2022-10-17T10:41:53-05:00 2021-11-30 FORVIS LLP 910 E ST LOUIS 200/PO BOX 1190 SPRINGFIELD MO 658062523 990 2020-12-01 200368759 STIGLER HEALTH & WELLNESS CENTER INC % STEPHANIE LONG STIG 9189673368 1505 E MAIN STREET STIGLER OK 74462 TERESA HUGGINS CEO 4178317283 2022-10-17 true STEPHANIE LONG 999009999 Krystal K Creach P01248198 4178658701 3 2020 2022-09-23 18:48:47Z TERESA HUGGINS CEO 1505 E MAIN ST STIGLER OK 74462 51397215 false X HEALTHWELLNESSOK.COM X 2003 OK SHWC PROVIDED SERVICES VIA 31 SITES. AN ESTIMATED 34,253 PEOPLE RECEIVED MEDICAL, DENTAL, OPTOMETRY, MENTAL, AND RECOVERY SERVICES, EDUCATION, AND FILLED 212,098 RX. 13 13 311 13 1082920 1020679 6200474 11367155 28520865 37728937 111619 136896 331649 2151307 35164607 51384295 175000 0 0 0 15602253 17753083 0 0 0 15676254 20848264 31453507 38601347 3711100 12782948 42911295 52785536 16697043 13986745 26214252 38798791 X INVESTING IN OUR COMMUNITIES, IMPROVING QUALITY OF LIFE, AND PROVIDING COMPREHENSIVE SERVICES. true false 31435435 37728937 SHWC PROVIDES PHYSICIAN AND RELATED HEALTH CARE SERVICES AS WELL AS EARLY CHILDHOOD EDUCATION SERVICES VIA ITS MULTIPLE SITES. APPROXIMATELY 27,431 PEOPLE RECEIVED MEDICAL CARE, 3,193 PEOPLE RECEIVED DENTAL CARE, 6,727 PEOPLE RECEIVED MENTAL HEALTH CARE, 1,251 PEOPLE RECEIVED SUBSTANCE USE DISORDER CARE, 4,026 PEOPLE RECEIVED OPTOMETRIC CARE, 4,348 RECEIVED ENABLING SERVICES, 394 CHILDREN RECEIVED EDUCATION SERVICES, AND 212,098 PRESCRIPTIONS WERE FILLED DURING THE YEAR AT ONE OF OUR THREE PHARMACIES. IN ADDITION 17,937 PRESCRIPTIONS WERE FILLED AT ONE OF OUR CONTRACT PHARMACIES. 31435435 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 311 true true true false false false false false false false false false false false X 13 13 false false false false false false false true true false false true true true true true true true false false OK X STEPHANIE LONG 9189673368 1505 E MAIN ST STIGLER OK 74462 ERIC BROADWAY PSYCHIATRIST 40.0 0.0 X 418646 0 17647 JEREMY ROACH OPTOMETRY DIRECTOR 36.0 0.0 X 243820 0 16379 ANTON HOANG DENTAL DIRECTOR 40.0 0.0 X 202587 0 14843 GINA CLARK MD 40.0 0.0 X 191348 0 14425 TERESA HUGGINS CEO 40.0 0.0 X 186301 0 18701 JENNIFER SCOUFOS CMO/MD 40.0 0.0 X 192924 0 9178 BROOKE LATTIMORE COO 40.0 0.0 X 162898 0 12899 STEPHANIE LONG CFO 40.0 0.0 X 141640 0 6947 ERIKA MARTENS BOARD PRESIDENT 0.25 0.0 X X 0 0 0 KERI LAWSON BOARD MEMBER END 03/21 0.25 0.0 X 0 0 0 KRISTIN PEERSON BOARD MEMBER 0.25 0.0 X 0 0 0 MICHELLE MOSLEY BOARD MEMBER 0.25 0.0 X 0 0 0 MICHELLE WADE BOARD VICE PRESIDENT 0.25 0.0 X X 0 0 0 MITCH GIRTY BOARD MEMBER 0.25 0.0 X 0 0 0 NEDRA MCCOY BOARD MEMBER END 07/21 0.25 0.0 X 0 0 0 PAT MAXWELL BOARD MEMBER 0.25 0.0 X 0 0 0 RANDY GRAVES BOARD MEMBER END 07/21 0.25 0.0 X 0 0 0 RITA JONES BOARD MEMBER 0.25 0.0 X 0 0 0 ROYCE ALVERSON BOARD TREASURER 0.25 0.0 X X 0 0 0 TRISH MCBEATH BOARD MEMBER 0.25 0.0 X 0 0 0 TIM TURNER BOARD MEMBER BEG 06/21 0.25 0.0 X 0 0 0 APRIL WILLIAMS BOARD MEMBER BEG 09/21 0.25 0.0 X 0 0 0 WANDA LEATHERS BOARD MEMBER 0.25 0.0 X 0 0 0 WILLIAM SELF BOARD MEMBER END 05/21 0.25 0.0 X 0 0 0 PENNIE EMBRY BOARD SECRETARY 0.25 0.0 X X 0 0 0 1740164 0 111019 23 false true false REACTION ELECTRIC LLC 909 TARBY ROAD POTEAU OK 74953 ELECTRICAL SRVCS 563083 MCQUAY CONSTRUCTION 126 W FOLEY EUFAULA OK 74432 CONSTRUCTION SRVCS 519689 GREENWAY HEALTH LLC PO BOX 203658 DALLAS TX 75320 EHR CONSULTING 407730 ACTION AIR HEATING COOLING 415 W CHEROKEE WAGONER OK 74467 HVAC SERVICES 378513 BAKERS PLUMBING HEAT AIR PO BOX 215 HEAVENER OK 74937 PLUMBING SERVICES 352151 21 10739542 627613 102220 11367155 PHARMACY REVENUE 446110 18979613 17896693 1082920 PATIENT SERVICES REVENUE 624100 18489392 18489392 MISCELLANEOUS INCOME 624100 259932 259932 37728937 124205 124205 0 0 24815 24815 0 24815 24815 25611 12920 12691 12691 12691 0 0 0 0 0 0 0 0 0 GAIN ON INV IN EQUITY INVESTEE 999999 62792 62792 GAIN ON EXTINGUISHMENT OF DEBT 999999 2063700 2063700 2126492 51384295 36646017 1082920 2288203 0 0 0 0 509554 509554 0 14560744 11213925 3346819 433263 312423 120840 1189076 897405 291671 1060446 771801 288645 0 12541 12541 224015 224015 0 0 0 1446178 1432178 14000 132352 39571 92781 2167582 1678352 489230 0 1186309 348360 837949 0 644190 522530 121660 146785 100083 46702 0 133947 76325 57622 444175 348724 95451 0 1286641 903777 382864 253053 90213 162840 MEDICAL SUPPLIES & DRUGS 12560468 12560468 LICENSES, DUES, SUBSCRIPTIONS 195584 125574 70010 RECRUITING & RETENTION 14444 13726 718 38601347 31435435 7165912 0 6927915 7398854 11815584 18551367 678576 2618887 2192941 1531631 0 0 0 0 4422459 4422459 1434045 1609326 94544 78024 19759008 6251981 12707991 13507027 0 0 0 0 76666 139458 1750168 1626101 810406 1302402 42911295 52785536 2786979 3635249 0 0 1219354 56629 0 0 0 0 0 0 12672472 10294867 0 0 18238 0 16697043 13986745 X 26214252 38644664 0 154127 26214252 38798791 42911295 52785536 X 12782948 -256256 57847 X false true X true true true X 3904167 3991468 7062106 6200474 11367155 32525370 0 0 3904167 3991468 7062106 6200474 11367155 32525370 0 32525370 26991 48084 130865 138085 149020 493045 1020679 1020679 305183 2126492 2431675 36470769 127957123 0.89182 0.97340 X SCHEDULE A, PART II, LINE 10, COLUMN E OTHER INCOME: $ 2,063,700 GAIN ON EXTINGUISHMENT OF DEBT 62,792 GAIN ON INVESTMENT IN EQUITY INVESTEE ----------- $ 2,126,492 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. 418122 418122 14132307 3802477 10329830 544032 172855 371177 4664547 2276649 2387898 13507027 51226477 9000 9000 51217477 166818 166818 51384295 38597656 9000 -12691 -3691 38601347 38601347 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 4B OTHER REVENUE ON FORM 990, PART VIII, LINE 12, BUT NOT ON LINE 1: $ 154,127 TEMPORARILY RESTRICTED CONTRIBUTIONS 12,691 GAIN ON SALE OF EQUIPMENT --------- $ 166,818 SCHEDULE D, PART XII, LINE 2D OTHER EXPENSE ON LINE 1, BUT NOT ON FORM 990, PART IX, LINE 25: $ (12,691) GAIN ON SALE OF EQUIPMENT X true true X X false false false false false false false true false TERESA HUGGINS CEO 179259 0 3600 0 3442 0 7490 0 11211 0 205002 0 0 0 BROOKE LATTIMORE COO 143854 0 3600 0 15444 0 6635 0 6264 0 175797 0 0 0 ERIC BROADWAY PSYCHIATRIST 400284 0 10818 0 7544 0 10681 0 6966 0 436293 0 0 0 JEREMY ROACH OPTOMETRY DIRECTOR 234559 0 4149 0 5112 0 9878 0 6501 0 260199 0 0 0 ANTON HOANG DENTAL DIRECTOR 194559 0 4112 0 3916 0 8367 0 6476 0 217430 0 0 0 GINA CLARK MD 185599 0 5711 0 38 0 8047 0 6378 0 205773 0 0 0 JENNIFER SCOUFOS CMO/MD 184055 0 8869 0 0 0 7681 0 1497 0 202102 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 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 3 102220 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 III, LINE 2 NEW PROGRAM SERVICES: SHWC WAS FUNDED TO OPERATE 21 HEAD START/EARLY HEAD START SITES IN 7 COUNTIES: ADAIR, CHEROKEE, HASKELL, LATIMER, MCINTOSH, PITTSBURG, AND SEQUOYAH. 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: $ 57,847 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 false false true false false false false HWC REAL ESTATE HOLDING COMPANY INC D 340450 FMV HWC REAL ESTATE HOLDING COMPANY INC K 200000 FMV