UNITY MEDICAL CENTER FOUNDATION (EIN 363522304) - 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

1987

Legal Domicile

Principal Officer

JESSICA SOBOLIK

Phone

7013793003

Tax Period

2023-07-01 to 2024-06-30

UNITY MEDICAL CENTER FOUNDATION, founded in 1987, is a small nonprofit in the Mutual Benefit sector that reported $343K in total revenue in fiscal year 2023. Expenses of $474K exceeded revenue, resulting in a 38% operating deficit.

Mission

THE MISSION OF THE UNITY MEDICAL CENTER FOUNDATION IS TO FINANCIALLY SUPPORT UNITY MEDICAL CENTER, ENSURING QUALITY HEALTH CARE CLOSE TO HOME.

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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 (2023)

Revenue Breakdown

Contributions & Grants $175,777

Program Service Revenue $0

Investment Income $51,791

Other Revenue $115,165

TOTAL REVENUE $342,733

Expense Breakdown

Grants Paid $429,358

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $429,358

Other Expenses $44,741

TOTAL EXPENSES $474,099

Year-over-Year Comparison

	2023	2022	Change
Revenue	$342,733	$333,797	+0.0%
Expenses	$474,099	$652,932	-0.3%
Net Income	$-131,366	$-319,135	-0.6%

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

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

$158,461

Total Directors

$615,901

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DR JARED MARQUARDT	DIRECTOR/PHYSICAN	1.00	Director	$0	$47,335	$419,154
JENNIFER HOLAND	DIRECTOR/UMC CHIEF NURSING	1.00	Director	$0	$12,978	$152,444
DEB MCKAY	SECRETARY/TREASURER	24.00	Officer Director	$0	$12,780	$44,303
BRIAN VAN BRUGGEN	PRESIDENT	1.00	Officer Director	$0	$0	$0
ALYSIA OSOWSKI BOEN	VICE PRESIDENT (THRU 6/30/24)	1.00	Officer Director	$0	$0	$0
TODD BURIANEK	DIRECTOR	1.00	Director	$0	$0	$0
RUSSELL CARIGNAN	DIRECTOR	1.00	Director	$0	$0	$0
JEN CORRICK	DIRECTOR	1.00	Director	$0	$0	$0
BARB DUSEK	DIRECTOR	1.00	Director	$0	$0	$0
PAUL DUSEK	DIRECTOR (THRU 6/30/24)	1.00	Director	$0	$0	$0
RANELL HANSON	DIRECTOR	1.00	Director	$0	$0	$0
CANDACE KOSTRZEWSKI	DIRECTOR	1.00	Director	$0	$0	$0
KRISTINA PETERSEN	DIRECTOR	1.00	Director	$0	$0	$0
BRAD SCHANILEC	DIRECTOR	1.00	Director	$0	$0	$0
PATRICK SUCH	DIRECTOR (THRU 6/30/24)	1.00	Director	$0	$0	$0
JESSICA SOBOLIK	FOUNDATION EXECUTIVE DIRECTOR	40.00	Officer	$0	$34,958	$114,158

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
2025	No data	No data	No data	No data
2024	$342,733	$474,099	$3,815,852	$-131,366
2023	$333,797	$652,932	$3,584,299	$-319,135
2022	$515,489	$596,125	$3,718,818	$-80,636
2021	$347,654	$322,775	$3,898,181	$24,879
2020	$635,659	$197,170	$1,787,990	$438,489
2019	$340,543	$240,048	$1,416,888	$100,495
2018	$302,184	$613,706	$1,293,404	$-311,522

UNITY MEDICAL CENTER FOUNDATION