HOSPICE OF NORTH IOWA (EIN 421173708) - 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

1981

Legal Domicile

Principal Officer

CONNIE BLEILE

Phone

6414286208

Tax Period

2024-07-01 to 2025-06-30

HOSPICE OF NORTH IOWA, founded in 1981, is a community nonprofit in the Human Services sector that reported $5.1M in total revenue in fiscal year 2024. Revenue grew 19% year-over-year, indicating healthy expansion. The organization ran a surplus of $2.0M, a strong 38% operating margin.

Mission

TO PROVIDE HOSPICE SERVICES

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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 (2024)

Revenue Breakdown

Contributions & Grants $19,018

Program Service Revenue $1,613,031

Investment Income $3,443,116

Other Revenue $20,448

TOTAL REVENUE $5,095,613

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,973,513

Fundraising Expenses $3,349

Program Expenses $2,369,695

Other Expenses $1,167,120

TOTAL EXPENSES $3,140,633

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,095,613	$4,298,696	+0.2%
Expenses	$3,140,633	$3,977,203	-0.2%
Net Income	$1,954,980	$321,493	+5.1%

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

$541,924

Total Directors

$837,596

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRITTA LEE	DIRECTOR; CHAIR	1.00	Officer Director	$0	$0	$0
LISA HEIMER	DIRECTOR; SECRETARY	1.00	Officer Director	$0	$0	$0
JENNIFER CASTLE	DIRECTOR; MERCYONE NORTH IOWA ARNP	1.00	Director	$0	$51,748	$287,857
KIMBERLY CHAMBERLIN	DIR; MERCY NI CHIEF NURSING OFFICER	1.00	Director	$0	$37,331	$396,941
JOSHUA CONGELLO	DIRECTOR AS OF 9/24	1.00	Director	$0	$0	$0
PHILIP GARLAND	DIRECTOR THROUGH 12/24	1.00	Director	$0	$0	$0
TIMOTHY KNUTSON	DIRECTOR	1.00	Director	$0	$0	$0
AMANDA RAGAN	DIRECTOR AS OF 9/24	1.00	Director	$0	$0	$0
MAHAD RAYALE MD	DIRECTOR	1.00	Director	$0	$0	$0
CATHERINE ROTTINGHAUS	DIRECTOR THROUGH 12/24	1.00	Director	$0	$0	$0
WILLEMINA SKELLENGER	DIRECTOR	1.00	Director	$0	$0	$0
CONNIE BLEILE	DIRECTOR/EXECUTIVE DIR THROUGH 5/25	40.00	Officer Director	$0	$37,388	$152,798
MARK TRAMMEL	MERCYONE N. IOWA VP FINANCE THR 2/25	1.00	Officer	$0	$37,392	$389,126
AMIR SAJADIAN MD	PHYSICIAN	50.00	Highest	$0	$41,406	$428,030
MICHELLE KINGLAND	REGISTERED NURSE	40.00	Highest	$0	$15,406	$117,034
SUZAN BRUNES	FORMER OFFICER; MERCY NI MGR ACRED	0.00		$0	$41,728	$179,759

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	$5,095,613	$3,140,633	$27,093,897	$1,954,980
2024	No data	No data	No data	No data
2023	$5,419,913	$5,052,959	$23,789,391	$366,954
2022	$5,198,040	$4,710,775	$24,371,673	$487,265
2021	$8,060,695	$5,135,822	$25,363,930	$2,924,873
2020	$7,712,674	$6,114,816	$22,175,450	$1,597,858
2019	$7,833,147	$7,190,249	$18,117,363	$642,898
2018	$7,590,409	$7,347,294	$17,144,801	$243,115

HOSPICE OF NORTH IOWA