UNITYPOINT AT HOME (EIN 421477471) - 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

1998

Legal Domicile

Principal Officer

JENN OFELT

Phone

5152416161

Tax Period

2023-01-01 to 2023-12-31

UNITYPOINT AT HOME, founded in 1998, is a major nonprofit that reported $271.9M in total revenue in fiscal year 2023. Revenue grew 9% year-over-year, indicating healthy expansion.

Mission

IMPROVE THE HEALTH OF THE PEOPLE AND COMMUNITIES WE SERVE.

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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 $1,122,294

Program Service Revenue $267,872,597

Investment Income $1,601,891

Other Revenue $1,347,241

TOTAL REVENUE $271,944,023

Expense Breakdown

Grants Paid $126,395

Salaries & Benefits $104,696,455

Fundraising Expenses $0

Program Expenses $230,609,590

Other Expenses $163,824,801

TOTAL EXPENSES $268,647,651

Year-over-Year Comparison

	2023	2022	Change
Revenue	$271,944,023	$248,807,327	+0.1%
Expenses	$268,647,651	$252,277,166	+0.1%
Net Income	$3,296,372	$-3,469,839	-2.0%

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

1289

Volunteers

270

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

$2,520,541

Total Directors

$2,737,436

Key Employees

$1,577,195

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
HOLLEY BERMEL DO	BOARD VICE CHAIR	1.00	Officer Director	$0	$20,552	$326,808
LEANNE BURRACK	BOARD MEMBER	1.00	Director	$0	$0	$0
PAMELA DELAGARDELLE TO 0823	BOARD MEMBER	1.00	Director	$0	$102,337	$1,082,998
DIANA EDWARDS MD	BOARD CHAIR	1.00	Officer Director	$0	$46,307	$429,455
DEBBIE FREIBURG	BOARD MEMBER	1.00	Director	$0	$0	$0
DEBRA JOHNSON	BOARD MEMBER	1.00	Officer Director	$0	$0	$0
BRADLEY MANNING MD	BOARD MEMBER	1.00	Director	$0	$0	$11,475
ERIC NEVERMAN DO	BOARD MEMBER	1.00	Director	$0	$28,169	$520,781
BRIAN SCOTT	BOARD TREASURER/SECRETARY	1.00	Officer Director	$0	$0	$0
DEBRA SHRIVER	BOARD MEMBER	1.00	Director	$0	$0	$0
ANDREA WHITE MD	BOARD MEMBER	1.00	Director	$0	$25,853	$365,919
PATRICIA NEWLAND MD - PHYSICIAN	BOARD MEMBER/PRESIDENT/CEO (FR 05/22)	1.00	Officer	$0	$104,680	$967,188
JENN OFELT	CHIEF OPERATING OFFICER	40.00	Officer	$442,170	$48,427	$490,597
MICHAEL WELSCH	VP FINANCE & REV CYCLE	40.00	Officer	$274,414	$32,079	$306,493
KRISTA BISHOP	VP HOSPICE	40.00	Key Emp	$181,098	$31,902	$213,000
CHRISTINA PINKLEY	VP HOME HEALTH	40.00	Key Emp	$216,107	$10,739	$226,846
PATRICK REEVES	VP HOME MEDICAL EQUIPMENT	40.00	Key Emp	$184,022	$24,245	$208,267
ABBY RATZLAFF	DIRECTOR INFUSION PHARMACY	40.00	Key Emp	$196,982	$13,830	$210,812
TODD RICHARD	VP PATIENT ACCESS	40.00	Key Emp	$230,171	$27,437	$257,608
ELIZABETH SCHWARZ	DIRECTOR HR	1.00	Key Emp	$165,838	$10,278	$201,002
MARISSA SMITH	CHIEF COMPLIANCE OFFICER	40.00	Key Emp	$225,193	$34,467	$259,660
LOIS GLANZ	DIRECTOR CLINICIAL OPTIMIZATION	40.00	Highest	$145,773	$18,657	$164,430
ERIN TEMPLETON	DIR CLINICAL PROCESS IMPROV.	40.00	Highest	$145,257	$18,028	$163,285
AMY LEISTER	DIRECTOR CLINICAL EDUCATION	40.00	Highest	$164,889	$19,985	$184,874
DIANNE SCHULTZ	DIRECTOR CARE AT HOME SVCS	40.00	Highest	$212,697	$11,582	$224,279
MAREN STEENSEN	PHARMACY MANAGER	40.00	Highest	$163,885	$9,809	$173,694
DAVID WILLIAMS MD TO 0420	SVP CHIEF CLINICAL OFFICER-UPH (FR 04/20)	0.00		$0	$137,030	$1,857,782
JANE ARNOLD TO 1218	FORMER VP OPERATIONS	0.00		$0	$62,104	$392,873
JESSICA MEISNER TO 0222	FMR VP HUMAN RESOURCES	1.00		$0	$44,331	$575,906

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	$271,944,023	$268,647,651	$95,645,964	$3,296,372
2022	$248,807,327	$252,277,166	$93,805,076	$-3,469,839
2021	$239,490,009	$235,916,177	$105,258,341	$3,573,832
2020	$222,155,566	$214,958,508	$111,756,123	$7,197,058
2019	$209,781,844	$201,734,558	$87,489,703	$8,047,286
2018	$189,743,815	$197,084,660	$69,229,634	$-7,340,845

UNITYPOINT AT HOME