2026-05-04T12:58:58-05:00 2025-06-30 393647910 WIPFLI ADVISORY LLC 1502 LONDON ROAD SUITE 200 DULUTH MN 55812 990 2024-07-01 391370626 SOUTHWEST HEALTH CENTER INC SOUT 6083482331 1400 EASTSIDE RD PLATTEVILLE WI 538189800 JESSE SOOKOCHOFF CFO 6083482331 2026-04-30 1 1 MICHAEL J PETERSON CPA P01833529 2187224705 2026-04-30 2024 2025-03-06 01:10:19Z DANIEL ROHRBACH 1400 EASTSIDE RD PLATTEVILLE WI 538189800 180921158 0 X WWW.SOUTHWESTHEALTH.ORG X 1981 WI OFFER 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. 10 6 730 30 0 0 336077 1221910 113795359 142834297 4139385 3800451 686388 96222 118957209 147952880 251466 290564 0 0 60490693 67465956 0 0 0 45288751 51372083 106030910 119128603 12926299 28824277 171116803 203538932 22596863 22183786 148519940 181355146 X CARING. FOR LIFE. 0 0 103021673 290564 142834297 SOUTHWEST HEALTH CENTER, INC. (THE ORGANIZATION") PROVIDES INPATIENT, OUTPATIENT, EMERGENCY, OUTPATIENT BEHAVIORAL HEALTH, AND CLINICAL 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 FY2025 TOTALED $342,022. IN ADDITION, DISCOUNTS TO THE MEDICAID PROGRAM FOR HOSPITAL AND CLINIC SERVICES AMOUNTED TO $18,853,157. (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 PUBLICATION 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- ATTENDANCE TO SEVERAL HEALTH FAIRS AT OUR LOCAL UNIVERSITY, OUTREACHING TO LOCAL COLLEGE STUDENTS- A DIABETES MONTHLY SUPPORT GROUP- PROVIDING OF SPACE FOR LOCAL SUPPORT GROUPS LIKE ALCOHOLICS ANONYMOUS, PARKINSON'S SUPPORT GROUP AND LOCAL BLOOD DRIVES- A BI-WEEKLY HEALTH INFORMATION COLUMN IN A LOCAL NEWSPAPER- QUARTERLY EDITORIAL IN PUBLICATIONS THAT COVER THREE COUNTIES IN WISCONSIN, AND TWO IN IOWA- HOSTING OF A WEBSITE WITH IMPORTANT HEALTH INFORMATION- PROMOTIONS AND BLOGS/ARTICLES ON OUR SOCIAL MEDIA FACEBOOK PAGE- PROMOTION HEALTH RESOURCES THAT PROVIDES PATIENTS, FAMILY MEMBERS, AND COMMUNITY MEMBERS ANSWERS TO HEALTH QUESTIONS AND OTHER RESOURCES - SPONSORING OF SEGMENTS ON THE LOCAL RADIO SUPPORTING DIFFERENT COMMUNITY AND CITY ORGANIZATIONS AND EVENTS- HOSTING OF AN ANNUAL COMMUNITY EVENT THAT PROMOTES A SAFE PLACE FOR FAMILIES TO COME HEAR ABOUT HEALTH INFORMATION IN OUR LOCAL CITY PARK- SPONSORSHIPS OF LOCAL ATHLETIC TEAMS IN CITY SPORTS CLUBS- SUPPORT FOR LOCAL SCHOOL PROGRAM TO PROVIDE FOOD BAGS THAT GO HOME WITH STUDENTS IN NEED OVER HOLIDAYS AND BREAKSFOR FISCAL YEAR 2025, TOTAL HOSPITAL PATIENT DAYS WERE 3,759 AND TOTAL OUTPATIENT PROCEDURES WERE 215,276. SOME KEY STATISTICS INCLUDED IN THESE TOTALS WERE 2,622 ACUTE INPATIENT AND NURSERY DAYS, 152 SWING BED INPATIENT DAYS, AND 14,304 EMERGENCY ROOM/URGENT CARE VISITS. THE ORGANIZATION ALSO PROVIDES CLINICAL SERVICES AT FOUR PRIMARY CARE CLINICS LOCATED IN PLATTEVILLE, DARLINGTON, KIELER, AND CUBA CITY, WISCONSIN AS WELL AS SPECIALTY PHYSICIAN SERVICES IN THE AREAS OF GENERAL SURGERY, ORTHOPEDICS, WOMEN'S HEALTH, PAIN MANAGEMENT AND EYECARE SERVICES. 103021673 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 1 0 1 1 1 1 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 55 0 730 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 6 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WI X JESSE SOOKOCHOFF 6083482331 1400 EASTSIDE RD PLATTEVILLE WI 538189800 DANIEL ROHRBACH CEO 40.00 0.50 X X 492659 0 111897 KEVIN CARR MD BOARD MEMBER/PHYSICIAN 40.00 X 438675 0 52239 LOU SCHWEIGERT CHAIRMAN 2.00 X X 12000 0 0 JOSEPH ROSEMEYER DC VICE CHAIRMAN 2.00 X X 12000 0 0 ANGELA UDELHOFEN SECRETARY 2.00 X X 10200 0 0 DONALD TUESCHER TREASURER 2.00 X X 10200 0 0 DONNA HOPPENJAN BOARD MEMBER 2.00 X 10200 0 0 BRUCE KROLL BOARD MEMBER 2.00 X 10200 0 0 STEVE LITTLE BOARD MEMBER 2.00 X 10200 0 0 JAMES SCHNELLER BOARD MEMBER 2.00 X 10200 0 0 STEVEN MCCARTHY COO 40.00 0.50 X 266459 0 108465 JESSE SOOKOCHOFF CFO 40.00 0.50 X 273385 0 11857 JOSHUA LINDSEY PHYSICIAN 40.00 X 930007 0 293915 ALEXANDER STRASSMAN PHYSICIAN 40.00 X 823190 0 56499 SCOTT HOUGHTON PHYSICIAN 40.00 X 666934 0 89832 KYLE QUILLIN PHYSICIAN 40.00 X 589814 0 58377 MARK BOGNER PHYSICIAN 40.00 X 466387 0 56197 5032710 0 839278 113 0 1 0 SHARED IMAGING SERVICES 944 WATER STREET SAUK CITY WI 53583 IMAGING SERVICES 1860368 SSM HEALTH - WITTS PO BOX 736014 CHICAGO IL 60673 IT SOFTWARE AND SERVICES 823412 MARKET & JOHNSON 2350 GALLOWAY ST PO BOX 630 EAU CLAIRE WI 54702 CONTRACTING 689190 RIVER VALLEY ARCHITECTS 3300 BIRCH STREET SUITE 1A EAU CLAIRE WI 54703 ARCHITECTURE 673982 SSM HEALTHCARE OF WISCONSIN PO BOX 719074 CHICAGO IL 60677 REFERENCE LAB SERVICES 636383 23 50008 1171902 1221910 HOSPITAL PATIENT REVENUE 621990 74539125 74539125 CLINIC REVENUE 621110 67844016 67844016 PHARMACY REVENUE 621990 451156 451156 142834297 3038947 3038947 105385 6368 99017 99017 99017 33697651 10761 32902182 44726 795469 -33965 761504 761504 12207 50008 15002 -2795 -2795 147952880 142834297 0 3896673 261564 261564 29000 29000 2183750 1032843 1150907 50557392 44476713 6080679 2078785 1757959 320826 12646029 10659780 1986249 176203 176203 5686 5686 9639827 6868349 2771478 387306 57898 329408 641198 559283 81915 1513940 295417 1218523 2513705 2422459 91246 54501 37043 17458 284554 174293 110261 152223 129969 22254 5003789 4271335 732454 368400 366072 2328 MEDICAL SUPPLIES 13486439 13267209 219230 PHARMACEUTICALS 10653734 10653734 BAD DEBT EXPENSE 4950760 4950760 DUES AND SUBSCRIPTIONS 376590 124440 252150 1163228 625553 537675 119128603 103021673 16106930 0 2528 2528 25017729 31744466 18901032 22548653 0 1162204 1386705 1801576 1147751 1170797 102569961 52117817 49802497 50452144 68442857 89351160 2589079 1396934 218833 245166 3607792 3663304 171116803 203538932 11476880 12715011 1997831 1048294 5131438 3986244 3990714 4434237 22596863 22183786 X 147665587 179426255 854353 1928891 148519940 181355146 171116803 203538932 X 28824277 3698072 312857 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 5686 5686 0 PART II-B, LINE 1: THE ORGANIZATION PAYS ANNUAL ASSOCIATION MEMBERSHIP DUES TO THE WISCONSIN HOSPITAL ASSOCIATION (WHA). THESE DUES ARE PAID PRIMARILY TO ACCESS EDUCATIONAL MATERIALS AND FOR STAFF TRAINING AND MATERIALS. THE WHA HAS NOTIFIED SOUTHWEST HEALTH CENTER, INC. THAT $3,728 OF THE ANNUAL DUES WERE USED IN CONJUNCTION WITH LOBBYING ACTIVITIES WITH THE GOAL OF IMPROVING THE OVERALL HEALTH CARE ENVIRONMENT. THE ORGANIZATION IS ALSO A MEMBER OF THE RURAL WISCONSIN HEALTH COOPERATIVE (RWHC). EACH YEAR, THE ORGANIZATION PAYS MEMBERSHIP FEES TO RWHC. THE 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, THE RWHC ALSO DOES PROVIDE ANALYSIS OF CURRENT HEALTH CARE ISSUES IN AN EFFORT TO PROMOTE AND BETTER HEALTH CARE FOR HOSPITALS IN RURAL COMMUNITIES THROUGHOUT WISCONSIN. ONE OF THESE EFFORTS ALSO INCLUDES SOME LOBBYING ON THE PART OF THE MEMBER ORGANIZATIONS. THE RWHC DETERMINED THAT $1,803 OF THE FEES PAID BY SOUTHWEST HEALTH CENTER, INC. IN 2024 RELATED TO LOBBYING ACTIVITIES WITH THE GOAL OF IMPROVING THE HEALTH CARE ENVIRONMENT IN THE STATE OF WISCONSIN. THE ORGANIZATION ALSO PAYS ANNUAL ASSOCIATION MEMBERSHIP DUES TO THE AMERICAN HOSPITAL ASSOCIATION (AHA). THESE DUES ARE PAID PRIMARILY TO CONTINUE TO POSITIVELY INFLUENCE THE PUBLIC POLICY ENVIRONMENT FOR PATIENTS, COMMUNITIES AND THE HEALTH CARE FIELD. THE AHA HAS NOTIFIED SOUTHWEST HEALTH CENTER, INC. THAT $155 OF THE ANNUAL DUES WERE USED IN CONJUNCTION WITH LOBBYING ACTIVITIES WITH THE GOAL OF IMPROVING THE OVERALL HEALTH CARE ENVIRONMENT. 854353 103538 29000 928891 775712 110107 31466 854353 736256 68456 29000 775712 828130 -60874 31000 736256 703096 154034 29000 828130 0.00000 0.39621 0.60379 0 0 3330875 3330875 63819817 28802831 35016986 30676815 23314986 7361829 4742454 4742454 50452144 DEFERRED COMPENSATION 3229195 OPERATING LEASE LIABILITIES 968188 FINANCE LEASE LIABILITIES 236854 4434237 X 145676693 3698072 -4980627 -1282555 146959248 993632 993632 147952880 113841487 6368 6368 113835119 5293484 5293484 119128603 PART V, LINE 4: TO PROVIDE SCHOLARSHIP FUNDS TO BE AVAILABLE TO AREA STUDENTS SEEKING TO FURTHER THEIR EDUCATION IN A HEALTH CARE RELATED FIELD. PART X, LINE 2: SOUTHWEST HEALTH CENTER, INC. IS A NOT-FOR-PROFIT CORPORATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE "CODE") AND IS EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. IT IS ALSO EXEMPT FROM STATE INCOME TAXES ON RELATED INCOME. SOUTHWEST HEALTH CENTER, INC. IS ALSO ENGAGED, TO A LIMITED EXTENT, IN CERTAIN ACTIVITIES SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME (UBI). INCOME TAXES ON UBI ARE NOT SIGNIFICANT. THE OTHER SUBSIDIARIES OF SOUTHWEST HEALTH ARE TAXABLE CORPORATIONS AND INCLUDE SOUTHWEST MEDICAL SERVICES, INC. AND SOUTHWEST SENIOR ENTERPRISES, INC. SOUTHWEST HEALTH 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, SOUTHWEST HEALTH RECORDS THESE AMOUNTS IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. DEFERRED INCOME TAXES HAVE BEEN PROVIDED UNDER THE LIABILITY METHOD. DEFERRED TAX ASSETS AND LIABILITIES ARE DETERMINED BASED ON THE DIFFERENCE BETWEEN 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, NET OF ANY VALUATION ALLOWANCES. DEFERRED TAX EXPENSE IS THE RESULT OF CHANGES IN THE DEFERRED TAX ASSET AND LIABILITY. DEFERRED TAX ASSETS ARE REDUCED BY A VALUATION ALLOWANCE WHEN, IN THE OPINION OF MANAGEMENT, IT IS MORE LIKELY THAN NOT THAT SOME PORTION OR ALL OF THE DEFERRED TAX ASSETS WILL NOT BE REALIZED. AT JUNE 30, 2025 AND 2024, SOUTHWEST HEALTH RECORDED A VALUATION ALLOWANCE AGAINST ALL OF ITS DEFERRED TAX ASSETS RELATED TO SOUTHWEST SENIOR ENTERPRISES, INC. TO REFLECT THE AMOUNT THAT MANAGEMENT BELIEVES WILL ULTIMATELY BE REALIZED. REALIZATION OF DEFERRED TAX ASSETS IS DEPENDENT ON SUFFICIENT FUTURE TAXABLE INCOME DURING THE PERIOD THAT DEDUCTIBLE TEMPORARY DIFFERENCES AND CARRYFORWARDS ARE EXPECTED TO BE AVAILABLE TO REDUCE TAXABLE INCOME. BASED ON MANAGEMENT'S PROJECTIONS, THE NET DEFERRED TAX ASSETS WILL NOT BE RECOVERED WITH PROJECTED TAXABLE INCOME. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN EQUITY IN UNCONSOLIDATED AFFILIATES 312,857. FOUNDATION EXPENSES -342,724. BAD DEBT EXPENSE -4,950,760. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES -6,368. RESTRICTED CONTRIBUTIONS 1,000,000. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 6,368. PART XII, LINE 4B - OTHER ADJUSTMENTS: BAD DEBT EXPENSE 4,950,760. FOUNDATION EXPENSES 342,724. FOUNDATION GOLF 62215 50008 12207 7030 7762 210 62215 50008 12207 7030 7762 210 15002 -2795 1 1 X 1 X 300.000000000000 1 X 600.000000000000 1 1 0 1 1 124240 124240 0.00110 11737922 6715299 5022623 0.04400 11862162 6715299 5146863 0.04510 84546 84546 0.00070 17528869 8158757 9370112 0.08210 39630 39630 0.00030 17653045 8158757 9494288 0.08310 29515207 14874056 14641151 0.12820 25000 25000 0.00020 51564 51564 0.00050 76564 76564 0.00070 0 1798368 899184 23817013 23421073 395940 X 1 1 1 1 SOUTHWEST HEALTH CENTER INC 1400 EASTSIDE ROAD PLATTEVILLE WI 53818 WWW.SOUTHWESTHEALTH.ORG 1059 X X X X SOUTHWEST HEALTH CENTER INC 0 0 1 X X X X X X X X X X 24 1 1 1 1 X SEE SUPPLEMENTAL INFORMATION X 1 24 1 SEE SUPPLEMENTAL INFORMATION 0 1 X 300.000000000000 600.000000000000 X X X X 1 1 X X X X 1 X HTTPS://WWW.SOUTHWESTHEALTH.ORG/SERVICES/PATIENT-FINANCIAL-SERVICES/ X HTTPS://WWW.SOUTHWESTHEALTH.ORG/SERVICES/PATIENT-FINANCIAL-SERVICES/ X HTTPS://WWW.SOUTHWESTHEALTH.ORG/SERVICES/PATIENT-FINANCIAL-SERVICES/ X X X X X X 1 X 0 X X X X 1 X 0 0 SOUTHWEST HEALTH CENTER, INC. PART V, SECTION B, LINE 3J: ACTION PLAN TO ADDRESS COMMUNITY HEALTH NEEDS. SOUTHWEST HEALTH CENTER, INC. PART V, SECTION B, LINE 5: SOUTHWEST HEALTH'S CHNA SURVEY AND REPORT DIRECTLY TAKES INTO ACCOUNT AND DIRECTLY ACQUIRES INFORMATION FROM THE COMMUNITIES WE SERVE. WE CONDUCTED SURVEYS IN OUR PRIMARY COMMUNITY, AS WELL AS TWO SECONDARY COMMUNITIES THAT WE SERVE. WHEN CONDUCTING OUR SURVEY, WE MADE THE QUESTIONS CLEAR AND AT A LEARNING LEVEL FOR ALL TO COMPREHEND, AND WE MADE THE SURVEY AVAILABLE IN ENGLISH AND ADDITIONAL LANGUAGES. WE DIRECTLY ADVERTISED AND MADE THE SURVEY AVAILABLE IN SEVERAL COUNTIES IN OUR SERVICE AREAS TO YIELD RESULTS OF THOSE WE DIRECTLY IMPACT AND IN THE COMMUNITIES WE SERVE.SOUTHWEST HEALTH CENTER, INC.PART V, SECTION B, LINE 7A:HTTPS://WWW.SOUTHWESTHEALTH.ORG/ABOUT/COMMUNITY-HEALTH-NEEDS/PART V, SECTION B, LINE 10A:HTTPS://WWW.SOUTHWESTHEALTH.ORG/ABOUT/COMMUNITY-HEALTH-NEEDS/ SOUTHWEST HEALTH CENTER, INC. PART V, SECTION B, LINE 6A: IN ADDITION TO SOUTHWEST HEALTH, WE PARTNERED WITH CROSSING RIVERS HEALTH, GRANT REGIONAL HEALTH CENTER, AND GUNDERSEN HOSPITAL AND CLINICS. SOUTHWEST HEALTH CENTER, INC. PART V, SECTION B, LINE 6B: CRAWFORD COUNTY HEALTH DEPARTMENT AND THE GRANT COUNTY HEALTH DEPARTMENT. SOUTHWEST HEALTH CENTER, INC. PART V, SECTION B, LINE 11: SOUTHWEST HEALTH'S SOCIAL DETERMINANTS OF HEALTH TASKFORCE CONTINUES TO EXAMINE AND IDENTIFY WAYS TO IMPACT THE VARIOUS FACTORS THAT INFLUENCE A PERSON'S HEALTH AND WELL-BEING. THE TASKFORCE'S MISSION IS TO IDENTIFY, EDUCATE, ADVOCATE, AND SERVE AS A RESOURCE REGARDING THE NON-MEDICAL FACTORS CONTRIBUTING TO HEALTH OUTCOMES DISPARITIES. THESE FACTORS ARE THE CONDITIONS IN THE ENVIRONMENT WHERE INDIVIDUALS ARE BORN, LIVE, LEARN, WORK, WORSHIP, PLAY, AND AGE THAT ARE SHAPED BY THE DISTRIBUTION OF MONEY, POWER, AND RESOURCES. THESE ATTRIBUTES ARE SEEN AS PRIMARILY RESPONSIBLE FOR COMMUNITY HEALTH NEEDS AND INEQUITIES. - RESOURCE DISPARITY- SWHC WILL PARTNER WITH OTHER ORGANIZATIONS TO HELP GET OUR PATIENTS THE COMMUNITY RESOURCES THAT THEY NEED. WILL BE COMPLETED BY THE END OF FY25 DIRECTORS WILL WORK WITH SWCAP TO GET A PROCESS IN PLACE FOR REFERRALS. - AUGUST 2024 GET QUARTERLY REPORTS ON NUMBER OF REFERRALS AS WELL AS NUMBER OF CASES PICKED UP FROM SWCAP. - NOVEMBER 24-OB AND SPECIALTY CLINICS WERE EDUCATED ON THE REFERRAL PROCESS TO SWCAP- LANGUAGE DISPARITY- SWHC WILL IMPROVE COMMUNICATION WITH THE NON-ENGLISH SPEAKING POPULATION. WILL BE COMPLETED BY END OF FY25 - ADMINISTRATION WILL IMPLEMENT A NEW LANGUAGE LINE SOLUTION. - PROPIO PLATFORM WAS INITIATED JULY 23 CONTINUED EDUCATION HAS BEEN DONE WITH STAFF. - PARTNERED WITH PRESS GANEY TO ENSURE WE ARE SENDING OUT SURVEYS IN THE PATIENTS' PREFERRED LANGUAGE. - CHANGED TO SEND WITH PRIMARY LANGUAGE ON CHART IN JULY 24 - REALIZED ALL BILLS BEING SENT OUT WERE IN ENGLISH REGARDLESS OF PREFERRED LANGUAGE ON CHART - TEAM WORKING WITH FINANCE TO SEE ABOUT VENDOR OPTIONS FOR BETTER BILLING OPTIONS FOR ESL PATIENTS/- MOBILITY DISPARITY-SWHC LEADERS WILL WORK TO GET THEIR DEPARTMENT SAFE FOR ALL PATIENTS. WILL BE COMPLETED BY THE END OF FY25 - ALL WAITING ROOMS WILL HAVE ADAPTIVE CHAIRS (HIGH-LOW AND BENCH SEATS) - SEPTEMBER 24 HIGH/LOW ADAPTIVE CHAIRS IN FM CLINIC IN PLATTEVILLE - OUTREACH CLINICS COMPLETED WHEN THEY OPENED. - SPECIALTY CLINICS ALL HAVE HIGH/LOW/ADAPTIVE CHAIRS. - STILL TO COMPLETE-ED WAITING ROOM AND LAB/SURGERY WAITING ROOM - SBS CLINIC-ALL THE SAME HEIGHT-WILL PLAN TO PUT IN NEW OFFICE- EVERY CLINIC WILL HAVE AT LEAST ONE ADAPTIVE EXAM TABLE - KIELER 3 ROOMS - CUBA CITY 2 ROOMS - DARLINGTON 3 ROOMS - PLATTEVILLE-ALL PROVIDERS HAVE AT LEAST ONE - ADDED ARM REST TO 9 BEDS IN PLATTEVILLE FM FY25.THE COMMUNITY HEALTH NEEDS ASSESSMENT HELPED THE TASKFORCE IDENTIFY FOCUS AREAS THAT AFFECT SURROUNDING COMMUNITIES, SUCH AS OUTREACH AND EDUCATION, CONNECTION TO SUPPORT AND RESOURCES, IMPROVE ACCESSIBILITY, AND PROMOTING LIFESTYLE CHANGES THAT PROMOTE A CULTURE OF WELL-BEING. BEYOND THE ORGANIZATION'S EXPANSION OF CLINICAL CARE TO RURAL COMMUNITIES IN KIELER, DARLINGTON, AND CUBA CITY, SOUTHWEST HEALTH'S SDOH TASKFORCE HAS SPENT TIME FOCUSING ON THE FOLLOWING AREA THAT IMPACTS OUR PATIENTS, THEIR FAMILIES, AND OUR COMMUNITIES' ABILITY TO FLOURISH:-EDUCATING STAFF, PROVIDERS, AND COMMUNITY MEMBERS ON ISSUES SUCH AS HEALTH LITERACY, IMPROVING CHILDCARE INFRASTRUCTURE, SUICIDE PREVENTION, MENTAL HEALTH STIGMA, OPIOID MISUSE DISORDER, LGBTQ HEALTHCARE AND OTHER AREAS -MEETING MONTHLY TO ASSESS COMMUNITY DATA AND REVIEW SHORT AND LONG-TERM ACTION PLANS. -INVITING SOUTHWEST HEALTH'S PATIENT AND FAMILY ADVISORY COUNCIL MEMBERS TO TASKFORCE MEETINGS AS AN ONGOING OPPORTUNITY TO CONVERSE WITH COMMUNITY MEMBERS. -PARTNERING WITH OTHER COMMUNITY ORGANIZATIONS SUCH AS SWCAP, FAMILY ADVOCATES, AND CESA 3 TO STAY CONNECTED TO NON-MEDICAL FACTORS THAT IMPACT COMMUNITY MEMBERS.-PROVIDING RESOURCES AT COMMUNITY EVENTS LIKE BERRY FEST THAT REFRAME HEALTH OUTCOMES AS A COMBINATION OF INDIVIDUAL LIFESTYLE & CHOICES AND ENVIRONMENTAL & SOCIAL FACTORS. -SPONSORED AND VOLUNTEERED TIME AT A REGIONAL MENTAL HEALTH SUMMIT WITH THE SOUTHWESTERN WISCONSIN BEHAVIORAL HEALTH PARTNERSHIP FOCUSING. SOUTHWEST HEALTH CENTER, INC. PART V, SECTION B, LINE 13H: DETERMINATIONS FOR FINANCIAL ASSISTANCE ELIGIBILITY WILL REQUIRE PATIENTS TO OBTAIN MEDICAID APPROVAL/DENIAL LETTER ALONG WITH SUBMITTING A COMPLETED FINANCIAL ASSISTANCE APPLICATION. 9 1 - SOUTHWEST HEALTH - PLATTEVILLE CLINIC 1450 EASTSIDE ROAD PLATTEVILLE WI 53818 PHYSICIAN CLINIC 2 - THE PHARMACY AT SOUTHWEST HEALTH 1450 EASTSIDE ROAD PLATTEVILLE WI 53818 RETAIL PHARMACY 3 - SOUTHWEST HEALTH - THE EYE CENTER 1450 EASTSIDE ROAD PLATTEVILLE WI 53818 OPHTHALMOLOGY CLINIC AND RETAIL EYE CENTER 4 - KIELER CLINIC 3695 PRISM LANE KIELER WI 53812 PHYSICIAN CLINIC 5 - SOUTHWEST HEALTH - CUBA CITY CLINIC 2388 HWY 80 CUBA CITY WI 53807 PHYSICIAN CLINIC 6 - DARLINGTON CLINIC 133 PERFORMANCE DRIVE DARLINGTON WI 53530 PHYSICIAN CLINIC 7 - LANCASTER EYE CENTER 1509 IHM STREET LANCASTER WI 53813 EYE CENTER 8 - MCGREGOR PLAZA EYE CENTER 170 MCGREGOR PLAZA PLATTEVILLE WI 53818 EYE CENTER 9 - DARLINGTON EYE CENTER 346 MAIN STREET DARLINGTON WI 53530 EYE CENTER 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 ORGANIZATION'S TOTAL OPERATING EXPENSES LESS THE PROVISION FOR BAD DEBTS DIVIDED BY GROSS PATIENT SERVICE REVENUE. 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: THE COST OF SUBSIDIZED SERVICES IS BASED ON THE COST ALLOCATIONS FROM THE MEDICARE COST REPORT. ALLOWABLE COSTS ARE ASSIGNED DIRECTLY TO DEPARTMENTS THROUGHOUT THE YEAR AND THEN THE COST REPORT USES THE ALLOCATION METHODOLOGY TO ASSIGN ALL OTHER COSTS TO CALCULATE SERVICE LINE COSTS. SUBSIDIZED HEALTH SERVICES INCLUDE THE OPERATION OF THE HOSPITAL'S EMERGENCY AND INPATIENT MEDICAL/SURGICAL NURSING UNIT. THESE SERVICES ARE UNAVAILABLE TO MEMBERS OF THE COMMUNITY OTHER THAN THROUGH SOUTHWEST HEALTH CENTER, INC. IT HAS BEEN THE GOAL OF SOUTHWEST HEALTH CENTER, INC. TO PROVIDE THESE SERVICES TO THE COMMUNITY REGARDLESS OF THE PATIENT'S ABILITY TO PAY. PART I, LINE 7, COLUMN (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 $ 4,950,760. PART II, COMMUNITY BUILDING ACTIVITIES: SOUTHWEST HEALTH CENTER PROVIDES CHARITY CARE AND OTHER COMMUNITY BENEFITS AS DEFINED BY THE IRS. IN ADDITION, THE ORGANIZATION BELIEVES IT ALLOWS FOR A CRITICALLY IMPORTANT BENEFIT, WHICH IS NOT QUANTIFIED. LIKE MOST COMMUNITY HOSPITALS, SOUTHWEST HEALTH CENTER WAS CREATED AND IS MAINTAINED TO PROVIDE HIGH-QUALITY CARE LOCALLY, WITHOUT WHICH AREA RESIDENTS WOULD BE REQUIRED TO TRAVEL GREAT DISTANCES AT A HIGH PERSONAL COST AND OFTEN IN POOR WEATHER. OUR ORGANIZATION'S VISION (CREATING A HEALTHIER SOUTHWEST WISCONSIN) PROPELS OR ORGANIZATION FORWARD, EXPANDING ACCESS TO EVER-HIGH QUALITY CARE, MORE SERVICES, MORE PROFESSIONALS AND PRACTITIONERS, AND GREATER CONTRIBUTIONS TO THE COMMUNITY FOR OUTREACH AND EDUCATION. BEYOND INPATIENT HOSPITALIZATION, SOUTHWEST HEALTH PROVIDES LOCAL ACCESS TO MANY SERVICES, INCLUDING PRIMARY MEDICAL CARE, WIDE-RANGING DIAGNOSTIC SERVICES, EMERGENCY, AND URGENT CARE SERVICES, INFUSION SERVICES SWING BED SERVICES, CLINICAL, LABORATORY, OCCUPATIONAL HEALTH, REHABILITATION, SPECIALTY, SLEEP MEDICINE, SPEECH THERAPY, GENERAL SURGERY SERVICES INCLUDING (ENT, OB/GYN, UROLOGY, ORTHOPEDICS, ETC.) OUTPATIENT PSYCHIATRIC SERVICES, OB/GYN, NUTRITION AND DIABETES EDUCATION/COUNSELING, EMERGENCY MEDICAL AND AMBULANCE SERVICES, OPTOMETRY AND ADVANCED OPHTHALMOLOGY CARE, EXERCISE PHYSIOLOGY AND SPORTS MEDICINE, ORTHOPEDICS. WE ARE STEWARDS OF HEALTH CARE FOR OUR REGION, AND PEOPLE TURN TO SOUTHWEST HEALTH FOR A TRUSTED PERSON IN THEIR HEALTHCARE. PART III, LINE 2: THE COSTING METHODOLOGY USED ON FORM 990 IS BASED ON A COST-TO-CHARGE RATIO, WHICH IS DEVELOPED BASED ON THE HOSPITAL'S TOTAL OPERATING EXPENSES EXCLUDING THE PROVISION FOR BAD DEBT, DIVIDED BY GROSS PATIENT SERVICE REVENUE. THIS COST-TO-CHARGE RATIO IS APPLIED AGAINST THE TOTAL CHARGES THAT ARE WRITTEN OFF DURING THE YEAR TO ESTIMATE THE COST OF CARE OF PATIENTS WHO HAVE ACCOUNTS THAT ARE DEEMED TO BE BAD DEBTS TO THE HOSPITAL. PART III, LINE 3: MANY TIMES PATIENTS ARE UNABLE TO COMPLETE THE REQUIRED CHARITY CARE APPLICATION AND ARE TRANSFERRED TO COLLECTION SERVICES EVEN THOUGH THE HOSPITAL PROVIDES THIS INFORMATION TO ALL PATIENTS AND ASSISTANCE WITH THE APPLICATIONS. DUE TO NO RESPONSES FROM SOME PATIENTS, SOME AMOUNT OF BAD DEBTS COULD BE CONSIDERED AS CHARITY CARE. PART III, LINE 4: PATIENT ACCOUNTS RECEIVABLE AND CREDIT POLICY: PATIENT ACCOUNTS RECEIVABLE ARE REPORTED AT THE AMOUNT THAT REFLECTS THE CONSIDERATION TO WHICH SOUTHWEST HEALTH EXPECTS TO BE ENTITLED, IN EXCHANGE FOR PROVIDING PATIENT CARE SERVICES. PATIENT ACCOUNTS RECEIVABLE ARE RECORDED IN THE ACCOMPANYING CONSOLIDATED STATEMENTS OF FINANCIAL POSITION NET OF CONTRACTUAL ADJUSTMENTS AND IMPLICIT PRICE CONCESSIONS WHICH REFLECTS MANAGEMENT'S ESTIMATE OF THE TRANSACTION PRICE. SOUTHWEST HEALTH ESTIMATES THE TRANSACTION PRICE BASED ON NEGOTIATED CONTRACTUAL AGREEMENTS, HISTORICAL EXPERIENCE, AND CURRENT MARKET CONDITIONS. THE INITIAL ESTIMATE OF THE TRANSACTION PRICE IS DETERMINED BY REDUCING THE STANDARD CHARGE BY ANY CONTRACTUAL ADJUSTMENTS, DISCOUNTS, AND IMPLICIT PRICE CONCESSIONS AND IS RECORDED THROUGH A REDUCTION OF GROSS REVENUE AND A CREDIT TO PATIENT ACCOUNTS RECEIVABLE. SUBSEQUENT CHANGES TO THE ESTIMATE OF THE TRANSACTION PRICE ARE GENERALLY RECORDED AS ADJUSTMENTS TO NET PATIENT SERVICE REVENUE IN THE PERIOD OF THE CHANGE. THE AUDITED FINANCIAL STATEMENTS DO NOT INCLUDE A SEPARATE FOOTNOTE REGARDING BAD DEBT EXPENSE. 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 AMBULANCE SERVICES, ANESTHESIA PROFESSIONAL SERVICES, PSYCHIATRIC INPATIENT PHYSICIAN PROFESSIONAL SERVICES, SURGICAL PROFESSIONAL SERVICES, REVENUES FOR ANY PATIENTS COVERED UNDER MEDICARE ADVANTAGE PLAN PROGRAMS, OR PHYSICAL THERAPY SERVICES PROVIDED TO NURSING HOME RESIDENTS. THESE PHYSICIAN PROFESSIONAL SERVICES, AMBULANCE 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, PHYSICAL THERAPY, AND AMBULANCE 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, 2024, 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). ADDITIONALLY, THE AMOUNTS ABOVE DO NOT INCLUDE AMOUNTS PAID FOR INPATIENT MEDICAL/SURGICAL NURSING UNIT SERVICES AS THESE ARE INCLUDED IN THE SUBSIDIZED HEALTH SERVICES ON PAGE 1 OF SCHEDULE H.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 HEALTH CARE 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, INC. 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 ORGANIZATION'S PATIENT FINANCIAL COUNSELORS 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, 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 ORGANIZATION'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 2: SOUTHWEST HEALTH ASSESSES HEALTH NEEDS FROM THE COUNTY AND STATE DEPARTMENTS IN OUR SERVICE AREA. OUR SERVICE AREA INCLUDES: GRANT, IOWA, AND LAFAYETTE COUNTIES. AS A NON-PROFIT HEALTH CARE SYSTEM SERVING LARGE PORTIONS OF ALL THREE COUNTIES, OUR ACTIVITIES MAY DIFFER FROM WHAT THE EACH COUNTY HEALTH DEPARTMENT CURRENTLY OFFERS. OVER THE PAST THREE YEARS, SOUTHWEST HEALTH HAS OPENED CLINICS IN CUBA CITY, DARLINGTON, AND KIELER, WI. THESE SATELLITE CLINICS ARE BRIDGING THE GAP BETWEEN RURAL COMMUNITIES AND ACCESSIBLE HEALTHCARE. SOUTHWEST HEALTH HAS ADDED NUMEROUS SAME-DAY AND PRIMARY CARE FAMILY MEDICINE PROVIDERS AS WELL AS FORMED A PARTNERSHIP WITH UW HEALTH OUT OF MADISON TO CONTINUE GIVING ACCESS TO HEALTHCARE IN RURAL COMMUNITIES. PART VI, LINE 3: UNINSURED AND UNDER INSURED PATIENTS ARE OFFERED TO MEET WITH ONE OF THE ORGANIZATION'S PATIENT FINANCIAL COUNSELOR'S ANYTIME THEY PRESENT CONCERN WITH ABILITY TO PAY A BILL. THIS CAN BE AT THE TIME SERVICE IS PROVIDED, OR AFTER THE PATIENT'S BILL IS GENERATED. THE REPRESENTATIVES ARE AVAILABLE IN PERSON OR OVER THE PHONE, DEPENDING ON THE PATIENT'S PREFERENCE. THE REPRESENTATIVE EXPLAINS THE OPTIONS AVAILABLE TO THE PATIENT INCLUDING PAYMENT OVER TIME AS WELL AS THE HOSPITAL'S CHARITY CARE PROGRAM AND OFFERS ASSISTANCE IN COMPLETING 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: SOUTHWEST HEALTH OPERATES FACILITIES IN PLATTEVILLE, CUBA CITY, DARLINGTON, LANCASTER, AND KIELER. THE PRIMARY SERVICES AREA FOR SOUTHWEST HEALTH ENCOMPASSES ALL PEOPLE LIVING WITHIN A 40-MILE RADIUS OF PLATTEVILLE, WISCONSIN, INCLUDING PLATTEVILLE, CUBA CITY, DICKEYVILLE, BELMONT, ELLENBORO, REWEY, DODGEVILLE, MINERAL POINT, LANCASTER, HAZEL GREEN, LIVINGSTON, KIELER, PARTS OF DUBUQUE, IA, EAST DUBUQUE AND GALENA, IL. PART VI, LINE 5: MOST OF THE ORGANIZATION'S GOVERNING BODY IS COMPRISED OF PEOPLE WHO RESIDE IN THE SOUTHWEST HEALTH'S AREA OF PRIMARY SERVICE. SURPLUS FUNDS OF THE ORGANIZATION ARE INVESTED BACK INTO THE FACILITY OR ADDITIONAL EQUIPMENT IS PURCHASED TO ENSURE HEALTH CARE NEEDS ARE MET AND EVOLVED OVER TIME. STAFF MEMBERS ARE OFTEN MEMBERS OF THE SOUTHWEST HEALTH COMMITTEES THAT GOVERN MONEY TO FUND THE PROJECT. SOUTHWEST HEALTH'S EMPLOYEES THAT CARE FUND IS AN EMPLOYEE-FUNDED FOR EMPLOYEE-DRIVEN PROJECTS THAT BENEFIT PATIENT HEALTH. PART VI, LINE 6: N/A PART VI, LINE 7, REPORTS FILED WITH STATES WI 1 UNIVERSITY OF WISCONSIN - PLATTEVILLE ALUMNI ASSOCIATION 1 UNIVERSITY PLAZA PLATTEVILLE WI 53818 391281988 501(C)(3) 180000 0 SPONSORSHIP SOUTHWEST WISCONSIN TECHNICAL COLLEGE FOUNDATION 1800 BRONSON BLVD FENNIMORE WI 53809 391828080 501(C)(3) 25000 22564 COST DONATED UNUSED/EXPIRED MEDICAL SUPPLIES SPONSORSHIP 2 0 SCHOLARSHIPS 26 29000 PART I, LINE 2: THE ORGANIZATION HAS A FOUNDATION BOARD THAT PROVIDES OVERSIGHT AND APPROVES SCHOLARSHIPS TO INDIVIDUALS. ELIGIBILITY FOR THE SCHOLARSHIP IS MONITORED BY THE ORGANIZATION. X X X X 0 1 0 0 0 0 0 0 0 JOSHUA LINDSEY PHYSICIAN 928344 0 1563 0 100 0 57600 0 236315 0 1223922 0 0 0 ALEXANDER STRASSMAN PHYSICIAN 821732 0 1458 0 0 0 17250 0 39249 0 879689 0 0 0 SCOTT HOUGHTON PHYSICIAN 665371 0 1563 0 0 0 21000 0 68832 0 756766 0 0 0 KYLE QUILLIN PHYSICIAN 588374 0 1440 0 0 0 17250 0 41127 0 648191 0 0 0 DANIEL ROHRBACH CEO 413706 0 78953 0 0 0 24750 0 87147 0 604556 0 0 0 MARK BOGNER PHYSICIAN 464333 0 2054 0 0 0 17250 0 38947 0 522584 0 0 0 KEVIN CARR MD BOARD MEMBER/PHYSICIAN 435867 0 2458 0 350 0 16268 0 35971 0 490914 0 0 0 STEVEN MCCARTHY COO 219846 0 46613 0 0 0 20178 0 88287 0 374924 0 0 0 JESSE SOOKOCHOFF CFO 238883 0 34502 0 0 0 11512 0 345 0 285242 0 0 0 PART I, LINE 4B DANIEL ROHRBACH, STEVEN MCCARTHY, JOSHUA LINDSEY, AND SCOTT HOUGHTON PARTICIPATE IN A CAPITAL ACCUMULATION PLAN. DURING CALENDAR YEAR 2024 THERE WERE NO DISTRIBUTIONS FROM THE PLAN. CONTRIBUTIONS WERE MADE TO THE PLAN BY BOTH THE PARTICIPANTS AND THE EMPLOYER. THE EMPLOYER AMOUNTS FOR CY 2024 AS REPORTING IN PART II ARE AS FOLLOWS: DANIEL ROHRBACH - $7,500 STEVEN MCCARTHY - $7,500 JOSHUA LINDSEY - $30,000 SCOTT HOUGHTON - $3,750 A WISCONSIN HEALTH AND EDUCATIONAL FACILITIES AUTHORITY 391337855 2017-02-03 17222000 REFUNDING OF SERIES 2013 BONDS AND CAPITAL PURCHASES 0 0 0 A 14020406 17222000 218511 10369680 6633809 2018 1 0 0 1 A 0 0 0 0 0 0 1 A 0 1 0 0 0 0 0 0 1 A 1 DANIEL ROHRBACK OFFICER SPLIT-DOLLAR LIFE INSURANCE PLAN X 600417 622436 0 1 1 STEVE MCCARTHY OFFICER SPLIT-DOLLAR LIFE INSURANCE PLAN X 520417 539768 0 1 1 1162204 FORM 990, PART VI, SECTION B, LINE 11B THE MEMBERS OF THE BOARD OF DIRECTORS ARE PROVIDED A COPY OF THE FORM 990 FOR REVIEW PRIOR TO SUBMISSION. RESPONSES ON THE 990 ARE ALSO REVIEWED BY THE CEO AND CHIEF ADMINISTRATIVE & FISCAL OFFICER OF THE ORGANIZATION PRIOR TO ITS SUBMISSION TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C MEMBERS OF THE BOARD OF DIRECTORS DISCLOSE 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 15 THE CEO'S COMPENSATION IS REVIEWED ANNUALLY AND IS COMPARED TO SURVEY DATA RECEIVED FROM THE RURAL WISCONSIN HEALTH COOPERATIVE AND FROM THE WISCONSIN HOSPITAL ASSOCIATION. THE CEO'S COMPENSATION IS APPROVED BY THE BOARD OF DIRECTORS ON AN ANNUAL BASIS. COMPENSATION OF THE ORGANIZATION'S OFFICERS AND OTHER EMPLOYEES IS ALSO COMPARED TO SURVEY DATA RECEIVED FROM THE RURAL WISCONSIN HEALTH COOPERATIVE AND FROM THE WISCONSIN HOSPITAL ASSOCIATION. THE OFFICERS' COMPENSATION IS APPROVED BY THE CEO ON AN ANNUAL BASIS, AND DOCUMENTATION REGARDING THEIR COMPENSATION ADJUSTMENTS IS MAINTAINED. FORM 990, PART VI, SECTION C, LINE 19 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 XI, LINE 9: CHANGE IN EQUITY IN UNCONSOLIDATED AFFILIATES 312,857. SWR1 INC 1045 HILL STREET WATERTOWN WI 53098 851449153 NURSING HOME WI 501(C)(3) LINE 3 N/A 0 SOUTHWEST SENIOR ENTERPRISES INC 1400 EASTSIDE ROAD PLATTEVILLE WI 53818 205501580 SENIOR CARE CAMPUS & ACTIVITIES WI SOUTHWEST HEALTH CENTER INC C 64633 -178583 1.00000 1 SOUTHWEST MEDICAL SERVICES INC 1400 EASTSIDE ROAD PLATTEVILLE WI 53818 INACTIVE-MANAGEMENT OF RESIDENTIAL FACILITY WI SOUTHWEST HEALTH CENTER INC S 1.00000 1 SOUTHWEST HEALTH DEVELOPMENT OWNERS ASSOCIATION 1400 EASTSIDE ROAD PLATTEVILLE WI 53818 922563840 MANAGEMENT OF COMMON AREAS IN A WI SOUTHWEST HEALTH CENTER INC C 25 1.00000 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0