Form 990 for tax year 2023
Filed by ALLEN MEMORIAL HOSPITAL CORPORATION.
Totals
- Total revenue
- $371,747,996
- Total expenses
- $381,282,577
- Contributions and grants received
- $4,061,357
- Grants paid
- $41,054,817
- Program services expenses (Part IX)
- $360,274,225
- Management and general expenses
- $21,008,352
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $360,274,225
Program services were 94.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
STACEY BENTLEY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
HENRY BEVEL
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
MICHAEL BYL
BOARD VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
KYLE CHRISTIASON MD
BOARD CHAIR
- Total calculated
- $427,928
- From this org
- $0
- From related orgs
- $384,803
- Other
- $43,125
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $383,674 related
- Bonus
- $0
- Other
- $0 + $1,129 related
- Deferred
- $0 + $16,500 related
- Nontaxable benefits
- $0 + $26,625 related
- Filer's total
- $0 + $427,928 related
-
PAMELA DELAGARDELLE TO 823
BOARD MEMBER/PRESIDENT/CEO
- Total calculated
- $1,082,998
- From this org
- $502,003
- From related orgs
- $478,658
- Other
- $102,337
- Hours/week
- 40 + 1 related
Schedule J breakdown matched by us
- Base
- $305,553 + $240,165 related
- Bonus
- $168,135 + $221,371 related
- Other
- $28,315 + $17,122 related
- Deferred
- $86,308
- Nontaxable benefits
- $10,441 + $5,588 related
- Filer's total
- $598,752 + $484,246 related
-
JENNIFER FRIEDLY-VP COO TO 823
BOARD MEMBER/MARKET PRES (FR 8/23)
- Total calculated
- $483,184
- From this org
- $407,057
- From related orgs
- $0
- Other
- $76,127
- Hours/week
- 40 + 1 related
Schedule J breakdown matched by us
- Base
- $338,461
- Bonus
- $63,874
- Other
- $4,722
- Deferred
- $57,045
- Nontaxable benefits
- $19,082
- Filer's total
- $483,184
-
JOAN HEADINGTON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
CAROL HIBBS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
LANCE HORBACH
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
PRADEEP RAMESH MD
BOARD MEMBER
- Total calculated
- $620,332
- From this org
- $0
- From related orgs
- $568,543
- Other
- $51,789
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $531,148 related
- Bonus
- $0 + $36,767 related
- Other
- $0 + $628 related
- Deferred
- $0 + $16,500 related
- Nontaxable benefits
- $0 + $35,289 related
- Filer's total
- $0 + $620,332 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
- $243,151
- From this org
- $226,659
- From related orgs
- $0
- Other
- $16,492
- Hours/week
- 40 + 1 related
Schedule J breakdown matched by us
- Base
- $188,068
- Bonus
- $36,818
- Other
- $1,773
- Deferred
- $6,805
- Nontaxable benefits
- $9,687
- Filer's total
- $243,151
-
RUSSELL ADAMS
CHIEF MEDICAL OFFICER
- Total calculated
- $526,675
- From this org
- $34,493
- From related orgs
- $453,160
- Other
- $39,022
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $33,486 + $371,713 related
- Bonus
- $0 + $56,266 related
- Other
- $1,007 + $25,181 related
- Deferred
- $0 + $16,500 related
- Nontaxable benefits
- $1,868 + $20,654 related
- Filer's total
- $36,361 + $490,314 related
-
SARAH BROWN TO 723
CHIEF NURSING OFFICER
- Total calculated
- $504,908
- From this org
- $204,647
- From related orgs
- $253,733
- Other
- $46,528
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $141,671 + $146,759 related
- Bonus
- $46,536 + $50,000 related
- Other
- $16,440 + $56,974 related
- Deferred
- $4,785 + $19,631 related
- Nontaxable benefits
- $13,576 + $8,536 related
- Filer's total
- $223,008 + $281,900 related
-
JODEE KNOX FR 723
INTERIM CHIEF NURSING OFFICER
- Total calculated
- $235,529
- From this org
- $224,300
- From related orgs
- $0
- Other
- $11,229
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $179,755
- Bonus
- $15,277
- Other
- $29,268
- Deferred
- $10,982
- Nontaxable benefits
- $247
- Filer's total
- $235,529
-
RAJEEV ANUGU MD
PHYSICIAN- RADIOLOGY
- Total calculated
- $1,204,814
- From this org
- $1,156,408
- From related orgs
- $0
- Other
- $48,406
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $1,124,585
- Bonus
- $27,500
- Other
- $4,323
- Deferred
- $16,500
- Nontaxable benefits
- $31,906
- Filer's total
- $1,204,814
-
PAUL MCCAUGHEY DO
EMERGENCY MEDICINE
- Total calculated
- $847,155
- From this org
- $795,699
- From related orgs
- $0
- Other
- $51,456
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $787,603
- Bonus
- $2,000
- Other
- $6,096
- Deferred
- $16,500
- Nontaxable benefits
- $34,956
- Filer's total
- $847,155
-
NISHAD NADKARNI MD
PHYSICIAN- RADIOLOGY
- Total calculated
- $946,335
- From this org
- $919,093
- From related orgs
- $0
- Other
- $27,242
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $891,161
- Bonus
- $27,500
- Other
- $432
- Deferred
- $16,500
- Nontaxable benefits
- $10,742
- Filer's total
- $946,335
-
MARK NEWTON MD
PHYSICIAN- UROLOGY
- Total calculated
- $836,424
- From this org
- $793,733
- From related orgs
- $0
- Other
- $42,691
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $757,915
- Bonus
- $34,838
- Other
- $980
- Deferred
- $16,500
- Nontaxable benefits
- $26,191
- Filer's total
- $836,424
-
ROBERTO SALAS FRAGOMENI MD
PHYSICIAN- RADIOLOGY
- Total calculated
- $1,160,734
- From this org
- $1,119,108
- From related orgs
- $0
- Other
- $41,626
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $1,115,526
- Bonus
- $0
- Other
- $3,582
- Deferred
- $15,435
- Nontaxable benefits
- $26,191
- Filer's total
- $1,160,734
-
STEVEN PALMERSHEIM TO 1221
FORMER VP FINANCE/CFO UPC & ACO
- Total calculated
- $528,348
- From this org
- $0
- From related orgs
- $451,102
- Other
- $77,246
- Hours/week
- 0 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $322,310 related
- Bonus
- $0 + $125,574 related
- Other
- $0 + $3,218 related
- Deferred
- $0 + $48,926 related
- Nontaxable benefits
- $0 + $28,320 related
- Filer's total
- $0 + $528,348 related
-
CHRISTOPHER HILL DO TO 121
PHYSICIAN-ER/PHYSICIAN DYAD LEADER
- Total calculated
- $547,762
- From this org
- $0
- From related orgs
- $511,104
- Other
- $36,658
- Hours/week
- 0 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $450,894 related
- Bonus
- $0 + $59,750 related
- Other
- $0 + $460 related
- Deferred
- $0 + $16,500 related
- Nontaxable benefits
- $0 + $20,158 related
- Filer's total
- $0 + $547,762 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 — 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 $ 69,808, JENNIFER FRIEDLY $ 40,749 & STEVEN PALMERSHEIM $ 32,426.
- 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
-
IOWA PHYSICIANS MEDICAL FOUNDATION
$33,637,461
PROGRAM SUPPORT
-
$4,286,601
PROGRAM SUPPORT
-
BLACK HAWK GRUNDY MENTAL HEALTH CENTER
$1,200,000
PROGRAM SUPPORT
-
MEMORIAL FOUNDATION OF ALLEN HOSPITAL
$1,057,910
PROGRAM SUPPORT
-
$700,000
PROGRAM SUPPORT
-
$37,339
PROGRAM SUPPORT
-
$27,945
PROGRAM SUPPORT
-
$20,000
PROGRAM SUPPORT
-
$19,167
PROGRAM SUPPORT
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.
-
ABBE CENTER FOR COMMUNITY MENTAL HEALTH INC
501(C)(3) · MENTAL HEALTH CARE · IA
Directly controlled by ABBEHEALTH INC
-
501(C)(3) · SUPPORT AFFILIATES' MISSION TO IMPROVE HEALTH CARE · IA
Directly controlled by ST LUKE'S HEALTHCARE
-
501(C)(3) · SENIOR SERVICES · IA
Directly controlled by ABBEHEALTH INC
-
501(C)(3) · EDUCATE AND DEVELOP HEALTHCARE PROFESSIONALS · IA
Directly controlled by ALLEN HEALTH SYSTEMS INC
-
501(C)(3) · SUPPORT AFFILIATES' MISSION TO IMPROVE HEALTH CARE · IA
Directly controlled by IOWA HEALTH SYSTEM
-
ALLEN MEMORIAL HOSPITAL CORPORATION
501(C)(3) · HOSPITAL · IA
Directly controlled by ALLEN HEALTH SYSTEMS INC
-
ANAMOSA AREA AMBULANCE SERVICE
501(C)(3) · PROVIDE AMBULANCE SERVICES · IA
Directly controlled by ST LUKE'SJONES REGIONAL MEDICAL CENTER
-
BLACK HAWK-GRUNDY MENTAL HEALTH CENTER INC
501(C)(3) · MENTAL HEALTH CARE · IA
Directly controlled by ALLEN HEALTH SYSTEMS INC
-
CENTER FOR ALCOHOL AND DRUG SERVICES INC
501(C)(3) · SUBSTANCE ABUSE SERVICES · IA
Directly controlled by THE ROBERT YOUNG CENTER FOR COMMUNITY MENTAL HEALTH
-
CENTRAL IOWA HEALTH PROPERTIES CORPORATION
501(C)(2) · PROPERTY HOLDING COMPANY · IA
Directly controlled by CENTRAL IOWA HEALTH SYSTEM
-
501(C)(3) · SUPPORT AFFILIATES' MISSION TO IMPROVE HEALTH CARE · IA
Directly controlled by IOWA HEALTH SYSTEM
-
CENTRAL IOWA HOSPITAL CORPORATION
501(C)(3) · HOSPITAL · IA
Directly controlled by CENTRAL IOWA HEALTH SYSTEM
-
DES MOINES AREA MEDICAL EDUCATION CONSORTIUM INC
501(C)(3) · COORDINATION OF MEDICAL EDUCATION PROGRAMS · IA
-
EYERLY-BALL COMMUNITY MENTAL HEALTH SERVICES
501(C)(3) · MENTAL HEALTH CARE · IA
Directly controlled by CENTRAL IOWA HEALTH SYSTEM
-
FINLEY TRI-STATES HEALTH GROUP INC
501(C)(3) · SUPPORT AFFILIATES' MISSION TO IMPROVE HEALTH CARE · IA
Directly controlled by IOWA HEALTH SYSTEM
-
GRINNELL REGIONAL MEDICAL CENTER
501(C)(3) · HOSPITAL · IA
Directly controlled by CENTRAL IOWA HEALTH SYSTEM
-
GRINNELL REGIONAL MEDICAL CENTER FOUNDATION
501(C)(3) · CHARITABLE FUNDRAISING · IA
Directly controlled by GRINNELL REGIONAL MEDICAL CENTER
-
501(C)(3) · CHARITABLE FUNDRAISING · IA
Directly controlled by CENTRAL IOWA HEALTH SYSTEM
-
501(C)(3) · SUPPORT AFFILIATES' MISSION TO IMPROVE HEALTH CARE · IA
-
IOWA PHYSICIANS CLINIC MEDICAL FOUNDATION
501(C)(3) · PRIMARY HEALTH CARE SERVICES · IA
Directly controlled by IOWA HEALTH SYSTEM
-
MEMORIAL FOUNDATION OF ALLEN HOSPITAL
501(C)(3) · CHARITABLE FUNDRAISING · IA
Directly controlled by ALLEN HEALTH SYSTEMS INC
-
501(C)(3) · CHARITABLE FUNDRAISING · WI
Directly controlled by MERITER HEALTH SERVICES INC
-
501(C)(3) · SUPPORT AFFILIATES' MISSION TO IMPROVE HEALTH CARE · WI
Directly controlled by IOWA HEALTH SYSTEM
-
501(C)(3) · HOSPITAL · WI
Directly controlled by MERITER HEALTH SERVICES INC
-
501(C)(3) · PAY MEDICAL BILLS OF RETIRED TEACHERS UNABLE TO PAY · IA
Directly controlled by ST LUKE'S METHODIST HOSPITAL
-
NORTH CENTRAL IOWA MENTAL HEALTH CENTER INCORPORATED
501(C)(3) · MENTAL HEALTH CARE · IA
Directly controlled by TRINITY HEALTH SYSTEMS INC
-
NORTHWEST IOWA HOSPITAL CORPORATION
501(C)(3) · HOSPITAL · IA
Directly controlled by ST LUKE'S HEALTH SYSTEM INC
-
501(C)(3) · ALL-INCLUSIVE CARE FOR THE ELDERLY · IA
Directly controlled by ST LUKE'S HEALTH SYSTEM INC
-
501(C)(3) · OUTPATIENT CLINICS AND HEALTHCARE SERVICES · IA
Directly controlled by ST LUKE'S HEALTH SYSTEM INC
-
501(C)(3) · SUPPORT AFFILIATES' MISSION TO IMPROVE HEALTH CARE · IA
Directly controlled by IOWA HEALTH SYSTEM
-
501(C)(3) · SUPPORT AFFILIATES' MISSION TO IMPROVE HEALTH CARE · IA
Directly controlled by IOWA HEALTH SYSTEM
-
501(C)(3) · HOSPITAL · IA
Directly controlled by ST LUKE'S HEALTHCARE
-
ST LUKE'SJONES REGIONAL MEDICAL CENTER
501(C)(3) · HOSPITAL · IA
Directly controlled by ST LUKE'S HEALTHCARE
-
501(C)(3) · IMPROVE PUBLIC HEALTH SERVICES · IA
Directly controlled by ST LUKE'S HEALTHCARE
-
THE DUBUQUE VISITING NURSE ASSOCIATION
501(C)(3) · PUBLIC HEALTH SERVICES/HOME CARE · IA
Directly controlled by FINLEY TRI-STATES HEALTH GROUP INC
-
501(C)(3) · HOSPITAL · IA
Directly controlled by FINLEY TRI-STATES HEALTH GROUP INC
-
THE ROBERT YOUNG CENTER FOR COMMUNITY MENTAL HEALTH
501(C)(3) · MENTAL HEALTH CARE · IL
Directly controlled by TRINITY REGIONAL HEALTH SYSTEM
-
501(C)(3) · SUPPORT SERVICES FOR MEDICAL CARE AND HEALTH SERVICES · IA
Directly controlled by TRINITY HEALTH SYSTEMS INC
-
TRINITY COLLEGE OF NURSING & HEALTH SCIENCES
501(C)(3) · EDUCATE AND DEVELOP HEALTHCARE PROFESSIONALS · IL
Directly controlled by TRINITY MEDICAL CENTER
-
501(C)(3) · CHARITABLE FUNDRAISING · IA
Directly controlled by TRINITY HEALTH SYSTEMS INC
-
501(C)(3) · CHARITABLE FUNDRAISING · IL
Directly controlled by TRINITY REGIONAL HEALTH SYSTEM
-
501(C)(3) · SUPPORT AFFILIATES' MISSION TO IMPROVE HEALTH CARE · IA
Directly controlled by IOWA HEALTH SYSTEM
-
501(C)(3) · HOSPITAL · IL
Directly controlled by TRINITY REGIONAL HEALTH SYSTEM
-
TRINITY REGIONAL HEALTH SYSTEM
501(C)(3) · SUPPORT AFFILIATES' MISSION TO IMPROVE HEALTH CARE · IL
Directly controlled by IOWA HEALTH SYSTEM
-
TRINITY REGIONAL MEDICAL CENTER
501(C)(3) · HOSPITAL · IA
Directly controlled by TRINITY HEALTH SYSTEMS INC
-
501(C)(3) · HOSPITAL · IA
Directly controlled by TRINITY REGIONAL HEALTH SYSTEM
-
501(C)(3) · SUPPORT AFFILIATES' MISSION TO IMPROVE HEALTH CARE · IA
Directly controlled by UNITY HEALTHCARE
-
501(C)(3) · HOME HEALTH CARE · IA
Directly controlled by IOWA HEALTH SYSTEM
-
UNITYPOINT HEALTH - MARSHALLTOWN
501(C)(3) · HOSPITAL · IA
Directly controlled by ALLEN HEALTH SYSTEMS INC
-
UNITYPOINT HEALTH - MARSHALLTOWN FOUNDATION
501(C)(3) · CHARITABLE FUNDRAISING · IA
Directly controlled by ALLEN HEALTH SYSTEMS INC
-
501(C)(3) · EMPLOYER ONSITE MEDICAL SERVICES AND OCCUPATIONAL MEDICINE · IA
Directly controlled by IOWA PHYSICIANS CLINIC MEDICAL FOUNDATION
-
501(C)(3) · OUTPATIENT KIDNEY DIALYSIS · WI
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 12 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202413199349309666
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