SOUTHWEST HEALTH SYSTEM INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- SOUTHWEST HEALTH SYSTEM INC (EIN 84-1337350)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-12
- IRS object ID
- 202433179349300548
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule H
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-12T07:24:41-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 351178661 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLUE & CO LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2650 EASTPOINT PKWY SUITE 300 | AddressLine1Txt |
| City | LOUISVILLE | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40223 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 841337350 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOUTHWEST HEALTH SYSTEM INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SOUT | BusinessNameControlTxt |
| Phone | 9705656666 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1311 NORTH MILDRED ROAD | AddressLine1Txt |
| City | CORTEZ | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 81321 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ADAM CONLEY | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 9705656666 | PhoneNum |
| Signature | 2024-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | EMILIE M KNIERIEM CPA | PreparerPersonNm |
| PTIN | P01330194 | PTIN |
| Phone | 5029923500 | PhoneNum |
| Preparation | 2024-11-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ADAM CONLEY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1311 NORTH MILDRED ROAD | AddressLine1Txt |
| City | CORTEZ | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 81321 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $79,641,603 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SWHEALTH.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1996 | FormationYr |
| Legal Domicile State | CO | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE THE HIGHEST QUALITY HEALTH CARE TO OUR COMMUNITY BY BRINGING EXCELLENCE, VALUE AND SERVICE TOGETHER TO PROMOTE, IMPROVE AND RESTORE HEALTH | ActivityOrMissionDesc |
| Voting Members Governing Body | 4 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 4 | VotingMembersIndependentCnt |
| Total Employee | 574 | TotalEmployeeCnt |
| Total Volunteers | 4 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,181,076 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,487,815 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $73,543,709 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $76,352,604 | CYProgramServiceRevenueAmt |
| PY Investment Income | $216,236 | PYInvestmentIncomeAmt |
| CY Investment Income | $218,666 | CYInvestmentIncomeAmt |
| PY Other Revenue | $367,586 | PYOtherRevenueAmt |
| CY Other Revenue | $544,504 | CYOtherRevenueAmt |
| PY Total Revenue | $77,308,607 | PYTotalRevenueAmt |
| CY Total Revenue | $79,603,589 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $5,696 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $8,439 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $45,712,343 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $44,811,247 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $32,448,819 | PYOtherExpensesAmt |
| CY Other Expenses | $34,111,029 | CYOtherExpensesAmt |
| PY Total Expenses | $78,166,858 | PYTotalExpensesAmt |
| CY Total Expenses | $78,930,715 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$858,251 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $672,874 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $62,496,517 | TotalAssetsBOYAmt |
| Total Assets EOY | $59,801,397 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $44,745,609 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $41,437,889 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $17,750,908 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $18,363,508 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO PROVIDE THE HIGHEST QUALITY HEALTH CARE TO OUR COMMUNITY BY BRINGING EXCELLENCE, VALUE AND SERVICE TOGETHER TO PROMOTE, IMPROVE AND RESTORE HEALTH | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $74,057,935 | ExpenseAmt |
| Grant | $8,439 | GrantAmt |
| Revenue | $76,697,722 | RevenueAmt |
| Desc | DURING 2023, SOUTHWEST HEALTH SYSTEMS SERVED APPROXIMATELY 58,197 INPATIENTS AND OUTPATIENTS, 54,289 PATIENTS WERE SERVED THROUGH OUR PHYSICIAN CLINICS, AND 13,689 PATIENTS WERE SEEN IN OUR EMERGENCY ROOM. | Desc |
| Total Program Service Expenses | $74,057,935 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | Yes (1) | OperateHospitalInd |
| Audited Financial Stmt Att | Yes (1) | AuditedFinancialStmtAttInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 85 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 574 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 4 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 4 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | 0 | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ADAM CONLEY | PersonNm |
| Phone | 9705642153 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1311 NORTH MILDRED | AddressLine1Txt |
| City | CORTEZ | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 81321 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|
| BRADEN JONES | ||||||||
| CLINIC PHYSICIAN | 40.00 | Yes (X) | $1,086,281 | $0 | $55,435 | |||
| KEVIN MATTESON MD | ||||||||
| CHIEF OF STAFF | 40.00 | $516,833 | $0 | $60,944 | Yes (X) | |||
| ERIN SCHMITT | ||||||||
| CLINIC PHYSICIAN | 40.00 | Yes (X) | $444,729 | $0 | $67,695 | |||
| JOEL BAGLEY | ||||||||
| CLINIC PHYSICIAN | 40.00 | Yes (X) | $441,123 | $0 | $65,055 | |||
| RANDY DAVIDSON | ||||||||
| HOSPITAL PHYSICIAN | 40.00 | Yes (X) | $429,016 | $0 | $53,253 | |||
| KENTON ASCHE | ||||||||
| HOSPITAL PHYSICIAN | 40.00 | Yes (X) | $413,231 | $0 | $58,773 | |||
| CHARLES KRUPA | ||||||||
| CIO | 40.00 | $194,022 | $0 | $34,954 | Yes (X) | |||
| TRAVIS PARKER | ||||||||
| CHIEF HR OFFICER | 40.00 | $153,520 | $0 | $32,561 | Yes (X) | |||
| SHIRLEY JONES | ||||||||
| CHAIR | 2.00 | $0 | $0 | $0 | Yes (X) | Yes (X) | ||
| SUSAN HODGDON | ||||||||
| VICE-CHAIR | 3.00 | $0 | $0 | $0 | Yes (X) | Yes (X) | ||
| SEAN KILLOY | ||||||||
| SECRETARY/TREASURER | 2.00 | $0 | $0 | $0 | Yes (X) | Yes (X) | ||
| DAN VALVERDE | ||||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | |||
| JOSEPH THEINE | ||||||||
| CEO (BEG 07/23) | 40.00 | $0 | $0 | $0 | Yes (X) | |||
| JEANIE GENTRY | ||||||||
| CEO (END 02/23) | 40.00 | $0 | $0 | $0 | Yes (X) | |||
| SHELLE DIEHM | ||||||||
| INTERIM CFO (BEG 05/23) | 40.00 | $0 | $0 | $0 | Yes (X) | |||
| JULIE LEONARD | ||||||||
| CFO (END 05/23) | 40.00 | $0 | $0 | $0 | Yes (X) | |||
| LISA GATES | ||||||||
| CNO | 40.00 | $0 | $0 | $0 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,678,755 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $428,670 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 57 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MEDEFIS CONSOLIDATED | |||||
| PO BOX 5068 | NEW YORK | NY | 100875068 | CONTRACT EMPLOYEES | $2,748,747 |
| NOVUS ANESTHESIA OF COLORADO | |||||
| 2510 W CERVANTES STREET | PENSACOLA | FL | 32505 | CONTRACT ANESTHESIOLOGIST | $632,547 |
| COMPHEALTH MEDICAL STAFFING | |||||
| PO BOX 972651 | DALLAS | TX | 75397 | CONTRACT EMPLOYEES | $534,411 |
| TIBOR MOJZIS MD | |||||
| 3551 ROAD J8 | MANCOS | CO | 81328 | CONTRACT PROVIDERS | $516,450 |
| JEFFREY TARPEY | |||||
| 191 KITTITAS CANYON RD | YAKIMA | WA | 98901 | CONTRACT PROVIDERS | $464,486 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 16 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $2,290,741 | GovernmentGrantsAmt |
| All Other Contributions | $197,074 | AllOtherContributionsAmt |
| Total Contributions | $2,487,815 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| NET PATIENT SERVICE REVENUE | 621999 | $70,869,424 | $70,869,424 |
| PHARMACY | 621399 | $5,335,317 | $5,335,317 |
| 340B REVENUE | 621399 | $147,863 | $147,863 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $76,352,604 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $228,489 | TotalRevenueColumnAmt |
| Exclusion | $228,489 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $19,844 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $19,844 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $19,844 | TotalRevenueColumnAmt |
| Exclusion | $19,844 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $28,191 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $38,014 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -$9,823 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$9,823 | TotalRevenueColumnAmt |
| Exclusion | -$9,823 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| CAFETERIA REVENUE | 722310 | $265,020 | $265,020 | |
| REBATES & PURCHASE DISCOUNTS | 900099 | $179,542 | $179,542 | |
| EMS AND CPR EDUCATION | 900099 | $8,572 | $8,572 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $71,526 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $71,526 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $524,660 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $79,603,589 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $76,697,722 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $418,052 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,439 | TotalAmt |
| Program Services | $8,439 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $992,836 | TotalAmt |
| Program Services | $922,813 | ProgramServicesAmt |
| Management And General | $70,023 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $152,425 | TotalAmt |
| Program Services | $141,675 | ProgramServicesAmt |
| Management And General | $10,750 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,701,879 | TotalAmt |
| Program Services | $34,113,375 | ProgramServicesAmt |
| Management And General | $2,588,504 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $438,021 | TotalAmt |
| Program Services | $407,128 | ProgramServicesAmt |
| Management And General | $30,893 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,368,141 | TotalAmt |
| Program Services | $4,060,065 | ProgramServicesAmt |
| Management And General | $308,076 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,157,945 | TotalAmt |
| Program Services | $2,005,750 | ProgramServicesAmt |
| Management And General | $152,195 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $515,922 | TotalAmt |
| Program Services | $470,132 | ProgramServicesAmt |
| Management And General | $45,790 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $122,629 | TotalAmt |
| Management And General | $122,629 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,083 | TotalAmt |
| Management And General | $37,083 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,605,815 | TotalAmt |
| Program Services | $6,019,527 | ProgramServicesAmt |
| Management And General | $586,288 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,002 | TotalAmt |
| Program Services | $60,452 | ProgramServicesAmt |
| Management And General | $4,550 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,246,830 | TotalAmt |
| Program Services | $1,159,552 | ProgramServicesAmt |
| Management And General | $87,278 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,307,240 | TotalAmt |
| Program Services | $1,215,733 | ProgramServicesAmt |
| Management And General | $91,507 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $121,761 | TotalAmt |
| Program Services | $113,238 | ProgramServicesAmt |
| Management And General | $8,523 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $219,967 | TotalAmt |
| Program Services | $204,569 | ProgramServicesAmt |
| Management And General | $15,398 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,428,095 | TotalAmt |
| Program Services | $1,328,128 | ProgramServicesAmt |
| Management And General | $99,967 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,099,936 | TotalAmt |
| Program Services | $3,812,940 | ProgramServicesAmt |
| Management And General | $286,996 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,003,662 | TotalAmt |
| Program Services | $933,406 | ProgramServicesAmt |
| Management And General | $70,256 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| MEDICAL SUPPLIES | $12,253,666 | $12,253,666 | |
| PROVIDER TAX | $2,305,964 | $2,305,964 | |
| REPAIRS AND MAINTENANCE | $1,942,556 | $1,806,563 | $135,993 |
| DUES AND SUBSCRIPTIONS | $373,490 | $347,346 | $26,144 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $461,411 | TotalAmt |
| Program Services | $367,474 | ProgramServicesAmt |
| Management And General | $93,937 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,930,715 | TotalAmt |
| Program Services | $74,057,935 | ProgramServicesAmt |
| Management And General | $4,872,780 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,160 | BOYAmt |
| EOY | $5,070 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,960,453 | BOYAmt |
| EOY | $3,844,361 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,110,573 | BOYAmt |
| EOY | $7,178,160 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,425,402 | BOYAmt |
| EOY | $1,436,809 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $791,174 | BOYAmt |
| EOY | $846,249 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $88,163,565 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $56,306,813 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,473,867 | BOYAmt |
| EOY | $31,856,752 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,025,892 | BOYAmt |
| EOY | $14,297,725 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,703,996 | BOYAmt |
| EOY | $336,271 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,496,517 | BOYAmt |
| EOY | $59,801,397 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,940,203 | BOYAmt |
| EOY | $8,691,549 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $164,835 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,804,088 | BOYAmt |
| EOY | $25,255,729 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,827,386 | BOYAmt |
| EOY | $1,833,649 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,173,932 | BOYAmt |
| EOY | $5,492,127 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,745,609 | BOYAmt |
| EOY | $41,437,889 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,750,908 | BOYAmt |
| EOY | $18,363,508 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,750,908 | BOYAmt |
| EOY | $18,363,508 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,496,517 | BOYAmt |
| EOY | $59,801,397 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $672,874 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$60,274 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital | Yes (X) | HospitalInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $2,592 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $2,592 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | THE LOBBYING EXPENSE IS THE ALLOCABLE PORTION OF DUES PAID TO CHA AND AHA DISCLOSED AS LOBBYING ACTIVITY. TOTAL DUES FOR AHA AND CHA WERE $21,155 AND $40,406 RESPECTIVELY. CHA PROVIDED THE PERCENTAGE TO USE FOR LOBBYING ALLOCATION PURPOSES FOR 2023. | ExplanationTxt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,047,048 | OtherCostOrOtherBasisAmt |
| Book Value | $1,047,048 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $53,156,396 | OtherCostOrOtherBasisAmt |
| Depreciation | $27,953,183 | DepreciationAmt |
| Book Value | $25,203,213 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $31,620,847 | OtherCostOrOtherBasisAmt |
| Depreciation | $26,028,420 | DepreciationAmt |
| Book Value | $5,592,427 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,339,274 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,325,210 | DepreciationAmt |
| Book Value | $14,064 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $31,856,752 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| 457B INVESTMENT | $873,662 | F |
| INVESTMENTS - ZIONS BANK ACCT 5784752 | $2,954,976 | F |
| INVESTMENTS - WEALTH FIDUCIARY SERVICES (WFS) | $10,469,087 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $14,297,725 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| ESTIMATED THIRD PARTY SETTLEMENTS | $4,280,957 |
| DEFERRED COMPENSATION | $873,662 |
| ROU LIABILITY OPERATING LEASE | $303,353 |
| ROU LIABILITY FINANCE LEASE | $34,155 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $5,492,127 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $79,470,322 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$60,274 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$35,910 | OtherRevenueAmt |
| Revenue Not Reported | -$96,184 | RevenueNotReportedAmt |
| Revenue Subtotal | $79,566,506 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $37,083 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $37,083 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $79,603,589 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $78,857,722 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | -$35,910 | OtherExpensesIncludedAmt |
| Expenses Not Reported | -$35,910 | ExpensesNotReportedAmt |
| Expenses Subtotal | $78,893,632 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $37,083 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $37,083 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $78,930,715 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE HEALTH SYSTEM AND RECOGNIZE A TAX LIABILITY IF THE HEALTH SYSTEM HAS TAKEN AN UNCERTAIN TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY VARIOUS FEDERAL AND STATE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE HEALTH SYSTEM, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2023 AND 2022, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE HEALTH SYSTEM IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | GRANTS INCLUDED WITH REVENUE ON AUDITED FINANCIALS -35,910. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | GRANTS INCLUDED WITH REVENUE ON AUDITED FINANCIALS -35,910. |
Schedule H IRS990ScheduleH
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Assistance Policy | Yes (1) | FinancialAssistancePolicyInd |
| Written Policy | Yes (1) | WrittenPolicyInd |
| FPG Reference Free Care | Yes (1) | FPGReferenceFreeCareInd |
Free Care Oth Percentage FreeCareOthPercentageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | Yes (X) | OtherInd |
| Free Care Other | 250.000000000000 | FreeCareOtherPct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FPG Reference Discounted Care | Yes (1) | FPGReferenceDiscountedCareInd |
| Percent400 | Yes (X) | Percent400Ind |
| Free Care Medically Indigent | Yes (1) | FreeCareMedicallyIndigentInd |
| Financial Assistance Budget | Yes (1) | FinancialAssistanceBudgetInd |
| Expenses Exceed Budget | 0 | ExpensesExceedBudgetInd |
| Annual Community Bnft Report | 0 | AnnualCommunityBnftReportInd |
Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $2,481,006 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $2,481,006 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.03140 | TotalExpensePct |
Unreimbursed Medicaid UnreimbursedMedicaidGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $18,382,303 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $19,199,118 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $0 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00000 | TotalExpensePct |
Total Financial Assistance Typ TotalFinancialAssistanceTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $20,863,309 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $19,199,118 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $2,481,006 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.03140 | TotalExpensePct |
Health Professions Education HealthProfessionsEducationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $47,934 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $47,934 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00060 | TotalExpensePct |
Subsidized Health Services SubsidizedHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $5,619,098 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $5,781,151 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $0 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00000 | TotalExpensePct |
Cash And In Kind Contributions CashAndInKindContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $8,439 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $8,439 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00010 | TotalExpensePct |
Total Other Benefits TotalOtherBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $5,675,471 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $5,781,151 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $56,373 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00070 | TotalExpensePct |
Total Community Benefits TotalCommunityBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $26,538,780 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $24,980,269 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $2,537,379 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.03210 | TotalExpensePct |
Physical Imprv And Housing PhysicalImprvAndHousingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 1 | ActivitiesOrProgramsCnt |
| Total Community Benefit Expns | $100 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $100 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00000 | TotalExpensePct |
Community Support CommunitySupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 2 | ActivitiesOrProgramsCnt |
| Total Community Benefit Expns | $450 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $450 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00000 | TotalExpensePct |
Total Communtity Building Acty TotalCommuntityBuildingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 3 | ActivitiesOrProgramsCnt |
| Total Community Benefit Expns | $550 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $550 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00000 | TotalExpensePct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | Yes (1) | BadDebtExpenseReportedInd |
| Bad Debt Expense | $3,492,988 | BadDebtExpenseAmt |
| Reimbursed By Medicare | $4,518,814 | ReimbursedByMedicareAmt |
| Cost Of Care Reimbursed By Medcr | $4,454,809 | CostOfCareReimbursedByMedcrAmt |
| Medicare Surplus Or Shortfall | $64,005 | MedicareSurplusOrShortfallAmt |
Costing Methodology Used CostingMethodologyUsedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost To Charge Ratio | Yes (X) | CostToChargeRatioInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Debt Collection Policy | Yes (1) | WrittenDebtCollectionPolicyInd |
| Financial Assistance Prvsn | Yes (1) | FinancialAssistancePrvsnInd |
| Hospital Facilities | 1 | HospitalFacilitiesCnt |
Hospital Facilities HospitalFacilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 1 | FacilityNum |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOUTHWEST MEMORIAL HOSPITAL | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1311 NORTH MILDRED | AddressLine1Txt |
| City | CORTEZ | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 81321 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Website Address | WWW.SWHEALTH.ORG | WebsiteAddressTxt |
| State License | 012206 | StateLicenseNum |
| Licensed Hospital | Yes (X) | LicensedHospitalInd |
| General Medical And Surgical | Yes (X) | GeneralMedicalAndSurgicalInd |
| Critical Access Hospital | Yes (X) | CriticalAccessHospitalInd |
| Emergency Room24 Hrs | Yes (X) | EmergencyRoom24HrsInd |
Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp
Hospital Facility Name HospitalFacilityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOUTHWEST MEMORIAL HOSPITAL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 1 | FacilityNum |
| First Licensed CY Or PY | 0 | FirstLicensedCYOrPYInd |
| Tax Exempt Hospital CY Or PY | 0 | TaxExemptHospitalCYOrPYInd |
| CHNA Conducted | Yes (1) | CHNAConductedInd |
| Community Definition | Yes (X) | CommunityDefinitionInd |
| Community Demographics | Yes (X) | CommunityDemographicsInd |
| Existing Resources | Yes (X) | ExistingResourcesInd |
| How Data Obtained | Yes (X) | HowDataObtainedInd |
| Community Health Needs | Yes (X) | CommunityHealthNeedsInd |
| Other Health Issues | Yes (X) | OtherHealthIssuesInd |
| Community Hlth Needs Id Process | Yes (X) | CommunityHlthNeedsIdProcessInd |
| Consulting Process | Yes (X) | ConsultingProcessInd |
| Prior CHNA Impact | Yes (X) | PriorCHNAImpactInd |
| CHNA Conducted | 22 | CHNAConductedYr |
| Take Into Account Others Input | Yes (1) | TakeIntoAccountOthersInputInd |
| CHNA Conducted With Other Fclts | 0 | CHNAConductedWithOtherFcltsInd |
| CHNA Conducted With Non Fclts | 0 | CHNAConductedWithNonFcltsInd |
| CHNA Report Widely Available | Yes (1) | CHNAReportWidelyAvailableInd |
| Rpt Available On Own Website | Yes (X) | RptAvailableOnOwnWebsiteInd |
| Own Website URL | HTTPS://WWW.SWHEALTH.ORG/COMMUNITY-HEALTH-NEEDS-ASSESSMENT/ | OwnWebsiteURLTxt |
| Paper Copy Public Inspection | Yes (X) | PaperCopyPublicInspectionInd |
| Implementation Strategy Adopt | Yes (1) | ImplementationStrategyAdoptInd |
| Implementation Strategy Adpt | 22 | ImplementationStrategyAdptYr |
| Strategy Posted Website | Yes (1) | StrategyPostedWebsiteInd |
| Strategy Website URL | HTTPS://WWW.SWHEALTH.ORG/COMMUNITY-HEALTH-NEEDS-ASSESSMENT/ | StrategyWebsiteURLTxt |
| Organization Incur Excise Tax | 0 | OrganizationIncurExciseTaxInd |
| Elig Criteria Explained | Yes (1) | EligCriteriaExplainedInd |
| FPG Family Incm Lmt Free Dscnt | Yes (X) | FPGFamilyIncmLmtFreeDscntInd |
| FPG Family Incm Lmt Free Care | 250.000000000000 | FPGFamilyIncmLmtFreeCarePct |
| FPG Family Incm Lmt Dscnt Care | 400.000000000000 | FPGFamilyIncmLmtDscntCarePct |
| Medical Indigency Criteria | Yes (X) | MedicalIndigencyCriteriaInd |
| Explained Basis | Yes (1) | ExplainedBasisInd |
| App Financial Asst Expln | Yes (1) | AppFinancialAsstExplnInd |
| Described Info | Yes (X) | DescribedInfoInd |
| Described Suprt Doc | Yes (X) | DescribedSuprtDocInd |
| Provided Hospital Contact | Yes (X) | ProvidedHospitalContactInd |
| Provided Nonprofit Contact | Yes (X) | ProvidedNonprofitContactInd |
| Includes Publicity Measures | Yes (1) | IncludesPublicityMeasuresInd |
| FAP Available On Website | Yes (X) | FAPAvailableOnWebsiteInd |
| FAP Available On Website URL | WWW.SWHEALTH.ORG/PATIENT-VISITORS/FINANCIAL-ASSISTANCE/ | FAPAvailableOnWebsiteURLTxt |
| FAP App Available On Website | Yes (X) | FAPAppAvailableOnWebsiteInd |
| FAP App Available On Website URL | WWW.SWHEALTH.ORG/PATIENT-VISITORS/FINANCIAL-ASSISTANCE/ | FAPAppAvailableOnWebsiteURLTxt |
| FAP Summary On Website | Yes (X) | FAPSummaryOnWebsiteInd |
| FAP Summary On Website URL | WWW.SWHEALTH.ORG/PATIENT-VISITORS/FINANCIAL-ASSISTANCE/ | FAPSummaryOnWebsiteURLTxt |
| FAP Avlbl On Request No Charge | Yes (X) | FAPAvlblOnRequestNoChargeInd |
| FAP App Avlbl On Request No Chrg | Yes (X) | FAPAppAvlblOnRequestNoChrgInd |
| FAP Sum Avlbl On Request No Chrg | Yes (X) | FAPSumAvlblOnRequestNoChrgInd |
| Notified FAP Copy Bill Display | Yes (X) | NotifiedFAPCopyBillDisplayInd |
| Communtity Notified FAP | Yes (X) | CommuntityNotifiedFAPInd |
| FAP Translated | Yes (X) | FAPTranslatedInd |
| Other Publicity | Yes (X) | OtherPublicityInd |
| FAP Actions On Nonpayment | Yes (1) | FAPActionsOnNonpaymentInd |
| Permit No Actions | Yes (X) | PermitNoActionsInd |
| Collection Activities | 0 | CollectionActivitiesInd |
| Provided Written Notice | Yes (X) | ProvidedWrittenNoticeInd |
| Made Effort Orally Notify | Yes (X) | MadeEffortOrallyNotifyInd |
| Processed FAP Application | Yes (X) | ProcessedFAPApplicationInd |
| Made Presumptive Elig Determ | Yes (X) | MadePresumptiveEligDetermInd |
| Nondis Emergency Care Policy | Yes (1) | NondisEmergencyCarePolicyInd |
| Prospective Medicare Medicaid | Yes (X) | ProspectiveMedicareMedicaidInd |
| Amounts Generally Billed | 0 | AmountsGenerallyBilledInd |
| Gross Charges | 0 | GrossChargesInd |
Supplemental Information SupplementalInformationGrp (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SOUTHWEST MEMORIAL HOSPITAL | PART V, SECTION B, LINE 5: SOUTHWEST HEALTH SYSTEM'S ("SHS") LEADERSHIP WORKED WITH CHC CONSULTING IN THE DEVELOPMENT OF ITS MOST RECENT CHNA. SHS PROVIDED ESSENTIAL DATA AND RESOURCES NECESSARY TO INITIATE AND COMPLETE THE PROCESS, INCLUDING THE DEFINITION OF THE HOSPITAL'S STUDY AREA AND THE IDENTIFICATION OF KEY COMMUNITY STAKEHOLDERS TO BE INTERVIEWED.CHC CONSULTING CONDUCTED THE FOLLOWING RESEARCH:- A DEMOGRAPHIC ANALYSIS OF THE STUDY AREA, UTILIZING DEMOGRAPHIC DATA FROM STRATASAN- A STUDY OF THE MOST RECENT HEALTH DATA AVAILABLE- CONDUCTED ONE-ON-ONE PHONE INTERVIEWS WITH INDIVIDUALS WHO HAVE SPECIAL KNOWLEDGE OF THE COMMUNITIES AND ANALYZED THE RESULTSSHS FACILITATED THE REVIEW OF COLLECTED DATA IN JULY 2022 WITH THE CHNA TEAM, WHICH INCLUDED:- JEANIE GENTRY, CEO- LISA GATES, CNO- CAITLIN DECROW, QUALITY PROJECT NAVIGATOR - KALLY WILLIAMS, QUALITY AND FINANCIAL DATA ANALYST- ERIK LAMBERT, QUALITY AND RISK MANAGER- MEGAN HIGMAN, DIRECTOR OF INPATIENT SERVICES & EDUCATION- SHERI WILLBURN, CASE MANAGER- BRIDGETT JABOUR, CONTRACT ADMINISTRATION- WILL JANSEN, PRACTICE ADMINISTRATOR/SYSTEM PROVIDER RECRUITER |
| SOUTHWEST MEMORIAL HOSPITAL | PART V, SECTION B, LINE 11: THE FIVE MOST SIGNIFICANT NEEDS, AS DISCUSSED DURING THE JULY 2022 PRIORITIZATION MEETING, ARE LISTED BELOW:1. ACCESS TO MENTAL AND BEHAVIORAL HEALTH CARE SERVICES AND PROVIDERS2. CONTINUED RECRUITMENT & RETENTION OF HEALTHCARE WORKFORCE3. INCREASED EMPHASIS ON ADDRESSING SOCIAL DETERMINANTS OF HEALTH TO REDUCE HEALTH DISPARITIES AMONG SPECIFIC POPULATIONS4. PREVENTION, EDUCATION AND SERVICES TO ADDRESS HIGH MORTALITY RATES, CHRONIC DISEASES, PREVENTABLE CONDITIONS AND UNHEALTHY LIFESTYLES 5. ACCESS TO DENTAL CARE SERVICES AND PROVIDERSPRIORITY #1: ACCESS TO MENTAL AND BEHAVIORAL HEALTH CARE SERVICES AND PROVIDERS:DATA SUGGESTS THAT RESIDENTS IN MONTEZUMA COUNTY DO NOT HAVE ADEQUATE ACCESS TO MENTAL AND BEHAVIORAL HEALTH CARE SERVICES AND PROVIDERS. MONTEZUMA COUNTY HAS A LOWER RATE OF MENTAL HEALTH CARE PROVIDERS PER 100,000 THAN THE STATE. MANY INTERVIEWEES MENTIONED THE NEED FOR ADDITIONAL AVAILABILITY OF MENTAL HEALTH PROVIDERS LIKE THERAPISTS, COUNSELORS AND SOCIAL WORKERS, PARTICULARLY FOR VETERANS. IT WAS MENTIONED SEVERAL TIMES THAT THE LIMITED ACCESS TO MENTAL AND BEHAVIORAL HEALTH CARE SERVICES IS DUE TO PERCEIVED LONG WAIT TIMES, AFFORDABILITY/INSURANCE BARRIERS AS WELL AS A LIMITED WORKFORCE AND LOCAL OPTIONS OF CARE. ONE INTERVIEWEE STATED: "THERE'S A LACK OF WORKFORCE FOR BEHAVIORAL HEALTH PROGRAMS. THERE'S JUST NOT ENOUGH PROGRAMS AND THE ONLY PLACE THAT SEEMS TO HAVE IT IS AT AXIS HEALTH. PEOPLE WANT OTHER SOURCES BUT THEY NEED TO HAVE INSURANCE." THERE WERE CONFLICTING COMMENTS AMONGST INTERVIEWEES ON THELENGTH OF TIME IT TAKES TO GET AN APPOINTMENT. A FEW INTERVIEWEES DISCUSSED THE LACK OF LOCAL INPATIENT SERVICES ARE LEADING TO OUTMIGRATION TO DURANGO, GRAND JUNCTION, PUEBLO AND THE FRONT RAGE. ONE INTERVIEWEE STATED: "THERE'S NO INPATIENT CARE. THE NEAREST THING WE HAVE IS A DETOX AND THAT'S IN DURANGO. THE NEAREST INPATIENT WOULD BE IN GRAND JUNCTION, PUEBLO AND THE FRONT RANGE. GRAND JUNCTION IS 4 HOURS, PUEBLO IS 7 HOURS AND THE FRONT RANGE IS 8 HOURS AWAY." INTERVIEWEES ALSO DISCUSSED HOW SUBSTANCE MISUSE/ABUSE IS ADDING TO MENTAL AND BEHAVIORAL HEALTH ISSUES IN THE AREA, PARTICULARLY FOR THE YOUTH POPULATION. ONE INTERVIEWEE STATED: "WE NEED TO GET REALLY SERIOUS ABOUT YOUNG PEOPLE'S MENTAL HEALTH TO HELP ALLEVIATE SOME OF THE HEALTH RISKS IN THE FUTURE. KIDS ARE USING DRUGS AND THEN HAVING SERIOUS SMOKING ISSUES AND LUNG CANCER." ADDITIONALLY, IT WAS NOTED THAT THERE ARE SPECIFIC REQUIREMENTS FOR LOCAL FACILITIES AND THAT IS LEADING TO LIMITATIONS IN PATIENTS SEEKING MENTAL AND BEHAVIORAL HEALTH CARE. ONE INTERVIEWEE STATED: "THERE'S A SMALL HEALTH SYSTEM IN TOWN THAT'S THE GATEKEEPER FOR MENTAL HEALTH. LET'S SAY YOU ARE AN ALCOHOLIC. THEY WON'T TREAT YOU UNTIL YOU'RE NOT DRINKING OR ARE DETOXED. WE NEED PROVIDERS THAT ARE LINKED TO THE HOSPITAL THAT CAN HELP THEM."PRIORITY #2: CONTINUED RECRUITMENT & RETENTION OF HEALTHCARE WORKFORCE:MONTEZUMA COUNTY HAS A HIGHER PERCENTAGE OF INDIVIDUALS WHO DO NOT HAVE A PERSONAL DOCTOR AS COMPARED TO THE STATE. ADDITIONALLY, MONTEZUMA COUNTY HAS SEVERAL HEALTH PROFESSIONAL SHORTAGE AREA DESIGNATIONS AS DEFINED BY THE U.S. DEPARTMENT OF HEALTH AND HUMAN SERVICES HEALTH RESOURCES AND SERVICES ADMINISTRATION (HRSA). IT WAS NOTED BY INTERVIEWEES THAT THERE IS A NEED FOR RECRUITMENT AND RETENTION OF THE HEALTHCARE WORKFORCE IN THE COMMUNITY, SUCH AS PHYSICIANS AND NURSES. ONE INTERVIEWEE STATED: "I THINK WE HAVE A LOVELY HOSPITAL. THE BIGGEST CONCERN IS KEEPING PHYSICIANS HERE. THAT TENDS TO BE A REVOLVING DOOR. THAT IS A BIG CONCERN. HOW DO WE INCENTIVIZE PROVIDERS TO STAY HERE AND CREATE THOSE RELATIONSHIPS WITH THE PATIENTS?" ANOTHER INTERVIEWEE STATED: "BRINGING MORE PHYSICIANS AND NURSES TO THE AREA [IS A NEED]. ACROSS THE BOARD, YOU CAN'T GET ANYTHING DONE BECAUSE YOU DON'T HAVE A PHYSICIAN BUT ONCE YOU GET THE PHYSICIAN, THEN YOU DON'T HAVE NURSES [TO HELP]." IN REGARDS TO PRIMARY CARE, INTERVIEWEES ACKNOWLEDGED EFFORTS MADE BY THE HOSPITAL TO IMPROVE PRIMARY CARE ACCESS, HOWEVER, THERE ARE STILL ISSUES WITH ACCESSING PROVIDERS DUE TO LONG WAIT TIMES AT APPOINTMENTS, LACK OF AVAILABLE PROVIDERS, AFFORDABILITY BARRIERS AND LIMITED INTERNET ACCESS. ONE INTERVIEWEE STATED: "OUR HOSPITAL DOES A GREAT JOB WITH THE RESOURCES THEY HAVE. HOWEVER, WE DO SERVE MORE THAN MONTEZUMA COUNTY. THE SYSTEM IS OVERWHELMED. PEOPLE ARE AGITATED BECAUSE THEY ARE EXPECTING TO BE SEEN AND THEN AREN'T SEEN FOR A COUPLE OF HOURS. THERE'S JUST NOT ENOUGH PROVIDERS FOR THE COMMUNITY." ANOTHER INTERVIEWEE STATED: "PRIMARY CARE IS WHERE I SEE THE MAJORITY OF THE ISSUES. EITHER THERE ARE NO DOCTORS OR THEY CAN'T AFFORD IT. RECENTLY I HAD SOMEONE TELL ME THAT TO GET AN APPOINTMENT, IT WAS ABOUT 3060 DAYS. I KNOW SOME DOCTORS ARE DOING TELEHEALTH BUT THERE ARE A LOT OF PEOPLE WITHOUT WIFI OR TECHNOLOGY." THERE WERE CONCERNS DISCUSSED BY INTERVIEWEES SURROUNDING THE UNMET NEEDS OF THE AGING/ELDERLY POPULATION DUE TO LIMITED KNOWLEDGE OF TELEMEDICINE USAGE FOR APPOINTMENTS. INTERVIEWEES HAD CONFLICTING STATEMENTS REGARDING THE ACCESSIBILITY OF PRIMARY CARE DOCTORS. ONE INTERVIEWEE STATED: "MY SENSE IS WHEN PEOPLE NEED ACCESS TO THEIR PRIMARY CARE, THEY CAN GET TO IT PRETTY EASILY. I THINK IT'S A COUPLE WEEKS OR SOONER [TO BE SEEN]." ANOTHER INTERVIEWEE STATED: "THE SYSTEM IS OVERWHELMED. THERE'S JUST NOT ENOUGH PROVIDERSFOR THE COMMUNITY." A FEW INTERVIEWEES ACKNOWLEDGED THAT THERE ARE ADDITIONAL SITES OF CARE AVAILABLE IN THE COMMUNITY BUT THERE ARE STILL ISSUES WITH AVAILABILITY OF APPOINTMENTS. ONE INTERVIEWEE STATED: "THERE ARE A COUPLE OF WALK IN CLINICS BUT SOME OF THOSE ARE FULL." ADDITIONALLY, A COUPLE INTERVIEWEES NOTED A POTENTIAL BARRIER WITH USING OTHER FACILITIES FOR CARE BECAUSE OF FRAGMENTED CONTINUUM OF CARE. ONE INTERVIEWEE STATED: "YOU CAN WAIT UP TO TWO WEEKS [TO BE SEEN]. IF YOU HAVE A PROBLEM RIGHT NOW, THE ADVICE IS TO GO TO THE WALK IN CLINIC TO GET SEEN. THE WALK IN CLINIC IS GREAT, BUT FOR SOMEONE THAT HAS A DOCTOR, THE CLINIC DOESN'T KNOW THE LATEST OF WHAT'S GOING ON WITH THE PATIENT." WITH REGARDS TO SPECIALTY CARE, INTERVIEWEES APPRECIATED THE HOSPITAL'S INVOLVEMENT IN ACCESSING SPECIALTY CARE INCLUDING RECRUITMENT NEEDS AND ACCESSIBILITY TO SEE A SPECIALIST. SPECIFIC SPECIALTIES MENTIONED AS NEEDED INCLUDE CARDIOLOGY, ONCOLOGY, ORTHOPEDICS, UROLOGY, LOCAL DIALYSIS OPTIONS, DERMATOLOGY, OB/GYN, PULMONOLOGY AND INTERNAL MEDICINE. INTERVIEWEES DISCUSSED THE SHORTAGE OF LOCAL SPECIALTY CARE SERVICES IS LEADING TO THE OUTMIGRATION OF PATIENTS TO DURANGO, GRAND JUNCTION, COLORADO SPRINGS, ALBUQUERQUE AND FARMINGTON. A COUPLE OF INTERVIEWEES EXPRESSED THAT THE LACK OF ACCESS TO VA SPECIALTY CARE IS LEADING TO OUTMIGRATION TO NEARBY CITIES. ONE INTERVIEWEE STATED: "IT'S DIFFICULT FOR OUR VETERANS. THEY HAVE TO TRAVEL TO A VA HOSPITAL IN ALBUQUERQUE, GRAND JUNCTION OR DURANGO. FOR THE VETERANS MOSTLY CARDIOLOGY OR UROLOGY [ARE NEEDED]." FOR DENTAL CARE IN THE COMMUNITY, INTERVIEWEES HAD CONFLICTING STATEMENTS REGARDING THE ACCESSIBILITY OF ROUTINE DENTAL CARE NEEDS. ONE INTERVIEWEE STATED: "[DENTAL CARE IS] VERY ACCESSIBLE. I MADE AN APPOINTMENT WITH MY LOCAL DENTIST. I HAVE TO WAIT A COUPLE OF MONTHS BUT THAT'S BECAUSE HE'S BUSY AND POPULAR." ANOTHER INTERVIEWEE STATED: "IF I NEED A NON-URGENT APPOINTMENT, IT WOULD TAKE ABOUT A MONTH." INTERVIEWEESALSO MENTIONED THE LONG WAIT TIMES FOR HIGHER LEVELS OF DENTAL CARE SERVICES AND THE NEED FOR ORAL SURGEONS IN THE COMMUNITY. THERE WERE CONFLICTING STATEMENTS MADE BY INTERVIEWEES REGARDING THE AVAILABILITY OF PEDIATRIC DENTISTS. ONE INTERVIEWEE STATED: "I THINK THERE ARE ENOUGH PEDIATRIC DENTISTS." ANOTHER INTERVIEWEE STATED: "THERE IS NO PEDIATRIC DENTAL GROUP HERE IN TOWN. I THINK THE COUNTY HEALTH DEPARTMENT HAS A DENTIST THAT TRAVELS FOR THOSE TYPES OF SITUATIONS." A FEW INTERVIEWEES DISCUSSED THE DEMAND FOR HIGHER ACUITY DENTAL NEEDS AND HOW THAT IS LEADING TO OUTMIGRATION TO DURANGO AND FARMINGTON. LASTLY, INTERVIEWEES MENTIONED THE CHALLENGE IN ACCESSING DENTAL SERVICES FOR MEDICAID, MEDICARE AND VETERAN PATIENTS. ONE INTERVIEWEE STATED: "THERE IS A DENTAL PROGRAM IN THE HEALTH DEPARTMENT CALLED SMILE MAKERS. THAT IS PRETTY MUCH THE ONLY MEDICAID PROVIDER AT THIS TIME. THERE ARE A COUPLE OF PRIVATE PRACTICE DENTIST OFFICES. ONE REALLY UNDERSERVED GROUP IS THE ELDERLY. MEDICARE DOES NOT HAVE DENTAL PLANS." ANOTHER INTERVIEWEE STATED: "FOR VETERANS, THEY DON'T HAVE DENTAL COVERAGE UNLESS THEY HAVE SUPPLEMENTAL DENTAL COVERAGE. SO MOST OF THEM DON'T SEE THE DENTIST." |
| SOUTHWEST MEMORIAL HOSPITAL | PART V, SECTION B, LINE 16J: POLICY COMMUNICATION IS INCLUDED IN THE QUARTERLY NEWSLETTER. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 6 | FacilityNum |
Oth Hlth Care Fclts Not Hospital OthHlthCareFcltsNotHospitalGrp
Oth Hlth Care Fclts OthHlthCareFcltsGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | FacilityFacilityTxt |
|---|---|---|---|---|
| 1 - SOUTHWEST MEMORIAL PRIMARY CARE | ||||
| 1311A N MILDRED RD SUTIE B C D | CORTEZ | CO | 81321 | RURAL HEALTH CLINIC |
| 2 - SOUTHWEST WALK-IN CARE | ||||
| 1413 N MILDRED RD | CORTEZ | CO | 81321 | RURAL HEALTH CLINIC |
| 3 - MANCOS VALLEY HEALTH CENTER | ||||
| 111 RAILROAD AVENUE | MANCOS | CO | 81328 | RURAL HEALTH CLINIC |
| 4 - SW MEMORIAL PHYSICIANSSPECIALTY CARE | ||||
| 1311A N MILDRED RD SUITE A | CORTEZ | CO | 81321 | PHYSICIAN OFFICE |
| 5 - SOUTHWEST SCHOOL-BASED HEALTH CENTER | ||||
| 418 SOUTH SLIGO STREET | CORTEZ | CO | 81321 | RURAL HEALTH CLINIC |
| 7 - SOUTHWEST HEALTH SYSTEM PHARMACY | ||||
| 1311A N MILDRED RD | CORTEZ | CO | 81321 | NON-RURAL HEALTH CLINIC |
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 3C: | IN ADDITION TO THE FPG, THE ORGANIZATION CONSIDERS MEDICAL INDIGENCY WHEN DETERMINING ELIGIBILITY FOR FINANCIAL ASSISTANCE. |
| PART I, LINE 7: | THE ORGANIZATION USED A COST-TO-CHARGE RATIO FOR LINES 7A. UNREIMBURSED MEDICAID AND SUBSIDIZED HEALTH SERVICES WERE CALCULATED USING THE COST REPORT AND ANALYZING THE MEDICARE RATIO OF COST TO CHARGE FOR THE RESPECTIVE COST CENTERS. THE INFORMATION FOR LINES 7E AND 7I WAS DERIVED FROM INFORMATION IN THE GENERAL LEDGER AND OTHER FINANCIAL DATA RELATED SPECIFICALLY TO THE VARIOUS TYPES OF COMMUNITY BENEFITS. |
| PART III, LINE 2: | THE BAD DEBT ON LINE 2 IS REPORTED AT CHARGES. THE HEALTH SYSTEM REPORTS PATIENT ACCOUNTS RECEIVABLE FOR SERVICES RENDERED AT NET REALIZABLE AMOUNTS FROM THIRD PARTY PAYERS, PATIENTS, AND OTHERS. THE HEALTH SYSTEM PROVIDES AN ALLOWANCE FOR DOUBTFUL ACCOUNTS BASED UPON A REVIEW OF OUTSTANDING RECEIVABLES, HISTORICAL COLLECTION INFORMATION AND EXISTING ECONOMIC CONDITIONS. |
| PART III, LINE 4: | THE FOOTNOTE TO THE ORGANIZATION'S FINANCIAL STATEMENTS THAT DESCRIBES BAD DEBT EXPENSES CAN BE FOUND ON PAGE 22-26 OF THE ATTACHED AUDITED FINANCIAL STATEMENTS. |
| PART III, LINE 8: | ONE HUNDRED PERCENT OF ANY SHORTFALL SHOULD BE TREATED AS COMMUNITY BENEFIT. A FACILITY MUST BE ABLE TO RECOVER ITS COSTS IN ORDER TO CONTINUE TO PROVIDE QUALITY CARE TO MEDICARE PATIENTS AND THE COMMUNITY AS A WHOLE. SERVICES ARE PROVIDED TO PATIENTS UNDER THE MEDICARE PROGRAM KNOWING THAT NOT ALL COSTS ASSOCIATED WITH ROVIDING THESE SERVICES WILL BE RECOVERED. PROVIDING THESE SERVICES IS ESSENTIAL TO THESE PATIENTS AND THE COMMUNITY AND INCREASES THEIR ACCESS TO HEALTHCARE SERVICES. THEREFORE, THE ENTIRE MEDICARE SHORTFALL IS CONSIDERED A COMMUNITY BENEFIT. MEDICARE ALLOWABLE COSTS OF CARE ARE BASED ON THE MEDICARE COST REPORT. THE MEDICARE COST REPORT IS COMPLETED BASED ON THE RULES AND REGULATIONS SET FORTH BY CENTERS FOR MEDICARE AND MEDICAID SERVICES. |
| PART III, LINE 9B: | THE ORGANIZATION REFRAINS FROM SENDING PATIENT ACCOUNTS TO COLLECTION UNTIL 120 DAYS AFTER THE DATE OF THE FIRST POST-DISCHARGE BILLING STATEMENT. IF A PATIENT APPLIES FOR FINANCIAL ASSISTANCE WITHIN 240 DAYS OF THE DATE OF THE FIRST POST-DISCHARGE BILLINGS STATEMENT THE ORGANIZATION WILL PULL THE ACCOUNTS FROM COLLECTIONS. |
| PART V, LINE 11 CONTINUED | (CONTINUED)PRIORITY #3: INCREASED EMPHASIS ON ADDRESSING SOCIAL DETERMINANTS OF HEALTH TO REDUCE HEALTH DISPARITIES AMONG SPECIFIC POPULATIONS:DATA SUGGESTS THAT SOME RESIDENTS IN THE STUDY AREA FACE SIGNIFICANT COST BARRIERS WHEN ACCESSING THE HEALTHCARE SYSTEM. MONTEZUMA COUNTY ALSO HAS A HIGHER PERCENTAGE OF FAMILIES AND CHILDREN LIVING BELOW POVERTY THAN THE STATE. ADDITIONALLY, MONTEZUMA COUNTY HAS A LOWER MEDIAN HOUSEHOLD INCOME THAN THE STATE, HIGHER OVERALL AND CHILD FOOD INSECURITY RATES, HIGHER RATES OF SUPPLEMENTAL NUTRITION ASSISTANCE PROGRAM (SNAP) RECIPIENTS, AS WELL AS A HIGHER PERCENTAGE OF PUBLIC SCHOOL STUDENTS ELIGIBLE FOR FREE OR REDUCED PRICE LUNCH THAN THE STATE. MONTEZUMA COUNTY HAS A HIGHER RATE OF THOSE ADULTS (AGE 1864) WHO ARE UNINSURED AS COMPARED TO THE STATE. WHEN ANALYZING THE ECONOMIC STATUS, MONTEZUMA COUNTY IS IN MORE ECONOMIC DISTRESS THAN OTHER COUNTIES IN THE STATE. ADDITIONALLY, MONTEZUMA COUNTY IS DESIGNATED AS HEALTH PROFESSIONAL SHORTAGE AREAS AND MEDICALLY UNDERSERVED AREAS, AS DEFINED BY THE U.S. DEPARTMENT OF HEALTH AND HUMAN SERVICES HEALTH RESOURCES AND SERVICES ADMINISTRATION (HRSA). INTERVIEWEES DISCUSSED THE LIMITED ACCESSIBILITY AND OPTIONS FOR LOW INCOME, UN/UNDERINSURED POPULATIONS. INTERVIEWEES ALSO EXPRESSED CONCERN ABOUT MEDICARE ADVANTAGE COVERAGE AND CONTRACTS FOR FUTURE SERVICES. IT WAS NOTED SEVERAL TIMES THAT AFFORDABILITY ISSUES ARE LEADING TO PATIENTS SEEKING CARE AT THE EMERGENCY ROOM, PARTICULARLY THOSE ON MEDICAID. A FEW INTERVIEWEES DESIRE ADDITIONAL SUPPORT FOR THE WORKING POOR TO AFFORD HEALTH SERVICES. LASTLY, A COUPLE OF INTERVIEWEES DISCUSSED THE LOW PRIORITIZATION AND UTILIZATION OF AFFORDABLE HEALTH CARE OPTIONS FOR SPECIFIC GROUPS. ONE INTERVIEWEE STATED: "THERE'S A REASON WHY LOWER COST OPTIONS ARE NOT UTILIZED. I THINK PEOPLE [WHO ARE STRUGGLING] ARE IN A PRETTY HIGH LEVEL OF SURVIVAL MODE. THAT CUT DOWNS THE AWARENESS OF OPTIONS." INTERVIEWEES ACKNOWLEDGED THE COMMUNITY IMPROVEMENT IN ACCESSING HEALTH CARE SERVICES HOWEVER, THERE IS STILL A CONTINUED NEED TO ADDRESS THE SOCIAL DETERMINANTS OF HEALTH IN THE COMMUNITY LIKE TRANSPORTATION AND CHILD CARE. ONE INTERVIEWEE STATED: "WE'VE GROWN OUR ACCESS BUT WE STILL NEED THE SOCIAL DETERMINANTS OF HEALTH ADDRESSED IN OUR COMMUNITIES LIKE TRANSPORTATION. SOME PATIENTS CAN'T COME TO THEIR APPOINTMENTS BECAUSE OF TRANSPORTATION OR THERE'S NO CHILD CARE AVAILABLE." A FEW INTERVIEWEES DISCUSSED THE LIMITED TRANSPORTATION OPTIONS IN THE COMMUNITY, PARTICULARLY FOR THE MEDICAID POPULATION. ONE INTERVIEWEE STATED: "I SEE PATIENTS WHO ARE DISCHARGED FROM THE HOSPITAL AND [NEED] THE EXTRA HELP, LIKE GETTING TRANSPORTATION. A LOT OF PATIENTS ARE OVERWHELMED AND CAN'T GET THEMSELVES TO RESOURCES [THEY NEED]." ANOTHER INTERVIEWEE STATED: "TRANSPORTATION IS HUGE WHICH REALLY TIES TO HAVING ACCESS TO HEALTHCARE. THAT IS ONE OF THE BIGGEST BARRIERS THAT THIS AREA IS NOT ADDRESSING. PUBLIC TRANSPORTATION IS LIMITED. THE BUS PICKS UP CERTAIN QUALIFIED INDIVIDUALS TO GET A RIDE. I'VE HEARD ONE ISSUE AT AXIS HEALTH. THERE AREN'T ENOUGH MEDICAID TRANSPORTS THAT ASSIST THE PATIENTS THAT NEED TO GET TO THEIR APPOINTMENTS." LASTLY, A FEW INTERVIEWEES MENTIONED THE LACK OF LOCAL VA CLINICS LEADING TO OUTMIGRATION. ONE INTERVIEWEE STATED: "SOME VETERANS HAVE TO DRIVE 45 MILES ONE WAY OR 7580 MILES TO BE ABLE TO GO TO THE VA CLINIC. THIS IS SOMETHING WE NEED TO GET HASHED OUT." WHEN ASKED ABOUT WHICH SPECIFIC GROUPS ARE AT RISK FOR INADEQUATE CARE, INTERVIEWEES SPOKE ABOUT THE ELDERLY, TEENAGERS/ADOLESCENTS, LOW INCOME, RACIAL/ETHNIC, VETERANS/MILITARY DEPENDENTS, AND THE HOMELESS. WITH REGARDS TO THE ELDERLY POPULATION, INTERVIEWEES DISCUSSED AN INCREASING NEED FOR PALLIATIVE CARE, INTERNAL MEDICINE AND SPECIALTY CARE NEEDS, A NEED FOR END OF LIFE PROGRAMS/FACILITIES, TRANSPORTATION BARRIERS, ALZHEIMER'S DISEASE AND DEMENTIA AS WELL AS A NEED FOR AFFORDABLE LONG TERM CARE AND ASSISTED LIVING FACILITIES. WITH THE TEENAGERS/ADOLESCENT POPULATION, INTERVIEWEES MENTIONED TRANSPORTATION BARRIERS, OBESITY AND PHYSICAL INACTIVITY, A NEED MORE MENTAL AND BEHAVIORAL HEALTH SERVICES, A NEED TO DECREASE THE STIGMA ASSOCIATED WITH MENTAL AND BEHAVIORAL HEALTH, FOOD INSECURITY, DEPRESSION AND SUICIDE, AS WELL AS ALCOHOL AND SUBSTANCE MISUSE/ABUSE. LOW INCOME RESIDENTS WERE DISCUSSED AS BEING DISPROPORTIONATELY CHALLENGED BY A NEED FOR AWARENESS OF PROGRAMS IN THE COMMUNITY, INSURANCE/AFFORDABILITY OF SERVICES, ACCESS TO HOUSING, ACCESS TO HEALTHCARE, TRANSPORTATION BARRIERS, DOMESTIC VIOLENCE CONCERNS, ALCOHOL AND SUBSTANCE MISUSE/ABUSE. RACIAL/ETHNIC GROUPS WERE DISCUSSED AS FACING TRANSPORTATION ISSUES, PARTICULARLY FOR NATIVE AMERICANS LIVING IN THE RESERVATIONS, CULTURAL PRACTICES LEADING TO POTENTIAL BARRIERS LIKE MISTRUST AND GENERATIONAL KNOWLEDGE, ACCESS TO HEALTH SERVICES, PARTICULARLY FOR INDIVIDUALS LIVING ON THE RESERVATIONS, DEPRESSION AND SUICIDE AS WELL AS ALCOHOL AND SUBSTANCE MISUSE/ABUSE. VETERANS/MILITARY DEPENDENTS WERE BROUGHT UP AS A SUBGROUP OF THE POPULATION THAT MAY BE DISPROPORTIONATELY AFFECTED BY A LACK OF ACCESS TO LOCAL, NEARBY VA SERVICES AS WELL AS TRANSPORTATION BARRIERS. LASTLY, THE HOMELESS POPULATION WAS DISCUSSED BY INTERVIEWEES AS A GROWING POPULATION AND A GROUP THAT HAS AN INCREASING DEMAND FOR HEALTH SERVICES, TRANSPORTATION BARRIERS, AND A NEED FOR AFFORDABLE AND AVAILABLE SHELTER/HOUSING OPTIONS.PRIORITY #4: PREVENTION, EDUCATION AND SERVICES TO ADDRESS HIGH MORTALITY RATES, CHRONIC DISEASES, PREVANTABLE CONDITIONS AND UNHEALTHY LIFESTYLE:DATA SUGGESTS THAT HIGHER RATES OF SPECIFIC MORTALITY CAUSES AND UNHEALTHY BEHAVIORS WARRANT A NEED FOR INCREASED PREVENTIVE EDUCATION AND SERVICES TO IMPROVE THE HEALTH OF THE COMMUNITY. HEART DISEASE AND CANCER ARE THE TWO LEADING CAUSES OF DEATH IN MONTEZUMA COUNTY AND THE STATE. MONTEZUMA COUNTY HAS HIGHER MORTALITY RATES THAN COLORADO FOR THE FOLLOWING CAUSES OF DEATH: HEART DISEASE; CANCER; ACCIDENTS (UNINTENTIONAL INJURIES); CHRONIC LOWER RESPIRATORY DISEASES, INTENTIONAL SELFHARM (SUICIDE); CHRONIC LIVER DISEASE AND CIRRHOSIS, DIABETES MELLITUS; AND LUNG AND BRONCHUS CANCER. MONTEZUMA COUNTY HAS HIGHER PREVALENCE RATES OF CHRONIC CONDITIONS, SUCH AS ADULTS WITH DIABETES, ARTHRITIS AND ADULTS WITH HIGH BLOOD PRESSURE. MONTEZUMA COUNTY HAS HIGHER PERCENTAGES OF RESIDENTS PARTICIPATING IN UNHEALTHY LIFESTYLE BEHAVIORS SUCH AS PHYSICAL INACTIVITY AND BINGE DRINKING THAN THE STATE. WITH REGARDS TO MATERNAL AND CHILD HEALTH, SPECIFICALLY, MONTEZUMA COUNTY HAS HIGHER LOW BIRTH WEIGHT BIRTHS, HIGHER TEEN (AGE 019 YEARS) BIRTH AND HIGHER RATES OF WOMEN WHO RECEIVED INADEQUATE PRENATAL CARE THAN THE STATE. DATA SUGGESTS THAT MONTEZUMA COUNTY RESIDENTS ARE NOT APPROPRIATELY SEEKING PREVENTIVE CARE SERVICES, SUCH AS TIMELY MAMMOGRAPHY, COLONOSCOPY OR PAP TESTS. MONTEZUMA COUNTY HAS LOWER VACCINATION RATES FOR ADULTS AND THOSE 65+ WHO HAVE RECEIVED THEIR FLU VACCINE IN THE PAST 12 MONTHS AND THOSE 65+ WHO HAVE RECEIVED THEIR PNEUMONIA VACCINE IN THE PAST 12 MONTHS AS COMPARED TO THE STATE. MONTEZUMA COUNTY HAS A LOWER RATE OF DENTISTS PER 100,000 THAN THE STATE AS WELL. MONTEZUMA COUNTY HAS A LOWER PERCENTAGE OF ITS POPULATION VACCINATED WITH THE FIRST DOSE AND SECOND DOSE AND A LOWER TOTAL AMOUNT OF COVID19 CASES THAN THE STATE (INFORMATION AS OF JULY 22, 2022). SEVERAL INTERVIEWEES EXPRESSED APPRECIATION FOR THE HOSPITAL IN EDUCATING PATIENTS ON THE IMPORTANCE OF HAVING A DOCTOR AND COLLABORATION BETWEEN LOCAL ORGANIZATIONS. ONE INTERVIEWEE STATED: "HEALTHY LIFESTYLE MANAGEMENT IS AN AREA THAT WE ACTUALLY DO REASONABLY WELL IN BETWEEN THE HOSPITAL, COMMUNITY CLINICS AND THE PUBLIC HEALTH DEPARTMENT. IF PEOPLE ARE INTERESTED IN HEALTHY LIFESTYLE INFORMATION THEY CAN FIND IT." IT WAS MENTIONED THAT THERE WAS A DESIRE TO SEE ADDITIONAL MARKETING OF SERVICES IN THE COMMUNITY AS WELL AS MORE EDUCATION ON HEALTHY LIFESTYLES. ONE INTERVIEWEE STATED: "WE HAVE GOT TO EDUCATE ON HOW TO TAKE CARE OF ONESELF. IT'S NOT ABOUT TAKING A PILL THAT WILL TAKE CARE OF ONESELF. A LOT OF PEOPLE THINK THAT WAY AND IN REALITY THAT DOESN'T WORK. IT'S A HUGE EDUCATION COMPONENT." SEVERAL INTERVIEWEES ACKNOWLEDGED THE LOCAL RESOURCES IN THE COMMUNITY BUT MENTIONED HOW THERE WERE POTENTIAL BARRIERS FOR SOME POPULATIONS DUE TO COST. ONE INTERVIEWEE STATED: "WE DO HAVE A RECREATIONAL CENTER AND THREE OTHER GYMS BUT AGAIN, IT'S THE COST." A COUPLE OF INTERVIEWEES EXPRESSED CONCERN SURROUNDING EQUITABLE HEALTH OPPORTUNITIES FOR THE COMMUNITY AND POTENTIAL BARRIERS FOR SOME SENIORS REGARDING THE AFFORDABILITY OF FOOD AND MEALS. ONE INTERVIEWEE STATED: "DO WE HAVE EQUITABLE HEALTH OPPORTUNITIES? I WOULD SAY NO. THERE ARE SUPPORT GROUPS LIKE AA AND NA BUT THAT'S IF YOU HAVE SPECIFIC PROBLEMS. WE DO HAVE A SENIOR CENTER THAT SERVES MEALS BUT THEY AREN'T NECESSARILY FREE." |
| PART VI, LINE 2: | IN ADDITION TO THE CHNA DATA COLLECTION AND ANALYSIS, INPUT IS RECEIVED FROM MEDICAL STAFF, HOSPITAL LEADERSHIP, AND THE BOARD. THE HOSPITAL ALSO REVIEWS NEEDS AS PART OF THE COLORADO MANDATED HOSPITAL TRANSFORMATION PROJECT, AND IS A PARTICIPANT IN COLORADO'S REGIONAL ACCOUNTABLE ENTITIES (RAE). |
| PART VI, LINE 3: | PATIENTS ARE SENT LETTERS DESCRIBING THE PROGRAMS AVAILABLE TO ASSIST WITH THEIR MEDICAL BILLS. THE LETTER EXPLAINS THE PROCESS AND THE DOCUMENTS NEEDED TO COMPLETE THE ASSISTANCE APPLICATIONS(S). THE LETTER ALSO ENCOURAGES THE PATIENT TO CHECK THEIR ELIGIBILITY WITH THEIR STATE MEDICAID OFFICE. FOLLOW-UP APPOINTMENTS ARE SCHEDULED WITH FINANCIAL COUNSELORS TO COMPLETE THE ASSISTANCE APPLICATIONS. |
| PART VI, LINE 4: | GEOGRAPHICALLY, THE PRIMARY SERVICE AREA (PSA) OF SHS IS COMPRISED OF SEVEN ZIP CODES WITHIN AND AROUND MONTEZUMA COUNTY IN SOUTHWEST COLORADO. THE PSA IS SITUATED BETWEEN THE MOUNTAINS TO THE EAST AND DESERTS TO THE WEST. MONTEZUMA COUNTY IS RURAL AND HEAVILY AGRICULTURAL AND VERY DEPENDENT UPON TOURISM. THE MEDIAN AGE IN MONTEZUMA COUNTY AND THE STATE IS EXPECTED TO SLIGHTLY INCREASE OVER THE NEXT FIVE YEARS (2022-2027). MONTEZUMA COUNTY (44.7 YEARS) HAS AN OLDER MEDIAN AGE THAN COLORADO (37.9) (2022). THE MEDIAN HOUSEHOLD INCOME IN MONTEZUMA COUNTY AND THE STATE IS EXPECTED TO INCREASE OVER THE NEXT FIVE YEARS (2022-2027).- MONTEZUMA COUNTY ($57,603) HAS A LOWER MEDIAN HOUSEHOLD INCOME THAN COLORADO ($84,521) (2022).- MONTEZUMA COUNTY (33.3%) HAS A LOWER PERCENTAGE OF RESIDENTS WITH A BACHELOR OR ADVANCED DEGREE THAN THE STATE (44.6%) (2022). UNEMPLOYMENT RATES IN MONTEZUMA COUNTY AND THE STATE INCREASED BETWEEN 2019 AND 2020.- IN 2021, MONTEZUMA COUNTY (5.6%) HAD A SLIGHTLY HIGHER UNEMPLOYMENT RATE THAN THE STATE (5.4%).- BETWEEN 2016 AND 2020, THE PERCENT OF CHILDREN (<18 YEARS) LIVING BELOW POVERTY IN MONTEZUMA COUNTY AND COLORADO DECREASED.- MONTEZUMA COUNTY (20.0%) HAS HIGHER PERCENTAGE OF CHILDREN (<18 YEARS) LIVING BELOW POVERTY THAN COLORADO (10.6%) (2020).THE COUNTY HEALTH RANKINGS RANK 59 COUNTIES IN COLORADO (1 BEING THE BEST, 59 BEING THE WORST). MANY FACTORS GO INTO THESE RANKINGS, INCLUDING:- LENGTH OF LIFE (PREMATURE DEATHS)- CLINICAL CARE (PRIMARY CARE PROVIDERS, PREVENTABLE HOSPITAL DAYS, MAMMOGRAPHY SCREENINGS)- SOCIAL AND ECONOMIC FACTORS (HIGH SCHOOL COMPLETION, CHILDREN IN POVERTY, INJURY DEATHS) |
| PART VI, LINE 5: | SHS'S BOARD OF DIRECTORS IS CURRENTLY COMPRISED OF PERSONS WHO RESIDE IN THE PRIMARY SERVICE AREA (PSA) AND ARE NEITHER EMPLOYEES NOR INDEPENDENT CONTRACTORS OF SHS, WITH THE EXCEPTION OF ONE MEMBER WHO IS AN INDEPENDENT CONTRACTOR AS A CRNA. MEDICAL STAFF PRIVILEGES ARE OPEN TO ALL QUALIFIED PHYSICIANS. SURPLUS FUNDS ARE USED TO IMPROVE THE CARE OF PATIENTS. SHS HOLDS EDUCATION HEALTH SEMINARS, OPEN AT NO CHARGE TO COMMUNITY MEMBERS, AND PARTICIPATES IN HEALTH FAIRS WITH FREE AND LOW COST SCREENING EXAMS. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SPONSORSHIPS AND DONATIONS | GrantTypeTxt |
| Recipient | 4 | RecipientCnt |
| Cash Grant | $8,439 | CashGrantAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BRADEN JONES | ||||||||||||||
| CLINIC PHYSICIAN | $1,056,161 | $0 | $30,000 | $0 | $120 | $0 | $32,400 | $0 | $23,035 | $0 | $1,141,716 | $0 | $0 | $0 |
| KEVIN MATTESON MD | ||||||||||||||
| CHIEF OF STAFF | $516,021 | $0 | $0 | $0 | $812 | $0 | $37,875 | $0 | $23,069 | $0 | $577,777 | $0 | $0 | $0 |
| ERIN SCHMITT | ||||||||||||||
| CLINIC PHYSICIAN | $430,667 | $0 | $0 | $0 | $14,062 | $0 | $32,400 | $0 | $35,295 | $0 | $512,424 | $0 | $0 | $0 |
| JOEL BAGLEY | ||||||||||||||
| CLINIC PHYSICIAN | $411,015 | $0 | $30,000 | $0 | $108 | $0 | $32,237 | $0 | $32,818 | $0 | $506,178 | $0 | $0 | $0 |
| RANDY DAVIDSON | ||||||||||||||
| HOSPITAL PHYSICIAN | $428,227 | $0 | $0 | $0 | $789 | $0 | $29,880 | $0 | $23,373 | $0 | $482,269 | $0 | $0 | $0 |
| KENTON ASCHE | ||||||||||||||
| HOSPITAL PHYSICIAN | $413,113 | $0 | $0 | $0 | $118 | $0 | $32,381 | $0 | $26,392 | $0 | $472,004 | $0 | $0 | $0 |
| CHARLES KRUPA | ||||||||||||||
| CIO | $193,902 | $0 | $0 | $0 | $120 | $0 | $22,130 | $0 | $12,824 | $0 | $228,976 | $0 | $0 | $0 |
| TRAVIS PARKER | ||||||||||||||
| CHIEF HR OFFICER | $152,994 | $0 | $0 | $0 | $526 | $0 | $19,825 | $0 | $12,736 | $0 | $186,081 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 3 | BEGINNING IN APRIL 2018, SHS ENTERED INTO A MANAGEMENT AGREEMENT WITH COMMUNITY HEALTH CONSULTING (CHC). CHC REVIEWS MANAGEMENT'S COMPENSATION USING METHODS IN PART I, LINE 3. |
| PART I, LINE 7 | QUARTERLY PRODUCTIVITY BONUSES WERE PAID OUT TO PROVIDERS DEPENDING ON THE NUMBER OF SERVICES PROVIDED ABOVE THEIR CONTRACTED AMOUNTS. PROVIDERS RECEIVED EXTRA ON CALL PAY FOR SHIFTS COVERED OVER THEIR MONTHLY SCHEDULED DAYS. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MONTEZUMA COUNTY COLORADO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 846000786 | BondIssuerEIN |
| CUSIP | 000000000 | CUSIPNum |
| Bond Issued | 2016-11-15 | BondIssuedDt |
| Issue Price | $39,261,315 | IssuePriceAmt |
| Purpose | CONSTRUCT EMS FACILITY & HOSPITAL IMPROVEMENTS & REFUND BOND ISSUED 9/27/07. | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $13,349,903 | RetiredAmt |
| Total Proceeds | $39,261,315 | TotalProceedsAmt |
| In Reserve Fund | $998,250 | InReserveFundAmt |
| Issuance Costs From Proceeds | $494,475 | IssuanceCostsFromProceedsAmt |
| Capital Expenditures | $29,204,329 | CapitalExpendituresAmt |
| Other Spent Proceeds | $8,564,261 | OtherSpentProceedsAmt |
| Substantial Completion | 2017 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | 0 | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | Yes (1) | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | Yes (1) | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | Yes (1) | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| LACY MOORE | |||
| DAUGHTER OF BOARD MEMBER | $64,508 | COMPENSATION | 0 |
| KIERRA FURY | |||
| DAUGHTER-IN-LAW OF BOARD MEMBER | $87,917 | COMPENSATION | 0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | SOUTHWEST HEALTH SYSTEM (SHS) HAS ENTERED INTO A MANAGEMENT AGREEMENT WITH COMMUNITY HEALTH CONSULTING (CHC) TO PROVIDE MANAGEMENT SERVICES FOR THE FACILITY. THE CEO, CFO, AND CNO ARE EMPLOYEES OF THE MANAGEMENT COMPANY. SHS PAID CHC $286,021.34 FOR SERVICES FOR THE CEOS JEANIE GENTRY, DAVID FAULKNER, AND JOE THEINE,$195,894.21 FOR CFO SERVICES OF JULIE LEONARD, AND SHELLE DIEHM, AND $169,275.17 FOR CNO SERVICES OF LISA GATES. |
| FORM 990, PART VI, SECTION A, LINE 8B | THERE ARE NO COMMITTEES THAT ARE ABLE TO ACT ON BEHALF OF THE BOARD. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PREPARED BY A THIRD PARTY, AND REVIEWED IN DETAIL BY THE CEO AND CFO FOR APPROVAL. IT IS PROVIDED TO THE GOVERNING BOARD FOR THEIR REVIEW AND COMMENT PRIOR TO FILING WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | CONFLICT OF INTEREST POLICIES COVER THE BOARD OF DIRECTORS, SENIOR LEADERSHIP, DEPARTMENT DIRECTORS, ALL EMPLOYEES, AND VOLUNTEERS. POTENTIAL CONFLICTS ARE REVIEWED REGULARLY AT THE LEVEL ABOVE THE INDIVIDUAL INVOLVED AND PROHIBITS OR REQUIRES DISCLOSURE OF ANY CONFLICT. WE DO NOT SEE MANY CHANGES LOCALLY OR ABROAD. WE CONSULT WITH ALL MEMBERS. IF A CONFLICT SHOULD ARISE, ANY VOTING MEMBERS OF THE BOARD SHALL RECUSE THEMSELVES FROM VOTING. |
| FORM 990, PART VI, SECTION B, LINE 15 | LINE 15A: BEGINNING IN APRIL 2018, SOUTHWEST HEALTH SYSTEMS (SHS) ENTERED INTO A MANAGEMENT AGREEMENT WITH COMMUNITY HEALTH CONSULTING (CHC). CHC OVERSEES AND REVIEWS THE COMPENSATION OF THE CEO AND CFO. THE BOARD REVIEWS THE MANAGEMENT CONTRACT. LINE 15B: THE CFO AND CNO ALSO HAVE MANAGEMENT AGREEMENTS WITH CHC. CHC OVERSEES AND REVIEWS THE COMPENSATION, AND THE BOARD REVIEWS AND APPROVES THE MANAGEMENT CONTRACT. COMPENSATION FOR ALL OTHER OFFICERS OF SHS IS REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS OR CHC. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES, AND FINANCIAL STATEMENTS ARE ALL MADE AVAILABLE TO THE PUBLIC UPON REQUEST. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOUTHWEST MEMORIAL HOSPITAL FOUNDATION INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1311 N MILDRED | AddressLine1Txt |
| City | CORTEZ | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 81321 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 841200460 | EIN |
| Primary Activities | SUPPORT THE HOSPITAL SYSTEM | PrimaryActivitiesTxt |
| Legal Domicile State | CO | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOUTHWEST HEALTH SYSTEM INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |