Civic Intelligence

Health Services Foundation

EIN 73-0599682 • 501(c)3 • Woodward, OK

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Profile

To provide assisted living services.

PO Box 1712Woodward, OK 73802

n/A

Siviq Scores

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

Liabilities / Assets

93rd percentile

1.00x

Higher debt load relative to assets than 93% of similar nonprofits.

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

Liabilities / Revenue

95th percentile

2.97x

Higher debt load relative to revenue than 95% of similar nonprofits.

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

Net Margin

37th percentile

-0.7%

Higher net margin than 37% of similar nonprofits.

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

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

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

Asset Growth

31st percentile

-2.3%

Faster asset growth than 31% of similar nonprofits.

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

Revenue Growth

45th percentile

4.7%

Faster revenue growth than 45% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets93rd percentile

Assets

Down

$4,857,396

Down $115,080 (-2.3%) from 2023

Liabilities

Down

$4,849,266

Down $115,650 (-2.3%) from 2023

Net Assets

Up

$8,130

Up $570 (+7.5%) from 2023

Operations
Liabilities / Revenue95th percentileNet Margin37th percentile

Revenue

Up

$1,633,837

Up $73,021 (+4.7%) from 2023

Expenses

Up

$1,644,693

Up $83,260 (+5.3%) from 2023

Net Income

Down

-$10,856

Down $10,239 (-1659%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth31st percentile

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

$6.0M$4.0M$2.0M$0-$2.0MAssets 2011: $4,894,422Liabilities 2011: $5,377,793Net Assets 2011: -$483,3712011Assets 2012: $4,625,945Liabilities 2012: $5,364,069Net Assets 2012: -$738,1242012Assets 2013: $4,415,191Liabilities 2013: $5,287,430Net Assets 2013: -$872,2392013Assets 2014: $4,266,914Liabilities 2014: $5,185,540Net Assets 2014: -$918,6262014Assets 2015: $3,956,968Liabilities 2015: $5,118,953Net Assets 2015: -$1,161,9852015Assets 2016: $3,794,861Liabilities 2016: $5,048,673Net Assets 2016: -$1,253,8122016Assets 2017: $5,782,680Liabilities 2017: $5,509,585Net Assets 2017: $273,0952017Assets 2018: $5,618,636Liabilities 2018: $5,403,085Net Assets 2018: $215,5512018Assets 2019: $5,482,943Liabilities 2019: $5,338,939Net Assets 2019: $144,0042019Assets 2020: $5,387,743Liabilities 2020: $5,372,701Net Assets 2020: $15,0422020Assets 2021: $5,250,427Liabilities 2021: $5,160,778Net Assets 2021: $89,6492021Assets 2022: $5,072,520Liabilities 2022: $5,077,657Net Assets 2022: -$5,1372022Assets 2023: $4,972,476Liabilities 2023: $4,964,916Net Assets 2023: $7,5602023Assets 2024: $4,857,396Liabilities 2024: $4,849,266Net Assets 2024: $8,1302024

Highlighted filing

2024

Assets$4,857,396
Liabilities$4,849,266
Net Assets$8,130
Open 2024 Filing

Operations Trend

Revenue Growth45th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $1,070,923Expenses 2011: $1,281,734Net Income 2011: -$210,8112011Revenue 2012: $1,070,857Expenses 2012: $1,325,610Net Income 2012: -$254,7532012Revenue 2013: $1,209,046Expenses 2013: $1,363,161Net Income 2013: -$154,1152013Revenue 2014: $1,336,548Expenses 2014: $1,382,935Net Income 2014: -$46,3872014Revenue 2015: $1,040,493Expenses 2015: $1,283,852Net Income 2015: -$243,3592015Revenue 2016: $1,179,592Expenses 2016: $1,273,796Net Income 2016: -$94,2042016Revenue 2017: $2,776,878Expenses 2017: $1,249,971Net Income 2017: $1,526,9072017Revenue 2018: $1,172,384Expenses 2018: $1,229,926Net Income 2018: -$57,5422018Revenue 2019: $1,273,947Expenses 2019: $1,353,037Net Income 2019: -$79,0902019Revenue 2020: $1,286,320Expenses 2020: $1,414,975Net Income 2020: -$128,6552020Revenue 2021: $1,442,223Expenses 2021: $1,357,976Net Income 2021: $84,2472021Revenue 2022: $1,269,922Expenses 2022: $1,372,092Net Income 2022: -$102,1702022Revenue 2023: $1,560,816Expenses 2023: $1,561,433Net Income 2023: -$6172023Revenue 2024: $1,633,837Expenses 2024: $1,644,693Net Income 2024: -$10,8562024

Highlighted filing

2024

Revenue$1,633,837
Expenses$1,644,693
Net Income-$10,856
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$4,857,396
Liabilities
$4,849,266
Net assets
$8,130
Revenue
$1,633,837
Expenses
$1,644,693
Net income
-$10,856
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.86$4.85$0.01$1.63$1.64$0.01
2023Detailed filing. Detailed filing data is available for this year.$4.97$4.96$0.01$1.56$1.56$0.00
2022Detailed filing. Detailed filing data is available for this year.$5.07$5.08$0.01$1.27$1.37$0.10
2021Detailed filing. Detailed filing data is available for this year.$5.25$5.16$0.09$1.44$1.36$0.08
2020Detailed filing. Detailed filing data is available for this year.$5.39$5.37$0.02$1.29$1.41$0.13
2019Detailed filing. Detailed filing data is available for this year.$5.48$5.34$0.14$1.27$1.35$0.08
2018Detailed filing. Detailed filing data is available for this year.$5.62$5.40$0.22$1.17$1.23$0.06
2017Detailed filing. Detailed filing data is available for this year.$5.78$5.51$0.27$2.78$1.25$1.53
2016Detailed filing. Detailed filing data is available for this year.$3.79$5.05$1.25$1.18$1.27$0.09
2015Detailed filing. Detailed filing data is available for this year.$3.96$5.12$1.16$1.04$1.28$0.24
2014Summary only. Only limited summary data is available for this year.$4.27$5.19$0.92$1.34$1.38$0.05
2013Summary only. Only limited summary data is available for this year.$4.42$5.29$0.87$1.21$1.36$0.15
2012Summary only. Only limited summary data is available for this year.$4.63$5.36$0.74$1.07$1.33$0.25
2011Summary only. Only limited summary data is available for this year.$4.89$5.38$0.48$1.07$1.28$0.21
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 17, 2025
Return Version
2024v5.2
Gross Receipts
$1,633,837
Mission and Program Overview

Mission

To provide assisted living services.

Balance Sheet Detail
LineBeginningEndChange
Assets
Intangible Assets$4,583,133$4,446,323▼ $136,810
Land, Buildings, and Equipment, Net$137,198$231,448▲ $94,250
Savings and Temporary Cash Investments$141,404$148,551▲ $7,147
Cash and Non-Interest-Bearing Accounts$103,920$22,898▼ $81,022
Prepaid Expenses and Deferred Charges$4,919$6,340▲ $1,421
Accounts Receivable-$121-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Inventories for Sale or Use-$0-
Total Assets$4,972,476$4,857,396▼ $115,080
Other Assets Total$1,902$1,715▼ $187
Liabilities
Other Liabilities$4,896,977$4,798,351▼ $98,626
Accounts Payable and Accrued Expenses$67,939$50,915▼ $17,024
Total Liabilities$4,964,916$4,849,266▼ $115,650
Net Assets / Fund Balance
Net Assets With Donor Restrictions$28,423$27,343▼ $1,080
Net Assets Without Donor Restrictions$-20,863$-19,213▲ $1,650
Total Net Assets Fund Balance$7,560$8,130▲ $570
Total Liabilities and Net Assets / Fund Balance$4,972,476$4,857,396▼ $115,080

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$183,991$41,747$225,738
Other Land Buildings$47,457$23,785$71,242
Equipment-$16,843$16,843
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Sue MitchellChairman
Bill FanningVice President
Alexa HumphriesTrustee
Christi PagettTrustee
Dr Jamie GoreTrustee
Lavern PhillipsTrustee
Taylor BurnettTrustee
Debbie GentrySecretary
Roger WagnerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$65,682
Program Service Revenue
$1,560,492
Investment Income
$7,663
Other Revenue
$0
All Other Contributions
$65,682
Change in Net Assets
$-10,856

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,633,837
Total Revenue per Audited Statements
$1,633,837
Total Revenue per Form 990
$1,633,837
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$864,918
Other Expenses$752,675
Grants and Similar Amounts Paid$27,100
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$660,469$63,667-$724,136
Occupancy$171,288$25,618-$196,906
Depreciation Depletion$160,013--$160,013
Interest$116,455--$116,455
Other Employee Benefits$78,243$7,621-$85,864
Insurance$63,511--$63,511
Payroll Taxes$48,843$6,075-$54,918
Grants to Domestic Orgs$25,100--$25,100
Office Expenses-$24,821-$24,821
Fees for Services Accounting-$17,072-$17,072
Advertising$14,624--$14,624
Fees for Services Other$13,139--$13,139
Other Expenses$5,505$625-$6,130
Travel$318$2,584-$2,902
Grants to Domestic Individuals$2,000--$2,000
All Other Expenses$179--$179
Total Functional Expenses$1,490,175$154,518$0$1,644,693

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,644,693
Total Expenses per Audited Statements$1,644,693
Total Expenses per Form 990$1,644,693
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
High Plains Technology CenterWoodward, OK--$7,200
SwosuWeatherford, OK--$6,600
NwosuAlva, OK--$5,300
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Finance Lease Liabilitiy$4,796,851
Resident Deposits$1,500
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
No
Backup withholding compliance
No
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
Yes
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, Part VI, Section B, Line 11B

“Return provided to governing body for review and comments and corrections reported to preparer, if any. Once the review is completed the return is authorized and electronically filed.”

Form 990, Part VI, Section B, Line 15B

“The board reviews and deliberates any changes in compensation and records those changes in the minutes.”

Form 990, Part VI, Section C, Line 19

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Health Services Foundation
EIN
73-0599682
Phone
5802565900
Address
PO BOX 1712, WOODWARD, OK 73802

Signing Officer

Name
Roger Wagner
Title
Treasurer
Signed
2025-09-17
Discuss with paid preparer
Yes

Organization Details

Formed
2004
Legal Domicile
Ok
Voting Board Members
9
Independent Board Members
9
Employees
47

Preparer

Firm
Jana a Walker CPA Pllc
Address
PO BOX 2696, WOODWARD, OK 73802
Preparer
Jana Walker CPA
Phone
5803346361
Supplemental Narrative

Financial Statement Notes

Part X : FIN48 Footnote

“In June 2006, the Financial Accounting Standards Board FASB released FASB Interpretation 48 FIN 48 Accounting for Uncertainty in Income Taxes currently FASB Accounting Standards Codification ASC 740, Income Taxes, which requires extensive disclosures about uncertain income tax positions. This standard seeks to reduce the diversity in practice associated with certain aspects of the recognition and measurement related to income taxes. The Organization evaluates any uncertain tax positions using the provision of ASC 450, Contingencies. Accordingly, a loss contingency is recognized when it is probable that a liability has been incurred as of the date of the financial statements and the amount of loss can be reasonably estimated. The amount recognized is subject to estimate and management judgment with respect to the likely outcome of each uncertain tax position. The amount that is ultimately sustained for an individual uncertain tax position or for all uncertain tax positions in the aggregate could differ from the amount recognized. The Organization does not believe that it engaged in any activity that would result in an uncertain tax position. As a result, management does not believe that any uncertain tax positions currently exist and no loss contingency has been recognized in the accompanying financial statements. Federal and state income tax statutes dictate that tax returns filed in any of the three previous reporting periods remain open to examination. Currently the Organization has no open examination with either the Internal Revenue Service or state taxing authorities. The Organizations policy is to record any income tax related penalties and interest incurred as operating expense. There were no income tax related penalties or interest included in the accompanying financial statements.”

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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0In June 2006, the Financial Accounting Standards Board FASB released FASB Interpretation 48 FIN 48 Accounting for Uncertainty in Income Taxes currently FASB Accounting Standards Codification ASC 740, Income Taxes, which requires extensive disclosures about uncertain income tax positions. This standard seeks to reduce the diversity in practice associated with certain aspects of the recognition and measurement related to income taxes. The Organization evaluates any uncertain tax positions using the provision of ASC 450, Contingencies. Accordingly, a loss contingency is recognized when it is probable that a liability has been incurred as of the date of the financial statements and the amount of loss can be reasonably estimated. The amount recognized is subject to estimate and management judgment with respect to the likely outcome of each uncertain tax position. The amount that is ultimately sustained for an individual uncertain tax position or for all uncertain tax positions in the aggregate could differ from the amount recognized. The Organization does not believe that it engaged in any activity that would result in an uncertain tax position. As a result, management does not believe that any uncertain tax positions currently exist and no loss contingency has been recognized in the accompanying financial statements. Federal and state income tax statutes dictate that tax returns filed in any of the three previous reporting periods remain open to examination. Currently the Organization has no open examination with either the Internal Revenue Service or state taxing authorities. The Organizations policy is to record any income tax related penalties and interest incurred as operating expense. There were no income tax related penalties or interest included in the accompanying financial statements.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
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