Skip to main content
IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 42-1525031

UNITY HEALTHCARE FOUNDATION

Tax-exempt · MUSCATINE, IA 52761

Financials

$101K$61K2023$274K$950K2024
Revenue Expenses · by fiscal year end
Financials of UNITY HEALTHCARE FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$274,033$950,073-$676,040$1,678,374$1,326$1,677,048
December 31, 2023990$101,075$60,933$40,142$2,923,768$677,068$2,246,700
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$52,844
Program service revenue
$0
Investment income
$221,189
Net gain from sales of assets
$158,166
Other revenue
$0

Expenses

Grants and similar amounts paid
$904,000
Other salaries and wages
$19,828
Salaries, compensation and benefits (total)
$24,963
Professional fundraising fees
$0
Program services (functional)
$904,000
Management and general (functional)
$14,419
Fundraising (functional)
$31,654

Balance sheet and other

Total assets, start of year
$2,923,768
Total assets, end of year
$1,678,374
Total liabilities, end of year
$1,326
Net assets, end of year
$1,677,048
Publicly traded securities
$1,600,102
Net assets without donor restrictions
$1,391,651
Net assets with donor restrictions
$285,397
Gross receipts
$1,990,289
Employees
0
Volunteers
9
Year formed
2001
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.

NameTitleHours / weekCompensationFrom related orgsOther / benefits
KATHERINE MARCHIK TO 124SR VP FINANCE/CFO
Officer
1$0$895,574$21,390
DAVID DELLITT FR 224MARKET CFO
Officer
1$0$329,520$24,368
RACHEL POHLEXEC DIRECTOR
Officer
1$0$152,508$44,087
ROBERT WEIS MDBOARD MEMBER
Trustee or director
1$0$82,127$4,094
JONI AXEL TO 224BOARD MEMBER
Trustee or director
1$0$0$0
JOHN BECKEYBOARD MEMBER
Trustee or director
1$0$0$0
TONI ELLER ODBOARD MEMBER
Trustee or director
1$0$0$0
SUSAN EVERSMEYERBOARD MEMBER
Trustee or director
1$0$0$0
JASON GREGORYBOARD MEMBER
Trustee or director
1$0$0$0
BRADLEY HODAPPBOARD CHAIR
Trustee or director, Officer
1$0$0$0
MIKE JOHANNSEN TO 224BOARD MEMBER
Trustee or director
1$0$0$0
LINDSEY PHILLIPSBOARD SECRETARY
Trustee or director, Officer
1$0$0$0
CARRIE ZORICHBOARD VICE CHAIR
Trustee or director, Officer
1$0$0$0
990 for the year ended December 31, 2023: 13 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
KATHERINE MARCHIKSR VP FINANCE/CFO
Officer
1$0$429,153$101,132
RACHEL POHLEXEC DIRECTOR
Officer
1$0$136,669$41,141
ROBERT WEIS MDBOARD MEMBER
Trustee or director
1$0$79,151$3,946
JONI AXELBOARD TREASURER
Trustee or director, Officer
1$0$0$0
JOHN BECKEYBOARD CHAIR
Trustee or director, Officer
1$0$0$0
TONI ELLER ODBOARD MEMBER
Trustee or director
1$0$0$0
SUSAN EVERSMEYERBOARD MEMBER
Trustee or director
1$0$0$0
JASON GREGORY FR 0223BOARD MEMBER
Trustee or director
1$0$0$0
BRADLEY HODAPPBOARD MEMBER
Trustee or director
1$0$0$0
MIKE JOHANNSENBOARD MEMBER
Trustee or director
1$0$0$0
JAY LOGEL TO 0223BOARD MEMBER
Trustee or director
1$0$0$0
LINDSEY PHILLIPSBOARD MEMBER
Trustee or director
1$0$0$0
CARRIE ZORICH FR 0223BOARD MEMBER
Trustee or director
1$0$0$0

Address and contacts

Address (IRS master file)
1518 MULBERRY AVE, MUSCATINE, IA 52761-3433
In care of
% CHIEF FINANCIAL OFFICER
Principal officer (990 for 2024)
SHAWN MORROW, 1518 MULBERRY AVENUE, MUSCATINE, IA 52761
Signed the 990
DAVID DELLITT, MARKET CFO
Phone
(309) 779-2200

Mission

TO PROVIDE FINANCIAL ASSISTANCE TO UNITY HEALTHCARE TO HELP ENABLE IT TO CARRY OUT ITS EXEMPT FUNCTION OF PROVIDING HEALTH CARE TO THE COMMUNITY.

990 for the year ended December 31, 2024

Program accomplishments

  • GRANTS, ALLOCATIONS AND PROGRAM SUPPORTUNITY HEALTHCARE FOUNDATION'S PURPOSE IS TO RAISE FUNDS TO MAINTAIN, DEVELOP, INCREASE AND EXTEND THE FACILITIES AND SERVICES OF UNITY HEALTHCARE IN MUSCATINE, IOWA, AND TO PROVIDE BROADER HOSPITAL, MEDICAL AND EDUCATIONAL SERVICE OPPORTUNITIES TO ITS PATIENTS, STUDENTS, STAFF, FACULTY AND RESIDENTS OF THE GEOGRAPHICAL AREA IT SERVES. IT SUPPORTS THE MISSIONS OF UNITY HEALTHCARE AND ITS SUBSIDIARIES BY RAISING FINANCIAL CONTRIBUTIONS AND INVESTING THE PROCEEDS.THE GRANTS, ALLOCATIONS AND PROGRAM SUPPORT SERVICES MAY INCLUDE:- CONTRIBUTIONS TO UNITY HEALTHCARE FOR EQUIPMENT PURCHASES, TO OFFSET OPERATING EXPENSES AND MISCELLANEOUS- SCHOLARSHIPS AND/OR LECTURESHIPS AWARDED TO INDIVIDUALS ASSOCIATED WITH UNITY HEALTHCARE- GRANTS TO LOCAL RURAL HEALTH COMMUNITIES ASSOCIATED WITH UNITY HEALTHCARE- MISCELLANEOUS GRANTS AND CONTRIBUTIONS TO ORGANIZATIONS AND/OR INDIVIDUALS ASSOCIATED WITH UNITY HEALTHCARE
    Expenses $904,000 · grants $904,000

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
42-1525031
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
2002
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$1,678,374
Income (IRS master file)
$1,990,289

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$274,033$950,073$1,678,374XML
990December 2023$101,075$60,933$2,923,768XML
990December 2022$164,945$932,443$2,677,116IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2018–––IRS
990December 2017–––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 42-1525031).

Questions about UNITY HEALTHCARE FOUNDATION

What is the EIN of UNITY HEALTHCARE FOUNDATION?
The employer identification number (EIN) of UNITY HEALTHCARE FOUNDATION is 42-1525031.
Is UNITY HEALTHCARE FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
Are donations to UNITY HEALTHCARE FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does UNITY HEALTHCARE 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 UNITY HEALTHCARE 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 UNITY HEALTHCARE 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 UNITY HEALTHCARE FOUNDATION?
The 990 for the year ended December 31, 2024 names SHAWN MORROW.
Who are the officers and directors of UNITY HEALTHCARE FOUNDATION?
The 990 for the year ended December 31, 2024 lists 13 people; 0 received compensation from the organization.
How much revenue does UNITY HEALTHCARE FOUNDATION have?
On its 990 for the year ended December 31, 2024 it reported revenue of $274,033, expenses of $950,073 and total assets of $1,678,374 at year end.

Other nonprofits in MUSCATINE

All nonprofits in MUSCATINE · Iowa · Philanthropy, voluntarism and grantmaking foundations