UNITYPOINT HEALTH-MARSHALLTOWN

EIN: 815034179 501(c)(3) Health Care

MARSHALLTOWN, IA

Total Revenue
$86,680,115
Total Expenses
$80,026,164
Total Assets
$90,621,223
Net Assets
$42,828,301
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2016
Legal Domicile
IA
Principal Officer
JENNIFER FRIEDLY
Phone
6417545151
Tax Period
2024-01-01 to 2024-12-31

UNITYPOINT HEALTH-MARSHALLTOWN, founded in 2016, is a mid-sized nonprofit in the Health Care sector that reported $86.7M in total revenue in fiscal year 2024. Revenue grew 14% year-over-year, indicating healthy expansion. Expenses of $80.0M left a modest 8% surplus.

Mission

THE MISSION OF UNITYPOINT HEALTH-MARSHALLTOWN IS TO IMPROVE THE HEALTH OF THE PEOPLE AND COMMUNITIES WE SERVE THROUGH HEALING, CARING AND TEACHING.

Program Service Accomplishments

Program 1
Expenses: $74,837,631 Revenue: $83,553,581

UNITYPOINT HEALTH-MARSHALLTOWN PROVIDES INPATIENT AND OUTPATIENT MEDICAL SERVICES TO TREAT INDIVIDUALS WITH DISEASES, ILLNESS AND INJURIES WITH VARYING COMPLEXITIES. IT PROVIDES SERVICES TO IMPROVE...

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UNITYPOINT HEALTH-MARSHALLTOWN PROVIDES INPATIENT AND OUTPATIENT MEDICAL SERVICES TO TREAT INDIVIDUALS WITH DISEASES, ILLNESS AND INJURIES WITH VARYING COMPLEXITIES. IT PROVIDES SERVICES TO IMPROVE THE HEALTH OF PATIENTS AND TO BETTER THEIR QUALITY OF LIFE. ALL SERVICES ARE PROVIDED REGARDLESS OF AN INDIVIDUAL'S RACE, CREED, SEX, NATIONALITY, HANDICAP, AGE OR ABILITY TO COMPENSATE FOR SERVICES RENDERED. THESE INCLUDE, BUT ARE NOT LIMITED TO, GENERAL ACUTE CARE, SURGERIES, INTENSIVE CARE AND CRITICAL CARE, MENTAL HEALTH CARE, CARDIOLOGY, ONCOLOGY, REHABILITATION, BEHAVIORAL DISORDER PROGRAMS, LABORATORY, PHARMACEUTICAL DRUGS, WOUND CARE, EMERGENCY SERVICES, OUTPATIENT CLINICS, CHECK-UPS AND RADIOLOGY. SOME OF THE SERVICES PROVIDED DO NOT GENERATE ENOUGH INCOME TO OFFSET THEIR COST. IN THE FISCAL PERIOD ENDED DECEMBER 31, 2024, UNITYPOINT HEALTH-MARSHALLTOWN ADMITTED 958 PATIENTS; RESULTING IN A TOTAL OF 3,259 PATIENT DAYS. OUTPATIENT VISITS TOTALED 57,447 AND TOTAL OUTPATIENT SURGERY REGISTRATIONS FOR THE SAME PERIOD WERE 1,985. THERE WERE ALSO 18,651 EMERGENCY ROOM VISITS.

Program 2
Expenses: $2,241,966 Revenue: $0

CHARITY CARE, MEANS-TESTED PROGRAMS AND OTHER COMMUNITY BENEFITSCHARITY CARE AND MEANS-TESTED PROGRAMS: UNITYPOINT HEALTH-MARSHALLTOWN PROVIDES CHARITY CARE AND OTHER MEANS-TESTED PROGRAMS WITH THE...

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CHARITY CARE, MEANS-TESTED PROGRAMS AND OTHER COMMUNITY BENEFITSCHARITY CARE AND MEANS-TESTED PROGRAMS: UNITYPOINT HEALTH-MARSHALLTOWN PROVIDES CHARITY CARE AND OTHER MEANS-TESTED PROGRAMS WITH THE GOAL TO IMPROVE THE COMMUNITY'S OVERALL HEALTH AND ACCESS TO CARE. THIS INCLUDES HEALTH-CARE SERVICES REGARDLESS OF THE PATIENT'S INSURANCE COVERAGE OR FINANCIAL STATUS. CHARITY CARE AND PARTIAL TO FULL FINANCIAL ASSISTANCE IS PROVIDED TO PATIENTS ON A CASE-BY-CASE BASIS. CHARITY CARE WAS MADE AVAILABLE AT A VALUE OF $600,471 IN 2024. OFTEN TIMES, ALLEN MEMORIAL HOSPITAL CORPORATION RECEIVES PAYMENTS FROM PAYORS OR PATIENTS THAT ARE LESS THAN IT CHARGES FOR SERVICES. UNITYPOINT HEALTH - MARSHALLTOWN PARTICIPATES IN MEDICAID AND OTHER GOVERNMENT-SPONSORED HEALTH-CARE PROGRAMS. UNITYPOINT HEALTH-MARSHALLTOWN'S NET COST OF PROVIDING CARE FOR WHICH IT RECEIVES PAYMENT BELOW ITS COST IS $0 FOR 2024. TOTAL CHARITY CARE AND MEANS-TESTED PROGRAMS REPORTED VALUE: $600,471.OTHER BENEFITS: UNITYPOINT HEALTH-MARSHALLTOWN PROVIDES SEVERAL OTHER BENEFITS THAT ASSIST THE COMMUNITY. PROGRAMS MAY INCLUDE, BUT ARE NOT LIMITED TO, COMMUNITY HEALTH IMPROVEMENT SERVICES AND COMMUNITY BENEFIT OPERATIONS SUCH AS PREVENTION AND HEALTH SCREENINGS; HEALTH PROFESSIONAL'S EDUCATION; SUBSIDIZED HEALTH SERVICES; RESEARCH, AND CASH AND IN-KIND CONTRIBUTIONS TO COMMUNITY GROUPS. UNITYPOINT HEALTH-MARSHALLTOWN COLLABORATES WITH OTHER HOSPITALS, CHURCHES, SCHOOLS, CHAMBERS OF COMMERCE AND DAYCARE CENTERS TO IMPROVE COMMUNITY HEALTH AND EXPAND ACCESS TO HEALTH CARE. UNITYPOINT HEALTH-MARSHALLTOWN HAS DEDICATED STAFF TO ASSIST COMMUNITY BENEFIT EFFORTS. TOTAL OTHER BENEFITS REPORTED VALUE: $1,641,495.

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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 (2024)

Revenue Breakdown

Contributions & Grants $2,789,327
Program Service Revenue $83,128,668
Investment Income $116,105
Other Revenue $646,015
TOTAL REVENUE $86,680,115

Expense Breakdown

Grants Paid $164,177
Salaries & Benefits $44,488,443
Fundraising Expenses $0
Program Expenses $77,079,597
Other Expenses $35,373,544
TOTAL EXPENSES $80,026,164

Year-over-Year Comparison

2024 2023 Change
Revenue $86,680,115 $76,201,417 +0.1%
Expenses $80,026,164 $73,892,219 +0.1%
Net Income $6,653,951 $2,309,198 +1.9%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
9
Independent Members
4
Employees
559
Volunteers
4

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
3
$1,324,259
Total Directors
9
$1,710,334
Key Employees
2
$528,970
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
STACEY BENTLEY BOARD MEMBER 1.00
Director
$0 $0 $0
KYLE CHRISTIASON MD BOARD CHAIR 1.00
Officer Director
$0 $47,721 $502,174
BRYAN EARNEST BOARD MEMBER 1.00
Director
$0 $0 $0
JENNIFER FRIEDLY BOARD MEMBER/MARKET PRESIDENT 1.00
Officer Director
$0 $77,969 $562,472
JOAN HEADINGTON BOARD MEMBER 1.00
Director
$0 $0 $1,181
CAROL HIBBS BOARD MEMBER 1.00
Director
$0 $0 $0
LANCE HORBACH BOARD MEMBER 1.00
Director
$0 $0 $0
PRADEEP RAMESH MD BOARD MEMBER 1.00
Director
$0 $54,228 $643,326
EDITA BEGIC BOARD MEMBER 1.00
Director
$0 $0 $1,181
ZACHARY FRENCH MARKET VP FINANCE 1.00
Officer
$0 $17,935 $259,613
SHARON KING HOSPITAL ADMINISTRATOR 40.00
Key Emp
$215,567 $33,303 $248,870
NATALIE HUNTER MARKET VP OPERATIONS 1.00
Key Emp
$0 $31,809 $280,100
HEIDI PROSE NURSE PRACTITIONER 40.00
Highest
$198,791 $10,192 $208,983
CHELSEY HALVERSON PA-C PHYSICIAN ASSISTANT 40.00
Highest
$191,578 $22,981 $214,559
JAIME HOOLEY PA-C PHYSICIAN ASSISTANT 40.00
Highest
$221,012 $40,581 $261,593
JOHN MCCUNE MD PHYSICIAN 40.00
Highest
$314,639 $40,934 $355,573
STEVE SCURR DO PHYSICIAN 40.00
Highest
$629,058 $48,621 $677,679
PAMELA DELAGARDELLE TO 823 FORMER PRESIDENT & CEO 0.00
$0 $136,439 $934,735
STEVEN PALMERSHEIM TO 1221 FORMER VP FINANCE 0.00
$0 $85,286 $549,310
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 $86,680,115 $80,026,164 $90,621,223 $6,653,951
2023 $76,201,417 $73,892,219 $81,843,302 $2,309,198
2022 $75,827,519 $70,848,835 $83,012,734 $4,978,684
2021 $71,644,167 $64,430,148 $74,744,500 $7,214,019
2020 $75,277,702 $69,510,426 $49,525,854 $5,767,276
2019 $66,276,488 $64,737,854 $50,695,029 $1,538,634
2018 $66,006,364 $74,110,987 $51,744,315 $-8,104,623
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