SOUTHERN IOWA MENTAL HEALTH CENTER

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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

1994

Legal Domicile

Principal Officer

BRIAN MORGAN

Phone

6416828772

Tax Period

2023-07-01 to 2024-06-30

SOUTHERN IOWA MENTAL HEALTH CENTER, founded in 1994, is a community nonprofit in the Mental Health sector that reported $5.6M in total revenue in fiscal year 2023.

Mission

MENTAL HEALTH CARE TO THOSE IN NEED

Program Service Accomplishments

Program 1

Expenses: $4,261,919

SOUTHERN IOWA MENTAL HEALTH CENTER PROVIDES TOTAL MENTAL HEALTH CARE TO ANYONE NEEDING SUCH SERVICES IN WAPELLO, DAVIS, MAHASKA, AND VAN BUREN COUNTIES

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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 (2023)

Revenue Breakdown

Contributions & Grants $186,778

Program Service Revenue $5,368,243

Investment Income $53,838

Other Revenue $0

TOTAL REVENUE $5,608,859

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,792,825

Fundraising Expenses $0

Program Expenses $4,261,919

Other Expenses $1,684,961

TOTAL EXPENSES $5,477,786

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,608,859	$5,362,443	+0.0%
Expenses	$5,477,786	$5,230,313	+0.0%
Net Income	$131,073	$132,130	0.0%

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

Volunteers

N/A

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
RON BRIDE	BOARD MEMBER	N/A	Director	$0	$0	$0
ERIN DURFLINGER	BOARD MEMBER	N/A	Director	$0	$0	$0
TAREN FERGUSON	BOARD MEMBER	N/A	Director	$0	$0	$0
KAREN LAUER	VICE PRESIDE	N/A	Officer Director	$0	$0	$0
JESSIE MATTINGLY	BOARD MEMBER	N/A	Director	$0	$0	$0
BRIAN MORGAN	PRESIDENT	N/A	Officer Director	$0	$0	$0
AARON O'BRIEN	BOARD MEMBER	N/A	Director	$0	$0	$0
CHRISTINA SMITH	BOARD MEMBER	N/A	Director	$0	$0	$0
DUSTY STEWART	BOARD MEMBER	N/A	Director	$0	$0	$0
SHELLEY WOOD	BOARD MEMBER	N/A	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
2025	No data	No data	No data	No data
2024	$5,608,859	$5,477,786	$6,787,543	$131,073
2023	$5,362,443	$5,230,313	$6,893,705	$132,130
2022	$6,010,513	$5,910,155	$6,726,133	$100,358
2021	$7,145,759	$5,871,167	$6,871,363	$1,274,592
2020	$5,625,645	$5,432,233	$6,678,184	$193,412
2019	$4,474,572	$4,070,767	$5,787,245	$403,805