MERITER HOSPITAL INC: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
MERITER HOSPITAL INC (EIN 39-0806367)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-12
IRS object ID
202123169349310902
Schema version
2020v4.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-11-12T15:28:51-06:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt
Return Type990ReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN390806367EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MERITER HOSPITAL INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMERIBusinessNameControlTxt
Phone6084176000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1202 SOUTH PARK STREETAddressLine1Txt
CityMADISONCityNm
State AbbreviationWIStateAbbreviationCd
ZIP537151596ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBETH ERDMANPersonNm
Person TitleCFOPersonTitleTxt
Phone6084176000PhoneNum
Signature2021-11-10SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstBETHPersonFirstNm
Person LastERDMANPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

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 OfficerSUSAN ERICKSONPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1202 SOUTH PARK STREETAddressLine1Txt
CityMADISONCityNm
State AbbreviationWIStateAbbreviationCd
ZIP537151596ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$611,622,597GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.UNITYPOINT.ORG/MADISONWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1898FormationYr
Legal Domicile StateWILegalDomicileStateCd
Activity Or MissionMERITER 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 Body14VotingMembersGoverningBodyCnt
Voting Members Independent13VotingMembersIndependentCnt
Total Employee3596TotalEmployeeCnt
Total Volunteers508TotalVolunteersCnt
Total Gross UBI$436,746TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$450,413PYContributionsGrantsAmt
CY Contributions Grants$13,629,158CYContributionsGrantsAmt
PY Program Service Revenue$466,672,167PYProgramServiceRevenueAmt
CY Program Service Revenue$458,929,932CYProgramServiceRevenueAmt
PY Investment Income$13,896,114PYInvestmentIncomeAmt
CY Investment Income$30,471,350CYInvestmentIncomeAmt
PY Other Revenue$4,575,241PYOtherRevenueAmt
CY Other Revenue$3,634,202CYOtherRevenueAmt
PY Total Revenue$485,593,935PYTotalRevenueAmt
CY Total Revenue$506,664,642CYTotalRevenueAmt
PY Grants And Similar Paid$55,705PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$33,054CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$237,673,080PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$241,430,136CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$1,069,628CYTotalFundraisingExpenseAmt
PY Other Expenses$215,957,225PYOtherExpensesAmt
CY Other Expenses$217,302,814CYOtherExpensesAmt
PY Total Expenses$453,686,010PYTotalExpensesAmt
CY Total Expenses$458,766,004CYTotalExpensesAmt
PY Revenues Less Expenses$31,907,925PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$47,898,638CYRevenuesLessExpensesAmt
Total Assets BOY$833,005,877TotalAssetsBOYAmt
Total Assets EOY$914,575,949TotalAssetsEOYAmt
Total Liabilities BOY$282,077,028TotalLiabilitiesBOYAmt
Total Liabilities EOY$276,313,401TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$550,928,849NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$638,262,548NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionMERITER HOSPITAL, INC. IS DEDICATED TO IMPROVING THE HEALTH OF THE PEOPLE AND COMMUNITIES WE SERVE.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$387,458,006ExpenseAmt
Grant$33,054GrantAmt
Revenue$458,948,447RevenueAmt
DescMERITER 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.MERITER RECEIVED:- PATIENT SAFETY EXCELLENCE AWARD RANKED TOP IN THE NATION FOR PROVIDING EXCELLENCE IN PATIENT SAFETY BY PREVENTING INFECTIONS, MEDICAL ERRORS, AND OTHER PREVENTABLE COMPLICATIONS. - OUTSTANDING PATIENT EXPERIENCE AWARD RANKED TOP IN THE NATION FOR OVERALL PATIENT EXPERIENCE BASED ON NINE MEASURES RELATED TO DOCTOR AND NURSE COMMUNICATION, HOSPITAL CLEANLINESS AND NOISE LEVELS, AND MEDICATION AND POST-DISCHARGE CARE INSTRUCTIONS.- AMERICAN HEART ASSOCIATION/AMERICAN STROKE ASSOCIATION'S (AHA/ASA) GET WITH THE GUIDELINES STROKE GOLD PLUS ACHIEVEMENT AWARD. MERITER ALSO QUALIFIED TO BE RECOGNIZED AS A RECIPIENT OF THE AHA/ASA'S TARGET: STROKE HONOR ROLL ELITE AWARD.- 2020 GET WITH THE GUIDELINES - HEART FAILURE GOLD ACHIEVEMENT AWARD. THE AMERICAN HEART ASSOCIATION RECOGNIZES MERITER FOR ITS CONTINUED SUCCESS USING THE IN-HOSPITAL PROGRAM FOR IMPROVING CARE BY PROMOTING CONSISTENT ADHERENCE TO THE LATEST SCIENTIFIC TREATMENT GUIDELINES. - 2020 CHEST PAIN - MI REGISTRY SILVER PERFORMANCE ACHIEVEMENT AWARD. THIS PRESTIGIOUS AWARD IS EVIDENCE OF THE TEAM'S HARD WORK AND COMMITMENT TO QUALITY IMPROVEMENT.- HEALTHGRADES SPECIALTY EXCELLENCE AWARDS FOR CRITICAL CARE, GI CARE, GENERAL SURGERY AND PULMONARY WITH TOP HONORS AS AN AMERICA'S 100 BEST HOSPITALS FOR SPECIALTY CARE IN EACH OF THOSE AREAS AS WELL HEALTHGRADES SPECIALTY EXCELLENCE AWARDS IN STROKE CARE.- DONATE LIFE WISCONSIN ("DLW", OR "WE") HAS APPROVED MERITER HOSPITAL TO RECEIVE A GRANT AS PART OF THEIR 2020 GRANTS PROGRAM FOR THE EXCLUSIVE PURPOSE OF SUPPORTING THE PROJECT, MEMORY MAKING ITEMS FOR DONOR FAMILIES. THIS GRANT WILL SUPPORT FAMILIES WITH PROVIDING THEM WITH MEMORY MAKING KEEPSAKES OF THEIR LOVED ONES.- MERITER ACHIEVED A CMS 5-STAR RATING FOR CALENDAR YEAR 2020. THIS COMPREHENSIVE GOVERNMENT OVERVIEW 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 5 STARS.-UNITYPOINT HEALTH CLINICS RECEIVED:PATIENT EXPERIENCE METRICS CONTINUE TO PERFORM AT OR ABOVE THE "EXCEPTIONAL" TARGET FOR THE SECOND QUARTER: -RATE THE PROVIDER - 90.6% TOP BOX SCORE -RECOMMEND PROVIDER - 94.5% TOP BOX SCORE -PHYSICIAN COMMUNICATION QUALITY - 96.3% TOP BOX SCORE -OFFICE STAFF QUALITY - 96.2% TOP BOX SCORE -ACCESS TO CARE - 88.8% TOP BOX SCORE -CARE COORDINATION - 79.7% TOP BOX SCOREMERITER 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$387,458,006TotalProgramServiceExpensesAmt
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 LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate HospitalYes (1)OperateHospitalInd
Audited Financial Stmt AttYes (1)AuditedFinancialStmtAttInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
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 EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (1)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document130IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee3596EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
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 Members14GoverningBodyVotingMembersCnt
Independent Voting Member13IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
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 ApprovaYes (1)DecisionsSubjectToApprovaInd
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 OtherYes (1)CompensationProcessOtherInd
Investment In Joint VentureYes (1)InvestmentInJointVentureInd
Written Policy Or ProcedureYes (1)WrittenPolicyOrProcedureInd
States Where Copy Of Return Is FldWIStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1RON SCHROEDERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6084175832PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1202 SOUTH PARK STREETAddressLine1Txt
CityMADISONCityNm
State AbbreviationWIStateAbbreviationCd
ZIP537151596ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (25 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
KATHY BLUMENFELD
BOARD MEMBER1.001.00Yes (X)$0$0$0
DAVE BOYER TO 620
BOARD MEMBER1.001.00Yes (X)$0$0$0
ALISON CRAIG MD
BOARD MEMBER1.001.00Yes (X)$0$0$0
SUE ERICKSON
BOARD MEMBER/CEO/ASST TREAS35.0015.00Yes (X)$0$707,778$177,880Yes (X)
VIRGINIA GRAVES
BOARD MEMBER1.001.00Yes (X)$0$12,000$0
RONALD HENSHUE
BOARD MEMBER1.001.00Yes (X)$0$0$0
BRADLEY MANNING MD
BOARD MEMBER3.003.00Yes (X)$0$11,500$0
MARK MOODY
BOARD MEMBER1.001.00Yes (X)$0$0$0
KIM NEWRHEE MD FR 320
BOARD MEMBER1.001.00Yes (X)$0$0$0
MARGARET NOREUIL RN PHD
BOARD CHAIR3.003.00Yes (X)$12,500$12,500$0Yes (X)
AISHA SMITH
BOARD MEMBER1.001.00Yes (X)$0$0$0
MARY STOFFEL MD TO 220
BOARD MEMBER1.001.00Yes (X)$0$0$0
DOUG STRUB
BOARD VICE CHAIR3.003.00Yes (X)$0$0$0Yes (X)
MARY THOMPSON MD
BOARD MEMBER1.001.00Yes (X)$0$0$0
CHERYL WITTKE
BOARD MEMBER1.001.00Yes (X)$0$0$0
BETH ERDMAN
CFO/SECRETARY/TREASURER35.0015.00$0$445,288$76,423Yes (X)
PAM WETZEL MD
CMO/ASST SECRETARY5.0045.00$0$605,863$110,953Yes (X)
JAMES ARNETT
CHIEF OPERATING OFFICER15.0045.00$0$433,937$112,118Yes (X)
SHERRY CASALI
CHIEF NURSING OFFICER5.0045.00$0$371,812$66,400Yes (X)
KRISTINE HOLMES
DIR MED/SURG NURSE40.000.00$186,010$0$27,918Yes (X)
KATHERINE KOSTRIVAS
EXEC DIRECTOR JOA40.000.00$224,000$0$30,699Yes (X)
JULIE SAMPSON
DIR PATIENT EXPERIENCE40.000.00$183,217$0$16,325Yes (X)
CHRISTINA JACKSON
DIR PERIOPERATIVE SVCS40.000.00$219,832$0$37,961Yes (X)
MARLENE K NAHAVANDI
REGISTERED NURSE40.000.00$188,898$0$42,139Yes (X)
ART NIZZA DSW
FORMER CEO UPH-MERITER0.0049.00$0$1,194,051$331,614Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$1,014,457TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$3,794,729TotReportableCompRltdOrgAmt
Total Other Compensation$1,030,430TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K175IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (1)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
UNIVERSITY OF WISCONSIN HOSPITAL AND CLI
750 HIGHLAND AVENUEMADISONWI53792INTERNS, RESIDENTS, MED-FLIGHT, AND TEAC$16,284,681
JP CULLEN AND SONS INC
330 E DELAVAN DRIVEJANESVILLEWI53546CONSTRUCTION$11,278,073
JH FINDORFF AND SON INC
300 SOUTH BEDFORD STMADISONWI53703CONSTRUCTION$2,555,402
AMN HEALTHCARE ALLIED INC
750 HIGHLAND AVENUEMADISONWI53792CONTRACTED REGISTERED NURSES$2,072,912
UNIVERSITY OF WISCONSIN SCHOOL OF MEDICI
750 HIGHLAND AVENUEMADISONWI53792PROGRAMS$1,592,437
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K37CntrctRcvdGreaterThan100KCnt
Related Organizations$3,206,778RelatedOrganizationsAmt
Government Grants$10,325,736GovernmentGrantsAmt
All Other Contributions$96,644AllOtherContributionsAmt
Total Contributions$13,629,158TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
NET PATIENT REVENUE900099$443,493,880$443,493,880
SUBS & JOINT VENTURES900099$4,141,320$4,141,320

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$11,294,732TotalRevenueColumnAmt
Related Or Exempt Func Income$10,784,919RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$37,852UnrelatedBusinessRevenueAmt
Exclusion$471,961ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$458,929,932TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$16,349,897TotalRevenueColumnAmt
Exclusion$16,349,897ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$3,175,904RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$3,100,106RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$75,798RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$75,798TotalRevenueColumnAmt
Unrelated Business Revenue$3,100UnrelatedBusinessRevenueAmt
Exclusion$72,698ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$107,957,558SecuritiesAmt
Other$7,884,821OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$101,675,823SecuritiesAmt
Other$45,103OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$6,281,735SecuritiesAmt
Other$7,839,718OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$14,121,453TotalRevenueColumnAmt
Exclusion$14,121,453ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$228,505GrossSalesOfInventoryAmt
Cost Of Goods Sold$136,923CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$91,582TotalRevenueColumnAmt
Related Or Exempt Func Income$91,582RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmtExclusionExclusionAmt
CHILDCARE SERVICES624410$1,417,879$393,870$1,024,009
CAFETERIA/FOOD SVCS722210$1,237,638$1,924$1,235,714
PARKING REIMBURSEMENT812930$811,305$811,305
FieldValueIRS element (for citing)
Other Revenue Total$3,466,822OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$506,664,642TotalRevenueColumnAmt
Related Or Exempt Func Income$458,511,701RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$436,746UnrelatedBusinessRevenueAmt
Exclusion$34,087,037ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$3,054TotalAmt
Program Services$3,054ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$30,000TotalAmt
Program Services$30,000ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$12,500TotalAmt
Management And General$12,500ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$190,544,891TotalAmt
Program Services$184,161,637ProgramServicesAmt
Management And General$6,383,254ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$2,982,535TotalAmt
Program Services$2,882,620ProgramServicesAmt
Management And General$99,915ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$34,694,927TotalAmt
Program Services$33,532,647ProgramServicesAmt
Management And General$1,162,280ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$13,195,283TotalAmt
Program Services$12,753,241ProgramServicesAmt
Management And General$442,042ManagementAndGeneralAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$46,104,208TotalAmt
Program Services$186,685ProgramServicesAmt
Management And General$45,917,523ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$23,573,843TotalAmt
Program Services$22,362,147ProgramServicesAmt
Management And General$1,211,696ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$2,431,928TotalAmt
Program Services$897,395ProgramServicesAmt
Management And General$1,534,533ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$12,721,570TotalAmt
Program Services$12,067,681ProgramServicesAmt
Management And General$653,889ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$57,758TotalAmt
Program Services$54,789ProgramServicesAmt
Management And General$2,969ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$7,041,365TotalAmt
Management And General$7,041,365ManagementAndGeneralAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$1,065,321TotalAmt
Fundraising$1,065,321FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$20,754,870TotalAmt
Program Services$19,688,070ProgramServicesAmt
Management And General$1,066,800ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$1,269,000TotalAmt
Program Services$1,203,773ProgramServicesAmt
Management And General$65,227ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
MEDICAL SUPPLIES$70,243,505$66,632,989$3,610,516
MISCELLANEOUS EXPENSES$17,672,718$16,886,620$781,791$4,307
STATE REVENUE ASSESSMEN$9,462,642$9,462,642
EQUIPMENT RENTAL & MAIN$4,904,086$4,652,016$252,070

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$458,766,004TotalAmt
Program Services$387,458,006ProgramServicesAmt
Management And General$70,238,370ManagementAndGeneralAmt
Fundraising$1,069,628FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$33,317,813BOYAmt
EOY$43,013,339EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$2,004,289BOYAmt
EOY$11,722,766EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$46,791,666BOYAmt
EOY$43,560,097EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$18,714,336BOYAmt
EOY$16,876,419EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$3,041,362BOYAmt
EOY$5,074,095EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$1,205,132BOYAmt
EOY$3,800,866EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$422,031,977LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$139,045,240LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$285,109,289BOYAmt
EOY$282,986,737EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$389,985,420BOYAmt
EOY$450,332,868EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$52,836,570BOYAmt
EOY$57,208,762EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$833,005,877BOYAmt
EOY$914,575,949EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$80,283,265BOYAmt
EOY$84,767,542EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$39,152BOYAmt
EOY$343,536EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$363,484BOYAmt
EOY$57,427EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$201,391,127BOYAmt
EOY$191,144,896EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$282,077,028BOYAmt
EOY$276,313,401EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$545,843,500BOYAmt
EOY$633,003,704EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$5,085,349BOYAmt
EOY$5,258,844EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$550,928,849BOYAmt
EOY$638,262,548EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$833,005,877BOYAmt
EOY$914,575,949EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$47,898,638ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$18,852,783NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$20,582,278OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
HospitalYes (X)HospitalInd

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

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$63,380,365OtherCostOrOtherBasisAmt
Book Value$63,380,365BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$226,220,043OtherCostOrOtherBasisAmt
Depreciation$74,163,738DepreciationAmt
Book Value$152,056,305BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$3,688,855OtherCostOrOtherBasisAmt
Depreciation$2,570,024DepreciationAmt
Book Value$1,118,831BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$99,695,839OtherCostOrOtherBasisAmt
Depreciation$60,532,023DepreciationAmt
Book Value$39,163,816BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$29,046,875OtherCostOrOtherBasisAmt
Depreciation$1,779,455DepreciationAmt
Book Value$27,267,420BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$282,986,737TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (5 entries)

DescDescBook ValueBookValueAmt
OTHER LONG-TERM ASSETS$309,386
INVESTMENT IN JOINT VENTURES$35,736,779
DEFERRED COMP 457(B)$603,105
OPERATING LEASE RIGHT OF USE ASSETS$10,021,451
INTEREST IN NET ASSETS FOUNDATION$10,538,041
FieldValueIRS element (for citing)
Total Book Value Other Assets$57,208,762TotalBookValueOtherAssetsAmt
Federal Income Tax Liability-$3,566FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (7 entries)

DescDescAmtAmt
RETIREMENT LIABILITY-$8,633,983
HEALTH & WELFARE INS RESERVES$571,700
ASSET RETIREMENT OBLIGATION$757,402
DUE TO AFFILIATES$162,180,000
DEFERRED COMP 457(B)$594,249
OPERATING LEASE-LESS CURRENT PORTION$8,378,538
OTHER NON CURRENT LIABILIITES$27,300,556
FieldValueIRS element (for citing)
Total Liability$191,144,896TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationUNITYPOINT 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 2017. 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

FieldValueIRS element (for citing)
Financial Assistance PolicyYes (1)FinancialAssistancePolicyInd
Written PolicyYes (1)WrittenPolicyInd
FPG Reference Free CareYes (1)FPGReferenceFreeCareInd

Free Care Oth Percentage FreeCareOthPercentageGrp

FieldValueIRS element (for citing)
OtherYes (X)OtherInd
Free Care Other300.000000000000FreeCareOtherPct
FieldValueIRS element (for citing)
FPG Reference Discounted CareYes (1)FPGReferenceDiscountedCareInd

Discounted Care Oth Percentage DiscountedCareOthPercentageGrp

FieldValueIRS element (for citing)
OtherYes (X)OtherInd
Discounted Care Other500.000000000000DiscountedCareOtherPct
FieldValueIRS element (for citing)
Free Care Medically IndigentYes (1)FreeCareMedicallyIndigentInd
Financial Assistance BudgetYes (1)FinancialAssistanceBudgetInd
Expenses Exceed Budget0ExpensesExceedBudgetInd
Annual Community Bnft ReportYes (1)AnnualCommunityBnftReportInd
Report Publically AvailableYes (1)ReportPublicallyAvailableInd

Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp

FieldValueIRS element (for citing)
Total Community Benefit Expns$1,985,029TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$1,985,029NetCommunityBenefitExpnsAmt
Total Expense0.00430TotalExpensePct

Unreimbursed Medicaid UnreimbursedMedicaidGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$75,993,360TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$57,473,664DirectOffsettingRevenueAmt
Net Community Benefit Expns$18,519,696NetCommunityBenefitExpnsAmt
Total Expense0.04040TotalExpensePct

Unreimbursed Costs UnreimbursedCostsGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$11,967,383TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$6,109,547DirectOffsettingRevenueAmt
Net Community Benefit Expns$5,857,836NetCommunityBenefitExpnsAmt
Total Expense0.01280TotalExpensePct

Total Financial Assistance Typ TotalFinancialAssistanceTyp

FieldValueIRS element (for citing)
Total Community Benefit Expns$89,945,772TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$63,583,211DirectOffsettingRevenueAmt
Net Community Benefit Expns$26,362,561NetCommunityBenefitExpnsAmt
Total Expense0.05750TotalExpensePct

Community Health Services CommunityHealthServicesGrp

FieldValueIRS element (for citing)
Activities Or Programs5148ActivitiesOrProgramsCnt
Total Community Benefit Expns$1,100,092TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$1,100,092NetCommunityBenefitExpnsAmt
Total Expense0.00240TotalExpensePct

Health Professions Education HealthProfessionsEducationGrp

FieldValueIRS element (for citing)
Activities Or Programs2225ActivitiesOrProgramsCnt
Total Community Benefit Expns$11,043,513TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$1,794,227DirectOffsettingRevenueAmt
Net Community Benefit Expns$9,249,286NetCommunityBenefitExpnsAmt
Total Expense0.02020TotalExpensePct

Subsidized Health Services SubsidizedHealthServicesGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$4,519,608TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$3,292,088DirectOffsettingRevenueAmt
Net Community Benefit Expns$1,227,520NetCommunityBenefitExpnsAmt
Total Expense0.00270TotalExpensePct

Cash And In Kind Contributions CashAndInKindContributionsGrp

FieldValueIRS element (for citing)
Activities Or Programs12385ActivitiesOrProgramsCnt
Total Community Benefit Expns$1,169,379TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$1,169,379NetCommunityBenefitExpnsAmt
Total Expense0.00250TotalExpensePct

Total Other Benefits TotalOtherBenefitsGrp

FieldValueIRS element (for citing)
Activities Or Programs19758ActivitiesOrProgramsCnt
Total Community Benefit Expns$17,832,592TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$5,086,315DirectOffsettingRevenueAmt
Net Community Benefit Expns$12,746,277NetCommunityBenefitExpnsAmt
Total Expense0.02780TotalExpensePct

Total Community Benefits TotalCommunityBenefitsGrp

FieldValueIRS element (for citing)
Activities Or Programs19758ActivitiesOrProgramsCnt
Total Community Benefit Expns$107,778,364TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$68,669,526DirectOffsettingRevenueAmt
Net Community Benefit Expns$39,108,838NetCommunityBenefitExpnsAmt
Total Expense0.08530TotalExpensePct

Community Support CommunitySupportGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$74,813TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$74,813NetCommunityBenefitExpnsAmt
Total Expense0.00020TotalExpensePct

Environmental Improvements EnvironmentalImprovementsGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$599,715TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$599,715NetCommunityBenefitExpnsAmt
Total Expense0.00130TotalExpensePct

Coalition Building CoalitionBuildingGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$7,345TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$7,345NetCommunityBenefitExpnsAmt
Total Expense0.00000TotalExpensePct

Workforce Development WorkforceDevelopmentGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$186TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$186NetCommunityBenefitExpnsAmt
Total Expense0.00000TotalExpensePct

Other Communtity Building Acty OtherCommuntityBuildingActyGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$418,033TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$418,033NetCommunityBenefitExpnsAmt
Total Expense0.00090TotalExpensePct

Total Communtity Building Acty TotalCommuntityBuildingActyGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$1,100,092TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$1,100,092NetCommunityBenefitExpnsAmt
Total Expense0.00240TotalExpensePct
FieldValueIRS element (for citing)
Bad Debt Expense Reported0BadDebtExpenseReportedInd
Bad Debt Expense$3,699,158BadDebtExpenseAmt
Bad Debt Expense Attributable$0BadDebtExpenseAttributableAmt
Reimbursed By Medicare$72,951,000ReimbursedByMedicareAmt
Cost Of Care Reimbursed By Medcr$86,128,113CostOfCareReimbursedByMedcrAmt
Medicare Surplus Or Shortfall-$13,177,113MedicareSurplusOrShortfallAmt

Costing Methodology Used CostingMethodologyUsedGrp

FieldValueIRS element (for citing)
Cost To Charge RatioYes (X)CostToChargeRatioInd
FieldValueIRS element (for citing)
Written Debt Collection PolicyYes (1)WrittenDebtCollectionPolicyInd
Financial Assistance PrvsnYes (1)FinancialAssistancePrvsnInd
Hospital Facilities1HospitalFacilitiesCnt

Hospital Facilities HospitalFacilitiesGrp

FieldValueIRS element (for citing)
Facility1FacilityNum

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MERITER HOSPITAL INCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1202 SOUTH PARK STREETAddressLine1Txt
CityMADISONCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53715ZIPCd
FieldValueIRS element (for citing)
Website AddressWWW.UNITYPOINT.ORG/MADISONWebsiteAddressTxt
State License316StateLicenseNum
Licensed HospitalYes (X)LicensedHospitalInd
General Medical And SurgicalYes (X)GeneralMedicalAndSurgicalInd
Teaching HospitalYes (X)TeachingHospitalInd
Research FacilityYes (X)ResearchFacilityInd
Emergency Room24 HrsYes (X)EmergencyRoom24HrsInd

Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp

Hospital Facility Name HospitalFacilityName

FieldValueIRS element (for citing)
Business Name Line1MERITER HOSPITAL INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Facility1FacilityNum
First Licensed CY Or PY0FirstLicensedCYOrPYInd
Tax Exempt Hospital CY Or PY0TaxExemptHospitalCYOrPYInd
CHNA ConductedYes (1)CHNAConductedInd
Community DefinitionYes (X)CommunityDefinitionInd
Community DemographicsYes (X)CommunityDemographicsInd
Existing ResourcesYes (X)ExistingResourcesInd
How Data ObtainedYes (X)HowDataObtainedInd
Community Health NeedsYes (X)CommunityHealthNeedsInd
Other Health IssuesYes (X)OtherHealthIssuesInd
Community Hlth Needs Id ProcessYes (X)CommunityHlthNeedsIdProcessInd
Consulting ProcessYes (X)ConsultingProcessInd
Prior CHNA ImpactYes (X)PriorCHNAImpactInd
CHNA Conducted18CHNAConductedYr
Take Into Account Others InputYes (1)TakeIntoAccountOthersInputInd
CHNA Conducted With Other FcltsYes (1)CHNAConductedWithOtherFcltsInd
CHNA Conducted With Non FcltsYes (1)CHNAConductedWithNonFcltsInd
CHNA Report Widely AvailableYes (1)CHNAReportWidelyAvailableInd
Rpt Available On Own WebsiteYes (X)RptAvailableOnOwnWebsiteInd
Own Website URLWWW.UNITYPOINT.ORG/MADISONOwnWebsiteURLTxt
Paper Copy Public InspectionYes (X)PaperCopyPublicInspectionInd
Rpt Available Thru Other MethodYes (X)RptAvailableThruOtherMethodInd
Implementation Strategy AdoptYes (1)ImplementationStrategyAdoptInd
Implementation Strategy Adpt18ImplementationStrategyAdptYr
Strategy Posted WebsiteYes (1)StrategyPostedWebsiteInd
Strategy Website URLWWW.UNITYPOINT.ORG/MADISONStrategyWebsiteURLTxt
Organization Incur Excise Tax0OrganizationIncurExciseTaxInd
Elig Criteria ExplainedYes (1)EligCriteriaExplainedInd
FPG Family Incm Lmt Free DscntYes (X)FPGFamilyIncmLmtFreeDscntInd
FPG Family Incm Lmt Free Care300.000000000000FPGFamilyIncmLmtFreeCarePct
FPG Family Incm Lmt Dscnt Care500.000000000000FPGFamilyIncmLmtDscntCarePct
Asset Level CriteriaYes (X)AssetLevelCriteriaInd
Medical Indigency CriteriaYes (X)MedicalIndigencyCriteriaInd
Insurance Status CriteriaYes (X)InsuranceStatusCriteriaInd
Underinsurance Stat CriteriaYes (X)UnderinsuranceStatCriteriaInd
Residency CriteriaYes (X)ResidencyCriteriaInd
Other CriteriaYes (X)OtherCriteriaInd
Explained BasisYes (1)ExplainedBasisInd
App Financial Asst ExplnYes (1)AppFinancialAsstExplnInd
Described InfoYes (X)DescribedInfoInd
Described Suprt DocYes (X)DescribedSuprtDocInd
Provided Hospital ContactYes (X)ProvidedHospitalContactInd
Provided Nonprofit ContactYes (X)ProvidedNonprofitContactInd
Includes Publicity MeasuresYes (1)IncludesPublicityMeasuresInd
FAP Available On WebsiteYes (X)FAPAvailableOnWebsiteInd
FAP Available On Website URLWWW.UNITYPOINT.ORG/MADISON/FINANCIAL-ASSISTANCEFAPAvailableOnWebsiteURLTxt
FAP App Available On WebsiteYes (X)FAPAppAvailableOnWebsiteInd
FAP App Available On Website URLWWW.UNITYPOINT.ORG/MADISON/FINANCIAL-ASSISTANCEFAPAppAvailableOnWebsiteURLTxt
FAP Summary On WebsiteYes (X)FAPSummaryOnWebsiteInd
FAP Summary On Website URLWWW.UNITYPOINT.ORG/MADISON/FINANCIAL-ASSISTANCEFAPSummaryOnWebsiteURLTxt
FAP Avlbl On Request No ChargeYes (X)FAPAvlblOnRequestNoChargeInd
FAP App Avlbl On Request No ChrgYes (X)FAPAppAvlblOnRequestNoChrgInd
FAP Sum Avlbl On Request No ChrgYes (X)FAPSumAvlblOnRequestNoChrgInd
Notified FAP Copy Bill DisplayYes (X)NotifiedFAPCopyBillDisplayInd
Communtity Notified FAPYes (X)CommuntityNotifiedFAPInd
FAP TranslatedYes (X)FAPTranslatedInd
FAP Actions On NonpaymentYes (1)FAPActionsOnNonpaymentInd
Permit No ActionsYes (X)PermitNoActionsInd
Collection Activities0CollectionActivitiesInd
Provided Written NoticeYes (X)ProvidedWrittenNoticeInd
Made Effort Orally NotifyYes (X)MadeEffortOrallyNotifyInd
Processed FAP ApplicationYes (X)ProcessedFAPApplicationInd
Made Presumptive Elig DetermYes (X)MadePresumptiveEligDetermInd
Nondis Emergency Care PolicyYes (1)NondisEmergencyCarePolicyInd
Look Back Medicare PrivateYes (X)LookBackMedicarePrivateInd
Amounts Generally Billed0AmountsGenerallyBilledInd
Gross Charges0GrossChargesInd

Supplemental Information SupplementalInformationGrp (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
MERITER HOSPITAL, INC.PART V, SECTION B, LINE 5: UNITYPOINT HEALTH - MERITER, TOGETHER WITH OUR HEALTHY DANE COLLABORATIVE PARTNERS (SSM/ST. MARY'S, STOUGHTON HOSPITAL, UW HEALTH, GHC OF SOUTH-CENTRAL WI AND PUBLIC HEALTH MADISON DANE COUNTY) USED THE COUNTY HEALTH RANKINGS FRAMEWORK FOR OUR ASSESSMENT. WE KNOW THAT ENVIRONMENTAL AND SOCIAL FACTORS GREATLY IMPACT THE HEALTH OF THE COMMUNITY. WE ASSESSED INPUT FROM THE COMMUNITY AND DATA RELATED TO EACH OF THE HEALTH FACTORS IN THE COUNTY HEALTH RANKINGS MODEL TO BETTER UNDERSTAND WHAT IS IMPACTING THE HEALTH OF OUR COMMUNITY: HEALTH BEHAVIORS, CLINICAL CARE, SOCIAL & ECONOMIC FACTORS AND THE PHYSICAL ENVIRONMENT. WE ALSO USED A HEALTH EQUITY LENS IN OUR ASSESSMENT. WE ARE COMMITTED TO ADDRESSING HEALTH INEQUITIES: "TYPES OF UNFAIR HEALTH DIFFERENCES CLOSELY LINKED WITH SOCIAL, ECONOMIC OR ENVIRONMENTAL DISADVANTAGES THAT ADVERSELY AFFECT A GROUP OF PEOPLE."(ATTAINING HEALTH EQUITY. CDC. RETRIEVED FROM: HTTPS://WWW.CDC.GOV/NCCDPHP/DCH/PROGRAMS/HEALTHYCOMMUNITIESPROGRAM/OVERVIEW/HEALTHEQUITY.HTM )WE USED QUALITATIVE AND QUANTITATIVE DATA TO INFORM OUR ASSESSMENT. WE HELD COMMUNITY-BASED FOCUS GROUPS THROUGHOUT THE SUMMER OF 2018 WITH THE FOLLOWING GROUPS: SSM/ST. MARY'S COMMUNITY PARTNER BREAKFAST, HOUSING AND HEALTHCARE (H2) MEETING, SSM DMG PATIENT ADVISORY GROUP, STOUGHTON BUSINESS HEALTH AND WELLNESS ROUNDTABLE, CENTRO HISPANO KEY INFORMANT INTERVIEW, WISCONSIN FAITH VOICES FOR JUSTICE, HARAMBEE VILLAGE DOULAS, SAVING OUR BABIES PUBLIC ENGAGEMENT SESSIONS AND BLACK MEN'S HEALTH TOWN HALL MEETING. THE MEMBERS OF THE HEALTHY DANE COLLABORATIVE FACILITATED THESE MEETINGS WITH THE FOCUS TOPIC AREAS OF MATERNAL AND CHILD HEALTH, MENTAL HEALTH, SUBSTANCE USE AND CHRONIC DISEASE. WE USED THE FOLLOWING QUESTIONS TO GUIDE THE DISCUSSION: "THINKING ABOUT [INSERT FOCUS TOPIC AREA], WHAT WOULD A HEALTHY COMMUNITY LOOK LIKE TO YOU? AND "IN WHAT WAYS CAN HOSPITALS AND HEALTH SYSTEMS PARTNER WITH THE COMMUNITY TO ADDRESS [INSERT FOCUS TOPIC AREA]?"
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 7D: THE COLLABORATIVE'S VENDOR, HEALTHY COMMUNITY INSTITUTE (HCI), DEVELOPS AND MAINTAINS A HIGH-QUALITY DATA AND DECISION-SUPPORT INFORMATION SYSTEM TO AID IN INDICATOR TRACKING, BEST-PRACTICE SHARING AND COMMUNITY DEVELOPMENT. THE SYSTEM PROVIDES ACCESS TO A TEMPLATE, ALONG WITH SUPPORTING SERVICES, TO COMMUNITIES TO HELP IMPROVE QUALITY OF LIFE AND OUTCOMES. IN ADDITION THE CHNA IS POSTED ON THE MERITER HOSPITAL SITE.
MERITER HOSPITAL, INC.PART V, SECTION B, LINE 11: WE RECOGNIZE THERE ARE DATA LIMITATIONS: COUNTY AND LOCAL LEVEL DATA BROKEN DOWN BY RACE, ETHNICITY, SOCIOECONOMIC STATUS AND OTHER DEMOGRAPHICS IS NOT ALWAYS AVAILABLE. THESE DATA ARE INCLUDED WHENEVER POSSIBLE. COMMUNITY INPUT SESSIONS REPRESENT VOICES FROM BOTH COMMUNITY LEADERS AND VULNERABLE POPULATIONS. BECAUSE INEQUITIES CONTINUE TO EXIST IN MATERNAL CHILD HEALTH, MENTAL HEALTH, CHRONIC CONDITIONS AND SUBSTANCE ABUSE, WE CHOSE TO FOCUS OUR QUESTIONS IN THOSE SPECIFIC AREAS. IN ADDITION, WE SOUGHT TO BETTER UNDERSTAND HOW HEALTH SYSTEMS AND THE COMMUNITY COULD BETTER PARTNER TOGETHER TO IMPROVE HEALTH OUTCOMES.WE KNOW THAT GENERALLY, DANE COUNTY'S HEALTH OUTCOMES FAIR BETTER THAN MANY STATE AND NATIONAL AVERAGES. HOWEVER, THE STATE AND NATIONAL AVERAGES DO NOT ADEQUATELY CAPTURE THE INEQUITIES BETWEEN POPULATIONS.COMMUNITY MEMBERS VOICED:-- A DESIRE FOR EQUAL OPPORTUNITY, RESOURCES AND RESPECT-- RESILIENCY AND COMMITMENT TO THE COMMUNITY-- A NEED FOR COORDINATED COMMUNITY RESOURCES-- IMPORTANCE OF CONNECTEDNESS AND SOCIAL COHESION-- A NEED FOR CULTURALLY RESPONSIVE CAREBOTH COMMUNITY INPUT AND QUANTITATIVE DATA WERE USED TO ASSESS THE NEEDS AND ASSETS OF DANE COUNTY. AREAS OF HIGH COMMUNITY NEED AND PRIORITY FOCUS WERE IDENTIFIED USING THE FOLLOWING CRITERIA:-- DATA INDICATED AN INEQUITY, DISPARITY OR NOTABLE DIFFERENCES IN OUTCOMES WITHIN THE POPULATION-- COMMUNITY VOICED NEED-- DATA INDICATED THAT DANE COUNTY OUTCOMES ARE WORSE THAN STATE OR NATIONAL OUTCOMES-- ESTABLISHED COLLABORATION AND CONTINUING MOMENTUM OF EXISTING WORK-- AREAS OF IDENTIFIED INEQUITIES WERE WEIGHTED THE MOST HIGHLY WHEN PRIORITIZING HEALTH NEEDS.AFTER CAREFUL AND THOROUGH REVIEW OF AVAILABLE DATA, BOTH QUANTITATIVE AND QUALITATIVE, THE HEALTHY DANE COLLABORATIVE IDENTIFIED FOUR PRIORITY HEALTH OUTCOMES: MATERNAL AND CHILD HEALTH, CHRONIC CONDITIONS, MENTAL HEALTH/BEHAVIORAL HEALTH AND SUBSTANCE USE DISORDERS.
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.
FieldValueIRS element (for citing)
Facility4FacilityNum

Oth Hlth Care Fclts Not Hospital OthHlthCareFcltsNotHospitalGrp

Oth Hlth Care Fclts OthHlthCareFcltsGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdFacilityFacilityTxt
1 - CHILD & ADOLESCENT PSYCHIATRY
8001 RAYMOND ROADMADISONWI53719INPATIENT PSYCHIATRY SERVICES
2 - MERITER NEWSTART
1015 GAMMON LANEMADISONWI53719SUBSTANCE ABUSE TREATMENT PROGRAM
3 - MERITER WELLNESS CENTER
501 W BELTLINE HWY SUITE 207MADISONWI53713CARDIOVASCULAR & PULMONARY REHAB & NUTRITION
4 - CENTER FOR PERINATAL CARE
202 S PARK STMADISONWI53715PREGNANCY CARE

Supplemental Information Detail SupplementalInformationDetail (12 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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:MERITER STRIVES TO HELP CREATE A HEALTHY COMMUNITY INCLUDING STRONG SCHOOLS, SAFE NEIGHBORHOODS AND DIVERSE WORKFORCE. THROUGH PARTNERSHIPS WITH LOCAL NON-PROFIT ORGANIZATIONS AND COMMUNITY GROUPS, MERITER IS WORKING TO STRENGTHEN THE COMMUNITY THROUGH CHARITABLE GIVING AND COMMUNITY ENGAGEMENT. WITH THE SUPPORT OF THE FOUNDATION FOR MADISON PUBLIC SCHOOLS, MERITER ADOPTED JAMES MADISON MEMORIAL HIGH SCHOOL AND ENGAGES IN SEVERAL PARTNERSHIP ACTIVITIES TO ENHANCE EDUCATIONAL ATTAINMENT. THE BAYVIEW COMMUNITY, LOCATED ACROSS THE STREET FROM MERITER, IS A CDA HOUSING COMMUNITY, HOME TO A DIVERSE COMMUNITY OF RESIDENTS AND IMMIGRANTS; OVER 80% OF WHOM IDENTIFY AS HMONG. MERITER SUPPORTS BAYVIEW'S GIVING GARDEN, LOCATED ON THE MERITER HOSPITAL GROUNDS. THE GIVING GARDEN INCREASED THE BAYVIEW COMMUNITY'S ACCESS TO HEALTHY AND FRESH, CULTURALLY APPROPRIATE FOOD CHOICES. AS OF SEPTEMBER 2018, YOUTH HARVESTED APPROXIMATELY 450 POUNDS OF ORGANIC PRODUCE! THE HIGHLIGHT OF THE PROGRAM ACCORDING TO THE YOUTH PARTICIPANTS WAS WORK IN THE GARDEN. YOUTH PREPARED THE SOIL, MULCHED, WEEDED, PLANTED, TRIMMED, WATERED, BUILT STRUCTURAL SUPPORT FOR PLANTS, INSTALLED FENCING, LABELED PLANTS, CREATED A GARDEN MAP, PERFORMED SOIL TESTS, REMOVED PESTS, AND HARVESTED PRODUCE. YOUTH WORKED TOGETHER TOWARD A COMMON GOAL: TO PROVIDE FRESH, ORGANIC PRODUCE TO THE BAYVIEW COMMUNITY. THEY SPENT STRUCTURED TIME OUTSIDE AND AWAY FROM DIGITAL DEVICES AND, INSTEAD, WATCHED THE GARDEN CHANGE THROUGHOUT THE SEASON AND TOOK OWNERSHIP OF THE HEALTH OF THE PLANTS. PARTICIPANTS GAINED FAMILIARITY WITH HANDLING VEGETABLES FOR FOOD PREPARATION. YOUTH CHOPPED, TRIMMED, AND PEELED VEGETABLES AND HERBS, AND LEARNED TO FOLLOW RECIPES. YOUTH EXPERIMENTED WITH RECIPES AND TASTE-TESTED A VARIETY OF HEALTHY SNACK ALTERNATIVES. YOUTH LEARNED ABOUT MINDFUL EATING AND HOW TO BETTER UNDERSTAND HUNGER CUES.MERITER IS ALSO WORKING WITH SEVERAL COMMUNITY GROUPS TO FUND TRAINING PROGRAMS, SCHOLARSHIPS AND TUTORING PROGRAMS. EXAMPLES INCLUDE THE URBAN LEAGUE OF GREATER MADISON, AVID/TOPS (PARTNERSHIP WITH MADISON METROPOLITAN SCHOOL DISTRICT AND THE BOYS AND GIRLS CLUB OF DANE COUNTY), OPERATION FRESH START AND MADISON COLLEGE HEALTH PROFESSIONS PROGRAM.
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:UNITYPOINT HEALTH - MERITER, TOGETHER WITH OUR HEALTHY DANE COLLABORATIVE PARTNERS (SSM/ST. MARY'S, STOUGHTON HOSPITAL, UW HEALTH, GHC OF SOUTH-CENTRAL WI AND PUBLIC HEALTH MADISON DANE COUNTY) COLLABORATIVE COMPLETED THE HEALTH ASSESSMENT OF DANE COUNTY. WE ENDORSED ONE SINGLE COMMUNITY HEALTH NEEDS ASSESSMENT FOR OUR COMMUNITY, THE FIRST FOR DANE COUNTY. SECONDARY DATA WAS COMPLIED BY THE HEALTHY COMMUNITY INSTITUTE/CONDUENT. THE DATA WAS VALIDATED BY OUR COMMUNITY ENGAGEMENT SESSIONS/FOCUS GROUPS.
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 546,695. MADISON HAS 269,840 RESIDENTS, ALMOST HALF OF THE COUNTY'S POPULATION. AND AMONG ITS RESIDENTS ARE MORE THAN 45,000 UW STUDENTS. THE RACIAL DEMOGRAPHICS IN DANE COUNTY ARE CHANGING. IN 2020, BLACK/AFRICAN AMERICANS MADE UP 5.5% OF THE DANE COUNTY POPULATION; ASIANS MADE UP 5.9%; WHITE/CAUCASIANS 84.9%; AND AMERICAN INDIAN OR ALASKA NATIVE 0.5%. IN ADDITION, 6.5% 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 95.8% HIGH SCHOOL GRADUATION RATE HAS IMPROVED SIGNIFICANTLY OVER THE YEARS AND IS NOW ABOVE THE NATIONAL AVERAGE OF 87.7%. 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 51.4%, WI 30.1%, US 33.1%). THE MEDIAN HOUSEHOLD INCOME IS ALSO HIGHER IN DANE COUNTY ($73,893) THAN IN WI ($61,747). THERE IS CONSIDERABLE VARIABILITY WHEN YOU DISAGGREGATE MEDIAN HOUSEHOLD INCOME BY RACE AND ETHNICITY; THE MEDIAN INCOME FOR BLACK HOUSEHOLDS IS CLOSER TO $30,000 AND FOR HISPANIC OR LATINO HOUSEHOLDS IS JUST UNDER $40,000.DESPITE DANE COUNTY'S HIGH MEDIAN HOUSEHOLD INCOME AND LOW UNEMPLOYMENT RATE (3.1%), DANE COUNTY IS FACED WITH AN INCREASING NUMBER OF PEOPLE LIVING IN POVERTY. 9.4% 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, 29.4% OF CHILDREN IN DANE COUNTY ARE ELIGIBLE FOR FREE OR REDUCED-PRICE LUNCH.
PART VI, LINE 5:MERITER IS A LOCALLY MANAGED AND A LOCALLY GOVERNED HOSPITAL. THE COMMUNITY-BASED BOARD OF DIRECTORS IS COMMITTED TO PROTECTING THE HEALTH OF THE COMMUNITY THROUGH SUSTAINING SEVERAL OF MERITER'S PROGRAMS AND SERVICES THAT ONLY MERITER PROVIDES. SEVERAL YEARS AGO, THE BOARD MADE A PLEDGE TO CONTINUE TO PROVIDE CHILD AND ADOLESCENT PSYCHIATRIC SERVICES EVEN WHEN OTHER PROVIDERS CHOSE NOT TO PROVIDE SUPPORT.
PART VI, LINE 6:THE HOSPITAL IS PART OF IOWA HEALTH SYSTEM (D/B/A UNITYPOINT HEALTH). AS THE NATION'S 13TH LARGEST NONPROFIT HEALTH SYSTEM, UNITYPOINT HEALTH PROVIDES PROGRESSIVE AND HIGH QUALITY SERVICES ACROSS ITS 9 REGIONS WHICH SPAN IOWA, WESTERN ILLINOIS AND SOUTHERN WISCONSIN. THIS REGIONAL CARE MODEL HAS BEEN SUCCESSFUL IN ACHIEVING STANDARDIZED LEVELS OF PERFORMANCE AND KEEPING CARE LOCAL. WITH $4.6B IN TOTAL OPERATING REVENUE, UNITYPOINT HEALTH EMPLOYS APPROXIMATELY 33,000 TEAM MEMBERS AND OPERATES 20 REGIONAL HOSPITALS, 19 COMMUNITY NETWORK HOSPITALS AND OVER 400 CLINICS. AS A KEY COMPONENT OF UNITYPOINT HEALTH, UNITYPOINT CLINIC IS A 1,100 PROVIDER MULTISPECIALTY GROUP THAT IS BUILT ON THE FOUNDATION OF CARE DELIVERY, INNOVATION AND EXPERIENCE. REPRESENTED BY OVER 40 SPECIALTIES, UPC IS A FORWARD-THINKING DELIVERY PROVIDER AND IS ON THE LEADING EDGE OF CARE DELIVERY WITH ITS TELEHEALTH, AMBULATORY AND URGENT CARE PROGRAMS. THE DIVERSIFIED HEALTH SYSTEM ALSO INCLUDES UNITYPOINT ACCOUNTABLE CARE, UNITYPOINT HEALTH COLLEGES, UNITYPOINT AT HOME AND EXTENDS HEALTH COVERAGE THROUGH THE HEALTHPARTNERS UNITYPOINT INSURANCE PLAN. 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 2020, UNITYPOINT HEALTH AND ITS AFFILIATES PROVIDED MORE THAN $651 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 STATESWI

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeHOSPITAL SCHOLARSHIPSGrantTypeTxt
Recipient30RecipientCnt
Cash Grant$30,000CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationGRANTS 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

FieldValueIRS element (for citing)
Club Dues Or FeesYes (X)ClubDuesOrFeesInd
Written Policy Ref T And E ExpnssYes (1)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (1)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (1)SupplementalNonqualRtrPlanInd
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 (11 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
ART NIZZA DSW
FORMER CEO UPH-MERITER$0$788,077$0$358,849$0$47,125$0$308,021$0$23,593$0$1,525,665$0$0
SUE ERICKSON
BOARD MEMBER/CEO/ASST TREAS$0$489,104$0$172,297$0$46,377$0$152,871$0$25,009$0$885,658$0$0
PAM WETZEL MD
CMO/ASST SECRETARY$0$424,509$0$155,863$0$25,491$0$91,253$0$19,700$0$716,816$0$0
JAMES ARNETT
CHIEF OPERATING OFFICER$0$311,845$0$105,579$0$16,513$0$85,442$0$26,676$0$546,055$0$0
BETH ERDMAN
CFO/SECRETARY/TREASURER$0$313,738$0$113,974$0$17,576$0$73,198$0$3,225$0$521,711$0$0
SHERRY CASALI
CHIEF NURSING OFFICER$0$262,872$0$90,108$0$18,832$0$53,337$0$13,063$0$438,212$0$0
CHRISTINA JACKSON
DIR PERIOPERATIVE SVCS$190,218$0$28,827$0$787$0$9,046$0$28,915$0$257,793$0$0$0
KATHERINE KOSTRIVAS
EXEC DIRECTOR JOA$187,116$0$35,719$0$1,165$0$9,140$0$21,559$0$254,699$0$0$0
MARLENE K NAHAVANDI
REGISTERED NURSE$187,091$0$750$0$1,057$0$16,868$0$25,271$0$231,037$0$0$0
KRISTINE HOLMES
DIR MED/SURG NURSE$161,272$0$21,998$0$2,740$0$7,613$0$20,305$0$213,928$0$0$0
JULIE SAMPSON
DIR PATIENT EXPERIENCE$153,818$0$28,287$0$1,112$0$7,383$0$8,942$0$199,542$0$0$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 1AHEALTH OR SOCIAL CLUB DUES OR INITIATION FEES: BUSINESS CLUB DUES WERE PAID FOR ONE PERSON. THE BUSINESS CLUB IS AN IRS SECTION 501(C)(7).
PART I, LINE 4BNONQUALIFIED RETIREMENT PLAN EARNINGS: THE FOLLOWING INDIVIDUAL PARTICIPATED IN A NON-QUALIFIED RETIREMENT PLAN WITH THE FOLLOWING CHANGE TO THEIR ACCOUNT: JAMES ARNETT $74,042; BETH ERDMAN $61,798; SUE ERICKSON $141,471; ARTHUR NIZZA, DSW $288,001; PAM WETZEL $79,853;SHERRY CASALI $41,937.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 6MERITER HEALTH SERVICES, INC., A TAX-EXEMPT, WISCONSIN NOT-FOR-PROFIT CORPORATION, IS THE SOLE MEMBER.
FORM 990, PART VI, SECTION A, LINE 7AMERITER HEALTH SERVICES, INC., AS SOLE MEMBER, SHALL APPOINT ALL MEMBERS OF THE BOARD OF DIRECTORS.
FORM 990, PART VI, SECTION A, LINE 7BMERITER 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 11BTHE FORM 990 IS PREPARED INTERNALLY BY THE IOWA HEALTH SYSTEM TAX DEPARTMENT USING INFORMATION GATHERED FROM VARIOUS FUNCTIONAL AREAS OF THE ORGANIZATION. EACH SECTION OF THE RETURN IS REVIEWED BY THE RESPONSIBLE FUNCTIONAL AREA ALONG WITH THE TAX DEPARTMENT. A DRAFT COPY OF THE RETURN IS PROVIDED TO THE CFO FOR REVIEW. A FULL COPY OF THE FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS PRIOR TO FILING WITH THE IRS.
FORM 990, PART VI, SECTION B, LINE 12CTHE 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 15THE 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 CEO FORUM GROUP AND SVP POSITIONS FOR 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 2020 FOR THE FOLLOWING INDIVIDUALS: SUSAN ERICKSON & ART NIZZA. 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 18BECAUSE 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 19THE 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 18,502,363. ASSETS RELEASED WITHOUT DONOR RESTRICTION -131,498. ASSETS RELEASED WITH DONOR RESTRICTION FOUNDATION 564,332. UPH TRANSFERS 780,633. OTHER 299,087. RELEASED FOR CAPITAL AND OTHER 567,361.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (75 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationInd
ABBE CENTER FOR COMMUNITY MENTAL HEALTH INC
740 N 15TH AVE NO AHIAWATHAIA52233421045257MENTAL HEALTH CAREIA501(C)(3)509(A)(2)ABBEHEALTH INC0
ABBEHEALTH INC
740 N 15TH AVE NO AHIAWATHAIA52233421373123SUPPORT AFFILIATES' MISSION TO IMPROVE HEALTH CAREIA501(C)(3)509(A)(3), TYPE IIIST LUKE'S HEALTHCARE0
AGING SERVICES INC
740 N 15TH AVE NO AHIAWATHAIA52233237085316SENIOR SERVICESIA501(C)(3)170(B)(1) (A)(VI)ABBEHEALTH INC0
ALLEN COLLEGE
1825 LOGAN AVENUEWATERLOOIA50703421351526EDUCATE AND DEVELOP HEALTHCARE PROFESSIONALSIA501(C)(3)170(B)(1) (A)(II)ALLEN HEALTH SYSTEMS INC0
ALLEN HEALTH SYSTEMS INC
1825 LOGAN AVENUEWATERLOOIA50703421201924SUPPORT AFFILIATES' MISSION TO IMPROVE HEALTH CAREIA501(C)(3)509(A)(3), TYPE IIIOWA HEALTH SYSTEM0
ALLEN MEMORIAL HOSPITAL CORPORATION
1825 LOGAN AVENUEWATERLOOIA50703420698265HOSPITALIA501(C)(3)170(B)(1) (A)(III)ALLEN HEALTH SYSTEMS INC0
ANAMOSA AREA AMBULANCE SERVICE
101 GRANT WOOD DRIVEANAMOSAIA52205421466284PROVIDE AMBULANCE SERVICESIA501(C)(3)509(A)(3), TYPE IIIST LUKE'SJONES REGIONAL MEDICAL CENTER0
BLACK HAWK-GRUNDY MENTAL HEALTH CENTER INC
3251 WEST NINTH STREETWATERLOOIA50702420733463MENTAL HEALTH CAREIA501(C)(3)170(B)(1) (A)(VI)ALLEN HEALTH SYSTEMS INC0
CENTER FOR ALCOHOL AND DRUG SERVICES INC
4869 FOREST GROVE DRIVEBETTENDORFIA52722421134273SUBSTANCE ABUSE SERVICESIA501(C)(3)170(B)(1) (A)(VI)THE ROBERT YOUNG CENTER FOR COMMUNITY MENTAL HEALTH0
CENTRAL IOWA HEALTH PROPERTIES CORPORATION
1200 PLEASANT STREETDES MOINESIA50309421233759PROPERTY HOLDING COMPANYIA501(C)(2)CENTRAL IOWA HEALTH SYSTEM0
CENTRAL IOWA HEALTH SYSTEM
1200 PLEASANT STREETDES MOINESIA50309421189791SUPPORT AFFILIATES' MISSION TO IMPROVE HEALTH CAREIA501(C)(3)509(A)(3), TYPE IIIOWA HEALTH SYSTEM0
CENTRAL IOWA HOSPITAL CORPORATION
1200 PLEASANT STREETDES MOINESIA50309420680452HOSPITALIA501(C)(3)170(B)(1) (A)(III)CENTRAL IOWA HEALTH SYSTEM0
CHATHAM OAKS
740 N 15TH AVE NO AHIAWATHAIA52233421302928MENTAL HEALTH AND/OR DISABILITY RESIDENTIAL TREATMENT SERVICESIA501(C)(3)509(A)(2)ABBEHEALTH INC0
DES MOINES AREA MEDICAL EDUCATION CONSORTIUM INC
1415 WOODLAND AVE SUITE 130DES MOINESIA50309421412497COORDINATION OF MEDICAL EDUCATION PROGRAMSIA501(C)(3)509(A)(3), TYPE III0
EYERLY-BALL COMMUNITY MENTAL HEALTH SERVICES
945 19TH STREETDES MOINESIA50314420942273MENTAL HEALTH CAREIA501(C)(3)509(A)(2)CENTRAL IOWA HEALTH SYSTEM0
FINLEY TRI-STATES HEALTH GROUP INC
350 NORTH GRANDVIEW AVENUEDUBUQUEIA52001421307495SUPPORT AFFILIATES' MISSION TO IMPROVE HEALTH CAREIA501(C)(3)509(A)(3), TYPE IIIOWA HEALTH SYSTEM0
FRIENDS OF THE BLACK HAWK-GRUNDY MENTAL HEALTH CENTER
3820 HILLSIDE DRIVECEDAR FALLSIA50613421372380CHARITABLE FUNDRAISINGIA501(C)(3)170(B)(1) (A)(VI)ALLEN HEALTH SYSTEMS INC0
GRINNELL REGIONAL MEDICAL CENTER
210 FOURTH AVENUEGRINNELLIA50112420933383HOSPITALIA501(C)(3)170(B)(1) (A)(III)CENTRAL IOWA HEALTH SYSTEM0
GRINNELL REGIONAL MEDICAL CENTER AUXILIARY
210 FOURTH AVENUEGRINNELLIA50112237075505CHARITABLE FUNDRAISING AND VOLUNTEER SERVICESIA501(C)(3)509(A)(3), TYPE IGRINNELL REGIONAL MEDICAL CENTER0
GRINNELL REGIONAL MEDICAL CENTER FOUNDATION
210 FOURTH AVENUEGRINNELLIA50112421454737CHARITABLE FUNDRAISINGIA501(C)(3)509(A)(3), TYPE IGRINNELL REGIONAL MEDICAL CENTER0
HULT CENTER FOR HEALTHY LIVING INC
5409 N KNOXVILLE AVEPEORIAIL61614363510390HEALTH EDUCATION TO THE COMMUNITYIL501(C)(3)170(B)(1) (A)(VI)PROCTOR HOSPITAL0
HUMAN SERVICE CENTER
600 FAYETTE PO BOX 1346PEORIAIL61654371004882MENTAL HEALTH CAREIL501(C)(3)170(B)(1) (A)(VI)UNITYPOINT HEALTH - UNITYPLACE0
IOWA HEALTH FOUNDATION
1415 WOODLAND AVE SUITE E-200DES MOINESIA50309421467682CHARITABLE FUNDRAISINGIA501(C)(3)170(B)(1) (A)(VI)CENTRAL IOWA HEALTH SYSTEM0
IOWA HEALTH SYSTEM
1776 WEST LAKES PKWY 400WEST DES MOINESIA50266421435199SUPPORT AFFILIATES' MISSION TO IMPROVE HEALTH CAREIA501(C)(3)509(A)(3), TYPE III0
IOWA PHYSICIANS CLINIC MEDICAL FOUNDATION
1776 WEST LAKES PKWY 400WEST DES MOINESIA50266421411630PRIMARY HEALTH CARE SERVICESIA501(C)(3)170(B)(1) (A)(III)IOWA HEALTH SYSTEM0
KEOKUK AREA HOSPITAL
1600 MORGAN STREETKEOKUKIA52632420710268HOSPITALIA501(C)(3)170(B)(1) (A)(III)KEOKUK HEALTH SYSTEMS INC0
KEOKUK AREA HOSPITAL FOUNDATION
1600 MORGAN STREETKEOKUKIA52632421202608CHARITABLE FUNDRAISINGIA501(C)(3)509(A)(3) TYPE IIKEOKUK HEALTH SYSTEMS INC0
KEOKUK HEALTH SYSTEMS INC
1600 MORGAN STREETKEOKUKIA52632421237361SUPPORT AFFILIATES' MISSION TO IMPROVE HEALTH CAREIA501(C)(3)509(A)(3), TYPE IIIOWA HEALTH SYSTEM0
MEMORIAL FOUNDATION OF ALLEN HOSPITAL
1825 LOGAN AVENUEWATERLOOIA50703421201138CHARITABLE FUNDRAISINGIA501(C)(3)170(B)(1) (A)(VI)ALLEN HEALTH SYSTEMS INC0
MERITER FOUNDATION INC
202 SOUTH PARK STREETMADISONWI53715237098688CHARITABLE FUNDRAISINGWI501(C)(3)170(B)(1) (A)(VI)MERITER HEALTH SERVICES INC0
MERITER HEALTH SERVICES INC
202 SOUTH PARK STREETMADISONWI53715391412318SUPPORT AFFILIATES' MISSION TO IMPROVE HEALTH CAREWI501(C)(3)509(A)(3), TYPE IIIIOWA HEALTH SYSTEM0
MERITER HOSPITAL INC
202 SOUTH PARK STREETMADISONWI53715390806367HOSPITALWI501(C)(3)170(B)(1) (A)(III)MERITER HEALTH SERVICES INC0
METHODIST HEALTH SERVICES CORPORATION
221 NORTHEAST GLEN OAK AVENUEPEORIAIL61636371111135SUPPORT AFFILIATES' MISSION TO IMPROVE HEALTH CAREIL501(C)(3)509(A)(3), TYPE IIIIOWA HEALTH SYSTEM0
METHODIST MEDICAL CENTER FOUNDATION
221 NORTHEAST GLEN OAK AVENUEPEORIAIL61636510186460CHARITABLE FUNDRAISINGIL501(C)(3)170(B)(1) (A)(VI)METHODIST HEALTH SERVICES CORPORATION0
METHODIST MEDICAL CENTER OF ILLINOIS
221 NORTHEAST GLEN OAK AVENUEPEORIAIL61636370661223HOSPITALIL501(C)(3)170(B)(1) (A)(III)METHODIST HEALTH SERVICES CORPORATION0
METHODIST SERVICES INC
221 NORTHEAST GLEN OAK AVENUEPEORIAIL61636371111134OFFICE RENTALIL501(C)(3)509(A)(2)METHODIST HEALTH SERVICES CORPORATION0
NELLIE R SHERWOOD TRUST
1026 A AVENUE NECEDAR RAPIDSIA52402426061621PAY MEDICAL BILLS OF RETIRED TEACHERS UNABLE TO PAYIA501(C)(3)509(A)(3), TYPE IST LUKE'S METHODIST HOSPITAL0
NORTHWEST IOWA HOSPITAL CORPORATION
2720 STONE PARK BLVDSIOUX CITYIA51104421019872HOSPITALIA501(C)(3)170(B)(1) (A)(III)ST LUKE'S HEALTH SYSTEM INC0
PARK COURT LIMITED
600 SOUTH 13TH STREETPEKINIL61554371178386SUPPORT AFFILIATES' MISSION TO IMPROVE HEALTH CAREIL501(C)(3)509(A)(3), TYPE IIMETHODIST HEALTH SERVICES CORPORATION0
PEKIN MEMORIAL HOSPITAL
600 SOUTH 13TH STREETPEKINIL61554370692351HOSPITALIL501(C)(3)170(B)(1) (A)(III)METHODIST HEALTH SERVICES CORPORATION0
PENN CENTER INC
740 N 15TH AVE NO AHIAWATHAIA52233421421803RESIDENTIAL TREATMENT SERVICES FOR INDEPENDENT LIVINGIA501(C)(3)509(A)(2)ABBEHEALTH INC0
PRAIRIE VIEW VILLAS NO 1
1900 SPRING ROAD STE 300OAK BROOKIL60523261755679MENTAL HEALTH AND/OR DISABILITY RESIDENTIAL TREATMENT SERVICESIL501(C)(3)170(B)(1) (A)(VI)TAZWOOD MENTAL HEALTH CENTER INC0
PROCTOR HEALTH CARE INCORPORATED
5409 N KNOXVILLE AVEPEORIAIL61614371133412SUPPORT AFFILIATES' MISSION TO IMPROVE HEALTH CAREIL501(C)(3)509(A)(3), TYPE IIMETHODIST HEALTH SERVICES CORPORATION0
PROCTOR HEALTH SYSTEMS
5409 N KNOXVILLE AVEPEORIAIL61614364147437PRIMARY HEALTH CARE SERVICESIL501(C)(3)170(B)(1) (A)(III)METHODIST HEALTH SERVICES CORPORATION0
PROCTOR HOSPITAL
5409 N KNOXVILLE AVEPEORIAIL61614370681540HOSPITALIL501(C)(3)170(B)(1) (A)(III)METHODIST HEALTH SERVICES CORPORATION0
PROGRESSIVE HEALTH SYSTEMS
600 SOUTH 13TH STREETPEKINIL61554371200263SUPPORT AFFILIATES' MISSION TO IMPROVE HEALTH CAREIL501(C)(3)509(A)(3), TYPE IIMETHODIST HEALTH SERVICES CORPORATION0
SELF INSURANCE TRUST AGREEMENT EST BY METHODIST MEDICAL CENTER OF ILLINOIS
221 NORTHEAST GLEN OAK AVENUEPEORIAIL61636376181831FUND SELF-INSURANCE PLANIL501(C)(3)509(A)(3), TYPE IMETHODIST MEDICAL CENTER OF ILLINOIS0
SIOUXLAND PACE INC
1200 TRI VIEW AVESIOUX CITYIA51103261120134ALL-INCLUSIVE CARE FOR THE ELDERLYIA501(C)(3)170(B)(1) (A)(III)ST LUKE'S HEALTH SYSTEM INC0
ST LUKE'S HEALTH RESOURCES
2720 STONE PARK BLVDSIOUX CITYIA51104421059182OUTPATIENT CLINICS AND HEALTHCARE SERVICESIA501(C)(3)509(A)(2)ST LUKE'S HEALTH SYSTEM INC0
ST LUKE'S HEALTH SYSTEM INC
2720 STONE PARK BLVDSIOUX CITYIA51104421294091SUPPORT AFFILIATES' MISSION TO IMPROVE HEALTH CAREIA501(C)(3)509(A)(3), TYPE IIIIOWA HEALTH SYSTEM0
ST LUKE'S HEALTHCARE
1026 A AVENUE NECEDAR RAPIDSIA52402421487968SUPPORT AFFILIATES' MISSION TO IMPROVE HEALTH CAREIA501(C)(3)509(A)(3), TYPE IIIOWA HEALTH SYSTEM0
ST LUKE'S METHODIST HOSPITAL
1026 A AVENUE NECEDAR RAPIDSIA52402420504780HOSPITALIA501(C)(3)170(B)(1) (A)(III)ST LUKE'S HEALTHCARE0
ST LUKE'SJONES REGIONAL MEDICAL CENTER
1795 HIGHWAY 64 EASTANAMOSAIA52205421487967HOSPITALIA501(C)(3)170(B)(1) (A)(III)ST LUKE'S HEALTHCARE0
STL CARE COMPANY
1026 A AVENUE NECEDAR RAPIDSIA52402421276632IMPROVE PUBLIC HEALTH SERVICESIA501(C)(3)509(A)(2)ST LUKE'S HEALTHCARE0
TAZWOOD MENTAL HEALTH CENTER INC
3248 VANDEVER AVEPEKINIL61554371278969MENTAL HEALTH CAREIL501(C)(3)170(B)(1) (A)(VI)UNITYPOINT HEALTH - UNITYPLACE0
THE DUBUQUE VISITING NURSE ASSOCIATION
350 NORTH GRANDVIEW AVENUEDUBUQUEIA52001420680410PUBLIC HEALTH SERVICES/HOME CAREIA501(C)(3)509(A)(2)FINLEY TRI-STATES HEALTH GROUP INC0
THE FINLEY HOSPITAL
350 NORTH GRANDVIEW AVENUEDUBUQUEIA52001420680354HOSPITALIA501(C)(3)170(B)(1) (A)(III)FINLEY TRI-STATES HEALTH GROUP INC0
THE ROBERT YOUNG CENTER FOR COMMUNITY MENTAL HEALTH
2701 17TH STREETROCK ISLANDIL61201363678909MENTAL HEALTH CAREIL501(C)(3)170(B)(1) (A)(VI)TRINITY REGIONAL HEALTH SYSTEM0
TRIMARK PHYSICIANS GROUP
802 KENYON ROADFORT DODGEIA50501453791448SUPPORT SERVICES FOR MEDICAL CARE AND HEALTH SERVICESIA501(C)(3)170(B)(1) (A)(III)TRINITY HEALTH SYSTEMS INC0
TRINITY COLLEGE OF NURSING & HEALTH SCIENCES
2122 25TH AVEROCK ISLANDIL61201810994377EDUCATE AND DEVELOP HEALTHCARE PROFESSIONALSIL501(C)(3)170(B)(1) (A)(II)TRINITY MEDICAL CENTER0
TRINITY HEALTH FOUNDATION
802 KENYON ROADFORT DODGEIA50501421222381CHARITABLE FUNDRAISINGIA501(C)(3)170(B)(1) (A)(VI)TRINITY HEALTH SYSTEMS INC0
TRINITY HEALTH FOUNDATION
2701 17TH STREETROCK ISLANDIL61201363321751CHARITABLE FUNDRAISINGIL501(C)(3)170(B)(1) (A)(VI)TRINITY REGIONAL HEALTH SYSTEM0
TRINITY HEALTH SYSTEMS INC
802 KENYON ROADFORT DODGEIA50501421222877SUPPORT AFFILIATES' MISSION TO IMPROVE HEALTH CAREIA501(C)(3)509(A)(3), TYPE IIIOWA HEALTH SYSTEM0
TRINITY MEDICAL CENTER
2701 17TH STREETROCK ISLANDIL61201362739299HOSPITALIL501(C)(3)170(B)(1) (A)(III)TRINITY REGIONAL HEALTH SYSTEM0
TRINITY REGIONAL HEALTH SYSTEM
2701 17TH STREETROCK ISLANDIL61201363351952SUPPORT AFFILIATES' MISSION TO IMPROVE HEALTH CAREIL501(C)(3)509(A)(3), TYPE IIIOWA HEALTH SYSTEM0
TRINITY REGIONAL HOSPITAL AUXILIARY
802 KENYON ROADFORT DODGEIA50501426081474CHARITABLE FUNDRAISING AND VOLUNTEER SERVICESIA501(C)(3)509(A)(2)TRINITY REGIONAL MEDICAL CENTER0
TRINITY REGIONAL MEDICAL CENTER
802 KENYON ROADFORT DODGEIA50501421009175HOSPITALIA501(C)(3)170(B)(1) (A)(III)TRINITY HEALTH SYSTEMS INC0
TRI-STATE MEDICAL GROUP INC
1600 MORGAN STREETKEOKUKIA52632421435525PRIMARY HEALTH CARE SERVICESIA501(C)(3)170(B)(1)(A)(III)KEOKUK HEALTH SYSTEMS INC0
UNITY HEALTHCARE
1518 MULBERRY AVENUEMUSCATINEIA52761420680337HOSPITALIA501(C)(3)170(B)(1) (A)(III)TRINITY REGIONAL HEALTH SYSTEM0
UNITY HEALTHCARE FOUNDATION
1518 MULBERRY AVENUEMUSCATINEIA52761421525031SUPPORT AFFILIATES' MISSION TO IMPROVE HEALTH CAREIA501(C)(3)509(A)(3), TYPE IUNITY HEALTHCARE0
UNITYPOINT HEALTH - MARSHALLTOWN
1825 LOGAN AVENUEWATERLOOIA50703815034179HOSPITALIA501(C)(3)170(B)(1) (A)(III)ALLEN HEALTH SYSTEMS INC0
UNITYPOINT HEALTH - UNITYPLACE
221 NORTHEAST GLEN OAK AVENUEPEORIAIL61636834051901SUPPORT AFFILIATES' MISSION TO IMPROVE HEALTH CAREIL501(C)(3)509(A)(3), TYPE IIMETHODIST HEALTH SERVICES CORPORATION0
UNITYPOINT AT HOME
1776 WEST LAKES PKWY 400WEST DES MOINESIA50266421477471HOME HEALTH CAREIA501(C)(3)509(A)(2)IOWA HEALTH SYSTEM0
UNITYPOINT HEALTH AT WORK
1776 WEST LAKES PKWY 400WEST DES MOINESIA50266810872241EMPLOYER ONSITE MEDICAL SERVICES AND OCCUPATIONAL MEDICINEIA501(C)(3)170(B)(1) (A)(III)IOWA HEALTH SYSTEM0
WISCONSIN DIALYSIS INC
3034 FISH HATCHERY ROADMADISONWI53713300072647OUTPATIENT KIDNEY DIALYSISWI501(C)(3)509(A)(3), TYPE III0

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (22 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdDirect Controlling NADirectControllingNACdDisproportionate AllocationsDisproportionateAllocationsIndGeneral Or Managing PartnerGeneralOrManagingPartnerInd
ADVANCED IMAGING CENTER LLC
615 VALLEY VIEW DRIVEMOLINEIL61265364356301DIAGNOSTIC RADIOLOGY CENTERIAN/A0Yes (1)
ANKENY MEDICAL PARK SURGERY CENTER LC
3625 NORTH ANKENY BLVD STE JANKENYIA50021831281114AMBULATORY SURGERY CENTERIAN/A0Yes (1)
CENTRAL IOWA CARDIOVASCULAR CO-MANAGEMENT CO LLC
1200 PLEASANT STDES MOINESIA50309273625869CARDIOVASCULAR MANAGEMENT & ADMINISTRATIVE SERVICESIAN/A0Yes (1)
CENTRAL IOWA ONCOLOGY CO-MANAGEMENT COMPANY
1200 PLEASANT STREETDES MOINESIA50309453017991ONCOLOGY MANAGEMENT & ADMINISTRATIVE SERVICESIAN/A0Yes (1)
CENTRAL IOWA PHYSIO LLC
4714 GETTYSBURG ROADMECHANICSBURGPA17055364799633PHYSICAL THERAPY SERVICESIAN/A0Yes (1)
CENTRAL IOWA SURGICAL SERVICES CO-MANAGEMENT CO LLC
1200 PLEASANT STDES MOINESIA50309471608704SURGICAL MANAGEMENT & ADMINISTRATIVE SERVICESIAN/A0Yes (1)
DUBUQUE ENDOSCOPY CENTER LC
1515 DELHI STREET SUITE 500DUBUQUEIA52001201597161AMBULATORY SURGERY CENTERIAN/A0Yes (1)
EASTERN IOWA SLEEP SUPPLY LLC
275 10TH STREET SE STE 1130-BCEDAR RAPIDSIA52403851990451MEDICAL EQUIPMENT RETAIL SALESIAN/A0Yes (1)
HEALTH CARE AFFILIATES OF THE TRI-STATES LLC
350 N GRANDVIEW AVEDUBUQUEIA52001421428503PROVIDE ACCESS TO LICENSED SOFTWAREIAN/A0Yes (1)
IOWA DIAGNOSTIC IMAGING AND PROCEDURE CENTER LC
1200 PLEASANT STREETDES MOINESIA50309030482623OUTPATIENT DIAGNOSTIC IMAGINGIAN/A0Yes (1)
IOWA HEALTH SYSTEM CONTRACTING SERVICES LC
1776 WEST LAKES PKWY 400WEST DES MOINESIA50266421511142GROUP PURCHASINGIAN/AYes (1)Yes (1)
LAKEVIEW SURGERY CENTER LC
1200 PLEASANT STREETDES MOINESIA50309421516120SURGERY CENTERIAN/A0Yes (1)
MIDWEST ORTHOPAEDIC HOSPITAL AT UNITYPOINT HEALTH-PROCTOR LLC
5409 N KNOXVILLE AVEPEORIAIL61614843733879OUTPATIENT ORTHOPEDIC SERVICE LINE MANAGEMENTILN/A0Yes (1)
MISSISSIPPI VALLEY SLEEP DISORDER CENTER LC
3400 DEXTER COURTDAVENPORTIA52807421489697MEDICAL LABORATORY SERVICESIAN/A0Yes (1)
MR ASSOCIATES LLP
1956 1ST AVENUE NECEDAR RAPIDSIA52402421260463OWN AND OPERATE MR UNITIAN/A0Yes (1)
ORTHOPAEDIC OUTPATIENT SURGERY CENTER LC
1200 PLEASANT STREETDES MOINESIA50309421508092AMBULATORY SURGERY CENTERIAN/A0Yes (1)
REHABILITATION THERAPY SERVICES LLC
416 ST MARKS CT 110PEORIAIL61603810584193REHABILATION THERAPYILN/A0Yes (1)
THE OUTPATIENT SURGERY CENTER OF CEDAR RAPIDS LLC
1075 FIRST AVENUE SECEDAR RAPIDSIA52403721550812AMBULATORY SURGERY CENTER.IAN/A0Yes (1)
UNITED MEDICAL PARK ASC LLC DBA THE SURGERY CENTER AT UNITED MEDICAL PARK
1825 LOGAN AVEWATERLOOIA50703420698265AMBULATORY SURGERY CENTERIAN/A0Yes (1)
UPHT-SCA HOLDINGS LLC
569 BROOKWOOD VILLAGE SUITE 901BIRMINGHAMAL35209473564984AMBULATORY SURGERY CENTER INVESTMENTDEN/A00
WEST HOSPITAL ORTHOPEDIC CO-MANAGEMENT COMPANY LLC
1660 60TH STREETWEST DES MOINESIA50266271414600ORTHOPEDIC SERVICE LINES MANAGEMENTIAN/A0Yes (1)
WEST LAKES SLEEP CENTER LLC
5950 UNIVERSITY AVENUE SUITE 2WEST DES MOINESIA50266263193923SLEEP DISORDER DIAGNOSTIC TESTING FACILITYIAN/A0Yes (1)

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (23 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdDirect Controlling NADirectControllingNACdEntity TypeEntityTypeTxtControlled OrganizationControlledOrganizationIndBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtOwnershipOwnershipPct
ABBE MANAGEMENT CORPORATION
740 N 15TH AVE NO AHIAWATHAIA52233421361755MANAGEMENT SERVICESIAN/AC0
BELCREST SERVICES LTD
5409 N KNOXVILLE AVEPEORIAIL61614371196307MEDICAL SERVICESILN/AC0
BROADBAND INC
1776 WEST LAKES PKWY 400WEST DES MOINESIA50266273819741INFORMATION TECHNOLOGY MGMT.IAN/AC0
DELHI POINT CONDO ASSOCIATION
350 N GRANDVIEWDUBUQUEIA52001421467002REAL ESTATE MANAGEMENTIAN/AC0
HCP CORPORATION
202 SOUTH PARK STREETMADISONWI53715391177562REAL ESTATE RENTALWICYes (1)MERITER HOSPITAL INC$290,842$1,493,8031.00000
HANSEN CHARITABLE REMAINDER ANNUITY TRUST
210 FOURTH AVENUEGRINNELLIA50112396770806INVESTMENTIAN/AT0
HANSEN CHARITABLE REMAINDER UNITRUST
210 FOURTH AVENUEGRINNELLIA50112396770807INVESTMENTIAN/AT0
HEALTH ADVANTAGE PLUS INC
210 4TH AVENUEGRINNELLIA50112421436490PHYSICAL THERAPYIAN/AC0
HEALTH PLUS INC
5409 N KNOXVILLE AVEPEORIAIL61614371295532MANAGED CARE ADMINISTRATIONILN/AC0
HNC SERVICES
1776 WEST LAKES PKWY 400WEST DES MOINESIA50266270987243FIBER OPTIC NETWORK SERVICESIAN/AC0
HOME HEALTH PLUS SERVICES INC
PO BOX 87PEORIAIL61650364053068HOME HEALTH SERVICESILN/AC0
KEOKUK AREA MEDICAL EQUIPMENT AND SUPPLY INC
420 NORTH 17TH STREETKEOKUKIA52632421237312RETAIL DURABLE MEDICAL EQUIPMENTIAN/AC0
MARIGOLD CITY LAND TRUST NO ONE
2956 COURT STREETPEKINIL61554272750273PROPERTY MANAGEMENTILN/AT0
MEDIMORE INC
1776 WEST LAKES PKWY 400WEST DES MOINESIA50266421414390MANAGED CAREIAN/AC0
MERITER HEALTH ENTERPRISES INC
202 SOUTH PARK STREETMADISONWI53715391293620MANAGEMENT SERVICESWIN/AC0
MERITER MANAGEMENT SERVICES INC
202 SOUTH PARK STREETMADISONWI53715391458235ADMINISTRATIVE SERVICESWIN/AC0
METHODIST HEALTH VENTURES INC & SUB
PO BOX 87PEORIAIL61650371140939PHARMACY/OFFICE STAFFINGILN/AC0
OPTIMUM HEALTH SOLUTIONS INC
221 NORTHEAST GLEN OAK AVEPEORIAIL61636205430137HEALTH & WELLNESS CONSULTINGIAN/AC0
PEKIN PROHEALTH INC
600 SOUTH 13TH STREETPEKINIL61554371117052CLINICILN/AC0
PRECEDENCE INC
4622 PROGRESS DRIVE STE ADAVENPORTIA52807371288604MANAGED MENTAL CAREIAN/AC0
PROVIDER RESOURCE MANAGEMENT INC
PO BOX 87PEORIAIL61650371223550RESOURCE MANAGEMENTILN/AC0
STL HEALTH RESOURCES CO
1026 A AVE NECEDAR RAPIDSIA52402421193499PHYSICIAN OFFICE RENTALIAN/AC0
TRINITY HEALTH ENTERPRISES INC
2701 17TH STROCK ISLANDIL61201363320141RETAIL DURABLE MEDICAL EQUIPMENT & PHARMACYILN/AC0
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsYes (1)ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgYes (1)LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgYes (1)LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth OrgYes (1)RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (1)PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (1)TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1MERITER MANAGEMENT SERVICESBusinessNameLine1Txt
FieldValueIRS element (for citing)
Transaction TypeATransactionTypeTxt
Involved$3,344InvolvedAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE R, PARTS I - IV:FormAndLineReferenceDesc
ExplanationIOWA HEALTH SYSTEM AND SUBSIDIARIES (D/B/A UNITYPOINT HEALTH) THIS ENTITY IS PART OF IOWA HEALTH SYSTEM (D/B/A UNITYPOINT HEALTH). AS THE NATION'S 13TH LARGEST NONPROFIT HEALTH SYSTEM, UNITYPOINT HEALTH PROVIDES PROGRESSIVE AND HIGH QUALITY SERVICES ACROSS ITS 9 REGIONS WHICH SPAN IOWA, WESTERN ILLINOIS AND SOUTHERN WISCONSIN. THIS REGIONAL CARE MODEL HAS BEEN SUCCESSFUL IN ACHIEVING STANDARDIZED LEVELS OF PERFORMANCE AND KEEPING CARE LOCAL. WITH $4.6B IN TOTAL OPERATING REVENUE, UNITYPOINT HEALTH EMPLOYS APPROXIMATELY 33,000 TEAM MEMBERS AND OPERATES 20 REGIONAL HOSPITALS, 19 COMMUNITY NETWORK HOSPITALS AND OVER 400 CLINICS. AS A KEY COMPONENT OF UNITYPOINT HEALTH, UNITYPOINT CLINIC IS A 1,100 PROVIDER MULTISPECIALTY GROUP THAT IS BUILT ON THE FOUNDATION OF CARE DELIVERY, INNOVATION AND EXPERIENCE. REPRESENTED BY OVER 40 SPECIALTIES, UPC IS A FORWARD-THINKING DELIVERY PROVIDER AND IS ON THE LEADING EDGE OF CARE DELIVERY WITH ITS TELEHEALTH, AMBULATORY AND URGENT CARE PROGRAMS. THE DIVERSIFIED HEALTH SYSTEM ALSO INCLUDES UNITYPOINT ACCOUNTABLE CARE, UNITYPOINT HEALTH COLLEGES, UNITYPOINT AT HOME AND EXTENDS HEALTH COVERAGE THROUGH THE HEALTHPARTNERS UNITYPOINT INSURANCE PLAN.ExplanationTxt

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