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UNITY HEALTHCARE: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
UNITY HEALTHCARE (EIN 42-0680337)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-13
IRS object ID
202523179349312067
Schema version
2024v5.2
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2025-11-13T20:54:08-06:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt
Return Type990ReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN420680337EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1UNITY HEALTHCAREBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlUNITBusinessNameControlTxt
Phone3097792200PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11518 MULBERRY AVENUEAddressLine1Txt
CityMUSCATINECityNm
State AbbreviationIAStateAbbreviationCd
ZIP52761ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDAVID DELLITTPersonNm
Person TitleMARKET CFOPersonTitleTxt
Phone3097795700PhoneNum
Signature2025-11-07SignatureDt
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

FieldValueIRS element (for citing)
Business Name Line1TRINITY MUSCATINEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Principal OfficerSHAWN MORROWPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11518 MULBERRY AVENUEAddressLine1Txt
CityMUSCATINECityNm
State AbbreviationIAStateAbbreviationCd
ZIP52761ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$77,410,469GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.UNITYPOINT.ORG (SEE SCH O)WebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1941FormationYr
Legal Domicile StateIALegalDomicileStateCd
Activity Or MissionIMPROVE THE HEALTH OF THE PEOPLE AND COMMUNITIES WE SERVE.ActivityOrMissionDesc
Voting Members Governing Body14VotingMembersGoverningBodyCnt
Voting Members Independent10VotingMembersIndependentCnt
Total Employee449TotalEmployeeCnt
Total Volunteers10TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,736,737PYContributionsGrantsAmt
CY Contributions Grants$2,327,940CYContributionsGrantsAmt
PY Program Service Revenue$63,689,759PYProgramServiceRevenueAmt
CY Program Service Revenue$70,001,758CYProgramServiceRevenueAmt
PY Investment Income$1,044,940PYInvestmentIncomeAmt
CY Investment Income$1,989,041CYInvestmentIncomeAmt
PY Other Revenue$1,482,940PYOtherRevenueAmt
CY Other Revenue$481,583CYOtherRevenueAmt
PY Total Revenue$67,954,376PYTotalRevenueAmt
CY Total Revenue$74,800,322CYTotalRevenueAmt
PY Grants And Similar Paid$1,305,528PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$1,706,274CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$33,267,219PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$34,093,440CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$22,737,688PYOtherExpensesAmt
CY Other Expenses$26,227,607CYOtherExpensesAmt
PY Total Expenses$57,310,435PYTotalExpensesAmt
CY Total Expenses$62,027,321CYTotalExpensesAmt
PY Revenues Less Expenses$10,643,941PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$12,773,001CYRevenuesLessExpensesAmt
Total Assets BOY$78,044,894TotalAssetsBOYAmt
Total Assets EOY$89,283,861TotalAssetsEOYAmt
Total Liabilities BOY$27,445,366TotalLiabilitiesBOYAmt
Total Liabilities EOY$25,428,803TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$50,599,528NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$63,855,058NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE MISSION OF TRINITY-MUSCATINE IS TO IMPROVE THE HEALTH OF THE PEOPLE AND COMMUNITIES WE SERVE.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$57,923,231ExpenseAmt
Grant$1,706,274GrantAmt
Revenue$70,256,831RevenueAmt
DescHEALTH-CARE SERVICESUNITY HEALTHCARE IS AN IMPORTANT ELEMENT OF THE HEALTH-CARE DELIVERY SYSTEM THAT THE MUSCATINE COMMUNITIES RELY ON EVERY DAY. IT IS COMMITTED TO PROVIDING QUALITY HEALTH CARE AND TO USING ITS RESOURCES TO THE GREATEST COMMUNITY BENEFIT. UNITY HEALTHCARE PROVIDES INPATIENT AND OUTPATIENT MEDICAL SERVICES TO TREAT INDIVIDUALS WITH DISEASES, ILLNESS AND INJURIES WITH VARYING COMPLEXITIES. IT PROVIDES SERVICES TO IMPROVE THE HEALTH OF PATIENTS AND TO BETTER THEIR QUALITY OF LIFE. ALL SERVICES ARE PROVIDED REGARDLESS OF AN INDIVIDUAL'S RACE, CREED, SEX, NATIONALITY, HANDICAP, AGE OR ABILITY TO COMPENSATE FOR SERVICES RENDERED. THESE INCLUDE, BUT ARE NOT LIMITED TO, GENERAL ACUTE CARE, SURGERIES, INTENSIVE CARE AND CRITICAL CARE, ONCOLOGY, MATERNAL/CHILD CARE, LABORATORY, PHARMACEUTICAL DRUGS, EMERGENCY SERVICES, OUTPATIENT CLINICS, CHECK-UPS AND RADIOLOGY. SOME OF THE SERVICES PROVIDED DO NOT GENERATE ENOUGH INCOME TO OFFSET THEIR COST. IN THE FISCAL PERIOD ENDED DECEMBER 31, 2024, UNITY HEALTHCARE ADMITTED 977 PATIENTS RESULTING IN A TOTAL OF 2,895 PATIENT DAYS. OUTPATIENT VISITS TOTALED 70,775 AND TOTAL OUTPATIENT SURGERY REGISTRATIONS FOR THE SAME PERIOD WERE 658. THERE WERE ALSO 15,573 EMERGENCY ROOM VISITS.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$1,860,224ExpenseAmt
Grant$0GrantAmt
Revenue$0RevenueAmt
DescCOMMUNITY BENEFIT, INCLUDING CHARITY CARECHARITY CARE AND MEANS-TESTED PROGRAMS: UNITY HEALTHCARE PROVIDES CHARITY CARE AND OTHER MEANS-TESTED PROGRAMS WITH THE GOAL TO IMPROVE THE COMMUNITY'S OVERALL HEALTH AND ACCESS TO CARE. THIS INCLUDES HEALTH-CARE SERVICES REGARDLESS OF THE 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 $490,327 IN 2024. OFTENTIMES, UNITY HEALTHCARE RECEIVES PAYMENTS FROM PAYORS OR PATIENTS THAT ARE LESS THAN IT CHARGES FOR SERVICES. UNITY HEALTHCARE PARTICIPATES IN MEDICAID AND OTHER GOVERNMENT-SPONSORED HEALTH-CARE PROGRAMS. TOTAL CHARITY CARE AND MEANS-TESTED PROGRAMS REPORTED VALUE: $480,628.OTHER BENEFITS: UNITY HEALTHCARE 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; CONTINUING EDUCATION FOR HEALTH PROFESSIONALS; SUBSIDIZED HEALTH SERVICES; RESEARCH; AND CASH AND IN-KIND CONTRIBUTIONS TO COMMUNITY GROUPS. UNITY HEALTHCARE COLLABORATES WITH OTHER HOSPITALS, CHURCHES, SCHOOLS, CHAMBERS OF COMMERCE AND DAYCARE CENTERS TO IMPROVE COMMUNITY HEALTH AND EXPAND ACCESS TO HEALTH CARE. UNITY HEALTHCARE HAS DEDICATED STAFF TO ASSIST COMMUNITY BENEFIT EFFORTS. TOTAL OTHER BENEFITS REPORTED VALUE: $1,379,596.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$59,783,455TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate HospitalYes (1)OperateHospitalInd
Audited Financial Stmt AttYes (1)AuditedFinancialStmtAttInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt BondsYes (1)TaxExemptBondsInd
Invest Tax Exempt Bonds0InvestTaxExemptBondsInd
Escrow Account0EscrowAccountInd
On Behalf Of Issuer0OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org MemYes (1)BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control Ent0TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee449EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members14GoverningBodyVotingMembersCnt
Independent Voting Member10IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DAVID DELLITT MARKET CFOBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3097792200PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12701 17TH STAddressLine1Txt
CityROCK ISLANDCityNm
State AbbreviationILStateAbbreviationCd
ZIP61201ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (24 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
ROSY AVALOS-EICHELBERGER
BOARD MEMBER1.000.00Yes (X)$0$0$0
CLINT CHRISTOPHER
BOARD MEMBER1.000.00Yes (X)$0$0$0
TONI ELLER OD
BOARD MEMBER1.001.00Yes (X)$0$0$0
TROY FRIDLEY
BOARD CHAIR1.000.00Yes (X)$0$0$0Yes (X)
JIMMY KENT FR 0224
BOARD MEMBER1.000.00Yes (X)$0$0$0
SHAWN MORROW
BOARD MEMBER/MARKET PRESIDENT1.0040.00Yes (X)$0$473,990$90,939Yes (X)
HEIDI PARKHURST
BOARD MEMBER1.001.00Yes (X)$0$0$0
MARK PETERSON
BOARD VICE CHAIR1.000.00Yes (X)$0$0$0Yes (X)
BENJAMIN POHL PA-C
BOARD MEMBER40.000.00Yes (X)$195,676$0$16,720
CHARLA SCHAFER
BOARD MEMBER1.000.00Yes (X)$0$0$0
MARIA-TERESA GALOSO MD
BOARD MEMBER1.0040.00Yes (X)$0$25,585$1,267
CANDACE TERRILL
BOARD TREASURER1.000.00Yes (X)$0$0$0Yes (X)
ROBERT WEIS MD
BOARD MEMBER1.0040.00Yes (X)$0$82,127$4,094
CAROL WEBB TO 824
BOARD MEMBER1.000.00Yes (X)$0$0$0
DAVID DELLITT FR 324
MARKET CFO1.0040.00$0$329,520$24,368Yes (X)
KATHERINE MARCHIK TO 124
SR VP FINANCE/CFO1.0040.00$0$895,574$21,390Yes (X)
RHONDA SOWARDS MD
MEDICAL DIRECTOR40.001.00$0$706,170$44,428Yes (X)
TOYOSI OLUTADE MD
MARKET CHIEF MEDICAL OFFICER1.0040.00$0$848,073$44,736Yes (X)
KATHRYN HOPPE NP
NURSE PRACTITIONER40.000.00$303,849$0$39,616Yes (X)
RACHEL CREAMER ARNP
NURSE PRACTITIONER40.000.00$209,460$0$22,013Yes (X)
LAUREL SHARAR
CT TECHNOLOGIST40.000.00$207,335$0$19,454Yes (X)
JENNY OLSON DNP
NURSE PRACTITIONER40.000.00$213,290$0$42,200Yes (X)
JASON THORNBURG PA-C
PHYSICIANS ASSISTANT40.000.00$279,608$0$19,999Yes (X)
ROBERT ERICKSON
FORMER PRESIDENT/CEO0.000.00$0$538,601$11,024Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$1,409,218TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$3,899,640TotReportableCompRltdOrgAmt
Total Other Compensation$402,248TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K31IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (1)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
AMN HEALTHCARE
2999 OLYMPUS BLVD SUITE 500COPPELLTX75019HEALTHCARE STAFFING$1,018,417
ARAMARK SERVICES INC
27310 NETWORK PLACECHICAGOIL60673FOOD & FACILITY SVCS$533,817
CENTENNIAL CONTRACTORS
1505 46TH AVEMOLINEIL61265CONSTRUCTION SERVICES$301,000
JIM GIESE COMMERCIAL ROOFING
10410 SILVERWOOD DRDUBUQUEIA52003CONSTRUCTION SERVICES$215,735
CR LANDSCAPING
812 GRANDVIEW DRMUSCATINEIA52761LANDSCAPING SERVICES$147,928
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K11CntrctRcvdGreaterThan100KCnt
Related Organizations$917,080RelatedOrganizationsAmt
Government Grants$1,396,660GovernmentGrantsAmt
All Other Contributions$14,200AllOtherContributionsAmt
Total Contributions$2,327,940TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
NET PATIENT REVENUE900099$69,633,459$69,633,459
MGMT & SUPPORT SVCS561000$192,480$192,480
RENTAL INCOME531390$175,819$175,819
FieldValueIRS element (for citing)
Total Program Service Revenue$70,001,758TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,341,538TotalRevenueColumnAmt
Related Or Exempt Func Income$46RelatedOrExemptFuncIncomeAmt
Exclusion$1,341,492ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$3,257,650SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$2,548,507SecuritiesAmt
Other$61,640OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$709,143SecuritiesAmt
Other-$61,640OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$647,503TotalRevenueColumnAmt
Exclusion$647,503ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtExclusionExclusionAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
CAFETERIA/FOOD SVCS722210$226,556$226,556
MISCELLANEOUS900099$221,577$221,577
SHARED SAVINGS REVENUE900099$33,450$33,450
FieldValueIRS element (for citing)
Other Revenue Total$481,583OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$74,800,322TotalRevenueColumnAmt
Related Or Exempt Func Income$70,256,831RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$2,215,551ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$1,706,274TotalAmt
Program Services$1,706,274ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$212,396TotalAmt
Program Services$212,396ProgramServicesAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$152,509TotalAmt
Program Services$152,509ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$27,819,778TotalAmt
Program Services$26,088,017ProgramServicesAmt
Management And General$1,731,761ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$876,684TotalAmt
Program Services$822,111ProgramServicesAmt
Management And General$54,573ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$3,374,851TotalAmt
Program Services$3,164,769ProgramServicesAmt
Management And General$210,082ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$1,657,222TotalAmt
Program Services$1,554,061ProgramServicesAmt
Management And General$103,161ManagementAndGeneralAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$7,821,006TotalAmt
Program Services$7,821,006ProgramServicesAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$70,922TotalAmt
Program Services$57,917ProgramServicesAmt
Management And General$13,005ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$735TotalAmt
Management And General$735ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$107,499TotalAmt
Program Services$72,918ProgramServicesAmt
Management And General$34,581ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$6,001,517TotalAmt
Program Services$5,969,317ProgramServicesAmt
Management And General$32,200ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$11,420TotalAmt
Program Services$1,431ProgramServicesAmt
Management And General$9,989ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$486,717TotalAmt
Program Services$481,109ProgramServicesAmt
Management And General$5,608ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$2,038,670TotalAmt
Program Services$2,038,670ProgramServicesAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$60,049TotalAmt
Program Services$56,591ProgramServicesAmt
Management And General$3,458ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$2,095TotalAmt
Program Services$1,237ProgramServicesAmt
Management And General$858ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$706,815TotalAmt
Program Services$706,815ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$1,866,313TotalAmt
Program Services$1,859,123ProgramServicesAmt
Management And General$7,190ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$434,419TotalAmt
Program Services$434,419ProgramServicesAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
MEDICAL SUPPLIES$6,574,290$6,571,870$2,420
MISCELLANEOUS EXPENSE$45,140$10,895$34,245

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$62,027,321TotalAmt
Program Services$59,783,455ProgramServicesAmt
Management And General$2,243,866ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$9,829,257BOYAmt
EOY$16,092,745EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$8,368,089BOYAmt
EOY$9,513,895EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$7,222,549BOYAmt
EOY$8,163,728EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$6,599,932BOYAmt
EOY$2,314,936EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$1,150,020BOYAmt
EOY$1,114,877EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$69,461BOYAmt
EOY$159,140EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$77,699,517LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$50,244,535LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$27,013,785BOYAmt
EOY$27,454,982EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$17,791,801BOYAmt
EOY$24,469,558EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$78,044,894BOYAmt
EOY$89,283,861EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$3,192,618BOYAmt
EOY$3,614,279EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$35,210BOYAmt
EOY$60,684EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,900,000BOYAmt
EOY$1,700,000EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$141,843BOYAmt
EOY$28,866EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
EOY$273,279EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$22,175,695BOYAmt
EOY$19,751,695EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$27,445,366BOYAmt
EOY$25,428,803EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$50,585,707BOYAmt
EOY$63,841,237EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$13,821BOYAmt
EOY$13,821EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$50,599,528BOYAmt
EOY$63,855,058EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$78,044,894BOYAmt
EOY$89,283,861EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$12,773,001ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$482,529NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

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

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
HospitalYes (X)HospitalInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

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

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$12,723,163BeginningYearBalanceAmt
Contributions$412ContributionsAmt
Investment Earnings Or Losses$1,195,517InvestmentEarningsOrLossesAmt
Administrative Expenses$36,148AdministrativeExpensesAmt
End Year Balance$13,882,944EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$11,740,231BeginningYearBalanceAmt
Investment Earnings Or Losses$1,021,019InvestmentEarningsOrLossesAmt
Administrative Expenses$38,087AdministrativeExpensesAmt
End Year Balance$12,723,163EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$12,601,246BeginningYearBalanceAmt
Investment Earnings Or Losses-$822,743InvestmentEarningsOrLossesAmt
Administrative Expenses$38,272AdministrativeExpensesAmt
End Year Balance$11,740,231EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$11,146,962BeginningYearBalanceAmt
Investment Earnings Or Losses$1,489,320InvestmentEarningsOrLossesAmt
Administrative Expenses$35,036AdministrativeExpensesAmt
End Year Balance$12,601,246EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$10,324,907BeginningYearBalanceAmt
Investment Earnings Or Losses$853,622InvestmentEarningsOrLossesAmt
Administrative Expenses$31,567AdministrativeExpensesAmt
End Year Balance$11,146,962EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY1.00000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.00000PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.00000TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgYes (1)EndowmentsHeldRelatedOrgInd
Related Org List Sch RYes (1)RelatedOrgListSchRInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$911,600OtherCostOrOtherBasisAmt
Book Value$911,600BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$49,763,278OtherCostOrOtherBasisAmt
Depreciation$28,254,246DepreciationAmt
Book Value$21,509,032BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,240,850OtherCostOrOtherBasisAmt
Depreciation$1,823,824DepreciationAmt
Book Value$417,026BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$22,986,169OtherCostOrOtherBasisAmt
Depreciation$19,760,603DepreciationAmt
Book Value$3,225,566BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,797,620OtherCostOrOtherBasisAmt
Depreciation$405,862DepreciationAmt
Book Value$1,391,758BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$27,454,982TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)

DescDescAmtAmt
DUE TO AFFILIATES$16,353,875
SELF-INSURANCE RESERVE$2,379,410
HEALTH AND WELFARE BENEFITS RESERVE$210,203
LONG-TERM RETENTION INCENTIVES$480,036
MISCELLANEOUS LIABILITY$328,171
FieldValueIRS element (for citing)
Total Liability$19,751,695TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$74,332,000TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$482,529NetUnrealizedGainsInvstAmt
Other Revenue$810OtherRevenueAmt
Revenue Not Reported$483,339RevenueNotReportedAmt
Revenue Subtotal$73,848,661RevenueSubtotalAmt
Investment Expenses Not Incld$34,581InvestmentExpensesNotIncldAmt
Other Revenues Not Included$917,080OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$951,661RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$74,800,322TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$60,333,000TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$239OtherExpensesIncludedAmt
Expenses Not Reported$239ExpensesNotReportedAmt
Expenses Subtotal$60,332,761ExpensesSubtotalAmt
Investment Expenses Not Incld2$34,581InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$1,659,979OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$1,694,560ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$62,027,321TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, LINE 4:THE ORGANIZATION RETAINS FUNDS FOR INTENDED FUTURE USES, INCLUDING PURCHASE OF EQUIPMENT, INDIGENT CARE, FUNDING OF MISSION RELATED OPERATIONS, AND HEALTH EDUCATION. IN ADDITION, SOME FUNDS ARE HELD FOR INVESTMENT IN PERPETUITY.
PART X, LINE 2:UNITYPOINT HEALTH AND MOST OF ITS SUBSIDIARIES ARE CLASSIFIED AS TAX-EXEMPT ORGANIZATIONS AS DESCRIBED IN SECTIONS 501(C)(3) AND 501(C)(2) OF THE INTERNAL REVENUE CODE (THE CODE). TAX-EXEMPT ORGANIZATIONS ARE NOT SUBJECT TO FEDERAL AND STATE INCOME TAXES ON RELATED INCOME, PURSUANT TO SECTION 501(A) OF THE CODE. THESE ORGANIZATIONS ARE SUBJECT TO FEDERAL AND STATE INCOME TAXES TO THE EXTENT THEY HAVE UNRELATED BUSINESS INCOME AS DESCRIBED UNDER PROVISIONS OF SECTION 511 OF THE CODE. THE SYSTEM FILES FORM 990 FOR SUBSTANTIALLY ALL OF ITS OPERATING ENTITIES IN THE U.S. FEDERAL JURISDICTION AND IS NO LONGER SUBJECT TO EXAMINATION BY TAX AUTHORITIES FOR THE YEARS BEFORE 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 810.
PART XI, LINE 4B - OTHER ADJUSTMENTS:REVENUES IN NET ASSETS WITHOUT DONOR RESTRICTIONS 917,080.
PART XII, LINE 2D - OTHER ADJUSTMENTS:ROUNDING 239.
PART XII, LINE 4B - OTHER ADJUSTMENTS:EXPENSES IN NET ASSETS WITHOUT DONOR RESTRICTIONS 1,659,979.

Schedule H IRS990ScheduleH

FieldValueIRS element (for citing)
Financial Assistance PolicyYes (1)FinancialAssistancePolicyInd
Written PolicyYes (1)WrittenPolicyInd
All Hospitals PolicyYes (X)AllHospitalsPolicyInd
FPG Reference Free CareYes (1)FPGReferenceFreeCareInd
Percent200Yes (X)Percent200Ind
FPG Reference Discounted CareYes (1)FPGReferenceDiscountedCareInd

Discounted Care Oth Percentage DiscountedCareOthPercentageGrp

FieldValueIRS element (for citing)
OtherYes (X)OtherInd
Discounted Care Other600.000000000000DiscountedCareOtherPct
FieldValueIRS element (for citing)
Free Care Medically IndigentYes (1)FreeCareMedicallyIndigentInd
Financial Assistance BudgetYes (1)FinancialAssistanceBudgetInd
Expenses Exceed Budget0ExpensesExceedBudgetInd
Annual Community Bnft ReportYes (1)AnnualCommunityBnftReportInd
Report Publically AvailableYes (1)ReportPublicallyAvailableInd

Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp

FieldValueIRS element (for citing)
Total Community Benefit Expns$480,628TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$480,628NetCommunityBenefitExpnsAmt
Total Expense0.00770TotalExpensePct

Unreimbursed Medicaid UnreimbursedMedicaidGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$12,275,840TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$17,713,890DirectOffsettingRevenueAmt
Net Community Benefit Expns$0NetCommunityBenefitExpnsAmt
Total Expense0.00000TotalExpensePct

Total Financial Assistance Typ TotalFinancialAssistanceTyp

FieldValueIRS element (for citing)
Total Community Benefit Expns$12,756,468TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$17,713,890DirectOffsettingRevenueAmt
Net Community Benefit Expns$480,628NetCommunityBenefitExpnsAmt
Total Expense0.00770TotalExpensePct

Community Health Services CommunityHealthServicesGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$1,974,117TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$1,461,365DirectOffsettingRevenueAmt
Net Community Benefit Expns$512,752NetCommunityBenefitExpnsAmt
Total Expense0.00830TotalExpensePct

Subsidized Health Services SubsidizedHealthServicesGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$866,844TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$866,844NetCommunityBenefitExpnsAmt
Total Expense0.01400TotalExpensePct

Total Other Benefits TotalOtherBenefitsGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$2,840,961TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$1,461,365DirectOffsettingRevenueAmt
Net Community Benefit Expns$1,379,596NetCommunityBenefitExpnsAmt
Total Expense0.02230TotalExpensePct

Total Community Benefits TotalCommunityBenefitsGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$15,597,429TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$19,175,255DirectOffsettingRevenueAmt
Net Community Benefit Expns$1,860,224NetCommunityBenefitExpnsAmt
Total Expense0.03000TotalExpensePct

Economic Development EconomicDevelopmentGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$37,011TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$37,011NetCommunityBenefitExpnsAmt
Total Expense0.00060TotalExpensePct

Community Support CommunitySupportGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$25,421TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$25,421NetCommunityBenefitExpnsAmt
Total Expense0.00040TotalExpensePct

Total Communtity Building Acty TotalCommuntityBuildingActyGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$62,432TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$62,432NetCommunityBenefitExpnsAmt
Total Expense0.00100TotalExpensePct
FieldValueIRS element (for citing)
Bad Debt Expense Reported0BadDebtExpenseReportedInd
Bad Debt Expense$1,262,052BadDebtExpenseAmt
Bad Debt Expense Attributable$0BadDebtExpenseAttributableAmt
Reimbursed By Medicare$11,268,473ReimbursedByMedicareAmt
Cost Of Care Reimbursed By Medcr$8,795,398CostOfCareReimbursedByMedcrAmt
Medicare Surplus Or Shortfall$2,473,075MedicareSurplusOrShortfallAmt

Costing Methodology Used CostingMethodologyUsedGrp

FieldValueIRS element (for citing)
Cost To Charge RatioYes (X)CostToChargeRatioInd
FieldValueIRS element (for citing)
Written Debt Collection PolicyYes (1)WrittenDebtCollectionPolicyInd
Financial Assistance PrvsnYes (1)FinancialAssistancePrvsnInd
Hospital Facilities1HospitalFacilitiesCnt

Hospital Facilities HospitalFacilitiesGrp

FieldValueIRS element (for citing)
Facility1FacilityNum

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1TRINITY MUSCATINEBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11518 MULBERRY AVENUEAddressLine1Txt
CityMUSCATINECityNm
State AbbreviationIAStateAbbreviationCd
ZIP52761ZIPCd
FieldValueIRS element (for citing)
Website AddressWWW.UNITYPOINT.ORG/QUADCITIES/TRINITY-WebsiteAddressTxt
State License700005HStateLicenseNum
Licensed HospitalYes (X)LicensedHospitalInd
General Medical And SurgicalYes (X)GeneralMedicalAndSurgicalInd
Emergency Room24 HrsYes (X)EmergencyRoom24HrsInd

Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp

Hospital Facility Name HospitalFacilityName

FieldValueIRS element (for citing)
Business Name Line1TRINITY MUSCATINEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Facility1FacilityNum
First Licensed CY Or PY0FirstLicensedCYOrPYInd
Tax Exempt Hospital CY Or PY0TaxExemptHospitalCYOrPYInd
CHNA ConductedYes (1)CHNAConductedInd
Community DefinitionYes (X)CommunityDefinitionInd
Community DemographicsYes (X)CommunityDemographicsInd
Existing ResourcesYes (X)ExistingResourcesInd
How Data ObtainedYes (X)HowDataObtainedInd
Community Health NeedsYes (X)CommunityHealthNeedsInd
Other Health IssuesYes (X)OtherHealthIssuesInd
Community Hlth Needs Id ProcessYes (X)CommunityHlthNeedsIdProcessInd
Consulting ProcessYes (X)ConsultingProcessInd
Prior CHNA ImpactYes (X)PriorCHNAImpactInd
CHNA Conducted24CHNAConductedYr
Take Into Account Others InputYes (1)TakeIntoAccountOthersInputInd
CHNA Conducted With Other FcltsYes (1)CHNAConductedWithOtherFcltsInd
CHNA Conducted With Non FcltsYes (1)CHNAConductedWithNonFcltsInd
CHNA Report Widely AvailableYes (1)CHNAReportWidelyAvailableInd
Rpt Available On Own WebsiteYes (X)RptAvailableOnOwnWebsiteInd
Own Website URLSEE PART V, PAGE 8OwnWebsiteURLTxt
Other WebsiteYes (X)OtherWebsiteInd
Other Website URLWWW.QUADCITIES.HEALTHFORECAST.NETOtherWebsiteURLTxt
Paper Copy Public InspectionYes (X)PaperCopyPublicInspectionInd
Implementation Strategy AdoptYes (1)ImplementationStrategyAdoptInd
Implementation Strategy Adpt24ImplementationStrategyAdptYr
Strategy Posted WebsiteYes (1)StrategyPostedWebsiteInd
Strategy Website URLSEE PART V, PAGE 8StrategyWebsiteURLTxt
Organization Incur Excise Tax0OrganizationIncurExciseTaxInd
Elig Criteria ExplainedYes (1)EligCriteriaExplainedInd
FPG Family Incm Lmt Free DscntYes (X)FPGFamilyIncmLmtFreeDscntInd
FPG Family Incm Lmt Free Care200.000000000000FPGFamilyIncmLmtFreeCarePct
FPG Family Incm Lmt Dscnt Care600.000000000000FPGFamilyIncmLmtDscntCarePct
Asset Level CriteriaYes (X)AssetLevelCriteriaInd
Medical Indigency CriteriaYes (X)MedicalIndigencyCriteriaInd
Insurance Status CriteriaYes (X)InsuranceStatusCriteriaInd
Underinsurance Stat CriteriaYes (X)UnderinsuranceStatCriteriaInd
Residency CriteriaYes (X)ResidencyCriteriaInd
Other CriteriaYes (X)OtherCriteriaInd
Explained BasisYes (1)ExplainedBasisInd
App Financial Asst ExplnYes (1)AppFinancialAsstExplnInd
Described InfoYes (X)DescribedInfoInd
Described Suprt DocYes (X)DescribedSuprtDocInd
Provided Hospital ContactYes (X)ProvidedHospitalContactInd
Provided Nonprofit ContactYes (X)ProvidedNonprofitContactInd
Other MethodYes (X)OtherMethodInd
Includes Publicity MeasuresYes (1)IncludesPublicityMeasuresInd
FAP Available On WebsiteYes (X)FAPAvailableOnWebsiteInd
FAP Available On Website URLSEE PART V, PAGE 8FAPAvailableOnWebsiteURLTxt
FAP App Available On WebsiteYes (X)FAPAppAvailableOnWebsiteInd
FAP App Available On Website URLSEE PART V, PAGE 8FAPAppAvailableOnWebsiteURLTxt
FAP Summary On WebsiteYes (X)FAPSummaryOnWebsiteInd
FAP Summary On Website URLSEE PART V, PAGE 8FAPSummaryOnWebsiteURLTxt
FAP Avlbl On Request No ChargeYes (X)FAPAvlblOnRequestNoChargeInd
FAP App Avlbl On Request No ChrgYes (X)FAPAppAvlblOnRequestNoChrgInd
FAP Sum Avlbl On Request No ChrgYes (X)FAPSumAvlblOnRequestNoChrgInd
Notified FAP Copy Bill DisplayYes (X)NotifiedFAPCopyBillDisplayInd
Communtity Notified FAPYes (X)CommuntityNotifiedFAPInd
FAP TranslatedYes (X)FAPTranslatedInd
FAP Actions On NonpaymentYes (1)FAPActionsOnNonpaymentInd
Permit No ActionsYes (X)PermitNoActionsInd
Collection Activities0CollectionActivitiesInd
Provided Written NoticeYes (X)ProvidedWrittenNoticeInd
Made Effort Orally NotifyYes (X)MadeEffortOrallyNotifyInd
Processed FAP ApplicationYes (X)ProcessedFAPApplicationInd
Made Presumptive Elig DetermYes (X)MadePresumptiveEligDetermInd
Nondis Emergency Care PolicyYes (1)NondisEmergencyCarePolicyInd
Look Back Medicare PrivateYes (X)LookBackMedicarePrivateInd
Amounts Generally Billed0AmountsGenerallyBilledInd
Gross Charges0GrossChargesInd

Supplemental Information SupplementalInformationGrp (10 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
TRINITY MUSCATINEPART V, SECTION B, LINE 5: THIS ASSESSMENT INCORPORATES DATA FROM MULTIPLE SOURCES, INCLUDING PRIMARY RESEARCH (THROUGH THE PRC COMMUNITY HEALTH SURVEY), AS WELL AS SECONDARY RESEARCH (VITAL STATISTICS AND OTHER EXISTING HEALTH-RELATED DATA). IT ALSO ALLOWS FOR TRENDING AND COMPARISON TO BENCHMARK DATA AT THE STATE AND NATIONAL LEVELS. SELECT OPERATIONS DATA FROM LOCAL PROVIDERS ALSO WERE SUMMARIZED. QUALITATIVE DATA ON COMMUNITY HEALTH CONCERNS WAS ALSO COLLECTED AND ANALYZED FROM OUR BI-STATE STEERING COMMITTEE, STAKEHOLDERS, AND THROUGH 16 FOCUS GROUPS REACHING 141 INDIVIDUALS FROM 15 SUB-POPULATIONS.
TRINITY MUSCATINEPART V, SECTION B, LINE 6A: MERCYONE GENESIS AND UNITYPOINT HEALTH TRINITY MEDICAL CENTER
TRINITY MUSCATINEPART V, SECTION B, LINE 6B: COMMUNITY HEALTH CARE, INC., QUAD CITY HEALTH INITIATIVE, ROCK ISLAND COUNTY HEALTH DEPARTMENT, SCOTT COUNTY HEALTH DEPARTMENT AND TRINITY MUSCATINE PUBLIC HEALTH
TRINITY MUSCATINEPART V, SECTION B, LINE 11: UNITYPOINT HEALTH TRINITY AND ITS HOSPITALS CONDUCTED ITS LAST JOINT CHNA WITH COMMUNITY PARTNERS IN 2021 AND REVIEWED THE HEALTH PRIORITIES IDENTIFIED THROUGH THAT ASSESSMENT. TAKING INTO ACCOUNT THE TOP-IDENTIFIED NEEDS AS WELL AS HOSPITAL RESOURCES AND OVERALL ALIGNMENT WITH THE HOSPITAL'S MISSION, GOALS AND STRATEGIC PRIORITIES IT WAS DETERMINED AT THAT TIME THAT UNITYPOINT HEALTH - TRINITY WOULD FOCUS ON DEVELOPING AND/OR SUPPORTING STRATEGIES AND INITIATIVES TO IMPROVE. STRATEGIES FOR ADDRESSING THESE NEEDS WERE OUTLINED IN UNITYPOINT HEALTH TRINITY'S COMMUNITY HEALTH IMPROVEMENT PLAN. PURSUANT TO IRS REQUIREMENTS, THE FOLLOWING SECTIONS PROVIDE AN EVALUATION OF THE IMPACT OF THE ACTIONS TAKEN BY UNITYPOINT HEALTH TRINITY TO ADDRESS THESE SIGNIFICANT HEALTH NEEDS IN OUR COMMUNITY:1. HEALTHY LIFESTYLES (HEART DISEASE & STROKE; DIABETES; NUTRITION, PHYSICAL ACTIVITY & WEIGHT)-PARTICIPATED IN THE QUAD CITIES BLACK BUSINESS EXPO AND HEALTH FAIR. PROVIDED SCREENINGS AND EDUCATION ON BLOOD PRESSURE, COOKING WITH HEART, AND DIABETES. 650 COMMUNITY MEMBERS ATTENDED THE EVENT.-HOSTED (9) 4-WEEK CLASSES OF COOKING WITH HEART FOR DIABETES WITH 330 PARTICIPANTS AND (12) 4-WEEK CLASSES OF COOKING WITH HEART FOUNDATIONAL WITH 346 PARTICIPANTS.-HOSTED THE ANNUAL V.R. ALLA SYMPOSIUM IN 2022-2023, WHICH PROVIDES SCREENINGS AND EDUCATION ON BLOOD PRESSURE, CARDIAC, DIABETES, AND KIDNEY HEALTH. MORE THAN 200 PEOPLE PARTICIPATED.-PROVIDED HEART-TO-HEART EDUCATIONAL PRESENTATIONS FOCUSED ON A VARIETY OF HEALTH CONCERNS WITH MORE THAN 500 PEOPLE SERVED.-A LIFE SKILLS WORKSHOP WAS HELD QUARTERLY THAT FOCUSES ON EATING FOR HEART HEALTH TARGETING A LOCAL SHELTER HOUSING MEN WHO ARE EXPERIENCING HOMELESSNESS. MORE THAN 100 PARTICIPANTS ATTENDED.-A WINTER WELLNESS FAIR TARGETING PEOPLE WHO ARE EXPERIENCING HOMELESSNESS WHERE BLOOD PRESSURES WERE TAKEN AND COLON SCREENING KITS WERE OFFERED.-HEART HEALTH EDUCATION AT THE MARTIN LUTHER KING CENTER WHERE UNITYPOINT HEALTH EMPLOYEES ENGAGED WITH COMMUNITY MEMBERS AND EDUCATED 110 PEOPLE ON HEART HEALTH.-5 LIFE SKILLS WORKSHOPS WERE HELD SERVING 18 TO 25 PEOPLE EACH. WORKSHOPS FOCUSED ON HEART HEALTH, PLANT-BASED DIET, AND BREATHING TECHNIQUES FOR STRESS MANAGEMENT.-7,000 MEALS WERE DISTRIBUTED FOR THANKSGIVING 2022-2023 AT THE MARTIN LUTHER KING CENTER, SPONSORED BY UNITYPOINT HEALTH - TRINITY2. MENTAL/BEHAVIORAL HEALTH AND SUBSTANCE USE-PRIMARY CARE AND MENTAL HEALTH INTEGRATION WITH UNITYPOINT CLINICS.-PROVIDED CRISIS CLINIC AND OUTPATIENT REFERRALS, PROVIDED PREVENTION SERVICES, PEER SUPPORT AND OTHER INFORMATION AT THE VETERANS EXPERIENCE ACTION CENTER IN SEPTEMBER 2023-MILITARY CULTURE TRAINING PROVIDED TO 55 FAITH-BASED COMMUNITY MEMBERS AND 80 HEALTH CARE AND MENTAL HEALTH PROVIDERS.-THE PARISH NURSES HELD 383 SUPPORT GROUPS SESSIONS-SUPPORT GROUPS FOR FAMILIES AFFECTED BY A PERINATAL LOSS WITH 160FAMILIES SERVED-A SYSTEM WITHIN A SYSTEM'S YOUTH SUMMIT, IN WHICH MORE THAN 100YOUTH WERE REACHED IN SUBSTANCE USE PREVENTION EFFORTS.-PARTICIPATION IN THE CHILDREN EXPOSED TO VIOLENCE CONFERENCE HELD BY EVERYCHILD WITH 193 ATTENDEES.-OUR CENTER FOR ALCOHOL & DRUG SERVICES (CADS) TEAM IMPLEMENTED A MULTITUDE OF PREVENTION ACTIVITIES, EDUCATION AND CURRICULUM AT VARIOUS COMMUNITY EVENTS, HEALTH FAIRS. THESE INCLUDED BUT ARE NOT LIMITED TO NARCAN AND DRUG OVERDOSE TRAINING, PRESCRIPTION DRUGS MARIJUANA AND NARCOTICS, GAMBLING, UNDERAGE DRINKING AND MUCH MORE.3. CANCER-PROVIDED EDUCATION AND SCREENINGS ON CANCER TO OVER 135 INDIVIDUALS OF THE BLACK COMMUNITY AT THE QUAD CITY BLACK BUSINESS & HEALTH FAIR-MUSCATINE COMMUNITY & CONNECTIONS BLOCK PARTY AND MUSCATINE DISCOVERY PARK ENVIRONMENTAL LEARNING CENTER, WHERE UNITYPOINT HEALTH EMPLOYEES PROVIDED COLON CANCER KITS AND CANCER EDUCATION TO 190 INDIVIDUALS-EDUCATION WITH LOCAL FQCHC SUPERVISOR ON COLON KITS FOR DISTRIBUTION TO PEOPLE EXPERIENCING HOMELESSNESS-CANCER SCREENING EDUCATION EVENT AT MARTIN LUTHER KING CENTER WITH DISTRIBUTION OF COLORECTAL CANCER KITS-PARTICIPATED IN SEVERAL COLORECTAL CANCER CONSORTIUM WORKGROUP AND WORKSHOPS-HOSTED COOKING WITH HEART FOR CANCER WORKSHOPS WITH MORE THAN 176 PARTICIPANTS-PARTICIPATED IN PRIDE FEST PROVIDING CANCER EDUCATION TO 55 INDIVIDUALS WHO IDENTIFY AS LGBTQIA+ AND OTHER COMMUNITY MEMBERS-COMMUNITY ENGAGEMENT EVENT HELD FOR BLACK WOMEN ABOUT THE IMPORTANCE OF MAMMOGRAMS. 39 WOMEN PARTICIPATED IN EVENT.-CONDUCTED LIFE SKILLS WORKSHOPS FOCUSED ON CANCER EDUCATION, PREVENTION, AND SCREENINGS-PRESENTATION ON FOODS TO FIGHT CANCER TO CANCER SURVIVORS-EDUCATION OF UNITYPOINT CLINIC PATIENTS AT ANNUAL WELLNESS VISITS ON THE IMPORTANCE OF CANCER PREVENTION SCREENINGS, I.E., MAMMOGRAMS, COLONOSCOPIES ETC.4. ACCESS TO HEALTHCARE SERVICES-44 PRIMARY CARE PROVIDERS RECRUITED IN 2022 THROUGH AUGUST 2024-HOSTED VETERANS EXPERIENCE ACTION CENTER EVENT CONNECTING MILITARY, VETERANS AND FAMILY MEMBERS WITH HEALTH CARE RESOURCES-PROVIDED $136,648.75 IN FREE TRANSPORTATION FOR PATIENTS, SUCH AS CAB FARE, BUS TICKETS, AND WHEELCHAIR VAN TRANSPORTS-12,472 COMMUNITY MEMBERS ENROLLED IN MEDICAID AND MARKETPLACE INSURANCE PRODUCTS-EXPANDED VIRTUAL CARE OFFERINGS IN THE COMMUNITY-PROVIDED REFERRALS TO PRIMARY CARE FOR PATIENTS PRESENTING TO THE EMERGENCY DEPARTMENT WITHOUT A DOCTOR-IMPLEMENTED "WHERE TO GO FOR CARE" CAMPAIGN
TRINITY MUSCATINEPART V, SECTION B, LINE 13H: PATIENTS WHO QUALIFY AND ARE RECEIVING BENEFITS FROM THE FOLLOWING PROGRAMS MAY BE PRESUMED ELIGIBLE FOR 100% FINANCIAL ASSISTANCE: THE U.S. DEPARTMENT OF AGRICULTURE FOOD AND NUTRITION SERVICE FOOD STAMP PROGRAM; WOMEN, INFANTS & CHILDREN (WIC); AND VARIOUS COUNTY AND STATE RELIEF PROGRAMS. THIRD PARTY AGENCIES ARE USED TO ASSIST WITH COLLECTIONS AND, IF THOSE AGENCIES PROVIDE A STATEMENT REGARDING A PATIENT'S LIKELY INCOME LEVEL, THAT INFORMATION IS USED IN DETERMINING THE ELIGIBILITY STATUS AND THE LEVEL OF DISCOUNT AVAILABLE. STATE LAW REQUIREMENTS THAT OFFER ADDITIONAL AND/OR MORE STRINGENT ELIGIBILITY REQUIREMENTS WILL BE FOLLOWED FOR THOSE STATES.
PART V, LINE 7A, CHNA REPORT:THE CHNA REPORT WAS WIDELY AVAILABLE ON A WEBSITE (LIST URL):WWW.UNITYPOINT.ORG/ABOUT-UNITYPOINT-HEALTH/COMMUNITY-BENEFITS/COMMUNITY-HEALTH-NEEDS-ASSESSMENTS
PART V, LINE 10A, IMPLEMENTATION STRATEGY:THE MOST RECENTLY ADOPTED IMPLEMENTATION STRATEGY WAS WIDELY AVAILABLE ON A WEBSITE (LIST URL):WWW.UNITYPOINT.ORG/ABOUT-UNITYPOINT-HEALTH/COMMUNITY-BENEFITS/COMMUNITY-HEALTH-NEEDS-ASSESSMENTS
PART V, LINE 16A, FAP WEBSITE:THE FAP WAS WIDELY AVAILABLE ON A WEBSITE (LIST URL): WWW.UNITYPOINT.ORG/PATIENTS-AND-VISITORS/BILLING-AND-FINANCIAL-INFORMATION/FINANCIAL-ASSISTANCE
PART V, LINE 16B, FAP WEBSITE:THE FAP APPLICATION FORM WAS WIDELY AVAILABLE ON A WEBSITE (LIST URL):WWW.UNITYPOINT.ORG/PATIENTS-AND-VISITORS/BILLING-AND-FINANCIAL-INFORMATION/FINANCIAL-ASSISTANCE
PART V, LINE 16C, FAP WEBSITE:A PLAIN LANGUAGE SUMMARY OF THE FAP WAS WIDELY AVAILABLE ON A WEBSITE (LIST URL):WWW.UNITYPOINT.ORG/PATIENTS-AND-VISITORS/BILLING-AND-FINANCIAL-INFORMATION/FINANCIAL-ASSISTANCE
FieldValueIRS element (for citing)
Facility4FacilityNum

Oth Hlth Care Fclts Not Hospital OthHlthCareFcltsNotHospitalGrp

Oth Hlth Care Fclts OthHlthCareFcltsGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdFacilityFacilityTxt
1 - UPH TRINITY EXPRESS CARE- NORTHPORT
3426 NORTH PORT DRIVEMUSCATINEIA52761OUTPATIENT ONLY
2 - UPH TRINITY FAMILY MEDICINE-NORTHPORT
3426 NORTH PORT DRIVEMUSCATINEIA52761OUTPATIENT ONLY
3 - UPH TRINITY FAMILY MEDICINE-WILTON
400 OVESEN RDWILTONIA52778OUTPATIENT ONLY
4 - TRINITY MUSCATINE OCCUPATIONAL MEDICINE
3426 NORTH PORT DRIVEMUSCATINEIA52761OUTPATIENT ONLY

Supplemental Information Detail SupplementalInformationDetail (12 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 6A:THE HOSPITAL'S COMMUNITY BENEFIT REPORT IS CONTAINED WITHIN THE IOWA HEALTH SYSTEM'S COMMUNITY BENEFIT REPORT (DBA AS UNITYPOINT HEALTH) LOCATED AT WWW.UNITYPOINT.ORG.
PART I, LINE 7:A COST-TO-CHARGE RATIO (FROM WORKSHEET 2) IS USED TO CALCULATE THE AMOUNTS ON LINE 7A. THE AMOUNTS ON LINES 7B-7C (UNREIMBURSED MEDICAID AND OTHER MEANS-TESTED GOVERNMENT PROGRAMS) ARE OBTAINED FROM A COST ACCOUNTING SYSTEM OF APPLICABLE PATIENT SEGMENTS. SEGMENTS NOT PASSED TO COST ACCOUNTING SYSTEM USE COST-TO-CHARGE RATIO. THE AMOUNTS FOR LINES 7E, F, H, AND I WOULD COME FROM THE BOOKS AND RECORDS OF SPECIFIC SEGMENTS OF THE ORGANIZATION AND ARE BASED ON COST. THE AMOUNTS ON 7G ARE DERIVED FROM A COST ACCOUNTING SYSTEM OF APPLICABLE PATIENT SEGMENTS. SEGMENTS NOT PASSED TO A COST ACCOUNTING SYSTEM USE THE COST-TO-CHARGE RATIO.
PART II, COMMUNITY BUILDING ACTIVITIES:COMMUNITY BUILDING ACTIVITIES ARE ESSENTIAL ROLES FOR HEALTH-CARE ORGANIZATIONS IN THAT THEY ADDRESS MANY OF THE UNDERLYING SOCIAL DETERMINANTS OF HEALTH. COMMUNITY BUILDING ACTIVITIES HELP TO ADDRESS THE OTHER INDICATORS OUTSIDE OF THE ROLE TRADITIONALLY PLAYED BY HEALTH-CARE ORGANIZATIONS. THESE ACTIVITIES ARE ALMOST EXCLUSIVELY DONE IN SOME FORM OF PARTNERSHIP IN WHICH THE COMMUNITY OR OTHER ORGANIZATIONS ARE BETTER SUITED TO ADDRESS. HEALTH-CARE ORGANIZATIONS GENERALLY PROVIDE TIMELY AND SPECIFIC RESOURCES TO HELP THESE ISSUES. HEALTH-CARE ORGANIZATIONS CAN BE A RICH AND VALUABLE COMMUNITY RESOURCE IN WAYS NOT TYPICALLY CONSIDERED. OFTEN THE MOST EFFECTIVE WAY TO HELP IMPACT AND IMPROVE THE COMMUNITY HEALTH STATUS IS TO SUPPORT OTHER AGENCIES AND ORGANIZATIONS IN A VARIETY OF WAYS OUTSIDE OF HEALTH SERVICES. THIS IS OFTEN DONE THROUGH CASH OR IN-KIND SERVICES TO SUPPORT OTHER NON-PROFITS, DONATIONS OF DURABLE MEDICAL EQUIPMENT AND SUPPLIES TO CERTAIN AGENCIES, OR THROUGH LEADERSHIP AND EDUCATIONAL EXPERTISE. UNITYPOINT HEALTH-TRINITY MUSCATINE CONTRIBUTES FINANCIALLY TO A WIDE VARIETY OF COMMUNITY ORGANIZATIONS THAT ADDRESS THE BROADER NEEDS OF THE COMMUNITY. THESE DONATIONS ALLOW OTHER NON-PROFIT ORGANIZATIONS TO FULFILL THEIR MISSIONS TO IMPROVE THE WELL BEING OF THE COMMUNITY AND CONTRIBUTE TO ITS OVERALL HEALTH STATUS IN WAYS THAT MAY DIFFER FROM THE DIRECT SERVICES OF THE HOSPITAL ORGANIZATION AND MAXIMIZE THE RESOURCES THEY HAVE TO WORK WITH. THESE TYPES OF ACTIVITIES SPEAK TO THE BREADTH AND CAPACITY THAT THE HOSPITAL HAS IN IMPACTING THE HEALTH STATUS OF THE COMMUNITY IN A COMPREHENSIVE AND INTENTIONAL APPROACH.
PART III, LINE 4:THE HEALTH SYSTEM PROVIDES AN ALLOWANCE FOR DOUBTFUL ACCOUNTS BASED UPON A REVIEW OF OUTSTANDING RECEIVABLES, HISTORICAL COLLECTION INFORMATION AND EXISTING ECONOMIC CONDITIONS. AS A SERVICE TO THE PATIENT, THE HEALTH SYSTEM BILLS THIRD-PARTY PAYERS DIRECTLY AND BILLS THE PATIENT WHEN THE PATIENT'S LIABILITY IS DETERMINED. PATIENT ACCOUNTS RECEIVABLE ARE DUE IN FULL WHEN BILLED. ACCOUNTS ARE CONSIDERED DELINQUENT AND SUBSEQUENTLY WRITTEN OFF AS BAD DEBTS BASED ON INDIVIDUAL CREDIT EVALUATION AND SPECIFIC CIRCUMSTANCES OF THE ACCOUNT.THE AMOUNT REPORTED ON LINE 2 WAS CALCULATED USING IRS WORKSHEET 2 'RATIO OF PATIENT CARE COST TO CHARGES' TO CALCULATE THE COST TO CHARGE RATIO FOR TRINITY MUSCATINE. THIS RATIO WAS THEN APPLIED AGAINST THE BAD DEBT ATTRIBUTABLE TO PATIENT ACCOUNTS USING IRS WORKSHEET A TO ARRIVE AT THE BAD DEBT EXPENSE AT COST REPORTED ON LINE 2.
PART III, LINE 8:AMOUNTS ON LINE 6 WERE CALCULATED USING IRS WORKSHEET B 'TOTAL MEDICARE ALLOWABLE COSTS.' THE MEDICARE ALLOWABLE COSTS WERE OBTAINED FROM THE MEDICARE COST REPORTS AND THEN REDUCED BY ANY AMOUNTS ALREADY CAPTURED IN COMMUNITY BENEFIT EXPENSE IN PART I ABOVE.THE METHODOLOGY DESCRIBED IN THE INSTRUCTIONS TO SCHEDULE H, PART III, SECTION B, LINE 6 DOES NOT TAKE INTO ACCOUNT ALL COSTS INCURRED BY THE HOSPITAL AND DOES NOT REPRESENT THE TOTAL COMMUNITY BENEFIT CONFERRED IN THIS AREA. THE MEDICARE SURPLUS REFLECTED ON SCHEDULE H, PART III, SECTION B WAS DETERMINED USING INFORMATION FROM THE ORGANIZATION'S MEDICARE COST REPORT. HOWEVER THE MEDICARE COST REPORT DISALLOWS CERTAIN ITEMS THAT WE BELIEVE ARE LEGITIMATE EXPENSES INCURRED IN THE PROCESS OF CARING FOR OUR MEDICARE PATIENTS. EXAMPLES OF THESE ITEMS INCLUDE PROVIDER BASED PHYSICIAN EXPENSE, SELF INSURANCE EXPENSE, HOME OFFICE EXPENSE AND THE SHORTFALL FROM FEE SCHEDULE PAYMENTS. THE HOSPITAL BELIEVES THE ENTIRE AMOUNT OF THE MEDICARE SHORTFALL SHOULD BE TREATED AS COMMUNITY BENEFIT, MORE SPECIFICALLY, AS CHARITY CARE. THE ELDERLY CONSTITUTE A CLEARLY-RECOGNIZED CHARITABLE CLASS, AND MANY MEDICARE BENEFICIARIES, LIKE THEIR MEDICAID COUNTERPARTS, ARE POOR AND THUS WOULD HAVE QUALIFIED FOR THE HOSPITAL'S CHARITY CARE PROGRAM, MEDICAID OR OTHER NEEDS-BASED GOVERNMENT PROGRAMS ABSENT THE MEDICARE PROGRAM. BY ACCEPTING PAYMENT BELOW COST TO TREAT THESE INDIVIDUALS, THE BURDENS OF GOVERNMENT ARE RELIEVED WITH RESPECT TO THESE INDIVIDUALS. ADDITIONALLY, THERE IS A SIGNIFICANT POSSIBILITY THAT CONTINUED REDUCTION IN REIMBURSEMENT MAY ACTUALLY CREATE DIFFICULTIES IN ACCESS FOR THESE INDIVIDUALS. FINALLY, THE AMOUNT SPENT TO COVER THE MEDICARE SHORTFALL IS MONEY NOT AVAILABLE TO COVER CHARITY CARE AND OTHER COMMUNITY BENEFIT NEEDS.
PART III, LINE 9B:AFTER THE PATIENT MEETS THE QUALIFICATIONS FOR FINANCIAL ASSISTANCE, THE ACCOUNT BALANCE IS PARTIALLY OR ENTIRELY WRITTEN OFF, AS APPROPRIATE. ANY REMAINING BALANCE, IF ANY, WOULD BE COLLECTED UNDER THE NORMAL DEBT COLLECTION POLICY.
PART VI, LINE 2:UNITYPOINT HEALTH - TRINITY MUSCATINE CONTINUALLY WORKS WITH COMMUNITY PARTNERS IN THE MUSCATINE COUNTY AREA TO ASSESS THE HEALTH NEEDS OF THE COMMUNITY. TRINITY MUSCATINE'S PUBLIC HEALTH DEPARTMENT WORKS COLLABORATIVELY WITH THE AREA SCHOOLS, BOARD OF HEALTH, BOARD OF SUPERVISORS, AND OTHER LOCAL AGENCIES TO ASSESS, ADDRESS AND MONITOR THE HEALTH NEEDS OF THE MUSCATINE AREA. COLLABORATION HAS BEEN ESSENTIAL TO ADDRESSING THE NEEDS OF THE COMMUNITY. STRONG RELATIONSHIPS HAVE BEEN DEVELOPED WITH VARIOUS ORGANIZATIONS TO HELP MEET THE HEALTH NEEDS OF THE COMMUNITY. COMMUNITY PARTNERS INCLUDE, BIG BROTHERS BIG SISTERS, NATIONAL ALLIANCE FOR MENTAL ILLNESS - GREATER MISSISSIPPI VALLEY, MUSCATINE CENTER FOR SOCIAL ACTION (MCSA), AMERICAN CANCER SOCIETY MUSCATINE COUNTY CHAPTER, THEO WOLF FOUNDATION, ALZHEIMER'S ASSOCIATION, FLICKINGER LEARNING CENTER, SURROUNDING COMMUNITY SCHOOL DISTRICTS, CROSSROADS, SENIOR RESOURCES, TO NAME A FEW. THROUGH THESE RELATIONSHIPS WE HAVE BEEN ABLE TO PROVIDE EDUCATION, AWARENESS, CONDUCT SCREENINGS, MAKE REFERRALS FOR ADDITIONAL SERVICES, AND HELP THE COMMUNITY UNDERSTAND WHEN, WHERE, AND HOW TO ACCESS THE PROPER TYPE OF CARE TO MEET THEIR NEEDS.
PART VI, LINE 3:THE HOSPITAL COMMUNICATES THE AVAILABILITY OF FINANCIAL ASSISTANCE TO ALL PATIENTS AND WITHIN THE COMMUNITY. COPIES OF THE FINANCIAL ASSISTANCE POLICY, FINANCIAL ASSISTANCE APPLICATION AND PLAIN LANGUAGE SUMMARY ARE AVAILABLE BY MAIL, ON EACH HOSPITAL'S WEBSITE, AND IN PERSON AT EACH HOSPITAL. THE CENTRAL BILLING OFFICE IS AVAILABLE BY PHONE TO ANSWER QUESTIONS ABOUT THE POLICY, OR PATIENTS SHOULD GO TO THE CASHIER'S OFFICE AT THE HOSPITAL TO OBTAIN THIS INFORMATION. THE PLAIN LANGUAGE SUMMARY IS OFFERED AS PART OF THE PATIENT INTAKE AND/OR DISCHARGE PROCESS AND INCLUDED WHEN A PATIENT IS SENT WRITTEN NOTICE THAT EXTRAORDINARY COLLECTION ACTIONS MAY BE TAKEN AGAINST HIM/HER. THE FINANCIAL ASSISTANCE POLICY, THE PLAIN LANGUAGE SUMMARY, AND ALL FINANCIAL ASSISTANCE FORMS ARE AVAILABLE IN ENGLISH AND IN ANY OTHER LANGUAGE IN WHICH LIMITED ENGLISH PROFICIENCY (LEP) POPULATIONS CONSTITUTE THE LESSER OF 1,000 PERSONS OR MORE THAN 5% OF THE COMMUNITY SERVED BY THE HOSPITAL. THESE TRANSLATED DOCUMENTS WILL BE AVAILABLE BY MAIL, ON EACH HOSPITAL'S WEBSITE, AND IN PERSON AT EACH HOSPITAL.
PART VI, LINE 4:TRINITY MUSCATINE IS A 75 BED COMMUNITY HOSPITAL SERVING MUSCATINE AREA OF EASTERN IOWA. TRINITY MUSCATINE IS NONDENOMINATIONAL AND SERVES ALL WHO COME HERE, REGARDLESS OF REASON OR CIRCUMSTANCE. THERE ARE NO OTHER HOSPITALS WITHIN THE SERVICE AREA.90% OF TRINITY MUSCATINE'S MARKET RESIDENTS LIVE WITHIN THE IOWA COUNTIES OF MUSCATINE AND LOUISA. TRINITY MUSCATINE ADMITS APPROXIMATELY 1,000 INPATIENTS AND CARES FOR OVER 13,000 EMERGENCY PATIENTS PER YEAR. TRINITY MUSCATINE CARES FOR MORE INPATIENTS, OUTPATIENTS, EMERGENCY PATIENTS AND CARDIAC PATIENTS THAN ANY OTHER HOSPITAL IN THE MUSCATINE AREA OF EASTERN IOWA. THERE ARE NO OTHER HOSPITALS WITHIN THE 2-COUNTY SERVICE AREA. MEDIAN INDIVIDUAL INCOMES RANGE FROM $69,512 TO $74,868 AND THE AVERAGE POVERTY RATE IS 13%.59% OF TRINITY MUSCATINE INPATIENTS ARE ELIGIBLE FOR MEDICARE OR MEDICAID. MUSCATINE AND LOUISA COUNTIES ARE ABOUT 77% CAUCASIAN AND 17% HISPANIC.
PART VI, LINE 5:THE HOSPITAL IS ORGANIZED AND OPERATED EXCLUSIVELY FOR CHARITABLE PURPOSES WITH THE GOAL OF PROMOTING THE HEALTH OF THE PEOPLE AND COMMUNITIES IT SERVES. THE HOSPITAL SUPPORTS THIS MISSION WITH AN OPEN MEDICAL STAFF AND AN EMERGENCY ROOM AVAILABLE TO PATIENTS REGARDLESS OF ABILITY TO PAY. THE BOARD APPROVES THE COMMUNITY NEEDS ASSESSMENT AND COMMUNITY BENFEFIT PLAN FOR THE HOSPITAL. THE HOSPITAL IS PART OF AN INTEGRATED HEALTH SYSTEM AND ITS ULTIMATE PARENT UNITYPOINT HEALTH ALONG WITH ITS SUBSIDIARIES THAT INCLUDE THE HOSPITAL HAVE A STANDARD MODEL OF GOVERNANCE THAT ALLOWS THE HOSPITAL TO MAINTAIN A STRONG CLINICAL, FINANCIAL, STRATEGIC AND OPERATIONAL PROFILE THAT INCLUDES SURPLUS FUNDS USED TO FURTHER ITS CHARITABLE PURPOSE.
PART VI, LINE 6:THIS ENTITY IS PART OF IOWA HEALTH SYSTEM (D/B/A UNITYPOINT HEALTH), THE NATION'S FIFTH LARGEST NON-DENOMINATIONAL HEALTH SYSTEM WITH $5.3B 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 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. UNITYPOINT HEALTH AND ITS AFFILIATES ENGAGE IN COMMUNITY HEALTH PROGRAMS AND SERVICES AND WORK WITH VOLUNTEER AND CIVIC ORGANIZATIONS, SCHOOLS, BUSINESSES, INSURERS AND INDIVIDUALS TO SUPPORT ACTIVITIES THAT BENEFIT PEOPLE THROUGHOUT THEIR REGIONS. IN 2024, UNITYPOINT HEALTH AND ITS AFFILIATES PROVIDED MORE THAN $281 MILLION OF COMMUNITY BENEFIT. THE CONTRIBUTIONS TO THEIR COMMUNITIES BY UNITYPOINT HEALTH AND ITS AFFILIATES ARE REPORTED IN DETAIL IN STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS (PART III) OF THE IRS FORM 990 OF THOSE AFFILIATES.
PART VI, LINE 7, REPORTS FILED WITH STATESIA

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1TRINITY MEDICAL CENTERBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line12701 17TH STAddressLine1Txt
CityROCK ISLANDCityNm
State AbbreviationILStateAbbreviationCd
ZIP61201ZIPCd
FieldValueIRS element (for citing)
Recipient EIN362739299RecipientEIN
IRC Section501(C)(3)IRCSectionDesc
Cash Grant$1,659,979CashGrantAmt
Non Cash Assistance$0NonCashAssistanceAmt
Purpose Of GrantPROGRAM SUPPORTPurposeOfGrantTxt
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

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

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance PaymentYes (1)SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (1)SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (12 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
KATHERINE MARCHIK TO 124
SR VP FINANCE/CFO$0$48,191$0$127,478$0$719,905$0$5,023$0$16,367$0$916,964$0$351,026
TOYOSI OLUTADE MD
MARKET CHIEF MEDICAL OFFICER$0$686,493$0$153,954$0$7,626$0$17,250$0$27,486$0$892,809$0$0
RHONDA SOWARDS MD
MEDICAL DIRECTOR$0$690,699$0$14,511$0$960$0$17,250$0$27,178$0$750,598$0$0
SHAWN MORROW
BOARD MEMBER/MARKET PRESIDENT$0$451,681$0$0$0$22,309$0$62,899$0$28,040$0$564,929$0$0
ROBERT ERICKSON
FORMER PRESIDENT/CEO$0$0$0$0$0$538,601$0$0$0$11,024$0$549,625$0$0
DAVID DELLITT FR 324
MARKET CFO$0$283,356$0$24,433$0$21,731$0$13,948$0$10,420$0$353,888$0$0
KATHRYN HOPPE NP
NURSE PRACTITIONER$303,555$0$0$0$294$0$12,617$0$26,999$0$343,465$0$0$0
JASON THORNBURG PA-C
PHYSICIANS ASSISTANT$279,308$0$0$0$300$0$14,129$0$5,870$0$299,607$0$0$0
JENNY OLSON DNP
NURSE PRACTITIONER$212,996$0$0$0$294$0$11,440$0$30,760$0$255,490$0$0$0
RACHEL CREAMER ARNP
NURSE PRACTITIONER$202,894$0$0$0$6,566$0$10,616$0$11,397$0$231,473$0$0$0
LAUREL SHARAR
CT TECHNOLOGIST$204,138$0$3,108$0$89$0$9,105$0$10,349$0$226,789$0$0$0
BENJAMIN POHL PA-C
BOARD MEMBER$191,660$0$0$0$4,016$0$9,446$0$7,274$0$212,396$0$0$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINES 4A-BSEVERANCE PAYMENTS: THE FOLLOWING INDIVIDUAL(S) RECEIVED SEVERANCE PAYMENTS DURING THE YEAR THAT WERE INCLUDED IN THEIR TAXABLE INCOME: ROBERT ERICKSON $ 538,432 & KATHERINE MARCHIK $ 327,801. NONQUALIFIED RETIREMENT PLAN CONTRIBUTIONS: THE FOLLOWING INDIVIDUAL(S) PARTICIPATED IN AND RECEIVED CONTRIBUTIONS IN A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN: SHAWN MORROW $ 45,649. NONQUALIFIED RETIREMENT PLAN DISTRIBUTIONS: THE FOLLOWING INDIVIDUAL(S) PARTICIPATED IN AND RECEIVED PAYMENTS FROM A SUPPLEMENTAL NON-QUALIFIED PLAN: KATHERINE MARCHIK $ 391,612. PAYOUTS ARE MADE WITH VESTED FUNDS, AS ESTABLISHED BY PLAN DOCUMENTS.
SCHEDULE J, PART I, LINE 3 - ESTABLISHING COMPENSATIONTHE 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.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
IOWA FINANCE AUTHORITY
A52169988646246PKC42006-02-01$14,505,000CONSTRUCTION OF FACILITIESYes (1)00
CITY OF MUSCATINE IOWA
B4260050082005-12-31$4,000,000CONSTRUCTION OF FACILITIES000

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtBond DefeasedBondDefeasedAmtTotal ProceedsTotalProceedsAmtCapitalized InterestCapitalizedInterestAmtCapital ExpendituresCapitalExpendituresAmtSubstantial CompletionSubstantialCompletionYrRefunding Tax Exempt BondsRefundingTaxExemptBondsIndRefunding Taxable BondsRefundingTaxableBondsIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintInd
A$3,167,237$11,410,000$15,002,237$528,415$14,544,238200700Yes (1)Yes (1)
B$2,725,000$4,000,000$273,139$3,726,861200700Yes (1)Yes (1)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndEngage Bond Counsel ContractsEngageBondCounselContractsIndAny Research AgreementsAnyResearchAgreementsIndBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A00Yes (1)Yes (1)000Yes (1)
B00Yes (1)Yes (1)000Yes (1)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)

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

Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)

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

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE K, PART II, LINE 3, COLUMN (A)FormAndLineReferenceDesc
ExplanationTHERE IS A DIFFERENCE BETWEEN THE BOND ISSUE PRICE AND THE TOTAL PROCEEDS OF BOND ISSUE DUE TO INVESTMENT EARNINGS OF $497,237.ExplanationTxt

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

FieldValueIRS element (for citing)
PersonRACHEL POHLPersonNm
FieldValueIRS element (for citing)
Relationship DescriptionFAMILY MEMBER OF BOARD MEMBER BENJAMIN POHL, PA-CRelationshipDescriptionTxt
Transaction$152,509TransactionAmt
TransactionEMPLOYMENTTransactionDesc
Sharing Of Revenues0SharingOfRevenuesInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART V, LINES 1A & 1BCASH DISBURSEMENTS ARE CENTRALIZED THROUGH THE PARENT ORGANIZATION, IOWA HEALTH SYSTEM (D/B/A UNITYPOINT HEALTH). THE PARENT MAKES THE PAYMENTS AND FILES THE RELATED FORMS 1099 AND 1096 ON BEHALF OF ALL UNITYPOINT HEALTH SYSTEM RELATED ORGANIZATIONS.
FORM 990, PART VI, SECTION A, LINE 6TRINITY REGIONAL HEALTH SYSTEM, A TAX-EXEMPT ILLINOIS NOT-FOR-PROFIT CORPORATION, IS THE SOLE MEMBER.
FORM 990, PART VI, SECTION A, LINE 7ATRINITY REGIONAL HEALTH SYSTEM'S MAY APPOINT THREE BOARD MEMBERS AND APPROVES ALL OTHERS.
FORM 990, PART VI, SECTION A, LINE 7BTRINITY REGIONAL HEALTH SYSTEM, AS SOLE MEMBER, APPROVES AMENDMENTS TO ARTICLES, BYLAWS AND APPOINTS CEO.
FORM 990, PART VI, SECTION B, LINE 11BTHE FORM 990 IS PREPARED BY UNITYPOINT HEALTH'S CORPORATE SERVICES TAX DEPARTMENT AND GOES THROUGH TWO LEVELS OF REVIEW WITHIN THE DEPARTMENT WITH ULTIMATE APPROVAL BY THE DIRECTOR OF TAX SERVICES. THE DIRECTOR OF TAX SERVICES MEETS WITH THE FINANCE EXECUTIVE AND REVIEWS KEY PARTS OF THE FORM 990 UTILIZING A PRESENTATION SUMMARY. A COPY OF THE FORM 990 IS GIVEN TO EACH MEMBER OF THE BOARD VIA THE BOARD PORTAL ALONG WITH A REVIEW GUIDE.
FORM 990, PART VI, SECTION B, LINE 12CTHE ORGANIZATION HAS A CONFLICT OF INTEREST POLICY. ANNUALLY ALL OFFICERS, DIRECTORS, KEY EMPLOYEES AND REPORTING PHYSICIANS ARE REQUESTED TO COMPLETE A QUESTIONNAIRE TO REPORT POTENTIAL CONFLICTS OF INTEREST. PERSONS WHO HAVE NOT RETURNED QUESTIONNAIRES ARE CONTACTED ADDITIONAL TIMES IN AN EFFORT TO RECEIVE COMPLETE AND ACCURATE RESPONSES FROM ALL PERSONS. THE ANNUAL QUESTIONNAIRES INCLUDE AN ACKNOWLEDGEMENT THAT THE OFFICER, DIRECTOR, KEY EMPLOYEE OR REPORTING PHYSICIAN: 1) HAS ACCESS TO A COPY OF THE CONFLICT OF INTEREST POLICY; 2) HAS READ AND UNDERSTANDS THE POLICY; 3) AGREES TO COMPLY WITH THE POLICY; 4) UNDERSTANDS THAT THE POLICY APPLIES TO ALL COMMITTEES AND SUBCOMMITTEES HAVING BOARD-DELEGATED POWERS; AND 5) UNDERSTANDS THAT THE ORGANIZATION IS A CHARITABLE ORGANIZATION AND THAT IN ORDER TO MAINTAIN ITS TAX-EXEMPT STATUS, IT MUST CONTINUOUSLY ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. SENIOR ADMINISTRATIVE STAFF AT ALL RELATED ORGANIZATIONS PROVIDE INFORMATION TO A CENTRAL COORDINATOR RELATED TO THE IDENTIFICATION OF WHICH INDIVIDUALS SHOULD RECEIVE THE QUESTIONNAIRE FOR COMPLETION. THE RESULTS ARE COMPILED CENTRALLY AND REVIEWED BY THE IOWA HEALTH SYSTEM COMPLIANCE OFFICER AND DIRECTOR OF INTERNAL AUDIT. THE DETAIL RESULTS ARE REPORTED TO A COMMITTEE OF THE SYSTEM BOARD. THE RESULTS RELATED TO SPECIFIC REGIONAL PARENT COMPANIES, THEIR HOSPITALS AND RELATED ORGANIZATIONS, ARE DISTRIBUTED IN DETAIL TO THE CHAIRPERSON OF THE REGIONAL PARENT ORGANIZATION, THE CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER AND COMPLIANCE MANAGER. THESE INDIVIDUALS ARE ALSO REMINDED OF THE APPROPRIATE PROCESS TO BE FOLLOWED DURING THE YEAR TO ADDRESS POTENTIAL CONFLICTS OF INTEREST THAT RELATE TO MATTERS THAT ARE BROUGHT TO THE BOARD OF DIRECTORS FOR ACTION. THE INFORMATION DISCLOSED IS USED TO IDENTIFY POTENTIAL CONFLICTS OF INTEREST AND TO ASSIST IN COMPLETING IRS AND MEDICAID QUESTIONNAIRES. ANY DUALITY OF INTEREST OR POSSIBLE CONFLICT OF INTEREST ON THE PART OF ANY ORGANIZATIONAL OFFICER, DIRECTOR, KEY EMPLOYEE OR REPORTING PHYSICIAN TOGETHER WITH ALL MATERIAL FACTS, SHOULD BE DISCLOSED TO THE BOARD OF DIRECTORS AND MADE A MATTER OF RECORD, EITHER THROUGH AN ANNUAL PROCEDURE OR WHEN THE INTEREST OCCURS OR BECOMES A MATTER OF BOARD ACTION. ANY ORGANIZATIONAL OFFICER, DIRECTOR, KEY EMPLOYEE OR REPORTING PHYSICIAN HAVING A CONFLICT OF INTEREST IN ANY MATTER SHOULD NOT BE PRESENT DURING GENERAL DISCUSSION NOR VOTE OR USE HIS OR HER PERSONAL INFLUENCE ON THE MATTER, AND HE OR SHE SHOULD NOT BE COUNTED IN DETERMINING THE EXISTENCE OF A QUORUM FOR PURPOSES OF THE MATTER OR ITEM AS TO WHICH A CONFLICT EXISTS. THE BOARD SHOULD EXCLUDE THE INDIVIDUAL FROM ANY DISCUSSION OR VOTE IN WHICH THE BOARD DECIDES WHETHER OR NOT A CONFLICT OF INTEREST EXISTS. IN CASES IN WHICH AN OFFICER, DIRECTOR, KEY EMPLOYEE, REPORTING PHYSICIAN OR THE INDIVIDUAL'S HOUSEHOLD MEMBER HAS A CONFLICT OF INTEREST IN AN ARRANGEMENT OR TRANSACTION, THE FOLLOWING ADDITIONAL STEPS MAY BE TAKEN AT THE DIRECTION OF THE BOARD OF DIRECTORS: 1) AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE OR SHE SHALL LEAVE THE BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL 1) DECIDE IF A CONFLICT OF INTEREST EXISTS, 2) A DISINTERESTED PERSON OR COMMITTEE MAY BE APPOINTED TO INVESTIGATE ALTERNATIVES TO THE PROPOSED ARRANGEMENT OR TRANSACTION; 3) IN ORDER TO APPROVE THE ARRANGEMENT OR TRANSACTION, THE BOARD MUST FIRST FIND, BY MAJORITY VOTE OF DISINTERESTED MEMBERS, THAT THE ARRANGEMENT OR TRANSACTION IS IN THE ORGANIZATION'S BEST INTEREST, IS FAIR AND REASONABLE TO THE ORGANIZATION, AND, AFTER REASONABLE INVESTIGATION, THE DISINTERESTED MEMBERS HAVE DETERMINED THAT A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT CANNOT BE OBTAINED WITH REASONABLE EFFORTS UNDER THE CIRCUMSTANCES; THE MINUTES OF THE BOARD AND ALL COMMITTEES WITH BOARD-DELEGATED POWERS SHALL CONTAIN: 1) THE NAMES OF THE PERSONS WHO DISCLOSED OR OTHERWISE WERE FOUND TO HAVE A FINANCIAL INTEREST IN CONNECTION WITH AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, THE NATURE OF THE FINANCIAL INTEREST, ANY ACTION TAKEN TO DETERMINE WHETHER A CONFLICT OF INTEREST WAS PRESENT, AND THE BOARD'S OR COMMITTEE'S DECISION AS TO WHETHER A CONFLICT OF INTEREST IN FACT EXISTED; 2) THE NAMES OF THE PERSONS WHO WERE PRESENT FOR DISCUSSIONS AND VOTES RELATING TO THE TRANSACTION OR ARRANGEMENT, THE CONTENT OF THE DISCUSSION, INCLUDING ANY ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT, AND A RECORD OF ANY VOTES TAKEN IN CONNECTION THEREWITH; IN ORDER TO PROTECT THE ORGANIZATION'S BEST INTERESTS, APPROPRIATE DISCIPLINARY ACTION MAY BE TAKEN WITH RESPECT TO AN OFFICER, DIRECTOR, KEY EMPLOYEE OR REPORTING PHYSICIAN WHO VIOLATES THE CONFLICT OF INTEREST POLICY.
FORM 990, PART VI, SECTION B, LINE 15THE EXECUTIVE COMMITTEE OF THE IOWA HEALTH SYSTEM BOARD OF DIRECTORS ("COMMITTEE") CONDUCTS A COMPREHENSIVE REVIEW OF ALL COMPENSATION AND BENEFITS PROVIDED TO THE ORGANIZATION'S OFFICERS AND KEY EMPLOYEES, INCLUDING THE IHS CHIEF EXECUTIVE OFFICER (THE "CEO"). THIS REVIEW COMPARES THE TOTAL COMPENSATION AND VALUE OF BENEFITS PROVIDED TO EACH EXECUTIVE, ON A POSITION BY POSITION BASIS, TO THAT PROVIDED TO FUNCTIONALLY SIMILAR POSITIONS IN SIMILARLY SITUATED ORGANIZATIONS. THIS REVIEW IS CONDUCTED BY THE COMMITTEE WITH THE ASSISTANCE OF A NATIONAL, INDEPENDENT COMPENSATION CONSULTANT REPORTING DIRECTLY TO THE COMMITTEE. THE COMMITTEE HAS BEEN DELEGATED THE RESPONSIBILITY FOR OVERSIGHT OF EXECUTIVE COMPENSATION AND IS MADE UP ENTIRELY OF INDEPENDENT DIRECTORS WITHIN THE MEANING OF THE "REBUTTABLE PRESUMPTION OF REASONABLENESS" UNDER THE FEDERAL INCOME TAX INTERMEDIATE SANCTIONS RULES. THE COMPENSATION CONSULTANT HOLDS ITSELF OUT TO THE PUBLIC AS A COMPENSATION CONSULTANT, PERFORMS THESE VALUATIONS ON A REGULAR BASIS, IS QUALIFIED TO MAKE THE VALUATIONS OF THE SERVICES INVOLVED, AND HAS SO INDICATED IN A WRITTEN CERTIFICATION TO THE COMMITTEE. BASED UPON THE ADVICE OF THE COMPENSATION CONSULTANT, AND APPLYING THE BOARD'S COMPENSATION PHILOSOPHY, THE COMMITTEE ESTABLISHES THE OVERALL ADJUSTMENT IN COMPENSATION AND BENEFITS FOR THE TOP EXECUTIVES IN THE ENTIRE HEALTH SYSTEM (SEVERAL OF WHICH ARE EMPLOYEES OF THE FILING ORGANIZATION) AND DELEGATES TO THE CEO THE AUTHORITY TO MAKE ADJUSTMENTS, CONSISTENT WITH THE COMMITTEE'S DIRECTION, FOR THE OTHER EXECUTIVES. THE COMMITTEE DETERMINES ALL ASPECTS OF THE COMPENSATION AND BENEFITS OF THE CEO. THE COMMITTEE INTENTIONALLY TAKES ALL THE STEPS NECESSARY TO QUALIFY FOR THE REBUTTABLE PRESUMPTION OF REASONABLENESS UNDER THE FEDERAL INCOME TAX LAW INTERMEDIATE SANCTIONS RULES, INCLUDING CONTEMPORANEOUS SUBSTANTIATION OF ALL COMMITTEE MEETINGS AND ACTIONS. THE ORGANIZATION BELIEVES IT IS IN FULL COMPLIANCE WITH SECTION 4958 OF THE IRC, PROVIDES NO MORE THAN REASONABLE AND FAIR MARKET VALUE COMPENSATION AND BENEFITS FOR ITS EMPLOYEES AND DOES NOT PROVIDE ANY EXCESS COMPENSATION OR BENEFITS AS PROHIBITED BY SECTION 4958. THE REVIEW OF COMPENSATION AND BENEFITS WAS LAST PERFORMED IN DECEMBER 2024 FOR THE FOLLOWING INDIVIDUALS: DAVID DELLITT, TOYOSI OLUTADE, MD & SHAWN MORROW. THE COMPENSATION AND BENEFITS OF THE OTHER PERSONS LISTED ON FORM 990, PART VII WAS ESTABLISHED BY AN INDEPENDENT PERSON/COMMITTEE USING AN INDEPENDENT COMPENSATION CONSULTANT AND/OR COMPENSATION SURVEY OR STUDY FOR SIMILARLY QUALIFED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS. COMPENSATION AND BENEFITS ARE BASED ON THE FAIR MARKET VALUE OF THE SERVICES PROVIDED TO THE ORGANIZATION.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION'S GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST THROUGH 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, LINE J, WEBSITE:WWW.UNITYPOINT.ORG/LOCATIONS/UNITYPOINT-HEALTH--TRINITY-MUSCATINE-HOSPIT AL

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (51 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationInd
ABBE CENTER FOR COMMUNITY MENTAL HEALTH INC
740 N 15TH AVE NO AHIAWATHAIA52233421045257MENTAL HEALTH CAREIA501(C)(3)509(A)(2)ABBEHEALTH INC0
ABBEHEALTH INC
740 N 15TH AVE NO AHIAWATHAIA52233421373123SUPPORT AFFILIATES' MISSION TO IMPROVE HEALTH CAREIA501(C)(3)509(A)(3), TYPE IIIST LUKE'S HEALTHCARE0
AGING SERVICES INC
740 N 15TH AVE NO AHIAWATHAIA52233237085316SENIOR SERVICESIA501(C)(3)170(B)(1) (A)(VI)ABBEHEALTH INC0
ALLEN COLLEGE
1825 LOGAN AVENUEWATERLOOIA50703421351526EDUCATE AND DEVELOP HEALTHCARE PROFESSIONALSIA501(C)(3)170(B)(1) (A)(II)ALLEN HEALTH SYSTEMS INC0
ALLEN HEALTH SYSTEMS INC
1825 LOGAN AVENUEWATERLOOIA50703421201924SUPPORT AFFILIATES' MISSION TO IMPROVE HEALTH CAREIA501(C)(3)509(A)(3), TYPE IIIIOWA HEALTH SYSTEM0
ALLEN MEMORIAL HOSPITAL CORPORATION
1825 LOGAN AVENUEWATERLOOIA50703420698265HOSPITALIA501(C)(3)170(B)(1) (A)(III)ALLEN HEALTH SYSTEMS INC0
ANAMOSA AREA AMBULANCE SERVICE
101 GRANT WOOD DRIVEANAMOSAIA52205421466284PROVIDE AMBULANCE SERVICESIA501(C)(3)509(A)(2)ST LUKE'SJONES REGIONAL MEDICAL CENTER0
BLACK HAWK-GRUNDY MENTAL HEALTH CENTER INC
3251 WEST NINTH STREETWATERLOOIA50702420733463MENTAL HEALTH CAREIA501(C)(3)170(B)(1) (A)(VI)ALLEN HEALTH SYSTEMS INC0
CENTER FOR ALCOHOL AND DRUG SERVICES INC
4869 FOREST GROVE DRIVEBETTENDORFIA52722421134273SUBSTANCE ABUSE SERVICESIA501(C)(3)170(B)(1) (A)(VI)THE ROBERT YOUNG CENTER FOR COMMUNITY MENTAL HEALTH0
CENTRAL IOWA HEALTH PROPERTIES CORPORATION
1200 PLEASANT STREETDES MOINESIA50309421233759PROPERTY HOLDING COMPANYIA501(C)(2)CENTRAL IOWA HEALTH SYSTEM0
CENTRAL IOWA HEALTH SYSTEM
1200 PLEASANT STREETDES MOINESIA50309421189791SUPPORT AFFILIATES' MISSION TO IMPROVE HEALTH CAREIA501(C)(3)509(A)(3), TYPE IIIIOWA HEALTH SYSTEM0
CENTRAL IOWA HOSPITAL CORPORATION
1200 PLEASANT STREETDES MOINESIA50309420680452HOSPITALIA501(C)(3)170(B)(1) (A)(III)CENTRAL IOWA HEALTH SYSTEM0
DES MOINES AREA MEDICAL EDUCATION CONSORTIUM INC
1415 WOODLAND AVE SUITE 130DES MOINESIA50309421412497COORDINATION OF MEDICAL EDUCATION PROGRAMSIA501(C)(3)509(A)(3), TYPE III0
EYERLY-BALL COMMUNITY MENTAL HEALTH SERVICES
945 19TH STREETDES MOINESIA50314420942273MENTAL HEALTH CAREIA501(C)(3)509(A)(2)CENTRAL IOWA HEALTH SYSTEM0
FINLEY TRI-STATES HEALTH GROUP INC
350 NORTH GRANDVIEW AVENUEDUBUQUEIA52001421307495SUPPORT AFFILIATES' MISSION TO IMPROVE HEALTH CAREIA501(C)(3)509(A)(3), TYPE IIIIOWA HEALTH SYSTEM0
GRINNELL REGIONAL MEDICAL CENTER
210 FOURTH AVENUEGRINNELLIA50112420933383HOSPITALIA501(C)(3)170(B)(1) (A)(III)CENTRAL IOWA HEALTH SYSTEM0
GRINNELL REGIONAL MEDICAL CENTER FOUNDATION
210 FOURTH AVENUEGRINNELLIA50112421454737CHARITABLE FUNDRAISINGIA501(C)(3)170(B)(1) (A)(VI)GRINNELL REGIONAL MEDICAL CENTER0
IOWA HEALTH FOUNDATION
1415 WOODLAND AVE SUITE E-200DES MOINESIA50309421467682CHARITABLE FUNDRAISINGIA501(C)(3)170(B)(1) (A)(VI)CENTRAL IOWA HEALTH SYSTEM0
IOWA HEALTH SYSTEM
1776 WEST LAKES PKWY 400WEST DES MOINESIA50266421435199SUPPORT AFFILIATES' MISSION TO IMPROVE HEALTH CAREIA501(C)(3)509(A)(3), TYPE III0
IOWA PHYSICIANS CLINIC MEDICAL FOUNDATION
1776 WEST LAKES PKWY 400WEST DES MOINESIA50266421411630PRIMARY HEALTH CARE SERVICESIA501(C)(3)170(B)(1) (A)(III)IOWA HEALTH SYSTEM0
MEMORIAL FOUNDATION OF ALLEN HOSPITAL
1825 LOGAN AVENUEWATERLOOIA50703421201138CHARITABLE FUNDRAISINGIA501(C)(3)170(B)(1) (A)(VI)ALLEN HEALTH SYSTEMS INC0
MERITER FOUNDATION INC
202 SOUTH PARK STREETMADISONWI53715237098688CHARITABLE FUNDRAISINGWI501(C)(3)170(B)(1) (A)(VI)MERITER HEALTH SERVICES INC0
MERITER HEALTH SERVICES INC
202 SOUTH PARK STREETMADISONWI53715391412318SUPPORT AFFILIATES' MISSION TO IMPROVE HEALTH CAREWI501(C)(3)509(A)(3), TYPE IIIIOWA HEALTH SYSTEM0
MERITER HOSPITAL INC
202 SOUTH PARK STREETMADISONWI53715390806367HOSPITALWI501(C)(3)170(B)(1) (A)(III)MERITER HEALTH SERVICES INC0
NELLIE R SHERWOOD TRUST
1026 A AVENUE NECEDAR RAPIDSIA52402426061621PAY MEDICAL BILLS OF RETIRED TEACHERS UNABLE TO PAYIA501(C)(3)509(A)(3), TYPE IST LUKE'S METHODIST HOSPITAL0
NORTH CENTRAL IOWA MENTAL HEALTH CENTER INCORPORATED
720 KENYON DRIVEFORT DODGEIA50501420937390MENTAL HEALTH CAREIA501(C)(3)170(B)(1) (A)(III)TRINITY HEALTH SYSTEMS INC0
NORTHWEST IOWA HOSPITAL CORPORATION
2720 STONE PARK BLVDSIOUX CITYIA51104421019872HOSPITALIA501(C)(3)170(B)(1) (A)(III)ST LUKE'S HEALTH SYSTEM INC0
SIOUXLAND PACE INC
1200 TRI VIEW AVESIOUX CITYIA51103261120134ALL-INCLUSIVE CARE FOR THE ELDERLYIA501(C)(3)170(B)(1) (A)(III)IOWA PHYSICIANS CLINIC MEDICAL FOUNDATION0
ST LUKE'S HEALTH RESOURCES
2720 STONE PARK BLVDSIOUX CITYIA51104421059182OUTPATIENT CLINICS AND HEALTHCARE SERVICESIA501(C)(3)509(A)(2)ST LUKE'S HEALTH SYSTEM INC0
ST LUKE'S HEALTH SYSTEM INC
2720 STONE PARK BLVDSIOUX CITYIA51104421294091SUPPORT AFFILIATES' MISSION TO IMPROVE HEALTH CAREIA501(C)(3)509(A)(3), TYPE IIIIOWA HEALTH SYSTEM0
ST LUKE'S HEALTHCARE
1026 A AVENUE NECEDAR RAPIDSIA52402421487968SUPPORT AFFILIATES' MISSION TO IMPROVE HEALTH CAREIA501(C)(3)509(A)(3), TYPE IIIIOWA HEALTH SYSTEM0
ST LUKE'S METHODIST HOSPITAL
1026 A AVENUE NECEDAR RAPIDSIA52402420504780HOSPITALIA501(C)(3)170(B)(1) (A)(III)ST LUKE'S HEALTHCARE0
ST LUKE'SJONES REGIONAL MEDICAL CENTER
1795 HIGHWAY 64 EASTANAMOSAIA52205421487967HOSPITALIA501(C)(3)170(B)(1) (A)(III)ST LUKE'S HEALTHCARE0
STL CARE COMPANY
1026 A AVENUE NECEDAR RAPIDSIA52402421276632IMPROVE PUBLIC HEALTH SERVICESIA501(C)(3)509(A)(2)ST LUKE'S HEALTHCARE0
THE DUBUQUE VISITING NURSE ASSOCIATION
350 NORTH GRANDVIEW AVENUEDUBUQUEIA52001420680410PUBLIC HEALTH SERVICES/HOME CAREIA501(C)(3)509(A)(2)FINLEY TRI-STATES HEALTH GROUP INC0
THE FINLEY HOSPITAL
350 NORTH GRANDVIEW AVENUEDUBUQUEIA52001420680354HOSPITALIA501(C)(3)170(B)(1) (A)(III)FINLEY TRI-STATES HEALTH GROUP INC0
THE ROBERT YOUNG CENTER FOR COMMUNITY MENTAL HEALTH
2701 17TH STREETROCK ISLANDIL61201363678909MENTAL HEALTH CAREIL501(C)(3)170(B)(1) (A)(VI)TRINITY REGIONAL HEALTH SYSTEM0
TRIMARK PHYSICIANS GROUP
802 KENYON ROADFORT DODGEIA50501453791448SUPPORT SERVICES FOR MEDICAL CARE AND HEALTH SERVICESIA501(C)(3)170(B)(1) (A)(III)TRINITY HEALTH SYSTEMS INC0
TRINITY COLLEGE OF NURSING & HEALTH SCIENCES
2122 25TH AVEROCK ISLANDIL61201810994377EDUCATE AND DEVELOP HEALTHCARE PROFESSIONALSIL501(C)(3)170(B)(1) (A)(II)TRINITY MEDICAL CENTER0
TRINITY HEALTH FOUNDATION
802 KENYON ROADFORT DODGEIA50501421222381CHARITABLE FUNDRAISINGIA501(C)(3)170(B)(1) (A)(VI)TRINITY HEALTH SYSTEMS INC0
TRINITY HEALTH FOUNDATION
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MR ASSOCIATES LLP
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Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE R, PARTS I - IV:FormAndLineReferenceDesc
ExplanationIOWA HEALTH SYSTEM AND SUBSIDIARIES (D/B/A UNITYPOINT HEALTH) THIS ENTITY IS PART OF IOWA HEALTH SYSTEM (D/B/A UNITYPOINT HEALTH), THE NATION'S FIFTH LARGEST NON-DENOMINATIONAL HEALTH SYSTEM WITH $5.3B 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 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.ExplanationTxt