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Nonprofiteer
← IOWA HEALTH SYSTEM

Form 990 for tax year 2022

Filed by IOWA HEALTH SYSTEM.

Totals

Total revenue
$469,880,792
Total expenses
$482,771,215
Contributions and grants received
$1,741,206
Grants paid
$79,119
Program service revenue
$409,543,414
Investment income
$35,788,007
Other revenue
$22,808,165
Total assets, end of year
$1,508,678,077
Total liabilities, end of year
$1,609,204,452
Net assets or fund balances, end of year
-$100,526,375
Program services expenses (Part IX)
$390,813,761
Management and general expenses
$91,957,454
Fundraising expenses
$0
Program service expenses (Part III)
$390,813,761

Program services were 81.0% 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)

    $1,741,206

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

    total $410,151,898 · related or exempt $409,552,815 · unrelated business $599,083

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

    total -$608,484 · related or exempt -$608,484

  • 3 · Investment income

    total $42,613,083 · unrelated business $2,012,964 · excluded $40,600,119

  • 7a · Gross sales of assets other than inventory

    securities $1,863,926 · other assets $76,203

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

    securities $8,765,205 · other assets $0

  • 7c · Gain or loss

    securities -$6,901,279 · other assets $76,203

  • 7d · Net gain or loss

    total -$6,825,076 · excluded -$6,825,076

  • 11a · Other revenue: MISCELLANEOUS

    total $14,295,594 · related or exempt $13,081,829 · unrelated business $1,213,765

  • 11b · Other revenue: SHARED SAVINGS REVENUE

    total $8,512,571 · related or exempt $8,512,571

  • 11e · Other revenue, total

    $22,808,165

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $79,119 · program services $79,119

  • 5 · Compensation of officers, directors and key employees

    total $14,353,863 · management and general $14,353,863

  • 6 · Compensation of disqualified persons

    total $2,856,184 · management and general $2,856,184

  • 7 · Other salaries and wages

    total $163,572,405 · program services $163,572,405

  • 8 · Pension plan contributions

    total $7,745,046 · program services $7,745,046

  • 9 · Other employee benefits

    total $29,126,074 · program services $29,126,074

  • 10 · Payroll taxes

    total $12,071,926 · program services $12,071,926

  • 11b · Fees: legal

    total $4,433,565 · program services $3,523,289 · management and general $910,276

  • 11c · Fees: accounting

    total $861,655 · management and general $861,655

  • 11d · Fees: lobbying

    total $530,971 · management and general $530,971

  • 11f · Fees: investment management

    total $319,431 · program services $88,678 · management and general $230,753

  • 11g · Fees: other

    total $155,998,410 · program services $91,788,577 · management and general $64,209,833

  • 12 · Advertising and promotion

    total $4,369,529 · management and general $4,369,529

  • 13 · Office expenses

    total $606,115 · program services $5,696 · management and general $600,419

  • 16 · Occupancy

    total $12,729,091 · program services $12,459,299 · management and general $269,792

  • 17 · Travel

    total $1,039,276 · program services $312,330 · management and general $726,946

  • 19 · Conferences, conventions and meetings

    total $403,088 · program services $74,086 · management and general $329,002

  • 20 · Interest

    total $38,777,790 · program services $38,777,790

  • 22 · Depreciation, depletion and amortization

    total $29,729,861 · program services $28,412,624 · management and general $1,317,237

  • 23 · Insurance

    total $2,796,886 · program services $2,796,854 · management and general $32

  • 24a · Other expenses: MISCELLANEOUS EXPENSE

    total $407,829 · program services $34,282 · management and general $373,547

  • 24b · Other expenses: MEDICAL SUPPLIES

    total $4,809 · program services $2,689 · management and general $2,120

  • 24c · Other expenses: BAD DEBT EXPENSE

    total $2,308 · program services $2,308

  • 24d · Other expenses: INCOME TAXES

    total $330 · management and general $330

  • 24e · All other expenses

    total -$44,346 · program services -$59,311 · management and general $14,965

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $181,517,629 · end of year $152,763,225

  • 2 · Savings and temporary cash investments

    beginning of year $99,395,742 · end of year $140,959,612

  • 7 · Other notes and loans receivable

    beginning of year $854,977,060 · end of year $910,377,299

  • 9 · Prepaid expenses and deferred charges

    beginning of year $41,605,023 · end of year $42,372,342

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

    $671,574,935

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

    $598,286,155

  • 10c · Land, buildings and equipment, net

    beginning of year $69,081,414 · end of year $73,288,780

  • 11 · Investments: publicly traded securities

    beginning of year $241,223,401 · end of year $165,793,139

  • 13 · Investments: program-related

    beginning of year $7,020,337 · end of year $10,411,853

  • 14 · Intangible assets

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

  • 15 · Other assets

    beginning of year $18,375,649 · end of year $12,677,327

  • 17 · Accounts payable and accrued expenses

    beginning of year $189,563,055 · end of year $103,356,657

  • 19 · Deferred revenue

    beginning of year $4,054,724 · end of year $7,072,125

  • 20 · Tax-exempt bond liabilities

    beginning of year $1,122,160,205 · end of year $1,088,258,616

  • 23 · Secured mortgages and notes payable

    beginning of year $105,435,821 · end of year $207,485,398

  • 24 · Unsecured notes and loans payable

    beginning of year $26,069,470 · end of year $77,149,682

  • 25 · Other liabilities

    beginning of year $189,425,858 · end of year $125,881,974

  • 27 · Net assets without donor restrictions

    beginning of year -$123,526,518 · end of year -$100,574,515

  • 28 · Net assets with donor restrictions

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

Mission and programs · 2022

Mission

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

  • AFFILIATE SUPPORT SERVICESIHS ADMINISTRATION (CORP) IS ORGANIZED TO SUPPORT THE MISSIONS OF SEVERAL RELATED CHARITABLE, TAX-EXEMPT ORGANIZATIONS INCLUDING TEN SENIOR AFFILIATES, IOWA HEALTH DES MOINES (DES MOINES), TRINITY REGIONAL HEALTH SYSTEM (ROCK ISLAND), 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), METHODIST HEALTH SERVICES CORPORATION (PEORIA), 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 $390,734,642 · Revenue $434,364,543

  • 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: $79,119.

    Expenses $79,119 · Grants $79,119

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Bill Arnold

    BOARD MEMBER

    Total calculated
    $12,000
    From this org
    $12,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    1 + 1 related

  • Brad Brody

    BOARD CHAIR

    Total calculated
    $26,750
    From this org
    $26,750
    From related orgs
    $0
    Other
    $0
    Hours/week
    1 + 1 related

  • Kyle Christiason MD

    BOARD MEMBER

    Total calculated
    $379,015
    From this org
    $0
    From related orgs
    $336,916
    Other
    $42,099
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $335,812 related
    Bonus
    $0
    Other
    $0 + $1,104 related
    Deferred
    $0 + $15,250 related
    Nontaxable benefits
    $0 + $26,849 related
    Filer's total
    $0 + $379,015 related

  • Gregory Churchill

    BOARD MEMBER

    Total calculated
    $12,500
    From this org
    $12,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    1 + 1 related

  • Brenda Clancy

    BOARD MEMBER

    Total calculated
    $13,500
    From this org
    $13,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    1 + 1 related

  • Adaeze Enekwechi

    BOARD MEMBER

    Total calculated
    $10,000
    From this org
    $10,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Virginia Graves

    BOARD MEMBER

    Total calculated
    $10,000
    From this org
    $10,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    1 + 1 related

  • Sally Gray

    BOARD SECRETARY

    Total calculated
    $14,250
    From this org
    $14,250
    From related orgs
    $0
    Other
    $0
    Hours/week
    1 + 1 related

  • Bruce James MD

    BOARD MEMBER

    Total calculated
    $11,750
    From this org
    $11,750
    From related orgs
    $0
    Other
    $0
    Hours/week
    1 + 1 related

  • Jose Laracuente

    BOARD TREASURER

    Total calculated
    $19,750
    From this org
    $19,750
    From related orgs
    $0
    Other
    $0
    Hours/week
    1 + 1 related

  • Bradley Manning

    BOARD MEMBER

    Total calculated
    $17,750
    From this org
    $17,750
    From related orgs
    $0
    Other
    $0
    Hours/week
    1 + 1 related

  • Catherine Ranheim MD

    BOARD MEMBER (TO 05/22)

    Total calculated
    $412,709
    From this org
    $284,692
    From related orgs
    $111,483
    Other
    $16,534
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $244,197 + $111,313 related
    Bonus
    $35,172
    Other
    $5,323 + $170 related
    Deferred
    $10,398 + $4,852 related
    Nontaxable benefits
    $694 + $590 related
    Filer's total
    $295,784 + $116,925 related

  • Marlon Priest

    BOARD MEMBER

    Total calculated
    $9,750
    From this org
    $9,750
    From related orgs
    $0
    Other
    $0
    Hours/week
    1 + 1 related

  • Mark Schwiebert

    BOARD MEMBER

    Total calculated
    $17,250
    From this org
    $17,250
    From related orgs
    $0
    Other
    $0
    Hours/week
    1 + 1 related

  • Garry Smith

    BOARD MEMBER

    Total calculated
    $12,250
    From this org
    $12,250
    From related orgs
    $0
    Other
    $0
    Hours/week
    1 + 1 related

  • James Stevenson

    BOARD MEMBER

    Total calculated
    $11,000
    From this org
    $11,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    1 + 1 related

  • Kalyana Sundaram

    BOARD MEMBER

    Total calculated
    $9,250
    From this org
    $9,250
    From related orgs
    $0
    Other
    $0
    Hours/week
    1 + 1 related

  • John Taets

    BOARD VICE CHAIR

    Total calculated
    $21,250
    From this org
    $21,250
    From related orgs
    $0
    Other
    $0
    Hours/week
    1 + 1 related

  • Dennis Triggs

    BOARD MEMBER

    Total calculated
    $11,000
    From this org
    $11,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    1 + 1 related

  • Andrea White MD

    BOARD MEMBER

    Total calculated
    $354,895
    From this org
    $0
    From related orgs
    $330,297
    Other
    $24,598
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $320,566 related
    Bonus
    $0 + $8,478 related
    Other
    $0 + $1,253 related
    Deferred
    $0 + $15,250 related
    Nontaxable benefits
    $0 + $9,348 related
    Filer's total
    $0 + $354,895 related

  • Maria Ziegler

    BOARD MEMBER

    Total calculated
    $13,500
    From this org
    $13,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    1 + 1 related

  • Clay Holderman

    PRESIDENT/CEO

    Total calculated
    $2,394,595
    From this org
    $2,057,391
    From related orgs
    $0
    Other
    $337,204
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $1,450,307
    Bonus
    $571,182
    Other
    $35,902
    Deferred
    $308,188
    Nontaxable benefits
    $29,016
    Filer's total
    $2,394,595

  • Peter D Watson

    CHIEF FINANCIAL OFFICER SVP

    Total calculated
    $1,060,941
    From this org
    $902,325
    From related orgs
    $0
    Other
    $158,616
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $792,673
    Bonus
    $83,081
    Other
    $26,571
    Deferred
    $135,250
    Nontaxable benefits
    $23,366
    Filer's total
    $1,060,941

  • James Arnett

    PRESIDENT/CEO-WI (FR 6/22)

    Total calculated
    $566,811
    From this org
    $0
    From related orgs
    $475,197
    Other
    $91,614
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $372,083 related
    Bonus
    $0 + $96,354 related
    Other
    $0 + $6,760 related
    Deferred
    $0 + $63,164 related
    Nontaxable benefits
    $0 + $28,450 related
    Filer's total
    $0 + $566,811 related

  • Dandre Carpenter Dnp RN

    CHIEF NURSING OFFICER (FR 9/22)

    Total calculated
    $658,028
    From this org
    $582,878
    From related orgs
    $0
    Other
    $75,150
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $358,210
    Bonus
    $150,000
    Other
    $74,668
    Deferred
    $69,192
    Nontaxable benefits
    $5,958
    Filer's total
    $658,028

  • Daniel Carpenter

    CHIEF STRATEGY OFFICER SVP

    Total calculated
    $999,529
    From this org
    $836,068
    From related orgs
    $0
    Other
    $163,461
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $619,854
    Bonus
    $198,606
    Other
    $17,608
    Deferred
    $140,839
    Nontaxable benefits
    $22,622
    Filer's total
    $999,529

  • Pamela Delagardelle

    PRESIDENT/CEO-WAT

    Total calculated
    $776,773
    From this org
    $0
    From related orgs
    $671,810
    Other
    $104,963
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $497,754 related
    Bonus
    $0 + $155,204 related
    Other
    $0 + $18,852 related
    Deferred
    $0 + $88,702 related
    Nontaxable benefits
    $0 + $16,261 related
    Filer's total
    $0 + $776,773 related

  • Marcel Devetten MD

    CHIEF QUALITY OFFICER

    Total calculated
    $735,215
    From this org
    $637,571
    From related orgs
    $0
    Other
    $97,644
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $493,863
    Bonus
    $123,050
    Other
    $20,658
    Deferred
    $75,670
    Nontaxable benefits
    $21,974
    Filer's total
    $735,215

  • Susan Erickson Presceo-Wi To 622

    COO SVP (FR 7/22)

    Total calculated
    $920,069
    From this org
    $332,066
    From related orgs
    $435,186
    Other
    $152,817
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $322,136 + $256,768 related
    Bonus
    $0 + $166,447 related
    Other
    $9,930 + $11,971 related
    Deferred
    $118,152 + $12,200 related
    Nontaxable benefits
    $7,468 + $14,997 related
    Filer's total
    $457,686 + $462,383 related

  • Robert Erickson

    PRESIDENT/CEO-QC

    Total calculated
    $810,812
    From this org
    $0
    From related orgs
    $680,681
    Other
    $130,131
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $510,076 related
    Bonus
    $0 + $153,613 related
    Other
    $0 + $16,992 related
    Deferred
    $0 + $98,448 related
    Nontaxable benefits
    $0 + $31,683 related
    Filer's total
    $0 + $810,812 related

  • Aaron Gillingham

    CHIEF HUMAN RESOURCES OFFICER SVP

    Total calculated
    $750,259
    From this org
    $623,797
    From related orgs
    $0
    Other
    $126,462
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $576,756
    Bonus
    $0
    Other
    $47,041
    Deferred
    $97,750
    Nontaxable benefits
    $28,712
    Filer's total
    $750,259

  • Leah Glasgo Presidentceo-Fd

    INTERIM PRES/CEO-SC (FR 7/22)

    Total calculated
    $1,168,456
    From this org
    $0
    From related orgs
    $1,067,658
    Other
    $100,798
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $459,262 related
    Bonus
    $0 + $153,147 related
    Other
    $0 + $455,249 related
    Deferred
    $0 + $69,078 related
    Nontaxable benefits
    $0 + $31,720 related
    Filer's total
    $0 + $1,168,456 related

  • Mark Johnson

    VP CONSOLIDATED SERVICES

    Total calculated
    $1,546,961
    From this org
    $1,454,353
    From related orgs
    $0
    Other
    $92,608
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $356,610
    Bonus
    $96,587
    Other
    $1,001,156
    Deferred
    $66,736
    Nontaxable benefits
    $25,872
    Filer's total
    $1,546,961

  • Scott Kizer

    CHIEF LEGAL OFFICER SVP

    Total calculated
    $1,244,035
    From this org
    $1,087,869
    From related orgs
    $0
    Other
    $156,166
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $802,703
    Bonus
    $240,012
    Other
    $45,154
    Deferred
    $135,250
    Nontaxable benefits
    $20,916
    Filer's total
    $1,244,035

  • Keith Knepp MD

    PRESIDENT/CEO-PM

    Total calculated
    $883,163
    From this org
    $0
    From related orgs
    $739,283
    Other
    $143,880
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $554,435 related
    Bonus
    $0 + $167,497 related
    Other
    $0 + $17,351 related
    Deferred
    $0 + $116,984 related
    Nontaxable benefits
    $0 + $26,896 related
    Filer's total
    $0 + $883,163 related

  • Patricia Newland MD Vp Med Dr Pc

    (TO 8/22) PRES/CEO-IPCMF (FR 8/22)

    Total calculated
    $770,832
    From this org
    $0
    From related orgs
    $700,085
    Other
    $70,747
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $501,438 related
    Bonus
    $0 + $194,803 related
    Other
    $0 + $3,844 related
    Deferred
    $0 + $44,096 related
    Nontaxable benefits
    $0 + $26,651 related
    Filer's total
    $0 + $770,832 related

  • Michelle Niermann

    PRES/CEO-CR

    Total calculated
    $823,311
    From this org
    $0
    From related orgs
    $700,612
    Other
    $122,699
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $514,622 related
    Bonus
    $0 + $171,213 related
    Other
    $0 + $14,777 related
    Deferred
    $0 + $93,482 related
    Nontaxable benefits
    $0 + $29,217 related
    Filer's total
    $0 + $823,311 related

  • John Sheehan Chief

    OPERATING OFFICER SVP (TO 7/22)

    Total calculated
    $1,290,619
    From this org
    $1,266,433
    From related orgs
    $0
    Other
    $24,186
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $460,574
    Bonus
    $237,174
    Other
    $568,685
    Deferred
    $15,250
    Nontaxable benefits
    $8,936
    Filer's total
    $1,290,619

  • Laura Smith

    CHIEF INFORMATION OFFICER SVP

    Total calculated
    $777,483
    From this org
    $665,166
    From related orgs
    $0
    Other
    $112,317
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $507,525
    Bonus
    $147,602
    Other
    $10,039
    Deferred
    $92,092
    Nontaxable benefits
    $20,225
    Filer's total
    $777,483

  • Lorenzo Suter

    PRES/CEO-SC (TO 7/22)

    Total calculated
    $551,287
    From this org
    $0
    From related orgs
    $519,612
    Other
    $31,675
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $266,375 related
    Bonus
    $0 + $60,010 related
    Other
    $0 + $193,227 related
    Deferred
    $0 + $6,100 related
    Nontaxable benefits
    $0 + $25,575 related
    Filer's total
    $0 + $551,287 related

  • David Stark

    PRESIDENT/CEO-DSM

    Total calculated
    $1,775,138
    From this org
    $0
    From related orgs
    $1,646,674
    Other
    $128,464
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $573,849 related
    Bonus
    $0 + $172,266 related
    Other
    $0 + $900,559 related
    Deferred
    $0 + $102,789 related
    Nontaxable benefits
    $0 + $25,675 related
    Filer's total
    $0 + $1,775,138 related

  • David Williams MD

    CHIEF CLINICAL OFFICER SVP

    Total calculated
    $1,940,811
    From this org
    $1,806,169
    From related orgs
    $0
    Other
    $134,642
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $621,411
    Bonus
    $186,356
    Other
    $998,402
    Deferred
    $109,914
    Nontaxable benefits
    $24,728
    Filer's total
    $1,940,811

  • Chad Wolbers

    PRES/CEO-DUB

    Total calculated
    $552,716
    From this org
    $0
    From related orgs
    $456,758
    Other
    $95,958
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $333,875 related
    Bonus
    $0 + $116,829 related
    Other
    $0 + $6,054 related
    Deferred
    $0 + $66,850 related
    Nontaxable benefits
    $0 + $29,108 related
    Filer's total
    $0 + $552,716 related

  • Todd Burchill Executive

    DIRECTOR BUSINESS DEVELOPMENT

    Total calculated
    $530,839
    From this org
    $484,011
    From related orgs
    $0
    Other
    $46,828
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $287,098
    Bonus
    $58,066
    Other
    $138,847
    Deferred
    $15,250
    Nontaxable benefits
    $31,578
    Filer's total
    $530,839

  • Debra King

    DEPUTY GENERAL COUNSEL

    Total calculated
    $480,053
    From this org
    $413,680
    From related orgs
    $0
    Other
    $66,373
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $306,438
    Bonus
    $100,206
    Other
    $7,036
    Deferred
    $46,452
    Nontaxable benefits
    $19,921
    Filer's total
    $480,053

  • Wendy Mortimore

    CHIEF MEDICAL INF OFFICER

    Total calculated
    $518,528
    From this org
    $475,026
    From related orgs
    $0
    Other
    $43,502
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $378,513
    Bonus
    $95,580
    Other
    $933
    Deferred
    $15,250
    Nontaxable benefits
    $28,252
    Filer's total
    $518,528

  • Renee Rasmussen

    VP REVENUE CYCLE (TO 4/22)

    Total calculated
    $453,914
    From this org
    $433,530
    From related orgs
    $0
    Other
    $20,384
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $108,504
    Bonus
    $90,908
    Other
    $234,118
    Deferred
    $7,637
    Nontaxable benefits
    $12,747
    Filer's total
    $453,914

  • Matthew Warrens

    MANAGING DIRECTOR INNOVATION CENTER

    Total calculated
    $442,116
    From this org
    $405,845
    From related orgs
    $0
    Other
    $36,271
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $318,657
    Bonus
    $79,000
    Other
    $8,188
    Deferred
    $15,250
    Nontaxable benefits
    $21,021
    Filer's total
    $442,116

  • Susan Thompson

    INTERIM PRESIDENT/CEO (TO 02/21)

    Total calculated
    $278,902
    From this org
    $278,902
    From related orgs
    $0
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $278,902
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $278,902

  • Kevin Vermeer

    FRMR PRESIDENT/CEO (TO 04/20)

    Total calculated
    $476,649
    From this org
    $476,649
    From related orgs
    $0
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $476,649
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $476,649

  • Denny Drake Frmr Svp Corp Integrity

    GENERAL COUNSEL (TO 12/20)

    Total calculated
    $644,229
    From this org
    $630,360
    From related orgs
    $0
    Other
    $13,869
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $630,360
    Deferred
    $0
    Nontaxable benefits
    $13,869
    Filer's total
    $644,229

  • Narendra Mansharamani

    VP/FINANCIAL OPERATIONS (TO 12/21)

    Total calculated
    $409,085
    From this org
    $409,085
    From related orgs
    $0
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $409,085
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $409,085

  • Art Nizza

    EVP/COO (TO 02/21)

    Total calculated
    $814,375
    From this org
    $814,375
    From related orgs
    $0
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $814,375
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $814,375

  • Richard Seidler

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

    Total calculated
    $367,341
    From this org
    $0
    From related orgs
    $367,341
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $367,341 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $367,341 related

  • Theodore Townsend Frmr Presceo-Cr

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

    Total calculated
    $462,778
    From this org
    $0
    From related orgs
    $462,778
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $462,778 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $462,778 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: DENNIS DRAKE $630,36; NARENDA MANSHARAMANI $318,750; ARTHUR NIZZA $814,375; JOHN SHEEHAN $359,175; LORENZO SUTER $187,131; AND KEVIN VERMEER $476,649. NONQUALIFIED RETIREMENT PLAN CONTRIBUTIONS: THE FOLLOWING INDIVIDUAL(S) PARTICIPATED IN AND RECEIVED CONTRIBUTIONS IN A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN: JAMES ARNETT $50,964; DANDRE CARPENTER $53,942; DANIEL CARPENTER $125,589: PAM DELAGARDELLE $73,452; MARCEL DEVETTEN, MD $60,420; ROBERT ERICKSON $83,198; SUSAN ERICKSON $108,417; AARON GILLINGHAM $82,500; LEAH GLASGO $53,828; CLAY HOLDERMAN $292,938; MARK JOHNSON $51,486; DEBRA KING $31,202; SCOTT KIZER $120,000; KEITH KNEPP, MD $101,734; PATRICIA NEWLAND, MD $28,846; MICHELLE NIERMANN $78,232; LAURA SMITH $76,842; DAVID STARK $87,539; PETER WATSON $120,000; DAVID WILLIAMS, MD $94,664; AND CHAD WOLBERS $54,461. NONQUALIFIED RETIREMENT PLAN DISTRIBUTIONS: THE FOLLOWING INDIVIDUAL(S) PARTICIPATED IN AND RECEIVED PAYMENTS FROM A SUPPLEMENTAL NON-QUALIFIED PLAN: TODD BURCHILL $127,241; LEAH GLASGO $449,085; MARK JOHNSON $993,522; RENEE RASMUSSEN $230,544; RICHARD SEIDLER $367,341; JOHN SHEEHAN $192,653; DAVID STARK $883,999; SUSAN THOMPSON $278,902; THEODORE TOWNSEND, JR $462,778; AND DAVID WILLIAMS, MD $976,965. 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 $17,006,975 · assets $120,032,092

    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 CARDIOVASCULAR CO-MANAGEMENT CO LLC

    CARDIOVASCULAR MANAGEMENT & ADMINISTRATIVE SERVICES · IA · general or managing partner

  • CENTRAL IOWA ONCOLOGY CO-MANAGEMENT COMPANY

    ONCOLOGY MANAGEMENT & ADMINISTRATIVE SERVICES · IA · general or managing partner

  • CENTRAL IOWA PHYSIO LLC

    PHYSICAL THERAPY SERVICES · IA · general or managing partner

  • CENTRAL IOWA SURGICAL SERVICES CO-MANAGEMENT CO LLC

    SURGICAL MANAGEMENT & ADMINISTRATIVE 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 $17,831,926 · share of assets $3,431,736 · 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

  • REHABILITATION THERAPY SERVICES LLC

    REHABILATION THERAPY · IL · 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 HOSPITAL ORTHOPEDIC CO-MANAGEMENT COMPANY LLC

    ORTHOPEDIC SERVICE LINES MANAGEMENT · IA · general or managing partner

  • 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

  • BELCREST SERVICES LTD

    C · MEDICAL SERVICES · IL

  • BROADBAND INC

    C · INFORMATION TECHNOLOGY MGMT. · IA · 100% owned · share of income $24,933 · share of assets $11,419,085 · 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

  • HEALTH PLUS INC

    C · MANAGED CARE ADMINISTRATION · IL

  • HNC SERVICES

    C · FIBER OPTIC NETWORK SERVICES · IA · 100% owned · share of income $444,824 · share of assets $2,061,147 · controlled entity

    Directly controlled by IOWA HEALTH SYSTEM

  • MEDIMORE INC

    C · MANAGED CARE · IA · 100% owned · share of income $1,144,227 · 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

  • METHODIST HEALTH VENTURES INC & SUB

    C · PHARMACY/OFFICE STAFFING · IL

  • OPTIMUM HEALTH SOLUTIONS INC

    C · HEALTH & WELLNESS CONSULTING · IA

  • PEKIN PROHEALTH INC

    C · CLINIC · IL

  • PRECEDENCE INC

    C · MANAGED MENTAL CARE · IA

  • PRECEDENCE PLUS INC

    C · MANAGED MENTAL CARE · IA

  • PROVIDER RESOURCE MANAGEMENT INC

    C · RESOURCE MANAGEMENT · IL

  • STL HEALTH RESOURCES CO

    C · PHYSICIAN OFFICE RENTAL · IA

  • TRINITY HEALTH ENTERPRISES INC

    C · RETAIL DURABLE MEDICAL EQUIPMENT & PHARMACY · IL

Provenance

Return type
form_990
Tax year
2022
Filed
13 November 2023
IRS schema version
2022v5.0
Source object
202303189349307905

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