Form990
Click to see attachment
Department of the Treasury
Internal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
MediumBullet Do not enter Social Security numbers on this form as it may be made public. By law, the IRS
generally cannot redact the information on the form.
MediumBullet Information about Form 990 and its instructions is at www.IRS.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
A For the 2013 calendar year, or tax year beginning 01-01-2013 , 2013, and ending 12-31-2013
BCheck if applicable:
CName of organization
IOWA HEALTH SYSTEM
 
Doing Business As
UNITYPOINT HEALTH
 
Number and street (or P.O. box if mail is not delivered to street address)
1776 WEST LAKES PARKWAY NO 400
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WEST DES MOINES, IA50266
D Employer identification number

42-1435199
E Telephone number

G Gross receipts $ 274,015,636
F Name and address of principal officer:
WILLIAM B LEAVER
1776 WEST LAKES PARKWAY NO 400
WEST DES MOINES,IA50266
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.UNITYPOINT.ORG
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:
 
L Year of formation: 1994
M State of legal domicile: IA
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: TO IMPROVE THE HEALTH OF THE PEOPLE AND COMMUNITIES WE SERVE.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 21
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 17
5 Total number of individuals employed in calendar year 2013 (Part V, line 2a) ...... 5 1,011
6 Total number of volunteers (estimate if necessary) ............. 6 0
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 244,212
b Net unrelated business taxable income from Form 990-T, line 34 ......... 7b 0
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 30,429,565 35,800,157
9 Program service revenue (Part VIII, line 2g) ......... 180,504,353 206,245,342
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 17,473,449 17,520,105
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 5,623,847 11,366,989
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 234,031,214 270,932,593
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 30,311,121 34,346,953
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 59,637,961 71,278,308
16a Professional fundraising fees (Part IX, column (A), line 11e)..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet0    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 140,332,368 142,810,147
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 230,281,450 248,435,408
19 Revenue less expenses. Subtract line 18 from line 12....... 3,749,764 22,497,185
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 726,109,495 831,977,745
21 Total liabilities (Part X, line 26)............. 790,571,301 830,386,300
22 Net assets or fund balances. Subtract line 21 from line 20..... -64,461,806 1,591,445
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name MediumBullet

Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ............
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y
Form 990 (2013)
Form 990 (2013)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III ..............
1
Briefly describe the organization’s mission: TO IMPROVE THE HEALTH OF THE PEOPLE AND COMMUNITIES WE SERVE.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? ......................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program services? ............................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 218,053,400 including grants of $ 32,908,572 ) (Revenue $ 217,612,331 )
AFFILIATE SUPPORT SERVICESIHS ADMINISTRATION (CORP) IS ORGANIZED TO SUPPORT THE MISSIONS OF SEVERAL RELATED CHARITABLE, TAX-EXEMPT ORGANIZATIONS INCLUDING NINE SENIOR AFFILIATES, IOWA HEALTH DES MOINES (DES MOINES), TRINITY REGIONAL HEALTH SYSTEM (ROCK ISLAND), ST. LUKE'S HEALTHCARE (CEDAR RAPIDS), ALLEN HEALTH SYSTEMS (WATERLOO), TRINITY HEALTH SYSTEMS (FORT DODGE), ST. LUKE'S HEALTH SYSTEM (SIOUX CITY), NORTHWEST IOWA HOSPITAL CORPORATION (SIOUX CITY), FINLEY TRI-STATES HEALTH GROUP (DUBUQUE), METHODIST HEALTH SERVICES CORPORATION (PEORIA), IOWA PHYSICIANS CLINIC MEDICAL FOUNDATION (DBA UNITYPOINT CLINIC), UNITYPOINT AT HOME, AS WELL AS MULTIPLE RURAL AFFILIATES. THE SUPPORT SERVICES PROVIDED TO THESE ORGANIZATIONS ARE TO CONSTRUCT, OWN, LEASE, MANAGE, OPERATE, PROVIDE AND MAINTAIN ANY FACILITIES, PROGRAMS, SERVICES (MANAGEMENT OR OTHERWISE) AND RELATED ACTIVITIES IN FURTHERANCE OF HEALTH-CARE OR HEALTH EDUCATION. FACILITIES INCLUDE HOSPITALS, SELF-CARE FACILITIES, CLINICS, EDUCATIONAL FACILITIES, AND OTHER ESTABLISHMENTS CREATED TO CARRY THROUGH HEALTH-CARE AND EDUCATIONAL PROGRAMS. THE PRIMARY PURPOSE OF THE CORPORATION IS TO ENGAGE IN AND CONDUCT CHARITABLE, EDUCATIONAL, RELIGIOUS AND SCIENTIFIC ACTIVITIES IN ACCORDANCE WITH PREVIOUSLY STATED PURPOSES.
4b (Code:   ) (Expenses $ 1,438,381 including grants of $ 1,438,381 ) (Revenue $ 0 )
COMMUNITY BENEFITIOWA HEALTH SYSTEM PROVIDES SEVERAL OTHER BENEFITS THAT ASSIST THE COMMUNITY. PROGRAMS MAY INCLUDE, BUT ARE NOT LIMITED TO, COMMUNITY HEALTH IMPROVEMENT SERVICES AND COMMUNITY BENEFIT OPERATIONS SUCH AS PREVENTION AND HEALTH SCREENINGS; HEALTH PROFESSIONAL'S EDUCATION; SUBSIDIZED HEALTH SERVICES; RESEARCH, AND CASH AND IN-KIND CONTRIBUTIONS TO COMMUNITY GROUPS. IOWA HEALTH SYSTEM COLLABORATES WITH OTHER HOSPITALS, CHURCHES, SCHOOLS, CHAMBERS OF COMMERCE AND DAYCARE CENTERS TO IMPROVE COMMUNITY HEALTH AND EXPAND ACCESS TO HEALTH CARE. IOWA HEALTH SYSTEM HAS DEDICATED STAFF TO ASSIST COMMUNITY BENEFIT EFFORTS. TOTAL OTHER BENEFITS REPORTED VALUE: $1,438,381.
4c (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet219,491,781
Form 990 (2013)
Form 990 (2013)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule AClick to see attachment........................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? Click to see attachment...
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part IClick to see attachment..........
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part IIClick to see attachment........
4
Yes
 
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If "Yes," complete Schedule C,
Part IIIClick to see attachment............................
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part IClick to see attachment........................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part IIClick to see attachment...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes," complete Schedule D, Part III Click to see attachment....................
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IVClick to see attachment..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? If "Yes," complete Schedule D, Part VClick to see attachment......
10
Yes
 
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10?
If "Yes," complete Schedule D, Part VI.Click to see attachment...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick to see attachment.......
11b
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIIClick to see attachment.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IXClick to see attachment............
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part XClick to see attachment.........................
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year?
If "Yes," complete Schedule D, Parts XI and XII Click to see attachment.................
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E....
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States?.....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........
14b
 
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I (see instructions)....
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
Form 990 (2013)
Form 990 (2013)
Page 4
Part IV
Checklist of Required Schedules (continued)
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II... Click to see attachment
21
Yes
 
22
Did the organization report more than $5,000 of grants or other assistance to individuals in the United States on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........ Click to see attachment
22
 
No
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a................ Click to see attachment
24a
Yes
 
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
No
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds?......................
24c
 
No
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
No
25a
Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I........ Click to see attachment
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I................... Click to see attachment
25b
 
No
26
Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons? If so, complete Schedule L, Part II.................... Click to see attachment
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part III......... Click to see attachment
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV .......................... Click to see attachment
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If "Yes,"
complete Schedule L, Part IV..................... Click to see attachment
28b
 
No
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner? If "Yes," complete Schedule L, Part IV... Click to see attachment
28c
Yes
 
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..
29
 
No
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M.............
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N,
Part I...........................
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II......................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I........ Click to see attachment
33
Yes
 
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1........................ Click to see attachment
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
Yes
 
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2... Click to see attachment
35b
Yes
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2............. Click to see attachment
36
Yes
 
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VIClick to see attachment
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2013)
Form 990 (2013)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V ..............
Yes
No
1a
Enter the number reported in Box 3 of Form 1096 Enter -0- if not applicable ..
1a
260
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
1,011
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
Yes
 
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
Yes
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)?..........................
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts.
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions?...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?........................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?....................
7a
 
No
b
If "Yes," did the organization notify the donor of the value of the goods or services provided?.....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?...........................
7c
 
No
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?............................
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?............................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess business holdings at any time during the year?............
8
 
No
9
Sponsoring organizations maintaining donor advised funds.
a
Did the organization make any taxable distributions under section 4966?..........
9a
 
 
b
Did the organization make a distribution to a donor, donor advisor, or related person?.......
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year. ....................
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
Form 990 (2013)
Form 990 (2013)
Page 6
Part VI
Governance, Management, and Disclosure For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI ..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year .....................
1a
21
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent ...................
1b
17
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
 
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? ...........................
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
 
No
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
Yes
 
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
Yes
 
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .........................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe in Schedule O how this was done.......................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
Yes
 
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
Yes
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
IL
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, physical address, and telephone number of the person who possesses the books and records of the organization:
MediumBulletMARK A JOHNSON SVPCFO1776 WEST LAKES PARKWAY SUITE 400WEST DES MOINESIA50266 (515) 241-3315
Form 990 (2013)
Form 990 (2013)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII ..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and Title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) ANGELA ALDRICH........................................................................
BOARD MEMBER
 1.00
.......................1.00 		X           11,913 4,040 0
(2) GENE BLANC........................................................................
BOARD MEMBER
 1.00
.......................0.00 		X           13,289 0 0
(3) TERRI CHRISTOFFERSEN........................................................................
BOARD MEMBER
 1.00
.......................1.00 		X           13,039 0 0
(4) STANTON DANIELSON MD........................................................................
BOARD MEMBER
 1.00
.......................40.00 		X           0 366,154 87,878
(5) RANDY EASTON........................................................................
BOARD MEMBER
 1.00
.......................1.00 		X           14,347 0 0
(6) KATHY ENO........................................................................
BOARD MEMBER
 1.00
.......................1.00 		X           15,380 0 0
(7) SARAH HASKEN........................................................................
BOARD MEMBER
 1.00
.......................0.00 		X           14,123 0 0
(8) KENT HENNING........................................................................
BOARD MEMBER
 1.00
.......................1.00 		X           13,789 499 0
(9) STEVE HERWIG DO........................................................................
BOARD SECRETARY
 1.00
.......................1.00 		X   X       13,855 499 0
(10) FRANCIS KANE MD........................................................................
BOARD MEMBER
 1.00
.......................0.00 		X           14,039 0 0
(11) RON KLOSTERMAN........................................................................
BOARD CHAIR
 1.00
.......................0.00 		X   X       27,257 0 0
(12) LAWRENCE LIEBSCHER MD........................................................................
BOARD MEMBER
 1.00
.......................0.00 		X           11,289 0 0
(13) RICK MCCONNELL........................................................................
BOARD MEMBER
 1.00
.......................1.00 		X           16,148 499 0
(14) PETER MCLAUGHLIN........................................................................
BOARD MEMBER
 1.00
.......................1.00 		X           15,115 0 0
(15) LINDA NEWBORN........................................................................
BOARD MEMBER
 1.00
.......................1.00 		X           14,539 0 0
(16) KURT PITTNER........................................................................
BOARD MEMBER
 1.00
.......................1.00 		X           12,081 5,085 0
(17) BRUCE SHERMAN........................................................................
BOARD MEMBER
 1.00
.......................1.00 		X           15,697 499 0
Form 990 (2013)
Form 990 (2013)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) MICHAEL STONE........................................................................
BOARD TREASURER
 1.00
.......................1.00 		X   X       13,579 0 0
(19) KAREN STUMPE........................................................................
BOARD MEMBER
 1.00
.......................1.00 		X           11,740 0 0
(20) DR TRIVEDI DEVENDRA........................................................................
BOARD MEMBER
 1.00
.......................1.00 		X           13,955 0 0
(21) MIKE WILLIAMS........................................................................
BOARD VICE CHAIR
 1.00
.......................1.00 		X   X       15,489 92 0
(22) MARK JOHNSON........................................................................
SVP/CFO
 40.00
.......................0.00 		    X       393,710 0 136,467
(23) WILLIAM LEAVER........................................................................
PRESIDENT/CEO
 40.00
.......................0.00 		    X       1,365,042 0 927,949
(24) KEVIN VERMEER........................................................................
EVP/CSO & ACO CEO
 40.00
.......................1.00 		    X       823,232 0 287,543
(25) DAVID BRANDON........................................................................
PRESIDENT/CEO - DUB
 1.00
.......................40.00 		      X     0 442,269 138,684
(26) ERIC CROWELL........................................................................
CEO - DSM
 1.00
.......................40.00 		      X     0 675,781 529,904
(27) PAMELA DELAGARDELLE........................................................................
PRESIDENT/CEO - WAT
 1.00
.......................40.00 		      X     0 358,678 87,032
(28) DENNY DRAKE........................................................................
VP GENERAL COUNSEL/CORP CO
 40.00
.......................0.00 		      X     556,199 0 306,284
(29) KARA DUNHAM........................................................................
VP FINANCE
 40.00
.......................0.00 		      X     266,660 0 55,989
(30) JOHN FROWNFELTER........................................................................
CHIEF MEDICAL INFO OFFICER
 40.00
.......................0.00 		      X     345,634 0 26,005
(31) JOY GROSSER........................................................................
VP & CIO
 40.00
.......................1.00 		      X     460,321 0 130,454
(32) ALAN KAPLAN MD........................................................................
VP/CMO & PRES/CEO IPCMF
 40.00
.......................1.00 		      X     755,427 0 258,250
(33) KATHERINE MARCHIK........................................................................
VP/SUPPLY MANAGEMENT
 40.00
.......................0.00 		      X     308,859 0 51,367
(34) MICHAEL MURPHY TO 0913........................................................................
VP SR/CEO ACCOUNTABLE CARE
 40.00
.......................0.00 		      X     696,645 0 46,702
(35) EMILY PORTER........................................................................
VP PEOPLE EXCELLENCE
 40.00
.......................1.00 		      X     361,666 0 67,845
(36) SABRA ROSENER........................................................................
VP GOVERNMENT RELATIONS
 40.00
.......................0.00 		      X     302,357 0 58,475
(37) RICHARD SEIDLER........................................................................
PRESIDENT/CEO - QC
 1.00
.......................40.00 		      X     0 622,225 316,659
(38) ARIC SHARP FR 0513........................................................................
VP/ACO
 40.00
.......................1.00 		      X     364,483 0 23,139
(39) DEBORAH SIMON........................................................................
PRESIDENT/CEO - PM
 1.00
.......................40.00 		      X     0 618,876 141,555
(40) PHYLLIS STADTLANDER........................................................................
CEO - HOME
 1.00
.......................40.00 		      X     0 244,112 60,762
(41) SUSAN THOMPSON........................................................................
CEO - FD
 1.00
.......................40.00 		      X     0 482,565 190,438
(42) PETER THOREEN........................................................................
PRESIDENT/CEO - SC
 1.00
.......................40.00 		      X     0 445,160 227,887
(43) TOM TIBBITTS........................................................................
VP SYS DEV-IHS
 40.00
.......................1.00 		      X     658,337 0 5,529
(44) THEODORE TOWNSEND........................................................................
PRESIDENT/CEO - CR
 1.00
.......................40.00 		      X     0 535,642 342,113
(45) DAVID BURLAGE........................................................................
ASSOC COUNSEL
 40.00
.......................0.00 		        X   224,154 0 23,541
(46) KATHLEEN CUNNINGHAM........................................................................
EXEC DIR ACCT CARE STRATEG
 40.00
.......................0.00 		        X   225,686 0 30,709
(47) MATTHEW KIRSCHNER FR 0613........................................................................
VP/TREASURY
 40.00
.......................0.00 		        X   264,665 0 15,417
(48) ANTHONY LANGENSTEIN TO 0913........................................................................
DIR TECHNOLOGY
 40.00
.......................0.00 		        X   231,217 0 29,000
(49) DEBORAH MURO........................................................................
EXEC DIR CLINICAL & BUS APPL
 40.00
.......................0.00 		        X   204,626 0 23,227
(50) JOHN KNOX TO 1111........................................................................
FORMER PRESIDENT/CEO - WAT
 0.00
.......................0.00 		          X 0 164,673 38,845
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 9,099,583 4,967,348 4,665,649
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organizationMediumBullet104
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
Yes
 
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
EPIC LLCPO BOX 88314MILWAUKEEWI532880314 IT CONSULTING 7,838,402
MCKESSON TECHNOLOGIES INCPO BOX 98347CHICAGOIL606938347 IT CONSULTING 4,740,790
IBM CORPORATIONPO BOX 676673DALLASTX752676673 IT CONSULTING 4,574,020
PRICEWATERHOUSECOOPERSLLPPO BOX 75647CHICAGOIL606755647 CONSULTING 4,519,351
ZLR IGNITION303 WATSON POWELL JR WAYDES MOINESIA50309 CONSULTING 4,069,484
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet138
Form 990 (2013)
Form 990 (2013)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII .............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512-514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues....1b  
c Fundraising events....1c  
d Related organizations...1d 35,774,877
e Government grants (contributions)1e 25,280
f All other contributions, gifts, grants, and
similar amounts not included above1f 		 
g Noncash contributions included in lines
1a-1f:$ 		 
h Total. Add lines 1a-1f.......MediumBullet 35,800,157
Program Service RevenueAmt Business Code
2a MGMT & SUPPORT SVCS 561000 205,931,863 205,908,283 23,580  
b SUBS & JOINT VENTURES 900099 313,479 313,479    
c
d
e
f All other program service revenue .        
g Total. Add lines 2a–2f........MediumBullet 206,245,342
OtherAmt RevenueAmt 3 Investment income (including dividends, interest, and other similar amounts).......MediumBullet 18,245,660     18,245,660
4 Income from investment of tax-exempt bond proceeds..MediumBullet        
5 Royalties...........MediumBullet        
(i) Real (ii) Personal
6a Gross rents    
b Less: rental expenses    
c Rental income or (loss)    
d Net rental income or (loss).......MediumBullet        
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 2,357,488  
b Less: cost or other basis and sales expenses 2,558,117 524,926
c Gain or (loss) -200,629 -524,926
d Net gain or (loss)..........MediumBullet -725,555     -725,555
8a Gross income from fundraising events (not including
$  
of contributions reported on line 1c). See Part IV, line 18 ..
a  
b Less: direct expenses ...b  
c Net income or (loss) from fundraising events..MediumBullet      
9a Gross income from gaming activities.
See Part IV, line 19 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from gaming activities...MediumBullet        
10a Gross sales of inventory, less
returns and allowances .
a  
b Less: cost of goods sold ..b  
c Net income or (loss) from sales of inventory..MediumBullet        
Miscellaneous Revenue Business Code
11a HEALTHCARE QUAL/PYMT REFORM 900099 6,612,227 6,612,227    
b MISCELLANEOUS REVENUE 900099 4,998,285 4,777,653 220,632  
c LOSS ON REFINANCE 900099 -243,523 -243,523    
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet 11,366,989
12 Total revenue. See Instructions......MediumBullet 270,932,593 217,368,119 244,212 17,520,105
Form 990 (2013)
Form 990 (2013)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX ...............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising expenses
1 Grants and other assistance to governments and organizations in the United States. See Part IV, line 21 34,346,953 34,346,953
2 Grants and other assistance to individuals in the United States. See Part IV, line 22    
3 Grants and other assistance to governments, organizations, and individuals outside the United States. See Part IV, lines 15 and 16    
4 Benefits paid to or for members    
5 Compensation of current officers, directors, trustees, and key employees .... 10,611,310   10,611,310  
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ....        
7 Other salaries and wages 50,641,320 50,641,320    
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 1,206,355 1,206,355    
9 Other employee benefits ....... 5,096,058 5,096,058    
10 Payroll taxes ........... 3,723,265 3,723,265    
11 Fees for services (non-employees):        
a Management ......        
b Legal ......... 1,139,022 55,253 1,083,769  
c Accounting ........... 543,760   543,760  
d Lobbying ........... 820,035 820,035    
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ...... 95,199 38,119 57,080  
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) ........ 52,071,898 46,226,086 5,845,812  
12 Advertising and promotion .... 4,712,633 102,399 4,610,234  
13 Office expenses ....... 12,821,726 10,533,884 2,287,842  
14 Information technology ...... 1,447,348 953,085 494,263  
15 Royalties ..        
16 Occupancy ........... 3,977,687 3,444,695 532,992  
17 Travel ............ 1,995,402 824,915 1,170,487  
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ......        
19 Conferences, conventions, and meetings .... 473,646 248,940 224,706  
20 Interest ........... 26,865,160 26,832,756 32,404  
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization ..... 34,555,055 34,173,368 381,687  
23 Insurance .............. 166,793 160,001 6,792  
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a MISCELLANEOUS EXPENSE 1,124,768 64,294 1,060,474  
b INCOME TAXES 15   15  
c
d
e All other expenses        
25 Total functional expenses. Add lines 1 through 24e 248,435,408 219,491,781 28,943,627 0
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2013)
Form 990 (2013)
Page 11
Part X Balance Sheet Check if Schedule O contains a response or note to any line in this Part X ..............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash–non-interest-bearing ............. 5,775,314 1 50,794,667
2 Savings and temporary cash investments ......... 6,305,342 2 24,451,078
3 Pledges and grants receivable, net ...........   3  
4 Accounts receivable, net ............. 2,453,143 4 6,850,104
5 Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L ..................
  5  
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L
  6  
7 Notes and loans receivable, net ............. 514,140,494 7 511,542,794
8 Inventories for sale or use ..............   8  
9 Prepaid expenses and deferred charges .......... 13,673,310 9 15,267,711
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 332,421,468
b Less: accumulated depreciation ..... 10b 184,901,288 146,760,239 10c 147,520,180
11 Investments—publicly traded securities .......... 9,874,261 11 48,283,646
12 Investments—other securities. See Part IV, line 11 ..... 3,000 12 3,000
13 Investments—program-related. See Part IV, line 11 ..... 22,283,072 13 21,617,530
14 Intangible assets ............... 4,606,196 14 6,016,186
15 Other assets. See Part IV, line 11 ........... 235,124 15 -369,151
16 Total assets. Add lines 1 through 15 (must equal line 34)...... 726,109,495 16 831,977,745
Liabilities 17 Accounts payable and accrued expenses ......... 31,956,235 17 42,038,451
18 Grants payable .................   18  
19 Deferred revenue ................ 8,134,695 19 8,676,832
20 Tax-exempt bond liabilities ............. 558,591,920 20 696,131,006
21 Escrow or custodial account liability. Complete Part IV of Schedule D..   21  
22 Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L..........   22  
23 Secured mortgages and notes payable to unrelated third parties .. 83,045,710 23 21,069,492
24 Unsecured notes and loans payable to unrelated third parties ....   24  
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D.................... 108,842,741 25 62,470,519
26 Total liabilities. Add lines 17 through 25......... 790,571,301 26 830,386,300
Net Assets or Fund Balance Organizations that follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets .............. -64,520,453 27 1,518,169
28 Temporarily restricted net assets ........... 58,647 28 73,276
29 Permanently restricted net assets ...........   29  
Organizations that do not follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds ........   30  
31 Paid-in or capital surplus, or land, building or equipment fund .....   31  
32 Retained earnings, endowment, accumulated income, or other funds   32  
33 Total net assets or fund balances ........... -64,461,806 33 1,591,445
34 Total liabilities and net assets/fund balances ........ 726,109,495 34 831,977,745
Form 990 (2013)
Form 990 (2013)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI ..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
270,932,593
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
248,435,408
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
22,497,185
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
-64,461,806
5
Net unrealized gains (losses) on investments ...............
5
44,446,934
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
-890,868
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
1,591,445
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII .............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?
3a
Yes
 
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
Yes
 
Form 990 (2013)
Form 990, Special Condition Description:
Special Condition Description
Additional Data


Software ID:  
Software Version:  
SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ. right arrow See separate instructions.
right arrow Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
Name of the organization
IOWA HEALTH SYSTEM
 
Employer identification number

42-1435199
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
f
g
(i) A person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the supported organization? ................
11g(i)
 
No
(ii) A family member of a person described in (i) above? ......................
11g(ii)
 
No
(iii) A 35% controlled entity of a person described in (i) or (ii) above? ................
11g(iii)
 
No
h
Provide the following information about the supported organization(s).
(i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 9 above or IRC section (see instructions)) (iv) Is the organization in col. (i) listed in your governing document? (v) Did you notify the organization in col. (i) of your support? (vi) Is the organization in col. (i) organized in the U.S.? (vii) Amount of monetary support
Yes No Yes No Yes No
(A) CENTRAL IOWA HOSPITAL CORPORATION
  		420680452 3 Yes   Yes   Yes   73,958,250
(B) ST LUKE'S METHODIST HOSPITAL
  		420504780 3 Yes   Yes   Yes   34,525,904
(C) ALLEN MEMORIAL HOSPITAL CORPORATION
  		420698265 3 Yes   Yes   Yes   22,271,659
(D) NORTHWEST IOWA HOSPITAL CORPORATION
  		421019872 3 Yes   Yes   Yes   13,584,748
(E) THE FINLEY HOSPITAL
  		420680354 3 Yes   Yes   Yes   8,555,976
(F) TRINITY REGIONAL MEDICAL CENTER
  		421009175 3 Yes   Yes   Yes   12,582,200
(G) TRINITY MEDICAL CENTER
  		362739299 3 Yes   Yes   Yes   47,008,992
(H) UNITY HEALTHCARE
  		420680337 3 Yes   Yes   Yes   98,593
(I) METHODIST MEDICAL CENTER OF ILLINOIS
  		370661223 3 Yes   Yes   Yes   7,935,789
Total 220,522,111

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") ....            
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3            
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..  
6 Public support. Subtract line 5 from line 4.  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (f) Total
7 Amounts from line 4..            
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...            
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)..            
11 Total support (Add lines 7 through 10).  
12
12
 
13
First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization, check this box and stop here.................................................right arrow
Section C. Computation of Public Support Percentage
14
14
 
15
15
 
16a
b
17a
b
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......            
3 Gross receipts from activities that are not an unrelated trade or business under section 513..            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge..            
6 Total. Add lines 1 through 5.            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons...            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public support (Subtract line 7c from line 6.)  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.) ..            
13 Total support. (Add lines 9, 10c, 11, and 12.)..            
14
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 4
Part IV
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; and Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Explanation
 
 
 
 
Schedule A (Form 990 or 990-EZ) 2013

Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors
Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Name of the organization
IOWA HEALTH SYSTEM
 
Employer identification number

42-1435199
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ





Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......................... Arrow Bullet $  
Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2013)

Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
Page 2
Name of organization
IOWA HEALTH SYSTEM
  		Employer identification number

42-1435199
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
RESTRICTED
RESTRICTED
 

   
RESTRICTED
RESTRICTED
RESTRICTED, RESTRICTEDRESTRICTED

$RESTRICTED


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
Page 3
Name of organization
IOWA HEALTH SYSTEM
  		Employer identification number

42-1435199
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
Page 4
Name of organization
IOWA HEALTH SYSTEM
  		Employer identification number

42-1435199
Part III
Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
that total more than $1,000 for the year. Complete columns (a) through (e) and the following line entry.
For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

Additional Data


Software ID:  
Software Version:  
SCHEDULE C
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Political Campaign and Lobbying Activities

For Organizations Exempt From Income Tax Under section 501(c) and section 527
SchCMd Bullet Complete if the organization is described below.SchCMd Bullet Attach to Form 990 or Form 990-EZ.
SchCMd Bullet See separate instructions.SchCMd Bullet Information about Schedule C (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
If the organization answered "Yes" to Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet Section 527 organizations: Complete Part I-A only.
If the organization answered "Yes" to Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)): Complete Part II-A. Do not complete Part II-B.
Round Bullet Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered "Yes" to Form 990, Part IV, Line 5 (Proxy Tax) or Form 990-EZ, Part V, line 35c (Proxy Tax), then
Round Bullet Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of the organization
IOWA HEALTH SYSTEM
 
Employer identification number

42-1435199
Part I-A
Complete if the organization is exempt under section 501(c) or is a section 527 organization.

1
Provide a description of the organization’s direct and indirect political campaign activities in Part IV.
2
Political expenditures ....................................SchCMd Bullet
$  
3
Volunteer hours ........................................
 

Part I-B
Complete if the organization is exempt under section 501(c)(3).
1
Enter the amount of any excise tax incurred by the organization under section 4955 .........SchCMd Bullet
$  
2
Enter the amount of any excise tax incurred by organization managers under section 4955 ......SchCMd Bullet
$  
3
If the organization incurred a section 4955 tax, did it file Form 4720 for this year? ..............
4a
Was a correction made? .........................................
b
If "Yes," describe in Part IV.
Part I-C
Complete if the organization is exempt under section 501(c), except section 501(c)(3).
1
Enter the amount directly expended by the filing organization for section 527 exempt function activities SchCMd Bullet
$  
2
Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ...................................SchCMd Bullet

$  
3
Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b..SchCMd Bullet

$  
4
Did the filing organization file Form 1120-POL for this year? ..........................
5
Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.
(a) Name (b) Address (c) EIN (d) Amount paid from filing organization's funds. If none, enter -0-. (e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.










For Paperwork Reduction Act Notice, see the instructions for Form 990 or 990-EZ.
Cat. No. 50084S
Schedule C (Form 990 or 990-EZ) 2013

Schedule C (Form 990 or 990-EZ) 2013
Page 2
Part II-A
Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).
A Check SchCMd Bulletexpenses, and share of excess lobbying expenditures).Click to see attachment
B Check SchCMd Bullet
Limits on Lobbying Expenditures
(The term "expenditures" means amounts paid or incurred.) 		(a) Filing
organization's
totals 		(b) Affiliated group
totals
1a Total lobbying expenditures to influence public opinion (grass roots lobbying) ...... 0 0
b Total lobbying expenditures to influence a legislative body (direct lobbying) ....... 820,035 947,884
c Total lobbying expenditures (add lines 1a and 1b) ................... 820,035 947,884
d Other exempt purpose expenditures ........................ 219,491,781 2,823,313,945
e Total exempt purpose expenditures (add lines 1c and 1d) ............... 220,311,816 2,824,261,829
f Lobbying nontaxable amount. Enter the amount from the following table in both
columns.		 1,000,000 1,000,000
If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:
Not over $500,00020% of the amount on line 1e.
Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.
Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.
Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.
Over $17,000,000$1,000,000.
g Grassroots nontaxable amount (enter 25% of line 1f) ................. 250,000 250,000
h Subtract line 1g from line 1a. If zero or less, enter -0-. ................ 0 0
i Subtract line 1f from line 1c. If zero or less, enter -0-. ................ 0 0
j If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting
section 4911 tax for this year? ......................................

4-Year Averaging Period Under Section 501(h)
(Some organizations that made a section 501(h) election do not have to complete all of the five
columns below. See the instructions for lines 2a through 2f on page 4.)
Lobbying Expenditures During 4-Year Averaging Period
Calendar year (or fiscal year
beginning in) 		(a) 2010 (b) 2011 (c) 2012 (d) 2013 (e) Total
2a Lobbying nontaxable amount 1,000,000 1,000,000 1,000,000 1,000,000 4,000,000
b Lobbying ceiling amount
(150% of line 2a, column(e)) 		6,000,000
c Total lobbying expenditures 927,928 809,126 893,042 947,884 3,577,980
d Grassroots nontaxable amount 250,000 250,000 250,000 250,000 1,000,000
e Grassroots ceiling amount
(150% of line 2d, column (e))		 1,500,000
f Grassroots lobbying expenditures          
Schedule C (Form 990 or 990-EZ) 2013


Schedule C (Form 990 or 990-EZ) 2013
Page 3
Part II-B
Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).
For each "Yes" response to lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.
(a)
No
Yes
(b)
Amount
1
During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:
a
Volunteers? .........................................
 
 
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ....
 
 
c
Media advertisements? ....................................
 
 
 
d
Mailings to members, legislators, or the public? .........................
 
 
 
e
Publications, or published or broadcast statements? .......................
 
 
 
f
Grants to other organizations for lobbying purposes? .......................
 
 
 
g
Direct contact with legislators, their staffs, government officials, or a legislative body? ........
 
 
 
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ......
 
 
 
i
Other activities? ..........................
 
 
 
j
Total. Add lines 1c through 1i ...............................
 
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
 
b
If "Yes," enter the amount of any tax incurred under section 4912 .................
 
c
If "Yes," enter the amount of any tax incurred by organization managers under section 4912 .....
 
d
If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? .......
 
 
Part III-A
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).
Yes
No
1
Were substantially all (90% or more) dues received nondeductible by members? ................
1
 
 
2
Did the organization make only in-house lobbying expenditures of $2,000 or less? ................
2
 
 
3
Did the organization agree to carry over lobbying and political expenditures from the prior year? ..........
3
 
 
Part III-B
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered "No" OR (b) Part III-A, line 3, is answered “Yes."
1
Dues, assessments and similar amounts from members .....................
1
 
2
Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political
expenses for which the section 527(f) tax was paid).
a
Current year .........................................
2a
 
b
Carryover from last year ....................................
2b
 
c
Total ............................................
2c
 
3
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .
3
 
4
If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ................................
4
 
5
Taxable amount of lobbying and political expenditures (see instructions) ..............
5
 
Part IV
Supplemental Information
Provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part II-A (affiliated group list); Part II-A, line 2; and Part ll-B, line 1. Also, complete this part for any additional information.
Return Reference Explanation
Schedule C (Form 990 or 990EZ) 2013

Additional Data


Software ID:  
Software Version:  

SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," to Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b
SchDMd Bullet Attach to Form 990. SchDMd Bullet See separate instructions. SchDMd Bullet Information about Schedule D (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
IOWA HEALTH SYSTEM
 
Employer identification number

42-1435199
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .........    
2 Aggregate contributions to (during year) ...    
3 Aggregate grants from (during year) .....    
4 Aggregate value at end of year ........    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ....................... 2a  
b Total acreage restricted by conservation easements .................. 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 8/17/06, and not on a historic structure listed in the National Register .................... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................
6
Staff and volunteer hours devoted to monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .......................................
9
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" to Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:
(i)
Revenues included in Form 990, Part VIII, line 1 ........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ..............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 (ASC 958) relating to these items:
a
Revenues included in Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2013

Schedule D (Form 990) 2013
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?........
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990,
Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b
If "Yes," explain the arrangement in Part XIII and complete the following table:
Amount
c Beginning balance ................................. 1c  
d Additions during the year .............................. 1d  
e Distributions during the year ............................. 1e  
f Ending balance ................................... 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21? .....................
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ........
Part V
Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
(a)Current year (b)Prior year b (c)Two years back (d)Three years back (e)Four years back
1a Beginning of year balance .... 58,647 102,976 46,770 41,860 40,498
b Contributions ........ 25,281 81,667 150,535 41,430 51,133
c Net investment earnings, gains, and losses 494 1,807 1,400 1,815 1,508
d Grants or scholarships .....          
e Other expenditures for facilities
and programs ........ 		11,146 127,803 95,729 38,335 51,279
f Administrative expenses ....          
g End of year balance ...... 73,276 58,647 102,976 46,770 41,860
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet0 %
b
Permanent endowment SchDMd Bullet0 %
c
Temporarily restricted endowment SchDMd Bullet100.000 %
The percentages in lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations ........................
3a(i)
 
No
(ii) related organizations ........................
3a(ii)
 
No
b
If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis (investment) (b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .................      
b Buildings ................   4,306 4,306 0
c Leasehold improvements ............   20,262,070 17,943,435 2,318,635
d Equipment ................   285,573,488 166,953,547 118,619,941
e Other .................   26,581,604   26,581,604
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......SchDMdBullet 147,520,180
Schedule D (Form 990) 2013

Schedule D (Form 990) 2013
Page 3
Part VII
Investments—Other Securities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11b. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)		 (b)Book value (c) Method of valuation:
Cost or end-of-year market value
(1)Financial derivatives    
(2)Closely-held equity interests    
Other








Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet  
Part VIII
Investments—Program Related. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
Federal income taxes  
SELF-INSURANCE RESERVE 574,266
SWAP LIABILITY 50,911,263
LONG-TERM RETENTION INCENTIVES 6,794,028
DUE TO AFFILIATES 1,374,347
MISCELLANEOUS LONG-TERM LIABILITIES 2,816,615




Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 62,470,519
2. Liability for uncertain tax positions In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII ..................................................
Schedule D (Form 990) 2013

Schedule D (Form 990) 2013
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1 215,769,000
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains on investments .......... 2a 26,834,379
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d 99,739
e Add lines 2a through 2d ..................... 2e 26,934,118
3 Subtract line 2e from line 1..................... 3 188,834,882
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a 11,414
b Other (Describe in Part XIII.) ........... 4b 82,086,297
c Add lines 4a and 4b....................... 4c 82,097,711
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 270,932,593
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1 214,280,000
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities .......... 2a  
b Prior year adjustments .............. 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d 99,739
e Add lines 2a through 2d...................... 2e 99,739
3 Subtract line 2e from line 1..................... 3 214,180,261
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a 11,414
b Other (Describe in Part XIII.) ............ 4b 34,243,733
c Add lines 4a and 4b....................... 4c 34,255,147
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 248,435,408
Part XIII
Supplemental Information
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
PART V, LINE 4: THE ORGANIZATION RETAINS FUNDS FOR INTENDED FUTURE USES, INCLUDING PURCHASE OF EQUIPMENT, INDIGENT CARE, FUNDING OF MISSION RELATED OPERATIONS, AND HEALTH EDUCATION. IN ADDITION, SOME FUNDS ARE HELD FOR INVESTMENT IN PERPETUITY.
PART X, LINE 2: UNITYPOINT HEALTH AND MOST OF ITS SUBSIDIARIES ARE CLASSIFIED AS TAX-EXEMPT ORGANIZATIONS AS DESCRIBED IN SECTIONS 501(C)(3) AND 501(C)(2) OF THE INTERNAL REVENUE CODE (THE CODE). TAX-EXEMPT ORGANIZATIONS ARE NOT SUBJECT TO FEDERAL AND STATE INCOME TAXES ON RELATED INCOME, PURSUANT TO SECTION 501(A) OF THE CODE. THESE ORGANIZATIONS ARE SUBJECT TO FEDERAL AND STATE INCOME TAXES TO THE EXTENT THEY HAVE UNRELATED BUSINESS INCOME AS DESCRIBED UNDER PROVISIONS OF SECTION 511 OF THE CODE. THE SYSTEM FILES FORM 990 FOR SUBSTANTIALLY ALL OF ITS OPERATING ENTITIES IN THE U.S. FEDERAL JURISDICTION AND IS NO LONGER SUBJECT TO EXAMINATION BY TAX AUTHORITIES FOR THE YEARS BEFORE 2010. 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 DURING THE CARRYFORWARD PERIOD. NO INCOME TAX BENEFIT HAS BEEN RECOGNIZED FOR THE NET OPERATING LOSS CARRYFORWARDS OR OTHER POTENTIAL DEFERRED TAX ASSETS IN THE CONSOLIDATED FINANCIAL STATEMENTS BECAUSE THE SYSTEM BELIEVES REALIZATION OF THESE BENEFITS IS UNLIKELY.
PART XI, LINE 2D - OTHER ADJUSTMENTS: SUBSIDIARY ELIMINATING ENTRY 99,739.
PART XI, LINE 4B - OTHER ADJUSTMENTS: REVENUES IN UNRESTRICTED FUND BALANCE 81,879,908. REVENUES IN TEMPORARILY RESTRICTED FUND BALANCE 14,629. IOWA HEALTH SYSTEM CONTRACTING SERVICES REBATES 190,737. ROUNDING 1,023.
PART XII, LINE 2D - OTHER ADJUSTMENTS: SUBSIDIARY ELIMINATING ENTRY 99,739.
PART XII, LINE 4B - OTHER ADJUSTMENTS: EXPENSES IN UNRESTRICTED FUND BALANCE 34,051,927. IOWA HEALTH SYSTEM CONTRACTING SERVICES REBATES 190,737. ROUNDING 1,069.
Schedule D (Form 990) 2013

Additional Data


Software ID:  
Software Version:  




Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," to Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990
lBullet Information about Schedule I (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
Name of the organization
IOWA HEALTH SYSTEM
 
Employer identification number
42-1435199
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ....................................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Governments and Organizations in the United States. Complete if the organization answered "Yes" to
Form 990, Part IV, line 21, for any recipient that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government		 (b) EIN (c) IRC Code section
if applicable		 (d) Amount of cash grant (e) Amount of non-cash
assistance		 (f) Method of valuation
(book, FMV, appraisal,
other)		 (g) Description of
non-cash assistance		 (h) Purpose of grant
or assistance
(1) 100 GREAT IOWA NURSES
2400 86TH STREET
URBANDALE,IA50322 		42-0636682 501(C)(6) 5,000       EVENT SPONSOR
(2) CHARACTER COUNTS IN IOWA
1213 25TH ST
DES MOINES,IA50311 		39-1896160 501(C)(3) 25,000       PROGRAM SUPPORT
(3) GIRL SCOUTS OF GREATER IOWA
10715 HICKMAN ROAD
DES MOINES,IA50322 		42-0698218 501(C)(3) 20,000       PROGRAM SUPPORT
(4) IOWA HEALTH CARE COLLABORATIVE
100 E GRAND AVE SUITE 360
DES MOINES,IA50309 		20-3869767 501(C)(3) 25,000       PROGRAM SUPPORT
(5) IOWA HEALTHIEST STATE
PO BOX 678
CHARITON,IA500490678 		45-4570642 501(C)(3) 10,000       PROGRAM SUPPORT
(6) IOWA HOSPITAL ASSOCIATION
100 E GRAND AVE SUITE 100
DES MOINES,IA50309 		42-0706508 501(C)(6) 15,000       PROGRAM SUPPORT
(7) IOWA PHYSICIANS CLINIC MEDICAL FOUNDATION
8101 BIRCHWOOD CT
JOHNSTON,IA50131 		42-1411630 501(C)(3) 34,051,927       PROGRAM SUPPORT
(8) IOWA POISON CONTROL CENTER
2910 HAMILTON BLVD
SIOUX CITY,IA51104 		42-1509042 501(C)(3) 89,776       PROGRAM SUPPORT
(9) IOWA WOMEN'S LEADERSHIP CONFERENCE
305 2ND ST SE
CEDAR RAPIDS,IA52401 		45-2932668 501(C)(3) 10,000       PROGRAM SUPPORT
(10) JUNIOR ACHIEVEMENT OF CENTRAL IOWA
6100 GRAND AVENUE
DES MOINES,IA50312 		42-0759070 501(C)(3) 5,000       PROGRAM SUPPORT
(11) MAKE-A-WISH FOUNDATION OF IOWA
3024 104TH ST
URBANDALE,IA50322 		42-1310530 501(C)(3) 7,500       PROGRAM SUPPORT
(12) PRINCIPAL CHARITY CLASSIC
2771 104TH ST STE 1
URBANDALE,IA50322 		42-6139033 501(C)(3) 15,000       EVENT SPONSOR
(13) UNIVERSITY OF IOWA FOUNDATION
PO BOX 4550
IOWA CITY,IA52244 		42-0796760 501(C)(3) 62,500       PROGRAM SUPPORT
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................ Bullet Image
11
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
2
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2013

Schedule I (Form 990) 2013
Page 2
Part III
Grants and Other Assistance to Individuals in the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
(a)Type of grant or assistance (b)Number of
recipients		 (c)Amount of
cash grant		 (d)Amount of
non-cash assistance		 (e)Method of valuation (book,
FMV, appraisal, other)		 (f)Description of non-cash assistance












Part IV
Supplemental Information. Provide the information required in Part I, line 2, Part III, column (b), and any other additional information.
Return Reference Explanation
PART I, LINE 2: IOWA HEALTH SYSTEM REQUIRES EACH RECIPIENT OF THE GRANTS (OTHER THAN ASSISTANCE TO RELATED ORGANIZATIONS IN THE FORM OF WORKING CAPITAL) TO APPLY FOR THE GRANT AND OUTLINE A SERIES OF ELIGIBLITY STANDARDS THAT ARE REQUIRED TO BE MET. IOWA HEALTH SYSTEM THEN REVIEWS THESE APPLICATIONS, AND BASED ON NEED AND ELIGIBILITY, A COMMITTEE MAKES THE FINAL DECISION ON ALL GRANT RECIPIENTS.
Schedule I (Form 990) 2013


Additional Data


Software ID:  
Software Version:  


Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, line 23.
SchJMediumBullet Attach to Form 990. SchJMediumBullet See separate instructions.
SchJMediumBullet Information about Schedule J (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
IOWA HEALTH SYSTEM
 
Employer identification number

42-1435199
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed in Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain....
1b
Yes
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked in line 1a? ..
2
Yes
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed in Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? ................
4a
Yes
 
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
Yes
 
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3) and 501(c)(4) organizations only must complete lines 5-9.
5
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ...........................
5a
 
No
b
Any related organization? .........................
5b
 
No
If "Yes," to line 5a or 5b, describe in Part III.
6
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ...........................
6a
 
No
b
Any related organization? .........................
6b
 
No
If "Yes," to line 6a or 6b, describe in Part III.
7
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported in Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III .............................
8
 
No
9
If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2013

Schedule J (Form 990) 2013
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits		 (E) Total of columns
(B)(i)-(D) 		(F) Compensation
reported as deferred
in prior Form 990
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
(1)STANTON DANIELSON MDBOARD MEMBER (i)
(ii)		 0
332,504 		0
29,882 		0
3,768 		0
70,529 		0
17,349 		0
454,032 		0
0
(2)MARK JOHNSONSVP/CFO (i)
(ii)		 268,417
0 		30,875
0 		94,418
0 		117,616
0 		18,851
0 		530,177
0 		0
0
(3)WILLIAM LEAVERPRESIDENT/CEO (i)
(ii)		 1,088,523
0 		209,751
0 		66,768
0 		885,177
0 		42,772
0 		2,292,991
0 		0
0
(4)KEVIN VERMEEREVP/CSO & ACO CEO (i)
(ii)		 623,473
0 		137,500
0 		62,259
0 		264,798
0 		22,745
0 		1,110,775
0 		0
0
(5)DAVID BRANDONPRESIDENT/CEO - DUB (i)
(ii)		 0
307,858 		0
79,336 		0
55,075 		0
121,528 		0
17,156 		0
580,953 		0
0
(6)ERIC CROWELLCEO - DSM (i)
(ii)		 0
554,590 		0
54,532 		0
66,659 		0
504,278 		0
25,626 		0
1,205,685 		0
0
(7)PAMELA DELAGARDELLEPRESIDENT/CEO - WAT (i)
(ii)		 0
293,627 		0
10,000 		0
55,051 		0
60,750 		0
26,282 		0
445,710 		0
0
(8)DENNY DRAKEVP GENERAL COUNSEL/CORP CO (i)
(ii)		 449,074
0 		52,844
0 		54,281
0 		289,692
0 		16,592
0 		862,483
0 		0
0
(9)KARA DUNHAMVP FINANCE (i)
(ii)		 205,234
0 		24,938
0 		36,488
0 		34,064
0 		21,925
0 		322,649
0 		0
0
(10)JOHN FROWNFELTERCHIEF MEDICAL INFO OFFICER (i)
(ii)		 280,634
0 		34,000
0 		31,000
0 		8,294
0 		17,711
0 		371,639
0 		0
0
(11)JOY GROSSERVP & CIO (i)
(ii)		 373,481
0 		43,311
0 		43,529
0 		129,127
0 		1,327
0 		590,775
0 		0
0
(12)ALAN KAPLAN MDVP/CMO & PRES/CEO IPCMF (i)
(ii)		 562,291
0 		137,500
0 		55,636
0 		236,335
0 		21,915
0 		1,013,677
0 		0
0
(13)KATHERINE MARCHIKVP/SUPPLY MANAGEMENT (i)
(ii)		 235,669
0 		27,016
0 		46,174
0 		33,962
0 		17,405
0 		360,226
0 		0
0
(14)MICHAEL MURPHY TO 0913VP SR/CEO ACCOUNTABLE CARE (i)
(ii)		 358,253
0 		152,500
0 		185,892
0 		23,487
0 		23,215
0 		743,347
0 		0
0
(15)EMILY PORTERVP PEOPLE EXCELLENCE (i)
(ii)		 297,960
0 		28,500
0 		35,206
0 		41,320
0 		26,525
0 		429,511
0 		0
0
(16)SABRA ROSENERVP GOVERNMENT RELATIONS (i)
(ii)		 236,274
0 		29,213
0 		36,870
0 		30,835
0 		27,640
0 		360,832
0 		0
0
(17)RICHARD SEIDLERPRESIDENT/CEO - QC (i)
(ii)		 0
507,258 		0
53,537 		0
61,430 		0
303,105 		0
13,554 		0
938,884 		0
0
(18)ARIC SHARP FR 0513VP/ACO (i)
(ii)		 195,497
0 		20,000
0 		148,986
0 		9,334
0 		13,805
0 		387,622
0 		0
0
(19)DEBORAH SIMONPRESIDENT/CEO - PM (i)
(ii)		 0
368,577 		0
81,803 		0
168,496 		0
116,938 		0
24,617 		0
760,431 		0
0
(20)PHYLLIS STADTLANDERCEO - HOME (i)
(ii)		 0
197,771 		0
31,191 		0
15,150 		0
51,509 		0
9,253 		0
304,874 		0
0
(21)SUSAN THOMPSONCEO - FD (i)
(ii)		 0
325,066 		0
89,606 		0
67,893 		0
176,032 		0
14,406 		0
673,003 		0
0
(22)PETER THOREENPRESIDENT/CEO - SC (i)
(ii)		 0
325,914 		0
60,314 		0
58,932 		0
203,699 		0
24,188 		0
673,047 		0
0
(23)TOM TIBBITTSVP SYS DEV-IHS (i)
(ii)		 27,553
0 		81,724
0 		549,060
0 		5,465
0 		64
0 		663,866
0 		547,071
0
(24)THEODORE TOWNSENDPRESIDENT/CEO - CR (i)
(ii)		 0
438,640 		0
27,663 		0
69,339 		0
323,469 		0
18,644 		0
877,755 		0
0
(25)DAVID BURLAGEASSOC COUNSEL (i)
(ii)		 197,878
0 		26,276
0 		0
0 		11,367
0 		12,174
0 		247,695
0 		0
0
(26)KATHLEEN CUNNINGHAMEXEC DIR ACCT CARE STRATEG (i)
(ii)		 190,831
0 		16,026
0 		18,829
0 		12,589
0 		18,120
0 		256,395
0 		0
0
(27)MATTHEW KIRSCHNER FR 0613VP/TREASURY (i)
(ii)		 159,345
0 		50,000
0 		55,320
0 		6,692
0 		8,725
0 		280,082
0 		0
0
(28)ANTHONY LANGENSTEIN TO 0913DIR TECHNOLOGY (i)
(ii)		 133,100
0 		19,045
0 		79,072
0 		9,341
0 		19,659
0 		260,217
0 		0
0
(29)DEBORAH MUROEXEC DIR CLINICAL & BUS APPL (i)
(ii)		 180,647
0 		15,479
0 		8,500
0 		9,969
0 		13,258
0 		227,853
0 		0
0
(30)JOHN KNOX TO 1111FORMER PRESIDENT/CEO - WAT (i)
(ii)		 0
0 		0
0 		0
164,673 		0
37,209 		0
1,636 		0
203,518 		0
0
Schedule J (Form 990) 2013

Schedule J (Form 990) 2013
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II.
Also complete this part for any additional information.
Return Reference Explanation
PART I, LINE 1A TRAVEL: CEO AND BOARD MEMBERS USE PRIVATE CHARTER FOR BUSINESS TRAVEL BETWEEN AFFILIATE CITIES AND FOR BOARD OF DIRECTOR MEETINGS. THIS TRAVEL IS FOR BUSINESS PURPOSES ONLY. NO FIRST CLASS COMMERCIAL TRAVEL IS REIMBURSED. TRAVEL FOR COMPANIONS: SPOUSES SOMETIMES ACCOMPANY BOARD MEMBERS AND/OR OFFICERS ON ORGANIZATIONAL ACTIVITIES, INCLUDING BOARD RETREATS. THE ADDITIONAL COST ATTRIBUTABLE TO THE SPOUSE IS TREATED AS TAXABLE COMPENSATION TO THE BOARD MEMBER OR OFFICER AND REPORTED AS APPROPRIATE TO THE IRS. TAX INDEMNIFICATION AND GROSS-UP PAYMENTS: IF AN INDIVIDUAL IS PROVIDED SOMETHING FROM THE EMPLOYER OF VALUE, SUCH AS A PAID BENEFIT, GIFT CARD OR GIFT, WHICH IS CONSIDERED TAXABLE INCOME, THEN THE EMPLOYER WILL ADD IMPUTED AMOUNTS TO PAYCHECK IN ORDER TO TAX APPROPRIATELY.
PART I, LINES 4A-B THE FOLLOWING INDIVIDUAL(S) RECEIVED A SEVERANCE PAYMENT DURING THE YEAR THAT WAS INCLUDED IN THEIR TAXABLE INCOME: ANTHONY LANGENSTEIN $44,816; MICHAEL MURPHY $96,577; JOHN KNOX $164,981. THE FOLLOWING INDIVIDUAL(S) PARTICIPATED IN A NON-QUALIFIED RETIREMENT PLAN WITH THE FOLLOWING CHANGES TO THEIR ACCOUNTS: DAVID BRANDON $96,979; ERIC CROWELL $469,270; PAMELA DELAGARDELLE $48,000; DENNIS DRAKE $276,942; KARA DUNHAM $22,116; JOY GROSSER $111,519; MARK JOHNSON $102,316; ALAN KAPLAN $223,585; WILLIAM LEAVER $855,679; KATHERINE MARCHIK $21,327; EMILY PORTER $28,570; SABRA ROSENER $25,735; RICHARD SEIDLER $275,238; DEBORAH SIMON $79,922; PHYLLIS STADTLANDER $36,107; SUSAN THOMPSON $163,282; PETER THOREEN, $186,878; THEODORE TOWNSEND $276,421; KEVIN VERMEER $241,254. THE FOLLOWING INDIVIDUAL(S) RECEIVED PAYMENT FROM A NON-QUALIFIED RETIREMENT PLAN: THOMAS TIBBITTS $547,071.
Schedule J (Form 990) 2013

Additional Data


Software ID:  
Software Version:  
Schedule K
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information on Tax Exempt Bonds
SchKMediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, line 24a. Provide descriptions,
explanations, and any additional information in Part VI.
SchKMediumBullet Attach to Form 990. SchKMediumBullet See separate instructions.
SchKMediumBulletInformation about Schedule K (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
Name of the organization
IOWA HEALTH SYSTEM
 
Employer identification number
42-1435199
Part I
Bond Issues
(a) Issuer name (b) Issuer EIN (c) CUSIP # (d) Date issued (e) Issue price (f) Description of purpose (g) Defeased (h) On
behalf of
issuer 		(i) Pool
financing
Yes No Yes No Yes No
A IOWA FINANCE AUTHORITY
  		52-1699886 462466CF8 03-04-2009 244,270,000 SEE PART V X     X   X
B IOWA FINANCE AUTHORITY
  		52-1699886 462466DS9 08-06-2009 402,440,333 SEE PART V   X   X   X
C IOWA FINANCE AUTHORITY
  		52-1699886 462466ER0 09-19-2013 101,172,373 SEE PART V   X   X   X
D IOWA FINANCE AUTHORITY
  		52-1699886 462466ET6 10-03-2013 79,120,000 SEE PART V   X   X   X
Part II
Proceeds
A B C D
1 Amount of bonds retired . . . . . . . . . . . . . .        
2 Amount of bonds legally defeased . . . . . . . . . . . 28,620,000      
3 Total proceeds of issue . . . . . . . . . . . . . . 244,271,037 402,440,333 101,172,373 79,120,000
4 Gross proceeds in reserve funds . . . . . . . . . . . .        
5 Capitalized interest from proceeds . . . . . . . . . . .        
6 Proceeds in refunding escrows . . . . . . . . . . . . 201,270,000 351,270,000   28,620,000
7 Issuance costs from proceeds . . . . . . . . . . . . 1,064,433 1,064,433 1,172,373 500,000
8 Credit enhancement from proceeds . . . . . . . . . . .        
9 Working capital expenditures from proceeds . . . . . . . . .        
10 Capital expenditures from proceeds . . . . . . . . . . . 43,001,037 50,127,894 100,000,000  
11 Other spent proceeds . . . . . . . . . . . . . . 50,000,000     50,000,000
12 Other unspent proceeds . . . . . . . . . . . . . .        
13 Year of substantial completion . . . . . . . . . . . . 2011 2010 2014 2014
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue? . . . . . X   X   X     X
15 Were the bonds issued as part of an advance refunding issue? . . . . .   X   X   X   X
16 Has the final allocation of proceeds been made? . . . . . . . . X   X     X   X
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? . . . . . . . . . . . . . . X   X   X   X  
Part III
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? . . . . . . . X   X   X   X  
2 Are there any lease arrangements that may result in private business use of bond-financed property? . . . . . . . . . X   X   X     X
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2013
Schedule K (Form 990) 2013
Page 2
Part III
Private Business Use (Continued)
A B C D
Yes No Yes No Yes No Yes No
3a Are there any management or service contracts that may result in private business use of bond-financed property? . . . . . . . . . . . . X   X   X     X
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property? X   X   X      
c Are there any research agreements that may result in private business use of bond-financed property? . . . . . . . . . . . . . . .   X   X   X   X
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property?                
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government . . SchKMediumBullet 0 % 0 % 0 % 0 %
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government . . . . . . . SchKMediumBullet 0.010 % 0.010 % 0 % 0 %
6 Total of lines 4 and 5 . . . . . . . . . . . . . 0.010 % 0.010 % 0 % 0 %
7 Does the bond issue meet the private security or payment test? . . . . .   X   X   X   X
8a Has there been a sale or disposition of any of the bond financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?. . . . . . . . . . . . . . . . .   X   X   X   X
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of.        
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? . . . . . . . . . . . . .                
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under
Regulations sections 1.141-12 and 1.145-2? . . . . . . . 		X   X   X   X  
Part IV
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has the issuer filed Form 8038-T? . . . . .   X   X   X   X
2 If "No" to line 1, did the following apply? . . . .
a Rebate not due yet? . . . . . . . .   X   X   X   X
b Exception to rebate? . . . . . . . . X   X   X   X  
c No rebate due? . . . . . . . .   X   X   X   X
If you checked "No rebate due" in line 2c, provide in
Part VI the date the rebate computation was performed
3 Is the bond issue a variable rate issue? . . . . X     X   X   X
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue? X     X   X   X
b Name of provider . . . . . . . . . SEE PART V
  		 
  		 
  		 
 
c Term of hedge . . . . . . . . . . 26.000000000000      
d Was the hedge superintegrated? . . . . X              
e Was the hedge terminated? . . . . . .   X            
Schedule K (Form 990) 2013
Schedule K (Form 990) 2013
Page 3
Part IV
Arbitrage (Continued)
A B C D
Yes No Yes No Yes No Yes No
5a Were gross proceeds invested in a guaranteed investment contract (GIC)? . . . . . . . . .   X   X   X   X
b Name of provider . . . . . . . . .  
  		 
  		 
  		 
 
c Term of GIC . . . . . . . . . .        
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? . . . . .                
6 Were any gross proceeds invested beyond an available temporary period? . . . . . . . .   X   X   X   X
7 Has the organization established written procedures to monitor the requirements of section 148? . . . X   X   X   X  
Part V
Procedures To Undertake Corrective Action
A B C D
Yes No Yes No Yes No Yes No
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations? X   X   X   X  
Part VI
Supplemental Information. Provide additional information for responses to questions on Schedule K (see instructions).
Return Reference Explanation
PART I, LINE A(F) - BOND ISSUES (I) REFUND A PORTION OF THE IOWA FINANCE AUTHORITY'S HOSPITAL FACILITIES REVENUE BONDS, (IOWA HEALTH SYSTEM), SERIES 2005B ISSUED ON 7/27/05; (II) CONSTRUCT AND EQUIP HOSPITAL FACILITIES OF THE ORGANIZATION AND AFFILIATES LOCATED IN CEDAR RAPIDS, DES MOINES, DUBUQUE, FORT DODGE, SIOUX CITY, AND WATERLOO, IOWA.
PART I, LINE B(F) - BOND ISSUES (I) REFUND A PORTION OF THE IOWA FINANCE AUTHORITY'S HOSPITAL FACILITIES REVENUE BONDS, (IOWA HEALTH SYSTEM), SERIES 2005A ISSUED ON 7/27/05; (II) REFUND A PORTION OF THE IOWA FINANCE AUTHORITY'S HOSPITAL FACILITIES REVENUE BONDS (IOWA HEALTH SYSTEM), SERIES 2008A ISSUED ON 5/20/08; (III) CONSTRUCT AND EQUIP HOSPITAL FACILITIES OF THE ORGANIZATION AND AFFILIATES LOCATED IN DES MOINES, DUBUQUE, SIOUX CITY, AND WATERLOO, IOWA.
PART I, LINE C(F) - BOND ISSUES (I) CONSTRUCT AND EQUIP HOSPITAL FACILITIES OF THE ORGANIZATION AND AFFILIATES LOCATED IN CEDAR RAPIDS, DUBUQUE, MUSCATINE, SIOUX CITY, AND WATERLOO, IOWA.
PART I, LINE D(F) - BOND ISSUES (I) REFUND A PORTION OF THE IOWA FINANCE AUTHORITY'S HOSPITAL FACILITIES REVENUE BONDS (IOWA HEALTH SYSTEM), SERIES 2009A-E ISSUED ON 3/4/09; (II) REFUND A PORTION OF THE IOWA FINANCE AUTHORITY'S HOSPITAL FACILITIES REVENUE BONDS (IOWA HEALTH SYSTEM), SERIES 2009F ISSUED ON 8/6/09.
PART II, LINE 3(A) - PROCEEDS THERE IS A DIFFERENCE BETWEEN THE BOND ISSUE PRICE AND THE TOTAL PROCEEDS OF BOND ISSUE DUE TO INVESTMENT EARNINGS OF $1,037.
PART IV - ARBITRAGE CITIBANK, N.A.; JPMORGAN CHASE BANK, N.A.; MORGAN STANLEY CAPITAL SERVICES, INC.
Schedule K (Form 990) 2013

Additional Data


Software ID:  
Software Version:  

Schedule L
(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Transactions with Interested Persons
MediumBullet Complete if the organization answered
"Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c,
or Form 990-EZ, Part V, line 38a or 40b.
MediumBullet Attach to Form 990 or Form 990-EZ. MediumBullet See separate instructions.
MediumBulletInformation about Schedule L (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
IOWA HEALTH SYSTEM
 
Employer identification number

42-1435199
Part I
Excess Benefit Transactions (section 501(c)(3) and section 501(c)(4) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.
1(a) Name of disqualified person (b) Relationship between disqualified person and organization (c) Description of transaction (d) Corrected?
Yes No





2
Enter the amount of tax incurred by organization managers or disqualified persons during the year under section 4958. ........................... Bullet Image$
 
3
Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ....... Bullet Image$
 

Part II
Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990-EZ, Part V, line 38a, or Form 990, Part IV, line 26; or if the organization reported an amount on Form 990, Part X, line 5, 6, or 22
(a) Name of interested person (b) Relationship with organization (c) Purpose of loan (d) Loan to or from the organization? (e)Original principal amount (f)Balance due (g) In default? (h) Approved by board or committee? (i)Written agreement?
To From Yes No Yes No Yes No
Total ......Small Bullet $  
Part III
Grants or Assistance Benefitting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of assistance (d) Type of assistance (e) Purpose of assistance
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990 or 990-EZ) 2013
Schedule L (Form 990 or 990-EZ) 2013
Page 2
Part IV
Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of transaction (d) Description of transaction (e) Sharing of organization's revenues?
Yes No
(1) BKD LLP
  		COMMON BOARD MEMBER/OFFICER 662,801 AUDIT AND ACCOUNTING FEES   No
(2) MEDIMORE INC
  		COMMON BOARD MEMBER/OFFICER 300,951 EXPENSE REIMBURSEMENT   No
(3) TRUVEN HEALTH ANALYTICS
  		COMMON BOARD MEMBER/OFFICER 794,601 SALE OF MEDICAL EQUIPMENT   No
Part V
Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).
Return Reference Explanation
Schedule L (Form 990 or 990-EZ) 2013

Additional Data


Software ID:  
Software Version:  




SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Information about Schedule O (Form 990 or 990-EZ) and its instructions is at
www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
Name of the organization
IOWA HEALTH SYSTEM
 
Employer identification number

42-1435199
Return Reference Explanation
FORM 990, PART VI, SECTION A, LINE 7A IOWA HEALTH SYSTEM IS A SUPPORTING ORGANIZATION TO AFFILIATED NONPROFIT HOSPITALS. EACH HOSPITAL HAS THE POWER TO APPOINT DIRECTORS TO THE BOARD.
FORM 990, PART VI, SECTION A, LINE 7B IOWA HEALTH SYSTEM IS A SUPPORTING ORGANIZATION TO AFFILIATED NONPROFIT HOSPITALS. EACH HOSPITAL HAS THE POWER TO APPOINT BOARD OF DIRECTORS.
FORM 990, PART VI, SECTION B, LINE 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 ORGANIZATION HAS A CONFLICT OF INTEREST POLICY. ANNUALLY ALL OFFICERS, DIRECTORS, KEY EMPLOYEES AND REPORTING PHYSICIANS ARE REQUESTED TO COMPLETE A QUESTIONNAIRE TO REPORT POTENTIAL CONFLICTS OF INTEREST. PERSONS WHO HAVE NOT RETURNED QUESTIONNAIRES ARE CONTACTED ADDITIONAL TIMES IN AN EFFORT TO RECEIVE COMPLETE AND ACCURATE RESPONSES FROM ALL PERSONS. THE ANNUAL QUESTIONNAIRES INCLUDE AN ACKNOWLEDGEMENT THAT THE OFFICER, DIRECTOR, KEY EMPLOYEE OR REPORTING PHYSICIAN: 1) HAS ACCESS TO A COPY OF THE CONFLICT OF INTEREST POLICY; 2) HAS READ AND UNDERSTANDS THE POLICY; 3) AGREES TO COMPLY WITH THE POLICY; 4) UNDERSTANDS THAT THE POLICY APPLIES TO ALL COMMITTEES AND SUBCOMMITTEES HAVING BOARD-DELEGATED POWERS; AND 5) UNDERSTANDS THAT THE ORGANIZATION IS A CHARITABLE ORGANIZATION AND THAT IN ORDER TO MAINTAIN ITS TAX-EXEMPT STATUS, IT MUST CONTINUOUSLY ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. SENIOR ADMINISTRATIVE STAFF AT ALL RELATED ORGANIZATIONS PROVIDE INFORMATION TO A CENTRAL COORDINATOR RELATED TO THE IDENTIFICATION OF WHICH INDIVIDUALS SHOULD RECEIVE THE QUESTIONNAIRE FOR COMPLETION. THE RESULTS ARE COMPILED CENTRALLY AND REVIEWED BY THE IOWA HEALTH SYSTEM COMPLIANCE OFFICER AND DIRECTOR OF INTERNAL AUDIT. THE DETAIL RESULTS ARE REPORTED TO A COMMITTEE OF THE SYSTEM BOARD. THE RESULTS RELATED TO SPECIFIC REGIONAL PARENT COMPANIES, THEIR HOSPITALS AND RELATED ORGANIZATIONS, ARE DISTRIBUTED IN DETAIL TO THE CHAIRPERSON OF THE REGIONAL PARENT ORGANIZATION, THE CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER AND COMPLIANCE MANAGER. THESE INDIVIDUALS ARE ALSO REMINDED OF THE APPROPRIATE PROCESS TO BE FOLLOWED DURING THE YEAR TO ADDRESS POTENTIAL CONFLICTS OF INTEREST THAT RELATE TO MATTERS THAT ARE BROUGHT TO THE BOARD OF DIRECTORS FOR ACTION. THE INFORMATION DISCLOSED IS USED TO IDENTIFY POTENTIAL CONFLICTS OF INTEREST AND TO ASSIST IN COMPLETING IRS AND MEDICAID QUESTIONNAIRES. ANY DUALITY OF INTEREST OR POSSIBLE CONFLICT OF INTEREST ON THE PART OF ANY ORGANIZATIONAL OFFICER, DIRECTOR, KEY EMPLOYEE OR REPORTING PHYSICIAN TOGETHER WITH ALL MATERIAL FACTS, SHOULD BE DISCLOSED TO THE BOARD OF DIRECTORS AND MADE A MATTER OF RECORD, EITHER THROUGH AN ANNUAL PROCEDURE OR WHEN THE INTEREST OCCURS OR BECOMES A MATTER OF BOARD ACTION. ANY ORGANIZATIONAL OFFICER, DIRECTOR, KEY EMPLOYEE OR REPORTING PHYSICIAN HAVING A CONFLICT OF INTEREST IN ANY MATTER SHOULD NOT BE PRESENT DURING GENERAL DISCUSSION NOR VOTE OR USE HIS OR HER PERSONAL INFLUENCE ON THE MATTER, AND HE OR SHE SHOULD NOT BE COUNTED IN DETERMINING THE EXISTENCE OF A QUORUM FOR PURPOSES OF THE MATTER OR ITEM AS TO WHICH A CONFLICT EXISTS. THE BOARD SHOULD EXCLUDE THE INDIVIDUAL FROM ANY DISCUSSION OR VOTE IN WHICH THE BOARD DECIDES WHETHER OR NOT A CONFLICT OF INTEREST EXISTS. IN CASES IN WHICH AN OFFICER, DIRECTOR, KEY EMPLOYEE, REPORTING PHYSICIAN OR THE INDIVIDUAL'S HOUSEHOLD MEMBER HAS A CONFLICT OF INTEREST IN AN ARRANGEMENT OR TRANSACTION, THE FOLLOWING ADDITIONAL STEPS MAY BE TAKEN AT THE DIRECTION OF THE BOARD OF DIRECTORS: 1) AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE OR SHE SHALL LEAVE THE BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL 1) DECIDE IF A CONFLICT OF INTEREST EXISTS, 2) A DISINTERESTED PERSON OR COMMITTEE MAY BE APPOINTED TO INVESTIGATE ALTERNATIVES TO THE PROPOSED ARRANGEMENT OR TRANSACTION; 3) IN ORDER TO APPROVE THE ARRANGEMENT OR TRANSACTION, THE BOARD MUST FIRST FIND, BY MAJORITY VOTE OF DISINTERESTED MEMBERS, THAT THE ARRANGEMENT OR TRANSACTION IS IN THE ORGANIZATION'S BEST INTEREST, IS FAIR AND REASONABLE TO THE ORGANIZATION, AND, AFTER REASONABLE INVESTIGATION, THE DISINTERESTED MEMBERS HAVE DETERMINED THAT A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT CANNOT BE OBTAINED WITH REASONABLE EFFORTS UNDER THE CIRCUMSTANCES; THE MINUTES OF THE BOARD AND ALL COMMITTEES WITH BOARD-DELEGATED POWERS SHALL CONTAIN: 1) THE NAMES OF THE PERSONS WHO DISCLOSED OR OTHERWISE WERE FOUND TO HAVE A FINANCIAL INTEREST IN CONNECTION WITH AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, THE NATURE OF THE FINANCIAL INTEREST, ANY ACTION TAKEN TO DETERMINE WHETHER A CONFLICT OF INTEREST WAS PRESENT, AND THE BOARD'S OR COMMITTEE'S DECISION AS TO WHETHER A CONFLICT OF INTEREST IN FACT EXISTED; 2) THE NAMES OF THE PERSONS WHO WERE PRESENT FOR DISCUSSIONS AND VOTES RELATING TO THE TRANSACTION OR ARRANGEMENT, THE CONTENT OF THE DISCUSSION, INCLUDING ANY ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT, AND A RECORD OF ANY VOTES TAKEN IN CONNECTION THEREWITH; IN ORDER TO PROTECT THE ORGANIZATION'S BEST INTERESTS, APPROPRIATE DISCIPLINARY ACTION MAY BE TAKEN WITH RESPECT TO AN OFFICER, DIRECTOR, KEY EMPLOYEE OR REPORTING PHYSICIAN WHO VIOLATES THE CONFLICT OF INTEREST POLICY.
FORM 990, PART VI, SECTION B, LINE 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 2013 FOR THE FOLLOWING INDIVIDUALS: DAVID BRANDON, ERIC CROWELL, PAMELA DELAGARDELLE, DENNY DRAKE, KARA DUNHAM, JOY GROSSER, MARK JOHNSON, ALAN KAPLAN, MATTHEW KIRSCHNER, WILLIAM LEAVER, KATHERINE MARCHIK, EMILY PORTER, SABRA ROSENER, RICHARD SEIDLER, ARIC SHARP, DEBORAH SIMON, PHYLLIS STADTLANDER, SUSAN THOMPSON, PETER THOREEN, THEODORE TOWNSEND, KEVIN VERMEER. THE COMPENSATION AND BENEFITS OF THE OTHER PERSONS LISTED ON FORM 990, PART VII WAS ESTABLISHED BY AN INDEPENDENT PERSON/COMMITTEE USING AN INDEPENDENT COMPENSATION CONSULTANT AND/OR COMPENSATION SURVEY OR STUDY FOR SIMILARLY QUALIFED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS. COMPENSATION AND BENEFITS ARE BASED ON THE FAIR MARKET VALUE OF THE SERVICES PROVIDED TO THE ORGANIZATION.
FORM 990, PART VI, SECTION C, LINE 19 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 IX, LINE 11G MISCELLANEOUS PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 13,106,316. MANAGEMENT AND GENERAL EXPENSES 5,829,812. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 18,936,128. SERVICE MAINTENANCE CONTRACTS: PROGRAM SERVICE EXPENSES 33,118,299. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 33,118,299. HEALTH-CARE PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 1,216. MANAGEMENT AND GENERAL EXPENSES 16,000. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 17,216. PURCHASED HOUSEKEEPING AND LAUNDRY: PROGRAM SERVICE EXPENSES 255. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 255.
FORM 990, PART XI, LINE 9: SUBSIDIARY ELIMINATING ENTRY -63,148. FUND BALANCE TRANSFERS -827,720.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2013

Additional Data


Software ID:  
Software Version:  
SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBulletAttach to Form 990. MediumBullet See separate instructions.
MediumBullet Information about Schedule R (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
IOWA HEALTH SYSTEM
 
Employer identification number

42-1435199
Part I
Identification of Disregarded Entities Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) of disregarded entity


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Total income


 		(e)
End-of-year assets


 		(f)
Direct controlling
entity
(1) BHC LC
1776 WEST LAKES PKWY 400
WEST DES MOINES,IA50266
27-3820391 		INFORMATION TECHNOLOGY MGMT. IA 6 2,047 IOWA HEALTH SYSTEM
 
(2) DISEASE MANAGEMENT STRATEGIES LLC
1776 WEST LAKES PKWY 400
WEST DES MOINES,IA50266
11-3649153 		DISEASE CASE MANAGEMENT SERVICES IA 0 0 IOWA HEALTH SYSTEM
 
(3) IOWA HEALTH ACCOUNTABLE CARE LC
1776 WEST LAKES PKWY 400
WEST DES MOINES,IA50266
45-4550692 		ACCOUNTABLE CARE IA 7,891,493 8,581,406 IOWA HEALTH SYSTEM
 






Part II
Identification of Related Tax-Exempt Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.
(a)
Name, address, and EIN of related organization


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Exempt Code section


 		(e)
Public charity status
(if section 501(c)(3))

 		(f)
Direct controlling
entity

 		(g)
Section 512(b)(13) controlled entity?
Yes No
(1) ALLEN COLLEGE

1825 LOGAN AVENUE

WATERLOO,IA50703
42-1351526 		EDUCATE AND DEVELOP HEALTHCARE PROFESSIONALS IA 501(C)(3) 170(B)(1) (A)(III) ALLEN HEALTH SYSTEMS INC
 
Yes
 
(2) ALLEN HEALTH SYSTEMS INC

1825 LOGAN AVENUE

WATERLOO,IA50703
42-1201924 		SUPPORT AFFILIATES' MISSION TO IMPROVE HEALTH CARE IA 501(C)(3) 509(A)(3), TYPE II IOWA HEALTH SYSTEM
 
Yes
 
(3) ALLEN MEMORIAL HOSPITAL CORPORATION

1825 LOGAN AVENUE

WATERLOO,IA50703
42-0698265 		HOSPITAL IA 501(C)(3) 170(B)(1) (A)(III) ALLEN HEALTH SYSTEMS INC
 
Yes
 
(4) ANAMOSA AREA AMBULANCE SERVICE

101 GRANT WOOD DRIVE

ANAMOSA,IA52205
42-1466284 		PROVIDE AMBULANCE SERVICES IA 501(C)(3) 509(A)(2) ST LUKE'SJONES REGIONAL MEDICAL CENTER
 
Yes
 
(5) CENTRAL IOWA HEALTH PROPERTIES CORPORATION

1200 PLEASANT STREET

DES MOINES,IA50309
42-1233759 		PROPERTY HOLDING COMPANY IA 501(C)(2)   CENTRAL IOWA HEALTH SYSTEM
 
Yes
 
(6) CENTRAL IOWA HEALTH SYSTEM

1200 PLEASANT STREET

DES MOINES,IA50309
42-1189791 		SUPPORT AFFILIATES' MISSION TO IMPROVE HEALTH CARE IA 501(C)(3) 509(A)(3), TYPE II IOWA HEALTH SYSTEM
 
Yes
 
(7) CENTRAL IOWA HOSPITAL CORPORATION

1200 PLEASANT STREET

DES MOINES,IA50309
42-0680452 		HOSPITAL IA 501(C)(3) 170(B)(1) (A)(III) CENTRAL IOWA HEALTH SYSTEM
 
Yes
 
(8) FINLEY TRI-STATES HEALTH GROUP INC

350 NORTH GRANDVIEW AVENUE

DUBUQUE,IA52001
42-1307495 		SUPPORT AFFILIATES' MISSION TO IMPROVE HEALTH CARE IA 501(C)(3) 509(A)(3), TYPE II IOWA HEALTH SYSTEM
 
Yes
 
(9) HULT CENTER FOR HEALTHY LIVING INC

5409 N KNOXVILLE AVE

PEORIA,IL61614
36-3510390 		HEALTH EDUCATION TO THE COMMUNITY IL 501(C)(3) 170(B)(1) (A)(VI) PROCTOR HOSPITAL
 
Yes
 
(10) IOWA HEALTH FOUNDATION

1415 WOODLAND AVE SUITE E-200

DES MOINES,IA50309
42-1467682 		CHARITABLE FUNDRAISING IA 501(C)(3) 170(B)(1) (A)(VI) CENTRAL IOWA HEALTH SYSTEM
 
Yes
 
(11) IOWA HEALTH SYSTEM

1776 WEST LAKES PKWY 400

WEST DES MOINES,IA50266
42-1435199 		SUPPORT AFFILIATES' MISSION TO IMPROVE HEALTH CARE IA 501(C)(3) 509(A)(3), TYPE III  
Yes
 
(12) IOWA PHYSICIANS CLINIC MEDICAL FOUNDATION

8101 BIRCHWOOD COURT

JOHNSTON,IA50131
42-1411630 		PRIMARY HEALTH CARE SERVICES IA 501(C)(3) 170(B)(1) (A)(III) IOWA HEALTH SYSTEM
 
Yes
 
(13) MEMORIAL FOUNDATION OF ALLEN HOSPITAL

1825 LOGAN AVENUE

WATERLOO,IA50703
42-1201138 		CHARITABLE FUNDRAISING IA 501(C)(3) 170(B)(1) (A)(VI) ALLEN HEALTH SYSTEMS INC
 
Yes
 
(14) METHODIST HEALTH SERVICES CORPORATION

221 NORTHEAST GLEN OAK AVENUE

PEORIA,IL61636
37-1111135 		HEALTHCARE IL 501(C)(3) 509(A)(3), TYPE III IOWA HEALTH SYSTEM
 
Yes
 
(15) METHODIST MEDICAL CENTER FOUNDATION

221 NORTHEAST GLEN OAK AVENUE

PEORIA,IL61636
51-0186460 		FUNDRAISING IL 501(C)(3) 170(B)(1) (A)(VI) METHODIST HEALTH SERVICES CORPORATION
 
Yes
 
(16) METHODIST MEDICAL CENTER OF ILLINOIS

221 NORTHEAST GLEN OAK AVENUE

PEORIA,IL61636
37-0661223 		HEALTHCARE IL 501(C)(3) 170(B)(1) (A)(III) METHODIST HEALTH SERVICES CORPORATION
 
Yes
 
(17) METHODIST SERVICES INC

221 NORTHEAST GLEN OAK AVENUE

PEORIA,IL61636
37-1111134 		OFFICE RENTAL IL 501(C)(3) 509(A)(2) METHODIST HEALTH SERVICES CORPORATION
 
Yes
 
(18) NELLIE R SHERWOOD TRUST

1026 A AVENUE NE

CEDAR RAPIDS,IA52402
42-6061621 		PAY MEDICAL BILLS OF RETIRED TEACHERS UNABLE TO PAY IA 501(C)(3) 509(A)(3), TYPE I ST LUKE'S METHODIST HOSPITAL
 
Yes
 
(19) NORTH CENTRAL IOWA MENTAL HEALTH CENTER INCORPORATED

720 KENYON DRIVE

FORT DODGE,IA50501
42-0937390 		MENTAL HEALTH CARE IA 501(C)(3) 170(B)(1) (A)(III) TRINITY HEALTH SYSTEMS INC
 
Yes
 
(20) NORTHWEST IOWA HOSPITAL CORPORATION

2720 STONE PARK BLVD

SIOUX CITY,IA51104
42-1019872 		HOSPITAL IA 501(C)(3) 170(B)(1) (A)(III) IOWA HEALTH SYSTEM
 
Yes
 
(21) PROCTOR HEALTH CARE INCORPORATED

5409 N KNOXVILLE AVE

PEORIA,IL61614
37-1133412 		PROVISION OF MANAGEMENT SERVICES AND SUPPORT TO PROCTOR HOSPITAL IL 501(C)(3) 170(B)(1) (A)(III) METHODIST HEALTH SERVICES CORPORATION
 
Yes
 
(22) PROCTOR HEALTH SYSTEMS

5409 N KNOXVILLE AVE

PEORIA,IL61614
36-4147437 		PROVIDE QUALITY, COST-EFFECTIVE HEALTH CARE TO THE GENERAL PUBLIC IL 501(C)(3) 170(B)(1) (A)(III) PROCTOR HEALTH CARE INCORPORATED
 
Yes
 
(23) PROCTOR HOSPITAL

5409 N KNOXVILLE AVE

PEORIA,IL61614
37-0681540 		PROVIDE BROAD RANGE OF HEALTHCARE SERVICES & ACTIVITIES TO THE COMMUNITY IL 501(C)(3) 170(B)(1) (A)(III) PROCTOR HEALTH CARE INCORPORATED
 
Yes
 
(24) SELF INSURANCE TRUST AGREEMENT EST BY METHODIST MEDICAL CENTER OF ILLINOIS

221 NORTHEAST GLEN OAK AVENUE

PEORIA,IL61636
37-6181831 		FUND SELF-INSURANCE PLAN IL 501(C)(3) 509(A)(3), TYPE I METHODIST MEDICAL CENER OF ILLINOIS
 
Yes
 
(25) SIOUXLAND PACE INC

313 COOK STREET

SIOUX CITY,IA51103
26-1120134 		ALL-INCLUSIVE CARE FOR THE ELDERLY IA 501(C)(3) 170(B)(1) (A)(III) ST LUKE'S HEALTH SYSTEM INC
 
Yes
 
(26) ST LUKE'S HEALTH RESOURCES

2720 STONE PARK BLVD

SIOUX CITY,IA51104
42-1059182 		OUTPATIENT CLINICS AND HEALTHCARE SERVICES IA 501(C)(3) 509(A)(2) ST LUKE'S HEALTH SYSTEM INC
 
Yes
 
(27) ST LUKE'S HEALTH SYSTEM INC

2720 STONE PARK BLVD

SIOUX CITY,IA51104
42-1294091 		SUPPORT AFFILIATES' MISSION TO IMPROVE HEALTH CARE IA 501(C)(3) 509(A)(3), TYPE III IOWA HEALTH SYSTEM
 
Yes
 
(28) ST LUKE'S HEALTHCARE

1026 A AVENUE NE

CEDAR RAPIDS,IA52402
42-1487968 		SUPPORT AFFILIATES' MISSION TO IMPROVE HEALTH CARE IA 501(C)(3) 509(A)(3), TYPE II IOWA HEALTH SYSTEM
 
Yes
 
(29) ST LUKE'S METHODIST HOSPITAL

1026 A AVENUE NE

CEDAR RAPIDS,IA52402
42-0504780 		HOSPITAL IA 501(C)(3) 170(B)(1) (A)(III) ST LUKE'S HEALTHCARE
 
Yes
 
(30) ST LUKE'SJONES REGIONAL MEDICAL CENTER

1795 HIGHWAY 64 EAST

ANAMOSA,IA52205
42-1487967 		HOSPITAL IA 501(C)(3) 170(B)(1) (A)(III) ST LUKE'S HEALTHCARE
 
Yes
 
(31) STL CARE COMPANY

1026 A AVENUE NE

CEDAR RAPIDS,IA52402
42-1276632 		IMPROVE PUBLIC HEALTH SERVICES IA 501(C)(3) 509(A)(2) ST LUKE'S HEALTHCARE
 
Yes
 
(32) THE DUBUQUE VISITING NURSE ASSOCIATION

350 NORTH GRANDVIEW AVENUE

DUBUQUE,IA52001
42-0680410 		PUBLIC HEALTH SERVICES/HOME CARE IA 501(C)(3) 509(A)(2) FINLEY TRI-STATES HEALTH GROUP INC
 
Yes
 
(33) THE FINLEY HOSPITAL

350 NORTH GRANDVIEW AVENUE

DUBUQUE,IA52001
42-0680354 		HOSPITAL IA 501(C)(3) 170(B)(1) (A)(III) FINLEY TRI-STATES HEALTH GROUP INC
 
Yes
 
(34) THE ROBERT YOUNG CENTER FOR COMMUNITY MENTAL HEALTH

2701 17TH STREET

ROCK ISLAND,IL61201
36-3678909 		MENTAL HEALTH CARE IL 501(C)(3) 170(B)(1) (A)(VI) TRINITY REGIONAL HEALTH SYSTEM
 
Yes
 
(35) TRIMARK PHYSICIANS GROUP

802 KENYON ROAD

FORT DODGE,IA50501
45-3791448 		SUPPORT SERVICES FOR MEDICAL CARE AND HEALTH SERVICES IA 501(C)(3) 170(B)(1) (A)(III) TRINITY HEALTH SYSTEMS INC
 
Yes
 
(36) TRINITY BUILDING CORPORATION

802 KENYON ROAD

FORT DODGE,IA50501
42-1376187 		PROPERTY HOLDING COMPANY IA 501(C)(2)   TRINITY HEALTH SYSTEMS INC
 
Yes
 
(37) TRINITY HEALTH FOUNDATION

802 KENYON ROAD

FORT DODGE,IA50501
42-1222381 		CHARITABLE FUNDRAISING IA 501(C)(3) 170(B)(1) (A)(VI) TRINITY HEALTH SYSTEMS INC
 
Yes
 
(38) TRINITY HEALTH FOUNDATION

2701 17TH STREET

ROCK ISLAND,IL61201
36-3321751 		CHARITABLE FUNDRAISING IL 501(C)(3) 170(B)(1) (A)(VI) TRINITY REGIONAL HEALTH SYSTEM
 
Yes
 
(39) TRINITY HEALTH SYSTEMS INC

802 KENYON ROAD

FORT DODGE,IA50501
42-1222877 		SUPPORT AFFILIATES' MISSION TO IMPROVE HEALTH CARE IA 501(C)(3) 509(A)(3), TYPE II IOWA HEALTH SYSTEM
 
Yes
 
(40) TRINITY MEDICAL CENTER

2701 17TH STREET

ROCK ISLAND,IL61201
36-2739299 		HOSPITAL IL 501(C)(3) 170(B)(1) (A)(III) TRINITY REGIONAL HEALTH SYSTEM
 
Yes
 
(41) TRINITY REGIONAL HEALTH SYSTEM

2701 17TH STREET

ROCK ISLAND,IL61201
36-3351952 		SUPPORT AFFILIATES' MISSION TO IMPROVE HEALTH CARE IL 501(C)(3) 509(A)(3), TYPE II IOWA HEALTH SYSTEM
 
Yes
 
(42) TRINITY REGIONAL HOSPITAL AUXILIARY

802 KENYON ROAD

FORT DODGE,IA50501
42-6081474 		CHARITABLE FUNDRAISING AND VOLUNTEER SERVICES IA 501(C)(3) 509(A)(2) TRINITY REGIONAL MEDICAL CENTER
 
Yes
 
(43) TRINITY REGIONAL MEDICAL CENTER

802 KENYON ROAD

FORT DODGE,IA50501
42-1009175 		HOSPITAL IA 501(C)(3) 170(B)(1) (A)(III) TRINITY HEALTH SYSTEMS INC
 
Yes
 
(44) UNITY HEALTHCARE

1518 MULBERRY AVENUE

MUSCATINE,IA52761
42-0680337 		HOSPITAL IA 501(C)(3) 170(B)(1) (A)(III) TRINITY REGIONAL HEALTH SYSTEM
 
Yes
 
(45) UNITY HEALTHCARE FOUNDATION

1518 MULBERRY AVENUE

MUSCATINE,IA52761
42-1525031 		SUPPORT AFFILIATES' MISSION TO IMPROVE HEALTH CARE IA 501(C)(3) 509(A)(3), TYPE I TRINITY REGIONAL HEALTH SYSTEM
 
Yes
 
(46) UNITYPOINT AT HOME

11333 AURORA AVENUE

URBANDALE,IA50322
42-1477471 		HOME HEALTH CARE IA 501(C)(3) 509(A)(2) IOWA HEALTH SYSTEM
 
Yes
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2013
Schedule R (Form 990) 2013
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization



 		(b)
Primary activity




 		(c)
Legal
domicile
(state or foreign
country)


 		(d)
Direct controlling
entity



 		(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




 		(g)
Share of end-of-year
assets



 		(h)
Disproprtionate allocations?




 		(i)
Code V-UBI
amount in box 20 of
Schedule K-1
(Form 1065)
 		(j)
General or
managing
partner?



 		(k)
Percentage
ownership
Yes No Yes No
(1) ALLEN MEMORIAL HOSPITAL ORTHOPEDIC CO-MANAGEMENT CO LLC

1825 LOGAN AVE
WATERLOO,IA50703
45-3237125 		ORTHOPEDIC MANAGEMENT & ADMINISTRATIVE SERVICES IA N/A
                  
(2) CENTRAL IOWA CARDIOVASCULAR CO-MANAGEMENT CO LLC

1200 PLEASANT ST
DES MOINES,IA50309
27-3625869 		CARDIOVASCULAR MANAGEMENT & ADMINISTRATIVE SERVICES IA N/A
                  
(3) CENTRAL IOWA ONCOLOGY CO-MANAGEMENT COMPANY

1200 PLEASANT STREET
DES MOINES,IA50309
45-3017991 		ONCOLOGY MANAGEMENT & ADMINISTRATIVE SERVICES IA N/A
                  
(4) DUBUQUE ENDOSCOPY CENTER LC

1515 DELHI STREET SUITE 500
DUBUQUE,IA52001
20-1597161 		AMBULATORY SURGERY CENTER IA N/A
                  
(5) ENSEVA - HIAWATHA LLC

755 METZGER DRIVE
HIAWATHA,IA52233
45-3437363 		COLLOCATION FACILITY IA IOWA HEALTH SYSTEM
  		RELATED -1,143,778 1,981,276   No     No 52.000 %
(6) FINLEY DEPT OF SURGERY CO-MGMT CO LLC

350 N GRANDVIEW AVE
DUBUQUE,IA52001
42-2808785 		SURGERY DEPARTMENT MANAGEMENT SERVICES IA N/A
                  
(7) HEALTH CARE AFFILIATES OF THE TRI-STATES LLC

350 N GRANDVIEW AVE
DUBUQUE,IA52001
42-1428503 		PROVIDE ACCESS TO LICENSED SOFTWARE IA N/A
                  
(8) HEALTH ENTERPRISES VENTURES LC

4250 GLASS ROAD NE
CEDAR RAPIDS,IA52402
39-1894290 		INVESTMENT VEHICLE OWNING CLINICAL JVS IA N/A
                  
(9) HY-VEEIOWA HEALTH LC

5820 WESTOWN PARKWAY
WEST DES MOINES,IA50266
26-3293530 		PRIMARY CARE CLINIC IA N/A
                  
(10) IOWA HEALTH SYSTEM CONTRACTING SERVICES LC

1776 WEST LAKES PKWY 400
WEST DES MOINES,IA50266
42-1511142 		GROUP PURCHASING IA IOWA HEALTH SYSTEM
  		RELATED 2,805,858 6,470,926 Yes     Yes   100.000 %
(11) MEDICAL LABORATORIES OF EASTERN IOWA LC

1026 A AVE NE
CEDAR RAPIDS,IA52402
42-1359640 		MEDICAL LABORATORY SERVICES IA N/A
                  
(12) MMCI ORTHOPEDIC CO-MANAGEMENT COMPANY LLC

221 NE GLEN OAK AVE
PEORIA,IL61636
46-1219459 		ORTHOPEDIC MANAGEMENT & ADMINISTRATIVE SERVICES IL N/A
                  
(13) MR ASSOCIATES LLP

1455 SHERMAN ROAD
HIAWATHA,IA52233
42-1260463 		OWN AND OPERATE MR UNIT IA N/A
                  
(14) REHABILITATION THERAPY SERVICES LLC

416 ST MARKS CT 110
PEORIA,IL61603
81-0584193 		REHABILATION THERAPY IL N/A
                  
(15) SLRMC CARDIOVASCULAR CO-MANAGEMENT COMPANY LLC

2720 STONE PARK BLVD
SIOUX CITY,IA51104
45-5322324 		CARDIOVASCULAR MANAGEMENT & ADMINISTRATIVE SERVICES IA N/A
                  
(16) THE OUTPATIENT SURGERY CENTER OF CEDAR RAPIDS LLC

1075 FIRST AVENUE SE
CEDAR RAPIDS,IA52403
72-1550812 		AMBULATORY SURGERY CENTER. IA N/A
                  
(17) TRINITY BETTENDORF ORTHOPEDIC CO-MANAGEMENT COMPANY LLC

4500 UTICA RIDGE RD
BETTENDORF,IA52722
27-2562753 		ORTHOPEDIC SERVICE LINES ADMINISTRATIVE SERVICES IA N/A
                  
(18) WEST HOSPITAL ORTHOPEDIC CO-MANAGEMENT COMPANY LLC

1660 60TH STREET
WEST DES MOINES,IA50266
27-1414600 		ORTHOPEDIC SERVICE LINES MANAGEMENT IA N/A
                  
Part IV
Identification of Related Organizations Taxable as a Corporation or Trust Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
 		(b)
Primary activity
 		(c)
Legal
domicile
(state or foreign
country)
 		(d)
Direct controlling
entity
 		(e)
Type of entity
(C corp, S corp,
or trust) 		(f)
Share of total income
 		(g)
Share of end-of-year
assets
 		(h)
Percentage
ownership
 		(i)
Section 512(b)(13) controlled entity?
Yes No
(1) ASSOCIATED CHIROPRACTIC PROVIDERS INC

5409 N KNOXVILLE AVE
PEORIA,IL61614
37-1304745 		CHIROPRACTIC SERVICES IL N/A
 C       Yes  
(2) BELCREST SERVICES LTD

5409 N KNOXVILLE AVE
PEORIA,IL61614
37-1196307 		MEDICAL SERVICES IL N/A
 C       Yes  
(3) BROADBAND INC

1776 WEST LAKES PKWY 400
WEST DES MOINES,IA50266
27-3819741 		INFORMATION TECHNOLOGY MGMT. IA IOWA HEALTH SYSTEM
  		C 952,487 23,269,123 100.000 % Yes  
(4) DELHI POINT CONDO ASSOCIATION

350 N GRANDVIEW
DUBUQUE,IA52001
42-1467002 		REAL ESTATE MANAGEMENT IA N/A
 C       Yes  
(5) HEALTH PLUS INC

5409 N KNOXVILLE AVE
PEORIA,IL61614
37-1295532 		MANAGED CARE ADMINISTRATION IL N/A
 C       Yes  
(6) HNC SERVICES

1776 WEST LAKES PKWY 400
WEST DES MOINES,IA50266
27-0987243 		FIBER OPTIC NETWORK SERVICES IA IOWA HEALTH SYSTEM
  		C 353,212 125,562 100.000 % Yes  
(7) MEDIMORE INC

1776 WEST LAKES PKWY 400
WEST DES MOINES,IA50266
42-1414390 		MANAGED CARE IA IOWA HEALTH SYSTEM
  		C 260,923   100.000 % Yes  
(8) METHODIST HEALTH VENTURES INC

PO BOX 87
PEORIA,IL61650
37-1140939 		PHARMACY/OFFICE STAFFING IL N/A
 C       Yes  
(9) METHODIST PHYSICIAN SERVICES INC

PO BOX 87
PEORIA,IL61650
36-3858550 		MEDICAL SERVICES IL N/A
 C       Yes  
(10) PRECEDENCE INC

4622 PROGRESS DRIVE STE A
DAVENPORT,IA52807
37-1288604 		MANAGED MENTAL CARE IA N/A
 C       Yes  
(11) PROVIDER RESOURCE MANAGEMENT INC

PO BOX 87
PEORIA,IL61650
37-1223550 		RESOURCE MANAGEMENT IL N/A
 C       Yes  
(12) RURAL IOWA SPECIALTY PHYSICIAN CONSORTIUM INC

700 E UNIVERSITY AVE
DES MOINES,IA50316
26-1271143 		SPECIALTY PHYSICIANS MEDICAL CARE IA N/A
 C       Yes  
(13) STL HEALTH RESOURCES CO

1026 A AVE NE
CEDAR RAPIDS,IA52402
42-1193499 		PHYSICIAN OFFICE RENTAL IA N/A
 C       Yes  
(14) TRINITY HEALTH ENTERPRISES INC

2701 17TH ST
ROCK ISLAND,IL61201
36-3320141 		RETAIL DURABLE MEDICAL EQUIPMENT & PHARMACY IL N/A
 C       Yes  
(15) TRINITY PHYSICIAN HOSPITAL ORGANIZATION LTD

4622 PROGRESS DRIVE STE A
DAVENPORT,IA52807
36-3924720 		MANAGED HEALTH CARE IA N/A
 C       Yes  
Schedule R (Form 990) 2013
Schedule R (Form 990) 2013
Page 3
Part V
Transactions With Related Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest (ii) annuities (iii) royalties or (iv) rent from a controlled entity . . . . . . . . . . . . . . . . . . . . . . .
1a
Yes
 
b Gift, grant, or capital contribution to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1b
Yes
 
c Gift, grant, or capital contribution from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1c
Yes
 
d Loans or loan guarantees to or for related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1d
 
No
e Loans or loan guarantees by related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1e
 
No
f Dividends from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1f
 
No
g Sale of assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1g
 
No
h Purchase of assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1h
 
No
i Exchange of assets with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1j
Yes
 
k Lease of facilities, equipment, or other assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . .
1k
 
No
l Performance of services or membership or fundraising solicitations for related organization(s) . . . . . . . . . . . . . . . . . . . .
1l
Yes
 
m Performance of services or membership or fundraising solicitations by related organization(s) . . . . . . . . . . . . . . . . . . . .
1m
Yes
 
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) . . . . . . . . . . . . . . . . . . . . .
1n
Yes
 
o Sharing of paid employees with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1o
 
No
p Reimbursement paid to related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1p
 
No
q Reimbursement paid by related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1q
Yes
 
r Other transfer of cash or property to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1r
Yes
 
s Other transfer of cash or property from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1s
Yes
 
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization 		(b)
Transaction
type (a-s) 		(c)
Amount involved 		(d)
Method of determining amount involved
(1) ALLEN MEMORIAL HOSPITAL CORPORATION

 A 3,151,522 BASED ON GAAP, CASH, AND/OR FMV.
(2) ALLEN MEMORIAL HOSPITAL CORPORATION

 C 3,193,389 BASED ON GAAP, CASH, AND/OR FMV.
(3) ALLEN MEMORIAL HOSPITAL CORPORATION

 J 1,624,499 BASED ON GAAP, CASH, AND/OR FMV.
(4) ALLEN MEMORIAL HOSPITAL CORPORATION

 L 15,792,892 BASED ON GAAP, CASH, AND/OR FMV.
(5) ALLEN MEMORIAL HOSPITAL CORPORATION

 S 1,633,254 BASED ON GAAP, CASH, AND/OR FMV.
(6) BROADBAND INC

 J 76,018 BASED ON GAAP, CASH, AND/OR FMV.
(7) BROADBAND INC

 M 100,015 BASED ON GAAP, CASH, AND/OR FMV.
(8) CENTRAL IOWA HEALTH PROPERTIES CORPORATION

 A 43,488 BASED ON GAAP, CASH, AND/OR FMV.
(9) CENTRAL IOWA HEALTH PROPERTIES CORPORATION

 S 21,001 BASED ON GAAP, CASH, AND/OR FMV.
(10) CENTRAL IOWA HOSPITAL CORPORATION

 A 6,615,234 BASED ON GAAP, CASH, AND/OR FMV.
(11) CENTRAL IOWA HOSPITAL CORPORATION

 C 18,096,469 BASED ON GAAP, CASH, AND/OR FMV.
(12) CENTRAL IOWA HOSPITAL CORPORATION

 J 4,903,082 BASED ON GAAP, CASH, AND/OR FMV.
(13) CENTRAL IOWA HOSPITAL CORPORATION

 L 46,805,686 BASED ON GAAP, CASH, AND/OR FMV.
(14) CENTRAL IOWA HOSPITAL CORPORATION

 N 81,916 BASED ON GAAP, CASH, AND/OR FMV.
(15) CENTRAL IOWA HOSPITAL CORPORATION

 S 4,071,098 BASED ON GAAP, CASH, AND/OR FMV.
(16) HNC SERVICES

 Q 839,321 BASED ON GAAP, CASH, AND/OR FMV.
(17) IOWA HEALTH SYSTEM CONTRACTING SERVICES LC

 Q 3,957,367 BASED ON GAAP, CASH, AND/OR FMV.
(18) IOWA PHYSICIANS CLINIC MEDICAL FOUNDATION

 B 34,051,927 BASED ON GAAP, CASH, AND/OR FMV.
(19) IOWA PHYSICIANS CLINIC MEDICAL FOUNDATION

 J 827,867 BASED ON GAAP, CASH, AND/OR FMV.
(20) IOWA PHYSICIANS CLINIC MEDICAL FOUNDATION

 L 12,724,825 BASED ON GAAP, CASH, AND/OR FMV.
(21) IOWA PHYSICIANS CLINIC MEDICAL FOUNDATION

 R 651,976 BASED ON GAAP, CASH, AND/OR FMV.
(22) IOWA PHYSICIANS CLINIC MEDICAL FOUNDATION

 S 159,794 BASED ON GAAP, CASH, AND/OR FMV.
(23) MEDIMORE INC

 B 260,922 BASED ON GAAP, CASH, AND/OR FMV.
(24) METHODIST HEALTH SERVICES CORPORATION

 J 855,072 BASED ON GAAP, CASH, AND/OR FMV.
(25) METHODIST HEALTH SERVICES CORPORATION

 L 6,282,431 BASED ON GAAP, CASH, AND/OR FMV.
(26) METHODIST HEALTH SERVICES CORPORATION

 S 798,286 BASED ON GAAP, CASH, AND/OR FMV.
(27) ST LUKE'S HEALTH SYSTEM INC

 A 3,346,933 BASED ON GAAP, CASH, AND/OR FMV.
(28) ST LUKE'S HEALTH SYSTEM INC

 J 1,139,592 BASED ON GAAP, CASH, AND/OR FMV.
(29) ST LUKE'S HEALTH SYSTEM INC

 L 11,274,526 BASED ON GAAP, CASH, AND/OR FMV.
(30) ST LUKE'S HEALTH SYSTEM INC

 S 1,149,945 BASED ON GAAP, CASH, AND/OR FMV.
(31) ST LUKE'S METHODIST HOSPITAL

 A 3,984,086 BASED ON GAAP, CASH, AND/OR FMV.
(32) ST LUKE'S METHODIST HOSPITAL

 C 2,305,947 BASED ON GAAP, CASH, AND/OR FMV.
(33) ST LUKE'S METHODIST HOSPITAL

 J 2,769,970 BASED ON GAAP, CASH, AND/OR FMV.
(34) ST LUKE'S METHODIST HOSPITAL

 L 26,680,869 BASED ON GAAP, CASH, AND/OR FMV.
(35) ST LUKE'S METHODIST HOSPITAL

 R 119,149 BASED ON GAAP, CASH, AND/OR FMV.
(36) ST LUKE'S METHODIST HOSPITAL

 S 2,487,893 BASED ON GAAP, CASH, AND/OR FMV.
(37) THE FINLEY HOSPITAL

 A 358,380 BASED ON GAAP, CASH, AND/OR FMV.
(38) THE FINLEY HOSPITAL

 J 740,952 BASED ON GAAP, CASH, AND/OR FMV.
(39) THE FINLEY HOSPITAL

 L 7,250,402 BASED ON GAAP, CASH, AND/OR FMV.
(40) THE FINLEY HOSPITAL

 S 551,998 BASED ON GAAP, CASH, AND/OR FMV.
(41) TRINITY MEDICAL CENTER

 A 7,119,286 BASED ON GAAP, CASH, AND/OR FMV.
(42) TRINITY MEDICAL CENTER

 C 12,179,072 BASED ON GAAP, CASH, AND/OR FMV.
(43) TRINITY MEDICAL CENTER

 J 2,986,775 BASED ON GAAP, CASH, AND/OR FMV.
(44) TRINITY MEDICAL CENTER

 L 27,845,316 BASED ON GAAP, CASH, AND/OR FMV.
(45) TRINITY MEDICAL CENTER

 N 50,292 BASED ON GAAP, CASH, AND/OR FMV.
(46) TRINITY MEDICAL CENTER

 S 4,046,130 BASED ON GAAP, CASH, AND/OR FMV.
(47) TRINITY REGIONAL MEDICAL CENTER

 A 1,028,979 BASED ON GAAP, CASH, AND/OR FMV.
(48) TRINITY REGIONAL MEDICAL CENTER

 J 1,124,394 BASED ON GAAP, CASH, AND/OR FMV.
(49) TRINITY REGIONAL MEDICAL CENTER

 L 10,543,195 BASED ON GAAP, CASH, AND/OR FMV.
(50) TRINITY REGIONAL MEDICAL CENTER

 S 822,328 BASED ON GAAP, CASH, AND/OR FMV.
(51) UNITYPOINT AT HOME

 J 359,370 BASED ON GAAP, CASH, AND/OR FMV.
(52) UNITYPOINT AT HOME

 L 5,054,075 BASED ON GAAP, CASH, AND/OR FMV.
(53) UNITYPOINT AT HOME

 S 91,123 BASED ON GAAP, CASH, AND/OR FMV.
Schedule R (Form 990) 2013
Schedule R (Form 990) 2013
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity 		(b)
Primary activity 		(c)
Legal domicile
(state or foreign
country) 		(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

(e)
Are all partners
section
501(c)(3)
organizations? 		(f)
Share of total income




 		(g)
Share of
end-of-year
assets 		(h)
Disproprtionate allocations? 		(i)
Code V?UBI
amount in box 20
of Schedule K-1
(Form 1065) 		(j)
General or
managing
partner? 		(k)
Percentage
ownership
Yes No Yes No Yes No






























Schedule R (Form 990) 2013
Schedule R (Form 990) 2013
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R (see instructions).
Return Reference Explanation
SCHEDULE R, PARTS I - IV: 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 SIXTEEN HOSPITAL FACILITIES AND VARIOUS AMBULATORY SERVICE AND CLINIC LOCATIONS IN IOWA AND ILLINOIS. PRIMARY, SECONDARY AND TERTIARY CARE SERVICES ARE PROVIDED TO RESIDENTS OF IOWA, ILLINOIS 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).
Schedule R (Form 990) 2013
Additional Data


Software ID:  
Software Version:  






TY 2013 AffiliatedGroupSchedule
Name:
IOWA HEALTH SYSTEM
EIN: 42-1435199
Affiliated Group Business Name:
IOWA HEALTH SYSTEM
 
Address. Either US or Foreign Type:
1776 WEST LAKES PKWY STE 400


WEST DES MOINES,
IA
50266



 
 
EIN:
42-1435199
Electing Organization Checkbox:
Total Grassroots Lobbying:
0
Total Direct Lobbying:
820,035
Total Lobbying Expenditures:
820,035
Other Exempt Purpose Expenditures:
219,491,781
Total Exempt Purpose Expenditures:
220,311,816
Lobbying Nontaxable Amount:
1,000,000
Grassroots Nontaxable Amount:
250,000
Tot Lobbying Grassroot Minus Non Tx:
0
Tot Lobby Expend Mns Lobbying Non Tx:
0
Share Of Excess Lobbying:
0
Affiliated Group Business Name:
ALLEN COLLEGE
 
Address. Either US or Foreign Type:
1825 LOGAN AVENUE


WATERLOO,
IA
50703



 
 
EIN:
42-1351526
Electing Organization Checkbox:
Total Grassroots Lobbying:
0
Total Direct Lobbying:
0
Total Lobbying Expenditures:
0
Other Exempt Purpose Expenditures:
8,567,606
Total Exempt Purpose Expenditures:
8,567,606
Lobbying Nontaxable Amount:
578,380
Grassroots Nontaxable Amount:
144,595
Tot Lobbying Grassroot Minus Non Tx:
0
Tot Lobby Expend Mns Lobbying Non Tx:
0
Share Of Excess Lobbying:
0
Affiliated Group Business Name:
ALLEN HEALTH SYSTEMS INC
 
Address. Either US or Foreign Type:
1825 LOGAN AVENUE


WATERLOO,
IA
50703



 
 
EIN:
42-1201924
Electing Organization Checkbox:
Total Grassroots Lobbying:
0
Total Direct Lobbying:
0
Total Lobbying Expenditures:
0
Other Exempt Purpose Expenditures:
610,249
Total Exempt Purpose Expenditures:
610,249
Lobbying Nontaxable Amount:
116,537
Grassroots Nontaxable Amount:
29,134
Tot Lobbying Grassroot Minus Non Tx:
0
Tot Lobby Expend Mns Lobbying Non Tx:
0
Share Of Excess Lobbying:
0
Affiliated Group Business Name:
ALLEN MEMORIAL HOSPITAL CORPORATION
 
Address. Either US or Foreign Type:
1825 LOGAN AVENUE


WATERLOO,
IA
50703



 
 
EIN:
42-0698265
Electing Organization Checkbox:
Total Grassroots Lobbying:
0
Total Direct Lobbying:
0
Total Lobbying Expenditures:
0
Other Exempt Purpose Expenditures:
183,876,639
Total Exempt Purpose Expenditures:
183,876,639
Lobbying Nontaxable Amount:
1,000,000
Grassroots Nontaxable Amount:
250,000
Tot Lobbying Grassroot Minus Non Tx:
0
Tot Lobby Expend Mns Lobbying Non Tx:
0
Share Of Excess Lobbying:
0
Affiliated Group Business Name:
ANAMOSA AREA AMBULANCE SERVICE
 
Address. Either US or Foreign Type:
101 GRANT WOOD DRIVE


ANAMOSA,
IA
52205



 
 
EIN:
42-1466284
Electing Organization Checkbox:
Total Grassroots Lobbying:
0
Total Direct Lobbying:
0
Total Lobbying Expenditures:
0
Other Exempt Purpose Expenditures:
392,461
Total Exempt Purpose Expenditures:
392,461
Lobbying Nontaxable Amount:
78,492
Grassroots Nontaxable Amount:
19,623
Tot Lobbying Grassroot Minus Non Tx:
0
Tot Lobby Expend Mns Lobbying Non Tx:
0
Share Of Excess Lobbying:
0
Affiliated Group Business Name:
CENTRAL IOWA HEALTH SYSTEM
 
Address. Either US or Foreign Type:
1200 PLEASANT STREET


DES MOINES,
IA
50309



 
 
EIN:
42-1189791
Electing Organization Checkbox:
Total Grassroots Lobbying:
0
Total Direct Lobbying:
0
Total Lobbying Expenditures:
0
Other Exempt Purpose Expenditures:
1,687,174
Total Exempt Purpose Expenditures:
1,687,174
Lobbying Nontaxable Amount:
234,359
Grassroots Nontaxable Amount:
58,590
Tot Lobbying Grassroot Minus Non Tx:
0
Tot Lobby Expend Mns Lobbying Non Tx:
0
Share Of Excess Lobbying:
0
Affiliated Group Business Name:
CENTRAL IOWA HOSPITAL CORPORATION
 
Address. Either US or Foreign Type:
1200 PLEASANT STREET


DES MOINES,
IA
50309



 
 
EIN:
42-0680452
Electing Organization Checkbox:
Total Grassroots Lobbying:
0
Total Direct Lobbying:
6,000
Total Lobbying Expenditures:
6,000
Other Exempt Purpose Expenditures:
561,612,259
Total Exempt Purpose Expenditures:
561,618,259
Lobbying Nontaxable Amount:
1,000,000
Grassroots Nontaxable Amount:
250,000
Tot Lobbying Grassroot Minus Non Tx:
0
Tot Lobby Expend Mns Lobbying Non Tx:
0
Share Of Excess Lobbying:
0
Affiliated Group Business Name:
FINLEY TRI-STATES HEALTH GROUP INC
 
Address. Either US or Foreign Type:
350 NORTH GRANDVIEW AVENUE


DUBUQUE,
IA
52001



 
 
EIN:
42-1307495
Electing Organization Checkbox:
Total Grassroots Lobbying:
0
Total Direct Lobbying:
0
Total Lobbying Expenditures:
0
Other Exempt Purpose Expenditures:
296,948
Total Exempt Purpose Expenditures:
296,948
Lobbying Nontaxable Amount:
59,390
Grassroots Nontaxable Amount:
14,848
Tot Lobbying Grassroot Minus Non Tx:
0
Tot Lobby Expend Mns Lobbying Non Tx:
0
Share Of Excess Lobbying:
0
Affiliated Group Business Name:
HULT CENTER FOR HEALTHY LIVING INC
 
Address. Either US or Foreign Type:
5409 N KNOXVILLE AVE


PEORIA,
IL
61614



 
 
EIN:
36-3510390
Electing Organization Checkbox:
Total Grassroots Lobbying:
0
Total Direct Lobbying:
0
Total Lobbying Expenditures:
0
Other Exempt Purpose Expenditures:
708,809
Total Exempt Purpose Expenditures:
708,809
Lobbying Nontaxable Amount:
131,321
Grassroots Nontaxable Amount:
32,830
Tot Lobbying Grassroot Minus Non Tx:
0
Tot Lobby Expend Mns Lobbying Non Tx:
0
Share Of Excess Lobbying:
0
Affiliated Group Business Name:
IOWA HEALTH FOUNDATION
 
Address. Either US or Foreign Type:
1415 WOODLAND AVE STE E-200


DES MOINES,
IA
50309



 
 
EIN:
42-1467682
Electing Organization Checkbox:
Total Grassroots Lobbying:
0
Total Direct Lobbying:
0
Total Lobbying Expenditures:
0
Other Exempt Purpose Expenditures:
4,880,897
Total Exempt Purpose Expenditures:
4,880,897
Lobbying Nontaxable Amount:
394,045
Grassroots Nontaxable Amount:
98,511
Tot Lobbying Grassroot Minus Non Tx:
0
Tot Lobby Expend Mns Lobbying Non Tx:
0
Share Of Excess Lobbying:
0
Affiliated Group Business Name:
IOWA PHYSICIANS CLINIC MEDICAL FOUNDATION
 
Address. Either US or Foreign Type:
8101 BIRCHWOOD COURT


JOHNSTON,
IA
50131



 
 
EIN:
42-1411630
Electing Organization Checkbox:
Total Grassroots Lobbying:
0
Total Direct Lobbying:
0
Total Lobbying Expenditures:
0
Other Exempt Purpose Expenditures:
278,401,232
Total Exempt Purpose Expenditures:
278,401,232
Lobbying Nontaxable Amount:
1,000,000
Grassroots Nontaxable Amount:
250,000
Tot Lobbying Grassroot Minus Non Tx:
0
Tot Lobby Expend Mns Lobbying Non Tx:
0
Share Of Excess Lobbying:
0
Affiliated Group Business Name:
MEMORIAL FOUNDATION OF ALLEN HOSPITAL
 
Address. Either US or Foreign Type:
1825 LOGAN AVENUE


WATERLOO,
IA
50703



 
 
EIN:
42-1201138
Electing Organization Checkbox:
Total Grassroots Lobbying:
0
Total Direct Lobbying:
0
Total Lobbying Expenditures:
0
Other Exempt Purpose Expenditures:
978,540
Total Exempt Purpose Expenditures:
978,540
Lobbying Nontaxable Amount:
171,781
Grassroots Nontaxable Amount:
42,945
Tot Lobbying Grassroot Minus Non Tx:
0
Tot Lobby Expend Mns Lobbying Non Tx:
0
Share Of Excess Lobbying:
0
Affiliated Group Business Name:
METHODIST HEALTH SERVICES CORPORATION
 
Address. Either US or Foreign Type:
221 NE GLEN OAK AVENUE


PEORIA,
IL
61636



 
 
EIN:
37-1111135
Electing Organization Checkbox:
Total Grassroots Lobbying:
0
Total Direct Lobbying:
0
Total Lobbying Expenditures:
0
Other Exempt Purpose Expenditures:
0
Total Exempt Purpose Expenditures:
0
Lobbying Nontaxable Amount:
0
Grassroots Nontaxable Amount:
0
Tot Lobbying Grassroot Minus Non Tx:
0
Tot Lobby Expend Mns Lobbying Non Tx:
0
Share Of Excess Lobbying:
0
Affiliated Group Business Name:
METHODIST MEDICAL CENTER FOUNDATION
 
Address. Either US or Foreign Type:
221 NE GLEN OAK AVENUE


PEORIA,
IL
61636



 
 
EIN:
51-0186460
Electing Organization Checkbox:
Total Grassroots Lobbying:
0
Total Direct Lobbying:
0
Total Lobbying Expenditures:
0
Other Exempt Purpose Expenditures:
604,516
Total Exempt Purpose Expenditures:
604,516
Lobbying Nontaxable Amount:
115,677
Grassroots Nontaxable Amount:
28,919
Tot Lobbying Grassroot Minus Non Tx:
0
Tot Lobby Expend Mns Lobbying Non Tx:
0
Share Of Excess Lobbying:
0
Affiliated Group Business Name:
METHODIST MEDICAL CENTER OF ILLINOIS
 
Address. Either US or Foreign Type:
221 NE GLEN OAK AVENUE


PEORIA,
IL
61636



 
 
EIN:
37-0661223
Electing Organization Checkbox:
Total Grassroots Lobbying:
0
Total Direct Lobbying:
36,462
Total Lobbying Expenditures:
36,462
Other Exempt Purpose Expenditures:
325,811,780
Total Exempt Purpose Expenditures:
325,848,242
Lobbying Nontaxable Amount:
1,000,000
Grassroots Nontaxable Amount:
250,000
Tot Lobbying Grassroot Minus Non Tx:
0
Tot Lobby Expend Mns Lobbying Non Tx:
0
Share Of Excess Lobbying:
0
Affiliated Group Business Name:
METHODIST SERVICES INC
 
Address. Either US or Foreign Type:
221 NE GLEN OAK AVENUE


PEORIA,
IL
61636



 
 
EIN:
37-1111134
Electing Organization Checkbox:
Total Grassroots Lobbying:
0
Total Direct Lobbying:
0
Total Lobbying Expenditures:
0
Other Exempt Purpose Expenditures:
8,883,358
Total Exempt Purpose Expenditures:
8,883,358
Lobbying Nontaxable Amount:
594,168
Grassroots Nontaxable Amount:
148,542
Tot Lobbying Grassroot Minus Non Tx:
0
Tot Lobby Expend Mns Lobbying Non Tx:
0
Share Of Excess Lobbying:
0
Affiliated Group Business Name:
NELLIE SHERWOOD TRUST
 
Address. Either US or Foreign Type:
1026 A AVENUE NE


CEDAR RAPIDS,
IA
52402



 
 
EIN:
42-6061621
Electing Organization Checkbox:
Total Grassroots Lobbying:
0
Total Direct Lobbying:
0
Total Lobbying Expenditures:
0
Other Exempt Purpose Expenditures:
16,238
Total Exempt Purpose Expenditures:
16,238
Lobbying Nontaxable Amount:
3,248
Grassroots Nontaxable Amount:
812
Tot Lobbying Grassroot Minus Non Tx:
0
Tot Lobby Expend Mns Lobbying Non Tx:
0
Share Of Excess Lobbying:
0
Affiliated Group Business Name:
NORTH CENTRAL IOWA MENTAL HEALTH CENTER INC
 
Address. Either US or Foreign Type:
720 KENYON ROAD


FORT DODGE,
IA
50501



 
 
EIN:
42-0937390
Electing Organization Checkbox:
Total Grassroots Lobbying:
0
Total Direct Lobbying:
0
Total Lobbying Expenditures:
0
Other Exempt Purpose Expenditures:
1,921,422
Total Exempt Purpose Expenditures:
1,921,422
Lobbying Nontaxable Amount:
246,071
Grassroots Nontaxable Amount:
61,518
Tot Lobbying Grassroot Minus Non Tx:
0
Tot Lobby Expend Mns Lobbying Non Tx:
0
Share Of Excess Lobbying:
0
Affiliated Group Business Name:
NORTHWEST IOWA HOSPITAL CORPORATION
 
Address. Either US or Foreign Type:
2720 STONE PARK BLVD


SIOUX CITY,
IA
51104



 
 
EIN:
42-1019872
Electing Organization Checkbox:
Total Grassroots Lobbying:
0
Total Direct Lobbying:
0
Total Lobbying Expenditures:
0
Other Exempt Purpose Expenditures:
115,514,362
Total Exempt Purpose Expenditures:
115,514,362
Lobbying Nontaxable Amount:
1,000,000
Grassroots Nontaxable Amount:
250,000
Tot Lobbying Grassroot Minus Non Tx:
0
Tot Lobby Expend Mns Lobbying Non Tx:
0
Share Of Excess Lobbying:
0
Affiliated Group Business Name:
PROCTOR HEALTH CARE INCORPORATED
 
Address. Either US or Foreign Type:
5409 N KNOXVILLE AVE


PEORIA,
IL
61614



 
 
EIN:
37-1133412
Electing Organization Checkbox:
Total Grassroots Lobbying:
0
Total Direct Lobbying:
0
Total Lobbying Expenditures:
0
Other Exempt Purpose Expenditures:
225,318
Total Exempt Purpose Expenditures:
225,318
Lobbying Nontaxable Amount:
45,064
Grassroots Nontaxable Amount:
11,266
Tot Lobbying Grassroot Minus Non Tx:
0
Tot Lobby Expend Mns Lobbying Non Tx:
0
Share Of Excess Lobbying:
0
Affiliated Group Business Name:
PROCTOR HEALTH SYSTEMS
 
Address. Either US or Foreign Type:
5409 N KNOXVILLE AVE


PEORIA,
IL
61614



 
 
EIN:
36-4147437
Electing Organization Checkbox:
Total Grassroots Lobbying:
0
Total Direct Lobbying:
0
Total Lobbying Expenditures:
0
Other Exempt Purpose Expenditures:
4,626,375
Total Exempt Purpose Expenditures:
4,626,375
Lobbying Nontaxable Amount:
381,319
Grassroots Nontaxable Amount:
95,330
Tot Lobbying Grassroot Minus Non Tx:
0
Tot Lobby Expend Mns Lobbying Non Tx:
0
Share Of Excess Lobbying:
0
Affiliated Group Business Name:
PROCTOR HOSPITAL
 
Address. Either US or Foreign Type:
5409 N KNOXVILLE AVE


PEORIA,
IL
61614



 
 
EIN:
37-0681540
Electing Organization Checkbox:
Total Grassroots Lobbying:
0
Total Direct Lobbying:
0
Total Lobbying Expenditures:
0
Other Exempt Purpose Expenditures:
86,642,530
Total Exempt Purpose Expenditures:
86,642,530
Lobbying Nontaxable Amount:
1,000,000
Grassroots Nontaxable Amount:
250,000
Tot Lobbying Grassroot Minus Non Tx:
0
Tot Lobby Expend Mns Lobbying Non Tx:
0
Share Of Excess Lobbying:
0
Affiliated Group Business Name:
SELF INSURANCE TRUST AGREEMENT EST BY MMCI
 
Address. Either US or Foreign Type:
221 NE GLEN OAK AVENUE


PEORIA,
IL
61636



 
 
EIN:
37-6181831
Electing Organization Checkbox:
Total Grassroots Lobbying:
0
Total Direct Lobbying:
0
Total Lobbying Expenditures:
0
Other Exempt Purpose Expenditures:
0
Total Exempt Purpose Expenditures:
0
Lobbying Nontaxable Amount:
0
Grassroots Nontaxable Amount:
0
Tot Lobbying Grassroot Minus Non Tx:
0
Tot Lobby Expend Mns Lobbying Non Tx:
0
Share Of Excess Lobbying:
0
Affiliated Group Business Name:
SIOUXLAND PACE INC
 
Address. Either US or Foreign Type:
309 COOK STREET


SIOUX CITY,
IA
51103



 
 
EIN:
26-1120134
Electing Organization Checkbox:
Total Grassroots Lobbying:
0
Total Direct Lobbying:
0
Total Lobbying Expenditures:
0
Other Exempt Purpose Expenditures:
8,495,004
Total Exempt Purpose Expenditures:
8,495,004
Lobbying Nontaxable Amount:
574,750
Grassroots Nontaxable Amount:
143,688
Tot Lobbying Grassroot Minus Non Tx:
0
Tot Lobby Expend Mns Lobbying Non Tx:
0
Share Of Excess Lobbying:
0
Affiliated Group Business Name:
ST LUKE'S HEALTH RESOURCES
 
Address. Either US or Foreign Type:
2720 STONE PARK BLVD


SIOUX CITY,
IA
51104



 
 
EIN:
42-1059182
Electing Organization Checkbox:
Total Grassroots Lobbying:
0
Total Direct Lobbying:
0
Total Lobbying Expenditures:
0
Other Exempt Purpose Expenditures:
15,715,301
Total Exempt Purpose Expenditures:
15,715,301
Lobbying Nontaxable Amount:
935,765
Grassroots Nontaxable Amount:
233,941
Tot Lobbying Grassroot Minus Non Tx:
0
Tot Lobby Expend Mns Lobbying Non Tx:
0
Share Of Excess Lobbying:
0
Affiliated Group Business Name:
ST LUKE'S HEALTH SYSTEM INC
 
Address. Either US or Foreign Type:
2720 STONE PARK BLVD


SIOUX CITY,
IA
51104



 
 
EIN:
42-1294091
Electing Organization Checkbox:
Total Grassroots Lobbying:
0
Total Direct Lobbying:
0
Total Lobbying Expenditures:
0
Other Exempt Purpose Expenditures:
2,966,032
Total Exempt Purpose Expenditures:
2,966,032
Lobbying Nontaxable Amount:
298,302
Grassroots Nontaxable Amount:
74,576
Tot Lobbying Grassroot Minus Non Tx:
0
Tot Lobby Expend Mns Lobbying Non Tx:
0
Share Of Excess Lobbying:
0
Affiliated Group Business Name:
ST LUKE'S HEALTHCARE
 
Address. Either US or Foreign Type:
1026 A AVENUE NE


CEDAR RAPIDS,
IA
52402



 
 
EIN:
42-1487968
Electing Organization Checkbox:
Total Grassroots Lobbying:
0
Total Direct Lobbying:
0
Total Lobbying Expenditures:
0
Other Exempt Purpose Expenditures:
11,624,150
Total Exempt Purpose Expenditures:
11,624,150
Lobbying Nontaxable Amount:
731,208
Grassroots Nontaxable Amount:
182,802
Tot Lobbying Grassroot Minus Non Tx:
0
Tot Lobby Expend Mns Lobbying Non Tx:
0
Share Of Excess Lobbying:
0
Affiliated Group Business Name:
ST LUKE'S METHODIST HOSPITAL
 
Address. Either US or Foreign Type:
1026 A AVENUE NE


CEDAR RAPIDS,
IA
52402



 
 
EIN:
42-0504780
Electing Organization Checkbox:
Total Grassroots Lobbying:
0
Total Direct Lobbying:
387
Total Lobbying Expenditures:
387
Other Exempt Purpose Expenditures:
306,728,536
Total Exempt Purpose Expenditures:
306,728,923
Lobbying Nontaxable Amount:
1,000,000
Grassroots Nontaxable Amount:
250,000
Tot Lobbying Grassroot Minus Non Tx:
0
Tot Lobby Expend Mns Lobbying Non Tx:
0
Share Of Excess Lobbying:
0
Affiliated Group Business Name:
ST LUKE'SJONES REGIONAL MEDICAL CENTER
 
Address. Either US or Foreign Type:
104 BROADWAY PLACE


ANAMOSA,
IA
52205



 
 
EIN:
42-1487967
Electing Organization Checkbox:
Total Grassroots Lobbying:
0
Total Direct Lobbying:
0
Total Lobbying Expenditures:
0
Other Exempt Purpose Expenditures:
25,314,311
Total Exempt Purpose Expenditures:
25,314,311
Lobbying Nontaxable Amount:
1,000,000
Grassroots Nontaxable Amount:
250,000
Tot Lobbying Grassroot Minus Non Tx:
0
Tot Lobby Expend Mns Lobbying Non Tx:
0
Share Of Excess Lobbying:
0
Affiliated Group Business Name:
STL CARE COMPANY
 
Address. Either US or Foreign Type:
1026 A AVENUE NE


CEDAR RAPIDS,
IA
52402



 
 
EIN:
42-1276632
Electing Organization Checkbox:
Total Grassroots Lobbying:
0
Total Direct Lobbying:
0
Total Lobbying Expenditures:
0
Other Exempt Purpose Expenditures:
16,596,344
Total Exempt Purpose Expenditures:
16,596,344
Lobbying Nontaxable Amount:
979,817
Grassroots Nontaxable Amount:
244,954
Tot Lobbying Grassroot Minus Non Tx:
0
Tot Lobby Expend Mns Lobbying Non Tx:
0
Share Of Excess Lobbying:
0
Affiliated Group Business Name:
THE DUBUQUE VISITING NURSE ASSOCIATION
 
Address. Either US or Foreign Type:
350 NORTH GRANDVIEW AVENUE


DUBUQUE,
IA
52001



 
 
EIN:
42-0680410
Electing Organization Checkbox:
Total Grassroots Lobbying:
0
Total Direct Lobbying:
0
Total Lobbying Expenditures:
0
Other Exempt Purpose Expenditures:
2,296,869
Total Exempt Purpose Expenditures:
2,296,869
Lobbying Nontaxable Amount:
264,843
Grassroots Nontaxable Amount:
66,211
Tot Lobbying Grassroot Minus Non Tx:
0
Tot Lobby Expend Mns Lobbying Non Tx:
0
Share Of Excess Lobbying:
0
Affiliated Group Business Name:
THE FINLEY HOSPITAL
 
Address. Either US or Foreign Type:
350 NORTH GRANDVIEW AVENUE


DUBUQUE,
IA
52001



 
 
EIN:
42-0680354
Electing Organization Checkbox:
Total Grassroots Lobbying:
0
Total Direct Lobbying:
0
Total Lobbying Expenditures:
0
Other Exempt Purpose Expenditures:
82,952,462
Total Exempt Purpose Expenditures:
82,952,462
Lobbying Nontaxable Amount:
1,000,000
Grassroots Nontaxable Amount:
250,000
Tot Lobbying Grassroot Minus Non Tx:
0
Tot Lobby Expend Mns Lobbying Non Tx:
0
Share Of Excess Lobbying:
0
Affiliated Group Business Name:
THE ROBERT YOUNG CENTER FOR COMMUNITY MENTAL HEALTH
 
Address. Either US or Foreign Type:
2701 17TH STREET


ROCK ISLAND,
IL
61201



 
 
EIN:
36-3678909
Electing Organization Checkbox:
Total Grassroots Lobbying:
0
Total Direct Lobbying:
60,000
Total Lobbying Expenditures:
60,000
Other Exempt Purpose Expenditures:
14,399,435
Total Exempt Purpose Expenditures:
14,459,435
Lobbying Nontaxable Amount:
872,972
Grassroots Nontaxable Amount:
218,243
Tot Lobbying Grassroot Minus Non Tx:
0
Tot Lobby Expend Mns Lobbying Non Tx:
0
Share Of Excess Lobbying:
0
Affiliated Group Business Name:
TRIMARK PHYSICIANS GROUP
 
Address. Either US or Foreign Type:
802 KENYON ROAD


FORT DODGE,
IA
50501



 
 
EIN:
45-3791448
Electing Organization Checkbox:
Total Grassroots Lobbying:
0
Total Direct Lobbying:
0
Total Lobbying Expenditures:
0
Other Exempt Purpose Expenditures:
35,805,739
Total Exempt Purpose Expenditures:
35,805,739
Lobbying Nontaxable Amount:
1,000,000
Grassroots Nontaxable Amount:
250,000
Tot Lobbying Grassroot Minus Non Tx:
0
Tot Lobby Expend Mns Lobbying Non Tx:
0
Share Of Excess Lobbying:
0
Affiliated Group Business Name:
TRINITY HEALTH FOUNDATION
 
Address. Either US or Foreign Type:
802 KENYON ROAD


FORT DODGE,
IA
50501



 
 
EIN:
42-1222381
Electing Organization Checkbox:
Total Grassroots Lobbying:
0
Total Direct Lobbying:
0
Total Lobbying Expenditures:
0
Other Exempt Purpose Expenditures:
996,804
Total Exempt Purpose Expenditures:
996,804
Lobbying Nontaxable Amount:
174,521
Grassroots Nontaxable Amount:
43,630
Tot Lobbying Grassroot Minus Non Tx:
0
Tot Lobby Expend Mns Lobbying Non Tx:
0
Share Of Excess Lobbying:
0
Affiliated Group Business Name:
TRINITY HEALTH FOUNDATION
 
Address. Either US or Foreign Type:
2701 17TH STREET


ROCK ISLAND,
IL
61201



 
 
EIN:
36-3321751
Electing Organization Checkbox:
Total Grassroots Lobbying:
0
Total Direct Lobbying:
0
Total Lobbying Expenditures:
0
Other Exempt Purpose Expenditures:
519,827
Total Exempt Purpose Expenditures:
519,827
Lobbying Nontaxable Amount:
102,974
Grassroots Nontaxable Amount:
25,744
Tot Lobbying Grassroot Minus Non Tx:
0
Tot Lobby Expend Mns Lobbying Non Tx:
0
Share Of Excess Lobbying:
0
Affiliated Group Business Name:
TRINITY HEALTH SYSTEMS INC
 
Address. Either US or Foreign Type:
802 KENYON ROAD


FORT DODGE,
IA
50501



 
 
EIN:
42-1222877
Electing Organization Checkbox:
Total Grassroots Lobbying:
0
Total Direct Lobbying:
0
Total Lobbying Expenditures:
0
Other Exempt Purpose Expenditures:
3,545,651
Total Exempt Purpose Expenditures:
3,545,651
Lobbying Nontaxable Amount:
327,283
Grassroots Nontaxable Amount:
81,821
Tot Lobbying Grassroot Minus Non Tx:
0
Tot Lobby Expend Mns Lobbying Non Tx:
0
Share Of Excess Lobbying:
0
Affiliated Group Business Name:
TRINITY MEDICAL CENTER
 
Address. Either US or Foreign Type:
2701 17TH STREET


ROCK ISLAND,
IL
61201



 
 
EIN:
36-2739299
Electing Organization Checkbox:
Total Grassroots Lobbying:
0
Total Direct Lobbying:
25,000
Total Lobbying Expenditures:
25,000
Other Exempt Purpose Expenditures:
295,679,152
Total Exempt Purpose Expenditures:
295,704,152
Lobbying Nontaxable Amount:
1,000,000
Grassroots Nontaxable Amount:
250,000
Tot Lobbying Grassroot Minus Non Tx:
0
Tot Lobby Expend Mns Lobbying Non Tx:
0
Share Of Excess Lobbying:
0
Affiliated Group Business Name:
TRINITY REGIONAL HEALTH SYSTEM
 
Address. Either US or Foreign Type:
2701 17TH STREET


ROCK ISLAND,
IL
61201



 
 
EIN:
36-3351952
Electing Organization Checkbox:
Total Grassroots Lobbying:
0
Total Direct Lobbying:
0
Total Lobbying Expenditures:
0
Other Exempt Purpose Expenditures:
1,492,808
Total Exempt Purpose Expenditures:
1,492,808
Lobbying Nontaxable Amount:
224,281
Grassroots Nontaxable Amount:
56,070
Tot Lobbying Grassroot Minus Non Tx:
0
Tot Lobby Expend Mns Lobbying Non Tx:
0
Share Of Excess Lobbying:
0
Affiliated Group Business Name:
TRINITY REGIONAL HOSPITAL AUXILIARY
 
Address. Either US or Foreign Type:
802 KENYON ROAD


FORT DODGE,
IA
50501



 
 
EIN:
42-6081474
Electing Organization Checkbox:
Total Grassroots Lobbying:
0
Total Direct Lobbying:
0
Total Lobbying Expenditures:
0
Other Exempt Purpose Expenditures:
212,192
Total Exempt Purpose Expenditures:
212,192
Lobbying Nontaxable Amount:
42,438
Grassroots Nontaxable Amount:
10,610
Tot Lobbying Grassroot Minus Non Tx:
0
Tot Lobby Expend Mns Lobbying Non Tx:
0
Share Of Excess Lobbying:
0
Affiliated Group Business Name:
TRINITY REGIONAL MEDICAL CENTER
 
Address. Either US or Foreign Type:
802 KENYON ROAD


FORT DODGE,
IA
50501



 
 
EIN:
42-1009175
Electing Organization Checkbox:
Total Grassroots Lobbying:
0
Total Direct Lobbying:
0
Total Lobbying Expenditures:
0
Other Exempt Purpose Expenditures:
79,641,929
Total Exempt Purpose Expenditures:
79,641,929
Lobbying Nontaxable Amount:
1,000,000
Grassroots Nontaxable Amount:
250,000
Tot Lobbying Grassroot Minus Non Tx:
0
Tot Lobby Expend Mns Lobbying Non Tx:
0
Share Of Excess Lobbying:
0
Affiliated Group Business Name:
UNITY HEALTHCARE
 
Address. Either US or Foreign Type:
1518 MULBERRY AVENUE


MUSCATINE,
IA
52761



 
 
EIN:
42-0680337
Electing Organization Checkbox:
Total Grassroots Lobbying:
0
Total Direct Lobbying:
0
Total Lobbying Expenditures:
0
Other Exempt Purpose Expenditures:
37,413,964
Total Exempt Purpose Expenditures:
37,413,964
Lobbying Nontaxable Amount:
1,000,000
Grassroots Nontaxable Amount:
250,000
Tot Lobbying Grassroot Minus Non Tx:
0
Tot Lobby Expend Mns Lobbying Non Tx:
0
Share Of Excess Lobbying:
0
Affiliated Group Business Name:
UNITY HEALTHCARE FOUNDATION
 
Address. Either US or Foreign Type:
1518 MULBERRY AVENUE


MUSCATINE,
IA
52761



 
 
EIN:
42-1525031
Electing Organization Checkbox:
Total Grassroots Lobbying:
0
Total Direct Lobbying:
0
Total Lobbying Expenditures:
0
Other Exempt Purpose Expenditures:
2,659,697
Total Exempt Purpose Expenditures:
2,659,697
Lobbying Nontaxable Amount:
282,985
Grassroots Nontaxable Amount:
70,746
Tot Lobbying Grassroot Minus Non Tx:
0
Tot Lobby Expend Mns Lobbying Non Tx:
0
Share Of Excess Lobbying:
0
Affiliated Group Business Name:
UNITYPOINT AT HOME
 
Address. Either US or Foreign Type:
11333 AURORA AVENUE


URBANDALE,
IA
50322



 
 
EIN:
42-1477471
Electing Organization Checkbox:
Total Grassroots Lobbying:
0
Total Direct Lobbying:
0
Total Lobbying Expenditures:
0
Other Exempt Purpose Expenditures:
72,507,244
Total Exempt Purpose Expenditures:
72,507,244
Lobbying Nontaxable Amount:
1,000,000
Grassroots Nontaxable Amount:
250,000
Tot Lobbying Grassroot Minus Non Tx:
0
Tot Lobby Expend Mns Lobbying Non Tx:
0
Share Of Excess Lobbying:
0