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Nonprofiteer
← ALLEN HEALTH SYSTEMS INC

Form 990 for tax year 2022

Filed by ALLEN HEALTH SYSTEMS INC.

Totals

Total revenue
$2,719,660
Total expenses
$2,719,660
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$0
Investment income
$2,719,660
Other revenue
$0
Total assets, end of year
$70,863,694
Total liabilities, end of year
$53,080,000
Net assets or fund balances, end of year
$17,783,694
Program services expenses (Part IX)
$2,719,660
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$2,719,660

Program services were 100.0% 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.

  • 3 · Investment income

    total $2,719,660 · excluded $2,719,660

Functional expenses

Part IX, the statement of functional expenses.

  • 20 · Interest

    total $2,719,660 · program services $2,719,660

Balance sheet

Part X, book values.

  • 7 · Other notes and loans receivable

    beginning of year $33,732,432 · end of year $31,292,432

  • 13 · Investments: program-related

    beginning of year $39,571,262 · end of year $39,571,262

  • 25 · Other liabilities

    beginning of year $55,520,000 · end of year $53,080,000

  • 27 · Net assets without donor restrictions

    beginning of year $17,783,694 · end of year $17,783,694

Mission and programs · 2022

Mission

TO IMPROVE THE HEALTH CARE OF THE PEOPLE AND COMMUNITIES WE SERVE.

  • AFFILIATE SUPPORT SERVICESALLEN HEALTH SYSTEM IS ORGANIZED TO SUPPORT THE MISSIONS OF SEVERAL RELATED CHARITABLE, TAX-EXEMPT ORGANIZATIONS INCLUDING ALLEN MEMORIAL HOSPITAL CORPORATION, MEMORIAL FOUNDATION OF ALLEN HOSPITAL, AND ALLEN COLLEGE. THE SUPPORT SERVICES PROVIDED TO THESE ORGANIZATIONS ARE TO CONSTRUCT, OWN, LEASE, MANAGE, OPERATE, PROVIDE AND MAINTAIN ANY FACILITIES, PROGRAMS, SERVICES (MANAGEMENT OR OTHERWISE) AND RELATED ACTIVITIES, IN FURTHERANCE OF HEALTH-CARE OR HEALTH EDUCATION. FACILITIES INCLUDE A HOSPITAL, CLINICS, EDUCATIONAL FACILITIES, AND OTHER ESTABLISHMENTS CREATED TO CARRY THROUGH HEALTH-CARE AND EDUCATIONAL PROGRAMS. THE PRIMARY PURPOSE OF THE CORPORATION IS TO ENGAGE IN AND CONDUCT CHARITABLE, EDUCATIONAL, RELIGIOUS AND SCIENTIFIC ACTIVITIES IN ACCORDANCE WITH PREVIOUSLY STATED PURPOSES.

    Expenses $2,719,660

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Stacey Bentley

    BOARD CHAIR

    Total calculated
    $1,172
    From this org
    $0
    From related orgs
    $1,172
    Other
    $0
    Hours/week
    1 + 1 related

  • Henry Bevel

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Bob Buckley

    BOARD MEMBER

    Total calculated
    $2,555
    From this org
    $0
    From related orgs
    $2,555
    Other
    $0
    Hours/week
    1 + 1 related

  • Michael Byl

    BOARD VICE CHAIR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Kyle Christiason MD

    BOARD SECRETARY

    Total calculated
    $379,015
    From this org
    $0
    From related orgs
    $336,916
    Other
    $42,099
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $335,812 related
    Bonus
    $0
    Other
    $0 + $1,104 related
    Deferred
    $0 + $15,250 related
    Nontaxable benefits
    $0 + $26,849 related
    Filer's total
    $0 + $379,015 related

  • Pamela Delagardelle

    BOARD MEMBER/PRESIDENT/CEO

    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

  • Joan Headington

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Lance Horbach

    BOARD TREASURER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Pradeep Ramesh MD

    BOARD MEMBER

    Total calculated
    $526,126
    From this org
    $0
    From related orgs
    $480,656
    Other
    $45,470
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $432,860 related
    Bonus
    $0 + $47,056 related
    Other
    $0 + $740 related
    Deferred
    $0 + $15,250 related
    Nontaxable benefits
    $0 + $30,220 related
    Filer's total
    $0 + $526,126 related

  • Kalyana Sundaram MD

    BOARD MEMBER

    Total calculated
    $9,250
    From this org
    $0
    From related orgs
    $9,250
    Other
    $0
    Hours/week
    1 + 1 related

  • Joseph Tripp-Rieks

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Mary Wertzberger

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Zachary French

    VP FINANCE

    Total calculated
    $207,372
    From this org
    $0
    From related orgs
    $192,459
    Other
    $14,913
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $182,277 related
    Bonus
    $0 + $1,977 related
    Other
    $0 + $8,205 related
    Deferred
    $0 + $5,791 related
    Nontaxable benefits
    $0 + $9,122 related
    Filer's total
    $0 + $207,372 related

  • Steven Palmersheim To 1221

    CFO UPC & ACO

    Total calculated
    $480,408
    From this org
    $0
    From related orgs
    $404,542
    Other
    $75,866
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $311,515 related
    Bonus
    $0 + $90,666 related
    Other
    $0 + $2,361 related
    Deferred
    $0 + $47,718 related
    Nontaxable benefits
    $0 + $28,148 related
    Filer's total
    $0 + $480,408 related

  • Dan Carpenter Vp Cso Cfo To 117

    SENIOR VP & CFO-UPH CORP (FR 02/17)

    Total calculated
    $999,529
    From this org
    $0
    From related orgs
    $836,068
    Other
    $163,461
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $619,854 related
    Bonus
    $0 + $198,606 related
    Other
    $0 + $17,608 related
    Deferred
    $0 + $140,839 related
    Nontaxable benefits
    $0 + $22,622 related
    Filer's total
    $0 + $999,529 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: DAN CARPENTER $ 125,589, PAMELA DELAGARDELLE $ 73,452, & STEVEN PALMERSHEIM $ 32,468.

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
202333189349302663

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