SOUTHWEST GENERAL MEDICAL STAFF ORGANIZATION: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
SOUTHWEST GENERAL MEDICAL STAFF ORGANIZATION (EIN 47-2486060)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-05-19
IRS object ID
202341399349300309
Schema version
2022v5.0
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)
Return2023-05-19T09:58:57-04:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

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 Begin2022-01-01TaxPeriodBeginDt

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
Signature2023-05-11SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJOHN APersonFirstNm
Person LastALTONPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
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
Preparation2023-05-19PreparationDt
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

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$127,968GrossReceiptsAmt
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 Body633VotingMembersGoverningBodyCnt
Voting Members Independent633VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$82,125PYContributionsGrantsAmt
CY Contributions Grants$108,034CYContributionsGrantsAmt
PY Program Service Revenue$10,860PYProgramServiceRevenueAmt
CY Program Service Revenue$19,929CYProgramServiceRevenueAmt
PY Investment Income$5PYInvestmentIncomeAmt
CY Investment Income$5CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$92,990PYTotalRevenueAmt
CY Total Revenue$127,968CYTotalRevenueAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$23,065PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$62,656CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$109,199PYOtherExpensesAmt
CY Other Expenses$118,501CYOtherExpensesAmt
PY Total Expenses$132,264PYTotalExpensesAmt
CY Total Expenses$181,157CYTotalExpensesAmt
PY Revenues Less Expenses-$39,274PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$53,189CYRevenuesLessExpensesAmt
Total Assets BOY$132,778TotalAssetsBOYAmt
Total Assets EOY$79,589TotalAssetsEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$132,778NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$79,589NetAssetsOrFundBalancesEOYAmt
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$176,106ExpenseAmt
Revenue$19,929RevenueAmt
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)
Expense$5,051ExpenseAmt
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 MANAGI NG 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 Other Prog Srvc Expense$5,051TotalOtherProgSrvcExpenseAmt
Total Program Service Expenses$181,157TotalProgramServiceExpensesAmt
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 Members633GoverningBodyVotingMembersCnt
Independent Voting Member633IndependentVotingMemberCnt
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
AMIT 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$108,034MembershipDuesAmt
Total Contributions$108,034TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
MEDICAL STAFF:EVENT INCOME900099$19,179$19,179
CONTINUING MEDICAL EDUCATION900099$750$750
FieldValueIRS element (for citing)
Total Program Service Revenue$19,929TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$5TotalRevenueColumnAmt
Related Or Exempt Func Income$5RelatedOrExemptFuncIncomeAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$127,968TotalRevenueColumnAmt
Related Or Exempt Func Income$19,934RelatedOrExemptFuncIncomeAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$62,656TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$1,938TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$3,113TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmt
SOCIAL EVENT:HOLIDAY PART$54,957
SOCIAL EVENT:GOLF OUTING$25,903
SOCIAL EVENT:BASEBALL$21,876
DONATIONS$8,014

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$2,700TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$181,157TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$82,510BOYAmt
EOY$29,316EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$50,268BOYAmt
EOY$50,273EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$132,778BOYAmt
EOY$79,589EOYAmt

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$132,778BOYAmt
EOY$79,589EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$132,778BOYAmt
EOY$79,589EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$132,778BOYAmt
EOY$79,589EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$53,189ReconcilationRevenueExpnssAmt
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 MANAGI NG 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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