IOWA HEALTHCARE LEADERS ASSOCIATION

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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

1985

Legal Domicile

Principal Officer

JEAN THOMAS

Phone

3195600435

Tax Period

2023-01-01 to 2023-12-31

IOWA HEALTHCARE LEADERS ASSOCIATION, founded in 1985, is a small nonprofit that reported $174K in total revenue in fiscal year 2023. Expenses of $162K left a modest 7% surplus.

Mission

PROFESSIONAL ASSOCIATION PROVIDING REPRESENTATION AND RESOURCES TO MEMBERS INVOLVED IN MANAGEMENT OF HEALTH RELATED BUSINESSES

Program Service Accomplishments

Program 1

Expenses: $161,622 Revenue: $174,100

TO PROVIDE EDUCATIONAL AND OTHER OPPORTUNITIES TO PROMOTE THE PROFESSIONAL GROWTH AND DEVELOPMENT OF MEDICAL GROUP MANAGERS

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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 $78,500

Program Service Revenue $94,341

Investment Income $1,259

Other Revenue $0

TOTAL REVENUE $174,100

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $161,622

Other Expenses $161,622

TOTAL EXPENSES $161,622

Year-over-Year Comparison

	2023	2022	Change
Revenue	$174,100	$179,204	0.0%
Expenses	$161,622	$150,466	+0.1%
Net Income	$12,478	$28,738	-0.6%

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KAREN STORY	DIRECTOR	1.00	Director	$0	$0	$0
DARLA STONE	SECRETARY	1.00	Officer Director	$0	$0	$0
TONY BASSETT	DIRECTOR	1.00	Director	$0	$0	$0
ERIN DALZIEL	PRESIDENT	1.00	Officer Director	$0	$0	$0
CHRIS HEESCH	DIRECTOR	1.00	Director	$0	$0	$0
HOLLI LANCASTER	DIRECTOR	1.00	Director	$0	$0	$0
JENNI TALBOTT	DIRECTOR	1.00	Officer Director	$0	$0	$0
SARA PARRIS	DIRECTOR	1.00	Director	$0	$0	$0
DAN CARPINTERO	TREASURER	1.00	Director	$0	$0	$0
DE SCHIELTZ	PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
TRISH HOHNECKER	DIRECTOR	1.00	Officer Director	$0	$0	$0
SHEILA VONDRAK	DIRECTOR	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
2024	No data	No data	No data	No data
2023	$174,100	$161,622	$94,862	$12,478
2022	$179,204	$150,466	$82,383	$28,738
2021	$117,319	$151,636	$53,644	$-34,317
2020	$100,409	$98,916	$87,961	$1,493
2019	$204,559	$208,960	$86,341	$-4,401
2018	$194,238	$228,123	$90,743	$-33,885