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Nonprofiteer
← UNITYPOINT HEALTH-MARSHALLTOWN

Form 990 for tax year 2024

Filed by UNITYPOINT HEALTH-MARSHALLTOWN.

Totals

Total revenue
$86,680,115
Total expenses
$80,026,164
Contributions and grants received
$2,789,327
Grants paid
$164,177
Program service revenue
not reported
Investment income
not reported
Other revenue
not reported
Total assets, end of year
not reported
Total liabilities, end of year
not reported
Net assets or fund balances, end of year
not reported
Program services expenses (Part IX)
$77,079,597
Management and general expenses
$2,946,567
Fundraising expenses
$0
Program service expenses (Part III)
$77,079,597

Program services were 96.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • STACEY BENTLEY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • KYLE CHRISTIASON MD

    BOARD CHAIR

    Total calculated
    $502,174
    From this org
    $0
    From related orgs
    $454,453
    Other
    $47,721
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $452,176 related
    Bonus
    $0
    Other
    $0 + $2,277 related
    Deferred
    $0 + $17,250 related
    Nontaxable benefits
    $0 + $30,471 related
    Filer's total
    $0 + $502,174 related
  • BRYAN EARNEST

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • JENNIFER FRIEDLY

    BOARD MEMBER/MARKET PRESIDENT

    Total calculated
    $562,472
    From this org
    $0
    From related orgs
    $484,503
    Other
    $77,969
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $397,408 related
    Bonus
    $0 + $81,490 related
    Other
    $0 + $5,605 related
    Deferred
    $0 + $57,827 related
    Nontaxable benefits
    $0 + $20,142 related
    Filer's total
    $0 + $562,472 related
  • JOAN HEADINGTON

    BOARD MEMBER

    Total calculated
    $1,181
    From this org
    $0
    From related orgs
    $1,181
    Other
    $0
    Hours/week
    1 + 1 related
  • CAROL HIBBS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • LANCE HORBACH

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • PRADEEP RAMESH MD

    BOARD MEMBER

    Total calculated
    $643,326
    From this org
    $0
    From related orgs
    $589,098
    Other
    $54,228
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $555,569 related
    Bonus
    $0 + $30,495 related
    Other
    $0 + $3,034 related
    Deferred
    $0 + $17,250 related
    Nontaxable benefits
    $0 + $36,978 related
    Filer's total
    $0 + $643,326 related
  • EDITA BEGIC

    BOARD MEMBER

    Total calculated
    $1,181
    From this org
    $0
    From related orgs
    $1,181
    Other
    $0
    Hours/week
    1 + 1 related
  • ZACHARY FRENCH

    MARKET VP FINANCE

    Total calculated
    $259,613
    From this org
    $0
    From related orgs
    $241,678
    Other
    $17,935
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $193,892 related
    Bonus
    $0 + $45,721 related
    Other
    $0 + $2,065 related
    Deferred
    $0 + $7,251 related
    Nontaxable benefits
    $0 + $10,684 related
    Filer's total
    $0 + $259,613 related
  • SHARON KING

    HOSPITAL ADMINISTRATOR

    Total calculated
    $248,870
    From this org
    $215,567
    From related orgs
    $0
    Other
    $33,303
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $189,292
    Bonus
    $26,023
    Other
    $252
    Deferred
    $11,287
    Nontaxable benefits
    $22,016
    Filer's total
    $248,870
  • NATALIE HUNTER

    MARKET VP OPERATIONS

    Total calculated
    $280,100
    From this org
    $0
    From related orgs
    $248,291
    Other
    $31,809
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $201,987 related
    Bonus
    $0 + $21,413 related
    Other
    $0 + $24,891 related
    Deferred
    $0 + $12,120 related
    Nontaxable benefits
    $0 + $19,689 related
    Filer's total
    $0 + $280,100 related
  • HEIDI PROSE

    NURSE PRACTITIONER

    Total calculated
    $208,983
    From this org
    $198,791
    From related orgs
    $0
    Other
    $10,192
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $195,157
    Bonus
    $0
    Other
    $3,634
    Deferred
    $9,935
    Nontaxable benefits
    $257
    Filer's total
    $208,983
  • CHELSEY HALVERSON PA-C

    PHYSICIAN ASSISTANT

    Total calculated
    $214,559
    From this org
    $191,578
    From related orgs
    $0
    Other
    $22,981
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $180,380
    Bonus
    $0
    Other
    $11,198
    Deferred
    $9,726
    Nontaxable benefits
    $13,255
    Filer's total
    $214,559
  • JAIME HOOLEY PA-C

    PHYSICIAN ASSISTANT

    Total calculated
    $261,593
    From this org
    $221,012
    From related orgs
    $0
    Other
    $40,581
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $216,750
    Bonus
    $0
    Other
    $4,262
    Deferred
    $9,836
    Nontaxable benefits
    $30,745
    Filer's total
    $261,593
  • JOHN MCCUNE MD

    PHYSICIAN

    Total calculated
    $355,573
    From this org
    $314,639
    From related orgs
    $0
    Other
    $40,934
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $305,120
    Bonus
    $0
    Other
    $9,519
    Deferred
    $15,536
    Nontaxable benefits
    $25,398
    Filer's total
    $355,573
  • STEVE SCURR DO

    PHYSICIAN

    Total calculated
    $677,679
    From this org
    $629,058
    From related orgs
    $0
    Other
    $48,621
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $627,060
    Bonus
    $0
    Other
    $1,998
    Deferred
    $13,248
    Nontaxable benefits
    $35,373
    Filer's total
    $677,679
  • PAMELA DELAGARDELLE TO 823

    FORMER PRESIDENT & CEO

    Total calculated
    $934,735
    From this org
    $0
    From related orgs
    $798,296
    Other
    $136,439
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $624,067 related
    Bonus
    $0 + $139,872 related
    Other
    $0 + $34,357 related
    Deferred
    $0 + $112,246 related
    Nontaxable benefits
    $0 + $24,193 related
    Filer's total
    $0 + $934,735 related
  • STEVEN PALMERSHEIM TO 1221

    FORMER VP FINANCE

    Total calculated
    $549,310
    From this org
    $0
    From related orgs
    $464,024
    Other
    $85,286
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $360,665 related
    Bonus
    $0 + $99,691 related
    Other
    $0 + $3,668 related
    Deferred
    $0 + $54,750 related
    Nontaxable benefits
    $0 + $30,536 related
    Filer's total
    $0 + $549,310 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: PAMELA DELAGARDELLE $ 94,996, JENNIFER FRIEDLY $ 40,577 & STEVEN PALMERSHEIM $ 37,500.
SCHEDULE J, PART I, LINE 3 - ESTABLISHING COMPENSATION
THE EXECUTIVE COMMITTEE OF THE IOWA HEALTH SYSTEM BOARD OF DIRECTORS ("COMMITTEE") CONDUCTS A COMPREHENSIVE REVIEW OF ALL COMPENSATION AND BENEFITS PROVIDED TO THE ORGANIZATION'S OFFICERS AND KEY EMPLOYEES, INCLUDING THE IHS CHIEF EXECUTIVE OFFICER (THE "CEO"). THIS REVIEW COMPARES THE TOTAL COMPENSATION AND VALUE OF BENEFITS PROVIDED TO EACH EXECUTIVE, ON A POSITION BY POSITION BASIS, TO THAT PROVIDED TO FUNCTIONALLY SIMILAR POSITIONS IN SIMILARLY SITUATED ORGANIZATIONS. THIS REVIEW IS CONDUCTED BY THE COMMITTEE WITH THE ASSISTANCE OF A NATIONAL, INDEPENDENT COMPENSATION CONSULTANT REPORTING DIRECTLY TO THE COMMITTEE. THE COMMITTEE HAS BEEN DELEGATED THE RESPONSIBILITY FOR OVERSIGHT OF EXECUTIVE COMPENSATION AND IS MADE UP ENTIRELY OF INDEPENDENT DIRECTORS WITHIN THE MEANING OF THE "REBUTTABLE PRESUMPTION OF REASONABLENESS" UNDER THE FEDERAL INCOME TAX INTERMEDIATE SANCTIONS RULES. THE COMPENSATION CONSULTANT HOLDS ITSELF OUT TO THE PUBLIC AS A COMPENSATION CONSULTANT, PERFORMS THESE VALUATIONS ON A REGULAR BASIS, IS QUALIFIED TO MAKE THE VALUATIONS OF THE SERVICES INVOLVED, AND HAS SO INDICATED IN A WRITTEN CERTIFICATION TO THE COMMITTEE. BASED UPON THE ADVICE OF THE COMPENSATION CONSULTANT, AND APPLYING THE BOARD'S COMPENSATION PHILOSOPHY, THE COMMITTEE ESTABLISHES THE OVERALL ADJUSTMENT IN COMPENSATION AND BENEFITS FOR THE TOP EXECUTIVES IN THE ENTIRE HEALTH SYSTEM (SEVERAL OF WHICH ARE EMPLOYEES OF THE FILING ORGANIZATION) AND DELEGATES TO THE CEO THE AUTHORITY TO MAKE ADJUSTMENTS, CONSISTENT WITH THE COMMITTEE'S DIRECTION, FOR THE OTHER EXECUTIVES. THE COMMITTEE DETERMINES ALL ASPECTS OF THE COMPENSATION AND BENEFITS OF THE CEO. THE COMMITTEE INTENTIONALLY TAKES ALL THE STEPS NECESSARY TO QUALIFY FOR THE REBUTTABLE PRESUMPTION OF REASONABLENESS UNDER THE FEDERAL INCOME TAX LAW INTERMEDIATE SANCTIONS RULES, INCLUDING CONTEMPORANEOUS SUBSTANTIATION OF ALL COMMITTEE MEETINGS AND ACTIONS. THE ORGANIZATION BELIEVES IT IS IN FULL COMPLIANCE WITH SECTION 4958 OF THE IRC, PROVIDES NO MORE THAN REASONABLE AND FAIR MARKET VALUE COMPENSATION AND BENEFITS FOR ITS EMPLOYEES AND DOES NOT PROVIDE ANY EXCESS COMPENSATION OR BENEFITS AS PROHIBITED BY SECTION 4958.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

Provenance

Return type
form_990
Tax year
2024
Filed
7 November 2025
IRS schema version
2024v5.2
Source object
202503179349312020

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