2026-08-10T13:06:56-04:00 2025-09-30 580914992 DRAFFIN & TUCKER LLP PO BOX 71309 ALBANY GA 317081309 990 2024-10-01 843430446 SOUTHWELL AMBULATORY INC SOUT 2293533804 PO BOX 2650 TIFTON GA 31793 TROY BROOKS CFO 2293533804 2026-08-07 true false WILLIAM EDWARD PHILLIPS P00451499 2298837878 2026-08-07 2024 2025-03-06 01:10:19Z CHRISTOPHER DORMAN PO BOX 2650 TIFTON GA 31793 4879064 false X HTTPS://MYSOUTHWELL.COM/SOUTHWELL-AMBU X 2019 GA THE MISSION OF THE ORGANIZATION IS TO PROVIDE SPECIALTY PHYSICIAN AND MEDICAL SERVICES TO THE COMMUNITY IN A MANNER CONSISTENT WITH BEING A TAX- EXEMPT ORGANIZATION. 4 3 61 0 200927 4774374 4676859 0 1278 4774374 4879064 0 0 6303708 7138900 0 0 3053571 2232686 9357279 9371586 -4582905 -4492522 6572082 5408253 792749 935802 5779333 4472451 THE MISSION OF THE ORGANIZATION IS TO PROVIDE SPECIALTY PHYSICIAN AND MEDICAL SERVICES TO THE COMMUNITY IN A MANNER CONSISTENT WITH BEING A TAX- EXEMPT ORGANIZATION. false false 8371711 4678137 SOUTHWELL AMBULATORY, INC. IS A NON-PROFIT CORPORATION FORMED UNDER THE LAWS OF THE STATE OF GEORGIA TO PROVIDE SPECIALTY PHYSICIAN AND MEDICAL SERVICES TO THE COMMUNITY. THE ORGANIZATION BEGAN PROVIDES GASTROENTEROLOGY, ENDOSCOPY, PEDIATRIC AND INFECTIOUS DISEASES MEDICAL SERVICES. 8371711 true true false false false false false false false false true false false false false true false true 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 7 0 61 true false false false false false false false false false false false false X 4 3 false false false false true true true 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 CEO 1.00 42.00 X 0 1174864 85407 ERIC WARD MD PHYSICIAN 40.00 X 894335 0 61345 JOE CLIFTON MD PHYSICIAN 40.00 X 678725 0 59912 CAMERON NIXON MD SECRETARY/PH 1.00 40.00 X X 0 581911 79234 TROY BROOKS CFO 1.00 42.00 X 0 596787 58144 EDWARD FRICKER MD PHYSICIAN 40.00 X 518572 0 13687 LYNN S LEE MD PHYSICIAN 40.00 X 431026 0 17250 NANCY ROE NURSE PRACTI 40.00 X 128800 0 3220 WILLIAM BOWEN CHAIRMAN 1.00 2.50 X X 0 0 0 KAINE BROWN MD MEMBER 1.00 X 0 0 0 FORTSON TURNER MEMBER 1.00 1.00 X 0 0 0 2651458 2353562 378199 5 false true false 200927 200927 PATIENT REVENUE 621110 4676859 4676859 4676859 DISCOUNTS 621110 1278 1278 1278 4879064 4678137 5865877 5278703 587174 131340 118193 13147 859433 773404 86029 282250 253997 28253 7965 7965 268577 4927 263650 90 90 623367 623367 91265 91265 90093 81985 8108 2896 2896 8052 8052 726321 726321 88644 88644 MEDICAL SUPPLIES 213579 213579 TAXES & LICENSES 60656 55197 5459 LINEN AND OTHER 21110 21110 REPAIRS & MAINTENANCE 17292 17292 12779 12779 9371586 8371711 999875 0 428200 121377 606482 406098 9692 30383 7542191 2762581 5325886 4779610 138493 63329 70785 6572082 5408253 760234 935802 32515 792749 935802 X 5779333 4472451 5779333 4472451 6572082 5408253 X -4492522 3185640 X false true X true false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 825400 825400 4503693 954351 3549342 2213098 1808230 404868 4779610 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. SEGREGATED PORTFOLIO CONDUCTS ITS BUSINESS IN A MANNER IN WHICH IT WILL NOT BE SUBJECT TO U.S FEDERAL INCOME TAX OR GEORGIA STATE INCOME TAX. 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, 2025 AND 2024 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. false false false false false false false false false CHRISTOPHER DORMAN CEO 713063 207681 254120 17250 68157 1260271 ERIC WARD MD PHYSICIAN 623642 269727 966 17250 44095 955680 JOE CLIFTON MD PHYSICIAN 582689 93264 2772 17250 42662 738637 CAMERON NIXON MD SECRETARY/PHYSICIAN 508544 59474 13893 17250 61984 661145 TROY BROOKS CFO 424245 168314 4228 17250 40894 654931 EDWARD FRICKER MD PHYSICIAN 435003 80797 2772 13687 532259 LYNN S LEE MD PHYSICIAN 381634 48426 966 17250 448276 SCHEDULE J, PAGE 1, PART I, LINE 3 THE OFFICERS OF SOUTHWELL AMBULATORY, INC. ARE EMPLOYED AND COMPENSATED BY TIFT REGIONAL HEALTH SYSTEM, INC., A RELATED TAX-EXEMPT ORGANIZATION. SOUTHWELL AMBULATORY RELIES UPON THE COMPENSATION PROCESSES ESTABLISHED BY TIFT REGIONAL HEALTH SYSTEM TO DETERMINE REASONABLENESS OF COMPENSATION. FORM 990, PAGE 6, PART VI, LINE 6 SOUTHWELL, INC. IS THE SOLE MEMBER OF SOUTHWELL AMBULATORY, INC. SOUTHWELL IS A TAX-EXEMPT ORGANIZATION AS DESCRIBED IN INTERNAL REVENUE CODE SECTION 501(C)(3). FORM 990, PAGE 6, PART VI, LINE 7A ALL APPOINTMENTS TO THE BOARD OF DIRECTORS ARE FILLED BY THE REMAINING MEMBERS OF THE BOARD SUBJECT TO THE APPROVAL OF SOUTHWELL, INC. FORM 990, PAGE 6, PART VI, LINE 7B AS THE SOLE MEMBER, THE FOLLOWING ACTIONS CANNOT BE TAKEN WITHOUT THE APPROVAL OF THE MEMBER: 1) FILL VACANCIES IN, NOMINATE AND APPROVE THE ELECTION OF AND APPROVE OR DIRECT THE REMOVAL OF DIRECTORS OF THE ORGANIZATION; 2) APPROVE ALL AMENDMENTS, MODIFICATIONS, RESTATEMENTS AND ALTERATIONS OF THE ORGANIZATION'S ARTICLES OF INCORPORATION OR BYLAWS; 3) APPROVE MERGERS, CONSOLIDATIONS, ACQUISITIONS, JOINT VENTURES, AFFILIATIONS OR ANY OTHER REORGANIZATION; 4) APPROVE THE SALE, TRANSFER, LONG-TERM LEASE, LONG-TERM ENCUMBRANCE, MORTGAGE OR DISPOSITION OF ALL OR SUBSTANTIALLY ALL ASSETS AND OF ANY REAL PROPERTY OWNED; 5) APPROVE ANY PLAN OF DISSOLUTION; 6) APPROVE AND DETERMINE THE DISTRIBUTION OF ASSETS OF THE CORPORATION UPON DISSOLUTION SUBJECT TO ARTICLE X OF THE ORGANIZATION'S ARTICLES OF INCORPORATION; 7) ADD OR REMOVE MEMBERS OF THE ORGANIZATION; 8) APPROVE ANY MATERIAL INCURRENCE OF DEBT; 9) APPOINT OR REMOVE THE CHAIR OF THE BOARD OF DIRECTORS. 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 THE ORGANIZATION 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 THE ORGANIZATION. A PUBLIC INSPECTION COPY OF FORM 990 IS AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9 FUND BALANCE TRANSFER FROM TRHS 3,185,640 SOUTHWELL INC PO BOX 2650 TIFTON GA 31793 581772605 PARENT GA 501C3 12C NA false TIFT REGIONAL HEALTH SYSTEM INC PO BOX 2650 TIFTON GA 31793 453072990 HOSPITAL GA 501C3 3 SOUTHWELL false TIFT ENTERPRISES INC PO BOX 747 TIFTON GA 31793 581986064 HOLDING CO GA N/A false SOUTHWELL PORTFOLIO INSURANCE CO CARIBBEAN PLAZA NORTH BLD 2ND FL 878 WEST BAY ROAD PO BOX 1159 GRAND CAYMAN GRAND CAYMAN CJ KY1-1102 SELF INSUR CJ N/A false false false true false false false false false false false false false false true true false false false false