Summa Health Group Return

“The director count information is presented in the following format: entity name - number of voting members - number of independent voting members summa health system ("shs") - 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.”

“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”

“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.”

“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.”

“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 sub”

“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.”

“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.”

“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”

“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).”

“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.”

“All Other - Total Revenue: 5317745, Related or Exempt Function Revenue: 5317745, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ;”

“All Other - Total Revenue: 8280396, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 8280396;”

“(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 HOSPITA”

“(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.”

“(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 S”

“The parent organization, summa health, ein 34-1887844, is the employer of record for employees working for group return entities.”

“Prior period adjustments are inclusive of change in prior period pledge valuation.”

“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;”

“The organization has not changed either its oversight process or selection process during the tax year.”