PEACEHEALTH SOUTHWEST MEDICAL CENTER: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- PEACEHEALTH SOUTHWEST MEDICAL CENTER (EIN 91-6068143)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-11-15
- IRS object ID
- 201113199349310236
- Schema version
- 2010v3.4
- 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 D
- Schedule H
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-11-15T18:29:46-06:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 801 Second Avenue Suite 900 | AddressLine1 |
| City | Seattle | City |
| State | WA | State |
| ZIP Code | 98104 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 916068143 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Southwest Washington Medical Center | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SOUT | NameControl |
| Phone | 3605147800 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 1600 | AddressLine1 |
| City | Vancouver | City |
| State | WA | State |
| ZIP Code | 98668 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | David Willie | Name |
| Title | Chief Financial Officer | Title |
| Date Signed | 2011-11-14 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2069134000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | JOSEPH KORTUM | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1600 | AddressLine1 |
| City | VANCOUVER | City |
| State | WA | State |
| ZIP Code | 98668 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 783279426 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.swmedicalcenter.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1966 | YearFormation |
| State Legal Domicile | WA | StateLegalDomicile |
| Activity Or Mission Description | SOUTHWEST WASHINGTON MEDICAL CENTER IS COMMITTED TO THE PROVISION OF QUALITY HEALTHCARE AND THE BETTERMENT OF THE HEALTH OF RESIDENTS OF SOUTHWEST WASHINGTON AND THE SURROUNDING AREAS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 12 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 12 | NbrIndependentVotingMembers |
| Total Nbr Employees | 3303 | TotalNbrEmployees |
| Total Nbr Volunteers | 500 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 3895424 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 2224266 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 494056973 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 523374480 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -20668547 | InvestmentIncomePriorYear |
| Investment Income Current Year | 36443860 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 10548004 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 477283850 | TotalRevenuePriorYear |
| Total Revenue Current Year | 572590610 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 132949 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 143615 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 249528461 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 266979107 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 233849636 | OtherExpensePriorYear |
| Other Expenses Current Year | 259164278 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 483511046 | TotalExpensesPriorYear |
| Total Expenses Current Year | 526287000 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -6227196 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 46303610 | RevenuesLessExpensesCY |
| Total Assets BOY | 585347532 | TotalAssetsBOY |
| Total Assets EOY | 594794997 | TotalAssetsEOY |
| Total Liabilities BOY | 321779327 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 299127422 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 263568205 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 295667575 | NetAssetsOrFundBalancesEOY |
| Mission Description | SOUTHWEST WASHINGTON MEDICAL CENTER IS COMMITTED TO THE PROVISION OF QUALITY HEALTHCARE AND THE BETTERMENT OF THE HEALTH OF RESIDENTS OF SOUTHWEST WASHINGTON AND THE SURROUNDING AREAS. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 464122583 | Expense |
| Revenue | 533937484 | Revenue |
| Description | Inpatient & outpatient hospital services. Southwest Washington Medical Center treated 26,925 inpatients & 246,867 outpatients for a total of 273,792 patients in the prior fiscal year. In conjunction with these efforts, Southwest Washington Medical Center offers community health education, health care support services and health professions education. There were 87,630 people who participated in these efforts This totals 361,152 people served during the 2010 fiscal year. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 143615 | Expense |
| Grants | 143615 | Grants |
| Description | GRANTS TO VARIOUS COMMUNITY BASED EXEMPT ORGANIZATIONS WERE MADE TO IMPROVE THE HEALTH AND WELFARE OF CLARK COUNTY. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 464266198 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | true | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | true | Hospital |
| Financial Stmt Attached | false | FinancialStmtAttached |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | true | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transaction Related Entity | true | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Info In Schedule O Part V | X | InfoInScheduleOPartV |
| Number Forms Transmitted With1096 | 3693 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 3303 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | true | ForeignFinancialAccount |
| Name Of Foreign Country | EI | NameOfForeignCountry |
| Name Of Foreign Country | UK | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 12 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 12 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | false | RegularMonitoringEnforcement |
| Whistleblower Policy | false | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | WA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | ANITA WILLIAMS | NamePerson |
| Telephone Number | 3605147800 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1600 | AddressLine1 |
| City | Vancouver | City |
| State | WA | State |
| ZIP Code | 986681600 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (28 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| Judi Brenes | ||||||||
| Secretary | 2.0 | X | X | 0 | 0 | 0 | ||
| Ron Prill | ||||||||
| Treasurer | 2.0 | X | X | 0 | 0 | 0 | ||
| Ruth Bennett | ||||||||
| BOARD MEMBER | 2.0 | X | 0 | 0 | 0 | |||
| Richard Boyd | ||||||||
| Board Member | 2.0 | X | 0 | 0 | 0 | |||
| Brett Bryant | ||||||||
| Vice Chair | 2.0 | X | X | 0 | 0 | 0 | ||
| Tom Burkholder | ||||||||
| BOARD MEMBER | 2.0 | X | 0 | 0 | 0 | |||
| Nicholas Carulli MD | ||||||||
| BOARD MEMBER | 2.0 | X | 0 | 0 | 0 | |||
| Jay Miller MD | ||||||||
| BOARD MEMBER | 2.0 | X | 0 | 0 | 0 | |||
| Lee Kearney | ||||||||
| Chairman | 2.0 | X | X | 0 | 0 | 0 | ||
| George Shanno MD | ||||||||
| BOARD MEMBER | 2.0 | X | 0 | 0 | 0 | |||
| Donald M Thompson MD | ||||||||
| BOARD MEMBER | 2.0 | X | 0 | 0 | 0 | |||
| Sally E Williams MD | ||||||||
| BOARD MEMBER | 2.0 | X | 0 | 0 | 0 | |||
| Joseph M Kortum | ||||||||
| President and CEO | 39.0 | X | 1038265 | 0 | 14520 | |||
| David Willie | ||||||||
| Chief Financial Officer | 39.0 | X | 539168 | 0 | 24288 | |||
| Renate Atkins | ||||||||
| Chief Operating Officer | 40.0 | X | 607893 | 0 | 20061 | |||
| Alden Roberts | ||||||||
| Chief Medical Officer | 40.0 | X | 519624 | 0 | 14067 | |||
| Petra Knowles | ||||||||
| CHIEF INFORMATION OFFICER | 40.0 | X | 398164 | 0 | 19581 | |||
| Cheryl Meyerhofer | ||||||||
| VP of Human Resources | 40.0 | 378720 | 0 | 11622 | X | |||
| Joe Ness | ||||||||
| VP of Ancillary & Support Svcs | 40.0 | 366627 | 0 | 17590 | X | |||
| Daniel Keteri | ||||||||
| VP of Patient Care Services | 40.0 | 307958 | 0 | 13577 | X | |||
| Peter Bush | ||||||||
| VP of Physician Services | 40.0 | 284705 | 0 | 32748 | X | |||
| Larry Cohen | ||||||||
| Director Business Development | 40.0 | 248985 | 0 | 10494 | X | |||
| Craig Armstrong | ||||||||
| General Counsel | 40.0 | 220026 | 0 | 11899 | X | |||
| DI Lu | ||||||||
| MD Thoracic/Vascular | 40.0 | 503295 | 0 | 19634 | X | |||
| Bradden Jensen | ||||||||
| MD in Rehab Services | 40.0 | 428953 | 0 | 33162 | X | |||
| Fan Zhou | ||||||||
| MD Pathologist | 40.0 | 396911 | 0 | 11333 | X | |||
| Robert Djergaian | ||||||||
| MD Pathologist | 40.0 | 400429 | 0 | 18147 | X | |||
| Julia Wildes | ||||||||
| MD Pathologist | 40.0 | 351621 | 0 | 10500 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 6991344 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 283223 | TotalOtherCompensation |
| Number Individuals GT100 K | 55 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| MCKESSON INFORMATION SOLUTIONS | |||||
| One Post Street | SAN FRANCISCO | CA | 94104 | Other Purch Svcs | 22562528 |
| HURON CONSULTING GROUP | |||||
| 8044 Solutions Center | CHICAGO | IL | 60677 | Consulting Projects | 7900927 |
| COLUMBIA ANESTHESIA GROUP | |||||
| 400 Northeast Mother Joseph Place | VANCOUVER | WA | 98664 | Prof Svc/Medical | 4756349 |
| MICROSOFT LICENSING GP | |||||
| 6100 Neil Road Ste 100 | RENO | NV | 89511 | Licensing | 3556537 |
| JE DUNN CONSTRUCTION COMPANY | |||||
| 437 North Columbia Blvd | PORTLAND | OR | 97217 | Construction Project | 2235809 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 35 | NumberOfContractorsGT100K |
| Government Grants | 140097 | GovernmentGrants |
| All Other Contributions | 2084169 | AllOtherContributions |
| Noncash Contributions | 122679 | NoncashContributions |
| Total Contributions | 2224266 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|---|
| PATIENT SERVICES | 621110 | 522121675 | 522121675 | 0 | $0 |
| WEIGHT LOSS & BARIATRIC SURGERY | 621110 | 946383 | 946383 | 0 | $0 |
| FAMILY MEDICAL EDUCATION | 624100 | 306422 | 306422 | 0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 523374480 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2434000 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $2,434,000 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 244698676 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 210688816 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 34009860 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 34009860 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $34,009,860 | ExclusionAmount |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|---|
| GIFT SHOP | 900099 | 303336 | 0 | 0 | $303,336 |
| CAFETERIA | 900099 | 3550025 | 0 | 0 | $3,550,025 |
| PARTNERSHIP ITEMS | 900099 | 2115504 | 0 | 0 | $2,115,504 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4579139 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $4,579,139 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 10548004 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 572590610 | TotalRevenueColumn |
| Related Or Exempt Function Income | 523374480 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $46,991,864 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 142954 | Total |
| Program Services | 142954 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 661 | Total |
| Program Services | 661 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5100584 | Total |
| Program Services | 533693 | ProgramServices |
| Management And General | 4566891 | ManagementAndGeneral |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 192404329 | Total |
| Program Services | 180556284 | ProgramServices |
| Management And General | 11848045 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17103312 | Total |
| Program Services | 14537815 | ProgramServices |
| Management And General | 2565497 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 38293262 | Total |
| Program Services | 34463936 | ProgramServices |
| Management And General | 3829326 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14077620 | Total |
| Program Services | 12669858 | ProgramServices |
| Management And General | 1407762 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 507582 | Total |
| Management And General | 507582 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 179518 | Total |
| Management And General | 179518 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4785313 | Total |
| Program Services | 4306782 | ProgramServices |
| Management And General | 478531 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 264554 | Total |
| Program Services | 251326 | ProgramServices |
| Management And General | 13228 | ManagementAndGeneral |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8878440 | Total |
| Program Services | 8434518 | ProgramServices |
| Management And General | 443922 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 34553346 | Total |
| Program Services | 31098011 | ProgramServices |
| Management And General | 3455335 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1758728 | Total |
| Management And General | 1758728 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| SUPPLIES | 79085540 | 75131263 | 3954277 |
| BAD DEBT | 48533685 | 48533685 | 0 |
| PURCHASED SERVICES | 39116441 | 27381509 | 11734932 |
| PROFESSIONAL FEES | 22465068 | 11232534 | 11232534 |
| EQUIP RENTAL & MAINTENANCE | 8694349 | 7824914 | 869435 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10341714 | Total |
| Program Services | 7166455 | ProgramServices |
| Management And General | 3175259 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 526287000 | Total |
| Program Services | 464266198 | ProgramServices |
| Management And General | 62020802 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3243368 | BOY |
| EOY | 8984491 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 60737351 | BOY |
| EOY | 65185775 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5682412 | BOY |
| EOY | 6004980 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6409356 | BOY |
| EOY | 6397586 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 572444575 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 289925077 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 296177361 | BOY |
| EOY | 282519498 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 178588884 | BOY |
| EOY | 191787278 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 34508800 | BOY |
| EOY | 33915389 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 585347532 | BOY |
| EOY | 594794997 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 53538263 | BOY |
| EOY | 58422920 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 161772498 | BOY |
| EOY | 158308814 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 106468566 | BOY |
| EOY | 82395688 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 321779327 | BOY |
| EOY | 299127422 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 234966205 | BOY |
| EOY | 266575575 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22130000 | BOY |
| EOY | 22603000 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6472000 | BOY |
| EOY | 6489000 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 263568205 | BOY |
| EOY | 295667575 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 585347532 | BOY |
| EOY | 594794997 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 46303610 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -14204240 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Both | X | FinancialStatementBoth |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital170b1 Aiii | X | Hospital170b1Aiii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 6169664 | OtherCostOrOtherBasis |
| Book Value | 6169664 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 271802841 | OtherCostOrOtherBasis |
| Depreciation | 78692566 | Depreciation |
| Book Value | 193110275 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 9775900 | OtherCostOrOtherBasis |
| Depreciation | 5234980 | Depreciation |
| Book Value | 4540920 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 273779839 | OtherCostOrOtherBasis |
| Depreciation | 204714346 | Depreciation |
| Book Value | 69065493 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 10916331 | OtherCostOrOtherBasis |
| Depreciation | 1283185 | Depreciation |
| Book Value | 9633146 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 282519498 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (4 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| BENEFICIAL INTEREST IN FDN | 30947039 |
| DUE FROM AFFILIATES | 1563663 |
| BONDS HELD FOR PROJECT COSTS | 135105 |
| OTHER ASSETS | 1269582 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 33915389 | TotalBookValueOtherAssets |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (4 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| MEDICAL MALPRACTICE LIABILITY | $4,094,478 |
| DEFERRED GAIN ON BUILDING SALE | $16,548,817 |
| LONG-TERM PENSION PAYABLE | $49,324,511 |
| FMV INTEREST RATE SWAP | $12,427,882 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 82395688 | TotalOfAmounts |
| Total Revenue | 572590610 | TotalRevenue |
| Total Expenses | 526287000 | TotalExpenses |
| Excess Or Deficit For Year | 46303610 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -14213183 | NetUnrealizedGLOnInvestments |
| Other | $8,943 | OtherAmount |
| Total Adjustments | -14204240 | TotalAdjustments |
| Excess Or Deficit Per FS | 32099370 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 554412703 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -14213183 | NetUnrealizedGainsInvestments |
| Other Revenues | -1849220 | OtherRevenues |
| Revenue Not Rptd F990 | -16062403 | RevenueNotRptdF990 |
| Revenue Subtotal | 570475106 | RevenueSubtotal |
| Other Revenues Not Included | 2115504 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 2115504 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 572590610 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 526520603 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 233603 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 233603 | ExpensesNotRptdF990 |
| Expenses Subtotal | 526287000 | ExpensesSubtotal |
| Total Expenses Per Form990 | 526287000 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part XI, Line 5 | Other Changes to Net Assets in Audited Financial Statements | Other than temporary impairment reversal Deferred Gain on Sale of Building 2,110,877 (recognized for 990 in Prior Years) Change in Fair Value of Interest Rate Swap -3,960,097 Income from K-1s -2,115,504 Assets Transferred to Affiliates -22,429,626 Change in interest in Foundation Net Assets 1,008,896 Change in Pension Liability 25,628,000 Compensation Paid on Behalf of SWMC Fdn -233,603 (As Common Paymaster) ----------- Total 8,943 |
| Part XII, Line 2d | Other Items included in Financial Statements not on Form 990 | Deferred Gain on Sale of Building 2,110,877 (recognized for 990 in Prior Years) Change in Fair Value of Interest Rate Swap -3,960,097 ---------- Total -1,849,220 |
| Part XII, Line 4b | Other Items included on Form 990 not on financial statements | Income from K-1s 2,115,504 |
| ASC 740 Footnote | Part X, Line 2 | The Medical Center is a not-for-profit organziation and has been recognized as exempt from federal income taxes, except on unrelated business income, under Section 501(c)(3) of the Internal Revenue Code. Management believes that the Medical Center is being operated in accordance with its tax-exempt status. FASB ASC 740, Income Taxes, clarifies the accounting for uncertainty in income taxes recognized in an enterprise's financial statements and prescribes a threshold of more likley than not for recognition of tax benefits of uncertain tax positions taken or expected to be taken in a tax return. FASB 740 also provides related guidance on measurement, derecognition, classification, interest and penalties, and disclosure. As the Medical Ceneter is exempt from taxation under Section 501(c)(3) of the Internal Revenue Code and is generally not subject to federal or state income taxes, the adoption of Topic 740 did not have a material impact on the Medical Center's financial statements. |
| Part XIII, Line 2d | Other Amounts Not Included In Return | Compensation Paid on Behalf of SWMC Fdn 233,603 (As Common Paymaster) --------- Total 233,603 |
Schedule H IRS990ScheduleH
| Field | Value | IRS element (for citing) |
|---|---|---|
| Charity Care Policy | true | CharityCarePolicy |
| Written Policy | true | WrittenPolicy |
| FPG Reference Free Care | true | FPGReferenceFreeCare |
Other Percentage OtherPercentage
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | X | Other |
| Free Other Percentage | 400. | FreeOtherPercentage |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FPG Reference Discounted Care | true | FPGReferenceDiscountedCare |
| Pcent400 | X | Pcent400 |
| Free Disc Care Medically Indigent | true | FreeDiscCareMedicallyIndigent |
| Amounts Budgeted For Charity Care | true | AmountsBudgetedForCharityCare |
| Expenses Exceeded Budget | true | ExpensesExceededBudget |
| Unable To Provide Care | false | UnableToProvideCare |
| Annual Community Benefit Report | true | AnnualCommunityBenefitReport |
| Report Publically Available | true | ReportPublicallyAvailable |
Charity Care At Cost CharityCareAtCost
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 13071825 | TotalCommunityBenefitExpense |
| Net Community Benefit Expense | 13071825 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.02730 | PercentOfTotalExpense |
Unreimbursed Medicaid UnreimbursedMedicaid
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 17442000 | TotalCommunityBenefitExpense |
| Net Community Benefit Expense | 17442000 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.03650 | PercentOfTotalExpense |
Total Charity Care TotalCharityCare
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 30513825 | TotalCommunityBenefitExpense |
| Net Community Benefit Expense | 30513825 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.06380 | PercentOfTotalExpense |
Community Health Services CommunityHealthServices
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Activities Or Programs | 6 | NumberOfActivitiesOrPrograms |
| Persons Served | 76211 | PersonsServed |
| Total Community Benefit Expense | 584037 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 3350 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 580687 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00120 | PercentOfTotalExpense |
Health Professions Education HealthProfessionsEducation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Activities Or Programs | 3 | NumberOfActivitiesOrPrograms |
| Persons Served | 25 | PersonsServed |
| Total Community Benefit Expense | 3359590 | TotalCommunityBenefitExpense |
| Net Community Benefit Expense | 3359590 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00700 | PercentOfTotalExpense |
Subsidized Health Services SubsidizedHealthServices
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Activities Or Programs | 3 | NumberOfActivitiesOrPrograms |
| Persons Served | 11394 | PersonsServed |
| Total Community Benefit Expense | 167105 | TotalCommunityBenefitExpense |
| Net Community Benefit Expense | 167105 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00030 | PercentOfTotalExpense |
Research Research
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Activities Or Programs | 1 | NumberOfActivitiesOrPrograms |
| Total Community Benefit Expense | 49283 | TotalCommunityBenefitExpense |
| Net Community Benefit Expense | 49283 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00010 | PercentOfTotalExpense |
Cash And In Kind Contributions CashAndInKindContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Activities Or Programs | 1 | NumberOfActivitiesOrPrograms |
| Total Community Benefit Expense | 142000 | TotalCommunityBenefitExpense |
| Net Community Benefit Expense | 142000 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00900 | PercentOfTotalExpense |
Total Other Benefits TotalOtherBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Activities Or Programs | 14 | NumberOfActivitiesOrPrograms |
| Persons Served | 87630 | PersonsServed |
| Total Community Benefit Expense | 4302015 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 3350 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 4298665 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.01760 | PercentOfTotalExpense |
Total Community Benefits TotalCommunityBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Activities Or Programs | 14 | NumberOfActivitiesOrPrograms |
| Persons Served | 87630 | PersonsServed |
| Total Community Benefit Expense | 34815840 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 3350 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 34812490 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.08140 | PercentOfTotalExpense |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | true | BadDebtExpenseReported |
| Bad Debt Expense | $14,916,935 | BadDebtExpenseAmount |
| Amount Attributable To | 0 | AmountAttributableTo |
| Amount Reimbursed By Medicare | 195890085 | AmountReimbursedByMedicare |
| Cost Of Care Reimbursed By Medicare | 288529309 | CostOfCareReimbursedByMedicare |
| Medicare Surplus Or Shortfall | -92639224 | MedicareSurplusOrShortfall |
Costing Methodology Used CostingMethodologyUsed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost To Charge Ratio | X | CostToChargeRatio |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Debt Collection Policy | true | WrittenDebtCollectionPolicy |
| Provision For Charity Care | true | ProvisionForCharityCare |
| Number Of Hospital Facilities | 1 | NumberOfHospitalFacilities |
Form990 Schedule H Part V Section A Form990ScheduleHPartVSectionA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility Number | 1 | FacilityNumber |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Southwest Washington Medical Center | BusinessNameLine1 |
Address Address
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 NE Mother Joseph Place | AddressLine1 |
| City | Vancouver | City |
| State | WA | State |
| ZIP Code | 98668 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Licensed Hospital | X | LicensedHospital |
| General Medical And Surgical | X | GeneralMedicalAndSurgical |
| Teaching Hospital | X | TeachingHospital |
| Er24 Hours | X | Er24Hours |
| Other | Psychiatric Hospital | Other |
Form990 Schedule H Part V Section B Form990ScheduleHPartVSectionB
Hospital Facility Name HospitalFacilityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Southwest Washington Medical Center | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital Facility Number | 1 | HospitalFacilityNumber |
| Other Publicity | X | OtherPublicity |
Form990 Schedule H Part V Section C Form990ScheduleHPartVSectionC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Other Facilities | 6 | NumberOfOtherFacilities |
Other Facilities OtherFacilities (6 entries)
| Address Line1Address/AddressLine1 | CityAddress/City | StateAddress/State | ZIP CodeAddress/ZIPCode | Facility TypeFacilityType |
|---|---|---|---|---|
| Memorial Health Center and Urgent Care | ||||
| 3400 Main St | Vancouver | WA | 98663 | Urgent Care Facility Behavioral Health Clinic Interventional Pain Clinic |
| Southwest Specialty Clinic - Mill Plain | ||||
| 8716 E Mill Plain Blvd | Vancouver | WA | 98664 | Wound Healing, Diabetes & Nutrition, Weight Management, Endocrinology |
| Southwest Specialty Clinic -Salmon Creek | ||||
| 2312 NE 129th St | Vancouver | WA | 98686 | Wound Healing |
| Southwest Maternal Fetal Medicine | ||||
| 505 NE 87th Ave Suite 160 | Vancouver | WA | 98664 | Fetal Medicine Center |
| Southwest Infusion Service Center | ||||
| NE 87th Ave Suite 350 | Vancouver | WA | 98664 | Infusion Service Center |
| Family Medicine of Southwest | ||||
| 100 E 33rd St | vancouver | WA | 98663 | Family Clinic Residency Clinic |
Form990 Schedule H Part VI Form990ScheduleHPartVI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Schedule H Supplemental Information | Identifier |
| Explanation | Part I, Line 7 - Costing Methodology The costing methodology used to determine the amounts reported on Part I, Line 7 is a cost to charge ratio determined by comparing total patient charges to the patient care expenses (exclusive of non-operating expenses and bad debt). This ratio is then applied to the charity care charges to arrive at the amount of charity care reported on line 7. Part I, Line 7, column (f) - Bad Debt Excluded The bad debt expense included on Form 990, Part IX, Line 25, Column (a) which is excluded for the calculation of Part I, Line 7, Column (F) of this schedule is 48,533,685 Part III, Line 4 - Bad Debt Costing Methodology and Financial Statement Footnote Bad debt is considered for write off for patients of the Medical Center when a patient has demonstrated an unwillingness to pay according to the Medical Center's payment policy or previously agreed upon payment plan. The costing methodology used to determine the amount on Part III, Line 2, is a cost to charge ratio determined by comparing total patient charges to the patient care expenses (exclusive of non-operating expenses and bad debt). This ratio is then applied to the bad debt expense from the financial statements to arrive at the bad debt at cost amount. While it is possible that some bad debt accounts could qualify for charity or partial charity if sufficient information from the patient were available, it is impossible to know or estimate the percentage of Part III, Line 2 that should be considered charity care. Therefore, no amount of the bad debt is considered to be charity care by the Medical Center. Following is the footnote regarding the provision for uncollectible accounts from the Medical Center's financial statements: The Medical Center provides for an allowance against patient accounts receivable for amounts that could become uncollectible. The Medical Center estimates this allowance based on the aging of accounts receivable, historical collection experience by payor and other relevant factors. There are various factors that can impact the collection trends, such as changes in the economy, which in turn have an impact on unemployment rates and the number of uninsured and underinsured patients, the increased burden of copayments to be made by patients with insurance coverage and business practices related to collection efforts. These factors continuously change and can have an impact on collection trends and the estimation process used by the Medical Center. Part III, Line 8 - Medicare Shortfall and Allowable Costs Costing Method To determine the amount reported on Part III, Line 6, the Medical Center allocates overhead costs tracked using the cost reporting package of the Medical Center to each department of the Medical Center and added to the operating costs specifically assigned to that department via the Medical Center's cost reporting package. A cost to charge ratio, specific to each department is then calculated based on the ratio of the cost of operation of each department to each department's charges. This ratio is then applied to the Medicare charges associated with each department to arrive at the Medicare Allowable Costs. At the current time, the Medical Center does not consider any of its Medicare shortfall to be attributable to community benefit. Part III, Line 9b - Collection Practices Accounts will be considered for bad debt write-off when the patient has demonstrated an unwillingness to pay according to SWMC's payment policy. Telephone calls and written communication will be used to facilitate payment. Accounts will be referred to a collection agency when the patient has not agreed to an acceptable payment plan, does not respond to telephone calls and/or letters, or cannot be located. Unpaid accounts will be sent to a collection agency except for bankruptcies, small balances, and accounts meeting charity criteria. If, at any point during the collection process, a patient provides an application with proof of income supporting a reduction, the charity amount will be credited to the patient account and further collection actions on that portion of the balance will cease. Part VI, Line 2 - Needs Assessment On an annual basis, the Board and Executive Team shall direct a process to review and validate the current "priorities" that are being funded, including the progress being accomplished, and/or shall identify and rank a set of services/programs that support SWHS's community benefit principles. When appropriate and feasible, input shall be sought from the at-large community. SWHS leadership shall be active in its effort to seek out services/programs that meet the criteria on below to which funds may be allocated. As appropriate and feasible, input from organizations that may be interested in partnering on one or more of the services/programs shall be sought. Services/programs shall meet the following set of guiding principles: 1. Compatibility with the mission of SWHS 2. Community health improvement 3. Focus on underserved populations and unmet needs, and 4. Collaboration outside the organization. On an annual basis, the Planning Committee shall consult with the Finance Committee to validate and obtain a recommendation regarding the resources to be allocated for the implementation of the Community Benefit Policy. The Finance Committee shall determine the funding levels and provide this information to the Planning Committee on an annual basis. These designated funds may come from one or more of the following sources: 1. SWHS margin 2. SWMC Foundation 3. Board Designated Funds (Investment Portfolio) 4. Grants, or 5. Other partners. The Finance Committee shall take into account the expected cycle of a particular endeavor, and shall make an effort to provide a plan that smoothes out funding for the life of the endeavor. The Planning Committee shall direct the Executive Team regarding the services/programs to fund and allocate the dollars as directed. The Executive Team shall present an annual budget that project Community Benefit expenses. On an annual basis or as needed, the President/CEO shall consult with and advise the Board of Directors as to the status of SWHS's Community Benefit program. SWMC shall fully comply with The Community Benefit Program of the Washington State Hospital Association, a well-defined program that is fully compliant with Washington State law in regard to the tracking and reporting of all Community Benefits. The Marketing & Communications department shall continuously bring forward stories for internal and external audiences which demonstrate how community benefit funds make a difference to the community. An annual summary shall be created and shared with interested staff and community members including collaboration with the Foundation. Part VI, Line 3 - Patient Education of Eligibility for Assistance The Medical Center has assigned personnel to meet and discuss all payment options with conscious patients at the time of their arrival or as soon as possible thereafter. Additionally, during this initial discussion, the patient informed of the availability of Medicaid or other various state programs for which the patient may qualify. We assess ability to pay according to Federal guidelines and communicate all available options to the patients. In addition, the medical center posts summaries of its charity care policy in all registration areas of the hospital. As part of the above intake process, patients are provided with a hard copy of the charity care policy for their review. While no physical copy of the charity care policy is sent to the patient with their bill, the bill has a website where the patient can access the charity care policy as well as a phone number the patient can call to request a hard copy of the charity care policy. Part VI, Line 4 - Community Information Located in Vancouver, Washington, and part of the Portland, Oregon metropolitan area, Southwest's history began nearly a century and a half ago as St. Joseph Hospital. Today, Southwest is a nationally recognized multi-hospital/clinic healthcare system serving over 300,000 residents of Clark County in Southwest Washington. The area served by the Medical Center covers the urban areas of Portland, Oregon and Vancouver, Washington and the surrounding suburban areas of Clark County. Over 425,000 residents live in Clark County which has experienced the second-fastest growth rate (23.2%) in the state of Washington from 2000 through 2010. This rapid growth comes with an increasing need for the services which the medical center provides. With only one other hospital covering the Clark County area, the Medical Center is vitally important to the overall health and well-being to the Clark County community at large. The demographics of Clark County are 88% white, 2% African American, 1% American Indian and Alaskan Native, 4% Asian, 1% Native Hawaiian and Other Pacific Islander and 4% with two or more races. The income per capita of Clark County is $ | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (4 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| Community Choices | |||||||
| 1101 Broadway St 110 | Vancouver | WA | 98660 | 912094479 | 501(c)(3) | 8075 | SPONSORSHIP |
| Free Clinic of Southwest Washington | |||||||
| 4100 Plomondon Street | Vancouver | WA | 98661 | 911707542 | 501(c)(3) | 95679 | Program Support |
| American Heart Association | |||||||
| 1200 Natio Pkwy Ste 200 | Portland | OR | 97209 | 135613797 | 501(c)(3) | 6000 | PROGRAM SUPPORT |
| PeaceHealth | |||||||
| PO Box 10905 | Eugene | OR | 97440 | 910939479 | 501(c)(3) | 5325 | Program Support |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 4 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Grant Monitoring | Identifier |
| Return Reference | Schedule I, Part I, Line 2 | ReturnReference |
| Explanation | Southwest Washington Medical Center pre-screens applicants to determine the need of the organization receiving a grant. Grants and donations are then determined and given to those organizations whose mission falls in line with promoting healthcare or the furtherance of healthcare education. Because each grant is carefully examined before it is given and the purposes of the grant are known before it is given, no follow up is performed to find out how the grant was used. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (16 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Joseph M Kortum | |||||||||||||
| 659512 | 0 | 320304 | 0 | 58449 | 0 | 3683 | 0 | 10837 | 0 | 1052785 | 0 | 0 | 0 |
| David Willie | |||||||||||||
| 354592 | 0 | 136085 | 0 | 48491 | 0 | 9439 | 0 | 14849 | 0 | 563456 | 0 | 0 | 0 |
| Renate Atkins | |||||||||||||
| 383002 | 0 | 186391 | 0 | 38500 | 0 | 2168 | 0 | 17893 | 0 | 627954 | 0 | 0 | 0 |
| Alden Roberts | |||||||||||||
| 347814 | 0 | 149810 | 0 | 22000 | 0 | 8332 | 0 | 5735 | 0 | 533691 | 0 | 0 | 0 |
| Petra Knowles | |||||||||||||
| 265151 | 0 | 94513 | 0 | 38500 | 0 | 6679 | 0 | 12902 | 0 | 417745 | 0 | 0 | 0 |
| Cheryl Meyerhofer | |||||||||||||
| 251465 | 0 | 88755 | 0 | 38500 | 0 | 4623 | 0 | 6999 | 0 | 390342 | 0 | 0 | 0 |
| Joe Ness | |||||||||||||
| 253848 | 0 | 82813 | 0 | 29966 | 0 | 8250 | 0 | 9340 | 0 | 384217 | 0 | 0 | 0 |
| Daniel Keteri | |||||||||||||
| 235462 | 0 | 72496 | 0 | 0 | 0 | 0 | 0 | 13577 | 0 | 321535 | 0 | 0 | 0 |
| Peter Bush | |||||||||||||
| 205436 | 0 | 44701 | 0 | 34568 | 0 | 5118 | 0 | 27630 | 0 | 317453 | 0 | 0 | 0 |
| Larry Cohen | |||||||||||||
| 210877 | 0 | 16108 | 0 | 22000 | 0 | 3847 | 0 | 6647 | 0 | 259479 | 0 | 0 | 0 |
| Craig Armstrong | |||||||||||||
| 188206 | 0 | 15320 | 0 | 16500 | 0 | 5103 | 0 | 6796 | 0 | 231925 | 0 | 0 | 0 |
| DI Lu | |||||||||||||
| 481295 | 0 | 0 | 0 | 22000 | 0 | 8353 | 0 | 11281 | 0 | 522929 | 0 | 0 | 0 |
| Bradden Jensen | |||||||||||||
| 371815 | 0 | 35138 | 0 | 22000 | 0 | 8902 | 0 | 24260 | 0 | 462115 | 0 | 0 | 0 |
| Fan Zhou | |||||||||||||
| 380411 | 0 | 0 | 0 | 16500 | 0 | 3438 | 0 | 7895 | 0 | 408244 | 0 | 0 | 0 |
| Robert Djergaian | |||||||||||||
| 335834 | 0 | 26095 | 0 | 38500 | 0 | 9474 | 0 | 8673 | 0 | 418576 | 0 | 0 | 0 |
| Julia Wildes | |||||||||||||
| 329621 | 0 | 0 | 0 | 22000 | 0 | 4521 | 0 | 5979 | 0 | 362121 | 0 | 0 | 0 |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (2 entries)
| Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|
| Washington Health Care Facilities Authority | |||||||
| 911108929 | 93978ew81 | 2008-10-29 | 57200000 | MEDICAL CENTER FACILITIES | false | false | false |
| Washington Health Care Facilities Authority | |||||||
| 911108929 | 93978EW73 | 2008-10-29 | 55825000 | MEDICAL CENTER FACILITIES | false | false | false |
Form990 Schedule K Part II Form990ScheduleKPartII (2 entries)
| Amount RetiredAmountRetired | Amount Bond DefeasedAmountBondDefeased | Total ProceedsTotalProceeds | Amount In Reserve FundAmountInReserveFund | Capitalized InterestCapitalizedInterest | Refunding EscrowRefundingEscrow | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Credit EnhancementCreditEnhancement | Working Capital ExpendituresWorkingCapitalExpenditures | Capital ExpendituresCapitalExpenditures | Other Spent ProceedsOtherSpentProceeds | Amount UnspentAmountUnspent | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 57200000 | 0 | 0 | 0 | 0 | 0 | 657907 | 0 | 0 | 56542093 | 0 | 0 | 2007 | true | false | true | true |
| 55825000 | 0 | 0 | 0 | 0 | 0 | 642093 | 0 | 0 | 55182907 | 0 | 0 | 2007 | true | false | true | true |
Form990 Schedule K Part III Form990ScheduleKPartIII (2 entries)
| Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Bond Counsel Routinely EngagedBondCounselRoutinelyEngaged | Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers | Percentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBI | Total Private Business UseTotalPrivateBusinessUse | Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs |
|---|---|---|---|---|---|---|---|---|
| false | false | false | false | false | 0.00000 | 0.00000 | 0.00000 | true |
| false | false | false | false | false | 0.00000 | 0.00000 | 0.00000 | false |
Form990 Schedule K Part IV Form990ScheduleKPartIV (2 entries)
| Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Term Of HedgeTermOfHedge | Superintegrated HedgeSuperintegratedHedge | Hedge TerminatedHedgeTerminated | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate |
|---|---|---|---|---|---|---|---|---|
| Morgan Stanley | ||||||||
| false | true | true | 29.75 | false | false | false | false | false |
| Morgan Stanley | ||||||||
| false | true | true | 29.75 | false | false | false | false | false |
Form990 Schedule K Part V Form990ScheduleKPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Schedule K, Part I - Purpose of Tax-Exempt Bonds | Identifier |
| Explanation | These bonds are used to establish a bond fund and a project fund for the payment of bond principal and interest and costs of acquiring, constructing, remodeling, and equipping certain Medical Center facilities. facilities. | Explanation |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArt | |
| Art Historical Treasures | ArtHistoricalTreasures | |
| Art Fractional Interest | ArtFractionalInterest | |
| Books And Publications | BooksAndPublications |
Clothing And Household Goods ClothingAndHouseholdGoods
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 1455 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Comparable Property | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cars And Other Vehicles | CarsAndOtherVehicles | |
| Boats And Planes | BoatsAndPlanes | |
| Intellectual Property | IntellectualProperty | |
| Securities Publicly Traded | SecuritiesPubliclyTraded | |
| Securities Closely Held Stock | SecuritiesCloselyHeldStock | |
| Securities Prtnrshp Trust Intrsts | SecuritiesPrtnrshpTrustIntrsts | |
| Securities Miscellaneous | SecuritiesMiscellaneous | |
| Qualified Contrib Hist Struct | QualifiedContribHistStruct | |
| Qualified Contrib Other | QualifiedContribOther | |
| Real Estate Residential | RealEstateResidential | |
| Real Estate Commercial | RealEstateCommercial | |
| Real Estate Other | RealEstateOther | |
| Collectibles | Collectibles |
Food Inventory FoodInventory
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 7 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 14162 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | COMPARABLE PROPERTY | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Drugs And Medical Supplies | DrugsAndMedicalSupplies | |
| Taxidermy | Taxidermy | |
| Historical Artifacts | HistoricalArtifacts | |
| Scientific Specimens | ScientificSpecimens | |
| Archaeological Artifacts | ArchaeologicalArtifacts |
Other Non Cash Contributions Table OtherNonCashContributionsTable (4 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | Advertisement & Promotion | 2 | 80328 | COMPARABLE PROPERTY |
| X | Jewelry | 2 | 4895 | COMPARABLE PROPERTY |
| X | Postage & Printing | 3 | 2515 | Comparable Property |
| X | Miscellaneous | 16 | 19324 | Comparable Property |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 0 | NumberOf8283Received |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | false | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Number of Contributions Received | Identifier |
| Return Reference | Part I, Column B | ReturnReference |
| Explanation | In accordance with Southwest Washington Medical Center's recordkeeping practices, the number of contributions are reported in Part I, Column B of this schedule. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (15 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| Supplemental Information for Form 990 and Supporting Schedules | Form 990, Part VI, Line 11 - Form 990 Review Process The organization's accounting department works closely with the outside accounting firm it engages (KPMG) to prepare and review the return. The controller, CFO and legal department review a draft of the Form 990 and provide comments. The draft is forwarded to the finance committee and to the entire board of directors prior to filing the return. Form 990, Part VI, Line 12c - Explanation of Monitoring & Enforcement of Conflicts Pursuant to the conflicts of interest policy, an annual conflict of interest questionnaire, aimed at determining any family and business relationships and transactions or other transactions that may pose a potential conflict, is distributed to all board members. Board members are also required to disclose real or potential conflicts at the time when such conflicts arise. Officers and any key employees of Southwest Washington Medical Center must agree to the conflict of interest policy at the time of their hire. The conflict of interest policy is discussed with the employee at their semi-annual performance meeting and the employee must self-disclose any conflicts at this time. However, directors, officers and key employees are required to continually consider conflict of interest precepts and self-disclose any potential conflict at the time it arises. Should a potential conflict of interest arise, the board member having a potential conflict of interest shall not participate in discussions, use personal influence or vote on the matter in question. The policy is monitored and decisions on conflicts are made by the governance committee of the board of directors. Form 990, Part VI, Line 15 - Compensation Review & Approval Process for Officers and Key Employees The Southwest Washington Medical Center board of directors reviews and determines the compensation for CEO, Joseph Kortum. During this process the human resources department works together with the board of directors to determine comparability data across various industry and profit/not-for-profit statuses. The board of directors reviews market data, evaluates CEO performance and reviews the compensation of the CEO. The board also uses an independent compensation consultant (Mercer) to help determine executive compensation. The remaining key employees' and officers' compensation is determined by the governance committee of the Southwest Washington Medical Center Board of Directors. The Governance Committee uses many of the same methods of analysis as for these as they do with the CEO determination in addition to consulting with the HR department. Decisions are made during a board meeting and are documented in the minutes to the meeting. This process was last undertaken in 2010. Form 990, Part VI, Line 19 - Other Organization Documents Publically Available The articles of incorporation and extensive financial data are filed with state governments and become available to the public. The audited financial statements, bylaws and conflict of interest policy may be provided upon request (determined on a case by case basis). Form 990, Part XI, Line 5 - Net Changes in Fund Balance Deferred Gain on Sale of Building 2,110,877 (Recognized for 990 in Prior Years) Change in Value of Interest Rate Swaps -3,960,097 Unrealized Gain/Loss on Investments -14,213,183 Change in Pension Liability 25,628,000 Assets Transferred to Affiliated Organizations -22,429,626 Change in Interest in Foundation Net Assets 1,008,896 Income from K-1s -2,115,504 ----------- Other Change in Net Assets -13,970,637 | |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:Judi Brenes TITLE:Secretary HOURS:2 | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:Ron Prill TITLE:Treasurer HOURS:2 | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:Ruth Bennett TITLE:BOARD MEMBER HOURS:2 | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:Richard Boyd TITLE:Board Member HOURS:2 | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:Brett Bryant TITLE:Vice Chair HOURS:2 | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:Tom Burkholder TITLE:BOARD MEMBER HOURS:2 | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:Nicholas Carulli, M.D. TITLE:BOARD MEMBER HOURS:2 | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:Jay Miller, M.D. TITLE:BOARD MEMBER HOURS:2 | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:Lee Kearney TITLE:Chairman HOURS:2 | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:George Shanno, M.D. TITLE:BOARD MEMBER HOURS:2 | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:Donald M. Thompson, M.D. TITLE:BOARD MEMBER HOURS:2 | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:Sally E. Williams, M.D. TITLE:BOARD MEMBER HOURS:2 | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:Joseph M. Kortum TITLE:President and CEO HOURS:1 | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:David Willie TITLE:Chief Financial Officer HOURS:1 | FORM 990 PART VII |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|
| Southwest Washington Health System | |||||||||
| PO Box 1600 | Vancouver | WA | 98668 | 911230425 | Real Estate | WA | 501(c)(3) | 11(b) | SWMC |
| Southwest Washington Medical Center Fdn | |||||||||
| PO Box 1600 | Vancouver | WA | 98668 | 911231436 | Fundraising | WA | 501(c)(3) | 7 | SWMC |
Form990 Schedule R Part III Form990ScheduleRPartIII (4 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Predominant Income TypePredominantIncomeType | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Disproportionate AllocationsDisproportionateAllocations | Code VCodeVAmount | Percentage OwnershipPercentageOwnership | General Or Managing PartnerGeneralOrManagingPartner |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Advanced Medical Imaging Ctr | ||||||||||||||
| 16821 SE Mcgillvray Blvd | Vancouver | WA | 98683 | 912072909 | Medical Services | WA | SWHS | Related | -226275 | 605902 | false | $0 | 0.50000 | |
| Vancouver WA 98683 | ||||||||||||||
| na | n/a | |||||||||||||
| SW WA Orthopedic & Neurosurgical Inst | ||||||||||||||
| 400 NE Mother Joseph Place | Vancouver | WA | 98668 | 205277015 | Med. Discussion | WA | NA | Related | 0 | 0 | false | $0 | 0.50000 | false |
| Vancouver WA 98668 | ||||||||||||||
| 205277015 | na | n/a | ||||||||||||
Form990 Schedule R Part IV Form990ScheduleRPartIV (5 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Percentage OwnershipPercentageOwnership |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Columbia United Providers | |||||||||||
| 16701 SW McGillvray Blvd 200 | Vancouver | WA | 98668 | 911624736 | Health Plan | WA | SWHS | c corp | 3780114 | 24130310 | 0.89500 |
| Urgent Care of SW Washington | |||||||||||
| 600 NE 92nd Avenue | Vancouver | WA | 98668 | 912125282 | Health Care | WA | SWHS | c corp | 0 | 0 | 0.00000 |
| SW WA Management Svcs Org | |||||||||||
| 312 SE Stonemill Drive | Vancouver | WA | 98684 | 260656148 | Medical Services | WA | SWHS | c corp | -129 | 927653 | 1.00000 |
| SW WA Medical Group PS | |||||||||||
| 312 SE Stonemill Drive | Vancouver | WA | 98684 | 260656038 | Medical Services | WA | SWHS | c corp | -14667496 | 7519438 | 1.00000 |
| Discovery Pointe Medical Ctr | |||||||||||
| PO Box 1600 | Vancouver | WA | 98668 | 911230425 | Land Holding | WA | SWHS | c corp | 0 | 0 | 1.00000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | true | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| Southwest Washington Medical Center Fdn | |
| B | 100000 |
| Southwest Washington Medical Group | |
| B | 22429626 |