SOUTHWEST BEHAVIORAL HEALTH SERVIC… - Form 990 Financial Data

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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

1970

Legal Domicile

Principal Officer

STEVEN SHEETS

Phone

6022854279

Tax Period

2023-10-01 to 2024-09-30

SOUTHWEST BEHAVIORAL HEALTH SERVICES INC, founded in 1970, is a major nonprofit in the Mental Health sector that reported $102.9M in total revenue in fiscal year 2023. Expenses of $97.0M left a modest 6% surplus.

Mission

WE INSPIRE PEOPLE TO FEEL BETTER AND REACH THEIR POTENTIAL. THROUGH HELPING PEOPLE DISCOVER THEIR STRENGTHS, WE IMPROVE OUR COMMUNITIES.

Program Service Accomplishments

Program 1

Expenses: $77,728,226 Revenue: $3,940,202

SOUTHWEST BEHAVIORAL HEALTH SERVICES PROVIDES SERVICES IN PREVENTION, OUTREACH SERVICES, COMMUNITY INTEGRATION, HOME-BASED COUNSELING, CASE MANAGEMENT, METHADONE MAINTENANCE, CRISIS RECOVERY...

SOUTHWEST BEHAVIORAL HEALTH SERVICES PROVIDES SERVICES IN PREVENTION, OUTREACH SERVICES, COMMUNITY INTEGRATION, HOME-BASED COUNSELING, CASE MANAGEMENT, METHADONE MAINTENANCE, CRISIS RECOVERY, COMMUNITY HOUSING, RESIDENTIAL SERVICES, AND OUTPATIENT COUNSELING FOR CHILDREN AND ADULTS SUFFERING FROM VARIOUS BEHAVIORAL AND SUBSTANCE ABUSE PROBLEMS.

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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 $96,860,011

Program Service Revenue $3,273,903

Investment Income $2,717,184

Other Revenue $0

TOTAL REVENUE $102,851,098

Expense Breakdown

Grants Paid $2,076,567

Salaries & Benefits $74,479,286

Fundraising Expenses $0

Program Expenses $77,728,226

Other Expenses $20,470,263

TOTAL EXPENSES $97,026,116

Year-over-Year Comparison

	2023	2022	Change
Revenue	$102,851,098	$95,849,695	+0.1%
Expenses	$97,026,116	$89,982,098	+0.1%
Net Income	$5,824,982	$5,867,597	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

1626

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

$1,034,923

Total Directors

Key Employees

$406,901

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RICHARD HEROLD	CHAIR	0.30	Officer Director	$0	$0	$0
KEVIN LAWSON	VICE CHAIR	0.30	Officer Director	$0	$0	$0
DR ADRIENNE C SCHECK	SECRETARY	0.30	Officer Director	$0	$0	$0
STEVE THOMPSON	IMMEDIATE PAST CHAIR	0.30	Officer Director	$0	$0	$0
KAREN EVERS	BOARD MEMBER	0.30	Director	$0	$0	$0
BARBARA FIRMINGER	BOARD MEMBER	0.30	Director	$0	$0	$0
MATTHEW HATFIELD	BOARD MEMBER	0.30	Director	$0	$0	$0
PAULINA MARTIN	BOARD MEMBER	0.30	Director	$0	$0	$0
KAREN OLENSKI	BOARD MEMBER	0.30	Director	$0	$0	$0
CHARISSE RICHARDS	BOARD MEMBER	0.30	Director	$0	$0	$0
STEVEN SHEETS	PRESIDENT & CEO	40.00	Officer	$406,644	$31,340	$437,984
MICHAEL FETT	CFO/CAO	40.00	Officer	$280,082	$32,985	$313,067
DOMINIC MILLER	COO	40.00	Officer	$268,648	$15,224	$283,872
MICHAEL SWEENEY	CHIEF MEDICAL OFFICER	40.00	Key Emp	$375,582	$31,319	$406,901
HEATHER CUNHA	CHIEF PEOPLE OFFICER	40.00	Highest	$241,897	$15,049	$256,946
SCOTT MCCALL	PSYCHIATRIST	40.00	Highest	$347,547	$273	$347,820
ANDREA KEMP	PSYCH NURSE PRACTITIONER	40.00	Highest	$301,763	$23,425	$325,188
VINCENT PLACIDO	PSYCHIATRIST	40.00	Highest	$272,989	$27,790	$300,779
KARNIKA PATEL	MEDICAL DIRECTOR, IP	40.00	Highest	$280,620	$232	$280,852

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	$102,851,098	$97,026,116	$84,869,651	$5,824,982
2023	$95,849,695	$89,982,098	$79,579,064	$5,867,597
2022	$111,349,205	$104,339,749	$67,420,961	$7,009,456
2021	$104,144,579	$90,548,097	$56,180,272	$13,596,482
2020	$88,925,028	$84,054,495	$42,482,809	$4,870,533
2019	$80,865,335	$79,124,851	$36,272,893	$1,740,484
2019	$80,865,335	$79,124,851	$36,272,893	$1,740,484
2018	$82,608,451	$82,390,505	$35,359,917	$217,946

SOUTHWEST BEHAVIORAL HEALTH SERVICES INC