AMITY FELLOWSERVE-IOWA INC

EIN: 421439662 501(c)(3)

WATERLOO, IA

Total Revenue
$3,238,509
Total Expenses
$1,100,056
Total Assets
N/A
Net Assets
N/A
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1995
Legal Domicile
IA
Principal Officer
LISA GATES
Phone
3192335555
Tax Period
2022-01-01 to 2022-12-31

AMITY FELLOWSERVE-IOWA INC, founded in 1995, is a community nonprofit that reported $3.2M in total revenue in fiscal year 2022. Revenue surged 99% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.1M, a strong 66% operating margin.

Mission

TO PROVIDE A DIGNIFIED ALTERNATIVE TO TRADITIONAL LONG-TERM CARE. THROUGH THIS RESIDENTIAL ALTERNATIVE LIVING MODEL, INDIVIDUALS HAVE ACCESS TO COMPREHENSIVE AND AFFORDABLE SERVICES. BY PROVIDING CHOICES, OPTIONS, AND PERSONALIZED CARE, RESIDENTS HAVE THE OPPORTUNITY TO MAINTAIN CONTROL OF THEIR LIVES.

Program Service Accomplishments

Program 1
Expenses: $695,386 Revenue: $628,610

THE ORGANIZATION PROVIDED RESIDENTIAL ACCOMODATIONS AND HOSPITALITY SERVICES TO 50 RETIRED AND ELDERLY OCCUPANTS THROUGH JUNE 1, 2022.

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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%)

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Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $1,038,161
Program Service Revenue $628,610
Investment Income $1,571,738
Other Revenue $0
TOTAL REVENUE $3,238,509

Expense Breakdown

Grants Paid $0
Salaries & Benefits $275,125
Fundraising Expenses $0
Program Expenses $695,386
Other Expenses $824,931
TOTAL EXPENSES $1,100,056

Year-over-Year Comparison

2022 2021 Change
Revenue $3,238,509 $1,625,361 +1.0%
Expenses $1,100,056 $1,803,699 -0.4%
Net Income $2,138,453 $-178,338 -13.0%
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

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Governance

Voting Members
11
Independent Members
10
Employees
40
Volunteers
14

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
5
$408,800
Total Directors
11
$313,498
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
LISA GATES SECRETARY 1.00
Officer Director
$0 $32,373 $313,498
DENISE HANSON PRESIDENT 0.20
Officer Director
$0 $0 $0
BRAD MORRIS VICE PRESIDENT 0.20
Officer Director
$0 $0 $0
KRISTIN SCHAEFER TREASURER 0.20
Officer Director
$0 $0 $0
JESSE TINK DIRECTOR 0.20
Director
$0 $0 $0
CHRIS RYGH DIRECTOR 0.20
Director
$0 $0 $0
JORDAN CORNWELL DIRECTOR 0.20
Director
$0 $0 $0
WENDY SMITH DIRECTOR 0.20
Director
$0 $0 $0
BRIAN HAASE DIRECTOR 0.20
Director
$0 $0 $0
JAMES GRADY DIRECTOR 0.20
Director
$0 $0 $0
JAY NARDINI FORMER DIRECTOR 0.20
Director
$0 $0 $0
EMILY BECKER-DAHL MANAGER 45.00
Officer
$0 $11,387 $95,302
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
2022 $3,238,509 $1,100,056 No data $2,138,453
2021 $1,625,361 $1,803,699 $2,293,355 $-178,338
2020 $1,678,327 $1,856,473 $2,489,872 $-178,146
2019 $1,882,522 $1,919,147 $2,644,972 $-36,625
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