2021-05-12T06:57:54-05:00 2020-06-30 990 2019-07-01 421478417 MERCY HEALTH NETWORK INC MERC 5153589200 1449 NW 128TH STREET BLDG 5 NO 2 CLIVE IA 50325 ROBERT RITZ CEO 5153589200 2021-05-12 2019 2022-09-23 18:48:47Z MERCYONE ROBERT RITZ 1449 NW 128TH STREET BLDG 5 NO 200 CLIVE IA 50325 27194954 0 X WWW.MERCYONE.ORG X 1998 DE TO PROVIDE HEALTH CARE SYSTEM MANAGEMENT AND SUPPORT 6 0 0 0 0 0 0 0 24960047 26936352 256058 258602 0 0 25216105 27194954 72000 7750 0 0 2537950 2839520 0 0 0 22633242 24330158 25243192 27177428 -27087 17526 16667541 24121850 8163694 12695003 8503847 11426847 X MERCYONE SERVES WITH FIDELITY TO THE GOSPEL AS A COMPASSIONATE, HEALING MINISTRY OF JESUS CHRIST TO TRANSFORM THE HEALTH OF OUR COMMUNITIES. 0 0 23490335 7750 26936352 MERCY HEALTH NETWORK (MERCYONE) IS AN INTEGRATED SYSTEM OF MEMBER HOSPITALS AND OTHER HEALTH AND PATIENT CARE FACILITIES-UNITED INTO ONE OPERATING ORGANIZATION TO IMPROVE THE DELIVERY OF HEALTH CARE SERVICES TO THE PEOPLE OF IOWA AND SURROUNDING COMMUNITIES. MERCYONE IS SPONSORED BY COMMONSPIRIT HEALTH AND TRINITY HEALTH CORPORATION. MERCYONE PROVIDES SIGNIFICANT ADMINISTRATIVE, MANAGEMENT, GOVERNANCE AND OVERSIGHT RESPONSIBILITIES FOR THE OVERALL ACTIVITIES AND OPERATIONS OF MANY ACUTE CARE HOSPITALS, AMBULATORY CARE FACILITIES, HOME CARE AND HOSPICE PROGRAMS PRESENTLY OWNED AND OPERATED BY COMMONSPIRIT HEALTH OR TRINITY HEALTH.THE MERCYONE SYSTEM FUNCTIONS AS AN INTEGRATED HEALTH CARE DELIVERY SYSTEM (IN THE BROAD SENSE) BY ESTABLISHING A SINGLE SYSTEM THAT PROVIDES A CONTINUUM OF HEALTH CARE SERVICES PREVIOUSLY PROVIDED THROUGH SEPARATE PROVIDERS. THROUGH THIS SINGLE SYSTEM, THE RESPECTIVE MISSIONS OF COMMONSPIRIT HEALTH AND TRINITY HEALTH ARE UNIFIED AND THE ABILITY TO EFFECTIVELY AND EFFICIENTLY MEET THE HEALTH CARE NEEDS OF THE COMMUNITY SERVED BY THE MERCYONE SYSTEM ARE ENHANCED.PLEASE VISIT OUR WEBSITE FOR ADDITIONAL INFORMATION: WWW.MERCYONE.ORG 23490335 1 0 0 1 0 0 0 0 0 0 1 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 1 24 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 6 0 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 0 0 0 0 1 1 X BETH GDOWIK 7343431000 20555 VICTOR PARKWAY LIVONIA MI 48152 ROBERT RITZ PRESIDENT AND CEO 54.00 1.00 X 1295481 0 43093 MARCIA SMITH SEC & ASSOC COUNSEL THROUGH 10/19 44.00 1.00 X 413741 0 404300 MICHAEL WEGNER EVP OPERATIONS AND REGIONAL CFO 49.00 1.00 X 0 697153 31702 KENT CARR MD CEO, MEDICAL GROUP 50.00 0.00 X 0 621802 32941 DANIEL VARNUM CHIEF INTEGRATION OFFICER 50.00 0.00 X 0 470631 30115 MICHAEL TRACHTA VP, NETWORK AFFILIATES 50.00 0.00 X 0 392645 40440 KEVIN ELSBERRY CHIEF HUMAN RESOURCES OFFICER 25.00 25.00 X 0 363334 31795 JANELL PITTMAN CHIEF MKTG/DIGITAL STRATEGY OFFICER 50.00 0.00 X 0 331385 18574 HEATHER CAMPBELL SEC AS OF 10/19; CHIEF LEGAL OFFICER 49.00 1.00 X 0 286908 29843 LINDA ROSS DIRECTOR; CHAIR AS OF 4/20 1.00 1.00 X X 0 0 0 CYNTHIA CLEMENCE DIRECTOR 1.00 0.00 X 0 0 0 LOUIS FIERENS II DIRECTOR AS OF 1/20 1.00 0.00 X 0 0 0 SALLY JEFFCOAT DIRECTOR THROUGH 12/19 1.00 1.00 X 0 0 0 ANTHONY JONES DIRECTOR 1.00 0.00 X 0 0 0 MITCH MELFI DIRECTOR 1.00 0.00 X 0 0 0 PATRICIA WEBB DIRECTOR 1.00 0.00 X 0 0 0 1709222 3163858 662803 0 0 1 1 STRATEGIC AMERICA INC 6600 WESTOWN PKWY SUITE 100 WEST DES MOINES IA 50266 MARKETING SERVICES 2299590 ITA GROUP INC 4600 WESTOWN PKWY WEST DES MOINES IA 50267 CONSULTING SERVICES 973584 MONIGLE ASSOCIATES INC 150 ADAMS ST DENVER CO 80206 CONSULTING SERVICES 844578 NTHRIVE INC PO BOX 733492 DALLAS TX 75373 CONSULTING SERVICES 244000 TRILLIANT HEALTH INC PO BOX 305172 DEPT 91 NASHVILLE TN 37230 ADVERTISING SERVICES 211884 12 MANAGEMENT REVENUE 541610 26936352 26936352 26936352 152383 152383 106219 0 106219 106219 106219 27194954 26936352 0 258602 X 7750 7750 2839520 2839520 628212 628212 148044 148044 22701183 22701183 1704 1704 95089 23772 71317 137742 137742 66967 66967 191479 191479 297662 297662 26737 26737 SUBSCRIPTIONS AND DUES 32328 32328 OTHER PROGRAM EXPENSES 3011 3011 27177428 23490335 3687093 0 2333037 623197 2007502 1709840 6084814 11391751 3890290 4430125 4684935 6590134 16667541 24121850 5642421 2761830 66000 2455273 9933173 8163694 12695003 X 8503847 11426847 8503847 11426847 16667541 24121850 X 17526 -17526 2923000 X 0 0 0 X X 2 MERCY HEALTH SERVICES - IOWA 311373080 3 1 0 0 CATHOLIC HEALTH INITIATIVES - IOWA 420680448 3 1 0 0 2 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 1 X 1 1 PART 1, LINE 12G: MERCY HEALTH NETWORK (MERCYONE) PROVIDES HEALTH CARE DELIVERY SYSTEM SERVICES TO ITS SUPPORTED ORGANIZATIONS. PART IV, SECTION A, LINE 2: CATHOLIC HEALTH INITIATIVES - IOWA DOES NOT HAVE AN IRS DETERMINATION OF STATUS UNDER SECTION 509(A)(1); IT HAS BEEN RECOGNIZED AS EXEMPT UNDER SECTION 501(C)(3) UNDER GROUP EXEMPTION NO. 0928 AND IS LISTED IN THE OFFICIAL CATHOLIC DIRECTORY AS A HOSPITAL. CATHOLIC HEALTH INITIATIVES - IOWA IS A PUBLIC CHARITY AS DESCRIBED IN SECTION 509(A)(1) BECAUSE IT IS A HOSPITAL AS DESCRIBED UNDER SECTION 170(B)(1)(A)(III). PART IV, SECTION A, LINE 6: MERCYONE PROVIDED MANAGEMENT AND OTHER SERVICES TO RELATED ORGANIZATIONS WHO SHARE THE CHARITABLE PURPOSES OF ITS SUPPORTED ORGANIZATIONS. MERCYONE ALSO PROVIDED GRANTS TO UNRELATED CHARITIES THAT CARRY OUT THE CHARITABLE PURPOSES OF ITS SUPPORTED ORGANIZATIONS. PART IV, SECTION D, LINE 3: CERTAIN BOARD MEMBERS OF EACH SUPPORTED ORGANIZATION SERVE AS BOARD MEMBERS OR OFFICERS OF MERCYONE. AS REQUIRED BY THE GOVERNING DOCUMENTS, THE CEO OF EACH SUPPORTED ORGANIZATION IS ON THE MANAGEMENT TEAM OF MERCYONE. THE PRESIDENT AND CEO OF A SUPPORTED ORGANIZATION IS THE PRESIDENT AND CEO OF MERCYONE, AND CERTAIN OTHER OFFICERS EQUALLY SERVE BOTH THE MERCYONE AND A SUPPORTED ORGANIZATION. THIS COMBINATION OF OVERLAPPING CONTROL AND MANAGEMENT ALLOWS THE SUPPORTED ORGANIZATIONS TO HAVE A SIGNIFICANT VOICE IN THE INVESTMENT POLICIES AND DIRECTING THE USE OF THE INCOME AND ASSETS OF MERCYONE. PART IV, SECTION E, LINE 2A: THE EXEMPT PURPOSES OF THE SUPPORTED ORGANIZATIONS OF MERCYONE ARE TO PROVIDE HEALTH CARE SERVICES TO COMMUNITIES THROUGHOUT THE STATE OF IOWA AND SURROUNDING STATES THROUGH THE OPERATION OF TAX-EXEMPT HEALTH CARE AND HOSPITAL SYSTEMS. SUBSTANTIALLY ALL OF MERCYONE'S ACTIVITIES ARE IN DIRECT FURTHERANCE OF THE EXEMPT PURPOSES OF ITS SUPPORTING ORGANIZATIONS BY IMPROVING THE DELIVERY OF HEALTH CARE SERVICES IN THEIR COMMUNITIES THROUGH THE PROVISION OF SIGNIFICANT ADMINISTRATIVE, MANAGEMENT, GOVERNANCE, AND OVERSIGHT SERVICES FOR THE OVERALL ACTIVITIES AND OPERATIONS OF HEALTH CARE AND HOSPITAL SYSTEMS IN THESE COMMUNITIES. PART IV, SECTION E, LINE 2B: EACH SUPPORTED ORGANIZATION OF MERCYONE IS A HEALTH CARE AND HOSPITAL SYSTEM. MERCYONE PROVIDES INTEGRATED HEALTH CARE SYSTEM MANAGEMENT AND SUPPORT SERVICES TO ITS SUPPORTED ORGANIZATIONS. THESE ACTIVITIES INCLUDE PAYER STRATEGY/CONTRACTING, QUALITY/SAFETY MANAGEMENT, FINANCIAL SERVICES, MARKETING/COMMUNICATIONS STAFF, CORPORATE RESPONSIBILITY/COMPLIANCE OPERATIONS, STRATEGIC PLANNING, HUMAN RESOURCES, AND OTHER MANAGEMENT AND SUPPORT FUNCTIONS NECESSARY FOR THE OPERATION OF HEALTH CARE SYSTEMS. BUT FOR THE PROVISION OF THESE SERVICES BY MERCYONE, EACH SUPPORTED ORGANIZATION WOULD HAVE HAD TO ENGAGE IN THESE ACTIVITIES FOR ITSELF. 0 1 0 0 0 0 1 148044 0 1 60821 208865 0 PART II-B, LINE 1: MERCY HEALTH NETWORK (MERCYONE) HAS ENGAGED ONE OR MORE LOBBYING FIRMS TO PROVIDE GOVERNMENTAL RELATIONS FOR MERCYONE FOR STATE LEGISLATIVE AND REGULATORY ISSUES. MERCYONE BACKS PUBLIC POLICIES THAT PROMOTE BETTER HEALTH, BETTER CARE AND LOWER COSTS. MERCYONE WANTS TO ENSURE AFFORDABLE, HIGH-QUALITY CARE FOR ALL. AT THE STATE CAPITAL IN DES MOINES, MERCYONE WORKS WITH MEMBERS OF THE LEGISLATURE, THE GOVERNOR'S OFFICE, AND THE STATE AGENCIES. AT THE FEDERAL LEVEL, MERCYONE MEETS WITH THE IOWA CONGRESSIONAL DELEGATION AND THEIR STAFF SEVERAL TIMES EACH YEAR. IN THOSE MEETINGS, MERCYONE SPEAKS ON BEHALF OF OUR PATIENTS, PROVIDERS AND MEDICAL CENTERS. 1826384 381791 1444593 506653 241406 265247 1709840 COMMINGLED FUNDS DIRECTLY HOLDING SECURITIES 1265750 F EQUITY METHOD INVESTMENTS 2373281 C HEDGE FUNDS 791094 F 4430125 MISCELLANEOUS RECEIVABLES 3001766 INVESTMENT IN UNCONSOL. AFFILIATES 2700000 OPERATING LEASE RIGHT-OF-USE ASSETS 888368 6590134 RELATED PARTY PAYABLES 2149132 OTHER CURRENT LIABILITIES 6303130 OPERATING LEASE LIABILITIES 1480911 9933173 1 100 GREAT IOWA NURSES CO UNIVERSITY OF IOWA COLLEGE OF NURSING 50 NEWTON ROAD IOWA CITY IA 52242 426004813 PUBLIC SCHOOL 7500 SPONSORSHIP 1 0 PART I, LINE 2: DONATIONS MADE BY MERCY HEALTH NETWORK TO CHARITABLE ORGANIZATIONS ARE MADE IN FURTHERANCE OF THE RECIPIENT ORGANIZATION'S EXEMPT PURPOSE AND ARE CONSIDERED UNRESTRICTED WITH REGARD TO THE USE OF THE FUNDS. 1 1 0 0 0 0 0 0 0 ROBERT RITZ PRESIDENT AND CEO 1010542 0 0 0 284939 0 16675 0 26418 0 1338574 0 97036 0 MARCIA SMITH SEC & ASSOC COUNSEL THROUGH 10/19 354216 0 0 0 59525 0 375301 0 28999 0 818041 0 0 0 MICHAEL WEGNER EVP OPERATIONS AND REGIONAL CFO 0 676221 0 0 0 20932 0 16675 0 15027 0 728855 0 0 KENT CARR MD CEO, MEDICAL GROUP 0 597258 0 0 0 24544 0 16675 0 16266 0 654743 0 0 DANIEL VARNUM CHIEF INTEGRATION OFFICER 0 447569 0 0 0 23062 0 9800 0 20315 0 500746 0 0 MICHAEL TRACHTA VP, NETWORK AFFILIATES 0 377407 0 0 0 15238 0 16446 0 23994 0 433085 0 0 KEVIN ELSBERRY CHIEF HUMAN RESOURCES OFFICER 0 349765 0 0 0 13569 0 15625 0 16170 0 395129 0 0 JANELL PITTMAN CHIEF MKTG/DIGITAL STRATEGY OFFICER 0 286257 0 25000 0 20128 0 16034 0 2540 0 349959 0 0 HEATHER CAMPBELL SEC AS OF 10/19; CHIEF LEGAL OFFICER 0 271834 0 0 0 15074 0 15202 0 14641 0 316751 0 0 PART I, LINE 3 MERCY HEALTH NETWORK'S (MERCYONE) CEO IS PAID DIRECTLY BY COMMONSPIRIT HEALTH, AN UNRELATED ORGANIZATION. COMMONSPIRIT HEALTH USED THE FOLLOWING METHODS TO ESTABLISH THE COMPENSATION FOR MERCYONE'S CEO: - COMPENSATION COMMITTEE - INDEPENDENT COMPENSATION CONSULTANT - WRITTEN EMPLOYMENT CONTRACT - COMPENSATION SURVEY OR STUDY, AND - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE PART I, LINES 4A-B THE FOLLOWING INDIVIDUAL RECEIVED SEVERANCE PAYMENTS FROM TRINITY HEALTH CORPORATION, AN UNRELATED ORGANIZATION, IN CALENDAR 2019. THIS AMOUNT IS INCLUDED IN COLUMN B(III) OF SCHEDULE J, PART II: MARCIA SMITH - $48,886 IN ADDITION, COLUMN C OF SCHEDULE J, PART II INCLUDES $362,701 OF SEVERANCE FOR MARCIA SMITH WHICH WAS UNPAID AS OF 12/31/19. THE $362,701 WAS PAID AND INCLUDED IN MARCIA SMITH'S TAXABLE INCOME IN 2020. LINE 4B: THE FOLLOWING IS A PARTICIPANT IN A TRINITY HEALTH, AN UNRELATED ORGANIZATION, RESTORATION PLAN. THE RESTORATION PLAN PROVIDES RETIREMENT BENEFITS FOR CERTAIN TRINITY HEALTH SYSTEM OFFICE EXECUTIVES WITH EARNINGS ABOVE THE IRS PAY CAP FOR QUALIFIED PLANS ($280,000 FOR 2019). THE FOLLOWING PAYOUT FOR 2019 FOR THIS PLAN IS INCLUDED IN COLUMN B(III) OF SCHEDULE J, PART II: MARCIA SMITH - $3,918 DURING THE 2019 CALENDAR YEAR, COMMONSPIRIT HEALTH, AN UNRELATED ORGANIZATION, MAINTAINED A SUPPLEMENTAL NON-QUALIFIED DEFERRED COMPENSATION PLAN FOR CEOS/HOSPITAL PRESIDENTS AND OTHER DESIGNATED COMMONSPIRIT EXECUTIVES AT THE LEVEL OF SENIOR VICE PRESIDENT AND ABOVE. DURING 2019 THE FOLLOWING DISTRIBUTION WAS MADE BY COMMONSPIRIT HEALTH FROM THE DEFERRED COMPENSATION PLAN: ROBERT RITZ - $97,196 DUE TO THE "SUPER" VESTING RULES UNDER COMMONSPIRIT HEALTH'S DEFERRED COMPENSATION PLAN, PARTICIPANTS WHO HAVE MET CERTAIN REQUIREMENTS SUCH AS INVOLUNTARY TERMINATION WITHOUT CAUSE, AGE, AGE AND YEARS OF SERVICE, OR MORE THAN 5 YEARS OF PLAN PARTICIPATION ARE ELIGIBLE TO RECEIVE THEIR 2019 CONTRIBUTIONS IN CASH. THESE CASH PAYOUTS ARE INCLUDED IN THE PARTICIPANT'S REPORTABLE COMPENSATION IN COLUMN (III) OTHER REPORTABLE COMPENSATION ON SCHEDULE J PART II. DURING 2019, THE FOLLOWING PAYMENTS WERE MADE PURSUANT TO THE SUPER VESTING RULES: ROBERT RITZ - $162,721 PART VII, LINE 5: ROBERT RITZ, CEO, IS PAID DIRECTLY BY COMMONSPIRIT HEALTH, AN UNRELATED ORGANIZATION. MERCYONE REIMBURSED COMMONSPIRIT HEALTH FOR ROBERT RITZ'S COMPENSATION. MARCIA SMITH, SECRETARY AND ASSOCIATE COUNSEL, IS PAID DIRECTLY BY TRINITY HEALTH CORPORATION, AN UNRELATED ORGANIZATION. MERCYONE REIMBURSED TRINITY HEALTH CORPORATION FOR MARCIA SMITH'S COMPENSATION. FORM 990, PART VI, SECTION A, LINE 6 THE MEMBERS OF MERCY HEALTH NETWORK (MERCYONE) ARE TRINITY HEALTH CORPORATION AND COMMONSPIRIT HEALTH. SEE LINE 7 FOR ADDITIONAL INFORMATION. FORM 990, PART VI, SECTION A, LINE 7A EACH MEMBER OF MERCYONE HAS THE RIGHT TO APPOINT ONE-HALF OF THE BOARD OF DIRECTORS OF MERCYONE. FORM 990, PART VI, SECTION A, LINE 7B THE TWO MEMBERS MUST APPROVE CERTAIN DECISIONS OF THE GOVERNING BODY, INCLUDING THE STRATEGIC PLAN, ANNUAL CAPITAL PLAN, AND ANNUAL OPERATING BUDGET. BOTH MEMBERS MUST ALSO APPROVE SIGNIFICANT CHANGES SUCH AS A MERGER, DISSOLUTION, SALE OF ASSETS IN EXCESS OF CERTAIN LIMITS AND MODIFICATIONS TO GOVERNING DOCUMENTS. FORM 990, PART VI, SECTION B, LINE 11B PRIOR TO FILING, THE FORM 990 FOR MERCYONE IS REVIEWED BY SENIOR MANAGEMENT. IN ADDITION, CERTAIN KEY SECTIONS OF THE FORM ARE REVIEWED BY THE BOARD OF DIRECTORS. EACH MEMBER OF THE BOARD RECEIVES A COPY OF THE RETURN IN ITS FINAL FORM BEFORE IT IS FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C MERCYONE HAS ADOPTED A CONFLICT OF INTEREST POLICY, WHICH SETS FORTH THE ORGANIZATION'S CONFLICT OF INTEREST POLICY AND PROCESSES. IT APPLIES TO ALL "INTERESTED PERSONS" OF MERCYONE, WHICH INCLUDES DIRECTORS, PRINCIPAL OFFICERS, KEY EMPLOYEES, AND MEMBERS OF COMMITTEES WITH BOARD-DELEGATED POWERS. INTERESTED PERSONS ARE EXPECTED TO DISCHARGE THEIR DUTIES IN A MANNER THE PERSON REASONABLY BELIEVES TO BE IN THE BEST INTERESTS OF MERCYONE AND TO AVOID SITUATIONS INVOLVING A CONFLICT OF INTEREST. ON AN ANNUAL BASIS, INTERESTED PERSONS ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE STATEMENT AND TO AFFIRM THEIR RECEIPT OF THE CONFLICT OF INTEREST POLICY, COMPLIANCE WITH ITS REQUIREMENTS, AND AGREE TO NOTIFY THE ORGANIZATION OF CHANGES IMPACTING THEIR ANNUAL DISCLOSURE IN ACCORDANCE WITH THE POLICY. THE ANNUAL DISCLOSURES ARE PROVIDED TO INTERNAL LEGAL COUNSEL AND THE INTEGRITY AND COMPLIANCE OFFICER, FROM WHICH LEGAL COUNSEL PREPARES A REPORT FOR THE BOARD CHAIR AND CEO. A SUMMARY OF POTENTIAL CONFLICTS IS REVIEWED WITH THE BOARD OF DIRECTORS OF MERCYONE (OR A DELEGATED COMMITTEE OF THE BOARD) ON A YEARLY BASIS. INTERESTED PERSONS ARE REQUIRED TO MAKE FULL DISCLOSURE TO MERCYONE OF ANY FINANCIAL OR BUSINESS INTERESTS THAT MIGHT RESULT IN OR HAVE THE APPEARANCE OF A CONFLICT OF INTEREST. THE BOARD OF DIRECTORS OF MERCYONE (OR A DELEGATED COMMITTEE OF THE BOARD) IS RESPONSIBLE FOR THE REVIEW OF TRANSACTIONS TO DETERMINE WHETHER AN ACTUAL CONFLICT OF INTEREST EXISTS. IN THE EVENT OF AN ACTUAL CONFLICT, THE BOARD (OR A DELEGATED COMMITTEE OF THE BOARD) WILL EITHER AVOID THE CONFLICT OR APPROPRIATELY SCRUTINIZE THE TRANSACTION TO ENSURE IT IS IN THE BEST INTERESTS OF MERCYONE. INTERESTED PERSONS ARE REQUIRED TO RECUSE THEMSELVES FROM DISCUSSION AND VOTING ON MATTERS INVOLVING A CONFLICT OF INTEREST. THE POLICY FURTHER ADDRESSES THE PROPER DOCUMENTATION OF THE PROCEEDINGS AND POTENTIAL DISCIPLINARY AND CORRECTIVE ACTION FOR VIOLATIONS OF THE POLICY. THE POLICY IS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 MERCYONE DOES NOT CURRENTLY MAKE ITS DOCUMENTS OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART IX, LINE 11G CONSULTING FEES: PROGRAM SERVICE EXPENSES 810,794. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 810,794. RECRUITING SERVICES: PROGRAM SERVICE EXPENSES 33,869. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 33,869. CONTRACT LABOR: PROGRAM SERVICE EXPENSES 8,979,399. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 8,979,399. SHARED SERVICES: PROGRAM SERVICE EXPENSES 12,877,121. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 12,877,121. FORM 990, PART XI, LINE 9: EQUITY TRANSFERS FROM AFFILIATE 3,000,000. NET CUMULATIVE EFFECT OF CHANGE IN ACCOUNTING PRINCIPLE -77,000. MERCY COMMUNITY HOSPITAL GROUP LLC 1449 NW 128TH ST BLDG 5 SUITE 200 CLIVE IA 50325 352473948 ACCOUNTABLE CARE ORGANIZATION IA 0 0 MERCY HEALTH NETWORK INC MERCY HEALTH SERVICES - IOWA CORP 1000 4TH STREET SW MASON CITY IA 50401 311373080 HEALTH CARE AND HOSPITAL SERVICES DE 501(C)(3) LINE 3 TRINITY HEALTH CORPORATION 1 WHEATON FRANCISCAN HEALTHCARE - IOWA INC 3421 WEST NINTH STREET WATERLOO IA 50702 421177001 HEALTH CARE SYSTEM MANAGEMENT AND SUPPORT IA 501(C)(3) LINE 12C, III-FI MERCY HEALTH NETWORK INC 1 NORTHEAST IOWA REAL ESTATE INVESTMENTS LTD 3421 WEST NINTH STREET WATERLOO IA 50702 421207432 TITLE HOLDING COMPANY IA 501(C)(2) WHEATON FRANCISCAN HEALTHCARE-IOWA 1 SARTORI MEMORIAL HOSPITAL INC 515 COLLEGE STREET CEDAR FALLS IA 50613 420758901 HEALTH CARE AND HOSPITAL SERVICES IA 501(C)(3) LINE 3 WHEATON FRANCISCAN HEALTHCARE-IOWA 1 SARTORI HEALTH CARE FOUNDATION INC 3421 WEST NINTH STREET WATERLOO IA 50702 421240996 FOUNDATION IA 501(C)(3) LINE 12A, I SARTORI MEMORIAL HOSPITAL INC 1 MERCY HOSPITAL OF FRANCISCAN SISTERS INC 201 8TH AVENUE SE OELWEIN IA 50662 421178403 HEALTH CARE AND HOSPITAL SERVICES IA 501(C)(3) LINE 3 WHEATON FRANCISCAN HEALTHCARE-IOWA 1 COVENANT MEDICAL CENTER INC 3421 WEST NINTH STREET WATERLOO IA 50702 421264647 HEALTH CARE AND HOSPITAL SERVICES IA 501(C)(3) LINE 3 WHEATON FRANCISCAN HEALTHCARE-IOWA 1 COVENANT FOUNDATION INC 3421 WEST NINTH STREET WATERLOO IA 50702 421295784 FOUNDATION IA 501(C)(3) LINE 10 COVENANT MEDICAL CENTER INC 1 CENTRAL COMMUNITY HOSPITAL 901 DAVIDSON ST NW ELKADER IA 52043 420818642 HEALTH CARE AND HOSPITAL SERVICES IA 501(C)(3) LINE 3 MERCY COMMUNITY HOSPITAL GROUP LLC 1 CATHOLIC HEALTH INITIATIVES - IOWA CORP 1111 6TH AVENUE DES MOINES IA 50314 420680448 HEALTH CARE AND HOSPITAL SERVICES IA 501(C)(3) LINE 3 CATHOLIC HEALTH INITIATIVES 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 MERCY HEALTH SERVICES - IOWA CORP Q 5414912 PER BOOKS WHEATON FRANCISCAN HEALTHCARE - IOWA INC Q 2088631 PER BOOKS CATHOLIC HEALTH INITIATIVES - IOWA CORP Q 6019611 PER BOOKS