SOUTHWEST GENERAL MEDICAL GROUP INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- SOUTHWEST GENERAL MEDICAL GROUP INC (EIN 34-1652755)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-13
- IRS object ID
- 201323179349302247
- Schema version
- 2012v2.2
- 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) |
|---|---|---|
| Timestamp | 2013-11-13T12:08:09-00:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 341652755 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOUTHWEST GENERAL MEDICAL GROUP INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SOUT | NameControl |
| Phone | 4408168071 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Marilyn McNamara MD | Name |
| Title | President | Title |
| Date Signed | 2013-08-08 | DateSigned |
| Authorize Third Party | false | AuthorizeThirdParty |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Marilyn McNamara MD | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| 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 | 12227293 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | swgeneral.com | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1990 | YearFormation |
| State Legal Domicile | OH | StateLegalDomicile |
| Activity Or Mission Description | 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 7 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 2 | NbrIndependentVotingMembers |
| Total Nbr Employees | 110 | TotalNbrEmployees |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 10304248 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 12227293 | ProgramServiceRevenueCY |
| Investment Income Current Year | 0 | InvestmentIncomeCurrentYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 10304248 | TotalRevenuePriorYear |
| Total Revenue Current Year | 12227293 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 9240185 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 10720923 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 5863561 | OtherExpensePriorYear |
| Other Expenses Current Year | 7363899 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 15103746 | TotalExpensesPriorYear |
| Total Expenses Current Year | 18084822 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -4799498 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -5857529 | RevenuesLessExpensesCY |
| Total Assets BOY | 2408568 | TotalAssetsBOY |
| Total Assets EOY | 3353784 | TotalAssetsEOY |
| Total Liabilities BOY | 2805063 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 3095603 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | -396495 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 258181 | NetAssetsOrFundBalancesEOY |
| Mission Description | Southwest General Medical Group, Inc. is comprised of separate medical practices with services in the areas of Womens Health, Psychiatry, Neurology, Internal Medicine, Oncology, Neurosurgery, Surgery, and Family Practice. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 16833025 | Expense |
| Revenue | 12227293 | Revenue |
| Description | Practice of Medicine | Description |
| Total Program Service Expense | 16833025 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | false | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | true | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 51 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 110 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 7 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 2 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | true | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | true | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | false | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Kelly Linson | NamePerson |
| Telephone Number | 4408168071 | TelephoneNumber |
Address US AddressUS
| 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 | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (12 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| Marilyn McNamara MD | ||||||||
| Director, President | 059.00 | 001.00 | X | X | 0 | 349629 | 319822 | |
| John Alton MD | ||||||||
| Director, Physician | 040.00 | X | 500862 | 0 | 108268 | |||
| Olga Kovacevic MD | ||||||||
| Director, Physician | 040.00 | X | 175726 | 0 | 69835 | |||
| Thomas A Selden | ||||||||
| Director | 059.00 | 001.00 | X | 0 | 607515 | 33470 | ||
| Mary Ann Freas | ||||||||
| Director | 059.00 | 001.00 | X | 0 | 330455 | 29262 | ||
| Raymond Wohl | ||||||||
| Director | 001.00 | X | 0 | 0 | 0 | |||
| G Mervin Ault | ||||||||
| Director | 001.00 | X | 0 | 0 | 0 | |||
| Leonard L Brzozowski | ||||||||
| Physician | 040.00 | 375833 | 0 | 32399 | X | |||
| Kimberly Kraus MD | ||||||||
| Physician | 040.00 | 470317 | 0 | 82963 | X | |||
| Gil Peleg MD | ||||||||
| Physician | 040.00 | 405790 | 0 | 81109 | X | |||
| Wenhui Zhu | ||||||||
| Physician | 040.00 | 326233 | 0 | 34145 | X | |||
| Sampath Ramanavarapu | ||||||||
| Physician | 040.00 | 470134 | 0 | 10167 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2724895 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 1287599 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 801440 | TotalOtherCompensation |
| Number Individuals GT100 K | 10 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| University Primary Care Practice | |||||
| PO Box 70328 | Cleveland | OH | 441900328 | Physician Services | 475459 |
| SS & G | |||||
| PO Box 39453 | Cleveland | OH | 441390453 | Billing/Management Svc | 826107 |
| Jackson Coker | |||||
| PO Box 277638 | Atlanta | GA | 303847638 | Physician Services | 451858 |
| Allscripts | |||||
| 24630 Network Place | Chicago | IL | 60673 | Billing/Management Svc | 223406 |
| University Hospital Health Systems | |||||
| PO Box 70328 | Cleveland | OH | 441900328 | Physician Services | 1222847 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 5 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Patient Care | Description |
| Total Revenue Column | 12227293 | TotalRevenueColumn |
| Related Or Exempt Function Income | 12227293 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 12227293 | TotalProgramServiceRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 12227293 | TotalRevenueColumn |
| Related Or Exempt Function Income | 12227293 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | X | InfoInScheduleOPartIX |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 525600 | Total |
| Program Services | 525600 | ProgramServices |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8537782 | Total |
| Program Services | 8537782 | ProgramServices |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 261327 | Total |
| Program Services | 261327 | ProgramServices |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 857024 | Total |
| Program Services | 857024 | ProgramServices |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 539190 | Total |
| Program Services | 539190 | ProgramServices |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 959245 | Total |
| Program Services | 3708 | ProgramServices |
| Management And General | 955536 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 106372 | Total |
| Program Services | 106372 | ProgramServices |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees For Services Prof Fundraising | FeesForServicesProfFundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2206856 | Total |
| Program Services | 2169627 | ProgramServices |
| Management And General | 37229 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25255 | Total |
| Program Services | 24715 | ProgramServices |
| Management And General | 540 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1144123 | Total |
| Program Services | 1121980 | ProgramServices |
| Management And General | 22143 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 235473 | Total |
| Program Services | 193680 | ProgramServices |
| Management And General | 41793 | ManagementAndGeneral |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 837041 | Total |
| Program Services | 699821 | ProgramServices |
| Management And General | 137219 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 70038 | Total |
| Program Services | 65449 | ProgramServices |
| Management And General | 4589 | ManagementAndGeneral |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 212200 | Total |
| Program Services | 200600 | ProgramServices |
| Management And General | 11600 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 779732 | Total |
| Program Services | 777370 | ProgramServices |
| Management And General | 2362 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| Billing, Collection PR processing fees | 12462 | 12462 | |
| Dues and subscriptions | 50841 | 48859 | 1982 |
| Tax Expense | 11534 | 11534 | |
| Miscellaneous Expense | 104706 | 80554 | 24152 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 608021 | Total |
| Program Services | 606905 | ProgramServices |
| Management And General | 1117 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18084822 | Total |
| Program Services | 16833025 | ProgramServices |
| Management And General | 1251796 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 160353 | BOY |
| EOY | 284947 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 677680 | BOY |
| EOY | 462453 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 379200 | BOY |
| EOY | 979289 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 2462005 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 1469770 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 820866 | BOY |
| EOY | 992235 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 370469 | BOY |
| EOY | 634860 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2408568 | BOY |
| EOY | 3353784 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1143576 | BOY |
| EOY | 1120260 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1661487 | BOY |
| EOY | 1975343 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2805063 | BOY |
| EOY | 3095603 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Do Not Follow SFAS117 | X | DoNotFollowSFAS117 |
Cap Stck Trst Prin Current Funds CapStckTrstPrinCurrentFunds
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 50000 | BOY |
| EOY | 50000 | EOY |
Paid In Cap Srpls Land Bldg Eqp Fund PaidInCapSrplsLandBldgEqpFund
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 53309353 | BOY |
| EOY | 59821557 | EOY |
Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -53755848 | BOY |
| EOY | -59613376 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -396495 | BOY |
| EOY | 258181 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2408568 | BOY |
| EOY | 3353784 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -5857529 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 6512205 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | true | AuditCommittee |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type2 | X | SupportingOrg509a3Type2 |
| Certification Checkbox | X | CertificationCheckbox |
| Contrib By Controlling Individual | false | ContribByControllingIndividual |
| Contribution By Related Party | false | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | false | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Southwest Gen Hlth Center | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 340753531 | EIN |
| Type Of Organization | 3 | TypeOfOrganization |
| Listed In Governing Doc | true | ListedInGoverningDoc |
| Supported Organization Notified | true | SupportedOrganizationNotified |
| Organized In US | true | OrganizedInUS |
| Amount | $0 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 1 | TotalNumberOfSupportedOrgs |
| Public Support Pertcentage170 | 0.00000 | PublicSupportPertcentage170 |
| Public Support Percentage509 | 0.00000 | PublicSupportPercentage509 |
| Investment Income Percentage | 0.00000 | InvestmentIncomePercentage |
| Facts And Circumstances Test | Part I Line 11 Southwest General Medical Group supports the Health Center by physician referrals, patient use of the Health Center facilities, inpatient and outpatient - any other medical services allowed by the Health Center. | FactsAndCircumstancesTest |
| General Explanation | Part I Line 11 Southwest General Medical Group supports the Health Center by physician referrals, patient use of the Health Center facilities, inpatient and outpatient - any other medical services allowed by the Health Center. | GeneralExplanation |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Included On FS | false | IncludedOnFS |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 269751 | OtherCostOrOtherBasis |
| Depreciation | 9394 | Depreciation |
| Book Value | 260357 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 493314 | OtherCostOrOtherBasis |
| Depreciation | 275582 | Depreciation |
| Book Value | 217732 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1698940 | OtherCostOrOtherBasis |
| Depreciation | 1184794 | Depreciation |
| Book Value | 514146 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 992235 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (2 entries)
| DescriptionDescription |
|---|
| Financial derivatives and other financial products |
| Closely-held equity interests |
Other Assets OtherAssets (3 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| Other Receivables | 215230 |
| Tax Deferred Annunity | 417351 |
| Goodwill less accum amortization | 2279 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 634860 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Federal income taxes | |
| Insurance Claims Reserve | $1,975,343 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 1975343 | TotalOfAmounts |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | X | Identifier |
| Return Reference | 2 | ReturnReference |
| 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. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | true | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | true | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (10 entries)
| TitleTitle | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Base Compensation Filing OrgBaseCompensationFilingOrg | Bonus Filing OrgBonusFilingOrg | Other Compensation Filing OrgOtherCompensationFilingOrg | Deferred Comp Filing OrgDeferredCompFilingOrg | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Total Compensation Filing OrgTotalCompensationFilingOrg |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Marilyn McNamara MD | ||||||||||||
| Director, President | 290077 | 30528 | 29024 | 301757 | 18065 | 669451 | ||||||
| Leonard L Brzozowski | ||||||||||||
| Physician | 373142 | 207 | 2484 | 15149 | 17250 | 408232 | ||||||
| Kimberly Kraus MD | ||||||||||||
| Physician | 453157 | 5957 | 11203 | 64286 | 18677 | 553280 | ||||||
| John Alton MD | ||||||||||||
| Director, Physician | 355550 | 95127 | 50184 | 90654 | 17614 | 609129 | ||||||
| Gil Peleg MD | ||||||||||||
| Physician | 373745 | 30207 | 1838 | 59692 | 21417 | 486899 | ||||||
| Olga Kovacevic MD | ||||||||||||
| Director, Physician | 170050 | 207 | 5468 | 51947 | 17888 | 245560 | ||||||
| Thomas A Selden | ||||||||||||
| Director | 402401 | 95200 | 109914 | 18922 | 14548 | 640985 | ||||||
| Mary Ann Freas | ||||||||||||
| Director | 283123 | 31445 | 15887 | 15452 | 13810 | 359717 | ||||||
| Wenhui Zhu | ||||||||||||
| Physician | 309126 | 207 | 16900 | 7500 | 13972 | 347705 | ||||||
| Sampath Ramanavarapu | ||||||||||||
| Physician | 436708 | 30206 | 3220 | 10167 | 480301 | |||||||
Form990 Schedule J Part III Form990ScheduleJPartIII (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| I | 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. |
| I | 4b | Thomas Selden - supplemental nonqualified retirement plan 32,600.00. Marilyn McNamara - supplemental nonqualified retirement plan 15,681.00. Mary Ann Freas - supplemental nonqualified retirement plan 13,875.00. |
| I | 5 | 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. |
| I | 6 | 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
General Explanation GeneralExplanation (11 entries)
| ExplanationExplanation |
|---|
| 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, a Secretary and a 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, the 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 11, 2013. 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 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 questionnaire 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 impermissable private benefit and whether agreements to provide health care and 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 Marilyn McNamara, Thomas Selden and Mary Ann Freas each devote approximately 38 hours per week to related organizations. The related organization - Southwest General Health Center is where the majority of their time is spent. |
| Form 990 Part IX Line Line 11g Other Fees 2,206,856 - Other Purchased Services |
| Form 990 Part XI Line Line 9 6,512,205 represents the change in paid in capital from the beginning of the year. 59,821,557 EOY - 53,309,353 BOY. |
| Form 990 Part XII Line Line 2a In the course of preparing the audit report, the independent auditors reviewed the organizations financial statements. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (4 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg | Direct Controlling Entity NADirectControllingEntityNA |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | |
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Southwest Holdings Inc | BusinessNameLine1 |
Address US AddressUS
| 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 Activity | Retail Pharmacy | PrimaryActivity |
| Legal Domicile State | OH | LegalDomicileState |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Type Of Entity | C Corp | TypeOfEntity |
| Controlled Org | false | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | false | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | true | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | true | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | true | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | true | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |