Northeast Iowa Medical Education: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
Northeast Iowa Medical Education (EIN 42-1058745)
Tax period
2020-07-01 to 2021-06-30
Filed
2022-02-10
IRS object ID
202200419349300045
Schema version
2020v4.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-02-10T14:00:23-06:00ReturnTs
Tax Period End2021-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN450250958PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Eide Bailly LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1800 Nicollet Mall Ste 1300AddressLine1Txt
CityMinneapolisCityNm
State AbbreviationMNStateAbbreviationCd
ZIP554027033ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2020-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN421058745EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Northeast Iowa Medical EducationBusinessNameLine1Txt
Business Name Line2Foundation IncBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlNORTBusinessNameControlTxt
Phone3192722525PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12055 Kimball Avenue No 101AddressLine1Txt
CityWaterlooCityNm
State AbbreviationIAStateAbbreviationCd
ZIP50702ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonAnthony A Day MDPersonNm
Person TitleExecutive DirectorPersonTitleTxt
Phone3192722525PhoneNum
Signature2022-02-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstAnthonyPersonFirstNm
Person LastDay MDPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKim Hunwardsen CPAPreparerPersonNm
PTINP00484560PTIN
Phone6122536500PhoneNum
Preparation2022-02-10PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerAnthony A Day MDPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12055 Kimball Avenue No 101AddressLine1Txt
CityWaterlooCityNm
State AbbreviationIAStateAbbreviationCd
ZIP50702ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$8,529,581GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.familypracticeresidency.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1975FormationYr
Legal Domicile StateIALegalDomicileStateCd
Activity Or MissionDevelop excellent Family Medicine physicians.ActivityOrMissionDesc
Voting Members Governing Body12VotingMembersGoverningBodyCnt
Voting Members Independent11VotingMembersIndependentCnt
Total Employee93TotalEmployeeCnt
Total Volunteers45TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$3,582,952PYContributionsGrantsAmt
CY Contributions Grants$4,592,643CYContributionsGrantsAmt
PY Program Service Revenue$3,952,616PYProgramServiceRevenueAmt
CY Program Service Revenue$3,931,460CYProgramServiceRevenueAmt
PY Investment Income$4,968PYInvestmentIncomeAmt
CY Investment Income-$8,035CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$7,540,536PYTotalRevenueAmt
CY Total Revenue$8,516,068CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$5,610,653PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$4,737,797CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$2,166,584PYOtherExpensesAmt
CY Other Expenses$2,494,834CYOtherExpensesAmt
PY Total Expenses$7,777,237PYTotalExpensesAmt
CY Total Expenses$7,232,631CYTotalExpensesAmt
PY Revenues Less Expenses-$236,701PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$1,283,437CYRevenuesLessExpensesAmt
Total Assets BOY$3,412,038TotalAssetsBOYAmt
Total Assets EOY$3,029,033TotalAssetsEOYAmt
Total Liabilities BOY$1,914,078TotalLiabilitiesBOYAmt
Total Liabilities EOY$247,636TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,497,960NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$2,781,397NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionDeveloping excellent Family Medicine physicians by modeling and teaching compassionate and comprehensive patient care delivered with the highest quality.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$5,746,240ExpenseAmt
Revenue$3,931,460RevenueAmt
DescThe Northeast Iowa Medical Education Foundation was founded in 1975 to develop a Family Medicine training program. The Family Medicine Residency Program is the branch of the Foundation which provides physicians with three years of additional training in the specialty of family medicine. During their training, resident physicians provide comprehensive health care under the supervision of board certified family medicine physicians. Upon graduation, these physicians provide a potential source of family physicians settling to practice in the community.Resident training takes place in the hospital setting, in private physician offices and in the Northeast Iowa Family Practice Center. During their three-year training program, the physicians receive training in internal medicine, obstetrics/gynecology, surgery, pediatrics, emergency medicine, family medicine, community medicine, psychiatry and behavioral science, orthopedics, otorhinolaryngology, ophthalmology and dermatology. In addition, they may use elective time to concentrate on specialties and sub-specialties of their choice. Resident physicians provide comprehensive medical care to a group of up to 250 patient families at the Northeast Iowa Family Practice Center. Residents may consult with faculty physicians during patient visits. Patients requiring care in the hospital are seen by both resident and faculty physicians.Area physicians are committed to the Northeast Iowa Family Medicine Residency Program. Nearly all private physicians in the area volunteer to teach the skills and procedures resident physicians will need in private practice. Physicians selected to be residents in the Northeast Iowa Family Medicine Residency Program are all graduates of accredited medical schools. The Waterloo Program recruits medical school graduates of the highest caliber, taking into consideration personal characteristics, aptitude and academic achievements.Graduates of the Northeast Iowa Family Medicine Residency Program are eligible to sit for the certification examination in the specialty of family medicine. This examination is administered by the American Board of Family Medicine, which is the specialty board that certifies family physicians.The Residency Program is accredited by the Accreditation Council of Graduate Medical Education (ACGME), which is composed of representatives of five national associations interested in medical education. These associations are the American Board of Medical Specialties, American Hospital Association, American Medical Association, Association of American Medical Colleges and the Council of Medical Specialty Societies. The ACGME accredits residency programs through their Residency Review Committees with each specialty having its own committee.Educational activities of the Foundation include the Family Medicine Residency Program, undergraduate medical education, continuing medical education, and medical research. The Foundation is sponsored by Allen Memorial Hospital and Covenant Medical Center.Desc
Total Program Service Expenses$5,746,240TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document20IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee93EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members12GoverningBodyVotingMembersCnt
Independent Voting Member11IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Julie SmithBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3192722112PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12055 Kimball Avenue Ste 101AddressLine1Txt
CityWaterlooCityNm
State AbbreviationIAStateAbbreviationCd
ZIP50702ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
Anthony A Day MD
Executive Director55.00Yes (X)Yes (X)$288,690$0$48,305
Russel Adams MD
President1.00Yes (X)Yes (X)$0$0$0
Matthew Sojka MD
Vice President1.00Yes (X)Yes (X)$0$0$0
Jack Dusenbery
Secretary1.00Yes (X)Yes (X)$0$0$0
Pamela Delagardelle
Treasurer1.00Yes (X)Yes (X)$0$0$0
Nicholas Goetsch DO
Director - until Feb 20211.00Yes (X)$0$0$0
Eric Neverman DO
Director1.00Yes (X)$0$0$0
Vinko Bogdanic MD
Director1.00Yes (X)$0$0$0
Adriane Argenio MD
Director1.00Yes (X)$0$0$0
Julie Sandell DO
Director1.00Yes (X)$0$0$0
Greg Nelson
Director1.00Yes (X)$0$0$0
Attiq-UR Rehman MD
Director1.00Yes (X)$0$0$0
Dan Glascock MD
Director - as of Feb 20211.00Yes (X)$0$0$0
Julie Smith
Clinical Operations Manager45.00Yes (X)$79,024$0$25,228
Robert Welshons PAC
Physician Assistant40.00$100,829$0$21,631Yes (X)
Adam Roise MD
Assistant Program Director45.00$221,905$0$19,013Yes (X)
Suzanne Munns MD
Assistant Program Director45.00$213,643$0$24,449Yes (X)
Cindy Huwe MD
Assistant Program Director45.00$218,153$0$750Yes (X)
Lane Noble DO
Assistant Program Director45.00$181,666$0$7,854Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$1,303,910TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$147,230TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K6IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ICE Technologies IncBusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line1411 SE 9th StAddressLine1Txt
CityPellaCityNm
State AbbreviationIAStateAbbreviationCd
ZIP50219ZIPCd
FieldValueIRS element (for citing)
ServicesIT/NetworkServicesDesc
Compensation$147,979CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt
Government Grants$1,402,964GovernmentGrantsAmt
All Other Contributions$3,189,679AllOtherContributionsAmt
Total Contributions$4,592,643TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
Clinic Revenue621110$3,517,919$3,517,919
Pharmacy Residency900099$403,522$403,522

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$10,019TotalRevenueColumnAmt
Related Or Exempt Func Income$10,019RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$3,931,460TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,478TotalRevenueColumnAmt
Exclusion$5,478ExclusionAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Other$13,513OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Other-$13,513OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$13,513TotalRevenueColumnAmt
Exclusion-$13,513ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$8,516,068TotalRevenueColumnAmt
Related Or Exempt Func Income$3,931,460RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion-$8,035ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$445,741TotalAmt
Management And General$445,741ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$3,547,780TotalAmt
Program Services$3,547,780ProgramServicesAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$103,701TotalAmt
Program Services$103,701ProgramServicesAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$375,228TotalAmt
Program Services$375,228ProgramServicesAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$265,347TotalAmt
Program Services$239,281ProgramServicesAmt
Management And General$26,066ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$5,382TotalAmt
Management And General$5,382ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$3,165TotalAmt
Management And General$3,165ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$381,330TotalAmt
Program Services$344,179ProgramServicesAmt
Management And General$37,151ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$3,172TotalAmt
Program Services$1,245ProgramServicesAmt
Management And General$1,927ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$155,453TotalAmt
Program Services$89,897ProgramServicesAmt
Management And General$65,556ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$182,143TotalAmt
Management And General$182,143ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$366,823TotalAmt
Program Services$366,823ProgramServicesAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$11,933TotalAmt
Management And General$11,933ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$118,736TotalAmt
Program Services$114,523ProgramServicesAmt
Management And General$4,213ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$2,300TotalAmt
Program Services$2,300ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$114,304TotalAmt
Program Services$114,304ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$682,348TotalAmt
Management And General$682,348ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
Medical supplies$210,966$210,966
Repairs and maintenance$117,361$116,060$1,301
Bad Debt Expense$84,669$84,669
Accreditation$14,088$14,088

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$40,661TotalAmt
Program Services$21,196ProgramServicesAmt
Management And General$19,465ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$7,232,631TotalAmt
Program Services$5,746,240ProgramServicesAmt
Management And General$1,486,391ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$1,025BOYAmt
EOY$1,000EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,820,350BOYAmt
EOY$495,447EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$49,868BOYAmt
EOY$49,160EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$390,596BOYAmt
EOY$308,555EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$538,036BOYAmt
EOY$182,026EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$2,421,224LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,965,416LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$462,314BOYAmt
EOY$455,808EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$141,754BOYAmt
EOY$141,784EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$8,095BOYAmt
EOY$1,395,253EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$3,412,038BOYAmt
EOY$3,029,033EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$822,309BOYAmt
EOY$174,523EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$13,104BOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$30,305BOYAmt
EOY$73,113EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$1,048,360BOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,914,078BOYAmt
EOY$247,636EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,497,960BOYAmt
EOY$2,781,397EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,497,960BOYAmt
EOY$2,781,397EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,412,038BOYAmt
EOY$3,029,033EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$1,283,437ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS Audited0FSAuditedInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,739,069CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,745,630CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,464,023CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,582,952CurrentTaxYearMinus1YearAmt
Current Tax Year$4,592,643CurrentTaxYearAmt
Total$19,124,317TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,732,714CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,787,265CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,117,044CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,952,616CurrentTaxYearMinus1YearAmt
Current Tax Year$3,931,460CurrentTaxYearAmt
Total$19,521,099TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$7,471,783CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$7,532,895CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$7,581,067CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$7,535,568CurrentTaxYearMinus1YearAmt
Current Tax Year$8,524,103CurrentTaxYearAmt
Total$38,645,416TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$38,645,416PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$7,692CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,389CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,241CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$4,242CurrentTaxYearMinus1YearAmt
Current Tax Year$5,478CurrentTaxYearAmt
Total$25,042TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$7,692CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,389CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,241CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$4,242CurrentTaxYearMinus1YearAmt
Current Tax Year$5,478CurrentTaxYearAmt
Total$25,042TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$7,479,475CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$7,536,284CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$7,585,308CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$7,539,810CurrentTaxYearMinus1YearAmt
Current Tax Year$8,529,581CurrentTaxYearAmt
Total$38,670,458TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.99940PublicSupportCY509Pct
Public Support PY5090.99930PublicSupportPY509Pct
Investment Income CY0.00060InvestmentIncomeCYPct
Investment Income PY0.00070InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,467,390OtherCostOrOtherBasisAmt
Depreciation$1,226,414DepreciationAmt
Book Value$240,976BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$953,834OtherCostOrOtherBasisAmt
Depreciation$739,002DepreciationAmt
Book Value$214,832BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$455,808TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (3 entries)

DescDescBook ValueBookValueAmt
Beneficial interest in net assets of the Community Foundation$8,020
Refund of Educational Support - Hospitals$1,380,000
Revenue receivable$7,233
FieldValueIRS element (for citing)
Total Book Value Other Assets$1,395,253TotalBookValueOtherAssetsAmt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Anthony A Day MD
Executive Director$288,690$0$0$0$0$0$21,359$0$27,236$0$337,285$0$0$0
Adam Roise MD
Assistant Program Director$221,905$0$0$0$0$0$15,539$0$3,765$0$241,209$0$0$0
Suzanne Munns MD
Assistant Program Director$213,643$0$0$0$0$0$15,116$0$9,623$0$238,382$0$0$0
Cindy Huwe MD
Assistant Program Director$218,153$0$0$0$0$0$0$0$1,041$0$219,194$0$0$0
Lane Noble DO
Assistant Program Director$181,666$0$0$0$0$0$0$0$8,145$0$189,811$0$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Section A, line 1The Executive Committee is composed of the officers elected by the Board of Directors. The Executive Committee has authority to transact all regular business of the organization during the period between the meetings of the Board of Directors subject to any prior limitation imposed by the Board of Directors.
Form 990, Part VI, Section A, line 2Pam Delagardelle, Nicholas Goetsch, DO (until Feb. 2021), Russell Adams, MD, Vinko Bogdanic, and Eric Neverman, DO, and Dan Glascock, MD (as of Feb. 2021) have a business relationship. (Unity Point Health-Allen) Jack Duesenbery, Matthew Sojka, MD, Julie Sandell, DO, Attiq UR Rehman, MD, and Adriane Argenio, MD have a business relationship. (MercyOne Waterloo)
Form 990, Part VI, Section A, line 6The members of Northeast Iowa Medical Education Foundation are Unity Point Health - Allen and MercyOne Waterloo Medical Center. New members may be admitted only with the unanimous consent of the present members.
Form 990, Part VI, Section A, line 7aThe two members, Unity Point Health - Allen and MercyOne Waterloo Medical Center, appoint the Board of Directors of Northeast Iowa Medical Education Foundation Inc. The President/Chief Executive Officer of each of the Members are automatically, by virtue of their office, Directors of this corporation. The Executive Director of the Northeast Iowa Medical Education Foundation, Inc. serves on the Board. A representative of the University of Iowa College of Medicine serves on the Board as appointed by the Dean of the College. Each Member appoints to the Board of Directors two persons who are members of the medical staff of the appointing Member, and two persons who are also directors of the appointing Member, or an affiliated organization of such appointing Member.
Form 990, Part VI, Section B, line 11bThe Form 990 is provided to the governing body. The Executive Director and Administrator review the 990 before it is filed.
Form 990, Part VI, Section B, line 12cBoard members and officers are required to sign a conflict of interest statement annually. The statements are reviewed by the Administrator of the organization. Any potential conflict is brought to the Board's attention for discussion. In the event of a potential conflict, the Member will disclose the potential conflict and either abstain from involvement or discussion of the issue leading to the conflict or resign.
Form 990, Part VI, Section B, line 15aThe Executive Director's compensation is determined by the Executive Committee of the Board with salary adjustment recommendations based on an annual individual performance evaluation and review of Medical Group compensation surveys published by MGMA, AMGA, and University of Iowa compensation survey of Iowa medical residency programs including size of groups, ownership, productivity, and geographic area. The Executive Director determines the Administrator's compensation annually based on the above process. The Organization documents and provides substantiation for their compensation process.
Form 990, Part VI, Section C, line 19The Organization's governing documents, conflict of interest policy, and financial statements are available to the public upon written request.
Form 990, Part XII, Line 2c:The process did not change from the prior year.

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