TY 2014 Form 990

(A) Name and Title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)	(E) Reportable compensation from related organizations (W- 2/1099-MISC)
(1) THOMAS CLARK DIRECTOR/CHAIR SF	4.00 .......................0	X	X	0	0	0
(2) DANIEL FINELLI MD DIRECTOR/VICE CHAIR SHS, SBH, WRH	4.00 .......................2.00	X	X	0	0	0
(3) ROBERT A GERBERRY DIR SPI, SECTY SHS, SBH, WRH & GENERAL COUNSEL	4.00 .......................46.00	X	X	0	190,386	5,140
(4) RUSSELL GREGORY DIRECTOR/VICE CHAIR SHS, SBH, WRH (End 8/14)	2.00 .......................2.00	X	X	0	0	0
(5) SCOTT HONNOLD DIRECTOR/TREAS SF	2.00 .......................0	X	X	0	0	0
(6) THOMAS KNOLL DIRECTOR/CHAIR SHS, SBH, WRH	4.00 .......................46.00	X	X	0	116,210	0
(7) WILLIAM A POWEL III DIR SPI, SECTY SHS, SBH, WRH & GEN COUNSEL (end 11/14)	4.00 .......................46.00	X	X	0	1,199,700	64,853
(8) MONA SARKAR DIRECTOR/SECTY SF	2.00 .......................0	X	X	0	0	0
(9) THOMAS J STRAUSS DIR SF, SYSTEM PRES/CEO (END 12/14)	4.00 .......................46.00	X	X	0	4,104,922	122,274
(10) STEPHEN WILT DIRECTOR/VICE CHAIR SF	2.00 .......................0	X	X	0	0	0
(11) KEN BABBY DIRECTOR SF	2.00 .......................0	X		0	0	0
(12) SUSAN BAKER DIRECTOR SHS, SBH, WRH	2.00 .......................0	X		0	0	0
(13) DANIELLE BARRAN DIRECTOR SF	2.00 .......................0	X		0	0	0
(14) WILLIAM BAUMAN MD DIRECTOR SHS, SBH, WRH, SPI	50.00 .......................0	X		657,388	0	18,979
(15) JULIA BIANCHI DIRECTOR SF	2.00 .......................0	X		0	0	0
(16) JASON BUTTERWORTH DIRECTOR SF	2.00 .......................0	X		0	0	0
(17) CANDACE CAMPBELL-JACKSON DIRECTOR SHS, SBH, WRH	2.00 .......................0	X		0	0	0

(A) Name and Title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)	(E) Reportable compensation from related organizations (W- 2/1099-MISC)	(F) Estimated amount of other compensation from the organization and related organizations
(18) GEORGE DAVERIO JR DIRECTOR SF	2.00 .......................0	X					0	0	0
(19) ROBERT DEBSKI MD DIRECTOR SHS, SBH, WRH	50.00 .......................0	X					358,870	0	9,764
(20) R JAMES DOM DERA MD DIRECTOR SHS, SBH, WRH	2.00 .......................12.00	X					300	65,000	0
(21) C GORDON EWERS DIRECTOR SF	2.00 .......................0	X					0	0	0
(22) STEVEN GAICH MD DIRECTOR SPI	50.00 .......................0	X					348,135	0	10,999
(23) SAMIR GIBARA DIRECTOR SF	2.00 .......................0	X					0	0	0
(24) MARK GOLDFARB DIRECTOR SF	2.00 .......................0	X					0	0	0
(25) IRIS HARVEY DIRECTOR SF	2.00 .......................0	X					0	0	0
(26) ROBERT HEMPHILL MD DIRECTOR SF	2.00 .......................0	X					0	0	0
(27) MARY ANN JACKSON DIRECTOR SF	2.00 .......................0	X					0	0	0
(28) PHILIP KAUFMANN DIRECTOR SF	2.00 .......................0	X					0	0	0
(29) JOSEPH KOENIG MD DIRECTOR SPI	50.00 .......................0	X					777,028	0	18,762
(30) MARK KROHN DIRECTOR SF	2.00 .......................0	X					0	0	0
(31) DAVID LIEBERTH DIRECTOR SHS, SBH, WRH	2.00 .......................2.00	X					0	0	0
(32) HITESH MAKKAR MD DIRECTOR SHS, SBH, WRH	2.00 .......................0	X					0	29,585	0
(33) DALE MURPHY MD DIRECTOR SPI (END 6/14)	50.00 .......................0	X					337,815	0	3,966
(34) VIVIAN CELESTE NEAL DIRECTOR SHS, SBH, WRH (End 11/14)	2.00 .......................0	X					0	0	0
(35) CHARLES PARSONS DIRECTOR SHS, SBH, WRH	2.00 .......................0	X					0	0	0
(36) MARTIN PAUL DIRECTOR SHS, SBH, WRH (End 1/14)	2.00 .......................1.00	X					0	0	0
(37) JONATHON PAVLOFF DIRECTOR SF	2.00 .......................0	X					0	0	0
(38) KATHLEEN RAYNOR DIRECTOR SF	2.00 .......................0	X					0	0	0
(39) ERIK STEELE DO DIRECTOR SHS, SBH, WRH, SYSTEM CMO	46.00 .......................4.00	X					0	724,281	23,472
(40) GEORGE STRICKLER DIRECTOR SF	2.00 .......................0	X					0	0	0
(41) SUSAN TAFT DIRECTOR SHS, SBH, WRH	2.00 .......................0	X					0	0	0
(42) PAUL TESTA DIRECTOR SF	2.00 .......................0	X					0	0	0
(43) SCOTT WEINER MD DIRECTOR SHS, SBH, WRH	50.00 .......................0	X					792,864	0	21,334
(44) CHARLES ALDERSON CFO, SBH & WRH (END 5/14)	50.00 .......................0		X				277,168	0	11,301
(45) THOMAS DEBORD PRESIDENT SBH & WRH (END 4/14)	50.00 .......................0		X				557,476	0	15,041
(46) BRIAN DERRICK TREAS SHS, SBH, WRH & SYSTEM CFO	4.00 .......................46.00		X				0	813,681	61,887
(47) PHYLIS FERRARA PRESIDENT & CDO, SF	50.00 .......................0		X				395,076	0	11,953
(48) THOMAS MALONE MD PRESIDENT, SHS, SBH, WRH	46.00 .......................4.00		X				0	766,092	8,747
(49) JAY WILLIAMSON MD PRESIDENT, SPI	50.00 .......................0		X				360,745	0	12,192
(50) BRYAN FREDERICKS COO, SPI (END 8/14)	50.00 .......................0			X			378,318	0	13,221
(51) KATHLEEN JOBE CNO, SBH, WRH	46.00 .......................4.00			X			241,733	0	12,465
(52) JOSEPH P MYERS MD CMO, SBH, WRH	50.00 .......................0			X			365,131	0	14,535
(53) JASON NIEHAUS SVP HOSPITAL OPS & SITE ADMINISTRATION	50.00 .......................0			X			361,432	0	41,006
(54) THOMAS P O'NEILL CFO, SHS	46.00 .......................4.00			X			0	496,651	34,058
(55) MARY WARD Senior VP, Chief nursing officer	46.00 .......................4.00			X			0	596,134	51,032
(56) JOSEPH ZARCONI MD SYSTEM VP, MED ED & CHIEF ACADEMIC OFFICER	50.00 .......................0			X			590,168	0	53,675
(57) MARK POZSGAY DO BARIATRIC SURGERY	50.00 .......................0				X		1,179,119	0	19,182
(58) JOHN ZOGRAFAKIS MD BARIATRIC SURGERY	50.00 .......................0				X		1,150,041	0	20,144
(59) ADRIAN DAN MD BARIATRIC SURGERY	50.00 .......................0				X		944,537	0	22,127
(60) ERIC MILLER MD ORTHOPAEDIC SURGERY	50.00 .......................0				X		905,152	0	6,075
(61) JOEL PORTER MD COLORECTAL SURGERY	50.00 .......................0				X		577,561	0	10,400
(62) ROBERT D HARRIGAN FORMER OFFICER	0.00 .......................0.00					X	0	1,172,059	5,833
(63) ALFRED G KIOUS MD FORMER OFFICER	0.00 .......................0					X	424,271	0	2,091
(64) STEVE SCHMIDT FORMER OFFICER	0.00 .......................0					X	350,566	0	9,040

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 domestic organizations and domestic governments. See Part IV, line 21 ....	279,773	279,773
2	Grants and other assistance to domestic individuals. See Part IV, line 22 ....	74,420	74,420
3	Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16 ............
4	Benefits paid to or for members ....
5	Compensation of current officers, directors, trustees, and key employees ....	7,068,840	5,930,757	1,138,083
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ....	499,082	499,082
7	Other salaries and wages ....	378,564,064	316,083,657	60,750,681	1,729,726
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	6,378,480	5,351,545	1,026,935
9	Other employee benefits .......	40,353,961	33,616,673	6,450,875	286,413
10	Payroll taxes ...........	24,163,875	20,273,491	3,890,384
11	Fees for services (non-employees):
a	Management ......	2,816,572	2,363,104	453,468
b	Legal .........	1,744		1,744
c	Accounting ...........	260,265		260,265
d	Lobbying ...........	24,535		24,535
e	Professional fundraising services. See Part IV, line 17
f	Investment management fees ......	2,597		2,597
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) ....	263,181,337	140,429,345	122,675,762	76,230
12	Advertising and promotion ....	487,238	386,709	74,208	26,321
13	Office expenses .......	15,993,983	13,141,525	2,521,794	330,664
14	Information technology ......	5,516,259	4,611,885	884,998	19,376
15	Royalties ..
16	Occupancy ...........	24,255,173	20,350,090	3,905,083
17	Travel ............	1,413,491	1,175,376	225,549	12,566
18	Payments of travel or entertainment expenses for any federal, state, or local public officials ......
19	Conferences, conventions, and meetings ....	1,656,228	1,389,575	266,653
20	Interest ...........	17,651,973	14,810,005	2,841,968
21	Payments to affiliates .......
22	Depreciation, depletion, and amortization .....	44,912,203	37,681,338	7,230,865
23	Insurance ..............	6,639,720	5,570,725	1,068,995
24	Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a	Medical Supplies	149,925,542	149,925,542
b	Licenses, dues, memberships	2,915,676	2,446,252	469,424
c	Taxes	1,552,072	1,302,188	249,884
d	Recruitment	53,298	44,717	8,581
e	All other expenses	2,558,137	2,114,864	405,832	37,441
25	Total functional expenses. Add lines 1 through 24e	999,200,538	779,852,638	216,829,163	2,518,737
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 if following SOP 98-2 (ASC 958-720).

Part X Balance Sheet Check if Schedule O contains a response or note to any line in this Part X ..............
	1	Cash–non-interest-bearing .............	60,183	1	72,162
2	Savings and temporary cash investments .........	190,532,021	2	322,575,306
3	Pledges and grants receivable, net ...........	6,995,713	3	9,308,859
4	Accounts receivable, net .............	175,269,983	4	159,136,952
5	Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of Schedule L ..................
			5
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L
			6
7	Notes and loans receivable, net .............	24,277,038	7	15,155,310
8	Inventories for sale or use ..............	10,793,973	8	10,757,612
9	Prepaid expenses and deferred charges ..........	9,388,108	9	6,462,851
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	1,159,056,120
b	Less: accumulated depreciation .....	10b	733,013,103	426,884,049	10c	426,043,017
11	Investments—publicly traded securities ..........	270,068,608	11	135,242,113
12	Investments—other securities. See Part IV, line 11 .....	9,386,412	12	11,806,000
13	Investments—program-related. See Part IV, line 11 .....	30,770,383	13	34,220,043
14	Intangible assets ...............	2,462,688	14	2,345,714
15	Other assets. See Part IV, line 11 ...........	65,070,652	15	32,672,941
16	Total assets. Add lines 1 through 15 (must equal line 34)......	1,221,959,811	16	1,165,798,880
	17	Accounts payable and accrued expenses .........	79,128,980	17	106,690,047
18	Grants payable .................		18
19	Deferred revenue ................	2,374,731	19	1,762,007
20	Tax-exempt bond liabilities .............	343,097,418	20	348,796,530
21	Escrow or custodial account liability. Complete Part IV of Schedule D..		21
22	Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
	persons. Complete Part II of Schedule L..........		22
23	Secured mortgages and notes payable to unrelated third parties ..	17,859,615	23	16,861,900
24	Unsecured notes and loans payable to unrelated third parties ....		24
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....................	193,686,420	25	213,444,064
26	Total liabilities. Add lines 17 through 25.........	636,147,164	26	687,554,548
		Organizations that follow SFAS 117 (ASC 958), check here and complete lines 27 through 29, and lines 33 and 34.
27	Unrestricted net assets ..............	538,731,106	27	429,271,710
28	Temporarily restricted net assets ...........	29,111,026	28	28,611,311
29	Permanently restricted net assets ...........	17,970,515	29	20,361,311
	Organizations that do not follow SFAS 117 (ASC 958), check here 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 ...........	585,812,647	33	478,244,332
34	Total liabilities and net assets/fund balances ........	1,221,959,811	34	1,165,798,880

- TIN:

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.
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Attach to Form 990 or Form 990-EZ.
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Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047

2014

Open to Public
Inspection

Name of the organization

Summa Health 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.)

A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i).

A school described in section 170(b)(1)(A)(ii). (Attach Schedule E.)

A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).

A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state:

An organization operated for the benefit of a college or university owned or operated by a governmental unit described in

section 170(b)(1)(A)(iv). (Complete Part II.)

A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).

An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.)

A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)

An organization that normally receives: (1) more than 331/3% of its support from contributions, membership fees, and gross

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.)

An organization organized and operated exclusively to test for public safety. See section 509(a)(4).

An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box in lines 11a through 11d that describes the type of supporting organization and complete lines 11e, 11f, and 11g.

Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B.

Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C.

Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E.

Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V.

Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization.

Enter the number of supported organizations ............................. 3

Provide the following information about the supported organization(s).

(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 listed in your governing document?		(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)
(i)Name of supported organization	(ii) EIN		Yes	No	(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)
(A) Summa Health System	340714755	3	Yes		0	0
(B) Summa Barberton Citizens Hospital	261375072	3		No	0	0
(C) The Wadsworth-Rittman Area Hospital Association	346549371	3		No	0	0
Total 3					0

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990EZ.

Cat. No. 11285F

Schedule A (Form 990 or 990-EZ) 2014

Page 2

Part II

Support Schedule for Organizations Described in Sections 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) 2010	(b) 2011	(c) 2012	(d) 2013	(e) 2014	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") ....	6,941,569	5,638,036	5,122,826	7,808,474	8,525,120	34,036,025
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	6,941,569	5,638,036	5,122,826	7,808,474	8,525,120	34,036,025
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)..						1,251,485
6	Public support. Subtract line 5 from line 4.						32,784,540

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2010	(b) 2011	(c) 2012	(d) 2013	(e) 2014	(f) Total
7	Amounts from line 4..	6,941,569	5,638,036	5,122,826	7,808,474	8,525,120	34,036,025
8	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...	1,494,312	1,752,613	1,814,584	1,047,164	236,286	6,344,959
9	Net income from unrelated business activities, whether or not the business is regularly carried on..
10	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..	0	0	0	0	0	0
11	Total support Add lines 7 through 10.						40,380,984

Gross receipts from related activities, etc. (see instructions) ..................

8,069,018

First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here........................................ right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2014 (line 6, column (f) divided by line 11, column (f)) .........

81.19 %

Public support percentage for 2013 Schedule A, Part II, line 14 ...............

77.74 %

16a

33 1/3% support test—2014. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization ....................... right arrow

33 1/3% support test—2013. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow

17a

10%-facts-and-circumstances test—2014. If the organization did not check a box on line 13, 16a, or 16b, and line 14
is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain
in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported
organization ..................................................... right arrow

10%-facts-and-circumstances test—2013. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line
15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here.
Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly
supported organization ................................................ right arrow

Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow

Schedule A (Form 990 or 990-EZ) 2014

Page 3

Part III

Support Schedule for Organizations Described in Section 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) 2010	(b) 2011	(c) 2012	(d) 2013	(e) 2014	(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) 2010	(b) 2011	(c) 2012	(d) 2013	(e) 2014	(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 VI.) ..
13	Total support. (Add lines 9, 10c, 11, and 12.)..

First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization,
check this box and stop here............................................. right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2014 (line 8, column (f) divided by line 13, column (f)) .........

Public support percentage from 2013 Schedule A, Part III, line 15 ...............

Section D. Computation of Investment Income Percentage

Investment income percentage for 2014 (line 10c, column (f) divided by line 13, column (f)) ......

Investment income percentage from 2013 Schedule A, Part III, line 17 .............

19a

33 1/3% support tests—2014. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow

33 1/3% support tests—2013. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization .... right arrow

Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow

Schedule A (Form 990 or 990-EZ) 2014

Page 4

Part IV

Supporting Organizations

(Complete only if you checked a box on line 11 of Part I. If you checked 11a of Part I, complete Sections A and B. If you checked 11b of Part I, complete Sections A and C. If you checked 11c of Part I, complete Sections A, D, and E. If you checked 11d of Part I, complete Sections A and D, and complete Part V.)

Section A. All Supporting Organizations

Yes

Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.

Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).

Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer (b) and (c) below.

Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.

Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.

Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked 11a or 11b in Part I, answer (b) and (c) below.

Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations....

Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.

Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer (b) and (c) below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed, (ii) the reasons for each such action, (iii) the authority under the organization's organizing document authorizing such action, and (iv) how the action was accomplished (such as by amendment to the organizing document).

Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?

Substitutions only. Was the substitution the result of an event beyond the organization's control?

Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (a) its supported organizations; (b) individuals that are part of the charitable class benefited by one or more of its supported organizations; or (c) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.

Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in IRC 4958(c)(3)(C)), a family member of a substantial contributor, or a 35-percent controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990) .

Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If “Yes,” complete Part II of Schedule L (Form 990).

Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.

Did one or more disqualified persons (as defined in line 9(a)) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.

Did a disqualified person (as defined in line 9(a)) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.

10a

Was the organization subject to the excess business holdings rules of IRC 4943 because of IRC 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer b below.

10a

Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).

10b

Has the organization accepted a gift or contribution from any of the following persons?

A person who directly or indirectly controls, either alone or together with persons described in (b) and (c) below, the governing body of a supported organization?

11a

A family member of a person described in (a) above?

11b

A 35% controlled entity of a person described in (a) or (b) above? If “Yes” to a, b, or c, provide detail in Part VI.

11c

Schedule A (Form 990 or 990-EZ) 2014

Page 5

Part IV

Supporting Organizations (continued)

Section B. Type I Supporting Organizations

Yes

Did the directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.

Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.

Section C. Type II Supporting Organizations

Yes

Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).

Section D. All Type III Supporting Organizations

Yes

Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (1) a written notice describing the type and amount of support provided during the prior tax year, (2) a copy of the Form 990 that was most recently filed as of the date of notification, and (3) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?

Yes

Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).

Yes

By reason of the relationship described in (2), did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.

Section E. Type III Functionally-Integrated Supporting Organizations

Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):

The organization satisfied the Activities Test. Complete line 2 below.

The organization is the parent of each of its supported organizations. Complete line 3 below.

The organization supported a governmental entity. Describe in Part VI how you supported a government entity (see instructions)

Activities Test. Answer (a) and (b) below.

Yes

Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.

Yes

Did the activities described in (a) constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.

Yes

Parent of Supported Organizations. Answer (a) and (b) below.

Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations? Provide details in Part VI.

Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI the role played by the organization in this regard.

Schedule A (Form 990 or 990-EZ) 2014

Page 6

Part V – Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations

1. Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970. See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.

	Section A - Adjusted Net Income		(A) Prior Year	(B) Current Year (optional)
1	Net short-term capital gain	1
2	Recoveries of prior-year distributions	2
3	Other gross income (see instructions)	3
4	Add lines 1 through 3	4
5	Depreciation and depletion	5
6	Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions)	6
7	Other expenses (see instructions)	7
8	Adjusted Net Income (subtract lines 5, 6 and 7 from line 4)	8

	Section B - Minimum Asset Amount		(A) Prior Year	(B) Current Year (optional)
1	Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year):	1
a	Average monthly value of securities	1a
b	Average monthly cash balances	1b
c	Fair market value of other non-exempt-use assets	1c
d	Total (add lines 1a, 1b, and 1c)	1d
e	Discount claimed for blockage or other factors (explain in detail in Part VI):
2	Acquisition indebtedness applicable to non-exempt use assets	2
3	Subtract line 2 from line 1d	3
4	Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions).	4
5	Net value of non-exempt-use assets (subtract line 4 from line 3)	5
6	Multiply line 5 by .035	6
7	Recoveries of prior-year distributions	7
8	Minimum Asset Amount (add line 7 to line 6)	8

	Section C - Distributable Amount		Current Year
1	Adjusted net income for prior year (from Section A, line 8, Column A)	1
2	Enter 85% of line 1	2
3	Minimum asset amount for prior year (from Section B, line 8, Column A)	3
4	Enter greater of line 2 or line 3	4
5	Income tax imposed in prior year	5
6	Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions)	6
7	Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)

Schedule A (Form 990 or 990-EZ) 2014

Page 7

Section D - Distributions		Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity
3 Administrative expenses paid to accomplish exempt purposes of supported organizations
4 Amounts paid to acquire exempt-use assets
5 Qualified set-aside amounts (prior IRS approval required)
6 Other distributions (describe in Part VI). See instructions
7Total annual distributions. Add lines 1 through 6.
8 Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions
9 Distributable amount for 2014 from Section C, line 6
10 Line 8 amount divided by Line 9 amount

Section E - Distribution Allocations (see instructions)		(i) Excess Distributions	(ii) Underdistributions Pre-2014	(iii) Distributable Amount for 2014
1 Distributable amount for 2014 from Section C, line 6
2 Underdistributions, if any, for years prior to 2014 (reasonable cause required--see instructions)
3 Excess distributions carryover, if any, to 2014:
a From 2009.......X
b From 2010.......X
c From 2011.......X
d From 2012.......X
e From 2013.......
fTotal of lines 3a through e
g Applied to underdistributions of prior years
h Applied to 2014 distributable amount
i Carryover from 2009 not applied (see instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from 3f.
4Distributions for 2014 from Section D, line 7:
$
a Applied to underdistributions of prior years
b Applied to 2014 distributable amount
c Remainder. Subtract lines 4a and 4b from 4.
5 Remaining underdistributions for years prior to 2014, if any. Subtract lines 3g and 4a from line 2 (if amount greater than zero, see instructions)
6 Remaining underdistributions for 2014. Subtract lines 3h and 4b from line 1 (if amount greater than zero, see instructions)
7 Excess distributions carryover to 2015. Add lines 3j and 4c.
8 Breakdown of line 7:
a From 2010.......X
b From 2011.......X
c From 2012.......X
d From 2013.......
e From 2014.......

Schedule A (Form 990 or 990-EZ) (2014)

Schedule A (Form 990 or 990-EZ) 2014

Page 8

Part VI

Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).

Facts And Circumstances Test

Return Reference	Explanation
Schedule A, Part IV, Section A, Line 1 Supported Orgs Listed By Name	Summa Health System is designated as a supported organization by name in the Articles of Incorporation. An historic and continuing relationship of support exists between Summa Physicians, Inc. and the other two supported hospitals listed on Part I Line 11g .
Schedule A, Part IV, Section E, Line 2a Org. Activities Directly Further The Exempt Purposes	Summa Physicians , Inc. (SPI) promotes the stronger affiliation and employment of physicians to ensure the supported hospitals listed in Part I Line 11G meet community and hospital needs for physician services, and also develops physician coverage in new markets. SPI directors and officers serve as directors and officers on the boards of the supported organizations, ensuring responsiveness. SPI's program service accomplishments include hospital-based practices, mission-based practices, and strategic-based practices, all based exclusively in the identified supported hospitals and constituting substantially all of SPI's activities.
Schedule A, Part IV, Section E, Line 2b Activities That One Or More Supp. Org. Engaged In	But for SPI's work to ensure a strong affiliation and employment of physicians to ensure the supported hospitals listed in Part I Line 11G meet community and hospital needs for physician services, the important relationships between the three supported hospitals and their physicians would have to be managed by each hospital individually.

Schedule A (Form 990 or 990-EZ) 2014

Additional Data

Software ID:	14000329
Software Version:	2014v1.0

- TIN:

Schedule B
(Form 990, 990-EZ,
or 990-PF)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.

Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047

2014

Name of the organization

Summa Health Group Return

Employer identification number

90-0640432

Organization type (check one):

Filers of:

Section:

Form 990 or 990-EZ

501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation

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

For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or
property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.

Special Rules

For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33¹/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Do not complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... 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 its Form 990PF, Part I, line 2, 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) (2014)

Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

Page 2

Name of organization Summa Health Group Return

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	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

Page 3

Name of organization Summa Health Group Return

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) (2014)

Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

Page 4

Name of organization
Summa Health Group Return

Employer identification number

90-0640432

Part III

Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10)
that total more than $1,000 for the year from any one contributor. 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

(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

(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

(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

(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) (2014)

Additional Data

Software ID:	14000329
Software Version:	2014v1.0

- TIN:

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

Information about Schedule C (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047

2014

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) (see separate instructions) or Form 990-EZ, Part V, line 35c (Proxy Tax) (see separate instructions), then
Round Bullet

Section 501(c)(4), (5), or (6) organizations: Complete Part III.

Name of the organization

Summa Health 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.

Provide a description of the organization’s direct and indirect political campaign activities in Part IV.

Political expenditures .................................... SchCMd Bullet

Volunteer hours ........................................

Part I-B

Complete if the organization is exempt under section 501(c)(3).

Enter the amount of any excise tax incurred by the organization under section 4955 ......... SchCMd Bullet

Enter the amount of any excise tax incurred by organization managers under section 4955 ...... SchCMd Bullet

If the organization incurred a section 4955 tax, did it file Form 4720 for this year? ..............

Yes No

Was a correction made? .........................................

Yes No

If "Yes," describe in Part IV.

Part I-C

Complete if the organization is exempt under section 501(c), except section 501(c)(3).

Enter the amount directly expended by the filing organization for section 527 exempt function activities SchCMd Bullet

Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ................................... SchCMd Bullet

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

Did the filing organization file Form 1120-POL for this year? ..........................

Yes No

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 Paperwork Reduction Act Notice, see the instructions for Form 990 or 990-EZ.

Cat. No. 50084S

Schedule C (Form 990 or 990-EZ) 2014

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 SchCMd Bullet

if the filing organization belongs to an affiliated group (and list in Part IV each affiliated group member's name, address, EIN, expenses, and share of excess lobbying expenditures).
B Check SchCMd Bullet

if the filing organization checked box A and "limited control" provisions apply.

Limits on Lobbying Expenditures (The term "expenditures" means amounts paid or incurred.)		(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? ......................................	Yes No

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 separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
	Calendar year (or fiscal year beginning in)	(a) 2011	(b) 2012	(c) 2013	(d) 2014	(e) Total

2a	Lobbying nontaxable 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) 2014

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

(b)

Amount

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:

Volunteers? .........................................

Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ....

Media advertisements? ....................................

Mailings to members, legislators, or the public? .........................

Publications, or published or broadcast statements? .......................

Grants to other organizations for lobbying purposes? .......................

Yes

24,535

Direct contact with legislators, their staffs, government officials, or a legislative body? ........

Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ......

Other activities? ..........................

Total. Add lines 1c through 1i ...............................

24,535

Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....

If "Yes," enter the amount of any tax incurred under section 4912 .................

If "Yes," enter the amount of any tax incurred by organization managers under section 4912 .....

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

Were substantially all (90% or more) dues received nondeductible by members? ................

Did the organization make only in-house lobbying expenditures of $2,000 or less? ................

Did the organization agree to carry over lobbying and political expenditures from the prior year? ..........

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."

Dues, assessments and similar amounts from members .....................

Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political
expenses for which the section 527(f) tax was paid).

Current year .........................................

Carryover from last year ....................................

Total ............................................

Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .

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? ................................

Taxable amount of lobbying and political expenditures (see instructions) ..............

Part IV

Supplemental Information

Provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part II-A (affiliated group list); Part II-A, lines 1 and 2 (see instructions), and Part ll-B, line 1. Also, complete this part for any additional information.

Return Reference	Explanation
Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY	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) 2014

Additional Data

Software ID:	14000329
Software Version:	2014v1.0

- TIN:

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

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.
Information about Schedule D (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047

2014

Open to Public Inspection

Name of the organization

Summa Health 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 value of contributions to (during year)
3	Aggregate value of grants from (during year)
4	Aggregate value at end of year ........

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? ............

Yes No

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? ...................................

Yes No

Part II

Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.

Purpose(s) of conservation easements held by the organization (check all that apply).

Preservation of land for public use (e.g., recreation or education) Preservation of an historically important land area

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

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.


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

Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the tax year SchDMd Bullet

Number of states where property subject to conservation easement is located SchDMd Bullet

Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................

Yes No

Staff and volunteer hours devoted to monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet

Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet

Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .......................................

Yes No

In Part XIII, 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.

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 XIII, the text of the footnote to its financial statements that describes these items.

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)

Revenue included in Form 990, Part VIII, line 1 ........................ SchDMd Bullet

(ii)

Assets included in Form 990, Part X .............................. SchDMd Bullet

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:

Revenue included in Form 990, Part VIII, line 1 .......................... SchDMd Bullet

Assets included in Form 990, Part X ............................... SchDMd Bullet

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 52283D

Schedule D (Form 990) 2014

Page 2

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)

Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):

Public exhibition

Loan or exchange programs

Scholarly research

Other

Preservation for future generations

Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.

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?........

Yes No

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.

Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................

Yes No

If "Yes," explain the arrangement in Part XIII and complete the following table:


c	Beginning balance .................................	1c
d	Additions during the year ..............................	1d
e	Distributions during the year .............................	1e
f	Ending balance ...................................	1f

Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability?

Yes No

If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII .......

Part V

Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.

		(a)Current year	(b)Prior year	b (c)Two years back	(d)Three years back	(e)Four years back
1a	Beginning of year balance ....	17,564,267	16,730,854	15,896,470	15,633,841	13,145,135
b	Contributions ........	1,927,170	70,706	347,618	113,108	2,481,326
c	Net investment earnings, gains, and losses	474,998	762,707	486,766	149,521	7,380
d	Grants or scholarships .....
e	Other expenditures for facilities and programs ........
f	Administrative expenses ....
g	End of year balance ......	19,966,435	17,564,267	16,730,854	15,896,470	15,633,841

Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:

Board designated or quasi-endowment SchDMd Bullet

0 %

Permanent endowment SchDMd Bullet

100 %

Temporarily restricted endowment SchDMd Bullet

0 %

The percentages in lines 2a, 2b, and 2c should equal 100%.

Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes

(i) unrelated organizations ........................

3a(i)

(ii) related organizations ........................

3a(ii)

If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........

Describe in Part XIII the intended uses of the organization's endowment funds.

Part VI

Land, Buildings, and Equipment. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11a. See Form 990, Part X, line 10.

Description of property		(b)Cost or other basis (other)	(c) Accumulated depreciation	(d) Book value
1a	Land .................	68,866,660		68,866,660
b	Buildings ................	619,871,688	386,214,881	233,656,807
c	Leasehold improvements ............	3,792,745	2,358,267	1,434,478
d	Equipment ................	438,184,166	326,556,370	111,627,796
e	Other .................	28,340,861	17,883,585	10,457,276
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......				426,043,017

Schedule D (Form 990) 2014

Page 3

Part VII

InvestmentsOther Securities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11b. 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.)

Part VIII

InvestmentsProgram Related. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11c. See Form 990, Part X, line 13.

(a) Description of investment		(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.)

Part IX

Other Assets. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11d. See Form 990, Part X, line 15.

(a) Description				(b) Book value









Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........

Part X

Other Liabilities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.

1.(a) Description of liability		(b) Book value
Federal income taxes
Lease Escalation Liability		267,397
Capital Lease Obligations		42,201,489
Asset Retirement Obligation FI		2,496,880
Interest Rate Swap		13,122,444
Post Retirement Benefits		1,160,261
Contingent Liabilities		1,124,370
Malpractice Liability		13,420,301
Unsecured Payables		134,952,661
Purchase Option Liability		4,698,261
Other Obligations		0
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)		213,444,064
2. Liability for uncertain tax positions. In Part XIII, 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 (ASC 740). Check here if the text of the footnote has been provided in Part XIII

Schedule D (Form 990) 2014

Page 4

Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
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 (losses) on investments ....	2a
b	Donated services and use of facilities .........	2b
c	Recoveries of prior year grants ...........	2c
d	Other (Describe in Part XIII.) ............	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 XIII.) ...........	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 XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
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 XIII.) ............	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 XIII.) ............	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 XIII

Supplemental Information

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, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.

Return Reference

Explanation

Schedule D, Part V, Line 4 Intended uses of endowment funds

Endowment funds provide income to be used to fulfill the tax-exempt purposes of Summa Foundation.

Schedule D, Part X, Line 2 FIN 48 (ASC 740) 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 ("SIC"), together with affiliates of Summa Health System 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 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 participating subsidiaries. SIC is not subject to state income taxes and 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. The system recognizes interest income, interest expense, and penalties related to uncertain tax positions with the provision for income tax.

Schedule D (Form 990) 2014

Additional Data

Software ID:	14000329
Software Version:	2014v1.0

- TIN:

SCHEDULE F(Form 990)

Department of the Treasury
Internal Revenue Service

Statement of Activities Outside the United States

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

Information about Schedule F (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047

2014

Open to Public Inspection

Name of the organization
Summa Health 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.

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? ...........................

Yes

For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other assistance outside the United States.

Activites per Region. (The following Part I, line 3 table can be duplicated if additional space is needed.)

(a) Region		(b) Number of offices in the region	(c) Number of employees, agents, and independent contractors in region	(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 and investments in region
	Central America and the Caribbean	1		Program Services	Self Insurance	11,539,048
	Central America and the Caribbean	0		Investments		273,422















3a	Sub-total .....	1	0			11,812,470
b	Total from continuation sheets to Part I ...	0	0			0
c	Totals (add lines 3a and 3b)	1	0			11,812,470

For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2014

Schedule F (Form 990) 2014

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. Part II can be duplicated if additional space is needed.

1 (a) Name of organization		(b) IRS code section and EIN (if applicable)	(a)(c) Region	(b)(d) Purpose of grant	(e) Amount of cash grant	(f) Manner of cash disbursement	(g) Amount of non-cash assistance	(h) Description of non-cash assistance	(i) Method of valuation (book, FMV, appraisal, other)

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

Enter total number of other organizations or entities ....................... MediumBullet

Schedule F (Form 990) 2014

Schedule F (Form 990) 2014Page 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.

Part III can be duplicated 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) 2014

Page 4

Part IV

Foreign Forms

Schedule F (Form 990) 2014

Page 5

Part V

Supplemental Information
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).

ReturnReference	Explanation
Schedule F, Part I, Line 3(f) Expenditures	Insurance Premiums Paid $11,539,048

Schedule F (Form 990) 2014

Additional Data

Software ID:	14000329
Software Version:	2014v1.0

- TIN:

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 arrow

Attach to Form 990 or Form 990-EZ.
right arrow

Information about Schedule G (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047

2014

Open to Public Inspection

Name of the organization
Summa Health Group Return

Employer identification number

90-0640432

Part I

Fundraising Activities. Complete if the organization answered "Yes" to Form 990, Part IV, line 17. Form 990-EZ

filers are not required to complete this part.

Indicate whether the organization raised funds through any of the following activities. Check all that apply.

a	Mail solicitations	e	Solicitation of non-government grants
b	Internet and email solicitations	f	Solicitation of government grants
c	Phone solicitations	g	Special fundraising events
d	In-person solicitations

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?

Yes

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.

(i) Name and address of individual or entity (fundraiser)	(iii) Did fundraiser have custody or control of contributions?
	Yes	No










Total .................

List all states in which the organization is registered or licensed to solicit contributions or has been notified it is exempt from registration or licensing.

For Paperwork Reduction Act Notice, see the Instructions for Form 990or 990-EZ.

Cat. No. 50083H

Schedule G (Form 990 or 990-EZ) 2014

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 of fundraising event contributions and gross income on Form 990-EZ, lines 1 and 6b. List events with gross receipts greater than $5,000.

		(a) Event #1 Gala (event type)	(b) Event #2 Golf Outing (event type)	(c) Other events 2 (total number)	(d) Total events (add col. (a) through col. (c))
1	Gross receipts . . .	948,379	212,450	60,352	1,221,181
2	Less: Contributions . .	875,088	173,750	45,462	1,094,300
3	Gross income (line 1 minus line 2) . . .	73,291	38,700	14,890	126,881
4	Cash prizes . . .
5	Noncash prizes . .		11,393		11,393
6	Rent/facility costs . .	90,446	653	2,440	93,539
7	Food and beverages .	117,002	25,214	21,290	163,506
8	Entertainment . . .	43,045	41,269	3,095	87,409
9	Other direct expenses .	118,073	15,064	15,590	148,727
10	Direct expense summary. Add lines 4 through 9 in column (d) ...........				504,574
11	Net income summary. Subtract line 10 from line 3, column (d)...........				-377,693

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.

(a) Bingo

(b) Pull tabs/Instant
bingo/progressive bingo

(c) Other gaming

(d) Total gaming (add col.(a) through col.(c))

Gross revenue . . . .

Cash prizes . . . .

Non-cash prizes . . .

Rent/facility costs . . .

Other direct expenses . .

Volunteer labor . . .

	Yes %
	No

	Yes %
	No

	Yes %
	No

Direct expense summary. Add lines 2 through 5 in column (d) ........... right arrow

Net gaming income summary. Subtract line 7 from line 1, column (d) ......... right arrow

Enter the state(s) in which the organization conducts gaming activities:

Is the organization licensed to conduct gaming activities in each of these states? ............

YesNo

If "No," explain:

10a

Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? .....

YesNo

If "Yes," explain:

Schedule G (Form 990 or 990-EZ) 2014

Page 3

Does the organization conduct gaming activities with nonmembers? .................

YesNo

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? ..........................

YesNo

Indicate the percentage of gaming activities conducted in:

The organization's facility ......................

13a

An outside facility ........................

13b

Enter the name and address of the person who prepares the organization's gaming/special events books and records:

Name

Address

15a

Does the organization have a contract with a third party from whom the organization receives gaming

revenue? ......................................

YesNo

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

If "Yes," enter name and address of the third party:

Name

Address

Gaming manager information:

Name

Gaming manager compensation right arrow

Description of services provided right arrow

Director/officer Employee Independent contractor

Mandatory distributions:

Is the organization required under state law to make charitable distributions from the gaming proceeds to

retain the state gaming license? ............................

YesNo

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

Supplemental Information. Provide the explanations required by Part I, line 2b, columns (iii) and (v), and Part III, lines 9, 9b, 10b, 15b, 15c, 16, and 17b, as applicable. Also provide any additional information (see instructions).

Return Reference	Explanation

Schedule G (Form 990 or 990-EZ) 2014

Additional Data

Software ID:	14000329
Software Version:	2014v1.0

- TIN:

SCHEDULE H (Form 990)

Department of the TreasuryInternal Revenue Service

Hospitals

Complete if the organization answered "Yes" to Form 990, Part IV, question 20.
MediumBullet

Attach to Form 990.
MediumBullet

Information about Schedule H (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047

2014

Open to Public Inspection

Name of the organization

Summa Health Group Return

Employer identification number

90-0640432

Part I

Financial Assistance and Certain Other Community Benefits at Cost

Yes

Did the organization have a financial assistance policy during the tax year? If "No," skip to question 6a ...

Yes

If "Yes," was it a written policy? .......................

Yes

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.

Applied uniformly to all hospital facilities Applied uniformly to most hospital facilities Generally tailored to individual hospital facilities

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.

Did the organization use Federal Poverty Guidelines (FPG) as a factor in determining eligibility for providing free care?

If "Yes," indicate which of the following was the FPG family income limit for eligibility for free care:

Yes

100% 150% 200% Other %

Did the organization use FPG as a factor in determining eligibility for providing discounted care? If "Yes," indicate

which of the following was the family income limit for eligibility for discounted care: .........

Yes

200% 250% 300% 350% 400% Other %

If the organization used factors other than FPG in determining eligibility, describe in Part VI the criteria used 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, as a factor in determining eligibility for free or discounted care.

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"? ..............

Yes

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

Yes

If "Yes," did the organization's financial assistance expenses exceed the budgeted amount? ......

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? ..............

Did the organization prepare a community benefit report during the tax year? ..........

Yes

If "Yes," did the organization make it available to the public? ..............

Yes

Complete the following table using the worksheets provided in the Schedule H instructions. Do not submit these worksheets with the Schedule H.

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) ..			10,164,695	4,101,329	6,063,366	0.61 %
b	Medicaid (from Worksheet 3, column a) ....			149,050,198	143,675,017	5,375,181	0.54 %
c	Costs of other means-tested government programs (from Worksheet 3, column b) .					0	0 %
d	Total Financial Assistance and Means-Tested Government Programs .	0	0	159,214,893	147,776,346	11,438,547	1.14 %
Other Benefits				1,217,388	2,470	1,214,918	0.12 %
e	Community health improvement services and community benefit operations (from Worksheet 4) ..			1,217,388	2,470	1,214,918	0.12 %
f	Health professions education (from Worksheet 5) ..			34,930,876	12,057,655	22,873,221	2.29 %
g	Subsidized health services (from Worksheet 6) ..			24,099,600		24,099,600	2.41 %
h	Research (from Worksheet 7)			8,209,362	1,742,494	6,466,868	0.65 %
i	Cash and in-kind contributions for community benefit (from Worksheet 8)			1,038,832	113,959	924,873	0.09 %
j	Total. Other Benefits ..	0	0	69,496,058	13,916,578	55,579,480	5.56 %
k	Total. Add lines 7d and 7j .	0	0	228,710,951	161,692,924	67,018,027	6.71 %

For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 50192T Schedule H (Form 990) 2014

Schedule H (Form 990) 2014

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
2	Economic development
3	Community support
4	Environmental improvements
5	Leadership development and training for community members
6	Coalition building
7	Community health improvement advocacy
8	Workforce development
9	Other
10	Total

Part III

Bad Debt, Medicare, & Collection Practices

Section A. Bad Debt Expense

Yes

Did the organization report bad debt expense in accordance with Heathcare Financial Management Association Statement No. 15? ..........................

Yes

Enter the amount of the organization's bad debt expense. Explain in Part VI the methodology used by the organization to estimate this amount. ......

24,156,835

Enter the estimated amount of the organization's bad debt expense attributable to patients eligible under the organization's financial assistance policy. Explain in Part VI the methodology used by the organization to estimate this amount and the rationale, if any, for including this portion of bad debt as community benefit. ......

Provide in Part VI the text of the footnote to the organization’s financial statements that describes bad debt expense or the page number on which this footnote is contained in the attached financial statements.

Section B. Medicare

Enter total revenue received from Medicare (including DSH and IME).....

206,264,692

Enter Medicare allowable costs of care relating to payments on line 5.....

188,718,748

Subtract line 6 from line 5. This is the surplus (or shortfall)........

17,545,944

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:

Cost accounting system Cost to charge ratio Other

Section C. Collection Practices

Did the organization have a written debt collection policy during the tax year? ..........

Yes

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.......................

Yes

Part IV

Management Companies and Joint Ventures(owned 10% or more by officers, directors, trustees, key employees, and physicians—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 Center LLC	Orthopaedic Service	49.65 %	0 %	50.35 %
2Summa Western Reserve Hospital LLC	General Hospital	40 %	0 %	60 %
3Ohio Sleep Disorders LLC	Sleep Medicine	66.67 %	0 %	33.33 %
4Digestive Health Center LLC	Digestive Disease	5 %	0 %	44 %
5Medina-Summit ASC LLC	Ambulatory Surgery Center	20 %	0 %	70 %
6
7
8
9
10
11
12
13

Schedule H (Form 990) 2014

Page

Part VFacility Information

Section A. Hospital Facilities (list in order of size from largest to smallest—see instructions) How many hospital facilities did the organization operate during the tax year?6 Name, address, primary website address, and state license number (and if a group return, the name and EIN of the subordinate hospital organization that operates the hospital facility)							Other (describe)	Facility reporting group
1	Summa Health System 525 East Market Street Akron,OH44304 www.summahealth.org 1275	X	X	X	X	X		1
2	Summa Barberton Citizens Hospital 155 Fifth Street NE Akron,OH44203 www.summahealth.org 1280	X	X	X	X	X		1
3	The Wadsworth-Rittman Area Hospital 195 Wadsworth Road Wadsworth,OH44281 www.summahealth.org	X	X	X		X		1
4	Summa Western Reserve Hospital LLC 1900 23rd Street Cuyahoga Falls,OH44223 www.westernreservehospital.org 1280	X	X	X		X		1
5	Crystal Clinic Orthopaedic Center LLC 444 North Main Street Akron,OH44310 www.crystalclinic.com 1484	X	X	X				2
6	Summa Rehab Hospital LLC 29 North Adams Street Akron,OH44304 www.summarehabhospital.com 1503	X		X			Rehabilitation	3

Schedule H (Form 990) 2014

Page

Part VFacility Information (continued)

Section B. Facility Policies and Practices

(Complete a separate Section B for each of the hospital facilities or facility reporting groups listed in Part V, Section A)

	1
Name of hospital facility or letter of facility reporting group

Line number of hospital facility, or line numbers of hospital facilities in a facility
reporting group (from Part V, Section A):

Yes

Community Health Needs Assessment

Was the hospital facility first licensed, registered, or similarly recognized by a State as a hospital facility in the current tax year or the immediately preceding tax year?.......................

Was the hospital facility acquired or placed into service as a tax-exempt hospital in the current tax year or the immediately preceding tax year? If “Yes,” provide details of the acquisition in Section C..........

During the tax year or either of the two immediately preceding tax years, did the hospital facility conduct a community health needs assessment (CHNA)? If "No," skip to line 12....................

Yes

If "Yes," indicate what the CHNA report describes (check all that apply):

A definition of the community served by the hospital facility

Demographics of the community

Existing health care facilities and resources within the community that are available to respond to the health needs of the community

How data was obtained

The significant health needs of the community

Primary and chronic disease needs and other health issues of uninsured persons, low-income persons, and minority groups

The process for identifying and prioritizing community health needs and services to meet the community health needs

The process for consulting with persons representing the community’s interests

Information gaps that limit the hospital facility’s ability to assess the community’s health needs

Other (describe in Section C)

Indicate the tax year the hospital facility last conducted a CHNA: 20 13

In conducting its most recent CHNA, did the hospital facility take into account input from persons who represent the broad interests of the community served by the hospital facility, including those with special knowledge of or expertise in public health? If "Yes," describe in Section C how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted .................

Yes

Was the hospital facility’s CHNA conducted with one or more other hospital facilities? If "Yes," list the other hospital facilities in Section C................................

Yes

Was the hospital facility’s CHNA conducted with one or more organizations other than hospital facilities?” If “Yes,” list the other organizations in Section C. ............................

Yes

Did the hospital facility make its CHNA report widely available to the public? ..............

Yes

If "Yes," indicate how the CHNA report was made widely available (check all that apply):

Hospital facility’s website (list url): http://www.summahealth.org/ABOUT-US/ABOUT-SUMMA/COMMUNITY-BENEFIT-AND-DIVERSITY/COMMUNITYNEEDSASSESS

Other website (list url):

Made a paper copy available for public inspection without charge at the hospital facility

Other (describe in Section C)

Did the hospital facility adopt an implementation strategy to meet the significant community health needs
identified through its most recently conducted CHNA? If "No," skip to line 11. .............

Yes

Indicate the tax year the hospital facility last adopted an implementation strategy: 20 13

Is the hospital facility's most recently adopted implementation strategy posted on a website? ........

Yes

If "Yes" (list url): http://www.summahealth.org/ABOUT-US/ABOUT-SUMMA/COMMUNITY-BENEFIT-AND-DIVERSITY/COMMUNITYNEEDSASSESS

If "No," is the hospital facility’s most recently adopted implementation strategy attached to this return? ......

10b

Describe in Section C how the hospital facility is addressing the significant needs identified in its most recently conducted CHNA and any such needs that are not being addressed together with the reasons why such needs are not being addressed.

12a

Did the organization incur an excise tax under section 4959 for the hospital facility's failure to conduct a CHNA as required by section 501(r)(3)? ...........................

12a

If "Yes" to line 12a, did the organization file Form 4720 to report the section 4959 excise tax? ......

12b

If "Yes" to line 12b, what is the total amount of section 4959 excise tax the organization reported on Form 4720 for all of its hospital facilities? $

Schedule H (Form 990) 2014

Page

Part VFacility Information (continued)

	1
Name of hospital facility or letter of facility reporting group

Yes

Financial Assistance Policy (FAP)

Did the hospital facility have in place during the tax year a written financial assistance policy that:

Explained eligibility criteria for financial assistance, and whether such assistance included free or discounted care?

Yes

If “Yes,” indicate the eligibility criteria explained in the FAP:

Federal poverty guidelines (FPG), with FPG family income limit for eligibility for free care of 2.0%
and FPG family income limit for eligibility for discounted care of 4.0%

Income level other than FPG (describe in Section C)

Asset level

Medical indigency

Insurance status

Underinsurance discount

Residency

Other (describe in Section C)

Explained the basis for calculating amounts charged to patients?.................

Yes

Explained the method for applying for financial assistance?...................

Yes

If “Yes,” indicate how the hospital facility’s FAP or FAP application form (including accompanying instructions) explained the method for applying for financial assistance (check all that apply):

Described the information the hospital facility may require an individual to provide as part of his or her application.

Described the supporting documentation the hospital facility may require an individual to submit as part of his or
her application.

Provided the contact information of hospital facility staff who can provide an individual with information about the
FAP and FAP application process.

Provided the contact information of nonprofit organizations or government agencies that may be sources of
assistance with FAP applications.

Other (describe in Section C)

Included measures to publicize the policy within the community served by the hospital facility?.......

Yes

If "Yes," indicate how the hospital facility publicized the policy (check all that apply):

The FAP was widely available on a website (list url):

The FAP application form was widely available on a website (list url):

A plain language summary of the FAP was widely available on a website (list url):

The FAP was available upon request and without charge (in public locations in the hospital facility and by mail)

The FAP application form was available upon request and without charge (in public locations in the hospital facility
and by mail)

A plain language summary of the FAP was available upon request and without charge (in public locations in the
hospital facility and by mail)

Notice of availability of the FAP was conspicuously displayed throughout the hospital facility

Notified members of the community who are most likely to require financial assistance about availability of the FAP

Other (describe in Section C)

Billing and Collections

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 all of the actions the hospital facility or other authorized party may take upon non-payment?..................................

Yes

Check all of the following actions against an individual that were permitted under the hospital facility's policies during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP:

Reporting to credit agency(ies)

Selling an individual’s debt to another party

Actions that require a legal or judicial process

Other similar actions (describe in Section C)

None of these actions or other similar actions were permitted

Schedule H (Form 990) 2014

Page

Part VFacility Information (continued)

	1
Name of hospital facility or letter of facility reporting group

Yes

Did the hospital facility or other authorized third party perform any of the following actions during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP?.........

If "Yes," check all actions in which the hospital facility or a third party engaged:

Reporting to credit agency(ies)

Selling an individual’s debt to another party

Actions that require a legal or judicial process

Other similar actions (describe in Section C)

Indicate which efforts the hospital facility or other authorized party made before initiating any of the actions listed (whether or not checked) in line 18. (check all that apply):

Notified individuals of the financial assistance policy on admission

Notified individuals of the financial assistance policy prior to discharge

Notified individuals of the financial assistance policy in communications with the individuals regarding the individuals’ bills

Documented its determination of whether individuals were eligible for financial assistance under the hospital facility’s financial assistance policy

Other (describe in Section C)

None of these efforts were made

Policy Relating to Emergency Medical Care

Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that required 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?................

Yes

If "No," indicate why:

The hospital facility did not provide care for any emergency medical conditions

The hospital facility’s policy was not in writing

The hospital facility limited who was eligible to receive care for emergency medical conditions (describe in Section C)

Other (describe in Section C)

Charges to Individuals Eligible for Assistance Under the FAP (FAP-Eligible Individuals)

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.

The hospital facility used its lowest negotiated commercial insurance rate when calculating the maximum amounts that can be charged

The hospital facility used the average of its three lowest negotiated commercial insurance rates when calculating the maximum amounts that can be charged

The hospital facility used the Medicare rates when calculating the maximum amounts that can be charged

Other (describe in Section C)

During the tax year, did the hospital facility charge any FAP-eligible individual 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? ................................

If "Yes," explain in Section C.

During the tax year, did the hospital facility charge any FAP-eligible individual an amount equal to the gross charge for any service provided to that individual? ...........................

If "Yes," explain in Section C.

Schedule H (Form 990) 2014

Page

Part VFacility Information (continued)

Section B. Facility Policies and Practices

(Complete a separate Section B for each of the hospital facilities or facility reporting groups listed in Part V, Section A)

	2
Name of hospital facility or letter of facility reporting group

Line number of hospital facility, or line numbers of hospital facilities in a facility
reporting group (from Part V, Section A):

Yes

Community Health Needs Assessment

Was the hospital facility first licensed, registered, or similarly recognized by a State as a hospital facility in the current tax year or the immediately preceding tax year?.......................

During the tax year or either of the two immediately preceding tax years, did the hospital facility conduct a community health needs assessment (CHNA)? If "No," skip to line 12....................

Yes

If "Yes," indicate what the CHNA report describes (check all that apply):

A definition of the community served by the hospital facility

Demographics of the community

Existing health care facilities and resources within the community that are available to respond to the health needs of the community

How data was obtained

The significant health needs of the community

Primary and chronic disease needs and other health issues of uninsured persons, low-income persons, and minority groups

The process for identifying and prioritizing community health needs and services to meet the community health needs

The process for consulting with persons representing the community’s interests

Information gaps that limit the hospital facility’s ability to assess the community’s health needs

Other (describe in Section C)

Indicate the tax year the hospital facility last conducted a CHNA: 20 13

Yes

Was the hospital facility’s CHNA conducted with one or more other hospital facilities? If "Yes," list the other hospital facilities in Section C................................

Yes

Was the hospital facility’s CHNA conducted with one or more organizations other than hospital facilities?” If “Yes,” list the other organizations in Section C. ............................

Yes

Did the hospital facility make its CHNA report widely available to the public? ..............

Yes

If "Yes," indicate how the CHNA report was made widely available (check all that apply):

Hospital facility’s website (list url): WWW.SUMMAHEALTH.ORG /about-us/about-summa/community-benefit-and-diversity/communityneedsassessment20

Other website (list url):

Made a paper copy available for public inspection without charge at the hospital facility

Other (describe in Section C)

Did the hospital facility adopt an implementation strategy to meet the significant community health needs
identified through its most recently conducted CHNA? If "No," skip to line 11. .............

Yes

Indicate the tax year the hospital facility last adopted an implementation strategy: 20 13

Is the hospital facility's most recently adopted implementation strategy posted on a website? ........

Yes

If "Yes" (list url): WWW.SUMMAHEALTH.ORG /about-us/about-summa/community-benefit-and-diversity/communityneedsassessment20

If "No," is the hospital facility’s most recently adopted implementation strategy attached to this return? ......

10b

12a

Did the organization incur an excise tax under section 4959 for the hospital facility's failure to conduct a CHNA as required by section 501(r)(3)? ...........................

12a

If "Yes" to line 12a, did the organization file Form 4720 to report the section 4959 excise tax? ......

12b

If "Yes" to line 12b, what is the total amount of section 4959 excise tax the organization reported on Form 4720 for all of its hospital facilities? $

Schedule H (Form 990) 2014

Page

Part VFacility Information (continued)

	2
Name of hospital facility or letter of facility reporting group

Yes

Financial Assistance Policy (FAP)

Did the hospital facility have in place during the tax year a written financial assistance policy that:

Explained eligibility criteria for financial assistance, and whether such assistance included free or discounted care?

Yes

If “Yes,” indicate the eligibility criteria explained in the FAP:

Federal poverty guidelines (FPG), with FPG family income limit for eligibility for free care of 2.0%
and FPG family income limit for eligibility for discounted care of 4.0%

Income level other than FPG (describe in Section C)

Asset level

Medical indigency

Insurance status

Underinsurance discount

Residency

Other (describe in Section C)

Explained the basis for calculating amounts charged to patients?.................

Explained the method for applying for financial assistance?...................

Yes

Described the information the hospital facility may require an individual to provide as part of his or her application.

Described the supporting documentation the hospital facility may require an individual to submit as part of his or
her application.

Provided the contact information of hospital facility staff who can provide an individual with information about the
FAP and FAP application process.

Provided the contact information of nonprofit organizations or government agencies that may be sources of
assistance with FAP applications.

Other (describe in Section C)

Included measures to publicize the policy within the community served by the hospital facility?.......

If "Yes," indicate how the hospital facility publicized the policy (check all that apply):

The FAP was widely available on a website (list url):

The FAP application form was widely available on a website (list url):

A plain language summary of the FAP was widely available on a website (list url):

The FAP was available upon request and without charge (in public locations in the hospital facility and by mail)

The FAP application form was available upon request and without charge (in public locations in the hospital facility
and by mail)

A plain language summary of the FAP was available upon request and without charge (in public locations in the
hospital facility and by mail)

Notice of availability of the FAP was conspicuously displayed throughout the hospital facility

Notified members of the community who are most likely to require financial assistance about availability of the FAP

Other (describe in Section C)

Billing and Collections

Yes

Reporting to credit agency(ies)

Selling an individual’s debt to another party

Actions that require a legal or judicial process

Other similar actions (describe in Section C)

None of these actions or other similar actions were permitted

Schedule H (Form 990) 2014

Page

Part VFacility Information (continued)

	2
Name of hospital facility or letter of facility reporting group

Yes

If "Yes," check all actions in which the hospital facility or a third party engaged:

Reporting to credit agency(ies)

Selling an individual’s debt to another party

Actions that require a legal or judicial process

Other similar actions (describe in Section C)

Indicate which efforts the hospital facility or other authorized party made before initiating any of the actions listed (whether or not checked) in line 18. (check all that apply):

Notified individuals of the financial assistance policy on admission

Notified individuals of the financial assistance policy prior to discharge

Notified individuals of the financial assistance policy in communications with the individuals regarding the individuals’ bills

Documented its determination of whether individuals were eligible for financial assistance under the hospital facility’s financial assistance policy

Other (describe in Section C)

None of these efforts were made

Policy Relating to Emergency Medical Care

If "No," indicate why:

The hospital facility did not provide care for any emergency medical conditions

The hospital facility’s policy was not in writing

The hospital facility limited who was eligible to receive care for emergency medical conditions (describe in Section C)

Other (describe in Section C)

Charges to Individuals Eligible for Assistance Under the FAP (FAP-Eligible Individuals)

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.

The hospital facility used its lowest negotiated commercial insurance rate when calculating the maximum amounts that can be charged

The hospital facility used the average of its three lowest negotiated commercial insurance rates when calculating the maximum amounts that can be charged

The hospital facility used the Medicare rates when calculating the maximum amounts that can be charged

Other (describe in Section C)

If "Yes," explain in Section C.

During the tax year, did the hospital facility charge any FAP-eligible individual an amount equal to the gross charge for any service provided to that individual? ...........................

If "Yes," explain in Section C.

Schedule H (Form 990) 2014

Page

Part VFacility Information (continued)

Section B. Facility Policies and Practices

(Complete a separate Section B for each of the hospital facilities or facility reporting groups listed in Part V, Section A)

	3
Name of hospital facility or letter of facility reporting group

Line number of hospital facility, or line numbers of hospital facilities in a facility
reporting group (from Part V, Section A):

Yes

Community Health Needs Assessment

Was the hospital facility first licensed, registered, or similarly recognized by a State as a hospital facility in the current tax year or the immediately preceding tax year?.......................

During the tax year or either of the two immediately preceding tax years, did the hospital facility conduct a community health needs assessment (CHNA)? If "No," skip to line 12....................

Yes

If "Yes," indicate what the CHNA report describes (check all that apply):

A definition of the community served by the hospital facility

Demographics of the community

Existing health care facilities and resources within the community that are available to respond to the health needs of the community

How data was obtained

The significant health needs of the community

Primary and chronic disease needs and other health issues of uninsured persons, low-income persons, and minority groups

The process for identifying and prioritizing community health needs and services to meet the community health needs

The process for consulting with persons representing the community’s interests

Information gaps that limit the hospital facility’s ability to assess the community’s health needs

Other (describe in Section C)

Indicate the tax year the hospital facility last conducted a CHNA: 20 13

Yes

Was the hospital facility’s CHNA conducted with one or more other hospital facilities? If "Yes," list the other hospital facilities in Section C................................

Yes

Was the hospital facility’s CHNA conducted with one or more organizations other than hospital facilities?” If “Yes,” list the other organizations in Section C. ............................

Yes

Did the hospital facility make its CHNA report widely available to the public? ..............

Yes

If "Yes," indicate how the CHNA report was made widely available (check all that apply):

Hospital facility’s website (list url): www.summhealth.org/about-us/about-summa/community-benefit-and-diversity/communityneedsassessment2013

Other website (list url):

Made a paper copy available for public inspection without charge at the hospital facility

Other (describe in Section C)

Did the hospital facility adopt an implementation strategy to meet the significant community health needs
identified through its most recently conducted CHNA? If "No," skip to line 11. .............

Yes

Indicate the tax year the hospital facility last adopted an implementation strategy: 20 13

Is the hospital facility's most recently adopted implementation strategy posted on a website? ........

Yes

If "Yes" (list url): www.summhealth.org/about-us/about-summa/community-benefit-and-diversity/communityneedsassessment2013

If "No," is the hospital facility’s most recently adopted implementation strategy attached to this return? ......

10b

12a

Did the organization incur an excise tax under section 4959 for the hospital facility's failure to conduct a CHNA as required by section 501(r)(3)? ...........................

12a

If "Yes" to line 12a, did the organization file Form 4720 to report the section 4959 excise tax? ......

12b

If "Yes" to line 12b, what is the total amount of section 4959 excise tax the organization reported on Form 4720 for all of its hospital facilities? $

Schedule H (Form 990) 2014

Page

Part VFacility Information (continued)

	3
Name of hospital facility or letter of facility reporting group

Yes

Financial Assistance Policy (FAP)

Did the hospital facility have in place during the tax year a written financial assistance policy that:

Explained eligibility criteria for financial assistance, and whether such assistance included free or discounted care?

Yes

If “Yes,” indicate the eligibility criteria explained in the FAP:

Federal poverty guidelines (FPG), with FPG family income limit for eligibility for free care of 2.0%
and FPG family income limit for eligibility for discounted care of 4.0%

Income level other than FPG (describe in Section C)

Asset level

Medical indigency

Insurance status

Underinsurance discount

Residency

Other (describe in Section C)

Explained the basis for calculating amounts charged to patients?.................

Explained the method for applying for financial assistance?...................

Yes

Described the information the hospital facility may require an individual to provide as part of his or her application.

Described the supporting documentation the hospital facility may require an individual to submit as part of his or
her application.

Provided the contact information of hospital facility staff who can provide an individual with information about the
FAP and FAP application process.

Provided the contact information of nonprofit organizations or government agencies that may be sources of
assistance with FAP applications.

Other (describe in Section C)

Included measures to publicize the policy within the community served by the hospital facility?.......

If "Yes," indicate how the hospital facility publicized the policy (check all that apply):

The FAP was widely available on a website (list url):

The FAP application form was widely available on a website (list url):

A plain language summary of the FAP was widely available on a website (list url):

The FAP was available upon request and without charge (in public locations in the hospital facility and by mail)

The FAP application form was available upon request and without charge (in public locations in the hospital facility
and by mail)

A plain language summary of the FAP was available upon request and without charge (in public locations in the
hospital facility and by mail)

Notice of availability of the FAP was conspicuously displayed throughout the hospital facility

Notified members of the community who are most likely to require financial assistance about availability of the FAP

Other (describe in Section C)

Billing and Collections

Yes

Reporting to credit agency(ies)

Selling an individual’s debt to another party

Actions that require a legal or judicial process

Other similar actions (describe in Section C)

None of these actions or other similar actions were permitted

Schedule H (Form 990) 2014

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Part VFacility Information (continued)

	3
Name of hospital facility or letter of facility reporting group

Yes

If "Yes," check all actions in which the hospital facility or a third party engaged:

Reporting to credit agency(ies)

Selling an individual’s debt to another party

Actions that require a legal or judicial process

Other similar actions (describe in Section C)

Indicate which efforts the hospital facility or other authorized party made before initiating any of the actions listed (whether or not checked) in line 18. (check all that apply):

Notified individuals of the financial assistance policy on admission

Notified individuals of the financial assistance policy prior to discharge

Notified individuals of the financial assistance policy in communications with the individuals regarding the individuals’ bills

Documented its determination of whether individuals were eligible for financial assistance under the hospital facility’s financial assistance policy

Other (describe in Section C)

None of these efforts were made

Policy Relating to Emergency Medical Care

If "No," indicate why:

The hospital facility did not provide care for any emergency medical conditions

The hospital facility’s policy was not in writing

The hospital facility limited who was eligible to receive care for emergency medical conditions (describe in Section C)

Other (describe in Section C)

Charges to Individuals Eligible for Assistance Under the FAP (FAP-Eligible Individuals)

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.

The hospital facility used its lowest negotiated commercial insurance rate when calculating the maximum amounts that can be charged

The hospital facility used the average of its three lowest negotiated commercial insurance rates when calculating the maximum amounts that can be charged

The hospital facility used the Medicare rates when calculating the maximum amounts that can be charged

Other (describe in Section C)

If "Yes," explain in Section C.

During the tax year, did the hospital facility charge any FAP-eligible individual an amount equal to the gross charge for any service provided to that individual? ...........................

If "Yes," explain in Section C.

Schedule H (Form 990) 2014

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Part V

Facility Information (continued)

Section C. Supplemental Information for Part V, Section B. Provide descriptions required for Part V, Section B, lines 2, 3j, 5, 6a, 6b, 7d, 11, 13b, 13h, 15e, 16i, 18d, 19d, 20e, 21c, 21d, 22d, 23, and 24. If applicable, provide separate descriptions for each hospital facility in a facility reporting group, designated by facility reporting group letter and hospital facility line number from Part V, Section A (“A, 1,” “A, 4,” “B, 2,” “B, 3,” etc.) and name of hospital facility.
Form and Line Reference	Explanation
Schedule H, Part V, Section B, Line 5 Facility 1, 1	Facility 1, 1 - Summa Health System, Summa Barberton Citizens Hospital, The Wadsworth-Rittman Area Hospital, Summa Western Reserve Hospital, LLC (Group 1). Interviews were conducted with community leaders in March - April 2013 to gain their insight on what they thought were the significant health needs of children and adults in their communities, the factors that affect those health needs, other existing community health needs assessments, possible collaboration opportunities, and to solicit suggestions on what the hospitals can do to address the prioritized health needs identified in the CHNA. These community leaders represent the broad interests of the communities served by the hospital facility including the medically underserved, low-income persons, minority groups, those with chronic disease needs, and leaders from local public health agencies and departments who have special knowledge and expertise in public health. Leaders from the following community organizations were consulted during this CHNA: Summit County Job and Family Services, Director Akron Public Schools, Executive Director for Business Affairs Portage County Job and Family Services, Administrator Medina City School District, Nursing Director for the Medina County Educational Service Center Medina County Job and Family Services, Medicaid Eligibility Services Administrator Portage County Mental Health and Recovery Board, Executive Director Portage County Health Department, Health Commissioner Robinson Memorial Hospital, Vice President for Business Development Summit County Public Health, Deputy Health Commissioner for Planning Kent City School District, Director of Business Services Medina County Health Department, Health Commissioner County of Summit Alcohol, Drug Addiction, and Mental Health Services Board, Executive Director Focus groups were conducted with community residents in April - May 2013 to get their input on what they thought were the significant health needs of children and adults in their communities, the factors that affect those needs, the solutions they thought would solve those needs, and what the hospitals and other community groups could do to address those needs. Due to the observed information gap in the epidemiologic data on the health of children, adult and child substance abuse issues, and adult and child mental health issues, several questions were asked to probe more deeply on these issues. In addition, a questionnaire was distributed to focus group participants to gather demographic information and basic perceptions of community health. The discussion guide, questionnaire, and protocol were reviewed and approved by the Kent State University Institutional Review Board. A total of 60 people participated in the Community Resident Focus Groups. Additional detail can be found on the Summa Health website at http://www.summahealth.org/about-us/about-Summa/community-benefit-and-diversity/communityneedsassessment2013.
Schedule H, Part V, Section B, Line 6a Facility 1, 1	Facility 1, 1 - Summa Health System, Summa Barberton Citizens Hospital, The Wadsworth-Rittman Area Hospital, Summa Western Reserve Hospital, LLC (Group 1). SUMMA HEALTH CONDUCTED THE CHNA ON BEHALF OF EACH OF ITS SIX HOSPITAL FACILITIES LISTED IN PART V, SECTION A. In addition, Summa Health collaborated with Akron General Health System and Akron Children's Hospital in conducting the CHNA.
Schedule H, Part V, Section B, Line 6b Facility 1, 1	Facility 1, 1 - Summa Health System, Summa Barberton Citizens Hospital, The Wadsworth-Rittman Area Hospital, Summa Western Reserve Hospital, LLC (Group 1). Kent State University College of Public Health
Schedule H, Part V, Section B, Line 11 Facility 1, 1	Facility 1, 1 - Summa Health System, Summa Barberton Hospital, Summa Wadsworth-Rittman Area Hospital, Summa Western Reserve Hospital (Group 1). The adult health needs of asthma, cancer, cardiovascular disease, diabetes, mental health, substance abuse, lifestyle factors, access to care factors, and quality of care factors will be addressed by Summa Health System. The health needs of asthma, cancer and diabetes are being addressed through increasing consumer knowledge base of risk factors, risk behaviors, and genetic considerations which lead to asthma and/or asthma related disease development. Increase knowledge of the signs and symptoms of asthma and asthma related diseases. Another objective is to increase the number of individuals who have access to primary care medical homes. The health need of mental health is being addressed by improving identification, diagnosis, and treatment of depression; improving identification and treatment of patients with suicidal tendencies; and increasing the number of individuals who have access to primary care medical homes. The health need of substance abuse is being addressed by decreasing adult alcohol abuse; decreasing adult prescription drug abuse; and decreasing adult opioid drug abuse. The health need of lifestyle factors is being addressed by decreasing smoking and tobacco use in adults and increasing the number of individuals who have access to primary care medical homes. The health need of access to care factors is being addressed by increasing the number of individuals who have access to primary care medical homes; increasing access to primary care providers; increasing access to dental care providers; and increasing access to mental health providers. The health need of quality of care factors is being addressed by decreasing hospital readmissions; increasing the number of individuals who have access to primary care medical homes; increasing consumer knowledge base of risk factors, risk behaviors, and genetic considerations which lead to increased incidence of diabetes; and informing the community and creating community awareness of the health care needs and issues of seniors. A detailed description of the actions being taken to address the health needs identified above can be found on the Summa Health Implementation Strategy available at http://www.summahealth.org/about-us/about-summa/community-benefit-and-diversity/communityneedsassessment2013. Due to community resources available to assist individuals in obtaining healthy food, including the Akron Canton Regional food Bank, Summa Health hospital facilities chose not to address this environmental factor health need. In addition, the community resources available to assist children, specifically Akron Children's Hospital, in the areas of childhood chronic disease, child development, child lifestyle risk factors, child mental health and substance abuse, child safety, child access to care factors and child environmental risk factors, led to the determination by Summa Health hospital facilities to not address these child health needs.
Schedule H, Part V, Section B, Line 22 Facility 1, 1	Facility 1, 1 - Summa Health System, Summa Barberton Citizens Hospital, the Wadsworth-Rittman Area Hospital, Summa Western Reserve Hospital, LLC. Patients whose income is equal to or less than 200% of the Federal Poverty Guidelines, adjusted for number dependents, receive a 100% discount for charity care. If the patient's income exceeds 200% of the Federal Poverty Guidelines and up to 400% of the Federal Poverty Guidelines a sliding scale charity care discount of either 20%, 60% or 80% of billed charges is applied. This sliding scale charity care discount policy is being reevaluated to be effective January, 2016 whereby the charity care discount percentage would be applied to the average allowed amounts for commercially insured patients
Schedule H, Part V, Section B, Line 5 Facility 2, 1	Facility 2, 1 - Crystal Clinic Orthopaedic Center LLC (Group 2). Interviews were conducted with community leaders in March - April 2013 to gain their insight on what they thought were the significant health needs of children and adults in their communities, the factors that affect those health needs, other existing community health needs assessments, possible collaboration opportunities, and to solicit suggestions on what the hospitals can do to address the prioritized health needs identified in the CHNA. These community leaders represent the broad interests of the communities served by the hospital facility including the medically underserved, low-income persons, minority groups, those with chronic disease needs, and leaders from local public health agencies and departments who have special knowledge and expertise in public health. Leaders from the following community organizations were consulted during this CHNA: Summit County Job and Family Services, Director Akron Public Schools, Executive Director for Business Affairs Portage County Job and Family Services, Administrator Medina City School District, Nursing Director for the Medina County Educational Service Center Medina County Job and Family Services, Medicaid Eligibility Services Administrator Portage County Mental Health and Recovery Board, Executive Director Portage County Health Department, Health Commissioner Robinson Memorial Hospital, Vice President for Business Development Summit County Public Health, Deputy Health Commissioner for Planning Kent City School District, Director of Business Services Medina County Health Department, Health Commissioner County of Summit Alcohol, Drug Addiction, and Mental Health Services Board, Executive Director Focus groups were conducted with community residents in April - May 2013 to get their input on what they thought were the significant health needs of children and adults in their communities, the factors that affect those needs, the solutions they thought would solve those needs, and what the hospitals and other community groups could do to address those needs. Due to the observed information gap in the epidemiologic data on the health of children, adult and child substance abuse issues, and adult and child mental health issues, several questions were asked to probe more deeply on these issues. In addition, a questionnaire was distributed to focus group participants to gather demographic information and basic perceptions of community health. The discussion guide, questionnaire, and protocol were reviewed and approved by the Kent State University Institutional Review Board. A total of 60 people participated in the Community Resident Focus Groups.
Schedule H, Part V, Section B, Line 6a Facility 2, 1	Facility 2, 1 - Crystal Clinic Orthopaedic Center LLC (Group 2). Summa Health conducted the CHNA on behalf of its six hospital facilities listed in Part V, Section A. In addition, Summa Health collaborated with Akron General Health System and Akron Children's Hospital in conducting the CHNA.
Schedule H, Part V, Section B, Line 6b Facility 2, 1	Facility 2, 1 - Crystal Clinic Orthopaedic Center LLC, (Group 2). Kent State University College of Public Health
Schedule H, Part V, Section B, Line 11 Facility 2, 1	Facility 2, 1 - Crystal Clinic Orthopaedic Center LLC (Group 2). Due to the nature of the adult orthopaedic specialty services provided by Crystal Clinic Orthopaedic Center, LLC, the adult identified health need of Quality of Care Factors - Hospital Readmissions will be the only health need addressed by Crystal Clinic Orthopaedic Center, LLC. The health need of quality of care - hospital readmissions is being addressed by providing education and support for patients at risk for poor bone health and decreasing hospital readmissions post bone related procedures. A detailed description of the actions being taken to address the health needs identified above can be found on the Summa Health Implementation Strategy available at http://www.summahealth.org/about-us/about-summa/community-benefit-and-diversity/communityneedsassessment2013. The community resources provided by a variety of institutions and agencies including Akron Children's Hospital and Summa Health System, Summa Barberton Hospital, and Summa Wadsworth-Rittman Hospital led to the determination by Crystal Clinic Orthopaedic Center, LLC to not address any other identified health need.
Schedule H, Part V, Section B, Line 5 Facility 3, 1	Facility 3, 1 - Summa Rehabilitation Hospital (Group 3). Interviews were conducted with community leaders in March - April 2013 to gain their insight on what they thought were the significant health needs of children and adults in their communities, the factors that affect those health needs, other existing community health needs assessments, possible collaboration opportunities, and to solicit suggestions on what the hospitals can do to address the prioritized health needs identified in the CHNA. These community leaders represent the broad interests of the communities served by the hospital facility including the medically underserved, low-income persons, minority groups, those with chronic disease needs, and leaders from local public health agencies and departments who have special knowledge and expertise in public health. Leaders from the following community organizations were consulted during this CHNA: Summit County Job and Family Services, Director Akron Public Schools, Executive Director for Business Affairs Portage County Job and Family Services, Administrator Medina City School District, Nursing Director for the Medina County Educational Service Center Medina County Job and Family Services, Medicaid Eligibility Services Administrator Portage County Mental Health and Recovery Board, Executive Director Portage County Health Department, Health Commissioner Robinson Memorial Hospital, Vice President for Business Development Summit County Public Health, Deputy Health Commissioner for Planning Kent City School District, Director of Business Services Medina County Health Department, Health Commissioner County of Summit Alcohol, Drug Addiction, and Mental Health Services Board, Executive Director Focus groups were conducted with community residents in April - May 2013 to get their input on what they thought were the significant health needs of children and adults in their communities, the factors that affect those needs, the solutions they thought would solve those needs, and what the hospitals and other community groups could do to address those needs. Due to the observed information gap in the epidemiologic data on the health of children, adult and child substance abuse issues, and adult and child mental health issues, several questions were asked to probe more deeply on these issues. In addition, a questionnaire was distributed to focus group participants to gather demographic information and basic perceptions of community health. The discussion guide, questionnaire, and protocol were reviewed and approved by the Kent State University Institutional Review Board. A total of 60 people participated in the Community Resident Focus Groups.
Schedule H, Part V, Section B, Line 6a Facility 3, 1	Facility 3, 1 - Summa Rehabilitation Hospital (Group 3). Summa Health conducted the CHNA on behalf of its six hospital facilities listed in Part V, Section A. IN addition, Summa Health collaborated with Akron General Health System and Akron Children's Hospital in conducting the CHNA.
Schedule H, Part V, Section B, Line 6b Facility 3, 1	Facility 3, 1 - Summa Rehabilitation Hospital (Group 3). Kent State University College of Public Health
Schedule H, Part V, Section B, Line 11 Facility 3, 1	Facility 3, 1 - Summa Rehabilitation Hospital (Group 3). Due to the nature of the adult rehabilitation specialty services provided by Summa Rehab Hospital, LLC, the adult identified health need of Quality of Care Factors - Hospital Readmissions will be the only health need addressed by Summa Rehab Hospital, LLC. The health need of quality of care factors - hospital readmissions is being addressed by decreasing hospital readmissions by improving post-operative outcomes for patients undergoing joint repairs and increasing consumer knowledge of aspects of preoperative care that improves post-operative outcomes and decreasing incidence of hospital readmissions. A detailed description of the actions being taken to address the health needs identified above can be found on the Summa Health Implementation Strategy available at http://www.summahealth.org/about-us/about-summa/community-benefit-and-diversity/communityneedsassessment2013. The community resources provided by a variety of institutions and agencies including Akron Children's Hospital and Summa Health System, Summa Barberton Hospital, and Summa Wadsworth-Rittman Hospital led to the determination by Summa Rehab Hospital, LLC to not address any other identified health needs.

Schedule H (Form 990) 2014

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Part VFacility Information (continued)

Section D. 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?20
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 MASSILLION ROAD GREEN,OH44685	LAB, IMAGING, REHABILITATION, THERAPY AND OTHER HEALTH SERVICES.
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 SERVICES - WADSWORTH COMMUNITY CTR 621 SCHOOL DRIVE WADSWORTH,OH44281	IMAGING, REHABILITATION, AND ORTHOPAEDIC SPORTS MEDICINE
10	SUMMA NEUROSCIENCES AT WHITE POND 750 WHITE POND DRIVE AKRON,OH44320	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 MEDICINES
19	SUMMA HOME INFUSION 2743 GILCHRIST ROAD STE 200 AKRON,OH44305	HOME CARE & INFUSION SERVICES
20	SUMMA CTR FOR HEALTH EQUITY-NEW SEASONS 1493 S HAWKINS AVENUE AKRON,OH44320	CHRONIC DISEASE MANAGEMENT, HEALTH, NUTRITION, EXERCISE & EDUCATION SERVICES

Schedule H (Form 990) 2014

Page

Part VI

Supplemental Information

Provide the following information.

1	Required descriptions. Provide the descriptions required for Part I, lines 3c, 6a, and 7; Part II and Part III, lines 2, 3, 4, 8 and 9b.
2	Needs assessment. Describe how the organization assesses the health care needs of the communities it serves, in addition to any CHNAs 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.

Form and Line Reference	Explanation
Schedule H, Part VI, Line 7 State Filing of Community Benefit Report	The State of Ohio does not require the filing of the community benefit report. However, information from the community benefit report is shared annually with the Ohio Hospital Association
Schedule H, Part I, Line 6a Community benefit report prepared by related organization	Summa Health
Schedule H, Part I, Line 7g Subsidized Health Services	The amount of subsidized health services reported on Line 7(g) attributable to Summa Physicians, Inc. ("SPI") is $14,286,911.
Schedule H, Part I, Line 7 Costing Methodology used to calculate financial assistance	Cost of financial assistance at cost was calculated with a cost to charge ratio using Worksheet 2. The cost related to Medicaid patients was determined using Summa Health's cost accounting system. For subsidized services Summa Health's cost accounting system is used to determine cost related to specific services excluding traditional Medicaid and Medicaid managed care patients. Costs for charity and bad debt accounts are deducted using a ratio of cost to charge specific to that subsidized service. Costs for other programs reflect the direct and indirect costs of providing those programs.
Schedule H, Part II Community Building Activities	Summa Health addresses various community concerns including health improvement, poverty, workforce development, and access to health care. Summa Health hospitals conduct community health education and support groups, health fairs and screenings for the communities served. Summa Health hospitals work with state and local leadership to address community needs and provide healthcare services to the poor and underserved. Summa Health hospitals provide programs to improve the physical surroundings and housing in the communities served. Inadequate housing has a negative impact on the health of residents in the area by leading to violence in the neighborhoods. A robust economy positively impacts residents covered by health insurance and improves the capacity of the community to support health services.
Schedule H, Part III, Line 2 Bad debt expense - methodology used to estimate amount	A COST-TO-CHARGE RATIO IS USED TO DETERMINE THE AMOUNT REFLECTED ON LINE 2. FOR A DESCRIPTION OF THE ACCOUNTING FOR BAD DEBT, SEE "NET PATIENT SERVICE REVENUE AND PATIENT ACCOUNTS RECEIVABLE" ON PAGE 14 OF THE ATTACHED CONSOLIDATED AUDITED FINANCIAL STATEMENTS UNDER FOOTNOTE 2, "ACCOUNTING POLICIES".
Schedule H, Part III, Line 3 Bad Debt Expense Methodology	Summa Health's financial assistance policy does not permit the cost of patients who are uncooperative or unable to be located to be reclassified from financial assistance to bad debt. Summa Health's financial assistance policy requires an application and supporting documentation. Therefore, zero dollars are reported on Part III, Line 3 as amounts included in bad debt that could be attributable to patients eligible under Summa Health's financial assistance policy.
Schedule H, Part III, Line 4 Bad debt expense - financial statement footnote	Summa Health's audited financial statements contain a footnote that describes bad debt expense. Summa Health has adopted ASU 2011-07 which results in bad debt expense being reflected as a deduction from revenue rather than an operating expense. Notes to consolidated financial statements, B. Accounting Policies, Net Patient Service Revenue and Patient Accounts Receivable (page 14) states Summa Health maintains an allowance for doubtful accounts based on the expected collectibility of patient accounts receivable. The provision for doubtful accounts is based upon management's assessment of historical and expected net collections considering historical business and economic conditions, trends in health care coverages, and other collection indicators.
Schedule H, Part III, Line 8 Community benefit & methodology for determining medicare costs	Medicare allowable cost are based on information provided on worksheet B, Part I, Column 26, Line 118 from the various hospitals' 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 is not reported as a community benefit.
Schedule H, Part III, Line 9b Collection practices for patients eligible for financial assistance	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.
Schedule H, Part VI, Line 2 Needs assessment	IN ADDITION TO THE CHNA DESCRIBED IN PART V, SECTION B, THE HEALTH CARE NEEDS OF THE COMMUNITY ARE COLLABORATIVELY ASSESSED BY SURVEY PROCESSES CONDUCTED BY SUMMA HEALTH, SUMMIT COUNTY PUBLIC HEALTH, HEALTHY CONNECTIONS NETWORK, CHILDREN'S HOSPITAL MEDICAL CENTER OF AKRON, THE UNITED WAY, SOCIAL SERVICES ADVISORY BOARD OF SUMMIT COUNTY, AND AKRON GENERAL MEDICAL CENTER.
Schedule H, Part VI, Line 3 Patient education of eligibility for assistance	IN ACCORDANCE WITH THE RULES SET FORTH BY OHIO ADMINISTRATIVE CODE SECTION 2101:3-2-07.17 NOTICES, SUMMA Health System, SUMMA BARBERTON CITIZENS HOSPITAL, THE WADSWORTH-RITTMAN AREA HOSPITAL ASSOCIATION, AND SUMMA WESTERN RESERVE HOSPITAL, LLC 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 AVAILABILITY 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.
Schedule H, Part VI, Line 4 Community information	SUMMA HEALTH HAS CARE DELIVERY SITES IN PRIMARILY 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 (547,000) AND ACCOUNTS FOR MORE THAN 60% OF THE PERSONS SERVED BY SUMMA. MEDINA (150,000) AND PORTAGE (158,000) COUNTIES HAVE SIMILAR POPULATIONS, WITH PORTAGE BEING SLIGHTLY LARGER. EACH ACCOUNTS FOR LESS THAN 20% OF THE PERSONS SERVED BY SUMMA. MORE THAN 50% OF THE HOUSEHOLDS IN SUMMIT AND PORTAGE COUNTIES MAKE LESS THAN $50,000 ANNUALLY AND 15.0% AND 14.5% OF HOUSEHOLDS MAKE LESS THAN $15,000 ANNUALLY RESPECTIVELY. FOR THE CALENDAR YEAR 2014, THE AVERAGE MONTHLY UNEMPLOYMENT RATES FOR MEDINA, PORTAGE, AND SUMMIT COUNTIES WERE 4.1%, 4.8%, AND 4.9% 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 OF SUMMIT COUNTY IS EXPECTED TO DECLINE (BY -1.2%), THE POPULATION IN PORTAGE IS EXPECTED TO REMAIN FLAT, AND MEDINA IS PROJECTED TO SEE GROWTH (1.4%) OVER THE 5-YEAR PERIOD 2013-2018. MORE IMPORTANTLY, THE AGE GROUP THAT DEMAND HEALTHCARE SERVICES THE MOST (AGE 65 AND OLDER) IS EXPECTED TO GROW SIGNIFICANTLY. IN MEDINA COUNTY ALONE, THIS GROUP IS EXPECTED TO INCREASE 18.2%, WHILE PORTAGE AND SUMMIT ARE EXPECTED TO GROW 16.0% AND 11.8% RESPECTIVELY OVER THE FIVE YEAR PERIOD.
Schedule H, Part VI, Line 5 Promotion of community health	AMONG THE WAYS THE HOSPITALS WITHIN SUMMA HEALTH 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 (I.E. FEDERALLY QUALIFIED HEALTH CENTER, OPEN M, CENTER FOR COMMUNITY HEALTH IMPROVEMENT) THAT ARE DEEMED TO PROMOTE THE HEALTH, WELLNESS AND IMPROVED QUALITY OF LIFE FOR THE COMMUNITIES SUMMA HEALTH SERVES.
Schedule H, Part VI, Line 6 Affiliated health care system	SUMMA HEALTH 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 IS RENOWNED FOR EXCELLENCE IN PATIENT CARE AND FOR EXCEPTIONAL APPROACHES TO HEALTHCARE DELIVERY. DURING 2014, SUMMA HEALTH PROVIDED INPATIENT CARE THROUGH FACILITIES LOCATED ON SIX CAMPUSES AND 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 HEALTH SYSTEM IS LOCATED IN DOWNTOWN AKRON, OHIO AND HAS SERVED, TOGETHER WITH SUMMA HEALTH, AS THE LARGEST SAFETY-NET HOSPITAL IN THE COMMUNITY FOR MANY YEARS. SUMMA BARBERTON CITIZENS HOSPITAL ("SBH") JOINED SUMMA HEALTH IN DECEMBER, 2007 WHEN SUMMA HEALTH COMPLETED ITS ACQUISTION OF BARBERTON CITIZENS HOSPITAL. SBH IS A 249-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 IN NOVEMBER 2007, AND THEN MERGED WITH SUMMA HEALTH IN 2008. WRH IS A COMMUNITY-BASED OUTPATIENT FACILITY IN WADSWORTH, MEDINA COUNTY, OHIO, SITUATED TO THE WEST OF SUMMIT COUNTY. WRH SERVES COMMUNITIES IN MEDINA AND WAYNE COUNTIES. WRH'S INPATIENT FACILITIES WERE CLOSED IN JULY 2014 AND WRH WAS MERGED INTO SBH. SUMMA WESTERN RESERVE HOSPITAL, LLC ("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 FINANCIAL ASSISTANCE POLICY OF SUMMA HEALTH. THE CRYSTAL CLINIC ORTHOPAEDIC CENTER, LLC ("CCOC"), A JOINT VENTURE BETWEEN SUMMA HEALTH SYSTEM 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 FINANCIAL ASSISTANCE 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 PHYSICAN PRACTICE LOCATIONS IN AKRON AND ITS SUBURBS OF BARBERTON, KENT, CUYAHOGA FALLS, MEDINA, GREEN AND STOW. SH's SHARE OF CCOC WAS SOLD IN DECEMBER, 2014. SUMMA REHAB HOSPITAL, LLC, A JOINT VENTURE BETWEEN SUMMA HEALTH SYSTEM AND VIBRA HEALTHCARE, OPENED ON THE CAMPUS OF SUMMA AKRON CITY HOSPITAL IN 2012. THIS 60-BED FACILITY PROVIDES INPATIENT REHABILITATION CARE AND SERVICES AND ADHERES TO SUMMA'S FINANCIAL ASSISTANCE POLICY. ESTABLISHED IN 1993, SUMMACARE OFFERS HEALTH CARE COVERAGE TO MEMBERS THROUGH ITS STATUS AS A MEDICARE ADVANTAGE ORGANIZATION. 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, ALONG WITH ITS THIRD PARTY ADMINISTRATIVE SERVICES PRODUCTS COVERS MORE THAN 150,000 MEMBERS. SUMMA FOUNDATION IS A NONPROFIT ORGANIZATION ADVANCING TRANSFORMATIONAL PHILANTHROPY, COMMUNITY UNDERSTANDING AND GOODWILL FOR THE PROGRAMS AND PRIORITIES OF SUMMA HEALTH. THE FOUNDATION CREATES AND IMPLEMENTS INNOVATIVE PARTNERSHIPS, HEALTH POLICY OPPORTUNITIES AND FUNDING STRATEGIES TO SUPPORT SUMMA HEALTH'S EDUCATION, RESEARCH AND PATIENT CARE AGENDA. SUMMA HEALTH NETWORK, LLC IS THE INTEGRATED PHYSICIAN-HOSPITAL ORGANIZATION AFFILIATED WITH SUMMA HEALTH . 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 PARTNERS WITH PAYORS TO IMPROVE THE QUALITY OF CARE DELIVERED TO PATIENTS AND TO LOWER THE COST OF CARE. SUMMA ACCOUNTABLE CARE ORGANIZATION (D/B/A NEW HEALTH COLLABORATIVE ("NHC")) IS A CLINICIAN-LED COLLABORATIVE, ORGANIZED TO COMPASSIONATELY CARE FOR AND SERVE PATIENTS IN AN ACCOUNTABLE, VALUE AND EVIDENCE-BASED MANNER. IN ACCORDANCE WITH THE AFFORDABLE CARE ACT, NHC CREATES INCENTIVES FOR PROVIDERS TO FURTHER ENHANCE THE QUALITY OF CARE. OHIO HEALTH CHOICE, INC. IS OHIO'S OLDEST PREFERRED PROVIDER ORGANIZATION (PPO) NETWORK AND ONE OF THE LARGEST IN THE STATE. CO-OWNED BY SUMMA HEALTH 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. ("SP") IS A SUMMA HEALTH ENTITY OF MULTI-SPECIALTY PHYSICIANS AND PRACTICES. CURRENTLY, SP EMPLOYS CLOSE TO 300 PHYSICIANS IN MULTIPLE SPECIALTIES. SP PROMOTES STRONGER AFFILIATION AND EMPLOYMENT OF PHYSICIANS TO ENSURE COMMUNITY AND HOSPITAL NEEDS FOR PHYSICIANS SERVICES ARE MET.

Schedule H (Form 990) 2014

Additional Data

Software ID:	14000329
Software Version:	2014v1.0

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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.
lBullet

Information about Schedule I (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047

2014

Open to Public
Inspection

Name of the organization
Summa Health Group Return

Employer identification number
90-0640432

Part I

General Information on Grants and Assistance

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? ....................................

Yes No

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 Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" to
Form 990, Part IV, line 21, for any recipient that received more than $5,000. Part II can be duplicated if additional space is needed.

(a) Name and address of organization or government	(b) EIN	(c) IRC section if applicable	(d) Amount of cash grant	(h) Purpose of grant or assistance
(1) Northeast Ohio Medical University Foundation PO Box 95 Rootstown,OH44272	34-1264220	501(C)(3)	25,000	EDUCATION
(2) JEWISH COMMUNITY CENTER OF AKRON 750 White Pond Dr Akron,OH44320	34-0174521	501(C)(3)	7,500	COMMUNITY SUPPORT
(3) Stewarts Caring Place 2955 W Market St Ste R Akron,OH44333	20-0181338	501(c)(3)	5,000	CANCER WELLNESS SUPPORT
(4) Susan G Komen for the Cure 26210 Emery Rd Suite 307 Cleveland,OH44128	75-1835298	501(C)(3)	10,000	CANCER RESEARCH

Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................ Bullet Image

Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50055P

Schedule I (Form 990) 2014

Page 2

Part III

Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" to Form 990, Part IV, line 22.
Part III can be duplicated 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
(1) SummaShares	8	6,648	0
(2) Diabetes Progam	10	6,516	0
(3) Mammogram Screens	666	59,256	0

Part IV

Supplemental Information. Provide the information required in Part I, line 2, Part III, column (b), and any other additional information.

Return Reference	Explanation
Schedule I, Part I, Line 2 Description Of Procedure For Monitoring Use Of Grant Funds	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 organization utilizing the funds.
Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds.	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 organization utilizing the funds.

Schedule I (Form 990) 2014

Additional Data

Software ID:	14000329
Software Version:	2014v1.0

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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, line 23.
SchJMediumBullet

Attach to Form 990.
SchJMediumBullet

Information about Schedule J (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047

2014

Open to Public Inspection

Name of the organization

Summa Health Group Return

Employer identification number

90-0640432

Part I

Questions Regarding Compensation

Yes

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.

First-class or charter travel Housing allowance or residence for personal use

Travel for companions Payments for business use of personal residence

Tax idemnification and gross-up payments Health or social club dues or initiation fees

Discretionary spending account Personal services (e.g., maid, chauffeur, chef)

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 of the expenses described above? If "No," complete Part III to explain....

Yes

Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked in line 1a? ..

Yes

Indicate which, if any, of the following the filing organization used 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.

Compensation committee Written employment contract

Independent compensation consultant Compensation survey or study

Form 990 of other organizations Approval by the board or compensation committee

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:

Receive a severance payment or change-of-control payment? ................

Yes

Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........

Yes

Participate in, or receive payment from, an equity-based compensation arrangement? .........

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), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.

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:

The organization? ...........................

Any related organization? .........................

If "Yes," to line 5a or 5b, describe in Part III.

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:

The organization? ...........................

Any related organization? .........................

If "Yes," to line 6a or 6b, describe in Part III.

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 ............

Yes

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 .............................

If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50053T

Schedule J (Form 990) 2014

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 (E) amounts for that individual.

(A) Name and Title		(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 in column(B) reported as deferred in prior Form 990
(A) Name and Title		(i) Base compensation	(ii) Bonus & incentive compensation	(iii) Other reportable compensation	(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)
1ROBERT A GERBERRY DIR SPI, SECTY SHS, SBH, WRH & GENERAL COUNSEL	(i) (ii)	0 ............................... 181,318	0 ............................... 8,468	0 ............................... 600	0 ............................... 4,711	0 ............................... 429	0 ............................... 195,526	0 ............................... 0
2WILLIAM A POWEL III DIR SPI, SECTY SHS, SBH, WRH & GEN COUNSEL (end 11/14)	(i) (ii)	0 ............................... 346,197	0 ............................... 85,315	0 ............................... 768,188	0 ............................... 55,640	0 ............................... 9,213	0 ............................... 1,264,553	0 ............................... 44,128
3THOMAS J STRAUSS DIR SF, SYSTEM PRES/CEO (END 12/14)	(i) (ii)	0 ............................... 873,865	0 ............................... 263,899	0 ............................... 2,967,158	0 ............................... 108,876	0 ............................... 13,398	0 ............................... 4,227,196	0 ............................... 94,604
4WILLIAM BAUMAN MD DIRECTOR SHS, SBH, WRH, SPI	(i) (ii)	656,488 ............................... 0	0 ............................... 0	900 ............................... 0	7,800 ............................... 0	11,179 ............................... 0	676,367 ............................... 0	0 ............................... 0
5ROBERT DEBSKI MD DIRECTOR SHS, SBH, WRH	(i) (ii)	293,340 ............................... 0	65,530 ............................... 0	0 ............................... 0	0 ............................... 0	9,764 ............................... 0	368,634 ............................... 0	0 ............................... 0
6STEVEN GAICH MD DIRECTOR SPI	(i) (ii)	305,797 ............................... 0	42,338 ............................... 0	0 ............................... 0	7,800 ............................... 0	3,199 ............................... 0	359,134 ............................... 0	0 ............................... 0
7JOSEPH KOENIG MD DIRECTOR SPI	(i) (ii)	681,756 ............................... 0	94,372 ............................... 0	900 ............................... 0	9,100 ............................... 0	9,662 ............................... 0	795,790 ............................... 0	0 ............................... 0
8DALE MURPHY MD DIRECTOR SPI (END 6/14)	(i) (ii)	6,013 ............................... 0	42,710 ............................... 0	289,092 ............................... 0	248 ............................... 0	3,718 ............................... 0	341,781 ............................... 0	48,757 ............................... 0
9ERIK STEELE DO DIRECTOR SHS, SBH, WRH, SYSTEM CMO	(i) (ii)	0 ............................... 518,580	0 ............................... 72,815	0 ............................... 132,886	0 ............................... 17,680	0 ............................... 5,792	0 ............................... 747,753	0 ............................... 0
10SCOTT WEINER MD DIRECTOR SHS, SBH, WRH	(i) (ii)	791,964 ............................... 0	0 ............................... 0	900 ............................... 0	9,100 ............................... 0	12,234 ............................... 0	814,198 ............................... 0	0 ............................... 0
11CHARLES ALDERSON CFO, SBH & WRH (END 5/14)	(i) (ii)	67,806 ............................... 0	26,787 ............................... 0	182,575 ............................... 0	4,490 ............................... 0	6,811 ............................... 0	288,469 ............................... 0	0 ............................... 0
12THOMAS DEBORD PRESIDENT SBH & WRH (END 4/14)	(i) (ii)	159,873 ............................... 0	55,024 ............................... 0	342,579 ............................... 0	7,553 ............................... 0	7,488 ............................... 0	572,517 ............................... 0	37,154 ............................... 0
13BRIAN DERRICK TREAS SHS, SBH, WRH & SYSTEM CFO	(i) (ii)	0 ............................... 509,110	0 ............................... 133,187	0 ............................... 171,384	0 ............................... 51,969	0 ............................... 9,918	0 ............................... 875,568	0 ............................... 11,703
14PHYLIS FERRARA PRESIDENT & CDO, SF	(i) (ii)	293,915 ............................... 0	27,115 ............................... 0	74,046 ............................... 0	8,007 ............................... 0	3,946 ............................... 0	407,029 ............................... 0	0 ............................... 0
15THOMAS MALONE MD PRESIDENT, SHS, SBH, WRH	(i) (ii)	0 ............................... 544,769	0 ............................... 0	0 ............................... 221,323	0 ............................... 3,056	0 ............................... 5,691	0 ............................... 774,839	0 ............................... 0
16JAY WILLIAMSON MD PRESIDENT, SPI	(i) (ii)	274,155 ............................... 0	31,173 ............................... 0	55,417 ............................... 0	7,318 ............................... 0	4,874 ............................... 0	372,937 ............................... 0	0 ............................... 0
17BRYAN FREDERICKS COO, SPI (END 8/14)	(i) (ii)	157,118 ............................... 0	39,376 ............................... 0	181,824 ............................... 0	7,154 ............................... 0	6,067 ............................... 0	391,539 ............................... 0	0 ............................... 0
18KATHLEEN JOBE CNO, SBH, WRH	(i) (ii)	176,796 ............................... 0	25,371 ............................... 0	39,566 ............................... 0	7,144 ............................... 0	5,321 ............................... 0	254,198 ............................... 0	0 ............................... 0
19JOSEPH P MYERS MD CMO, SBH, WRH	(i) (ii)	280,533 ............................... 0	40,820 ............................... 0	43,778 ............................... 0	6,900 ............................... 0	7,635 ............................... 0	379,666 ............................... 0	0 ............................... 0
20JASON NIEHAUS SVP HOSPITAL OPS & SITE ADMINISTRATION	(i) (ii)	297,610 ............................... 0	62,260 ............................... 0	1,562 ............................... 0	16,185 ............................... 0	24,821 ............................... 0	402,438 ............................... 0	0 ............................... 0
21THOMAS P O'NEILL CFO, SHS	(i) (ii)	0 ............................... 289,459	0 ............................... 60,026	0 ............................... 147,166	0 ............................... 31,161	0 ............................... 2,897	0 ............................... 530,709	0 ............................... 28,354
22MARY WARD Senior VP, Chief nursing officer	(i) (ii)	0 ............................... 362,389	0 ............................... 79,838	0 ............................... 153,907	0 ............................... 48,477	0 ............................... 2,555	0 ............................... 647,166	0 ............................... 45,359
23JOSEPH ZARCONI MD SYSTEM VP, MED ED & CHIEF ACADEMIC OFFICER	(i) (ii)	323,843 ............................... 0	77,933 ............................... 0	188,392 ............................... 0	48,806 ............................... 0	4,869 ............................... 0	643,843 ............................... 0	43,348 ............................... 0
24MARK POZSGAY DO BARIATRIC SURGERY	(i) (ii)	825,302 ............................... 0	353,517 ............................... 0	300 ............................... 0	6,562 ............................... 0	12,620 ............................... 0	1,198,301 ............................... 0	0 ............................... 0
25JOHN ZOGRAFAKIS MD BARIATRIC SURGERY	(i) (ii)	823,137 ............................... 0	326,004 ............................... 0	900 ............................... 0	9,100 ............................... 0	11,044 ............................... 0	1,170,185 ............................... 0	0 ............................... 0
26ADRIAN DAN MD BARIATRIC SURGERY	(i) (ii)	744,997 ............................... 0	198,640 ............................... 0	900 ............................... 0	7,656 ............................... 0	14,471 ............................... 0	966,664 ............................... 0	0 ............................... 0
27ERIC MILLER MD ORTHOPAEDIC SURGERY	(i) (ii)	779,830 ............................... 0	124,422 ............................... 0	900 ............................... 0	2,600 ............................... 0	3,475 ............................... 0	911,227 ............................... 0	0 ............................... 0
28JOEL PORTER MD COLORECTAL SURGERY	(i) (ii)	575,313 ............................... 0	1,348 ............................... 0	900 ............................... 0	9,100 ............................... 0	1,300 ............................... 0	587,961 ............................... 0	0 ............................... 0
29ROBERT D HARRIGAN FORMER OFFICER	(i) (ii)	0 ............................... 15,007	0 ............................... 148,055	0 ............................... 1,008,997	0 ............................... 0	0 ............................... 5,833	0 ............................... 1,177,892	0 ............................... 0
30ALFRED G KIOUS MD FORMER OFFICER	(i) (ii)	16,497 ............................... 0	48,948 ............................... 0	358,826 ............................... 0	119 ............................... 0	1,972 ............................... 0	426,362 ............................... 0	12,791 ............................... 0
31STEVE SCHMIDT FORMER OFFICER	(i) (ii)	203,855 ............................... 0	31,949 ............................... 0	114,762 ............................... 0	6,108 ............................... 0	2,932 ............................... 0	359,606 ............................... 0	42,180 ............................... 0

Schedule J (Form 990) 2014

Page 3

Part III

Supplemental Information

Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II.
Also complete this part for any additional information.

Return Reference	Explanation
Schedule J, Part I, Line 1a Tax indemnification and gross-up payments	Summa Health System grossed up taxes for supplemental executive retirement programs paid to one director, seven officers, eight key employees, and three former employees. The amount of the gross up is recognized as additional taxable compensation.
Schedule J, Part I, Line 1a Health or social club dues or initiation fees	Social club dues were paid on behalf of one officer. The personal use is recognized as additional taxable compensation.
Schedule J, Part I, Line 1a Personal services	Legal services were paid on behalf of one officer. The personal use is recognized as additional taxable compensation.
Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation	The compensation of the President and CEO is established by Summa Health, the related parent organization for all members in the Summa Health System group return. Summa Health has a compensation committee that uses an independent compensation consultant, market surveys, and an annual review process to establish compensation for the position of president and CEO.
Schedule J, Part I, Line 4a Severance or change-of-control payment	In 2014, the following listed persons received severance payments and benefits from the organization or from a related organization: William Powel, III $418,813; Bryan Fredericks $94,615; Robert D. Harrigan $638,238; Thomas J. Strauss $1,787,410; Thomas DeBord $134,820; Charles Alderson $114,772; Dale Murphy, MD $186,300; Alfred G. Kious, MD $255,028.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan	Summa Health has a 457(f) program which rewards certain officers, directors, key and highest compensated employees for meeting long term strategic objectives of the organization. Amounts includible as taxable compensation for listed individuals due to plan participation in the reporting year were as follows: Thomas Debord $83,728; Brian Derrick $33,787; Phylis Ferrara $2,365; Robert D. Harrigan $110,849; Alfred G. Kios, MD $49,366; Dale Murphy, MD $48,757; Thomas O'Neill $39,385; William Powel, III $67,398; Steve Schmidt $70,665; Erik Steele, DO $5,690; Thomas J. Strauss $144,492; Mary Ward $65,698; Joseph Zarconi, MD $63,201.
Schedule J, Part I, Line 7 Non-fixed payments	The Summa Health System management incentive program is designed to reward employees for meeting quality, performance and financial targets. These include clinical quality, patient satisfaction, employee/physician satisfaction, net operating income, and the strengthening of the balance sheet. Payment is based on a factor of base compensation and is subject to review and approval by Summa's compensation committee.

Schedule J (Form 990) 2014

Additional Data

Software ID:	14000329
Software Version:	2014v1.0

- TIN:

Schedule K
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Information on Tax Exempt Bonds

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

Information about Schedule K (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047

2014

Open to Public
Inspection

Name of the organization
Summa Health 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
(a) Issuer name		(b) Issuer EIN	(c) CUSIP #	(d) Date issued	(e) Issue price	(f) Description of purpose	Yes	No	Yes	No	Yes	No
A	Ohio Higher Educational Facility Commission	34-6849674	67756AY89	05-11-2010	180,125,341	See Part VI		X		X		X
B	Akron Bath and Copley Joint Township Hospital District	34-1448680		07-25-2012	32,509,635	See Part VI		X		X		X
C	See Schedule K Part VI	34-1448680		10-02-2014	145,250,000	See Part VI		X		X		X

Part II

Proceeds

	A		B		C		D
	1 Amount of bonds retired . . . . . . . . . . . . . .	0		6,911,665		2,435,000
2 Amount of bonds legally defeased . . . . . . . . . . .	0		0		0
3 Total proceeds of issue . . . . . . . . . . . . . .	180,162,106		32,509,635		145,250,000
4 Gross proceeds in reserve funds . . . . . . . . . . . .	18,196,607		0		0
5 Capitalized interest from proceeds . . . . . . . . . . .	3,004,911		0		795,890
6 Proceeds in refunding escrows . . . . . . . . . . . .	0		0		0
7 Issuance costs from proceeds . . . . . . . . . . . .	0		0		0
8 Credit enhancement from proceeds . . . . . . . . . . .	4,929,857		0		0
9 Working capital expenditures from proceeds . . . . . . . . .	0		0		0
10 Capital expenditures from proceeds . . . . . . . . . . .	154,030,731		0		0
11 Other spent proceeds . . . . . . . . . . . . . .	0		32,509,635		144,454,110
12 Other unspent proceeds . . . . . . . . . . . . . .	0		0		0
13 Year of substantial completion . . . . . . . . . . . .	2012		2012		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
2 Are there any lease arrangements that may result in private business use of bond-financed property? . . . . . . . . .	X				X

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50193E

Schedule K (Form 990) 2014

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
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
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?	X				X
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 . .	1.16 %		0 %		11.22 %
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 . . . . . . .	0.45 %		0 %		0.23 %
6 Total of lines 4 and 5 . . . . . . . . . . . . .	1.61 %		0 %		11.45 %
7 Does the bond issue meet the private security or payment test? . . . . .		X		X		X
8a Has there been a sale or disposition of any of the bond-financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?. . . . . . . . . . . . . . . . .		X		X		X
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of.
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? . . . . . . . . . . . . .
9 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 the issuer filed Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate? . .		X		X		X
2 If "No" to line 1, did the following apply? . . . .
a Rebate not due yet? . . . . . . . .
b Exception to rebate? . . . . . . . .	X		X		X
c No rebate due? . . . . . . . .	X
If "Yes" to line 2c, provide in Part VI the date the rebate computation was performed . . . . . .
3 Is the bond issue a variable rate issue? . . . .		X	X		X
4a 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 . . . . . . . . .	RBS Citizens Bank		RBS Citizens Bank		See Schedule K Part VI for Explanation
c Term of hedge . . . . . . . . . .	12.0		12.0		20.0
d Was the hedge superintegrated? . . . .		X		X		X
e Was the hedge terminated? . . . . . .		X		X		X

Schedule K (Form 990) 2014

Page 3

Part IV

Arbitrage (Continued)

	A		B		C		D
	Yes	No	Yes	No	Yes	No	Yes	No
5a Were gross proceeds invested in a guaranteed investment contract (GIC)? . . . . . . . . .	X			X		X
b Name of provider . . . . . . . . .	Morgan Stanley & Company Incorporated
c Term of GIC . . . . . . . . . .	2.2
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? . . . . .	X
6 Were any gross proceeds invested beyond an available temporary period? . . . . . . . .		X
7 Has the organization established written procedures to monitor the requirements of section 148? . . .	X		X		X

Part V

Procedures To Undertake Corrective Action

	A		B		C		D
	Yes	No	Yes	No	Yes	No	Yes	No
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?	X		X		X

Part VI

Supplemental Information. Provide additional information for responses to questions on Schedule K (see instructions).

Return Reference	Explanation
Schedule K, Part I, Column (a), Line C Issuer Name	The 2014 Bonds consist of the following three Series of Bonds, which are treated as a single issue of bonds for federal income tax purposes: (1) Akron, Bath and Copley Joint Township Hospital District, Ohio Hospital Facilities Refunding Revenue Bonds, Series 2014A (Summa Health System Obligated Group) issued in the original principal amount of $93,685,000, (2) Akron, Bath and Copley Joint Township Hospital District, Ohio Hospital Facilities Refunding Revenue Bonds, Series 2014B (Summa Health System Obligated Group) issued in the original principal amount of $37,890,000, and (3) Development Finance Authority of Summit County Port Facilities Revenue Refunding Bonds, Series 2014 (Summa Health System Obligated Group Project) issued in the original principal amount of $13,675,000. The Series 2014A Bonds and the Development Finance Authority Bonds were each issued on October 2, 2014, and the Series 2014B Bonds were issued on November 18, 2014. The Akron, Bath and Copley Joint Township Hospital District's EIN is 34-1448680, and the Development Finance Authority's EIN is 34-1765940.
Schedule K, Part IV, Line 4c Term of Hedge - Column C	The term of the hedge with Goldman Sachs Bank USA is 20 years. The term of the hedge with PNC Bank, National Association is 30 years.
Schedule K, Part II, Line 3 Total Proceeds of Issue - Column A	The difference between the total proceeds of the issue and the issue price provided in Part I, Line A, Col. (e) is due to investment proceeds of the issue.
Schedule K, Part III, Line 6 Total Private Use Percentage - Column C	This number is projected to be less than 5% over the life of the Series 2014 Bonds due to the expected termination of certain lease arrangements.
Schedule K, Part IV, Line 4b Name of Hedge Provider - Column C	Series 2014A Bonds: Goldman Sachs Bank USA Series 2014B Bonds: there is no hedge with respect to the Series 2014B bonds Development Finance Authority Series 2014 Bonds: PNC Bank, National Association
Schedule K, Part III, Line 4 Private Business Usage - Bond Issue C	The private business usage is projected to be less than 5 percent over the life of the Series 2014 Bonds due to the expected termination of certain lease arrangements.
Schedule K, Part I, Column (f) Ohio Higher Educational Facility Commission 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.
Schedule K, Part I, Column (f) Akron, Bath and Copley Joint Township Hospital District Bonds	The purposes of the Series 2012 bonds were to (1) currently refund the hospital facilities revenue bonds, series 1998A issued on December 23, 1998 in the original amount of $50,000,000, and (2) pay the costs of issuance of the series 2012 bonds.
Schedule K, Part I, Column (f) Series 2014A, Series 2014B, and Series 2014 Bonds	The purpose of the Series 2014A Bonds was to currently refund the series 2004B bonds, which were issued 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. The purposes of the series 2014B bonds were to (1) currently refund the series 2004A bonds, which were issued to (A) construct and equip a critical care pavilion, (B) construct and equip other hospital facilities, (C) refund prior issues with the following issue dates (I) July 1, 1999, (II) July 28, 2000, and (III) March 12, 2002, (D) fund a debt service reserve for series 2004A bonds, and (E) pay issuance costs, and (2) fund capitalized interest on the series 2014B bonds. The purpose of the development finance authority series 2014 bonds was to currently refund the series 2006 bonds, which were issued to (1) acquire a project site for and construct and equip a wellness institute, and (2) to pay issuance costs.
Schedule K, Part IV, Line 2c Rebate Calculation	Issuer name: Ohio Higher Educational Facility Commission The calculation for computing no rebate due was performed on 05/11/2013

Schedule K (Form 990) 2014

Additional Data

Software ID:	14000329
Software Version:	2014v1.0

- TIN:

Schedule L
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service

Transactions with Interested Persons

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, line 38a or 40b.
MediumBullet

Attach to Form 990 or Form 990-EZ.
MediumBullet

Information about Schedule L (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047

2014

Open to Public Inspection

Name of the organization

Summa Health Group Return

Employer identification number

90-0640432

Part I

Excess Benefit Transactions (section 501(c)(3), section 501(c)(4), and 501(c)(29) 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	(c) Description of transaction	(d) Corrected?
1(a) Name of disqualified person	(c) Description of transaction	Yes	No

Enter the amount of tax incurred by organization managers or disqualified persons during the year under section 4958. ........................... Bullet Image

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-EZ, Part V, line 38a, or Form 990, Part IV, line 26; or if the organization reported an amount on Form 990, Part X, line 5, 6, or 22

(a) Name of interested person	(b) Relationship with organization	(c) Purpose of loan	(d) Loan to or from the organization?		(e)Original principal amount	(f)Balance due	(g) In default?		(h) Approved by board or committee?		(i)Written agreement?
(a) Name of interested person	(b) Relationship with organization	(c) Purpose of loan	To	From	(e)Original principal amount	(f)Balance due	Yes	No	Yes	No	Yes	No






Total ...... $

Part III

Grants or Assistance Benefiting 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 assistance	(d) Type of assistance	(e) Purpose of assistance

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 50056A

Schedule L (Form 990 or 990-EZ) 2014

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?
(a) Name of interested person		(c) Amount of transaction	(d) Description of transaction	Yes	No
(1) Brian Bauman	Family member of William Bauman (Director SHS, SBH, WRH, SPI)	499,082	Employment		No
(2) M&M Properties	Dale Murphy, SPI Director, has a reportable ownership interest in M&M Properties	593,497	Independent Contractor		No

Part V

Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).

Return Reference	Explanation

Schedule L (Form 990 or 990-EZ) 2014

Additional Data

Software ID:	14000329
Software Version:	2014v1.0

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SCHEDULE M
(Form 990)

Department of the Treasury

Internal Revenue Service

Noncash Contributions

Complete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image

Attach to Form 990.
Right pointing arrow large image

Information about Schedule M (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047

2014

Open to Public Inspection

Name of the organization

Summa Health 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 .......	X		1,440	Market value
6 Cars and other vehicles ..
7 Boats and planes ....
8 Intellectual property ...
9 Securities—Publicly traded .	X	7	19,351	Market value
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 .
21 Taxidermy ......
22 Historical artifacts ....
23 Scientific specimens ..
24 Archeological artifacts ...
25 Other ( Events )	X	3	32,251	Market value
26 Other ( )
27 Other ( )
28 Other ( )

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 ...

Yes

30a

During the year, did the organization receive by contribution any property reported in Part I, lines 1 through 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

If "Yes," describe the arrangement in Part II.

Does the organization have a gift acceptance policy that requires the review of any non-standard contributions?

Yes

32a

Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash

contributions? ..........................

32a

If "Yes," describe in Part II.

If the organization did not report an amount in column (c) for a type of property for which column (a) is checked,

describe in Part II.

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 51227J

Schedule M (Form 990) (2014)

Page 2

Part II

Supplemental Information. 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.

Return Reference	Explanation
Schedule M, Part I Explanations of reporting method for number on contributions	Securities - Publicly traded: Number of contributions Clothing and household goods: Number of contributions Other: Number of contributions
Schedule M, Part I, Line 9 Number of contributions or items contributed	Number of contributions
Schedule M, Part I, Line 5 Number of contributions or items contributed	Number of contributions
Schedule M, Part I Number of contributions or items contributed	Number of contributions

Schedule M (Form 990) (2014)

Additional Data

Software ID:	14000329
Software Version:	2014v1.0

- TIN:

SCHEDULE N
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service

Liquidation, Termination, Dissolution, or Significant Disposition of Assets

Complete if the organization answered "Yes" to Form 990, Part IV, lines 31 or 32; or Form 990-EZ, line 36.
bullet

Attach certified copies of any articles of dissolution, resolutions, or plans.
bullet

Attach to Form 990 or 990-EZ.
bullet

Information about Schedule N (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047

2014

Open to Public
Inspection

Name of the organization
Summa Health Group Return

Employer identification number
90-0640432

Part I

Liquidation, Termination, or Dissolution. Complete this part if the organization answered "Yes" to Form 990, Part IV, line 31, or Form 990-EZ, line 36.
Part I can be duplicated if additional space is needed.

1(a)Description of asset(s) distributed or transaction expenses paid	(b)Date of distribution	(c)Fair market value of asset(s) distributed or amount of transaction expenses	(d)Method of determining FMV for asset(s) distributed or transaction expenses	(e)EIN of recipient	(f)Name and address of recipient	(g)IRC section of recipient(s) (if tax-exempt) or type of entity
SWR Fixed Assets (Net), A/R and Other	07-13-2014	25,018,234	Book Value	26-1375072	Summa Barberton Citizens Hospital 155 Fifth Street Barberton,OH44203	501(c)(3)

Yes

Did or will any officer, director, trustee, or key employee of the organization:

Become a director or trustee of a successor or transferee organization? . . . . . . . . . . . . . . . . . . . . .

Become an employee of, or independent contractor for, a successor or transferee organization? . . . . . . . . . . . . . . . .

Become a direct or indirect owner of a successor or transferee organization? . . . . . . . . . . . . . . . . . . . .

Receive, or become entitled to, compensation or other similar payments as a result of the organization's liquidation, termination, or dissolution? . . . . .

If the organization answered "Yes" to any of the questions on lines 2a through 2d, provide the name of the person involved and explain in Part III. bullet

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or Form 990-EZ.

Cat. No. 50087Z

Schedule N (Form 990 or 990-EZ) (2014)

Page 2

Part I

Liquidation, Termination, or Dissolution (continued)

Note. If the organization distributed all of its assets during the tax year, then Form 990, Part X, column (B), line 16 (Total assets), and line 26 (Total liabilities), should equal -0-.

Yes

Did the organization distribute its assets in accordance with its governing instrument(s)? If "No," describe in Part III . . . . . . . . . . .

Yes

Is the organization required to notify the attorney general or other appropriate state official of its intent to dissolve, liquidate, or terminate? . . . . . .

Yes

If "Yes," did the organization provide such notice? . . . . . . . . . . . . . . . . . . . . . . . . . .

Yes

Did the organization discharge or pay all of its liabilities in accordance with state laws? . . . . . . . . . . . . . . . . .

Yes

Did the organization have any tax-exempt bonds outstanding during the year? . . . . . . . . . . . . . . . . . . . .

If "Yes" to line 6a, did the organization discharge or defease all of its tax-exempt bond liabilities during the tax year in accordance with the Internal Revenue Code and state laws?

If "Yes" to line 6b, describe in Part III how the organization defeased or otherwise settled these liabilities. If "No" to line 6b, explain in Part III.

Part II

Sale, Exchange, Disposition, or Other Transfer of More Than 25% of the Organization's Assets. Complete this part if the organization answered "Yes" to Form 990, Part IV, line 32, or Form 990-EZ, line 36. Part II can be duplicated if additional space is needed.

1(a) Description of asset(s) distributed or transaction expenses paid	(b) Date of distribution	(c) Fair market value of asset(s) distributed or amount of transaction expenses	(d) Method of determining FMV for asset(s) distributed or transaction expenses	(e) EIN of recipient	(f) Name and address of recipient	(g) IRC section of recipient(s) (if tax-exempt) or type of entity

Yes

Did or will any officer, director, trustee, or key employee of the organization:

Become a director or trustee of a successor or transferee organization? . . . . . . . . . . . . . . . . . . . . .

Become an employee of, or independent contractor for, a successor or transferee organization? . . . . . . . . . . . . . . . .

Become a direct or indirect owner of a successor or transferee organization? . . . . . . . . . . . . . . . . . . . . .

Receive, or become entitled to, compensation or other similar payments as a result of the organization’s significant disposition of assets? . . . . . . .

If the organization answered "Yes" to any of the questions on lines 2a through 2d, provide the name of the person involved and explain in Part III. bullet

Schedule N(Form 990 or 990-EZ) (2014)

Schedule N (Form 990 or 990-EZ) (2014)

Page 3

Part III

Supplemental Information. Provide the information required by Part I, lines 2e and 6c, and Part II, line 2e. Also complete this part to provide any additional information.

Return Reference	Explanation

Schedule N (Form 990 or 990-EZ) (2014)

Additional Data

Software ID:	14000329
Software Version:	2014v1.0

- TIN:

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 990-EZ or to provide any additional information.
MediumBullet

Attach to Form 990 or 990-EZ.
MediumBullet

Information about Schedule O (Form 990 or 990-EZ) and its instructions is at
www.irs.gov/form990.

OMB No. 1545-0047

2014

Open to Public
Inspection

Name of the organization

Summa Health Group Return

Employer identification number

90-0640432

Return Reference	Explanation
Form 990, Part III, Line 3 Significant changes in program services	Summa Wadsworth Hospital was merged into Summa Barberton Citizens Hospital on July 13, 2014.
CoreFormPartIII_PartIIILine4d Description of other program services	(Expenses $ 11,825,302 including grants of $ 354,193)(Revenue $ 16,839,420) SUMMA HEALTH IS AN INTEGRATED HEALTHCARE DELIVERY SYSTEM THAT PROVIDES COORDINATED, VALUE-BASED CARE ACROSS THE CONTINUUM FOR THE PEOPLE AND POPULATIONS WE SERVE. WE HOLD OURSELVES CLINICALLY AND FINANCIALLY ACCOUNTABLE FOR HEALTH OUTCOMES IN OUR COMMUNITIES. SUMMA HEALTH SERVES MORE THAN ONE MILLION PATIENTS EACH YEAR IN COMPREHENSIVE EMERGENCY, ACUTE, CRITICAL, OUTPATIENT AND LONG-TERM/HOMECARE SETTINGS AND REPRESENTS MORE THAN 1,700 REGISTERED, INPATIENT BEDS ON THE CAMPUSES OF SUMMA HEALTH SYSTEM, SUMMA BARBERTON CITIZEN'S HOSPITAL, THE WADSWORTH-RITTMAN AREA HOSPITAL ASSOCIATION, SUMMA REHAB HOSPITAL, WESTERN RESERVE HOSPITAL, AND CRYSTAL CLINIC ORTHOPAEDIC CENTER. IN ADDITION, OUTPATIENT CARE IS PROVIDED IN MORE THAN 16 COMMUNITY HEALTH CENTERS AND EMERGENCY DEPARTMENTS (EDS), SOME INTEGRATED IN THE HEALTHCARE FACILITIES, OTHERS ARE FREE-STANDING. SUMMA REHAB HOSPITAL, * WESTERN RESERVE HOSPITAL AND *CRYSTAL CLINIC ORTHOPAEDIC CENTER ARE JOINT VENTURES IN WHICH SUMMA HEALTH HAS AN INTEREST, AND ARE REFERENCED IN THIS DOCUMENT FOR THE PURPOSE OF IDENTIFYING ALL ENTITIES AFFILIATED WITH SUMMA HEALTH. SUMMA'S PROPORTIONATE INTEREST OF THESE JOINT VENTURES' CHARITY CARE AND OTHER COMMUNITY BENEFITS ARE INCLUDED ON SCHEDULE H OF SUMMA HEALTH'S IRS FORM 990 GROUP RETURN. PROVIDING SUPERIOR, MULTI-SPECIALTY PATIENT CARE, MEDICAL RESEARCH AND CONTINUING MEDICAL EDUCATION, SUMMA HEALTH RANKS AS A HIGHLY RECOGNIZED HEALTHCARE PROVIDER IN SEVERAL DISCIPLINES INCLUDING: BARIATRIC SURGERY, CARDIOVASCULAR, EMERGENCY, ONCOLOGY, ORTHOPAEDIC SURGERY, PRIMARY CARE SPORTS MEDICINE, 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 NURSING CREDENTIALING CENTER PREMIER HEALTHCARE ALLIANCE OHIO PATIENT SAFETY INSTITUTE US NEWS AND WORLD REPORT CONQUER CANCER FOUNDATION AMERICAN SOCIETY OF CLNICAL ONCOLOGY AMERICAN COLLEGE OF RADIATION AMERICAN COLLEGE OF SURGEONS: COMMISSION ON CANCER NURSES IMPROVING CARE FOR HEALTHSYSTEM ELDERS AMERICAN SOCIETY FOR METABOLIC AND BARIATRIC SURGERY: CENTER OF EXCELLENCE CARECHEX METABOLIC AND BARIATRIC SURGERY ACCREDITATION AND QUALITY IMPROVEMENT PROGRAM THE JOINT COMMISSION SUMMA HEALTH IS SUMMIT COUNTY'S LARGEST EMPLOYER AND A LEADING ECONOMIC ENGINE FOR THE REGION. SUMMA HEALTH INCLUDES THE FOLLOWING: SUMMA HEALTH SYSTEM: SUMMA HEALTH SYSTEM IS A SINGLE LEGAL ENTITY THAT INCLUDES TWO HOSPITAL CAMPUSES AND SEVERAL OFF-SITE LOCATIONS. SUMMA HEALTH SYSTEM OPERATES BOTH HOSPITAL LOCATIONS AS WELL AS THE HOSPITAL-BASED OFF-SITE LOCATIONS UNDER THE SAME MEDICARE PROVIDER NUMBER. SUMMA HEALTH SYSTEM EMPLOYS MORE THAN 9,000 INDIVIDUALS WITH SUMMA HEALTH SYSTEM ACCOUNTING FOR APPROXIMATELY 7,000 OF THESE EMPLOYEES. SUMMA HEALTH SYSTEM HAS A MEDICAL STAFF OF MORE THAN 1,000 PROFESSIONALS WORKING ON ITS CAMPUSES. SUMMA HEALTH SYTSEM HAS 946 REGISTERED BEDS AND 46 LICENSED BASSINETS. THE BUILDINGS AND FACILITIES ON BOTH CAMPUSES TOTAL APPROXIMATELY 1.7 MILLION SQUARE FEET. SUMMA HEALTH SYSTEM OFFERS GENERAL MEDICAL, SURGICAL, OBSTETRICAL, TRAUMA, 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. SUMMA HEALTH SYSTEM RECEIVED THE FOLLOWING RECOGNITION IN 2014: SUMMA AKRON CITY & ST. THOMAS HOSPITALS RANKED SIXTH BEST HOSPITAL IN OHIO BY U.S. NEWS & WORLD REPORT. IT IS RANKED NATIONALLY IN 2 SPECIALTIES OF ENDOCRINOLOGY (DIABETES CARE) AND GASTROENTEREOLOGY; AND AS HIGH PERFORMING IN 9 OTHER ADULT SPECIALTIES: CARDIOLOGY & HEART SURGERY; EAR, NOSE & THROAT; GERIATRICS; GYNECOLOGY; NEPHROLOGY; NEUROLOGY & NEUROSURGERY; ORTHOPEDICS; PULMONOLOGY; AND UROLOGY. SUMMA BECAME ONE OF EIGHT COMMUNITY ONCOLOGY PRACTICES IN THE COUNTRYRECOGNIZED BY THE CONQUER CANCER FOUNDATION FOR ITS COMMITMENT TO HIGH-QUALITY CLINICAL TRIALS. SUMMA ST. THOMAS HOSPITAL CAMPUS PROVIDES VARIOUS DIAGNOSTIC SERVICES ALONG WITH BEHAVIORAL HEALTH AND SUBSTANCE ABUSE CARE. 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 HEALTH SYSTEM IS A MAJOR TEACHING AFFILIATE FOR NORTHEAST OHIO MEDICAL UNIVERSITY (NEOMED), SPONSORING AND/OR CO-SPONSORING 17 RESIDENCIES AND FELLOWSHIPS ALONG WITH PROVIDING EDUCATIONAL ROTATIONS FOR MEDICAL STUDENTS. SUMMA BARBERTON CITIZEN'S HOSPITAL: SUMMA BARBERTON CITIZEN'S HOSPITAL IS A 500,000 SQUARE FOOT ACUTE CARE TEACHING HOSPITAL LOCATED ON NEARLY 16 ACRES, LOCATED APPROXIMATELY 10 MILES SOUTHWEST OF AKRON, OHIO. THE HOSPITAL HAS MORE THAN 1,600 EMPLOYEES AND HAS A MEDICAL STAFF OF MORE THAN 500 PROFESSIONALS. IT HAS 235 REGISTERED ADULT BEDS AND 14 AVAILABLE BASSINETS. SUMMA BARBERTON CITIZEN'S HOPSITAL RECEIVED THE FOLLOWING RECOGNITION IN 2014: MAINTAINED ACCREDITATION FOR CHEST PAIN CENTER BY THE SOCIETY OF CARDIOVASCULAR PATIENT CARE, NATIONAL ACCREDITATION PROGRAM FOR BREAST CENTERS, BREAST IMAGING CENTER OF EXCELLENCE (ACR), COMMISSION ON CANCER ACCREDITATION, HOSTED "LOVE YOUR LUNGS" IN RECOGNITION OF NATIONAL SMOKE OUT DAY AND WAS AN ACTIVE MEMBER OF ANNUAL MUMFEST AND OTHER COMMUNITY EVENTS. THE WADSWORTH-RITTMAN AREA HOSPITAL ASSOCIATION: THE WADSWORTH-RITTMAN AREA HOSPITAL ASSOCIATION WAS MERGED INTO SUMMA BARBERTON CITIZEN'S HOSPITAL DURING 2014. IT'S CAMPUS HAS APPROXIMATELY 200,000 SQUARE FOOT, ON APPROXIMATELY 38 ACRES. LOCATED APPROXIMATELY 20 MILES WEST OF AKRON, OHIO, THE FACILITY HOUSES A WIDE RANGE OF DIAGNOSTIC SERVICES INCLUDING RADIOLOGY, GENERAL MEDICAL, AMBULATORY SURGERY AND A 24/7 EMERGENCY DEPARTMENT. WADSWORTH-RITTMAN AREA HOSPITAL ASSOCIATION PARTICIPATED IN MANY COMMUNITY EVENTS THROUGHOUT THE YEAR INCLUDING SPONSOR FOR BLUETIP FESTIVAL, "SCARE ON THE SQUARE," "CANDLELIGHT WALK," YEAR-LONG BICENNENTIAL CELEBRATIONS AND HOSTED "LOVE YOUR LUNGS" IN RECOGNITION OF NATIONAL SMOKE OUT DAY. CHARITY CARE IN 2014, SUMMA HEALTH PROVIDED FINANCIAL ASSISTANCE AT AN ESTIMATED NET COST OF NEARLY $14 MILLION. THIS AMOUNT REPRESENTS THE NET COST ASSOCIATED WITH PROVIDING THE CARE AND DOES NOT INCLUDE BAD DEBT. PATIENTS WITH INCOME 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 FULLY DISCOUNTED 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 2014, THE FINANCIAL ASSISTANCE PROGRAM (INCLUDING HOSPITAL CARE ASSURANCE PROGRAM) BENEFITED APPROXIMATELY 28,000 PATIENT ENCOUNTERS.
CoreFormPartIII_PartIIILine4d Description of other program services	(Expenses $ 0 including grants of $ 0)(Revenue $ 0) Part III Line 4D - Other Program Services - continued: MEDICAID SHORTFALL HISTORICALLY, OHIO MEDICAID REIMBURSEMENTS HAVE NOT COVERED THE COST OF PROVIDING THE CARE TO PROGRAM BENEFICIARIES, CREATING A BUDGETARY SHORTFALL. AS ONE OF NORTHEAST OHIO'S TOP PROVIDERS OF HOSPITAL CARE FOR MEDICAID PATIENTS, SUMMA HEALTH'S UNPAID COSTS FOR MEDICAID TOTALED MORE THAN $6.8 MILLION. BAD DEBT SUMMA HEALTH IS COMMITED TO PROVIDING QUALITY AND ACCESSIBLE HEALTHCARE. THIS INCLUDES COVERING THE EXPENSE OF PAYMENTS THAT WERE EXPECTED BUT NOT RECEIVED. WHILE SUMMA HEALTH RECOGNIZES BAD DEBT IS PART OF DOING BUSINESS, IT AGREES WITH THE OHIO HOSPITAL ASSOCIATION THAT IT IS IMPORTANT TO REPORT THESE COSTS TO SHOW THE TOTAL PICTURE OF CARE SUMMA HEALTH PROVIDES TO THE COMMUNITY WITHOUT FULL REIMBURSEMENT. IN 2014, THE COST FOR PROVIDING CARE WRITTEN OFF AS A BAD DEBT EXPENSE WAS APPROXIMATELY $24 MILLION. COMMUNITY HEALTH IMPROVEMENT SERVICES AN IMPORTANT PART OF SUMMA HEALTH'S MISSION IS OFFERING A PREVENTION AND WELLNESS PROGRAM TO BUILD A HEALTHIER COMMUNITY. IN 2014, SUMMA HEALTH PROVIDED MORE THAN $1.2 MILLION TO HELP FUND HEALTH IMPROVEMENT ACTIVITIES SUCH AS FREE AND LOW-COST HEALTH SCREENING, HEALTH EDUCATION SERVICES AND WELLNESS PROGRAMMING. SUBSIDIZED HEALTH SERVICES SUMMA HEALTH IS COMMITTED TO PROVIDING SUBSIDIZED HEALTH SERVICES - CLINICIAL 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, AND DIABETES EDUCATION ARE OFFERED, EVEN THOUGH THEY ARE NOT PROFITABLE. INCOME FROM OTHER SERVICES IS USED TO COVER THESE COSTS. IN 2014, THE COST FOR SUBSIDIZED SERVICES WAS APPROXIMATELY $24 MILLION. FINANCIAL AND IN-KIND DONATIONS ANNUALLY, SUMMA HEALTH CONTRIBUTES FINANCIAL ASSISTANCE AND IN-KIND SERVICES TO SUPPORT COMMUNITY ORGANIZATIONS THAT PROMOTE HEALTH, WELLNESS, AND AN IMPROVED QUALITY OF LIFE. FROM THE LOCAL CHAPTERS OF NATIONAL GROUPS SUCH AS UNITED WAY, THE AMERICAN HEART ASSOCIATION AND THE AMERICAN CANCER SOCIETY, TO AKRON COMMUNITY HEALTH RESOURCES (AKRON'S ONLY FEDERALLY-FUNDED HEALTH CENTER) SUMMA HEALTH PARTICIPATES IN NUMEROUS COMMUNITY PROGRAMS AND HELPS OTHER NONPROFITS FULFILL THEIR MISSIONS. IN 2014, THESE CONTRIBUTIONS WERE MORE THAN $1 MILLION. RESEARCH SUMMA HEALTH'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 AND HELPS SET THE HIGHEST STANDARDS FOR MEDICAL CARE IN THE COMMUNITY. SUMMA HEALTH'S REPUTATION FOR EXCELLENCE IN SUCH CRITICAL SPECIALITIES AS CARDIOLOGY, DIABETES, EMERGENCY SERVICES, ORTHOPAEDICS, ONCOLOGY, SENIOR HEALTH, SURGERY, AND WOMEN'S HEALTH CONTINUES TO GROW THROUGH RESEARCH AND INNOVATION. SUMMA HEALTH INVESTED MORE THAN $6.4 MILLION IN RESEARCH IN 2014. 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. EDUCATION SUMMA HEALTH SUPPORTS THE EDUCATION OF PHYSICIANS AND OTHER HEALTHCARE PROFESSIONALS. SUMMA HEALTH SYSTEM IS THE LARGEST OF THE MAJOR TEACHING AFFILIATES OF THE NORTHEST OHIO MEDICAL UNIVERSITY (NEOMED, A CONSORTIUM OF THE UNIVERSITY OF AKRON, KENT STATE UNIVERSITY AND YOUNGSTOWN STATE UNIVERSITY, AND OFFERS EDUCATION TO NEOMED'S COLLEGES OF MEDICINE AND PHARMACY STUDENTS, AS WELL AS TO MEDICAL STUDENTS FROM SCHOOLS AROUND THE COUNTRY. IN ADDITION, SUMMA HEALTH OFFERS 17 ACCREDITED RESIDENCY TRAINING PROGRAMS IN NUMEROUS SPECIALTIES, TRAINING THE NEXT GENERATION OF PRIMARY CARE AND SPECIALTY PHYSICIANS FOR THE REGION AND BEYOND. NURSING EDUCATION ALSO IS OFFERED IN COLLABORATION WITH OUR LOCAL UNIVERSITY PARTNERS. IN 2014, APPROXIMATELY 230 RESIDENTS AND FELLOWS TRAINED AT SUMMA HEALTH'S THREE MAIN HOSPITALS. ON AVERAGE, APPROXIMATELY 40% OF THESE RESIDENTS REMAIN IN OUR LOCAL AND SURROUNDING COMMUNITIES. SUMMA HEALTH'S 2014 INVESTMENT IN HEALTH PROFESSIONS EDUCATION TOTALED $24 MILLION. SUMMA HEALTH 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. SUMMA HEALTH SERVICES: FOLLOWING IS A DESCRIPTION OF SUMMA HEALTH'S NOTABLE ACCOMPLISHMENTS BY PRIMARY SERVICE LINES IN 2014: CARDIOVASCULAR - AN UPGRADED HEART RHYTHM SERVICES (HRS) LAB OPENED IN JANUARY ON THE CAMPUS OF SUMMA AKRON CITY HOSPITAL. SUMMA'S CARDIOVASCULAR INSTITUTE APPLIED FOR, AND WAS ACCEPTED TO, THE CENTERS FOR MEDICARE AND MEDICAID INNOVATION'S BUNDLED PAYMENTS FOR CARE INITIATIVE PROGRAM. SUMMIT COUNTY'S FIRST TRANSCATHETER AORTIC VALVE REPLACEMENT (TAVR) PERFORMED IN THE NEW HYBRID OPERATING ROOM SUITE IN DECEMBER 2014. EMERGENCY/TRAUMA SERVICES - EMS DEVELOPED AND IMPLEMENTED EMS DIRECT ACTIVATION OF THE CARDIAC CATHETERIZATION LAB FOR CHEST PAIN PATIENTS, RESULTING IN AN OVERALL DECREASE TIME OF TEN MINUTES. THIS RESULTED IN RECOGNITION BY THE AMERICAN HEART ASSOCIATION'S PLATINUM ACHIEVEMENT AWARD. NEUROSCIENCE - IN ADDITION TO THE JOINT COMMISSION'S STROKE RECERTIFICATION, THE "TARGET STROKE AWARD" AND "GET WITH THE GUIDELINES GOLD PLUS AWARD" WERE RECEIVED FROM AHA. ONCOLOGY - SUMMA HEALTH APPROVED THE VERO LINEAR ACCELERATOR TO EXPAND THE RADIOSURGERY PROGRAM, MAKING SUMMA AKRON CITY HOSPITAL THE FIRST COMMUNITY HOSPITAL IN THE COUNTRY TO HAVE THIS SPECIALIZED TECHNOLOGY. IN 2014, SUMMA BECAME ONE OF EIGHT COMMUNITY ONCOLOGY PRACTICES IN THE COUNTRYRECOGNIZED BY THE CONQUER CANCER FOUNDATION FOR ITS COMMITMENT TO HIGH-QUALITY CLINICAL TRIALS. SUBSTANTIAL INVESTMENT TO PROVIDE ADVANCED CANCER CARE TO PATIENTS IN THE REGION WITH ONCOLOGY ADDED TEN NEW ONCOLOGY SPECIALISTS, FROM SURGEONS TO RADIOLOGISTS, AND APPROVING OVER $4 MILLION TO ADD 3D MAMMOGRAPHY TECHNOLOGY AND A NEW BREAST CENTER IN AKRON. ORTHOPAEDICS - CRYSTAL CLINIC ORTHOPAEDIC CENTER WAS RECOGNIZED BY COMPARION MEDICAL ANALYTICS/CARECHEX FOR BEST QUALITY IN ORTHOPEDIC CARE AND JOINT REPLACEMENT SURGERY. RESPIRATORY - EXPANDED ITS SMOKING CESSATION PROGRAM ACROSS THE SYSTEM, AND IMPLEMENTED A SCREENING CHEST SCAN (CT) PROGRAM FOR LUNG CANCER. SENIORS, POST ACUTE AND TRANSITIONAL CARE - IN ADDITION TO THE PALLATIVE CARE RECOGNITION BY THE JOINT COMMISSION, SUMMA HEALTH'S HOSPITALS ACHIEVED NICHE (NURSES IMPROVING CARE FOR HEALTH SYSTEM ELDERS) DESIGNATION FOR THE UPCOMING YEAR. SENIOR SERVICES LEADER SELECTED AS "PRACTICE CHANGE LEADER" FOR HER WORK IN DEVELOPING NEW MODEL OF PRIMARY CARE FOR FRAIL CHRONICALLY ILL ELDERLY PATIENTS. WOMEN'S SERVICES - MET OR EXCEEDED THE OHIO HOSPITAL AVERAGE IN SIX PERINATAL MEASURES, LEADING TO THE OHA'S PATIENT SAFETY INSTITUTE'S BEST PRACTICE AWARD NOTED ABOVE. ALSO SUCCESSFULLY IMPLEMENTED A LARGE INFORMATICS UPGRADE TO THE OBSTETRICAL ELECTRONIC DOCUMENTATION AND FETAL SURVEILLANCE SYSTEM TO IMPROVE SAFETY AND REPORTING RELIABILITY. INTRODUCED RELAX BIRTH, AN INNOVATIVE BIRTHING OPTION FOR WOMEN. DEVELOPED WOMEN'SHEALTH APP FOR PATIENT EDUCATION. LED OR PARTICIPATED IN SEVERAL OB/GYN RESEARCH EFFORTS.
CoreFormPartIII_PartIIILine4d Description of other program services	(Expenses $ 0 including grants of $ 0)(Revenue $ 0) Part III Line 4D - Other Program Services - Final Section: SUMMARY ALTHOUGH REIMBURSEMENT FOR SERVICES RENDERED IS CRITICAL TO THE OPERATIONS AND STABILITY OF SUMMA HEALTH, NOT ALL INDIVIDUALS POSSESS THE ABILITY TO PURCHASE ESSENTIAL MEDICAL SERVICES. SUMMA HEALTH PROVIDED SERVICES TO ALL PATIENTS ON A NON-DISCRIMINATORY BASIS AND WITHOUT REGARD TO ANY PATIENT'S ABILITY TO PAY FOR SUCH SERVICES OR THE INDIVIDUAL'S PARTICIPATION IN A GOVERNMENT-SPONSORED OR SUBSIDIZED HEALTHCARE SYSTEM. PATIENTS WERE ENCOURAGED TO APPLY FOR UNCOMPENSATED CARE AND, DEPENDING ON THEIR LEVEL OF INCOME AND NUMBER OF DEPENDENTS, ALL (OR A PORTION) OF THEIR BILL WAS REDUCED. GROSS ANNUAL FAMILY INCOME WAS COMPARED USING A SLIDING SCALE BASED ON THE FEDERAL POVERTY INCOME GUIDELINES TO DETERMINE ITHE CHARITY DISCOUNT FOR WHICH THE PATIENT MAY BE ELIGIBLE. IN 2014, SUMMA HEALTH PROVIDED CHARITY CARE TO THE INDIGENT (INCLUDING UNREIMBURSED MEDICAID) AT THE COST OF APPROXIMATELY $14.2 MILLION. THIS AMOUNT DOES NOT INCLUDE SERVICES PROVIDED WRITTEN OFF AS BAD DEBT. IN ADDITON TO UNCOMPENSATED MEDICAL CARE, SUMMA HEALTH PROVIDED WELLNESS PROGRAMS, COMMUNITY EDUCATION PROGRAMS AND SPECIAL PROGRAMS FOR THE ELDERLY, HANDICAPPED, AND MEDICALLY UNDERSERVED. SUMMA HEALTH ALSO OPERATED A VARIETY OF BROAD COMMUNITY SUPPORT ACTIVITIES. THESE PROGRAMS WERE OFFERED AT A REDUCED PRICE OR PROVIDED TO THE COMMUNITY FREE OF CHARGE. SUMMA HEALTH OPERATES ITS FACILITIES IN A MANNER CONSISTENT WITH THE COMMUNITY BENEFIT REQUIREMENTS OF REV. RULE 69-545 AND SUBSEQUENT CASE LAW AND IRS GUIDELINES. SUMMA HEALTH'S HOSPITALS PROVIDE EMERGENCY SERVICES WHICH ARE OPEN AND AVAILABLE TO ALL PERSONS OF THE COMMUNITY, REGARDLESS OF THEIR ABILITY TO PAY. THE BOARD OF DIRECTORS CONSISTED OF PERSONS WHO ARE BROADLY REPRESENTATIVE OF THE COMMUNITY AND MEDICAL STAFF. SUMMA PHYSICIANS INC. - PROGRAM SERVICE ACCOMPLISHMENTS SUMMA PHYSICIANS INC. (SPI) IS A SUMMA HEALTH ENTITY COMPRISED OF MULTI-SPECIALTY PHYSICIANS AND PRACTICES. IN TOTAL, SPI EMPLOYS NEARLY 300 PHYSICIANS AND MORE THAN 700 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 2014, SPI CONTINUED ITS DEVELOPMENT OF PRIMARY CARE PODS AND THE MEDICAL HOME MODEL OF CARE, TO FURTHER ENHANCE THE FOCUSED PATIENT CARE MODEL, BETTER COMMUNICATE QUALITY INITIATIVES AND ENHANCE PHYSICIAN RECRUITMENT. SUMMA FOUNDATION - PROGRAM SERVICE ACCOMPLISHMENTS THROUGH PHILANTHROPY, SUMMA FOUNDATION SUPPORTS MEDICAL EDUCATION, RESEARCH, TECHNOLOGY, AND CLINICAL INNOVATION. ENCOMPASSING FUNDRAISING, RESOURCE DEVELOPMENT, COMMUNITY BENEFIT, DIVERSITY AND GOVERNMENT RELATIONS, SUMMA FOUNDATION WORKS TO DEVELOP NEW, DIVERSIFIED AND INCREASED RESOURCES AND BUILD RELATIONSHIPS THAT INFLUENCE HEALTH POLICY TO ADVANCE THE REGIONAL PRIORITIES OF SUMMA HEALTH. DEVELOPMENT THE FOUNDATION'S DEVELOPMENT DEPARTMENT OFFERS A SPECTRUM OF PHILANTHROPIC OPTIONS FOR DONORS DESIGNED TO CREATE A POSITIVE IMPACT ON SUMMA HEALTH'S OPERATIONS, PROGRAMS, PROJECTS AND PERCEPTIONS AND TO AFFECT POSITIVE CHANGE IN THE COMMUNITIES SUMMA HEALTH SERVES. DEVELOPMENT HOUSES THE GRANT AND PROPOSAL DEVELOPMENT OFFICES CREATED TO IDENTIFY THE RESOURCES AND EXPERTISE OF EXTERNAL AND INTERNAL PARTNERS TO GENERATE FUNDING OR RESEARCH, EDUCATION AND CLINICAL AND SYSTEM PROJECTS. PHILANTHROPIC COMMITMENTS TO THE SUMMA FOUNDATION IN 2014 TOTALED $9.1 MILLION. COMMUNITY BENEFIT AND DIVERSITY THIS DEPARTMENT LEADS EFFORTS TO ADDRESS HEALTH DISPARITIES AND OTHER IMPORTANT COMMUNITY NEEDS AND RAISE AWARENESS OF HEALTH AND HEALTHCARE ISSUES AFFECTING THE COMMUNITIES SERVED BY SUMMA HEALTH. COMMUNITY BENEFIT AND DIVERSITY PROVIDE WELLNESS AND EDUCATIONAL TOOLS, FACILITATE ECONOMIC DEVELOPMENT PROGRAMS, DEVELOP COMMUNITY PARTNERSHIPS, COMMUNICATE SUMMA HEALTH'S BENEFIT TO THE COMMUNITY AND ENGAGE THE COMMUNITY AND ITS WORKFORCE WITHIN THE SYSTEM AND THROUGHOUT THE REGION. GOVERNMENT RELATIONS THIS DEPARTMENT IS DEDICATED TO ELEVATING SUMMA HEALTH AS A CREDIBLE LEADER AND PARTNER IN THE HEALTH POLICY PLANNING PROCESS. THIS DEPARTMENT COLLABORATES WITH THE SYSTEM DEVELOPMENT TEAM TO BEST POSITION SUMMA EDUCATION, RESEARCH AND CLINICAL INNOVATION PRIORITIES WITH PUBLIC SECTOR FUNDING OPPORTUNITIES.
Form 990, Part VI, Line 1a Material differences in voting rights	Summa Health System (fka Summa Akron City and St. Thomas Hospitals): N/A Summa Foundation : Summa Foundation has an Executive Committee comprised of the Chair, Vice Chair, Secretary, Treasurer, and one additional Director of the Summa Foundation. All members of the Executive Committee are Directors of Summa 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 Summa Wadsworth-Rittman Hospital (merged July 1, 2014): N/A
Form 990, Part VI, Line 2 Family/business relationships amongst interested persons	Thomas J. Strauss, Brian Derrick and William A. Powel, III - Business relationship, Thomas J. Strauss and Thomas Malone, M.D. - Business relationship, William Bauman, M.D., Robert Debski, M.D., Scott Weiner, M.D., Thomas P. O'Neill, Robert A. Gerberry, and William A. Powel, III - Business relationship, Erik Steele, D.O. and Thomas P. O'Neill - Business relationship, Thomas Knoll, William A. Powel, III, Brian Derrick, Erik Steele, D.O., and Thomas J. Strauss - Business relationship, Samir Gibara and Scott Honnold - Business relationship, George Daverio, Jr. and C. Gordon Ewers - Business relationship, Jason Butterworth and Mark Krohn - Business relationship, Dale Murphy, M.D. and William A. Powel, III - Business relationship
Form 990, Part VI, Line 4 Significant changes to organizational documents	Summa Wadsworth-Rittman Hospital merged with Summa Barberton Citizens Hospital effective as of July 1, 2014. Summa Barberton Citizens Hospital was the surviving entity. Additionally, Summa Akron City and St. Thomas Hospitals changed its name to Summa Health System.
Form 990, Part VI, Line 6 Classes of members or stockholders	Summa Health System (fka Summa Akron City and St. Thomas Hospitals) Summa Health is the sole member of Summa Health System. Summa Foundation Summa Health is the sole member of Summa Foundation Summa Barberton Citizens Hospital Summa Health is the sole member of Summa Barberton Citizens Hospital. Summa Wadsworth-Rittman Hospital Prior to the merger of Summa Wadsworth-Rittman Hospital, effective as of July 1, 2014, Summa Health was the sole member of Summa Wadsworth-Rittman Hospital. Summa Physicians, Inc. Summa Physicians, Inc. has stockholders; the stock is held in trust for the benefit of Summa Health.
Form 990, Part VI, Line 7a Members or stockholders electing members of governing body	Summa Health System (fka Summa Akron City and St. Thomas Hospitals) The Directors of the Corporation are elected as set forth below: * Nine (9) non-physician Directors are elected by Summa Health as the sole member of the Corporation. * Six (6) physician Directors are elected from a slate of nominees nominated through a process to be developed by the Medical Staffs of the Summa Hospitals * The Chief Medical Officer of Summa Health is a Special Voting Director Summa Barberton Citizens Hospital The Directors of the Corporation are elected as set forth below: * Nine (9) non-physician Directors are elected by Summa Health as the sole member of the Corporation. * Six (6) physician Directors are elected from a slate of nominees nominated through a process to be developed by the Medical Staffs of the Summa Hospitals * The Chief Medical Officer of Summa Health System is a Special Voting Director Summa Foundation In addition to directors elected by the Summa Health Board as the sole member of Summa Foundation, the President and CEO of Summa Health serves as a director of Summa Foundation. Summa Physicians, Inc. Summa Physicians, Inc. is affiliated with Summa Health System and only persons approved by Summa Health System or employed by Summa Health system or an affiliated entity may serve as a director of Summa Physicians, Inc.
Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders	Summa Health System (fka Summa Akron City and St. Thomas Hospitals) Summa Barberton Citizens Hospital Summa Wadsworth-Rittman Hospital Summa Health is the sole member of each of Summa Health System, Summa Barberton Citizens Hospital, and Summa Wadsworth-Rittman Hospital. As the sole member, Summa Health has the power and authority to approve or disapprove of each of the following on behalf of each of Summa Health System, Summa Barberton Citizens Hospital, and Summa Wadsworth-Rittman Hospital: (i) Any modification of the essential nature, purpose, mission or operations of the Corporation; (ii) Adoption of a Code of Regulations, Bylaws 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, Directors or Managers 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/or Chief Executive Officer or similar officer(s) of the Corporation; (vii) Adoption of annual operating and capital budgets of the Corporation; (viii) The borrowing of money or other incurring or creating of any indebtedness of the Corporation, including by way of a guaranty of the debt of another, in an amount greater than $1,000,000 or that will increase the amount of indebtedness incurred in the current calendar year, in the aggregate, to more than $3,500,000; (ix) Adoption of the long range plans of the Corporation; (x) Determinations as to the use and occupancy of any building owned or leased by the Corporation; (xi) The sale, encumbrance, lease or disposition of real property of the Corporation other than in the ordinary course of the operations of the Corporation; and (xii) The merger, reorganization, dissolution or other corporate action of a similar nature, including participation in a joint venture, proposed by the Corporation. Summa Foundation Summa Health 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 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 incurred, 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. Summa Physicians, Inc.: N/A
Form 990, Part VI, Line 11b Review of form 990 by governing body	The return was reviewed in detail by a committee consisting of internal legal counsel, financial management, and an external auditor. The review committee included the Senior Vice President, Finance & CFO and the Senior Vice President, Legal Services & General Counsel. This detailed review occurred in October 2015. Following this review and incorporation of changes recommended by this committee, the return was provided to the Summa Health Committee on Governance prior to its October 2015 meeting for further review. The Committee on Governance is a standing committee appointed by the Summa Health Board of Directors and includes members of the Board of Directors. Schedule H of the return was also reviewed by the Summa Health 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, Part VI, Line 12c Conflict of interest policy	A conflict of interest questionnaire is sent annually to all Summa Health 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 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 policy on conflict of interest as approved by the Summa Health 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 a 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, Part VI, Line 15a Process to establish compensation of top management official	Executive Compensation: The Compensation Committee of the Summa Health 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 with the exception of one board member who is an independent contractor who recuses himself on voting regarding the CEO evaluation and compensation package. The Compensation Committee engages outside consulting support to provide independent market data, advice and counsel to the Compensation Committee. For the past five years, the Compensation Committee has used 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 * President & CEO * Senior Vice President, Finance & CFO * Senior Vice President, Legal Services & General Counsel * Senior Vice President, IT&S & CIO * Senior Vice President, Service Lines, Ambulatory & Ancillary * Senior Vice President, Planning & Marketing * Senior Vice President & Chief Nursing Officer * Senior Vice President, Human Resources * Senior Vice President, Chief Medical Officer * Chief Operating Officer Summa Health System (fka Summa Akron City and St. Thomas Hospitals) * President Summa Foundation * President Summa Barberton Citizens Hospital & Summa Wadsworth-Rittman Hospital * Sr. Vice President, Hospital Operations/Site Administrator Summa Physicians, Inc. * President
Form 990, Part VI, Line 15b Process to establish compensation of other employees	See response to Part VI, Line 15a
Form 990, Part VI, Line 19 Required documents available to the public	Summa Health makes its Conflicts of Interest policy available upon request. The Articles of Incorporation of Summa Health and its related entities are available on the website of the Ohio Secretary of State (www.sos.state.oh.us). Summa Health makes its financial statements available on its website (www.summahealth.org). The financial statements are also available through the Electronic Municipal Market Access (www.emma.msrb.org) and on Summa's website (www.summahealth.org).
Form 990, Part VII, Section B, Line 1 Independent Contractor Reporting	Beginning with the 2014 tax year all independent contractors were paid by Summa Health (EIN 34-1887844) which is the parent organization of the filing organization.
Form 990, Part VIII, Line 2f Other Program Service Revenue	Registration Fees - Total Revenue: 1593021, Related or Exempt Function Revenue: 1593021, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Research Grants - Total Revenue: 1202041, Related or Exempt Function Revenue: 1202041, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Medical Education - Total Revenue: 758614, Related or Exempt Function Revenue: 758614, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ;
Form 990, Part VIII, Line 11d Other Miscellaneous Revenue	Gift/Flower Shop - Total Revenue: 150419, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 150419;
Form 990, Part IX, Line 11g Other Fees	Purchased Medical Services - Total Expense: 41246618, Program Service Expense: 41246618, Management and General Expenses: , Fundraising Expenses: ; Purchased Non-Medical Services - Total Expense: XXX-XX-XXXX, Program Service Expense: , Management and General Expenses: XXX-XX-XXXX, Fundraising Expenses: 76230; Perfusion/Blood - Total Expense: 3330728, Program Service Expense: 3330728, Management and General Expenses: , Fundraising Expenses: ; Ambulance Services - Total Expense: 313155, Program Service Expense: 313155, Management and General Expenses: , Fundraising Expenses: ; Hospice Services - Total Expense: 3459000, Program Service Expense: 3459000, Management and General Expenses: , Fundraising Expenses: ; Physician Practice Support - Total Expense: 21797987, Program Service Expense: 21797987, Management and General Expenses: , Fundraising Expenses: ; Physician Services - Affiliates - Total Expense: 53691482, Program Service Expense: 53691482, Management and General Expenses: , Fundraising Expenses: ; Collections - Total Expense: 6324710, Program Service Expense: 5306432, Management and General Expenses: 1018278, Fundraising Expenses: ; Repair/Maintenance - Total Expense: 13449277, Program Service Expense: 11283943, Management and General Expenses: 2165334, Fundraising Expenses: ;
Form 990, Part XI, Line 9 Other changes in net assets or fund balances	Net Assets Released from Restrictions - 2714000; Change in Net Assets - 7318893; Pension Liability Adjustment - -39362000; Post Retirement Benefit Adjustment - -300000; Transfers Between Affiliates - -XXX-XX-XXXX; Other Changes in Net Assets - -3790700;
Form 990 Part VI Lines 1a and 1b Aggregated director count for this group return	The director count information is presented in the following format: Entity name - Number of Voting Members - Number of independent voting members Summa Health System ("SHS") - 13 - 6 Summa Foundation ("SF") - 22 -21 Summa Barberton Citizens Hospital ("SBH") - 13 - 6 Summa Physicians, Inc. ("SPI") - 6 - 0 Totals for Group return - 54 - 33 All of the organizations listed above are subordinates under the control of Summa Health ("SH"). As of December 31, 2014, SH had 15 voting directors, 10 of whom were independent voting directors.

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 51056K

Schedule O (Form 990 or 990-EZ) 2014

Additional Data

Software ID:	14000329
Software Version:	2014v1.0

1	Briefly describe the organization’s mission or most significant activities: The mission of Summa Health is to provide the highest quality, compassionate care to patients and members and contribute to a healthier community.
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	54
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	33
5	Total number of individuals employed in calendar year 2014 (Part V, line 2a) ......	5	8,069
6	Total number of volunteers (estimate if necessary) .............	6	1,249
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	9,977,266
b	Net unrelated business taxable income from Form 990-T, line 34 .........	7b	3,186,581

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	8,800,411	8,525,120
9	Program service revenue (Part VIII, line 2g) .........	1,101,296,459	1,002,586,876
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	13,934,346	10,685,360
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	19,701,542	28,711,727
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)...................	1,143,732,758	1,050,509,083
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	260,359	354,193
14	Benefits paid to or for members (Part IX, column (A), line 4).....		0
15	Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)	488,396,107	457,028,302
16a	Professional fundraising fees (Part IX, column (A), line 11e).....		0
b	Total fundraising expenses (Part IX, column (D), line 25) 2,518,737
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	600,542,226	541,818,043
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	1,089,198,692	999,200,538
19	Revenue less expenses. Subtract line 18 from line 12.......	54,534,066	51,308,545
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	1,221,959,811	1,165,798,880
21	Total liabilities (Part X, line 26).............	636,147,164	687,554,548
22	Net assets or fund balances. Subtract line 21 from line 20.....	585,812,647	478,244,332

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 431,222,356 including grants of $ 0 ) (Revenue $ 585,674,801 )
	OUTPATIENT SERVICES - IN 2014, SUMMA HEALTH SYSTEM, SUMMA BARBERTON CITIZENS HOSPITAL, THE WADSWORTH-RITTMAN AREA HOSPITAL ASSOCIATION AND SUMMA PHYSICIANS, INC. PROVIDED MORE THAN 1.5 MILLION OCCASIONS OF SERVICE, INCLUDING 174,502 EMERGENCY ROOM VISITS, 15,740 SURGICAL OPERATIONS, AND MORE THAN 1.3 MILLION OTHER OUTPATIENT VISITS.

4b	(Code: ) (Expenses $ 292,261,904 including grants of $ 0 ) (Revenue $ 385,444,800 )
	INPATIENT SERVICES - FOR 2014, SUMMA HEALTH SYSTEM (SHS), SUMMA BARBERTON CITIZENS HOSPITAL (SBH) AND THE WADSWORTH-RITTMAN AREA HOSPITAL ASSOCIATION (WRH) HAD 752 BEDS IN SERVICE, ADMITTED 38,838 ADULT PATIENTS, AND DELIVERED 4,005 NEWBORNS. THE ADULT PATIENTS RECEIVED 173,312 DAYS OF CARE, INPATIENT SURGERIES TOTALED 7,393, EMERGENCY ADMITS TOTALED 27,007 AND THE AVERAGE LENGTH OF STAY WAS 4.46 DAYS.

4c	(Code: ) (Expenses $ 44,543,076 including grants of $ 0 ) (Revenue $ 12,397,313 )
	RESEARCH/EDUCATION - SUMMA HEALTH HAS A HISTORY OF SPONSORING AND SUPPORTING BASIC AND CLINICAL RESEARCH TO UNDERSTAND DISEASES AND TREATMENT. CENTERS, PROGRAMS AND LABS FACILITATE RESEARCH IN A NUMBER OF MEDICAL FIELDS. SUMMA HEALTH FOSTERS A LEARNING ENVIRONMENT FOR THE NEXT GENERATION OF CAREGIVERS. AT THREE OF SUMMA HEALTH'S HOSPITALS, OVER 200 MEDICAL SCHOOL GRADUATES TRAIN IN 17 ACCREDITED RESIDENCY PROGRAMS. SUMMA HEALTH PROVIDES CLINICAL LEARNING EXPERIENCES TO MORE THAN 250 NURSING AND ALLIED HEALTH STUDENTS.

	(Code: ) (Expenses $ 11,825,302 including grants of $ 354,193 ) (Revenue $ 16,839,420 )
	SUMMA HEALTH IS AN INTEGRATED HEALTHCARE DELIVERY SYSTEM THAT PROVIDES COORDINATED, VALUE-BASED CARE ACROSS THE CONTINUUM FOR THE PEOPLE AND POPULATIONS WE SERVE. WE HOLD OURSELVES CLINICALLY AND FINANCIALLY ACCOUNTABLE FOR HEALTH OUTCOMES IN OUR COMMUNITIES. SUMMA HEALTH SERVES MORE THAN ONE MILLION PATIENTS EACH YEAR IN COMPREHENSIVE EMERGENCY, ACUTE, CRITICAL, OUTPATIENT AND LONG-TERM/HOMECARE SETTINGS AND REPRESENTS MORE THAN 1,700 REGISTERED, INPATIENT BEDS ON THE CAMPUSES OF SUMMA HEALTH SYSTEM, SUMMA BARBERTON CITIZEN'S HOSPITAL, THE WADSWORTH-RITTMAN AREA HOSPITAL ASSOCIATION, SUMMA REHAB HOSPITAL, WESTERN RESERVE HOSPITAL, AND CRYSTAL CLINIC ORTHOPAEDIC CENTER. IN ADDITION, OUTPATIENT CARE IS PROVIDED IN MORE THAN 16 COMMUNITY HEALTH CENTERS AND EMERGENCY DEPARTMENTS (EDS), SOME INTEGRATED IN THE HEALTHCARE FACILITIES, OTHERS ARE FREE-STANDING. SUMMA REHAB HOSPITAL, * WESTERN RESERVE HOSPITAL AND *CRYSTAL CLINIC ORTHOPAEDIC CENTER ARE JOINT VENTURES IN WHICH SUMMA HEALTH HAS AN INTEREST, AND ARE REFERENCED IN THIS DOCUMENT FOR THE PURPOSE OF IDENTIFYING ALL ENTITIES AFFILIATED WITH SUMMA HEALTH. SUMMA'S PROPORTIONATE INTEREST OF THESE JOINT VENTURES' CHARITY CARE AND OTHER COMMUNITY BENEFITS ARE INCLUDED ON SCHEDULE H OF SUMMA HEALTH'S IRS FORM 990 GROUP RETURN. PROVIDING SUPERIOR, MULTI-SPECIALTY PATIENT CARE, MEDICAL RESEARCH AND CONTINUING MEDICAL EDUCATION, SUMMA HEALTH RANKS AS A HIGHLY RECOGNIZED HEALTHCARE PROVIDER IN SEVERAL DISCIPLINES INCLUDING: BARIATRIC SURGERY, CARDIOVASCULAR, EMERGENCY, ONCOLOGY, ORTHOPAEDIC SURGERY, PRIMARY CARE SPORTS MEDICINE, 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 NURSING CREDENTIALING CENTER PREMIER HEALTHCARE ALLIANCE OHIO PATIENT SAFETY INSTITUTE US NEWS AND WORLD REPORT CONQUER CANCER FOUNDATION AMERICAN SOCIETY OF CLNICAL ONCOLOGY AMERICAN COLLEGE OF RADIATION AMERICAN COLLEGE OF SURGEONS: COMMISSION ON CANCER NURSES IMPROVING CARE FOR HEALTHSYSTEM ELDERS AMERICAN SOCIETY FOR METABOLIC AND BARIATRIC SURGERY: CENTER OF EXCELLENCE CARECHEX METABOLIC AND BARIATRIC SURGERY ACCREDITATION AND QUALITY IMPROVEMENT PROGRAM THE JOINT COMMISSION SUMMA HEALTH IS SUMMIT COUNTY'S LARGEST EMPLOYER AND A LEADING ECONOMIC ENGINE FOR THE REGION. SUMMA HEALTH INCLUDES THE FOLLOWING: SUMMA HEALTH SYSTEM: SUMMA HEALTH SYSTEM IS A SINGLE LEGAL ENTITY THAT INCLUDES TWO HOSPITAL CAMPUSES AND SEVERAL OFF-SITE LOCATIONS. SUMMA HEALTH SYSTEM OPERATES BOTH HOSPITAL LOCATIONS AS WELL AS THE HOSPITAL-BASED OFF-SITE LOCATIONS UNDER THE SAME MEDICARE PROVIDER NUMBER. SUMMA HEALTH SYSTEM EMPLOYS MORE THAN 9,000 INDIVIDUALS WITH SUMMA HEALTH SYSTEM ACCOUNTING FOR APPROXIMATELY 7,000 OF THESE EMPLOYEES. SUMMA HEALTH SYSTEM HAS A MEDICAL STAFF OF MORE THAN 1,000 PROFESSIONALS WORKING ON ITS CAMPUSES. SUMMA HEALTH SYTSEM HAS 946 REGISTERED BEDS AND 46 LICENSED BASSINETS. THE BUILDINGS AND FACILITIES ON BOTH CAMPUSES TOTAL APPROXIMATELY 1.7 MILLION SQUARE FEET. SUMMA HEALTH SYSTEM OFFERS GENERAL MEDICAL, SURGICAL, OBSTETRICAL, TRAUMA, 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. SUMMA HEALTH SYSTEM RECEIVED THE FOLLOWING RECOGNITION IN 2014: SUMMA AKRON CITY & ST. THOMAS HOSPITALS RANKED SIXTH BEST HOSPITAL IN OHIO BY U.S. NEWS & WORLD REPORT. IT IS RANKED NATIONALLY IN 2 SPECIALTIES OF ENDOCRINOLOGY (DIABETES CARE) AND GASTROENTEREOLOGY; AND AS HIGH PERFORMING IN 9 OTHER ADULT SPECIALTIES: CARDIOLOGY & HEART SURGERY; EAR, NOSE & THROAT; GERIATRICS; GYNECOLOGY; NEPHROLOGY; NEUROLOGY & NEUROSURGERY; ORTHOPEDICS; PULMONOLOGY; AND UROLOGY. SUMMA BECAME ONE OF EIGHT COMMUNITY ONCOLOGY PRACTICES IN THE COUNTRYRECOGNIZED BY THE CONQUER CANCER FOUNDATION FOR ITS COMMITMENT TO HIGH-QUALITY CLINICAL TRIALS. SUMMA ST. THOMAS HOSPITAL CAMPUS PROVIDES VARIOUS DIAGNOSTIC SERVICES ALONG WITH BEHAVIORAL HEALTH AND SUBSTANCE ABUSE CARE. 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 HEALTH SYSTEM IS A MAJOR TEACHING AFFILIATE FOR NORTHEAST OHIO MEDICAL UNIVERSITY (NEOMED), SPONSORING AND/OR CO-SPONSORING 17 RESIDENCIES AND FELLOWSHIPS ALONG WITH PROVIDING EDUCATIONAL ROTATIONS FOR MEDICAL STUDENTS. SUMMA BARBERTON CITIZEN'S HOSPITAL: SUMMA BARBERTON CITIZEN'S HOSPITAL IS A 500,000 SQUARE FOOT ACUTE CARE TEACHING HOSPITAL LOCATED ON NEARLY 16 ACRES, LOCATED APPROXIMATELY 10 MILES SOUTHWEST OF AKRON, OHIO. THE HOSPITAL HAS MORE THAN 1,600 EMPLOYEES AND HAS A MEDICAL STAFF OF MORE THAN 500 PROFESSIONALS. IT HAS 235 REGISTERED ADULT BEDS AND 14 AVAILABLE BASSINETS. SUMMA BARBERTON CITIZEN'S HOPSITAL RECEIVED THE FOLLOWING RECOGNITION IN 2014: MAINTAINED ACCREDITATION FOR CHEST PAIN CENTER BY THE SOCIETY OF CARDIOVASCULAR PATIENT CARE, NATIONAL ACCREDITATION PROGRAM FOR BREAST CENTERS, BREAST IMAGING CENTER OF EXCELLENCE (ACR), COMMISSION ON CANCER ACCREDITATION, HOSTED "LOVE YOUR LUNGS" IN RECOGNITION OF NATIONAL SMOKE OUT DAY AND WAS AN ACTIVE MEMBER OF ANNUAL MUMFEST AND OTHER COMMUNITY EVENTS. THE WADSWORTH-RITTMAN AREA HOSPITAL ASSOCIATION: THE WADSWORTH-RITTMAN AREA HOSPITAL ASSOCIATION WAS MERGED INTO SUMMA BARBERTON CITIZEN'S HOSPITAL DURING 2014. IT'S CAMPUS HAS APPROXIMATELY 200,000 SQUARE FOOT, ON APPROXIMATELY 38 ACRES. LOCATED APPROXIMATELY 20 MILES WEST OF AKRON, OHIO, THE FACILITY HOUSES A WIDE RANGE OF DIAGNOSTIC SERVICES INCLUDING RADIOLOGY, GENERAL MEDICAL, AMBULATORY SURGERY AND A 24/7 EMERGENCY DEPARTMENT. WADSWORTH-RITTMAN AREA HOSPITAL ASSOCIATION PARTICIPATED IN MANY COMMUNITY EVENTS THROUGHOUT THE YEAR INCLUDING SPONSOR FOR BLUETIP FESTIVAL, "SCARE ON THE SQUARE," "CANDLELIGHT WALK," YEAR-LONG BICENNENTIAL CELEBRATIONS AND HOSTED "LOVE YOUR LUNGS" IN RECOGNITION OF NATIONAL SMOKE OUT DAY. CHARITY CARE IN 2014, SUMMA HEALTH PROVIDED FINANCIAL ASSISTANCE AT AN ESTIMATED NET COST OF NEARLY $14 MILLION. THIS AMOUNT REPRESENTS THE NET COST ASSOCIATED WITH PROVIDING THE CARE AND DOES NOT INCLUDE BAD DEBT. PATIENTS WITH INCOME 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 FULLY DISCOUNTED 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 2014, THE FINANCIAL ASSISTANCE PROGRAM (INCLUDING HOSPITAL CARE ASSURANCE PROGRAM) BENEFITED APPROXIMATELY 28,000 PATIENT ENCOUNTERS.

	(Code: ) (Expenses $ 0 including grants of $ 0 ) (Revenue $ 0 )
	Part III Line 4D - Other Program Services - continued: MEDICAID SHORTFALL HISTORICALLY, OHIO MEDICAID REIMBURSEMENTS HAVE NOT COVERED THE COST OF PROVIDING THE CARE TO PROGRAM BENEFICIARIES, CREATING A BUDGETARY SHORTFALL. AS ONE OF NORTHEAST OHIO'S TOP PROVIDERS OF HOSPITAL CARE FOR MEDICAID PATIENTS, SUMMA HEALTH'S UNPAID COSTS FOR MEDICAID TOTALED MORE THAN $6.8 MILLION. BAD DEBT SUMMA HEALTH IS COMMITED TO PROVIDING QUALITY AND ACCESSIBLE HEALTHCARE. THIS INCLUDES COVERING THE EXPENSE OF PAYMENTS THAT WERE EXPECTED BUT NOT RECEIVED. WHILE SUMMA HEALTH RECOGNIZES BAD DEBT IS PART OF DOING BUSINESS, IT AGREES WITH THE OHIO HOSPITAL ASSOCIATION THAT IT IS IMPORTANT TO REPORT THESE COSTS TO SHOW THE TOTAL PICTURE OF CARE SUMMA HEALTH PROVIDES TO THE COMMUNITY WITHOUT FULL REIMBURSEMENT. IN 2014, THE COST FOR PROVIDING CARE WRITTEN OFF AS A BAD DEBT EXPENSE WAS APPROXIMATELY $24 MILLION. COMMUNITY HEALTH IMPROVEMENT SERVICES AN IMPORTANT PART OF SUMMA HEALTH'S MISSION IS OFFERING A PREVENTION AND WELLNESS PROGRAM TO BUILD A HEALTHIER COMMUNITY. IN 2014, SUMMA HEALTH PROVIDED MORE THAN $1.2 MILLION TO HELP FUND HEALTH IMPROVEMENT ACTIVITIES SUCH AS FREE AND LOW-COST HEALTH SCREENING, HEALTH EDUCATION SERVICES AND WELLNESS PROGRAMMING. SUBSIDIZED HEALTH SERVICES SUMMA HEALTH IS COMMITTED TO PROVIDING SUBSIDIZED HEALTH SERVICES - CLINICIAL 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, AND DIABETES EDUCATION ARE OFFERED, EVEN THOUGH THEY ARE NOT PROFITABLE. INCOME FROM OTHER SERVICES IS USED TO COVER THESE COSTS. IN 2014, THE COST FOR SUBSIDIZED SERVICES WAS APPROXIMATELY $24 MILLION. FINANCIAL AND IN-KIND DONATIONS ANNUALLY, SUMMA HEALTH CONTRIBUTES FINANCIAL ASSISTANCE AND IN-KIND SERVICES TO SUPPORT COMMUNITY ORGANIZATIONS THAT PROMOTE HEALTH, WELLNESS, AND AN IMPROVED QUALITY OF LIFE. FROM THE LOCAL CHAPTERS OF NATIONAL GROUPS SUCH AS UNITED WAY, THE AMERICAN HEART ASSOCIATION AND THE AMERICAN CANCER SOCIETY, TO AKRON COMMUNITY HEALTH RESOURCES (AKRON'S ONLY FEDERALLY-FUNDED HEALTH CENTER) SUMMA HEALTH PARTICIPATES IN NUMEROUS COMMUNITY PROGRAMS AND HELPS OTHER NONPROFITS FULFILL THEIR MISSIONS. IN 2014, THESE CONTRIBUTIONS WERE MORE THAN $1 MILLION. RESEARCH SUMMA HEALTH'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 AND HELPS SET THE HIGHEST STANDARDS FOR MEDICAL CARE IN THE COMMUNITY. SUMMA HEALTH'S REPUTATION FOR EXCELLENCE IN SUCH CRITICAL SPECIALITIES AS CARDIOLOGY, DIABETES, EMERGENCY SERVICES, ORTHOPAEDICS, ONCOLOGY, SENIOR HEALTH, SURGERY, AND WOMEN'S HEALTH CONTINUES TO GROW THROUGH RESEARCH AND INNOVATION. SUMMA HEALTH INVESTED MORE THAN $6.4 MILLION IN RESEARCH IN 2014. 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. EDUCATION SUMMA HEALTH SUPPORTS THE EDUCATION OF PHYSICIANS AND OTHER HEALTHCARE PROFESSIONALS. SUMMA HEALTH SYSTEM IS THE LARGEST OF THE MAJOR TEACHING AFFILIATES OF THE NORTHEST OHIO MEDICAL UNIVERSITY (NEOMED, A CONSORTIUM OF THE UNIVERSITY OF AKRON, KENT STATE UNIVERSITY AND YOUNGSTOWN STATE UNIVERSITY, AND OFFERS EDUCATION TO NEOMED'S COLLEGES OF MEDICINE AND PHARMACY STUDENTS, AS WELL AS TO MEDICAL STUDENTS FROM SCHOOLS AROUND THE COUNTRY. IN ADDITION, SUMMA HEALTH OFFERS 17 ACCREDITED RESIDENCY TRAINING PROGRAMS IN NUMEROUS SPECIALTIES, TRAINING THE NEXT GENERATION OF PRIMARY CARE AND SPECIALTY PHYSICIANS FOR THE REGION AND BEYOND. NURSING EDUCATION ALSO IS OFFERED IN COLLABORATION WITH OUR LOCAL UNIVERSITY PARTNERS. IN 2014, APPROXIMATELY 230 RESIDENTS AND FELLOWS TRAINED AT SUMMA HEALTH'S THREE MAIN HOSPITALS. ON AVERAGE, APPROXIMATELY 40% OF THESE RESIDENTS REMAIN IN OUR LOCAL AND SURROUNDING COMMUNITIES. SUMMA HEALTH'S 2014 INVESTMENT IN HEALTH PROFESSIONS EDUCATION TOTALED $24 MILLION. SUMMA HEALTH 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. SUMMA HEALTH SERVICES: FOLLOWING IS A DESCRIPTION OF SUMMA HEALTH'S NOTABLE ACCOMPLISHMENTS BY PRIMARY SERVICE LINES IN 2014: CARDIOVASCULAR - AN UPGRADED HEART RHYTHM SERVICES (HRS) LAB OPENED IN JANUARY ON THE CAMPUS OF SUMMA AKRON CITY HOSPITAL. SUMMA'S CARDIOVASCULAR INSTITUTE APPLIED FOR, AND WAS ACCEPTED TO, THE CENTERS FOR MEDICARE AND MEDICAID INNOVATION'S BUNDLED PAYMENTS FOR CARE INITIATIVE PROGRAM. SUMMIT COUNTY'S FIRST TRANSCATHETER AORTIC VALVE REPLACEMENT (TAVR) PERFORMED IN THE NEW HYBRID OPERATING ROOM SUITE IN DECEMBER 2014. EMERGENCY/TRAUMA SERVICES - EMS DEVELOPED AND IMPLEMENTED EMS DIRECT ACTIVATION OF THE CARDIAC CATHETERIZATION LAB FOR CHEST PAIN PATIENTS, RESULTING IN AN OVERALL DECREASE TIME OF TEN MINUTES. THIS RESULTED IN RECOGNITION BY THE AMERICAN HEART ASSOCIATION'S PLATINUM ACHIEVEMENT AWARD. NEUROSCIENCE - IN ADDITION TO THE JOINT COMMISSION'S STROKE RECERTIFICATION, THE "TARGET STROKE AWARD" AND "GET WITH THE GUIDELINES GOLD PLUS AWARD" WERE RECEIVED FROM AHA. ONCOLOGY - SUMMA HEALTH APPROVED THE VERO LINEAR ACCELERATOR TO EXPAND THE RADIOSURGERY PROGRAM, MAKING SUMMA AKRON CITY HOSPITAL THE FIRST COMMUNITY HOSPITAL IN THE COUNTRY TO HAVE THIS SPECIALIZED TECHNOLOGY. IN 2014, SUMMA BECAME ONE OF EIGHT COMMUNITY ONCOLOGY PRACTICES IN THE COUNTRYRECOGNIZED BY THE CONQUER CANCER FOUNDATION FOR ITS COMMITMENT TO HIGH-QUALITY CLINICAL TRIALS. SUBSTANTIAL INVESTMENT TO PROVIDE ADVANCED CANCER CARE TO PATIENTS IN THE REGION WITH ONCOLOGY ADDED TEN NEW ONCOLOGY SPECIALISTS, FROM SURGEONS TO RADIOLOGISTS, AND APPROVING OVER $4 MILLION TO ADD 3D MAMMOGRAPHY TECHNOLOGY AND A NEW BREAST CENTER IN AKRON. ORTHOPAEDICS - CRYSTAL CLINIC ORTHOPAEDIC CENTER WAS RECOGNIZED BY COMPARION MEDICAL ANALYTICS/CARECHEX FOR BEST QUALITY IN ORTHOPEDIC CARE AND JOINT REPLACEMENT SURGERY. RESPIRATORY - EXPANDED ITS SMOKING CESSATION PROGRAM ACROSS THE SYSTEM, AND IMPLEMENTED A SCREENING CHEST SCAN (CT) PROGRAM FOR LUNG CANCER. SENIORS, POST ACUTE AND TRANSITIONAL CARE - IN ADDITION TO THE PALLATIVE CARE RECOGNITION BY THE JOINT COMMISSION, SUMMA HEALTH'S HOSPITALS ACHIEVED NICHE (NURSES IMPROVING CARE FOR HEALTH SYSTEM ELDERS) DESIGNATION FOR THE UPCOMING YEAR. SENIOR SERVICES LEADER SELECTED AS "PRACTICE CHANGE LEADER" FOR HER WORK IN DEVELOPING NEW MODEL OF PRIMARY CARE FOR FRAIL CHRONICALLY ILL ELDERLY PATIENTS. WOMEN'S SERVICES - MET OR EXCEEDED THE OHIO HOSPITAL AVERAGE IN SIX PERINATAL MEASURES, LEADING TO THE OHA'S PATIENT SAFETY INSTITUTE'S BEST PRACTICE AWARD NOTED ABOVE. ALSO SUCCESSFULLY IMPLEMENTED A LARGE INFORMATICS UPGRADE TO THE OBSTETRICAL ELECTRONIC DOCUMENTATION AND FETAL SURVEILLANCE SYSTEM TO IMPROVE SAFETY AND REPORTING RELIABILITY. INTRODUCED RELAX BIRTH, AN INNOVATIVE BIRTHING OPTION FOR WOMEN. DEVELOPED WOMEN'SHEALTH APP FOR PATIENT EDUCATION. LED OR PARTICIPATED IN SEVERAL OB/GYN RESEARCH EFFORTS.

	(Code: ) (Expenses $ 0 including grants of $ 0 ) (Revenue $ 0 )
	Part III Line 4D - Other Program Services - Final Section: SUMMARY ALTHOUGH REIMBURSEMENT FOR SERVICES RENDERED IS CRITICAL TO THE OPERATIONS AND STABILITY OF SUMMA HEALTH, NOT ALL INDIVIDUALS POSSESS THE ABILITY TO PURCHASE ESSENTIAL MEDICAL SERVICES. SUMMA HEALTH PROVIDED SERVICES TO ALL PATIENTS ON A NON-DISCRIMINATORY BASIS AND WITHOUT REGARD TO ANY PATIENT'S ABILITY TO PAY FOR SUCH SERVICES OR THE INDIVIDUAL'S PARTICIPATION IN A GOVERNMENT-SPONSORED OR SUBSIDIZED HEALTHCARE SYSTEM. PATIENTS WERE ENCOURAGED TO APPLY FOR UNCOMPENSATED CARE AND, DEPENDING ON THEIR LEVEL OF INCOME AND NUMBER OF DEPENDENTS, ALL (OR A PORTION) OF THEIR BILL WAS REDUCED. GROSS ANNUAL FAMILY INCOME WAS COMPARED USING A SLIDING SCALE BASED ON THE FEDERAL POVERTY INCOME GUIDELINES TO DETERMINE ITHE CHARITY DISCOUNT FOR WHICH THE PATIENT MAY BE ELIGIBLE. IN 2014, SUMMA HEALTH PROVIDED CHARITY CARE TO THE INDIGENT (INCLUDING UNREIMBURSED MEDICAID) AT THE COST OF APPROXIMATELY $14.2 MILLION. THIS AMOUNT DOES NOT INCLUDE SERVICES PROVIDED WRITTEN OFF AS BAD DEBT. IN ADDITON TO UNCOMPENSATED MEDICAL CARE, SUMMA HEALTH PROVIDED WELLNESS PROGRAMS, COMMUNITY EDUCATION PROGRAMS AND SPECIAL PROGRAMS FOR THE ELDERLY, HANDICAPPED, AND MEDICALLY UNDERSERVED. SUMMA HEALTH ALSO OPERATED A VARIETY OF BROAD COMMUNITY SUPPORT ACTIVITIES. THESE PROGRAMS WERE OFFERED AT A REDUCED PRICE OR PROVIDED TO THE COMMUNITY FREE OF CHARGE. SUMMA HEALTH OPERATES ITS FACILITIES IN A MANNER CONSISTENT WITH THE COMMUNITY BENEFIT REQUIREMENTS OF REV. RULE 69-545 AND SUBSEQUENT CASE LAW AND IRS GUIDELINES. SUMMA HEALTH'S HOSPITALS PROVIDE EMERGENCY SERVICES WHICH ARE OPEN AND AVAILABLE TO ALL PERSONS OF THE COMMUNITY, REGARDLESS OF THEIR ABILITY TO PAY. THE BOARD OF DIRECTORS CONSISTED OF PERSONS WHO ARE BROADLY REPRESENTATIVE OF THE COMMUNITY AND MEDICAL STAFF. SUMMA PHYSICIANS INC. - PROGRAM SERVICE ACCOMPLISHMENTS SUMMA PHYSICIANS INC. (SPI) IS A SUMMA HEALTH ENTITY COMPRISED OF MULTI-SPECIALTY PHYSICIANS AND PRACTICES. IN TOTAL, SPI EMPLOYS NEARLY 300 PHYSICIANS AND MORE THAN 700 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 2014, SPI CONTINUED ITS DEVELOPMENT OF PRIMARY CARE PODS AND THE MEDICAL HOME MODEL OF CARE, TO FURTHER ENHANCE THE FOCUSED PATIENT CARE MODEL, BETTER COMMUNICATE QUALITY INITIATIVES AND ENHANCE PHYSICIAN RECRUITMENT. SUMMA FOUNDATION - PROGRAM SERVICE ACCOMPLISHMENTS THROUGH PHILANTHROPY, SUMMA FOUNDATION SUPPORTS MEDICAL EDUCATION, RESEARCH, TECHNOLOGY, AND CLINICAL INNOVATION. ENCOMPASSING FUNDRAISING, RESOURCE DEVELOPMENT, COMMUNITY BENEFIT, DIVERSITY AND GOVERNMENT RELATIONS, SUMMA FOUNDATION WORKS TO DEVELOP NEW, DIVERSIFIED AND INCREASED RESOURCES AND BUILD RELATIONSHIPS THAT INFLUENCE HEALTH POLICY TO ADVANCE THE REGIONAL PRIORITIES OF SUMMA HEALTH. DEVELOPMENT THE FOUNDATION'S DEVELOPMENT DEPARTMENT OFFERS A SPECTRUM OF PHILANTHROPIC OPTIONS FOR DONORS DESIGNED TO CREATE A POSITIVE IMPACT ON SUMMA HEALTH'S OPERATIONS, PROGRAMS, PROJECTS AND PERCEPTIONS AND TO AFFECT POSITIVE CHANGE IN THE COMMUNITIES SUMMA HEALTH SERVES. DEVELOPMENT HOUSES THE GRANT AND PROPOSAL DEVELOPMENT OFFICES CREATED TO IDENTIFY THE RESOURCES AND EXPERTISE OF EXTERNAL AND INTERNAL PARTNERS TO GENERATE FUNDING OR RESEARCH, EDUCATION AND CLINICAL AND SYSTEM PROJECTS. PHILANTHROPIC COMMITMENTS TO THE SUMMA FOUNDATION IN 2014 TOTALED $9.1 MILLION. COMMUNITY BENEFIT AND DIVERSITY THIS DEPARTMENT LEADS EFFORTS TO ADDRESS HEALTH DISPARITIES AND OTHER IMPORTANT COMMUNITY NEEDS AND RAISE AWARENESS OF HEALTH AND HEALTHCARE ISSUES AFFECTING THE COMMUNITIES SERVED BY SUMMA HEALTH. COMMUNITY BENEFIT AND DIVERSITY PROVIDE WELLNESS AND EDUCATIONAL TOOLS, FACILITATE ECONOMIC DEVELOPMENT PROGRAMS, DEVELOP COMMUNITY PARTNERSHIPS, COMMUNICATE SUMMA HEALTH'S BENEFIT TO THE COMMUNITY AND ENGAGE THE COMMUNITY AND ITS WORKFORCE WITHIN THE SYSTEM AND THROUGHOUT THE REGION. GOVERNMENT RELATIONS THIS DEPARTMENT IS DEDICATED TO ELEVATING SUMMA HEALTH AS A CREDIBLE LEADER AND PARTNER IN THE HEALTH POLICY PLANNING PROCESS. THIS DEPARTMENT COLLABORATES WITH THE SYSTEM DEVELOPMENT TEAM TO BEST POSITION SUMMA EDUCATION, RESEARCH AND CLINICAL INNOVATION PRIORITIES WITH PUBLIC SECTOR FUNDING OPPORTUNITIES.

4d	Other program services (Describe in Schedule O.)
	(Expenses $ 11,825,302 including grants of $ 354,193 ) (Revenue $ 16,839,420 )
4e	Total program service expenses779,852,638

1b	Sub-Total................
c	Total from continuation sheets to Part VII, Section A....
d	Total (add lines 1b and 1c)............	12,330,894	10,274,701	735,548

(A) Name and business address	(B) Description of services	(C) Compensation





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 0

				(A) Total revenue	(B) Related or exempt function revenue	(C) Unrelated business revenue	(D) Revenue excluded from tax under sections 512-514
1a	Federated campaigns..1a
b	Membership dues....1b
c	Fundraising events....1c		1,094,300
d	Related organizations...1d		212,564
e	Government grants (contributions)1e		1,030,136

f	All other contributions, gifts, grants, and similar amounts not included above1f		6,188,120

g	Noncash contributions included in lines 1a-1f:$		53,042
h	Total. Add lines 1a-1f.......			8,525,120
			Business Code
2a	Net Patient Revenue		621110	963,085,182	962,995,673	89,509
b	Program Related Investments		900099	19,696,629	19,557,600	139,029
c	Rental Income from Affiliates		900099	5,130,396	5,130,396
d	Reference Lab		621500	8,334,419		8,334,419
e	ARRA Meaningful Use		900099	2,786,574	2,786,574
f	All other program service revenue .			3,553,676	3,553,676	0	0
g	Total. Add lines 2a–2f........			1,002,586,876
3	Investment income (including dividends, interest, and other similar amounts).......			3,776,554		127,314	3,649,240
4	Income from investment of tax-exempt bond proceeds..			1,585,638			1,585,638
5	Royalties...........
		(i) Real	(ii) Personal
6a	Gross rents	7,584,498
b	Less: rental expenses	7,727,512
c	Rental income or (loss)	-143,014	0
d	Net rental income or (loss).......			-143,014			-143,014
		(i) Securities	(ii) Other
7a	Gross amount from sales of assets other than inventory	127,650,469
b	Less: cost or other basis and sales expenses	122,327,301
c	Gain or (loss)	5,323,168	0
d	Net gain or (loss)..........			5,323,168			5,323,168
8a	Gross income from fundraising events (not including $ 1,094,300 of contributions reported on line 1c). See Part IV, line 18 ..
	a		126,881
b	Less: direct expenses ...b		504,574
c	Net income or (loss) from fundraising events..			-377,693			-377,693
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...
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..
Miscellaneous Revenue			Business Code
11a	Other Revenue		900099	21,887,008		1,030,719	20,856,289
b	Cafeteria Sales		721210	5,607,207		256,276	5,350,931
c	Parking		812930	1,587,800			1,587,800
d	All other revenue ....			150,419	0	0	150,419
e	Total. Add lines 11a–11d ......			29,232,434
12	Total revenue. See Instructions......			1,050,509,083	994,023,919	9,977,266	37,982,778


				(A) Beginning of year		(B) End of year
1	Cash–non-interest-bearing .............			60,183	1	72,162
2	Savings and temporary cash investments .........			190,532,021	2	322,575,306
3	Pledges and grants receivable, net ...........			6,995,713	3	9,308,859
4	Accounts receivable, net .............			175,269,983	4	159,136,952
5	Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of Schedule L ..................
					5
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L
					6
7	Notes and loans receivable, net .............			24,277,038	7	15,155,310
8	Inventories for sale or use ..............			10,793,973	8	10,757,612
9	Prepaid expenses and deferred charges ..........			9,388,108	9	6,462,851
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	1,159,056,120
b	Less: accumulated depreciation .....	10b	733,013,103	426,884,049	10c	426,043,017
11	Investments—publicly traded securities ..........			270,068,608	11	135,242,113
12	Investments—other securities. See Part IV, line 11 .....			9,386,412	12	11,806,000
13	Investments—program-related. See Part IV, line 11 .....			30,770,383	13	34,220,043
14	Intangible assets ...............			2,462,688	14	2,345,714
15	Other assets. See Part IV, line 11 ...........			65,070,652	15	32,672,941
16	Total assets. Add lines 1 through 15 (must equal line 34)......			1,221,959,811	16	1,165,798,880
17	Accounts payable and accrued expenses .........			79,128,980	17	106,690,047
18	Grants payable .................				18
19	Deferred revenue ................			2,374,731	19	1,762,007
20	Tax-exempt bond liabilities .............			343,097,418	20	348,796,530
21	Escrow or custodial account liability. Complete Part IV of Schedule D..				21
22	Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
	persons. Complete Part II of Schedule L..........				22
23	Secured mortgages and notes payable to unrelated third parties ..			17,859,615	23	16,861,900
24	Unsecured notes and loans payable to unrelated third parties ....				24
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....................			193,686,420	25	213,444,064
26	Total liabilities. Add lines 17 through 25.........			636,147,164	26	687,554,548
	Organizations that follow SFAS 117 (ASC 958), check here and complete lines 27 through 29, and lines 33 and 34.
27	Unrestricted net assets ..............			538,731,106	27	429,271,710
28	Temporarily restricted net assets ...........			29,111,026	28	28,611,311
29	Permanently restricted net assets ...........			17,970,515	29	20,361,311
	Organizations that do not follow SFAS 117 (ASC 958), check here 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 ...........			585,812,647	33	478,244,332
34	Total liabilities and net assets/fund balances ........			1,221,959,811	34	1,165,798,880

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, Return by a U.S. Transferor of Property to a Foreign Corporation (see Instructions for Form 926)......................................	Yes	No
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, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner (see Instructions for Forms 3520 and 3520-A; do not file with Form 990)............................	Yes	No
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)..............................	Yes	No
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, Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see Instructions for Form 8621)...............................................	Yes	No
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)....................................	Yes	No
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; do not file with Form 990).....................................	Yes	No

(a) Name, address, and EIN (if applicable) 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	Investments/Real Estate	OH	141,000	16,743,000	Summa Health System
(2) Summa Enterprise Group Properties LLC 525 East Market Street Akron,OH44304 55-0837372	Real Estate	OH	0	0	Summa Health System
(3) Akron Endoscopy ASC LLC 525 East Market Street Akron,OH44304 62-1865245	Professional Medical Services	OH	0	0	Summa Health System

(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 entity?
(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	Yes	No
(1) St Thomas Medical Center Women's Board 444 North Main Street Akron,OH44310 34-6576575	Support	OH	501(c)(3	Type I	Summa Health System		No
(2) Summa Health System Community 525 East Market Street Akron,OH44304 46-3018310	Support Org	OH	501(c)(3	Type II	Summa Health	Yes

(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
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity		(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No
(1) Ohio Sleep Disorders Center 130 West Exchange Street Akron,OH44309 34-1872278	Neurology	OH	Summa Health System	Related	0	0		No	0		No	67 %
(2) Summa Rehab Hospital LLC 29 North Adams Street Akron,OH44304 27-1952573	Rehab Hospital	OH	Summa Health System	Related	14,808,244	3,916,718		No	0	Yes		52 %

(a) Name of related organization	(b) Transaction type (a-s)	(c) Amount involved	(d) Method of determining amount involved
(1) Summa Rehab Hospital LLC	A	2,310,397	FMV
(2) Summa Health System	B	212,564	FMV
(3) Summa Foundation	B	2,689,623	FMV
(4) Summa Foundation	C	212,564	FMV
(5) Summa Health System	C	2,689,623	FMV
(6) Summa Physicians Inc	J	2,675,845	FMV
(7) Summa Physicians Inc	J	201,488	FMV
(8) Summa Physicians Inc	J	107,642	FMV
(9) Summa Health System	K	2,675,845	FMV
(10) Summa Barberton Citizens Hospital	K	201,488	FMV
(11) The Wadsworth-Rittman Area Hospital Assn	K	107,642	FMV
(12) Summa Health System	L	40,934,663	Cost
(13) Summa Barberton Citizens Hospital	L	6,937,367	Cost
(14) The Wadsworth-Rittman Area Hospital Assn	L	1,504,987	Cost
(15) Summa Insurance Company Inc	L	79,796,561	FMV
(16) Summa Insurance Company Inc	L	12,386,245	FMV
(17) Summa Insurance Company Inc	L	14,011,355	FMV
(18) Summa Insurance Company Inc	L	1,825,410	FMV
(19) Summa Rehab Hospital LLC	L	605,371	FMV
(20) Summa Health	M	1,032,648	FMV
(21) Summa Health	M	138,662	FMV
(22) Summa Health	M	1,312,598	FMV
(23) Summa Physicians Inc	M	40,934,663	Cost
(24) Summa Physicians Inc	M	6,937,367	Cost
(25) Summa Physicians Inc	M	1,504,987	Cost
(26) Middlebury Assurance Company	M	10,348,467	FMV
(27) Middlebury Assurance Company	M	2,413,628	FMV
(28) Summa Integrated Services Organization	M	1,491,439	FMV
(29) Summacare Inc	M	1,833,801	FMV
(30) Summa Health	P	77,718,646	Cost
(31) Summa Health	P	9,166,804	Cost
(32) Summa Health	P	3,007,606	Cost
(33) Summa Health	P	1,619,217	Cost
(34) Summa Health	S	101,840	Cost

(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(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?
(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	Yes	No	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No