Nonprofit · EIN 42-1201138
MEMORIAL FOUNDATION OF ALLEN HOSPITAL
Tax-exempt · WATERLOO, IA 50703
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $4,234,817 | $3,082,171 | $1,152,646 | $27,533,857 | $246,854 | $27,287,003 |
| December 31, 2023 | 990 | $4,942,380 | $5,318,877 | -$376,497 | $24,886,216 | $174,994 | $24,711,222 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $3,012,031
- Program service revenue
- $0
- Investment income
- $1,176,718
- Net gain from sales of assets
- $505,290
- Net income from fundraising events
- $20,651
- Other revenue
- $46,068
Expenses
- Grants and similar amounts paid
- $2,030,727
- Other salaries and wages
- $645,049
- Salaries, compensation and benefits (total)
- $793,215
- Professional fundraising fees
- $62,937
- Occupancy
- $15,377
- Travel
- $14,254
- Program services (functional)
- $2,030,727
- Management and general (functional)
- $350,538
- Fundraising (functional)
- $700,906
Balance sheet and other
- Total assets, start of year
- $24,886,216
- Total assets, end of year
- $27,533,857
- Total liabilities, end of year
- $246,854
- Net assets, end of year
- $27,287,003
- Land, buildings and equipment
- $619,473
- Publicly traded securities
- $19,834,539
- Net assets without donor restrictions
- $2,514,351
- Net assets with donor restrictions
- $24,772,652
- Gross receipts
- $5,941,671
- Employees
- 0
- Volunteers
- 10
- Year formed
- 1983
- 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 TO 823 | FORMER PRESIDENT/CEO Former | 0 | $0 | $798,296 | $136,439 |
| PRADEEP RAMESH | BOARD MEMBER Trustee or director | 1 | $0 | $589,098 | $54,228 |
| JENNIFER FRIEDLY | BOARD MEMBER/MARKET PRESIDENT Trustee or director, Officer | 1 | $0 | $484,503 | $77,969 |
| STEVEN PALMERSHEIM TO 1221 | FORMER VP FINANCE/CFO Former | 0 | $0 | $464,024 | $85,286 |
| ZACHARY FRENCH | MARKET VP FINANCE Officer | 1 | $0 | $241,678 | $17,935 |
| MIKE LIND | EXECUTIVE DIRECTOR Officer | 40 | $0 | $144,425 | $27,397 |
| JULIE RITLAND | BOARD MEMBER Trustee or director | 1 | $0 | $12,484 | $624 |
| STEVE ARMBRECHT | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| BRIAN ARONSON | BOARD CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| DEB CAUGHRON | BOARD VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| NICKOLE DILLARD | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| NICHOLAS HILDEBRANDT | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| BOB JUSTIS | BOARD SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| LUKE LESYSHEN | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| HELEN MELICHER | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
2 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RICHARD MORRIS | BOARD MEMBER Trustee or director | 1 | $0 |
| ROBERT YUSKA | BOARD MEMBER Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 21 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| PAMELA DELAGARDELLE TO 823 | BOARD MEMBER/PRESIDENT/CEO Trustee or director, Officer | 1 | $0 | $980,661 | $102,337 |
| PRADEEP RAMESH | BOARD MEMBER Trustee or director | 1 | $0 | $568,543 | $51,789 |
| STEVEN PALMERSHEIM TO 1221 | FORMER VP FIN/CFO UPC & ACO Former | 0 | $0 | $451,102 | $77,246 |
| JENNIFER FRIEDLY FR 823 | BOARD MEMBER/MARKET PRES Trustee or director, Officer | 1 | $0 | $407,057 | $76,127 |
| JEFF GUSE ARNP | BOARD MEMBER Trustee or director | 1 | $0 | $285,779 | $23,174 |
| ZACHARY FRENCH | VP FINANCE Officer | 1 | $0 | $226,659 | $16,492 |
| MIKE LIND | EXCUTIVE DIRECTOR Officer | 40 | $0 | $136,491 | $23,671 |
| JULIE RITLAND | BOARD MEMBER Trustee or director | 1 | $0 | $65,859 | $5,058 |
| STEVE ARMBRECHT | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| BRIAN ARONSON | BOARD TREASURER/SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| DEB CAUGHRON | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| JOAN HEADINGTON | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| NICHOLAS HILDEBRANDT | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| WILFRED JOHNSON | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| BOB JUSTIS | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| LUKE LESYSHEN | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| HELEN MELICHER | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| DONNA MILLER | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| ATUL PATEL | BOARD VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| LANCE VANDERLOO | BOARD CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| ROBERT YUSKA | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1825 LOGAN AVE, WATERLOO, IA 50703-1916
- Principal officer (990 for 2024)
- JENNIFER FRIEDLY, 1825 LOGAN AVE, WATERLOO, IA 507031916
- Signed the 990
- ZACH FRENCH, MARKET VP FINANCE
- Phone
- (319) 235-3995
Mission
ALLEN FOUNDATION STRENGTHENS THE PROGRAMS, SERVICES AND COMMUNITY RELATIONSHIPS OF ALLEN HEALTH SYSTEM.
Program accomplishments
- GRANTS, ALLOCATIONS AND PROGRAM SUPPORTMEMORIAL FOUNDATION OF ALLEN HOSPITAL'S PURPOSE IS TO RAISE FUNDS TO MAINTAIN, DEVELOP, INCREASE AND EXTEND THE FACILITIES AND SERVICES OF ALLEN MEMORIAL HOSPITAL CORPORATION AND ALLEN COLLEGE IN WATERLOO, IA, AND TO PROVIDE BROADER HOSPITAL, MEDICAL AND EDUCATIONAL SERVICE OPPORTUNITIES TO PATIENTS, STUDENTS, STAFF, 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.THE GRANT, ALLOCATIONS AND PROGRAM SUPPORT SERVICES MAY INCLUDE:A) CONTRIBUTIONS TO ALLEN MEMORIAL HOSPITAL CORPORATION AND ALLEN COLLEGE FOR EQUIPMENT PURCHASES, TO OFFSET OPERATING EXPENSES AND MISCELLANEOUSB) SCHOLARSHIPS AND/OR LECTURESHIPS AWARDED TO INDIVIDUALS ASSOCIATED WITH ALLEN MEMORIAL HOSPITAL CORPORATION AND ALLEN COLLEGEC) GRANTS TO LOCAL RURAL HEALTH COMMUNITIES ASSOCIATED WITH ALLEN MEMORIAL HOSPITAL CORPORATIOND) MISCELLANEOUS GRANTS AND CONTRIBUTIONS TO ORGANIZATIONS AND/OR INDIVIDUALS ASSOCIATED WITH ALLEN MEMORIAL HOSPITAL CORPORATION AND ALLEN COLLEGEExpenses $2,030,727 · grants $2,030,727
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
- 42-1201138
- 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
- 1991
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E112)
- Assets (IRS master file)
- $27,533,857
- Income (IRS master file)
- $5,941,671
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $4,234,817 | $3,082,171 | $27,533,857 | XML |
| 990 | December 2023 | $4,942,380 | $5,318,877 | $24,886,216 | XML |
| 990 | December 2022 | $5,297,366 | $3,645,496 | $23,364,359 | 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 42-1201138).
Questions about MEMORIAL FOUNDATION OF ALLEN HOSPITAL
- What is the EIN of MEMORIAL FOUNDATION OF ALLEN HOSPITAL?
- The employer identification number (EIN) of MEMORIAL FOUNDATION OF ALLEN HOSPITAL is 42-1201138.
- Is MEMORIAL FOUNDATION OF ALLEN HOSPITAL tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1991.
- Are donations to MEMORIAL FOUNDATION OF ALLEN HOSPITAL tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does MEMORIAL FOUNDATION OF ALLEN HOSPITAL 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 MEMORIAL FOUNDATION OF ALLEN HOSPITAL 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 MEMORIAL FOUNDATION OF ALLEN HOSPITAL 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 MEMORIAL FOUNDATION OF ALLEN HOSPITAL?
- The 990 for the year ended December 31, 2024 names JENNIFER FRIEDLY.
- Who are the officers and directors of MEMORIAL FOUNDATION OF ALLEN HOSPITAL?
- The 990 for the year ended December 31, 2024 lists 17 people; 0 received compensation from the organization.
- How much revenue does MEMORIAL FOUNDATION OF ALLEN HOSPITAL have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $4,234,817, expenses of $3,082,171 and total assets of $27,533,857 at year end.
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