VNA HOSPICE OF SOUTHWEST IOWA

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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

1990

Legal Domicile

Principal Officer

CAROLE PATRICK

Phone

4023425566

Tax Period

2023-01-01 to 2023-12-31

Mission

CHERISHING LIFE'S JOURNEY THROUGH AN EXTRAORDINARY COMMITMENT TO COMPASSION, COMFORT AND HOLISTIC CARE.

Program Service Accomplishments

Program 1

Expenses: $0 Revenue: $0

DURING 2021, THE HOSPICE OPERATIONS OF VNA HOSPICE OF SOUTHWEST IOWA WERE SOLD. THE ORGANIZATION WILL CONTINUE TO OPERATE UNTIL THE REMAINING ASSETS ARE TRANSFERRED.

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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 $0

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $0

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $0

TOTAL EXPENSES $0

Year-over-Year Comparison

	2023	2022	Change
Revenue	N/A	$2,687	-1.0%
Expenses	N/A	$9,909	-1.0%
Net Income	N/A	$-7,222	N/A

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

N/A

Independent Members

N/A

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

$611,844

Total Directors

$429,394

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMES SUMMERFELT	PRESIDENT & CEO THRU 9/23	5.00	Officer Director	$0	$21,515	$268,206
DAVID VANLANDINGHAM	VP FINANCE/CFO THRU 12/23	5.00	Officer	$0	$12,556	$182,450
CAROLE PATRICK	PRESIDENT & CEO THRU 12/23	5.00	Officer Director	$0	$11,950	$161,188
JASON HANSEN	CHAIR THRU 12/23	1.00	Officer Director	$0	$0	$0
ELIZABETH MURPHY	VICE CHAIR THRU 12/23	1.00	Officer Director	$0	$0	$0
RICHARD SECOR	SECRETARY THRU 12/23	1.00	Officer Director	$0	$0	$0
SEAN WINEKAUF	TREASURER THRU 12/23	1.00	Officer 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
2023	No data	No data	No data	No data
2022	$2,687	$9,909	$2,441,603	$-7,222
2021	$1,890,167	$621,771	$2,449,063	$1,268,396
2020	$1,678,948	$1,175,499	$1,311,115	$503,449
2019	$1,452,332	$1,035,123	$766,315	$417,209