GLENWOOD INC (EIN 237396710) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1973

Legal Domicile

Principal Officer

BRAD PHILPOT

Phone

2059692880

Tax Period

2023-10-01 to 2024-09-30

GLENWOOD INC, founded in 1973, is a mid-sized nonprofit that reported $23.2M in total revenue in fiscal year 2017. Expenses of $22.0M left a modest 5% surplus.

Mission

TO MAINTAIN AND OPERATE A COMBINED TREATMENT AND EDUCATIONAL INSTITUTION FOR THE PURPOSE OF TREATING, EDUCATING AND HOUSING CHILDREN, ADOLESCENTS AND ADULTS WHO ARE EMOTIONALLY DISTURBED, MENTALLY ILL AND THOSE DIAGNOSED WITH AUTISM IN ALABAMA.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $1,942,776

Program Service Revenue $37,383,162

Investment Income $502,120

Other Revenue $330,149

TOTAL REVENUE $40,158,207

Expense Breakdown

Grants Paid $0

Salaries & Benefits $28,893,527

Fundraising Expenses $642,377

Program Expenses $29,847,087

Other Expenses $6,414,589

TOTAL EXPENSES $35,308,116

Year-over-Year Comparison

	2023	2022	Change
Revenue	$40,158,207	$33,268,911	+0.2%
Expenses	$35,308,116	$30,521,643	+0.2%
Net Income	$4,850,091	$2,747,268	+0.8%

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

594

Volunteers

N/A

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

$683,560

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LAUREN HYDE	DIRECTOR	1.00	Director	$0	$0	$0
SOPHIE MARTIN	DIRECTOR	1.00	Director	$0	$0	$0
JAVAN PATTON	DIRECTOR	1.00	Director	$0	$0	$0
CARVER BOYNTON-PEARSON	DIRECTOR	1.00	Director	$0	$0	$0
JACQUELYN DRENNEN	DIRECTOR	1.00	Director	$0	$0	$0
YVETTE RICHARDSON	DIRECTOR	1.00	Director	$0	$0	$0
ALEX BROADHEAD	DIRECTOR	1.00	Director	$0	$0	$0
ANDY MARTIN	VICE CHAIR	1.00	Director	$0	$0	$0
ANDY PARKER	DIRECTOR	1.00	Director	$0	$0	$0
CARTER BURWELL	DIRECTOR	1.00	Director	$0	$0	$0
CHARLIE GLOVER	DIRECTOR	1.00	Director	$0	$0	$0
DAVE STEWART	DIRECTOR	1.00	Director	$0	$0	$0
DONNA RENFROE	DIRECTOR	1.00	Director	$0	$0	$0
EDWARD SLEDGE	CHAIR	1.00	Director	$0	$0	$0
GINA KITCHENS	DIRECTOR	1.00	Director	$0	$0	$0
HAROLD COLLINS	DIRECTOR	1.00	Director	$0	$0	$0
JACK PHILLIPS	STRATEGIC PLANNING COMMITT	1.00	Officer Director	$0	$0	$0
JOHN TRAWICK	DIRECTOR	1.00	Director	$0	$0	$0
JOHN VAWTER	DIRECTOR	1.00	Director	$0	$0	$0
KRYSTAL DRUMMOND	DIRECTOR	1.00	Director	$0	$0	$0
LEIGH ANN HODGE	DIRECTOR	1.00	Director	$0	$0	$0
MALLIE IRELAND DANSBY	DIRECTOR	1.00	Director	$0	$0	$0
MARVIN THORNTON	DIRECTOR	1.00	Director	$0	$0	$0
NOAH OLIPHANT	TREASURER	1.00	Director	$0	$0	$0
NORMAN MCNEILL	DIRECTOR	1.00	Director	$0	$0	$0
PETER CURTIN	PAST CHAIR	1.00	Director	$0	$0	$0
PHILIP YOUNG	DIRECTOR	1.00	Director	$0	$0	$0
PORTIA WILLIAMS	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT B ALAND	DIRECTOR	1.00	Director	$0	$0	$0
ROBIN SAVAGE	DIRECTOR	1.00	Director	$0	$0	$0
RYAN THOMAS	DIRECTOR	1.00	Director	$0	$0	$0
STACEY RAMSEY	DIRECTOR	1.00	Director	$0	$0	$0
STEVEN MOTE	DIRECTOR	1.00	Director	$0	$0	$0
TIM HENNESSY JR	DIRECTOR	1.00	Director	$0	$0	$0
TONY SMOKE	DIRECTOR	1.00	Director	$0	$0	$0
WES TAYLOR	DIRECTOR	1.00	Director	$0	$0	$0
WILLIAM PEARSON	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTY CASTLEBERRY	CHIEF OF STAFF	40.00	Officer	$161,576	$8,079	$169,655
KENNETH OLIVER	PRESIDENT & CEO	40.00	Officer	$220,219	$10,988	$231,207
SCARLET THOMPSON	CHIEF DEVELOPMENT OFFICER	40.00	Officer	$109,555	$0	$109,555
MARY-CLAIRE WEEKS	CHIEF OPERATING OFFICER	40.00	Officer	$160,223	$12,920	$173,143
PARLISIA JENKINS	VP OF HUMAN RESOURCES	40.00	Highest	$136,704	$2,634	$139,338
LANI GREENING	PSYCHOLOGIST	40.00	Highest	$148,045	$5,679	$153,724
ROBERT HUDSON	DIRECTOR OF CURRICULUM & T	40.00	Highest	$151,648	$5,728	$157,376
CINDA WALCHLI	VP OF CHILD & ADOLESCENT S	40.00	Highest	$139,746	$6,887	$146,633
PAUL AGOSTINI	VP OF EDUCATION & ABA SERV	40.00	Highest	$139,235	$19,330	$158,565

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	$40,158,207	$35,308,116	$36,938,077	$4,850,091
2023	$33,268,911	$30,521,643	$30,295,262	$2,747,268
2022	$28,253,913	$27,936,561	$27,174,972	$317,352
2021	$31,833,556	$24,229,631	$27,439,724	$7,603,925
2020	$22,897,043	$24,038,987	$23,088,852	$-1,141,944
2019	$22,928,170	$23,103,746	$20,166,963	$-175,576
2018	$23,182,573	$22,046,012	$20,782,857	$1,136,561

GLENWOOD INC