SCHOITZ HEALTH RESOURCES INC

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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

1984

Legal Domicile

Principal Officer

MICHELE PANICUCCI

Phone

3192322870

Tax Period

2019-07-01 to 2020-01-15

SCHOITZ HEALTH RESOURCES INC, founded in 1984, is a small nonprofit that reported $221K in total revenue in fiscal year 2019. Revenue fell 56% from the prior year — a significant decline worth monitoring.

Mission

OUR MISSION AND THAT OF OUR AFFILIATES IS TO IMPROVE THE HEALTH AND WELL-BEING OF THE COMMUNITY AND ITS INDIVIDUAL MEMBERS IN THE GREATER CEDAR VALLEY REGION, DEFINED AS THE GEOGRAPHIC AREA WITHIN 30 MILES FROM THE CENTER OF WATERLOO, IOWA.

Program Service Accomplishments

Program 1

Expenses: $221,489 Revenue: $221,489

THE ORGANIZATION RECEIVES PROCEEDS FROM ITS SUPPORTING ORGANIZATION, SCHOITZ MEDICAL CENTER, INC. AND CONTRIBUTES 100% OF THOSE FUNDS TO ITS SOLE MEMBER, OTTO SCHOITZ FOUNDATION (THE FOUNDATION). THE PURPOSE OF THE FOUNDATION IS TO MAKE GRANTS TO ORGANIZATIONS DULY AUTHORIZED AND EQUIPPED TO CARRY ON ACTIVITIES WHICH ARE ALIGNED WITH THE FOUNDATION'S MISSION.

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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 (2019)

Revenue Breakdown

Contributions & Grants $221,489

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $221,489

Expense Breakdown

Grants Paid $221,489

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $221,489

Other Expenses $0

TOTAL EXPENSES $221,489

Year-over-Year Comparison

	2019	2018	Change
Revenue	$221,489	$500,000	-0.6%
Expenses	$221,489	$500,000	-0.6%
Net Income	$0	$0	N/A

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

$126,690

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CAMILLE HOGAN	CHAIRMAN	0.10	Officer Director	$0	$0	$0
ERIC LOCKE	VICE CHAIRMAN	0.10	Officer Director	$0	$0	$0
MIKE MALLARO	TREASURER	0.10	Officer Director	$0	$0	$0
RUDY JONES	SECRETARY	0.10	Officer Director	$0	$0	$0
DENNIS CLARK	DIRECTOR	0.10	Director	$0	$0	$0
HUGH FIELD	DIRECTOR	0.10	Director	$0	$0	$0
BECKY MUDD	DIRECTOR	0.10	Director	$0	$0	$0
DONNA NELSON	DIRECTOR	0.10	Director	$0	$0	$0
ROBERT W PETERSON	DIRECTOR	0.10	Director	$0	$0	$0
DOUGLAS STANFORD MD	DIRECTOR	0.10	Director	$0	$0	$0
CATHERINE YOUNG	DIRECTOR	0.10	Director	$0	$0	$0
MICHELE PANICUCCI	PRESIDENT	1.00	Officer	$0	$24,146	$126,690

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
2020	$221,489	$221,489	No data	No data
2019	$500,000	$500,000	No data	No data
2018	$50,000	$50,000	No data	No data