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← UNITYPOINT HEALTH AT WORK

Form 990 for tax year 2022

Filed by UNITYPOINT HEALTH AT WORK.

Totals

Total revenue
$11,276,450
Total expenses
$10,374,900
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$11,143,959
Investment income
$132,491
Other revenue
$0
Total assets, end of year
$6,048,498
Total liabilities, end of year
$2,356,477
Net assets or fund balances, end of year
$3,692,021
Program services expenses (Part IX)
$9,075,673
Management and general expenses
$1,299,227
Fundraising expenses
$0
Program service expenses (Part III)
$9,075,673

Program services were 87.5% 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.

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

    total $11,061,803 · related or exempt $11,061,803

  • 2b · Program service revenue: NET PATIENT REVENUE

    total $82,156 · related or exempt $82,156

  • 3 · Investment income

    total $37,854 · excluded $37,854

  • 7a · Gross sales of assets other than inventory

    securities $368,475

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

    securities $273,838

  • 7c · Gain or loss

    securities $94,637

  • 7d · Net gain or loss

    total $94,637 · excluded $94,637

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $7,902,758 · program services $6,974,873 · management and general $927,885

  • 8 · Pension plan contributions

    total $275,468 · program services $243,125 · management and general $32,343

  • 9 · Other employee benefits

    total $837,699 · program services $739,343 · management and general $98,356

  • 10 · Payroll taxes

    total $503,230 · program services $444,144 · management and general $59,086

  • 11a · Fees: management

    total $208,553 · program services $208,553

  • 11b · Fees: legal

    total $1,333 · management and general $1,333

  • 11f · Fees: investment management

    total $26,676 · management and general $26,676

  • 11g · Fees: other

    total $305,184 · program services $289,050 · management and general $16,134

  • 12 · Advertising and promotion

    total $8,262 · management and general $8,262

  • 13 · Office expenses

    total $19,866 · program services $10,788 · management and general $9,078

  • 16 · Occupancy

    total $52,214 · program services $51,142 · management and general $1,072

  • 17 · Travel

    total $87,341 · program services $19,893 · management and general $67,448

  • 19 · Conferences, conventions and meetings

    total $26,106 · program services $8,143 · management and general $17,963

  • 23 · Insurance

    total $109 · program services $109

  • 24a · Other expenses: MEDICAL SUPPLIES

    total $81,702 · program services $81,663 · management and general $39

  • 24b · Other expenses: BAD DEBT EXPENSE

    total $31,315 · management and general $31,315

  • 24c · Other expenses: MISCELLANEOUS EXPENSE

    total $7,084 · program services $4,847 · management and general $2,237

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year -$129,582 · end of year $439,571

  • 2 · Savings and temporary cash investments

    beginning of year -$60,320 · end of year $334,182

  • 4 · Accounts receivable

    beginning of year $4,213 · end of year $53,904

  • 7 · Other notes and loans receivable

    beginning of year $2,760,000 · end of year $2,751,447

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

    $3,257

  • 10c · Land, buildings and equipment, net

    beginning of year $3,216 · end of year $3,257

  • 11 · Investments: publicly traded securities

    beginning of year $2,289,740 · end of year $2,466,137

  • 17 · Accounts payable and accrued expenses

    beginning of year $459,545 · end of year $838,508

  • 25 · Other liabilities

    beginning of year $1,305,610 · end of year $1,517,969

  • 27 · Net assets without donor restrictions

    beginning of year $3,102,112 · end of year $3,692,021

Mission and programs · 2022

Mission

UNITYPOINT HEALTH AT WORK PROVIDES ONSITE HEALTH AND WELLNESS SERVICES DESIGNED FOR IMPROVED PATIENT EXPERIENCE, REDUCED HEALTHCARE COST AND IMPROVED POPULATION HEALTH.

Activities or mission (Part I)

UNITYPOINT HEALTH AT WORK PROVIDES ONSITE HEALTH AND WELLNESS SERVICES.

  • UNITYPOINT HEALTH AT WORK ("UPAW"), A NON-PROFIT CORPORATION, IS A SINGLE OPERATING UNIT FOR ALL ONSITE AND HOSPITAL BASED OCCUPATIONAL HEALTH CLINICS. THIS NEW ENTITY WILL SERVE TO BUILD STANDARDIZATION AND CONNECTION OF ALL OCCUPATIONAL HEALTH SERVICE LINES ACROSS UNITYPOINT HEALTH AFFILIATES WHICH WILL CREATE BRAND AWARENESS AS WELL AS CONTINUITY OF CARE. UPAW WILL HOUSE ALL ACTIVITY THAT PRIOR TO NOW OCCURRED IN VARIOUS PARTS OF THE UNITYPOINT SYSTEM; INCLUDING THE ACTIVITIES THAT WERE AT UNITYPOINT HEALTH AT WORK, LLC AS WELL AS THE HOSPITAL BASED ACTIVITIES. THIS WILL ALLOW FOR MORE EFFECTIVELY PROVIDING PATIENT SERVICE AND MORE EFFICIENT OVERSIGHT. IN ADDITION, UPAW PLANS TO EXTEND PRIMARY CARE SERVICES ONSITE FOR EMPLOYEES TO IMPROVE ACCESS AND PROVIDE A CONVENIENT MEANS OF CARE.

    Expenses $9,075,673 · Revenue $11,143,959

As filed on the 2022 return.

Listed in Part VII

  • Daniel Allen MD

    BOARD MEMBER

    Total calculated
    $614,025
    From this org
    $0
    From related orgs
    $580,174
    Other
    $33,851
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $419,936 related
    Bonus
    $0 + $134,438 related
    Other
    $0 + $25,800 related
    Deferred
    $0 + $15,250 related
    Nontaxable benefits
    $0 + $18,601 related
    Filer's total
    $0 + $614,025 related

  • Matt Behrens

    BOARD MEMBER

    Total calculated
    $319,261
    From this org
    $0
    From related orgs
    $294,692
    Other
    $24,569
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $223,028 related
    Bonus
    $0 + $71,526 related
    Other
    $0 + $138 related
    Deferred
    $0 + $14,942 related
    Nontaxable benefits
    $0 + $9,627 related
    Filer's total
    $0 + $319,261 related

  • Pamela Delagardelle

    BOARD MEMBER

    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

  • Mark Johnson

    BOARD VICE CHAIR

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

    Schedule J breakdown matched by us

    Base
    $0 + $356,610 related
    Bonus
    $0 + $96,587 related
    Other
    $0 + $1,001,156 related
    Deferred
    $0 + $66,736 related
    Nontaxable benefits
    $0 + $25,872 related
    Filer's total
    $0 + $1,546,961 related

  • Brian Jones

    BOARD MEMBER (TO 08/22)

    Total calculated
    $411,495
    From this org
    $0
    From related orgs
    $375,337
    Other
    $36,158
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $260,436 related
    Bonus
    $0 + $108,723 related
    Other
    $0 + $6,178 related
    Deferred
    $0 + $15,250 related
    Nontaxable benefits
    $0 + $20,908 related
    Filer's total
    $0 + $411,495 related

  • Matthew Romanin

    BOARD CHAIR/CEO

    Total calculated
    $610,674
    From this org
    $0
    From related orgs
    $525,235
    Other
    $85,439
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $395,789 related
    Bonus
    $0 + $123,219 related
    Other
    $0 + $6,227 related
    Deferred
    $0 + $62,417 related
    Nontaxable benefits
    $0 + $23,022 related
    Filer's total
    $0 + $610,674 related

  • Steven Rippentrop MD Medical Direct

    OCCUPATIONAL MEDICINE

    Total calculated
    $479,626
    From this org
    $0
    From related orgs
    $463,594
    Other
    $16,032
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $0 + $401,837 related
    Bonus
    $0 + $48,501 related
    Other
    $0 + $13,256 related
    Deferred
    $0 + $15,250 related
    Nontaxable benefits
    $0 + $782 related
    Filer's total
    $0 + $479,626 related

  • Sarah Sullivan

    EXECUTIVE DIRECTOR

    Total calculated
    $353,526
    From this org
    $0
    From related orgs
    $331,363
    Other
    $22,163
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $0 + $288,061 related
    Bonus
    $0 + $43,093 related
    Other
    $0 + $209 related
    Deferred
    $0 + $16,805 related
    Nontaxable benefits
    $0 + $5,358 related
    Filer's total
    $0 + $353,526 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 $73,452; MARK JOHNSON $51,486; MATTHEW ROMANIN $47,167. NONQUALIFIED RETIREMENT PLAN DISTRIBUTIONS: THE FOLLOWING INDIVIDUAL(S) PARTICIPATED IN AND RECEIVED PAYMENTS FROM A SUPPLEMENTAL NON-QUALIFIED PLAN: MARK JOHNSON $993,522. 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

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.

  • 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

    GROUP PURCHASING · IA · general or managing partner

  • 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

  • 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

  • MEDIMORE INC

    C · MANAGED CARE · IA

  • 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
8 November 2023
IRS schema version
2022v5.0
Source object
202313189349307311

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