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Nonprofiteer
← SOUTHWEST HEALTH CENTER INC

Form 990 for tax year 2024

Filed by SOUTHWEST HEALTH CENTER INC.

Totals

Total revenue
$147,952,880
Total expenses
$119,128,603
Contributions and grants received
$1,221,910
Grants paid
$290,564
Program service revenue
$142,834,297
Investment income
$3,800,451
Other revenue
$96,222
Total assets, end of year
$203,538,932
Total liabilities, end of year
$22,183,786
Net assets or fund balances, end of year
$181,355,146
Program services expenses (Part IX)
$103,021,673
Management and general expenses
$16,106,930
Fundraising expenses
$0
Program service expenses (Part III)
$103,021,673

Program services were 86.5% 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

    $50,008

  • 1f · All other contributions, gifts and grants

    $1,171,902

  • 2a · Program service revenue: HOSPITAL PATIENT REVENUE

    total $74,539,125 · related or exempt $74,539,125

  • 2b · Program service revenue: CLINIC REVENUE

    total $67,844,016 · related or exempt $67,844,016

  • 2c · Program service revenue: PHARMACY REVENUE

    total $451,156 · related or exempt $451,156

  • 3 · Investment income

    total $3,038,947 · excluded $3,038,947

  • 6a · Gross rents

    real property $105,385

  • 6b · Less rental expenses

    real property $6,368

  • 6c · Rental income or loss

    real property $99,017

  • 6d · Net rental income or loss

    total $99,017 · excluded $99,017

  • 7a · Gross sales of assets other than inventory

    securities $33,697,651 · other assets $10,761

  • 7b · Less cost or other basis and sales expenses

    securities $32,902,182 · other assets $44,726

  • 7c · Gain or loss

    securities $795,469 · other assets -$33,965

  • 7d · Net gain or loss

    total $761,504 · excluded $761,504

  • 8a · Fundraising events: gross income

    $12,207

  • 8a · Fundraising events: contributions included on line 1c

    $50,008

  • 8b · Fundraising events: direct expenses

    $15,002

  • 8c · Net income from fundraising events

    total -$2,795 · excluded -$2,795

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $261,564 · program services $261,564

  • 2 · Grants to domestic individuals

    total $29,000 · program services $29,000

  • 5 · Compensation of officers, directors and key employees

    total $2,183,750 · program services $1,032,843 · management and general $1,150,907

  • 7 · Other salaries and wages

    total $50,557,392 · program services $44,476,713 · management and general $6,080,679

  • 8 · Pension plan contributions

    total $2,078,785 · program services $1,757,959 · management and general $320,826

  • 9 · Other employee benefits

    total $12,646,029 · program services $10,659,780 · management and general $1,986,249

  • 11c · Fees: accounting

    total $176,203 · management and general $176,203

  • 11d · Fees: lobbying

    total $5,686 · management and general $5,686

  • 11g · Fees: other

    total $9,639,827 · program services $6,868,349 · management and general $2,771,478

  • 12 · Advertising and promotion

    total $387,306 · program services $57,898 · management and general $329,408

  • 13 · Office expenses

    total $641,198 · program services $559,283 · management and general $81,915

  • 14 · Information technology

    total $1,513,940 · program services $295,417 · management and general $1,218,523

  • 16 · Occupancy

    total $2,513,705 · program services $2,422,459 · management and general $91,246

  • 17 · Travel

    total $54,501 · program services $37,043 · management and general $17,458

  • 19 · Conferences, conventions and meetings

    total $284,554 · program services $174,293 · management and general $110,261

  • 20 · Interest

    total $152,223 · program services $129,969 · management and general $22,254

  • 22 · Depreciation, depletion and amortization

    total $5,003,789 · program services $4,271,335 · management and general $732,454

  • 23 · Insurance

    total $368,400 · program services $366,072 · management and general $2,328

  • 24a · Other expenses: MEDICAL SUPPLIES

    total $13,486,439 · program services $13,267,209 · management and general $219,230

  • 24b · Other expenses: PHARMACEUTICALS

    total $10,653,734 · program services $10,653,734

  • 24c · Other expenses: BAD DEBT EXPENSE

    total $4,950,760 · program services $4,950,760

  • 24d · Other expenses: DUES AND SUBSCRIPTIONS

    total $376,590 · program services $124,440 · management and general $252,150

  • 24e · All other expenses

    total $1,163,228 · program services $625,553 · management and general $537,675

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $2,528 · end of year $2,528

  • 2 · Savings and temporary cash investments

    beginning of year $25,017,729 · end of year $31,744,466

  • 4 · Accounts receivable

    beginning of year $18,901,032 · end of year $22,548,653

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $1,162,204

  • 8 · Inventories for sale or use

    beginning of year $1,386,705 · end of year $1,801,576

  • 9 · Prepaid expenses and deferred charges

    beginning of year $1,147,751 · end of year $1,170,797

  • 10a · Land, buildings and equipment: cost or other basis

    $102,569,961

  • 10b · Land, buildings and equipment: accumulated depreciation

    $52,117,817

  • 10c · Land, buildings and equipment, net

    beginning of year $49,802,497 · end of year $50,452,144

  • 11 · Investments: publicly traded securities

    beginning of year $68,442,857 · end of year $89,351,160

  • 12 · Investments: other securities

    beginning of year $2,589,079 · end of year $1,396,934

  • 14 · Intangible assets

    beginning of year $218,833 · end of year $245,166

  • 15 · Other assets

    beginning of year $3,607,792 · end of year $3,663,304

  • 17 · Accounts payable and accrued expenses

    beginning of year $11,476,880 · end of year $12,715,011

  • 19 · Deferred revenue

    beginning of year $1,997,831 · end of year $1,048,294

  • 20 · Tax-exempt bond liabilities

    beginning of year $5,131,438 · end of year $3,986,244

  • 25 · Other liabilities

    beginning of year $3,990,714 · end of year $4,434,237

  • 27 · Net assets without donor restrictions

    beginning of year $147,665,587 · end of year $179,426,255

  • 28 · Net assets with donor restrictions

    beginning of year $854,353 · end of year $1,928,891

Mission and programs · 2024

Mission

CARING. FOR LIFE.

Activities or mission (Part I)

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.

  • 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.

    Expenses $103,021,673 · Grants $290,564 · Revenue $142,834,297

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Daniel Rohrbach

    CEO

    Total calculated
    $604,556
    From this org
    $492,659
    From related orgs
    $0
    Other
    $111,897
    Hours/week
    40 + 0.5 related

    Schedule J breakdown matched by us

    Base
    $413,706
    Bonus
    $78,953
    Other
    $0
    Deferred
    $24,750
    Nontaxable benefits
    $87,147
    Filer's total
    $604,556

  • Kevin Carr MD

    BOARD MEMBER/PHYSICIAN

    Total calculated
    $490,914
    From this org
    $438,675
    From related orgs
    $0
    Other
    $52,239
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $435,867
    Bonus
    $2,458
    Other
    $350
    Deferred
    $16,268
    Nontaxable benefits
    $35,971
    Filer's total
    $490,914

  • Lou Schweigert

    CHAIRMAN

    Total calculated
    $12,000
    From this org
    $12,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • Joseph Rosemeyer Dc

    VICE CHAIRMAN

    Total calculated
    $12,000
    From this org
    $12,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • Angela Udelhofen

    SECRETARY

    Total calculated
    $10,200
    From this org
    $10,200
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • Donald Tuescher

    TREASURER

    Total calculated
    $10,200
    From this org
    $10,200
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • Donna Hoppenjan

    BOARD MEMBER

    Total calculated
    $10,200
    From this org
    $10,200
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • Bruce Kroll

    BOARD MEMBER

    Total calculated
    $10,200
    From this org
    $10,200
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • Steve Little

    BOARD MEMBER

    Total calculated
    $10,200
    From this org
    $10,200
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • James Schneller

    BOARD MEMBER

    Total calculated
    $10,200
    From this org
    $10,200
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • Steven McCarthy

    COO

    Total calculated
    $374,924
    From this org
    $266,459
    From related orgs
    $0
    Other
    $108,465
    Hours/week
    40 + 0.5 related

    Schedule J breakdown matched by us

    Base
    $219,846
    Bonus
    $46,613
    Other
    $0
    Deferred
    $20,178
    Nontaxable benefits
    $88,287
    Filer's total
    $374,924

  • Jesse Sookochoff

    CFO

    Total calculated
    $285,242
    From this org
    $273,385
    From related orgs
    $0
    Other
    $11,857
    Hours/week
    40 + 0.5 related

    Schedule J breakdown matched by us

    Base
    $238,883
    Bonus
    $34,502
    Other
    $0
    Deferred
    $11,512
    Nontaxable benefits
    $345
    Filer's total
    $285,242

  • Joshua Lindsey

    PHYSICIAN

    Total calculated
    $1,223,922
    From this org
    $930,007
    From related orgs
    $0
    Other
    $293,915
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $928,344
    Bonus
    $1,563
    Other
    $100
    Deferred
    $57,600
    Nontaxable benefits
    $236,315
    Filer's total
    $1,223,922

  • Alexander Strassman

    PHYSICIAN

    Total calculated
    $879,689
    From this org
    $823,190
    From related orgs
    $0
    Other
    $56,499
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $821,732
    Bonus
    $1,458
    Other
    $0
    Deferred
    $17,250
    Nontaxable benefits
    $39,249
    Filer's total
    $879,689

  • Scott Houghton

    PHYSICIAN

    Total calculated
    $756,766
    From this org
    $666,934
    From related orgs
    $0
    Other
    $89,832
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $665,371
    Bonus
    $1,563
    Other
    $0
    Deferred
    $21,000
    Nontaxable benefits
    $68,832
    Filer's total
    $756,766

  • Kyle Quillin

    PHYSICIAN

    Total calculated
    $648,191
    From this org
    $589,814
    From related orgs
    $0
    Other
    $58,377
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $588,374
    Bonus
    $1,440
    Other
    $0
    Deferred
    $17,250
    Nontaxable benefits
    $41,127
    Filer's total
    $648,191

  • Mark Bogner

    PHYSICIAN

    Total calculated
    $522,584
    From this org
    $466,387
    From related orgs
    $0
    Other
    $56,197
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $464,333
    Bonus
    $2,054
    Other
    $0
    Deferred
    $17,250
    Nontaxable benefits
    $38,947
    Filer's total
    $522,584

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 · Form 990 of other organizations
  • 3 · Written employment contract
  • 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 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

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

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.

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.

  • SOUTHWEST SENIOR ENTERPRISES INC

    C · SENIOR CARE CAMPUS & ACTIVITIES · WI · 100% owned · share of income $64,633 · share of assets -$178,583 · controlled entity

    Directly controlled by SOUTHWEST HEALTH CENTER INC

  • SOUTHWEST MEDICAL SERVICES INC

    S · INACTIVE-MANAGEMENT OF RESIDENTIAL FACILITY · WI · 100% owned · controlled entity

    Directly controlled by SOUTHWEST HEALTH CENTER INC

  • SOUTHWEST HEALTH DEVELOPMENT OWNERS ASSOCIATION

    C · MANAGEMENT OF COMMON AREAS IN A · WI · 100% owned · share of assets $25 · controlled entity

    Directly controlled by SOUTHWEST HEALTH CENTER INC

Provenance

Return type
form_990
Tax year
2024
Filed
30 April 2026
IRS schema version
2024v5.5
Source object
202621249349301547

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