2024-05-14T14:06:25-05:00 2023-06-30 440160260 FORVIS LLP 500 RIDGEFIELD COURT ASHEVILLE NC 28806 990 2022-07-01 620544855 SWEETWATER HOSPITAL ASSOCIATION SWEE 8652138200 304 CHURCH STREET SWEETWATER TN 37874 ANDREA HENRY CEO 8652138200 2024-05-14 1 ANDREA HENRY 999009999 1 AMY BIBBY P00445891 8282542254 2024-05-14 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z ANDREA HENRY 304 CHURCH STREET SWEETWATER TN 37874 67450526 0 X WWW.SWEETWATERHOSPITAL.ORG X 1934 TN OUR MISSION IS TO PROVIDE THE HIGHEST QUALITY MEDICAL CARE AVAILABLE IN OUR SERVICE AREA WITHIN OUR SCOPE OF CARE. 11 8 664 5 0 0 3791826 8200 65579645 66441654 -5993947 -1361833 425676 380121 63803200 65468142 0 0 0 0 26279341 28082356 0 0 0 43140002 45512265 69419343 73594621 -5616143 -8126479 95564222 98045099 4946665 12272771 90617557 85772328 TO PROVIDE THE HIGHEST QUALITY OF MEDICAL CARE. TO CONTINUE OUR REPUTATION FOR HAVING HIGHLY KNOWLEDGEABLE AND TECHNICALLY SKILLED STAFF. TO PROVIDE OUTSTANDING PATIENT CARE IN STATE OF THE ART FACILITIES WITH GENUINE KINDNESS AND COMPASSION FOR OTHERS. 0 0 61563530 66441654 SWEETWATER HOSPITAL ASSOCIATION HAS A STRONG FOUNDATION OF CARING AND EXCELLENCE THAT PROVIDES QUALITY PATIENT CARE. THROUGHOUT 2023, THE HOSPITAL ADVANCED ITS MISSION IN MANY WAYS. THE HOSPITAL WELCOMED MANY NEW PHYSICIANS, INCLUDING THOSE SPECIALIZING IN GENERAL SURGERY, FAMILY AND WOMEN'S HEALTH, INTERNAL MEDICINE AND OBSTETRICS. THE HOSPITAL RECENTLY UPGRADED ITS COMMUNICATION SYSTEM WHICH ALLOWS FOR BETTER COMMUNICATION BETWEEN PROVIDERS AND PATIENTS. THE HOSPITAL ALSO STARTED A NEW SURGICAL ROBOTICS PROGRAM TO ENHANCE THE PATIENT EXPERIENCE AND PROVIDE MANY BENEFITS INCLUDING; SHORTER HOSPITALIZATION, REDUCED PAIN AND DISCOMFORT, AND FASTER RECOVERY TIME. 61563530 1 0 0 1 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 1 1 0 0 0 1 45 0 1 664 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X ASHLEY VOTRUBA 8652138200 304 WRIGHT STREET SWEETWATER TN 37874 DOUG WARREN CHAIRMAN 2.00 X X 3000 0 0 KENNY ARCHER BOARD MEMBER 1.00 X 1800 0 0 GARY KIMSEY BOARD MEMBER 1.00 X 1800 0 0 TOM KORN BOARD MEMBER 1.00 X 1700 0 0 JOHN CARSON BOARD MEMBER 1.00 X 1800 0 0 PAT PENNINGTON BOARD MEMBER 1.00 X 1800 0 0 BARBARA WATSON BOARD MEMBER 1.00 X 1800 0 0 DR KENYA KOZAWA BOARD MEMBER, PHYSICIAN 1.00 X 0 0 0 DR CHRISTOPHER BOWMAN BOARD MEMBER, PHYSICIAN 1.00 X 543638 0 0 DR LAURENCE JAMES BOARD MEMBER, PHYSICIAN 1.00 X 442827 0 0 JIM FAIRWEATHER BOARD MEMBER 1.00 X 1800 0 0 IAN MCFADDEN CEO 40.00 X 323678 0 26544 JOHN DAWSON PHYSICIAN 40.00 X 248793 0 17378 PATTI THOMPSON PHARMACIST 40.00 X 172292 0 14492 MELISSA HARRIS COO 40.00 X 169167 0 15383 HEATHER MCDONALD PHARMACIST 40.00 X 156704 0 6196 MICHAEL REYNOLDS CFO 40.00 X 147917 0 11444 2220516 0 91437 24 0 1 0 KEN KOZAWA I MD PC 132 FAIRLANE CIRCLE SWEETWATER TN 37874 PHYSICIAN SERVICES 2416856 SAM COUILLARD 9128 STONEY MOUNTAIN DRIVE CHATTANOOGA TN 37421 ANESTHESIA SERVICES 1295320 CHRISTOPHER BOWMAN 424 FAIRLANE DRIVE SWEETWATER TN 37874 PHYSICIAN SERVICES 543638 TRACEY BEVERLEY 344 SHORTBARK LANE MADISONVILLE TN 37354 PHYSICIAN SERVICES 509492 WENDY SANT ROBBINS 2504 NEW HWY 68 SWEETWATER TN 37874 PHYSICIAN SERVICES 468983 17 8200 8200 NET PATIENT REVENUE 621990 66441654 66441654 66441654 620551 620551 1982384 -1982384 -1982384 -1982384 CAFETERIA SALES 900099 200882 200882 GIFT SHOP SALES 900099 90560 90560 MISCELLANEOUS INCOME 900099 72509 72509 16170 16170 380121 65468142 66441654 0 -981712 330737 330737 23425727 19865678 3560049 656990 549389 107601 1984809 1659741 325068 1684093 1418870 265223 173952 173952 109175 109175 7262412 5934684 1327728 541558 660 540898 1397695 1210301 187394 148183 103981 44202 138301 138301 3845253 3845253 406610 406610 BAD DEBT 10908006 10908006 FEE AND REGISTRATIONS 10392246 10217827 174419 SUPPLIES AND RAW FOOD 9684828 9417184 267644 LAUNDRY 249034 249034 255012 28175 226837 73594621 61563530 12031091 0 26548406 2316756 2558767 1682000 6994854 8515925 386418 362810 1703764 2657119 236335 469837 97495980 62489472 32440838 35006508 22349249 45879643 155017 155017 2190574 999484 95564222 98045099 4798772 6466642 147893 2490394 0 3315735 4946665 12272771 X 90617557 85772328 90617557 85772328 95564222 98045099 -8126479 3281250 0 X X 0 1 X 0 0 X 0 0 0 0 0 0 0 0 1 3360 3360 0 PART II-B, LINE 1: PORTION OF HOSPITAL ASSOCIATION MEMBERSHIP DUES THAT ARE USED FOR LOBBYING. 1654856 1654856 46027981 29996946 16031035 48303074 31507526 16795548 1510069 985000 525069 35006508 OPERATING LEASE LIABILITY 315735 LINE OF CREDIT 3000000 3315735 X 57841386 3281250 3281250 54560136 10908006 10908006 65468142 62686615 0 62686615 10908006 10908006 73594621 PART X, LINE 2: THE INTERNAL REVENUE SERVICE HAS DETERMINED THAT THE ASSOCIATION AND ITS WHOLLY-OWNED SUBSIDIARY ARE EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC). THE ASSOCIATION IS REQUIRED TO OPERATE IN CONFORMITY WITH THE IRC IN ORDER TO MAINTAIN ITS TAX-EXEMPT STATUS. THE ASSOCIATION HAS DETERMINED THAT IT DOES NOT HAVE ANY MATERIAL UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2023 AND 2022. PART XI, LINE 4B - OTHER ADJUSTMENTS: BAD DEBT EXPENSE 10,908,006. PART XII, LINE 4B - OTHER ADJUSTMENTS: BAD DEBT EXPENSE 10,908,006. 1 1 0 1 X 100.000000000000 0 0 1 1 3166817 0 3166817 0.05050 11670895 7991568 3679327 0.05870 64356 133876 0 0.00000 14902068 8125444 6846144 0.10920 14902068 8125444 6846144 0.10920 1 10908006 1625293 7393717 6885007 508710 X 1 1 1 1 SWEETWATER HOSPITAL ASSOCIATION 304 WRIGHT STREET SWEETWATER TN 37874 HTTPS://SWEETWATERHOSPITAL.ORG 00000089 X X X SWEETWATER HOSPITAL ASSOCIATION 1 0 0 1 X X X X X X X X X 21 1 0 0 1 X HTTPS://SWEETWATERHOSPITAL.ORG/COMMUNITY-NEEDS-ASSESSMENT/ X 1 21 1 WWW.SWEETWATERHOSPITAL.ORG 0 1 X 100.000000000000 1 1 X X X 1 X HTTPS://SWEETWATERHOSPITAL.ORG/FINANCIAL-POLICY/ X HTTPS://SWEETWATERHOSPITAL.ORG/FINANCIAL-POLICY/ X X X X X X 1 X 0 X X 1 X 0 0 SWEETWATER HOSPITAL ASSOCIATION PART V, SECTION B, LINE 5: PART V, SECTION B, LINE 5: IN COLLABORATION WITH CHOTA, A CONVENIENCE SURVEY WAS DISTRIBUTED AS FOLLOWS: -PUBLIC OFFICIALS -MAYORS, POLICE CHIEFS, EMS DIRECTOR, MONROE COUNTY HEALTH DEPARTMENT DIRECTOR, LOCAL HEALTH PROVIDERS, SWEETWATER HOSPITAL ASSOCIATION BOARD OF DIRECTORS, -LOCAL SCHOOL OFFICIALS -THE COMMUNITY AT LARGE VIA HARD COPY AND GOOGLE DOC AS A SOCIAL MEDIA BLAST, LOCAL SHOPPING VENUES AND SCHOOL EVENTS. A TOTAL OF 403 SURVEY RESPONSES WERE RECEIVED. THIS INFORMATION WAS USED TO PRIORITIZE THE THREE GREATEST HEALTH NEEDS, THREE MOST IMPORTANT HEALTH PROBLEMS, AND THE THREE MOST IMPORTANT FACTORS FOR A HEALTHY COMMUNITY. 4 1 - SWEETWATER HOSPITAL HOME HEALTH 304 WRIGHT STREET SWEETWATER TN 37874 HOME HEALTH 2 - FAMILY MEDICINE AND WOMEN'S HEALTH LOUDE 901 GROVE STREET LOUDEN TN 37774 FAMILY AND WOMEN'S HEALTH 3 - FAMILY AND INDUSTRIAL MEDICINE 156 GRAND VISTA VONORE TN 37885 FAMILY AND INDUSTRIAL MEDICINE 4 - PHYSICAL THERAPY VONORE 155 GRAND VISTA VONORE TN 37885 PHYSICAL THERAPY PART I, LN 7 COL(F): THE BAD DEBT EXPENSE INCLUDED ON FORM 990, PART IX, LINE 25, COLUMN (A), BUT SUBTRACTED FOR PURPOSES OF CALCULATING THE PERCENTAGE IN THIS COLUMN IS $10,908,006 PART II, COMMUNITY BUILDING ACTIVITIES: 1) NUTRITION OBESITY: PROVIDED COMMUNITY BASED FITNESS OPPORTUNITIES IN THE SCHOOLS, THROUGH THE CITY PARKS AND HEALTH DEPARTMENT. 2) ACCESS TO HEALTH CARE: PROVIDED HIGH QUALITY CARE IN AN EFFICIENT MANNER TO ALL PATIENTS WHO PRESENT TO THE EMERGENCY DEPARTMENT REGARDLESS OF THE LEVEL OF COMPLAINT OR ABILITY TO PAY. 3) SUBSTANCE ABUSE AND MENTAL HEALTH: SUPPORTED LOCAL NONABUSE MEETINGS, SCHOOL BASED EDUCATION AND POLICE TASK FORCES. COMMUNITY BASED ADULT AND YOUTH EDUCATION AND CRISIS SERVICES WERE PROVIDED. IN COUNTY SERVICES FOR MENTAL HEALTH WERE PROVIDED BY HIAWASSEE MENTAL HEALTH MOBILE CRISIS. COMMUNITY MENTAL HEALTH FORUM TO MEET TO PROVIDE A NETWORKING OPPORTUNITY FOR ALL MENTAL HEALTH PROVIDERS. 4) PREVENTION OF CHRONIC DISEASES: EDUCATION WAS PROVIDER BASED. THE HOSPITAL CONTINUES TO REVIEW IN FUTURE LONG RANGE PLANNING COMMITTEES. HEALTH SCREENING AND DIABETIC TRAINING WERE AMONG SOME OF THE COMMUNITY EVENTS THAT THE HOSPITAL PARTICIPATED IN. PART VI, LINE 2: PART V, SECTION B, LINE 5: A HEALTH NEEDS ASSESSMENT IS COMPLETED IN COLLABORATION WITH OTHER HEALTH ORGANZIATIONS WITHIN THE COMMUNITY. A SURVEY IS DISTRIBUTED TO PUBLIC OFFICIALS, LOCAL SCHOOL OFFICIALS, AND THE COMMUNITY AT LARGE VIA HARD COPY AND GOOGLE DOC. A NOTIFICATION OF THE SURVEY IS PUBLICIZED ON SOCIAL MEDIA, COMMUNITY VENUES, AND SCHOOL EVENTS. ONCE SURVEY RESPONSES ARE RECEIVED, THE INFORMATION GATHERED IS USED TO DETERMINE THE THREE GREATEST HEALTH NEEDS OF THE COMMUNITY. PART VI, LINE 3: PATIENTS ARE EDUCATED ON THE AVAILABILITY OF FINANCIAL ASSISTANCE THROUGH THE POSTING OF POLICY IN THE REGISTRATION AREAS, ON THE HOSPITAL WEBSITE, AND DIRECT REQUEST FROM THE PATIENT OR REPRESENTATIVE. PART VI, LINE 4: MONROE COUNTY IS LOCATED IN THE SOUTHEASTERN PORTION OF THE STATE OF TENNESSEE IN THE FOOTHILLS OF THE SMOKY MOUNTAINS. MONROE COUNTY HAS A TOTAL AREA OF 653 SQUARE MILES, OF WHICH 635 SQUARE MILES IS LAND AND 18 SQUARE MILES IS WATER. MONROE COUNTY RANKS AS THE SIXTH LARGEST IN LAND AREA AMONG TENNESSEE'S 95 COUNTIES. ON THE MOST RECENT CENSUS, 5.3% OF THE POPULATION WAS UNDER 5 YEARS OF AGE, 20.8% WERE UNDER 18 YEARS OF AGE, AND 21.9% WERE OVER 65 YEARS OF AGE. AS OF JULY 1, 2023 THERE WERE 18,976 HOUSEHOLDS IN MONROE COUNTY. THE POVERTY LEVEL OF MONROE COUNTY WAS 14.9% AS OF JULY 1, 2023. PART VI, LINE 5: THE MAJORITY OF THE BOARD IS COMPRISED OF UNRELATED, LOCAL PEOPLE. LOCAL PHYSICIANS HAVE PRIVILEGES IN ALL OR ALMOST ALL DEPARTMENTS. SURPLUS FUNDS ARE INVESTED BACK INTO THE ORGANZIATION FOR IMPROVEMENTS IN THE CARE DELIVERY TO THE PEOPLE SERVED BY SWEETWATER HOSPITAL ASSOCIATION. THESE FUNDS ARE UTILIZED TO UPDATE AND IMPROVE FACILITIES, EXPAND SERVICES, AND SUPPORT EMPLOYEES AND PHYSICIANS WITHIN THE ORGANIZAITON. PART VI, LINE 2: SWEETWATER HOSPITAL ASSESSED THE HEALTH NEEDS OF THE COMMUNITY SERVED BY A REVIEW OF THE EXISTING DATA ALREADY AVAILABLE IN THE COMMUNITY, REGION AND STATE. A SURVEY OF THE COMMUNITY WAS CONDUCTED. THIS SURVEY INCLUDED PATIENTS, FAMILY, VISITORS, PUBLIC OFFICIALS, SCHOOL OFFICIALS AND SOCIAL MEDIA. THE TOP THREE COMMUNITY HEALTH NEEDS WERE IDENTIFIED IN FEBRUARY 12, 2021 AS: 1) SUBSTANCE ABUSE 2) WELLNESS/HEALTHY LIFESTYLE 3) CHRONIC DISEASE. 403 SURVEY RESPONSES WERE RECEIVED. PART VI, LINE 3: PATIENTS ARE EDUCATED IN THE AVAILABILTY OF FINANCIAL ASSISTANCE THROUGH THE POSTING OF POLICY IN THE REGISTRATION OFFICE, POSTING OF THE POLICY ONLINE, AND REQUEST FROM THEIR PATIENT REPRESENTATIVE. PART VI, LINE 4: MONROE COUNTY IS LOCATED IN THE SOUTHEASTERN PORTION OF THE STATE OF TENNESSEE IN THE FOOTHILLS OF THE SMOKY MOUNTAINS. THE COUNTY HAS A TOTAL AREA OF 653 SQUARE MILES, OF WHICH 635 SQUARE MILES IS LAND AND 18 SQUARE MILES OF IT IS WATER. MONROE COUNTY RANKSAS THE SIXTH LARGEST IN LAND AREA AMONG TENNESSEE'S 95 COUNTIES. AS OF 2013, 5.3% OF THE POPULATION WAS UNDER 5 YEARS OLD, 21.9% WAS UNDER 18 YEARS OLD AND 18.8% WAS 65 YEARS OF AGE OR OLDER. FEMALES OUTNUMBER MALES IN ALL AREAS OF THE COUNTY AND THE MEDIAN AGE ROSE FROM 36.8 IN 2000 TO 41.6 IN 2010. AS OF JULY 1, 2014 THERE WAS A TOTAL OF 18,330 HOUSEHOLDS IN MONROE COUNTY. PART VI, LINE 5: SWEETWATER HOSPITAL ASSOCIATION IS A 59-BED ACUTE CARE NOT-FOR-PROFIT CORPORATION WHICH WAS CHARTERED BY THE STATE OF TENNESSEE IN 1936. IT IS A UNIQUE ORGANIZATION IN THAT NO STOCK HAS EVER BEEN ISSUED, NOR CAN BE ISSUED IN THE FUTURE. SINCE THERE ARE NEITHER OWNERS NOR STOCKHOLDERS, ANY MONEY GENERATED IN EXCESS OF OPERATIONAL FUNDS IS DEDICATED BY LAW AND RESOLUTION OF THE BOARD OF DIRECTORS TO PERPETUAL USE FOR IMPROVING HEALTH CARE DELIVERY TO THE PEOPLE SERVED BY SWEETWATER HOSPITAL ASSOCIATION. SWEETWATER HOSPITAL ASSOCIATION IS LOCATED IN RURAL EAST TENNESSEE AND PROUDLY SERVES PARTS OF MEIGS COUNTY, MCMINN COUNTY, ROANE COUNTY, LOUDON COUNTY, AND MONROE COUNTY. IT IS THE ONLY HOSPITAL LOCATED IN MONROE COUNTY WHICH HAS A POPULATION OF APPROXIMATELY 38,000. X X X X 0 0 0 0 0 0 0 0 0 DR CHRISTOPHER BOWMAN BOARD MEMBER, PHYSICIAN 543638 0 0 0 0 0 0 0 0 0 543638 0 0 0 DR LAURENCE JAMES BOARD MEMBER, PHYSICIAN 442827 0 0 0 0 0 0 0 0 0 442827 0 0 0 IAN MCFADDEN CEO 267016 0 27500 0 29162 0 12081 0 14463 0 350222 0 0 0 JOHN DAWSON PHYSICIAN 232582 0 10000 0 6211 0 9602 0 7776 0 266171 0 0 0 PATTI THOMPSON PHARMACIST 153088 0 0 0 19204 0 7166 0 7326 0 186784 0 0 0 MELISSA HARRIS COO 136333 0 7000 0 25834 0 6705 0 8678 0 184550 0 0 0 HEATHER MCDONALD PHARMACIST 150238 0 0 0 6466 0 6196 0 0 0 162900 0 0 0 MICHAEL REYNOLDS CFO 138858 0 0 0 9059 0 6090 0 5354 0 159361 0 0 0 PART I, LINE 3 (A) BOARD SELECTED MEMBERS OF THE NOMINATING/COMPENSATION COMMITTEE ARE INVOLVED IN THE DECISION (B) COMPARABILITY DATA USED: US HOSPITAL SALARY SURVEY AND COMPARABLE ORGANIZATIONS FORM 990 (C) CEO KEN KOZAWA BOARD MEMBER 2416856 PHYSICIAN 0 PART IV LINE 1 KEN KOZAWA, BOARD MEMBER AND OWNER OF KEN KOZAWA I, MD PC, RECEIVES COMPENSATION FOR PHYSICIAN SERVICES. FORM 990, PART VI, SECTION B, LINE 11B MANAGEMENT WILL REVIEW THE TAX RETURN BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C POSSIBLE CONFLICTS OF INTEREST ARE REQUIRED TO BE DISCLOSED ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 TOP OFFICIALS ARE APPROVED BY THE BOARD OF DIRECTORS. COMPENSATION FOR OFFICERS USE (A) BOARD SELECTED MEMBERS OF THE NOMINATING/COMPENSATION COMMITTEE ARE INVOLVED IN THE DECISION (B) COMPARABILITY DATA USED: US HOSPITAL SALARY SURVEY AND COMPARABLE ORGANIZATIONS FORM 990 (C) CEO FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THE ORGANIZATION'S PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. IDEAL RENTAL COMPANY INC 304 WRIGHT STREET SWEETWATER TN 37874 620933728 REAL ESTATE TN SWEETWATER HOSPITAL ASSOCIATION C 15928 1.00000 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0