Skip to content
Nonprofiteer
← FINLEY TRI-STATES HEALTH GROUP INC

Form 990 for tax year 2024

Filed by FINLEY TRI-STATES HEALTH GROUP INC.

Totals

Total revenue
$0
Total expenses
$0
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$0
Investment income
$0
Other revenue
$0
Total assets, end of year
$14,037
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$14,037
Program services expenses (Part IX)
$0
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
not reported

Listed in Part VII

  • BILL ARNOLD

    BOARD MEMBER

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

  • KATHY BUHR

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • ROY BUOL TO 1124

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • MARK DICKSON TO 1124

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • SUSAN FARBER

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • SUE FREEMAN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • JENNIFER HAVENS

    BOARD MEMBER & MARKET PRES

    Total calculated
    $467,361
    From this org
    $0
    From related orgs
    $395,490
    Other
    $71,871
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $292,533 related
    Bonus
    $0 + $76,106 related
    Other
    $0 + $26,851 related
    Deferred
    $0 + $45,000 related
    Nontaxable benefits
    $0 + $26,871 related
    Filer's total
    $0 + $467,361 related

  • MIKE JANSEN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • NICOLE JEDLICKA DPM

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • JASON KNOCKEL

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • KEVIN LYNCH TO 624

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • KATHLEEN NACOS-BURDS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • RYAN PETERSON

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • KEISHA SAINCI TO 0324

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • CHARLIE SKEMP

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • LORI THIELEN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • NICK THOMPSON TO 1024

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • LAURA WITTHOEFT MD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • CAROL CROSS

    MARKET VP FINANCE

    Total calculated
    $344,043
    From this org
    $0
    From related orgs
    $304,725
    Other
    $39,318
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $225,871 related
    Bonus
    $0 + $72,779 related
    Other
    $0 + $6,075 related
    Deferred
    $0 + $15,169 related
    Nontaxable benefits
    $0 + $24,149 related
    Filer's total
    $0 + $344,043 related

  • CHAD WOLBERS TO 823

    FORMER BOARD MEMBER & PRES/CEO

    Total calculated
    $378,513
    From this org
    $0
    From related orgs
    $352,455
    Other
    $26,058
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $352,455 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $26,058 related
    Filer's total
    $0 + $378,513 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, LINES 4A-B
SEVERANCE PAYMENTS: THE FOLLOWING INDIVIDUAL(S) RECEIVED SEVERANCE PAYMENTS DURING THE YEAR THAT WERE INCLUDED IN THEIR TAXABLE INCOME: CHAD WOLBERS $352,455. NONQUALIFIED RETIREMENT PLAN CONTRIBUTIONS: THE FOLLOWING INDIVIDUAL(S) PARTICIPATED IN AND RECEIVED CONTRIBUTIONS IN A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN: JENNIFER HAVENS $ 29,840.
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

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.

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
202543179349306394

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.