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← UNITYPOINT HEALTH-MARSHALLTOWN FOUNDATION

Form 990 for tax year 2023

Filed by UNITYPOINT HEALTH-MARSHALLTOWN FOUNDATION.

Totals

Total revenue
$372,944
Total expenses
$651,606
Contributions and grants received
$353,573
Grants paid
$569,063
Program services expenses (Part IX)
$569,063
Management and general expenses
$15,148
Fundraising expenses
$67,395
Program service expenses (Part III)
$569,063

Program services were 87.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • KEN ANDERSON

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • BOBBI BRANDENBURG

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • SUSAN EBERHART

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JOEL GREER

    BOARD SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • CHRISTINE ISOM

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • DOUG JOSLIN

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    1

  • JERIMI KOPSA

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JEFF KROUGH

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • LINDA KUHL

    BOARD VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • ROBERT THOMAS

    BOARD TREASURER

    Total calculated
    $0
    Hours/week
    1

  • PAMELA DELAGARDELLE TO 823

    PRESIDENT/CEO AMHC

    Total calculated
    $1,082,998
    From this org
    $0
    From related orgs
    $980,661
    Other
    $102,337
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $545,718 related
    Bonus
    $0 + $389,506 related
    Other
    $0 + $45,437 related
    Deferred
    $0 + $86,308 related
    Nontaxable benefits
    $0 + $16,029 related
    Filer's total
    $0 + $1,082,998 related

  • JENNIFER FRIEDLY FR 823

    BOARD MEMBER, PRES UPHM/MARKET PRES AMHC

    Total calculated
    $483,184
    From this org
    $0
    From related orgs
    $407,057
    Other
    $76,127
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $338,461 related
    Bonus
    $0 + $63,874 related
    Other
    $0 + $4,722 related
    Deferred
    $0 + $57,045 related
    Nontaxable benefits
    $0 + $19,082 related
    Filer's total
    $0 + $483,184 related

  • DEIRDRE GRUENDLER TO 423

    EXECUTIVE DIRECTOR

    Total calculated
    $75,596
    From this org
    $0
    From related orgs
    $69,409
    Other
    $6,187
    Hours/week
    40

  • ZACH FRENCH

    VP FINANCE

    Total calculated
    $243,151
    From this org
    $0
    From related orgs
    $226,659
    Other
    $16,492
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $188,068 related
    Bonus
    $0 + $36,818 related
    Other
    $0 + $1,773 related
    Deferred
    $0 + $6,805 related
    Nontaxable benefits
    $0 + $9,687 related
    Filer's total
    $0 + $243,151 related

  • STEVEN PALMERSHEIM-VP FIN TO 1221

    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

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

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.

Provenance

Return type
form_990
Tax year
2023
Filed
12 November 2024
IRS schema version
2023v5.1
Source object
202413199349309921

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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