SOUTHWEST HEALTHCARE CORPORATION: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- SOUTHWEST HEALTHCARE CORPORATION (EIN 45-0458242)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-14
- IRS object ID
- 201413189349304311
- Schema version
- 2013v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule H
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-14T12:54:39-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 450250958 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EIDE BAILLY LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1914 | AddressLine1 |
| City | BISMARCK | City |
| State | ND | State |
| ZIP Code | 585021914 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 450458242 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Southwest Healthcare Services | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SOUT | BusinessNameControlTxt |
| Phone | 7015233214 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 802 2nd St NW | AddressLine1 |
| City | Bowman | City |
| State | ND | State |
| ZIP Code | 58623 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Becky Hansen | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 7015233214 | PhoneNum |
| Signature | 2014-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Lisa Chaffee CPA | PreparerPersonNm |
| PTIN | P00193453 | PTIN |
| Phone | 7012551091 | PhoneNum |
| Preparation | 2014-11-11 | PreparationDt |
| 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 | Becky Hansen | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 802 2nd St NW | AddressLine1 |
| City | Bowman | City |
| State | ND | State |
| ZIP Code | 58623 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $16,603,542 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.swhealthcare.net | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2000 | FormationYr |
| Legal Domicile State | ND | LegalDomicileStateCd |
| Activity Or Mission | Southwest Healthcare Services is organized to provide quality health care services. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 6 | VotingMembersIndependentCnt |
| Total Employee | 241 | TotalEmployeeCnt |
| Total Volunteers | 55 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $793,530 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,382,714 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $11,785,434 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $11,394,784 | CYProgramServiceRevenueAmt |
| PY Investment Income | $19,655 | PYInvestmentIncomeAmt |
| CY Investment Income | $43,851 | CYInvestmentIncomeAmt |
| PY Other Revenue | $7,520 | PYOtherRevenueAmt |
| CY Other Revenue | $17,880 | CYOtherRevenueAmt |
| PY Total Revenue | $12,606,139 | PYTotalRevenueAmt |
| CY Total Revenue | $14,839,229 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $7,544,925 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $7,866,920 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $48,665 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $50,330 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $5,206,333 | PYOtherExpensesAmt |
| CY Other Expenses | $4,207,915 | CYOtherExpensesAmt |
| PY Total Expenses | $12,751,258 | PYTotalExpensesAmt |
| CY Total Expenses | $12,123,500 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$145,119 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,715,729 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $10,170,738 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,686,116 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $4,882,664 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,612,769 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $5,288,074 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $8,073,347 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | Guided by faith-based leadership, we are a family of specialists, each performing a unique service. With a spirit of compassion, we provide excellence in healthcare to those we are privileged to serve. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $10,448,810 | ExpenseAmt |
| Revenue | $11,394,784 | RevenueAmt |
| Desc | Southwest Healthcare Services (Southwest) consists of a 23-bed acute care hospital, 40-bed nursing facility, 14-unit apartment complex, 12-unit assisted living facility, visiting nurse service agency, clinic, and ambulance service located in Bowman, North Dakota.Southwest Healthcare Services is organized to provide quality health care services for individuals in the surrounding community. Southwest Healthcare Services operates an acute care hospital, nursing facility, rural health clinic, ambulance service, outpatient therapy services and elderly living facilities. Southwest operates a full time emergency room and provides emergency care regardless of ability to pay. Southwest also provides clinical services needed to operate the emergency center and provides on-site emergency medical, rescue and medical transportation services.Southwest Healthcare Services provides non-emergency services to the community making these services accessible to the community through participation in government programs like Medicare and Medicaid and our own charity care program. Services are provided to all individuals regardless of individual status. Southwest Healthcare Services charity care program provides discounted and free services to patients that are unable to be fully responsible for the cost of the health care they receive. Southwest Healthcare Services is committed to responding to the increasing number of patients who are under-insured or without insurance and who need to seek healthcare services at our facility. To fulfill its mission of community service, Southwest provides care to these patients who meet certain criteria under its charity care policy without charge or at amounts less than its established rates. Because Southwest does not pursue collection of amounts determined to qualify as charity care, they are not reported as patient and resident service revenue. The amount of charges foregone based on established rates was $108,979 and the estimated cost of providing charity care for the year ended December 31, 2013 was $97,000, which was calculated by multiplying the ratio of cost to gross charges by the gross uncompensated charges associated with providing charity care to patients.Southwest Healthcare Services reaches out to people and communities throughout southwestern North Dakota, northwestern South Dakota and eastern Montana through specific health events and health education, for example: free sports physicals for students, health fairs, and skin cancer screenings. | Desc |
| Total Program Service Expenses | $10,448,810 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | Yes (1) | OperateHospitalInd |
| Audited Financial Stmt Att | Yes (1) | AuditedFinancialStmtAttInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 25 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 241 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 6 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | 0 | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Sasha Ruggles CFO | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7015233214 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 802 2nd St NW | AddressLine1 |
| City | Bowman | City |
| State | ND | State |
| ZIP Code | 58623 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| Steve Wild | |||||||
| President (Jan-Feb) | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Galen Strand | |||||||
| Trustee (Jan-Feb)/President (Mar-Dec) | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Connie Krinke | |||||||
| V.P. (Jan-Feb)/Trustee (Mar-Dec) | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Justin Wolbaum | |||||||
| Trustee (Jan-Feb)/V.P. (Mar-Dec) | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Dan Swanson | |||||||
| Secretary (Jan-Feb) | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Gary Brennan | |||||||
| Trustee (Jan-Feb)/Secretary (Mar-Dec) | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Lynn Peterson | |||||||
| Trustee (Jan-Feb) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Jean Tennant | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Jackie Lambourn | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Bruce Bowman | |||||||
| Trustee (Mar-Dec) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Andrew Weiss | |||||||
| Trustee (Mar-Dec) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Roger Walter | |||||||
| Trustee (Mar-Dec) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Becky Hansen | |||||||
| CEO | 40.00 | Yes (X) | $126,946 | $0 | $18,032 | ||
| Sasha Ruggles | |||||||
| CFO | 40.00 | Yes (X) | $66,398 | $0 | $6,095 | ||
| Dr David Meadows | |||||||
| Physician | 40.00 | $220,002 | $0 | $16,794 | Yes (X) | ||
| Dr Forrest Lanchbury | |||||||
| Physician | 40.00 | $274,262 | $0 | $17,937 | Yes (X) | ||
| Christine Peterson | |||||||
| Nurse Practitioner | 43.00 | $126,103 | $0 | $0 | Yes (X) | ||
| Dr Sherryl Tomboulian | |||||||
| Physician | 40.00 | $224,097 | $0 | $1,144 | Yes (X) | ||
| Valerie Kunze | |||||||
| Pharmacist | 40.00 | $100,345 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,138,153 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $60,002 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 6 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Dakota Travel Nurse | |||||
| 502 West Main St | Mandan | ND | 58554 | Contract Nursing | $398,882 |
| Blue Room Architecture | |||||
| 108 N Washington St Suite 413 | Spokane | WA | 99201 | Architect | $156,280 |
| Eide Bailly LLP | |||||
| 4310 17th Ave S | Fargo | ND | 58103 | Accounting Services | $121,175 |
| Northern Plains Laboratory | |||||
| 3502 Franklin Ave | Bismarck | ND | 58502 | Lab Purchased Services | $107,266 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $21,427 | FundraisingAmt |
| Government Grants | $185,597 | GovernmentGrantsAmt |
| All Other Contributions | $3,175,690 | AllOtherContributionsAmt |
| Noncash Contributions | $75,792 | NoncashContributionsAmt |
| Total Contributions | $3,382,714 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Patient & Resident Service Revenu | 622110 | $10,938,959 | $10,938,959 |
| Supporting Revenue | 900099 | $455,825 | $455,825 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $11,394,784 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $22,183 | TotalRevenueColumnAmt |
| Exclusion | $22,183 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,775,391 | SecuritiesAmt |
| Other | $500 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,754,223 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $21,168 | SecuritiesAmt |
| Other | $500 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $21,668 | TotalRevenueColumnAmt |
| Exclusion | $21,668 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $27,970 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $21,427 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $10,090 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $17,880 | TotalRevenueColumnAmt |
| Exclusion | $17,880 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $14,839,229 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $11,394,784 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $61,731 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $226,170 | TotalAmt |
| Management And General | $226,170 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $283,442 | TotalAmt |
| Program Services | $283,442 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,275,637 | TotalAmt |
| Program Services | $5,746,867 | ProgramServicesAmt |
| Management And General | $528,770 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $595,867 | TotalAmt |
| Program Services | $470,753 | ProgramServicesAmt |
| Management And General | $125,114 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $485,804 | TotalAmt |
| Program Services | $431,362 | ProgramServicesAmt |
| Management And General | $54,442 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,356 | TotalAmt |
| Management And General | $2,356 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,413 | TotalAmt |
| Management And General | $36,413 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,665 | TotalAmt |
| Fundraising | $48,665 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,123,808 | TotalAmt |
| Program Services | $988,502 | ProgramServicesAmt |
| Management And General | $135,306 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,308 | TotalAmt |
| Management And General | $56,308 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $334,267 | TotalAmt |
| Program Services | $181,443 | ProgramServicesAmt |
| Management And General | $152,824 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $185,258 | TotalAmt |
| Management And General | $185,258 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $221,696 | TotalAmt |
| Program Services | $220,017 | ProgramServicesAmt |
| Management And General | $1,679 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $117,144 | TotalAmt |
| Program Services | $93,379 | ProgramServicesAmt |
| Management And General | $23,765 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,978 | TotalAmt |
| Management And General | $313 | ManagementAndGeneralAmt |
| Fundraising | $1,665 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $167,001 | TotalAmt |
| Program Services | $167,001 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $912,726 | TotalAmt |
| Program Services | $912,726 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $91,072 | TotalAmt |
| Management And General | $91,072 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Medical Supplies | $606,423 | $606,423 | |
| Dietary Food and Supple | $192,031 | $192,031 | |
| Bad Debts | $132,676 | $132,676 | |
| Dues Licensing & Subscr | $46,236 | $18,816 | $27,420 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$19,478 | TotalAmt |
| Program Services | $3,372 | ProgramServicesAmt |
| Management And General | -$22,850 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,123,500 | TotalAmt |
| Program Services | $10,448,810 | ProgramServicesAmt |
| Management And General | $1,624,360 | ManagementAndGeneralAmt |
| Fundraising | $50,330 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $133,642 | BOYAmt |
| EOY | $1,580,978 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,510 | BOYAmt |
| EOY | $1,350,648 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,532,088 | BOYAmt |
| EOY | $2,021,830 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $178,565 | BOYAmt |
| EOY | $181,221 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $78,813 | BOYAmt |
| EOY | $75,248 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $17,115,834 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $12,688,857 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,798,517 | BOYAmt |
| EOY | $4,426,977 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,772,926 | BOYAmt |
| EOY | $1,703,971 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,835 | BOYAmt |
| EOY | $31,104 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $167,072 | BOYAmt |
| EOY | $163,736 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $477,770 | BOYAmt |
| EOY | $1,150,403 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,170,738 | BOYAmt |
| EOY | $12,686,116 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,387,639 | BOYAmt |
| EOY | $1,272,383 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $75,874 | BOYAmt |
| EOY | $50,888 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,740,000 | BOYAmt |
| EOY | $2,480,000 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,261 | BOYAmt |
| EOY | $2,844 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $180,779 | BOYAmt |
| EOY | $806,654 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $495,111 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,882,664 | BOYAmt |
| EOY | $4,612,769 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,750,019 | BOYAmt |
| EOY | $4,760,899 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $410,943 | BOYAmt |
| EOY | $3,185,336 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $127,112 | BOYAmt |
| EOY | $127,112 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,288,074 | BOYAmt |
| EOY | $8,073,347 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,170,738 | BOYAmt |
| EOY | $12,686,116 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $2,715,729 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $72,724 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$3,180 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 0 | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital | Yes (X) | HospitalInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | Yes (1) | AgentTrusteeEtcInd |
| Beginning Balance | $14,734 | BeginningBalanceAmt |
| Additions During Year | $6,552 | AdditionsDuringYearAmt |
| Distributions During Year | $3,372 | DistributionsDuringYearAmt |
| Ending Balance | $17,914 | EndingBalanceAmt |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $115,112 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $3,695 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,695 | OtherExpendituresAmt |
| End Year Balance | $115,112 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $115,112 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $6,976 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $6,976 | OtherExpendituresAmt |
| End Year Balance | $115,112 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $115,112 | BeginningYearBalanceAmt |
| Contributions | $219 | ContributionsAmt |
| Investment Earnings Or Losses | -$219 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $115,112 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $115,112 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $5,502 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $5,502 | OtherExpendituresAmt |
| End Year Balance | $115,112 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $115,112 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $10,913 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $10,913 | OtherExpendituresAmt |
| End Year Balance | $115,112 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $75,488 | OtherCostOrOtherBasisAmt |
| Book Value | $75,488 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,988,252 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,710,458 | DepreciationAmt |
| Book Value | $2,277,794 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,963,131 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,683,335 | DepreciationAmt |
| Book Value | $1,279,796 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,088,963 | OtherCostOrOtherBasisAmt |
| Depreciation | $295,064 | DepreciationAmt |
| Book Value | $793,899 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $4,426,977 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Deferred Financing Costs | $117,020 |
| Other Assets | $1,600 |
| Receivable From Sunrise Foundation | $831,783 |
| Estimated Third-Party Payor Settlements | $200,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $1,150,403 | TotalBookValueOtherAssetsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $14,782,815 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $72,724 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$132,676 | OtherRevenueAmt |
| Revenue Not Reported | -$59,952 | RevenueNotReportedAmt |
| Revenue Subtotal | $14,842,767 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$3,538 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$3,538 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $14,839,229 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $11,997,542 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $10,090 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $10,090 | ExpensesNotReportedAmt |
| Expenses Subtotal | $11,987,452 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $136,048 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $136,048 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $12,123,500 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part IV, Line 1b: | Southwest Healthcare Services has an auxiliary that operates under the same EIN as Southwest Healthcare Services. |
| Part IV, Line 2b: | Southwest acts as custodian for the funds of the residents. These funds are included in cash and accounts payable in the financial statements. Resident trust funds totaled $2,844 and $3,261 at December 31, 2013 and 2012. |
| Part V, Line 4: | Endowments held and administered by Southwest Healthcare Services: The earnings from the $115,112 are for hospital operations, as necessary. The principal of $115,112 is permanently restricted. |
| Part X, Line 2: | Southwest is organized as a North Dakota nonprofit corporation and has been recognized by the Internal Revenue Service (IRS) as exempt from federal income taxes under Internal Revenue Code Section 501(c)(3). Southwest is annually required to file a Return of Organization Exempt from Income Tax (Form 990) with the IRS. In addition, Southwest is subject to income tax on net income that is derived from business activities that are unrelated to its exempt purpose. Southwest has determined it is not subject to unrelated business income tax and has not filed an Exempt Organization Business Income Tax Return (Form 990-T) with the IRS. Southwest believes that it has appropriate support for any tax positions taken affecting its annual filing requirements, and as such, does not have any uncertain tax positions that are material to the financial statements. Southwest would recognize future accrued interest and penalties related to unrecognized tax benefits and liabilities in income tax expense if such interest and penalties are incurred. |
| Part XI, Line 2d - Other Adjustments: | Provision for Bad Debts included in Expenses on Form 990 -132,676. |
| Part XI, Line 4b - Other Adjustments: | Auxiliary Revenue 6,552. Fundraising Expenses reported in Revenue on Form 990 -10,090. |
| Part XII, Line 2d - Other Adjustments: | Fundraising Expenses reported in Revenue on Form 990 10,090. |
| Part XII, Line 4b - Other Adjustments: | Auxiliary Expenses 3,372. Provision for Bad Debts included in Expenses on Form 990 132,676. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Sherwood Consulting Services Inc | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4529 Shoreline Dr Ste 5 | AddressLine1 |
| City | Fort Collins | City |
| State | CO | State |
| ZIP Code | 80526 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | Professional Fundraiser | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $2,111,992 | GrossReceiptsAmt |
| Retained By Contractor | $48,665 | RetainedByContractorAmt |
| Net To Organization | $2,063,327 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $2,111,992 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $48,665 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $2,063,327 | TotalNetToOrganizationAmt |
| Licensed States | ND | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Celebrity Waiter | NameOfEvent1Amt |
| Gross Receipts Event1 | $49,397 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $21,427 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $27,970 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $400 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $5,940 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $3,300 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $450 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $49,397 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $21,427 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $27,970 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $400 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $5,940 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $3,300 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $450 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $10,090 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $17,880 | NetIncomeSummaryAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule G, Part I, Line 2b, Item (v): | FormAndLineReferenceDesc |
| Explanation | Of the $48,665 reported in column (v), $42,000 was for payment of professional fundraising services and the other $6,665 was for reimbursement of expenses. | ExplanationTxt |
Schedule H IRS990ScheduleH
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Assistance Policy | Yes (1) | FinancialAssistancePolicyInd |
| Written Policy | Yes (1) | WrittenPolicyInd |
| All Hospitals Policy | Yes (X) | AllHospitalsPolicyInd |
| FPG Reference Free Care | Yes (1) | FPGReferenceFreeCareInd |
| Percent100 | Yes (X) | Percent100Ind |
| FPG Reference Discounted Care | Yes (1) | FPGReferenceDiscountedCareInd |
| Percent200 D | Yes (X) | Percent200DInd |
| Free Care Medically Indigent | Yes (1) | FreeCareMedicallyIndigentInd |
| Financial Assistance Budget | Yes (1) | FinancialAssistanceBudgetInd |
| Expenses Exceed Budget | Yes (1) | ExpensesExceedBudgetInd |
| Unable To Provide Care | 0 | UnableToProvideCareInd |
| Annual Community Bnft Report | Yes (1) | AnnualCommunityBnftReportInd |
| Report Publically Available | Yes (1) | ReportPublicallyAvailableInd |
Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $97,000 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $97,000 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00810 | TotalExpensePct |
Unreimbursed Medicaid UnreimbursedMedicaidGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $2,527,702 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $2,498,261 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $29,441 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00250 | TotalExpensePct |
Total Financial Assistance Typ TotalFinancialAssistanceTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $2,624,702 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $2,498,261 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $126,441 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.01060 | TotalExpensePct |
Community Health Services CommunityHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $2,892 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $2,892 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00020 | TotalExpensePct |
Subsidized Health Services SubsidizedHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $2,052,469 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $1,506,391 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $546,078 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.04550 | TotalExpensePct |
Total Other Benefits TotalOtherBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $2,055,361 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $1,506,391 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $548,970 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.04570 | TotalExpensePct |
Total Community Benefits TotalCommunityBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $4,680,063 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $4,004,652 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $675,411 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.05630 | TotalExpensePct |
Health Improvement Advocacy HealthImprovementAdvocacyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $18,209 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $18,209 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00150 | TotalExpensePct |
Total Communtity Building Acty TotalCommuntityBuildingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $18,209 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $18,209 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00150 | TotalExpensePct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | 0 | BadDebtExpenseReportedInd |
| Bad Debt Expense | $132,676 | BadDebtExpenseAmt |
| Bad Debt Expense Attributable | $26,535 | BadDebtExpenseAttributableAmt |
| Reimbursed By Medicare | $2,755,729 | ReimbursedByMedicareAmt |
| Cost Of Care Reimbursed By Medcr | $2,821,753 | CostOfCareReimbursedByMedcrAmt |
| Medicare Surplus Or Shortfall | -$66,024 | MedicareSurplusOrShortfallAmt |
Costing Methodology Used CostingMethodologyUsedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | Yes (X) | OtherInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Debt Collection Policy | Yes (1) | WrittenDebtCollectionPolicyInd |
| Financial Assistance Prvsn | Yes (1) | FinancialAssistancePrvsnInd |
| Hospital Facilities | 1 | HospitalFacilitiesCnt |
Hospital Facilities HospitalFacilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 1 | FacilityNum |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Southwest Healthcare Services | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14 6th Ave SW | AddressLine1 |
| City | Bowman | City |
| State | ND | State |
| ZIP Code | 58623 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| State License | 5006 | StateLicenseNum |
| Licensed Hospital | Yes (X) | LicensedHospitalInd |
| General Medical And Surgical | Yes (X) | GeneralMedicalAndSurgicalInd |
| Critical Access Hospital | Yes (X) | CriticalAccessHospitalInd |
| Emergency Room24 Hrs | Yes (X) | EmergencyRoom24HrsInd |
| Other | Rural Health Clinic | OtherDesc |
Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp
Hospital Facility Name HospitalFacilityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Southwest Healthcare Services | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 1 | FacilityNum |
| CHNA Conducted | Yes (1) | CHNAConductedInd |
| Community Definition | Yes (X) | CommunityDefinitionInd |
| Community Demographics | Yes (X) | CommunityDemographicsInd |
| Existing Resources | Yes (X) | ExistingResourcesInd |
| How Data Obtained | Yes (X) | HowDataObtainedInd |
| Community Health Needs | Yes (X) | CommunityHealthNeedsInd |
| Other Health Issues | Yes (X) | OtherHealthIssuesInd |
| Community Hlth Needs Id Process | Yes (X) | CommunityHlthNeedsIdProcessInd |
| Consulting Process | Yes (X) | ConsultingProcessInd |
| CHNA Conducted | 13 | CHNAConductedYr |
| Take Into Account Others Input | Yes (1) | TakeIntoAccountOthersInputInd |
| CHNA Conducted With Other Fclts | 0 | CHNAConductedWithOtherFcltsInd |
| CHNA Report Widely Available | Yes (1) | CHNAReportWidelyAvailableInd |
| Rpt Available On Own Website | Yes (X) | RptAvailableOnOwnWebsiteInd |
| Own Website URL | http://swhealthcare.net/events/chna.html | OwnWebsiteURLTxt |
| Other Website | Yes (X) | OtherWebsiteInd |
| Other Website URL | See Part V, Section C for URL | OtherWebsiteURLTxt |
| Rpt Available Upon Request | Yes (X) | RptAvailableUponRequestInd |
| Rpt Available Thru Other Method | Yes (X) | RptAvailableThruOtherMethodInd |
| Adopt Implementation Strategy | Yes (X) | AdoptImplementationStrategyInd |
| Exec Implementation Strategy | Yes (X) | ExecImplementationStrategyInd |
| Develop Community Wide Plan | Yes (X) | DevelopCommunityWidePlanInd |
| Exec Community Wide Plan | Yes (X) | ExecCommunityWidePlanInd |
| Include Operational Plan | Yes (X) | IncludeOperationalPlanInd |
| Adopt Budget | Yes (X) | AdoptBudgetInd |
| Prioritize Health Needs | Yes (X) | PrioritizeHealthNeedsInd |
| Prioritize Services | Yes (X) | PrioritizeServicesInd |
| All Needs Addressed | 0 | AllNeedsAddressedInd |
| Organization Incur Excise Tax | 0 | OrganizationIncurExciseTaxInd |
| Elig Criteria Explained | Yes (1) | EligCriteriaExplainedInd |
| FPG Used Deter Elig Free Care | Yes (1) | FPGUsedDeterEligFreeCareInd |
| FPG Family Incm Lmt Free Care | 100.000000000000 | FPGFamilyIncmLmtFreeCarePct |
| FPG Used Determ Elig Dscnt Care | Yes (1) | FPGUsedDetermEligDscntCareInd |
| FPG Family Incm Lmt Dscnt Care | 200.000000000000 | FPGFamilyIncmLmtDscntCarePct |
| Explained Basis | Yes (1) | ExplainedBasisInd |
| Income Level | Yes (X) | IncomeLevelInd |
| Asset Level | Yes (X) | AssetLevelInd |
| Medical Indigency | Yes (X) | MedicalIndigencyInd |
| Insurance Status | Yes (X) | InsuranceStatusInd |
| Uninsured Discount | Yes (X) | UninsuredDiscountInd |
| Medicaid Medicare | Yes (X) | MedicaidMedicareInd |
| State Regulation | Yes (X) | StateRegulationInd |
| Other Factors | Yes (X) | OtherFactorsInd |
| App Financial Asst Expln | Yes (1) | AppFinancialAsstExplnInd |
| Includes Publicity Measures | Yes (1) | IncludesPublicityMeasuresInd |
| Available On Request | Yes (X) | AvailableOnRequestInd |
| Other Publicity | Yes (X) | OtherPublicityInd |
| FAP Actions On Nonpayment | Yes (1) | FAPActionsOnNonpaymentInd |
| Collection Activities | 0 | CollectionActivitiesInd |
| FAP Notified Upon Admission | Yes (X) | FAPNotifiedUponAdmissionInd |
| FAP Notified Before Discharge | Yes (X) | FAPNotifiedBeforeDischargeInd |
| FAP Notified All Patients | Yes (X) | FAPNotifiedAllPatientsInd |
| Documented Elig Determination | Yes (X) | DocumentedEligDeterminationInd |
| Nondis Emergency Care Policy | Yes (1) | NondisEmergencyCarePolicyInd |
| Lowest Negotiated Rates | Yes (X) | LowestNegotiatedRatesInd |
| Amounts Generally Billed | 0 | AmountsGenerallyBilledInd |
| Gross Charges | 0 | GrossChargesInd |
Supplemental Information SupplementalInformationGrp (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Southwest Healthcare Services | Part V, Section B, Line 3: A Community Advisory Committee was organized with specific individuals from the community served. Personal invitations were sent to organizations representing various community, business, educational and religious groups. Representatives from the local healthcare providers and the county public health department were included to bring in additional professional perspective. |
| Southwest Healthcare Services | Part V, Section B, Line 5d: Other Website URL: Ruralhealth.und.edu/projects/flex/hospitals#bowman |
| Southwest Healthcare Services | Part V, Section B, Line 7: At this time Southwest Healthcare Service chose not to address mental health services. Although this need is important to SWHS and the community, it was not chosen based on our prioritization process. This process included the following questions: 1) the number of people affected, 2) the severity of the problem, 3) the health system's ability to impact, 4) the cost and 5) the extent to which other organizations were meeting the needs. We will continue to monitor and look for more availability for this service.Improving/replacing our hospital facility is a need that was starting to be addressed prior to our CHNA being conducted and is in the process of completion. |
| Southwest Healthcare Services | Part V, Section B, Line 12i: Soft Credit Check |
| Southwest Healthcare Services | Part V, Section B, Line 14g: A summary of the financial assistance policy and financial assistance contact information can be found at the admissions desk in the hospital, clinic, and online. The financial assistance application can also be found on our website and is summarized on the back of our billing invoices. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 5 | FacilityNum |
Oth Hlth Care Fclts Not Hospital OthHlthCareFcltsNotHospitalGrp
Oth Hlth Care Fclts OthHlthCareFcltsGrp (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | FacilityFacilityTxt |
|---|---|---|---|---|
| Southwest Healthcare Services | ||||
| 802 2nd St NW | Bowman | ND | 58623 | Independent Living and LTC |
| Bowman Ambulance Services | ||||
| 606 1st St SW | Bowman | ND | 58623 | Ambulance Services |
| Sunrise Village | ||||
| 203 11th Ave NW | Bowman | ND | 58623 | Assisted Living and Home Care |
| Southwest Healthcare Clinic | ||||
| 12 6th Ave SW | Bowman | ND | 58623 | Rural Healthcare Clinic |
| Southwest Healthcare Services | ||||
| 705 3rd St NW | Bowman | ND | 58623 | Outpatient Therapy |
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 6a: | The Organization's Community Benefit Report is contained in their annual meeting booklet. |
| Part I, Line 7: | Charity care expense was converted to cost on line 7a based on an overall cost-to-charge ratio addressing all patient segments. Unreimbursed Medicaid on line 7b was calculated using the costing methods to prepare the cost reports. Community health improvement services, line 7e, are reported based on actual expense amounts recorded from the events in the general ledger. The cost for subsidized health services reported on line 7g was determined using the Medicare Cost Report. |
| Part I, Ln 7 Col(f): | The amount of bad debt expense removed from total expenses reported on Form 990 was $132,676. |
| Part II, Community Building Activities: | Southwest Healthcare Services provides EMS staff support at public sporting events such as Motocross races, rodeos, and school sport activities. Support is also provided to the high school in the form of sports medicine for their sports activities. Southwest Healthcare Services also provides pastorial care and support in the form of medication for mission trips. |
| Part III, Line 4: | Bad debt is reported as charges on the financial statements.Patient accounts are written off to bad debt after every effort is made to collect the balance and patients are given opportunities to complete charity care applications or set up payment plans. All discounts and contractual adjustments are applied to accounts before they are written off to bad debt. Payments on accounts are first applied to any current portion due and then applied to any amount previously written off to bad debt. If an account has no current portion due and has been written off to bad debt, any payments made would reduce bad debt expense.We review accounts on an individual basis before turning them over to bad debt. Based on our review, it is safe to reasonably estimate that 20% of bad debt expense is attributable to patients eligible under our charity care policy. If these individuals would have completed the paperwork required to obtain charity care, they may have qualified. Southwest Healthcare Services does not refuse service to patients that generate bad debt. This is evidence that the care is given for community benefit motivations.The footnote to the Organization's financial statements can be found on page 9 of the attached audited financial statements. |
| Part III, Line 8: | IRS Rev. Rul. 69-545, which established the community benefit standard for nonprofit hospitals, states that if a hospital serves patients with government health benefits, including Medicare, then this is an indication that the hospital operates to promote the health of the community. In some communities, Medicare is the largest payer, and hospitals must accept these patients regardless of whether they make a surplus or deficit from providing such services. If the Medicare participation is premised on this fact, then providing Medicare services promotes access to healthcare services which is a community benefit. Also, the elderly are often an underserved population who experience issues with access to healthcare services. Without tax-exempt hospitals like Southwest Healthcare Services providing Medicare services, the government would bear the burden of directly providing services to the elderly.Medicare allowable costs were obtained from the 2013 Medicare cost report. The Medicare Cost Report is completed based on the rules and regulations set forth by the Centers for Medicare and Medicaid Services. |
| Part III, Line 9b: | If an individual submits an incomplete financial assistance application, a call is made to the patient to inform them of the additional information that is required in order to determine eligibility for financial assistance. The patient has 45 days to complete the application without payments and during this time, no collection letters are sent, however statements are. If an individual submits a complete financial assistance application, statements are still sent however any collection letters would not be sent. The patient is asked, if possible, to make a minimum payment in order to keep their account current. If a patients is determined to be eligible for financial assistance after being sent to collection, the collection actions would be reversed assuming that the accounts were not older than 18 months. Documentation is made as to whether the individual was determined to be eligible or ineligible for financial assistance. |
| Part VI, Line 2: | The Organization completed a Community Health Needs Assessment in 2013. An initial meeting with the Community Advisory Committee began with a discussion of the role of the Community Advisory Committee and a review of the applicable Internal Revenue Service requirements for non-profit hospitals. These rules require input from the community in identifying and prioritizing the health needs of the community and implementation strategy for addressing the needs identified. Discussion led to the development of a survey tool. The survey was distributed to others in the community and returned for review and analysis. The results of the survey were communicated to the Community Advisory Committee. Lists of 21 potential community needs were developed. A prioritization process was used to identify seven priority issues for the community. |
| Part VI, Line 3: | A summary of our financial assistance policy and financial assistance contact information can be found at the admissions desk in the hospital, clinic, online, and on the back our statements. Financial assistance contact information is included in patient bills and is discussed with patients as well as the availability of various government benefits, such as Medicaid or state programs. Patients are assisted with qualification for such programs where applicable. Employees who are responsible for registering patients are asked to consider/screen patients who may appear to qualify or who have asked about financial assistance. The registration clerk is to give the patient a brochure explaining the Financial Assistance program which contains information on how to access the Patient Financial Services Representative (PFS) to obtain assistance. |
| Part VI, Line 4: | The community is largely agricultural based but in recent years the oil and gas industry has grown extensively. We anticipate that this will increase at an even greater pace in the next several years thus increasing the patient base that our organization will serve. The city we reside in is located at an intersection of two main highways in the state of North Dakota. Southwest Healthcare Services is the largest employer in the city and serves an area that extends approximately 45 miles in all directions, North, South, East and West. There is one other rural health clinic in our city limits that is operated by another healthcare facility which is 40 miles from our city.Southwest Healthcare Services serves over 5,500 people in rural counties of Bowman and Slope, North Dakota and Harding County in South Dakota. We have been very fortunate, in our service area, to have an unemployment rate at 2% with a median income of $42,848. In 2011, approximately 16% of the residents in our community were uninsured. Southwest Healthcare Services is the only hospital in our service area with no medically underserved areas. |
| Part VI, Line 5: | Southwest Healthcare Services extends medical privileges to all providers in the community, and has a community board. Any surplus funds are used for investments in both capital assets, and medical equipment which improve services available as well as the quality of care that we give to the patients in our service area.Southwest Healthcare Services operates an emergency room available to all regardless of ability to pay. The Hospital participates in education and training of healthcare professionals and serves as a vehicle to attract and effectively use donated funds. Southwest Healthcare Services also participates in the Vision West strategic planning process for our region and community and leads the healthcare focus group.Southwest Healthcare Services provides EMS staff support at public sporting events such as Motocross races, rodeos, and school sport activities. Support is also provided to the high school in the form of sports medicine for their sports activities. We do health fairs in 6 communities across our service area. We provide CPR and first aid classes to local coaches. We participate in job shadow events and career fairs. We provide supplies to locals who provide their time and volunteer for missionary trips. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dr David Meadows | ||||||||||||||
| Physician | $220,002 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $16,794 | $0 | $236,796 | $0 | $0 | $0 |
| Dr Forrest Lanchbury | ||||||||||||||
| Physician | $219,704 | $0 | $54,558 | $0 | $0 | $0 | $0 | $0 | $17,937 | $0 | $292,199 | $0 | $0 | $0 |
| Dr Sherryl Tomboulian | ||||||||||||||
| Physician | $224,097 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $1,144 | $0 | $225,241 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 7 | FormAndLineReferenceDesc |
| Explanation | Dr. Lanchbury receives a production incentive based on exceeding an average of 100 billable visits per month. This is reviewed and reimbursed on a quarterly basis. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | City of Bowman North Dakota | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 456002040 | BondIssuerEIN |
| CUSIP | 10302TAL4 | CUSIPNum |
| Bond Issued | 2006-08-03 | BondIssuedDt |
| Issue Price | $3,902,372 | IssuePriceAmt |
| Purpose | Adv refund Rev Bonds issued 6/1/99, long-term financing for a bldg project | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $1,425,000 | RetiredAmt |
| Total Proceeds | $3,902,372 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $78,100 | IssuanceCostsFromProceedsAmt |
| Capital Expenditures | $1,482,072 | CapitalExpendituresAmt |
| Other Spent Proceeds | $2,342,200 | OtherSpentProceedsAmt |
| Substantial Completion | 2010 | SubstantialCompletionYr |
| Current Refunding | 0 | CurrentRefundingInd |
| Advance Refunding | Yes (1) | AdvanceRefundingInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0.00000 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0.00000 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | 0 | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | Yes (1) | NoRebateDueInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | 0 | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | 0 | ProceduresCorrectiveActionInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Date Rebate Computation Performed | Issuer Name: City of Bowman, North Dakota Date the Rebate Computation was Performed: 06/01/2011 |
| Schedule K, Part II, Line 11: | The amount reported on Part II, line 11 is the amount of bond proceeds used to refund the prior bonds issued in 1999. |
| Schedule K: | Southwest Healthcare Services does not have a written policy for post compliance but works closely with their auditors on requirements. They review their debt service requirements and validate insurance annually. |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (5 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| Rochelle Thompson | |||
| Rochelle is the daughter of board member Galen Strand | $39,865 | Compensation | 0 |
| Sarah Wolbaum | |||
| Sarah is the wife of board member Justin Wolbaum | $37,298 | Compensation | 0 |
| Jennifer Wild | |||
| Jennifer is the wife of board member Steve Wild | $44,640 | Compensation | 0 |
| Shannon Bowman | |||
| Shannon is the daughter-in-law of board member Bruce Bowman | $31,456 | Compensation | 0 |
| Christine Peterson | |||
| Christine is the sister of CFO Sasha Ruggles | $130,183 | Compensation | 0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $75,792 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 1 | The Board of Trustees may designate an Executive Committee composed of the President, Vice President and at least one other trustee designated by the Board of Trustees. Subject to the limitations prescribed by the North Dakota Century Code, the Executive Committee has the authority of the Board of Trustees in the management of the business of this corporation in the interval between meetings of the Board of Trustees and the Executive Committee is at all times subject to the control and direction of the Board of Trustees. |
| Form 990, Part VI, Section A, line 8b | The Organization has an Executive Committee, however it did not engage in 2013. |
| Form 990, Part VI, Section B, line 11 | The return is reviewed initially by the CEO, CFO, and Accountant. The return is then emailed to the Board of Directors for review and approval prior to being filed with the IRS. |
| Form 990, Part VI, Section B, line 12c | All officers, directors, and key employees are required to complete a conflict of interest form annually. The forms are reviewed initially by the CEO for potential conflicts. Any actual conflicts are reviewed by the Board of Directors. A person with a conflict is restricted from voting on related matters. |
| Form 990, Part VI, Section B, line 15 | A review of current salary surveys for CEOs provided by state associations is reviewed and a performance evaluation is completed by the Board of Directors. A fair compensation is set within the salary survey ranges supplied and as determined by the evaluation review by the Board of Directors. For the CFO, compensation is based on a performance evaluation as well as a review of current market rates through salary surveys for comparable sized facilities. The CEO completes the performance evaluation which is reviewed by Human Resources and if there is a need for a market rate adjustment, this is reviewed at the board level with discussion and data and then approved at that time. These processes take place on an annual basis and are documented in the board minutes. |
| Form 990, Part VI, Section C, line 19 | The Organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request. |
| Form 990, Part XI, line 9: | Auxiliary Net Income -3,180. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Southwest Healthcare Auxiliary | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 802 2nd St NW | AddressLine1 |
| City | Bowman | City |
| State | ND | State |
| ZIP Code | 58623 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 450458242 | EIN |
| Primary Activities | Charitable events to help raise funds for the SWHC facility | PrimaryActivitiesTxt |
| Legal Domicile State | ND | LegalDomicileStateCd |
| Total Income | $6,552 | TotalIncomeAmt |
| End Of Year Assets | $17,914 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Southwest Healthcare Services | BusinessNameLine1 |
Comments