Financial Information

Summa’s Financial Statements

Summa Health System is committed to effective governance and transparency.  Posted below are Summa Health System’s most current quarterly financial statements and audited statements.  Additionally, Summa Health System posts information to EMMA (Electronic Municipal Market Access).  EMMA is an online resource for official statements, continuing disclosure documents and real time trade price information on municipal securities.

Quarterly Continuing Disclosure Reports

• Quarterly Continuing Disclosure Report Ended March 31, 2013
• Quarterly Continuing Disclosure Report Ended December 31, 2012
• Quarterly Continuing Disclosure Report Ended September 30, 2012
• Quarterly Continuing Disclosure Report Ended June 30, 2012

Quarterly Consolidated Financial Statements

• Quarterly Consolidated Financial Statements March 2013
• Quarterly Consolidated Financial Statements December 2012
• Quarterly Consolidated Financial Statements September 2012
• Quarterly Consolidated Financial Statements June 2012

Audited Consolidated Financial Statements and Supplementary Information

• Audited Consolidated Financial Statements December 2012
• Audited Consolidated Financial Statements December 2011

Summa’s Form 990

As an organization exempt from federal income tax as a non-profit 501c3 organization, Summa Health System files the Form 990 to the Internal Revenue Service to provide annual financial and community benefit information. As stewards of the communities we serve, we are committed to the transparent disclosure of this information.  Below are Summa’s most currently filed Form 990 for Summa Health System’s Parent and Summa Health System’s Consolidated Group returns.

• Form 990 – Summa Health System Parent Organization 
• Form 990 – Summa Health System Group Return