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Nonprofiteer
← UNITYPOINT AT HOME

Form 990 for tax year 2024

Filed by UNITYPOINT AT HOME.

Totals

Total revenue
$286,316,649
Total expenses
$288,174,806
Contributions and grants received
$1,052,628
Grants paid
$125,540
Program service revenue
$282,948,461
Investment income
$2,134,478
Other revenue
$181,082
Total assets, end of year
$95,368,838
Total liabilities, end of year
$27,849,283
Net assets or fund balances, end of year
$67,519,555
Program services expenses (Part IX)
$254,540,335
Management and general expenses
$33,634,471
Fundraising expenses
$0
Program service expenses (Part III)
$254,540,335

Program services were 88.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1d · Related organizations

    $638,351

  • 1e · Government grants (contributions)

    $180,000

  • 1f · All other contributions, gifts and grants

    $234,277

  • 2a · Program service revenue: HOME HEALTH CARE SERV

    total $276,968,338 · related or exempt $276,239,364 · unrelated business $728,974

  • 2b · Program service revenue: MGMT & SUPPORT SVCS

    total $5,395,490 · related or exempt $5,395,490

  • 2c · Program service revenue: SUBS & JOINT VENTURES

    total $576,808 · related or exempt $430,343 · unrelated business $146,465

  • 2d · Program service revenue: RENTAL INCOME

    total $7,800 · related or exempt $7,800

  • 2e · Program service revenue: PUBLIC HEALTH PROGRAMS

    total $25 · related or exempt $25

  • 3 · Investment income

    total $1,376,411 · related or exempt $28,319 · excluded $1,348,092

  • 7a · Gross sales of assets other than inventory

    securities $5,899,632 · other assets $45,345

  • 7b · Less cost or other basis and sales expenses

    securities $5,160,664 · other assets $26,246

  • 7c · Gain or loss

    securities $738,968 · other assets $19,099

  • 7d · Net gain or loss

    total $758,067 · excluded $758,067

  • 11a · Other revenue: MISCELLANEOUS

    total $122,805 · related or exempt $122,805

  • 11b · Other revenue: SHARED SAVINGS REVENUE

    total $58,277 · related or exempt $58,277

  • 11e · Other revenue, total

    $181,082

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $125,540 · program services $125,540

  • 5 · Compensation of officers, directors and key employees

    total $2,576,733 · management and general $2,576,733

  • 7 · Other salaries and wages

    total $82,454,097 · program services $61,901,326 · management and general $20,552,771

  • 8 · Pension plan contributions

    total $3,062,653 · program services $2,299,246 · management and general $763,407

  • 9 · Other employee benefits

    total $14,407,985 · program services $10,816,605 · management and general $3,591,380

  • 10 · Payroll taxes

    total $5,761,742 · program services $4,325,552 · management and general $1,436,190

  • 11a · Fees: management

    total $12,056,207 · program services $12,056,207

  • 11b · Fees: legal

    total $31,088 · program services $15,016 · management and general $16,072

  • 11f · Fees: investment management

    total $691,606 · program services $641,497 · management and general $50,109

  • 11g · Fees: other

    total $6,505,476 · program services $5,141,670 · management and general $1,363,806

  • 12 · Advertising and promotion

    total $20,846 · program services $8,387 · management and general $12,459

  • 13 · Office expenses

    total $41,469,514 · program services $41,115,271 · management and general $354,243

  • 14 · Information technology

    total -$335,915 · program services -$335,915

  • 16 · Occupancy

    total $3,831,257 · program services $1,416,047 · management and general $2,415,210

  • 17 · Travel

    total $3,031,852 · program services $2,868,853 · management and general $162,999

  • 19 · Conferences, conventions and meetings

    total $73,695 · program services $36,453 · management and general $37,242

  • 22 · Depreciation, depletion and amortization

    total $644,836 · program services $375,031 · management and general $269,805

  • 23 · Insurance

    total $91,631 · program services $91,631

  • 24a · Other expenses: MEDICAL SUPPLIES

    total $111,448,358 · program services $111,442,635 · management and general $5,723

  • 24b · Other expenses: MISCELLANEOUS EXPENSE

    total $113,742 · program services $202,794 · management and general -$89,052

  • 24c · Other expenses: INCOME TAXES

    total $111,863 · program services -$3,511 · management and general $115,374

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $12,620,511 · end of year $8,686,330

  • 2 · Savings and temporary cash investments

    beginning of year $10,208,201 · end of year $5,157,893

  • 4 · Accounts receivable

    beginning of year $19,624,708 · end of year $25,758,797

  • 7 · Other notes and loans receivable

    beginning of year $2,740,995 · end of year $3,473,011

  • 8 · Inventories for sale or use

    beginning of year $11,676,725 · end of year $13,053,413

  • 9 · Prepaid expenses and deferred charges

    beginning of year $600,892 · end of year $531,246

  • 10a · Land, buildings and equipment: cost or other basis

    $14,620,115

  • 10b · Land, buildings and equipment: accumulated depreciation

    $9,900,215

  • 10c · Land, buildings and equipment, net

    beginning of year $5,084,187 · end of year $4,719,900

  • 11 · Investments: publicly traded securities

    beginning of year $24,143,566 · end of year $25,645,280

  • 13 · Investments: program-related

    beginning of year $4,197,493 · end of year $4,286,244

  • 15 · Other assets

    beginning of year $4,748,686 · end of year $4,056,724

  • 17 · Accounts payable and accrued expenses

    beginning of year $15,864,022 · end of year $16,865,969

  • 19 · Deferred revenue

    beginning of year $235,140 · end of year $60,428

  • 24 · Unsecured notes and loans payable

    beginning of year -$258,124 · end of year -$152,313

  • 25 · Other liabilities

    beginning of year $11,110,606 · end of year $11,075,199

  • 27 · Net assets without donor restrictions

    beginning of year $65,160,033 · end of year $63,975,326

  • 28 · Net assets with donor restrictions

    beginning of year $3,534,287 · end of year $3,544,229

Mission and programs · 2024

Mission

TO IMPROVE THE HEALTH OF OUR COMMUNITY THROUGH HEALING, CARING AND TEACHING.

Activities or mission (Part I)

IMPROVE THE HEALTH OF THE PEOPLE AND COMMUNITIES WE SERVE.

  • 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.

    Expenses $253,748,594 · Grants $125,540 · Revenue $283,157,862

  • 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.

    Expenses $791,741

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Jane Arnold

    BOARD MEMBER

    Total calculated
    $458,856
    From this org
    $0
    From related orgs
    $385,211
    Other
    $73,645
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $319,694 related
    Bonus
    $0 + $59,472 related
    Other
    $0 + $6,045 related
    Deferred
    $0 + $46,581 related
    Nontaxable benefits
    $0 + $27,064 related
    Filer's total
    $0 + $458,856 related

  • Leanne Burrack To 1124

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Diana Edwards MD

    BOARD CHAIR

    Total calculated
    $418,415
    From this org
    $0
    From related orgs
    $370,926
    Other
    $47,489
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $339,879 related
    Bonus
    $0 + $30,660 related
    Other
    $0 + $387 related
    Deferred
    $0 + $17,250 related
    Nontaxable benefits
    $0 + $30,239 related
    Filer's total
    $0 + $418,415 related

  • Ken Felz MD

    BOARD MEMBER

    Total calculated
    $9,399
    From this org
    $0
    From related orgs
    $7,904
    Other
    $1,495
    Hours/week
    1 + 40 related

  • Debbie Freiburg

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Lance Horbach

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Debra Johnson

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Eric Neverman Do

    BOARD MEMBER

    Total calculated
    $537,057
    From this org
    $0
    From related orgs
    $507,200
    Other
    $29,857
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $496,265 related
    Bonus
    $0 + $10,483 related
    Other
    $0 + $452 related
    Deferred
    $0 + $17,250 related
    Nontaxable benefits
    $0 + $12,607 related
    Filer's total
    $0 + $537,057 related

  • Brian Scott

    BOARD TREASURER/SECRETARY

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Debra Shriver

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Andrea White MD

    BOARD MEMBER

    Total calculated
    $377,961
    From this org
    $0
    From related orgs
    $350,956
    Other
    $27,005
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $341,404 related
    Bonus
    $0 + $8,448 related
    Other
    $0 + $1,104 related
    Deferred
    $0 + $17,118 related
    Nontaxable benefits
    $0 + $9,887 related
    Filer's total
    $0 + $377,961 related

  • Patricia Newland MD - Board Member

    PRESIDENT - UNITYPOINT CLINIC

    Total calculated
    $897,200
    From this org
    $0
    From related orgs
    $793,456
    Other
    $103,744
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $593,994 related
    Bonus
    $0 + $182,506 related
    Other
    $0 + $16,956 related
    Deferred
    $0 + $77,458 related
    Nontaxable benefits
    $0 + $26,286 related
    Filer's total
    $0 + $897,200 related

  • Todd Wenck MD

    BOARD MEMBER

    Total calculated
    $762,500
    From this org
    $0
    From related orgs
    $715,779
    Other
    $46,721
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $706,330 related
    Bonus
    $0 + $8,120 related
    Other
    $0 + $1,329 related
    Deferred
    $0 + $17,250 related
    Nontaxable benefits
    $0 + $29,471 related
    Filer's total
    $0 + $762,500 related

  • Jenn Ofelt

    CHIEF OPERATING OFFICER

    Total calculated
    $522,889
    From this org
    $445,883
    From related orgs
    $0
    Other
    $77,006
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $377,539
    Bonus
    $64,796
    Other
    $3,548
    Deferred
    $55,908
    Nontaxable benefits
    $21,098
    Filer's total
    $522,889

  • Michael Welsch

    VP OPS, FIN, & REV CYCLE

    Total calculated
    $321,390
    From this org
    $286,109
    From related orgs
    $0
    Other
    $35,281
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $235,601
    Bonus
    $50,448
    Other
    $60
    Deferred
    $14,166
    Nontaxable benefits
    $21,115
    Filer's total
    $321,390

  • Krista Bishop

    VP HOSPICE

    Total calculated
    $261,180
    From this org
    $226,157
    From related orgs
    $0
    Other
    $35,023
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $183,704
    Bonus
    $38,628
    Other
    $3,825
    Deferred
    $10,021
    Nontaxable benefits
    $25,002
    Filer's total
    $261,180

  • Chad Mentele

    DIRECTOR SPECIALTY PHARMACY

    Total calculated
    $259,150
    From this org
    $208,158
    From related orgs
    $0
    Other
    $50,992
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $193,071
    Bonus
    $15,000
    Other
    $87
    Deferred
    $11,046
    Nontaxable benefits
    $39,946
    Filer's total
    $259,150

  • Christina Pinkley

    VP HOME HEALTH

    Total calculated
    $252,580
    From this org
    $226,738
    From related orgs
    $0
    Other
    $25,842
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $185,094
    Bonus
    $38,628
    Other
    $3,016
    Deferred
    $10,494
    Nontaxable benefits
    $15,348
    Filer's total
    $252,580

  • Patrick Reeves

    VP HOME MEDICAL EQUIPMENT

    Total calculated
    $203,990
    From this org
    $175,493
    From related orgs
    $0
    Other
    $28,497
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $143,775
    Bonus
    $31,580
    Other
    $138
    Deferred
    $9,013
    Nontaxable benefits
    $19,484
    Filer's total
    $203,990

  • Abby Ratzlaff

    DIRECTOR INFUSION PHARMACY

    Total calculated
    $226,130
    From this org
    $211,352
    From related orgs
    $0
    Other
    $14,778
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $188,512
    Bonus
    $19,180
    Other
    $3,660
    Deferred
    $10,689
    Nontaxable benefits
    $4,089
    Filer's total
    $226,130

  • Todd Richard To 0624

    VP PATIENT ACCESS

    Total calculated
    $241,280
    From this org
    $221,625
    From related orgs
    $0
    Other
    $19,655
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $83,027
    Bonus
    $38,649
    Other
    $99,949
    Deferred
    $6,225
    Nontaxable benefits
    $13,430
    Filer's total
    $241,280

  • Elizabeth Schwarz To 0224

    DIRECTOR HR

    Total calculated
    $311,640
    From this org
    $32,852
    From related orgs
    $263,710
    Other
    $15,078
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $32,702 + $226,154 related
    Bonus
    $0 + $17,888 related
    Other
    $150 + $19,668 related
    Deferred
    $1,635 + $13,004 related
    Nontaxable benefits
    $165 + $274 related
    Filer's total
    $34,652 + $276,988 related

  • Marissa Smith

    VP ACCREDIDATION & REG OFFICER

    Total calculated
    $253,489
    From this org
    $213,695
    From related orgs
    $0
    Other
    $39,794
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $175,146
    Bonus
    $38,296
    Other
    $253
    Deferred
    $10,239
    Nontaxable benefits
    $29,555
    Filer's total
    $253,489

  • Jennifer Geddes

    RN CASE MGR HOSPICE

    Total calculated
    $195,628
    From this org
    $171,956
    From related orgs
    $3,226
    Other
    $20,446
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $168,366 + $214 related
    Bonus
    $3,500 + $3,000 related
    Other
    $90 + $12 related
    Deferred
    $8,712 + $162 related
    Nontaxable benefits
    $11,426 + $146 related
    Filer's total
    $192,094 + $3,534 related

  • Tracie Wallen

    RN CASE MGR HOSPICE

    Total calculated
    $229,387
    From this org
    $196,775
    From related orgs
    $343
    Other
    $32,269
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $193,587 + $303 related
    Bonus
    $3,000
    Other
    $188 + $40 related
    Deferred
    $9,978 + $16 related
    Nontaxable benefits
    $22,228 + $47 related
    Filer's total
    $228,981 + $406 related

  • Amy Leister

    DIRECTOR CLINICAL EDUCATION

    Total calculated
    $186,007
    From this org
    $164,933
    From related orgs
    $0
    Other
    $21,074
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $148,813
    Bonus
    $15,857
    Other
    $263
    Deferred
    $7,781
    Nontaxable benefits
    $13,293
    Filer's total
    $186,007

  • Dianne Schultz

    DIRECTOR CARE AT HOME SVCS

    Total calculated
    $226,481
    From this org
    $219,580
    From related orgs
    $0
    Other
    $6,901
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $91,083
    Bonus
    $24,517
    Other
    $103,980
    Deferred
    $6,415
    Nontaxable benefits
    $486
    Filer's total
    $226,481

  • Maren Steensen

    PHARMACY MANAGER

    Total calculated
    $201,316
    From this org
    $171,401
    From related orgs
    $0
    Other
    $29,915
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $162,841
    Bonus
    $8,455
    Other
    $105
    Deferred
    $8,789
    Nontaxable benefits
    $21,126
    Filer's total
    $201,316

  • David Williams MD To 0420

    FORMER SVP CHIEF CLINICAL OFFICER-UP

    Total calculated
    $868,677
    From this org
    $0
    From related orgs
    $860,742
    Other
    $7,935
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0 + $207,269 related
    Other
    $0 + $653,473 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $7,935 related
    Filer's total
    $0 + $868,677 related

  • Jessica Meisner To 0222

    FMR VP HUMAN RESOURCES

    Total calculated
    $824,273
    From this org
    $0
    From related orgs
    $699,181
    Other
    $125,092
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $580,151 related
    Bonus
    $0 + $111,344 related
    Other
    $0 + $7,686 related
    Deferred
    $0 + $105,000 related
    Nontaxable benefits
    $0 + $20,092 related
    Filer's total
    $0 + $824,273 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

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.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • ADVANCED IMAGING CENTER LLC

    DIAGNOSTIC RADIOLOGY CENTER · IA · general or managing partner

  • ANKENY MEDICAL PARK SURGERY CENTER LC

    AMBULATORY SURGERY CENTER · IA · general or managing partner

  • CENTRAL IOWA PHYSIO LLC

    PHYSICAL THERAPY SERVICES · IA · general or managing partner

  • DUBUQUE ENDOSCOPY CENTER LC

    AMBULATORY SURGERY CENTER · IA · general or managing partner

  • EASTERN IOWA SLEEP SUPPLY LLC

    RELATED · MEDICAL EQUIPMENT RETAIL SALES · IA · 51% owned · share of income $8,201 · share of assets $194,655 · general or managing partner

    Directly controlled by UNITYPOINT AT HOME

  • HEALTH CARE AFFILIATES OF THE TRI-STATES LLC

    PROVIDE ACCESS TO LICENSED SOFTWARE · IA · general or managing partner

  • IOWA DIAGNOSTIC IMAGING AND PROCEDURE CENTER LC

    OUTPATIENT DIAGNOSTIC IMAGING · IA · general or managing partner

  • IOWA HEALTH SYSTEM CONTRACTING SERVICES LC

    GROUP PURCHASING · IA · general or managing partner

  • LAKEVIEW SURGERY CENTER LC

    SURGERY CENTER · IA · general or managing partner

  • MR ASSOCIATES LLP

    OWN AND OPERATE MR UNIT · IA · general or managing partner

  • ORTHOPAEDIC OUTPATIENT SURGERY CENTER LC

    AMBULATORY SURGERY CENTER · IA · general or managing partner

  • THE OUTPATIENT SURGERY CENTER OF CEDAR RAPIDS LLC

    AMBULATORY SURGERY CENTER. · IA · general or managing partner

  • UNITED MEDICAL PARK ASC LLC DBA THE SURGERY CENTER AT UNITED MEDICAL PARK

    AMBULATORY SURGERY CENTER · IA · general or managing partner

  • UPHT-SCA HOLDINGS LLC

    AMBULATORY SURGERY CENTER INVESTMENT · DE

  • WEST LAKES SLEEP CENTER LLC

    SLEEP DISORDER DIAGNOSTIC TESTING FACILITY · IA · general or managing partner

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • ABBE MANAGEMENT CORPORATION

    C · MANAGEMENT SERVICES · IA

  • BROADBAND INC

    C · INFORMATION TECHNOLOGY MGMT. · IA

  • DELHI POINT CONDO ASSOCIATION

    C · REAL ESTATE MANAGEMENT · IA

  • HCP CORPORATION

    C · REAL ESTATE RENTAL · WI

  • HANSEN CHARITABLE REMAINDER ANNUITY TRUST

    T · INVESTMENT · IA

  • HANSEN CHARITABLE REMAINDER UNITRUST

    T · INVESTMENT · IA

  • HEALTH ADVANTAGE PLUS INC

    C · PHYSICAL THERAPY · IA

  • HNC SERVICES

    C · FIBER OPTIC NETWORK SERVICES · IA

  • MEDIMORE INC

    C · MANAGED CARE · IA

  • MERITER HEALTH ENTERPRISES INC

    C · MANAGEMENT SERVICES · WI

  • MERITER MANAGEMENT SERVICES INC

    C · ADMINISTRATIVE SERVICES · WI

  • PRECEDENCE INC

    C · MANAGED MENTAL CARE · IA

  • STL HEALTH RESOURCES CO

    C · PHYSICIAN OFFICE RENTAL · IA

  • TRINITY HEALTH ENTERPRISES INC

    C · RETAIL PHARMACY · IL

Provenance

Return type
form_990
Tax year
2024
Filed
3 November 2025
IRS schema version
2024v5.2
Source object
202533179349309128

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