AUNT MARTHA'S HEALTH AND WELLNESS … - Form 990 Financial Data

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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year

1972

Legal Domicile

Principal Officer

MARY MARTIN

Phone

7087477100

Tax Period

2023-07-01 to 2024-06-30

AUNT MARTHA'S HEALTH AND WELLNESS INC, founded in 1972, is a mid-sized nonprofit in the Human Services sector that reported $98.3M in total revenue in fiscal year 2023. Revenue grew 17% year-over-year, indicating healthy expansion. Expenses of $87.0M left a modest 12% surplus.

Mission

DRIVEN BY INNOVATION, INTEGRATION, AND CARE COORDINATION, AUNT MARTHAS HEALTH AND WELLNESS IS COMMITTED TO PROVIDING AN EXCEPTIONAL, UNIQUE, AND COMPREHENSIVE PATIENT EXPERIENCE.

Program Service Accomplishments

Program 1

Expenses: $38,656,527 Revenue: $40,248,497

HEALTH CLINIC CLUSTER - 330 GRANT - FULL RANGE OF PRIMARY AND PREVENTATIVE HEALTH SERVICES FOR CHILDREN AND ADULTS OF ALL AGES. ALL SERVICES OFFER A WARM, CARING, MULTILINGUAL AND CULTURALLY...

HEALTH CLINIC CLUSTER - 330 GRANT - FULL RANGE OF PRIMARY AND PREVENTATIVE HEALTH SERVICES FOR CHILDREN AND ADULTS OF ALL AGES. ALL SERVICES OFFER A WARM, CARING, MULTILINGUAL AND CULTURALLY SENSITIVE ENVIRONMENT.

Program 2

Expenses: $29,045,593 Revenue: $19,950,736

INTEGRATED CARE CENTER (ICC) - THE INTEGRATED CARE CENTER (ICC) WAS ESTABLISHED IN 2019 AS PART OF A COLLABORATION WITH DCFS. THIS UNIQUE VENTURE EVOLVED INTO A SHORT-TERM TRANSITIONAL LIVING...

INTEGRATED CARE CENTER (ICC) - THE INTEGRATED CARE CENTER (ICC) WAS ESTABLISHED IN 2019 AS PART OF A COLLABORATION WITH DCFS. THIS UNIQUE VENTURE EVOLVED INTO A SHORT-TERM TRANSITIONAL LIVING ARRANGEMENT THAT OFFERS QUALITY CARE AND COMPASSION TO YOUTH WITH SIGNIFICANT EMOTIONAL AND BEHAVIORAL HEALTH ISSUES WHO ARE PLACED IN DCFS CUSTODY. THE ICC IS THE ONLY LICENSED CONGREGATE CHILD WELFARE AGENCY IN ILLINOIS THAT IS OPERATED BY AN ORGANIZATION THAT IS ALSO A FEDERALLY QUALIFIED HEALTH CLINIC (FQHC). THE ICC PROVIDES A STATE-OF-ART ENVIRONMENT TO STABILIZE AND SUPPORT THE NEEDS OF MENTALLY COMPLEX YOUTH, PARTICULARLY THOSE WITH HIGH MENTAL NEEDS WHO ARE WAITING TO BE PLACED AFTER BEING CLEARED FOR DISCHARGE FROM PSYCHIATRIC TREATMENT FACILITIES.

Program 3

Expenses: $6,726,971 Revenue: $3,497,162

CCBYS - THE COMPREHENSIVE COMMUNITY BASED YOUTH SERVICES (CCBYS) PROGRAM SERVES YOUTH AGES 11-17 THAT ARE AT RISK OF INVOLVEMENT IN THE CHILD WELFARE AND/OR JUVENILE JUSTICE SYSTEM, WITH THE...

CCBYS - THE COMPREHENSIVE COMMUNITY BASED YOUTH SERVICES (CCBYS) PROGRAM SERVES YOUTH AGES 11-17 THAT ARE AT RISK OF INVOLVEMENT IN THE CHILD WELFARE AND/OR JUVENILE JUSTICE SYSTEM, WITH THE OVERARCHING GOAL OF FAMILY REUNIFICATION AND/OR STABILIZATION. CCBYS IS AUTHORIZED BY THE CHILDREN AND FAMILY SERVICES ACT, AND IMPLEMENTS ARTICLE 3 OF THE ILLINOIS JUVENILE COURT ACT OF 1987. A CONTINUUM OF SERVICES ARE AVAILABLE AND PROVIDED TO YOUTH IN HIGH-RISK SITUATIONS AND TO THEIR FAMILIES WHEN APPROPIATE, ACCORDING TO THEIR NEEDS, IN KEEPING WITH THE GOAL OF FAMILY PRESERVATION, REUNIFICATION AND/OR FAMILY STABILIZATION, OR INDEPENDENCE, DEPENDENT UPON THE YOUTHS NEEDS.

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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 $89,364,626

Program Service Revenue $7,862,634

Investment Income $968,598

Other Revenue $137,857

TOTAL REVENUE $98,333,715

Expense Breakdown

Grants Paid $0

Salaries & Benefits $52,652,320

Fundraising Expenses $251,428

Program Expenses $74,429,091

Other Expenses $34,323,902

TOTAL EXPENSES $86,976,222

Year-over-Year Comparison

	2023	2022	Change
Revenue	$98,333,715	$84,182,881	+0.2%
Expenses	$86,976,222	$79,357,596	+0.1%
Net Income	$11,357,493	$4,825,285	+1.4%

Key Indicators

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

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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

1034

Volunteers

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

$2,771,064

Total Directors

$1,337,668

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RICHARD SUNDSTROM	CHAIRPERSON	2.00	Officer Director	$0	$0	$0
MALCOLM WHITE	CHAIRPERSON	2.00	Officer Director	$0	$0	$0
MICHELLE RESSELL	VICE CHAIR	2.00	Officer Director	$0	$0	$0
VERGIA TURNER	SECRETARY	2.00	Officer Director	$0	$0	$0
SUSAN PLATT BAYER	DIRECTOR	2.00	Director	$0	$0	$0
GUADALUPE MONTOYA	DIRECTOR	2.00	Director	$0	$0	$0
BEJOR WEATHERSBY GROVE	DIRECTOR	2.00	Director	$0	$0	$0
ALICIA WILLIAMS	DIRECTOR	2.00	Director	$0	$0	$0
JAYNE BART-PLANGE	DIRECTOR	2.00	Director	$0	$0	$0
TAKEYIA CLARK	DIRECTOR	2.00	Director	$0	$0	$0
RAUL GARZA	CHIEF EXECUTIVE OFFICER	40.00	Officer	$838,382	$0	$838,382
CHARLES K BARRON	CHIEF MEDICAL OFFICER	40.00	Officer	$583,830	$0	$583,830
JESSICA L CUMMINGS	CHIEF LEGAL AND COMPLIANCE OFFICER	40.00	Officer	$287,213	$0	$287,213
FORREST MOORE	CHIEF STRATEGY AND INNOVATION OFFICER	40.00	Officer	$124,292	$0	$124,292
MARY MARTIN	CHIEF FINANCIAL OFFICER	40.00	Officer	$365,195	$0	$365,195
AUDREY ANEWISHKI PENNINGTON	CHIEF OPERATING OFFICER	40.00	Officer	$450,394	$0	$450,394
KEITH TYRKA	CHIEF INFORMATION OFFICER	40.00	Officer	$121,758	$0	$121,758
SAISHA GUPTA	DIRECTOR	2.00	Director	$258,369	$0	$258,369
SHERRIE GODBOLT	DIRECTOR	2.00	Director	$255,753	$0	$255,753
TANMOY CHANDRA	DIRECTOR	2.00	Director	$262,619	$0	$262,619
TAMARA LIM	DIRECTOR	2.00	Director	$279,998	$0	$279,998
VERONICA LATORY MURPHY	DIRECTOR	2.00	Director	$280,929	$0	$280,929

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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2024	$98,333,715	$86,976,222	$82,048,532	$11,357,493
2023	$84,182,881	$79,357,596	$69,005,171	$4,825,285
2022	$78,091,001	$73,676,798	$57,875,969	$4,414,203
2021	$76,869,739	$73,026,788	$54,790,181	$3,842,951
2020	$72,094,807	$69,560,431	$51,324,574	$2,534,376
2019	$65,153,889	$62,611,130	$49,362,889	$2,542,759
2018	$62,069,895	$59,171,753	$46,733,821	$2,898,142

AUNT MARTHA'S HEALTH AND WELLNESS INC