SOUTHWEST HEALTH CENTER INC: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- SOUTHWEST HEALTH CENTER INC (EIN 39-1370626)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-05-14
- IRS object ID
- 201221359349301342
- Schema version
- 2010v3.4
- 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 C
- Schedule D
- Schedule H
- Schedule J
- Schedule K
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-14T09:31:05-05:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WIPFLI LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3703 OAKWOOD HILLS PARKWAY/PO BOX 6 | AddressLine1 |
| City | EAU CLAIRE | City |
| State | WI | State |
| ZIP Code | 547020690 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391370626 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOUTHWEST HEALTH CENTER INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SOUT | NameControl |
| Phone | 6083482331 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1400 EAST SIDE RD | AddressLine1 |
| City | PLATTEVILLE | City |
| State | WI | State |
| ZIP Code | 538189800 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MIKE GUTSCH | Name |
| Title | CFO | Title |
| Phone | 6083482331 | Phone |
| Date Signed | 2012-05-11 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PAUL M TRACZEK CPA | Name |
| Phone | 7158323407 | Phone |
| Date Prepared | 2012-05-11 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | DAN ROHRBACH | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1400 EAST SIDE RD | AddressLine1 |
| City | PLATTEVILLE | City |
| State | WI | State |
| ZIP Code | 538189800 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 41421190 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.SOUTHWESTHEALTH.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1981 | YearFormation |
| State Legal Domicile | WI | StateLegalDomicile |
| Activity Or Mission Description | SOUTHWEST HEALTH CENTER OFFERS AN INTEGRATED CONTINUUM OF HEALTH CARE SERVICES. AS THE PROVIDER OF CHOICE OF THE PEOPLE OF SOUTHWEST WISCONSIN, VALUE IS OUR DRIVING FORCE. CONTINUALLY IMPROVING OUR SERVICES ENABLES US TO SURPASS EXPECTATIONS WHILE ACHIEVING COST-EFFECTIVE CLINICAL QUALITY. IN COLLABORATION WITH OUR COMMUNITY, AREA PHYSICIANS, AND OTHERS, WE RESPOND TO NEEDS BY MAINTAINING A FISCALLY STRONG ORGANIZATION THAT ENSURES A MEANINGFUL IMPACT ON THE LIVES OF THOSE WE SERVE. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 9 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 9 | NbrIndependentVotingMembers |
| Total Nbr Employees | 472 | TotalNbrEmployees |
| Total Nbr Volunteers | 49 | TotalNbrVolunteers |
| Total Gross UBI | 15688 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -23833 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 36405 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 112382 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 31162642 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 31666320 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 443123 | InvestmentIncomePriorYear |
| Investment Income Current Year | 979157 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 408229 | OtherRevenuePriorYear |
| Other Revenue Current Year | 328359 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 32050399 | TotalRevenuePriorYear |
| Total Revenue Current Year | 33086218 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 14161801 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 13971216 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 16379891 | OtherExpensePriorYear |
| Other Expenses Current Year | 17009157 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 30541692 | TotalExpensesPriorYear |
| Total Expenses Current Year | 30980373 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1508707 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 2105845 | RevenuesLessExpensesCY |
| Total Assets BOY | 57888440 | TotalAssetsBOY |
| Total Assets EOY | 61408799 | TotalAssetsEOY |
| Total Liabilities BOY | 27754037 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 27495872 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 30134403 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 33912927 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | CARING FOR LIFE. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 21465156 | Expense |
| Revenue | 24551259 | Revenue |
| Description | SOUTHWEST HEALTH CENTER, INC. (THE "ORGANIZATION")PROVIDES INPATIENT, OUTPATIENT, AND EMERGENCY HEALTH CARE SERVICES AND OTHER FINANCIAL SUPPORT THROUGH VARIOUS PROGRAMS THAT ARE DESIGNED, AMONG OTHER MATTERS, TO ENHANCE THE HEALTH OF THE COMMUNITY INCLUDING THE HEALTH OF LOW INCOME PATIENTS. CONSISTENT WITH THE MISSION OF THE ORGANIZATION, CARE IS PROVIDED TO PATIENTS REGARDLESS OF THEIR ABILITY TO PAY, INCLUDING PROVIDING SERVICES TO THOSE PERSONS WHO ARE EITHER UNDERINSURED OR WHO CANNOT AFFORD HEALTH INSURANCE BECAUSE OF INADEQUATE RESOURCES. HEALTH CARE SERVICES TO PATIENTS UNDER GOVERNMENT PROGRAMS, SUCH AS MEDICAID HOSPITAL SERVICES, ARE ALSO CONSIDERED PART OF THE ORGANIZATION'S BENEFIT PROVIDED TO THE COMMUNITY, SINCE A SUBSTANTIAL PORTION OF SUCH SERVICES ARE REIMBURSED AT AMOUNTS LESS THAN THE COSTS OF PROVIDING CARE. PATIENTS WHO MEET CERTAIN CRITERIA FOR CHARITY CARE, GENERALLY BASED ON FEDERAL POVERTY GUIDELINES, ARE PROVIDED CARE AT A SIGNIFICANTLY REDUCED RATE, DETERMINED BASED ON QUALIFYING CRITERIA AS DEFINED IN THE ORGANIZATION'S CHARITY CARE POLICY AND FROM APPLICATIONS COMPLETED BY PATIENTS AND THEIR FAMILIES. THE AMOUNT OF CHARGES FORGONE FOR SERVICES AND SUPPLIES FURNISHED UNDER THIS POLICY FOR 2011 TOTALED $542,129. IN ADDITION, DISCOUNTS TO THE MEDICAID PROGRAM FOR HOSPITAL SERVICES AMOUNTED TO $5,497,873. (SEE ADDITIONAL INFORMATION ON THE COST TO THE HOSPITAL OF PROVIDING SERVICES TO MEDICAID AND CHARITY CARE RECIPIENTS IN SCHEDULE H OF THE FORM 990.)BENEFITS FOR SERVING THE COMMUNITY ALSO INCLUDE:- A COMMUNITY HEALTH INFORMATION NEWSLETTER THAT CONTAINS A BROAD RANGE OF PRACTICAL INFORMATION TO IMPROVE HEALTH AND WELLNESS AND IS MAILED TO 15,000+ LOCAL HOUSEHOLDS- OFFERING HEALTH SCREENINGS AND INFORMATION TO HUNDREDS OF AREA CONSUMERS OVER 65 YEARS OLD AT LOCAL SENIOR HEALTH FAIRS- A DIABETES HEALTH FAIR THAT EDUCATES THE COMMUNITY ON THIS DISEASE- A DIABETES MONTHLY SUPPORT GROUP- PROVIDING OF SPACE FOR AN AEROBICS CLASS THAT IS HELD TWICE PER WEEK- A WEEKLY HEALTH INFORMATION COLUMN IN A LOCAL NEWSPAPER- SPONSOR OF A PUBLIC WOMEN'S DAY THAT PROVIDED HEALTH INFORMATION- HOSTING OF A WEBSITE WITH IMPORTANT HEALTH INFORMATION- PROMOTION OF A HEALTH RESOURCE CENTER THAT PROVIDES PATIENTS, FAMILY MEMBERS, AND COMMUNITY MEMBERS ANSWERS TO HEALTH QUESTIONS AND OTHER RESOURCES TO HELP THEM LEARN ABOUT ANY HEALTH TOPIC- SPONSORING OF SEGMENTS ON LOCAL RADIO THAT PROVIDE WELLNESS FACTS AND INFORMATION TO THE COMMUNITYFOR 2011, TOTAL HOSPITAL PATIENT DAYS WERE 2,948 AND TOTAL OUTPATIENT ENCOUNTERS WERE 38,097. SOME KEY STATISTICS INCLUDED IN THESE TOTALS WERE 1,894 ACUTE INPATIENT DAYS, 729 SWING BED INPATIENT DAYS, 295 NURSERY DAYS, AND 9,698 EMERGENCY ROOM VISITS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 2611245 | Expense |
| Revenue | 3635665 | Revenue |
| Description | THE ORGANIZATION'S NURSING HOME PROVIDES LONG TERM CARE SERVICES FOR THE AGED AND DISABLED MEMBERS OF THE COMMUNITY. HEALTH CARE SERVICES TO MEDICAID NURSING HOME RESIDENTS, ARE CONSIDERED PART OF THE ORGANIZATION'S BENEFIT PROVIDED TO THE COMMUNITY, SINCE A SUBSTANTIAL PORTION OF SUCH SERVICES ARE REIMBURSED AT AMOUNTS LESS THAN THE COSTS OF PROVIDING CARE. FOR 2011, TOTAL NURSING HOME RESIDENT DAYS WERE 26,446. INCLUDED IN THIS TOTAL WAS 16,565 DAYS FOR RESIDENTS COVERED UNDER THE MEDICAID AND FAMILY CARE PROGRAMS.THE NURSING HOME OFFERS SKILLED NURSING CARE IN BOTH SHORT-TERM REHABILITATION PROGRAMS AND LONG-TERM CARE RESIDENT PROGRAMS. SOME OF THE SPECIALIZED CARE SERVICES OFFERED INCLUDE IV THERAPY CARE, WOUND CARE, PAIN MANAGEMENT, PHYSICAL THERAPY, OCCUPATIONAL THERAPY, AND SPEECH THERAPY AMONG MANY OF THE CARE PROGRAMS PROVIDED. THE NURSING HOME OPERATES IN CONJUNCTION WITH THE HOSPITAL TO PROVIDE A SMOOTH TRANSITION FOR PATIENTS NEEDING EXTENDED REHABILITATION OR LONG-TERM CARE SERVICES. THE COOPERATION OF FACILITIES ALSO ALLOWS THE ORGANIZATION TO SHARE MANY DEPARTMENTS AND SERVICES IN SOUTHWEST HEALTH CENTER'S CONTINUED EFFORT TO PROVIDE HIGH QUALITY AND LOW COST CARE TO THE COMMUNITY.BASED ON THE 2011 MEDICARE COST REPORT, ADDITIONAL EXPENSES OF APPROXIMATELY $2,017,072 WERE ALLOCATED TO THE NURSING HOME THAT ARE INCLUDED IN THE HOSPITAL'S EXPENSES ON LINE 4A OF PART III OF THE 990, AND THESE EXPENSES INCLUDE ALLOCATIONS FOR EMPLOYEE BENEFITS, ADMINISTRATIVE FUNCTIONS, BUILDING DEPRECIATION, DIETARY, AND OTHER SHARED OVERHEAD EXPENSES. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 2121805 | Expense |
| Revenue | 2779005 | Revenue |
| Description | THE ORGANIZATION PROVIDES BEHAVIORAL HEALTH SERVICES IN THE FORM OF INPATIENT, OUTPATIENT, AND CLINICAL COUNSELING SETTINGS WITH A FOCUS ON SENIOR BEHAVORIAL SCIENCES AT THE "SENIOR BEHAVORIAL SCIENCES" (SBS) CENTER. THE PRIMARY PATIENTS SERVED BY THIS CENTER ARE PATIENTS OVER THE AGE OF 55 AND ARE PRIMARILY MEDICARE AND MEDICAID PROGRAM BENEFICIARES WHICH OFTEN REIMBURSE THE ORGANIZATION AT RATES BELOW THE COST OF TREATING THESE PATIENTS. HOWEVER, THE ORGANIZATION FEELS THAT IT IS THEIR MISSION IN THE COMMUNITY TO PROVIDE THESE SERVICES TO PATIENTS IN NEED. THE SBS OPERATES OUT OF A MODERN FACILITY IN PLATTEVILLE, WISCONSIN WHICH WAS CONSTRUCTED IN 2009. THE SBS IS PROUD TO OFFER THESE SERVICES IN A MODERN FACILITY AT A TIME WHEN MANY DISTINCT PART PSYCHIATRIC UNITS ARE CLOSING DUE TO POOR REIMBURSEMENT FROM THIRD-PARTY PAYORS. THROUGH A GRANT PROVIDED BY THE HELEN BADER FOUNDATION, SBS ALSO OFFERS A MEMORY CLINIC TO WORK WITH SENIOR PATIENTS WHO ARE HAVING DIFFICULTIES WITH MEMORY AS THEY CONTINUE TO WORK TO LIVE ON THEIR OWN AS LONG AS POSSIBLE. THE SBS CENTER IS STAFFED BY A FULL-TIME PYSCHIATRIST, A NURSE PRACTITIONER, AND PROFESSIONAL NURSING AND SOCIAL SERVICES STAFF. PATIENTS OF THE SBS ALSO HAVE FULL ACCESS TO ALL OF THE DIAGNOSTIC, THERAPY, AND EMERGENCY SERVICES OF THE SOUTHWEST HEALTH CENTER HOSPITAL.THE TOTAL SBS CENTER PATIENT DAYS WERE 2,593 IN 2011.BASED ON THE 2011 MEDICARE COST REPORT, ADDITIONAL EXPENSES OF APPROXIMATELY $420,915 WERE ALLOCATED TO THE SBS CENTER THAT ARE INCLUDED IN THE HOSPITAL'S EXPENSES ON LINE 4A OF PART III OF THE 990, AND THESE EXPENSES INCLUDE ALLOCATIONS FOR EMPLOYEE BENEFITS, ADMINISTRATIVE FUNCTIONS, BUILDING DEPRECIATION, DIETARY, AND OTHER SHARED OVERHEAD EXPENSES. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 630785 | Expense |
| Revenue | 684703 | Revenue |
| Description | THE ORGANIZATION ALSO OPERATES A HOSPICE PROGRAM. HOSPICE SERVICES ARE OFFERED IN GRANT, IOWA, LAFAYETTE, AND RICHLAND COUNTIES IN WISCONSIN, AND IN A VARIETY OF SETTINGS, INCLUDING THE PATIENTS HOME, A HOSPITAL, A NURSING HOME OR RESIDENTIAL CARE FACILITY, OR A PRIVATE HOSPICE FACILITY. HOSPICE CARE TREATS THE PERSON RATHER THAN THE DISEASE AND FOCUSES ON MANAGING SYMPTOMS SO THAT A PATIENT'S LAST DAYS ARE DIGNIFIED. FOR FISCAL YEAR 2011, A TOTAL OF 5,555 UNDUPLICATED DAYS OF CARE WERE PROVIDED TO HOSPICE PATIENTS.BASED ON THE 2011 MEDICARE COST REPORT, ADDITIONAL EXPENSES OF APPROXIMATELY $288,484 WERE ALLOCATED TO THE HOSPICE PROGRAM THAT ARE INCLUDED IN THE HOSPITAL'S EXPENSES ON LINE 4A OF PART III OF THE 990, AND THESE EXPENSES INCLUDE ALLOCATIONS FOR EMPLOYEE BENEFITS, ADMINISTRATIVE FUNCTIONS, BUILDING DEPRECIATION, DIETARY, AND OTHER SHARED OVERHEAD EXPENSES. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 630785 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 684703 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 26828991 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 1 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 1 | Hospital |
| Financial Stmt Attached | 1 | FinancialStmtAttached |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 1 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 14 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 472 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 9 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 9 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | MIKE GUTSCH | NamePerson |
| Telephone Number | 6083482331 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1400 EAST SIDE RD | AddressLine1 |
| City | PLATTEVILLE | City |
| State | WI | State |
| ZIP Code | 538189800 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (16 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| JAMES SCHNELLER | |||||||
| BOARD CHAIR | 2.00 | X | 0 | 0 | 0 | ||
| PATRICK CLARE | |||||||
| VICE-CHAIRMAN | 2.00 | X | 0 | 0 | 0 | ||
| DOUGLAS ROGERS | |||||||
| TREASURER | 2.00 | X | 0 | 0 | 0 | ||
| WILLIAM VAN DEEST | |||||||
| SECRETARY | 2.00 | X | 0 | 0 | 0 | ||
| MICHAEL CONNOLLY MD | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| RITA ELVER | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| DUANE FORD | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| EMMY PROBST | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| JOHN STREICH | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| MEENAKSHI MASKI MD | |||||||
| EX-OFFICIO | 2.00 | X | 0 | 0 | 0 | ||
| KEVIN CARR MD | |||||||
| EX-OFFICIO | 2.00 | X | 0 | 0 | 0 | ||
| ANNE KLAWITER | |||||||
| CEO (THRU 04/11) | 40.00 | 0 | 268320 | 0 | X | ||
| DUNLOP ECKER | |||||||
| INTERIM CEO (EFFECTIVE 04/11) | 40.00 | 0 | 0 | 0 | X | ||
| MIKE GUTSCH | |||||||
| CFO | 50.00 | 150338 | 0 | 22734 | X | ||
| TERRANCE NORTON JR | |||||||
| PSYCHIATRIST | 40.00 | 222679 | 0 | 25891 | X | ||
| LISA SCHWEITZER | |||||||
| PATIENT SERVICES ADMINISTRATOR | 40.00 | 108577 | 0 | 20862 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 481594 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 268320 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 69487 | TotalOtherCompensation |
| Number Individuals GT100 K | 3 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 1 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| ACUTE CARE INC | |||||
| PO BOX 4130 | DES MOINES | IA | 50333 | ER PHYSICIAN COVERAGE | 1521691 |
| SHARED IMAGING SERVICES | |||||
| 915 17TH STREET | PRAIRIE DU SAC | WI | 53578 | RADIOLOGY SERVICES | 793957 |
| HORIZON MENTAL HEALTH MGMT | |||||
| PO BOX 910214 | DALLAS | TX | 753910214 | BEHAVIORAL HEALTH SERVICES | 660354 |
| CMT ANESTHESIA LLC | |||||
| 4834 HWY 151 SOUTH | PLATTEVILLE | WI | 53818 | ANESTHESIA SERVICES | 522300 |
| HEALTHTECH MANAGEMENT SERVICES INC | |||||
| 405 DUKE DRIVE SUITE 210 | FRANKLIN | TN | 37067 | ADMINISTRATIVE SERVICES | 486103 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 15 | NumberOfContractorsGT100K |
| Related Organizations | 35356 | RelatedOrganizations |
| Government Grants | 63662 | GovernmentGrants |
| All Other Contributions | 13364 | AllOtherContributions |
| Total Contributions | 112382 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| HOSPITAL PATIENT REVEN | 621990 | 24450170 | 24450170 |
| NURSING HOME REVENUE | 623000 | 3635665 | 3635665 |
| PSYCHIATRIC REVENUE | 623990 | 2779005 | 2779005 |
| HOSPICE REVENUE | 621990 | 684703 | 684703 |
| CAFETERIA REVENUE | 621990 | 101089 | 101089 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 15688 | TotalRevenueColumn |
| Unrelated Business Revenue | 15688 | UnrelatedBusinessRevenue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 31666320 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 499954 | TotalRevenueColumn |
| Exclusion | $499,954 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 780578 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 452219 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 328359 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 328359 | TotalRevenueColumn |
| Exclusion | $328,359 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 8354767 | Securities |
| Other | 7189 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 7870897 | Securities |
| Other | 11856 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 483870 | Securities |
| Other | -4667 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 479203 | TotalRevenueColumn |
| Exclusion | $479,203 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 33086218 | TotalRevenueColumn |
| Related Or Exempt Function Income | 31650632 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 15688 | UnrelatedBusinessRevenue |
| Exclusion | $1,307,516 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 469854 | Total |
| Management And General | 469854 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10670176 | Total |
| Program Services | 9483201 | ProgramServices |
| Management And General | 1186975 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 385067 | Total |
| Program Services | 342231 | ProgramServices |
| Management And General | 42836 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1668331 | Total |
| Program Services | 1482742 | ProgramServices |
| Management And General | 185589 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 777788 | Total |
| Program Services | 683319 | ProgramServices |
| Management And General | 94469 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 162605 | Total |
| Management And General | 162605 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 102335 | Total |
| Management And General | 102335 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 212814 | Total |
| Management And General | 212814 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5636954 | Total |
| Program Services | 5094971 | ProgramServices |
| Management And General | 541983 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 262611 | Total |
| Management And General | 262611 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 149399 | Total |
| Program Services | 30768 | ProgramServices |
| Management And General | 118631 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 190047 | Total |
| Management And General | 190047 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3371213 | Total |
| Program Services | 3102763 | ProgramServices |
| Management And General | 268450 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 111957 | Total |
| Program Services | 24895 | ProgramServices |
| Management And General | 87062 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 50888 | Total |
| Program Services | 34219 | ProgramServices |
| Management And General | 16669 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2171241 | Total |
| Program Services | 2171241 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 103968 | Total |
| Program Services | 103968 | ProgramServices |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| SUPPLIES | 2307510 | 2155410 | 152100 |
| PHARMACUETICALS | 1048635 | 1048635 | |
| BAD DEBT EXPENSE | 1004354 | 1004354 | |
| MISCELLANEOUS EXPENSE | 122626 | 66274 | 56352 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30980373 | Total |
| Program Services | 26828991 | ProgramServices |
| Management And General | 4151382 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 42964 | BOY |
| EOY | 2163 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7364027 | BOY |
| EOY | 4237167 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4989566 | BOY |
| EOY | 4868720 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 568906 | BOY |
| EOY | 543578 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 601581 | BOY |
| EOY | 565638 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 49532477 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 20588776 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30607803 | BOY |
| EOY | 28943701 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12786720 | BOY |
| EOY | 21315809 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 926873 | BOY |
| EOY | 932023 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 57888440 | BOY |
| EOY | 61408799 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2523024 | BOY |
| EOY | 2670695 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 111013 | BOY |
| EOY | 65177 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24720000 | BOY |
| EOY | 24360000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 400000 | BOY |
| EOY | 400000 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27754037 | BOY |
| EOY | 27495872 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30006820 | BOY |
| EOY | 33761701 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 47552 | BOY |
| EOY | 60916 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 80031 | BOY |
| EOY | 90310 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30134403 | BOY |
| EOY | 33912927 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 57888440 | BOY |
| EOY | 61408799 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 2105845 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 1672679 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital170b1 Aiii | X | Hospital170b1Aiii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | Volunteers |
| Paid Staff Or Management | 0 | PaidStaffOrManagement |
| Media Advertisements | 0 | MediaAdvertisements |
| Mailings Members | 0 | MailingsMembers |
| Publications Or Broadcast | 0 | PublicationsOrBroadcast |
| Grants Other Organizations | 0 | GrantsOtherOrganizations |
| Direct Contact Legislators | 0 | DirectContactLegislators |
| Rallies Demonstrations | 0 | RalliesDemonstrations |
| Other Activities | 1 | OtherActivities |
| Other Activities | $5,825 | OtherActivitiesAmount |
| Total Lobbying Expenditures IIB | 5825 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | 0 | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | EXPLANATION OF OTHER LOBBYING ACTIVITIES: | Identifier |
| Return Reference | PART II-B, LINE 1I: | ReturnReference |
| Explanation | SOUTHWEST HEALTH CENTER PAYS ANNUAL ASSOCIATION MEMBERSHIP DUES TO THE AMERICAN HOSPITAL ASSOCIATION (AHA) AND THE WISCONSIN HOSPITAL ASSOCIATION (WHA). THESE DUES ARE PAID PRIMARILY TO ACCESS EDUCATIONAL MATERIALS AND FOR STAFF TRAINING AND MATERIALS. AHA AND WHA HAVE NOTIFIED SOUTHWEST HEALTH CENTER THAT APPROXIMATELY $2,877 OF THE ANNUAL DUES WERE USED IN CONJUNCTION WITH LOBBYING ACTIVITIES WITH THE GOAL OF IMPROVING THE OVERALL HEALTHCARE ENVIRONMENT. SOUTHWEST HEALTH CENTER IS ALSO A MEMBER OF THE RURAL WISCONSIN HEALTH COOPERATIVE (RWHC). EACH YEAR, SOUTHWEST HEALTH CENTER PAYS MEMBERSHIP FEES TO RWHC. RWHC PROVIDES SUPPORT SERVICES FOR A NUMBER OF ITS MEMBER HOSPITALS THROUGHOUT THE STATE OF WISCONSIN. SOME OF THE MANY SERVICES PROVIDED TO MEMBER HOSPITALS INCLUDE PROVIDING ASSISTANCE TO ORGANIZATIONS IN FINDING GRANT FUNDING FOR NEW PROGRAMS, LEGAL SERVICES, REIMBURSEMENT REVIEW SERVICES, ACCOUNTING ASSISTANCE, CONTRACTING FOR THERAPIST AND EMERGENCY ROOM PATIENT CARE COVERAGE, AND ADMINISTRATIVE CONSULTING SERVICES. AS A PART OF THESE SERVICES, RWHC ALSO DOES PROVIDE ANALYSIS OF CURRENT HEALTHCARE ISSUES IN AN EFFORT TO PROMOTE AND BETTER HEALTHCARE FOR HOSPITALS IN RURAL COMMUNITIES THROUGHOUT WISCONSIN. ONE OF THESE EFFORTS ALSO INCLUDES SOME LOBBYING ON THE PART OF THE MEMBER ORGANIZATIONS. RWHC DETERMINED THAT APPROXIMATELY $2,948 OF THE FEES PAID BY SOUTHWEST HEALTH CENTER IN 2011 RELATED TO LOBBYING ACTIVITIES WITH THE GOAL OF IMPROVING THE HEALTHCARE ENVIRONMENT IN THE STATE OF WISCONSIN. | Explanation |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 80031 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 10279 | InvestmentEarningsOrLosses |
| End Of Year Balance | 90310 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributions | 66537 | Contributions |
| Investment Earnings Or Losses | 13494 | InvestmentEarningsOrLosses |
| End Of Year Balance | 80031 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1226277 | OtherCostOrOtherBasis |
| Book Value | 1226277 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 34392908 | OtherCostOrOtherBasis |
| Depreciation | 10283371 | Depreciation |
| Book Value | 24109537 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 31921 | OtherCostOrOtherBasis |
| Depreciation | 8246 | Depreciation |
| Book Value | 23675 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 13642269 | OtherCostOrOtherBasis |
| Depreciation | 10137181 | Depreciation |
| Book Value | 3505088 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 239102 | OtherCostOrOtherBasis |
| Depreciation | 159978 | Depreciation |
| Book Value | 79124 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 28943701 | TotalOfBookValueLandBuildings |
Investments Program Related InvestmentsProgramRelated (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| BOARD DESIGNATED FUNDS FOR CAPITAL IMPROVEMENTS | 19349877 | F |
| DEBT SERVICE RESERVE FUNDS | 1965932 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Program Related | 21315809 | TotalOfBookValueProgramRelated |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ESTIMATED AMOUNTS PAYABLE TO REIMBURSEMENT PROGRAM | Description |
| Amount | $400,000 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 400000 | TotalOfAmounts |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | THE ENDOWMENT FUNDS REPRESENT THE HEALTH CENTER'S INTEREST IN AN IRREVOCABLE TRUST. THE HEALTH CENTER RECEIVES INCOME FROM THE ENDOWMENT ON AN ANNUAL BASIS AND THIS INCOME IS USED TO SUPPORT OPERATIONS OF THE HEALTH CENTER. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | SOUTHWEST HEALTH CENTER, INC. AND SOUTHWEST HEALTH CENTER FOUNDATION, INC. ARE NONPROFIT CORPORATIONS AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND ARE EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. THEY ARE ALSO EXEMPT FROM STATE INCOME TAXES ON RELATED INCOME. THE OTHER SUBSIDIARIES OF THE HEATH CENTER ARE TAXABLE CORPORATIONS AND INCLUDE SOUTHWEST MEDICAL SERVICES, INC.; SOUTHWEST SENIOR ENTERPRISES, INC.; SOUTHWEST WISCONSIN HEALTH COOPERATIVE, INC.; AND UNITED PHYSICIANS, INC. THE HEALTH CENTER ANNUALLY EVALUATES THE ACTIVITY IN THESE TAXABLE SUBSIDIARIES TO DETERMINE ANY NEED FOR AN ESTIMATED PROVISION OR CREDIT FOR INCOME TAXES OR RELATED DEFERRED TAX ASSETS OR LIABILITIES. IF ANY TAX PROVISIONS OR CREDITS ARE DETERMINED TO BE NECESSARY, THE HEALTH CENTER RECORDS THESE AMOUNTS IN THE CONSOLIDATED FINANCIAL STATEMENTS. DEFERRED INCOME TAXES ARE PROVIDED UNDER THE LIABILITY METHOD. DEFERRED TAX ASSETS AND LIABILITIES ARE DETERMINED BASED UPON THE DIFFERENCE BETWEEN THE FINANCIAL STATEMENT AND TAX BASES OF ASSETS AND LIABILITIES, AS MEASURED BY THE ENACTED TAX RATES WHICH WILL BE IN EFFECT WHEN THESE DIFFERENCES ARE EXPECTED TO REVERSE. THE PROVISION OR CREDIT FOR DEFERRED TAXES IS THE RESULT OF CHANGES IN THE DEFERRED TAX ASSETS AND LIABILITIES. IN ORDER TO ACCOUNT FOR ANY UNCERTAIN TAX POSITIONS, THE HEALTH CENTER ASSESSES WHETHER IT IS MORE LIKELY THAN NOT THAT A TAX POSITION WILL BE SUSTAINED UPON EXAMINATION OF THE TECHNICAL MERITS OF THE POSITION, ASSUMING THE TAX AUTHORITY HAS FULL KNOWLEDGE OF ALL INFORMATION. IF THE TAX POSITION DOES NOT MEET THE MORE-LIKELY-THAN-NOT RECOGNITION THRESHOLD, THE BENEFIT OF TAX POSITION IS NOT RECOGNIZED IN THE CONSOLIDATED FINANCIAL STATEMENTS. THE HEALTH CENTER'S POLICY IS TO RECOGNIZE INTEREST AND PENALTIES RELATED TO INCOME TAX MATTERS IN INCOME TAX EXPENSE WHEN INCURRED. AS OF JUNE 30, 2011 AND 2010, THERE WERE NO MATERIAL TAX PENALTIES, OR INTEREST RELATED TO TAX PENALTIES, RECORDED BY THE HEALTH CENTER IN THE CONSOLIDATED FINANCIAL STATEMENTS. THE HEALTH CENTER RECORDED NO ASSETS OR LIABILITIES FOR UNCERTAIN TAX POSITIONS OR UNRECOGNIZED BENEFITS IN 2011 AND 2010. FEDERAL RETURNS FOR THE YEARS ENDED JUNE 30, 2008, AND BEYOND REMAIN SUBJECT TO EXAMINATION BY THE IRS. |
Schedule H IRS990ScheduleH
| Field | Value | IRS element (for citing) |
|---|---|---|
| Charity Care Policy | 1 | CharityCarePolicy |
| Written Policy | 1 | WrittenPolicy |
| Policy Applied To All Hospitals | X | PolicyAppliedToAllHospitals |
| FPG Reference Free Care | 0 | FPGReferenceFreeCare |
| FPG Reference Discounted Care | 1 | FPGReferenceDiscountedCare |
| Pcent300 | X | Pcent300 |
| Free Disc Care Medically Indigent | 1 | FreeDiscCareMedicallyIndigent |
| Amounts Budgeted For Charity Care | 1 | AmountsBudgetedForCharityCare |
| Expenses Exceeded Budget | 0 | ExpensesExceededBudget |
| Annual Community Benefit Report | 1 | AnnualCommunityBenefitReport |
| Report Publically Available | 1 | ReportPublicallyAvailable |
Charity Care At Cost CharityCareAtCost
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 298242 | TotalCommunityBenefitExpense |
| Net Community Benefit Expense | 298242 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00990 | PercentOfTotalExpense |
Unreimbursed Medicaid UnreimbursedMedicaid
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 5480316 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 4777925 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 702391 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.02340 | PercentOfTotalExpense |
Total Charity Care TotalCharityCare
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 5778558 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 4777925 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 1000633 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.03330 | PercentOfTotalExpense |
Community Health Services CommunityHealthServices
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 85695 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 5439 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 80256 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00270 | PercentOfTotalExpense |
Subsidized Health Services SubsidizedHealthServices
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 2319818 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 1713566 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 606252 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.02020 | PercentOfTotalExpense |
Total Other Benefits TotalOtherBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 2405513 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 1719005 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 686508 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.02290 | PercentOfTotalExpense |
Total Community Benefits TotalCommunityBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 8184071 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 6496930 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 1687141 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.05620 | PercentOfTotalExpense |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | 0 | BadDebtExpenseReported |
| Bad Debt Expense | $552,526 | BadDebtExpenseAmount |
| Amount Attributable To | 276263 | AmountAttributableTo |
| Amount Reimbursed By Medicare | 6925798 | AmountReimbursedByMedicare |
| Cost Of Care Reimbursed By Medicare | 6805023 | CostOfCareReimbursedByMedicare |
| Medicare Surplus Or Shortfall | 120775 | MedicareSurplusOrShortfall |
Costing Methodology Used CostingMethodologyUsed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | X | Other |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Debt Collection Policy | 1 | WrittenDebtCollectionPolicy |
| Provision For Charity Care | 1 | ProvisionForCharityCare |
| Number Of Hospital Facilities | 2 | NumberOfHospitalFacilities |
Form990 Schedule H Part V Section A Form990ScheduleHPartVSectionA (2 entries)
| Facility NumberFacilityNumber | Address Line1Address/AddressLine1 | CityAddress/City | StateAddress/State | ZIP CodeAddress/ZIPCode | Licensed HospitalLicensedHospital | General Medical And SurgicalGeneralMedicalAndSurgical | Critical Access HospitalCriticalAccessHospital | Er24 HoursEr24Hours | Er OtherErOther | OtherOther |
|---|---|---|---|---|---|---|---|---|---|---|
| SOUTHWEST HEALTH CENTER INC | ||||||||||
| 1 | 1400 EAST SIDE ROAD | PLATTEVILLE | WI | 53818 | X | X | X | X | ||
| SOUTHWEST HEALTH CENTER INC | ||||||||||
| 2 | 1185 NORTH ELM STREET | PLATTEVILLE | WI | 53818 | X | X | PSYCHIATRIC HOSPITAL | |||
Form990 Schedule H Part V Section B Form990ScheduleHPartVSectionB (2 entries)
| Hospital Facility NumberHospitalFacilityNumber |
|---|
| SOUTHWEST HEALTH CENTER INC |
| 1 |
| SOUTHWEST HEALTH CENTER INC |
| 2 |
Form990 Schedule H Part V Section C Form990ScheduleHPartVSectionC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Other Facilities | 1 | NumberOfOtherFacilities |
Other Facilities OtherFacilities
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOUTHWEST HEALTH CENTER NURSING HOME | BusinessNameLine1 |
Address Address
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 808 SOUTH WASHINGTON STREET | AddressLine1 |
| City | CUBA CITY | City |
| State | WI | State |
| ZIP Code | 53807 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility Type | SKILLED NURSING FACILITY | FacilityType |
Form990 Schedule H Part VI Form990ScheduleHPartVI (13 entries)
| ExplanationExplanation | IdentifierIdentifier | Return ReferenceReturnReference |
|---|---|---|
| PART I, LINE 3C: ALTHOUGH FEDERAL POVERTY GUIDELINES ARE USED FOR CALCULATING DISCOUNTED CARE TO BE PROVIDED UNDER THE ORGANIZATION'S CHARITY CARE POLICY, THESE GUIDELINES ARE NOT USED TO DETERMINE FREE CARE GIVEN. ALTHOUGH FREE CARE IS GENERALLY NOT GIVEN, A 95% DEDUCTION FROM BILLED CHARGES IS GRANTED TO PATIENTS UNDER 100% OF THE FEDERAL POVERTY GUIDELINES. | ||
| PART I, LINE 7: THE COSTING METHOD USED ON FORM 990 IS BASED ON A COST TO CHARGE RATIO WHICH IS DEVELOPED BASED ON THE HOSPITAL'S TOTAL OPERATING EXPENSES LESS THE PROVISION FOR BAD DEBTS DIVIDED BY GROSS PATIENT SERVICES REVENUES. THIS COST TO CHARGE RATIO IS APPLIED AGAINST VARIOUS REVENUE AND EXPENSE CATEGORIES TO COMPUTE THE ESTIMATED COMMUNITY BENEFIT EXPENSE UNDER IRS SUGGESTED COSTING METHODS FOR THE FORM 990. | ||
| PART I, LINE 7G: SUBSIDIZED HEALTH SERVICES AT SOUTHWEST HEALTH CENTER, INC. INCLUDE THE OPERATION OF THE INPATIENT PSYCHIATRIC UNIT AND HOSPICE SERVICES. THE PSYCHIATRIC PROGRAM IS OPERATED TO PROVIDE SUPPORT TO THE COMMUNITY BY PROVIDING CARE FOR INDIVIDUALS FROM THE SURROUNDING AREA WHO HAVE MENTAL AND BEHAVIORAL CONDITIONS, WHICH WOULD OTHERWISE BE UNDERSERVED. THE HOSPICE PROGRAM PROVIDES SUPPORT TO THE COMMUNITY BY ENSURING THE PATIENT'S LAST DAYS ARE DIGNIFIED. IT IS THE GOAL OF SOUTHWEST HEALTH CENTER TO PROVIDE THESE SERVICES TO THE COMMUNITY REGARDLESS OF A PATIENT'S ABILITY TO PAY. (ADDITIONAL INFORMATION ON THE INPATIENT GERO-PSYCHIATRIC PROGRAM CAN BE FOUND IN PART 4C OF PAGE 2 OF THE FORM 990, AND ADDITIONAL INFORMATION ON THE THE HOSPICE PROGRAM CAN BE FOUND IN PART 4D OF PAGE 2 OF THE FORM 990.) | ||
| PART I, L7 COL(F): THE COSTING METHOD AND CALCULATIONS USED ON FORM 990 ARE BASED ON TOTAL OPERATING EXPENSES EXCLUDING BAD DEBT EXPENSE. THE COMMUNITY BENEFIT EXPENSE PERCENTAGES ARE CALCULATED BY DIVIDING THE COMMUNITY BENEFIT EXPENSE FOR EACH CATEGORY OF COMMUNITY SERVICES PROVIDED BY SOUTHWEST HEALTH CENTER REPORTED IN THE TABLE ON LINE 7 PART I OF THE SCHEDULE H BY THE TOTAL OPERATING EXPENSES OF THE HOSPITAL LESS THE PROVISION FOR BAD DEBTS OF 1,004,354. | ||
| PART III, LINE 4: MANAGEMENT PROVIDES FOR PROBABLE UNCOLLECTIBLE AMOUNTS, PRIMARILY UNINSURED PATIENTS AND AMOUNTS PATIENTS ARE PERSONALLY RESPONSIBLE FOR, THROUGH A CHARGE TO OPERATIONS AND A CREDIT TO A VALUATION ALLOWANCE BASED ON ITS ASSESSMENT OF HISTORICAL COLLECTION LIKELIHOOD AND THE CURRENT STATUS OF INDIVIDUAL ACCOUNTS. BALANCES THAT ARE STILL OUTSTANDING AFTER THE ORGANIZATION HAS USED REASONABLE COLLECTION EFFORTS ARE WRITTEN OFF THROUGH A CHARGE TO THE VALUATION ALLOWANCE AND A CREDIT TO ACCOUNTS RECEIVABLE. MANY TIMES PATIENTS DO NOT COMPLETE THE REQUIRED CHARITY CARE APPLICATION AND ARE TRANSFERRED TO COLLECTION SERVICES EVEN THOUGH THE ORGANIZATION PROVIDES THIS INFORMATION TO ALL PATIENTS AND ASSISTANCE WITH THE APPLICATIONS. DUE TO NO RESPONSES FROM SOME PATIENTS A SIGNIFICANT AMOUNT OF BAD DEBTS COULD BE CONSIDERED AS CHARITY CARE.THE COSTING METHODOLOGY USED ON FORM 990 IS BASED ON A COST TO CHARGE RATIO WHICH IS DEVELOPED BASED ON THE ORGANIZATION'S TOTAL OPERATING EXPENSES LESS PROVISION FOR BAD DEBTS DIVIDED BY GROSS PATIENT SERVICE REVENUES. THIS COST TO CHARGE RATIO IS APPLIED AGAINST THE TOTAL CHARGES THAT ARE WRITTEN OFF DURING THE FISCAL YEAR TO ESTIMATE THE COST OF THE CARE OF PATIENTS THAT HAVE ACCOUNTS THAT ARE DEEMED TO BE BAD DEBTS TO THE ORGANIZATION. THE ORGANIZATION ALSO RECOGNIZES THAT IT ALSO PROVIDES A DISCOUNT TO SELF-PAY OR UNINSURED PATIENTS. THESE AMOUNTS ARE INCLUDED IN THE CONTRACTUAL ADJUSTMENTS ON THE FINANCIAL STATEMENTS AND ARE NOT INCLUDED IN THE RATIO AS DESCRIBED ABOVE AND APPROVED BY THE IRS FOR USE ON FORM 990. IF CONSIDERED, THESE ADDITIONAL WRITE-OFF AMOUNTS TO UNINSURED ACCOUNTS WOULD ALSO INCREASE THE ESTIMATED BAD DEBT EXPENSE AMOUNT ASSOCIATED WITH THESE UNCOLLECTIBLE ACCOUNTS TO THE ORGANIZATION. | ||
| PART III, LINE 8: THE TOTAL MEDICARE REVENUE SHOWN IN SCHEDULE H TO THE FORM 990 IS BASED ON THE IRS 990 INSTRUCTIONS AND INCLUDES ONLY A PORTION OF THE GROSS MEDICARE REVENUE OF THE ORGANIZATION, AND ALSO DOES NOT CONSIDER ALL CONTRACTUAL ADJUSTMENTS FOR SERVICES REIMBURSED BY THE MEDICARE PROGRAM. AMOUNTS LISTED FOR MEDICARE REVENUES DO NOT INCLUDE PHYSICIAN SERVICES FOR THE COVERAGE OF THE EMERGENCY DEPARTMENT AT THE HOSPITAL AS WELL AS ANESTHESIA PROFESSIONAL SERVICES, PSYCHIATRIC PHYSICIAN PROFESSIONAL SERVICES, REVENUES FOR ANY PATIENTS COVERED UNDER MEDICARE ADVANTAGE PLAN PROGRAMS, PHYSICAL THERAPY SERVICES PROVIDED TO NURSING HOME RESIDENTS, AND A SIGNIFICANT PORTION OF LAB SERVICES PROVIDED TO AREA CLINIC PATIENTS. THESE PHYSICIAN PROFESSIONAL SERVICES, CLINICAL REFERENCE LAB SERVICES, AND NURSING HOME THERAPY SERVICES ARE REIMBURSED PRIMARILY ON FEE SCHEDULE REIMBURSEMENTS AT RATES THAT ARE OFTEN BELOW THE COSTS OF CARING FOR PATIENTS. EMERGENCY PHYSICIAN, THERAPY, AND DIAGNOSTIC LABORATORY TESTING SERVICES PROVIDED TO MEDICARE PATIENTS ARE VITAL TO THE WELL-BEING OF THE COMMUNITY AND AS SUCH THESE COSTS AND SHORTFALLS SHOULD ALSO BE CONSIDERED AS AN ADDITIONAL BENEFIT THAT SOUTHWEST HEALTH CENTER PROVIDES TO THE COMMUNITY AND SURROUNDING AREAS. THE COSTING METHOD USED ABOVE FOR IRS 990 COMPLIANCE REPORTING IS ALSO BASED ON THE FILED MEDICARE COST REPORT FOR THE YEAR ENDED JUNE 30, 2011, AND DOES NOT CONSIDER MEDICARE NON-ALLOWABLE EXPENSES, AS IT IS BASED ON TOTAL HOSPITAL PATIENT SERVICE REVENUES (IGNORING CONTRACTUAL ADJUSTMENTS ON FEE SCHEDULE REIMBURSED ITEMS AND NON-ALLOWABLE MEDICARE EXPENSES AS NOTED ABOVE).WHETHER THERE IS A SHORTFALL OR SURPLUS ON SERVICES PROVIDED TO MEDICARE BENEFICIARIES, THESE PEOPLE, WHO ARE TYPICALLY ELDERLY OR DISABLED MEMBERS OF THE COMMUNITY, ARE AN UNDERSERVED POPULATION WHO EXPERIENCE ISSUES WITH ACCESS TO HEALTHCARE SERVICES. WITHOUT TAX-EXEMPT HOSPITALS PROVIDING MEDICARE PATIENT SERVICES, THE CENTERS FOR MEDICARE AND MEDICAID (CMS) WOULD BEAR THE BURDEN OF DIRECTLY PROVIDING SERVICES TO THE ELDERLY AND DISABLED MEMBERS OF THE COMMUNITY. | ||
| PART III, LINE 9B: UNDER THE ORGANIZATION'S COLLECTION AND CHARITY CARE POLICIES, SOUTHWEST HEALTH CENTER MAKES EVERY ATTEMPT TO IDENTIFY AND PROMOTE CHARITY CARE TO PATIENTS. INCLUDED IN THE ORGANIZATION'S CHARITY CARE POLICY IT IS NOTED THAT PATIENTS MAY QUALIFY FOR CHARITY CARE EITHER PRIOR TO ADMISSION OR FOLLOWING DISCHARGE. ALL INPATIENT SELF-PAY ADMISSIONS ARE SCREENED BY THE HOSPITAL'S PATIENT FINANCIAL COUNSELOR OR SOCIAL WORKERS TO ALLOW THESE PATIENTS THE ABILITY TO COMPLETE THEIR APPLICATION DURING THEIR STAY AT THE HOSPITAL, DEPENDING UPON THE PATIENT'S CONDITION, OR THE PATIENT'S RESPONSIBLE PARTY MAY BE CONTACTED TO COMPLETE AND RETURN THE FORMS AT A LATER TIME WHEN THEIR CARE ALLOWS THIS COMPLETION. DURING THE PATIENT ACCOUNT COLLECTION PROCESS, SELF-PAY PATIENTS ARE ALSO INFORMED OF THE HOSPITAL'S COLLECTION POLICIES AS WELL AS THE CHARITY CARE PROGRAM TO ALLOW PATIENTS THE OPPORTUNITY TO COMPLETE THE APPROPRIATE FORMS AND QUALIFY UNDER THE PROGRAM. | ||
| PART VI, LINE 8: SOUTHWEST HEALTH CENTER, INC. PREPARES A COMMUNITY BENEFIT REPORT ANNUALLY AND FILES IT WITH THE WISCONSIN HOSPITAL ASSOCIATION (WHA). THE REPORT IS AVAILABLE TO THE GENERAL PUBLIC ON WHA'S WEBSITE. | ||
| PART VI, LINE 2: SOUTHWEST HEALTH CENTER, INC. ASSESSES THE HEALTH CARE NEEDS OF THE COMMUNITIES AND AREAS IT SERVES BY REVIEWING LOCAL DEMOGRAPHICS AND TRENDS IN PATIENT SERVICE UTILIZATION TO DETERMINE WHICH SERVICES COULD AND SHOULD BE MADE AVAILABLE TO THE COMMUNITY IN A COST-EFFECTIVE MANNER TO BE CONSISTENT WITH SOUTHWEST HEALTH CENTER'S MISSION IN THE COMMUNITY. SOUTHWEST HEALTH CENTER ALSO REVIEWS STATISTICS IN THE HOSPITAL AND CLINICS TO REVIEW THE CURRENT SERVICES BEING OFFERED AND ENSURE THAT RESOURCES ARE BEING APPROPRIATELY ALLOCATED TO AREAS IN NEED BY COMMUNITY MEMBERS AND PATIENTS. THE ORGANIZATION ALSO MEETS WITH LOCAL COMMUNITY MEMBERS, LOCAL CLINICAL PHYSICIAN GROUPS, AND MEMBERS OF ITS STAFF TO DETERMINE WHICH SERVICES MAY BENEFIT THE COMMUNITY. | ||
| PART VI, LINE 3: UNINSURED AND UNDER INSURED PATIENTS ARE ASKED TO MEET WITH ONE OF THE ORGANIZATION'S FINANCIAL COUNSELORS EITHER AT THE TIME SERVICE IS PROVIDED OR WHEN THE PATIENT'S BILL IS GENERATED. THE FINANCIAL COUNSELOR EXPLAINS THE VARIOUS PAYMENT OPTIONS AVAILABLE TO THE PATIENT AS WELL AS THE HOSPITAL'S CHARITY CARE PROGRAM AND OFFERS THE CHARITY CARE APPLICATION WHEN APPROPRIATE. IF OTHER PROGRAMS ARE AVAILABLE TO THE PATIENT, SUCH AS THE WISCONSIN MEDICAL ASSISTANCE OR BADGERCARE PROGRAMS, THESE PATIENTS ARE REFERRED TO THE APPROPRIATE GOVERNMENT AGENCY FOR FURTHER ASSISTANCE. | ||
| PART VI, LINE 4: THE PRIMARY SERVICE AREA FOR SOUTHWEST HEALTH CENTER, INC. ENCOMPASSES ALL PERSONS LIVING WITHIN A 20 TO 30 MILE RADIUS OF THE FACILITIES IT OPERATES IN PLATTEVILLE AND CUBA CITY, WISCONSIN. SOME OF THE COMMUNITIES INCLUDED IN THIS AREA ARE PLATTEVILLE, CUBA CITY, DICKEYVILLE, TENNYSON, POTOSI, BELMONT, ELLENBORO, AND REWEY, WISCONSIN, AMONG MANY OTHERS. SOUTHWEST HEALTH CENTER, INC. PROVIDES A SIGNFICANT PORTION OF ITS PATIENT SERVICES TO BENEFICIARIES OF THE MEDICARE AND MEDICAL ASSISTANCE PROGRAMS. IN 2011, THESE MEDICARE AND MEDICAL ASSISTANCE PATIENTS ACCOUNTED FOR APPROXIMATELY 63 PERCENT OF THE GROSS PATIENT SERVICE REVENUE PROVIDED BY THE ORGANIZATION DURING THE YEAR. | ||
| PART VI, LINE 6: WHILE THERE IS GROWING AGREEMENT IN THE UNITED STATES ABOUT WHAT CONSTITUTES A NON-PROFIT HOSPITAL'S "COMMUNITY BENEFIT", THESE EFFORTS CONTINUE TO BE A WORK IN PROGRESS. SOUTHWEST HEALTH CENTER, INC. PROVIDES SIGNIFICANT CHARITY CARE AND OTHER COMMUNITY BENEFITS AS DEFINED BY THE IRS AND IN ADDITION, THE ORGANIZATION BELIEVES THAT IT PROVIDES A CRITICALLY IMPORTANT BENEFIT WHICH IS NOT QUANTIFIED. SOUTHWEST HEALTH CENTER, LIKE MOST COMMUNITY HOSPITALS, WAS CREATED AND IS MAINTAINED IN ORDER TO PROVIDE CARE LOCALLY WHICH WITHOUT THE HOSPITAL, WOULD NOT BE AVAILABLE LOCALLY. BEYOND INPATIENT HOSPITALIZATIONS, THE ORGANIZATION PROVIDES LOCAL ACCESS TO MANY SERVICES INCLUDING: DIAGNOSTICS, EMERGENCY SERVICES, INFUSION SERVICES, NURSING HOME SERVICES, SWING BED SERVICES, CLINICAL SERVICES, LABORATORY SERVICES, OCCUPATIONAL HEALTH, REHABILITATION SERVICES, SPECIALTY MEDICINE, SLEEP CENTER, SPEECH PATHOLOGY, SURGICAL SERVICES, HOSPICE SERVICES, PSYCHIATRIC SERVICES, AND WOMEN'S SERVICES, TO NAME SOME OF THE MAJOR SERVICES PROVIDED. | ||
| WI | REPORTS FILED WITH STATES | PART VI, LINE 7 |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (3 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ANNE KLAWITER | |||||||||||||
| 0 | 268320 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 268320 | 0 | 0 |
| MIKE GUTSCH | |||||||||||||
| 137338 | 0 | 13000 | 0 | 0 | 0 | 7540 | 0 | 15194 | 0 | 173072 | 0 | 0 | 0 |
| TERRANCE NORTON JR | |||||||||||||
| 212679 | 0 | 10000 | 0 | 0 | 0 | 10697 | 0 | 15194 | 0 | 248570 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SUPPLEMENTAL INFORMATION | Identifier |
| Return Reference | PART III | ReturnReference |
| Explanation | HEALTHTECH MANAGEMENT SERVICES IS THE UNRELATED ORGANIZATION THAT PROVIDES COMPENSATION TO ANNE KLAWITER, THE CEO OF SOUTHWEST HEALTH CENTER UNDER THE MANAGEMENT SERVICES CONTRACT IN PLACE BETWEEN HEALTHTECH MANAGEMENT SERVICES AND SOUTHWEST HEALTH CENTER. | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (2 entries)
| Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|
| WISCONSIN HEALTH AND EDUCATIONAL FACILITIES AUTHORITY | |||||||
| 391337855 | 97710VSL3 | 2004-04-01 | 20000000 | HOSPITAL REPLACEMENT | 0 | 0 | 0 |
| WISCONSIN HEALTH AND EDUCATIONAL FACILITIES AUTHORITY | |||||||
| 391337855 | 97710BWY4 | 2010-07-15 | 6465000 | REFUNDING OF 2004 VARIABLE RATE BONDS FOR REPLACEMENT HOSPITAL | 0 | 0 | 0 |
Form990 Schedule K Part II Form990ScheduleKPartII (2 entries)
| Amount RetiredAmountRetired | Total ProceedsTotalProceeds | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Capital ExpendituresCapitalExpenditures | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind | Other Spent ProceedsOtherSpentProceeds |
|---|---|---|---|---|---|---|---|---|---|
| 365000 | 20000000 | 131032 | 19868968 | 2005 | 0 | 0 | 1 | 1 | |
| 120000 | 6465000 | 125000 | 1 | 0 | 1 | 1 | 6340000 |
Form990 Schedule K Part III Form990ScheduleKPartIII (2 entries)
| Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Bond Counsel Routinely EngagedBondCounselRoutinelyEngaged | Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers | Percentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBI | Total Private Business UseTotalPrivateBusinessUse | Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0 | 1 | 0.00000 | 0.00000 | 0.00000 | 1 |
| 0 | 0 | 0 | 0 | 1 | 0.00000 | 0.00000 | 0.00000 | 1 |
Form990 Schedule K Part IV Form990ScheduleKPartIV (2 entries)
| Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate |
|---|---|---|---|---|---|
| 0 | 0 | 0 | 0 | 0 | 0 |
| 0 | 0 | 0 | 0 | 0 | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE MEMBERS OF THE BOARD OF DIRECTORS ARE PROVIDED ACCESS TO A COPY OF THE FORM 990 FOR REVIEW PRIOR TO SUBMISSION. RESPONSES ON THE 990 ARE ALSO REVIEWED BY THE CFO OF THE ORGANIZATION PRIOR TO ITS SUBMISSION TO THE IRS. | |
| THE BOARD OF DIRECTORS DISCLOSES ANY CONFLICTS OF INTEREST BY COMPLETING A QUESTIONNAIRE AND DISCLOSURE FORM ANNUALLY. EMPLOYEES ARE REQUIRED TO REVIEW THE CONFLICT OF INTEREST POLICY UPON HIRE AND AT ANNUAL INTERVALS. IF ANY SIGNIFICANT CONFLICTS ARISE WITH MEMBERS OF THE BOARD OF DIRECTORS, MANAGEMENT, OR KEY EMPLOYEES, IT IS PROPERLY DOCUMENTED AND FOLLOWED UP ON BY THE APPROPRIATE GOVERNING GROUP OR DEPARTMENT WITHIN THE ORGANIZATION ACCORDING TO THE CONFLICT OF INTEREST POLICY. ANY BOARD MEMBERS WITH NOTED CONFLICTS ARE ASKED TO ABSTAIN FROM VOTING ON ANY POTENTIALLY CONFLICTED ITEMS. | FORM 990, PART VI, SECTION B, LINE 12C | |
| THE CEO'S COMPENSATION IS BASED ON THE BOARD OF DIRECTORS' REVIEW OF THE MANAGEMENT AGREEMENT WITH HEALTHTECH MANAGEMENT SERVICES. THE BOARD OF DIRECTORS RELIES ON REVIEW OF THE MANAGEMENT AGREEMENT RATES FOR REVIEW OF THE COMPENSATION PAID TO THE CEO. COMPENSATION OF THE ORGANIZATION'S OFFICERS AND OTHER EMPLOYEES IS COMPARED TO A SURVEY FROM OTHER SIMILAR ORGANIZATIONS PERFORMED BY THE RURAL WISCONSIN HEALTH COOPERATIVE ANNUALLY. THE OFFICERS' COMPENSATION WAS APPROVED BY INDIVIDUALS WITHOUT CONFLICT, AND DOCUMENTATION REGARDING THEIR COMPENSATION ADJUSTMENTS ARE MAINTAINED. | FORM 990, PART VI, SECTION B, LINE 15 | |
| THE ABBREVIATED FINANCIAL STATEMENTS ARE MADE PUBLICLY AVAILABLE THROUGH THE WISCONSIN HOSPITAL ASSOCIATION, AND THE COMPLETE AUDITED CONSOLIDATED FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. GOVERNING DOCUMENTS AND THE CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC UPON REQUEST. | FORM 990, PART VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED GAINS ON INVESTMENTS: 1,669,831. NET ASSETS RELEASED FROM RESTRICTIONS 2,848. TOTAL TO FORM 990, PART XI, LINE 5: 1,672,679. | FORM 990, PART XI, LINE 5: |
| THE ORGANIZATION ANSWERED "YES" TO QUESTION 2C UNDER PART XI OF THE 990, INDICATING THAT THE ORGANIZATION DOES HAVE A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THE COMMITTEE THAT ASSUMES THIS RESPONSIBILITY IS THE ORGANIZATION'S FINANCE COMMITTEE. THIS COMMITTEE MAKES RECOMMENDATIONS TO THE BOARD OF DIRECTORS REGARDING THE SELECTION OF THE INDEPENDENT ACCOUNTANT, AND THE BOARD OF DIRECTORS MAKES THE FINAL APPROVAL. THE BOARD OF DIRECTORS ALSO MEETS WITH THE AUDITORS ANNUALLY, AND APPROVES THE AUDIT REPORT. THE PROCESS USED BY THIS COMMITTEE HAS NOT CHANGED IN THE PAST YEAR. | ||
| MANAGEMENT SERVICES AGREEMENT | SOUTHWEST HEALTH CENTER, INC. (SHC) HAS ENTERED INTO A MANAGEMENT SERVICES AGREEMENT WITH HEALTHTECH MANAGEMENT SERVICES (HEALTHTECH), A HOSPITAL MANAGEMENT COMPANY WHICH CONTRACTS WITH HOSPITALS THROUGHOUT THE UNITED STATES TO PROVIDE MANAGEMENT SERVICES ON EITHER A LONG-TERM OR SHORT-TERM BASIS. UNDER THIS AGREEMENT, HEALTHTECH PROVIDES GENERAL ADMINISTRATIVE, CONSULTING, AND GROUP PURCHASING SERVICES TO SHC. UNDER THE MANAGEMENT AGREEMENT, HEALTHTECH IS ALSO RESPONSIBLE FOR THE SELECTION AND REVIEW OF THE ADMINISTRATOR OF SHC WITH FINAL APPROVAL OF THE ADMINISTRATOR'S SELECTION BY THE BOARD OF DIRECTORS OF SHC. | PART VI, LINE 3 |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOUTHWEST HEALTH CENTER FOUNDATION INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1400 EAST SIDE ROAD | AddressLine1 |
| City | PLATTEVILLE | City |
| State | WI | State |
| ZIP Code | 53818 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391977502 | EIN |
| Primary Activities | FUNDRAISING | PrimaryActivities |
| Legal Domicile State | WI | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | LINE 11A, I | PublicCharityStatus |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Controlled Org | 1 | ControlledOrg |
Form990 Schedule R Part IV Form990ScheduleRPartIV (4 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Direct Controlling Entity NADirectControllingEntityNA | Type Of EntityTypeOfEntity | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Percentage OwnershipPercentageOwnership |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SOUTHWEST SENIOR ENTERPRISES INC | |||||||||||
| 1400 EAST SIDE ROAD | PLATTEVILLE | WI | 53818 | 205501580 | SENIOR CARE CAMPUS & ACTIVITIES | WI | N/A | C | 140736 | 171543 | 1.00000 |
| UNITED PHYSICIANS INC | |||||||||||
| 1400 EAST SIDE ROAD | PLATTEVILLE | WI | 53818 | 391571681 | PHYSICIAN SERVICES | WI | N/A | S | 358 | 32847 | 1.00000 |
| SOUTHWEST WISCONSIN HEALTH COOPERATIVE INC | |||||||||||
| 1400 EAST SIDE ROAD | PLATTEVILLE | WI | 53818 | HOSPITAL SHARED SERVICES | WI | N/A | S | 3 | 1884 | 1.00000 | |
| SOUTHWEST MEDICAL SERVICES INC | |||||||||||
| 1400 EAST SIDE ROAD | PLATTEVILLE | WI | 53818 | INACTIVE-MANAGEMENT OF RESIDENTIAL FACILITY | WI | N/A | S | 1.00000 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 1 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOUTHWEST HEALTH CENTER FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | N | TransactionType |
| Amount Involved | 65570 | AmountInvolved |
| Method Of Amt Determination | COST | MethodOfAmtDetermination |
Comments