Civic Intelligence

Healthyways Inc

EIN 59-1143105 • 501(c)3 • Monticello, FL

Profile

Within jefferson county, operate a medical clinic; provide health, medical information and education through outreach programs; assist parents in preparing their children for elementary school and assist needy residents.

555 N Jefferson StreetMonticello, FL 32344
Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

Higher debt load relative to assets than 24% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

28th percentile

0.01x

Higher debt load relative to revenue than 28% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

90th percentile

52%

Higher net margin than 90% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

55th percentile

$72,908

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 29.2% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

86th percentile

33%

Faster asset growth than 86% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

99th percentile

735%

Faster revenue growth than 99% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$1,194,715

Up $294,654 (+33%) from 2023

Liabilities

Up

$1,958

Up $921 (+89%) from 2023

Net Assets

Up

$1,192,757

Up $293,733 (+33%) from 2023

Revenue

Up

$249,791

Up $219,882 (+735%) from 2023

Expenses

Up

$119,280

Up $14,507 (+14%) from 2023

Net Income

Up

$130,511

Up $205,375 (+274%) from 2023

Trend Graphs

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $801,452Liabilities 2011: $818Net Assets 2011: $800,6342011Assets 2012: $790,216Liabilities 2012: $793Net Assets 2012: $789,4232012Assets 2013: $843,912Liabilities 2013: $1,397Net Assets 2013: $842,5152013Assets 2014: $852,407Liabilities 2014: $3,154Net Assets 2014: $849,2532014Assets 2015: $836,915Liabilities 2015: $2,138Net Assets 2015: $834,7772015Assets 2016: $843,262Liabilities 2016: $2,135Net Assets 2016: $841,1272016Assets 2017: $880,932Liabilities 2017: $1,678Net Assets 2017: $879,2542017Assets 2018: $803,269Liabilities 2018: $892Net Assets 2018: $802,3772018Assets 2019: $867,407Liabilities 2019: $1,258Net Assets 2019: $866,1492019Assets 2020: $970,572Liabilities 2020: $1,404Net Assets 2020: $969,1682020Assets 2021: $1,029,320Liabilities 2021: $1,378Net Assets 2021: $1,027,9422021Assets 2022: $840,225Liabilities 2022: $1,118Net Assets 2022: $839,1072022Assets 2023: $900,061Liabilities 2023: $1,037Net Assets 2023: $899,0242023Assets 2024: $1,194,715Liabilities 2024: $1,958Net Assets 2024: $1,192,7572024

Highlighted filing

2024

Assets$1,194,715
Liabilities$1,958
Net Assets$1,192,757

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $63,362Expenses 2011: $67,794Net Income 2011: -$4,4322011Revenue 2012: $75,419Expenses 2012: $106,335Net Income 2012: -$30,9162012Revenue 2013: $109,819Expenses 2013: $107,471Net Income 2013: $2,3482013Revenue 2014: $79,315Expenses 2014: $98,519Net Income 2014: -$19,2042014Revenue 2015: $80,729Expenses 2015: $93,451Net Income 2015: -$12,7222015Revenue 2016: $77,143Expenses 2016: $95,853Net Income 2016: -$18,7102016Revenue 2017: $75,015Expenses 2017: $93,697Net Income 2017: -$18,6822017Revenue 2018: $49,606Expenses 2018: $103,953Net Income 2018: -$54,3472018Revenue 2019: $88,156Expenses 2019: $122,109Net Income 2019: -$33,9532019Revenue 2020: $138,805Expenses 2020: $109,131Net Income 2020: $29,6742020Revenue 2021: $39,058Expenses 2021: $122,189Net Income 2021: -$83,1312021Revenue 2022: $35,182Expenses 2022: $92,501Net Income 2022: -$57,3192022Revenue 2023: $29,909Expenses 2023: $104,773Net Income 2023: -$74,8642023Revenue 2024: $249,791Expenses 2024: $119,280Net Income 2024: $130,5112024

Highlighted filing

2024

Revenue$249,791
Expenses$119,280
Net Income$130,511

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.25$0.12$0.13
2023Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$0.03$0.10$0.07
2022Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$0.04$0.09$0.06
2021Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.04$0.12$0.08
2020Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.14$0.11$0.03
2019Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.09$0.12$0.03
2018Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$0.05$0.10$0.05
2017Summary only. Only limited summary data is available for this year.$0.88$0.00$0.88$0.08$0.09$0.02
2016Summary only. Only limited summary data is available for this year.$0.84$0.00$0.84$0.08$0.10$0.02
2015Summary only. Only limited summary data is available for this year.$0.84$0.00$0.83$0.08$0.09$0.01
2014Summary only. Only limited summary data is available for this year.$0.85$0.00$0.85$0.08$0.10$0.02
2013Summary only. Only limited summary data is available for this year.$0.84$0.00$0.84$0.11$0.11$0.00
2012Summary only. Only limited summary data is available for this year.$0.79$0.00$0.79$0.08$0.11$0.03
2011Summary only. Only limited summary data is available for this year.$0.80$0.00$0.80$0.06$0.07$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 4, 2025
Return Version
2024v5.0
Gross Receipts
$249,791
Mission and Program Overview

Mission

Within jefferson county, operate a medical clinic; provide health, medical information and education through outreach programs; assist parents in preparing their children for elementary school and assist needy residents.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$696,474$870,365▲ $173,891
Land, Buildings, and Equipment, Net$181,639$171,380▼ $10,259
Pledges and Grants Receivable-$80,000-
Cash and Non-Interest-Bearing Accounts$4,279$60,161▲ $55,882
Prepaid Expenses and Deferred Charges$6,957$7,097▲ $140
Savings and Temporary Cash Investments$10,312$5,312▼ $5,000
Total Assets$900,061$1,194,715▲ $294,654
Other Assets Total$400$400→ $0
Liabilities
Accounts Payable and Accrued Expenses$1,037$1,958▲ $921
Total Liabilities$1,037$1,958▲ $921
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$899,024$1,073,124▲ $174,100
Net Assets With Donor Restrictions-$119,633-
Total Net Assets Fund Balance$899,024$1,192,757▲ $293,733
Total Liabilities and Net Assets / Fund Balance$900,061$1,194,715▲ $294,654

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$159,979$435,396$595,375
Equipment-$31,675$31,675
Land$11,401-$11,401
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Jana GrubbsSecretary/trPT$72,908$72,908

Board Members and Trustees

NameTitle
Mike WillisChairman
Jack CarswellVice Chairma
Claudette McraeDirector
Cornelia CorbettDirector
David M WardDirector
Gary WrightDirector
Janegale W BoydDirector
John B BrinsonDirector
Mark DemottDirector
Polly BrownDirector
Roger ChampionDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$235,500
Program Service Revenue
$0
Investment Income
$10,675
Other Revenue
$3,616
All Other Contributions
$235,500
Change in Net Assets
$130,511
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$91,033
Other Expenses$28,247
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$58,326$14,582-$72,908
Other Employee Benefits$8,515$2,129-$10,644
Depreciation Depletion$8,207$2,052-$10,259
Occupancy$6,472$1,618-$8,090
Payroll Taxes$5,985$1,496-$7,481
Insurance$5,540$1,385-$6,925
Fees for Services Accounting$2,206$2,207-$4,413
Other Expenses$204$340-$340
All Other Expenses-$-14,865-$-14,865
Total Functional Expenses$105,368$13,912$0$119,280
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

Form 990 is reviewed by the treasurer/secretary.

Form 990, Page 6, Part VI, Line 19

Governing documents are made available upon request.

Filing and Contact Details

Filer

Filer Name
Healthyways Inc
EIN
59-1143105
Phone
8509972644
Address
555 N JEFFERSON STREET, MONTICELLO, FL 32344

Signing Officer

Name
Jana Grubbs
Title
Secretary/treasurer
Phone
8509972073
Signed
2025-11-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mike Willis
Formed
1993
Legal Domicile
Fl
Voting Board Members
12
Independent Board Members
11
Employees
1
Volunteers
12

Preparer

Firm
Thomson Brock Luger & Company
Address
3375G CAPITAL CIR NE, TALLAHASSEE, FL 32308-3736
Preparer
Matthew R Hansard
Phone
8503857444
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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS REVIEWED BY THE TREASURER/SECRETARY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GOVERNING DOCUMENTS ARE MADE AVAILABLE UPON REQUEST.
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HEALTHYWAYS INC
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ReturnHeader/Filer/PhoneNum08509972644
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ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MATTHEW R HANSARD
ReturnHeader/ReturnTs02025-11-11T10:10:08-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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