Iowa Specialty Hospital Foundation - Clarion (EIN 421186904) - 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

1982

Legal Domicile

Principal Officer

Steve Simonin

Phone

5155322811

Tax Period

2020-07-01 to 2021-06-30

Iowa Specialty Hospital Foundation - Clarion, founded in 1982, is a small nonprofit in the Health Care sector that reported $832K in total revenue in fiscal year 2020. Revenue surged 27% from the prior year, signaling strong growth momentum.

Mission

Support Iowa Specialty Hospital - Clarion.

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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 (2020)

Revenue Breakdown

Contributions & Grants $108,261

Program Service Revenue $655,959

Investment Income $67,335

Other Revenue $0

TOTAL REVENUE $831,555

Expense Breakdown

Grants Paid $11,765

Salaries & Benefits $302,870

Fundraising Expenses $83,326

Program Expenses $710,101

Other Expenses $561,534

TOTAL EXPENSES $876,169

Year-over-Year Comparison

	2020	2019	Change
Revenue	$831,555	$655,199	+0.3%
Expenses	$876,169	$751,733	+0.2%
Net Income	$-44,614	$-96,534	-0.5%

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

Total Directors

$40,110

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Duane Asbe - Trustee	Foundation Dir as of Jan. 2021	40.00	Director	$40,110	$0	$40,110
Chance Coppola	President as of Jan. 2021	1.00	Officer Director	$0	$0	$0
Kent Kirstein	Vice President as of Jan. 2021	1.00	Officer Director	$0	$0	$0
Susan Toftey - Secretary	Treasurer as of Jan. 2021	1.00	Officer Director	$0	$0	$0
Paula Abbas	Trustee	1.00	Director	$0	$0	$0
Ryan Coppola	Trustee	1.00	Director	$0	$0	$0
Todd Foss	Trustee	1.00	Director	$0	$0	$0
Karl Helgevold	Trustee	1.00	Director	$0	$0	$0
Kim Jacobsen	Trustee	1.00	Director	$0	$0	$0
Sherri O'Brian	Trustee	1.00	Director	$0	$0	$0
Steve Simonin - Trustee and	CEO Iowa Specialty Hospital-Clarion	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	$831,555	$876,169	$3,786,788	$-44,614

Iowa Specialty Hospital Foundation - Clarion