MERITER HOSPITAL INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- MERITER HOSPITAL INC (EIN 39-0806367)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-14
- IRS object ID
- 202423199349309427
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule H
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-14T13:26:34-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 390806367 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MERITER HOSPITAL INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MERI | BusinessNameControlTxt |
| Phone | 6084176000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 202 SOUTH PARK STREET | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 537151596 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BETH ERDMAN | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 6084176000 | PhoneNum |
| Signature | 2024-11-10 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JAMES ARNETT | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 202 SOUTH PARK STREET | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 537151596 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $671,200,656 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.UNITYPOINT.ORG (SEE SCH O) | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1898 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | MERITER HOSPITAL, INC. IS A NOT FOR PROFIT, LOCALLY GOVERNED COMMUNITY HOSPITAL. MERITER HOSPITAL PROVIDES A COMPREHENSIVE ARRAY OF PATIENT-FOCUSED INPATIENT AND OUTPATIENT SERVICES TO MEET THE HEALTH-RELATED NEEDS OF OUR COMMUNITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 3728 | TotalEmployeeCnt |
| Total Volunteers | 590 | TotalVolunteersCnt |
| Total Gross UBI | $973,665 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,434,543 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,466,844 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $554,333,455 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $583,228,820 | CYProgramServiceRevenueAmt |
| PY Investment Income | $42,513,499 | PYInvestmentIncomeAmt |
| CY Investment Income | $35,200,711 | CYInvestmentIncomeAmt |
| PY Other Revenue | $3,805,984 | PYOtherRevenueAmt |
| CY Other Revenue | $4,841,340 | CYOtherRevenueAmt |
| PY Total Revenue | $605,087,481 | PYTotalRevenueAmt |
| CY Total Revenue | $625,737,715 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $70,156 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $146,903 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $275,968,531 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $287,493,308 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $270,331,399 | PYOtherExpensesAmt |
| CY Other Expenses | $289,745,775 | CYOtherExpensesAmt |
| PY Total Expenses | $546,370,086 | PYTotalExpensesAmt |
| CY Total Expenses | $577,385,986 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $58,717,395 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $48,351,729 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $926,629,829 | TotalAssetsBOYAmt |
| Total Assets EOY | $991,590,073 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $238,845,582 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $225,382,748 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $687,784,247 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $766,207,325 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | MERITER HOSPITAL, INC. IS DEDICATED TO IMPROVING THE HEALTH OF THE PEOPLE AND COMMUNITIES WE SERVE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $496,314,933 | ExpenseAmt |
| Grant | $146,903 | GrantAmt |
| Revenue | $584,317,319 | RevenueAmt |
| Desc | MERITER HOSPITAL, INC. IS A 448-BED COMMUNITY HOSPITAL FOCUSED ON DELIVERING QUALITY CARE AND PATIENT SAFETY. MERITER PROVIDES SOLUTIONS TO MANY COMMUNITY HEALTH CARE NEEDS, AND PROVIDES THE REGION'S ONLY AVAILABLE CHILD AND ADOLESCENT PSYCHIATRY SERVICES, AND SEXUAL ASSAULT NURSE EXAMINER SERVICES. MERITER IS PROUD TO DELIVER MORE BABIES THAN ANY OTHER HOSPITAL IN WISCONSIN AND RECEIVED NUMEROUS AWARDS:- LIONS EYE BANK OF WISCONSIN: UNITYPOINT HEALTH MERITER ACHIEVED A 29.6% CONVERSION RATE FOR 2022; VERY NEARLY MEETING THE GOAL OF 30.0%. - UNITYPOINT HEALTH MERITER SECURITY TEAM HAS RECEIVED THE PROGRAM OF DISTINCTION AWARD AND CERTIFICATION FROM THE INTERNATIONAL ASSOCIATION FOR HEALTHCARE SECURITY AND SAFETY (IAHSS). IAHSS RECOGNIZES OUTSTANDING QUALIFYING HEALTHCARE SECURITY AND SAFETY DEPARTMENTS WITH THE PROGRAM OF DISTINCTION. SINCE 2007, MERITER IS ONLY 1 OF 60 U.S. HOSPITALS TO RECEIVE THIS DISTINCTION FOR EXCELLENCE RELATED TO LEADER AND SECURITY OFFICER CERTIFICATION, SKILL AND SPECIALIZED KNOWLEDGE IN HEALTHCARE SECURITY AND SAFETY. - UNITYPOINT HEALTH - MERITER HAS BEEN REDESIGNATED A BABY-FRIENDLY HOSPITAL. WE HAVE CONTINUOUSLY ACHIEVED THIS HIGHLY PRESTIGIOUS INTERNATIONAL DESIGNATION SINCE 2006. THIS DISTINGUISHED HONOR DEMONSTRATES THAT MERITER IS ADHERING TO THE HIGHEST STANDARDS OF CARE FOR BREASTFEEDING PEOPLE AND THEIR BABIES. THESE STANDARDS ARE BUILT ON THE TEN STEPS TO SUCCESSFUL BREASTFEEDING, A SET OF EVIDENCE-BASED PRACTICES RECOMMENDED BY THE WORLD HEALTH ORGANIZATION (WHO) AND THE UNITED NATIONS CHILDREN'S FUND (UNICEF) FOR OPTIMAL INFANT FEEDING SUPPORT IN THE PRECIOUS FIRST DAYS OF A NEWBORN'S LIFE.- MERITER RECOGNIZED BY HEALTHGRADES: MERITER HAS RECEIVED THE OUTSTANDING PATENT EXPERIENCE AWARD, AMERICA'S 100 BEST FOR CRITICAL CARE, AMERICA'S 100 BEST FOR GASTROINTESTINAL SURGERY, AMERICA'S 100 BEST FOR PULMONARY CARE, AND GASTROINTESTINAL CARE EXCELLENCE AWARD FROM HEALTHGRADES.- ORGAN TISSUE AWARD: UNITYPOINT HEALTH-MERITER HAS EARNED THE EXCELLENCE IN TISSUE DONATION AWARD FOR TISSUE DONATION PERFORMANCE IN 2022. THE EXCELLENCE IN TISSUE DONATION AWARD RECOGNIZES THE DEDICATION OF HOSPITAL TEAMS TO ACHIEVE OR EXCEED TISSUE CONSENT RATE GOALS.- UNITYPOINT HEALTH RECOGNIZED AS A TOP PLACE TO WORK: FOR THE SECOND YEAR IN A ROW, UNITYPOINT HEALTH HAS BEEN NAMED TO THE LIST OF "150 TOP PLACES TO WORK IN HEALTHCARE" BY BECKER'S HEALTHCARE, A HIGHLY REGARDED NATIONAL TRADE PUBLICATION. THE LIST HIGHLIGHTS HOSPITALS, HEALTH SYSTEMS AND HEALTHCARE COMPANIES THAT INVEST IN TEAM MEMBER WELL-BEING, SATISFACTION AND FULFILLMENT WITH STRONG BENEFITS, DEVELOPMENT OPPORTUNITIES, INCLUSIVE WORK ENVIRONMENTS AND WORK-LIFE BALANCE. UPH IS THE ONLY HEALTH SYSTEM IN IOWA AND WISCONSIN TO BE NAMED TO THIS YEAR'S LIST. - UNITYPOINT HEALTH - MERITER HAS EARNED THE 2023 PRACTICE GREENHEALTH ENVIRONMENTAL EXCELLENCE - PARTNER FOR CHANGE AWARD. THIS AWARD RECOGNIZES OUR ORGANIZATION'S ONGOING COMMITMENT TO IMPROVING ITS ENVIRONMENTAL PERFORMANCE AND EFFORTS TO BUILD SUSTAINABILITY AND RESILIENCY INTO THE OPERATIONS AND CULTURE OF OUR INSTITUTION. - UNITYPOINT HEALTH - MERITER IS A RECIPIENT OF THE 2023 CHEST PAIN MI REGISTRY GOLD PERFORMANCE ACHIEVEMENT AWARD. THIS AWARD IS EVIDENCE OF OUR TEAM'S HARD WORK AND COMMITMENT TO DELIVERING THE HIGHEST QUALITY IN CARDIOVASCULAR CARE TO TRANSFORM HEART HEALTH. - 2022 CARES ANNUAL REPORT: UNITYPOINT HEALTH MERITER EMERGENCY DEPARTMENT PHYSICIAN DR. VANBENDEGOM WAS CITED AS A PHYSICIAN MEDICAL ADVISOR, ALONG WITH TWO OTHER COMMUNITY PHYSICIANS ON THE DANE COUNTY EMS TEAM. THE DANE COUNTY EMS TEAM SUPPORTS 23 EMS AGENCIES SPANNING CAREER, VOLUNTEER, URBAN, RURAL, ALS, AND BLS. - LEAH MATTESON, CLINICAL PRACTICE LEADER, PERINATAL CLINIC HAS RECEIVED THE NATIONAL OUTSTANDING PRACTICE POSTER AWARD GIVEN BY THE ASSOCIATION OF WOMEN'S HEALTH, OBSTETRIC & NEONATAL NURSES (AWHONN) FOR HER POSTER, UNIVERSAL SCREENING FOR SOCIAL DETERMINANTS OF HEALTH IN HIGH-RISK PERINATAL CARE.- UNITYPOINT HEALTH - MERITER HAS ONCE AGAIN ACHIEVED A CENTERS FOR MEDICARE AND MEDICAID SERVICES (CMS) 5-STAR QUALITY RATING. THIS COMPREHENSIVE GOVERNMENT REVIEW LOOKS AT DOZENS OF DATA POINTS, INCLUDING MORTALITY RATES, SAFETY, READMISSIONS, PATIENT EXPERIENCE, TIMELINESS OF CARE AND MORE. LESS THAN 10 PERCENT OF HOSPITALS ACROSS THE COUNTRY EARN FIVE STARS. MERITER JOINS UW HEALTH, UNITYPOINT HEALTH FINLEY HOSPITAL (DUBUQUE), AND UNITYPOINT HEALTH ST. LUKE'S HOSPITAL (CEDAR RAPIDS) WHO HAVE ALSO RECEIVED A CMS 5-STAR RATING. - MERITER HOSPITAL HAS RECEIVED THE 2022 WI TRAUMA SYSTEM PLATINUM AWARD FOR HAVING 100% OF RECORDS CLOSED WITHIN 60 DAYS OF PATIENT DISCHARGE, WHICH IS THE EXPECTED DEADLINE. THIS IS A HUGE ACCOMPLISHMENT AS THERE WERE 802 PATIENTS ENTERED INTO THE REGISTRY IN 2022.- MERITER'S CHIEF OPERATING OFFICER CHRIS JACKSON NAMED ON BECKER'S COOS TO KNOW LIST: UNITYPOINT HEALTH - MERITER'S VERY OWN CHRISTINA "CHRIS" JACKSON WAS NAMED TO THE 2023 BECKER'S HOSPITAL REVIEW "HOSPITAL AND HEALTH SYSTEM COOS TO KNOW" LIST.- JOSEPH LIGGETT, MSN, RN, APNP, ACCNS-AG, CCRN, CLINICAL NURSE SPECIALIST CARDIOVASCULAR HAS BEEN SELECTED FOR FELLOWSHIP IN THE CLINICAL NURSE SPECIALIST INSTITUTE (CNSI) FOR HIS OUTSTANDING CONTRIBUTIONS AS A CLINICAL NURSE SPECIALIST IN IMPROVING HEALTHCARE AND HEALTH OUTCOMES AND INCREASING THE VISIBILITY OF CLINICAL NURSE SPECIALISTS. THIS FELLOWSHIP IS THROUGH THE NATIONAL ASSOCIATION OF CLINICAL NURSE SPECIALIST (NACNS). THERE ARE 92 CURRENT FELLOWS OUT OF APPROXIMATELY 89,000 CNS (OR 0.1%) IN THE US.- UNITYPOINT HEALTH MERITER HAS BEEN NAMED TO NEWSWEEK'S EXCELLENCE 1000 INDEX FOR EXCEEDING BEST PRACTICES IN FINANCIAL RESPONSIBILITY, STAKEHOLDER RATINGS AND SOCIAL RESPONSIBILITY RATINGS. WE RANKED NO. 117 ACROSS ALL SECTORS AND NO. 2 IN THE HOSPITALS CATEGORY. THE BEST PRACTICE INSTITUTE IDENTIFIED THE TOP 1,000 COMPANIES BY EVALUATING EMPLOYEE RATING, CUSTOMER RATING, ESG RISK RATING, ESG/ETHICAL IMPACT, ADHERENCE TO ISO STANDARDS, BBB RATING AND ACCREDITATION AND NUMBER OF CUSTOMER COMPLAINTS. OTHER DATA SOURCES INCLUDED INDEED, GLASSDOOR, FACEBOOK AND TWITTER/X, HOSPITALCOMPARE, CENTERS FOR MEDICARE & MEDICAID SERVICES, AND THE AMERICAN HOSPITAL ASSOCIATION. FOR ADDITIONAL INFORMATION, VISIT EXCELLENCE.BESTPRACTICEINSTITUTE.ORG.MERITER CLINIC'S OFFERS AMBULATORY HEALTH CARE WITH A FOCUSON PROVIDING EDUCATIONAL, OUTREACH AND REFERRAL PROGRAMS THAT INCLUDE WELLNESS AND DISEASE PREVENTION. THIS OCCURS THROUGH ALL SPECIALTIES FOR INDIVIDUALS AND IN GROUP SETTINGS SUCH AS INDIVIDUAL HEALTH EDUCATION SESSIONS WITH A NURSE PRACTITIONER FOR WOMEN MANAGING THEIR HEART DISEASE, OFFERING GROUP SESSIONS ON THE LATEST ADVANCEMENTS FOR TREATMENTS OF OSTEOARTHRITIS, AND EDUCATIONAL PROGRAMS FOR PREGNANT PARENTS ATTENDING CHILDBIRTH EDUCATION PROGRAMS. MERITER CLINIC'S PROVIDERS ALSO OFFER VARIOUS EDUCATIONAL TALKS AND SCREENING OPPORTUNITIES AS PART OF COMMUNITY PROGRAMS/EVENTS EACH YEAR. MERITER'S ADULT PRIMARY CARE CLINICS INCLUDE DIABETES MANAGEMENT SERVICES THROUGH A TEAM CONSISTING OF ENDOCRINOLOGISTS, PROGRAM SERVICE ACCOMPLISHMENTS: CERTIFIED DIABETES EDUCATORS, DIETITIAN AND HEALTH PSYCHOLOGIST. HEALTH PSYCHOLOGY SERVICES ARE AVAILABLE TO PATIENTS WHO NEED EMOTIONAL SUPPORT AND GUIDANCE AS THEY WORK THROUGH PERSONAL HEALTH CHANGES. MERITER CHILD & ADOLESCENT PSYCHIATRY STAFF PROVIDE EDUCATIONAL SESSIONS FOR SCHOOL PERSONNEL. MERITER PRIMARILY SERVES PATIENTS FROM DANE COUNTY. | Desc |
| Total Program Service Expenses | $496,314,933 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | Yes (1) | OperateHospitalInd |
| Audited Financial Stmt Att | Yes (1) | AuditedFinancialStmtAttInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 122 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 3728 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (1) | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RON SCHROEDER- AVP FINANCE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6084175832 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 202 SOUTH PARK STREET | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 537151596 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (26 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| JOHN ASHLEY | ||||||||||
| BOARD MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| RUKMINI BANERJEE | ||||||||||
| BOARD MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ALISON CRAIG-SHASHKO MD | ||||||||||
| BOARD MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| VIRGINIA GRAVES TO 623 | ||||||||||
| BOARD MEMBER | 1.00 | 1.00 | Yes (X) | $600 | $7,250 | $0 | ||||
| RONALD HENSHUE | ||||||||||
| BOARD MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| NEWRHEE KIM MD | ||||||||||
| BOARD VICE CHAIR | 3.00 | 3.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| BRADLEY MANNING MD | ||||||||||
| BOARD MEMBER | 1.00 | 1.00 | Yes (X) | $600 | $10,875 | $0 | ||||
| MARGARET NOREUIL RN PHD | ||||||||||
| BOARD PAST CHAIR | 1.00 | 1.00 | Yes (X) | $0 | $7,250 | $0 | ||||
| PAT SETJI | ||||||||||
| BOARD MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DOUG STRUB | ||||||||||
| BOARD CHAIR | 3.00 | 3.00 | Yes (X) | $12,500 | $12,500 | $0 | Yes (X) | |||
| MARY THOMPSON MD | ||||||||||
| BOARD MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| CHERYL WITTKE | ||||||||||
| BOARD MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JASON YELK DO | ||||||||||
| BOARD MEMBER | 1.00 | 40.00 | Yes (X) | $0 | $344,536 | $51,887 | ||||
| JAMES ARNETT | ||||||||||
| BOARD MEMBER/PRESIDENT/CEO | 15.00 | 35.00 | Yes (X) | $0 | $742,672 | $96,577 | Yes (X) | |||
| BETH ERDMAN | ||||||||||
| CFO/TREASURER | 15.00 | 35.00 | $0 | $427,113 | $48,661 | Yes (X) | ||||
| PAM WETZEL MD | ||||||||||
| CMO/ASST SECRETARY | 5.00 | 45.00 | $0 | $610,383 | $35,992 | Yes (X) | ||||
| SHERRY CASALI | ||||||||||
| CHIEF NURSING OFFICER | 15.00 | 35.00 | $0 | $396,653 | $61,766 | Yes (X) | ||||
| SHANA WUEBBEN | ||||||||||
| VP HR/SECRETARY | 35.00 | 15.00 | $0 | $327,202 | $47,667 | Yes (X) | ||||
| CHRISTINA JACKSON | ||||||||||
| CHIEF OPERATING OFFICER | 15.00 | 35.00 | $0 | $263,745 | $37,828 | Yes (X) | ||||
| KRISTINE HOLMES | ||||||||||
| DIR MED/SURG NURSE | 40.00 | 0.00 | $212,728 | $0 | $14,332 | Yes (X) | ||||
| JULIE RICE | ||||||||||
| REGISTERED NURSE | 40.00 | 0.00 | $203,891 | $0 | $31,417 | Yes (X) | ||||
| MICHAEL NYFFELER | ||||||||||
| PHARMACY CLINICAL MANAGER | 40.00 | 0.00 | $200,074 | $0 | $16,315 | Yes (X) | ||||
| HEIDI MANLEY | ||||||||||
| REGISTERED NURSE | 40.00 | 0.00 | $197,688 | $0 | $43,318 | Yes (X) | ||||
| CARLA GRIFFIN | ||||||||||
| EXECUTIVE DIRECTOR JOA | 40.00 | 0.00 | $233,044 | $0 | $31,627 | Yes (X) | ||||
| ART NIZZA DSW TO 118 | ||||||||||
| FORMER CEO UPH-MERITER | 0.00 | 0.00 | $0 | $156,611 | $0 | Yes (X) | ||||
| SUE ERICKSON TO 622 | ||||||||||
| FORMER CEO UPH-MERITER | 0.00 | 40.00 | $0 | $1,825,397 | $144,038 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,061,125 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $5,132,187 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $661,425 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 272 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| UNIVERSITY OF WISCONSIN HOSPITAL AND CLI | |||||
| 750 HIGHLAND AVENUE | MADISON | WI | 53792 | INTERNS, RESIDENTS, MED-FLIGHT, AND TEAC | $19,058,265 |
| AMN HEALTHCARE ALLIED INC | |||||
| 2735 COLLECTION CTR DR | CHICAGO | IL | 60693 | CONTRACTED REGISTERED NURSES | $4,871,746 |
| AMERICA HEALTH STAFFING | |||||
| PO BOX 670529 | DALLAS | TX | 75267 | CONTRACTED REGISTERED NURSES | $3,573,655 |
| JP CULLEN AND SONS INC | |||||
| 330 E DELAVAN DRIVE | JANESVILLE | WI | 53546 | CONSTRUCTION | $3,209,007 |
| AMERIGIS HEALTHCARE STAFFING | |||||
| 12558 COLLECTIONS CENTER DRIVE | CHICAGO | IL | 60693 | CONTRACTED REGISTERED NURSES | $2,433,673 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 39 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $1,386,407 | RelatedOrganizationsAmt |
| Government Grants | $1,080,437 | GovernmentGrantsAmt |
| Total Contributions | $2,466,844 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| NET PATIENT REVENUE | 900099 | $566,905,766 | $566,905,766 | |
| PHARMACY | 456110 | $11,343,822 | $11,343,822 | |
| SUBS & JOINT VENTURES | 900099 | $7,850,071 | $7,850,071 | |
| OTHER HEALTHCARE SERVICES | 900099 | $5,990,996 | $5,950,569 | $40,427 |
| RENTAL INCOME | 621990 | $1,243,000 | $1,243,000 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$10,104,835 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$10,104,835 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $583,228,820 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $34,069,717 | TotalRevenueColumnAmt |
| Exclusion | $34,069,717 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,545,445 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,122,810 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $422,635 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $422,635 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $7,104 | UnrelatedBusinessRevenueAmt |
| Exclusion | $415,531 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $44,152,416 | SecuritiesAmt |
| Other | $1,109,832 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $42,822,388 | SecuritiesAmt |
| Other | $1,308,866 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,330,028 | SecuritiesAmt |
| Other | -$199,034 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,130,994 | TotalRevenueColumnAmt |
| Exclusion | $1,130,994 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $364,138 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $208,877 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $155,261 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $155,261 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| CAFETERIA/FOOD SVCS | 722210 | $2,115,226 | $392 | $2,114,834 |
| CHILDCARE SERVICES | 624410 | $1,221,337 | $925,742 | $295,595 |
| PARKING REIMBURSEMENT | 812930 | $926,881 | $926,881 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $4,263,444 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $625,737,715 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $583,343,654 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $973,665 | UnrelatedBusinessRevenueAmt |
| Exclusion | $38,953,552 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $117,101 | TotalAmt |
| Program Services | $117,101 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,802 | TotalAmt |
| Program Services | $29,802 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,700 | TotalAmt |
| Management And General | $13,700 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $228,476,088 | TotalAmt |
| Program Services | $222,314,469 | ProgramServicesAmt |
| Management And General | $6,161,619 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,579,898 | TotalAmt |
| Program Services | $8,320,841 | ProgramServicesAmt |
| Management And General | $259,057 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,606,355 | TotalAmt |
| Program Services | $34,660,921 | ProgramServicesAmt |
| Management And General | $945,434 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,817,267 | TotalAmt |
| Program Services | $14,431,314 | ProgramServicesAmt |
| Management And General | $385,953 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,780,478 | TotalAmt |
| Program Services | $1,854,013 | ProgramServicesAmt |
| Management And General | $54,926,465 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,320,857 | TotalAmt |
| Program Services | $30,858,030 | ProgramServicesAmt |
| Management And General | $1,462,827 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,012,513 | TotalAmt |
| Program Services | $1,290,134 | ProgramServicesAmt |
| Management And General | $1,722,379 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,906,058 | TotalAmt |
| Program Services | $11,237,049 | ProgramServicesAmt |
| Management And General | $1,669,009 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74,452 | TotalAmt |
| Program Services | $46,112 | ProgramServicesAmt |
| Management And General | $28,340 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,205,733 | TotalAmt |
| Management And General | $7,205,733 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,713,614 | TotalAmt |
| Program Services | $21,860,042 | ProgramServicesAmt |
| Management And General | $853,572 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,746,336 | TotalAmt |
| Program Services | $332,319 | ProgramServicesAmt |
| Management And General | $1,414,017 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| MEDICAL SUPPLIES | $118,052,652 | $115,150,473 | $2,902,179 |
| MISCELLANEOUS EXPENSES | $19,261,669 | $18,144,491 | $1,117,178 |
| STATE REVENUE ASSESSMEN | $9,879,554 | $9,879,554 | |
| EQUIPMENT RENTAL & MAIN | $5,791,859 | $5,788,268 | $3,591 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $577,385,986 | TotalAmt |
| Program Services | $496,314,933 | ProgramServicesAmt |
| Management And General | $81,071,053 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,255,991 | BOYAmt |
| EOY | $44,274,037 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,494,344 | BOYAmt |
| EOY | $12,228,815 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,732,354 | BOYAmt |
| EOY | $65,084,810 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,612,253 | BOYAmt |
| EOY | $5,242,667 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,106,330 | BOYAmt |
| EOY | $7,145,374 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $435,149 | BOYAmt |
| EOY | $805,305 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $482,038,851 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $201,467,902 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $283,083,932 | BOYAmt |
| EOY | $280,570,949 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $455,502,236 | BOYAmt |
| EOY | $509,275,533 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,407,240 | BOYAmt |
| EOY | $66,962,583 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $926,629,829 | BOYAmt |
| EOY | $991,590,073 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $92,372,409 | BOYAmt |
| EOY | $90,868,878 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,571 | BOYAmt |
| EOY | $52,078 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $146,439,602 | BOYAmt |
| EOY | $134,461,792 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $238,845,582 | BOYAmt |
| EOY | $225,382,748 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $679,335,774 | BOYAmt |
| EOY | $757,956,627 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,448,473 | BOYAmt |
| EOY | $8,250,698 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $687,784,247 | BOYAmt |
| EOY | $766,207,325 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $926,629,829 | BOYAmt |
| EOY | $991,590,073 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $48,351,729 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $20,468,469 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $9,602,880 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital | Yes (X) | HospitalInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $63,375,365 | OtherCostOrOtherBasisAmt |
| Book Value | $63,375,365 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $271,299,605 | OtherCostOrOtherBasisAmt |
| Depreciation | $108,645,132 | DepreciationAmt |
| Book Value | $162,654,473 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,248,518 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,064,441 | DepreciationAmt |
| Book Value | $1,184,077 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $127,676,722 | OtherCostOrOtherBasisAmt |
| Depreciation | $84,907,178 | DepreciationAmt |
| Book Value | $42,769,544 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $15,438,641 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,851,151 | DepreciationAmt |
| Book Value | $10,587,490 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $280,570,949 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (6 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| OTHER LONG-TERM ASSETS | $309,386 |
| INVESTMENT IN JOINT VENTURES | $32,764,321 |
| DEFERRED COMP 457(B) | $570,214 |
| OPERATING LEASE RIGHT OF USE ASSETS | $5,279,879 |
| INTEREST IN NET ASSETS FOUNDATION | $10,400,405 |
| DUE FROM AFFILIATES | $17,638,378 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $66,962,583 | TotalBookValueOtherAssetsAmt |
| Federal Income Tax Liability | $2,900 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (8 entries)
| DescDesc | AmtAmt |
|---|---|
| RETIREMENT LIABILITY | -$23,781,832 |
| HEALTH & WELFARE INS RESERVES | $235,854 |
| ASSET RETIREMENT OBLIGATION | $563,791 |
| DUE TO AFFILIATES | $138,780,000 |
| DEFERRED COMP 457(B) | $561,358 |
| OPERATING LEASE-LESS CURRENT PORTION | $9,101,012 |
| OTHER NON CURRENT LIABILITIES | $4,414,842 |
| OPERATING LEASE RIGHT OF USE LIABILITY | $4,583,867 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $134,461,792 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | UNITYPOINT HEALTH AND MOST OF ITS SUBSIDIARIES ARE CLASSIFIED AS TAX-EXEMPT ORGANIZATIONS AS DESCRIBED IN SECTIONS 501(C)(3) AND 501(C)(2) OF THE INTERNAL REVENUE CODE (THE CODE). TAX-EXEMPT ORGANIZATIONS ARE NOT SUBJECT TO FEDERAL AND STATE INCOME TAXES ON RELATED INCOME, PURSUANT TO SECTION 501(A) OF THE CODE. THESE ORGANIZATIONS ARE SUBJECT TO FEDERAL AND STATE INCOME TAXES TO THE EXTENT THEY HAVE UNRELATED BUSINESS INCOME AS DESCRIBED UNDER PROVISIONS OF SECTION 511 OF THE CODE. THE SYSTEM FILES FORM 990 FOR SUBSTANTIALLY ALL OF ITS OPERATING ENTITIES IN THE U.S. FEDERAL JURISDICTION AND IS NO LONGER SUBJECT TO EXAMINATION BY TAX AUTHORITIES FOR THE YEARS BEFORE 2020. THE SYSTEM HAS NO MATERIAL UNCERTAIN TAX POSITIONS. CERTAIN SUBSIDIARIES ARE SUBJECT TO FEDERAL AND STATE INCOME TAXES. SOME OF THESE CORPORATIONS HAVE ACCUMULATED NET OPERATING LOSS CARRYFORWARDS THAT ARE AVAILABLE TO OFFSET FUTURE TAXABLE INCOME, IF ANY, DURING THE CARRYFORWARD PERIOD. DEFERRED TAX ASSETS AND LIABILITIES RELATED TO THESE SUBSIDIARIES WERE NOT MATERIAL. | ExplanationTxt |
Schedule H IRS990ScheduleH
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Assistance Policy | Yes (1) | FinancialAssistancePolicyInd |
| Written Policy | Yes (1) | WrittenPolicyInd |
| FPG Reference Free Care | Yes (1) | FPGReferenceFreeCareInd |
Free Care Oth Percentage FreeCareOthPercentageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | Yes (X) | OtherInd |
| Free Care Other | 300.000000000000 | FreeCareOtherPct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FPG Reference Discounted Care | Yes (1) | FPGReferenceDiscountedCareInd |
Discounted Care Oth Percentage DiscountedCareOthPercentageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | Yes (X) | OtherInd |
| Discounted Care Other | 600.000000000000 | DiscountedCareOtherPct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Free Care Medically Indigent | Yes (1) | FreeCareMedicallyIndigentInd |
| Financial Assistance Budget | Yes (1) | FinancialAssistanceBudgetInd |
| Expenses Exceed Budget | 0 | ExpensesExceedBudgetInd |
| Annual Community Bnft Report | Yes (1) | AnnualCommunityBnftReportInd |
| Report Publically Available | Yes (1) | ReportPublicallyAvailableInd |
Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $3,742,754 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $3,742,754 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00650 | TotalExpensePct |
Unreimbursed Medicaid UnreimbursedMedicaidGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $100,992,864 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $73,710,365 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $27,282,499 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.04730 | TotalExpensePct |
Total Financial Assistance Typ TotalFinancialAssistanceTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $104,735,618 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $73,710,365 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $31,025,253 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.05380 | TotalExpensePct |
Community Health Services CommunityHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $594,221 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $594,221 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00100 | TotalExpensePct |
Health Professions Education HealthProfessionsEducationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $12,048,617 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $3,582,943 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $8,465,674 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.01470 | TotalExpensePct |
Subsidized Health Services SubsidizedHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $15,441,399 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $11,650,886 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $3,790,513 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00660 | TotalExpensePct |
Cash And In Kind Contributions CashAndInKindContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $1,330,612 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $1,330,612 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00230 | TotalExpensePct |
Total Other Benefits TotalOtherBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $29,414,849 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $15,233,829 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $14,181,020 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.02460 | TotalExpensePct |
Total Community Benefits TotalCommunityBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $134,150,467 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $88,944,194 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $45,206,273 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.07840 | TotalExpensePct |
Community Support CommunitySupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $93,143 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $93,143 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00020 | TotalExpensePct |
Environmental Improvements EnvironmentalImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $126,703 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $126,703 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00020 | TotalExpensePct |
Coalition Building CoalitionBuildingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $16,521 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $16,521 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00000 | TotalExpensePct |
Total Communtity Building Acty TotalCommuntityBuildingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $236,367 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $236,367 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00040 | TotalExpensePct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | 0 | BadDebtExpenseReportedInd |
| Bad Debt Expense | $3,415,084 | BadDebtExpenseAmt |
| Bad Debt Expense Attributable | $0 | BadDebtExpenseAttributableAmt |
| Reimbursed By Medicare | $88,457,816 | ReimbursedByMedicareAmt |
| Cost Of Care Reimbursed By Medcr | $100,941,606 | CostOfCareReimbursedByMedcrAmt |
| Medicare Surplus Or Shortfall | -$12,483,790 | MedicareSurplusOrShortfallAmt |
Costing Methodology Used CostingMethodologyUsedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost To Charge Ratio | Yes (X) | CostToChargeRatioInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Debt Collection Policy | Yes (1) | WrittenDebtCollectionPolicyInd |
| Financial Assistance Prvsn | Yes (1) | FinancialAssistancePrvsnInd |
| Hospital Facilities | 1 | HospitalFacilitiesCnt |
Hospital Facilities HospitalFacilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 1 | FacilityNum |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MERITER HOSPITAL INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 202 SOUTH PARK STREET | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53715 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Website Address | WWW.UNITYPOINT.ORG/MADISON | WebsiteAddressTxt |
| State License | 316 | StateLicenseNum |
| Licensed Hospital | Yes (X) | LicensedHospitalInd |
| General Medical And Surgical | Yes (X) | GeneralMedicalAndSurgicalInd |
| Teaching Hospital | Yes (X) | TeachingHospitalInd |
| Research Facility | Yes (X) | ResearchFacilityInd |
| Emergency Room24 Hrs | Yes (X) | EmergencyRoom24HrsInd |
Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp
Hospital Facility Name HospitalFacilityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MERITER HOSPITAL INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 1 | FacilityNum |
| First Licensed CY Or PY | 0 | FirstLicensedCYOrPYInd |
| Tax Exempt Hospital CY Or PY | 0 | TaxExemptHospitalCYOrPYInd |
| CHNA Conducted | Yes (1) | CHNAConductedInd |
| Community Definition | Yes (X) | CommunityDefinitionInd |
| Community Demographics | Yes (X) | CommunityDemographicsInd |
| Existing Resources | Yes (X) | ExistingResourcesInd |
| How Data Obtained | Yes (X) | HowDataObtainedInd |
| Community Health Needs | Yes (X) | CommunityHealthNeedsInd |
| Other Health Issues | Yes (X) | OtherHealthIssuesInd |
| Community Hlth Needs Id Process | Yes (X) | CommunityHlthNeedsIdProcessInd |
| Consulting Process | Yes (X) | ConsultingProcessInd |
| Prior CHNA Impact | Yes (X) | PriorCHNAImpactInd |
| CHNA Conducted | 21 | CHNAConductedYr |
| Take Into Account Others Input | Yes (1) | TakeIntoAccountOthersInputInd |
| CHNA Conducted With Other Fclts | Yes (1) | CHNAConductedWithOtherFcltsInd |
| CHNA Conducted With Non Fclts | Yes (1) | CHNAConductedWithNonFcltsInd |
| CHNA Report Widely Available | Yes (1) | CHNAReportWidelyAvailableInd |
| Rpt Available On Own Website | Yes (X) | RptAvailableOnOwnWebsiteInd |
| Own Website URL | SEE PART V, PAGE 8 | OwnWebsiteURLTxt |
| Paper Copy Public Inspection | Yes (X) | PaperCopyPublicInspectionInd |
| Rpt Available Thru Other Method | Yes (X) | RptAvailableThruOtherMethodInd |
| Implementation Strategy Adopt | Yes (1) | ImplementationStrategyAdoptInd |
| Implementation Strategy Adpt | 21 | ImplementationStrategyAdptYr |
| Strategy Posted Website | Yes (1) | StrategyPostedWebsiteInd |
| Strategy Website URL | SEE PART V, PAGE 8 | StrategyWebsiteURLTxt |
| Organization Incur Excise Tax | 0 | OrganizationIncurExciseTaxInd |
| Elig Criteria Explained | Yes (1) | EligCriteriaExplainedInd |
| FPG Family Incm Lmt Free Dscnt | Yes (X) | FPGFamilyIncmLmtFreeDscntInd |
| FPG Family Incm Lmt Free Care | 300.000000000000 | FPGFamilyIncmLmtFreeCarePct |
| FPG Family Incm Lmt Dscnt Care | 600.000000000000 | FPGFamilyIncmLmtDscntCarePct |
| Asset Level Criteria | Yes (X) | AssetLevelCriteriaInd |
| Medical Indigency Criteria | Yes (X) | MedicalIndigencyCriteriaInd |
| Insurance Status Criteria | Yes (X) | InsuranceStatusCriteriaInd |
| Underinsurance Stat Criteria | Yes (X) | UnderinsuranceStatCriteriaInd |
| Residency Criteria | Yes (X) | ResidencyCriteriaInd |
| Other Criteria | Yes (X) | OtherCriteriaInd |
| Explained Basis | Yes (1) | ExplainedBasisInd |
| App Financial Asst Expln | Yes (1) | AppFinancialAsstExplnInd |
| Described Info | Yes (X) | DescribedInfoInd |
| Described Suprt Doc | Yes (X) | DescribedSuprtDocInd |
| Provided Hospital Contact | Yes (X) | ProvidedHospitalContactInd |
| Provided Nonprofit Contact | Yes (X) | ProvidedNonprofitContactInd |
| Includes Publicity Measures | Yes (1) | IncludesPublicityMeasuresInd |
| FAP Available On Website | Yes (X) | FAPAvailableOnWebsiteInd |
| FAP Available On Website URL | SEE PART V, PAGE 8 | FAPAvailableOnWebsiteURLTxt |
| FAP App Available On Website | Yes (X) | FAPAppAvailableOnWebsiteInd |
| FAP App Available On Website URL | SEE PART V, PAGE 8 | FAPAppAvailableOnWebsiteURLTxt |
| FAP Summary On Website | Yes (X) | FAPSummaryOnWebsiteInd |
| FAP Summary On Website URL | SEE PART V, PAGE 8 | FAPSummaryOnWebsiteURLTxt |
| FAP Avlbl On Request No Charge | Yes (X) | FAPAvlblOnRequestNoChargeInd |
| FAP App Avlbl On Request No Chrg | Yes (X) | FAPAppAvlblOnRequestNoChrgInd |
| FAP Sum Avlbl On Request No Chrg | Yes (X) | FAPSumAvlblOnRequestNoChrgInd |
| Notified FAP Copy Bill Display | Yes (X) | NotifiedFAPCopyBillDisplayInd |
| Communtity Notified FAP | Yes (X) | CommuntityNotifiedFAPInd |
| FAP Translated | Yes (X) | FAPTranslatedInd |
| FAP Actions On Nonpayment | Yes (1) | FAPActionsOnNonpaymentInd |
| Permit No Actions | Yes (X) | PermitNoActionsInd |
| Collection Activities | 0 | CollectionActivitiesInd |
| Provided Written Notice | Yes (X) | ProvidedWrittenNoticeInd |
| Made Effort Orally Notify | Yes (X) | MadeEffortOrallyNotifyInd |
| Processed FAP Application | Yes (X) | ProcessedFAPApplicationInd |
| Made Presumptive Elig Determ | Yes (X) | MadePresumptiveEligDetermInd |
| Nondis Emergency Care Policy | Yes (1) | NondisEmergencyCarePolicyInd |
| Look Back Medicare Private | Yes (X) | LookBackMedicarePrivateInd |
| Amounts Generally Billed | 0 | AmountsGenerallyBilledInd |
| Gross Charges | 0 | GrossChargesInd |
Supplemental Information SupplementalInformationGrp (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| MERITER HOSPITAL, INC. | PART V, SECTION B, LINE 5: HEALTHY DANE IS A COMMUNITY COLLABORATIVE COMPRISED OF 4 DANE COUNTY HOSPITALS (UNITYPOINT HEALTH MERITER, SSM HEALTH ST. MARY'S HOSPITAL MADISON, STOUGHTON HEALTH, AND UW HEALTH), GROUP HEALTH COOPERATIVE SOUTH CENTRAL WISCONSIN AND PUBLIC HEALTH MADISON AND DANE COUNTY. THE GROUP CAME TOGETHER TO ASSESS COMMUNITY HEALTH NEEDS. THE MEMBERS OF HEALTHY DANE HAVE A LONG HISTORY OF COLLABORATION PARTICULARLY AROUND ISSUES AFFECTING ACCESS TO HEALTHCARE. THE DEVELOPMENT OF HEALTHY DANE IS ANOTHER EXAMPLE OF HOW AREA HOSPITALS AND THE LOCAL HEALTH DEPARTMENT WORK TOGETHER TO IMPROVE THE HEALTH OF ALL DANE COUNTY RESIDENTS. THE GROUP RECOGNIZES THAT HEALTH ISSUES THAT ARE IDENTIFIED IN THIS ASSESSMENT MAY BE LARGER AND MORE COMPLEX THAN ONE ORGANIZATION CAN ADDRESS. WE ARE COMMITTED TO WORKING TOGETHER, ALONG WITH OTHER DANE COUNTY PARTNERS AND RESIDENTS, TO UNDERSTAND AND ADDRESS THE NEEDS OF THE COMMUNITY IN COORDINATED AND EFFECTIVE WAYS. THIS COMMUNITY HEALTH ASSESSMENT INCLUDED SIGNIFICANT INPUT FROM THE COMMUNITY AND A DETAILED EXAMINATION OF PUBLIC HEALTH DATA. COMMUNITY INPUT WAS COLLECTED THROUGH A COMMUNITY HEALTH SURVEY THAT WAS MADE AVAILABLE IN ENGLISH, SPANISH AND HMONG AND THROUGH VIRTUAL AND INPERSON COMMUNITY INPUT SESSIONS AND KEY INFORMANT INTERVIEWS. AN ADDITIONAL HEALTHCARE PROVIDER SURVEY GATHERED ADDITIONAL INPUT AND INSIGHTS FROM HEALTHCARE PROVIDERS ABOUT THE HEALTH NEEDS AND CHALLENGES OF THEIR PATIENTS. MUCH SECONDARY DATA WAS EXAMINED TO FURTHER EXPLORE AND UNDERSTAND HEALTH NEEDS AND IMPEDIMENTS TO GOOD HEALTH. MOST DATA CAME FROM HEALTHYDANE.ORG WHICH UTILIZES DATA FROM THE NATIONAL CANCER INSTITUTE, THE ENVIRONMENTAL PROTECTION AGENCY, U.S. CENSUS BUREAU, THE U.S. DEPARTMENT OF EDUCATION, AS WELL AS OTHER NATIONAL, STATE AND REGIONAL SOURCES. THIS ASSESSMENT INCLUDED DATA AND FINDINGS FROM THE 2021 DANE COUNTY YOUTH ASSESSMENT (DCYA). THE DCYA IS A COLLABORATIVE EFFORT LED BY THE DANE COUNTY YOUTH COMMISSION IN PARTNERSHIP WITH THE UNITED WAY OF DANE COUNTY, PUBLIC HEALTH MADISON & DANE COUNTY, THE CITY OF MADISON, AND PUBLIC AND PRIVATE SCHOOLS IN DANE COUNTY. SINCE 1980, DANE COUNTY YOUTH IN GRADES 7-12 HAVE BEEN SURVEYED REGARDING THEIR EXPERIENCES AT HOME, IN SCHOOL AND IN THEIR COMMUNITIES. SURVEY TOPICS INCLUDE ALCOHOL/DRUG USE, LEVEL OF SCHOOL ENGAGEMENT, USE OF FREE TIME, HEALTH AND NUTRITION, MENTAL HEALTH, FAMILY RELATIONSHIPS, AND RISK BEHAVIORS. DCYA DATA OFFERS A COMPREHENSIVE PROFILE OF THE NEEDS AND INTERESTS OF DANE COUNTY YOUTH. IN 2021, 26,993 YOUTH COMPLETED THE SURVEY. |
| MERITER HOSPITAL, INC. | PART V, SECTION B, LINE 6A: SSM/ST. MARY'S, STOUGHTON HOSPITAL AND UW HEALTH |
| MERITER HOSPITAL, INC. | PART V, SECTION B, LINE 6B: THE HEALTHY DANE COLLABORATIVE INCLUDES PUBLIC HEALTH MADISON DANE COUNTY AND GHC OF SOUTH-CENTRAL WI AS PRIMARY PARTNERS IN ITS WORK. |
| MERITER HOSPITAL, INC. | PART V, SECTION B, LINE 11: MERITER IS ADDRESSING THE NEEDS THAT ARE IDENTIFIED IN THE RECENTLY CONDUCTED CHNA: THERE WERE FOUR DIFFERENT AREAS IDENTIFIED IN THE CHNA AS PRIORITY AREAS. THEY ARE :REPRODUCTIVE JUSTICE, BEHAVIORAL HEALTH FOCUSING ON MENTAL HEALTH AND SUBSTANCE ABUSE, CHRONIC HEALTH FOCUSING ON, DIABETES CONTROL, HYPERTENSION CONTROL, BREAST CANCER SCREENING AND COLORECTAL SCREENING AND THE FINAL AREA WAS INJURY. MERITER CHOSE TO FOCUS ON THREE OF THOSE PRIORITY AREAS: REPRODUCTIVE JUSTICE, BEHAVIORAL HEALTH AND CHRONIC HEALTH. THOUGH MERITER IS NOT FOCUSING ON INJURY THAT DOES NOT MEAN WE ARE NOT DOING WORK IN THAT AREA. FOR EXAMPLE, WE ARE WORKING ON ZERO SUICIDE WHICH IS ABOUT DECREASING INJURY AND HARM. WE ARE SCREENING ALL PATIENTS AGAINST DOMESTIC VIOLENCE WHICH IS ALSO ABOUT PREVENTING INJURY. IN OUR WORK THAT WE ARE DOING WITH REPRODUCTIVE JUSTICE, WE ARE WORKING IN PARTNERSHIP WITH THE DANE COUNTY HEALTH COUNCIL TO REDUCE THE NUMBER OF BLACK LOW BIRTHWEIGHTS. THIS PARTNERSHIP INCLUDING PARTNERING WITH ALL OF THE HEALTH SYSTEMS (UW HEALTH, AND SSM), PUBLIC HEALTH, MADISON METROPOLITAN SCHOOL DISTRICT, UNITED WAY, FOUNDATION FOR BLACK WOMEN'S WELLNESS, EQT, AND QUARTZ TO HAVE CHANGE THE BIRTHING OUTCOMES FOR BLACK BIRTHING INDIVIDUALS. IN ADDITION, WE HAVE IMPLEMENTED CONNECT RX WHICH IS A CLOSE THE LOOP REFERRAL SYSTEMS. THAT BLACK BIRTHING INDIVIDUALS ARE SCREENED AT THEIR FIRST APPOINTMENTS FOR SDOH. IF THEY MEET ONE OF THE REQUIREMENTS FOR THE SDOH, THEY ARE REFERRED THROUGH THE CONNECT RX TO A COMMUNITY HEALTH WORKER. THIS COMMUNITY HEALTH WORKER HELPS CONNECT THEM TO RESOURCES THAT THEY NEED INCLUDING WORKING WITH A DOULA.BEHAVIORAL HEALTH- MERITER HAS CREATED A PILOT TO HELP WITH THE INCREASE IN THE NUMBER OF PATIENTS THAT ARE REFERRED TO THE RECOVERY COACHES WHEN THEY CAME INTO THE ER WITH AN ADDICTION. THIS PILOT WAS A PARTNERSHIP WITH SAFE COMMUNITIES, AND MERITER'S EMERGENCY ROOM. THIS PILOT INCLUDED HAVING RECOVERY COACHES BASED IN THE EMERGENCY ROOM SO THAT IF A PATIENT AGREED TO MEETING WITH A RECOVERY COACH THE RECOVERY COACH WOULD BE RIGHT THERE. IT ALSO INVOLVED PROVIDING EDUCATION TO THE STAFF IN THE EMERGENCY ROOM ABOUT SAFE COMMUNITY AND THE ROLE OF RECOVERY COACHES. THIS PILOT HELPED TO INCREASE THE NUMBER OF PATIENTS THAT WERE REFERRED TO A RECOVERY COACH. THE OTHER GOAL AROUND BEHAVIORAL HEALTH WAS TO INCREASE THE NUMBER OF PATIENTS THAT HAVE ACCESS TO INPATIENT UNIT. THIS STRATEGIC GOAL HAS BEEN WORKING AND THE NUMBER OF PATIENTS WITH ACCESS TO SERVICES HAS INCREASED. UNITYPOINT HEALTH MERITER IS ALSO WORKING WITH UW HEALTH TO DEVELOP STRATEGIC GOALS AROUND THE BEHAVIORAL HEALTH THAT WILL HELP ADDRESS THE NEEDS OF PATIENTS IN THE COMMUNITY.CHRONIC HEALTH- MERITER HAS PARTNERED WITH MOUNT ZION ONE OF THE LARGEST BLACK CHURCHES IN MADISON TO HOLD SCREENINGS AROUND DIABETES AND HYPERTENSION AND TO CONDUCT FLU AND COVID VACCINES INJECTIONS IN THE BLACK COMMUNITY. WE ALSO SURVEYED THOSE SAME INDIVIDUALS TO GET INPUT FROM THEM ABOUT WHAT WOULD HELP THEM WITH INCREASING THEIR ATTENDANCE IN APPOINTMENTS, WHAT WOULD HELP WITH GETTING THEIR DIABETES AND OTHER HEALTH ISSUES UNDER CONTROL. THE RESPONSE FROM THE SURVEY WAS 88%. WE ARE NOW GATHERING THE DATA FROM THIS SURVEY AND HOPE TO IMPLEMENT STRATEGIES THAT WILL HELP. |
| MERITER HOSPITAL, INC. | PART V, SECTION B, LINE 13H: THE COMPANY MAY RELY ON EXTERNAL SOURCES/AND OR OTHER PROGRAM ENROLLMENT RESOURCES TO DETERMINE FINANCIAL ASSISTANCE ELIGIBILITY FOR PATIENT IF: PARTICIPATES IN VARIOUS STATE OR LOCAL ASSISTANCE PROGRAMS; DECEASED WITHOUT ESTATE; FILED BANKRUPTCY; HOMELESS; CREDIT, MEDICAL RECOVERY OR PROPENSITY TO PAY SCORES; AND THIRD PARTY COLLECTION AGENCIES STATEMENTS REGARDING A PATIENT'S LIKELY INCOME LEVEL. |
| PART V, LINE 7A, CHNA REPORT: | THE CHNA REPORT WAS WIDELY AVAILABLE ON A WEBSITE (LIST URL):WWW.UNITYPOINT.ORG/ABOUT-UNITYPOINT-HEALTH/COMMUNITY-BENEFITS/COMMUNITY-HEALTH-NEEDS-ASSESSMENTS |
| PART V, LINE 10A, IMPLEMENTATION STRATEGY: | THE MOST RECENTLY ADOPTED IMPLEMENTATION STRATEGY WAS WIDELY AVAILABLE ON A WEBSITE (LIST URL):WWW.UNITYPOINT.ORG/ABOUT-UNITYPOINT-HEALTH/COMMUNITY-BENEFITS/COMMUNITY-HEALTH-NEEDS-ASSESSMENTS |
| PART V, LINE 16A, FAP WEBSITE: | THE FAP WAS WIDELY AVAILABLE ON A WEBSITE (LIST URL): WWW.UNITYPOINT.ORG/PATIENTS-AND-VISITORS/BILLING-AND-FINANCIAL-INFORMATION/FINANCIAL-ASSISTANCE |
| PART V, LINE 16B, FAP WEBSITE: | THE FAP APPLICATION FORM WAS WIDELY AVAILABLE ON A WEBSITE (LIST URL):WWW.UNITYPOINT.ORG/PATIENTS-AND-VISITORS/BILLING-AND-FINANCIAL-INFORMATION/FINANCIAL-ASSISTANCE |
| PART V, LINE 16C, FAP WEBSITE: | A PLAIN LANGUAGE SUMMARY OF THE FAP WAS WIDELY AVAILABLE ON A WEBSITE (LIST URL):WWW.UNITYPOINT.ORG/PATIENTS-AND-VISITORS/BILLING-AND-FINANCIAL-INFORMATION/FINANCIAL-ASSISTANCE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 4 | FacilityNum |
Oth Hlth Care Fclts Not Hospital OthHlthCareFcltsNotHospitalGrp
Oth Hlth Care Fclts OthHlthCareFcltsGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | FacilityFacilityTxt |
|---|---|---|---|---|
| 1 - CHILD & ADOLESCENT PSYCHIATRY | ||||
| 8001 RAYMOND ROAD | MADISON | WI | 53719 | INPATIENT PSYCHIATRY SERVICES |
| 2 - MERITER NEWSTART | ||||
| 1015 GAMMON LANE | MADISON | WI | 53719 | SUBSTANCE ABUSE TREATMENT PROGRAM |
| 3 - MERITER WELLNESS CENTER | ||||
| 501 W BELTLINE HWY SUITE 207 | MADISON | WI | 53713 | CARDIOVASCULAR & PULMONARY REHAB & NUTRITION |
| 4 - CENTER FOR PERINATAL CARE | ||||
| 202 S PARK ST | MADISON | WI | 53715 | PREGNANCY CARE |
Supplemental Information Detail SupplementalInformationDetail (12 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 6A: | A COMMUNITY BENEFIT REPORT IS FILED ON BEHALF OF MERITER HEALTH SERVICES; MERITER HOSPITAL IS A SUBSIDIARY. THE COMMUNITY BENEFIT TEXT IN THIS RETURN REPRESENTS THE HOSPITAL. |
| PART I, LINE 7: | A COST-TO-CHARGE RATIO (FROM WORKSHEET 2) IS USED TO CALCULATE THE AMOUNTS ON LINE 7A. THE AMOUNTS ON LINES 7B-7C (UNREIMBURSED MEDICAID AND OTHER MEANS-TESTED GOVERNMENT PROGRAMS) ARE OBTAINED FROM A COST ACCOUNTING SYSTEM OF APPLICABLE PATIENT SEGMENTS. SEGMENTS NOT PASSED TO COST ACCOUNTING SYSTEM USE SEGMENT SPECIFIC COST-TO-CHARGE RATIO. THE AMOUNTS FOR LINES 7E, F, H, AND I WOULD COME FROM THE BOOKS AND RECORDS OF SPECIFIC SEGMENTS OF THE ORGANIZATION AND ARE BASED ON COST. THE AMOUNTS ON 7G ARE DERIVED FROM A COST ACCOUNTING SYSTEM OF APPLICABLE PATIENT SEGMENTS. SEGMENTS NOT PASSED TO A COST ACCOUNTING SYSTEM USE THE COST-TO-CHARGE RATIO. |
| PART II, COMMUNITY BUILDING ACTIVITIES: | MUCH OF THE COMMUNITY BUILDING ACTIVITY IS DONE IN COLLABORATION WITH OUR HEALTHCARE PARTNERS, UW HEALTH, SSM AND QUARTZ. UPH MERITER, MEMBERS OF SSM HEALTH AND UW HEALTH MEET ANNUALLY WITH FOLKS THAT WE PROVIDE SUPPORTS TO HEAR FROM THEM AS TO HOW THE FUNDING WAS BEING USED AND TO HEAR IF THERE ARE ANY GAPS IN SERVICES. THE COLLABORATIVE PARTNERS THEN TRY TO PROBLEM SOLVE THE GAPS THAT MAY EXIST IN SERVICES. THE COLLABORATIVE PARTNERS ALSO COLLABORATE ON WHETHER OR NOT WE WILL GIVE BASED ON OUR CHNA PRIORITIES AND BASED ON THE POPULATION BEING SERVED. THE GROUP NOT ONLY COLLABORATE ON WHETHER WE SHOULD GIVE OR NOT, BUT HOW MUCH WE GIVE TO THOSE ORGANIZATIONS THAT ARE IN NEED. THE GROUPS TRIES TO ENSURE THAT WHAT WE GIVE WILL HAVE A MAXIMUM IMPACT. IN ADDITION, THE COMMUNITY ENGAGEMENT MANAGER ALSO SOLICITS INPUT FROM STAFF ON WHAT THEY SEE ARE THE GAPS TO SERVICE PARTICULARLY WITH REGARDS TO TREATMENT. FOR EXAMPLE, STAFF REPORTED TRANSPORTATION WAS A BARRIER FOR MANY PATIENTS. THE STAFF THEN PROVIDED INFORMATION ON AN ORGANIZATION THAT TRANSPORTED MOST OF UPH MERITER'S PATIENTS. UPH DID INCREASE THE AMOUNT OF FUNDING PROVIDED TO THIS TRANSPORTATION COMPANY TO HELP BUILD THEIR CAPACITY SO THAT THEY COULD BETTER SERVE OUR PATIENT POPULATION. |
| PART III, LINE 4: | THE HEALTH SYSTEM PROVIDES AN ALLOWANCE FOR DOUBTFUL ACCOUNTS BASED UPON A REVIEW OF OUTSTANDING RECEIVABLES, HISTORICAL COLLECTION INFORMATION AND EXISTING ECONOMIC CONDITIONS. AS A SERVICE TO THE PATIENT, THE HEALTH SYSTEM BILLS THIRD-PARTY PAYERS DIRECTLY AND BILLS THE PATIENT WHEN THE PATIENT'S LIABILITY IS DETERMINED. PATIENT ACCOUNTS RECEIVABLE ARE DUE IN FULL WHEN BILLED. ACCOUNTS ARE CONSIDERED DELINQUENT AND SUBSEQUENTLY WRITTEN OFF AS BAD DEBTS BASED ON INDIVIDUAL CREDIT EVALUATION AND SPECIFIC CIRCUMSTANCES OF THE ACCOUNT.THE AMOUNT REPORTED ON LINE 2 WAS CALCULATED USING IRS WORKSHEET 2 'RATIO OF PATIENT CARE COST TO CHARGES' TO CALCULATE THE COST TO CHARGE RATIO FOR ST. LUKE'S HOSPITAL. THIS RATIO WAS THEN APPLIED AGAINST THE BAD DEBT ATTRIBUTABLE TO PATIENT ACCOUNTS USING IRS WORKSHEET A TO ARRIVE AT THE BAD DEBT EXPENSE AT COST REPORTED ON LINE 2. |
| PART III, LINE 8: | AMOUNTS ON LINE 6 WERE CALCULATED USING IRS WORKSHEET B 'TOTAL MEDICARE ALLOWABLE COSTS.' THE MEDICARE ALLOWABLE COSTS WERE OBTAINED FROM THE MEDICARE COST REPORTS AND THEN REDUCED BY ANY AMOUNTS ALREADY CAPTURED IN COMMUNITY BENEFIT EXPENSE IN PART I ABOVE.THE METHODOLOGY DESCRIBED IN THE INSTRUCTIONS TO SCHEDULE H, PART III, SECTION B, LINE 6 DOES NOT TAKE INTO ACCOUNT ALL COSTS INCURRED BY THE HOSPITAL AND DOES NOT REPRESENT THE TOTAL COMMUNITY BENEFIT CONFERRED IN THIS AREA. THE MEDICARE SHORTFALL REFLECTED ON SCHEDULE H, PART III, SECTION B WAS DETERMINED USING INFORMATION FROM THE ORGANIZATION'S MEDICARE COST REPORT. HOWEVER THE MEDICARE COST REPORT DISALLOWS CERTAIN ITEMS THAT WE BELIEVE ARE LEGITIMATE EXPENSES INCURRED IN THE PROCESS OF CARING FOR OUR MEDICARE PATIENTS. EXAMPLES OF THESE ITEMS INCLUDE PROVIDER BASED PHYSICIAN EXPENSE, SELF INSURANCE EXPENSE, HOME OFFICE EXPENSE AND THE SHORTFALL FROM FEE SCHEDULE PAYMENTS. IN ADDITION TO THESE ITEMS THE MEDICARE COST REPORT AND THE COST ACCOUNTING SYSTEM DO NOT INCLUDE MEDICARE PHYSICIAN FEE SCHEDULE EXPENSE AND OFFSETTING REVENUE.THE HOSPITAL BELIEVES THE ENTIRE AMOUNT OF THE MEDICARE SHORTFALL SHOULD BE TREATED AS COMMUNITY BENEFIT, MORE SPECIFICALLY, AS CHARITY CARE. THE ELDERLY CONSTITUTE A CLEARLY-RECOGNIZED CHARITABLE CLASS, AND MANY MEDICARE BENEFICIARIES, LIKE THEIR MEDICAID COUNTERPARTS, ARE POOR AND THUS WOULD HAVE QUALIFIED FOR THE HOSPITAL'S CHARITY CARE PROGRAM, MEDICAID OR OTHER NEEDS-BASED GOVERNMENT PROGRAMS ABSENT THE MEDICARE PROGRAM. BY ACCEPTING PAYMENT BELOW COST TO TREAT THESE INDIVIDUALS, THE BURDENS OF GOVERNMENT ARE RELIEVED WITH RESPECT TO THESE INDIVIDUALS. ADDITIONALLY, THERE IS A SIGNIFICANT POSSIBILITY THAT CONTINUED REDUCTION IN REIMBURSEMENT MAY ACTUALLY CREATE DIFFICULTIES IN ACCESS FOR THESE INDIVIDUALS. FINALLY, THE AMOUNT SPENT TO COVER THE MEDICARE SHORTFALL IS MONEY NOT AVAILABLE TO COVER CHARITY CARE AND OTHER COMMUNITY BENEFIT NEEDS. |
| PART III, LINE 9B: | AFTER THE PATIENT MEETS THE QUALIFICATIONS FOR FINANCIAL ASSISTANCE, THE ACCOUNT BALANCE IS PARTIALLY OR ENTIRELY WRITTEN OFF, AS APPROPRIATE. ANY REMAINING BALANCE, IF ANY, WOULD BE COLLECTED UNDER THE NORMAL DEBT COLLECTION POLICY. |
| PART VI, LINE 2: | UPH MERITER PARTNERED WITH MOUNT ZION THE LARGEST BLACK CHURCH IN DANE COUNTY TO PROVIDE COVID VACCINATIONS AND FLU VACCINATIONS TO MEMBERS OF THE COMMUNITY. IN ADDITION TO THAT, WE PROVIDED A SURVEY TO COLLECT INFORMATION DURING THESE CLINICS TO GET INPUT AND FEEDBACK FROM FOLKS IN THE COMMUNITY ABOUT WHAT THEY ARE SEEING AS THE NEEDS. DURING THIS TIME, 88% OF PARTICIPANTS COMPLETED THE SURVEY. THE SURVEY WAS OUTSIDE OF THE CHNA WHICH PROVIDED INFORMATION ON ANY BARRIERS TO TREATMENT AND TO GAIN INSIGHT INTO WHAT WAS WORKING WELL FOR INDIVIDUALS SEEKING TREATMENT IN A VARIETY OF AREAS. |
| PART VI, LINE 3: | THE HOSPITAL COMMUNICATES THE AVAILABILITY OF FINANCIAL ASSISTANCE TO ALL PATIENTS AND WITHIN THE COMMUNITY. COPIES OF THE FINANCIAL ASSISTANCE POLICY, FINANCIAL ASSISTANCE APPLICATION AND PLAIN LANGUAGE SUMMARY ARE AVAILABLE BY MAIL, ON EACH HOSPITAL'S WEBSITE, AND IN PERSON AT EACH HOSPITAL. THE CENTRAL BILLING OFFICE IS AVAILABLE BY PHONE TO ANSWER QUESTIONS ABOUT THE POLICY, OR PATIENTS SHOULD GO TO THE CASHIER'S OFFICE AT THE HOSPITAL TO OBTAIN THIS INFORMATION. THE PLAIN LANGUAGE SUMMARY IS OFFERED AS PART OF THE PATIENT INTAKE AND/OR DISCHARGE PROCESS AND INCLUDED WHEN A PATIENT IS SENT WRITTEN NOTICE THAT EXTRAORDINARY COLLECTION ACTIONS MAY BE TAKEN AGAINST HIM/HER. THE FINANCIAL ASSISTANCE POLICY, THE PLAIN LANGUAGE SUMMARY, AND ALL FINANCIAL ASSISTANCE FORMS ARE AVAILABLE IN ENGLISH AND IN ANY OTHER LANGUAGE IN WHICH LIMITED ENGLISH PROFICIENCY (LEP) POPULATIONS CONSTITUTE THE LESSER OF 1,000 PERSONS OR MORE THAN 5% OF THE COMMUNITY SERVED BY THE HOSPITAL. THESE TRANSLATED DOCUMENTS WILL BE AVAILABLE BY MAIL, ON EACH HOSPITAL'S WEBSITE, AND IN PERSON AT EACH HOSPITAL. |
| PART VI, LINE 4: | DANE COUNTY IS IN SOUTH-CENTRAL WISCONSIN AND IS HOME TO MADISON, WISCONSIN'S CAPITAL AND THE COUNTY SEAT. DANE COUNTY IS THE SECOND MOST DENSELY POPULATED COUNTY IN WI, AND MADISON IS THE SECOND LARGEST CITY IN THE STATE. THE POPULATION GREW 12% BETWEEN 2010 AND 2019, BRINGING THE TOTAL POPULATION TO 561,504. MADISON HAS 269,840 RESIDENTS, ALMOST HALF OF THE COUNTY'S POPULATION. AND AMONG ITS RESIDENTS ARE MORE THAN 49,000 UW STUDENTS. THE RACIAL DEMOGRAPHICS IN DANE COUNTY ARE CHANGING. IN 2023, BLACK/AFRICAN AMERICANS MADE UP 4.9% OF THE DANE COUNTY POPULATION; ASIANS MADE UP 5.9%; WHITE/CAUCASIANS 77.8%; AND AMERICAN INDIAN OR ALASKA NATIVE 0.5%. IN ADDITION, 7.8% OF DANE COUNTY'S POPULATION ARE OF HISPANIC OR LATINO ETHNICITY. AN OPPORTUNITY GAP EXISTS BETWEEN WHITE STUDENTS AND STUDENTS OF COLOR IN DANE COUNTY EVIDENCED BY DISPARITIES IN EDUCATIONAL OUTCOMES. DANE COUNTY'S 96.2% HIGH SCHOOL GRADUATION RATE HAS IMPROVED SIGNIFICANTLY OVER THE YEARS AND IS NOW ABOVE THE NATIONAL AVERAGE OF 88.6%. THE PERCENT OF THE POPULATION THAT HAS AT LEAST A BACHELOR'S DEGREE IS MUCH HIGHER IN DANE COUNTY COMPARED WITH WISCONSIN AND THE US OVERALL (DANE COUNTY 45.8%, WI 31.5%, US 37.7%). THE MEDIAN HOUSEHOLD INCOME IS ALSO HIGHER IN DANE COUNTY ($82,838) THAN IN WI ($79,690). THERE IS CONSIDERABLE VARIABILITY WHEN YOU DISAGGREGATE MEDIAN HOUSEHOLD INCOME BY RACE AND ETHNICITY; THE MEDIAN INCOME FOR BLACK HOUSEHOLDS IS CLOSER TO $39,000 AND FOR HISPANIC OR LATINO HOUSEHOLDS IS JUST UNDER $44,000.DESPITE DANE COUNTY'S HIGH MEDIAN HOUSEHOLD INCOME AND LOW UNEMPLOYMENT RATE (2.5%), DANE COUNTY IS FACED WITH AN INCREASING NUMBER OF PEOPLE LIVING IN POVERTY. 10.5% OF DANE COUNTY RESIDENTS LIVE IN POVERTY, COMPARABLE TO THE STATE POVERTY RATE BUT TRENDING IN A WORSENING DIRECTION. THE DISPROPORTIONATE IMPACT OF POVERTY ON COMMUNITY'S COLOR IS EVEN MORE PROFOUND WHEN LOOKING AT RATES OF CHILDREN LIVING IN POVERTY. OVERALL, 31.3% OF CHILDREN IN DANE COUNTY ARE ELIGIBLE FOR FREE OR REDUCED-PRICE LUNCH. |
| PART VI, LINE 5: | MOST OF UPH MERITER'S GOVERNING BODY IS COMPRISED OF PERSONS WHO RESIDE IN THE DANE COUNTY AREA WHICH IS THE ORGANIZATION'S PRIMARY SERVICE AREA. THESE INDIVIDUALS ARE NEITHER EMPLOYEES OR INDEPENDENT CONTRACTOR. THEY ARE MAINLY INDIVIDUALS THAT HAVE A VESTED INTEREST IN IMPROVING THE HEALTH OF THE COMMUNITY AND UPH MERITER AS A WHOLE.IN ADDITION, UPH MERITER ALSO HAS A COMMUNITY HEALTH IMPROVEMENT COMMITTEE WHICH IS MADE UP OF COMMUNITY LEADERS WHO PROVIDE INPUT AS WELL AS FEEDBACK TO THE ORGANIZATIONS ON THE HEALTH PRIORITIES, THE CHNA, AND THE STRATEGIES THAT ARE IMPLEMENTED THROUGHOUT THE HOSPITAL. THE ORGANIZATION EXTENDS MEDICAL STAFF PRIVILEGES TO ALL QUALIFIED PHYSICIANS IN ITS COMMUNITY FOR SOME OR ALL ITS DEPARTMENTS OR SPECIALTIES; AND THE ORGANIZATION UPH MERITER APPLIES SURPLUS FUNDS TO IMPROVEMENTS IN FACILITIES AND EQUIPMENT, PATIENT CARE, MEDICAL TRAINING, EDUCATION, AND RESEARCH. |
| PART VI, LINE 6: | THIS ENTITY IS PART OF IOWA HEALTH SYSTEM (D/B/A UNITYPOINT HEALTH), THE NATION'S FIFTH LARGEST NON-DENOMINATIONAL HEALTH SYSTEM WITH $4.8B IN OPERATING REVENUE AND 29,000 TEAM MEMBERS. AS AN INTEGRATED HEALTH SYSTEM, UNITYPOINT HEALTH PROVIDES CARE THROUGHOUT IOWA, WESTERN ILLINOIS AND SOUTHERN WISCONSIN IN NOT-FOR-PROFIT HOSPITALS, CLINICS AND OTHER HEALTHCARE FACILITIES. UNITYPOINT HEALTH OPERATES: 17 REGIONAL HOSPITALS; OVER 375 CLINICS; 19 COMMUNITY NETWORK HOSPITALS; 12 HOME CARE AREAS OF SERVICE; FIVE AFFILIATED COMMUNITY MENTAL HEALTH CENTERS; THREE ACCREDITED UNITYPOINT HEALTH COLLEGES; AN ACCOUNTABLE CARE ORGANIZATION; AND HAS INSURANCE PRESENCE ACROSS ALL OF ITS MARKETS. UNITYPOINT HEALTH AND ITS AFFILIATES ENGAGE IN COMMUNITY HEALTH PROGRAMS AND SERVICES AND WORK WITH VOLUNTEER AND CIVIC ORGANIZATIONS, SCHOOLS, BUSINESSES, INSURERS AND INDIVIDUALS TO SUPPORT ACTIVITIES THAT BENEFIT PEOPLE THROUGHOUT THEIR REGIONS. IN 2023, UNITYPOINT HEALTH AND ITS AFFILIATES PROVIDED MORE THAN $232 MILLION OF COMMUNITY BENEFIT. THE CONTRIBUTIONS TO THEIR COMMUNITIES BY UNITYPOINT HEALTH AND ITS AFFILIATES ARE REPORTED IN DETAIL IN STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS (PART III) OF THE IRS FORM 990 OF THOSE AFFILIATES. |
| PART VI, LINE 7, REPORTS FILED WITH STATES | WI |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MERITER FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 202 S PARK STREET | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 537151596 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 237098688 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $100,215 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Purpose Of Grant | HOSPITAL PROGRAMS | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | HOSPITAL SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 25 | RecipientCnt |
| Cash Grant | $29,802 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | GRANTS ARE MADE UPON A SPECIFIC PROJECT REQUEST AND ONLY MADE TO ORGANIZATIONS THAT WE HAVE A WORKING RELATIONSHIP WITH AND SHARE A COMMON GOAL OF COMMUNITY BENEFIT. GRANTS ARE ONLY MADE TO 501 (C)(3) ORGANIZATIONS WHICH MUST COMPLETE FORM 990S AND ANNUAL REPORTS. PART III - SCHOLARSHIPS ARE AWARDED TO INDIVIDUALS WHO HAVE SUBMITTED REQUIRED APPLICATION AND SUPPORTING DOCUMENTATION. A SELECTION COMMITTEE REVIEWS THE REQUESTS, EVALUATES EACH APPLICATION BASED UPON FINANCIAL NEED, ACADEMIC RECORD, EXTRA CURRICULAR WORK/VOLUNTEERING, RECOMMENDATION AND ESSAY. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (14 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SUE ERICKSON TO 622 | ||||||||||||||
| FORMER CEO UPH-MERITER | $0 | $700,603 | $0 | $488,275 | $0 | $636,519 | $0 | $123,196 | $0 | $20,842 | $0 | $1,969,435 | $0 | $659,106 |
| JAMES ARNETT | ||||||||||||||
| BOARD MEMBER/PRESIDENT/CEO | $0 | $430,516 | $0 | $304,419 | $0 | $7,737 | $0 | $65,625 | $0 | $30,952 | $0 | $839,249 | $0 | $0 |
| PAM WETZEL MD | ||||||||||||||
| CMO/ASST SECRETARY | $0 | $446,668 | $0 | $150,864 | $0 | $12,851 | $0 | $13,200 | $0 | $22,792 | $0 | $646,375 | $0 | $379,039 |
| BETH ERDMAN | ||||||||||||||
| CFO/TREASURER | $0 | $327,266 | $0 | $92,774 | $0 | $7,073 | $0 | $13,200 | $0 | $35,461 | $0 | $475,774 | $0 | $306,345 |
| SHERRY CASALI | ||||||||||||||
| CHIEF NURSING OFFICER | $0 | $282,734 | $0 | $104,351 | $0 | $9,568 | $0 | $47,400 | $0 | $14,366 | $0 | $458,419 | $0 | $0 |
| JASON YELK DO | ||||||||||||||
| BOARD MEMBER | $0 | $317,937 | $0 | $25,500 | $0 | $1,099 | $0 | $16,500 | $0 | $35,387 | $0 | $396,423 | $0 | $0 |
| SHANA WUEBBEN | ||||||||||||||
| VP HR/SECRETARY | $0 | $232,408 | $0 | $89,920 | $0 | $4,874 | $0 | $13,123 | $0 | $34,544 | $0 | $374,869 | $0 | $0 |
| CHRISTINA JACKSON | ||||||||||||||
| CHIEF OPERATING OFFICER | $0 | $257,712 | $0 | $0 | $0 | $6,033 | $0 | $10,556 | $0 | $27,272 | $0 | $301,573 | $0 | $0 |
| CARLA GRIFFIN | ||||||||||||||
| EXECUTIVE DIRECTOR JOA | $198,572 | $0 | $32,167 | $0 | $2,305 | $0 | $9,429 | $0 | $22,198 | $0 | $264,671 | $0 | $0 | $0 |
| HEIDI MANLEY | ||||||||||||||
| REGISTERED NURSE | $178,607 | $0 | $18,339 | $0 | $742 | $0 | $8,199 | $0 | $35,119 | $0 | $241,006 | $0 | $0 | $0 |
| JULIE RICE | ||||||||||||||
| REGISTERED NURSE | $200,892 | $0 | $2,000 | $0 | $999 | $0 | $8,202 | $0 | $23,215 | $0 | $235,308 | $0 | $0 | $0 |
| KRISTINE HOLMES | ||||||||||||||
| DIR MED/SURG NURSE | $183,175 | $0 | $28,633 | $0 | $920 | $0 | $8,705 | $0 | $5,627 | $0 | $227,060 | $0 | $0 | $0 |
| MICHAEL NYFFELER | ||||||||||||||
| PHARMACY CLINICAL MANAGER | $187,740 | $0 | $7,913 | $0 | $4,421 | $0 | $8,254 | $0 | $8,061 | $0 | $216,389 | $0 | $0 | $0 |
| ART NIZZA DSW TO 118 | ||||||||||||||
| FORMER CEO UPH-MERITER | $0 | $0 | $0 | $0 | $0 | $156,611 | $0 | $0 | $0 | $0 | $0 | $156,611 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINES 4A-B | SEVERANCE PAYMENTS: THE FOLLOWING INDIVIDUAL(S) RECEIVED SEVERANCE PAYMENTS DURING THE YEAR THAT WERE INCLUDED IN THEIR TAXABLE INCOME: ART NIZZA, DSW $156,611 NONQUALIFIED RETIREMENT PLAN CONTRIBUTIONS: THE FOLLOWING INDIVIDUAL(S) PARTICIPATED IN AND RECEIVED CONTRIBUTIONS IN A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN: JAMES ARNETT $ 52,425, SHERRY CASALI $ 34,200, & SUE ERICKSON $ 106,696. NONQUALIFIED RETIREMENT PLAN DISTRIBUTIONS: THE FOLLOWING INDIVIDUAL(S) PARTICIPATED IN AND RECEIVED PAYMENTS FROM A SUPPLEMENTAL NON-QUALIFIED PLAN: SUE ERICKSON $ 610,678, BETH ERDMAN $ 282,550 & PAM WETZEL $ 349,479. PAYOUTS ARE MADE WITH VESTED FUNDS, AS ESTABLISHED BY PLAN DOCUMENTS. |
| 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. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | MERITER HEALTH SERVICES, INC., A TAX-EXEMPT, WISCONSIN NOT-FOR-PROFIT CORPORATION, IS THE SOLE MEMBER. |
| FORM 990, PART VI, SECTION A, LINE 7A | MERITER HEALTH SERVICES, INC., AS SOLE MEMBER, SHALL APPOINT ALL MEMBERS OF THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION A, LINE 7B | MERITER HEALTH SERVICES, INC., AS SOLE MEMBER, SHALL AUTHORIZE OR APPROVE THE FOLLOWING ACTIONS: (A) MERGER, CONSOLIDATION OR DISSOLUTION OF THE CORPORATION; (B) AMENDMENT OR RESTATEMENT OF THE ARTICLES OF INCORPORATION OF THE CORPORATION; (C) A SALE, LEASE, EXCHANGE, OR OTHER DISPOSITION OF ALL, OR SUBSTANTIALLY ALL, THE PROPERTY AND ASSETS OF THE CORPORATION; (D) THE ESTABLISHMENT, FORMATION, ACQUISITION, MERGER, CONSOLIDATION OR DISSOLUTION OF ANY SUBSIDIARY CORPORATION OF THE CORPORATION; (E) THE ADOPTION OF THE AGGREGATE ANNUAL OPERATING AND CAPITAL BUDGETS OF THE CORPORATION; (F) AGGREGATE BORROWING FOR PERIODS OF ONE (1) YEAR OR LESS FOR ANY PURPOSE IN EXCESS OF A DOLLAR AMOUNT TO BE ESTABLISHED BY THE VOTING MEMBER FROM TIME TO TIME; AND AGGREGATE BORROWING FOR PERIODS OF MORE THAN ONE (1) YEAR FOR ANY PURPOSE IN EXCESS OF A DOLLAR AMOUNT TO BE ESTABLISHED BY THE VOTING MEMBER FROM TIME TO TIME. FOR THE PURPOSE OF THIS SUBPARAGRAPH, THE TERM AGGREGATE BORROWING MEANS BORROWINGS NOT PREVIOUSLY INCLUDED IN THE OPERATING AND/OR CAPITAL BUDGETS, AND INCLUDES BUT IS NOT LIMITED TO LEASE AGREEMENTS AND CONTRACTS FOR SALE; (G) THE PURCHASE, SALE, LEASE, DISPOSITION, HYPOTHECATION, EXCHANGE, GIFT, PLEDGE, AND ENCUMBRANCE OF ANY ASSET, REAL OR PERSONAL, WITH A VALUE IN EXCESS OF A DOLLAR AMOUNT TO BE ESTABLISHED BY THE VOTING MEMBER FROM TIME TO TIME, NOT PREVIOUSLY INCLUDED IN THE CAPITAL BUDGET; (H) THE APPOINTMENT OF THE INDEPENDENT AUDITOR AND CORPORATE COUNSEL. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PREPARED BY UNITYPOINT HEALTH'S CORPORATE SERVICES TAX DEPARTMENT AND GOES THROUGH TWO LEVELS OF REVIEW WITHIN THE DEPARTMENT WITH ULTIMATE APPROVAL BY THE DIRECTOR OF TAX SERVICES. THE DIRECTOR OF TAX SERVICES MEETS WITH THE FINANCE EXECUTIVE AND REVIEWS KEY PARTS OF THE FORM 990 UTILIZING A PRESENTATION SUMMARY. A COPY OF THE FORM 990 IS GIVEN TO EACH MEMBER OF THE BOARD VIA THE BOARD PORTAL ALONG WITH A REVIEW GUIDE. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE HOSPITAL BOARDS OF DIRECTORS CONSISTENTLY MONITOR AND ENFORCE COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. ON A PROACTIVE BASIS, DECLARATIONS OF POTENTIAL CONFLICTS OF INTEREST ARE SIGNED WHEN EACH DIRECTOR JOINS THE BOARD AND ANNUALLY THEREAFTER. THE CEO AND BOARD CHAIR MONITOR THE POTENTIAL CONFLICTS DISCLOSED BY BOARD MEMBERS AND MANAGE ATTENDANCE AT MEETINGS AND PARTICIPATION IN VOTES ACCORDING TO THE ISSUE ON THE AGENDA. INDIVIDUAL DIRECTORS ALSO MONITOR THEIR POTENTIAL CONFLICTS AND RECUSE THEMSELVES FROM BOARD DISCUSSION AND/OR VOTES AS REQUIRED BY THE CIRCUMSTANCES. THE PROCESS OF MANAGING CONFLICTS OF INTEREST IS RECORDED IN THE MEETING MINUTES. |
| FORM 990, PART VI, SECTION B, LINE 15 | 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. THE REVIEW OF COMPENSATION AND BENEFITS WAS LAST PERFORMED IN DECEMBER 2023 FOR THE FOLLOWING INDIVIDUALS: JAMES ARNETT, SHERRY CASALI, BETH ERDMAN, CHRISTINA JACKSON, PAMELA WETZEL, & SHANA WUEBBEN. THE COMPENSATION AND BENEFITS OF THE OTHER PERSONS LISTED ON FORM 990, PART VII WAS ESTABLISHED BY AN INDEPENDENT PERSON/COMMITTEE USING AN INDEPENDENT COMPENSATION CONSULTANT AND/OR COMPENSATION SURVEY OR STUDY FOR SIMILARLY QUALIFED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS. COMPENSATION AND BENEFITS ARE BASED ON THE FAIR MARKET VALUE OF THE SERVICES PROVIDED TO THE ORGANIZATION. |
| FORM 990, PART VI, SECTION C, LINE 18 | BECAUSE THE ORGANIZATION FILED ITS FORM 1023 BEFORE JULY 1987 AND DID NOT HAVE A COPY OF FORM 1023 ON THAT DATE, IT IS NOT REQUIRED TO MAKE ITS FORM 1023 AVAILABLE FOR PUBLIC INSPECTION. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST THROUGH THE IOWA HEALTH SYSTEM, OUR PARENT ORGANIZATION, LEGAL DEPARTMENT. THE ORGANIZATION'S CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE PUBLICLY AVAILABLE ON THE IOWA HEALTH SYSTEM WEBSITE, WWW.UNITYPOINT.ORG. |
| FORM 990, PART XI, LINE 9: | CHANGES IN PENSION LIABILITY 7,403,897. ASSETS RELEASED WITHOUT DONOR RESTRICTION 415,086. ASSETS RELEASED WITH DONOR RESTRICTION FOUNDATION 1,110,714. UPH TRANSFERS -2,399,612. RELEASED FOR CAPITAL AND OTHER 3,589,114. OTHER -516,319. |
| FORM 990, LINE J, WEBSITE: | WWW.UNITYPOINT.ORG/LOCATIONS/UNITYPOINT-HEALTH---MERITER-HOSPITAL |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (52 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| ABBE CENTER FOR COMMUNITY MENTAL HEALTH INC | ||||||||||
| 740 N 15TH AVE NO A | HIAWATHA | IA | 52233 | 421045257 | MENTAL HEALTH CARE | IA | 501(C)(3) | 509(A)(2) | ABBEHEALTH INC | 0 |
| ABBEHEALTH INC | ||||||||||
| 740 N 15TH AVE NO A | HIAWATHA | IA | 52233 | 421373123 | SUPPORT AFFILIATES' MISSION TO IMPROVE HEALTH CARE | IA | 501(C)(3) | 509(A)(3), TYPE III | ST LUKE'S HEALTHCARE | 0 |
| AGING SERVICES INC | ||||||||||
| 740 N 15TH AVE NO A | HIAWATHA | IA | 52233 | 237085316 | SENIOR SERVICES | IA | 501(C)(3) | 170(B)(1) (A)(VI) | ABBEHEALTH INC | 0 |
| ALLEN COLLEGE | ||||||||||
| 1825 LOGAN AVENUE | WATERLOO | IA | 50703 | 421351526 | EDUCATE AND DEVELOP HEALTHCARE PROFESSIONALS | IA | 501(C)(3) | 170(B)(1) (A)(II) | ALLEN HEALTH SYSTEMS INC | 0 |
| ALLEN HEALTH SYSTEMS INC | ||||||||||
| 1825 LOGAN AVENUE | WATERLOO | IA | 50703 | 421201924 | SUPPORT AFFILIATES' MISSION TO IMPROVE HEALTH CARE | IA | 501(C)(3) | 509(A)(3), TYPE II | IOWA HEALTH SYSTEM | 0 |
| ALLEN MEMORIAL HOSPITAL CORPORATION | ||||||||||
| 1825 LOGAN AVENUE | WATERLOO | IA | 50703 | 420698265 | HOSPITAL | IA | 501(C)(3) | 170(B)(1) (A)(III) | ALLEN HEALTH SYSTEMS INC | 0 |
| ANAMOSA AREA AMBULANCE SERVICE | ||||||||||
| 101 GRANT WOOD DRIVE | ANAMOSA | IA | 52205 | 421466284 | PROVIDE AMBULANCE SERVICES | IA | 501(C)(3) | 509(A)(2) | ST LUKE'SJONES REGIONAL MEDICAL CENTER | 0 |
| BLACK HAWK-GRUNDY MENTAL HEALTH CENTER INC | ||||||||||
| 3251 WEST NINTH STREET | WATERLOO | IA | 50702 | 420733463 | MENTAL HEALTH CARE | IA | 501(C)(3) | 170(B)(1) (A)(VI) | ALLEN HEALTH SYSTEMS INC | 0 |
| CENTER FOR ALCOHOL AND DRUG SERVICES INC | ||||||||||
| 4869 FOREST GROVE DRIVE | BETTENDORF | IA | 52722 | 421134273 | SUBSTANCE ABUSE SERVICES | IA | 501(C)(3) | 170(B)(1) (A)(VI) | THE ROBERT YOUNG CENTER FOR COMMUNITY MENTAL HEALTH | 0 |
| CENTRAL IOWA HEALTH PROPERTIES CORPORATION | ||||||||||
| 1200 PLEASANT STREET | DES MOINES | IA | 50309 | 421233759 | PROPERTY HOLDING COMPANY | IA | 501(C)(2) | CENTRAL IOWA HEALTH SYSTEM | 0 | |
| CENTRAL IOWA HEALTH SYSTEM | ||||||||||
| 1200 PLEASANT STREET | DES MOINES | IA | 50309 | 421189791 | SUPPORT AFFILIATES' MISSION TO IMPROVE HEALTH CARE | IA | 501(C)(3) | 509(A)(3), TYPE II | IOWA HEALTH SYSTEM | 0 |
| CENTRAL IOWA HOSPITAL CORPORATION | ||||||||||
| 1200 PLEASANT STREET | DES MOINES | IA | 50309 | 420680452 | HOSPITAL | IA | 501(C)(3) | 170(B)(1) (A)(III) | CENTRAL IOWA HEALTH SYSTEM | 0 |
| DES MOINES AREA MEDICAL EDUCATION CONSORTIUM INC | ||||||||||
| 1415 WOODLAND AVE SUITE 130 | DES MOINES | IA | 50309 | 421412497 | COORDINATION OF MEDICAL EDUCATION PROGRAMS | IA | 501(C)(3) | 509(A)(3), TYPE III | 0 | |
| EYERLY-BALL COMMUNITY MENTAL HEALTH SERVICES | ||||||||||
| 945 19TH STREET | DES MOINES | IA | 50314 | 420942273 | MENTAL HEALTH CARE | IA | 501(C)(3) | 509(A)(2) | CENTRAL IOWA HEALTH SYSTEM | 0 |
| FINLEY TRI-STATES HEALTH GROUP INC | ||||||||||
| 350 NORTH GRANDVIEW AVENUE | DUBUQUE | IA | 52001 | 421307495 | SUPPORT AFFILIATES' MISSION TO IMPROVE HEALTH CARE | IA | 501(C)(3) | 509(A)(3), TYPE II | IOWA HEALTH SYSTEM | 0 |
| GRINNELL REGIONAL MEDICAL CENTER | ||||||||||
| 210 FOURTH AVENUE | GRINNELL | IA | 50112 | 420933383 | HOSPITAL | IA | 501(C)(3) | 170(B)(1) (A)(III) | CENTRAL IOWA HEALTH SYSTEM | 0 |
| GRINNELL REGIONAL MEDICAL CENTER FOUNDATION | ||||||||||
| 210 FOURTH AVENUE | GRINNELL | IA | 50112 | 421454737 | CHARITABLE FUNDRAISING | IA | 501(C)(3) | 170(B)(1) (A)(VI) | GRINNELL REGIONAL MEDICAL CENTER | 0 |
| IOWA HEALTH FOUNDATION | ||||||||||
| 1415 WOODLAND AVE SUITE E-200 | DES MOINES | IA | 50309 | 421467682 | CHARITABLE FUNDRAISING | IA | 501(C)(3) | 170(B)(1) (A)(VI) | CENTRAL IOWA HEALTH SYSTEM | 0 |
| IOWA HEALTH SYSTEM | ||||||||||
| 1776 WEST LAKES PKWY 400 | WEST DES MOINES | IA | 50266 | 421435199 | SUPPORT AFFILIATES' MISSION TO IMPROVE HEALTH CARE | IA | 501(C)(3) | 509(A)(3), TYPE III | 0 | |
| IOWA PHYSICIANS CLINIC MEDICAL FOUNDATION | ||||||||||
| 1776 WEST LAKES PKWY 400 | WEST DES MOINES | IA | 50266 | 421411630 | PRIMARY HEALTH CARE SERVICES | IA | 501(C)(3) | 170(B)(1) (A)(III) | IOWA HEALTH SYSTEM | 0 |
| MEMORIAL FOUNDATION OF ALLEN HOSPITAL | ||||||||||
| 1825 LOGAN AVENUE | WATERLOO | IA | 50703 | 421201138 | CHARITABLE FUNDRAISING | IA | 501(C)(3) | 170(B)(1) (A)(VI) | ALLEN HEALTH SYSTEMS INC | 0 |
| MERITER FOUNDATION INC | ||||||||||
| 202 SOUTH PARK STREET | MADISON | WI | 53715 | 237098688 | CHARITABLE FUNDRAISING | WI | 501(C)(3) | 170(B)(1) (A)(VI) | MERITER HEALTH SERVICES INC | 0 |
| MERITER HEALTH SERVICES INC | ||||||||||
| 202 SOUTH PARK STREET | MADISON | WI | 53715 | 391412318 | SUPPORT AFFILIATES' MISSION TO IMPROVE HEALTH CARE | WI | 501(C)(3) | 509(A)(3), TYPE II | IOWA HEALTH SYSTEM | 0 |
| MERITER HOSPITAL INC | ||||||||||
| 202 SOUTH PARK STREET | MADISON | WI | 53715 | 390806367 | HOSPITAL | WI | 501(C)(3) | 170(B)(1) (A)(III) | MERITER HEALTH SERVICES INC | 0 |
| NELLIE R SHERWOOD TRUST | ||||||||||
| 1026 A AVENUE NE | CEDAR RAPIDS | IA | 52402 | 426061621 | PAY MEDICAL BILLS OF RETIRED TEACHERS UNABLE TO PAY | IA | 501(C)(3) | 509(A)(3), TYPE I | ST LUKE'S METHODIST HOSPITAL | 0 |
| NORTH CENTRAL IOWA MENTAL HEALTH CENTER INCORPORATED | ||||||||||
| 720 KENYON DRIVE | FORT DODGE | IA | 50501 | 420937390 | MENTAL HEALTH CARE | IA | 501(C)(3) | 170(B)(1) (A)(III) | TRINITY HEALTH SYSTEMS INC | 0 |
| NORTHWEST IOWA HOSPITAL CORPORATION | ||||||||||
| 2720 STONE PARK BLVD | SIOUX CITY | IA | 51104 | 421019872 | HOSPITAL | IA | 501(C)(3) | 170(B)(1) (A)(III) | ST LUKE'S HEALTH SYSTEM INC | 0 |
| SIOUXLAND PACE INC | ||||||||||
| 1200 TRI VIEW AVE | SIOUX CITY | IA | 51103 | 261120134 | ALL-INCLUSIVE CARE FOR THE ELDERLY | IA | 501(C)(3) | 170(B)(1) (A)(III) | ST LUKE'S HEALTH SYSTEM INC | 0 |
| ST LUKE'S HEALTH RESOURCES | ||||||||||
| 2720 STONE PARK BLVD | SIOUX CITY | IA | 51104 | 421059182 | OUTPATIENT CLINICS AND HEALTHCARE SERVICES | IA | 501(C)(3) | 509(A)(2) | ST LUKE'S HEALTH SYSTEM INC | 0 |
| ST LUKE'S HEALTH SYSTEM INC | ||||||||||
| 2720 STONE PARK BLVD | SIOUX CITY | IA | 51104 | 421294091 | SUPPORT AFFILIATES' MISSION TO IMPROVE HEALTH CARE | IA | 501(C)(3) | 509(A)(3), TYPE III | IOWA HEALTH SYSTEM | 0 |
| ST LUKE'S HEALTHCARE | ||||||||||
| 1026 A AVENUE NE | CEDAR RAPIDS | IA | 52402 | 421487968 | SUPPORT AFFILIATES' MISSION TO IMPROVE HEALTH CARE | IA | 501(C)(3) | 509(A)(3), TYPE II | IOWA HEALTH SYSTEM | 0 |
| ST LUKE'S METHODIST HOSPITAL | ||||||||||
| 1026 A AVENUE NE | CEDAR RAPIDS | IA | 52402 | 420504780 | HOSPITAL | IA | 501(C)(3) | 170(B)(1) (A)(III) | ST LUKE'S HEALTHCARE | 0 |
| ST LUKE'SJONES REGIONAL MEDICAL CENTER | ||||||||||
| 1795 HIGHWAY 64 EAST | ANAMOSA | IA | 52205 | 421487967 | HOSPITAL | IA | 501(C)(3) | 170(B)(1) (A)(III) | ST LUKE'S HEALTHCARE | 0 |
| STL CARE COMPANY | ||||||||||
| 1026 A AVENUE NE | CEDAR RAPIDS | IA | 52402 | 421276632 | IMPROVE PUBLIC HEALTH SERVICES | IA | 501(C)(3) | 509(A)(2) | ST LUKE'S HEALTHCARE | 0 |
| THE DUBUQUE VISITING NURSE ASSOCIATION | ||||||||||
| 350 NORTH GRANDVIEW AVENUE | DUBUQUE | IA | 52001 | 420680410 | PUBLIC HEALTH SERVICES/HOME CARE | IA | 501(C)(3) | 509(A)(2) | FINLEY TRI-STATES HEALTH GROUP INC | 0 |
| THE FINLEY HOSPITAL | ||||||||||
| 350 NORTH GRANDVIEW AVENUE | DUBUQUE | IA | 52001 | 420680354 | HOSPITAL | IA | 501(C)(3) | 170(B)(1) (A)(III) | FINLEY TRI-STATES HEALTH GROUP INC | 0 |
| THE ROBERT YOUNG CENTER FOR COMMUNITY MENTAL HEALTH | ||||||||||
| 2701 17TH STREET | ROCK ISLAND | IL | 61201 | 363678909 | MENTAL HEALTH CARE | IL | 501(C)(3) | 170(B)(1) (A)(VI) | TRINITY REGIONAL HEALTH SYSTEM | 0 |
| TRIMARK PHYSICIANS GROUP | ||||||||||
| 802 KENYON ROAD | FORT DODGE | IA | 50501 | 453791448 | SUPPORT SERVICES FOR MEDICAL CARE AND HEALTH SERVICES | IA | 501(C)(3) | 170(B)(1) (A)(III) | TRINITY HEALTH SYSTEMS INC | 0 |
| TRINITY COLLEGE OF NURSING & HEALTH SCIENCES | ||||||||||
| 2122 25TH AVE | ROCK ISLAND | IL | 61201 | 810994377 | EDUCATE AND DEVELOP HEALTHCARE PROFESSIONALS | IL | 501(C)(3) | 170(B)(1) (A)(II) | TRINITY MEDICAL CENTER | 0 |
| TRINITY HEALTH FOUNDATION | ||||||||||
| 802 KENYON ROAD | FORT DODGE | IA | 50501 | 421222381 | CHARITABLE FUNDRAISING | IA | 501(C)(3) | 170(B)(1) (A)(VI) | TRINITY HEALTH SYSTEMS INC | 0 |
| TRINITY HEALTH FOUNDATION | ||||||||||
| 2701 17TH STREET | ROCK ISLAND | IL | 61201 | 363321751 | CHARITABLE FUNDRAISING | IL | 501(C)(3) | 170(B)(1) (A)(VI) | TRINITY REGIONAL HEALTH SYSTEM | 0 |
| TRINITY HEALTH SYSTEMS INC | ||||||||||
| 802 KENYON ROAD | FORT DODGE | IA | 50501 | 421222877 | SUPPORT AFFILIATES' MISSION TO IMPROVE HEALTH CARE | IA | 501(C)(3) | 509(A)(3), TYPE II | IOWA HEALTH SYSTEM | 0 |
| TRINITY MEDICAL CENTER | ||||||||||
| 2701 17TH STREET | ROCK ISLAND | IL | 61201 | 362739299 | HOSPITAL | IL | 501(C)(3) | 170(B)(1) (A)(III) | TRINITY REGIONAL HEALTH SYSTEM | 0 |
| TRINITY REGIONAL HEALTH SYSTEM | ||||||||||
| 2701 17TH STREET | ROCK ISLAND | IL | 61201 | 363351952 | SUPPORT AFFILIATES' MISSION TO IMPROVE HEALTH CARE | IL | 501(C)(3) | 509(A)(3), TYPE II | IOWA HEALTH SYSTEM | 0 |
| TRINITY REGIONAL MEDICAL CENTER | ||||||||||
| 802 KENYON ROAD | FORT DODGE | IA | 50501 | 421009175 | HOSPITAL | IA | 501(C)(3) | 170(B)(1) (A)(III) | TRINITY HEALTH SYSTEMS INC | 0 |
| UNITY HEALTHCARE | ||||||||||
| 1518 MULBERRY AVENUE | MUSCATINE | IA | 52761 | 420680337 | HOSPITAL | IA | 501(C)(3) | 170(B)(1) (A)(III) | TRINITY REGIONAL HEALTH SYSTEM | 0 |
| UNITY HEALTHCARE FOUNDATION | ||||||||||
| 1518 MULBERRY AVENUE | MUSCATINE | IA | 52761 | 421525031 | SUPPORT AFFILIATES' MISSION TO IMPROVE HEALTH CARE | IA | 501(C)(3) | 170(B)(1) (A)(VI) | UNITY HEALTHCARE | 0 |
| UNITYPOINT AT HOME | ||||||||||
| 1776 WEST LAKES PKWY 400 | WEST DES MOINES | IA | 50266 | 421477471 | HOME HEALTH CARE | IA | 501(C)(3) | 509(A)(2) | IOWA HEALTH SYSTEM | 0 |
| UNITYPOINT HEALTH - MARSHALLTOWN | ||||||||||
| 1825 LOGAN AVENUE | WATERLOO | IA | 50703 | 815034179 | HOSPITAL | IA | 501(C)(3) | 170(B)(1) (A)(III) | ALLEN HEALTH SYSTEMS INC | 0 |
| UNITYPOINT HEALTH - MARSHALLTOWN FOUNDATION | ||||||||||
| 3 SOUTH 4TH AVE | MARSHALLTOWN | IA | 50158 | 421388518 | CHARITABLE FUNDRAISING | IA | 501(C)(3) | 170(B)(1) (A)(VI) | ALLEN HEALTH SYSTEMS INC | 0 |
| UNITYPOINT HEALTH AT WORK | ||||||||||
| 1776 WEST LAKES PKWY 400 | WEST DES MOINES | IA | 50266 | 810872241 | EMPLOYER ONSITE MEDICAL SERVICES AND OCCUPATIONAL MEDICINE | IA | 501(C)(3) | 170(B)(1) (A)(III) | IOWA PHYSICIANS CLINIC MEDICAL FOUNDATION | 0 |
| WISCONSIN DIALYSIS INC | ||||||||||
| 3034 FISH HATCHERY ROAD | MADISON | WI | 53713 | 300072647 | OUTPATIENT KIDNEY DIALYSIS | WI | 501(C)(3) | 509(A)(3), TYPE III | 0 | |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (15 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd |
|---|---|---|---|---|---|---|---|---|---|
| ADVANCED IMAGING CENTER LLC | |||||||||
| 615 VALLEY VIEW DRIVE | MOLINE | IL | 61265 | 364356301 | DIAGNOSTIC RADIOLOGY CENTER | IA | N/A | 0 | Yes (1) |
| ANKENY MEDICAL PARK SURGERY CENTER LC | |||||||||
| 3625 NORTH ANKENY BLVD STE J | ANKENY | IA | 50021 | 831281114 | AMBULATORY SURGERY CENTER | IA | N/A | 0 | Yes (1) |
| CENTRAL IOWA PHYSIO LLC | |||||||||
| 4714 GETTYSBURG ROAD | MECHANICSBURG | PA | 17055 | 364799633 | PHYSICAL THERAPY SERVICES | IA | N/A | 0 | Yes (1) |
| DUBUQUE ENDOSCOPY CENTER LC | |||||||||
| 1515 DELHI STREET SUITE 500 | DUBUQUE | IA | 52001 | 201597161 | AMBULATORY SURGERY CENTER | IA | N/A | 0 | Yes (1) |
| EASTERN IOWA SLEEP SUPPLY LLC | |||||||||
| 275 10TH STREET SE STE 1130-B | CEDAR RAPIDS | IA | 52403 | 851990451 | MEDICAL EQUIPMENT RETAIL SALES | IA | N/A | 0 | Yes (1) |
| HEALTH CARE AFFILIATES OF THE TRI-STATES LLC | |||||||||
| 350 N GRANDVIEW AVE | DUBUQUE | IA | 52001 | 421428503 | PROVIDE ACCESS TO LICENSED SOFTWARE | IA | N/A | 0 | Yes (1) |
| IOWA DIAGNOSTIC IMAGING AND PROCEDURE CENTER LC | |||||||||
| 1200 PLEASANT STREET | DES MOINES | IA | 50309 | 030482623 | OUTPATIENT DIAGNOSTIC IMAGING | IA | N/A | 0 | Yes (1) |
| IOWA HEALTH SYSTEM CONTRACTING SERVICES LC | |||||||||
| 1776 WEST LAKES PKWY 400 | WEST DES MOINES | IA | 50266 | 421511142 | GROUP PURCHASING | IA | N/A | Yes (1) | Yes (1) |
| LAKEVIEW SURGERY CENTER LC | |||||||||
| 1200 PLEASANT STREET | DES MOINES | IA | 50309 | 421516120 | SURGERY CENTER | IA | N/A | 0 | Yes (1) |
| MR ASSOCIATES LLP | |||||||||
| 1956 1ST AVENUE NE | CEDAR RAPIDS | IA | 52402 | 421260463 | OWN AND OPERATE MR UNIT | IA | N/A | 0 | Yes (1) |
| ORTHOPAEDIC OUTPATIENT SURGERY CENTER LC | |||||||||
| 1200 PLEASANT STREET | DES MOINES | IA | 50309 | 421508092 | AMBULATORY SURGERY CENTER | IA | N/A | 0 | Yes (1) |
| THE OUTPATIENT SURGERY CENTER OF CEDAR RAPIDS LLC | |||||||||
| 1075 FIRST AVENUE SE | CEDAR RAPIDS | IA | 52403 | 721550812 | AMBULATORY SURGERY CENTER. | IA | N/A | 0 | Yes (1) |
| UNITED MEDICAL PARK ASC LLC DBA THE SURGERY CENTER AT UNITED MEDICAL PARK | |||||||||
| 1825 LOGAN AVE | WATERLOO | IA | 50703 | 420698265 | AMBULATORY SURGERY CENTER | IA | N/A | 0 | Yes (1) |
| UPHT-SCA HOLDINGS LLC | |||||||||
| 569 BROOKWOOD VILLAGE SUITE 901 | BIRMINGHAM | AL | 35209 | 473564984 | AMBULATORY SURGERY CENTER INVESTMENT | DE | N/A | 0 | 0 |
| WEST LAKES SLEEP CENTER LLC | |||||||||
| 5950 UNIVERSITY AVENUE SUITE 2 | WEST DES MOINES | IA | 50266 | 263193923 | SLEEP DISORDER DIAGNOSTIC TESTING FACILITY | IA | N/A | 0 | Yes (1) |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (15 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ABBE MANAGEMENT CORPORATION | |||||||||||||
| 740 N 15TH AVE NO A | HIAWATHA | IA | 52233 | 421361755 | MANAGEMENT SERVICES | IA | N/A | C | 0 | ||||
| BROADBAND INC | |||||||||||||
| 1776 WEST LAKES PKWY 400 | WEST DES MOINES | IA | 50266 | 273819741 | INFORMATION TECHNOLOGY MGMT. | IA | N/A | C | 0 | ||||
| DELHI POINT CONDO ASSOCIATION | |||||||||||||
| 350 N GRANDVIEW | DUBUQUE | IA | 52001 | 421467002 | REAL ESTATE MANAGEMENT | IA | N/A | C | 0 | ||||
| HCP CORPORATION | |||||||||||||
| 202 SOUTH PARK STREET | MADISON | WI | 53715 | 391177562 | REAL ESTATE RENTAL | WI | C | Yes (1) | MERITER HOSPITAL INC | $327,422 | $1,727,924 | 1.00000 | |
| HANSEN CHARITABLE REMAINDER ANNUITY TRUST | |||||||||||||
| 210 FOURTH AVENUE | GRINNELL | IA | 50112 | 396770806 | INVESTMENT | IA | N/A | T | 0 | ||||
| HANSEN CHARITABLE REMAINDER UNITRUST | |||||||||||||
| 210 FOURTH AVENUE | GRINNELL | IA | 50112 | 396770807 | INVESTMENT | IA | N/A | T | 0 | ||||
| HEALTH ADVANTAGE PLUS INC | |||||||||||||
| 210 4TH AVENUE | GRINNELL | IA | 50112 | 421436490 | PHYSICAL THERAPY | IA | N/A | C | 0 | ||||
| HNC SERVICES | |||||||||||||
| 1776 WEST LAKES PKWY 400 | WEST DES MOINES | IA | 50266 | 270987243 | FIBER OPTIC NETWORK SERVICES | IA | N/A | C | 0 | ||||
| MEDIMORE INC | |||||||||||||
| 1776 WEST LAKES PKWY 400 | WEST DES MOINES | IA | 50266 | 421414390 | MANAGED CARE | IA | N/A | C | 0 | ||||
| MERITER HEALTH ENTERPRISES INC | |||||||||||||
| 202 SOUTH PARK STREET | MADISON | WI | 53715 | 391293620 | MANAGEMENT SERVICES | WI | N/A | C | 0 | ||||
| MERITER MANAGEMENT SERVICES INC | |||||||||||||
| 202 SOUTH PARK STREET | MADISON | WI | 53715 | 391458235 | ADMINISTRATIVE SERVICES | WI | N/A | C | 0 | ||||
| PRECEDENCE INC | |||||||||||||
| 4622 PROGRESS DRIVE STE A | DAVENPORT | IA | 52807 | 371288604 | MANAGED MENTAL CARE | IA | N/A | C | 0 | ||||
| PRECEDENCE PLUS INC | |||||||||||||
| 4622 PROGRESS DRIVE STE A | DAVENPORT | IA | 52807 | 364140096 | MANAGED MENTAL CARE | IA | N/A | C | 0 | ||||
| STL HEALTH RESOURCES CO | |||||||||||||
| 1026 A AVE NE | CEDAR RAPIDS | IA | 52402 | 421193499 | PHYSICIAN OFFICE RENTAL | IA | N/A | C | 0 | ||||
| TRINITY HEALTH ENTERPRISES INC | |||||||||||||
| 2701 17TH ST | ROCK ISLAND | IL | 61201 | 363320141 | RETAIL DURABLE MEDICAL EQUIPMENT & PHARMACY | IL | N/A | C | 0 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (1) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE R, PARTS I - IV: | FormAndLineReferenceDesc |
| Explanation | IOWA HEALTH SYSTEM AND SUBSIDIARIES (D/B/A UNITYPOINT HEALTH) THIS ENTITY IS PART OF IOWA HEALTH SYSTEM (D/B/A UNITYPOINT HEALTH), THE NATION'S FIFTH LARGEST NON-DENOMINATIONAL HEALTH SYSTEM WITH $4.8B IN OPERATING REVENUE AND 29,000 TEAM MEMBERS. AS AN INTEGRATED HEALTH SYSTEM, UNITYPOINT HEALTH PROVIDES CARE THROUGHOUT IOWA, WESTERN ILLINOIS AND SOUTHERN WISCONSIN IN NOT-FOR-PROFIT HOSPITALS, CLINICS AND OTHER HEALTHCARE FACILITIES. UNITYPOINT HEALTH OPERATES: 17 REGIONAL HOSPITALS; OVER 375 CLINICS; 19 COMMUNITY NETWORK HOSPITALS; 12 HOME CARE AREAS OF SERVICE; FIVE AFFILIATED COMMUNITY MENTAL HEALTH CENTERS; THREE ACCREDITED UNITYPOINT HEALTH COLLEGES; AN ACCOUNTABLE CARE ORGANIZATION; AND HAS INSURANCE PRESENCE ACROSS ALL OF ITS MARKETS. | ExplanationTxt |
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