ST BERNARDS MEDICAL GROUP INC DBA HMG (EIN 371577767) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2009

Legal Domicile

Principal Officer

DR MARK WIGGINS

Phone

8709313627

Tax Period

2022-10-01 to 2023-09-30

ST BERNARDS MEDICAL GROUP INC, founded in 2009, is a small nonprofit in the Community Improvement sector that reported $481K in total revenue in fiscal year 2017. Revenue decreased 5% compared to the prior year.

Mission

ST. BERNARDS MEDICAL GROUP IS A TEAM OF DEDICATED HEALTHCARE PROVIDERS WHO ORGANIZE, SUPPORT AND PROMOTE ACTIVITIES TOGETHER THAT LEAD YOU TO BETTER HEALTH.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $141,720

Investment Income $8,076

Other Revenue $0

TOTAL REVENUE $149,796

Expense Breakdown

Grants Paid $12,852

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $53,205

Other Expenses $41,853

TOTAL EXPENSES $54,705

Year-over-Year Comparison

	2022	2021	Change
Revenue	$149,796	$205,329	-0.3%
Expenses	$54,705	$151,866	-0.6%
Net Income	$95,091	$53,463	+0.8%

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

N/A

Employees

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DR ZEKE SHOTTS	DIRECTOR	1.00	Director	$0	$0	$0
DR BEN OWENS JR	PRESIDENT	1.00	Officer Director	$0	$0	$0
DR JEREMY SWYMN	SECRETARY	1.00	Officer Director	$0	$0	$0
DR MALLORY HURST	DIRECTOR	1.00	Director	$0	$0	$0
DR MAZEN KHALIL	DIRECTOR	1.00	Director	$0	$0	$0
DR DAVID LEWIS	DIRECTOR	1.00	Director	$0	$0	$0
DR DEVI NAIR	DIRECTOR	1.00	Director	$0	$0	$0
KEVIN HODGES	DIRECTOR	1.00	Director	$0	$0	$0
DR MARK WIGGINS	TREASURER	1.00	Officer Director	$0	$0	$0

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
2023	$149,796	$54,705	$516,445	$95,091
2022	$205,329	$151,866	$421,354	$53,463
2021	$359,223	$254,334	$367,891	$104,889
2020	$349,287	$264,129	$263,002	$85,158
2019	$485,146	$1,027,160	$177,844	$-542,014
2018	$480,710	$470,741	$719,858	$9,969

ST BERNARDS MEDICAL GROUP INC DBA HMG