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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule I
- Schedule J
- Schedule K
- Schedule K
- Schedule L
- Schedule O
- Schedule R
- Affiliated Group Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-14T13:26:34-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 421435199 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IOWA HEALTH SYSTEM | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | IOWA | BusinessNameControlTxt |
| Phone | 5152416161 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1776 WEST LAKES PARKWAY 400 | AddressLine1Txt |
| City | WEST DES MOINES | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50266 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL HEINRICH | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 5152416161 | PhoneNum |
| Signature | 2024-11-12 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITYPOINT HEALTH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SCOTT KIZER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1776 WEST LAKES PARKWAY 400 | AddressLine1Txt |
| City | WEST DES MOINES | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50266 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $498,226,434 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.UNITYPOINT.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1994 | FormationYr |
| Legal Domicile State | IA | LegalDomicileStateCd |
| Activity Or Mission | TO IMPROVE THE HEALTH OF THE PEOPLE AND COMMUNITIES WE SERVE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 19 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 2765 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $4,213,923 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $1,118,083 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,741,206 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,262,989 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $409,543,414 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $430,042,987 | CYProgramServiceRevenueAmt |
| PY Investment Income | $35,788,007 | PYInvestmentIncomeAmt |
| CY Investment Income | $51,621,360 | CYInvestmentIncomeAmt |
| PY Other Revenue | $22,808,165 | PYOtherRevenueAmt |
| CY Other Revenue | $12,179,150 | CYOtherRevenueAmt |
| PY Total Revenue | $469,880,792 | PYTotalRevenueAmt |
| CY Total Revenue | $495,106,486 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $79,119 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $35,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $229,725,498 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $252,651,468 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $252,966,598 | PYOtherExpensesAmt |
| CY Other Expenses | $234,754,894 | CYOtherExpensesAmt |
| PY Total Expenses | $482,771,215 | PYTotalExpensesAmt |
| CY Total Expenses | $487,441,362 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$12,890,423 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $7,665,124 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,508,678,077 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,312,724,604 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,609,204,452 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,320,033,469 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$100,526,375 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$7,308,865 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO IMPROVE THE HEALTH OF THE PEOPLE AND COMMUNITIES WE SERVE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $392,060,817 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $444,645,710 | RevenueAmt |
| Desc | AFFILIATE 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $35,000 | ExpenseAmt |
| Grant | $35,000 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | COMMUNITY 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $392,095,817 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | Yes (1) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 1442 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 2765 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | Yes (1) | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 19 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (1) | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL HEINRICH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5152413315 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1776 WEST LAKES PARKWAY SUITE 400 | AddressLine1Txt |
| City | WEST DES MOINES | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50266 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (56 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| BILL ARNOLD | ||||||||||
| BOARD MEMBER | 1.00 | 1.00 | Yes (X) | $14,500 | $0 | $0 | ||||
| BRAD BRODY | ||||||||||
| BOARD CHAIR (TO 7/23) | 1.00 | 1.00 | Yes (X) | $25,000 | $0 | $0 | Yes (X) | |||
| KYLE CHRISTIASON MD | ||||||||||
| BOARD MEMBER | 1.00 | 40.00 | Yes (X) | $0 | $384,803 | $43,125 | ||||
| GREGORY CHURCHILL | ||||||||||
| BOARD MEMBER | 1.00 | 1.00 | Yes (X) | $14,500 | $0 | $0 | ||||
| ADAEZE ENEKWECHI | ||||||||||
| BOARD MEMBER (TO 7/23) | 1.00 | 0.00 | Yes (X) | $7,250 | $0 | $0 | ||||
| ANGELA WALKER FRANKLIN PHD | ||||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $14,500 | $0 | $0 | ||||
| VIRGINIA GRAVES | ||||||||||
| BOARD MEMBER (TO 7/23) | 1.00 | 1.00 | Yes (X) | $7,250 | $600 | $0 | ||||
| SALLY GRAY RN BOARD SEC TO 723 | ||||||||||
| BOARD CHAIR (FR 7/23) | 1.00 | 1.00 | Yes (X) | $32,250 | $0 | $0 | Yes (X) | |||
| BRUCE JAMES MD | ||||||||||
| BOARD MEMBER (TO 7/23) | 1.00 | 1.00 | Yes (X) | $0 | $7,385 | $0 | ||||
| DEBRA JOHNSON | ||||||||||
| BOARD MEMBER (FR 8/23) | 1.00 | 1.00 | Yes (X) | $7,250 | $0 | $0 | ||||
| SCOTT KIZERCH LGL OFF SVP TO 723 | ||||||||||
| BD SEC/PRESIDENT/CEO (FR 7/23) | 40.00 | 0.00 | Yes (X) | $1,621,985 | $0 | $231,010 | Yes (X) | |||
| JOSE LARACUENTE BD TREAS TO 723 | ||||||||||
| BOARD MEMBER (FR 7/23) | 1.00 | 1.00 | Yes (X) | $14,500 | $135 | $0 | Yes (X) | |||
| BRADLEY MANNING | ||||||||||
| BOARD MEMBER (TO 7/23) | 1.00 | 1.00 | Yes (X) | $10,875 | $600 | $0 | ||||
| MARGARETT NOREUIL PHD | ||||||||||
| BOARD MEMBER (FR 8/23) | 1.00 | 1.00 | Yes (X) | $7,250 | $0 | $0 | ||||
| MARLON PRIEST MD | ||||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $14,500 | $0 | $0 | ||||
| MARK SCHWIEBERT | ||||||||||
| BOARD MEMBER (TO 7/23) | 1.00 | 1.00 | Yes (X) | $7,250 | $0 | $0 | ||||
| GARRY SMITH | ||||||||||
| BOARD MEMBER | 1.00 | 1.00 | Yes (X) | $14,500 | $0 | $0 | ||||
| JAMES STEVENSON | ||||||||||
| BOARD MEMBER (TO 4/23) | 1.00 | 1.00 | Yes (X) | $3,625 | $0 | $0 | ||||
| JOHN TAETS | ||||||||||
| BOARD VICE CHAIR (TO 7/23) | 1.00 | 1.00 | Yes (X) | $7,250 | $0 | $0 | Yes (X) | |||
| DENNIS TRIGGS | ||||||||||
| BOARD MEMBER (TO 4/23) | 1.00 | 1.00 | Yes (X) | $3,625 | $0 | $0 | ||||
| ANDREA WHITE MD | ||||||||||
| BOARD MEMBER | 1.00 | 40.00 | Yes (X) | $0 | $340,066 | $25,853 | ||||
| MARIE ZIEGLER BOARD MEMBER | ||||||||||
| BOARD CHAIR-ELECT (FR 7/23) | 1.00 | 1.00 | Yes (X) | $14,500 | $0 | $0 | Yes (X) | |||
| MICHAEL HEINRICH INTERIM CFO | ||||||||||
| (FR 3/23 TO 7/23), CFO (FR 7/23) | 40.00 | 1.00 | $232,877 | $391,248 | $78,425 | Yes (X) | ||||
| CLAY HOLDERMAN | ||||||||||
| PRESIDENT/CEO (TO 10/23) | 40.00 | 0.00 | $4,576,846 | $0 | $349,926 | Yes (X) | ||||
| PETER D WATSON CHIEF | ||||||||||
| FINANCIAL OFFICER SVP (TO 4/23) | 40.00 | 0.00 | $1,770,306 | $0 | $36,323 | Yes (X) | ||||
| JAMES ARNETT | ||||||||||
| PRESIDENT/CEO-WI | 1.00 | 40.00 | $0 | $742,672 | $96,577 | Yes (X) | ||||
| DANDRE CARPENTER DNP RN | ||||||||||
| CHIEF NURSING OFFICER (TO 8/23) | 40.00 | 0.00 | $1,298,431 | $0 | $109,776 | Yes (X) | ||||
| DANIEL CARPENTER | ||||||||||
| CHIEF STRATEGY OFFICER SVP | 40.00 | 0.00 | $1,122,705 | $0 | $169,240 | Yes (X) | ||||
| PAMELA DELAGARDELLE PRESCEO-WAT | ||||||||||
| (TO 8/23), SVP COO-WEST (FR 7/23) | 20.00 | 20.00 | $478,658 | $502,003 | $102,337 | Yes (X) | ||||
| MARCEL DEVETTEN MD | ||||||||||
| CHIEF QUALITY OFFICER | 40.00 | 0.00 | $1,029,193 | $0 | $37,829 | Yes (X) | ||||
| ANDREA EKLUND | ||||||||||
| CHIEF COMPLIANCE OFFICER (TO 10/23) | 40.00 | 0.00 | $655,650 | $0 | $46,251 | Yes (X) | ||||
| SUSAN ERICKSON | ||||||||||
| COO SVP | 40.00 | 0.00 | $1,825,397 | $0 | $144,038 | Yes (X) | ||||
| ROBERT ERICKSON | ||||||||||
| PRESIDENT/CEO-QC (TO 8/23) | 1.00 | 40.00 | $0 | $1,395,743 | $46,747 | Yes (X) | ||||
| AARON GILLINGHAM CHIEF HUMAN | ||||||||||
| RESOURCES OFFICER SVP (TO 7/23) | 40.00 | 0.00 | $1,271,078 | $0 | $44,129 | Yes (X) | ||||
| LEAH GLASGO PRESIDENTCEO-FD | ||||||||||
| INTERIM PRES/CEO-SC (TO 10/23) | 1.00 | 40.00 | $0 | $886,332 | $94,671 | Yes (X) | ||||
| KEITH KNEPP MD | ||||||||||
| PRESIDENT/CEO-PM (TO 4/23) | 1.00 | 40.00 | $0 | $857,805 | $19,379 | Yes (X) | ||||
| MALLARY MCKINNEY VP CHIEF BRAND | ||||||||||
| MARKETING & COMMUNICATIONS OFFICER | 40.00 | 0.00 | $562,955 | $0 | $66,255 | Yes (X) | ||||
| JESSICA MEISNER VP SYSTEM HR CONSUL | ||||||||||
| (TO 11/23), SVP CAO (FR 11/23) | 40.00 | 0.00 | $531,575 | $0 | $44,331 | Yes (X) | ||||
| PATRICIA NEWLAND MD | ||||||||||
| PRES/CEO-IPCMF | 1.00 | 40.00 | $0 | $862,508 | $104,680 | Yes (X) | ||||
| MICHELLE NIERMANN PRESCEO-CR | ||||||||||
| (TO 8/23), SVP COO-EAST (FR 8/23) | 20.00 | 20.00 | $479,680 | $508,440 | $119,328 | Yes (X) | ||||
| JENNIFER OFELT INT PRESCCO-HOME | ||||||||||
| (TO 7/23) PRES/CCO-HOME (FR 7/23) | 1.00 | 40.00 | $0 | $442,170 | $48,427 | Yes (X) | ||||
| LAURA SMITH CIO SVP TO 1123 VP C | ||||||||||
| TECH TRANSFORMATION OFF (FR 11/23) | 40.00 | 0.00 | $932,230 | $0 | $114,046 | Yes (X) | ||||
| DAVID STARK PRESCEO-DSM CHIEF GOV | ||||||||||
| AFFAIRS & PHILANTHROPY OFF (FR 7/23) | 20.00 | 20.00 | $498,861 | $542,862 | $91,854 | Yes (X) | ||||
| DAVID WILLIAMS MD CHIEF | ||||||||||
| CLINICAL OFFICER SVP (TO 11/23) | 40.00 | 0.00 | $1,720,752 | $0 | $137,030 | Yes (X) | ||||
| CHAD WOLBERS | ||||||||||
| PRES/CEO-DUB (TO 9/23) | 1.00 | 40.00 | $0 | $975,976 | $37,786 | Yes (X) | ||||
| MARK JOHNSON | ||||||||||
| VP CONSOLIDATED SERVICES | 40.00 | 0.00 | $467,698 | $0 | $94,967 | Yes (X) | ||||
| DEBRA KING | ||||||||||
| DEPUTY GENERAL COUNSEL | 40.00 | 0.00 | $415,132 | $0 | $69,259 | Yes (X) | ||||
| WENDY MORTIMORE MD | ||||||||||
| CHIEF MEDICAL INF OFFICER | 40.00 | 0.00 | $492,078 | $0 | $31,967 | Yes (X) | ||||
| DENNIS SHIRLEY | ||||||||||
| VP REVENUE CYCLE | 40.00 | 0.00 | $411,425 | $0 | $40,719 | Yes (X) | ||||
| MATTHEW WARRENS | ||||||||||
| MANAGING DIRECTOR INNOVATION CENTER | 40.00 | 0.00 | $455,121 | $0 | $38,264 | Yes (X) | ||||
| SUSAN THOMPSON FRMR INTERIM | ||||||||||
| PRESIDENT/CEO (TO 02/21) | 0.00 | 0.00 | $278,145 | $0 | $0 | Yes (X) | ||||
| ART NIZZA | ||||||||||
| FRMR EVP/COO (TO 02/21) | 0.00 | 0.00 | $156,611 | $0 | $0 | Yes (X) | ||||
| RICHARD SEIDLER | ||||||||||
| FRMR PRESIDENT/CEO-QC (TO 05/19) | 0.00 | 0.00 | $0 | $369,890 | $0 | Yes (X) | ||||
| JOHN SHEEHAN FRMR CHIEF | ||||||||||
| OPERATING OFFICER SVP (TO 7/22) | 0.00 | 0.00 | $489,785 | $0 | $4,437 | Yes (X) | ||||
| LORENZO SUTER | ||||||||||
| FRMR PRES/CEO-SC (TO 7/22) | 0.00 | 0.00 | $0 | $268,869 | $13,491 | Yes (X) | ||||
| THEODORE TOWNSEND FRMR PRESCEO-CR | ||||||||||
| FRMR INT PRES/CEO-DUB (TO 12/18) | 0.00 | 0.00 | $0 | $462,474 | $0 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $23,995,549 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $9,942,581 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $2,732,477 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 378 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| H&R ACCOUNTS INC | |||||
| 5320 22ND AVE | MOLINE | IL | 61265 | COLLECTION SERVICES | $7,948,900 |
| APPRISE MD LLC | |||||
| 707 SKOKIE BLVD STE 600 | NORTHBROOK | IL | 60062 | PROVIDER CONSULTING | $5,165,647 |
| DELOITTE CONSULTING LLP | |||||
| 1700 MARKET ST | PHILADELPHIA | PA | 19103 | CONSULTING SERVICES | $4,439,624 |
| ALVAREZ & MARSAL HOLDINGS LLC | |||||
| 600 MADISON AVE 8TH FL | NEW YORK | NY | 10022 | CONSULTING SERVICES | $3,937,146 |
| TRILIX MARKETING GROUP INC | |||||
| 615 3RD ST SUITE 300 | DES MOINES | IA | 50309 | MARKETING SERVICES | $3,417,978 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 148 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $1,233,368 | GovernmentGrantsAmt |
| All Other Contributions | $29,621 | AllOtherContributionsAmt |
| Total Contributions | $1,262,989 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| MGMT & SUPPORT SVCS | 561000 | $435,599,256 | $435,006,062 | $593,194 |
| RENTAL INCOME | 531120 | $178,384 | $178,384 | |
| SUBS & JOINT VENTURES | 900099 | -$5,734,653 | -$5,734,653 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $430,042,987 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $54,167,863 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $2,423,573 | UnrelatedBusinessRevenueAmt |
| Exclusion | $51,744,290 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $541,444 | SecuritiesAmt |
| Other | $32,001 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,105,621 | SecuritiesAmt |
| Other | $14,327 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$2,564,177 | SecuritiesAmt |
| Other | $17,674 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$2,546,503 | TotalRevenueColumnAmt |
| Exclusion | -$2,546,503 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| MISCELLANEOUS | 900099 | $16,390,749 | $15,193,593 | $1,197,156 |
| SHARED SAVINGS REVENUE | 900099 | -$4,211,599 | -$4,211,599 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $12,179,150 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $495,106,486 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $440,431,787 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $4,213,923 | UnrelatedBusinessRevenueAmt |
| Exclusion | $49,197,787 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,000 | TotalAmt |
| Program Services | $35,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,390,808 | TotalAmt |
| Management And General | $22,390,808 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,113,636 | TotalAmt |
| Management And General | $1,113,636 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $166,767,367 | TotalAmt |
| Program Services | $166,767,367 | ProgramServicesAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,420,333 | TotalAmt |
| Program Services | $7,420,333 | ProgramServicesAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,633,544 | TotalAmt |
| Program Services | $39,633,544 | ProgramServicesAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,325,780 | TotalAmt |
| Program Services | $15,325,780 | ProgramServicesAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$21,219 | TotalAmt |
| Program Services | -$21,219 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,315,226 | TotalAmt |
| Program Services | $1,662,689 | ProgramServicesAmt |
| Management And General | $9,652,537 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,074,236 | TotalAmt |
| Program Services | $130,138 | ProgramServicesAmt |
| Management And General | $944,098 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $548,068 | TotalAmt |
| Management And General | $548,068 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $578,005 | TotalAmt |
| Program Services | $148,608 | ProgramServicesAmt |
| Management And General | $429,397 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $133,281,632 | TotalAmt |
| Program Services | $80,436,512 | ProgramServicesAmt |
| Management And General | $52,845,120 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,764,946 | TotalAmt |
| Management And General | $3,764,946 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $732,708 | TotalAmt |
| Program Services | $119,979 | ProgramServicesAmt |
| Management And General | $612,729 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,551,952 | TotalAmt |
| Program Services | $9,411,350 | ProgramServicesAmt |
| Management And General | $140,602 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,140,804 | TotalAmt |
| Program Services | $221,681 | ProgramServicesAmt |
| Management And General | $919,123 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $269,669 | TotalAmt |
| Program Services | $73,873 | ProgramServicesAmt |
| Management And General | $195,796 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,154,826 | TotalAmt |
| Program Services | $42,154,826 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,085,250 | TotalAmt |
| Program Services | $27,681,294 | ProgramServicesAmt |
| Management And General | $1,403,956 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,031,134 | TotalAmt |
| Program Services | $1,030,795 | ProgramServicesAmt |
| Management And General | $339 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $487,441,362 | TotalAmt |
| Program Services | $392,095,817 | ProgramServicesAmt |
| Management And General | $95,345,545 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $152,763,225 | BOYAmt |
| EOY | $127,592,305 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $140,959,612 | BOYAmt |
| EOY | $150,856,346 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $910,377,299 | BOYAmt |
| EOY | $785,370,021 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,372,342 | BOYAmt |
| EOY | $41,284,786 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $704,323,222 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $625,243,378 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $73,288,780 | BOYAmt |
| EOY | $79,079,844 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $165,793,139 | BOYAmt |
| EOY | $106,016,991 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,411,853 | BOYAmt |
| EOY | $13,327,200 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,500 | BOYAmt |
| EOY | $34,500 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,677,327 | BOYAmt |
| EOY | $9,162,611 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,508,678,077 | BOYAmt |
| EOY | $1,312,724,604 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $103,356,657 | BOYAmt |
| EOY | $118,786,593 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,072,125 | BOYAmt |
| EOY | $2,203,278 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,088,258,616 | BOYAmt |
| EOY | $957,387,853 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $207,485,398 | BOYAmt |
| EOY | $85,277,050 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $77,149,682 | BOYAmt |
| EOY | $40,356,398 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $125,881,974 | BOYAmt |
| EOY | $116,022,297 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,609,204,452 | BOYAmt |
| EOY | $1,320,033,469 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$100,574,515 | BOYAmt |
| EOY | -$7,386,626 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,140 | BOYAmt |
| EOY | $77,761 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$100,526,375 | BOYAmt |
| EOY | -$7,308,865 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,508,678,077 | BOYAmt |
| EOY | $1,312,724,604 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $7,665,124 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $9,561,270 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $75,991,116 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type3 Func Int | Yes (X) | SupportingOrgType3FuncIntInd |
| Supported Organizations | 35 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp (35 entries)
| EINEIN | Organization TypeOrganizationTypeCd | Governing Document ListedGoverningDocumentListedInd | SupportSupportAmt | Other SupportOtherSupportAmt |
|---|---|---|---|---|
| ABBE CENTER FOR COMMUNITY MENTAL HEALTH INC | ||||
| 421045257 | 10 | Yes (1) | $0 | $0 |
| AGING SERVICES INC | ||||
| 237085316 | 7 | Yes (1) | $0 | $0 |
| ALLEN COLLEGE | ||||
| 421351526 | 2 | Yes (1) | $0 | $0 |
| ALLEN MEMORIAL HOSPITAL CORPORATION | ||||
| 420698265 | 3 | Yes (1) | $32,423,061 | $0 |
| BLACK HAWK-GRUNDY MENTAL HEALTH CENTER INC | ||||
| 420733463 | 7 | Yes (1) | $0 | $0 |
| CENTER FOR ALCOHOL AND DRUG SERVICES INC | ||||
| 421134273 | 7 | Yes (1) | $0 | $0 |
| CENTRAL IOWA HOSPITAL CORPORATION | ||||
| 420680452 | 3 | Yes (1) | $93,574,884 | $0 |
| EYERLY-BALL COMMUNITY MENTAL HEALTH SERVICES | ||||
| 420942273 | 10 | Yes (1) | $0 | $0 |
| GRINNELL REGIONAL MEDICAL CENTER | ||||
| 420933383 | 3 | Yes (1) | $5,191,425 | $0 |
| IOWA HEALTH FOUNDATION | ||||
| 421467682 | 7 | Yes (1) | $0 | $0 |
| IOWA PHYSICIANS CLINIC MEDICAL FOUNDATION | ||||
| 421411630 | 3 | Yes (1) | $50,863,876 | $0 |
| MEMORIAL FOUNDATION OF ALLEN HOSPITAL | ||||
| 421201138 | 7 | Yes (1) | $0 | $0 |
| MERITER FOUNDATION INC | ||||
| 237098688 | 7 | Yes (1) | $0 | $0 |
| MERITER HOSPITAL INC | ||||
| 390806367 | 3 | Yes (1) | $44,507,058 | $0 |
| NORTH CENTRAL IOWA MENTAL HEALTH CENTER INCORPORATED | ||||
| 420937390 | 3 | Yes (1) | $0 | $0 |
| NORTHWEST IOWA HOSPITAL CORPORATION | ||||
| 421019872 | 3 | Yes (1) | $20,205,734 | $0 |
| SIOUXLAND PACE INC | ||||
| 261120134 | 3 | Yes (1) | $985,000 | $0 |
| ST LUKES HEALTH RESOURCES | ||||
| 421059182 | 10 | Yes (1) | $0 | $0 |
| ST LUKESJONES REGIONAL MEDICAL CENTER | ||||
| 421487967 | 3 | Yes (1) | $4,441,344 | $0 |
| ST LUKES METHODIST HOSPITAL | ||||
| 420504780 | 3 | Yes (1) | $43,837,347 | $0 |
| STL CARE COMPANY | ||||
| 421276632 | 10 | Yes (1) | $0 | $0 |
| THE DUBUQUE VISITING NURSE ASSOCIATION | ||||
| 420680410 | 10 | Yes (1) | $0 | $0 |
| THE FINLEY HOSPITAL | ||||
| 420680354 | 3 | Yes (1) | $12,915,714 | $0 |
| THE ROBERT YOUNG CENTER FOR COMMUNITY MENTAL HEALTH | ||||
| 363678909 | 7 | Yes (1) | $0 | $0 |
| TRIMARK PHYSICIANS GROUP | ||||
| 453791448 | 3 | Yes (1) | $0 | $0 |
| TRINITY COLLEGE OF NURSING & HEALTH SCIENCES | ||||
| 810994377 | 2 | Yes (1) | $0 | $0 |
| TRINITY HEALTH FOUNDATION (FORT DODGE) | ||||
| 421222381 | 7 | Yes (1) | $0 | $0 |
| TRINITY HEALTH FOUNDATION (QUAD CITIES) | ||||
| 363321751 | 7 | Yes (1) | $0 | $0 |
| TRINITY MEDICAL CENTER | ||||
| 362739299 | 3 | Yes (1) | $50,960,186 | $0 |
| TRINITY REGIONAL MEDICAL CENTER | ||||
| 421009175 | 3 | Yes (1) | $16,685,667 | $0 |
| UNITY HEALTHCARE | ||||
| 420680337 | 3 | Yes (1) | $0 | $0 |
| UNITYPOINT AT HOME | ||||
| 421477471 | 10 | Yes (1) | $11,378,869 | $0 |
| UNITYPOINT HEALTH MARSHALLTOWN | ||||
| 815034179 | 3 | Yes (1) | $4,810,488 | $0 |
| UNITYPOINT HEALTH MARSHALLTOWN FOUNDATION | ||||
| 421388518 | 7 | Yes (1) | $0 | $0 |
| UNITYPOINT HEALTH AT WORK | ||||
| 810872241 | 3 | Yes (1) | $304,023 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 35 | SupportedOrganizationsTotalCnt |
| Support Sum | $393,084,676 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (1) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | 0 | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | 0 | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | Yes (1) | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | Yes (1) | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
Form990 Sch A Type3 Sprt Org All Form990SchAType3SprtOrgAllGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timely Provided Documents | Yes (1) | TimelyProvidedDocumentsInd |
| Officers Close Relationship | Yes (1) | OfficersCloseRelationshipInd |
| Supported Org Voice Investment | Yes (1) | SupportedOrgVoiceInvestmentInd |
Form990 Sch A Type3 Func Int Form990SchAType3FuncIntGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Parent Supported Org | Yes (X) | ParentSupportedOrgInd |
| Appoint Elect Majority Officer | Yes (1) | AppointElectMajorityOfficerInd |
| Exercise Direction Policies | Yes (1) | ExerciseDirectionPoliciesInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SECTION A, LINE 5A | THE 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Belongs Afflt Grp | Yes (X) | OrganizationBelongsAffltGrpInd |
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $548,068 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $602,568 | AffiliatedGroupTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $548,068 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $602,568 | AffiliatedGroupTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $391,547,749 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $4,756,513,716 | AffiliatedGroupTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $392,095,817 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $4,757,116,284 | AffiliatedGroupTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $1,000,000 | AffiliatedGroupTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $250,000 | AffiliatedGroupTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $791,108 | CurrentYearMinus3Amt |
| Current Year Minus2 | $594,939 | CurrentYearMinus2Amt |
| Current Year Minus1 | $596,971 | CurrentYearMinus1Amt |
| Current Year | $602,568 | CurrentYearAmt |
| Total | $2,585,586 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $48,139 | BeginningYearBalanceAmt |
| Contributions | $1,425,340 | ContributionsAmt |
| Investment Earnings Or Losses | $11,059 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,406,778 | GrantsOrScholarshipsAmt |
| End Year Balance | $77,760 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $48,139 | BeginningYearBalanceAmt |
| End Year Balance | $48,139 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $48,139 | BeginningYearBalanceAmt |
| End Year Balance | $48,139 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $48,139 | BeginningYearBalanceAmt |
| End Year Balance | $48,139 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $48,139 | BeginningYearBalanceAmt |
| End Year Balance | $48,139 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.00000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 1.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,814,106 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,438,479 | DepreciationAmt |
| Book Value | $4,375,627 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $23,137,378 | OtherCostOrOtherBasisAmt |
| Depreciation | $12,415,154 | DepreciationAmt |
| Book Value | $10,722,224 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $670,852,992 | OtherCostOrOtherBasisAmt |
| Depreciation | $611,389,745 | DepreciationAmt |
| Book Value | $59,463,247 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,518,746 | OtherCostOrOtherBasisAmt |
| Book Value | $4,518,746 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $79,079,844 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)
| DescDesc | AmtAmt |
|---|---|
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $116,022,297 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $488,101,000 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $8,231,394 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $581 | OtherRevenueAmt |
| Revenue Not Reported | $8,231,975 | RevenueNotReportedAmt |
| Revenue Subtotal | $479,869,025 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $434,679 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $14,802,782 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $15,237,461 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $495,106,486 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $487,007,000 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $317 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $317 | ExpensesNotReportedAmt |
| Expenses Subtotal | $487,006,683 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $434,679 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $434,679 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $487,441,362 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| IOWA HEALTH FOUNDATION DBA UNITYPOINT HEALTH FOUNDATION | ||||||||
| 1415 WOODLAND AVE | DES MOINES | IA | 50309 | 421467682 | 501(C)(3) | $10,000 | $0 | PROGRAM SUPPORT |
| METHODIST MEDICAL CENTER FOUNDATION DBA CENTRAL ILLINOIS FOUNDATION | ||||||||
| 120 NORTHEAST GLEN OAK AVE | PEORIA | IL | 61603 | 510186460 | 501(C)(3) | $10,000 | $0 | PROGRAM SUPPORT |
| ONE IOWA | ||||||||
| PO BOX 1419 | DES MOINES | IA | 50305 | 721613927 | 501(C)(3) | $7,500 | $0 | PROGRAM SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 4 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (37 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp 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 ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | TRAVEL: 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-B | SEVERANCE 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 ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| IOWA FINANCE AUTHORITY | ||||||||
| A | 521699886 | 462466ET6 | 2013-10-03 | $79,120,000 | SEE PART VI | 0 | 0 | 0 |
| IOWA FINANCE AUTHORITY | ||||||||
| B | 521699886 | 97670FBE0 | 2014-05-21 | $259,106,530 | SEE PART VI | Yes (1) | 0 | 0 |
| WISC HEALTH & EDUCATIONAL FACILITIES | ||||||||
| C | 391337855 | 2022-08-09 | $4,650,000 | SEE PART VI | 0 | 0 | 0 | |
| WISC HEALTH & EDUCATIONAL FACILITIES | ||||||||
| D | 391337855 | 2022-08-09 | $16,170,000 | SEE PART VI | 0 | 0 | 0 | |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Bond DefeasedBondDefeasedAmt | Capital ExpendituresCapitalExpendituresAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $10,395,000 | $79,120,000 | $28,620,000 | $500,000 | $50,000,000 | 2014 | Yes (1) | 0 | Yes (1) | Yes (1) | ||
| B | $43,095,000 | $243,525,000 | $71,310,750 | $2,593,568 | 2015 | Yes (1) | 0 | Yes (1) | Yes (1) | $85,000,000 | $185,202,212 | |
| C | $3,100,000 | $4,650,000 | $4,650,000 | 2012 | Yes (1) | 0 | Yes (1) | Yes (1) | ||||
| D | $1,820,000 | $16,170,000 | $16,170,000 | 2014 | Yes (1) | 0 | Yes (1) | Yes (1) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | Yes (1) | 0 | 0 | 0.01970 | 0.00000 | 0.01970 | 0 | 0 | Yes (1) |
| B | 0 | Yes (1) | 0 | 0 | 0.00100 | 0.00000 | 0.00100 | 0 | 0 | Yes (1) |
| C | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
| D | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| C | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| D | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
| D | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| IOWA FINANCE AUTHORITY | ||||||||
| A | 521699886 | 462466FZ1 | 2016-06-07 | $197,934,258 | SEE PART VI | 0 | 0 | 0 |
| IOWA FINANCE AUTHORITY | ||||||||
| B | 521699886 | 46246K5C2 | 2018-11-20 | $79,730,031 | SEE PART VI | 0 | 0 | 0 |
| IOWA FINANCE AUTHORITY | ||||||||
| C | 521699886 | 46246K5D0 | 2018-11-20 | $229,660,000 | SEE PART VI | 0 | 0 | 0 |
| IOWA FINANCE AUTHORITY | ||||||||
| D | 521699886 | 46247SFB5 | 2023-11-15 | $63,680,000 | SEE PART VI | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|
| A | $29,270,000 | $197,934,258 | $160,264,194 | $1,670,064 | $36,000,000 | 2017 | 0 | Yes (1) | Yes (1) | Yes (1) |
| B | $25,600,000 | $79,730,031 | $57,229,162 | $713,301 | $21,787,568 | 2018 | Yes (1) | 0 | Yes (1) | Yes (1) |
| C | $66,440,000 | $229,660,000 | $228,175,000 | $1,485,000 | 2018 | Yes (1) | 0 | Yes (1) | Yes (1) | |
| D | $63,680,000 | $63,680,000 | 2018 | Yes (1) | 0 | Yes (1) | Yes (1) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd | Private Bus Concerning UBIPrivateBusConcerningUBIPct |
|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | Yes (1) | 0 | 0 | 0.00330 | 0.00330 | 0 | 0 | Yes (1) | |
| B | 0 | 0 | 0 | 0 | 0.00010 | 0.00010 | 0 | 0 | Yes (1) | 0.00000 |
| C | 0 | Yes (1) | 0 | 0 | 0.00750 | 0.00750 | 0 | 0 | Yes (1) | 0.00000 |
| D | 0 | 0 | 0 | 0 | 0.00020 | 0.00020 | 0 | 0 | Yes (1) | 0.00000 |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | Yes (1) | 0 | Yes (1) | 0 | 0 | 0 | Yes (1) |
| C | 0 | 0 | Yes (1) | 0 | Yes (1) | 0 | 0 | 0 | Yes (1) |
| D | 0 | 0 | Yes (1) | 0 | Yes (1) | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
| D | Yes (1) |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHAD BAEDKE | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | FAMILY MEMBER OF FORMER KEY EMPLOYEE SUSAN THOMPSON | RelationshipDescriptionTxt |
| Transaction | $150,760 | TransactionAmt |
| Transaction | EMPLOYMENT | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART V, LINES 1A & 1B | CASH 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 4 | IOWA 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 11B | THE 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 12C | THE 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 15 | THE 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 19 | THE 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 11G | COLLECTION 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/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| BHC LC | |||||||||
| 1776 WEST LAKES PKWY 400 | WEST DES MOINES | IA | 50266 | 273820391 | INFORMATION TECHNOLOGY MGMT. | IA | $0 | $1,000 | IOWA HEALTH SYSTEM |
| IOWA HEALTH ACCOUNTABLE CARE LC | |||||||||
| 1776 WEST LAKES PKWY 400 | WEST DES MOINES | IA | 50266 | 454550692 | ACCOUNTABLE CARE | IA | $6,408,503 | $76,544,225 | IOWA HEALTH SYSTEM |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (52 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| ABBE CENTER FOR COMMUNITY MENTAL HEALTH INC | ||||||||||
| 740 N 15TH AVE NO A | HIAWATHA | IA | 52233 | 421045257 | MENTAL HEALTH CARE | IA | 501(C)(3) | 509(A)(2) | ABBEHEALTH INC | Yes (1) |
| ABBEHEALTH INC | ||||||||||
| 740 N 15TH AVE NO A | HIAWATHA | IA | 52233 | 421373123 | SUPPORT AFFILIATES' MISSION TO IMPROVE HEALTH CARE | IA | 501(C)(3) | 509(A)(3), TYPE III | ST LUKE'S HEALTHCARE | Yes (1) |
| AGING SERVICES INC | ||||||||||
| 740 N 15TH AVE NO A | HIAWATHA | IA | 52233 | 237085316 | SENIOR SERVICES | IA | 501(C)(3) | 170(B)(1) (A)(VI) | ABBEHEALTH INC | Yes (1) |
| ALLEN COLLEGE | ||||||||||
| 1825 LOGAN AVENUE | WATERLOO | IA | 50703 | 421351526 | EDUCATE AND DEVELOP HEALTHCARE PROFESSIONALS | IA | 501(C)(3) | 170(B)(1) (A)(II) | ALLEN HEALTH SYSTEMS INC | Yes (1) |
| ALLEN HEALTH SYSTEMS INC | ||||||||||
| 1825 LOGAN AVENUE | WATERLOO | IA | 50703 | 421201924 | SUPPORT AFFILIATES' MISSION TO IMPROVE HEALTH CARE | IA | 501(C)(3) | 509(A)(3), TYPE II | IOWA HEALTH SYSTEM | Yes (1) |
| ALLEN MEMORIAL HOSPITAL CORPORATION | ||||||||||
| 1825 LOGAN AVENUE | WATERLOO | IA | 50703 | 420698265 | HOSPITAL | IA | 501(C)(3) | 170(B)(1) (A)(III) | ALLEN HEALTH SYSTEMS INC | Yes (1) |
| ANAMOSA AREA AMBULANCE SERVICE | ||||||||||
| 101 GRANT WOOD DRIVE | ANAMOSA | IA | 52205 | 421466284 | PROVIDE AMBULANCE SERVICES | IA | 501(C)(3) | 509(A)(2) | ST LUKE'SJONES REGIONAL MEDICAL CENTER | Yes (1) |
| BLACK HAWK-GRUNDY MENTAL HEALTH CENTER INC | ||||||||||
| 3251 WEST NINTH STREET | WATERLOO | IA | 50702 | 420733463 | MENTAL HEALTH CARE | IA | 501(C)(3) | 170(B)(1) (A)(VI) | ALLEN HEALTH SYSTEMS INC | Yes (1) |
| CENTER FOR ALCOHOL AND DRUG SERVICES INC | ||||||||||
| 4869 FOREST GROVE DRIVE | BETTENDORF | IA | 52722 | 421134273 | SUBSTANCE ABUSE SERVICES | IA | 501(C)(3) | 170(B)(1) (A)(VI) | THE ROBERT YOUNG CENTER FOR COMMUNITY MENTAL HEALTH | Yes (1) |
| CENTRAL IOWA HEALTH PROPERTIES CORPORATION | ||||||||||
| 1200 PLEASANT STREET | DES MOINES | IA | 50309 | 421233759 | PROPERTY HOLDING COMPANY | IA | 501(C)(2) | CENTRAL IOWA HEALTH SYSTEM | Yes (1) | |
| CENTRAL IOWA HEALTH SYSTEM | ||||||||||
| 1200 PLEASANT STREET | DES MOINES | IA | 50309 | 421189791 | SUPPORT AFFILIATES' MISSION TO IMPROVE HEALTH CARE | IA | 501(C)(3) | 509(A)(3), TYPE II | IOWA HEALTH SYSTEM | Yes (1) |
| CENTRAL IOWA HOSPITAL CORPORATION | ||||||||||
| 1200 PLEASANT STREET | DES MOINES | IA | 50309 | 420680452 | HOSPITAL | IA | 501(C)(3) | 170(B)(1) (A)(III) | CENTRAL IOWA HEALTH SYSTEM | Yes (1) |
| DES MOINES AREA MEDICAL EDUCATION CONSORTIUM INC | ||||||||||
| 1415 WOODLAND AVE SUITE 130 | DES MOINES | IA | 50309 | 421412497 | COORDINATION OF MEDICAL EDUCATION PROGRAMS | IA | 501(C)(3) | 509(A)(3), TYPE III | 0 | |
| EYERLY-BALL COMMUNITY MENTAL HEALTH SERVICES | ||||||||||
| 945 19TH STREET | DES MOINES | IA | 50314 | 420942273 | MENTAL HEALTH CARE | IA | 501(C)(3) | 509(A)(2) | CENTRAL IOWA HEALTH SYSTEM | Yes (1) |
| FINLEY TRI-STATES HEALTH GROUP INC | ||||||||||
| 350 NORTH GRANDVIEW AVENUE | DUBUQUE | IA | 52001 | 421307495 | SUPPORT AFFILIATES' MISSION TO IMPROVE HEALTH CARE | IA | 501(C)(3) | 509(A)(3), TYPE II | IOWA HEALTH SYSTEM | Yes (1) |
| GRINNELL REGIONAL MEDICAL CENTER | ||||||||||
| 210 FOURTH AVENUE | GRINNELL | IA | 50112 | 420933383 | HOSPITAL | IA | 501(C)(3) | 170(B)(1) (A)(III) | CENTRAL IOWA HEALTH SYSTEM | Yes (1) |
| GRINNELL REGIONAL MEDICAL CENTER FOUNDATION | ||||||||||
| 210 FOURTH AVENUE | GRINNELL | IA | 50112 | 421454737 | CHARITABLE FUNDRAISING | IA | 501(C)(3) | 170(B)(1) (A)(VI) | GRINNELL REGIONAL MEDICAL CENTER | Yes (1) |
| IOWA HEALTH FOUNDATION | ||||||||||
| 1415 WOODLAND AVE SUITE E-200 | DES MOINES | IA | 50309 | 421467682 | CHARITABLE FUNDRAISING | IA | 501(C)(3) | 170(B)(1) (A)(VI) | CENTRAL IOWA HEALTH SYSTEM | Yes (1) |
| IOWA HEALTH SYSTEM | ||||||||||
| 1776 WEST LAKES PKWY 400 | WEST DES MOINES | IA | 50266 | 421435199 | SUPPORT AFFILIATES' MISSION TO IMPROVE HEALTH CARE | IA | 501(C)(3) | 509(A)(3), TYPE III | Yes (1) | |
| IOWA PHYSICIANS CLINIC MEDICAL FOUNDATION | ||||||||||
| 1776 WEST LAKES PKWY 400 | WEST DES MOINES | IA | 50266 | 421411630 | PRIMARY HEALTH CARE SERVICES | IA | 501(C)(3) | 170(B)(1) (A)(III) | IOWA HEALTH SYSTEM | Yes (1) |
| MEMORIAL FOUNDATION OF ALLEN HOSPITAL | ||||||||||
| 1825 LOGAN AVENUE | WATERLOO | IA | 50703 | 421201138 | CHARITABLE FUNDRAISING | IA | 501(C)(3) | 170(B)(1) (A)(VI) | ALLEN HEALTH SYSTEMS INC | Yes (1) |
| MERITER FOUNDATION INC | ||||||||||
| 202 SOUTH PARK STREET | MADISON | WI | 53715 | 237098688 | CHARITABLE FUNDRAISING | WI | 501(C)(3) | 170(B)(1) (A)(VI) | MERITER HEALTH SERVICES INC | Yes (1) |
| MERITER HEALTH SERVICES INC | ||||||||||
| 202 SOUTH PARK STREET | MADISON | WI | 53715 | 391412318 | SUPPORT AFFILIATES' MISSION TO IMPROVE HEALTH CARE | WI | 501(C)(3) | 509(A)(3), TYPE II | IOWA HEALTH SYSTEM | Yes (1) |
| MERITER HOSPITAL INC | ||||||||||
| 202 SOUTH PARK STREET | MADISON | WI | 53715 | 390806367 | HOSPITAL | WI | 501(C)(3) | 170(B)(1) (A)(III) | MERITER HEALTH SERVICES INC | Yes (1) |
| NELLIE R SHERWOOD TRUST | ||||||||||
| 1026 A AVENUE NE | CEDAR RAPIDS | IA | 52402 | 426061621 | PAY MEDICAL BILLS OF RETIRED TEACHERS UNABLE TO PAY | IA | 501(C)(3) | 509(A)(3), TYPE I | ST LUKE'S METHODIST HOSPITAL | Yes (1) |
| NORTH CENTRAL IOWA MENTAL HEALTH CENTER INCORPORATED | ||||||||||
| 720 KENYON DRIVE | FORT DODGE | IA | 50501 | 420937390 | MENTAL HEALTH CARE | IA | 501(C)(3) | 170(B)(1) (A)(III) | TRINITY HEALTH SYSTEMS INC | Yes (1) |
| NORTHWEST IOWA HOSPITAL CORPORATION | ||||||||||
| 2720 STONE PARK BLVD | SIOUX CITY | IA | 51104 | 421019872 | HOSPITAL | IA | 501(C)(3) | 170(B)(1) (A)(III) | ST LUKE'S HEALTH SYSTEM INC | Yes (1) |
| SIOUXLAND PACE INC | ||||||||||
| 1200 TRI VIEW AVE | SIOUX CITY | IA | 51103 | 261120134 | ALL-INCLUSIVE CARE FOR THE ELDERLY | IA | 501(C)(3) | 170(B)(1) (A)(III) | ST LUKE'S HEALTH SYSTEM INC | Yes (1) |
| ST LUKE'S HEALTH RESOURCES | ||||||||||
| 2720 STONE PARK BLVD | SIOUX CITY | IA | 51104 | 421059182 | OUTPATIENT CLINICS AND HEALTHCARE SERVICES | IA | 501(C)(3) | 509(A)(2) | ST LUKE'S HEALTH SYSTEM INC | Yes (1) |
| ST LUKE'S HEALTH SYSTEM INC | ||||||||||
| 2720 STONE PARK BLVD | SIOUX CITY | IA | 51104 | 421294091 | SUPPORT AFFILIATES' MISSION TO IMPROVE HEALTH CARE | IA | 501(C)(3) | 509(A)(3), TYPE III | IOWA HEALTH SYSTEM | Yes (1) |
| ST LUKE'S HEALTHCARE | ||||||||||
| 1026 A AVENUE NE | CEDAR RAPIDS | IA | 52402 | 421487968 | SUPPORT AFFILIATES' MISSION TO IMPROVE HEALTH CARE | IA | 501(C)(3) | 509(A)(3), TYPE II | IOWA HEALTH SYSTEM | Yes (1) |
| ST LUKE'S METHODIST HOSPITAL | ||||||||||
| 1026 A AVENUE NE | CEDAR RAPIDS | IA | 52402 | 420504780 | HOSPITAL | IA | 501(C)(3) | 170(B)(1) (A)(III) | ST LUKE'S HEALTHCARE | Yes (1) |
| ST LUKE'SJONES REGIONAL MEDICAL CENTER | ||||||||||
| 1795 HIGHWAY 64 EAST | ANAMOSA | IA | 52205 | 421487967 | HOSPITAL | IA | 501(C)(3) | 170(B)(1) (A)(III) | ST LUKE'S HEALTHCARE | Yes (1) |
| STL CARE COMPANY | ||||||||||
| 1026 A AVENUE NE | CEDAR RAPIDS | IA | 52402 | 421276632 | IMPROVE PUBLIC HEALTH SERVICES | IA | 501(C)(3) | 509(A)(2) | ST LUKE'S HEALTHCARE | Yes (1) |
| THE DUBUQUE VISITING NURSE ASSOCIATION | ||||||||||
| 350 NORTH GRANDVIEW AVENUE | DUBUQUE | IA | 52001 | 420680410 | PUBLIC HEALTH SERVICES/HOME CARE | IA | 501(C)(3) | 509(A)(2) | FINLEY TRI-STATES HEALTH GROUP INC | Yes (1) |
| THE FINLEY HOSPITAL | ||||||||||
| 350 NORTH GRANDVIEW AVENUE | DUBUQUE | IA | 52001 | 420680354 | HOSPITAL | IA | 501(C)(3) | 170(B)(1) (A)(III) | FINLEY TRI-STATES HEALTH GROUP INC | Yes (1) |
| THE ROBERT YOUNG CENTER FOR COMMUNITY MENTAL HEALTH | ||||||||||
| 2701 17TH STREET | ROCK ISLAND | IL | 61201 | 363678909 | MENTAL HEALTH CARE | IL | 501(C)(3) | 170(B)(1) (A)(VI) | TRINITY REGIONAL HEALTH SYSTEM | Yes (1) |
| TRIMARK PHYSICIANS GROUP | ||||||||||
| 802 KENYON ROAD | FORT DODGE | IA | 50501 | 453791448 | SUPPORT SERVICES FOR MEDICAL CARE AND HEALTH SERVICES | IA | 501(C)(3) | 170(B)(1) (A)(III) | TRINITY HEALTH SYSTEMS INC | Yes (1) |
| TRINITY COLLEGE OF NURSING & HEALTH SCIENCES | ||||||||||
| 2122 25TH AVE | ROCK ISLAND | IL | 61201 | 810994377 | EDUCATE AND DEVELOP HEALTHCARE PROFESSIONALS | IL | 501(C)(3) | 170(B)(1) (A)(II) | TRINITY MEDICAL CENTER | Yes (1) |
| TRINITY HEALTH FOUNDATION | ||||||||||
| 802 KENYON ROAD | FORT DODGE | IA | 50501 | 421222381 | CHARITABLE FUNDRAISING | IA | 501(C)(3) | 170(B)(1) (A)(VI) | TRINITY HEALTH SYSTEMS INC | Yes (1) |
| TRINITY HEALTH FOUNDATION | ||||||||||
| 2701 17TH STREET | ROCK ISLAND | IL | 61201 | 363321751 | CHARITABLE FUNDRAISING | IL | 501(C)(3) | 170(B)(1) (A)(VI) | TRINITY REGIONAL HEALTH SYSTEM | Yes (1) |
| TRINITY HEALTH SYSTEMS INC | ||||||||||
| 802 KENYON ROAD | FORT DODGE | IA | 50501 | 421222877 | SUPPORT AFFILIATES' MISSION TO IMPROVE HEALTH CARE | IA | 501(C)(3) | 509(A)(3), TYPE II | IOWA HEALTH SYSTEM | Yes (1) |
| TRINITY MEDICAL CENTER | ||||||||||
| 2701 17TH STREET | ROCK ISLAND | IL | 61201 | 362739299 | HOSPITAL | IL | 501(C)(3) | 170(B)(1) (A)(III) | TRINITY REGIONAL HEALTH SYSTEM | Yes (1) |
| TRINITY REGIONAL HEALTH SYSTEM | ||||||||||
| 2701 17TH STREET | ROCK ISLAND | IL | 61201 | 363351952 | SUPPORT AFFILIATES' MISSION TO IMPROVE HEALTH CARE | IL | 501(C)(3) | 509(A)(3), TYPE II | IOWA HEALTH SYSTEM | Yes (1) |
| TRINITY REGIONAL MEDICAL CENTER | ||||||||||
| 802 KENYON ROAD | FORT DODGE | IA | 50501 | 421009175 | HOSPITAL | IA | 501(C)(3) | 170(B)(1) (A)(III) | TRINITY HEALTH SYSTEMS INC | Yes (1) |
| UNITY HEALTHCARE | ||||||||||
| 1518 MULBERRY AVENUE | MUSCATINE | IA | 52761 | 420680337 | HOSPITAL | IA | 501(C)(3) | 170(B)(1) (A)(III) | TRINITY REGIONAL HEALTH SYSTEM | Yes (1) |
| UNITY HEALTHCARE FOUNDATION | ||||||||||
| 1518 MULBERRY AVENUE | MUSCATINE | IA | 52761 | 421525031 | SUPPORT AFFILIATES' MISSION TO IMPROVE HEALTH CARE | IA | 501(C)(3) | 170(B)(1) (A)(VI) | UNITY HEALTHCARE | Yes (1) |
| UNITYPOINT AT HOME | ||||||||||
| 1776 WEST LAKES PKWY 400 | WEST DES MOINES | IA | 50266 | 421477471 | HOME HEALTH CARE | IA | 501(C)(3) | 509(A)(2) | IOWA HEALTH SYSTEM | Yes (1) |
| UNITYPOINT HEALTH - MARSHALLTOWN | ||||||||||
| 1825 LOGAN AVENUE | WATERLOO | IA | 50703 | 815034179 | HOSPITAL | IA | 501(C)(3) | 170(B)(1) (A)(III) | ALLEN HEALTH SYSTEMS INC | Yes (1) |
| UNITYPOINT HEALTH - MARSHALLTOWN FOUNDATION | ||||||||||
| 3 SOUTH 4TH AVE | MARSHALLTOWN | IA | 50158 | 421388518 | CHARITABLE FUNDRAISING | IA | 501(C)(3) | 170(B)(1) (A)(VI) | ALLEN HEALTH SYSTEMS INC | Yes (1) |
| UNITYPOINT HEALTH AT WORK | ||||||||||
| 1776 WEST LAKES PKWY 400 | WEST DES MOINES | IA | 50266 | 810872241 | EMPLOYER ONSITE MEDICAL SERVICES AND OCCUPATIONAL MEDICINE | IA | 501(C)(3) | 170(B)(1) (A)(III) | IOWA PHYSICIANS CLINIC MEDICAL FOUNDATION | Yes (1) |
| WISCONSIN DIALYSIS INC | ||||||||||
| 3034 FISH HATCHERY ROAD | MADISON | WI | 53713 | 300072647 | OUTPATIENT KIDNEY DIALYSIS | WI | 501(C)(3) | 509(A)(3), TYPE III | 0 | |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (15 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ADVANCED IMAGING CENTER LLC | ||||||||||||||
| 615 VALLEY VIEW DRIVE | MOLINE | IL | 61265 | 364356301 | DIAGNOSTIC RADIOLOGY CENTER | IA | N/A | 0 | Yes (1) | |||||
| ANKENY MEDICAL PARK SURGERY CENTER LC | ||||||||||||||
| 3625 NORTH ANKENY BLVD STE J | ANKENY | IA | 50021 | 831281114 | AMBULATORY SURGERY CENTER | IA | N/A | 0 | Yes (1) | |||||
| CENTRAL IOWA PHYSIO LLC | ||||||||||||||
| 4714 GETTYSBURG ROAD | MECHANICSBURG | PA | 17055 | 364799633 | PHYSICAL THERAPY SERVICES | IA | N/A | 0 | Yes (1) | |||||
| DUBUQUE ENDOSCOPY CENTER LC | ||||||||||||||
| 1515 DELHI STREET SUITE 500 | DUBUQUE | IA | 52001 | 201597161 | AMBULATORY SURGERY CENTER | IA | N/A | 0 | Yes (1) | |||||
| EASTERN IOWA SLEEP SUPPLY LLC | ||||||||||||||
| 275 10TH STREET SE STE 1130-B | CEDAR RAPIDS | IA | 52403 | 851990451 | MEDICAL EQUIPMENT RETAIL SALES | IA | N/A | 0 | Yes (1) | |||||
| HEALTH CARE AFFILIATES OF THE TRI-STATES LLC | ||||||||||||||
| 350 N GRANDVIEW AVE | DUBUQUE | IA | 52001 | 421428503 | PROVIDE ACCESS TO LICENSED SOFTWARE | IA | N/A | 0 | Yes (1) | |||||
| IOWA DIAGNOSTIC IMAGING AND PROCEDURE CENTER LC | ||||||||||||||
| 1200 PLEASANT STREET | DES MOINES | IA | 50309 | 030482623 | OUTPATIENT DIAGNOSTIC IMAGING | IA | N/A | 0 | Yes (1) | |||||
| IOWA HEALTH SYSTEM CONTRACTING SERVICES LC | ||||||||||||||
| 1776 WEST LAKES PKWY 400 | WEST DES MOINES | IA | 50266 | 421511142 | GROUP PURCHASING | IA | Yes (1) | Yes (1) | IOWA HEALTH SYSTEM | RELATED | $15,790,671 | $1,259,791 | 1.00000 | |
| LAKEVIEW SURGERY CENTER LC | ||||||||||||||
| 1200 PLEASANT STREET | DES MOINES | IA | 50309 | 421516120 | SURGERY CENTER | IA | N/A | 0 | Yes (1) | |||||
| MR ASSOCIATES LLP | ||||||||||||||
| 1956 1ST AVENUE NE | CEDAR RAPIDS | IA | 52402 | 421260463 | OWN AND OPERATE MR UNIT | IA | N/A | 0 | Yes (1) | |||||
| ORTHOPAEDIC OUTPATIENT SURGERY CENTER LC | ||||||||||||||
| 1200 PLEASANT STREET | DES MOINES | IA | 50309 | 421508092 | AMBULATORY SURGERY CENTER | IA | N/A | 0 | Yes (1) | |||||
| THE OUTPATIENT SURGERY CENTER OF CEDAR RAPIDS LLC | ||||||||||||||
| 1075 FIRST AVENUE SE | CEDAR RAPIDS | IA | 52403 | 721550812 | AMBULATORY SURGERY CENTER. | IA | N/A | 0 | Yes (1) | |||||
| UNITED MEDICAL PARK ASC LLC DBA THE SURGERY CENTER AT UNITED MEDICAL PARK | ||||||||||||||
| 1825 LOGAN AVE | WATERLOO | IA | 50703 | 420698265 | AMBULATORY SURGERY CENTER | IA | N/A | 0 | Yes (1) | |||||
| UPHT-SCA HOLDINGS LLC | ||||||||||||||
| 569 BROOKWOOD VILLAGE SUITE 901 | BIRMINGHAM | AL | 35209 | 473564984 | AMBULATORY SURGERY CENTER INVESTMENT | DE | N/A | 0 | 0 | |||||
| WEST LAKES SLEEP CENTER LLC | ||||||||||||||
| 5950 UNIVERSITY AVENUE SUITE 2 | WEST DES MOINES | IA | 50266 | 263193923 | SLEEP DISORDER DIAGNOSTIC TESTING FACILITY | IA | N/A | 0 | Yes (1) | |||||
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (15 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ABBE MANAGEMENT CORPORATION | |||||||||||||
| 740 N 15TH AVE NO A | HIAWATHA | IA | 52233 | 421361755 | MANAGEMENT SERVICES | IA | N/A | C | 0 | ||||
| BROADBAND INC | |||||||||||||
| 1776 WEST LAKES PKWY 400 | WEST DES MOINES | IA | 50266 | 273819741 | INFORMATION TECHNOLOGY MGMT. | IA | C | Yes (1) | IOWA HEALTH SYSTEM | $33,073 | $11,463,952 | 1.00000 | |
| DELHI POINT CONDO ASSOCIATION | |||||||||||||
| 350 N GRANDVIEW | DUBUQUE | IA | 52001 | 421467002 | REAL ESTATE MANAGEMENT | IA | N/A | C | 0 | ||||
| HCP CORPORATION | |||||||||||||
| 202 SOUTH PARK STREET | MADISON | WI | 53715 | 391177562 | REAL ESTATE RENTAL | WI | N/A | C | 0 | ||||
| HANSEN CHARITABLE REMAINDER ANNUITY TRUST | |||||||||||||
| 210 FOURTH AVENUE | GRINNELL | IA | 50112 | 396770806 | INVESTMENT | IA | N/A | T | 0 | ||||
| HANSEN CHARITABLE REMAINDER UNITRUST | |||||||||||||
| 210 FOURTH AVENUE | GRINNELL | IA | 50112 | 396770807 | INVESTMENT | IA | N/A | T | 0 | ||||
| HEALTH ADVANTAGE PLUS INC | |||||||||||||
| 210 4TH AVENUE | GRINNELL | IA | 50112 | 421436490 | PHYSICAL THERAPY | IA | N/A | C | 0 | ||||
| HNC SERVICES | |||||||||||||
| 1776 WEST LAKES PKWY 400 | WEST DES MOINES | IA | 50266 | 270987243 | FIBER OPTIC NETWORK SERVICES | IA | C | Yes (1) | IOWA HEALTH SYSTEM | $336,469 | $2,171,034 | 1.00000 | |
| MEDIMORE INC | |||||||||||||
| 1776 WEST LAKES PKWY 400 | WEST DES MOINES | IA | 50266 | 421414390 | MANAGED CARE | IA | C | Yes (1) | IOWA HEALTH SYSTEM | $1,470,412 | $76,048 | 1.00000 | |
| MERITER HEALTH ENTERPRISES INC | |||||||||||||
| 202 SOUTH PARK STREET | MADISON | WI | 53715 | 391293620 | MANAGEMENT SERVICES | WI | N/A | C | 0 | ||||
| MERITER MANAGEMENT SERVICES INC | |||||||||||||
| 202 SOUTH PARK STREET | MADISON | WI | 53715 | 391458235 | ADMINISTRATIVE SERVICES | WI | N/A | C | 0 | ||||
| PRECEDENCE INC | |||||||||||||
| 4622 PROGRESS DRIVE STE A | DAVENPORT | IA | 52807 | 371288604 | MANAGED MENTAL CARE | IA | N/A | C | 0 | ||||
| PRECEDENCE PLUS INC | |||||||||||||
| 4622 PROGRESS DRIVE STE A | DAVENPORT | IA | 52807 | 364140096 | MANAGED MENTAL CARE | IA | N/A | C | 0 | ||||
| STL HEALTH RESOURCES CO | |||||||||||||
| 1026 A AVE NE | CEDAR RAPIDS | IA | 52402 | 421193499 | PHYSICIAN OFFICE RENTAL | IA | N/A | C | 0 | ||||
| TRINITY HEALTH ENTERPRISES INC | |||||||||||||
| 2701 17TH ST | ROCK ISLAND | IL | 61201 | 363320141 | RETAIL PHARMACY | IL | N/A | C | 0 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (16 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| ALLEN MEMORIAL HOSPITAL CORPORATION | ||
| L | $32,423,061 | BASED ON GAAP, CASH, AND/OR FMV. |
| CENTRAL IOWA HOSPITAL CORPORATION | ||
| L | $93,574,884 | BASED ON GAAP, CASH, AND/OR FMV. |
| GRINNELL REGIONAL MEDICAL CENTER | ||
| L | $5,191,425 | BASED ON GAAP, CASH, AND/OR FMV. |
| IOWA PHYSICIANS CLINIC MEDICAL FOUNDATION | ||
| L | $50,863,876 | BASED ON GAAP, CASH, AND/OR FMV. |
| MEDIMORE INC | ||
| R | $1,470,412 | BASED ON GAAP, CASH, AND/OR FMV. |
| MERITER HOSPITAL INC | ||
| L | $44,507,058 | BASED ON GAAP, CASH, AND/OR FMV. |
| NORTHWEST IOWA HOSPITAL CORPORATION | ||
| L | $20,205,734 | BASED ON GAAP, CASH, AND/OR FMV. |
| SIOUXLAND PACE INC | ||
| L | $985,000 | BASED ON GAAP, CASH, AND/OR FMV. |
| ST LUKES METHODIST HOSPITAL | ||
| L | $43,837,347 | BASED ON GAAP, CASH, AND/OR FMV. |
| ST LUKESJONES REGIONAL MEDICAL CENTER | ||
| L | $4,441,344 | BASED ON GAAP, CASH, AND/OR FMV. |
| THE FINLEY HOSPITAL | ||
| L | $12,915,714 | BASED ON GAAP, CASH, AND/OR FMV. |
| TRINITY MEDICAL CENTER | ||
| L | $50,960,186 | BASED ON GAAP, CASH, AND/OR FMV. |
| TRINITY REGIONAL MEDICAL CENTER | ||
| L | $16,685,667 | BASED ON GAAP, CASH, AND/OR FMV. |
| UNITYPOINT AT HOME | ||
| L | $11,378,869 | BASED ON GAAP, CASH, AND/OR FMV. |
| UNITYPOINT HEALTH MARSHALLTOWN | ||
| L | $4,810,488 | BASED ON GAAP, CASH, AND/OR FMV. |
| UNITYPOINT HEALTH AT WORK | ||
| L | $304,023 | BASED ON GAAP, CASH, AND/OR FMV. |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE R, PARTS I - IV: | FormAndLineReferenceDesc |
| Explanation | IOWA 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/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Electing OrganizationElectingOrganizationInd | Total Grassroots LobbyTotalGrassrootsLobbyAmt | Total Direct LobbyTotalDirectLobbyAmt | Total Lobby ExpenditureTotalLobbyExpenditureAmt | Other Exempt Purpose ExpendOtherExemptPurposeExpendAmt | Total Exempt Purpose ExpendTotalExemptPurposeExpendAmt | Lobby NontxLobbyNontxAmt | Grassroots NontxGrassrootsNontxAmt | Total Lobby Grssroot Mns NontxTotalLobbyGrssrootMnsNontxAmt | Tot Lbby Expend Mns Lobby NontxTotLbbyExpendMnsLobbyNontxAmt | Share Excess Lobby ExpendShareExcessLobbyExpendAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| IOWA HEALTH SYSTEM | |||||||||||||||
| 1776 WEST LAKES PKWY 400 | WEST DES MOINES | IA | 50266 | 421435199 | Yes (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 A | HIAWATHA | IA | 52233 | 421045257 | $0 | $0 | $0 | $25,199,848 | $25,199,848 | $1,000,000 | $250,000 | $0 | $0 | $0 | |
| ABBEHEALTH INC | |||||||||||||||
| 740 N 15TH AVE NO A | HIAWATHA | IA | 52233 | 421373123 | $0 | $0 | $0 | $577,100 | $577,100 | $111,565 | $27,891 | $0 | $0 | $0 | |
| AGING SERVICES INC | |||||||||||||||
| 740 N 15TH AVE NO A | HIAWATHA | IA | 52233 | 237085316 | $0 | $0 | $0 | $2,305,092 | $2,305,092 | $265,255 | $66,314 | $0 | $0 | $0 | |
| ALLEN COLLEGE | |||||||||||||||
| 1825 LOGAN AVENUE | WATERLOO | IA | 50703 | 421351526 | $0 | $0 | $0 | $9,979,927 | $9,979,927 | $648,996 | $162,249 | $0 | $0 | $0 | |
| ALLEN HEALTH SYSTEMS INC | |||||||||||||||
| 1825 LOGAN AVENUE | WATERLOO | IA | 50703 | 421201924 | $0 | $0 | $0 | $2,583,885 | $2,583,885 | $279,194 | $69,799 | $0 | $0 | $0 | |
| ALLEN MEMORIAL HOSPITAL CORPORATION | |||||||||||||||
| 1825 LOGAN AVENUE | WATERLOO | IA | 50703 | 420698265 | $0 | $0 | $0 | $360,274,225 | $360,274,225 | $1,000,000 | $250,000 | $0 | $0 | $0 | |
| ANAMOSA AREA AMBULANCE SERVICE | |||||||||||||||
| 101 GRANT WOOD DRIVE | ANAMOSA | IA | 52205 | 421466284 | $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 STREET | WATERLOO | IA | 50702 | 420733463 | $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 DRIVE | BETTENDORF | IA | 52722 | 421134273 | $0 | $0 | $0 | $4,390,006 | $4,390,006 | $369,500 | $92,375 | $0 | $0 | $0 | |
| CENTRAL IOWA HEALTH SYSTEM | |||||||||||||||
| 1200 PLEASANT STREET | DES MOINES | IA | 50309 | 421189791 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | |
| CENTRAL IOWA HOSPITAL CORPORATION | |||||||||||||||
| 1200 PLEASANT STREET | DES MOINES | IA | 50309 | 420680452 | $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 STREET | DES MOINES | IA | 50314 | 420942273 | $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 AVENUE | DUBUQUE | IA | 52001 | 421307495 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | |
| GRINNELL REGIONAL MEDICAL CENTER | |||||||||||||||
| 210 FOURTH AVENUE | GRINNELL | IA | 50112 | 420933383 | $0 | $0 | $0 | $58,826,672 | $58,826,672 | $1,000,000 | $250,000 | $0 | $0 | $0 | |
| GRINNELL REGIONAL MEDICAL CENTER FOUNDATION | |||||||||||||||
| 210 FOURTH AVENUE | GRINNELL | IA | 50112 | 421454737 | $0 | $0 | $0 | $327,271 | $327,271 | $65,454 | $16,364 | $0 | $0 | $0 | |
| IOWA HEALTH FOUNDATION | |||||||||||||||
| 1415 WOODLAND AVE SUITE E-200 | DES MOINES | IA | 50309 | 421467682 | $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 400 | WEST DES MOINES | IA | 50266 | 421411630 | $0 | $0 | $0 | $581,864,477 | $581,864,477 | $1,000,000 | $250,000 | $0 | $0 | $0 | |
| MEMORIAL FOUNDATION OF ALLEN HOSPITAL | |||||||||||||||
| 1825 LOGAN AVENUE | WATERLOO | IA | 50703 | 421201138 | $0 | $0 | $0 | $4,323,660 | $4,323,660 | $366,183 | $91,546 | $0 | $0 | $0 | |
| MERITER FOUNDATION INC | |||||||||||||||
| 202 SOUTH PARK STREET | MADISON | WI | 53715 | 237098688 | $0 | $0 | $0 | $1,659,100 | $1,659,100 | $232,955 | $58,239 | $0 | $0 | $0 | |
| MERITER HEALTH SERVICES INC | |||||||||||||||
| 202 SOUTH PARK STREET | MADISON | WI | 53715 | 391412318 | $0 | $0 | $0 | $960,745 | $960,745 | $169,112 | $42,278 | $0 | $0 | $0 | |
| MERITER HOSPITAL INC | |||||||||||||||
| 202 SOUTH PARK STREET | MADISON | WI | 53715 | 390806367 | $0 | $0 | $0 | $496,314,933 | $496,314,933 | $1,000,000 | $250,000 | $0 | $0 | $0 | |
| NELLIE R SHERWOOD TRUST | |||||||||||||||
| 1026 A AVENUE NE | CEDAR RAPIDS | IA | 52402 | 426061621 | $0 | $0 | $0 | $6,719 | $6,719 | $1,344 | $336 | $0 | $0 | $0 | |
| NORTHWEST IOWA HOSPITAL CORPORATION | |||||||||||||||
| 2720 STONE PARK BLVD | SIOUX CITY | IA | 51104 | 421019872 | $0 | $0 | $0 | $198,788,124 | $198,788,124 | $1,000,000 | $250,000 | $0 | $0 | $0 | |
| SIOUXLAND PACE INC | |||||||||||||||
| 313 COOK STREET | SIOUX CITY | IA | 51103 | 261120134 | $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 BLVD | SIOUX CITY | IA | 51104 | 421059182 | $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 BLVD | SIOUX CITY | IA | 51104 | 421294091 | $0 | $0 | $0 | $1,532,136 | $1,532,136 | $226,607 | $56,652 | $0 | $0 | $0 | |
| ST LUKE'S HEALTHCARE | |||||||||||||||
| 1026 A AVENUE NE | CEDAR RAPIDS | IA | 52402 | 421487968 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | |
| ST LUKE'S METHODIST HOSPITAL | |||||||||||||||
| 1026 A AVENUE NE | CEDAR RAPIDS | IA | 52402 | 420504780 | $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 EAST | ANAMOSA | IA | 52205 | 421487967 | $0 | $0 | $0 | $42,475,572 | $42,475,572 | $1,000,000 | $250,000 | $0 | $0 | $0 | |
| STL CARE COMPANY | |||||||||||||||
| 1026 A AVENUE NE | CEDAR RAPIDS | IA | 52402 | 421276632 | $0 | $0 | $0 | $11,778,496 | $11,778,496 | $738,925 | $184,731 | $0 | $0 | $0 | |
| THE DUBUQUE VISITING NURSE ASSOCIATION | |||||||||||||||
| 350 NORTH GRANDVIEW AVENUE | DUBUQUE | IA | 52001 | 420680410 | $0 | $0 | $0 | $3,470,825 | $3,470,825 | $323,541 | $80,885 | $0 | $0 | $0 | |
| THE FINLEY HOSPITAL | |||||||||||||||
| 350 NORTH GRANDVIEW AVENUE | DUBUQUE | IA | 52001 | 420680354 | $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 STREET | ROCK ISLAND | IL | 61201 | 363678909 | $0 | $54,500 | $54,500 | $33,819,381 | $33,873,881 | $1,000,000 | $250,000 | $0 | $0 | $0 | |
| TRIMARK PHYSICIANS GROUP | |||||||||||||||
| 802 KENYON ROAD | FORT DODGE | IA | 50501 | 453791448 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | |
| TRINITY COLLEGE OF NURSING & HEALTH SCIENCES | |||||||||||||||
| 2122 25TH AVE | ROCK ISLAND | IL | 61201 | 810994377 | $0 | $0 | $0 | $2,653,698 | $2,653,698 | $282,685 | $70,671 | $0 | $0 | $0 | |
| TRINITY HEALTH FOUNDATION | |||||||||||||||
| 802 KENYON ROAD | FORT DODGE | IA | 50501 | 421222381 | $0 | $0 | $0 | $1,662,246 | $1,662,246 | $233,112 | $58,278 | $0 | $0 | $0 | |
| TRINITY HEALTH FOUNDATION | |||||||||||||||
| 2701 17TH STREET | ROCK ISLAND | IL | 61201 | 363321751 | $0 | $0 | $0 | $1,072,822 | $1,072,822 | $182,282 | $45,571 | $0 | $0 | $0 | |
| TRINITY HEALTH SYSTEMS INC | |||||||||||||||
| 802 KENYON ROAD | FORT DODGE | IA | 50501 | 421222877 | $0 | $0 | $0 | $1,306,485 | $1,306,485 | $205,649 | $51,412 | $0 | $0 | $0 | |
| TRINITY MEDICAL CENTER | |||||||||||||||
| 2701 17TH STREET | ROCK ISLAND | IL | 61201 | 362739299 | $0 | $0 | $0 | $454,442,373 | $454,442,373 | $1,000,000 | $250,000 | $0 | $0 | $0 | |
| TRINITY REGIONAL HEALTH SYSTEM | |||||||||||||||
| 2701 17TH STREET | ROCK ISLAND | IL | 61201 | 363351952 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | |
| TRINITY REGIONAL MEDICAL CENTER | |||||||||||||||
| 802 KENYON ROAD | FORT DODGE | IA | 50501 | 421009175 | $0 | $0 | $0 | $169,768,057 | $169,768,057 | $1,000,000 | $250,000 | $0 | $0 | $0 | |
| UNITY HEALTHCARE | |||||||||||||||
| 1518 MULBERRY AVENUE | MUSCATINE | IA | 52761 | 420680337 | $0 | $0 | $0 | $54,942,175 | $54,942,175 | $1,000,000 | $250,000 | $0 | $0 | $0 | |
| UNITY HEALTHCARE FOUNDATION | |||||||||||||||
| 1518 MULBERRY AVENUE | MUSCATINE | IA | 52761 | 421525031 | $0 | $0 | $0 | $1,000 | $1,000 | $200 | $50 | $0 | $0 | $0 | |
| UNITYPOINT AT HOME | |||||||||||||||
| 1776 WEST LAKES PKWY 400 | WEST DES MOINES | IA | 50266 | 421477471 | $0 | $0 | $0 | $230,609,590 | $230,609,590 | $1,000,000 | $250,000 | $0 | $0 | $0 | |
| UNITYPOINT HEALTH - MARSHALLTOWN | |||||||||||||||
| 1825 LOGAN AVENUE | WATERLOO | IA | 50703 | 815034179 | $0 | $0 | $0 | $70,051,665 | $70,051,665 | $1,000,000 | $250,000 | $0 | $0 | $0 | |
| UNITYPOINT HEALTH - MARSHALLTOWN FOUNDATION | |||||||||||||||
| 55 UNITYPOINT WAY | MARSHALLTOWN | IA | 50158 | 421388518 | $0 | $0 | $0 | $569,063 | $569,063 | $110,359 | $27,590 | $0 | $0 | $0 | |
| UNITYPOINT HEALTH AT WORK | |||||||||||||||
| 1776 WEST LAKES PKWY 400 | WEST DES MOINES | IA | 50266 | 810872241 | $0 | $0 | $0 | $13,047,153 | $13,047,153 | $802,358 | $200,590 | $0 | $0 | $0 | |