SOUTHWEST HEALTH SYSTEM INC: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- SOUTHWEST HEALTH SYSTEM INC (EIN 84-1337350)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-02
- IRS object ID
- 202203069349300340
- Schema version
- 2021v4.2
- 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 J
- Schedule K
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-02T08:45:20-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 | JULIE LEONARD | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 9705656666 | PhoneNum |
| Signature | 2022-10-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JULIE | PersonFirstNm |
| Person Last | LEONARD | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | NATHAN A RODGERS CPA | PreparerPersonNm |
| PTIN | P01568275 | PTIN |
| Phone | 5029923500 | PhoneNum |
| Preparation | 2022-10-31 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JULIE LEONARD | 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 | $73,211,618 | 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 QUALITY HEALTHCARE TO OUR COMMUNITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 4 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 4 | VotingMembersIndependentCnt |
| Total Employee | 583 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $11,211,178 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,092,573 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $56,977,051 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $69,381,341 | CYProgramServiceRevenueAmt |
| PY Investment Income | $76,712 | PYInvestmentIncomeAmt |
| CY Investment Income | -$115,408 | CYInvestmentIncomeAmt |
| PY Other Revenue | $164,983 | PYOtherRevenueAmt |
| CY Other Revenue | $644,036 | CYOtherRevenueAmt |
| PY Total Revenue | $68,429,924 | PYTotalRevenueAmt |
| CY Total Revenue | $73,002,542 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $36,601,035 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $39,521,765 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $31,195,482 | PYOtherExpensesAmt |
| CY Other Expenses | $32,301,457 | CYOtherExpensesAmt |
| PY Total Expenses | $67,796,517 | PYTotalExpensesAmt |
| CY Total Expenses | $71,823,222 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $633,407 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,179,320 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $64,837,245 | TotalAssetsBOYAmt |
| Total Assets EOY | $66,730,739 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $46,875,566 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $47,476,340 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $17,961,679 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $19,254,399 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO PROVIDE THE HIGHEST QUALITY HEALTH CARE TO OUR COMMUNITY BY BRINGING EXCELLENCE AND SERVICE TOGETHER TO PROMOTE, IMPROVE AND RESTORE HEALTH. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $67,687,904 | ExpenseAmt |
| Revenue | $69,381,341 | RevenueAmt |
| Desc | DURING 2021, SOUTHWEST HEALTH SYSTEMS SERVED APPROXIMATELY 51,323 INPATIENTS AND OUTPATIENTS, 54,836 PATIENTS WERE SERVED THROUGH OUR PHYSICIAN CLINICS, AND 12,606 PATIENTS WERE SEEN IN OUR EMERGENCY ROOM. | Desc |
| Total Program Service Expenses | $67,687,904 | 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 | 0 | 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 | 0 | 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 | 0 | 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 | 101 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 583 | 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 | Yes (1) | 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 | JULIE LEONARD | 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 (15 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| DAN VALVERDE | |||||||
| CHAIR | 3.50 | Yes (X) | $0 | $0 | $0 | ||
| TOM RICE | |||||||
| CHAIRPERSON RECREATION STAFF (END 04/21) | 3.50 | Yes (X) | $0 | $0 | $0 | ||
| SUSAN HODGDON | |||||||
| VICE-CHAIR | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| CODY BURKE | |||||||
| VICE-CHAIR (END 05/21) | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| SHIRLEY JONES | |||||||
| SECRETARY/TREASURER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| SEAN KILLOY | |||||||
| DIRECTOR (BEG 09/21) | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JEANETTE FILPI | |||||||
| CEO | 40.00 | $0 | $0 | $0 | Yes (X) | ||
| JULIE LEONARD | |||||||
| CFO | 40.00 | $0 | $0 | $0 | Yes (X) | ||
| BEN CARELOCK | |||||||
| CHIEF OF STAFF | 40.00 | $276,652 | $0 | $19,627 | Yes (X) | ||
| JOHN BROOKS ESQ | |||||||
| LEGAL | 40.00 | $151,992 | $0 | $0 | Yes (X) | ||
| BRADEN JONES | |||||||
| CLINIC PHYSICIAN | 40.00 | $698,356 | $0 | $20,813 | Yes (X) | ||
| ERIN SCHMITT | |||||||
| CLINIC PHYSICIAN | 40.00 | $498,139 | $0 | $19,566 | Yes (X) | ||
| KEVIN MATTESON | |||||||
| CLINIC PHYSICIAN | 40.00 | $528,469 | $0 | $19,718 | Yes (X) | ||
| KENTON ASCHE | |||||||
| HOSPITAL PHYSICIAN | 40.00 | $439,154 | $0 | $19,639 | Yes (X) | ||
| DOUGLAS BAGGE | |||||||
| HOSPITAL PHYSICIAN | 40.00 | $472,765 | $0 | $27,020 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,065,527 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $126,383 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 48 | 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 | $1,208,441 |
| TRANE | |||||
| PO BOX 98167 | CHICAGO | IL | 60693 | BUILDING CONSTRUCTION/IMPROVEMENTS | $730,491 |
| RURAL PARTNERS IN MEDICINE LLC | |||||
| 11990 AIRPORT WAY | BROOMFIELD | CO | 80021 | CONTRACT PROVIDERS | $621,869 |
| NOVUS ANESTHESIA OF CO | |||||
| 2510 W CERVANTES STREET | PENSACOLA | FL | 32505 | CONTRACT ANESTHESIOLOGIST | $590,063 |
| TIBOR MOJZIS MD | |||||
| 3551 ROAD J8 | MANCOS | CO | 81328 | CONTRACT PROVIDERS | $513,216 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 16 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $2,876,597 | GovernmentGrantsAmt |
| All Other Contributions | $215,976 | AllOtherContributionsAmt |
| Total Contributions | $3,092,573 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| NET PATIENT SERVICE REVENUE | 621400 | $63,931,761 | $63,931,761 |
| PHARMACY | 446110 | $2,487,375 | $2,487,375 |
| SALES AND USE TAX REVENUE | 900099 | $2,069,420 | $2,069,420 |
| 340B REVENUE | 446110 | $892,785 | $892,785 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $69,381,341 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $93,668 | TotalRevenueColumnAmt |
| Exclusion | $93,668 | ExclusionAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $65,395 | SecuritiesAmt |
| Other | $143,681 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$65,395 | SecuritiesAmt |
| Other | -$143,681 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$209,076 | TotalRevenueColumnAmt |
| Exclusion | -$209,076 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| MISC REVENUE | 900099 | $408,670 | $408,670 |
| CAFETERIA REVENUE | 900099 | $235,366 | $235,366 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $644,036 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $73,002,542 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $69,381,341 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $528,628 | ExclusionAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,316,883 | TotalAmt |
| Program Services | $31,914,701 | ProgramServicesAmt |
| Management And General | $2,402,182 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $348,591 | TotalAmt |
| Program Services | $324,190 | ProgramServicesAmt |
| Management And General | $24,401 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,885,873 | TotalAmt |
| Program Services | $2,683,862 | ProgramServicesAmt |
| Management And General | $202,011 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,970,418 | TotalAmt |
| Program Services | $1,832,489 | ProgramServicesAmt |
| Management And General | $137,929 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $176,448 | TotalAmt |
| Management And General | $176,448 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $96,403 | TotalAmt |
| Management And General | $96,403 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,495,275 | TotalAmt |
| Program Services | $6,417,216 | ProgramServicesAmt |
| Management And General | $78,059 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,786 | TotalAmt |
| Program Services | $45,371 | ProgramServicesAmt |
| Management And General | $3,415 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,136,365 | TotalAmt |
| Program Services | $1,056,819 | ProgramServicesAmt |
| Management And General | $79,546 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,235,355 | TotalAmt |
| Program Services | $2,078,880 | ProgramServicesAmt |
| Management And General | $156,475 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $416,262 | TotalAmt |
| Program Services | $387,124 | ProgramServicesAmt |
| Management And General | $29,138 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $276,943 | TotalAmt |
| Program Services | $257,557 | ProgramServicesAmt |
| Management And General | $19,386 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,599,069 | TotalAmt |
| Program Services | $1,487,134 | ProgramServicesAmt |
| Management And General | $111,935 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,214,098 | TotalAmt |
| Program Services | $3,919,111 | ProgramServicesAmt |
| Management And General | $294,987 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $952,727 | TotalAmt |
| Program Services | $886,036 | ProgramServicesAmt |
| Management And General | $66,691 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| MEDICAL SUPPLIES | $9,052,471 | $9,052,471 | |
| REPAIRS AND MAINTENANCE | $2,389,293 | $2,222,042 | $167,251 |
| PROVIDER TAX | $2,032,856 | $2,032,856 | |
| MISCELLANEOUS | $1,179,106 | $1,090,045 | $89,061 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,823,222 | TotalAmt |
| Program Services | $67,687,904 | ProgramServicesAmt |
| Management And General | $4,135,318 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,004,094 | BOYAmt |
| EOY | $11,924,325 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,563,081 | BOYAmt |
| EOY | $782,270 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,650,993 | BOYAmt |
| EOY | $6,879,467 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,802,177 | BOYAmt |
| EOY | $1,832,726 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $437,170 | BOYAmt |
| EOY | $640,617 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $85,671,058 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $48,476,423 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,309,408 | BOYAmt |
| EOY | $37,194,635 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,105,195 | BOYAmt |
| EOY | $6,432,015 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $965,127 | BOYAmt |
| EOY | $1,044,684 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,837,245 | BOYAmt |
| EOY | $66,730,739 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,200,220 | BOYAmt |
| EOY | $7,107,442 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,134,232 | BOYAmt |
| EOY | $3,066,925 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,042,461 | BOYAmt |
| EOY | $28,982,347 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $342,376 | BOYAmt |
| EOY | $2,714,726 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,156,277 | BOYAmt |
| EOY | $5,604,900 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,875,566 | BOYAmt |
| EOY | $47,476,340 | 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 | $17,961,679 | BOYAmt |
| EOY | $19,254,399 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,961,679 | BOYAmt |
| EOY | $19,254,399 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,837,245 | BOYAmt |
| EOY | $66,730,739 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,179,320 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $135,388 | NetUnrlzdGainsLossesInvstAmt |
| Investment Expense | -$21,988 | InvestmentExpenseAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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 | 0 | FederalGrantAuditRequiredInd |
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 | $2,049 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $2,049 | 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, LOBBYING ACTIVITIES: | FormAndLineReferenceDesc |
| Explanation | THE LOBBYING EXPENSE IS THE ALLOCABLE PORTION OF DUES PAID TO CHA AND AHA DISCLOSED AS LOBBYING ACTIVITY. THE ORGANIZATIONS PROVIDE THE PERCENTAGE TO USE FOR ALLOCATION PURPOSES. | 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 | $53,046,329 | OtherCostOrOtherBasisAmt |
| Depreciation | $23,105,089 | DepreciationAmt |
| Book Value | $29,941,240 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $31,577,681 | OtherCostOrOtherBasisAmt |
| Depreciation | $25,371,334 | DepreciationAmt |
| Book Value | $6,206,347 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $37,194,635 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| EST THIRD PARTY PAYOR SETTLEMENTS | $4,873,870 |
| DEFERRED COMPENSATION | $731,030 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $5,604,900 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $73,115,942 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $135,388 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $135,388 | RevenueNotReportedAmt |
| Revenue Subtotal | $72,980,554 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $21,988 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $21,988 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $73,002,542 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $71,823,222 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $71,823,222 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $71,823,222 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE HEALTH SYSTEM IS A NOT-FOR-PROFIT CORPORATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. AS SUCH, THE HEALTH SYSTEM IS GENERALLY EXEMPT FROM INCOME TAXES. HOWEVER, THE HEALTH SYSTEM IS REQUIRED TO FILE FEDERAL FORM 990 RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX WHICH IS AN INFORMATIONAL RETURN ONLY. 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, 2021 AND 2020, 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. | ExplanationTxt |
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 | $3,306,327 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $3,306,327 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.04600 | TotalExpensePct |
Unreimbursed Medicaid UnreimbursedMedicaidGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $20,872,370 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $15,203,570 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $5,668,800 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.07890 | TotalExpensePct |
Total Financial Assistance Typ TotalFinancialAssistanceTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $24,178,697 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $15,203,570 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $8,975,127 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.12490 | TotalExpensePct |
Health Professions Education HealthProfessionsEducationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Direct Offsetting Revenue | $57,553 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $0 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00000 | TotalExpensePct |
Subsidized Health Services SubsidizedHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $16,515,441 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $15,425,372 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $1,090,069 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.01520 | TotalExpensePct |
Total Other Benefits TotalOtherBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $16,515,441 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $15,482,925 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $1,090,069 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.01520 | TotalExpensePct |
Total Community Benefits TotalCommunityBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $40,694,138 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $30,686,495 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $10,065,196 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.14010 | TotalExpensePct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | Yes (1) | BadDebtExpenseReportedInd |
| Bad Debt Expense | $3,944,773 | BadDebtExpenseAmt |
| Bad Debt Expense Attributable | $0 | BadDebtExpenseAttributableAmt |
| Reimbursed By Medicare | $4,595,278 | ReimbursedByMedicareAmt |
| Cost Of Care Reimbursed By Medcr | $4,441,469 | CostOfCareReimbursedByMedcrAmt |
| Medicare Surplus Or Shortfall | $153,809 | MedicareSurplusOrShortfallAmt |
Costing Methodology Used CostingMethodologyUsedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | Yes (X) | OtherInd |
| 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 | 19 | 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/ABOUT/CHNA/ | OwnWebsiteURLTxt |
| Paper Copy Public Inspection | Yes (X) | PaperCopyPublicInspectionInd |
| Implementation Strategy Adopt | Yes (1) | ImplementationStrategyAdoptInd |
| Implementation Strategy Adpt | 19 | ImplementationStrategyAdptYr |
| Strategy Posted Website | Yes (1) | StrategyPostedWebsiteInd |
| Strategy Website URL | HTTP://WWW.SWHEALTH.ORG/ABOUT/CHNA | 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/FINANCIALASSISTANCE/ | FAPAvailableOnWebsiteURLTxt |
| FAP App Available On Website | Yes (X) | FAPAppAvailableOnWebsiteInd |
| FAP App Available On Website URL | WWW.SWHEALTH.ORG/FINANCIALASSISTANCE/ | FAPAppAvailableOnWebsiteURLTxt |
| FAP Summary On Website | Yes (X) | FAPSummaryOnWebsiteInd |
| FAP Summary On Website URL | WWW.SWHEALTH.ORG/FINANCIALASSISTANCE/ | 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 |
| 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: SHS WORKED WITH CHC CONSULTING IN THE DEVELOPMENT OF ITS 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 THE IBM WATSON HEALTH MARKET EXPERT TOOL. A STUDY OF THE MOST RECENT HEALTH DATA AVAILABLE. CONDUCTED ONEONONE PHONE INTERVIEWS WITH INDIVIDUALS WHO HAVE SPECIAL KNOWLEDGE OF THECOMMUNITIES, AND ANALYZED RESULTS. FACILITATED THE PRIORITIZATION PROCESS DURING THE CHNA TEAM MEETING ON AUGUST 13, 2019. THE CHNA TEAMINCLUDED: THE METHODOLOGY FOR EACH COMPONENT OF THIS STUDY IS SUMMARIZED IN THE FOLLOWING SECTION. IN CERTAIN CASES METHODOLOGY IS ELABORATED IN THE BODY OF THE REPORT. ANTHONY SUDDUTH, CHIEF EXECUTIVE OFFICER BRIDGETT JABOUR, EXECUTIVE ASSISTANT LIESL UNGNADE, QUALITY IMPROVEMENT/RISK MANAGEMENT COORDINATOR RHONDA HATFIELD, PATIENT FINANCIAL COORDINATOR SHERRI WILBURN, CASE MANAGER KAREN LABONTE, CHIEF NURSING OFFICER KERRI WHITE, SR. CLINICAL OPERATIONS SARA BARRETT, SOCIAL WORKER |
| SOUTHWEST MEMORIAL HOSPITAL | PART V, SECTION B, LINE 11: THE FOUR MOST SIGNIFICANT NEEDS, AS DISCUSSED DURING THE AUGUST 13TH PRIORITIZATION MEETING, ARE LISTED BELOW: 1. CONTINUED EMPHASIS ON PHYSICIAN RECRUITMENT AND RETENTION 2. ACCESS TO AFFORDABLE CARE AND REDUCING HEALTH DISPARITIES AMONG SPECIFIC POPULATIONS 3. ACCESS TO MENTAL AND BEHAVIORAL HEALTH CARE SERVICES AND PROVIDERS 4. PREVENTION, EDUCATION AND SERVICES TO ADDRESS HIGH MORTALITY RATES, CHRONIC DISEASES, PREVENTABLE CONDITIONS AND UNHEALTHY LIFESTYLES.PRIORITY #1: CONTINUED EMPHASIS ON PHYSICIAN RECRUITMENT AND RETENTIONMONTEZUMA COUNTY HAS A LOWER PERCENTAGE OF ADULTS WITH A PERSONAL DOCTOR THAN THE STATE. ADDITIONALLY, MONTEZUMA COUNTY HAS A LOWER RATE OF DENTISTS PER 100,000 POPULATION THAN THE STATE AND IN A RECENTLY COMPLETED MEDICAL STAFF DEVELOPMENT PLAN CONDUCTED FOR SHS, DATA INDICATES A NEED FOR ADDITIONAL PRIMARY CARE PROVIDERS WITHIN THE COMMUNITY.DURING THE MAY 2019 HOSPITAL TRANSFORMATION PROJECT COMMUNITY MEETING, STAKEHOLDERS DISCUSSED A NEED FOR AFTER HOUR CLINICS IN THE COMMUNITY. ADDITIONALLY, STAKEHOLDERS DISCUSSED A LACK OF CERTAIN SPECIALTY SERVICES IN THE COMMUNITY. ORTHOPEDIC SERVICES WERE MENTIONED AS AN INCREASING NEED DUE TO THE AGING COMMUNITY AND RETIRING BABY BOOMERS. STAKEHOLDERS DISCUSSED THE LIMITED DEPTH IN RESPIRATORY CARE, AS WELL AS THE OUTMIGRATION OF CANCER PATIENTS TO DURANGO FOR ONCOLOGY SERVICES. STAKEHOLDERS ALSO MENTIONED A NEED FOR A PAIN CLINIC TO CUT DOWN ON THE NUMBER OF EMERGENCY DEPARTMENT VISITS BY CHRONIC PAIN PATIENTS, AND DISCUSSED THE OUTMIGRATION OF CHRONIC PAIN PATIENTS TO GRAND JUNCTION FOR CARE. STAKEHOLDERS DISCUSSED POTENTIAL OPPORTUNITIES TO REDUCE BARRIERS TO ACCESSING CARE, SUCH AS IMPROVING FRONTEND TRIAGE IN THE EMERGENCY DEPARTMENT, REDUCING WAIT TIMES AND EXPANDING HOURS OF OPERATION IN THE LOCAL WALKIN CLINIC, IMPROVING ACCESS TO PRIMARY CARE PROVIDERS, CONNECTING HIGH EMERGENCY DEPARTMENT UTILIZERS WITH PRIMARY CARE PROVIDERS AND IMPLEMENTING A PAIN CLINIC.PRIORITY #2: ACCESS TO AFFORDABLE CARE AND REDUCING HEALTH DISPARITIES AMONG SPECIFIC POPULATIONSTHE MEDIAN HOUSEHOLD INCOME IN MONTEZUMA COUNTY IS SIGNIFICANTLY LOWER THAN THE MEDIAN HOUSEHOLD INCOME IN THE STATE. MONTEZUMA COUNTY HAS A HIGHER UNEMPLOYMENT RATE THAN THE STATE, AND A HIGHER RATE OF FAMILIES LIVING BELOW POVERTY. THE PERCENTAGE OF CHILDREN LIVING BELOW POVERTY IN MONTEZUMA COUNTY IS HIGHER THAN THE STATE, AND THE COUNTY ALSO HAS A HIGHER RATE OF STUDENTS ELIGIBLE FOR FREE OR REDUCED PRICE LUNCH. MONTEZUMA COUNTY ALSO HAS A HIGHER RATE OF BOTH OVERALL AND CHILD FOOD INSECURITY THAN COLORADO. ADDITIONALLY, MONTEZUMA COUNTY HAS SEVERAL HEALTH PROFESSIONAL SHORTAGE AREA DESIGNATIONS AND CENSUS TRACTBASED MEDICALLY UNDERSERVED AREA/POPULATION DESIGNATIONS, AS DEFINED BY THE U.S. DEPARTMENT OF HEALTH AND HUMAN SERVICES HEALTH RESOURCES AND SERVICES ADMINISTRATION (HRSA) AND A HIGHER RATE OF UNINSURED ADULTS THAN THE STATE.DURING THE MAY 2019 HOSPITAL TRANSFORMATION PROJECT COMMUNITY MEETING, STAKEHOLDERS DISCUSSED TRANSPORTATION BARRIERS TO AND FROM PROVIDER APPOINTMENTS IN MONTEZUMA COUNTY THAT MAY CAUSE PATIENTS TO DELAY OR FOREGO CARE. IT WAS ALSO MENTIONED THAT SOCIOECONOMIC STATUS MAY DETERMINE THE FREQUENCY OF VISITS TO THE EMERGENCY DEPARTMENT, WITH THE LOW INCOME POPULATION AS THE MOST FREQUENT UTILIZERS OFTHHE EMERGENCY ROOM. STAKEHOLDERS DISCUSSED A NEED TO ADDRESS CULTURAL CHALLENGES IN THE COMMUNITY AND SPECIFICALLY NOTED A LACK OF NAVAJO SPEAKING PROVIDERS IN MONTEZUMA COUNTY. IT WAS ALSO MENTIONED THAT THERE IS A LACK OF FOCUS ON SOCIAL DETERMINANTS IN THE COMMUNITY AND AN ASSOCIATED NEED TO BETTER ADDRESS POVERTY AND THE WORKING POOR.PRIORITY #3: ACCESS TO MENTAL AND BEHAVIORAL HEALTH CARE SERVICES AND PROVIDERSMONTEZUMA COUNTY HAS A LOWER RATE OF MENTAL AND BEHAVIORAL HEALTH CARE PROVIDERS PER 100,000 POPULATION THAN THE STATE. ADDITIONALLY, THE PERCENT OF ADULTS WHO EXPERIENCED 14 OR MORE DAYS OF POOR MENTAL HEALTH IN MONTEZUMA COUNTY IS HIGHER THAN THE STATE. DURING THE MAY 2019 HOSPITAL TRANSFORMATION PROJECT COMMUNITY MEETING, STAKEHOLDERS DISCUSSED A LACK OF MENTAL AND BEHAVIORAL HEALTH CARE RESOURCES AND PROVIDERS IN THE COMMUNITY. IT WAS NOTED THAT THE PROVIDERS AT AXIS INTEGRATED HEALTH MAY BE OVERWHELMED, AND STAKEHOLDERS DISCUSSED THE POTENTIAL BENEFIT OF HAVING ADDITIONAL PSYCHIATRISTS AND COUNSELORS AVAILABLE IN ADDITION TO WHAT IS CURRENTLY PROVIDED. A LACK OF DETOX CENTERS AND THE INABILITY TO SUPPORT SUBSTANCE ABUSE PATIENTS WERE SPECIFICALLY MENTIONED, AND CONCERN WAS RAISED SURROUNDING THE SIGNIFICANT RATE OF BEHAVIORAL HEALTHRELATED ALCOHOL AND SUBSTANCE ABUSE ISSUES. STAKEHOLDERS DISCUSSED THE PREVALENCE OF DEPRESSION, DEPRESSION RELATED TO CHRONIC ILLNESS, ANXIETY AND PANIC ATTACKS IN THE EMERGENCY ROOM AND MENTAL ILLNESS WITH DEMENTIA AS A SECONDARY DIAGNOSIS. A NEED FOR SUICIDAL IDEATION PLANS FOR PATIENTS WAS ALSO EMPHASIZED, AND STAKEHOLDERS ALSO DISCUSSED THE NECESSITY OF A SOCIAL WORKER IN THE EMERGENCY DEPARTMENT. STAKEHOLDERS DISCUSSED POTENTIAL OPPORTUNITIES TO REDUCE BARRIERS TO ACCESSING MENTAL AND BEHAVIORAL HEALTH CARE, SUCH AS MORE PSYCHOSOCIAL SUPPORT IN THE EMERGENCY DEPARTMENT (I.E., PROVIDING A SOCIAL WORKER IN THE HOSPITAL), STAFFING A HOSPITAL MENTAL HEALTH PROVIDER, PURSUING GRANT FUNDING FOR SOBER LIVING HOUSING, MARIJUANA TAX REVENUE FOR DETOX AND REHABILITATION PROGRAMS AND PROVIDING FUNDING FOR A PHYSICIAN IN THE DETENTION CENTER.PRIORITY #4: PREVENTION, EDUCATION AND SERVICES TO ADDRESS HIGH MORTALITY RATES, CHRONIC DISEASES, PREVENTABLECONDITIONS AND UNHEALTHY LIFESTYLESDATA SUGGESTS THAT HIGHER RATES OF SPECIFIC MORTALITY CAUSES AND UNHEALTHY BEHAVIORS WARRANTS A NEED FOR INCREASED PREVENTIVE EDUCATION AND SERVICES TO IMPROVE THE HEALTH OF THE COMMUNITY. CANCER AND HEART DISEASE ARE THE TWO LEADING CAUSES OF DEATH IN MONTEZUMA COUNTY AND THE STATE. MONTEZUMA COUNTY HAS HIGHER MORTALITY RATES THAN COLORADO FOR MALIGNANT NEOPLASMS; CHRONIC LIVER DISEASE AND CIRRHOSIS; ACCIDENTS; SUICIDE; DIABETES MELLITUS; NEPHRITIS, NEPHROSIS, NEPHROTIC SYNDROME; PROSTATE CANCER; LUNG AND BRONCHUS CANCER AND COLON AND RECTUM CANCER. MONTEZUMA COUNTY HAS HIGHER RATES OF COMMUNICABLE DISEASES, SUCH AS CHLAMYDIA AND GONORRHEA, THAN THE STATE. MONTEZUMA COUNTY HAS HIGHER RATES OF CHRONIC CONDITIONS AND UNHEALTHY LIFESTYLE BEHAVIORS SUCH AS DIABETES (ADULT), OBESITY, ASTHMA, ARTHRITIS, PHYSICAL INACTIVITY, SMOKING AND MARIJUANA USE THAN THE STATE. DATA ALSO SUGGESTS THAT RESIDENTS MAY NOT BE SEEKING NECESSARY PREVENTIVE CARE SERVICES, SUCH AS MAMMOGRAMS. WITH REGARDS TO MATERNAL AND CHILD HEALTH, SPECIFICALLY, MONTEZUMA COUNTY HAS HIGHER PERCENTAGES OF INADEQUATE PRENATAL CARE, MOTHERS WHO SMOKED DURING PREGNANCY AND LOW BIRTH WEIGHT BIRTHS THAN THE STATE. DATA ALSO SUGGESTS THAT MONTEZUMA COUNTY ADULTS MAY NOT BE SEEKING PREVENTIVE CARE SERVICES IN AN APPROPRIATE MANNER, SUCH AS MAMMOGRAMS, PROSTATE CANCER SCREENINGS, PAP TEST SCREENINGS, COLORECTAL CANCER SCREENINGS AND THE INFLUENZA VACCINE. DURING THE MAY 2019 HOSPITAL TRANSFORMATION PROJECT COMMUNITY MEETING, STAKEHOLDERS DISCUSSED THE LACK OF PUBLIC KNOWLEDGE REGARDING WHERE TO GO FOR DIFFERENT TYPES OF CARE AND THE NEED FOR MORE ADVERTISING OF HOSPITAL SERVICES. IT WAS ALSO MENTIONED THAT THERE IS A NEED FORMORE SUPPORT GROUPS OF ALL TYPES TO BENEFIT SUBPOPULATIONS ACROSS THE COMMUNITY. AREAS OF CONCERN THAT WERE DISCUSSED INCLUDE HIGH RATES OF DIABETES, HEART DISEASE, URINARY TRACT INFECTIONS AND CHRONIC DISEASES WITHIN THE ELDERLY POPULATION. STAKEHOLDERS DISCUSSED THE OPPORTUNITY FOR THE CLINIC TO ENSURE CONSISTENT CARE AND PREVENT FURTHER DIABETIC COMPLICATIONS THROUGH THE TEACHING CURRENTLY IN PLACE, AND ALSO DISCUSSED THE ISSUES ASSOCIATED WITH HEART DISEASE IN THE COMMUNITY SUCH AS LACK OF PHYSICAL CARE, OBESITY, DIABETES AND OTHER RELATED CONDITIONS. URINARY TRACT INFECTIONS AND CHRONIC DISEASES OF THE ELDERLY WITH A HIGH NUMBER OF COMORBIDITIES WERE ALSO MENTIONED DURING THE MEETING. STAKEHOLDERS DISCUSSED POTENTIAL OPPORTUNITIES TO EDUCATE THE COMMUNITY, SUCH AS HOSPITAL EDUCATION CLASSES FOR THE PUBLIC, FURTHER EDUCATION ON WHERE TO GO FOR CARE FOR INDIVIDUALS AND LOCAL AGENCIES/COMMUNITY PARTNERS AND OUTREACH TO THE LOCAL SENIOR CENTER AND VETERANS IN THE COMMUNITY. |
| SOUTHWEST MEMORIAL HOSPITAL | PART V, SECTION B, LINE 16J: POLICY COMMUNICATION IS INCLUDED IN THE QUARTERLY NEWSLETTER. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 7 | FacilityNum |
Oth Hlth Care Fclts Not Hospital OthHlthCareFcltsNotHospitalGrp
Oth Hlth Care Fclts OthHlthCareFcltsGrp (7 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 |
| 4 - SOUTHWEST WALK-IN CARE | ||||
| 1413 N MILDRED RD | CORTEZ | CO | 81321 | RURAL HEALTH CLINIC |
| 6 - MANCOS VALLEY HEALTH CENTER | ||||
| 111 RAILROAD AVENUE | MANCOS | CO | 81328 | RURAL HEALTH CLINIC |
| 7 - SW MEMORIAL PHYSICIANSSPECIALTY CARE | ||||
| 1311A N MILDRED RD SUITE A | CORTEZ | CO | 81321 | PHYSICIAN OFFICE |
| 10 - SOUTHWEST SCHOOL-BASED HEALTH CENTER | ||||
| 418 SOUTH SLIGO STREET | CORTEZ | CO | 81321 | RURAL HEALTH CLINIC |
| 11 - SOUTHWEST MEDICAL GROUP PARK ST | ||||
| 111 NORTH PARK | CORTEZ | CO | 81321 | NON-RURAL HEALTH CLINIC |
| 12 - 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 I, LINE 7G: | THE AMOUNTS REPORTED IN SUBSIDIZED HEALTH SERVICES INCLUDES COSTS FOR A RURAL HEALTH CLINIC. |
| 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 21-24 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 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 SWMH IS COMPRISED OF SEVEN ZIP CODES WITHIN AND AROUND MONTEZUMA COUNTY IN SOUTHWEST COLORADO. SOUTHWEST HEALTH SYSTEM INC 84-1337350. 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. ACCORDING TO A 2019 REPORT OF 2018 DATA, THE MEDIAN AGE IN MONTEZUMA COUNTY IS EXPECTED TO SLIGHTLY DECREASE OVER THE NEXT FIVE YEARS, WHILE THE MEDIAN AGE IN THE STATE IS EXPECTED TO INCREASE (2019-2024). MONTEZUMA COUNTY (43.3 YEARS) HAS A CONSISTENT MEDIAN AGE WITH COLORADO (43.0 YEARS) (2019). THE MEDIAN HOUSEHOLD INCOME IN MONTEZUMA COUNTY IS EXPECTED TO DECREASE SLIGHTLY OVER THE NEXT FIVE YEARS, WHILE THE MEDIAN HOUSEHOLD INCOME IN THE STATE IS EXPECTED TO INCREASE (2019-2024).-MONTEZUMA COUNTY ($42,017) HAS A LOWER MEDIAN HOUSEHOLD INCOME THAN COLORADO ($57,268) (2019).-MONTEZUMA COUNTY (27.0%) HAS A LOWER PERCENTAGE OF RESIDENTS WITH A BACHELOR OR ADVANCED DEGREE THAN THE STATE (39.5%) (2019). UNEMPLOYMENT RATES IN MONTEZUMA COUNTY AND THE STATE REMAINED RELATIVELY STEADY BETWEEN 2016 AND 2018.-IN 2018, MONTEZUMA COUNTY (4.7%) HAD A HIGHER UNEMPLOYMENT RATE THAN THE STATE (3.3%).-BETWEEN 2014 AND 2016, THE PERCENT OF CHILDREN (<18 YEARS) LIVING BELOW POVERTY IN MONTEZUMA COUNTY AND COLORADO DECREASED.-MONTEZUMA COUNTY (24.8%) HAS HIGHER PERCENTAGE OF CHILDREN (<18 YEARS) LIVING BELOW POVERTY THAN COLORADO (13.4%) (2016).THE COUNTY HEALTH RANKINGS RANK 60 COUNTIES IN COLORADO (1 BEING THE BEST, 60 BEING THE WORST).-MANY FACTORS GO INTO THESE RANKINGS, INCLUDING PHYSICAL ENVIRONMENT AIR POLLUTION - PARTICULATE MATTER DRINKING WATER VIOLATIONS SEVERE HOUSING PROBLEMS DRIVING ALONE TO WORK-HEALTH BEHAVIORS: ADULT SMOKING ADULT OBESITY SEXUALLY TRANSMITTED INFECTIONS TEEN BIRTHS |
| 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 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 | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BEN CARELOCK | ||||||||||||||
| CHIEF OF STAFF | $245,130 | $0 | $0 | $0 | $31,522 | $0 | $4,599 | $0 | $15,028 | $0 | $296,279 | $0 | $0 | $0 |
| JOHN BROOKS ESQ | ||||||||||||||
| LEGAL | $151,992 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $151,992 | $0 | $0 | $0 |
| BRADEN JONES | ||||||||||||||
| CLINIC PHYSICIAN | $600,000 | $0 | $0 | $0 | $98,356 | $0 | $5,800 | $0 | $15,013 | $0 | $719,169 | $0 | $0 | $0 |
| ERIN SCHMITT | ||||||||||||||
| CLINIC PHYSICIAN | $429,000 | $0 | $0 | $0 | $69,139 | $0 | $5,800 | $0 | $13,766 | $0 | $517,705 | $0 | $0 | $0 |
| KEVIN MATTESON | ||||||||||||||
| CLINIC PHYSICIAN | $493,086 | $0 | $20,000 | $0 | $15,383 | $0 | $4,690 | $0 | $15,028 | $0 | $548,187 | $0 | $0 | $0 |
| KENTON ASCHE | ||||||||||||||
| HOSPITAL PHYSICIAN | $331,352 | $0 | $0 | $0 | $107,802 | $0 | $5,598 | $0 | $14,041 | $0 | $458,793 | $0 | $0 | $0 |
| DOUGLAS BAGGE | ||||||||||||||
| HOSPITAL PHYSICIAN | $418,870 | $0 | $0 | $0 | $53,895 | $0 | $5,800 | $0 | $21,220 | $0 | $499,785 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | BEGINNING IN APRIL 2018, SHS ENTERED INTO A MANAGEMENT AGREEMENT WITH COMMUNITY HEALTH CONSULTING (CHC). CHC REVIEWS MANAGEMENT'S COMPENSATION USING METHODS IN SCHEDULE J, PART 1, LINE 3. | ExplanationTxt |
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 | NONEAVAIL | 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 | $3,314,886 | RetiredAmt |
| Total Proceeds | $39,261,315 | TotalProceedsAmt |
| Capitalized Interest | $456,933 | CapitalizedInterestAmt |
| Issuance Costs From Proceeds | $791,139 | IssuanceCostsFromProceedsAmt |
| Capital Expenditures | $29,448,982 | CapitalExpendituresAmt |
| Other Spent Proceeds | $8,564,261 | OtherSpentProceedsAmt |
| Refunding Tax Exempt Bonds | 0 | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | Yes (1) | RefundingTaxableBondsInd |
| Final Allocation Made | 0 | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | 0 | 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 |
| Private Bus Use By Others | 0.00000 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0.00000 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUsePct |
| 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 | 0 | 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 O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 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 $612,098 FOR SERVICES FOR THE CEO SERVICES OF ANTHONY SUDDUTH AND JEANETTE FILPI, AND $301,010 FOR THE CFO SERVICES OF RICK SHRADER, $177,901 FOR CNO KAREN LABONTE, MARY ANN ANGLE, AND 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, REVIEWED IN DETAIL BY JULIE LEONARD (CFO) AND JEANIE GENTRY BEFORE APPROVED. 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. |
| FORM 990, PART VI, SECTION B, 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. ALL OTHERS ARE 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. |
| FORM 990 PART XII LINE 2C | NO PROCESSES HAVE CHANGED FROM PRIOR YEAR. |
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 |
| Controlled Organization | 0 | 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 | Yes (1) | 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 |