Skip to content
Nonprofiteer
← ABBE CENTER FOR COMMUNITY MENTAL HEALTH INC

Form 990 for tax year 2024

Filed by ABBE CENTER FOR COMMUNITY MENTAL HEALTH INC.

Totals

Total revenue
$33,243,034
Total expenses
$33,293,368
Contributions and grants received
$3,612,408
Grants paid
$82,557
Program service revenue
$27,910,525
Investment income
$176,847
Other revenue
$1,543,254
Total assets, end of year
$23,127,157
Total liabilities, end of year
$6,615,926
Net assets or fund balances, end of year
$16,511,231
Program services expenses (Part IX)
$27,489,855
Management and general expenses
$5,803,513
Fundraising expenses
$0
Program service expenses (Part III)
$27,489,855

Program services were 82.6% 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.

  • 1a · Federated campaigns

    $13,051

  • 1e · Government grants (contributions)

    $3,574,910

  • 1f · All other contributions, gifts and grants

    $24,447

  • 2a · Program service revenue: NET PATIENT REVENUE

    total $26,915,149 · related or exempt $26,915,149

  • 2b · Program service revenue: RENTAL INCOME

    total $537,438 · related or exempt $537,438

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

    total $457,938 · related or exempt $457,938

  • 3 · Investment income

    total $102,634 · excluded $102,634

  • 7a · Gross sales of assets other than inventory

    securities $282,604 · other assets $12,313

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

    securities $217,404 · other assets $3,300

  • 7c · Gain or loss

    securities $65,200 · other assets $9,013

  • 7d · Net gain or loss

    total $74,213 · excluded $74,213

  • 11a · Other revenue: MISCELLANEOUS

    total $1,415,901 · related or exempt $1,415,901

  • 11b · Other revenue: CAFETERIA/FOOD SVCS

    total $161,842 · excluded $161,842

  • 11c · Other revenue: SHARED SAVINGS REVENUE

    total -$34,489 · related or exempt -$34,489

  • 11e · Other revenue, total

    $1,543,254

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $14,144 · program services $14,144

  • 2 · Grants to domestic individuals

    total $68,413 · program services $68,413

  • 5 · Compensation of officers, directors and key employees

    total $111,615 · management and general $111,615

  • 7 · Other salaries and wages

    total $21,919,805 · program services $19,433,715 · management and general $2,486,090

  • 8 · Pension plan contributions

    total $728,717 · program services $646,023 · management and general $82,694

  • 9 · Other employee benefits

    total $3,040,149 · program services $2,695,343 · management and general $344,806

  • 10 · Payroll taxes

    total $1,470,873 · program services $1,304,050 · management and general $166,823

  • 11a · Fees: management

    total $1,395,456 · management and general $1,395,456

  • 11b · Fees: legal

    total $40,000 · management and general $40,000

  • 11f · Fees: investment management

    total $33,748 · program services $13,723 · management and general $20,025

  • 11g · Fees: other

    total $560,158 · program services $423,115 · management and general $137,043

  • 12 · Advertising and promotion

    total $5,155 · program services $1,321 · management and general $3,834

  • 13 · Office expenses

    total $902,098 · program services $841,621 · management and general $60,477

  • 16 · Occupancy

    total $1,955,620 · program services $1,109,846 · management and general $845,774

  • 17 · Travel

    total $142,419 · program services $122,861 · management and general $19,558

  • 19 · Conferences, conventions and meetings

    total $52,376 · program services $42,164 · management and general $10,212

  • 22 · Depreciation, depletion and amortization

    total $434,313 · program services $434,313

  • 23 · Insurance

    total $238,299 · program services $238,299

  • 24a · Other expenses: MISCELLANEOUS EXPENSE

    total $77,094 · management and general $77,094

  • 24b · Other expenses: BAD DEBT EXPENSE

    total $75,308 · program services $73,875 · management and general $1,433

  • 24c · Other expenses: MEDICAL SUPPLIES

    total $27,133 · program services $26,554 · management and general $579

  • 24d · Other expenses: INCOME TAXES

    total $475 · program services $475

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $4,528,769 · end of year $4,601,551

  • 2 · Savings and temporary cash investments

    beginning of year $267,941 · end of year $516,092

  • 3 · Pledges and grants receivable

    beginning of year $18,997 · end of year $8,916

  • 4 · Accounts receivable

    beginning of year $3,421,831 · end of year $4,056,043

  • 7 · Other notes and loans receivable

    beginning of year $1,202,401 · end of year $1,208,417

  • 9 · Prepaid expenses and deferred charges

    beginning of year $104,391 · end of year $133,867

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

    $8,623,977

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

    $3,440,474

  • 10c · Land, buildings and equipment, net

    beginning of year $1,366,531 · end of year $5,183,503

  • 11 · Investments: publicly traded securities

    beginning of year $2,030,142 · end of year $2,251,671

  • 13 · Investments: program-related

    beginning of year $738,029 · end of year $2,119,046

  • 15 · Other assets

    beginning of year $4,019,926 · end of year $3,048,051

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,995,210 · end of year $2,783,283

  • 19 · Deferred revenue

    beginning of year $400,382 · end of year $97,736

  • 25 · Other liabilities

    beginning of year $269,315 · end of year $3,734,907

  • 27 · Net assets without donor restrictions

    beginning of year $14,843,838 · end of year $14,940,000

  • 28 · Net assets with donor restrictions

    beginning of year $190,213 · end of year $1,571,231

Mission and programs · 2024

Mission

REACHING OUT TO IMPROVE LIVES IN OUR COMMUNITIES THROUGH ADVOCACY, SUPPORT AND THE INTEGRATION OF MENTAL HEALTH, SUBSTANCE USE AND WELLNESS SERVICES. ABBE CENTER FOR COMMUNITY MENTAL HEALTH (MHC) SERVES AS THE SAFETY NET MENTAL HEALTH PROVIDER IN EACH COMMUNITY SERVED.IN 2024, ABBE CENTER GREW THE ARRAY OF SERVICES OFFERED TO THE CITIZENS IN THE COUNTIES LISTED ABOVE AND RECEIVED THEIR FIRST NATIONAL ACCREDITATION AS A CERTIFIED COMMUNITY BEHAVIORAL HEALTH CLINIC (CCBHC). THE ARRAY OF SERVICES INCLUDES PSYCHIATRY, THERAPY, ASSERTIVE COMMUNITY TREATMENT, INTEGRATED HEALTH HOME, CRISIS SERVICES, PEER SUPPORT, COMMUNITY BASED HABILITATION, COMMUNITY SUPPORT, OUTREACH TO INDIVIDUALS EXPERIENCING HOMELESSNESS AND RESIDENTIAL CARE FACILITY SERVICES. NEW SERVICES OFFERED IN 2024 INCLUDE ADDITIONAL SERVICES TO INDIVIDUALS LEAVING INCARCERATION THAT NEEDED AN EXPEDITED ENGAGEMENT IN OUTPATIENT MENTAL HEALTH SERVICES. ALSO A NEW INTENSIVE RESIDENTIAL SUPPORTIVE HOUSING PROGRAM WAS LAUNCHED

Activities or mission (Part I)

TO PROVIDE QUALITY MENTAL HEALTH SERVICES TO THE CITIZENS OF LINN, BENTON, FAYETTE, IOWA, JOHNSON, DELAWARE, BUCHANAN, CEDAR AND JONES COUNTIES.

  • CONTINUATION OF ORGANIZATION'S MISSION:IN LINN COUNTY AS WELL AS AN ADDITIONAL FIRST EPISODE PSYCHOSIS SUPPORT TEAM IN JOHNSON COUNTY. A MAJOR FOCUS IN 2024 CONTINUED TO BE ON PROVIDING INTEGRATED CARE THAT MET IDENTIFIED HEALTH OUTCOMES AND PREPARING FOR VALUE-BASED CARE PAYMENT METHODOLOGIES EXPECTED IN THE FUTURE. KEY ACTIVITIES CENTERED AROUND IMPROVING ACCESS TO CARE BY DECREASING WAIT TIMES FOR SERVICES, AND IN PROVIDING MORE CARE COORDINATION DURING "TRANSITIONS OF CARE", BY ESTABLISHING WORKFLOWS TO SEE INDIVIDUALS LEAVING INPATIENT CARE WITHIN 7 DAYS. ANOTHER FOCUS HAS BEEN ON PROVIDING THE RIGHT LEVEL OF TREATMENT AND SUPPORT TO BE SUCCESSFUL IN PREVENTING INPATIENT READMISSIONS WITHIN 30 DAYS. IN KEEPING WITH THE CHANGING HEALTHCARE ENVIRONMENT, THE MENTAL HEALTH CENTER FOCUSED MAJOR EFFORTS IN SYSTEMS CHANGE AND THE INTEGRATION OF MENTAL HEALTH, SUBSTANCE USE AND PRIMARY CARE SERVICES TO IMPROVE OVERALL WELLNESS. BY ITS MISSION, THE MHC IS DESIGNED TO SERVE THE INDIVIDUALS WITH SIGNIFICANT CHALLENGES IN RECOVERING FROM A SERIOUS MENTAL ILLNESS (SMI), A SERIOUS EMOTIONAL DISTURBANCE (SED), AND THOSE WHO MAY NOT HAVE THE FINANCIAL RESOURCES FOR COMPREHENSIVE TREATMENT. THE MHC CLIENT BASE IS PRIMARILY PUBLICLY FUNDED THROUGH MEDICARE AND MEDICAID, OR REGIONAL/COUNTY FUNDS. INDIVIDUALS WITH SERIOUS MENTAL ILLNESS DIE, ON AVERAGE, 25 YEARS EARLIER THAN THE GENERAL POPULATION DUE TO SERIOUS HEALTH ISSUE. COMPREHENSIVE AND COORDINATED INTEGRATED CARE IS IMPORTANT IN ENSURING THAT MEDICAL NEEDS ARE ADDRESSED AS WELL AS TREATMENT PROVIDED FOR THE MENTAL HEALTH CONDITION. THE ABBE CENTER BECAME AN INTEGRATED HEALTH HOME PROVIDER FOR MEDICAID RECIPIENTS 11 YEARS AGO TO IMPROVE HEALTH OUTCOMES WITH THESE INDIVIDUALS. THE MHC SETTING PROVIDED 50,000+ SERVICES TO OVER 10,800 INDIVIDUALS IN 2024.PROGRAM SERVICE ACCOMPLISHMENTS:THREE OF OUR LARGER PROGRAMS WERE SELECTED TO PROVIDE ADDITIONAL INFORMATION ON:OUTPATIENT CLINIC SERVICES INCLUDE THERAPY AND PSYCHIATRIC SERVICES FOR ALL AGE RANGES. 4,179 INDIVIDUALS WERE SEEN FOR THERAPY AND 7,619 INDIVIDUALS WERE SEEN FOR MEDICATION TREATMENT IN CALENDAR YEAR 2024 FOR TOTAL OF 9,750 INDIVIDUALS SERVED ACROSS BOTH SERVICES. IN THIS PROGRAM, MORE THAN 74% OF CLIENTS HAD MEDICARE OR MEDICAID AS THEIR PAYER WITH AN ADDITIONAL 2% BEING FUNDED BY COUNTY TAX DOLLARS. OUTPATIENT SERVICES USE A SAME DAY ACCESS MODEL FOR INITIAL ASSESSMENTS FOR NEW PATIENTS WHICH HAS GREATLY IMPROVED TIMELY ACCESS TO TREATMENT. SAME DAY ACCESS (SDA) ALLOWS THE INDIVIDUAL TO WALK-IN FOR AN INITIAL APPOINTMENT ON A DAY AND TIME WHEN IT BEST MEETS THEIR NEEDS. THIS HAS REDUCED THE NO SHOW RATE AND KEPT THE SCHEDULE OPEN FOR EVALUATION SERVICES. THIS MODEL HAS INCREASED BOTH EFFICIENCY AND IMPROVED ACCESS FOR CLIENT CARE. INTEGRATED HEALTH HOME (IHH) SERVICES ARE DESIGNED TO ASSIST INDIVIDUALS IN ACCESSING NEEDED MENTAL HEALTH SERVICES AS WELL AS PHYSICAL HEALTHCARE, WITH A WELLNESS FOCUS. THE COORDINATION AND INTEGRATION OF PHYSICAL AND MENTAL HEALTH CARE ASSIST BOTH THE INDIVIDUAL AND THE PROVIDERS A MORE COMPREHENSIVE APPROACH TO OVERALL HEALTH OF THE INDIVIDUALS. BY IMPROVING OVERALL HEALTH, INDIVIDUALS WILL REDUCE ACCESS TO HIGHER COST SERVICES, REDUCE OR CONTROL MAJOR HEALTH FACTORS SUCH AS DIABETES AND HEART DISEASE AND LIVE HEALTHIER AND MORE INDEPENDENT LIVES IN THE COMMUNITY. THROUGH IHH INDIVIDUALS CAN ACCESS PRIMARY CARE SERVICES THAT MAY HAVE BEEN NON-EXISTENT IN THEIR LIVES, BECOME ENGAGED IN COMMUNITY SERVICES AND REDUCE HOSPITAL STAYS. 2,225 PERSONS WERE SERVED IN THIS PROGRAM IN 2024 100% OF THEM ARE MEDICAID ELIGIBLE. COMMUNITY BASED HABILITATION SERVICES INCLUDE COMMUNITY-BASED SUPPORT AND SKILL BUILDING SERVICES FOR PEOPLE WITH A SERIOUS MENTAL ILLNESS. APPROXIMATELY 87 INDIVIDUALS WERE SERVED THROUGH THIS PROGRAM IN CALENDAR YEAR 2024. THESE SERVICES ARE OFFERED ON A PERSONALIZED BASIS AND CAN RANGE FROM 1-24 HOURS OF CARE PER DAY. FOCUS IS ON SKILL TEACHING AND PROVIDING SAFETY MONITORING AND OVERSIGHT TO ALLOW INDIVIDUALS TO SUCCESSFULLY LIVE INDEPENDENTLY IN THE COMMUNITY. MEDICATION MONITORING IS A KEY ELEMENT IN COMMUNITY SUPPORT TO ASSIST IN EARLY INTERVENTION OF SYMPTOM EXACERBATION. THESE COMMUNITY-BASED SERVICES LESSEN THE COST OF CARE OVERALL, INCLUDING LESS USE OF LOCAL TAX DOLLARS BY ASSISTING INDIVIDUALS TO LIVE IN THE COMMUNITY AND REDUCE HOSPITALIZATIONS OR OTHER LONG-TERM PLACEMENTS IN A HIGHER LEVEL OF CARE.OTHER SIGNIFICANT SERVICES OFFERED IN 2024 INCLUDE: LICENSED RESIDENTIAL CARE FACILITY -126 INDIVIDUALS SERVED TO PROVIDE RECOVERY OPTIONS OUTSIDE OF A STATE HOSPITAL SETTING CRISIS SERVICES (CRISIS OBSERVATION, CRISIS STABILIZATION, SUBACUTE) 762 INDIVIDUALS SERVED OVER 1,135 ADMISSIONS TO PROVIDE IMMEDIATE RESPONSE TO SUICIDE PREVENTION AND CRISIS RESOLUTION SERVICES COMMUNITY SUPPORT PROGRAM THIS PROGRAM PROVIDED SERVICES TO 446 CLIENTS. WARM LINE SERVICES RECEIVED 14,789 CALLS BY APPROXIMATELY 2,106 DIFFERENT CALLERS. INTENDED TO PROVIDE IMMEDIATE OPTIONS FOR PEER SUPPORT FOR THOSE STRUGGLING WITH THEIR MENTAL HEALTH OUTREACH CONTACTS THERE WERE 81 "AT RISK" CLIENTS THE TEAM WORKED WITH IN 2023 WHO CARRIED OVER TO 2024. THERE WERE 188 NEW "AT RISK" CLIENTS IN 2024 FOR A TOTAL OF 269 "AT RISK" CLIENTS THE TEAM WORKED WITH IN 2024. TRAINED 180 COMMUNITY MEMBERS TO BE CERTIFIED IN MENTAL HEALTH FIRST AID, TO ASSIST CITIZENS IN RECOGNIZING THE SIGNS OF MENTAL ILLNESS AND TO KNOW WHERE RESOURCES CAN BE ACCESSED

    Expenses $27,489,855 · Grants $82,557 · Revenue $29,291,937

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

Listed in Part VII

  • John Allen

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Peg Bradke

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Mike Bringolf

    BOARD VICE CHAIR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Julie Damiano To 1224

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Shirley Helmrichs

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Donna Kunde

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Keith Krewer Fr 1224

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Barb Matias

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Brian Scott

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Dave Tesdahl To 1224

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Mike Tiernan

    BOARD SECRETARY/TREASURER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Phil Wasta

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Casey Greene

    BOARD MEMBER & MARKET PRESIDENT

    Total calculated
    $508,950
    From this org
    $0
    From related orgs
    $426,171
    Other
    $82,779
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $378,846 related
    Bonus
    $0 + $43,619 related
    Other
    $0 + $3,706 related
    Deferred
    $0 + $55,706 related
    Nontaxable benefits
    $0 + $27,073 related
    Filer's total
    $0 + $508,950 related

  • Lucas Hicks

    BOARD MEMBER & MARKET VP FINANCE

    Total calculated
    $301,061
    From this org
    $0
    From related orgs
    $276,565
    Other
    $24,496
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $253,530 related
    Bonus
    $0 + $21,149 related
    Other
    $0 + $1,886 related
    Deferred
    $0 + $13,954 related
    Nontaxable benefits
    $0 + $10,542 related
    Filer's total
    $0 + $301,061 related

  • Kathy Johnson

    PRESIDENT ABBEHEALTH

    Total calculated
    $218,103
    From this org
    $99,789
    From related orgs
    $96,674
    Other
    $21,640
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $92,547 + $74,004 related
    Bonus
    $6,989
    Other
    $253 + $22,670 related
    Deferred
    $5,056 + $4,854 related
    Nontaxable benefits
    $6,770 + $4,960 related
    Filer's total
    $111,615 + $106,488 related

  • Kathleen Horan To 0324

    PRESIDENT & CEO

    Total calculated
    $86,323
    From this org
    $0
    From related orgs
    $80,040
    Other
    $6,283
    Hours/week
    1 + 40 related

  • Ali Safdar MD

    MEDICAL DIRECTOR

    Total calculated
    $387,761
    From this org
    $285,885
    From related orgs
    $60,478
    Other
    $41,398
    Hours/week
    28 + 12 related

    Schedule J breakdown matched by us

    Base
    $269,572 + $60,478 related
    Bonus
    $2,092
    Other
    $14,221
    Deferred
    $14,400
    Nontaxable benefits
    $26,998
    Filer's total
    $327,283 + $60,478 related

  • Kate Jarvis

    PSYCHIATRIST

    Total calculated
    $245,263
    From this org
    $217,218
    From related orgs
    $0
    Other
    $28,045
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $216,403
    Bonus
    $490
    Other
    $325
    Deferred
    $11,215
    Nontaxable benefits
    $16,830
    Filer's total
    $245,263

  • Jeff Wilharm MD

    STAFF PHYSICIAN

    Total calculated
    $667,460
    From this org
    $239,679
    From related orgs
    $382,729
    Other
    $45,052
    Hours/week
    5 + 35 related

    Schedule J breakdown matched by us

    Base
    $228,325 + $382,729 related
    Bonus
    $1,433
    Other
    $9,921
    Deferred
    $7,582
    Nontaxable benefits
    $37,470
    Filer's total
    $284,731 + $382,729 related

  • Chantal Rozmus

    PSYCHIATRIST

    Total calculated
    $234,422
    From this org
    $216,675
    From related orgs
    $0
    Other
    $17,747
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $215,648
    Bonus
    $632
    Other
    $395
    Deferred
    $6,637
    Nontaxable benefits
    $11,110
    Filer's total
    $234,422

  • Jennifer Donovan MD

    PSYCHIATRIST

    Total calculated
    $309,288
    From this org
    $258,374
    From related orgs
    $15,942
    Other
    $34,972
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $255,854 + $15,942 related
    Bonus
    $2,005
    Other
    $515
    Deferred
    $12,906 + $747 related
    Nontaxable benefits
    $20,194 + $1,125 related
    Filer's total
    $291,474 + $17,814 related

  • Michael Heinrich To 0323

    FORMER EXEC VP FINANCE/CFO

    Total calculated
    $1,054,804
    From this org
    $0
    From related orgs
    $941,690
    Other
    $113,114
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $559,102 related
    Bonus
    $0 + $77,630 related
    Other
    $0 + $304,958 related
    Deferred
    $0 + $100,904 related
    Nontaxable benefits
    $0 + $12,210 related
    Filer's total
    $0 + $1,054,804 related

  • Michelle Niermann To 0723

    FORMER SLMH PRES/CEO

    Total calculated
    $942,883
    From this org
    $0
    From related orgs
    $799,714
    Other
    $143,169
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $629,784 related
    Bonus
    $0 + $138,313 related
    Other
    $0 + $31,617 related
    Deferred
    $0 + $112,246 related
    Nontaxable benefits
    $0 + $30,923 related
    Filer's total
    $0 + $942,883 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: CASEY GREENE $38,757, MICHAEL HEINRICH $83,654, AND MICHELLE NIERMANN $94,996. NONQUALIFIED RETIREMENT PLAN DISTRIBUTIONS: THE FOLLOWING INDIVIDUAL(S) PARTICIPATED IN AND RECEIVED PAYMENTS FROM A SUPPLEMENTAL NON-QUALIFIED PLAN: MICHAEL HEINRICH $288,863. 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

No itemized grants to organizations 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
4 November 2025
IRS schema version
2024v5.2
Source object
202513179349302271

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

The source document this was parsed from is served over the API, which is where bulk and document access live.