SOUTHWEST BEHAVIORAL HEALTH MANAGEMENT INC (EIN 251810162) - Form 990 Financial Analysis & Trantor Score

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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

1998

Legal Domicile

Principal Officer

TAMMY CALDERONE

Phone

7246573470

Tax Period

2024-01-01 to 2024-12-31

SOUTHWEST BEHAVIORAL HEALTH MANAGEMENT INC, founded in 1998, is a major nonprofit in the Health Care sector that reported $339.9M in total revenue in fiscal year 2024. Revenue decreased 10% compared to the prior year.

Mission

PROVIDED ASSISTANCE TO SW PA COUNTY MEMBERS & OTHER BEHAVIORAL HEALTH SERVICE ENTITIES.

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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 (2024)

Revenue Breakdown

Contributions & Grants $336,211,702

Program Service Revenue $2,007,787

Investment Income $1,700,494

Other Revenue $0

TOTAL REVENUE $339,919,983

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,774,395

Fundraising Expenses $0

Program Expenses $363,775,536

Other Expenses $361,275,515

TOTAL EXPENSES $364,049,910

Year-over-Year Comparison

	2024	2023	Change
Revenue	$339,919,983	$376,406,350	-0.1%
Expenses	$364,049,910	$346,142,904	+0.1%
Net Income	$-24,129,927	$30,263,446	-1.8%

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

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

$382,209

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
COLLEEN HUGHES	DIRECTOR - SEE SCH O	4.00	Director	$0	$0	$0
DONNA JENERESKI	DIRECTOR - SEE SCH O	4.00	Director	$0	$0	$0
KAMI ANDERSON	DIRECTOR - SEE SCH O	4.00	Director	$0	$0	$0
TAMMY CALDERONE	DIRECTOR - SEE SCH O	6.00	Director	$0	$0	$0
CHERYL ANDREWS	DIRECTOR - SEE SCH O	4.00	Director	$0	$0	$0
REBECCA ABRAMSON	SEC/TREASURER - SEE SCH O	4.00	Officer Director	$0	$0	$0
BRANDON SAVOCHKA	PRESIDENT - SEE SCH O	4.00	Officer Director	$0	$0	$0
SCOTT BALDWIN	DIRECTOR - SEE SCH O	4.00	Director	$0	$0	$0
SARA STENGER	VICE PRESIDENT - SEE SCH O	4.00	Officer Director	$0	$0	$0
JENNIFER SCOTT	DIRECTOR - SEE SCH O	4.00	Director	$0	$0	$0
DAVID MCADOO	CEO	40.00	Officer	$178,033	$33,510	$211,543
PATRICIA PIATT	CFO	40.00	Officer	$136,808	$33,858	$170,666

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	$339,919,983	$364,049,910	$168,050,936	$-24,129,927
2023	$376,406,350	$346,142,904	$217,463,746	$30,263,446
2022	$381,725,557	$331,575,383	$196,684,492	$50,150,174
2021	$359,155,991	$324,055,694	$158,267,097	$35,100,297
2020	$303,663,636	$291,161,770	$102,659,131	$12,501,866
2019	$281,088,743	$274,707,940	$96,619,153	$6,380,803
2018	$267,576,051	$263,728,083	$97,649,919	$3,847,968

SOUTHWEST BEHAVIORAL HEALTH MANAGEMENT INC