2024-08-12T15:11:36-04:00 2023-09-30 580914992 DRAFFIN & TUCKER LLP PO BOX 71309 ALBANY GA 317081309 990 2022-10-01 581772605 SOUTHWELL INC SOUT 2293533804 PO BOX 2650 TIFTON GA 31793 TROY BROOKS CFO 2293533804 2024-08-10 true false WILLIAM EDWARD PHILLIPS P00451499 2298837878 2024-08-10 2022 2024-08-08 14:25:15Z CHRISTOPHER DORMAN PO BOX 2650 TIFTON GA 31793 617850 false X HTTPS://MYSOUTHWELL.COM/ X 1983 GA SOUTHWELL, INC. (SOUTHWELL) OPERATES FOR THE BENEFIT OF, TO PERFORM THE FUNCTIONS OF, AND TO CARRY OUT THE PURPOSES OF TIFT REGIONAL HEALTH SYSTEM, INC. (A TAX-EXEMPT REGIONAL REFERRAL HOSPITAL) AND SOUTHWELL AMBULATORY, INC., (A TAX-EXEMPT PROVIDER OF SPECIALTY PHYSICIAN AND MEDICAL SERVICES). SOUTHWELL IS THE PARENT ORGANIZATION OF THE MULTI-ENTITY HEALTHCARE SYSTEM AND IS RESPONSIBLE FOR STRATEGIC PLANNING, RESOURCE ALLOCATION AND FINANCIAL PLANNING FOR THE SYSTEM. 8 7 0 0 0 0 537425 617850 0 537425 617850 537425 617850 0 0 0 0 60 60 537485 617910 -60 -60 82255 111979 0 82255 111979 X SOUTHWELL, INC. (SOUTHWELL) OPERATES FOR THE BENEFIT OF, TO PERFORM THE FUNCTIONS OF, AND TO CARRY OUT THE PURPOSES OF TIFT REGIONAL HEALTH SYSTEM, INC. (A TAX-EXEMPT REGIONAL REFERRAL HOSPITAL) AND SOUTHWELL AMBULATORY, INC., (A TAX-EXEMPT PROVIDER OF SPECIALTY PHYSICIAN AND MEDICAL SERVICES). SOUTHWELL IS THE PARENT ORGANIZATION OF THE MULTI-ENTITY HEALTHCARE SYSTEM AND IS RESPONSIBLE FOR STRATEGIC PLANNING, RESOURCE ALLOCATION AND FINANCIAL PLANNING FOR THE SYSTEM. false false 617850 617850 SOUTHWELL IS THE PARENT ORGANIZATION OF A MULTI-ENTITY HEALTHCARE SYSTEM THAT INCLUDES TIFT REGIONAL HEALTH SYSTEM, INC, TAX-EXEMPT A REGIONAL REFERRAL HOSPITAL AND TIFT AMBULATORY, INC, A TAX-EXEMPT PROVIDER OF SPECIALTY PHYSICIAN AND MEDICAL SERVICES. THE HEALTHCARE SYSTEM SERVES THE COMMUNITY OF TIFTON, GA AND THE SURROUNDING AREAS. 617850 true false false false false false false false false false false true false false false true false true false false false false false false false false false true false true false false false false false false false false false false false false false true true true false false true 0 0 0 false false false false false false false false false false false false X 8 7 false false false false false false false true true false false true true true true true true false false false GA X TROY BROOKS 2293533397 PO BOX 2650 TIFTON GA 317932650 CHRISTOPHER DORMAN PRESIDENT & 1.00 X 0 842627 28377 JESSICA BEIER MD TRUSTEE 1.00 41.00 X 0 721080 27250 KIM WILLS CFO (LEFT 5/ 1.00 X 0 218516 12243 TROY BROOKS CFO 1.00 X 0 184425 9635 JAMES ALLEN CHAIRMAN 1.00 X X 0 0 0 WILLIAM BOWEN TRUSTEE 1.00 X 0 0 0 WASDON GRAYDON TRUSTEE 1.00 X 0 0 0 GEORGE M D HUNT IV VICE CHAIR 1.00 X X 0 0 0 JOYCE MIMS SECRETARY 1.00 X X 0 0 0 WILLIAM RICHARDSON TRUSTEE (FOR 1.00 X 0 0 0 FORTSON TURNER TRUSTEE 1.00 X 0 0 0 1966648 77505 true true false 617850 617850 617850 617850 617850 617850 60 60 617910 617850 60 0 187 127 82068 111852 82255 111979 0 0 X 82255 111979 82255 111979 82255 111979 X -60 29784 X false true X true false X X 2 TIFT REGIONAL HEALTH SYSTEM INC 453072990 3 true 617850 0 SOUTHWELL AMBULATORY INC 843430446 3 true 0 0 2 617850 0 true false false false false false false false false false false false false false false true true true X true true PART IV, SECTION D, LINE 3 IN ADDITION TO SUBSTANTIAL OVERLAP OF BOARD MEMBERS WITH TIFT REGIONAL HEALTH SYSTEM, THE TWO ORGANIZATIONS SHARE A COMMON EXECUTIVE TEAM, INCLUDING THE CHIEF EXECUTIVE OFFICER AND CHIEF FINANCIAL OFFICER POSITIONS. OF THE 4 MEMBERS OF THE SOUTHWELL AMBULATORY BOARD OF DIRECTORS, 3 ARE BOARD MEMBERS OF THE SOUTHWELL BOARD OF DIRECTORS, AND THE CEO AND CFO OF THE ORGANIZATIONS ARE IDENTICAL. PART IV, SECTION E, LINE 3A APPOINTMENT TO THE BOARD OF DIRECTORS OF EITHER OF THE SUPPORTED ORGANIZATIONS IS SUBJECT TO THE APPROVAL OF SOUTHWELL, INC., THE SOLE MEMBER OF EACH ENTITY. PART IV, SECTION E, LINE 3B IN ADDITION TO HAVING APPROVAL POWER OVER THE APPOINTMENT TO THE BOARD OF DIRECTORS OF TIFT REGIONAL HEALTH SYSTEM, INC. ("TRHS"), THE TWO BOARDS FOR THE 2 ORGANIZATIONS SHARE A SUBSTANTIAL NUMBER OF OVERLAPPING MEMBERS. FOUR MEMBERS SERVE ON BOTH THE TRHS BOARD (OUT OF 8 TOTAL) AND THE SOUTHWELL BOARD (ALSO OUT OF 8 TOTAL). IN ADDITION, THE CEO & CFO FOR THE TWO ORGANIZATIONS ARE THE SAME INDIVIDUALS. SOUTHWELL HAS 3 MEMBERS OF ITS BOARD SERVING ON THE 4 MEMBER BOARD OF SOUTHWELL AMBULATORY, INC. IN ADDITION, THE CEO AND CFO OF ALL 3 ORGANIZATIONS ARE IDENTICAL. SUPPLEMENTAL INFORMATION SOUTHWELL, INC. IS THE PARENT ORGANIZATION OF ITS SUPPORTED ORGANIZATIONS, TIFT REGIONAL HEALTH SYSTEM, INC. AND SOUTHWELL AMBULATORY, INC,. AS PARENT, SOUTHWELL PROVIDES STRATEGIC PLANNING, RESOURCE ALLOCATION, AND FINANCIAL PLANNING FOR THE MULTI-ENTITY SYSTEM. SOUTHWELL ALSO HAS RESERVED POWERS OVER BOTH SUPPORTED ORGANIZATIONS. 111852 C 111852 X SCHEDULE D, PAGE 3, PART X SOUTHWELL, SYSTEM, AND AMBULATORY ARE NOT-FOR-PROFIT CORPORATIONS AND HAVE BEEN RECOGNIZED AS TAX-EXEMPT PURSUANT TO SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ACO IS CONSIDERED A DISREGARDED ENTITY OF THE SYSTEM. ENTERPRISES IS A FOR-PROFIT CORPORATION. SOUTHWELL APPLIES ACCOUNTING POLICIES THAT PRESCRIBE WHEN TO RECOGNIZE AND HOW TO MEASURE THE FINANCIAL STATEMENT EFFECTS OF INCOME TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON ITS INCOME TAX RETURNS. THESE RULES REQUIRE MANAGEMENT TO EVALUATE THE LIKELIHOOD THAT, UPON EXAMINATION BY THE RELEVANT TAXING JURISDICTIONS, THOSE INCOME TAX POSITIONS WOULD BE SUSTAINED. BASED ON THAT EVALUATION, SOUTHWELL ONLY RECOGNIZES THE MAXIMUM BENEFIT OF EACH INCOME TAX POSITION THAT IS MORE THAN 50% LIKELY OF BEING SUSTAINED. TO THE EXTENT THAT ALL OR A PORTION OF THE BENEFITS OF AN INCOME TAX POSITION ARE NOT RECOGNIZED, A LIABILITY WOULD BE RECOGNIZED FOR THE UNRECOGNIZED BENEFITS, ALONG WITH ANY INTEREST AND PENALTIES THAT WOULD RESULT FROM DISALLOWANCE OF THE POSITION. SHOULD ANY SUCH PENALTIES AND INTEREST BE INCURRED, THEY WOULD BE RECOGNIZED AS OPERATING EXPENSES. BASED ON THE RESULTS OF MANAGEMENT'S EVALUATION, NO LIABILITY IS RECOGNIZED IN THE ACCOMPANYING BALANCE SHEETS FOR UNRECOGNIZED INCOME TAX POSITIONS. FURTHER, NO INTEREST OR PENALTIES HAVE BEEN ACCRUED OR CHARGED TO EXPENSE AS OF SEPTEMBER 30, 2023 AND 2022 OR FOR THE YEARS THEN ENDED. SOUTHWELL'S TAX RETURNS ARE SUBJECT TO POSSIBLE EXAMINATION BY THE TAXING AUTHORITIES. FOR FEDERAL INCOME TAX PURPOSES, THE TAX RETURNS ESSENTIALLY REMAIN OPEN FOR POSSIBLE EXAMINATION FOR A PERIOD OF THREE YEARS AFTER THE RESPECTIVE FILING DEADLINES OF THOSE RETURNS. true TIFT REGIONAL HEALTH SYSTEM INC PO BOX 2650 TIFTON GA 317932650 453072990 501C3 617850 FINANCIAL SUPPORT 1 SCHEDULE I, PAGE 1, PART I, LINE 2 THE ORGANIZATION ONLY PROVIDES SUPPORT TO AFFILIATED ENTITIES. BOTH SOUTHWELL AMBULATORY AND TIFT REGIONAL HEALTH SYSTEM ARE TAX-EXEMPT AFFILIATED ENTITIES CONTROLLED BY SOUTHWELL. false false false false false false false false false CHRISTOPHER DORMAN PRESIDENT & CEO 643600 108741 90286 15250 13127 871004 JESSICA BEIER MD TRUSTEE 704600 15514 966 15250 12000 748330 KIM WILLS CFO (LEFT 5/2022) 144864 45053 28599 7243 5000 230759 TROY BROOKS CFO 168270 16155 3635 6000 194060 SCHEDULE J, PAGE 1, PART I, LINE 3 THE OFFICERS OF SOUTHWELL, INC. ARE EMPLOYED AND COMPENSATED BY TIFT REGIONAL HEALTH SYSTEM, INC., A RELATED TAX-EXEMPT ORGANIZATION. SOUTHWELL RELIES UPON THE COMPENSATION PROCESSES ESTABLISHED BY TIFT REGIONAL HEALTH SYSTEM TO DETERMINE REASONABLENESS OF COMPENSATION. FORM 990 - ORGANIZATION'S MISSION SOUTHWELL, INC. (SOUTHWELL) OPERATES FOR THE BENEFIT OF, TO PERFORM THE FUNCTIONS OF, AND TO CARRY OUT THE PURPOSES OF TIFT REGIONAL HEALTH SYSTEM, INC. (A TAX-EXEMPT REGIONAL REFERRAL HOSPITAL) AND SOUTHWELL AMBULATORY, INC., (A TAX-EXEMPT PROVIDER OF SPECIALTY PHYSICIAN AND MEDICAL SERVICES). SOUTHWELL IS THE PARENT ORGANIZATION OF THE MULTI-ENTITY HEALTHCARE SYSTEM AND IS RESPONSIBLE FOR STRATEGIC PLANNING, RESOURCE ALLOCATION AND FINANCIAL PLANNING FOR THE SYSTEM. FORM 990, PAGE 6, PART VI, LINE 11B FORM 990 IS PREPARED BY AN INDEPENDENT CERTIFIED PUBLIC ACCOUNTANT FROM INFORMATION PROVIDED BY MANAGEMENT AND FROM AUDITED FINANCIAL STATEMENTS. AFTER THE RETURN IS PREPARED AND PRIOR TO FILING WITH THE IRS, THE RETURN IS REVIEWED IN DETAIL BY SENIOR FINANCIAL MANAGEMENT. A COPY OF THE RETURN IS THEN MADE AVAILABLE TO ALL BOARD MEMBERS PRIOR TO FILING. FORM 990, PAGE 6, PART VI, LINE 12C SOUTHWELL ANNUALLY DISTRIBUTES A CONFLICT OF INTEREST QUESTIONNAIRE TO EACH MEMBER OF THE BOARD OF DIRECTORS. BOARD MEMBERS MUST DISCLOSE ANY POTENTIAL CONFLICTS. ANY BOARD MEMBER WITH A POTENTIAL CONFLICT MUST RECUSE THEMSELVES FROM THE MEETING AT WHICH THE POTENTIAL CONFLICT IS DISCUSSED. ONLY NON-CONFLICTED MEMBERS MAY DECIDE TO PURSUE A TRANSACTION INVOLVING A CONFLICT IF A MAJORITY OF THE REMAINING MEMBERS DETERMINE THE TRANSACTION IS IN THE ORGANIZATION'S BEST INTEREST. VIOLATION OF THE COI POLICY IS SUBJECT TO CORRECTIVE ACTION. FORM 990, PAGE 6, PART VI, LINE 19 GOVERNING DOCUMENTS ARE FILED WITH AND AVAILABLE ON THE GEORGIA SECRETARY OF STATE WEBSITE OR THROUGH THAT OFFICE. GOVERNING DOCUMENTS CAN ALSO BE OBTAINED BY CONTACTING SOUTHWELL. A PUBLIC INSPECTION COPY OF FORM 990 IS AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9 EQUITY INCOME IN SUBSIDIARY 29,784 TIFT REGIONAL HEALTH SYSTEM INC PO BOX 2650 TIFTON GA 31793 453072990 HOSPITAL GA 501C3 3 SOUTHWELL true SOUTHWELL AMBULATORY INC PO BOX 2650 TIFTON GA 31793 843430446 MED. SERV. GA 501C3 3 SOUTHWELL true TIFT ENTERPRISES INC PO BOX 747 TIFTON GA 31793 581986064 HOLDING CO GA N/A true false true true false false true false false false false false false false true true false false false false TIFT ENTERPRISES INC F 617850 GENERAL LEDGER TIFT REGIONAL HEALTH SYSTEM B 617850 GENERAL LEDGER TIFT REGIONAL HEALTH SYSTEMS C 3938498 GENERAL LEDGER SOUTHWELL AMBULATORY B 3938498 GENERAL LEDGER TIFT REGIONAL HEALTH SYSTEM N VALUE NOT DETERMINED TIFT REGIONAL HEALTH SYSTEM O VALUE NOT DETERMINED SOUTHWELL AMBULATORY N VALUE NOT DETERMINED SOUTHWELL AMBULATORY O VALUE NOT DETERMINED