BOWEN HEALTH INC (EIN 351057889) - 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

1960

Legal Domicile

Principal Officer

JAY BAUMGARTNER

Phone

5742677169

Tax Period

2024-07-01 to 2025-06-30

BOWEN HEALTH INC, founded in 1960, is a major nonprofit in the Mental Health sector that reported $140.6M in total revenue in fiscal year 2024. Revenue grew 14% year-over-year, indicating healthy expansion. The organization ran a surplus of $21.7M, a strong 15% operating margin.

Mission

TO PROVIDE COMPASSIONATE, PATIENT-CENTERED CARE FOR MIND AND BODY THAT IMPROVES THE QUALITY OF LIFE FOR OUR COMMUNITIES.

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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 $13,065,415

Program Service Revenue $123,878,106

Investment Income $2,736,304

Other Revenue $918,635

TOTAL REVENUE $140,598,460

Expense Breakdown

Grants Paid $84,200

Salaries & Benefits $89,540,818

Fundraising Expenses $0

Program Expenses $96,843,180

Other Expenses $29,239,752

TOTAL EXPENSES $118,864,770

Year-over-Year Comparison

	2024	2023	Change
Revenue	$140,598,460	$123,685,951	+0.1%
Expenses	$118,864,770	$106,725,762	+0.1%
Net Income	$21,733,690	$16,960,189	+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

1547

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

$3,295,482

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MATT DITZLER	CHAIRPERSON	1.00	Officer Director	$0	$0	$0
ERIC HELFRICH	VICE CHAIRPERSON	1.00	Officer Director	$0	$0	$0
DAN WOODS	SECRETARY/TREASURER	1.00	Officer Director	$0	$0	$0
BRENDA ANGIER	BOARD MEMBER	1.00	Director	$0	$0	$0
RYAN BAKER	BOARD MEMBER	1.00	Director	$0	$0	$0
TANNER BABB	BOARD MEMBER	1.00	Director	$0	$0	$0
ANGIE BEAUCHAMP	BOARD MEMBER	1.00	Director	$0	$0	$0
CINDY BRADY	BOARD MEMBER	1.00	Director	$0	$0	$0
JIM FLECK	BOARD MEMBER	1.00	Director	$0	$0	$0
ROXANNE FRANCO	BOARD MEMBER	1.00	Director	$0	$0	$0
SHIRLEY GIDLEY	BOARD MEMBER	1.00	Director	$0	$0	$0
CAROL HOCHSTETLER	BOARD MEMBER	1.00	Director	$0	$0	$0
DUANE HOUGENDOBLER	BOARD MEMBER	1.00	Director	$0	$0	$0
BETH PINKERTON	BOARD MEMBER	1.00	Director	$0	$0	$0
AMY SIVLEY	BOARD MEMBER	1.00	Director	$0	$0	$0
JIM SMITH	BOARD MEMBER	1.00	Director	$0	$0	$0
DEBRA BRICE	BOARD MEMBER PARTIAL TERM	1.00	Director	$0	$0	$0
ROBERT RYAN	PRESIDENT AND CEO	40.00	Officer	$1,224,810	$36,223	$1,261,033
JAY BAUMGARTNER	CFO	40.00	Officer	$1,101,618	$36,387	$1,138,005
SHANNON HANNON	COO	40.00	Officer	$872,935	$23,509	$896,444
DR HANI AHMAD	STAFF PSYCHIATRIST	40.00	Highest	$725,374	$26,865	$752,239
DR AMBREEN GHORI	STAFF PSYCHIATRIST	40.00	Highest	$482,779	$903	$483,682
DR SANTOSH MAHARJAN	STAFF PSYCHIATRIST	40.00	Highest	$520,623	$36,400	$557,023
DR CAROLYN GREER	STAFF PSYCHIATRIST	40.00	Highest	$504,480	$26,827	$531,307
DR KISHORE SRIRAM	MEDICAL DIRECTOR	40.00	Highest	$552,683	$36,400	$589,083

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	$140,598,460	$118,864,770	$179,333,562	$21,733,690
2024	$123,685,951	$106,725,762	$151,881,417	$16,960,189
2023	$114,101,055	$101,660,852	$130,332,011	$12,440,203
2022	$115,310,756	$101,070,374	$127,423,736	$14,240,382
2021	$113,842,455	$93,330,884	$107,274,465	$20,511,571
2020	$91,797,698	$82,650,381	$77,516,965	$9,147,317
2019	$82,428,787	$73,640,773	$66,357,555	$8,788,014

BOWEN HEALTH INC