Nonprofit · EIN 34-0753531
SOUTHWEST GENERAL HEALTH CENTER
Tax-exempt · CLEVELAND, OH 44130
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $449,561,763 | $458,370,664 | -$8,808,901 | $523,563,156 | $255,188,064 | $268,375,092 |
| December 31, 2023 | 990 | $419,701,773 | $427,357,244 | -$7,655,471 | $535,759,042 | $259,425,590 | $276,333,452 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $2,156,978
- Program service revenue
- $426,683,678
- Investment income
- $16,932,881
- Net rental income
- -$1,173,409
- Net gain from sales of assets
- $8,311,240
- Tax-exempt bond proceeds
- $85,738
- Other revenue
- $3,788,226
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $3,454,597
- Other salaries and wages
- $135,386,148
- Salaries, compensation and benefits (total)
- $179,283,360
- Professional fundraising fees
- $0
- Legal fees
- $725,724
- Accounting fees
- $440,545
- Occupancy
- $11,262,872
- Travel
- $596,699
- Depreciation
- $22,235,684
- Program services (functional)
- $395,037,780
- Management and general (functional)
- $63,463,111
Balance sheet and other
- Total assets, start of year
- $535,759,042
- Total assets, end of year
- $523,563,156
- Total liabilities, end of year
- $255,188,064
- Net assets, end of year
- $268,375,092
- Land, buildings and equipment
- $146,508,167
- Publicly traded securities
- $231,832,412
- Net assets without donor restrictions
- $268,375,092
- Gross unrelated business income
- $357,921
- Gross receipts
- $541,065,677
- Employees
- 3,010
- Volunteers
- 340
- Year formed
- 1920
- State of legal domicile
- OH
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| William A Young Jr | President/CEO Trustee or director, Officer | 55 | $772,209 | $0 | $56,655 |
| John Alton MD | President Medical Staff Trustee or director, Officer | 1 | $0 | $655,847 | $55,671 |
| Kelly Linson | Sr. VP/CFO Officer | 57 | $517,751 | $0 | $38,079 |
| Ferdinand Plecha | Chief Medical Officer Officer | 50 | $460,579 | $0 | $27,877 |
| Gregory Rogers MD | VP Medical Staff Trustee or director, Officer | 1 | $0 | $417,058 | $37,638 |
| Martha Bauschka | VP/CNO Officer | 60 | $386,312 | $0 | $45,774 |
| Joni Edwards | VP HR Officer | 60 | $375,017 | $0 | $43,450 |
| Albert Matyas | VP/Marketing Key employee | 60 | $326,817 | $0 | $42,753 |
| Donna Williams | Physician Assist Highest-paid employee | 40 | $257,102 | $0 | $37,968 |
| Michael Waggoner | Dir of Behavioral Health Highest-paid employee | 40 | $199,098 | $0 | $40,582 |
| Jill Barber | Dir Managed Care Rev Highest-paid employee | 40 | $199,097 | $0 | $40,033 |
| Cheryl OMalley | Former Chief Transformation Officer Former | 60 | $204,137 | $0 | $31,765 |
| Linda Brashear | Physician Advisor Highest-paid employee | 40 | $200,547 | $0 | $23,101 |
| Charleen Scott | Director of Finance Highest-paid employee | 40 | $197,177 | $0 | $13,625 |
| Jamie Zayed | Chief Transformation Officer Officer | 40 | $114,353 | $0 | $11,070 |
20 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Geoff Allman | Director Trustee or director | 1 | $0 |
| Rickey J Shyne PhD PE | Chairman Trustee or director, Officer | 1 | $0 |
| LaVonne Pulliam | Director Trustee or director | 1 | $0 |
| Adrian Maldonado | Vice Chairman Trustee or director, Officer | 1 | $0 |
| Nicolette Scott OD | Director Trustee or director | 1 | $0 |
| Cynthia Schulz | Director Trustee or director | 1 | $0 |
| David Sylvan | Director Trustee or director | 1 | $0 |
| R Terry Krivak | Director Trustee or director | 1 | $0 |
| Ken D Semelsberger | Director Trustee or director | 1 | $0 |
| Brian Monter | Director Trustee or director | 1 | $0 |
| Paul Hinchey MD | Director Trustee or director | 1 | $0 |
| Christine Lobas | Director Trustee or director | 1 | $0 |
| William H Gary Sr | Secretary Trustee or director, Officer | 1 | $0 |
| Thomas M Wynne | Director Trustee or director | 1 | $0 |
| Wayne E Brassel | Director Trustee or director | 1 | $0 |
| James F Sheppard | Treasurer Trustee or director, Officer | 1 | $0 |
| Theodoros Teknos MD | Director Trustee or director | 1 | $0 |
| Thomas W Laub | Director Trustee or director | 1 | $0 |
| Brett C Hazard | Director Trustee or director | 1 | $0 |
| Shelley Chornak | Director Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 35 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| John Alton MD | President Medical Staff Trustee or director, Officer | 1 | $0 | $698,551 | $98,451 |
| William A Young Jr | President/CEO Trustee or director, Officer | 55 | $714,684 | $0 | $52,961 |
| Kelly Linson | Sr. VP/CFO Officer | 57 | $427,336 | $0 | $54,996 |
| Gregory Rogers MD | VP Medical Staff Trustee or director, Officer | 1 | $0 | $411,880 | $38,700 |
| Ferdinand Plecha | Chief Medical Officer Officer | 50 | $411,298 | $0 | $26,570 |
| Martha Bauschka | VP/CNO Officer | 60 | $335,930 | $0 | $43,153 |
| Cheryl OMalley | Chief Transformation Officer Officer | 60 | $340,727 | $0 | $20,633 |
| Joni Edwards | VP HR Officer | 60 | $301,267 | $0 | $41,966 |
| Albert Matyas | VP/Marketing Key employee | 60 | $282,740 | $0 | $56,126 |
| Donna Williams | Physician Assist Highest-paid employee | 40 | $231,939 | $0 | $26,634 |
| Jill Barber | Dir Managed Care Rev Highest-paid employee | 40 | $194,874 | $0 | $36,861 |
| Michael Waggoner | Dir of Behavioral Health Highest-paid employee | 40 | $190,444 | $0 | $40,908 |
| Linda Brashear | Physician Advisor Highest-paid employee | 40 | $199,077 | $0 | $21,670 |
| Kiera Williams | Clinical Nurse Highest-paid employee | 40 | $190,450 | $0 | $7,360 |
| Christopher Lynn | Former CIO Former | – | $161,959 | $0 | $22,247 |
| Geoff Allman | Director Trustee or director | 1 | $0 | $0 | $0 |
| Rickey J Shyne PhD PE | Chairman Trustee or director, Officer | 1 | $0 | $0 | $0 |
| LaVonne Pulliam | Director Trustee or director | 1 | $0 | $0 | $0 |
| Adrian Maldonado | Vice Chairman Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Nicolette Scott OD | Director Trustee or director | 1 | $0 | $0 | $0 |
| Cynthia Schulz | Director Trustee or director | 1 | $0 | $0 | $0 |
| David Sylvan | Director Trustee or director | 1 | $0 | $0 | $0 |
| R Terry Krivak | Director Trustee or director | 1 | $0 | $0 | $0 |
| Ken D Semelsberger | Director Trustee or director | 1 | $0 | $0 | $0 |
| Brian Monter | Director Trustee or director | 1 | $0 | $0 | $0 |
| Paul Hinchey MD | Director Trustee or director | 1 | $0 | $0 | $0 |
| Christine Lobas | Director Trustee or director | 1 | $0 | $0 | $0 |
| William H Gary Sr | Secretary Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Thomas M Wynne | Director Trustee or director | 1 | $0 | $0 | $0 |
| Wayne E Brassel | Director Trustee or director | 1 | $0 | $0 | $0 |
| James F Sheppard | Treasurer Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Theodoros Teknos MD | Director Trustee or director | 1 | $0 | $0 | $0 |
| Thomas W Laub | Director Trustee or director | 1 | $0 | $0 | $0 |
| Brett C Hazard | Director Trustee or director | 1 | $0 | $0 | $0 |
| Shelley Chornak | Director Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 18697 BAGLEY RD, CLEVELAND, OH 44130-3417
- In care of
- % WILLIAM A YOUNG JR
- Principal officer (990 for 2024)
- William A Young Jr, 18697 Bagley Rd, Middleburg Hts, OH 44130
- Signed the 990
- Darrell Lentz, Vice President CFO
- Phone
- (440) 816-8000
- Website
- www.swgeneral.com
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.
Program accomplishments
- 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
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 34-0753531
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Hospital or medical research organization
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1945
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E220)
- Assets (IRS master file)
- $523,563,156
- Income (IRS master file)
- $541,065,677
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $449,561,763 | $458,370,664 | $523,563,156 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990 | December 2023 | $419,701,773 | $427,357,244 | $535,759,042 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990 | December 2022 | $414,399,819 | $414,005,148 | $543,076,182 | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 34-0753531).
Questions about SOUTHWEST GENERAL HEALTH CENTER
- What is the EIN of SOUTHWEST GENERAL HEALTH CENTER?
- The employer identification number (EIN) of SOUTHWEST GENERAL HEALTH CENTER is 34-0753531.
- Is SOUTHWEST GENERAL HEALTH CENTER tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1945.
- Are donations to SOUTHWEST GENERAL HEALTH CENTER tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SOUTHWEST GENERAL HEALTH CENTER file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SOUTHWEST GENERAL HEALTH CENTER due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SOUTHWEST GENERAL HEALTH CENTER last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of SOUTHWEST GENERAL HEALTH CENTER?
- The 990 for the year ended December 31, 2024 names William A Young Jr.
- Who are the officers and directors of SOUTHWEST GENERAL HEALTH CENTER?
- The 990 for the year ended December 31, 2024 lists 35 people; 13 received compensation from the organization, the highest $772,209 (William A Young Jr, President/CEO).
- How much revenue does SOUTHWEST GENERAL HEALTH CENTER have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $449,561,763, expenses of $458,370,664 and total assets of $523,563,156 at year end.
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