SOUTHWEST IOWA MENTAL HEALTH CENTER (EIN 420928938) - Form 990 Financial Analysis & Trantor Score

🔒

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

Financial Trends

Organization Details

Formation Year

1965

Legal Domicile

Principal Officer

BILLIE BUTLER

Phone

7122435091

Tax Period

2023-07-01 to 2024-06-30

Mission

PROVIDES MENTAL HEALTH SERVICES TO MEMBERS OF THE COMMUNITY AND SURROUNDING AREAS REGARDLESS OF RACE, GENDER, OR ABILITY TO PAY.

🔒

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%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $0

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $0

TOTAL EXPENSES $0

Year-over-Year Comparison

	2023	2022	Change
Revenue	N/A	$1,281,386	-1.0%
Expenses	N/A	$1,855,413	-1.0%
Net Income	N/A	$-574,027	N/A

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

Governance

Voting Members

Independent Members

Employees

N/A

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
MATT WEDEMEYER	CHAIRPERSON	1.00	Officer Director	$0	$0	$0
BRAD GOLIGHTLY	VICE CHAIRPERSON	1.00	Officer Director	$0	$0	$0
BERNARD PETTINGER	SECRETARY TREASURER	1.00	Officer Director	$0	$0	$0
CHUCK MORRIS	DIRECTOR	1.00	Director	$0	$0	$0
CHARLA SCHMID	DIRECTOR	1.00	Director	$0	$0	$0
CHRIS CLARK	DIRECTOR	1.00	Director	$0	$0	$0
TODD MAHER	DIRECTOR	1.00	Director	$0	$0	$0
LAURIE COOLEY	EXECUTIVE DIRECTOR	20.00	Officer	$0	$0	$0
MARY YOUNG	DIRECTOR OF OPERATIONS	20.00	Officer	$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
2024	No data	No data	No data	No data
2023	$1,281,386	$1,855,413	$516,582	$-574,027
2022	$1,627,215	$2,034,372	$478,070	$-407,157
2021	$1,891,141	$2,115,938	$328,729	$-224,797
2020	$1,651,519	$2,050,738	$299,303	$-399,219
2019	$1,085,799	$1,399,885	$470,432	$-314,086
2018	$2,227,370	$2,055,910	$508,179	$171,460

SOUTHWEST IOWA MENTAL HEALTH CENTER