2025-11-13T20:56:14-06:00 2024-12-31 990 2024-01-01 390806367 MERITER HOSPITAL INC MERI 6084176000 202 SOUTH PARK STREET MADISON WI 537151596 BETH ERDMAN MARKET CFO 6084176000 2025-11-07 0 2024 2025-03-06 01:10:19Z JAMES ARNETT 202 SOUTH PARK STREET MADISON WI 537151596 804750556 0 X WWW.UNITYPOINT.ORG (SEE SCH O) X 1898 WI 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. 13 11 4121 505 1010543 0 2466844 2368834 583228820 625936660 35200711 9921965 4841340 5030912 625737715 643258371 146903 38500 0 0 287493308 303791880 0 0 0 289745775 316225919 577385986 620056299 48351729 23202072 991590073 1027344720 225382748 215366853 766207325 811977867 X MERITER HOSPITAL, INC. IS DEDICATED TO IMPROVING THE HEALTH OF THE PEOPLE AND COMMUNITIES WE SERVE. 0 0 534593826 38500 630559541 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. 534593826 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 1 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 124 0 1 4121 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 13 11 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 1 1 WI X RON SCHROEDER- AVP FINANCE 6084175832 202 SOUTH PARK STREET MADISON WI 537151596 JAMES ARNETT BOARD MEMBER & PRESIDENT /CEO 15.00 45.00 X X 0 616026 91886 JOHN ASHLEY BOARD VICE CHAIR 1.00 1.00 X X 0 0 0 RUKMINI BANERJEE BOARD MEMBER 1.00 1.00 X 0 0 0 ALISON CRAIG-SHASHKO MD BOARD MEMBER 1.00 1.00 X 0 0 0 RONALD HENSHUE BOARD MEMBER 1.00 1.00 X 0 0 0 BRADLEY MANNING MD BOARD MEMBER (TO 8/24) 1.00 1.00 X 0 0 0 NEWRHEE KIM MD BD MEM(TO 6/24)/BD CHAIR(FR 6/24) 3.00 3.00 X X 6250 6250 0 MARGARET NOREUIL RN PHD BOARD MEMBER 1.00 1.00 X 0 14500 0 PAT SETJI BOARD MEMBER 1.00 1.00 X 0 0 0 DOUG STRUB BOARD CHR(TO 6/24)/PAST CHR(FR 6/24) 3.00 3.00 X X 6250 6250 0 MARY THOMPSON MD BOARD MEMBER 1.00 1.00 X 0 0 0 CHERYL WITTKE BOARD MEMBER 1.00 1.00 X 0 0 0 JASON YELK DO TO 224 BOARD MEMBER 1.00 1.00 X 0 347047 56522 BETH ERDMAN MARKET CFO/TREASURER 15.00 35.00 X 0 506881 52549 PAM WETZEL MD MARKET CMO/ASST SECRETARY 5.00 45.00 X 0 627345 38015 SHERRY CASALI MARKET CNO 15.00 35.00 X 0 448831 63663 SHANA WUEBBEN MARKET VP HR/SECRETARY 35.00 15.00 X 0 325041 49093 CHRISTINA JACKSON MARKET COO 15.00 35.00 X 0 368620 48628 KRISTINE HOLMES DIR MED/SURG NURSE 40.00 0.00 X 222741 0 33823 MARLENE NAHAVANDI REGISTERED NURSE 40.00 0.00 X 194861 0 32428 MICHAEL NYFFELER PHARMACY CLINICAL MANAGER 40.00 0.00 X 207122 0 44419 ROBERTA SONNENTAG REGISTERED NURSE 40.00 0.00 X 196456 0 32051 CARLA GRIFFIN EXECUTIVE DIRECTOR JOA 40.00 0.00 X 237701 0 33588 SUE ERICKSON TO 622 FORMER CEO UPH-MERITER 0.00 0.00 X 0 390202 11972 1071381 3656993 588637 305 1 1 0 UNIVERSITY OF WISCONSIN HOSPITAL AND CLI 750 HIGHLAND AVENUE MADISON WI 53792 INTERNS, RESIDENTS, MED-FLIGHT, AND TEAC 18706096 AMN HEALTHCARE ALLIED INC 2735 COLLECTION CTR DR CHICAGO IL 60693 CONTRACTED REGISTERED NURSES 14115459 JP CULLEN AND SONS INC 330 E DELAVAN DRIVE JANESVILLE WI 53546 CONSTRUCTION 5014631 MADISON ANESTHESIOLOGY 202 PARK ST MADISON WI 53715 MEDICAL SERVICES 4870824 UW SCHOOL OF MEDICINE & PUBLIC HEALTH 750 HIGHLAND AVENUE MADISON WI 53792 INTERNS AND TEACHING 3803259 46 496140 1872694 2368834 NET PATIENT REVENUE 900099 577169828 577169828 JOINT OPERATING AGREEMENT 900099 22575349 22575349 PHARMACY 456110 12403532 12403532 SUBS & JOINT VENTURES 900099 6330823 6330823 OTHER HEALTHCARE SERVICES 900099 6228505 6194025 34480 1228623 1228623 625936660 7947783 7947783 1580964 1120851 460113 460113 8784 451329 161041796 1095432 158316327 1846719 2725469 -751287 1974182 1974182 315480 208288 107192 107192 CAFETERIA/FOOD SVCS 722210 2253446 2252990 456 CHILDCARE SERVICES 624410 1270235 303412 966823 PARKING REIMBURSEMENT 812930 939926 939926 4463607 643258371 629505700 1010543 10373294 38500 38500 12500 12500 242413206 236237666 6175540 8748456 8461557 286899 36760701 35828797 931904 15857017 15450709 406308 59754892 2257917 57496975 34375724 32183965 2191759 3124852 1460995 1663857 13578687 11757690 1820997 118487 104897 13590 7004457 7004457 22448369 21608632 839737 2013207 512046 1501161 MEDICAL SUPPLIES 136339198 133019233 3319965 MISCELLANEOUS EXPENSES 20617117 18845748 1771369 STATE REVENUE ASSESSMEN 10235001 10235001 0 EQUIPMENT RENTAL & MAIN 6615928 6590473 25455 620056299 534593826 85462473 0 44274037 22989836 12228815 12033081 65084810 55926893 5242667 21128755 7145374 6865116 805305 788231 503492128 222599138 280570949 280892990 509275533 552445765 66962583 74274053 991590073 1027344720 90868878 88952206 52078 31597 134461792 126383050 225382748 215366853 X 757956627 801046847 8250698 10931020 766207325 811977867 991590073 1027344720 X 23202072 18728504 3839966 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 62567998 62567998 274409588 120851893 153557695 4248518 3307097 941421 133429641 93192124 40237517 28836383 5248024 23588359 280892990 OTHER LONG-TERM ASSETS 309386 INVESTMENT IN JOINT VENTURES 30975931 DEFERRED COMP 457(B) 586367 OPERATING LEASE RIGHT OF USE ASSETS 5263125 INTEREST IN NET ASSETS FOUNDATION 13915343 DUE FROM AFFILIATES 23223901 74274053 15500 RETIREMENT LIABILITY -23369878 HEALTH & WELFARE INS RESERVES 235854 ASSET RETIREMENT OBLIGATION 518966 DUE TO AFFILIATES 130130000 DEFERRED COMP 457(B) 577511 OPERATING LEASE-LESS CURRENT PORTION 13913125 OTHER NON CURRENT LIABILITIES 4361972 126383050 X PART X, LINE 2: UNITYPOINT HEALTH AND MOST OF ITS SUBSIDIARIES ARE CLASSIFIED AS TAX-EXEMPT ORGANIZATIONS AS DESCRIBED IN SECTIONS 501(C)(3) AND 501(C)(2) OF THE INTERNAL REVENUE CODE (THE CODE). TAX-EXEMPT ORGANIZATIONS ARE NOT SUBJECT TO FEDERAL AND STATE INCOME TAXES ON RELATED INCOME, PURSUANT TO SECTION 501(A) OF THE CODE. THESE ORGANIZATIONS ARE SUBJECT TO FEDERAL AND STATE INCOME TAXES TO THE EXTENT THEY HAVE UNRELATED BUSINESS INCOME AS DESCRIBED UNDER PROVISIONS OF SECTION 511 OF THE CODE. THE SYSTEM FILES FORM 990 FOR SUBSTANTIALLY ALL OF ITS OPERATING ENTITIES IN THE U.S. FEDERAL JURISDICTION AND IS NO LONGER SUBJECT TO EXAMINATION BY TAX AUTHORITIES FOR THE YEARS BEFORE 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. 1 1 1 X 300.000000000000 1 X 600.000000000000 1 1 0 1 1 3232654 3232654 0.00520 27954118 27954118 0.04510 31186772 31186772 0.05030 1010033 1010033 0.00160 11108788 11108788 0.01790 2712840 2712840 0.00440 1230437 1230437 0.00200 16062098 16062098 0.02590 47248870 47248870 0.07620 280211 280211 0.00050 280211 280211 0.00050 0 4577637 0 90480956 114060150 -23579194 X 1 1 1 1 MERITER HOSPITAL INC 202 SOUTH PARK STREET MADISON WI 53715 WWW.UNITYPOINT.ORG/MADISON 316 X X X X X MERITER HOSPITAL INC 1 0 0 1 X X X X X X X X X 24 1 1 1 1 X SEE PART V, PAGE 8 X X 1 24 1 SEE PART V, PAGE 8 0 1 X 300.000000000000 600.000000000000 X X X X X X 1 1 X X X X 1 X SEE PART V, PAGE 8 X SEE PART V, PAGE 8 X SEE PART V, PAGE 8 X X X X X X 1 X 0 X X X X 1 X 0 0 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 4 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 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 1 HOSPITAL SCHOLARSHIPS 20 38500 PART I, LINE 2: 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. 0 1 0 0 0 0 0 0 0 JAMES ARNETT BOARD MEMBER & PRESIDENT /CEO 0 435082 0 171471 0 9473 0 58729 0 33157 0 707912 0 0 PAM WETZEL MD MARKET CMO/ASST SECRETARY 0 451528 0 160864 0 14953 0 13800 0 24215 0 665360 0 0 BETH ERDMAN MARKET CFO/TREASURER 0 330770 0 168571 0 7540 0 13800 0 38749 0 559430 0 0 SHERRY CASALI MARKET CNO 0 286363 0 151417 0 11051 0 48968 0 14695 0 512494 0 0 CHRISTINA JACKSON MARKET COO 0 264078 0 94014 0 10528 0 13800 0 34828 0 417248 0 0 JASON YELK DO TO 224 BOARD MEMBER 0 323443 0 22500 0 1104 0 17250 0 39272 0 403569 0 0 SUE ERICKSON TO 622 FORMER CEO UPH-MERITER 0 33328 0 248958 0 107916 0 9684 0 2288 0 402174 0 106696 SHANA WUEBBEN MARKET VP HR/SECRETARY 0 234838 0 84845 0 5358 0 13029 0 36064 0 374134 0 0 CARLA GRIFFIN EXECUTIVE DIRECTOR JOA 200888 0 34361 0 2452 0 9622 0 23966 0 271289 0 0 0 KRISTINE HOLMES DIR MED/SURG NURSE 184679 0 36832 0 1230 0 9101 0 24722 0 256564 0 0 0 MICHAEL NYFFELER PHARMACY CLINICAL MANAGER 189932 0 16437 0 753 0 8585 0 35834 0 251541 0 0 0 ROBERTA SONNENTAG REGISTERED NURSE 166197 0 28659 0 1600 0 8050 0 24001 0 228507 0 0 0 MARLENE NAHAVANDI REGISTERED NURSE 182238 0 10503 0 2120 0 7954 0 24474 0 227289 0 0 0 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. 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 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 ADVANCED IMAGING CENTER LLC 615 VALLEY VIEW DRIVE MOLINE IL 61265 364356301 DIAGNOSTIC RADIOLOGY CENTER IA N/A 0 1 ANKENY MEDICAL PARK SURGERY CENTER LC 3625 NORTH ANKENY BLVD STE J ANKENY IA 50021 831281114 AMBULATORY SURGERY CENTER IA N/A 0 1 CENTRAL IOWA PHYSIO LLC 4714 GETTYSBURG ROAD MECHANICSBURG PA 17055 364799633 PHYSICAL THERAPY SERVICES IA N/A 0 1 DUBUQUE ENDOSCOPY CENTER LC 1515 DELHI STREET SUITE 500 DUBUQUE IA 52001 201597161 AMBULATORY SURGERY CENTER IA N/A 0 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 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 1 IOWA DIAGNOSTIC IMAGING AND PROCEDURE CENTER LC 1200 PLEASANT STREET DES MOINES IA 50309 030482623 OUTPATIENT DIAGNOSTIC IMAGING IA N/A 0 1 IOWA HEALTH SYSTEM CONTRACTING SERVICES LC 1776 WEST LAKES PKWY 400 WEST DES MOINES IA 50266 421511142 GROUP PURCHASING IA N/A 1 1 LAKEVIEW SURGERY CENTER LC 1200 PLEASANT STREET DES MOINES IA 50309 421516120 SURGERY CENTER IA N/A 0 1 MR ASSOCIATES LLP 1956 1ST AVENUE NE CEDAR RAPIDS IA 52402 421260463 OWN AND OPERATE MR UNIT IA N/A 0 1 ORTHOPAEDIC OUTPATIENT SURGERY CENTER LC 1200 PLEASANT STREET DES MOINES IA 50309 421508092 AMBULATORY SURGERY CENTER IA N/A 0 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 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 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 1 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 MERITER HOSPITAL INC C 350715 1804411 1.00000 1 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 0 1 1 1 1 0 0 0 0 1 0 1 1 0 0 1 0 1 0 SCHEDULE R, PARTS I - IV: 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.