TY 2024 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/1099-NEC)
(1) GARY WILLIAMS MD...................................................................... DIRECTOR SF & SECRETARY	4.0 ................. 0	X	X	0	0	0
(2) GEORGE STRICKLER...................................................................... DIRECTOR & CHAIRMAN SHS	4.0 ................. 4.0	X	X	0	0	0
(3) JAY WILLIAMSON MD...................................................................... DIRECTOR & VICE CHAIR SHMG	4.0 ................. 0	X	X	0	0	0
(4) JESSICA HUDSON...................................................................... SF PRESIDENT & CDO	50.0 ................. 0	X	X	460,494	0	6,056
(5) JULIA BIANCHI...................................................................... DIRECTOR & CHAIR SF	4.0 ................. 0	X	X	0	0	0
(6) NICHOLAS BROWNING...................................................................... DIRECTOR V.CH. SHS, DIRECTOR CH SHMG (End 07/24)	4.0 ................. 4.0	X	X	0	0	0
(7) T CLIFFORD DEVENY MD...................................................................... CEO SHS, DIRECTOR SHS & SF	4.0 ................. 46.0	X	X	0	2,017,927	222,002
(8) ALMETA COOPER...................................................................... DIRECTOR	2.0 ................. 2.0	X		0	0	0
(9) BARBARA FACIANA...................................................................... DIRECTOR SHS	2.0 ................. 2.0	X		0	0	0
(10) BETSY CLARK...................................................................... DIRECTOR SF	2.0 ................. 0	X		0	0	0
(11) CHARLES PETER MD...................................................................... DIRECTOR SF	2.0 ................. 0	X		0	0	0
(12) DANIEL BALMERT...................................................................... DIRECTOR SHMG	2.0 ................. 0	X		0	0	0
(13) DOMINIC WRIGHT...................................................................... DIRECTOR SF	2.0 ................. 0	X		0	0	0
(14) EDWARD MARX...................................................................... DIRECTOR	2.0 ................. 2.0	X		0	0	0
(15) GEORGE SCHMUTZ...................................................................... DIRECTOR SF	2.0 ................. 0	X		0	0	0
(16) GINGER MARCHETTA...................................................................... DIRECTOR SF	2.0 ................. 0	X		0	0	0
(17) IRIS HARVEY...................................................................... DIRECTOR SF	2.0 ................. 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/1099-NEC)	(F) Estimated amount of other compensation from the organization and related organizations
(18) JASON BUTTERWORTH........................................................................ DIRECTOR SF	2.0 .......................0	X				0	0	0
(19) JONATHON PAVLOFF........................................................................ DIRECTOR SF (End 12/24)	2.0 .......................0	X				0	0	0
(20) JULIE PASTERNAK........................................................................ DIRECTOR Sf	2.0 .......................0	X				0	0	0
(21) JUSTIN DUNN MD........................................................................ DIRECTOR SF	2.0 .......................0	X				0	0	0
(22) KAREN BUDD PhD RN........................................................................ DIRECTOR SF	2.0 .......................0	X				0	0	0
(23) KATHLEEN GEIER........................................................................ DIRECTOR	2.0 .......................2.0	X				0	0	0
(24) KAY FRANKS........................................................................ DIRECTOR SF (End 08/24)	2.0 .......................0	X				0	0	0
(25) LEIGH GERSTENBERGER........................................................................ DIRECTOR	2.0 .......................2.0	X				0	0	0
(26) LYNN HAMRICH MD........................................................................ DIRECTOR SHS, CLINICAL PHYSICIAN	52.0 .......................2.0	X				298,135	0	38,725
(27) MARGARET LEE........................................................................ DIRECTOR SF	2.0 .......................0	X				0	0	0
(28) MARY ANN JACKSON........................................................................ DIRECTOR SF	2.0 .......................0	X				0	0	0
(29) NANCY BRENNAN........................................................................ DIRECTOR SF	2.0 .......................0	X				0	0	0
(30) NAOMI GANOE........................................................................ DIRECTOR SF	2.0 .......................0	X				0	0	0
(31) ORRY JACOBS........................................................................ DIRECTOR SHS & SHMG	2.0 .......................2.0	X				0	0	0
(32) PATRICIA WARTKO........................................................................ DIRECTOR SF	2.0 .......................0	X				0	0	0
(33) PATRICK O'NEILL........................................................................ DIRECTOR SF	2.0 .......................0	X				0	0	0
(34) PETER BITTENBENDER MD........................................................................ DIRECTOR SHS & SHMG, CLINICAL PHYSICIAN	52.0 .......................2.0	X				708,351	0	36,207
(35) RAMONA HOOD........................................................................ DIRECTOR SHS	2.0 .......................2.0	X				0	0	0
(36) RANDY LANGENDERFER........................................................................ DIRECTOR	2.0 .......................2.0	X				0	0	0
(37) STEVE COX........................................................................ DIRECTOR SF	2.0 .......................0	X				0	0	0
(38) STEVEN GORSUCH MD........................................................................ DIRECTOR	2.0 .......................2.0	X				0	0	0
(39) WILLIAM BAUMAN........................................................................ DIRECTOR SF, CLINICAL PHYSICIAN (End 12/24)	52.0 .......................0	X				114,009	0	5,326
(40) DAWN AHNER........................................................................ TREAS., SVP, CFO	4.0 .......................46.0		X			0	901,252	115,249
(41) ROBERT A GERBERRY........................................................................ GEN. COUNSEL/SEC. SHS/SHMG	4.0 .......................46.0		X			0	797,073	91,539
(42) VIVEK BHALLA........................................................................ PRESIDENT SUMMA HEALTH MED.GR.	50.0 .......................0		X			708,081	0	101,987
(43) BENJAMIN P SUTTON........................................................................ EVP COO - PROVIDER OPS. PRESIDENT SHS	4.0 .......................46.0			X		0	1,167,829	132,616
(44) BONNIE PANLASIGUI........................................................................ SHS PRESIDENT (END 09/24)	50.0 .......................0			X		662,453	0	34,587
(45) KATHLEEN BLAKE........................................................................ SVP, PRESIDENT POST ACUTE/HOME	2.0 .......................50.0			X		0	528,642	77,168
(46) PENELOPE GORSUCH DNPRNNEA-BC........................................................................ SVP & CHF. NURSING EXEC.	2.0 .......................50.0			X		0	683,351	62,745
(47) BRADLEY INKROTT........................................................................ CLINICAL PHYSICIAN - SHMG	50.0 .......................0				X	1,942,367	0	43,191
(48) DANE DONICH........................................................................ CLINICAL PHYSICIAN - SHMG	50.0 .......................0				X	2,466,041	0	25,106
(49) KIEL PFEFFERLE........................................................................ CLINICAL PHYSICIAN - SHMG	50.0 .......................0				X	1,425,807	0	41,992
(50) MATTHEW JAYKEL........................................................................ CLINICAL PHYSICIAN - SHMG	50.0 .......................0				X	1,528,832	0	36,016
(51) PAUL HARTZFELD........................................................................ CLINICAL PHYSICIAN - SHMG	50.0 .......................0				X	1,638,716	0	37,591

- TIN:

SCHEDULE A
(Form 990)

Department of the Treasury
Internal Revenue Service

Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow

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

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2024

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 12, 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 (Form 990).)

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 agricultural research organization described in 170(b)(1)(A)(ix) operated in conjunction with a land-grant college or university or a non-land grant college of agriculture. See instructions. Enter the name, city, and state of the college or university:

An organization that normally receives: (1) more than 33 1/3% 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 33 1/3% 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 on lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g.

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

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

(i) Name of supported organization	(ii) EIN	(iii) Type of organization (described on lines 1- 10 above (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

Total 1					0	0

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

Cat. No. 11285F

Schedule A (Form 990) 2024

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 failed to qualify under the tests listed below, please complete Part III.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2020	(b) 2021	(c) 2022	(d) 2023	(e) 2024	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..		16,292,512	11,562,518	5,935,837	3,864,042	37,654,909
2	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf ....						0
3	The value of services or facilities furnished by a governmental unit to the organization without charge..						0
4	Total. Add lines 1 through 3	0	16,292,512	11,562,518	5,935,837	3,864,042	37,654,909
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) ..						11,627,145
6	Public support. Subtract line 5 from line 4.						26,027,764

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2020	(b) 2021	(c) 2022	(d) 2023	(e) 2024	(f) Total
7	Amounts from line 4..	0	16,292,512	11,562,518	5,935,837	3,864,042	37,654,909
8	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...						0
9	Net income from unrelated business activities, whether or not the business is regularly carried on..						0
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						37,654,909

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

First 5 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 2024 (line 6, column (f) divided by line 11, column (f)) .........

69.122 %

Public support percentage for 2023 Schedule A, Part II, line 14 ...............

64.219 %

16a

33 1/3% support test—2024. 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—2023. 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—2024. 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—2023. 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) 2024

Page 3

Part III

Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 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) 2020	(b) 2021	(c) 2022	(d) 2023	(e) 2024	(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) 2020	(b) 2021	(c) 2022	(d) 2023	(e) 2024	(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 on 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 5 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 2024 (line 8, column (f) divided by line 13, column (f)) .........

Public support percentage from 2023 Schedule A, Part III, line 15 ...............

Section D. Computation of Investment Income Percentage

Investment income percentage for 2024 (line 10c, column (f) divided by line 13, column (f)) ......

Investment income percentage from 2023 Schedule A, Part III, line 17 .............

19a

33 1/3% support tests-2024. 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—2023. 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) 2024

Page 4

Part IV

Supporting Organizations

(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete Sections A and B. If you checked box 12b, of Part I, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you checked box12d, 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.

Yes

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 lines 3b and 3c 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 box 12a or 12b in Part I, answer lines 4b and 4c 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 lines 5b and 5c 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 (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) 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 section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% 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 on line 7? If “Yes,” complete Part I 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 on line 9a) 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 on line 9a) 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 section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b 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

Schedule A (Form 990) 2024

Page 5

Part IV

Supporting Organizations (continued)

Yes

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 on lines 11b and 11c below, the governing body of a supported organization?

11a

A family member of a person described on 11a above?

11b

A 35% controlled entity of a person described on line 11a or 11b above? If “Yes” to 11a, 11b, or 11c, provide detail in Part VI.

11c

Section B. Type I Supporting Organizations

Yes

Did the officers, 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, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) 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 line 2 above, 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.

Yes

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 lines 2a and 2b 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 on line 2a, above 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 lines 3a and 3b 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?If "Yes" or "No", 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) 2024

Page 6

Part V

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

Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970 (explain in Part VI). 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 0.015 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 0.035	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

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) 2024

Page 7

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations(continued)

Section D - Distributions		Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes	1
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity	2
3 Administrative expenses paid to accomplish exempt purposes of supported organizations	3
4 Amounts paid to acquire exempt-use assets	4
5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI)	5
6 Other distributions (describe in Part VI). See instructions	6
7Total annual distributions. Add lines 1 through 6.	7
8 Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions	8
9 Distributable amount for 2024 from Section C, line 6	9
10 Line 8 amount divided by Line 9 amount	10

Section E - Distribution Allocations (see instructions)		(i) Excess Distributions	(ii) Underdistributions Pre-2024	(iii) Distributable Amount for 2024
1 Distributable amount for 2024 from Section C, line 6
2 Underdistributions, if any, for years prior to 2024 (reasonable cause required-- explain in Part VI). See instructions.
3 Excess distributions carryover, if any, to 2024:
a From 2019.......
b From 2020.......
c From 2021.......
d From 2022.......
e From 2023.......
fTotal of lines 3a through e
g Applied to underdistributions of prior years
h Applied to 2024 distributable amount
i Carryover from 2019 not applied (see instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.
4Distributions for 2024 from Section D, line 7:
$
a Applied to underdistributions of prior years
b Applied to 2024 distributable amount
c Remainder. Subtract lines 4a and 4b from line 4.
5 Remaining underdistributions for years prior to 2024, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions.
6 Remaining underdistributions for 2024. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions.
7 Excess distributions carryover to 2025. Add lines 3j and 4c.
8 Breakdown of line 7:
a Excess from 2020.....
b Excess from 2021.....
c Excess from 2022.....
d Excess from 2023.....
e Excess from 2024.....

Schedule A (Form 990) (2024)

Schedule A (Form 990) 2024

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 I LINE 3, 7, 12	SUMMA HEALTH SYSTEM, EIN 34-0714755, IS A SUBORDINATE MEMBER OF THE SUMMA HEALTH GROUP RULING. THE ORGANIZATION'S PUBLIC CHARITY STATUS IS AS A HOSPITAL ORGANIZATION DESCRIBED IN SECTION 170(B)(1)(A)(III). SUMMA PHYSICIANS, INC. DBA SUMMA HEALTH MEDICAL GROUP (SHMG), EIN 34-1790929, IS A SUBORDINATE MEMBER OF THE SUMMA HEALTH GROUP RULING. THE ORGANIZATION'S PUBLIC CHARITY STATUS IS SECTION 509(A)(3) TYPE III FUNCTIONALLY INTEGRATED AND MUST COMPLETE SCHEDULE A, PART IV, SECTIONS A, D, AND E. THE NUMBER OF SUPPORTING ORGANIZATIONS FOR LINE 12F IS 1. THE SUPPORTED ORGANIZATION FOR LINE 12G IS SUMMA HEALTH SYSTEM, EIN 34-0714755, WHOSE ORGANIZATION TYPE DESCRIBED ON LINES 1-10 IS 3, AND WHICH IS LISTED IN THE SHMG ORGANIZING DOCUMENTS. LISTING ZERO IN SUPPORT FOR LINE 12G COLUMN (V) AND (VI). SUMMA FOUNDATION, EIN 34-1219001, IS A SUBORDINATE MEMBER OF THE SUMMA HEALTH GROUP RULING. THE ORGANIZATION'S PUBLIC CHARITY STATUS IS 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) AND MUST COMPLETE SCHEDULE A PART II. PURSUANT TO THE INSTRUCTIONS FOR GROUP FILINGS, THE ABOVE LISTED ORGANIZATIONS HAVE SEPARATELY DOCUMENTED THEIR COMPLIANCE REQUIREMENTS ON SCHEDULE A, PART VI, SUPPLEMENTAL INFORMATION.
Schedule A, Part II Public Support	SCHEDULE A PUBLIC SUPPORT SCHEDULE IS BEING PREPARED FOR SUMMA FOUNDATION, EIN 34-1219001. SUMMA FOUNDATION IS A SUBORDINATE MEMBER OF THE SUMMA HEALTH GROUP RULING. THE ORGANIZATION'S PUBLIC CHARITY STATUS IS 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) AND MUST COMPLETE SCHEDULE A PART II.
Schedule A, Part IV, Section A, Line 1 Schedule A, Part IV, Sections A, D, and E	SHMG, EIN 34-1790929, IS A SUBORDINATE MEMBER OF THE SUMMA HEALTH GROUP RULING. THE ORGANIZATION'S PUBLIC CHARITY STATUS IS SECTION 509(A)(3) TYPE III FUNCTIONALLY INTEGRATED AND MUST COMPLETE SCHEDULE A, PART IV, SECTIONS A, D, AND E. THE ANSWERS PROVIDED ON SCHEDULE A, PART VI, SECTIONS A, D, AND E ARE PROVIDED FOR SHMG.
Schedule A, Part IV, Section A, Line 1	THE ANSWER FOR LINE 1 IS YES. SUPPORTED ORGANIZATIONS LISTED BY NAME: SHMG, EIN 34-1790929, WAS THE SUPPORTING ORGANIZATION TO THE FOLLOWING SUPPORTED ORGANIZATION SUMMA HEALTH SYSTEM, INC. EIN 34-0714755. SUMMA HEALTH SYSTEM IS DESIGNATED AS A SUPPORTED ORGANIZATION BY NAME IN THE ARTICLES OF INCORPORATION OF SUMMA PHYSICIANS, INC. DBA SUMMA HEALTH MEDICAL GROUP. AN HISTORIC AND CONTINUING RELATIONSHIP OF SUPPORT EXISTS BETWEEN SUMMA PHYSICIANS, INC. DBA SUMMA HEALTH MEDICAL GROUP, AND SUMMA HEALTH SYSTEM, THE SUPPORTED HOSPITAL LISTED ON PART I LINE 12G. SECTIONS A, D AND E ARE PROVIDED FOR SHMG.
Schedule A, Part IV, Section D, Line 3 Supp. Org. Have Significant Voice In Investment Policies	SUMMA HEALTH HAS A SIGNIFICANT VOICE IN SHMG'S INVESTMENT POLICIES AND IN DIRECTING THE USE OF SHMG'S INCOME OR ASSETS AT ALL TIME DURING THE TAX YEAR THROUGH COMMON BOARD MEMBERSHIP AND THROUGH COMMON CONTROL PROVIDED BY SUMMA HEALTH. THE PARENT ORGANIZATION OF SUMMA HEALTH SYSTEM, THE SUPPORT ORGANIZATION.
Schedule A, Part IV, Section E, Line 2a Org. Activities Directly Further The Exempt Purposes	ORGANIZATION ACTIVITIES DIRECTLY FURTHER THE EXEMPT PURPOSES: SHMG PROMOTES THE STRONGER AFFILIATION AND EMPLOYMENT OF PHYSICIANS TO ENSURE THE SUPPORTED HOSPITALS LISTED IN PART I LINE 12G MEET COMMUNITY AND HOSPITAL NEEDS FOR PHYSICIAN SERVICES, AND ALSO DEVELOPS PHYSICIAN COVERAGE IN NEW MARKETS. SHMG DIRECTORS AND OFFICERS SERVE AS DIRECTORS AND OFFICERS ON THE BOARDS OF THE SUPPORTED ORGANIZATIONS, ENSURING RESPONSIVENESS. SHMG'S PROGRAM SERVICE ACCOMPLISHMENTS INCLUDE HOSPITAL-BASED PRACTICES, MISSION-BASED PRACTICES, AND STRATEGIC-BASED PRACTICES, ALL BASED EXCLUSIVELY IN THE IDENTIFIED SUPPORTED HOSPITAL AND CONSTITUTING SUBSTANTIALLY ALL OF SHMG'S ACTIVITIES.
Schedule A, Part IV, Section E, Line 2b Activities That One Or More Supp. Org. Engaged In	ACTIVITIES THAT ONE OR MORE SUPPORTED ORGANIZATIONS ENGAGED IN: BUT FOR SHMG'S WORK TO ENSURE A STRONG AFFILIATION AND EMPLOYMENT OF PHYSICIANS TO ENSURE THE SUPPORTED HOSPITAL LISTED IN PART I LINE 12G MEETS COMMUNITY AND HOSPITAL NEEDS FOR PHYSICIAN SERVICES, THE IMPORTANT RELATIONSHIPS BETWEEN THE SUPPORTED HOSPITAL AND ITS PHYSICIANS WOULD HAVE TO BE MANAGED BY THE HOSPITAL.

Schedule A (Form 990) 2024

Additional Data

Software ID:	24020961
Software Version:	2024v5.1

- TIN:

SCHEDULE C
(Form 990)

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

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Complete if the organization is described below. right arrow

Attach to Form 990 or Form 990-EZ.
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Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2024

Open to Public
Inspection

If the organization answered "Yes" on 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.
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Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
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Section 527 organizations: Complete Part I-A only.
If the organization answered "Yes" on Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
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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.
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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" on 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
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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. See instructions for definition of “political campaign activities."

Political campaign activity expenditures. See instructions .................................................................... right arrow

Volunteer hours for political campaign activities. See instructions ..................................................................

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 ................................ right arrow

Enter the amount of any excise tax incurred by organization managers under section 4955 ....................... right arrow

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 ..... right arrow

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

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

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-.
1
2
3
4
5
6

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

Cat. No. 50084S

Schedule C (Form 990) 2024

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 right arrow

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 right arrow

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) 2021	(b) 2022	(c) 2023	(d) 2024	(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) 2024

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 on 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? ..........................................................

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

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

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

Yes

4,579

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

4,579

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	THE AMOUNT ON LINE 1(I) REPRESENTS THE PORTION OF ANNUAL DUES TO THE OHIO HOSPITAL ASSOCIATION ALLOCABLE TO LOBBYING ACTIVITIES.

Schedule C (Form 990) 2024

Additional Data

Software ID:	24020961
Software Version:	2024v5.1

- TIN:

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
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Attach to Form 990.
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Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

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" on 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" on 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 July 25, 2006, 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 right arrow

Number of states where property subject to conservation easement is located right arrow

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, handling of violations, and enforcing conservation easements during the year
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Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
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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" on Form 990, Part IV, line 8.

If the organization elected, as permitted under FASB 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 FASB 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 on Form 990, Part VIII, line 1 ......................... right arrow

(ii)

Assets included in Form 990, Part X ............................... right arrow

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 FASB ASC 958 relating to these items:

Revenue included on Form 990, Part VIII, line 1 .......................... right arrow

Assets included in Form 990, Part X ............................... right arrow

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

Cat. No. 52283D

Schedule D (Form 990) (Rev. 1-2025)

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" on 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


b	If "Yes," explain the arrangement in Part XIII and complete the following table:		Amount
c	Beginning balance .............................	1c
d	Additions during the year ............................	1d
e	Distributions during the year ..........................	1e
f	Ending balance ................................	1f

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" on Form 990, Part IV, line 10.

		(a) Current year	(b) Prior year	(c) Two years back	(d) Three years back	(e) Four years back

1a	Beginning of year balance ....	29,193,531	28,058,724	29,263,036	27,566,543	26,418,953
b	Contributions ...	-3,554	135,091	870,744	923,605	359,489
c	Net investment earnings, gains, and losses	601,772	999,716	-2,075,056	772,888	788,101
d	Grants or scholarships ...
e	Other expenditures for facilities and programs ...
f	Administrative expenses ....
g	End of year balance ......	29,791,749	29,193,531	28,058,724	29,263,036	27,566,543

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

Board designated or quasi-endowment right arrow

0 %

Permanent endowment right arrow

100 %

Term endowment right arrow

0 %

The percentages on 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)

Yes

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

Yes

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" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.

Description of property		(a) Cost or other basis (investment)	(b) Cost or other basis (other)	(c) Accumulated depreciation	(d) Book value

1a	Land .....	46,474,602		46,474,602
b	Buildings ....	906,050,983	429,686,617	476,364,366
c	Leasehold improvements	19,374,888	7,792,227	11,582,661
d	Equipment ....	428,257,748	305,106,861	123,150,887
e	Other .....	56,504,224	29,045,348	27,458,876
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..				685,031,392

Schedule D (Form 990) (Rev. 1-2025)

Page 3

Part VII

Investments - Other Securities.
Complete if the organization answered "Yes" on 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........
(3)Other
(A)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)

Part VIII

Investments - Program Related. Complete if the organization answered 'Yes' on 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

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)

Part IX

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

(a) Description				(b) Book value
(1)NON-PERF ASSET AIR RIGHTS				491,870
(2)TAXES RECEIVABLE				221,092
(3)OTHER ACCOUNTS RECEIVABLE				68,571
(4)BENEFICIAL INTEREST IN PROPERTY				3,423,026
(5)DUE FROM RELATED ORGANIZATIONS				884,177,932
(6)RIGHT OF USE ASSETS				15,694,348
(7)OTHER ACCOUNTS RECEIVABLE UPL NET OF ALLOWANCE				-1,142,543
(8)PREPAID PENSION ASSET				6,986,018
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........				909,920,314

Part X

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

1.(a) Description of liability	(b) Book value
(1) Federal income taxes
Federal Income Taxes
CAPITAL LEASE OBLIGATIONS	24,681,280
ASSET RETIREMENT OBLIGATION	0
INTEREST RATE SWAP	1,708,104
POST RETIREMENT BENEFITS	294,934
CONTINGENT LIABILITIES	490,083
MALPRACTICE LIABILITY	16,274,000
UNSECURED PAYABLES	341,871,705
PURCHASE OPTION LIABILITY	4,680,805
RIGHT OF USE LEASE OBLIGATION	10,356,373
2021 BONDS	299,982,638
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)	700,339,922
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) (Rev. 1-2025)

Page 4

Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on 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	0
e	Add lines 2a through 2d .....................			2e	0
3	Subtract line 2e from line 1..................			3	0
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	0
c	Add lines 4a and 4b....................			4c	0
5	Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ......			5	0

Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on 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	0
e	Add lines 2a through 2d....................			2e	0
3	Subtract line 2e from line 1...................			3	0
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	0
c	Add lines 4a and 4b.....................			4c	0
5	Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ......			5	0

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

SUMMA AND MOST OF ITS SUBSIDIARIES ARE NOT-FOR-PROFIT CORPORATIONS AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE CODE) AND ARE EXEMPT FROM FEDERAL INCOME TAXES PURSUANT TO SECTION 501(A) OF THE CODE. SUMMA ALSO HAS CERTAIN SUBSIDIARIES THAT ARE TAXABLE FOR FEDERAL INCOME TAX PURPOSES. SC, TOGETHER WITH AFFILIATES OF SHSC, FILES 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. SC IS NOT SUBJECT TO STATE INCOME TAXES AS IT IS LICENSED AS A HEALTH INSURANCE COMPANY UNDER CHAPTER 1751 OF THE OHIO REVISED CODE. DEFERRED TAX ASSETS AND LIABILITIES ARE RECOGNIZED FOR THE FUTURE TAX CONSEQUENCES ATTRIBUTABLE TO DIFFERENCES BETWEEN THE FINANCIAL STATEMENT CARRYING AMOUNTS OF EXISTING ASSETS AND LIABILITIES AND THE RESPECTIVE TAX BASIS AND OPERATING LOSS AND TAX CREDIT CARRYFORWARDS. DEFERRED TAX ASSETS AND LIABILITIES ARE MEASURED USING ENACTED TAX RATES EXPECTED TO APPLY TO TAXABLE INCOME IN THE YEARS IN WHICH THOSE TEMPORARY DIFFERENCES ARE EXPECTED TO BE RECOVERED OR SETTLED. THE EFFECT ON DEFERRED TAX ASSETS AND LIABILITIES OF A CHANGE IN TAX RATES IS RECOGNIZED IN INCOME IN THE PERIOD THAT INCLUDES THE ENACTMENT DATE. SUMMA RECOGNIZES INTEREST INCOME, INTEREST EXPENSE, AND PENALTIES RELATED TO UNCERTAIN TAX POSITIONS WITHIN THE PROVISION FOR INCOME TAX.

Schedule D (Form 990) (Rev. 1-2025)

Additional Data

Software ID:	24020961
Software Version:	2024v5.1

- TIN:

SCHEDULE F(Form 990)
(Rev. January 2025)

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 arrow

Attach to Form 990. Right arrow

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

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" on 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 the region	(d) Activities conducted in region (by type) (such as, 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 the region	(f) Total expenditures for and investments in the region
	Central America and the Caribbean	1	0	Program Services	Self Insurance	15,214,496
















3a	Sub-total ....	1	0			15,214,496
b	Total from continuation sheets to Part I ...	0	0			0
c	Totals (add lines 3a and 3b)	1	0			15,214,496

For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) (Rev. 1-2025)

Schedule F (Form 990) (Rev. 1-2025)

Page 2

Part II

Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" on 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)	(c) Region	(d) Purpose of grant	(e) Amount of cash grant	(f) Manner of cash disbursement	(g) Amount of noncash assistance	(h) Description of noncash assistance	(i) Method of valuation (book, FMV, appraisal, other)

2	Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter .......
3	Enter total number of other organizations or entities .......................

Schedule F (Form 990) (Rev. 1-2025)

Schedule F (Form 990) (Rev. 1-2025)Page 3

Part III

Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" on 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 noncash assistance	(g) Description of noncash assistance	(h) Method of valuation (book, FMV, appraisal, other)

Schedule F (Form 990) (Rev. 1-2025)

Page 4

Part IV

Foreign Forms

Schedule F (Form 990) (Rev. 1-2025)

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 Method used to account for expenditures on org's financial statements	CENTRAL AMERICA AND THE CARIBBEAN-Accrual

Schedule F (Form 990) (Rev. 1-2025)

Additional Data

Software ID:	24020961
Software Version:	2024v5.1

- TIN:

SCHEDULE H
(Form 990)

Department of the Treasury
Internal Revenue Service

Hospitals

Complete if the organization answered "Yes" on Form 990, Part IV, question 20a.
Medium right arrow

Attach to Form 990.
Medium right arrow

Go to www.irs.gov/Form990EZ for instructions and the latest information.

OMB No. 1545-0047

2024

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 25000 %

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

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

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? . . . . . . . . .

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

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) . . .			50,300,229	36,004,715	14,295,514	0.824 %
b	Medicaid (from Worksheet 3, column a) . . . . .			238,966,717	149,413,831	89,552,886	5.159 %
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	289,266,946	185,418,546	103,848,400	5.983 %
Other Benefits
e	Community health improvement services and community benefit operations (from Worksheet 4).			16,940,332	0	16,940,332	0.976 %
f	Health professions education (from Worksheet 5) . . .			47,211,806	16,311,117	30,900,689	1.780 %
g	Subsidized health services (from Worksheet 6) . . . .			50,273,093	0	50,273,093	2.896 %
h	Research (from Worksheet 7) .			7,162,213	603,951	6,558,262	0.378 %
i	Cash and in-kind contributions for community benefit (from Worksheet 8) . . . .			4,460,685	0	4,460,685	0.257 %
j	Total. Other Benefits . .	0	0	126,048,129	16,915,068	109,133,061	6.287 %
k	Total. Add lines 7d and 7j .	0	0	415,315,075	202,333,614	212,981,461	12.270 %

For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 50192T Schedule H (Form 990) 2024

Schedule H (Form 990) 2024

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					0	0 %
2	Economic development					0	0 %
3	Community support			87,512		87,512	0.005 %
4	Environmental improvements					0	0 %
5	Leadership development and training for community members					0	0 %
6	Coalition building					0	0 %
7	Community health improvement advocacy					0	0 %
8	Workforce development					0	0 %
9	Other					0	0 %
10	Total	0	0	87,512	0	87,512	0.005 %

Part III

Bad Debt, Medicare, & Collection Practices

Section A. Bad Debt Expense

Yes

Did the organization report bad debt expense in accordance with Healthcare 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. ......

17,739,000

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).....

134,988,871

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

169,233,916

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

-34,245,045

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 %
11 DIGESTIVE HEALTH CENTER LLC	DIGESTIVE DISEASE	10.19 %	0 %	44 %
2
3
4
5
6
7
8
9
10
11
12
13

Schedule H (Form 990) 2024

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?2Name, 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)
1	SUMMA HEALTH SYSTEM 141 N FORGE ST AKRON,OH44304 WWW.SUMMAHEALTH.ORG 1275	X	X	X	X	X
2	SUMMA REHAB HOSPITAL LLC 29 NORTH ADAMS STREET AKRON,OH44304 WWW.SUMMAREHABHOSPITAL.COM 1503	X		X			REHABILITATION

Schedule H (Form 990) 2024

Page 4

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)

	SUMMA HEALTH SYSTEM
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

The impact of any actions taken to address the significant health needs identified in the hospital facility's prior CHNA(s)

Other (describe in Section C)

Indicate the tax year the hospital facility last conducted a CHNA: 20 22

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

6 a

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): HTTPS://WWW.SUMMAHEALTH.ORG/ABOUT-US/ABOUT-SUMMA/COMMUNITY-BENEFIT-AND-DIVERSITY/COMMUNITYNEEDSASSES

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 22

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

Yes

If "Yes" (list url): HTTPS://WWW.SUMMAHEALTH.ORG/ABOUT-US/ABOUT-SUMMA/COMMUNITY-BENEFIT-AND-DIVERSITY/COMMUNITYNEEDSASSES

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

12b

If "Yes" on 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) 2024

Page 5

Part VFacility Information (continued)

Financial Assistance Policy (FAP)

	SUMMA HEALTH SYSTEM
Name of hospital facility or letter of facility reporting group

Yes

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 250.0%
and FPG family income limit for eligibility for discounted care of 400.0%

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)

Was widely publicized 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):

https://www.summahealth.org/patientvisitor/insuranceandbilling/financialassistance

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

https://www.summahealth.org/patientvisitor/insuranceandbilling/financialassistance

A plain language summary of the FAP was widely available on a website (list url):
https://www.summahealth.org/patientvisitor/insuranceandbilling/financialassistance

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)

Individuals were notified about the FAP by being offered a paper copy of the plain language summary of the FAP, by
receiving a conspicuous written notice about the FAP on their billing statements, and via conspicuous public displays or
other measures reasonably calculated to attract patients' attention

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

The FAP, FAP application form, and plain language summary of the FAP were translated into the primary language(s)
spoken by LEP populations

Other (describe in Section C)

Schedule H (Form 990) 2024

Page 6

Part VFacility Information (continued)

Billing and Collections

	SUMMA HEALTH SYSTEM
Name of hospital facility or letter of facility reporting group

Yes

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 nonpayment?..................................

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

Deferring, denying, or requiring a payment before providing medically necessary care due to nonpayment of a previous
bill for care covered under the hospital facility's FAP

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

Did the hospital facility or other authorized 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

Deferring , denying, or requiring a payment before providing medically necessary care due to nonpayment of a previous
bill for care covered under the hospital facility's FAP

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 19. (check all that apply):

Provided a written notice about upcoming ECAs (Extraordinary Collection Action) and a plain language summary of the
FAP at least 30 days before initiating those ECAs (if not, describe in Section C)

Made a reasonable effort to orally notify individuals about the FAP and FAP application process (if not, describe in
Section C)

Processed incomplete and complete FAP applications (if not, describe in Section C)

Made presumptive eligibility determinations (if not, describe in Section C)

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)

Schedule H (Form 990) 2024

Page 7

Part VFacility Information (continued)

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

	SUMMA HEALTH SYSTEM
Name of hospital facility or letter of facility reporting group

Yes

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 a look-back method based on claims allowed by Medicare fee-for-service during a prior 12-month period

The hospital facility used a look-back method based on claims allowed by Medicare fee-for-service and all private health insurers that pay claims to the hospital facility during a prior 12-month period

The hospital facility used a look-back method based on claims allowed by Medicaid, either alone or in combination with
Medicare fee-for-service and all private health insurers that pay claims to the hospital facility during a prior 12-month
period

The hospital facility used a prospective Medicare or Medicaid method

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) 2024

Page 4

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)

	SUMMA REHAB HOSPITAL LLC
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

The impact of any actions taken to address the significant health needs identified in the hospital facility's prior CHNA(s)

Other (describe in Section C)

Indicate the tax year the hospital facility last conducted a CHNA: 20 22

Yes

6 a

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): HTTPS://SUMMAREHABHOSPITAL.COM/COMMUNITY-HEALTH-NEEDS-ASSESSMENT-2022/

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 22

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

Yes

If "Yes" (list url): HTTPS://SUMMAREHABHOSPITAL.COM/COMMUNITY-HEALTH-NEEDS-ASSESSMENT-2022/

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

12b

If "Yes" on 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) 2024

Page 5

Part VFacility Information (continued)

Financial Assistance Policy (FAP)

	SUMMA REHAB HOSPITAL LLC
Name of hospital facility or letter of facility reporting group

Yes

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 250.0%
and FPG family income limit for eligibility for discounted care of 400.0%

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

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)

Was widely publicized 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):

https://summarehabhospital.com/financial-assistance/

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

https://summarehabhospital.com/financial-assistance/

A plain language summary of the FAP was widely available on a website (list url):
https://summarehabhospital.com/financial-assistance/

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)

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

The FAP, FAP application form, and plain language summary of the FAP were translated into the primary language(s)
spoken by LEP populations

Other (describe in Section C)

Schedule H (Form 990) 2024

Page 6

Part VFacility Information (continued)

Billing and Collections

	SUMMA REHAB HOSPITAL LLC
Name of hospital facility or letter of facility reporting group

Yes

Reporting to credit agency(ies)

Selling an individual’s debt to another party

Deferring, denying, or requiring a payment before providing medically necessary care due to nonpayment of a previous
bill for care covered under the hospital facility's FAP

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

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

Deferring , denying, or requiring a payment before providing medically necessary care due to nonpayment of a previous
bill for care covered under the hospital facility's FAP

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 19. (check all that apply):

Provided a written notice about upcoming ECAs (Extraordinary Collection Action) and a plain language summary of the
FAP at least 30 days before initiating those ECAs (if not, describe in Section C)

Made a reasonable effort to orally notify individuals about the FAP and FAP application process (if not, describe in
Section C)

Processed incomplete and complete FAP applications (if not, describe in Section C)

Made presumptive eligibility determinations (if not, describe in Section C)

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)

Schedule H (Form 990) 2024

Page 7

Part VFacility Information (continued)

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

	SUMMA REHAB HOSPITAL LLC
Name of hospital facility or letter of facility reporting group

Yes

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 a look-back method based on claims allowed by Medicare fee-for-service during a prior 12-month period

The hospital facility used a prospective Medicare or Medicaid method

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) 2024

Page 8

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, 16j, 18e, 19e, 20a, 20b, 20c, 20d, 20e, 21c, 21d, 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	Facility , 1 - SUMMA HEALTH SYSTEM. IN 2022 SUMMA HEALTH PARTNERED WITH SUMMIT COUNTY PUBLIC HEALTH (SCPH) AND THE SUMMIT COALITION FOR COMMUNITY HEALTH IMPROVEMENT (SCCHI) TO CONDUCT THE 2022 CHNA. DURING THE PROCESS, OVER 250 INDICATORS WERE REVIEWED, AND COMMUNITY LEADERS AND RESIDENTS WERE CONSULTED. THE 2022 CHNA WAS COMPLETED USING THE NATIONAL ASSOCIATION OF COUNTY AND CITY HEALTH OFFICIALS (NACCHO) MODIFIED-MOBILIZING ACTION THROUGH PARTNERSHIP AND PLANNING (MAPP) PROCESS. THIS PROCESS WAS FACILITATED BY SCPH AND CONDUCTED WITH THE SCCHI. SCCHI IS A 40+ MEMBER COLLABORATIVE WITH THE MISSION OF IDENTIFYING KEY HEALTH PRIORITIES IN SUMMIT COUNTY AND COORDINATING ACTION TO IMPROVE POPULATION HEALTH AND PROMOTE HEALTH EQUITY FOR ALL. THESE COMMUNITY LEADERS PROVIDE A PERSPECTIVE ON THE BROAD INTERESTS OF THE GROUPS SERVED BY THE HOSPITAL FACILITY, INCLUDING THE MEDICALLY UNDERSERVED, LOW-INCOME PERSONS, MINORITY GROUPS. SCPH EPIDEMIOLOGY GATHERED DATA FROM A VARIETY OF SOURCES INCLUDING COUNTY HEALTH RANKINGS, AMERICAN COMMUNITY SURVEY, AND COMMUNITY HEALTH STATUS INDICATORS. SCPH ALSO UTILIZED THE 2018 YOUTH RISK BEHAVIORAL SURVEY, THE OHIO DEPARTMENTS OF HEALTH BIRTH AND DEATH DATA, AND EPICENTER. QUALITATIVE DATA COLLECTED THROUGH SURVEYS, FOCUS GROUPS AND COMMUNITY MEETINGS WERE ALSO UTILIZED TO GATHER INFORMATION ABOUT HOW SUMMIT COUNTY LEADERS AND RESIDENTS EXPERIENCE THE HEALTH OUTCOMES AND COMMUNITY CONDITIONS THAT AFFECT QUALITY OF LIFE. THIS INFORMATION CAN PROVIDE ADDITIONAL CONTEXT TO QUANTITATIVE DATA AND HEALTH TO STRATEGICALLY INFORM IMPROVEMENTS. SCCHI AND SCPH ALSO COMPLETED TWO QUALITATIVE MAPP ASSESSMENTS: COMMUNITY THEMES, STRENGTHS, AND THE FORCES OF CHANGE. FOCUS GROUPS AND SURVEYS WERE CONDUCTED AND DISTRIBUTED THROUGHOUT THE COMMUNITY IN 2022 TO IDENTIFY BARRIERS AND OPPORTUNITIES THROUGH THE LENS OF THE COMMUNITY MEMBER. LEADERS FROM THE FOLLOWING COMMUNITY ORGANIZATIONS WERE CONSULTED DURING THIS CHNA: AETNA AKRON AREA YMCA AKRON CANTON REGIONAL FOODBANK AKRON CHILDREN'S HOSPITAL AKRON COMMUNITY FOUNDATION AKRON METROPOLITAN AREA TRANSPORTATION STUDY AKRON METROPOLITAN HOUSING AUTHORITY AKRON PUBLIC SCHOOLS AKRON REGION INTERPROFESSIONAL AREA HEALTH EDUCATION CENTER AKRON SUMMIT COMMUNITY ACTION, INC AKRON SUMMIT COUNTY PUBLIC LIBRARY AKRON ZOO ALZHEIMER'S ASSOCIATION SUMMA HEALTH GROUP RETURN 90-0640432 AMERICAN CANCER SOCIETY AMERICAN HEART ASSOCIATION ASIAN SERVICES IN ACTION, INC AXESSPOINTE COMMUNITY HEALTH CENTER BABY 1ST NETWORK BLACK HEALTH COALITION CHC ADDICTION CHILD GUIDANCE AND FAMILY SOLUTIONS CITY OF AKRON CITY OF TALLMADGE CHOICES CLEVELAND CLINIC AKRON GENERAL COMMUNITY LEGAL AID COUNTY OF SUMMIT COUNTY OF SUMMIT ALCOHOL DRUG ADDICTION AND MENTAL HEALTH SERVICES BOARD FAIR HOUSING AKRON GREATER AKRON CHAMBER OF COMMERCE GREEN LEAF CENTER HOPE HEALING HAVEN OF REST MINISTRIES HUMILITY OF MARY HOUSING PROGRAM INFOLINE, INC INTERNATIONAL INSTITUTE OF AKRON LET'S GROW AKRON LOVE AKRONMATURE SERVICES MHA ADVOCACY MUSTARD SEED MARKET AND CAF NORTHEAST OHIO MEDICAL UNIVERSITY OHIO GUIDESTONE OPEN M MINISTRIES PLANNED PARENTHOOD OF GREATER OHIO PROJECT LEARN OF SUMMIT COUNTY SIDS OHIO STARK STATE UNIVERSITY SUMMIT COUNTY DD BOARD SUMMIT COUNTY PUBLIC HEALTH SUMMIT EDUCATION INITIATIVE SUMMIT METRO PARKS THE BLICK CENTER UHCAN OHIO UNITED WAY OF SUMMIT COUNTY UNIVERSITY OF AKRON ADDITIONAL DETAIL CAN BE FOUND ON THE SUMMA HEALTH WEBSITE AT https://www.summahealth.org/about-us/about-summa/community-benefit-and-diversity/communityneedsassessments
Schedule H, Part V, Section B, Line 6a Facility , 1	Facility , 1 - SUMMA HEALTH SYSTEM. SUMMA HEALTH CONDUCTED THE CHNA ON BEHALF OF EACH OF ITS HOSPITAL FACILITIES LISTED IN PART V, SECTION A, WHICH ARE, SUMMA HEALTH SYSTEM AND SUMMA REHAB HOSPITAL, LLC
Schedule H, Part V, Section B, Line 6b Facility , 1	Facility , 1 - SUMMA HEALTH SYSTEM. SUMMIT COUNTY PUBLIC HEALTH SUMMIT COALITION FOR COMMUNITY HEALTH IMPROVEMENT
Schedule H, Part V, Section B, Line 11 Facility , 1	Facility , 1 - SUMMA HEALTH SYSTEM. IN 2022 SUMMA HEALTH PARTNERED WITH SUMMIT COUNTY PUBLIC HEALTH (SCPH) AND THE SUMMIT COALITION FOR COMMUNITY HEALTH IMPROVEMENT (SCCHI) TO CONDUCT THE 2022 CHNA THAT WAS APPROVED BY THE SUMMA HEALTH BOARD OF DIRECTORS ON OCTOBER 27, 2022. DURING THIS PROCESS OVER 200 INDICATORS WERE REVIEWED, COMMUNITY LEADERS AND RESIDENTS WERE CONSULTED, AND SIGNIFICANT HEALTH NEEDS WERE IDENTIFIED USING THE MAPP PROCESS. IN COLLABORATION WITH SUMMA'S INTERNAL LEADERSHIP AND DEPARTMENTS, ASSISTANCE FROM MEMBERS OF THE SUMMA CEC AND MANY EXTERNAL PARTNERS, SUMMA'S PRIORITIZATION PROCESS INCLUDED REVIEW OF THE DATA FINDINGS, BURDEN SCOPE AND URGENCY OF THE HEALTH NEED, THE FEASIBILITY OF INTERVENING, THE HOSPITAL'S STRATEGIC PRIORITIES, FINANCIAL AND HUMAN RESOURCES, PARTER ACTIVITY, AND THE LOCAL AND STATE HEALTH IMPROVEMENT PLANS. THE OUTCOME OF THE 2022 CHNA EFFORTS AS DETERMINED BY CAREFUL ANALYSIS OF BOTH THE EPIDEMIOLOGICAL AND QUALITATIVE DATA, YIELDED THE FOLLOWING PRIORITIES: ACCESS AND BARRIERS TO HEALTH CARE, CHRONIC DISEASE PREVENTION AND MANAGEMENT, HEALTH EQUITY, MENTAL HEALTH AND ADDICTION AND SOCIAL DETERMINANTS OF HEALTH. THE PRIORITIES ARE IN ALIGNMENT WITH CURRENT COMMUNITY HEALTH NEEDS IDENTIFIED BY THE SUMMIT COUNTY PUBLIC HEALTH 2022 COMMUNITY HEALTH ASSESSMENT AND THE OHIO DEPARTMENT OF HEALTH'S 2019 STATE HEALTH ASSESSMENT AND THE 2020-2022 STATE HEALTH IMPROVEMENT PLAN, WHICH WAS THE MOST CURRENT PLAN AVAILABLE. SIGNIFICANT HEALTH NEEDS ADDRESSED: CHNA HEALTH PRIORITY: ACCESS AND BARRIERS TO HEALTH CARE: ACCESS TO HEALTH CARE IS A BROAD TERM USED TO DESCRIBE THE AVAILABILITY, ACCEPTABILITY, AFFORDABILITY AND ACCESSIBILITY OF HEALTH CARE SYSTEMS AND PROVIDERS. ADULTS WITH POOR ACCESS TO HEALTHCARE, OR WHO FACE BARRIERS TO CARE, HAVE A HARDER TIME GETTING PREVENTATIVE SERVICES OR MEDICATION. ACCESS TO CLINICAL CARE ACCOUNTS FOR 20% OF A PERSON'S HEALTH STATUS ACCORDING TO THE WISCONSIN COUNTY HEALTH RANKINGS MODEL. BOTH ACCESS TO CARE AND THE QUALITY OF THAT CARE HAVE AFFECTED THE HEALTH OF SUMMIT COUNTY. EVEN AFTER THE IMPLEMENTATION OF THE ACA, 8% OF ADULTS AND 3% OF CHILDREN STILL DO NOT HAVE HEALTH INSURANCE. HAVING HEALTH INSURANCE IS ONLY ONE PART OF THE HEALTH ACCESS PICTURE, HOWEVER. HAVING ACCESS TO A PROVIDER WHEN THEY ARE NEEDED ALSO IS IMPORTANT. RATIOS OF PRIMARY CARE PHYSICIANS, MENTAL HEALTH PROVIDERS AND DENTISTS TO POPULATION ALL SHOWED MEANINGFUL IMPROVEMENT SINCE THE 2019 CHNA. LANGUAGE BARRIERS ALSO IMPACT HEALTH CARE ACCESS. THE RECENT INFLUX OF IMMIGRANT AND PARTICULARLY REFUGEE POPULATIONS FROM AROUND THE WORLD HAS CREATED CHALLENGES TO HEALTH CARE ACCESS. FOR EXAMPLE, THE PERCENTAGE OF THOSE AGE 5 AND OLDER WHO ARE LINGUISTICALLY ISOLATED (SPEAK ENGLISH LESS THAN VERY WELL AS WELL AS A LANGUAGE OTHER THAN ENGLISH IN THE HOME) INCREASED SHARPLY BETWEEN 2015 AND 2019. AT THE TIME OF THE 2019 CHNA, ONLY 59% OF FEMALE MEDICARE PATIENTS RECEIVE MAMMOGRAPHY SCREENING. THAT PERCENTAGE HAS NOW DECREASED TO JUST 43%. LOW RATES OF ELIGIBLE WOMEN RECEIVING ROUTINE MAMMOGRAMS COULD MEAN THAT MANY WOMEN WITH CANCER WILL NOT RECEIVE A DIAGNOSIS OF BREAST CANCER UNTIL THAT CANCER IS IN ITS LATER STAGES. PREVENTIVE DENTAL HEALTH SCREENINGS ARE ALSO LOW, WITH LESS THAN TWO-THIRDS OF ADULTS, MIDDLE SCHOOL STUDENTS, AND HIGH SCHOOL STUDENTS SAYING THEY HAVE VISITED A DENTIST IN THE PAST 12 MONTHS. GOAL: IMPROVE ACCESS AND REDUCE BARRIERS TO QUALITY HEALTHCARE FOR THE RESIDENTS OF SUMMIT COUNTY. THE HEALTH NEEDS PERTAINING TO ACCESS ARE BEING ADDRESSED BY INCORPORATING COMMUNITY HEALTH WORKERS IN COMMUNITY BASED SETTINGS AND INCREASING THE NUMBER OF INDIVIDUALS WHO HAVE ACCESS TO PRIMARY CARE MEDICAL HOMES AND COMPREHENSIVE PRIMARY CARE PLUS PRACTICES THEREBY INCREASING THE OPPORTUNITIES FOR PREVENTATIVE AND EARLY INTERVENTIONS FOR INDIVIDUALS REQUIRING PRIMARY CARE, DENTAL, AND BEHAVIORAL HEALTH PROVIDERS. EXPECTED OUTCOME (S): INCREASED USE OF HEALTHCARE SERVICES REDUCED BARRIERS TO ACCESSING CARE INCREASED ACCESS TO SCREENINGS CHNA HEALTH PRIORITY: CHRONIC DISEASE PREVENTION AND MANAGEMENT: CHRONIC DISEASES ARE DISEASES THAT A PERSON HAS FOR A LONG TIME, SOMETIMES INDEFINITELY. PEOPLE WITH CHRONIC DISEASES USUALLY NEED TO SEE THEIR DOCTORS ON A REGULAR BASIS TO MONITOR THE PROGRESSION OF THEIR DISEASE TO GET TREATMENT. DEATH RATES FROM A FEW OF THE MORE COMMON CHRONIC DISEASES EITHER STAYED THE SAME OR SLIGHTLY DECREASED SINCE THE 2019 CHNA, INCLUDING BREAST, COLORECTAL CANCER, STROKE, AND CHRONIC LOWER RESPIRATORY DISEASE. THE STABILIZATION AND/OR IMPROVEMENT OF CANCER DEATH RATES FOR BREAST AND COLORECTAL CANCER IS ESPECIALLY IMPORTANT, AS THESE ARE CANCERS THAT ARE MORE READILY DETECTED THROUGH EARLY SCREENING. DEATH RATES FROM ALL CANCER TYPES COMBINED DECREASED BY ABOUT 2%. DEATHS FROM CHRONIC KIDNEY DISEASE AND PROSTATE CANCER INCREASED, AS DID DEATH RATES FROM HEART DISEASE AND ALZHEIMER'S/DEMENTIA. OVER THE PAST SEVERAL YEARS, THE BEHAVIORAL RISK FACTOR SURVEILLANCE SURVEY (BRFSS) HAS SHOWN THAT NEARLY TWO-THIRDS OF THE ADULT POPULATION IS EITHER OVERWEIGHT OR OBESE, AND ABOUT ONE-THIRD OF THOSE INDIVIDUALS HAVE REPORTED BEING TOLD THEY HAVE EITHER HIGH CHOLESTEROL OR HIGH BLOOD PRESSURE. IN ADDITION, ABOUT ONE-QUARTER OF ADULTS SAY THEY SMOKE, AND ANOTHER QUARTER SAY THEY ARE NOT PHYSICALLY ACTIVE. ALL OF THESE BEHAVIORS HAVE EITHER STAYED THE SAME OR INCREASED OVER THE PAST SEVERAL YEARS, DESPITE SOLID EVIDENCE THAT THEY INCREASE CHRONIC DISEASE RATES. SEVERAL EXTERNAL CAUSES OF DEATH ALSO HAVE INCREASED (DEATHS NOT CAUSED BY DISEASE OR OTHER NATURAL CAUSES). IN ADDITION TO DRUG OVERDOSE DEATHS, OTHER KINDS OF ACCIDENTAL DEATHS (AUTO ACCIDENTS AND FALLS BEING THE MOST COMMON) HAVE INCREASED 36% SINCE 2019. FIREARM-RELATED HOMICIDES ALSO ARE UP 37% SINCE THE 2019 CHNA. FALL-RELATED DEATHS AMONG SENIORS, AND BOTH TRAUMATIC BRAIN INJURY EMERGENCY ROOM VISITS RESULTING FROM AND DEATHS FROM TRAUMATIC BRAIN INJURY HAVE INCREASED FOR SENIORS SINCE 2018. GOAL: REDUCE CHRONIC DISEASE AND PROMOTE WELLBEING FOR THE RESIDENTS OF SUMMIT COUNTY. THE HEALTH NEEDS PERTAINING TO CHRONIC DISEASE ARE BEING ADDRESSED THROUGH INCREASING CONSUMER KNOWLEDGE BASE OF RISK FACTORS, RISK BEHAVIORS, AND GENETIC CONSIDERATIONS WHICH LEAD TO CANCER, CARDIOVASCULAR DISEASE AND DIABETES AND PROVIDING EVIDENCED BASED LIFESTYLE MODIFICATION PROGRAMS. EXPECTED OUTCOME (S): DECREASE RATES OF CHRONIC DISEASE IN ADULTS. DECREASE SMOKING, TOBACCO AND VAPING USE IN ADULTS. REDUCE INCIDENCE OF CARDIOVASCULAR DISEASE IN SUMMIT COUNTY. REDUCE INCIDENCE OF CANCER IN SUMMIT COUNTY. REDUCE INCIDENCE OF DIABETES IN SUMMIT COUNTY. CHNA HEALTH PRIORITY: HEALTH EQUITY THE CENTERS FOR DISEASE CONTROL AND PREVENTION DEFINE HEALTH EQUITY AS A STATE IN WHICH EVERYONE HAS A FAIR AND JUST OPPORTUNITY TO ATTAIN THEIR HIGHEST LEVEL OF HEALTH. HEALTH EQUITY IS FOCUSED ON CREATING BETTER OPPORTUNITIES FOR HEALTH AND GIVING SPECIAL ATTENTION TO THE NEEDS OF THOSE AT THE GREATEST RISK FOR POOR HEALTH. ACHIEVING HEALTH EQUITY WILL REQUIRE FOCUSED AND ONGOING SOCIETAL EFFORTS TO CHANGE THE SYSTEMS AND POLICIES THAT HAVE RESULTED IN THE GENERATIONAL INJUSTICES THAT CONTRIBUTE TO RACIAL AND ETHNIC HEALTH DISPARITIES. IN THE SUMMER OF 2020, BOTH SUMMIT COUNTY COUNCIL AND THE CITY OF AKRON FORMALLY DECLARED RACISM AS A PUBLIC HEALTH CRISIS AND ARE TAKING STEPS TOWARDS ALLOCATING RESOURCES AND IMPLEMENTING CHANGE THROUGH STRATEGIC ACTION. THE PASSING OF THESE RESOLUTIONS, AND THE CONCRETE STEPS THAT HAVE FOLLOWED AFTER THE PASSAGE, DEMONSTRATES THAT SUMMIT COUNTY ALONG WITH OVER 250 OTHER COUNTIES, CITIES AND COMMUNITY ORGANIZATIONS ACROSS THE UNITED STATES ARE COMMITTED TO OPPOSING AND DISMANTLING RACISM AND PURSUING EQUITY, DIVERSITY AND INCLUSION. IN JUNE OF 2020, SUMMA MADE A PROMISE TO NOT ONLY ACKNOWLEDGE RACISM AS A PUBLIC HEALTH CRISIS, BUT TO TAKE SWIFT ACTION IN ADDRESSING THIS TOPIC WITH RESOURCES, EDUCATION AND TANGIBLE COMMITMENTS. THE SUMMA STANDS WITH OUR COMMUNITY ACTION PLAN WAS CREATED THAT PROMOTES DIVERSITY, REDUCING HEALTH DISPARITIES AND EDUCATING STAFF, AS WELL AS AN EVALUATION METRIC TO TRACK THE PROGRESS.
Schedule H, Part V, Section B, Line 11 Facility , 2	Facility , 2 - SUMMA HEALTH SYSTEM (continued). GOAL: REDUCE HEALTH DISPARITIES AND ADVANCE HEALTH EQUITY FOR THE RESIDENTS OF SUMMIT COUNTY. THE HEALTH NEEDS PERTAINING TO ADVANCING HEALTH EQUITY IS BEING ADDRESSED BY UTILIZING CHW'S IN COMMUNITY-BASED SETTINGS AT THE SUMMA CENTER FOR HEALTH EQUITY TO ADDRESS SOCIAL DETERMINANTS OF HEALTH. COORDINATING CARE OF LGBTQ AND COMPLEX CARE PATIENTS THROUGH SPECIALIZED CLINICS. REDUCING INFANT MORTALITY BY PROVIDING PROGRAMS AND SERVICES THAT PROVIDE OUTREACH, EDUCATION, COORDINATION AND FOCUS ON REDUCING THE IMPACTS OF THE SOCIAL DETERMINANTS OF HEALTH FOR LOW INCOME MOTHERS. ADVANCING DIVERSITY, EQUITY AND INCLUSION (DEI) THROUGH THE SUMMA STANDS WITH OUR COMMUNITY PLAN FOCUS AREAS AND ANALYZE IMPACT UTILIZING THE DEI SCORECARD. EXPECTED OUTCOME (S): IMPROVE ACCESS TO HEALTH CARE AND CARE COORDINATION TO THE LGBTQ COMMUNITY. IMPROVE CARE COORDINATION BY UTILIZING COMMUNITY HEALTH WORKERS (CHW). REDUCE INFANT MORTALITY. REDUCE PRETERM BIRTHS AND LOW BIRTH-WEIGHT BIRTHS IN SUMMIT COUNTY. CHNA HEALTH PRIORITY: MENTAL HEALTH AND ADDICTION THE COVID-19 PANDEMIC BROUGHT NEW CHALLENGES TO MENTAL HEALTH AND ADDICTION SERVICES AS LOCKDOWNS, JOB LOSS AND SOCIAL ISOLATION FED DEPRESSION, SUICIDE AND OVERDOSE RATES. AN EMERGENCY SHIFT IN POLICY REGARDING MEDICAID REIMBURSEMENT OPENED UP OPPORTUNITIES TO USE TELEMEDICINE FOR MENTAL AND BEHAVIORAL HEALTH SERVICES. WHILE SHORT STAFFING IS NOT A NEW ISSUE TO CLINICAL FIELDS, THE PANDEMIC CREATED ADDITIONAL STAFFING CHALLENGES AT THE SAME TIME AS THE RISE IN DEMAND FOR SERVICES. VARIOUS STRATEGIES HAVE BEEN PUT IN PLACE TO INCREASE PROVIDER CAPACITY THROUGH RECRUITMENT METHODS, SHIFTS IN PRIORITIES, AND NEW WAYS TO MEET THE COMMUNITY'S NEEDS SUCH AS TELEHEALTH. MANY LOCAL AGENCIES REPORTED INCREASED SHOW-RATES AND ENGAGEMENT WITH THE ADDITIONOF TELEHEALTH OPTIONS, WHICH IS LEADING TO THE POTENTIAL DEVELOPMENT OF INNOVATIVE STRATEGIES TO INCORPORATE THESE METHODS LONG-TERM. UNFORTUNATELY, NOT ALL WHO SUFFER FROM DEPRESSION AND SUICIDAL IDEATION RECEIVE THE HELP THEY NEEDIN TIME. WHILE THE OVERALL TOTAL OF CONFIRMED COMPLETED SUICIDES AVERAGES THE SAME FOR THE PAST SEVERAL YEARS, THE COUNTY OF SUMMIT ALCOHOL, DRUG ADDICTION AND MENTAL HEALTH SERVICES BOARD HAS REPORTED A RISE IN SUICIDE RATES FOR BLACK MALES. THIS IS FOLLOWING MUCH THE SAME LINES AS THE RISE IN OVERDOSES FOR THIS DEMOGRAPHIC. COMMUNITY-BASED AGENCIES AND COMBINED PROFESSIONAL, PEER AND FAITH-BASED COALITIONS ARE WORKING TOGETHER TO HELP PROVIDE RESOURCES AND HELP TO THOSE WHO NEED IT MOST. THIS INCLUDES ORGANIZATIONAL POLICIES WORKING TOWARD DIVERSE AND EQUITABLE ACCESS TO BEHAVIORAL HEALTH CARE FOR SEVERAL POPULATIONS IN SUMMIT COUNTY INCLUDING SOME SPECIFIC TO BLACK INDIVIDUALS, LGBTQ+ AND LOCAL REFUGEE COMMUNITIES. NATIONWIDE, ILLICIT DRUG USE HAS IMPLICATIONS ACROSS MORE THAN THE HEALTH AND SAFETY OF THE COMMUNITY. ACCORDING TO THE OFFICE OF THE U.S. SURGEON GENERAL, THE ESTIMATED ANNUAL ECONOMIC IMPACT OF ALCOHOL MISUSE IS $249 BILLION, AND FOR ILLICIT DRUG USE $193 BILLION. NOT ONLY HAS OHIO BEEN ONE OF THE HARDEST-HIT STATES IN THE COUNTRY IN TERMS OF OVERDOSES AND OVERDOSE RELATED DEATHS, BUT SUMMIT COUNTY SPECIFICALLY HAS BEEN HEAVILY IMPACTED. GOAL: PROMOTE MENTAL WELLBEING AND PREVENT ALCOHOL AND OTHER DRUG DEPENDENCE FOR RESIDENTS OF SUMMIT COUNTY. THE HEALTH NEEDS PERTAINING TO SUBSTANCE ABUSE ARE BEING ADDRESSED BY DECREASING ALCOHOL AND OPIATE RELATED OVERDOSES AND DEATHS THROUGH CARE COORDINATION AND EVIDENCE BASED PROGRAMS. EXPECTED OUTCOME (S): REDUCE INCIDENCE OF SUBSTANCE USE DISORDERS, OVERDOSES, AND DEATHS INCREASED KNOWLEDGE AND AWARENESS OF MENTAL HEALTH ISSUES INCREASED REFERRALS FOR MENTAL AND BEHAVIORAL HEALTH SERVICES IMPROVED ACCESS FOR MENTAL AND BEHAVIORAL HEALTH SERVICES. CHNA HEALTH PRIORITY: SOCIAL DETERMINANTS OF HEALTH (SDOH) THE SOCIAL DETERMINANTS OF HEALTH (SDOH) ARE THE CONDITIONS IN THE ENVIRONMENT WHERE PEOPLE ARE BORN, LIVE, WORK, PLAY AND AGE THAT AFFECT A WIDE RANGE OF HEALTH AND QUALITY OF LIFE OUTCOMES. SDOH INCLUDE FACTORS SUCH AS EDUCATION, EMPLOYMENT AND INCOME MAKE UP THE LARGEST SINGLE SHARE OF INDIVIDUAL HEALTH, 50% IN THE COUNTY HEALTH RANKINGS MODEL. UNFORTUNATELY, THE RECESSION OF 2007-2009 HAS CONTINUED TO HAVE A HUGE IMPACT ON THE SOCIOECONOMIC LANDSCAPE IN SUMMIT COUNTY MORE THAN A DECADE LATER. THE ECONOMIC UPHEAVAL CAUSED BY COVID-19 HAS ONLY AGGRAVATED THE LONG-TERM ECONOMIC RECOVERY OF SUMMIT COUNTY. THESE FACTORS ARE IMPORTANT TO ADDRESS BECAUSE ACCESS TO HEALTH CARE IS NECESSARY, BUT NOT SUFFICIENT, FOR GOOD HEALTH. AN ESTIMATED 80% OF THE MODIFIABLE FACTORS THAT AFFECT OVERALL HEALTH ARE ATTRIBUTED TO COMMUNITY CONDITIONS AND THE OPPORTUNITY TO MAKE HEALTHY CHOICES. GOAL: ENHANCE POPULATION HEALTH BY ADDRESSING THE SDOH FOR THE RESIDENTS OF SUMMIT COUNTY. THE HEALTH NEEDS PERTAINING TO ADDRESSING THE SDOH IS THROUGH UTILIZING THE EPIC PLATFORM, CARE COORIDNATION, CAREER EDUCATION, WORKFORCE PROGRAMS, AND EXPANDING PROGRAMS THAT LEVERAGE COMMUNITY PARNTERS TO ADDRESS SOCIAL DETERMINANTS OF HEALTH. EXPECTED OUTCOME (S): IMPROVE HEALTH STATUS. REDUCE PREMATURE DEATH. INCREASE EDUCATIONAL AND EMPLOYMENT OPPORTUNITIES. SIGNIFICANT HEALTH NEEDS NOT ADDRESSED: SUMMA RECOGNIZES THAT NO HOSPITAL FACILITY CAN ADDRESS ALL OF THE HEALTH NEEDS PRESENT IN ITS COMMUNITY. INJURIES, ACCIDENTS, AFFORDABLE HOUSING, VIOLENCE AND CRIME WILL NOT BE ADDRESSED DIRECTLY THROUGH OUR PLAN. REASONS FOR NOT TARGETING THESE AREAS INCLUDE THEY ARE ADDRESSED DURING CLINCIAL VISITS, GO BEYOND THE CURRENT SCOPE OF THE HOSPITAL, RESOURCE CONSTRAINTS, AVAILABLE EXPERTISE, OR BEING MORE APPRORIATE FOR OTHER COMMUNITY AGENCIES TO ADDRESS. ALTHOUGH THESE HEALTH NEEDS WILL NOT BE DIRECTLY ADDRESSED THROUGH OUR PLAN, SUMMA WILL CONSIDER THEM WHILE IMPLEMENTING THE STRATEGIES OUTLINED ABOVE. IN ADDITION, SUMMA WILL, LOOK FOR OPPORTUNITIES TO COLLABORATE WITH SAFE COMMUNITIES OF SUMMIT COUNTY, SUMMIT COUNTY SAFE KIDS COALITION, YOUTH VIOLENCE PREVENTION TASK-FORCE, COMMUNITY DEVELOPMENT CORPORATIONS, LOCAL SERVICES AGENCIES AND OTHER ORGANIZATIONS TO ADDRESS THESE IMPORTANT HEALTH ISSUES WHENEVER POSSIBLE. POOR HEALTH STATUS CAN RESULT THROUGH A COMPLEX INTERACTION OF CHALLENGING SOCIAL, ECONOMIC, ENVIRONMENTAL AND BEHAVIORAL FACTORS, COMBINED WITH LACK OF ACCESS TO CARE. ADDRESSING THE MORE COMMON "ROOT" CAUSES OF POOR COMMUNITY HEALTH CAN SERVE TO IMPROVE A COMMUNITY'S QUALITY OF LIFE AND TO REDUCE MORTALITY AND MORBIDITY. HOWEVER, SUMMA RECOGNIZES THAT NO HOSPITAL FACILITY CAN ADDRESS ALL OF THE ROOT CAUSES AND HEALTH NEEDS PRESENT IN ITS COMMUNITY. THE PLAN IS ALSO IN ALIGNMENT WITH CURRENT COMMUNITY HEALTH NEEDS AND PRIORITIES IDENTIFIED BY THE SUMMIT COUNTY PUBLIC HEALTH 2022 COMMUNITY HEALTH ASSESSMENT AND THE OHIO DEPARTMENT OF HEALTH'S 2023-2025 STATE HEALTH IMPROVEMENT PLAN. A DETAILED DESCRIPTION OF THE ACTIONS BEING TAKEN TO ADDRESS THE HEALTH NEEDS IDENTIFIED ABOVE CAN BE FOUND ON THE 2020 - 2022 SUMMA HEALTH COMMUNITY HEALTH NEEDS ASSESSMENT IMPLEMENTATION PLAN FOUND ON THE SUMMA HEALTH WEBSITE AT https://www.summahealth.org/about-us/about-summa/community-benefit-and-diversity/communityneedsassessments
Schedule H, Part V, Section B, Line 5 Facility , 1	Facility , 1 - SUMMA REHABILITATION HOSPITAL. IN 2022 SUMMA HEALTH PARTNERED WITH SUMMIT COUNTY PUBLIC HEALTH (SCPH) AND THE SUMMIT COALITION FOR COMMUNITY HEALTH IMPROVEMENT (SCCHI) TO CONDUCT THE 2022 CHNA. DURING THE PROCESS, OVER 250 INDICATORS WERE REVIEWED, AND COMMUNITY LEADERS AND RESIDENTS WERE CONSULTED. THE 2022 CHNA WAS COMPLETED USING THE NATIONAL ASSOCIATION OF COUNTY AND CITY HEALTH OFFICIALS (NACCHO) MODIFIED-MOBILIZING ACTION THROUGH PARTNERSHIP AND PLANNING (MAPP) PROCESS. THIS PROCESS WAS FACILITATED BY SCPH AND CONDUCTED WITH THE SCCHI. SCCHI IS A 40+ MEMBER COLLABORATIVE WITH THE MISSION OF IDENTIFYING KEY HEALTH PRIORITIES IN SUMMIT COUNTY AND COORDINATING ACTION TO IMPROVE POPULATION HEALTH AND PROMOTE HEALTH EQUITY FOR ALL. THESE COMMUNITY LEADERS PROVIDE A PERSPECTIVE ON THE BROAD INTERESTS OF THE GROUPS SERVED BY THE HOSPITAL FACILITY, INCLUDING THE MEDICALLY UNDERSERVED, LOW-INCOME PERSONS, MINORITY GROUPS. SCPH EPIDEMIOLOGY GATHERED DATA FROM A VARIETY OF SOURCES INCLUDING COUNTY HEALTH RANKINGS, AMERICAN COMMUNITY SURVEY, AND COMMUNITY HEALTH STATUS INDICATORS. SCPH ALSO UTILIZED THE 2018 YOUTH RISK BEHAVIORAL SURVEY, THE OHIO DEPARTMENTS OF HEALTH BIRTH AND DEATH DATA, AND EPICENTER. QUALITATIVE DATA COLLECTED THROUGH SURVEYS, FOCUS GROUPS AND COMMUNITY MEETINGS WERE ALSO UTILIZED TO GATHER INFORMATION ABOUT HOW SUMMIT COUNTY LEADERS AND RESIDENTS EXPERIENCE THE HEALTH OUTCOMES AND COMMUNITY CONDITIONS THAT AFFECT QUALITY OF LIFE. THIS INFORMATION CAN PROVIDE ADDITIONAL CONTEXT TO QUANTITATIVE DATA AND HEALTH TO STRATEGICALLY INFORM IMPROVEMENTS. SCCHI AND SCPH ALSO COMPLETED TWO QUALITATIVE MAPP ASSESSMENTS: COMMUNITY THEMES, STRENGTHS, AND THE FORCES OF CHANGE. FOCUS GROUPS AND SURVEYS WERE CONDUCTED AND DISTRIBUTED THROUGHOUT THE COMMUNITY IN 2022 TO IDENTIFY BARRIERS AND OPPORTUNITIES THROUGH THE LENS OF THE COMMUNITY MEMBER. LEADERS FROM THE FOLLOWING COMMUNITY ORGANIZATIONS WERE CONSULTED DURING THIS CHNA: AETNA AKRON AREA YMCA AKRON CANTON REGIONAL FOODBANK AKRON CHILDREN'S HOSPITAL AKRON COMMUNITY FOUNDATION AKRON METROPOLITAN AREA TRANSPORTATION STUDY AKRON METROPOLITAN HOUSING AUTHORITY AKRON PUBLIC SCHOOLS AKRON REGION INTERPROFESSIONAL AREA HEALTH EDUCATION CENTER AKRON SUMMIT COMMUNITY ACTION, INC AKRON SUMMIT COUNTY PUBLIC LIBRARY AKRON ZOO ALZHEIMER'S ASSOCIATION AMERICAN CANCER SOCIETY AMERICAN HEART ASSOCIATION ASIAN SERVICES IN ACTION, INC AXESSPOINTE COMMUNITY HEALTH CENTER BABY 1ST NETWORK BLACK HEALTH COALITION CHC ADDICTION CHILD GUIDANCE AND FAMILY SOLUTIONS CITY OF AKRON CITY OF TALLMADGE CHOICES CLEVELAND CLINIC AKRON GENERAL COMMUNITY LEGAL AID COUNTY OF SUMMIT COUNTY OF SUMMIT ALCOHOL DRUG ADDICTION AND MENTAL HEALTH SERVICES BOARD FAIR HOUSING AKRON GREATER AKRON CHAMBER OF COMMERCE GREEN LEAF CENTER HOPE HEALING HAVEN OF REST MINISTRIES HUMILITY OF MARY HOUSING PROGRAM INFOLINE, INC INTERNATIONAL INSTITUTE OF AKRON LET'S GROW AKRON LOVE AKRONMATURE SERVICES MHA ADVOCACY MUSTARD SEED MARKET AND CAF NORTHEAST OHIO MEDICAL UNIVERSITY OHIO GUIDESTONE OPEN M MINISTRIES PLANNED PARENTHOOD OF GREATER OHIO PROJECT LEARN OF SUMMIT COUNTY SIDS OHIO STARK STATE UNIVERSITY SUMMIT COUNTY DD BOARD SUMMIT COUNTY PUBLIC HEALTH SUMMIT EDUCATION INITIATIVE SUMMIT METRO PARKS THE BLICK CENTER UHCAN OHIO UNITED WAY OF SUMMIT COUNTY UNIVERSITY OF AKRON ADDITIONAL DETAIL CAN BE FOUND ON THE SUMMA HEALTH WEBSITE AT https://summarehabhospital.com/COMMUNITY-HEALTH-NEEDS-ASSESSMENT-2022/
Schedule H, Part V, Section B, Line 6a Facility , 1	Facility , 1 - SUMMA REHABILITATION HOSPITAL. SUMMA HEALTH CONDUCTED THE CHNA ON BEHALF OF EACH OF ITS HOSPITAL FACILITIES LISTED IN PART V, SECTION A, WHICH ARE SUMMA HEALTH SYSTEM AND SUMMA REHAB HOSPITAL, LLC
Schedule H, Part V, Section B, Line 6b Facility , 1	Facility , 1 - SUMMA REHABILITATION HOSPITAL. SUMMIT COUNTY PUBLIC HEALTH SUMMIT COALITION FOR COMMUNITY HEALTH IMPROVEMENT
Schedule H, Part V, Section B, Line 11 Facility , 1	Facility , 1 - SUMMA REHABILITATION HOSPITAL. DUE TO THE NATURE OF THE ADULT REHABILITATION SPECIALTY SERVICES PROVIDED BY SUMMA REHAB HOSPITAL, LLC, ("HOSPITAL") THE IDENTIFIED HEALTH NEED IN WHICH THEY HAVE THE OPPORTUNITY TO ADDRESS IN THIS IMPLEMENTATION PLAN FOR THE GREATEST IMPACT IS ACCESS. THE COMMUNITY RESOURCES PROVIDED BY A VARIETY OF INSTITUTIONS INCLUDING SUMMA AKRON AND BARBERTON CAMPUS, LED TO THE DETERMINATION BY SUMMA REHAB HOSPITAL, LLC TO NOT ADDRESS ANY OTHER IDENTIFIED HEALTH NEED. THIS PRIORITY SPECIFIC COMMUNITY HEALTH NEEDS THAT THE HOSPITAL HAS DETERMINED TO MEET IN WHOLE OR IN PART AND THAT ARE CONSISTENT WITH ITS MISSION. THE HOSPITAL RESERVES THE RIGHT TO AMEND THIS STRATEGY AS CIRCUMSTANCES WARRANT. FOR EXAMPLE, CERTAIN NEEDS BECOME MORE PRONOUNCED AND REQUIRE ENHANCEMENTS TO THE DESCRIBED STRATEGIC INITIATIVES. DURING THE THREE YEARS ENDING DECEMBER 31, 2025, OTHER ORGANIZATIONS IN THE COMMUNITY MAY DECIDE TO ADDRESS CERTAIN NEEDS, INDICATING THAT THE HOSPITAL THEN SHOULD REFOCUS ITS LIMITED RESOURCES TO BEST SERVE THE COMMUNITY. PRIORITY HEALTH GOAL: INCREASE ACCESS TO QUALITY HEALTHCARE THE HEALTH NEEDS PERTAINING TO ACCESS ARE BEING ADDRESSED THROUGH CARE COORDINATION, PROVIDING EDUCATIONAL PROGRAMS, PATIENT ASSISTANCE PROGRAMS AND ADVOCACY. EXPECTED OUTCOME (S): INCREASE ACCESS TO CARE AND PATIENT KNOWLEDGE INCREASE ADHERENCE TO MEDICATIONS A DETAILED DESCRIPTION OF THE ACTIONS BEING TAKEN TO ADDRESS THE HEALTH NEEDS IDENTIFIED ABOVE CAN BE FOUND ON THE 2020-2022 SUMMA HEALTH COMMUNITY HEALTH NEEDS ASSESSMENT IMPLEMENTATION PLAN FOUND ON THE SUMMA HEALTH WEBSITE AT https://summarehabhospital.com/COMMUNITY-HEALTH-NEEDS-ASSESSMENT-2022/ SIGNIFICANT HEALTH NEEDS NOT ADDRESSED THE LIST ABOVE INDICATES SEVERAL PRIORITIZED HEALTH NEEDS IDENTIFIED IN THE 2019 CHNA THAT SUMMA WILL NOT ADDRESS IN THE PLAN. REASONS FOR NOT TARGETING THESE AREAS INCLUDE THEY ARE ADDRESSED DURING CLINCIAL VISITS, GO BEYOND THE CURRENT SCOPE OF THE HOSPITAL, RESOURCE CONSTRAINTS, AVAILABLE EXPERTISE, OR BEING MORE APPRORIATE FOR OTHER COMMUNITY AGENCIES TO ADDRESS. POOR HEALTH STATUS CAN RESULT THROUGH A COMPLEX INTERACTION OF CHALLENGING SOCIAL, ECONOMIC, ENVIRONMENTAL AND BEHAVIORAL FACTORS, COMBINED WITH LACK OF ACCESS TO CARE. ADDRESSING THE MORE COMMON "ROOT" CAUSES OF POOR COMMUNITY HEALTH CAN SERVE TO IMPROVE A COMMUNITY'S QUALITY OF LIFE AND TO REDUCE MORTALITY AND MORBIDITY. HOWEVER, SUMMA RECOGNIZES THAT NO HOSPITAL FACILITY CAN ADDRESS ALL OF THE ROOT CAUSES AND HEALTH NEEDS PRESENT IN ITS COMMUNITY. THEREFORE, IT WAS DETERMINED THAT THE HEALTH SYSTEM WILL COLLABORATE WITH OTHER ORGANIZATIONS AS NEEDED TO ADDRESS THE HEALTH NEEDS NOT SELECTED. INJURIES, ACCIDENTS AND ENVIRONMENTAL FACTORS INCLUDING VIOLENCE, CRIME, AND POVERTY WILL NOT BE ADDRESSED DIRECTLY THROUGH OUR PLAN. SUMMA HEALTH WILL, LOOK FOR OPPORTUNITIES TO COLLABORATE WITH SAFE COMMUNITIES OF SUMMIT COUNTY, SUMMIT COUNTY SAFE KIDS COALITION, COMMUNITY DEVELOPMENT CORPORATIONS, LOCAL SERVICES AGENCIES AND OTHER ORGANIZATIONS TO ADDRESS THESE IMPORTANT HEALTH ISSUES WHENEVER POSSIBLE. THE PLAN IS ALSO IN ALIGNMENT WITH CURRENT COMMUNITY HEALTH NEEDS AND PRIORITIES IDENTIFIED BY THE SUMMIT COUNTY PUBLIC HEALTH 2022 COMMUNITY HEALTH ASSESSMENT AND THE OHIO DEPARTMENT OF HEALTH'S 2023-2025 STATE HEALTH IMPROVEMENT PLAN. A DETAILED DESCRIPTION OF THE ACTIONS BEING TAKEN TO ADDRESS THE HEALTH NEEDS IDENTIFIED ABOVE CAN BE FOUND ON THE 2020-2022 SUMMA HEALTH COMMUNITY HEALTH NEEDS ASSESSMENT IMPLEMENTATION PLAN FOUND ON THE SUMMA HEALTH WEBSITE AT https://summarehabhospital.com/COMMUNITY-HEALTH-NEEDS-ASSESSMENT-2022/

Schedule H (Form 990) 2024

Page 9

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?100
Name and address		Type of Facility (describe)
1	SUMMA HEALTH MEDICAL GROUP 1 PARK WEST BLVD SUITE 200 AKRON,OH44320	PHYSICIAN OFFICE - Dermotology & Internal Medicine
2	SUMMA HEALTH MEDICAL GROUP 1 PARK WEST BLVD SUITE 350 AKRON,OH44320	PHYSICIAN OFFICE - NEOCS & ENDO
3	SUMMA HEALTH MEDICAL GROUP 1 PARK WEST BLVD SUITE 370 AKRON,OH44320	PHYSICIAN OFFICE - Sleep Medicine
4	SUMMA HEALTH MEDICAL GROUP 1 PARK WEST BLVD SUITE 330 AKRON,OH44320	PHYSICIAN OFFICE - Sports Medicine, Orthopaedics, Osteoporosis
5	SUMMA HEALTH MEDICAL GROUP 1260 INDEPENDENCE AVE AKRON,OH44310	PHYSICIAN OFFICE
6	SUMMA HEALTH MEDICAL GROUP 1463 CANTON RD AKRON,OH44312	PHYSICIAN OFFICE
7	SUMMA HEALTH EQUITY CENTER 1493 S HAWKINS AVENUE AKRON,OH44320	PHYSICIAN OFFICE - Internal Medicine, Pain Management, Gyn Oncology
8	PARKVIEW CENTER 155 FIFTH STREET NE BARBERTON,OH44203	CANCER CENTER AND CANCER CARE, PHYSICIANS OFFICES
9	SUMMA HEALTH MEDICAL GROUP 155 FIFTH STREET NE SUITE Ground fl BARBERTON,OH44203	PHYSICIAN OFFICE
10	SUMMA HEALTH MEDICAL GROUP 155 FIFTH STREET NE SUITE 102 BARBERTON,OH44203	PHYSICIAN OFFICE
11	SUMMA HEALTH MEDICAL GROUP 155 FIFTH STREET NE SUITE 100 BARBERTON,OH44203	PHYSICIAN OFFICE - NEOCS
12	SUMMA HEALTH MEDICAL GROUP 155 FIFTH STREET NE SUITE 106 BARBERTON,OH44203	PHYSICIAN OFFICE
13	SUMMA HEALTH MEDICAL GROUP 161 N FORGE ST SUITE G90 AKRON,OH44304	PHYSICIAN OFFICE
14	SUMMA HEALTH MEDICAL GROUP 161 NORTH FORGE ST SUITE 298 AKRON,OH44304	PHYSICIAN OFFICE
15	SUMMA HEALTH MEDICAL GROUP 161 NORTH FORGE STSUITE 198 AKRON,OH44304	PHYSICIAN OFFICE
16	SUMMA HEALTH COOPER PAVILION 161 NORTH FORGE STREET SUITE 295 AKRON,OH44304	CANCER CENTER AND CANCER CARE
17	SUMMA HEALTH MEDICAL GROUP 1700 BOETTLER RD SUITE 150 UNIONTOWN,OH44685	PHYSICIAN OFFICE
18	SUMMA HEALTH MEDICAL GROUP 1700 BOETTLER RD SUITE 225 UNIONTOWN,OH44685	PHYSICIAN OFFICE
19	SUMMA HEALTH MEDICAL GROUP 1790 GRAYBILL RD SUITE 100 UNIONTOWN,OH44685	PHYSICIAN OFFICE
20	SUMMA HEALTH MEDICAL GROUP 1790 GRAYBILL RD SUITE 200 UNIONTOWN,OH44685	PHYSICIAN OFFICE
21	SUMMA HEALTH MEDICAL GROUP 1835 FRANKS PARKWAY UNIONTOWN,OH44685	PHYSICIAN OFFICE
22	SUMMA PSYCHIATRY ASSOCIATES 1835 FRANKS PARKWAY UNIONTOWN,OH44685	PHYSICIAN OFFICE
23	SUMMA HEALTH MEDICAL GROUP 185 WADSWORTH RD STE J WADSWORTH,OH44281	PHYSICIAN OFFICE
24	SUMMA HEALTH MEDICAL GROUP 1860 STATE RD SUITE D CUYAHOGA FALLS,OH44223	PHYSICIAN OFFICE
25	SUMMA HEALTH MEDICAL GROUP 195 Wadsworth - Rundle Bldg WADSWORTH,OH44281	PHYSICIAN OFFICE
26	SUMMA HEALTH MEDICAL GROUP 195 WADSWORTH RD 105 WADSWORTH,OH44281	PHYSICIAN OFFICE
27	SUMMA HEALTH MEDICAL GROUP 195 WADSWORTH RD SUITE 301 WADSWORTH,OH44256	PHYSICIAN OFFICE
28	SUMMA HEALTH MEDICAL GROUP 195 WADSWORTH RD SUITE 305 WADSWORTH,OH44281	PHYSICIAN OFFICE
29	SUMMA HEALTH MEDICAL GROUP 195 WADSWORTH RD SUITE 402 WADSWORTH,OH44281	PHYSICIAN OFFICE
30	SUMMA HEALTH MEDICAL GROUP 201 5TH ST NESUITE 16 AND 13 BARBERTON,OH44203	PHYSICIAN OFFICE - 16 is Neuro Outpatient
31	SUMMA HEALTH MEDICAL GROUP 201 5TH ST SUITE 2 BARBERTON,OH44203	PHYSICIAN OFFICE
32	SUMMA HEALTH MEDICAL GROUP 201 5TH ST SUITE 6 BARBERTON,OH44203	PHYSICIAN OFFICE
33	SUMMA HEALTH MEDICAL GROUP 201 5TH STREET NE SUITE 3 BARBERTON,OH44203	PHYSICIAN OFFICE
34	SUMMA HEALTH MEDICAL GROUP 201 FIFTH ST NE SUITE 10 BARBERTON,OH44203	PHYSICIAN OFFICE
35	SUMMA HEALTH MEDICAL GROUP 201 FIFTH STREET NE SUITE 8 BARBERTON,OH44203	PHYSICIAN OFFICE
36	SUMMA HEALTH MEDICAL GROUP 201 FIFTH STREET NE SUITE 12 B BARBERTON,OH44203	PHYSICIAN OFFICE
37	SUMMA HEALTH MEDICAL GROUP 242 PORTAGE TRAIL EXT W CUYAHOGA FALLS,OH442233613	PHYSICIAN OFFICE
38	SUMMA HEALTH MEDICAL GROUP 25 S MAIN STREET SUITE B RITTMAN,OH44270	PHYSICIAN OFFICE
39	SUMMA HEALTH MEDICAL GROUP 2875 WEST MARKET ST SUITE A FAIRLAWN,OH44333	PHYSICIAN OFFICE
40	SUMMA HEALTH MEDICAL GROUP 2875 WEST MARKET ST SUITE B FAIRLAWN,OH44333	PHYSICIAN OFFICE
41	SUMMA HEALTH MEDICAL GROUP 3378 W MARKET ST FAIRLAWN,OH44333	PHYSICIAN OFFICE
42	SUMMA HEALTH MEDICAL GROUP 3593 S ARLINGTON ROAD SUITE D AKRON,OH44312	PHYSICIAN OFFICE
43	SUMMA HEALTH MEDICAL GROUP 3780 MEDINA RD SUITE 210 MEDINA,OH44256	PHYSICIAN OFFICE
44	SUMMA HEALTH MEDICAL GROUP 3780 MEDINA RD SUITE 220 MEDINA,OH44256	PHYSICIAN OFFICE
45	SUMMA HEALTH MEDICAL GROUP 3780 MEDINA RD SUITE 250 MEDINA,OH44256	PHYSICIAN OFFICE
46	SUMMA HEALTH MEDICAL GROUP 3780 MEDINA ROAD SUITE 150 MEDINA,OH44256	PHYSICIAN OFFICE
47	SUMMA HEALTH MEDICAL GROUP 3780 MEDINA ROAD SUITE 200 MEDINA,OH44256	PHYSICIAN OFFICE
48	SUMMA HEALTH MEDICAL GROUP 3780 MEDINA ROAD SUITE 310 MEDINA,OH44256	PHYSICIAN OFFICE
49	SUMMA HEALTH MEDICAL GROUP 3825 FISHCREEK RD SUITE 120 STOW,OH44224	PHYSICIAN OFFICE
50	SUMMA HEALTH MEDICAL GROUP 3825 FISHCREEK RD SUITE 200 AND 150 STOW,OH44224	PHYSICIAN OFFICE
51	SUMMA HEALTH MEDICAL GROUP 3838 MASSILLON RD SUITE 350 UNIONTOWN,OH44685	PHYSICIAN OFFICE
52	SUMMA HEALTH MEDICAL GROUP 4209 ST RT 44 SUITE 130 ROOTSTOWN,OH44272	PHYSICIAN OFFICE
53	SUMMA HEALTH MEDICAL GROUP 4211 ST RT 44 SUITE 1550 ROOTSTOWN,OH44272	PHYSICIAN OFFICE
54	SUMMA HEALTH MEDICAL GROUP 4211 STATE RT 44 SUITE 110 ROOTSTOWN,OH44274	PHYSICIAN OFFICE
55	SUMMA HEALTH MEDICAL GROUP 4211 STATE RT 44 SUITE 130 ROOTSTOWN,OH44272	PHYSICIAN OFFICE
56	SUMMA PSYCHIATRY ASSOCIATES 4211 STATE RT 44 SUITE 150 ROOTSTOWN,OH44273	PHYSICIAN OFFICE
57	SUMMA HEALTH MEDICAL GROUP 45 ARCH ST SUITE 500 AKRON,OH44304	PHYSICIAN OFFICE - Traumatic Stress Center
58	SUMMA HEALTH MEDICAL GROUP 45 ARCH ST SUITE 600 AKRON,OH44304	PHYSICIAN OFFICE - Juve BH Pavilion
59	SUMMA HEALTH MEDICAL GROUP 500 PORTAGE LAKES DRIVE SUITE A AKRON,OH44319	PHYSICIAN OFFICE
60	SUMMA HEALTH MEDICAL GROUP 500 PORTAGE LAKES DRIVE SUITE B AKRON,OH44319	PHYSICIAN OFFICE
61	SUMMA HEALTH MEDICAL GROUP 51 PARK WEST BLVD SUITE 200 AKRON,OH44320	PHYSICIAN OFFICE
62	SUMMA HEALTH MEDICAL GROUP 525 E MARKET ST SUITE 400 AKRON,OH44304	PHYSICIAN OFFICE
63	SUMMA HEALTH MEDICAL GROUP 525 EAST MARKET STSUITE 1-N 1-W AKRON,OH44304	PHYSICIAN OFFICE
64	SUMMA HEALTH MEDICAL GROUP 55 ARCH ST SUITE 2A AKRON,OH44304	PHYSICIAN OFFICE
65	SUMMA HEALTH MEDICAL GROUP 55 ARCH ST SUITE 3A AKRON,OH44304	PHYSICIAN OFFICE
66	SUMMA HEALTH MEDICAL GROUP 55 ARCH ST SUITE 1A AKRON,OH44304	PHYSICIAN OFFICE
67	SUMMA HEALTH MEDICAL GROUP 55 ARCH ST SUITE 1B AKRON,OH44304	PHYSICIAN OFFICE
68	SUMMA HEALTH MEDICAL GROUP 60 NORTH AVE TALLMADGE,OH44278	PHYSICIAN OFFICE
69	SUMMA HEALTH MEDICAL GROUP 621 SCHOOL DR WADSWORTH,OH44281	PHYSICIAN OFFICE
70	SUMMA HEALTH MEDICAL GROUP 7034 BRAUCHER ST SUITE C NORTH CANTON,OH44720	PHYSICIAN OFFICE
71	SUMMA HEALTH MEDICAL GROUP 75 ARCH ST SUITE 104 AKRON,OH44304	PHYSICIAN OFFICE
72	SUMMA HEALTH MEDICAL GROUP 75 ARCH ST SUITE 201 AKRON,OH44304	PHYSICIAN OFFICE
73	SUMMA HEALTH MEDICAL GROUP 75 ARCH ST SUITE 202 AKRON,OH44304	PHYSICIAN OFFICE
74	SUMMA HEALTH MEDICAL GROUP 75 ARCH ST SUITE 301 AKRON,OH44304	PHYSICIAN OFFICE
75	SUMMA HEALTH MEDICAL GROUP 75 ARCH ST SUITE 302 AKRON,OH44304	PHYSICIAN OFFICE
76	SUMMA DENTAL CENTER 75 ARCH ST SUITE 303 AKRON,OH44304	PHYSICIAN OFFICE
77	SUMMA HEALTH MEDICAL GROUP 75 ARCH ST SUITE 401 AKRON,OH44304	PHYSICIAN OFFICE
78	SUMMA HEALTH MEDICAL GROUP 75 ARCH ST SUITE 402 AKRON,OH44304	PHYSICIAN OFFICE
79	SUMMA HEALTH MEDICAL GROUP 75 ARCH ST SUITE 406 AKRON,OH44304	PHYSICIAN OFFICE
80	SUMMA HEALTH MEDICAL GROUP 75 ARCH ST SUITE 410 AKRON,OH44304	PHYSICIAN OFFICE
81	SUMMA HEALTH MEDICAL GROUP 75 ARCH ST SUITE 501 AKRON,OH44304	PHYSICIAN OFFICE
82	SUMMA HEALTH MEDICAL GROUP 75 ARCH ST SUITE 506 AKRON,OH44304	PHYSICIAN OFFICE
83	SUMMA HEALTH MEDICAL GROUP 75 ARCH ST SUITE 512 AKRON,OH44304	PHYSICIAN OFFICE
84	SUMMA HEALTH MEDICAL GROUP 75 ARCH ST SUITE B1 AKRON,OH44304	PHYSICIAN OFFICE
85	SUMMA HEALTH MEDICAL GROUP 75 ARCH ST SUITE G2 AKRON,OH44304	PHYSICIAN OFFICE
86	SUMMA HEALTH MEDICAL GROUP 91 5TH STREET BARBERTON,OH44203	PHYSICIAN OFFICE
87	SUMMA HEALTH MEDICAL GROUP 95 ARCH ST SUITE 115 AKRON,OH44304	PHYSICIAN OFFICE
88	SUMMA HEALTH MEDICAL GROUP 95 ARCH ST SUITE 150 AKRON,OH44304	PHYSICIAN OFFICE
89	SUMMA HEALTH MEDICAL GROUP 95 ARCH ST SUITE 165 AKRON,OH44304	PHYSICIAN OFFICE
90	SUMMA HEALTH MEDICAL GROUP 95 ARCH ST SUITE 175 A AKRON,OH44304	PHYSICIAN OFFICE
91	SUMMA HEALTH MEDICAL GROUP 95 ARCH ST SUITE 215 AKRON,OH44304	PHYSICIAN OFFICE
92	SUMMA HEALTH MEDICAL GROUP 95 ARCH STSUITE 220 AKRON,OH44304	PHYSICIAN OFFICE
93	SUMMA HEALTH MEDICAL GROUP 95 ARCH ST SUITE 240 AKRON,OH44304	PHYSICIAN OFFICE
94	SUMMA HEALTH MEDICAL GROUP 95 ARCH STSUITE 260 AKRON,OH44304	PHYSICIAN OFFICE
95	SUMMA HEALTH MEDICAL GROUP 95 ARCH ST SUITE 270 AKRON,OH44304	PHYSICIAN OFFICE
96	SUMMA HEALTH MEDICAL GROUP 95 ARCH STSUITE 300 AKRON,OH44304	PHYSICIAN OFFICE
97	SUMMA HEALTH MEDICAL GROUP 95 ARCH STSUITE 350 AKRON,OH44304	PHYSICIAN OFFICE
98	SUMMA HEALTH MEDICAL GROUP 95 ARCH STSUITE G50 AKRON,OH44304	PHYSICIAN OFFICE
99	SUMMA HEALTH MEDICAL GROUP AES BUILDING 388 SOUTH MAIN SUITE AKRON,OH44311	PHYSICIAN OFFICE
100	SUMMA HEALTH MEDICAL GROUP AES BUILDING 388 SOUTH MAIN SUITE AKRON,OH44311	PHYSICIAN OFFICE

Schedule H (Form 990) 2024

Page 10

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 I, Line 3c	SUMMA HEALTH SYSTEM RESERVES THE RIGHT TO CONSIDER A DISCOUNT OR DISCOUNTED CARE TO ANY INDIVIDUAL WHO MAY FALL OUTSIDE THE PARAMETERS SET FORTH IN THE HOSPITAL FINANCIAL ASSISTANCE PROGRAM POLICY, WHERE SUCH INDIVIDUAL WHO HAS BEEN IDENTIFIED, IN THE SOLE DISCRETION OF HOSPITAL FACILITY AND APPROVED BY THE SYSTEM DIRECTOR HAVING EXCEPTIONAL MEDICAL CIRCUMSTANCES (I.E. TERMINAL ILLNESS, EXCESSIVE MEDICAL BILLS AND/OR MEDICATIONS, ETC.)
Schedule H, Part VI, Line 7 FACILITY REPORTING SUMMA HEALTH & SUMMA REHAB	STATE FILING OF COMMUNITY BENEFIT REPORT: THE STATE OF OHIO DOES NOT REQUIRE THE FILING OF THE COMMUNITY BENEFIT REPORT. HOWEVER, OHIO REQUIRES ALL TAX-EXEMPT HOSPITALS TO SUBMIT TO THE OHIO DEPARTMENT OF HEALTH (ODH)EXISTING COMMUNITY HEALTH NEEDS ASSESSMENTS AND PLANS. ADDITIONALLY, HOSPITALS ARE REQUIRED TO SUBMIT TO ODH A COPY OF THE HOSPITAL'S SCHEDULE H (FORM 990), CORRESPONDING ATTACHMENTS AND REPORTING ON FINANCIAL ASSISTANCE AND MEANS-TESTED GOVERNMENT PROGRAMS AND COMMUNITY BUILDING ACTIVITIES IN PARTS I AND II OF SCHEDULE H.
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. DBA SUMMA HEALTH MEDICAL GROUP IS $32,108,229.
Schedule H, Part I, Line 7 Costing Methodology used to calculate financial assistance	EXPLANATION OF COST METHODOLOGY USED FOR CALCULATING LINE 7 TABLE: COST OF FINANCIAL ASSISTANCE AT COST WAS CALCULATED WITH A COST TO CHARGE RATIO USING WORKSHEET 2. THE COST RELATED TO MEDICAID PATIENTS WAS CALCULATED WITH A COST TO CHARGE RATIO USING WORKSHEET 2. FOR SUBSIDIZED ERVICES 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	GUIDED BY OUR COMMUNITY HEALTH NEEDS ASSESSMENT, SUMMA HEALTH CONTINUES TO ADDRESS A WIDE RANGE OF COMMUNITY NEEDS, INCLUDING ECONOMIC DEVELOPMENT OPPORTUNITIES, HEALTH IMPROVEMENT, POVERTY, FOOD INSECURITY, WORKFORCE DEVELOPMENT, AND ACCESS TO HEALTH CARE. OUR COMMUNITY BUILDING ACTIVITIES ALIGN WITH THE SOCIAL DRIVERS OF HEALTH AND REFLECT A STRATEGIC APPROACH TO IMPROVING THE CONDITIONS IN WHICH PEOPLE LIVE, WORK, AND RECEIVE CARE. SUMMA HEALTH HOSPITALS PROVIDE ROBUST HEALTH EDUCATION PROGRAMS, SUPPORT GROUPS, SCREENINGS, AND HEALTH FAIRS THROUGHOUT OUR SERVICE AREA. IN 2024, THESE ACTIVITIES INCLUDED PARTICIPATION IN OVER 150 COMMUNITY OUTREACH EVENTS, FURTHER EXPANDING OUR REACH IN UNDERSERVED NEIGHBORHOODS. WE ALSO PARTNERED WITH STATE AND LOCAL LEADERS, INCLUDING SUMMIT COUNTY PUBLIC HEALTH AND THE SUMMIT COALITION FOR COMMUNITY HEALTH IMPROVEMENT, TO ADDRESS UNMET COMMUNITY NEEDS. SUMMA CONTRIBUTES TO THE ECONOMIC GROWTH OF OUR COMMUNITIES BY INVESTING IN PROGRAMS THAT IMPROVE THE PHYSICAL ENVIRONMENT, SUPPORT LOCAL JOB CREATION, AND STRENGTHEN COMMUNITY INFRASTRUCTURE. IN 2024, SUMMA HEALTH REMAINED THE LARGEST EMPLOYER IN SUMMIT COUNTY, WITH OVER 8,100 EMPLOYEES AND PHYSICIANS. CAPITAL INVESTMENTS AT OUR AKRON AND BARBERTON CAMPUSES CREATED CONSTRUCTION JOBS, EXPANDED OUTPATIENT SERVICE LOCATIONS, AND INCREASED ACCESS TO CARE CLOSE TO HOME, WHILE SUPPORTING THE GROWTH OF OUR COMMUNITY BENEFIT PROGRAMS. DIGITAL INNOVATION PLAYED A SIGNIFICANT ROLE IN COMMUNITY BUILDING IN 2024. THROUGH THE DEPLOYMENT OF EPIC CHEERS, MYCHART, HELLO WORLD, AND WEBSITE CHATBOTS, SUMMA HEALTH ENHANCED PATIENT COMMUNICATION, STREAMLINED APPOINTMENT REMINDERS, AND EXPANDED SELF-SERVICE OPTIONS. THESE TECHNOLOGIES IMPROVED PATIENT ENGAGEMENT, REDUCED CALL CENTER VOLUME, AND INCREASED PATIENT SATISFACTION WHILE REMOVING BARRIERS TO ACCESS. EPIC CHEERS ENABLED INNOVATIVE COMMUNICATION CAMPAIGNS AND PERSONALIZED OUTREACH. HELLO WORLD INTRODUCED TEXT-BASED REMINDERS THAT BROADENED OUR REACH, AND ENHANCED MYCHART FUNCTIONALITY RESULTED IN A RECORD NUMBER OF ACTIVELY ENGAGED PATIENTS. WEBSITE CHATBOTS ON SUMMA HEALTH AND SUMMACARE PORTALS GAVE PATIENTS 24/7 ACCESS TO INFORMATION AND SERVICES. IN 2024, SUMMA IMPLEMENTED THE ROUNDTRIP TRANSPORTATION PLATFORM TO ADDRESS NON-EMERGENCY MEDICAL TRANSPORTATION NEEDS. THIS COMMUNITY-BUILDING SOLUTION HELPED PATIENTS WITHOUT RELIABLE TRANSPORTATION ARRIVE ON TIME FOR APPOINTMENTS, SUPPORTING CARE CONTINUITY AND IMPROVING HEALTH OUTCOMES FOR INDIVIDUALS MANAGING CHRONIC CONDITIONS. SUMMA ALSO ADVANCED WORKFORCE DEVELOPMENT INITIATIVES IN 2024 THROUGH PARTICIPATION IN LOCAL TALENT PIPELINE PROGRAMS, SCHOOL PARTNERSHIPS, AND SUPPORT FOR HEALTH CAREER PATHWAYS. THESE EFFORTS ARE DESIGNED TO BUILD A FUTURE HEALTH CARE WORKFORCE THAT REFLECTS THE COMMUNITIES WE SERVE. IN SUMMARY, SUMMA HEALTH'S COMMUNITY BUILDING ACTIVITIES IN 2024 PROMOTED HEALTH NOT ONLY THROUGH CLINICAL INTERVENTIONS BUT ALSO BY ADDRESSING THE BROADER SOCIAL AND ECONOMIC CONTEXT IN WHICH HEALTH IS DETERMINED. THESE EFFORTS ARE CENTRAL TO OUR MISSION AND REPRESENT A LONG-TERM COMMITMENT TO BUILDING A STRONGER, MORE EQUITABLE HEALTH SYSTEM FOR ALL.
Schedule H, Part III, Line 2 Bad debt expense - methodology used to estimate amount	AN ESTIMATED PROVISION FOR DOUBTFUL ACCOUNTS IS RECORDED THAT RESULTS IN NET PATIENT SERVICE REVENUE BEING REPORTED AT THE NET AMOUNT EXPECTED TO BE RECEIVED. SUMMA HAS DETERMINED, BASED ON AN ASSESSMENT AT THE CONSOLIDATED LEVEL, THAT PATIENT SERVICE REVENUE IS PRIMARILY RECORDED PRIOR TO ASSESSING THE PATIENT'S ABILITY TO PAY AND AS SUCH, THE ENTIRE PROVISION FOR DOUBTFUL ACCOUNTS RELATED TO PATIENT REVENUE IS RECORDED AS A DEDUCTION FROM PATIENT SERVICE REVENUE IN THE ACCOMPANYING CONSOLIDATED STATEMENTS OF OPERATIONS. AT THE POINT IN TIME THAT A CHARGE IS BELIEVED TO BE UNCOLLECTIBLE, THE RELATED RECEIVABLE IS WRITTEN OFF AS A DOUBTFUL ACCOUNT. SUMMA MAINTAINS AN ALLOWANCE FOR DOUBTFUL ACCOUNTS BASED ON THE EXPECTED COLLECTABILITY 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. PERIODICALLY THROUGH THE YEAR, MANAGEMENT ASSESSES THE ADEQUACY OF THE ALLOWANCE FOR DOUBTFUL ACCOUNTS BASED UPON HISTORICAL WRITE-OFF EXPERIENCE BY PAYOR CATEGORY. THE RESULTS OF THIS REVIEW ARE THEN USED TO MAKE MODIFICATIONS TO THE PROVISION FOR DOUBTFUL ACCOUNTS TO ESTABLISH AN APPROPRIATE ALLOWANCE FOR THE UNCOLLECTIBLE RECEIVABLES.
Schedule H, Part III, Line 4 Bad debt expense - financial statement footnote	SUMMA HEALTH'S AUDITED FINANCIAL STATEMENTS NOTES TO CONSOLIDATED FINANCIAL STATEMENTS, 13. PATIENT SERVICE REVENUE, PAGE 34 to 37.
Schedule H, Part III, Line 8 Community benefit & methodology for determining medicare costs	DESCRIBE EXTENT ANY SHORTFALL FROM LINE 7 IS TREATED AS COMMUNITY BENEFIT AND COSTING METHODOLOGY OR SOURCE USED TO DETERMINE AMOUNT ON LINE 6: INCLUSION OF ALL COSTS ASSOCIATED WITH THE ORGANIZATION'S PARTICIPATION IN MEDICARE PROGRAMS WOULD SIGNIFICANTLY INCREASE THE MEDICARE SHORTFALL REPORTED ON SCHEDULE H, PART III, LINE 7. THE ORGANIZATION'S MEDICARE SHORTFALL IS ATTRIBUTABLE TO REIMBURSEMENTS THAT ARE LESS THAN THE COST OF PROVIDING PATIENT CARE AND SERVICES TO MEDICARE BENEFICIARIES AND DOES NOT INCLUDE ANY AMOUNTS THAT RESULT FROM INEFFICIENCIES OR POOR MANAGEMENT. THE ORGANIZATION ACCEPTS ALL MEDICARE PATIENTS KNOWING THAT THERE MAY BE SHORTFALLS, THEREFORE IT HAS TAKEN THE POSITION THAT ANY SHORTFALL SHOULD BE COUNTED AS PART OF ITS COMMUNITY BENEFIT. COSTING METHOD USED WAS TOTAL ALLOWABLE COST LESS ALL COSTS DEEMED NON-ALLOWABLE BY MEDICARE REGULATIONS. MEDICARE ALLOWABLE COST ARE BASED ON INFORMATION PROVIDED ON WORKSHEET B, PART I, COLUMN 26, LINE 118 FROM THE VARIOUS HOSPITALS' MEDICARE COST REPORTS.
Schedule H, Part III, Line 9b Collection practices for patients eligible for financial assistance	DID COLLECTION POLICY CONTAIN PROVISIONS ON COLLECTION PRACTICES FOR PATIENTS WHO ARE KNOWN TO QUALIFY FOR 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.
Schedule H, Part V, Section B, Line 16a FAP website	- SUMMA HEALTH SYSTEM: Line 16a URL: https://www.summahealth.org/patientvisitor/insuranceandbilling/financialassistance; - SUMMA REHAB HOSPITAL, LLC: Line 16a URL: https://summarehabhospital.com/financial-assistance/;
Schedule H, Part V, Section B, Line 16b FAP Application website	- SUMMA HEALTH SYSTEM: Line 16b URL: https://www.summahealth.org/patientvisitor/insuranceandbilling/financialassistance; - SUMMA REHAB HOSPITAL, LLC: Line 16b URL: https://summarehabhospital.com/financial-assistance/;
Schedule H, Part V, Section B, Line 16c FAP plain language summary website	- SUMMA HEALTH SYSTEM: Line 16c URL: https://www.summahealth.org/patientvisitor/insuranceandbilling/financialassistance; - SUMMA REHAB HOSPITAL, LLC: Line 16c URL: https://summarehabhospital.com/financial-assistance/;
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, AND SUMMIT COALITION FOR COMMUNITY HEALTH IMPROVEMENT. THESE PARTNERS WORK TOGETHER TO IDENTIFY PRIORITY HEALTH ISSUES, GATHER INPUT FROM DIVERSE COMMUNITY STAKEHOLDERS, AND INFORM STRATEGIC DECISIONS THAT ADVANCE EQUITY AND POPULATION HEALTH ACROSS THE REGION.
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'S HOSPITALS HAVE NOTICES POSTED IN THE EMERGENCY ROOMS, ADMISSION AREAS, CASHIER'S OFFICE, AND OTHER PATIENT AREAS. THE NOTICES SPECIFY THE RIGHTS OF INDIVIDUALS TO RECEIVE WITHOUT CHARGE, MEDICALLY NECESSARY HOSPITAL-LEVEL SERVICES. A FINANCIAL ADVOCATE IS AVAILABLE TO PATIENTS AT THE POINT OF ADMISSION AND PRIOR TO SCHEDULED OUTPATIENT SERVICE. FINANCIAL ADVOCATE REVIEWS THE AVAILABILITY OF FINANCIAL ASSISTANCE PROGRAMS AND ASSISTS WITH APPLICATION COMPLETION. THE SUMMA WEBSITE PROVIDES DETAILED INFORMATION REGARDING FINANCIAL ASSISTANCE ALONG WITH THE FINANCIAL ASSISTANCE APPLICATION. CUSTOMER SERVICE REPRESENTATIVES ARE AVAILABLE TO PROVIDE FINANCIAL COUNSELING TO PATIENTS WHO CALL. CUSTOMER SERVICE REPRESENTATIVES ASSIST THE PATIENT IN COMPLETING THE FINANCIAL ASSISTANCE APPLICATION. CUSTOMER SERVICE REPRESENTATIVES MAKE OUTGOING CALLS TO DISCUSS AND EDUCATE PATIENT ON FINANCIAL ASSISTANCE. PATIENT BILLING STATEMENTS CONTAIN CONTACT INFORMATION AND INFORMATION ABOUT FINANCIAL ASSISTANCE. THE STATEMENT INCLUDES AN APPLICATION FOR FINANCIAL ASSISTANCE. SUMMA HEALTH CONTRACTS WITH CORPORATE PARTNERS WHO MEET WITH INHOUSE PATIENTS. AVAILABILITY OF COUNTY AND FEDERAL ASSISTANCE PROGRAMS IS REVIEWED. A FINANCIAL ASSISTANCE APPLICATION IS COMPLETED DURING THIS MEETING. THIS CORPORATE PARTNER ALSO MAKES OUTGOING CALLS AND SENDS LETTERS TO PATIENTS WHO HAD OUTPATIENT PROCEDURES INFORMING THEM OF FINANCIAL ASSISTANCE.
Schedule H, Part VI, Line 4 Community information	SUMMA HEALTH, WITH HOSPITAL CAMPUSES IN AKRON AND BARBERTON, SERVES A DIVERSE COMMUNITY CHARACTERIZED BY A MIX OF URBAN AND SUBURBAN POPULATIONS. THE SUMMA AKRON CAMPUS IS LOCATED IN THE HEART OF AKRON, OHIO, A CITY IN SUMMIT COUNTY KNOWN FOR ITS RICH INDUSTRIAL HISTORY AND DIVERSE COMMUNITY. AKRON IS CHARACTERIZED BY A MIX OF URBAN AND SUBURBAN AREAS, WITH A POPULATION THAT INCLUDES A SIGNIFICANT NUMBER OF ELDERLY RESIDENTS AS WELL AS YOUNGER FAMILIES AND PROFESSIONALS. THE CITY IS HOME TO VARIOUS ETHNIC GROUPS, NOTABLY AFRICAN AMERICAN, HISPANIC AND BHUTANESE-NEPALI COMMUNITIES. COMMUNITIES. AKRON EMPHASIZES EDUCATION, HEALTHCARE, AND COMMUNITY DEVELOPMENT, WITH NUMEROUS CULTURAL AND RECREATIONAL OPPORTUNITIES CONTRIBUTING TO ITS VIBRANT LOCAL LIFE. BARBERTON, WHERE THE SUMMA BARBERTON CAMPUS IS LOCATED, IS A SMALL CITY IN SUMMIT COUNTY WITH A RICH INDUSTRIAL HISTORY. THE COMMUNITY IS KNOWN FOR ITS WORKING-CLASS ROOTS AND STRONG SENSE OF LOCAL PRIDE. BARBERTON HAS A DIVERSE POPULATION, WITH A MIX OF FAMILIES, ELDERLY RESIDENTS, AND A GROWING NUMBER OF YOUNGER INDIVIDUALS AND PROFESSIONALS. THE CITY PLACES A HIGH VALUE ON COMMUNITY HEALTH, EDUCATION, AND LOCAL CULTURE, WITH NUMEROUS PARKS, RECREATIONAL FACILITIES, AND COMMUNITY EVENTS CONTRIBUTING TO A VIBRANT AND CONNECTED COMMUNITY LIFE. THE REGION HAS A DEMOGRAPHIC COMPOSITION THAT INCLUDES A SIGNIFICANT PROPORTION OF ELDERLY RESIDENTS, REFLECTING THE NEED FOR COMPREHENSIVE HEALTHCARE SERVICES TAILORED TO AGING POPULATIONS. ADDITIONALLY, THE COMMUNITY IS ETHNICALLY DIVERSE, WITH NOTABLE AFRICAN AMERICAN AND HISPANIC POPULATIONS, NECESSITATING CULTURALLY COMPETENT HEALTHCARE PRACTICES AND PROGRAMS TO ADDRESS THE SPECIFIC HEALTH NEEDS OF THESE GROUPS. SUMMA HEALTH'S SERVICES CATER TO THESE VARIED DEMOGRAPHICS, ENSURING ACCESSIBLE AND EQUITABLE HEALTHCARE FOR ALL RESIDENTS IN THE AREA. THERE WERE 538,370 PEOPLE LIVING IN SUMMIT COUNTY IN 2024. IN SUMMIT COUNTY, 23.5 PERCENT OF THE POPULATION IS NON-WHITE, COMPARED TO 19.4 PERCENT IN THE STATE. EDUCATIONAL ATTAINMENT IS SLIGHTLY HIGHER IN SUMMIT COUNTY THAN THE STATE OF OHIO, WITH 93.8 PERCENT HAVING A HIGH SCHOOL DIPLOMA OR HIGHER AND 38.2 PERCENT HAVING A BACHELOR'S DEGREE OR HIGHER. SIMILARLY, ANNUAL PER CAPITA INCOME IN SUMMIT COUNTY IS SLIGHTLY HIGHER THAN THE STATE OF OHIO AT $43,456. THE MEDIAN HOUSEHOLD INCOME IS $69,577, AND THE PERCENT OF SUMMIT COUNTY RESIDENTS LIVING IN POVERTY IS 12.7 PERCENT. OF THE HOUSEHOLDS IN SUMMIT COUNTY, 47.9 PERCENT MAKE LESS THAN $50,000 ANNUALLY. HOWEVER, THE CITY OF AKRON, WHICH IS THE LARGEST CITY IN SUMMIT COUNTY, HAS A MEDIAN HOUSEHOLD INCOME OF $50,025 WITH A POVERTY RATE OF 22.8 PERCENT FOR CALENDAR YEAR 2024. THE UNEMPLOYMENT RATE IN SUMMIT COUNTY REBOUNDED AFTER BEING IMPACTED BY COVID-19. IN 2020, THE HIGHEST RATE WAS IN APRIL AT 14.7 PERCENT. IN 2024, THE UNEMPLOYMENT RATE WAS 4.9 PERCENT. THERE ARE TWO MEDICALLY UNDERSERVED AREAS (MUAs) PRESENT IN SUMMIT COUNTY: THE SOUTHEAST AKRON AND SUMMIT SERVICE AREAS. LOW INCOMES AND UNEMPLOYMENT CONTRIBUTE TO SUMMA'S BURDEN FOR CHARITY CARE. DESPITE THESE CHALLENGES, DEMAND FOR SUMMA'S SERVICES IN THESE COMMUNITIES IS PROJECTED TO GROW. MORE IMPORTANTLY, THE AGE GROUP THAT DEMANDS HEALTHCARE SERVICES THE MOST (AGE 65 AND OLDER) IS EXPECTED TO GROW SIGNIFICANTLY. THIS AGE GROUP IS PROJECTED TO INCREASE BY 16.0 PERCENT IN SUMMIT COUNTY OVER THE NEXT FIVE YEARS.
Schedule H, Part VI, Line 5 Promotion of community health	SUMMA HEALTH PROMOTES COMMUNITY HEALTH THROUGH AN OPEN MEDICAL STAFF MODEL, STRATEGIC REINVESTMENT OF SURPLUS FUNDS, A COMMITMENT TO DIVERSITY, EQUITY AND INCLUSION (DEI), SUPPORT FOR GRADUATE MEDICAL EDUCATION, AND ENGAGEMENT OF LOCAL COMMUNITY LEADERS THROUGH FORMAL GOVERNANCE STRUCTURES. THESE EFFORTS COLLECTIVELY ADVANCE SUMMA'S EXEMPT PURPOSE BY ADDRESSING THE HEALTH AND WELL-BEING OF THE COMMUNITIES WE SERVE. SUMMA MAINTAINS AN OPEN MEDICAL STAFF POLICY THAT EXTENDS HOSPITAL PRIVILEGES TO ALL QUALIFIED PHYSICIANS IN THE REGION. THIS APPROACH SUPPORTS PROVIDER DIVERSITY AND PROMOTES BROAD ACCESS TO COMPREHENSIVE CARE. SUMMA'S COMMUNITY ENGAGEMENT COMMITTEE (CEC), A SUBCOMMITTEE OF THE SUMMA HEALTH BOARD OF DIRECTORS, PROVIDES OVERSIGHT FOR COMMUNITY BENEFIT, OUTREACH, AND COMMUNITY RELATIONS STRATEGIES. THE CEC IS COMPRISED OF 17 DIVERSE COMMUNITY LEADERS, 100 PERCENT OF WHOM RESIDE OR WORK WITHIN SUMMA'S PRIMARY SERVICE AREA. THIS STRUCTURE ENSURES THAT LOCAL PERSPECTIVES GUIDE PROGRAMMING THAT ADDRESSES IDENTIFIED COMMUNITY NEEDS. SURPLUS FUNDS ARE REINVESTED IN PATIENT CARE, CLINICAL SERVICES, INFRASTRUCTURE, MEDICAL EDUCATION, AND COMMUNITY INITIATIVES. IN 2024, SUMMA COMPLETED MULTI-MILLION DOLLAR CAPITAL IMPROVEMENTS AT THE AKRON AND BARBERTON CAMPUSES TO ENHANCE INPATIENT AND OUTPATIENT SERVICE CAPACITY. THE ORGANIZATION ALSO RECRUITED 44 NEW PHYSICIANS IN PRIMARY CARE AND SPECIALTY AREAS TO ADDRESS ACCESS GAPS. SUMMA HEALTH SUPPORTS ITS EDUCATIONAL MISSION THROUGH ROBUST GRADUATE MEDICAL EDUCATION PROGRAMS, TRAINING MORE THAN 250 RESIDENTS AND FELLOWS ANNUALLY ACROSS MULTIPLE SPECIALTIES. THESE PROGRAMS CONTRIBUTE TO WORKFORCE DEVELOPMENT AND HELP PREPARE THE NEXT GENERATION OF PHYSICIANS TO SERVE OUR REGION. INNOVATIVE PROGRAMS SUCH AS THE LAUNCH OF THE ROUNDTRIP TRANSPORTATION PLATFORM IN 2024 HAVE REMOVED BARRIERS TO NON-EMERGENCY MEDICAL TRANSPORTATION, IMPROVING CONTINUITY OF CARE FOR VULNERABLE POPULATIONS. SUMMA CONTINUED TO INVEST IN TECHNOLOGY TO ENHANCE PATIENT ENGAGEMENT, INCLUDING EPIC CHEERS, MYCHART, HELLO WORLD, AND WEBSITE CHATBOTS. THESE TOOLS STREAMLINED SCHEDULING, EXPANDED PATIENT SELF-SERVICE OPTIONS, AND IMPROVED COMMUNICATION SYSTEM-WIDE. IN 2024, SUMMA RECEIVED NATIONAL HONORS INCLUDING THE HEALTHGRADES AMERICA'S 50 BEST HOSPITALS AWARD, NEWSWEEK'S RECOGNITION OF SUMMA MEDINA MEDICAL CENTER AMONG "AMERICA'S BEST AMBULATORY SURGERY CENTERS, THE NORTHCOAST99 WORKPLACE EXCELLENCE AWARD FOR THE 21ST YEAR. SUMMA ALSO RECEIVED THE 2024 DOROTHY O. JACKSON AWARD FOR ADVANCING DIVERSITY AND INCLUSION, AND THE NATIONAL EPA ENERGY STAR CERTIFICATION FOR ENVIRONMENTAL STEWARDSHIP. SUMMA HEALTH'S 2024-2027 DEI STRATEGIC PLAN, "YOUR HEALTH, OUR COMMITMENT," GUIDES ORGANIZATIONAL EFFORTS TO PROMOTE A CULTURE OF BELONGING, IMPROVE EQUITY IN CARE DELIVERY, AND ADDRESS SYSTEMIC BARRIERS THAT AFFECT HEALTH OUTCOMES. INITIATIVES INCLUDE INTERNAL EDUCATION, DATA-DRIVEN STRATEGIES, AND PARTNERSHIPS WITH COMMUNITY ORGANIZATIONS TO ADVANCE HEALTH EQUITY. SUMMA'S DEI WORK HAS BEEN RECOGNIZED BY THE HUMAN RIGHTS CAMPAIGN HEALTHCARE EQUALITY INDEX, THE AMERICAN HEART ASSOCIATION, THE NAACP, AND THE COMMISSION ON ECONOMIC INCLUSION. FINALLY, IN 2024, SUMMA ENTERED INTO A DEFINITIVE AGREEMENT WITH THE HEALTH ASSURANCE TRANSFORMATION COMPANY (HATCO). THIS STRATEGIC PARTNERSHIP IS DESIGNED TO STABILIZE OPERATIONS AND SUPPORT THE DEVELOPMENT OF A MORE AFFORDABLE, PROACTIVE, AND COMMUNITY-BASED MODEL OF HEALTHCARE DELIVERY.
Schedule H, Part VI, Line 6 Affiliated health care system	SUMMA HEALTH, EIN 34-1887844, IS THE PARENT ORGANIZATION OF SUMMA HEALTH 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. SUMMA HEALTH PROVIDED INPATIENT CARE THROUGH FACILITIES LOCATED ON TWO MAIN CAMPUSES AND IN ADDITION, OUTPATIENT CARE IS EXTENDED THROUGHOUT THE REGION IN A NUMBER OF OUTPATIENT CENTERS, BOTH HOSPITAL-BASED AND FREESTANDING. SUMMA HEALTH SYSTEM'S AKRON TERTIARY CAMPUS 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. THE BARBERTON CAMPUS IS A 159-BED HOSPITAL FACILITY THAT OFFERS INPATIENT SERVICES, OUTPATIENT SERVICES AND COMMUNITY OUTREACH PROGRAMS. THE BARBERTON CAMPUS IS LOCATED IN THE CITY OF BARBERTON IN SOUTHERN SUMMIT COUNTY. 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 FREE STANDING FACILITY PROVIDES INPATIENT REHABILITATION CARE AND SERVICES AND ADHERES TO SUMMA'S CHARITY CARE POLICY. ESTABLISHED IN 1993, SUMMACARE OFFERS HEALTH CARE COVERAGE TO MEMBERS including members insured through ITS STATUS AS A MEDICARE ADVANTAGE ORGANIZATION. SUMMACARE 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 OVER 62,000 MEMBERS. SUMMA FOUNDATION IS A NONPROFIT ORGANIZATION ADVANCING TRANSFORMATIONAL PHILANTHROPY, COMMUNITY UNDERSTANDING AND GOODWILL FOR THE PROGRAMS AND PRIORITIES OF SUMMA HEALTH. SUMMA HEALTH NETWORK, LLC IS THE INTEGRATED PHYSICIAN-HOSPITAL ORGANIZATION AFFILIATED WITH SUMMA HEALTH. WITH MORE THAN 2, 270 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 ACCOUNTABLE CARE ORGANIZATION (D/B/A NEWHEALTH 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. (OHC) IS OHIO'S OLDEST PREFERRED PROVIDER ORGANIZATION (PPO) NETWORK IN THE STATE. OHC IS CO-OWNED BY SUMMA HEALTH AND CLEVELAND CLINIC MERCY HOSPITAL, AND IS COMPRISED OF approximately 200 HOSPITALS, 8,300 PRIMARY CARE PROVIDERS, 36,700 SPECIALISTS, COVERING MEMBERS ACROSS ALL 88 COUNTIES IN OHIO. SUMMA PHYSICIANS, INC. (D/B/A SUMMA HEALTH MEDICAL GROUP ("SHMG")) IS A MULTI-SPECIALTY PHYSICIAN PRACTICE EMPLOYING OVER 350 PHYSICIANS IN MULTIPLE SPECIALTIES. SHMG PROMOTES STRONGER AFFILIATION AND EMPLOYMENT OF PHYSICIANS TO ENSURE COMMUNITY AND HOSPITAL NEEDS FOR PHYSICIANS SERVICES ARE MET.
Schedule H, Part VI, Line 7 State filing of community benefit report	OH

Schedule H (Form 990) 2024

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Schedule I
(Form 990)
(Rev. January 2025)

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," on Form 990, Part IV, line 21 or 22.
lBullet

Attach to Form 990.
lBullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

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" on 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	(e) Amount of non-cash assistance	(f) Method of valuation (book, FMV, appraisal, other)	(g) Description of noncash assistance	(h) Purpose of grant or assistance
(1) SUMMA HEALTH 1077 GORGE BLVD AKRON,OH44310	34-1887844	501(C)(3)	393,242				FUND MANAGEMENT FOR PREVENTION, WELLNESS, ACCESS TO CARE AND HEALTH DISPARITIES

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) Rev. 1-2025

Page 2

Part III

Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on 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 noncash assistance	(e) Method of valuation (book, FMV, appraisal, other)	(f) Description of noncash assistance

(1)
(2)
(3)
(4)
(5)
(6)
(7)

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 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) Rev. 1-2025

Additional Data

Software ID:	24020961
Software Version:	2024v5.1

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Schedule J
(Form 990)
(Rev. January 2025)

Department of the Treasury
Internal Revenue Service

Compensation Information

For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
medium right arrow graphic

Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
medium right arrow graphic

Attach to Form 990.
medium right arrow graphic

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

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 on 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 on 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 on 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 on 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 on 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," on line 5a or 5b, describe in Part III.

For persons listed on 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," on line 6a or 6b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............

Yes

Were any amounts reported on 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" on 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) (Rev. 1-2025)

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 on 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, 1099-MISC compensation, and/or 1099-NEC			(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)	(F) Compensation in column (B) reported as deferred on 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)
1T CLIFFORD DEVENY MD CEO SHS, DIRECTOR SHS & SF	(i) (ii)	0 ------------- 1,217,105	0 ------------- 643,910	0 ------------- 156,912	0 ------------- 190,298	0 ------------- 31,704	0 ------------- 2,239,929	0 ------------- 149,148
2JESSICA HUDSON SF PRESIDENT & CDO	(i) (ii)	317,427 ------------- 0	141,771 ------------- 0	1,296 ------------- 0	3,560 ------------- 0	2,496 ------------- 0	466,550 ------------- 0	0 ------------- 0
3PETER BITTENBENDER MD DIRECTOR SHS & SHMG, CLINICAL PHYSICIAN	(i) (ii)	636,313 ------------- 0	71,498 ------------- 0	540 ------------- 0	3,450 ------------- 0	32,757 ------------- 0	744,558 ------------- 0	0 ------------- 0
4LYNN HAMRICH MD DIRECTOR SHS, CLINICAL PHYSICIAN	(i) (ii)	297,238 ------------- 0	0 ------------- 0	897 ------------- 0	3,074 ------------- 0	35,651 ------------- 0	336,860 ------------- 0	0 ------------- 0
5DAWN AHNER TREAS., SVP, CFO	(i) (ii)	0 ------------- 598,643	0 ------------- 292,638	0 ------------- 9,971	0 ------------- 78,579	0 ------------- 36,670	0 ------------- 1,016,501	0 ------------- 4,829
6VIVEK BHALLA PRESIDENT SUMMA HEALTH MED.GR.	(i) (ii)	468,944 ------------- 0	230,948 ------------- 0	8,189 ------------- 0	63,477 ------------- 0	38,510 ------------- 0	810,068 ------------- 0	6,876 ------------- 0
7ROBERT A GERBERRY GEN. COUNSEL/SEC. SHS/SHMG	(i) (ii)	0 ------------- 487,534	0 ------------- 259,671	0 ------------- 49,868	0 ------------- 65,174	0 ------------- 26,365	0 ------------- 888,612	0 ------------- 44,790
8KATHLEEN BLAKE SVP, PRESIDENT POST ACUTE/HOME	(i) (ii)	0 ------------- 351,409	0 ------------- 171,678	0 ------------- 5,555	0 ------------- 43,655	0 ------------- 33,513	0 ------------- 605,810	0 ------------- 0
9PENELOPE GORSUCH DNPRNNEA-BC SVP & CHF. NURSING EXEC.	(i) (ii)	0 ------------- 455,588	0 ------------- 219,434	0 ------------- 8,329	0 ------------- 60,425	0 ------------- 2,320	0 ------------- 746,096	0 ------------- 3,636
10BONNIE PANLASIGUI SHS PRESIDENT (END 09/24)	(i) (ii)	622,228 ------------- 0	0 ------------- 0	40,225 ------------- 0	0 ------------- 0	34,587 ------------- 0	697,040 ------------- 0	38,816 ------------- 0
11BENJAMIN P SUTTON EVP COO - PROVIDER OPS. PRESIDENT SHS	(i) (ii)	0 ------------- 728,959	0 ------------- 388,755	0 ------------- 50,115	0 ------------- 95,176	0 ------------- 37,440	0 ------------- 1,300,445	0 ------------- 48,165
12DANE DONICH CLINICAL PHYSICIAN - SHMG	(i) (ii)	1,521,550 ------------- 0	942,961 ------------- 0	1,530 ------------- 0	0 ------------- 0	25,106 ------------- 0	2,491,147 ------------- 0	0 ------------- 0
13PAUL HARTZFELD CLINICAL PHYSICIAN - SHMG	(i) (ii)	1,516,956 ------------- 0	121,070 ------------- 0	690 ------------- 0	863 ------------- 0	36,728 ------------- 0	1,676,307 ------------- 0	0 ------------- 0
14BRADLEY INKROTT CLINICAL PHYSICIAN - SHMG	(i) (ii)	1,251,301 ------------- 0	690,556 ------------- 0	510 ------------- 0	3,450 ------------- 0	39,741 ------------- 0	1,985,558 ------------- 0	0 ------------- 0
15MATTHEW JAYKEL CLINICAL PHYSICIAN - SHMG	(i) (ii)	1,189,879 ------------- 0	338,443 ------------- 0	510 ------------- 0	3,450 ------------- 0	32,566 ------------- 0	1,564,848 ------------- 0	0 ------------- 0
16KIEL PFEFFERLE CLINICAL PHYSICIAN - SHMG	(i) (ii)	974,224 ------------- 0	451,043 ------------- 0	540 ------------- 0	2,871 ------------- 0	39,121 ------------- 0	1,467,799 ------------- 0	0 ------------- 0

Schedule J (Form 990) (Rev. 1-2025)

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 GROSSED UP TAXES FOR YEARS OF SERVICE ANNIVERSARIES IN THE AMOUNT OF $50 FOR EMPLOYEES WHO REACHED IMPORTANT MILESTONE ANNIVERSARIES; 5, 10, 15 YEARS, ETC. INCLUDED IN THESE MILESTONE ANNIVERSARY PAYMENTS WERE ONE OFFICER, ONE HIGHLY COMPENSATED EMPLOYEE, AND ONE DIRECTOR. THE AMOUNT OF THE GROSS UP IS RECOGNIZED AS ADDITIONAL TAXABLE COMPENSATION.
Schedule J, Part I, Line 1a Health or social club dues or initiation fees	SOCIAL CLUB DUES WERE PAID ON BEHALF OF ONE OFFICER. ANY PERSONAL USE IS RECOGNIZED AS ADDITIONAL TAXABLE COMPENSATION.
Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation	ARRANGEMENTS USED TO ESTABLISH THE TOP MANAGEMENT OFFICIAL'S COMPENSATION: THE COMPENSATION OF THE PRESIDENT AND CEO IS ESTABLISHED BY SUMMA HEALTH, THE RELATED PARENT ORGANIZATION FOR ALL MEMBERS IN THE SUMMA HEALTH SYSTEM GROUP RETURN. SUMMA HEALTH HAS A COMPENSATION COMMITTEE THAT USES AN INDEPENDENT COMPENSATION CONSULTANT, MARKET SURVEYS, AND AN ANNUAL REVIEW PROCESS TO ESTABLISH COMPENSATION FOR THE POSITION OF PRESIDENT AND CEO.
Schedule J, Part I, Line 4a Severance or change-of-control payment	In 2024, Bonnie Panlasigui received payment in the amount of $175,486 from the organization. Severance amounts are treated as taxable compensation.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan	A SUPPLEMENTAL EXECUTIVE NON-QUALIFIED RETIREMENT PLAN IS TO PROVIDE KEY EMPLOYEES WITH ADDITIONAL COMPENSATION TO SUPPLEMENT THEIR RETIREMENT BENEFITS AND MITIGATE EFFECTS OF QUALIFIED RETIREMENT PLAN LIMITS.THE FOLLOWING LISTED PERSONS RECEIVED BENEFITS FROM THE ORGANIZATION OR FROM A RELATED ORGANIZATION: T. CLIFFORD DEVENY, MD $185,518, VIVEK BHALLA, MD $58,302, DAWN AHNER $74,401, ROBERT A. GERBERRY $59,999, BENJAMIN P. SUTTON $90,001, JESSICA HUDSON $39,602, AND KATHLEEN BLAKE $43,655.
Schedule J, Part I, Line 7 Non-fixed payments	THE SUMMA HEALTH SYSTEM MANAGEMENT INCENTIVE PROGRAM IS DESIGNED TO REWARD EMPLOYEES FOR MEETING QUALITY, PERFORMANCE AND FINANCIAL TARGETS. THESE TARGETS INCLUDE CLINICAL QUALITY, PATIENT SATISFACTION, EMPLOYEE/PHYSICIAN SATISFACTION, OPERATING MARGIN, AND THE STRENGTHENING OF THE BALANCE SHEET. PAYMENT IS BASED ON A FACTOR OF BASE COMPENSATION AND IS SUBJECT TO REVIEW AND APPROVAL BY SUMMA'S COMPENSATION COMMITTEE.

Schedule J (Form 990) (Rev. 1-2025)

Additional Data

Software ID:	24020961
Software Version:	2024v5.1

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Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

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 Ⅵ, line 24a. Provide descriptions,
explanations, and any additional information in Part Ⅵ.
Attach to Form 990.
Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

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	See Schedule K Part VI	34-1448680		10-02-2014	79,795,000			X		X		X
B	See Schedule K Part VI	34-1448680	009730NX6	12-16-2016	204,934,207			X		X		X
C	See Schedule K Part VI	34-1448680		12-22-2017	140,000,000			X		X		X
D	See Schedule K Part VI	34-1448680		05-15-2018	16,252,805	CONSTRUCT AND EQUIP HOSPITAL FACILITIES		X		X		X
	See Schedule K Part VI	34-1448680	009730PWG	10-14-2020	155,456,329			X		X		X

Part Ⅱ

Proceeds

	A		B		C		D
	1 Amount of bonds retired ..................	13,265,000		19,255,000		8,355,000
2 Amount of bonds legally defeased ..............
3 Total proceeds of issue ..................	79,795,000		205,384,474		142,289,841		16,252,805
4 Gross proceeds in reserve funds .............
5 Capitalized interest from proceeds .............			1,874,244		545,500
6 Proceeds in refunding escrows ...............
7 Issuance costs from proceeds ...............	1,416,436		201,939
8 Credit enhancement from proceeds .............
9 Working capital expenditures from proceeds .............
10 Capital expenditures from proceeds .............			100,525,342		141,723,005		16,252,805
11 Other spent proceeds .............	79,795,000		102,782,949		688
12 Other unspent proceeds .............					17,464
13 Year of substantial completion .............	2008		2019		2019		2019
	Yes	No	Yes	No	Yes	No	Yes	No
14 Were the bonds issued as part of a current refunding issue of tax-exempt bonds (or, if issued prior to 2020, a current refunding issue)? ........	X		X			X		X
15 Were the bonds issued as part of an advance refunding issue of taxable bonds (or, if issued prior to 2020, an advance refunding issue)? ........		X	X			X		X
16 Has the final allocation of proceeds been made? ..........	X		X		X		X
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? ..................	X		X		X		X

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

Cat. No. 50193E

Schedule K (Form 990) (Rev. 1-2025)

Page 2

Part Ⅲ

Private Business Use

	A		B		C		D
	Yes	No	Yes	No	Yes	No	Yes	No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? .............		X		X		X		X
2 Are there any lease arrangements that may result in private business use of bond-financed property? ...............	X		X		X		X
3a Are there any management or service contracts that may result in private business use of bond-financed property? .............	X		X		X		X
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property?	X		X		X		X
c Are there any research agreements that may result in private business use of bond-financed property? .............	X		X		X			X
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property?	X		X		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 ....	0 %		0.8 %		0.3 %		0.8 %
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 %		0.1 %		0 %		0.1 %
6 Total of lines 4 and 5 .............	0 %		0.9 %		0.3 %		0.9 %
7 Does the bond issue meet the private security or payment test? ...		X		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		X
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of. ..	0 %		5.8 %		0 %		0 %
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? .............		X	X			X		X
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		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		X
2 If "No" to line 1, did the following apply? ....
a Rebate not due yet? .......		X		X		X		X
b Exception to rebate? ........	X			X	X		X
c No rebate due? .........		X	X			X		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			X

Schedule K (Form 990) (Rev. 1-2025)

Page 3

Part Ⅳ

Arbitrage (Continued)

	A		B		C		D
	Yes	No	Yes	No	Yes	No	Yes	No
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue?	X			X		X		X
b Name of provider ..........	JPMORGAN CHASE BANK
c Term of hedge .........	2000 %		0 %		0 %		0 %
d Was the hedge superintegrated? ......		X		X		X		X
e Was the hedge terminated? ........		X		X		X		X
5a Were gross proceeds invested in a guaranteed investment contract (GIC)?		X		X	X			X
b Name of provider ..........					NATIXIS FUNDING COR
c Term of GIC .........	0 %		0 %		110 %		0 %
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? ........		X		X	X			X
6 Were any gross proceeds invested beyond an available temporary period?		X		X		X		X
7 Has the organization established written procedures to monitor the requirements of section 148? ...	X		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		X

Part Ⅵ

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

Return Reference	Explanation
Schedule K, Part I Akron, Bath & Copley Joint Township Hospital District Series 2018 & 2020 Bonds	An additional Schedule K is included to provide for the issuance of the Series 2020 Bonds.
Schedule K, Part I, Column (b) See Explanation for Bond Identifier	Set I, Bond A: Reissued Akron, Bath and Copley Joint Township Hospital District Series 2014 Bonds and Reissued Development Finance Authority of Summit County Port Facilities Revenue Refunding Bonds, Series 2014: The Reissued 2014 Bonds consisted of the following two series of Bonds, which were treated as a single issue of bonds for federal income tax purposes: (1) ABC District Hospital Facilities Refunding Revenue Bonds, Series 2014A (Summa Health System Obligated Group) issued in the original principal amount of $93,685,000 (the "Series 2014A Bonds"), and (2) DFA Port Facilities Revenue Refunding Bonds, Series 2014 (Summa Health System Obligated Group Project) issued in the original principal amount of $13,675,000 (the "DFA Bonds"). The Series 2014A Bonds and the DFA Bonds were each originally issued on October 2, 2014, and were deemed reissued on December 17, 2021 as the result of the replacement of the LIBOR index, related changes to certain components of the formula used to calculate interest, and the extension of the initial mandatory tender date. The ABC District's EIN is 34-1448680, and the DFA's EIN is 34-1765940.
Schedule K, Part I, Column (f) See Explanation for Bond Identifier	Set I, Bond A: Reissued Series 2014A Bonds and Reissued Development Finance Authority 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 purpose of the DFA 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) pay issuance costs.
Schedule K, Part I, Column (f) Akron, Bath & Copley Joint Twnshp Hospital District Series 2016 Bonds	Set I, Bond B: The purpose of the Series 2016 Bonds was to (1) acquire, construct, improve, and equip certain hospital facilities, (2) currently refund all of the outstanding ABC District Hospital Facilities Refunding Revenue Bonds, Series 2014B (Summa Health System Obligated Group), (3) currently refund all of the outstanding ABC District Hospital Facilities Revenue Bonds, Series 2015 (Summa Health Obligated Group) issued in the original principal amount of $42,255,000, which were issued to acquire, construct, improve, and equip certain hospital facilities and pay issuance costs, and (4) advance refund $24,495,000 of the outstanding principal amount of the Series 2010 Bonds.
Schedule K, Part I, Column (a) See Explanation for Bond Identifier	Set I, Bond C: Akron, Bath and Copley Joint Township Hospital District Series 2017A Bonds, Series 2017B Bonds, and Series 2017C Bonds: The 2017 Bonds consisted of the following three series of Bonds, which were treated as a single issue of bonds for federal income tax purposes: (1) ABC District Hospital Facilities Improvement Revenue Bonds, Series 2017A (Summa Health Obligated Group) issued in the original principal amount of $15,000,000, (2) ABC District Hospital Facilities Improvement Revenue Bonds, Series 2017B (Summa Health Obligated Group) issued in the original principal amount of $75,000,000, and (3) ABC District Hospital Facilities Improvement Revenue Bonds, Series 2017C (Summa Health Obligated Group) issued in the original principal amount of $50,000,000.
Schedule K, Part I, Column (d) CUSIP Numbers	Set I, Bond C: Series 2017A Bonds: 009730 PA4 Series 2017B Bonds: 009730 PCO Series 2017C Bonds: 009730 PE6
Schedule K, Part II, Line 3 Total Proceeds of Issue - Column B	Set I, Bond B: The difference between the total proceeds of the issue and the issue price provided in Part I, Line B, Column (e) is due to investment proceeds of the issue. This amount is smaller than the amount reported in the 2017 Schedule K because certain disposition proceeds included as proceeds of the Series 2016 Bonds were part of a remedial action under Treasury Regulations Section 1.141-12. Those disposition proceeds are included in Schedule K as the Series 2018 Bonds.
Schedule K, Part II, Line 7 Issuance Costs from Proceeds - Column B	Set I, Bond B: The issuance costs of the issue provided in Part II, Line 7, Column B is less than the issuance costs provided in the Form 8038 for this issue because of the transfer of unexpended money in the expense fund to the project fund for this issue.
Schedule K, Part II, Line 3 Total Proceeds of Issue-Column C	Set I, Bond C: The difference between the total proceeds of the issue and the issue price provided in Part I, Line C, Column (e) is due to investment proceeds of the issue.
Schedule K, Part III, Line 8a Sale of Bond-Financed Property	Set I, Bond B: Summa elected to use the alternative use of disposition proceeds under Regulations Section 1.141-12. An IRS Form 8038 was filed in connection with that remedial action and, accordingly, Summa has reported that remedial action as a reissued bond for purposes of Schedule K.
Schedule K, Part IV, Line 2c Date of Rebate Computation	Set I, Bond B: The rebate computation for the period of December 21, 2016 to December 21, 2021 was performed on August 29, 2023.
Schedule K, Part IV, Line 4b Name of Hedge Provider	Set I, Bond A: Series 2014A Reissued Bonds: Goldman Sachs Bank USA. Development Finance Authority Series 2014 Reissued Bonds: PNC Bank, National Association.
Schedule K, Part IV, Line 4c Term of Hedge	Set I, Bond A: The term of the hedge with Goldman Sachs Bank USA is 20 years. Set II, Bond A: The term of the hedge with PNC Bank, National Association is 30 years.
Schedule K, Part I, Column (a) See Explanation for Bond Identifier	Set I, Bond D: Akron, Bath and Copley Joint Township Hospital District Series 2018 Bonds: The Series 2018 Bonds were an alternative disposition of sale proceeds of a portion of property that was financed with the proceeds of the Series 2016 Bonds. The alternative disposition of bond proceeds was a remedial action done in accordance with Regulations Section 1.141-12.
Schedule K, Part I, Column (f) See Explanation for Bond Identifier	Set II, Bond A: Akron, Bath and Copley Joint Township Hospital District Series 2020 Bonds: The purposes of the Series 2020 Bonds were to (1) currently refund the outstanding $159,150,000 principal amount of the hospital facilities revenue bonds, Series 2010 issued on May 11, 2010, (2) pay the costs of terminating a related, integrated hedge agreement, and (3) pay issuance costs.
Schedule K, Part IV, Line 4c Term of Hedge	Set II, Bond A: Anticipatory fixed-payor interest rate hedge entered into on August 28, 2019 and terminated on September 10, 2020 simultaneously with the sale of the Series 2020 Bonds.
Schedule K, Part I, Column (a) Schedule K, Part I, Col (a), Line A	Set I, Bond A: The issuer name of Bond A with issuance date 10/02/14 is: AKRON, BATH AND COPLEY JT. TWP. HOSP. DIST.
Schedule K, Part I, Column (a) Schedule K, Part I, Col (a), Line B	Set I, Bond B: The issuer name of Bond B with issuance date 12/16/16 is: AKRON, BATH AND COPLEY JT. TWP. HOSP. DIST.
Schedule K, Part I, Column (a) Schedule K, Part I, Col (a), Line C	Set I, Bond C: The issuer name of Bond C with issuance date 12/22/17 is: AKRON, BATH AND COPLEY JT. TWP. HOSP. DIST.
Schedule K, Part I, Column (a) Schedule K II, Part I, Col (a), Line D	Set I, Bond D: The issuer name of Bond D with issuance date 05/15/18 is: AKRON, BATH AND COPLEY JT. TWP. HOSP. DIST.
Schedule K, Part I, Column (a) Schedule K II, Part I, Col (a), Line A	Set II, Bond A: The issuer name of Sch K II, Bond A with issuance date 10/14/20 is: AKRON, BATH AND COPLEY JT. TWP. HOSP. DIST.

Schedule K (Form 990) (Rev. 1-2025)

Additional Data

Software ID:	24020961
Software Version:	2024v5.1

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Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

Schedule K
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Information on Tax-Exempt Bonds

OMB No. 1545-0047

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	See Schedule K Part VI	34-1448680		10-02-2014	79,795,000			X		X		X
B	See Schedule K Part VI	34-1448680	009730NX6	12-16-2016	204,934,207			X		X		X
C	See Schedule K Part VI	34-1448680		12-22-2017	140,000,000			X		X		X
D	See Schedule K Part VI	34-1448680		05-15-2018	16,252,805	CONSTRUCT AND EQUIP HOSPITAL FACILITIES		X		X		X
	See Schedule K Part VI	34-1448680	009730PWG	10-14-2020	155,456,329			X		X		X

Part Ⅱ

Proceeds

	A		B		C		D
	1 Amount of bonds retired ..................	13,265,000		19,255,000		8,355,000
2 Amount of bonds legally defeased ..............
3 Total proceeds of issue ..................	79,795,000		205,384,474		142,289,841		16,252,805
4 Gross proceeds in reserve funds .............
5 Capitalized interest from proceeds .............			1,874,244		545,500
6 Proceeds in refunding escrows ...............
7 Issuance costs from proceeds ...............	1,416,436		201,939
8 Credit enhancement from proceeds .............
9 Working capital expenditures from proceeds .............
10 Capital expenditures from proceeds .............			100,525,342		141,723,005		16,252,805
11 Other spent proceeds .............	79,795,000		102,782,949		688
12 Other unspent proceeds .............					17,464
13 Year of substantial completion .............	2008		2019		2019		2019
	Yes	No	Yes	No	Yes	No	Yes	No
14 Were the bonds issued as part of a current refunding issue of tax-exempt bonds (or, if issued prior to 2020, a current refunding issue)? ........	X		X			X		X
15 Were the bonds issued as part of an advance refunding issue of taxable bonds (or, if issued prior to 2020, an advance refunding issue)? ........		X	X			X		X
16 Has the final allocation of proceeds been made? ..........	X		X		X		X
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? ..................	X		X		X		X

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

Cat. No. 50193E

Schedule K (Form 990) (Rev. 1-2025)

Page 2

Part Ⅲ

Private Business Use

	A		B		C		D
	Yes	No	Yes	No	Yes	No	Yes	No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? .............		X		X		X		X
2 Are there any lease arrangements that may result in private business use of bond-financed property? ...............	X		X		X		X
3a Are there any management or service contracts that may result in private business use of bond-financed property? .............	X		X		X		X
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property?	X		X		X		X
c Are there any research agreements that may result in private business use of bond-financed property? .............	X		X		X			X
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property?	X		X		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 ....	0 %		0.8 %		0.3 %		0.8 %
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 %		0.1 %		0 %		0.1 %
6 Total of lines 4 and 5 .............	0 %		0.9 %		0.3 %		0.9 %
7 Does the bond issue meet the private security or payment test? ...		X		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		X
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of. ..	0 %		5.8 %		0 %		0 %
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? .............		X	X			X		X
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		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		X
2 If "No" to line 1, did the following apply? ....
a Rebate not due yet? .......		X		X		X		X
b Exception to rebate? ........	X			X	X		X
c No rebate due? .........		X	X			X		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			X

Schedule K (Form 990) (Rev. 1-2025)

Page 3

Part Ⅳ

Arbitrage (Continued)

	A		B		C		D
	Yes	No	Yes	No	Yes	No	Yes	No
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue?	X			X		X		X
b Name of provider ..........	JPMORGAN CHASE BANK
c Term of hedge .........	2000 %		0 %		0 %		0 %
d Was the hedge superintegrated? ......		X		X		X		X
e Was the hedge terminated? ........		X		X		X		X
5a Were gross proceeds invested in a guaranteed investment contract (GIC)?		X		X	X			X
b Name of provider ..........					NATIXIS FUNDING COR
c Term of GIC .........	0 %		0 %		110 %		0 %
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? ........		X		X	X			X
6 Were any gross proceeds invested beyond an available temporary period?		X		X		X		X
7 Has the organization established written procedures to monitor the requirements of section 148? ...	X		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		X

Part Ⅵ

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

Return Reference	Explanation
Schedule K, Part I Akron, Bath & Copley Joint Township Hospital District Series 2018 & 2020 Bonds	An additional Schedule K is included to provide for the issuance of the Series 2020 Bonds.
Schedule K, Part I, Column (b) See Explanation for Bond Identifier	Set I, Bond A: Reissued Akron, Bath and Copley Joint Township Hospital District Series 2014 Bonds and Reissued Development Finance Authority of Summit County Port Facilities Revenue Refunding Bonds, Series 2014: The Reissued 2014 Bonds consisted of the following two series of Bonds, which were treated as a single issue of bonds for federal income tax purposes: (1) ABC District Hospital Facilities Refunding Revenue Bonds, Series 2014A (Summa Health System Obligated Group) issued in the original principal amount of $93,685,000 (the "Series 2014A Bonds"), and (2) DFA Port Facilities Revenue Refunding Bonds, Series 2014 (Summa Health System Obligated Group Project) issued in the original principal amount of $13,675,000 (the "DFA Bonds"). The Series 2014A Bonds and the DFA Bonds were each originally issued on October 2, 2014, and were deemed reissued on December 17, 2021 as the result of the replacement of the LIBOR index, related changes to certain components of the formula used to calculate interest, and the extension of the initial mandatory tender date. The ABC District's EIN is 34-1448680, and the DFA's EIN is 34-1765940.
Schedule K, Part I, Column (f) See Explanation for Bond Identifier	Set I, Bond A: Reissued Series 2014A Bonds and Reissued Development Finance Authority 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 purpose of the DFA 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) pay issuance costs.
Schedule K, Part I, Column (f) Akron, Bath & Copley Joint Twnshp Hospital District Series 2016 Bonds	Set I, Bond B: The purpose of the Series 2016 Bonds was to (1) acquire, construct, improve, and equip certain hospital facilities, (2) currently refund all of the outstanding ABC District Hospital Facilities Refunding Revenue Bonds, Series 2014B (Summa Health System Obligated Group), (3) currently refund all of the outstanding ABC District Hospital Facilities Revenue Bonds, Series 2015 (Summa Health Obligated Group) issued in the original principal amount of $42,255,000, which were issued to acquire, construct, improve, and equip certain hospital facilities and pay issuance costs, and (4) advance refund $24,495,000 of the outstanding principal amount of the Series 2010 Bonds.
Schedule K, Part I, Column (a) See Explanation for Bond Identifier	Set I, Bond C: Akron, Bath and Copley Joint Township Hospital District Series 2017A Bonds, Series 2017B Bonds, and Series 2017C Bonds: The 2017 Bonds consisted of the following three series of Bonds, which were treated as a single issue of bonds for federal income tax purposes: (1) ABC District Hospital Facilities Improvement Revenue Bonds, Series 2017A (Summa Health Obligated Group) issued in the original principal amount of $15,000,000, (2) ABC District Hospital Facilities Improvement Revenue Bonds, Series 2017B (Summa Health Obligated Group) issued in the original principal amount of $75,000,000, and (3) ABC District Hospital Facilities Improvement Revenue Bonds, Series 2017C (Summa Health Obligated Group) issued in the original principal amount of $50,000,000.
Schedule K, Part I, Column (d) CUSIP Numbers	Set I, Bond C: Series 2017A Bonds: 009730 PA4 Series 2017B Bonds: 009730 PCO Series 2017C Bonds: 009730 PE6
Schedule K, Part II, Line 3 Total Proceeds of Issue - Column B	Set I, Bond B: The difference between the total proceeds of the issue and the issue price provided in Part I, Line B, Column (e) is due to investment proceeds of the issue. This amount is smaller than the amount reported in the 2017 Schedule K because certain disposition proceeds included as proceeds of the Series 2016 Bonds were part of a remedial action under Treasury Regulations Section 1.141-12. Those disposition proceeds are included in Schedule K as the Series 2018 Bonds.
Schedule K, Part II, Line 7 Issuance Costs from Proceeds - Column B	Set I, Bond B: The issuance costs of the issue provided in Part II, Line 7, Column B is less than the issuance costs provided in the Form 8038 for this issue because of the transfer of unexpended money in the expense fund to the project fund for this issue.
Schedule K, Part II, Line 3 Total Proceeds of Issue-Column C	Set I, Bond C: The difference between the total proceeds of the issue and the issue price provided in Part I, Line C, Column (e) is due to investment proceeds of the issue.
Schedule K, Part III, Line 8a Sale of Bond-Financed Property	Set I, Bond B: Summa elected to use the alternative use of disposition proceeds under Regulations Section 1.141-12. An IRS Form 8038 was filed in connection with that remedial action and, accordingly, Summa has reported that remedial action as a reissued bond for purposes of Schedule K.
Schedule K, Part IV, Line 2c Date of Rebate Computation	Set I, Bond B: The rebate computation for the period of December 21, 2016 to December 21, 2021 was performed on August 29, 2023.
Schedule K, Part IV, Line 4b Name of Hedge Provider	Set I, Bond A: Series 2014A Reissued Bonds: Goldman Sachs Bank USA. Development Finance Authority Series 2014 Reissued Bonds: PNC Bank, National Association.
Schedule K, Part IV, Line 4c Term of Hedge	Set I, Bond A: The term of the hedge with Goldman Sachs Bank USA is 20 years. Set II, Bond A: The term of the hedge with PNC Bank, National Association is 30 years.
Schedule K, Part I, Column (a) See Explanation for Bond Identifier	Set I, Bond D: Akron, Bath and Copley Joint Township Hospital District Series 2018 Bonds: The Series 2018 Bonds were an alternative disposition of sale proceeds of a portion of property that was financed with the proceeds of the Series 2016 Bonds. The alternative disposition of bond proceeds was a remedial action done in accordance with Regulations Section 1.141-12.
Schedule K, Part I, Column (f) See Explanation for Bond Identifier	Set II, Bond A: Akron, Bath and Copley Joint Township Hospital District Series 2020 Bonds: The purposes of the Series 2020 Bonds were to (1) currently refund the outstanding $159,150,000 principal amount of the hospital facilities revenue bonds, Series 2010 issued on May 11, 2010, (2) pay the costs of terminating a related, integrated hedge agreement, and (3) pay issuance costs.
Schedule K, Part IV, Line 4c Term of Hedge	Set II, Bond A: Anticipatory fixed-payor interest rate hedge entered into on August 28, 2019 and terminated on September 10, 2020 simultaneously with the sale of the Series 2020 Bonds.
Schedule K, Part I, Column (a) Schedule K, Part I, Col (a), Line A	Set I, Bond A: The issuer name of Bond A with issuance date 10/02/14 is: AKRON, BATH AND COPLEY JT. TWP. HOSP. DIST.
Schedule K, Part I, Column (a) Schedule K, Part I, Col (a), Line B	Set I, Bond B: The issuer name of Bond B with issuance date 12/16/16 is: AKRON, BATH AND COPLEY JT. TWP. HOSP. DIST.
Schedule K, Part I, Column (a) Schedule K, Part I, Col (a), Line C	Set I, Bond C: The issuer name of Bond C with issuance date 12/22/17 is: AKRON, BATH AND COPLEY JT. TWP. HOSP. DIST.
Schedule K, Part I, Column (a) Schedule K II, Part I, Col (a), Line D	Set I, Bond D: The issuer name of Bond D with issuance date 05/15/18 is: AKRON, BATH AND COPLEY JT. TWP. HOSP. DIST.
Schedule K, Part I, Column (a) Schedule K II, Part I, Col (a), Line A	Set II, Bond A: The issuer name of Sch K II, Bond A with issuance date 10/14/20 is: AKRON, BATH AND COPLEY JT. TWP. HOSP. DIST.

Schedule K (Form 990) (Rev. 1-2025)

Additional Data

Software ID:	24020961
Software Version:	2024v5.1

- TIN:

Schedule L
(Form 990)
(Rev. January 2025)

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.
Attach to Form 990 or Form 990-EZ.
Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

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 section 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 the organization managers or disqualified persons during the year under section 4958. ........................... $

Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ........ $

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) (Rev. 1-2025)

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) ALYSSA DRESSMAN	FAMILY MEMBER OF LYNN HAMRICH, MD, SUMMA HEALTH SYSTEM DIRECTOR	39,685	EMPLOYMENT		No
(2) MARIAH HOOD LPN	FAMILY MEMBER OF RAMONA HOOD, SUMMA HEALTH SYSTEM DIRECTOR	24,735	EMPLOYMENT		No

Part V

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

Return Reference	Explanation

Schedule L (Form 990) (Rev. 1-2025)

Additional Data

Software ID:	24020961
Software Version:	2024v5.1

- TIN:

SCHEDULE O
(Form 990)
(Rev. January 2025)
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.
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

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 4d Description of other program services	(Expenses $ 264,609,314 including grants of $ 393,242)(Revenue $ 306,499,269) SUMMA HEALTH IS AN INTEGRATED HEALTHCARE DELIVERY SYSTEM THAT PROVIDES COORDINATED, VALUE-BASED CARE ACROSS THE CONTINUUM FOR THE PEOPLE AND POPULATIONS WE SERVE. WE HOLD OURSELVES CLINICALLY AND FINANCIALLY ACCOUNTABLE FOR HEALTH OUTCOMES IN OUR COMMUNITIES. SUMMA HEALTH SERVES HUNDREDS OF THOUSANDS OF PATIENTS EACH YEAR IN COMPREHENSIVE EMERGENCY, ACUTE, CRITICAL, OUTPATIENT AND LONG-TERM/HOMECARE SETTINGS AND REPRESENTS A TOTAL OF 874 LICENSED, INPATIENT BEDS ON THE CAMPUSES OF SUMMA HEALTH SYSTEM AND SUMMA REHAB HOSPITAL. IN ADDITION, OUTPATIENT CARE IS PROVIDED IN MORE THAN 20 COMMUNITY HEALTH CENTERS, URGENT CARE FACILITIES AND EMERGENCY DEPARTMENTS (EDS), SOME INTEGRATED IN THE HEALTHCARE FACILITIES, AND OTHERS ARE FREESTANDING. SUMMA REHAB HOSPITAL IS A JOINT VENTURE IN WHICH SUMMA HEALTH SYSTEM HAS AN INTEREST, AND IS REFERENCED IN THIS DOCUMENT FOR THE PURPOSE OF IDENTIFYING ALL ENTITIES AFFILIATED WITH SUMMA HEALTH. SUMMA'S PROPORTIONATE INTEREST OF THIS JOINT VENTURE'S CHARITY CARE AND OTHER COMMUNITY BENEFITS IS INCLUDED ON SCHEDULE H OF SUMMA HEALTH'S IRS FORM 990 GROUP RETURN. PROVIDING SUPERIOR, MULTI-SPECIALTY PATIENT CARE, MEDICAL RESEARCH AND CONTINUING MEDICAL EDUCATION, SUMMA HEALTH RANKS AS A HIGHLY RECOGNIZED HEALTHCARE PROVIDER IN SEVERAL DISCIPLINES INCLUDING: WEIGHT MANAGEMENT, CARDIOVASCULAR, EMERGENCY, ONCOLOGY, ORTHOPEDICS & SPORTS MEDICINE, SURGERY, PRIMARY CARE, PULMONARY, STROKE, TRAUMA, UROLOGY, WOMEN'S SERVICES AND NURSING BY PRESTIGIOUS ORGANIZATIONS SUCH AS: AMERICAN COLLEGE OF SURGEONS COMMISSION ON CANCER AMERICAN HEART ASSOCIATION AMERICAN STROKE ASSOCIATION NATIONAL ACCREDITATION PROGRAM FOR BREAST CENTERS NATIONAL ACCREDITATION PROGRAM FOR RECTAL CANCER AMERICAN NURSING CREDENTIALING CENTER CENTERS FOR MEDICARE AND MEDICAID SERVICES OHIO PATIENT SAFETY INSTITUTE AMERICAN COLLEGE OF RADIATION AMERICAN SOCIETY FOR METABOLIC AND BARIATRIC SURGERY METABOLIC AND BARIATRIC SURGERY ACCREDITATION AND QUALITY IMPROVEMENT PROGRAM- COMPREHENSIVE CENTER LUNG CANCER ALLIANCE THE JOINT COMMISSION HEALTHGRADES SUMMA HEALTH IS SUMMIT COUNTY'S LARGEST EMPLOYER AND A LEADING ECONOMIC ENGINE FOR THE REGION. SUMMA HEALTH INCLUDES THE FOLLOWING: SUMMA HEALTH SYSTEM: SUMMA HEALTH SYSTEM IS A SINGLE LEGAL ENTITY THAT INCLUDES TWO INPATIENT HOSPITAL CAMPUSES AND SEVERAL AMBULATORY LOCATIONS. SUMMA HEALTH SYSTEM OPERATES THE INPATIENT HOSPITAL LOCATIONS AS WELL AS THE HOSPITAL-BASED OFF-SITE LOCATIONS UNDER THE SAME MEDICARE PROVIDER NUMBER. SUMMA HEALTH EMPLOYS MORE THAN 8,500 INDIVIDUALS WITH SUMMA HEALTH SYSTEM ACCOUNTING FOR THE VAST MAJORITY OF THESE EMPLOYEES. SUMMA HEALTH SYSTEM HAS A MEDICAL STAFF OF MORE THAN 1,000 PROFESSIONALS WORKING ON ITS CAMPUSES. SUMMA HEALTH SYSTEM HAS 814 LICENSED BEDS. THE BUILDINGS AND FACILITIES ON ALL CAMPUSES TOTAL MORE THAN 3 MILLION SQUARE FEET. SUMMA HEALTH SYSTEM- AKRON CAMPUS OFFERS GENERAL MEDICAL, SURGICAL, OBSTETRICAL, TRAUMA AND CRITICAL CARE SERVICES. THE AKRON CAMPUS PROVIDES ACUTE CARE SERVICES AND A WIDE RANGE OF OUTPATIENT SERVICES ON A CAMPUS OF APPROXIMATELY 60 ACRES. AS A LEADER IN MEDICAL EDUCATION, SUMMA HEALTH SYSTEM SUPPORTS THE EDUCATION OF ITS PHYSICIANS AND HEALTHCARE PROFESSIONALS. THE AKRON CAMPUS IS A TEACHING AFFILIATE OF THE NORTHEAST OHIO MEDICAL UNIVERSITY (NEOMED) AND INCLUDES A STAFF OF PHYSICIANS AND ACCREDITED RESIDENCY AND FELLOWSHIP PROGRAMS THAT FOSTER A DYNAMIC MEDICAL ENVIRONMENT. APPROXIMATELY 95 RESIDENTS AND FELLOWS GRADUATE FROM THE INSTITUTION'S MEDICAL EDUCATION PROGRAMS EACH YEAR. THE BARBERTON CAMPUS HAS A FAMILY PRACTICE RESIDENCY PROGRAM AFFILIATED WITH NEOMED ALONG WITH PROVIDING EDUCATIONAL ROTATIONS FOR MEDICAL STUDENTS. SUMMA HEALTH SYSTEM- BARBERTON CAMPUS SUMMA HEALTH SYSTEM- BARBERTON CAMPUS IS A 500,000 SQUARE FOOT ACUTE CARE TEACHING HOSPITAL LOCATED ON NEARLY 16 ACRES, LOCATED APPROXIMATELY 10 MILES SOUTHWEST OF AKRON, OHIO. THE HOSPITAL HAS 159 LICENSED BEDS. THE BARBERTON CAMPUS PROVIDES THE COMMUNITY WITH EASY ACCESS TO COMPREHENSIVE, HIGH-QUALITY CANCER SERVICES AT THE COMMISSION ON CANCER ACCREDITED PARKVIEW PAVILION, AS WELL AS THE FULL SPECTRUM OF CARDIOVASCULAR DISEASE CARE INCLUDING DIAGNOSTIC, INTERVENTIONAL AND SURGICAL SERVICES, A STATE-OF-THE-ART ORTHOPEDIC JOINT REPLACEMENT CENTER OF EXCELLENCE, ALONG WITH A VARIETY OF OUTPATIENT SERVICES. CHARITY CARE IN 2024, SUMMA HEALTH PROVIDED CHARITY CARE AT AN ESTIMATED NET COST OF OVER $14.2 MILLION. THIS AMOUNT REPRESENTS THE NET COST ASSOCIATED WITH PROVIDING THE CARE AND DOES NOT INCLUDE BAD DEBT. PATIENTS WITH INCOME UP TO 250% OF THE FEDERAL POVERTY INCOME GUIDELINES OR WHO HAVE A HOSPITAL BILL THAT EXCEEDS 25% OF THEIR GROSS ANNUAL FAMILY INCOME ARE ELIGIBLE TO APPLY FOR FULLY DISCOUNTED CHARITY CARE ASSISTANCE. IN ADDITION, THERE IS A SLIDING SCALE DISCOUNT PROGRAM FOR THOSE WITH INCOMES BETWEEN 250% AND 400% OF THE FEDERAL POVERTY INCOME GUIDELINES. IN 2024, THE CHARITY CARE PROGRAM (INCLUDING HOSPITAL CARE ASSURANCE PROGRAM) BENEFITED OVER 17,788 PATIENT ENCOUNTERS. MEDICAID SHORTFALL HISTORICALLY, OHIO MEDICAID REIMBURSEMENTS HAVE NOT COVERED THE COST OF PROVIDING THE CARE TO PROGRAM BENEFICIARIES, CREATING A BUDGETARY SHORTFALL. AS ONE OF NORTHEAST OHIO'S TOP PROVIDERS OF HOSPITAL CARE FOR MEDICAID PATIENTS, SUMMA HEALTH'S UNPAID COSTS FOR MEDICAID TOTALED OVER $89 MILLION. BAD DEBT SUMMA HEALTH IS COMMITTED TO PROVIDING QUALITY AND ACCESSIBLE HEALTHCARE. THIS INCLUDES COVERING THE EXPENSE OF PAYMENTS THAT WERE EXPECTED BUT NOT RECEIVED. WHILE SUMMA HEALTH RECOGNIZES BAD DEBT IS PART OF DOING BUSINESS, IT AGREES WITH THE OHIO HOSPITAL ASSOCIATION THAT IT IS IMPORTANT TO REPORT THESE COSTS TO SHOW THE TOTAL PICTURE OF CARE SUMMA HEALTH PROVIDES TO THE COMMUNITY WITHOUT FULL REIMBURSEMENT. IN 2024, THE COST FOR PROVIDING CARE WRITTEN OFF AS A BAD DEBT EXPENSE WAS OVER $17.7 MILLION. COMMUNITY HEALTH IMPROVEMENT SERVICES AN IMPORTANT PART OF SUMMA HEALTH'S MISSION IS OFFERING A PREVENTION AND WELLNESS PROGRAM TO BUILD A HEALTHIER COMMUNITY. IN 2024, SUMMA HEALTH PROVIDED MORE THAN $16.9 MILLION TO HELP FUND HEALTH IMPROVEMENT ACTIVITIES SUCH AS FREE AND LOW-COST HEALTH SCREENING, HEALTH EDUCATION SERVICES AND WELLNESS PROGRAMMING. SUBSIDIZED HEALTH SERVICES SUMMA HEALTH IS COMMITTED TO PROVIDING SUBSIDIZED HEALTH SERVICES - CLINICAL SERVICES THAT MEET AN IDENTIFIED COMMUNITY NEED AND ARE PROVIDED DESPITE FINANCIAL LOSS. VITAL SERVICES SUCH AS THE SUMMA HEALTH SENIOR HEALTH CENTER, SUMMA HEALTH TRAUMATIC STRESS CENTER, THE SUMMA HEALTH DENTAL CLINIC AND OUR DIABETES EDUCATION EFFORTS ARE OFFERED, EVEN THOUGH THEY ARE NOT PROFITABLE. INCOME FROM OTHER SERVICES IS USED TO COVER THESE COSTS. IN 2024, THE COST FOR SUBSIDIZED SERVICES WAS OVER $50 MILLION. FINANCIAL AND IN-KIND DONATIONS ANNUALLY, SUMMA HEALTH CONTRIBUTES FINANCIAL ASSISTANCE AND IN-KIND SERVICES TO SUPPORT COMMUNITY ORGANIZATIONS THAT PROMOTE HEALTH, WELLNESS AND AN IMPROVED QUALITY OF LIFE. FROM NEIGHBORHOOD HEALTH FACILITIES SUCH AS OPEN M AND FAITHFUL SERVANTS CARE CENTER, TO MEDICAL SERVICES AT ATHLETIC EVENTS THROUGHOUT THE COMMUNITY, SUMMA HEALTH PARTICIPATES IN NUMEROUS COMMUNITY PROGRAMS AND HELPS OTHER NONPROFITS FULFILL THEIR MISSIONS. IN 2024, THESE CONTRIBUTIONS WERE MORE THAN $4.4 MILLION. RESEARCH AND INNOVATION A MAJOR GOAL OF THE RESEARCH & INNOVATION GROUP IS TO OFFER OUR PATIENTS ACCESS TO CUTTING-EDGE THERAPIES AND TECHNOLOGIES WITHIN THE COMMUNITY, PARTICULARLY THROUGH CLINICAL TRIALS. THIS NOT ONLY PROVIDES THE BEST CARE FOR OUR PATIENTS, BUT ALSO IMPROVES THE HEALTH OF OUR COMMUNITY. IN 2024, SUMMA CONTRIBUTED A NET COST OF MORE THAN $6.5 MILLION TO EXPLORE POTENTIAL NEW THERAPIES, CARE COORDINATION IMPROVEMENTS AND TREATMENT OPTIONS.
Form 990, Part III, Line 4d Description of other program services	(Expenses $ including grants of $) (CONTINUED) 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 NORTHEAST OHIO MEDICAL UNIVERSITY (NEOMED, A CONSORTIUM OF THE UNIVERSITY OF AKRON, KENT STATE UNIVERSITY AND YOUNGSTOWN STATE UNIVERSITY), AND OFFERS EDUCATION TO NEOMED'S COLLEGES OF MEDICINE AND PHARMACY STUDENTS, AS WELL AS TO MEDICAL STUDENTS FROM SCHOOLS AROUND THE COUNTRY. IN ADDITION, SUMMA HEALTH OFFERS 12 ACCREDITED RESIDENCY TRAINING PROGRAMS, 8 ACCREDITED FELLOWSHIP 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 LOCAL AND NATIONAL UNIVERSITY PARTNERS. IN 2024, APPROXIMATELY 285 RESIDENTS AND FELLOWS TRAINED AT SUMMA HEALTH'S TWO MAIN HOSPITALS. ON AVERAGE, APPROXIMATELY 40% OF THESE RESIDENTS REMAIN IN OUR LOCAL AND SURROUNDING COMMUNITIES. SUMMA HEALTH'S 2024 INVESTMENT IN HEALTH PROFESSIONAL EDUCATION TOTALED NEARLY $30.9 MILLION. SUMMA HEALTH SERVICES: FOLLOWING IS A DESCRIPTION OF SUMMA HEALTH'S NOTABLE ACCOMPLISHMENTS BY PRIMARY SERVICE LINES IN 2024: CRITICAL CARE FOR THE EIGHTH TIME, SUMMA HEALTH RECEIVED THE AMERICA'S 100 BEST HOSPITALS FOR CRITICAL CARE AWARD FROM HEALTHGRADES REPRESENTING SUPERIOR CLINICAL OUTCOMES IN TREATING PULMONARY EMBOLISM, RESPIRATORY SYSTEM FAILURE, SEPSIS AND DIABETIC EMERGENCIES. SUMMA HEALTH RANKED #1 IN THE STATE BY HEALTHGRADES FOR CRITICAL CARE. HEART AND VASCULAR: SUMMA HEALTH HAS BEEN RECOGNIZED BY THE AMERICAN HEART ASSOCIATION FOR MANY AWARDS, INCLUDING GET WITH THE GUIDELINES GOLD PLUS- STROKE AND HEART FAILURE, LIFELINE HEART ATTACK REFERRING/RECEIVING CENTER ACCREDITATION AND STEMI (HEART ATTACK) ACCREDITATION. SUMMA HEALTH RECEIVED THE NCDR CHEST PAIN MI GOLD PERFORMANCE ACHIEVEMENT AWARD FOR 2024 FROM THE AMERICAN COLLEGE OF CARDIOLOGY. FOR THE SECOND CONSECUTIVE YEAR, SUMMA HEALTH WAS RECOGNIZED FOR OUR COMMITMENT AND SUCCESS IN SUSTAINING A TOP-LEVEL STANDARD FOR CARE FOR HEART ATTACK PATIENTS. SUMMA HEALTH IS ONE OF ONLY 61 HOSPITALS NATIONWIDE TO RECEIVE THE GOLD HONOR. THE SUMMA HEALTH HEART AND VASCULAR INSTITUTE HAS BEEN DESIGNATED AS A CAROTID CARE QUALITY CHAMPION BY THE SOCIETY FOR VASCULAR SURGERY VASCULAR QUALITY INITIATIVE (SVS VQI). THIS DISTINGUISHED PROGRAM HONORS HEALTHCARE ORGANIZATIONS ACROSS THE COUNTRY DEDICATED TO IMPROVING THE SAFETY AND EFFECTIVENESS OF VASCULAR CARE THROUGH PARTICIPATION AND ENGAGEMENT IN VQI'S CAROTID ARTERY STENTING AND CAROTID ENDARTERECTOMY REGISTRIES. PARTICIPATION IN THE VQI ALLOWS US TO MONITOR PERFORMANCE, BENCHMARK OUTCOMES AND PROVIDE THE BEST POSSIBLE CARE FOR OUR PATIENTS. NEUROSCIENCE: SUMMA HEALTH SYSTEM - AKRON CAMPUS RECEIVED SEVERAL HEALTHGRADES AWARDS FOR NEUROSCIENCES: * RANKED #1 IN THE STATE FOR NEUROSCIENCES. * RANKED #1 IN THE STATE FOR CRANIAL NEUROSURGERY. * RANKED #1 IN THE STATE FOR STROKE CARE. ONCOLOGY: SUMMA HEALTH IS A LEADER IN CANCER TREATMENT WITH NATIONALLY RECOGNIZED CANCER CENTERS THROUGHOUT NORTHEAST OHIO. SUMMA TREATS MORE THAN 100 CANCER TYPES, SPECIALIZING IN LUNG, BREAST, COLORECTAL, GYNECOLOGICAL AND ORTHOPEDIC. SUMMA HEALTH'S CANCER CENTERS ARE FULLY ACCREDITED BY THE AMERICAN COLLEGE OF SURGEONS COMMISSION ON CANCER (COC). SUMMA HEALTH CANCER INSTITUTE WAS REACCREDITED FROM THE NATIONAL ACCREDITATION PROGRAM FOR RECTAL CANCER (NAPRC), A QUALITY PROGRAM OF THE AMERICAN COLLEGE OF SURGEONS. PULMONARY SUMMA HEALTH RECEIVED THE AMERICA'S 100 BEST HOSPITALS FOR PULMONARY CARE AWARD (SIX YEARS IN A ROW) REPRESENTING SUPERIOR CLINICAL OUTCOMES IN TREATING CHRONIC OBSTRUCTIVE PULMONARY DISEASE (COPD) AND PNEUMONIA.
Form 990, Part III, Line 4d Description of other program services	(Expenses $ including grants of $) (CONTINUED) SYSTEM: FOR THE 21ST CONSECUTIVE YEAR, SUMMA HEALTH WAS NAMED AS ONE OF THE 99 BEST WORKPLACES IN NORTHEAST OHIO, AS DETERMINED IN THE ANNUAL NORTHCOAST 99 AWARDS, SPONSORED BY THE EMPLOYERS RESOURCE COUNCIL. SUMMA HEALTH SYSTEM - AKRON AND BARBERTON CAMPUSES WERE RECIPIENTS OF THE HEALTHGRADES 2025 AMERICA'S 50 BEST HOSPITALS AWARD. THIS PLACES SUMMA HEALTH AMONG THE TOP ONE PERCENT OF ALL HOSPITALS FOR CLINICAL CARE AND PATIENT OUTCOMES ACROSS TREATMENT OF THE MOST COMMON CONDITIONS AND PROCEDURES. SUMMA HEALTH WAS SELECTED BY THE WOMEN'S NETWORK LEADERSHIP INSTITUTE, A PROGRAM OF THE GREATER AKRON CHAMBER, AS THE 2024 DOROTHY O. JACKSON AWARD HONOREE. THIS HONOR REFLECTS OUR ORGANIZATION'S EXCELLENCE AND LEADERSHIP IN THE COMMITMENT TO THE EMPOWERMENT OF WOMEN AND THE PROMOTION OF DIVERSITY IN THE WORKPLACE. SUMMARY ALTHOUGH REIMBURSEMENT FOR SERVICES RENDERED IS CRITICAL TO THE OPERATIONS AND STABILITY OF SUMMA HEALTH, NOT ALL INDIVIDUALS POSSESS THE ABILITY TO PURCHASE ESSENTIAL MEDICAL SERVICES. SUMMA HEALTH PROVIDED SERVICES TO ALL PATIENTS ON A NON-DISCRIMINATORY BASIS AND WITHOUT REGARD TO ANY PATIENT'S ABILITY TO PAY FOR SUCH SERVICES OR THE INDIVIDUAL'S PARTICIPATION IN A GOVERNMENT-SPONSORED OR SUBSIDIZED HEALTHCARE SYSTEM. PATIENTS WERE ENCOURAGED TO APPLY FOR UNCOMPENSATED CARE AND, DEPENDING ON THEIR LEVEL OF INCOME AND NUMBER OF DEPENDENTS, ALL (OR A PORTION) OF THEIR BILL WAS REDUCED. GROSS ANNUAL FAMILY INCOME WAS COMPARED USING A SLIDING SCALE BASED ON THE FEDERAL POVERTY INCOME GUIDELINES TO DETERMINE THE CHARITY DISCOUNT FOR WHICH THE PATIENT MAY BE ELIGIBLE. IN 2024, SUMMA HEALTH PROVIDED CHARITY CARE TO THE INDIGENT (INCLUDING UNREIMBURSED MEDICAID) AT THE COST OF OVER $103 MILLION. THIS AMOUNT DOES NOT INCLUDE SERVICES PROVIDED WRITTEN OFF AS BAD DEBT. IN ADDITION TO UNCOMPENSATED MEDICAL CARE, SUMMA HEALTH PROVIDED WELLNESS PROGRAMS, COMMUNITY EDUCATION PROGRAMS AND SPECIAL PROGRAMS FOR THE ELDERLY, PERSONS WITH DISABILITIES AND THE MEDICALLY UNDERSERVED. SUMMA HEALTH ALSO OPERATED A VARIETY OF BROAD COMMUNITY SUPPORT ACTIVITIES. THESE PROGRAMS WERE OFFERED AT A REDUCED PRICE OR PROVIDED TO THE COMMUNITY FREE OF CHARGE. SUMMA HEALTH OPERATES ITS FACILITIES IN A MANNER CONSISTENT WITH THE COMMUNITY BENEFIT REQUIREMENTS OF REV. RULE 69-545 AND SUBSEQUENT CASE LAW AND IRS GUIDELINES. SUMMA HEALTH'S HOSPITALS PROVIDE EMERGENCY SERVICES WHICH ARE OPEN AND AVAILABLE TO ALL PERSONS OF THE COMMUNITY, REGARDLESS OF THEIR ABILITY TO PAY. THE BOARD OF DIRECTORS CONSISTS OF PERSONS WHO ARE BROADLY REPRESENTATIVE OF THE COMMUNITY AND MEDICAL STAFF. SUMMA HEALTH MEDICAL GROUP- PROGRAM SERVICE ACCOMPLISHMENTS: SUMMA HEALTH MEDICAL GROUP, A SUMMA HEALTH ENTITY, IS A MULTI-SPECIALTY GROUP OF PHYSICIANS, ADVANCED PRACTICE PROVIDERS AND CARE TEAMS IN MEDICAL PRACTICES LOCATED IN THE COMMUNITIES WE SERVE. IN TOTAL, SUMMA HEALTH MEDICAL GROUP EMPLOYS APPROXIMATELY 370 PHYSICIANS AND 1,400 SUPPORT STAFF IN MORE THAN 40 SPECIALTIES AND SUB-SPECIALTIES. SUMMA HEALTH MEDICAL GROUP PROMOTES STRONG AFFILIATION AND EMPLOYMENT OF PHYSICIANS TO ENSURE COMMUNITY AND HOSPITAL NEEDS FOR PHYSICIAN SERVICES ARE MET. AS MEMBERS OF NEWHEALTH COLLABORATIVE, A CLINICIAN-LED ACCOUNTABLE CARE ORGANIZATION, SUMMA HEALTH MEDICAL GROUP PHYSICIANS ARE LEADING THE WAY TOWARD VALUE-BASED HEALTHCARE WITH INITIATIVES SUCH AS THE PATIENT-CENTERED MEDICAL HOME (PCMH) AND MEANINGFUL USE OF HEALTH INFORMATION TECHNOLOGY. SUMMA FOUNDATION - PROGRAM SERVICE ACCOMPLISHMENTS: SUMMA FOUNDATION SUPPORTS PATIENT CARE, MEDICAL EDUCATION AND RESEARCH THROUGH PHILANTHROPY. GENEROUS CONTRIBUTIONS AVERAGE $10 MILLION A YEAR AND HELP SUMMA HEALTH FULFILL ITS MISSION TO PROVIDE THE HIGHEST QUALITY, COMPASSIONATE CARE AND CONTRIBUTE TO A HEALTHIER COMMUNITY. SUMMA FOUNDATION LINKS COMMUNITY SUPPORTERS WITH PHILANTHROPIC PRIORITIES THAT ENHANCE THE DELIVERY OF PATIENT CARE AND EMPOWER CLINICAL EXCELLENCE ACROSS THE ENTIRE SYSTEM. GIFTS SUPPORT PHYSICIAN RESIDENCY PROGRAMS, ADVANCED CERTIFICATIONS FOR NURSES, BEHAVIORAL HEALTH PROGRAMS, GROUNDBREAKING RESEARCH, THE LATEST TECHNOLOGIES FOR DIAGNOSIS AND TREATMENT, CANCER SUPPORT SERVICES, AND HELP RECRUIT AND RETAIN THE REGION'S BEST PHYSICIANS, ASSURING PATIENTS AND FAMILIES A CONTINUUM OF QUALITY CARE FAR INTO THE FUTURE. SUMMA FOUNDATION ALSO COLLABORATES WITH SYSTEM AND CLINICAL LEADERS TO DOCUMENT THE IMPACT OF PHILANTHROPIC INVESTMENTS AND TO SHARE THAT IMPACT WITH DONORS. COMMUNITY BENEFIT AND DIVERSITY: THIS DEPARTMENT LEADS EFFORTS TO ADDRESS HEALTH DISPARITIES AND OTHER IMPORTANT COMMUNITY NEEDS AND RAISE AWARENESS OF HEALTH AND HEALTHCARE ISSUES AFFECTING THE COMMUNITIES SERVED BY SUMMA HEALTH. COMMUNITY BENEFIT AND DIVERSITY PROVIDE WELLNESS AND EDUCATIONAL TOOLS, FACILITATE ECONOMIC DEVELOPMENT PROGRAMS, DEVELOP COMMUNITY PARTNERSHIPS, COMMUNICATE SUMMA HEALTH'S BENEFIT TO THE COMMUNITY AND ENGAGE THE COMMUNITY AND ITS WORKFORCE WITHIN THE SYSTEM AND THROUGHOUT THE REGION. GOVERNMENT RELATIONS: THIS DEPARTMENT IS DEDICATED TO ELEVATING SUMMA HEALTH AS A CREDIBLE HEALTH SYSTEM EXPERT AND PARTNER IN THE PUBLIC POLICY AND REGULATORY PLANNING PROCESS. THIS DEPARTMENT COLLABORATES WITH INTERNAL AND EXTERNAL STAKEHOLDERS TO BEST PROTECT AND PROMOTE SUMMA'S MISSION, SUMMA BUSINESS AND CLINICAL INNOVATION PRIORITIES WITH PUBLIC OFFICIALS AND STAFF.
Form 990, Part V, Line 2a Form 990, Part V, Line 2a and 2b:	THE PARENT ORGANIZATION, SUMMA HEALTH, EIN 34-1887844, IS THE EMPLOYER OF RECORD FOR EMPLOYEES WORKING FOR GROUP RETURN ENTITIES.
Form 990, Part VI, Line 1a	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") - 12 - 8 SUMMA FOUNDATION ("SF") - 23 - 20 SUMMA PHYSICIANS, INC. DBA SUMMA HEALTH MEDICAL GROUP ("SHMG") - 4 - 3 TOTALS FOR GROUP RETURN - 39 - 31 ALL OF THE ORGANIZATIONS LISTED ABOVE ARE SUBORDINATES UNDER THE CONTROL OF SUMMA HEALTH ("SH"). AS OF DECEMBER 31, 2024, SH HAD 12 VOTING DIRECTORS, 8 OF WHOM WERE INDEPENDENT VOTING DIRECTORS.
Form 990, Part VI, Line 2 Family/business relationships amongst interested persons	THE FOLLOWING INDIVIDUALS HAVE A BUSINESS RELATIONSHIP AS BOARD MEMBERS OF AN ENTITY IN WHICH SUMMA HEALTH SYSTEM HAS AN OWNERSHIP INTEREST: SUMMA REHAB HOSPITAL: KATHLEEN BLAKE, AND BENJAMIN P. SUTTON - Business relationship, MIDDLEBURY ASSURANCE COMPANY: T. CLIFFORD DEVENY, MD, ROBERT A. GERBERRY, VIVEK BHALLA, MD, AND DAWN AHNER; SUMMA ACO DBA NEWHEALTH COLLABORATIVE: T. CLIFFORD DEVENY, MD, DAWN AHNER, ROBERT A. GERBERRY, KATHLEEN BLAKE; SUMMA HEALTH SYSTEM CORP: T. CLIFFORD DEVENY, MD, DAWN AHNER, ROBERT A. GERBERRY - Business relationship, SUMMA MANAGEMENT SERVICES ORG.: DAWN AHNER AND ROBERT A. GERBERRY; SUMMA INTEGRATED SERVICES ORG.: DAWN AHNER AND ROBERT A. GERBERRY; SUMMACARE AND SUMMA INSURANCE COMPANY: T. CLIFFORD DEVENY, MD, BENJAMIN P. SUTTON, GEORGE STRICKLER, ROBERT A. GERBERRY, AND DAWN AHNER - Business relationship, T. CLIFFORD DEVENY, MD, PAUL TESTA - Business relationship
Form 990, Part VI, Line 6 Classes of members or stockholders	SUMMA HEALTH SYSTEM: SUMMA HEALTH IS THE SOLE MEMBER OF SUMMA HEALTH SYSTEM. SUMMA FOUNDATION: SUMMA HEALTH IS THE SOLE MEMBER OF SUMMA FOUNDATION. SUMMA PHYSICIANS, INC. DBA SUMMA HEALTH MEDICAL GROUP: 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: THE CODE OF REGULATIONS OF SUMMA HEALTH SYSTEM PROVIDES THAT THOSE DIRECTORS OF SUMMA HEALTH, THE SOLE MEMBER OF SUMMA HEALTH SYSTEM, WOULD BE THE DIRECTORS OF SUMMA HEALTH SYSTEM. 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, THE CHAIR OF THE BOARD OF DIRECTORS OF SUMMA HEALTH, THE PRESIDENT OF SUMMA FOUNDATION, THE PRESIDENT OF THE WOMEN'S BOARD OF SUMMA HEALTH SHALL SERVE AS DIRECTORS OF SUMMA FOUNDATION. SUMMA PHYSICIANS, INC. DBA SUMMA HEALTH MEDICAL GROUP: THE SOLE SHAREHOLDER OF SUMMA PHYSICIANS, INC. IS SUBJECT TO A SHARE CONTROL AGREEMENT WHEREIN WHICH THEY MAY ELECT ONLY PERSONS APPROVED BY SUMMA HEALTH AS DIRECTORS OF SUMMA PHYSICIANS, INC. TO ENSURE SUMMA HEALTH SYSTEM MAINTAINS A SIGNIFICANT VOICE IN THE INVESTMENT POLICIES, GRANT-MAKING POLICIES, AND OTHERWISE IN THE USE OF INCOME AND ASSETS OF SUMMA PHYSICIANS, INC., AT LEAST ONE DIRECTOR OF SUMMA PHYSICIANS, INC. MUST ALSO BE A MEMBER OF SUMMA HEALTH SYSTEM'S BOARD OF DIRECTORS.
Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders	SUMMA HEALTH IS THE SOLE MEMBER OF SUMMA HEALTH SYSTEM. AS THE SOLE MEMBER, SUMMA HEALTH HAS THE POWER AND AUTHORITY TO APPROVE OR DISAPPROVE OF EACH OF THE FOLLOWING ON BEHALF OF SUMMA HEALTH SYSTEM: (I) ANY MODIFICATION OF THE ESSENTIAL NATURE, PURPOSE, MISSION OR OPERATIONS OF THE CORPORATION; (II) APPROVAL OF THE 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) ADOPTION OF STRATEGIC PLANS OF THE CORPORATION; (IX) DETERMINATIONS AS TO THE USE AND OCCUPANCY OF ANY BUILDING OWNED OR LEASED BY THE CORPORATION; (X) 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 (XI) 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) 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 PHYSICIANS, INC. DBA SUMMA HEALTH MEDICAL GROUP: A SHARE CONTROL AGREEMENT AMONG SUMMA HEALTH, SUMMA PHYSICIANS, INC. AND THE SOLE SHAREHOLDER OF SUMMA PHYSICIANS, INC. PROVIDES THAT THE SOLE SHAREHOLDER SHALL VOTE EACH SHARE OF SUMMA PHYSICIANS, INC.'S CAPITAL STOCK NOW OR HEREAFTER OWNED BY THE SHAREHOLDER ON ANY MATTER SUBMITTED FOR A VOTE TO THE SHAREHOLDERS OF SUCH STOCK, ONLY AS APPROVED IN ADVANCE BY SUMMA HEALTH, INCLUDING, BUT NOT LIMITED TO THE MATTERS LISTED BELOW: (A) LEASE, SELL, EXCHANGE, TRANSFER OR OTHERWISE DISPOSE OF ALL OR SUBSTANTIALLY ALL OF THE SUMMA PHYSICIANS, INC.'S ASSETS; (B) BE MERGED, CONSOLIDATED OR OTHERWISE REORGANIZED WITH OR INTO ANY OTHER CORPORATION OR TRADE OR BUSINESS; (C) ISSUE ANY SHARES OF ANY CLASS OF SUMMA PHYSICIANS, INC.'S CAPITAL STOCK (WHETHER FROM TREASURY OR FROM AUTHORIZED BUT UNISSUED SHARES); (D) AMEND OR OTHERWISE MODIFY ITS ARTICLES OF INCORPORATION OR CODE OF REGULATIONS; (E) DISSOLVE (OTHER THAN BY ACTION OF A COURT OF COMPETENT JURISDICTION); OR (F)ENTER INTO ANY AGREEMENT WITH ANY PERSON TO DO ANY OF THE FOREGOING.
Form 990, Part VI, Line 11b Review of form 990 by governing body	THE RETURN WAS REVIEWED IN DETAIL BY AN AD HOC COMMITTEE CONSISTING OF SELECT BOARD MEMBERS WITH FINANCIAL EXPERTISE, EXTERNAL LEGAL COUNSEL, AND EXTERNAL TAX ADVISORS AND CONSULTANTS. THIS DETAILED REVIEW OCCURRED IN OCTOBER AND NOVEMBER 2025. FOLLOWING THIS REVIEW AND INCORPORATION OF CHANGES RECOMMENDED BY THIS COMMITTEE, AND PRIOR TO FILING WITH THE IRS, AN EMAIL WAS SENT TO EACH VOTING MEMBER OF THE BOARD 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, EXECUTIVE LEADERSHIP TEAM MEMBERS, MEDICAL DIRECTORS, QUALITY DIRECTORS, EMPLOYED PHYSICIANS, EMPLOYED ADVANCED PRACTICE PROVIDERS, MEMBERS OF THE AUDIT AND COMPLIANCE, INVESTMENT, FINANCE, GOVERNANCE, COMPENSATION, CREDENTIALING, SAFETY AND QUALITY, COMMUNITY ENGAGEMENT, PHARMACY AND THERAPEUTICS, OPERATING AND VALUE ANALYSIS COMMITTEES AND EMPLOYEES WHO ARE DIRECTORS AND ABOVE FOR COMPLETION. RESPONSES ARE INDIVIDUALLY REVIEWED FOR DETERMINATION OF POTENTIAL CONFLICTS. THOSE RESPONSES DEEMED TO PRESENT POTENTIAL CONFLICTS ARE THEN PRESENTED TO THE COMMITTEE ON GOVERNANCE (SUB-COMMITTEE OF THE SUMMA HEALTH BOARD OF DIRECTORS). THE COMMITTEE ON GOVERNANCE 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.
Form 990, Part VI, Line 15a Process to establish compensation of top management official	EXECUTIVE COMPENSATION: THE COMPENSATION REVIEW IS DELEGATED TO SUMMA HEALTH, WHICH SHARES A COMMON BOARD WITH MEMBERS OF THE GROUP RETURN. THE HUMAN RESOURCES COMMITTEE, (FKA 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 HUMAN RESOURCES COMMITTEE IS AN INDEPENDENT DIRECTOR AND IS NOT AFFILIATED WITH MANAGEMENT. THE HUMAN RESOURCES COMMITTEE ENGAGES OUTSIDE CONSULTING SUPPORT TO PROVIDE INDEPENDENT MARKET DATA, ADVICE AND COUNSEL TO THE HUMAN RESOURCES COMMITTEE. THE HUMAN RESOURCES COMMITTEE HAS USED KORN FERRY, A NATIONALLY RECOGNIZED CONSULTING FIRM, TO ASSIST THEIR EFFORTS. KORN FERRY PROVIDES THE FOLLOWING SERVICES TO THE HUMAN RESOURCES 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 HUMAN RESOURCES COMMITTEE ON MATTERS RELATED TO EXECUTIVE COMPENSATION. THE HUMAN RESOURCES COMMITTEE CONTEMPORANEOUSLY DOCUMENTS ITS DELIBERATIONS AND DECISIONS REGARDING COMPENSATION ARRANGEMENTS FOR EACH POSITION LISTED BELOW. EACH YEAR THE COMPENSATION COMMITTEE REVIEWS AND APPROVES THE COMPENSATION FOR THE FOLLOWING POSITIONS: SUMMA HEALTH: PRESIDENT & CEO EXECUTIVE VP, CHIEF OPERATING OFFICER PROVIDER OPERATIONS SENIOR VICE PRESIDENT, FINANCE AND CFO SENIOR VICE PRESIDENT, CHIEF LEGAL OFFICER & GENERAL COUNSEL SENIOR VP, POST-ACUTE/AT HOME CARE DIVISION & INTEGRATED CARE MANAGEMENT SENIOR VICE PRESIDENT, IT&S & CIO SENIOR VICE PRESIDENT, CHIEF HUMAN RESOURCES OFFICER SENIOR VP, SH POPULATION HEALTH SERVICES/PRESIDENT SUMMA CARE SENIOR VICE PRESIDENT, SYSTEM CHIEF NURSING EXECUTIVE SENIOR VP, MARKETING AND BUSINESS DEVELOPMENT SENIOR VP, CHIEF QUALITY OFFICER PRESIDENT, SUMMA HEALTH SYSTEM HOSPITALS SUMMA FOUNDATION: PRESIDENT, CHIEF DEVELOPMENT OFFICER SUMMA PHYSICIANS, INC. DBA SUMMA HEALTH MEDICAL GROUP: PRESIDENT SUMMA HEALTH MEDICAL GROUP
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	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	All Other - Total Revenue: 5317745, Related or Exempt Function Revenue: 5317745, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ;
Form 990, Part VIII, Line 11d Other Miscellaneous Revenue	All Other - Total Revenue: 8280396, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 8280396;
Form 990, Part XI, Line 8 Prior Period Adjustments	Prior period adjustments are inclusive of change in prior period pledge valuation.
Form 990, Part XI, Line 9 Other changes in net assets or fund balances	PENSION LIABILITY ADJUSTMENT - 4532000; POST RETIREMENT BENEFIT ADJUSTMENT - -56000; NET ASSETS RELEASED FROM(TO) RESTRICTION FOR CAPITAL - 1250000; NET ASSET CONTRIBUTION FROM(TO) AFFILIATED ORGANIZATION - 79511000; OTHER CHANGES IN NET ASSETS - ADJUSTMENTS - -493; CHANGE IN RESTRICTED ACTIVITY - -722428; Total - 84514079;
Form 990, Part XII, Line 2c Change of oversight process or selection process	THE ORGANIZATION HAS NOT CHANGED EITHER ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR.

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

Cat. No. 51056K

Schedule O (Form 990) (Rev. 1-2025)

Additional Data

Software ID:	24020961
Software Version:	2024v5.1

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 OUR PATIENTS AND TO CONTRIBUTE TO A HEALTHIER COMMUNITY.
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	39
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	31
5	Total number of individuals employed in calendar year 2024 (Part V, line 2a) ......	5	8,514
6	Total number of volunteers (estimate if necessary) .............	6	755
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	2,283,721
b	Net unrelated business taxable income from Form 990-T, Part I, line 11 .........	7b	243,422

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	9,620,694	11,138,034
9	Program service revenue (Part VIII, line 2g) .........	1,516,233,180	1,660,509,065
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	812,350	3,511,259
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	21,244,344	19,695,789
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	1,547,910,568	1,694,854,147
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	1,688,555	393,242
14	Benefits paid to or for members (Part IX, column (A), line 4).....	0	0
15	Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)	644,275,797	682,216,870
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....		0
b	Total fundraising expenses (Part IX, column (D), line 25) 2,277,241
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	947,281,554	1,039,982,541
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	1,593,245,906	1,722,592,653
19	Revenue less expenses. Subtract line 18 from line 12.......	-45,335,338	-27,738,506
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	1,825,616,945	1,865,213,665
21	Total liabilities (Part X, line 26).............	1,311,023,498	1,295,977,514
22	Net assets or fund balances. Subtract line 21 from line 20.....	514,593,447	569,236,151

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 664,125,729 including grants of $ ) (Revenue $ 769,262,606 )
	OUTPATIENT SERVICES FOR 2024: SUMMA HEALTH SYSTEM, AND SUMMA PHYSICIANS, INC. DBA SUMMA HEALTH MEDICAL GROUP, PROVIDED OVER 1.6 MILLION OCCASIONS OF SERVICE, INCLUDING 128,661 EMERGENCY DEPARTMENT VISITS, 10,886 OBSERVATION PATIENTS, 16,865 SURGICAL OPERATIONS, AND ALMOST 1.5 MILLION OTHER OUTPATIENT VISITS.

4b	(Code: ) (Expenses $ 489,731,786 including grants of $ ) (Revenue $ 567,260,585 )
	INPATIENT SERVICES FOR 2024: SUMMA HEALTH SYSTEM HAD APPROXIMATELY 670 BEDS IN SERVICE, ADMITTED 34,611 ADULT PATIENTS, AND DELIVERED 4,981 NEWBORNS. THE ADULT PATIENTS RECEIVED 176,991 DAYS OF CARE, INPATIENT SURGERIES TOTALED 7,888, EMERGENCY ADMISSIONS TOTALED 23,282 AND THE AVERAGE LENGTH OF STAY WAS 5.11 DAYS.

4c	(Code: ) (Expenses $ 54,374,019 including grants of $ ) (Revenue $ 15,631,368 )
	RESEARCH/EDUCATION FOR 2024: SUMMA HEALTH HAS A HISTORY OF SPONSORING AND SUPPORTING BASIC AND CLINICAL RESEARCH TO UNDERSTAND DISEASES AND TREATMENT. CENTERS, PROGRAMS AND LABS FACILITATE RESEARCH IN A NUMBER OF MEDICAL FIELDS. SUMMA HEALTH FOSTERS A LEARNING ENVIRONMENT FOR THE NEXT GENERATION OF CAREGIVERS. AT SUMMA HEALTH'S HOSPITALS, APPROXIMATELY 285 RESIDENTS AND FELLOWS TRAIN IN 12 ACCREDITED RESIDENCY PROGRAMS, EIGHT ACCREDITED FELLOWSHIP TRAINING PROGRAMS AND ONE NON-ACCREDITED FELLOWSHIP PROGRAM. SUMMA HEALTH PROVIDES CLINICAL LEARNING EXPERIENCES TO OVER 2,100 NURSING, MEDICAL, PHARMACY, EMERGENCY MEDICAL TECHNICIAN, PARAMEDIC, AND ALLIED HEALTH STUDENTS.

	(Code: ) (Expenses $ 264,609,314 including grants of $ 393,242 ) (Revenue $ 306,499,269 )
	SUMMA HEALTH IS AN INTEGRATED HEALTHCARE DELIVERY SYSTEM THAT PROVIDES COORDINATED, VALUE-BASED CARE ACROSS THE CONTINUUM FOR THE PEOPLE AND POPULATIONS WE SERVE. WE HOLD OURSELVES CLINICALLY AND FINANCIALLY ACCOUNTABLE FOR HEALTH OUTCOMES IN OUR COMMUNITIES. SUMMA HEALTH SERVES HUNDREDS OF THOUSANDS OF PATIENTS EACH YEAR IN COMPREHENSIVE EMERGENCY, ACUTE, CRITICAL, OUTPATIENT AND LONG-TERM/HOMECARE SETTINGS AND REPRESENTS A TOTAL OF 874 LICENSED, INPATIENT BEDS ON THE CAMPUSES OF SUMMA HEALTH SYSTEM AND SUMMA REHAB HOSPITAL. IN ADDITION, OUTPATIENT CARE IS PROVIDED IN MORE THAN 20 COMMUNITY HEALTH CENTERS, URGENT CARE FACILITIES AND EMERGENCY DEPARTMENTS (EDS), SOME INTEGRATED IN THE HEALTHCARE FACILITIES, AND OTHERS ARE FREESTANDING. SUMMA REHAB HOSPITAL IS A JOINT VENTURE IN WHICH SUMMA HEALTH SYSTEM HAS AN INTEREST, AND IS REFERENCED IN THIS DOCUMENT FOR THE PURPOSE OF IDENTIFYING ALL ENTITIES AFFILIATED WITH SUMMA HEALTH. SUMMA'S PROPORTIONATE INTEREST OF THIS JOINT VENTURE'S CHARITY CARE AND OTHER COMMUNITY BENEFITS IS INCLUDED ON SCHEDULE H OF SUMMA HEALTH'S IRS FORM 990 GROUP RETURN. PROVIDING SUPERIOR, MULTI-SPECIALTY PATIENT CARE, MEDICAL RESEARCH AND CONTINUING MEDICAL EDUCATION, SUMMA HEALTH RANKS AS A HIGHLY RECOGNIZED HEALTHCARE PROVIDER IN SEVERAL DISCIPLINES INCLUDING: WEIGHT MANAGEMENT, CARDIOVASCULAR, EMERGENCY, ONCOLOGY, ORTHOPEDICS & SPORTS MEDICINE, SURGERY, PRIMARY CARE, PULMONARY, STROKE, TRAUMA, UROLOGY, WOMEN'S SERVICES AND NURSING BY PRESTIGIOUS ORGANIZATIONS SUCH AS: AMERICAN COLLEGE OF SURGEONS COMMISSION ON CANCER AMERICAN HEART ASSOCIATION AMERICAN STROKE ASSOCIATION NATIONAL ACCREDITATION PROGRAM FOR BREAST CENTERS NATIONAL ACCREDITATION PROGRAM FOR RECTAL CANCER AMERICAN NURSING CREDENTIALING CENTER CENTERS FOR MEDICARE AND MEDICAID SERVICES OHIO PATIENT SAFETY INSTITUTE AMERICAN COLLEGE OF RADIATION AMERICAN SOCIETY FOR METABOLIC AND BARIATRIC SURGERY METABOLIC AND BARIATRIC SURGERY ACCREDITATION AND QUALITY IMPROVEMENT PROGRAM- COMPREHENSIVE CENTER LUNG CANCER ALLIANCE THE JOINT COMMISSION HEALTHGRADES SUMMA HEALTH IS SUMMIT COUNTY'S LARGEST EMPLOYER AND A LEADING ECONOMIC ENGINE FOR THE REGION. SUMMA HEALTH INCLUDES THE FOLLOWING: SUMMA HEALTH SYSTEM: SUMMA HEALTH SYSTEM IS A SINGLE LEGAL ENTITY THAT INCLUDES TWO INPATIENT HOSPITAL CAMPUSES AND SEVERAL AMBULATORY LOCATIONS. SUMMA HEALTH SYSTEM OPERATES THE INPATIENT HOSPITAL LOCATIONS AS WELL AS THE HOSPITAL-BASED OFF-SITE LOCATIONS UNDER THE SAME MEDICARE PROVIDER NUMBER. SUMMA HEALTH EMPLOYS MORE THAN 8,500 INDIVIDUALS WITH SUMMA HEALTH SYSTEM ACCOUNTING FOR THE VAST MAJORITY OF THESE EMPLOYEES. SUMMA HEALTH SYSTEM HAS A MEDICAL STAFF OF MORE THAN 1,000 PROFESSIONALS WORKING ON ITS CAMPUSES. SUMMA HEALTH SYSTEM HAS 814 LICENSED BEDS. THE BUILDINGS AND FACILITIES ON ALL CAMPUSES TOTAL MORE THAN 3 MILLION SQUARE FEET. SUMMA HEALTH SYSTEM- AKRON CAMPUS OFFERS GENERAL MEDICAL, SURGICAL, OBSTETRICAL, TRAUMA AND CRITICAL CARE SERVICES. THE AKRON CAMPUS PROVIDES ACUTE CARE SERVICES AND A WIDE RANGE OF OUTPATIENT SERVICES ON A CAMPUS OF APPROXIMATELY 60 ACRES. AS A LEADER IN MEDICAL EDUCATION, SUMMA HEALTH SYSTEM SUPPORTS THE EDUCATION OF ITS PHYSICIANS AND HEALTHCARE PROFESSIONALS. THE AKRON CAMPUS IS A TEACHING AFFILIATE OF THE NORTHEAST OHIO MEDICAL UNIVERSITY (NEOMED) AND INCLUDES A STAFF OF PHYSICIANS AND ACCREDITED RESIDENCY AND FELLOWSHIP PROGRAMS THAT FOSTER A DYNAMIC MEDICAL ENVIRONMENT. APPROXIMATELY 95 RESIDENTS AND FELLOWS GRADUATE FROM THE INSTITUTION'S MEDICAL EDUCATION PROGRAMS EACH YEAR. THE BARBERTON CAMPUS HAS A FAMILY PRACTICE RESIDENCY PROGRAM AFFILIATED WITH NEOMED ALONG WITH PROVIDING EDUCATIONAL ROTATIONS FOR MEDICAL STUDENTS. SUMMA HEALTH SYSTEM- BARBERTON CAMPUS SUMMA HEALTH SYSTEM- BARBERTON CAMPUS IS A 500,000 SQUARE FOOT ACUTE CARE TEACHING HOSPITAL LOCATED ON NEARLY 16 ACRES, LOCATED APPROXIMATELY 10 MILES SOUTHWEST OF AKRON, OHIO. THE HOSPITAL HAS 159 LICENSED BEDS. THE BARBERTON CAMPUS PROVIDES THE COMMUNITY WITH EASY ACCESS TO COMPREHENSIVE, HIGH-QUALITY CANCER SERVICES AT THE COMMISSION ON CANCER ACCREDITED PARKVIEW PAVILION, AS WELL AS THE FULL SPECTRUM OF CARDIOVASCULAR DISEASE CARE INCLUDING DIAGNOSTIC, INTERVENTIONAL AND SURGICAL SERVICES, A STATE-OF-THE-ART ORTHOPEDIC JOINT REPLACEMENT CENTER OF EXCELLENCE, ALONG WITH A VARIETY OF OUTPATIENT SERVICES. CHARITY CARE IN 2024, SUMMA HEALTH PROVIDED CHARITY CARE AT AN ESTIMATED NET COST OF OVER $14.2 MILLION. THIS AMOUNT REPRESENTS THE NET COST ASSOCIATED WITH PROVIDING THE CARE AND DOES NOT INCLUDE BAD DEBT. PATIENTS WITH INCOME UP TO 250% OF THE FEDERAL POVERTY INCOME GUIDELINES OR WHO HAVE A HOSPITAL BILL THAT EXCEEDS 25% OF THEIR GROSS ANNUAL FAMILY INCOME ARE ELIGIBLE TO APPLY FOR FULLY DISCOUNTED CHARITY CARE ASSISTANCE. IN ADDITION, THERE IS A SLIDING SCALE DISCOUNT PROGRAM FOR THOSE WITH INCOMES BETWEEN 250% AND 400% OF THE FEDERAL POVERTY INCOME GUIDELINES. IN 2024, THE CHARITY CARE PROGRAM (INCLUDING HOSPITAL CARE ASSURANCE PROGRAM) BENEFITED OVER 17,788 PATIENT ENCOUNTERS. MEDICAID SHORTFALL HISTORICALLY, OHIO MEDICAID REIMBURSEMENTS HAVE NOT COVERED THE COST OF PROVIDING THE CARE TO PROGRAM BENEFICIARIES, CREATING A BUDGETARY SHORTFALL. AS ONE OF NORTHEAST OHIO'S TOP PROVIDERS OF HOSPITAL CARE FOR MEDICAID PATIENTS, SUMMA HEALTH'S UNPAID COSTS FOR MEDICAID TOTALED OVER $89 MILLION. BAD DEBT SUMMA HEALTH IS COMMITTED TO PROVIDING QUALITY AND ACCESSIBLE HEALTHCARE. THIS INCLUDES COVERING THE EXPENSE OF PAYMENTS THAT WERE EXPECTED BUT NOT RECEIVED. WHILE SUMMA HEALTH RECOGNIZES BAD DEBT IS PART OF DOING BUSINESS, IT AGREES WITH THE OHIO HOSPITAL ASSOCIATION THAT IT IS IMPORTANT TO REPORT THESE COSTS TO SHOW THE TOTAL PICTURE OF CARE SUMMA HEALTH PROVIDES TO THE COMMUNITY WITHOUT FULL REIMBURSEMENT. IN 2024, THE COST FOR PROVIDING CARE WRITTEN OFF AS A BAD DEBT EXPENSE WAS OVER $17.7 MILLION. COMMUNITY HEALTH IMPROVEMENT SERVICES AN IMPORTANT PART OF SUMMA HEALTH'S MISSION IS OFFERING A PREVENTION AND WELLNESS PROGRAM TO BUILD A HEALTHIER COMMUNITY. IN 2024, SUMMA HEALTH PROVIDED MORE THAN $16.9 MILLION TO HELP FUND HEALTH IMPROVEMENT ACTIVITIES SUCH AS FREE AND LOW-COST HEALTH SCREENING, HEALTH EDUCATION SERVICES AND WELLNESS PROGRAMMING. SUBSIDIZED HEALTH SERVICES SUMMA HEALTH IS COMMITTED TO PROVIDING SUBSIDIZED HEALTH SERVICES - CLINICAL SERVICES THAT MEET AN IDENTIFIED COMMUNITY NEED AND ARE PROVIDED DESPITE FINANCIAL LOSS. VITAL SERVICES SUCH AS THE SUMMA HEALTH SENIOR HEALTH CENTER, SUMMA HEALTH TRAUMATIC STRESS CENTER, THE SUMMA HEALTH DENTAL CLINIC AND OUR DIABETES EDUCATION EFFORTS ARE OFFERED, EVEN THOUGH THEY ARE NOT PROFITABLE. INCOME FROM OTHER SERVICES IS USED TO COVER THESE COSTS. IN 2024, THE COST FOR SUBSIDIZED SERVICES WAS OVER $50 MILLION. FINANCIAL AND IN-KIND DONATIONS ANNUALLY, SUMMA HEALTH CONTRIBUTES FINANCIAL ASSISTANCE AND IN-KIND SERVICES TO SUPPORT COMMUNITY ORGANIZATIONS THAT PROMOTE HEALTH, WELLNESS AND AN IMPROVED QUALITY OF LIFE. FROM NEIGHBORHOOD HEALTH FACILITIES SUCH AS OPEN M AND FAITHFUL SERVANTS CARE CENTER, TO MEDICAL SERVICES AT ATHLETIC EVENTS THROUGHOUT THE COMMUNITY, SUMMA HEALTH PARTICIPATES IN NUMEROUS COMMUNITY PROGRAMS AND HELPS OTHER NONPROFITS FULFILL THEIR MISSIONS. IN 2024, THESE CONTRIBUTIONS WERE MORE THAN $4.4 MILLION. RESEARCH AND INNOVATION A MAJOR GOAL OF THE RESEARCH & INNOVATION GROUP IS TO OFFER OUR PATIENTS ACCESS TO CUTTING-EDGE THERAPIES AND TECHNOLOGIES WITHIN THE COMMUNITY, PARTICULARLY THROUGH CLINICAL TRIALS. THIS NOT ONLY PROVIDES THE BEST CARE FOR OUR PATIENTS, BUT ALSO IMPROVES THE HEALTH OF OUR COMMUNITY. IN 2024, SUMMA CONTRIBUTED A NET COST OF MORE THAN $6.5 MILLION TO EXPLORE POTENTIAL NEW THERAPIES, CARE COORDINATION IMPROVEMENTS AND TREATMENT OPTIONS.

	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )
	(CONTINUED) 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 NORTHEAST OHIO MEDICAL UNIVERSITY (NEOMED, A CONSORTIUM OF THE UNIVERSITY OF AKRON, KENT STATE UNIVERSITY AND YOUNGSTOWN STATE UNIVERSITY), AND OFFERS EDUCATION TO NEOMED'S COLLEGES OF MEDICINE AND PHARMACY STUDENTS, AS WELL AS TO MEDICAL STUDENTS FROM SCHOOLS AROUND THE COUNTRY. IN ADDITION, SUMMA HEALTH OFFERS 12 ACCREDITED RESIDENCY TRAINING PROGRAMS, 8 ACCREDITED FELLOWSHIP 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 LOCAL AND NATIONAL UNIVERSITY PARTNERS. IN 2024, APPROXIMATELY 285 RESIDENTS AND FELLOWS TRAINED AT SUMMA HEALTH'S TWO MAIN HOSPITALS. ON AVERAGE, APPROXIMATELY 40% OF THESE RESIDENTS REMAIN IN OUR LOCAL AND SURROUNDING COMMUNITIES. SUMMA HEALTH'S 2024 INVESTMENT IN HEALTH PROFESSIONAL EDUCATION TOTALED NEARLY $30.9 MILLION. SUMMA HEALTH SERVICES: FOLLOWING IS A DESCRIPTION OF SUMMA HEALTH'S NOTABLE ACCOMPLISHMENTS BY PRIMARY SERVICE LINES IN 2024: CRITICAL CARE FOR THE EIGHTH TIME, SUMMA HEALTH RECEIVED THE AMERICA'S 100 BEST HOSPITALS FOR CRITICAL CARE AWARD FROM HEALTHGRADES REPRESENTING SUPERIOR CLINICAL OUTCOMES IN TREATING PULMONARY EMBOLISM, RESPIRATORY SYSTEM FAILURE, SEPSIS AND DIABETIC EMERGENCIES. SUMMA HEALTH RANKED #1 IN THE STATE BY HEALTHGRADES FOR CRITICAL CARE. HEART AND VASCULAR: SUMMA HEALTH HAS BEEN RECOGNIZED BY THE AMERICAN HEART ASSOCIATION FOR MANY AWARDS, INCLUDING GET WITH THE GUIDELINES GOLD PLUS- STROKE AND HEART FAILURE, LIFELINE HEART ATTACK REFERRING/RECEIVING CENTER ACCREDITATION AND STEMI (HEART ATTACK) ACCREDITATION. SUMMA HEALTH RECEIVED THE NCDR CHEST PAIN MI GOLD PERFORMANCE ACHIEVEMENT AWARD FOR 2024 FROM THE AMERICAN COLLEGE OF CARDIOLOGY. FOR THE SECOND CONSECUTIVE YEAR, SUMMA HEALTH WAS RECOGNIZED FOR OUR COMMITMENT AND SUCCESS IN SUSTAINING A TOP-LEVEL STANDARD FOR CARE FOR HEART ATTACK PATIENTS. SUMMA HEALTH IS ONE OF ONLY 61 HOSPITALS NATIONWIDE TO RECEIVE THE GOLD HONOR. THE SUMMA HEALTH HEART AND VASCULAR INSTITUTE HAS BEEN DESIGNATED AS A CAROTID CARE QUALITY CHAMPION BY THE SOCIETY FOR VASCULAR SURGERY VASCULAR QUALITY INITIATIVE (SVS VQI). THIS DISTINGUISHED PROGRAM HONORS HEALTHCARE ORGANIZATIONS ACROSS THE COUNTRY DEDICATED TO IMPROVING THE SAFETY AND EFFECTIVENESS OF VASCULAR CARE THROUGH PARTICIPATION AND ENGAGEMENT IN VQI'S CAROTID ARTERY STENTING AND CAROTID ENDARTERECTOMY REGISTRIES. PARTICIPATION IN THE VQI ALLOWS US TO MONITOR PERFORMANCE, BENCHMARK OUTCOMES AND PROVIDE THE BEST POSSIBLE CARE FOR OUR PATIENTS. NEUROSCIENCE: SUMMA HEALTH SYSTEM - AKRON CAMPUS RECEIVED SEVERAL HEALTHGRADES AWARDS FOR NEUROSCIENCES: * RANKED #1 IN THE STATE FOR NEUROSCIENCES. * RANKED #1 IN THE STATE FOR CRANIAL NEUROSURGERY. * RANKED #1 IN THE STATE FOR STROKE CARE. ONCOLOGY: SUMMA HEALTH IS A LEADER IN CANCER TREATMENT WITH NATIONALLY RECOGNIZED CANCER CENTERS THROUGHOUT NORTHEAST OHIO. SUMMA TREATS MORE THAN 100 CANCER TYPES, SPECIALIZING IN LUNG, BREAST, COLORECTAL, GYNECOLOGICAL AND ORTHOPEDIC. SUMMA HEALTH'S CANCER CENTERS ARE FULLY ACCREDITED BY THE AMERICAN COLLEGE OF SURGEONS COMMISSION ON CANCER (COC). SUMMA HEALTH CANCER INSTITUTE WAS REACCREDITED FROM THE NATIONAL ACCREDITATION PROGRAM FOR RECTAL CANCER (NAPRC), A QUALITY PROGRAM OF THE AMERICAN COLLEGE OF SURGEONS. PULMONARY SUMMA HEALTH RECEIVED THE AMERICA'S 100 BEST HOSPITALS FOR PULMONARY CARE AWARD (SIX YEARS IN A ROW) REPRESENTING SUPERIOR CLINICAL OUTCOMES IN TREATING CHRONIC OBSTRUCTIVE PULMONARY DISEASE (COPD) AND PNEUMONIA.

	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )
	(CONTINUED) SYSTEM: FOR THE 21ST CONSECUTIVE YEAR, SUMMA HEALTH WAS NAMED AS ONE OF THE 99 BEST WORKPLACES IN NORTHEAST OHIO, AS DETERMINED IN THE ANNUAL NORTHCOAST 99 AWARDS, SPONSORED BY THE EMPLOYERS RESOURCE COUNCIL. SUMMA HEALTH SYSTEM - AKRON AND BARBERTON CAMPUSES WERE RECIPIENTS OF THE HEALTHGRADES 2025 AMERICA'S 50 BEST HOSPITALS AWARD. THIS PLACES SUMMA HEALTH AMONG THE TOP ONE PERCENT OF ALL HOSPITALS FOR CLINICAL CARE AND PATIENT OUTCOMES ACROSS TREATMENT OF THE MOST COMMON CONDITIONS AND PROCEDURES. SUMMA HEALTH WAS SELECTED BY THE WOMEN'S NETWORK LEADERSHIP INSTITUTE, A PROGRAM OF THE GREATER AKRON CHAMBER, AS THE 2024 DOROTHY O. JACKSON AWARD HONOREE. THIS HONOR REFLECTS OUR ORGANIZATION'S EXCELLENCE AND LEADERSHIP IN THE COMMITMENT TO THE EMPOWERMENT OF WOMEN AND THE PROMOTION OF DIVERSITY IN THE WORKPLACE. SUMMARY ALTHOUGH REIMBURSEMENT FOR SERVICES RENDERED IS CRITICAL TO THE OPERATIONS AND STABILITY OF SUMMA HEALTH, NOT ALL INDIVIDUALS POSSESS THE ABILITY TO PURCHASE ESSENTIAL MEDICAL SERVICES. SUMMA HEALTH PROVIDED SERVICES TO ALL PATIENTS ON A NON-DISCRIMINATORY BASIS AND WITHOUT REGARD TO ANY PATIENT'S ABILITY TO PAY FOR SUCH SERVICES OR THE INDIVIDUAL'S PARTICIPATION IN A GOVERNMENT-SPONSORED OR SUBSIDIZED HEALTHCARE SYSTEM. PATIENTS WERE ENCOURAGED TO APPLY FOR UNCOMPENSATED CARE AND, DEPENDING ON THEIR LEVEL OF INCOME AND NUMBER OF DEPENDENTS, ALL (OR A PORTION) OF THEIR BILL WAS REDUCED. GROSS ANNUAL FAMILY INCOME WAS COMPARED USING A SLIDING SCALE BASED ON THE FEDERAL POVERTY INCOME GUIDELINES TO DETERMINE THE CHARITY DISCOUNT FOR WHICH THE PATIENT MAY BE ELIGIBLE. IN 2024, SUMMA HEALTH PROVIDED CHARITY CARE TO THE INDIGENT (INCLUDING UNREIMBURSED MEDICAID) AT THE COST OF OVER $103 MILLION. THIS AMOUNT DOES NOT INCLUDE SERVICES PROVIDED WRITTEN OFF AS BAD DEBT. IN ADDITION TO UNCOMPENSATED MEDICAL CARE, SUMMA HEALTH PROVIDED WELLNESS PROGRAMS, COMMUNITY EDUCATION PROGRAMS AND SPECIAL PROGRAMS FOR THE ELDERLY, PERSONS WITH DISABILITIES AND THE MEDICALLY UNDERSERVED. SUMMA HEALTH ALSO OPERATED A VARIETY OF BROAD COMMUNITY SUPPORT ACTIVITIES. THESE PROGRAMS WERE OFFERED AT A REDUCED PRICE OR PROVIDED TO THE COMMUNITY FREE OF CHARGE. SUMMA HEALTH OPERATES ITS FACILITIES IN A MANNER CONSISTENT WITH THE COMMUNITY BENEFIT REQUIREMENTS OF REV. RULE 69-545 AND SUBSEQUENT CASE LAW AND IRS GUIDELINES. SUMMA HEALTH'S HOSPITALS PROVIDE EMERGENCY SERVICES WHICH ARE OPEN AND AVAILABLE TO ALL PERSONS OF THE COMMUNITY, REGARDLESS OF THEIR ABILITY TO PAY. THE BOARD OF DIRECTORS CONSISTS OF PERSONS WHO ARE BROADLY REPRESENTATIVE OF THE COMMUNITY AND MEDICAL STAFF. SUMMA HEALTH MEDICAL GROUP- PROGRAM SERVICE ACCOMPLISHMENTS: SUMMA HEALTH MEDICAL GROUP, A SUMMA HEALTH ENTITY, IS A MULTI-SPECIALTY GROUP OF PHYSICIANS, ADVANCED PRACTICE PROVIDERS AND CARE TEAMS IN MEDICAL PRACTICES LOCATED IN THE COMMUNITIES WE SERVE. IN TOTAL, SUMMA HEALTH MEDICAL GROUP EMPLOYS APPROXIMATELY 370 PHYSICIANS AND 1,400 SUPPORT STAFF IN MORE THAN 40 SPECIALTIES AND SUB-SPECIALTIES. SUMMA HEALTH MEDICAL GROUP PROMOTES STRONG AFFILIATION AND EMPLOYMENT OF PHYSICIANS TO ENSURE COMMUNITY AND HOSPITAL NEEDS FOR PHYSICIAN SERVICES ARE MET. AS MEMBERS OF NEWHEALTH COLLABORATIVE, A CLINICIAN-LED ACCOUNTABLE CARE ORGANIZATION, SUMMA HEALTH MEDICAL GROUP PHYSICIANS ARE LEADING THE WAY TOWARD VALUE-BASED HEALTHCARE WITH INITIATIVES SUCH AS THE PATIENT-CENTERED MEDICAL HOME (PCMH) AND MEANINGFUL USE OF HEALTH INFORMATION TECHNOLOGY. SUMMA FOUNDATION - PROGRAM SERVICE ACCOMPLISHMENTS: SUMMA FOUNDATION SUPPORTS PATIENT CARE, MEDICAL EDUCATION AND RESEARCH THROUGH PHILANTHROPY. GENEROUS CONTRIBUTIONS AVERAGE $10 MILLION A YEAR AND HELP SUMMA HEALTH FULFILL ITS MISSION TO PROVIDE THE HIGHEST QUALITY, COMPASSIONATE CARE AND CONTRIBUTE TO A HEALTHIER COMMUNITY. SUMMA FOUNDATION LINKS COMMUNITY SUPPORTERS WITH PHILANTHROPIC PRIORITIES THAT ENHANCE THE DELIVERY OF PATIENT CARE AND EMPOWER CLINICAL EXCELLENCE ACROSS THE ENTIRE SYSTEM. GIFTS SUPPORT PHYSICIAN RESIDENCY PROGRAMS, ADVANCED CERTIFICATIONS FOR NURSES, BEHAVIORAL HEALTH PROGRAMS, GROUNDBREAKING RESEARCH, THE LATEST TECHNOLOGIES FOR DIAGNOSIS AND TREATMENT, CANCER SUPPORT SERVICES, AND HELP RECRUIT AND RETAIN THE REGION'S BEST PHYSICIANS, ASSURING PATIENTS AND FAMILIES A CONTINUUM OF QUALITY CARE FAR INTO THE FUTURE. SUMMA FOUNDATION ALSO COLLABORATES WITH SYSTEM AND CLINICAL LEADERS TO DOCUMENT THE IMPACT OF PHILANTHROPIC INVESTMENTS AND TO SHARE THAT IMPACT WITH DONORS. COMMUNITY BENEFIT AND DIVERSITY: THIS DEPARTMENT LEADS EFFORTS TO ADDRESS HEALTH DISPARITIES AND OTHER IMPORTANT COMMUNITY NEEDS AND RAISE AWARENESS OF HEALTH AND HEALTHCARE ISSUES AFFECTING THE COMMUNITIES SERVED BY SUMMA HEALTH. COMMUNITY BENEFIT AND DIVERSITY PROVIDE WELLNESS AND EDUCATIONAL TOOLS, FACILITATE ECONOMIC DEVELOPMENT PROGRAMS, DEVELOP COMMUNITY PARTNERSHIPS, COMMUNICATE SUMMA HEALTH'S BENEFIT TO THE COMMUNITY AND ENGAGE THE COMMUNITY AND ITS WORKFORCE WITHIN THE SYSTEM AND THROUGHOUT THE REGION. GOVERNMENT RELATIONS: THIS DEPARTMENT IS DEDICATED TO ELEVATING SUMMA HEALTH AS A CREDIBLE HEALTH SYSTEM EXPERT AND PARTNER IN THE PUBLIC POLICY AND REGULATORY PLANNING PROCESS. THIS DEPARTMENT COLLABORATES WITH INTERNAL AND EXTERNAL STAKEHOLDERS TO BEST PROTECT AND PROMOTE SUMMA'S MISSION, SUMMA BUSINESS AND CLINICAL INNOVATION PRIORITIES WITH PUBLIC OFFICIALS AND STAFF.

4d	Other program services (Describe in Schedule O.)
	(Expenses $ 264,609,314 including grants of $ 393,242 ) (Revenue $ 306,499,269 )
4e	Total program service expenses1,472,840,848

1b	Sub-Total..............
c	Total from continuation sheets to Part VII, Section A..
d	Total (add lines 1b and 1c).........	11,953,286	6,096,074	1,108,103

(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

1a	Federated campaigns..		1a
b	Membership dues..		1b
c	Fundraising events..		1c
d	Related organizations		1d
e	Government grants (contributions)		1e	7,273,992

f	All other contributions, gifts, grants, and similar amounts not included above		1f	3,864,042

g	Noncash contributions included in lines 1a - 1f:$		1g

h Total. Add lines 1a-1f.......		11,138,034

		Business Code
2a	PATIENT SVCS LESS BD	620000	1,334,308,874	1,334,308,874
b	PROGRAM RELATED INVESTMENTS	901101	7,783,219	7,495,959	287,260
c	PHARMACY REVENUE	620000	231,913,206	231,913,206
d	LAB REVENUE	620000	1,567,977		1,567,977
e	SHMG PRACTICE SUPPORT	620000	79,618,044	79,618,044
f	All other program service revenue.		5,317,745	5,317,745	0	0
g	Total. Add lines 2a–2f .....		1,660,509,065

3 Investment income (including dividends, interest, and othersimilar amounts) ......			406			406
4 Income from investment of tax-exempt bond proceeds
5 Royalties...........
			(i) Real	(ii) Personal
6a	Gross rents	6a	1,792,813
b	Less: rental expenses	6b	842,972
c	Rental income or (loss)	6c	949,841	0
d	Net rental income or (loss).......			949,841			949,841
			(i) Securities	(ii) Other
7a	Gross amount from sales of assets other than inventory	7a	0	5,374,906
b	Less: cost or other basis and sales expenses	7b	248,501	1,615,552
c	Gain or (loss)	7c	-248,501	3,759,354
d	Net gain or (loss).........			3,510,853			3,510,853
8a	Gross income from fundraising events (not including $ of contributions reported on line 1c). See Part IV, line 18 ....
			8a
b	Less: direct expenses ...		8b
c	Net income or (loss) from fundraising events..
9a	Gross income from gaming activities. See Part IV, line 19 ...
			9a
b	Less: direct expenses ...		9b
c	Net income or (loss) from gaming activities..
10a	Gross sales of inventory, less returns and allowances ..
			10a
b	Less: cost of goods sold ..		10b
c	Net income or (loss) from sales of inventory..

Business Code
11a	CAFETERIA SALES		722511	5,539,224			5,539,224
b	PARKING		812930	2,413,663			2,413,663
c	WELLNESS INSTITUTE		810000	2,512,665		428,484	2,084,181
d	All other revenue ....			8,280,396	0	0	8,280,396
e	Total. Add lines 11a–11d ......			18,745,948
12	Total revenue. See instructions.....			1,694,854,147	1,658,653,828	2,283,721	22,778,564

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....	393,242	393,242
2	Grants and other assistance to domestic individuals. See Part IV, line 22 ...........
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 ...........	3,174,410	2,567,463	606,947
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........	64,419	52,102	12,317
7	Other salaries and wages........	570,256,830	459,971,449	108,737,068	1,548,313
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	4,552,790	3,636,803	859,739	56,248
9	Other employee benefits .......	67,770,121	54,615,665	12,911,121	243,335
10	Payroll taxes ...........	36,398,300	29,354,330	6,939,352	104,618
11	Fees for services (non-employees):
a	Management ......	2,628,000	2,125,526	502,474
b	Legal .........
c	Accounting ...........	232,830		232,830
d	Lobbying ...........	4,579		4,579
e	Professional fundraising services. See Part IV, line 17
f	Investment management fees ......
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)	147,629,539	116,509,572	31,116,116	3,851
12	Advertising and promotion ....	59,613	45,872	10,844	2,897
13	Office expenses .......	9,710,340	7,724,649	1,826,104	159,587
14	Information technology ......	1,343,645	1,082,979	256,016	4,650
15	Royalties ..
16	Occupancy ...........	16,759,406	13,555,008	3,204,398
17	Travel ............	328,131	262,814	62,129	3,188
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .
19	Conferences, conventions, and meetings ....	1,097,458	874,861	206,817	15,780
20	Interest ...........	35,689,051	28,865,304	6,823,747
21	Payments to affiliates .......
22	Depreciation, depletion, and amortization ..	53,516,372	43,284,042	10,232,330
23	Insurance ...	12,949,649	10,473,675	2,475,974
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	441,711,803	441,718,915		-7,112
b	MANAGEMENT FEES	207,205,025	167,587,424	39,617,601
c	SHMG PRACTICE SUPPORT	79,215,073	64,069,151	15,145,922
d	TAXES AND FRANCHISE FEE	34,118,083	27,594,706	6,523,377
e	All other expenses	-4,216,056	-3,524,704	-833,238	141,886
25	Total functional expenses. Add lines 1 through 24e	1,722,592,653	1,472,840,848	247,474,564	2,277,241
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).

1	Cash–non-interest-bearing ........			99,871	1	95,848
2	Savings and temporary cash investments .........			5,214,728	2	4,805,979
3	Pledges and grants receivable, net ......				3
4	Accounts receivable, net .............			223,651,190	4	195,992,143
5	Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
				0	5	0
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
				0	6	0
7	Notes and loans receivable, net ...........			477,293	7	448,267
8	Inventories for sale or use ............			29,867,152	8	33,901,796
9	Prepaid expenses and deferred charges ......			18,847,630	9	21,260,357
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	1,456,662,445
b	Less: accumulated depreciation	10b	771,631,053	696,155,822	10c	685,031,392
11	Investments—publicly traded securities .				11
12	Investments—other securities. See Part IV, line 11 .....			0	12
13	Investments—program-related. See Part IV, line 11 ..			11,493,194	13	11,528,829
14	Intangible assets ...............			2,228,740	14	2,228,740
15	Other assets. See Part IV, line 11 ...........			837,581,325	15	909,920,314
16	Total assets. Add lines 1 through 15 (must equal line 33)...			1,825,616,945	16	1,865,213,665

17	Accounts payable and accrued expenses .....	69,215,568	17	59,370,710
18	Grants payable ...		18
19	Deferred revenue .........	2,838,994	19	2,868,501
20	Tax-exempt bond liabilities .........	545,779,834	20	533,398,381
21	Escrow or custodial account liability. Complete Part IV of Schedule D		21
22	Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
		0	22	0
23	Secured mortgages and notes payable to unrelated third parties ..		23
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	693,189,102	25	700,339,922
26	Total liabilities. Add lines 17 through 25..	1,311,023,498	26	1,295,977,514

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........	514,413,348	27	569,056,052
28	Net assets with donor restrictions ...........	180,099	28	180,099
	Organizations that do not follow FASB ASC 958, check here and complete lines 29 through 33.
29	Capital stock or trust principal, or current funds .....		29
30	Paid-in or capital surplus, or land, building or equipment fund ...		30
31	Retained earnings, endowment, accumulated income, or other funds		31
32	Total net assets or fund balances ...........	514,593,447	32	569,236,151
33	Total liabilities and net assets/fund balances ........	1,825,616,945	33	1,865,213,665

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 separately 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; don't 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 separately file Form 5713, International Boycott Report (see Instructions for Form 5713; don't 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) MEDINA-SUMMIT AMBULATORY SURGERY CENTER LLC 1077 GORGE BLVD AKRON,OH443042408 34-0714755	SURGERY CENTER	OH	5,293,000	3,489,000	SUMMA HEALTH SYSTEM
(2) SUMMA HEALTH OUTPATIENT SERVICES LLC 1077 GORGE BLVD AKRON,OH443042408 34-0714755	INFUSION CENTER	OH	26,196,645	1,011,015	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)AKRON PHYSICIAN WELLNESS INITIATIVE C/O ONE PERKINS SQUARE AKRON,OH44308 85-3039796	PHYSICIAN WELLNESS INITIATIVES	OH	501(c)(3)	7	NA		No

(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	(k) Percentage ownership
(1) SUMMA REHAB HOSPITAL LLC 29 NORTH ADAMS STREET AKRON,OH44034 27-1952573	REHAB HOSPITAL	OH	SUMMA HEALTH SYSTEM	Related	16,566,160	7,231,640		No			No	52 %
(2) SUMMA HHAH HOLDINGS LLC C/O 1077 GORGE BLVD AKRON,OH44310 82-3600079	HOME HEALTH AND HOSPICE	OH	SUMMA HEALTH SYSTEM	Related	26,983,800	7,387,200		No			No	60 %

(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	2,837,366	FMV
(2) Summacare Inc	L	60,875,017	FMV
(3) Summacare Inc	L	10,706,021	FMV
(4) Summa Insurance Company Inc	L	15,564,487	FMV
(5) Summa Insurance Company Inc	L	3,165,090	FMV
(6) SummaCare Inc	L	409,525	FMV
(7) Summa Rehab Hospital LLC	L	309,470	FMV
(8) Middlebury Assurance Company	M	10,684,733	FMV
(9) Middlebury Assurance Company	M	4,529,763	FMV
(10) Summa Integrated Services Organization	M	2,487,695	FMV
(11) Summa Health	B	393,242	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?		(k) Percentage ownership
(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	(k) Percentage ownership