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Nonprofiteer
← TRAILHEAD COMMUNITY HEALTH FUND OF GREATER AKRON

Form 990 for tax year 2022

Filed by TRAILHEAD COMMUNITY HEALTH FUND OF GREATER AKRON.

Totals

Total revenue
$213,963,221
Total expenses
$184,337,477
Contributions and grants received
$14,872,108
Grants paid
$305,408
Program service revenue
$172,331,316
Investment income
$26,377,569
Other revenue
$382,228
Total assets, end of year
$950,483,781
Total liabilities, end of year
$616,139,652
Net assets or fund balances, end of year
$334,344,129
Program services expenses (Part IX)
$158,735,581
Management and general expenses
$25,601,896
Fundraising expenses
$0
Program service expenses (Part III)
$158,735,581

Program services were 86.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • T CLIFFORD DEVENY MD

    PRESIDENT & CEO

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

    Schedule J breakdown matched by us

    Base
    $1,148,747
    Bonus
    $663,241
    Other
    $7,944
    Deferred
    $182,485
    Nontaxable benefits
    $28,212
    Filer's total
    $2,030,629

  • PETER BITTENBENDER MD

    DIR.,CLINICAL PHYSICIAN

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

    Schedule J breakdown matched by us

    Base
    $0 + $720,178 related
    Bonus
    $0 + $71,498 related
    Other
    $0 + $870 related
    Deferred
    $0 + $9,150 related
    Nontaxable benefits
    $0 + $27,910 related
    Filer's total
    $0 + $829,606 related

  • LYNN HAMRICH MD

    DIR.,CLINICAL PHYSICIAN

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

    Schedule J breakdown matched by us

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

  • GEORGE STRICKLER

    DIRECTOR AND CHAIRMAN

    Total calculated
    $0
    Hours/week
    4 + 4 related

  • NICHOLAS BROWNING

    DIRECTOR AND VICE CHAIR

    Total calculated
    $0
    Hours/week
    4 + 4 related

  • RAMONA HOOD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • ORRY JACOBS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • STEPHEN COMUNALE

    DIRECTOR (END 8/22)

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • BARBARA FACIANA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • COSTAS KEFALAS MD

    DIRECTOR

    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

  • KEITH T COLEMAN

    TREAS., SVP,CFO(END 1/22)

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

    Schedule J breakdown matched by us

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

  • DAWN AHNER

    TREAS., SVP,CFO(BEG.1/22)

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

    Schedule J breakdown matched by us

    Base
    $527,012
    Bonus
    $19,462
    Other
    $22,547
    Deferred
    $64,656
    Nontaxable benefits
    $33,607
    Filer's total
    $667,284

  • ROBERT A GERBERRY

    SECRETARY/GEN. COUNSEL

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

    Schedule J breakdown matched by us

    Base
    $435,859
    Bonus
    $218,881
    Other
    $2,720
    Deferred
    $62,807
    Nontaxable benefits
    $22,049
    Filer's total
    $742,316

  • BENJAMIN P SUTTON

    EVP COO - PROVIDER OPS.

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

    Schedule J breakdown matched by us

    Base
    $509,568
    Bonus
    $235,377
    Other
    $2,037
    Deferred
    $94,171
    Nontaxable benefits
    $32,975
    Filer's total
    $874,128

  • ELBRIDGE LOCKLEAR

    SVP CIO

    Total calculated
    $582,602
    From this org
    $514,676
    From related orgs
    $0
    Other
    $67,926
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $383,676
    Bonus
    $128,573
    Other
    $2,427
    Deferred
    $46,972
    Nontaxable benefits
    $20,954
    Filer's total
    $582,602

  • ANTHONY COLLY

    SVP HUMAN RESOURCES

    Total calculated
    $476,650
    From this org
    $429,622
    From related orgs
    $0
    Other
    $47,028
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $302,488
    Bonus
    $125,104
    Other
    $2,030
    Deferred
    $44,361
    Nontaxable benefits
    $2,667
    Filer's total
    $476,650

  • MICHELLE BISSON

    SVP MARKETING & BUS. DEV.

    Total calculated
    $366,861
    From this org
    $322,303
    From related orgs
    $0
    Other
    $44,558
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $242,208
    Bonus
    $74,876
    Other
    $5,219
    Deferred
    $15,603
    Nontaxable benefits
    $28,955
    Filer's total
    $366,861

  • CHARLES ZONFA MD

    SVP CHIEF QUALITY OFFICER

    Total calculated
    $598,182
    From this org
    $273,038
    From related orgs
    $267,892
    Other
    $57,252
    Hours/week
    50 + 50 related

    Schedule J breakdown matched by us

    Base
    $271,456 + $147,489 related
    Bonus
    $0 + $119,410 related
    Other
    $1,582 + $993 related
    Deferred
    $35,030
    Nontaxable benefits
    $13,713 + $8,509 related
    Filer's total
    $321,781 + $276,401 related

  • PENELOPE GORSUCHDNPRNNEA-BCFA

    SVP & CHF. NURSING EXEC.

    Total calculated
    $480,772
    From this org
    $429,906
    From related orgs
    $0
    Other
    $50,866
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $400,207
    Bonus
    $14,596
    Other
    $15,103
    Deferred
    $48,490
    Nontaxable benefits
    $2,376
    Filer's total
    $480,772

  • MARK BARNHART

    VP PAYER STRATEGY

    Total calculated
    $387,995
    From this org
    $358,250
    From related orgs
    $0
    Other
    $29,745
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $317,195
    Bonus
    $36,281
    Other
    $4,774
    Deferred
    $0
    Nontaxable benefits
    $29,745
    Filer's total
    $387,995

  • CYNTHIA S KELLEY DO

    VP MEDICAL EDUCATION

    Total calculated
    $459,856
    From this org
    $431,035
    From related orgs
    $0
    Other
    $28,821
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $328,226
    Bonus
    $101,277
    Other
    $1,532
    Deferred
    $6,663
    Nontaxable benefits
    $22,158
    Filer's total
    $459,856

  • ED FRIEDL

    VP CONSTRUCTION

    Total calculated
    $407,173
    From this org
    $368,161
    From related orgs
    $0
    Other
    $39,012
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $282,149
    Bonus
    $82,895
    Other
    $3,117
    Deferred
    $9,496
    Nontaxable benefits
    $29,516
    Filer's total
    $407,173

  • JENNIFER EATON

    VP RESEARCH

    Total calculated
    $381,281
    From this org
    $349,558
    From related orgs
    $0
    Other
    $31,723
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $265,647
    Bonus
    $82,895
    Other
    $1,016
    Deferred
    $9,115
    Nontaxable benefits
    $22,608
    Filer's total
    $381,281

  • JUSTIN CATLETT

    VP,CHF. MEDICAL INFO. OFF.

    Total calculated
    $398,350
    From this org
    $357,285
    From related orgs
    $0
    Other
    $41,065
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $340,442
    Bonus
    $15,678
    Other
    $1,165
    Deferred
    $7,522
    Nontaxable benefits
    $33,543
    Filer's total
    $398,350

  • MARK TERPYLAK DO

    FORMER SVP POPULATION HEALTH

    Total calculated
    $595,471
    From this org
    $577,485
    From related orgs
    $0
    Other
    $17,986
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $134,616
    Other
    $442,869
    Deferred
    $0
    Nontaxable benefits
    $17,986
    Filer's total
    $595,471

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
  • 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
  • 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 THREE HIGHLY COMPENSATED EMPLOYEES. THE AMOUNT OF THE GROSS UP IS RECOGNIZED AS ADDITIONAL TAXABLE COMPENSATION. HOUSING ALLOWANCE: A HOUSING ALLOWANCE WAS PAID ON BEHALF OF ONE OFFICER AND ONE KEY EMPLOYEE. THE AMOUNT IS RECOGNIZED AS ADDITIONAL TAXABLE COMPENSATION.
PART I, LINES 4A-B
PART I LINE 4A SEVERENCE OR CHANGE OF CONTROL PAYMENT: IN 2022 MARK TERPYLAK, DO RECEIVED A SEVERANCE PAYMENT IN THE AMOUNT OF $383,645 FROM THE ORGANIZATION. SEVERANCE AMOUNTS ARE TREATED AS TAXABLE COMPENSATION. PART I, LINE 4B SUPPLEMENTAL NON-QUALIFIED 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 $174,867, ROBERT A. GERBERRY $53,657, ELBRIDGE LOCKLEAR $46,972, ANTHONY COLLY $36,816, BENJAMIN P. SUTTON $83,496, DAWN AHNER $64,656, CHARLES ZONFA $35,004, MICHELLE BISSON $7,706, AND PENELOPE GORSUCH $48,490.
PART I, LINE 7
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 · PPO · OH · 80% owned · share of income $2,103,000 · share of assets $4,462,000 · controlled entity

    Directly controlled by SUMMA HEALTH SYSTEM CORP

  • SUMMA INSURANCE COMPANY INC

    C · PROP/CAS INS · OH · 100% owned · share of income $120,153,474 · share of assets $67,850,928 · controlled entity

    Directly controlled by SUMMACARE INC

  • SUMMA HEALTH SYSTEM CORP

    C · MGMT SVCS · OH · 100% owned · controlled entity

    Directly controlled by SUMMA HEALTH

  • MIDDLEBURY ASSURANCE COMPANY

    C · SELF INSURANCE · CJ · 100% owned · share of income $15,073,000 · share of assets $76,049,000 · controlled entity

    Directly controlled by SUMMA HEALTH

  • SUMMACARE INC

    C · PROP/CAS INS · OH · 100% owned · share of income $315,754,544 · share of assets $123,601,016 · controlled entity

    Directly controlled by SUMMA HEALTH SYSTEM CORP

  • SUMMA ACCOUNTABLE CARE ORGANIZATION

    C · CONTRACTING · OH · 100% owned · share of income $10,289,000 · share of assets $2,718,000 · controlled entity

    Directly controlled by SUMMA HEALTH

  • SUMMA MANAGEMENT SERVICES ORGANIZATION

    C · MGMT SVCS · OH · 100% owned · share of income $33,945,000 · share of assets $5,162,000 · controlled entity

    Directly controlled by SUMMA HEALTH SYSTEM CORP

  • SUMMA INTEGRATED SERVICES ORGANIZATION

    C · MGMT SVCS · OH · 100% owned · share of income $4,687,000 · share of assets $14,654,000 · controlled entity

    Directly controlled by SUMMA HEALTH SYSTEM CORP

  • SUMMACARE OF MICHIGAN INC

    C · PROP/CAS INS · OH · 100% owned · share of assets $1,491,864 · 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
202343149349305069

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