SOUTHWEST HEALTH CENTER INC: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- SOUTHWEST HEALTH CENTER INC (EIN 39-1370626)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2018-05-15
- IRS object ID
- 201841359349301904
- Schema version
- 2016v3.0
- 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 O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-15T08:04:32-05:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390758449 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WIPFLI LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3703 OAKWOOD HILLS PARKWAY/PO BOX | AddressLine1Txt |
| Address Line2 | 690 | AddressLine2Txt |
| City | EAU CLAIRE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 547020690 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391370626 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOUTHWEST HEALTH CENTER Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SOUT | BusinessNameControlTxt |
| Phone | 6083482331 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1400 EAST SIDE RD | AddressLine1Txt |
| City | PLATTEVILLE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 538189800 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAN ROHRBACH | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 6083482331 | PhoneNum |
| Signature | 2018-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAUL M TRACZEK CPA | PreparerPersonNm |
| PTIN | P01368830 | PTIN |
| Phone | 7158323407 | PhoneNum |
| Preparation | 2018-05-11 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 12.86.94.170 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-05-11 | IPDt |
| IP Tm | 09:00:22 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 6CEE02139A89791A6A472EC5DB80E53BD358F9D2 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Dan Rohrbach | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1400 EAST SIDE RD | AddressLine1Txt |
| City | PLATTEVILLE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 538189800 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $70,380,751 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.southwesthealth.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1981 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | SOUTHWEST HEALTH CENTER, Inc. OFFERS AN INTEGRATED CONTINUUM OF HEALTH CARE SERVICES. AS THE PROVIDER OF CHOICE OF THE PEOPLE OF SOUTHWEST WISCONSIN, VALUE IS OUR DRIVING FORCE. CONTINUALLY IMPROVING OUR SERVICES ENABLES US TO SURPASS EXPECTATIONS WHILE ACHIEVING COST-EFFECTIVE CLINICAL QUALITY. IN COLLABORATION WITH OUR COMMUNITY, AREA PHYSICIANS, AND OTHERS, WE RESPOND TO NEEDS BY MAINTAINING A FISCALLY STRONG ORGANIZATION THAT ENSURES A MEANINGFUL IMPACT ON THE LIVES OF THOSE WE SERVE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 675 | TotalEmployeeCnt |
| Total Volunteers | 77 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $191,740 | PYContributionsGrantsAmt |
| CY Contributions Grants | $139,687 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $56,837,662 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $61,428,556 | CYProgramServiceRevenueAmt |
| PY Investment Income | $589,126 | PYInvestmentIncomeAmt |
| CY Investment Income | $903,959 | CYInvestmentIncomeAmt |
| PY Other Revenue | $78,780 | PYOtherRevenueAmt |
| CY Other Revenue | $33,592 | CYOtherRevenueAmt |
| PY Total Revenue | $57,697,308 | PYTotalRevenueAmt |
| CY Total Revenue | $62,505,794 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $180,152 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $57,250 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $30,729,807 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $35,251,809 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $133,394 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $21,478,102 | PYOtherExpensesAmt |
| CY Other Expenses | $22,563,267 | CYOtherExpensesAmt |
| PY Total Expenses | $52,388,061 | PYTotalExpensesAmt |
| CY Total Expenses | $57,872,326 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $5,309,247 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $4,633,468 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $85,414,128 | TotalAssetsBOYAmt |
| Total Assets EOY | $95,786,708 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $33,174,004 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $36,600,506 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $52,240,124 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $59,186,202 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | CARING. FOR LIFE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $47,784,362 | ExpenseAmt |
| Grant | $57,250 | GrantAmt |
| Revenue | $49,590,456 | RevenueAmt |
| Desc | SOUTHWEST HEALTH CENTER, INC. (the Organization")PROVIDES INPATIENT, OUTPATIENT, EMERGENCY, AND CLINICAL HEALTH CARE SERVICES AND OTHER FINANCIAL SUPPORT THROUGH VARIOUS PROGRAMS THAT ARE DESIGNED, AMONG OTHER MATTERS, TO ENHANCE THE HEALTH OF THE COMMUNITY INCLUDING THE HEALTH OF LOW INCOME PATIENTS. CONSISTENT WITH THE MISSION OF the Organization, CARE IS PROVIDED TO PATIENTS REGARDLESS OF THEIR ABILITY TO PAY, INCLUDING PROVIDING SERVICES TO THOSE PERSONS WHO ARE EITHER UNDERINSURED OR WHO CANNOT AFFORD HEALTH INSURANCE BECAUSE OF INADEQUATE RESOURCES. HEALTH CARE SERVICES TO PATIENTS UNDER GOVERNMENT PROGRAMS, SUCH AS MEDICAID HOSPITAL SERVICES, ARE ALSO CONSIDERED PART OF the Organization's BENEFIT PROVIDED TO THE COMMUNITY, SINCE A SUBSTANTIAL PORTION OF SUCH SERVICES ARE REIMBURSED AT AMOUNTS LESS THAN THE COSTS OF PROVIDING CARE. PATIENTS WHO MEET CERTAIN CRITERIA FOR CHARITY CARE, GENERALLY BASED ON FEDERAL POVERTY GUIDELINES, ARE PROVIDED CARE AT A SIGNIFICANTLY REDUCED RATE, DETERMINED BASED ON QUALIFYING CRITERIA AS DEFINED IN the Organization'S CHARITY CARE POLICY AND FROM APPLICATIONS COMPLETED BY PATIENTS AND THEIR FAMILIES. THE AMOUNT OF CHARGES FORGONE FOR SERVICES AND SUPPLIES FURNISHED UNDER THIS POLICY FOR 2017 TOTALED $140,518. In addition, discounts to the Medicaid program for hospital and clinic services amounted to $10,209,225. (See additional information on the cost to the hospital of providing services to Medicaid and charity care recipients in Schedule H of the Form 990.)BENEFITS FOR SERVING THE COMMUNITY ALSO INCLUDE:- A COMMUNITY HEALTH INFORMATION NEWSLETTER THAT CONTAINS A BROAD RANGE OF PRACTICAL INFORMATION TO IMPROVE HEALTH AND WELLNESS AND IS MAILED TO 15,000+ LOCAL HOUSEHOLDS- OFFERING HEALTH SCREENINGS AND INFORMATION TO HUNDREDS OF AREA CONSUMERS OVER 65 YEARS OLD AT LOCAL SENIOR HEALTH FAIRS- A DIABETES HEALTH FAIR THAT EDUCATES THE COMMUNITY ON THIS DISEASE- A DIABETES MONTHLY SUPPORT GROUP- PROVIDING OF SPACE FOR AN AEROBICS CLASS THAT IS HELD TWICE PER WEEK- A WEEKLY HEALTH INFORMATION COLUMN IN A LOCAL NEWSPAPER- SPONSOR OF A PUBLIC WOMEN'S DAY THAT PROVIDED HEALTH INFORMATION- HOSTING OF A WEBSITE WITH IMPORTANT HEALTH INFORMATION- PROMOTION OF A HEALTH RESOURCE CENTER THAT PROVIDES PATIENTS, FAMILY MEMBERS, AND COMMUNITY MEMBERS ANSWERS TO HEALTH QUESTIONS AND OTHER RESOURCES TO HELP THEM LEARN ABOUT ANY HEALTH TOPIC- SPONSORING OF SEGMENTS ON the LOCAL RADIO THAT PROVIDE WELLNESS FACTS AND INFORMATION TO THE COMMUNITYFor 2017, total hospital patient days were 2,878 and total outpatient procedures were 116,468. Some key statistics included in these totals were 1,981 acute inpatient days, 603 swing bed inpatient days, 294 nursery days, and 10,426 emergency room/urgent care visits. The organization also provides clinical services at two primary care clinics located in Platteville and Cuba City, Wisconsin as well as specialty physician services in the areas of general surgery, orthopedics, women's health, and eyecare services. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,702,433 | ExpenseAmt |
| Revenue | $5,882,046 | RevenueAmt |
| Desc | The Organization's nursing home PROVIDES LONG-TERM CARE SERVICES FOR THE AGED AND DISABLED MEMBERS OF THE COMMUNITY. HEALTH CARE SERVICES TO MEDICAID NURSING HOME RESIDENTS ARE CONSIDERED PART OF the Organization's BENEFIT PROVIDED TO THE COMMUNITY, SINCE A SUBSTANTIAL PORTION OF SUCH SERVICES ARE REIMBURSED AT AMOUNTS LESS THAN THE COSTS OF PROVIDING CARE. For 2017, total nursing home resident days were 26,709. Included in this total was 13,123 days for residents covered under the Medicaid and family care programs.The nursing home offers skilled nursing care in both short-term rehabilitation programs and long-term care resident programs. Some of the specialized care services offered include IV therapy care, wound care, pain management, physical therapy, occupational therapy, and speech therapy. The nursing home operates in conjunction with the hospital to provide a smooth transition for patients needing extended rehabilitation or long-term care services. The cooperation of facilities also allows the organization to share many departments and services in Southwest Health Center's continued effort to provide high quality and low cost care to the community.Based on the 2017 Medicare Cost Report, additional expenses of approximately $2,762,833 were allocated to the nursing home that are included in the hospital's expenses on line 4a of Part III of the 990, and these expenses include allocations for employee benefits, administrative functions, building depreciation, dietary, and other shared overhead expenses. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,067,375 | ExpenseAmt |
| Revenue | $5,740,439 | RevenueAmt |
| Desc | The Organization provides behavioral health services in the form of inpatient, outpatient, and clinical counseling settings with a focus on senior behavorial sciences at the "Senior Behavorial Sciences" (SBS) center. The primary patients served by this center are patients over the age of 55 and are primarily Medicare and Medicaid program beneficiares which often reimburse the organization at rates below the cost of treating these patients. However, the Organization feels that it is their mission in the community to provide these services to patients in need. The SBS is proud to offer these services in a modern facility at a time when many distinct part psychiatric units are closing due to poor reimbursement from third-party payors. Through a grant provided by the Helen Bader Foundation, SBS also offers a memory clinic to work with senior patients who are having difficulties with memory as they continue to work to live on their own as long as possible. The SBS center is staffed by a full-time pyschiatrist, a nurse practitioner, and professional nursing and social services staff. Patients of the SBS also have full access to all of the diagnostic, therapy, and emergency services of the Southwest Health Center hospital.The total SBS center patient days were 2,098 in 2017.Based on the 2017 Medicare Cost Report, additional expenses of approximately $278,229 were allocated to the SBS center that are included in the hospital's expenses on line 4a of Part III of the 990, and these expenses include allocations for employee benefits, administrative functions, building depreciation, dietary, and other shared overhead expenses. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $51,554,170 | 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 |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | Yes (1) | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | 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 | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| 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 | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 46 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 675 | 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 7 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | 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 | Yes (1) | 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 | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JESSE SOOKOCHOFF | PersonNm |
| Phone | 6083482331 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1400 East Side Rd | AddressLine1Txt |
| City | Platteville | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 538189800 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| DOUGLAS ROGERS CPA | |||||||
| Chairman | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| LOU SCHWEIGERT | |||||||
| Vice Chairman | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Donald Tuescher | |||||||
| TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JAMES SCHNELLER | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| KEVIN CARR MD | |||||||
| BOARD MEMBER/Physician | 40.00 | Yes (X) | $457,886 | $0 | $27,111 | ||
| Barbara Karrmann | |||||||
| Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Joseph Rosemeyer DC | |||||||
| Secretary | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Angela Udelhofen | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DAN ROHRBACH | |||||||
| CEO | 40.00 | Yes (X) | Yes (X) | $336,880 | $0 | $38,344 | |
| Jesse Sookochoof | |||||||
| CFO | 40.00 | Yes (X) | $47,704 | $0 | $2,065 | ||
| James Yurcek | |||||||
| PHYSICIAN | 40.00 | $500,055 | $0 | $38,344 | Yes (X) | ||
| MARK BOGNER | |||||||
| PHYSICIAN | 40.00 | $449,789 | $0 | $32,307 | Yes (X) | ||
| Mary Jo Oyen | |||||||
| PHYSICIAN | 40.00 | $577,686 | $0 | $8,245 | Yes (X) | ||
| JOSHUA LINDSAY | |||||||
| PHYSICIAN | 40.00 | $774,590 | $0 | $46,294 | Yes (X) | ||
| ADITYA SUKWAHL | |||||||
| PHYSICIAN | 40.00 | $446,710 | $0 | $43,959 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,591,300 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $236,669 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 36 | 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 |
|---|---|---|---|---|---|
| Shared Imaging Services | |||||
| PO Box 88450 | MILWAUKEE | WI | 53288 | RADIOLOGY SERVICES | $772,329 |
| CMT ANESTHESIA | |||||
| 4834 US HWY 151 | PLATTEVILLE | WI | 53818 | ANESTHESIA SERVICES | $421,500 |
| Horizon Health | |||||
| PO BOX 840839 | DALLAS | TX | 75284 | Behavioral Health Services | $326,791 |
| Rural WI Health Coopertative | |||||
| 880 Independence Lane | Sauk City | WI | 53583 | Speech Therapist & Organizational Servic | $284,967 |
| WIPFLI LLP | |||||
| PO BOX 3160 | MILWAUKEE | WI | 53201 | Financial SERVICES | $257,690 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $139,687 | AllOtherContributionsAmt |
| Total Contributions | $139,687 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| Hospital Patient Revenue | 621990 | $30,888,231 | $30,888,231 | |
| Clinic Revenue | 621110 | $18,758,788 | $18,758,788 | |
| Nursing Home Revenue | 623000 | $5,882,046 | $5,882,046 | |
| Psychiatric Revenue | 623990 | $5,740,439 | $5,740,439 | |
| Cafeteria Revenue | 621990 | $159,052 | $159,052 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $61,428,556 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $687,490 | TotalRevenueColumnAmt |
| Exclusion | $687,490 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $72,088 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $38,496 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $33,592 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $33,592 | TotalRevenueColumnAmt |
| Exclusion | $33,592 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,046,430 | SecuritiesAmt |
| Other | $6,500 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,836,461 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $209,969 | SecuritiesAmt |
| Other | $6,500 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $216,469 | TotalRevenueColumnAmt |
| Exclusion | $216,469 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $62,505,794 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $61,269,504 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,096,603 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,250 | TotalAmt |
| Program Services | $57,250 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,061,234 | TotalAmt |
| Program Services | $484,996 | ProgramServicesAmt |
| Management And General | $576,238 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,736,950 | TotalAmt |
| Program Services | $25,219,192 | ProgramServicesAmt |
| Management And General | $2,429,485 | ManagementAndGeneralAmt |
| Fundraising | $88,273 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $900,233 | TotalAmt |
| Program Services | $817,435 | ProgramServicesAmt |
| Management And General | $79,942 | ManagementAndGeneralAmt |
| Fundraising | $2,856 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,763,789 | TotalAmt |
| Program Services | $3,409,341 | ProgramServicesAmt |
| Management And General | $342,680 | ManagementAndGeneralAmt |
| Fundraising | $11,768 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,789,603 | TotalAmt |
| Program Services | $1,600,748 | ProgramServicesAmt |
| Management And General | $183,352 | ManagementAndGeneralAmt |
| Fundraising | $5,503 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,115 | TotalAmt |
| Management And General | $65,019 | ManagementAndGeneralAmt |
| Fundraising | $8,096 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $309,978 | TotalAmt |
| Management And General | $309,978 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,636,848 | TotalAmt |
| Program Services | $3,122,954 | ProgramServicesAmt |
| Management And General | $513,894 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $350,647 | TotalAmt |
| Program Services | $5,069 | ProgramServicesAmt |
| Management And General | $328,807 | ManagementAndGeneralAmt |
| Fundraising | $16,771 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $126,769 | TotalAmt |
| Program Services | $115,240 | ProgramServicesAmt |
| Management And General | $11,441 | ManagementAndGeneralAmt |
| Fundraising | $88 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $827,341 | TotalAmt |
| Management And General | $827,341 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,610,412 | TotalAmt |
| Program Services | $3,474,316 | ProgramServicesAmt |
| Management And General | $136,096 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $128,783 | TotalAmt |
| Program Services | $113,333 | ProgramServicesAmt |
| Management And General | $15,411 | ManagementAndGeneralAmt |
| Fundraising | $39 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $198,833 | TotalAmt |
| Program Services | $172,519 | ProgramServicesAmt |
| Management And General | $26,314 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $884 | TotalAmt |
| Program Services | $884 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,083,093 | TotalAmt |
| Program Services | $3,083,093 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $220,547 | TotalAmt |
| Program Services | $220,547 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| MEDICAL Supplies | $6,736,928 | $6,490,074 | $246,854 |
| Pharmaceuticals | $2,114,336 | $2,114,336 | |
| Bad Debt Expense | $944,109 | $944,109 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $200,644 | TotalAmt |
| Program Services | $108,734 | ProgramServicesAmt |
| Management And General | $91,910 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,872,326 | TotalAmt |
| Program Services | $51,554,170 | ProgramServicesAmt |
| Management And General | $6,184,762 | ManagementAndGeneralAmt |
| Fundraising | $133,394 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,772 | BOYAmt |
| EOY | $13,369 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,180,166 | BOYAmt |
| EOY | $4,676,079 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,276,349 | BOYAmt |
| EOY | $9,280,573 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $782,866 | BOYAmt |
| EOY | $864,750 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $734,847 | BOYAmt |
| EOY | $437,302 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $69,628,306 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $35,837,699 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,833,001 | BOYAmt |
| EOY | $33,790,607 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,658,408 | BOYAmt |
| EOY | $45,936,645 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $275,000 | BOYAmt |
| EOY | $275,000 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $660,719 | BOYAmt |
| EOY | $512,383 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $85,414,128 | BOYAmt |
| EOY | $95,786,708 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,200,503 | BOYAmt |
| EOY | $3,753,639 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $758,073 | BOYAmt |
| EOY | $688,360 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,856,879 | BOYAmt |
| EOY | $31,966,796 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $308,000 | BOYAmt |
| EOY | $44,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,549 | BOYAmt |
| EOY | $147,711 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,174,004 | BOYAmt |
| EOY | $36,600,506 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,345,839 | BOYAmt |
| EOY | $58,431,212 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $526,249 | BOYAmt |
| EOY | $386,954 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $368,036 | BOYAmt |
| EOY | $368,036 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,240,124 | BOYAmt |
| EOY | $59,186,202 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $85,414,128 | BOYAmt |
| EOY | $95,786,708 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $4,633,468 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,421,731 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$109,121 | 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| 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 | $8,828 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $8,828 | 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 organization pays annual association membership dues to the Wisconsin Hospital Association (WHA). These dues are paid primarily to access educational materials and for staff training and materials. The WHA has notified Southwest Health Center, Inc. that $2,545 of the annual dues were used in conjunction with lobbying activities with the goal of improving the overall health care environment. The organization is also a member of the Rural Wisconsin Health Cooperative (RWHC). Each year, the organization pays membership fees to RWHC. The RWHC provides support services for a number of its member hospitals throughout the state of Wisconsin. Some of the many services provided to member hospitals include providing assistance to organizations in finding grant funding for new programs, legal services, reimbursement review services, accounting assistance, contracting for therapist and emergency room patient care coverage, and administrative consulting services. As a part of these services, the RWHC also does provide analysis of current health care issues in an effort to promote and better health care for hospitals in rural communities throughout Wisconsin. One of these efforts also includes some lobbying on the part of the member organizations. The RWHC determined that $6,283 of the fees paid by Southwest Health Center, Inc. in 2016 related to lobbying activities with the goal of improving the health care environment in the State of Wisconsin. | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $716,701 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $54,289 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $56,000 | GrantsOrScholarshipsAmt |
| End Year Balance | $714,990 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributions | $716,701 | ContributionsAmt |
| End Year Balance | $716,701 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.51480 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.48520 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,362,582 | OtherCostOrOtherBasisAmt |
| Book Value | $1,362,582 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $44,787,528 | OtherCostOrOtherBasisAmt |
| Depreciation | $19,466,793 | DepreciationAmt |
| Book Value | $25,320,735 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $22,931,932 | OtherCostOrOtherBasisAmt |
| Depreciation | $16,370,906 | DepreciationAmt |
| Book Value | $6,561,026 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $546,264 | OtherCostOrOtherBasisAmt |
| Book Value | $546,264 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $33,790,607 | TotalBookValueLandBuildingsAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Board and donor restricted funds | $36,194,360 | F |
| Funds held under bond agreements | $9,594,574 | F |
| Deferred compensation | $147,711 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $45,936,645 | TotalBookValueProgramRltdAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Deferred Compensation | Desc |
| Amt | $147,711 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $147,711 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part V, Line 4: | FormAndLineReferenceDesc |
| Explanation | TO PROVIDE SCHOLARSHIP FUNDS TO BE AVAILABLE TO AREA STUDENTS SEEKING TO FURTHER THEIR EDUCATION IN A HEALTH CARE RELATED FIELD. | ExplanationTxt |
Schedule H IRS990ScheduleH
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Assistance Policy | Yes (1) | FinancialAssistancePolicyInd |
| Written Policy | Yes (1) | WrittenPolicyInd |
| All Hospitals Policy | Yes (X) | AllHospitalsPolicyInd |
| FPG Reference Free Care | Yes (1) | FPGReferenceFreeCareInd |
| Percent200 | Yes (X) | Percent200Ind |
| FPG Reference Discounted Care | Yes (1) | FPGReferenceDiscountedCareInd |
Discounted Care Oth Percentage DiscountedCareOthPercentageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | Yes (X) | OtherInd |
| Discounted Care Other | 500.000000000000 | DiscountedCareOtherPct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Free Care Medically Indigent | Yes (1) | FreeCareMedicallyIndigentInd |
| Financial Assistance Budget | Yes (1) | FinancialAssistanceBudgetInd |
| Expenses Exceed Budget | 0 | ExpensesExceedBudgetInd |
| Annual Community Bnft Report | Yes (1) | AnnualCommunityBnftReportInd |
| Report Publically Available | Yes (1) | ReportPublicallyAvailableInd |
Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $66,955 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $66,955 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00120 | TotalExpensePct |
Unreimbursed Medicaid UnreimbursedMedicaidGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $7,775,946 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $6,110,042 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $1,665,904 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.02930 | TotalExpensePct |
Total Financial Assistance Typ TotalFinancialAssistanceTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $7,842,901 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $6,110,042 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $1,732,859 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.03050 | TotalExpensePct |
Subsidized Health Services SubsidizedHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $5,947,237 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $2,084,853 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $3,862,384 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.06780 | TotalExpensePct |
Total Other Benefits TotalOtherBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $5,947,237 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $2,084,853 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $3,862,384 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.06780 | TotalExpensePct |
Total Community Benefits TotalCommunityBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $13,790,138 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $8,194,895 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $5,595,243 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.09830 | TotalExpensePct |
Community Support CommunitySupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 20248 | ActivitiesOrProgramsCnt |
| Total Community Benefit Expns | $12,890 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $12,890 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00020 | TotalExpensePct |
Total Communtity Building Acty TotalCommuntityBuildingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 20248 | ActivitiesOrProgramsCnt |
| Total Community Benefit Expns | $12,890 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $12,890 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00020 | TotalExpensePct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | 0 | BadDebtExpenseReportedInd |
| Bad Debt Expense | $449,857 | BadDebtExpenseAmt |
| Bad Debt Expense Attributable | $224,929 | BadDebtExpenseAttributableAmt |
| Reimbursed By Medicare | $11,302,730 | ReimbursedByMedicareAmt |
| Cost Of Care Reimbursed By Medcr | $10,557,537 | CostOfCareReimbursedByMedcrAmt |
| Medicare Surplus Or Shortfall | $745,193 | 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 | 2 | HospitalFacilitiesCnt |
Hospital Facilities HospitalFacilitiesGrp (2 entries)
| FacilityFacilityNum | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Website AddressWebsiteAddressTxt | State LicenseStateLicenseNum | Licensed HospitalLicensedHospitalInd | General Medical And SurgicalGeneralMedicalAndSurgicalInd | Critical Access HospitalCriticalAccessHospitalInd | Emergency Room24 HrsEmergencyRoom24HrsInd | OtherOtherDesc | Facility Reporting GroupFacilityReportingGroupCd | Emergency Room OtherEmergencyRoomOtherInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Southwest Health Center Inc | |||||||||||||
| 1 | 1400 East Side Road | Platteville | WI | 53818 | WWW.SOUTHWESTHEALTH.ORG | 1059 | Yes (X) | Yes (X) | Yes (X) | Yes (X) | AMBULANCE SERVICE | A | |
| Southwest Health Center Inc - SBS | |||||||||||||
| 2 | 1185 North Elm Street | Platteville | WI | 53818 | WWW.SOUTHWESTHEALTH.ORG | 1063 | Yes (X) | Psychiatric Hospital | A | Yes (X) | |||
Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp
Hospital Facility Name HospitalFacilityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Southwest Health Center Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 |
| Other | Yes (X) | OtherInd |
| CHNA Conducted | 15 | 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 | www.southwesthealth.org/community-health-needs | OwnWebsiteURLTxt |
| Paper Copy Public Inspection | Yes (X) | PaperCopyPublicInspectionInd |
| Implementation Strategy Adopt | Yes (1) | ImplementationStrategyAdoptInd |
| Implementation Strategy Adpt | 15 | ImplementationStrategyAdptYr |
| Strategy Posted Website | Yes (1) | StrategyPostedWebsiteInd |
| Strategy Website URL | https://www.southwesthealth.org/our-locations/community-health-needs-assess | 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 | 500.000000000000 | FPGFamilyIncmLmtFreeCarePct |
| FPG Family Incm Lmt Dscnt Care | 200.000000000000 | FPGFamilyIncmLmtDscntCarePct |
| Income Level Criteria | Yes (X) | IncomeLevelCriteriaInd |
| Underinsurance Stat Criteria | Yes (X) | UnderinsuranceStatCriteriaInd |
| 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 | SEE 16J EXPLANATION | FAPAvailableOnWebsiteURLTxt |
| FAP App Available On Website | Yes (X) | FAPAppAvailableOnWebsiteInd |
| FAP App Available On Website URL | SEE 16J EXPLANATION | FAPAppAvailableOnWebsiteURLTxt |
| FAP Summary On Website | Yes (X) | FAPSummaryOnWebsiteInd |
| FAP Summary On Website URL | SEE 16J EXPLANATION | 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 |
| 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 |
| Nondis Emergency Care Policy | Yes (1) | NondisEmergencyCarePolicyInd |
| Look Back Medicare | Yes (X) | LookBackMedicareInd |
| Amounts Generally Billed | 0 | AmountsGenerallyBilledInd |
| Gross Charges | 0 | GrossChargesInd |
Supplemental Information SupplementalInformationGrp (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Section B | Facility Reporting Group A |
| Facility Reporting Group A consists of: | - Facility 1: Southwest Health Center, Inc., - Facility 2: Southwest Health Center, Inc. - SBS |
| Southwest Health Center, Inc. Part V, Section B, line 3j: | ACTION PLAN TO ADDRESS COMMUNITY HEALTH NEEDS. |
| Southwest Health Center, Inc. Part V, Section B, line 5: | The Community Health Needs Assessment (CHNA) sought input from diverse stakeholders, including health care providers, community leaders, and the public. A key stakeholder survey was created online with a link disseminated via email. Responses as well as the survey tool itself are included in the report. A separate survey was created in a hard copy version and diverse members of the general public were asked to complete the survey at community events, such as fairs and large gatherings. The CHNA process also relied significantly on health data from various credible sources to provide actual comparative risks for morbidity and mortality on a wide range of health issues from cancer and heart disease, smoking, accidents, and the environment. |
| Southwest Health Center, Inc. Part V, Section B, line 11: | IN ADDITION TO ONGOING DAILY SHARING OF VITAL HEALTH INFORMATION, CARING FOR INDIGENT OR LOW INCOME COMMUNITY MEMBERS, PROVIDING NON-REIMBURSED CARE, AND EDUCATING OUR PATIENTS, THEIR FAMILIES, AND OUR COMMUNITIES ON INDIVIDUAL AND COLLECTIVE HEALTH ISSUES, WE ADDRESS PRIORITY COMMUNITY HEALTH NEEDS BY ENGAGING OUR CONSTITUENCIES, EMPOWERING THEM, CONNECTING THEM TO SERVICES AND RESOURCES, AND BY WORKING TO CREATE A LOCAL CULTURE OF HEALTH AND WELLNESS. THAT INCLUDES REDUCING BARRIERS TO GAINING ACCESS TO CARE, CREATING OPPORTUNITIES FOR SCREENINGS AND EARLY INTERVENTION, IMPROVING PATIENT ADVOCACY AND INFORMATION, PROVIDING EDUCATION, AND ELIMINATING STIGMAS. WE ALSO WORK TO RAISE AWARENESS OF EXISTING CLINICAL AND AOTHER VITAL SERVICES, OFFER SERVICES LOCALLY FREE OF CHARGE OR AT LOW COST, OFFER PROGRAMS TARGETING POPULATIONS, AND RECRUIT AND RETAIN LOCAL PROVIDERS NECESSARY TO DELIVER COST EFFECTIVE CARE. FINALLY, WE'RE ALSO BOOSTING OUR EFFORTS TO MORE EFFECTIVELY PROMOTE HEALTH, HEALTHY EATING AND HEALTHY ACTIVITY, AND WE'RE FOSTERING COMMUNITY COLLABORATION TO INCREASE KNOWLEDGE ON HEALTH ISSUES, FROM HEALTHY EATING AND PHYSICAL ACTIVITY TO IMPACTING SUBSTANCE ABUSE AND CREATING OPPORTUNITIES FOR EDUCATION THAT WILL CHANGE THE UNDERLYING CAUSES OF DISEASE. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 5 | FacilityNum |
Oth Hlth Care Fclts Not Hospital OthHlthCareFcltsNotHospitalGrp
Oth Hlth Care Fclts OthHlthCareFcltsGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | FacilityFacilityTxt |
|---|---|---|---|---|
| 1 - EPIONE PAVILION | ||||
| 808 South Washington Street | Cuba City | WI | 53807 | Skilled Nursing Facility |
| 2 - SOUTHWEST HEALTH - PLATTEVILLE CLINIC | ||||
| 1450 EASTSIDE ROAD | PLATTEVILLE | WI | 53818 | Physician Clinic |
| 3 - SOUTHWEST HEALTH - CUBA CITY CLINIC | ||||
| 808 South Washington Street | CUBa City | WI | 53807 | PHYsician Clinic |
| 4 - SOUTHWEST HEALTH - THE EYE CENTER | ||||
| 1450 EASTSIDE ROAD | PLATTEVILLE | WI | 53818 | OPHTHALMOLOGY CLINIC AND RETAIL EYE CENTER |
| 5 - THE PHARMACY AT SOUTHWEST HEALTH | ||||
| 1450 EASTSIDE ROAD | PLATTEVILLE | WI | 53818 | RETAIL PHARMACY |
Supplemental Information Detail SupplementalInformationDetail (13 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 3c: | ALTHOUGH FEDERAL POVERTY GUIDELINES ARE USED FOR CALCULATING DISCOUNTED CARE TO BE PROVIDED UNDER THE ORGANIZATION'S CHARITY CARE POLICY, THESE GUIDELINES ARE NOT USED TO DETERMINE FREE CARE GIVEN. ALTHOUGH FREE CARE IS GENERALLY NOT GIVEN, A 95% DEDUCTION FROM BILLED CHARGES IS GRANTED TO PATIENTS UNDER 100% OF THE FEDERAL POVERTY GUIDELINES. |
| Part I, Line 7: | THE COSTING METHOD USED ON FORM 990 IS BASED ON A COST TO CHARGE RATIO WHICH IS DEVELOPED BASED ON THE Organization's TOTAL OPERATING EXPENSES LESS THE PROVISION FOR BAD DEBTs DIVIDED BY GROSS PATIENT SERVICE REVENUE. THIS COST TO CHARGE RATIO IS APPLIED AGAINST VARIOUS REVENUE AND EXPENSE CATEGORIES TO COMPUTE THE ESTIMATED COMMUNITY BENEFIT EXPENSE UNDER IRS SUGGESTED COSTING METHODS FOR THE FORM 990. |
| Part I, Line 7g: | The cost of subsidized services is based on the cost allocations from the Medicare cost report. Allowable costs are assigned directly to departments throughout the year and then the cost report uses the allocation methodology to assign all other costs to calculate service line costs. Subsidized health services include the operation of the hospital's inpatient medical/surgical nursing unit. These services are unavailable to members of the community other than through Southwest Health Center, Inc. It has been the goal of Southwest Health Center, Inc. to provide these services to the community regardless of the patient's ability to pay. |
| Part I, Line 7, Column (f): | The Bad Debt expense included on Form 990, Part IX, Line 25, Column (A), but subtracted for purposes of calculating the percentage in this column is $ 944,109. |
| Part II, Community Building Activities: | While there is a growing agreement in the United States about what constitutes a non-profit Hospital's "community benefit," these efforts continue to be a work in progress. Southwest Health Center, Inc. provides charity care and other community benefits as defined by the IRS and in addition, the organization believes that it provides a critically important benefit which is not quantified. Southwest Health Center, like most community hospitals, was created and is maintained to provide high quality care locally, without without which area residents would be required to travel great distances at significant personal cost and often in poor weather. Our organization's vision (Creating a Healthier Southwest Wisconsin) propels our organization forward, expanding access to ever higher quality care, more services, more professionals and practitioners, and greater contributions to the community in terms of outreach and education. Beyond inpatient hospitalizations, the organization provides local access to many services including; primary medical care, wide ranging diagnostic services, emergency and urgent care services, infusion services, nursing home services, swing bed services, clinical services, laboratory services, occupational health, rehabilitation services, specialty medicine, sleep medicine, speech pathology, a wide and increasing range of general surgical services as well as other specialty surgical services (ENT, OB/GYN, Urology, Orthopedics, etc), inpatient and outpatient psychiatric services, women's health services, nutrition and diabetes education/counseling, emergency medical and ambulance services optometry and advanced ophthalmology care, exercise physicology and sports medicine, orthopedics, to name some of the major services provided. We are conscientious stewards of health care for our region, and people turn to us in all states of need for health related issues. |
| Part III, Line 4: | Patient and resident accounts receivable and credit policy: In evaluating the collectibility of patient and resident accounts receivable, Southwest Health Center, Inc. analyzes past results and identifies trends for each of its major payor sources of revenue to estimate the appropriate allowance for doubtful accounts and provision for bad debts. Management regularly reviews data about these major payor sources of revenue in evaluating the sufficiency of the allowance for doubtful accounts. Specifically, for receivables associated with services provided to patients or residents who have third-party coverage, Southwest Health Center, Inc. analyzes contractually due amounts and provides an allowance for doubtful accounts and a provision for bad debts for expected uncollectible deductibles and copayments on accounts for which the third-party payor has not yet paid, or for payors and patients or residents who are known to be having financial difficulties that make the realization of amounts due likely. For receivables associated with self-pay patients (which includes both patients without insurance and patients with deductible and copayment balances due for which third-party coverage exists for part of the bill), Southwest HEalth Center, Inc. records a significant provision for bad debts in the period of service on the basis of its past experience, which indicates that many patients are unable or unwilling to pay the portion of their bill for which they are financially responsible. The difference between the standard rates (or the discounted rates if negotiated) and the amounts contractually collected after all reasonable collection efforts have been exhausted is charged off against the allowance for doubtful accounts. The audited financial statements do not include a separate footnote regarding bad debt expense. |
| Part III, Line 8: | The total Medicare revenue shown in schedule H to the Form 990 is based on the IRS 990 instructions and includes only a portion of the gross Medicare Revenue of the Organization, and also does not consider all contractual adjustments for services reimbursed by the Medicare Program. Amounts listed for Medicare revenues do not include physician services for the coverage of the emergency department at the hospital as well as AMBULANCE SERVICES, anesthesia professional services, psychiatric inpatient physician professional services, SURGICAL PROFESSIONAL SERVICES, revenues for any patients covered under Medicare Advantage plan programs, OR physical therapy services provided to nursing home residents. These physician professional services, AMBULANCE services, and nursing home therapy services are reimbursed primarily on fee schedule reimbursements at rates that are often below the costs of caring for patients. Emergency physician, PHYSICAL therapy, and AMBULANCE services provided to Medicare patients are vital to the well-being of the community and as such these costs and shortfalls should also be considered as an additional benefit that Southwest Health Center provides to the community and surrounding areas. The costing method used above for IRS 990 compliance reporting is also based on the filed Medicare Cost report for the year ended June 30, 2017, and does not consider Medicare non-allowable expenses, as it is based on total hospital patient service revenues (ignoring contractual adjustments on fee schedule reimbursed items and non-allowable Medicare expenses as noted above). Additionally, the amounts above do not include amounts paid for inpatient medical/surgical nursing unit services as these are included in the subsidized health services on page 1 of Schedule H. Whether there is a shortfall or surplus on services provided to Medicare beneficiaries, these people, who are typically elderly or disabled members of the community, are an underserved population who experience issues with access to health care services. Without tax-exempt hospitals providing Medicare patient services, the Centers for Medicare and Medicaid (CMS) would bear the burden of directly providing services to the elderly and disabled members of the community. |
| Part III, Line 9b: | Under the organization's collection and charity care policies, Southwest Health Center, Inc. makes every attempt to identify and promote charity care to patients. Included in the Organization's charity care policy it is noted that patients may qualify for charity care either prior to admission or following discharge. All inpatient self-pay admissions are screened by the organization's patient financial counselors or social workers to allow these patients the ability to complete their application during their stay at the hospital. Depending upon the patient's condition, the patient's responsible party may be contacted to complete and return the forms at a later time when their care allows this completion. During the patient account collection process, self-pay patients are also informed of the organization's collection policies as well as the charity care program to allow patients the opportunity to complete the appropriate forms and qualify under the program. |
| Part VI, Line 2: | Southwest Health Center, Inc. assesses the health care needs of the communities and geographic region we serve by reviewing local demographics and trends, by tracking patient service utilization to determine which services could and should be made available to the community in a cost-effective manner to be consistent with Southwest Health Center's mission in the community, and by monitoring state, county and other reports on the health status of our populations, Southwest Health Center also reviews statistics in the hospital and clinics as part of regular reviews of current and potential services to ensure resources are being appropriately allocated to areas of need by community members and patients. The Organization also meets with local community members, employers, local clinical provider groups, and members of its staff to determine which services may benefit the community. And we survey practitioners regularly to determine changing needs for educaiton of all our various constituencies. |
| Part VI, Line 3: | Uninsured and under insured patients are offered to meet with one of the Organization's Patient Financial Representative's anytime they present concern with ability to pay a bill. This can be at the time service is provided, or after the patient's bill is generated. The representatives are available in person or over the phone, depending on the patient's preference. The representative explains the options available to the patient including payment over time as well as the Hospital's charity care program and offers assistance in completing charity care application when appropriate. If other programs are available to the patient, such as the Wisconsin Medical Assistance or Badgercare programs, these patients are referred to the appropriate government agency for further assistance. |
| Part VI, Line 4: | Southwest Health operates facilities in Platteville and Cuba City, Wisconsin. The primary service area for Southwest Health Center, Inc. encompasses all persons living within a 20 to 30 mile radius of those two communities, including Platteville, Cuba City, Dickeyville, Belmont, Ellenboro, Rewey, and Livingston, Wisconsin. There are also increasing numbers of patients accessing our services from additional outlying communities including Montfort, Mineral Point, Potosi, Tennyson, Lancaster, Darlington, and Cobb, Wisconsin. Southwest Health Center, Inc. provides a significant portion of its patient services to beneficiaries of the Medicare and Medical Assistance programs. Though these areas are mostly comprised of white residents, there are significant African American and hispanic residents as well as Amish families in the area. |
| Part VI, Line 5: | A majority of the organization's governing body is comprised of persons who reside in the organization's primary service area who are neither employees nor contractors of the organization, nor family members thereof. The organization extends medical staff privileges to all qualified phyisicans in its community for some or all of its departments. Surplus funds of the organization are invested back into the facilty and its equipment to ensure the needed services are continued to be provided in the community. |
| Part VI, Line 7, Reports Filed With States | WI |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 33 | RecipientCnt |
| Cash Grant | $57,250 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | The organization provides board approved scholarships to individuals. Eligibility for the scholarship is monitored by the organization. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| KEVIN CARR MD | ||||||||||||||
| BOARD MEMBER/Physician | $310,632 | $0 | $147,254 | $0 | $0 | $0 | $13,250 | $0 | $13,861 | $0 | $484,997 | $0 | $0 | $0 |
| DAN ROHRBACH | ||||||||||||||
| CEO | $306,562 | $0 | $30,318 | $0 | $0 | $0 | $13,250 | $0 | $25,094 | $0 | $375,224 | $0 | $0 | $0 |
| James Yurcek | ||||||||||||||
| PHYSICIAN | $500,055 | $0 | $0 | $0 | $0 | $0 | $13,250 | $0 | $25,094 | $0 | $538,399 | $0 | $0 | $0 |
| MARK BOGNER | ||||||||||||||
| PHYSICIAN | $418,296 | $0 | $31,493 | $0 | $0 | $0 | $13,250 | $0 | $19,057 | $0 | $482,096 | $0 | $0 | $0 |
| Mary Jo Oyen | ||||||||||||||
| PHYSICIAN | $307,190 | $0 | $270,496 | $0 | $0 | $0 | $0 | $0 | $8,245 | $0 | $585,931 | $0 | $0 | $0 |
| JOSHUA LINDSAY | ||||||||||||||
| PHYSICIAN | $498,666 | $0 | $275,924 | $0 | $0 | $0 | $21,200 | $0 | $25,094 | $0 | $820,884 | $0 | $0 | $0 |
| ADITYA SUKWAHL | ||||||||||||||
| PHYSICIAN | $280,773 | $0 | $165,937 | $0 | $0 | $0 | $13,250 | $0 | $30,709 | $0 | $490,669 | $0 | $0 | $0 |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|
| wisconsin Health and Educational Facilities Authority | |||||||
| A | 391337855 | 2012-08-20 | $18,009,846 | refunding of Series 2004A Bonds for Hospital Replacement | 0 | 0 | 0 |
| wisconsin Health and Educational Facilities Authority | |||||||
| B | 391337855 | 2012-08-20 | $5,466,102 | Refunding of Series 2010 Bonds for Hospital Replacement | 0 | 0 | 0 |
| Wisconsin Health and Educational Facilities Authority | |||||||
| C | 391337855 | 2017-02-03 | $17,222,000 | refunding of series 2013 bonds and capital purchases | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Capital ExpendituresCapitalExpendituresAmt | UnspentUnspentAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $7,052,507 | $18,009,846 | $318,905 | $17,690,941 | 2005 | 0 | Yes (1) | Yes (1) | Yes (1) | ||
| B | $924,127 | $5,466,102 | $98,595 | $5,367,507 | 2005 | Yes (1) | 0 | Yes (1) | Yes (1) | ||
| C | $309,110 | $17,222,000 | $218,511 | $6,633,809 | 2017 | Yes (1) | 0 | 0 | Yes (1) | $782,139 | $9,507,541 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0.00000 | 0.00010 | 0.00010 | 0 | 0 | 0 |
| B | 0 | 0 | 0 | 0 | 0.00000 | 0.00010 | 0.00010 | 0 | 0 | 0 |
| C | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | 0 |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| C | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, line 11b | The members of the Board of Directors are provided a copy of the Form 990 for review prior to submission. Responses on the 990 are also reviewed by the CEO and Chief Administrative & Fiscal Officer of the Organization prior to its submission to the IRS. |
| Form 990, Part VI, Section B, line 12c | MEMBERS OF The Board of Directors disclose any conflicts of interest by completing a questionnaire and disclosure form annually. Employees are required to review the conflict of interest policy upon hire and at annual intervals. If any significant conflicts arise with members of the Board of Directors, management, or key employees, it is properly documented and followed up on by the appropriate governing group or department within the Organization according to the conflict of interest policy. Any Board members with noted conflicts are asked to abstain from voting on any potentially conflicted items. |
| Form 990, Part VI, Section B, line 15 | The CEO's compensation is reviewed annually and is compared to survey data received from the Rural Wisconsin Health Cooperative and from the Wisconsin Hospital Association. The CEO's compensation is approved by the board of directors on an annual basis. Compensation of the Organization's officers and other employees is also compared to survey data received from the Rural Wisconsin Health Cooperative and from the Wisconsin Hospital Association. The Officers' compensation is approved by the CEO and Human Resources Director on an annual basis, and documentation regarding their compensation adjustments is maintained. |
| Form 990, Part VI, Section C, line 19 | The abbreviated financial statements are made publicly available through the Wisconsin Hospital Association, and the complete audited consolidated financial statements are available upon request. Governing documents and the conflict of interest policy are available to the public upon request. |
| Form 990, Part XI, line 9: | Loss on refinancing of debt -109,121. |
| Part XII, Line 2C: | Audit Committee and Selection of an independent accountant: The Organization answered "Yes" to question 2c under part XII of the 990, indicating that the organization does have a committee that assumes responsibility for the audit of its financial statements and selection of an independent accountant. The committee that assumes this responsibility is the Organization's Finance Committee. This committee makes recommendations to the Board of Directors regarding the selection of the independent accountant, and the Board of Directors makes the final approval. The Board of Directors also meets with the auditors annually and approves the audit report. The process used by this committee has not changed in the past year. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Southwest Senior Enterprises INc | ||||||||||||
| 1400 East Side Road | Platteville | WI | 53818 | 205501580 | Senior Care Campus & Activities | WI | SOUTHWEST HEALTH CENTER INC | C | $24,006 | -$320,071 | 1.00000 | Yes (1) |
| Southwest Medical Services Inc | ||||||||||||
| 1400 East Side Road | Platteville | WI | 53818 | Inactive-Management of Residential Facility | WI | SOUTHWEST HEALTH CENTER INC | S | 1.00000 | Yes (1) | |||
| 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 | Yes (1) | 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 |