2015-11-12T13:43:44-06:00 2014-12-31 990 2014-01-01 050545222 MERITER MEDICAL GROUP INC MERI 6084176210 202 SOUTH PARK STREET MADISON WI 537151596 ROBERT TURNGREN MD PRESIDENT 6084176210 2015-11-10 2014 2016-02-25 16:41:14Z ROBERT TURNGREN MD 202 SOUTH PARK STREET MADISON WI 537151596 58293488 0 X WWW.MERITER.COM X 2002 WI NETWORK OF PHYSICIANS AND HEALTH CARE PROVIDERS, DEDICATED TO PROVIDING EXCEPTIONAL HEALTH CARE. 10 2 582 0 0 0 144122 17733 53709826 55761021 1061486 604540 3038027 1910194 57953461 58293488 0 0 0 0 57549824 60819948 0 0 0 19003147 17969919 76552971 78789867 -18599510 -20496379 58641110 50088927 139780071 162562619 -81138961 -112473692 X MERITER MEDICAL GROUP, INC.'S FOCUS IS ON IMPROVING PATIENT ACCESS AND PROVIDING THE BEST CARE POSSIBLE AT THE RIGHT TIME, IN THE RIGHT PLACE. OUR TEAM OF PHYSICIANS AND STAFF KEEP PATIENTS AT THE CENTER OF CARE. A VARIETY OF PRIMARY AND SPECIALTY PROVIDERS SUPPORT PATIENTS IN ALL ASPECTS OF HEALTH THROUGH EVERY STAGE OF PATIENTS' LIVES. MERITER MEDICAL GROUP, INC. IS COMMITTED TO BUILDING A NETWORK OF MULTISPECIALTY PROVIDERS THAT SUPPORTS MERITER AS A DESTINATION OF CHOICE FOR PATIENTS, STAFF AND PHYSICIANS THROUGHOUT DANE COUNTY AND SOUTH CENTRAL WISCONSIN. TO ASSURE CARE CONTINUITY MERITER MEDICAL GROUP, INC. HOSPITALISTS AND OTHER HOSPITAL-BASED PHYSICIANS COORDINATE ALL ASPECTS OF A PATIENT'S INPATIENT CARE. 0 0 70323625 0 57643579 IN 2014, MERITER MEDICAL GROUP LAUNCHED NEW CLINICAL SPECIALTIES INCLUDING ORTHOPEDIC SPINE SURGERY, NON-OPERATIVE SPORTS MEDICINE, FOOT & ANKLE SURGERY, UROLOGY AND RHEUMATOLOGY. OTHER HIGHLIGHTS INCLUDE CONTINUED DEVELOPMENT OF PATIENT CENTERED MEDICAL HOME (PCMH) CARE MODEL IN PRIMARY CARE CLINICS AND LAUNCHING TRANSCATHETER AORTIC VALVE REPLACEMENT (TAVR) PROCEDURE. THESE PROGRAMS EXPAND THE PROVISION OF KEY MEDICAL AND SURGICAL SERVICES FOR PATIENTS. MERITER CONTINUES TO SUPPORT THE PROVISION OF SERVICES OF CERTIFIED DIABETES EDUCATORS, DIETITIANS AND HEALTH PSYCHOLOGISTS AMONG OTHER PROVIDERS. HEALTH PSYCHOLOGY SERVICES ARE AVAILABLE TO PATIENTS WHO NEED EMOTIONAL SUPPORT AND GUIDANCE AS THEY WORK THROUGH PERSONAL HEALTH CHANGES. THE MERITER MEDICAL GROUP, INC. PRIMARILY SERVES PATIENTS FROM DANE COUNTY.MERITER MEDICAL GROUP WAS A 2014 RECIPIENT OF THE NATIONAL RESEARCH CORPORATIONS' TOP RATED PEDIATRIC DOCTORS AWARD 70323625 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 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 22 0 1 582 1 0 0 0 0 0 0 0 0 0 0 X 10 2 0 0 1 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X RON SCHROEDER 6084175832 202 SOUTH PARK STREET MADISON WI 537151596 KHOSRO ADIB MD TO 0314 BOARD MEMBER 49.00 1.00 X 344323 0 8765 DAVID BOYER BOARD CHAIR 1.00 0.00 X X 0 15218 0 KENNETH FELZ MD BOARD MEMBER 50.00 0.00 X 225120 0 25983 JEREMY JASKUNAS MD BOARD MEMBER 49.00 1.00 X 307260 0 24142 MARGARET NOREUIL RN BOARD MEMBER 1.00 0.00 X 0 0 0 GEOFFREY PRIEST MD BOARD MEMBER 5.00 45.00 X 0 708878 24252 KATHERINE SCHMITT MD BOARD MEMBER 50.00 0.00 X 366823 0 23611 JAMES SHROPSHIRE MD FR 0214 BOARD MEMBER 50.00 0.00 X 243384 0 24230 SUSAN TOTH MD BOARD MEMBER 49.00 1.00 X 475206 0 20254 ROBERT TURNGREN PRESIDENT/CHAIR 0.00 50.00 X 0 670904 28542 PETER THOREEN FR 0714 INTERIM CEO 1.00 40.00 X X 0 490534 188075 JAMES WOODWARD TO 0714 CEO/PRESIDENT 5.00 45.00 X X 0 2223456 21056 BETH ERDMAN CFO MHS 1.00 49.00 X 0 258512 10993 MARY HANSEN SECRETARY/TREASURER 50.00 0.00 X 242741 0 22106 PAMELA WETZEL AVP/SR. MEDICAL DIRECTOR 50.00 0.00 X 396420 0 17883 JAMES BOWERS MD PHYSICIAN 50.00 0.00 X 680124 0 27535 CRAIG DOPF MD PHYSICIAN 50.00 0.00 X 678958 0 26785 AMY FRANTA MD PHYSICIAN 50.00 0.00 X 637771 0 24542 JARED GREENBERG MD PHYSICIAN 50.00 0.00 X 635638 0 24378 MATTHEW WOLFF MD PHYSICIAN 50.00 0.00 X 644602 0 26638 5878370 4367502 569770 138 0 1 0 TRI NORTH BUILDERS PO BOX 259568 MADISON WI 537259568 CONSTRUCTION 306736 DANE COUNTY CYTOLOGY CENTER 2000 ENGEL ST STE 201 MADISON WI 53713 PURCHASED SERVICES 150283 WI PATHOLOGISTS SC PO BOX 44269 MADISON WI 537444269 PURCHASED SERVICES 136586 TRANE COMPANY 3600 PAMMEL CREEK ROAD LA CROSSE WI 546017599 PURCHASED SERVICES 122971 STRATUM MED INC 102 E MAIN STREET URBANA IL 61801 CONSULTING 104849 0 17733 17733 NET PATIENT REVENUE 900099 54232787 54232787 MGMT & SUPPORT SVCS 900099 1528234 1528234 55761021 601155 601155 27636 0 27636 27636 27636 3385 0 3385 3385 3385 OTHER REVENUE 900099 1882558 1882558 1882558 58293488 57643579 0 632176 2415164 2247740 167424 46661638 43168896 3492742 561902 520153 41749 8605030 7965676 639354 2576214 2384801 191413 203940 164497 39443 -7222 -7222 1548663 1433597 115066 540271 386942 153329 3021755 2164181 857574 163163 116857 46306 27286 19542 7744 3126885 2239475 887410 736570 527531 209039 MEDICAL SUPPLIES 4476279 3205911 1270368 TEST FEES 2391729 2391729 MISCELLANEOUS 1169499 977075 192424 EQUIPMENT RENT AND MAIN 420101 300876 119225 151000 108146 42854 78789867 70323625 8466242 0 1993571 2293389 5379949 5894917 275026 392420 35496133 3126884 43412920 32369249 321360 0 7258284 9138952 58641110 50088927 132521787 153423667 7258284 9138952 139780071 162562619 X -81138961 -112473692 -81138961 -112473692 58641110 50088927 X -20496379 -10838352 X 0 1 X 1 0 X X 1 MERITER HOSPITAL INC 390806367 3 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SCHEDULE A, PART I, LINE 11G(VI): MERITER MEDICAL GROUP IS A MULTISPECIALTY TEAM OFFERING INPATIENT AND OUTPATIENT CARE. MERITER MEDICAL GROUP PHYSICIANS AND ADVANCED PRACTITIONERS PROVIDE CARE IN MERITER PRIMARY AND SPECIALTY CLINICS, MERITER HOSPITAL AND SEVERAL REGIONAL HOSPITALS. ALL PROVIDERS WITH MERITER MEDICAL GROUP ARE MEMBERS OF THE MERITER MEDICAL STAFF WHO REFER PATIENTS TO MERITER HOSPITAL AND CLINICS FOR COORDINATED CARE. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5060030 5060030 16848074 632157 16215917 3558703 401422 3157281 5075348 1022336 4053012 4953978 1070969 3883009 32369249 DEFERRED COMPENSATION 9138952 9138952 DEFERRED COMPENSATION 9138952 9138952 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 2011. 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. X X 1 1 1 1 0 0 0 0 0 0 0 KHOSRO ADIB MD TO 0314 BOARD MEMBER 177033 0 6000 0 161290 0 3815 0 4950 0 353088 0 0 0 KENNETH FELZ MD BOARD MEMBER 188968 0 3226 0 32926 0 3430 0 22553 0 251103 0 0 0 JEREMY JASKUNAS MD BOARD MEMBER 275200 0 5000 0 27060 0 3900 0 20242 0 331402 0 0 0 GEOFFREY PRIEST MD BOARD MEMBER 0 379449 0 121602 0 207827 0 3900 0 20352 0 733130 0 0 KATHERINE SCHMITT MD BOARD MEMBER 323734 0 7000 0 36089 0 3769 0 19842 0 390434 0 0 0 JAMES SHROPSHIRE MD FR 0214 BOARD MEMBER 208705 0 30667 0 4012 0 3688 0 20542 0 267614 0 0 0 SUSAN TOTH MD BOARD MEMBER 443893 0 5550 0 25763 0 3225 0 17029 0 495460 0 0 0 ROBERT TURNGREN PRESIDENT/CHAIR 0 435200 0 154751 0 80953 0 3882 0 24660 0 699446 0 0 PETER THOREEN FR 0714 INTERIM CEO 0 337104 0 81992 0 71438 0 167694 0 20381 0 678609 0 0 JAMES WOODWARD TO 0714 CEO/PRESIDENT 0 317584 0 974120 0 931752 0 3673 0 17383 0 2244512 0 0 BETH ERDMAN CFO MHS 0 194315 0 61269 0 2928 0 3273 0 7720 0 269505 0 0 MARY HANSEN SECRETARY/TREASURER 193696 0 47774 0 1271 0 2547 0 19559 0 264847 0 0 0 PAMELA WETZEL AVP/SR. MEDICAL DIRECTOR 315922 0 79643 0 855 0 2705 0 15178 0 414303 0 0 0 JAMES BOWERS MD PHYSICIAN 543527 0 38114 0 98483 0 3077 0 24458 0 707659 0 0 0 CRAIG DOPF MD PHYSICIAN 600898 0 75000 0 3060 0 1507 0 25278 0 705743 0 0 0 AMY FRANTA MD PHYSICIAN 549879 0 4000 0 83892 0 3429 0 21113 0 662313 0 0 0 JARED GREENBERG MD PHYSICIAN 476934 0 144597 0 14107 0 1731 0 22647 0 660016 0 0 0 MATTHEW WOLFF MD PHYSICIAN 545696 0 55333 0 43573 0 3588 0 23050 0 671240 0 0 0 PART I, LINE 1A FIRST CLASS OR CHARTER TRAVEL: THERE WERE TWO CHARTER FLIGHTS RELATED TO THE AFFILIATION WITH UNITYPOINT HEALTH. HEALTH OR SOCIAL CLUB DUES OR INITIATION FEES: BUSINESS CLUB DUES WERE PAID FOR ONE PERSON. THE BUSINESS CLUB IS AN IRS SECTION 501(C)(7). PART I, LINES 4A-B SEVERANCE PAYMENT OR CHANGE OF CONTROL PAYMENT: SEVERANCE PAYMENTS WERE RECEIVED BY THE FOLLOWING INDIVIDUAL(S): JAMES WOODWARD $299,350. SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN: SELECT INDIVIDUALS PARTICIPATED IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN. ONE INDIVIDUALS WAS PAID SUPPLEMENTAL NONQUALIFIED RETIREMENT: JAMES WOODWARD $430,223. THE FOLLOWING INDIVIDUAL PARTICIPATED IN A NON-QUALIFIED RETIREMENT PLAN WITH THE FOLLOWING CHANGE TO THEIR ACCOUNT: PETER THOREEN $186,878. FORM 990, PART VI, SECTION A, LINE 4 -MERITER HEALTH SERVICES, SOLE MEMBER OF MERITER HOSPITAL, INC. (WHICH IS THE SOLE MEMBER OF MERITER MEDICAL GROUP), AFFILIATED WITH IOWA HEALTH SYSTEM (D/B/A/ UNITYPOINT HEALTH) EFFECTIVE 1/1/2014. -EXCEPT AS EXPRESSLY SET OUT IN THE BYLAWS, MERITER MEDICAL GROUP'S BOARD OF DIRECTORS SHALL RETAIN DISCRETION AND AUTHORITY TO MAKE ALL DECISIONS WITH RESPECT TO THE CORPORATION AND MERITER AFFILIATES. -AMENDMENTS TO GOVERNING DOCUMENTS ARE SUBJECT TO THE APPROVAL OF UNITYPOINT HEALTH, SOLE MEMBER OF MERITER HEALTH SERVICES, INC. -DISTRIBUTIONS OF ASSETS, UPON DISSOLUTION, ARE SUBJECT TO THE APPROVAL OF UNITYPOINT HEALTH, SOLE MEMBER OF MERITER HEALTH SERVICES, INC. FORM 990, PART VI, SECTION A, LINE 6 MERITER HOSPITAL, INC., A TAX-EXEMPT, WISCONSIN NOT-FOR-PROFIT CORPORATION, IS THE SOLE VOTING MEMBER. FORM 990, PART VI, SECTION A, LINE 7A MERITER HOSPITAL, INC., AS SOLE MEMBER, ELECTS ALL MEMBERS OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B MERITER HOSPITAL, INC., AS SOLE MEMBER, SHALL 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) 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; AND E) THE ADMISSION OF ADDITIONAL MEMBERS OF THE CORPORATION. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS PREPARED INTERNALLY BY THE IOWA HEALTH SYSTEM TAX DEPARTMENT USING INFORMATION GATHERED FROM VARIOUS FUNCTIONAL AREAS OF THE ORGANIZATION. EACH SECTION OF THE RETURN IS REVIEWED BY THE RESPONSIBLE FUNCTIONAL AREA ALONG WITH THE TAX DEPARTMENT. A DRAFT COPY OF THE RETURN IS PROVIDED TO THE CFO FOR REVIEW. A FULL COPY OF THE FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C MERITER MEDICAL GROUP, INC. BOARD 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 ANNUAL REVIEW OF ALL COMPENSATION AND BENEFITS PROVIDED TO THE ORGANIZATION'S OFFICERS AND KEY EMPLOYEES, INCLUDING THE IHS CHIEF EXECUTIVE OFFICER (THE "CEO"). THIS ANNUAL 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 APPROXIMATELY THE TOP FIFTY 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 ANNUAL REVIEW OF COMPENSATION AND BENEFITS WAS LAST PERFORMED IN DECEMBER 2014 FOR THE FOLLOWING INDIVIDUALS: BETH ERDMAN, GEOFFREY PRIEST, PETER THOREEN, ROBERT TURNGREN. FOR THE COMPENSATION AND BENEFITS OF THE OTHER PERSONS LISTED ON FORM 990, PART VII, THE MERITER HEALTH SERVICES, INC. BOARD OF DIRECTORS APPROVES COMPENSATION PHILOSOPHY AND STRATEGY. THE BOARD OF DIRECTORS AUTHORIZES A SUB-COMMITTEE OF THE BOARD TO MAKE COMPENSATION DECISIONS WHILE RETAINING OVERSIGHT OF SAID COMMITTEE. EXTERNAL HUMAN RESOURCES CONSULTING FIRM IS ENGAGED BY THE BOARD OF DIRECTORS' SUB-COMMITTEE. THIS FIRM COLLECTS AND REVIEWS ALL ORGANIZATIONAL INFORMATION, COMPENSATION DATA, AND BACKGROUND INFORMATION MATCHING ALL EXECUTIVE POSITIONS TO SURVEY BENCHMARKS. USING THIS INFORMATION THE CONSULTING FIRM PRODUCES ESTIMATED MARKET VALUES FOR EACH EXECUTIVE AND RECOMMENDS ANY NECESSARY CHANGES WITH EXECUTIVE COMPENSATION TO THE BOARD COMMITTEE FOR THEIR DECISION. COMPENSATION FOR NON-EXECUTIVES IS DETERMINED BY THE MERITER COMPENSATION COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST THROUGH THE IOWA HEALTH SYSTEM, OUR PARENT ORGANIZATION, LEGAL DEPARTMENT. THE ORGANIZATION'S CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE PUBLICLY AVAILABLE ON THE IOWA HEALTH SYSTEM WEBSITE, WWW.UNITYPOINT.ORG. FORM 990, PART XI, LINE 9: CHANGES IN PENSION LIABILITY -79,619. FMV PURCHASE ACCOUNTING ADJUSTMENT -10,758,733. 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 II 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 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 II 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 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 II IOWA HEALTH SYSTEM 0 HULT CENTER FOR HEALTHY LIVING INC 5409 N KNOXVILLE AVE PEORIA IL 61614 363510390 HEALTH EDUCATION TO THE COMMUNITY IL 501(C)(3) 170(B)(1) (A)(VI) PROCTOR HOSPITAL 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 8101 BIRCHWOOD COURT JOHNSTON IA 50131 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 II 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 MERITER MEDICAL GROUP INC 202 SOUTH PARK STREET MADISON WI 53715 050545222 SUPPORT SERVICES FOR MEDICAL CARE AND HEALTH SERVICES WI 501(C)(3) 509(A)(3), TYPE II MERITER HOSPITAL INC 0 METHODIST HEALTH SERVICES CORPORATION 221 NORTHEAST GLEN OAK AVENUE PEORIA IL 61636 371111135 SUPPORT AFFILIATES' MISSION TO IMPROVE HEALTH CARE IL 501(C)(3) 509(A)(3), TYPE III IOWA HEALTH SYSTEM 0 METHODIST MEDICAL CENTER FOUNDATION 221 NORTHEAST GLEN OAK AVENUE PEORIA IL 61636 510186460 CHARITABLE FUNDRAISING IL 501(C)(3) 170(B)(1) (A)(VI) METHODIST HEALTH SERVICES CORPORATION 0 METHODIST MEDICAL CENTER OF ILLINOIS 221 NORTHEAST GLEN OAK AVENUE PEORIA IL 61636 370661223 HOSPITAL IL 501(C)(3) 170(B)(1) (A)(III) METHODIST HEALTH SERVICES CORPORATION 0 METHODIST SERVICES INC 221 NORTHEAST GLEN OAK AVENUE PEORIA IL 61636 371111134 OFFICE RENTAL IL 501(C)(3) 509(A)(2) METHODIST HEALTH SERVICES CORPORATION 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 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IOWA HEALTH SYSTEM AND ITS SUBSIDIARIES PROVIDE INPATIENT AND OUTPATIENT CARE AND PHYSICIAN SERVICES FROM SEVENTEEN HOSPITAL FACILITIES AND VARIOUS AMBULATORY SERVICE AND CLINIC LOCATIONS IN IOWA, ILLINOIS AND WISCONSIN. PRIMARY, SECONDARY AND TERTIARY CARE SERVICES ARE PROVIDED TO RESIDENTS OF IOWA, ILLINOIS, WISCONSIN AND ADJACENT STATES. ON APRIL 16, 2013, IOWA HEALTH SYSTEM BEGAN BEING PUBLICLY KNOWN AS UNITYPOINT HEALTH (THE SYSTEM). THIS NAME CHANGE REFLECTS THE TRANSFORMATION OF CLINICAL PROCESSES UNDERWAY WITHIN THE SYSTEM AND THE ADAPTATION TO BETTER ADDRESS THE HEALTH CARE NEEDS OF COMMUNITIES, INCLUDING BUILDING A MODEL OF DELIVERING HEALTH CARE THAT COORDINATES CARE AROUND THE PATIENT WHILE FOCUSING ON IMPROVING THE QUALITY OF CARE AND REDUCING COSTS. THE LEGAL NAME OF THE PARENT REMAINS IOWA HEALTH SYSTEM, WITH THE UNITYPOINT HEALTH NAME REFLECTING A DOING BUSINESS AS (D/B/A).