Southwestern Behavioral Healthcare… - Form 990 Financial Data

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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

1966

Legal Domicile

Phone

8124237791

Tax Period

2024-07-01 to 2025-06-30

Southwestern Behavioral Healthcare Inc, founded in 1966, is a mid-sized nonprofit in the Mental Health sector that reported $32.2M in total revenue in fiscal year 2024. Revenue grew 15% year-over-year, indicating healthy expansion.

Mission

COMMUNITY MENTAL HEALTH CENTER PROVIDING OUTPATIENT, CRISIS AND RESIDENTIAL MENTAL HEALTH AND ADDICTION SERVICES THROUGHOUT POSEY, WARRICK, VANDERBURGH AND GIBSON COUNTIES OF INDIANA.

Program Service Accomplishments

Program 1

Expenses: $9,301,371 Revenue: $5,847,710

SIX MENTAL HEALTH AND ADDICTION OUTPATIENT AND ASSESSMENT CENTERS LOCATED THROUGHOUT VANDERBURGH, WARRICK, POSEY AND GIBSON COUNTIES OF INDIANA AND A NEURODEVELOPMENTAL CLINIC IN VANDERBURGH COUNTY...

Program 2

Expenses: $4,861,791 Revenue: $4,329,508

TWO RESIDENTIAL AND OUTPATIENT ADDICTION CENTERS LOCATED IN VANDERBURGH COUNTY OF INDIANA.

Program 3

Expenses: $9,655,682 Revenue: $6,168,007

COMMUNITY BASED SERVICES FOR ADULTS, CHILDREN AND FAMILIES INDLUDING CRISIS SERVICES THROUGHOUT VANDERBURGH, WARRICK, POSEY AND GIBSON COUNTIES OF 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 $14,690,638

Program Service Revenue $17,121,374

Investment Income $208,689

Other Revenue $132,435

TOTAL REVENUE $32,153,136

Expense Breakdown

Grants Paid $0

Salaries & Benefits $20,942,568

Fundraising Expenses $0

Program Expenses $25,154,210

Other Expenses $10,848,666

TOTAL EXPENSES $31,791,234

Year-over-Year Comparison

	2024	2023	Change
Revenue	$32,153,136	$27,979,294	+0.1%
Expenses	$31,791,234	$28,848,959	+0.1%
Net Income	$361,902	$-869,665	-1.4%

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

374

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

$403,367

Total Directors

Key Employees

$629,695

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID SHAW	VICE CHAIRPERSON	0.5	Officer Director	$0	$0	$0
DIANE ARNESON	TREASURER	0.5	Officer Director	$0	$0	$0
JAN STAMPS	SECRETARY	0.5	Officer Director	$0	$0	$0
LES SHIVELY	CHAIRPERSON	0.5	Officer Director	$0	$0	$0
ANN WHITE	BOARD MEMBER	0.5	Director	$0	$0	$0
ANNIE SILLS	BOARD MEMBER	0.5	Director	$0	$0	$0
BRAYANN WEBBER	BOARD MEMBER	0.5	Director	$0	$0	$0
BRITTANY GRIGGS	BOARD MEMBER	0.5	Director	$0	$0	$0
CINDY SCHELLER	BOARD MEMBER	0.5	Director	$0	$0	$0
DR JAY DICKERSON	Board Member (Membership began 1/16/24)	0.5	Director	$0	$0	$0
ERIC HARPER	BOARD MEMBER (MEMBERSHIP BEGAN 1/22/25)	0.5	Director	$0	$0	$0
MARIO REID	BOARD MEMBER	0.5	Director	$0	$0	$0
PATRICK RHOADES	BOARD MEMBER (MEMBERSHIP BEGAN 12/17/24)	0.5	Director	$0	$0	$0
PENNY TEPE	BOARD MEMBER	0.5	Director	$0	$0	$0
ROXANNE BERENDES	BOARD MEMBER	0.5	Director	$0	$0	$0
SYLVIA GROVES	BOARD MEMBER	0.5	Director	$0	$0	$0
ANN B CALVERT	CHIEF FINANCIAL OFFICER	0.5	Officer	$0	$30,857	$175,478
KATY ADAMS	PRESIDENT/CHIEF EXECUTIVE OFFICER	40.0	Officer	$184,069	$43,820	$227,889
DR SHANNON JONES	CHIEF MEDICAL OFFICER	40.0	Key Emp	$307,294	$57,169	$364,463
HEATHER E HERTEL	EX OFFICIO BOARD MEMBER	0.5	Key Emp	$0	$48,649	$265,232
DR GENE FLICK	PSYCHIATRIST	40.0	Highest	$258,845	$55,440	$314,285
DR GREGORY UNFRIED	PSYCHIATRIST	40.0	Highest	$182,350	$19,997	$202,347
DR JOHN WATHEN	PSYCHIATRIC NURSE PRACTITIONER	40.0	Highest	$127,312	$30,928	$158,240
DR ROBERT ALLEY	PSYCHIATRIST	40.0	Highest	$302,608	$40,450	$343,058
DR TINA EVANS ROBINSON	PSYCHIATRIST	40.0	Highest	$275,603	$44,424	$320,027

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	$32,153,136	$31,791,234	$18,946,739	$361,902
2024	$27,979,294	$28,848,959	$16,622,158	$-869,665
2023	$25,395,874	$25,798,619	$18,561,573	$-402,745
2022	$24,377,782	$24,686,074	$16,243,822	$-308,292
2021	$26,056,961	$23,191,475	$17,318,318	$2,865,486
2020	$21,869,194	$22,329,921	$15,770,767	$-460,727
2019	$21,924,416	$20,025,686	$12,858,431	$1,898,730
2018	$19,273,205	$17,953,702	$11,621,091	$1,319,503

Southwestern Behavioral Healthcare Inc