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Nonprofiteer
← HOSPICE OF NORTH IOWA

Form 990 for tax year 2024

Filed by HOSPICE OF NORTH IOWA.

Totals

Total revenue
$5,095,613
Total expenses
$3,140,633
Contributions and grants received
$19,018
Grants paid
$0
Program service revenue
$1,613,031
Investment income
$3,443,116
Other revenue
$20,448
Total assets, end of year
$27,093,897
Total liabilities, end of year
$1,612,394
Net assets or fund balances, end of year
$25,481,503
Program services expenses (Part IX)
$2,369,695
Management and general expenses
$767,589
Fundraising expenses
$3,349
Program service expenses (Part III)
$2,369,695

Program services were 75.5% 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.

  • 1f · All other contributions, gifts and grants

    $19,018

  • 1g · Noncash contributions included above

    $705

  • 2a · Program service revenue: NET PATIENT SVC REV

    total $1,613,031 · related or exempt $1,613,031

  • 3 · Investment income

    total $669,896 · excluded $669,896

  • 7a · Gross sales of assets other than inventory

    securities $2,773,220

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

    securities $0

  • 7c · Gain or loss

    securities $2,773,220

  • 7d · Net gain or loss

    total $2,773,220 · excluded $2,773,220

  • 8a · Fundraising events: gross income

    $25,204

  • 8b · Fundraising events: direct expenses

    $4,756

  • 8c · Net income from fundraising events

    total $20,448 · excluded $20,448

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $152,798 · management and general $149,742 · fundraising $3,056

  • 6 · Compensation of disqualified persons

    total $179,759 · management and general $179,759

  • 7 · Other salaries and wages

    total $1,254,419 · program services $1,073,154 · management and general $181,265

  • 9 · Other employee benefits

    total $296,676 · program services $253,806 · management and general $42,870

  • 10 · Payroll taxes

    total $89,861 · program services $76,876 · management and general $12,985

  • 11f · Fees: investment management

    total $103,205 · management and general $103,205

  • 11g · Fees: other

    total $188,712 · program services $156,547 · management and general $32,165

  • 12 · Advertising and promotion

    total $893 · program services $764 · management and general $129

  • 13 · Office expenses

    total $29,275 · program services $25,045 · management and general $3,937 · fundraising $293

  • 14 · Information technology

    total $9,824 · program services $8,404 · management and general $1,420

  • 16 · Occupancy

    total $38,159 · program services $32,645 · management and general $5,514

  • 17 · Travel

    total $55,730 · program services $47,677 · management and general $8,053

  • 19 · Conferences, conventions and meetings

    total $2,325 · program services $1,989 · management and general $336

  • 22 · Depreciation, depletion and amortization

    total $43,105 · program services $36,876 · management and general $6,229

  • 23 · Insurance

    total $25,192 · program services $21,552 · management and general $3,640

  • 24a · Other expenses: BAD DEBT EXPENSE

    total $301,534 · program services $301,534

  • 24b · Other expenses: INTERCO. PURCHASED SVCS

    total $231,592 · program services $198,127 · management and general $33,465

  • 24c · Other expenses: MEDICAL SUPPLIES

    total $117,675 · program services $117,675

  • 24d · Other expenses: SUBSCRIPTIONS AND DUES

    total $3,317 · program services $2,838 · management and general $479

  • 24e · All other expenses

    total $16,582 · program services $14,186 · management and general $2,396

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $111,294 · end of year $26,809

  • 4 · Accounts receivable

    beginning of year $513,904 · end of year $465,108

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

    $2,694,785

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

    $2,199,602

  • 10c · Land, buildings and equipment, net

    beginning of year $538,286 · end of year $495,183

  • 11 · Investments: publicly traded securities

    beginning of year $20,156,639 · end of year $21,509,319

  • 12 · Investments: other securities

    beginning of year $3,871,248 · end of year $3,927,417

  • 15 · Other assets

    beginning of year $37,519 · end of year $670,061

  • 17 · Accounts payable and accrued expenses

    beginning of year $138,037 · end of year $103,920

  • 25 · Other liabilities

    beginning of year $491,724 · end of year $1,508,474

  • 27 · Net assets without donor restrictions

    beginning of year $24,429,811 · end of year $25,313,898

  • 28 · Net assets with donor restrictions

    beginning of year $169,318 · end of year $167,605

Mission and programs · 2024

Mission

WE, MERCY HEALTH SERVICES - IOWA AND TRINITY HEALTH, SERVE TOGETHER IN THE SPIRIT OF THE GOSPEL AS A COMPASSIONATE AND TRANSFORMING HEALING PRESENCE WITHIN OUR COMMUNITIES. HOSPICE OF NORTH IOWA IS A MEMBER OF MERCY HEALTH SERVICES - IOWA AND TRINITY HEALTH.

Activities or mission (Part I)

TO PROVIDE HOSPICE SERVICES

  • HOSPICE OF NORTH IOWA WAS FOUNDED IN 1981 AND WAS ONE OF THE FIRST HOSPICES IN IOWA. HOSPICE CARE MAY BE PROVIDED IN THE HOME, NURSING HOME, HOSPITAL, ASSISTED LIVING UNIT, RESIDENTIAL FACILITIES, OR IN HOSPITALS IN THE 10-COUNTY SERVICE AREA.WORKING CLOSELY WITH A PATIENT'S PERSONAL PHYSICIAN, OUR EXPERIENCED STAFF PROVIDES THE MOST COMPREHENSIVE HOSPICE CARE AVAILABLE. HOSPICE OF NORTH IOWA'S CARE TEAM INCLUDES: MEDICAL DIRECTORS, NURSES, CERTIFIED HOSPICE AIDES, SOCIAL WORKERS, SPIRITUAL CARE COORDINATORS AND TRAINED VOLUNTEERS.PLEASE VISIT OUR WEBSITE FOR ADDITIONAL INFORMATION:WWW.MERCYONEHOMECAREHOSPICE.ORG/HOSPICE-CARE

    Expenses $2,369,695 · Revenue $1,613,031

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

Listed in Part VII

  • Britta Lee

    DIRECTOR; CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Lisa Heimer

    DIRECTOR; SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Jennifer Castle

    DIRECTOR; MERCYONE NORTH IOWA ARNP

    Total calculated
    $287,857
    From this org
    $0
    From related orgs
    $236,109
    Other
    $51,748
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $235,958 related
    Bonus
    $0
    Other
    $0 + $151 related
    Deferred
    $0 + $15,243 related
    Nontaxable benefits
    $0 + $36,505 related
    Filer's total
    $0 + $287,857 related

  • Kimberly Chamberlin

    DIR; MERCY NI CHIEF NURSING OFFICER

    Total calculated
    $396,941
    From this org
    $0
    From related orgs
    $359,610
    Other
    $37,331
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $273,420 related
    Bonus
    $0 + $76,277 related
    Other
    $0 + $9,913 related
    Deferred
    $0 + $20,425 related
    Nontaxable benefits
    $0 + $16,906 related
    Filer's total
    $0 + $396,941 related

  • Joshua Congello

    DIRECTOR AS OF 9/24

    Total calculated
    $0
    Hours/week
    1

  • Philip Garland

    DIRECTOR THROUGH 12/24

    Total calculated
    $0
    Hours/week
    1

  • Timothy Knutson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Amanda Ragan

    DIRECTOR AS OF 9/24

    Total calculated
    $0
    Hours/week
    1

  • Mahad Rayale MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Catherine Rottinghaus

    DIRECTOR THROUGH 12/24

    Total calculated
    $0
    Hours/week
    1

  • Willemina Skellenger

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Connie Bleile

    DIRECTOR/EXECUTIVE DIR THROUGH 5/25

    Total calculated
    $152,798
    From this org
    $0
    From related orgs
    $115,410
    Other
    $37,388
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $104,689 related
    Bonus
    $0
    Other
    $0 + $10,721 related
    Deferred
    $0 + $7,970 related
    Nontaxable benefits
    $0 + $29,418 related
    Filer's total
    $0 + $152,798 related

  • Mark Trammel

    MERCYONE N. IOWA VP FINANCE THR 2/25

    Total calculated
    $389,126
    From this org
    $0
    From related orgs
    $351,734
    Other
    $37,392
    Hours/week
    1 + 49 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

  • Amir Sajadian MD

    PHYSICIAN

    Total calculated
    $428,030
    From this org
    $0
    From related orgs
    $386,624
    Other
    $41,406
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $385,103 related
    Bonus
    $0
    Other
    $0 + $1,521 related
    Deferred
    $0 + $20,425 related
    Nontaxable benefits
    $0 + $20,981 related
    Filer's total
    $0 + $428,030 related

  • Michelle Kingland

    REGISTERED NURSE

    Total calculated
    $117,034
    From this org
    $0
    From related orgs
    $101,628
    Other
    $15,406
    Hours/week
    40

  • Suzan Brunes

    FORMER OFFICER; MERCY NI MGR ACRED

    Total calculated
    $179,759
    From this org
    $0
    From related orgs
    $138,031
    Other
    $41,728
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $137,271 related
    Bonus
    $0
    Other
    $0 + $760 related
    Deferred
    $0 + $9,758 related
    Nontaxable benefits
    $0 + $31,970 related
    Filer's total
    $0 + $179,759 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

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 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 4
THE FOLLOWING IS A PARTICIPANT 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). MARK TRAMMEL THERE WAS NO PAYOUT FOR 2024 FOR THIS PARTICIPANT.

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.

  • ADVENT REHABILITATION LLC

    REHABILITATION THERAPY SERVICES · MI · general or managing partner

  • BH VENTURE ONE LP

    REAL ESTATE · PA · general or managing partner

  • BIG RUN MEDICAL OFFICE BUILDING LIMITED PARTNERSHIP

    MEDICAL OFFICE BUILDING RENTAL · OH · general or managing partner

  • CENTER FOR DIGESTIVE CARE LLC

    PROVIDE GASTROINTESTINAL SERVICES · MI

  • CONVENIENT CARE LLC

    URGENT CARE CENTER · LA · general or managing partner

  • DIAGNOSTIC IMAGING OF SOUTHBURY LLC

    IMAGING CENTER · CT · general or managing partner

  • EVERETT ROAD ASC LLC

    MEDICAL SERVICES · NY · general or managing partner

  • FOREST PARK IMAGING LLC

    X-RAY AND MAMMOGRAPHY SERVICES · IA · general or managing partner

  • GENGASTRO LLC

    AMBULATORY SURGERY CENTER · IA

  • GENRAD IMAGING ILLINOIS LLC

    DIAGNOSTIC IMAGING CENTER · IL · general or managing partner

  • GENRAD IMAGING LLC

    DIAGNOSTIC IMAGING CENTER · IA · general or managing partner

  • HAWARDEN REGIONAL HEALTH CLINICS LLC

    MEDICAL CLINIC · IA · general or managing partner

  • HEALTHRISE BUSINESS INTELLIGENCE LLC

    REVENUE CYCLE MANAGEMENT · DE

  • HURON GASTRO ENDOSCOPY CENTER LLC

    MEDICAL SERVICES · MI

  • INTERMOUNTAIN MEDICAL IMAGING LLC

    IMAGING CENTER · ID · general or managing partner

  • LANGHORNE MOB PARTNERS LP

    MEDICAL OFFICE BUILDING RENTAL · PA · general or managing partner

  • LCMC URGENT CARE LLC

    URGENT CARE CENTER · DE · general or managing partner

  • LOYOLA AMBULATORY SURGERY CENTER AT OAKBROOK LP

    SURGICAL SERVICES · IL · general or managing partner

  • MAGNETIC RESONANCE SERVICES PARTNERSHIP

    MRI SERVICES · IA · general or managing partner

  • MASON CITY AMBULATORY SURGERY CENTER LLC

    SURGERY-SAME DAY · IA · general or managing partner

  • MCE MOB IV LIMITED PARTNERSHIP

    MEDICAL OFFICE BUILDING RENTAL · OH · general or managing partner

  • MERCY HEART CTR OP SERVICES LLC

    CARDIOVASCULAR SERVICES · IA

  • MERCY REHABILITATION HOSPITAL LLC

    HEALTH CARE SERVICES · IA

  • MERCYMANOR PARTNERSHIP

    NURSING HOME · PA · general or managing partner

  • MERCYUSP HEALTH VENTURES LLC

    OUTPATIENT SURGERY · IA

  • MERCYONE - HFH HOME MEDICAL SHOP LLC

    MEDICAL EQUIPMENT SALES · IA

  • MERCYONE - KRHC HOME MEDICAL SHOP LLC

    MEDICAL EQUIPMENT SALES · IA

  • NAUGATUCK VALLEY MRI LLC

    IMAGING CENTER · CT

  • NAZARETH MEDICAL OFFICE BUILDING ASSOCIATES LP

    MEDICAL OFFICE BUILDING · PA · general or managing partner

  • NUCO HEALTH LLC

    REVENUE CYCLE MANAGEMENT · DE

  • PHYSICIANS OUTPATIENT SURGERY CENTER LLC

    AMBULATORY SURGERY CENTER · FL · general or managing partner

  • PREMIER HEALTH HOLDINGS LLC

    URGENT CARE CENTERS · DE

  • PRIMARY CARE PHYSICIAN CENTER LLC

    OFFICE BUILDING RENTAL · IL · general or managing partner

  • RAPIDES AFTER HOURS CLINIC LLC

    URGENT CARE CENTER · LA · general or managing partner

  • SAINT AGNESDIGNITYUSP SURGERY CENTERS LLC

    OUTPATIENT SURGERY · CA

  • SAINT ALPHONSUS CALDWELL CANCER CENTER LLC

    HEALTH CARE SERVICES · ID · general or managing partner

  • SIXTY FOURTH STREET LLC

    PROVIDE OUTPATIENT SURGICAL CARE · MI

  • SJLS LLC

    HEALTH CARE SERVICES · NY

  • SMMC MOB II LP

    INVESTMENT AND OPERATION OF A MEDICAL BUILDING · PA

  • ST ANN'S MEDICAL OFFICE BLDG II LIMITED PARTNERSHIP

    MEDICAL OFFICE BUILDING RENTAL · OH · general or managing partner

  • ST JOSEPH'S IMAGING ASSOCIATES PLLC

    HEALTH CARE SERVICES · NY · general or managing partner

  • ST MARY REHABILITATION HOSPITAL LLP

    HEALTH CARE SERVICES · DE

  • ST PETER'S AMBULATORY SURGERY CENTER LLC

    OUTPATIENT SURGERY · NY · general or managing partner

  • TEN MILE SURGERY CENTER LLC

    OUTPATIENT SURGERY · ID

  • THE AMBULATORY SURGERY CENTER AT ST MARY LLC

    OUTPATIENT SURGERY · PA · general or managing partner

  • THPH URGENT CARE LLC

    URGENT CARE CENTERS · DE

  • WEST LAKES SURGERY CENTER LLC

    OUTPATIENT SURGERY · IA

  • WOODLAND PARTNERS REAL ESTATE LLC

    REAL ESTATE · CT

Related corporations and trusts

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

  • BH VENTURE MGMT LLC

    C · ASSET MANAGEMENT COMPANY · PA · controlled entity

  • CENTRAL VALLEY HEALTH PLAN INC

    C · HEALTH INSURANCE · CA · controlled entity

  • DES MOINES MEDICAL CENTER INC

    C · REAL ESTATE · IA · controlled entity

  • FHS SERVICES INC

    C · MEDICAL SERVICES · NY · controlled entity

  • FRANCISCAN ASSOCIATES INC

    C · MEDICAL SERVICES · NY · controlled entity

  • FRANCISCAN HEALTH SUPPORT INC

    C · MEDICAL SERVICES · NY · controlled entity

  • FRANCISCAN MANAGEMENT SERVICES INC

    C · MANAGEMENT SERVICES · NY · controlled entity

  • GENESIS HEART INSTITUTE OWNER'S ASSOCIATION INC

    C · PROPERTY MANAGEMENT · IA · controlled entity

  • GENVENTURES INC

    C · HOSPITAL SERVICES · IA · controlled entity

  • HACKLEY HEALTH VENTURES INC

    C · OTHER MEDICAL SERVICES · MI · controlled entity

  • HACKLEY PROFESSIONAL PHARMACY INC

    C · PHARMACY · MI · controlled entity

  • HEALTH CARE MANAGEMENT ADMINISTRATORS INC

    C · HEALTH CARE MANAGEMENT · NY · controlled entity

  • HURON ARBOR CORPORATION

    C · OFFICE RENTAL · MI · controlled entity

  • IHA AFFILIATION CORPORATION

    C · MEDICAL MANAGEMENT · MI · controlled entity

  • LANGHORNE SERVICES II INC

    C · GENERAL PARTNER OF LMOB PARTNERS, II · PA · controlled entity

  • LANGHORNE SERVICES INC

    C · GENERAL PARTNER OF LMOB PARTNERS · PA · controlled entity

  • MACNEAL HEALTH PROVIDERS INC

    C · MEDICAL SERVICES · IL · controlled entity

  • MARYLAND CARE GROUP INC

    C · HEALTH CARE HOLDING · MD · controlled entity

  • MAXIS HEALTH TRENTON INC

    C · PROPERTY HOLDINGS · NJ · controlled entity

  • MEDNOW INC

    C · MEDICAL SERVICES · ID · controlled entity

  • MERCY EASTWICK INC

    C · MEDICAL OFFICE BUILDINGS · PA · controlled entity

  • MERCY INPATIENT MEDICAL ASSOCIATES INC

    C · MEDICAL SERVICES · MA · controlled entity

  • MERCY MEDICAL SERVICES

    C · PRIMARY CARE PHYSICIANS · IA · controlled entity

  • MOB 1 OWNERS' ASSOCIATION

    C · PROPERTY MANAGEMENT · IA · controlled entity

  • MOUNT CARMEL HEALTHPROVIDERS INC

    C · MEDICAL SERVICES · OH · controlled entity

  • NURSING NETWORK INC

    C · MEDICAL SERVICES · FL · controlled entity

  • SAINT ALPHONSUS HEALTH ALLIANCE INC

    C · ACCOUNTABLE CARE ORGANIZATION · ID · controlled entity

  • SAINT FRANCIS CARE MEDICAL GROUP PC

    C · MEDICAL SERVICES · CT · controlled entity

  • SAINT JOSEPH'S MCAULEY PARK I LLC

    C · PROPERTY MANAGEMENT · GA · controlled entity

  • SAMARITAN MEDICAL OFFICE BUILDING INC

    C · REAL ESTATE · NY · controlled entity

  • SCOVILL STREET MEDICAL BUILDING ASSOCIATION INC

    C · PROPERTY MANAGEMENT · CT · controlled entity

  • SJM PROPERTIES INC

    C · PROPERTY HOLDINGS · NY · controlled entity

  • SJPE PRACTICE MANAGEMENT SERVICES INC

    C · MANAGEMENT SERVICES · NY · controlled entity

  • SJRMC HOLDINGS INC

    C · PROPERTY HOLDINGS · IN · controlled entity

  • ST ELIZABETH HEALTH SUPPORT SERVICES INC

    C · MEDICAL SERVICES · NY · controlled entity

  • SYNANON INC

    C · URGENT CARE · MI · controlled entity

  • SYSTEM COORDINATED SERVICES INC

    C · LAB SERVICES · MA · controlled entity

  • THRE SERVICES LLC

    C · REAL ESTATE BROKERAGE SERVICES · MI · controlled entity

  • TRINITY ASSURANCE LTD

    C · SELF-INSURANCE · CJ · controlled entity

  • TRINITY HEALTH ACO INC

    C · ACCOUNTABLE CARE ORGANIZATION · DE · controlled entity

  • TRINITY HEALTH EMPLOYEE BENEFIT TRUST

    T · GRANTOR TRUST · MI · controlled entity

  • TRINITY SENIOR SERVICES MANAGEMENT INC

    C · SENIOR SERVICES · PA · controlled entity

Provenance

Return type
form_990
Tax year
2024
Filed
11 May 2026
IRS schema version
2024v5.5
Source object
202601319349303500

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