Form 990 for tax year 2022
Filed by SOUTHWEST COMMUNITY HEALTH FOUNDATION.
Totals
- Total revenue
- $1,095,497
- Total expenses
- $1,569,769
- Contributions and grants received
- $1,020,262
- Grants paid
- $778,694
- Program service revenue
- $0
- Investment income
- $43,100
- Other revenue
- $32,135
- Total assets, end of year
- $10,671,014
- Total liabilities, end of year
- $209,671
- Net assets or fund balances, end of year
- $10,461,343
- Program services expenses (Part IX)
- $908,708
- Management and general expenses
- $661,061
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $908,708
Program services were 57.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1c · Fundraising events
$522,251
-
1f · All other contributions, gifts and grants
$498,011
-
3 · Investment income
total $168,995 · excluded $168,995
-
7a · Gross sales of assets other than inventory
securities $858,436
-
7b · Less cost or other basis and sales expenses
securities $984,331
-
7c · Gain or loss
securities -$125,895
-
7d · Net gain or loss
total -$125,895 · excluded -$125,895
-
8a · Fundraising events: gross income
$73,225
-
8a · Fundraising events: contributions included on line 1c
$522,251
-
8b · Fundraising events: direct expenses
$203,941
-
8c · Net income from fundraising events
total -$130,716 · excluded -$130,716
-
10a · Gross sales of inventory
$286,581
-
10b · Cost of goods sold
$209,275
-
10c · Net income from sales of inventory
total $77,306 · excluded $77,306
-
11a · Other revenue: Lobby Sales
total $85,545 · unrelated business $85,545
-
11e · Other revenue, total
$85,545
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $778,694 · program services $778,694
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $256,646 · management and general $256,646
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $289,525 · program services $94,090 · management and general $195,435
-
8 · Pension plan contributions
total $45,021 · program services $15,812 · management and general $29,209
-
9 · Other employee benefits
total $45,243 · program services $9,153 · management and general $36,090
-
10 · Payroll taxes
total $28,483 · program services $6,901 · management and general $21,582
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $0
-
11c · Fees: accounting
total $9,000 · management and general $9,000
-
11d · Fees: lobbying
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $0
-
12 · Advertising and promotion
total $60,120 · management and general $60,120
-
13 · Office expenses
total $46,969 · program services $4,058 · management and general $42,911
-
14 · Information technology
total $0
-
15 · Royalties
total $0
-
16 · Occupancy
total $0
-
17 · Travel
total $0
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $0
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $9,868 · management and general $9,868
-
23 · Insurance
total $0
-
24a · Other expenses: Dues
total $200 · management and general $200
-
24e · All other expenses
total $0
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $1,251,017 · end of year $761,595
-
3 · Pledges and grants receivable
beginning of year $1,206,213 · end of year $1,085,569
-
4 · Accounts receivable
beginning of year $60,011 · end of year $1,587,534
-
8 · Inventories for sale or use
beginning of year $57,145 · end of year $68,457
-
9 · Prepaid expenses and deferred charges
beginning of year $360 · end of year $360
-
10a · Land, buildings and equipment: cost or other basis
$232,472
-
10b · Land, buildings and equipment: accumulated depreciation
$210,617
-
10c · Land, buildings and equipment, net
beginning of year $6,542 · end of year $21,855
-
11 · Investments: publicly traded securities
beginning of year $7,191,234 · end of year $6,137,368
-
15 · Other assets
beginning of year $976,813 · end of year $1,008,276
-
17 · Accounts payable and accrued expenses
beginning of year $196,404 · end of year $209,671
-
27 · Net assets without donor restrictions
beginning of year $2,609,734 · end of year $2,629,031
-
28 · Net assets with donor restrictions
beginning of year $7,943,197 · end of year $7,832,312
Mission and programs · 2022
Mission
The Foundation supports the mission of Southwest General Health Center.
Activities or mission (Part I)
The Foundation is organized and operated for the benefit of, to perform the functions of, and to carry out the purposes of Southwest Community Health System, a nonprofit corporation which is organized and operated exclusively for charitable, educational, and scientific purposes.
-
CORNER SHOP AUXILIARY THAT RUNS A GIFT SHOP FOR THE BENEFIT OF SOUTHWEST GENERAL HEALTH CENTER
Expenses $130,014 · Revenue $372,126
-
CONTRIBUTIONS TO OUTSIDE ORGANIZATIONS
Expenses $778,694 · Grants $778,694
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
William A Young Jr
President CEO
- Total calculated
- $766,331
- From this org
- $0
- From related orgs
- $713,954
- Other
- $52,377
- Hours/week
- 1 + 59 related
Schedule J breakdown matched by us
- Base
- not reported + $557,253 related
- Bonus
- not reported + $111,243 related
- Other
- not reported + $45,458 related
- Deferred
- not reported + $18,300 related
- Nontaxable benefits
- not reported + $34,077 related
- Filer's total
- not reported + $766,331 related
-
Susan O Scheutzow
Trustee
- Total calculated
- $384,996
- From this org
- $0
- From related orgs
- $384,996
- Other
- $0
- Hours/week
- 1 + 33 related
Schedule J breakdown matched by us
- Base
- not reported + $384,996 related
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- not reported
- Filer's total
- not reported + $384,996 related
-
Christopher Burdon
Exec Dir Foundation
- Total calculated
- $336,764
- From this org
- $306,170
- From related orgs
- $0
- Other
- $30,594
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $256,646
- Bonus
- $48,004
- Other
- $1,520
- Deferred
- $18,300
- Nontaxable benefits
- $12,294
- Filer's total
- $336,764
-
Michael H Novak
Chairman
- Total calculated
- $0
- Hours/week
- 1
-
Mark J Elliott
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Debbie Brassell
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Thomas P Perciak
Chairman Emeritus
- Total calculated
- $0
- Hours/week
- 1
-
L C Rao MD
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Victor T Geraci
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Ronald J Warzel
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Michael F Deucher MD
Vice Chairman
- Total calculated
- $0
- Hours/week
- 1
-
Diane Baker
Secretary
- Total calculated
- $0
- Hours/week
- 1
-
William G Murphy
Treasurer
- Total calculated
- $0
- Hours/week
- 1
-
Brett C Hazard
Former Chairman/Current Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Thomas A Selden
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Alok Bhaiji MD
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Eileen M Herold
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Tim Conway
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Paul Psota
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Carl Mclaughlin
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Nicolette Scott
Trustee
- Total calculated
- $0
- Hours/week
- 1
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Compensation committee
- 3 · Independent compensation consultant
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
- 4b · Supplemental nonqualified retirement plan
Answered no
- 4a · Severance or change-of-control payment
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- Part I Line 3
- William A. Young Jr., CEO, is compensated out of Southwest General Health Center. The following methods are used to establish his compensation Compensation committee, independent compensation consultant, compensation survey/study, and approval by the board or compensation committee. The same methods are used to set the Executive Directors salary of Southwest Community Health Foundation.
- Part I Line 4b
- William A. Young, Jr. Supplemental nonqualified retirement plan 38,989
- Part I Line 4b
- Christopher Burdon Supplemental nonqualfied retirement plan 10,169
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
-
Southwest General Health Center
$778,694
Related Organization Support
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
501 c 3 · Hospital · OH · controlled entity
Directly controlled by Southwest Community Hlth System
-
Southwest General Medical Group
501 c 3 · Physicians · OH · controlled entity
Directly controlled by Southwest General Health Cntr
-
501 c 3 · Security · OH · controlled entity
Directly controlled by Southwest General Health Cntr
-
Southwest Community Hlth System
501 c 3 · Parent non-profit · OH
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
C Corp · Retail Pharmacy · OH · controlled entity
Directly controlled by Southwest General Health Cntr
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 2 November 2023
- IRS schema version
- 2022v5.0
- Source object
- 202313069349300121
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