THE IOWA CLINIC HEALTHCARE FOUNDATION (EIN 810599749) - 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

2003

Legal Domicile

Principal Officer

AMBER LENHARDT

Phone

5158759165

Tax Period

2023-01-01 to 2023-12-31

THE IOWA CLINIC HEALTHCARE FOUNDATION, founded in 2003, is a small nonprofit in the Health Care sector that reported $172K in total revenue in fiscal year 2023. Expenses of $162K left a modest 6% surplus.

Mission

HEALTH RESEARCH AND EDUCATION

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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 $179,859

Program Service Revenue $0

Investment Income $6,281

Other Revenue $-13,652

TOTAL REVENUE $172,488

Expense Breakdown

Grants Paid $115,760

Salaries & Benefits $0

Fundraising Expenses $8,907

Program Expenses $118,102

Other Expenses $45,913

TOTAL EXPENSES $161,673

Year-over-Year Comparison

	2023	2022	Change
Revenue	$172,488	$164,068	+0.1%
Expenses	$161,673	$266,664	-0.4%
Net Income	$10,815	$-102,596	-1.1%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MATTHEW TRUMP DO	CO-CHAIR	1.00	Officer Director	$0	$0	$0
BRANDY WATERS	CO-CHAIR	1.00	Officer Director	$0	$0	$0
KEVIN CUNNINGHAM MD	BOARD MEMBER	1.00	Director	$0	$0	$0
CHRISTOPHER KIM MD	BOARD MEMBER	1.00	Director	$0	$0	$0
AMBER LENHARDT	BOARD MEMBER	1.00	Director	$0	$0	$0
KILEY SKADBURG	BOARD MEMBER	1.00	Director	$0	$0	$0
JAMES MALLEN MD	BOARD MEMBER	1.00	Director	$0	$0	$0
NICHOLAS SULLIVAN DO	BOARD MEMBER	1.00	Director	$0	$0	$0
KATHLEEN JONES MD	BOARD MEMBER	1.00	Director	$0	$0	$0
SARAH TALLMAN DO	BOARD MEMBER	1.00	Director	$0	$0	$0
SARAH SMITH DO	BOARD MEMBER	1.00	Director	$0	$0	$0
BEN VALLIER	BOARD MEMBER	1.00	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
2024	No data	No data	No data	No data
2023	$172,488	$161,673	$254,068	$10,815
2022	$164,068	$266,664	$228,558	$-102,596
2021	$103,537	$118,713	$371,367	$-15,176
2020	$76,830	$72,569	$374,868	$4,261
2019	$142,512	$62,236	$353,868	$80,276
2018	$142,018	$46,296	$265,850	$95,722

THE IOWA CLINIC HEALTHCARE FOUNDATION