Skip to content
Nonprofiteer
← SUMMA HEALTH GROUP RETURN

Form 990 for tax year 2022

Filed by SUMMA HEALTH GROUP RETURN.

Totals

Total revenue
$1,483,922,365
Total expenses
$1,540,899,920
Contributions and grants received
$49,544,714
Grants paid
$8,094,852
Program service revenue
$1,373,709,699
Investment income
$37,589,783
Other revenue
$23,078,169
Total assets, end of year
$1,810,856,061
Total liabilities, end of year
$1,310,414,836
Net assets or fund balances, end of year
$500,441,225
Program services expenses (Part IX)
$1,333,019,440
Management and general expenses
$205,204,554
Fundraising expenses
$2,675,926
Program service expenses (Part III)
$1,333,019,440

Program services were 86.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1e · Government grants (contributions)

    $37,982,196

  • 1f · All other contributions, gifts and grants

    $11,562,518

  • 2a · Program service revenue: PATIENT SVCS LESS BD

    total $1,148,579,192 · related or exempt $1,148,579,192

  • 2b · Program service revenue: PHARMACY REVENUE

    total $129,194,357 · related or exempt $129,007,436 · unrelated business $186,921

  • 2c · Program service revenue: SHMG PRACTICE SUPPORT

    total $79,060,153 · related or exempt $79,060,153

  • 2d · Program service revenue: PROGRAM RELATED INVEST

    total $7,683,977 · related or exempt $7,540,190 · unrelated business $143,787

  • 2e · Program service revenue: LAB REVENUE

    total $2,821,926 · unrelated business $2,821,926

  • 2f · All other program service revenue

    total $6,370,094 · related or exempt $6,370,094

  • 3 · Investment income

    total $262,518 · excluded $262,518

  • 6a · Gross rents

    real property $1,426,967

  • 6b · Less rental expenses

    real property $609,521

  • 6c · Rental income or loss

    real property $817,446

  • 6d · Net rental income or loss

    total $817,446 · excluded $817,446

  • 7a · Gross sales of assets other than inventory

    securities $226,763 · other assets $38,324,189

  • 7b · Less cost or other basis and sales expenses

    securities $0 · other assets $1,223,687

  • 7c · Gain or loss

    securities $226,763 · other assets $37,100,502

  • 7d · Net gain or loss

    total $37,327,265 · excluded $37,327,265

  • 11a · Other revenue: CAFETERIA SALES

    total $6,286,964 · unrelated business $3,920 · excluded $6,283,044

  • 11b · Other revenue: PY PENSION SERV. COSTS

    total $4,559,189 · excluded $4,559,189

  • 11c · Other revenue: CPC PLUS PROGRAM

    total $2,829,390 · excluded $2,829,390

  • 11d · All other revenue

    total $8,585,180 · unrelated business $413,213 · excluded $8,171,967

  • 11e · Other revenue, total

    $22,260,723

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $8,094,852 · program services $8,094,852

  • 5 · Compensation of officers, directors and key employees

    total $5,653,787 · program services $4,736,743 · management and general $917,044

  • 6 · Compensation of disqualified persons

    total $76,430 · program services $64,033 · management and general $12,397

  • 7 · Other salaries and wages

    total $562,442,648 · program services $469,683,325 · management and general $90,931,769 · fundraising $1,827,554

  • 8 · Pension plan contributions

    total $9,538,227 · program services $7,950,295 · management and general $1,539,195 · fundraising $48,737

  • 9 · Other employee benefits

    total $57,652,646 · program services $48,072,273 · management and general $9,306,902 · fundraising $273,471

  • 10 · Payroll taxes

    total $32,919,417 · program services $27,485,209 · management and general $5,321,200 · fundraising $113,008

  • 11a · Fees: management

    total $2,939,156 · program services $2,462,425 · management and general $476,731

  • 11c · Fees: accounting

    total $251,048 · management and general $251,048

  • 11d · Fees: lobbying

    total $7,150 · management and general $7,150

  • 11g · Fees: other

    total $114,347,137 · program services $85,631,426 · management and general $28,705,787 · fundraising $9,924

  • 12 · Advertising and promotion

    total $46,998 · program services $37,135 · management and general $7,189 · fundraising $2,674

  • 13 · Office expenses

    total $10,790,013 · program services $8,990,735 · management and general $1,740,627 · fundraising $58,651

  • 14 · Information technology

    total $1,287,184 · program services $1,006,410 · management and general $194,843 · fundraising $85,931

  • 16 · Occupancy

    total $19,088,503 · program services $15,992,348 · management and general $3,096,155

  • 17 · Travel

    total $476,364 · program services $391,131 · management and general $75,724 · fundraising $9,509

  • 19 · Conferences, conventions and meetings

    total $1,400,656 · program services $1,134,047 · management and general $219,554 · fundraising $47,055

  • 20 · Interest

    total $28,069,843 · program services $23,516,914 · management and general $4,552,929

  • 22 · Depreciation, depletion and amortization

    total $60,721,281 · program services $50,872,289 · management and general $9,848,992

  • 23 · Insurance

    total $11,195,997 · program services $9,380,006 · management and general $1,815,991

  • 24a · Other expenses: MEDICAL SUPPLIES

    total $328,981,985 · program services $328,970,418 · fundraising $11,567

  • 24b · Other expenses: MANAGEMENT FEES

    total $174,360,734 · program services $146,079,423 · management and general $28,281,311

  • 24c · Other expenses: SHMG PRACTICE SUPPORT

    total $79,290,945 · program services $66,429,954 · management and general $12,860,991

  • 24d · Other expenses: TAXES AND FRANCHISE FEE

    total $28,537,092 · program services $23,908,376 · management and general $4,628,716

  • 24e · All other expenses

    total $2,729,827 · program services $2,129,673 · management and general $412,309 · fundraising $187,845

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $91,494 · end of year $47,927

  • 2 · Savings and temporary cash investments

    beginning of year $5,177,105 · end of year $4,765,793

  • 4 · Accounts receivable

    beginning of year $174,777,799 · end of year $207,184,525

  • 7 · Other notes and loans receivable

    beginning of year $491,685 · end of year $456,936

  • 8 · Inventories for sale or use

    beginning of year $22,206,564 · end of year $28,091,686

  • 9 · Prepaid expenses and deferred charges

    beginning of year $15,672,721 · end of year $10,145,569

  • 10a · Land, buildings and equipment: cost or other basis

    $1,692,898,131

  • 10b · Land, buildings and equipment: accumulated depreciation

    $982,951,143

  • 10c · Land, buildings and equipment, net

    beginning of year $670,406,014 · end of year $709,946,988

  • 11 · Investments: publicly traded securities

    beginning of year $10,383 · end of year $0

  • 13 · Investments: program-related

    beginning of year $12,044,160 · end of year $11,965,868

  • 14 · Intangible assets

    beginning of year $2,228,740 · end of year $2,228,740

  • 15 · Other assets

    beginning of year $950,217,402 · end of year $836,022,029

  • 17 · Accounts payable and accrued expenses

    beginning of year $66,524,567 · end of year $75,337,102

  • 19 · Deferred revenue

    beginning of year $667,411 · end of year $1,219,340

  • 20 · Tax-exempt bond liabilities

    beginning of year $570,032,271 · end of year $558,377,765

  • 25 · Other liabilities

    beginning of year $719,058,469 · end of year $675,480,629

  • 27 · Net assets without donor restrictions

    beginning of year $496,839,261 · end of year $500,261,126

  • 28 · Net assets with donor restrictions

    beginning of year $202,088 · end of year $180,099

Mission and programs · 2022

Mission

SUMMA HEALTH'S MISSION IS TO PROVIDE THE HIGHEST QUALITY, COMPASSIONATE CARE TO PATIENTS AND MEMBERS AND CONTRIBUTE TO A HEALTHIER COMMUNITY.

Activities or mission (Part I)

THE MISSION OF SUMMA HEALTH IS TO PROVIDE THE HIGHEST QUALITY, COMPASSIONATE CARE TO OUR PATIENTS AND TO CONTRIBUTE TO A HEALTHIER COMMUNITY.

  • OUTPATIENT SERVICES FOR 2022: SUMMA HEALTH SYSTEM, AND SUMMA PHYSICIANS, INC. DBA SUMMA HEALTH MEDICAL GROUP, PROVIDED OVER 1.8 MILLION OCCASIONS OF SERVICE, INCLUDING 129,331 EMERGENCY DEPARTMENT VISITS, 9,143 OBSERVATION PATIENTS, 16,390 SURGICAL OPERATIONS, AND OVER 1.6 MILLION OTHER OUTPATIENT VISITS.

    Expenses $582,095,344 · Revenue $617,396,403

  • INPATIENT SERVICES FOR 2022: SUMMA HEALTH SYSTEM HAD APPROXIMATELY 711 BEDS IN SERVICE, ADMITTED 41,767 ADULT PATIENTS, AND DELIVERED 4,760 NEWBORNS. THE ADULT PATIENTS RECEIVED 173,343 DAYS OF CARE, INPATIENT SURGERIES TOTALED 7,500, EMERGENCY ADMISSIONS TOTALED 25,195 AND THE AVERAGE LENGTH OF STAY WAS 4.15 DAYS.

    Expenses $504,946,437 · Revenue $535,568,815

  • RESEARCH/EDUCATION FOR 2022: SUMMA HEALTH HAS A HISTORY OF SPONSORING AND SUPPORTING BASIC AND CLINICAL RESEARCH TO UNDERSTAND DISEASES AND TREATMENT. CENTERS, PROGRAMS AND LABS FACILITATE RESEARCH IN A NUMBER OF MEDICAL FIELDS. SUMMA HEALTH FOSTERS A LEARNING ENVIRONMENT FOR THE NEXT GENERATION OF CAREGIVERS. AT SUMMA HEALTH'S HOSPITALS, APPROXIMATELY 285 MEDICAL SCHOOL GRADUATES TRAIN IN 12 ACCREDITED RESIDENCY PROGRAMS, EIGHT ACCREDITED FELLOWSHIP TRAINING PROGRAMS AND ONE NON-ACCREDITED FELLOWSHIP PROGRAM. SUMMA HEALTH PROVIDES CLINICAL LEARNING EXPERIENCES TO NEARLY 2,200 NURSING, MEDICAL, PHARMACY, EMERGENCY MEDICAL TECHNICIAN, PARAMEDIC, AND ALLIED HEALTH STUDENTS.

    Expenses $51,262,013 · Revenue $14,220,343

  • PART III LINE 4D - OTHER PROGRAM SERVICES: SUMMA HEALTH IS AN INTEGRATED HEALTHCARE DELIVERY SYSTEM THAT PROVIDES COORDINATED, VALUE-BASED CARE ACROSS THE CONTINUUM FOR THE PEOPLE AND POPULATIONS WE SERVE. WE HOLD OURSELVES CLINICALLY AND FINANCIALLY ACCOUNTABLE FOR HEALTH OUTCOMES IN OUR COMMUNITIES.SUMMA HEALTH SERVES HUNDREDS OF THOUSANDS OF PATIENTS EACH YEAR IN COMPREHENSIVE EMERGENCY, ACUTE, CRITICAL, OUTPATIENT AND LONG-TERM/HOMECARE SETTINGS AND REPRESENTS 1,023 REGISTERED, INPATIENT BEDS ON THE CAMPUSES OF SUMMA HEALTH SYSTEM AND SUMMA REHAB HOSPITAL. IN ADDITION, OUTPATIENT CARE IS PROVIDED MORE THAN 20 COMMUNITY HEALTH CENTERS, URGENT CARE FACILITIES AND EMERGENCY DEPARTMENTS (EDS), SOME INTEGRATED IN THE HEALTHCARE FACILITIES, AND OTHERS ARE FREESTANDING. SUMMA REHAB HOSPITAL IS A JOINT VENTURE IN WHICH SUMMA HEALTH SYSTEM HAS AN INTEREST, AND IS REFERENCED IN THIS DOCUMENT FOR THE PURPOSE OF IDENTIFYING ALL ENTITIES AFFILIATED WITH SUMMA HEALTH. SUMMA'S PROPORTIONATE INTEREST OF THIS JOINT VENTURE'S CHARITY CARE AND OTHER COMMUNITY BENEFITS IS INCLUDED ON SCHEDULE H OF SUMMA HEALTH'S IRS FORM 990 GROUP RETURN.PROVIDING SUPERIOR, MULTI-SPECIALTY PATIENT CARE, MEDICAL RESEARCH AND CONTINUING MEDICAL EDUCATION, SUMMA HEALTH RANKS AS A HIGHLY RECOGNIZED HEALTHCARE PROVIDER IN SEVERAL DISCIPLINES INCLUDING: WEIGHT MANAGEMENT, CARDIOVASCULAR, EMERGENCY, ONCOLOGY, ORTHOPAEDIC, SURGERY, PRIMARY CARE, SPORTS MEDICINE, STROKE, UROLOGY, WOMEN'S SERVICES AND NURSING BY PRESTIGIOUS ORGANIZATIONS SUCH AS:AMERICAN COLLEGE OF SURGEONS COMMISSION ON CANCERAMERICAN HEART ASSOCIATIONAMERICAN STROKE ASSOCIATIONNATIONAL ACCREDITATION PROGRAM FOR BREAST CENTERSAMERICAN NURSING CREDENTIALING CENTERCENTERS FOR MEDICARE AND MEDICAID SERVICESOHIO PATIENT SAFETY INSTITUTEAMERICAN COLLEGE OF RADIATIONNURSES IMPROVING CARE FOR HEALTH SYSTEM ELDERSAMERICAN SOCIETY FOR METABOLIC AND BARIATRIC SURGERYMETABOLIC AND BARIATRIC SURGERY ACCREDITATION AND QUALITY IMPROVEMENT PROGRAM- COMPREHENSIVE CENTERTHE JOINT COMMISSIONHEATLHGRADESSUMMA HEALTH IS SUMMIT COUNTY'S LARGEST EMPLOYER AND A LEADING ECONOMIC ENGINE FOR THE REGION. SUMMA HEALTH INCLUDES THE FOLLOWING:SUMMA HEALTH SYSTEM:SUMMA HEALTH SYSTEM IS A SINGLE LEGAL ENTITY THAT INCLUDES THREE INPATIENT HOSPITAL CAMPUSES AND SEVERAL AMBULATORY LOCATIONS. SUMMA HEALTH SYSTEM OPERATES THE INPATIENT HOSPITAL LOCATIONS AS WELL AS THE HOSPITAL-BASED OFF-SITE LOCATIONS UNDER THE SAME MEDICARE PROVIDER NUMBER.SUMMA HEALTH EMPLOYS MORE THAN 8,200 INDIVIDUALS WITH SUMMA HEALTH SYSTEM ACCOUNTING FOR THE VAST MAJORITY OF THESE EMPLOYEES. SUMMA HEALTH SYSTEM HAS A MEDICAL STAFF OF MORE THAN 1,000 PROFESSIONALS WORKING ON ITS CAMPUSES. SUMMA HEALTH SYSTEM HAS 963 REGISTERED BEDS. THE BUILDINGS AND FACILITIES ON ALL CAMPUSES TOTAL MORE THAN 3 MILLION SQUARE FEET.SUMMA HEALTH SYSTEM- AKRON CAMPUS OFFERS GENERAL MEDICAL, SURGICAL, OBSTETRICAL, TRAUMA AND CRITICAL CARE SERVICES. THE AKRON CAMPUS PROVIDES ACUTE CARE SERVICES AND A WIDE RANGE OF OUTPATIENT SERVICES ON A CAMPUS OF APPROXIMATELY 60 ACRES. SUMMA HEALTH SYSTEM- ST. THOMAS CAMPUS PROVIDES VARIOUS DIAGNOSTIC SERVICES ALONG WITH BEHAVIORAL HEALTH AND SUBSTANCE ABUSE CARE. SUMMA HEALTH SYSTEM- ST. THOMAS CAMPUS WAS ONE OF THE FIRST IN THE COUNTRY TO RECOGNIZE THE MEDICAL ASPECTS OF ALCOHOLISM AS A DISEASE AND IS THE FOUNDING LOCATION OF ALCOHOLICS ANONYMOUS. AS A LEADER IN MEDICAL EDUCATION, SUMMA HEALTH SYSTEM SUPPORTS THE EDUCATION OF ITS PHYSICIANS AND HEALTHCARE PROFESSIONALS. THE AKRON AND ST. THOMAS CAMPUSES ARE TEACHING AFFILIATES OF THE NORTHEAST OHIO MEDICAL UNIVERSITY (NEOMED) AND INCLUDE A STAFF OF PHYSICIANS AND ACCREDITED RESIDENCY AND FELLOWSHIP PROGRAMS THAT FOSTER A DYNAMIC MEDICAL ENVIRONMENT. APPROXIMATELY 90 RESIDENTS AND FELLOWS GRADUATE FROM THE AKRON CAMPUS'S MEDICAL EDUCATION PROGRAMS EACH YEAR. THE BARBERTON CAMPUS HAS A FAMILY PRACTICE RESIDENCY PROGRAM AFFILIATED WITH NEOMED ALONG WITH PROVIDING EDUCATIONAL ROTATIONS FOR MEDICAL STUDENTS.SUMMA HEALTH SYSTEM- BARBERTON CAMPUSSUMMA HEALTH SYSTEM- BARBERTON CAMPUS IS A 500,000 SQUARE FOOT ACUTE CARE TEACHING HOSPITAL LOCATED ON NEARLY 16 ACRES, LOCATED APPROXIMATELY 10 MILES SOUTHWEST OF AKRON, OHIO. THE HOSPITAL HAS 222 REGISTERED BEDS. THE BARBERTON CAMPUS PROVIDES THE COMMUNITY WITH EASY ACCESS TO COMPREHENSIVE, HIGH-QUALITY CANCER SERVICES AT THE COMMISSION ON CANCER ACCREDITED PARKVIEW PAVILION, AS WELL AS THE FULL SPECTRUM OF CARDIOVASCULAR DISEASE CARE INCLUDING DIAGNOSTIC, INTERVENTIONAL AND SURGICAL SERVICES, ALONG WITH A VARIETY OF OUTPATIENT SERVICES.

    Expenses $194,715,646 · Grants $8,094,852 · Revenue $206,524,138

  • PART III LINE 4D - OTHER PROGRAM SERVICES - CONTINUED:CHARITY CAREIN 2022, SUMMA HEALTH PROVIDED CHARITY CARE AT AN ESTIMATED NET COST OF OVER $11.5 MILLION. THIS AMOUNT REPRESENTS THE NET COST ASSOCIATED WITH PROVIDING THE CARE AND DOES NOT INCLUDE BAD DEBT. PATIENTS WITH INCOME UP TO 250% OF THE FEDERAL POVERTY INCOME GUIDELINES OR WHO HAVE A HOSPITAL BILL THAT EXCEEDS 25% OF THEIR GROSS ANNUAL FAMILY INCOME ARE ELIGIBLE TO APPLY FOR FULLY DISCOUNTED CHARITY CARE ASSISTANCE. IN ADDITION, THERE IS A SLIDING SCALE DISCOUNT PROGRAM FOR THOSE WITH INCOMES BETWEEN 250% AND 400% OF THE FEDERAL POVERTY INCOME GUIDELINES. IN 2022, THE CHARITY CARE PROGRAM (INCLUDING HOSPITAL CARE ASSURANCE PROGRAM) BENEFITED OVER 9,633 PATIENT ENCOUNTERS.MEDICAID SHORTFALLHISTORICALLY, OHIO MEDICAID REIMBURSEMENTS HAVE NOT COVERED THE COST OF PROVIDING THE CARE TO PROGRAM BENEFICIARIES, CREATING A BUDGETARY SHORTFALL. AS ONE OF NORTHEAST OHIO'S TOP PROVIDERS OF HOSPITAL CARE FOR MEDICAID PATIENTS, SUMMA HEALTH'S UNPAID COSTS FOR MEDICAID TOTALED OVER $95 MILLION.BAD DEBTSUMMA HEALTH IS COMMITTED TO PROVIDING QUALITY AND ACCESSIBLE HEALTHCARE. THIS INCLUDES COVERING THE EXPENSE OF PAYMENTS THAT WERE EXPECTED BUT NOT RECEIVED. WHILE SUMMA HEALTH RECOGNIZES BAD DEBT IS PART OF DOING BUSINESS, IT AGREES WITH THE OHIO HOSPITAL ASSOCIATION THAT IT IS IMPORTANT TO REPORT THESE COSTS TO SHOW THE TOTAL PICTURE OF CARE SUMMA HEALTH PROVIDES TO THE COMMUNITY WITHOUT FULL REIMBURSEMENT. IN 2022, THE COST FOR PROVIDING CARE WRITTEN OFF AS A BAD DEBT EXPENSE WAS OVER $13 MILLION.COMMUNITY HEALTH IMPROVEMENT SERVICESAN IMPORTANT PART OF SUMMA HEALTH'S MISSION IS OFFERING A PREVENTION AND WELLNESS PROGRAM TO BUILD A HEALTHIER COMMUNITY. IN 2022, SUMMA HEALTH PROVIDED MORE THAN $14.4 MILLION TO HELP FUND HEALTH IMPROVEMENT ACTIVITIES SUCH AS FREE AND LOW-COST HEALTH SCREENING, HEALTH EDUCATION SERVICES AND WELLNESS PROGRAMMING. SUBSIDIZED HEALTH SERVICES SUMMA HEALTH IS COMMITTED TO PROVIDING SUBSIDIZED HEALTH SERVICES - CLINICAL SERVICES THAT MEET AN IDENTIFIED COMMUNITY NEED AND ARE PROVIDED DESPITE FINANCIAL LOSS. VITAL SERVICES SUCH AS THE SUMMA HEALTH SENIOR HEALTH CENTER, SUMMA HEALTH TRAUMATIC STRESS CENTER, AND DIABETES EDUCATION ARE OFFERED, EVEN THOUGH THEY ARE NOT PROFITABLE. INCOME FROM OTHER SERVICES IS USED TO COVER THESE COSTS. IN 2022, THE COST FOR SUBSIDIZED SERVICES WAS NEARLY $50 MILLION.FINANCIAL AND IN-KIND DONATIONSANNUALLY, SUMMA HEALTH CONTRIBUTES FINANCIAL ASSISTANCE AND IN-KIND SERVICES TO SUPPORT COMMUNITY ORGANIZATIONS THAT PROMOTE HEALTH, WELLNESS AND AN IMPROVED QUALITY OF LIFE. FROM NEIGHBORHOOD HEALTH FACILITIES SUCH AS OPEN M AND FAITHFUL SERVANTS CARE CENTER, TO MEDICAL SERVICES AT ATHLETIC EVENTS THROUGHOUT THE COMMUNITY, SUMMA HEALTH PARTICIPATES IN NUMEROUS COMMUNITY PROGRAMS AND HELPS OTHER NONPROFITS FULFILL THEIR MISSIONS. IN 2022, THESE CONTRIBUTIONS WERE MORE THAN $2 MILLION.RESEARCH AND INNOVATIONA MAJOR GOAL OF THE RESEARCH & INNOVATION GROUP IS TO OFFER OUR PATIENTS ACCESS TO CUTTING-EDGE THERAPIES AND TECHNOLOGIES WITHIN THE COMMUNITY, PARTICULARLY THROUGH CLINICAL TRIALS. THIS NOT ONLY PROVIDES THE BEST CARE FOR OUR PATIENTS, BUT ALSO IMPROVES THE HEALTH OF OUR COMMUNITY. IN 2022, SUMMA CONTRIBUTED A NET COST OF MORE THAN $8 MILLION TO EXPLORE POTENTIAL NEW THERAPIES, CARE COORDINATION IMPROVEMENTS AND TREATMENT OPTIONS.EDUCATION SUMMA HEALTH SUPPORTS THE EDUCATION OF PHYSICIANS AND OTHER HEALTHCARE PROFESSIONALS. SUMMA HEALTH SYSTEM IS THE LARGEST OF THE MAJOR TEACHING AFFILIATES OF THE NORTHEST OHIO MEDICAL UNIVERSITY (NEOMED, A CONSORTIUM OF THE UNIVERSITY OF AKRON, KENT STATE UNIVERSITY AND YOUNGSTOWN STATE UNIVERSITY), AND OFFERS EDUCATION TO NEOMED'S COLLEGES OF MEDICINE AND PHARMACY STUDENTS, AS WELL AS TO MEDICAL STUDENTS FROM SCHOOLS AROUND THE COUNTRY. IN ADDITION, SUMMA HEALTH OFFERS 12 ACCREDITED RESIDENCY TRAINING PROGRAMS, 8 ACCREDITED FELLOWSHIP TRAINING PROGRAMS AND 1 NON-ACCREDITED RESIDENCY TRAINING PROGRAM, IN NUMEROUS SPECIALTIES, TRAINING THE NEXT GENERATION OF PRIMARY CARE AND SPECIALTY PHYSICIANS FOR THE REGION AND BEYOND. NURSING EDUCATION ALSO IS OFFERED IN COLLABORATION WITH LOCAL AND NATIONAL UNIVERSITY PARTNERS. IN 2022, APPROXIMATELY 285 RESIDENTS AND FELLOWS TRAINED AT SUMMA HEALTH'S THREE MAIN HOSPITALS. ON AVERAGE, APPROXIMATELY 45% OF THESE RESIDENTS REMAIN IN OUR LOCAL AND SURROUNDING COMMUNITIES. SUMMA HEALTH'S 2022 INVESTMENT IN HEALTH PROFESSIONAL EDUCATION TOTALED NEARLY $28.7 MILLION.

  • Withheld by Nonprofiteer: this text may name a private individual.

  • PART III LINE 4D - OTHER PROGRAM SERVICES - CONTINUED:SUMMARYALTHOUGH REIMBURSEMENT FOR SERVICES RENDERED IS CRITICAL TO THE OPERATIONS AND STABILITY OF SUMMA HEALTH, NOT ALL INDIVIDUALS POSSESS THE ABILITY TO PURCHASE ESSENTIAL MEDICAL SERVICES. SUMMA HEALTH PROVIDED SERVICES TO ALL PATIENTS ON A NON-DISCRIMINATORY BASIS AND WITHOUT REGARD TO ANY PATIENT'S ABILITY TO PAY FOR SUCH SERVICES OR THE INDIVIDUAL'S PARTICIPATION IN A GOVERNMENT-SPONSORED OR SUBSIDIZED HEALTHCARE SYSTEM.PATIENTS WERE ENCOURAGED TO APPLY FOR UNCOMPENSATED CARE AND, DEPENDING ON THEIR LEVEL OF INCOME AND NUMBER OF DEPENDENTS, ALL (OR A PORTION) OF THEIR BILL WAS REDUCED. GROSS ANNUAL FAMILY INCOME WAS COMPARED USING A SLIDING SCALE BASED ON THE FEDERAL POVERTY INCOME GUIDELINES TO DETERMINE THE CHARITY DISCOUNT FOR WHICH THE PATIENT MAY BE ELIGIBLE. IN 2022, SUMMA HEALTH PROVIDED CHARITY CARE TO THE INDIGENT (INCLUDING UNREIMBURSED MEDICAID) AT THE COST OF NEARLY $107 MILLION. THIS AMOUNT DOES NOT INCLUDE SERVICES PROVIDED WRITTEN OFF AS BAD DEBT.IN ADDITION TO UNCOMPENSATED MEDICAL CARE, SUMMA HEALTH PROVIDED WELLNESS PROGRAMS, COMMUNITY EDUCATION PROGRAMS AND SPECIAL PROGRAMS FOR THE ELDERLY, PERSONS WITH DISABILITIES AND THE MEDICALLY UNDERSERVED. SUMMA HEALTH ALSO OPERATED A VARIETY OF BROAD COMMUNITY SUPPORT ACTIVITIES. THESE PROGRAMS WERE OFFERED AT A REDUCED PRICE OR PROVIDED TO THE COMMUNITY FREE OF CHARGE. SUMMA HEALTH OPERATES ITS FACILITIES IN A MANNER CONSISTENT WITH THE COMMUNITY BENEFIT REQUIREMENTS OF REV. RULE 69-545 AND SUBSEQUENT CASE LAW AND IRS GUIDELINES. SUMMA HEALTH'S HOSPITALS PROVIDE EMERGENCY SERVICES WHICH ARE OPEN AND AVAILABLE TO ALL PERSONS OF THE COMMUNITY, REGARDLESS OF THEIR ABILITY TO PAY. THE BOARD OF DIRECTORS CONSISTS OF PERSONS WHO ARE BROADLY REPRESENTATIVE OF THE COMMUNITY AND MEDICAL STAFF.SUMMA HEALTH MEDICAL GROUP- PROGRAM SERVICE ACCOMPLISHMENTS:SUMMA HEALTH MEDICAL GROUP, A SUMMA HEALTH ENTITY, IS A MULTI-SPECIALTY GROUP OF PHYSICIANS, ADVANCED PRACTICE PROVIDERS AND CARE TEAMS IN MEDICAL PRACTICES LOCATED IN THE COMMUNITIES WE SERVE. IN TOTAL, SUMMA HEALTH MEDICAL GROUP EMPLOYS MORE THAN 370 PHYSICIANS AND MORE THAN 1,400 SUPPORT STAFF IN MORE THAN 40 SPECIALTIES AND SUB-SPECIALTIES. SUMMA HEALTH MEDICAL GROUP PROMOTES STRONG AFFILIATION AND EMPLOYMENT OF PHYSICIANS TO ENSURE COMMUNITY AND HOSPITAL NEEDS FOR PHYSICIAN SERVICES ARE MET. AS MEMBERS OF NEWHEALTH COLLABORATIVE, A CLINICIAN-LED ACCOUNTABLE CARE ORGANIZATION, SUMMA HEALTH MEDICAL GROUP PHYSICIANS ARE LEADING THE WAY TOWARD VALUE-BASED HEALTHCARE WITH INITIATIVES SUCH AS THE PATIENT-CENTERED MEDICAL HOME (PCMH) AND MEANINGFUL USE OF HEALTH INFORMATION TECHNOLOGY.SUMMA FOUNDATION - PROGRAM SERVICE ACCOMPLISHMENTS:SUMMA FOUNDATION SUPPORTS PATIENT CARE, MEDICAL EDUCATION AND RESEARCH THROUGH PHILANTHROPY. GENEROUS CONTRIBUTIONS TOTALED $21.3 MILLION IN 2022 HELPING SUMMA HEALTH FULFILL ITS MISSION TO PROVIDE THE HIGHEST QUALITY, COMPASSIONATE CARE AND CONTRIBUTE TO A HEALTHIER COMMUNITY. SUMMA FOUNDATION LINKS COMMUNITY SUPPORTERS WITH PHILANTHROPIC PRIORITIES THAT ENHANCE THE DELIVERY OF PATIENT CARE AND EMPOWER CLINICAL EXCELLENCE ACROSS THE ENTIRE SYSTEM. GIFTS SUPPORT PHYSICIAN RESIDENCY PROGRAMS, ADVANCED CERTIFICATIONS FOR NURSES, BEHAVIORAL HEALTH PROGRAMS, GROUNDBREAKING RESEARCH, THE LATEST TECHNOLOGIES FOR DIAGNOSIS AND TREATMENT, CANCER SUPPORT SERVICES, AND HELP RECRUIT AND RETAIN THE REGION'S BEST PHYSICIANS, ASSURING PATIENTS AND FAMILIES A CONTINUUM OF QUALITY CARE FAR INTO THE FUTURE. SUMMA FOUNDATION ALSO COLLABORATES WITH SYSTEM AND CLINICAL LEADERS TO DOCUMENT THE IMPACT OF PHILANTHROPIC INVESTMENTS AND TO SHARE THAT IMPACT WITH DONORS.COMMUNITY BENEFIT AND DIVERSITY:THIS DEPARTMENT LEADS EFFORTS TO ADDRESS HEALTH DISPARITIES AND OTHER IMPORTANT COMMUNITY NEEDS AND RAISE AWARENESS OF HEALTH AND HEALTHCARE ISSUES AFFECTING THE COMMUNITIES SERVED BY SUMMA HEALTH. COMMUNITY BENEFIT AND DIVERSITY PROVIDE WELLNESS AND EDUCATIONAL TOOLS, FACILITATE ECONOMIC DEVELOPMENT PROGRAMS, DEVELOP COMMUNITY PARTNERSHIPS, COMMUNICATE SUMMA HEALTH'S BENEFIT TO THE COMMUNITY AND ENGAGE THE COMMUNITY AND ITS WORKFORCE WITHIN THE SYSTEM AND THROUGHOUT THE REGION.GOVERNMENT RELATIONS: THIS DEPARTMENT IS DEDICATED TO ELEVATING SUMMA HEALTH AS A CREDIBLE LEADER AND PARTNER IN THE HEALTH POLICY PLANNING PROCESS. THIS DEPARTMENT COLLABORATES WITH NUMEROUS DEPARTMENTS TO BEST POSITION SUMMA EDUCATION, RESEARCH AND CLINICAL INNOVATION PRIORITIES WITH PUBLIC SECTOR FUNDING OPPORTUNITIES.

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here. A text marked withheld matched a screen for wording that may name a private individual, such as an honorific or "in memory of". Most of what it withholds names no one; it is withheld so that what does is never shown.

Listed in Part VII

  • T Clifford Deveny MD

    CEO SHS, DIRECTOR SHS & SF

    Total calculated
    $2,030,629
    From this org
    $0
    From related orgs
    $1,819,932
    Other
    $210,697
    Hours/week
    4 + 46 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,148,747 related
    Bonus
    $0 + $663,241 related
    Other
    $0 + $7,944 related
    Deferred
    $0 + $182,485 related
    Nontaxable benefits
    $0 + $28,212 related
    Filer's total
    $0 + $2,030,629 related
  • Peter Bittenbender MD

    DIR.SHS & SHMG,CLIN. PHY.

    Total calculated
    $829,606
    From this org
    $792,546
    From related orgs
    $0
    Other
    $37,060
    Hours/week
    52 + 2 related

    Schedule J breakdown matched by us

    Base
    $720,178
    Bonus
    $71,498
    Other
    $870
    Deferred
    $9,150
    Nontaxable benefits
    $27,910
    Filer's total
    $829,606
  • Phylis Ferrara

    SF PRES. & CDO (END 10/22)

    Total calculated
    $665,395
    From this org
    $593,109
    From related orgs
    $0
    Other
    $72,286
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $386,094
    Bonus
    $197,146
    Other
    $9,869
    Deferred
    $58,084
    Nontaxable benefits
    $14,202
    Filer's total
    $665,395
  • Jessica Hudson

    SF PRES. & CDO (BEG 10/22)

    Total calculated
    $208,906
    From this org
    $193,343
    From related orgs
    $0
    Other
    $15,563
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $172,873
    Bonus
    $19,931
    Other
    $539
    Deferred
    $13,738
    Nontaxable benefits
    $1,825
    Filer's total
    $208,906
  • William Bauman MD

    DIR.SF,CLINICAL PHYSICIAN

    Total calculated
    $333,814
    From this org
    $304,516
    From related orgs
    $0
    Other
    $29,298
    Hours/week
    52

    Schedule J breakdown matched by us

    Base
    $268,197
    Bonus
    $35,749
    Other
    $570
    Deferred
    $5,203
    Nontaxable benefits
    $24,095
    Filer's total
    $333,814
  • Lynn Hamrich MD

    DIR.SHS,CLINICAL PHYSICIAN

    Total calculated
    $324,734
    From this org
    $284,784
    From related orgs
    $0
    Other
    $39,950
    Hours/week
    52 + 2 related

    Schedule J breakdown matched by us

    Base
    $283,566
    Bonus
    $0
    Other
    $1,218
    Deferred
    $8,788
    Nontaxable benefits
    $31,162
    Filer's total
    $324,734
  • George Strickler

    DIRECTOR & CHAIRMAN SHS

    Total calculated
    $0
    Hours/week
    4 + 4 related
  • Nicholas Browning

    DIR. V.CH. SHS,DIR. CH SHMG

    Total calculated
    $0
    Hours/week
    4 + 4 related
  • Ramona Hood

    DIRECTOR SHS

    Total calculated
    $0
    Hours/week
    2 + 2 related
  • Orry Jacobs

    DIRECTOR SHS & SHMG

    Total calculated
    $0
    Hours/week
    2 + 2 related
  • Stephen Comunale

    DIRECTOR SHS (END 8/22)

    Total calculated
    $0
    Hours/week
    2 + 2 related
  • Barbara Faciana

    DIRECTOR SHS

    Total calculated
    $0
    Hours/week
    2 + 2 related
  • Costas Kefalas MD

    DIRECTOR SHS

    Total calculated
    $0
    Hours/week
    2 + 2 related
  • Almeta Cooper

    DIRECTOR (START 2/22)

    Total calculated
    $0
    Hours/week
    2 + 2 related
  • Edward Marx

    DIRECTOR (START 2/22)

    Total calculated
    $0
    Hours/week
    2 + 2 related
  • Kathleen Geier

    DIRECTOR (START 2/22)

    Total calculated
    $0
    Hours/week
    2 + 2 related
  • Daniel Balmert

    DIRECTOR SHMG

    Total calculated
    $0
    Hours/week
    2
  • Jay Williamson MD

    DIR. & VICE CHAIR SHMG

    Total calculated
    $0
    Hours/week
    4
  • Julia Bianchi

    DIRECTOR & VICE CHAIR SF

    Total calculated
    $0
    Hours/week
    4
  • Karen Budd PhD RN

    DIRECTOR SF

    Total calculated
    $0
    Hours/week
    2
  • Jason Butterworth

    DIRECTOR SF

    Total calculated
    $0
    Hours/week
    2
  • Betsy Clark

    DIRECTOR SF

    Total calculated
    $0
    Hours/week
    2
  • Steve Cox

    DIRECTOR SF

    Total calculated
    $0
    Hours/week
    2
  • Kay Franks

    DIRECTOR SF

    Total calculated
    $0
    Hours/week
    2
  • Iris E Harvey

    DIRECTOR SF

    Total calculated
    $0
    Hours/week
    2
  • Mary Ann Jackson

    DIRECTOR SF

    Total calculated
    $0
    Hours/week
    2
  • Barbara Jones

    DIRECTOR SF

    Total calculated
    $0
    Hours/week
    2
  • Thomas Knoll

    DIRECTOR & TREASURER SF

    Total calculated
    $0
    Hours/week
    4
  • Ginger Marchetta

    DIRECTOR SF

    Total calculated
    $0
    Hours/week
    2
  • Patrick O'Neill

    DIRECTOR/CHAIR SF

    Total calculated
    $0
    Hours/week
    4
  • Jonathon Pavloff

    DIRECTOR SF

    Total calculated
    $0
    Hours/week
    2
  • Charles Peter MD

    DIRECTOR SF

    Total calculated
    $0
    Hours/week
    2
  • Paul Testa

    DIRECTOR SF

    Total calculated
    $0
    Hours/week
    2
  • Patricia Wartko

    DIRECTOR SF

    Total calculated
    $0
    Hours/week
    2
  • Gary Williams MD

    DIRECTOR SF & SECRETARY

    Total calculated
    $0
    Hours/week
    4
  • Margaret Lee

    DIRECTOR SF

    Total calculated
    $0
    Hours/week
    2
  • Keith T Coleman

    SVP CFO, TR. SHS & SHMG,SF

    Total calculated
    $398,057
    From this org
    $0
    From related orgs
    $393,969
    Other
    $4,088
    Hours/week
    4 + 46 related

    Schedule J breakdown matched by us

    Base
    $0 + $60,895 related
    Bonus
    $0 + $273,075 related
    Other
    $0 + $59,999 related
    Deferred
    $0 + $2,146 related
    Nontaxable benefits
    $0 + $1,942 related
    Filer's total
    $0 + $398,057 related
  • Dawn Ahner

    SVP CFO, TR. SHS & SHMG,SF

    Total calculated
    $667,284
    From this org
    $0
    From related orgs
    $569,021
    Other
    $98,263
    Hours/week
    4 + 46 related

    Schedule J breakdown matched by us

    Base
    $0 + $527,012 related
    Bonus
    $0 + $19,462 related
    Other
    $0 + $22,547 related
    Deferred
    $0 + $64,656 related
    Nontaxable benefits
    $0 + $33,607 related
    Filer's total
    $0 + $667,284 related
  • David Custodio MD

    PRESIDENT, SHS (END 11/22)

    Total calculated
    $910,017
    From this org
    $808,814
    From related orgs
    $0
    Other
    $101,203
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $512,986
    Bonus
    $250,003
    Other
    $45,825
    Deferred
    $70,794
    Nontaxable benefits
    $30,409
    Filer's total
    $910,017
  • Benjamin P Sutton

    EVP COO - PROVIDER OPS. PRES. SHS

    Total calculated
    $874,128
    From this org
    $0
    From related orgs
    $746,982
    Other
    $127,146
    Hours/week
    4 + 46 related

    Schedule J breakdown matched by us

    Base
    $0 + $509,568 related
    Bonus
    $0 + $235,377 related
    Other
    $0 + $2,037 related
    Deferred
    $0 + $94,171 related
    Nontaxable benefits
    $0 + $32,975 related
    Filer's total
    $0 + $874,128 related
  • Robert A Gerberry

    GEN. COUNSEL/SEC. SHS/SHMG

    Total calculated
    $742,316
    From this org
    $0
    From related orgs
    $657,460
    Other
    $84,856
    Hours/week
    4 + 46 related

    Schedule J breakdown matched by us

    Base
    $0 + $435,859 related
    Bonus
    $0 + $218,881 related
    Other
    $0 + $2,720 related
    Deferred
    $0 + $62,807 related
    Nontaxable benefits
    $0 + $22,049 related
    Filer's total
    $0 + $742,316 related
  • Vivek Bhalla MD

    PRES. SUMMA HEALTH MED.GR.

    Total calculated
    $685,382
    From this org
    $589,214
    From related orgs
    $0
    Other
    $96,168
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $425,360
    Bonus
    $162,313
    Other
    $1,541
    Deferred
    $62,589
    Nontaxable benefits
    $33,579
    Filer's total
    $685,382
  • Michael Hughes MD

    PRES. SUMMA BARBERTON (END 11/22)

    Total calculated
    $778,041
    From this org
    $691,109
    From related orgs
    $0
    Other
    $86,932
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $434,260
    Bonus
    $214,562
    Other
    $42,287
    Deferred
    $62,272
    Nontaxable benefits
    $24,660
    Filer's total
    $778,041
  • Lorie Rhine RN

    VP, CNO (END 10/22)

    Total calculated
    $435,531
    From this org
    $401,645
    From related orgs
    $0
    Other
    $33,886
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $299,697
    Bonus
    $98,909
    Other
    $3,039
    Deferred
    $9,553
    Nontaxable benefits
    $24,333
    Filer's total
    $435,531
  • Kathleen Blake

    SVP, PRES. POST ACUTE/HOME

    Total calculated
    $482,361
    From this org
    $412,053
    From related orgs
    $0
    Other
    $70,308
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $326,319
    Bonus
    $82,163
    Other
    $3,571
    Deferred
    $40,839
    Nontaxable benefits
    $29,469
    Filer's total
    $482,361
  • Bradley Inkrott MD

    CLINICAL PHYSICIAN - SHMG

    Total calculated
    $1,679,654
    From this org
    $1,643,003
    From related orgs
    $0
    Other
    $36,651
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $1,284,688
    Bonus
    $357,625
    Other
    $690
    Deferred
    $4,575
    Nontaxable benefits
    $32,076
    Filer's total
    $1,679,654
  • Dane Donich MD

    CLINICAL PHYSICIAN - SHMG

    Total calculated
    $1,598,772
    From this org
    $1,576,673
    From related orgs
    $0
    Other
    $22,099
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $1,370,500
    Bonus
    $205,063
    Other
    $1,110
    Deferred
    $0
    Nontaxable benefits
    $22,099
    Filer's total
    $1,598,772
  • Samuel Borsellino MD

    CLINICAL PHYSICIAN - SHMG

    Total calculated
    $1,405,129
    From this org
    $1,371,235
    From related orgs
    $0
    Other
    $33,894
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $1,370,125
    Bonus
    $0
    Other
    $1,110
    Deferred
    $6,100
    Nontaxable benefits
    $27,794
    Filer's total
    $1,405,129
  • Paul Hartzfeld MD

    CLINICAL PHYSICIAN - SHMG

    Total calculated
    $1,301,279
    From this org
    $1,274,465
    From related orgs
    $0
    Other
    $26,814
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $1,223,749
    Bonus
    $50,000
    Other
    $716
    Deferred
    $0
    Nontaxable benefits
    $26,814
    Filer's total
    $1,301,279
  • Ryan Garritsen MD

    CLINICAL PHYSICIAN - SHMG

    Total calculated
    $1,268,970
    From this org
    $1,262,321
    From related orgs
    $0
    Other
    $6,649
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $886,002
    Bonus
    $376,019
    Other
    $300
    Deferred
    $0
    Nontaxable benefits
    $6,649
    Filer's total
    $1,268,970

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · Tax indemnification and gross-up payments
  • 1a · Housing allowance or residence for personal use
  • 1a · Health or social club dues or initiation fees
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

Answered no

  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

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 WERE ONE KEY EMPLOYEE AND ONE HIGHLY COMPENSATED EMPLOYEE. THE AMOUNT OF THE GROSS UP IS RECOGNIZED AS ADDITIONAL TAXABLE COMPENSATION. HOUSING ALLOWANCE: A HOUSING ALLOWANCE WAS PAID ON BEHALF OF ONE OFFICER. THE AMOUNT IS RECOGNIZED AS ADDITIONAL TAXABLE COMPENSATION. HEALTH OR SOCIAL CLUB DUES OR INITIATION FEES: SOCIAL CLUB DUES WERE PAID ON BEHALF OF ONE OFFICER. ANY PERSONAL USE IS RECOGNIZED AS ADDITIONAL TAXABLE COMPENSATION.
PART I, LINE 3
ARRANGEMENTS USED TO ESTABLISH THE TOP MANAGEMENT OFFICIAL'S COMPENSATION: THE COMPENSATION OF THE PRESIDENT AND CEO IS ESTABLISHED BY SUMMA HEALTH, THE RELATED PARENT ORGANIZATION FOR ALL MEMBERS IN THE SUMMA HEALTH SYSTEM GROUP RETURN. SUMMA HEALTH HAS A COMPENSATION COMMITTEE THAT USES AN INDEPENDENT COMPENSATION CONSULTANT, MARKET SURVEYS, AND AN ANNUAL REVIEW PROCESS TO ESTABLISH COMPENSATION FOR THE POSITION OF PRESIDENT AND CEO.
PART I, LINES 4A-B
PART I, LINE 4A SEVERANCE OR CHANGE OF CONTROL PAYMENT: IN 2022 DAVID CUSTODIO, MD (END 11/22) RECEIVED A SEVERANCE PAYMENT OF $38,538 AND MICHEAL HUGHES, MD (END 11/22) RECEVIED A SEVERANCE PAYMENT OF $33,075. SEVERANCE AMOUNTS ARE TREATED AS TAXABLE COMPENSATION. PART I, LINE 4B SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN: A SUPPLEMENTAL EXECUTIVE NON-QUALIFIED 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 $174,867, PHYLIS FERRARA $47,409, VIVEK BHALLA, MD $51,914, DAWN AHNER $64,656, ROBERT A. GERBERRY $53,657, DAVID CUSTODIO, MD $60,119, MICHAEL HUGHES, MD $51,597, BENJAMIN P. SUTTON $83,496, JESSICA HUDSON $7,706, AND KATHLEEN BLAKE $40,839.
PART I, LINE 7
NON-FIXED PAYMENTS: THE SUMMA HEALTH SYSTEM 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.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • SUMMA REHAB HOSPITAL LLC

    RELATED · REHAB HOSPITAL · OH · 52% owned · share of income $15,038,400 · share of assets $9,279,400

    Directly controlled by SUMMA HEALTH SYSTEM

  • SUMMA HHAH HOLDINGS LLC

    RELATED · HOME HEALTH AND HOSPICE · OH · 60% owned · share of income $26,666,400 · share of assets $6,646,200

    Directly controlled by SUMMA HEALTH SYSTEM

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • OHIO HEALTH CHOICE INC

    C · PPO · OH · controlled entity

    Directly controlled by SUMMA HEALTH SYSTEM CORP

  • SUMMA INSURANCE COMPANY INC

    C · PROP/CAS INS · OH · controlled entity

    Directly controlled by SUMMACARE INC

  • SUMMA HEALTH SYSTEM CORP

    C · MGMT SVCS · OH · controlled entity

    Directly controlled by SUMMA HEALTH

  • MIDDLEBURY ASSURANCE COMPANY

    C · SELF INSURANCE · CJ · controlled entity

    Directly controlled by SUMMA HEALTH

  • SUMMACARE INC

    C · PROP/CAS INS · OH · controlled entity

    Directly controlled by SUMMA HEALTH SYSTEM CORP

  • SUMMA ACCOUNTABLE CARE ORGANIZATION

    C · CONTRACTING · OH · controlled entity

    Directly controlled by SUMMA HEALTH

  • SUMMA MANAGEMENT SERVICES ORGANIZATION

    C · MGMT SVCS · OH · controlled entity

    Directly controlled by SUMMA HEALTH SYSTEM CORP

  • SUMMA INTEGRATED SERVICES ORGANIZATION

    C · MGMT SVCS · OH · controlled entity

    Directly controlled by SUMMA HEALTH SYSTEM CORP

  • SUMMACARE OF MICHIGAN ING

    C · PROP/CAS INS · OH · controlled entity

    Directly controlled by SUMMACARE INC

Provenance

Return type
form_990
Tax year
2022
Filed
10 November 2023
IRS schema version
2022v5.0
Source object
202343149349305074

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.