TRAILHEAD COMMUNITY HEALTH FUND OF GREATER AKRON: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- TRAILHEAD COMMUNITY HEALTH FUND OF GREATER AKRON (EIN 34-1887844)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-13
- IRS object ID
- 201503179349310150
- Schema version
- 2014v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule C
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-13T16:05:46-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Ernst & Young LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 Monument Circle Suite 4000 | AddressLine1Txt |
| City | Indianapolis | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 341887844 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Summa Health | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SUMM | BusinessNameControlTxt |
| Phone | 2343125867 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1077 Gorge Blvd PO Box 2090 | AddressLine1Txt |
| City | Akron | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 443092090 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Brian K Derrick | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Signature | 2015-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jennifer D Rhoderick | PreparerPersonNm |
| PTIN | P00395735 | PTIN |
| Phone | 3176817000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Thomas Malone MD | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1077 Gorge Blvd PO Box 2090 | AddressLine1Txt |
| City | Akron | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 443092090 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $114,691,766 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.summahealth.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1999 | FormationYr |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Activity Or Mission | The mission of Summa Health is to provide the highest quality, compassionate care to patients and members and contribute to a healthier community. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 839 | TotalEmployeeCnt |
| Total Volunteers | 10 | TotalVolunteersCnt |
| Total Gross UBI | $185,931 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $7,894 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $47,569,109 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $110,370,152 | CYProgramServiceRevenueAmt |
| PY Investment Income | $147,202 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,670,360 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$346,002 | PYOtherRevenueAmt |
| CY Other Revenue | $651,254 | CYOtherRevenueAmt |
| PY Total Revenue | $47,370,309 | PYTotalRevenueAmt |
| CY Total Revenue | $114,691,766 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $535,100 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $377,174 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $28,122,497 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $57,742,197 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $17,025,782 | PYOtherExpensesAmt |
| CY Other Expenses | $49,929,603 | CYOtherExpensesAmt |
| PY Total Expenses | $45,683,379 | PYTotalExpensesAmt |
| CY Total Expenses | $108,048,974 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,686,930 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $6,642,792 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $374,672,189 | TotalAssetsBOYAmt |
| Total Assets EOY | $705,767,404 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $70,816,500 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $280,719,038 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $303,855,689 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $425,048,366 | NetAssetsOrFundBalancesEOYAmt |
| Mission | The mission of Summa Health is to provide the highest quality, compassionate care to patients and members and contribute to a healthier community. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $81,593,757 | ExpenseAmt |
| Grant | $377,174 | GrantAmt |
| Revenue | $110,370,152 | RevenueAmt |
| Desc | Summa Health directs the activities of the system so that all system 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, creed, color, national origin or economic status of such persons. See Summa Health Group Return (EIN 90-0640432) for further details. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,290,742 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $4,719,076 | RevenueAmt |
| Desc | 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. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $84,884,499 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | Yes (true) | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (true) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 787 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 839 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | Yes (true) | ForeignFinancialAccountInd |
| Foreign Country | CJ | ForeignCountryCd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (true) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Brian K Derrick | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2343125867 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1077 Gorge Blvd PO Box 2090 | AddressLine1Txt |
| City | Akron | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 443092090 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (35 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| NICHOLAS BROWNING | ||||||||||
| DIRECTOR & TREASURER | 2.00 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| JAMES MCILVAINE | ||||||||||
| DIRECTOR & VICE CHAIRMAN | 2.00 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| THOMAS J STRAUSS | ||||||||||
| SYSTEM PRESIDENT & CEO (END 12/14) | 46.00 | 4.00 | Yes (X) | Yes (X) | $4,104,922 | $0 | $122,274 | |||
| NORMAN WELLS | ||||||||||
| DIRECTOR & CHAIRMAN | 4.00 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| DARYL CAMERON | ||||||||||
| DIRECTOR | 2.00 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| JAMES GRAVELL | ||||||||||
| DIRECTOR | 2.00 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| MICHAEL HUGHES MD | ||||||||||
| DIRECTOR | 2.00 | 48.00 | Yes (X) | $0 | $659,879 | $15,970 | ||||
| JAMES KRAVEC MD | ||||||||||
| DIRECTOR | 2.00 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| ANTHONY LOCKHART | ||||||||||
| DIRECTOR | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| RICHARD MARSH | ||||||||||
| DIRECTOR | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| THERESA PROENZA | ||||||||||
| DIRECTOR | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| BRIAN SMITH | ||||||||||
| DIRECTOR | 2.00 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| R DOUGLAS TROCHELMAN MD | ||||||||||
| DIRECTOR | 2.00 | 48.00 | Yes (X) | $0 | $720,276 | $16,611 | ||||
| LEILA VESPOLI | ||||||||||
| DIRECTOR | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| VIVIAN VON GRUENIGEN MD | ||||||||||
| DIRECTOR | 2.00 | 48.00 | Yes (X) | $0 | $472,662 | $15,981 | ||||
| BRIAN DERRICK | ||||||||||
| SYSTEM CFO & ASSIST TREAS | 46.00 | 4.00 | Yes (X) | $813,681 | $0 | $61,887 | ||||
| ROBERT A GERBERRY | ||||||||||
| SECRETARY & GENERAL COUNSEL | 46.00 | 4.00 | Yes (X) | $190,386 | $0 | $5,140 | ||||
| WILLIAM A POWEL III | ||||||||||
| SECRETARY & GENERAL COUNSEL (end 11/14) | 46.00 | 4.00 | Yes (X) | $1,199,700 | $0 | $64,853 | ||||
| KYLE KLAWITTER BARR | ||||||||||
| SENIOR VP, SYSTEM HR (END 6/14) | 50.00 | 0.00 | $295,079 | $0 | $8,288 | Yes (X) | ||||
| ERIC HUMPHREY | ||||||||||
| SENIOR VP, System HR | 50.00 | 0 | $264,607 | $0 | $12,974 | Yes (X) | ||||
| KATHLEEN JOBE | ||||||||||
| CNO, SBH, WRH | 4.00 | 46.00 | $0 | $241,733 | $12,465 | Yes (X) | ||||
| GREG KALL | ||||||||||
| SENIOR VP, CIO | 50.00 | 0 | $490,341 | $0 | $48,700 | Yes (X) | ||||
| UNHEE KIM | ||||||||||
| SENIOR VP, CLINICAL SERVICES | 4.00 | 46.00 | $638,759 | $0 | $60,227 | Yes (X) | ||||
| PATRICE LANGE | ||||||||||
| SENIOR VP, PLANNING & SUPPORT (END 11/14) | 50.00 | 0 | $887,121 | $0 | $44,475 | Yes (X) | ||||
| THOMAS MALONE MD | ||||||||||
| PRESIDENT, SHS, SBH, WRH | 4.00 | 46.00 | $766,092 | $0 | $8,747 | Yes (X) | ||||
| THOMAS P O'NEILL | ||||||||||
| VP, CFO SHS | 4.00 | 46.00 | $496,651 | $0 | $34,058 | Yes (X) | ||||
| ERIK STEELE DO | ||||||||||
| CMO, SUMMA HOSPITALS | 4.00 | 46.00 | $724,281 | $0 | $23,472 | Yes (X) | ||||
| MARK TERPYLAK DO | ||||||||||
| PRESIDENT, SUMMA ACO | 4.00 | 46.00 | $341,156 | $0 | $767 | Yes (X) | ||||
| MARY WARD | ||||||||||
| SENIOR VP, CNO | 4.00 | 46.00 | $596,134 | $0 | $51,032 | Yes (X) | ||||
| CHARLES ROSS MD | ||||||||||
| CHIEF MEDICAL INFORMATION OFFICER (END 11/14) | 50.00 | 0 | $500,717 | $0 | $36,062 | Yes (X) | ||||
| CHARLES VIGNOS | ||||||||||
| VP MANAGED CARE | 50.00 | 0 | $326,130 | $0 | $36,725 | Yes (X) | ||||
| ROXIA BOYKIN | ||||||||||
| VP, COMM BENEFIT & DIVERSITY | 50.00 | 0 | $290,576 | $0 | $23,442 | Yes (X) | ||||
| JAY MITZEL | ||||||||||
| VP, SUPPLY CHAIN (END 5/14) | 50.00 | 0 | $248,230 | $0 | $9,712 | Yes (X) | ||||
| ED FRIEDL | ||||||||||
| VP, CONSTRUCTION | 50.00 | 0 | $286,781 | $0 | $11,616 | Yes (X) | ||||
| ROBERT D HARRIGAN | ||||||||||
| Former officer | 0.00 | 0.00 | $1,172,059 | $0 | $5,833 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $14,633,403 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $2,094,550 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $731,311 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 66 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt | Address Line2ContractorAddress/USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| Professional Anesthesia Service | ||||||
| 190 North Union Street | Akron | OH | 44304 | Medical Services | $7,582,354 | |
| Allscripts Healthcare LLC | ||||||
| Three Ravinia Drive | Atlanta | GA | 30346 | IT & EMR Services | $5,279,017 | |
| Patient Centered Collaborative | ||||||
| 275 Springside Drive | Akron | OH | 44333 | Medical Services | $5,257,358 | Ste 100 |
| Akron Radiology INc | ||||||
| 525 East Market Street | Akron | OH | 44304 | Medical Services | $3,072,594 | |
| Primary Care Physicians INc | ||||||
| 55 Arch Street | Akron | OH | 44304 | Medical Services | $2,364,782 | Ste 3A |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 109 | CntrctRcvdGreaterThan100KCnt |
| Total Contributions | $0 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| Corporate Allocation Fees | 900099 | $98,041,524 | $98,041,524 | |
| Program Related Investments | 900099 | $5,355,658 | $5,243,977 | $111,681 |
| Healthcare Revenue | 524298 | $4,719,076 | $4,719,076 | |
| Rental Income from Affiliates | 900099 | $2,253,894 | $2,179,644 | $74,250 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $110,370,152 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,143,879 | TotalRevenueColumnAmt |
| Exclusion | $3,143,879 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $526,481 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $526,481 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $526,481 | TotalRevenueColumnAmt |
| Exclusion | $526,481 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| Purchase Discounts/Fees Earned | 900099 | $264,616 | $264,616 |
| Miscellaneous Income | 900099 | $386,638 | $386,638 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $651,254 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $114,691,766 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $110,184,221 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $185,931 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,321,614 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $377,174 | TotalAmt |
| Program Services | $377,174 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,355,804 | TotalAmt |
| Program Services | $6,417,605 | ProgramServicesAmt |
| Management And General | $5,938,199 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $101,005 | TotalAmt |
| Program Services | $101,005 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,948,697 | TotalAmt |
| Program Services | $31,020,745 | ProgramServicesAmt |
| Management And General | $5,927,952 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $751,169 | TotalAmt |
| Program Services | $630,982 | ProgramServicesAmt |
| Management And General | $120,187 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,956,452 | TotalAmt |
| Program Services | $4,163,420 | ProgramServicesAmt |
| Management And General | $793,032 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,629,070 | TotalAmt |
| Program Services | $2,208,419 | ProgramServicesAmt |
| Management And General | $420,651 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,087 | TotalAmt |
| Program Services | $38,713 | ProgramServicesAmt |
| Management And General | $7,374 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,041,831 | TotalAmt |
| Management And General | $1,041,831 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,063,674 | TotalAmt |
| Management And General | $1,063,674 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $189,380 | TotalAmt |
| Management And General | $189,380 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,003 | TotalAmt |
| Management And General | $12,003 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,101,839 | TotalAmt |
| Program Services | $16,588,514 | ProgramServicesAmt |
| Management And General | $3,513,325 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,909,743 | TotalAmt |
| Program Services | $2,444,184 | ProgramServicesAmt |
| Management And General | $465,559 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,762,394 | TotalAmt |
| Program Services | $3,160,411 | ProgramServicesAmt |
| Management And General | $601,983 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,447,284 | TotalAmt |
| Program Services | $11,295,719 | ProgramServicesAmt |
| Management And General | $2,151,565 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,150,663 | TotalAmt |
| Program Services | $966,557 | ProgramServicesAmt |
| Management And General | $184,106 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $239,612 | TotalAmt |
| Program Services | $201,274 | ProgramServicesAmt |
| Management And General | $38,338 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $176,232 | TotalAmt |
| Program Services | $148,035 | ProgramServicesAmt |
| Management And General | $28,197 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $751,287 | TotalAmt |
| Program Services | $631,081 | ProgramServicesAmt |
| Management And General | $120,206 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,420,607 | TotalAmt |
| Program Services | $3,713,310 | ProgramServicesAmt |
| Management And General | $707,297 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,982 | TotalAmt |
| Program Services | $5,865 | ProgramServicesAmt |
| Management And General | $1,117 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Dues & Licenses | $475,920 | $399,773 | $76,147 |
| Medical Supplies | $311,442 | $311,442 | |
| Recruitment | $59,227 | $49,751 | $9,476 |
| Tax Expense | -$249,128 | -$249,128 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,524 | TotalAmt |
| Program Services | $10,520 | ProgramServicesAmt |
| Management And General | $2,004 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $108,048,974 | TotalAmt |
| Program Services | $84,884,499 | ProgramServicesAmt |
| Management And General | $23,164,475 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,095,775 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $436,319 | BOYAmt |
| EOY | $1,010,542 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $126,732 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,996,776 | BOYAmt |
| EOY | $3,510,131 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $259,817 | BOYAmt |
| EOY | $3,618,109 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $54,820,370 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $26,138,017 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,299,009 | BOYAmt |
| EOY | $28,682,353 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $184,724,085 | BOYAmt |
| EOY | $453,924,933 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $80,897,170 | BOYAmt |
| EOY | $79,321,704 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $73,963,238 | BOYAmt |
| EOY | $135,572,900 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $374,672,189 | BOYAmt |
| EOY | $705,767,404 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,643,112 | BOYAmt |
| EOY | $264,391,820 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,459,204 | BOYAmt |
| EOY | $2,209,204 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $477,155 | BOYAmt |
| EOY | $458,437 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,237,029 | BOYAmt |
| EOY | $13,659,577 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,816,500 | BOYAmt |
| EOY | $280,719,038 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $303,855,689 | BOYAmt |
| EOY | $425,048,366 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $303,855,689 | BOYAmt |
| EOY | $425,048,366 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $374,672,189 | BOYAmt |
| EOY | $705,767,404 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $6,642,792 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$9,208,663 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $123,758,548 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type2 | Yes (X) | SupportingOrgType2Ind |
| Supported Organizations | 4 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp (4 entries)
| EINEIN | Organization TypeOrganizationTypeDesc | Governing Document ListedGoverningDocumentListedInd | SupportSupportAmt | Other SupportOtherSupportAmt |
|---|---|---|---|---|
| Summa Health System | ||||
| 340714755 | 3 | Yes (true) | $0 | $0 |
| The Wadsworth-Rittman Area Hospital Association | ||||
| 346549371 | 3 | false | $0 | $0 |
| Summa Barberton Citizens Hospital | ||||
| 261375072 | 3 | false | $0 | $0 |
| Summa Foundation | ||||
| 341219001 | 7 | Yes (true) | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 4 | SupportedOrganizationsTotalCnt |
| Support Sum | $0 | SupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | false | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | false | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | false | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | false | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | false | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | Yes (true) | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | false | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | false | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | false | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | false | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | false | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | false | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | false | ContributionControllerInd |
| Contribution Family | false | ContributionFamilyInd |
| Contribution35 Controlled | false | Contribution35ControlledInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Majority Dir Trst Supported Org | false | MajorityDirTrstSupportedOrgInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule A, Part IV, Section A, Line 1 Supported Orgs Listed By Name | Summa Health System and Summa Foundation are designated as supported organizations 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 2014 Summa Health provided support to the University of Akron and the YMCA of Akron. |
| 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. Thomas J. Strauss is System President and CEO and an officer and director for both organizations, Brian Derrick is System CFO and an officer for both organizations, and first William Powell III and then Robert Gerberry served as Secretary and General Counsel and an officer for both organizations. |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | false | VolunteersInd |
| Paid Staff Or Management | Yes (true) | PaidStaffOrManagementInd |
| Media Advertisements | Yes (true) | MediaAdvertisementsInd |
| Media Advertisements | $68 | MediaAdvertisementsAmt |
| Mailings Members | Yes (true) | MailingsMembersInd |
| Mailings Members | $102 | MailingsMembersAmt |
| Publications Or Broadcast | Yes (true) | PublicationsOrBroadcastInd |
| Publications Or Broadcast | $283 | PublicationsOrBroadcastAmt |
| Grants Other Organizations | false | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (true) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $189,380 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | false | OtherActivitiesInd |
| Total Lobbying Expenditures | $189,833 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY | FormAndLineReferenceDesc |
| Explanation | Part II-B, Line 1 In 2014, Summa Health board members, management, physicians and staff interacted with public sector leadership to influence select health policy and funding priorities. On a federal level, Summa leadership partnered with federal delegation members and staff on issues pertaining to the sustainable growth rate, graduate medical education, Medicare payments, and insurance reform. Summa also devoted a greater percentage of its advocacy resources to advance the Medicaid expansion issue within Ohio. Summa staff also interacted with state legislators and staff on issues related to insurance reform, workforce development, Medicaid payment and reform, and the Ohio Capital Bill. | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $17,564,266 | BeginningYearBalanceAmt |
| Contributions | $1,927,171 | ContributionsAmt |
| Investment Earnings Or Losses | $474,998 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $19,966,435 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $16,730,853 | BeginningYearBalanceAmt |
| Contributions | $70,706 | ContributionsAmt |
| Investment Earnings Or Losses | $762,707 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $17,564,266 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $15,896,469 | BeginningYearBalanceAmt |
| Contributions | $347,618 | ContributionsAmt |
| Investment Earnings Or Losses | $486,766 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $16,730,853 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $15,633,840 | BeginningYearBalanceAmt |
| Contributions | $113,108 | ContributionsAmt |
| Investment Earnings Or Losses | $149,521 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $15,896,469 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $13,145,135 | BeginningYearBalanceAmt |
| Contributions | $2,481,325 | ContributionsAmt |
| Investment Earnings Or Losses | $7,380 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $15,633,840 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.0 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,081,433 | OtherCostOrOtherBasisAmt |
| Book Value | $1,081,433 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $41,274,297 | OtherCostOrOtherBasisAmt |
| Depreciation | $23,248,744 | DepreciationAmt |
| Book Value | $18,025,553 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $11,350,841 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,889,273 | DepreciationAmt |
| Book Value | $8,461,568 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,113,799 | OtherCostOrOtherBasisAmt |
| Book Value | $1,113,799 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $28,682,353 | TotalBookValueLandBuildingsAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp (7 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Ohio Health Choice, Inc | $2,986,734 | F |
| Middlebury Assurance Company | $41,009,165 | F |
| Summacare, Inc. | $1,000,000 | C |
| Summa Insurance Company | $25,226,327 | C |
| Summa Integrated Services Org | $8,086,075 | F |
| PCCN, LLC | $993,403 | F |
| OPA, LLC | $20,000 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $79,321,704 | TotalBookValueProgramRltdAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Receivables from Affiliates | $133,113,696 |
| University of Akron Pledge | $2,459,204 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $135,572,900 | TotalBookValueOtherAssetsAmt |
| Total Liability | $0 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. |
| Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote | The System and most of its subsidiaries are not-for-profit corporations as described in Section 501(c)(3) of the Internal Revenue Code (Code) and are exempt from federal income taxes pursuant to Section 501(A) of the Code. The System also has certain subsidiaries that are taxable for federal income tax purposes. Summa Insurance Company ("SIC"), together with affiliates of Summa Health System Corporation ("SHSC"), file 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. SIC is not subject to state income taxes and 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 of deferred tax assets and liabilities of a change in tax rates is recognized in income in the period that includes the enactment date. The system recognizes interest income, interest expense, and penalties related to uncertain tax positions with the provision for income tax. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|
| Central America and the Caribbean | Program Services | Self Insurance | $58,779,298 |
| Central America and the Caribbean | Unrelated Business Activities | $6,370 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $58,785,668 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $58,785,668 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule F, Part I, Line 3(f) Program Service Activity | FormAndLineReferenceDesc |
| Explanation | $58,045,894 Investments 733,404 Expenses $58,779,298 Total | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| University of Akron | ||||||||
| 302 Buchtel Common | Akron | OH | 44301 | 346002924 | Governmental | $255,000 | Educational | |
| YMCA of Akron | ||||||||
| 50 South Main Street | Akron | OH | 44308 | 340714727 | 501(c)(3) | $122,174 | Mission Support | Ste LL 100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule I, Part I, Line 2 Description Of Procedure 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. |
| 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. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Personal Services | Yes (X) | PersonalServicesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (24 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| THOMAS J STRAUSS | ||||||||||||||
| SYSTEM PRESIDENT & CEO (END 12/14) | $873,865 | $0 | $263,899 | $0 | $2,967,158 | $0 | $108,876 | $0 | $13,398 | $0 | $4,227,196 | $0 | $94,604 | $0 |
| MICHAEL HUGHES MD | ||||||||||||||
| DIRECTOR | $0 | $658,979 | $0 | $0 | $0 | $900 | $0 | $7,800 | $0 | $8,170 | $0 | $675,849 | $0 | $0 |
| R DOUGLAS TROCHELMAN MD | ||||||||||||||
| DIRECTOR | $0 | $679,815 | $0 | $39,561 | $0 | $900 | $0 | $9,100 | $0 | $7,511 | $0 | $736,887 | $0 | $0 |
| VIVIAN VON GRUENIGEN MD | ||||||||||||||
| DIRECTOR | $0 | $471,762 | $0 | $0 | $0 | $900 | $0 | $3,000 | $0 | $12,981 | $0 | $488,643 | $0 | $0 |
| ROBERT D HARRIGAN | ||||||||||||||
| Former officer | $15,007 | $0 | $148,055 | $0 | $1,008,997 | $0 | $0 | $0 | $5,833 | $0 | $1,177,892 | $0 | $0 | $0 |
| BRIAN DERRICK | ||||||||||||||
| SYSTEM CFO & ASSIST TREAS | $509,110 | $0 | $133,187 | $0 | $171,384 | $0 | $51,969 | $0 | $9,918 | $0 | $875,568 | $0 | $11,703 | $0 |
| ROBERT A GERBERRY | ||||||||||||||
| SECRETARY & GENERAL COUNSEL | $181,318 | $0 | $8,468 | $0 | $600 | $0 | $4,711 | $0 | $429 | $0 | $195,526 | $0 | $0 | $0 |
| WILLIAM A POWEL III | ||||||||||||||
| SECRETARY & GENERAL COUNSEL (end 11/14) | $346,197 | $0 | $85,315 | $0 | $768,188 | $0 | $55,640 | $0 | $9,213 | $0 | $1,264,553 | $0 | $44,128 | $0 |
| KYLE KLAWITTER BARR | ||||||||||||||
| SENIOR VP, SYSTEM HR (END 6/14) | $140,568 | $0 | $60,038 | $0 | $94,473 | $0 | $4,662 | $0 | $3,626 | $0 | $303,367 | $0 | $36,725 | $0 |
| ERIC HUMPHREY | ||||||||||||||
| SENIOR VP, System HR | $196,526 | $0 | $24,060 | $0 | $44,021 | $0 | $6,125 | $0 | $6,849 | $0 | $277,581 | $0 | $0 | $0 |
| KATHLEEN JOBE | ||||||||||||||
| CNO, SBH, WRH | $0 | $176,796 | $0 | $25,371 | $0 | $39,566 | $0 | $7,144 | $0 | $5,321 | $0 | $254,198 | $0 | $0 |
| GREG KALL | ||||||||||||||
| SENIOR VP, CIO | $300,032 | $0 | $61,121 | $0 | $129,188 | $0 | $43,434 | $0 | $5,266 | $0 | $539,041 | $0 | $36,292 | $0 |
| UNHEE KIM | ||||||||||||||
| SENIOR VP, CLINICAL SERVICES | $384,658 | $0 | $86,551 | $0 | $167,550 | $0 | $50,902 | $0 | $9,325 | $0 | $698,986 | $0 | $43,970 | $0 |
| PATRICE LANGE | ||||||||||||||
| SENIOR VP, PLANNING & SUPPORT (END 11/14) | $241,805 | $0 | $61,528 | $0 | $583,788 | $0 | $40,448 | $0 | $4,027 | $0 | $931,596 | $0 | $29,722 | $0 |
| THOMAS MALONE MD | ||||||||||||||
| PRESIDENT, SHS, SBH, WRH | $544,769 | $0 | $0 | $0 | $221,323 | $0 | $3,056 | $0 | $5,691 | $0 | $774,839 | $0 | $0 | $0 |
| THOMAS P O'NEILL | ||||||||||||||
| VP, CFO SHS | $289,459 | $0 | $60,026 | $0 | $147,166 | $0 | $31,161 | $0 | $2,897 | $0 | $530,709 | $0 | $28,354 | $0 |
| ERIK STEELE DO | ||||||||||||||
| CMO, SUMMA HOSPITALS | $518,580 | $0 | $72,815 | $0 | $132,886 | $0 | $17,680 | $0 | $5,792 | $0 | $747,753 | $0 | $0 | $0 |
| MARK TERPYLAK DO | ||||||||||||||
| PRESIDENT, SUMMA ACO | $250,741 | $0 | $31,205 | $0 | $59,210 | $0 | $0 | $0 | $767 | $0 | $341,923 | $0 | $0 | $0 |
| MARY WARD | ||||||||||||||
| SENIOR VP, CNO | $362,389 | $0 | $79,838 | $0 | $153,907 | $0 | $48,477 | $0 | $2,555 | $0 | $647,166 | $0 | $45,359 | $0 |
| CHARLES ROSS MD | ||||||||||||||
| CHIEF MEDICAL INFORMATION OFFICER (END 11/14) | $228,919 | $0 | $59,237 | $0 | $212,561 | $0 | $29,571 | $0 | $6,491 | $0 | $536,779 | $0 | $22,952 | $0 |
| CHARLES VIGNOS | ||||||||||||||
| VP MANAGED CARE | $213,912 | $0 | $54,223 | $0 | $57,995 | $0 | $28,265 | $0 | $8,460 | $0 | $362,855 | $0 | $18,923 | $0 |
| ROXIA BOYKIN | ||||||||||||||
| VP, COMM BENEFIT & DIVERSITY | $183,247 | $0 | $40,329 | $0 | $67,000 | $0 | $20,125 | $0 | $3,317 | $0 | $314,018 | $0 | $17,202 | $0 |
| JAY MITZEL | ||||||||||||||
| VP, SUPPLY CHAIN (END 5/14) | $67,450 | $0 | $28,382 | $0 | $152,398 | $0 | $3,467 | $0 | $6,245 | $0 | $257,942 | $0 | $0 | $0 |
| ED FRIEDL | ||||||||||||||
| VP, CONSTRUCTION | $216,615 | $0 | $33,351 | $0 | $36,815 | $0 | $6,192 | $0 | $5,424 | $0 | $298,397 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 1a Tax indemnification and gross-up payments | Summa Health grossed up taxes for supplemental executive retirement programs paid to three officers, eight key employees, three highest compensated employees, and two former employees. The amount of the gross up is recognized as additional taxable compensation. |
| Schedule J, Part I, Line 1a Health or social club dues or initiation fees | Social club dues were paid on behalf of one officer. The personal use is recognized as additional taxable compensation. |
| Schedule J, Part I, Line 1a Personal services | Legal services were paid on behalf of one officer. The personal use is recognized as additional taxable compensation. |
| Schedule J, Part I, Line 4a Severance or change-of-control payment | In 2014, the following listed persons received severance payments and benefits from the organization or from a related organization: Patrice Lange $284,919; William Powel, III $418,813; Thomas J. Strauss $1,787,410; Charles Ross, MD $38,442; Robert D. Harrigan $638,238; Jay Mitzel $107,686. |
| Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan | Summa Health has a 457(f) program which rewards certain officers, directors, key and highest compensated employees for meeting long term strategic objectives of the organization. Amounts includible as taxable compensation for listed individuals due to plan participation in the reporting year were as follows: Kyle Klawitter Barr $52,541; Roxia Boykin $24,613; Brian Derrick $33,787; Robert D. Harrigan $110,849; Greg Kall $53,537; Unhee Kim $66,018; Patrice Lange $45,396; Thomas O'Neill $39,385; William Powel, III $67,398; Charles Ross, MD $33,837; Eric Steele, DO $5,690; Thomas J. Strauss $144,492; Charles Vignos $29,204; Mary Ward $65,698. |
| 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 include clinical quality, patient satisfaction, employee/physician satisfaction, net operating income 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. |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| Cynthia Browning | |||
| Family Member of Nicholas Browning, Summa Health Board Member | $66,228 | Employment | false |
| Deanne Kvach | |||
| Family Member of Kyle Klawitter Barr, Summa Health Key Employee | $34,777 | Employment | false |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (12 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 2 Family/business relationships amongst interested persons | Michael Hughes, M.D., Douglas Trochelman, M.D., Vivian Von Gruenigen, M.D., Thomas P. O'Neill, William A. Powel, III, and Robert A. Gerberry - Business relationship, Ricahrd Marsh, Leila Vespoli, and Anthony Lockhart - Business relationship, Thomas Strauss and Thomas Malone, M.D. - Business relationship, Thomas P. O'Neill and Unhee Kim - Business relationship, Erik Steele, D.O. and Thomas P. O'Neill - Business relationship, James R. McIlvaine, William A. Powel, III, Brian Derrick, Erik Steele, D.O., and Thomas Strauss - Business relationship |
| Form 990, Part VI, Line 4 Significant changes to organizational documents | The Code of Regulations was amended in December 2014. The significant change was to create an Executive Committee of the Board of Directors. The Executive Committee is comprised of six (6) members including the Chair, two (2) Community Member Designated Directors, a Physician Director, and two (2) other Directors. All members of the Executive Committee are Directors of Summa Health. The Executive Committee is authorized to meet on an ad hoc basis and is authorized to exercise the powers of the Board at such time as the Board is not in session, subject to restrictions imposed by previous decisions of the Board and to the provisions of the Summa Health Code of Regulations. All interim actions by the Executive Committee are reported at the Board's next meeting succeeding such action. Additionally, the name of the organization was changed from Summa Health System to Summa Health. |
| Form 990, Part VI, Line 6 Classes of members or stockholders | The members of Summa Health are Summa Health System Community and HealthSpan Partners. Summa Health Sytem Community's interest is 70% and HealthSpan Partners' interest is 30% |
| Form 990, Part VI, Line 7a Members or stockholders electing members of governing body | The members of the corporation are Summa Health System Community and HealthSpan Partners. The members have the following powers: 1. HealthSpan Partners to elect 5 directors (at least 1 to be a resident or community leader active in Summa's market area and at least 1 to be a physician, these may be the same individual). 2. Summa Health to elect 10 directors (7 elected lay directors and 3 physician director). A Director may only be removed by the Member which elected such Director, and if a Member removes a Director elected by such Member, then that Member may elect a Director to fill the vacancy. |
| Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders | The following are reserved powers for the Members of the Corporation: 1. Actions that would adversely impact the tax-exempt status of the Corporation or Mercy Health 2. Appointment of a new CEO 3. Dissolution, merger, conversion, or consolidation of the Corporation, or sale/lease/disposition of substantially all of the Corporation's assets 4. Sale, lease, disposition of Corporation's core operating assets as defined in Definitive Agreement 5. Addition of a new corporate member of the Corporation 6. Amendment to the Statement of Common Values 7. Amendment to the Articles of Incorporation or Code of Regulations Reserved Powers 1, 3, 4, 5, 6, and 7 require the approval of each of the Members |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | The return was reviewed in detail by a committee consisting of internal legal counsel, financial management, and an external auditor. The review committee included the Senior Vice President, Finance & CFO and the Senior Vice President, Legal Services & General Counsel. This detailed review occurred in October 2015. Following this review and incorporation of changes recommended by this committee, the return was provided to the Summa Health Committee on Governance prior to its October 2015 meeting for further review. The Committee on Governance is a standing committee appointed by the Summa Health Board of Directors and includes members of the Board of Directors. After these reviews by the Committee on Governance and the Community Benefits 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, Senior Managers, Medical Directors, Employed Physicians, Contracted Physicians, Administrative Directors, Executive Directors, Department Heads, Managers, Supervisors, and Members of Purchasing Committees for completion. Responses are individually reviewed for determination of potential conflicts. Those responses deemed to present potential conflicts are then presented to the Governance Committee (Sub-Committee of the Summa Health Board of Directors). The Governance Committee 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. Disclosure Procedure: Any person with a conflicting interest in any transaction or arrangement is required to disclose the conflicting interest to the Board or committee considering such transaction or arrangement prior to or at the beginning of any meeting at which such transaction or arrangement is under consideration. The person with a conflicting interest is prohibited from using his/her personal influence on the matter but may briefly state his/her position on the transaction or arrangement and answer questions raised by members of the Board or committee. The person with a conflicting interest is prohibited from otherwise participating in the decision and may be required to leave the meeting during the discussion and vote on the transaction or arrangement. In addition, if appropriate, a non-interested person or committee may be appointed to investigate alternatives to the proposed transaction or arrangement. The minutes of Board meetings and committee meetings reflect whether any conflicting interests were disclosed, the nature of the conflicting interests, and the names of persons who were present for discussion and votes relating to the transaction or arrangement. |
| Form 990, Part VI, Line 15a Process to establish compensation of top management official | Executive Compensation: The Compensation 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 Compensation Committee is an independent director and is not affiliated with management. The Compensation Committee engages outside consulting support to provide independent market data, advice and counsel to the Compensation Committee. For the past five years, the Compensation Committee has used Hay Group, a nationally recognized consulting firm, to assist their efforts. The Hay Group provides the following services to the Compensation 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 Compensation Committee on matters related to executive compensation. Each year the Compensation Committee reviews and approves the compensation for the following positions: Summa Health * President & CEO * Senior Vice President, Finance & CFO * Senior Vice President, Legal Services & General Counsel * Senior Vice President, IT&S & CIO * Senior Vice President, Service Lines, Ambulatory & Ancillary * Senior Vice President, Planning & Marketing * Senior Vice President & Chief Nursing Officer * Senior Vice President, Human Resources * Senior Vice President, Chief Medical Officer * Chief Operating Officer * President, SummaCare |
| Form 990, Part VI, Line 15b Process to establish compensation of other employees | See response to Part VI, Line 15a for process of determining compensation of the organization's other officers or key employees. |
| 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.summahealth.org). The financial statements are also available through the Electronic Municipal Market Access (www.emma.msrb.org). |
| Form 990, Part IX, Line 11g Other Fees | Non-Billable Purchased Services - Total Expense: 14584500, Program Service Expense: 12250980, Management and General Expenses: 2333520, Fundraising Expenses: ; Consultant Fees - Total Expense: 3166956, Program Service Expense: 2660244, Management and General Expenses: 506712, Fundraising Expenses: ; Corporate Sponsorships - Total Expense: 390300, Program Service Expense: , Management and General Expenses: 390300, Fundraising Expenses: ; Health Screening - Total Expense: 192629, Program Service Expense: 192629, Management and General Expenses: , Fundraising Expenses: ; Repairs & Maintenance - Total Expense: 1767454, Program Service Expense: 1484661, Management and General Expenses: 282793, Fundraising Expenses: ; |
| Form 990, Part XI, Line 9 Other changes in net assets or fund balances | Transfers to/from Affiliates - XXX-XX-XXXX; Other Adjustments - 174548; |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Summa Health Network LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 525 East Market Street | AddressLine1Txt |
| City | Akron | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44304 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 341887844 | EIN |
| Primary Activities | Contracting | PrimaryActivitiesTxt |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Total Income | $4,866,000 | TotalIncomeAmt |
| End Of Year Assets | $11,869,000 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Summa Health | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Summa Health System Community | ||||||||||
| 525 East Market Street | Akron | OH | 44034 | 463018310 | Supporting Organization | OH | 501(c)(3 | Type II | Summa Health | Yes (true) |
| Summa Robinson Health Ventures | ||||||||||
| 525 East Market Street | Akron | OH | 44309 | 208650711 | Supporting Organization | OH | 501(c)(3 | Type I | Summa Health | Yes (true) |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt |
|---|---|---|---|---|---|---|---|---|
| Ohio Sleep Disorders LLC | ||||||||
| 130 W Exchange | Akron | OH | 44302 | 341872278 | Sleep Center | OH | NA | Related |
| Summa Rehab Hospital | ||||||||
| 29 North Adams Street | Akron | OH | 44034 | 271952573 | Rehab Hospital | OH | Summa Health System | Related |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (11 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd | Address Line1ForeignAddress/AddressLine1Txt | Address Line2ForeignAddress/AddressLine2Txt | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Ohio Health Choice Inc | ||||||||||||||||||
| 525 East Market Street | Akron | OH | 44304 | 341895396 | PPO | OH | SHS Corp | C Corporation | $2,676,800 | $4,081,600 | 0.8 | Yes (true) | ||||||
| Summa Insurance Company Inc | ||||||||||||||||||
| 10 North Main Street | Akron | OH | 44308 | 341809108 | Prop/Cas Ins | OH | SHS Corp | C Corporation | $235,010,709 | $72,396,586 | 1 | Yes (true) | ||||||
| Summa Health System Corp | ||||||||||||||||||
| 525 East Market Street | Akron | OH | 44304 | 341515252 | Mgmt Svcs | OH | Summa Health | C Corporation | $612,093 | $6,211,355 | 1 | Yes (true) | ||||||
| Wadsworth Rittman Hos Prof Svc Corp | ||||||||||||||||||
| 195 Wadsworth Rd | Wadsworth | OH | 44281 | 010842997 | Prof Med Svcs | OH | SHS Corp | C Corporation | $0 | $0 | 1 | Yes (true) | ||||||
| Middlebury Assurance Company | ||||||||||||||||||
| 980405096 | Self Insurance | Summa Health | C Corporation | $12,186,668 | $65,678,000 | 1 | Yes (true) | PO Box 1051 | KY1-1102 | Grand Cayman | CJ | CJ | ||||||
| Summacare Inc | ||||||||||||||||||
| 10 North Main Street | Akron | OH | 44308 | 341726655 | Prop/Cas Ins | OH | SIC | C Corporation | $283,915,318 | $82,292,518 | 1 | Yes (true) | ||||||
| Aris Teleradiology Holdings Inc | ||||||||||||||||||
| 5655 Hudson Drive | Hudson | OH | 44236 | 453697866 | Radiology Svc | OH | Summa Health System | C Corporation | $9,312,557 | $6,896,927 | 0.579 | Yes (true) | Suite 210 | |||||
| Summa Accountable Care Organization | ||||||||||||||||||
| 525 East Market Street | Akron | OH | 44304 | 273857055 | Contracting | OH | Summa Health | C Corporation | $12,776,023 | $3,526,018 | 1 | Yes (true) | ||||||
| Health Care Centers Physicians Inc | ||||||||||||||||||
| 1900 23rd Street | Cuyahoga Falls | OH | 44223 | 341692767 | Inactive | OH | SHS Corp | C Corporation | $0 | $0 | 1 | Yes (true) | ||||||
| Summa Management Services Organization | ||||||||||||||||||
| 10 North Main Street | Akron | OH | 44308 | 461145832 | Mgmt Svcs | OH | SHS Corp | C Corporation | $37,513,555 | $9,046,000 | 1 | Yes (true) | ||||||
| Summa Integrated Services Organization | ||||||||||||||||||
| 10 North Main Street | Akron | OH | 44308 | 461159251 | Mgmt Svcs | OH | SHS Corp | C Corporation | $20,525,030 | $22,951,000 | 1 | Yes (true) | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (true) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | Yes (true) | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (18 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| SummaCare Inc | ||
| A | $2,239,099 | FMV |
| Middlebury Assurance Company | ||
| F | $2,980,960 | FMV |
| Middlebury Assurance Company | ||
| F | $5,000,000 | Cost |
| Summa Physicians Inc | ||
| L | $1,312,598 | FMV |
| Summa Health System | ||
| L | $1,032,648 | FMV |
| Summa Barberton Citizens Hospital | ||
| L | $138,662 | FMV |
| Summacare Inc | ||
| L | $190,216,000 | FMV |
| Middlebury Assurance Company | ||
| P | $664,761 | FMV |
| Summa Rehab Hospital LLC | ||
| Q | $148,250 | FMV |
| Summa Accountable Care Organization | ||
| Q | $2,075,478 | FMV |
| Summa Health System | ||
| Q | $77,718,646 | Cost |
| Summa Barberton Citizens Hospital | ||
| Q | $9,166,804 | Cost |
| The Wadsworth-Rittman Area Hospital Assoc | ||
| Q | $3,007,606 | Cost |
| Summa Physicians Inc | ||
| Q | $1,619,217 | Cost |
| Summa Insurance Company | ||
| Q | $4,025,597 | FMV |
| Summa Foundation | ||
| R | $101,840 | Cost |
| Middlebury Assurance Company | ||
| S | $4,347,724 | Cost |
| Ohio Health Choice Inc | ||
| A | $76,988 | FMV |