2025-11-13T15:11:40-06:00 2024-12-31 990 2024-01-01 421477471 UNITYPOINT AT HOME UNIT 5152416161 1776 WEST LAKES PKWY SUITE 400 WEST DES MOINES IA 50266 MICHAEL WELSCH VP OPS, FIN, & REV CYCLE 5155573176 2025-11-03 0 2024 2025-03-06 01:10:19Z JENN OFELT 1776 WEST LAKES PKWY SUITE 400 WEST DES MOINES IA 50266 291503559 0 X HTTPS://WWW.UNITYPOINT.ORG (SEE SCH O) X 1998 IA IMPROVE THE HEALTH OF THE PEOPLE AND COMMUNITIES WE SERVE. 13 7 1484 270 875439 319411 1122294 1052628 267872597 282948461 1601891 2134478 1347241 181082 271944023 286316649 126395 125540 0 0 104696455 108263210 0 0 0 163824801 179786056 268647651 288174806 3296372 -1858157 95645964 95368838 26951644 27849283 68694320 67519555 X TO IMPROVE THE HEALTH OF OUR COMMUNITY THROUGH HEALING, CARING AND TEACHING. 0 0 253748594 125540 283157862 HEALTH CARE SERVICESUNITYPOINT AT HOME PROVIDES HOME HEALTH SERVICES FOR PEOPLE IN NEED WITH THE PURPOSE TO IMPROVE THE COMMUNITY'S OVERALL HEALTH AND ACCESS TO CARE. HIGHEST PRIORITY IS GIVEN TO LOW-INCOME INDIVIDUALS BUT SERVICES ARE AVAILABLE TO ALL RESIDENTS. ALL SERVICES ARE PROVIDED REGARDLESS OF AN INDIVIDUAL'S RACE, CREED, SEX, NATIONALITY, HANDICAP, AGE OR ABILITY TO COMPENSATE FOR SERVICES RENDERED. HOME HEALTH CARE SERVICES PROVIDED AND PEOPLE SERVED MAY INCLUDE BUT ARE NOT LIMITED TO: CASE MANAGEMENT, CERTIFIED NURSING, PRIVATE DUTY NURSING, PALLIATIVE CARE, HOSPICE, INFUSION SERVICES, HOME MEDICAL EQUIPMENT, MATERNAL HEALTH CLINICS, NURSING CARE, SUPPORT TO HIGH RISK NEW PARENTS AND NEWBORNS, PARENTING SUPPORT, CHILD HEALTH CLINICS, HEALTH MAINTENANCE VISITS AND SCREEENINGS, IMMUNIZATION CLINICS, SENIOR CITIZENS, DISABLED, ILL, HANDICAPPED AND TERMINALLY ILL. SERVICES MAY BE PROVIDED ON A ONE-TIME, INTERMITTENT, PART-TIME OR LONG-TERM BASIS. UNITYPOINT AT HOME MADE 319,466 HOME VISITS IN 2024. 791741 0 0 COMMUNITY BENEFITSUNITYPOINT AT HOME PROVIDES CHARITY CARE AND OTHER MEANS-TESTED PROGRAMS WITH THE GOAL OF IMPROVING THE COMMUNITY'S HEALTH AND ACCESS TO CARE. THIS INCLUDES PROVIDING HEALTH CARE SERVICES REGARDLESS OF A PATIENT'S INSURANCE COVERAGE OR FINANCIAL STATUS. CHARITY CARE AND PARTIAL TO FULL FINANCIAL ASSISTANCE IS PROVIDED TO PATIENTS ON A CASE-BY-CASE BASIS. CHARITY CARE WAS MADE AVAILABLE AT A VALUE OF $173,896 IN 2024. OFTENTIMES, UNITYPOINT AT HOME RECEIVES PAYMENTS FROM PAYORS OR PATIENTS THAT ARE LESS THAN ITS CHARGES FOR SERVICES. UNITYPOINT AT HOME PARTICIPATES IN MEDICAID AND OTHER GOVERNMENT-SPONSORED HEALTH CARE PROGRAMS. UNITYPOINT AT HOME'S NET COST OF PROVIDING CARE FOR WHICH IT RECEIVES PAYMENT BELOW ITS COSTS IS $617,845 FOR 2024. TOTAL CHARITY CARE AND MEANS-TESTED PROGRAMS REPORTED VALUE: $791,741. 254540335 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 X 0 0 1 1484 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 13 7 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 1 1 IL X X MICHAEL WELSCH VP OPS & REV CYCLE 5155573176 1776 WEST LAKES PKWY SUITE 400 WEST DES MOINES IA 50266 JANE ARNOLD BOARD MEMBER 1.00 40.00 X 0 385211 73645 LEANNE BURRACK TO 1124 BOARD MEMBER 1.00 1.00 X 0 0 0 DIANA EDWARDS MD BOARD CHAIR 1.00 40.00 X X 0 370926 47489 KEN FELZ MD BOARD MEMBER 1.00 40.00 X 0 7904 1495 DEBBIE FREIBURG BOARD MEMBER 1.00 1.00 X 0 0 0 LANCE HORBACH BOARD MEMBER 1.00 1.00 X 0 0 0 DEBRA JOHNSON BOARD MEMBER 1.00 1.00 X 0 0 0 ERIC NEVERMAN DO BOARD MEMBER 1.00 40.00 X 0 507200 29857 BRIAN SCOTT BOARD TREASURER/SECRETARY 1.00 1.00 X X 0 0 0 DEBRA SHRIVER BOARD MEMBER 1.00 1.00 X 0 0 0 ANDREA WHITE MD BOARD MEMBER 1.00 40.00 X 0 350956 27005 PATRICIA NEWLAND MD - BOARD MEMBER PRESIDENT - UNITYPOINT CLINIC 1.00 40.00 X X 0 793456 103744 TODD WENCK MD BOARD MEMBER 1.00 40.00 X 0 715779 46721 JENN OFELT CHIEF OPERATING OFFICER 40.00 0.00 X 445883 0 77006 MICHAEL WELSCH VP OPS, FIN, & REV CYCLE 40.00 0.00 X 286109 0 35281 KRISTA BISHOP VP HOSPICE 40.00 0.00 X 226157 0 35023 CHAD MENTELE DIRECTOR SPECIALTY PHARMACY 40.00 0.00 X 208158 0 50992 CHRISTINA PINKLEY VP HOME HEALTH 40.00 0.00 X 226738 0 25842 PATRICK REEVES VP HOME MEDICAL EQUIPMENT 40.00 0.00 X 175493 0 28497 ABBY RATZLAFF DIRECTOR INFUSION PHARMACY 40.00 0.00 X 211352 0 14778 TODD RICHARD TO 0624 VP PATIENT ACCESS 40.00 0.00 X 221625 0 19655 ELIZABETH SCHWARZ TO 0224 DIRECTOR HR 1.00 40.00 X 32852 263710 15078 MARISSA SMITH VP ACCREDIDATION & REG OFFICER 40.00 0.00 X 213695 0 39794 JENNIFER GEDDES RN CASE MGR HOSPICE 40.00 0.00 X 171956 3226 20446 TRACIE WALLEN RN CASE MGR HOSPICE 40.00 0.00 X 196775 343 32269 AMY LEISTER DIRECTOR CLINICAL EDUCATION 40.00 0.00 X 164933 0 21074 DIANNE SCHULTZ DIRECTOR CARE AT HOME SVCS 40.00 0.00 X 219580 0 6901 MAREN STEENSEN PHARMACY MANAGER 40.00 0.00 X 171401 0 29915 DAVID WILLIAMS MD TO 0420 FORMER SVP CHIEF CLINICAL OFFICER-UP 0.00 40.00 X 0 860742 7935 JESSICA MEISNER TO 0222 FMR VP HUMAN RESOURCES 0.00 40.00 X 0 699181 125092 3172707 4958634 915534 89 1 1 0 MEDEFIS INC PO BOX 5068 NEW YORK NY 10087 STAFFING AGENCY 1453706 PUTMAN INC PO BOX 310729 DES MOINES IA 50331 STAFFING AGENCY 1213393 HEALTH RECOVERY SOLUTIONS INC 50 HARRISON ST STE 310 HOBOKEN NJ 07030 SOFTWARE SERVICES 368741 HEALTH CAROUSEL LLC 4000 SMITH RD STE 410 CINCINNATI OH 45209 HEALTHCARE STAFFING 331897 DJO GLOBAL INC 2900 LAKE VISTA DR STE 200 LEWISVILLE TX 75067 MEDICAL SUPPLIES SERVICES 311733 23 638351 180000 234277 1052628 HOME HEALTH CARE SERV 624610 276968338 276239364 728974 MGMT & SUPPORT SVCS 561000 5395490 5395490 SUBS & JOINT VENTURES 900099 576808 430343 146465 RENTAL INCOME 531390 7800 7800 PUBLIC HEALTH PROGRAMS 900099 25 25 282948461 1376411 28319 1348092 5899632 45345 5160664 26246 738968 19099 758067 758067 MISCELLANEOUS 900099 122805 122805 SHARED SAVINGS REVENUE 900099 58277 58277 181082 286316649 282282423 875439 2106159 125540 125540 2576733 2576733 82454097 61901326 20552771 3062653 2299246 763407 14407985 10816605 3591380 5761742 4325552 1436190 12056207 12056207 31088 15016 16072 691606 641497 50109 6505476 5141670 1363806 20846 8387 12459 41469514 41115271 354243 -335915 -335915 3831257 1416047 2415210 3031852 2868853 162999 73695 36453 37242 644836 375031 269805 91631 91631 MEDICAL SUPPLIES 111448358 111442635 5723 MISCELLANEOUS EXPENSE 113742 202794 -89052 INCOME TAXES 111863 -3511 115374 288174806 254540335 33634471 0 12620511 8686330 10208201 5157893 19624708 25758797 2740995 3473011 11676725 13053413 600892 531246 14620115 9900215 5084187 4719900 24143566 25645280 4197493 4286244 4748686 4056724 95645964 95368838 15864022 16865969 235140 60428 -258124 -152313 11110606 11075199 26951644 27849283 X 65160033 63975326 3534287 3544229 68694320 67519555 95645964 95368838 X -1858157 673450 9942 X 0 1 X 1 0 X 4325088 654604 3188894 1122295 1052628 10343509 214857806 235028597 242384815 267062844 282073022 1241407084 1611053 1228168 1221179 1347241 181082 5588723 220793947 236911369 246794888 269532380 283306732 1257339316 0 0 0 1257339316 260115 814712 913459 1552210 1376411 4916907 260115 814712 913459 1552210 1376411 4916907 309015 303190 386283 227098 319411 1544997 221363077 238029271 248094630 271311688 285002554 1263801220 0.99490 0.99520 0.00390 0.00350 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3534287 869628 9942 869628 3544229 3262614 824686 271673 824686 3534287 3250704 680998 11910 680998 3262614 3167823 654604 82881 654604 3250704 2912682 527050 255142 527051 3167823 0.00000 0.14374 0.85626 0 1 1 160000 160000 6173455 3592953 2580502 7964895 6232562 1732333 321765 74700 247065 4719900 DUE TO AFFILIATES 3832972 SELF-INSURANCE RESERVE 1418087 HEALTH AND WELFARE BENEFITS RESERVE 1128961 LONG-TERM RETENTION INCENTIVES 470975 OPERATING LEASE LIABILITY 4231447 INCOME TAXES PAYABLE -7243 11075199 X 286940000 673450 10 673460 286266540 50109 50109 286316649 288341000 216303 216303 288124697 50109 50109 288174806 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 2021. 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 10. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES IN NET ASSETS WITHOUT RESTRICTION 215,915. ROUNDING 388. 1 IOWA HEALTH SYSTEM 1776 WEST LAKES PKWY WEST DES MOINES IA 50266 421435199 501(C)(3) 120000 0 PROGRAM SUPPORT 1 0 PART I, LINE 2: UNITYPOINT AT HOME REQUIRES EACH RECIPIENT OF THE GRANTS MENTIONED IN PARTS II & III (OTHER THAN ASSISTANCE TO RELATED ORGANIZATIONS IN THE FORM OF WORKING CAPITAL) TO APPLY FOR THE GRANT AND OUTLINES A SERIES OF ELIGIBILITY STANDARDS THAT ARE REQUIRED TO BE MET. UNITYPOINT AT HOME THEN REVIEWS THESE APPLICATIONS AND, BASED ON NEED AND ELIGIBILITY, A COMMITTEE MAKES THE FINAL DECISION ON ALL GRANT RECIPIENTS. 1 1 0 0 0 0 0 0 0 PATRICIA NEWLAND MD - BOARD MEMBER PRESIDENT - UNITYPOINT CLINIC 0 593994 0 182506 0 16956 0 77458 0 26286 0 897200 0 0 DAVID WILLIAMS MD TO 0420 FORMER SVP CHIEF CLINICAL OFFICER-UP 0 0 0 207269 0 653473 0 0 0 7935 0 868677 0 179828 JESSICA MEISNER TO 0222 FMR VP HUMAN RESOURCES 0 580151 0 111344 0 7686 0 105000 0 20092 0 824273 0 0 TODD WENCK MD BOARD MEMBER 0 706330 0 8120 0 1329 0 17250 0 29471 0 762500 0 0 ERIC NEVERMAN DO BOARD MEMBER 0 496265 0 10483 0 452 0 17250 0 12607 0 537057 0 0 JENN OFELT CHIEF OPERATING OFFICER 377539 0 64796 0 3548 0 55908 0 21098 0 522889 0 0 0 JANE ARNOLD BOARD MEMBER 0 319694 0 59472 0 6045 0 46581 0 27064 0 458856 0 0 DIANA EDWARDS MD BOARD CHAIR 0 339879 0 30660 0 387 0 17250 0 30239 0 418415 0 0 ANDREA WHITE MD BOARD MEMBER 0 341404 0 8448 0 1104 0 17118 0 9887 0 377961 0 0 MICHAEL WELSCH VP OPS, FIN, & REV CYCLE 235601 0 50448 0 60 0 14166 0 21115 0 321390 0 0 0 ELIZABETH SCHWARZ TO 0224 DIRECTOR HR 32702 226154 0 17888 150 19668 1635 13004 165 274 34652 276988 0 0 KRISTA BISHOP VP HOSPICE 183704 0 38628 0 3825 0 10021 0 25002 0 261180 0 0 0 CHAD MENTELE DIRECTOR SPECIALTY PHARMACY 193071 0 15000 0 87 0 11046 0 39946 0 259150 0 0 0 MARISSA SMITH VP ACCREDIDATION & REG OFFICER 175146 0 38296 0 253 0 10239 0 29555 0 253489 0 0 0 CHRISTINA PINKLEY VP HOME HEALTH 185094 0 38628 0 3016 0 10494 0 15348 0 252580 0 0 0 TODD RICHARD TO 0624 VP PATIENT ACCESS 83027 0 38649 0 99949 0 6225 0 13430 0 241280 0 0 0 TRACIE WALLEN RN CASE MGR HOSPICE 193587 303 3000 0 188 40 9978 16 22228 47 228981 406 0 0 DIANNE SCHULTZ DIRECTOR CARE AT HOME SVCS 91083 0 24517 0 103980 0 6415 0 486 0 226481 0 0 0 ABBY RATZLAFF DIRECTOR INFUSION PHARMACY 188512 0 19180 0 3660 0 10689 0 4089 0 226130 0 0 0 PATRICK REEVES VP HOME MEDICAL EQUIPMENT 143775 0 31580 0 138 0 9013 0 19484 0 203990 0 0 0 MAREN STEENSEN PHARMACY MANAGER 162841 0 8455 0 105 0 8789 0 21126 0 201316 0 0 0 JENNIFER GEDDES RN CASE MGR HOSPICE 168366 214 3500 3000 90 12 8712 162 11426 146 192094 3534 0 0 AMY LEISTER DIRECTOR CLINICAL EDUCATION 148813 0 15857 0 263 0 7781 0 13293 0 186007 0 0 0 PART I, LINES 4A-B SEVERANCE PAYMENTS: THE FOLLOWING INDIVIDUAL(S) RECEIVED SEVERANCE PAYMENTS DURING THE YEAR THAT WERE INCLUDED IN THEIR TAXABLE INCOME: TODD RICHARD $99,886, DIANNE SCHULTZ $91,083, AND DAVID WILLIAMS, MD $653,473. NONQUALIFIED RETIREMENT PLAN CONTRIBUTIONS: THE FOLLOWING INDIVIDUAL(S) PARTICIPATED IN AND RECEIVED CONTRIBUTIONS IN A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN: JANE ARNOLD $32,969, JESSICA MEISNER $87,750, PATRICIA NEWLAND $60,208, AND JENN OFELT $38,658. NONQUALIFIED RETIREMENT PLAN DISTRIBUTIONS: THE FOLLOWING INDIVIDUAL(S) PARTICIPATED IN AND RECEIVED PAYMENTS FROM A SUPPLEMENTAL NON-QUALIFIED PLAN: DAVID WILLIAMS, MD $207,269. PAYOUTS ARE MADE WITH VESTED FUNDS, AS ESTABLISHED BY PLAN DOCUMENTS. SCHEDULE J, PART I, LINE 3 - ESTABLISHING COMPENSATION 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. FORM 990, LINE J, WEBSITE: WWW.UNITYPOINT.ORG/FIND-A-SERVICE/HOME-CARE 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 6 IOWA HEALTH SYSTEM, A TAX-EXEMPT IOWA NONPROFIT CORPORATION, IS THE SOLE MEMBER. FORM 990, PART VI, SECTION A, LINE 7A THE SOLE MEMBER, IOWA HEALTH SYSTEM, HAS THE POWER TO NOMINATE AND APPOINT BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B THE SOLE MEMBER, IOWA HEALTH SYSTEM, HAS THE POWER TO APPROVE CHANGES IN ARTICLES AND BYLAWS, DISSOLUTIONS OR MERGERS, AND APPOINT BOARD OF DIRECTORS. AFFILIATE ORGANIZATIONS THAT HAVE TRANSFERRED HOME HEALTH OPERATIONS TO THE ORGANIZATION HAVE THE RIGHT TO NOMINATE AT LEAST ONE BOARD MEMBER, SUBJECT TO APPROVAL BY IOWA HEALTH SYSTEM. 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 2024 FOR THE FOLLOWING INDIVIDUALS: JANE ARNOLD, KRISTA BISHOP, PATRICIA NEWLAND, MD, JENNIFER OFELT, CHRISTY PINKLEY, PATRICK REEVES, MARISSA SMITH, AND MICHAEL WELSCH. 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 THE IOWA HEALTH SYSTEM, OUR PARENT ORGANIZATION, 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 XI, LINE 9: CHANGE IN BENEFICIAL INTEREST 9,942. 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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 400 CLINICS; 17 COMMUNITY NETWORK HOSPITALS; 13 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.