2023-11-02T04:31:54-00:00 2022-12-31 990 2022-01-01 340753531 SOUTHWEST GENERAL HEALTH CENTER SOUT 4408168000 18697 BAGLEY ROAD MIDDLEBURG HTS OH 441303417 Kelly Linson SVPCFO 4408168000 2023-11-02 false Kelly Linson XXX-XX-XXXX 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z William A Young Jr 18697 Bagley Rd Middleburg Hts OH 44130 537405455 false X www.swgeneral.com X 1920 OH Southwest Generals mission statement Health is our Passion, Quality is our Focus, Compassion is our Way. 23 21 3097 319 621250 117509 8040316 3215411 398080173 397505619 18177842 10173995 3275307 3504794 427573638 414399819 295598 0 173060621 164263187 0 0 237710672 249446363 410771293 414005148 16802345 394671 614338132 543076182 326659802 269876251 287678330 273199931 Southwest Generals vision is to be the leading health care system based in and serving the communities southwest of Cleveland. We aim to be looked to by our communities as their first choice for advanced medicine and an exceptional health care experience leading with unsurpassed quality, dynamic growth, innovative professionals, and advanced facilities. false false 328512311 360556254 The Health Center was founded in 1920 and is a 368 bed acute care facility. In 2022 the Health Center had 15,402 discharges and 447,505 outpatient visits. Southwest offers state-of-the-art technology, board-certified physicians and a full range of services, including comprehensive medical, surgical and emergency care. Strategic areas of focus include cardiovascular care, neurosciences, orthopedics, oncology, womens health and emergency services. Patients and families benefit from extensive programs of social services and support groups that provide mental, emotional and spiritual support. Southwest is a certified Level III Trauma Center, and is certified as a Primary Stroke Center by The Joint Commission. In 2022 Southwest once again was recognized by CMS with a Five Star Overall Quality Rating based on the quality outcomes of care provided to our patients. Six communities support Southwest by means of a self-imposed property tax. 319 volunteers contributed 45,915 hours of service. 13770639 19373623 Ambulatory Surgery Centers consist of The Surgery Center with 5,594 surgery cases and Big Creek Surgery Center with 2,233 surgery cases in 2022. 9817744 17732163 The Brunswick and Strongsville Medical Centers and Brunswick ER offer outstanding care from skilled, experienced physicians as well as a variety of convenient outpatient services and emergency care offering treatment from board-certified emergency medicine physicians and specially trained staff. Outpatient services include bone densitometry, CT scan, echocardiography, EKG, laboratory testing, digital mamography, physical therapy, ultrasound, vascular testing, and X-ray. In 2022 Brunswick outpatient service visits in the diagnostic areas were 32,641 with an additional 9,235 treated and released emergency visits in the Brunswick ER. In 2022 Strongsville outpatient service visits in the diagnostic areas were 47,906. 352100694 true true false true false false false false false false true false false true true false false true false false false false false false false false true true true false true true false false false false false false false true false true false false false false false true true true false false true 425 0 true 3097 true true true false false false false false false false false false false false false X 23 21 false false false false true true true true true false false true true true true true true true true true true OH X Kelly Linson 4408168071 18697 Bagley Road Middleburg Hts OH 441303417 X William A Young Jr President/CEO 055.00 005.00 X X 713954 0 52377 Gregory Rogers MD VP Medical Staff 001.00 059.00 X X 0 489669 30669 Ferdinand Plecha Chief Medical Officer 050.00 010.00 X 464690 0 24699 John Alton MD President Medical Staff 001.00 059.00 X X 0 598531 -117100 Martha Bauschka VP/CNO 060.00 X 379929 0 36754 Cheryl OMalley Chief Transformation Officer 060.00 X 366495 0 29497 Kelly Linson Sr. VP/CFO 057.00 003.00 X 428378 0 -54709 Albert Matyas VP/Marketing 060.00 X 321266 0 50064 Joni Edwards VP HR 060.00 X 303105 0 30371 Christopher Lynn CIO 060.00 X 283250 0 31785 Michael Waggoner Dir of Behavioral Health 040.00 X 193673 0 38694 Jill Barber Dir Managed Care Rev 040.00 X 194975 0 34823 Linda Brashear Physician Advisor 040.00 X 196390 0 22335 Donna Williams Physician Assist 040.00 X 208308 0 4958 Eric D Renz Clinical Nurse 040.00 X 185401 0 9409 George Allman Director 001.00 X 0 0 0 Rickey J Shyne PhD PE Chairman 001.00 X X 0 0 0 Michael A Cogan Director 001.00 X 0 0 0 Adrian Maldonado Vice Treasurer 001.00 X X 0 0 0 Nicolette Scott OD Director 001.00 X 0 0 0 Cynthia Schulz Chairman 001.00 X 0 0 0 Paul Tait Director 001.00 X 0 0 0 R Terry Krivak Director 001.00 X 0 0 0 Ken D Semelsberger Director 001.00 X 0 0 0 Brian Monter Director 001.00 X 0 0 0 Paul Hinchey MD Director 001.00 X 0 0 0 Christine Lobas Director 001.00 X 0 0 0 William H Gary Sr Secretary 001.00 X X 0 0 0 Thomas M Wynne Director 001.00 X 0 0 0 Wayne E Brassel Director 001.00 X 0 0 0 James F Sheppard Treasurer 001.00 X X 0 0 0 Theodoros Teknos MD Director 001.00 X 0 0 0 Thomas W Laub Director 001.00 X 0 0 0 Brett C Hazard Director 001.00 X 0 0 0 Shelly Chornak Director 001.00 X 0 0 0 4239814 1088200 224626 184 false true false Cerner Corporation 2800 Rockcreek Parkway Kansas City MO 64117 Healthcare Information Technology 11011827 Healthtrust Inc DBA HSS Systems 1100 DR Martin L King Jr Blvd Nashville TN 37203 Revenue Cycle 7734348 ABM Healthcare Support Services PO Box 74008829 Chicago IL 606748829 Contract Labor 5450808 Community Hospitalists LLC 7500 Rialto Blvd Suite 140 Austin TX 78735 Physicians 4224912 University Hospitals Health Sys PO Box 78000 Detroit MI 482781887 Purchased Svc 3839329 48 707323 2508088 3215411 Patient Care 622110 391491201 391491201 Rental Income controlled org 621110 722141 722141 Program Related investments 541990 2557098 2473624 83474 Other operating revenue 900099 2735179 2343004 392175 397505619 9046366 9046366 35927 35927 1470133 2353401 -883268 -883268 145601 -1028869 121614536 129401 120609568 42667 1004968 86734 1091702 1091702 Tax Levy 900099 860864 860864 Fitness Revenue 900099 2581633 2581633 Cafeteria Revenue 900099 945565 945565 4388062 414399819 397029970 621250 13533188 X 295598 295598 0 0 0 3461904 3461904 0 127777401 119447149 8330252 10406822 9547765 859057 13125198 12041746 1083452 9491862 8708332 783530 0 652943 652943 447796 447796 0 853342 853342 51926692 41730531 10196161 1309277 600778 708499 10171697 8752083 1419614 22066835 17175083 4891752 0 10596399 10147204 449195 501374 496727 4647 0 121932 34097 87835 4808493 4808493 0 22035965 20260334 1775631 8159699 176724 7982975 Provision for Bad Debt 18744927 18744927 Medical supplies 50712150 50712150 Drug expense 31829205 31829205 Taxes 12537109 13459 12523650 1970528 1386802 583726 414005148 352100694 61904454 0 34332552 7836846 27881342 23705018 43125389 47630390 7963798 6372269 7515698 8983559 499408275 325864146 177664257 173544129 286266697 222261924 4269936 4270556 25318463 48471491 614338132 543076182 73428438 69433152 135857625 132544855 117373739 67898244 326659802 269876251 X 287678330 273199931 287678330 273199931 614338132 543076182 X 394671 -49676738 34803668 X X false true X true true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false false true 8348 8348 II-B 1 Lobbying portion of dues paid to the following Ohio Hospital Association 5,006 Ohio Council for Home Care and Hospice 425 and Center for Health Affairs 2,917. false 15915568 7570529 332596781 208804779 123792002 924128 723263 200865 147147812 107991065 39156747 2823986 2823986 173544129 Financial derivatives and other financial products Closely-held equity interests Other Receivables 6790285 Other Assets 457B 1283087 Bond Trustee Funds 277858 Right of Use Asset 15048795 Drawable Credit Loss due from UHHS 25071466 48471491 Federal income taxes Other Liabilities 3220558 Notes Payable and Capital Lease obligations 530509 Insurance Claim Reserve 10385722 Workers Compensation Reserve 386319 Current portion of long term debt 10462308 Accrued retirement costs Drawable earnings due to UHHS Due to Third Party payors 2719057 Revenue Bonds Taxable 28255000 Charitable Trust 78750 Lease Liabilities - operating 11860021 Medicare COVID-19 Advance 67898244 true true true X 0000000250.000000000000 true X true true false true true 1168272 779838 388434 0.00100 43019731 24380281 18639450 0.04720 44188003 25160119 19027884 0.04820 613758 16373 597385 0.00150 768460 58880 709580 0.00180 16394003 12778195 3615808 0.00910 46864 300 46564 0.00010 17823085 12853748 4969337 0.01250 62011088 38013867 23997221 0.06070 true 4740529 76144102 87506811 -11362709 X true true Foundation Surgery of Middleburg Ambulatory Surgery 0.20000 0.70000 SW General Heart & Vascular Institute Cardiovascular Services 0.40000 0.13860 0.46140 1 1 Southwest General Health Center 18697 Bagley Road Middleburg Hts OH 44130 www.swgeneral.com X X X A A 1 false false true X X X X X X X X 22 true true true true X www.swgeneral.com X https//www.uhhospitals.org X X true 22 true www.swgeneral.com false true X 0000000250.000000000000 0000000400.000000000000 X X X X true true X X X true X www.swgeneral.com/pay my bill X www.swgeneral.com/pay my bill X www.swgeneral.com/pay my bill X X X X X X true X false X X X X true X false false Group Southwest General Health Center Line Part V, Section B, Line 5 The CHNA process was commissioned by the Cuyahoga Country CHNA Steering Committee. Multiple Sectors including the general public, were asked through email list servs, social media, and public notices to participate in the process of qualitative data collection. In addition, the Health Center conducted an independent survey utilizing the same questions from the previous needs assessment which was distributed to over 90 thousand individuals utilizing the healthcare portal of the Health Centers electronic platform. The survey was opened up to any participant who had an email address in the Portal from June 1, 2022 to September 2022. 3,561 surveys were completed as of 9/6/2022. Group Southwest General Health Center Line Part V, Section B, Line 6a The 2022 Cuyahoga County Community Health Needs Assessment CHNA represents a powerful collaboration of the following hospital systems The MetroHealth System, Southwest General Health Center, St. Vincent Charity Medical Center, and University Hospitals. Group Southwest General Health Center Line Part V, Section B, Line 6b In addition to the above listed hospitals, the 2022 Cuyahoga County Community Health Needs Assessment CHNA represents a powerful collaboration between Cleveland Clinic, Cleveland Department of of Public Health, and the Cuyahoga County Board of Health. Group Southwest General Health Center Line Part V, Section B, Line 7d In addition to the websites listed in 7a and 7b, the publication can also be accessed electronically at https//www.clevelandhealth.org/, https//www.ccbh.net/, https//www.healthyneo.org/, https//hipcuyahoga.org/, https//www.metrohealth.org/community/community-health-needs-assessment, https//www.swgeneral.com/about-us/community-health-needs-assessment/ , https//www.stvincentcharity.com/about/community-benefit, http//www.uhhospitals.org/CHNA-IS Group Southwest General Health Center Line Part V, Section B, Line 11 Three health care priorities identified for integration into the Community Health Improvement Planning Process were Behavioral Health, including mental health and drug use and misuse, Accessible and Affordable Healthcare, and Community Conditions made up of access to healthy food and community safety. Elimination structural and racism and enhancing trust will continue to be two overarching areas of focus for work. The Health Centers plan to address these three priorities include increasing system investment in primary and safety net specialty care to support a person and relationship focus for health care. Improve community based preventative care through education. Increase suicide awareness, prevention and peer norm programs, and working with area schools to attract a diverse population of potential employees. Group Southwest General Health Center Line Part V, Section B, Line 13b Southwest General Health Center will provide Free Care to uninsured individuals whose household income is less than or equal to 250 of the current Federal Poverty Guidelines adjusted for family size. Southwest will provide Discounted Care to uninsured individuals with a household income between 251-400 adjusted for family size of the current Federal Poverty Guidelines. In 2022, 100 of the Federal Poverty guideline was 13,590 for a family size of 1. That limit increases by 4,720 for each additional family member. Discounted Care shall mean care that has been discounted to the rate set forth as the Amount Generally Billed AGB. Uninsured patients who do not qualify for Free Care or Discounted Care may still qualify for financial assistance if they can demonstrate that their medical expenses exceed an established percentage of their family income. 17 Brunswick Med Center 4065 Center Road Brunswick OH 44212 ER and Outpatient Svs The Surgery Center of Southwest General 19250 Bagley Rd Middleburg Hts OH 44130 Ambulatory Outpatient Surgery LifeWorks of Southwest General 7390 Old Oak Blvd Middleburg Hts OH 44130 Physical Therapy Big Creek Surgery Center 15345 Bagley Road Middleburg Hts OH 44130 Ambulatory Outpatient Surgery Pain Management 18780 Bagley Road Middleburg Hts OH 44130 Pain Management Behavioral Health OP 18780 Bagley Road Middleburg Hts OH 44130 OP Behavioral Hlth Strongsville Med Center 18181 Pearl Road Strongsville OH 44136 Outpatient Svc Oakview Behavioral Health 7265 Old Oak Blvd Middleburg Hts OH 44130 IP Mental Health Southwest Home Health Services 7575 Old Oak Blvd Middleburg Hts OH 44130 Home Health Services SW Physical Therapy North Royalton 5340 Royalton Road North Royalton OH 44133 Physical Therapy Southwest Hospice Services 18659 Drake Road Strongsville OH 44136 Hospice Southwest Home Health Services 17951 Jefferson Park Road Middleburg Hts OH 44130 Home Health Services SW Physical Therapy Broadview Heights 7000 Town Center Drive Ste 400 Broadview Heights OH 44147 Physical Therapy SW Physical Therapy North Olmsted 23887 Lorain Road North Olmsted OH 44070 Physical Therapy SW Physical Therapy Hinckley 2546 Center Road Hinckley OH 44233 Physical Therapy Olmsted Medical Center 27076 Bagley Road Olmsted Township OH 44138 Outpatient Svc SW Physical Therapy Lakewood 13535 Detroit Ave No 1 Lakewood OH 44107 Physical Therapy Part I Line 3c When a patient does not provide a Financial Assistance Application or supporting documentation, Southwest may utilize other sources of information to make an individual assessment of financial need. Southwest General Health Center may utilize a third-party to conduct an electronic review of patient information to assess financial need. Relief granted using this method will be identified as presumptive financial assistance. The patient will be notified in writing if the discount is less than 100 and will have an opportunity to submit a financial assistance application if the patient believes that he or she may qualify for more assistance. The review utilizes a healthcare industry- recognized predictive model that is based on public record data basis. The models rule based electronic technology is calibrated to the historical approvals for financial assistance under the general application process and is designed to statistically match the hospitals policy. The model considers multiple decision criteria designed to assess each patient to the same standards as defined in this policy. This ensures that Southwest grants assistance only to patients with characteristics similar to the patients who have qualified based on criteria defined in this policy. This predictive model calculates a socio-economic and financial capacity score that includes estimates for income, assets and liquidity. The data returned from this electronic eligibility review will constitute adequate documentation of financial need under this policy. Part I Line 6a Community Benefits are reported in the annual report sent to the Board and members of the community. Part I Line 7 A cost-to-charge ratio was used to complete the charity care Line 7a and means-tested government programs Line 7b. The cost- to- charge ratio was derived from Worksheet 2 that accompanies the instructions to this schedule. Part I Line 7 The hospitals accounting records were used to complete the community health improvement services and community benefit operations Line 7e and health professions education Line 7f. Part I Line 7 g Subsidized health services include costs and direct offsetting revenue for the following services Inpatient Mental Health, Geriatric Mental Health, Coumadin Clinic, and Breakthru Therapy. The hospitals cost accounting system was used to determine revenue and costs on all services. Part I Line 7 column f. In calculating the percent of total expense reported in column f, the total expense as reported on Form 990 Pt IX, Line 25, column a was reduced by 18,744,927 - the amount of bad debt reported on line 24 a. Part III Line 2 A ratio of patient care cost to charges is used on the bad debt reported on the Health Centers financial statement. Part III Line 3 Southwest General Health Center uses a predictive model to reduce bad debt expense associated with patient accounts. This predictive model calculates a socio-economic and financial capacity score that includes estimates for income, assets, and liabilities. The data return from this electronic eligibility review will constitute adequate financial need under this policy. Patient accounts granted presumptive eligibility will be classified as such under the financial assistance policy. These accounts will not be sent to collection, will not be subject to further collection actions, and will not be included in the hospitals bad debt expense. This decision will not constitute a state of ongoing assistance, and will apply only to the specific claim. Therefore Southwest is reporting zero on Line 3 as any financial need would have been identified through the predictive model before reaching bad debt expense. Part III Line 4 For receivables associated with self-pay patients which includes both patients without insurance and patients with deductible and copayment balances due for which third-party coverage exists for part of the bill, Southwest records significant implicit price concessions in the period of service on the basis of its past experience, which indicates that many patients are unable or unwilling to pay the portion of their bill for which they are financially responsible. Part III Line 8 Medicare shortfall is considered a community benefit of the Health Center. Medicare shortfall uses Medicare revenue and allowable costs as reported in the Medicare Cost Report less net subsidized health services reported in Part 1 line 7g and health professions education reported in Part 1 line 7f. Part III Line 8 In addition to traditional Medicare costs reported in Part III line 7, the Health Center incurred an additional 30,555,093 in Medicare Advantage plans shortfall. This shortfall is calculated using charges and costs from a cost accounting system. Part III Line 9b Under all circumstances, and in fairness to those patients who are responsible to pay for their services, Southwest will pursue patient accounts through appropriate financial assistance plans for those who are legitimately unable to pay for the care they received. Southwest collections policy contains provisions to be followed for patients who qualify for financial assistance. Southwest utilizes a predictive model to calculate a socio-economic and financial capacity score that includes estimates for income, assets and liquidity. The data returned from this electronic eligibility review will constitute adequate documentation of financial need under this policy. Collection practices for the remaining balances under all circumstances are performed in a professional and compassionate manner, consistent with our mission and values and the Federal Fair Debt Collection Practices Act. Part VI Line 2 Since its founding by local communities more than 100 years ago, Southwest General has enjoyed a unique partnership with the communities it serves. Representatives from these communities serve on Southwest Community Health System, the Parent of Southwest General Health Center, helping to promote effective communication between the Health Center and its constituencies. Part VI Line 3 We provide financial assistance information via the Southwest General website and patient statements. We provide the contact information for customer service representatives as 1-844-530-1996. We will also discuss the financial assistance program with patients in person and over the telephone in the various registration areas as well as in the Financial Clearance Department at 440-816-4701. Signage is posted that lists the Federal Poverty Guidelines at the following locations Emergency, Seidman Cancer Center, Oakview Outpatient, Physical Medicine SWGHC, Physical Medicine LifeWorks, Timeshare, Lab, Strongsville Hospice, Cashier, Patient Registration, and Strongsville Outpatient. Part VI Line 4 Southwest General draws the majority of its patients from southwestern Cuyahoga, eastern Lorain, and northern Medina counties in Ohio. The primary service area is based on the following cities Berea, Brook Park, Brunswick, Columbia Station, Middleburg Heights, Olmsted Falls, and Strongsville. The secondary service area is comprised of the cities of Hinckley, Parma, Medina, North Royalton, Valley City, and the West Park area of Cleveland. Part VI Line 5 Community Nurse and Transition Coach RN Program Health screenings and educational programs are provided to community members of all ages. Services are provided in convenient neighborhood locations such as recreation and senior centers, libraries and local meeting places. Transition Coach RN program provided home visits and telephone support for 30 days post discharge for high risk patients in the community. Part VI Line 5 School Health Program Provides school nurses for the Berea City School District which is comprised of the following three of our taxing communities Berea, Brook Park, and Middleburg Heights. Nurses provide basic first aid, medication assistance, control of communicable diseases and state-mandated health screenings. Part VI Line 5 The Family Life program offers educational classes focusing on helping expectant couples prepare for a healthy pregnancy, labor and birth. Clients within the taxing district receive a discount on class charges. The following programs are offered Family and Friends CPR, Boot Camp for New Dads, Breastfeeding, Grandparenting, Infant Care, Happiest Baby on the Block, Sibling Class, Southwest Safe Sitter, Southwest Safe Sitter-to-Go, and Maternity Tours in Childbirth classes. Staff also participate in health fairs within the surrounding communities to promote classes and provide family health and safety information. Part VI Line 5 Van Transportation Free van transportation is provided for residents of Berea, Brook Park, Columbia Township, Middleburg Heights, Olmsted Falls, Strongsville, and Brunswick who are unable to provide their own transportation to doctor appointments, tests and other clinical services at Southwest Generals Main Campus and off-site buildings. Part VI Line 5 EMS Education Program Certification education for paramedics, Emergency Medical Technicians EMT and 9-1-1 dispatchers, including educational requirements to maintain certification for the state of Ohio and National Registry accreditation for Homeland Security and County Training Academy for Citizens Emergency Response Training as well as American Heart Association accreditation to provide Basic Life Support, Advanced Cardiac Life Support, Pediatric Advanced Life Support and Internal Trauma Life Support courses for professionals and community members. Education is provided at the hospital, community venues, and local fire stations. Part VI Line 5 EMS Medical Control Emergency Medical Technicians EMT must function under the direction of a medical director/physician. They follow written patient care protocols and act on behalf of a physician in the field. Southwest General provides medical control for the following departments Cleveland Hopkins International Airport, Burke Lakefront Airport, Berea Fire, NASA Glenn Research Center at Lewis Field, Brunswick Fire/ Dispatchers, Brunswick Hills Township Fire, Columbia Township Fire, Brook Park Fire, Middleburg Heights Fire, Strongsville Fire/Dispatchers, and Olmsted Falls Fire. Part VI Line 5 Health Connection Free physician referral and health information phone service staffed by a registered nurse. Part VI Line 5 The Drug Replacement program provides patients with up-to-date information regarding medication assistance programs, disease-based assistance, and insurance eligibility including federal and state subsidies. Part VI Line 5 Medication Disposal Program Allows residents to drop off unused medication at Southwest General for appropriate disposal, keeping water sources cleaner. Part VI Line 5 The SANE program provides care for Sexual Abuse victims that come to Southwest Generals Emergency department as referred by the police department. Trained nurses are on call for the program. Part VI Line 6 Southwest General Health Center is part of a Partnering Agreement with University Hospital Health System UHHS, a large integrated delivery system. UHHS brought Rainbow Babies and Children, MacDonald Womens, and Seidman Cancer UHHS Programs to Southwest Generals facilities. Under the Partnering Agreement, UUHS obtained 50 representation on Southwest General Health Centers Board of Directors. University Hospitals Health System shares in 50 of the net income or loss excluding tax levy receipts of the Health Care under the Partnering Agreement. true Ukrainian Medical Association of North America - Ohio Chapter 2247 W Chicago Avenue Ste 206 Chicago IL 60622 136162818 501 c 3 295598 FMV Medical Supplies General Support to Ukraine 1 Part I Line 2 The noncash medical supply donation to the Ukrainian Medical Association of North America Ohio Chapter was a onetime donation to support the relief efforts in Ukraine. Confirmation was received that the medical supplies was sent to Ukraine. X X X X true true false false false false false true false William A Young Jr President/CEO 557253 111243 45458 18300 34077 766331 Martha Bauschka VP/CNO 284798 59330 35801 22154 14600 416683 Kelly Linson Sr. VP/CFO 341965 67800 18613 -66753 12044 373669 Albert Matyas VP/Marketing 254888 52782 13596 14961 35103 371330 John Alton MD President Medical Staff 555679 38389 4464 -149064 31964 481432 Gregory Rogers MD VP Medical Staff 368247 111609 9813 21475 9194 520338 Ferdinand Plecha Chief Medical Officer 347746 72101 44843 21475 3224 489389 Donna Williams Physician Assist 206458 1850 3323 1635 213266 Jill Barber Dir Managed Care Rev 191404 3084 487 12311 22512 229798 Eric D Renz Clinical Nurse 167530 17871 9389 20 194810 Linda Brashear Physician Advisor 194540 1850 9002 13333 218725 Michael Waggoner Dir of Behavioral Health 185106 8084 484 10291 28403 232368 Cheryl OMalley Chief Transformation Officer 291607 57683 17205 18300 11197 395992 Christopher Lynn CIO 156265 48414 78571 31785 315035 Joni Edwards VP HR 251429 51264 413 7268 23103 333477 Part I Line 4a Christopher Lynn, Severance 76,717 Part I Line 4b William A. Young, Jr. Supplemental nonqualified retirement plan 38,989 Part I Line 4b Albert Matyas Supplemental nonqualified retirement plan 10,873 Part I Line 4b Kelly Linson Supplemental nonqualified retirement plan 16,617 Part I Line 4b Ferdinand Plecha Supplemental nonqualified retirement plan 18,832 Part I Line 4b Martha Bauschka Supplemental nonqualified retirement plan 12,225 Part I Line 4b Cheryl OMalley Supplemental nonqualified retirement plan 11,883 Part II Line 7 Bonus and incentive compensation is calculated annually based on performance metrics and goals, but also includes discretion from Board Management. A County of Medina Ohio 346001851 2021-12-31 7605000 Paid off 2012 Bonds used to construct outpatient facilities in Medina County false false B City of Middleburg Heights Ohio 346001879 2021-12-13 21331312 Used to defease 2012 Series B and 2012 Series C Bonds false false C City of Middleburg Heights Ohio 346001879 596126DQ2 2021-05-04 61066286 Used to defease Series 2011 Bonds D City of Middleburg Heights Ohio 346001879 596126CX8 2020-08-03 50567021 Improvement endoscopy and maternity and new born units, refund 2012 bonds false false A 7605000 7605000 2008 true false true true B 21331312 21331312 2014 true false true true C 61066286 2203 392355 60671728 2021 true false true true D 50567021 6029736 271958 536046 19021741 25029437 true false true true A false false true false false false false false true B false false true false false false false false true C false false true false false false false false true D false false true false false false false false true A false true true false false false B false true true false false false C false true true false false false D false false false false false false A true B true C true D true Heart Vascular Institute Officer/Director 10241 Partnership interest with HVI false Cardiovascular Med Assoc Officer/Director 39182 Contractor for Health Services false Orthowest LTD Former Officer/Director 468022 Contractor for Health Services false Part IV Line 1 and 2 Former President Medical Staff, Michael Deucher M.D. and former Director Trilok Sharma M.D. are shareholders in Cardiovascular Medicine Associates and former President Medical Staff in 2014, Ferdinand Plecha M.D. all have partnership interest in Heart and Vascular Institute. Part IV Line 3 Former President Medical Staff in 2018, Mark Panigutti M.D. has an interest in Orthowest LTD. Form 990, Part VI, Section A, Line 6 Southwest Community Health System non profit tax exempt is a voting member. University Hospitals Health System shares in 50 of the net income or loss excluding tax levy receipts of the Health Center under a Partnering Agreement. Form 990, Part VI, Section A, Line 7a Under the partnering agreement referenced in the narrative for Part VI line 6, University Hospitals non profit tax exempt has a 50 representation on the Health Centers board. Form 990, Part VI, Section A, Line 7b Budget is subject to approval by Southwest Community Health System. Form 990, Part VI, Section B, Line 11b The 990 is reviewed internally by the CEO and CFO. It is presented and reviewed at the Audit Committee of the Board of Trustees Governing Board at their October meeting. The Audit Committee of the Board of Trustees is a joint committee of the Boards of Southwest Community Health System and Southwest General Health Center. 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 VII, Section B, Line 12c Southwest Community Health System has a written conflict of interest policy that requires our officers, directors, and key employees to annually disclose potential conflicts of themselves and their family members on a questionnaire distributed by the Compliance Officer. If a designated person discloses in writing a circumstance that falls within the terms and conditions of the Southwest Community Health System policy, such disclosure shall be reviewed by the Compliance Officer and, as applicable, Southwest Community Health Systems Legal Counsel, senior leadership, and the Governance and Ethics Committee to determine the appropriate course of action. Southwest Community Health System requires all new physicians to disclose in writing any potential conflicts as part of the onboarding process. Southwest Community Health System also requires requests for proposals from vendors, suppliers, or contractors to disclose whether the bidder or any of the bidding companys officers or key personnel or their family members have a conflict with Southwest Community Health System. The Compliance Officer monitors potential conflicts disclosed from year to year and addresses changes in disclosures appropriately such as evaluating whether a disclosed conflicted interest still exists when a designated persons disclosure is inconsistent from their previous conflicts reported on the annual questionnaire. Southwest Community Health System enforces the conflict of interest policy in various ways on a case by case basis such as requiring a person to abstain from voting, advocating, or participating in decisions involving the conflicted interest or by requiring severing the relationship. The Compliance Officer is responsible for administering the conflict of interest program and documenting all actions required by the policy. Form 990, Part VI, Section B, Line 15a Southwest has a CEO Oversight Board Committee that annually reviews the CEOs salary. The committee uses an outside consultant to perform a salary survey using data about similarly situated executives in other organizations. Documentation for these decisions are currently kept by Southwest General Health Centers Human Resources department. In 2022 the review was done in December. Form 990, Part VI, Section B, Line 15b Executive salary actions are reviewed with the CEO Oversight Board Committee. Documentation for these decisions are currently kept by Southwest General Health Centers Human Resources department. Form 990, Part VI, Section C, Line 19 Board of Trustee lists, Mission and Vision statement, and a consolidated financial summary are available on our website at www.swgeneral.com. The 990 is available upon request. Quarterly and annual financial statement disclosure is available to the public at www.dacbond.com and https//emma.msrb.org/. Conflict of interest policy available upon request. Form 990, Part VII, Section A, Line 1 William A Young Jr, President and CEO of Southwest General Health Center is also on the Board of Southwest Community Health System and Southwest Community Health Foundation, both related organizations. Form 990, Part VII, Section A, Line 3 The compensation information for the following individual will also be found on related tax exempt organizations 990 returns. The compensation amounts on those other 990 returns is not additive to the amounts on this 990 return for tax ID 34-0753531. Ferdinand Plecha 34-1652755. Form 990, Part VII, Section A, Line 7 Kelly Linson SVP/Chief Financial Offer also provides time to Southwest Community Health System and Southwest Community Health Foundation, both related organizations. Form 990, Part VII, Section A, Line 1 The compensation information for the following individual will also be found on related tax exempt organizations 990 returns. The compensation amounts on those other 990 returns is not additive to the amounts on this 990 return for tax ID 34-0753531. William A. Young Jr 34-1455141 34-1455135 34-1652755. Form 990, Part VII, Section A, Line 7 The compensation information for the following individual will also be found on related tax exempt organizations 990 returns. The compensation amounts on those other 990 returns is not additive to the amounts on this 990 return for tax ID 34-0753531. Kelly Linson 34-1455141 34-1652755. Form 990, Part IX, Line 11g Program Services Consulting 2,540,549 General admin purchased services 6,859,303 Healthcare purchased services 25,668,689 Repair Service agreements 6,661,990. Management and General Services Consulting 1,406,931 General admin purchased services 8,589,302 Healthcare purchased services 131,545 Repair Service agreements 68,383. Form 990, Part XI, Line 9 Changes in the following fund balance accounts Contribution to Foundation 820,706 Drawable credited earning due from UHHS 25,071,466 and implementation of ASU 2016-01 change in equity investment reporting 10,552,908 Form 990, Part XII, Line 2b In the course of preparing their audit report, the independent auditors reviewed the organizations financial statements. Form 990, Part I, Line 19 The decrease between prior and current year is primarily due to higher costs associated with purchased services, combined with a reduction in investment income and COVID-19 relief funding. Southwest General Medical Group 18697 Bagley Road Middleburg Hts OH 44130 341652755 Physicians OH 501 c 3 12b SW Gen Hlth Cntr true Southwest Protection Svc 18697 Bagley Road Middleburg Hts OH 44130 841661280 Security OH 501 c 3 12a SW Gen Hlth Cntr true Southwest Community Hlth System 18697 Bagley Road Middleburg Hts OH 44130 341455141 Parent non-profit OH 501 c 3 10 N/A false Southwest Community Hlth Foundation 18697 Bagley Road Middleburg Hts OH 44130 341455135 Foundation OH 501 c 3 12a SW Hlth Sys true Southwest Holdings Inc 18697 Bagley Road Middleburg Hts OH 44130 341461753 Retail Pharmacy OH Southwest Gen Hlth Cntr C Corp 33545 1972851 1.00000 true true false false false false false false false false false false true true false false true true true false Southwest General Medical Group r 15169133 Amount Contributed Southwest General Medical Group a 703525 Amount Received Southwest General Medical Group l 217260 Amount Paid Southwest General Medical Group m 476375 Amount Paid Southwest Community Health Foundation q 222214 Amount Paid Southwest Community Health Foundation r 220593 Amount Paid Southwest Holdings Inc p 96983 Amount Paid Southwest Holdings Inc m 332211 Amount Paid Southwest Holdings Inc a 15036 Amount Received