SOUTHWESTERN HEALTHCARE INC

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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

2007

Legal Domicile

Phone

8124364231

Tax Period

2024-07-01 to 2025-06-30

SOUTHWESTERN HEALTHCARE INC, founded in 2007, is a community nonprofit that reported $8.0M in total revenue in fiscal year 2024. Revenue grew 16% year-over-year, indicating healthy expansion. Expenses of $7.6M left a modest 5% surplus.

Mission

SUPPORT THE MISSION AND OPERATIONS OF IT'S SUPPORTED ORGANIZATIONS THROUGH THE COORDINATION AND UNIFICATION OF SYSTEMS IN THE AREAS OF FINANCE, HUMAN RESOURCES, CORPORATE COMPLIANCE, INFORMATION TECHNOLOGY, HEALTH INFORMATION MANAGEMENT, PATIENT FINANCIAL SERVICES, COMMUNICATIONS/OUTREACH AND FACILITIES MANAGMENT.

Program Service Accomplishments

Program 1

Expenses: $5,357,402 Revenue: $6,020,400

OWN AND MAINTENANCE THE OPERATING FACILITIES USED FOR PROGRAM SERVICES OF THE SUPPORTED ORGANIZATIONS AND OTHER NON-PROFIT ORGANIZATIONS.

Program 2

Expenses: $1,597,380 Revenue: $1,650,012

PROVIDE ADMINISTRATIVE SERVICES TO SUPPORT PROGRAM OPERATIONS OF IT'S SUPPORTED ORGANIZATIONS INCLUDING: FINANCE, HUMAN RESOURCES, CORPORATE COMPLIANCE, INFORMATION TECHNOLOGY, HEALTH INFORMATION...

PROVIDE ADMINISTRATIVE SERVICES TO SUPPORT PROGRAM OPERATIONS OF IT'S SUPPORTED ORGANIZATIONS INCLUDING: FINANCE, HUMAN RESOURCES, CORPORATE COMPLIANCE, INFORMATION TECHNOLOGY, HEALTH INFORMATION MANAGEMENT, PATIENT FINANCIAL SERVICES, COMMUNICATIONS/OUTREACH AND FACILITIES MANAGMENT.

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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 $60,844

Program Service Revenue $7,670,412

Investment Income $273,618

Other Revenue $6,156

TOTAL REVENUE $8,011,030

Expense Breakdown

Grants Paid $288,246

Salaries & Benefits $4,862,808

Fundraising Expenses $0

Program Expenses $6,954,782

Other Expenses $2,429,275

TOTAL EXPENSES $7,580,329

Year-over-Year Comparison

	2024	2023	Change
Revenue	$8,011,030	$6,919,236	+0.2%
Expenses	$7,580,329	$6,575,244	+0.2%
Net Income	$430,701	$343,992	+0.3%

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

$440,710

Total Directors

$265,232

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
FRANCES DUMAS-HINES	SECRETARY	0.5	Officer Director	$0	$0	$0
HEATHER E HERTEL	PRESIDENT/CHIEF EXECUTIVE OFFICER	40.0	Officer Director	$216,583	$48,649	$265,232
MARK POWERS	CHAIRPERSON	0.5	Officer Director	$0	$0	$0
MARY JANE HUMPHREY	VICE CHAIRPERSON	0.5	Officer Director	$0	$0	$0
BRITTANY GRIGGS	BOARD MEMBER	0.5	Director	$0	$0	$0
CAREN WHITEHOUSE	BOARD MEMBER	0.5	Director	$0	$0	$0
DAN ARMSTRONG	BOARD MEMBER	0.5	Director	$0	$0	$0
DAVID SHAW	BOARD MEMBER	0.5	Director	$0	$0	$0
JEFF BERRY	BOARD MEMBER	0.5	Director	$0	$0	$0
LES SHIVELY	BOARD MEMBER	0.5	Director	$0	$0	$0
STEVE SCHMITT	BOARD MEMBER	0.5	Director	$0	$0	$0
SUMMER WILDERMAN	BOARD MEMBER	0.5	Director	$0	$0	$0
ANN B CALVERT	CHIEF FINANCIAL OFFICER/TREASURER	40.0	Officer	$144,621	$30,857	$175,478
Andrea Imes	Chief Human Resources Officer	40.0	Highest	$111,786	$34,337	$146,123
Brian Reine	Chief Information Officer	40.0	Highest	$146,063	$28,544	$174,607
Jammie Adkins	Director, Patient Financial Services	40.0	Highest	$100,487	$20,045	$120,532
Sabrina Winters	Chief Compliance & Privacy Officer	40.0	Highest	$109,134	$28,538	$137,672

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	$8,011,030	$7,580,329	$15,970,034	$430,701
2024	No data	No data	No data	No data
2023	$6,689,590	$6,126,706	$15,047,022	$562,884
2022	$6,738,228	$5,751,488	$14,609,726	$986,740
2021	$5,739,388	$5,504,590	$14,194,545	$234,798
2020	$5,939,451	$5,554,848	$13,882,399	$384,603
2019	$5,792,635	$5,025,998	$12,819,878	$766,637
2018	$4,999,920	$4,712,882	$11,822,694	$287,038