Civic Intelligence

Aunt Martha'S Health and Wellness Inc

EIN 23-7188150 • 501(c)3 • Olympia Fields, IL

Profile

To provide counseling, placement

19990 Governors HighwayOlympia Fields, IL 60461

www. auntmarthas.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

57th percentile

0.32x

Higher debt load relative to assets than 57% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Source year 2024

Liabilities / Revenue

44th percentile

0.27x

Higher debt load relative to revenue than 44% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Source year 2024

Net Margin

66th percentile

12%

Higher net margin than 66% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Source year 2024

Top Officer Pay

84th percentile

$838,382

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 0.9% of source-year revenue.

501(c)3 • $50M-$100M nonprofits • Source year 2024

Asset Growth

83rd percentile

19%

Faster asset growth than 83% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Revenue Growth

67th percentile

17%

Faster revenue growth than 67% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Assets

Up

$82,048,532

Up $13,043,361 (+19%) from 2023

Liabilities

Up

$26,633,418

Up $1,808,360 (+7.3%) from 2023

Net Assets

Up

$55,415,114

Up $11,235,001 (+25%) from 2023

Revenue

Up

$98,333,715

Up $14,150,834 (+17%) from 2023

Expenses

Up

$86,976,222

Up $7,618,626 (+9.6%) from 2023

Net Income

Up

$11,357,493

Up $6,532,208 (+135%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$100M$50M$0Assets 2010: $29,400,987Liabilities 2010: $22,031,727Net Assets 2010: $7,369,2602010Assets 2011: $29,410,147Liabilities 2011: $20,792,135Net Assets 2011: $8,618,0122011Assets 2012: $32,152,804Liabilities 2012: $21,458,980Net Assets 2012: $10,693,8242012Assets 2013: $40,914,800Liabilities 2013: $22,226,162Net Assets 2013: $18,688,6382013Assets 2014: $42,930,199Liabilities 2014: $24,752,498Net Assets 2014: $18,177,7012014Assets 2015: $42,159,439Liabilities 2015: $23,232,799Net Assets 2015: $18,926,6402015Assets 2016: $44,065,166Liabilities 2016: $23,899,286Net Assets 2016: $20,165,8802016Assets 2018: $46,733,821Liabilities 2018: $20,658,963Net Assets 2018: $26,074,8582018Assets 2019: $49,362,889Liabilities 2019: $21,055,958Net Assets 2019: $28,306,9312019Assets 2020: $51,324,574Liabilities 2020: $20,192,810Net Assets 2020: $31,131,7642020Assets 2021: $54,790,181Liabilities 2021: $19,447,178Net Assets 2021: $35,343,0032021Assets 2022: $57,875,969Liabilities 2022: $18,675,866Net Assets 2022: $39,200,1032022Assets 2023: $69,005,171Liabilities 2023: $24,825,058Net Assets 2023: $44,180,1132023Assets 2024: $82,048,532Liabilities 2024: $26,633,418Net Assets 2024: $55,415,1142024

Highlighted filing

2024

Assets$82,048,532
Liabilities$26,633,418
Net Assets$55,415,114

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100M$50M$0-$50MExpenses 2010: $68,469,2892010Expenses 2011: $69,319,4842011Expenses 2012: $66,798,2852012Expenses 2013: $67,387,4992013Revenue 2014: $69,265,817Expenses 2014: $70,350,967Net Income 2014: -$1,085,1502014Revenue 2015: $70,754,290Expenses 2015: $70,000,077Net Income 2015: $754,2132015Revenue 2016: $62,653,186Expenses 2016: $60,877,511Net Income 2016: $1,775,6752016Revenue 2018: $62,069,895Expenses 2018: $59,171,753Net Income 2018: $2,898,1422018Revenue 2019: $65,153,889Expenses 2019: $62,611,130Net Income 2019: $2,542,7592019Revenue 2020: $72,094,807Expenses 2020: $69,560,431Net Income 2020: $2,534,3762020Revenue 2021: $76,869,739Expenses 2021: $73,026,788Net Income 2021: $3,842,9512021Revenue 2022: $78,091,001Expenses 2022: $73,676,798Net Income 2022: $4,414,2032022Revenue 2023: $84,182,881Expenses 2023: $79,357,596Net Income 2023: $4,825,2852023Revenue 2024: $98,333,715Expenses 2024: $86,976,222Net Income 2024: $11,357,4932024

Highlighted filing

2024

Revenue$98,333,715
Expenses$86,976,222
Net Income$11,357,493

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$82.0$26.6$55.4$98.3$87.0$11.4
2023Detailed filing. Detailed filing data is available for this year.$69.0$24.8$44.2$84.2$79.4$4.83
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$57.9$18.7$39.2$78.1$73.7$4.41
2021Detailed filing. Detailed filing data is available for this year.$54.8$19.4$35.3$76.9$73.0$3.84
2020Detailed filing. Detailed filing data is available for this year.$51.3$20.2$31.1$72.1$69.6$2.53
2019Detailed filing. Detailed filing data is available for this year.$49.4$21.1$28.3$65.2$62.6$2.54
2018Detailed filing. Detailed filing data is available for this year.$46.7$20.7$26.1$62.1$59.2$2.90
2016Detailed filing. Detailed filing data is available for this year.$44.1$23.9$20.2$62.7$60.9$1.78
2015Detailed filing. Detailed filing data is available for this year.$42.2$23.2$18.9$70.8$70.0$0.75
2014Detailed filing. Detailed filing data is available for this year.$42.9$24.8$18.2$69.3$70.4$1.09
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$40.9$22.2$18.7$67.4
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$32.2$21.5$10.7$66.8
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$29.4$20.8$8.62$69.3
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$29.4$22.0$7.37$68.5
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Apr 30, 2025
Return Version
2023v6.0
Gross Receipts
$98,333,715
Mission and Program Overview

Mission

Driven by innovation, integration, and care coordination, aunt martha's health and wellness is committed to providing an exceptional, unique, and comprehensive patient experience.

Driven by innovation, integration, and care coordination, aunt marthas health and wellness is committed to providing an exceptional, unique, and comprehensive patient experience.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$24,671,821$35,352,202▲ $10,680,381
Land, Buildings, and Equipment, Net$18,118,512$17,931,478▼ $187,034
Accounts Receivable$14,129,806$14,364,371▲ $234,565
Investments Other Securities$3,280,569$6,405,562▲ $3,124,993
Prepaid Expenses and Deferred Charges$2,528,017$1,112,908▼ $1,415,109
Total Assets$64,643,791$82,048,532▲ $17,404,741
Other Assets Total$1,915,066$6,882,011▲ $4,966,945
Liabilities
Tax Exempt Bond Liabilities$5,683,453$9,162,242▲ $3,478,789
Other Liabilities$954,488$6,410,831▲ $5,456,343
Accounts Payable and Accrued Expenses$9,242,536$5,425,156▼ $3,817,380
Mortgage Notes Payable Secured by Investment Property$4,250,754$3,927,426▼ $323,328
Deferred Revenue$318,484$1,707,763▲ $1,389,279
Total Liabilities$20,449,715$26,633,418▲ $6,183,703
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$43,783,096$55,034,135▲ $11,251,039
Net Assets With Donor Restrictions$410,980$380,979▼ $30,001
Total Net Assets Fund Balance$44,194,076$55,415,114▲ $11,221,038
Total Liabilities and Net Assets / Fund Balance$64,643,791$82,048,532▲ $17,404,741

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$14,167,620$14,267,032$28,434,652
Leasehold Improvements$1,021,056$2,736,714$3,757,770
Land$2,021,547-$2,021,547
Other Land Buildings$643,854$343,326$987,180
Equipment$77,401$732,358$809,759
Other Assets Org$5,528,156--
Financial Derivatives$6,405,562--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$536,916---$536,916
2022$536,916---$536,916
2021$536,916---$536,916
2020$536,916---$536,916
2019$536,916---$536,916
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Raul GarzaChief Executive OfficerFT$838,382$838,382
Raul Garza--$838,382$838,382
Charles K BarronChief Medical OfficerFT$583,830$583,830
Charles K Barron--$583,830$583,830
Audrey Anewishki PenningtonChief Operating OfficerFT$450,394$450,394
Audrey Anewishki Pennington--$450,394$450,394
Mary MartinChief Financial OfficerFT$365,195$365,195
Mary Martin--$365,195$365,195
Jessica L CummingsChief Legal and Compliance OfficerFT$287,213$287,213
Jessica L Cummings--$287,213$287,213
Veronica Latory MurphyDirector-$280,929$280,929
Veronica Latory Murphy--$280,929$280,929
Tamara LimDirector-$279,998$279,998
Tamara Lim--$279,998$279,998
Tanmoy ChandraDirector-$262,619$262,619
Tanmoy Chandra--$262,619$262,619
Saisha GuptaDirector-$258,369$258,369
Saisha Gupta--$258,369$258,369
Sherrie GodboltDirector-$255,753$255,753
Sherrie Godbolt--$255,753$255,753
Forrest MooreChief Strategy and Innovation OfficerFT$124,292$124,292
Forrest Moore--$124,292$124,292
Keith TyrkaChief Information OfficerFT$121,758$121,758
Keith Tyrka--$121,758$121,758

Board Members and Trustees

Highest Paid Contractors

ContractorServicesLocationCompensation
A-alert Security ServicesSecurity Services6160 N CICERO AVE SUITE 301, Chicago, IL 60646$3,211,356
Gdi Integrated Facility ServicesCleaning ServicesPO BOX 95724, Chicago, IL 60694$465,508
Khan AsraOb/gyn Physician1160 S FAIRFIELD AVE, Lolbard, IL 60148$459,328
Stark Security INCSecurity Services935 WEST CHESTNUT ST, Chicago, IL 60642$452,978
Bradshaw JoiPhysician18840 CAP COURT, Country Club Hill, IL 60478$339,199
Revenue and Support

Revenue Composition

Contributions and Grants
$89,364,626
Program Service Revenue
$7,862,634
Investment Income
$968,598
Other Revenue
$137,857
All Other Contributions
$9,429,079
Change in Net Assets
$11,357,493

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeReported Amount
Other Non Cash Contri Table$28,920
Total Noncash Contributions$28,920

Audited Revenue Reconciliation

Revenue per Audited Statements
$98,333,715
Revenue Not Reported on Form 990
$-13,960
Total Revenue per Audited Statements
$98,319,755
Total Revenue per Form 990
$98,333,715
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$52,652,320
Other Expenses$34,323,902
Total Fundraising Expense$251,428
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$37,485,847$6,059,247$0$43,545,094
Fees for Services Other$13,217,136$2,344,251$113,042$15,674,429
Other Employee Benefits$8,082,254$1,024,972$0$9,107,226
Occupancy$7,161,834$330,586$1,250$7,493,670
Office Expenses$1,754,035$193,745$37,912$1,985,692
Depreciation Depletion$1,341,148$173,398$0$1,514,546
Conferences and Meetings$956,725$441,424$14,763$1,412,912
Insurance$187,053$866,772$0$1,053,825
Interest$84,950$368,880$0$453,830
Other Expenses$216,364$75,041$74,854$366,259
All Other Expenses$47,638$0$0$47,638
Total Functional Expenses$74,429,091$12,295,703$251,428$86,976,222

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$86,976,222
Total Expenses per Audited Statements$86,976,222
Total Expenses per Form 990$86,976,222
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Event$249,072$249,072$151,587$97,485
Total Events$249,072$249,072$151,587$97,485
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Rou Liabilities$5,528,156
Refundable Advances$882,675

Bond Issues

BondIssuerIssuedIssue PricePurpose
AVillage of Mccook County Illinois2015-10-30$6,940,000Used to extenguish certain

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$6,940,000-$0$137,791

Bond Financing Compliance

Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Corrective action procedures
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
AUNT MARTHA'S HEALTH AND WELLNESS INC
EIN
23-7188150
Phone
7087477100
Address
19990 GOVERNORS HIGHWAY, OLYMPIA FIELDS, IL 60461

Signing Officer

Name
Mary Martin
Title
Chief Financial Officer
Phone
7087477100
Signed
2025-04-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mary Martin
Formed
1972
Legal Domicile
Il
Voting Board Members
10
Independent Board Members
10
Employees
1,034
Volunteers
30

Preparer

Firm
Lopez and Company Cpas Ltd
Address
2702 W CHICAGO AVE, CHICAGO, IL 60622
Preparer
Enrique Lopez
Phone
7736348335
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

The organization provides the governing body with a copy of form 990 before it is filed.

Pt VI, Line 12C

The organization requires officers, directors, and key employees to sign a conflict of interest statement annually.

Pt VI, Line 15A

A committee of the board uses compensation surveys and other data to determine compensation of its executives and senior management

Pt VI, Line 15B

A committee of the board uses compensation surveys and other data to determine compensation of its key employees

Pt VI, Line 19

The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request at its administrative offices.

Pt XI

Transfer of net assets from affiliate

Pt XII, Line 2C

The audit oversight process has not changed during the year

Other

Schedule b was updated with more donors/grants

Other

SCHEDULE G WAS ADDED

Form 990, Part III, Line 4D

Other services include foster care, community based 0. 0. 0.

Raw XML AppendixShowing 400 of 972 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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