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Nonprofiteer
← MERCY HEALTH SERVICES IOWA CORP

Form 990 for tax year 2024

Filed by MERCY HEALTH SERVICES IOWA CORP.

Totals

Total revenue
$933,901,198
Total expenses
$1,016,202,656
Contributions and grants received
$9,543,132
Grants paid
$1,668,901
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)
$902,476,366
Management and general expenses
$112,924,539
Fundraising expenses
$801,751
Program service expenses (Part III)
$902,476,366

Program services were 88.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • ROBERT RITZ

    DIRECTOR; REGIONAL PRESIDENT & CEO

    Total calculated
    $2,471,013
    From this org
    $0
    From related orgs
    $2,416,873
    Other
    $54,140
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,322,575 related
    Bonus
    $0 + $725,980 related
    Other
    $0 + $368,318 related
    Deferred
    $0 + $20,425 related
    Nontaxable benefits
    $0 + $33,715 related
    Filer's total
    $0 + $2,471,013 related

  • MARY CORITA HEID RSM

    DIRECTOR AND CHAIR THROUGH 5/25

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • LINDA ROSS

    DIR; CHIEF LEGAL OFFICER TRINITY

    Total calculated
    $2,013,680
    From this org
    $0
    From related orgs
    $1,964,988
    Other
    $48,692
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $948,701 related
    Bonus
    $0 + $696,601 related
    Other
    $0 + $319,686 related
    Deferred
    $0 + $20,425 related
    Nontaxable benefits
    $0 + $28,267 related
    Filer's total
    $0 + $2,013,680 related

  • MAURITA SOUKUP RSM

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • TERRI DONOVAN PAID BY MGMT CO

    TREAS & INTERIM VP FINANCE MERCYONE

    Total calculated
    $0
    Hours/week
    1 + 49 related

  • HEATHER CAMPBELL

    SEC; CHIEF LEGAL OFFICER MERCYONE

    Total calculated
    $641,828
    From this org
    $0
    From related orgs
    $584,069
    Other
    $57,759
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $430,194 related
    Bonus
    $0 + $142,505 related
    Other
    $0 + $11,370 related
    Deferred
    $0 + $20,425 related
    Nontaxable benefits
    $0 + $37,334 related
    Filer's total
    $0 + $641,828 related

  • MICHELLE POSTEN

    COO E. IA REG AT 3/25; GENESIS ADMIN

    Total calculated
    $460,559
    From this org
    $0
    From related orgs
    $450,207
    Other
    $10,352
    Hours/week
    49 + 1 related

    Schedule J breakdown matched by us

    Base
    $0 + $265,489 related
    Bonus
    $0 + $182,595 related
    Other
    $0 + $2,123 related
    Deferred
    $0 + $5,857 related
    Nontaxable benefits
    $0 + $4,495 related
    Filer's total
    $0 + $460,559 related

  • PAUL MANTERNACH

    SVP PHYS INTEGRATION/CMO NORTH IOWA

    Total calculated
    $620,661
    From this org
    $0
    From related orgs
    $561,144
    Other
    $59,517
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $428,395 related
    Bonus
    $0 + $120,970 related
    Other
    $0 + $11,779 related
    Deferred
    $0 + $20,425 related
    Nontaxable benefits
    $0 + $39,092 related
    Filer's total
    $0 + $620,661 related

  • KAY TAKES

    PRES EASTERN IOWA REGION THR 12/24

    Total calculated
    $823,514
    From this org
    $0
    From related orgs
    $770,367
    Other
    $53,147
    Hours/week
    29 + 26 related

    Schedule J breakdown matched by us

    Base
    $0 + $452,296 related
    Bonus
    $0 + $223,470 related
    Other
    $0 + $94,601 related
    Deferred
    $0 + $20,425 related
    Nontaxable benefits
    $0 + $32,722 related
    Filer's total
    $0 + $823,514 related

  • THOMAS CLARK

    PRESIDENT WESTERN IOWA REGION

    Total calculated
    $1,003,150
    From this org
    $0
    From related orgs
    $848,031
    Other
    $155,119
    Hours/week
    50 + 5 related

    Schedule J breakdown matched by us

    Base
    $0 + $524,981 related
    Bonus
    $0 + $303,686 related
    Other
    $0 + $19,364 related
    Deferred
    $0 + $121,486 related
    Nontaxable benefits
    $0 + $33,633 related
    Filer's total
    $0 + $1,003,150 related

  • JESICA HANSON

    VP FINANCE MERCYONE SIOUXLAND

    Total calculated
    $483,971
    From this org
    $0
    From related orgs
    $434,258
    Other
    $49,713
    Hours/week
    45 + 5 related

    Schedule J breakdown matched by us

    Base
    $0 + $314,036 related
    Bonus
    $0 + $116,973 related
    Other
    $0 + $3,249 related
    Deferred
    $0 + $16,675 related
    Nontaxable benefits
    $0 + $33,038 related
    Filer's total
    $0 + $483,971 related

  • MARK TRAMMEL

    VP FINANCE MERCYONE N. IOWA THR 2/25

    Total calculated
    $389,126
    From this org
    $0
    From related orgs
    $351,734
    Other
    $37,392
    Hours/week
    47 + 3 related

    Schedule J breakdown matched by us

    Base
    $0 + $270,772 related
    Bonus
    $0 + $75,579 related
    Other
    $0 + $5,383 related
    Deferred
    $0 + $20,425 related
    Nontaxable benefits
    $0 + $16,967 related
    Filer's total
    $0 + $389,126 related

  • KEITH VOLLSTEDT MD

    CMO MERCYONE SIOUXLAND

    Total calculated
    $348,257
    From this org
    $0
    From related orgs
    $312,430
    Other
    $35,827
    Hours/week
    49 + 1 related

    Schedule J breakdown matched by us

    Base
    $0 + $215,954 related
    Bonus
    $0 + $90,311 related
    Other
    $0 + $6,165 related
    Deferred
    $0 + $16,646 related
    Nontaxable benefits
    $0 + $19,181 related
    Filer's total
    $0 + $348,257 related

  • CHAD BOORE

    COO MERCYONE NORTH IOWA THROUGH 3/25

    Total calculated
    $708,745
    From this org
    $0
    From related orgs
    $580,285
    Other
    $128,460
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $430,728 related
    Bonus
    $0 + $138,142 related
    Other
    $0 + $11,415 related
    Deferred
    $0 + $94,343 related
    Nontaxable benefits
    $0 + $34,117 related
    Filer's total
    $0 + $708,745 related

  • YEN LIU MD

    PHYSICIAN, DERMATOLOGY NORTH IOWA

    Total calculated
    $1,679,952
    From this org
    $1,627,523
    From related orgs
    $0
    Other
    $52,429
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $1,526,013
    Bonus
    $0
    Other
    $101,510
    Deferred
    $22,511
    Nontaxable benefits
    $29,918
    Filer's total
    $1,679,952

  • KEVIN ORCUTT MD

    PHYSICIAN, ONCOLOGY NORTH IOWA

    Total calculated
    $1,282,685
    From this org
    $1,224,247
    From related orgs
    $0
    Other
    $58,438
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $1,172,325
    Bonus
    $0
    Other
    $51,922
    Deferred
    $23,625
    Nontaxable benefits
    $34,813
    Filer's total
    $1,282,685

  • ALIREZA YARAHMADI MD

    PHYSICIAN, NEUROLOGY NORTH IOWA

    Total calculated
    $1,084,752
    From this org
    $1,044,239
    From related orgs
    $0
    Other
    $40,513
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $976,761
    Bonus
    $0
    Other
    $67,478
    Deferred
    $22,886
    Nontaxable benefits
    $17,627
    Filer's total
    $1,084,752

  • MIR SUBLA MD

    PHYSICIAN, CARDIOLOGIST SIOUX CITY

    Total calculated
    $980,857
    From this org
    $0
    From related orgs
    $954,784
    Other
    $26,073
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $947,108 related
    Bonus
    $0
    Other
    $0 + $7,676 related
    Deferred
    $0 + $20,425 related
    Nontaxable benefits
    $0 + $5,648 related
    Filer's total
    $0 + $980,857 related

  • DANIEL LAMPTEY MD

    PHYS, INFECTIOUS DISEASE SIOUX CITY

    Total calculated
    $928,223
    From this org
    $0
    From related orgs
    $894,960
    Other
    $33,263
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $892,444 related
    Bonus
    $0
    Other
    $0 + $2,516 related
    Deferred
    $0 + $20,425 related
    Nontaxable benefits
    $0 + $12,838 related
    Filer's total
    $0 + $928,223 related

  • MICHAEL WEGNER

    FORMER OFFICER

    Total calculated
    $1,653,467
    From this org
    $0
    From related orgs
    $1,198,272
    Other
    $455,195
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $16,232 related
    Bonus
    $0 + $202,370 related
    Other
    $0 + $979,670 related
    Deferred
    $0 + $452,451 related
    Nontaxable benefits
    $0 + $2,744 related
    Filer's total
    $0 + $1,653,467 related

  • JODIE ROETTGER

    FORMER OFFICER

    Total calculated
    $459,251
    From this org
    $0
    From related orgs
    $428,790
    Other
    $30,461
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $8,323 related
    Bonus
    $0 + $50,800 related
    Other
    $0 + $369,667 related
    Deferred
    $0 + $18,398 related
    Nontaxable benefits
    $0 + $12,063 related
    Filer's total
    $0 + $459,251 related

  • RODNEY SCHLADER

    FORMER KEY EMPLOYEE

    Total calculated
    $311,929
    From this org
    $0
    From related orgs
    $298,515
    Other
    $13,414
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $298,515 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $13,414 related
    Filer's total
    $0 + $311,929 related

  • DOUGLAS STRONG

    FORMER KEY EMP; CEO HOLY CROSS HLTH

    Total calculated
    $794,025
    From this org
    $0
    From related orgs
    $770,383
    Other
    $23,642
    Hours/week
    0 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $732,915 related
    Bonus
    $0
    Other
    $0 + $37,468 related
    Deferred
    $0 + $20,425 related
    Nontaxable benefits
    $0 + $3,217 related
    Filer's total
    $0 + $794,025 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

  • 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 3
MERCY HEALTH SERVICES - IOWA (MHS-IA) IS A SUBSIDIARY IN THE TRINITY HEALTH SYSTEM. MHS-IA HOSPITAL CEO'S ARE PAID DIRECTLY BY THE SYSTEM'S PARENT ENTITY, TRINITY HEALTH CORPORATION. TRINITY HEALTH CORPORATION USED THE FOLLOWING METHODS TO ESTABLISH THE COMPENSATION OF MHS-IA CEO'S: - COMPENSATION COMMITTEE - INDEPENDENT COMPENSATION CONSULTANT - FORM 990 OF OTHER ORGANIZATIONS - WRITTEN EMPLOYMENT CONTRACT - COMPENSATION SURVEY OR STUDY, AND - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE
PART I, LINES 4A-B
THE FOLLOWING INDIVIDUALS RECEIVED SEVERANCE PAYMENTS IN CALENDAR 2024. THESE AMOUNTS ARE INCLUDED IN COLUMN B(III) OF SCHEDULE J, PART II: JODIE ROETTGER - $357,966 RODNEY SCHLADER - $262,175 MICHAEL WEGNER - $827,852 COLUMN F OF SCHEDULE J, PART II INCLUDES THE PORTION OF THESE AMOUNTS THAT WERE REPORTED AS DEFERRED COMPENSATION IN PRIOR YEARS. IN ADDITION, COLUMN C OF SCHEDULE J, PART II INCLUDES THE FOLLOWING SEVERANCE AMOUNTS, WHICH WERE UNPAID AS OF 12/31/24: JODIE ROETTGER - $14,262 (PAID IN 2025) MICHAEL WEGNER - $441,521 (PAID IN 2025) THE FOLLOWING ARE PARTICIPANTS IN A TRINITY HEALTH SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) IN 2024. THE PLAN PROVIDES RETIREMENT BENEFITS TO CERTAIN TRINITY HEALTH EXECUTIVES SUBJECT TO MEETING SPECIFIED VESTING AND EMPLOYMENT DATE REQUIREMENTS. PARTICIPANTS' VESTED BENEFITS WERE PAID OUT IN 2024, AND THEIR NON-VESTED BENEFITS FOR 2024 WERE ACCRUED. THE FOLLOWING PAYOUTS FOR 2024 FOR THE PLAN ARE INCLUDED IN COLUMN B(III) OF SCHEDULE J, PART II: ROBERT RITZ - $324,571 LINDA ROSS - $245,175 RODNEY SCHLADER - $31,325 KAY TAKES - $78,245 MICHAEL WEGNER - $147,715 THE FOLLOWING ACCRUALS FOR 2024 ARE INCLUDED IN COLUMN C OF SCHEDULE J, PART II: CHAD BOORE - $73,918 THOMAS CLARK - $101,061 THE FOLLOWING ARE PARTICIPANTS IN A TRINITY HEALTH RESTORATION PLAN. THE RESTORATION PLAN PROVIDES RETIREMENT BENEFITS FOR CERTAIN TRINITY HEALTH SYSTEM OFFICE EXECUTIVES WITH EARNINGS ABOVE THE IRS PAY CAP FOR QUALIFIED PLANS ($345,000 FOR 2024). THE FOLLOWING PAYOUTS FOR 2024 FOR THIS PLAN ARE INCLUDED IN COLUMN B(III) OF SCHEDULE J, PART II: HEATHER CAMPBELL - $8,301 JESICA HANSON - $1,645 PAUL MANTERNACH - $5,605 JODIE ROETTGER - $4,801 DOUGLAS STRONG - $0 MARK TRAMMEL - $0 THE FOLLOWING ARE PARTICIPANTS IN A MHS-IA NON-QUALIFIED ELECTIVE DEFERRED COMPENSATION PLAN. THE FOLLOWING DEFERRALS FOR 2024 FOR THIS PLAN ARE INCLUDED IN COLUMN B(III) OF SCHEDULE J, PART II: YEN LIU, MD - $89,436 KEVIN ORCUTT, MD - $47,287 ALIREZA YARAHMADI, MD - $62,031

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

The 10 largest by cash amount. The API serves every itemized grant.

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.

  • MHN ACO LLC

    ACCOUNTABLE CARE ORGANIZATION · IA · income $0 · assets $0

    Directly controlled by MERCY HEALTH SERVICES-IOWA CORP

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
11 May 2026
IRS schema version
2024v5.5
Source object
202621319349303827

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

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