Civic Intelligence

Palmer Memorial Foundation

990EZ • Fiscal year 2015 • EIN 42-1032878

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 14, 2016

Organization Profilewww.gundersenhealth.org/palmer/foundation

Refreshing map…

112 Jefferson StWest Union, IA 52175

(563) 422-3811

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

71st percentile

0.04x

Higher debt load relative to assets than 71% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

87th percentile

0.20x

Higher debt load relative to revenue than 87% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

52nd percentile

3.8%

Higher net margin than 52% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

57th percentile

5.6%

Faster asset growth than 57% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

34th percentile

-9.9%

Faster revenue growth than 34% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets71st percentile

Assets

Up

$388,632

Up $20,683 (+5.6%) from 2014

Net Assets

Up

$371,244

Up $3,295 (+0.9%) from 2014

Liabilities

Up

$17,388

Up $17,388 from 2014

Revenue And Expenses
Liabilities / Revenue87th percentileNet Margin52nd percentile

Revenue

Down

$85,726

Down $9,424 (-9.9%) from 2014

Expenses

Down

$82,431

Down $417,176 (-84%) from 2014

Net Income

Up

$3,295

Up $407,752 (+101%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.5M$1.0M$500K$0Assets 2010: $860,696Liabilities 2010: $15,891Net Assets 2010: $844,8052010Assets 2011: $661,738Liabilities 2011: $0Net Assets 2011: $661,7382011Assets 2012: $1,100,137Liabilities 2012: $0Net Assets 2012: $1,100,1372012Assets 2013: $772,406Liabilities 2013: $0Net Assets 2013: $772,4062013Assets 2014: $367,949Liabilities 2014: $0Net Assets 2014: $367,9492014Assets 2015: $388,632Liabilities 2015: $17,388Net Assets 2015: $371,2442015Assets 2016: $340,438Liabilities 2016: $12,228Net Assets 2016: $328,2102016Assets 2017: $359,120Liabilities 2017: $13,787Net Assets 2017: $345,3332017Assets 2018: $390,749Liabilities 2018: $12,658Net Assets 2018: $378,0912018Assets 2019: $470,547Liabilities 2019: $25,337Net Assets 2019: $445,2102019Assets 2020: $523,907Liabilities 2020: $15,924Net Assets 2020: $507,9832020Assets 2021: $689,142Liabilities 2021: $12,017Net Assets 2021: $677,1252021Assets 2022: $714,329Liabilities 2022: $20Net Assets 2022: $714,3092022Assets 2023: $1,112,821Liabilities 2023: $5,222Net Assets 2023: $1,107,5992023Assets 2024: $1,189,732Liabilities 2024: $3,560Net Assets 2024: $1,186,1722024

Highlighted filing

2015

Assets$388,632
Liabilities$17,388
Net Assets$371,244
Open 2015 Filing

Operations Trend

Revenue Growth34th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$500K$0-$500KExpenses 2010: $62,7852010Expenses 2011: $257,0882011Expenses 2012: $72,3792012Revenue 2013: $85,179Expenses 2013: $412,909Net Income 2013: -$327,7302013Revenue 2014: $95,150Expenses 2014: $499,607Net Income 2014: -$404,4572014Revenue 2015: $85,726Expenses 2015: $82,431Net Income 2015: $3,2952015Revenue 2016: $49,165Expenses 2016: $92,199Net Income 2016: -$43,0342016Revenue 2017: $49,397Expenses 2017: $32,274Net Income 2017: $17,1232017Revenue 2018: $62,738Expenses 2018: $29,980Net Income 2018: $32,7582018Revenue 2019: $116,650Expenses 2019: $49,531Net Income 2019: $67,1192019Revenue 2020: $107,691Expenses 2020: $44,918Net Income 2020: $62,7732020Revenue 2021: $229,535Expenses 2021: $60,393Net Income 2021: $169,1422021Revenue 2022: $102,764Expenses 2022: $65,580Net Income 2022: $37,1842022Revenue 2023: $411,691Expenses 2023: $18,401Net Income 2023: $393,2902023Revenue 2024: $154,247Expenses 2024: $75,674Net Income 2024: $78,5732024

Highlighted filing

2015

Revenue$85,726
Expenses$82,431
Net Income$3,295
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 14, 2016
Return Version
2015v2.1
Gross Receipts
$85,726
Mission and Program Overview

Mission

To support gundersen palmer lutheran hospital and clinics

To support Palmer Lutheran Health Center

Program Services

DescriptionGrantsExpenses
Palmer Memorial Foundation was established in 1975 as a non-profit organization whose sole objective and purpose is to fund the healthcare needs of Northeast Iowa. Over the years, gifts large and small have assisted the Foundation in providing new technology, education, services and programs to the community and Palmer Lutheran Health Center. During 2015, Palmer Memorial Foundation granted funds for the following items: New ambulance, Stress Testing Machine, Bili-chek Machine, Farm First Aide Kits, Volunteer appreciation gifts, grief support group materials, leadership and patient education materials, bicycle rodeo supplies, hospice supplies for families, Speech Therapy Supplies, Pulse oximeter, radiology mattress, Oncology furniture and supplies for Pampered in Pink (our breast cancer awareness program), programming including healthy eating and exercise programs for area schools and supporing numerous other area programming.$55,562$66,562
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dr Rudy KrausPresident-$0--
Janice KnoxPresident - Elect-$0--
Rhonda SchaufenbuelTreasurer-$0--
Jane MarshallMember-At-Large-$0--
Rebecca KellyDirector-$0--
Vic PavlovecPlhc Representative-$0--
Carolyn RoysSecretary-$0--
Sharon Duffy UIUDirector-$0--
Bev StrongDirector-$0--
Lynn LauerDirector-$0--
Cheryl MeyerFoundation Director-$0--
Jamie HoeyFoundation Coordinator-$0--
Filing and Contact Details

Filer

Filer Name
Palmer Memorial Foundation
EIN
42-1032878
Phone
5634223811
Address
112 JEFFERSON ST, WEST UNION, IA 52175

Signing Officer

Name
Brenda Moser
Title
CFO-Palmer Lutheran Health
Phone
5634223811
Signed
2016-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Wipfli LLP
Address
3703 Oakwood Hills Pkwy, Eau Claire, WI 54701
Preparer
Paul M Traczek CPA
Phone
7158323407
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 4 - Other Investment Income

“Description: Interest Income. Amount: 1,896.”

Form 990-EZ, Part I, Line 16 - Other Expenses

“Description: Office Expenses. Amount: 14,266.”

Form 990-EZ, Part II, Line 26 - Other Liabilities

“Description: Accounts Payable. Beg. of Year Amount: 0. End of Year Amount: 17,388.”

Form 990-EZ, Part V, Line 34:

“The organizing or governing documents were amended to reflect the affiliation with Gundesen Lutheran Health System, Inc. during 2015 and to update the composition of the board of directors.”

Raw XML Appendix202 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Dr Rudy Kraus
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Jane Marshall
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Rebecca Kelly
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Vic Pavlovec
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Carolyn Roys
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Sharon Duffy UIU
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Bev Strong
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Lynn Lauer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10Cheryl Meyer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11Jamie Hoey
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President - Elect
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Member-at-large
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5PLHC Representative
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Director
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11Foundation Coordinator
IRS990EZ/OperateHospitalInd00
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IRS990EZ/OtherChangesInNetAssetsAmt00
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IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0To support Palmer Lutheran Health Center
IRS990EZ/PrintingPublicationsPostageAmt02603
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Palmer Memorial Foundation was established in 1975 as a non-profit organization whose sole objective and purpose is to fund the healthcare needs of Northeast Iowa. Over the years, gifts large and small have assisted the Foundation in providing new technology, education, services and programs to the community and Palmer Lutheran Health Center. During 2015, Palmer Memorial Foundation granted funds for the following items: New ambulance, Stress Testing Machine, Bili-chek Machine, Farm First Aide Kits, Volunteer appreciation gifts, grief support group materials, leadership and patient education materials, bicycle rodeo supplies, hospice supplies for families, Speech Therapy Supplies, Pulse oximeter, radiology mattress, Oncology furniture and supplies for Pampered in Pink (our breast cancer awareness program), programming including healthy eating and exercise programs for area schools and supporing numerous other area programming.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt055562
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt066562
IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/SchoolOperatingInd00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
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IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt082431
IRS990EZ/TotalProgramServiceExpensesAmt066562
IRS990EZ/TotalRevenueAmt085726
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt080284
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: Interest Income. Amount: 1,896.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description: Office Expenses. Amount: 14,266.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description: Accounts Payable. Beg. of Year Amount: 0. End of Year Amount: 17,388.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The organizing or governing documents were amended to reflect the affiliation with Gundesen Lutheran Health System, Inc. during 2015 and to update the composition of the board of directors.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 4 - Other Investment Income
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16 - Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part II, Line 26 - Other Liabilities
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part V, Line 34:
TransferPrsnlBnftContractsDecl/DeclarationDesc0The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract.
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Brenda Moser
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO-Palmer Lutheran Health
ReturnHeader/BusinessOfficerGrp/PhoneNum05634223811
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PALMER MEMORIAL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PALM
ReturnHeader/Filer/EIN0421032878
ReturnHeader/Filer/PhoneNum05634223811
ReturnHeader/Filer/USAddress/AddressLine1Txt0112 JEFFERSON ST
ReturnHeader/Filer/USAddress/CityNm0WEST UNION
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd052175
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390758449
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Wipfli LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03703 Oakwood Hills Pkwy
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Eau Claire
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd054701
ReturnHeader/PreparerPersonGrp/PhoneNum07158323407
ReturnHeader/PreparerPersonGrp/PreparationDt02016-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAUL M TRACZEK CPA
ReturnHeader/ReturnTs02016-11-14T16:07:06-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$388,632
Liabilities
$17,388
Net assets
$371,244
Revenue
$85,726
Expenses
$82,431
Net income
$3,295
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.19$0.00$1.19$0.15$0.08$0.08
2023Summary only. Only limited summary data is available for this year.$1.11$0.01$1.11$0.41$0.02$0.39
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.71$0.00$0.71$0.10$0.07$0.04
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.69$0.01$0.68$0.23$0.06$0.17
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.52$0.02$0.51$0.11$0.04$0.06
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.47$0.03$0.45$0.12$0.05$0.07
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.39$0.01$0.38$0.06$0.03$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.36$0.01$0.35$0.05$0.03$0.02
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.34$0.01$0.33$0.05$0.09$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.39$0.02$0.37$0.09$0.08$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.37$0.00$0.37$0.10$0.50$0.40
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.77$0.00$0.77$0.09$0.41$0.33
2012XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.10$0.00$1.10$0.07
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.66$0.00$0.66$0.26
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.86$0.02$0.84$0.06