COMMUNITY HEALTH AND WELLNESS PARTNERS OF LOGAN COUNTY

EIN: 460530293 501(c)(3) Health Care

BELLEFONTAINE, OH

Total Revenue
$14,541,368
Total Expenses
$15,763,340
Total Assets
$6,511,460
Net Assets
$2,961,518
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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
2012
Legal Domicile
OH
Principal Officer
TARA BAIR
Phone
9375994128
Tax Period
2023-11-01 to 2024-10-31

COMMUNITY HEALTH AND WELLNESS PARTNERS OF LOGAN COUNTY, founded in 2012, is a mid-sized nonprofit in the Health Care sector that reported $14.5M in total revenue in fiscal year 2023.

Mission

COMMUNITY HEALTH AND WELLNESS PARTNERS' MISSION IS TO PROVIDE QUALITY, WHOLE PERSON, PATIENT CENTERED HEALTH CARE TO ANYONE AND EVERYONE IN OUR COMMUNITY.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $1,682,676
Program Service Revenue $12,783,450
Investment Income $46,616
Other Revenue $28,626
TOTAL REVENUE $14,541,368

Expense Breakdown

Grants Paid $0
Salaries & Benefits $9,664,408
Fundraising Expenses $0
Program Expenses $12,176,779
Other Expenses $6,098,932
TOTAL EXPENSES $15,763,340

Year-over-Year Comparison

2023 2022 Change
Revenue $14,541,368 $14,639,091 0.0%
Expenses $15,763,340 $14,336,506 +0.1%
Net Income $-1,221,972 $302,585 -5.0%
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

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Governance

Voting Members
13
Independent Members
13
Employees
136
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
7
$380,479
Total Directors
13
$0
Key Employees
0
$0
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
KYLE LENTZ CHARIMAN 1.00
Officer Director
$0 $0 $0
LE-ANNE FUSON BOARD MEMBER 1.00
Director
$0 $0 $0
ELIZABETH MCCLURE SECRETARY 1.00
Officer Director
$0 $0 $0
KYLE SPRINGS VICE CHARIMAN 1.00
Officer Director
$0 $0 $0
MARK GIBSON BOARD MEMBER 1.00
Director
$0 $0 $0
AMBER HANLEY BOARD MEMBER 1.00
Director
$0 $0 $0
MARCIA BAILEY TREASURER 1.00
Officer Director
$0 $0 $0
KELLI BADER BOARD MEMBER 1.00
Director
$0 $0 $0
LYDIA HESS BOARD MEMBER 1.00
Director
$0 $0 $0
NEILL RHODES BOARD MEMBER 1.00
Director
$0 $0 $0
SARAH WARREN BOARD MEMBER 1.00
Director
$0 $0 $0
BECKY MARTIN BOARD MEMBER 1.00
Director
$0 $0 $0
JACKIE PRATER BOARD MEMBER 1.00
Director
$0 $0 $0
JEFF FORMAN CFO 40.00
Officer
$62,383 $11,419 $73,802
TARA BAIR PRESIDENT/CEO 40.00
Officer
$164,957 $13,389 $178,346
KATHY SMITH CHIEF OPERATING OFFICER 40.00
Officer
$99,234 $29,097 $128,331
STEVEN TONEY CMO 40.00
Highest
$198,904 $26,871 $225,775
JUSTIN GILDOW ADVANCE PRACTICE NURSE 40.00
Highest
$171,966 $26,246 $198,212
JASMINE USHER-LEDET PHYSICIAN 40.00
Highest
$160,004 $12,348 $172,352
CHARLES KRATZ PHYSICIAN 40.00
Highest
$210,742 $29,390 $240,132
JILLIAN SHELLABARGER CHIEF BEHAVIORAL HEALTH OFFICER 40.00
Highest
$252,893 $18,284 $271,177
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 $14,541,368 $15,763,340 $6,511,460 $-1,221,972
2023 $14,639,091 $14,336,506 $7,824,228 $302,585
2022 $12,712,583 $12,318,890 $5,213,658 $393,693
2021 $10,376,896 $10,098,972 $4,780,960 $277,924
2020 $10,340,267 $8,587,506 $3,687,719 $1,752,761
2019 $7,778,310 $7,579,638 $1,960,886 $198,672
2018 $7,144,185 $6,617,976 $1,753,208 $526,209
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