AMITY FELLOWSERVE-IOWA INC (EIN 421439662) - 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

1995

Legal Domicile

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

PROVIDE RESIDENTIAL ACCOMODATIONS AND HOSPITALITY SERVICES TO THE RETIRED AND ELDERLY.

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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 (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

Governance

Voting Members

Independent Members

Employees

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

$408,800

Total Directors

$313,498

Key Employees

Highest Compensated

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

AMITY FELLOWSERVE-IOWA INC