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IOWA HEALTH SYSTEM: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
IOWA HEALTH SYSTEM (EIN 42-1435199)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-11-14
IRS object ID
202443199349309429
Schema version
2023v5.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-11-14T13:26:34-06:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt
Return Type990ReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN421435199EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1IOWA HEALTH SYSTEMBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlIOWABusinessNameControlTxt
Phone5152416161PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11776 WEST LAKES PARKWAY 400AddressLine1Txt
CityWEST DES MOINESCityNm
State AbbreviationIAStateAbbreviationCd
ZIP50266ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMICHAEL HEINRICHPersonNm
Person TitleCFOPersonTitleTxt
Phone5152416161PhoneNum
Signature2024-11-12SignatureDt
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

FieldValueIRS element (for citing)
Business Name Line1UNITYPOINT HEALTHBusinessNameLine1Txt
FieldValueIRS element (for citing)
Principal OfficerSCOTT KIZERPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11776 WEST LAKES PARKWAY 400AddressLine1Txt
CityWEST DES MOINESCityNm
State AbbreviationIAStateAbbreviationCd
ZIP50266ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$498,226,434GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.UNITYPOINT.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1994FormationYr
Legal Domicile StateIALegalDomicileStateCd
Activity Or MissionTO IMPROVE THE HEALTH OF THE PEOPLE AND COMMUNITIES WE SERVE.ActivityOrMissionDesc
Voting Members Governing Body19VotingMembersGoverningBodyCnt
Voting Members Independent16VotingMembersIndependentCnt
Total Employee2765TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$4,213,923TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$1,118,083NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,741,206PYContributionsGrantsAmt
CY Contributions Grants$1,262,989CYContributionsGrantsAmt
PY Program Service Revenue$409,543,414PYProgramServiceRevenueAmt
CY Program Service Revenue$430,042,987CYProgramServiceRevenueAmt
PY Investment Income$35,788,007PYInvestmentIncomeAmt
CY Investment Income$51,621,360CYInvestmentIncomeAmt
PY Other Revenue$22,808,165PYOtherRevenueAmt
CY Other Revenue$12,179,150CYOtherRevenueAmt
PY Total Revenue$469,880,792PYTotalRevenueAmt
CY Total Revenue$495,106,486CYTotalRevenueAmt
PY Grants And Similar Paid$79,119PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$35,000CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$229,725,498PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$252,651,468CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$252,966,598PYOtherExpensesAmt
CY Other Expenses$234,754,894CYOtherExpensesAmt
PY Total Expenses$482,771,215PYTotalExpensesAmt
CY Total Expenses$487,441,362CYTotalExpensesAmt
PY Revenues Less Expenses-$12,890,423PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$7,665,124CYRevenuesLessExpensesAmt
Total Assets BOY$1,508,678,077TotalAssetsBOYAmt
Total Assets EOY$1,312,724,604TotalAssetsEOYAmt
Total Liabilities BOY$1,609,204,452TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,320,033,469TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY-$100,526,375NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY-$7,308,865NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTO IMPROVE THE HEALTH OF THE PEOPLE AND COMMUNITIES WE SERVE.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$392,060,817ExpenseAmt
Grant$0GrantAmt
Revenue$444,645,710RevenueAmt
DescAFFILIATE SUPPORT SERVICESIOWA HEALTH SYSTEM (D/B/A UNITYPOINT HEALTH) IS ORGANIZED TO SUPPORT THE MISSIONS OF SEVERAL RELATED CHARITABLE, TAX-EXEMPT ORGANIZATIONS INCLUDING THE FOLOWING MARKETS, IOWA HEALTH DES MOINES (DES MOINES), TRINITY REGIONAL HEALTH SYSTEM (QUAD CITIES), ST. LUKE'S HEALTHCARE (CEDAR RAPIDS), ALLEN HEALTH SYSTEMS (WATERLOO), TRINITY HEALTH SYSTEMS (FORT DODGE), ST. LUKE'S HEALTH SYSTEM (SIOUX CITY), FINLEY TRI-STATES HEALTH GROUP (DUBUQUE), MERITER HEALTH SERVICES (MADISON), AND IOWA PHYSICIANS CLINIC MEDICAL FOUNDATION (DBA UNITYPOINT CLINIC), UNITYPOINT AT HOME, AS WELL AS MULTIPLE RURAL AFFILIATES. THE SUPPORT SERVICES PROVIDED TO THESE ORGANIZATIONS ARE TO CONSTRUCT, OWN, LEASE, MANAGE, OPERATE, PROVIDE AND MAINTAIN ANY FACILITIES, PROGRAMS, SERVICES (MANAGEMENT OR OTHERWISE) AND RELATED ACTIVITIES IN FURTHERANCE OF HEALTH-CARE OR HEALTH EDUCATION. FACILITIES INCLUDE HOSPITALS, SELF-CARE FACILITIES, CLINICS, EDUCATIONAL FACILITIES, AND OTHER ESTABLISHMENTS CREATED TO CARRY THROUGH HEALTH-CARE AND EDUCATIONAL PROGRAMS. THE PRIMARY PURPOSE OF THE CORPORATION IS TO ENGAGE IN AND CONDUCT CHARITABLE, EDUCATIONAL, RELIGIOUS AND SCIENTIFIC ACTIVITIES IN ACCORDANCE WITH PREVIOUSLY STATED PURPOSES.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$35,000ExpenseAmt
Grant$35,000GrantAmt
Revenue$0RevenueAmt
DescCOMMUNITY BENEFITIOWA HEALTH SYSTEM PROVIDES SEVERAL OTHER BENEFITS THAT ASSIST THE COMMUNITY. PROGRAMS MAY INCLUDE, BUT ARE NOT LIMITED TO, COMMUNITY HEALTH IMPROVEMENT SERVICES AND COMMUNITY BENEFIT OPERATIONS SUCH AS PREVENTION AND HEALTH SCREENINGS; HEALTH PROFESSIONAL'S EDUCATION; SUBSIDIZED HEALTH SERVICES; RESEARCH, AND CASH AND IN-KIND CONTRIBUTIONS TO COMMUNITY GROUPS. IOWA HEALTH SYSTEM COLLABORATES WITH OTHER HOSPITALS, CHURCHES, SCHOOLS, CHAMBERS OF COMMERCE AND DAYCARE CENTERS TO IMPROVE COMMUNITY HEALTH AND EXPAND ACCESS TO HEALTH CARE. IOWA HEALTH SYSTEM HAS DEDICATED STAFF TO ASSIST COMMUNITY BENEFIT EFFORTS. TOTAL OTHER BENEFITS REPORTED VALUE: $35,000.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$392,095,817TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt BondsYes (1)TaxExemptBondsInd
Invest Tax Exempt Bonds0InvestTaxExemptBondsInd
Escrow Account0EscrowAccountInd
On Behalf Of Issuer0OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam MemYes (1)BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded EntityYes (1)DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (1)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgYes (1)TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
IRP Document1442IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee2765EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtYes (1)SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members19GoverningBodyVotingMembersCnt
Independent Voting Member16IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org DocumentsYes (1)ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint VentureYes (1)InvestmentInJointVentureInd
Written Policy Or ProcedureYes (1)WrittenPolicyOrProcedureInd
States Where Copy Of Return Is FldILStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MICHAEL HEINRICHBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5152413315PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11776 WEST LAKES PARKWAY SUITE 400AddressLine1Txt
CityWEST DES MOINESCityNm
State AbbreviationIAStateAbbreviationCd
ZIP50266ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (56 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
BILL ARNOLD
BOARD MEMBER1.001.00Yes (X)$14,500$0$0
BRAD BRODY
BOARD CHAIR (TO 7/23)1.001.00Yes (X)$25,000$0$0Yes (X)
KYLE CHRISTIASON MD
BOARD MEMBER1.0040.00Yes (X)$0$384,803$43,125
GREGORY CHURCHILL
BOARD MEMBER1.001.00Yes (X)$14,500$0$0
ADAEZE ENEKWECHI
BOARD MEMBER (TO 7/23)1.000.00Yes (X)$7,250$0$0
ANGELA WALKER FRANKLIN PHD
BOARD MEMBER1.000.00Yes (X)$14,500$0$0
VIRGINIA GRAVES
BOARD MEMBER (TO 7/23)1.001.00Yes (X)$7,250$600$0
SALLY GRAY RN BOARD SEC TO 723
BOARD CHAIR (FR 7/23)1.001.00Yes (X)$32,250$0$0Yes (X)
BRUCE JAMES MD
BOARD MEMBER (TO 7/23)1.001.00Yes (X)$0$7,385$0
DEBRA JOHNSON
BOARD MEMBER (FR 8/23)1.001.00Yes (X)$7,250$0$0
SCOTT KIZERCH LGL OFF SVP TO 723
BD SEC/PRESIDENT/CEO (FR 7/23)40.000.00Yes (X)$1,621,985$0$231,010Yes (X)
JOSE LARACUENTE BD TREAS TO 723
BOARD MEMBER (FR 7/23)1.001.00Yes (X)$14,500$135$0Yes (X)
BRADLEY MANNING
BOARD MEMBER (TO 7/23)1.001.00Yes (X)$10,875$600$0
MARGARETT NOREUIL PHD
BOARD MEMBER (FR 8/23)1.001.00Yes (X)$7,250$0$0
MARLON PRIEST MD
BOARD MEMBER1.000.00Yes (X)$14,500$0$0
MARK SCHWIEBERT
BOARD MEMBER (TO 7/23)1.001.00Yes (X)$7,250$0$0
GARRY SMITH
BOARD MEMBER1.001.00Yes (X)$14,500$0$0
JAMES STEVENSON
BOARD MEMBER (TO 4/23)1.001.00Yes (X)$3,625$0$0
JOHN TAETS
BOARD VICE CHAIR (TO 7/23)1.001.00Yes (X)$7,250$0$0Yes (X)
DENNIS TRIGGS
BOARD MEMBER (TO 4/23)1.001.00Yes (X)$3,625$0$0
ANDREA WHITE MD
BOARD MEMBER1.0040.00Yes (X)$0$340,066$25,853
MARIE ZIEGLER BOARD MEMBER
BOARD CHAIR-ELECT (FR 7/23)1.001.00Yes (X)$14,500$0$0Yes (X)
MICHAEL HEINRICH INTERIM CFO
(FR 3/23 TO 7/23), CFO (FR 7/23)40.001.00$232,877$391,248$78,425Yes (X)
CLAY HOLDERMAN
PRESIDENT/CEO (TO 10/23)40.000.00$4,576,846$0$349,926Yes (X)
PETER D WATSON CHIEF
FINANCIAL OFFICER SVP (TO 4/23)40.000.00$1,770,306$0$36,323Yes (X)
JAMES ARNETT
PRESIDENT/CEO-WI1.0040.00$0$742,672$96,577Yes (X)
DANDRE CARPENTER DNP RN
CHIEF NURSING OFFICER (TO 8/23)40.000.00$1,298,431$0$109,776Yes (X)
DANIEL CARPENTER
CHIEF STRATEGY OFFICER SVP40.000.00$1,122,705$0$169,240Yes (X)
PAMELA DELAGARDELLE PRESCEO-WAT
(TO 8/23), SVP COO-WEST (FR 7/23)20.0020.00$478,658$502,003$102,337Yes (X)
MARCEL DEVETTEN MD
CHIEF QUALITY OFFICER40.000.00$1,029,193$0$37,829Yes (X)
ANDREA EKLUND
CHIEF COMPLIANCE OFFICER (TO 10/23)40.000.00$655,650$0$46,251Yes (X)
SUSAN ERICKSON
COO SVP40.000.00$1,825,397$0$144,038Yes (X)
ROBERT ERICKSON
PRESIDENT/CEO-QC (TO 8/23)1.0040.00$0$1,395,743$46,747Yes (X)
AARON GILLINGHAM CHIEF HUMAN
RESOURCES OFFICER SVP (TO 7/23)40.000.00$1,271,078$0$44,129Yes (X)
LEAH GLASGO PRESIDENTCEO-FD
INTERIM PRES/CEO-SC (TO 10/23)1.0040.00$0$886,332$94,671Yes (X)
KEITH KNEPP MD
PRESIDENT/CEO-PM (TO 4/23)1.0040.00$0$857,805$19,379Yes (X)
MALLARY MCKINNEY VP CHIEF BRAND
MARKETING & COMMUNICATIONS OFFICER40.000.00$562,955$0$66,255Yes (X)
JESSICA MEISNER VP SYSTEM HR CONSUL
(TO 11/23), SVP CAO (FR 11/23)40.000.00$531,575$0$44,331Yes (X)
PATRICIA NEWLAND MD
PRES/CEO-IPCMF1.0040.00$0$862,508$104,680Yes (X)
MICHELLE NIERMANN PRESCEO-CR
(TO 8/23), SVP COO-EAST (FR 8/23)20.0020.00$479,680$508,440$119,328Yes (X)
JENNIFER OFELT INT PRESCCO-HOME
(TO 7/23) PRES/CCO-HOME (FR 7/23)1.0040.00$0$442,170$48,427Yes (X)
LAURA SMITH CIO SVP TO 1123 VP C
TECH TRANSFORMATION OFF (FR 11/23)40.000.00$932,230$0$114,046Yes (X)
DAVID STARK PRESCEO-DSM CHIEF GOV
AFFAIRS & PHILANTHROPY OFF (FR 7/23)20.0020.00$498,861$542,862$91,854Yes (X)
DAVID WILLIAMS MD CHIEF
CLINICAL OFFICER SVP (TO 11/23)40.000.00$1,720,752$0$137,030Yes (X)
CHAD WOLBERS
PRES/CEO-DUB (TO 9/23)1.0040.00$0$975,976$37,786Yes (X)
MARK JOHNSON
VP CONSOLIDATED SERVICES40.000.00$467,698$0$94,967Yes (X)
DEBRA KING
DEPUTY GENERAL COUNSEL40.000.00$415,132$0$69,259Yes (X)
WENDY MORTIMORE MD
CHIEF MEDICAL INF OFFICER40.000.00$492,078$0$31,967Yes (X)
DENNIS SHIRLEY
VP REVENUE CYCLE40.000.00$411,425$0$40,719Yes (X)
MATTHEW WARRENS
MANAGING DIRECTOR INNOVATION CENTER40.000.00$455,121$0$38,264Yes (X)
SUSAN THOMPSON FRMR INTERIM
PRESIDENT/CEO (TO 02/21)0.000.00$278,145$0$0Yes (X)
ART NIZZA
FRMR EVP/COO (TO 02/21)0.000.00$156,611$0$0Yes (X)
RICHARD SEIDLER
FRMR PRESIDENT/CEO-QC (TO 05/19)0.000.00$0$369,890$0Yes (X)
JOHN SHEEHAN FRMR CHIEF
OPERATING OFFICER SVP (TO 7/22)0.000.00$489,785$0$4,437Yes (X)
LORENZO SUTER
FRMR PRES/CEO-SC (TO 7/22)0.000.00$0$268,869$13,491Yes (X)
THEODORE TOWNSEND FRMR PRESCEO-CR
FRMR INT PRES/CEO-DUB (TO 12/18)0.000.00$0$462,474$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$23,995,549TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$9,942,581TotReportableCompRltdOrgAmt
Total Other Compensation$2,732,477TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K378IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (1)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
H&R ACCOUNTS INC
5320 22ND AVEMOLINEIL61265COLLECTION SERVICES$7,948,900
APPRISE MD LLC
707 SKOKIE BLVD STE 600NORTHBROOKIL60062PROVIDER CONSULTING$5,165,647
DELOITTE CONSULTING LLP
1700 MARKET STPHILADELPHIAPA19103CONSULTING SERVICES$4,439,624
ALVAREZ & MARSAL HOLDINGS LLC
600 MADISON AVE 8TH FLNEW YORKNY10022CONSULTING SERVICES$3,937,146
TRILIX MARKETING GROUP INC
615 3RD ST SUITE 300DES MOINESIA50309MARKETING SERVICES$3,417,978
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K148CntrctRcvdGreaterThan100KCnt
Government Grants$1,233,368GovernmentGrantsAmt
All Other Contributions$29,621AllOtherContributionsAmt
Total Contributions$1,262,989TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
MGMT & SUPPORT SVCS561000$435,599,256$435,006,062$593,194
RENTAL INCOME531120$178,384$178,384
SUBS & JOINT VENTURES900099-$5,734,653-$5,734,653
FieldValueIRS element (for citing)
Total Program Service Revenue$430,042,987TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$54,167,863TotalRevenueColumnAmt
Unrelated Business Revenue$2,423,573UnrelatedBusinessRevenueAmt
Exclusion$51,744,290ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$541,444SecuritiesAmt
Other$32,001OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$3,105,621SecuritiesAmt
Other$14,327OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$2,564,177SecuritiesAmt
Other$17,674OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$2,546,503TotalRevenueColumnAmt
Exclusion-$2,546,503ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
MISCELLANEOUS900099$16,390,749$15,193,593$1,197,156
SHARED SAVINGS REVENUE900099-$4,211,599-$4,211,599
FieldValueIRS element (for citing)
Other Revenue Total$12,179,150OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$495,106,486TotalRevenueColumnAmt
Related Or Exempt Func Income$440,431,787RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$4,213,923UnrelatedBusinessRevenueAmt
Exclusion$49,197,787ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$35,000TotalAmt
Program Services$35,000ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$22,390,808TotalAmt
Management And General$22,390,808ManagementAndGeneralAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$1,113,636TotalAmt
Management And General$1,113,636ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$166,767,367TotalAmt
Program Services$166,767,367ProgramServicesAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$7,420,333TotalAmt
Program Services$7,420,333ProgramServicesAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$39,633,544TotalAmt
Program Services$39,633,544ProgramServicesAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$15,325,780TotalAmt
Program Services$15,325,780ProgramServicesAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total-$21,219TotalAmt
Program Services-$21,219ProgramServicesAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$11,315,226TotalAmt
Program Services$1,662,689ProgramServicesAmt
Management And General$9,652,537ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$1,074,236TotalAmt
Program Services$130,138ProgramServicesAmt
Management And General$944,098ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$548,068TotalAmt
Management And General$548,068ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$578,005TotalAmt
Program Services$148,608ProgramServicesAmt
Management And General$429,397ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$133,281,632TotalAmt
Program Services$80,436,512ProgramServicesAmt
Management And General$52,845,120ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$3,764,946TotalAmt
Management And General$3,764,946ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$732,708TotalAmt
Program Services$119,979ProgramServicesAmt
Management And General$612,729ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$9,551,952TotalAmt
Program Services$9,411,350ProgramServicesAmt
Management And General$140,602ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$1,140,804TotalAmt
Program Services$221,681ProgramServicesAmt
Management And General$919,123ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$269,669TotalAmt
Program Services$73,873ProgramServicesAmt
Management And General$195,796ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$42,154,826TotalAmt
Program Services$42,154,826ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$29,085,250TotalAmt
Program Services$27,681,294ProgramServicesAmt
Management And General$1,403,956ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$1,031,134TotalAmt
Program Services$1,030,795ProgramServicesAmt
Management And General$339ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
MISCELLANEOUS EXPENSE$359,318$510$358,808
BAD DEBT EXPENSE-$39,723-$39,723
INCOME TAXES-$71,938-$97,520$25,582

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$487,441,362TotalAmt
Program Services$392,095,817ProgramServicesAmt
Management And General$95,345,545ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$152,763,225BOYAmt
EOY$127,592,305EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$140,959,612BOYAmt
EOY$150,856,346EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$910,377,299BOYAmt
EOY$785,370,021EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$42,372,342BOYAmt
EOY$41,284,786EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$704,323,222LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$625,243,378LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$73,288,780BOYAmt
EOY$79,079,844EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$165,793,139BOYAmt
EOY$106,016,991EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$10,411,853BOYAmt
EOY$13,327,200EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$34,500BOYAmt
EOY$34,500EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$12,677,327BOYAmt
EOY$9,162,611EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,508,678,077BOYAmt
EOY$1,312,724,604EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$103,356,657BOYAmt
EOY$118,786,593EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$7,072,125BOYAmt
EOY$2,203,278EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,088,258,616BOYAmt
EOY$957,387,853EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$207,485,398BOYAmt
EOY$85,277,050EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$77,149,682BOYAmt
EOY$40,356,398EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$125,881,974BOYAmt
EOY$116,022,297EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,609,204,452BOYAmt
EOY$1,320,033,469EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY-$100,574,515BOYAmt
EOY-$7,386,626EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$48,140BOYAmt
EOY$77,761EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY-$100,526,375BOYAmt
EOY-$7,308,865EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,508,678,077BOYAmt
EOY$1,312,724,604EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$7,665,124ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$9,561,270NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$75,991,116OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit RequiredYes (1)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (1)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type3 Func IntYes (X)SupportingOrgType3FuncIntInd
Supported Organizations35SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp (35 entries)

EINEINOrganization TypeOrganizationTypeCdGoverning Document ListedGoverningDocumentListedIndSupportSupportAmtOther SupportOtherSupportAmt
ABBE CENTER FOR COMMUNITY MENTAL HEALTH INC
42104525710Yes (1)$0$0
AGING SERVICES INC
2370853167Yes (1)$0$0
ALLEN COLLEGE
4213515262Yes (1)$0$0
ALLEN MEMORIAL HOSPITAL CORPORATION
4206982653Yes (1)$32,423,061$0
BLACK HAWK-GRUNDY MENTAL HEALTH CENTER INC
4207334637Yes (1)$0$0
CENTER FOR ALCOHOL AND DRUG SERVICES INC
4211342737Yes (1)$0$0
CENTRAL IOWA HOSPITAL CORPORATION
4206804523Yes (1)$93,574,884$0
EYERLY-BALL COMMUNITY MENTAL HEALTH SERVICES
42094227310Yes (1)$0$0
GRINNELL REGIONAL MEDICAL CENTER
4209333833Yes (1)$5,191,425$0
IOWA HEALTH FOUNDATION
4214676827Yes (1)$0$0
IOWA PHYSICIANS CLINIC MEDICAL FOUNDATION
4214116303Yes (1)$50,863,876$0
MEMORIAL FOUNDATION OF ALLEN HOSPITAL
4212011387Yes (1)$0$0
MERITER FOUNDATION INC
2370986887Yes (1)$0$0
MERITER HOSPITAL INC
3908063673Yes (1)$44,507,058$0
NORTH CENTRAL IOWA MENTAL HEALTH CENTER INCORPORATED
4209373903Yes (1)$0$0
NORTHWEST IOWA HOSPITAL CORPORATION
4210198723Yes (1)$20,205,734$0
SIOUXLAND PACE INC
2611201343Yes (1)$985,000$0
ST LUKES HEALTH RESOURCES
42105918210Yes (1)$0$0
ST LUKESJONES REGIONAL MEDICAL CENTER
4214879673Yes (1)$4,441,344$0
ST LUKES METHODIST HOSPITAL
4205047803Yes (1)$43,837,347$0
STL CARE COMPANY
42127663210Yes (1)$0$0
THE DUBUQUE VISITING NURSE ASSOCIATION
42068041010Yes (1)$0$0
THE FINLEY HOSPITAL
4206803543Yes (1)$12,915,714$0
THE ROBERT YOUNG CENTER FOR COMMUNITY MENTAL HEALTH
3636789097Yes (1)$0$0
TRIMARK PHYSICIANS GROUP
4537914483Yes (1)$0$0
TRINITY COLLEGE OF NURSING & HEALTH SCIENCES
8109943772Yes (1)$0$0
TRINITY HEALTH FOUNDATION (FORT DODGE)
4212223817Yes (1)$0$0
TRINITY HEALTH FOUNDATION (QUAD CITIES)
3633217517Yes (1)$0$0
TRINITY MEDICAL CENTER
3627392993Yes (1)$50,960,186$0
TRINITY REGIONAL MEDICAL CENTER
4210091753Yes (1)$16,685,667$0
UNITY HEALTHCARE
4206803373Yes (1)$0$0
UNITYPOINT AT HOME
42147747110Yes (1)$11,378,869$0
UNITYPOINT HEALTH MARSHALLTOWN
8150341793Yes (1)$4,810,488$0
UNITYPOINT HEALTH MARSHALLTOWN FOUNDATION
4213885187Yes (1)$0$0
UNITYPOINT HEALTH AT WORK
8108722413Yes (1)$304,023$0
FieldValueIRS element (for citing)
Supported Organizations Total35SupportedOrganizationsTotalCnt
Support Sum$393,084,676SupportSumAmt
Other Support Sum$0OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocYes (1)ListedByNameGoverningDocInd
Suprt Org No IRS Determination0SuprtOrgNoIRSDeterminationInd
Supported Org Section C4560SupportedOrgSectionC456Ind
Supported Org Not Organized US0SupportedOrgNotOrganizedUSInd
Organization Change Suprt OrgYes (1)OrganizationChangeSuprtOrgInd
Support Non Supported OrgYes (1)SupportNonSupportedOrgInd
Payment Substantial Contribtr0PaymentSubstantialContribtrInd
Loan Disqualified Person0LoanDisqualifiedPersonInd
Controlled Disqualified Prsn0ControlledDisqualifiedPrsnInd
Disqualified Prsn Controll Int0DisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr Int0DisqualifiedPrsnOwnrIntInd
Excess Business Holdings Rules0ExcessBusinessHoldingsRulesInd
Contribution Controller0ContributionControllerInd
Contribution Family0ContributionFamilyInd
Contribution35 Controlled0Contribution35ControlledInd

Form990 Sch A Type3 Sprt Org All Form990SchAType3SprtOrgAllGrp

FieldValueIRS element (for citing)
Timely Provided DocumentsYes (1)TimelyProvidedDocumentsInd
Officers Close RelationshipYes (1)OfficersCloseRelationshipInd
Supported Org Voice InvestmentYes (1)SupportedOrgVoiceInvestmentInd

Form990 Sch A Type3 Func Int Form990SchAType3FuncIntGrp

FieldValueIRS element (for citing)
Parent Supported OrgYes (X)ParentSupportedOrgInd
Appoint Elect Majority OfficerYes (1)AppointElectMajorityOfficerInd
Exercise Direction PoliciesYes (1)ExerciseDirectionPoliciesInd

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SECTION A, LINE 5ATHE ORGANIZATION AMENDED ITS ARTICLES OF INCORPORATION TO REMOVE THE FOLLOWING SUPPORTED ORGS: METHODIST MEDICAL CENTER OF ILLINOIS (EIN 37-0661223) AND PROCTOR HOSPITAL (EIN 37-0681540) AS AUTHORIZED IN ARTICLE X.
SECTION A, LINE 6:THE ORGANIZATION MAY PROVIDE SUPPORT, IN THE FORM OF GRANTS, TO NONPROFIT ORGANIZATIONS WHICH ARE NOT LISTED IN THE ORGANIZATION'S GOVERNING DOCUMENTS AS A SUPPORTED ORGANIZATION. THESE ORGANIZATIONS' ACTIVITIES ARE DIRECTLY RELATED TO THE FURTHERANCE OF THE EXEMPT PURPOSE OF UNITYPOINT HEALTH AND ITS SUPPORTED ORGANIZATIONS.
SECTION D, LINE 3:THE MAJORITY OF THE BOARD OF DIRECTORS OF THE ORGANIZATION IS MADE UP OF DIRECTORS NOMINATED BY AND SERVING ON THE SUPPORTED ORGANIZATIONS' BOARD OF DIRECTORS. THE STANDING COMMITTEES OF THE ORGANIZATION'S BOARD CONTROL ALL ACTIVITIES REGARDING THE INVESTMENT POLICIES AND DIRECTING THE USE OF THE ORGANIZATION'S INCOME OR ASSETS AT ALL TIMES DURING THE YEAR WERE THE SAME DIRECTORS NOMINATED BY THE SUPPORTED ORGANIZATIONS.
SECTION E, LINE 3A:THE ORGANIZATION IS THE SOLE MEMBER OF ITS MARKET PARENTS EACH OF WHICH IS THE SOLE MEMBER OF CORPORATIONS THAT OWN AND OPERATE HOSPITALS AND OTHER HEALTH CARE FACILITIES THAT COLLECTIVELY ACT AS AN INTEGRATED HEALTHCARE SYSTEM. THE ORGANIZATION APPROVES ALL OF THE MARKET PARENT COMPANY BOARD MEMBERS AND EACH MARKET PRESIDENT IS APPOINTED BY THE ORGANIZATION.
SECTION E, LINE 3B:THE ORGANIZATION ESTABLISHES ENTERPRISE POLICIES, PROCEDURES, THRESHOLDS, GOVERNING DOCUMENTS, AND/OR OVERALL STRATEGIC, OPERATING, AND/OR CAPITAL PLANS/BUDGETS, AND STANDARDS THAT MUST BE FOLLOWED BY ITS SUPPORTED ORGANIZATIONS.

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Organization Belongs Afflt GrpYes (X)OrganizationBelongsAffltGrpInd

Total Grassroots Lobbying TotalGrassrootsLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt
Affiliated Group Total$0AffiliatedGroupTotalAmt

Total Direct Lobbying TotalDirectLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$548,068FilingOrganizationsTotalAmt
Affiliated Group Total$602,568AffiliatedGroupTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$548,068FilingOrganizationsTotalAmt
Affiliated Group Total$602,568AffiliatedGroupTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$391,547,749FilingOrganizationsTotalAmt
Affiliated Group Total$4,756,513,716AffiliatedGroupTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$392,095,817FilingOrganizationsTotalAmt
Affiliated Group Total$4,757,116,284AffiliatedGroupTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Filing Organizations Total$1,000,000FilingOrganizationsTotalAmt
Affiliated Group Total$1,000,000AffiliatedGroupTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Filing Organizations Total$250,000FilingOrganizationsTotalAmt
Affiliated Group Total$250,000AffiliatedGroupTotalAmt

Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt
Affiliated Group Total$0AffiliatedGroupTotalAmt

Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt
Affiliated Group Total$0AffiliatedGroupTotalAmt

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Current Year Minus3$1,000,000CurrentYearMinus3Amt
Current Year Minus2$1,000,000CurrentYearMinus2Amt
Current Year Minus1$1,000,000CurrentYearMinus1Amt
Current Year$1,000,000CurrentYearAmt
Total$4,000,000TotalAmt
FieldValueIRS element (for citing)
Lobbying Ceiling$6,000,000LobbyingCeilingAmt

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$791,108CurrentYearMinus3Amt
Current Year Minus2$594,939CurrentYearMinus2Amt
Current Year Minus1$596,971CurrentYearMinus1Amt
Current Year$602,568CurrentYearAmt
Total$2,585,586TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Current Year Minus3$250,000CurrentYearMinus3Amt
Current Year Minus2$250,000CurrentYearMinus2Amt
Current Year Minus1$250,000CurrentYearMinus1Amt
Current Year$250,000CurrentYearAmt
Total$1,000,000TotalAmt
FieldValueIRS element (for citing)
Grassroots Ceiling$1,500,000GrassrootsCeilingAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$48,139BeginningYearBalanceAmt
Contributions$1,425,340ContributionsAmt
Investment Earnings Or Losses$11,059InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,406,778GrantsOrScholarshipsAmt
End Year Balance$77,760EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$48,139BeginningYearBalanceAmt
End Year Balance$48,139EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$48,139BeginningYearBalanceAmt
End Year Balance$48,139EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$48,139BeginningYearBalanceAmt
End Year Balance$48,139EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$48,139BeginningYearBalanceAmt
End Year Balance$48,139EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.00000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.00000PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY1.00000TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$5,814,106OtherCostOrOtherBasisAmt
Depreciation$1,438,479DepreciationAmt
Book Value$4,375,627BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$23,137,378OtherCostOrOtherBasisAmt
Depreciation$12,415,154DepreciationAmt
Book Value$10,722,224BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$670,852,992OtherCostOrOtherBasisAmt
Depreciation$611,389,745DepreciationAmt
Book Value$59,463,247BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$4,518,746OtherCostOrOtherBasisAmt
Book Value$4,518,746BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$79,079,844TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)

DescDescAmtAmt
SELF-INSURANCE RESERVE$5,883,872
SWAP LIABILITY$17,420,088
LONG-TERM RETENTION INCENTIVES$10,394,662
DUE TO AFFILIATES$73,531,114
OPERATING LEASE LIABILITY$8,781,289
INCOME TAXES PAYABLE$11,272
FieldValueIRS element (for citing)
Total Liability$116,022,297TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$488,101,000TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$8,231,394NetUnrealizedGainsInvstAmt
Other Revenue$581OtherRevenueAmt
Revenue Not Reported$8,231,975RevenueNotReportedAmt
Revenue Subtotal$479,869,025RevenueSubtotalAmt
Investment Expenses Not Incld$434,679InvestmentExpensesNotIncldAmt
Other Revenues Not Included$14,802,782OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$15,237,461RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$495,106,486TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$487,007,000TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$317OtherExpensesIncludedAmt
Expenses Not Reported$317ExpensesNotReportedAmt
Expenses Subtotal$487,006,683ExpensesSubtotalAmt
Investment Expenses Not Incld2$434,679InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$434,679ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$487,441,362TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, LINE 4:THE ORGANIZATION RETAINS FUNDS FOR INTENDED FUTURE USES, INCLUDING PURCHASE OF EQUIPMENT, INDIGENT CARE, FUNDING OF MISSION RELATED OPERATIONS, AND HEALTH EDUCATION. IN ADDITION, SOME FUNDS ARE HELD FOR INVESTMENT IN PERPETUITY.
PART X, LINE 2:UNITYPOINT HEALTH AND MOST OF ITS SUBSIDIARIES ARE CLASSIFIED AS TAX-EXEMPT ORGANIZATIONS AS DESCRIBED IN SECTIONS 501(C)(3) AND 501(C)(2) OF THE INTERNAL REVENUE CODE (THE CODE). TAX-EXEMPT ORGANIZATIONS ARE NOT SUBJECT TO FEDERAL AND STATE INCOME TAXES ON RELATED INCOME, PURSUANT TO SECTION 501(A) OF THE CODE. THESE ORGANIZATIONS ARE SUBJECT TO FEDERAL AND STATE INCOME TAXES TO THE EXTENT THEY HAVE UNRELATED BUSINESS INCOME AS DESCRIBED UNDER PROVISIONS OF SECTION 511 OF THE CODE. THE SYSTEM FILES FORM 990 FOR SUBSTANTIALLY ALL OF ITS OPERATING ENTITIES IN THE U.S. FEDERAL JURISDICTION AND IS NO LONGER SUBJECT TO EXAMINATION BY TAX AUTHORITIES FOR THE YEARS BEFORE 2020. THE SYSTEM HAS NO MATERIAL UNCERTAIN TAX POSITIONS. CERTAIN SUBSIDIARIES ARE SUBJECT TO FEDERAL AND STATE INCOME TAXES. SOME OF THESE CORPORATIONS HAVE ACCUMULATED NET OPERATING LOSS CARRYFORWARDS THAT ARE AVAILABLE TO OFFSET FUTURE TAXABLE INCOME, IF ANY, DURING THE CARRYFORWARD PERIOD. DEFERRED TAX ASSETS AND LIABILITIES RELATED TO THESE SUBSIDIARIES WERE NOT MATERIAL.
PART XI, LINE 2D - OTHER ADJUSTMENTS:ROUNDING 581.
PART XI, LINE 4B - OTHER ADJUSTMENTS:REVENUES IN NET ASSETS WITHOUT DONOR RESTRICTIONS 14,784,220. REVENUES IN NET ASSETS WITH DONOR RESTRICTIONS 18,562.
PART XII, LINE 2D - OTHER ADJUSTMENTS:ROUNDING 317.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxt
IOWA HEALTH FOUNDATION DBA UNITYPOINT HEALTH FOUNDATION
1415 WOODLAND AVEDES MOINESIA50309421467682501(C)(3)$10,000$0PROGRAM SUPPORT
METHODIST MEDICAL CENTER FOUNDATION DBA CENTRAL ILLINOIS FOUNDATION
120 NORTHEAST GLEN OAK AVEPEORIAIL61603510186460501(C)(3)$10,000$0PROGRAM SUPPORT
ONE IOWA
PO BOX 1419DES MOINESIA50305721613927501(C)(3)$7,500$0PROGRAM SUPPORT
FieldValueIRS element (for citing)
Total501c3 Org4Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationTHE ORGANIZATION REQUIRES EACH RECIPIENT OF THE GRANTS MENTIONED IN PART II & III (OTHER THAN ASSISTANCE TO RELATED ORGANIZATIONS IN THE FORM OF WORKING CAPITAL) TO APPLY FOR THE GRANT AND OUTLINES A SERIES OF ELIGIBLITY STANDARDS THAT ARE REQUIRED TO BE MET. THE ORGANIZATION THEN REVIEWS THESE APPLICATIONS, AND BASED ON NEED AND ELIGIBILITY, A COMMITTEE MAKES THE FINAL DECISION ON ALL GRANT RECIPIENTS.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
First Class Or Charter TravelYes (X)FirstClassOrCharterTravelInd
Travel For CompanionsYes (X)TravelForCompanionsInd
Idemnification Gross Up PmtsYes (X)IdemnificationGrossUpPmtsInd
Written Policy Ref T And E ExpnssYes (1)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (1)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentYes (1)SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (1)SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (37 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
CLAY HOLDERMAN
PRESIDENT/CEO (TO 10/23)$1,243,479$0$1,992,537$0$1,340,830$0$320,100$0$29,826$0$4,926,772$0$531,554$0
SUSAN ERICKSON
COO SVP$700,603$0$488,275$0$636,519$0$123,196$0$20,842$0$1,969,435$0$659,106$0
DAVID WILLIAMS MD CHIEF
CLINICAL OFFICER SVP (TO 11/23)$587,707$0$696,815$0$436,230$0$113,203$0$23,827$0$1,857,782$0$94,664$0
SCOTT KIZERCH LGL OFF SVP TO 723
BD SEC/PRESIDENT/CEO (FR 7/23)$986,060$0$606,261$0$29,664$0$208,812$0$22,198$0$1,852,995$0$0$0
PETER D WATSON CHIEF
FINANCIAL OFFICER SVP (TO 4/23)$243,042$0$702,892$0$824,372$0$16,500$0$19,823$0$1,806,629$0$169,231$0
ROBERT ERICKSON
PRESIDENT/CEO-QC (TO 8/23)$0$358,340$0$566,950$0$470,453$0$16,500$0$30,247$0$1,442,490$0$296,291
DANDRE CARPENTER DNP RN
CHIEF NURSING OFFICER (TO 8/23)$371,575$0$594,475$0$332,381$0$100,333$0$9,443$0$1,408,207$0$53,942$0
AARON GILLINGHAM CHIEF HUMAN
RESOURCES OFFICER SVP (TO 7/23)$292,774$0$603,751$0$374,553$0$16,500$0$27,629$0$1,315,207$0$82,500$0
DANIEL CARPENTER
CHIEF STRATEGY OFFICER SVP$640,866$0$464,884$0$16,955$0$146,942$0$22,298$0$1,291,945$0$0$0
DAVID STARK PRESCEO-DSM CHIEF GOV
AFFAIRS & PHILANTHROPY OFF (FR 7/23)$246,303$357,158$246,203$175,570$6,355$10,134$0$67,576$8,761$15,517$507,622$625,955$0$0
MICHELLE NIERMANN PRESCEO-CR
(TO 8/23), SVP COO-EAST (FR 8/23)$238,700$320,186$227,372$165,025$13,608$23,229$0$88,558$11,835$18,935$491,515$615,933$0$0
PAMELA DELAGARDELLE PRESCEO-WAT
(TO 8/23), SVP COO-WEST (FR 7/23)$240,165$305,553$221,371$168,135$17,122$28,315$0$86,308$5,588$10,441$484,246$598,752$0$0
MARCEL DEVETTEN MD
CHIEF QUALITY OFFICER$506,835$0$129,317$0$393,041$0$16,500$0$21,329$0$1,067,022$0$402,590$0
LAURA SMITH CIO SVP TO 1123 VP C
TECH TRANSFORMATION OFF (FR 11/23)$528,372$0$392,906$0$10,952$0$94,998$0$19,048$0$1,046,276$0$0$0
CHAD WOLBERS
PRES/CEO-DUB (TO 9/23)$0$240,112$0$369,682$0$366,182$0$8,574$0$29,212$0$1,013,762$0$251,260
LEAH GLASGO PRESIDENTCEO-FD
INTERIM PRES/CEO-SC (TO 10/23)$0$583,501$0$294,876$0$7,955$0$61,107$0$33,564$0$981,003$0$0
PATRICIA NEWLAND MD
PRES/CEO-IPCMF$0$527,488$0$323,918$0$11,102$0$80,032$0$24,648$0$967,188$0$0
KEITH KNEPP MD
PRESIDENT/CEO-PM (TO 4/23)$0$160,330$0$173,515$0$523,960$0$10,861$0$8,518$0$877,184$0$407,581
JAMES ARNETT
PRESIDENT/CEO-WI$0$430,516$0$304,419$0$7,737$0$65,625$0$30,952$0$839,249$0$0
MICHAEL HEINRICH INTERIM CFO
(FR 3/23 TO 7/23), CFO (FR 7/23)$228,055$205,399$0$165,786$4,822$20,063$0$66,844$4,887$6,694$237,764$464,786$0$0
ANDREA EKLUND
CHIEF COMPLIANCE OFFICER (TO 10/23)$231,556$0$316,777$0$107,317$0$16,500$0$29,751$0$701,901$0$37,197$0
MALLARY MCKINNEY VP CHIEF BRAND
MARKETING & COMMUNICATIONS OFFICER$321,694$0$237,818$0$3,443$0$60,873$0$5,382$0$629,210$0$0$0
JESSICA MEISNER VP SYSTEM HR CONSUL
(TO 11/23), SVP CAO (FR 11/23)$411,696$0$116,157$0$3,722$0$25,500$0$18,831$0$575,906$0$0$0
MARK JOHNSON
VP CONSOLIDATED SERVICES$364,068$0$94,523$0$9,107$0$69,095$0$25,872$0$562,665$0$0$0
WENDY MORTIMORE MD
CHIEF MEDICAL INF OFFICER$393,454$0$98,486$0$138$0$16,500$0$15,467$0$524,045$0$0$0
JOHN SHEEHAN FRMR CHIEF
OPERATING OFFICER SVP (TO 7/22)$0$0$0$0$489,785$0$0$0$4,437$0$494,222$0$0$0
MATTHEW WARRENS
MANAGING DIRECTOR INNOVATION CENTER$300,643$0$82,535$0$71,943$0$16,500$0$21,764$0$493,385$0$0$0
JENNIFER OFELT INT PRESCCO-HOME
(TO 7/23) PRES/CCO-HOME (FR 7/23)$0$330,238$0$109,003$0$2,929$0$29,362$0$19,065$0$490,597$0$0
DEBRA KING
DEPUTY GENERAL COUNSEL$327,766$0$80,198$0$7,168$0$48,374$0$20,885$0$484,391$0$0$0
THEODORE TOWNSEND FRMR PRESCEO-CR
FRMR INT PRES/CEO-DUB (TO 12/18)$0$0$0$0$0$462,474$0$0$0$0$0$462,474$0$462,474
DENNIS SHIRLEY
VP REVENUE CYCLE$323,228$0$85,154$0$3,043$0$16,500$0$24,219$0$452,144$0$0$0
KYLE CHRISTIASON MD
BOARD MEMBER$0$383,674$0$0$0$1,129$0$16,500$0$26,625$0$427,928$0$0
RICHARD SEIDLER
FRMR PRESIDENT/CEO-QC (TO 05/19)$0$0$0$0$0$369,890$0$0$0$0$0$369,890$0$369,890
ANDREA WHITE MD
BOARD MEMBER$0$328,266$0$10,671$0$1,129$0$16,500$0$9,353$0$365,919$0$0
LORENZO SUTER
FRMR PRES/CEO-SC (TO 7/22)$0$0$0$0$0$268,869$0$0$0$13,491$0$282,360$0$0
SUSAN THOMPSON FRMR INTERIM
PRESIDENT/CEO (TO 02/21)$0$0$0$0$278,145$0$0$0$0$0$278,145$0$278,145$0
ART NIZZA
FRMR EVP/COO (TO 02/21)$0$0$0$0$156,611$0$0$0$0$0$156,611$0$0$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 1ATRAVEL: CEO AND BOARD MEMBERS USE PRIVATE CHARTER FOR BUSINESS TRAVEL BETWEEN AFFILIATE CITIES AND FOR BOARD OF DIRECTOR MEETINGS. THIS TRAVEL IS FOR BUSINESS PURPOSES ONLY. NO FIRST CLASS COMMERCIAL TRAVEL IS REIMBURSED. TRAVEL FOR COMPANIONS: SPOUSES SOMETIMES ACCOMPANY BOARD MEMBERS AND/OR OFFICERS ON ORGANIZATIONAL ACTIVITIES, INCLUDING BOARD RETREATS. THE ADDITIONAL COST ATTRIBUTABLE TO THE SPOUSE IS TREATED AS TAXABLE COMPENSATION TO THE BOARD MEMBER OR OFFICER AND REPORTED AS APPROPRIATE TO THE IRS. TAX INDEMNIFICATION AND GROSS-UP PAYMENTS: IF AN INDIVIDUAL IS PROVIDED SOMETHING FROM THE EMPLOYER OF VALUE, SUCH AS A PAID BENEFIT, GIFT CARD OR GIFT, WHICH IS CONSIDERED TAXABLE INCOME, THEN THE EMPLOYER WILL ADD IMPUTED AMOUNTS TO PAYCHECK IN ORDER TO TAX APPROPRIATELY.
PART I, LINES 4A-BSEVERANCE PAYMENTS: THE FOLLOWING INDIVIDUAL(S) RECEIVED SEVERANCE PAYMENTS DURING THE YEAR THAT WERE INCLUDED IN THEIR TAXABLE INCOME: DANDRE CARPENTER $185,202; ANDREA EKLUND $64,579; ROBERT ERICKSON $165,672; AARON GILLINGHAM $261,462; CLAY HOLDERMAN $286,085; ARTHUR NIZZA $156,611; JOHN SHEEHAN $489,785; LORENZO SUTER $268,869; MATTHEW WARRENS $25,861; PETER D. WATSON $553,846; DAVID WILLIAMS $62,834; AND CHAD WOLBERS $101,670. NONQUALIFIED RETIREMENT PLAN CONTRIBUTIONS: THE FOLLOWING INDIVIDUAL(S) PARTICIPATED IN AND RECEIVED CONTRIBUTIONS IN A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN: JAMES ARNETT $52,425; DANDRE CARPENTER $83,833; DANIEL CARPENTER $130,442: PAM DELAGARDELLE $69,808; SUSAN ERICKSON $106,696; LEAH GLASGO $44,607; MICHAEL HEINRICH $50,344; CLAY HOLDERMAN $303,600; MARK JOHNSON $52,595; DEBRA KING $31,874; SCOTT KIZER $192,312; MALLARY MCKINNEY $47,323; JESSICA MEISNER $9,000; PATRICIA NEWLAND, MD $63,532; MICHELLE NIERMANN $72,058; JENNIFER OFELT $12,862; LAURA SMITH $78,498; DAVID STARK $51,076; AND DAVID WILLIAMS, MD $96,703. NONQUALIFIED RETIREMENT PLAN DISTRIBUTIONS: THE FOLLOWING INDIVIDUAL(S) PARTICIPATED IN AND RECEIVED PAYMENTS FROM A SUPPLEMENTAL NON-QUALIFIED PLAN: DANDRE CARPENTER $142,498; MARCEL DEVETTEN, MD $371,056; ANDREA EKLUND $40,038; ROBERT ERICKSON $292,105; SUSAN ERICKSON $610,678; AARON GILLINGHAM $107,035; CLAY HOLDERMAN $850,162; KEITH KNEPP, MD $406,743; RICHARD SEIDLER $369,890; SUSAN THOMPSON $278,145; THEODORE TOWNSEND, JR $462,474; PETER D. WATSON $170,213; DAVID WILLIAMS, MD $201,601; AND CHAD WOLBERS $260,210. PAYOUTS ARE MADE WITH VESTED FUNDS, AS ESTABLISHED BY PLAN DOCUMENTS.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
IOWA FINANCE AUTHORITY
A521699886462466ET62013-10-03$79,120,000SEE PART VI000
IOWA FINANCE AUTHORITY
B52169988697670FBE02014-05-21$259,106,530SEE PART VIYes (1)00
WISC HEALTH & EDUCATIONAL FACILITIES
C3913378552022-08-09$4,650,000SEE PART VI000
WISC HEALTH & EDUCATIONAL FACILITIES
D3913378552022-08-09$16,170,000SEE PART VI000

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtTotal ProceedsTotalProceedsAmtRefunding EscrowRefundingEscrowAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtOther Spent ProceedsOtherSpentProceedsAmtSubstantial CompletionSubstantialCompletionYrRefunding Tax Exempt BondsRefundingTaxExemptBondsIndRefunding Taxable BondsRefundingTaxableBondsIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintIndBond DefeasedBondDefeasedAmtCapital ExpendituresCapitalExpendituresAmt
A$10,395,000$79,120,000$28,620,000$500,000$50,000,0002014Yes (1)0Yes (1)Yes (1)
B$43,095,000$243,525,000$71,310,750$2,593,5682015Yes (1)0Yes (1)Yes (1)$85,000,000$185,202,212
C$3,100,000$4,650,000$4,650,0002012Yes (1)0Yes (1)Yes (1)
D$1,820,000$16,170,000$16,170,0002014Yes (1)0Yes (1)Yes (1)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndAny Research AgreementsAnyResearchAgreementsIndPrivate Bus Use By OthersPrivateBusUseByOthersPctPrivate Bus Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A0Yes (1)000.019700.000000.0197000Yes (1)
B0Yes (1)000.001000.000000.0010000Yes (1)
C00000.000000.000000.0000000Yes (1)
D00000.000000.000000.0000000Yes (1)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
A00Yes (1)00000Yes (1)
B00Yes (1)00000Yes (1)
C00Yes (1)00000Yes (1)
D00Yes (1)00000Yes (1)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (1)
BYes (1)
CYes (1)
DYes (1)

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE A(F) - BOND ISSUES(I) REFUND A PORTION OF THE IOWA FINANCE AUTHORITY'S HOSPITAL FACILITIES REVENUE BONDS (IOWA HEALTH SYSTEM), SERIES 2009A-E ISSUED ON 3/4/09; (II) REFUND A PORTION OF THE IOWA FINANCE AUTHORITY'S HOSPITAL FACILITIES REVENUE BONDS (IOWA HEALTH SYSTEM), SERIES 2009F ISSUED ON 8/6/09.
PART I, LINE B(F) - BOND ISSUES(I) REFUND A PORTION OF THE IOWA FINANCE AUTHORITY'S HOSPITAL FACILITIES REVENUE BONDS (IOWA HEALTH SYSTEM), SERIES 2005A ISSUED ON 3/4/09.
PART I, LINE C(F) - BOND ISSUES(I) REFUNDING OF BOND ISSUED 08/09/12 BY WISC HEALTH & EDUCATIONAL FACILITIES; MERITER BECAME AFFILIATED WITH UNITYPOINT HEALTH ON 1/1/2014; DURING 2014 MERITER HOSPITAL BONDS WERE MOVED TO THE BOOKS OF UNITYPOINT HEALTH AND PARTIALLY REFUNDED WITH A 2014 BOND DRAW BY UNITYPOINT HEALTH.
PART I, LINE D(F) - BOND ISSUES(I) REFUNDING OF BOND ISSUED 08/09/12 BY WISC HEALTH & EDUCATIONAL FACILITIES; MERITER BECAME AFFILIATED WITH UNITYPOINT HEALTH ON 1/1/2014; DURING 2014 MERITER HOSPITAL BONDS WERE MOVED TO THE BOOKS OF UNITYPOINT HEALTH AND PARTIALLY REFUNDED WITH A 2014 BOND DRAW BY UNITYPOINT HEALTH.
PART I, LINE E(F) - BOND ISSUES(I) REFUND A PORTION OF THE IOWA FINANCE AUTHORITY'S HOSPITAL FACILITIES REVENUE BONDS (IOWA HEALTH SYSTEM), SERIES 2008A ISSUED ON 8/6/2009; (II) CONSTRUCT AND EQUIP PARTS OF WATERLOO AND DUBUQUE AFFILIATE FACILITIES.
PART I, LINE F(F) - BOND ISSUES(I) REFINANCE A PORTION AND DEFEASE A PORTION OF THE IOWA FINANCE AUTHORITY'S HOSPITAL FACILITIES REVENUE BONDS (IOWA HEALTH SYSTEM), SERIES 2005A ISSUED ON 07/27/2005; (II) CONSTRUCT, EQUIP AND IMPROVE HOSPITAL FACILITIES OF THE ORGANIZATION AND AFFILIATES LOCATED IN MARSHALLTOWN, IOWA.
PART I, LINE G(F) - BOND ISSUES(I) REFUND A PORTION OF THE IOWA FINANCE AUTHORITY'S HOSPITAL FACILITIES REVENUE BONDS (IOWA HEALTH SYSTEM), SERIES 2016A ISSUED ON 01/04/2016.
PART I, LINE H(F) - BOND ISSUES(I) REFUND A PORTION OF THE IOWA FINANCE AUTHORITY'S HOSPITAL FACILITIES REVENUE BONDS (IOWA HEALTH SYSTEM), SERIES 2018A ISSUED ON 03/20/2018.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
IOWA FINANCE AUTHORITY
A521699886462466FZ12016-06-07$197,934,258SEE PART VI000
IOWA FINANCE AUTHORITY
B52169988646246K5C22018-11-20$79,730,031SEE PART VI000
IOWA FINANCE AUTHORITY
C52169988646246K5D02018-11-20$229,660,000SEE PART VI000
IOWA FINANCE AUTHORITY
D52169988646247SFB52023-11-15$63,680,000SEE PART VI000

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtTotal ProceedsTotalProceedsAmtRefunding EscrowRefundingEscrowAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCapital ExpendituresCapitalExpendituresAmtSubstantial CompletionSubstantialCompletionYrRefunding Tax Exempt BondsRefundingTaxExemptBondsIndRefunding Taxable BondsRefundingTaxableBondsIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintInd
A$29,270,000$197,934,258$160,264,194$1,670,064$36,000,00020170Yes (1)Yes (1)Yes (1)
B$25,600,000$79,730,031$57,229,162$713,301$21,787,5682018Yes (1)0Yes (1)Yes (1)
C$66,440,000$229,660,000$228,175,000$1,485,0002018Yes (1)0Yes (1)Yes (1)
D$63,680,000$63,680,0002018Yes (1)0Yes (1)Yes (1)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndAny Research AgreementsAnyResearchAgreementsIndPrivate Bus Use By OthersPrivateBusUseByOthersPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdIndPrivate Bus Concerning UBIPrivateBusConcerningUBIPct
A0Yes (1)000.003300.0033000Yes (1)
B00000.000100.0001000Yes (1)0.00000
C0Yes (1)000.007500.0075000Yes (1)0.00000
D00000.000200.0002000Yes (1)0.00000

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
A00Yes (1)00000Yes (1)
B00Yes (1)0Yes (1)000Yes (1)
C00Yes (1)0Yes (1)000Yes (1)
D00Yes (1)0Yes (1)000Yes (1)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (1)
BYes (1)
CYes (1)
DYes (1)

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

FieldValueIRS element (for citing)
PersonCHAD BAEDKEPersonNm
FieldValueIRS element (for citing)
Relationship DescriptionFAMILY MEMBER OF FORMER KEY EMPLOYEE SUSAN THOMPSONRelationshipDescriptionTxt
Transaction$150,760TransactionAmt
TransactionEMPLOYMENTTransactionDesc
Sharing Of Revenues0SharingOfRevenuesInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART V, LINES 1A & 1BCASH DISBURSEMENTS ARE CENTRALIZED THROUGH THE PARENT ORGANIZATION, IOWA HEALTH SYSTEM (D/B/A UNITYPOINT HEALTH). THE PARENT MAKES THE PAYMENTS AND FILES THE RELATED FORMS 1099 AND 1096 ON BEHALF OF ALL UNITYPOINT HEALTH SYSTEM RELATED ORGANIZATIONS.
FORM 990, PART VI, SECTION A, LINE 4IOWA HEALTH SYSTEM (DBA UNITYPOINT HEALTH) IS THE SOLE MEMBER OF MARKET PARENTS EACH OF WHICH IS THE SOLE MEMBER OF CORPORATIONS THAT OWN AND OPERATE HOSPIITAL AND HEALTHCARE FACILITIES. UNITYPOINT HEALTH AND ITS MARKETS IMPLEMENTED A FULLY-INTEGRATED OPERATING MODEL INCLUDING STANDARD GOVERNANCE ACROSS MARKETS ESTABLISHING RESPECTIVE RESPONSIBILITIES, AUTHORITIES, AND POWERS SET FORTH IN AMENDED GOVERNING DOCUMENTS.
FORM 990, PART VI, SECTION B, LINE 11BTHE FORM 990 IS PREPARED BY UNITYPOINT HEALTH'S CORPORATE SERVICES TAX DEPARTMENT AND GOES THROUGH TWO LEVELS OF REVIEW WITHIN THE DEPARTMENT WITH ULTIMATE APPROVAL BY THE DIRECTOR OF TAX SERVICES. THE DIRECTOR OF TAX SERVICES MEETS WITH THE FINANCE EXECUTIVE AND REVIEWS KEY PARTS OF THE FORM 990 UTILIZING A PRESENTATION SUMMARY. A COPY OF THE FORM 990 IS GIVEN TO EACH MEMBER OF THE BOARD VIA THE BOARD PORTAL ALONG WITH A REVIEW GUIDE.
FORM 990, PART VI, SECTION B, LINE 12CTHE ORGANIZATION HAS A CONFLICT OF INTEREST POLICY. ANNUALLY ALL OFFICERS, DIRECTORS, KEY EMPLOYEES AND REPORTING PHYSICIANS ARE REQUESTED TO COMPLETE A QUESTIONNAIRE TO REPORT POTENTIAL CONFLICTS OF INTEREST. PERSONS WHO HAVE NOT RETURNED QUESTIONNAIRES ARE CONTACTED ADDITIONAL TIMES IN AN EFFORT TO RECEIVE COMPLETE AND ACCURATE RESPONSES FROM ALL PERSONS. THE ANNUAL QUESTIONNAIRES INCLUDE AN ACKNOWLEDGEMENT THAT THE OFFICER, DIRECTOR, KEY EMPLOYEE OR REPORTING PHYSICIAN: 1) HAS ACCESS TO A COPY OF THE CONFLICT OF INTEREST POLICY; 2) HAS READ AND UNDERSTANDS THE POLICY; 3) AGREES TO COMPLY WITH THE POLICY; 4) UNDERSTANDS THAT THE POLICY APPLIES TO ALL COMMITTEES AND SUBCOMMITTEES HAVING BOARD-DELEGATED POWERS; AND 5) UNDERSTANDS THAT THE ORGANIZATION IS A CHARITABLE ORGANIZATION AND THAT IN ORDER TO MAINTAIN ITS TAX-EXEMPT STATUS, IT MUST CONTINUOUSLY ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. SENIOR ADMINISTRATIVE STAFF AT ALL RELATED ORGANIZATIONS PROVIDE INFORMATION TO A CENTRAL COORDINATOR RELATED TO THE IDENTIFICATION OF WHICH INDIVIDUALS SHOULD RECEIVE THE QUESTIONNAIRE FOR COMPLETION. THE RESULTS ARE COMPILED CENTRALLY AND REVIEWED BY THE IOWA HEALTH SYSTEM COMPLIANCE OFFICER AND DIRECTOR OF INTERNAL AUDIT. THE DETAIL RESULTS ARE REPORTED TO A COMMITTEE OF THE SYSTEM BOARD. THE RESULTS RELATED TO SPECIFIC REGIONAL PARENT COMPANIES, THEIR HOSPITALS AND RELATED ORGANIZATIONS, ARE DISTRIBUTED IN DETAIL TO THE CHAIRPERSON OF THE REGIONAL PARENT ORGANIZATION, THE CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER AND COMPLIANCE MANAGER. THESE INDIVIDUALS ARE ALSO REMINDED OF THE APPROPRIATE PROCESS TO BE FOLLOWED DURING THE YEAR TO ADDRESS POTENTIAL CONFLICTS OF INTEREST THAT RELATE TO MATTERS THAT ARE BROUGHT TO THE BOARD OF DIRECTORS FOR ACTION. THE INFORMATION DISCLOSED IS USED TO IDENTIFY POTENTIAL CONFLICTS OF INTEREST AND TO ASSIST IN COMPLETING IRS AND MEDICAID QUESTIONNAIRES. ANY DUALITY OF INTEREST OR POSSIBLE CONFLICT OF INTEREST ON THE PART OF ANY ORGANIZATIONAL OFFICER, DIRECTOR, KEY EMPLOYEE OR REPORTING PHYSICIAN TOGETHER WITH ALL MATERIAL FACTS, SHOULD BE DISCLOSED TO THE BOARD OF DIRECTORS AND MADE A MATTER OF RECORD, EITHER THROUGH AN ANNUAL PROCEDURE OR WHEN THE INTEREST OCCURS OR BECOMES A MATTER OF BOARD ACTION. ANY ORGANIZATIONAL OFFICER, DIRECTOR, KEY EMPLOYEE OR REPORTING PHYSICIAN HAVING A CONFLICT OF INTEREST IN ANY MATTER SHOULD NOT BE PRESENT DURING GENERAL DISCUSSION NOR VOTE OR USE HIS OR HER PERSONAL INFLUENCE ON THE MATTER, AND HE OR SHE SHOULD NOT BE COUNTED IN DETERMINING THE EXISTENCE OF A QUORUM FOR PURPOSES OF THE MATTER OR ITEM AS TO WHICH A CONFLICT EXISTS. THE BOARD SHOULD EXCLUDE THE INDIVIDUAL FROM ANY DISCUSSION OR VOTE IN WHICH THE BOARD DECIDES WHETHER OR NOT A CONFLICT OF INTEREST EXISTS. IN CASES IN WHICH AN OFFICER, DIRECTOR, KEY EMPLOYEE, REPORTING PHYSICIAN OR THE INDIVIDUAL'S HOUSEHOLD MEMBER HAS A CONFLICT OF INTEREST IN AN ARRANGEMENT OR TRANSACTION, THE FOLLOWING ADDITIONAL STEPS MAY BE TAKEN AT THE DIRECTION OF THE BOARD OF DIRECTORS: 1) AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE OR SHE SHALL LEAVE THE BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL 1) DECIDE IF A CONFLICT OF INTEREST EXISTS, 2) A DISINTERESTED PERSON OR COMMITTEE MAY BE APPOINTED TO INVESTIGATE ALTERNATIVES TO THE PROPOSED ARRANGEMENT OR TRANSACTION; 3) IN ORDER TO APPROVE THE ARRANGEMENT OR TRANSACTION, THE BOARD MUST FIRST FIND, BY MAJORITY VOTE OF DISINTERESTED MEMBERS, THAT THE ARRANGEMENT OR TRANSACTION IS IN THE ORGANIZATION'S BEST INTEREST, IS FAIR AND REASONABLE TO THE ORGANIZATION, AND, AFTER REASONABLE INVESTIGATION, THE DISINTERESTED MEMBERS HAVE DETERMINED THAT A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT CANNOT BE OBTAINED WITH REASONABLE EFFORTS UNDER THE CIRCUMSTANCES; THE MINUTES OF THE BOARD AND ALL COMMITTEES WITH BOARD-DELEGATED POWERS SHALL CONTAIN: 1) THE NAMES OF THE PERSONS WHO DISCLOSED OR OTHERWISE WERE FOUND TO HAVE A FINANCIAL INTEREST IN CONNECTION WITH AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, THE NATURE OF THE FINANCIAL INTEREST, ANY ACTION TAKEN TO DETERMINE WHETHER A CONFLICT OF INTEREST WAS PRESENT, AND THE BOARD'S OR COMMITTEE'S DECISION AS TO WHETHER A CONFLICT OF INTEREST IN FACT EXISTED; 2) THE NAMES OF THE PERSONS WHO WERE PRESENT FOR DISCUSSIONS AND VOTES RELATING TO THE TRANSACTION OR ARRANGEMENT, THE CONTENT OF THE DISCUSSION, INCLUDING ANY ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT, AND A RECORD OF ANY VOTES TAKEN IN CONNECTION THEREWITH; IN ORDER TO PROTECT THE ORGANIZATION'S BEST INTERESTS, APPROPRIATE DISCIPLINARY ACTION MAY BE TAKEN WITH RESPECT TO AN OFFICER, DIRECTOR, KEY EMPLOYEE OR REPORTING PHYSICIAN WHO VIOLATES THE CONFLICT OF INTEREST POLICY.
FORM 990, PART VI, SECTION B, LINE 15THE EXECUTIVE COMMITTEE OF THE IOWA HEALTH SYSTEM BOARD OF DIRECTORS ("COMMITTEE") CONDUCTS A COMPREHENSIVE REVIEW OF ALL COMPENSATION AND BENEFITS PROVIDED TO THE ORGANIZATION'S OFFICERS AND KEY EMPLOYEES, INCLUDING THE IHS CHIEF EXECUTIVE OFFICER (THE "CEO"). THIS REVIEW COMPARES THE TOTAL COMPENSATION AND VALUE OF BENEFITS PROVIDED TO EACH EXECUTIVE, ON A POSITION BY POSITION BASIS, TO THAT PROVIDED TO FUNCTIONALLY SIMILAR POSITIONS IN SIMILARLY SITUATED ORGANIZATIONS. THIS REVIEW IS CONDUCTED BY THE COMMITTEE WITH THE ASSISTANCE OF A NATIONAL, INDEPENDENT COMPENSATION CONSULTANT REPORTING DIRECTLY TO THE COMMITTEE. THE COMMITTEE HAS BEEN DELEGATED THE RESPONSIBILITY FOR OVERSIGHT OF EXECUTIVE COMPENSATION AND IS MADE UP ENTIRELY OF INDEPENDENT DIRECTORS WITHIN THE MEANING OF THE "REBUTTABLE PRESUMPTION OF REASONABLENESS" UNDER THE FEDERAL INCOME TAX INTERMEDIATE SANCTIONS RULES. THE COMPENSATION CONSULTANT HOLDS ITSELF OUT TO THE PUBLIC AS A COMPENSATION CONSULTANT, PERFORMS THESE VALUATIONS ON A REGULAR BASIS, IS QUALIFIED TO MAKE THE VALUATIONS OF THE SERVICES INVOLVED, AND HAS SO INDICATED IN A WRITTEN CERTIFICATION TO THE COMMITTEE. BASED UPON THE ADVICE OF THE COMPENSATION CONSULTANT, AND APPLYING THE BOARD'S COMPENSATION PHILOSOPHY, THE COMMITTEE ESTABLISHES THE OVERALL ADJUSTMENT IN COMPENSATION AND BENEFITS FOR THE TOP EXECUTIVES IN THE ENTIRE HEALTH SYSTEM (SEVERAL OF WHICH ARE EMPLOYEES OF THE FILING ORGANIZATION) AND DELEGATES TO THE CEO THE AUTHORITY TO MAKE ADJUSTMENTS, CONSISTENT WITH THE COMMITTEE'S DIRECTION, FOR THE OTHER EXECUTIVES. THE COMMITTEE DETERMINES ALL ASPECTS OF THE COMPENSATION AND BENEFITS OF THE CEO. THE COMMITTEE INTENTIONALLY TAKES ALL THE STEPS NECESSARY TO QUALIFY FOR THE REBUTTABLE PRESUMPTION OF REASONABLENESS UNDER THE FEDERAL INCOME TAX LAW INTERMEDIATE SANCTIONS RULES, INCLUDING CONTEMPORANEOUS SUBSTANTIATION OF ALL COMMITTEE MEETINGS AND ACTIONS. THE ORGANIZATION BELIEVES IT IS IN FULL COMPLIANCE WITH SECTION 4958 OF THE IRC, PROVIDES NO MORE THAN REASONABLE AND FAIR MARKET VALUE COMPENSATION AND BENEFITS FOR ITS EMPLOYEES AND DOES NOT PROVIDE ANY EXCESS COMPENSATION OR BENEFITS AS PROHIBITED BY SECTION 4958. THE REVIEW OF COMPENSATION AND BENEFITS WAS LAST PERFORMED IN DECEMBER 2023 FOR THE FOLLOWING INDIVIDUALS: JAMES C. ARNETT, DANIEL L. CARPENTER, PAMELA K. DELAGARDELLE, MARCEL P. DEVETTEN, MD, LEAH M. GLASGO, MICHAEL G. HEINRICH, MARK A. JOHNSON, DEBRA D. KING, SCOTT A. KIZER, MALLARY A. MCKINNEY, JESSICA J. MEISNER, WENDY R. MORTIMORE, MD, PATRICIA K. NEWLAND, MD, MICHELLE S. NIERMANN, JENNIFER L. OFELT, DENNIS J. SHIRLEY, LAURA S. SMITH, AND DAVID A. STARK. THE COMPENSATION AND BENEFITS OF THE OTHER PERSONS LISTED ON FORM 990, PART VII WAS ESTABLISHED BY AN INDEPENDENT PERSON/COMMITTEE USING AN INDEPENDENT COMPENSATION CONSULTANT AND/OR COMPENSATION SURVEY OR STUDY FOR SIMILARLY QUALIFED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS. COMPENSATION AND BENEFITS ARE BASED ON THE FAIR MARKET VALUE OF THE SERVICES PROVIDED TO THE ORGANIZATION.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION'S GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST THROUGH ITS LEGAL DEPARTMENT. THE ORGANIZATION'S CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE PUBLICLY AVAILABLE ON THE IOWA HEALTH SYSTEM WEBSITE, WWW.UNITYPOINT.ORG.
FORM 990, PART IX, LINE 11GCOLLECTION FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 23,350,034. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 23,350,034. CONSULTING FEES: PROGRAM SERVICE EXPENSES 4,084,291. MANAGEMENT AND GENERAL EXPENSES 4,865,142. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 8,949,433. EQUIPMENT REPAIRS: PROGRAM SERVICE EXPENSES 15,239. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 15,239. MISCELLANEOUS PURCHASED SERVICES: PROGRAM SERVICE EXPENSES -686,783. MANAGEMENT AND GENERAL EXPENSES 8,385,201. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,698,418. PRINTING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 113,968. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 113,968. PURCH MED DIRECTOR SERVICES: PROGRAM SERVICE EXPENSES 62,319. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 62,319. SERVICE MAINTENANCE CONTRACTS: PROGRAM SERVICE EXPENSES 75,069,523. MANAGEMENT AND GENERAL EXPENSES 7,660,601. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 82,730,124. SOFTWARE & SOFTWARE MAINTENANCE: PROGRAM SERVICE EXPENSES 1,890,259. MANAGEMENT AND GENERAL EXPENSES 8,468,438. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10,358,697. HEALTHCARE PROFESSIONALS: PROGRAM SERVICE EXPENSES 1,664. MANAGEMENT AND GENERAL EXPENSES 836. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,500. PURCHASED HOUSEKEEPING AND LAUNDRY: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 900. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 900.
FORM 990, PART XI, LINE 9:CENTRAL ILLINOIS DEAFFILIATION 75,000,000. CENTRAL ILLINOIS BOND DEFEASEMENT 2,450,469. FUND BALANCE TRANSFER (MEDIMORE) -1,470,412. CHANGE IN BENEFICIAL INTEREST 11,059.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdTotal IncomeTotalIncomeAmtEnd Of Year AssetsEndOfYearAssetsAmtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
BHC LC
1776 WEST LAKES PKWY 400WEST DES MOINESIA50266273820391INFORMATION TECHNOLOGY MGMT.IA$0$1,000IOWA HEALTH SYSTEM
IOWA HEALTH ACCOUNTABLE CARE LC
1776 WEST LAKES PKWY 400WEST DES MOINESIA50266454550692ACCOUNTABLE CAREIA$6,408,503$76,544,225IOWA HEALTH SYSTEM

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (52 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationInd
ABBE CENTER FOR COMMUNITY MENTAL HEALTH INC
740 N 15TH AVE NO AHIAWATHAIA52233421045257MENTAL HEALTH CAREIA501(C)(3)509(A)(2)ABBEHEALTH INCYes (1)
ABBEHEALTH INC
740 N 15TH AVE NO AHIAWATHAIA52233421373123SUPPORT AFFILIATES' MISSION TO IMPROVE HEALTH CAREIA501(C)(3)509(A)(3), TYPE IIIST LUKE'S HEALTHCAREYes (1)
AGING SERVICES INC
740 N 15TH AVE NO AHIAWATHAIA52233237085316SENIOR SERVICESIA501(C)(3)170(B)(1) (A)(VI)ABBEHEALTH INCYes (1)
ALLEN COLLEGE
1825 LOGAN AVENUEWATERLOOIA50703421351526EDUCATE AND DEVELOP HEALTHCARE PROFESSIONALSIA501(C)(3)170(B)(1) (A)(II)ALLEN HEALTH SYSTEMS INCYes (1)
ALLEN HEALTH SYSTEMS INC
1825 LOGAN AVENUEWATERLOOIA50703421201924SUPPORT AFFILIATES' MISSION TO IMPROVE HEALTH CAREIA501(C)(3)509(A)(3), TYPE IIIOWA HEALTH SYSTEMYes (1)
ALLEN MEMORIAL HOSPITAL CORPORATION
1825 LOGAN AVENUEWATERLOOIA50703420698265HOSPITALIA501(C)(3)170(B)(1) (A)(III)ALLEN HEALTH SYSTEMS INCYes (1)
ANAMOSA AREA AMBULANCE SERVICE
101 GRANT WOOD DRIVEANAMOSAIA52205421466284PROVIDE AMBULANCE SERVICESIA501(C)(3)509(A)(2)ST LUKE'SJONES REGIONAL MEDICAL CENTERYes (1)
BLACK HAWK-GRUNDY MENTAL HEALTH CENTER INC
3251 WEST NINTH STREETWATERLOOIA50702420733463MENTAL HEALTH CAREIA501(C)(3)170(B)(1) (A)(VI)ALLEN HEALTH SYSTEMS INCYes (1)
CENTER FOR ALCOHOL AND DRUG SERVICES INC
4869 FOREST GROVE DRIVEBETTENDORFIA52722421134273SUBSTANCE ABUSE SERVICESIA501(C)(3)170(B)(1) (A)(VI)THE ROBERT YOUNG CENTER FOR COMMUNITY MENTAL HEALTHYes (1)
CENTRAL IOWA HEALTH PROPERTIES CORPORATION
1200 PLEASANT STREETDES MOINESIA50309421233759PROPERTY HOLDING COMPANYIA501(C)(2)CENTRAL IOWA HEALTH SYSTEMYes (1)
CENTRAL IOWA HEALTH SYSTEM
1200 PLEASANT STREETDES MOINESIA50309421189791SUPPORT AFFILIATES' MISSION TO IMPROVE HEALTH CAREIA501(C)(3)509(A)(3), TYPE IIIOWA HEALTH SYSTEMYes (1)
CENTRAL IOWA HOSPITAL CORPORATION
1200 PLEASANT STREETDES MOINESIA50309420680452HOSPITALIA501(C)(3)170(B)(1) (A)(III)CENTRAL IOWA HEALTH SYSTEMYes (1)
DES MOINES AREA MEDICAL EDUCATION CONSORTIUM INC
1415 WOODLAND AVE SUITE 130DES MOINESIA50309421412497COORDINATION OF MEDICAL EDUCATION PROGRAMSIA501(C)(3)509(A)(3), TYPE III0
EYERLY-BALL COMMUNITY MENTAL HEALTH SERVICES
945 19TH STREETDES MOINESIA50314420942273MENTAL HEALTH CAREIA501(C)(3)509(A)(2)CENTRAL IOWA HEALTH SYSTEMYes (1)
FINLEY TRI-STATES HEALTH GROUP INC
350 NORTH GRANDVIEW AVENUEDUBUQUEIA52001421307495SUPPORT AFFILIATES' MISSION TO IMPROVE HEALTH CAREIA501(C)(3)509(A)(3), TYPE IIIOWA HEALTH SYSTEMYes (1)
GRINNELL REGIONAL MEDICAL CENTER
210 FOURTH AVENUEGRINNELLIA50112420933383HOSPITALIA501(C)(3)170(B)(1) (A)(III)CENTRAL IOWA HEALTH SYSTEMYes (1)
GRINNELL REGIONAL MEDICAL CENTER FOUNDATION
210 FOURTH AVENUEGRINNELLIA50112421454737CHARITABLE FUNDRAISINGIA501(C)(3)170(B)(1) (A)(VI)GRINNELL REGIONAL MEDICAL CENTERYes (1)
IOWA HEALTH FOUNDATION
1415 WOODLAND AVE SUITE E-200DES MOINESIA50309421467682CHARITABLE FUNDRAISINGIA501(C)(3)170(B)(1) (A)(VI)CENTRAL IOWA HEALTH SYSTEMYes (1)
IOWA HEALTH SYSTEM
1776 WEST LAKES PKWY 400WEST DES MOINESIA50266421435199SUPPORT AFFILIATES' MISSION TO IMPROVE HEALTH CAREIA501(C)(3)509(A)(3), TYPE IIIYes (1)
IOWA PHYSICIANS CLINIC MEDICAL FOUNDATION
1776 WEST LAKES PKWY 400WEST DES MOINESIA50266421411630PRIMARY HEALTH CARE SERVICESIA501(C)(3)170(B)(1) (A)(III)IOWA HEALTH SYSTEMYes (1)
MEMORIAL FOUNDATION OF ALLEN HOSPITAL
1825 LOGAN AVENUEWATERLOOIA50703421201138CHARITABLE FUNDRAISINGIA501(C)(3)170(B)(1) (A)(VI)ALLEN HEALTH SYSTEMS INCYes (1)
MERITER FOUNDATION INC
202 SOUTH PARK STREETMADISONWI53715237098688CHARITABLE FUNDRAISINGWI501(C)(3)170(B)(1) (A)(VI)MERITER HEALTH SERVICES INCYes (1)
MERITER HEALTH SERVICES INC
202 SOUTH PARK STREETMADISONWI53715391412318SUPPORT AFFILIATES' MISSION TO IMPROVE HEALTH CAREWI501(C)(3)509(A)(3), TYPE IIIOWA HEALTH SYSTEMYes (1)
MERITER HOSPITAL INC
202 SOUTH PARK STREETMADISONWI53715390806367HOSPITALWI501(C)(3)170(B)(1) (A)(III)MERITER HEALTH SERVICES INCYes (1)
NELLIE R SHERWOOD TRUST
1026 A AVENUE NECEDAR RAPIDSIA52402426061621PAY MEDICAL BILLS OF RETIRED TEACHERS UNABLE TO PAYIA501(C)(3)509(A)(3), TYPE IST LUKE'S METHODIST HOSPITALYes (1)
NORTH CENTRAL IOWA MENTAL HEALTH CENTER INCORPORATED
720 KENYON DRIVEFORT DODGEIA50501420937390MENTAL HEALTH CAREIA501(C)(3)170(B)(1) (A)(III)TRINITY HEALTH SYSTEMS INCYes (1)
NORTHWEST IOWA HOSPITAL CORPORATION
2720 STONE PARK BLVDSIOUX CITYIA51104421019872HOSPITALIA501(C)(3)170(B)(1) (A)(III)ST LUKE'S HEALTH SYSTEM INCYes (1)
SIOUXLAND PACE INC
1200 TRI VIEW AVESIOUX CITYIA51103261120134ALL-INCLUSIVE CARE FOR THE ELDERLYIA501(C)(3)170(B)(1) (A)(III)ST LUKE'S HEALTH SYSTEM INCYes (1)
ST LUKE'S HEALTH RESOURCES
2720 STONE PARK BLVDSIOUX CITYIA51104421059182OUTPATIENT CLINICS AND HEALTHCARE SERVICESIA501(C)(3)509(A)(2)ST LUKE'S HEALTH SYSTEM INCYes (1)
ST LUKE'S HEALTH SYSTEM INC
2720 STONE PARK BLVDSIOUX CITYIA51104421294091SUPPORT AFFILIATES' MISSION TO IMPROVE HEALTH CAREIA501(C)(3)509(A)(3), TYPE IIIIOWA HEALTH SYSTEMYes (1)
ST LUKE'S HEALTHCARE
1026 A AVENUE NECEDAR RAPIDSIA52402421487968SUPPORT AFFILIATES' MISSION TO IMPROVE HEALTH CAREIA501(C)(3)509(A)(3), TYPE IIIOWA HEALTH SYSTEMYes (1)
ST LUKE'S METHODIST HOSPITAL
1026 A AVENUE NECEDAR RAPIDSIA52402420504780HOSPITALIA501(C)(3)170(B)(1) (A)(III)ST LUKE'S HEALTHCAREYes (1)
ST LUKE'SJONES REGIONAL MEDICAL CENTER
1795 HIGHWAY 64 EASTANAMOSAIA52205421487967HOSPITALIA501(C)(3)170(B)(1) (A)(III)ST LUKE'S HEALTHCAREYes (1)
STL CARE COMPANY
1026 A AVENUE NECEDAR RAPIDSIA52402421276632IMPROVE PUBLIC HEALTH SERVICESIA501(C)(3)509(A)(2)ST LUKE'S HEALTHCAREYes (1)
THE DUBUQUE VISITING NURSE ASSOCIATION
350 NORTH GRANDVIEW AVENUEDUBUQUEIA52001420680410PUBLIC HEALTH SERVICES/HOME CAREIA501(C)(3)509(A)(2)FINLEY TRI-STATES HEALTH GROUP INCYes (1)
THE FINLEY HOSPITAL
350 NORTH GRANDVIEW AVENUEDUBUQUEIA52001420680354HOSPITALIA501(C)(3)170(B)(1) (A)(III)FINLEY TRI-STATES HEALTH GROUP INCYes (1)
THE ROBERT YOUNG CENTER FOR COMMUNITY MENTAL HEALTH
2701 17TH STREETROCK ISLANDIL61201363678909MENTAL HEALTH CAREIL501(C)(3)170(B)(1) (A)(VI)TRINITY REGIONAL HEALTH SYSTEMYes (1)
TRIMARK PHYSICIANS GROUP
802 KENYON ROADFORT DODGEIA50501453791448SUPPORT SERVICES FOR MEDICAL CARE AND HEALTH SERVICESIA501(C)(3)170(B)(1) (A)(III)TRINITY HEALTH SYSTEMS INCYes (1)
TRINITY COLLEGE OF NURSING & HEALTH SCIENCES
2122 25TH AVEROCK ISLANDIL61201810994377EDUCATE AND DEVELOP HEALTHCARE PROFESSIONALSIL501(C)(3)170(B)(1) (A)(II)TRINITY MEDICAL CENTERYes (1)
TRINITY HEALTH FOUNDATION
802 KENYON ROADFORT DODGEIA50501421222381CHARITABLE FUNDRAISINGIA501(C)(3)170(B)(1) (A)(VI)TRINITY HEALTH SYSTEMS INCYes (1)
TRINITY HEALTH FOUNDATION
2701 17TH STREETROCK ISLANDIL61201363321751CHARITABLE FUNDRAISINGIL501(C)(3)170(B)(1) (A)(VI)TRINITY REGIONAL HEALTH SYSTEMYes (1)
TRINITY HEALTH SYSTEMS INC
802 KENYON ROADFORT DODGEIA50501421222877SUPPORT AFFILIATES' MISSION TO IMPROVE HEALTH CAREIA501(C)(3)509(A)(3), TYPE IIIOWA HEALTH SYSTEMYes (1)
TRINITY MEDICAL CENTER
2701 17TH STREETROCK ISLANDIL61201362739299HOSPITALIL501(C)(3)170(B)(1) (A)(III)TRINITY REGIONAL HEALTH SYSTEMYes (1)
TRINITY REGIONAL HEALTH SYSTEM
2701 17TH STREETROCK ISLANDIL61201363351952SUPPORT AFFILIATES' MISSION TO IMPROVE HEALTH CAREIL501(C)(3)509(A)(3), TYPE IIIOWA HEALTH SYSTEMYes (1)
TRINITY REGIONAL MEDICAL CENTER
802 KENYON ROADFORT DODGEIA50501421009175HOSPITALIA501(C)(3)170(B)(1) (A)(III)TRINITY HEALTH SYSTEMS INCYes (1)
UNITY HEALTHCARE
1518 MULBERRY AVENUEMUSCATINEIA52761420680337HOSPITALIA501(C)(3)170(B)(1) (A)(III)TRINITY REGIONAL HEALTH SYSTEMYes (1)
UNITY HEALTHCARE FOUNDATION
1518 MULBERRY AVENUEMUSCATINEIA52761421525031SUPPORT AFFILIATES' MISSION TO IMPROVE HEALTH CAREIA501(C)(3)170(B)(1) (A)(VI)UNITY HEALTHCAREYes (1)
UNITYPOINT AT HOME
1776 WEST LAKES PKWY 400WEST DES MOINESIA50266421477471HOME HEALTH CAREIA501(C)(3)509(A)(2)IOWA HEALTH SYSTEMYes (1)
UNITYPOINT HEALTH - MARSHALLTOWN
1825 LOGAN AVENUEWATERLOOIA50703815034179HOSPITALIA501(C)(3)170(B)(1) (A)(III)ALLEN HEALTH SYSTEMS INCYes (1)
UNITYPOINT HEALTH - MARSHALLTOWN FOUNDATION
3 SOUTH 4TH AVEMARSHALLTOWNIA50158421388518CHARITABLE FUNDRAISINGIA501(C)(3)170(B)(1) (A)(VI)ALLEN HEALTH SYSTEMS INCYes (1)
UNITYPOINT HEALTH AT WORK
1776 WEST LAKES PKWY 400WEST DES MOINESIA50266810872241EMPLOYER ONSITE MEDICAL SERVICES AND OCCUPATIONAL MEDICINEIA501(C)(3)170(B)(1) (A)(III)IOWA PHYSICIANS CLINIC MEDICAL FOUNDATIONYes (1)
WISCONSIN DIALYSIS INC
3034 FISH HATCHERY ROADMADISONWI53713300072647OUTPATIENT KIDNEY DIALYSISWI501(C)(3)509(A)(3), TYPE III0

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (15 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdDirect Controlling NADirectControllingNACdDisproportionate AllocationsDisproportionateAllocationsIndGeneral Or Managing PartnerGeneralOrManagingPartnerIndBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtPredominant Income TypePredominantIncomeTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtOwnershipOwnershipPct
ADVANCED IMAGING CENTER LLC
615 VALLEY VIEW DRIVEMOLINEIL61265364356301DIAGNOSTIC RADIOLOGY CENTERIAN/A0Yes (1)
ANKENY MEDICAL PARK SURGERY CENTER LC
3625 NORTH ANKENY BLVD STE JANKENYIA50021831281114AMBULATORY SURGERY CENTERIAN/A0Yes (1)
CENTRAL IOWA PHYSIO LLC
4714 GETTYSBURG ROADMECHANICSBURGPA17055364799633PHYSICAL THERAPY SERVICESIAN/A0Yes (1)
DUBUQUE ENDOSCOPY CENTER LC
1515 DELHI STREET SUITE 500DUBUQUEIA52001201597161AMBULATORY SURGERY CENTERIAN/A0Yes (1)
EASTERN IOWA SLEEP SUPPLY LLC
275 10TH STREET SE STE 1130-BCEDAR RAPIDSIA52403851990451MEDICAL EQUIPMENT RETAIL SALESIAN/A0Yes (1)
HEALTH CARE AFFILIATES OF THE TRI-STATES LLC
350 N GRANDVIEW AVEDUBUQUEIA52001421428503PROVIDE ACCESS TO LICENSED SOFTWAREIAN/A0Yes (1)
IOWA DIAGNOSTIC IMAGING AND PROCEDURE CENTER LC
1200 PLEASANT STREETDES MOINESIA50309030482623OUTPATIENT DIAGNOSTIC IMAGINGIAN/A0Yes (1)
IOWA HEALTH SYSTEM CONTRACTING SERVICES LC
1776 WEST LAKES PKWY 400WEST DES MOINESIA50266421511142GROUP PURCHASINGIAYes (1)Yes (1)IOWA HEALTH SYSTEMRELATED$15,790,671$1,259,7911.00000
LAKEVIEW SURGERY CENTER LC
1200 PLEASANT STREETDES MOINESIA50309421516120SURGERY CENTERIAN/A0Yes (1)
MR ASSOCIATES LLP
1956 1ST AVENUE NECEDAR RAPIDSIA52402421260463OWN AND OPERATE MR UNITIAN/A0Yes (1)
ORTHOPAEDIC OUTPATIENT SURGERY CENTER LC
1200 PLEASANT STREETDES MOINESIA50309421508092AMBULATORY SURGERY CENTERIAN/A0Yes (1)
THE OUTPATIENT SURGERY CENTER OF CEDAR RAPIDS LLC
1075 FIRST AVENUE SECEDAR RAPIDSIA52403721550812AMBULATORY SURGERY CENTER.IAN/A0Yes (1)
UNITED MEDICAL PARK ASC LLC DBA THE SURGERY CENTER AT UNITED MEDICAL PARK
1825 LOGAN AVEWATERLOOIA50703420698265AMBULATORY SURGERY CENTERIAN/A0Yes (1)
UPHT-SCA HOLDINGS LLC
569 BROOKWOOD VILLAGE SUITE 901BIRMINGHAMAL35209473564984AMBULATORY SURGERY CENTER INVESTMENTDEN/A00
WEST LAKES SLEEP CENTER LLC
5950 UNIVERSITY AVENUE SUITE 2WEST DES MOINESIA50266263193923SLEEP DISORDER DIAGNOSTIC TESTING FACILITYIAN/A0Yes (1)

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (15 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdDirect Controlling NADirectControllingNACdEntity TypeEntityTypeTxtControlled OrganizationControlledOrganizationIndBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtOwnershipOwnershipPct
ABBE MANAGEMENT CORPORATION
740 N 15TH AVE NO AHIAWATHAIA52233421361755MANAGEMENT SERVICESIAN/AC0
BROADBAND INC
1776 WEST LAKES PKWY 400WEST DES MOINESIA50266273819741INFORMATION TECHNOLOGY MGMT.IACYes (1)IOWA HEALTH SYSTEM$33,073$11,463,9521.00000
DELHI POINT CONDO ASSOCIATION
350 N GRANDVIEWDUBUQUEIA52001421467002REAL ESTATE MANAGEMENTIAN/AC0
HCP CORPORATION
202 SOUTH PARK STREETMADISONWI53715391177562REAL ESTATE RENTALWIN/AC0
HANSEN CHARITABLE REMAINDER ANNUITY TRUST
210 FOURTH AVENUEGRINNELLIA50112396770806INVESTMENTIAN/AT0
HANSEN CHARITABLE REMAINDER UNITRUST
210 FOURTH AVENUEGRINNELLIA50112396770807INVESTMENTIAN/AT0
HEALTH ADVANTAGE PLUS INC
210 4TH AVENUEGRINNELLIA50112421436490PHYSICAL THERAPYIAN/AC0
HNC SERVICES
1776 WEST LAKES PKWY 400WEST DES MOINESIA50266270987243FIBER OPTIC NETWORK SERVICESIACYes (1)IOWA HEALTH SYSTEM$336,469$2,171,0341.00000
MEDIMORE INC
1776 WEST LAKES PKWY 400WEST DES MOINESIA50266421414390MANAGED CAREIACYes (1)IOWA HEALTH SYSTEM$1,470,412$76,0481.00000
MERITER HEALTH ENTERPRISES INC
202 SOUTH PARK STREETMADISONWI53715391293620MANAGEMENT SERVICESWIN/AC0
MERITER MANAGEMENT SERVICES INC
202 SOUTH PARK STREETMADISONWI53715391458235ADMINISTRATIVE SERVICESWIN/AC0
PRECEDENCE INC
4622 PROGRESS DRIVE STE ADAVENPORTIA52807371288604MANAGED MENTAL CAREIAN/AC0
PRECEDENCE PLUS INC
4622 PROGRESS DRIVE STE ADAVENPORTIA52807364140096MANAGED MENTAL CAREIAN/AC0
STL HEALTH RESOURCES CO
1026 A AVE NECEDAR RAPIDSIA52402421193499PHYSICIAN OFFICE RENTALIAN/AC0
TRINITY HEALTH ENTERPRISES INC
2701 17TH STROCK ISLANDIL61201363320141RETAIL PHARMACYILN/AC0
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (1)PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (1)TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (16 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
ALLEN MEMORIAL HOSPITAL CORPORATION
L$32,423,061BASED ON GAAP, CASH, AND/OR FMV.
CENTRAL IOWA HOSPITAL CORPORATION
L$93,574,884BASED ON GAAP, CASH, AND/OR FMV.
GRINNELL REGIONAL MEDICAL CENTER
L$5,191,425BASED ON GAAP, CASH, AND/OR FMV.
IOWA PHYSICIANS CLINIC MEDICAL FOUNDATION
L$50,863,876BASED ON GAAP, CASH, AND/OR FMV.
MEDIMORE INC
R$1,470,412BASED ON GAAP, CASH, AND/OR FMV.
MERITER HOSPITAL INC
L$44,507,058BASED ON GAAP, CASH, AND/OR FMV.
NORTHWEST IOWA HOSPITAL CORPORATION
L$20,205,734BASED ON GAAP, CASH, AND/OR FMV.
SIOUXLAND PACE INC
L$985,000BASED ON GAAP, CASH, AND/OR FMV.
ST LUKES METHODIST HOSPITAL
L$43,837,347BASED ON GAAP, CASH, AND/OR FMV.
ST LUKESJONES REGIONAL MEDICAL CENTER
L$4,441,344BASED ON GAAP, CASH, AND/OR FMV.
THE FINLEY HOSPITAL
L$12,915,714BASED ON GAAP, CASH, AND/OR FMV.
TRINITY MEDICAL CENTER
L$50,960,186BASED ON GAAP, CASH, AND/OR FMV.
TRINITY REGIONAL MEDICAL CENTER
L$16,685,667BASED ON GAAP, CASH, AND/OR FMV.
UNITYPOINT AT HOME
L$11,378,869BASED ON GAAP, CASH, AND/OR FMV.
UNITYPOINT HEALTH MARSHALLTOWN
L$4,810,488BASED ON GAAP, CASH, AND/OR FMV.
UNITYPOINT HEALTH AT WORK
L$304,023BASED ON GAAP, CASH, AND/OR FMV.

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE R, PARTS I - IV:FormAndLineReferenceDesc
ExplanationIOWA HEALTH SYSTEM AND SUBSIDIARIES (D/B/A UNITYPOINT HEALTH) THIS ENTITY IS PART OF IOWA HEALTH SYSTEM (D/B/A UNITYPOINT HEALTH), THE NATION'S FIFTH LARGEST NON-DENOMINATIONAL HEALTH SYSTEM WITH $4.8B IN OPERATING REVENUE AND 29,000 TEAM MEMBERS. AS AN INTEGRATED HEALTH SYSTEM, UNITYPOINT HEALTH PROVIDES CARE THROUGHOUT IOWA, WESTERN ILLINOIS AND SOUTHERN WISCONSIN IN NOT-FOR-PROFIT HOSPITALS, CLINICS AND OTHER HEALTHCARE FACILITIES. UNITYPOINT HEALTH OPERATES: 17 REGIONAL HOSPITALS; OVER 375 CLINICS; 19 COMMUNITY NETWORK HOSPITALS; 12 HOME CARE AREAS OF SERVICE; FIVE AFFILIATED COMMUNITY MENTAL HEALTH CENTERS; THREE ACCREDITED UNITYPOINT HEALTH COLLEGES; AN ACCOUNTABLE CARE ORGANIZATION; AND HAS INSURANCE PRESENCE ACROSS ALL OF ITS MARKETS.ExplanationTxt

Affiliated Group Schedule AffiliatedGroupSchedule

Affiliated Schedule AffiliatedScheduleGrp (48 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINElecting OrganizationElectingOrganizationIndTotal Grassroots LobbyTotalGrassrootsLobbyAmtTotal Direct LobbyTotalDirectLobbyAmtTotal Lobby ExpenditureTotalLobbyExpenditureAmtOther Exempt Purpose ExpendOtherExemptPurposeExpendAmtTotal Exempt Purpose ExpendTotalExemptPurposeExpendAmtLobby NontxLobbyNontxAmtGrassroots NontxGrassrootsNontxAmtTotal Lobby Grssroot Mns NontxTotalLobbyGrssrootMnsNontxAmtTot Lbby Expend Mns Lobby NontxTotLbbyExpendMnsLobbyNontxAmtShare Excess Lobby ExpendShareExcessLobbyExpendAmt
IOWA HEALTH SYSTEM
1776 WEST LAKES PKWY 400WEST DES MOINESIA50266421435199Yes (X)$0$548,068$548,068$391,547,749$392,095,817$1,000,000$250,000$0$0$0
ABBE CENTER FOR COMMUNITY MENTAL HEALTH INC
740 N 15TH AVE NO AHIAWATHAIA52233421045257$0$0$0$25,199,848$25,199,848$1,000,000$250,000$0$0$0
ABBEHEALTH INC
740 N 15TH AVE NO AHIAWATHAIA52233421373123$0$0$0$577,100$577,100$111,565$27,891$0$0$0
AGING SERVICES INC
740 N 15TH AVE NO AHIAWATHAIA52233237085316$0$0$0$2,305,092$2,305,092$265,255$66,314$0$0$0
ALLEN COLLEGE
1825 LOGAN AVENUEWATERLOOIA50703421351526$0$0$0$9,979,927$9,979,927$648,996$162,249$0$0$0
ALLEN HEALTH SYSTEMS INC
1825 LOGAN AVENUEWATERLOOIA50703421201924$0$0$0$2,583,885$2,583,885$279,194$69,799$0$0$0
ALLEN MEMORIAL HOSPITAL CORPORATION
1825 LOGAN AVENUEWATERLOOIA50703420698265$0$0$0$360,274,225$360,274,225$1,000,000$250,000$0$0$0
ANAMOSA AREA AMBULANCE SERVICE
101 GRANT WOOD DRIVEANAMOSAIA52205421466284$0$0$0$1,156,751$1,156,751$190,675$47,669$0$0$0
BLACK HAWK-GRUNDY MENTAL HEALTH CENTER INC
3251 WEST NINTH STREETWATERLOOIA50702420733463$0$0$0$5,780,473$5,780,473$439,024$109,756$0$0$0
CENTER FOR ALCOHOL AND DRUG SERVICES INC
4869 FOREST GROVE DRIVEBETTENDORFIA52722421134273$0$0$0$4,390,006$4,390,006$369,500$92,375$0$0$0
CENTRAL IOWA HEALTH SYSTEM
1200 PLEASANT STREETDES MOINESIA50309421189791$0$0$0$0$0$0$0$0$0$0
CENTRAL IOWA HOSPITAL CORPORATION
1200 PLEASANT STREETDES MOINESIA50309420680452$0$0$0$1,020,179,762$1,020,179,762$1,000,000$250,000$0$0$0
EYERLY-BALL COMMUNITY MENTAL HEALTH SERVICES
945 19TH STREETDES MOINESIA50314420942273$0$0$0$11,940,873$11,940,873$747,044$186,761$0$0$0
FINLEY TRI-STATES HEALTH GROUP INC
350 NORTH GRANDVIEW AVENUEDUBUQUEIA52001421307495$0$0$0$0$0$0$0$0$0$0
GRINNELL REGIONAL MEDICAL CENTER
210 FOURTH AVENUEGRINNELLIA50112420933383$0$0$0$58,826,672$58,826,672$1,000,000$250,000$0$0$0
GRINNELL REGIONAL MEDICAL CENTER FOUNDATION
210 FOURTH AVENUEGRINNELLIA50112421454737$0$0$0$327,271$327,271$65,454$16,364$0$0$0
IOWA HEALTH FOUNDATION
1415 WOODLAND AVE SUITE E-200DES MOINESIA50309421467682$0$0$0$13,001,252$13,001,252$800,063$200,016$0$0$0
IOWA PHYSICIANS CLINIC MEDICAL FOUNDATION
1776 WEST LAKES PKWY 400WEST DES MOINESIA50266421411630$0$0$0$581,864,477$581,864,477$1,000,000$250,000$0$0$0
MEMORIAL FOUNDATION OF ALLEN HOSPITAL
1825 LOGAN AVENUEWATERLOOIA50703421201138$0$0$0$4,323,660$4,323,660$366,183$91,546$0$0$0
MERITER FOUNDATION INC
202 SOUTH PARK STREETMADISONWI53715237098688$0$0$0$1,659,100$1,659,100$232,955$58,239$0$0$0
MERITER HEALTH SERVICES INC
202 SOUTH PARK STREETMADISONWI53715391412318$0$0$0$960,745$960,745$169,112$42,278$0$0$0
MERITER HOSPITAL INC
202 SOUTH PARK STREETMADISONWI53715390806367$0$0$0$496,314,933$496,314,933$1,000,000$250,000$0$0$0
NELLIE R SHERWOOD TRUST
1026 A AVENUE NECEDAR RAPIDSIA52402426061621$0$0$0$6,719$6,719$1,344$336$0$0$0
NORTHWEST IOWA HOSPITAL CORPORATION
2720 STONE PARK BLVDSIOUX CITYIA51104421019872$0$0$0$198,788,124$198,788,124$1,000,000$250,000$0$0$0
SIOUXLAND PACE INC
313 COOK STREETSIOUX CITYIA51103261120134$0$0$0$22,997,103$22,997,103$1,000,000$250,000$0$0$0
ST LUKE'S HEALTH RESOURCES
2720 STONE PARK BLVDSIOUX CITYIA51104421059182$0$0$0$1,769,621$1,769,621$238,481$59,620$0$0$0
ST LUKE'S HEALTH SYSTEM INC
2720 STONE PARK BLVDSIOUX CITYIA51104421294091$0$0$0$1,532,136$1,532,136$226,607$56,652$0$0$0
ST LUKE'S HEALTHCARE
1026 A AVENUE NECEDAR RAPIDSIA52402421487968$0$0$0$0$0$0$0$0$0$0
ST LUKE'S METHODIST HOSPITAL
1026 A AVENUE NECEDAR RAPIDSIA52402420504780$0$0$0$444,893,365$444,893,365$1,000,000$250,000$0$0$0
ST LUKE'SJONES REGIONAL MEDICAL CENTER
1795 HIGHWAY 64 EASTANAMOSAIA52205421487967$0$0$0$42,475,572$42,475,572$1,000,000$250,000$0$0$0
STL CARE COMPANY
1026 A AVENUE NECEDAR RAPIDSIA52402421276632$0$0$0$11,778,496$11,778,496$738,925$184,731$0$0$0
THE DUBUQUE VISITING NURSE ASSOCIATION
350 NORTH GRANDVIEW AVENUEDUBUQUEIA52001420680410$0$0$0$3,470,825$3,470,825$323,541$80,885$0$0$0
THE FINLEY HOSPITAL
350 NORTH GRANDVIEW AVENUEDUBUQUEIA52001420680354$0$0$0$1,662,246$1,662,246$233,112$58,278$0$0$0
THE ROBERT YOUNG CENTER FOR COMMUNITY MENTAL HEALTH
2701 17TH STREETROCK ISLANDIL61201363678909$0$54,500$54,500$33,819,381$33,873,881$1,000,000$250,000$0$0$0
TRIMARK PHYSICIANS GROUP
802 KENYON ROADFORT DODGEIA50501453791448$0$0$0$0$0$0$0$0$0$0
TRINITY COLLEGE OF NURSING & HEALTH SCIENCES
2122 25TH AVEROCK ISLANDIL61201810994377$0$0$0$2,653,698$2,653,698$282,685$70,671$0$0$0
TRINITY HEALTH FOUNDATION
802 KENYON ROADFORT DODGEIA50501421222381$0$0$0$1,662,246$1,662,246$233,112$58,278$0$0$0
TRINITY HEALTH FOUNDATION
2701 17TH STREETROCK ISLANDIL61201363321751$0$0$0$1,072,822$1,072,822$182,282$45,571$0$0$0
TRINITY HEALTH SYSTEMS INC
802 KENYON ROADFORT DODGEIA50501421222877$0$0$0$1,306,485$1,306,485$205,649$51,412$0$0$0
TRINITY MEDICAL CENTER
2701 17TH STREETROCK ISLANDIL61201362739299$0$0$0$454,442,373$454,442,373$1,000,000$250,000$0$0$0
TRINITY REGIONAL HEALTH SYSTEM
2701 17TH STREETROCK ISLANDIL61201363351952$0$0$0$0$0$0$0$0$0$0
TRINITY REGIONAL MEDICAL CENTER
802 KENYON ROADFORT DODGEIA50501421009175$0$0$0$169,768,057$169,768,057$1,000,000$250,000$0$0$0
UNITY HEALTHCARE
1518 MULBERRY AVENUEMUSCATINEIA52761420680337$0$0$0$54,942,175$54,942,175$1,000,000$250,000$0$0$0
UNITY HEALTHCARE FOUNDATION
1518 MULBERRY AVENUEMUSCATINEIA52761421525031$0$0$0$1,000$1,000$200$50$0$0$0
UNITYPOINT AT HOME
1776 WEST LAKES PKWY 400WEST DES MOINESIA50266421477471$0$0$0$230,609,590$230,609,590$1,000,000$250,000$0$0$0
UNITYPOINT HEALTH - MARSHALLTOWN
1825 LOGAN AVENUEWATERLOOIA50703815034179$0$0$0$70,051,665$70,051,665$1,000,000$250,000$0$0$0
UNITYPOINT HEALTH - MARSHALLTOWN FOUNDATION
55 UNITYPOINT WAYMARSHALLTOWNIA50158421388518$0$0$0$569,063$569,063$110,359$27,590$0$0$0
UNITYPOINT HEALTH AT WORK
1776 WEST LAKES PKWY 400WEST DES MOINESIA50266810872241$0$0$0$13,047,153$13,047,153$802,358$200,590$0$0$0