2025-11-14T20:38:04+00:00 2024-12-31 346565596 ERNST & YOUNG US LLP 2005 MARKET STREET PHILADELPHIA PA 19103 990 2024-01-01 341887844 Summa Health SUMM 2343125867 1077 Gorge Blvd Akron OH 44310 Naomi Ganoe TREASURER 3033753159 2025-11-15 true true Lauren E Bennett P01787029 2154485000 2025-11-11 2024 2025-03-06 01:10:19Z Naomi Ganoe 1077 Gorge Blvd Akron OH 44310 454225492 false X www.summahealth.org X 1999 OH THE MISSION OF SUMMA HEALTH IS TO PROVIDE THE HIGHEST QUALITY, COMPASSIONATE CARE TO OUR PATIENTS AND TO CONTRIBUTE TO A HEALTHIER COMMUNITY. 12 8 1325 11 -2424 118018 7178957 822704 192308070 223121221 20715374 43075034 379129 985326 220581530 268004285 425699 576807 0 97769425 110272936 0 0 102626082 114562499 200821206 225412242 19760324 42592043 942890318 978586120 600227962 667176608 342662356 311409512 THE MISSION OF SUMMA HEALTH IS TO PROVIDE THE HIGHEST QUALITY, COMPASSIONATE CARE TO PATIENTS AND MEMBERS AND CONTRIBUTE TO A HEALTHIER COMMUNITY. false false 187558781 576807 218084571 SUMMA HEALTH DIRECTS AND SUPPORTS THE PROGRAMS AND ACTIVITIES OF THE CONSOLIDATED SUMMA HEALTH ENTITIES SO THAT ALL SUMMA HEALTH RESOURCES AND ASSETS ARE BEST ALLOCATED AND UTILIZED FOR THE BENEFIT OF THE COMMUNITY. SUMMA HEALTH REPRESENTS THE COLLABORATIVE EFFORTS OF HEALTH CARE PROVIDERS TO BETTER ADMINISTER, MANAGE, PROVIDE AND PLAN FOR THE DELIVERY OF A FULL-RANGE OF HEALTH CARE SERVICES TO ALL PERSONS WITHIN THE COMMUNITIES SERVED BY SUMMA HEALTH WITHOUT REGARD TO THE RACE, SEX, CREED, COLOR, NATIONAL ORIGIN OR ECONOMIC STATUS OF SUCH PERSONS. 3732590 5039074 SUMMA HEALTH NETWORK, LLC, A DISREGARDED ENTITY OF SUMMA HEALTH, PARTNERS WITH COMMUNITY PHYSICIANS, REGIONAL AND NATIONAL PAYERS TO IMPROVE THE CLINICAL QUALITY AND EFFICIENCY OF CARE, LOWER THE COST OF CARE TO PATIENTS AND EMPLOYERS AND ASSIST PHYSICIANS WITH TECHNOLOGY AND RESOURCES NECESSARY TO ACHIEVE THESE GOALS. 191291371 true true false true false false false true false true true true true false true true false true false false true false false false true false false true true true false false false false false false false false true false true false false false true true true true false false true X 780 0 true 1325 true true true true CJ false false false true true false false false false true false X 12 8 true false false false false false false true true false false false true true true true true true true true true true OH X X Naomi Ganoe 3033753159 1077 GORGE BLVD AKRON OH 44310 GEORGE STRICKLER DIRECTOR AND CHAIRMAN 4.0 4.0 X X 0 0 0 NICHOLAS BROWNING DIRECTOR AND VICE CHAIR (End 07/24) 4.0 4.0 X X 0 0 0 T CLIFFORD DEVENY MD PRESIDENT & CEO 46.0 4.0 X X 2017927 0 222002 ALMETA COOPER DIRECTOR 2.0 2.0 X 0 0 0 BARBARA FACIANA DIRECTOR 2.0 2.0 X 0 0 0 EDWARD MARX DIRECTOR 2.0 2.0 X 0 0 0 KATHLEEN GEIER DIRECTOR 2.0 2.0 X 0 0 0 LEIGH GERSTENBERGER DIRECTOR 2.0 2.0 X 0 0 0 LYNN HAMRICH MD DIRECTOR, CLINICAL PHYSICIAN 2.0 52.0 X 0 298135 38725 ORRY JACOBS DIRECTOR 2.0 2.0 X 0 0 0 PETER BITTENBENDER MD DIRECTOR, CLINICAL PHYSICIAN 2.0 52.0 X 0 708351 36207 RAMONA HOOD DIRECTOR 2.0 2.0 X 0 0 0 RANDY LANGENDERFER DIRECTOR 2.0 2.0 X 0 0 0 STEVEN GORSUCH MD DIRECTOR 2.0 2.0 X 0 0 0 DAWN AHNER TREAS., SVP, CFO 46.0 4.0 X 901252 0 115249 ROBERT A GERBERRY SECRETARY/GEN. COUNSEL 46.0 4.0 X 797073 0 91539 ANTHONY COLLY SVP HUMAN RESOURCES 50.0 0 X 563558 0 50326 BENJAMIN P SUTTON EVP COO - PROVIDER OPS. 46.0 4.0 X 1167829 0 132616 CHARLES ZONFA MD SVP CHIEF QUALITY OFFICER 50.0 0 X 790911 0 107668 ELBRIDGE LOCKLEAR SVP CIO 50.0 0 X 661423 0 86717 KATHLEEN BLAKE SVP, PRESIDENT POST ACUTE/HOME 50.0 2.0 X 528642 0 77168 MICHELLE BISSON SVP MARKETING & BUS. DEV. 50.0 0 X 455904 0 77197 PENELOPE GORSUCH DNPRNNEA-BC SVP & CHF. NURSING EXEC. 50.0 2.0 X 683351 0 62745 CYNTHIA S KELLEY DO VP MEDICAL EDUCATION 50.0 0 X 380546 0 33880 DEAN FRATE MD CHIEF MEDICAL OFFICER - HOSPITAL 50.0 0 X 438371 0 17909 ED FRIEDL VP CONSTRUCTION 50.0 0 X 375005 0 36010 JENNIFER EATON VP, RESEARCH 50.0 0 X 310195 0 29774 JUSTIN CATLETT VP, CHF. MEDICAL INFO. OFF. 50.0 0 X 397779 0 41897 10469766 1006486 1257629 223 false true false HALLMARK HEALTH CARE SOLUTIONS 200 MOTOR PARKWAY STE D26 HAUPPAUGE NY 11788 IT&S SERVICES 23837358 TRELLIS RX LLC 175 PEACHTREE STREET NE ATLANTA GA 30361 MEDICAL SERVICES 20214724 PROFESSIONAL ANESTHESIA SERVICES 190 NORTH UNION STREET AKRON OH 44304 MEDICAL SERVICES 12166457 CORE CARE SELECT INC 440 POLARIS PKWY STE 550 WESTERVILLE OH 43082 MEDICAL SERVICES 10821708 EPIC SYSTEMS CORPORATION 1979 MILKY WAY VERONA WI 53593 IT&S SERVICES 10062561 396 317256 393242 112206 38283 822704 CORPORATE ALLOCATION FEES 541610 211588980 211588980 PROGRAM RELATED INVESTMENTS 901101 5465798 5669295 -203497 HEALTHCARE REVENUE 524298 5039074 5039074 RENTAL INCOME FROM AFFILIATES 903000 412738 211665 201073 RESEARCH 541700 603951 603951 10680 10680 0 0 223121221 17752668 17752668 9054 9054 0 9054 9054 211351501 186032135 25319366 0 25322366 25322366 74187 304260 189072 -114885 -114885 CLINICAL ACCESS SERVICES 621990 572866 572866 PURCHSE DISCOUNTS/FEES 621990 359375 359375 CREDENTIALING 621990 106570 106570 52346 0 0 52346 1091157 268004285 223123645 -2424 44060360 X 448289 448289 128518 128518 10597583 5504385 5093198 201342 169127 32215 80483972 67606536 12877436 1098016 1032135 65881 11811591 11102896 708695 6080432 5715606 364826 212952 200175 12777 1818616 1818616 573300 573300 263468 263468 950160 950160 31974628 27498181 4476447 0 5159353 4849792 309561 8274538 7778066 496472 33376379 31373796 2002583 7234561 6800487 434074 329811 310022 19789 1187124 1115896 71228 90172 84762 5410 15657156 14717727 939429 1441963 1355445 86518 ADMINISTRATIVE FEES 2101521 2101521 DUES & LICENSES 809161 809161 RECRUITMENT 282945 282945 TAX PAYMENT 263602 263602 2561089 2407424 153665 0 225412242 191291371 34120871 0 67660660 83736764 35462911 32412877 4812863 5339786 0 0 0 2155716 1628997 12297124 13469205 155161530 90276526 70044868 64885004 562005869 646195103 129606206 66424435 47841104 53081366 11002997 11412583 942890318 978586120 87825104 86011263 209204 209204 652688 649522 0 511540966 580306619 600227962 667176608 X 284566851 256224416 58095505 55185096 342662356 311409512 942890318 978586120 X 42592043 7098199 -261163 -80681923 X X false true true true true X X 2 SUMMA HEALTH SYSTEM 340714755 3 false 0 0 SUMMA FOUNDATION 341219001 7 true 0 0 2 0 0 false false false false false true false false false false false false false false false false Schedule A, Part IV, Section A, Line 1 Supported Orgs Listed By Name SUMMA FOUNDATION IS DESIGNATED AS A SUPPORTED ORGANIZATION BY NAME. THE ARTICLES OF INCORPORATION DESIGNATES THE OTHER SUPPORTED ORGANIZATIONS, BY CLASS AND PURPOSE, TO INCLUDE ANY OTHER HOSPITAL, HEALTH CARE PROVIDER OR OTHER ENTITY THAT QUALIFIES AS A PUBLICLY SUPPORTED ORGANIZATION WITHIN THE MEANING OF SECTIONS 509(A)(1) OR 509(A)(2) OF THE INTERNAL REVENUE CODE, THAT IS AFFILIATED WITH THE INTEGRATED HEALTH CARE DELIVERY SYSTEM OPERATED AND MANAGED BY SUMMA HEALTH, AND THAT IS RELATED TO SUMMA HEALTH IN A MANNER DESCRIBED IN SECTION 509(A)(3) OF THE INTERNAL REVENUE CODE. Schedule A, Part IV, Section A, Line 6 Support to other supported orgs IN 2024, SUMMA HEALTH PROVIDED $230,038 IN SUPPORT TO THE UNIVERSITY OF AKRON FOR MISSION SUPPORT. THIS ORGANIZATION PROVIDES DIRECT SUPPORT TO PATIENTS OF SUMMA HEALTH SYSTEM, A SUPPORTED ORGANIZATION OF SUMMA HEALTH. Schedule A, Part IV, Section C, Line 1 Majority director detail THE MANAGEMENT OF THE SUPPORTING AND THE SUPPORTED ORGANIZATIONS RESIDES IN THE SAME MANAGEMENT GROUP. THE SUMMA HEALTH PRESIDENT AND CEO SERVES AS A DIRECTOR FOR BOTH SUMMA HEALTH AND THE SUPPORTED ORGANIZATIONS. THE INDIVIDUAL WHO HOLDS THE SUMMA HEALTH CFO POSITION IS AN OFFICER FOR BOTH SUMMA HEALTH AND EACH OF THE SUPPORTED ORGANIZATIONS, AND THE INDIVIDUAL WHO SERVES AS SECRETARY AND GENERAL COUNSEL IS AN OFFICER FOR BOTH SUPPORTED ORGANIZATIONS. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true false false false false true 208326 false true 55142 263468 false Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY The amount on Line 1(i) represents the portion of annual dues to the American Hospital Association allocable to lobbying activities. In 2024, Summa leaders educated congressional members about the challenging economic environment health systems are navigating through while maintaining essential services for the community. Because the health system's total payor mix is comprised of seventy percent of Medicare and Medicaid revenues, Summa leaders requested legislators support in protecting and reforming the Medicare Advantage program to better serve senior populations, maintaining and reforming the 340B program to ensure low-income populations continue to have access to affordable medications, and advocating against Medicaid DSH and Medicare physician fee schedule cuts. Health system leaders also requested support for the SAVE (Safety from Violence for Healthcare Employees act) act which would impose harsher penalties against individuals who intimate or commit violence against healthcare workers. Summa leadership also discussed ongoing healthcare workforce challenges and opportunities with federal members and staff and how public policy and grants could help attract and retain healthcare workers. 523567 X false 29193531 -3584 601772 29791719 28058724 135091 999716 29193531 29263036 870744 -2075056 28058724 27566543 923605 772888 29263036 26418953 359489 788101 27566543 0.0 1.0 0.0 false false 1081433 1081433 17643427 10159266 7484161 19978 19978 130349284 78369737 51979547 6067408 1747523 4319885 64885004 66424435 F 66424435 Ohio Health Choice 3639087 F Middlebury Assurance Company 15129877 F Summacare, Inc. 1000000 C Summa Integrated Services Org 8086075 F Summa Insurance Company 25226327 C 53081366 Federal Income Taxes OTHER ACCRUED TAXES 212214 PAYABLES TO RELATED ORGANIZATIONS 580094405 CONTINGENCY PLANNING 0 580306619 X 0 0 0 0 0 0 0 0 0 0 0 0 Schedule D, Part III, Line 4 Collections of art - description of collections Summa Health's vision is to create a healthcare environment that surrounds and connects patients, visitors and staff with the healing powers of the arts. The acquisition of art through donations for permanent displays in Summa Health's new patient tower, contributes to the healing environment for both patients and caregivers. Summa Health will study the impact of the healing arts on patient outcomes and share results to improve care and serve as a national model. Schedule D, Part V, Line 4 Intended uses of endowment funds ENDOWMENT FUNDS PROVIDE INCOME TO BE USED TO FULFILL THE TAX-EXEMPT PURPOSES OF SUMMA FOUNDATION, A SUPPORTED ORGANIZATION. Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote SUMMA AND MOST OF ITS SUBSIDIARIES ARE NOT-FOR-PROFIT CORPORATIONS AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE CODE) AND ARE EXEMPT FROM FEDERAL INCOME TAXES PURSUANT TO SECTION 501(A) OF THE CODE. SUMMA ALSO HAS CERTAIN SUBSIDIARIES THAT ARE TAXABLE FOR FEDERAL INCOME TAX PURPOSES. SC, TOGETHER WITH AFFILIATES OF SHSC, FILES A CONSOLIDATED FEDERAL INCOME TAX RETURN IN ACCORDANCE WITH A TAX-SHARING AGREEMENT DATED JANUARY 1, 2010. THE ENTITIES UTILIZE A CONSOLIDATED APPROACH TO THE ALLOCATION OF FEDERAL INCOME TAXES, WHEREAS SHSC'S TAX-SHARING AGREEMENT WITH ITS SUBSIDIARIES ALLOWS IT TO MAKE CERTAIN CODE ELECTIONS IN ITS CONSOLIDATED FEDERAL TAX RETURN. IN THE EVENT SUCH CODE ELECTIONS ARE MADE, ANY BENEFIT OR LIABILITY IS THE RESPONSIBILITY OF SHSC AND IS ACCRUED AND PAID BY THE PARTICIPATING SUBSIDIARIES. SC IS NOT SUBJECT TO STATE INCOME TAXES AS IT IS LICENSED AS A HEALTH INSURANCE COMPANY UNDER CHAPTER 1751 OF THE OHIO REVISED CODE. DEFERRED TAX ASSETS AND LIABILITIES ARE RECOGNIZED FOR THE FUTURE TAX CONSEQUENCES ATTRIBUTABLE TO DIFFERENCES BETWEEN THE FINANCIAL STATEMENT CARRYING AMOUNTS OF EXISTING ASSETS AND LIABILITIES AND THE RESPECTIVE TAX BASIS AND OPERATING LOSS AND TAX CREDIT CARRYFORWARDS. DEFERRED TAX ASSETS AND LIABILITIES ARE MEASURED USING ENACTED TAX RATES EXPECTED TO APPLY TO TAXABLE INCOME IN THE YEARS IN WHICH THOSE TEMPORARY DIFFERENCES ARE EXPECTED TO BE RECOVERED OR SETTLED. THE EFFECT ON DEFERRED TAX ASSETS AND LIABILITIES OF A CHANGE IN TAX RATES IS RECOGNIZED IN INCOME IN THE PERIOD THAT INCLUDES THE ENACTMENT DATE. SUMMA RECOGNIZES INTEREST INCOME, INTEREST EXPENSE, AND PENALTIES RELATED TO UNCERTAIN TAX POSITIONS WITHIN THE PROVISION FOR INCOME TAX. Central America and the Caribbean 0 0 Program Services WHOLLY OWNED FOREIGN INSURANCE COMPANY FOR SELF INSURANCE 72680036 0 0 0 0 0 0 72680036 0 72680036 true false true true false false Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements CENTRAL AMERICA AND THE CARIBBEAN-Accrual Golf Outing 391443 317256 74187 37946 3500 59986 82462 5178 0 0 391443 317256 74187 37946 3500 59986 82462 5178 189072 -114885 true UNIVERSITY OF AKRON 302 BUTCHEL COMMON AKRON OH 44301 346002924 GOVERNMENTAL 230038 CONSTRUCTION OF UNIVERISTY STADIUM AND NAMING RIGHTS 1 0 SUMMA SHARES 42 43647 BOOK FERTILITY ASSISTANCE 2 39448 BOOK MAMMOGRAM SCREENINGS 133 37157 BOOK PH SCHNEIDER WELFARE FUND 886 8266 BOOK Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds THE PROCEDURE FOR MONITORING GRANT FUNDS IS BASED ON THE CRITERIA ESTABLISHED PRIOR TO AWARDING THE GRANT OR ASSISTANCE. ONCE THE CRITERIA IS MET, A PAYMENT WILL BE MADE TO THE UNIVERSITY OR AGENCY UTILIZING THE FUNDS. X X true true X X X X false true false false false false false true false T CLIFFORD DEVENY MD PRESIDENT & CEO 1217105 0 643910 0 156912 0 190298 0 31704 0 2239929 0 149148 0 PETER BITTENBENDER MD DIRECTOR, CLINICAL PHYSICIAN 0 636313 0 71498 0 540 0 3450 0 32757 0 744558 0 0 LYNN HAMRICH MD DIRECTOR, CLINICAL PHYSICIAN 0 297238 0 0 0 897 0 3074 0 35651 0 336860 0 0 DAWN AHNER TREAS., SVP, CFO 598643 0 292638 0 9971 0 78579 0 36670 0 1016501 0 4829 0 ROBERT A GERBERRY SECRETARY/GEN. COUNSEL 487534 0 259671 0 49868 0 65174 0 26365 0 888612 0 44790 0 MICHELLE BISSON SVP MARKETING & BUS. DEV. 310867 0 141771 0 3266 0 43446 0 33751 0 533101 0 0 0 KATHLEEN BLAKE SVP, PRESIDENT POST ACUTE/HOME 351409 0 171678 0 5555 0 43655 0 33513 0 605810 0 0 0 ANTHONY COLLY SVP HUMAN RESOURCES 346080 0 182632 0 34846 0 46835 0 3491 0 613884 0 31292 0 PENELOPE GORSUCH DNPRNNEA-BC SVP & CHF. NURSING EXEC. 455588 0 219434 0 8329 0 60425 0 2320 0 746096 0 3636 0 ELBRIDGE LOCKLEAR SVP CIO 409349 0 215820 0 36254 0 54689 0 32028 0 748140 0 31954 0 BENJAMIN P SUTTON EVP COO - PROVIDER OPS. 728959 0 388755 0 50115 0 95176 0 37440 0 1300445 0 48165 0 CHARLES ZONFA MD SVP CHIEF QUALITY OFFICER 786026 0 0 0 4885 0 81114 0 26554 0 898579 0 0 0 JUSTIN CATLETT VP, CHF. MEDICAL INFO. OFF. 359174 0 37371 0 1234 0 3571 0 38326 0 439676 0 0 0 JENNIFER EATON VP, RESEARCH 279692 0 29313 0 1190 0 3985 0 25789 0 339969 0 0 0 DEAN FRATE MD CHIEF MEDICAL OFFICER - HOSPITAL 361253 0 75000 0 2118 0 5175 0 12734 0 456280 0 0 0 ED FRIEDL VP CONSTRUCTION 334964 0 34776 0 5265 0 4928 0 31082 0 411015 0 0 0 CYNTHIA S KELLEY DO VP MEDICAL EDUCATION 342681 0 35816 0 2049 0 5075 0 28805 0 414426 0 0 0 Schedule J, Part I, Line 1a Tax indemnification and gross-up payments SUMMA HEALTH GROSSED UP TAXES FOR YEARS OF SERVICE ANNIVERSARIES IN THE AMOUNT OF $50 FOR EMPLOYEES WHO REACHED IMPORTANT MILESTONE ANNIVERSARIES; 5, 10, 15 YEARS, ETC. INCLUDED IN THESE MILESTONE ANNIVERSARY PAYMENTS WAS ONE OFFICER. ADDITIONALLY, $35 OF TRAVEL REIMBURSEMENT WAS GIVEN TO ONE HIGHLY COMPENSATED EMPLOYEE. THE AMOUNT OF THE GROSS UP IS RECOGNIZED AS ADDITIONAL TAXABLE COMPENSATION. Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan A SUPPLEMENTAL NON-QUALIFIED EXECUTIVE RETIREMENT PLAN IS TO PROVIDE KEY EMPLOYEES WITH ADDITIONAL COMPENSATION TO SUPPLEMENT THEIR RETIREMENT BENEFITS AND MITIGATE EFFECTS OF QUALIFIED RETIREMENT PLAN LIMITS. THE FOLLOWING LISTED PERSONS RECEIVED BENEFITS FROM THE ORGANIZATION OR FROM A RELATED ORGANIZATION: T. CLIFFORD DEVENY, MD $185,518, ROBERT A. GERBERRY $59,999, ELBRIDGE LOCKLEAR $51,001, ANTHONY COLLY $43,201, BENJAMIN P. SUTTON $90,001, DAWN AHNER $74,401, CHARLES ZONFA, MD $76,802, MICHELLE BISSON $39,602, KATHLEEN BLAKE $43,655, AND PENELOPE GORSUCH, DNP, RN, NEA-BC, FACHE $55,269. Schedule J, Part I, Line 7 Non-fixed payments THE SUMMA HEALTH MANAGEMENT INCENTIVE PROGRAM IS DESIGNED TO REWARD EMPLOYEES FOR MEETING QUALITY, PERFORMANCE AND FINANCIAL TARGETS. THESE TARGETS INCLUDE CLINICAL QUALITY, PATIENT SATISFACTION, EMPLOYEE/PHYSICIAN SATISFACTION, OPERATING MARGIN AND THE STRENGTHENING OF THE BALANCE SHEET. PAYMENT IS BASED ON A FACTOR OF BASE COMPENSATION AND IS SUBJECT TO REVIEW AND APPROVAL BY SUMMA'S COMPENSATION COMMITTEE. Caylor Colly Family member of Anthony Colly, Key employee of Summa Health 136722 Employment false Alyssa Dressman FAMILY MEMBER OF LYNN HAMRICH, MD DIRECTOR OF SUMMA HEALTH 39685 Employment false Mariah Hood LPN FAMILY MEMBER OF RAMONA HOOD, DIRECTOR SUMMA HEALTH 24735 Employment false 5 38283 Market value 0 false true false Schedule M, Part I Explanations of reporting method for number of contributions Securities - Publicly traded - NUMBER OF CONTRIBUTIONS Form 990, Part VI, Line 2 Family/business relationships amongst interested persons THE FOLLOWING INDIVIDUALS HAVE A BUSINESS RELATIONSHIP AS BOARD MEMBERS OF A SUMMA HEALTH ENTITY: MIDDLEBURY ASSURANCE COMPANY: T. CLIFFORD DEVENY, MD, ROBERT A. GERBERRY, DAWN AHNER; SUMMA ACO DBA NEWHEALTH COLLABORATIVE: T. CLIFFORD DEVENY, MD, DAWN AHNER, ROBERT A. GERBERRY; SUMMA REHAB HOSPITAL: KATHLEEN BLAKE AND PENELOPE GORSUCH; SUMMA HEALTH SYSTEM CORP: T. CLIFFORD DEVENY, MD, DAWN AHNER, ROBERT A. GERBERRY - Business relationship, OHIO HEALTH CHOICE: ROBERT A. GERBERRY AND MICHELLE BISSON; SUMMA MANAGEMENT SERVICES ORG.: DAWN AHNER AND ROBERT A. GERBERRY; SUMMA INTEGRATED SERVICES ORG.: DAWN AHNER AND ROBERT A. GERBERRY; SUMMACARE AND SUMMA INSURANCE COMPANY: T. CLIFFORD DEVENY, MD, GEORGE STRICKLER, ROBERT A. GERBERRY, DAWN AHNER AND BENJAMIN P. SUTTON - Business relationship Form 990, Part VI, Line 11b Review of form 990 by governing body THE RETURN WAS REVIEWED IN DETAIL BY AN AD HOC COMMITTEE CONSISTING OF SELECT BOARD MEMBERS WITH FINANCIAL EXPERTISE, EXTERNAL LEGAL COUNSEL, AND EXTERNAL TAX ADVISORS AND CONSULTANTS. THIS DETAILED REVIEW OCCURRED IN OCTOBER AND NOVEMBER 2025. FOLLOWING THIS REVIEW AND INCORPORATION OF CHANGES RECOMMENDED BY THIS COMMITTEE, AND PRIOR TO FILING WITH THE IRS, AN EMAIL WAS SENT TO EACH VOTING MEMBER OF THE BOARD OF DIRECTORS. THIS EMAIL INCLUDED INSTRUCTIONS AND A LINK TO A PASSWORD-PROTECTED WEB SITE ON WHICH THE ENTIRE FORM 990 WAS AVAILABLE FOR VIEWING. Form 990, Part VI, Line 12c Conflict of interest policy A CONFLICT-OF-INTEREST QUESTIONNAIRE IS SENT ANNUALLY TO ALL SUMMA HEALTH ENTITIES BOARDS OF DIRECTORS, KEY EMPLOYEES, EXECUTIVE LEADERSHIP TEAM MEMBERS, MEDICAL DIRECTORS, QUALITY DIRECTORS, EMPLOYED PHYSICIANS, EMPLOYED ADVANCED PRACTICE PROVIDERS, MEMBERS OF THE AUDIT AND COMPLIANCE, INVESTMENT, FINANCE, GOVERNANCE, COMPENSATION, CREDENTIALING, SAFETY AND QUALITY, COMMUNITY ENGAGEMENT, PHARMACY AND THERAPEUTICS, OPERATING AND VALUE ANALYSIS COMMITTEES AND EMPLOYEES WHO ARE DIRECTORS AND ABOVE FOR COMPLETION. RESPONSES ARE INDIVIDUALLY REVIEWED FOR DETERMINATION OF POTENTIAL CONFLICTS. THOSE RESPONSES DEEMED TO PRESENT POTENTIAL CONFLICTS ARE THEN PRESENTED TO THE COMMITTEE ON GOVERNANCE (SUB-COMMITTEE OF THE SUMMA HEALTH BOARD OF DIRECTORS). THE COMMITTEE ON GOVERNANCE REVIEWS EACH RESPONSE THAT PRESENTS A POTENTIAL CONFLICT AND DETERMINES WHETHER ADDITIONAL ACTION IS REQUIRED TO ELIMINATE OR MITIGATE THE POTENTIAL CONFLICT. THIS ANNUAL CONFLICT OF INTEREST QUESTIONNAIRE PROCESS IS MANAGED BY THE CORPORATE COMPLIANCE DEPARTMENT PURSUANT TO THE SUMMA HEALTH POLICY ON CONFLICT OF INTEREST AS APPROVED BY THE SUMMA HEALTH BOARD OF DIRECTORS. IN ADDITION TO THE ANNUAL CONFLICT OF INTEREST QUESTIONNAIRE, THE CONFLICT-OF-INTEREST POLICY IMPOSES A DUTY TO DISCLOSE CONFLICTING INTERESTS ON AN ONGOING BASIS. Form 990, Part VI, Line 15a Process to establish compensation of top management official EXECUTIVE COMPENSATION: THE HUMAN RESOURCES COMMITTEE OF THE SUMMA HEALTH BOARD OF DIRECTORS MEETS AT LEAST TWICE EACH YEAR TO REVIEW AND APPROVE BASE COMPENSATION AND TOTAL REMUNERATION FOR EXECUTIVE STAFF. EACH VOTING MEMBER OF THE HUMAN RESOURCES COMMITTEE IS AN INDEPENDENT DIRECTOR AND IS NOT AFFILIATED WITH MANAGEMENT. THE HUMAN RESOURCES COMMITTEE ENGAGES OUTSIDE CONSULTING SUPPORT TO PROVIDE SUMMA HEALTH INDEPENDENT MARKET DATA, ADVICE AND COUNSEL TO THE HUMAN RESOURCES COMMITTEE. THE HUMAN RESOURCES COMMITTEE HAS USED KORN FERRY, A NATIONALLY RECOGNIZED CONSULTING FIRM, TO ASSIST THEIR EFFORTS. KORN FERRY PROVIDES THE FOLLOWING SERVICES TO THE HUMAN RESOURCES COMMITTEE: (A) EDUCATION OF COMMITTEE MEMBERS REGARDING EXECUTIVE COMPENSATION TRENDS AND BEST PRACTICES IN HEALTHCARE ORGANIZATIONS; (B) ASSESSMENT OF THE MARKET COMPETITIVENESS AND REASONABLENESS OF SUMMA'S EXECUTIVE COMPENSATION PROGRAMS INCLUDING BASE SALARY, INCENTIVE COMPENSATION, CORE AND EXECUTIVE BENEFITS, AS WELL AS THEIR ALIGNMENT WITH THE MISSION AND FUTURE PERFORMANCE EXPECTATIONS; (C) WRITTEN, DETAILED EVALUATION OF THE MARKET REASONABLENESS OF SUMMA'S EXECUTIVE COMPENSATION AND BENEFITS PROGRAM; AND (D) ONGOING SUPPORT AND INDEPENDENT ADVICE TO THE HUMAN RESOURCES COMMITTEE ON MATTERS RELATED TO EXECUTIVE COMPENSATION. THE HUMAN RESOURCES COMMITTEE CONTEMPORANEOUSLY DOCUMENTS ITS DELIBERATIONS AND DECISIONS REGARDING COMPENSATION ARRANGEMENTS FOR EACH POSITION LISTED BELOW. EACH YEAR THE HUMAN RESOURCES COMMITTEE REVIEWS AND APPROVES THE COMPENSATION FOR THE FOLLOWING POSITIONS: SUMMA HEALTH: PRESIDENT & CEO EXECUTIVE VP, CHIEF OPERATING OFFICER PROVIDER OPERATIONS SENIOR VICE PRESIDENT, FINANCE AND CFO SENIOR VICE PRESIDENT, CHIEF LEGAL OFFICER & GENERAL COUNSEL SENIOR VP, POST-ACUTE/AT HOME CARE DIVISION & INTEGRATED CARE MANAGEMENT SENIOR VICE PRESIDENT, IT&S & CIO SENIOR VICE PRESIDENT, CHIEF HUMAN RESOURCES OFFICER SENIOR VP, SH POPULATION HEALTH SERVICES/PRESIDENT SUMMA CARE SENIOR VICE PRESIDENT, SYSTEM CHIEF NURSING EXECUTIVE SENIOR VP, MARKETING AND BUSINESS DEVELOPMENT SENIOR VP, CHIEF QUALITY OFFICER PRESIDENT, SUMMA HEALTH SYSTEM HOSPITALS PRESIDENT, FOUNDATION CHIEF DEVELOPMENT OFFICER PRESIDENT SUMMA HEALTH MEDICAL GROUP Form 990, Part VI, Line 19 Required documents available to the public SUMMA HEALTH MAKES ITS CONFLICTS OF INTEREST POLICY AVAILABLE UPON REQUEST. THE ARTICLES OF INCORPORATION OF SUMMA HEALTH AND ITS RELATED ENTITIES ARE AVAILABLE ON THE WEBSITE OF THE OHIO SECRETARY OF STATE (WWW.SOS.STATE.OH.US). SUMMA HEALTH MAKES ITS FINANCIAL STATEMENTS AVAILABLE ON ITS WEBSITE (WWW.SUMMAHEATLH.ORG). THE FINANCIAL STATEMENTS ARE ALSO AVAILABLE THROUGH THE ELECTRONIC MUNICIPAL MARKET ACCESS. Form 990, Part VIII, Line 2f Other Program Service Revenue ALL OTHER PROGRAM SERVICE REVENUE - Total Revenue: 10680, Related or Exempt Function Revenue: 10680, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Form 990, Part VIII, Line 11d Other Miscellaneous Revenue ALL OTHER REVENUE - Total Revenue: 52346, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 52346; Form 990, Part IX, Line 11g Other Fees NON-BILLABLE PURCHASED SERVICES - Total Expense: 7478316, Program Service Expense: 6431352, Management and General Expenses: 1046964, Fundraising Expenses: ; CONSULTANT FEES - Total Expense: 18354493, Program Service Expense: 15784864, Management and General Expenses: 2569629, Fundraising Expenses: ; EQUIPMENT MAINTENANCE - Total Expense: 2092424, Program Service Expense: 1799485, Management and General Expenses: 292939, Fundraising Expenses: ; PHYSICIAN SERVICES - Total Expense: 247774, Program Service Expense: 213086, Management and General Expenses: 34688, Fundraising Expenses: ; CASUAL LABOR: GENERAL - Total Expense: 3801621, Program Service Expense: 3269394, Management and General Expenses: 532227, Fundraising Expenses: ; Form 990, Part XI, Line 8 Prior Period Adjustments Prior period adjustments are inclusive of change in prior period pledge valuation. Form 990, Part XI, Line 9 Other changes in net assets or fund balances TRANSFERS TO/FROM AFFILIATES - -79511000; OTHER ADJUSTMENTS - -549; CHANGE IN ASSETS WITH DONOR RESTRICTIONS - -2831000; NET ASSETS RELEASED FROM RESTRICTION FOR CAPITAL CHANGE IN TEMPORARILY RESTRICTED NET ASSETS - 2258844; CHANGE IN PERMANENTLY RESTRICTED NET ASSETS - -598218; Total - -80681923; Form 990, Part XII, Line 2c Change of oversight process or selection process THE ORGANIZATION HAS NOT CHANGED EITHER ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR Summa Health Network LLC 525 EAST MARKET STREET AKRON OH 44304 341887844 CONTRACTING OH 5039000 10330000 SUMMA HEALTH SUMMA SUPPORT SERVICES LLC 1077 GORGE BLVD AKRON OH 44310 874166252 PROFESSIONAL SERVICES OH 0 0 SUMMA HEALTH SUMMA REHAB HOSPITAL LLC 29 NORTH ADAMS STREET AKRON OH 44034 271952573 REHAB HOSPITAL OH NA N/A false false SUMMA HHAH HOLDINGS LLC C/O 1077 GORGE BLVD AKRON OH 44310 823600079 HOME HEALTH AND HOSPICE OH NA N/A false false OHIO HEALTH CHOICE INC 1077 GORGE BLVD AKRON OH 443092090 341895396 PPO OH SUMMA HEALTH SYSTEM CORP C Corporation 2104000 5355000 0.8 true SUMMA INSURANCE COMPANY INC 1200 E MARKET ST 400 AKRON OH 44305 341809108 PROP/CAS INS OH SUMMACARE INC C Corporation 124066355 79480769 1 true SUMMA HEALTH SYSTEM CORP 1077 GORGE BLVD AKRON OH 443092090 341515252 MGMT SVCS OH SUMMA HEALTH C Corporation 0 0 1 true MIDDLEBURY ASSURANCE COMPANY PO BOX 1051 GRAND CAYMAN CJ KY11102 980405096 SELF INSURANCE CJ SUMMA HEALTH C Corporation 15522000 95309000 1 true SUMMACARE INC 1200 E MARKET ST 400 AKRON OH 44305 341726655 PROP/CAS INS OH SUMMA HEALTH SYSTEM CORP C Corporation 350528985 156107824 1 true SUMMA ACCOUNTABLE CARE ORGANIZATION 1077 GORGE BLVD AKRON OH 443092090 CONTRACTING OH SUMMA HEALTH C Corporation 7456000 1858000 1 true SUMMA MANAGEMENT SERVICES ORGANIZATION 1200 E MARKET ST 400 AKRON OH 44305 MGMT SVCS OH SUMMA HEALTH SYSTEM CORP C Corporation 38287000 5472000 1 true SUMMA INTEGRATED SERVICES ORGANIZATION 1200 E MARKET ST 400 AKRON OH 44305 MGMT SVCS OH SUMMA HEALTH SYSTEM CORP C Corporation 4392000 10095000 1 true true true false false false true false false false false false true true false false false true true true Ohio Health Choice Inc A 101137 FMV Summa Accountable Care Organization A 99936 FMV Middlebury Assurance Company B 15916636 Cost Middlebury Assurance Company F 5841596 Cost Summa Health System L 617400 FMV Summa Accountable Care Organization Q 678720 FMV Summa Health System Q 187389600 Cost Summa Physicians Inc dba Summa Health Medical Group Q 19820004 Cost Summa Insurance Company Q 648708 FMV SummaCare Inc Q 1530084 FMV Summa Integrated Service Organization Q 138180 FMV Ohio Health Choice Inc Q 77148 FMV Summa Health System R 10871000 Cost Summa Physicians Inc dba Summa Health Medical Group R 66317000 Cost Summa Foundation R 2323000 Cost Summa Foundation C 393242 COST