STIGLER HEALTH & WELLNESS CENTER I… - Form 990 Financial Data

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2003

Legal Domicile

Phone

9189673368

Tax Period

2023-12-01 to 2024-11-30

STIGLER HEALTH & WELLNESS CENTER INC, founded in 2003, is a mid-sized nonprofit in the Health Care sector that reported $60.0M in total revenue in fiscal year 2023.

Mission

INVESTING IN OUR COMMUNITIES, IMPROVING QUALITY OF LIFE, AND PROVIDING COMPREHENSIVE SERVICES.

Program Service Accomplishments

Program 1

Expenses: $47,671,225 Revenue: $32,865,339

SHWC PROVIDES PHYSICIAN AND RELATED HEALTH CARE SERVICES AS WELL AS EARLY CHILDHOOD EDUCATION SERVICES VIA ITS MULTIPLE SITES. APPROXIMATELY 23,452 PEOPLE RECEIVED MEDICAL CARE; 3,420 PEOPLE RECEIVED DENTAL CARE; 6,587 PEOPLE RECEIVED MENTAL HEALTH CARE; 584 PEOPLE RECEIVED SUBSTANCE USE DISORDER CARE; 4,455 PEOPLE RECEIVED VISION CARE; 5,475 RECEIVED ENABLING SERVICES; 379 CHILDREN RECEIVED EDUCATION SERVICES. 198,000 PRESCRIPTIONS WERE FILLED DURING THE YEAR AT ONE OF OUR THREE PHARMACIES. IN ADDITION, 7,574 PRESCRIPTIONS WERE FILLED AT ONE OF OUR CONTRACT PHARMACIES.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $14,573,080

Program Service Revenue $44,868,973

Investment Income $471,983

Other Revenue $70,509

TOTAL REVENUE $59,984,545

Expense Breakdown

Grants Paid $50,000

Salaries & Benefits $29,184,972

Fundraising Expenses $0

Program Expenses $47,671,225

Other Expenses $30,381,087

TOTAL EXPENSES $59,616,059

Year-over-Year Comparison

	2023	2022	Change
Revenue	$59,984,545	$61,227,073	0.0%
Expenses	$59,616,059	$56,396,692	+0.1%
Net Income	$368,486	$4,830,381	-0.9%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✓ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

593

Volunteers

857

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✓ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$753,308

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ERIKA MARTENS	BOARD PRESIDENT	0.3	Officer Director	$0	$0	$0
MICHELLE WADE	BOARD VICE PRESIDENT	0.3	Officer Director	$0	$0	$0
PENNIE EMBRY	BOARD SECRETARY	0.3	Officer Director	$0	$0	$0
ROYCE ALVERSON	BOARD TREASURER	0.3	Officer Director	$0	$0	$0
CAREY GRAGG	BOARD MEMBER	0.3	Director	$0	$0	$0
DOUG HALL	BOARD MEMBER	0.3	Director	$0	$0	$0
JARED ROSENBERG	BOARD MEMBER	0.3	Director	$0	$0	$0
JORDAN PACE	BOARD MEMBER	0.3	Director	$0	$0	$0
KRISTIN PEERSON	BOARD MEMBER	0.3	Director	$0	$0	$0
MARCY ROSS	BOARD MEMBER	0.3	Director	$0	$0	$0
MITCH GIRTY	BOARD MEMBER	0.3	Director	$0	$0	$0
PAULA DEATON	BOARD MEMBER	0.3	Director	$0	$0	$0
TIMOTHY TURNER	BOARD MEMBER	0.3	Director	$0	$0	$0
TRISH MCBEATH	BOARD MEMBER	0.3	Director	$0	$0	$0
WANDA LEATHERS	BOARD MEMBER	0.3	Director	$0	$0	$0
BROOKE LATTIMORE	COO	40.0	Officer	$216,576	$21,795	$238,371
STEPHANIE LONG	CFO	40.0	Officer	$197,307	$8,164	$205,471
TERESA HUGGINS	CEO	40.0	Officer	$290,516	$18,950	$309,466
ERIC BROADWAY	PSYCHIATRIST	40.0	Highest	$437,965	$27,528	$465,493
JENNY SCOUFOS	CHIEF MEDICAL OFFICER	40.0	Highest	$259,484	$17,920	$277,404
JEREMY ROACH	OPTOMETRY DIRECTOR	36.0	Highest	$261,765	$23,602	$285,367
PATRICK TRAN	DENTAL DIRECTOR	40.0	Highest	$225,085	$16,410	$241,495
RODNEY K MCDONALD	PHYSICIAN/AST MEDICAL DIRECTOR	40.0	Highest	$228,942	$27,098	$256,040

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$59,984,545	$59,616,059	$66,020,161	$368,486
2023	$61,227,073	$56,396,692	$66,108,865	$4,830,381
2022	$56,308,310	$47,011,484	$60,435,225	$9,296,826
2021	$51,384,295	$38,601,347	$52,785,536	$12,782,948
2020	$35,164,607	$31,453,507	$42,911,295	$3,711,100
2019	$29,568,991	$23,865,991	$30,467,314	$5,703,000
2018	$23,679,951	$20,384,252	$25,189,087	$3,295,699

STIGLER HEALTH & WELLNESS CENTER INC