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Nonprofiteer
← ST JAMES HEALTH AND WELLNESS INC

Form 990 for tax year 2023

Filed by ST JAMES HEALTH AND WELLNESS INC.

Totals

Total revenue
$8,145,792
Total expenses
$8,167,354
Contributions and grants received
$3,897,366
Grants paid
$0
Program service revenue
$4,195,339
Investment income
$53,087
Other revenue
$0
Total assets, end of year
$7,541,048
Total liabilities, end of year
$472,433
Net assets or fund balances, end of year
$7,068,615
Program services expenses (Part IX)
$5,658,341
Management and general expenses
$2,509,013
Fundraising expenses
$0
Program service expenses (Part III)
$5,658,341

Program services were 69.3% 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)

    $3,772,146

  • 1f · All other contributions, gifts and grants

    $125,220

  • 1g · Noncash contributions included above

    $28,397

  • 2a · Program service revenue: PATIENT FEES

    total $4,195,339 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $53,087 · unrelated business $0 · excluded $53,087

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $533,623 · program services $357,227 · management and general $176,396 · fundraising $0

  • 7 · Other salaries and wages

    total $3,717,585 · program services $2,488,691 · management and general $1,228,894 · fundraising $0

  • 8 · Pension plan contributions

    total $118,976 · program services $79,647 · management and general $39,329 · fundraising $0

  • 9 · Other employee benefits

    total $440,985 · program services $295,212 · management and general $145,773 · fundraising $0

  • 10 · Payroll taxes

    total $309,753 · program services $207,360 · management and general $102,393 · fundraising $0

  • 11c · Fees: accounting

    total $46,487 · program services $0 · management and general $46,487 · fundraising $0

  • 11g · Fees: other

    total $657,235 · program services $630,438 · management and general $26,797 · fundraising $0

  • 12 · Advertising and promotion

    total $2,554 · program services $2,554 · management and general $0 · fundraising $0

  • 13 · Office expenses

    total $411,604 · program services $132,038 · management and general $279,566 · fundraising $0

  • 14 · Information technology

    total $382,355 · program services $80,956 · management and general $301,399 · fundraising $0

  • 16 · Occupancy

    total $98,967 · program services $75,869 · management and general $23,098 · fundraising $0

  • 17 · Travel

    total $137,510 · program services $52,111 · management and general $85,399 · fundraising $0

  • 22 · Depreciation, depletion and amortization

    total $206,687 · program services $165,697 · management and general $40,990 · fundraising $0

  • 23 · Insurance

    total $100,476 · program services $87,984 · management and general $12,492 · fundraising $0

  • 24a · Other expenses: CONTRACT 340B ADMIN & DISPENSING FEES

    total $50,412 · program services $50,412 · management and general $0 · fundraising $0

  • 24b · Other expenses: CONTRACTED PHYSICIAN SERVICES

    total $417,821 · program services $417,821 · management and general $0 · fundraising $0

  • 24c · Other expenses: DRUGS & MEDICAL SUPPLIES

    total $534,324 · program services $534,324 · management and general $0 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,666,751 · end of year $420,021

  • 2 · Savings and temporary cash investments

    beginning of year $2,001,281 · end of year $1,398,853

  • 3 · Pledges and grants receivable

    beginning of year $234,612 · end of year $90,005

  • 4 · Accounts receivable

    beginning of year $363,181 · end of year $901,834

  • 9 · Prepaid expenses and deferred charges

    beginning of year $130,193 · end of year $141,253

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

    $5,247,310

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

    $2,543,586

  • 10c · Land, buildings and equipment, net

    beginning of year $2,736,387 · end of year $2,703,724

  • 11 · Investments: publicly traded securities

    end of year $1,533,499

  • 13 · Investments: program-related

    beginning of year $141,035 · end of year $182,384

  • 14 · Intangible assets

    beginning of year $40,417 · end of year $15,417

  • 15 · Other assets

    end of year $154,058

  • 17 · Accounts payable and accrued expenses

    beginning of year $330,829 · end of year $318,000

  • 25 · Other liabilities

    end of year $154,433

  • 27 · Net assets without donor restrictions

    beginning of year $6,894,257 · end of year $7,067,115

  • 28 · Net assets with donor restrictions

    beginning of year $88,771 · end of year $1,500

Mission and programs · 2023

Mission

THE ORGANIZATION PROVIDES HEALTH CARE TO INDIVIDUALS REGARDLESS OF THEIR ABILITY TO PAY. THIS IS A DIRECT FULFILLMENT OF THEIR TAX EXEMPT PURPOSE.

  • THE ORGANIZATION PROVIDES HEALTH CARE REGARDLESS OF INDIVIDUALS ABILITY TO PAY. THESE MEDICAL SERVICES ARE PROVIDED IN AREAS THAT HAVE A SHORTAGE OF HEALTH CARE PROVIDERS. THIS IS A DIRECT FULFILLMENT OF THEIR TAX EXEMPT PURPOSE. OVER 26,200 VISITS WERE PROVIDED DURING THE YEAR.

    Expenses $5,658,341 · Revenue $4,195,339

As filed on the 2023 return.

Listed in Part VII

  • Jocelyn Danhoff

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Joyce Cox-Holmes

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Evelyn Grayson

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Gilmore McManus

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Larry Mellichamp

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Hessie Richard

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Joann Thompson

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Earnestine Williams

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Dr Sandra Reid Bigelow

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Margie Poaches

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Sandra Gilliard

    CHIEF EXECUTIVE OFFICER

    Total calculated
    $175,154
    From this org
    $162,842
    From related orgs
    $0
    Other
    $12,312
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $162,842
    Bonus
    $0
    Other
    $0
    Deferred
    $4,987
    Nontaxable benefits
    $7,325
    Filer's total
    $175,154

  • Julie Norton Dew

    CHIEF FINANCIAL OFFICER

    Total calculated
    $99,320
    From this org
    $78,979
    From related orgs
    $0
    Other
    $20,341
    Hours/week
    40

  • Sherry Stokes

    CHIEF OPERATIONAL OFFICER

    Total calculated
    $75,554
    From this org
    $65,093
    From related orgs
    $0
    Other
    $10,461
    Hours/week
    40

  • Lillianne Lewis Debnam

    CHIEF MEDICAL DIRECTOR

    Total calculated
    $254,860
    From this org
    $228,700
    From related orgs
    $0
    Other
    $26,160
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $228,700
    Bonus
    $0
    Other
    $0
    Deferred
    $7,086
    Nontaxable benefits
    $19,074
    Filer's total
    $254,860

  • Alfred Daniels

    PHYSICIAN

    Total calculated
    $174,021
    From this org
    $168,921
    From related orgs
    $0
    Other
    $5,100
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $168,921
    Bonus
    $0
    Other
    $0
    Deferred
    $5,100
    Nontaxable benefits
    $0
    Filer's total
    $174,021

  • Robert Treece

    PHYSICIAN

    Total calculated
    $142,009
    From this org
    $125,381
    From related orgs
    $0
    Other
    $16,628
    Hours/week
    40

  • Elizabeth Ball

    NURSE PRACTITIONER

    Total calculated
    $133,963
    From this org
    $117,776
    From related orgs
    $0
    Other
    $16,187
    Hours/week
    40

  • Kayla Smith

    PHYSICIAN ASSISTANT

    Total calculated
    $127,966
    From this org
    $113,028
    From related orgs
    $0
    Other
    $14,938
    Hours/week
    40

  • Natasha Colvin

    CLINICAL PHARMACIST

    Total calculated
    $131,709
    From this org
    $115,833
    From related orgs
    $0
    Other
    $15,876
    Hours/week
    40

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

  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

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.

Provenance

Return type
form_990
Tax year
2023
Filed
3 July 2024
IRS schema version
2023v5.1
Source object
202441859349301044

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