OAKLAWN PSYCHIATRIC CENTER INC (EIN 351070041) - 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

1959

Legal Domicile

Principal Officer

LAURIE N NAFZIGER

Phone

5745331234

Tax Period

2024-07-01 to 2025-06-30

OAKLAWN PSYCHIATRIC CENTER INC, founded in 1959, is a mid-sized nonprofit in the Mental Health sector that reported $71.9M in total revenue in fiscal year 2024. Revenue grew 15% year-over-year, indicating healthy expansion.

Mission

TREATING THE WHOLE PERSON - MIND, BODY AND SPIRIT - IN ELKHART AND ST. JOSEPH COUNTIES, INDIANA.

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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 $19,397,046

Program Service Revenue $51,583,497

Investment Income $634,384

Other Revenue $251,587

TOTAL REVENUE $71,866,514

Expense Breakdown

Grants Paid $90,982

Salaries & Benefits $55,364,891

Fundraising Expenses $243,533

Program Expenses $59,973,992

Other Expenses $15,098,139

TOTAL EXPENSES $70,554,012

Year-over-Year Comparison

	2024	2023	Change
Revenue	$71,866,514	$62,730,669	+0.1%
Expenses	$70,554,012	$61,821,810	+0.1%
Net Income	$1,312,502	$908,859	+0.4%

Key Indicators

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

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Financial 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

1126

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

$979,657

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SARAH PATURALSKI	CHAIR	0.30	Officer Director	$0	$0	$0
KEN HOCHSTETLER	VICE CHAIR	0.30	Officer Director	$0	$0	$0
CHRIS KARAM	BOARD TREASURER	0.30	Officer Director	$0	$0	$0
MIKE YODER	BOARD SECRETARY(END FYE 2025)	0.30	Officer Director	$0	$0	$0
MARION FULCE	BOARD SECRETARY	0.30	Officer Director	$0	$0	$0
KIMBERLY GREEN REEVES	BOARD MEMBER	0.30	Director	$0	$0	$0
ESLEEN FULTZ	BOARD MEMBER	0.30	Director	$0	$0	$0
ANDY MARSHALL	BOARD MEMBER	0.30	Director	$0	$0	$0
DARRYL RIEGSECKER	BOARD MEMBER	0.30	Director	$0	$0	$0
BRAD ROGERS	BOARD MEMBER	0.30	Director	$0	$0	$0
JASON SCHULTZ	BOARD MEMBER	0.30	Director	$0	$0	$0
JEFF SIEGEL	BOARD MEMBER	0.30	Director	$0	$0	$0
BRYAN TANNER	BOARD MEMBER	0.30	Director	$0	$0	$0
JULIE VELDMAN HARRIS	BOARD ASSISTANCE SECRETARY	0.30	Officer Director	$0	$0	$0
LISA WINE	BOARD MEMBER	0.30	Director	$0	$0	$0
JESSICA BROOKSHIRE	BOARD MEMBER (BEG FY 2025)	0.30	Director	$0	$0	$0
KORY VITANGELI	BOARD MEMBER (BEG FY 2025)	0.30	Director	$0	$0	$0
LAURIE NAFZIGER	PRESIDENT/CEO	40.00	Officer	$324,570	$56,350	$380,920
JOSEPH BARKMAN	CFO	40.00	Officer	$144,763	$31,049	$175,812
BONITA SCHROCK	CHIEF CLINICAL OFFICER	40.00	Officer	$126,818	$23,753	$150,571
JAYANTI SMUCKER	VICE PRESIDENT	40.00	Officer	$228,348	$44,006	$272,354
DANIEL KINSEY MD	MEDICAL DIRECTOR	40.00	Highest	$338,234	$69,019	$407,253
MICHAEL PLATT MD	PSYCHIATRIST	40.00	Highest	$278,077	$58,469	$336,546
CARMELA COWDREY MD	PSYCHIATRIST	40.00	Highest	$296,800	$59,166	$355,966
DAVID TAYLOR MD	PSYCHIATRIST	40.00	Highest	$287,706	$56,252	$343,958
TIMOTHY MCFADDEN MD	PSYCHIATRIST	40.00	Highest	$275,049	$51,423	$326,472

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	$71,866,514	$70,554,012	$66,769,927	$1,312,502
2024	$62,730,669	$61,821,810	$66,207,202	$908,859
2023	$61,048,480	$58,312,623	$65,753,169	$2,735,857
2022	$61,740,487	$58,778,082	$51,885,335	$2,962,405
2021	$60,920,623	$55,861,410	$48,038,322	$5,059,213
2020	$58,542,513	$57,774,460	$44,422,639	$768,053
2019	$58,385,428	$56,706,337	$44,907,058	$1,679,091
2018	$56,557,704	$53,604,023	$43,417,404	$2,953,681

OAKLAWN PSYCHIATRIC CENTER INC