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Nonprofiteer
← TRINITY REGIONAL MEDICAL CENTER

Form 990 for tax year 2024

Filed by TRINITY REGIONAL MEDICAL CENTER.

Totals

Total revenue
$205,972,446
Total expenses
$187,909,249
Contributions and grants received
$1,692,090
Grants paid
$9,465,933
Program service revenue
$197,971,676
Investment income
$5,411,644
Other revenue
$897,036
Total assets, end of year
$254,406,164
Total liabilities, end of year
$29,660,883
Net assets or fund balances, end of year
$224,745,281
Program services expenses (Part IX)
$181,691,678
Management and general expenses
$6,217,571
Fundraising expenses
$0
Program service expenses (Part III)
$181,691,678

Program services were 96.7% 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

    $1,659,760

  • 1e · Government grants (contributions)

    $7,500

  • 1f · All other contributions, gifts and grants

    $24,830

  • 2a · Program service revenue: NET PATIENT REVENUE

    total $191,493,782 · related or exempt $191,493,782

  • 2b · Program service revenue: PHARMACY REVENUE

    total $3,662,121 · related or exempt $3,296,036 · unrelated business $366,085

  • 2c · Program service revenue: RENTAL INCOME

    total $1,596,035 · related or exempt $1,596,035

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

    total $1,219,738 · related or exempt $1,219,738

  • 3 · Investment income

    total $2,644,102 · excluded $2,644,102

  • 7a · Gross sales of assets other than inventory

    securities $37,505,875 · other assets $229,070

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

    securities $34,938,198 · other assets $29,205

  • 7c · Gain or loss

    securities $2,567,677 · other assets $199,865

  • 7d · Net gain or loss

    total $2,767,542 · excluded $2,767,542

  • 11a · Other revenue: MISCELLANEOUS

    total $453,216 · related or exempt $453,216

  • 11b · Other revenue: SHARED SAVINGS REVENUE

    total $427,672 · related or exempt $427,672

  • 11c · Other revenue: CAFETERIA/FOOD SVCS

    total $16,148 · excluded $16,148

  • 11e · Other revenue, total

    $897,036

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $9,431,612 · program services $9,431,612

  • 2 · Grants to domestic individuals

    total $34,321 · program services $34,321

  • 5 · Compensation of officers, directors and key employees

    total $324,286 · management and general $324,286

  • 6 · Compensation of disqualified persons

    total $141,505 · management and general $141,505

  • 7 · Other salaries and wages

    total $79,282,605 · program services $75,955,232 · management and general $3,327,373

  • 8 · Pension plan contributions

    total $2,331,792 · program services $2,233,930 · management and general $97,862

  • 9 · Other employee benefits

    total $10,330,225 · program services $9,896,681 · management and general $433,544

  • 10 · Payroll taxes

    total $4,560,695 · program services $4,369,289 · management and general $191,406

  • 11a · Fees: management

    total $18,935,386 · program services $18,709,609 · management and general $225,777

  • 11b · Fees: legal

    total $581,651 · program services $530,721 · management and general $50,930

  • 11f · Fees: investment management

    total $420,614 · program services $187,365 · management and general $233,249

  • 11g · Fees: other

    total $16,177,616 · program services $15,725,528 · management and general $452,088

  • 12 · Advertising and promotion

    total $180,889 · program services $24,287 · management and general $156,602

  • 13 · Office expenses

    total $1,408,320 · program services $1,300,055 · management and general $108,265

  • 14 · Information technology

    total $389,329 · program services $389,329

  • 16 · Occupancy

    total $4,651,644 · program services $4,526,355 · management and general $125,289

  • 17 · Travel

    total $309,304 · program services $282,941 · management and general $26,363

  • 19 · Conferences, conventions and meetings

    total $43,016 · program services $35,948 · management and general $7,068

  • 20 · Interest

    total -$238,533 · program services -$238,533

  • 22 · Depreciation, depletion and amortization

    total $5,943,944 · program services $5,743,897 · management and general $200,047

  • 23 · Insurance

    total $2,089,662 · program services $2,089,662

  • 24a · Other expenses: MEDICAL SUPPLIES

    total $30,407,166 · program services $30,380,446 · management and general $26,720

  • 24b · Other expenses: MISCELLANEOUS EXPENSE

    total $146,712 · program services $82,991 · management and general $63,721

  • 24c · Other expenses: INCOME TAXES

    total $25,476 · management and general $25,476

  • 24d · Other expenses: BAD DEBT EXPENSE

    total $12 · program services $12

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $5,352,504 · end of year $8,740,385

  • 2 · Savings and temporary cash investments

    beginning of year $3,589,365 · end of year $4,397,681

  • 4 · Accounts receivable

    beginning of year $16,674,907 · end of year $16,627,483

  • 7 · Other notes and loans receivable

    beginning of year $24,717,158 · end of year $14,638,063

  • 8 · Inventories for sale or use

    beginning of year $4,059,937 · end of year $4,109,853

  • 9 · Prepaid expenses and deferred charges

    beginning of year $514,289 · end of year $591,014

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

    $210,936,586

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

    $136,355,141

  • 10c · Land, buildings and equipment, net

    beginning of year $73,473,951 · end of year $74,581,445

  • 11 · Investments: publicly traded securities

    beginning of year $70,612,216 · end of year $95,435,354

  • 13 · Investments: program-related

    beginning of year $30,685,536 · end of year $33,727,177

  • 15 · Other assets

    beginning of year $1,944,683 · end of year $1,557,709

  • 17 · Accounts payable and accrued expenses

    beginning of year $12,818,476 · end of year $12,282,022

  • 24 · Unsecured notes and loans payable

    beginning of year $5,427 · end of year $1,123,294

  • 25 · Other liabilities

    beginning of year $17,751,039 · end of year $16,255,567

  • 27 · Net assets without donor restrictions

    beginning of year $190,699,269 · end of year $213,605,557

  • 28 · Net assets with donor restrictions

    beginning of year $10,350,335 · end of year $11,139,724

Mission and programs · 2024

Mission

TO IMPROVE THE HEALTH OF THE CITIZENS OF OUR COMMUNITIES AND REGIONS BY PROVIDING QUALITY HEALTHCARE IN AN EFFICIENT AND COST-EFFECTIVE MANNER.

Activities or mission (Part I)

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

  • HEALTH-CARE SERVICESTRINITY REGIONAL MEDICAL CENTER IS AN IMPORTANT ELEMENT OF THE HEALTH-CARE DELIVERY SYSTEM THAT THE NORTH CENTRAL IOWA COMMUNITIES RELY ON EVERY DAY. IT IS COMMITTED TO PROVIDING QUALITY HEALTHCARE AND TO USING ITS RESOURCES TO THE GREATEST COMMUNITY BENEFIT. TRINITY REGIONAL MEDICAL CENTER 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, CRITICAL CARE, CARDIOLOGY, ONCOLOGY, REHABILITATION, MATERNAL/CHILD CARE, PEDIATRIC CARE, LABORATORY SERVICES, PHARMACEUTICAL DRUGS, RADIOLOGY AND MANY OTHER ROUTINE AND ANCILLARY SERVICES. SOME OF THE SERVICES PROVIDED DO NOT GENERATE ENOUGH INCOME TO OFFSET THEIR COST. IN THE FISCAL PERIOD ENDED DECEMBER 31, 2024, TRINITY REGIONAL MEDICAL CENTER ADMITTED 3,965 PATIENTS RESULTING IN A TOTAL OF 14,484 PATIENT DAYS. OUTPATIENT REGISTRATIONS TOTALED 103,870 AND TOTAL OUTPATIENT SURGERY REGISTRATIONS FOR THE SAME PERIOD WERE 3,221 THERE WERE ALSO 18,471 EMERGENCY ROOM VISITS AND 439 BABIES DELIVERED.

    Expenses $164,844,092 · Grants $7,289,784 · Revenue $198,852,564

  • COMMUNITY BENEFIT, INCLUDING CHARITY CARECHARITY CARE AND MEANS-TESTED PROGRAMS: TRINITY REGIONAL MEDICAL CENTER 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 $1,095,795 IN 2024. OFTENTIMES, TRINITY REGIONAL MEDICAL CENTER RECEIVES PAYMENTS FROM PAYORS OR PATIENTS THAT ARE LESS THAN IT CHARGES FOR SERVICES. TRINITY REGIONAL MEDICAL CENTER PARTICIPATES IN MEDICAID AND OTHER GOVERNMENT-SPONSORED HEALTH-CARE PROGRAMS. TOTAL CHARITY CARE AND MEANS-TESTED PROGRAMS REPORTED VALUE: $1,095,795.OTHER BENEFITS: TRINITY REGIONAL MEDICAL CENTER PROVIDES SEVERAL OTHER BENEFITS THAT ASSIST THE COMMUNITY. PROGRAMS INCLUDE, BUT ARE NOT LIMITED TO, COMMUNITY HEALTH IMPROVEMENT SERVICES AND COMMUNITY BENEFIT OPERATIONS SUCH AS PREVENTION AND HEALTH SCREENINGS; HEALTH PROFESSIONAL'S EDUCATION; SUBSIDIZED HEALTH SERVICES; RESEARCH, AND CASH AND IN-KIND CONTRIBUTIONS TO COMMUNITY GROUPS. TRINITY REGIONAL MEDICAL CENTER COLLABORATES WITH OTHER HOSPITALS, CHURCHES, SCHOOLS, CHAMBERS OF COMMERCE AND DAYCARE CENTERS TO IMPROVE COMMUNITY HEALTH AND EXPAND ACCESS TO HEALTH CARE. TRINITY REGIONAL MEDICAL CENTER HAS DEDICATED STAFF TO ASSIST COMMUNITY BENEFIT EFFORTS. TOTAL OTHER BENEFITS REPORTED VALUE: $15,751,791.

    Expenses $16,847,586 · Grants $2,176,149

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

Listed in Part VII

  • Charles Clayton

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Neven Conrad

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Chris Frideres

    BOARD SECRETARY/TREASURER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Mike Frischmeyer

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Leah Glasgo

    BOARD MEMBER & MARKET PRESIDENT

    Total calculated
    $602,275
    From this org
    $0
    From related orgs
    $508,390
    Other
    $93,885
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $384,920 related
    Bonus
    $0 + $117,380 related
    Other
    $0 + $6,090 related
    Deferred
    $0 + $56,700 related
    Nontaxable benefits
    $0 + $37,185 related
    Filer's total
    $0 + $602,275 related

  • Debra Johnson

    BOARD MEMBER

    Total calculated
    $14,500
    From this org
    $0
    From related orgs
    $14,500
    Other
    $0
    Hours/week
    1 + 1 related

  • Keith Kolacia

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Michael Lee MD

    BOARD MEMBER

    Total calculated
    $409,059
    From this org
    $0
    From related orgs
    $375,801
    Other
    $33,258
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $349,989 related
    Bonus
    $0 + $20,000 related
    Other
    $0 + $5,812 related
    Deferred
    $0 + $6,900 related
    Nontaxable benefits
    $0 + $26,358 related
    Filer's total
    $0 + $409,059 related

  • Jill Nelson To 1024

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Lincoln Wallace MD

    BOARD VICE CHAIR

    Total calculated
    $366,002
    From this org
    $0
    From related orgs
    $310,856
    Other
    $55,146
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $308,808 related
    Bonus
    $0
    Other
    $0 + $2,048 related
    Deferred
    $0 + $15,978 related
    Nontaxable benefits
    $0 + $39,168 related
    Filer's total
    $0 + $366,002 related

  • Michael Willerth MD

    BOARD MEMBER

    Total calculated
    $684,246
    From this org
    $0
    From related orgs
    $640,555
    Other
    $43,691
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $592,387 related
    Bonus
    $0 + $45,000 related
    Other
    $0 + $3,168 related
    Deferred
    $0 + $17,250 related
    Nontaxable benefits
    $0 + $26,441 related
    Filer's total
    $0 + $684,246 related

  • Sarah Marsh

    MARKET VP FIN OPERATIONS

    Total calculated
    $327,192
    From this org
    $0
    From related orgs
    $283,209
    Other
    $43,983
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $212,597 related
    Bonus
    $0 + $67,884 related
    Other
    $0 + $2,728 related
    Deferred
    $0 + $14,696 related
    Nontaxable benefits
    $0 + $29,287 related
    Filer's total
    $0 + $327,192 related

  • Kari Jones

    MARKET CHIEF NURSING OFFICER

    Total calculated
    $343,701
    From this org
    $0
    From related orgs
    $288,967
    Other
    $54,734
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $215,295 related
    Bonus
    $0 + $69,498 related
    Other
    $0 + $4,174 related
    Deferred
    $0 + $31,611 related
    Nontaxable benefits
    $0 + $23,123 related
    Filer's total
    $0 + $343,701 related

  • Shannon McQuillen

    MARKET VP OPERATIONS

    Total calculated
    $290,661
    From this org
    $0
    From related orgs
    $241,930
    Other
    $48,731
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $0 + $179,368 related
    Bonus
    $0 + $60,341 related
    Other
    $0 + $2,221 related
    Deferred
    $0 + $12,483 related
    Nontaxable benefits
    $0 + $36,248 related
    Filer's total
    $0 + $290,661 related

  • Kelli Wallace

    MARKET CHIEF MEDICAL OFFICER

    Total calculated
    $250,968
    From this org
    $31,997
    From related orgs
    $206,923
    Other
    $12,048
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $31,997 + $198,976 related
    Bonus
    $0 + $6,404 related
    Other
    $0 + $1,543 related
    Deferred
    $1,600 + $10,269 related
    Nontaxable benefits
    $28 + $151 related
    Filer's total
    $33,625 + $217,343 related

  • Christopher Carzoli Do

    PHYSICIAN-EMERGENCY

    Total calculated
    $514,021
    From this org
    $461,694
    From related orgs
    $0
    Other
    $52,327
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $411,214
    Bonus
    $50,000
    Other
    $480
    Deferred
    $17,250
    Nontaxable benefits
    $35,077
    Filer's total
    $514,021

  • Aimee Delpierre Crna

    NURSE ANESTHETIST

    Total calculated
    $315,403
    From this org
    $300,343
    From related orgs
    $0
    Other
    $15,060
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $300,289
    Bonus
    $0
    Other
    $54
    Deferred
    $14,674
    Nontaxable benefits
    $386
    Filer's total
    $315,403

  • Eric Hage Crna

    NURSE ANESTHETIST

    Total calculated
    $703,586
    From this org
    $652,195
    From related orgs
    $0
    Other
    $51,391
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $652,105
    Bonus
    $0
    Other
    $90
    Deferred
    $17,250
    Nontaxable benefits
    $34,141
    Filer's total
    $703,586

  • Christopher Hill Do

    PHYSICIAN-EMERGENCY

    Total calculated
    $530,347
    From this org
    $491,777
    From related orgs
    $0
    Other
    $38,570
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $401,066
    Bonus
    $90,000
    Other
    $711
    Deferred
    $17,250
    Nontaxable benefits
    $21,320
    Filer's total
    $530,347

  • Jeffrey Kalvig Crna

    NURSE ANESTHETIST

    Total calculated
    $325,334
    From this org
    $304,004
    From related orgs
    $0
    Other
    $21,330
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $303,231
    Bonus
    $0
    Other
    $773
    Deferred
    $13,929
    Nontaxable benefits
    $7,401
    Filer's total
    $325,334

  • Susan Thompson-Ihs Int Ceo To 0221

    FMR INT BOARD MBR & PRES (TO 1/19)

    Total calculated
    $323,055
    From this org
    $0
    From related orgs
    $323,055
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $323,055 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $323,055 related

  • Troy Martens To 0322

    FORMER COO

    Total calculated
    $297,939
    From this org
    $0
    From related orgs
    $263,070
    Other
    $34,869
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $224,489 related
    Bonus
    $0 + $33,593 related
    Other
    $0 + $4,988 related
    Deferred
    $0 + $13,682 related
    Nontaxable benefits
    $0 + $21,187 related
    Filer's total
    $0 + $297,939 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: LEAH GLASGO $39,450 AND KARI JONES $21,198. NONQUALIFIED RETIREMENT PLAN DISTRIBUTIONS: THE FOLLOWING INDIVIDUAL(S) PARTICIPATED IN AND RECEIVED PAYMENTS FROM A SUPPLEMENTAL NON-QUALIFIED PLAN: SUSAN THOMPSON $323,055. 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

    MEDICAL EQUIPMENT RETAIL SALES · IA · general or managing partner

  • 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
202523179349308192

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