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← IOWA HEALTH FOUNDATION

Form 990 for tax year 2022

Filed by IOWA HEALTH FOUNDATION.

Totals

Total revenue
$21,602,686
Total expenses
$20,112,807
Contributions and grants received
$9,078,976
Grants paid
$15,217,027
Program service revenue
$123,204
Investment income
$12,476,005
Other revenue
-$75,499
Total assets, end of year
$202,804,747
Total liabilities, end of year
$16,257,070
Net assets or fund balances, end of year
$186,547,677
Program services expenses (Part IX)
$15,217,027
Management and general expenses
$2,771,633
Fundraising expenses
$2,124,147
Program service expenses (Part III)
$15,217,027

Program services were 75.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • LARRY BAKER DO

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • TIM BILLERBECK

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • CHARLES COLBY III

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • REYNOLDS CRAMER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • JOHN GHRIST MD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • DEVON GOETZ MD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • LINDA GRANDQUIST

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • CHRISTINE HALBROOK

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • CARMA HERRING RN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • RANDY HERTZ

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • THOMAS HOUSER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • BURTON 'TOBY' JOSEPH

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • GARY KAHN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • MIKE KAMMERER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • MIKE MCCOY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • ROSE MITCHELL

    BOARD VICE CHAIR

    Total calculated
    $0
    Hours/week
    1
  • JAMIE MYERS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • RICK PERTZBORN

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    1
  • MIKE RICHARDSON

    BOARD MEMBER (FR 02/22)

    Total calculated
    $0
    Hours/week
    1
  • TONY ROGERS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • DAVID STARK

    BOARD MEMBER/CEO

    Total calculated
    $1,775,138
    From this org
    $0
    From related orgs
    $1,646,674
    Other
    $128,464
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $573,849 related
    Bonus
    $0 + $172,266 related
    Other
    $0 + $900,559 related
    Deferred
    $0 + $102,789 related
    Nontaxable benefits
    $0 + $25,675 related
    Filer's total
    $0 + $1,775,138 related
  • GEORGIA VAN GUNDY

    BOARD TREASURER

    Total calculated
    $0
    Hours/week
    1
  • MARK WISKUS

    BOARD SECRETARY

    Total calculated
    $0
    Hours/week
    1
  • DONALD IRELAND-SCHUNICHT

    SVP, GIFT PLANNING

    Total calculated
    $246,246
    From this org
    $0
    From related orgs
    $224,503
    Other
    $21,743
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $208,715 related
    Bonus
    $0 + $15,417 related
    Other
    $0 + $371 related
    Deferred
    $0 + $11,363 related
    Nontaxable benefits
    $0 + $10,380 related
    Filer's total
    $0 + $246,246 related
  • DAN LAGRANGE VP PHILANTHROPY

    VP FINANCE & OPERATIONS

    Total calculated
    $286,885
    From this org
    $0
    From related orgs
    $243,858
    Other
    $43,027
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $188,226 related
    Bonus
    $0 + $50,068 related
    Other
    $0 + $5,564 related
    Deferred
    $0 + $12,353 related
    Nontaxable benefits
    $0 + $30,674 related
    Filer's total
    $0 + $286,885 related
  • DENNIS LINDERBAUM

    PRESIDENT

    Total calculated
    $357,369
    From this org
    $0
    From related orgs
    $319,169
    Other
    $38,200
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $254,260 related
    Bonus
    $0 + $41,135 related
    Other
    $0 + $23,774 related
    Deferred
    $0 + $15,151 related
    Nontaxable benefits
    $0 + $23,049 related
    Filer's total
    $0 + $357,369 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

  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 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, LINE 4B
NONQUALIFIED RETIREMENT PLAN CONTRIBUTIONS: THE FOLLOWING INDIVIDUAL(S) PARTICIPATED IN AND RECEIVED CONTRIBUTIONS IN A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN: DAVID STARK $87,539. NONQUALIFIED RETIREMENT PLAN DISTRIBUTIONS: THE FOLLOWING INDIVIDUAL(S) PARTICIPATED IN AND RECEIVED PAYMENTS FROM A SUPPLEMENTAL NON-QUALIFIED PLAN: DAVID STARK $883,999. PAYOUTS ARE MADE WITH VESTED FUNDS, AS ESTABLISHED BY PLAN DOCUMENTS.

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.

Related corporations and trusts

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

Provenance

Return type
form_990
Tax year
2022
Filed
7 November 2023
IRS schema version
2022v5.0
Source object
202323189349306932

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