MERITER HOSPITAL INC: Form 990, tax year 2014

View the entire original 990 at ProPublica ↗

Organization: MERITER HOSPITAL INC (EIN 39-0806367)
Tax period: 2014-01-01 to 2014-12-31
Filed: 2015-11-16
IRS object ID: 201523209349302667
Schema version: 2014v5.0
Source: Download XML · Original 990 at ProPublica

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

Return header
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	2015-11-16T09:30:28-06:00	ReturnTs
Tax Period End	2014-12-31	TaxPeriodEndDt
Return Type	990	ReturnTypeCd
Tax Period Begin	2014-01-01	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	CFO	PersonTitleTxt
Phone	6084176000	PhoneNum
Signature	2015-11-11	SignatureDt

Field	Value	IRS element (for citing)
Tax	2014	TaxYr
Build TS	2016-02-25 16:41:14Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	ARTHUR NIZZA	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	$1,363,190,071	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.MERITER.COM	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	17	VotingMembersGoverningBodyCnt
Voting Members Independent	14	VotingMembersIndependentCnt
Total Employee	3077	TotalEmployeeCnt
Total Volunteers	508	TotalVolunteersCnt
Total Gross UBI	$489,373	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$225,340	PYContributionsGrantsAmt
CY Contributions Grants	$544,696	CYContributionsGrantsAmt
PY Program Service Revenue	$386,834,240	PYProgramServiceRevenueAmt
CY Program Service Revenue	$394,459,556	CYProgramServiceRevenueAmt
PY Investment Income	$10,498,408	PYInvestmentIncomeAmt
CY Investment Income	$30,477,178	CYInvestmentIncomeAmt
PY Other Revenue	$10,034,961	PYOtherRevenueAmt
CY Other Revenue	$3,321,875	CYOtherRevenueAmt
PY Total Revenue	$407,592,949	PYTotalRevenueAmt
CY Total Revenue	$428,803,305	CYTotalRevenueAmt
PY Grants And Similar Paid	$203,518	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$1,195,125	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$183,210,637	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$179,691,393	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$876,418	CYTotalFundraisingExpenseAmt
PY Other Expenses	$167,714,315	PYOtherExpensesAmt
CY Other Expenses	$169,634,269	CYOtherExpensesAmt
PY Total Expenses	$351,128,470	PYTotalExpensesAmt
CY Total Expenses	$350,520,787	CYTotalExpensesAmt
PY Revenues Less Expenses	$56,464,479	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$78,282,518	CYRevenuesLessExpensesAmt
Total Assets BOY	$732,436,308	TotalAssetsBOYAmt
Total Assets EOY	$842,927,895	TotalAssetsEOYAmt
Total Liabilities BOY	$289,641,337	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$340,941,079	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$442,794,971	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$501,986,816	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	MERITER HOSPITAL, INC. IS DEDICATED TO PROVIDING EXCEPTIONAL HEALTH CARE AND LIVING BY ITS MISSION TO HEAL, TEACH AND SERVE.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$309,495,712	ExpenseAmt
Grant	$1,195,125	GrantAmt
Revenue	$393,957,919	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 SANE (SEXUAL ASSAULT NURSE EXAMINER) SERVICES. MERITER IS PROUD TO DELIVER MORE BABIES THAN ANY OTHER HOSPITAL IN WISCONSIN AND RECEIVED NUMEROUS AWARDS IN 2014, INCLUDING HEALTHCARE'S MOST WIRED AWARD (4TH CONSECUTIVE YEAR), CERTIFICATION AS A BABY-FRIENDLY BIRTH FACILITY (8TH CONSECUTIVE YEAR), GOLD ACHIEVEMENT AWARD FOR HEART FAILURE FROM THE AMERICAN HEART ASSOCIATION/AMERICAN STROKE ASSOCIATION (AHA/ASA), ACCREDITATION FOR MERITER MAMMOGRAPHY FROM THE AMERICAN COLLEGE OF RADIOLOGY (ACR), THE NCDR ACTION REGISTRY GWTG PLATINUM AWARD, AND THE NATIONAL RESEARCH CORPORATION TOP PERFORMING ORGANIZATION RECOGNITION.	Desc
Total Program Service Expenses	$309,495,712	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
Temp Or Permanent Endowments	0	TempOrPermanentEndowmentsInd
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	Yes (1)	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 With Officer Ent	0	BusinessRlnWithOfficerEntInd
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	Yes (1)	TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	157	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	3077	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
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	17	GoverningBodyVotingMembersCnt
Independent Voting Member	14	IndependentVotingMemberCnt
Family Or Business Rln	0	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	Yes (1)	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	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 (33 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	OfficerOfficerInd	Key EmployeeKeyEmployeeInd	Highest Compensated EmployeeHighestCompensatedEmployeeInd	Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
DAVID BOYER
BOARD MEMBER	3.00	4.00	Yes (X)	$0	$15,218	$0
JACK COTTON FR 614
BOARD MEMBER	1.00	1.00	Yes (X)	$0	$0	$0
HOLLY CREMER-BERKENSTADT
BOARD MEMBER	1.00	1.00	Yes (X)	$0	$0	$0
SEAN DILWEG
BOARD MEMBER	1.00	1.00	Yes (X)	$0	$0	$0
CATHERINE DURHAM
BOARD MEMBER	1.00	1.00	Yes (X)	$0	$0	$0
BARBARA FINLEY
BOARD MEMBER	1.00	1.00	Yes (X)	$0	$0	$0
MICHAEL GOLDROSEN MD
BOARD MEMBER	1.00	1.00	Yes (X)	$0	$0	$0
VIRGINIA GRAVES
BOARD CHAIR	3.00	4.00	Yes (X)	$12,500	$17,500	$0	Yes (X)
PETAR IGIC MD FR 314
BOARD MEMBER	1.00	1.00	Yes (X)	$0	$0	$0
GEORGE KAMPERSCHROER
BOARD VICE CHAIR	2.00	2.00	Yes (X)	$0	$0	$0	Yes (X)
BRAD MANNING MD
BOARD MEMBER	1.00	1.00	Yes (X)	$0	$0	$0
EILEEN MERSHART
BOARD MEMBER	1.00	1.00	Yes (X)	$0	$0	$0
MARGARET NOREUIL RN PHD
BOARD MEMBER	1.00	1.00	Yes (X)	$0	$0	$0
CATHERINE RANHEIM MD TO 214
BOARD MEMBER	1.00	1.00	Yes (X)	$0	$0	$0
LARRY ROTHSTEIN MD
BOARD MEMBER	1.00	1.00	Yes (X)	$0	$0	$0
JULIE SCHURR MD
BOARD MEMBER	1.00	1.00	Yes (X)	$0	$0	$0
BARBARA SWAN TO 814
BOARD MEMBER	1.00	1.00	Yes (X)	$0	$0	$0
PETER THOREEN FR 714
BOARD MEMBER/INTERIM CEO	1.00	40.00	Yes (X)	$0	$490,534	$188,075	Yes (X)
JAMES WOODWARD TO 714
CEO/PRESIDENT/BOARD MEMBER	15.00	35.00	Yes (X)	$0	$2,223,456	$21,056	Yes (X)
BETH ERDMAN
SECRETARY/TREASURER	35.00	15.00		$0	$258,512	$10,993	Yes (X)
SUSAN ERICKSON
EXECUTIVE/ASST TREASURER	15.00	35.00		$0	$367,586	$22,529	Yes (X)
GEOFFREY PRIEST MD CMOASST SEC
INTERIM PRESIDENT (FR 7/14)	5.00	45.00		$0	$708,878	$24,252	Yes (X)
JAMES ARNETT
EXECUTIVE	15.00	45.00		$0	$231,179	$20,970		Yes (X)
PATRICIA GRUNWALD
CHIEF NURSING OFFICER	45.00	5.00		$0	$432,182	$23,650		Yes (X)
KERRA GUFFEY TO 614
CHIEF INFORMATION OFFICER	38.00	12.00		$0	$332,967	$14,528		Yes (X)
TAMARA SAUNAITIS TO 414
CHIEF HUMAN RESOURCE OFFICER	45.00	5.00		$0	$474,976	$10,228		Yes (X)
LUIS S BRYSH
PHYSICIAN	50.00	0.00		$271,754	$0	$25,487			Yes (X)
SHERRY CASALI
DIR EMERGENCY SERVICES	50.00	0.00		$189,008	$0	$16,853			Yes (X)
WILLIAM J HERBERT
DIR PHARMACY & MTL SVCS	50.00	0.00		$213,214	$0	$23,946			Yes (X)
CHRISTINA JACKSON
DIR PERIOPERATIVE SVCS	50.00	0.00		$179,685	$0	$21,129			Yes (X)
LINDA WONOSKI
DIR CARDIOVASCULAR SVCS	50.00	0.00		$171,002	$0	$26,571			Yes (X)
LINDA HOFF
FORMER OFFICER	0.00	0.00		$0	$581,438	$323				Yes (X)
MARY REINKE
FORMER OFFICER	0.00	0.00		$0	$256,307	$1,046				Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$1,037,163	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$6,390,733	TotReportableCompRltdOrgAmt
Total Other Compensation	$451,636	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	104	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 & TEACHIN	$3,977,870
UW MEDICAL FOUNDATION
750 HIGHLAND AVENUE	MADISON	WI	53792	INTERNS AND RESIDENTS	$2,950,656
EPIC
1979 MILKY WAY LANE	VERONA	WI	53593	INFORMATION SYSTEMS	$2,400,686
UNIVERSITY OF WISCONSIN
750 HIGHLAND AVENUE	MADISON	WI	53792	MEDICAL SERVICES	$2,246,488
JH FINDORFF AND SON INC
300 SOUTH BEDFORD STREET	MADISON	WI	53703	CONSTRUCTION	$1,790,729

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	52	CntrctRcvdGreaterThan100KCnt
Government Grants	$544,696	GovernmentGrantsAmt
Total Contributions	$544,696	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
NET PATIENT REVENUE	900099	$376,158,149	$376,158,149
SUBS & JOINT VENTURES	900099	$7,040,561	$7,040,561
MGMT & SUPPORT SVCS	900099	$1,925,682	$1,925,682

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$9,335,164	TotalRevenueColumnAmt
Related Or Exempt Func Income	$8,634,648	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$36,756	UnrelatedBusinessRevenueAmt
Exclusion	$663,760	ExclusionAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$394,459,556	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$16,625,620	TotalRevenueColumnAmt
Exclusion	$16,625,620	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$2,666,584	RealAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$2,618,670	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$47,914	RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$47,914	TotalRevenueColumnAmt
Unrelated Business Revenue	$86,802	UnrelatedBusinessRevenueAmt
Exclusion	-$38,888	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$944,692,765	SecuritiesAmt
Other	$688,560	OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$931,219,597	SecuritiesAmt
Other	$310,170	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$13,473,168	SecuritiesAmt
Other	$378,390	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$13,851,558	TotalRevenueColumnAmt
Exclusion	$13,851,558	ExclusionAmt

Field	Value	IRS element (for citing)
Gross Sales Of Inventory	$437,208	GrossSalesOfInventoryAmt
Cost Of Goods Sold	$238,329	CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$198,879	TotalRevenueColumnAmt
Related Or Exempt Func Income	$198,879	RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt	ExclusionExclusionAmt
CAFETERIA/FOOD SVCS	722210	$1,242,471	$1,434	$1,241,037
CHILDCARE SERVICES	624410	$1,015,515	$364,381	$651,134
PARKING REVENUE	722100	$817,096		$817,096

Field	Value	IRS element (for citing)
Other Revenue Total	$3,075,082	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$428,803,305	TotalRevenueColumnAmt
Related Or Exempt Func Income	$393,957,919	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$489,373	UnrelatedBusinessRevenueAmt
Exclusion	$33,811,317	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$1,156,125	TotalAmt
Program Services	$1,156,125	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$39,000	TotalAmt
Program Services	$39,000	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	$139,419,755	TotalAmt
Program Services	$133,441,267	ProgramServicesAmt
Management And General	$5,978,488	ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$3,583,232	TotalAmt
Program Services	$3,457,819	ProgramServicesAmt
Management And General	$125,413	ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$26,689,455	TotalAmt
Program Services	$25,755,324	ProgramServicesAmt
Management And General	$934,131	ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$9,986,451	TotalAmt
Program Services	$9,636,925	ProgramServicesAmt
Management And General	$349,526	ManagementAndGeneralAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$16,977,557	TotalAmt
Program Services	$208,521	ProgramServicesAmt
Management And General	$16,769,036	ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$407,971	TotalAmt
Management And General	$407,971	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$19,412,552	TotalAmt
Program Services	$18,530,418	ProgramServicesAmt
Management And General	$882,134	ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$1,840,836	TotalAmt
Program Services	$1,463,036	ProgramServicesAmt
Management And General	$377,800	ManagementAndGeneralAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$11,579,623	TotalAmt
Program Services	$10,984,430	ProgramServicesAmt
Management And General	$595,193	ManagementAndGeneralAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$224,189	TotalAmt
Program Services	$212,666	ProgramServicesAmt
Management And General	$11,523	ManagementAndGeneralAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$8,403,365	TotalAmt
Management And General	$8,403,365	ManagementAndGeneralAmt

Payments To Affiliates PaymentsToAffiliatesGrp

Field	Value	IRS element (for citing)
Total	$875,000	TotalAmt
Fundraising	$875,000	FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$21,760,822	TotalAmt
Program Services	$20,642,316	ProgramServicesAmt
Management And General	$1,118,506	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$865,653	TotalAmt
Program Services	$821,158	ProgramServicesAmt
Management And General	$44,495	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
MEDICAL SUPPLIES	$47,534,560	$45,091,284	$2,443,276
MISCELLANEOUS EXPENSES	$23,414,386	$21,963,278	$1,449,690	$1,418
STATE REVENUE ASSESSMEN	$11,559,346	$11,559,346
EQUIPMENT RENTAL & MAIN	$4,778,409	$4,532,799	$245,610

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$350,520,787	TotalAmt
Program Services	$309,495,712	ProgramServicesAmt
Management And General	$40,148,657	ManagementAndGeneralAmt
Fundraising	$876,418	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$157,101	BOYAmt
EOY	$186,749	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$42,431,403	BOYAmt
EOY	$55,374,648	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$33,050,779	BOYAmt
EOY	$33,644,628	EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
BOY	$147,555,936	BOYAmt
EOY	$150,467,357	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$4,635,740	BOYAmt
EOY	$4,397,117	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$3,465,292	BOYAmt
EOY	$2,325,417	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$257,948,514	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$21,331,530	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$209,940,581	BOYAmt
EOY	$236,616,984	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$252,846,623	BOYAmt
EOY	$297,179,041	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$38,352,853	BOYAmt
EOY	$62,735,954	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$732,436,308	BOYAmt
EOY	$842,927,895	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$43,012,846	BOYAmt
EOY	$47,357,917	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$28,867	BOYAmt
EOY	$4,202	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$215,663,272	BOYAmt
EOY	$0	EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$11,468,856	BOYAmt
EOY	$7,839,985	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$19,467,496	BOYAmt
EOY	$285,738,975	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$289,641,337	BOYAmt
EOY	$340,941,079	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$437,286,276	BOYAmt
EOY	$497,421,321	EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$5,204,693	BOYAmt
EOY	$4,261,493	EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$304,002	BOYAmt
EOY	$304,002	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$442,794,971	BOYAmt
EOY	$501,986,816	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$732,436,308	BOYAmt
EOY	$842,927,895	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$78,282,518	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	-$10,770,259	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	-$8,320,414	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	$54,714,033	OtherCostOrOtherBasisAmt
Book Value	$54,714,033	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$136,492,259	OtherCostOrOtherBasisAmt
Depreciation	$9,660,431	DepreciationAmt
Book Value	$126,831,828	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$1,051,776	OtherCostOrOtherBasisAmt
Depreciation	$53,617	DepreciationAmt
Book Value	$998,159	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$56,658,037	OtherCostOrOtherBasisAmt
Depreciation	$11,133,392	DepreciationAmt
Book Value	$45,524,645	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$9,032,409	OtherCostOrOtherBasisAmt
Depreciation	$484,090	DepreciationAmt
Book Value	$8,548,319	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$236,616,984	TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (3 entries)

DescDesc	Book ValueBookValueAmt
DUE FROM AFFILIATES	$6,791,660
OTHER LONG-TERM ASSETS	$309,386
INVESTMENT IN JOINT VENTURES	$55,634,908

Field	Value	IRS element (for citing)
Total Book Value Other Assets	$62,735,954	TotalBookValueOtherAssetsAmt
Federal Income Tax Liability	-$34,346	FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)

DescDesc	AmtAmt
RETIREMENT LIABILITY	$79,271,063
HEALTH & WELFARE INS RESERVES	$1,017,704
ASSET RETIREMENT OBLIGATION	$735,843
DUE TO AFFILIATES	$204,748,711

Field	Value	IRS element (for citing)
Total Liability	$285,738,975	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 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.	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
Percent200	Yes (X)	Percent200Ind
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	500.000000000000	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)
Persons Served	18521	PersonsServedCnt
Total Community Benefit Expns	$4,326,552	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$0	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$4,326,552	NetCommunityBenefitExpnsAmt
Total Expense	0.01230	TotalExpensePct

Unreimbursed Medicaid UnreimbursedMedicaidGrp

Field	Value	IRS element (for citing)
Persons Served	26999	PersonsServedCnt
Total Community Benefit Expns	$64,171,766	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$44,650,871	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$19,520,895	NetCommunityBenefitExpnsAmt
Total Expense	0.05570	TotalExpensePct

Unreimbursed Costs UnreimbursedCostsGrp

Field	Value	IRS element (for citing)
Persons Served	568	PersonsServedCnt
Total Community Benefit Expns	$1,172,058	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$817,825	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$354,233	NetCommunityBenefitExpnsAmt
Total Expense	0.00100	TotalExpensePct

Total Financial Assistance Typ TotalFinancialAssistanceTyp

Field	Value	IRS element (for citing)
Persons Served	46088	PersonsServedCnt
Total Community Benefit Expns	$69,670,376	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$45,468,696	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$24,201,680	NetCommunityBenefitExpnsAmt
Total Expense	0.06900	TotalExpensePct

Community Health Services CommunityHealthServicesGrp

Field	Value	IRS element (for citing)
Persons Served	6680	PersonsServedCnt
Total Community Benefit Expns	$1,572,316	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$9,615	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$1,562,701	NetCommunityBenefitExpnsAmt
Total Expense	0.00450	TotalExpensePct

Health Professions Education HealthProfessionsEducationGrp

Field	Value	IRS element (for citing)
Persons Served	5762	PersonsServedCnt
Total Community Benefit Expns	$6,164,599	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$12,815	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$6,151,784	NetCommunityBenefitExpnsAmt
Total Expense	0.01760	TotalExpensePct

Subsidized Health Services SubsidizedHealthServicesGrp

Field	Value	IRS element (for citing)
Persons Served	5608	PersonsServedCnt
Total Community Benefit Expns	$1,844,000	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$0	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$1,844,000	NetCommunityBenefitExpnsAmt
Total Expense	0.00530	TotalExpensePct

Cash And In Kind Contributions CashAndInKindContributionsGrp

Field	Value	IRS element (for citing)
Persons Served	6462	PersonsServedCnt
Total Community Benefit Expns	$886,130	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$2,500	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$883,630	NetCommunityBenefitExpnsAmt
Total Expense	0.00250	TotalExpensePct

Total Other Benefits TotalOtherBenefitsGrp

Field	Value	IRS element (for citing)
Persons Served	24512	PersonsServedCnt
Total Community Benefit Expns	$10,467,045	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$24,930	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$10,442,115	NetCommunityBenefitExpnsAmt
Total Expense	0.02990	TotalExpensePct

Total Community Benefits TotalCommunityBenefitsGrp

Field	Value	IRS element (for citing)
Persons Served	70600	PersonsServedCnt
Total Community Benefit Expns	$80,137,421	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$45,493,626	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$34,643,795	NetCommunityBenefitExpnsAmt
Total Expense	0.09890	TotalExpensePct

Economic Development EconomicDevelopmentGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$3,382	TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns	$3,382	NetCommunityBenefitExpnsAmt
Total Expense	0.00000	TotalExpensePct

Community Support CommunitySupportGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$17,939	TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns	$17,939	NetCommunityBenefitExpnsAmt
Total Expense	0.00010	TotalExpensePct

Environmental Improvements EnvironmentalImprovementsGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$519,510	TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns	$519,510	NetCommunityBenefitExpnsAmt
Total Expense	0.00150	TotalExpensePct

Coalition Building CoalitionBuildingGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$36,330	TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns	$36,330	NetCommunityBenefitExpnsAmt
Total Expense	0.00010	TotalExpensePct

Workforce Development WorkforceDevelopmentGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$3,712	TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns	$3,712	NetCommunityBenefitExpnsAmt
Total Expense	0.00000	TotalExpensePct

Total Communtity Building Acty TotalCommuntityBuildingActyGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$580,873	TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns	$580,873	NetCommunityBenefitExpnsAmt
Total Expense	0.00170	TotalExpensePct

Field	Value	IRS element (for citing)
Bad Debt Expense Reported	0	BadDebtExpenseReportedInd
Bad Debt Expense	$1,098,719	BadDebtExpenseAmt
Bad Debt Expense Attributable	$0	BadDebtExpenseAttributableAmt
Reimbursed By Medicare	$84,160,269	ReimbursedByMedicareAmt
Cost Of Care Reimbursed By Medcr	$93,597,632	CostOfCareReimbursedByMedcrAmt
Medicare Surplus Or Shortfall	-$9,437,363	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.MERITER.COM	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
Information Gaps	Yes (X)	InformationGapsInd
CHNA Conducted	12	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	WWW.MERITER.COM	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	13	ImplementationStrategyAdptYr
Strategy Posted Website	0	StrategyPostedWebsiteInd
Strategy Attached	Yes (1)	StrategyAttachedInd
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	200.000000000000	FPGFamilyIncmLmtFreeCarePct
FPG Family Incm Lmt Dscnt Care	500.000000000000	FPGFamilyIncmLmtDscntCarePct
Income Level Criteria	Yes (X)	IncomeLevelCriteriaInd
Asset Level Criteria	Yes (X)	AssetLevelCriteriaInd
Medical Indigency Criteria	Yes (X)	MedicalIndigencyCriteriaInd
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 App Available On Website	Yes (X)	FAPAppAvailableOnWebsiteInd
FAP Avlbl On Request No Charge	Yes (X)	FAPAvlblOnRequestNoChargeInd
FAP App Avlbl On Request No Chrg	Yes (X)	FAPAppAvlblOnRequestNoChrgInd
FAP Notice Displayed	Yes (X)	FAPNoticeDisplayedInd
FAP Actions On Nonpayment	Yes (1)	FAPActionsOnNonpaymentInd
Permit No Actions	Yes (X)	PermitNoActionsInd
Collection Activities	0	CollectionActivitiesInd
FAP Notified Upon Admission	Yes (X)	FAPNotifiedUponAdmissionInd
FAP Notified Before Discharge	Yes (X)	FAPNotifiedBeforeDischargeInd
FAP Notified All Patients	Yes (X)	FAPNotifiedAllPatientsInd
Documented Elig Determination	Yes (X)	DocumentedEligDeterminationInd
Nondis Emergency Care Policy	Yes (1)	NondisEmergencyCarePolicyInd
Average Negotiated Rates	Yes (X)	AverageNegotiatedRatesInd
Amounts Generally Billed	0	AmountsGenerallyBilledInd
Gross Charges	0	GrossChargesInd

Supplemental Information SupplementalInformationGrp (4 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
MERITER HOSPITAL, INC.	PART V, SECTION B, LINE 5: FOUR FOCUS GROUPS WERE SCHEDULED IN AUGUST 2012 TO SEEK INPUT AND PRIORITIZE THE HEALTH ISSUES. HEALTHY DANE USED THE HEALTHY PEOPLE 2020 CATEGORIES TO GUIDE THE INVITATION LIST OF KEY COMMUNITY STAKEHOLDERS. FORTY-ONE COMMUNITY STAKEHOLDERS PARTICIPATED IN THE FOCUS GROUPS. A HEALTHY DANE MEMBER SERVED AS THE FOCUS GROUP HOST AND PRESENTED HCI DATA ON THE TOP SIX HEALTH ISSUES. FOCUS GROUP MEMBERS WERE ASKED TO COMPLETE A COMMUNITY ADVISORY PRIORITIZATION MATRIX AND SELECT THE RATING (5-STRONGLY AGREE, 4-AGREE, 3-NEUTRAL, 2-DISAGREE, 1-STRONGLY DISAGREE) THAT BEST DESCRIBED THEIR AGREEMENT WITH THE FOLLOWING STATEMENTS:-IN MY OPINION, THIS IS A SERIOUS HEALTH NEED WITHIN THIS COMMUNITY (SEVERITY)-IN MY OPINION, ADDRESSING THIS HEALTH NEED IS VERY IMPORTANT TO THIS COMMUNITY (IMPORTANCE)-IN MY OPINION, ADDRESSING THIS HEALTH NEED WILL IMPROVE THE QUALITY OF LIFE WITHIN THIS COMMUNITY (IMPACT)-IN MY OPINION, THERE ARE NO RESOURCES FOR ADDRESSING THIS HEALTH NEED WITHIN THIS COMMUNITY (EXISTING RESOURCES)ATTENDEES INCLUDED:BOB POWER, EXEC DIREC,COLONIAL CLUB SENIOR CENTER; CHRISTINE RADER, DIVISION DIR,MARCH OF DIMES; BONNIE LOUGHRAN, EXEC DIR,NAMI OF DANE COUNTY; BRENDA DOTTL, RN,STOUGHTON HOSPITAL HOME HEALTH; ALISON PRANGE, EXEC DIR,AMERICAN CANCER SOCIETY; CARRIE WALL, EXEC DIR, YMCA OF DANE COUNTY; NICOLE L VESELY, PROGRAM COORD UW HEALTH; JENNIFER ELLESTAD, COMM ADVOCACY, DEAN CLINIC; KRISTIN BURKI, DIRECTOR OF SERVICES,DOMESTIC ABUSE INTERVENTION SERVICES; SALLY ZIRBEL DONISCH, HEALTH SERVICES,MADISON METROPOLITAN SCHOOL DISTRICT; BRADLEY D. SCHROEDER, EMPLOYEE BENEFIT SPECIALIST,STOUGHTON BUSINESS OWNER-INSURANCE; CINDY MCGLYNN, DIRECTOR,STOUGHTON SENIOR CENTER; AMY L. MILLER, COMMUNITY EDUCATION DIRECTOR,OREGON SCHOOL DISTRICT; DONNA OLSON, MAYOR,CITY OF STOUGHTON-GOVERNMENT; CATHY RIGDON, DIRECTOR, STOUGHTON EMERGENCY MANAGEMENT SERVICES; LYNN GREEN, EXEC DIR, DANE COUNTY HUMAN SERVICES; DR. FLOYD ROSE, EXEC DIR,100 BLACK MEN OF MADISON; KELLY ANDERSON, EXEC DIR, RAPE CRISIS CENTER; MICHELLE HEITZINGER, EXEC DIR, SUSAN G. KOMEN OF SOUTH CENTRAL WI; EVA BRUMMEL, LEARNING COORDINATOR,WISCONSIN PERINATAL ASSOCIATION; DAN FOLEY, EXEC DIR, NEIGHBORHOOD HOUSE COMMUNITY CENTER; BOBBY PETERSON, EXEC DIR, ABC FOR HEALTH; PENNY KASPRZAK, ASSOC DIRL AMERICAN DIABETES ASSOCIATION; SHIVA BIDAR-SIELAFF, CO-CHAIR, LATINO HEALTH COUNCIL; TOM LUEDTKE, CORP EVENTS DIR, AMERICAN HEART ASSOCIATION; LANNIA SYREN STENZ, EXEC DIR,GILDA'S CLUB OF MADISON; KEN TAYLOR, EXEC DIR, WISCONSIN COUNCIL ON CHILDREN AND FAMILIES; SANDY ERICKSON, DIRECTOR COMMUNITY IMPACT, UNITED WAY DANE COUNTY; STEVE HINIKER, EXEC DIR, 1000 FRIENDSKENT CRAIG, EXEC DIR, CENTRO HISPANO; MURIEL NAGLE, DIRECTOR OF HEALTH PROMOTION,UNIVERSITY HEALTH SERVICES; LORRI WENDORF-CORRIGAN, NEIGHORHOOD SERVICES COORD, COMMUNITY DEVELOPMENT DIVISION, CITY OF MADISON; JULIE WILLEMS VAN DIJK, RN, PHD UW-MADISON, POPULATION HEALTH DEPT.
MERITER HOSPITAL, INC.	PART V, SECTION B, LINE 6A: UNIVERSITY OF WISCONSIN HOSPITAL AND CLINICS, ST. MARY'S HOSPITAL - SSM HEALTHCARE, STOUGHTON HOSPITAL
MERITER HOSPITAL, INC.	PART V, SECTION B, LINE 7D: THE HOSPITAL CONDUCTED A PUBLIC LAUNCH OF A HEALTHDANE WEBSITE - IN ADDITION TO POSTING ON MERITER.COM
MERITER HOSPITAL, INC.	PART V, SECTION B, LINE 11: TO ADDRESS THE NEEDS SELECTED FOR FOCUS, MERITER SHIFTED FINANCIAL RESOURCES WITHIN ITS COMMUNITY SUPPORT TO EMPHASIZE EFFORTS THAT ADDRESSED TYPE 2 DIABETES AND HEALTHY BIRTH OUTCOMES. ORGANIZATIONS RECEIVING FUNDS FOCUSED ON BRINGING HEALTHY FOOD INTO LOW-INCOME FOOD DESSERT NEIGHBORHOODS, EXPANDING SAFE SLEEP EDUCATION, SMOKING CESSATION FOR PREGNANT WOMEN, COMMUNITY BASED DIABETES EDUCATION, AND LOCAL CHILDHOOD OBESITY PREVENTION EFFORT. SUPPORT WAS SPECIFICALLY FOCUSED ON COMMUNITIES OF GREATEST NEED AND WITH DISPARATE HEALTH OUTCOMES. MERITER HAD ALSO ADOPTED MENTAL HEALTH AND ORAL HEALTH AS A SECONDARY FOCUS, AS THE ORGANIZATION HAD PROGRAMMATIC SERVICES SERVING THESE NEEDS AND UNIQUE TO MERITER. SPECIFICALLY, MERITER HOUSED THE ONLY DENTAL PROGRAM IN THE STATE OF WISCONSIN WHICH SERVED THE NEEDS OF DISABLED ADULTS AND CHILDREN WHO NEEDS DENTAL CARE UNDER ANESTHESIA. THIS PROGRAM ALSO PROVIDED COMPREHENSIVE DENTAL CARE AND A DENTAL HOME TO CHILDREN AND ADULTS ON MEDICAL ASSISTANCE. MERITER IS AMONG THE FEW IN THE COUNTY THAT OFFERS DENTAL CARE TO THIS GROUP. MERITER ALSO HAD THE ONLY INPATIENT CHILD AND ADOLESCENT PSYCHIATRY PROGRAM WITHIN ITS REGION OF THE STATE AND THE ONLY STREET MEDICINE PROGRAM SERVING HOMELESS INDIVIDUALS, MANY OF WHOM HAVE MENTAL HEALTH DIAGNOSIS OR CONCERNS. MERITER DOES NOT ADDRESS ALL NEEDS IDENTIFIED IN THE ASSESSMENT. THESE AREAS INCLUDE: CANCER, SEXUALLY TRANSMITTED INFECTIONS, STROKE/UNCONTROLLED HYPERTENSION, ASTHMA , DRUGS/UNINTENTIONAL POISONINGS. MANY OF THESE CONCERNS ARE BEING ADDRESSED BY MERITER AND OTHER COMMUNITY ORGANIZATIONS THROUGH PROGRAMS AND SERVICES ALTHOUGH NOT AS A PRIORTITY AREA. AS MERITER FOCUSES ON THE MANY FACTORS ITS PRIORITY AREAS AFFECTING BIRTH OUTCOMES AND DIABETES, AREAS SUCH AS HYPERTENSION, CANCER AND ASTHMA WILL LIKELY BE IMPROVED FROM THE EFFORTS. CERTAINLY, THESE HEALTH NEEDS ARE IMPORTANT AND MERIT FOCUSED ATTENTION. HOWEVER, DUE TO LIMITED RESOURCES, MERITER CANNOT ADDRESS ALL CONCERNS AT THE SAME LEVEL WITHIN THIS IMPLEMENTATION PLAN. FURTHERMORE, SOME OF THE ISSUES ARE BEING ADDRESSED BY OTHER HOSPITALS IN THE AREA (SPECIFICALLY ASTHMA AND HYPERTENSITON).

Field	Value	IRS element (for citing)
Facility	7	FacilityNum

Oth Hlth Care Fclts Not Hospital OthHlthCareFcltsNotHospitalGrp

Oth Hlth Care Fclts OthHlthCareFcltsGrp (7 entries)

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

Supplemental Information Detail SupplementalInformationDetail (14 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART I, LINE 6A:	A COMMUNITY BENEFIT REPORT IS FILED ON BEHALF OF MERITER HEALTH SERVICES; MERITER HOSPITAL IS A SUBSIDIARY. THE COMMUNITY BENEFIT TEXT IN THIS RETURN REPRESENTS THE HOSPITAL.
PART I, LINE 7:	THE RATIO OF COSTS TO CHARGES IS BASED ON WORKSHEET 3 OF SCHEDULE H.
PART I, LN 7 COL(F):	BAD DEBT EXPENSE OF $3,035,386 IS NOT INCLUDED IN THE TOTALOPERATING EXPENSES FOR PURPOSES OF CALCULATING THE PERCECNTAGE OF TOTALEXPENSE IN PART I, LINE 7, COLUMN F.
PART II, COMMUNITY BUILDING ACTIVITIES:	MERITER STRIVES TO HELP CREATE A HEALTHY COMMUNITY INCLUDING A SAFE ENVIRONMENT, INTERCONNECTED NEIGHBORHOODS WITH ADEQUATE AND AFFORDABLE HOUSING, STRONG SCHOOLS AND A PREPARED AND DIVERSE WORKFORCE.THROUGH PARTNERSHIPS WITH AREA NON-PROFIT ORGANIZATIONS AND COMMUNITY GROUPS, MERITER IS WORKING TO STRENGTHEN THE COMMUNITY THROUGH SPONSORSHIPS AND INVOLVEMENT IN BAYVIEW COMMUNITY FOUNDATION, GREENBUSH DAY COMMUNITY CELEBRATION, NEIGHBORHOOD HOUSE, AND HABITAT FOR HUMANITY, AND SUPPORT OF A NEIGHBORHOOD HOUSING INITIATIVE. ALL OF THESE GROUPS, AND OTHERS, CREATE OPPORTUNITIES FOR SAFE AND AFFORDABLE HOUSING, FAMILY-BASED EVENTS, AND STRENGTHENING THE NEIGHBORHOODS THROUGH RAISING AWARENESS OF COMMUNITY RESOURCES AND NEIGHBORHOOD ASSETS. NEIGHBORHOOD HOUSE, IN PARTICULAR, HAS EXPANDED ITS AFTERSCHOOL ACTIVITIES AND SUMMER CAMP PROGRAM. THIS PROGRAM INTRODUCED CHILDREN TO AREAS OF THE COMMUNITY MANY HADN'T EXPERIENCED INCLUDING FIELD TRIPS TO THE UNIVERSITY, ZOO AND TO A LOCAL COMMUNITY GARDEN. BAYVIEW FOUNDATION IS PART OF BAYVIEW TOWNHOMES, A CDA HOUSING COMMUNITY LOCATED NEXT TO MERITER. THE VAST MAJORITY OF BAYVIEW RESIDENTS ARE IMMIGRANTS WITH APPROXIMATELY 80% OF THE TOTAL RESIDENTS IDENTIFYING AS HMONG. THE FOUNDATION'S AFTER-SCHOOL, SCHOOL -AGE AND OTHER PROGRAMS ARE VITALLY IMPORTANT TO ASSISTING THE FAMILIES AND THE CHILDREN WITH ASSIMILATION. THE PROGRAMS PROVIDE AFTER-SCHOOL TUTORING, COMPUTER SKILLS, ENGLISH LANGUAGE COMPETENCY AND SCHOOL READINESS, SUMMER EDUCATIONAL PROGRAMS AND A FREE LENDING LIBRARY. WITHOUT THESE PROGRAMS, THE CHILDREN IN BAYVIEW WOULD FALL DISASTROUSLY BEHIND IN SCHOOL AND LACK THE SOCIAL SKILLS NEEDED FOR ACADEMIC AND EMPLOYMENT SUCCESS. THEY WOULD STRUGGLE WITH BASIC LITERACY, SEVERELY IMPAIRING THEIR ABILITY TO EARN A LIVING OR READ A PHYSICIAN'S INSTRUCTIONS. IT IS WELL DOCUMENTED THAT LITERACY AND EMPLOYMENT STATUS HAVE AN IMPACT ON HEALTH AS A SOCIAL DETERMINANT. MERITER'S EFFORTS IN SUPPORT OF BAYVIEW FOUNDATION, NEIGHBORHOOD HOUSE AND OTHER PROGRAMS ASSOCIATED WITH EMPLOYMENT ARE INVESTMENTS IN THE FUTURE OF THE COMMUNITY. WE HOPE TO CREATE A MORE EDUCATED AND BETTER PREPARED COMMUNITY - WHICH WILL BE HEALTHIER.MERITER LED THE WAY IN ESTABLISHING A WORK-FORCE HOUSING INITIATIVE FOR A RAPIDLY CHANGING NEIGHBORHOOD. THE INITIATIVE, WHICH INCLUDES PARTNERS FROM OTHER AREA EMPLOYERS, HAS GROWN IN TO A SEPARATE ORGANIZATION WHICH PROVIDES HOME-BUYER EDUCATION, BUDGETING, AND OTHER FINANCIAL LITERACY. FINALLY, MERITER IS WORKING WITH COMMUNITY GROUPS SUCH AS THE URBAN LEAGUE TO FUND TRAINING PROGRAMS, SCHOLARSHIPS AND TUTORING PROGRAMS. THROUGH SUPPORT OF EDUCATIONAL PROGRAMS, MERITER IS HELPING INCREASE JOB OPPORTUNITIES FOR AREA RESIDENTS, THEREBY INCREASING JOB SECURITY.
PART III, LINE 3:	AFTER SATISFACTION OF AMOUNTS DUE FROM INSURANCE AND REASONABLE EFFORTS TO COLLECT FROM THE PATIENT HAVE BEEN EXHAUSTED, MERITER FOLLOWS ESTABLISHED GUIDELINES FOR PLACING CERTAIN PAST-DUE PATIENT BALANCES WITHIN COLLECTION AGENCIES, SUBJECT TO THE TERMS OF CERTAIN RESTRICTIONS ON COLLECTION EFFORTS AS DETERMINED MERITER. ACCOUNTS RECEIVABLE ARE WRITTEN OFF AFTER COLLECTION EFFORTS HAVE BEEN FOLLOWED IN ACCORDANCE WITH THE MERITER'S POLICIES. AFTER APPLYING THE COST-TO-CHARGE RATION, THE SHARE OF BAD DEBT EXPENSE IN 2014 WAS $3,036,000 AT CHARGED ($1,098,719 AT COST).
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.
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 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:	WE NOTIFY PATIENTS OF THEIR FINANCIAL RESPONSIBILITY AS WELL AS OUR CHARITY CARE POLICY. OUR COLLECTION AGENCIES ARE EDUCATED ON OUR FAHCP (FINANCIAL ASSISTANCE FOR HEALTH CARE PROGRAM) AND WE FOLLOW WHA (WISCONSIN HOSPITAL ASSOCIATION) GUIDELINES. OUR POLICY STATES "PATIENT ACCOUNTS IN THE PROCESS OF FINANCIAL AID REVIEW WILL NOT KNOWINGLY BE SENT TO COLLECTIONS."
PART VI, LINE 2:	MERITER JOINED THREE OTHER HOSPITALS IN DANE COUNTY, UNIVERSITY OF WISCONSIN HOSPITAL AND CLINICS, STOUGHTON HOSPITAL, AND ST. MARY'S - SSM OF WISCONSIN, ALONG WITH PUBLIC HEALTH MADISON AND DANE COUNTY IN THE ASSESSMENT OF THE HEALTH OF DANE COUNTY. SECONDARY DATA WAS COLLECTED AND AGGREGATED BY HEALTHY COMMUNITIES INSTITUTE. THE DATA WAS VERIFIED IN COMMUNITY FOCUS GROUPS AND THE GROUPS PROVIDED INSIGHT AND IDEAS TO ADDRESS IDENTIFIED NEEDS.
PART VI, LINE 3:	WE NOTIFY PATIENTS OF THEIR FINANCIAL RESPONSIBILITY AS WELL AS OUR CHARITY CARE POLICY. OUR COLLECTION AGENCIES ARE EDUCATED ON OUR FAHCP (FINANCIAL ASSISTANCE FOR HEALTH CARE PROGRAM) AND WE FOLLOW WHA (WISCONSIN HOSPITAL ASSOCIATION) GUIDELINES. OUR POLICY STATES "PATIENT ACCOUNTS IN THE PROCESS OF FINANCIAL AID REVIEW WILL NOT KNOWINGLY BE SENT TO COLLECTIONS."
PART VI, LINE 4:	DANE COUNTY IS THE SECOND MOST DENSELY POPULATED COUNTY IN WISCONSIN, AND MADISON IS THE SECOND LARGEST CITY IN THE STATE. THE POPULATION OF DANE COUNTY GREW 14.4% BETWEEN 2000 AND 2010, BRINGING THE TOTAL POPULATION TO 488,073. MADISON HAS 233,209 RESIDENTS, ALMOST HALF OF THE COUNTY'S POPULATION. AMONG ITS RESIDENTS ARE MORE THAN 42,000 UW STUDENTS.THE ETHNIC/RACIAL DEMOGRAPHICS OF DANE COUNTY ARE CHANGING. SINCE 2000, THE PERCENTAGE OF THE POPULATION THAT IS WHITE DECREASED FROM 87.4% TO 81.9%. THE GREATEST GROWTH AMONG MINORITY GROUPS WAS SEEN IN THE HISPANIC POPULATION. COMPARED WITH WISCONSIN AS A WHOLE, DANE COUNTY HAS MORE ETHNIC DIVERSITY, A LARGER PERCENT OF FOREIGN-BORN RESIDENTS (7.4%), AND A LARGER PERCENT THAT SPEAKS A LANGUAGE OTHER THAN ENGLISH IN THE HOME (11% IN DANE COUNTY; 14.8% IN MADISON). MINORITIES ARE MORE CONCENTRATED IN THE CITY OF MADISON. OVER HALF OF ALL STUDENTS IN MADISON PUBLIC SCHOOLS ARE OF RACIAL/ETHNIC MINORITY GROUPS. HMONG ARE ONE OF THE LARGEST ASIAN GROUPS IN DANE COUNTY, AND DANE COUNTY HAS ONE OF THE LARGEST HMONG POPULATIONS IN WISCONSIN. EXAMINATION OF DATA FOR DANE COUNTY REVEALS A LARGE GAP IN EDUCATION AND INCOME BETWEEN AN AFFLUENT MAJORITY POPULATION AND A GROWING LOW-INCOME, LESS EDUCATED POPULATION. THE PERCENT OF THE POPULATION THAT HAS AT LEAST A BACHELOR'S DEGREE IS MUCH HIGHER IN DANE COUNTY THAN IN WISCONSIN AND THE U.S., AND IT IS HIGHER YET IN MADISON (DANE COUNTY 45.4%, MADISON 52.2%, WISCONSIN 25.8%, U.S. 27.9%).8 HOWEVER, DANE COUNTY'S CURRENT 86% HIGH SCHOOL GRADUATION RATE IS ONE OF THE LOWEST AMONG WISCONSIN COUNTIES. 9 LATELY, MUCH ATTENTION HAS BEEN PAID TO THE "ACHIEVEMENT GAP" AND LOWER GRADUATION RATES FOR SOME RACIAL MINORITY GROUPS IN MADISON, BUT OTHER OF DANE COUNTY'S 16 PUBLIC SCHOOL DISTRICTS FACE THE SAME CHALLENGE. IN 2011, THE FOUR-YEAR GRADUATION RATE FOR ALL STUDENTS IN THE MADISON METROPOLITAN SCHOOL DISTRICT WAS 73.7% (NOT INCLUDING GED OR OTHER HIGH SCHOOL CERTIFICATES) BUT THERE WAS CONSIDERABLE VARIATION BY RACIAL GROUP.THE MEDIAN HOUSEHOLD INCOME FOR DANE COUNTY IS $60,519 AS COMPARED TO $51,598 IN WISCONSIN.11 MADISON'S MEDIAN HOUSEHOLD INCOME IS $52,550, WHICH IS LOWER THAN HOUSEHOLD INCOMES IN THE REMAINDER OF DANE COUNTY. DESPITE THE HIGH MEDIAN HOUSEHOLD INCOME AND A RELATIVELY LOW UNEMPLOYMENT RATE (5.4%), DANE COUNTY IS FACED WITH AN INCREASING NUMBER OF PEOPLE LIVING IN POVERTY. 11.6% OF DANE COUNTY RESIDENTS LIVE BELOW THE FEDERAL POVERTY LEVEL (2006-2010), A STATISTIC THAT IS COMPARABLE TO THE STATE POVERTY RATE.13 IN MADISON, THE POVERTY RATE IS HIGHER AT 17.9%.14 ACCORDING TO THE CENTER ON WISCONSIN STRATEGY, 31.5% OF STUDENTS IN DANE COUNTY ARE ELIGIBLE FOR FEDERAL FREE OR REDUCED-PRICE SCHOOL LUNCH IN 2012, AN INCREASE FROM 2000 WHEN ONLY 17.4% OF STUDENTS WERE ELIGIBLE. IN THE CITY OF MADISON, OVER HALF OF ALL PUBLIC SCHOOL STUDENTS ARE ELIGIBLE. POVERTY LEVELS ARE PARTICULARLY STRIKING FOR CHILDREN IN THE COUNTY.TO BE EFFECTIVE, HEALTH PROGRAMS MUST BE MEETING A TANGIBLE NEED OF THE COMMUNITY. TO MEET THE NEED, THEY MUST BE PRESENTED TO AND ACCESSIBLE BY THE VERY PEOPLE WHO NEED THEM MOST. A STUDY OF DEMOGRAPHICS IS NECESSARY TO ENLIGHTEN THE PLANNING AND MARKETING PROCESS AND, ULTIMATELY, TO MOVE THE DIAL TOWARD BETTER COMMUNITY HEALTH.
PART VI, LINE 5:	MERITER IS A LOCALLY MANAGED AND A LOCALLY GOVERNED HOSPITAL. THE COMMUNITY-BASED BOARD OF DIRECTORS IS COMMITTED TO PROTECTING THE HEALTH OF THE COMMUNITY THROUGH SUSTAINING SEVERAL OF MERITER'S PROGRAMS AND SERVICES THAT ONLY MERITER PROVIDES. SEVERAL YEARS AGO, THE BOARD MADE A PLEDGE TO CONTINUE TO PROVIDE CHILD AND ADOLESCENT PSYCHIATRIC SERVICES EVEN WHEN OTHER PROVIDERS CHOSE NOT TO PROVIDE SUPPORT. SIMILARLY, MERITER PROVIDES THE ONLY HOSPITAL BASED DENTAL RESIDENCY PROGRAM IN THE AREA. THIS SERVICE OFFERS AN OPTION FOR THOSE WHO CANNOT BE SEEN IN A STANDARD DENTAL OFFICE WHETHER THAT REASON IS FOR AN ILLNESS OR A BEHAVIORAL OR COGNITIVE DISABILITY. FURTHERMORE, THE MERITER'S DENTAL CLINIC IS ONE OF ONLY A HANDFUL OF DENTAL CLINICS INT EH COUNTY THAT ACCEPTS MEDICAL ASSISTANCE. BOTH OF THESE SERVICES OFTEN OPERATE AT A LOSS FOR THE ORGANIZATION. HOWEVER, THE BOARD AND LEADERSHIP ARE COMMITTED TO ENSURING THAT MERITER CONTINUE TO PROVIDE THIS RESOURCE TO THE COMMUNITY.
PART VI, LINE 6:	THE HOSPITAL IS PART OF IOWA HEALTH SYSTEM (D/B/A UNITYPOINT HEALTH). INITIALLY FORMED IN 1994, UNITYPOINT HEALTH IS THE STATE'S FIRST AND LARGEST INTEGRATED HEALTH SYSTEM, SERVING NEARLY ONE OF EVERY THREE PATIENTS IN IOWA. THROUGH RELATIONSHIPS WITH 32 HOSPITALS IN METROPOLITAN AND RURAL COMMUNITIES AND MORE THAN 280 PHYSICIAN CLINICS, UNITYPOINT HEALTH PROVIDES CARE THROUGHOUT IOWA, ILLINOIS, AND SOUTHERN WISCONSIN.UNITYPOINT HEALTH ENTITIES EMPLOY THE STATE'S LARGEST NONPROFIT WORKFORCE, WITH MORE THAN 30,000 EMPLOYEES WORKING TOWARD INNOVATIVE ADVANCEMENTS TO DELIVER THE BEST OUTCOME FOR EVERY PATIENT EVERY TIME. EACH YEAR, THROUGH MORE THAN 4.5 MILLION PATIENT VISITS, UNITYPOINT HEALTH HOSPITALS AND CLINICS PROVIDE A FULL RANGE OF CARE TO PATIENTS AND FAMILIES. WITH ANNUAL REVENUES OF $3.7 BILLION, UNITYPOINT HEALTH IS THE FOURTH LARGEST NONDENOMINATIONAL HEALTH SYSTEM IN AMERICA AND PROVIDES COMMUNITY BENEFIT PROGRAMS AND SERVICES TO IMPROVE THE HEALTH OF PEOPLE IN ITS COMMUNITIES. UNITYPOINT HEALTH AND ITS AFFILIATES ENGAGE IN COMMUNITY HEALTH PROGRAMS AND SERVICES THROUGHOUT IOWA, AND WORK WITH VOLUNTEER AND CIVIC ORGANIZATIONS, SCHOOLS, BUSINESSES, INSURERS AND INDIVIDUALS TO SUPPORT ACTIVITIES THAT BENEFIT PEOPLE THROUGHOUT THE STATE. IN 2014, UNITYPOINT HEALTH AND ITS AFFILIATES PROVIDED MORE THAN $443 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	0	GrantRecordsMaintainedInd

Recipient Table RecipientTable (3 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Purpose Of GrantPurposeOfGrantTxt
MERITER FOUNDATION
202 S PARK STREET	MADISON	WI	537151596	237098688	501(C)(3)	$78,220	HOSPITAL PROGRAMS
MERITER HEALTH SEREVICES
202 S PARK STREET	MADISON	WI	537151596	391412318	501(C)(3)	$29,217	HEALTH SERVICES PROGRAMS
MADISON COMMUNITY HEALTH CENTER INC DBA ACCESS COMMUNITY HEALTH CENTERS
2901 W BELTLINE HWY NO 120	MADISON	WI	537134231	391391134	501(C)(3)	$1,000,000	DENTAL PROGRAM

Field	Value	IRS element (for citing)
Total501c3 Org	3	Total501c3OrgCnt
Total Other Org	0	TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

Field	Value	IRS element (for citing)
Grant Type	HOSPITAL SCHOLARSHIPS	GrantTypeTxt
Recipient	27	RecipientCnt
Cash Grant	$3,900	CashGrantAmt
Non Cash Assistance	$0	NonCashAssistanceAmt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, LINE 2:	FormAndLineReferenceDesc
Explanation	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)
First Class Or Charter Travel	Yes (X)	FirstClassOrCharterTravelInd
Club Dues Or Fees	Yes (X)	ClubDuesOrFeesInd
Written Policy Ref T And E Expnss	Yes (1)	WrittenPolicyRefTAndEExpnssInd
Substantiation Required	Yes (1)	SubstantiationRequiredInd
Compensation Committee	Yes (X)	CompensationCommitteeInd
Independent Consultant	Yes (X)	IndependentConsultantInd
Written Employment Contract	Yes (X)	WrittenEmploymentContractInd
Compensation Survey	Yes (X)	CompensationSurveyInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	Yes (1)	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 (16 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
PETER THOREEN FR 714
BOARD MEMBER/INTERIM CEO	$0	$337,104	$0	$81,992	$0	$71,438	$0	$167,694	$0	$20,381	$0	$678,609	$0	$0
JAMES WOODWARD TO 714
CEO/PRESIDENT/BOARD MEMBER	$0	$317,584	$0	$974,120	$0	$931,752	$0	$3,673	$0	$17,383	$0	$2,244,512	$0	$0
BETH ERDMAN
SECRETARY/TREASURER	$0	$194,315	$0	$61,269	$0	$2,928	$0	$3,273	$0	$7,720	$0	$269,505	$0	$0
SUSAN ERICKSON
EXECUTIVE/ASST TREASURER	$0	$239,485	$0	$90,111	$0	$37,990	$0	$3,715	$0	$18,814	$0	$390,115	$0	$0
GEOFFREY PRIEST MD CMOASST SEC
INTERIM PRESIDENT (FR 7/14)	$0	$379,449	$0	$121,602	$0	$207,827	$0	$3,900	$0	$20,352	$0	$733,130	$0	$0
JAMES ARNETT
EXECUTIVE	$0	$180,955	$0	$44,905	$0	$5,319	$0	$2,501	$0	$18,469	$0	$252,149	$0	$0
PATRICIA GRUNWALD
CHIEF NURSING OFFICER	$0	$244,567	$0	$96,038	$0	$91,577	$0	$3,639	$0	$20,011	$0	$455,832	$0	$0
KERRA GUFFEY TO 614
CHIEF INFORMATION OFFICER	$0	$136,241	$0	$97,596	$0	$99,130	$0	$3,900	$0	$10,628	$0	$347,495	$0	$0
TAMARA SAUNAITIS TO 414
CHIEF HUMAN RESOURCE OFFICER	$0	$72,866	$0	$81,595	$0	$320,515	$0	$2,694	$0	$7,534	$0	$485,204	$0	$0
LUIS S BRYSH
PHYSICIAN	$213,193	$0	$41,417	$0	$17,144	$0	$3,900	$0	$21,587	$0	$297,241	$0	$0	$0
SHERRY CASALI
DIR EMERGENCY SERVICES	$152,628	$0	$29,571	$0	$6,809	$0	$2,517	$0	$14,336	$0	$205,861	$0	$0	$0
WILLIAM J HERBERT
DIR PHARMACY & MTL SVCS	$178,968	$0	$33,042	$0	$1,204	$0	$2,532	$0	$21,414	$0	$237,160	$0	$0	$0
CHRISTINA JACKSON
DIR PERIOPERATIVE SVCS	$156,940	$0	$21,932	$0	$813	$0	$2,755	$0	$18,374	$0	$200,814	$0	$0	$0
LINDA WONOSKI
DIR CARDIOVASCULAR SVCS	$153,253	$0	$17,294	$0	$455	$0	$10,583	$0	$15,988	$0	$197,573	$0	$0	$0
LINDA HOFF
FORMER OFFICER	$0	$0	$0	$148,045	$0	$433,393	$0	$323	$0	$0	$0	$581,761	$0	$0
MARY REINKE
FORMER OFFICER	$0	$53,765	$0	$202,542	$0	$0	$0	$1,046	$0	$0	$0	$257,353	$0	$0

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
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, LINE 1B	IF BENEFITS PAID ARE NOT PART OF AN ESTABLISHED COMPENSATION OR BENEFIT PROGRAM, THE VP OF HUMAN RESOURCES (HR) WORKS WITH OUR HR CONSULTING FIRM TO ENSURE THAT TOTAL COMPENSATION IS WITHIN THE ORGANIZATION'S PHILOSOPHY AND IS REASONABLE. DEPARTURES FROM THE ESTABLISHED GUIDELINES MUST BE REVIEWED BY THE EXTERNAL CONSULTANT, PROPOSED TO THE COMPENSATION COMMITTEE OF THE BOARD, AND APPROVED IN ADVANCE.
PART I, LINES 4A-B	SEVERANCE PAYMENT OR CHANGE OF CONTROL PAYMENT: SEVERANCE PAYMENTS WERE RECEIVED BY THE FOLLOWING INDIVIDUAL(S): MARY REINKE $200,906; TAMARA SAUNAITIS $216,667, JAMES WOODWARD $299,350. SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN: THREE INDIVIDUALS WERE PAID SUPPLEMENTAL NONQUALIFIED RETIREMENT: LINDA HOFF $21,560, GEOFFREY PRIEST $104,615, 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.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (10 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 4	-MERITER HEALTH SERVICES, SOLE MEMBER OF MERITER HOSPITAL, INC., AFFILIATED WITH IOWA HEALTH SYSTEM (D/B/A/ UNITYPOINT HEALTH) EFFECTIVE 1/1/2014. -AMENDMENTS TO GOVERNING DOCUMENTS MUST BE APPROVED, IN WRITING, BY THE BOARD OF DIRECTORS 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 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 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	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 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, SUE ERICKSON, PATRICIA GRUNWALD, GEOFFREY PRIEST AND PETER THOREEN. 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 18	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 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 -2,385,710. ASSETS RELEASED FROM RESTRICTION -392,911. RELEASED FOR CAPITAL AND OTHER 395,166. FMV PURCHASE ACCOUNTING ADJUSTMENT & BOND -5,912,838. TEMPORARY RESTRICTED TRANSFER FOUNDATION 716,755. OTHER -740,876.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (52 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
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	Yes (1)
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 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)	IOWA HEALTH SYSTEM	0
PROCTOR HEALTH CARE INCORPORATED
5409 N KNOXVILLE AVE	PEORIA	IL	61614	371133412	SUPPORT AFFILIATES' MISSION TO IMPROVE HEALTH CARE	IL	501(C)(3)	170(B)(1) (A)(III)	METHODIST HEALTH SERVICES CORPORATION	0
PROCTOR HEALTH SYSTEMS
5409 N KNOXVILLE AVE	PEORIA	IL	61614	364147437	PRIMARY HEALTH CARE SERVICES	IL	501(C)(3)	170(B)(1) (A)(III)	PROCTOR HEALTH CARE INCORPORATED	0
PROCTOR HOSPITAL
5409 N KNOXVILLE AVE	PEORIA	IL	61614	370681540	HOSPITAL	IL	501(C)(3)	170(B)(1) (A)(III)	PROCTOR HEALTH CARE INCORPORATED	0
SELF INSURANCE TRUST AGREEMENT EST BY METHODIST MEDICAL CENTER OF ILLINOIS
221 NORTHEAST GLEN OAK AVENUE	PEORIA	IL	61636	376181831	FUND SELF-INSURANCE PLAN	IL	501(C)(3)	509(A)(3), TYPE I	METHODIST MEDICAL CENER OF ILLINOIS	0
SHARED MAGNETIC RESONANCE IMAGING FACILITY INC
1104 JOHN NOLEN DRIVE	MADISON	WI	53713	391534744	MEDICAL TECHNOLOGY	WI	501(C)(3)	509(A)(3), TYPE I		0
SIOUXLAND PACE INC
313 COOK STREET	SIOUX CITY	IA	51103	261120134	ALL-INCLUSIVE CARE FOR THE ELDERLY	IA	501(C)(3)	170(B)(1) (A)(III)	ST LUKE'S HEALTH SYSTEM INC	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 II	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 BUILDING CORPORATION
802 KENYON ROAD	FORT DODGE	IA	50501	421376187	PROPERTY HOLDING COMPANY	IA	501(C)(2)		TRINITY HEALTH SYSTEMS INC	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 II	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 II	IOWA HEALTH SYSTEM	0
TRINITY REGIONAL HOSPITAL AUXILIARY
802 KENYON ROAD	FORT DODGE	IA	50501	426081474	CHARITABLE FUNDRAISING AND VOLUNTEER SERVICES	IA	501(C)(3)	509(A)(2)	TRINITY REGIONAL MEDICAL CENTER	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)	509(A)(3), TYPE I	TRINITY REGIONAL HEALTH SYSTEM	0
UNITYPOINT AT HOME
11333 AURORA AVENUE	URBANDALE	IA	50322	421477471	HOME HEALTH CARE	IA	501(C)(3)	509(A)(2)	IOWA HEALTH SYSTEM	0

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (21 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Direct Controlling NADirectControllingNACd
ALLEN MEMORIAL HOSPITAL ORTHOPEDIC CO-MANAGEMENT CO LLC
1825 LOGAN AVE	WATERLOO	IA	50703	453237125	ORTHOPEDIC MANAGEMENT & ADMINISTRATIVE SERVICES	IA	N/A
CENTRAL IOWA CARDIOVASCULAR CO-MANAGEMENT CO LLC
1200 PLEASANT ST	DES MOINES	IA	50309	273625869	CARDIOVASCULAR MANAGEMENT & ADMINISTRATIVE SERVICES	IA	N/A
CENTRAL IOWA ONCOLOGY CO-MANAGEMENT COMPANY
1200 PLEASANT STREET	DES MOINES	IA	50309	453017991	ONCOLOGY MANAGEMENT & ADMINISTRATIVE SERVICES	IA	N/A
CENTRAL IOWA SURGICAL SERVICES CO-MANAGEMENT CO LLC
1200 PLEASANT ST	DES MOINES	IA	50309	471608704	SURGICAL MANAGEMENT & ADMINISTRATIVE SERVICES	IA	N/A
DUBUQUE ENDOSCOPY CENTER LC
1515 DELHI STREET SUITE 500	DUBUQUE	IA	52001	201597161	AMBULATORY SURGERY CENTER	IA	N/A
ENSEVA - HIAWATHA LLC
755 METZGER DRIVE	HIAWATHA	IA	52233	453437363	COLLOCATION FACILITY	IA	N/A
FINLEY DEPT OF SURGERY CO-MGMT CO LLC
350 N GRANDVIEW AVE	DUBUQUE	IA	52001	422808785	SURGERY DEPARTMENT MANAGEMENT SERVICES	IA	N/A
HEALTH CARE AFFILIATES OF THE TRI-STATES LLC
350 N GRANDVIEW AVE	DUBUQUE	IA	52001	421428503	PROVIDE ACCESS TO LICENSED SOFTWARE	IA	N/A
HEALTH ENTERPRISES VENTURES LC
4250 GLASS ROAD NE	CEDAR RAPIDS	IA	52402	391894290	INVESTMENT VEHICLE OWNING CLINICAL JVS	IA	N/A
IOWA HEALTH SYSTEM CONTRACTING SERVICES LC
1776 WEST LAKES PKWY 400	WEST DES MOINES	IA	50266	421511142	GROUP PURCHASING	IA	N/A
MEDICAL LABORATORIES OF EASTERN IOWA LC
1026 A AVE NE	CEDAR RAPIDS	IA	52402	421359640	MEDICAL LABORATORY SERVICES	IA	N/A
MERITER UW PHYSICIANS CONTRACTING COMPANY LLC
202 SOUTH PARK STREET	MADISON	WI	53715	391998819	HEALTH SERVICES	WI	N/A
MISSISSIPPI VALLEY SLEEP DISORDER CENTER LC
3400 DEXTER COURT	DAVENPORT	IA	52807	421489697	MEDICAL LABORATORY SERVICES	IA	N/A
MMCI ORTHOPEDIC CO-MANAGEMENT COMPANY LLC
221 NE GLEN OAK AVE	PEORIA	IL	61636	461219459	ORTHOPEDIC MANAGEMENT & ADMINISTRATIVE SERVICES	IL	N/A
MMCI SURGERY CO-MANAGEMENT COMPANY LLC
221 NE GLEN OAK AVE	PEORIA	IL	61636	471323385	SURGERY MANAGEMENT & ADMINISTRATIVE SERVICES	IL	N/A
MR ASSOCIATES LLP
1956 1ST AVENUE NE	CEDAR RAPIDS	IA	52402	421260463	OWN AND OPERATE MR UNIT	IA	N/A
REHABILITATION THERAPY SERVICES LLC
416 ST MARKS CT 110	PEORIA	IL	61603	810584193	REHABILATION THERAPY	IL	N/A
SLRMC CARDIOVASCULAR CO-MANAGEMENT COMPANY LLC
2720 STONE PARK BLVD	SIOUX CITY	IA	51104	455322324	CARDIOVASCULAR MANAGEMENT & ADMINISTRATIVE SERVICES	IA	N/A
THE OUTPATIENT SURGERY CENTER OF CEDAR RAPIDS LLC
1075 FIRST AVENUE SE	CEDAR RAPIDS	IA	52403	721550812	AMBULATORY SURGERY CENTER.	IA	N/A
TRINITY BETTENDORF ORTHOPEDIC CO-MANAGEMENT COMPANY LLC
4500 UTICA RIDGE RD	BETTENDORF	IA	52722	272562753	ORTHOPEDIC SERVICE LINES ADMINISTRATIVE SERVICES	IA	N/A
WEST HOSPITAL ORTHOPEDIC CO-MANAGEMENT COMPANY LLC
1660 60TH STREET	WEST DES MOINES	IA	50266	271414600	ORTHOPEDIC SERVICE LINES MANAGEMENT	IA	N/A

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (18 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
BELCREST SERVICES LTD
5409 N KNOXVILLE AVE	PEORIA	IL	61614	371196307	MEDICAL SERVICES	IL	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	0	MERITER HOSPITAL INC	$257,911	$1,222,156	1.00000
HEALTH PLUS INC
5409 N KNOXVILLE AVE	PEORIA	IL	61614	371295532	MANAGED CARE ADMINISTRATION	IL	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
METHODIST HEALTH VENTURES INC
PO BOX 87	PEORIA	IL	61650	371140939	PHARMACY/OFFICE STAFFING	IL	N/A	C	0
METHODIST PHYSICIAN SERVICES INC
PO BOX 87	PEORIA	IL	61650	363858550	MEDICAL SERVICES	IL	N/A	C	0
PRECEDENCE INC
4622 PROGRESS DRIVE STE A	DAVENPORT	IA	52807	371288604	MANAGED MENTAL CARE	IA	N/A	C	0
PROVIDER RESOURCE MANAGEMENT INC
PO BOX 87	PEORIA	IL	61650	371223550	RESOURCE MANAGEMENT	IL	N/A	C	0
PHYSICIANS PLUS INSURANCE CORPORATION
2650 NOVATION PARKWAY SUITE 400	MADISON	WI	53713	391565691	FEDERALLY QUALIFIED HMO	WI	N/A	C	0
RURAL IOWA SPECIALTY PHYSICIAN CONSORTIUM INC
700 E UNIVERSITY AVE	DES MOINES	IA	50316	261271143	SPECIALTY PHYSICIANS MEDICAL 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 DURABLE MEDICAL EQUIPMENT & PHARMACY	IL	N/A	C	0
TRINITY PHYSICIAN HOSPITAL ORGANIZATION LTD
4622 PROGRESS DRIVE STE A	DAVENPORT	IA	52807	363924720	MANAGED HEALTH CARE	IA	N/A	C	0

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	Yes (1)	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

Transactions Related Org TransactionsRelatedOrgGrp (3 entries)

Transaction TypeTransactionTypeTxt	InvolvedInvolvedAmt	Method Of Amount DeterminationMethodOfAmountDeterminationTxt
MERITER MEDICAL GROUP
D	$139,648,604	BASED ON GAAP, CASH, AND/OR FMV.
MERITER MEDICAL GROUP
L	$138,981	BASED ON GAAP, CASH, AND/OR FMV.
MERITER MEDICAL GROUP
M	$1,528,234	BASED ON GAAP, CASH, AND/OR FMV.

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) IOWA HEALTH SYSTEM IS AN IOWA NONPROFIT CORPORATION FORMED IN DECEMBER 1994. IOWA HEALTH SYSTEM AND ITS SUBSIDIARIES PROVIDE INPATIENT AND OUTPATIENT CARE AND PHYSICIAN SERVICES FROM 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).	ExplanationTxt