Form 990 for tax year 2023

Filed by SUMMA HEALTH GROUP RETURN.

Totals

Total revenue: $1,547,910,568
Total expenses: $1,593,245,906
Contributions and grants received: $9,620,694
Grants paid: $1,688,555
Program service revenue: $1,516,233,180
Investment income: $812,350
Other revenue: $21,244,344
Total assets, end of year: $1,825,616,945
Total liabilities, end of year: $1,311,023,498
Net assets or fund balances, end of year: $514,593,447
Program services expenses (Part IX): $1,370,689,529
Management and general expenses: $220,072,084
Fundraising expenses: $2,484,293
Program service expenses (Part III): $1,370,689,529

Program services were 86.0% 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)

$3,684,857
1f · All other contributions, gifts and grants

$5,935,837
1g · Noncash contributions included above

$0
2a · Program service revenue: PATIENT SVCS LESS BD

total $1,240,912,580 · related or exempt $1,240,912,580
2b · Program service revenue: PHARMACY REVENUE

total $182,282,216 · related or exempt $182,282,216
2c · Program service revenue: SHMG PRACTICE SUPPORT

total $78,353,115 · related or exempt $78,353,115
2d · Program service revenue: PROGRAM RELATED INVEST

total $7,806,128 · related or exempt $7,436,236 · unrelated business $369,892
2e · Program service revenue: LAB REVENUE

total $1,369,412 · unrelated business $1,369,412
2f · All other program service revenue

total $5,509,729 · related or exempt $5,509,729 · unrelated business $0 · excluded $0
3 · Investment income

total $34,225 · excluded $34,225
6a · Gross rents

real property $2,122,861
6b · Less rental expenses

real property $964,754
6c · Rental income or loss

real property $1,158,107 · personal property $0
6d · Net rental income or loss

total $1,158,107 · excluded $1,158,107
7a · Gross sales of assets other than inventory

securities $247,625 · other assets $1,562,893
7b · Less cost or other basis and sales expenses

other assets $1,032,393
7c · Gain or loss

securities $247,625 · other assets $530,500
7d · Net gain or loss

total $778,125 · excluded $778,125
11a · Other revenue: CAFETERIA SALES

total $6,890,554 · excluded $6,890,554
11b · Other revenue: CPC PLUS PROGRAM

total $3,669,680 · excluded $3,669,680
11c · Other revenue: WELLNESS INSTITUTE

total $2,692,692 · unrelated business $444,342 · excluded $2,248,350
11d · All other revenue

total $6,833,311 · related or exempt $0 · unrelated business $0 · excluded $6,833,311
11e · Other revenue, total

$20,086,237

Functional expenses

Part IX, the statement of functional expenses.

1 · Grants to domestic organizations and governments

total $1,688,555 · program services $1,688,555
5 · Compensation of officers, directors and key employees

total $2,564,936 · program services $2,107,095 · management and general $457,841 · fundraising $0
6 · Compensation of disqualified persons

total $978,878 · program services $804,148 · management and general $174,730
7 · Other salaries and wages

total $539,782,362 · program services $441,961,823 · management and general $96,031,874 · fundraising $1,788,665
8 · Pension plan contributions

total $4,054,934 · program services $3,319,970 · management and general $721,381 · fundraising $13,583
9 · Other employee benefits

total $62,898,152 · program services $51,496,839 · management and general $11,189,514 · fundraising $211,799
10 · Payroll taxes

total $33,996,535 · program services $27,828,570 · management and general $6,046,744 · fundraising $121,221
11a · Fees: management

total $2,762,608 · program services $2,269,482 · management and general $493,126
11b · Fees: legal

total $35 · management and general $35
11c · Fees: accounting

total $298,302 · management and general $298,302
11d · Fees: lobbying

total $7,673 · management and general $7,673
11g · Fees: other

total $148,022,637 · program services $116,473,444 · management and general $31,543,052 · fundraising $6,141
12 · Advertising and promotion

total $73,698 · program services $57,666 · management and general $12,530 · fundraising $3,502
13 · Office expenses

total $8,557,960 · program services $6,978,155 · management and general $1,516,251 · fundraising $63,554
14 · Information technology

total $1,465,216 · program services $1,129,187 · management and general $245,356 · fundraising $90,673
16 · Occupancy

total $17,438,278 · program services $14,325,545 · management and general $3,112,733
17 · Travel

total $231,236 · program services $186,527 · management and general $40,530 · fundraising $4,179
19 · Conferences, conventions and meetings

total $1,217,943 · program services $989,482 · management and general $215,000 · fundraising $13,461
20 · Interest

total $35,466,986 · program services $29,136,129 · management and general $6,330,857
22 · Depreciation, depletion and amortization

total $49,860,889 · program services $40,960,720 · management and general $8,900,169
23 · Insurance

total $12,124,285 · program services $9,960,100 · management and general $2,164,185
24a · Other expenses: MEDICAL SUPPLIES

total $386,285,772 · program services $386,279,844 · fundraising $5,928
24b · Other expenses: MANAGEMENT FEES

total $175,351,210 · program services $144,051,019 · management and general $31,300,191
24c · Other expenses: SHMG PRACTICE SUPPORT

total $78,565,402 · program services $64,541,478 · management and general $14,023,924
24d · Other expenses: TAXES AND FRANCHISE FEE

total $29,950,011 · program services $24,603,934 · management and general $5,346,077
24e · All other expenses

total -$398,587 · program services -$460,183 · management and general -$99,991 · fundraising $161,587

Balance sheet

Part X, book values.

1 · Cash, non-interest-bearing

beginning of year $47,927 · end of year $99,871
2 · Savings and temporary cash investments

beginning of year $4,765,793 · end of year $5,214,728
4 · Accounts receivable

beginning of year $207,184,525 · end of year $223,651,190
5 · Loans and receivables from officers and key people

beginning of year $0 · end of year $0
6 · Loans and receivables from disqualified persons

beginning of year $0 · end of year $0
7 · Other notes and loans receivable

beginning of year $456,936 · end of year $477,293
8 · Inventories for sale or use

beginning of year $28,091,686 · end of year $29,867,152
9 · Prepaid expenses and deferred charges

beginning of year $10,145,569 · end of year $18,847,630
10a · Land, buildings and equipment: cost or other basis

$1,419,713,457
10b · Land, buildings and equipment: accumulated depreciation

$723,557,635
10c · Land, buildings and equipment, net

beginning of year $709,946,988 · end of year $696,155,822
12 · Investments: other securities

beginning of year $0
13 · Investments: program-related

beginning of year $11,965,868 · end of year $11,493,194
14 · Intangible assets

beginning of year $2,228,740 · end of year $2,228,740
15 · Other assets

beginning of year $836,022,029 · end of year $837,581,325
17 · Accounts payable and accrued expenses

beginning of year $75,337,102 · end of year $69,215,568
19 · Deferred revenue

beginning of year $1,219,340 · end of year $2,838,994
20 · Tax-exempt bond liabilities

beginning of year $558,377,765 · end of year $545,779,834
22 · Loans and payables to officers and key people

beginning of year $0 · end of year $0
25 · Other liabilities

beginning of year $675,480,629 · end of year $693,189,102
27 · Net assets without donor restrictions

beginning of year $500,261,126 · end of year $514,413,348
28 · Net assets with donor restrictions

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

Mission and programs · 2023

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 2023: SUMMA HEALTH SYSTEM, AND SUMMA PHYSICIANS, INC. DBA SUMMA HEALTH MEDICAL GROUP, PROVIDED OVER 1.7 MILLION OCCASIONS OF SERVICE, INCLUDING 127,215 EMERGENCY DEPARTMENT VISITS, 10,082 OBSERVATION PATIENTS, 16,876 SURGICAL OPERATIONS, AND OVER 1.5 MILLION OTHER OUTPATIENT VISITS.

Expenses $609,315,255 · Revenue $694,154,560
INPATIENT SERVICES FOR 2023: SUMMA HEALTH SYSTEM HAD APPROXIMATELY 670 BEDS IN SERVICE, ADMITTED 33,470 ADULT PATIENTS, AND DELIVERED 4,720 NEWBORNS. THE ADULT PATIENTS RECEIVED 182,156 DAYS OF CARE, INPATIENT SURGERIES TOTALED 8,037, EMERGENCY ADMISSIONS TOTALED 25,062 AND THE AVERAGE LENGTH OF STAY WAS 4.99 DAYS.

Expenses $481,529,499 · Revenue $548,576,283
RESEARCH/EDUCATION FOR 2023: 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 RESIDENTS AND FELLOWS 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 2,100 NURSING, MEDICAL, PHARMACY, EMERGENCY MEDICAL TECHNICIAN, PARAMEDIC, AND ALLIED HEALTH STUDENTS.

Expenses $52,787,512 · Revenue $14,820,273
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 A TOTAL OF 1,023 REGISTERED, INPATIENT BEDS ON THE CAMPUSES OF SUMMA HEALTH SYSTEM AND SUMMA REHAB HOSPITAL. IN ADDITION, OUTPATIENT CARE IS PROVIDED IN 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, ORTHOPEDICS & SPORTS MEDICINE, SURGERY, PRIMARY CARE, PULMONARY, STROKE, TRAUMA, UROLOGY, WOMEN'S SERVICES AND NURSING BY PRESTIGIOUS ORGANIZATIONS SUCH AS: AMERICAN COLLEGE OF SURGEONS COMMISSION ON CANCER AMERICAN HEART ASSOCIATION AMERICAN STROKE ASSOCIATION NATIONAL ACCREDITATION PROGRAM FOR BREAST CENTERS NATIONAL ACCREDITATION PROGRAM FOR RECTAL CANCER AMERICAN NURSING CREDENTIALING CENTER CENTERS FOR MEDICARE AND MEDICAID SERVICES OHIO PATIENT SAFETY INSTITUTE AMERICAN COLLEGE OF RADIATION AMERICAN SOCIETY FOR METABOLIC AND BARIATRIC SURGERY METABOLIC AND BARIATRIC SURGERY ACCREDITATION AND QUALITY IMPROVEMENT PROGRAM- COMPREHENSIVE CENTER LUNG CANCER ALLIANCE THE JOINT COMMISSION HEALTHGRADES SUMMA 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 NEARLY 8,400 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. 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 CAMPUS SUMMA 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, A STATE-OF-THE-ART ORTHOPEDIC JOINT REPLACEMENT CENTER OF EXCELLENCE, ALONG WITH A VARIETY OF OUTPATIENT SERVICES. CHARITY CARE IN 2023, SUMMA HEALTH PROVIDED CHARITY CARE AT AN ESTIMATED NET COST OF OVER $10.7 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 2023, THE CHARITY CARE PROGRAM (INCLUDING HOSPITAL CARE ASSURANCE PROGRAM) BENEFITED OVER 20,174 PATIENT ENCOUNTERS. MEDICAID SHORTFALL HISTORICALLY, 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 $91 MILLION . BAD DEBT SUMMA 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 2023, THE COST FOR PROVIDING CARE WRITTEN OFF AS A BAD DEBT EXPENSE WAS OVER $13 .7 MILLION. COMMUNITY HEALTH IMPROVEMENT SERVICES AN IMPORTANT PART OF SUMMA HEALTH'S MISSION IS OFFERING A PREVENTION AND WELLNESS PROGRAM TO BUILD A HEALTHIER COMMUNITY. IN 2023, SUMMA HEALTH PROVIDED MORE THAN $16.3 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 2023, THE COST FOR SUBSIDIZED SERVICES WAS OVER $ 43 MILLION. FINANCIAL AND IN-KIND DONATIONS ANNUALLY, 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 2023, THESE CONTRIBUTIONS WERE MORE THAN $2.4 MILLION . RESEARCH AND INNOVATION A 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 2023, SUMMA CONTRIBUTED A NET COST OF MORE THAN $8.3 MILLION TO EXPLORE POTENTIAL NEW THERAPIES, CARE COORDINATION IMPROVEMENTS AND TREATMENT OPTIONS.

Expenses $227,057,263 · Grants $1,688,555 · Revenue $256,942,760
Withheld by Nonprofiteer: this text may name a private individual.
(CONTINUED) SYSTEM: FOR THE 20TH CONSECUTIVE YEAR, SUMMA HEALTH WAS NAMED AS ONE OF THE 99 BEST WORKPLACES IN NORTHEAST OHIO, AS DETERMINED IN THE ANNUAL NORTHCOAST 99 AWARDS, SPONSORED BY THE EMPLOYERS RESOURCE COUNCIL SUMMA HEALTH SYSTEM - AKRON AND BARBERTON CAMPUSES WERE RECIPIENTS OF THE HEALTHGRADES 2023 AMERICA'S 100 BEST HOSPITALS AWARD. THIS PLACES SUMMA HEALTH AMONG THE TOP TWO PERCENT OF ALL HOSPITALS FOR CLINICAL CARE AND PATIENT OUTCOMES ACROSS TREATMENT OF THE MOST COMMON CONDITIONS AND PROCEDURES. SUMMARY ALTHOUGH 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 2023, SUMMA HEALTH PROVIDED CHARITY CARE TO THE INDIGENT (INCLUDING UNREIMBURSED MEDICAID) AT THE COST OF OVER $ 102 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 APPROXIMATELY 370 PHYSICIANS AND 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 AVERAGE $8 MILLION A YEAR AND HELP 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 AND REGULATORY PLANNING PROCESS. THIS DEPARTMENT COLLABORATES WITH NUMEROUS DEPARTMENTS TO BEST POSITION SUMMA BUSINESS AND CLINICAL INNOVATION PRIORITIES WITH PUBLIC POLICY AND FUNDING OPPORTUNITIES.

As filed on the 2023 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

Gary Williams MDGARY WILLIAMS MD

DIRECTOR SF & SECRETARY

Total calculated

$0

Hours/week

4
George StricklerGEORGE STRICKLER

DIRECTOR & CHAIRMAN SHS

Total calculated

$0

Hours/week

4 + 4 related
Jay Williamson MDJAY WILLIAMSON MD

DIRECTOR & VICE CHAIR SHMG

Total calculated

$0

Hours/week

4
Jessica HudsonJESSICA HUDSON

SF PRESIDENT & CDO

Total calculated

$294,481

From this org

$289,194

From related orgs

$0

Other

$5,287

Hours/week

50

Schedule J breakdown matched by us

Base

$288,087

Bonus

$0

Other

$1,107

Deferred

$2,829

Nontaxable benefits

$2,458

Filer's total

$294,481
Julia BianchiJULIA BIANCHI

DIRECTOR & CHAIR SF

Total calculated

$0

Hours/week

4
Nicholas BrowningNICHOLAS BROWNING

DIRECTOR V.CH. SHS, DIRECTOR CH SHMG

Total calculated

$0

Hours/week

4 + 4 related
T Clifford Deveny MDT CLIFFORD DEVENY MD

CEO SHS, DIRECTOR SHS & SF

Total calculated

$1,507,926

From this org

$0

From related orgs

$1,294,665

Other

$213,261

Hours/week

4 + 46 related

Schedule J breakdown matched by us

Base

$0 + $1,112,034 related

Bonus

$0 + $174,867 related

Other

$0 + $7,764 related

Deferred

$0 + $184,296 related

Nontaxable benefits

$0 + $28,965 related

Filer's total

$0 + $1,507,926 related
Thomas KnollTHOMAS KNOLL

DIRECTOR & TREASURER SF

Total calculated

$0

Hours/week

4
Almeta CooperALMETA COOPER

DIRECTOR

Total calculated

$0

Hours/week

2 + 2 related
Barbara FacianaBARBARA FACIANA

DIRECTOR SHS

Total calculated

$0

Hours/week

2 + 2 related
Barbara JonesBARBARA JONES

DIRECTOR SF

Total calculated

$0

Hours/week

2 + 2 related
Betsy ClarkBETSY CLARK

DIRECTOR SF

Total calculated

$0

Hours/week

2
Charles Peter MDCHARLES PETER MD

DIRECTOR SF

Total calculated

$0

Hours/week

2
Daniel BalmertDANIEL BALMERT

DIRECTOR SHMG

Total calculated

$0

Hours/week

2
Dominic WrightDOMINIC WRIGHT

DIRECTOR SF (BEG 06/23)

Total calculated

$0

Hours/week

2
Edward MarxEDWARD MARX

DIRECTOR

Total calculated

$0

Hours/week

2 + 2 related
George SchmutzGEORGE SCHMUTZ

DIRECTOR SF (BEG 12/23)

Total calculated

$0

Hours/week

2
Ginger MarchettaGINGER MARCHETTA

DIRECTOR SF

Total calculated

$0

Hours/week

2
Iris E HarveyIRIS E HARVEY

DIRECTOR SF

Total calculated

$0

Hours/week

2
Jason ButterworthJASON BUTTERWORTH

DIRECTOR SF

Total calculated

$0

Hours/week

2
Jonathon PavloffJONATHON PAVLOFF

DIRECTOR SF

Total calculated

$0

Hours/week

2
Julie PasternakJULIE PASTERNAK

DIRECTOR SF (BEG 07/23)

Total calculated

$0

Hours/week

2
Justin Dunn MDJUSTIN DUNN MD

DIRECTOR SF (BEG 10/23)

Total calculated

$0

Hours/week

2
Karen Budd PhD RNKAREN BUDD PHD RN

DIRECTOR SF

Total calculated

$0

Hours/week

2
Kathleen GeierKATHLEEN GEIER

DIRECTOR

Total calculated

$0

Hours/week

2 + 2 related
Kay FranksKAY FRANKS

DIRECTOR SF

Total calculated

$0

Hours/week

2
Leigh GerstenbergerLEIGH GERSTENBERGER

DIRECTOR (BEG 01/23)

Total calculated

$0

Hours/week

2 + 2 related
Lynn Hamrich MDLYNN HAMRICH MD

DIRECTOR SHS, CLINICAL PHYSICIAN

Total calculated

$335,310

From this org

$299,863

From related orgs

$0

Other

$35,447

Hours/week

52 + 2 related

Schedule J breakdown matched by us

Base

$298,966

Bonus

$0

Other

$897

Deferred

$3,086

Nontaxable benefits

$32,361

Filer's total

$335,310
Margaret LeeMARGARET LEE

DIRECTOR SF

Total calculated

$0

Hours/week

2
Mary Ann JacksonMARY ANN JACKSON

DIRECTOR SF

Total calculated

$0

Hours/week

2
Nancy BrennanNANCY BRENNAN

DIRECTOR SF (BEG 06/23)

Total calculated

$0

Hours/week

2
Naomi GanoeNAOMI GANOE

DIRECTOR SF (BEG 12/23)

Total calculated

$0

Hours/week

2
Orry JacobsORRY JACOBS

DIRECTOR SHS & SHMG

Total calculated

$0

Hours/week

2 + 2 related
Patricia WartkoPATRICIA WARTKO

DIRECTOR SF

Total calculated

$0

Hours/week

2
Patrick O'NeillPATRICK O'NEILL

DIRECTOR SF

Total calculated

$0

Hours/week

2
Paul TestaPAUL TESTA

DIRECTOR SF

Total calculated

$0

Hours/week

2
Peter Bittenbender MDPETER BITTENBENDER MD

DIRECTOR SHS & SHMG, CLINICAL PHYSICIAN

Total calculated

$747,590

From this org

$714,688

From related orgs

$0

Other

$32,902

Hours/week

52 + 2 related

Schedule J breakdown matched by us

Base

$642,650

Bonus

$71,498

Other

$540

Deferred

$3,300

Nontaxable benefits

$29,602

Filer's total

$747,590
Ramona HoodRAMONA HOOD

DIRECTOR SHS

Total calculated

$0

Hours/week

2 + 2 related
Randy LangenderferRANDY LANGENDERFER

DIRECTOR (BEG 01/23)

Total calculated

$0

Hours/week

2 + 2 related
Steve CoxSTEVE COX

DIRECTOR SF

Total calculated

$0

Hours/week

2
Steven Gorsuch MDSTEVEN GORSUCH MD

DIRECTOR (BEG 01/23)

Total calculated

$0

Hours/week

2 + 2 related
William Bauman MDWILLIAM BAUMAN MD

DIRECTOR SF, CLINICAL PHYSICIAN

Total calculated

$322,813

From this org

$301,709

From related orgs

$0

Other

$21,104

Hours/week

52

Schedule J breakdown matched by us

Base

$265,720

Bonus

$35,749

Other

$240

Deferred

$1,950

Nontaxable benefits

$19,154

Filer's total

$322,813
Dawn AhnerDAWN AHNER

SVP CFO, TR. SHS & SHMG, SF

Total calculated

$702,810

From this org

$0

From related orgs

$599,001

Other

$103,809

Hours/week

4 + 46 related

Schedule J breakdown matched by us

Base

$0 + $563,469 related

Bonus

$0 + $30,390 related

Other

$0 + $5,142 related

Deferred

$0 + $69,069 related

Nontaxable benefits

$0 + $34,740 related

Filer's total

$0 + $702,810 related
Robert A GerberryROBERT A GERBERRY

GEN. COUNSEL/SEC. SHS/SHMG

Total calculated

$621,673

From this org

$0

From related orgs

$535,645

Other

$86,028

Hours/week

4 + 46 related

Schedule J breakdown matched by us

Base

$0 + $465,891 related

Bonus

$0 + $67,071 related

Other

$0 + $2,683 related

Deferred

$0 + $62,073 related

Nontaxable benefits

$0 + $23,955 related

Filer's total

$0 + $621,673 related
Vivek Bhalla MDVIVEK BHALLA MD

PRESIDENT SUMMA HEALTH MED.GR.

Total calculated

$557,418

From this org

$463,970

From related orgs

$0

Other

$93,448

Hours/week

50

Schedule J breakdown matched by us

Base

$437,067

Bonus

$25,661

Other

$1,242

Deferred

$58,422

Nontaxable benefits

$35,026

Filer's total

$557,418
Benjamin P SuttonBENJAMIN P SUTTON

EVP COO - PROVIDER OPS. PRESIDENT SHS

Total calculated

$932,314

From this org

$0

From related orgs

$807,150

Other

$125,164

Hours/week

4 + 46 related

Schedule J breakdown matched by us

Base

$0 + $700,830 related

Bonus

$0 + $104,370 related

Other

$0 + $1,950 related

Deferred

$0 + $90,952 related

Nontaxable benefits

$0 + $34,212 related

Filer's total

$0 + $932,314 related
Bonnie PanlasiguiBONNIE PANLASIGUI

SHS PRESIDENT (BEG. 07/23)

Total calculated

$307,324

From this org

$293,763

From related orgs

$0

Other

$13,561

Hours/week

50

Schedule J breakdown matched by us

Base

$293,231

Bonus

$0

Other

$532

Deferred

$0

Nontaxable benefits

$13,561

Filer's total

$307,324
Kathleen BlakeKATHLEEN BLAKE

SVP, PRESIDENT POST ACUTE/HOME

Total calculated

$434,910

From this org

$0

From related orgs

$361,653

Other

$73,257

Hours/week

2 + 50 related

Schedule J breakdown matched by us

Base

$0 + $341,086 related

Bonus

$0 + $16,970 related

Other

$0 + $3,597 related

Deferred

$0 + $42,385 related

Nontaxable benefits

$0 + $30,872 related

Filer's total

$0 + $434,910 related
Penelope Gorsuch Dnprnnea-BcPENELOPE GORSUCH DNPRNNEA-BC

SVP & CHF. NURSING EXEC.

Total calculated

$532,198

From this org

$0

From related orgs

$471,044

Other

$61,154

Hours/week

50 + 2 related

Schedule J breakdown matched by us

Base

$0 + $442,870 related

Bonus

$0 + $23,610 related

Other

$0 + $4,564 related

Deferred

$0 + $58,609 related

Nontaxable benefits

$0 + $2,545 related

Filer's total

$0 + $532,198 related
Bradley Inkrott MDBRADLEY INKROTT MD

CLINICAL PHYSICIAN - SHMG

Total calculated

$1,952,281

From this org

$1,913,834

From related orgs

$0

Other

$38,447

Hours/week

50

Schedule J breakdown matched by us

Base

$1,278,260

Bonus

$635,064

Other

$510

Deferred

$3,181

Nontaxable benefits

$35,266

Filer's total

$1,952,281
Dane Donich MDDANE DONICH MD

CLINICAL PHYSICIAN - SHMG

Total calculated

$1,832,317

From this org

$1,809,301

From related orgs

$0

Other

$23,016

Hours/week

50

Schedule J breakdown matched by us

Base

$1,545,245

Bonus

$262,549

Other

$1,507

Deferred

$0

Nontaxable benefits

$23,016

Filer's total

$1,832,317
Matthew Jaykel MDMATTHEW JAYKEL MD

CLINICAL PHYSICIAN - SHMG

Total calculated

$1,633,955

From this org

$1,600,853

From related orgs

$0

Other

$33,102

Hours/week

50

Schedule J breakdown matched by us

Base

$1,207,138

Bonus

$393,206

Other

$509

Deferred

$3,300

Nontaxable benefits

$29,802

Filer's total

$1,633,955
Paul Hartzfeld MDPAUL HARTZFELD MD

CLINICAL PHYSICIAN - SHMG

Total calculated

$1,574,898

From this org

$1,543,120

From related orgs

$0

Other

$31,778

Hours/week

50

Schedule J breakdown matched by us

Base

$1,542,430

Bonus

$0

Other

$690

Deferred

$425

Nontaxable benefits

$31,353

Filer's total

$1,574,898
Ryan Combs MDRYAN COMBS MD

CLINICAL PHYSICIAN - SHMG

Total calculated

$1,356,444

From this org

$1,323,867

From related orgs

$0

Other

$32,577

Hours/week

50

Schedule J breakdown matched by us

Base

$954,246

Bonus

$369,111

Other

$510

Deferred

$3,300

Nontaxable benefits

$29,277

Filer's total

$1,356,444
David Custodio MDDAVID CUSTODIO MD

Former PRESIDENT, SHS (END 11/22)

Total calculated

$482,430

From this org

$455,768

From related orgs

$0

Other

$26,662

Hours/week

0

Schedule J breakdown matched by us

Base

$0

Bonus

$0

Other

$455,768

Deferred

$0

Nontaxable benefits

$26,662

Filer's total

$482,430
Michael Hughes MDMICHAEL HUGHES MD

Former PRESIDENT SUMMA BARBERTON (END 11/22)

Total calculated

$414,433

From this org

$391,985

From related orgs

$0

Other

$22,448

Hours/week

0

Schedule J breakdown matched by us

Base

$0

Bonus

$0

Other

$391,985

Deferred

$0

Nontaxable benefits

$22,448

Filer's total

$414,433

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)

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 WERE ONE OFFICER, ONE HIGHLY COMPENSATED EMPLOYEE, AND ONE DIRECTOR. THE AMOUNT OF THE GROSS UP IS RECOGNIZED AS ADDITIONAL TAXABLE COMPENSATION.
Schedule J, Part I, Line 1a Housing allowance or residence for personal use: A HOUSING ALLOWANCE WAS PAID ON BEHALF OF ONE KEY EMPLOYEE. THE AMOUNT 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. ANY PERSONAL USE IS RECOGNIZED AS ADDITIONAL TAXABLE COMPENSATION.
Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation: 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.
Schedule J, Part I, Line 4a Severance or change-of-control payment: In 2023, David Custodio, MD and Michael Hughes, MD, received payments in the amounts of $455,768 and $391,985, respectively, from the organization. Severance amounts are treated as taxable compensation.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan: A SUPPLEMENTAL EXECUTIVE NON-QUALIFIED RETIREMENT PLAN IS TO PROVIDE KEY EMPLOYEES AND OFFICERS 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 $180,114, VIVEK BHALLA, MD $53,472, DAWN AHNER $69,069, ROBERT A. GERBERRY $57,740, BENJAMIN P. SUTTON $86,002, JESSICA HUDSON $35,196, BONNIE PANLASIGUI $32,124, AND KATHLEEN BLAKE $42,385.
Schedule J, 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

SUMMA HEALTH

$1,688,555

FUND MANAGEMENT FOR PREVENTION, WELLNESS, ACCESS TO CARE AND HEALTH DISPARITIES

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.

AKRON PHYSICIAN WELLNESS INITIATIVE

501(c)(3) · PHYSICIAN WELLNESS INITIATIVES · OH

Directly controlled by NA

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.

MEDINA-SUMMIT AMBULATORY SURGERY CENTER LLC

SURGERY CENTER · OH · income $4,142,000 · assets $2,707,000

Directly controlled by SUMMA HEALTH SYSTEM
SUMMA HEALTH OUTPATIENT SERVICES LLC

INFUSION CENTER · OH · income $8,680,000 · assets $59,038

Directly controlled by SUMMA HEALTH SYSTEM

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 $15,649,400 · share of assets $14,296,880

Directly controlled by SUMMA HEALTH SYSTEM
SUMMA HHAH HOLDINGS LLC

Related · HOME HEALTH AND HOSPICE · OH · 60% owned · share of income $27,749,400 · share of assets $6,295,200

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 Corporation · PPO · OH · controlled entity

Directly controlled by SUMMA HEALTH SYSTEM CORP
SUMMA INSURANCE COMPANY INC

C Corporation · PROP/CAS INS · OH · controlled entity

Directly controlled by SUMMACARE INC
SUMMA HEALTH SYSTEM CORP

C Corporation · MGMT SVCS · OH · controlled entity

Directly controlled by SUMMA HEALTH
MIDDLEBURY ASSURANCE COMPANY

C Corporation · SELF INSURANCE · CJ · controlled entity

Directly controlled by SUMMA HEALTH
SUMMACARE INC

C Corporation · PROP/CAS INS · OH · controlled entity

Directly controlled by SUMMA HEALTH SYSTEM CORP
SUMMA ACCOUNTABLE CARE ORGANIZATION

C Corporation · CONTRACTING · OH · controlled entity

Directly controlled by SUMMA HEALTH
SUMMA MANAGEMENT SERVICES ORGANIZATION

C Corporation · MGMT SVCS · OH · controlled entity

Directly controlled by SUMMA HEALTH SYSTEM CORP
SUMMA INTEGRATED SERVICES ORGANIZATION

C Corporation · MGMT SVCS · OH · controlled entity

Directly controlled by SUMMA HEALTH SYSTEM CORP
SUMMACARE OF MICHIGAN INC

C Corporation · PROP/CAS INS · OH · controlled entity

Directly controlled by SUMMACARE INC

Provenance

Return type: form_990
Tax year: 2023
Filed: 15 November 2024
IRS schema version: 2023v5.1
Source object: 202423199349317312

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