UNITY HEALTHCARE (EIN 420680337) - 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

1941

Legal Domicile

Principal Officer

SHAWN MORROW

Phone

3097792200

Tax Period

2023-01-01 to 2023-12-31

UNITY HEALTHCARE, founded in 1941, is a mid-sized nonprofit in the Health Care sector that reported $68.0M in total revenue in fiscal year 2023. The organization ran a surplus of $10.6M, a strong 16% operating margin.

Mission

IMPROVE THE HEALTH OF THE PEOPLE AND COMMUNITIES WE SERVE.

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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 $1,736,737

Program Service Revenue $63,689,759

Investment Income $1,044,940

Other Revenue $1,482,940

TOTAL REVENUE $67,954,376

Expense Breakdown

Grants Paid $1,305,528

Salaries & Benefits $33,267,219

Fundraising Expenses $0

Program Expenses $54,942,175

Other Expenses $22,737,688

TOTAL EXPENSES $57,310,435

Year-over-Year Comparison

	2023	2022	Change
Revenue	$67,954,376	$63,444,420	+0.1%
Expenses	$57,310,435	$55,071,397	+0.0%
Net Income	$10,643,941	$8,373,023	+0.3%

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

367

Volunteers

458

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

$2,921,554

Total Directors

$2,457,403

Key Employees

$877,597

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROSY AVALOS-EICHELBERGER	BOARD MEMBER	1.00	Director	$0	$0	$0
CLINT CHRISTOPHER	BOARD MEMBER	1.00	Director	$0	$0	$0
TONI ELLER OD	BOARD MEMBER	1.00	Director	$0	$0	$0
ROBERT ERICKSON TO 823	BOARD MEMBER/PRESIDENT/CEO	1.00	Officer Director	$0	$46,747	$1,442,490
TROY FRIDLEY TO 223	BOARD MEMBER	1.00	Director	$0	$0	$0
SHAWN MORROW FR 1023	BOARD MEMBER/MARKET PRES	1.00	Officer Director	$0	$17,955	$155,564
HEIDI PARKHURST	BOARD MEMBER	1.00	Director	$0	$0	$0
BENJAMIN POHL PA-C	BOARD MEMBER	40.00	Director	$190,192	$16,190	$206,382
CHARLA SCHAFER TO 0223	BOARD MEMBER	1.00	Director	$0	$0	$0
DANIEL STEIN	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
MARIA TERESA-GALOSO MD	BOARD MEMBER	1.00	Director	$0	$35,517	$209,747
CANDACE TERRILL	BOARD TREASURER	1.00	Officer Director	$0	$0	$0
CAROL WEBB	BOARD MEMBER	1.00	Director	$0	$0	$0
ROBERT WEIS MD	BOARD MEMBER	1.00	Director	$0	$3,946	$83,097
YACOUB ZAYADIN TO 223	BOARD MEMBER	1.00	Director	$0	$21,526	$360,123
KATHERINE MARCHIK	SR VP FINANCE/CFO	1.00	Officer	$0	$101,132	$530,285
RHONDA SOWARDS	MEDICAL DIRECTOR	40.00	Officer	$0	$41,797	$793,215
TOYOSI OLUTADE MD	CHIEF MEDICAL OFFICER	1.00	Key Emp	$0	$42,798	$877,597
PEGGY CREAMER ARNP	NURSE PRACTITIONER	40.00	Highest	$192,287	$30,576	$222,863
RACHEL CREAMER ARNP	NURSE PRACTITIONER	40.00	Highest	$187,085	$20,712	$207,797
KATHRYN LEDBETTER NP	NURSE PRACTITIONER	40.00	Highest	$285,838	$31,786	$317,624
JENNY OLSON DNP	NURSE PRACTITIONER	40.00	Highest	$199,236	$39,392	$238,628
JASON THORNBURG PA-C	PHYSICIANS ASSISTANT	40.00	Highest	$263,294	$19,016	$282,310
JOHN SHEEHAN T0 919	FORMER BD MEMBER/INTERIM PRES/CEO	0.00		$0	$4,437	$494,222
RICHARD SEIDLER TO 519	FORMER BD MEMBER/PRESIDENT/CEO	0.00		$0	$0	$369,890

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
2024	No data	No data	No data	No data
2023	$67,954,376	$57,310,435	$78,044,894	$10,643,941
2022	$63,444,420	$55,071,397	$69,854,504	$8,373,023
2021	$59,984,346	$54,694,373	$66,493,219	$5,289,973
2020	$56,733,346	$51,509,490	$61,157,332	$5,223,856
2019	$50,177,397	$44,511,436	$64,383,488	$5,665,961
2018	$52,523,491	$45,886,692	$58,133,200	$6,636,799

UNITY HEALTHCARE