IOWA HEALTH SYSTEM: Form 990, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
IOWA HEALTH SYSTEM (EIN 42-1435199)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-11-15
IRS object ID
201713199349304211
Schema version
2016v3.0
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)
Return2017-11-15T09:45:15-06:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt
Return Type990ReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN421435199EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1IOWA HEALTH SYSTEMBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlIOWABusinessNameControlTxt
Phone5152416161PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11776 WEST LAKES PARKWAY NO 400AddressLine1Txt
CityWEST DES MOINESCityNm
State AbbreviationIAStateAbbreviationCd
ZIP50266ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDANIEL CARPENTERPersonNm
Person TitleSVP/CFOPersonTitleTxt
Phone5152413280PhoneNum
Signature2017-11-14SignatureDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address205.167.2.34IPv4AddressTxt
FieldValueIRS element (for citing)
IP2017-11-14IPDt
IP Tm10:47:53IPTm
IP TimezoneCSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdA86F6F12522D193DBD404D3879055B3DA31B264DAtSubmissionCreationDeviceId
At Submission Filing Device IdA86F6F12522D193DBD404D3879055B3DA31B264DAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

FieldValueIRS element (for citing)
Business Name Line1UNITYPOINT HEALTHBusinessNameLine1Txt
FieldValueIRS element (for citing)
Principal OfficerKEVIN VERMEERPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11776 WEST LAKES PARKWAY NO 400AddressLine1Txt
CityWEST DES MOINESCityNm
State AbbreviationIAStateAbbreviationCd
ZIP50266ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$440,482,381GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.UNITYPOINT.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1994FormationYr
Legal Domicile StateIALegalDomicileStateCd
Activity Or MissionTO IMPROVE THE HEALTH OF THE PEOPLE AND COMMUNITIES WE SERVE.ActivityOrMissionDesc
Voting Members Governing Body20VotingMembersGoverningBodyCnt
Voting Members Independent16VotingMembersIndependentCnt
Total Employee1957TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$4,927,516TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$79,622,803PYContributionsGrantsAmt
CY Contributions Grants$113,621,878CYContributionsGrantsAmt
PY Program Service Revenue$283,634,322PYProgramServiceRevenueAmt
CY Program Service Revenue$291,607,276CYProgramServiceRevenueAmt
PY Investment Income$25,169,358PYInvestmentIncomeAmt
CY Investment Income$35,241,018CYInvestmentIncomeAmt
PY Other Revenue$13,006,183PYOtherRevenueAmt
CY Other Revenue-$471,031CYOtherRevenueAmt
PY Total Revenue$401,432,666PYTotalRevenueAmt
CY Total Revenue$439,999,141CYTotalRevenueAmt
PY Grants And Similar Paid$79,739,656PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$116,624,599CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$120,869,119PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$136,771,975CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$206,782,950PYOtherExpensesAmt
CY Other Expenses$212,914,358CYOtherExpensesAmt
PY Total Expenses$407,391,725PYTotalExpensesAmt
CY Total Expenses$466,310,932CYTotalExpensesAmt
PY Revenues Less Expenses-$5,959,059PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$26,311,791CYRevenuesLessExpensesAmt
Total Assets BOY$1,139,719,318TotalAssetsBOYAmt
Total Assets EOY$1,260,275,493TotalAssetsEOYAmt
Total Liabilities BOY$1,158,197,527TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,303,924,530TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY-$18,478,209NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY-$43,649,037NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTO IMPROVE THE HEALTH OF THE PEOPLE AND COMMUNITIES WE SERVE.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$371,464,008ExpenseAmt
Grant$112,794,908GrantAmt
Revenue$291,136,245RevenueAmt
DescAFFILIATE SUPPORT SERVICESIHS ADMINISTRATION (CORP) IS ORGANIZED TO SUPPORT THE MISSIONS OF SEVERAL RELATED CHARITABLE, TAX-EXEMPT ORGANIZATIONS INCLUDING NINE SENIOR AFFILIATES, IOWA HEALTH DES MOINES (DES MOINES), TRINITY REGIONAL HEALTH SYSTEM (ROCK ISLAND), ST. LUKE'S HEALTHCARE (CEDAR RAPIDS), ALLEN HEALTH SYSTEMS (WATERLOO), TRINITY HEALTH SYSTEMS (FORT DODGE), ST. LUKE'S HEALTH SYSTEM (SIOUX CITY), FINLEY TRI-STATES HEALTH GROUP (DUBUQUE), METHODIST HEALTH SERVICES CORPORATION (PEORIA), MERITER HEALTH SERVICES, INC. (MADISON), AS WELL AS IOWA PHYSICIANS CLINIC MEDICAL FOUNDATION (DBA UNITYPOINT CLINIC), UNITYPOINT AT HOME AND MULTIPLE RURAL AFFILIATES. THE SUPPORT SERVICES PROVIDED TO THESE ORGANIZATIONS ARE TO CONSTRUCT, OWN, LEASE, MANAGE, OPERATE, PROVIDE AND MAINTAIN ANY FACILITIES, PROGRAMS, SERVICES (MANAGEMENT OR OTHERWISE) AND RELATED ACTIVITIES IN FURTHERANCE OF HEALTH-CARE OR HEALTH EDUCATION. FACILITIES INCLUDE HOSPITALS, SELF-CARE FACILITIES, CLINICS, EDUCATIONAL FACILITIES, AND OTHER ESTABLISHMENTS CREATED TO CARRY THROUGH HEALTH-CARE AND EDUCATIONAL PROGRAMS. THE PRIMARY PURPOSE OF THE CORPORATION IS TO ENGAGE IN AND CONDUCT CHARITABLE, EDUCATIONAL, RELIGIOUS AND SCIENTIFIC ACTIVITIES IN ACCORDANCE WITH PREVIOUSLY STATED PURPOSES.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$3,829,691ExpenseAmt
Grant$3,829,691GrantAmt
Revenue$0RevenueAmt
DescCOMMUNITY BENEFITIOWA HEALTH SYSTEM PROVIDES SEVERAL OTHER BENEFITS THAT ASSIST THE COMMUNITY. PROGRAMS MAY INCLUDE, BUT ARE NOT LIMITED TO, COMMUNITY HEALTH IMPROVEMENT SERVICES AND COMMUNITY BENEFIT OPERATIONS SUCH AS PREVENTION AND HEALTH SCREENINGS; HEALTH PROFESSIONAL'S EDUCATION; SUBSIDIZED HEALTH SERVICES; RESEARCH, AND CASH AND IN-KIND CONTRIBUTIONS TO COMMUNITY GROUPS. IOWA HEALTH SYSTEM COLLABORATES WITH OTHER HOSPITALS, CHURCHES, SCHOOLS, CHAMBERS OF COMMERCE AND DAYCARE CENTERS TO IMPROVE COMMUNITY HEALTH AND EXPAND ACCESS TO HEALTH CARE. IOWA HEALTH SYSTEM HAS DEDICATED STAFF TO ASSIST COMMUNITY BENEFIT EFFORTS. TOTAL OTHER BENEFITS REPORTED VALUE: $3,829,691.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$375,293,699TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
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 Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt BondsYes (1)TaxExemptBondsInd
Invest Tax Exempt Bonds0InvestTaxExemptBondsInd
Escrow Account0EscrowAccountInd
On Behalf Of Issuer0OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam MemYes (1)BusinessRlnWithFamMemInd
Business Rln With Officer EntYes (1)BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded EntityYes (1)DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (1)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgYes (1)TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
IRP Document2290IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee1957EmployeeCnt
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
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members20GoverningBodyVotingMembersCnt
Independent Voting Member16IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
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 FldILStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DAN CARPENTER SVPCFOBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5152413315PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11776 WEST LAKES PARKWAY SUITE 400AddressLine1Txt
CityWEST DES MOINESCityNm
State AbbreviationIAStateAbbreviationCd
ZIP50266ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (51 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
ANGELA ALDRICH MD
BOARD MEMBER1.001.00Yes (X)$13,114$0$0
BILL ARNOLD
BOARD MEMBER1.001.00Yes (X)$15,961$0$0
DAVE BOYER
BOARD MEMBER1.001.00Yes (X)$15,742$405$0
KYLE CHRISTIASON MD
BOARD MEMBER1.0040.00Yes (X)$0$312,809$57,046
BRENDA CLANCY
BOARD MEMBER1.000.00Yes (X)$14,209$0$0
STANTON DANIELSON MD
BOARD MEMBER1.0040.00Yes (X)$0$403,434$69,921
RANDY EASTON
BOARD MEMBER1.001.00Yes (X)$15,530$405$0
VIRGINIA GRAVES
BOARD MEMBER1.000.00Yes (X)$10,864$0$0
SALLY GRAY
BOARD MEMBER1.001.00Yes (X)$13,364$0$0
KENT HENNING
BOARD MEMBER1.001.00Yes (X)$14,226$0$0
STEVE HERWIG DO
BOARD MEMBER1.001.00Yes (X)$15,864$0$0
FRANCIS KANE MD
BOARD MEMBER1.000.00Yes (X)$14,097$455$0
RICHARD MCCONNELL
BOARD TREASURER1.000.00Yes (X)$14,864$0$0Yes (X)
PETER MCLAUGHLIN
BOARD MEMBER1.001.00Yes (X)$14,969$0$0
LINDA NEWBORN
BOARD SECRETARY1.001.00Yes (X)$14,864$0$0Yes (X)
KURT PITTNER
BOARD MEMBER1.000.00Yes (X)$15,897$1,577$0
CATHERINE RANHEIM MD
BOARD MEMBER1.0040.00Yes (X)$0$297,063$17,281
MIKE STONE
BOARD VICE CHAIR1.001.00Yes (X)$13,112$50$0Yes (X)
DEVENDRA TRIVEDI MD
BOARD MEMBER1.001.00Yes (X)$14,123$50$0
MIKE WILLIAMS
BOARD CHAIR1.001.00Yes (X)$27,156$50$0Yes (X)
MARK JOHNSON
SVP/CFO40.000.00$952,589$0$205,373Yes (X)
KEVIN VERMEER EVPCSO ACOCEO TO 116
PRESIDENT/CEO (FR 1/16)40.001.00$1,636,201$0$416,954Yes (X)
DAVID BRANDON
PRESIDENT/CEO-DUB1.0040.00$0$501,029$117,298Yes (X)
MARK BURMESTER
SVP/CSO40.000.00$502,746$0$20,684Yes (X)
TROY CARAWAY
SVP INS DIV & CEO PPIC40.000.00$635,803$0$122,254Yes (X)
ERIC CROWELL
CEO-DSM1.0040.00$0$874,325$356,756Yes (X)
PAMELA DELAGARDELLE
PRESIDENT/CEO-WAT1.0040.00$0$596,581$129,495Yes (X)
MIKE DEWERFF
PRESIDENT/CEO-FD1.0040.00$0$497,827$114,767Yes (X)
DENNY DRAKE
VP GENERAL COUNSEL/CORP CO40.000.00$1,215,025$0$115,817Yes (X)
BRIAN JONES
VP PAYOR INNOVATION40.000.00$504,465$0$35,915Yes (X)
ALAN KAPLAN MD EVPCCTO PRESCEO
IPCMF & UP@HOME (TO 3/16)40.001.00$729,394$0$25,780Yes (X)
ART NIZZA
PRESIDENT/CEO-WI1.0040.00$0$619,186$117,508Yes (X)
MARY OSBORN
VP OF CARE TRANSFORMATION40.000.00$799,652$71,741$96,814Yes (X)
EMILY PORTER
VP PEOPLE EXCELLENCE40.000.00$579,239$0$120,677Yes (X)
RICHARD SEIDLER
PRESIDENT/CEO-QC1.0040.00$0$715,616$225,175Yes (X)
ARIC SHARP
VP/ACO40.000.00$556,208$0$38,551Yes (X)
DEBORAH SIMON
PRESIDENT/CEO-PM1.0040.00$0$779,065$87,986Yes (X)
SUSAN THOMPSON
SVP INT & OPT40.001.00$558,852$0$231,648Yes (X)
JAMES THOMSON
CEO, PPIC40.000.00$342,055$0$13,794Yes (X)
THEODORE TOWNSEND
PRESIDENT/CEO-CR1.0040.00$0$697,277$245,383Yes (X)
DAVID WILLIAMS MD
CEO IPCMF & UPH@HOME (FR 10/16)30.0010.00$497,529$170,914$127,900Yes (X)
LYNN WOLD
PRESIDENT/CEO-SC1.0040.00$0$474,716$102,892Yes (X)
MATTHEW KIRSCHNER
VP/TREASURY40.000.00$435,058$0$33,666Yes (X)
KATHERINE MARCHIK
VP/SUPPLY MANAGEMENT40.000.00$424,440$0$88,384Yes (X)
WILLIAM O'BRIEN
VP FINANCE INS DIV & CFO PPIC/HUHI40.000.00$487,665$0$90,943Yes (X)
RENEE RASMUSSEN
VP REVENUE CYCLE40.000.00$420,156$0$126,407Yes (X)
SABRA ROSENER
VP GOVERNMENT RELATIONS40.000.00$413,492$0$101,379Yes (X)
WILLIAM LEAVER TO 1215
FORMER OFFICER0.000.00$2,444,166$0$28,606Yes (X)
JOY GROSSER TO 1015
FORMER KEY EMPLOYEE0.000.00$460,606$0$3,808Yes (X)
PETER THOREEN TO 1215
FORMER KEY EMPLOYEE0.000.00$0$895,959$71,674Yes (X)
JAMES WOODWARD TO 0614
FORMER KEY EMPLOYEE0.000.00$0$323,298$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$14,853,297TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$8,233,832TotReportableCompRltdOrgAmt
Total Other Compensation$3,758,536TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K207IndivRcvdGreaterThan100KCnt
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
MINDGRUVE INC
627 8TH AVESAN DIEGOCA92101MARKETING SERVICES$2,568,863
THE ADVISORY BOARD COMPANY
2445 M ST NWWASHINGTONDC20037CONSULTING SERVICES$2,376,616
CHANGE HEALTHCARE
3055 LEBANON PIKE STE 1000NASHVILLETN37214MANAGEMENT SERVICES$1,705,143
OPTUM360 LLC
11000 OPTUM CIRCEDEN PRAIRIEMN55344CONSULTING SERVICES$1,557,519
FORSYTHE SOLUTIONS GROUP INC
7770 FRONTAGE RDSKOKIEIL60077CONSULTING SERVICES$1,519,078
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K144CntrctRcvdGreaterThan100KCnt
Related Organizations$113,621,878RelatedOrganizationsAmt
Total Contributions$113,621,878TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
MGMT & SUPPORT SVCS561000$292,455,185$288,958,348$3,496,837
SUBS & JOINT VENTURES900099-$847,909-$847,909
FieldValueIRS element (for citing)
Total Program Service Revenue$291,607,276TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$35,190,889TotalRevenueColumnAmt
Exclusion$35,190,889ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$533,369SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$466,790SecuritiesAmt
Other$16,450OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$66,579SecuritiesAmt
Other-$16,450OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$50,129TotalRevenueColumnAmt
Exclusion$50,129ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
MISCELLANEOUS REVENUE900099$21,919,985$20,489,306$1,430,679
LOSS ON REFINANCE900099-$22,391,016-$22,391,016
FieldValueIRS element (for citing)
Other Revenue Total-$471,031OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$439,999,141TotalRevenueColumnAmt
Related Or Exempt Func Income$286,208,729RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$4,927,516UnrelatedBusinessRevenueAmt
Exclusion$35,241,018ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$116,624,599TotalAmt
Program Services$116,624,599ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$11,261,694TotalAmt
Management And General$11,261,694ManagementAndGeneralAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$3,076,329TotalAmt
Management And General$3,076,329ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$96,770,732TotalAmt
Program Services$96,770,732ProgramServicesAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$4,406,052TotalAmt
Program Services$4,406,052ProgramServicesAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$14,176,559TotalAmt
Program Services$14,176,559ProgramServicesAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$7,080,609TotalAmt
Program Services$7,080,609ProgramServicesAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total-$79TotalAmt
Management And General-$79ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$2,806,325TotalAmt
Management And General$2,806,325ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$800,927TotalAmt
Management And General$800,927ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$466,452TotalAmt
Management And General$466,452ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$82,326TotalAmt
Program Services$2,595ProgramServicesAmt
Management And General$79,731ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$87,729,199TotalAmt
Program Services$72,226,706ProgramServicesAmt
Management And General$15,502,493ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$3,294,272TotalAmt
Program Services$409ProgramServicesAmt
Management And General$3,293,863ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$3,326,099TotalAmt
Program Services$1,208,083ProgramServicesAmt
Management And General$2,118,016ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$17,195,255TotalAmt
Program Services$14,935,457ProgramServicesAmt
Management And General$2,259,798ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$1,718,374TotalAmt
Program Services$732,453ProgramServicesAmt
Management And General$985,921ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$974,668TotalAmt
Program Services$501,219ProgramServicesAmt
Management And General$473,449ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$33,003,229TotalAmt
Program Services$32,894,409ProgramServicesAmt
Management And General$108,820ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$60,890,375TotalAmt
Program Services$13,555,458ProgramServicesAmt
Management And General$47,334,917ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$91,562TotalAmt
Program Services$93,795ProgramServicesAmt
Management And General-$2,233ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
MISCELLANEOUS EXPENSE$534,172$84,399$449,773
SALES/USE TAXES$1,183$165$1,018
MEDICAL SUPPLIES$19$19

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$466,310,932TotalAmt
Program Services$375,293,699ProgramServicesAmt
Management And General$91,017,233ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$21,930,327BOYAmt
EOY$94,997,835EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$11,017,093BOYAmt
EOY$5,684,273EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$800,500,066BOYAmt
EOY$885,516,899EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$39,002,786BOYAmt
EOY$27,757,927EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$516,801,490LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$339,777,104LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$207,863,216BOYAmt
EOY$177,024,386EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$14,325,574BOYAmt
EOY$24,325,148EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$37,084,209BOYAmt
EOY$42,052,494EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$6,972,325BOYAmt
EOY$34,500EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$1,023,722BOYAmt
EOY$2,882,031EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,139,719,318BOYAmt
EOY$1,260,275,493EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$89,454,956BOYAmt
EOY$102,086,542EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$8,183,276BOYAmt
EOY$9,079,857EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$889,639,014BOYAmt
EOY$1,029,008,791EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$69,004,561BOYAmt
EOY$66,311,094EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$101,915,720BOYAmt
EOY$97,438,246EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,158,197,527BOYAmt
EOY$1,303,924,530EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY-$18,526,349BOYAmt
EOY-$43,697,177EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$48,140BOYAmt
EOY$48,140EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY-$18,478,209BOYAmt
EOY-$43,649,037EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,139,719,318BOYAmt
EOY$1,260,275,493EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$26,311,791ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$1,557,333NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$416,370OtherChangesInNetAssetsAmt
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)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type3 Func IntYes (X)SupportingOrgType3FuncIntInd
Supported Organizations13SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp (13 entries)

EINEINOrganization TypeOrganizationTypeCdGoverning Document ListedGoverningDocumentListedIndSupportSupportAmtOther SupportOtherSupportAmt
ALLEN MEMORIAL HOSPITAL CORPORATION
4206982653Yes (1)$17,170,301$0
CENTRAL IOWA HOSPITAL CORPORATION
4206804523Yes (1)$42,653,034$0
IOWA PHYSICIANS CLINIC MEDICAL FOUNDATION
4214116303Yes (1)$115,551,677$0
MERITER HOSPITAL INC
3908063673Yes (1)$2,646,973$0
METHODIST MEDICAL CENTER OF ILLINOIS
3706612233Yes (1)$2,642,855$0
NORTHWEST IOWA HOSPITAL CORPORATION
4210198723Yes (1)$5,236,655$0
PROCTOR HOSPITAL
3706815403Yes (1)$2,808,161$0
ST LUKE'S METHODIST HOSPITAL
4205047803Yes (1)$31,001,930$0
THE FINLEY HOSPITAL
4206803543Yes (1)$495,401$0
TRINITY MEDICAL CENTER
3627392993Yes (1)$27,485,452$0
TRINITY REGIONAL MEDICAL CENTER
4210091753Yes (1)$834,180$0
UNITY HEALTHCARE
4206803373Yes (1)$0$0
UNITYPOINT AT HOME
4214774713Yes (1)$1,070,134$0
FieldValueIRS element (for citing)
Supported Organizations Total13SupportedOrganizationsTotalCnt
Support Sum$249,596,753SupportSumAmt
Other Support Sum$0OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocYes (1)ListedByNameGoverningDocInd
Suprt Org No IRS Determination0SuprtOrgNoIRSDeterminationInd
Supported Org Section C4560SupportedOrgSectionC456Ind
Supported Org Not Organized US0SupportedOrgNotOrganizedUSInd
Organization Change Suprt Org0OrganizationChangeSuprtOrgInd
Support Non Supported OrgYes (1)SupportNonSupportedOrgInd
Payment Substantial Contribtr0PaymentSubstantialContribtrInd
Loan Disqualified Person0LoanDisqualifiedPersonInd
Controlled Disqualified Prsn0ControlledDisqualifiedPrsnInd
Disqualified Prsn Controll Int0DisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr Int0DisqualifiedPrsnOwnrIntInd
Excess Business Holdings Rules0ExcessBusinessHoldingsRulesInd
Contribution Controller0ContributionControllerInd
Contribution Family0ContributionFamilyInd
Contribution35 Controlled0Contribution35ControlledInd

Form990 Sch A Type3 Sprt Org All Form990SchAType3SprtOrgAllGrp

FieldValueIRS element (for citing)
Timely Provided DocumentsYes (1)TimelyProvidedDocumentsInd
Officers Close RelationshipYes (1)OfficersCloseRelationshipInd
Supported Org Voice InvestmentYes (1)SupportedOrgVoiceInvestmentInd

Form990 Sch A Type3 Func Int Form990SchAType3FuncIntGrp

FieldValueIRS element (for citing)
Parent Supported OrgYes (X)ParentSupportedOrgInd
Appoint Elect Majority OfficerYes (1)AppointElectMajorityOfficerInd
Exercise Direction PoliciesYes (1)ExerciseDirectionPoliciesInd

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SECTION A, LINE 6:THE ORGANIZATION PROVIDES SUPPORT, IN THE FORM OF GRANTS, TO NONPROFIT ORGANIZATIONS WHICH ARE NOT LISTED IN THE ORGANIZATION'S GOVERNING DOCUMENTS AS A SUPPORTED ORGANIZATION. THESE ORGANIZATIONS' ACTIVITIES ARE DIRECTLY RELATED TO THE FURTHERANCE OF THE EXEMPT PURPOSE OF UNITYPOINT HEALTH AND ITS SUPPORTED ORGANIZATIONS.
SECTION D, LINE 3:THE BOARD OF DIRECTORS OF THE ORGANIZATION IS MADE UP OF DIRECTORS APPOINTED BY AND FROM EACH OF THE SUPPORTED ORGANIZATIONS' BOARD OF DIRECTORS. THE STANDING COMMITTEES WHICH CONTROL ALL ACTIVITIES REGARDING THE INVESTMENT POLICIES AND DIRECTING THE USE OF THE ORGANIZATION'S INCOME OR ASSETS AT ALL TIMES DURING THE YEAR ARE THE SAME COMMON DIRECTORS APPOINTED BY THE SUPPORTED ORGANIZATIONS.
SECTION E, LINE 3A:IOWA HEALTH SYSTEM IS A FUNCTIONALLY-INTEGRATED SUPPORTING ORGANIZATION TO AFFILIATED NONPROFIT HOSPITALS. THE BOARD SHALL CONSIST OF UP TO TWENTY-FIVE PERSONS, WITH EACH HOSPITAL HAVNG THE POWER TO APPOINT BOARD OF DIRECTOR MEMBERS, INCLUDING UP TO SIX AT-LARGE MEMBERS AS DETERMINED BY THE BOARD OF DIRECTORS AND SUBJECT TO THE ARTICLES OF INCORPORATION. THE BOARD SHALL ELECT AND APPOINT A COMPETENT PRESIDENT WHO SHALL BE ITS DIRECT EXECUTIVE REPRESENTATIVE IN THE MANAGEMENT OF THE CORPORATION. THE PRESIDENT SHALL BE THE CHIEF EXECUTIVE OFFICER OF THE CORPORATION, AND, SUBJECT TO THE DIRECTION AND UNDER THE SUPERVISION OF THE BOARD OF DIRECTORS, SHALL HAVE GENERAL CHARGE OF THE BUSINESS AFFAIRS AND PROPERTY OF THE CORPORATION.
SECTION E, LINE 3B:IOWA HEALTH SYSTEM IS A FUNCTIONALLY-INTEGRATED SUPPORTING ORGANIZATION TO AFFILIATED NONPROFIT HOSPITALS. THE BOARD OF DIRECTORS OF IOWA HEALTH SYSTEM HAS FINAL AUTHORITY WITH RESPECT TO: THE APPROVAL OF STRATEGIC PLANS; ADOPTION OF BUSINESS PLANS; INCURRENCE OF LONG-TERM INDEBTEDNESS; SELECTION (AFTER CONSULTATION WITH THE AFFECTED CORPORATION'S BOARD) OF ANY NEW OR REMOVAL OF ANY EXISTING CORPORATE OFFICER; PURSUANT TO THE AFFILIATION AGREEMENT, TRANSFER, SALE OR CLOSURE OF ANY FACILITY, DEPARTMENT OR FUNCTION AT THE CORPORATION; AMEND ARTICLES OF INCORPORATION OR BYLAWS OF THE CORPORATION; MANAGED CARE STRATEGY AND EXECUTITION OF MANAGED CARE CONTRACTS; AND PAYMENTS OR TRANSFER OF ASSETS BETWEEN CORPORATE AFFILIATES ANY OF THE ORGANIZATIONS WHOSE SOLE CORPORATE MEMBER RELATIONSHIP TO IOWA HEALTH SYSTEM IS SUBSTANTIALLY SIMILAR TO RELATIONSHIPS DESCRIBED IN THE AFFILIATION AGREEMENTS WITH IOWA HEALTH SYSTEM.

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 C IRS990ScheduleC

FieldValueIRS element (for citing)
Organization Belongs Afflt GrpYes (X)OrganizationBelongsAffltGrpInd

Total Grassroots Lobbying TotalGrassrootsLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt
Affiliated Group Total$0AffiliatedGroupTotalAmt

Total Direct Lobbying TotalDirectLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$466,452FilingOrganizationsTotalAmt
Affiliated Group Total$601,510AffiliatedGroupTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$466,452FilingOrganizationsTotalAmt
Affiliated Group Total$601,510AffiliatedGroupTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$375,293,699FilingOrganizationsTotalAmt
Affiliated Group Total$3,743,399,371AffiliatedGroupTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$375,760,151FilingOrganizationsTotalAmt
Affiliated Group Total$3,744,000,881AffiliatedGroupTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Filing Organizations Total$1,000,000FilingOrganizationsTotalAmt
Affiliated Group Total$1,000,000AffiliatedGroupTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Filing Organizations Total$250,000FilingOrganizationsTotalAmt
Affiliated Group Total$250,000AffiliatedGroupTotalAmt

Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt
Affiliated Group Total$0AffiliatedGroupTotalAmt

Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt
Affiliated Group Total$0AffiliatedGroupTotalAmt

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Current Year Minus3$1,000,000CurrentYearMinus3Amt
Current Year Minus2$1,000,000CurrentYearMinus2Amt
Current Year Minus1$1,000,000CurrentYearMinus1Amt
Current Year$1,000,000CurrentYearAmt
Total$4,000,000TotalAmt
FieldValueIRS element (for citing)
Lobbying Ceiling$6,000,000LobbyingCeilingAmt

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$947,884CurrentYearMinus3Amt
Current Year Minus2$770,005CurrentYearMinus2Amt
Current Year Minus1$733,618CurrentYearMinus1Amt
Current Year$601,510CurrentYearAmt
Total$3,053,017TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Current Year Minus3$250,000CurrentYearMinus3Amt
Current Year Minus2$250,000CurrentYearMinus2Amt
Current Year Minus1$250,000CurrentYearMinus1Amt
Current Year$250,000CurrentYearAmt
Total$1,000,000TotalAmt
FieldValueIRS element (for citing)
Grassroots Ceiling$1,500,000GrassrootsCeilingAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$48,139BeginningYearBalanceAmt
End Year Balance$48,139EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$47,692BeginningYearBalanceAmt
Investment Earnings Or Losses$447InvestmentEarningsOrLossesAmt
End Year Balance$48,139EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$73,276BeginningYearBalanceAmt
Investment Earnings Or Losses$504InvestmentEarningsOrLossesAmt
Other Expenditures$26,088OtherExpendituresAmt
End Year Balance$47,692EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$58,647BeginningYearBalanceAmt
Contributions$25,281ContributionsAmt
Investment Earnings Or Losses$494InvestmentEarningsOrLossesAmt
Other Expenditures$11,146OtherExpendituresAmt
End Year Balance$73,276EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$102,976BeginningYearBalanceAmt
Contributions$81,667ContributionsAmt
Investment Earnings Or Losses$1,807InvestmentEarningsOrLossesAmt
Other Expenditures$127,803OtherExpendituresAmt
End Year Balance$58,647EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.00000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.00000PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY1.00000TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$393,643OtherCostOrOtherBasisAmt
Depreciation$62,579DepreciationAmt
Book Value$331,064BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$5,552,845OtherCostOrOtherBasisAmt
Depreciation$4,355,949DepreciationAmt
Book Value$1,196,896BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$505,081,572OtherCostOrOtherBasisAmt
Depreciation$335,358,576DepreciationAmt
Book Value$169,722,996BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$5,773,430OtherCostOrOtherBasisAmt
Book Value$5,773,430BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$177,024,386TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)

DescDescAmtAmt
SELF-INSURANCE RESERVE$1,292,913
SWAP LIABILITY$69,937,362
LONG-TERM RETENTION INCENTIVES$9,179,885
DUE TO AFFILIATES$14,771,541
MISCELLANEOUS LT LIABILITIES$2,256,545
FieldValueIRS element (for citing)
Total Liability$97,438,246TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$318,120,000TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$956,838NetUnrealizedGainsInvstAmt
Revenue Not Reported-$956,838RevenueNotReportedAmt
Revenue Subtotal$319,076,838RevenueSubtotalAmt
Investment Expenses Not Incld$12,507InvestmentExpensesNotIncldAmt
Other Revenues Not Included$120,909,796OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$120,922,303RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$439,999,141TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$349,603,000TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$349,603,000ExpensesSubtotalAmt
Investment Expenses Not Incld2$12,507InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$116,695,425OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$116,707,932ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$466,310,932TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, LINE 4:THE ORGANIZATION RETAINS FUNDS FOR INTENDED FUTURE USES, INCLUDING PURCHASE OF EQUIPMENT, INDIGENT CARE, FUNDING OF MISSION RELATED OPERATIONS, AND HEALTH EDUCATION. IN ADDITION, SOME FUNDS ARE HELD FOR INVESTMENT IN PERPETUITY.
PART X, LINE 2:UNITYPOINT HEALTH AND MOST OF ITS SUBSIDIARIES ARE CLASSIFIED AS TAX-EXEMPT ORGANIZATIONS AS DESCRIBED IN SECTIONS 501(C)(3) AND 501(C)(2) OF THE INTERNAL REVENUE CODE (THE CODE). TAX-EXEMPT ORGANIZATIONS ARE NOT SUBJECT TO FEDERAL AND STATE INCOME TAXES ON RELATED INCOME, PURSUANT TO SECTION 501(A) OF THE CODE. THESE ORGANIZATIONS ARE SUBJECT TO FEDERAL AND STATE INCOME TAXES TO THE EXTENT THEY HAVE UNRELATED BUSINESS INCOME AS DESCRIBED UNDER PROVISIONS OF SECTION 511 OF THE CODE. THE SYSTEM FILES FORM 990 FOR SUBSTANTIALLY ALL OF ITS OPERATING ENTITIES IN THE U.S. FEDERAL JURISDICTION AND IS NO LONGER SUBJECT TO EXAMINATION BY TAX AUTHORITIES FOR THE YEARS BEFORE 2013. 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.
PART XI, LINE 4B - OTHER ADJUSTMENTS:REVENUES IN UNRESTRICTED FUND BALANCE 120,644,777. IOWA HEALTH SYSTEM CONTRACTING SERVICES REBATES 264,564. ROUNDING 455.
PART XII, LINE 4B - OTHER ADJUSTMENTS:EXPENSES IN UNRESTRICTED FUND BALANCE 116,429,976. IOWA HEALTH SYSTEM CONTRACTING SERVICES REBATES 264,564. ROUNDING 885.

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (10 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
AMERICAN COLLEGE OF HEALTHCARE EXECUTIVES
1 NORTH FRANKLIN STREETCHICAGOIL606064425352255339501(C)(6)$7,000PROGRAM SUPPORT
COMMUNITY FOUNDATION OF DES MOINES COUNTY
610 N 4TH STREET STE 200BURLINGTONIA526015069812577027501(C)(3)$5,000PROGRAM SUPPORT
DRAKE UNIVERSITY
2507 UNIVERSITY AVEDES MOINESIA503114516420680460501(C)(3)$75,000PROGRAM SUPPORT
IOWA HEALTH CARE COLLABORATIVE
100 E GRAND AVE SUITE 360DES MOINESIA50309203869767501(C)(3)$25,000PROGRAM SUPPORT
IOWA HOSPITAL EDUCATION AND RESEARCH FOUNDATION
100 EAST GRAND AVE STE 100DES MOINESIA503091800420981889501(C)(3)$5,000PROGRAM SUPPORT
IOWA PHYSICIANS CLINIC MEDICAL FOUNDATION
8101 BIRCHWOOD CTJOHNSTONIA50131421411630501(C)(3)$113,621,878PROGRAM SUPPORT
IOWA SPORTS FOUNDATION
1421 S BELL AVE STE 104AMESIA500107710421278326501(C)(3)$30,000PROGRAM SUPPORT
MAKE A WISH FOUNDATION OF IOWA INC
3024 104TH STURBANDALEIA503223810421310530501(C)(3)$10,000PROGRAM SUPPORT
NGA 2016 SUMMER MEETING COMMITTEE
510 E LOCUST ST STE 200DES MOINESIA503091965473611461501(C)(3)$15,000EVENT SPONSOR
PROCTOR HOSPITAL
5409 N KNOXVILLE AVENUEPEORIAIL61614370681540501(C)(3)$2,808,161PROGRAM SUPPORT
FieldValueIRS element (for citing)
Total501c3 Org9Total501c3OrgCnt
Total Other Org1TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationIOWA HEALTH SYSTEM REQUIRES EACH RECIPIENT OF THE GRANTS (OTHER THAN ASSISTANCE TO RELATED ORGANIZATIONS IN THE FORM OF WORKING CAPITAL) TO APPLY FOR THE GRANT AND OUTLINE A SERIES OF ELIGIBLITY STANDARDS THAT ARE REQUIRED TO BE MET. IOWA HEALTH SYSTEM THEN REVIEWS THESE APPLICATIONS, AND BASED ON NEED AND ELIGIBILITY, A COMMITTEE MAKES THE FINAL DECISION ON ALL GRANT RECIPIENTS.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
First Class Or Charter TravelYes (X)FirstClassOrCharterTravelInd
Travel For CompanionsYes (X)TravelForCompanionsInd
Idemnification Gross Up PmtsYes (X)IdemnificationGrossUpPmtsInd
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 PaymentYes (1)SeverancePaymentInd
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 (34 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
KYLE CHRISTIASON MD
BOARD MEMBER$0$279,932$0$29,701$0$3,176$0$29,129$0$27,917$0$369,855$0$0
STANTON DANIELSON MD
BOARD MEMBER$0$365,075$0$29,289$0$9,070$0$60,191$0$9,730$0$473,355$0$0
CATHERINE RANHEIM MD
BOARD MEMBER$0$290,678$0$4,000$0$2,385$0$13,420$0$3,861$0$314,344$0$0
MARK JOHNSON
SVP/CFO$734,552$0$170,759$0$47,278$0$182,703$0$22,670$0$1,157,962$0$0$0
KEVIN VERMEER EVPCSO ACOCEO TO 116
PRESIDENT/CEO (FR 1/16)$1,215,093$0$367,096$0$54,012$0$391,597$0$25,357$0$2,053,155$0$0$0
DAVID BRANDON
PRESIDENT/CEO-DUB$0$373,967$0$73,763$0$53,299$0$94,629$0$22,669$0$618,327$0$0
MARK BURMESTER
SVP/CSO$255,107$0$0$0$247,639$0$7,262$0$13,422$0$523,430$0$0$0
TROY CARAWAY
SVP INS DIV & CEO PPIC$478,917$0$110,793$0$46,093$0$102,134$0$20,120$0$758,057$0$0$0
ERIC CROWELL
CEO-DSM$0$615,253$0$183,470$0$75,602$0$340,865$0$15,891$0$1,231,081$0$0
PAMELA DELAGARDELLE
PRESIDENT/CEO-WAT$0$461,778$0$89,473$0$45,330$0$107,958$0$21,537$0$726,076$0$0
MIKE DEWERFF
PRESIDENT/CEO-FD$0$366,364$0$81,686$0$49,777$0$91,304$0$23,463$0$612,594$0$0
DENNY DRAKE
VP GENERAL COUNSEL/CORP CO$660,083$0$118,232$0$436,710$0$93,147$0$22,670$0$1,330,842$0$385,719$0
BRIAN JONES
VP PAYOR INNOVATION$385,336$0$85,866$0$33,263$0$13,250$0$22,665$0$540,380$0$0$0
ALAN KAPLAN MD EVPCCTO PRESCEO
IPCMF & UP@HOME (TO 3/16)$281,390$0$195,584$0$252,420$0$18,550$0$7,230$0$755,174$0$240,033$0
ART NIZZA
PRESIDENT/CEO-WI$0$452,693$0$115,636$0$50,857$0$95,245$0$22,263$0$736,694$0$0
MARY OSBORN
VP OF CARE TRANSFORMATION$290,644$70,069$70,346$0$438,662$1,672$19,799$63,956$12,144$915$831,595$136,612$396,825$0
EMILY PORTER
VP PEOPLE EXCELLENCE$449,786$0$93,739$0$35,714$0$90,943$0$29,734$0$699,916$0$0$0
RICHARD SEIDLER
PRESIDENT/CEO-QC$0$530,695$0$118,139$0$66,782$0$212,232$0$12,943$0$940,791$0$0
ARIC SHARP
VP/ACO$427,568$0$95,500$0$33,140$0$18,444$0$20,107$0$594,759$0$0$0
DEBORAH SIMON
PRESIDENT/CEO-PM$0$517,854$0$114,338$0$146,873$0$72,033$0$15,953$0$867,051$0$0
SUSAN THOMPSON
SVP INT & OPT$414,812$0$94,114$0$49,926$0$225,055$0$6,593$0$790,500$0$0$0
JAMES THOMSON
CEO, PPIC$256,064$0$54,229$0$31,762$0$13,250$0$544$0$355,849$0$0$0
THEODORE TOWNSEND
PRESIDENT/CEO-CR$0$510,370$0$124,254$0$62,653$0$222,713$0$22,670$0$942,660$0$0
DAVID WILLIAMS MD
CEO IPCMF & UPH@HOME (FR 10/16)$362,112$125,683$101,478$0$33,939$45,231$97,699$8,435$16,895$4,871$612,123$184,220$0$0
LYNN WOLD
PRESIDENT/CEO-SC$0$369,296$0$54,543$0$50,877$0$80,275$0$22,617$0$577,608$0$0
MATTHEW KIRSCHNER
VP/TREASURY$333,632$0$68,391$0$33,035$0$13,658$0$20,008$0$468,724$0$0$0
KATHERINE MARCHIK
VP/SUPPLY MANAGEMENT$328,187$0$60,866$0$35,387$0$67,753$0$20,631$0$512,824$0$0$0
WILLIAM O'BRIEN
VP FINANCE INS DIV & CFO PPIC/HUHI$379,368$0$75,947$0$32,350$0$70,768$0$20,175$0$578,608$0$0$0
RENEE RASMUSSEN
VP REVENUE CYCLE$326,546$0$59,672$0$33,938$0$100,536$0$25,871$0$546,563$0$0$0
SABRA ROSENER
VP GOVERNMENT RELATIONS$302,547$0$73,828$0$37,117$0$73,713$0$27,666$0$514,871$0$0$0
WILLIAM LEAVER TO 1215
FORMER OFFICER$47,586$0$811,200$0$1,585,380$0$27,652$0$954$0$2,472,772$0$1,581,940$0
JOY GROSSER TO 1015
FORMER KEY EMPLOYEE$0$0$99,673$0$360,933$0$3,003$0$805$0$464,414$0$0$0
PETER THOREEN TO 1215
FORMER KEY EMPLOYEE$0$5,700$0$0$0$890,259$0$71,674$0$0$0$967,633$0$888,754
JAMES WOODWARD TO 0614
FORMER KEY EMPLOYEE$0$0$0$0$0$323,298$0$0$0$0$0$323,298$0$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 1ATRAVEL: CEO AND BOARD MEMBERS USE PRIVATE CHARTER FOR BUSINESS TRAVEL BETWEEN AFFILIATE CITIES AND FOR BOARD OF DIRECTOR MEETINGS. THIS TRAVEL IS FOR BUSINESS PURPOSES ONLY. NO FIRST CLASS COMMERCIAL TRAVEL IS REIMBURSED. TRAVEL FOR COMPANIONS: SPOUSES SOMETIMES ACCOMPANY BOARD MEMBERS AND/OR OFFICERS ON ORGANIZATIONAL ACTIVITIES, INCLUDING BOARD RETREATS. THE ADDITIONAL COST ATTRIBUTABLE TO THE SPOUSE IS TREATED AS TAXABLE COMPENSATION TO THE BOARD MEMBER OR OFFICER AND REPORTED AS APPROPRIATE TO THE IRS. TAX INDEMNIFICATION AND GROSS-UP PAYMENTS: IF AN INDIVIDUAL IS PROVIDED SOMETHING FROM THE EMPLOYER OF VALUE, SUCH AS A PAID BENEFIT, GIFT CARD OR GIFT, WHICH IS CONSIDERED TAXABLE INCOME, THEN THE EMPLOYER WILL ADD IMPUTED AMOUNTS TO PAYCHECK IN ORDER TO TAX APPROPRIATELY.
PART I, LINES 4A-BSEVERANCE PAYMENTS: THE FOLLOWING INDIVIDUAL(S) RECEIVED SEVERANCE PAYMENTS DURING THE YEAR THAT WERE INCLUDED IN THEIR TAXABLE INCOME: MARK BURMESTER $135,384; JOY GROSSER $361,389; JAMES WOODWARD $323,298. NONQUALIFIED RETIREMENT PLAN EARNINGS: THE FOLLOWING INDIVIDUAL(S) PARTICIPATED IN A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN WITH THE FOLLOWING CHANGES TO THEIR ACCOUNTS: DAVID BRANDON $75,597; TROY CARAWAY $90,877; KYLE CHRISTIASON, MD $10,579; ERIC CROWELL $302,361; STANTON DANIELSON, MD $28,391; PAMELA DELAGARDELLE $81,648; MIKE DEWERFF $74,846; DENNY DRAKE $48,178; MARK JOHNSON $159,009; WILLIAM LEAVER $21,805; KATHERINE MARCHIK $49,288; ART NIZZA $84,645; WILLIAM O'BRIEN $43,556; MARY OSBORN $56,796; EMILY PORTER $64,443; RENEE RASMUSSEN $64,023; SABRA ROSENER $63,114; RICHARD SEIDLER $187,572; DEBORAH SIMON $93,806; SUSAN THOMPSON $211,848; PETER THOREEN $68,433; THEODORE TOWNSEND $191,266; KEVIN VERMEER $369,913; DAVID WILLIAMS, MD $93,023; LYNN WOLD $67,025. NONQUALIFIED RETIREMENT PLAN DISTRIBUTIONS: THE FOLLOWING INDIVIDUAL(S) PARTICIPATED IN AND RECEIVED PAYMENTS FROM A SUPPLEMENTAL NON-QUALIFIED PLAN: DENNY DRAKE $385,719; ALAN KAPLAN, MD $240,033; WILLIAM LEAVER $1,581,940; MARY OSBORN $396,825; DEBORAH SIMON $93,806; PETER THOREEN $888,754. PAYOUTS ARE MADE WITH VESTED FUNDS, AS ESTABLISHED BY PLAN DOCUMENTS.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
IOWA FINANCE AUTHORITY
A521699886462466CF82009-03-04$244,270,000SEE PART VIYes (1)00
IOWA FINANCE AUTHORITY
B521699886462466DS92009-08-06$402,440,333SEE PART VIYes (1)00
IOWA FINANCE AUTHORITY
C521699886462466ER02013-09-19$101,172,373SEE PART VI000
IOWA FINANCE AUTHORITY
D521699886462466ET62013-10-03$79,120,000SEE PART VI000

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtBond DefeasedBondDefeasedAmtTotal ProceedsTotalProceedsAmtRefunding EscrowRefundingEscrowAmtCapital ExpendituresCapitalExpendituresAmtSubstantial CompletionSubstantialCompletionYrCurrent RefundingCurrentRefundingIndAdvance RefundingAdvanceRefundingIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintIndCredit EnhancementCreditEnhancementAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtOther Spent ProceedsOtherSpentProceedsAmt
A$35,876,037$122,230,000$244,271,037$201,270,000$43,001,0372011Yes (1)0Yes (1)Yes (1)
B$168,390,333$139,475,000$402,440,333$351,270,000$50,000,0002010Yes (1)0Yes (1)Yes (1)$1,170,333
C$101,172,373$100,000,0002014Yes (1)0Yes (1)Yes (1)$1,172,373
D$2,770,000$79,120,000$28,620,000201400Yes (1)Yes (1)$500,000$50,000,000

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndEngage Bond Counsel ContractsEngageBondCounselContractsIndAny Research AgreementsAnyResearchAgreementsIndPrivate Bus Use By OthersPrivateBusUseByOthersPctPrivate Bus Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
AYes (1)Yes (1)Yes (1)Yes (1)00.000000.001200.0012000Yes (1)
BYes (1)Yes (1)Yes (1)Yes (1)00.000000.001000.0010000Yes (1)
CYes (1)Yes (1)Yes (1)Yes (1)00.000000.000000.0000000Yes (1)
DYes (1)0000.000000.000000.0000000Yes (1)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndTerm Of HedgeTermOfHedgePctSuperintegrated HedgeSuperintegratedHedgeIndHedge TerminatedHedgeTerminatedIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
SEE PART V
A00Yes (1)0Yes (1)Yes (1)26.000000000000Yes (1)000Yes (1)
(no name)
B00Yes (1)00000Yes (1)
(no name)
C00Yes (1)00000Yes (1)
(no name)
D00Yes (1)00000Yes (1)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (1)
BYes (1)
CYes (1)
DYes (1)

Supplemental Information Detail SupplementalInformationDetail (16 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE A(ENTITY 2) - CUSIP #MULTIPLE IOWA FINANCE AUTHORITY CUSIPS ISSUED TO THIS BOND - #97670FBE0; #97712DEA0; #97712DEB8; AND #462466EW9.
PART I, LINE A(F) - BOND ISSUES(I) REFUND A PORTION OF THE IOWA FINANCE AUTHORITY'S HOSPITAL FACILITIES REVENUE BONDS, (IOWA HEALTH SYSTEM), SERIES 2005B ISSUED ON 7/27/05; (II) CONSTRUCT AND EQUIP HOSPITAL FACILITIES OF THE ORGANIZATION AND AFFILIATES LOCATED IN CEDAR RAPIDS, DES MOINES, DUBUQUE, FORT DODGE, SIOUX CITY, AND WATERLOO, IOWA.
PART I, LINE B(F) - BOND ISSUES(I) REFUND A PORTION OF THE IOWA FINANCE AUTHORITY'S HOSPITAL FACILITIES REVENUE BONDS, (IOWA HEALTH SYSTEM), SERIES 2005A ISSUED ON 7/27/05; (II) REFUND A PORTION OF THE IOWA FINANCE AUTHORITY'S HOSPITAL FACILITIES REVENUE BONDS (IOWA HEALTH SYSTEM), SERIES 2008A ISSUED ON 5/20/08; (III) CONSTRUCT AND EQUIP HOSPITAL FACILITIES OF THE ORGANIZATION AND AFFILIATES LOCATED IN DES MOINES, DUBUQUE, SIOUX CITY, AND WATERLOO, IOWA.
PART I, LINE C(F) - BOND ISSUES(I) CONSTRUCT AND EQUIP HOSPITAL FACILITIES OF THE ORGANIZATION AND AFFILIATES LOCATED IN CEDAR RAPIDS, DUBUQUE, MUSCATINE, SIOUX CITY, AND WATERLOO, IOWA.
PART I, LINE D(F) - BOND ISSUES(I) REFUND A PORTION OF THE IOWA FINANCE AUTHORITY'S HOSPITAL FACILITIES REVENUE BONDS (IOWA HEALTH SYSTEM), SERIES 2009A-E ISSUED ON 3/4/09; (II) REFUND A PORTION OF THE IOWA FINANCE AUTHORITY'S HOSPITAL FACILITIES REVENUE BONDS (IOWA HEALTH SYSTEM), SERIES 2009F ISSUED ON 8/6/09.
PART I, LINE E(F) - BOND ISSUES(I) REFUND A PORTION OF THE IOWA FINANCE AUTHORITY'S HOSPITAL FACILITIES REVENUE BONDS (IOWA HEALTH SYSTEM), SERIES 2005A ISSUED ON 3/4/09.
PART I, LINE F(F) - BOND ISSUES(I) MERITER HOSPITAL REFUNDING OF BONDS ISSUED 5/21/2008 BY WISC HEALTH & EDUCATIONAL FACILITIES; MERITER BECAME AFFILIATED WITH UNITYPOINT HEALTH ON 1/1/2014; DURING 2014 MERITER HOSPITAL BONDS WERE MOVED TO THE BOOKS OF UNITYPOINT HEALTH AND PARTIALLY REFUNDED WITH A 2014 BOND DRAW BY UNITYPOINT HEALTH.
PART I, LINE G(F) - BOND ISSUES(I) MERITER HOSPITAL ISSUANCE THROUGH WISC HEALTH & EDUCATIONAL FACILITIES TO CONSTRUCT AND EQUIP HOSPITAL FACILITIES; MERITER BECAME AFFILIATED WITH UNITYPOINT HEALTH ON 1/1/2014; DURING 2014 MERITER HOSPITAL BONDS WERE MOVED TO THE BOOKS OF UNITYPOINT HEALTH AND PARTIALLY REFUNDED WITH A 2014 BOND DRAW BY UNITYPOINT HEALTH.
PART I, LINE H(F) - BOND ISSUES(I) REFUND A PORTION OF THE IOWA FINANCE AUTHORITY'S HOSPITAL FACILITIES REVENUE BONDS (IOWA HEALTH SYSTEM), SERIES 2009A-E ISSUED ON 3/4/09
PART IV - ARBITRAGECITIBANK, N.A.; JPMORGAN CHASE BANK, N.A.; MORGAN STANLEY CAPITAL SERVICES, INC.
PART I, LINE I(F) - BOND ISSUES(I) REFUND A PORTION OF THE ILLINOIS FINANCE AUTHORITY'S HOSPITAL FACILITIES REVENUE BONDS (METHODIST MEDICAL CENTER OF ILLINOIS), SERIES 2011B ISSUED ON 5/12/2011
PART II, LINE 3(A) - PROCEEDSTHERE IS A DIFFERENCE BETWEEN THE BOND ISSUE PRICE AND THE TOTAL PROCEEDS OF BOND ISSUE DUE TO INVESTMENT EARNINGS OF $1,037.
PART I, LINE J(F) - BOND ISSUES(I) REFUND A PORTION OF THE IOWA FINANCE AUTHORITY'S HOSPITAL FACILITIES REVENUE BONDS (UNITY HEALTHCARE), SERIES 2006 ISSUED ON 2/1/2006
PART I, LINE K(F) - BOND ISSUES(I) REFUND A PORTION OF THE ILLINOIS FINANCE AUTHORITY'S HOSPITAL FACILITIES REVENUE BONDS (PROCTOR HOSPITAL), SERIES 2006A ISSUED ON 5/11/2006; (II) CONSTRUCT AND EQUIP PARTS OF PEORIA AFFILIATE FACILITIES
PART I, LINE L(F) - BOND ISSUES(I) REFUND A PORTION OF THE IOWA FINANCE AUTHORITY'S HOSPITAL FACILITIES REVENUE BONDS (IOWA HEALTH SYSTEM), SERIES 2008A ISSUED ON 8/6/2009; (II) CONSTRUCT AND EQUIP PARTS OF WATERLOO AND DUBUQUE AFFILIATE FACILITIES
PART I, LINE M(F) - BOND ISSUES(I) REFUND A PORTION OF THE IOWA FINANCE AUTHORITY'S HOSPITAL FACILITIES REVENUE BONDS (IOWA HEALTH SYSTEM), SERIES 2014B ISSUED ON 5/21/14

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
IOWA FINANCE AUTHORITY (SEE PART V)
A52169988697670FBE02014-05-21$259,106,530SEE PART VIYes (1)00
WISC HEALTH & EDUCATIONAL FACILITIES
B3913378552012-08-09$45,200,000SEE PART VI000
WISC HEALTH & EDUCATIONAL FACILITIES
C3913378552012-08-09$20,000,000SEE PART VI000
IOWA FINANCE AUTHORITY
D5216998862016-01-04$93,610,000SEE PART VI000

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtBond DefeasedBondDefeasedAmtTotal ProceedsTotalProceedsAmtRefunding EscrowRefundingEscrowAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCapital ExpendituresCapitalExpendituresAmtSubstantial CompletionSubstantialCompletionYrCurrent RefundingCurrentRefundingIndAdvance RefundingAdvanceRefundingIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintIndOther Spent ProceedsOtherSpentProceedsAmt
A$11,255,000$85,000,000$243,525,000$71,310,750$2,593,568$185,202,2122015Yes (1)0Yes (1)Yes (1)
B$32,800,000$45,200,0002014Yes (1)0Yes (1)Yes (1)$45,200,000
C$1,768,683$20,023,683$20,023,683201400Yes (1)Yes (1)
D$3,600,000$93,610,000$93,610,0002016Yes (1)0Yes (1)Yes (1)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndAny Research AgreementsAnyResearchAgreementsIndPrivate Bus Use By OthersPrivateBusUseByOthersPctPrivate Bus Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdIndEngage Bond Counsel ContractsEngageBondCounselContractsInd
A00000.000000.000000.0000000Yes (1)
B00Yes (1)00.000000.000000.0000000Yes (1)Yes (1)
C00Yes (1)00.000000.000000.0000000Yes (1)Yes (1)
D00000.000000.000000.0000000Yes (1)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsIndTerm Of HedgeTermOfHedgePctSuperintegrated HedgeSuperintegratedHedgeIndHedge TerminatedHedgeTerminatedIndBusiness Name Line2HedgeProviderName/BusinessNameLine2Txt
(no name)
A00Yes (1)00000Yes (1)
PIPER JAFFREY
B00Yes (1)00Yes (1)00Yes (1)9.90000000000000
(no name)
C00Yes (1)00000Yes (1)
JP MORGAN CHASE
D00Yes (1)0Yes (1)Yes (1)00Yes (1)19.00000000000000BANK NA

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (1)
BYes (1)
CYes (1)
DYes (1)

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingIndCUSIPCUSIPNum
ILLINOIS FINANCE AUTHORITY
A8610919672016-02-08$51,220,000SEE PART VI000
IOWA FINANCE AUTHORITY
B5216998862016-01-22$11,410,000SEE PART VI000
ILLINOIS FINANCE AUTHORITY
C8610919672016-06-07$50,290,705SEE PART VI000
IOWA FINANCE AUTHORITY
D5216998862016-06-07$197,934,258SEE PART VI000462466FZ1

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCdTotal ProceedsTotalProceedsAmtRefunding EscrowRefundingEscrowAmtSubstantial CompletionSubstantialCompletionYrCurrent RefundingCurrentRefundingIndAdvance RefundingAdvanceRefundingIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintIndRetiredRetiredAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCapital ExpendituresCapitalExpendituresAmt
A$51,220,000$51,220,0002016Yes (1)0Yes (1)Yes (1)
B$11,410,000$11,410,0002016Yes (1)0Yes (1)Yes (1)$475,000
C$50,290,705$21,248,1612016Yes (1)0Yes (1)Yes (1)$542,544$28,500,000
D$197,934,258$160,264,19420170Yes (1)Yes (1)Yes (1)$4,670,000$1,670,064$36,000,000

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndEngage Bond Counsel ContractsEngageBondCounselContractsIndAny Research AgreementsAnyResearchAgreementsIndPrivate Bus Use By OthersPrivateBusUseByOthersPctPrivate Bus Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A00Yes (1)Yes (1)00.018100.000000.0181000Yes (1)
B00000.000000.000000.0000000Yes (1)
C00000.000000.000000.0000000Yes (1)
D0Yes (1)Yes (1)Yes (1)00.003500.000000.0035000Yes (1)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
A00Yes (1)0Yes (1)000Yes (1)
B00Yes (1)0Yes (1)000Yes (1)
C00Yes (1)00000Yes (1)
D00Yes (1)00000Yes (1)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (1)
BYes (1)
CYes (1)
DYes (1)

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd

Issuer Name IssuerName

FieldValueIRS element (for citing)
Business Name Line1WISC HEALTH & EDUCATIONAL FACILITIESBusinessNameLine1Txt
FieldValueIRS element (for citing)
Bond Issuer EIN391337855BondIssuerEIN
Bond Issued2016-06-08BondIssuedDt
Issue Price$85,000,000IssuePriceAmt
PurposeSEE PART VIPurposeDesc
Defeased0DefeasedInd
On Behalf Of Issuer0OnBehalfOfIssuerInd
Pool Financing0PoolFinancingInd

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Total Proceeds$85,000,000TotalProceedsAmt
Refunding Escrow$85,000,000RefundingEscrowAmt
Substantial Completion2016SubstantialCompletionYr
Current RefundingYes (1)CurrentRefundingInd
Advance Refunding0AdvanceRefundingInd
Final Allocation MadeYes (1)FinalAllocationMadeInd
Adequate Books And Rec MaintYes (1)AdequateBooksAndRecMaintInd

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Owning Bond Financed Property0OwningBondFinancedPropertyInd
Any Lease Arrangements0AnyLeaseArrangementsInd
Mgmt Contract Bond Fincd Prop0MgmtContractBondFincdPropInd
Any Research Agreements0AnyResearchAgreementsInd
Private Bus Use By Others0.00000PrivateBusUseByOthersPct
Private Bus Concerning UBI0.00000PrivateBusConcerningUBIPct
Total Private Business Use0.00000TotalPrivateBusinessUsePct
Bond Iss Meet Prvt Sec Pymt Test0BondIssMeetPrvtSecPymtTestInd
Change In Use Bond Financed Prop0ChangeInUseBondFinancedPropInd
Procs Nonqualified Bond RemdtdYes (1)ProcsNonqualifiedBondRemdtdInd

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Form8038 T Filed0Form8038TFiledInd
Rebate Not Due Yet0RebateNotDueYetInd
Exception To RebateYes (1)ExceptionToRebateInd
No Rebate Due0NoRebateDueInd
Variable Rate IssueYes (1)VariableRateIssueInd
Hedge Identified In Bks And Rec0HedgeIdentifiedInBksAndRecInd
Gross Proceeds Invested In GIC0GrossProceedsInvestedInGICInd
Gross Proceeds Invested0GrossProceedsInvestedInd
Written Proc To Monitor ReqsYes (1)WrittenProcToMonitorReqsInd

Procedures Corrective Action ProceduresCorrectiveActionGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Procedures Corrective ActionYes (1)ProceduresCorrectiveActionInd

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (4 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
ASHLEY THOMPSON
FAMILY MEMBER OF KEY EMPLOYEE SUSAN THOMPSON$49,738EMPLOYMENT0
MEDIMORE INC
COMMON BOARD MEMBER/OFFICER$414,684EXPENSE REIMBURSEMENT0
MICHAEL CLANCY
FAMILY MEMBER OF BOARD MEMBER BRENDA CLANCY$44,748EMPLOYMENT0
NATHAN THOMPSON
FAMILY MEMBER OF KEY EMPLOYEE SUSAN THOMPSON$38,568EMPLOYMENT0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART V, LINES 1A & 1BCASH DISBURSEMENTS ARE CENTRALIZED THROUGH THE PARENT ORGANIZATION, IOWA HEALTH SYSTEM (D/B/A UNITYPOINT HEALTH). THE PARENT MAKES THE PAYMENTS AND FILES THE RELATED FORMS 1099 AND 1096 ON BEHALF OF ALL UNITYPOINT HEALTH SYSTEM RELATED ORGANIZATIONS.
FORM 990, PART VI, SECTION A, LINE 7AIOWA HEALTH SYSTEM IS A SUPPORTING ORGANIZATION TO AFFILIATED NONPROFIT HOSPITALS. EACH HOSPITAL HAS THE POWER TO APPOINT DIRECTORS TO THE BOARD.
FORM 990, PART VI, SECTION A, LINE 7BIOWA HEALTH SYSTEM IS A SUPPORTING ORGANIZATION TO AFFILIATED NONPROFIT HOSPITALS. EACH HOSPITAL HAS THE POWER TO APPOINT BOARD OF DIRECTORS.
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 ORGANIZATION HAS A CONFLICT OF INTEREST POLICY. ANNUALLY ALL OFFICERS, DIRECTORS, KEY EMPLOYEES AND REPORTING PHYSICIANS ARE REQUESTED TO COMPLETE A QUESTIONNAIRE TO REPORT POTENTIAL CONFLICTS OF INTEREST. PERSONS WHO HAVE NOT RETURNED QUESTIONNAIRES ARE CONTACTED ADDITIONAL TIMES IN AN EFFORT TO RECEIVE COMPLETE AND ACCURATE RESPONSES FROM ALL PERSONS. THE ANNUAL QUESTIONNAIRES INCLUDE AN ACKNOWLEDGEMENT THAT THE OFFICER, DIRECTOR, KEY EMPLOYEE OR REPORTING PHYSICIAN: 1) HAS ACCESS TO A COPY OF THE CONFLICT OF INTEREST POLICY; 2) HAS READ AND UNDERSTANDS THE POLICY; 3) AGREES TO COMPLY WITH THE POLICY; 4) UNDERSTANDS THAT THE POLICY APPLIES TO ALL COMMITTEES AND SUBCOMMITTEES HAVING BOARD-DELEGATED POWERS; AND 5) UNDERSTANDS THAT THE ORGANIZATION IS A CHARITABLE ORGANIZATION AND THAT IN ORDER TO MAINTAIN ITS TAX-EXEMPT STATUS, IT MUST CONTINUOUSLY ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. SENIOR ADMINISTRATIVE STAFF AT ALL RELATED ORGANIZATIONS PROVIDE INFORMATION TO A CENTRAL COORDINATOR RELATED TO THE IDENTIFICATION OF WHICH INDIVIDUALS SHOULD RECEIVE THE QUESTIONNAIRE FOR COMPLETION. THE RESULTS ARE COMPILED CENTRALLY AND REVIEWED BY THE IOWA HEALTH SYSTEM COMPLIANCE OFFICER AND DIRECTOR OF INTERNAL AUDIT. THE DETAIL RESULTS ARE REPORTED TO A COMMITTEE OF THE SYSTEM BOARD. THE RESULTS RELATED TO SPECIFIC REGIONAL PARENT COMPANIES, THEIR HOSPITALS AND RELATED ORGANIZATIONS, ARE DISTRIBUTED IN DETAIL TO THE CHAIRPERSON OF THE REGIONAL PARENT ORGANIZATION, THE CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER AND COMPLIANCE MANAGER. THESE INDIVIDUALS ARE ALSO REMINDED OF THE APPROPRIATE PROCESS TO BE FOLLOWED DURING THE YEAR TO ADDRESS POTENTIAL CONFLICTS OF INTEREST THAT RELATE TO MATTERS THAT ARE BROUGHT TO THE BOARD OF DIRECTORS FOR ACTION. THE INFORMATION DISCLOSED IS USED TO IDENTIFY POTENTIAL CONFLICTS OF INTEREST AND TO ASSIST IN COMPLETING IRS AND MEDICAID QUESTIONNAIRES. ANY DUALITY OF INTEREST OR POSSIBLE CONFLICT OF INTEREST ON THE PART OF ANY ORGANIZATIONAL OFFICER, DIRECTOR, KEY EMPLOYEE OR REPORTING PHYSICIAN TOGETHER WITH ALL MATERIAL FACTS, SHOULD BE DISCLOSED TO THE BOARD OF DIRECTORS AND MADE A MATTER OF RECORD, EITHER THROUGH AN ANNUAL PROCEDURE OR WHEN THE INTEREST OCCURS OR BECOMES A MATTER OF BOARD ACTION. ANY ORGANIZATIONAL OFFICER, DIRECTOR, KEY EMPLOYEE OR REPORTING PHYSICIAN HAVING A CONFLICT OF INTEREST IN ANY MATTER SHOULD NOT BE PRESENT DURING GENERAL DISCUSSION NOR VOTE OR USE HIS OR HER PERSONAL INFLUENCE ON THE MATTER, AND HE OR SHE SHOULD NOT BE COUNTED IN DETERMINING THE EXISTENCE OF A QUORUM FOR PURPOSES OF THE MATTER OR ITEM AS TO WHICH A CONFLICT EXISTS. THE BOARD SHOULD EXCLUDE THE INDIVIDUAL FROM ANY DISCUSSION OR VOTE IN WHICH THE BOARD DECIDES WHETHER OR NOT A CONFLICT OF INTEREST EXISTS. IN CASES IN WHICH AN OFFICER, DIRECTOR, KEY EMPLOYEE, REPORTING PHYSICIAN OR THE INDIVIDUAL'S HOUSEHOLD MEMBER HAS A CONFLICT OF INTEREST IN AN ARRANGEMENT OR TRANSACTION, THE FOLLOWING ADDITIONAL STEPS MAY BE TAKEN AT THE DIRECTION OF THE BOARD OF DIRECTORS: 1) AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE OR SHE SHALL LEAVE THE BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL 1) DECIDE IF A CONFLICT OF INTEREST EXISTS, 2) A DISINTERESTED PERSON OR COMMITTEE MAY BE APPOINTED TO INVESTIGATE ALTERNATIVES TO THE PROPOSED ARRANGEMENT OR TRANSACTION; 3) IN ORDER TO APPROVE THE ARRANGEMENT OR TRANSACTION, THE BOARD MUST FIRST FIND, BY MAJORITY VOTE OF DISINTERESTED MEMBERS, THAT THE ARRANGEMENT OR TRANSACTION IS IN THE ORGANIZATION'S BEST INTEREST, IS FAIR AND REASONABLE TO THE ORGANIZATION, AND, AFTER REASONABLE INVESTIGATION, THE DISINTERESTED MEMBERS HAVE DETERMINED THAT A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT CANNOT BE OBTAINED WITH REASONABLE EFFORTS UNDER THE CIRCUMSTANCES; THE MINUTES OF THE BOARD AND ALL COMMITTEES WITH BOARD-DELEGATED POWERS SHALL CONTAIN: 1) THE NAMES OF THE PERSONS WHO DISCLOSED OR OTHERWISE WERE FOUND TO HAVE A FINANCIAL INTEREST IN CONNECTION WITH AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, THE NATURE OF THE FINANCIAL INTEREST, ANY ACTION TAKEN TO DETERMINE WHETHER A CONFLICT OF INTEREST WAS PRESENT, AND THE BOARD'S OR COMMITTEE'S DECISION AS TO WHETHER A CONFLICT OF INTEREST IN FACT EXISTED; 2) THE NAMES OF THE PERSONS WHO WERE PRESENT FOR DISCUSSIONS AND VOTES RELATING TO THE TRANSACTION OR ARRANGEMENT, THE CONTENT OF THE DISCUSSION, INCLUDING ANY ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT, AND A RECORD OF ANY VOTES TAKEN IN CONNECTION THEREWITH; IN ORDER TO PROTECT THE ORGANIZATION'S BEST INTERESTS, APPROPRIATE DISCIPLINARY ACTION MAY BE TAKEN WITH RESPECT TO AN OFFICER, DIRECTOR, KEY EMPLOYEE OR REPORTING PHYSICIAN WHO VIOLATES THE CONFLICT OF INTEREST POLICY.
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 TOP EXECUTIVES IN THE ENTIRE HEALTH SYSTEM 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 2016 FOR THE FOLLOWING INDIVIDUALS: DAVID BRANDON, TROY CARAWAY, ERIC CROWELL, PAM DELAGARDELLE, MIKE DEWERFF, DENNY DRAKE, MARK JOHNSON, ARTHUR NIZZA, RICK SEIDLER, DEBBIE SIMON, SUE THOMPSON, TED TOWNSEND, KEVIN VERMEER, DAVID WILLIAMS, MD, AND LYNN WOLD. 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 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 IX, LINE 11GCOLLECTION FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 1,568,042. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,568,042. CONSULTING FEES: PROGRAM SERVICE EXPENSES 273,440. MANAGEMENT AND GENERAL EXPENSES 1,995,724. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,269,164. EQUIPMENT REPAIRS: PROGRAM SERVICE EXPENSES 57,531. MANAGEMENT AND GENERAL EXPENSES 5,511. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 63,042. HEALTHCARE PROFESSIONALS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 900. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 900. MISC PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 4,367,981. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,367,981. PRINTING SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 197,697. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 197,697. PURCHASED HOUSEKEEPING AND LAUNDRY: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 250. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 250. SERVICE MAINTENANCE CONTRACTS: PROGRAM SERVICE EXPENSES 70,419,355. MANAGEMENT AND GENERAL EXPENSES 1,859,247. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 72,278,602. SOFTWARE & SOFTWARE MAINTENANCE: PROGRAM SERVICE EXPENSES 1,476,380. MANAGEMENT AND GENERAL EXPENSES 5,507,141. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,983,521.
FORM 990, PART XI, LINE 9:FUND BALANCE TRANSFERS -416,370.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdTotal IncomeTotalIncomeAmtEnd Of Year AssetsEndOfYearAssetsAmtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
BHC LC
1776 WEST LAKES PKWY 400WEST DES MOINESIA50266273820391INFORMATION TECHNOLOGY MGMT.IA$2$1,553IOWA HEALTH SYSTEM
IOWA HEALTH ACCOUNTABLE CARE LC
1776 WEST LAKES PKWY 400WEST DES MOINESIA50266454550692ACCOUNTABLE CAREIA$13,715,208$656,067IOWA HEALTH SYSTEM

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (55 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationInd
ALLEN COLLEGE
1825 LOGAN AVENUEWATERLOOIA50703421351526EDUCATE AND DEVELOP HEALTHCARE PROFESSIONALSIA501(C)(3)170(B)(1) (A)(II)ALLEN HEALTH SYSTEMS INCYes (1)
ALLEN HEALTH SYSTEMS INC
1825 LOGAN AVENUEWATERLOOIA50703421201924SUPPORT AFFILIATES' MISSION TO IMPROVE HEALTH CAREIA501(C)(3)509(A)(3), TYPE IIIOWA HEALTH SYSTEMYes (1)
ALLEN MEMORIAL HOSPITAL CORPORATION
1825 LOGAN AVENUEWATERLOOIA50703420698265HOSPITALIA501(C)(3)170(B)(1) (A)(III)ALLEN HEALTH SYSTEMS INCYes (1)
ANAMOSA AREA AMBULANCE SERVICE
101 GRANT WOOD DRIVEANAMOSAIA52205421466284PROVIDE AMBULANCE SERVICESIA501(C)(3)509(A)(2)ST LUKE'SJONES REGIONAL MEDICAL CENTERYes (1)
BLACK HAWK-GRUNDY MENTAL HEALTH CENTER INC
3251 WEST NINTH STREETWATERLOOIA50702420733463MENTAL HEALTH CAREIA501(C)(3)170(B)(1) (A)(VI)ALLEN HEALTH SYSTEMS INCYes (1)
CENTRAL IOWA HEALTH PROPERTIES CORPORATION
1200 PLEASANT STREETDES MOINESIA50309421233759PROPERTY HOLDING COMPANYIA501(C)(2)CENTRAL IOWA HEALTH SYSTEMYes (1)
CENTRAL IOWA HEALTH SYSTEM
1200 PLEASANT STREETDES MOINESIA50309421189791SUPPORT AFFILIATES' MISSION TO IMPROVE HEALTH CAREIA501(C)(3)509(A)(3), TYPE IIIOWA HEALTH SYSTEMYes (1)
CENTRAL IOWA HOSPITAL CORPORATION
1200 PLEASANT STREETDES MOINESIA50309420680452HOSPITALIA501(C)(3)170(B)(1) (A)(III)CENTRAL IOWA HEALTH SYSTEMYes (1)
DES MOINES AREA MEDICAL EDUCATION CONSORTIUM INC
1415 WOODLAND AVE SUITE 130DES MOINESIA50309421412497COORDINATION OF MEDICAL EDUCATION PROGRAMSIA501(C)(3)509(A)(3), TYPE IIIYes (1)
FINLEY TRI-STATES HEALTH GROUP INC
350 NORTH GRANDVIEW AVENUEDUBUQUEIA52001421307495SUPPORT AFFILIATES' MISSION TO IMPROVE HEALTH CAREIA501(C)(3)509(A)(3), TYPE IIIOWA HEALTH SYSTEMYes (1)
FRIENDS OF THE BLACK HAWK-GRUNDY MENTAL HEALTH CENTER
3820 HILLSIDE DRIVECEDAR FALLSIA50613421372380CHARITABLE FUNDRAISINGIA501(C)(3)170(B)(1) (A)(VI)ALLEN HEALTH SYSTEMS INCYes (1)
HULT CENTER FOR HEALTHY LIVING INC
5409 N KNOXVILLE AVEPEORIAIL61614363510390HEALTH EDUCATION TO THE COMMUNITYIL501(C)(3)170(B)(1) (A)(VI)PROCTOR HOSPITALYes (1)
IOWA HEALTH FOUNDATION
1415 WOODLAND AVE SUITE E-200DES MOINESIA50309421467682CHARITABLE FUNDRAISINGIA501(C)(3)170(B)(1) (A)(VI)CENTRAL IOWA HEALTH SYSTEMYes (1)
IOWA PHYSICIANS CLINIC MEDICAL FOUNDATION
8101 BIRCHWOOD COURTJOHNSTONIA50131421411630PRIMARY HEALTH CARE SERVICESIA501(C)(3)170(B)(1) (A)(III)IOWA HEALTH SYSTEMYes (1)
MEMORIAL FOUNDATION OF ALLEN HOSPITAL
1825 LOGAN AVENUEWATERLOOIA50703421201138CHARITABLE FUNDRAISINGIA501(C)(3)170(B)(1) (A)(VI)ALLEN HEALTH SYSTEMS INCYes (1)
MERITER FOUNDATION INC
202 SOUTH PARK STREETMADISONWI53715237098688CHARITABLE FUNDRAISINGWI501(C)(3)170(B)(1) (A)(VI)MERITER HEALTH SERVICES INCYes (1)
MERITER HEALTH SERVICES INC
202 SOUTH PARK STREETMADISONWI53715391412318SUPPORT AFFILIATES' MISSION TO IMPROVE HEALTH CAREWI501(C)(3)509(A)(3), TYPE IIIOWA HEALTH SYSTEMYes (1)
MERITER HOSPITAL INC
202 SOUTH PARK STREETMADISONWI53715390806367HOSPITALWI501(C)(3)170(B)(1) (A)(III)MERITER HEALTH SERVICES INCYes (1)
MERITER MEDICAL GROUP INC
202 SOUTH PARK STREETMADISONWI53715050545222SUPPORT SERVICES FOR MEDICAL CARE AND HEALTH SERVICESWI501(C)(3)509(A)(3), TYPE IIMERITER HOSPITAL INCYes (1)
METHODIST HEALTH SERVICES CORPORATION
221 NORTHEAST GLEN OAK AVENUEPEORIAIL61636371111135SUPPORT AFFILIATES' MISSION TO IMPROVE HEALTH CAREIL501(C)(3)509(A)(3), TYPE IIIIOWA HEALTH SYSTEMYes (1)
METHODIST MEDICAL CENTER FOUNDATION
221 NORTHEAST GLEN OAK AVENUEPEORIAIL61636510186460CHARITABLE FUNDRAISINGIL501(C)(3)170(B)(1) (A)(VI)METHODIST HEALTH SERVICES CORPORATIONYes (1)
METHODIST MEDICAL CENTER OF ILLINOIS
221 NORTHEAST GLEN OAK AVENUEPEORIAIL61636370661223HOSPITALIL501(C)(3)170(B)(1) (A)(III)METHODIST HEALTH SERVICES CORPORATIONYes (1)
METHODIST SERVICES INC
221 NORTHEAST GLEN OAK AVENUEPEORIAIL61636371111134OFFICE RENTALIL501(C)(3)509(A)(2)METHODIST HEALTH SERVICES CORPORATIONYes (1)
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 HOSPITALYes (1)
NORTH CENTRAL IOWA MENTAL HEALTH CENTER INCORPORATED
720 KENYON DRIVEFORT DODGEIA50501420937390MENTAL HEALTH CAREIA501(C)(3)170(B)(1) (A)(III)TRINITY HEALTH SYSTEMS INCYes (1)
NORTHWEST IOWA HOSPITAL CORPORATION
2720 STONE PARK BLVDSIOUX CITYIA51104421019872HOSPITALIA501(C)(3)170(B)(1) (A)(III)ST LUKE'S HEALTH SYSTEM INCYes (1)
PROCTOR HEALTH CARE INCORPORATED
5409 N KNOXVILLE AVEPEORIAIL61614371133412SUPPORT AFFILIATES' MISSION TO IMPROVE HEALTH CAREIL501(C)(3)170(B)(1) (A)(III)METHODIST HEALTH SERVICES CORPORATIONYes (1)
PROCTOR HEALTH SYSTEMS
5409 N KNOXVILLE AVEPEORIAIL61614364147437PRIMARY HEALTH CARE SERVICESIL501(C)(3)170(B)(1) (A)(III)PROCTOR HEALTH CARE INCORPORATEDYes (1)
PROCTOR HOSPITAL
5409 N KNOXVILLE AVEPEORIAIL61614370681540HOSPITALIL501(C)(3)170(B)(1) (A)(III)PROCTOR HEALTH CARE INCORPORATEDYes (1)
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 CENER OF ILLINOISYes (1)
SHARED MAGNETIC RESONANCE IMAGING FACILITY INC
1104 JOHN NOLEN DRIVEMADISONWI53713391534744MEDICAL TECHNOLOGYWI501(C)(3)509(A)(3), TYPE IYes (1)
SIOUXLAND PACE INC
313 COOK STREETSIOUX CITYIA51103261120134ALL-INCLUSIVE CARE FOR THE ELDERLYIA501(C)(3)170(B)(1) (A)(III)ST LUKE'S HEALTH SYSTEM INCYes (1)
ST LUKE'S HEALTH RESOURCES
2720 STONE PARK BLVDSIOUX CITYIA51104421059182OUTPATIENT CLINICS AND HEALTHCARE SERVICESIA501(C)(3)509(A)(2)ST LUKE'S HEALTH SYSTEM INCYes (1)
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 SYSTEMYes (1)
ST LUKE'S HEALTHCARE
1026 A AVENUE NECEDAR RAPIDSIA52402421487968SUPPORT AFFILIATES' MISSION TO IMPROVE HEALTH CAREIA501(C)(3)509(A)(3), TYPE IIIOWA HEALTH SYSTEMYes (1)
ST LUKE'S METHODIST HOSPITAL
1026 A AVENUE NECEDAR RAPIDSIA52402420504780HOSPITALIA501(C)(3)170(B)(1) (A)(III)ST LUKE'S HEALTHCAREYes (1)
ST LUKE'SJONES REGIONAL MEDICAL CENTER
1795 HIGHWAY 64 EASTANAMOSAIA52205421487967HOSPITALIA501(C)(3)170(B)(1) (A)(III)ST LUKE'S HEALTHCAREYes (1)
STL CARE COMPANY
1026 A AVENUE NECEDAR RAPIDSIA52402421276632IMPROVE PUBLIC HEALTH SERVICESIA501(C)(3)509(A)(2)ST LUKE'S HEALTHCAREYes (1)
THE DUBUQUE VISITING NURSE ASSOCIATION
350 NORTH GRANDVIEW AVENUEDUBUQUEIA52001420680410PUBLIC HEALTH SERVICES/HOME CAREIA501(C)(3)509(A)(2)FINLEY TRI-STATES HEALTH GROUP INCYes (1)
THE FINLEY HOSPITAL
350 NORTH GRANDVIEW AVENUEDUBUQUEIA52001420680354HOSPITALIA501(C)(3)170(B)(1) (A)(III)FINLEY TRI-STATES HEALTH GROUP INCYes (1)
THE ROBERT YOUNG CENTER FOR COMMUNITY MENTAL HEALTH
2701 17TH STREETROCK ISLANDIL61201363678909MENTAL HEALTH CAREIL501(C)(3)170(B)(1) (A)(VI)TRINITY REGIONAL HEALTH SYSTEMYes (1)
TRIMARK PHYSICIANS GROUP
802 KENYON ROADFORT DODGEIA50501453791448SUPPORT SERVICES FOR MEDICAL CARE AND HEALTH SERVICESIA501(C)(3)170(B)(1) (A)(III)TRINITY HEALTH SYSTEMS INCYes (1)
TRINITY BUILDING CORPORATION
802 KENYON ROADFORT DODGEIA50501421376187PROPERTY HOLDING COMPANYIA501(C)(2)TRINITY HEALTH SYSTEMS INCYes (1)
TRINITY COLLEGE OF NURSING & HEALTH SCIENCES
2122 25TH AVEROCK ISLANDIL61201810994377EDUCATE AND DEVELOP HEALTHCARE PROFESSIONALSIL501(C)(3)170(B)(1) (A)(II)TRINITY MEDICAL CENTERYes (1)
TRINITY HEALTH FOUNDATION
802 KENYON ROADFORT DODGEIA50501421222381CHARITABLE FUNDRAISINGIA501(C)(3)170(B)(1) (A)(VI)TRINITY HEALTH SYSTEMS INCYes (1)
TRINITY HEALTH FOUNDATION
2701 17TH STREETROCK ISLANDIL61201363321751CHARITABLE FUNDRAISINGIL501(C)(3)170(B)(1) (A)(VI)TRINITY REGIONAL HEALTH SYSTEMYes (1)
TRINITY HEALTH SYSTEMS INC
802 KENYON ROADFORT DODGEIA50501421222877SUPPORT AFFILIATES' MISSION TO IMPROVE HEALTH CAREIA501(C)(3)509(A)(3), TYPE IIIOWA HEALTH SYSTEMYes (1)
TRINITY MEDICAL CENTER
2701 17TH STREETROCK ISLANDIL61201362739299HOSPITALIL501(C)(3)170(B)(1) (A)(III)TRINITY REGIONAL HEALTH SYSTEMYes (1)
TRINITY REGIONAL HEALTH SYSTEM
2701 17TH STREETROCK ISLANDIL61201363351952SUPPORT AFFILIATES' MISSION TO IMPROVE HEALTH CAREIL501(C)(3)509(A)(3), TYPE IIIOWA HEALTH SYSTEMYes (1)
TRINITY REGIONAL HOSPITAL AUXILIARY
802 KENYON ROADFORT DODGEIA50501426081474CHARITABLE FUNDRAISING AND VOLUNTEER SERVICESIA501(C)(3)509(A)(2)TRINITY REGIONAL MEDICAL CENTERYes (1)
TRINITY REGIONAL MEDICAL CENTER
802 KENYON ROADFORT DODGEIA50501421009175HOSPITALIA501(C)(3)170(B)(1) (A)(III)TRINITY HEALTH SYSTEMS INCYes (1)
UNITY HEALTHCARE
1518 MULBERRY AVENUEMUSCATINEIA52761420680337HOSPITALIA501(C)(3)170(B)(1) (A)(III)TRINITY REGIONAL HEALTH SYSTEMYes (1)
UNITY HEALTHCARE FOUNDATION
1518 MULBERRY AVENUEMUSCATINEIA52761421525031SUPPORT AFFILIATES' MISSION TO IMPROVE HEALTH CAREIA501(C)(3)509(A)(3), TYPE ITRINITY REGIONAL HEALTH SYSTEMYes (1)
UNITYPOINT AT HOME
11333 AURORA AVENUEURBANDALEIA50322421477471HOME HEALTH CAREIA501(C)(3)509(A)(2)IOWA HEALTH SYSTEMYes (1)
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 SYSTEMYes (1)

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (28 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdDirect Controlling NADirectControllingNACdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtPredominant Income TypePredominantIncomeTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtDisproportionate AllocationsDisproportionateAllocationsIndGeneral Or Managing PartnerGeneralOrManagingPartnerIndOwnershipOwnershipPct
ADVANCED IMAGING CENTER LLC
615 VALLEY VIEW DRIVEMOLINEIL61265364356301DIAGNOSTIC RADIOLOGY CENTERIAN/A
ALLEN MEMORIAL HOSPITAL ORTHOPEDIC CO-MANAGEMENT CO LLC
1825 LOGAN AVEWATERLOOIA50703453237125ORTHOPEDIC MANAGEMENT & ADMINISTRATIVE SERVICESIAN/A
CENTRAL IOWA CARDIOVASCULAR CO-MANAGEMENT CO LLC
1200 PLEASANT STDES MOINESIA50309273625869CARDIOVASCULAR MANAGEMENT & ADMINISTRATIVE SERVICESIAN/A
CENTRAL IOWA ONCOLOGY CO-MANAGEMENT COMPANY
1200 PLEASANT STREETDES MOINESIA50309453017991ONCOLOGY MANAGEMENT & ADMINISTRATIVE SERVICESIAN/A
CENTRAL IOWA SURGICAL SERVICES CO-MANAGEMENT CO LLC
1200 PLEASANT STDES MOINESIA50309471608704SURGICAL MANAGEMENT & ADMINISTRATIVE SERVICESIAN/A
DUBUQUE ENDOSCOPY CENTER LC
1515 DELHI STREET SUITE 500DUBUQUEIA52001201597161AMBULATORY SURGERY CENTERIAN/A
ENSEVA - HIAWATHA LLC
755 METZGER DRIVEHIAWATHAIA52233453437363COLLOCATION FACILITYIAIOWA HEALTH SYSTEMRELATED-$45,295$1,915,187000.52000
FINLEY DEPT OF SURGERY CO-MGMT CO LLC
350 N GRANDVIEW AVEDUBUQUEIA52001422808785SURGERY DEPARTMENT MANAGEMENT SERVICESIAN/A
HEALTH CARE AFFILIATES OF THE TRI-STATES LLC
350 N GRANDVIEW AVEDUBUQUEIA52001421428503PROVIDE ACCESS TO LICENSED SOFTWAREIAN/A
IOWA DIAGNOSTIC IMAGING AND PROCEDURE CENTER LC
1200 PLEASANT STREETDES MOINESIA50309030482623OUTPATIENT DIAGNOSTIC IMAGINGIAN/A
IOWA HEALTH SYSTEM CONTRACTING SERVICES LC
1776 WEST LAKES PKWY 400WEST DES MOINESIA50266421511142GROUP PURCHASINGIAIOWA HEALTH SYSTEMRELATED-$4,125,773$7,537,379Yes (1)Yes (1)1.00000
LAKEVIEW SURGERY CENTER LC
1200 PLEASANT STREETDES MOINESIA50309421516120SURGERY CENTERIAN/A
MERITER UW PHYSICIANS CONTRACTING COMPANY LLC
202 SOUTH PARK STREETMADISONWI53715391998819HEALTH SERVICESWIN/A
MISSISSIPPI VALLEY SLEEP DISORDER CENTER LC
3400 DEXTER COURTDAVENPORTIA52807421489697MEDICAL LABORATORY SERVICESIAN/A
MMCI ORTHOPEDIC CO-MANAGEMENT COMPANY LLC
221 NE GLEN OAK AVEPEORIAIL61636461219459ORTHOPEDIC MANAGEMENT & ADMINISTRATIVE SERVICESILN/A
MMCI SURGERY CO-MANAGEMENT COMPANY LLC
221 NE GLEN OAK AVEPEORIAIL61636471323385SURGERY MANAGEMENT & ADMINISTRATIVE SERVICESILN/A
MR ASSOCIATES LLP
1956 1ST AVENUE NECEDAR RAPIDSIA52402421260463OWN AND OPERATE MR UNITIAN/A
ORTHOPAEDIC OUTPATIENT SURGERY CENTER LC
1200 PLEASANT STREETDES MOINESIA50309421508092AMBULATORY SURGERY CENTERIAN/A
REGIONAL HEALTH PARTNERS LLC
1258 W SOUTH STKEWANEEIL61443800899158AMBULATORY HEALTH CLINICSILN/A
REHABILITATION THERAPY SERVICES LLC
416 ST MARKS CT 110PEORIAIL61603810584193REHABILATION THERAPYILN/A
SLRMC CARDIOVASCULAR CO-MANAGEMENT COMPANY LLC
2720 STONE PARK BLVDSIOUX CITYIA51104455322324CARDIOVASCULAR MANAGEMENT & ADMINISTRATIVE SERVICESIAN/A
THE OUTPATIENT SURGERY CENTER OF CEDAR RAPIDS LLC
1075 FIRST AVENUE SECEDAR RAPIDSIA52403721550812AMBULATORY SURGERY CENTER.IAN/A
TRINITY ANESTHESIOLOGY SERVICES CO-MANAGEMENT COMPANY LLC
2701 17TH STREETROCK ISLANDIL61201300932074ANESTHESIOLOGY SERVICE LINES ADMINISTRATIVE SERVICESILN/A
TRINITY ONCOLOGY SERVICES CO-MANAGEMENT COMPANY LLC
500 JOHN DEERE ROADMOLINEIL61265900953327ONCOLOGY MANAGEMENT SERVICESILN/A
UNITYPOINT AT WORK LC
1825 LOGAN AVEWATERLOOIA50703472181113OCCUPATIONAL MEDICINEIAN/A
UPHT-SCA HOLDINGS LLC
569 BROOKWOOD VILLAGE SUITE 901BIRMINGHAMAL35209473564984AMBULATORY SURGERY CENTER INVESTMENTDEN/A
WEST HOSPITAL ORTHOPEDIC CO-MANAGEMENT COMPANY LLC
1660 60TH STREETWEST DES MOINESIA50266271414600ORTHOPEDIC SERVICE LINES MANAGEMENTIAN/A
WEST LAKES SLEEP CENTER LLC
5950 UNIVERSITY AVENUE SUITE 2WEST DES MOINESIA50266263193923SLEEP DISORDER DIAGNOSTIC TESTING FACILITYIAN/A

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (19 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdDirect Controlling NADirectControllingNACdEntity TypeEntityTypeTxtControlled OrganizationControlledOrganizationIndBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtOwnershipOwnershipPct
BELCREST SERVICES LTD
5409 N KNOXVILLE AVEPEORIAIL61614371196307MEDICAL SERVICESILN/ACYes (1)
BROADBAND INC
1776 WEST LAKES PKWY 400WEST DES MOINESIA50266273819741INFORMATION TECHNOLOGY MGMT.IACYes (1)IOWA HEALTH SYSTEM$2,165,086$17,505,0221.00000
DELHI POINT CONDO ASSOCIATION
350 N GRANDVIEWDUBUQUEIA52001421467002REAL ESTATE MANAGEMENTIAN/ACYes (1)
HCP CORPORATION
202 SOUTH PARK STREETMADISONWI53715391177562REAL ESTATE RENTALWIN/ACYes (1)
HEALTH PLUS INC
5409 N KNOXVILLE AVEPEORIAIL61614371295532MANAGED CARE ADMINISTRATIONILN/ACYes (1)
HNC SERVICES
1776 WEST LAKES PKWY 400WEST DES MOINESIA50266270987243FIBER OPTIC NETWORK SERVICESIACYes (1)IOWA HEALTH SYSTEM$1,408,986$363,6051.00000
HOME HEALTH PLUS SERVICES INC
PO BOX 87PEORIAIL61650364053068HOME HEALTH SERVICESILN/ACYes (1)
MEDIMORE INC
1776 WEST LAKES PKWY 400WEST DES MOINESIA50266421414390MANAGED CAREIACYes (1)IOWA HEALTH SYSTEM$416,370-$36,9261.00000
MERITER HEALTH ENTERPRISES INC
202 SOUTH PARK STREETMADISONWI53715391293620MANAGEMENT SERVICESWIN/ACYes (1)
MERITER MANAGEMENT SERVICES INC
202 SOUTH PARK STREETMADISONWI53715391458235ADMINISTRATIVE SERVICESWIN/ACYes (1)
METHODIST HEALTH VENTURES INC
PO BOX 87PEORIAIL61650371140939PHARMACY/OFFICE STAFFINGILN/ACYes (1)
METHODIST PHYSICIAN SERVICES INC
PO BOX 87PEORIAIL61650363858550MEDICAL SERVICESILN/ACYes (1)
PRECEDENCE INC
4622 PROGRESS DRIVE STE ADAVENPORTIA52807371288604MANAGED MENTAL CAREIAN/ACYes (1)
PROVIDER RESOURCE MANAGEMENT INC
PO BOX 87PEORIAIL61650371223550RESOURCE MANAGEMENTILN/ACYes (1)
PHYSICIANS PLUS INSURANCE CORPORATION
2650 NOVATION PARKWAY SUITE 400MADISONWI53713391565691FEDERALLY QUALIFIED HMOWICYes (1)IOWA HEALTH SYSTEM$243,230,532$75,374,5411.00000
RURAL IOWA SPECIALTY PHYSICIAN CONSORTIUM INC
700 E UNIVERSITY AVEDES MOINESIA50316261271143SPECIALTY PHYSICIANS MEDICAL CAREIAN/ACYes (1)
STL HEALTH RESOURCES CO
1026 A AVE NECEDAR RAPIDSIA52402421193499PHYSICIAN OFFICE RENTALIAN/ACYes (1)
TRINITY HEALTH ENTERPRISES INC
2701 17TH STROCK ISLANDIL61201363320141RETAIL DURABLE MEDICAL EQUIPMENT & PHARMACYILN/ACYes (1)
TRINITY PHYSICIAN HOSPITAL ORGANIZATION LTD
4622 PROGRESS DRIVE STE ADAVENPORTIA52807363924720MANAGED HEALTH CAREIAN/ACYes (1)
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 Org0LoansOrGuaranteesFromOthOrgInd
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 FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (1)TransferToOtherOrgInd
Transfer From Other OrgYes (1)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (101 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
ALLEN MEMORIAL HOSPITAL CORPORATION
A$4,346,863BASED ON GAAP, CASH, AND/OR FMV.
ALLEN MEMORIAL HOSPITAL CORPORATION
C$15,939,650BASED ON GAAP, CASH, AND/OR FMV.
ALLEN MEMORIAL HOSPITAL CORPORATION
J$620,031BASED ON GAAP, CASH, AND/OR FMV.
ALLEN MEMORIAL HOSPITAL CORPORATION
L$5,616,822BASED ON GAAP, CASH, AND/OR FMV.
ALLEN MEMORIAL HOSPITAL CORPORATION
N$2,489,711BASED ON GAAP, CASH, AND/OR FMV.
ALLEN MEMORIAL HOSPITAL CORPORATION
P$3,351,306BASED ON GAAP, CASH, AND/OR FMV.
ALLEN MEMORIAL HOSPITAL CORPORATION
Q$11,394,862BASED ON GAAP, CASH, AND/OR FMV.
ALLEN MEMORIAL HOSPITAL CORPORATION
R$736,038BASED ON GAAP, CASH, AND/OR FMV.
ALLEN MEMORIAL HOSPITAL CORPORATION
S$8,142,418BASED ON GAAP, CASH, AND/OR FMV.
BROADBAND INC
J$305,342BASED ON GAAP, CASH, AND/OR FMV.
BROADBAND INC
M$183,689BASED ON GAAP, CASH, AND/OR FMV.
CENTRAL IOWA HEALTH PROPERTIES CORPORATION
S$260,000BASED ON GAAP, CASH, AND/OR FMV.
CENTRAL IOWA HOSPITAL CORPORATION
A$7,498,856BASED ON GAAP, CASH, AND/OR FMV.
CENTRAL IOWA HOSPITAL CORPORATION
C$38,860,279BASED ON GAAP, CASH, AND/OR FMV.
CENTRAL IOWA HOSPITAL CORPORATION
J$1,759,603BASED ON GAAP, CASH, AND/OR FMV.
CENTRAL IOWA HOSPITAL CORPORATION
L$17,352,542BASED ON GAAP, CASH, AND/OR FMV.
CENTRAL IOWA HOSPITAL CORPORATION
N$7,424,308BASED ON GAAP, CASH, AND/OR FMV.
CENTRAL IOWA HOSPITAL CORPORATION
P$10,060,441BASED ON GAAP, CASH, AND/OR FMV.
CENTRAL IOWA HOSPITAL CORPORATION
Q$34,299,110BASED ON GAAP, CASH, AND/OR FMV.
CENTRAL IOWA HOSPITAL CORPORATION
R$1,846,513BASED ON GAAP, CASH, AND/OR FMV.
CENTRAL IOWA HOSPITAL CORPORATION
S$14,050,830BASED ON GAAP, CASH, AND/OR FMV.
IOWA HEALTH SYSTEM CONTRACTING SERVICES LC
M$2,216,663BASED ON GAAP, CASH, AND/OR FMV.
IOWA PHYSICIANS CLINIC MEDICAL FOUNDATION
B$113,621,878BASED ON GAAP, CASH, AND/OR FMV.
IOWA PHYSICIANS CLINIC MEDICAL FOUNDATION
J$1,893,645BASED ON GAAP, CASH, AND/OR FMV.
IOWA PHYSICIANS CLINIC MEDICAL FOUNDATION
L$6,686,428BASED ON GAAP, CASH, AND/OR FMV.
IOWA PHYSICIANS CLINIC MEDICAL FOUNDATION
N$3,416,876BASED ON GAAP, CASH, AND/OR FMV.
IOWA PHYSICIANS CLINIC MEDICAL FOUNDATION
P$5,284,052BASED ON GAAP, CASH, AND/OR FMV.
IOWA PHYSICIANS CLINIC MEDICAL FOUNDATION
Q$17,593,269BASED ON GAAP, CASH, AND/OR FMV.
IOWA PHYSICIANS CLINIC MEDICAL FOUNDATION
R$278,851BASED ON GAAP, CASH, AND/OR FMV.
IOWA PHYSICIANS CLINIC MEDICAL FOUNDATION
S$904,555BASED ON GAAP, CASH, AND/OR FMV.
MEDIMORE INC
B$416,370BASED ON GAAP, CASH, AND/OR FMV.
MERITER HOSPITAL INC
A$9,073,286BASED ON GAAP, CASH, AND/OR FMV.
MERITER HOSPITAL INC
J$250,252BASED ON GAAP, CASH, AND/OR FMV.
MERITER HOSPITAL INC
L$9,369,160BASED ON GAAP, CASH, AND/OR FMV.
MERITER HOSPITAL INC
N$8,871,291BASED ON GAAP, CASH, AND/OR FMV.
MERITER HOSPITAL INC
P$6,770,503BASED ON GAAP, CASH, AND/OR FMV.
MERITER HOSPITAL INC
Q$22,130,077BASED ON GAAP, CASH, AND/OR FMV.
MERITER HOSPITAL INC
S$10,975,800BASED ON GAAP, CASH, AND/OR FMV.
METHODIST MEDICAL CENTER OF ILLINOIS
A$2,802,533BASED ON GAAP, CASH, AND/OR FMV.
METHODIST MEDICAL CENTER OF ILLINOIS
J$1,018,706BASED ON GAAP, CASH, AND/OR FMV.
METHODIST MEDICAL CENTER OF ILLINOIS
L$11,617,153BASED ON GAAP, CASH, AND/OR FMV.
METHODIST MEDICAL CENTER OF ILLINOIS
N$5,238,134BASED ON GAAP, CASH, AND/OR FMV.
METHODIST MEDICAL CENTER OF ILLINOIS
P$7,210,766BASED ON GAAP, CASH, AND/OR FMV.
METHODIST MEDICAL CENTER OF ILLINOIS
Q$24,299,752BASED ON GAAP, CASH, AND/OR FMV.
METHODIST MEDICAL CENTER OF ILLINOIS
S$4,393,066BASED ON GAAP, CASH, AND/OR FMV.
NORTHWEST IOWA HOSPITAL CORPORATION
A$3,200,317BASED ON GAAP, CASH, AND/OR FMV.
NORTHWEST IOWA HOSPITAL CORPORATION
C$4,276,484BASED ON GAAP, CASH, AND/OR FMV.
NORTHWEST IOWA HOSPITAL CORPORATION
J$468,056BASED ON GAAP, CASH, AND/OR FMV.
NORTHWEST IOWA HOSPITAL CORPORATION
L$4,307,170BASED ON GAAP, CASH, AND/OR FMV.
NORTHWEST IOWA HOSPITAL CORPORATION
N$1,844,067BASED ON GAAP, CASH, AND/OR FMV.
NORTHWEST IOWA HOSPITAL CORPORATION
P$2,552,581BASED ON GAAP, CASH, AND/OR FMV.
NORTHWEST IOWA HOSPITAL CORPORATION
Q$8,759,777BASED ON GAAP, CASH, AND/OR FMV.
NORTHWEST IOWA HOSPITAL CORPORATION
R$414,526BASED ON GAAP, CASH, AND/OR FMV.
NORTHWEST IOWA HOSPITAL CORPORATION
S$8,264,646BASED ON GAAP, CASH, AND/OR FMV.
PHYSICIANS PLUS INSURANCE CORPORATION
L$718,436BASED ON GAAP, CASH, AND/OR FMV.
PHYSICIANS PLUS INSURANCE CORPORATION
Q$3,707,354BASED ON GAAP, CASH, AND/OR FMV.
PROCTOR HOSPITAL
A$453,517BASED ON GAAP, CASH, AND/OR FMV.
ST LUKE'S METHODIST HOSPITAL
A$4,847,724BASED ON GAAP, CASH, AND/OR FMV.
ST LUKE'S METHODIST HOSPITAL
C$29,188,742BASED ON GAAP, CASH, AND/OR FMV.
ST LUKE'S METHODIST HOSPITAL
J$1,333,175BASED ON GAAP, CASH, AND/OR FMV.
ST LUKE'S METHODIST HOSPITAL
L$9,399,877BASED ON GAAP, CASH, AND/OR FMV.
ST LUKE'S METHODIST HOSPITAL
N$4,144,917BASED ON GAAP, CASH, AND/OR FMV.
ST LUKE'S METHODIST HOSPITAL
P$5,334,108BASED ON GAAP, CASH, AND/OR FMV.
ST LUKE'S METHODIST HOSPITAL
Q$18,506,645BASED ON GAAP, CASH, AND/OR FMV.
ST LUKE'S METHODIST HOSPITAL
R$1,159,352BASED ON GAAP, CASH, AND/OR FMV.
ST LUKE'S METHODIST HOSPITAL
S$7,924,760BASED ON GAAP, CASH, AND/OR FMV.
THE FINLEY HOSPITAL
A$1,369,699BASED ON GAAP, CASH, AND/OR FMV.
THE FINLEY HOSPITAL
J$322,173BASED ON GAAP, CASH, AND/OR FMV.
THE FINLEY HOSPITAL
L$2,661,245BASED ON GAAP, CASH, AND/OR FMV.
THE FINLEY HOSPITAL
N$1,210,007BASED ON GAAP, CASH, AND/OR FMV.
THE FINLEY HOSPITAL
P$1,551,087BASED ON GAAP, CASH, AND/OR FMV.
THE FINLEY HOSPITAL
Q$5,387,365BASED ON GAAP, CASH, AND/OR FMV.
THE FINLEY HOSPITAL
R$328,392BASED ON GAAP, CASH, AND/OR FMV.
THE FINLEY HOSPITAL
S$2,800,077BASED ON GAAP, CASH, AND/OR FMV.
TRINITY MEDICAL CENTER
A$8,496,149BASED ON GAAP, CASH, AND/OR FMV.
TRINITY MEDICAL CENTER
C$25,356,724BASED ON GAAP, CASH, AND/OR FMV.
TRINITY MEDICAL CENTER
J$1,233,330BASED ON GAAP, CASH, AND/OR FMV.
TRINITY MEDICAL CENTER
L$10,197,976BASED ON GAAP, CASH, AND/OR FMV.
TRINITY MEDICAL CENTER
N$4,465,678BASED ON GAAP, CASH, AND/OR FMV.
TRINITY MEDICAL CENTER
P$5,953,458BASED ON GAAP, CASH, AND/OR FMV.
TRINITY MEDICAL CENTER
Q$20,783,133BASED ON GAAP, CASH, AND/OR FMV.
TRINITY MEDICAL CENTER
R$1,568,065BASED ON GAAP, CASH, AND/OR FMV.
TRINITY MEDICAL CENTER
S$12,460,038BASED ON GAAP, CASH, AND/OR FMV.
TRINITY REGIONAL MEDICAL CENTER
A$1,249,832BASED ON GAAP, CASH, AND/OR FMV.
TRINITY REGIONAL MEDICAL CENTER
J$542,926BASED ON GAAP, CASH, AND/OR FMV.
TRINITY REGIONAL MEDICAL CENTER
L$3,684,706BASED ON GAAP, CASH, AND/OR FMV.
TRINITY REGIONAL MEDICAL CENTER
N$1,562,947BASED ON GAAP, CASH, AND/OR FMV.
TRINITY REGIONAL MEDICAL CENTER
P$2,192,112BASED ON GAAP, CASH, AND/OR FMV.
TRINITY REGIONAL MEDICAL CENTER
Q$7,501,552BASED ON GAAP, CASH, AND/OR FMV.
TRINITY REGIONAL MEDICAL CENTER
R$366,301BASED ON GAAP, CASH, AND/OR FMV.
TRINITY REGIONAL MEDICAL CENTER
S$2,745,434BASED ON GAAP, CASH, AND/OR FMV.
UNITY HEALTHCARE
A$312,463BASED ON GAAP, CASH, AND/OR FMV.
UNITY HEALTHCARE
S$218,414BASED ON GAAP, CASH, AND/OR FMV.
UNITYPOINT AT HOME
D$2,000,000BASED ON GAAP, CASH, AND/OR FMV.
UNITYPOINT AT HOME
J$670,783BASED ON GAAP, CASH, AND/OR FMV.
UNITYPOINT AT HOME
L$2,867,926BASED ON GAAP, CASH, AND/OR FMV.
UNITYPOINT AT HOME
N$1,941,982BASED ON GAAP, CASH, AND/OR FMV.
UNITYPOINT AT HOME
P$1,031,132BASED ON GAAP, CASH, AND/OR FMV.
UNITYPOINT AT HOME
Q$5,271,005BASED ON GAAP, CASH, AND/OR FMV.
UNITYPOINT AT HOME
R$137,324BASED ON GAAP, CASH, AND/OR FMV.
UNITYPOINT AT HOME
S$142,807BASED ON GAAP, CASH, AND/OR FMV.

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) IOWA HEALTH SYSTEM IS AN IOWA NONPROFIT CORPORATION FORMED IN DECEMBER 1994. IOWA HEALTH SYSTEM AND ITS SUBSIDIARIES PROVIDE INPATIENT AND OUTPATIENT CARE AND PHYSICIAN SERVICES FROM 33 HOSPITAL FACILITIES AND OVER 400 OUTPATIENT SITES IN IOWA, ILLINOIS AND WISCONSIN. PRIMARY, SECONDARY AND TERTIARY CARE SERVICES ARE PROVIDED TO RESIDENTS OF IOWA, ILLINOIS, WISCONSIN AND ADJACENT STATES. ON APRIL 16, 2013, IOWA HEALTH SYSTEM BEGAN BEING PUBLICLY KNOWN AS UNITYPOINT HEALTH (THE SYSTEM). THIS NAME CHANGE REFLECTS THE TRANSFORMATION OF CLINICAL PROCESSES UNDERWAY WITHIN THE SYSTEM AND THE ADAPTATION TO BETTER ADDRESS THE HEALTH CARE NEEDS OF COMMUNITIES, INCLUDING BUILDING A MODEL OF DELIVERING HEALTH CARE THAT COORDINATES CARE AROUND THE PATIENT WHILE FOCUSING ON IMPROVING THE QUALITY OF CARE AND REDUCING COSTS. THE LEGAL NAME OF THE PARENT REMAINS IOWA HEALTH SYSTEM, WITH THE UNITYPOINT HEALTH NAME REFLECTING A DOING BUSINESS AS (D/B/A).ExplanationTxt

Affiliated Group Schedule AffiliatedGroupSchedule

Affiliated Schedule AffiliatedScheduleGrp (52 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINElecting OrganizationElectingOrganizationIndTotal Grassroots LobbyTotalGrassrootsLobbyAmtTotal Direct LobbyTotalDirectLobbyAmtTotal Lobby ExpenditureTotalLobbyExpenditureAmtOther Exempt Purpose ExpendOtherExemptPurposeExpendAmtTotal Exempt Purpose ExpendTotalExemptPurposeExpendAmtLobby NontxLobbyNontxAmtGrassroots NontxGrassrootsNontxAmtTotal Lobby Grssroot Mns NontxTotalLobbyGrssrootMnsNontxAmtTot Lbby Expend Mns Lobby NontxTotLbbyExpendMnsLobbyNontxAmtShare Excess Lobby ExpendShareExcessLobbyExpendAmt
IOWA HEALTH SYSTEM
1776 WEST LAKES PKWY STE 400WEST DES MOINESIA50266421435199Yes (X)$0$466,452$466,452$375,296,699$375,763,151$1,000,000$250,000$0$0$0
ALLEN COLLEGE
1825 LOGAN AVENUEWATERLOOIA50703421351526$0$0$0$7,971,040$7,971,040$548,552$137,138$0$0$0
ALLEN HEALTH SYSTEMS INC
1825 LOGAN AVENUEWATERLOOIA50703421201924$0$0$0$817,137$817,137$147,571$36,893$0$0$0
ALLEN MEMORIAL HOSPITAL CORPORATION
1825 LOGAN AVENUEWATERLOOIA50703420698265$0$0$0$225,621,304$225,621,304$1,000,000$250,000$0$0$0
ANAMOSA AREA AMBULANCE SERVICE
101 GRANT WOOD DRIVEANAMOSAIA52205421466284$0$0$0$590,348$590,348$113,552$28,388$0$0$0
BLACK HAWK-GRUNDY MENTAL HEALTH CENTER INC
3251 WEST NINTH STREETWATERLOOIA50702420733463$0$0$0$3,788,420$3,788,420$339,421$84,855$0$0$0
CENTRAL IOWA HEALTH SYSTEM
1200 PLEASANT STREETDES MOINESIA50309421189791$0$0$0$2,337,920$2,337,920$266,896$66,724$0$0$0
CENTRAL IOWA HOSPITAL CORPORATION
1200 PLEASANT STREETDES MOINESIA50309420680452$0$8,000$8,000$647,106,425$647,114,425$1,000,000$250,000$0$0$0
FINLEY TRI-STATES HEALTH GROUP INC
350 NORTH GRANDVIEW AVENUEDUBUQUEIA52001421307495$0$0$0$402,797$402,797$80,559$20,140$0$0$0
FRIENDS OF THE BLACK HAWK-GRUNDY MENTAL HEALTH CENTER
3820 HILLSIDE DRIVECEDAR FALLSIA50613421372380$0$0$0$0$0$0$0$0$0$0
HULT CENTER FOR HEALTHY LIVING INC
5409 N KNOXVILLE AVEPEORIAIL61614363510390$0$0$0$1,031,925$1,031,925$178,193$44,548$0$0$0
IOWA HEALTH FOUNDATION
1415 WOODLAND AVE STE E-200DES MOINESIA50309421467682$0$0$0$8,130,425$8,130,425$556,521$139,130$0$0$0
IOWA PHYSICIANS CLINIC MEDICAL FOUNDATION
8101 BIRCHWOOD COURTJOHNSTONIA50131421411630$0$0$0$451,559,335$451,559,335$1,000,000$250,000$0$0$0
MEMORIAL FOUNDATION OF ALLEN HOSPITAL
1825 LOGAN AVENUEWATERLOOIA50703421201138$0$0$0$2,614,198$2,614,198$280,710$70,178$0$0$0
MERITER FOUNDATION INC
202 SOUTH PARK STREETMADISONWI53715237098688$0$0$0$726,725$726,725$134,009$33,502$0$0$0
MERITER HEALTH SERVICES INC
202 SOUTH PARK STREETMADISONWI53715391412318$0$0$0$1,193,313$1,193,313$194,331$48,583$0$0$0
MERITER HOSPITAL INC
202 SOUTH PARK STREETMADISONWI53715390806337$0$0$0$305,251,910$305,251,910$1,000,000$250,000$0$0$0
MERITER MEDICAL GROUP INC
202 SOUTH PARK STREETMADISONWI53715050545222$0$0$0$130,456$130,456$26,091$6,523$0$0$0
METHODIST HEALTH SERVICES CORPORATION
221 NE GLEN OAK AVENUEPEORIAIL61636371111135$0$0$0$141,879$141,879$28,376$7,094$0$0$0
METHODIST MEDICAL CENTER FOUNDATION
221 NE GLEN OAK AVENUEPEORIAIL61636510186460$0$0$0$2,781,602$2,781,602$289,080$72,270$0$0$0
METHODIST MEDICAL CENTER OF ILLINOIS
221 NE GLEN OAK AVENUEPEORIAIL61636370661223$0$58,542$58,542$304,039,035$304,097,577$1,000,000$250,000$0$0$0
METHODIST SERVICES INC
221 NE GLEN OAK AVENUEPEORIAIL61636371111134$0$0$0$11,642,719$11,642,719$732,136$183,034$0$0$0
NELLIE SHERWOOD TRUST
1026 A AVENUE NECEDAR RAPIDSIA52402426061621$0$0$0$13,485$13,485$2,697$674$0$0$0
NORTH CENTRAL IOWA MENTAL HEALTH CENTER INC
720 KENYON ROADFORT DODGEIA50501420937390$0$0$0$3,552,816$3,552,816$327,641$81,910$0$0$0
NORTHWEST IOWA HOSPITAL CORPORATION
2720 STONE PARK BLVDSIOUX CITYIA51104421019872$0$0$0$146,547,440$146,547,440$1,000,000$250,000$0$0$0
PROCTOR HEALTH CARE INCORPORATED
5409 N KNOXVILLE AVEPEORIAIL61614371133412$0$0$0$0$0$0$0$0$0$0
PROCTOR HEALTH SYSTEMS
5409 N KNOXVILLE AVEPEORIAIL61614364147437$0$0$0$7,970,276$7,970,276$548,514$137,129$0$0$0
PROCTOR HOSPITAL
5409 N KNOXVILLE AVENUEPEORIAIL61614370681540$0$13,516$13,516$73,125,674$73,139,190$1,000,000$250,000$0$0$0
SELF INSURANCE TRUST AGREEMENT EST BY MMCI
221 NE GLEN OAK AVENUEPEORIAIL61636376181831$0$0$0$0$0$0$0$0$0$0
SIOUXLAND PACE INC
309 COOK STREETSIOUX CITYIA51103261120134$0$0$0$10,904,415$10,904,415$695,221$173,805$0$0$0
ST LUKE'S HEALTH RESOURCES
2720 STONE PARK BLVDSIOUX CITYIA51104421059182$0$0$0$5,076,063$5,076,063$403,803$100,951$0$0$0
ST LUKE'S HEALTH SYSTEM INC
2720 STONE PARK BLVDSIOUX CITYIA51104421294091$0$0$0$3,099,640$3,099,640$304,982$76,246$0$0$0
ST LUKE'S HEALTHCARE
1026 A AVENUE NECEDAR RAPIDSIA52402421487968$0$0$0$1,259,811$1,259,811$200,981$50,245$0$0$0
ST LUKE'S METHODIST HOSPITAL
1026 A AVENUE NECEDAR RAPIDSIA52402420504780$0$0$0$316,905,071$316,905,071$1,000,000$250,000$0$0$0
ST LUKE'SJONES REGIONAL MEDICAL CENTER
104 BROADWAY PLACEANAMOSAIA52205421487967$0$0$0$19,079,352$19,079,352$1,000,000$250,000$0$0$0
STL CARE COMPANY
1026 A AVENUE NECEDAR RAPIDSIA52402421276632$0$0$0$17,649,954$17,649,954$1,000,000$250,000$0$0$0
THE DUBUQUE VISITING NURSE ASSOCIATION
350 NORTH GRANDVIEW AVENUEDUBUQUEIA52001420680410$0$0$0$2,805,480$2,805,480$290,274$72,569$0$0$0
THE FINLEY HOSPITAL
350 NORTH GRANDVIEW AVENUEDUBUQUEIA52001420680354$0$0$0$101,884,147$101,884,147$1,000,000$250,000$0$0$0
THE ROBERT YOUNG CENTER FOR COMMUNITY MENTAL HEALTH
2701 17TH STREETROCK ISLANDIL61201363678909$0$55,000$55,000$14,781,436$14,836,436$891,822$222,956$0$0$0
TRIMARK PHYSICIANS GROUP
802 KENYON ROADFORT DODGEIA50501453791448$0$0$0$37,753,048$37,753,048$1,000,000$250,000$0$0$0
TRINITY COLLEGE OF NURSING & HEALTH SCIENCES
2122 25TH AVEROCK ISLANDIL61201810994377$0$0$0$2,453,483$2,453,483$272,674$68,169$0$0$0
TRINITY HEALTH FOUNDATION
802 KENYON ROADFORT DODGEIA50501421222381$0$0$0$1,211,368$1,211,368$196,137$49,034$0$0$0
TRINITY HEALTH FOUNDATION
2701 17TH STREETROCK ISLANDIL61201363321751$0$0$0$1,225,263$1,225,263$197,526$49,382$0$0$0
TRINITY HEALTH SYSTEMS INC
802 KENYON ROADFORT DODGEIA50501421222877$0$0$0$1,868,265$1,868,265$243,413$60,853$0$0$0
TRINITY MEDICAL CENTER
2701 17TH STREETROCK ISLANDIL61201362739299$0$0$0$375,891,180$375,891,180$1,000,000$250,000$0$0$0
TRINITY REGIONAL HEALTH SYSTEM
2701 17TH STREETROCK ISLANDIL61201363351952$0$0$0$1,716,569$1,716,569$235,828$58,957$0$0$0
TRINITY REGIONAL HOSPITAL AUXILIARY
802 KENYON ROADFORT DODGEIA50501426081474$0$0$0$224,724$224,724$44,945$11,236$0$0$0
TRINITY REGIONAL MEDICAL CENTER
802 KENYON ROADFORT DODGEIA50501421009175$0$0$0$85,058,606$85,058,606$1,000,000$250,000$0$0$0
UNITY HEALTHCARE
1518 MULBERRY AVENUEMUSCATINEIA52761420680337$0$0$0$42,231,020$42,231,020$1,000,000$250,000$0$0$0
UNITY HEALTHCARE FOUNDATION
1518 MULBERRY AVENUEMUSCATINEIA52761421525031$0$0$0$709,623$709,623$131,443$32,861$0$0$0
UNITYPOINT AT HOME
11333 AURORA AVENUEURBANDALEIA50322421477471$0$0$0$115,159,563$115,159,563$1,000,000$250,000$0$0$0
UNITYPOINT HEALTH AT WORK
1776 WEST LAKES PKWY STE 400WEST DES MOINESIA50266810872241$0$0$0$0$0$0$0$0$0$0

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