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Nonprofiteer
← UNITYPOINT HEALTH AT WORK

Form 990 for tax year 2023

Filed by UNITYPOINT HEALTH AT WORK.

Totals

Total revenue
$14,141,073
Total expenses
$14,551,833
Contributions and grants received
$0
Grants paid
$150,000
Program services expenses (Part IX)
$13,047,153
Management and general expenses
$1,504,680
Fundraising expenses
$0
Program service expenses (Part III)
$13,047,153

Program services were 89.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • MATT BEHRENS

    BOARD MEMBER

    Total calculated
    $313,303
    From this org
    $0
    From related orgs
    $288,898
    Other
    $24,405
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $227,528 related
    Bonus
    $0 + $61,232 related
    Other
    $0 + $138 related
    Deferred
    $0 + $14,667 related
    Nontaxable benefits
    $0 + $9,738 related
    Filer's total
    $0 + $313,303 related

  • PAMELA DELAGARDELLE

    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

  • MARK JOHNSON

    BOARD VICE CHAIR

    Total calculated
    $562,665
    From this org
    $0
    From related orgs
    $467,698
    Other
    $94,967
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $364,068 related
    Bonus
    $0 + $94,523 related
    Other
    $0 + $9,107 related
    Deferred
    $0 + $69,095 related
    Nontaxable benefits
    $0 + $25,872 related
    Filer's total
    $0 + $562,665 related

  • ERIN KENNEDY MD FR 623

    BOARD MEMBER

    Total calculated
    $351,771
    From this org
    $0
    From related orgs
    $309,454
    Other
    $42,317
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $308,724 related
    Bonus
    $0
    Other
    $0 + $730 related
    Deferred
    $0 + $15,983 related
    Nontaxable benefits
    $0 + $26,334 related
    Filer's total
    $0 + $351,771 related

  • MATTHEW ROMANIN

    BOARD CHAIR/CEO

    Total calculated
    $925,907
    From this org
    $0
    From related orgs
    $883,851
    Other
    $42,056
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $406,182 related
    Bonus
    $0 + $174,857 related
    Other
    $0 + $302,812 related
    Deferred
    $0 + $16,500 related
    Nontaxable benefits
    $0 + $25,556 related
    Filer's total
    $0 + $925,907 related

  • DENNIS SHIRLEY FR 623

    BOARD MEMBER

    Total calculated
    $452,144
    From this org
    $0
    From related orgs
    $411,425
    Other
    $40,719
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $323,228 related
    Bonus
    $0 + $85,154 related
    Other
    $0 + $3,043 related
    Deferred
    $0 + $16,500 related
    Nontaxable benefits
    $0 + $24,219 related
    Filer's total
    $0 + $452,144 related

  • STEVEN RIPPENTROP MD MEDICAL DIRECT

    OCCUPATIONAL MEDICINE

    Total calculated
    $430,852
    From this org
    $0
    From related orgs
    $411,942
    Other
    $18,910
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $359,546 related
    Bonus
    $0 + $51,676 related
    Other
    $0 + $720 related
    Deferred
    $0 + $16,500 related
    Nontaxable benefits
    $0 + $2,410 related
    Filer's total
    $0 + $430,852 related

  • SARAH SULLIVAN

    EXECUTIVE DIRECTOR

    Total calculated
    $221,467
    From this org
    $0
    From related orgs
    $207,630
    Other
    $13,837
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $175,367 related
    Bonus
    $0 + $32,173 related
    Other
    $0 + $90 related
    Deferred
    $0 + $10,530 related
    Nontaxable benefits
    $0 + $3,307 related
    Filer's total
    $0 + $221,467 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 — 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: PAMELA DELAGARDELLE $69,808 AND MARK JOHNSON $52,595. NONQUALIFIED RETIREMENT PLAN DISTRIBUTIONS: THE FOLLOWING INDIVIDUAL(S) PARTICIPATED IN AND RECEIVED PAYMENTS FROM A SUPPLEMENTAL NON-QUALIFIED PLAN: MATTHEW ROMANIN $296,035. 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.

Provenance

Return type
form_990
Tax year
2023
Filed
11 November 2024
IRS schema version
2023v5.1
Source object
202403199349310620

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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