dealflow
envelope $200M

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Palmer Lutheran Health Center

dba Gundersen Palmer Lutheran Hospital And Clinics · West Union, Fayette County, IA · CCN 161316
Licensed to Palmer Lutheran Health Center Inc

Composite
37.1
rank score
Distress
46
FY2023
Fit
41
vs thesis
Estimated ticket
$2.1M–$4.2M
25 beds · within envelope
Ownership
nonprofit
CAH

Why it ranks here

  • operating margin -10% to -5%
  • total margin under 2%
  • 60-90 days cash on hand
  • occupancy below 30%
  • margin deteriorating
  • rural — cheaper but limited density
  • small but workable bed count
  • very small ticket — sub-scale as a platform asset
  • very low occupancy — limited volume to learn from
  • nonprofit — expect AG conversion review

Latest financials · FY2023

Net patient revenue$27.9M
Operating margin -9.9%
Total margin 1.0%
Days cash on hand 81
Current ratio 3.43
Occupancy20%

Facility

Beds25
Facility typeCAH
Settingrural
Ownership classnonprofit
Per-bed (low) $85.0K
Per-bed (high) $170K

Financial history

FYBedsNet patient rev Net incomeOp margin Total marginDays cash Current ratioOccupancy DischargesDistress
2020 25 $27.7M $1.9M -8.7% 5.9% 190 2.50 19% 195 36
2021 25 $35.1M $9.4M 2.7% 21.6% 200 4.57 20% 228 9
2022 25 $34.4M $1.9M -7.0% 4.9% 122 3.74 21% 248 36
2023 25 $27.9M $322K -9.9% 1.0% 81 3.43 20% 156 46

Owners

OwnerRole%SinceType
Bellin Gundersen Health System Inc
La Crosse, WI
5% or greater indirect ownership interest 100 2022-11
Bellin Gundersen Health System Inc
La Crosse, WI
operational/managerial control 100 2022-11
Gundersen Lutheran Health System Inc
La Crosse, WI
5% or greater direct ownership interest 100 2015-07
Brenda Moser corporate officer 2025-01
Charles Johnson corporate director 2020-01
Gundersen Lutheran Health System Inc
La Crosse, WI
operational/managerial control 2015-07
Jodi Webb corporate director 2024-11
Kristi Flack corporate director 2018-01
Nicole Havenstrite corporate director 2024-01
Patrice Kuennen corporate officer 2018-10
Patrice Kuennen w-2 managing employee 2018-10
Rachel Albrecht corporate director 2023-01
Thomas Tornstrom corporate director 2022-04

Ownership changes

No CMS ownership change on record since 2016 — this hospital has not traded in at least a decade.

Who has been buying in IA

Completed CMS ownership changes in this state. These buyers already cleared the licensure process here — and whoever advised them knows this market.

DateBuyerSellerHospitalBeds
2021-07-01 Henry County Health Center Inc Henry County Soldiers' And... Henry County Health Center 25
2019-05-01 Avera Mckennan Sanford Health Network Avera Merrill Pioneer Hospital 11