SOUTHWEST GENERAL HEALTH CENTER (EIN 340753531) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1920

Legal Domicile

Phone

4408168000

Tax Period

2023-01-01 to 2023-12-31

SOUTHWEST GENERAL HEALTH CENTER, founded in 1920, is a major nonprofit in the Health Care sector that reported $419.7M in total revenue in fiscal year 2023.

Mission

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

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $277,654

Program Service Revenue $397,470,649

Investment Income $17,454,698

Other Revenue $4,498,772

TOTAL REVENUE $419,701,773

Expense Breakdown

Grants Paid $251,180

Salaries & Benefits $172,760,588

Fundraising Expenses $0

Program Expenses $369,703,771

Other Expenses $254,345,476

TOTAL EXPENSES $427,357,244

Year-over-Year Comparison

	2023	2022	Change
Revenue	$419,701,773	$414,399,819	+0.0%
Expenses	$427,357,244	$414,005,148	+0.0%
Net Income	$-7,655,471	$394,671	-20.4%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✓ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

3004

Volunteers

341

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✓ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$4,019,103

Total Directors

$2,015,227

Key Employees

$338,866

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
John Alton MD	President Medical Staff	001.00	Officer Director	$0	$98,451	$797,002
William A Young Jr	President/CEO	055.00	Officer Director	$714,684	$52,961	$767,645
Kelly Linson	Sr. VP/CFO	057.00	Officer	$427,336	$54,996	$482,332
Gregory Rogers MD	VP Medical Staff	001.00	Officer Director	$0	$38,700	$450,580
Ferdinand Plecha	Chief Medical Officer	050.00	Officer	$411,298	$26,570	$437,868
Martha Bauschka	VP/CNO	060.00	Officer	$335,930	$43,153	$379,083
Cheryl OMalley	Chief Transformation Officer	060.00	Officer	$340,727	$20,633	$361,360
Joni Edwards	VP HR	060.00	Officer	$301,267	$41,966	$343,233
Albert Matyas	VP/Marketing	060.00	Key Emp	$282,740	$56,126	$338,866
Donna Williams	Physician Assist	040.00	Highest	$231,939	$26,634	$258,573
Jill Barber	Dir Managed Care Rev	040.00	Highest	$194,874	$36,861	$231,735
Michael Waggoner	Dir of Behavioral Health	040.00	Highest	$190,444	$40,908	$231,352
Linda Brashear	Physician Advisor	040.00	Highest	$199,077	$21,670	$220,747
Kiera Williams	Clinical Nurse	040.00	Highest	$190,450	$7,360	$197,810
Christopher Lynn	Former CIO	N/A		$161,959	$22,247	$184,206
Geoff Allman	Director	001.00	Director	$0	$0	$0
Rickey J Shyne PhD PE	Chairman	001.00	Officer Director	$0	$0	$0
LaVonne Pulliam	Director	001.00	Director	$0	$0	$0
Adrian Maldonado	Vice Chairman	001.00	Officer Director	$0	$0	$0
Nicolette Scott OD	Director	001.00	Director	$0	$0	$0
Cynthia Schulz	Director	001.00	Director	$0	$0	$0
David Sylvan	Director	001.00	Director	$0	$0	$0
R Terry Krivak	Director	001.00	Director	$0	$0	$0
Ken D Semelsberger	Director	001.00	Director	$0	$0	$0
Brian Monter	Director	001.00	Director	$0	$0	$0
Paul Hinchey MD	Director	001.00	Director	$0	$0	$0
Christine Lobas	Director	001.00	Director	$0	$0	$0
William H Gary Sr	Secretary	001.00	Officer Director	$0	$0	$0
Thomas M Wynne	Director	001.00	Director	$0	$0	$0
Wayne E Brassel	Director	001.00	Director	$0	$0	$0
James F Sheppard	Treasurer	001.00	Officer Director	$0	$0	$0
Theodoros Teknos MD	Director	001.00	Director	$0	$0	$0
Thomas W Laub	Director	001.00	Director	$0	$0	$0
Brett C Hazard	Director	001.00	Director	$0	$0	$0
Shelley Chornak	Director	001.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$419,701,773	$427,357,244	$535,759,042	$-7,655,471
2022	$414,399,819	$414,005,148	$543,076,182	$394,671
2021	$427,573,638	$410,771,293	$614,338,132	$16,802,345
2020	$373,513,244	$371,157,703	$593,328,591	$2,355,541
2019	$390,498,903	$384,499,305	$532,276,123	$5,999,598
2018	$377,176,711	$356,416,154	$494,997,719	$20,760,557

SOUTHWEST GENERAL HEALTH CENTER