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← AUNT MARTHAS HEALTH AND WELLNESS INC

Form 990 for tax year 2023

Filed by AUNT MARTHAS HEALTH AND WELLNESS INC.

What the amendment changed

Compared with the return it replaced , filed 30 April 2025. matched by us Only the Part I totals and the names listed in Part VII are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.

Both are the same on the two returns, so the amendment changed something else.

Totals

Total revenue
$98,333,715
Total expenses
$86,976,222
Contributions and grants received
$89,364,626
Grants paid
$0
Program service revenue
$7,862,634
Investment income
$968,598
Other revenue
$137,857
Total assets, end of year
$82,048,532
Total liabilities, end of year
$26,633,418
Net assets or fund balances, end of year
$55,415,114
Program services expenses (Part IX)
$74,429,091
Management and general expenses
$12,295,703
Fundraising expenses
$251,428
Program service expenses (Part III)
$74,429,091

Program services were 85.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1e · Government grants (contributions)

    $79,935,547

  • 1f · All other contributions, gifts and grants

    $9,429,079

  • 1g · Noncash contributions included above

    $47,638

  • 2a · Program service revenue: HEALTH CARE FEES

    total $7,862,634 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $968,598 · unrelated business $0 · excluded $968,598

  • 6a · Gross rents

    real property $1,000

  • 6c · Rental income or loss

    real property $1,000

  • 6d · Net rental income or loss

    total $1,000 · related or exempt $1,000

  • 11a · Other revenue: OTHER

    total $136,857 · related or exempt $136,857 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $136,857

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $43,545,094 · program services $37,485,847 · management and general $6,059,247 · fundraising $0

  • 9 · Other employee benefits

    total $9,107,226 · program services $8,082,254 · management and general $1,024,972 · fundraising $0

  • 11g · Fees: other

    total $15,674,429 · program services $13,217,136 · management and general $2,344,251 · fundraising $113,042

  • 13 · Office expenses

    total $1,985,692 · program services $1,754,035 · management and general $193,745 · fundraising $37,912

  • 16 · Occupancy

    total $7,493,670 · program services $7,161,834 · management and general $330,586 · fundraising $1,250

  • 19 · Conferences, conventions and meetings

    total $1,412,912 · program services $956,725 · management and general $441,424 · fundraising $14,763

  • 20 · Interest

    total $453,830 · program services $84,950 · management and general $368,880 · fundraising $0

  • 22 · Depreciation, depletion and amortization

    total $1,514,546 · program services $1,341,148 · management and general $173,398 · fundraising $0

  • 23 · Insurance

    total $1,053,825 · program services $187,053 · management and general $866,772 · fundraising $0

  • 24a · Other expenses: EQUIPMENT AND REPAIRS

    total $2,210,702 · program services $1,775,422 · management and general $429,746 · fundraising $5,534

  • 24b · Other expenses: CLIENT EXPENSES

    total $1,168,278 · program services $1,176,564 · management and general -$12,359 · fundraising $4,073

  • 24c · Other expenses: BAD DEBT

    total $942,121 · program services $942,121 · management and general $0 · fundraising $0

  • 24d · Other expenses: MISCELLANEOUS

    total $366,259 · program services $216,364 · management and general $75,041 · fundraising $74,854

  • 24e · All other expenses

    total $47,638 · program services $47,638 · management and general $0 · fundraising $0

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $24,671,821 · end of year $35,352,202

  • 4 · Accounts receivable

    beginning of year $14,129,806 · end of year $14,364,371

  • 9 · Prepaid expenses and deferred charges

    beginning of year $2,528,017 · end of year $1,112,908

  • 10a · Land, buildings and equipment: cost or other basis

    $36,010,908

  • 10b · Land, buildings and equipment: accumulated depreciation

    $18,079,430

  • 10c · Land, buildings and equipment, net

    beginning of year $18,118,512 · end of year $17,931,478

  • 12 · Investments: other securities

    beginning of year $3,280,569 · end of year $6,405,562

  • 15 · Other assets

    beginning of year $1,915,066 · end of year $6,882,011

  • 17 · Accounts payable and accrued expenses

    beginning of year $9,242,536 · end of year $5,425,156

  • 19 · Deferred revenue

    beginning of year $318,484 · end of year $1,707,763

  • 20 · Tax-exempt bond liabilities

    beginning of year $5,683,453 · end of year $9,162,242

  • 23 · Secured mortgages and notes payable

    beginning of year $4,250,754 · end of year $3,927,426

  • 25 · Other liabilities

    beginning of year $954,488 · end of year $6,410,831

  • 27 · Net assets without donor restrictions

    beginning of year $43,783,096 · end of year $55,034,135

  • 28 · Net assets with donor restrictions

    beginning of year $410,980 · end of year $380,979

Mission and programs · 2023

Mission

DRIVEN BY INNOVATION, INTEGRATION, AND CARE COORDINATION, AUNT MARTHAS HEALTH AND WELLNESS IS COMMITTED TO PROVIDING AN EXCEPTIONAL, UNIQUE, AND COMPREHENSIVE PATIENT EXPERIENCE.

  • HEALTH CLINIC CLUSTER - 330 GRANT - FULL RANGE OF PRIMARY AND PREVENTATIVE HEALTH SERVICES FOR CHILDREN AND ADULTS OF ALL AGES. ALL SERVICES OFFER A WARM, CARING, MULTILINGUAL AND CULTURALLY SENSITIVE ENVIRONMENT.

    Expenses $38,656,527 · Revenue $40,248,497

  • INTEGRATED CARE CENTER (ICC) - THE INTEGRATED CARE CENTER (ICC) WAS ESTABLISHED IN 2019 AS PART OF A COLLABORATION WITH DCFS. THIS UNIQUE VENTURE EVOLVED INTO A SHORT-TERM TRANSITIONAL LIVING ARRANGEMENT THAT OFFERS QUALITY CARE AND COMPASSION TO YOUTH WITH SIGNIFICANT EMOTIONAL AND BEHAVIORAL HEALTH ISSUES WHO ARE PLACED IN DCFS CUSTODY. THE ICC IS THE ONLY LICENSED CONGREGATE CHILD WELFARE AGENCY IN ILLINOIS THAT IS OPERATED BY AN ORGANIZATION THAT IS ALSO A FEDERALLY QUALIFIED HEALTH CLINIC (FQHC). THE ICC PROVIDES A STATE-OF-ART ENVIRONMENT TO STABILIZE AND SUPPORT THE NEEDS OF MENTALLY COMPLEX YOUTH, PARTICULARLY THOSE WITH HIGH MENTAL NEEDS WHO ARE WAITING TO BE PLACED AFTER BEING CLEARED FOR DISCHARGE FROM PSYCHIATRIC TREATMENT FACILITIES.

    Expenses $29,045,593 · Revenue $19,950,736

  • CCBYS - THE COMPREHENSIVE COMMUNITY BASED YOUTH SERVICES (CCBYS) PROGRAM SERVES YOUTH AGES 11-17 THAT ARE AT RISK OF INVOLVEMENT IN THE CHILD WELFARE AND/OR JUVENILE JUSTICE SYSTEM, WITH THE OVERARCHING GOAL OF FAMILY REUNIFICATION AND/OR STABILIZATION. CCBYS IS AUTHORIZED BY THE CHILDREN AND FAMILY SERVICES ACT, AND IMPLEMENTS ARTICLE 3 OF THE ILLINOIS JUVENILE COURT ACT OF 1987. A CONTINUUM OF SERVICES ARE AVAILABLE AND PROVIDED TO YOUTH IN HIGH-RISK SITUATIONS AND TO THEIR FAMILIES WHEN APPROPIATE, ACCORDING TO THEIR NEEDS, IN KEEPING WITH THE GOAL OF FAMILY PRESERVATION, REUNIFICATION AND/OR FAMILY STABILIZATION, OR INDEPENDENCE, DEPENDENT UPON THE YOUTHS NEEDS.

    Expenses $6,726,971 · Revenue $3,497,162

  • OTHER SERVICES INCLUDE FOSTER CARE, COMMUNITY BASED OUTREACH SERVICES, EMPLOYMENT TRAINING, INDEPENDENT LIVING PROGRAMS, ETC.

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Richard Sundstrom

    CHAIRPERSON

    Total calculated
    $0
    Hours/week
    2

  • Malcolm White

    CHAIRPERSON

    Total calculated
    $0
    Hours/week
    2

  • Michelle Ressell

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    2

  • Vergia Turner

    SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • Susan Platt Bayer

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Guadalupe Montoya

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Bejor Weathersby Grove

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Alicia Williams

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Jayne Bart-Plange

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Takeyia Clark

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Raul Garza

    CHIEF EXECUTIVE OFFICER

    Total calculated
    $838,382
    From this org
    $838,382
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $838,382
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $838,382

  • Charles K Barron

    CHIEF MEDICAL OFFICER

    Total calculated
    $583,830
    From this org
    $583,830
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $583,830
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $583,830

  • Jessica L Cummings

    CHIEF LEGAL AND COMPLIANCE OFFICER

    Total calculated
    $287,213
    From this org
    $287,213
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $287,213
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $287,213

  • Forrest Moore

    CHIEF STRATEGY AND INNOVATION OFFICER

    Total calculated
    $124,292
    From this org
    $124,292
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $124,292
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $124,292

  • Mary Martin

    CHIEF FINANCIAL OFFICER

    Total calculated
    $365,195
    From this org
    $365,195
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $365,195
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $365,195

  • Audrey Anewishki Pennington

    CHIEF OPERATING OFFICER

    Total calculated
    $450,394
    From this org
    $450,394
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $450,394
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $450,394

  • Keith Tyrka

    CHIEF INFORMATION OFFICER

    Total calculated
    $121,758
    From this org
    $121,758
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $121,758
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $121,758

  • Saisha Gupta

    DIRECTOR

    Total calculated
    $258,369
    From this org
    $258,369
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

    Schedule J breakdown matched by us

    Base
    $258,369
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $258,369

  • Sherrie Godbolt

    DIRECTOR

    Total calculated
    $255,753
    From this org
    $255,753
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

    Schedule J breakdown matched by us

    Base
    $255,753
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $255,753

  • Tanmoy Chandra

    DIRECTOR

    Total calculated
    $262,619
    From this org
    $262,619
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

    Schedule J breakdown matched by us

    Base
    $262,619
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $262,619

  • Tamara Lim

    DIRECTOR

    Total calculated
    $279,998
    From this org
    $279,998
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

    Schedule J breakdown matched by us

    Base
    $279,998
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $279,998

  • Veronica Latory Murphy

    DIRECTOR

    Total calculated
    $280,929
    From this org
    $280,929
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

    Schedule J breakdown matched by us

    Base
    $280,929
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $280,929

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • CHRYSALIS CONSULTING INC

    C · CONSULTING · IL · 100% owned

    Directly controlled by AUNT MARTHA'S HEALTH AND WELLNESS INC

Provenance

Return type
form_990
Tax year
2023
Filed
30 April 2025
IRS schema version
2023v6.0
Source object
202531359349316053

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