Civic Intelligence

Unitypoint Health-Marshalltown Foundation

990 • Fiscal year 2019 • EIN 42-1388518

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 13, 2020

3 South 4th AveMarshalltown, IA 50158

(641) 754-5126

Siviq Scores

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

Liabilities / Assets

1st percentile

-0.06x

Higher debt load relative to assets than 1% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

1st percentile

-0.15x

Higher debt load relative to revenue than 1% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Net Margin

78th percentile

22%

Higher net margin than 78% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

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

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Asset Growth

54th percentile

4.7%

Faster asset growth than 54% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

8th percentile

-38%

Faster revenue growth than 8% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Assets

Up

$707,402

Up $31,772 (+4.7%) from 2018

Net Assets

Up

$746,628

Up $70,998 (+11%) from 2018

Liabilities

Down

-$39,226

Down $39,226 from 2018

Revenue

Down

$267,238

Down $160,739 (-38%) from 2018

Expenses

Down

$208,647

Down $308,915 (-60%) from 2018

Net Income

Up

$58,591

Up $148,176 (+165%) from 2018

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MAssets 2010: $1,164,934Liabilities 2010: $6,860Net Assets 2010: $1,158,0742010Assets 2011: $1,195,878Liabilities 2011: $7,013Net Assets 2011: $1,188,8652011Assets 2012: $986,175Liabilities 2012: $19,015Net Assets 2012: $967,1602012Assets 2013: $1,085,678Liabilities 2013: $6,794Net Assets 2013: $1,078,8842013Assets 2014: $1,118,827Liabilities 2014: $31,319Net Assets 2014: $1,087,5082014Assets 2015: $1,164,215Liabilities 2015: $36,980Net Assets 2015: $1,127,2352015Assets 2016: $966,062Liabilities 2016: $0Net Assets 2016: $966,0622016Assets 2017: $775,845Liabilities 2017: $0Net Assets 2017: $775,8452017Assets 2018: $675,630Liabilities 2018: $0Net Assets 2018: $675,6302018Assets 2019: $707,402Liabilities 2019: -$39,226Net Assets 2019: $746,6282019Assets 2020: $1,327,257Liabilities 2020: $28,410Net Assets 2020: $1,298,8472020Assets 2021: $2,465,736Liabilities 2021: $790,985Net Assets 2021: $1,674,7512021Assets 2022: $2,820,838Liabilities 2022: $1,471,172Net Assets 2022: $1,349,6662022Assets 2023: $3,005,745Liabilities 2023: $1,912,595Net Assets 2023: $1,093,1502023Assets 2024: $984,251Liabilities 2024: $21,116Net Assets 2024: $963,1352024

Highlighted filing

2019

Assets$707,402
Liabilities-$39,226
Net Assets$746,628

Operations Trend

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $200,0702010Expenses 2011: $189,2372011Revenue 2012: $59,286Expenses 2012: $320,987Net Income 2012: -$261,7012012Expenses 2013: $117,7272013Revenue 2014: $155,435Expenses 2014: $190,398Net Income 2014: -$34,9632014Revenue 2015: $486,364Expenses 2015: $310,739Net Income 2015: $175,6252015Revenue 2016: $114,929Expenses 2016: $225,260Net Income 2016: -$110,3312016Revenue 2017: $221,358Expenses 2017: $23,110Net Income 2017: $198,2482017Revenue 2018: $427,977Expenses 2018: $517,562Net Income 2018: -$89,5852018Revenue 2019: $267,238Expenses 2019: $208,647Net Income 2019: $58,5912019Revenue 2020: $941,954Expenses 2020: $361,635Net Income 2020: $580,3192020Revenue 2021: $1,360,043Expenses 2021: $983,552Net Income 2021: $376,4912021Revenue 2022: $678,024Expenses 2022: $977,860Net Income 2022: -$299,8362022Revenue 2023: $372,944Expenses 2023: $651,606Net Income 2023: -$278,6622023Revenue 2024: $285,145Expenses 2024: $426,278Net Income 2024: -$141,1332024

Highlighted filing

2019

Revenue$267,238
Expenses$208,647
Net Income$58,591
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 13, 2020
Return Version
2019v5.1
Gross Receipts
$276,675
Mission and Program Overview

Mission

Developing relationships and financial resources to support unitypoint health's mission of providing healthcare that meets the needs of communities its serves

To develop relationships and financial resources to support unitypoint health's mission of providing healthcare that meets the needs of the communities its serves.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$513,520$519,932▲ $6,412
Investments Other Securities$161,850$181,566▲ $19,716
Prepaid Expenses and Deferred Charges-$5,904-
Total Assets$675,630$707,402▲ $31,772
Other Assets Total$260$0▼ $260
Liabilities
Accounts Payable and Accrued Expenses-$-39,226-
Total Liabilities$0$-39,226▼ $39,226
Net Assets / Fund Balance
Net Assets With Donor Restrictions$675,630$441,920▼ $233,710
Net Assets Without Donor Restrictions-$304,708-
Total Net Assets Fund Balance$675,630$746,628▲ $70,998
Total Liabilities and Net Assets / Fund Balance$675,630$707,402▲ $31,772

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$181,566--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Wendy SolteroBoard President
Linda KuhlBoard Vice President
Bobbi BrandenburgBoard Member
Chris WertzbergerBoard Member
Jerimi KopsaBoard Member
Kathy MccuneBoard Member
Keith BloomquistBoard Member
Kristian PolleyBoard Member
Lance VangundyBoard Member
Nicolas AguirreBoard Member
Sue TurbivilleBoard Member
Shayna ZmolekBoard Secretary
Doug JoslinBoard Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$266,377
Program Service Revenue
$0
Investment Income
$10,298
Other Revenue
$-9,437
All Other Contributions
$209,945
Change in Net Assets
$58,591
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$199,197
Grants and Similar Amounts Paid$9,450
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other-$183,640-$183,640
Information Technology-$11,808-$11,808
Grants to Domestic Orgs$6,240--$6,240
Grants to Domestic Individuals$3,210--$3,210
Office Expenses-$1,760-$1,760
Other Expenses-$1,534-$1,534
Advertising-$315-$315
Fees for Service Investment Mgmnt Fees-$70-$70
Conferences and Meetings-$70-$70
Total Functional Expenses$9,450$199,197$0$208,647
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$9,437
Fundraising Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Summer Soiree$47,750-$5,314-
Breast Cancer Awareness Lucheon$8,682-$4,123-
Total Events$56,432-$9,437$-9,437
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

The form 990 and all related schedules and supplemental information are emailed to board members prior to filing. All questions are resolved prior to filing.

Form 990, Part VI, Section B, Line 12C

The conflict of interest policy requires annual certification that each trustee has received. The conflict of interest policy, that they have read and understood the policy, and that they agree to comply with the policy. The foundation director is assigned to assure that all receipients annually sign the conflict of interest statement.

Form 990, Part VI, Section C, Line 19

All forms required by irs to be made publically available, are available upon request.

Filing and Contact Details

Filer

Filer Name
Unitypoint Health-marshalltown
EIN
42-1388518
Phone
6417545126
Address
3 SOUTH 4TH AVE, MARSHALLTOWN, IA 50158

Signing Officer

Name
Wendy Soltero
Title
Board President
Phone
6417545126
Signed
2020-11-13

Organization Details

Principal Officer
Wendy Soltero
Formed
1991
Legal Domicile
Ia
Voting Board Members
13
Independent Board Members
13
Employees
0
Volunteers
13
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Blackbaud fees: program service expenses 0. Management and general expenses 183,640. Fundraising expenses 0. Total expenses 183,640.

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IRS990/PYRevenuesLessExpensesAmt0-89585
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0517562
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0427977
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd01
IRS990/ReconcilationRevenueExpnssAmt058591
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0513520
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0519932
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0266377
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0435663
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0231506
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0158422
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt052258
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01144226
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt010298
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt010691
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt09287
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt035155
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt07457
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt072888
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.64590
IRS990ScheduleA/PublicSupportPY170Pct00.62680
IRS990ScheduleA/PublicSupportTotal170Amt0786153
IRS990ScheduleA/SubstantialContributorsTotAmt0358073
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0266377
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0435663
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0231506
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0158422
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt052258
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01144226
IRS990ScheduleA/TotalSupportAmt01217114
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0181566
IRS990ScheduleD/OtherSecuritiesGrp/Desc0MUTUAL FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt0181566
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt056432
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt047750
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt08682
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt09437
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SUMMER SOIREE
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0BREAST CANCER AWARENESS LUCHEON
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt047750
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt08682
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt056432
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-9437
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt09437
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt05314
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt04123
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 AND ALL RELATED SCHEDULES AND SUPPLEMENTAL INFORMATION ARE EMAILED TO BOARD MEMBERS PRIOR TO FILING. ALL QUESTIONS ARE RESOLVED PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE CONFLICT OF INTEREST POLICY REQUIRES ANNUAL CERTIFICATION THAT EACH TRUSTEE HAS RECEIVED. THE CONFLICT OF INTEREST POLICY, THAT THEY HAVE READ AND UNDERSTOOD THE POLICY, AND THAT THEY AGREE TO COMPLY WITH THE POLICY. THE FOUNDATION DIRECTOR IS ASSIGNED TO ASSURE THAT ALL RECEIPIENTS ANNUALLY SIGN THE CONFLICT OF INTEREST STATEMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL FORMS REQUIRED BY IRS TO BE MADE PUBLICALLY AVAILABLE, ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BLACKBAUD FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 183,640. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 183,640.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0675630
IRS990/TotalAssetsEOYAmt0707402
IRS990/TotalAssetsGrp/BOYAmt0675630
IRS990/TotalAssetsGrp/EOYAmt0707402
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0266377
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0199197
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt09450
IRS990/TotalFunctionalExpensesGrp/TotalAmt0208647
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt0-39226
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt0-39226
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0675630
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0746628
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt09450
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0861
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0267238
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt013
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0675630
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0707402
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt03 SOUTH 4TH AVE
IRS990/USAddress/CityNm0MARSHALLTOWN
IRS990/USAddress/StateAbbreviationCd0IA
IRS990/USAddress/ZIPCd050158
IRS990/VotingMembersGoverningBodyCnt013
IRS990/VotingMembersIndependentCnt013
IRS990/WebsiteAddressTxt0MARSHALLTOWN.UNITYPOINT.ORG/FOUNDATION
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/PersonNm0WENDY SOLTERO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0BOARD PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06417545126
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UNITYPOINT HEALTH-MARSHALLTOWN
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0UNIT

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.98$0.02$0.96$0.29$0.43$0.14
2023Detailed filing. Detailed filing data is available for this year.$3.01$1.91$1.09$0.37$0.65$0.28
2022Detailed filing. Detailed filing data is available for this year.$2.82$1.47$1.35$0.68$0.98$0.30
2021Detailed filing. Detailed filing data is available for this year.$2.47$0.79$1.67$1.36$0.98$0.38
2020Detailed filing. Detailed filing data is available for this year.$1.33$0.03$1.30$0.94$0.36$0.58
2019Detailed filing. Detailed filing data is available for this year.$0.71$0.04$0.75$0.27$0.21$0.06
2018Detailed filing. Detailed filing data is available for this year.$0.68$0.00$0.68$0.43$0.52$0.09
2017Summary only. Only limited summary data is available for this year.$0.78$0.00$0.78$0.22$0.02$0.20
2016Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.11$0.23$0.11
2015Summary only. Only limited summary data is available for this year.$1.16$0.04$1.13$0.49$0.31$0.18
2014Summary only. Only limited summary data is available for this year.$1.12$0.03$1.09$0.16$0.19$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.09$0.01$1.08$0.12
2012Summary only. Only limited summary data is available for this year.$0.99$0.02$0.97$0.06$0.32$0.26
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.20$0.01$1.19$0.19
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.16$0.01$1.16$0.20