Form990
Click to see attachment
Department of the Treasury
Internal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except black lung benefit trust or private foundation)

MediumBullet The organization may have to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0047
2011
Open to Public Inspection
A For the calendar year, or tax year beginning 01-01-2011 and ending 12-31-2011
BCheck if applicable:
CName of organization
Summa Health System Group Return
 
Doing Business As
 
 
Number and street (or P.O. box if mail is not delivered to street address)
525 East Market Street
 
Room/suite
City or town, state or country, and ZIP + 4
Akron, OH44309
D Employer identification number

90-0640432
E Telephone number

G Gross receipts $ 1,154,617,292
F Name and address of principal officer:
Thomas J Strauss
525 East Market Street
Akron,OH44309
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
www.summahealth.org
H(a)
Is this a group return for
affiliates?
H(b)
Are all affiliates included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet5864
K Form of organization:
 
L Year of formation:  
M State of legal domicile:
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: Summa Health System and its related organizations' mission is to provide the highest quality, compassionate care to patients and members and contribute to a healthier community.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a)..... 3 124
4 Number of independent voting members of the governing body (Part VI, line 1b) .... 4 90
5 Total number of individuals employed in calendar year 2011 (Part V, line 2a) ... 5 8,802
6 Total number of volunteers (estimate if necessary) .... 6 898
7a Total unrelated business revenue from Part VIII, column (C), line 12 .. 7a 12,826,425
b Net unrelated business taxable income from Form 990-T, line 34 .. 7b 4,349,842
Revenues; Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 17,452,932 6,053,617
9 Program service revenue (Part VIII, line 2g) ......... 1,026,551,028 1,061,546,122
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 14,431,945 21,938,379
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 10,682,616 18,099,365
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 1,069,118,521 1,107,637,483
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 9,291,949 1,448,421
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 485,919,403 495,891,252
16a Professional fundraising fees (Part IX, column (A), line 11e)..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet1,103,524    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24f).... 542,186,906 566,499,307
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 1,037,398,258 1,063,838,980
19 Revenue less expenses. Subtract line 18 from line 12....... 31,720,263 43,798,503
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 1,065,416,547 1,136,021,642
21 Total liabilities (Part X, line 26)............. 674,722,922 718,039,774
22 Net assets or fund balances. Subtract line 21 from line 20..... 390,693,625 417,981,868
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title.
Paid preparer use only
Print/type preparer's name
 
Preparer's signature
Date
PTIN
Firm's name Right pointing arrowhead image

Firm's EIN Right pointing arrowhead image
Firm's address Right pointing arrowhead image



Phone no.
May the IRS discuss this return with the preparer shown above? See instructions .........bullet
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y
Form 990 (2011)
Form 990 (2011)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response to any question in this Part III .........
1
Briefly describe the organization’s mission: SUMMA HEALTH SYSTEM'S MISSION IS TO PROVIDE THE HIGHEST QUALITY, COMPASSIONATE CARE TO PATIENTS AND MEMBERS AND CONTRIBUTE TO A HEALTHIER COMMUNITY.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? ....................
If “Yes,” describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program services? ..........................
If “Yes,” describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations and section 4947(a)(1) trusts are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 396,132,115 including grants of $   ) (Revenue $ 458,901,445 )
Inpatient Services - For 2011, Summa Akron City & St. Thomas Hospitals (SACSTH), Summa Barberton Citizens Hospital (SBH) and The Wadsworth-Rittman Area Hospital Association (WRH) had 856 beds in service, admitted 44,874 adult patients and delivered 3,581 newborns. The adult patients received 213,475 days of care, inpatient surgeries total 7,064, emergency admits totaled 30,856 and the average length of stay was 4.76 days.
4b (Code:   ) (Expenses $ 478,360,840 including grants of $   ) (Revenue $ 554,159,768 )
Outpatient Services - In 2011, Summa Akron City & St. Thomas Hospitals, Summa Barberton Citizens Hospital, The Wadsworth-Rittman Area Hospital Association and Summa Physicians, Inc. provided 1,681,643 occasions of service, including 134,763 emergency room visits, 15,948 surgical operations, and 1,530,932 other outpatient visits.
4c (Code:   ) (Expenses $ 35,267,666 including grants of $   ) (Revenue $ 12,452,164 )
Research/Education Summa Health System has a long, successful 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 System fosters a learning environment for the next generation of caregivers. At three of Summa Health System's hospitals, over 200 graduates from U.S. and international medical schools train in 17 accredited residency training programs. Summa Health System provides clinical learning experiences to more than 2,600 nursing and allied health students. Summa Health System established partnerships with Northeast Ohio Medical University, The University of Akron, Kent State University, Case Western Reserve University, Youngstown State University and a variety of industries in the northeast Ohio region. In addition, Summa Health System is an active partner in the Austen BioInnovation Institute in Akron.
4d Other program services (Describe in Schedule O.)
(Expenses $ 29,729,752 including grants of $ 1,495,624 ) (Revenue $ 36,032,745 )
4e Total program service expensesMediumBullet$ 939,490,373
Form 990 (2011)
Form 990 (2011)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If “Yes,” complete Schedule AClick to see attachment.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors? Click to see attachment........
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If “Yes,” complete Schedule C, Part IClick to see attachment..........
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities? If “Yes,” complete Schedule C,
Part IIClick to see attachment.........................
4
Yes
 
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If “Yes,” complete Schedule C, Part III........................
5
 
 
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If “Yes,” complete Schedule D, Part IClick to see attachment....................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas or historic structures? If “Yes,” complete Schedule D, Part IIClick to see attachment...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If “Yes,” complete Schedule D, Part III Click to see attachment....................
8
 
No
9
Did the organization report an amount in Part X, line 21; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If “Yes,”
complete Schedule D, Part IVClick to see attachment...................
9
Yes
 
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? If “Yes,” complete Schedule D, Part VClick to see attachment
10
Yes
 
11
If the organization’s answer to any of the following questions is ‘Yes,’ then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable:
a
Did the organization report an amount for land, buildings, and equipment in Part X, line10? If “Yes,” complete Schedule D, Part VI.Click to see attachment
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VII.Click to see attachment
11b
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VIII.Click to see attachment
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part IX.Click to see attachment
11d
Yes
 
e
Did the organization report an amount for other liabilities in Part X, line 25? If “Yes,” complete Schedule D, Part X.Click to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If “Yes,” complete Schedule D, Part X.Click to see attachment
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year?
If “Yes,” complete Schedule D, Parts XI, XII, and XIII Click to see attachment
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If “Yes,” and if the organization answered ‘No’ to line 12a, then completing Schedule D, Parts XI, XII, and XIII is optional Click to see attachment
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If “Yes,” complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States?....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States or aggregate foreign investments valued at $100,000 or more? If “Yes,” complete Schedule F, Part I......... Click to see attachment
14b
Yes
 
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or assistance to any organization or entity located outside the U.S.? If “Yes,” complete Schedule F, Part II.. Click to see attachment
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or assistance to individuals located outside the U.S.? If “Yes,” complete Schedule F, Part III.. Click to see attachment
16
 
No
17
Did the organization report a total of more than $15,000, of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If “Yes,” complete Schedule G, Part IClick to see attachment
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If “Yes,” complete Schedule G, Part II.......... Click to see attachment
18
Yes
 
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If “Yes,” complete Schedule G, Part III................... Click to see attachment
19
 
No
20a
Did the organization operate one or more hospitals? If “Yes,” complete Schedule H..... Click to see attachment
20a
Yes
 
b
If “Yes” to line 20a, did the organization attach a copy of its audited financial statement to this return? Note. All Form 990 filers that operated one or more hospitals must attach audited financial statements. Click to see list of attachments
20b
Yes
 
Form 990 (2011)
Form 990 (2011)
Page 4
Part IV
Checklist of Required Schedules (continued)
21
Did the organization report more than $5,000 of grants and other assistance to any government or organization in the United States on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.. Click to see attachment
21
Yes
 
22
Did the organization report more than $5,000 of grants and other assistance to individuals in the United States on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III..... Click to see attachment
22
Yes
 
23
Did the organization answer “Yes” to Part VII, Section A, questions 3, 4, or 5, about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If “Yes,” complete Schedule J................ Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer questions 24b–24d and complete Schedule K. If “No,” go to line 25................ Click to see attachment
24a
Yes
 
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
No
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds?......................
24c
 
No
d
Did the organization act as an “on behalf of” issuer for bonds outstanding at any time during the year?...
24d
 
No
25a
Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If “Yes,” complete Schedule L, Part I...... Click to see attachment
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If “Yes,” complete Schedule L, Part I................ Click to see attachment
25b
 
No
26
Was a loan to or by a current or former officer, director, trustee, key employee, highly compensated employee, or disqualified person outstanding as of the end of the organization’s tax year? If “Yes,” complete Schedule L,
Part II......................... Click to see attachment
26
Yes
 
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If “Yes,” complete Schedule L, Part III......... Click to see attachment
27
 
No
28
Was the organization a party to a business transaction with one of the following parties? (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If “Yes,” complete Schedule L, Part IV ......................... Click to see attachment
28a
Yes
 
b
A family member of a current or former officer, director, trustee, or key employee? If “Yes,”
complete Schedule L, Part IV................... Click to see attachment
28b
Yes
 
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or owner? If “Yes,” complete Schedule L, Part IV.. Click to see attachment
28c
Yes
 
29
Did the organization receive more than $25,000 in non-cash contributions? If “Yes,” complete Schedule MClick to see attachment
29
Yes
 
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If “Yes,” complete Schedule M............ Click to see attachment
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If “Yes,” complete Schedule N,
Part I...........................
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If “Yes,” complete Schedule N, Part II.......................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If “Yes,” complete Schedule R, Part I........ Click to see attachment
33
Yes
 
34
Was the organization related to any tax-exempt or taxable entity? If “Yes,” complete Schedule R, Parts II, III, IV, and V, line 1..................... Click to see attachment
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
Yes
 
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If “Yes,” complete Schedule R, Part V, line 2... Click to see attachment
35b
Yes
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If “Yes,” complete Schedule R, Part V, line 2........... Click to see attachment
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If “Yes,” complete Schedule R, Part VIClick to see attachment
37
Yes
 
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11 and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2011)
Form 990 (2011)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response to any question in this Part V .........
Yes
No
1a
Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable. .......
1a
927
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable.
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax Statements filed for the calendar year ending with or within the year covered by this return .....................
2a
8,802
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?

Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file. (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?.............................
3a
Yes
 
b
If “Yes,” has it filed a Form 990-T for this year? If “No,” provide an explanation in Schedule O.....
3b
Yes
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account or securities account)?.......................
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts.
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If “Yes” to line 5a or 5b, did the organization file Form 8886-T? ........
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible?..........
6a
 
No
b
If “Yes,” did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?........................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?....................
7a
Yes
 
b
If “Yes,” did the organization notify the donor of the value of the goods or services provided?.....
7b
Yes
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?...........................
7c
 
No
d
If “Yes,” indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?..........................
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?...................
7g
 
No
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?...............
7h
 
 
8
Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess business holdings at any time during the year?................
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the organization make any taxable distributions under section 4966?.........
9a
 
 
b
Did the organization make a distribution to a donor, donor advisor, or related person?......
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them) ........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If “Yes,” enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note. All 501(c)(29) organizations must list in Schedule O each state in which they are licensed to issue qualified health plans, the amount of reserves required by each state, and the amount of reserves the organization allocated to each state.
13a
 
 
b
Enter the aggregate amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans.
13b
 
c
Enter the aggregate amount of reserves on hand.
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
 
b
If "Yes," has it filed a Form 720 to report these payments? If “No,” provide an explanation in Schedule O..
14b
 
 
Form 990 (2011)
Form 990 (2011)
Page 6
Part VI
Governance, Management, and Disclosure For each “Yes” response to lines 2 through 7b below, and for a “No” response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response to any question in this Part VI .........
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year
If the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
1a
124
b
Enter the number of voting members included in line 1a, above, who are independent .................
1b
90
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
Yes
 
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed?
4
Yes
 
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
Yes
 
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? .................
7a
Yes
 
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ............
7b
Yes
 
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .........................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ..........
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If “Yes,” provide the names and addresses in Schedule O .....
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal
Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
Yes
 
b
If “Yes,” did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes? ....
10b
Yes
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form?
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review the Form 990. .....
12a
Did the organization have a written conflict of interest policy? If “No,” go to line 13.......
12a
Yes
 
b
Were officers, directors or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If “Yes,” describe in Schedule O how this was done ....................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
 
No
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes," to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
Yes
 
b
If “Yes,” did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
Yes
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
FL , OH
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how), the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, physical address, and telephone number of the person who possesses the books and records of the organization: MediumBullet
BRIAN K DERRICK
525 EAST MARKET STREET
Akron,OH44309
(330) 375-3196
Form 990 (2011)
Form 990 (2011)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response to any question in this Part VII .........
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation, and current key employees. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organizations compensated any current or former officer, director, or trustee.
(A)
Name and Title 		(B)
Average hours per week (describe hours for related organizations in Schedule O) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;
(1) John Adams
Director SACSTHF, SF
 2.0 X           0 0 0
(2) Kyle Allen DO
Director SACSTH (term 06/2011)
 48.0 X           238,598 0 41,923
(3) Karen Ayers DO
Director SBH
 2.0 X           0 0 0
(4) Michael Bage MD
Director SACSTH
 48.0 X           504,510 0 10,204
(5) Susan Baker
Director WRH
 2.0 X           0 0 0
(6) William Bauman MD
Director SPI
 48.0 X           594,383 0 17,581
(7) Julia Bianchi
Director SACSTHF, SF
 2.0 X           0 0 0
(8) Michael Bianco MD
Director WRH
 2.0 X           56,850 0 0
(9) James Biggar
Director SACSTH, SACSTHF, SF
 2.0 X           0 0 0
(10) Michelle Blanda MD
Director SACSTH
 2.0 X           0 0 0
(11) Nick Browning
Director SACSTH
 2.0 X           0 0 0
(12) Candace Campbell-Jackson
Director CFGH
 2.0 X           0 0 0
(13) Cynthia Capers
Director SACSTH
 2.0 X           0 0 0
(14) Dennis Chack
Director SACSTH
 2.0 X           0 0 0
(15) Douglas Chonko DO
Director CFGH
 2.0 X           0 0 0
(16) Thomas Clark
Director SACSTHF, SF
 2.0 X           0 0 0
(17) Jacob Cohen MD
Director SACSTH
 2.0 X           0 0 0
Form 990 (2011)
Form 990 (2011)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title 		(B)
Average hours per week (describe hours for related organizations in Schedule O) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;
(18) Norman Crocker MD
Director WRH
 2.0 X           0 0 0
(19) George Daverio
Director SACSTHF, SF
 2.0 X           0 0 0
(20) David Dellinger DO
Director CFGH
 2.0 X           0 0 0
(21) T Clifford Deveny MD
President, SPI (term 04/2011)
 48.0 X   X       273,090 0 36,532
(22) Dennis Dick
Director CFGH
 2.0 X   X       0 0 0
(23) Vince DiGirolamo
Director SACSTH, SACSTHF, SF
 3.0 X   X       0 0 0
(24) C Gordon Ewers
Director SACSTHF, SF
 2.0 X           0 0 0
(25) Edward Ferris MD
Director SACSTH
 2.0 X           0 0 0
(26) Daniel Figliola
Director CFGH
 2.0 X           0 0 0
(27) Michael Frank MD
Director, Chair SBH
 3.0 X   X       0 0 0
(28) Jason Fried DO
Director CFGH
 2.0 X           0 0 0
(29) Steven Gaich MD
Director SPI
 48.0 X           327,774 0 25,474
(30) Mark Goldfarb
Director SACSTHF, SF
 2.0 X           0 0 0
(31) Eric Graf
Director WRH
 2.0 X           0 0 0
(32) Russell Gregory
Director, Vice Chr WRH
 2.0 X           0 0 0
(33) Stephen Hailer
Director CFGH
 2.0 X           0 0 0
(34) Thomas Harnden
Director, Secty/Treas SBH
 3.0 X   X       0 0 0
(35) Robert Harrigan
Director SACSTH, System COO
 48.0 X   X       1,002,992 0 74,559
(36) Robert Hemphill MD
Director SACSTHF, SF
 2.0 X           0 0 0
(37) Thomas Hudson
Director WRH
 2.0 X           0 0 0
(38) Rodney Ison MD
Director SBH
 2.0 X           28,390 16,500 0
(39) Mary Ann Jackson
Director SACSTHF, SF
 2.0 X           0 0 0
(40) Tracy Jensen
Director SACSTHF, SF
 2.0 X           0 0 0
(41) Phil Kaufmann
Director SACSTHF, SF
 2.0 X           0 0 0
(42) James Kennedy MD
Director SBH
 2.0 X           0 0 0
(43) Phillp Khalil DO
Director CFGH
 2.0 X           0 0 0
(44) A Gus Kious MD
Director, President SPI
 48.0 X   X       36,704 0 46
(45) Thomas Knoll
Director WRH
 40.0 X           222,408 0 0
(46) Joseph Koenig MD
Director SPI
 48.0 X           653,840 0 73,258
(47) Rich Kramer
Director SACSTHF, SF
 2.0 X           0 0 0
(48) James Kraynak
Director, Vice Chr CFGH
 2.0 X           0 0 0
(49) Dennis Liddle
Director SBH
 2.0 X           0 0 0
(50) Dina Lloyd
Director SBH
 2.0 X           0 0 0
(51) Anthony Lockhart
Director SACSTH, SACSTHF
 2.0 X           0 0 0
(52) Ann Loftus
Director, SACSTH (term 06/2011
 2.0 X           0 0 0
(53) Anthony Manna
Director SACSTHF, SF
 2.0 X           0 0 0
(54) Richard Marsh
Director CFGH, SACSTHF, SF
 3.0 X   X       0 0 0
(55) Joseph McShannic MD
Director SACSTH
 48.0 X           436,940 0 22,188
(56) Walter Mirapaul
Director, SACSTH (term 11/2011
 2.0 X           0 0 0
(57) Dale Murphy MD
Director SPI
 48.0 X           568,923 0 42,768
(58) Randy Myeroff
Director SACSTHF, SF
 2.0 X           0 0 0
(59) Vivian Celeste Neal
Director SACSTHF, SF
 2.0 X           0 0 0
(60) Joseph Nienaltowski DO
Director CFGH
 2.0 X           0 0 0
(61) Thomas O'Neill
Director SPI, CFO SACSTH
 48.0 X   X       488,174 0 67,174
(62) Elwood Palmer
Director SBH (term 11/2011)
 2.0 X           0 0 0
(63) Charles Parsons
Director WRH
 2.0 X           0 0 0
(64) Jonathon Pavloff
Director SACSTHF, SF
 2.0 X           0 0 0
(65) Mark Pluskota MD
Director SBH
 2.0 X           0 0 0
(66) William Powel III
Director SPI, System Secty
 48.0 X   X       615,406 0 89,577
(67) Dwight Powers
Director WRH
 2.0 X           0 0 0
(68) Ernest Preston
Director SACSTHF, SF
 2.0 X           0 0 0
(69) Theresa Proenza
Director SACSTH (term 06/2011)
 2.0 X           0 0 0
(70) Margaret Ralston Payne
Director SACSTH, SACSTHF, SF
 3.0 X   X       0 0 0
(71) Kathleen Raynor
Director SACSTHF, SF
 2.0 X           0 0 0
(72) Froncie Repetti
Director SACSTH
 2.0 X           0 0 0
(73) Harriett Richman
Director SACSTH
 2.0 X           0 0 0
(74) Ronald Russ DO
Director CFGH
 2.0 X           0 0 0
(75) Mona Sarkar
Director SACSTHF, SF
 2.0 X           0 0 0
(76) Robert Schaal MD
Director SACSTH, SACSTHF
 2.0 X           75,000 0 0
(77) Steve Schmidt
Director & COO, SF
 48.0 X   X       320,368 0 12,539
(78) Diane Schnee
Director SBH
 2.0 X           0 0 0
(79) Helen Scott
Director SBH
 2.0 X           0 0 0
(80) Anthony Solaro
Director WRH
 2.0 X           0 0 0
(81) Martin Spector
Director SACSTHF, SF
 2.0 X           0 0 0
(82) Thomas Strauss
Director, System Pres. & CEO
 48.0 X   X       1,714,943 0 97,692
(83) Vicki Sussman
Director WRH
 2.0 X           0 0 0
(84) Susan Taft
Director SACSTH
 2.0 X           0 0 0
(85) Terry Taylor
Director SBH
 2.0 X           0 0 0
(86) Douglas Trochelman MD
Director SACSTH
 48.0 X           654,341 0 17,581
(87) Susan Ullman
Director WRH
 2.0 X           0 0 0
(88) Sharon VanNostran MD
Director SACSTH
 2.0 X           0 0 0
(89) Joseph Varley MD
Director SACSTH
 48.0 X           327,802 0 8,492
(90) Norman Wells
Director SACSTH, SACSTHF, SF
 2.0 X           0 0 0
(91) Darrell Widmer MD
Director WRH
 48.0 X           163,848 0 5,169
(92) Jay Williamson MD
Dir&Int Pres, SPI (4/11-11/11)
 48.0 X   X       277,318 0 9,596
(93) Stephen Wilt
Director SACSTHF, SF
 2.0 X           0 0 0
(94) Joseph Zarconi MD
Director SACSTHF, SF
 48.0 X           519,285 0 49,246
(95) Thomas DeBord
President SBH & WRH
 48.0     X       325,407 0 24,638
(96) Brian Derrick
System CFO
 48.0     X       142,749 0 13,023
(97) C Michael Rutherford
Dir, System CFO (term 01/2011)
 48.0     X       175,364 0 144
(98) Jeffrey Morris MD
Chief Medical Officer, SBH
 48.0     X       313,646 0 32,887
(99) Charles Alderson
CFO, SBH & WRH
 48.0     X       230,557 0 17,663
(100) Bryan Fredericks
COO, SPI
 48.0     X       313,718 0 21,897
(101) Kathleen Jobe
Chief Nursing Officer, SBH
 48.0     X       211,945 0 17,849
(102) Michael Hillman MD
VP Chief Med/Qual Offcr
 48.0       X     551,561 0 54,514
(103) Gregory Kall
VP, CIO
 48.0       X     432,141 0 45,456
(104) Unhee Kim
VP, Clinical Services
 48.0       X     546,394 0 51,157
(105) Kyle Klawitter
VP, System HR
 48.0       X     431,997 0 85,029
(106) Patrice Lange
VP, System Marketing
 48.0       X     423,614 0 39,657
(107) Charles Ross MD
Chief Medical Officer
 48.0       X     435,938 0 34,480
(108) James Stonkus
VP, Bus. Devel SW Region
 48.0       X     209,631 0 41,551
(109) Kevin Theiss
VP, Revenue Cycle
 48.0       X     291,432 0 26,128
(110) Mary Ward
VP, Chief Nursing Officer
 48.0       X     545,282 0 45,390
(111) John Zografakis MD
Highest Compensated
 48.0         X   886,987 0 25,810
(112) Scott Weiner MD
Highest Compensated
 48.0         X   657,932 0 24,662
(113) Mehool Patel MD
Highest Compensated
 48.0         X   656,476 0 6,651
(114) Eric Espinal MD
Highest Compensated
 48.0         X   643,840 0 20,288
(115) Jennifer Restivo MD
Highest Compensated
 48.0         X   646,561 0 24,566
(116) Kathleen Rice
Former Officer
 0.0           X 480,992 0 622
(117) Stephen Kaiser DO
Former Officer
 0.0           X 120,141 0 13,009
(118) John Brocketti
Former Officer
 0.0           X 104,685 0 1,394
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 19,880,877 16,500 1,370,064
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organizationMediumBullet436
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If “Yes,” complete Schedule J for such individual .............
3
Yes
 
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If “Yes,” complete Schedule J for such individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If “Yes,” complete Schedule J for such person .....
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
Hammond Construction Inc
1278 Park Avenue
CANTON,OH44706 		Construction 12,690,000
Professional Anesthesia Services
190 North Union Street
AKRON,OH44304 		Medical services 7,925,960
Matrix Management Solutions
5200 Stoneham Road
NORTH CANTON,OH44720 		Billing Services 4,454,241
Eclipsys Corporation
Three Ravinia Drive
ATLANTA,GA30346 		IT & EMR Services 4,434,835
Sodexo Inc
10 Earhart Drive
WILLIAMSVILLE,NY14221 		Catering Services 4,121,336
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet139
Form 990 (2011)
Form 990 (2011)
Page 9
Part VIII
Statement of Revenue
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512, 513, or 514
Contributions, Gifts, Grants and Other Similar Amounts 1a Federated campaigns..1a  
b Membership dues....1b  
c Fundraising events....1c 245,931
d Related organizations...1d 479,870
e Government grants (contributions)1e 1,667,350
f All other contributions, gifts, grants, and
similar amounts not included above1f 		3,660,466
g Noncash contributions included in lines 1a-1f:$ 411,228
h Total. Add lines 1a-1f.......MediumBullet 6,053,617
Program Service Revenue Business Code
2a NET PATIENT REVENUE 621,110 1,036,605,859 1,036,345,013 260,846  
b PROGRAM RELATED INVESTMENTS 900,099 11,552,475 8,572,245 -97,094 3,077,324
c REFERENCE LAB 621,500 11,266,138   11,266,138  
d HOUSE CALL PROGRAM 900,099 1,051,482 1,051,482    
e RESEARCH REVENUE 541,700 946,986 946,986    
f All other program service revenue . 123,182 123,182    
g Total. Add lines 2a–2f........MediumBullet 1,061,546,122
Other Revenue 3 Investment income (including dividends, interest
and other similar amounts).....MediumBullet 17,362,933     17,362,933
4 Income from investment of tax-exempt bond proceeds..MediumBullet 3,063,605     3,063,605
5 Royalties............MediumBullet 0      
(i) Real (ii) Personal
6a Gross rents 10,150,846 1,478,892
b Less: rental expenses 4,129,721 815,091
c Rental income or (loss) 6,021,125 663,801
d Net rental income or (loss).......MediumBullet 6,684,926   663,801 6,021,125
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 43,413,650 9,845
b Less: cost or other basis and sales expenses 41,902,189 9,466
c Gain or (loss) 1,511,461 379
d Net gain or (loss)..........MediumBullet 1,511,841     1,511,841
8a Gross income from fundraising events (not including
$ 245,931
of contributions reported on line 1c). See Part IV, line 18 ...
a 72,600
b Less: direct expenses ...b 123,342
c Net income or (loss) from fundraising events..MediumBullet -50,742   -50,742
9a Gross income from gaming activities.
See Part IV, line 19 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from gaming activities...MediumBullet 0      
10a Gross sales of inventory, less
returns and allowances .
a  
b Less: cost of goods sold ..b  
c Net income or (loss) from sales of inventory..MediumBullet 0      
Miscellaneous Revenue Business Code
11a CAFETERIA SALES 722,210 5,034,577   487,158 4,547,419
b PARKING 812,930 1,524,898     1,524,898
c GIFT/FLOWER SHOP 453,220 1,007,934     1,007,934
d All other revenue .... 3,897,772   245,576 3,652,196
e Total. Add lines 11a–11d ......MediumBullet 11,465,181
12 Total revenue. See Instructions....MediumBullet 1,107,637,483 1,047,038,908 12,826,425 41,718,533
Form 990 (2011)
Form 990 (2011)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A) but are not required to complete columns (B), (C), and (D).
Check if Schedule O contains a response to any question in this Part IX. .........
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising expenses
1 Grants and other assistance to governments and organizations in the United States. See Part IV, line 21 1,367,325 1,367,325
2 Grants and other assistance to individuals in the United States. See Part IV, line 22 81,096 81,096
3 Grants and other assistance to governments, organizations, and individuals outside the United States. See Part IV, lines 15 and 16 0  
4 Benefits paid to or for members 0  
5 Compensation of current officers, directors, trustees, and key employees .... 16,739,332 10,737,463 6,001,869  
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .... 1,364,125 778,448 585,677  
7 Other salaries and wages 385,409,752 342,770,254 42,102,986 536,512
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 8,642,540 7,762,937 879,603  
9 Other employee benefits ....... 56,865,178 50,057,270 6,661,252 146,656
10 Payroll taxes ........... 26,870,325 23,645,886 3,224,439  
11 Fees for services (non-employees):        
a Management ...... 9,020,758 3,006,093 6,014,665  
b Legal ......... 1,504,486 2,614 1,501,872  
c Accounting ........... 670,995 221,196 449,799  
d Lobbying ........... 145,402   145,402  
e Professional fundraising. See Part IV, line 17.. 0  
f Investment management fees ...... 54,151   54,151  
g Other .......... 126,132,151 108,198,767 17,848,349 85,035
12 Advertising and promotion .... 4,370,518 1,034,649 3,316,479 19,390
13 Office expenses ....... 23,001,669 15,314,192 7,599,192 88,285
14 Information technology ...... 14,541,806 12,338,971 2,177,466 25,369
15 Royalties .. 0      
16 Occupancy ........... 21,024,915 18,140,936 2,883,979  
17 Travel ............ 1,031,884 789,801 229,547 12,536
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ...... 0      
19 Conferences, conventions, and meetings .... 2,123,856 1,623,819 498,658 1,379
20 Interest ........... 29,246,066 24,859,156 4,386,910  
21 Payments to affiliates ....... 52,293,398 51,082,445 1,192,261 18,692
22 Depreciation, depletion, and amortization ..... 42,179,654 35,852,706 6,326,948  
23 Insurance .............. 4,880,625 3,777,604 1,103,021  
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24f. If line 24f amount exceeds 10% of line 25, column (A) amount, list line 24f expenses on Schedule O.)
a MEDICAL SUPPLIES 133,278,887 132,141,293 1,137,594 0
b BAD DEBT PROVISION 81,393,136 81,393,136 0 0
c STATE FRANCHISE FEE 8,644,803 8,644,803 0 0
d UNRELATED BUSINESS INC. TAX 2,596,862 0 2,596,862 0
e
f All other expenses 8,363,285 3,867,513 4,326,102 169,670
25 Total functional expenses. Add lines 1 through 24f 1,063,838,980 939,490,373 123,245,083 1,103,524
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2011)
Form 990 (2011)
Page 11
Part X Balance Sheet
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash—non-interest-bearing .......... 1,896,696 1 1,450,134
2 Savings and temporary cash investments ....... 123,566,622 2 137,063,192
3 Pledges and grants receivable, net ......... 7,068,394 3 4,886,801
4 Accounts receivable, net ......... 142,807,314 4 157,350,663
5 Receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L .......... 9,522 5 3,952
6 Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B). Complete Part II of
Schedule L .......... 0 6 0
7 Notes and loans receivable, net ............. 16,878,270 7 21,027,546
8 Inventories for sale or use .............. 10,521,760 8 12,031,830
9 Prepaid expenses and deferred charges ............ 8,678,367 9 9,000,945
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 1,062,544,036
b Less: accumulated depreciation. ..... 10b 626,143,458 390,001,352 10c 436,400,578
11 Investments—publicly traded securities .......... 247,510,295 11 217,906,778
12 Investments—other securities. See Part IV, line 11 ...... 3,843,888 12 4,675,205
13 Investments—program-related. See Part IV, line 11 .. 12,420,773 13 24,403,441
14 Intangible assets ......... 2,854,654 14 2,696,636
15 Other assets. See Part IV, line 11 ........... 97,358,640 15 107,123,941
16 Total assets. Add lines 1 through 15 (must equal line 34)... 1,065,416,547 16 1,136,021,642
Liabilities 17 Accounts payable and accrued expenses . 123,988,157 17 157,668,147
18 Grants payable .......... 2,560,350 18 1,915,588
19 Deferred revenue .......... 2,380,384 19 3,543,430
20 Tax-exempt bond liabilities .......... 358,138,764 20 356,342,139
21 Escrow or custodial account liability. Complete Part IV of Schedule D.. 1,298,070 21 1,164,886
22 Payables to current and former officers, directors, trustees, key
employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L.......... 0 22 0
23 Secured mortgages and notes payable to unrelated third parties .. 34,897,978 23 20,536,469
24 Unsecured notes and loans payable to unrelated third parties .... 0 24 0
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D..... 151,459,219 25 176,869,115
26 Total liabilities. Add lines 17 through 25..... 674,722,922 26 718,039,774
Net Assets or Fund Balance Organizations that follow SFAS 117, check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets ..... 353,905,299 27 379,626,550
28 Temporarily restricted net assets ..... 20,748,468 28 22,097,706
29 Permanently restricted net assets ..... 16,039,858 29 16,257,612
Organizations that do not follow SFAS 117, check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds .....   30  
31 Paid-in or capital surplus, or land, building or equipment fund .....   31  
32 Retained earnings, endowment, accumulated income, or other funds   32  
33 Total net assets or fund balances ..... 390,693,625 33 417,981,868
34 Total liabilities and net assets/fund balances ..... 1,065,416,547 34 1,136,021,642
Form 990 (2011)
Form 990 (2011)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response to any question in this Part XI .........
1
Total revenue (must equal Part VIII, column (A), line 12) ...
1
1,107,637,483
2
Total expenses (must equal Part IX, column (A), line 25) ....
2
1,063,838,980
3
Revenue less expenses. Subtract line 2 from line 1 ...
3
43,798,503
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
390,693,625
5
Other changes in net assets or fund balances (explain in Schedule O) ...
5
-16,510,260
6
Net assets or fund balances at end of year. Combine lines 3, 4, and 5 (must equal Part X, line 33, column (B)) ....
6
417,981,868
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response to any question in this Part XII .........
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?....
2a
 
No
b
Were the organization’s financial statements audited by an independent accountant?........
2b
Yes
 
c
If “Yes,” to 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant? If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O. ...........................
2c
Yes
 
d
If “Yes” to line 2a or 2b, check a box below to indicate whether the financial statements for the year were issued on a separate basis, consolidated basis, or both:
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133? ................
3a
Yes
 
b
If “Yes,” did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits. ..
3b
Yes
 
Form 990 (2011)
Additional Data


Software ID:  
Software Version:  
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section
4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ. right arrow See separate instructions.
OMB No. 1545-0047
2011
Open to Public
Inspection
Name of the organization
Summa Health System Group Return
 
Employer identification number

90-0640432
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
f
g
(i) a person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the the supported organization? ................
11g(i)
 
No
(ii) a family member of a person described in (i) above? ......................
11g(ii)
 
No
(iii) a 35% controlled entity of a person described in (i) or (ii) above? ................
11g(iii)
 
No
h
(i)
Name of supported organization 		(ii)
EIN 		(iii)
Type of organization (described on lines 1- 9 above or IRC section (see instructions)) 		(iv)
Is the organization in col. (i) listed in your governing document? 		(v)
Did you notify the organization in col. (i) of your support? 		(vi)
Is the organization in col. (i) organized in the U.S.? 		(vii)
Amount of support?
Yes No Yes No Yes No
(1) SUMMA AKRON CITY & ST THOMAS HOSPITALS
  		340714755 03 Yes           363,361
(2) SUMMA BARBERTON CITIZENS HOSPITAL
  		261375072 03 Yes           0
(3) CUYAHOGA FALLS GENERAL HOSPITAL
  		340718383 09 Yes           0
(4) THE WADSWORTH-RITTMAN AREA HOSPITAL ASSN
  		346549371 03 Yes           0
(5) SUMMA AKRON CITY & ST THOMAS HOSPITALS FOUNDATION
  		341219001 07 Yes           0
(6) SUMMA FOUNDATION
  		320323002 07 Yes           0
Total                 363,361

For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2011
Schedule A (Form 990 or 990-EZ) 2011
Page 2
Part II
Support Schedule for Organizations Described in IRC 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year(or fiscal year beginning in) (a) 2007 (b) 2008 (c) 2009 (d) 2010 (e) 2011 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .... 6,660,819 6,323,558 4,540,510 6,941,569 5,638,036 30,104,492
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3.. 6,660,819 6,323,558 4,540,510 6,941,569 5,638,036 30,104,492
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..           1,416,886
6 Public Support. Subtract line 5 from line 4.           28,687,606
Section B. Total Support
Calendar year(or fiscal year beginning in) (a) 2007 (b) 2008 (c) 2009 (d) 2010 (e) 2011 (f) Total
7 Amounts from line 4.. 6,660,819 6,323,558 4,540,510 6,941,569 5,638,036 30,104,492
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. 3,713,044 2,479,286 1,527,282 1,494,312 1,752,613 10,966,537
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. (Explain in Part IV.) Do not include gain or loss from the sale of capital assets..            
11 Total support (Add lines 7 through 10).           41,071,029
12
12
3,984,878
13
Section C. Computation of Public Support Percentage
14
14
69.849 %
15
15
63.443 %
16a
b
17a
b
18
Schedule A (Form 990 or 990-EZ) 2011
Schedule A (Form 990 or 990-EZ) 2011
Page 3
Part III
Support Schedule for Organizations Described in IRC 509(a)(2)
(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year(or fiscal year beginning in) (a) 2007 (b) 2008 (c) 2009 (d) 2010 (e) 2011 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......            
3 Gross receipts from activities that are not an unrelated trade or business under section 513..            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge..            
6 Total. Add lines 1 through 5.            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons...            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public Support (Subtract line 7c from line 6.)            
Section B. Total Support
Calendar year (or fiscal year beginning in) (a) 2007 (b) 2008 (c) 2009 (d) 2010 (e) 2011 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)            
13 Total support (Add lines 9, 10c, 11 and 12.).            
14
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2011
Schedule A (Form 990 or 990-EZ) 2011
Page 4
Part IV
Supplemental Information. Supplemental Information. Complete this part to provide the explanation required by Part II, line 10; Part II, line 17a or 17b; or Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Explanation
Cuyahoga Falls General Hospital ("CFGH") is a public charity organization under Section 509(a)(2). Due to software limitations, Schedule A Part III for CFGH could not be completed. (Schedule A Part II is completed for Summa Akron City & St Thomas Hospitals Foundation.) Based on the public support test under Part III, the public support percentage for 2011 for CFGH which should be shown in Section C, Line 15, is 94.12%.
 
 
 
Schedule A (Form 990 or 990-EZ) 2011

Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors
Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
OMB No. 1545-0047
2011
Name of organization
Summa Health System Group Return
 
Employer identification number

90-0640432
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ





Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......................... Arrow Bullet   $    
Caution. An Organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
Form 990-EZ or on Part I, line 2, of its Form 990-PF, to certify that it does not meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2011)

Page 2
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
Name of organization
Summa Health System Group Return
  		Employer identification number

90-0640432
Part I
Contributors (see Instructions). Use duplicate copies of Part I if additional space is needed.
     
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
RESTRICTED
RESTRICTED
 

     
RESTRICTED
RESTRICTED  
RESTRICTED, RESTRICTED   RESTRICTED

$RESTRICTED




(Complete Part II if there is a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is a noncash contribution.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)

Page 3
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
Name of organization
Summa Health System Group Return
  		Employer identification number

90-0640432
Part II
Noncash Property (see Instructions). Use duplicate copies of Part II if additional space is needed.
     
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions). 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions). 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions). 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions). 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions). 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions). 		(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)

Page 4
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
Name of organization
Summa Health System Group Return
  		Employer identification number

90-0640432
Part III
Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
that total more than $1,000 for the year. Complete columns (a) through (e) and the following line entry.
For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet $  
Use duplicate copies of Part III if additional space is needed
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)

Additional Data


Software ID:  
Software Version:  
SCHEDULE C
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Political Campaign and Lobbying Activities

For Organizations Exempt From Income Tax Under section 501(c) and section 527
SchCMd Bullet Complete if the organization is described below.
SchCMd Bullet Attach to Form 990 or Form 990-EZ. SchCMd Bullet See separate instructions.
OMB No. 1545-0047
2011
Open to Public
Inspection
If the organization answered “Yes” to Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet Section 527 organizations: Complete Part I-A only.
If the organization answered “Yes” to Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)) Complete Part II-A. Do not complete Part II-B.
Round Bullet Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered “Yes” to Form 990, Part IV, Line 5 (Proxy Tax) or Form 990-EZ, line 35c (Proxy Tax), then
Round Bullet Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of the organization
Summa Health System Group Return
 
Employer identification number

90-0640432
Part I-A
Complete if the organization is exempt under section 501(c) or is a section 527 organization.

1
Provide a description of the organization’s direct and indirect political campaign activities in Part IV.
2
Political expenditures ....................................SchCMd Bullet
$  
3
Volunteer hours ........................................
 

Part I-B
Complete if the organization is exempt under section 501(c)(3).
1
Enter the amount of any excise tax incurred by the organization under section 4955 .........SchCMd Bullet
$  
2
Enter the amount of any excise tax incurred by organization managers under section 4955 ......SchCMd Bullet
$  
3
If the organization incurred a section 4955 tax, did it file Form 4720 for this year? ..............
4a
Was a correction made? .........................................
b
If "Yes," describe in Part IV.
Part I-C
Complete if the organization is exempt under section 501(c) except section 501(c)(3).
1
Enter the amount directly expended by the filing organization for section 527 exempt function activities SchCMd Bullet
$  
2
Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ...................................SchCMd Bullet

$  
3
Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b..SchCMd Bullet

$  
4
Did the filing organization file Form 1120-POL for this year? ..........................
5
Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.
(a) Name (b) Address (c) EIN (d) Amount paid from filing organization's funds. If none, enter -0-. (e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.










For Privacy Act and Paperwork Reduction Act Notice, see the instructions for Form 990.
Cat. No. 50084S
Schedule C (Form 990 or 990-EZ) 2011

Schedule C (Form 990 or 990-EZ) 2011
Page 2
Part II-A
Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).
A Check expenses, and share of excess lobbying expenditures).
B Check
Limits on Lobbying Expenditures
(The term "expenditures" means amounts paid or incurred.) 		(a) Filing
organization's
totals 		(b) Affiliated group
totals
1a Total lobbying expenditures to influence public opinion (grass roots lobbying) ......    
b Total lobbying expenditures to influence a legislative body (direct lobbying) .......    
c Total lobbying expenditures (add lines 1a and 1b) ...................    
d Other exempt purpose expenditures ........................    
e Total exempt purpose expenditures (add lines 1c and 1d) ...............    
f Lobbying nontaxable amount. Enter the amount from the following table in both
columns.		    
  If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:    
  Not over $500,00020% of the amount on line 1e.    
  Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.    
  Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.    
  Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.    
  Over $17,000,000$1,000,000.    
       
g Grassroots nontaxable amount (enter 25% of line 1f) .................    
h Subtract line 1g from line 1a. If zero or less, enter -0-. ................    
i Subtract line 1f from line 1c. If zero or less, enter -0-. ................    
j If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting
section 4911 tax for this year? ......................................

4-Year Averaging Period Under Section 501(h)
(Some organizations that made a section 501(h) election do not have to complete all of the five
columns below. See the instructions for lines 2a through 2f on page 4.)
Lobbying Expenditures During 4-Year Averaging Period
  Calendar year (or fiscal year
beginning in) 		(a) 2008 (b) 2009 (c) 2010 (d) 2011 (e) Total
             
2a Lobbying non-taxable amount          
             
b Lobbying ceiling amount
(150% of line 2a, column(e)) 		         
             
c Total lobbying expenditures          
             
d Grassroots nontaxable amount          
             
e Grassroots ceiling amount
(150% of line 2d, column (e))		          
             
f Grassroots lobbying expenditures          
Schedule C (Form 990 or 990-EZ) 2011


Schedule C (Form 990 or 990-EZ) 2011
Page 3
Part II-B
Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).
For each “Yes” response to lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.
(a)
Yes
No
(b)
Amount
1
During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:
a
Volunteers? .........................................
Yes
 
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ....
Yes
 
c
Media advertisements? ....................................
 
No
 
d
Mailings to members, legislators, or the public? .........................
Yes
 
700
e
Publications, or published or broadcast statements? .......................
Yes
 
19,800
f
Grants to other organizations for lobbying purposes? .......................
Yes
 
36,670
g
Direct contact with legislators, their staffs, government officials, or a legislative body? ........
Yes
 
85,232
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ......
 
No
 
i
Other activities? ..........................
Yes
 
3,000
j
Total. Add lines 1c through 1i ...............................
145,402
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
No
b
If "Yes," enter the amount of any tax incurred under section 4912 .................
 
c
If "Yes," enter the amount of any tax incurred by organization managers under section 4912 .....
 
d
If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? .......
 
 
Part III-A
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).
Yes
No
1
Were substantially all (90% or more) dues received nondeductible by members? ................
1
 
 
2
Did the organization make only in-house lobbying expenditures of $2,000 or less? ................
2
 
 
3
Did the organization agree to carry over lobbying and political expenditures from the prior year? ..........
3
 
 
Part III-B
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2 are answered “No” OR (b) Part III-A, line 3 is answered “Yes”.
1
Dues, assessments and similar amounts from members .....................
1
 
2
Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political
expenses for which the section 527(f) tax was paid).
a
Current year .........................................
2a
 
b
Carryover from last year ....................................
2b
 
c
Total ...........................................
2c
 
3
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .
3
 
4
If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ................................
4
 
5
Taxable amount of lobbying and political expenditures (see instructions) ..............
5
 
Part IV
Supplemental Information
Complete this part to provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, Part II-A; line 5; and Part ll-B, line 1.
Also, complete this part for any additional information.
Identifier Return Reference Explanation
Part II-B, Line 1   In 2011, Summa Health System volunteers and management interacted with Federal and state leaders to discuss the impact of the Affordable Care Act on local operations and finances. Summa leaders shared their perspective relative to Accountable Care, Sustainable Growth Rate, Graduate Medical Education, Medicare, Medicaid and Insurance Reform with members, staff, and agency leadership at Federal, state and regional levels. Summa leaders also provided education to members and staff to help them understand how deficit and debt decisions impact safety net providers like Summa.
Part II-B, Line 1(f)   The amount on Line 1(f) represents the portion of annual dues to organizations such as AHA and OHA allocable to lobbying activities.
Schedule C (Form 990 or 990EZ) 2011

Additional Data


Software ID:  
Software Version:  

SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," to Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b
SchDMd Bullet Attach to Form 990. SchDMd Bullet See separate instructions.
OMB No. 1545-0047
2011
Open to Public Inspection
Name of the organization
Summa Health System Group Return
 
Employer identification number

90-0640432
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .......    
2 Aggregate contributions to (during year) ...    
3 Aggregate grants from (during year) ...    
4 Aggregate value at end of year .......    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ....................... 2a  
b Total acreage restricted by conservation easements .................. 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 8/17/06, and not on a historic structure listed in the National Register .................... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................
6
Staff and volunteer hours devoted to monitoring, inspecting and enforcing conservation easements during the year SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section
170(h)(4)(B)(i) and 170(h)(4)(B)(ii)? ....................................
9
In Part XIV, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" to Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of
art, historical treasures, or other similar assets held for public exhibition, education or research in furtherance of public service,
provide, in Part XIV, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art,
historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service,
provide the following amounts relating to these items:
(i)
Revenues included in Form 990, Part VIII, line 1 ........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ..............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 (ASC 958), relating to these items:
a
Revenues included in Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Privacy Act and Paperwork Reduction Act Notice, see the Intructions for Form 990
Cat. No. 52283D
Schedule D (Form 990) 2011

Schedule D (Form 990) 2011
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s accession and other records, check any of the following that are a significant use of its collection
items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIV.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?........
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990,
Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b
If "Yes," explain the arrangement in Part XIV and complete the following table:
Amount
c Beginning balance ................................. 1c  
d Additions during the year .............................. 1d  
e Distributions during the year ............................. 1e  
f Ending balance ................................... 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21? .....................
b
If “Yes,” explain the arrangement in Part XIV.
Part V
Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
(a)Current Year (b)Prior Year (c)Two Years Back (d)Three Years Back (e)Four Years Back
1a Beginning of year balance .... 15,633,841 13,145,135 13,311,624 9,445,067
b Contributions ........ 113,108 2,481,325 -183,166 3,890,076
c Net investment earnings, gains, and losses ... 149,521 7,380 16,677 -23,519
d Grants or scholarships .....        
e Other expenditures for facilities
and programs ........ 		       
f Administrative expenses ....        
g End of year balance ...... 15,896,470 15,633,840 13,145,135 13,311,624
2
Provide the estimated percentage of the year end balance (line 1g) held as:
a
Board designated or quasi-endowment SchDMd Bullet  
b
Permanent endowment SchDMd Bullet100.000 %
c
Temporarily restricted endowment SchDMd Bullet  
The percentages in lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations ........................
3a(i)
Yes
 
(ii) related organizations ........................
3a(ii)
 
No
b
If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIV the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis (investment) (b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .................   65,111,627 65,111,627
b Buildings ................   596,888,858 266,268,414 330,620,444
c Leasehold improvements ............   2,926,994 2,385,773 541,221
d Equipment ................   366,012,820 343,669,378 22,343,442
e Other .................   31,603,737 13,819,893 17,783,844
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......SchDMdBullet 436,400,578
Schedule D (Form 990) 2011

Schedule D (Form 990) 2011
Page 3
Part VII
Investments—Other Securities. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)		 (b)Book value (c) Method of valuation:
Cost or end-of-year market value
(1)Financial derivatives    
(2)Closely-held equity interests    
Other








Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet  
Part VIII
Investments—Program Related. See Form 990, Part X, line 13.
(a) Description of investment type (b) Book value (c) Method of valuation:
Cost or end-of-year market value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1) MALPRACTICE FUND 12,793,819
(2) BONDS ASSURED GUARANTY 4,660,690
(3) BOND ISSUE COSTS 1,713,838
(4) BENEFICAL INTEREST IN WRHF 934,010
(5) DEFERRED PENSION & COMP 239,920
(6) PURCHASE OPTION ASSET 1,694,014
(7) NON-PERF ASSET AIR RIGHTS 1,124,370
(8) BENEFICAL INTEREST IN PERP. TR 3,772,403
(9) DUE FROM RELATED ORGANIZATIONS 75,988,419
(10) OTHER ACCOUNTS RECEIVABLE 261,917
(11) BENEFICAL INTEREST IN PROPERTY 2,813,463
(12) INVESTMENTS - OTHER 1,127,078
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet 107,123,941
Part X
Other Liabilities. See Form 990, Part X, line 25.
1.(a) Description of Liability (b) Book value
Federal Income Taxes 0
LEASE ESCALATION LIABILITY 649,205
CAPITAL LEASE OBILIGATIONS 45,096,041
ASSET RETIREMENT OBLIGATION FI 2,218,218
INTEREST RATE SWAP 13,391,519
POST RETIREMENT BENEFITS 1,652,211
CONTINGENT LIABILITIES 4,733,692
MALPRACTICE LIABILITY 12,301,079
UNSECURED PAYABLES 67,498,785
PURCHASE OPTION LIABILITY 27,469,643
OTHER OBLIGATIONS 1,858,722
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 176,869,115
2. Fin 48 (ASC 740) Footnote. In Part XIV, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC740).
Schedule D (Form 990) 2011

Schedule D (Form 990) 2011
Page 4
Part XI Reconciliation of Change in Net Assets from Form 990 to Financial Statements
1 Total revenue (Form 990, Part VIII, column (A), line 12) .................... 1  
2 Total expenses (Form 990, Part IX, column (A), line 25) ..................... 2  
3 Excess or (deficit) for the year. Subtract line 2 from line 1 ............. 3  
4 Net unrealized gains (losses) on investments .......................... 4  
5 Donated services and use of facilities ............................. 5  
6 Investment expenses ................................... 6  
7 Prior period adjustments .................................. 7  
8 Other (Describe in Part XIV.) ................................. 8  
9 Total adjustments (net). Add lines 4 through 8 ......................... 9  
10 Excess or (deficit) for the year per financial statements. Combine lines 3 and 9 ......... 10  
Part XII Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
1 Total revenue, gains, and other support per audited financial statements ....... 1  
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains on investments .......... 2a  
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIV.) ............ 2d  
e Add lines 2a through 2d ..................... 2e  
3 Subtract line 2e from line 1..................... 3  
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIV.) ........... 4b  
c Add lines 4a and 4b....................... 4c  
5 Total Revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5  
Part XIII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
1 Total expenses and losses per audited financial statements ............. 1  
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities .......... 2a  
b Prior year adjustments .............. 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIV.) ............ 2d  
e Add lines 2a through 2d...................... 2e  
3 Subtract line 2e from line 1..................... 3  
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIV.) ............ 4b  
c Add lines 4a and 4b....................... 4c  
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5  
Part XIV
Supplemental Information
Complete this part to provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X; Part XI, line 8; Part XII, lines 2d and 4b; and Part XIII, lines 2d and 4b. Also complete this part to provide any additional information.
Identifier Return Reference Explanation
Part IV, Line 2b   Custodial funds held by Summa Akron City & St. Thomas Hospitals Foundation on behalf of Cuyahoga Falls General Hospital Foundation.
Part V, Line 4   Endowment funds provide income to be used to fulfill the tax-exempt purposes of Summa Akron City & St. Thomas Hospitals Foundation.
Part X, Line 2, FIN 48 Footnote:   The System and most of its subsidiaries are not-for-profit corporations as described in Section 501(c)(3) of the Internal Revenue Code (Code) and are exempt from federal income taxes pursuant to Section 501(a) of the Code. The System also has certain subsidiaries that are taxable for federal income tax purposes. Summa Insurance Company, Inc. ("SIC"), together with affiliates of SHS Corporation ("SHSC"), file a consolidated federal income tax return in accordance with a tax sharing agreement dated January 1, 2010. The entities utilize a consolidated approach to the allocation of federal income taxes, whereas SHSC's tax sharing agreement with its subsidiaries allows it to make certain code elections in its consolidated federal income tax return. In the event such code elections are made, any benefit or liability is the responsibility of SHSC and is accrued and paid by the subsidiaries. SIC is not subject to state income taxes as it is licensed as a health insurance company under Chapter 1751 of the Ohio Revised Code. Deferred tax assets and liabilities are recognized for the future tax consequences attributable to differences between the financial statement carrying amounts of existing assets and liabilities and the respective tax basis and operating loss and tax credit carryforwards. Deferred tax assets and liabilities are measured using enacted tax rates expected to apply to taxable income in the years in which those temporary differences are expected to be recovered or settled. The effect of deferred tax assets and liabilities of a change in tax rates is recognized in income in the period that includes the enactment date.
Schedule D (Form 990) 2011

Additional Data


Software ID:  
Software Version:  




SCHEDULE F(Form 990)
Department of the Treasury
Internal Revenue Service
Statement of Activities Outside the United States
Right pointing arrow large image Complete if the organization answered "Yes" to Form 990,Part IV, line 14b, 15, or 16.Right pointing arrow large image Attach to Form 990. Right pointing arrow large image See separate instructions.
OMB No. 1545-0047
2011
Open to Public Inspection
Name of the organization
Summa Health System Group Return
 
Employer identification number

90-0640432
Part I
General Information on Activities Outside the United States. Complete if the organization answered
“Yes” to Form 990, Part IV, line 14b.
1
For grantmakers. Does the organization maintain records to substantiate the amount of its grants
and other assistance, the grantees' eligibility for the grants or assistance, and the selection criteria used
to award the grants or assistance? ..............................
2
For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other
assistance outside the United States.
3
Activites per Region. (Use Part V if additional space is needed.)
(a) Region (b) Number of offices in the region (c) Number of employees or agents in region or independent contractors (d) Activities conducted in region (by type) (e.g., fundraising, program services, investments, grants to recipients located in the region) (e) If activity listed in (d) is a program service, describe specific type of
service(s) in region		 (f) Total
expenditures for region/investments
in region
South Asia 0 0 Investments   63,297
Central America and the Caribbean 0 0 Program Services Self insurance 4,702,729
           
           
           
           
           
           
           
           
           
           
           
           
           
           
           
3a Sub-total ..... 0 0 4,766,026
b Total from continuation sheets to Part I ...      
c Totals (add lines 3a and 3b) 0 0 4,766,026
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2011
Schedule F (Form 990) 2011
Page 2
Part II
Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" to Form 990,
Part IV, line 15, for any recipient who received more than $5,000. Check this box if no one recipient received more than $5,000 ........ MediumBullet
Use Part V if additional space is needed.
1 (a) Name of organization (b) IRS code section
and EIN (if applicable)		 (c) Region (d) Purpose of
grant 		(e) Amount of
cash grant 		(f) Manner of
cash
disbursement 		(g) Amount of
of non-cash
assistance 		(h) Description
of non-cash
assistance 		(i) Method of
valuation
(book, FMV,
appraisal, other)
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
2
Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter .....MediumBullet
 
3
Enter total number of other organizations or entities ........................MediumBullet
 
Schedule F (Form 990) 2011
Schedule F (Form 990) 2011Page 3
Part III
Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 16.
Use Part V if additional space is needed.
(a) Type of grant or assistance (b) Region (c) Number of recipients (d) Amount of
cash grant 		(e) Manner of cash
disbursement 		(f) Amount of
non-cash
assistance 		(g) Description
of non-cash
assistance 		(h) Method of
valuation
(book, FMV,
appraisal, other)
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
Schedule F (Form 990) 2011
Schedule F (Form 990) 2011
Page 4
Part IV
Foreign Forms
1 Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 926 (see instructions for Form 926).................
2 Did the organization have an interest in a foreign trust during the tax year? If " Yes," the organization may be required to file Form 3520 and/or Form 3520-A. (see instructions for Forms 3520 and 3520-A)..........
3 Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with respect to Certain Foreign Corporations. (see instructions for Form 5471)..............................
4 Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If "Yes," the organization may be required to file Form 8621, Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see instructions for Form 8621)
5 Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with respect to Certain Foreign Partnerships. (see instructions for Form 8865)....................................
6 Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to file Form 5713, International Boycott Report (see instructions for Form 5713)................................................
Schedule F (Form 990) 2011
Schedule F (Form 990) 2011
Page 5
Part V
Supplemental Information
Complete this part to provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information (see instructions).
Identifier ReturnReference Explanation
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
Schedule F (Form 990) 2011
Additional Data


Software ID:  
Software Version:  



SCHEDULE G (Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Supplemental Information Regarding
Fundraising or Gaming Activities
Complete if the organization answered "Yes" to Form 990, Part IV, lines 17, 18, or 19,or if the organization entered more than $15,000 on Form 990-EZ, line 6a.right arrowAttach to Form 990 or Form 990-EZ. right arrowSee separate instructions.
OMB No. 1545-0047
2011
Open to Public Inspection
Name of the organization
Summa Health System Group Return
 
Employer identification number

90-0640432
Part I
Fundraising Activities. Complete if the organization answered "Yes" to Form 990, Part IV, line 17.
1
Indicate whether the organization raised funds through any of the following activities. Check all that apply.
a e
b f
c g
d
2a
Did the organization have a written or oral agreement with any individual (including officers, directors, trustees
or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services?
b
If “Yes,” list the ten highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is
to be compensated at least $5,000 by the organization. Form 990-EZ filers are not required to complete this table.
(i) Name and address of individual
or entity (fundraiser) 		(ii) Activity (iii) Did fundraiser have custody or control of contributions? (iv) Gross receipts
from activity 		(v) Amount paid to
(or retained by)
fundraiser listed in
col. (i) 		(vi) Amount paid to
(or retained by)
organization
Yes No
Total .................right arrow      
3
List all states in which the organization is registered or licensed to solicit funds or has been notified it is exempt from registration or licensing.
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50083H
Schedule G (Form 990 or 990-EZ) 2011
Schedule G (Form 990 or 990-EZ) 2011
Page 2
Part II
Fundraising Events. Complete if the organization answered "Yes" to Form 990, Part IV, line 18, or reported more than $15,000 on Form 990-EZ, line 6a. List events with gross receipts greater than $5,000.
(a) Event #1

Golf Outing
(event type) 		(b) Event #2

Men Who Cook
(event type) 		(c) Other Events

0
(total number) 		(d) Total Events
(Add col. (a) through col. (c))
VerticalRevenue 1 Gross receipts . . . 236,200 82,331 0 318,531
2 Less: Charitable
contributions . . . 		175,772 70,159 0 245,931
3 Gross income (line 1
minus line 2) . . . 		60,428 12,172 0 72,600
VerticalDirectExpenses 4 Cash prizes . . . 0 0 0 0
5 Non-cash prizes . . 505 4,093 0 4,598
6 Rent/facility costs . . 0 6,138 0 6,138
7 Food and beverages . . 43,533 13,444 0 56,977
8 Entertainment . . . 23,182 0 0 23,182
9 Other direct expenses . 19,251 13,196 0 32,447
10 Direct expense summary. Add lines 4 through 9 in column (d) ........... right arrow 123,342
11 Net income summary. Combine lines 3 and 10 in column (d)............ right arrow -50,742
Part III
Gaming. Complete if the organization answered "Yes" to Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a.
VerticalRevenue (a) Bingo (b) Pull tabs/Instant
bingo/progressive bingo 		(c) Other gaming (d) Total gaming (Add col. (a) through col. (c))
1 Gross revenue . . . .        
VerticalDirectExpenses 2 Cash prizes . . . .        
3 Non-cash prizes . . .        
4 Rent/facility costs . . .        
5 Other direct expenses . .        
6 Volunteer labor . . .
 
 
 
7 Direct expense summary. Add lines 2 through 5 in column (d) ........... right arrow  
8 Net gaming income summary. Combine lines 1 and 7 in column (d) .......... right arrow  
9
Enter the state(s) in which the organization operates gaming activities:
a
Is the organization licensed to operate gaming activities in each of these states? ............
b
If "No," Explain:
 
10a
Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? .....
b
If "Yes," Explain:
 
11
Does the organization operate gaming activities with nonmembers? .................
12
Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity
formed to administer charitable gaming? ..........................
Schedule G (Form 990 or 990-EZ) 2011
Schedule G (Form 990 or 990-EZ) 2011
Page 3
13
Indicate the percentage of gaming activity operated in:
a
The organization's facility ......................
13a
 
b
An outside facility ........................
13b
 
14
Provide the name and address of the person who prepares the organization's gaming/special events books and records:
Name right arrow
Address right arrow
15a
Does the organization have a contract with a third party from whom the organization receives gaming
revenue? ......................................
b
If "Yes," enter the amount of gaming revenue received by the organization right arrow $   and the
amount of gaming revenue retained by the third party right arrow $   .
c
If "Yes," enter name and address:
Name right arrow
Address right arrow
 
 
16
Gaming manager information:
Name right arrow
Gaming manager compensation right arrow $  
Description of services provided right arrow
 
17
Mandatory distributions:
a
Is the organization required under state law to make charitable distributions from the gaming proceeds to
retain the state gaming license? ............................
b
Enter the amount of distributions required under state law distributed to other exempt organizations or spent
in the organization's own exempt activities during the tax year right arrow$  
Part IV
Complete this part to provide additional information for responses to quuestion on Schedule G (see instructions.)
Identifier ReturnReference Explanation
Schedule G (Form 990 or 990-EZ) 2011
Additional Data


Software ID:  
Software Version:  
SCHEDULE H (Form 990)
Department of the Treasury
Internal Revenue Service
Hospitals
MediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, question 20.
MediumBullet Attach to Form 990. MediumBullet See separate instructions.
OMB No. 1545-0047
2011
Open to Public Inspection
Name of the organization
Summa Health System Group Return
 
Employer identification number

90-0640432
Part I
Charity Care and Certain Other Community Benefits at Cost
Yes
No
1a
Did the organization have a financial assistance policy during the tax year? If "No," skip to question 6a....
1a
Yes
 
b
If "Yes," was it a written policy? .......................
1b
Yes
 
2
If the organization had multiple hospital facilities, indicate which of the following best describes application of the financial assistance policy to its various hospital facilities during the tax year.
3
Answer the following based on the financial assistance eligibility criteria that applied to the largest number of the organization's patients during the tax year.
a
Did the organization use Federal Poverty Guidelines (FPG) to determine eligibility for providing free care?
If "Yes," indicate which of the following was the FPG family income limit for eligibility for free care:
3a
Yes
 
b
Did the organization use FPG to determine eligibility for providing discounted care? If "Yes," indicate which of the
following was the family income limit for eligibility for discounted care: ............
3b
Yes
 
c
If the organization did not use FPG to determine eligibility, describe in Part VI the income based criteria for determining eligibility for free or discounted care. Include in the description whether the organization used an asset test or other threshold, regardless of income, to determine eligibility for free or discounted care.
4
Did the organization's financial assistance policy that applied to the largest number of its patients during the tax year provide for free or discounted care to the "medically indigent"? ..............

4

Yes

 
5a
Did the organization budget amounts for free or discounted care provided under its financial assistance policy during the tax year? ............................

5a

Yes

 
b
If "Yes," did the organization's financial assistance expenses exceed the budgeted amount?......
5b
Yes
 
c
If "Yes" to line 5b, as a result of budget considerations, was the organization unable to provide free or discountedcare to a patient who was eligibile for free or discounted care?...............
5c
 
No
6a
Did the organization prepare a community benefit report during the tax year?...........
6a
Yes
 
b
If "Yes," did the organization make it available to the public? ...............
6b
Yes
 
Complete the following table using the worksheets provided in the Schedule H instructions. Do not submit these worksheets with the Schedule H.
7
Financial Assistance and Certain Other Community Benefits at Cost
Financial Assistance
and Means-Tested Government Programs		 (a) Number of activities or programs (optional) (b) Persons served (optional) (c) Total community benefit expense (d) Direct offsetting revenue (e) Net community benefit expense (f) Percent of total expense
a Financial Assistance at cost
(from Worksheet 1) .. 		    16,590,777 4,903,628 11,687,149 1.100 %
b Medicaid (from Worksheet 3, column a) .....     148,466,581 120,897,216 27,569,365 2.590 %
c Costs of other means-tested government programs (from Worksheet 3, column b) .     0 0 0  
dTotal Financial Assistance and
Means-Tested Government Programs ..... 		    165,057,358 125,800,844 39,256,514 3.690 %
Other Benefits
e Community health improvement
services and community
benefit operations (from
(Worksheet 4) .... 		    1,102,455 0 1,102,455 0.100 %
f Health professions education
(from Worksheet 5) .. 		    30,346,009 11,510,458 18,835,551 1.770 %
g Subsidized health services
(from Worksheet 6) .. 		    24,984,044 0 24,984,044 2.340 %
h Research (from Worksheet 7)     6,421,433 1,304,589 5,116,844 0.480 %
i Cash and in-kind contributions for community benefit (from Worksheet 8) ....     1,946,473 151,028 1,795,445 0.170 %
jTotal Other Benefits ...     64,800,414 12,966,075 51,834,339 4.860 %
kTotal. Add lines 7d and 7j. ..     229,857,772 138,766,919 91,090,853 8.550 %
For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 50192T Schedule H (Form 990) 2011
Schedule H (Form 990) 2011
Page
Part II
Community Building Activities Complete this table if the organization conducted any community building activities during the tax year, and describe in Part VI how its community building activities promoted the health of the communities it serves.
(a) Number of activities or programs (optional) (b) Persons served (optional) (c) Total community building expense (d) Direct offsetting
revenue 		(e) Net community building expense (f) Percent of total expense
1 Physical improvements and housing     21,062   21,062  
2 Economic development     10,486   10,486  
3 Community support     15,369   15,369  
4 Environmental improvements     4,200   4,200  
5 Leadership development and training for community members     262   262  
6 Coalition building     1,278   1,278  
7 Community health improvement advocacy     118,733   118,733 0.010 %
8 Workforce development     87,601   87,601 0.010 %
9 Other            
10 Total     258,991   258,991 0.020 %
Part III
Bad Debt, Medicare, & Collection Practices
Section A. Bad Debt Expense
Yes
No
1
Did the organization report bad debt expense in accordance with Heathcare Financial Management Association Statement No. 15? ..........................
1
Yes
 
2
Enter the amount of the organization's bad debt expense........
2
22,185,613
3
Enter the estimated amount of the organization's bad debt expense attributable to patients eligible under the organization's financial assistance policy .....
3
0
4
Provide in Part VI the text of the footnote to the organization's financial statements that describes bad debt expense. In addition, describe the costing methodology used in determining the amounts reported on lines 2 and 3, and rationale for including a portion of bad debt amounts as community benefit.
Section B. Medicare
5
Enter total revenue received from Medicare (including DSH and IME).....
5
362,933,784
6
Enter Medicare allowable costs of care relating to payments on line 5.....
6
379,535,818
7
Subtract line 6 from line 5. This is the surplus or (shortfall)........
7
-16,602,034
8
Describe in Part VI the extent to which any shortfall reported in line 7 should be treated as community benefit.Also describe in Part VI the costing methodology or source used to determine the amount reported on line 6.Check the box that describes the method used:
Section C. Collection Practices
9a
Did the organization have a written debt collection policy during the tax year? ..........
9a
Yes
 
b
If "Yes," did the organization’s collection policy that applied to the largest number of its patients during the tax year contain provisions on the collection practices to be followed for patients who are known to qualify for financial assistance? Describe in Part VI.......................

9b

Yes

 
Part IV
Management Companies and Joint Ventures
(see instructions)
(a) Name of entity (b) Description of primary
activity of entity 		(c) Organization's
profit % or stock
ownership % 		(d) Officers, directors,
trustees, or key
employees' profit %
or stock ownership% 		(e) Physicians'
profit % or stock
ownership %
1Crystal Clinic Ortho
  		Orthopaedic Service 49.650 %   50.350 %
2Summa Western Reserv
  		General Hospital 40.000 %   60.000 %
3Ohio Sleep Disorders
  		Sleep Medicine 66.670 %   33.330 %
4Aris Teleradiology
  		Radiology Service 65.000 %   35.000 %
5Digestive Health Ctr
  		Digestive Disease 5.000 %   44.000 %
6Medina-Summit ASC
  		Ambulatory Surgery Center 20.000 %   70.000 %
7
8
9
10
11
12
13
Schedule H (Form 990) 2011
Schedule H (Form 990) 2011
Page
Part VFacility Information
Section A. Hospital Facilities
(list in order of size from largest to smallest)
How many hospital facilities did the organization operate during the tax year?6
Name and address 		Licensed Hospital General-Medical-Surgical Children's Hospital Teaching Hospital Critical Hospital Research Facility ER-24Hours ER-Other Other (Describe)
1 Summa Akron City Hospital
525 East Market Street
Akron,OH44304 		X X   X   X X    
2 Summa St Thomas Hospital
444 North Main Street
Akron,OH44310 		X X   X   X X    
3 Summa Barberton Hospital
155 Fifth Street NE
Barberton,OH44203 		X X   X     X    
4 The Wadsworth-Rittman Area Hospital Assn
195 Wadsworth Road
Wadsworth,OH44281 		X X         X    
5 Crystal Clinic Orthopaedic Center LLC
3925 Embassy Parkway 250
Akron,OH44333 		X X   X          
6 Summa Western Reserve Hospital LLC
1900 23rd Street
Cuyahoga Falls,OH44223 		X X   X     X    
Schedule H (Form 990) 2011
Schedule H (Form 990) 2011
Page
Part VFacility Information (continued)

Section B. Facility Policies and Practices.

(Complete a separate Section B for each of the hospital facilities listed in Part V, Section A)
Summa Akron City Hospital
Name of Hospital Facility:  
Line Number of Hospital Facility (from Schedule H, Part V, Section A):1

Yes No
Community Health Needs Assessment (Lines 1 through 7 are optional for 2011)
1 During the tax year or any prior tax year, did the hospital facility conduct a community health needs assessment (“Needs Assessment”)? If “No,” skip to question 8. ..................... 1    
If “Yes,” indicate what the Needs Assessment describes (check all that apply):
a A definition of the community served by the hospital facility
b Demographics of the community
c Existing health care facilities and resources within the community that are available to respond to the health needs of the community
d How data was obtained
e The health needs of the community
f Primary and chronic disease needs and other health issues of uninsured persons, low-income persons, and minority groups
g The process for identifying and prioritizing community health needs and services to meet the community health needs
h The process for consulting with persons representing the community’s interests
i Information gaps that limit the hospital facility’s ability to assess the community’s health needs
j Other (describe in Part VI)
2 Indicate the tax year the hospital facility last conducted a Needs Assessment: 20  
3 In conducting its most recent Needs Assessment, did the hospital facility take into account input from persons who represent the community served by the hospital facility? If “Yes,” describe in Part VI how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted. 3    
4 Was the hospital facility’s Needs Assessment conducted with one or more other hospital facilities? If “Yes,” list the other hospital facilities in Part VI............................ 4    
5 Did the hospital facility make its Needs Assessment widely available to the public? ........... 5    
If “Yes,” indicate how the Needs Assessment was made widely available (check all that apply):
a Hospital facility’s website
b Available upon request from the hospital facility
c Other (describe in Part VI)
6 If the hospital facility addressed needs identified in its most recently conducted Needs Assessment, indicate how (check all that apply):
a Adoption of an implementation strategy to address the health needs of the hospital facility’s community
b Execution of the implementation strategy
c Participation in the development of a community-wide community benefit plan
d Participation in the execution of a community-wide community benefit plan
e Inclusion of a community benefit section in operational plans
f Adoption of a budget for provision of services that address the needs identified in the Needs Assessment
g Prioritization of health needs in the community
h Prioritization of services that the hospital facility will undertake to meet health needs in its community
i Other (describe in Part VI)
7 Did the hospital facility address all of the needs identified in its most recently conducted Needs Assessment? If “No,” explain in Part VI which needs it has not addressed and the reasons why it has not addressed such needs. .... 7    
Financial Assistance Policy
Did the hospital facility have in place during the tax year a written financial assistance policy that:
8 Explained eligibility criteria for financial assistance, and whether such assistance includes free or discounted care? 8 Yes  
9 Used federal poverty guidelines (FPG) to determine eligibility for providing free care?........... 9 Yes  
If "Yes," indicate the FPG family income limit for eligibility for free care: 200.%
If "No," explain in Part VI the criteria the hospital facility used.
Schedule H (Form 990) 2011
Schedule H (Form 990) 2011
Page
Part VFacility Information (continued)

Yes No
10 Used FPG to determine eligibility for providing discounted care?................. 10 Yes  
If “Yes,” indicate the FPG family income limit for eligibility for discounted care: 400.%
If "No," explain in Part VI the criteria the hospital facility used.
11 Explained the basis for calculating amounts charged to patients?................. 11 Yes  
If “Yes,” indicate the factors used in determining such amounts (check all that apply):
a Income level
b Asset level
c Medical indigency
d Insurance status
e Uninsured discount
f Medicaid/Medicare
g State regulation
h Other (describe in Part VI)
12 Explained the method for applying for financial assistance?................... 12   No
13 Included measures to publicize the policy within the community served by the hospital facility?....... 13 Yes  
If “Yes,” indicate how the hospital facility publicized the policy (check all that apply):
a The policy was posted on the hospital facility’s web site
b The policy was attached to all billing invoices
c The policy was posted in the hospital facility’s emergency rooms or waiting rooms
d The policy was posted in the hospital facility’s admissions offices
e The policy was provided, in writing, to patients upon admission to the hospital facility
f The policy was available upon request
g Other (describe in Part VI)
Billing and Collections
14 Did the hospital facility have in place during the tax year a separate billing and collections policy, or a written financial assistance policy (FAP) that explained actions the hospital facility may take upon non-payment?....... 14 Yes  
15 Check all of the following collection actions against an individual that were permitted under the hospital facility's policies during the tax year before making reasonable efforts to determine the patient’s eligibility under the facility’s FAP:
a Reporting to credit agency
b Lawsuits
c Liens on residences
d Body attachments
e Other similar actions (describe in Part VI)
16 Did the hospital facility or an authorized third party perform any of the following actions during the tax year before making reasonable efforts to determine the patient’s eligibility under the facility’s FAP?.......... 16   No
If “Yes,” check all actions in which the hospital facility or a third party engaged:
a Reporting to credit agency
b Lawsuits
c Liens on residences
d Body attachments
e Other similar actions (describe in Part VI)
17 Indicate which efforts the hospital facility made before initiating any of the actions checked in line 16 (check all that apply):
a Notified patients of the financial assistance policy upon admission
b Notified patients of the financial assistance policy prior to discharge
c Notified patients of the financial assistance policy in communications with the patients regarding the patients’ bills
d Documented its determination of whether patients were eligible for financial assistance under the hospital facility’s financial assistance policy
e Other (describe in Part VI)
Schedule H (Form 990) 2011
Schedule H (Form 990) 2011
Page
Part VFacility Information (continued)

Policy Relating to Emergency Medical Care
Yes No
18 Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that requires the hospital facility to provide, without discrimination, care for emergency medical conditions to individuals regardless of their eligibility under the hospital facility’s financial assistance policy?.......... 18 Yes  
If “No,” indicate why:
a The hospital facility did not provide care for any emergency medical conditions
b The hospital facility’s policy was not in writing
c The hospital facility limited who was eligible to receive care for emergency medical conditions (describe in Part VI)
d Other (describe in Part VI)
Individuals Eligible for Financial Assistance
19 Indicate how the hospital facility determined, during the tax year, the maximum amounts that can be charged to FAP-eligible individuals for emergency or other medically necessary care.
a The hospital facility used its lowest negotiated commercial insurance rate when calculating the maximum amounts that can be charged
b The hospital facility used the average of it's three lowest negotiated commercial insurance rates when calculating the maximum amounts that can be charged
c The hospital facility used the Medicare rates when calculating the maximum amounts that can be charged
d Other (describe in Part VI)
20 Did the hospital facility charge any of its patients who were eligible for assistance under the hospital facility’s financial assistance policy, and to whom the hospital facility provided emergency or other medically necessary services, more than the amounts generally billed to individuals who had insurance covering such care?......... 20   No
If “Yes,” explain in Part VI.
21 Did the hospital facility charge any of its FAP-eligible patients an amount equal to the gross charge for any services provided to that patient?............................... 21   No
If “Yes,” explain in Part VI.
Schedule H (Form 990) 2011
Schedule H (Form 990) 2011
Page
Part VFacility Information (continued)

Section B. Facility Policies and Practices.

(Complete a separate Section B for each of the hospital facilities listed in Part V, Section A)
Summa St Thomas Hospital
Name of Hospital Facility:  
Line Number of Hospital Facility (from Schedule H, Part V, Section A):2

Yes No
Community Health Needs Assessment (Lines 1 through 7 are optional for 2011)
1 During the tax year or any prior tax year, did the hospital facility conduct a community health needs assessment (“Needs Assessment”)? If “No,” skip to question 8. ..................... 1    
If “Yes,” indicate what the Needs Assessment describes (check all that apply):
a A definition of the community served by the hospital facility
b Demographics of the community
c Existing health care facilities and resources within the community that are available to respond to the health needs of the community
d How data was obtained
e The health needs of the community
f Primary and chronic disease needs and other health issues of uninsured persons, low-income persons, and minority groups
g The process for identifying and prioritizing community health needs and services to meet the community health needs
h The process for consulting with persons representing the community’s interests
i Information gaps that limit the hospital facility’s ability to assess the community’s health needs
j Other (describe in Part VI)
2 Indicate the tax year the hospital facility last conducted a Needs Assessment: 20  
3 In conducting its most recent Needs Assessment, did the hospital facility take into account input from persons who represent the community served by the hospital facility? If “Yes,” describe in Part VI how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted. 3    
4 Was the hospital facility’s Needs Assessment conducted with one or more other hospital facilities? If “Yes,” list the other hospital facilities in Part VI............................ 4    
5 Did the hospital facility make its Needs Assessment widely available to the public? ........... 5    
If “Yes,” indicate how the Needs Assessment was made widely available (check all that apply):
a Hospital facility’s website
b Available upon request from the hospital facility
c Other (describe in Part VI)
6 If the hospital facility addressed needs identified in its most recently conducted Needs Assessment, indicate how (check all that apply):
a Adoption of an implementation strategy to address the health needs of the hospital facility’s community
b Execution of the implementation strategy
c Participation in the development of a community-wide community benefit plan
d Participation in the execution of a community-wide community benefit plan
e Inclusion of a community benefit section in operational plans
f Adoption of a budget for provision of services that address the needs identified in the Needs Assessment
g Prioritization of health needs in the community
h Prioritization of services that the hospital facility will undertake to meet health needs in its community
i Other (describe in Part VI)
7 Did the hospital facility address all of the needs identified in its most recently conducted Needs Assessment? If “No,” explain in Part VI which needs it has not addressed and the reasons why it has not addressed such needs. .... 7    
Financial Assistance Policy
Did the hospital facility have in place during the tax year a written financial assistance policy that:
8 Explained eligibility criteria for financial assistance, and whether such assistance includes free or discounted care? 8 Yes  
9 Used federal poverty guidelines (FPG) to determine eligibility for providing free care?........... 9 Yes  
If "Yes," indicate the FPG family income limit for eligibility for free care: 200.%
If "No," explain in Part VI the criteria the hospital facility used.
Schedule H (Form 990) 2011
Schedule H (Form 990) 2011
Page
Part VFacility Information (continued)

Yes No
10 Used FPG to determine eligibility for providing discounted care?................. 10 Yes  
If “Yes,” indicate the FPG family income limit for eligibility for discounted care: 400.%
If "No," explain in Part VI the criteria the hospital facility used.
11 Explained the basis for calculating amounts charged to patients?................. 11 Yes  
If “Yes,” indicate the factors used in determining such amounts (check all that apply):
a Income level
b Asset level
c Medical indigency
d Insurance status
e Uninsured discount
f Medicaid/Medicare
g State regulation
h Other (describe in Part VI)
12 Explained the method for applying for financial assistance?................... 12   No
13 Included measures to publicize the policy within the community served by the hospital facility?....... 13 Yes  
If “Yes,” indicate how the hospital facility publicized the policy (check all that apply):
a The policy was posted on the hospital facility’s web site
b The policy was attached to all billing invoices
c The policy was posted in the hospital facility’s emergency rooms or waiting rooms
d The policy was posted in the hospital facility’s admissions offices
e The policy was provided, in writing, to patients upon admission to the hospital facility
f The policy was available upon request
g Other (describe in Part VI)
Billing and Collections
14 Did the hospital facility have in place during the tax year a separate billing and collections policy, or a written financial assistance policy (FAP) that explained actions the hospital facility may take upon non-payment?....... 14 Yes  
15 Check all of the following collection actions against an individual that were permitted under the hospital facility's policies during the tax year before making reasonable efforts to determine the patient’s eligibility under the facility’s FAP:
a Reporting to credit agency
b Lawsuits
c Liens on residences
d Body attachments
e Other similar actions (describe in Part VI)
16 Did the hospital facility or an authorized third party perform any of the following actions during the tax year before making reasonable efforts to determine the patient’s eligibility under the facility’s FAP?.......... 16   No
If “Yes,” check all actions in which the hospital facility or a third party engaged:
a Reporting to credit agency
b Lawsuits
c Liens on residences
d Body attachments
e Other similar actions (describe in Part VI)
17 Indicate which efforts the hospital facility made before initiating any of the actions checked in line 16 (check all that apply):
a Notified patients of the financial assistance policy upon admission
b Notified patients of the financial assistance policy prior to discharge
c Notified patients of the financial assistance policy in communications with the patients regarding the patients’ bills
d Documented its determination of whether patients were eligible for financial assistance under the hospital facility’s financial assistance policy
e Other (describe in Part VI)
Schedule H (Form 990) 2011
Schedule H (Form 990) 2011
Page
Part VFacility Information (continued)

Policy Relating to Emergency Medical Care
Yes No
18 Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that requires the hospital facility to provide, without discrimination, care for emergency medical conditions to individuals regardless of their eligibility under the hospital facility’s financial assistance policy?.......... 18 Yes  
If “No,” indicate why:
a The hospital facility did not provide care for any emergency medical conditions
b The hospital facility’s policy was not in writing
c The hospital facility limited who was eligible to receive care for emergency medical conditions (describe in Part VI)
d Other (describe in Part VI)
Individuals Eligible for Financial Assistance
19 Indicate how the hospital facility determined, during the tax year, the maximum amounts that can be charged to FAP-eligible individuals for emergency or other medically necessary care.
a The hospital facility used its lowest negotiated commercial insurance rate when calculating the maximum amounts that can be charged
b The hospital facility used the average of it's three lowest negotiated commercial insurance rates when calculating the maximum amounts that can be charged
c The hospital facility used the Medicare rates when calculating the maximum amounts that can be charged
d Other (describe in Part VI)
20 Did the hospital facility charge any of its patients who were eligible for assistance under the hospital facility’s financial assistance policy, and to whom the hospital facility provided emergency or other medically necessary services, more than the amounts generally billed to individuals who had insurance covering such care?......... 20   No
If “Yes,” explain in Part VI.
21 Did the hospital facility charge any of its FAP-eligible patients an amount equal to the gross charge for any services provided to that patient?............................... 21   No
If “Yes,” explain in Part VI.
Schedule H (Form 990) 2011
Schedule H (Form 990) 2011
Page
Part VFacility Information (continued)

Section B. Facility Policies and Practices.

(Complete a separate Section B for each of the hospital facilities listed in Part V, Section A)
Summa Barberton Hospital
Name of Hospital Facility:  
Line Number of Hospital Facility (from Schedule H, Part V, Section A):3

Yes No
Community Health Needs Assessment (Lines 1 through 7 are optional for 2011)
1 During the tax year or any prior tax year, did the hospital facility conduct a community health needs assessment (“Needs Assessment”)? If “No,” skip to question 8. ..................... 1    
If “Yes,” indicate what the Needs Assessment describes (check all that apply):
a A definition of the community served by the hospital facility
b Demographics of the community
c Existing health care facilities and resources within the community that are available to respond to the health needs of the community
d How data was obtained
e The health needs of the community
f Primary and chronic disease needs and other health issues of uninsured persons, low-income persons, and minority groups
g The process for identifying and prioritizing community health needs and services to meet the community health needs
h The process for consulting with persons representing the community’s interests
i Information gaps that limit the hospital facility’s ability to assess the community’s health needs
j Other (describe in Part VI)
2 Indicate the tax year the hospital facility last conducted a Needs Assessment: 20  
3 In conducting its most recent Needs Assessment, did the hospital facility take into account input from persons who represent the community served by the hospital facility? If “Yes,” describe in Part VI how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted. 3    
4 Was the hospital facility’s Needs Assessment conducted with one or more other hospital facilities? If “Yes,” list the other hospital facilities in Part VI............................ 4    
5 Did the hospital facility make its Needs Assessment widely available to the public? ........... 5    
If “Yes,” indicate how the Needs Assessment was made widely available (check all that apply):
a Hospital facility’s website
b Available upon request from the hospital facility
c Other (describe in Part VI)
6 If the hospital facility addressed needs identified in its most recently conducted Needs Assessment, indicate how (check all that apply):
a Adoption of an implementation strategy to address the health needs of the hospital facility’s community
b Execution of the implementation strategy
c Participation in the development of a community-wide community benefit plan
d Participation in the execution of a community-wide community benefit plan
e Inclusion of a community benefit section in operational plans
f Adoption of a budget for provision of services that address the needs identified in the Needs Assessment
g Prioritization of health needs in the community
h Prioritization of services that the hospital facility will undertake to meet health needs in its community
i Other (describe in Part VI)
7 Did the hospital facility address all of the needs identified in its most recently conducted Needs Assessment? If “No,” explain in Part VI which needs it has not addressed and the reasons why it has not addressed such needs. .... 7    
Financial Assistance Policy
Did the hospital facility have in place during the tax year a written financial assistance policy that:
8 Explained eligibility criteria for financial assistance, and whether such assistance includes free or discounted care? 8 Yes  
9 Used federal poverty guidelines (FPG) to determine eligibility for providing free care?........... 9 Yes  
If "Yes," indicate the FPG family income limit for eligibility for free care: 200.%
If "No," explain in Part VI the criteria the hospital facility used.
Schedule H (Form 990) 2011
Schedule H (Form 990) 2011
Page
Part VFacility Information (continued)

Yes No
10 Used FPG to determine eligibility for providing discounted care?................. 10 Yes  
If “Yes,” indicate the FPG family income limit for eligibility for discounted care: 400.%
If "No," explain in Part VI the criteria the hospital facility used.
11 Explained the basis for calculating amounts charged to patients?................. 11 Yes  
If “Yes,” indicate the factors used in determining such amounts (check all that apply):
a Income level
b Asset level
c Medical indigency
d Insurance status
e Uninsured discount
f Medicaid/Medicare
g State regulation
h Other (describe in Part VI)
12 Explained the method for applying for financial assistance?................... 12   No
13 Included measures to publicize the policy within the community served by the hospital facility?....... 13 Yes  
If “Yes,” indicate how the hospital facility publicized the policy (check all that apply):
a The policy was posted on the hospital facility’s web site
b The policy was attached to all billing invoices
c The policy was posted in the hospital facility’s emergency rooms or waiting rooms
d The policy was posted in the hospital facility’s admissions offices
e The policy was provided, in writing, to patients upon admission to the hospital facility
f The policy was available upon request
g Other (describe in Part VI)
Billing and Collections
14 Did the hospital facility have in place during the tax year a separate billing and collections policy, or a written financial assistance policy (FAP) that explained actions the hospital facility may take upon non-payment?....... 14 Yes  
15 Check all of the following collection actions against an individual that were permitted under the hospital facility's policies during the tax year before making reasonable efforts to determine the patient’s eligibility under the facility’s FAP:
a Reporting to credit agency
b Lawsuits
c Liens on residences
d Body attachments
e Other similar actions (describe in Part VI)
16 Did the hospital facility or an authorized third party perform any of the following actions during the tax year before making reasonable efforts to determine the patient’s eligibility under the facility’s FAP?.......... 16   No
If “Yes,” check all actions in which the hospital facility or a third party engaged:
a Reporting to credit agency
b Lawsuits
c Liens on residences
d Body attachments
e Other similar actions (describe in Part VI)
17 Indicate which efforts the hospital facility made before initiating any of the actions checked in line 16 (check all that apply):
a Notified patients of the financial assistance policy upon admission
b Notified patients of the financial assistance policy prior to discharge
c Notified patients of the financial assistance policy in communications with the patients regarding the patients’ bills
d Documented its determination of whether patients were eligible for financial assistance under the hospital facility’s financial assistance policy
e Other (describe in Part VI)
Schedule H (Form 990) 2011
Schedule H (Form 990) 2011
Page
Part VFacility Information (continued)

Policy Relating to Emergency Medical Care
Yes No
18 Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that requires the hospital facility to provide, without discrimination, care for emergency medical conditions to individuals regardless of their eligibility under the hospital facility’s financial assistance policy?.......... 18 Yes  
If “No,” indicate why:
a The hospital facility did not provide care for any emergency medical conditions
b The hospital facility’s policy was not in writing
c The hospital facility limited who was eligible to receive care for emergency medical conditions (describe in Part VI)
d Other (describe in Part VI)
Individuals Eligible for Financial Assistance
19 Indicate how the hospital facility determined, during the tax year, the maximum amounts that can be charged to FAP-eligible individuals for emergency or other medically necessary care.
a The hospital facility used its lowest negotiated commercial insurance rate when calculating the maximum amounts that can be charged
b The hospital facility used the average of it's three lowest negotiated commercial insurance rates when calculating the maximum amounts that can be charged
c The hospital facility used the Medicare rates when calculating the maximum amounts that can be charged
d Other (describe in Part VI)
20 Did the hospital facility charge any of its patients who were eligible for assistance under the hospital facility’s financial assistance policy, and to whom the hospital facility provided emergency or other medically necessary services, more than the amounts generally billed to individuals who had insurance covering such care?......... 20   No
If “Yes,” explain in Part VI.
21 Did the hospital facility charge any of its FAP-eligible patients an amount equal to the gross charge for any services provided to that patient?............................... 21   No
If “Yes,” explain in Part VI.
Schedule H (Form 990) 2011
Schedule H (Form 990) 2011
Page
Part VFacility Information (continued)

Section B. Facility Policies and Practices.

(Complete a separate Section B for each of the hospital facilities listed in Part V, Section A)
The Wadsworth-Rittman Area Hospital Assn
Name of Hospital Facility:  
Line Number of Hospital Facility (from Schedule H, Part V, Section A):4

Yes No
Community Health Needs Assessment (Lines 1 through 7 are optional for 2011)
1 During the tax year or any prior tax year, did the hospital facility conduct a community health needs assessment (“Needs Assessment”)? If “No,” skip to question 8. ..................... 1    
If “Yes,” indicate what the Needs Assessment describes (check all that apply):
a A definition of the community served by the hospital facility
b Demographics of the community
c Existing health care facilities and resources within the community that are available to respond to the health needs of the community
d How data was obtained
e The health needs of the community
f Primary and chronic disease needs and other health issues of uninsured persons, low-income persons, and minority groups
g The process for identifying and prioritizing community health needs and services to meet the community health needs
h The process for consulting with persons representing the community’s interests
i Information gaps that limit the hospital facility’s ability to assess the community’s health needs
j Other (describe in Part VI)
2 Indicate the tax year the hospital facility last conducted a Needs Assessment: 20  
3 In conducting its most recent Needs Assessment, did the hospital facility take into account input from persons who represent the community served by the hospital facility? If “Yes,” describe in Part VI how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted. 3    
4 Was the hospital facility’s Needs Assessment conducted with one or more other hospital facilities? If “Yes,” list the other hospital facilities in Part VI............................ 4    
5 Did the hospital facility make its Needs Assessment widely available to the public? ........... 5    
If “Yes,” indicate how the Needs Assessment was made widely available (check all that apply):
a Hospital facility’s website
b Available upon request from the hospital facility
c Other (describe in Part VI)
6 If the hospital facility addressed needs identified in its most recently conducted Needs Assessment, indicate how (check all that apply):
a Adoption of an implementation strategy to address the health needs of the hospital facility’s community
b Execution of the implementation strategy
c Participation in the development of a community-wide community benefit plan
d Participation in the execution of a community-wide community benefit plan
e Inclusion of a community benefit section in operational plans
f Adoption of a budget for provision of services that address the needs identified in the Needs Assessment
g Prioritization of health needs in the community
h Prioritization of services that the hospital facility will undertake to meet health needs in its community
i Other (describe in Part VI)
7 Did the hospital facility address all of the needs identified in its most recently conducted Needs Assessment? If “No,” explain in Part VI which needs it has not addressed and the reasons why it has not addressed such needs. .... 7    
Financial Assistance Policy
Did the hospital facility have in place during the tax year a written financial assistance policy that:
8 Explained eligibility criteria for financial assistance, and whether such assistance includes free or discounted care? 8 Yes  
9 Used federal poverty guidelines (FPG) to determine eligibility for providing free care?........... 9 Yes  
If "Yes," indicate the FPG family income limit for eligibility for free care: 200.%
If "No," explain in Part VI the criteria the hospital facility used.
Schedule H (Form 990) 2011
Schedule H (Form 990) 2011
Page
Part VFacility Information (continued)

Yes No
10 Used FPG to determine eligibility for providing discounted care?................. 10 Yes  
If “Yes,” indicate the FPG family income limit for eligibility for discounted care: 400.%
If "No," explain in Part VI the criteria the hospital facility used.
11 Explained the basis for calculating amounts charged to patients?................. 11 Yes  
If “Yes,” indicate the factors used in determining such amounts (check all that apply):
a Income level
b Asset level
c Medical indigency
d Insurance status
e Uninsured discount
f Medicaid/Medicare
g State regulation
h Other (describe in Part VI)
12 Explained the method for applying for financial assistance?................... 12   No
13 Included measures to publicize the policy within the community served by the hospital facility?....... 13 Yes  
If “Yes,” indicate how the hospital facility publicized the policy (check all that apply):
a The policy was posted on the hospital facility’s web site
b The policy was attached to all billing invoices
c The policy was posted in the hospital facility’s emergency rooms or waiting rooms
d The policy was posted in the hospital facility’s admissions offices
e The policy was provided, in writing, to patients upon admission to the hospital facility
f The policy was available upon request
g Other (describe in Part VI)
Billing and Collections
14 Did the hospital facility have in place during the tax year a separate billing and collections policy, or a written financial assistance policy (FAP) that explained actions the hospital facility may take upon non-payment?....... 14 Yes  
15 Check all of the following collection actions against an individual that were permitted under the hospital facility's policies during the tax year before making reasonable efforts to determine the patient’s eligibility under the facility’s FAP:
a Reporting to credit agency
b Lawsuits
c Liens on residences
d Body attachments
e Other similar actions (describe in Part VI)
16 Did the hospital facility or an authorized third party perform any of the following actions during the tax year before making reasonable efforts to determine the patient’s eligibility under the facility’s FAP?.......... 16   No
If “Yes,” check all actions in which the hospital facility or a third party engaged:
a Reporting to credit agency
b Lawsuits
c Liens on residences
d Body attachments
e Other similar actions (describe in Part VI)
17 Indicate which efforts the hospital facility made before initiating any of the actions checked in line 16 (check all that apply):
a Notified patients of the financial assistance policy upon admission
b Notified patients of the financial assistance policy prior to discharge
c Notified patients of the financial assistance policy in communications with the patients regarding the patients’ bills
d Documented its determination of whether patients were eligible for financial assistance under the hospital facility’s financial assistance policy
e Other (describe in Part VI)
Schedule H (Form 990) 2011
Schedule H (Form 990) 2011
Page
Part VFacility Information (continued)

Policy Relating to Emergency Medical Care
Yes No
18 Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that requires the hospital facility to provide, without discrimination, care for emergency medical conditions to individuals regardless of their eligibility under the hospital facility’s financial assistance policy?.......... 18 Yes  
If “No,” indicate why:
a The hospital facility did not provide care for any emergency medical conditions
b The hospital facility’s policy was not in writing
c The hospital facility limited who was eligible to receive care for emergency medical conditions (describe in Part VI)
d Other (describe in Part VI)
Individuals Eligible for Financial Assistance
19 Indicate how the hospital facility determined, during the tax year, the maximum amounts that can be charged to FAP-eligible individuals for emergency or other medically necessary care.
a The hospital facility used its lowest negotiated commercial insurance rate when calculating the maximum amounts that can be charged
b The hospital facility used the average of it's three lowest negotiated commercial insurance rates when calculating the maximum amounts that can be charged
c The hospital facility used the Medicare rates when calculating the maximum amounts that can be charged
d Other (describe in Part VI)
20 Did the hospital facility charge any of its patients who were eligible for assistance under the hospital facility’s financial assistance policy, and to whom the hospital facility provided emergency or other medically necessary services, more than the amounts generally billed to individuals who had insurance covering such care?......... 20   No
If “Yes,” explain in Part VI.
21 Did the hospital facility charge any of its FAP-eligible patients an amount equal to the gross charge for any services provided to that patient?............................... 21   No
If “Yes,” explain in Part VI.
Schedule H (Form 990) 2011
Schedule H (Form 990) 2011
Page
Part VFacility Information (continued)

Section B. Facility Policies and Practices.

(Complete a separate Section B for each of the hospital facilities listed in Part V, Section A)
Crystal Clinic Orthopaedic Center LLC
Name of Hospital Facility:  
Line Number of Hospital Facility (from Schedule H, Part V, Section A):5

Yes No
Community Health Needs Assessment (Lines 1 through 7 are optional for 2011)
1 During the tax year or any prior tax year, did the hospital facility conduct a community health needs assessment (“Needs Assessment”)? If “No,” skip to question 8. ..................... 1    
If “Yes,” indicate what the Needs Assessment describes (check all that apply):
a A definition of the community served by the hospital facility
b Demographics of the community
c Existing health care facilities and resources within the community that are available to respond to the health needs of the community
d How data was obtained
e The health needs of the community
f Primary and chronic disease needs and other health issues of uninsured persons, low-income persons, and minority groups
g The process for identifying and prioritizing community health needs and services to meet the community health needs
h The process for consulting with persons representing the community’s interests
i Information gaps that limit the hospital facility’s ability to assess the community’s health needs
j Other (describe in Part VI)
2 Indicate the tax year the hospital facility last conducted a Needs Assessment: 20  
3 In conducting its most recent Needs Assessment, did the hospital facility take into account input from persons who represent the community served by the hospital facility? If “Yes,” describe in Part VI how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted. 3    
4 Was the hospital facility’s Needs Assessment conducted with one or more other hospital facilities? If “Yes,” list the other hospital facilities in Part VI............................ 4    
5 Did the hospital facility make its Needs Assessment widely available to the public? ........... 5    
If “Yes,” indicate how the Needs Assessment was made widely available (check all that apply):
a Hospital facility’s website
b Available upon request from the hospital facility
c Other (describe in Part VI)
6 If the hospital facility addressed needs identified in its most recently conducted Needs Assessment, indicate how (check all that apply):
a Adoption of an implementation strategy to address the health needs of the hospital facility’s community
b Execution of the implementation strategy
c Participation in the development of a community-wide community benefit plan
d Participation in the execution of a community-wide community benefit plan
e Inclusion of a community benefit section in operational plans
f Adoption of a budget for provision of services that address the needs identified in the Needs Assessment
g Prioritization of health needs in the community
h Prioritization of services that the hospital facility will undertake to meet health needs in its community
i Other (describe in Part VI)
7 Did the hospital facility address all of the needs identified in its most recently conducted Needs Assessment? If “No,” explain in Part VI which needs it has not addressed and the reasons why it has not addressed such needs. .... 7    
Financial Assistance Policy
Did the hospital facility have in place during the tax year a written financial assistance policy that:
8 Explained eligibility criteria for financial assistance, and whether such assistance includes free or discounted care? 8 Yes  
9 Used federal poverty guidelines (FPG) to determine eligibility for providing free care?........... 9 Yes  
If "Yes," indicate the FPG family income limit for eligibility for free care: 200.%
If "No," explain in Part VI the criteria the hospital facility used.
Schedule H (Form 990) 2011
Schedule H (Form 990) 2011
Page
Part VFacility Information (continued)

Yes No
10 Used FPG to determine eligibility for providing discounted care?................. 10 Yes  
If “Yes,” indicate the FPG family income limit for eligibility for discounted care: 400.%
If "No," explain in Part VI the criteria the hospital facility used.
11 Explained the basis for calculating amounts charged to patients?................. 11 Yes  
If “Yes,” indicate the factors used in determining such amounts (check all that apply):
a Income level
b Asset level
c Medical indigency
d Insurance status
e Uninsured discount
f Medicaid/Medicare
g State regulation
h Other (describe in Part VI)
12 Explained the method for applying for financial assistance?................... 12   No
13 Included measures to publicize the policy within the community served by the hospital facility?....... 13 Yes  
If “Yes,” indicate how the hospital facility publicized the policy (check all that apply):
a The policy was posted on the hospital facility’s web site
b The policy was attached to all billing invoices
c The policy was posted in the hospital facility’s emergency rooms or waiting rooms
d The policy was posted in the hospital facility’s admissions offices
e The policy was provided, in writing, to patients upon admission to the hospital facility
f The policy was available upon request
g Other (describe in Part VI)
Billing and Collections
14 Did the hospital facility have in place during the tax year a separate billing and collections policy, or a written financial assistance policy (FAP) that explained actions the hospital facility may take upon non-payment?....... 14 Yes  
15 Check all of the following collection actions against an individual that were permitted under the hospital facility's policies during the tax year before making reasonable efforts to determine the patient’s eligibility under the facility’s FAP:
a Reporting to credit agency
b Lawsuits
c Liens on residences
d Body attachments
e Other similar actions (describe in Part VI)
16 Did the hospital facility or an authorized third party perform any of the following actions during the tax year before making reasonable efforts to determine the patient’s eligibility under the facility’s FAP?.......... 16   No
If “Yes,” check all actions in which the hospital facility or a third party engaged:
a Reporting to credit agency
b Lawsuits
c Liens on residences
d Body attachments
e Other similar actions (describe in Part VI)
17 Indicate which efforts the hospital facility made before initiating any of the actions checked in line 16 (check all that apply):
a Notified patients of the financial assistance policy upon admission
b Notified patients of the financial assistance policy prior to discharge
c Notified patients of the financial assistance policy in communications with the patients regarding the patients’ bills
d Documented its determination of whether patients were eligible for financial assistance under the hospital facility’s financial assistance policy
e Other (describe in Part VI)
Schedule H (Form 990) 2011
Schedule H (Form 990) 2011
Page
Part VFacility Information (continued)

Policy Relating to Emergency Medical Care
Yes No
18 Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that requires the hospital facility to provide, without discrimination, care for emergency medical conditions to individuals regardless of their eligibility under the hospital facility’s financial assistance policy?.......... 18   No
If “No,” indicate why:
a The hospital facility did not provide care for any emergency medical conditions
b The hospital facility’s policy was not in writing
c The hospital facility limited who was eligible to receive care for emergency medical conditions (describe in Part VI)
d Other (describe in Part VI)
Individuals Eligible for Financial Assistance
19 Indicate how the hospital facility determined, during the tax year, the maximum amounts that can be charged to FAP-eligible individuals for emergency or other medically necessary care.
a The hospital facility used its lowest negotiated commercial insurance rate when calculating the maximum amounts that can be charged
b The hospital facility used the average of it's three lowest negotiated commercial insurance rates when calculating the maximum amounts that can be charged
c The hospital facility used the Medicare rates when calculating the maximum amounts that can be charged
d Other (describe in Part VI)
20 Did the hospital facility charge any of its patients who were eligible for assistance under the hospital facility’s financial assistance policy, and to whom the hospital facility provided emergency or other medically necessary services, more than the amounts generally billed to individuals who had insurance covering such care?......... 20   No
If “Yes,” explain in Part VI.
21 Did the hospital facility charge any of its FAP-eligible patients an amount equal to the gross charge for any services provided to that patient?............................... 21   No
If “Yes,” explain in Part VI.
Schedule H (Form 990) 2011
Schedule H (Form 990) 2011
Page
Part VFacility Information (continued)

Section B. Facility Policies and Practices.

(Complete a separate Section B for each of the hospital facilities listed in Part V, Section A)
Summa Western Reserve Hospital LLC
Name of Hospital Facility:  
Line Number of Hospital Facility (from Schedule H, Part V, Section A):6

Yes No
Community Health Needs Assessment (Lines 1 through 7 are optional for 2011)
1 During the tax year or any prior tax year, did the hospital facility conduct a community health needs assessment (“Needs Assessment”)? If “No,” skip to question 8. ..................... 1    
If “Yes,” indicate what the Needs Assessment describes (check all that apply):
a A definition of the community served by the hospital facility
b Demographics of the community
c Existing health care facilities and resources within the community that are available to respond to the health needs of the community
d How data was obtained
e The health needs of the community
f Primary and chronic disease needs and other health issues of uninsured persons, low-income persons, and minority groups
g The process for identifying and prioritizing community health needs and services to meet the community health needs
h The process for consulting with persons representing the community’s interests
i Information gaps that limit the hospital facility’s ability to assess the community’s health needs
j Other (describe in Part VI)
2 Indicate the tax year the hospital facility last conducted a Needs Assessment: 20  
3 In conducting its most recent Needs Assessment, did the hospital facility take into account input from persons who represent the community served by the hospital facility? If “Yes,” describe in Part VI how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted. 3    
4 Was the hospital facility’s Needs Assessment conducted with one or more other hospital facilities? If “Yes,” list the other hospital facilities in Part VI............................ 4    
5 Did the hospital facility make its Needs Assessment widely available to the public? ........... 5    
If “Yes,” indicate how the Needs Assessment was made widely available (check all that apply):
a Hospital facility’s website
b Available upon request from the hospital facility
c Other (describe in Part VI)
6 If the hospital facility addressed needs identified in its most recently conducted Needs Assessment, indicate how (check all that apply):
a Adoption of an implementation strategy to address the health needs of the hospital facility’s community
b Execution of the implementation strategy
c Participation in the development of a community-wide community benefit plan
d Participation in the execution of a community-wide community benefit plan
e Inclusion of a community benefit section in operational plans
f Adoption of a budget for provision of services that address the needs identified in the Needs Assessment
g Prioritization of health needs in the community
h Prioritization of services that the hospital facility will undertake to meet health needs in its community
i Other (describe in Part VI)
7 Did the hospital facility address all of the needs identified in its most recently conducted Needs Assessment? If “No,” explain in Part VI which needs it has not addressed and the reasons why it has not addressed such needs. .... 7    
Financial Assistance Policy
Did the hospital facility have in place during the tax year a written financial assistance policy that:
8 Explained eligibility criteria for financial assistance, and whether such assistance includes free or discounted care? 8 Yes  
9 Used federal poverty guidelines (FPG) to determine eligibility for providing free care?........... 9 Yes  
If "Yes," indicate the FPG family income limit for eligibility for free care: 200.%
If "No," explain in Part VI the criteria the hospital facility used.
Schedule H (Form 990) 2011
Schedule H (Form 990) 2011
Page
Part VFacility Information (continued)

Yes No
10 Used FPG to determine eligibility for providing discounted care?................. 10 Yes  
If “Yes,” indicate the FPG family income limit for eligibility for discounted care: 400.%
If "No," explain in Part VI the criteria the hospital facility used.
11 Explained the basis for calculating amounts charged to patients?................. 11 Yes  
If “Yes,” indicate the factors used in determining such amounts (check all that apply):
a Income level
b Asset level
c Medical indigency
d Insurance status
e Uninsured discount
f Medicaid/Medicare
g State regulation
h Other (describe in Part VI)
12 Explained the method for applying for financial assistance?................... 12   No
13 Included measures to publicize the policy within the community served by the hospital facility?....... 13 Yes  
If “Yes,” indicate how the hospital facility publicized the policy (check all that apply):
a The policy was posted on the hospital facility’s web site
b The policy was attached to all billing invoices
c The policy was posted in the hospital facility’s emergency rooms or waiting rooms
d The policy was posted in the hospital facility’s admissions offices
e The policy was provided, in writing, to patients upon admission to the hospital facility
f The policy was available upon request
g Other (describe in Part VI)
Billing and Collections
14 Did the hospital facility have in place during the tax year a separate billing and collections policy, or a written financial assistance policy (FAP) that explained actions the hospital facility may take upon non-payment?....... 14 Yes  
15 Check all of the following collection actions against an individual that were permitted under the hospital facility's policies during the tax year before making reasonable efforts to determine the patient’s eligibility under the facility’s FAP:
a Reporting to credit agency
b Lawsuits
c Liens on residences
d Body attachments
e Other similar actions (describe in Part VI)
16 Did the hospital facility or an authorized third party perform any of the following actions during the tax year before making reasonable efforts to determine the patient’s eligibility under the facility’s FAP?.......... 16   No
If “Yes,” check all actions in which the hospital facility or a third party engaged:
a Reporting to credit agency
b Lawsuits
c Liens on residences
d Body attachments
e Other similar actions (describe in Part VI)
17 Indicate which efforts the hospital facility made before initiating any of the actions checked in line 16 (check all that apply):
a Notified patients of the financial assistance policy upon admission
b Notified patients of the financial assistance policy prior to discharge
c Notified patients of the financial assistance policy in communications with the patients regarding the patients’ bills
d Documented its determination of whether patients were eligible for financial assistance under the hospital facility’s financial assistance policy
e Other (describe in Part VI)
Schedule H (Form 990) 2011
Schedule H (Form 990) 2011
Page
Part VFacility Information (continued)

Policy Relating to Emergency Medical Care
Yes No
18 Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that requires the hospital facility to provide, without discrimination, care for emergency medical conditions to individuals regardless of their eligibility under the hospital facility’s financial assistance policy?.......... 18 Yes  
If “No,” indicate why:
a The hospital facility did not provide care for any emergency medical conditions
b The hospital facility’s policy was not in writing
c The hospital facility limited who was eligible to receive care for emergency medical conditions (describe in Part VI)
d Other (describe in Part VI)
Individuals Eligible for Financial Assistance
19 Indicate how the hospital facility determined, during the tax year, the maximum amounts that can be charged to FAP-eligible individuals for emergency or other medically necessary care.
a The hospital facility used its lowest negotiated commercial insurance rate when calculating the maximum amounts that can be charged
b The hospital facility used the average of it's three lowest negotiated commercial insurance rates when calculating the maximum amounts that can be charged
c The hospital facility used the Medicare rates when calculating the maximum amounts that can be charged
d Other (describe in Part VI)
20 Did the hospital facility charge any of its patients who were eligible for assistance under the hospital facility’s financial assistance policy, and to whom the hospital facility provided emergency or other medically necessary services, more than the amounts generally billed to individuals who had insurance covering such care?......... 20   No
If “Yes,” explain in Part VI.
21 Did the hospital facility charge any of its FAP-eligible patients an amount equal to the gross charge for any services provided to that patient?............................... 21   No
If “Yes,” explain in Part VI.
Schedule H (Form 990) 2011
Schedule H (Form 990) 2011
Page
Part VFacility Information (continued)

Section C. Other Health Care Facilities That Are Not Licensed, Registered, or Similarly Recognized as a Hospital Facility
(list in order of size, from largest to smallest)
How many non-hospital health care facilities did the organization operate during the tax year?19
Name and address Type of Facility (describe)
1 Summa Health Center at Lake Medina
3780 Medina Road
Medina,OH44256 		Lab, imaging, therapy, sleep medicine, radiation oncology & outpatient surgery
2 Summa Health Center at Green
3838 Massillon Road
Green,OH44685 		Lab, imaging, rehabilitation, therapy & other health service
3 Summa Health Center at White Pond
1 Park West Suite 130
Akron,OH44320 		Lab, imaging, and other specialty health programs
4 Summa Health Center at Western Reserve
5655 Hudson Drive
Hudson,OH44236 		Lab, imaging, rehabilitation, wound care & sports medicine
5 Summa Health Center at Lake Anna
500 West Hopocan Avenue
Barberton,OH44203 		Therapy, rehabilitation and sports medicine
6 Summa Health Center at Anna Dean
28 Conservatory Drive
Barberton,OH44203 		Outpatient rehab and therapy
7 Summa Health Center at Cuyahoga Falls
1860 State Road
Cuyahoga Falls,OH44223 		Lab and imaging services
8 Summa Wellness Institute
5625 Hudson Drive
Hudson,OH44236 		Medical-based fitness programs rehabilitation & therapy
9 Summa Neurosciences at White Pond
750 White Pond Drive
Akron,OH44320 		Neurology services
10 Summa Sleep Medicine Center
3985 Medina Road Ste 210
Medina,OH44256 		Sleep and neurology services
11 Summa Sleep Medicine Center - Green
1700 Boettler Road Ste 215
Uniontown,OH44685 		Sleep and neurology services
12 Summa Rehabilitation Svcs at White Pond
750 White Pond Drive
Akron,OH44320 		Occupational & rehab services
13 Natatorium Rehabilitation and Wellness
2345 4th Street
Cuyahoga Falls,OH44223 		Orthopaedic & sports therapy
14 Summa Rehab at Tallmadge Rec Center
46 North Munroe
Tallmadge,OH44278 		Physical therapy and sports health
15 Summa Urgent Care & Corporate Health
2875 West Market Street
Fairlawn,OH44333 		Urgent care & corporate health
16 Summa Urgent Care at Stow
3913 Darrow Road Ste 100
Stow,OH44224 		Urgent care & occupational health services
17 Cedar Pines
185 West Cedar Street Ste 100
Akron,OH44307 		Cardiology & stress tests
18 Ignatia Hall South
3730 Whipple Avenue Ste 5
Canton,OH44718 		Outpatient addiction medicine
19 Summa Home Infusion
2743 Gilchrist Road Ste 200
Akron,OH44305 		Home care & infusion services
Schedule H (Form 990) 2011
Schedule H (Form 990) 2011
Page
Part VI
Supplemental Information
Complete this part to provide the following information.
1 Required descriptions. Provide the descriptions required for Part I, lines 3c, 6a, and 7; Part II; Part III, lines 4, 8, and 9b; and Part V, Section B, lines 1j, 3, 4, 5c, 6i, 7, 9, 10, 11h, 13g, 15e, 16e, 17e, 18d, 19d, 20, and 21.
2 Needs assessment. Describe how the organization assesses the health care needs of the communities it serves, in addition to any needs assessments reported in Part V, Section B.
3 Patient education of eligibility for assistance. Describe how the organization informs and educates patients and persons who may be billed for patient care about their eligibility for assistance under federal, state, or local government programs or under the organization’s financial assistance policy.
4 Community information. Describe the community the organization serves, taking into account the geographic area and demographic constituents it serves.
5 Promotion of community health. Provide any other information important to describing how the organization’s hospital facilities or other health care facilities further its exempt purpose by promoting the health of the community (e.g., open medical staff, community board, use of surplus funds, etc.).
6 Affiliated health care system. If the organization is part of an affiliated health care system, describe the respective roles of the organization and its affiliates in promoting the health of the communities served.
7 State filing of community benefit report. If applicable, identify all states with which the organization, or a related organization, files a community benefit report.
Identifier ReturnReference Explanation
Part I, Line 7, Column (f)   Total bad debt expense included on Form 990, Part IX, line 25, column (a) but subtracted for purposes of calculating the percentage on Part I, Line 7, Column (f) is $81,393,136.
Part I, Line 7(g)   The amount of subsidized health services reported on Line 7(g) attributable to Summa Physicians, Inc. ("SPI") is $21,248,939.
Part III, Line 4   A cost-to-charge ratio is used to determine the amount reflected on Line 2. Text of the Audited Financial Statement Footnote: "Summa Health System grants equal access for health services to all members of the community regardless of financial status. Net patient service revenue is reported at the estimated net realizable amounts from patients, third-party payors, public programs or others. It is Summa Health System's policy to bill for, and pursue collection of all services rendered. An estimated provision for doubtful accounts is recorded that results in net patient service revenue being reported at the net amount expected to be received. Summa Health System has determined, based on an assessment at the consolidated level, that patient service revenue is primarily recorded prior to assessing the patient's ability to pay and as such, the entire provision for doubtful accounts related to patient revenue is recorded as a deduction from patient service revenue in the accompanying consolidated statements of operations and changes in net assets. At the point in time that a charge is believed to be uncollectible, the related receivable is written-off as a doubtful account. Allowances are made for estimated doubtful accounts. Estimates of retroactive adjustments under reimbursement agreements with third-party payors are accrued in the period the related services are rendered and adjusted in future periods as adjustments become known or as years are no longer subject to audits, reviews and investigations." An important part of Summa Health System's commitment to providing quality and accessible healthcare includes covering the expense of payments that were expected but not received. While Summa Health System recognizes that the cost of bad debt is part of the cost of doing business, we agree with the Ohio Hospital Association that it is important to report these costs to show the total picture of how much care Summa Health System provides to the community without full reimbursement.
Part III, Line 8   Medicare allowable costs are based on information provided on worksheet B, part I, column 26, line 118 from the various hospital's Medicare cost reports. Costing method used was total allowable cost less all costs deemed non-allowable by Medicare Regulations. Any Medicare shortfall incurred by Summa Health System is not reported as a community benefit.
Part III, Line 9(b)   Summa will not pursue legal action for non-payment of bills against any patient who is without access to health insurance and without other significant income or net worth. Before initiating legal action for non-payment, our hospitals will, in conjunction with the patient, make sure that the patient is not eligible for any assistance program and does not qualify under the hospitals' Charity Care Policy. The hospital reserves the right to place a lien on the patient's (guarantor's) real estate; however, the hospital will not execute foreclosure proceedings if this is the patient's (guarantor's) primary residence.
Part V, Line 13(g)   In addition to the measures indicated, Summa's hospitals also provide a description of the Financial Assistance Policy in the Patient Handbook, which is provided to all patients upon admission into the hospital facility.
Part VI, Line 2   The health care needs of the community are assessed by a survey conducted collaboratively by Summa Health System, Summit County Health District, Healthy Connections Network, Akron City Health Department, Children's Hospital of Akron, the United Way, Social Services Advisory Board of Summit County, and Akron General Medical Center.
Part VI, Line 3   In accordance with the rules set forth by Ohio Administrative Code Section 5101:3-2-07.17 Notices, Summa Akron City and St. Thomas Hospitals, Summa Barberton Citizens Hospital, The Wadsworth-Rittman Area Hospital Association, and Summa Western Reserve Hospital have notices posted in the emergency room, admission areas, cashier's office, and other appropriate areas. The notices specify the rights of individuals to receive without charge, basic medically necessary hospital-level services. A financial counselor who is assigned to patients at the point of admission reviews the availablity of financial assistance programs and assists with the application if requested. The Summa website provides information regarding financial assistance. Customer service representatives provide financial counseling with explanation of assistance programs to patients who call. Each statement sent to the patient contains an explanation of the free care program as well as an application on the back side of the statement.
Part VI, Line 4   Summa Health System has care delivery sites three counties in Northeast Ohio: Summit, Portage and Medina. Based on the 2010 Census, these counties constitute a population of approximately 854,000 individuals. Summit County has the largest population (546,000) and accounts for more than 60% of the persons served by Summa. Medina and Portage Counties have similar populations, with Medina being slightly larger. Each accounts for less than 20% of the persons served by Summa. The region and its people are continuing to recover economically. More than 50% of households in Summit and Portage Counties make less than $50,000 dollars annually and 13.2% and 11.9% of households make less than $15,000 dollars annually respectively. Similarly, for the calendar year 2009, the monthly unemployment rates for Medina, Portage, and Summit Counties were 8.2%, 10.7%, and 10.8% respectively. Low incomes and an essentially stagnant unemployment rate add to Summa's burden for charity care. Despite these challenges, demand for Summa's services in these communities is projected to grow. While the total population in Portage and Summit Counties is expected to remain flat, Medina County is projected to see considerable growth: 7% from the 5-year period 2008 to 2013. More importantly, the age groups that demand healthcare services the most (45-64 year olds and age 65 and older) are expected to grow significantly. In Summit County alone, these two groups are expected to increase 3.6% and 7.8% respectively over the five year period. The growth in population for those aged 65 and older is more dramatic in Portage and Medina Counties where this age group will grow 13.4% and 20.1% respectively. These growth rates indicate increasing demand for Summa's services in a concurrently challenging market where citizens are progressively more dependent on Summa's charitable services.
Part VI, Line 5   Among the ways the hospitals within Summa Health System promote the health of the community are by maintaining an open medical staff and a community board (Community Benefit Committee). Summa's hospitals address health disparities through practice, research, education and collaboration with other community organizations. Contributions, both financial and in-kind, are made to initiatives and programming (Federally Qualified Health Center, OPEN M, Access to Care Program) that are deemed to promote the health, wellness and improved quality of life for the communities Summa Health System serves.
Part VI, Line 6   Summa Health System is one of the largest integrated delivery systems in Ohio, encompassing a network of hospitals, community-based health centers, a health plan, a physician-hospital organization, research and medical education and a foundation. Summa Health System is renowned for excellence in patient care and for exceptional approaches to healthcare delivery. Summa Health System represents more than 2,100 registered inpatient beds. In addition, outpatient care is extended throughout the region in a number of outpatient centers, both hospital-based and freestanding. Based on two campuses, Summa Akron City and St. Thomas Hospitals are located near downtown Akron, Ohio and have served, together with Summa Health System, as the largest safety-net hospital in the community for many years. Summa Barberton Citizens Hospital ("SBH") joined Summa Health System in December, 2007 when Summa Health System completed its acquisition of Barberton Citizens Hospital. SBH is a 311-bed general acute care community hospital that offers inpatient services, outpatient services and community outreach programs. SBH is located in the town of Barberton in southern Summit County. The Wadsworth-Rittman Area Hospital Association ("WRH") affiliated with Summa Health System in November 2007, and then merged with Summa Health System in 2008. WRH is a community-based acute care facility in Wadsworth, Medina County, Ohio, situated to the west of Summit County. WRH serves communities in Medina and Wayne counties. Summa Western Reserve Hospital ("SWRH") is a joint venture between Summa Health System and the Western Reserve Hospital Partners and provides a full range of acute medical services. SWRH provides its hospital operations on the campus of Summa Cuyahoga Falls General Hospital. SWRH provides a full range of services, including a 24-hour emergency room and adheres to the charity care policy of Summa Health System. The Crystal Clinic Orthopaedic Center ("CCOC"), a joint venture between Summa Akron City and St. Thomas Hospitals and the Crystal Clinic, integrates the inpatient and outpatient services and physician practices of the Akron-area's leading orthopaedic programs and operates as a "hospital within a hospital" at Summa St. Thomas Hospital. CCOC also adheres to Summa's charity care policy in providing both inpatient and outpatient services, including surgery, orthopaedic oncology, total joint replacement and others. CCOC offers outpatient ambulatory surgery at the Crystal Clinic surgery center in Montrose and physician practice locations in Akron and its suburbs of Barberton, Kent, Cuyahoga Falls, Medina, Green and Stow. Robinson Memorial Hospital, an affiliate of Summa Health System, is the largest provider of acute medical care in Portage County. This affiliation is charged with the responsibility of providing greater access to healthcare services for the residents of Portage County and the surrounding communities through joint ventures and physician strategies. Established in 1993, SummaCare offers a full line of health plans including PPO plans, HMO plans and Point-of-Service plans and Medicare POS plans plus life, dental and vision plans. It is recognized by the Health Industry Research Company as a health plan with effective disease management programs for asthma, health failure and diabetes. SummaCare now covers more than 150,000 members. Summa Foundation and Summa Akron City & St. Thomas Hospitals Foundation are nonprofit organizations advancing transformational philanthropy, community understanding and goodwill for the programs and priorities of Summa Health System. Incorporating fund development, government relations, community benefit and diversity, these Foundations create and implement innovative partnerships, health policy opportunities and funding strategies to support Summa Health System's education, research and patient care agenda. Summa Health Network is the integrated physician-hospital organization affiliated with Summa Akron City and St. Thomas Hospitals, Summa Barberton Hospital, The Wadsworth-Rittman Area Hospital Assn, Summa Western Reserve Hospital (through a joint venture with Summa Health System) and Robinson Memorial Hospital (through an affiliation agreement with Summa Health System). With more than 1,400 physicians participating, Summa Health Network oversees mutually beneficial contracts with insurance companies, preferred provider organizations, third-party administrators and other payors on behalf of its physicians and hospital members. Summa Health Network also offers a comprehensive performance incentive and clinical integration networks that partner with payors to improve the quality of care delivered to patients and to lower the cost of care. Ohio Health Choice is Ohio's oldest Preferred Provider Organization (PPO) network and one of the largest in the state. Co-owned by Summa Health System and Mercy Medical Center, Ohio Health Choice is a leader in the managed healthcare industry and is comprised of 198 hospitals, 8,000 primary care providers, 18,000 specialists and contracts with 94 third party administrators covering members across all 88 counties in Ohio. Summa Physicians Inc. ("SPI") is a Summa Health System entity of multi-specialty physicians and practices. Currently, SPI employs more than 275 physicians in multiple specialties. SPI promotes stronger affiliation and employment of physicians to ensure community and hospital needs for physician services are met.
Part VI, Line 7   The State of Ohio does not require the filing of the Community Benefit report. However, information from the Community Benefit report is shared with the Ohio Hospital Association annually.
Schedule H (Form 990) 2011
Additional Data


Software ID:  
Software Version:  
Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," to Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990
OMB No. 1545-0047
2011
Open to Public
Inspection
Name of the organization
Summa Health System Group Return
 
Employer identification number
90-0640432
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ....................................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Governments and Organizations in the United States. Complete if the organization answered "Yes" to
Form 990, Part IV, line 21 for any recipient that received more than $5,000. Check this box if no one recipient received more than $5,000. Use
Part IV and Schedule I-1 (Form 990) if additional space is needed ......................... lBullet
(a) Name and address of organization
or government		 (b) EIN (c) IRC Code section
if applicable		 (d) Amount of cash grant (e) Amount of non-cash
assistance		 (f) Method of valuation
(book, FMV, appraisal,
other)		 (g) Description of
non-cash assistance		 (h) Purpose of grant
or assistance
(1) Austen BioInnovation Institute in Akron302 Buchtel Common
Akron,OH443256220 		34-6002924 501(c)(3) 567,867       Founding member contribution
(2) American Heart Association5455 N High Street
Columbus,OH43214 		13-5613797 501(c)(3) 94,255       Healtcare research & education
(3) Open M Summit County Free Clinic941 Princeton Street
Akron,OH44311 		34-1046107 501(c)(3) 21,870       Health & Wellness
(4) Habitat for Humanity of Summit County2301 Romig Road
Akron,OH44320 		34-1518873 501(c)(3) 5,580       Community support
(5) University of Akron198 Fir Hill
Akron,OH44325 		34-6002924 501(c)(3) 25,500       Research & education
(6) Valor HomeFamily And Community Services705 Oakwood Street Ste 106
Ravenna,OH44266 		34-1902451 501(c)(3) 8,000       Social Services
(7) The Ohio University FoundationPO Box 869
Athens,OH45701 		31-6402113 501(c)(3) 6,000       Academic & Research
(8) Wick Poetry Center Kent State University301C Satterfield Hall
Kent,OH44242 		31-6402079 501(c)(3) 9,000       Education
(9) Susan G Komen Northeast Ohio26210 Emery Rd Ste 307
Cleveland,OH44128 		75-1835298 501(c)(3) 7,500       Cancer research
(10) Akron Urban League440 Vernon Odom Blvd
Akron,OH44307 		34-0714520 501(c)(3) 11,180       Education
(11) American Cancer Society525 North Broad St
Canfield,OH444069274 		25-1798733 501(c)(3) 20,000       Healthcare research & education
(12) Friends of 91365 Steiner Ave
Akron,OH44301 		26-4312124 501(c)(3) 9,000       Community support
(13) Akron Symphony17 N Broadway
Akron,OH44308 		34-6003828 501(c)(3) 10,000       Funds & Inkind Svcs
(14) Conservancy for CVNP403 W Hines Rd
Peninsula,OH44264 		34-1917257 501(c)(3) 5,400       Economic Development
(15) Greater Akron Chamber1 Cascade Plaza 17th Floor
Akron,OH44308 		34-1156576 501(c)(6) 6,640       Education WD
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
15
3
Enter total number of other organizations listed in the line 1 table ......................... . Bullet Image
1
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2011

Schedule I (Form 990) 2011
Page 2
Part III
Grants and Other Assistance to Individuals in the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 22.
Use Schedule I-1 (Form 990) if additional space is needed.
(a)Type of grant or assistance (b)Number of
recipients		 (c)Amount of
cash grant		 (d)Amount of
non-cash assistance		 (e)Method of valuation (book,
FMV, appraisal, other)		 (f)Description of non-cash assistance
(1) Dental Clinic Fund 48 15,084   Book NA
(2) Ophthalmology Cataract Surgery 65 47,996   Book NA
(3) SummaShares 17 12,699   Book NA









Part IV
Supplemental Information. Complete this part to provide the information required in Part I, line 2, and any other additional information.
Identifier Return Reference Explanation
Part I, Line 2, General Information on Grants and Assistance   The procedures for monitoring the use of grant funds is based on the criteria established prior to awarding the grant or assistance. Once the criteria is met a payment will be made to the University or agency providing the services.
Part II, Line 1(2)   For furtherance of Summa Akron City and St. Thomas Hospitals charitable purposes including providing medical education and healthcare services to the surrounding community.
Schedule I (Form 990) 2011


Additional Data


Software ID:  
Software Version:  


Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" to Form 990,
Part IV, question 23.
SchJMediumBullet Attach to Form 990. SchJMediumBullet See separate instructions.
OMB No. 1545-0047
2011
Open to Public Inspection
Name of the organization
Summa Health System Group Return
 
Employer identification number

90-0640432
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed in Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all the expenses described above? If "No," complete Part III to explain....
1b
Yes
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
officers, directors, trustees, and the CEO/Executive Director, regarding the items checked in line 1a? ....
2
Yes
 
3
Indicate which, if any, of the following the organization uses to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed in Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? ...............
4a
Yes
 
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? ........
4b
Yes
 
c
Participate in, or receive payment from, an equity-based compensation arrangement? ........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3) and 501(c)(4) organizations only must complete lines 5-9.
5
For persons listed in form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ...........................
5a
 
No
b
Any related organization? .........................
5b
 
No
If "Yes," to line 5a or 5b, describe in Part III.
6
For persons listed in form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ...........................
6a
Yes
 
b
Any related organization? .........................
6b
Yes
 
If "Yes," to line 6a or 6b, describe in Part III.
7
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported in Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III .............................
8
 
No
9
If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Privacy Act and Paperwork Reduction Act Notice, see the Intructions for Form 990
Cat. No. 50053T
Schedule J (Form 990) 2011

Schedule J (Form 990) 2011
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.

Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and column (E) for that individual.
(A) Name (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits		 (E) Total of columns
(B)(i)-(D) 		(F) Compensation
reported as deferred
in prior Form 990
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
(1) Kyle Allen DO (i)
(ii)		 237,003
0 		0
0 		1,595
0 		7,060
0 		34,863
0 		280,521
0 		0
0
(2) Michael Bage MD (i)
(ii)		 400,876
0 		103,034
0 		600
0 		0
0 		10,204
0 		514,714
0 		0
0
(3) William Bauman MD (i)
(ii)		 558,175
0 		34,828
0 		1,380
0 		7,350
0 		10,231
0 		611,964
0 		0
0
(4) Thomas DeBord (i)
(ii)		 232,748
0 		81,279
0 		11,380
0 		10,818
0 		13,820
0 		350,045
0 		0
0
(5) Brian Derrick (i)
(ii)		 52,292
0 		90,167
0 		290
0 		0
0 		13,023
0 		155,772
0 		0
0
(6) T Clifford Deveny MD (i)
(ii)		 123,150
0 		85,236
0 		64,704
0 		5,589
0 		30,943
0 		309,622
0 		0
0
(7) Steven Gaich MD (i)
(ii)		 279,745
0 		48,029
0 		0
0 		7,350
0 		18,124
0 		353,248
0 		0
0
(8) Robert Harrigan (i)
(ii)		 555,736
0 		445,636
0 		1,620
0 		63,374
0 		11,185
0 		1,077,551
0 		59,456
0
(9) Thomas Knoll (i)
(ii)		 222,408
0 		0
0 		0
0 		0
0 		0
0 		222,408
0 		0
0
(10) Joseph Koenig MD (i)
(ii)		 540,159
0 		113,681
0 		0
0 		27,476
0 		45,782
0 		727,098
0 		25,061
0
(11) Joseph McShannic MD (i)
(ii)		 436,840
0 		100
0 		0
0 		0
0 		22,188
0 		459,128
0 		0
0
(12) Dale Murphy MD (i)
(ii)		 361,977
0 		198,066
0 		8,880
0 		32,298
0 		10,470
0 		611,691
0 		31,632
0
(13) Thomas O'Neill (i)
(ii)		 250,502
0 		228,792
0 		8,880
0 		25,002
0 		42,172
0 		555,348
0 		18,072
0
(14) William Powel III (i)
(ii)		 347,908
0 		256,118
0 		11,380
0 		44,368
0 		45,209
0 		704,983
0 		39,594
0
(15) C Michael Rutherford (i)
(ii)		 18,301
0 		129,714
0 		27,349
0 		0
0 		144
0 		175,508
0 		0
0
(16) Steve Schmidt (i)
(ii)		 226,812
0 		87,776
0 		5,780
0 		7,350
0 		5,189
0 		332,907
0 		0
0
(17) Thomas Strauss (i)
(ii)		 773,567
0 		940,536
0 		840
0 		86,712
0 		10,980
0 		1,812,635
0 		84,223
0
(18) Douglas Trochelman MD (i)
(ii)		 585,669
0 		68,672
0 		0
0 		7,350
0 		10,231
0 		671,922
0 		0
0
(19) Joseph Varley MD (i)
(ii)		 269,869
0 		57,153
0 		780
0 		7,350
0 		1,142
0 		336,294
0 		0
0
(20) Darrell Widmer MD (i)
(ii)		 147,916
0 		15,932
0 		0
0 		4,515
0 		654
0 		169,017
0 		0
0
(21) Jay Williamson MD (i)
(ii)		 190,184
0 		85,394
0 		1,740
0 		0
0 		9,596
0 		286,914
0 		0
0
(22) Joseph Zarconi MD (i)
(ii)		 302,519
0 		206,766
0 		10,000
0 		38,932
0 		10,314
0 		568,531
0 		36,106
0
(23) Jeffrey Morris MD (i)
(ii)		 227,635
0 		79,391
0 		6,620
0 		7,783
0 		25,104
0 		346,533
0 		0
0
(24) Charles Alderson (i)
(ii)		 166,189
0 		57,748
0 		6,620
0 		6,301
0 		11,362
0 		248,220
0 		0
0
(25) Bryan Fredericks (i)
(ii)		 236,415
0 		70,923
0 		6,380
0 		7,800
0 		14,097
0 		335,615
0 		0
0
(26) Kathleen Jobe (i)
(ii)		 152,308
0 		53,257
0 		6,380
0 		6,525
0 		11,324
0 		229,794
0 		0
0
(27) Michael Hillman MD (i)
(ii)		 369,424
0 		180,757
0 		1,380
0 		24,736
0 		29,778
0 		606,075
0 		0
0
(28) Gregory Kall (i)
(ii)		 260,439
0 		160,285
0 		11,417
0 		35,307
0 		10,149
0 		477,597
0 		25,902
0
(29) Unhee Kim (i)
(ii)		 324,132
0 		210,808
0 		11,454
0 		39,112
0 		12,045
0 		597,551
0 		31,053
0
(30) Kyle Klawitter (i)
(ii)		 239,729
0 		96,153
0 		96,115
0 		32,983
0 		52,046
0 		517,026
0 		23,741
0
(31) Patrice Lange (i)
(ii)		 238,859
0 		172,913
0 		11,842
0 		34,414
0 		5,243
0 		463,271
0 		27,071
0
(32) Charles Ross MD (i)
(ii)		 251,026
0 		176,032
0 		8,880
0 		24,652
0 		9,828
0 		470,418
0 		18,224
0
(33) James Stonkus (i)
(ii)		 150,162
0 		53,089
0 		6,380
0 		5,495
0 		36,056
0 		251,182
0 		0
0
(34) Kevin Theiss (i)
(ii)		 175,527
0 		105,885
0 		10,020
0 		12,544
0 		13,584
0 		317,560
0 		7,309
0
(35) Mary Ward (i)
(ii)		 312,149
0 		221,753
0 		11,380
0 		39,704
0 		5,686
0 		590,672
0 		23,263
0
(36) John Zografakis MD (i)
(ii)		 462,219
0 		423,028
0 		1,740
0 		7,350
0 		18,460
0 		912,797
0 		0
0
(37) Scott Weiner MD (i)
(ii)		 477,514
0 		178,798
0 		1,620
0 		7,350
0 		17,312
0 		682,594
0 		0
0
(38) Mehool Patel MD (i)
(ii)		 538,191
0 		118,254
0 		31
0 		1,226
0 		5,425
0 		663,127
0 		0
0
(39) Eric Espinal MD (i)
(ii)		 379,844
0 		262,616
0 		1,380
0 		0
0 		20,288
0 		664,128
0 		0
0
(40) Jennifer Restivo MD (i)
(ii)		 534,061
0 		112,469
0 		31
0 		8,367
0 		16,199
0 		671,127
0 		0
0
(41) Kathleen Rice (i)
(ii)		 6,989
0 		410,156
0 		63,847
0 		125
0 		497
0 		481,614
0 		0
0
(42) Stephen Kaiser DO (i)
(ii)		 114,311
0 		5,830
0 		0
0 		3,751
0 		9,258
0 		133,150
0 		0
0
(43) John Brocketti (i)
(ii)		 1,409
0 		34,431
0 		68,845
0 		1,137
0 		257
0 		106,079
0 		0
0
Schedule J (Form 990) 2011

Schedule J (Form 990) 2011
Page 3
Part III
Supplemental Information
Complete this part to provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4c, 5a, 5b, 6a, 6b, 7, and 8. Also complete this part for any additional information.
Identifier Return Reference Explanation
Part I, Line 1a   Summa Health System grossed-up taxes for supplemental executive retirement programs paid to certain officers, key employees and the highly compensated. Health and social club dues, and tax preparation services were paid on behalf of certain officers. The personal use is reflected as wages.
Part I, Line 4a   In 2011, Kathleen Rice received $481,614 in severance and benefits. John Brocketti received $106,079 in severance and benefits.
Part I, Line 4b   Summa Health System has a 457(f) program for the executive staff which rewards certain officers, directors and key employees for meeting key long-term strategic objectives of the organization. Amounts paid in 2011: Thomas J. Strauss $79,632, Robert Harrigan $56,024, Mary Ward $32,354, Kyle Klawitter $25,160, Greg Kall $27,434, William A. Powel, III $37,018, Joseph Zarconi, MD $31,582, Patrice Lange $24,934, Unhee Kim $33,404, Thomas P. O'Neill $17,532, Charles Ross, MD $17,302, Dale Murphy, MD $24,948, Joseph Koenig, MD $20,126, Michael Hillman, MD $17,386, Kevin Theiss $12,544 and Thomas DeBord $4,116.
Part I, Line 6   Summa Health System management incentive program was designed to reward employees for meeting quality performance and financial targets. These include clinical quality, patient satisfaction, employee/physician satisfaction, net operating income, and strengthening of the balance sheet.
Schedule J (Form 990) 2011

Additional Data


Software ID:  
Software Version:  
Schedule K
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information on Tax Exempt Bonds
SchKMediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, line 24a. Provide descriptions,
explanations, and any additional information in Part VI.
SchKMediumBullet Attach to Form 990. SchKMediumBullet See separate instructions.
OMB No. 1545-0047
2011
Open to Public
Inspection
Name of the organization
Summa Health System Group Return
 
Employer identification number
90-0640432
Part I
Bond Issues
(a) Issuer Name (b) Issuer EIN (c) CUSIP # (d) Date Issued (e) Issue Price (f) Description of Purpose (g) Defeased (h) On
Behalf of
Issuer 		(i) Pool
financing
Yes No Yes No Yes No
A Akron Bath Copley Jt Twp Hosp Dist
  		34-1448680 009730LT7 06-10-2004 160,904,918 See Schedule O, Rider 2   X   X   X
B Summit County Port Authority
  		34-1765940 86605VAE9 10-31-2006 15,405,000 See Schedule 0, Rider 6   X   X   X
C Ohio Higher Educational Facility Comm
  		34-6849674 67756AY89 05-11-2010 180,125,341 See Schedule O, Rider 10   X   X   X
Part II
Proceeds
A B C D
1 Amount of bonds retired . . . . . . . . . . . . . 15,055,000 620,000 0  
2 Amount of bonds legally defeased . . . . . . . . . . 0 0 0  
3 Total proceeds of issue . . . . . . . . . . . . . 164,278,376 15,405,000 180,125,341  
4 Gross proceeds in reserve funds . . . . . . . . 3,107,915 0 18,190,573  
5 Capitalized interest from proceeds . . . . . . . . . . 2,238,718 867,000 3,004,911  
6 Proceeds in refunding escrows . . . . . . . . . . . 0 0 0  
7 Issuance costs from proceeds . . . . . . . . . . . 2,285,007 308,100 0  
8 Credit enhancement from proceeds . . . . . . . . . . 3,930,806 153,159 4,929,857  
9 Working capital expenditures from proceeds . . . . . . . 0 0 0  
10 Capital expenditures from proceeds . . . . . . . . . . 89,411,463 14,076,741 99,408,811  
11 Other spent proceeds . . . . . . . . . . . 59,931,009 0 0  
12 Other unspent proceeds . . . . . . . . . . . 0 0 54,591,189  
13 Year of substantial completion . . . . . . . . . . . 2006 2008
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue? . . . . X     X X      
15 Were the bonds issued as part of an advance refunding issue? . . . . X     X   X    
16 Has the final allocation of proceeds been made? . . . . . . X   X     X    
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? . . . . . . . . . . . . . X   X   X      
Part III
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? . . . . . . .   X X     X    
2 Are there any lease arrangements that may result in private business use of bond-financed property? . . . . . . . . . X   X   X      
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2011
Schedule K (Form 990) 2011
Page 2
Part III
Private Business Use (Continued)
A B C D
Yes No Yes No Yes No Yes No
3a Are there any management or service contracts that may result in private business use of bond-financed property? . . . . . . . . . X     X X      
b If ‘Yes’ to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property? . . . . .   X     X      
c Are there any research agreements that may result in private business use of bond-financed property? . . . . . . .   X   X   X    
d If ‘Yes’ to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property? .                
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government . . SchKMediumBullet 0% 0% 0%   %
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government . . . . . . . SchKMediumBullet 0% 0% 0%   %
6 Total of lines 4 and 5 . . .. . . . . . . . . 0% 0% 0%   %
7 Does the bond issue meet the private security or payment test? . . . X   X   X      
8 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under
Regulations sections 1.141-12 and 1.145-2?
X   X   X      
Part IV
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has a Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate, been filed with respect to the bond issue? . . .   X   X   X    
2 Is the bond issue a variable rate issue? X   X     X    
3a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue?   X X     X    
b Name of provider . . . . . . . . 0
  		See Rider 7
  		0
  		 
 
c Term of hedge . . . . . . . . 30. 30.    
d Was the hedge superintegrated? . . . .   X   X        
e Was a hedge terminated? . . . . .   X   X        
4a Were gross proceeds invested in a guaranteed investment contract (GIC)? . . . . . . X     X X      
b Name of provider . . . . . . See Rider 3
  		0
  		See Rider 11
  		 
 
c Term of GIC . . . . . . . 3.1   2.2  
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? . . . . . . X       X      
5 Were any gross proceeds invested beyond an available temporary period? . . . . . .   X   X   X    
6 Did the bond issue qualify for an exception to rebate? .   X X   X      
7 Has the organization established written procedures to monitor the requirements of section 148? . . .   X X   X      
Schedule K (Form 990) 2011

Schedule K (Form 990) 2011
Page 3
Part V
Procedures To Undertake Corrective Action
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations? . . . . . . . . . . . . . .
Part VI
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule K (see instructions).
Identifier Return Reference Explanation
Schedule K (Form 990) 2011

Additional Data


Software ID:  
Software Version:  

Schedule L
(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Transactions with Interested Persons
MediumBullet Complete if the organization answered
"Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c,
or Form 990-EZ, Part V lines 38a or 40b.
MediumBullet Attach to Form 990 or Form 990-EZ. MediumBulletSee separate instructions.
OMB No. 1545-0047
2011
Open to Public Inspection
Name of the organization
Summa Health System Group Return
 
Employer identification number

90-0640432
Part I
Excess Benefit Transactions (section 501(c)(3) and section 501 (c)(4) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.
1(a) Name of disqualified person (b) Description of transaction (c) Corrected?
Yes No





2
Enter the amount of tax imposed on the organization managers or disqualified persons during the year under section 4958. ......................... Bullet Image$
 
3
Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ....... Bullet Image$
 

Part II
Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 26, or Form 990-EZ, Part V, line 38a.
(a) Name of interested person and purpose (b) Loan to or from the organization? (c)Original principal amount (d)Balance due (e) In default? (f) Approved by board or committee? (g)Written agreement?
To From Yes No Yes No Yes No
(1) Steven Gaich MD
Salary advance 		  X 25,000 3,952   No Yes   Yes  
Total ...............Small Bullet $ 3,952
Part III
Grants or Assistance Benefitting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.
(a) Name of interested person (b)Relationship between interested person and the organization (c)Amount of grant or type of assistance
For Privacy Act and Paperwork Reduction Act Notice, see the
Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990 or 990-EZ) 2011
Schedule L (Form 990 or 990-EZ) 2011
Page 2
Part IV
Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of transaction (d) Description of transaction (e) Sharing of organization's revenues?
Yes No
(1) Kelly Bianco Family Member 24,048 See Part V   No
(2) Brian Bauman MD Family Member 434,704 See Part V   No
(3) Denise Angerstien Family Member 48,646 See Part V   No
(4) Deanne Kvach Family Member 56,109 See Part V   No
(5) Vincent Allen Family Member 46,893 See Part V   No
(6) Deborah Rutherford Family Member 34,277 See Part V   No
(7) Professional Anesthesia Service In See Part V 7,925,960 See Part V   No
(8) Summa Emergency Associates See Part V 1,543,378 See Part V   No
(9) Inpatient Medical Services Inc See Part V 173,850 See Part V   No
(10) Primary Care Physicians See Part V 2,378,025 See Part V   No
(11) Ritzman Pharmacies Inc See Part V 2,195,345 See Part V   No
(12) Predevelopment Limited See Part V 109,770 See Part V   No
(13) Park West One LLC See Part V 294,603 See Part V   No
Part V
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule L (see instructions).
Identifier Return Reference Explanation
Schedule L, Part IV Business Transactions Involving Interested Persons Kelly Bianco is a family member of Michael Bianco, M.D., director of WRH. Kelly Bianco was paid reasonable compensation as an employee of WRH. Brian Bauman, M.D. is a family member of William Bauman, M.D., director of Summa Physicians Inc. Brian Bauman was paid reasonable compensation as an employee of Summa Physicians Inc. Denise Angerstien is a family member of Dennis Chack, director of SACSTH. Denise Angerstien was paid reasonable compensation as an employee of SACSTH. Deanne Kvach is a family member of Kyle Klawitter, System VP of Human Resources. Deanne Kvach was paid reasonable compensation as an employee of SACSTH. Vincent Allen is a family member of Unhee Kim, VP of Clinical Services. Vincent Allen was paid reasonable compensation as an employee of SACSTH. Deborah Rutherford is a family member of C. Michael Rutherford, Director & System CFO. Deborah Rutherford was paid reasonable compensation as an employee of SBH. Jacob Cohen, M.D., Director of SACSTH, is an officer of Professional Anesthesia Services, Inc. Compensation represents fees paid for services performed by Professional Anesthesia Services, Inc. Michelle Blanda, M.D., director of SACSTH, is an officer of Summa Emergency Associates, Inc. Compensation represents fees paid for services performed by Summa Emergency Services, Inc. Robert Schaal, M.D., director of SACSTH, is an officer of Inpatient Medical Services, Inc. Compensation represents fees paid for services performed by Inpatient Medical Services, Inc. Sharon VanNostran, D.O., director of SACSTH, is an officer of Primary Care Physicians. Compensation represents fees paid for services performed by Primary Care Physicians. Eric Graf, Director of WRH, is part owner of Ritzman Pharmacies, Inc. Thomas Knoll, Director of WRH, is on the board of Ritzman Pharmacies, Inc. Compensation represents fees for goods & services to Ritzman Pharmacies, Inc. T. Clifford Deveny, M.D., director & President of SPI, is part owner Predevelopment Limited and Park West One, LLC. Compensation represents lease payments to Predevelopment Limited and Park West One, LLC.
Schedule L (Form 990 or 990-EZ) 2011

Additional Data


Software ID:  
Software Version:  




SCHEDULE M
(Form 990)

Department of the Treasury
Internal Revenue Service
NonCash Contributions
Right pointing arrow large imageComplete if the organization answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image Attach to Form 990.
OMB No. 1545-0047
2011
Open to Public Inspection
Name of the organization
Summa Health System Group Return
 
Employer identification number

90-0640432
Part I
Types of Property
(a)
Check if applicable 		(b)
Number of Contributions or items contributed 		(c)
Noncash contribution amounts reported on
Form 990, Part VIII, line 1g 		(d)
Method of determining
noncash contribution amounts
1 Art—Works of art ....        
2 Art—Historical treasures .        
3 Art—Fractional interests ..        
4 Books and publications ..      
5 Clothing and household
goods ....... 		     
6 Cars and other vehicles ..        
7 Boats and planes ....        
8 Intellectual property ...        
9 Securities—Publicly traded . X 9 113,056 FMV
10 Securities—Closely held stock .        
11 Securities—Partnership, LLC,
or trust interests .... 		       
12 Securities—Miscellaneous ..        
13 Qualified conservation
contribution—Historic
structures ..... 		       
14 Qualified conservation
contribution—Other ... 		       
15 Real estate—Residential .        
16 Real estate—Commercial ..        
17 Real estate—Other ...        
18 Collectibles .....        
19 Food inventory ...        
20 Drugs and medical supplies . X 5 279,947 FMV
21 Taxidermy ......        
22 Historical artifacts ....        
23 Scientific specimens ..        
24 Archeological artifacts ...        
25 Other Right pointing arrow large image ( Events ) X 53 18,225 Comparable Prices
26 Other Right pointing arrow large image( )
27 Other Right pointing arrow large image( )
28 Other Right pointing arrow large image ( )
29
Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement ...
29
 
Yes
No
30a
During the year, did the organization receive by contribution any property reported in Part I, lines 1-28 that it
must hold for at least three years from the date of the initial contribution, and which is not required to be used
for exempt purposes for the entire holding period? ..................
30a
 
No
b
If "Yes," describe the arrangement in Part II.
31
Does the organization have a gift acceptance policy that requires the review of any non-standard contributions?
31
Yes
 
32a
Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash
contributions? ............................
32a
 
No
b
If "Yes," describe in Part II.
33
If the organization did not report revenues in column (c) for a type of property for which column (a) is checked,
describe in Part II.
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 51227J
Schedule M (Form 990) 2011
Schedule M (Form 990) 2011
Page 2
Part II
Supplemental Information. Complete this part to provide the information required by Part I, lines 30b,
32b, and 33 and whether the organization is reporting in Part I, column (b) the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.
Identifier Return Reference Explanation
Schedule M (Form 990) 2011
Additional Data


Software ID:  
Software Version:  
SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
OMB No. 1545-0047
2011
Open to Public
Inspection
Name of the organization
Summa Health System Group Return
 
Employer identification number

90-0640432
Identifier Return Reference Explanation
Form 990, Page 1, Part I, Lines 3 & 4 Form 990, Page 6, Part VI, Lines 1a & 1b Entity Name Number of Voting Number of Independent Directors Voting Directors Summa Akron City & St. Thomas 22 11 Hospitals (SACSTH) Summa Akron City & St. Thomas 29 25 Hospitals Foundation (SACSTHF) Summa Foundation (SF) 28 24 Summa Physicians, Inc. (SPI) 7 0 Summa Barberton Citizens 12 10 Hospital (SBH) The Wadsworth-Rittman Area 13 9 Hospital Assn (WRH) Cuyahoga Falls General 13 11 Hospital (CFGH)
Form 990, Page 6, Part III, Line 4d   Other Programs Services included the Physician House Calls program, a collaboration between Summa Health System and SummaCare. This program helps meet the needs of those patients in our community who have difficulty going to their physician's office for the care of their acute and chronic health problems. This program is designed to provide ongoing access to care in the patient's home and is one more step in Summa Health System's mission to provide the highest quality care to our patients and members and contribute to a healthier community.
Form 990, Page 6, Part VI, Line 1a   Summa Akron City and St. Thomas Hospitals: N/A Summa Akron City and St. Thomas Hospitals Foundation: Summa Akron City and St. Thomas Hospitals Foundation has an Executive Committee comprised of the Chair, President, Secretary, Treasurer, and the Special Voting Directors of the Summa Akron City and St. Thomas Hospitals Foundation. The Special Voting Directors are the Chair, Summa Akron City and St. Thomas Hospitals Board of Directors; Chair, Summa System Board of Directors; President of Summa Health System; President, Medical Staff, Summa Akron City and St. Thomas Hospitals; and the Vice President, Medical Education and Research, Summa Akron City and St. Thomas Hospitals. All members of the Executive Committee are Directors of Summa Akron City and St. Thomas Hospitals Foundation. The Executive Committee is authorized to exercise the powers of the Board at such time as the Board is not in session, subject to restrictions imposed by previous decisions of the Board and to the provisions of the Summa Akron City and St. Thomas Hospitals Foundation Code of Regulations. All interim actions by the Executive Committee are reported at the Board's next meeting succeeding such action. The Executive Committee prepares and makes such recommendations to the Board as are pertinent to the welfare of the Summa Akron City and St. Thomas Hospitals Foundation. Summa Foundation: Summa Foundation has an Executive Committee. The Executive Committee is appointed by the Board of Directors and may include up to eleven (11) Directors including the Chair, President, Secretary, Treasurer, and the Special Voting Directors. The Special Voting Directors are (i) Chair, Summa Health System Board of Directors; (ii) President & CEO, Summa Health System; (iii) System Vice President, Medical Education & Research, (iv) System Director, Research; and (v) President, Summa Foundation. All members of the Executive Committee are Directors of Summa Akron City and St. Thomas Hospitals Foundation. The Executive Committee is authorized to exercise the powers of the Board at such time as the Board is not in session, subject to restrictions imposed by previous decisions of the Board and to the provisions of the Summa Foundation Code of Regulations. All interim actions by the Executive Committee are reported at the Board's next meeting succeeding such action. The Executive Committee prepares and makes such recommendations to the Board as are pertinent to the welfare of the Summa Foundation. Summa Physicians, Inc.: The Code of Regulations provides for an Executive Committee to be comprised of three (3) directors. The Executive Committee may make governance decisions between Board meetings. Summa Barberton Citizens Hospital: N/A The Wadsworth-Rittman Area Hospital Assn: The Wadsworth-Rittman Area Hospital Assn has an Executive Committee comprised of the Board Chair, President, Vice Chair, Treasurer, Secretary, and others as elected by the Board of Directors. All members of the Executive Committee are members of the Board of Directors. The Executive Committee is authorized to exercise the powers of the Board at such time as the Board is not in session, subject to restrictions imposed by previous decisions of the Board and to the provisions of The Wadsworth-Rittman Area Hospital Assn Code of Regulations. All interim actions by the Executive Committee are reported at the Board's next meeting succeeding such action. The Executive Committee prepares and makes such recommendations to the Board as are pertinent to the welfare of The Wadsworth-Rittman Area Hospital Assn. Cuyahoga Falls General Hospital: Cuyahoga Falls General Hospital has an Executive Committee comprised of three (3) physician directors, three (3) community directors, and (1) director selected by Summa Health System, the sole member of Cuyahoga Falls General Hospital. All members of the Executive Committee are Directors of Cuyahoga Falls General Hospital. The Executive Committee nominates the Community Directors to the Board of Directors and serves an advisory function to bring issues of importance to the board of directors of the Member, Summa Health System. Additionally, the Executive Committee has the power to transact all regular business of Cuyahoga Falls General Hospital between meetings of the Board of Directors, subject only to prior limitations established by the Board of Directors and the Member's Reserved Powers.
Form 990, Page 6, Part VI, Line 2   Summa Akron City and St. Thomas Hospitals: Michael Bage, M.D., Douglas Trochelman, M.D., and Willam A. Powel, III have business relationships through Summa Physicians, Inc.: Michael Bage, M.D. and Douglas Trochelman, M.D. are employed by Summa Physicans, Inc.; William A. Powel, III is a Director of Summa Physicians, Inc. Dennis Chack and Anthony Lockhart have a business relationship through First Energy: Dennis Chack is employed as an officer of First Energy and Anthony Lockhart is a retired officer of First Energy. Thomas Strauss and William A. Powel, III have a business relationship through Summa Western Reserve Hospital: both are Directors of Summa Western Reserve Hospital. Greg Kall, Thomas O'Neill, and Unhee Kim have a business relationship through ARIS Teleradiology, LLC: all are Directors of ARIS Teleradiology, LLC. Summa Akron City and St. Thomas Hospitals Foundation: Anthony Lockhart and Richard Marsh have a business relationship through First Energy: both are retired officers of First Energy. Summa Foundation: Anthony Lockhart and Richard Marsh have a business relationship through First Energy: both are retired officers of First Energy. Summa Physicians, Inc.: Joseph Koenig, M.D., William Bauman, M.D., Dale Murphy, M.D., and Steven Gaich, M.D. are employed by Summa Physicians, Inc. and A. Gus Kious, M.D. is the President and a Director of Summa Physicians, Inc. William A. Powel, III and Thomas O'Neill are all employed by Summa Akron City and St. Thomas Hospitals. Summa Barberton Citizens Hospital: N/A The Wadsworth-Rittman Area Hospital Association: Eric Graf and Thomas Knoll have a business relationship through Ritzman Pharmacies: Eric Graf is the CEO of Ritzman Pharmacies and Thomas Knoll is a Director of Ritzman Pharmacies. Thomas Strauss and Thomas Knoll have a business relationship through Summa Western Reserve Hospital: both are Directors of Summa Western Reserve Hospital. Cuyahoga Falls General Hospital: Stephen Hailer and C. Michael Rutherford have a business relationship through North Akron Savings Bank. Stephen Hailer is President of North Akron Savings Bank and C. Michael Rutherford is a Director of North Akron Savings Bank. Stephen Hailer, Thomas Strauss and William A. Powel, III have a business relationship through Summa Western Reserve Hospital: all are Directors of Summa Western Reserve Hospital. Douglas Chonko, D.O. and Ronald Russ, D.O. have a business relationship through Kent Management Group: each is employed by Kent Management Group.
Form 990, Page 6, Part VI, Line 4   Summa Foundation Summa Foundation merged with Summa Akron City and St. Thomas Hospitals Foundation effective June 1, 2012. Summa Akron City and St. Thomas Hospitals Foundation was the surviving corporation and effective on the merger date, the surviving corporation changed its name to Summa Foundation. Summa Akron City and St. Thomas Hospitals Foundation Summa Akron City and St. Thomas Hospitals Foundation merged with Summa Foundation effective June 1, 2012. Summa Akron City and St. Thomas Hospitals Foundation was the surviving corporation and effective on the merger date, the surviving corporation changed its name to Summa Foundation. The following changes have been made to the Code of Regulations since the filing of the 2010 990: (i) Changed the name of the corporation from "Summa Akron City and St. Thomas Hospitals Foundation" to "Summa Foundation"; (ii) Changed the Member from Summa Akron City and St. Thomas Hospitals to Summa Health System; (iii) Changed the voting requirements for the sole Member to reject an elected director from 60% of Member's Board of Directors to a simple majority; (iv) Changed the maximum number of Directors from 49 to 30 with not less than 25; (v) Changed the quorum definition from 40% to 50%; (vi) Added a requirement that a majority of the Directors be independent; (vii) Reduced the number of Special Voting Directors from 5 to 1; only the President & CEO of Summa Health System will be a Special Voting Director. (viii) The following Special Voting Directors were deleted: (1) Chair, Summa Akron City and St. Thomas Hospitals; (2) Chair, Summa Health System; (3) President, Medical Staff, Summa Akron City and St. Thomas Hospitals; and (4) System Vice President, Medical Education and Research; (ix) Reduced the size of the Executive Committee from up to 11 to 5; (x) Specified that the Executive Committee is to be appointed at the annual meeting; members will consist of the Chair, Vice Chair, Secretary, Treasurer and one director named by the Chair; (xi) Specified that the Executive and Finance Committees shall be the standing committees; the Development Committee was deleted as a standing committee; (xii) Added a Vice Chair and a Chief Development Officer to the list of officers; (xiii) Changed the single President & COO position to two individual positions.
Form 990, Page 6, Part VI, Line 6   Summa Akron City and St. Thomas Hospitals: Summa Health System is the sole member of Summa Akron City and St. Thomas Hospitals. Summa Akron City and St. Thomas Hospitals Foundation: Summa Akron City and St. Thomas Hospitals is the sole member of Summa Akron City and St. Thomas Hospitals Foundation. Summa Foundation: Summa Health System is the sole member of Summa Foundation. Summa Barberton Citizens Hospital: The sole member of Summa Barberton Citizens Hospital is Summa Barberton Wadworth-Rittman Hospitals, LLC, an Ohio non-profit limited liability company whose sole member is Summa Health System. The Wadsworth-Rittman Area Hospital Association: The sole member of The Wadsworth-Rittman Area Hospital Assn is Summa Barberton Wadsworth-Rittman Hospitals, LLC, an Ohio non-profit limited liability company whose sole member is Summa Health System. Summa Physicians, Inc.: Summa Physicians, Inc. has stockholders; the stock is held in trust for the benefit of Summa Health System. Cuyahoga Falls General Hospital: Summa Health System is the sole member of Cuyahoga Falls General Hospital.
Form 990, Page 6, Part VI, Line 7a   Summa Akron City and St. Thomas Hospitals: (i) The medical staff of Summa Akron City and St. Thomas Hospitals elects two (2) directors: the President of the Medical Staff and the President-Elect of the Medical Staff. (ii) The Chairs of the medical staff departments elect two (2) department chairs to be directors. (iii) The following individuals are directors by designation: (a) President & CEO of Summa Health System; (b) President & COO of Summa Akron City and St. Thomas Hospitals; (c) Chair of Summa Akron City and St. Thomas Hospitals Foundation; and (d) The Presidents of the Women's Board of St. Thomas Hospital and the Women's Board of Summa Health System shall rotate annually to provide a single representative. (iv) Other than as set forth above, Summa Health System is the sole member of Summa Akron City and St. Thomas Hospitals and has the right to elect the Board of Directors of Summa Akron City and St. Thomas Hospitals. Summa Akron City and St. Thomas Hospitals Foundation: In addition to directors elected by the Summa Akron City and St. Thomas Hospitals Foundation Board as the sole member of Summa Akron City and St. Thomas Hospitals Foundation, subject to approval by Summa Health System, the individuals holding the following offices serve as directors of Summa Akron City and St. Thomas Hospitals Foundation for so long as they serve in their respective capacities: (i) Chair, Summa Akron City and St. Thomas Hospitals Board of Directors; (ii) Chair, Summa Health System Board of Directors; (iii) President of Summa Health System; (iv) President, Medical Staff, Summa Akron City and St. Thomas Hospitals; and (v) Vice President, Medical Education and Research, Summa Akron City and St. Thomas Hospitals. Summa Foundation: In addition to directors elected by the Summa Health System Board as the sole member of Summa Foundation, the individuals holding the following offices serve as directors of Summa Foundation for so long as they serve in their respective capacities: (i) Chair, Summa Health System Board of Directors; (ii) President & CEO, Summa Health System; (iii) System Vice President, Medical Education & Research, (iv) System Director, Research; and (v) President, Summa Foundation. Summa Physicians, Inc.: Summa Physicians, Inc. is affiliated with Summa Akron City and St. Thomas Hospitals and only persons approved by Summa Akron City and St. Thomas Hospitals or employed by Summa Akron City and St. Thomas Hospitals or an affiliated entity may serve as a director of Summa Physicians, Inc. Summa Barberton Citizens Hospital: The sole member of Summa Barberton Citizens Hospital is Summa Barberton Wadsworth-Rittman Hospitals, LLC, an Ohio non-profit limited liability company whose sole member is Summa Health System. The sole member elects the Board of Directors of Summa Barberton Citizens Hospital subject to the approval of Summa Health System. The Wadsworth-Rittman Area Hospital Assn: The sole member of The Wadsworth-Rittman Area Hospital Assn is Summa Barberton Wadsworth-Rittman Hospitals, LLC, an Ohio non-profit limited liability company whose sole member is Summa Health System. The sole member elects the Board of Directors of The Wadsworth-Rittman Area Hospital Assn subject to the approval of Summa Health System. Cuyahoga Falls General Hospital: Summa Health System is the sole member of Cuyahoga Falls General Hospital and has the right to elect the Board of Directors of Cuyahoga Falls General Hospital.
Form 990, Page 6, Part VI, Line 7b   Summa Akron City and St. Thomas Hospitals: Summa Health System is the sole member of Summa Akron City and St. Thomas Hospitals. As the sole member, Summa Health System has the power and authority to approve or disapprove of each of the following on behalf of Summa Akron City and St. Thomas Hospitals: (i) Any modifications of the essential nature, purpose, mission or operations of Summa Akron City and St. Thomas Hospitals; (ii) Approval of the Code of Regulations, Bylaws or other constitutive document of Summa Akron City and St. Thomas Hospitals and any corporation or entity controlled by, related or affiliated with Summa Akron City and St. Thomas Hospitals (an "Affiliated Corporation") and any and all amendments thereto; (iii) The adoption of any amendments to the Articles of Incorporation or similar charter or organizational document or agreement and/or any other change in the corporate structure or governance of Summa Akron City and St. Thomas Hospitals or any Affiliated Corporation; (iv) The establishment of qualifications for the selection of Directors, Directors or Managers of Summa Akron City and St. Thomas Hospitals; (v) The appointment or election and removal of members of the governing body of Summa Akron City and St. Thomas Hospitals; (vi)The appointment or election and removal of the President and/or Chief Executive Officer or similar officer of Summa Akron City and St. Thomas Hospitals; (vii) The adoption of annual operating and capital budgets of Summa Akron City and St. Thomas Hospitals; (viii) The adoption of the long range plans of Summa Akron City and St. Thomas Hospitals; (ix) Determinations as to the use and occupancy of any building owned or leased by Summa Akron City and St. Thomas Hospitals; (x) The sale, encumbrance, lease or disposition of real property of Summa Akron City and St. Thomas Hospitals other than in the ordinary course of the operations of Summa Akron City and St. Thomas Hospitals; and (xi) The merger, reorganization, dissolution or other corporate action of a similar nature, including participation in a joint venture, undertaken by Summa Akron City and St. Thomas Hospitals. Summa Akron City and St. Thomas Hospitals Foundation: Summa Akron City and St. Thomas Hospitals is the sole member ("Member") of Summa Akron City and St. Thomas Hospitals Foundation. The following are the matters ("Reserved Powers") which must be submitted to, and receive the approval of both the Board of Directors of Summa Akron City and St. Thomas Hospitals Foundation and the Member: (i) Adoption of the Foundation's annual operating and capital budgets; (ii) Expenditures for (a) non-budgeted items in excess of certain dollar limits set from time to time by the Member and (b) items which are included in the Foundation's annual budgets but which exceed the budgeted amount by an amount in excess of certain dollar limits set from time to time by the Member; (iii) Incurrence, assumption or guarantee of any indebtedness if following the incurrence, assumption, or guarantee of such indebtedness the aggregate amount of all outstanding indebtedness inclurred, assumed or guaranteed by the Foundation which has not been previously approved by the Member exceeds certain dollar limits set from time to time by the Member; (iv) Submission of any certificate of need application with any State or Federal Regulatory Agency; (v) Execution of any contract that calls for the Foundation to expand a sum in excess of certain dollar limits set from time to time by the Member or to provide services with a value in excess of certain dollar limits set from time to time by the Member; (vi) Election of such officers as are required to be elected under this Code of Regulations; (vii) Appointment of the Foundation's auditors and/or accountants; (viii) Adoption of the Foundation's long-range plans and management objective, including the execution of any agreement with consortiums, alliances, etc; (ix) Sale, lease or other disposition of any real or personal property of the Foundation with a value in excess of certain dollar limits to be set from time to time by the Member; (x) Sale, release, dissolution, transfer, exchange, or other disposition of any organization (or of all or substantially all of the assets of such organization) controlled by the Foundation if after such sale, release, dissolution, transfer, exchange or other disposition, such organization (or all or substantially all of the assets of such organization) would no longer be controlled by the Foundation; (xi) Adoption or amendment of the Foundation's Code of Regulations or Articles of Incorporation; (xii) Any other matter which may be specified by the Member or by the Board or required by law.
Form 990, Page 6, Part VI, Line 7b cont.   Summa Foundation: Summa Health System is the sole member ("Member") of Summa Foundation. The following are the matters ("Reserved Powers") which must be submitted to, and receive the approval of both the Board of Directors of Summa and the Member: (i) Any modification of the essential nature, purpose, mission or operations of the Corporation; (ii) Adoption of a Code of Regulations or other constitutive document of the Corporation and any and all amendments thereto; (iii) Adoption of any amendments to the Articles of Incorporation or similar charter or organizational document or agreement and/or any other change in the corporate structure or governance of the Corporation; (iv) Establishment of qualifications for the selection of Directors of the Corporation; (v) Appointment or election and removal of members of the governing body of the Corporation; (vi) Appointment or election and removal of the President and Chief Operating Officer ("President & COO") or similar officer(s) of the Corporation; (vii) Adoption of annual operating and capital budgets of the Corporation; (viii) Expenditures for (a) non budgeted items in excess of certain dollar limits set from time to time by the Member and (b) items which are included in the Corporation's annual budgets but which exceed the budgeted amount by an amount in excess of certain dollar limits set from time to time by the Member; (ix) Incurrence, assumption or guarantee of any indebtedness if, following the incurrence, assumption, or guarantee of such indebtedness, the aggregate amount of all outstanding indebtedness incurred, assumed or guaranteed by the Corporation which has not been previously approved by the Member exceeds certain dollar limits set from time to time by the Member; (x) Execution of any contract that calls for the Corporation to expend a sum in excess of certain dollar limits set from time to time by the Member or to provide services with a value in excess of certain dollar limits set from time to time by the Member; (xi) Adoption of the long range plans of the Corporation; (xii) Determinations as to the use and occupancy of any building owned or leased by the Corporation; (xiii) The purchase, sale, encumbrance, lease or disposition of real property of the Corporation other than in the ordinary course of the operations of the Corporation; and (xiv) The merger, reorganization, dissolution or other corporate action of a similar nature proposed by the Corporation. Summa Physicians, Inc.: N/A Summa Barberton Citizens Hospital: Summa Health System is the sole member of Summa Barberton Wadsworth-Rittman Hospitals, LLC which, in turn, is the sole member of Summa Barberton Citizens Hospital. Summa Health System has the power and authority to approve or disapprove of each of the following on behalf of Summa Barberton Citizens Hospital: (i) Any modification of the essential nature, purpose, mission or operations of Summa Barberton Citizens Hospital; (ii)Approval of the Codes of Regulations, Bylaws or other constitutive document of Summa Barberton Citizens Hospital and any corporation or entity controlled by, related to or affiliated with Summa Barberton Citizens Hospital (an "Affiliated Corporation") and any and all admendments thereto; (iii) The adoption of any amendments to the Articles of Incorporation or similar charter or organizational document or agreement and/or any other change in the corporate structure or governance of Summa Barberton Citizens Hospital or any Affiliated Corporation; (iv) The establishment of qualifications for the selection of Directors, Directors or Managers of Summa Barberton Citizens Hospital; (v) The appointment or election and removal of members of the governing body of Summa Barberton Citizens Hospital; (vi) The appointment or election and removal of the President and/or Chief Executive Officer or similar officer of Summa Barberton Citizens Hospital; (vii) The adoption of annual operating and capital budgets of Summa Barberton Citizens Hospital; (viii) The adoption of the long range plans of Summa Barberton Citizens Hospital; (ix) Determinations as to the use and occupancy of any building owned or leased by Summa Barberton Citizens Hospital; (x) The sale, encumbrance, lease or disposition of real property of Summa Barberton Citizens Hospital other than in the ordinanry course of the operations of Summa Barberton Citizens Hospital; and (xi) The merger, reorganization, dissolution or other corporate action of a similar nature undertaken by Summa Barberton Citizens Hospital. The Wadsworth-Rittman Area Hospital Association: Summa Health System is the sole member of Summa Barberton Wadsworth-Rittman Hospitals, LLC which, in turn, is the sole member of The Wadsworth-Rittman Area Hospital Assn. Summa Health System has the power and authority to approve or disapprove of each of the following on behalf of The Wadsworth-Rittman Area Hospital Assn: (i) Any modification of the essential nature, purpose, mission or operations of The Wadsworth-Rittman Area Hospital Assn; (ii)Approval of the Codes of Regulations, Bylaws or other constitutive document of The Wadsworth-Rittman Area Hospital Assn and any corporation or entity controlled by, related to or affiliated with The Wadsworth-Rittman Area Hospital Assn (an "Affiliated Corporation") and any and all admendments thereto; (iii) The adoption of any amendments to the Articles of Incorporation or similar charter or organizational document or agreement and/or any other change in the corporate structure or governance of The Wadsworth-Rittman Area Hospital Assn or any Affiliated Corporation; (iv) The establishment of qualifications for the selection of Directors, Directors or Managers of The Wadsworth-Rittman Area Hospital Assn; (v) The appointment or election and removal of members of the governing body of The Wadsworth-Rittman Area Hospital Assn; (vi) The appointment or election and removal of the President and/or Chief Executive Officer or similar officer of The Wadsworth-Rittman Area Hospital Assn; (vii) The adoption of annual operating and capital budgets of The Wadsworth-Rittman Area Hospital Assn; (viii) The adoption of the long range plans of The Wadsworth-Rittman Area Hospital Assn; (ix) Determinations as to the use and occupancy of any building owned or leased by The Wadsworth-Rittman Area Hospital Assn; (x) The sale, encumbrance, lease or disposition of real property of The Wadsworth-Rittman Area Hospital Assn other than in the ordinary course of the operations of The Wadsworth-Rittman Area Hospital Assn; and (xi) The merger, reorganization, dissolution or other corporate action of a similar nature undertaken by The Wadsworth-Rittman Area Hospital Assn. Cuyahoga Falls General Hospital: Summa Health System is the sole member of Cuyahoga Falls General Hospital. As the sole member, Summa Health System has the power and authority to approve or disapprove of each of the following on behalf of Cuyahoga Falls General Hospital: (i) Any modification of the essential nature, purpose, mission or operations of Cuyahoga Falls General Hospital; (ii) Approval of the Codes of Regulations, Bylaws or other constitutive document of Cuyahoga Falls General Hospital and any corporation or entity controlled by, related to or affiliated with Cuyahoga Falls General Hospital (an "Affiliated Corporation") and any and all amendments thereto; (iii) The adoption of any amendments to the Articles of Incorporation or similar charter or organizational document or agreement and/or any other change in the corporate structure or governance of Cuyahoga Falls General Hospital or any Affiliated Corporation; (iv) The establishment of qualifications for the selection of Directors, Directors or Managers of Cuyahoga Falls General Hospital; (v) The appointment or election and removal of members of the governing body of Cuyahoga Falls General Hospital; (vi) The appointment or election and removal of the President and/or Chief Executive Officer or similar officer of Cuyahoga Falls General Hospital; (vii) The adoption of annual operating and capital budgets of Cuyahoga Falls General Hospital; (viii) The adoption of the long range plans of Cuyahoga Falls General Hospital; (ix) Determinations as to the use and occupancy of any building owned or leased by Cuyahoga Falls General Hospital; (x) The sale, encumbrance, lease or disposition of real property of Cuyahoga Falls General Hospital other than in the ordinary course of the operations of Cuyahoga Falls General Hospital; and (xi) The merger, reorganization, dissolution or other corporate action of a similar nature undertaken by Cuyahoga Falls General Hospital.
Form 990, Page 6, Part VI, Line 11b   The return was reviewed in detail by a committee consisting of internal and external legal counsel, financial management, and an external auditor. The review committee included the System Vice President, Finance and CFO and the System Vice President, Legal Services and General Counsel. This detailed review occurred in October 2012. Following this review and incorporation of changes recommended by this committee, the return was provided to the Summa Health System Committee on Governance prior to its October 2012 meeting for further review. The Committee on Governance is a standing committee appointed by the Summa Health System Board of Directors and includes members of the Board of Directors. Schedule H of the return was also reviewed by the Summa Health System Community Benefits Committee. After these reviews by the Committee on Governance and the Community Benefits Committee, and prior to filing with the IRS, an email was sent to each voting member of the Boards of Directors. This email included instructions and a link to a password-protected web site on which the entire Form 990 was available for viewing.
Form 990, Page 6, Part VI, Line 12c   Conflict of Interest Process Summary: A Conflict of Interest Questionnaire is sent annually to all Summa Health System entities Boards of Directors, Key Employees, Senior Managers, Medical Directors, Employed Physicians, Contracted Physicians, Administrative Directors, Executive Directors, Department Heads, Managers, Supervisors, and Members of Purchasing Committees for completion. Responses are individually reviewed for determination of potential conflicts. Those responses deemed to present potential conflicts are then presented to the Governance Committee (Sub-Committee of the Summa Health System Board of Directors). The Governance Committee reviews each response that presents a potential conflict and determines whether additional action is required to eliminate or mitigate the potential conflict. this annual conflict of interest questionnaire process is managed by the Corporate Compliance Department pursuant to the Summa Health System Policy on Conflict of Interest as approved by the Summa Health System Board of Directors. In addition to the annual Conflict of Interest Questionnaire, the Conflict of Interest Policy imposes a duty to disclose conflicting interests on an ongoing basis. Disclosure Procedure: Any person with a conflicting interest in any transaction or arrangement is required to disclose the conflicting interest to the Board or committee considering such transaction or arrangement prior to or at the beginning of any meeting at which such transaction or arrangement is under consideration. The person with a conflicting interest is prohibited from using his/her personal influence on the matter but may briefly state his/her position on the transaction or arrangement and answer questions raised by members of the Board or committee. The person with a conflicting interest is prohibited from otherwise participating in the decision and may be required to leave the meeting during the discussion and vote on the transaction or arrangement. In addition, if appropriate, a non-interested person or committee may be appointed to investigate alternatives to the proposed transaction or arrangement. The minutes of Board meetings and committee meetings reflect whether any conflicting interests were disclosed, the nature of the conflicting interests, and the names of persons who were present for discussion and votes relating to the transaction or arrangement.
Form 990, Page 6, Part VI, Line 15   Executive Compensation: The Compensation Committee of the Summa Health System Board of Directors meets at least twice each year to review and approve base compensation and total remuneration for executive staff. Each voting member of the Compensation Committee is an independent director and is not affiliated with management. The Compensation Committee engages outside consulting support to provide independent market data, advice and counsel to the Compensation Committee. For the past two years, the Compensation Committee has used The Hay Group, a nationally recognized consulting firm, to assist their efforts. The Hay Group provides the following services to the Compensation Committee: (a) education of Committee members regarding executive compensation trends and best practices in healthcare organizations; (b) assessment of the market competitiveness and reasonableness of Summa's executive compensation programs including base salary, incentive compensation, core and executive benefits, as well as their alignment with the mission and future performance expectations; (c) written, detailed evaluation of the market reasonableness of Summa's executive compensation and benefits program; and (d) ongoing support and independent advice to the Compensation Committee on matters related to executive compensation. Each year the Compensation Committee reviews and approves the compensation for the following positions: Summa Health System: President & CEO; System Vice President; Finance & CFO; System Vice President, Legal Services & General Counsel; System Vice President, IT&S & CIO; System Vice President, Service Lines, Ambulatory & Ancillary; System Vice President, Planning & Marketing; System Vice President & Chief Nursing Officer; System Vice President, Human Resources; System Vices President, Quality & Medical Affairs; Summa Akron City and St. Thomas Hospitals: President & COO Summa Akron City and St. Thomas Hospitals Foundation: President Summa Barberton Citizens Hospital & The Wadsworth-Rittman Area Hospital Assn: President & COO Summa Physicians, Inc: President SummaCare: President
Form 990, Page 6, Part VI, Line 18   The Forms 990 are available on Summa Health System's website: www.summahealth.org. The Forms 990-T and group exemption application are available upon request.
Form 990, Page 6, Part VI, Line 19   Summa Health System makes its Conflicts of Interest policy available on its website (www.summahealth.org). The Articles of Incorporation of Summa Health System and its related entities are available on the website of the Ohio Secretary of State (www.sos.state.oh.us). The financial statements are available through Electronic Municipal Market Access (www.emma.msrb.org).
Form 990, Page 12, Part XI, Line 5 Other Changes in Net Assets or Fund Balances Accrued Interest 310,232 Prior Year Net Asset Transfer 13,839,077 FASB 106 Post Retirement ( 227,540) Affiliate Liabilities (2,545,000) Write-down on sale of ARIS LLC (3,150,201) Unrealized Losses (5,483,336) Minimum Pension Liability (19,206,878) Other change in Net Assets ( 46,614) ----------- Total change in Net Assets (16,510,260)
Form 990, Page 2, Part III Program Service Accomplishments   Summa Health System 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 System serves more than one million patients each year in comprehensive emergency, acute, critical, outpatient and long-term/homecare settings and represents more than 2,100 registered, inpatient beds on the campuses of Summa Akron City and St. Thomas Hospitals, Summa Barberton Hospital, Summa Wadsworth-Rittman Hospital, Summa Western Reserve Hospital*, Crystal Clinic Orthopaedic Center*, and Robinson Memorial Hospital, an affiliate of Summa Health System.** In addition, outpatient care is provided in more than 16 community health centers and Emergency Departments (EDs), some integrated in the healthcare facilities and some are free standing. *Summa Western Reserve Hospital and *Crystal Clinic Orthopaedic Center are joint ventures in which Summa Health System has an interest, and are referenced in this document for the purpose of indentifying all entities affiliated with Summa Health System. Summa's proportionate interest of these joint ventures' charity care and other community benefits are included below. ** Robinson Memorial Hospital, an affiliate of Summa Health System, is a county hospital. It is referenced in this document only for the purpose of identifying all entities affiliated with Summa Health System. Providing superior, multi-specialty patient care, medical research and continuing medical education, Summa Health System ranks as a highly recognized healthcare provider in several disciplines including: cardiovascular, emergency, oncology, stroke and nursing by prestigious organizations such as: The Society of Chest Pain Centers American College of Surgeons American Heart Association American Stroke Association National Accreditation Program of Breast Centers American Nurses Credentialing Center Premier Healthcare Alliance The Joint Commission Summa Health System is Summit County's largest employer and a leading economic engine for the region Summa Health System includes the following: Summa Akron City and St. Thomas Hospitals: Summa Akron City and St. Thomas Hospitals is a single legal entity that includes two hospital campuses and several off-site locations. Summa Akron City and St. Thomas Hospitals operates both hospital locations as well as the hospital-based off-site locations under the same Medicare provider number. In 2011, Summa Akron City and St. Thomas Hospitals successfully met all requirements outlined by the Joint Commission, resulting in a three-year accreditation. Summa Akron City and St. Thomas Hospitals was also named #1 hospital in the Akron, Ohio, metropolitan area, and considered "high-performing" in eight specialties by U.S. News and World Report. During this period, patient satisfaction improved to the highest level in the history of both hospitals. Combined, Summa Akron City and St. Thomas Hospitals employs more than 5,300 individuals and has a medical staff of more than 1,000 professionals. Together, Summa Akron City and St. Thomas Hospitals has 1,027 registered beds and 69 licensed bassinets. All told, the buildings and facilities on both campuses total 1.7 million square feet. Summa Akron City Hospital: Summa Akron City Hospital offers general medical, surgical, cancer, and critical care services. Summa Akron City Hospital provides acute care services on a campus of approximately 60 acres. The campus is home to specialty health centers offering a wide range of outpatient services, including the Heart & Lung Center/Specialty Health Center, the Jean and Milton Cooper Cancer Center and the Ann and David Brennan Critical Care Center. In 2011, in collaboration with the Akron Area YMCA, Summa successfully opened the University Park YMCA on the campus of Summa Akron City Hospital. Summa St. Thomas Hospital: Summa St. Thomas Hospital offers general medical, surgical, and critical care services. Summa St. Thomas Hospital 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. The hospital opened the nation's first alcoholism treatment ward and continues its longstanding dedication to this program today. Summa Barberton Hospital: Summa Barberton Hospital is a 500,000 square foot acute care teaching hospital located on nearly 16 acres. The Summa Barberton Hospital campus is located approximately 10 miles southwest of Akron, Ohio. Summa Barberton Hospital employs more than 1,300 employees and approximately 400 medical staff. It has 311 registered adult beds and 16 available bassinets and in 2011, successfully completed triennial accreditation activities with the Joint Commission Survey, resulting in three-year accreditation. Summa Barberton Hospital also broke ground on a new $17.3 million expansion that involves a new emergency department, new dining area and a conference center. The Wadsworth-Rittman Area Hospital Association: The Wadsworth-Rittman Area Hospital Association is a 200,000 square foot acute care community hospital located on approximately 38 acres. An acute care facility and winner of The Joint Commission's Gold Seal of Approval, The Wadsworth-Rittman Area Hospital Association is located approximately 20 miles west of Akron, Ohio. The Wadsworth-Rittman Area Hospital Association has 98 registered beds, employs more than 450 employees, and has a medical staff of more than 320 professionals. In 2011, it successfully completed triennial accreditation activities with the Joint Commission Survey, resulting in three-year accreditation. The Wadsworth-Rittman Area Hospital Association doubled the size of their ICU to eight beds and moved the unit to a new, larger location. In surgical services they have added three new operating room suites, which became operational in November 2011. CHARITY CARE: In 2011, Summa Health System provided charity care at an estimated net cost of nearly $11.7 million. This amount represented the net cost associated with providing the care and does not include bad debt. Patients with incomes up to 200% 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 charity care assistance. In addition, there is a sliding scale discount program for those with incomes between 200% and 400% of the federal poverty income guidelines. In 2011, the charity care program (including Hospital Care Assurance Program) benefitted nearly 83,000 patient encounters. Medicaid Shortfall: Ohio Medicaid reimbursements historically 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 System's unpaid costs for Medicaid totaled more than $27.5 million. Bad Debt: Summa Health System is committed to providing quality and accessible healthcare. This includes covering the expenses of payments that were expected but not received. While Summa Health System recognizes bad debt is part of the cost 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 System provides to the community without full reimbursement. In 2011, the cost for providing care written off as bad debt was nearly $22.2 million. Community Health Improvement Services: An important part of Summa Health System's mission is offering a prevention and wellness program to build a healthier community. In 2011, Summa Health System provided approximately $1.1 million to help fund health improvement activities such as free and low-cost health screenings, health education services and wellness programming. Subsidized Health Services: Summa Health System 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 Center for Senior Health, Care Center for patients with HIV or AIDS, Developing Options for Violent Emergencies (DOVE) program for crisis services and diabetes education are offered, even though they are not profitable. Income from other services is used to cover these costs. In 2011, the cost for subsidized services was more than $24.9 million.
Form 990, Page 2, Part III, continued   Financial and In-kind Donations: Annually, Summa Health System contributes financial assistance and in-kind services to support community organizations that promote health, wellness, and an improved quality of life. From the local chapters of national groups such as United Way, Alzheimer's Association, the American Heart Association and Relay for Life, to Akron Community Health Resources (Akron's only federally-funded health center) Summa Health System participates in numerous community programs and helps other nonprofits fulfill their missions. In 2011, these contributions exceeded $1.7 million. Research: Summa Health System's quality medical care is derived in part from its ability to translate results from carefully planned and executed research into effective patient care strategies. Research and innovation is an integral focus of the academic and clinical environment at Summa Health System and helps set the highest standards for medical care in the community. Summa Health System's reputation for excellence in such critical specialties as cardiology, diabetes, emergency services, orthopaedics, oncology, senior health, surgery, and women's health continues to grow through research and innovation. Summa Health System invested more than $5.1 million in research in 2011. In addition to support from Summa Foundation, major research programs are supported by grants from the National Institutes of Health, the Department of Defense and industry sponsors. Approximately $3.9 million in research funding was awarded during the year. In 2011, 400 clinical research protocols were conducted at Summa Health System, with a growing research agenda in patient-centered outcomes research. Inventions by Summa employees have led to six provisional patents being processed for filing, and three pending utility patents. Education: Summa Health System supports the education of physicians and other healthcare professionals. Summa Akron City and St. Thomas Hospitals is the largest of the major teaching affiliates of the Northeast 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 offers 17 accredited residency training programs in numerous specialties, training the next generation of primary care and specialty physicians for our region and beyond. Nursing education is also offered in collaboration with our local university partners. In 2011, 246 residents and fellows trained at Summa's three main hospitals. On average, more than 40% of these residents remain in our local and surrounding communities. Summa's 2011 investment in health professions education totaled more than $18.8 million. The work of Summa's internal medicine residency program, directed at improving the quality and safety of patient care as part of the ACGME's Educational Innovation Project, was presented at two national meetings and published in the Journal of Graduate Medical Education. In addition, Summa has expanded the size and scope of the medical simulation center in support of Summa's commitment to quality and safety, and approved the development of two new fellowship training programs, one in medical simulation and one in emergency medical services. Summa Health System is one of five founding medical and educational institutions responsible for the creation of the Austen BioInnovation Institute in Akron (ABIA), a unique collaboration that expands upon the region's rich legacy in industrial and materials science to pioneer the next generation of life enhancing and life saving innovations. Health System Services: Following is a description of Summa Health System's notable accomplishments by primary service lines in 2011: Behavioral Health: The Summa Center for Behavioral Health offers a wide range of psychiatric and medical treatment services and provides a full continuum of care for patients with behavioral health needs. In 2011, Summa Akron City and St. Thomas Hospitals became a community Medicaid provider for ambulatory chemical dependency services to retain patients within Summa Health System for treatment. Behavioral Health established an on-call psychiatrist at Summa Barberton Hospital. Ambulatory chemical dependency services were relocated to Stark County to work more collaboratively with Aultman Hospital and AultCare as a provider of chemical dependency services for their patients. Cancer Care: Summa Health System holds one of the highest ratings by the American College of Surgeons Commission on Cancer, having received in 2011 a three-year accreditation with "Commendation". The Cancer Center has successfully coordinated a non-insured patient drug replacement program, eRecovery, between pharmacy and oncology services and has yielded System drug savings of more than $400,000 and a patient savings of more than $1.4 million (at hospital charges) in 2011. Cardiovascular: Summa Cardiovascular Institute at Summa Health System provides testing and treatment for cardiovascular issues affecting the heart and vascular systems. In 2011, Summa opened the Heart Failure Clinic on the campus of Summa Akron City Hospital and Summa Anticoagulation Management Services (SAMS), in collaboration with the pharmacy. Emergency Services: Summa Akron City Hospital has been verified a Level I trauma center since 1998 and Robinson Memorial Hospital, an affiliate of Summa Health System, has been verified a Level III trauma center since 2003. During 2011, the services available were expanded with the addition of the new emergency department at Summa Health Center at Lake Medina. Further progress was attained in the construction of the new emergency departments at Summa Akron City Hospital and Summa Health Center at Green (both opening in 2012.) Orthopaedics: In 2011, Summa Health System, through its joint venture Crystal Clinic Orthopaedic Center, increased its market share to 48.1 percent from 46.6 percent in nine regional market areas. Financial performance was improved through system-wide implant cost containment, uniform vendor contracts, and system-wide uniform payer contract renewals. Post Acute and Senior Services: Summa Health System's The Bridge to Home transitional RN model expanded in 2011 to cover six System hospitals and Mercy Medical Center. "It's My Health", a nursing model combining patient centered care and transitional care, received the Magnet "Best New Knowledge Innovations Award" at the ANCC National Magnet Conference in 2011. Women's Health: Summa Health System provides patient-centered care for women through unique programs include the Pelvic Pain Specialty Center and urogynecological/ incontinence care from the Institute for Minimally Invasive Therapeutics. During 2011, Women's Health achieved or exceeded the benchmarks set in the Ohio Hospital Compare core measures. Summary: Although reimbursement for services rendered is critical to the operations and stability of Summa Health System, not all individuals possess the ability to purchase essential medical services. Summa Health System 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 program. 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 2011, Summa Health System provided charity care to the indigent (including unreimbursed Medicaid) at the net cost of more than $39.2 million. This amount does not include services provided and written off as bad debt. In addition to uncompensated medical care, Summa Health System provided wellness programs, community education programs and special programs for the elderly, handicapped, and medically underserved. Summa Health System also operated a variety of broad community support activities. Many of these programs were offered at a reduced price or provided to the community free of charge. Summa Health System 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 System'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 consisted of persons who are broadly representative of the community and medical staff.
Form 990, Page 2, Part III continued   Summa Physicians Inc. (SPI): Summa Physicians Inc. (SPI) is a Summa Health System entity comprised of multi-specialty physicians and practices. SPI employs more than 275 physicians and 730 support staff in more than 30 specialties and sub-specialties. SPI promotes strong affiliation and employment of physicians to ensure community and hospital needs for physician services are met. In 2011, Summa Physicians Inc. hired 32 physicians. SPI has made significant improvement in health risk assessments, and a total of 1,262 have been completed in 2011, leading to better documentation of care provided to Medicare patients and enhanced reimbursement. SPI implemented the electronic medical record system across 132 providers and 51 practice sites. A total of 63 physicians attested for "Meaningful Use" achieving an average incentive of $14,444 each, which aids in care coordination and integration. Summa Akron City & St. Thomas Hospitals Foundation and Summa Foundation: Through philanthropy, Summa Akron City & St. Thomas Hospitals Foundation and Summa Foundation support medical education, research, technology, and clinical innovation. Encompassing fundraising, resource development, community benefit, diversity and government relations, Summa Akron City & Summa St. Thomas Hospitals Foundation and Summa Foundation work to develop new, diversified and increased resources and build relationships that influence health policy to advance the regional priorities of Summa Health System. Development: The Foundations' development department offers a spectrum of philanthropic options for donors designed to create a positive impact on Summa Health System's operations, programs, projects and perceptions and to affect positive change in the communities Summa Health System serves. Development houses the grant and proposal development offices created to identify the resources and expertise of external and internal partners to generate funding for research, education and clinical and system projects. Contributions to the Summa Akron City & St. Thomas Hospitals Foundation in 2011 exceeded $4.2M, including private and public sector support and the value of partnerships and collaborative efforts. 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 System. Community benefit and diversity provide wellness and educational tools, facilitate economic development programs, develop community partnerships, communicate Summa Health System'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 System as a credible leader and partner in the health policy planning process. This department collaborates with the system development team to best position Summa education, research and clinical innovation priorities with public sector funding opportunities. The Office of Government Relations worked with the Ohio Hospital Association to advocate for a revised Franchise Fee formula. As a result, Summa gained $4.5 million over the next biennium period.
Form 990, Schedule K, Part V   Rider 1 (for Series 2004 Bonds): Part I, Line A(c)-CUSIP number of Series 2004 Bonds The CUSIP number assigned to the final maturity of the Series 2004A Bonds is 009730 LT7. The CUSIP number assigned to the final maturity of the Series 2004B Bonds is 009730 LU4. Note: The Series 2004A Bonds and the Series 2004B Bonds are treated as a single issue of bonds for federal tax purposes. Rider 2 (for Series 2004 Bonds): Part I, Line A(f)-Description of purpose of Series 2004 Bonds The purposes of the Series 2004A Bonds were to (1) construct and equip a critical care pavilion, (2) construct and equip other hospital facilities, (3) refund prior issues with the following issue dates: (a) July 1, 1999, (b) July 28, 1994, and (c) March 12, 2002, (4) fund a debt service reserve for the issue, and (5) pay issuance costs. The purposes of the Series 2004B Bonds were to (1) construct and equip a critical care pavilion, (2) construct and equip other hospital facilities, (3) refund prior issues with the following issue dates: (a) December 22, 1992 and (b) June 10, 1993, (4) pay the initial costs of a liquidity facility, and (5) pay issuance costs. Note: The Series 2004A Bonds and the Series 2004B Bonds are treated as a single issue of bonds for federal tax purposes. Rider 3 (for Series 2004 Bonds): Part IV, Column A, Line 4b-Name of Provider of GIC for the Series 2004 Bonds Series 2004A Bonds Project Fund GIC - Financial Security Assurance Debt Service Reserve Fund GIC - Merrill Lynch Capital Services, Inc. Series 2004B Bonds Aegon/Transamerica Rider 4 (for Series 2004 Bonds): Part IV, Column A, Line 4c-Term of GIC for the Series 2004 Bonds Series 2004A Bonds Project Fund GIC - 3.1 years Debt Service Reserve Fund GIC - 30.4 years Series 2004B Bonds 3.1 years Rider 5 (for Series 2006 Bonds): Part I, Line B(c)-CUSIP number of the Series 2006 Bonds The CUSIP number assigned to the final maturity of the Series 2006 Bonds is 86605 VAE9. Rider 6 (for Series 2006 Bonds): Part I, Line B(f)-Description of purpose of the Series 2006 Bonds The purposes of the Series 2006 Bonds were to (1) acquire a project site for and construct and equip a wellness institute, and (2) pay issuance costs. Rider 7 (for Series 2006 Bonds): Part IV, Column B, Line 3b-Name of Provider of Hedge for the Series 2006 Bonds Huntington National Bank Rider 8 (for Series 2006 Bonds): Part IV, Column B, Line 3c-Term of Hedge for the Series 2006 Bonds 30 years Rider 9 (for Series 2010 Bonds): Part I, Line C(c)-CUSIP number of the Series 2010 Bonds The CUSIP number assigned to the final maturity of the Series 2010 Bonds is 67756A Y89. Rider 10 (for Series 2010 Bonds): Part I, Line C(f)-Description of purpose of the Series 2010 Bonds The purposes of the Series 2010 Bonds were to (1) currently refund a taxable loan to Summa Barberton citizens Hospital under a line of credit, the proceeds of which were used to acquire hospital facilities, (2) currently refund a taxable loan to Summa Akron City and St. Thomas Hospitals, the proceeds of which were used for certain capital expenditures, (3) construct and equip hospital facilities, (4) acquire, construct, and equip parking facilities, nursing facilities, administrative facilities, ambulatory care facilities, and medical equipment, and (5) pay issuance costs. Rider 11 (for Series 2010 Bonds): Part IV, Column C, Line 4b-Name of Provider of GIC for the Series 2010 Bonds Morgan Stanley & Company Incorporated Rider 12 (for Series 2010 Bonds): Part IV, Column C, Line 4c-Term of GIC for the Series 2010 Bonds 2.2 years
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2011

Additional Data


Software ID:  
Software Version:  
SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" to Form 990, Part IV, line 33, 34, 35, 36, or 37.
MediumBulletAttach to Form 990. MediumBullet See separate instructions.

OMB No. 1545-0047
2011
Open to Public Inspection
Name of the organization
Summa Health System Group Return
 
Employer identification number

90-0640432
Part I
Identification of Disregarded Entities (Complete if the organization answered "Yes" on Form 990, Part IV, line 33.)
(a)
Name, address, and EIN of disregarded entity


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Total income
(e)
End-of-year assets


 		(f)
Direct controlling
entity







(1) Summa Enterprise Group LLC
525 East Market Street
Akron,OH44304
03-0507853 		Consulting OH 2,405,075 12,548,583 SACSTH
 
(2) Summa Enterprise Group Properties LLC
525 East Market Street
Akron,OH44304
55-0837372 		Real Estate OH 445,782 122,495 SEG
 
(3) Akron Endoscopy ASC LLC
525 East Market Street
Akron,OH44309
62-1865245 		prof.med.svcs OH 0 20,000 sacsth
 






Part II
Identification of Related Tax-Exempt Organizations (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.)
(a)
Name, address, and EIN of related organization


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Exempt Code section
(e)
Public charity status
(if section 501(c)(3))

 		(f)
Direct controlling
entity

 		(g)
Section 512(b)(13) controlled organization
Yes No
(1) St Thomas Medical Center Women's Board

444 North Main Street

Akron,OH44310
34-6576575 		Support OH 3 11-I SACSTH
 
 
No












For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2011
Schedule R (Form 990) 2011
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.)
(a)
Name, address, and EIN of
related organization



 		(b)
Primary activity




 		(c)
Legal
domicile
(state or foreign
country)


 		(d)
Direct controlling
entity



 		(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




 		(g)
Share of end-of-year
assets



 		(h)
Disproprtionate allocations?




 		(i)
Code V—UBI
amount in box 20 of
Schedule K-1
(Form 1065)
 		(j)
General or
managing
partner?



 		(k)
Percentage
ownership
Yes No Yes No
(1) Ohio Sleep Disorders Center

130 West Exchange Street
Akron,OH44302
34-1872278 		Office Physic OH SACSTH & SBH
  		related 0 25,000   No 0 Yes   66.670 %
(2) Summa Rehab Hospital LLC

4550 Lena Drive
Mechanicsburg,PA17055
27-1952573 		Rehab Hospita OH SACSTH
  		Related 0 0   No 0 Yes   52.000 %
(3) Aris Teleradiology LLC

5655 Hudson Drive
Hudson,OH44236
41-2233156 		Radiology Svcs OH SACSTH
  		Unrelated 8,920,259 0   No 49,521 Yes   65.000 %








Part IV
Identification of Related Organizations Taxable as a Corporation or Trust (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.)
(a)
Name, address, and EIN of related organization



 		(b)
Primary activity



 		(c)
Legal domicile
(state or
foreign
country)
 		(d)
Direct controlling
entity


 		(e)
Type of entity
(C corp, S corp,
or trust)

 		(f)
Share of total income



 		(g)
Share of
end-of-year
assets

 		(h)
Percentage
ownership
(1) Ohio Health Choice Inc
525 East Market Street
Akron,OH443041619
34-1895396 		PPO OH NA
  		C Corp      
(2) Summa Insurance Company Inc
10 North Main Street
Akron,OH44308
34-1809108 		Prop/Cas. Ins OH NA
  		C Corp      
(3) SHS Corp
525 East Market Street
Akron,OH443041619
34-1515252 		Mgmt Services OH NA
  		C Corp      
(4) Wadsworth-Rittman Hosp PSC
195 Wadsworth Road
Wadsworth,OH442819504
01-0842997 		Prof. Med. Sv OH NA
  		C Corp      
(5) Middlebury Assurance Company
PO Box 1051 KY1-1102
Grand Cayman,Cayman Islands  
CJ
98-0405096 		Self Insuranc CJ NA
  		Foreign Corp      
(6) SummaCare Inc
525 East Market Street
Akron,OH44309
34-1726655 		Insurance OH NA
  		C Corp      
(7) Health Care Center Physicians Inc
525 East Market Street
Akron,OH443041619
34-1692767 		Inactive OH NA
  		C Corp      
(8) Summa Accountable Care Organization
525 East Market Street
Akron,OH44304
27-3857055 		Contracting OH NA
  		C Corp      
(9) Aris Teleradiology Holdings Inc
5655 Hudson Drive
Hudson,OH44236
45-3697866 		Radiology Svcs DE SACSTH
  		C Corp 640,703 5,324,366 57.900 %
Schedule R (Form 990) 2011
Schedule R (Form 990) 2011
Page 3
Part V
Transactions With Related Organizations (Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35, 35A, or 36.)
Note. Complete line 1 if any entity is listed in Parts II, III or IV.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest (ii) annuities (iii) royalties (iv) rent from a controlled entity . . . . . . . . . . . . . . . . . . . . . . .
1a
Yes
 
b Gift, grant, or capital contribution to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1b
Yes
 
c Gift, grant, or capital contribution from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1c
Yes
 
d Loans or loan guarantees to or for related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1d
 
No
e Loans or loan guarantees by related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1e
 
No
f Sale of assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1f
 
No
g Purchase of assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1g
 
No
h Exchange of assets with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1h
 
No
i Lease of facilities, equipment, or other assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1i
Yes
 
j Lease of facilities, equipment, or other assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . .
1j
Yes
 
k Performance of services or membership or fundraising solicitations for related organization(s) . . . . . . . . . . . . . . . . . . . .
1k
Yes
 
l Performance of services or membership or fundraising solicitations by related organization(s) . . . . . . . . . . . . . . . . . . . .
1l
Yes
 
m Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) . . . . . . . . . . . . . . . . . . . . .
1m
 
No
n Sharing of paid employees with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1n
 
No
o Reimbursement paid to related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1o
Yes
 
p Reimbursement paid by related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1p
Yes
 
q Other transfer of cash or property to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1q
 
No
r Other transfer of cash or property from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1r
 
No
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of other organization 		(b)
Transaction
type(a-r) 		(c)
Amount involved 		(d)
Method of determining amount involved
(1) ARIS Teleradiology LLC

 a 152,546 FMV
(2) Summa Akron City & St Thomas Hospital

 b 363,361 FMV
(3) Summa Akron City & St Thomas Hosp Foundation

 c 363,361 FMV
(4) Summa Physicians Inc

 i 169,583 FMV
(5) Summa Physicians Inc

 i 131,058 FMV
(6) Summa Health System

 j 722,582 FMV
(7) Summa Barberton Citizens Hospital

 j 169,583 FMV
(8) The Wadsworth-Rittman Area Hospital Assn

 j 131,058 FMV
(9) Summa Akron City & St Thomas Hospital

 k 43,354,417 FMV
(10) Summa Barberton Citizens Hospital

 k 7,237,055 FMV
(11) The Wadsworth-Rittman Area Hospital Assn

 k 2,158,993 FMV
(12) Summa Health System

 l 866,690 FMV
(13) Summa Health System

 l 103,992 FMV
(14) Summa Health System

 l 83,208 FMV
(15) Summa Health System

 l 532,644 FMV
(16) Summa Physicians Inc

 l 43,354,417 FMV
(17) Summa Physicians Inc

 l 7,237,055 FMV
(18) Summa Physicians Inc

 l 2,158,993 FMV
(19) Summa Akron City & St Thomas Hospital

 o 6,574,899 FMV
(20) Summa Insurance Company Inc

 o 71,346,904 FMV
(21) Summa Insurance Company Inc

 o 9,737,438 FMV
(22) Summa Insurance Company Inc

 o 12,247,456 FMV
(23) Summa Insurance Company Inc

 o 4,292,883 FMV
(24) Middlebury Assurance Company

 o 4,702,729 FMV
(25) Summa Akron City & St Thomas Hospital

 o 2,768,791 FMV
(26) Summa Barberton Citizens Hospital

 o 716,023 FMV
(27) The Wadsworth-Rittman Area Hospital Assn

 o 317,500 FMV
(28) Summa Physicians Inc

 o 1,017,759 FMV
(29) Summa Akron City & St Thomas Hospital

 o 687,807 FMV
(30) Summa Physicians Inc

 o 216,474 FMV
(31) The Wadsworth-Rittman Area Hospital Assn

 o 139,697 FMV
(32) Summa Barberton Citizens Hospital

 o 82,568 FMV
(33) Summa Akron City & St Thomas Hospital

 o 616,799 FMV
(34) Summa Physicians Inc

 o 122,542 FMV
(35) Summa Akron City & St Thomas Hosp Foundation

 p 6,574,899 FMV
(36) Summa Physicians Inc

 p 2,768,791 FMV
(37) Summa Akron City & St Thomas Hospital

 p 716,023 FMV
(38) Summa Akron City & St Thomas Hospital

 p 317,500 FMV
(39) Summa Akron City & St Thomas Hospital

 p 1,017,759 FMV
(40) Summa Barberton Citizens Hospital

 p 687,807 FMV
(41) Summa Barberton Citizens Hospital

 p 216,474 FMV
(42) Summa Barberton Citizens Hospital

 p 139,697 FMV
(43) The Wadsworth-Rittman Area Hospital Assn

 p 82,568 FMV
(44) The Wadsworth-Rittman Area Hospital Assn

 p 616,799 FMV
(45) The Wadsworth-Rittman Area Hospital Assn

 p 122,542 FMV
Schedule R (Form 990) 2011
Schedule R (Form 990) 2011
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership (Complete if the organization answered "Yes" on Form 990, Part IV, line 37.)
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity 		(b)
Primary activity 		(c)
Legal domicile
(state or foreign
country) 		(d)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(e)
Are all
partners
section
501(c)(3)
organizations? 		(f)
Share of total income




 		(g)
Share of
end-of-year
assets 		(h)
Disproprtionate allocations? 		(i)
Code V—UBI
amount in box
20 of Schedule K-1
(Form 1065) 		(j)
General or
managing
partner? 		(k)
Percentage
ownership
Yes No Yes No Yes No
(1) Crystal Clinic Orthopaedic Center LLC

3925 Embassy Parkway 250Akron,OH44333
26-1130649 		Ortho. Hospital OH Related
 
No
 47,931,829 19,040,136
 
No
 0
 
No
 49.500 %
(2) Summa Western Reserve Hospital LLC

1900 23rd StreetCuyahoga Falls,OH44223
26-3536780 		Hospital OH Related
 
No
 38,820,800 9,823,746
 
No
 0
 
No
 40.000 %




























Schedule R (Form 990) 2011
Schedule R (Form 990) 2011
Page 5
Part VII
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule R (see instructions).
Identifier Return Reference Explanation
Additional Data


Software ID:  
Software Version: