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Nonprofiteer
← SOUTHWEST GENERAL HEALTH CENTER

Form 990 for tax year 2024

Filed by SOUTHWEST GENERAL HEALTH CENTER.

Totals

Total revenue
$449,561,763
Total expenses
$458,370,664
Contributions and grants received
$2,156,978
Grants paid
$0
Program service revenue
$426,683,678
Investment income
$16,932,881
Other revenue
$3,788,226
Total assets, end of year
$523,563,156
Total liabilities, end of year
$255,188,064
Net assets or fund balances, end of year
$268,375,092
Program services expenses (Part IX)
$395,037,780
Management and general expenses
$63,463,111
Fundraising expenses
$0
Program service expenses (Part III)
$395,037,780

Program services were 86.2% 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.

  • 1d · Related organizations

    $2,156,978

  • 2a · Program service revenue: Patient Care

    total $423,943,692 · related or exempt $423,943,692

  • 2b · Program service revenue: Rental Income controlled org

    total $798,975 · related or exempt $798,975

  • 2c · Program service revenue: Program Related investments

    total $684,120 · related or exempt $602,245 · excluded $81,875

  • 2d · Program service revenue: Operating Revenue

    total $1,045,213 · related or exempt $1,045,213

  • 2e · Program service revenue: Nursing Home and Lab Revenue

    total $196,915 · unrelated business $196,915

  • 2f · All other program service revenue

    total $14,763 · unrelated business $14,763

  • 3 · Investment income

    total $8,535,903 · excluded $8,535,903

  • 4 · Income from investment of tax-exempt bond proceeds

    total $85,738 · excluded $85,738

  • 6a · Gross rents

    real property $1,332,350

  • 6b · Less rental expenses

    real property $2,505,759

  • 6c · Rental income or loss

    real property -$1,173,409

  • 6d · Net rental income or loss

    total -$1,173,409 · unrelated business $146,243 · excluded -$1,319,653

  • 7a · Gross sales of assets other than inventory

    securities $97,309,395

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

    securities $88,970,621 · other assets $27,534

  • 7c · Gain or loss

    securities $8,338,774 · other assets -$27,534

  • 7d · Net gain or loss

    total $8,311,240 · excluded $8,311,240

  • 11a · Other revenue: Tax Levy

    total $906,662 · excluded $906,662

  • 11b · Other revenue: Fitness Revenue

    total $3,010,986 · excluded $3,010,986

  • 11c · Other revenue: Cafeteria Revenue

    total $1,043,987 · excluded $1,043,987

  • 11e · Other revenue, total

    $4,961,635

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $0

  • 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 $3,454,597 · management and general $3,454,597

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $135,386,148 · program services $128,024,405 · management and general $7,361,743

  • 8 · Pension plan contributions

    total $6,151,988 · program services $5,640,319 · management and general $511,669

  • 9 · Other employee benefits

    total $24,070,458 · program services $22,068,488 · management and general $2,001,970

  • 10 · Payroll taxes

    total $10,220,169 · program services $9,370,145 · management and general $850,024

  • 11a · Fees: management

    total $0

  • 11b · Fees: legal

    total $725,724 · program services $46,305 · management and general $679,419

  • 11c · Fees: accounting

    total $440,545 · management and general $440,545

  • 11d · Fees: lobbying

    total $0

  • 11f · Fees: investment management

    total $874,224 · management and general $874,224

  • 11g · Fees: other

    total $80,223,056 · program services $65,970,413 · management and general $14,252,643

  • 12 · Advertising and promotion

    total $1,447,366 · program services $607,591 · management and general $839,775

  • 13 · Office expenses

    total $8,789,956 · program services $7,987,275 · management and general $802,681

  • 14 · Information technology

    total $21,996,730 · program services $16,094,736 · management and general $5,901,994

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $11,262,872 · program services $11,045,694 · management and general $217,178

  • 17 · Travel

    total $596,699 · program services $571,335 · management and general $25,364

  • 18 · Travel or entertainment for public officials

    total $0 · program services $23,030 · management and general $107,197

  • 19 · Conferences, conventions and meetings

    total $130,227 · program services $23,030 · management and general $107,197

  • 20 · Interest

    total $5,362,121 · management and general $5,362,121

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $22,235,684 · program services $21,072,827 · management and general $1,162,857

  • 23 · Insurance

    total $4,512,902 · program services $414,979 · management and general $4,097,923

  • 24a · Other expenses: Provision for Bad Debt

    total $20,081,893 · program services $20,081,893

  • 24b · Other expenses: Medical supplies

    total $52,634,156 · program services $52,634,156

  • 24c · Other expenses: Drug expense

    total $31,516,033 · program services $31,516,033

  • 24d · Other expenses: Taxes

    total $13,705,008 · program services $10,563 · management and general $13,694,445

  • 24e · All other expenses

    total $2,552,108 · program services $1,834,563 · management and general $717,545

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $14,076,141 · end of year $13,782,717

  • 2 · Savings and temporary cash investments

    beginning of year $21,438,792 · end of year $19,912,978

  • 4 · Accounts receivable

    beginning of year $58,114,545 · end of year $57,282,327

  • 8 · Inventories for sale or use

    beginning of year $7,133,322 · end of year $5,779,454

  • 9 · Prepaid expenses and deferred charges

    beginning of year $7,242,307 · end of year $9,235,212

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

    $511,894,042

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

    $365,385,875

  • 10c · Land, buildings and equipment, net

    beginning of year $160,074,398 · end of year $146,508,167

  • 11 · Investments: publicly traded securities

    beginning of year $245,798,223 · end of year $231,832,412

  • 13 · Investments: program-related

    beginning of year $4,293,744

  • 15 · Other assets

    beginning of year $17,587,570 · end of year $39,229,889

  • 17 · Accounts payable and accrued expenses

    beginning of year $67,209,565 · end of year $61,395,003

  • 20 · Tax-exempt bond liabilities

    beginning of year $129,222,479 · end of year $125,539,787

  • 25 · Other liabilities

    beginning of year $62,993,546 · end of year $68,253,274

  • 27 · Net assets without donor restrictions

    beginning of year $276,333,452 · end of year $268,375,092

Mission and programs · 2024

Mission

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.

Activities or mission (Part I)

Southwest Generals mission statement Health is our Passion, Quality is our Focus, Compassion is our Way.

  • The Health Center was founded in 1920 and is a 368 bed acute care facility. In 2024 the Health Center had 16,043 discharges and 456,524 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 2024 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. 340 volunteers contributed 47,701 hours of service.

    Expenses $369,327,877 · Revenue $384,866,247

  • Ambulatory Surgery Centers consist of The Surgery Center with 5,803 surgery cases and Big Creek Surgery Center with 2,108 surgery cases in 2024.

    Expenses $16,101,903 · Revenue $23,570,878

  • 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 2024 Brunswick outpatient service visits in the diagnostic areas were 30,616 with an additional 8,862 treated and released emergency visits in the Brunswick ER. In 2024 Strongsville outpatient service visits in the diagnostic areas were 44,018.

    Expenses $9,608,000 · Revenue $17,953,000

As filed on the 2024 return.

Listed in Part VII

  • William A Young Jr

    President/CEO

    Total calculated
    $828,864
    From this org
    $772,209
    From related orgs
    $0
    Other
    $56,655
    Hours/week
    55 + 5 related

    Schedule J breakdown matched by us

    Base
    $717,489
    Bonus
    not reported
    Other
    $54,720
    Deferred
    $24,150
    Nontaxable benefits
    $32,505
    Filer's total
    $828,864

  • John Alton MD

    President Medical Staff

    Total calculated
    $711,518
    From this org
    $0
    From related orgs
    $655,847
    Other
    $55,671
    Hours/week
    1 + 59 related

    Schedule J breakdown matched by us

    Base
    not reported + $632,577 related
    Bonus
    not reported + $17,618 related
    Other
    not reported + $5,652 related
    Deferred
    not reported + $27,077 related
    Nontaxable benefits
    not reported + $28,594 related
    Filer's total
    not reported + $711,518 related

  • Kelly Linson

    Sr. VP/CFO

    Total calculated
    $555,830
    From this org
    $517,751
    From related orgs
    $0
    Other
    $38,079
    Hours/week
    57 + 3 related

    Schedule J breakdown matched by us

    Base
    $450,928
    Bonus
    $40,828
    Other
    $25,995
    Deferred
    $25,344
    Nontaxable benefits
    $12,735
    Filer's total
    $555,830

  • Ferdinand Plecha

    Chief Medical Officer

    Total calculated
    $488,456
    From this org
    $460,579
    From related orgs
    $0
    Other
    $27,877
    Hours/week
    50 + 10 related

    Schedule J breakdown matched by us

    Base
    $380,326
    Bonus
    $38,626
    Other
    $41,626
    Deferred
    $24,569
    Nontaxable benefits
    $3,308
    Filer's total
    $488,455

  • Gregory Rogers MD

    VP Medical Staff

    Total calculated
    $454,696
    From this org
    $0
    From related orgs
    $417,058
    Other
    $37,638
    Hours/week
    1 + 59 related

    Schedule J breakdown matched by us

    Base
    not reported + $369,545 related
    Bonus
    not reported + $33,980 related
    Other
    not reported + $13,533 related
    Deferred
    not reported + $24,569 related
    Nontaxable benefits
    not reported + $13,069 related
    Filer's total
    not reported + $454,696 related

  • Martha Bauschka

    VP/CNO

    Total calculated
    $432,086
    From this org
    $386,312
    From related orgs
    $0
    Other
    $45,774
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $329,094
    Bonus
    $31,791
    Other
    $25,427
    Deferred
    $30,296
    Nontaxable benefits
    $15,478
    Filer's total
    $432,086

  • Joni Edwards

    VP HR

    Total calculated
    $418,467
    From this org
    $375,017
    From related orgs
    $0
    Other
    $43,450
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $329,598
    Bonus
    $30,965
    Other
    $14,454
    Deferred
    $14,719
    Nontaxable benefits
    $28,731
    Filer's total
    $418,467

  • Albert Matyas

    VP/Marketing

    Total calculated
    $369,570
    From this org
    $326,817
    From related orgs
    $0
    Other
    $42,753
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $283,178
    Bonus
    $28,276
    Other
    $15,363
    Deferred
    $21,898
    Nontaxable benefits
    $20,855
    Filer's total
    $369,570

  • Donna Williams

    Physician Assist

    Total calculated
    $295,070
    From this org
    $257,102
    From related orgs
    $0
    Other
    $37,968
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $254,924
    Bonus
    $2,179
    Other
    not reported
    Deferred
    $36,122
    Nontaxable benefits
    $1,847
    Filer's total
    $295,072

  • Michael Waggoner

    Dir of Behavioral Health

    Total calculated
    $239,680
    From this org
    $199,098
    From related orgs
    $0
    Other
    $40,582
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $198,264
    Bonus
    not reported
    Other
    $834
    Deferred
    $14,925
    Nontaxable benefits
    $25,657
    Filer's total
    $239,680

  • Jill Barber

    Dir Managed Care Rev

    Total calculated
    $239,130
    From this org
    $199,097
    From related orgs
    $0
    Other
    $40,033
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $198,539
    Bonus
    not reported
    Other
    $558
    Deferred
    $13,738
    Nontaxable benefits
    $26,295
    Filer's total
    $239,130

  • Cheryl OMalley

    Former Chief Transformation Officer

    Total calculated
    $235,902
    From this org
    $204,137
    From related orgs
    $0
    Other
    $31,765
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $200,478
    Bonus
    not reported
    Other
    $3,659
    Deferred
    $18,300
    Nontaxable benefits
    $13,465
    Filer's total
    $235,902

  • Linda Brashear

    Physician Advisor

    Total calculated
    $223,648
    From this org
    $200,547
    From related orgs
    $0
    Other
    $23,101
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $200,547
    Bonus
    not reported
    Other
    not reported
    Deferred
    $9,345
    Nontaxable benefits
    $13,756
    Filer's total
    $223,648

  • Charleen Scott

    Director of Finance

    Total calculated
    $210,802
    From this org
    $197,177
    From related orgs
    $0
    Other
    $13,625
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $196,437
    Bonus
    not reported
    Other
    $741
    Deferred
    $11,333
    Nontaxable benefits
    $2,291
    Filer's total
    $210,802

  • Jamie Zayed

    Chief Transformation Officer

    Total calculated
    $125,423
    From this org
    $114,353
    From related orgs
    $0
    Other
    $11,070
    Hours/week
    40

  • Geoff Allman

    Director

    Total calculated
    $0
    Hours/week
    1

  • Rickey J Shyne PhD PE

    Chairman

    Total calculated
    $0
    Hours/week
    1

  • LaVonne Pulliam

    Director

    Total calculated
    $0
    Hours/week
    1

  • Adrian Maldonado

    Vice Chairman

    Total calculated
    $0
    Hours/week
    1

  • Nicolette Scott OD

    Director

    Total calculated
    $0
    Hours/week
    1

  • Cynthia Schulz

    Director

    Total calculated
    $0
    Hours/week
    1

  • David Sylvan

    Director

    Total calculated
    $0
    Hours/week
    1

  • R Terry Krivak

    Director

    Total calculated
    $0
    Hours/week
    1

  • Ken D Semelsberger

    Director

    Total calculated
    $0
    Hours/week
    1

  • Brian Monter

    Director

    Total calculated
    $0
    Hours/week
    1

  • Paul Hinchey MD

    Director

    Total calculated
    $0
    Hours/week
    1

  • Christine Lobas

    Director

    Total calculated
    $0
    Hours/week
    1

  • William H Gary Sr

    Secretary

    Total calculated
    $0
    Hours/week
    1

  • Thomas M Wynne

    Director

    Total calculated
    $0
    Hours/week
    1

  • Wayne E Brassel

    Director

    Total calculated
    $0
    Hours/week
    1

  • James F Sheppard

    Treasurer

    Total calculated
    $0
    Hours/week
    1

  • Theodoros Teknos MD

    Director

    Total calculated
    $0
    Hours/week
    1

  • Thomas W Laub

    Director

    Total calculated
    $0
    Hours/week
    1

  • Brett C Hazard

    Director

    Total calculated
    $0
    Hours/week
    1

  • Shelley Chornak

    Director

    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
  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

Answered no

  • 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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Part I Line 4a
Cheryl O Malley, Severance 200,478.
Part I Line 4b
William A. Young, Jr. Supplemental nonqualified retirement plan 46,800
Part I Line 4b
Kelly Linson Supplemental nonqualified retirement plan 25,353
Part I Line 4b
Ferdinand Plecha Supplemental nonqualified retirement plan 19,084
Part I Line 4b
Martha Bauschka Supplemental nonqualified retirement plan 13,497
Part I Line 4b
Albert Matyas Supplemental nonqualified retirement plan 11,649
Part I Line 4b
Joni Edwards Supplemental nonqualified retirement plan 13,757
Part I Line 7
Bonus and incentive compensation is calculated annually based on performance metrics and goals, but also includes discretion from Board Management.

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

No itemized grants to organizations 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 Holdings Inc

    C Corp · Retail Pharmacy · OH · 100% owned · share of income -$476,396 · share of assets $2,168,547 · controlled entity

    Directly controlled by Southwest Gen Hlth Cntr

  • Western Reserve Assurance Co LTD SPC

    C Corp · Self Insurance · CJ · controlled entity

    Directly controlled by Southwest Community Health System

Provenance

Return type
form_990
Tax year
2024
Filed
24 October 2025
IRS schema version
2024v5.2
Source object
202523039349301652

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