SOUTHWEST GENERAL MEDICAL GROUP INC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- SOUTHWEST GENERAL MEDICAL GROUP INC (EIN 34-1652755)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-13
- IRS object ID
- 201403179349301780
- Schema version
- 2013v3.1
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-13T10:19:58-00:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 341652755 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOUTHWEST GENERAL MEDICAL GROUP INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SOUT | BusinessNameControlTxt |
| Phone | 4408168071 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18697 BAGLEY ROAD | AddressLine1 |
| City | MIDDLEBURG HEIGHTS | City |
| State | OH | State |
| ZIP Code | 441303417 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Marilyn McNamara MD | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2014-11-13 | SignatureDt |
| Discuss With Paid Preparer | false | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Marilyn McNamara MD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18697 Bagley Road | AddressLine1 |
| City | Middleburg Heights | City |
| State | OH | State |
| ZIP Code | 441303417 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $11,902,537 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | swgeneral.com | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1990 | FormationYr |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Activity Or Mission | Southwest Gen Medical Group Inc. was organized to practice and render professional medical services and exercise all express and incidental powers normally permitted such corporations engaged in the practice of medicine. It is operated for charitable purposes within the meaning of section 501c3. | ActivityOrMissionDesc |
| Voting Members Governing Body | 7 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 2 | VotingMembersIndependentCnt |
| Total Employee | 117 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $12,227,293 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $11,902,537 | CYProgramServiceRevenueAmt |
| CY Investment Income | $0 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $12,227,293 | PYTotalRevenueAmt |
| CY Total Revenue | $11,902,537 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $10,720,923 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $12,409,120 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $7,363,899 | PYOtherExpensesAmt |
| CY Other Expenses | $6,753,436 | CYOtherExpensesAmt |
| PY Total Expenses | $18,084,822 | PYTotalExpensesAmt |
| CY Total Expenses | $19,162,556 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$5,857,529 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$7,260,019 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,353,784 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,958,530 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,095,603 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,943,618 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $258,181 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,014,912 | NetAssetsOrFundBalancesEOYAmt |
| Mission | Southwest General Medical Group, Inc. is comprised of separate medical practices with services in the areas of Womens Health, Psychiatry, Internal Medicine, Oncology, Surgery, Family Practice, and Pain Management. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $17,970,081 | ExpenseAmt |
| Revenue | $11,902,537 | RevenueAmt |
| Desc | Practice of Medicine | Desc |
| Total Program Service Expenses | $17,970,081 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 52 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 117 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 7 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 2 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Kelly Linson | PersonNm |
| Phone | 4408168071 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18697 Bagley Road | AddressLine1 |
| City | Middleburg Hts | City |
| State | OH | State |
| ZIP Code | 441303417 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| Marilyn McNamara MD | ||||||||
| Director, President | 001.00 | 059.00 | Yes (X) | Yes (X) | $0 | $390,913 | $61,940 | |
| John Alton MD | ||||||||
| Director, Physician | 040.00 | Yes (X) | $491,510 | $0 | -$4,807 | |||
| Olga Kovacevic MD | ||||||||
| Director, Physician | 040.00 | Yes (X) | $175,619 | $0 | $4,263 | |||
| Thomas A Selden | ||||||||
| Director | 001.00 | 059.00 | Yes (X) | $0 | $623,639 | $32,161 | ||
| Mary Ann Freas | ||||||||
| Director | 001.00 | 059.00 | Yes (X) | $0 | $359,183 | $30,408 | ||
| Raymond Wohl | ||||||||
| Director | Yes (X) | $0 | $0 | $0 | ||||
| G Mervin Ault | ||||||||
| Director | Yes (X) | $0 | $0 | $0 | ||||
| Leonard L Brzozowski MD | ||||||||
| Physician | 040.00 | $398,385 | $0 | $33,807 | Yes (X) | |||
| Kimberly Kraus MD | ||||||||
| Physician | 040.00 | $477,458 | $0 | -$3,855 | Yes (X) | |||
| Gil Peleg MD | ||||||||
| Physician | 040.00 | $413,649 | $0 | $17,164 | Yes (X) | |||
| David Ryan MD | ||||||||
| Physician | 040.00 | $484,750 | $0 | $29,136 | Yes (X) | |||
| Sampath Ramanavarapu MD | ||||||||
| Physician | 040.00 | $598,560 | $0 | $29,580 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,039,931 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,373,735 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $229,797 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 10 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| University Primary Care Practice | |||||
| PO Box 70328 | Cleveland | OH | 441900328 | Physician Services | $138,045 |
| SS & G | |||||
| PO Box 39453 | Cleveland | OH | 441390453 | Billing/Management Svc | $630,342 |
| Locum Tenens Com LLLC | |||||
| PO Box 405547 | Atlanta | GA | 303845547 | Physician Services | $130,395 |
| Allscripts | |||||
| 24630 Network Place | Chicago | IL | 60673 | Billing/Management Svc | $207,936 |
| University Hospital Health Systems | |||||
| PO Box 70328 | Cleveland | OH | 441900328 | Physician Services | $978,274 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Patient Care | Desc |
| Total Revenue Column | $11,902,537 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $11,902,537 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $11,902,537 | TotalProgramServiceRevenueAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,902,537 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $11,902,537 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $667,130 | TotalAmt |
| Program Services | $667,130 | ProgramServicesAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,883,905 | TotalAmt |
| Program Services | $9,883,905 | ProgramServicesAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $255,388 | TotalAmt |
| Program Services | $255,388 | ProgramServicesAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $987,774 | TotalAmt |
| Program Services | $987,774 | ProgramServicesAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $614,923 | TotalAmt |
| Program Services | $614,923 | ProgramServicesAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $885,827 | TotalAmt |
| Program Services | $4,930 | ProgramServicesAmt |
| Management And General | $880,897 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,775 | TotalAmt |
| Program Services | $10,775 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $102,600 | TotalAmt |
| Program Services | $102,600 | ProgramServicesAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees For Services Prof Fundraising | FeesForServicesProfFundraising |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,746,402 | TotalAmt |
| Program Services | $1,652,203 | ProgramServicesAmt |
| Management And General | $94,199 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,323 | TotalAmt |
| Program Services | $31,574 | ProgramServicesAmt |
| Management And General | $2,749 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $980,350 | TotalAmt |
| Program Services | $938,696 | ProgramServicesAmt |
| Management And General | $41,653 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $190,496 | TotalAmt |
| Program Services | $188,625 | ProgramServicesAmt |
| Management And General | $1,871 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $902,955 | TotalAmt |
| Program Services | $763,604 | ProgramServicesAmt |
| Management And General | $139,351 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $88,132 | TotalAmt |
| Program Services | $82,834 | ProgramServicesAmt |
| Management And General | $5,298 | ManagementAndGeneralAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $205,291 | TotalAmt |
| Program Services | $201,217 | ProgramServicesAmt |
| Management And General | $4,074 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $753,547 | TotalAmt |
| Program Services | $753,547 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Billing, Collection PR processing fees | $3,593 | $3,593 | |
| Dues and subscriptions | $82,589 | $81,149 | $1,440 |
| Tax Expense | $200 | $200 | |
| Miscellaneous Expense | $33,607 | $12,980 | $20,627 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $732,749 | TotalAmt |
| Program Services | $732,434 | ProgramServicesAmt |
| Management And General | $315 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,162,556 | TotalAmt |
| Program Services | $17,970,081 | ProgramServicesAmt |
| Management And General | $1,192,474 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $284,947 | BOYAmt |
| EOY | $1,437,487 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $462,453 | BOYAmt |
| EOY | $574,918 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $979,289 | BOYAmt |
| EOY | $1,374,018 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,491,376 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,675,063 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $992,235 | BOYAmt |
| EOY | $816,313 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $634,860 | BOYAmt |
| EOY | $755,794 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,353,784 | BOYAmt |
| EOY | $4,958,530 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,120,260 | BOYAmt |
| EOY | $1,930,772 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,975,343 | BOYAmt |
| EOY | $2,012,846 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,095,603 | BOYAmt |
| EOY | $3,943,618 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,000 | BOYAmt |
| EOY | $50,000 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,821,557 | BOYAmt |
| EOY | $67,838,307 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$59,613,376 | BOYAmt |
| EOY | -$66,873,395 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $258,181 | BOYAmt |
| EOY | $1,014,912 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,353,784 | BOYAmt |
| EOY | $4,958,530 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$7,260,019 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $8,016,750 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type2 | Yes (X) | SupportingOrgType2Ind |
| Certification | Yes (X) | CertificationInd |
| Contribution Controller | false | ContributionControllerInd |
| Contribution Family | false | ContributionFamilyInd |
| Contribution35 Controlled | false | Contribution35ControlledInd |
Supported Org Information SupportedOrgInformationGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Southwest Gen Hlth Center | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 340753531 | EIN |
| Organization Type | 3 | OrganizationTypeDesc |
| Governing Document Listed | Yes (true) | GoverningDocumentListedInd |
| Supported Org Notified | Yes (true) | SupportedOrgNotifiedInd |
| US Organized | Yes (true) | USOrganizedInd |
| Support | $0 | SupportAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 1 | SupportedOrganizationsTotalCnt |
| Public Support CY170 | 0.00000 | PublicSupportCY170Pct |
| Public Support CY509 | 0.00000 | PublicSupportCY509Pct |
| Investment Income CY | 0.00000 | InvestmentIncomeCYPct |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Incl Escrow Custodial Acct Liab | false | InclEscrowCustodialAcctLiabInd |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $269,751 | OtherCostOrOtherBasisAmt |
| Depreciation | $29,799 | DepreciationAmt |
| Book Value | $239,952 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $493,314 | OtherCostOrOtherBasisAmt |
| Depreciation | $361,471 | DepreciationAmt |
| Book Value | $131,843 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,728,311 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,313,164 | DepreciationAmt |
| Book Value | $444,518 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $816,313 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc |
|---|
| Financial derivatives and other financial products |
| Closely-held equity interests |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Other Receivables | $45,366 |
| Tax Deferred Annunity | $710,428 |
| Goodwill less accum amortization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $755,794 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Federal income taxes | |
| Insurance Claims Reserve | $2,012,846 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,012,846 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | X 2 | FormAndLineReferenceDesc |
| Explanation | Southwest General Medical Group adopted ASC 740-10 in 2007 as required. No disclosures were required under GAAP as Southwest General Medical Group does not have any material tax contingencies that required disclosures in the footnotes. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | Yes (true) | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | Yes (true) | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 entries)
| TitleTitleTxt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Marilyn McNamara MD | ||||||||||||
| Director, President | $299,565 | $59,061 | $32,287 | $45,136 | $16,803 | $452,852 | ||||||
| Leonard L Brzozowski MD | ||||||||||||
| Physician | $378,826 | $19,559 | $15,563 | $18,244 | $432,192 | |||||||
| Kimberly Kraus MD | ||||||||||||
| Physician | $457,624 | $9,834 | -$24,170 | $20,315 | $473,603 | $10,000 | ||||||
| John Alton MD | ||||||||||||
| Director, Physician | $387,595 | $62,493 | -$25,107 | $20,300 | $486,703 | $41,422 | ||||||
| Gil Peleg MD | ||||||||||||
| Physician | $371,775 | $1,874 | -$5,168 | $22,332 | $430,813 | $40,000 | ||||||
| Olga Kovacevic MD | ||||||||||||
| Director, Physician | $168,625 | $6,994 | -$14,640 | $18,903 | $179,882 | |||||||
| Thomas A Selden | ||||||||||||
| Director | $414,203 | $95,200 | $114,235 | $16,680 | $15,482 | $655,800 | ||||||
| Mary Ann Freas | ||||||||||||
| Director | $288,767 | $53,419 | $16,997 | $16,232 | $14,176 | $389,591 | ||||||
| David Ryan MD | ||||||||||||
| Physician | $482,415 | $2,335 | $7,782 | $21,354 | $513,886 | |||||||
| Sampath Ramanavarapu MD | ||||||||||||
| Physician | $590,640 | $7,920 | $14,359 | $15,221 | $628,140 | |||||||
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I Line 3 | The Organizations President is compensated by Southwest General Health Center and their Human Resource department conducts periodic reviews and uses salary survey data from an outside consultant to determine appropriate compensation. |
| Part I Line 4b | Thomas Selden - supplemental nonqualified retirement plan 34,681. Marilyn McNamara - supplemental nonqualified retirement plan 17,223. Mary Ann Freas - supplemental nonqualified retirement plan 14,731. |
| Part I Line 5a | There are two physicians that have their bonus calculated based on the revenue of the organization. This bonus is calculated using the WRVUs Work Related Value Units quarterly and annually. |
| Part I Line 6a | Each physician is considered an Individual Practice with their own income and expenses allocated to them. Per the Physicians contract, a bonus is calculated based on the Individual Practice Net Income the Physician generates in any given year. There are additional stipulations if there is a Net Loss that affects compensation as well. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, Line 6 | Southwest General Health Center is the Shareholder of Southwest General Medical Group. |
| Form 990, Part VI, Section A, Line 7a | The Shareholders shall elect the Directors annually and shall determine the number of Shareholders of record. The Board of Directors shall elect a President, Secretary, and Treasurer, and may elect a Chairman of the Board, one or more Vice Presidents, and such other officers and assistant officers as the Board may deem necessary. |
| Form 990, Part VI, Section A, Line 7b | The business, power and authority of Southwest General Medical Group shall be exercised, conducted, and controlled by the Board of Directors, except where the law, Articles of Incorporation, or the Code of Regulations require action to be authorized or taken by the Shareholders, including but not limited to the adoption of the Corporations fee schedule which shall be based upon the usual, customary, and reasonable charges for medical services in the community. |
| Form 990, Part VI, Section B, Line 11 | The 990 is reviewed internally by the CEO, CFO, and Chief Accounting Officer. It is presented and reviewed at the Audit Committee of the Board of Trustees Governing Board meeting on October 16, 2014. The return is distributed electronically to the entire board before filing. Also prior to filing, the entire Board is presented with a review of the highlights and key points of the 990 at their October meeting. |
| Form 990, Part VI, Section B, Line 12c | Southwest General Medical Group has a written Conflict of Interest Policy that requires our officers, directors, and employees to annually disclose potential conflicts of themselves or their family members on a questionaire distributed by the Privacy Officer. To comply with on-going monitoring, periodic reviews are conducted of the reasonableness of compensation and benefit arrangements whether acquisitions of physicians practices and other provider services result in impermissible private benefit and whether agreements to provide health care agreements with other health care providers, employees, and third party payors further the Corporations charitable purposes and do not result in impermissible private benefit. In the event of a conflict the Board will determine disciplinary and corrective action. |
| Form 990, Part VI, Section B, Line 15ab | The CEO and other officers do not receive compensation separate from compensation received from Southwest General Health Center. |
| Form 990, Part VI, Section C, Line 19 | Southwest General Medical Groups organizing documents, conflict of interest policy and financial statements are made available to the public upon request. |
| Form 990, Part VII, Section A, Line 1a | Marilyn McNamara, Thomas Selden and Mary Ann Freas each devote approximateley 59 hours per week to related organizations. The related organziation - Southwest General Health Center is where the majority of their time is spent. |
| Form 990, Part IX, Line 11g | Other Fees1,746,402-Other Purchased Services |
| Form 990, Part XI, Line 9 | 8,016,750 represents the change in paid in capital from the beginning of the year. 67,838,307 EOY - 59,821,557 BOY. |
| Form 990, Part XII, Line 2a | In the course of preparing the audit report, the independent auditors reviewed the organizations financial statements. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Southwest General Health Center | |||||||||||
| 18697 Bagley Road | Middleburg Hts | OH | 44130 | 340753531 | Hospital | OH | 501 c3 | 3 | Southwest Community Health Sys | false | |
| Southwest Protection Services | |||||||||||
| 18697 Bagley Road | Middleburg Hts | OH | 44130 | 841661280 | Security | OH | 501 c3 | 11a | Southwest General Health Center | false | |
| Southwest Community Health System | |||||||||||
| 18697 Bagley Road | Middleburg Hts | OH | 44130 | 341455141 | Parent non profit | OH | 501 c3 | 11d | false | N/A | |
| Southwest Community Health Foundation | |||||||||||
| 18697 Bagley Road | Middleburg Hts | OH | 44130 | 341455135 | Fundraising | OH | 501 c3 | 11a | Southwest Community Health System | false | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Southwest Holdings Inc | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18697 Bagley Road | AddressLine1 |
| City | Middleburg Hts | City |
| State | OH | State |
| ZIP Code | 44130 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 341461753 | EIN |
| Primary Activities | Retail Pharmacy | PrimaryActivitiesTxt |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Entity Type | C Corp | EntityTypeTxt |
| Controlled Organization | false | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (true) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |