2023-10-02T13:47:17-05:00 2022-11-30 FORVIS LLP 910 E ST LOUIS 200/PO BOX 1190 SPRINGFIELD MO 658062523 990 2021-12-01 200368759 STIGLER HEALTH & WELLNESS CENTER INC % STEPHANIE LONG STIG 9189673368 1505 E MAIN STREET STIGLER OK 74462 TERESA HUGGINS CEO 4178317283 2023-07-13 true TERESA HUGGINS 999009999 Krystal K Creach P01248198 4178658701 3 2021 2023-04-26 12:10:37Z TERESA HUGGINS CEO 1505 E MAIN ST STIGLER OK 74462 56311162 false X HEALTHWELLNESSOK.COM X 2003 OK SHWC PROVIDED SERVICES VIA 31 SITES. AN ESTIMATED 30,571 PEOPLE RECEIVED MEDICAL, DENTAL, OPTOMETRY, MENTAL, AND RECOVERY SERVICES, EDUCATION, AND FILLED 211,000 RX. 14 14 470 15 11232686 0 11367155 14438721 37728937 41697290 136896 141165 2151307 31134 51384295 56308310 0 0 0 0 17753083 22496253 0 0 0 20848264 24515231 38601347 47011484 12782948 9296826 52785536 60435225 13986745 12218652 38798791 48216573 INVESTING IN OUR COMMUNITIES, IMPROVING QUALITY OF LIFE, AND PROVIDING COMPREHENSIVE SERVICES. false false 37826176 41697290 SHWC PROVIDES PHYSICIAN AND RELATED HEALTH CARE SERVICES AS WELL AS EARLY CHILDHOOD EDUCATION SERVICES VIA ITS MULTIPLE SITES. APPROXIMATELY 22,902 PEOPLE RECEIVED MEDICAL CARE, 3,032 PEOPLE RECEIVED DENTAL CARE, 6,890 PEOPLE RECEIVED MENTAL HEALTH CARE, 547 PEOPLE RECEIVED SUBSTANCE USE DISORDER CARE, 4,206 PEOPLE RECEIVED VISION CARE, 7,127 RECEIVED ENABLING SERVICES, 388 CHILDREN RECEIVED EDUCATION SERVICES, AND 211,000 PRESCRIPTIONS WERE FILLED DURING THE YEAR AT ONE OF OUR THREE PHARMACIES. IN ADDITION 13,732 PRESCRIPTIONS WERE FILLED AT ONE OF OUR CONTRACT PHARMACIES. 37826176 true true false true false false false false false false true false false false false false false true false false false false false false false false false false false true false false false false false false false false true false false false false true true true false false true 12 0 true 470 true true true false false false false false false false false false false false X 14 14 false false false false false false false true true false false true true true true true true true false false OK X X STEPHANIE LONG 9189673368 1505 E MAIN ST STIGLER OK 74462 ERIC BROADWAY PSYCHIATRIST 40.0 0.0 X 437317 0 22258 JEREMY ROACH OPTOMETRY DIRECTOR 36.0 0.0 X 262545 0 21505 ANTON HOANG DENTAL DIRECTOR END 01/22 40.0 0.0 X 217205 0 22929 TERESA HUGGINS CEO 40.0 0.0 X 216731 0 20022 GINA CLARK PHYSICIAN 40.0 0.0 X 200503 0 25758 JENNY SCOUFOS CHIEF MEDICAL OFFICER 40.0 0.0 X 211858 0 12514 BROOKE LATTIMORE COO 40.0 0.0 X 159332 0 18092 STEPHANIE LONG CFO 40.0 0.0 X 157381 0 9845 ERIKA MARTENS BOARD PRESIDENT 0.25 0.0 X X 0 0 0 MICHELLE WADE BOARD VICE PRESIDENT 0.25 0.0 X X 0 0 0 PENNIE EMBRY BOARD SECRETARY 0.25 0.0 X X 0 0 0 ROYCE ALVERSON BOARD TREASURER 0.25 0.0 X X 0 0 0 DOUG HALL BOARD MEMBER BEG 02/22 0.25 0.0 X 0 0 0 JARED ROSENBERG BOARD MEMBER BEG 03/22 0.25 0.0 X 0 0 0 KRISTIN PEERSON BOARD MEMBER 0.25 0.0 X 0 0 0 MITCH GIRTY BOARD MEMBER 0.25 0.0 X 0 0 0 PAULA DEATON BOARD MEMBER BEG 08/22 0.25 0.0 X 0 0 0 TIMOTHY TURNER BOARD MEMBER 0.25 0.0 X 0 0 0 TRISH MCBEATH BOARD MEMBER 0.25 0.0 X 0 0 0 WANDA LEATHERS BOARD MEMBER 0.25 0.0 X 0 0 0 RITA JONES BOARD MEMBER 0.25 0.0 X 0 0 0 PAT MAXWELL BOARD MEMBER 0.25 0.0 X 0 0 0 MICHELLE MOSLEY BOARD MEMBER END 03/22 0.25 0.0 X 0 0 0 1862872 0 152923 29 false true false 340B TECHNOLOGIES INC 161 GAITHER DR SUITE 201 MOUNT LAUREL NJ 08054 340B TECHNOLOGY SERV 409130 GREENWAY HEALTH LLC PO BOX 203658 DALLAS TX 753203658 EHR 361077 PHREESIA PO BOX 347810 PITTSBURG PA 152514810 TECHNOLOGY 257691 ELEVATE HEALTHCARE CONSULTANTS LLC 3811 TURTLE CREEK BLVD SUITE 850 DALLAS TX 75219 LOCUM PROVIDERS 178570 REACTION ELECTRIC LLC 909 TARBY ROAD POTEAU OK 74953 ELECTRICAL SRVCS 152390 9 13472082 966639 98723 14438721 PHARMACY REVENUE 446110 21037135 9804449 11232686 PATIENT SERVICES REVENUE 624100 20343767 20343767 MISCELLANEOUS INCOME 624100 316388 316388 41697290 144017 144017 0 0 26114 26114 0 26114 26114 2852 -2852 -2852 -2852 0 0 0 0 0 0 0 0 0 GAIN ON INV IN EQUITY INVESTEE 999999 5020 5020 5020 56308310 30464604 11232686 172299 0 0 0 0 581403 581403 0 18172896 13845372 4327524 773038 573629 199409 1612485 1097841 514644 1356431 997398 359033 0 1740 1740 271416 271416 0 0 0 1693004 1684359 8645 144870 28899 115971 1293643 905200 388443 1771418 877014 894404 0 2849129 2784350 64779 314977 229408 85569 0 150112 85210 64902 417064 175656 241408 0 1464969 644640 820329 337556 218649 118907 MEDICAL SUPPLIES & DRUGS 13520524 13520524 LICENSES, DUES, SUBSCRIPTIONS 171019 90395 80624 RECRUITING & RETENTION 113790 67632 46158 47011484 37826176 9185308 0 7398854 8060957 18551367 25382360 2618887 2683905 1531631 1250320 0 0 0 0 4422459 4385392 1609326 1803422 78024 337268 20466826 7353441 13507027 13113385 0 0 0 0 139458 328478 1626101 1436652 1302402 1653086 52785536 60435225 3635249 2975134 0 0 56629 45965 0 0 0 0 0 0 10294867 9197553 0 0 0 0 13986745 12218652 X 38644664 47431109 154127 785464 38798791 48216573 52785536 60435225 X 9296826 -21038 141994 X false true X true true true X 3991468 7062106 6200474 11367155 14438721 43059924 0 0 3991468 7062106 6200474 11367155 14438721 43059924 0 43059924 48084 130865 138085 149020 170131 636185 1020679 1020679 305183 2126492 5020 2436695 47153483 129900862 0.91319 0.89180 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false false true false SCHEDULE C, PART II-B, LINE 1(I) OTHER LOBBYING ACTIVITIES: THE ORGANIZATION PAYS DUES TO THE NATIONAL ASSOCIATION OF COMMUNITY HEALTH CENTERS (NACHC) AND THE OKLAHOMA PRIMARY CARE ASSOCIATION (OKPCA). A PORTION OF THESE DUES MAY BE USED FOR LOBBYING ACTIVITIES. HOWEVER, THE AMOUNT OR PERCENTAGE OF DUES EXPENDED BY THOSE ORGANIZATIONS FOR LOBBYING ACTIVITIES IS UNKNOWN. 426122 426122 13624149 4258315 9365834 544032 193805 350227 5273982 2901321 2372661 598541 598541 13113385 57517294 1695475 184151 1879626 55637668 670642 670642 56308310 48709811 1695475 2852 1698327 47011484 47011484 SCHEDULE D, PART X, LINE 2 UNCERTAIN TAX POSITIONS: MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. SCHEDULE D, PART XI, LINE 2D AMOUNTS INLCUDED IN LINE 1 BUT NOT ON FORM 990, PART VIII, LINE 12: $ 42,157 NET ASSETS RELEASED FROM RESTRICTION 141,994 CHANGE IN FAIR VALUE OF SWAP AGREEMENT -------- $184,151 SCHEDULE D, PART XI, LINE 4B OTHER REVENUE ON FORM 990, PART VIII, LINE 12, BUT NOT ON LINE 1: $673,494 TEMPORARILY RESTRICTED CONTRIBUTIONS (2,852) LOSS ON SALE OF EQUIPMENT --------- $670,642 SCHEDULE D, PART XII, LINE 2D OTHER EXPENSE ON LINE 1, BUT NOT ON FORM 990, PART IX, LINE 25: $ 2,852 LOSS ON SALE OF EQUIPMENT X true true X X false false false false false false false true false TERESA HUGGINS CEO 198369 0 3900 0 14462 0 10499 0 9523 0 236753 0 0 0 BROOKE LATTIMORE COO 139623 0 4900 0 14809 0 8262 0 9830 0 177424 0 0 0 STEPHANIE LONG CFO 141514 0 4600 0 11267 0 7693 0 2152 0 167226 0 0 0 ERIC BROADWAY PSYCHIATRIST 391350 0 8790 0 37177 0 10672 0 11586 0 459575 0 0 0 ANTON HOANG DENTAL DIRECTOR END 01/22 197679 0 4717 0 14809 0 10958 0 11971 0 240134 0 0 0 JEREMY ROACH OPTOMETRY DIRECTOR 239387 0 7639 0 15519 0 11938 0 9567 0 284050 0 0 0 GINA CLARK PHYSICIAN 191884 0 8587 0 32 0 10141 0 15617 0 226261 0 0 0 JENNY SCOUFOS CHIEF MEDICAL OFFICER 191957 0 8718 0 11183 0 10675 0 1839 0 224372 0 0 0 SCHEDULE J, PART I, LINE 1A GYM MEMBERSHIPS ARE OFFERED TO ALL EMPLOYEES ON A REIMBURSEMENT BASIS FOR UP TO $50/PERSON/MONTH. THIS BENEFIT ENDS 03/31/23. SCHEDULE J, PART II, COLUMN (B)(II) BONUS & INCENTIVE COMPENSATION: (1) PER PROVIDER CONTRACTS, PROVIDERS ARE ELIGIBLE TO EARN A BONUS EACH MONTH BASED ON A SET CALCULATION FOR VISITS OVER A MONTHLY GOAL AMOUNT. (2) PER POLICY, PATIENT ACCESS CENTER STAFF ARE ELIGIBLE TO RECEIVE MONTHLY BONUSES BASED ON A SET CALCULATION FOR WORKING PATIENT ACCOUNTS IN COLLECTION OR BAD DEBT WRITE-OFFS. X 1 69918 COST X MATERIALS 1 28805 COST false false false SCHEDULE M, PART I, COLUMN B NUMBER OF CONTRIBUTIONS: AMOUNTS LISTED REPRESENT THE NUMBER OF DONORS FOR EACH TYPE OF PROPERTY. FORM 990, PART VI, SECTION A, LINE 4 SIGNIFICANT CHANGES TO BYLAWS: THE FOLLOWING CHANGES WERE MADE TO THE ORGANIZATION'S BYLAWS: - THE FOLLOWING DEFINITIONS WERE ADDED AS TO THE TYPES OF DIRECTORS AND THEIR QUALIFICATIONS: CONSUMER DIRECTOR: SHALL HAVE RECEIVED AT LEAST ONE OF THE CORPORATIONS SERVICES WITHIN THE PAST TWENTY-FOUR MONTHS THAT GENERATED A HEALTH VISIT, WHERE BOTH THE SERVICE AND SITE AT WHICH THE SERVICE WAS PROVIDED ARE INCLUDED IN THE CORPORATION'S HRSA-APPROVED SCOPE OF PROJECT. A LEGAL GUARDIAN OF A CONSUMER WHO IS A DEPENDENT CHILD OR ADULT, A LEGAL SPONSOR OF AN IMMIGRANT WHO IS A CONSUMER, OR A PERSON WHO HAS LEGAL AUTHORITY TO MAKE HEALTH CARE DECISIONS FOR A CONSUMER MAY BE CONSIDERED A "CONSUMER" FOR PURPOSES OF BOARD REPRESENTATION. NON-CONSUMER DIRECTOR: SHALL BE DEFINED AS LIVING, WORKING IN OR HAVING A DEMONSTRABLE CONNECTION TO SUCH COMMUNITY(S), AND SHALL BE SELECTED FOR THEIR EXPERTISE IN AREAS SUCH AS COMMUNITY AFFAIRS, HEALTH, FINANCE AND BANKING, LEGAL AFFAIRS, TRADE UNIONS, SOCIAL SERVICES, BUSINESS, MANAGEMENT AND LOCAL GOVERNMENT. HEALTH CARE INDUSTRY REPRESENTATIVES: HEALTH CARE INDUSTRY INCLUDES BOTH PRIVATE AND PUBLIC SECTORS THAT PROVIDE HEALTH CARE-RELATED SERVICES, GOODS AND ITEMS TO TREAT PATIENTS, INCLUDING WITHOUT LIMITATION, PROVIDERS OF PRIMARY, SECONDARY AND TERTIARY HEALTH CARE AND ANCILLARY SERVICES AND THE PHARMACEUTICAL, HEALTH INSURANCE, AND MEDICAL EQUIPMENT SECTORS - THE FOLLOWING QUALIFICATIONS FOR DIRECTORS WAS ADDED: 1) TO THE EXTENT THAT THE CORPORATION RECEIVES FUNDING UNDER SECTION 330(G), (H) AND/OR (I) OF THE PUBLIC HEALTH SERVICE ACT, THE BOARD SHALL INCLUDE APPROPRIATE REPRESENTATION FROM EACH OF THE SPECIAL POPULATIONS FOR WHICH THE CORPORATION RECEIVES SUCH FUNDING, CONSISTENT WITH THE THEN CURRENT POLICIES OF THE HEALTH RESOURCES AND SERVICES ADMINISTRATION (HRSA). (2) NO MEMBER OF THE BOARD OF DIRECTORS SHALL BE AN EMPLOYEE OF THE CORPORATION, OR AN IMMEDIATE FAMILY MEMBER (SPOUSE, CHILD, PARENT, BROTHER OR SISTER, BY BLOOD, MARRIAGE OR ADOPTION) OF SUCH AN EMPLOYEE. - VACANCIES MAY BE FILLED BY A MAJORITY OF THE DIRECTORS. NO OTHER INDIVIDUALS(S), ENTITY(S), OR COMMITTEE(S) SHALL BE PERMITTED TO SELECT A MAJORITY OF THE TOTAL BOARD MEMBERS OR A MAJORITY OF THE NON-CONSUMER BOARD MEMBERS, NOR SHALL ANY OTHER INDIVIDUALS(S), ENTITY(S), OR COMMITTEE(S) PRECLUDE THE SELECTION OF MEMBERS NOT APPOINTED BY SUCH PARTY. - CAUSE FOR REMOVAL FROM THE BOARD OF DIRECTORS MAY INCLUDE, BUT IS NOT LIMITED TO, THE FOLLOWING: (I) FAILURE TO MEET THE ATTENDANCE REQUIREMENTS SET FORTH IN ARTICLE IV, SECTION E OF THESE BYLAWS; (II) TAKING ACTIONS THAT VIOLATE THE CORPORATION'S CONFLICT OF INTEREST POLICY OR ARE CONTRARY TO THE BEST INTERESTS OF THE CORPORATION AS DETERMINED BY THE BOARD; AND (III) BEING EXCLUDED OR SUSPENDED FROM ANY FEDERAL OR STATE HEALTH CARE PROGRAMS. ANY SUCH RESIGNATION OR REMOVAL SHALL TAKE EFFECT AT THE TIME SPECIFIED THEREIN. NO OTHER INDIVIDUALS(S), ENTITY(S), OR COMMITTEE(S) CAN REQUIRE THE REMOVAL OF ANY BOARD MEMBER NOT APPOINTED BY SUCH INDIVIDUALS(S), ENTITY(S), OR COMMITTEE(S). - THE FOLLOWING CHANGES WERE MADE TO MONTHLY MEETING REQUIREMENTS. (1) AS TO ATTENDANCE, OFFICERS MUST MAINTAIN AN ATTENDANCE OF >75% (PREVIOUSLY 70%) (2) AS TO NOTIFICATION, A LETTER WILL BE SENT AFTER 3 ABSENCES (PREVIOUSLY 2 ABSENCES) - IN THE EVENT THAT A MEETING OF THE BOARD OR OF ANY COMMITTEE DESIGNATED BY THE BOARD IS CONDUCTED FULLY THROUGH SUCH TELEPHONIC OR ELECTRONIC/VIRTUAL MEANS, ADVANCE WRITTEN NOTICE OF THE METHODOLOGY USED TO CONDUCT SUCH MEETING MUST BE PROVIDED IN ACCORDANCE WITH ARTICLE IV, SECTION J OF THESE BYLAWS. - MINUTES, INCLUDING A RECORD OF ATTENDANCE AND DOCUMENTATION AND VERIFICATION OF MAJOR ACTIONS AND DECISIONS BY THE BOARD, SHALL BE MAINTAINED OF ALL MEETINGS OF THE BOARD OF DIRECTORS, WHICH MINUTES SHALL BE SIGNED BY THE SECRETARY OR THEIR DESIGNEE, APPROVED BY THE BOARD AT A SUBSEQUENT MEETING, AND RETAINED AT THE OFFICE OF THE CORPORATION. - EXECUTIVE SESSIONS MAY BE HELD FOR SUCH PURPOSES INCLUDING, BUT NOT LIMITED TO, DISCUSSION OF LITIGATION (ACTUAL OR THREATENED), EVALUATION OF PERSONNEL OR DISCUSSION OF PERSONNEL ISSUES, OR RECEIPT OF THE RESULTS OF AN ANNUAL AUDIT. THE CHIEF EXECUTIVE OFFICER SHALL PARTICIPATE IN EXECUTIVE SESSIONS OF THE BOARD UNLESS THE BOARD REQUESTS THE CHIEF EXECUTIVE OFFICER'S ABSENCE. THE PRESIDENT OF THE BOARD MAY INVITE SUCH OTHER PERSONS AS THEY DEEM APPROPRIATE TO ATTEND AN EXECUTIVE SESSION. UNLESS INVITED BY THE PRESIDENT TO ATTEND, THE PUBLIC AND STAFF PERSONNEL WILL BE EXCLUDED FROM EXECUTIVE EXCEPT WHEN THEIR PRESENCE IS NECESSARY TO GIVE TESTIMONY OR ADVICE, AFTER WHICH THEY WILL BE EXCUSED. - AS TO THE OFFICE OF THE PRESIDENT: NO OTHER INDIVIDUALS(S), ENTITY(S), OR COMMITTEE(S) SHALL SELECT THE PRESIDENT OF THE BOARD; NOR SHALL ANY PERSON APPOINTED BY ANY OTHER INDIVIDUALS(S), ENTITY(S), OR COMMITTEE(S) SERVE AS PRESIDENT. FORM 990, PART VI, SECTION B, LINE 11B REVIEW OF THE FORM 990: THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM BASED ON THE AUDITED FINANCIAL STATEMENTS AND INFORMATION PROVIDED BY THE ACCOUNTING DEPARTMENT OF THE ORGANIZATION. PRIOR TO FILING, THE DRAFT OF THE FORM 990 IS EMAILED TO BOARD MEMBERS AND FINAL COPY OF THE FORM 990 IS APPROVED AT THE BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICY: THE PURPOSES OF THE CORPORATION SHALL BE THOSE NON-PROFIT PURPOSES STATED IN THE ARTICLES OF INCORPORATION, AS THEY MAY BE AMENDED. NO PART OF THE NET EARNINGS OR OTHER ASSETS OF THE CORPORATION SHALL INURE TO THE BENEFIT OF, BE DISTRIBUTED TO OR AMONG, OR REVERT TO, ANY DIRECTOR, OFFICER, CONTRIBUTOR OR OTHER PRIVATE INDIVIDUAL HAVING, DIRECTLY OR INDIRECTLY, ANY PERSONAL OR PRIVATE INTEREST IN THE ACTIVITIES OF THE CORPORATION, EXCEPT THAT THE CORPORATION MAY PAY REASONABLE COMPENSATION FOR SERVICES RENDERED AND MAY MAKE PAYMENTS AND DISTRIBUTIONS IN FURTHERANCE OF THE NON-PROFIT PURPOSES STATED IN THE ARTICLES OF INCORPORATION. AT NO TIME SHALL ANY BOARD MEMBER BE AN EMPLOYEE OF THE CORPORATION. ALSO AT NO TIME SHALL THE SPOUSE, CHILD, PARENT, BROTHER, OR SISTER BY BLOOD OR MARRIAGE OF A BOARD MEMBER BE AN EMPLOYEE OF THE CORPORATION. ANNUALLY SHWC BOARD MEMBERS COMPLETE A SURVEY DESIGNED TO BRING TO LIGHT ANY CONFLICTS OF INTEREST. IF A CONFLICT SHOULD ARISE, THEN THE BOARD MEMBER WOULD ABSTAIN FROM VOTING. FORM 990, PART VI, SECTION B, LINE 15A CEO COMPENSATION DETERMINATION: THE CEO'S SALARY MAY BE ADJUSTED BY THE BOARD OF DIRECTORS ANNUALLY DURING THE ANNUAL EMPLOYEE EVALUATION PERIOD. THE COMPENSATION IS COMPARED WITH OTHER DIRECTORS' SALARIES IN OKLAHOMA AND AGAINST NACHC'S SALARIES AND BENEFITS SURVEY. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENT DISCLOSURE: THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. IF REQUESTED, THE PERSON WILL BE ASKED TO REVIEW THE DOCUMENTS ON SITE. FORM 990, PART XI, LINE 9 OTHER CHANGE IN NET ASSETS: $ 141,994 CHANGE IN FAIR VALUE OF INTEREST RATE SWAP HWC REAL ESTATE HOLDING COMPANY INC 1505 E MAIN ST STIGLER OK 74462 852874892 SUPPORT SHWC OK 501(C)(3) 12BII SHWC true HWC FOUNDATION 1505 E MAIN ST STIGLER OK 74462 873376340 FOUNDATION OK 501(C)(3) 7 SHWC true false false false true false false false false false false true false true false false true false false false HWC REAL ESTATE HOLDING COMPANY INC P 76933 FMV HWC REAL ESTATE HOLDING COMPANY INC K 600000 FMV HWC REAL ESTATE HOLDING COMPANY INC D 87533 FMV