MERITER HOSPITAL INC: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization: MERITER HOSPITAL INC (EIN 39-0806367)
Tax period: 2024-01-01 to 2024-12-31
Filed: 2025-11-13
IRS object ID: 202513179349312021
Schema version: 2024v5.2
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule B
Schedule D
Schedule H
Schedule I
Schedule J
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2025-11-13T20:56:14-06:00	ReturnTs
Tax Period End	2024-12-31	TaxPeriodEndDt
Return Type	990	ReturnTypeCd
Tax Period Begin	2024-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	390806367	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	MERITER HOSPITAL INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	MERI	BusinessNameControlTxt
Phone	6084176000	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	202 SOUTH PARK STREET	AddressLine1Txt
City	MADISON	CityNm
State Abbreviation	WI	StateAbbreviationCd
ZIP	537151596	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	BETH ERDMAN	PersonNm
Person Title	MARKET CFO	PersonTitleTxt
Phone	6084176000	PhoneNum
Signature	2025-11-07	SignatureDt

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	0	IRSResponsiblePrtyInfoCurrInd
Tax	2024	TaxYr
Build TS	2025-03-06 01:10:19Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	JAMES ARNETT	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	202 SOUTH PARK STREET	AddressLine1Txt
City	MADISON	CityNm
State Abbreviation	WI	StateAbbreviationCd
ZIP	537151596	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$804,750,556	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.UNITYPOINT.ORG (SEE SCH O)	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1898	FormationYr
Legal Domicile State	WI	LegalDomicileStateCd
Activity Or Mission	MERITER HOSPITAL, INC. IS A NOT FOR PROFIT, LOCALLY GOVERNED COMMUNITY HOSPITAL. MERITER HOSPITAL PROVIDES A COMPREHENSIVE ARRAY OF PATIENT-FOCUSED INPATIENT AND OUTPATIENT SERVICES TO MEET THE HEALTH-RELATED NEEDS OF OUR COMMUNITY.	ActivityOrMissionDesc
Voting Members Governing Body	13	VotingMembersGoverningBodyCnt
Voting Members Independent	11	VotingMembersIndependentCnt
Total Employee	4121	TotalEmployeeCnt
Total Volunteers	505	TotalVolunteersCnt
Total Gross UBI	$1,010,543	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$2,466,844	PYContributionsGrantsAmt
CY Contributions Grants	$2,368,834	CYContributionsGrantsAmt
PY Program Service Revenue	$583,228,820	PYProgramServiceRevenueAmt
CY Program Service Revenue	$625,936,660	CYProgramServiceRevenueAmt
PY Investment Income	$35,200,711	PYInvestmentIncomeAmt
CY Investment Income	$9,921,965	CYInvestmentIncomeAmt
PY Other Revenue	$4,841,340	PYOtherRevenueAmt
CY Other Revenue	$5,030,912	CYOtherRevenueAmt
PY Total Revenue	$625,737,715	PYTotalRevenueAmt
CY Total Revenue	$643,258,371	CYTotalRevenueAmt
PY Grants And Similar Paid	$146,903	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$38,500	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$287,493,308	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$303,791,880	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$289,745,775	PYOtherExpensesAmt
CY Other Expenses	$316,225,919	CYOtherExpensesAmt
PY Total Expenses	$577,385,986	PYTotalExpensesAmt
CY Total Expenses	$620,056,299	CYTotalExpensesAmt
PY Revenues Less Expenses	$48,351,729	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$23,202,072	CYRevenuesLessExpensesAmt
Total Assets BOY	$991,590,073	TotalAssetsBOYAmt
Total Assets EOY	$1,027,344,720	TotalAssetsEOYAmt
Total Liabilities BOY	$225,382,748	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$215,366,853	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$766,207,325	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$811,977,867	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	MERITER HOSPITAL, INC. IS DEDICATED TO IMPROVING THE HEALTH OF THE PEOPLE AND COMMUNITIES WE SERVE.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$534,593,826	ExpenseAmt
Grant	$38,500	GrantAmt
Revenue	$630,559,541	RevenueAmt
Desc	MERITER HOSPITAL, INC. IS A 448-BED COMMUNITY HOSPITAL FOCUSED ON DELIVERING QUALITY CARE AND PATIENT SAFETY. MERITER PROVIDES SOLUTIONS TO MANY COMMUNITY HEALTH CARE NEEDS, AND PROVIDES THE REGION'S ONLY AVAILABLE CHILD AND ADOLESCENT PSYCHIATRY SERVICES, AND SEXUAL ASSAULT NURSE EXAMINER SERVICES. MERITER IS PROUD TO DELIVER MORE BABIES THAN ANY OTHER HOSPITAL IN WISCONSIN AND RECEIVED NUMEROUS AWARDS:-PAGEEN SMALL, CLINICAL ETHICIST WAS RECENTLY PUBLISHED IN THE BIOETHICS TODAY BLOG "YOU NEED MORE FRIENDS": MAKING SPACE FOR LATINE DIVERSITY IN BIOETHICS (BIOETHICSTODAY.ORG). -UNITYPOINT HEALTH MERITER WAS NATIONALLY RECOGNIZED WITH THE AMERICAN HEART ASSOCIATION'S "GET WITH THE GUIDELINES - STROKE AND RECEIVED THE STROKE GOLD PLUS QUALITY ACHIEVEMENT AWARD FOR ITS COMMITMENT TO ENSURING STROKE PATIENTS RECEIVE THE MOST APPROPRIATE TREATMENT ACCORDING TO NATIONALLY RECOGNIZED, RESEARCH-BASED GUIDELINES, ULTIMATELY LEADING TO MORE LIVES SAVED AND REDUCED DISABILITY. -MERITER WAS ALSO NAMED TO THE TARGET: TYPE 2 DIABETES HONOR ROLL. TARGET: TYPE 2 DIABETES AIMS TO ENSURE PATIENTS WITH TYPE 2 DIABETES, WHO MIGHT BE AT HIGHER RISK FOR COMPLICATIONS, RECEIVE THE MOST UP-TO-DATE, EVIDENCE-BASED CARE WHEN HOSPITALIZED DUE TO STROKE. TARGET: HEART FAILURE DEMONSTRATES A COMMITMENT TO IMPROVING OUTCOMES FOR PATIENTS WITH HEART FAILURE, MEANING REDUCED READMISSIONS AND MORE HEALTHY DAYS AT HOME.-UNITYPOINT MERITER HAS EARNED THE AWARD OF HOPE BRONZE FOR ORGAN DONATION PERFORMANCE AND A TISSUE EXCELLENCE AWARD FOR TISSUE PERFORMANCE IN 2024! -LIONS EYE BANK OF WISCONSIN: UNITYPOINT HEALTH MERITER ACHIEVED A 46.7% CONVERSION RATE; EXCEEDING, NOT ONLY THE EYE BANK'S GOAL OF 30.0% BUT THEIR STRETCH GOAL OF 40.0%! -MERITER WAS NAMED ONE OF BECKER'S HOSPITAL REVIEW'S 100 GREAT COMMUNITY HOSPITALS! IT RECOGNIZES LOCAL AND RURAL HOSPITALS FOR THEIR CRUCIAL ROLE IN KEEPING COMMUNITIES HEALTHY. -MERITER HAS BEEN RECOGNIZED BY U.S. NEWS & WORLD REPORT AS A 'HIGH PERFORMING' 2025 BEST HOSPITAL FOR MATERNITY CARE. U.S. A HIGH PERFORMING RATING INDICATES EXEMPLARY PERFORMANCE ON A RANGE OF OBJECTIVE QUALITY MEASURES, SUCH AS RATES OF UNEXPECTED COMPLICATIONS AND C-SECTIONS. OF THE RECORD 817 HOSPITALS THAT SUBMITTED MATERNITY DATA TO U.S. NEWS THIS YEAR, ONLY 414 EARNED A HIGH PERFORMING RATING. -CONGRATS TO PAM WETZEL, MD, WHO WAS NAMED A 2025 "CMO TO KNOW" BY BECKER'S HOSPITAL REVIEW!-UNITYPOINT HEALTH MERITER WAS RECENTLY NAMED TO NEWSWEEK'S AMERICA'S BEST MATERNITY HOSPITALS 2024 LISTING. MERITER WAS ONE OF 168 HOSPITALS AWARDED FIVE RIBBONS, WHILE 236 HOSPITALS RECEIVED FOUR RIBBONS. THE EVALUATION CENTERED ON THREE PILLARS: AN ONLINE SURVEY OF HEALTH CARE PROFESSIONALS AND HOSPITAL MANAGERS WITH KNOWLEDGE OF MATERNITY PROCESSES, RESULTS FROM PATIENT EXPERIENCE SURVEYS, AND CONSIDERATION OF HOSPITAL QUALITY METRICS.-UNITYPOINT HEALTH - MERITER HAS BEEN NAMED TO THE 2024 EDITION OF BECKER'S 'GREAT COMMUNITY HOSPITALS' LIST. COMMUNITY HOSPITALS HONORED IN THIS LIST ARE FOCUSED ON BRINGING CLINICAL AND ACADEMIC EXCELLENCE, PERSONALIZED AND HOLISTIC CARE, AND OVERALL IMPROVED HEALTH TO THEIR COMMUNITIES. THE BECKER'S EDITORIAL TEAM SELECTED HOSPITALS FOR INCLUSION BASED ON NOMINATIONS AND CONSIDERED SEVERAL OUTSIDE RANKINGS AND RATINGS ORGANIZATIONS, INCLUDING U.S. NEWS & WORLD REPORT, HEALTHGRADES, CMS, THE LEAPFROG GROUP, THE NATIONAL RURAL HEALTH ASSOCIATION AND THE CHARTIS CENTER FOR RURAL HEALTH. BECKER'S RECOGNIZED UPH-M AS A COMMUNITY HOSPITAL THAT HAS SERVED ITS COMMUNITY FOR MORE THAN 125 YEARS, AND IS COMMITTED TO CREATING A DIVERSE, INCLUSIVE AND EQUITABLE CARE ENVIRONMENT. FOR EXAMPLE, IT RECENTLY RENAMED ITS WOMEN'S HEALTH/MOTHER-BABY SERVICES TO PREGNANCY AND NEWBORN SERVICES TO ENSURE AN INCLUSIVE CULTURE AT ALL STAGES OF THE CARE CONTINUUM. THE HOSPITAL OFFERS EDUCATIONAL OPPORTUNITIES FOR AREA STUDENTS, PARTNERS WITH A LOCAL FURNITURE STORE TO PROVIDE MATTRESSES TO RESIDENTS OF A NEARBY LOW-INCOME HOUSING COMPLEX, AND WORKS TO ADDRESS NEGATIVE IMPACTS TO HEALTH, SUCH AS HOMELESSNESS, THROUGH A PROGRAM THAT PROVIDES TREATMENT TO THOSE WITH HOUSING INSECURITIES. THE HOSPITAL'S EFFORTS HAVE UNITYPOINT.ORG BEEN RECOGNIZED NATIONALLY, INCLUDING EARNING A 5-STAR QUALITY RATING FROM CMS AND BEING NAMED THE NO. 2 HOSPITAL NATIONWIDE ON NEWSWEEK'S EXCELLENCE 1000 INDEX FOR 2024.-MERITER IS RANKED 67TH IN THE UNITED STATES AND 3RD IN WISCONSIN ON THE 2024 NEWSWEEK BEST HOSPITALS IN THE WORLD LIST. NEWSWEEK IDENTIFIED THE TOP 2,400 HOSPITALS ACROSS 30 COUNTRIES. EACH HOSPITAL'S SCORE IS BASED ON AN ONLINE SURVEY OF MORE THAN 85,000 MEDICAL EXPERTS AND PUBLIC DATA FROM POST-HOSPITALIZATION PATIENT SURVEYS ON THEIR GENERAL SATISFACTION. THE SCORE ALSO CONSIDERS METRICS ON THINGS LIKE HYGIENE AND PATIENT/DOCTOR RATIO AS WELL AS A STATISTA SURVEY ON WHETHER HOSPITALS USE PATIENT REPORTED OUTCOME MEASURES (PROMS), WHICH ARE STANDARDIZED QUESTIONNAIRES COMPLETED BY PATIENTS TO ASSESS THEIR EXPERIENCE AND RESULTS.-FOR THE THIRD YEAR IN A ROW, UNITYPOINT HEALTH MERITER HAS BEEN NAMED TO NEWSWEEK'S LIST OF "WORLD'S BEST HOSPITALS". MERITER RANKED IN THE TOP 100, NO. 73 IN THE UNITED STATES. OUR PARTNERS AT UW HEALTH RANKED NO. 22 IN THE NATION AND IN THE TOP 200 GLOBALLY, AND UNITYPOINT HEALTH AFFILIATE ST. LUKE'S IN CEDAR RAPIDS CAME IN AT NO.177 NATIONALLY. NEWSWEEK AND STATISTA DEVELOPED A COMPLEX METHODOLOGY TO ENSURE THE QUALITY AND VALIDITY OF THE RANKING.-2024 GET WITH THE GUIDELINES-STROKE GOLD PLUS TARGET: TYPE 2 DIABETES HONOR ROLL. MERITER HAS BEEN RECOGNIZED FOR ITS COMMITMENT TO ENSURING STROKE PATIENTS RECEIVE THE MOST APPROPRIATE TREATMENT ACCORDING TO NATIONALLY RECOGNIZED, RESEARCH-BASED GUIDELINES, ULTIMATELY LEADING TO MORE LIVES SAVED AND REDUCED DISABILITY.-MERITER'S SECURITY TEAM RECEIVED THE IAHSS AWARD. THE SECURITY TEAM WAS SELECTED BASED ON LEADER AND SECURITY OFFICER CERTIFICATION, AS WELL AS SKILLS AND SPECIALIZED KNOWLEDGE IN HEALTHCARE SECURITY AND SAFETY AND ARE ONLY 1 OF 60 U.S. HOSPITALS SINCE 2007 TO RECEIVE THIS DISTINCTION.-MERITER HAS BEEN RECOGNIZED AS A WISCONSIN HOSPITAL ASSOCIATION CHECKPOINT TOP PERFORMER! CHECKPOINT IS A VOLUNTARY HOSPITAL QUALITY REPORTING PROGRAM THAT ENCOMPASSES OVER 45 QUALITY AND SAFETY MEASURES PUBLICLY AVAILABLE FOR PROVIDERS, EMPLOYERS, AND CONSUMERS. ALL ACUTE CARE AND CRITICAL ACCESS HOSPITALS IN THE STATE REPORT ON MEASURES RELEVANT TO THEIR PATIENT POPULATIONS. MERITER IS IN THE TOP 10% CHECKPOINT TOP PERFORMER STATUS FOR THE MORTALITY-CONDITIONS AND MORTALITY-PROCEDURES CATEGORY MEASURE.-MERITER RECEIVED 2024 HEALTHGRADES OUTSTANDING PATIENT EXPERIENCE AWARD, AMERICA'S 100 BEST HOSPITALS FOR PULMONARY CARE AWARD, AND CORONARY INTERVENTION EXCELLENCE AWARD.-BECKER'S HAS RECOGNIZED UNITYPOINT HEALTH MERITER AS A TOP RECOMMENDED HOSPITAL IN WISCONSIN. BECKER'S COMPILED A LIST OF HOSPITAL'S PATIENTS THAT ARE MOST LIKELY TO RECOMMEND IN EVERY STATE USING HOSPITAL CONSUMER ASSESSMENT OF HEALTHCARE PROVIDERS AND SYSTEMS DATA FROM CMS. THE RECOMMENDED HOSPITAL STAR RATING IS BASED ON PATIENTS' RESPONSES TO THE QUESTION, "WOULD YOU RECOMMEND THIS HOSPITAL TO YOUR FRIENDS AND FAMILY?" HOSPITALS MUST HAVE AT LEAST 100 COMPLETED HCAHPS SURVEYS IN A FOUR-QUARTER PERIOD TO BE ELIGIBLE FOR A STAR RATING.-UNITYPOINT HEALTH MERITER HAS BEEN NAMED BY U.S. NEWS & WORLD REPORT TO ITS 2024-2025 HIGH PERFORMING HOSPITALS LIST FOR TREATMENT OF CONGESTIVE HEART FAILURE, COPD, HEART ATTACK, KIDNEY FAILURE AND PNEUMONIA. THIS IS THE HIGHEST DISTINCTION A HOSPITAL CAN EARN FOR U.S. NEWS' BEST HOSPITALS PROCEDURES & CONDITIONS RATINGS.-UNITYPOINT HEALTH MERITER HAS BEEN RECOGNIZED BY U.S. NEWS AND WORLD REPORT AS ONE OF THE BEST HOSPITALS IN THE STMERITER CLINIC'S OFFERS AMBULATORY HEALTH CARE WITH A FOCUSON PROVIDING EDUCATIONAL, OUTREACH AND REFERRAL PROGRAMS THAT INCLUDE WELLNESS AND DISEASE PREVENTION. THIS OCCURS THROUGH ALL SPECIALTIES FOR INDIVIDUALS AND IN GROUP SETTINGS SUCH AS INDIVIDUAL HEALTH EDUCATION SESSIONS WITH A NURSE PRACTITIONER FOR WOMEN MANAGING THEIR HEART DISEASE, OFFERING GROUP SESSIONS ON THE LATEST ADVANCEMENTS FOR TREATMENTS OF OSTEOARTHRITIS, AND EDUCATIONAL PROGRAMS FOR PREGNANT PARENTS ATTENDING CHILDBIRTH EDUCATION PROGRAMS. MERITER CLINIC'S PROVIDERS ALSO OFFER VARIOUS EDUCATIONAL TALKS AND SCREENING OPPORTUNITIES AS PART OF COMMUNITY PROGRAMS/EVENTS EACH YEAR. MERITER'S ADULT PRIMARY CARE CLINICS INCLUDE DIABETES MANAGEMENT SERVICES THROUGH A TEAM CONSISTING OF ENDOCRINOLOGISTS, PROGRAM SERVICE ACCOMPLISHMENTS: CERTIFIED DIABETES EDUCATORS, DIETITIAN AND HEALTH PSYCHOLOGIST. HEALTH PSYCHOLOGY SERVICES ARE AVAILABLE TO PATIENTS WHO NEED EMOTIONAL SUPPORT AND GUIDANCE AS THEY WORK THROUGH PERSONAL HEALTH CHANGES. MERITER CHILD & ADOLESCENT PSYCHIATRY STAFF PROVIDE EDUCATIONAL SESSIONS FOR SCHOOL PERSONNEL. MERITER PRIMARILY SERVES PATIENTS FROM DANE COUNTY.	Desc
Total Program Service Expenses	$534,593,826	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	Yes (1)	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	0	LobbyingActivitiesInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	0	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Donor Rstr Or Quasi Endowments	0	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	0	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	Yes (1)	ReportOtherAssetsInd
Report Other Liabilities	Yes (1)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (1)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	0	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	Yes (1)	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	0	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	0	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	Yes (1)	OperateHospitalInd
Audited Financial Stmt Att	Yes (1)	AuditedFinancialStmtAttInd
Grants To Organizations	0	GrantsToOrganizationsInd
Grants To Individuals	Yes (1)	GrantsToIndividualsInd
Schedule J Required	Yes (1)	ScheduleJRequiredInd
Tax Exempt Bonds	0	TaxExemptBondsInd
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	0	PYExcessBenefitTransInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	0	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	0	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	0	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	0	DisregardedEntityInd
Related Entity	Yes (1)	RelatedEntityInd
Related Organization Ctrl Ent	Yes (1)	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	0	TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	124	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	4121	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	Yes (1)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (1)	Form990TFiledInd
Foreign Financial Account	0	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	0	QuidProQuoContributionsInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	0	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	13	GoverningBodyVotingMembersCnt
Independent Voting Member	11	IndependentVotingMemberCnt
Family Or Business Rln	0	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	Yes (1)	MembersOrStockholdersInd
Election Of Board Members	Yes (1)	ElectionOfBoardMembersInd
Decisions Subject To Approva	Yes (1)	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (1)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (1)	CompensationProcessCEOInd
Compensation Process Other	Yes (1)	CompensationProcessOtherInd
Investment In Joint Venture	Yes (1)	InvestmentInJointVentureInd
Written Policy Or Procedure	Yes (1)	WrittenPolicyOrProcedureInd
States Where Copy Of Return Is Fld	WI	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RON SCHROEDER- AVP FINANCE	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	6084175832	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	202 SOUTH PARK STREET	AddressLine1Txt
City	MADISON	CityNm
State Abbreviation	WI	StateAbbreviationCd
ZIP	537151596	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (24 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Key EmployeeKeyEmployeeInd	Highest Compensated EmployeeHighestCompensatedEmployeeInd	Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
JAMES ARNETT
BOARD MEMBER & PRESIDENT /CEO	15.00	45.00	Yes (X)	Yes (X)	$0	$616,026	$91,886
JOHN ASHLEY
BOARD VICE CHAIR	1.00	1.00	Yes (X)	Yes (X)	$0	$0	$0
RUKMINI BANERJEE
BOARD MEMBER	1.00	1.00	Yes (X)		$0	$0	$0
ALISON CRAIG-SHASHKO MD
BOARD MEMBER	1.00	1.00	Yes (X)		$0	$0	$0
RONALD HENSHUE
BOARD MEMBER	1.00	1.00	Yes (X)		$0	$0	$0
BRADLEY MANNING MD
BOARD MEMBER (TO 8/24)	1.00	1.00	Yes (X)		$0	$0	$0
NEWRHEE KIM MD
BD MEM(TO 6/24)/BD CHAIR(FR 6/24)	3.00	3.00	Yes (X)	Yes (X)	$6,250	$6,250	$0
MARGARET NOREUIL RN PHD
BOARD MEMBER	1.00	1.00	Yes (X)		$0	$14,500	$0
PAT SETJI
BOARD MEMBER	1.00	1.00	Yes (X)		$0	$0	$0
DOUG STRUB
BOARD CHR(TO 6/24)/PAST CHR(FR 6/24)	3.00	3.00	Yes (X)	Yes (X)	$6,250	$6,250	$0
MARY THOMPSON MD
BOARD MEMBER	1.00	1.00	Yes (X)		$0	$0	$0
CHERYL WITTKE
BOARD MEMBER	1.00	1.00	Yes (X)		$0	$0	$0
JASON YELK DO TO 224
BOARD MEMBER	1.00	1.00	Yes (X)		$0	$347,047	$56,522
BETH ERDMAN
MARKET CFO/TREASURER	15.00	35.00		Yes (X)	$0	$506,881	$52,549
PAM WETZEL MD
MARKET CMO/ASST SECRETARY	5.00	45.00		Yes (X)	$0	$627,345	$38,015
SHERRY CASALI
MARKET CNO	15.00	35.00			$0	$448,831	$63,663	Yes (X)
SHANA WUEBBEN
MARKET VP HR/SECRETARY	35.00	15.00			$0	$325,041	$49,093	Yes (X)
CHRISTINA JACKSON
MARKET COO	15.00	35.00			$0	$368,620	$48,628	Yes (X)
KRISTINE HOLMES
DIR MED/SURG NURSE	40.00	0.00			$222,741	$0	$33,823		Yes (X)
MARLENE NAHAVANDI
REGISTERED NURSE	40.00	0.00			$194,861	$0	$32,428		Yes (X)
MICHAEL NYFFELER
PHARMACY CLINICAL MANAGER	40.00	0.00			$207,122	$0	$44,419		Yes (X)
ROBERTA SONNENTAG
REGISTERED NURSE	40.00	0.00			$196,456	$0	$32,051		Yes (X)
CARLA GRIFFIN
EXECUTIVE DIRECTOR JOA	40.00	0.00			$237,701	$0	$33,588		Yes (X)
SUE ERICKSON TO 622
FORMER CEO UPH-MERITER	0.00	0.00			$0	$390,202	$11,972			Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$1,071,381	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$3,656,993	TotReportableCompRltdOrgAmt
Total Other Compensation	$588,637	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	305	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	Yes (1)	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (1)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
UNIVERSITY OF WISCONSIN HOSPITAL AND CLI
750 HIGHLAND AVENUE	MADISON	WI	53792	INTERNS, RESIDENTS, MED-FLIGHT, AND TEAC	$18,706,096
AMN HEALTHCARE ALLIED INC
2735 COLLECTION CTR DR	CHICAGO	IL	60693	CONTRACTED REGISTERED NURSES	$14,115,459
JP CULLEN AND SONS INC
330 E DELAVAN DRIVE	JANESVILLE	WI	53546	CONSTRUCTION	$5,014,631
MADISON ANESTHESIOLOGY
202 PARK ST	MADISON	WI	53715	MEDICAL SERVICES	$4,870,824
UW SCHOOL OF MEDICINE & PUBLIC HEALTH
750 HIGHLAND AVENUE	MADISON	WI	53792	INTERNS AND TEACHING	$3,803,259

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	46	CntrctRcvdGreaterThan100KCnt
Related Organizations	$496,140	RelatedOrganizationsAmt
Government Grants	$1,872,694	GovernmentGrantsAmt
Total Contributions	$2,368,834	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt
NET PATIENT REVENUE	900099	$577,169,828	$577,169,828
JOINT OPERATING AGREEMENT	900099	$22,575,349	$22,575,349
PHARMACY	456110	$12,403,532	$12,403,532
SUBS & JOINT VENTURES	900099	$6,330,823	$6,330,823
OTHER HEALTHCARE SERVICES	900099	$6,228,505	$6,194,025	$34,480

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,228,623	TotalRevenueColumnAmt
Related Or Exempt Func Income	$1,228,623	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$625,936,660	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$7,947,783	TotalRevenueColumnAmt
Exclusion	$7,947,783	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$1,580,964	RealAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$1,120,851	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$460,113	RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$460,113	TotalRevenueColumnAmt
Unrelated Business Revenue	$8,784	UnrelatedBusinessRevenueAmt
Exclusion	$451,329	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$161,041,796	SecuritiesAmt
Other	$1,095,432	OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$158,316,327	SecuritiesAmt
Other	$1,846,719	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$2,725,469	SecuritiesAmt
Other	-$751,287	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,974,182	TotalRevenueColumnAmt
Exclusion	$1,974,182	ExclusionAmt

Field	Value	IRS element (for citing)
Gross Sales Of Inventory	$315,480	GrossSalesOfInventoryAmt
Cost Of Goods Sold	$208,288	CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$107,192	TotalRevenueColumnAmt
Related Or Exempt Func Income	$107,192	RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt
CAFETERIA/FOOD SVCS	722210	$2,253,446	$2,252,990	$456
CHILDCARE SERVICES	624410	$1,270,235	$303,412	$966,823
PARKING REIMBURSEMENT	812930	$939,926	$939,926

Field	Value	IRS element (for citing)
Other Revenue Total	$4,463,607	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$643,258,371	TotalRevenueColumnAmt
Related Or Exempt Func Income	$629,505,700	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$1,010,543	UnrelatedBusinessRevenueAmt
Exclusion	$10,373,294	ExclusionAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$38,500	TotalAmt
Program Services	$38,500	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$12,500	TotalAmt
Management And General	$12,500	ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$242,413,206	TotalAmt
Program Services	$236,237,666	ProgramServicesAmt
Management And General	$6,175,540	ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$8,748,456	TotalAmt
Program Services	$8,461,557	ProgramServicesAmt
Management And General	$286,899	ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$36,760,701	TotalAmt
Program Services	$35,828,797	ProgramServicesAmt
Management And General	$931,904	ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$15,857,017	TotalAmt
Program Services	$15,450,709	ProgramServicesAmt
Management And General	$406,308	ManagementAndGeneralAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$59,754,892	TotalAmt
Program Services	$2,257,917	ProgramServicesAmt
Management And General	$57,496,975	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$34,375,724	TotalAmt
Program Services	$32,183,965	ProgramServicesAmt
Management And General	$2,191,759	ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$3,124,852	TotalAmt
Program Services	$1,460,995	ProgramServicesAmt
Management And General	$1,663,857	ManagementAndGeneralAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$13,578,687	TotalAmt
Program Services	$11,757,690	ProgramServicesAmt
Management And General	$1,820,997	ManagementAndGeneralAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$118,487	TotalAmt
Program Services	$104,897	ProgramServicesAmt
Management And General	$13,590	ManagementAndGeneralAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$7,004,457	TotalAmt
Management And General	$7,004,457	ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$22,448,369	TotalAmt
Program Services	$21,608,632	ProgramServicesAmt
Management And General	$839,737	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$2,013,207	TotalAmt
Program Services	$512,046	ProgramServicesAmt
Management And General	$1,501,161	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt
MEDICAL SUPPLIES	$136,339,198	$133,019,233	$3,319,965
MISCELLANEOUS EXPENSES	$20,617,117	$18,845,748	$1,771,369
STATE REVENUE ASSESSMEN	$10,235,001	$10,235,001	$0
EQUIPMENT RENTAL & MAIN	$6,615,928	$6,590,473	$25,455

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$620,056,299	TotalAmt
Program Services	$534,593,826	ProgramServicesAmt
Management And General	$85,462,473	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$44,274,037	BOYAmt
EOY	$22,989,836	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$12,228,815	BOYAmt
EOY	$12,033,081	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$65,084,810	BOYAmt
EOY	$55,926,893	EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
BOY	$5,242,667	BOYAmt
EOY	$21,128,755	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$7,145,374	BOYAmt
EOY	$6,865,116	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$805,305	BOYAmt
EOY	$788,231	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$503,492,128	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$222,599,138	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$280,570,949	BOYAmt
EOY	$280,892,990	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$509,275,533	BOYAmt
EOY	$552,445,765	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$66,962,583	BOYAmt
EOY	$74,274,053	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$991,590,073	BOYAmt
EOY	$1,027,344,720	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$90,868,878	BOYAmt
EOY	$88,952,206	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$52,078	BOYAmt
EOY	$31,597	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$134,461,792	BOYAmt
EOY	$126,383,050	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$225,382,748	BOYAmt
EOY	$215,366,853	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$757,956,627	BOYAmt
EOY	$801,046,847	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$8,250,698	BOYAmt
EOY	$10,931,020	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$766,207,325	BOYAmt
EOY	$811,977,867	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$991,590,073	BOYAmt
EOY	$1,027,344,720	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$23,202,072	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$18,728,504	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$3,839,966	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	Yes (1)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Consolidated Basis Fincl Stmt	Yes (X)	ConsolidatedBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (1)	AuditCommitteeInd
Federal Grant Audit Required	0	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Hospital	Yes (X)	HospitalInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule D IRS990ScheduleD

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$62,567,998	OtherCostOrOtherBasisAmt
Book Value	$62,567,998	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$274,409,588	OtherCostOrOtherBasisAmt
Depreciation	$120,851,893	DepreciationAmt
Book Value	$153,557,695	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$4,248,518	OtherCostOrOtherBasisAmt
Depreciation	$3,307,097	DepreciationAmt
Book Value	$941,421	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$133,429,641	OtherCostOrOtherBasisAmt
Depreciation	$93,192,124	DepreciationAmt
Book Value	$40,237,517	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$28,836,383	OtherCostOrOtherBasisAmt
Depreciation	$5,248,024	DepreciationAmt
Book Value	$23,588,359	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$280,892,990	TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (6 entries)

DescDesc	Book ValueBookValueAmt
OTHER LONG-TERM ASSETS	$309,386
INVESTMENT IN JOINT VENTURES	$30,975,931
DEFERRED COMP 457(B)	$586,367
OPERATING LEASE RIGHT OF USE ASSETS	$5,263,125
INTEREST IN NET ASSETS FOUNDATION	$13,915,343
DUE FROM AFFILIATES	$23,223,901

Field	Value	IRS element (for citing)
Total Book Value Other Assets	$74,274,053	TotalBookValueOtherAssetsAmt
Federal Income Tax Liability	$15,500	FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (7 entries)

DescDesc	AmtAmt
RETIREMENT LIABILITY	-$23,369,878
HEALTH & WELFARE INS RESERVES	$235,854
ASSET RETIREMENT OBLIGATION	$518,966
DUE TO AFFILIATES	$130,130,000
DEFERRED COMP 457(B)	$577,511
OPERATING LEASE-LESS CURRENT PORTION	$13,913,125
OTHER NON CURRENT LIABILITIES	$4,361,972

Field	Value	IRS element (for citing)
Total Liability	$126,383,050	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART X, LINE 2:	FormAndLineReferenceDesc
Explanation	UNITYPOINT HEALTH AND MOST OF ITS SUBSIDIARIES ARE CLASSIFIED AS TAX-EXEMPT ORGANIZATIONS AS DESCRIBED IN SECTIONS 501(C)(3) AND 501(C)(2) OF THE INTERNAL REVENUE CODE (THE CODE). TAX-EXEMPT ORGANIZATIONS ARE NOT SUBJECT TO FEDERAL AND STATE INCOME TAXES ON RELATED INCOME, PURSUANT TO SECTION 501(A) OF THE CODE. THESE ORGANIZATIONS ARE SUBJECT TO FEDERAL AND STATE INCOME TAXES TO THE EXTENT THEY HAVE UNRELATED BUSINESS INCOME AS DESCRIBED UNDER PROVISIONS OF SECTION 511 OF THE CODE. THE SYSTEM FILES FORM 990 FOR SUBSTANTIALLY ALL OF ITS OPERATING ENTITIES IN THE U.S. FEDERAL JURISDICTION AND IS NO LONGER SUBJECT TO EXAMINATION BY TAX AUTHORITIES FOR THE YEARS BEFORE 2021. THE SYSTEM HAS NO MATERIAL UNCERTAIN TAX POSITIONS. CERTAIN SUBSIDIARIES ARE SUBJECT TO FEDERAL AND STATE INCOME TAXES. SOME OF THESE CORPORATIONS HAVE ACCUMULATED NET OPERATING LOSS CARRYFORWARDS THAT ARE AVAILABLE TO OFFSET FUTURE TAXABLE INCOME, IF ANY, DURING THE CARRYFORWARD PERIOD. DEFERRED TAX ASSETS AND LIABILITIES RELATED TO THESE SUBSIDIARIES WERE NOT MATERIAL.	ExplanationTxt

Schedule H IRS990ScheduleH

Field	Value	IRS element (for citing)
Financial Assistance Policy	Yes (1)	FinancialAssistancePolicyInd
Written Policy	Yes (1)	WrittenPolicyInd
FPG Reference Free Care	Yes (1)	FPGReferenceFreeCareInd

Free Care Oth Percentage FreeCareOthPercentageGrp

Field	Value	IRS element (for citing)
Other	Yes (X)	OtherInd
Free Care Other	300.000000000000	FreeCareOtherPct

Field	Value	IRS element (for citing)
FPG Reference Discounted Care	Yes (1)	FPGReferenceDiscountedCareInd

Discounted Care Oth Percentage DiscountedCareOthPercentageGrp

Field	Value	IRS element (for citing)
Other	Yes (X)	OtherInd
Discounted Care Other	600.000000000000	DiscountedCareOtherPct

Field	Value	IRS element (for citing)
Free Care Medically Indigent	Yes (1)	FreeCareMedicallyIndigentInd
Financial Assistance Budget	Yes (1)	FinancialAssistanceBudgetInd
Expenses Exceed Budget	0	ExpensesExceedBudgetInd
Annual Community Bnft Report	Yes (1)	AnnualCommunityBnftReportInd
Report Publically Available	Yes (1)	ReportPublicallyAvailableInd

Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$3,232,654	TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns	$3,232,654	NetCommunityBenefitExpnsAmt
Total Expense	0.00520	TotalExpensePct

Unreimbursed Medicaid UnreimbursedMedicaidGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$27,954,118	TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns	$27,954,118	NetCommunityBenefitExpnsAmt
Total Expense	0.04510	TotalExpensePct

Total Financial Assistance Typ TotalFinancialAssistanceTyp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$31,186,772	TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns	$31,186,772	NetCommunityBenefitExpnsAmt
Total Expense	0.05030	TotalExpensePct

Community Health Services CommunityHealthServicesGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$1,010,033	TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns	$1,010,033	NetCommunityBenefitExpnsAmt
Total Expense	0.00160	TotalExpensePct

Health Professions Education HealthProfessionsEducationGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$11,108,788	TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns	$11,108,788	NetCommunityBenefitExpnsAmt
Total Expense	0.01790	TotalExpensePct

Subsidized Health Services SubsidizedHealthServicesGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$2,712,840	TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns	$2,712,840	NetCommunityBenefitExpnsAmt
Total Expense	0.00440	TotalExpensePct

Cash And In Kind Contributions CashAndInKindContributionsGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$1,230,437	TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns	$1,230,437	NetCommunityBenefitExpnsAmt
Total Expense	0.00200	TotalExpensePct

Total Other Benefits TotalOtherBenefitsGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$16,062,098	TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns	$16,062,098	NetCommunityBenefitExpnsAmt
Total Expense	0.02590	TotalExpensePct

Total Community Benefits TotalCommunityBenefitsGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$47,248,870	TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns	$47,248,870	NetCommunityBenefitExpnsAmt
Total Expense	0.07620	TotalExpensePct

Community Support CommunitySupportGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$280,211	TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns	$280,211	NetCommunityBenefitExpnsAmt
Total Expense	0.00050	TotalExpensePct

Total Communtity Building Acty TotalCommuntityBuildingActyGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$280,211	TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns	$280,211	NetCommunityBenefitExpnsAmt
Total Expense	0.00050	TotalExpensePct

Field	Value	IRS element (for citing)
Bad Debt Expense Reported	0	BadDebtExpenseReportedInd
Bad Debt Expense	$4,577,637	BadDebtExpenseAmt
Bad Debt Expense Attributable	$0	BadDebtExpenseAttributableAmt
Reimbursed By Medicare	$90,480,956	ReimbursedByMedicareAmt
Cost Of Care Reimbursed By Medcr	$114,060,150	CostOfCareReimbursedByMedcrAmt
Medicare Surplus Or Shortfall	-$23,579,194	MedicareSurplusOrShortfallAmt

Costing Methodology Used CostingMethodologyUsedGrp

Field	Value	IRS element (for citing)
Cost To Charge Ratio	Yes (X)	CostToChargeRatioInd

Field	Value	IRS element (for citing)
Written Debt Collection Policy	Yes (1)	WrittenDebtCollectionPolicyInd
Financial Assistance Prvsn	Yes (1)	FinancialAssistancePrvsnInd
Hospital Facilities	1	HospitalFacilitiesCnt

Hospital Facilities HospitalFacilitiesGrp

Field	Value	IRS element (for citing)
Facility	1	FacilityNum

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	MERITER HOSPITAL INC	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	202 SOUTH PARK STREET	AddressLine1Txt
City	MADISON	CityNm
State Abbreviation	WI	StateAbbreviationCd
ZIP	53715	ZIPCd

Field	Value	IRS element (for citing)
Website Address	WWW.UNITYPOINT.ORG/MADISON	WebsiteAddressTxt
State License	316	StateLicenseNum
Licensed Hospital	Yes (X)	LicensedHospitalInd
General Medical And Surgical	Yes (X)	GeneralMedicalAndSurgicalInd
Teaching Hospital	Yes (X)	TeachingHospitalInd
Research Facility	Yes (X)	ResearchFacilityInd
Emergency Room24 Hrs	Yes (X)	EmergencyRoom24HrsInd

Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp

Hospital Facility Name HospitalFacilityName

Field	Value	IRS element (for citing)
Business Name Line1	MERITER HOSPITAL INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Facility	1	FacilityNum
First Licensed CY Or PY	0	FirstLicensedCYOrPYInd
Tax Exempt Hospital CY Or PY	0	TaxExemptHospitalCYOrPYInd
CHNA Conducted	Yes (1)	CHNAConductedInd
Community Definition	Yes (X)	CommunityDefinitionInd
Community Demographics	Yes (X)	CommunityDemographicsInd
Existing Resources	Yes (X)	ExistingResourcesInd
How Data Obtained	Yes (X)	HowDataObtainedInd
Community Health Needs	Yes (X)	CommunityHealthNeedsInd
Other Health Issues	Yes (X)	OtherHealthIssuesInd
Community Hlth Needs Id Process	Yes (X)	CommunityHlthNeedsIdProcessInd
Consulting Process	Yes (X)	ConsultingProcessInd
Prior CHNA Impact	Yes (X)	PriorCHNAImpactInd
CHNA Conducted	24	CHNAConductedYr
Take Into Account Others Input	Yes (1)	TakeIntoAccountOthersInputInd
CHNA Conducted With Other Fclts	Yes (1)	CHNAConductedWithOtherFcltsInd
CHNA Conducted With Non Fclts	Yes (1)	CHNAConductedWithNonFcltsInd
CHNA Report Widely Available	Yes (1)	CHNAReportWidelyAvailableInd
Rpt Available On Own Website	Yes (X)	RptAvailableOnOwnWebsiteInd
Own Website URL	SEE PART V, PAGE 8	OwnWebsiteURLTxt
Paper Copy Public Inspection	Yes (X)	PaperCopyPublicInspectionInd
Rpt Available Thru Other Method	Yes (X)	RptAvailableThruOtherMethodInd
Implementation Strategy Adopt	Yes (1)	ImplementationStrategyAdoptInd
Implementation Strategy Adpt	24	ImplementationStrategyAdptYr
Strategy Posted Website	Yes (1)	StrategyPostedWebsiteInd
Strategy Website URL	SEE PART V, PAGE 8	StrategyWebsiteURLTxt
Organization Incur Excise Tax	0	OrganizationIncurExciseTaxInd
Elig Criteria Explained	Yes (1)	EligCriteriaExplainedInd
FPG Family Incm Lmt Free Dscnt	Yes (X)	FPGFamilyIncmLmtFreeDscntInd
FPG Family Incm Lmt Free Care	300.000000000000	FPGFamilyIncmLmtFreeCarePct
FPG Family Incm Lmt Dscnt Care	600.000000000000	FPGFamilyIncmLmtDscntCarePct
Asset Level Criteria	Yes (X)	AssetLevelCriteriaInd
Medical Indigency Criteria	Yes (X)	MedicalIndigencyCriteriaInd
Insurance Status Criteria	Yes (X)	InsuranceStatusCriteriaInd
Underinsurance Stat Criteria	Yes (X)	UnderinsuranceStatCriteriaInd
Residency Criteria	Yes (X)	ResidencyCriteriaInd
Other Criteria	Yes (X)	OtherCriteriaInd
Explained Basis	Yes (1)	ExplainedBasisInd
App Financial Asst Expln	Yes (1)	AppFinancialAsstExplnInd
Described Info	Yes (X)	DescribedInfoInd
Described Suprt Doc	Yes (X)	DescribedSuprtDocInd
Provided Hospital Contact	Yes (X)	ProvidedHospitalContactInd
Provided Nonprofit Contact	Yes (X)	ProvidedNonprofitContactInd
Includes Publicity Measures	Yes (1)	IncludesPublicityMeasuresInd
FAP Available On Website	Yes (X)	FAPAvailableOnWebsiteInd
FAP Available On Website URL	SEE PART V, PAGE 8	FAPAvailableOnWebsiteURLTxt
FAP App Available On Website	Yes (X)	FAPAppAvailableOnWebsiteInd
FAP App Available On Website URL	SEE PART V, PAGE 8	FAPAppAvailableOnWebsiteURLTxt
FAP Summary On Website	Yes (X)	FAPSummaryOnWebsiteInd
FAP Summary On Website URL	SEE PART V, PAGE 8	FAPSummaryOnWebsiteURLTxt
FAP Avlbl On Request No Charge	Yes (X)	FAPAvlblOnRequestNoChargeInd
FAP App Avlbl On Request No Chrg	Yes (X)	FAPAppAvlblOnRequestNoChrgInd
FAP Sum Avlbl On Request No Chrg	Yes (X)	FAPSumAvlblOnRequestNoChrgInd
Notified FAP Copy Bill Display	Yes (X)	NotifiedFAPCopyBillDisplayInd
Communtity Notified FAP	Yes (X)	CommuntityNotifiedFAPInd
FAP Translated	Yes (X)	FAPTranslatedInd
FAP Actions On Nonpayment	Yes (1)	FAPActionsOnNonpaymentInd
Permit No Actions	Yes (X)	PermitNoActionsInd
Collection Activities	0	CollectionActivitiesInd
Provided Written Notice	Yes (X)	ProvidedWrittenNoticeInd
Made Effort Orally Notify	Yes (X)	MadeEffortOrallyNotifyInd
Processed FAP Application	Yes (X)	ProcessedFAPApplicationInd
Made Presumptive Elig Determ	Yes (X)	MadePresumptiveEligDetermInd
Nondis Emergency Care Policy	Yes (1)	NondisEmergencyCarePolicyInd
Look Back Medicare Private	Yes (X)	LookBackMedicarePrivateInd
Amounts Generally Billed	0	AmountsGenerallyBilledInd
Gross Charges	0	GrossChargesInd

Supplemental Information SupplementalInformationGrp (10 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
MERITER HOSPITAL, INC.	PART V, SECTION B, LINE 5: HEALTHY DANE IS A COMMUNITY COLLABORATIVE COMPRISED OF 4 DANE COUNTY HOSPITALS (UNITYPOINT HEALTH MERITER, SSM HEALTH ST. MARY'S HOSPITAL MADISON, STOUGHTON HEALTH, AND UW HEALTH), GROUP HEALTH COOPERATIVE SOUTH CENTRAL WISCONSIN AND PUBLIC HEALTH MADISON AND DANE COUNTY. THE GROUP CAME TOGETHER TO ASSESS COMMUNITY HEALTH NEEDS. THE MEMBERS OF HEALTHY DANE HAVE A LONG HISTORY OF COLLABORATION PARTICULARLY AROUND ISSUES AFFECTING ACCESS TO HEALTHCARE. THE DEVELOPMENT OF HEALTHY DANE IS ANOTHER EXAMPLE OF HOW AREA HOSPITALS AND THE LOCAL HEALTH DEPARTMENT WORK TOGETHER TO IMPROVE THE HEALTH OF ALL DANE COUNTY RESIDENTS. THE GROUP RECOGNIZES THAT HEALTH ISSUES THAT ARE IDENTIFIED IN THIS ASSESSMENT MAY BE LARGER AND MORE COMPLEX THAN ONE ORGANIZATION CAN ADDRESS. THEY ARE COMMITTED TO WORKING TOGETHER, ALONG WITH OTHER DANE COUNTY PARTNERS AND RESIDENTS, TO UNDERSTAND AND ADDRESS THE NEEDS OF THE COMMUNITY IN COORDINATED AND EFFECTIVE WAYS. THIS COMMUNITY HEALTH ASSESSMENT INCLUDED SIGNIFICANT INPUT FROM THE COMMUNITY AND A DETAILED EXAMINATION OF PUBLIC HEALTH DATA. PRIMARY DATA CAME DIRECTLY FROM THE INDIVIDUAL AND LEADERS WHO FORM THE BACKBONE OF THE COMMUNITY. INPUT WAS GATHERED FROM A COMBINATION OF "GRASSROOTS" (THOSE WORKING DIRECTLY WITH COMMUNITY MEMBERS) AND "GRASSTOPS" (THOSE LEADING COMMUNITY ORGANIZATIONS OR INITIATIVES) PARTNERS AND COLLECTED THROUGH A CLINICAL SURVEY, YOUTH-LED FOCUS GROUPS, COMMUNITY CONVERSATIONS AND FOCUS GROUPS AND PROVIDER/CLINICAL STAFF FOCUS GROUPS. SECONDARY DATA WAS EXAMINED TO FURTHER EXPLORE AND UNDERSTAND HEALTH NEEDS AND IMPEDIMENTS TO GOOD HEALTH. MOST DATA CAME FROM HEALTHYDANE.ORG WHICH UTILIZES DATA FROM THE NATIONAL CANCER INSTITUTE, THE ENVIRONMENTAL PROTECTION AGENCY, U.S. CENSUS BUREAU, THE U.S. DEPARTMENT OF EDUCATION, AS WELL AS OTHER IMPORTANT SOURCES.
MERITER HOSPITAL, INC.	PART V, SECTION B, LINE 6A: SSM/ST. MARY'S, STOUGHTON HOSPITAL AND UW HEALTH
MERITER HOSPITAL, INC.	PART V, SECTION B, LINE 6B: GROUP HEALTH COOPERATIVE - SOUTH CENTRAL ILLINOIS, PUBLIC HEALTH MADISON & DANE COUNTY.
MERITER HOSPITAL, INC.	PART V, SECTION B, LINE 11: THE PREVIOUS DANE COUNTY COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) WAS CARRIED OUT FROM 2022 TO 2024. A KEY PART OF THIS PROCESS IS REVIEWING THE PROGRESS MADE ON THE TOP HEALTH ISSUES IDENTIFIED IN THE EARLIER CHNA AND COMMUNITY HEALTH IMPLEMENTATION STRATEGY (CHIS). BY LOOKING AT THE STEPS TAKEN TO ADDRESS THESE HEALTH ISSUES AND THEIR IMPACT, WE CAN FOCUS OUR RESOURCES BETTER FOR THE NEXT ASSESSMENT. PRIORITY AREA: REPRODUCTIVE JUSTICE:-LACTATION SUPPORT: INCREASED LACTATION SUPPORT/STAFFING (CURRENTLY 15 LACTATION CONSULTANTS) AND EDUCATION TO ALL BIRTHING INDIVIDUALS IN THE HOSPITAL. BEGAN OFFERING DONOR MILK AT THE HOSPITAL.-SOCIAL DRIVERS OF HEALTH SCREENING: BEGAN ACTIVELY SCREENING PATIENTS FOR SDOH NEEDS AND USING THE CONNECT RX REFERRAL SYSTEM TO LINK INDIVIDUALS IN THE PERINATAL CLINIC TO COMMUNITY RESOURCES AND COMMUNITY HEALTH WORKERS.-BIRTHING SUPPORT: EXPANDED DOULA SERVICES TO ALLOW DOULAS HOSPITAL/OR ACCESS AS PART OF THE CARE/TREATMENT TEAM.PRIORITIZED COMMUNITY GIVING DOLLARS TO NON-PROFITS THAT SUPPORT AND WORK ON BEHALF OF THE PRIORITIESPRIORITY AREA: CHRONIC CONDITIONS:-INCREASED "WARM" APPOINTMENT REMINDERS: IMPLEMENTED A 3-TOUCHPOINT SYSTEM TO REMIND AT-RISK PATIENTS OF THEIR APPOINTMENTS AND ANSWER QUESTIONS THEY MAY HAVE IN ADVANCE OF BEING SEEN.-FOOD INSECURITY: PARTNERED WITH SECOND HARVEST FOOD PANTRY TO INCREASE ACCESS TO FOOD FOR FAMILIES.-IMMUNIZATIONS: PARTNERED WITH MOUNT ZION BAPTIST CHURCH TO PROVIDE FLU/COVID-19 IMMUNIZATIONS.PRIORITIZED COMMUNITY GIVING DOLLARS TO NON-PROFITS THAT SUPPORT AND WORK ON BEHALF OF THE PRIORITIESPRIORITY AREA: BEHAVIOR HEALTH:-SUICIDE PREVENTION TRAINING: INCREASED THE NUMBER OF PHYSICIANS THAT ARE TRAINED IN QUESTION, PERSUADE AND REFER (QPR).-SUICIDE PREVENTION PROGRAM: UPDATED HOSPITAL ZERO SUICIDES INITIATIVE CHARTER IN 2024 TO BE MORE INCLUSIVE OF INTEGRATION OF SUICIDE PREVENTION ON NON-BEHAVIORAL HEALTH UNITS.-ADULT BEHAVIORAL HEALTH ACCESS: INTEGRATED BEHAVIORAL HEALTH INTO PRIMARY CARE CLINICS.-CHILD AND ADOLESCENT ACCESS: INCREASED INPATIENT ACCESS AT CHILD AND ADOLESCENT PSYCHIATRY AND ARE EXPANDING INTENSIVE OUTPATIENT SERVICE (IOS) OPTIONS.-RECOVERY COACHES: INCREASED THE NUMBER OF REFERRALS TO RECOVERY COACHES THROUGH LEARNINGS FROM A PILOT PROGRAM, AS WELL AS BY PROVIDING ADDITIONAL EDUCATION AND RESOURCES TO EMERGENCY DEPARTMENT AND HOSPITAL STAFF (HOSPITAL INPATIENT, ED2RECOVERY AND PREGNANCY2RECOVERY).*PRIORITIZED COMMUNITY GIVING DOLLARS TO NON-PROFITS THAT SUPPORT AND WORK ON BEHALF OF THE PRIORITIES
MERITER HOSPITAL, INC.	PART V, SECTION B, LINE 13H: THE COMPANY MAY RELY ON EXTERNAL SOURCES/AND OR OTHER PROGRAM ENROLLMENT RESOURCES TO DETERMINE FINANCIAL ASSISTANCE ELIGIBILITY FOR PATIENT IF: PARTICIPATES IN VARIOUS STATE OR LOCAL ASSISTANCE PROGRAMS; DECEASED WITHOUT ESTATE; FILED BANKRUPTCY; HOMELESS; CREDIT, MEDICAL RECOVERY OR PROPENSITY TO PAY SCORES; AND THIRD PARTY COLLECTION AGENCIES STATEMENTS REGARDING A PATIENT'S LIKELY INCOME LEVEL.
PART V, LINE 7A, CHNA REPORT:	THE CHNA REPORT WAS WIDELY AVAILABLE ON A WEBSITE (LIST URL):WWW.UNITYPOINT.ORG/ABOUT-UNITYPOINT-HEALTH/COMMUNITY-BENEFITS/COMMUNITY-HEALTH-NEEDS-ASSESSMENTS
PART V, LINE 10A, IMPLEMENTATION STRATEGY:	THE MOST RECENTLY ADOPTED IMPLEMENTATION STRATEGY WAS WIDELY AVAILABLE ON A WEBSITE (LIST URL):WWW.UNITYPOINT.ORG/ABOUT-UNITYPOINT-HEALTH/COMMUNITY-BENEFITS/COMMUNITY-HEALTH-NEEDS-ASSESSMENTS
PART V, LINE 16A, FAP WEBSITE:	THE FAP WAS WIDELY AVAILABLE ON A WEBSITE (LIST URL): WWW.UNITYPOINT.ORG/PATIENTS-AND-VISITORS/BILLING-AND-FINANCIAL-INFORMATION/FINANCIAL-ASSISTANCE
PART V, LINE 16B, FAP WEBSITE:	THE FAP APPLICATION FORM WAS WIDELY AVAILABLE ON A WEBSITE (LIST URL):WWW.UNITYPOINT.ORG/PATIENTS-AND-VISITORS/BILLING-AND-FINANCIAL-INFORMATION/FINANCIAL-ASSISTANCE
PART V, LINE 16C, FAP WEBSITE:	A PLAIN LANGUAGE SUMMARY OF THE FAP WAS WIDELY AVAILABLE ON A WEBSITE (LIST URL):WWW.UNITYPOINT.ORG/PATIENTS-AND-VISITORS/BILLING-AND-FINANCIAL-INFORMATION/FINANCIAL-ASSISTANCE

Field	Value	IRS element (for citing)
Facility	4	FacilityNum

Oth Hlth Care Fclts Not Hospital OthHlthCareFcltsNotHospitalGrp

Oth Hlth Care Fclts OthHlthCareFcltsGrp (4 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	FacilityFacilityTxt
1 - CHILD & ADOLESCENT PSYCHIATRY
8001 RAYMOND ROAD	MADISON	WI	53719	INPATIENT PSYCHIATRY SERVICES
2 - MERITER NEWSTART
1015 GAMMON LANE	MADISON	WI	53719	SUBSTANCE ABUSE TREATMENT PROGRAM
3 - MERITER WELLNESS CENTER
501 W BELTLINE HWY SUITE 207	MADISON	WI	53713	CARDIOVASCULAR & PULMONARY REHAB & NUTRITION
4 - CENTER FOR PERINATAL CARE
202 S PARK ST	MADISON	WI	53715	PREGNANCY CARE

Supplemental Information Detail SupplementalInformationDetail (12 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART I, LINE 6A:	THE HOSPITAL'S COMMUNITY BENEFIT REPORT IS CONTAINED WITHIN THE IOWA HEALTH SYSTEM'S COMMUNITY BENEFIT REPORT (DBA AS UNITYPOINT HEALTH) LOCATED AT WWW.UNITYPOINT.ORG.
PART I, LINE 7:	A COST-TO-CHARGE RATIO (FROM WORKSHEET 2) IS USED TO CALCULATE THE AMOUNTS ON LINE 7A. THE AMOUNTS ON LINES 7B-7C (UNREIMBURSED MEDICAID AND OTHER MEANS-TESTED GOVERNMENT PROGRAMS) ARE OBTAINED FROM A COST ACCOUNTING SYSTEM OF APPLICABLE PATIENT SEGMENTS. SEGMENTS NOT PASSED TO COST ACCOUNTING SYSTEM USE SEGMENT SPECIFIC COST-TO-CHARGE RATIO. THE AMOUNTS FOR LINES 7E, F, H, AND I WOULD COME FROM THE BOOKS AND RECORDS OF SPECIFIC SEGMENTS OF THE ORGANIZATION AND ARE BASED ON COST. THE AMOUNTS ON 7G ARE DERIVED FROM A COST ACCOUNTING SYSTEM OF APPLICABLE PATIENT SEGMENTS. SEGMENTS NOT PASSED TO A COST ACCOUNTING SYSTEM USE THE COST-TO-CHARGE RATIO.
PART II, COMMUNITY BUILDING ACTIVITIES:	MUCH OF THE COMMUNITY BUILDING ACTIVITY IS DONE IN COLLABORATION WITH OUR HEALTHCARE PARTNERS, UW HEALTH, SSM AND QUARTZ. UPH MERITER, MEMBERS OF SSM HEALTH AND UW HEALTH MEET ANNUALLY WITH FOLKS THAT WE PROVIDE SUPPORTS TO HEAR FROM THEM AS TO HOW THE FUNDING WAS BEING USED AND TO HEAR IF THERE ARE ANY GAPS IN SERVICES. THE COLLABORATIVE PARTNERS THEN TRY TO PROBLEM SOLVE THE GAPS THAT MAY EXIST IN SERVICES. THE COLLABORATIVE PARTNERS ALSO COLLABORATE ON WHETHER OR NOT WE WILL GIVE BASED ON OUR CHNA PRIORITIES AND BASED ON THE POPULATION BEING SERVED. THE GROUP NOT ONLY COLLABORATE ON WHETHER WE SHOULD GIVE OR NOT, BUT HOW MUCH WE GIVE TO THOSE ORGANIZATIONS THAT ARE IN NEED. THE GROUPS TRIES TO ENSURE THAT WHAT WE GIVE WILL HAVE A MAXIMUM IMPACT. IN ADDITION, THE COMMUNITY ENGAGEMENT MANAGER ALSO SOLICITS INPUT FROM STAFF ON WHAT THEY SEE ARE THE GAPS TO SERVICE PARTICULARLY WITH REGARDS TO TREATMENT. FOR EXAMPLE, STAFF REPORTED TRANSPORTATION WAS A BARRIER FOR MANY PATIENTS. THE STAFF THEN PROVIDED INFORMATION ON AN ORGANIZATION THAT TRANSPORTED MOST OF UPH MERITER'S PATIENTS. UPH DID INCREASE THE AMOUNT OF FUNDING PROVIDED TO THIS TRANSPORTATION COMPANY TO HELP BUILD THEIR CAPACITY SO THAT THEY COULD BETTER SERVE OUR PATIENT POPULATION.
PART III, LINE 4:	THE HEALTH SYSTEM PROVIDES AN ALLOWANCE FOR DOUBTFUL ACCOUNTS BASED UPON A REVIEW OF OUTSTANDING RECEIVABLES, HISTORICAL COLLECTION INFORMATION AND EXISTING ECONOMIC CONDITIONS. AS A SERVICE TO THE PATIENT, THE HEALTH SYSTEM BILLS THIRD-PARTY PAYERS DIRECTLY AND BILLS THE PATIENT WHEN THE PATIENT'S LIABILITY IS DETERMINED. PATIENT ACCOUNTS RECEIVABLE ARE DUE IN FULL WHEN BILLED. ACCOUNTS ARE CONSIDERED DELINQUENT AND SUBSEQUENTLY WRITTEN OFF AS BAD DEBTS BASED ON INDIVIDUAL CREDIT EVALUATION AND SPECIFIC CIRCUMSTANCES OF THE ACCOUNT.THE AMOUNT REPORTED ON LINE 2 WAS CALCULATED USING IRS WORKSHEET 2 'RATIO OF PATIENT CARE COST TO CHARGES' TO CALCULATE THE COST TO CHARGE RATIO FOR ST. LUKE'S HOSPITAL. THIS RATIO WAS THEN APPLIED AGAINST THE BAD DEBT ATTRIBUTABLE TO PATIENT ACCOUNTS USING IRS WORKSHEET A TO ARRIVE AT THE BAD DEBT EXPENSE AT COST REPORTED ON LINE 2.
PART III, LINE 8:	AMOUNTS ON LINE 6 WERE CALCULATED USING IRS WORKSHEET B 'TOTAL MEDICARE ALLOWABLE COSTS.' THE MEDICARE ALLOWABLE COSTS WERE OBTAINED FROM THE MEDICARE COST REPORTS AND THEN REDUCED BY ANY AMOUNTS ALREADY CAPTURED IN COMMUNITY BENEFIT EXPENSE IN PART I ABOVE.THE METHODOLOGY DESCRIBED IN THE INSTRUCTIONS TO SCHEDULE H, PART III, SECTION B, LINE 6 DOES NOT TAKE INTO ACCOUNT ALL COSTS INCURRED BY THE HOSPITAL AND DOES NOT REPRESENT THE TOTAL COMMUNITY BENEFIT CONFERRED IN THIS AREA. THE MEDICARE SHORTFALL REFLECTED ON SCHEDULE H, PART III, SECTION B WAS DETERMINED USING INFORMATION FROM THE ORGANIZATION'S MEDICARE COST REPORT. HOWEVER THE MEDICARE COST REPORT DISALLOWS CERTAIN ITEMS THAT WE BELIEVE ARE LEGITIMATE EXPENSES INCURRED IN THE PROCESS OF CARING FOR OUR MEDICARE PATIENTS. EXAMPLES OF THESE ITEMS INCLUDE PROVIDER BASED PHYSICIAN EXPENSE, SELF INSURANCE EXPENSE, HOME OFFICE EXPENSE AND THE SHORTFALL FROM FEE SCHEDULE PAYMENTS. IN ADDITION TO THESE ITEMS THE MEDICARE COST REPORT AND THE COST ACCOUNTING SYSTEM DO NOT INCLUDE MEDICARE PHYSICIAN FEE SCHEDULE EXPENSE AND OFFSETTING REVENUE.THE HOSPITAL BELIEVES THE ENTIRE AMOUNT OF THE MEDICARE SHORTFALL SHOULD BE TREATED AS COMMUNITY BENEFIT, MORE SPECIFICALLY, AS CHARITY CARE. THE ELDERLY CONSTITUTE A CLEARLY-RECOGNIZED CHARITABLE CLASS, AND MANY MEDICARE BENEFICIARIES, LIKE THEIR MEDICAID COUNTERPARTS, ARE POOR AND THUS WOULD HAVE QUALIFIED FOR THE HOSPITAL'S CHARITY CARE PROGRAM, MEDICAID OR OTHER NEEDS-BASED GOVERNMENT PROGRAMS ABSENT THE MEDICARE PROGRAM. BY ACCEPTING PAYMENT BELOW COST TO TREAT THESE INDIVIDUALS, THE BURDENS OF GOVERNMENT ARE RELIEVED WITH RESPECT TO THESE INDIVIDUALS. ADDITIONALLY, THERE IS A SIGNIFICANT POSSIBILITY THAT CONTINUED REDUCTION IN REIMBURSEMENT MAY ACTUALLY CREATE DIFFICULTIES IN ACCESS FOR THESE INDIVIDUALS. FINALLY, THE AMOUNT SPENT TO COVER THE MEDICARE SHORTFALL IS MONEY NOT AVAILABLE TO COVER CHARITY CARE AND OTHER COMMUNITY BENEFIT NEEDS.
PART III, LINE 9B:	AFTER THE PATIENT MEETS THE QUALIFICATIONS FOR FINANCIAL ASSISTANCE, THE ACCOUNT BALANCE IS PARTIALLY OR ENTIRELY WRITTEN OFF, AS APPROPRIATE. ANY REMAINING BALANCE, IF ANY, WOULD BE COLLECTED UNDER THE NORMAL DEBT COLLECTION POLICY.
PART VI, LINE 2:	UPH MERITER PARTNERED WITH MOUNT ZION THE LARGEST BLACK CHURCH IN DANE COUNTY TO PROVIDE COVID VACCINATIONS AND FLU VACCINATIONS TO MEMBERS OF THE COMMUNITY. IN ADDITION TO THAT, WE PROVIDED A SURVEY TO COLLECT INFORMATION DURING THESE CLINICS TO GET INPUT AND FEEDBACK FROM FOLKS IN THE COMMUNITY ABOUT WHAT THEY ARE SEEING AS THE NEEDS. DURING THIS TIME, 88% OF PARTICIPANTS COMPLETED THE SURVEY. THE SURVEY WAS OUTSIDE OF THE CHNA WHICH PROVIDED INFORMATION ON ANY BARRIERS TO TREATMENT AND TO GAIN INSIGHT INTO WHAT WAS WORKING WELL FOR INDIVIDUALS SEEKING TREATMENT IN A VARIETY OF AREAS.
PART VI, LINE 3:	THE HOSPITAL COMMUNICATES THE AVAILABILITY OF FINANCIAL ASSISTANCE TO ALL PATIENTS AND WITHIN THE COMMUNITY. COPIES OF THE FINANCIAL ASSISTANCE POLICY, FINANCIAL ASSISTANCE APPLICATION AND PLAIN LANGUAGE SUMMARY ARE AVAILABLE BY MAIL, ON EACH HOSPITAL'S WEBSITE, AND IN PERSON AT EACH HOSPITAL. THE CENTRAL BILLING OFFICE IS AVAILABLE BY PHONE TO ANSWER QUESTIONS ABOUT THE POLICY, OR PATIENTS SHOULD GO TO THE CASHIER'S OFFICE AT THE HOSPITAL TO OBTAIN THIS INFORMATION. THE PLAIN LANGUAGE SUMMARY IS OFFERED AS PART OF THE PATIENT INTAKE AND/OR DISCHARGE PROCESS AND INCLUDED WHEN A PATIENT IS SENT WRITTEN NOTICE THAT EXTRAORDINARY COLLECTION ACTIONS MAY BE TAKEN AGAINST HIM/HER. THE FINANCIAL ASSISTANCE POLICY, THE PLAIN LANGUAGE SUMMARY, AND ALL FINANCIAL ASSISTANCE FORMS ARE AVAILABLE IN ENGLISH AND IN ANY OTHER LANGUAGE IN WHICH LIMITED ENGLISH PROFICIENCY (LEP) POPULATIONS CONSTITUTE THE LESSER OF 1,000 PERSONS OR MORE THAN 5% OF THE COMMUNITY SERVED BY THE HOSPITAL. THESE TRANSLATED DOCUMENTS WILL BE AVAILABLE BY MAIL, ON EACH HOSPITAL'S WEBSITE, AND IN PERSON AT EACH HOSPITAL.
PART VI, LINE 4:	DANE COUNTY IS IN SOUTH-CENTRAL WISCONSIN AND IS HOME TO MADISON, WISCONSIN'S CAPITAL AND THE COUNTY SEAT. DANE COUNTY IS THE SECOND MOST DENSELY POPULATED COUNTY IN WI, AND MADISON IS THE SECOND LARGEST CITY IN THE STATE. THE POPULATION GREW 12% BETWEEN 2010 AND 2019, BRINGING THE TOTAL POPULATION TO 588,347. MADISON HAS 285,300 RESIDENTS, ALMOST HALF OF THE COUNTY'S POPULATION. AND AMONG ITS RESIDENTS ARE MORE THAN 49,000 UW STUDENTS. THE RACIAL DEMOGRAPHICS IN DANE COUNTY ARE CHANGING. IN 2024, BLACK/AFRICAN AMERICANS MADE UP 5.3% OF THE DANE COUNTY POPULATION; ASIANS MADE UP 6.5%; WHITE/CAUCASIANS 78.1%; AND AMERICAN INDIAN OR ALASKA NATIVE 0.4%. IN ADDITION, 7.8% OF DANE COUNTY'S POPULATION ARE OF HISPANIC OR LATINO ETHNICITY. AN OPPORTUNITY GAP EXISTS BETWEEN WHITE STUDENTS AND STUDENTS OF COLOR IN DANE COUNTY EVIDENCED BY DISPARITIES IN EDUCATIONAL OUTCOMES. DANE COUNTY'S 96.2% HIGH SCHOOL GRADUATION RATE HAS IMPROVED SIGNIFICANTLY OVER THE YEARS AND IS NOW ABOVE THE NATIONAL AVERAGE OF 88.6%. THE PERCENT OF THE POPULATION THAT HAS AT LEAST A BACHELOR'S DEGREE IS MUCH HIGHER IN DANE COUNTY COMPARED WITH WISCONSIN AND THE US OVERALL (DANE COUNTY 45.8%, WI 31.5%, US 37.7%). THE MEDIAN HOUSEHOLD INCOME IS ALSO HIGHER IN DANE COUNTY ($83,730) THAN IN WI ($82,560). THERE IS CONSIDERABLE VARIABILITY WHEN YOU DISAGGREGATE MEDIAN HOUSEHOLD INCOME BY RACE AND ETHNICITY; THE MEDIAN INCOME FOR BLACK HOUSEHOLDS IS CLOSER TO $40,000 AND FOR HISPANIC OR LATINO HOUSEHOLDS IS JUST UNDER $45,000.DESPITE DANE COUNTY'S HIGH MEDIAN HOUSEHOLD INCOME AND LOW UNEMPLOYMENT RATE (2.7%), DANE COUNTY IS FACED WITH AN INCREASING NUMBER OF PEOPLE LIVING IN POVERTY. 9.8% OF DANE COUNTY RESIDENTS LIVE IN POVERTY, COMPARABLE TO THE STATE POVERTY RATE BUT TRENDING IN A WORSENING DIRECTION. THE DISPROPORTIONATE IMPACT OF POVERTY ON COMMUNITY'S COLOR IS EVEN MORE PROFOUND WHEN LOOKING AT RATES OF CHILDREN LIVING IN POVERTY. OVERALL, 35.1% OF CHILDREN IN DANE COUNTY ARE ELIGIBLE FOR FREE OR REDUCED-PRICE LUNCH.
PART VI, LINE 5:	MOST OF UPH MERITER'S GOVERNING BODY IS COMPRISED OF PERSONS WHO RESIDE IN THE DANE COUNTY AREA WHICH IS THE ORGANIZATION'S PRIMARY SERVICE AREA. THESE INDIVIDUALS ARE NEITHER EMPLOYEES OR INDEPENDENT CONTRACTOR. THEY ARE MAINLY INDIVIDUALS THAT HAVE A VESTED INTEREST IN IMPROVING THE HEALTH OF THE COMMUNITY AND UPH MERITER AS A WHOLE.IN ADDITION, UPH MERITER ALSO HAS A COMMUNITY HEALTH IMPROVEMENT COMMITTEE WHICH IS MADE UP OF COMMUNITY LEADERS WHO PROVIDE INPUT AS WELL AS FEEDBACK TO THE ORGANIZATIONS ON THE HEALTH PRIORITIES, THE CHNA, AND THE STRATEGIES THAT ARE IMPLEMENTED THROUGHOUT THE HOSPITAL. THE ORGANIZATION EXTENDS MEDICAL STAFF PRIVILEGES TO ALL QUALIFIED PHYSICIANS IN ITS COMMUNITY FOR SOME OR ALL ITS DEPARTMENTS OR SPECIALTIES; AND THE ORGANIZATION UPH MERITER APPLIES SURPLUS FUNDS TO IMPROVEMENTS IN FACILITIES AND EQUIPMENT, PATIENT CARE, MEDICAL TRAINING, EDUCATION, AND RESEARCH.
PART VI, LINE 6:	THIS ENTITY IS PART OF IOWA HEALTH SYSTEM (D/B/A UNITYPOINT HEALTH), THE NATION'S FIFTH LARGEST NON-DENOMINATIONAL HEALTH SYSTEM WITH $5.3B IN OPERATING REVENUE AND 29,000 TEAM MEMBERS. AS AN INTEGRATED HEALTH SYSTEM, UNITYPOINT HEALTH PROVIDES CARE THROUGHOUT IOWA, WESTERN ILLINOIS AND SOUTHERN WISCONSIN IN NOT-FOR-PROFIT HOSPITALS, CLINICS AND OTHER HEALTHCARE FACILITIES. UNITYPOINT HEALTH OPERATES: 17 REGIONAL HOSPITALS; OVER 400 CLINICS; 17 COMMUNITY NETWORK HOSPITALS; 13 HOME CARE AREAS OF SERVICE; FIVE AFFILIATED COMMUNITY MENTAL HEALTH CENTERS; THREE ACCREDITED UNITYPOINT HEALTH COLLEGES; AN ACCOUNTABLE CARE ORGANIZATION; AND HAS INSURANCE PRESENCE ACROSS ALL OF ITS MARKETS. UNITYPOINT HEALTH AND ITS AFFILIATES ENGAGE IN COMMUNITY HEALTH PROGRAMS AND SERVICES AND WORK WITH VOLUNTEER AND CIVIC ORGANIZATIONS, SCHOOLS, BUSINESSES, INSURERS AND INDIVIDUALS TO SUPPORT ACTIVITIES THAT BENEFIT PEOPLE THROUGHOUT THEIR REGIONS. IN 2024, UNITYPOINT HEALTH AND ITS AFFILIATES PROVIDED MORE THAN $281 MILLION OF COMMUNITY BENEFIT. THE CONTRIBUTIONS TO THEIR COMMUNITIES BY UNITYPOINT HEALTH AND ITS AFFILIATES ARE REPORTED IN DETAIL IN STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS (PART III) OF THE IRS FORM 990 OF THOSE AFFILIATES.
PART VI, LINE 7, REPORTS FILED WITH STATES	WI

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (1)	GrantRecordsMaintainedInd

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

Field	Value	IRS element (for citing)
Grant Type	HOSPITAL SCHOLARSHIPS	GrantTypeTxt
Recipient	20	RecipientCnt
Cash Grant	$38,500	CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, LINE 2:	FormAndLineReferenceDesc
Explanation	GRANTS ARE MADE UPON A SPECIFIC PROJECT REQUEST AND ONLY MADE TO ORGANIZATIONS THAT WE HAVE A WORKING RELATIONSHIP WITH AND SHARE A COMMON GOAL OF COMMUNITY BENEFIT. GRANTS ARE ONLY MADE TO 501 (C)(3) ORGANIZATIONS WHICH MUST COMPLETE FORM 990S AND ANNUAL REPORTS. PART III - SCHOLARSHIPS ARE AWARDED TO INDIVIDUALS WHO HAVE SUBMITTED REQUIRED APPLICATION AND SUPPORTING DOCUMENTATION. A SELECTION COMMITTEE REVIEWS THE REQUESTS, EVALUATES EACH APPLICATION BASED UPON FINANCIAL NEED, ACADEMIC RECORD, EXTRA CURRICULAR WORK/VOLUNTEERING, RECOMMENDATION AND ESSAY.	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Severance Payment	0	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	Yes (1)	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	0	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	0	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	0	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	0	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	0	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	0	AnyNonFixedPaymentsInd
Initial Contract Exception	0	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (13 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Bonus Related OrganizationsBonusRelatedOrganizationsAmt	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt	Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt	Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
JAMES ARNETT
BOARD MEMBER & PRESIDENT /CEO	$0	$435,082	$0	$171,471	$0	$9,473	$0	$58,729	$0	$33,157	$0	$707,912	$0	$0
PAM WETZEL MD
MARKET CMO/ASST SECRETARY	$0	$451,528	$0	$160,864	$0	$14,953	$0	$13,800	$0	$24,215	$0	$665,360	$0	$0
BETH ERDMAN
MARKET CFO/TREASURER	$0	$330,770	$0	$168,571	$0	$7,540	$0	$13,800	$0	$38,749	$0	$559,430	$0	$0
SHERRY CASALI
MARKET CNO	$0	$286,363	$0	$151,417	$0	$11,051	$0	$48,968	$0	$14,695	$0	$512,494	$0	$0
CHRISTINA JACKSON
MARKET COO	$0	$264,078	$0	$94,014	$0	$10,528	$0	$13,800	$0	$34,828	$0	$417,248	$0	$0
JASON YELK DO TO 224
BOARD MEMBER	$0	$323,443	$0	$22,500	$0	$1,104	$0	$17,250	$0	$39,272	$0	$403,569	$0	$0
SUE ERICKSON TO 622
FORMER CEO UPH-MERITER	$0	$33,328	$0	$248,958	$0	$107,916	$0	$9,684	$0	$2,288	$0	$402,174	$0	$106,696
SHANA WUEBBEN
MARKET VP HR/SECRETARY	$0	$234,838	$0	$84,845	$0	$5,358	$0	$13,029	$0	$36,064	$0	$374,134	$0	$0
CARLA GRIFFIN
EXECUTIVE DIRECTOR JOA	$200,888	$0	$34,361	$0	$2,452	$0	$9,622	$0	$23,966	$0	$271,289	$0	$0	$0
KRISTINE HOLMES
DIR MED/SURG NURSE	$184,679	$0	$36,832	$0	$1,230	$0	$9,101	$0	$24,722	$0	$256,564	$0	$0	$0
MICHAEL NYFFELER
PHARMACY CLINICAL MANAGER	$189,932	$0	$16,437	$0	$753	$0	$8,585	$0	$35,834	$0	$251,541	$0	$0	$0
ROBERTA SONNENTAG
REGISTERED NURSE	$166,197	$0	$28,659	$0	$1,600	$0	$8,050	$0	$24,001	$0	$228,507	$0	$0	$0
MARLENE NAHAVANDI
REGISTERED NURSE	$182,238	$0	$10,503	$0	$2,120	$0	$7,954	$0	$24,474	$0	$227,289	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

PART I, LINE 4B

NONQUALIFIED RETIREMENT PLAN CONTRIBUTIONS: THE FOLLOWING INDIVIDUAL(S) PARTICIPATED IN AND RECEIVED CONTRIBUTIONS IN A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN: JAMES ARNETT $ 44,929 & SHERRY CASALI $ 35,168. NONQUALIFIED RETIREMENT PLAN DISTRIBUTIONS: THE FOLLOWING INDIVIDUAL(S) PARTICIPATED IN AND RECEIVED PAYMENTS FROM A SUPPLEMENTAL NON-QUALIFIED PLAN: SUE ERICKSON $ 106,853. PAYOUTS ARE MADE WITH VESTED FUNDS, AS ESTABLISHED BY PLAN DOCUMENTS.

SCHEDULE J, PART I, LINE 3 - ESTABLISHING COMPENSATION

THE EXECUTIVE COMMITTEE OF THE IOWA HEALTH SYSTEM BOARD OF DIRECTORS ("COMMITTEE") CONDUCTS A COMPREHENSIVE REVIEW OF ALL COMPENSATION AND BENEFITS PROVIDED TO THE ORGANIZATION'S OFFICERS AND KEY EMPLOYEES, INCLUDING THE IHS CHIEF EXECUTIVE OFFICER (THE "CEO"). THIS REVIEW COMPARES THE TOTAL COMPENSATION AND VALUE OF BENEFITS PROVIDED TO EACH EXECUTIVE, ON A POSITION BY POSITION BASIS, TO THAT PROVIDED TO FUNCTIONALLY SIMILAR POSITIONS IN SIMILARLY SITUATED ORGANIZATIONS. THIS REVIEW IS CONDUCTED BY THE COMMITTEE WITH THE ASSISTANCE OF A NATIONAL, INDEPENDENT COMPENSATION CONSULTANT REPORTING DIRECTLY TO THE COMMITTEE. THE COMMITTEE HAS BEEN DELEGATED THE RESPONSIBILITY FOR OVERSIGHT OF EXECUTIVE COMPENSATION AND IS MADE UP ENTIRELY OF INDEPENDENT DIRECTORS WITHIN THE MEANING OF THE "REBUTTABLE PRESUMPTION OF REASONABLENESS" UNDER THE FEDERAL INCOME TAX INTERMEDIATE SANCTIONS RULES. THE COMPENSATION CONSULTANT HOLDS ITSELF OUT TO THE PUBLIC AS A COMPENSATION CONSULTANT, PERFORMS THESE VALUATIONS ON A REGULAR BASIS, IS QUALIFIED TO MAKE THE VALUATIONS OF THE SERVICES INVOLVED, AND HAS SO INDICATED IN A WRITTEN CERTIFICATION TO THE COMMITTEE. BASED UPON THE ADVICE OF THE COMPENSATION CONSULTANT, AND APPLYING THE BOARD'S COMPENSATION PHILOSOPHY, THE COMMITTEE ESTABLISHES THE OVERALL ADJUSTMENT IN COMPENSATION AND BENEFITS FOR THE TOP EXECUTIVES IN THE ENTIRE HEALTH SYSTEM (SEVERAL OF WHICH ARE EMPLOYEES OF THE FILING ORGANIZATION) AND DELEGATES TO THE CEO THE AUTHORITY TO MAKE ADJUSTMENTS, CONSISTENT WITH THE COMMITTEE'S DIRECTION, FOR THE OTHER EXECUTIVES. THE COMMITTEE DETERMINES ALL ASPECTS OF THE COMPENSATION AND BENEFITS OF THE CEO. THE COMMITTEE INTENTIONALLY TAKES ALL THE STEPS NECESSARY TO QUALIFY FOR THE REBUTTABLE PRESUMPTION OF REASONABLENESS UNDER THE FEDERAL INCOME TAX LAW INTERMEDIATE SANCTIONS RULES, INCLUDING CONTEMPORANEOUS SUBSTANTIATION OF ALL COMMITTEE MEETINGS AND ACTIONS. THE ORGANIZATION BELIEVES IT IS IN FULL COMPLIANCE WITH SECTION 4958 OF THE IRC, PROVIDES NO MORE THAN REASONABLE AND FAIR MARKET VALUE COMPENSATION AND BENEFITS FOR ITS EMPLOYEES AND DOES NOT PROVIDE ANY EXCESS COMPENSATION OR BENEFITS AS PROHIBITED BY SECTION 4958.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 6	MERITER HEALTH SERVICES, INC., A TAX-EXEMPT, WISCONSIN NOT-FOR-PROFIT CORPORATION, IS THE SOLE MEMBER.
FORM 990, PART VI, SECTION A, LINE 7A	MERITER HEALTH SERVICES, INC., AS SOLE MEMBER, SHALL APPOINT ALL MEMBERS OF THE BOARD OF DIRECTORS.
FORM 990, PART VI, SECTION A, LINE 7B	MERITER HEALTH SERVICES, INC., AS SOLE MEMBER, SHALL AUTHORIZE OR APPROVE THE FOLLOWING ACTIONS: (A) MERGER, CONSOLIDATION OR DISSOLUTION OF THE CORPORATION; (B) AMENDMENT OR RESTATEMENT OF THE ARTICLES OF INCORPORATION OF THE CORPORATION; (C) A SALE, LEASE, EXCHANGE, OR OTHER DISPOSITION OF ALL, OR SUBSTANTIALLY ALL, THE PROPERTY AND ASSETS OF THE CORPORATION; (D) THE ESTABLISHMENT, FORMATION, ACQUISITION, MERGER, CONSOLIDATION OR DISSOLUTION OF ANY SUBSIDIARY CORPORATION OF THE CORPORATION; (E) THE ADOPTION OF THE AGGREGATE ANNUAL OPERATING AND CAPITAL BUDGETS OF THE CORPORATION; (F) AGGREGATE BORROWING FOR PERIODS OF ONE (1) YEAR OR LESS FOR ANY PURPOSE IN EXCESS OF A DOLLAR AMOUNT TO BE ESTABLISHED BY THE VOTING MEMBER FROM TIME TO TIME; AND AGGREGATE BORROWING FOR PERIODS OF MORE THAN ONE (1) YEAR FOR ANY PURPOSE IN EXCESS OF A DOLLAR AMOUNT TO BE ESTABLISHED BY THE VOTING MEMBER FROM TIME TO TIME. FOR THE PURPOSE OF THIS SUBPARAGRAPH, THE TERM AGGREGATE BORROWING MEANS BORROWINGS NOT PREVIOUSLY INCLUDED IN THE OPERATING AND/OR CAPITAL BUDGETS, AND INCLUDES BUT IS NOT LIMITED TO LEASE AGREEMENTS AND CONTRACTS FOR SALE; (G) THE PURCHASE, SALE, LEASE, DISPOSITION, HYPOTHECATION, EXCHANGE, GIFT, PLEDGE, AND ENCUMBRANCE OF ANY ASSET, REAL OR PERSONAL, WITH A VALUE IN EXCESS OF A DOLLAR AMOUNT TO BE ESTABLISHED BY THE VOTING MEMBER FROM TIME TO TIME, NOT PREVIOUSLY INCLUDED IN THE CAPITAL BUDGET; (H) THE APPOINTMENT OF THE INDEPENDENT AUDITOR AND CORPORATE COUNSEL.
FORM 990, PART VI, SECTION B, LINE 11B	THE FORM 990 IS PREPARED BY UNITYPOINT HEALTH'S CORPORATE SERVICES TAX DEPARTMENT AND GOES THROUGH TWO LEVELS OF REVIEW WITHIN THE DEPARTMENT WITH ULTIMATE APPROVAL BY THE DIRECTOR OF TAX SERVICES. THE DIRECTOR OF TAX SERVICES MEETS WITH THE FINANCE EXECUTIVE AND REVIEWS KEY PARTS OF THE FORM 990 UTILIZING A PRESENTATION SUMMARY. A COPY OF THE FORM 990 IS GIVEN TO EACH MEMBER OF THE BOARD VIA THE BOARD PORTAL ALONG WITH A REVIEW GUIDE.
FORM 990, PART VI, SECTION B, LINE 12C	THE HOSPITAL BOARDS OF DIRECTORS CONSISTENTLY MONITOR AND ENFORCE COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. ON A PROACTIVE BASIS, DECLARATIONS OF POTENTIAL CONFLICTS OF INTEREST ARE SIGNED WHEN EACH DIRECTOR JOINS THE BOARD AND ANNUALLY THEREAFTER. THE CEO AND BOARD CHAIR MONITOR THE POTENTIAL CONFLICTS DISCLOSED BY BOARD MEMBERS AND MANAGE ATTENDANCE AT MEETINGS AND PARTICIPATION IN VOTES ACCORDING TO THE ISSUE ON THE AGENDA. INDIVIDUAL DIRECTORS ALSO MONITOR THEIR POTENTIAL CONFLICTS AND RECUSE THEMSELVES FROM BOARD DISCUSSION AND/OR VOTES AS REQUIRED BY THE CIRCUMSTANCES. THE PROCESS OF MANAGING CONFLICTS OF INTEREST IS RECORDED IN THE MEETING MINUTES.
FORM 990, PART VI, SECTION B, LINE 15	THE EXECUTIVE COMMITTEE OF THE IOWA HEALTH SYSTEM BOARD OF DIRECTORS ("COMMITTEE") CONDUCTS A COMPREHENSIVE REVIEW OF ALL COMPENSATION AND BENEFITS PROVIDED TO THE ORGANIZATION'S OFFICERS AND KEY EMPLOYEES, INCLUDING THE IHS CHIEF EXECUTIVE OFFICER (THE "CEO"). THIS REVIEW COMPARES THE TOTAL COMPENSATION AND VALUE OF BENEFITS PROVIDED TO EACH EXECUTIVE, ON A POSITION BY POSITION BASIS, TO THAT PROVIDED TO FUNCTIONALLY SIMILAR POSITIONS IN SIMILARLY SITUATED ORGANIZATIONS. THIS REVIEW IS CONDUCTED BY THE COMMITTEE WITH THE ASSISTANCE OF A NATIONAL, INDEPENDENT COMPENSATION CONSULTANT REPORTING DIRECTLY TO THE COMMITTEE. THE COMMITTEE HAS BEEN DELEGATED THE RESPONSIBILITY FOR OVERSIGHT OF EXECUTIVE COMPENSATION AND IS MADE UP ENTIRELY OF INDEPENDENT DIRECTORS WITHIN THE MEANING OF THE "REBUTTABLE PRESUMPTION OF REASONABLENESS" UNDER THE FEDERAL INCOME TAX INTERMEDIATE SANCTIONS RULES. THE COMPENSATION CONSULTANT HOLDS ITSELF OUT TO THE PUBLIC AS A COMPENSATION CONSULTANT, PERFORMS THESE VALUATIONS ON A REGULAR BASIS, IS QUALIFIED TO MAKE THE VALUATIONS OF THE SERVICES INVOLVED, AND HAS SO INDICATED IN A WRITTEN CERTIFICATION TO THE COMMITTEE. BASED UPON THE ADVICE OF THE COMPENSATION CONSULTANT, AND APPLYING THE BOARD'S COMPENSATION PHILOSOPHY, THE COMMITTEE ESTABLISHES THE OVERALL ADJUSTMENT IN COMPENSATION AND BENEFITS FOR THE TOP EXECUTIVES IN THE ENTIRE HEALTH SYSTEM (SEVERAL OF WHICH ARE EMPLOYEES OF THE FILING ORGANIZATION) AND DELEGATES TO THE CEO THE AUTHORITY TO MAKE ADJUSTMENTS, CONSISTENT WITH THE COMMITTEE'S DIRECTION, FOR THE OTHER EXECUTIVES. THE COMMITTEE DETERMINES ALL ASPECTS OF THE COMPENSATION AND BENEFITS OF THE CEO. THE COMMITTEE INTENTIONALLY TAKES ALL THE STEPS NECESSARY TO QUALIFY FOR THE REBUTTABLE PRESUMPTION OF REASONABLENESS UNDER THE FEDERAL INCOME TAX LAW INTERMEDIATE SANCTIONS RULES, INCLUDING CONTEMPORANEOUS SUBSTANTIATION OF ALL COMMITTEE MEETINGS AND ACTIONS. THE ORGANIZATION BELIEVES IT IS IN FULL COMPLIANCE WITH SECTION 4958 OF THE IRC, PROVIDES NO MORE THAN REASONABLE AND FAIR MARKET VALUE COMPENSATION AND BENEFITS FOR ITS EMPLOYEES AND DOES NOT PROVIDE ANY EXCESS COMPENSATION OR BENEFITS AS PROHIBITED BY SECTION 4958. THE REVIEW OF COMPENSATION AND BENEFITS WAS LAST PERFORMED IN DECEMBER 2024 FOR THE FOLLOWING INDIVIDUALS: JAMES ARNETT, SHERRY CASALI, BETH ERDMAN, CHRISTINA JACKSON, & SHANA WUEBBEN. THE COMPENSATION AND BENEFITS OF THE OTHER PERSONS LISTED ON FORM 990, PART VII WAS ESTABLISHED BY AN INDEPENDENT PERSON/COMMITTEE USING AN INDEPENDENT COMPENSATION CONSULTANT AND/OR COMPENSATION SURVEY OR STUDY FOR SIMILARLY QUALIFED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS. COMPENSATION AND BENEFITS ARE BASED ON THE FAIR MARKET VALUE OF THE SERVICES PROVIDED TO THE ORGANIZATION.
FORM 990, PART VI, SECTION C, LINE 19	BECAUSE THE ORGANIZATION FILED ITS FORM 1023 BEFORE JULY 1987 AND DID NOT HAVE A COPY OF FORM 1023 ON THAT DATE, IT IS NOT REQUIRED TO MAKE ITS FORM 1023 AVAILABLE FOR PUBLIC INSPECTION.
FORM 990, PART XI, LINE 9:	CHANGES IN PENSION LIABILITY 1,723,411. ASSETS RELEASED WITHOUT DONOR RESTRICTION 525,746. ASSETS RELEASED WITH DONOR RESTRICTION 1,626,241. UPH TRANSFERS -1,210,184. RELEASED FOR CAPITAL AND OTHER 1,710,912. OTHER -536,160.
FORM 990, LINE J, WEBSITE:	WWW.UNITYPOINT.ORG/LOCATIONS/UNITYPOINT-HEALTH---MERITER-HOSPITAL

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (51 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Exempt Code SectionExemptCodeSectionTxt	Public Charity StatusPublicCharityStatusTxt	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Controlled OrganizationControlledOrganizationInd
ABBE CENTER FOR COMMUNITY MENTAL HEALTH INC
740 N 15TH AVE NO A	HIAWATHA	IA	52233	421045257	MENTAL HEALTH CARE	IA	501(C)(3)	509(A)(2)	ABBEHEALTH INC	0
ABBEHEALTH INC
740 N 15TH AVE NO A	HIAWATHA	IA	52233	421373123	SUPPORT AFFILIATES' MISSION TO IMPROVE HEALTH CARE	IA	501(C)(3)	509(A)(3), TYPE III	ST LUKE'S HEALTHCARE	0
AGING SERVICES INC
740 N 15TH AVE NO A	HIAWATHA	IA	52233	237085316	SENIOR SERVICES	IA	501(C)(3)	170(B)(1) (A)(VI)	ABBEHEALTH INC	0
ALLEN COLLEGE
1825 LOGAN AVENUE	WATERLOO	IA	50703	421351526	EDUCATE AND DEVELOP HEALTHCARE PROFESSIONALS	IA	501(C)(3)	170(B)(1) (A)(II)	ALLEN HEALTH SYSTEMS INC	0
ALLEN HEALTH SYSTEMS INC
1825 LOGAN AVENUE	WATERLOO	IA	50703	421201924	SUPPORT AFFILIATES' MISSION TO IMPROVE HEALTH CARE	IA	501(C)(3)	509(A)(3), TYPE III	IOWA HEALTH SYSTEM	0
ALLEN MEMORIAL HOSPITAL CORPORATION
1825 LOGAN AVENUE	WATERLOO	IA	50703	420698265	HOSPITAL	IA	501(C)(3)	170(B)(1) (A)(III)	ALLEN HEALTH SYSTEMS INC	0
ANAMOSA AREA AMBULANCE SERVICE
101 GRANT WOOD DRIVE	ANAMOSA	IA	52205	421466284	PROVIDE AMBULANCE SERVICES	IA	501(C)(3)	509(A)(2)	ST LUKE'SJONES REGIONAL MEDICAL CENTER	0
BLACK HAWK-GRUNDY MENTAL HEALTH CENTER INC
3251 WEST NINTH STREET	WATERLOO	IA	50702	420733463	MENTAL HEALTH CARE	IA	501(C)(3)	170(B)(1) (A)(VI)	ALLEN HEALTH SYSTEMS INC	0
CENTER FOR ALCOHOL AND DRUG SERVICES INC
4869 FOREST GROVE DRIVE	BETTENDORF	IA	52722	421134273	SUBSTANCE ABUSE SERVICES	IA	501(C)(3)	170(B)(1) (A)(VI)	THE ROBERT YOUNG CENTER FOR COMMUNITY MENTAL HEALTH	0
CENTRAL IOWA HEALTH PROPERTIES CORPORATION
1200 PLEASANT STREET	DES MOINES	IA	50309	421233759	PROPERTY HOLDING COMPANY	IA	501(C)(2)		CENTRAL IOWA HEALTH SYSTEM	0
CENTRAL IOWA HEALTH SYSTEM
1200 PLEASANT STREET	DES MOINES	IA	50309	421189791	SUPPORT AFFILIATES' MISSION TO IMPROVE HEALTH CARE	IA	501(C)(3)	509(A)(3), TYPE III	IOWA HEALTH SYSTEM	0
CENTRAL IOWA HOSPITAL CORPORATION
1200 PLEASANT STREET	DES MOINES	IA	50309	420680452	HOSPITAL	IA	501(C)(3)	170(B)(1) (A)(III)	CENTRAL IOWA HEALTH SYSTEM	0
DES MOINES AREA MEDICAL EDUCATION CONSORTIUM INC
1415 WOODLAND AVE SUITE 130	DES MOINES	IA	50309	421412497	COORDINATION OF MEDICAL EDUCATION PROGRAMS	IA	501(C)(3)	509(A)(3), TYPE III		0
EYERLY-BALL COMMUNITY MENTAL HEALTH SERVICES
945 19TH STREET	DES MOINES	IA	50314	420942273	MENTAL HEALTH CARE	IA	501(C)(3)	509(A)(2)	CENTRAL IOWA HEALTH SYSTEM	0
FINLEY TRI-STATES HEALTH GROUP INC
350 NORTH GRANDVIEW AVENUE	DUBUQUE	IA	52001	421307495	SUPPORT AFFILIATES' MISSION TO IMPROVE HEALTH CARE	IA	501(C)(3)	509(A)(3), TYPE III	IOWA HEALTH SYSTEM	0
GRINNELL REGIONAL MEDICAL CENTER
210 FOURTH AVENUE	GRINNELL	IA	50112	420933383	HOSPITAL	IA	501(C)(3)	170(B)(1) (A)(III)	CENTRAL IOWA HEALTH SYSTEM	0
GRINNELL REGIONAL MEDICAL CENTER FOUNDATION
210 FOURTH AVENUE	GRINNELL	IA	50112	421454737	CHARITABLE FUNDRAISING	IA	501(C)(3)	170(B)(1) (A)(VI)	GRINNELL REGIONAL MEDICAL CENTER	0
IOWA HEALTH FOUNDATION
1415 WOODLAND AVE SUITE E-200	DES MOINES	IA	50309	421467682	CHARITABLE FUNDRAISING	IA	501(C)(3)	170(B)(1) (A)(VI)	CENTRAL IOWA HEALTH SYSTEM	0
IOWA HEALTH SYSTEM
1776 WEST LAKES PKWY 400	WEST DES MOINES	IA	50266	421435199	SUPPORT AFFILIATES' MISSION TO IMPROVE HEALTH CARE	IA	501(C)(3)	509(A)(3), TYPE III		0
IOWA PHYSICIANS CLINIC MEDICAL FOUNDATION
1776 WEST LAKES PKWY 400	WEST DES MOINES	IA	50266	421411630	PRIMARY HEALTH CARE SERVICES	IA	501(C)(3)	170(B)(1) (A)(III)	IOWA HEALTH SYSTEM	0
MEMORIAL FOUNDATION OF ALLEN HOSPITAL
1825 LOGAN AVENUE	WATERLOO	IA	50703	421201138	CHARITABLE FUNDRAISING	IA	501(C)(3)	170(B)(1) (A)(VI)	ALLEN HEALTH SYSTEMS INC	0
MERITER FOUNDATION INC
202 SOUTH PARK STREET	MADISON	WI	53715	237098688	CHARITABLE FUNDRAISING	WI	501(C)(3)	170(B)(1) (A)(VI)	MERITER HEALTH SERVICES INC	0
MERITER HEALTH SERVICES INC
202 SOUTH PARK STREET	MADISON	WI	53715	391412318	SUPPORT AFFILIATES' MISSION TO IMPROVE HEALTH CARE	WI	501(C)(3)	509(A)(3), TYPE III	IOWA HEALTH SYSTEM	0
MERITER HOSPITAL INC
202 SOUTH PARK STREET	MADISON	WI	53715	390806367	HOSPITAL	WI	501(C)(3)	170(B)(1) (A)(III)	MERITER HEALTH SERVICES INC	0
NELLIE R SHERWOOD TRUST
1026 A AVENUE NE	CEDAR RAPIDS	IA	52402	426061621	PAY MEDICAL BILLS OF RETIRED TEACHERS UNABLE TO PAY	IA	501(C)(3)	509(A)(3), TYPE I	ST LUKE'S METHODIST HOSPITAL	0
NORTH CENTRAL IOWA MENTAL HEALTH CENTER INCORPORATED
720 KENYON DRIVE	FORT DODGE	IA	50501	420937390	MENTAL HEALTH CARE	IA	501(C)(3)	170(B)(1) (A)(III)	TRINITY HEALTH SYSTEMS INC	0
NORTHWEST IOWA HOSPITAL CORPORATION
2720 STONE PARK BLVD	SIOUX CITY	IA	51104	421019872	HOSPITAL	IA	501(C)(3)	170(B)(1) (A)(III)	ST LUKE'S HEALTH SYSTEM INC	0
SIOUXLAND PACE INC
1200 TRI VIEW AVE	SIOUX CITY	IA	51103	261120134	ALL-INCLUSIVE CARE FOR THE ELDERLY	IA	501(C)(3)	170(B)(1) (A)(III)	IOWA PHYSICIANS CLINIC MEDICAL FOUNDATION	0
ST LUKE'S HEALTH RESOURCES
2720 STONE PARK BLVD	SIOUX CITY	IA	51104	421059182	OUTPATIENT CLINICS AND HEALTHCARE SERVICES	IA	501(C)(3)	509(A)(2)	ST LUKE'S HEALTH SYSTEM INC	0
ST LUKE'S HEALTH SYSTEM INC
2720 STONE PARK BLVD	SIOUX CITY	IA	51104	421294091	SUPPORT AFFILIATES' MISSION TO IMPROVE HEALTH CARE	IA	501(C)(3)	509(A)(3), TYPE III	IOWA HEALTH SYSTEM	0
ST LUKE'S HEALTHCARE
1026 A AVENUE NE	CEDAR RAPIDS	IA	52402	421487968	SUPPORT AFFILIATES' MISSION TO IMPROVE HEALTH CARE	IA	501(C)(3)	509(A)(3), TYPE III	IOWA HEALTH SYSTEM	0
ST LUKE'S METHODIST HOSPITAL
1026 A AVENUE NE	CEDAR RAPIDS	IA	52402	420504780	HOSPITAL	IA	501(C)(3)	170(B)(1) (A)(III)	ST LUKE'S HEALTHCARE	0
ST LUKE'SJONES REGIONAL MEDICAL CENTER
1795 HIGHWAY 64 EAST	ANAMOSA	IA	52205	421487967	HOSPITAL	IA	501(C)(3)	170(B)(1) (A)(III)	ST LUKE'S HEALTHCARE	0
STL CARE COMPANY
1026 A AVENUE NE	CEDAR RAPIDS	IA	52402	421276632	IMPROVE PUBLIC HEALTH SERVICES	IA	501(C)(3)	509(A)(2)	ST LUKE'S HEALTHCARE	0
THE DUBUQUE VISITING NURSE ASSOCIATION
350 NORTH GRANDVIEW AVENUE	DUBUQUE	IA	52001	420680410	PUBLIC HEALTH SERVICES/HOME CARE	IA	501(C)(3)	509(A)(2)	FINLEY TRI-STATES HEALTH GROUP INC	0
THE FINLEY HOSPITAL
350 NORTH GRANDVIEW AVENUE	DUBUQUE	IA	52001	420680354	HOSPITAL	IA	501(C)(3)	170(B)(1) (A)(III)	FINLEY TRI-STATES HEALTH GROUP INC	0
THE ROBERT YOUNG CENTER FOR COMMUNITY MENTAL HEALTH
2701 17TH STREET	ROCK ISLAND	IL	61201	363678909	MENTAL HEALTH CARE	IL	501(C)(3)	170(B)(1) (A)(VI)	TRINITY REGIONAL HEALTH SYSTEM	0
TRIMARK PHYSICIANS GROUP
802 KENYON ROAD	FORT DODGE	IA	50501	453791448	SUPPORT SERVICES FOR MEDICAL CARE AND HEALTH SERVICES	IA	501(C)(3)	170(B)(1) (A)(III)	TRINITY HEALTH SYSTEMS INC	0
TRINITY COLLEGE OF NURSING & HEALTH SCIENCES
2122 25TH AVE	ROCK ISLAND	IL	61201	810994377	EDUCATE AND DEVELOP HEALTHCARE PROFESSIONALS	IL	501(C)(3)	170(B)(1) (A)(II)	TRINITY MEDICAL CENTER	0
TRINITY HEALTH FOUNDATION
802 KENYON ROAD	FORT DODGE	IA	50501	421222381	CHARITABLE FUNDRAISING	IA	501(C)(3)	170(B)(1) (A)(VI)	TRINITY HEALTH SYSTEMS INC	0
TRINITY HEALTH FOUNDATION
2701 17TH STREET	ROCK ISLAND	IL	61201	363321751	CHARITABLE FUNDRAISING	IL	501(C)(3)	170(B)(1) (A)(VI)	TRINITY REGIONAL HEALTH SYSTEM	0
TRINITY HEALTH SYSTEMS INC
802 KENYON ROAD	FORT DODGE	IA	50501	421222877	SUPPORT AFFILIATES' MISSION TO IMPROVE HEALTH CARE	IA	501(C)(3)	509(A)(3), TYPE III	IOWA HEALTH SYSTEM	0
TRINITY MEDICAL CENTER
2701 17TH STREET	ROCK ISLAND	IL	61201	362739299	HOSPITAL	IL	501(C)(3)	170(B)(1) (A)(III)	TRINITY REGIONAL HEALTH SYSTEM	0
TRINITY REGIONAL HEALTH SYSTEM
2701 17TH STREET	ROCK ISLAND	IL	61201	363351952	SUPPORT AFFILIATES' MISSION TO IMPROVE HEALTH CARE	IL	501(C)(3)	509(A)(3), TYPE III	IOWA HEALTH SYSTEM	0
TRINITY REGIONAL MEDICAL CENTER
802 KENYON ROAD	FORT DODGE	IA	50501	421009175	HOSPITAL	IA	501(C)(3)	170(B)(1) (A)(III)	TRINITY HEALTH SYSTEMS INC	0
UNITY HEALTHCARE
1518 MULBERRY AVENUE	MUSCATINE	IA	52761	420680337	HOSPITAL	IA	501(C)(3)	170(B)(1) (A)(III)	TRINITY REGIONAL HEALTH SYSTEM	0
UNITY HEALTHCARE FOUNDATION
1518 MULBERRY AVENUE	MUSCATINE	IA	52761	421525031	SUPPORT AFFILIATES' MISSION TO IMPROVE HEALTH CARE	IA	501(C)(3)	170(B)(1) (A)(VI)	UNITY HEALTHCARE	0
UNITYPOINT AT HOME
1776 WEST LAKES PKWY 400	WEST DES MOINES	IA	50266	421477471	HOME HEALTH CARE	IA	501(C)(3)	509(A)(2)	IOWA HEALTH SYSTEM	0
UNITYPOINT HEALTH - MARSHALLTOWN
1825 LOGAN AVENUE	WATERLOO	IA	50703	815034179	HOSPITAL	IA	501(C)(3)	170(B)(1) (A)(III)	ALLEN HEALTH SYSTEMS INC	0
UNITYPOINT HEALTH - MARSHALLTOWN FOUNDATION
3 SOUTH 4TH AVE	MARSHALLTOWN	IA	50158	421388518	CHARITABLE FUNDRAISING	IA	501(C)(3)	170(B)(1) (A)(VI)	ALLEN HEALTH SYSTEMS INC	0
UNITYPOINT HEALTH AT WORK
1776 WEST LAKES PKWY 400	WEST DES MOINES	IA	50266	810872241	EMPLOYER ONSITE MEDICAL SERVICES AND OCCUPATIONAL MEDICINE	IA	501(C)(3)	170(B)(1) (A)(III)	IOWA PHYSICIANS CLINIC MEDICAL FOUNDATION	0

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (15 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Direct Controlling NADirectControllingNACd	Disproportionate AllocationsDisproportionateAllocationsInd	General Or Managing PartnerGeneralOrManagingPartnerInd
ADVANCED IMAGING CENTER LLC
615 VALLEY VIEW DRIVE	MOLINE	IL	61265	364356301	DIAGNOSTIC RADIOLOGY CENTER	IA	N/A	0	Yes (1)
ANKENY MEDICAL PARK SURGERY CENTER LC
3625 NORTH ANKENY BLVD STE J	ANKENY	IA	50021	831281114	AMBULATORY SURGERY CENTER	IA	N/A	0	Yes (1)
CENTRAL IOWA PHYSIO LLC
4714 GETTYSBURG ROAD	MECHANICSBURG	PA	17055	364799633	PHYSICAL THERAPY SERVICES	IA	N/A	0	Yes (1)
DUBUQUE ENDOSCOPY CENTER LC
1515 DELHI STREET SUITE 500	DUBUQUE	IA	52001	201597161	AMBULATORY SURGERY CENTER	IA	N/A	0	Yes (1)
EASTERN IOWA SLEEP SUPPLY LLC
275 10TH STREET SE STE 1130-B	CEDAR RAPIDS	IA	52403	851990451	MEDICAL EQUIPMENT RETAIL SALES	IA	N/A	0	Yes (1)
HEALTH CARE AFFILIATES OF THE TRI-STATES LLC
350 N GRANDVIEW AVE	DUBUQUE	IA	52001	421428503	PROVIDE ACCESS TO LICENSED SOFTWARE	IA	N/A	0	Yes (1)
IOWA DIAGNOSTIC IMAGING AND PROCEDURE CENTER LC
1200 PLEASANT STREET	DES MOINES	IA	50309	030482623	OUTPATIENT DIAGNOSTIC IMAGING	IA	N/A	0	Yes (1)
IOWA HEALTH SYSTEM CONTRACTING SERVICES LC
1776 WEST LAKES PKWY 400	WEST DES MOINES	IA	50266	421511142	GROUP PURCHASING	IA	N/A	Yes (1)	Yes (1)
LAKEVIEW SURGERY CENTER LC
1200 PLEASANT STREET	DES MOINES	IA	50309	421516120	SURGERY CENTER	IA	N/A	0	Yes (1)
MR ASSOCIATES LLP
1956 1ST AVENUE NE	CEDAR RAPIDS	IA	52402	421260463	OWN AND OPERATE MR UNIT	IA	N/A	0	Yes (1)
ORTHOPAEDIC OUTPATIENT SURGERY CENTER LC
1200 PLEASANT STREET	DES MOINES	IA	50309	421508092	AMBULATORY SURGERY CENTER	IA	N/A	0	Yes (1)
THE OUTPATIENT SURGERY CENTER OF CEDAR RAPIDS LLC
1075 FIRST AVENUE SE	CEDAR RAPIDS	IA	52403	721550812	AMBULATORY SURGERY CENTER.	IA	N/A	0	Yes (1)
UNITED MEDICAL PARK ASC LLC DBA THE SURGERY CENTER AT UNITED MEDICAL PARK
1825 LOGAN AVE	WATERLOO	IA	50703	831720113	AMBULATORY SURGERY CENTER	IA	N/A	0	Yes (1)
UPHT-SCA HOLDINGS LLC
569 BROOKWOOD VILLAGE SUITE 901	BIRMINGHAM	AL	35209	473564984	AMBULATORY SURGERY CENTER INVESTMENT	DE	N/A	0	0
WEST LAKES SLEEP CENTER LLC
5950 UNIVERSITY AVENUE SUITE 2	WEST DES MOINES	IA	50266	263193923	SLEEP DISORDER DIAGNOSTIC TESTING FACILITY	IA	N/A	0	Yes (1)

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (14 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Direct Controlling NADirectControllingNACd	Entity TypeEntityTypeTxt	Controlled OrganizationControlledOrganizationInd	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Share Of Total IncomeShareOfTotalIncomeAmt	Share Of EOY AssetsShareOfEOYAssetsAmt	OwnershipOwnershipPct
ABBE MANAGEMENT CORPORATION
740 N 15TH AVE NO A	HIAWATHA	IA	52233	421361755	MANAGEMENT SERVICES	IA	N/A	C	0
BROADBAND INC
1776 WEST LAKES PKWY 400	WEST DES MOINES	IA	50266	273819741	INFORMATION TECHNOLOGY MGMT.	IA	N/A	C	0
DELHI POINT CONDO ASSOCIATION
350 N GRANDVIEW	DUBUQUE	IA	52001	421467002	REAL ESTATE MANAGEMENT	IA	N/A	C	0
HCP CORPORATION
202 SOUTH PARK STREET	MADISON	WI	53715	391177562	REAL ESTATE RENTAL	WI		C	Yes (1)	MERITER HOSPITAL INC	$350,715	$1,804,411	1.00000
HANSEN CHARITABLE REMAINDER ANNUITY TRUST
210 FOURTH AVENUE	GRINNELL	IA	50112	396770806	INVESTMENT	IA	N/A	T	0
HANSEN CHARITABLE REMAINDER UNITRUST
210 FOURTH AVENUE	GRINNELL	IA	50112	396770807	INVESTMENT	IA	N/A	T	0
HEALTH ADVANTAGE PLUS INC
210 4TH AVENUE	GRINNELL	IA	50112	421436490	PHYSICAL THERAPY	IA	N/A	C	0
HNC SERVICES
1776 WEST LAKES PKWY 400	WEST DES MOINES	IA	50266	270987243	FIBER OPTIC NETWORK SERVICES	IA	N/A	C	0
MEDIMORE INC
1776 WEST LAKES PKWY 400	WEST DES MOINES	IA	50266	421414390	MANAGED CARE	IA	N/A	C	0
MERITER HEALTH ENTERPRISES INC
202 SOUTH PARK STREET	MADISON	WI	53715	391293620	MANAGEMENT SERVICES	WI	N/A	C	0
MERITER MANAGEMENT SERVICES INC
202 SOUTH PARK STREET	MADISON	WI	53715	391458235	ADMINISTRATIVE SERVICES	WI	N/A	C	0
PRECEDENCE INC
4622 PROGRESS DRIVE STE A	DAVENPORT	IA	52807	371288604	MANAGED MENTAL CARE	IA	N/A	C	0
STL HEALTH RESOURCES CO
1026 A AVE NE	CEDAR RAPIDS	IA	52402	421193499	PHYSICIAN OFFICE RENTAL	IA	N/A	C	0
TRINITY HEALTH ENTERPRISES INC
2701 17TH ST	ROCK ISLAND	IL	61201	363320141	RETAIL PHARMACY	IL	N/A	C	0

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	0	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	Yes (1)	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	Yes (1)	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	Yes (1)	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	Yes (1)	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	0	DivRelatedOrganizationInd
Asset Sale To Other Org	0	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	0	AssetPurchaseFromOtherOrgInd
Asset Exchange	0	AssetExchangeInd
Rental Of Facilities To Oth Org	Yes (1)	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	0	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	Yes (1)	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	Yes (1)	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	0	SharingOfFacilitiesInd
Paid Employees Sharing	0	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	Yes (1)	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	0	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	Yes (1)	TransferToOtherOrgInd
Transfer From Other Org	0	TransferFromOtherOrgInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE R, PARTS I - IV:	FormAndLineReferenceDesc
Explanation	IOWA HEALTH SYSTEM AND SUBSIDIARIES (D/B/A UNITYPOINT HEALTH) THIS ENTITY IS PART OF IOWA HEALTH SYSTEM (D/B/A UNITYPOINT HEALTH), THE NATION'S FIFTH LARGEST NON-DENOMINATIONAL HEALTH SYSTEM WITH $5.3B IN OPERATING REVENUE AND 29,000 TEAM MEMBERS. AS AN INTEGRATED HEALTH SYSTEM, UNITYPOINT HEALTH PROVIDES CARE THROUGHOUT IOWA, WESTERN ILLINOIS AND SOUTHERN WISCONSIN IN NOT-FOR-PROFIT HOSPITALS, CLINICS AND OTHER HEALTHCARE FACILITIES. UNITYPOINT HEALTH OPERATES: 17 REGIONAL HOSPITALS; OVER 400 CLINICS; 17 COMMUNITY NETWORK HOSPITALS; 13 HOME CARE AREAS OF SERVICE; FIVE AFFILIATED COMMUNITY MENTAL HEALTH CENTERS; THREE ACCREDITED UNITYPOINT HEALTH COLLEGES; AN ACCOUNTABLE CARE ORGANIZATION; AND HAS INSURANCE PRESENCE ACROSS ALL OF ITS MARKETS.	ExplanationTxt