UNITYPOINT HEALTH-MARSHALLTOWN (EIN 815034179) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2016

Legal Domicile

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

TO IMPROVE THE HEALTH OF THE PEOPLE AND COMMUNITIES WE SERVE THROUGH HEALING, CARING & TEACHING.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

559

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

$1,324,259

Total Directors

$1,710,334

Key Employees

$528,970

Highest Compensated

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

UNITYPOINT HEALTH-MARSHALLTOWN