UNITYPOINT HEALTH-MARSHALLTOWN FOUNDATION (EIN 421388518) - 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

1991

Legal Domicile

Principal Officer

PAM DELAGRADELLE

Phone

6417545126

Tax Period

2023-01-01 to 2023-12-31

UNITYPOINT HEALTH-MARSHALLTOWN FOUNDATION, founded in 1991, is a small nonprofit in the Unknown sector that reported $373K in total revenue in fiscal year 2023. Revenue fell 45% from the prior year — a significant decline worth monitoring. Expenses of $652K exceeded revenue, resulting in a 75% operating deficit.

Mission

TO DEVELOP RELATIONSHIPS AND FINANCIAL RESOURCES TO SUPPORT UNITYPOINT HEALTH'S MISSION OF PROVIDING HEALTHCARE THAT MEETS THE NEEDS OF THE COMMUNITIES ITS SERVES.

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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 $353,573

Program Service Revenue $0

Investment Income $19,101

Other Revenue $270

TOTAL REVENUE $372,944

Expense Breakdown

Grants Paid $569,063

Salaries & Benefits $55,916

Fundraising Expenses $67,395

Program Expenses $569,063

Other Expenses $13,877

TOTAL EXPENSES $651,606

Year-over-Year Comparison

	2023	2022	Change
Revenue	$372,944	$678,024	-0.4%
Expenses	$651,606	$977,860	-0.3%
Net Income	$-278,662	$-299,836	-0.1%

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

$2,413,277

Total Directors

$1,566,182

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KEN ANDERSON	BOARD MEMBER	1.00	Director	$0	$0	$0
BOBBI BRANDENBURG	BOARD MEMBER	1.00	Director	$0	$0	$0
SUSAN EBERHART	BOARD MEMBER	1.00	Director	$0	$0	$0
JOEL GREER	BOARD SECRETARY	1.00	Officer Director	$0	$0	$0
CHRISTINE ISOM	BOARD MEMBER	1.00	Director	$0	$0	$0
DOUG JOSLIN	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
JERIMI KOPSA	BOARD MEMBER	1.00	Director	$0	$0	$0
JEFF KROUGH	BOARD MEMBER	1.00	Director	$0	$0	$0
LINDA KUHL	BOARD VICE CHAIR	1.00	Officer Director	$0	$0	$0
ROBERT THOMAS	BOARD TREASURER	1.00	Officer Director	$0	$0	$0
PAMELA DELAGARDELLE TO 823	PRESIDENT/CEO AMHC	1.00	Officer Director	$0	$102,337	$1,082,998
JENNIFER FRIEDLY FR 823	BOARD MEMBER, PRES UPHM/MARKET PRES AMHC	1.00	Officer Director	$0	$76,127	$483,184
DEIRDRE GRUENDLER TO 423	EXECUTIVE DIRECTOR	40.00	Officer	$0	$6,187	$75,596
ZACH FRENCH	VP FINANCE	1.00	Officer	$0	$16,492	$243,151
STEVEN PALMERSHEIM-VP FIN TO 1221	CFO UPC & ACO	0.00	Officer	$0	$77,246	$528,348

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	$372,944	$651,606	$3,005,745	$-278,662
2022	$678,024	$977,860	$2,820,838	$-299,836
2021	$1,360,043	$983,552	$2,465,736	$376,491
2020	$941,954	$361,635	$1,327,257	$580,319
2019	$267,238	$208,647	$707,402	$58,591
2018	$427,977	$517,562	$675,630	$-89,585

UNITYPOINT HEALTH-MARSHALLTOWN FOUNDATION