Summa Health Group Return

Tax-deductible

Akron, OH501(c)(3)EIN 90-0640432Revenue $1.7B in FY2024

On file with the IRSsummahealth.orgPo Box 2090, 44309-2090 · Akron, OHTax-exempt since May 2011Supporting organization — 509(a)(3)

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The mission of Summa Health is to provide the highest quality, compassionate care to our patients and to contribute to a healthier community.

501(c)(3) charity; gifts are tax-deductible.
86¢ of each $1 spent went to programs.
Run by 855 volunteers and 8,152 employees.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

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FY2024 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
1 of 5
filings with a surplus
Average deficit $28.4M a year · 2% of revenue · last 5 filings
Concern: a surplus in 1 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
86%
of spending
Looks good: 86% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$12.0M
to officers and key staff · 0.7% of spending
Looks good: pay to officers and key staff is 1% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
<1 mo
of spending, in cash
Concern: 0.0 months of spending in cash; under 2 weeks.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$1.3B
69% of total assets
Worth a look: liabilities are 69% of assets; over 65%.
Pt X · Ln 26
Independent board members
31
of 39 voting members
Looks good: 31 of 39 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.7B
+9% vs prior year
Spent
$1.7B
To programs
86%
Net assets
$569.2M
By yearFY2020–FY2024
Revenue
$1.7B
FY2024▲ +9%
Tap a bar for its year
Revenue by fiscal year
FY2020$1.1B
FY2021$1.4B
FY2022$1.5B
FY2023$1.5B
FY2024$1.7B
Expenses
$1.7B
FY2024▲ +8%
Tap a bar for its year
Expenses by fiscal year
FY2020$1.2B
FY2021$1.4B
FY2022$1.5B
FY2023$1.6B
FY2024$1.7B
Net assets
$569.2M
FY2024▲ +11%
Tap a bar for its year
Net assets by fiscal year
FY2020$413.5M
FY2021$497.0M
FY2022$500.4M
FY2023$514.6M
FY2024$569.2M

From the FY2024 Form 990 · figures checked against the IRS filing · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in May 2011.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

86 cents of each dollar spent went to programs.

Program services 86% · $1.5B Management & general 14% · $247.5M Fundraising 0% · $2.3M

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

51 people listed on the 990; $12.0M paid to officers and key staff.

Part VII, Section A · reportable compensation
Clinical Physician - Shmg
$2,466,041Pt VII · Sec A
Clinical Physician - Shmg
$1,942,367Pt VII · Sec A
Clinical Physician - Shmg
$1,638,716Pt VII · Sec A
Clinical Physician - Shmg
$1,528,832Pt VII · Sec A
Clinical Physician - Shmg
$1,425,807Pt VII · Sec A
Director Shs & Shmg, Clinical Physician
$708,351Pt VII · Sec A
President Summa Health Med.gr.
$708,081Pt VII · Sec A
Shs President (end 09/24)
$662,453Pt VII · Sec A

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Dane Donich$2,466,041————
Bradley Inkrott$1,942,367————
Bradley Inkrott MD—$1,913,834$1,643,003$1,653,311$1,272,544
Dane Donich MD—$1,809,301$1,576,673$1,396,528$1,323,342
Paul Hartzfeld$1,638,716————
Matthew Jaykel MD—$1,600,853———
Paul Hartzfeld MD—$1,543,120$1,274,465——
Matthew Jaykel$1,528,832————

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2Yes
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Provides compassionate patient care, conducts medical research, and trains the next generation of healthcare professionals through residency, fellowship, and clinical education programs.

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Provided by the organization

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3 programs · $1.2B · in their own filed words · FY2024
01

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.

$664.1Mprogram expense
02

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.

$489.7Mprogram expense
03

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.

$54.4Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · this organization's grantmaking
Grants paid · 30 grants · $23.4M · 2020–2024
See all 30 grants →

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$1.7B
Ln 12
Fees for servicesLn 2g$1.7B
Other incomeLn 4–11$19.7M
Gifts and grantsLn 1h$11.1M
Money outPt IX
$1.7B
Ln 25
Programscol B$1.5B
Managementcol C$247.5M
Fundraisingcol D$2.3M
Owns and owesPt X
$569.2M
net assets · Ln 32
Cash and savingsLn 1–2$4.9M
Total assetsLn 16$1.9B
LiabilitiesLn 26$1.3B
PeoplePt VI, VII
51
listed · VII A
PaidVII A11
Voting boardVI 1a39
IndependentVI 1b31
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$11.1M
Government grantsLn 1e$7.3M
Fees for servicesLn 2g$1.7B
Investment incomeLn 3$3.5M
Other incomeLn 4–11$19.7M
Gains on assetsLn 7$3.5M
Total revenueLn 12$1.7B
Assets in detailPt X, end of year
CashLn 1$96K
SavingsLn 2$4.8M
Cash and savings togetherLn 1–2$4.9M
InvestmentsLn 11–13$11.5M
Land, buildings, equipmentLn 10c$685.0M
Other assetsLn 15$909.9M
Total assetsLn 16$1.9B
LiabilitiesLn 26$1.3B
Net assetsLn 32$569.2M
OperationsPt I, VI
EmployeesI 58,152
VolunteersI 6855
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$5.3M$4.9M
InvestmentsLn 11–13$11.5M$11.5M
Land, buildings, equipmentLn 10c$696.2M$685.0M
Total assetsLn 16$1.83B$1.87B
LiabilitiesLn 26$1.31B$1.30B
Net assetsLn 32$514.6M$569.2M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$393K$393K
Pay of current officers, directors and key staffLn 5$3.2M$2.6M$607K
Pay of disqualified personsLn 6$64K$52K$12K
Other salaries and wagesLn 7$570.3M$460.0M$108.7M$1.5M
Pension plan contributionsLn 8$4.6M$3.6M$860K$56K
Other employee benefitsLn 9$67.8M$54.6M$12.9M$243K
Payroll taxesLn 10$36.4M$29.4M$6.9M$105K
Management feesLn 11a$2.6M$2.1M$502K
Accounting feesLn 11c$233K$233K
Lobbying feesLn 11d$5K$5K
Other fees for servicesLn 11g$147.6M$116.5M$31.1M$4K
Advertising and promotionLn 12$60K$46K$11K$3K
Office expensesLn 13$9.7M$7.7M$1.8M$160K
Information technologyLn 14$1.3M$1.1M$256K$5K
OccupancyLn 16$16.8M$13.6M$3.2M
TravelLn 17$328K$263K$62K$3K
Conferences, conventions and meetingsLn 19$1.1M$875K$207K$16K
InterestLn 20$35.7M$28.9M$6.8M
Depreciation, depletion and amortizationLn 22$53.5M$43.3M$10.2M
InsuranceLn 23$12.9M$10.5M$2.5M
Other expenses (24a–d)Ln 24$762.2M$701.0M$61.3M−$7K
All other expensesLn 24e−$4.2M−$3.5M−$833K$142K
Total functional expensesLn 25$1.72B$1.47B$247.5M$2.3M

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest Viewing $1.7B$1.7B−$27.7M$569.2M 990 PDF
FY2023 $1.5B$1.6B−$45.3M$514.6M 990 PDF
FY2022 $1.5B$1.5B−$57.0M$500.4M 990 PDF
FY2021 $1.4B$1.4B$11.9M$497.0M 990 PDF
FY2020 $1.1B$1.2B−$23.9M$413.5M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2024 990 (6 parts)
Part I · Summary $1,694,854,147 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $9,620,694$11,138,034
I-9 Program service revenuePrior year $1,516,233,180$1,660,509,065
I-10 Investment incomePrior year $812,350$3,511,259
I-11 Other revenuePrior year $21,244,344$19,695,789
I-12 Total revenuePrior year $1,547,910,568$1,694,854,147
I-13 Grants and similar amounts paidPrior year $1,688,555$393,242
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $644,275,797$682,216,870
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $947,281,554$1,039,982,541
I-18 Total expensesPrior year $1,593,245,906$1,722,592,653
I-19 Revenue less expensesPrior year −$45,335,338−$27,738,506
Part VI · Governance 31 of 39 board members independent, 1 to look at
VI-1a Voting members of the governing body39
VI-1b Independent voting members31
VI-2 Family or business relationship among officers or directorsYes
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $1,694,854,147 across 9 lines filed
Lines not itemized here account for $13,598,141 of total revenue; see the IRS return.
VIII-1e Government grants$7,273,992
VIII-1f All other contributions, gifts and grants$3,864,042
VIII-1h Total contributions, gifts and grants$11,138,034
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $1,653,336,083 · Unrelated business $1,855,237$1,655,191,320
VIII-3 Investment incomeExcluded from tax $406$406
VIII-6 Net rental income or lossExcluded from tax $949,841$949,841
VIII-7 Net gain or loss on sales of assetsExcluded from tax $3,510,853$3,510,853
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Unrelated business $428,484 · Excluded from tax $10,037,068$10,465,552
VIII-12 Total revenueRelated to mission $1,658,653,828 · Unrelated business $2,283,721 · Excluded from tax $22,778,564$1,694,854,147
Part IX · Statement of functional expenses $1,722,592,653 across 22 lines filed
IX-1 Grants to domestic organizationsPrograms $393,242$393,242
IX-5 Pay of current officers, directors and key staffPrograms $2,567,463 · Management $606,947$3,174,410
IX-6 Pay of disqualified personsPrograms $52,102 · Management $12,317$64,419
IX-7 Other salaries and wagesPrograms $459,971,449 · Management $108,737,068 · Fundraising $1,548,313$570,256,830
IX-8 Pension plan contributionsPrograms $3,636,803 · Management $859,739 · Fundraising $56,248$4,552,790
IX-9 Other employee benefitsPrograms $54,615,665 · Management $12,911,121 · Fundraising $243,335$67,770,121
IX-10 Payroll taxesPrograms $29,354,330 · Management $6,939,352 · Fundraising $104,618$36,398,300
IX-11a Management feesPrograms $2,125,526 · Management $502,474$2,628,000
IX-11c Accounting feesManagement $232,830$232,830
IX-11d Lobbying feesManagement $4,579$4,579
IX-11g Other fees for servicesPrograms $116,509,572 · Management $31,116,116 · Fundraising $3,851$147,629,539
IX-12 Advertising and promotionPrograms $45,872 · Management $10,844 · Fundraising $2,897$59,613
IX-13 Office expensesPrograms $7,724,649 · Management $1,826,104 · Fundraising $159,587$9,710,340
IX-14 Information technologyPrograms $1,082,979 · Management $256,016 · Fundraising $4,650$1,343,645
IX-16 OccupancyPrograms $13,555,008 · Management $3,204,398$16,759,406
IX-17 TravelPrograms $262,814 · Management $62,129 · Fundraising $3,188$328,131
IX-19 Conferences, conventions and meetingsPrograms $874,861 · Management $206,817 · Fundraising $15,780$1,097,458
IX-20 InterestPrograms $28,865,304 · Management $6,823,747$35,689,051
IX-22 Depreciation, depletion and amortizationPrograms $43,284,042 · Management $10,232,330$53,516,372
IX-23 InsurancePrograms $10,473,675 · Management $2,475,974$12,949,649
IX-24 Other expenses (24a–d)Programs $700,970,196 · Management $61,286,900 · Fundraising −$7,112$762,249,984
IX-24e All other expensesPrograms −$3,524,704 · Management −$833,238 · Fundraising $141,886−$4,216,056
IX-25 Total functional expensesPrograms $1,472,840,848 · Management $247,474,564 · Fundraising $2,277,241$1,722,592,653
Part X · Balance sheet $1,865,213,665 assets, 19 lines filed
Asset lines not itemized here account for $448,267; see the IRS return.
X-1 Cash, non-interest-bearingStart of year $99,871$95,848
X-2 Savings and temporary cash investmentsStart of year $5,214,728$4,805,979
X-4 Accounts receivableStart of year $223,651,190$195,992,143
X-8 Inventories for sale or useStart of year $29,867,152$33,901,796
X-9 Prepaid expenses and deferred chargesStart of year $18,847,630$21,260,357
X-10c Land, buildings and equipment, netStart of year $696,155,822$685,031,392
X-13 Program-related investmentsStart of year $11,493,194$11,528,829
X-14 Intangible assetsStart of year $2,228,740$2,228,740
X-15 Other assetsStart of year $837,581,325$909,920,314
X-16 Total assetsStart of year $1,825,616,945$1,865,213,665
X-17 Accounts payable and accrued expensesStart of year $69,215,568$59,370,710
X-19 Deferred revenueStart of year $2,838,994$2,868,501
X-20 Tax-exempt bond liabilitiesStart of year $545,779,834$533,398,381
X-25 Other liabilitiesStart of year $693,189,102$700,339,922
X-26 Total liabilitiesStart of year $1,311,023,498$1,295,977,514
X-27 Net assets without donor restrictionsStart of year $514,413,348$569,056,052
X-28 Net assets with donor restrictionsStart of year $180,099$180,099
X-32 Total net assets or fund balancesStart of year $514,593,447$569,236,151
X-33 Total liabilities and net assetsStart of year $1,825,616,945$1,865,213,665
Part XI · Reconciliation of net assets $569,236,151 net assets at year end
XI-1 Total revenue$1,694,854,147
XI-2 Total expenses$1,722,592,653
XI-3 Revenue less expenses−$27,738,506
XI-4 Net assets at start of year$514,593,447
XI-5 Net unrealized gains (losses) on investments$615,504
XI-8 Prior period adjustments−$2,748,373
XI-9 Other changes in net assets$84,514,079
XI-10 Net assets at end of year$569,236,151

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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