2024-05-15T08:36:44+00:00 2023-06-30 990 2022-07-01 261503650 SOUTHWESTERN HEALTHCARE INC SOUT 8124364231 415 MULBERRY STREET EVANSVILLE IN 477131230 HEATHER E HERTEL President/CEO 8124364231 2024-05-15 ANN CALVERT 999009999 2022 2023-04-26 12:10:37Z HEATHER E HERTEL 415 MULBERRY STREET EVANSVILLE IN 477131230 7236619 false X WWW.SOUTHWESTERNHEALTHCARE.ORG X 2007 IN SUPPORT THE MISSION AND OPERATIONS OF IT'S SUPPORTED ORGANIZATIONS. 13 12 73 12 0 0 635680 0 6123053 6602638 15169 58008 -35674 28944 6738228 6689590 550 0 0 3759477 4055644 0 0 1991461 2071062 5751488 6126706 986740 562884 14609726 15047022 989762 901265 13619964 14145757 SUPPORT THE MISSION AND OPERATIONS OF IT'S SUPPORTED ORGANIZATIONS THROUGH THE COORDINATION AND UNIFICATION OF SYSTEMS IN THE AREAS OF FINANCE, HUMAN RESOURCES, CORPORATE COMPLIANCE, INFORMATION TECHNOLOGY, HEALTH INFORMATION MANAGEMENT, PATIENT FINANCIAL SERVICES, COMMUNICATIONS/OUTREACH AND FACILITIES MANAGMENT. false false 4077481 5031000 PROVIDE ADMINISTRATIVE SERVICES TO SUPPORT PROGRAM OPERATIONS OF IT'S SUPPORTED ORGANIZATIONS INCLUDING: FINANCE, HUMAN RESOURCES, CORPORATE COMPLIANCE, INFORMATION TECHNOLOGY, HEALTH INFORMATION MANAGEMENT, PATIENT FINANCIAL SERVICES, COMMUNICATIONS/OUTREACH AND FACILITIES MANAGMENT. 1514484 1571638 OWN AND MAINTENANCE THE OPERATING FACILITIES USED FOR PROGRAM SERVICES OF THE SUPPORTED ORGANIZATIONS AND OTHER NON-PROFIT ORGANIZATIONS. 5591965 true false false false false false false false true true false false false true true true false false false false false false false false false false false false true false false false false false false false false false false false false false true false false false true 11 0 true 73 true false false false false false false false false X 13 12 false false false false false true false true true false false true true true true true true true true false IN X ANN B CALVERT 8124364234 415 MULBERRY STREET EVANSVILLE IN 477131230 CAREN WHITEHOUSE CHAIRPERSON 0.5 0.0 X X 0 0 0 FRANCES DUMAS-HINES Secretary 0.5 0.0 X X 0 0 0 HEATHER E HERTEL PRESIDENT/CHIEF EXECUTIVE OFFICER 40.0 1.5 X X 193301 0 46613 MARK POWERS VICE CHAIRPERSON 0.5 0.5 X X 0 0 0 ANN WHITE BOARD MEMBER 0.5 0.5 X 0 0 0 BONNIE RINKS BOARD MEMBER 0.5 0.5 X 0 0 0 Brittany Griggs Board Member (MEMBERSHIP BEGAN 1/25/23) 0.5 0.5 X 0 0 0 DAVID GUNN BOARD MEMBER (MEMBERSHIP ENDED 10/18/22) 0.5 0.0 X 0 0 0 DAVID SHAW BOARD MEMBER 0.5 0.5 X 0 0 0 Jarrod Luigs Board Member (MEMBERSHIP BEGAN 1/25/23) 0.5 0.5 X 0 0 0 JEFF BERRY BOARD MEMBER 0.5 0.5 X 0 0 0 MARY JANE HUMPHREY BOARD MEMBER 0.5 0.5 X 0 0 0 STEVE SCHMITT BOARD MEMBER 0.5 0.5 X 0 0 0 ANN B CALVERT CHIEF FINANCIAL OFFICER/TREASURER 40.0 1.5 X 135686 0 25999 Andrea Imes Chief Human Resources Officer 40.0 0.0 X 101859 0 34368 BRIAN REINE CHIEF INFORMATION OFFICER 40.0 0.0 X 134948 0 25142 Sabrina Winters Chief Compliance & Privacy Officer 40.0 0.0 X 105353 0 1497 671147 0 133619 5 false true false 0 0 0 0 0 0 0 Rental Income 532000 1571638 1571638 Administrative Services 561000 5031000 5031000 0 0 0 0 6602638 72746 72746 511481 532291 -20810 0 -20810 -20810 14738 0 -14738 -14738 -14738 CSV of Life Insurance 561000 32137 32137 OTHER REVENUE 561000 17617 17617 0 0 0 0 49754 6689590 6602638 0 86952 0 0 0 0 0 0 0 0 420094 346259 73835 0 0 0 0 0 2852546 2676519 176027 0 90336 84438 5898 0 486775 460318 26457 0 205893 193294 12599 0 0 0 0 0 5146 0 5146 0 31960 2538 29422 0 0 0 0 0 0 0 0 0 0 0 26469 2710 23759 0 485 485 0 0 74016 61426 12590 0 381639 317611 64028 0 0 0 0 0 842913 831302 11611 0 25919 24542 1377 0 0 0 0 0 10495 8633 1862 0 0 0 0 0 0 0 0 0 507885 494907 12978 0 61792 9616 52176 0 RECRUITMENT 13299 11068 2231 0 DUES/SUBSCRIPTIONS 38451 32021 6430 0 EMPLOYEE WELLNESS/RECOGNITION 35553 29588 5965 0 OTHER EXPENSE 12326 4690 7636 0 2714 0 2714 0 6126706 5591965 534741 0 0 0 0 0 250 250 6624153 7315352 0 0 1140 0 0 0 0 0 0 238855 311096 19509194 12891386 7008245 6617808 43986 58712 0 0 0 694237 742664 14609726 15047022 692921 622203 0 265999 238094 0 0 0 0 0 0 0 30842 40968 989762 901265 13395678 13921471 224286 224286 0 0 0 13619964 14145757 14609726 15047022 562884 -37091 0 0 X false true X true false X X X 3 SOUTHWESTERN BEHAVIORAL HEALTHCARE INC 351160722 7 true 0 0 HILLCREST WASHINGTON YOUTH HOME INC 351138958 7 true 0 0 SOUTHWESTERN FOUNDATION INC 261503650 9 true 0 0 3 0 0 true false false false false false false false false false false false false false false false false Schedule A, Part I, Line 12g(vi) SOUTHWESTERN FOUNDATION, INC THE ORGANIZATION PROVIDED ADMINISTRATIVE SERVICES IN KIND WITH A FMV OF $73,200 TO SOUTHWESTERN FOUNDATION, INC. Schedule A, Part IV, Section B, Line 1 Power to elect or appoint THE ELECTED CHAIRPERSON OF THE BOARD OF DIRECTORS FOR EACH SUPPORTED ORGANIZATION SHALL ALSO SERVE ON THE BOARD OF DIRECTORS OF THE ORGANIZATION. A MAJORITY OF THE BOARD OF DIRECTORS OF THE ORGANIZATION SHALL ALSO SERVE ON THE BOARD OF DIRECTORS OF THE SUPPORTED ORGANIZATIONS. 903183 9480 0 912663 900726 2957 500 903183 896643 4833 750 900726 883897 13246 500 896643 870843 13554 500 883897 0.75 0.0 0.25 false false 1852334 1852334 16050037 11730338 4319699 1482191 1161048 321143 124632 124632 6617808 Deferred Compensation - 457 Plans 40846 Due to Affiliates 122 40968 X 7257990 -37091 73200 0 532291 568400 6689590 0 0 0 6689590 6732197 73200 0 0 532291 605491 6126706 0 0 0 6126706 Schedule D, Part V, Line 4 Intended uses of endowment funds BOARD DESIGNATED FUNDS OF $678,897 ARE TO BE DONATED, AS NEEDED, TO HILLCREST WASHINGTON YOUTH HOME, INC. TEMPORARILY RESTRICTED FUNDS OF $223,041 ARE TO BE DONATED, AS NEEDED, TO CONTINUE THE HEALTHY FAMILIES, SATI, RAAP AND TIPS PROGRAMS OPERATED BY HILLCREST WASHINGTON YOUTH HOME, INC. TEMPORARILY RESTRICTED FUNDS OF $1,245 ARE TO BE USED FOR ROBERT WETZEL MEMORIAL SCHOLARSHIPS TO EMPLOYEES OF SOUTHWESTERN BEHAVIORAL HEALTHCARE, INC. WHO WORK IN THE SUPERVISED GROUP LIVING FACILITIES. Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote The Corporation is organized as a nonprofit corporation under Section 509(a)(3), a subcategory of Section 501(c)(3), of the United States Internal Revenue Code. The exemption is on all income except unrelated business income as noted under Section 511 of the Internal Revenue Code. Internal Revenue Code Section 513(a) defines an unrelated trade or business of an exempt organization as any trade or business, which is not substantially related to the exercise or performance of its exempt purpose. As such, the Corporation is generally exempt from income taxes. However, the Corporation is required to file Federal Form 990 - Return of Organization Exempt from Income Tax, which is an informational return only. Accounting principles generally accepted in the United States of America require management to evaluate tax positions taken by the Corporation and recognize a tax liability if the Corporation has taken an uncertain position that more likely than not would not be sustained upon examination by various federal and state taxing authorities. Management has analyzed the tax positions taken by the Corporation and has concluded that as of June 30, 2023, there are no uncertain positions taken or expected to be taken that would require recognition of a liability or disclosure in the accompanying financial statements. The Corporation is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. The Corporation filed its federal and state income tax returns for periods through June 30, 2022. These income tax returns are generally open to examination by the relevant taxing authorities for a period of three years from the later of the date the return was filed or its due date (including approved extensions). Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 THIRD PARTY RENTAL EXPENSES NETTED WITH RELATED REVENUE - 532291 Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 THIRD PARTY RENTAL EXPENSES NETTED WITH RELATED REVENUE - 532291 X X X X false true false false false false false false false HEATHER E HERTEL PRESIDENT/CHIEF EXECUTIVE OFFICER 191797 0 0 0 1504 0 14298 0 32315 0 239914 0 0 0 ANN B CALVERT CHIEF FINANCIAL OFFICER/TREASURER 131861 0 2500 0 1325 0 7575 0 18424 0 161685 0 0 0 BRIAN REINE CHIEF INFORMATION OFFICER 133442 0 1500 0 6 0 7503 0 17639 0 160090 0 0 0 Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan CONTRIBUTIONS IN THE AMOUNT OF $7,000 WERE MADE TO A 457(F) DEFINED CONTRIBUTION PLAN FOR THE BENEFIT OF HEATHER E. HERTEL, PRESIDENT/CEO. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body A MAJORITY OF THE BOARD OF DIRECTORS OF THE ORGANIZATION SHALL ALSO BE ON THE BOARD OF DIRECTORS OF THE SUPPORTED ORGANIZATIONS. THE ELECTED CHAIRPERSON OF THE BOARD OF DIRECTORS FOR EACH SUPPORTED ORGANIZATION SHALL SERVE AS A DIRECTOR OF THE ORGANIZATION. Form 990, Part VI, Line 11b Review of form 990 by governing body THE FORM 990 IS DISTRIBUTED TO THE FULL BOARD OF DIRECTORS AND EXECUTIVE MANAGEMENT FOR REVIEW PRIOR TO SUBMITTING. THE FORM 990 IS FORMALLY REVIEWED AND APPROVED BY THE AUDIT, FINANCE AND INVESTMENT COMMITTEE AFTER SUBMITTING. Form 990, Part VI, Line 12c Conflict of interest policy AN ANNUAL STATEMENT MUST BE SIGNED BY EACH BOARD MEMBER ACKNOWLEDGING THE RECEIPT AND REVIEW OF THE CONFLICT OF INTEREST POLICY AS WELL AS THE DISCLOSURE OF ANY KNOWN CONFLICTS OF INTEREST. IF THERE IS THE EXISTENCE OF AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, THE MATERIAL FACTS AND FINANCIAL INTERESTS MUST BE DISCLOSED TO THE DIRECTORS, OFFICERS, AND COMMITTEE MEMBERS WHO WILL DETERMINE IF ANY ACTION NEEDS TO BE TAKEN. DISCIPLINARY AND CORRECTIVE ACTION WILL BE TAKEN IF CONFLICTS OF INTEREST ARE KNOWN BUT NOT DISCLOSED. Form 990, Part VI, Line 15a Process to establish compensation of top management official THE ORGANIZATION REVIEWS AVAILABLE SALARY SURVEYS FOR LIKE CORPORATIONS. THE BOARD OF DIRECTORS APPROVE THE COMPENSATION PACKAGE AND COMPLETE ANNUAL COMPENSATION REVIEWS. Form 990, Part VI, Line 15b Process to establish compensation of other employees For a new hire, the organization reviews available salary surveys for like corporations. The Board of Directors approve the compensation package. Annual raises and market adjustments are determined by the CEO. Form 990, Part VI, Line 19 Required documents available to the public THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. SOUTHWESTERN BEHAVIORAL HEALTHCARE INC 415 MULBERRY STREET EVANSVILLE IN 47713 351160722 MENTAL HEALTH AND ADDICTIONS SERVICES IN 501(c)(3) 7 NA false SOUTHWESTERN FOUNDATION INC 415 MULBERRY STREET EVANSVILLE IN 47713 261503592 FUNDRAISING, GRANT WRITING AND AWARENESS IN 501(c)(3) Type I NA false HILLCREST WASHINGTON YOUTH HOME INC 415 MULBERRY STREET EVANSVILLE IN 47713 311138958 RESIDENTIAL CARE TO YOUTH AND EDUCATION FOR EXPECTANT/NEW PARENTS IN 501(c)(3) 7 NA false false true false false false false false false false true false true false true false true true false false