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← TRAILHEAD COMMUNITY HEALTH FUND OF GREATER AKRON

Form 990 for tax year 2024

Filed by TRAILHEAD COMMUNITY HEALTH FUND OF GREATER AKRON.

Totals

Total revenue
$268,004,285
Total expenses
$225,412,242
Contributions and grants received
$822,704
Grants paid
$576,807
Program service revenue
$223,121,221
Investment income
$43,075,034
Other revenue
$985,326
Total assets, end of year
$978,586,120
Total liabilities, end of year
$667,176,608
Net assets or fund balances, end of year
$311,409,512
Program services expenses (Part IX)
$191,291,371
Management and general expenses
$34,120,871
Fundraising expenses
$0
Program service expenses (Part III)
$191,291,371

Program services were 84.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • GEORGE STRICKLER

    DIRECTOR AND CHAIRMAN

    Total calculated
    $0
    Hours/week
    4 + 4 related

  • NICHOLAS BROWNING

    DIRECTOR AND VICE CHAIR (End 07/24)

    Total calculated
    $0
    Hours/week
    4 + 4 related

  • T CLIFFORD DEVENY MD

    PRESIDENT & CEO

    Total calculated
    $2,239,929
    From this org
    $2,017,927
    From related orgs
    $0
    Other
    $222,002
    Hours/week
    46 + 4 related

    Schedule J breakdown matched by us

    Base
    $1,217,105
    Bonus
    $643,910
    Other
    $156,912
    Deferred
    $190,298
    Nontaxable benefits
    $31,704
    Filer's total
    $2,239,929

  • ALMETA COOPER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • BARBARA FACIANA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • EDWARD MARX

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • KATHLEEN GEIER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • LEIGH GERSTENBERGER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • LYNN HAMRICH MD

    DIRECTOR, CLINICAL PHYSICIAN

    Total calculated
    $336,860
    From this org
    $0
    From related orgs
    $298,135
    Other
    $38,725
    Hours/week
    2 + 52 related

    Schedule J breakdown matched by us

    Base
    $0 + $297,238 related
    Bonus
    $0
    Other
    $0 + $897 related
    Deferred
    $0 + $3,074 related
    Nontaxable benefits
    $0 + $35,651 related
    Filer's total
    $0 + $336,860 related

  • ORRY JACOBS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • PETER BITTENBENDER MD

    DIRECTOR, CLINICAL PHYSICIAN

    Total calculated
    $744,558
    From this org
    $0
    From related orgs
    $708,351
    Other
    $36,207
    Hours/week
    2 + 52 related

    Schedule J breakdown matched by us

    Base
    $0 + $636,313 related
    Bonus
    $0 + $71,498 related
    Other
    $0 + $540 related
    Deferred
    $0 + $3,450 related
    Nontaxable benefits
    $0 + $32,757 related
    Filer's total
    $0 + $744,558 related

  • RAMONA HOOD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • RANDY LANGENDERFER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • STEVEN GORSUCH MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • DAWN AHNER

    TREAS., SVP, CFO

    Total calculated
    $1,016,501
    From this org
    $901,252
    From related orgs
    $0
    Other
    $115,249
    Hours/week
    46 + 4 related

    Schedule J breakdown matched by us

    Base
    $598,643
    Bonus
    $292,638
    Other
    $9,971
    Deferred
    $78,579
    Nontaxable benefits
    $36,670
    Filer's total
    $1,016,501

  • ROBERT A GERBERRY

    SECRETARY/GEN. COUNSEL

    Total calculated
    $888,612
    From this org
    $797,073
    From related orgs
    $0
    Other
    $91,539
    Hours/week
    46 + 4 related

    Schedule J breakdown matched by us

    Base
    $487,534
    Bonus
    $259,671
    Other
    $49,868
    Deferred
    $65,174
    Nontaxable benefits
    $26,365
    Filer's total
    $888,612

  • ANTHONY COLLY

    SVP HUMAN RESOURCES

    Total calculated
    $613,884
    From this org
    $563,558
    From related orgs
    $0
    Other
    $50,326
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $346,080
    Bonus
    $182,632
    Other
    $34,846
    Deferred
    $46,835
    Nontaxable benefits
    $3,491
    Filer's total
    $613,884

  • BENJAMIN P SUTTON

    EVP COO - PROVIDER OPS.

    Total calculated
    $1,300,445
    From this org
    $1,167,829
    From related orgs
    $0
    Other
    $132,616
    Hours/week
    46 + 4 related

    Schedule J breakdown matched by us

    Base
    $728,959
    Bonus
    $388,755
    Other
    $50,115
    Deferred
    $95,176
    Nontaxable benefits
    $37,440
    Filer's total
    $1,300,445

  • CHARLES ZONFA MD

    SVP CHIEF QUALITY OFFICER

    Total calculated
    $898,579
    From this org
    $790,911
    From related orgs
    $0
    Other
    $107,668
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $786,026
    Bonus
    $0
    Other
    $4,885
    Deferred
    $81,114
    Nontaxable benefits
    $26,554
    Filer's total
    $898,579

  • ELBRIDGE LOCKLEAR

    SVP CIO

    Total calculated
    $748,140
    From this org
    $661,423
    From related orgs
    $0
    Other
    $86,717
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $409,349
    Bonus
    $215,820
    Other
    $36,254
    Deferred
    $54,689
    Nontaxable benefits
    $32,028
    Filer's total
    $748,140

  • KATHLEEN BLAKE

    SVP, PRESIDENT POST ACUTE/HOME

    Total calculated
    $605,810
    From this org
    $528,642
    From related orgs
    $0
    Other
    $77,168
    Hours/week
    50 + 2 related

    Schedule J breakdown matched by us

    Base
    $351,409
    Bonus
    $171,678
    Other
    $5,555
    Deferred
    $43,655
    Nontaxable benefits
    $33,513
    Filer's total
    $605,810

  • MICHELLE BISSON

    SVP MARKETING & BUS. DEV.

    Total calculated
    $533,101
    From this org
    $455,904
    From related orgs
    $0
    Other
    $77,197
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $310,867
    Bonus
    $141,771
    Other
    $3,266
    Deferred
    $43,446
    Nontaxable benefits
    $33,751
    Filer's total
    $533,101

  • PENELOPE GORSUCH DNPRNNEA-BC

    SVP & CHF. NURSING EXEC.

    Total calculated
    $746,096
    From this org
    $683,351
    From related orgs
    $0
    Other
    $62,745
    Hours/week
    50 + 2 related

    Schedule J breakdown matched by us

    Base
    $455,588
    Bonus
    $219,434
    Other
    $8,329
    Deferred
    $60,425
    Nontaxable benefits
    $2,320
    Filer's total
    $746,096

  • CYNTHIA S KELLEY DO

    VP MEDICAL EDUCATION

    Total calculated
    $414,426
    From this org
    $380,546
    From related orgs
    $0
    Other
    $33,880
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $342,681
    Bonus
    $35,816
    Other
    $2,049
    Deferred
    $5,075
    Nontaxable benefits
    $28,805
    Filer's total
    $414,426

  • DEAN FRATE MD

    CHIEF MEDICAL OFFICER - HOSPITAL

    Total calculated
    $456,280
    From this org
    $438,371
    From related orgs
    $0
    Other
    $17,909
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $361,253
    Bonus
    $75,000
    Other
    $2,118
    Deferred
    $5,175
    Nontaxable benefits
    $12,734
    Filer's total
    $456,280

  • ED FRIEDL

    VP CONSTRUCTION

    Total calculated
    $411,015
    From this org
    $375,005
    From related orgs
    $0
    Other
    $36,010
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $334,964
    Bonus
    $34,776
    Other
    $5,265
    Deferred
    $4,928
    Nontaxable benefits
    $31,082
    Filer's total
    $411,015

  • JENNIFER EATON

    VP, RESEARCH

    Total calculated
    $339,969
    From this org
    $310,195
    From related orgs
    $0
    Other
    $29,774
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $279,692
    Bonus
    $29,313
    Other
    $1,190
    Deferred
    $3,985
    Nontaxable benefits
    $25,789
    Filer's total
    $339,969

  • JUSTIN CATLETT

    VP, CHF. MEDICAL INFO. OFF.

    Total calculated
    $439,676
    From this org
    $397,779
    From related orgs
    $0
    Other
    $41,897
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $359,174
    Bonus
    $37,371
    Other
    $1,234
    Deferred
    $3,571
    Nontaxable benefits
    $38,326
    Filer's total
    $439,676

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 · First-class or charter travel
  • 1a · Tax indemnification and gross-up payments
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

Answered no

  • 4a · Severance or change-of-control payment
  • 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)

Schedule J, Part I, Line 1a Tax indemnification and gross-up payments
SUMMA HEALTH GROSSED UP TAXES FOR YEARS OF SERVICE ANNIVERSARIES IN THE AMOUNT OF $50 FOR EMPLOYEES WHO REACHED IMPORTANT MILESTONE ANNIVERSARIES; 5, 10, 15 YEARS, ETC. INCLUDED IN THESE MILESTONE ANNIVERSARY PAYMENTS WAS ONE OFFICER. ADDITIONALLY, $35 OF TRAVEL REIMBURSEMENT WAS GIVEN TO ONE HIGHLY COMPENSATED EMPLOYEE. THE AMOUNT OF THE GROSS UP IS RECOGNIZED AS ADDITIONAL TAXABLE COMPENSATION.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
A SUPPLEMENTAL NON-QUALIFIED EXECUTIVE RETIREMENT PLAN IS TO PROVIDE KEY EMPLOYEES WITH ADDITIONAL COMPENSATION TO SUPPLEMENT THEIR RETIREMENT BENEFITS AND MITIGATE EFFECTS OF QUALIFIED RETIREMENT PLAN LIMITS. THE FOLLOWING LISTED PERSONS RECEIVED BENEFITS FROM THE ORGANIZATION OR FROM A RELATED ORGANIZATION: T. CLIFFORD DEVENY, MD $185,518, ROBERT A. GERBERRY $59,999, ELBRIDGE LOCKLEAR $51,001, ANTHONY COLLY $43,201, BENJAMIN P. SUTTON $90,001, DAWN AHNER $74,401, CHARLES ZONFA, MD $76,802, MICHELLE BISSON $39,602, KATHLEEN BLAKE $43,655, AND PENELOPE GORSUCH, DNP, RN, NEA-BC, FACHE $55,269.
Schedule J, Part I, Line 7 Non-fixed payments
THE SUMMA HEALTH MANAGEMENT INCENTIVE PROGRAM IS DESIGNED TO REWARD EMPLOYEES FOR MEETING QUALITY, PERFORMANCE AND FINANCIAL TARGETS. THESE TARGETS INCLUDE CLINICAL QUALITY, PATIENT SATISFACTION, EMPLOYEE/PHYSICIAN SATISFACTION, OPERATING MARGIN AND THE STRENGTHENING OF THE BALANCE SHEET. PAYMENT IS BASED ON A FACTOR OF BASE COMPENSATION AND IS SUBJECT TO REVIEW AND APPROVAL BY SUMMA'S COMPENSATION COMMITTEE.

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

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.

Related corporations and trusts

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

  • OHIO HEALTH CHOICE INC

    C Corporation · PPO · OH · 80% owned · share of income $2,104,000 · share of assets $5,355,000 · controlled entity

    Directly controlled by SUMMA HEALTH SYSTEM CORP

  • SUMMA INSURANCE COMPANY INC

    C Corporation · PROP/CAS INS · OH · 100% owned · share of income $124,066,355 · share of assets $79,480,769 · controlled entity

    Directly controlled by SUMMACARE INC

  • SUMMA HEALTH SYSTEM CORP

    C Corporation · MGMT SVCS · OH · 100% owned · share of income $0 · share of assets $0 · controlled entity

    Directly controlled by SUMMA HEALTH

  • MIDDLEBURY ASSURANCE COMPANY

    C Corporation · SELF INSURANCE · CJ · 100% owned · share of income $15,522,000 · share of assets $95,309,000 · controlled entity

    Directly controlled by SUMMA HEALTH

  • SUMMACARE INC

    C Corporation · PROP/CAS INS · OH · 100% owned · share of income $350,528,985 · share of assets $156,107,824 · controlled entity

    Directly controlled by SUMMA HEALTH SYSTEM CORP

  • SUMMA ACCOUNTABLE CARE ORGANIZATION

    C Corporation · CONTRACTING · OH · 100% owned · share of income $7,456,000 · share of assets $1,858,000 · controlled entity

    Directly controlled by SUMMA HEALTH

  • SUMMA MANAGEMENT SERVICES ORGANIZATION

    C Corporation · MGMT SVCS · OH · 100% owned · share of income $38,287,000 · share of assets $5,472,000 · controlled entity

    Directly controlled by SUMMA HEALTH SYSTEM CORP

  • SUMMA INTEGRATED SERVICES ORGANIZATION

    C Corporation · MGMT SVCS · OH · 100% owned · share of income $4,392,000 · share of assets $10,095,000 · controlled entity

    Directly controlled by SUMMA HEALTH SYSTEM CORP

Provenance

Return type
form_990
Tax year
2024
Filed
15 November 2025
IRS schema version
2024v5.1
Source object
202543189349316144

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