Nonprofit · EIN 42-1388518
UNITYPOINT HEALTH-MARSHALLTOWN FOUNDATION
Tax-exempt · MARSHALLTOWN, IA 50158
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $285,145 | $426,278 | -$141,133 | $984,251 | $21,116 | $963,135 |
| December 31, 2023 | 990 | $372,944 | $651,606 | -$278,662 | $3,005,745 | $1,912,595 | $1,093,150 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $244,250
- Program service revenue
- $0
- Investment income
- $40,710
- Net gain from sales of assets
- $5,864
- Other revenue
- $185
Expenses
- Grants and similar amounts paid
- $273,448
- Other salaries and wages
- $107,215
- Salaries, compensation and benefits (total)
- $128,240
- Professional fundraising fees
- $0
- Occupancy
- $3,040
- Travel
- $582
- Program services (functional)
- $273,448
- Management and general (functional)
- $33,980
- Fundraising (functional)
- $118,850
Balance sheet and other
- Total assets, start of year
- $3,005,745
- Total assets, end of year
- $984,251
- Total liabilities, end of year
- $21,116
- Net assets, end of year
- $963,135
- Publicly traded securities
- $378,808
- Net assets without donor restrictions
- $158,445
- Net assets with donor restrictions
- $804,690
- Gross receipts
- $306,586
- Employees
- 0
- Volunteers
- 9
- Year formed
- 1991
- State of legal domicile
- IA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| PAMELA DELAGARDELLE | FORMER PRESIDENT/CEO AMHC (TO 8/23) Former | 0 | $0 | $798,296 | $136,439 |
| JENNIFER FRIEDLY | BOARD MEMBER/MARKET PRESIDENT Trustee or director, Officer | 1 | $0 | $484,503 | $77,969 |
| STEVEN PALMERSHEIM | FORMER VP FINACE (TO 12/21) Former | 0 | $0 | $464,024 | $85,286 |
| ZACH FRENCH | MARKET VP FINANCE Officer | 1 | $0 | $241,678 | $17,935 |
| KEN ANDERSON | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| JOEL GREER | BOARD SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| CHARLENE HULIN | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| CHRISTINE ISOM | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| DOUG JOSLIN | BOARD CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| LINDA KAYKUHL | BOARD VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JERIMI KOPSA | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| JEFF KROUGH | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| ROBERT THOMAS | BOARD TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
990 for the year ended December 31, 2023: 15 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| PAMELA DELAGARDELLE TO 823 | PRESIDENT/CEO AMHC Trustee or director, Officer | 1 | $0 | $980,661 | $102,337 |
| STEVEN PALMERSHEIM-VP FIN TO 1221 | CFO UPC & ACO Officer | 0 | $0 | $451,102 | $77,246 |
| JENNIFER FRIEDLY FR 823 | BOARD MEMBER, PRES UPHM/MARKET PRES AMHC Trustee or director, Officer | 1 | $0 | $407,057 | $76,127 |
| ZACH FRENCH | VP FINANCE Officer | 1 | $0 | $226,659 | $16,492 |
| DEIRDRE GRUENDLER TO 423 | EXECUTIVE DIRECTOR Officer | 40 | $0 | $69,409 | $6,187 |
| KEN ANDERSON | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| BOBBI BRANDENBURG | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| SUSAN EBERHART | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| JOEL GREER | BOARD SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| CHRISTINE ISOM | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| DOUG JOSLIN | BOARD CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JERIMI KOPSA | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| JEFF KROUGH | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| LINDA KUHL | BOARD VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| ROBERT THOMAS | BOARD TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 55 UNITYPOINT WAY, MARSHALLTOWN, IA 50158-4749
- Principal officer (990 for 2024)
- PAM DELAGRADELLE, 55 UNITYPOINT WAY, MARSHALLTOWN, IA 50158
- Signed the 990
- ZACH FRENCH, MARKET VP FINANCE
- Phone
- (641) 754-5126
Mission
DEVELOPING RELATIONSHIPS AND FINANCIAL RESOURCES TO SUPPORT UNITYPOINT HEALTH'S MISSION OF PROVIDING HEALTHCARE THAT MEETS THE NEEDS OF COMMUNITIES ITS SERVES
Program accomplishments
- GRANTS, ALLOCATIONS AND PROGRAM SUPPORTUNITYPOINT HEALTH-MARSHALLTOWN FOUNDATION'S PURPOSE IS TO RAISE FUNDS TO MAINTAIN, DEVELOP, INCREASE AND EXTEND THE FACILITIES AND SERVICES OF UNITYPOINT HEALTH-MARSHALLTOWN AND TO PROVIDE BROADER HOSPITAL, MEDICAL AND EDUCATIONAL SERVICE OPPORTUNITIES TO PATIENTS, FACULTY AND RESIDENTS OF THE GEOGRAPHICAL AREA THEY SERVE. IT SUPPORTS THE MISSIONS OF ALLEN HEALTH SYSTEMS, INC. AND ITS SUBSIDIARIES BY RAISING FINANCIAL CONTRIBUTIONS AND INVESTING THE PROCEEDS.Expenses $273,448 · grants $273,448
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 42-1388518
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1992
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Unknown (Z99Z)
- Assets (IRS master file)
- $984,251
- Income (IRS master file)
- $306,586
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $285,145 | $426,278 | $984,251 | XML |
| 990 | December 2023 | $372,944 | $651,606 | $3,005,745 | XML |
| 990 | December 2022 | $678,024 | $977,860 | $2,820,838 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 42-1388518).
Questions about UNITYPOINT HEALTH-MARSHALLTOWN FOUNDATION
- What is the EIN of UNITYPOINT HEALTH-MARSHALLTOWN FOUNDATION?
- The employer identification number (EIN) of UNITYPOINT HEALTH-MARSHALLTOWN FOUNDATION is 42-1388518.
- Is UNITYPOINT HEALTH-MARSHALLTOWN FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1992.
- Are donations to UNITYPOINT HEALTH-MARSHALLTOWN FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does UNITYPOINT HEALTH-MARSHALLTOWN FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of UNITYPOINT HEALTH-MARSHALLTOWN FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UNITYPOINT HEALTH-MARSHALLTOWN FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of UNITYPOINT HEALTH-MARSHALLTOWN FOUNDATION?
- The 990 for the year ended December 31, 2024 names PAM DELAGRADELLE.
- Who are the officers and directors of UNITYPOINT HEALTH-MARSHALLTOWN FOUNDATION?
- The 990 for the year ended December 31, 2024 lists 13 people; 0 received compensation from the organization.
- How much revenue does UNITYPOINT HEALTH-MARSHALLTOWN FOUNDATION have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $285,145, expenses of $426,278 and total assets of $984,251 at year end.
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