Nonprofit · EIN 84-1337350
SOUTHWEST HEALTH SYSTEM INC
Tax-exempt · CORTEZ, CO 81321
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $75,855,618 | $70,535,028 | $5,320,590 | $62,590,386 | $38,846,937 | $23,743,449 |
| December 31, 2023 | 990 | $79,603,589 | $78,930,715 | $672,874 | $59,801,397 | $41,437,889 | $18,363,508 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $3,029,465
- of which government grants
- $2,627,663
- Program service revenue
- $74,269,047
- Investment income
- $652,205
- Net rental income
- $15,005
- Net gain from sales of assets
- -$640
- Net income from sales of inventory
- -$2,674,910
- Other revenue
- -$2,095,099
Expenses
- Grants and similar amounts paid
- $14,827
- Compensation of officers, directors and key employees
- $1,066,552
- Other salaries and wages
- $37,320,738
- Salaries, compensation and benefits (total)
- $45,317,934
- Professional fundraising fees
- $0
- Legal fees
- $71,815
- Accounting fees
- $200,588
- Occupancy
- $1,143,774
- Travel
- $60,389
- Depreciation
- $3,424,709
- Program services (functional)
- $65,640,102
- Management and general (functional)
- $4,894,926
Balance sheet and other
- Total assets, start of year
- $59,801,397
- Total assets, end of year
- $62,590,386
- Total liabilities, end of year
- $38,846,937
- Net assets, end of year
- $23,743,449
- Land, buildings and equipment
- $29,272,596
- Net assets without donor restrictions
- $23,743,449
- Gross receipts
- $84,639,312
- Employees
- 552
- Volunteers
- 7
- Year formed
- 1996
- State of legal domicile
- CO
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 | Other / benefits |
|---|---|---|---|---|
| BRADEN JONES | CLINIC PHYSICIAN Highest-paid employee | 40 | $999,604 | $33,385 |
| KEVIN MATTESON MD | CLINIC PHYSICIAN Highest-paid employee | 40 | $517,045 | $32,823 |
| ERIN SCHMITT | CLINIC PHYSICIAN Highest-paid employee | 40 | $478,159 | $34,941 |
| KEVIN JOEL BAGLEY | HOSPITAL PHYSICIAN Highest-paid employee | 40 | $440,113 | $43,167 |
| KENTON ASCHE | HOSPITAL PHYSICIAN Highest-paid employee | 40 | $392,243 | $35,306 |
| RANDY DAVIDSON | CHIEF OF STAFF (BEG 03/24) Officer | 40 | $372,588 | $45,223 |
| DR JENNIFER GERO | CHIEF MEDICAL OFFICER Key employee | 40 | $229,753 | $27,362 |
| CHARLES KRUPA | CIO Officer | 40 | $190,610 | $39,439 |
| TRAVIS PARKER | CHIEF HR OFFICER (END 12/24) Officer | 40 | $138,189 | $23,387 |
| SHIRLEY JONES | CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| SUSAN HODGDON | VICE-CHAIR Trustee or director, Officer | 3 | $0 | $0 |
| JAY WOOD | SECRETARY/TREASURER (BEG 01/24) Trustee or director, Officer | 2 | $0 | $0 |
| DAN VALVERDE | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| EVELYN QUIGLEY | BOARD MEMBER (01/24-09/24) Trustee or director | 2 | $0 | $0 |
| JIM ROGERS | BOARD MEMBER (BEG 01/24) Trustee or director | 2 | $0 | $0 |
5 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ERIC CROKE | BOARD MEMBER (BEG 01/24) Trustee or director | 2 | $0 |
| JOSEPH THEINE | CEO Officer | 40 | $0 |
| ADAM CONLEY | CFO (BEG 04/24) Officer | 40 | $0 |
| LISA GATES | CNO Officer | 40 | $0 |
| SHELLE DIEHM | INTERIM CFO (END 2024) Officer | 40 | $0 |
990 for the year ended December 31, 2023: 17 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| BRADEN JONES | CLINIC PHYSICIAN Highest-paid employee | 40 | $1,086,281 | $55,435 |
| KEVIN MATTESON MD | CHIEF OF STAFF Officer | 40 | $516,833 | $60,944 |
| ERIN SCHMITT | CLINIC PHYSICIAN Highest-paid employee | 40 | $444,729 | $67,695 |
| JOEL BAGLEY | CLINIC PHYSICIAN Highest-paid employee | 40 | $441,123 | $65,055 |
| RANDY DAVIDSON | HOSPITAL PHYSICIAN Highest-paid employee | 40 | $429,016 | $53,253 |
| KENTON ASCHE | HOSPITAL PHYSICIAN Highest-paid employee | 40 | $413,231 | $58,773 |
| CHARLES KRUPA | CIO Officer | 40 | $194,022 | $34,954 |
| TRAVIS PARKER | CHIEF HR OFFICER Key employee | 40 | $153,520 | $32,561 |
| SHIRLEY JONES | CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| SUSAN HODGDON | VICE-CHAIR Trustee or director, Officer | 3 | $0 | $0 |
| SEAN KILLOY | SECRETARY/TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| DAN VALVERDE | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| JOSEPH THEINE | CEO (BEG 07/23) Officer | 40 | $0 | $0 |
| JEANIE GENTRY | CEO (END 02/23) Officer | 40 | $0 | $0 |
| SHELLE DIEHM | INTERIM CFO (BEG 05/23) Officer | 40 | $0 | $0 |
| JULIE LEONARD | CFO (END 05/23) Officer | 40 | $0 | $0 |
| LISA GATES | CNO Officer | 40 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1311 N MILDRED RD, CORTEZ, CO 81321-2231
- In care of
- % SOUTHWEST MEMORIAL HOSPITAL
- Principal officer (990 for 2024)
- ADAM CONLEY, 1311 NORTH MILDRED ROAD, CORTEZ, CO 81321
- Signed the 990
- ADAM CONLEY, CFO
- Phone
- (970) 565-6666
- Website
- WWW.SWHEALTH.ORG
- Return prepared by
- BLUE & CO LLC
Mission
TO PROVIDE THE HIGHEST QUALITY HEALTH CARE TO OUR COMMUNITY BY BRINGING EXCELLENCE, VALUE AND SERVICE TOGETHER TO PROMOTE, IMPROVE AND RESTORE HEALTH
Program accomplishments
- DURING 2024, SOUTHWEST HEALTH SYSTEMS SERVED APPROXIMATELY 62,089 INPATIENTS AND OUTPATIENTS, 52,045 PATIENTS WERE SERVED THROUGH OUR PHYSICIAN CLINICS, AND 13,529 PATIENTS WERE SEEN IN OUR EMERGENCY ROOM.Expenses $65,640,102 · grants $14,827 · revenue $74,526,929
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
- 84-1337350
- 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
- 1996
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E21Z)
- Assets (IRS master file)
- $62,590,386
- Income (IRS master file)
- $84,639,312
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $75,855,618 | $70,535,028 | $62,590,386 | IRS |
| 990 | December 2023 | $79,603,589 | $78,930,715 | $59,801,397 | XML |
| 990 | December 2022 | $77,308,607 | $78,166,858 | $62,496,517 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | 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 84-1337350).
Questions about SOUTHWEST HEALTH SYSTEM INC
- What is the EIN of SOUTHWEST HEALTH SYSTEM INC?
- The employer identification number (EIN) of SOUTHWEST HEALTH SYSTEM INC is 84-1337350.
- Is SOUTHWEST HEALTH SYSTEM INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
- Are donations to SOUTHWEST HEALTH SYSTEM INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SOUTHWEST HEALTH SYSTEM INC 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 HEALTH SYSTEM INC 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 HEALTH SYSTEM INC 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 HEALTH SYSTEM INC?
- The 990 for the year ended December 31, 2024 names ADAM CONLEY.
- Who are the officers and directors of SOUTHWEST HEALTH SYSTEM INC?
- The 990 for the year ended December 31, 2024 lists 20 people; 9 received compensation from the organization, the highest $999,604 (BRADEN JONES, CLINIC PHYSICIAN).
- How much revenue does SOUTHWEST HEALTH SYSTEM INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $75,855,618, expenses of $70,535,028 and total assets of $62,590,386 at year end.
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