2026-05-15T13:07:36+00:00 2025-06-30 990 2024-07-01 351160722 Southwestern Behavioral Healthcare Inc SOUT 8124237791 415 MULBERRY STREET EVANSVILLE IN 477131230 Katy Adams President/CEO 8124364228 2026-05-15 2024 2025-03-06 01:10:19Z KATY ADAMS 415 MULBERRY STREET EVANSVILLE IN 477131230 32153136 false X WWW.SOUTHWESTERN.ORG X 1966 IN COMMUNITY MENTAL HEALTH CENTER PROVIDING OUTPATIENT, CRISIS AND RESIDENTIAL MENTAL HEALTH AND ADDICTION SERVICES. 16 16 374 16 0 16825364 14690638 10715164 17121374 293626 208689 145140 132435 27979294 32153136 10823 0 0 0 19389857 20942568 0 0 0 9448279 10848666 28848959 31791234 -869665 361902 16622158 18946739 4068045 6003396 12554113 12943343 X COMMUNITY MENTAL HEALTH CENTER PROVIDING OUTPATIENT, CRISIS AND RESIDENTIAL MENTAL HEALTH AND ADDICTION SERVICES THROUGHOUT POSEY, WARRICK, VANDERBURGH AND GIBSON COUNTIES OF INDIANA. false false 9301371 0 5847710 SIX MENTAL HEALTH AND ADDICTION OUTPATIENT AND ASSESSMENT CENTERS LOCATED THROUGHOUT VANDERBURGH, WARRICK, POSEY AND GIBSON COUNTIES OF INDIANA AND A NEURODEVELOPMENTAL CLINIC IN VANDERBURGH COUNTY INDIANA. 4861791 0 4329508 TWO RESIDENTIAL AND OUTPATIENT ADDICTION CENTERS LOCATED IN VANDERBURGH COUNTY OF INDIANA. 9655682 0 6168007 COMMUNITY BASED SERVICES FOR ADULTS, CHILDREN AND FAMILIES INDLUDING CRISIS SERVICES THROUGHOUT VANDERBURGH, WARRICK, POSEY AND GIBSON COUNTIES OF INDIANA. 1335366 0 776149 MENTAL HEALTH SUPERVISED GROUP LIVING FACILITIES FOR ADULTS LOCATED IN VANDERBURGH COUNTY OF INDIANA. 1335366 776149 25154210 true true false true false false false false true false true false false true true true true false false false false false false false false false false false false true false false false false false false false false false false false false false false false true false false false false true 24 0 true 374 true false false false false false false false false X 16 16 false false false false false true false true true false false false true true true true true true true true false false IN X ANN B CALVERT 8124364234 415 MULBERRY STREET EVANSVILLE IN 477131230 DAVID SHAW VICE CHAIRPERSON 0.5 0.5 X X 0 0 0 DIANE ARNESON TREASURER 0.5 X X 0 0 0 JAN STAMPS SECRETARY 0.5 X X 0 0 0 LES SHIVELY CHAIRPERSON 0.5 0.5 X X 0 0 0 ANN WHITE BOARD MEMBER 0.5 X 0 0 0 ANNIE SILLS BOARD MEMBER 0.5 X 0 0 0 BRAYANN WEBBER BOARD MEMBER 0.5 X 0 0 0 BRITTANY GRIGGS BOARD MEMBER 0.5 0.5 X 0 0 0 CINDY SCHELLER BOARD MEMBER 0.5 X 0 0 0 DR JAY DICKERSON Board Member (Membership began 1/16/24) 0.5 X 0 0 0 ERIC HARPER BOARD MEMBER (MEMBERSHIP BEGAN 1/22/25) 0.5 X 0 0 0 MARIO REID BOARD MEMBER 0.5 X 0 0 0 PATRICK RHOADES BOARD MEMBER (MEMBERSHIP BEGAN 12/17/24) 0.5 X 0 0 0 PENNY TEPE BOARD MEMBER 0.5 X 0 0 0 ROXANNE BERENDES BOARD MEMBER 0.5 X 0 0 0 SYLVIA GROVES BOARD MEMBER 0.5 X 0 0 0 ANN B CALVERT CHIEF FINANCIAL OFFICER 0.5 41.0 X 0 144621 30857 KATY ADAMS PRESIDENT/CHIEF EXECUTIVE OFFICER 40.0 X 184069 0 43820 DR SHANNON JONES CHIEF MEDICAL OFFICER 40.0 X 307294 0 57169 HEATHER E HERTEL EX OFFICIO BOARD MEMBER 0.5 41.0 X 0 216583 48649 DR GENE FLICK PSYCHIATRIST 40.0 X 258845 0 55440 DR GREGORY UNFRIED PSYCHIATRIST 40.0 X 182350 0 19997 DR JOHN WATHEN PSYCHIATRIC NURSE PRACTITIONER 40.0 X 127312 0 30928 DR ROBERT ALLEY PSYCHIATRIST 40.0 X 302608 0 40450 DR TINA EVANS ROBINSON PSYCHIATRIST 40.0 X 275603 0 44424 1638081 361204 371734 14 false true false 0 0 0 0 6817 14660342 23479 0 14690638 OUTPATIENT 621420 13322691 13322691 RESIDENTIAL 623220 3695527 3695527 CONTRACTED EMPLOYEES 621420 71138 71138 OTHER PATIENT RELATED 621420 32018 32018 0 0 0 0 0 0 17121374 208689 208689 0 0 0 0 0 0 SUB-CONTRACTED SERVICES 621420 85587 85587 CSV OF LIFE INSURANCE 621420 32875 32875 OTHER INCOME 621420 13973 13973 0 0 0 0 132435 32153136 17121374 0 341124 0 0 232452 0 232452 0 15245363 15091127 154236 0 603778 599596 4182 0 3747871 3690805 57066 0 1113104 1086403 26701 0 5250000 0 5250000 0 74868 864 74004 0 36160 0 36160 0 9232 9232 0 1401895 1109427 292468 0 40320 18079 22241 0 369334 335191 34143 0 537254 491291 45963 0 1754693 1715695 38998 0 186901 174375 12526 0 93763 70865 22898 0 0 0 0 0 380136 361148 18988 0 277495 104294 173201 0 PROGRAM SUPPLIES/ACTIVITIES 207433 195960 11473 0 RECRUITMENT/PRE-EMPLOYMENT 163108 76993 86115 0 DUES, SUBSCRIPTIONS, & CERTIFICATIONS 51135 13004 38131 0 OTHER EXPENSE 14939 9861 5078 0 0 0 0 0 31791234 25154210 6637024 0 15026 26138 6558383 4704475 1762394 1236347 1415590 2802571 0 0 0 0 0 0 0 938517 314919 331377 7272923 3572513 1355274 3700410 1029569 1131620 1522781 540000 0 0 0 2648222 3535284 16622158 18946739 2396107 2392051 0 0 5000 5000 0 0 81938 76979 0 0 0 0 0 0 1585000 3529366 4068045 6003396 12554113 12943343 12554113 12943343 16622158 18946739 361902 27328 0 X false true true true true X 14445757 12928558 14416937 16825364 14690639 73307255 0 0 14445757 12928558 14416937 16825364 14690639 73307255 0 73307255 49156 33827 96010 293626 208689 681308 0 81392 86633 79138 111520 99560 458243 74446806 61410038 0.98469 0.9803 X Schedule A, Part II, Line 10 Other Income See Schedule Schedule A, Part II, Line 10 Other Income DESCRIPTION - MISCELLANEOUS, COLUMN A - 3920.0, COLUMN B - 6803.0, COLUMN C - 17344.0, COLUMN D - 26151.0, COLUMN E - 13973.0, COLUMN F - 68191.0; DESCRIPTION - SUBCONTRACTED FOOD SERVICES, COLUMN A - 77472.0, COLUMN B - 79830.0, COLUMN C - 61794.0, COLUMN D - 85369.0, COLUMN E - 85587.0, COLUMN F - 390052.0; DESCRIPTION - , COLUMN A - , COLUMN B - , COLUMN C - , COLUMN D - , COLUMN E - , COLUMN F - 0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED true true false true 0 false false true 0 true 0 true 9232 9232 false Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY A PORTION OF TRADE ORGANIZATION ANNUAL DUES WERE ALLOCATED TO LOBBYING ACTIVITIES. The organization had in-person meetings, emails, and phone calls with Indiana legislative representatives to discuss mental health and addiction industry challenges and answer questions related to local experiences in current environment to assist with informing decisions during legislative sessions. The organization SENT AND encouraged the Board of Directors AND MANAGEMENT to send letters to Indiana legislative representatives in support of bills that would provide State funding for Community Mental Health Center services. false true X 0 0 1571749 751978 819771 3616012 2820535 795477 2085162 0 2085162 3700410 ACCOUNTS RECEIVABLE - OTHER 94805 CASH SURRENDER VALUE OF LIFE INSURANCE 566155 INVESTMENT IN JOINT VENTURE 2865870 ACCOUNTS RECEIVABLE - COUNTIES ACCOUNTS RECEIVABLE - RELATED PARTY 8454 3535284 0 Federal Income Taxes 0 DEFERRED COMPENSATION 207041 ACCOUNTS PAYABLE - RELATED PARTY 456455 OPERATING LEASE - LIABILITY 2865870 3529366 X 32183952 27328 3488 0 30816 32153136 0 0 32153136 31794722 3488 0 3488 31791234 0 0 31791234 Schedule D, Part IV, Line 2b Explanation of escrow agreement THE ORGANIZATION HAS BEEN ENGAGED BY THE SOCIAL SECURITY ADMINISTRATION AS THE REPRESENTATIVE PAYEE FOR CERTAIN INDIVIDUALS. AS PART OF THE FIDUCIARY RESPONSIBILITIES, THE ORGANIZATION DEPOSITS SOCIAL SECURITY BENEFITS RECEIVED ON BEHALF OF THE CLIENTS, ASSISTS WITH BUDGETING AND COORDINATES THE DISBURSEMENT OF LIVING AND OTHER EXPENSES. Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote The Corporation is organized as a not-for-profit corporation under Section 501(c)(3) of the United States Internal Revenue Code. The exemption is on all income except unrelated business income as noted under Section 511 of the Internal Revenue Code. Internal Revenue Code Section 513(a) defines an unrelated trade or business of an exempt organization as any trade or business, which is not substantially related to the exercise or performance of its exempt purpose. As such, the Corporation is generally exempt from income taxes. However, the Corporation is required to file Federal Form 990 - Return of Organization Exempt from Income Tax, which is an informational return only. Accounting principles generally accepted in the United States of America require management to evaluate tax positions taken by the Corporation and recognize a tax liability if the Corporation has taken an uncertain position that more likely than not would not be sustained upon examination by various federal and state taxing authorities. Management has analyzed the tax positions taken by the Corporation and has concluded that as of June 30, 2025, there are no uncertain positions taken or expected to be taken that would require recognition of a liability or disclosure in the accompanying financial statements. The Corporation is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. The Corporation filed its federal and state income tax returns for periods through June 30, 2025. These income tax returns are generally open to examination by the relevant taxing authorities for a period of three years from the later of the date the return was filed or its due date (including approved extensions). X X X X X false true false false false false false false false ANN B CALVERT CHIEF FINANCIAL OFFICER 0 139621 0 5000 0 0 0 8167 0 22690 0 175478 0 0 KATY ADAMS PRESIDENT/CHIEF EXECUTIVE OFFICER 169073 0 10000 0 4996 0 10494 0 33326 0 227889 0 0 0 HEATHER E HERTEL EX OFFICIO BOARD MEMBER 0 201582 0 10000 0 5001 0 20282 0 28367 0 265232 0 0 DR SHANNON JONES CHIEF MEDICAL OFFICER 307294 0 0 0 0 0 16816 0 40353 0 364463 0 0 0 DR GREGORY UNFRIED PSYCHIATRIST 159537 0 0 0 22813 0 11763 0 8234 0 202347 0 0 0 DR TINA EVANS ROBINSON PSYCHIATRIST 275603 0 0 0 0 0 11865 0 32559 0 320027 0 0 0 DR ROBERT ALLEY PSYCHIATRIST 302608 0 0 0 0 0 16239 0 24211 0 343058 0 0 0 DR JOHN WATHEN PSYCHIATRIC NURSE PRACTITIONER 127312 0 0 0 0 0 6937 0 23991 0 158240 0 0 0 DR GENE FLICK PSYCHIATRIST 258845 0 0 0 0 0 14665 0 40775 0 314285 0 0 0 Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan CONTRIBUTIONS IN THE AMOUNT OF $7,000 WERE MADE BY A RELATED ORGANIZATION TO A 457(F) DEFINED CONTRIBUTION PLAN FOR THE BENEFIT OF HEATHER E. HERTEL, EX OFFICIO. Form 990, Part III, Line 4a-4c Description of program services (Expenses $ 1,335,366 including grants of $ 0)(Revenue $ 776,149) MENTAL HEALTH SUPERVISED GROUP LIVING FACILITIES FOR ADULTS LOCATED IN VANDERBURGH COUNTY OF INDIANA. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body THE MAJORITY OF THE MEMBERS OF THE BOARD OF DIRECTORS OF THE CORPORATION SHALL BE APPOINTED BY SOUTHWESTERN HEALTHCARE, INC.("APPOINTED DIRECTORS"). THE BALANCE OF THE MEMBERS OF THE BOARD OF DIRECTORS SHALL BE AT-LARGE MEMBERS ELECTED BY THE APPOINTED DIRECTORS ("AT-LARGE DIRECTORS"). Form 990, Part VI, Line 11b Review of form 990 by governing body THE FORM 990 IS DISTRIBUTED TO THE FULL BOARD OF DIRECTORS AND EXECUTIVE MANAGEMENT FOR REVIEW PRIOR TO SUBMITTING. THE FORM 990 IS FORMALLY REVIEWED AND APPROVED BY THE AUDIT, FINANCE AND INVESTMENT COMMITTEE ANNUALLY. Form 990, Part VI, Line 12c Conflict of interest policy AN ANNUAL STATEMENT MUST BE SIGNED BY EACH DIRECTOR ACKNOWLEDGING THE RECEIPT AND REVIEW OF THE CONFLICT OF INTEREST POLICY AS WELL AS THE DISCLOSURE OF ANY KNOWN CONFLICTS OF INTEREST. IF THERE IS THE EXISTENCE OF AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, THE MATERIAL FACTS AND FINANCIAL INTERESTS MUST BE DISCLOSED TO THE DIRECTORS, OFFICERS, AND COMMITTEE MEMBERS WHO WILL DETERMINE IF ANY ACTION NEEDS TO BE TAKEN. DISCIPLINARY AND CORRECTIVE ACTION WILL BE TAKEN IF CONFLICTS OF INTEREST ARE KNOWN BUT NOT DISCLOSED. Form 990, Part VI, Line 15a Process to establish compensation of top management official THE ORGANIZATION REVIEWS AVAILABLE SALARY SURVEYS FOR LIKE CORPORATIONS. THE BOARD OF DIRECTORS APPROVE THE COMPENSATION PACKAGE AND COMPLETE ANNUAL COMPENSATION REVIEWS. Form 990, Part VI, Line 15b Process to establish compensation of other employees THE ORGANIZATION REVIEWS AVAILABLE SALARY SURVEYS FOR LIKE CORPORATIONS. THE CEO ALONG WITH HUMAN RESOURCES PERFORMS ANNUAL PERFORMANCE AND COMPENSATION REVIEWS. Form 990, Part VI, Line 19 Required documents available to the public THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. SOUTHWESTERN FOUNDATION INC 415 MULBERRY STREET EVANSVILLE IN 47713 261503592 FUNDRAISING, GRANT WRITING & AWARENESS IN 501(c)(3) Type I NA false SOUTHWESTERN HEALTHCARE INC 415 MULBERRY STREET EVANSVILLE IN 47713 261503650 ADMINISTRATIVE SERVICES, PROGRAM COORDINATION, AND OPERATING FACILITIES. IN 501(c)(3) Type I NA false HILLCREST WASHINGTON YOUTH HOME INC 2700 W INDIANA ST EVANSVILLE IN 47712 311138958 RESIDENTIAL CARE FOR YOUTH AND EDUCATION FOR EXPECTANT PARENTS IN 501(c)(3) 7 NA false false true true false false false false false false false true false true true false true true false false