THE VISITING NURSE ASSOCIATION OF POTTAWATTAMIE COUNTY IOWA (EIN 420681048) - 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

1918

Legal Domicile

Principal Officer

CAROLE PATRICK

Phone

7123282636

Tax Period

2023-01-01 to 2023-12-31

THE VISITING NURSE ASSOCIATION OF POTTAWATTAMIE COUNTY IOWA, founded in 1918, is a small nonprofit that reported $992K in total revenue in fiscal year 2023. Revenue surged 54% from the prior year, signaling strong growth momentum. Expenses of $862K left a modest 13% surplus.

Mission

TO FOSTER THE DIGNITY AND WELL-BEING OF THE RESIDENTS OF OUR COMMUNITIES.

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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 $884,290

Program Service Revenue $93,508

Investment Income $14,233

Other Revenue $0

TOTAL REVENUE $992,031

Expense Breakdown

Grants Paid $0

Salaries & Benefits $413,139

Fundraising Expenses $0

Program Expenses $833,719

Other Expenses $448,491

TOTAL EXPENSES $861,630

Year-over-Year Comparison

	2023	2022	Change
Revenue	$992,031	$646,193	+0.5%
Expenses	$861,630	$738,323	+0.2%
Net Income	$130,401	$-92,130	-2.4%

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

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

$611,844

Total Directors

$429,394

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMES SUMMERFELT	PRESIDENT & CEO THRU 9/23	5.00	Officer Director	$0	$21,515	$268,206
DAVID VANLANDINGHAM	VP FINANCE/CFO	5.00	Officer	$0	$12,556	$182,450
CAROLE PATRICK	PRESIDENT & CEO	5.00	Officer Director	$0	$11,950	$161,188
JASON HANSEN	CHAIR	1.00	Officer Director	$0	$0	$0
ELIZABETH MURPHY	VICE CHAIR	1.00	Officer Director	$0	$0	$0
RICHARD SECOR	SECRETARY	1.00	Officer Director	$0	$0	$0
SEAN WINEKAUF	TREASURER	1.00	Officer 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
2024	No data	No data	No data	No data
2023	$992,031	$861,630	$404,534	$130,401
2022	$646,193	$738,323	$238,088	$-92,130
2021	$592,797	$698,072	$213,262	$-105,275
2020	$1,003,497	$768,466	$297,148	$235,031
2019	$792,636	$822,553	$88,976	$-29,917
2018	$912,556	$1,116,211	$118,559	$-203,655

THE VISITING NURSE ASSOCIATION OF POTTAWATTAMIE COUNTY IOWA