SMA HEALTHCARE INC (EIN 590976866) - Form 990 Financial Analysis & Trantor Score

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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

1961

Legal Domicile

Principal Officer

ANDREA SCHWEIZER

Phone

3862363200

Tax Period

2024-07-01 to 2025-06-30

SMA HEALTHCARE INC, founded in 1961, is a major nonprofit in the Mental Health sector that reported $104.6M in total revenue in fiscal year 2024. Revenue grew 12% year-over-year, indicating healthy expansion. Expenses of $96.0M left a modest 8% surplus.

Mission

SMA HEALTHCARE IMPROVES LIVES THROUGH EXCEPTIONAL SUBSTANCE ABUSE, MENTAL HEALTH AND PRIMARY CARE SERVICES. SMA HEALTHCARE ENVISIONS A COMMUNITY WHERE ALL INDIVIDUALS LIVING WITH ADDICTION AND MENTAL HEALTH NEEDS, FIND HOPE, HEALING, AND RECOVERY.

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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 (2024)

Revenue Breakdown

Contributions & Grants $73,773,095

Program Service Revenue $30,087,979

Investment Income $752,853

Other Revenue $8,299

TOTAL REVENUE $104,622,226

Expense Breakdown

Grants Paid $23,361

Salaries & Benefits $67,773,951

Fundraising Expenses $0

Program Expenses $86,253,083

Other Expenses $28,237,459

TOTAL EXPENSES $96,034,771

Year-over-Year Comparison

	2024	2023	Change
Revenue	$104,622,226	$93,649,252	+0.1%
Expenses	$96,034,771	$89,170,314	+0.1%
Net Income	$8,587,455	$4,478,938	+0.9%

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

1426

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

$1,480,833

Total Directors

Key Employees

$824,565

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALVIN JACKSON	BOARD MEMBER	1.00	Director	$0	$0	$0
ANDRE FLEMING	BOARD MEMBER	1.00	Director	$0	$0	$0
AUSTIN BROWNLEE	VICE CHAIR	1.00	Officer Director	$0	$0	$0
CONNIE RITCHEY	BOARD MEMBER	1.00	Director	$0	$0	$0
DEBBIE ALLEN	SECRETARY	1.00	Officer Director	$0	$0	$0
GARY NORMAN	TREASURER	1.00	Officer Director	$0	$0	$0
HEATHER SHUBIRG	BOARD MEMBER	1.00	Director	$0	$0	$0
HEIDI PETITO	BOARD MEMBER	1.00	Director	$0	$0	$0
JACK C FISHER	BOARD MEMBER	1.00	Director	$0	$0	$0
JAMES ROSE	IMMIEDATE PAST CHAIR	1.00	Officer Director	$0	$0	$0
JOHN REID	BOARD MEMBER	1.00	Director	$0	$0	$0
JOYCE SHANAHAN	BOARD MEMBER	1.00	Director	$0	$0	$0
KIRSTIN LABELL	BOARD MEMBER	1.00	Director	$0	$0	$0
LORETHA TOLBERT-RICH	BOARD MEMBER	1.00	Director	$0	$0	$0
MICHELE JOHNSON	BOARD MEMBER	1.00	Director	$0	$0	$0
MICHELLE ALVAREZ	BOARD MEMBER	1.00	Director	$0	$0	$0
MIKE MARTIN	BOARD MEMBER	1.00	Director	$0	$0	$0
ROSARIA UPCHURCH	BOARD MEMBER	1.00	Director	$0	$0	$0
SALMAN AHMED	CHAIRMAN	1.00	Officer Director	$0	$0	$0
TED SERBOUSEK	BOARD MEMBER	1.00	Director	$0	$0	$0
THOMAS SAVONE	BOARD MEMBER	1.00	Director	$0	$0	$0
ANDREA SCHWEIZER	CFO	40.00	Officer	$153,860	$21,105	$174,965
IVAN COSIMI	CEO	40.00	Officer	$331,712	$25,073	$356,785
KAREN DUNCAN	CHIEF NURSING OFFICER	40.00	Officer	$159,014	$24,196	$183,210
KELLY MELLICHAMPE	CHIEF HR OFFICER	40.00	Officer	$153,008	$22,642	$175,650
NICOLE J SHARBONO	COO	40.00	Officer	$197,184	$20,908	$218,092
RICHARD CURLEY	CHIEF INFORMATION OFFICER	40.00	Officer	$179,429	$25,345	$204,774
SARAH BURMAN	CHIEF ADMIN. OFFICER	40.00	Officer	$148,425	$18,932	$167,357
VICKKI-ANN S SAMUEL	REGIONAL MEDICAL DIRECTOR	40.00	Key Emp	$362,479	$30,786	$393,265
YUSEF A CANAAN	CHIEF MEDICAL OFFICER	40.00	Key Emp	$393,805	$37,495	$431,300
DEBORAH HOISINGTON	APRN	40.00	Highest	$163,183	$74	$163,257
GUY R CZAYKOWSKY	PSYCHIATRIST	32.00	Highest	$274,701	$26,784	$301,485
KIMBERLY ROGERS	APRN	40.00	Highest	$187,642	$24,902	$212,544
TABITHA J RUTTER	APRN	40.00	Highest	$154,928	$12,365	$167,293
APRIL FERGUSON	MEDICAL DIRECTOR	40.00	Highest	$180,988	$4,194	$185,182

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	$104,622,226	$96,034,771	$93,714,981	$8,587,455
2024	$93,649,252	$89,170,314	$80,967,106	$4,478,938
2023	$81,681,723	$78,574,230	$75,321,515	$3,107,493
2022	$95,887,980	$72,240,266	$67,921,143	$23,647,714
2021	$56,256,049	$54,652,784	$41,817,968	$1,603,265
2020	$56,659,574	$54,953,891	$38,236,030	$1,705,683
2019	$55,331,526	$53,975,977	$36,965,720	$1,355,549
2018	$56,151,215	$54,734,042	$35,680,161	$1,417,173

SMA HEALTHCARE INC