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Nonprofiteer
← IOWA HEALTH SYSTEM

Form 990 for tax year 2023

Filed by IOWA HEALTH SYSTEM.

Totals

Total revenue
$495,106,486
Total expenses
$487,441,362
Contributions and grants received
$1,262,989
Grants paid
$35,000
Program service revenue
$430,042,987
Investment income
$51,621,360
Other revenue
$12,179,150
Total assets, end of year
$1,312,724,604
Total liabilities, end of year
$1,320,033,469
Net assets or fund balances, end of year
-$7,308,865
Program services expenses (Part IX)
$392,095,817
Management and general expenses
$95,345,545
Fundraising expenses
$0
Program service expenses (Part III)
$392,095,817

Program services were 80.4% 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.

  • 1e · Government grants (contributions)

    $1,233,368

  • 1f · All other contributions, gifts and grants

    $29,621

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

    total $435,599,256 · related or exempt $435,006,062 · unrelated business $593,194

  • 2b · Program service revenue: RENTAL INCOME

    total $178,384 · related or exempt $178,384

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

    total -$5,734,653 · related or exempt -$5,734,653

  • 3 · Investment income

    total $54,167,863 · unrelated business $2,423,573 · excluded $51,744,290

  • 7a · Gross sales of assets other than inventory

    securities $541,444 · other assets $32,001

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

    securities $3,105,621 · other assets $14,327

  • 7c · Gain or loss

    securities -$2,564,177 · other assets $17,674

  • 7d · Net gain or loss

    total -$2,546,503 · excluded -$2,546,503

  • 11a · Other revenue: MISCELLANEOUS

    total $16,390,749 · related or exempt $15,193,593 · unrelated business $1,197,156

  • 11b · Other revenue: SHARED SAVINGS REVENUE

    total -$4,211,599 · related or exempt -$4,211,599

  • 11e · Other revenue, total

    $12,179,150

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $35,000 · program services $35,000

  • 5 · Compensation of officers, directors and key employees

    total $22,390,808 · management and general $22,390,808

  • 6 · Compensation of disqualified persons

    total $1,113,636 · management and general $1,113,636

  • 7 · Other salaries and wages

    total $166,767,367 · program services $166,767,367

  • 8 · Pension plan contributions

    total $7,420,333 · program services $7,420,333

  • 9 · Other employee benefits

    total $39,633,544 · program services $39,633,544

  • 10 · Payroll taxes

    total $15,325,780 · program services $15,325,780

  • 11a · Fees: management

    total -$21,219 · program services -$21,219

  • 11b · Fees: legal

    total $11,315,226 · program services $1,662,689 · management and general $9,652,537

  • 11c · Fees: accounting

    total $1,074,236 · program services $130,138 · management and general $944,098

  • 11d · Fees: lobbying

    total $548,068 · management and general $548,068

  • 11f · Fees: investment management

    total $578,005 · program services $148,608 · management and general $429,397

  • 11g · Fees: other

    total $133,281,632 · program services $80,436,512 · management and general $52,845,120

  • 12 · Advertising and promotion

    total $3,764,946 · management and general $3,764,946

  • 13 · Office expenses

    total $732,708 · program services $119,979 · management and general $612,729

  • 16 · Occupancy

    total $9,551,952 · program services $9,411,350 · management and general $140,602

  • 17 · Travel

    total $1,140,804 · program services $221,681 · management and general $919,123

  • 19 · Conferences, conventions and meetings

    total $269,669 · program services $73,873 · management and general $195,796

  • 20 · Interest

    total $42,154,826 · program services $42,154,826

  • 22 · Depreciation, depletion and amortization

    total $29,085,250 · program services $27,681,294 · management and general $1,403,956

  • 23 · Insurance

    total $1,031,134 · program services $1,030,795 · management and general $339

  • 24a · Other expenses: MISCELLANEOUS EXPENSE

    total $359,318 · program services $510 · management and general $358,808

  • 24b · Other expenses: BAD DEBT EXPENSE

    total -$39,723 · program services -$39,723

  • 24c · Other expenses: INCOME TAXES

    total -$71,938 · program services -$97,520 · management and general $25,582

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $152,763,225 · end of year $127,592,305

  • 2 · Savings and temporary cash investments

    beginning of year $140,959,612 · end of year $150,856,346

  • 7 · Other notes and loans receivable

    beginning of year $910,377,299 · end of year $785,370,021

  • 9 · Prepaid expenses and deferred charges

    beginning of year $42,372,342 · end of year $41,284,786

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

    $704,323,222

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

    $625,243,378

  • 10c · Land, buildings and equipment, net

    beginning of year $73,288,780 · end of year $79,079,844

  • 11 · Investments: publicly traded securities

    beginning of year $165,793,139 · end of year $106,016,991

  • 13 · Investments: program-related

    beginning of year $10,411,853 · end of year $13,327,200

  • 14 · Intangible assets

    beginning of year $34,500 · end of year $34,500

  • 15 · Other assets

    beginning of year $12,677,327 · end of year $9,162,611

  • 17 · Accounts payable and accrued expenses

    beginning of year $103,356,657 · end of year $118,786,593

  • 19 · Deferred revenue

    beginning of year $7,072,125 · end of year $2,203,278

  • 20 · Tax-exempt bond liabilities

    beginning of year $1,088,258,616 · end of year $957,387,853

  • 23 · Secured mortgages and notes payable

    beginning of year $207,485,398 · end of year $85,277,050

  • 24 · Unsecured notes and loans payable

    beginning of year $77,149,682 · end of year $40,356,398

  • 25 · Other liabilities

    beginning of year $125,881,974 · end of year $116,022,297

  • 27 · Net assets without donor restrictions

    beginning of year -$100,574,515 · end of year -$7,386,626

  • 28 · Net assets with donor restrictions

    beginning of year $48,140 · end of year $77,761

Mission and programs · 2023

Mission

TO IMPROVE THE HEALTH OF THE PEOPLE AND COMMUNITIES WE SERVE.

  • AFFILIATE SUPPORT SERVICESIOWA HEALTH SYSTEM (D/B/A UNITYPOINT HEALTH) IS ORGANIZED TO SUPPORT THE MISSIONS OF SEVERAL RELATED CHARITABLE, TAX-EXEMPT ORGANIZATIONS INCLUDING THE FOLOWING MARKETS, IOWA HEALTH DES MOINES (DES MOINES), TRINITY REGIONAL HEALTH SYSTEM (QUAD CITIES), ST. LUKE'S HEALTHCARE (CEDAR RAPIDS), ALLEN HEALTH SYSTEMS (WATERLOO), TRINITY HEALTH SYSTEMS (FORT DODGE), ST. LUKE'S HEALTH SYSTEM (SIOUX CITY), FINLEY TRI-STATES HEALTH GROUP (DUBUQUE), MERITER HEALTH SERVICES (MADISON), AND IOWA PHYSICIANS CLINIC MEDICAL FOUNDATION (DBA UNITYPOINT CLINIC), UNITYPOINT AT HOME, AS WELL AS MULTIPLE RURAL AFFILIATES. THE SUPPORT SERVICES PROVIDED TO THESE ORGANIZATIONS ARE TO CONSTRUCT, OWN, LEASE, MANAGE, OPERATE, PROVIDE AND MAINTAIN ANY FACILITIES, PROGRAMS, SERVICES (MANAGEMENT OR OTHERWISE) AND RELATED ACTIVITIES IN FURTHERANCE OF HEALTH-CARE OR HEALTH EDUCATION. FACILITIES INCLUDE HOSPITALS, SELF-CARE FACILITIES, CLINICS, EDUCATIONAL FACILITIES, AND OTHER ESTABLISHMENTS CREATED TO CARRY THROUGH HEALTH-CARE AND EDUCATIONAL PROGRAMS. THE PRIMARY PURPOSE OF THE CORPORATION IS TO ENGAGE IN AND CONDUCT CHARITABLE, EDUCATIONAL, RELIGIOUS AND SCIENTIFIC ACTIVITIES IN ACCORDANCE WITH PREVIOUSLY STATED PURPOSES.

    Expenses $392,060,817 · Revenue $444,645,710

  • COMMUNITY BENEFITIOWA HEALTH SYSTEM PROVIDES SEVERAL OTHER BENEFITS THAT ASSIST THE COMMUNITY. PROGRAMS MAY 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. IOWA HEALTH SYSTEM COLLABORATES WITH OTHER HOSPITALS, CHURCHES, SCHOOLS, CHAMBERS OF COMMERCE AND DAYCARE CENTERS TO IMPROVE COMMUNITY HEALTH AND EXPAND ACCESS TO HEALTH CARE. IOWA HEALTH SYSTEM HAS DEDICATED STAFF TO ASSIST COMMUNITY BENEFIT EFFORTS. TOTAL OTHER BENEFITS REPORTED VALUE: $35,000.

    Expenses $35,000 · Grants $35,000

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

Listed in Part VII

  • Bill Arnold

    BOARD MEMBER

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

  • Brad Brody

    BOARD CHAIR (TO 7/23)

    Total calculated
    $25,000
    From this org
    $25,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    1 + 1 related

  • Kyle Christiason MD

    BOARD MEMBER

    Total calculated
    $427,928
    From this org
    $0
    From related orgs
    $384,803
    Other
    $43,125
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $383,674 related
    Bonus
    $0
    Other
    $0 + $1,129 related
    Deferred
    $0 + $16,500 related
    Nontaxable benefits
    $0 + $26,625 related
    Filer's total
    $0 + $427,928 related

  • Gregory Churchill

    BOARD MEMBER

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

  • Adaeze Enekwechi

    BOARD MEMBER (TO 7/23)

    Total calculated
    $7,250
    From this org
    $7,250
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Angela Walker Franklin PhD

    BOARD MEMBER

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

  • Virginia Graves

    BOARD MEMBER (TO 7/23)

    Total calculated
    $7,850
    From this org
    $7,250
    From related orgs
    $600
    Other
    $0
    Hours/week
    1 + 1 related

  • Sally Gray RN Board Sec To 723

    BOARD CHAIR (FR 7/23)

    Total calculated
    $32,250
    From this org
    $32,250
    From related orgs
    $0
    Other
    $0
    Hours/week
    1 + 1 related

  • Bruce James MD

    BOARD MEMBER (TO 7/23)

    Total calculated
    $7,385
    From this org
    $0
    From related orgs
    $7,385
    Other
    $0
    Hours/week
    1 + 1 related

  • Debra Johnson

    BOARD MEMBER (FR 8/23)

    Total calculated
    $7,250
    From this org
    $7,250
    From related orgs
    $0
    Other
    $0
    Hours/week
    1 + 1 related

  • Scott Kizerch Lgl Off Svp To 723

    BD SEC/PRESIDENT/CEO (FR 7/23)

    Total calculated
    $1,852,995
    From this org
    $1,621,985
    From related orgs
    $0
    Other
    $231,010
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $986,060
    Bonus
    $606,261
    Other
    $29,664
    Deferred
    $208,812
    Nontaxable benefits
    $22,198
    Filer's total
    $1,852,995

  • Jose Laracuente Bd Treas To 723

    BOARD MEMBER (FR 7/23)

    Total calculated
    $14,635
    From this org
    $14,500
    From related orgs
    $135
    Other
    $0
    Hours/week
    1 + 1 related

  • Bradley Manning

    BOARD MEMBER (TO 7/23)

    Total calculated
    $11,475
    From this org
    $10,875
    From related orgs
    $600
    Other
    $0
    Hours/week
    1 + 1 related

  • Margarett Noreuil PhD

    BOARD MEMBER (FR 8/23)

    Total calculated
    $7,250
    From this org
    $7,250
    From related orgs
    $0
    Other
    $0
    Hours/week
    1 + 1 related

  • Marlon Priest MD

    BOARD MEMBER

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

  • Mark Schwiebert

    BOARD MEMBER (TO 7/23)

    Total calculated
    $7,250
    From this org
    $7,250
    From related orgs
    $0
    Other
    $0
    Hours/week
    1 + 1 related

  • Garry Smith

    BOARD MEMBER

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

  • James Stevenson

    BOARD MEMBER (TO 4/23)

    Total calculated
    $3,625
    From this org
    $3,625
    From related orgs
    $0
    Other
    $0
    Hours/week
    1 + 1 related

  • John Taets

    BOARD VICE CHAIR (TO 7/23)

    Total calculated
    $7,250
    From this org
    $7,250
    From related orgs
    $0
    Other
    $0
    Hours/week
    1 + 1 related

  • Dennis Triggs

    BOARD MEMBER (TO 4/23)

    Total calculated
    $3,625
    From this org
    $3,625
    From related orgs
    $0
    Other
    $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

  • Marie Ziegler Board Member

    BOARD CHAIR-ELECT (FR 7/23)

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

  • Michael Heinrich Interim Cfo

    (FR 3/23 TO 7/23), CFO (FR 7/23)

    Total calculated
    $702,550
    From this org
    $232,877
    From related orgs
    $391,248
    Other
    $78,425
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $228,055 + $205,399 related
    Bonus
    $0 + $165,786 related
    Other
    $4,822 + $20,063 related
    Deferred
    $0 + $66,844 related
    Nontaxable benefits
    $4,887 + $6,694 related
    Filer's total
    $237,764 + $464,786 related

  • Clay Holderman

    PRESIDENT/CEO (TO 10/23)

    Total calculated
    $4,926,772
    From this org
    $4,576,846
    From related orgs
    $0
    Other
    $349,926
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $1,243,479
    Bonus
    $1,992,537
    Other
    $1,340,830
    Deferred
    $320,100
    Nontaxable benefits
    $29,826
    Filer's total
    $4,926,772

  • Peter D Watson Chief

    FINANCIAL OFFICER SVP (TO 4/23)

    Total calculated
    $1,806,629
    From this org
    $1,770,306
    From related orgs
    $0
    Other
    $36,323
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $243,042
    Bonus
    $702,892
    Other
    $824,372
    Deferred
    $16,500
    Nontaxable benefits
    $19,823
    Filer's total
    $1,806,629

  • James Arnett

    PRESIDENT/CEO-WI

    Total calculated
    $839,249
    From this org
    $0
    From related orgs
    $742,672
    Other
    $96,577
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $430,516 related
    Bonus
    $0 + $304,419 related
    Other
    $0 + $7,737 related
    Deferred
    $0 + $65,625 related
    Nontaxable benefits
    $0 + $30,952 related
    Filer's total
    $0 + $839,249 related

  • Dandre Carpenter Dnp RN

    CHIEF NURSING OFFICER (TO 8/23)

    Total calculated
    $1,408,207
    From this org
    $1,298,431
    From related orgs
    $0
    Other
    $109,776
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $371,575
    Bonus
    $594,475
    Other
    $332,381
    Deferred
    $100,333
    Nontaxable benefits
    $9,443
    Filer's total
    $1,408,207

  • Daniel Carpenter

    CHIEF STRATEGY OFFICER SVP

    Total calculated
    $1,291,945
    From this org
    $1,122,705
    From related orgs
    $0
    Other
    $169,240
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $640,866
    Bonus
    $464,884
    Other
    $16,955
    Deferred
    $146,942
    Nontaxable benefits
    $22,298
    Filer's total
    $1,291,945

  • Pamela Delagardelle Presceo-Wat

    (TO 8/23), SVP COO-WEST (FR 7/23)

    Total calculated
    $1,082,998
    From this org
    $478,658
    From related orgs
    $502,003
    Other
    $102,337
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    $240,165 + $305,553 related
    Bonus
    $221,371 + $168,135 related
    Other
    $17,122 + $28,315 related
    Deferred
    $0 + $86,308 related
    Nontaxable benefits
    $5,588 + $10,441 related
    Filer's total
    $484,246 + $598,752 related

  • Marcel Devetten MD

    CHIEF QUALITY OFFICER

    Total calculated
    $1,067,022
    From this org
    $1,029,193
    From related orgs
    $0
    Other
    $37,829
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $506,835
    Bonus
    $129,317
    Other
    $393,041
    Deferred
    $16,500
    Nontaxable benefits
    $21,329
    Filer's total
    $1,067,022

  • Andrea Eklund

    CHIEF COMPLIANCE OFFICER (TO 10/23)

    Total calculated
    $701,901
    From this org
    $655,650
    From related orgs
    $0
    Other
    $46,251
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $231,556
    Bonus
    $316,777
    Other
    $107,317
    Deferred
    $16,500
    Nontaxable benefits
    $29,751
    Filer's total
    $701,901

  • Susan Erickson

    COO SVP

    Total calculated
    $1,969,435
    From this org
    $1,825,397
    From related orgs
    $0
    Other
    $144,038
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $700,603
    Bonus
    $488,275
    Other
    $636,519
    Deferred
    $123,196
    Nontaxable benefits
    $20,842
    Filer's total
    $1,969,435

  • Robert Erickson

    PRESIDENT/CEO-QC (TO 8/23)

    Total calculated
    $1,442,490
    From this org
    $0
    From related orgs
    $1,395,743
    Other
    $46,747
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $358,340 related
    Bonus
    $0 + $566,950 related
    Other
    $0 + $470,453 related
    Deferred
    $0 + $16,500 related
    Nontaxable benefits
    $0 + $30,247 related
    Filer's total
    $0 + $1,442,490 related

  • Aaron Gillingham Chief Human

    RESOURCES OFFICER SVP (TO 7/23)

    Total calculated
    $1,315,207
    From this org
    $1,271,078
    From related orgs
    $0
    Other
    $44,129
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $292,774
    Bonus
    $603,751
    Other
    $374,553
    Deferred
    $16,500
    Nontaxable benefits
    $27,629
    Filer's total
    $1,315,207

  • Leah Glasgo Presidentceo-Fd

    INTERIM PRES/CEO-SC (TO 10/23)

    Total calculated
    $981,003
    From this org
    $0
    From related orgs
    $886,332
    Other
    $94,671
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $583,501 related
    Bonus
    $0 + $294,876 related
    Other
    $0 + $7,955 related
    Deferred
    $0 + $61,107 related
    Nontaxable benefits
    $0 + $33,564 related
    Filer's total
    $0 + $981,003 related

  • Keith Knepp MD

    PRESIDENT/CEO-PM (TO 4/23)

    Total calculated
    $877,184
    From this org
    $0
    From related orgs
    $857,805
    Other
    $19,379
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $160,330 related
    Bonus
    $0 + $173,515 related
    Other
    $0 + $523,960 related
    Deferred
    $0 + $10,861 related
    Nontaxable benefits
    $0 + $8,518 related
    Filer's total
    $0 + $877,184 related

  • Mallary McKinney Vp Chief Brand

    MARKETING & COMMUNICATIONS OFFICER

    Total calculated
    $629,210
    From this org
    $562,955
    From related orgs
    $0
    Other
    $66,255
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $321,694
    Bonus
    $237,818
    Other
    $3,443
    Deferred
    $60,873
    Nontaxable benefits
    $5,382
    Filer's total
    $629,210

  • Jessica Meisner Vp System Hr Consul

    (TO 11/23), SVP CAO (FR 11/23)

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

    Schedule J breakdown matched by us

    Base
    $411,696
    Bonus
    $116,157
    Other
    $3,722
    Deferred
    $25,500
    Nontaxable benefits
    $18,831
    Filer's total
    $575,906

  • Patricia Newland MD

    PRES/CEO-IPCMF

    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

  • Michelle Niermann Presceo-Cr

    (TO 8/23), SVP COO-EAST (FR 8/23)

    Total calculated
    $1,107,448
    From this org
    $479,680
    From related orgs
    $508,440
    Other
    $119,328
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    $238,700 + $320,186 related
    Bonus
    $227,372 + $165,025 related
    Other
    $13,608 + $23,229 related
    Deferred
    $0 + $88,558 related
    Nontaxable benefits
    $11,835 + $18,935 related
    Filer's total
    $491,515 + $615,933 related

  • Jennifer Ofelt Int Prescco-Home

    (TO 7/23) PRES/CCO-HOME (FR 7/23)

    Total calculated
    $490,597
    From this org
    $0
    From related orgs
    $442,170
    Other
    $48,427
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $330,238 related
    Bonus
    $0 + $109,003 related
    Other
    $0 + $2,929 related
    Deferred
    $0 + $29,362 related
    Nontaxable benefits
    $0 + $19,065 related
    Filer's total
    $0 + $490,597 related

  • Laura Smith Cio Svp To 1123 Vp C

    TECH TRANSFORMATION OFF (FR 11/23)

    Total calculated
    $1,046,276
    From this org
    $932,230
    From related orgs
    $0
    Other
    $114,046
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $528,372
    Bonus
    $392,906
    Other
    $10,952
    Deferred
    $94,998
    Nontaxable benefits
    $19,048
    Filer's total
    $1,046,276

  • David Stark Presceo-Dsm Chief Gov

    AFFAIRS & PHILANTHROPY OFF (FR 7/23)

    Total calculated
    $1,133,577
    From this org
    $498,861
    From related orgs
    $542,862
    Other
    $91,854
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    $246,303 + $357,158 related
    Bonus
    $246,203 + $175,570 related
    Other
    $6,355 + $10,134 related
    Deferred
    $0 + $67,576 related
    Nontaxable benefits
    $8,761 + $15,517 related
    Filer's total
    $507,622 + $625,955 related

  • David Williams MD Chief

    CLINICAL OFFICER SVP (TO 11/23)

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

    Schedule J breakdown matched by us

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

  • Chad Wolbers

    PRES/CEO-DUB (TO 9/23)

    Total calculated
    $1,013,762
    From this org
    $0
    From related orgs
    $975,976
    Other
    $37,786
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $240,112 related
    Bonus
    $0 + $369,682 related
    Other
    $0 + $366,182 related
    Deferred
    $0 + $8,574 related
    Nontaxable benefits
    $0 + $29,212 related
    Filer's total
    $0 + $1,013,762 related

  • Mark Johnson

    VP CONSOLIDATED SERVICES

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

    Schedule J breakdown matched by us

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

  • Debra King

    DEPUTY GENERAL COUNSEL

    Total calculated
    $484,391
    From this org
    $415,132
    From related orgs
    $0
    Other
    $69,259
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $327,766
    Bonus
    $80,198
    Other
    $7,168
    Deferred
    $48,374
    Nontaxable benefits
    $20,885
    Filer's total
    $484,391

  • Wendy Mortimore MD

    CHIEF MEDICAL INF OFFICER

    Total calculated
    $524,045
    From this org
    $492,078
    From related orgs
    $0
    Other
    $31,967
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $393,454
    Bonus
    $98,486
    Other
    $138
    Deferred
    $16,500
    Nontaxable benefits
    $15,467
    Filer's total
    $524,045

  • Dennis Shirley

    VP REVENUE CYCLE

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

    Schedule J breakdown matched by us

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

  • Matthew Warrens

    MANAGING DIRECTOR INNOVATION CENTER

    Total calculated
    $493,385
    From this org
    $455,121
    From related orgs
    $0
    Other
    $38,264
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $300,643
    Bonus
    $82,535
    Other
    $71,943
    Deferred
    $16,500
    Nontaxable benefits
    $21,764
    Filer's total
    $493,385

  • Susan Thompson Frmr Interim

    PRESIDENT/CEO (TO 02/21)

    Total calculated
    $278,145
    From this org
    $278,145
    From related orgs
    $0
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $278,145
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $278,145

  • Art Nizza

    FRMR EVP/COO (TO 02/21)

    Total calculated
    $156,611
    From this org
    $156,611
    From related orgs
    $0
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $156,611
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $156,611

  • Richard Seidler

    FRMR PRESIDENT/CEO-QC (TO 05/19)

    Total calculated
    $369,890
    From this org
    $0
    From related orgs
    $369,890
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $369,890 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $369,890 related

  • John Sheehan Frmr Chief

    OPERATING OFFICER SVP (TO 7/22)

    Total calculated
    $494,222
    From this org
    $489,785
    From related orgs
    $0
    Other
    $4,437
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $489,785
    Deferred
    $0
    Nontaxable benefits
    $4,437
    Filer's total
    $494,222

  • Lorenzo Suter

    FRMR PRES/CEO-SC (TO 7/22)

    Total calculated
    $282,360
    From this org
    $0
    From related orgs
    $268,869
    Other
    $13,491
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $268,869 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $13,491 related
    Filer's total
    $0 + $282,360 related

  • Theodore Townsend Frmr Presceo-Cr

    FRMR INT PRES/CEO-DUB (TO 12/18)

    Total calculated
    $462,474
    From this org
    $0
    From related orgs
    $462,474
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $462,474 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $462,474 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

  • 1a · First-class or charter travel
  • 1a · Travel for companions
  • 1a · Tax indemnification and gross-up payments
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 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, LINE 1A
TRAVEL: CEO AND BOARD MEMBERS USE PRIVATE CHARTER FOR BUSINESS TRAVEL BETWEEN AFFILIATE CITIES AND FOR BOARD OF DIRECTOR MEETINGS. THIS TRAVEL IS FOR BUSINESS PURPOSES ONLY. NO FIRST CLASS COMMERCIAL TRAVEL IS REIMBURSED. TRAVEL FOR COMPANIONS: SPOUSES SOMETIMES ACCOMPANY BOARD MEMBERS AND/OR OFFICERS ON ORGANIZATIONAL ACTIVITIES, INCLUDING BOARD RETREATS. THE ADDITIONAL COST ATTRIBUTABLE TO THE SPOUSE IS TREATED AS TAXABLE COMPENSATION TO THE BOARD MEMBER OR OFFICER AND REPORTED AS APPROPRIATE TO THE IRS. TAX INDEMNIFICATION AND GROSS-UP PAYMENTS: IF AN INDIVIDUAL IS PROVIDED SOMETHING FROM THE EMPLOYER OF VALUE, SUCH AS A PAID BENEFIT, GIFT CARD OR GIFT, WHICH IS CONSIDERED TAXABLE INCOME, THEN THE EMPLOYER WILL ADD IMPUTED AMOUNTS TO PAYCHECK IN ORDER TO TAX APPROPRIATELY.
PART I, LINES 4A-B
SEVERANCE PAYMENTS: THE FOLLOWING INDIVIDUAL(S) RECEIVED SEVERANCE PAYMENTS DURING THE YEAR THAT WERE INCLUDED IN THEIR TAXABLE INCOME: DANDRE CARPENTER $185,202; ANDREA EKLUND $64,579; ROBERT ERICKSON $165,672; AARON GILLINGHAM $261,462; CLAY HOLDERMAN $286,085; ARTHUR NIZZA $156,611; JOHN SHEEHAN $489,785; LORENZO SUTER $268,869; MATTHEW WARRENS $25,861; PETER D. WATSON $553,846; DAVID WILLIAMS $62,834; AND CHAD WOLBERS $101,670. NONQUALIFIED RETIREMENT PLAN CONTRIBUTIONS: THE FOLLOWING INDIVIDUAL(S) PARTICIPATED IN AND RECEIVED CONTRIBUTIONS IN A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN: JAMES ARNETT $52,425; DANDRE CARPENTER $83,833; DANIEL CARPENTER $130,442: PAM DELAGARDELLE $69,808; SUSAN ERICKSON $106,696; LEAH GLASGO $44,607; MICHAEL HEINRICH $50,344; CLAY HOLDERMAN $303,600; MARK JOHNSON $52,595; DEBRA KING $31,874; SCOTT KIZER $192,312; MALLARY MCKINNEY $47,323; JESSICA MEISNER $9,000; PATRICIA NEWLAND, MD $63,532; MICHELLE NIERMANN $72,058; JENNIFER OFELT $12,862; LAURA SMITH $78,498; DAVID STARK $51,076; 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: DANDRE CARPENTER $142,498; MARCEL DEVETTEN, MD $371,056; ANDREA EKLUND $40,038; ROBERT ERICKSON $292,105; SUSAN ERICKSON $610,678; AARON GILLINGHAM $107,035; CLAY HOLDERMAN $850,162; KEITH KNEPP, MD $406,743; RICHARD SEIDLER $369,890; SUSAN THOMPSON $278,145; THEODORE TOWNSEND, JR $462,474; PETER D. WATSON $170,213; DAVID WILLIAMS, MD $201,601; AND CHAD WOLBERS $260,210. 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.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • BHC LC

    INFORMATION TECHNOLOGY MGMT. · IA · income $0 · assets $1,000

    Directly controlled by IOWA HEALTH SYSTEM

  • IOWA HEALTH ACCOUNTABLE CARE LC

    ACCOUNTABLE CARE · IA · income $6,408,503 · assets $76,544,225

    Directly controlled by IOWA HEALTH SYSTEM

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

    RELATED · GROUP PURCHASING · IA · 100% owned · share of income $15,790,671 · share of assets $1,259,791 · general or managing partner

    Directly controlled by IOWA HEALTH SYSTEM

  • 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 · 100% owned · share of income $33,073 · share of assets $11,463,952 · controlled entity

    Directly controlled by IOWA HEALTH SYSTEM

  • 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 · 100% owned · share of income $336,469 · share of assets $2,171,034 · controlled entity

    Directly controlled by IOWA HEALTH SYSTEM

  • MEDIMORE INC

    C · MANAGED CARE · IA · 100% owned · share of income $1,470,412 · share of assets $76,048 · controlled entity

    Directly controlled by IOWA HEALTH SYSTEM

  • 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 PHARMACY · IL

Provenance

Return type
form_990
Tax year
2023
Filed
12 November 2024
IRS schema version
2023v5.1
Source object
202443199349309429

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