SOUTHWEST GENERAL MEDICAL STAFF ORGANIZATION: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
SOUTHWEST GENERAL MEDICAL STAFF ORGANIZATION (EIN 47-2486060)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-11-11
IRS object ID
202413169349305001
Schema version
2023v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-11-11T15:29:31-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN874201735PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ASPEN CONSULTING & FINANCIAL INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line111351 PEARL RD STE 200AddressLine1Txt
CitySTRONGSVILLECityNm
State AbbreviationOHStateAbbreviationCd
ZIP44136ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN472486060EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SOUTHWEST GENERAL MEDICAL STAFFBusinessNameLine1Txt
Business Name Line2ORGANIZATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlSOUTBusinessNameControlTxt
Phone4408168735PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line118697 BAGLEY ROADAddressLine1Txt
CityMIDDLEBURG HTSCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44130ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOHN A ALTON MDPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4408168735PhoneNum
Signature2024-11-08SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonROBERT W FRICKER CPAPreparerPersonNm
PTINP00283707PTIN
Phone4402387033PhoneNum
Preparation2024-11-08PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJOHN A ALTON MDPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line17255 OLD OAK BLVD C202AddressLine1Txt
CityMIDDLEBURG HTSCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44130ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$114,805GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2015FormationYr
Legal Domicile StateOHLegalDomicileStateCd
Activity Or MissionPRIMARILY: (I) TO PLAN , ORGANIZE AND MANAGE CONTINUING MEDICAL EDUCATION (CME) AND OTHER ACTIVITIES FOR THE BENEFIT OF MEMBERS OF THE MEDICAL STAFF AT SOUTHWEST GENERAL HEALTH CENTER AND THE PUBLIC; (2) TO PLAN, FUND, ORGANIZE AND MANAGE SOCIAL EVENTS AND OUTINGS FOR PROPERLY CREDENTIALED MEMBERS OF THE SOUTHWEST MEDICAL STAFF, SUCH AS THE ANNUAL GOLF OUTING; AND (3) TO MAKE OCCASIONAL CHARITABLE CONTRIBUTIONS TO ORGANIZATIONS THAT THE MEDICAL STAFF SUPPORTS.ActivityOrMissionDesc
Voting Members Governing Body613VotingMembersGoverningBodyCnt
Voting Members Independent613VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$108,034PYContributionsGrantsAmt
CY Contributions Grants$105,756CYContributionsGrantsAmt
PY Program Service Revenue$19,929PYProgramServiceRevenueAmt
CY Program Service Revenue$8,234CYProgramServiceRevenueAmt
PY Investment Income$5PYInvestmentIncomeAmt
CY Investment Income$815CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$127,968PYTotalRevenueAmt
CY Total Revenue$114,805CYTotalRevenueAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$62,656PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$118,501PYOtherExpensesAmt
CY Other Expenses$97,574CYOtherExpensesAmt
PY Total Expenses$181,157PYTotalExpensesAmt
CY Total Expenses$97,574CYTotalExpensesAmt
PY Revenues Less Expenses-$53,189PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$17,231CYRevenuesLessExpensesAmt
Total Assets BOY$79,589TotalAssetsBOYAmt
Total Assets EOY$96,820TotalAssetsEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$79,589NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$96,820NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionORGANIZED FOR THE PURPOSE OF PLANNING, FUNDING, ORGANIZING, AND MANAGING SOCIAL EVENTS AND OUTINGS FOR PROPERLY CREDENTIALED MEMBERS OF THE MEDICAL STAFF AT SOUTHWEST GENERAL HEALTH CENTER, AND FOR THE PURPOSE OF PLANNING, ORGANIZING AND MANAGING CONTINUING MEDICAL EDUCATION AND OTHER ACTIVITIES FOR THE BENEFIT OF SOUTHWEST MEDICAL STAFF MEMBERS, AND FOR MAKING CHARITABLE CONTRIBUTIONS TO ORGANIZATIONS THE MEDICAL STAFF SUPPORTS.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$96,062ExpenseAmt
Revenue$8,234RevenueAmt
DescORGANIZED FOR THE PURPOSE OF PLANNING, FUNDING, ORGANIZING, AND MANAGING SOCIAL EVENTS AND OUTINGS FOR PROPERLY CREDENTIALED MEMBERS OF THE MEDICAL STAFF AT SOUTHWEST GENERAL HEALTH CENTER, AND FOR THE PURPOSE OF PLANNING, ORGANIZING AND MANAGING CONTINUING MEDICAL EDUCATION AND OTHER ACTIVITIES FOR THE BENEFIT OF SOUTHWEST MEDICAL STAFF MEMBERS, AND FOR MAKING CHARITABLE CONTRIBUTIONS TO ORGANIZATIONS THE MEDICAL STAFF SUPPORTS.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
DescORGANIZED SOLELY FOR THE PURPOSE OF PLANNING, FUNDING, ORGANIZING, AND MANAGING SOCIAL EVENTS AND OUTINGS FOR PROPERLY CREDENTIALED MEMBERS OF THE MEDICAL STAFF AT SOUTHWEST GENERAL HEALTH CENTER, AND FOR THE PURPOSE OF PLANNING, ORGANIZING AND MANAGING CONTINUING MEDICAL EDUCATION AND OTHER ACTIVITIES FOR THE BENEFIT OF SOUTHWEST MEDICAL STAFF MEMBERS, AND FOR MAKING CHARITABLE CONTRIBUTIONS.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$96,062TotalProgramServiceExpensesAmt
Described In Section501c3falseDescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members613GoverningBodyVotingMembersCnt
Independent Voting Member613IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyfalseForm990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyfalseConflictOfInterestPolicyInd
Whistleblower PolicyfalseWhistleblowerPolicyInd
Document Retention PolicyfalseDocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonKATARZYNA KULACZPersonNm
Phone4408168735PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line118697 BAGLEY ROADAddressLine1Txt
CityMIDDLEBURG HTSCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44130ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (3 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
JOHN A ALTON MD
PRESIDENT1.00Yes (X)$0$0$0
GREGORY ROGERS MD
VICE PRESIDE1.00Yes (X)$0$0$0
AMITKUMAR PATEL MD
SECRETARY/TR1.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Membership Dues$105,756MembershipDuesAmt
Total Contributions$105,756TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescMEDICAL STAFF:EVENT INCOMEDesc
Business900099BusinessCd
Total Revenue Column$8,234TotalRevenueColumnAmt
Related Or Exempt Func Income$8,234RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$8,234TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$815TotalRevenueColumnAmt
Related Or Exempt Func Income$815RelatedOrExemptFuncIncomeAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$114,805TotalRevenueColumnAmt
Related Or Exempt Func Income$9,049RelatedOrExemptFuncIncomeAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$1,375TotalAmt
Management And General$1,375ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$137TotalAmt
Management And General$137ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmt
SOCIAL EVENT:HOLIDAY PART$27,502$27,502
SOCIAL EVENT:GOLF OUTING$27,353$27,353
SOCIAL EVENT:BASEBALL$27,014$27,014
CONTINUING EDUCATION$7,925$7,925

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$6,268TotalAmt
Program Services$6,268ProgramServicesAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$97,574TotalAmt
Program Services$96,062ProgramServicesAmt
Management And General$1,512ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$29,316BOYAmt
EOY$45,732EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$50,273BOYAmt
EOY$51,088EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$79,589BOYAmt
EOY$96,820EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$79,589BOYAmt
EOY$96,820EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$79,589BOYAmt
EOY$96,820EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$79,589BOYAmt
EOY$96,820EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$17,231ReconcilationRevenueExpnssAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedfalseFSAuditedInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990 - ORGANIZATION'S MISSIONORGANIZED FOR THE PURPOSE OF PLANNING, FUNDING, ORGANIZING, AND MANAGING SOCIAL EVENTS AND OUTINGS FOR PROPERLY CREDENTIALED MEMBERS OF THE MEDICAL STAFF AT SOUTHWEST GENERAL HEALTH CENTER, AND FOR THE PURPOSE OF PLANNING, ORGANIZING AND MANAGING CONTINUING MEDICAL EDUCATION AND OTHER ACTIVITIES FOR THE BENEFIT OF SOUTHWEST MEDICAL STAFF MEMBERS, AND FOR MAKING CHARITABLE CONTRIBUTIONS TO ORGANIZATIONS THE MEDICAL STAFF SUPPORTS.
FORM 990, PAGE 2, PART III, LINE 4DORGANIZED SOLELY FOR THE PURPOSE OF PLANNING, FUNDING, ORGANIZING, AND MANAGING SOCIAL EVENTS AND OUTINGS FOR PROPERLY CREDENTIALED MEMBERS OF THE MEDICAL STAFF AT SOUTHWEST GENERAL HEALTH CENTER, AND FOR THE PURPOSE OF PLANNING, ORGANIZING AND MANAGING CONTINUING MEDICAL EDUCATION AND OTHER ACTIVITIES FOR THE BENEFIT OF SOUTHWEST MEDICAL STAFF MEMBERS, AND FOR MAKING CHARITABLE CONTRIBUTIONS.
FORM 990, PAGE 6, PART VI, LINE 11BTHE FORM 990 IS AVAILABLE FOR REVIEW BY ALL MEMBERS IN THE MEDICAL STAFF OFFICE.
FORM 990, PAGE 6, PART VI, LINE 19UPON REQUEST IN THE MEDICAL STAFF OFFICE.

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