Southwestern Behavioral Healthcare Inc

EIN: 351160722 501(c)(3) Mental Health

EVANSVILLE, IN

Total Revenue
$32,153,136
Total Expenses
$31,791,234
Total Assets
$18,946,739
Net Assets
$12,943,343
🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
1966
Legal Domicile
IN
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.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Sign In — Free (10 views/day)

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
🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Sign In

Governance

Voting Members
16
Independent Members
16
Employees
374
Volunteers
16

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
6
$403,367
Total Directors
16
$0
Key Employees
2
$629,695
Highest Compensated
5
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
Explore More Nonprofits
→Top 100 Nonprofits in Indiana →Largest U.S. Nonprofits →Best Rated Nonprofits →Most Efficient Nonprofits

Compare Southwestern Behavioral Healthcare Inc with other nonprofits in Indiana and across the country.

We Value Your Privacy
We use cookies and similar technologies to analyze site traffic and improve your experience. By clicking "Accept All", you consent to our use of cookies for analytics and measurement.