UNITYPOINT HEALTH MARSHALLTOWN AUXILIARY (EIN 237300370) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1976

Legal Domicile

Principal Officer

SUE EBERHART

Phone

6417545126

Tax Period

2021-01-01 to 2021-12-31

UNITYPOINT HEALTH MARSHALLTOWN AUXILIARY, founded in 1976, is a micro nonprofit that reported $6K in total revenue in fiscal year 2021. The organization ran a surplus of $4K, a strong 69% operating margin.

Mission

MISSION IS TO PROMOTE AND ADVANCE THE WELFARE OF UNITYPOINT HEALTH-MARSHALLTOWN A 501(C)(3) HOSPITAL ACCOMPLISHED BY INTERPRETATION OF THE HOSPITAL TO THE PUBLIC AND SERVICE TO THE HOSPITAL AND IT'S PATIENTS THRU VOLUNTEERISM AND FUNDRAISING.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2021)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $2,029

Other Revenue $3,947

TOTAL REVENUE $5,976

Expense Breakdown

Grants Paid $1,200

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,200

Other Expenses $639

TOTAL EXPENSES $1,839

Year-over-Year Comparison

	2021	2020	Change
Revenue	$5,976	$5,950	+0.0%
Expenses	$1,839	$979	+0.9%
Net Income	$4,137	$4,971	-0.2%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

225

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SUSAN EBERHART	PRESIDENT	1.00	Officer Director	$0	$0	$0
KAREN GIARRATANO	BOARD MEMBER	1.00	Director	$0	$0	$0
RENA HOLMES	BOARD MEMBER	1.00	Director	$0	$0	$0
JUDY LINDHOLM	BOARD MEMBER	1.00	Director	$0	$0	$0
ANNE PAULLUS	SECRETARY	1.00	Officer Director	$0	$0	$0
JOSETTE PETERSON	TREASURER	1.00	Officer Director	$0	$0	$0
BARB RASMUSSEN	BOARD MEMBER	1.00	Director	$0	$0	$0
PEGGY SCHOER	BOARD MEMBER	1.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2021	$5,976	$1,839	$124,972	$4,137

UNITYPOINT HEALTH MARSHALLTOWN AUXILIARY