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Nonprofiteer
← UNITYPOINT AT HOME

Form 990 for tax year 2023

Filed by UNITYPOINT AT HOME.

Totals

Total revenue
$271,944,023
Total expenses
$268,647,651
Contributions and grants received
$1,122,294
Grants paid
$126,395
Program service revenue
$267,872,597
Investment income
$1,601,891
Other revenue
$1,347,241
Total assets, end of year
$95,645,964
Total liabilities, end of year
$26,951,644
Net assets or fund balances, end of year
$68,694,320
Program services expenses (Part IX)
$230,609,590
Management and general expenses
$38,038,061
Fundraising expenses
$0
Program service expenses (Part III)
$230,609,590

Program services were 85.8% 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

    $594,880

  • 1e · Government grants (contributions)

    $297,609

  • 1f · All other contributions, gifts and grants

    $229,805

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

    total $260,859,838 · related or exempt $260,161,918 · unrelated business $697,920

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

    total $6,341,908 · related or exempt $6,341,908

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

    total $663,051 · related or exempt $561,590 · unrelated business $101,461

  • 2d · Program service revenue: RENTAL INCOME

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

  • 3 · Investment income

    total $1,552,211 · related or exempt $4,564 · excluded $1,547,647

  • 7a · Gross sales of assets other than inventory

    securities $5,443,087 · other assets $319,987

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

    securities $5,454,115 · other assets $259,279

  • 7c · Gain or loss

    securities -$11,028 · other assets $60,708

  • 7d · Net gain or loss

    total $49,680 · excluded $49,680

  • 11a · Other revenue: SHARED SAVINGS REVENUE

    total $852,742 · related or exempt $852,742

  • 11b · Other revenue: MISCELLANEOUS

    total $494,499 · related or exempt $494,499

  • 11e · Other revenue, total

    $1,347,241

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $126,395 · program services $126,395

  • 5 · Compensation of officers, directors and key employees

    total $2,348,124 · management and general $2,348,124

  • 7 · Other salaries and wages

    total $79,851,603 · program services $56,197,140 · management and general $23,654,463

  • 8 · Pension plan contributions

    total $2,940,433 · program services $2,069,388 · management and general $871,045

  • 9 · Other employee benefits

    total $14,038,424 · program services $9,879,819 · management and general $4,158,605

  • 10 · Payroll taxes

    total $5,517,871 · program services $3,883,311 · management and general $1,634,560

  • 11a · Fees: management

    total $12,057,337 · program services $12,057,337

  • 11b · Fees: legal

    total $135,176 · program services $1,376 · management and general $133,800

  • 11f · Fees: investment management

    total $608,631 · program services $532,385 · management and general $76,246

  • 11g · Fees: other

    total $6,643,522 · program services $4,660,679 · management and general $1,982,843

  • 12 · Advertising and promotion

    total $16,791 · program services $249 · management and general $16,542

  • 13 · Office expenses

    total $44,627,082 · program services $44,219,194 · management and general $407,888

  • 14 · Information technology

    total -$678,468 · program services -$678,468

  • 16 · Occupancy

    total $3,786,066 · program services $1,440,529 · management and general $2,345,537

  • 17 · Travel

    total $2,814,222 · program services $2,687,921 · management and general $126,301

  • 19 · Conferences, conventions and meetings

    total $36,384 · program services $29,892 · management and general $6,492

  • 22 · Depreciation, depletion and amortization

    total $652,118 · program services $373,451 · management and general $278,667

  • 23 · Insurance

    total -$120,594 · program services -$120,594

  • 24a · Other expenses: MEDICAL SUPPLIES

    total $93,073,877 · program services $93,065,402 · management and general $8,475

  • 24b · Other expenses: MISCELLANEOUS EXPENSE

    total $141,942 · program services $190,697 · management and general -$48,755

  • 24c · Other expenses: INCOME TAXES

    total $30,715 · program services -$6,513 · management and general $37,228

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $14,156,220 · end of year $12,620,511

  • 2 · Savings and temporary cash investments

    beginning of year $10,768,199 · end of year $10,208,201

  • 4 · Accounts receivable

    beginning of year $19,476,283 · end of year $19,624,708

  • 7 · Other notes and loans receivable

    beginning of year $2,128,588 · end of year $2,740,995

  • 8 · Inventories for sale or use

    beginning of year $11,832,677 · end of year $11,676,725

  • 9 · Prepaid expenses and deferred charges

    beginning of year $405,291 · end of year $600,892

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

    $14,999,221

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

    $9,915,034

  • 10c · Land, buildings and equipment, net

    beginning of year $5,518,931 · end of year $5,084,187

  • 11 · Investments: publicly traded securities

    beginning of year $19,809,500 · end of year $24,143,566

  • 13 · Investments: program-related

    beginning of year $3,959,770 · end of year $4,197,493

  • 15 · Other assets

    beginning of year $5,749,617 · end of year $4,748,686

  • 17 · Accounts payable and accrued expenses

    beginning of year $16,794,772 · end of year $15,864,022

  • 19 · Deferred revenue

    beginning of year $423,273 · end of year $235,140

  • 24 · Unsecured notes and loans payable

    beginning of year -$164,318 · end of year -$258,124

  • 25 · Other liabilities

    beginning of year $13,045,799 · end of year $11,110,606

  • 27 · Net assets without donor restrictions

    beginning of year $60,442,936 · end of year $65,160,033

  • 28 · Net assets with donor restrictions

    beginning of year $3,262,614 · end of year $3,534,287

Mission and programs · 2023

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 342,140 HOME VISITS IN 2023.

    Expenses $228,696,232 · Grants $126,395 · Revenue $269,224,402

  • 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 $160,055 IN 2023. 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 $ 1,753,303 FOR 2023. TOTAL CHARITY CARE AND MEANS-TESTED PROGRAMS REPORTED VALUE: $1,913,358.

    Expenses $1,913,358

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Holley Bermel Do

    BOARD VICE CHAIR

    Total calculated
    $326,808
    From this org
    $0
    From related orgs
    $306,256
    Other
    $20,552
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $281,481 related
    Bonus
    $0 + $23,970 related
    Other
    $0 + $805 related
    Deferred
    $0 + $15,399 related
    Nontaxable benefits
    $0 + $5,153 related
    Filer's total
    $0 + $326,808 related

  • Leanne Burrack

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Pamela Delagardelle To 0823

    BOARD MEMBER

    Total calculated
    $1,082,998
    From this org
    $0
    From related orgs
    $980,661
    Other
    $102,337
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $545,718 related
    Bonus
    $0 + $389,506 related
    Other
    $0 + $45,437 related
    Deferred
    $0 + $86,308 related
    Nontaxable benefits
    $0 + $16,029 related
    Filer's total
    $0 + $1,082,998 related

  • Diana Edwards MD

    BOARD CHAIR

    Total calculated
    $429,455
    From this org
    $0
    From related orgs
    $383,148
    Other
    $46,307
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $343,069 related
    Bonus
    $0 + $39,675 related
    Other
    $0 + $404 related
    Deferred
    $0 + $16,500 related
    Nontaxable benefits
    $0 + $29,807 related
    Filer's total
    $0 + $429,455 related

  • Debbie Freiburg

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Debra Johnson

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Bradley Manning MD

    BOARD MEMBER

    Total calculated
    $11,475
    From this org
    $0
    From related orgs
    $11,475
    Other
    $0
    Hours/week
    1 + 1 related

  • Eric Neverman Do

    BOARD MEMBER

    Total calculated
    $520,781
    From this org
    $0
    From related orgs
    $492,612
    Other
    $28,169
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $481,780 related
    Bonus
    $0 + $10,400 related
    Other
    $0 + $432 related
    Deferred
    $0 + $16,500 related
    Nontaxable benefits
    $0 + $11,669 related
    Filer's total
    $0 + $520,781 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
    $365,919
    From this org
    $0
    From related orgs
    $340,066
    Other
    $25,853
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $328,266 related
    Bonus
    $0 + $10,671 related
    Other
    $0 + $1,129 related
    Deferred
    $0 + $16,500 related
    Nontaxable benefits
    $0 + $9,353 related
    Filer's total
    $0 + $365,919 related

  • Patricia Newland MD - Physician

    BOARD MEMBER/PRESIDENT/CEO (FR 05/22)

    Total calculated
    $967,188
    From this org
    $0
    From related orgs
    $862,508
    Other
    $104,680
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $527,488 related
    Bonus
    $0 + $323,918 related
    Other
    $0 + $11,102 related
    Deferred
    $0 + $80,032 related
    Nontaxable benefits
    $0 + $24,648 related
    Filer's total
    $0 + $967,188 related

  • Jenn Ofelt

    CHIEF OPERATING OFFICER

    Total calculated
    $490,597
    From this org
    $442,170
    From related orgs
    $0
    Other
    $48,427
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $330,238
    Bonus
    $109,003
    Other
    $2,929
    Deferred
    $29,362
    Nontaxable benefits
    $19,065
    Filer's total
    $490,597

  • Michael Welsch

    VP FINANCE & REV CYCLE

    Total calculated
    $306,493
    From this org
    $274,414
    From related orgs
    $0
    Other
    $32,079
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $216,553
    Bonus
    $57,791
    Other
    $70
    Deferred
    $12,897
    Nontaxable benefits
    $19,182
    Filer's total
    $306,493

  • Krista Bishop

    VP HOSPICE

    Total calculated
    $213,000
    From this org
    $181,098
    From related orgs
    $0
    Other
    $31,902
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $178,549
    Bonus
    $0
    Other
    $2,549
    Deferred
    $9,187
    Nontaxable benefits
    $22,715
    Filer's total
    $213,000

  • Christina Pinkley

    VP HOME HEALTH

    Total calculated
    $226,846
    From this org
    $216,107
    From related orgs
    $0
    Other
    $10,739
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $182,456
    Bonus
    $31,186
    Other
    $2,465
    Deferred
    $9,551
    Nontaxable benefits
    $1,188
    Filer's total
    $226,846

  • Patrick Reeves

    VP HOME MEDICAL EQUIPMENT

    Total calculated
    $208,267
    From this org
    $184,022
    From related orgs
    $0
    Other
    $24,245
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $141,837
    Bonus
    $41,837
    Other
    $348
    Deferred
    $8,519
    Nontaxable benefits
    $15,726
    Filer's total
    $208,267

  • Abby Ratzlaff

    DIRECTOR INFUSION PHARMACY

    Total calculated
    $210,812
    From this org
    $196,982
    From related orgs
    $0
    Other
    $13,830
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $175,155
    Bonus
    $18,657
    Other
    $3,170
    Deferred
    $9,966
    Nontaxable benefits
    $3,864
    Filer's total
    $210,812

  • Todd Richard

    VP PATIENT ACCESS

    Total calculated
    $257,608
    From this org
    $230,171
    From related orgs
    $0
    Other
    $27,437
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $177,758
    Bonus
    $52,025
    Other
    $388
    Deferred
    $11,772
    Nontaxable benefits
    $15,665
    Filer's total
    $257,608

  • Elizabeth Schwarz

    DIRECTOR HR

    Total calculated
    $201,002
    From this org
    $165,838
    From related orgs
    $24,886
    Other
    $10,278
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $140,780 + $24,846 related
    Bonus
    $21,770
    Other
    $3,288 + $40 related
    Deferred
    $8,281 + $1,242 related
    Nontaxable benefits
    $719 + $36 related
    Filer's total
    $174,838 + $26,164 related

  • Marissa Smith

    CHIEF COMPLIANCE OFFICER

    Total calculated
    $259,660
    From this org
    $225,193
    From related orgs
    $0
    Other
    $34,467
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $174,236
    Bonus
    $50,819
    Other
    $138
    Deferred
    $11,628
    Nontaxable benefits
    $22,839
    Filer's total
    $259,660

  • Lois Glanz

    DIRECTOR CLINICIAL OPTIMIZATION

    Total calculated
    $164,430
    From this org
    $145,773
    From related orgs
    $0
    Other
    $18,657
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $124,734
    Bonus
    $18,178
    Other
    $2,861
    Deferred
    $7,547
    Nontaxable benefits
    $11,110
    Filer's total
    $164,430

  • Erin Templeton

    DIR CLINICAL PROCESS IMPROV.

    Total calculated
    $163,285
    From this org
    $145,257
    From related orgs
    $0
    Other
    $18,028
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $128,068
    Bonus
    $17,135
    Other
    $54
    Deferred
    $7,373
    Nontaxable benefits
    $10,655
    Filer's total
    $163,285

  • Amy Leister

    DIRECTOR CLINICAL EDUCATION

    Total calculated
    $184,874
    From this org
    $164,889
    From related orgs
    $0
    Other
    $19,985
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $144,328
    Bonus
    $20,163
    Other
    $398
    Deferred
    $7,645
    Nontaxable benefits
    $12,340
    Filer's total
    $184,874

  • Dianne Schultz

    DIRECTOR CARE AT HOME SVCS

    Total calculated
    $224,279
    From this org
    $212,697
    From related orgs
    $0
    Other
    $11,582
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $184,757
    Bonus
    $27,544
    Other
    $396
    Deferred
    $10,615
    Nontaxable benefits
    $967
    Filer's total
    $224,279

  • Maren Steensen

    PHARMACY MANAGER

    Total calculated
    $173,694
    From this org
    $163,885
    From related orgs
    $0
    Other
    $9,809
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $156,160
    Bonus
    $7,600
    Other
    $125
    Deferred
    $8,209
    Nontaxable benefits
    $1,600
    Filer's total
    $173,694

  • David Williams MD To 0420

    SVP CHIEF CLINICAL OFFICER-UPH (FR 04/20)

    Total calculated
    $1,857,782
    From this org
    $0
    From related orgs
    $1,720,752
    Other
    $137,030
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $587,707 related
    Bonus
    $0 + $696,815 related
    Other
    $0 + $436,230 related
    Deferred
    $0 + $113,203 related
    Nontaxable benefits
    $0 + $23,827 related
    Filer's total
    $0 + $1,857,782 related

  • Jane Arnold To 1218

    FORMER VP OPERATIONS

    Total calculated
    $392,873
    From this org
    $0
    From related orgs
    $330,769
    Other
    $62,104
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $249,220 related
    Bonus
    $0 + $77,475 related
    Other
    $0 + $4,074 related
    Deferred
    $0 + $37,577 related
    Nontaxable benefits
    $0 + $24,527 related
    Filer's total
    $0 + $392,873 related

  • Jessica Meisner To 0222

    FMR VP HUMAN RESOURCES

    Total calculated
    $575,906
    From this org
    $0
    From related orgs
    $531,575
    Other
    $44,331
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $411,696 related
    Bonus
    $0 + $116,157 related
    Other
    $0 + $3,722 related
    Deferred
    $0 + $25,500 related
    Nontaxable benefits
    $0 + $18,831 related
    Filer's total
    $0 + $575,906 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: DAVID WILLIAMS, MD $62,834. NONQUALIFIED RETIREMENT PLAN EARNINGS: THE FOLLOWING INDIVIDUAL(S) PARTICIPATED IN A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN WITH THE FOLLOWING CHANGES TO THEIR ACCOUNTS: JANE ARNOLD $23,414, PAMELA DELAGARDELLE $69,808, JESSICA MEISNER $9,000, PATRICIA NEWLAND $63,532, JENN OFELT $12,862, AND DAVID WILLIAMS, MD $96,703. NONQUALIFIED RETIREMENT PLAN DISTRIBUTIONS: THE FOLLOWING INDIVIDUAL(S) PARTICIPATED IN AND RECEIVED PAYMENTS FROM A SUPPLEMENTAL NON-QUALIFIED PLAN: DAVID WILLIAMS, MD $403,201. PAYOUTS ARE MADE WITH VESTED FUNDS, AS ESTABLISHED BY PLAN DOCUMENTS.
SCHEDULE J, PART I, LINE 3
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 $16,620 · share of assets $200,357 · 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

  • PRECEDENCE PLUS INC

    C · MANAGED MENTAL CARE · IA

  • STL HEALTH RESOURCES CO

    C · PHYSICIAN OFFICE RENTAL · IA

  • TRINITY HEALTH ENTERPRISES INC

    C · RETAIL DURABLE MEDICAL EQUIPMENT & PHARMACY · IL

Provenance

Return type
form_990
Tax year
2023
Filed
12 November 2024
IRS schema version
2023v5.1
Source object
202413199349310621

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