Civic Intelligence

Hwc Real Estate Holding Company Inc

EIN 85-2874892 • 501(c)3 • Poteau, OK

Profile

To hold and manage real estate to benefit, perform functions of, or carry out the purposes of stigler health and wellness center inc.

Refreshing map…

1120 Tarby RoadPoteau, OK 74953-5504

n/A

Siviq Scores

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

Liabilities / Assets

94th percentile

1.03x

Higher debt load relative to assets than 94% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

98th percentile

14.37x

Higher debt load relative to revenue than 98% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Net Margin

11th percentile

-24%

Higher net margin than 11% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

88th percentile

$309,466

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 51.6% of source-year revenue.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Asset Growth

24th percentile

-3.3%

Faster asset growth than 24% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

35th percentile

0.0%

Faster revenue growth than 35% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Assets

Down

$8,367,346

Down $287,901 (-3.3%) from 2023

Liabilities

Down

$8,619,719

Down $79,641 (-0.9%) from 2023

Net Assets

Down

-$252,373

Down $208,260 (-472%) from 2023

Revenue

Flat

$600,000

Flat from 2023

Expenses

Down

$746,242

Down $79,610 (-9.6%) from 2023

Net Income

Up

-$146,242

Up $79,610 (+35%) from 2023

Trend Graphs

Balance Sheet Trend

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

$10M$5.0M$0-$5.0MAssets 2022: $8,933,281Liabilities 2022: $8,734,561Net Assets 2022: $198,7202022Assets 2023: $8,655,247Liabilities 2023: $8,699,360Net Assets 2023: -$44,1132023Assets 2024: $8,367,346Liabilities 2024: $8,619,719Net Assets 2024: -$252,3732024

Highlighted filing

2024

Assets$8,367,346
Liabilities$8,619,719
Net Assets-$252,373

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2022: $600,000Expenses 2022: $741,032Net Income 2022: -$141,0322022Revenue 2023: $600,000Expenses 2023: $825,852Net Income 2023: -$225,8522023Revenue 2024: $600,000Expenses 2024: $746,242Net Income 2024: -$146,2422024

Highlighted filing

2024

Revenue$600,000
Expenses$746,242
Net Income-$146,242

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Dec 1, 2023 to Nov 30, 2024
Signed
Oct 15, 2025
Return Version
2023v6.0
Gross Receipts
$600,000
Mission and Program Overview

Mission

To hold and manage real estate to benefit, perform functions of, or carry out the purposes of stigler health and wellness center inc.

To hold and manage real estate to benefit, perform functions of, or carry out the purposes of stigler health and wellness center, inc.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$7,764,594$7,207,879▼ $556,715
Cash and Non-Interest-Bearing Accounts$686,999$1,017,831▲ $330,832
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0--
Investments Program Related$0--
Loans From Officers Directors$0$0→ $0
Total Assets$8,655,247$8,367,346▼ $287,901
Other Assets Total$203,654$141,636▼ $62,018
Liabilities
Mortgage Notes Payable Secured by Investment Property$7,475,173$7,421,852▼ $53,321
Other Liabilities$1,197,867$1,197,867→ $0
Accounts Payable and Accrued Expenses$26,320--
Total Liabilities$8,699,360$8,619,719▼ $79,641
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-44,113$-252,373▼ $208,260
Total Net Assets Fund Balance$-44,113$-252,373▼ $208,260
Total Liabilities and Net Assets / Fund Balance$8,655,247$8,367,346▼ $287,901

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$6,434,065$1,800,245$8,234,310
Land$767,666-$767,666
Equipment$6,148$6,916$13,064
Compensation and Service Providers

Board Members and Trustees

NameTitle
Erika MartensBoard President
Michelle WadeBoard Vice President
Larry HallBoard Member
Pennie EmbryBoard Secretary
Royce AlversonBoard Treasurer
Teresa HugginsCEO
Stephanie LongCFO
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$600,000
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-146,242

Audited Revenue Reconciliation

Revenue per Audited Statements
$600,000
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-62,018
Other Revenue Adjustments
$0
Total Revenue per Audited Statements
$537,982
Total Revenue per Form 990
$600,000
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$746,242
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$351,642$205,073-$556,715
Interest$102,654$66,019-$168,673
Fees for Services Accounting-$12,888-$12,888
Other Expenses$6,652$964-$7,616
Insurance$306$44-$350
Total Functional Expenses$461,254$284,988$0$746,242

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$746,242
Total Expenses per Audited Statements$746,242
Total Expenses per Form 990$746,242
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Other Expense Adjustments$0
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
Insider Transactions and Loans

Loans and Receivables

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

Other Reported Liabilities

LiabilityAmount
Due to Related Party$1,197,867
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B Review of form 990 by governing body

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, 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, Line 15A Process to establish compensation of top management official

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. All compensation is paid by a related organization.

Form 990, Part VI, Line 19 Required documents available to the public

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.

Filing and Contact Details

Filer

Filer Name
Hwc Real Estate Holding Company Inc
EIN
85-2874892
Phone
9189673368
Address
1120 TARBY ROAD, POTEAU, OK 74953-5504

Signing Officer

Name
Teresa Huggins
Title
CEO
Phone
9189673368
Signed
2025-10-15
Discuss with paid preparer
Yes

Organization Details

Formed
2020
Legal Domicile
Ok
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
5

Preparer

Firm
Forvis Mazars LLP
Address
910 E St Louis 200 PO Box 1190, Springfield, MO 65806-2523
Preparer
Krystal Creach
Phone
4178658701
Supplemental Narrative

Financial Statement Notes

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.

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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE HWC REAL ESTATE HOLDING COMPANY'S BOARD OF DIRECTORS SHALL 1) BE COMPOSED OF AT LEAST 66 2/3% OF THE MEMBERS OF THE BOARD BEING PERSONS ELECTED OR APPOINTED BY THE BOARD OF DIRECTORS OF THE CORPORATION WHO ALSO SERVE AS DIRECTORS OF STIGLER HEALTH AND WELLNESS INC AND 2) AT LEAST ONE OF THE REMAINING MEMBERS OF THE BOARD BEING A PERSON WHO IS ELECTED OR APPOINTED BY THE OTHER MEMBERS OF THE BOARD OF DIRECTORS OF THE CORPORATION AND WHO IS NOT A CURRENT OR FORMER DIRECTOR, OFFICER OR EMPLOYEE OF SHWC.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Schedule A, Part IV, Section C, Line 1 Majority director detail
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0STIGLER HEALTH & WELLNESS CENTER INC
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IRS990ScheduleA/SupportSumAmt00
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IRS990ScheduleD/BuildingsGrp/DepreciationAmt01800245
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt08234310
IRS990ScheduleD/EquipmentGrp/BookValueAmt06148
IRS990ScheduleD/EquipmentGrp/DepreciationAmt06916
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt013064
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0746242
IRS990ScheduleD/LandGrp/BookValueAmt0767666
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0767666
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-62018
IRS990ScheduleD/OtherExpensesIncludedAmt00
IRS990ScheduleD/OtherExpensesNotIncludedAmt00
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01197867
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO RELATED PARTY
IRS990ScheduleD/OtherRevenueAmt00
IRS990ScheduleD/OtherRevenuesNotIncludedAmt00
IRS990ScheduleD/RevenueNotReportedAmt0-62018
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0600000
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0MANAGEMENT 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.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule D, Part X, Line 2 UNCERTAIN TAX POSITIONS
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IRS990ScheduleD/TotalExpensesPerForm990Amt0746242
IRS990ScheduleD/TotalLiabilityAmt01197867
IRS990ScheduleD/TotalRevenuePerForm990Amt0600000
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0537982
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0746242
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt11100
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0289416
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1185789
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt17893
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt07333
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt1271
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt110418
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0TERESA HUGGINS
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1STEPHANIE LONG
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1CFO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1205471
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0STIGLER HEALTH AND WELLNESS CENTER INC, A RELATED ORGANIZATION, USES THE FOLLOWING METHODS TO ESTABLISH COMPENSATION: - COMPENSATION COMMITTEE - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt1STIGLER HEALTH AND WELLNESS CENTER INC, A RELATED ORGANIZATION, PROVIDED THE FOLLOWING NONFIXED PAYMENTS ARRANGEMENTS: (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.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule J, Part I, Line 3 METHODS USED TO ESTABLISH EXECUTIVE COMPENSATION
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc1Schedule J, Part I, Line 7 BONUS & INCENTIVE COMPENSATION
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IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE 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. ALL COMPENSATION IS PAID BY A RELATED ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE 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.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b Review of form 990 by governing body
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 12c Conflict of interest policy
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 15a Process to establish compensation of top management official
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 19 Required documents available to the public
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt1SHWC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0STIGLER HEALTH & WELLNESS CENTER INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1HWC FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0200368759
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1873376340
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(c)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0OK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1OK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0HEALTHCARE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1FOUNDATION
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt11505 E MAIN ST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0STIGLER
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