Form990


Department of the TreasuryInternal 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)
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
A For the 2023 calendar year, or tax year beginning 01-01-2023 , and ending 12-31-2023
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 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 $ 498,226,434
F Name and address of principal officer:
SCOTT KIZER
1776 WEST LAKES PARKWAY 400
WEST DES MOINES,IA50266
I
Tax-exempt status: (   ) (insert no.) or
J
Website:
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  
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
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 19
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 16
5 Total number of individuals employed in calendar year 2023 (Part V, line 2a) ...... 5 2,765
6 Total number of volunteers (estimate if necessary) ............. 6 0
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 4,213,923
b Net unrelated business taxable income from Form 990-T, Part I, line 11 ......... 7b 1,118,083
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 1,741,206 1,262,989
9 Program service revenue (Part VIII, line 2g) ......... 409,543,414 430,042,987
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 35,788,007 51,621,360
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 22,808,165 12,179,150
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 469,880,792 495,106,486
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 79,119 35,000
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) 229,725,498 252,651,468
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) 0    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 252,966,598 234,754,894
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 482,771,215 487,441,362
19 Revenue less expenses. Subtract line 18 from line 12....... -12,890,423 7,665,124
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 1,508,678,077 1,312,724,604
21 Total liabilities (Part X, line 26)............. 1,609,204,452 1,320,033,469
22 Net assets or fund balances. Subtract line 21 from line 20..... -100,526,375 -7,308,865
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
Signature of officer Date
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name

Firm's EIN
Firm's address



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 (2023)
Form 990 (2023)
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 $ 392,060,817 including grants of $ 0 ) (Revenue $ 444,645,710 )
AFFILIATE SUPPORT SERVICESIOWA HEALTH SYSTEM (D/B/A UNITYPOINT HEALTH) IS ORGANIZED TO SUPPORT THE MISSIONS OF SEVERAL RELATED CHARITABLE, TAX-EXEMPT ORGANIZATIONS INCLUDING THE FOLOWING MARKETS, IOWA HEALTH DES MOINES (DES MOINES), TRINITY REGIONAL HEALTH SYSTEM (QUAD CITIES), ST. LUKE'S HEALTHCARE (CEDAR RAPIDS), ALLEN HEALTH SYSTEMS (WATERLOO), TRINITY HEALTH SYSTEMS (FORT DODGE), ST. LUKE'S HEALTH SYSTEM (SIOUX CITY), FINLEY TRI-STATES HEALTH GROUP (DUBUQUE), MERITER HEALTH SERVICES (MADISON), AND 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 $ 35,000 including grants of $ 35,000 ) (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: $35,000.
4c (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expenses392,095,817
Form 990 (2023)
Form 990 (2023)
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
List of Attached Documents:
// Content
.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors? See instructions. Click to see attachment
List of Attached Documents:
// Content
...
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
List of Attached Documents:
// Content
.............
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
List of Attached Documents:
// Content
.........
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 Rev. Proc. 98-19? If "Yes," complete Schedule C, Part IIIClick to see attachment
List of Attached Documents:
// Content
..
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
List of Attached Documents:
// Content
.........................
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
List of Attached Documents:
// Content
....
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes,"
complete Schedule D, Part IIIClick to see attachment
List of Attached Documents:
// Content
..............
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
List of Attached Documents:
// Content
..............
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 V......
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
List of Attached Documents:
// Content
...................
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
List of Attached Documents:
// Content
.......
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
List of Attached Documents:
// Content
.......
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
List of Attached Documents:
// Content
............
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
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year? If "Yes," complete
Schedule D, Parts XI and XIIClick to see attachment
List of Attached Documents:
// Content
......................
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
List of Attached Documents:
// Content
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
 
 
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.....Click to see attachment
List of Attached Documents:
// Content
21
Yes
 
Form 990 (2023)
Form 990 (2023)
Page 4
Part IV
Checklist of Required Schedules (continued)
Yes
No
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........Click to see attachment
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
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 list of attachments
List of Attached Documents:
// Content
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), 501(c)(4), and 501(c)(29) 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
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
25b
 
No
26
Did the organization report any amount on Part X, line 5 or 22 for receivables from or payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part IIClick to see attachment
List of Attached Documents:
// Content
...........
26
 
No
27
Did the organization provide a grant or other assistance to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or employee thereof, a grant selection committee member, or to a 35% controlled entity (including an employee thereof) or family member of any of these persons?
If "Yes," complete
Schedule L, Part IIIClick to see attachment
List of Attached Documents:
// Content
.........................
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see the Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, key employee, creator or founder, or substantial contributor? If "Yes," complete Schedule L, Part IV......................Click to see attachment
List of Attached Documents:
// Content
28a
 
No
b
A family member of any individual described in line 28a? If "Yes," complete Schedule L, Part IV.....Click to see attachment
List of Attached Documents:
// Content
28b
Yes
 
c
A 35% controlled entity of one or more individuals and/or organizations described in line 28a or 28b? If "Yes," complete Schedule L, Part IV.....................
28c
 
No
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
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
37
 
No
38
Did the organization complete Schedule O and provide explanations on Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
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
1,442
b
Enter the number of Forms W-2G included on 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
 
Form 990 (2023)
Form 990 (2023)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance (continued)
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
2,765
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
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:
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
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. Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? ........
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the sponsoring organization make any taxable distributions under section 4966?........
9a
 
 
b
Did the sponsoring 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
 
 
15
Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? ....................
If "Yes," see the instructions and file Form 4720, Schedule N.
15
Yes
 
16
Is the organization an educational institution subject to the section 4968 excise tax on net investment income? ..
If "Yes," complete Form 4720, Schedule O.
16
 
No
17
Section 501(c)(21) organizations. Did the trust, or any disqualified or other person engage in any activities that would result in the imposition of an excise tax under section 4951, 4952, or 4953? ..
If "Yes," complete Form 6069.
17
 
 
Form 990 (2023)
Form 990 (2023)
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
19
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
16
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
Yes
 
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
 
No
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
 
No
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 on 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 on 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 on 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 filed
IL , CA
18
Section 6104 requires an organization to make its Form 1023 (1024 or 1024-A, if applicable), 990, and 990-T (section 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, address, and telephone number of the person who possesses the organization's books and records:
MICHAEL HEINRICH1776 WEST LAKES PARKWAY SUITE 400   WEST DES MOINES,IA50266 (515) 241-3315
Form 990 (2023)
Form 990 (2023)
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 the 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, box 6 of Form 1099-MISC, and/or box 1 of Form 1099-NEC) 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.

See the instructions for the order in which to list the persons above.
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/1099-NEC) 		(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC) 		(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) BILL ARNOLD......................................................................
BOARD MEMBER
 1.00
.................
1.00 		X           14,500 0 0
(2) BRAD BRODY......................................................................
BOARD CHAIR (TO 7/23)
 1.00
.................
1.00 		X   X       25,000 0 0
(3) KYLE CHRISTIASON MD......................................................................
BOARD MEMBER
 1.00
.................
40.00 		X           0 384,803 43,125
(4) GREGORY CHURCHILL......................................................................
BOARD MEMBER
 1.00
.................
1.00 		X           14,500 0 0
(5) ADAEZE ENEKWECHI......................................................................
BOARD MEMBER (TO 7/23)
 1.00
.................
0.00 		X           7,250 0 0
(6) ANGELA WALKER FRANKLIN PHD......................................................................
BOARD MEMBER
 1.00
.................
0.00 		X           14,500 0 0
(7) VIRGINIA GRAVES......................................................................
BOARD MEMBER (TO 7/23)
 1.00
.................
1.00 		X           7,250 600 0
(8) SALLY GRAY RN BOARD SEC TO 723......................................................................
BOARD CHAIR (FR 7/23)
 1.00
.................
1.00 		X   X       32,250 0 0
(9) BRUCE JAMES MD......................................................................
BOARD MEMBER (TO 7/23)
 1.00
.................
1.00 		X           0 7,385 0
(10) DEBRA JOHNSON......................................................................
BOARD MEMBER (FR 8/23)
 1.00
.................
1.00 		X           7,250 0 0
(11) SCOTT KIZERCH LGL OFF SVP TO 723......................................................................
BD SEC/PRESIDENT/CEO (FR 7/23)
 40.00
.................
0.00 		X   X       1,621,985 0 231,010
(12) JOSE LARACUENTE BD TREAS TO 723......................................................................
BOARD MEMBER (FR 7/23)
 1.00
.................
1.00 		X   X       14,500 135 0
(13) BRADLEY MANNING......................................................................
BOARD MEMBER (TO 7/23)
 1.00
.................
1.00 		X           10,875 600 0
(14) MARGARETT NOREUIL PHD......................................................................
BOARD MEMBER (FR 8/23)
 1.00
.................
1.00 		X           7,250 0 0
(15) MARLON PRIEST MD......................................................................
BOARD MEMBER
 1.00
.................
0.00 		X           14,500 0 0
(16) MARK SCHWIEBERT......................................................................
BOARD MEMBER (TO 7/23)
 1.00
.................
1.00 		X           7,250 0 0
(17) GARRY SMITH......................................................................
BOARD MEMBER
 1.00
.................
1.00 		X           14,500 0 0
Form 990 (2023)
Form 990 (2023)
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/1099-NEC) 		(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC) 		(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) JAMES STEVENSON........................................................................
BOARD MEMBER (TO 4/23)
 1.00
.......................1.00 		X           3,625 0 0
(19) JOHN TAETS........................................................................
BOARD VICE CHAIR (TO 7/23)
 1.00
.......................1.00 		X   X       7,250 0 0
(20) DENNIS TRIGGS........................................................................
BOARD MEMBER (TO 4/23)
 1.00
.......................1.00 		X           3,625 0 0
(21) ANDREA WHITE MD........................................................................
BOARD MEMBER
 1.00
.......................40.00 		X           0 340,066 25,853
(22) MARIE ZIEGLER BOARD MEMBER........................................................................
BOARD CHAIR-ELECT (FR 7/23)
 1.00
.......................1.00 		X   X       14,500 0 0
(23) MICHAEL HEINRICH INTERIM CFO........................................................................
(FR 3/23 TO 7/23), CFO (FR 7/23)
 40.00
.......................1.00 		    X       232,877 391,248 78,425
(24) CLAY HOLDERMAN........................................................................
PRESIDENT/CEO (TO 10/23)
 40.00
.......................0.00 		    X       4,576,846 0 349,926
(25) PETER D WATSON CHIEF........................................................................
FINANCIAL OFFICER SVP (TO 4/23)
 40.00
.......................0.00 		    X       1,770,306 0 36,323
(26) JAMES ARNETT........................................................................
PRESIDENT/CEO-WI
 1.00
.......................40.00 		      X     0 742,672 96,577
(27) DANDRE CARPENTER DNP RN........................................................................
CHIEF NURSING OFFICER (TO 8/23)
 40.00
.......................0.00 		      X     1,298,431 0 109,776
(28) DANIEL CARPENTER........................................................................
CHIEF STRATEGY OFFICER SVP
 40.00
.......................0.00 		      X     1,122,705 0 169,240
(29) PAMELA DELAGARDELLE PRESCEO-WAT........................................................................
(TO 8/23), SVP COO-WEST (FR 7/23)
 20.00
.......................20.00 		      X     478,658 502,003 102,337
(30) MARCEL DEVETTEN MD........................................................................
CHIEF QUALITY OFFICER
 40.00
.......................0.00 		      X     1,029,193 0 37,829
(31) ANDREA EKLUND........................................................................
CHIEF COMPLIANCE OFFICER (TO 10/23)
 40.00
.......................0.00 		      X     655,650 0 46,251
(32) SUSAN ERICKSON........................................................................
COO SVP
 40.00
.......................0.00 		      X     1,825,397 0 144,038
(33) ROBERT ERICKSON........................................................................
PRESIDENT/CEO-QC (TO 8/23)
 1.00
.......................40.00 		      X     0 1,395,743 46,747
(34) AARON GILLINGHAM CHIEF HUMAN........................................................................
RESOURCES OFFICER SVP (TO 7/23)
 40.00
.......................0.00 		      X     1,271,078 0 44,129
(35) LEAH GLASGO PRESIDENTCEO-FD........................................................................
INTERIM PRES/CEO-SC (TO 10/23)
 1.00
.......................40.00 		      X     0 886,332 94,671
(36) KEITH KNEPP MD........................................................................
PRESIDENT/CEO-PM (TO 4/23)
 1.00
.......................40.00 		      X     0 857,805 19,379
(37) MALLARY MCKINNEY VP CHIEF BRAND........................................................................
MARKETING & COMMUNICATIONS OFFICER
 40.00
.......................0.00 		      X     562,955 0 66,255
(38) JESSICA MEISNER VP SYSTEM HR CONSUL........................................................................
(TO 11/23), SVP CAO (FR 11/23)
 40.00
.......................0.00 		      X     531,575 0 44,331
(39) PATRICIA NEWLAND MD........................................................................
PRES/CEO-IPCMF
 1.00
.......................40.00 		      X     0 862,508 104,680
(40) MICHELLE NIERMANN PRESCEO-CR........................................................................
(TO 8/23), SVP COO-EAST (FR 8/23)
 20.00
.......................20.00 		      X     479,680 508,440 119,328
(41) JENNIFER OFELT INT PRESCCO-HOME........................................................................
(TO 7/23) PRES/CCO-HOME (FR 7/23)
 1.00
.......................40.00 		      X     0 442,170 48,427
(42) LAURA SMITH CIO SVP TO 1123 VP C........................................................................
TECH TRANSFORMATION OFF (FR 11/23)
 40.00
.......................0.00 		      X     932,230 0 114,046
(43) DAVID STARK PRESCEO-DSM CHIEF GOV........................................................................
AFFAIRS & PHILANTHROPY OFF (FR 7/23)
 20.00
.......................20.00 		      X     498,861 542,862 91,854
(44) DAVID WILLIAMS MD CHIEF........................................................................
CLINICAL OFFICER SVP (TO 11/23)
 40.00
.......................0.00 		      X     1,720,752 0 137,030
(45) CHAD WOLBERS........................................................................
PRES/CEO-DUB (TO 9/23)
 1.00
.......................40.00 		      X     0 975,976 37,786
(46) MARK JOHNSON........................................................................
VP CONSOLIDATED SERVICES
 40.00
.......................0.00 		        X   467,698 0 94,967
(47) DEBRA KING........................................................................
DEPUTY GENERAL COUNSEL
 40.00
.......................0.00 		        X   415,132 0 69,259
(48) WENDY MORTIMORE MD........................................................................
CHIEF MEDICAL INF OFFICER
 40.00
.......................0.00 		        X   492,078 0 31,967
(49) DENNIS SHIRLEY........................................................................
VP REVENUE CYCLE
 40.00
.......................0.00 		        X   411,425 0 40,719
(50) MATTHEW WARRENS........................................................................
MANAGING DIRECTOR INNOVATION CENTER
 40.00
.......................0.00 		        X   455,121 0 38,264
(51) SUSAN THOMPSON FRMR INTERIM........................................................................
PRESIDENT/CEO (TO 02/21)
 0.00
.......................0.00 		          X 278,145 0 0
(52) ART NIZZA........................................................................
FRMR EVP/COO (TO 02/21)
 0.00
.......................0.00 		          X 156,611 0 0
(53) RICHARD SEIDLER........................................................................
FRMR PRESIDENT/CEO-QC (TO 05/19)
 0.00
.......................0.00 		          X 0 369,890 0
(54) JOHN SHEEHAN FRMR CHIEF........................................................................
OPERATING OFFICER SVP (TO 7/22)
 0.00
.......................0.00 		          X 489,785 0 4,437
(55) LORENZO SUTER........................................................................
FRMR PRES/CEO-SC (TO 7/22)
 0.00
.......................0.00 		          X 0 268,869 13,491
(56) THEODORE TOWNSEND FRMR PRESCEO-CR........................................................................
FRMR INT PRES/CEO-DUB (TO 12/18)
 0.00
.......................0.00 		          X 0 462,474 0
1b Sub-Total..............
c Total from continuation sheets to Part VII, Section A..
d Total (add lines 1b and 1c)......... 23,995,549 9,942,581 2,732,477
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization 378
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
H&R ACCOUNTS INC

5320 22ND AVE
MOLINE,IL61265 		COLLECTION SERVICES 7,948,900
APPRISE MD LLC

707 SKOKIE BLVD STE 600
NORTHBROOK,IL60062 		PROVIDER CONSULTING 5,165,647
DELOITTE CONSULTING LLP

1700 MARKET ST
PHILADELPHIA,PA19103 		CONSULTING SERVICES 4,439,624
ALVAREZ & MARSAL HOLDINGS LLC

600 MADISON AVE 8TH FL
NEW YORK,NY10022 		CONSULTING SERVICES 3,937,146
TRILIX MARKETING GROUP INC

615 3RD ST SUITE 300
DES MOINES,IA50309 		MARKETING SERVICES 3,417,978
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 148
Form 990 (2023)
Form 990 (2023)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, Grants, and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c  
d Related organizations1d  
e Government grants (contributions)1e 1,233,368
f All other contributions, gifts, grants, and similar amounts not included above1f 29,621
g Noncash contributions included in lines 1a - 1f:$ 1g  
h Total. Add lines 1a-1f....... 1,262,989
Program Service RevenueAmt Business Code
2a MGMT & SUPPORT SVCS 561000 435,599,256 435,006,062 593,194  
b RENTAL INCOME 531120 178,384 178,384    
c SUBS & JOINT VENTURES 900099 -5,734,653 -5,734,653    
d
e
f All other program service revenue.        
g Total. Add lines 2a–2f ..... 430,042,987
OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ...... 54,167,863   2,423,573 51,744,290
4 Income from investment of tax-exempt bond proceeds        
5 Royalties...........        
(i) Real (ii) Personal
6a Gross rents 6a    
b Less: rental expenses 6b    
c Rental income or (loss) 6c    
d Net rental income or (loss).......        
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 7a 541,444 32,001
b Less: cost or other basis and sales expenses 7b 3,105,621 14,327
c Gain or (loss) 7c -2,564,177 17,674
d Net gain or (loss)......... -2,546,503     -2,546,503
8a Gross income from fundraising events (not including $   of contributions reported on line 1c). See Part IV, line 18 ....
8a  
b Less: direct expenses ... 8b  
c Net income or (loss) from fundraising events..      
9a Gross income from gaming activities.
See Part IV, line 19 ...
9a  
b Less: direct expenses ... 9b  
c Net income or (loss) from gaming activities..        
10a Gross sales of inventory, less
returns and allowances ..
10a  
b Less: cost of goods sold .. 10b  
c Net income or (loss) from sales of inventory..        
OtherRevenueMiscAmt
Business Code
11a MISCELLANEOUS 900099 16,390,749 15,193,593 1,197,156  
b SHARED SAVINGS REVENUE 900099 -4,211,599 -4,211,599    
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... 12,179,150
12 Total revenue. See instructions..... 495,106,486 440,431,787 4,213,923 49,197,787
Form 990 (2023)
Form 990 (2023)
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 domestic organizations and domestic governments. See Part IV, line 21 .... 35,000 35,000
2 Grants and other assistance to domestic individuals. See Part IV, line 22 ...........    
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............    
4 Benefits paid to or for members .......    
5 Compensation of current officers, directors, trustees, and key employees ........... 22,390,808   22,390,808  
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ......... 1,113,636   1,113,636  
7 Other salaries and wages........ 166,767,367 166,767,367    
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 7,420,333 7,420,333    
9 Other employee benefits ....... 39,633,544 39,633,544    
10 Payroll taxes ........... 15,325,780 15,325,780    
11 Fees for services (non-employees):        
a Management ...... -21,219 -21,219    
b Legal ......... 11,315,226 1,662,689 9,652,537  
c Accounting ........... 1,074,236 130,138 944,098  
d Lobbying ........... 548,068   548,068  
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ...... 578,005 148,608 429,397  
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 133,281,632 80,436,512 52,845,120  
12 Advertising and promotion .... 3,764,946   3,764,946  
13 Office expenses ....... 732,708 119,979 612,729  
14 Information technology ......        
15 Royalties ..        
16 Occupancy ........... 9,551,952 9,411,350 140,602  
17 Travel ............ 1,140,804 221,681 919,123  
18 Payments of travel or entertainment expenses for any federal, state, or local public officials .        
19 Conferences, conventions, and meetings .... 269,669 73,873 195,796  
20 Interest ........... 42,154,826 42,154,826    
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization .. 29,085,250 27,681,294 1,403,956  
23 Insurance ... 1,031,134 1,030,795 339  
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 359,318 510 358,808  
b BAD DEBT EXPENSE -39,723 -39,723    
c INCOME TAXES -71,938 -97,520 25,582  
d
e All other expenses        
25 Total functional expenses. Add lines 1 through 24e 487,441,362 392,095,817 95,345,545 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 if following SOP 98-2 (ASC 958-720).        
Form 990 (2023)
Form 990 (2023)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX..............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash–non-interest-bearing ........ 152,763,225 1 127,592,305
2 Savings and temporary cash investments ......... 140,959,612 2 150,856,346
3 Pledges and grants receivable, net ......   3  
4 Accounts receivable, net .............   4  
5 Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
  5  
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
  6  
7 Notes and loans receivable, net ........... 910,377,299 7 785,370,021
8 Inventories for sale or use ............   8  
9 Prepaid expenses and deferred charges ...... 42,372,342 9 41,284,786
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 704,323,222
b Less: accumulated depreciation 10b 625,243,378 73,288,780 10c 79,079,844
11 Investments—publicly traded securities . 165,793,139 11 106,016,991
12 Investments—other securities. See Part IV, line 11 .....   12  
13 Investments—program-related. See Part IV, line 11 .. 10,411,853 13 13,327,200
14 Intangible assets ............... 34,500 14 34,500
15 Other assets. See Part IV, line 11 ........... 12,677,327 15 9,162,611
16 Total assets. Add lines 1 through 15 (must equal line 33)... 1,508,678,077 16 1,312,724,604
Liabilities 17 Accounts payable and accrued expenses ..... 103,356,657 17 118,786,593
18 Grants payable ...   18  
19 Deferred revenue ......... 7,072,125 19 2,203,278
20 Tax-exempt bond liabilities ......... 1,088,258,616 20 957,387,853
21 Escrow or custodial account liability. Complete Part IV of Schedule D   21  
22 Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
  22  
23 Secured mortgages and notes payable to unrelated third parties .. 207,485,398 23 85,277,050
24 Unsecured notes and loans payable to unrelated third parties .. 77,149,682 24 40,356,398
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 125,881,974 25 116,022,297
26 Total liabilities. Add lines 17 through 25.. 1,609,204,452 26 1,320,033,469
Net Assets or Fund Balance Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27 Net assets without donor restrictions .......... -100,574,515 27 -7,386,626
28 Net assets with donor restrictions ........... 48,140 28 77,761
Organizations that do not follow FASB ASC 958, check here right arrow and complete lines 29 through 33.
29 Capital stock or trust principal, or current funds .....   29  
30 Paid-in or capital surplus, or land, building or equipment fund ...   30  
31 Retained earnings, endowment, accumulated income, or other funds   31  
32 Total net assets or fund balances ........... -100,526,375 32 -7,308,865
33 Total liabilities and net assets/fund balances ........ 1,508,678,077 33 1,312,724,604
Form 990 (2023)
Form 990 (2023)
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
495,106,486
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
487,441,362
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
7,665,124
4
Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..
4
-100,526,375
5
Net unrealized gains (losses) on investments ...............
5
9,561,270
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
75,991,116
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))
10
-7,308,865
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 on
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 Uniform Guidance, 2 C.F.R. Part 200, Subpart F?
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 (2023)
Form 990 (2023)
Additional Data


Software ID:  
Software Version:  
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE A
(Form 990)

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 Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2023
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 12, check only one box.)
1
A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i).
2
A school described in section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990).)
3
A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).
4
A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state:

5
An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170(b)(1)(A)(iv). (Complete Part II.)
6
A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).
7
An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.)
8
A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)
9
An agricultural research organization described in 170(b)(1)(A)(ix) operated in conjunction with a land-grant college or university or a non-land grant college of agriculture. See instructions. Enter the name, city, and state of the college or university:
10
An organization that normally receives: (1) more than 33 1/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 33 1/3% 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.)
11
12
An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box on lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g.
a
Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B.
b
Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C.
c
Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E.
d
Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V.
e
Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization.
f
Enter the number of supported organizations ............................... 35
g
Provide the following information about the supported organization(s).
(i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 10 above (see instructions)) (iv) Is the organization listed in your governing document? (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions)
Yes No
(A) ABBE CENTER FOR COMMUNITY MENTAL HEALTH INC
  		421045257 10 Yes   0 0
(B) AGING SERVICES INC
  		237085316 7 Yes   0 0
(C) ALLEN COLLEGE
  		421351526 2 Yes   0 0
(D) ALLEN MEMORIAL HOSPITAL CORPORATION
  		420698265 3 Yes   32,423,061 0
(E) BLACK HAWK-GRUNDY MENTAL HEALTH CENTER INC
  		420733463 7 Yes   0 0
(F) CENTER FOR ALCOHOL AND DRUG SERVICES INC
  		421134273 7 Yes   0 0
(G) CENTRAL IOWA HOSPITAL CORPORATION
  		420680452 3 Yes   93,574,884 0
(H) EYERLY-BALL COMMUNITY MENTAL HEALTH SERVICES
  		420942273 10 Yes   0 0
(I) GRINNELL REGIONAL MEDICAL CENTER
  		420933383 3 Yes   5,191,425 0
(J) IOWA HEALTH FOUNDATION
  		421467682 7 Yes   0 0
(K) IOWA PHYSICIANS CLINIC MEDICAL FOUNDATION
  		421411630 3 Yes   50,863,876 0
(L) MEMORIAL FOUNDATION OF ALLEN HOSPITAL
  		421201138 7 Yes   0 0
(M) MERITER FOUNDATION INC
  		237098688 7 Yes   0 0
(N) MERITER HOSPITAL INC
  		390806367 3 Yes   44,507,058 0
(O) NORTH CENTRAL IOWA MENTAL HEALTH CENTER INCORPORATED
  		420937390 3 Yes   0 0
(P) NORTHWEST IOWA HOSPITAL CORPORATION
  		421019872 3 Yes   20,205,734 0
(Q) SIOUXLAND PACE INC
  		261120134 3 Yes   985,000 0
(R) ST LUKES HEALTH RESOURCES
  		421059182 10 Yes   0 0
(S) ST LUKESJONES REGIONAL MEDICAL CENTER
  		421487967 3 Yes   4,441,344 0
(T) ST LUKES METHODIST HOSPITAL
  		420504780 3 Yes   43,837,347 0
(U) STL CARE COMPANY
  		421276632 10 Yes   0 0
(V) THE DUBUQUE VISITING NURSE ASSOCIATION
  		420680410 10 Yes   0 0
(W) THE FINLEY HOSPITAL
  		420680354 3 Yes   12,915,714 0
(X) THE ROBERT YOUNG CENTER FOR COMMUNITY MENTAL HEALTH
  		363678909 7 Yes   0 0
(Y) TRIMARK PHYSICIANS GROUP
  		453791448 3 Yes   0 0
(Z) TRINITY COLLEGE OF NURSING & HEALTH SCIENCES
  		810994377 2 Yes   0 0
(AA) TRINITY HEALTH FOUNDATION (FORT DODGE)
  		421222381 7 Yes   0 0
(AB) TRINITY HEALTH FOUNDATION (QUAD CITIES)
  		363321751 7 Yes   0 0
(AC) TRINITY MEDICAL CENTER
  		362739299 3 Yes   50,960,186 0
(AD) TRINITY REGIONAL MEDICAL CENTER
  		421009175 3 Yes   16,685,667 0
(AE) UNITY HEALTHCARE
  		420680337 3 Yes   0 0
(AF) UNITYPOINT AT HOME
  		421477471 10 Yes   11,378,869 0
(AG) UNITYPOINT HEALTH MARSHALLTOWN
  		815034179 3 Yes   4,810,488 0
(AH) UNITYPOINT HEALTH MARSHALLTOWN FOUNDATION
  		421388518 7 Yes   0 0
(AI) UNITYPOINT HEALTH AT WORK
  		810872241 3 Yes   304,023 0
Total
35
 393,084,676 0
For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.
Cat. No. 11285F
Schedule A (Form 990) 2023

Schedule A (Form 990) 2023
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 failed 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) 2019 (b) 2020 (c) 2021 (d) 2022 (e) 2023 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..            
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) 2019 (b) 2020 (c) 2021 (d) 2022 (e) 2023 (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 VI.)..            
11 Total support. Add lines 7 through 10  
12
12
 
13
First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here ........................................right arrow
Section C. Computation of Public Support Percentage
14
14
 
15
15
 
16a
33 1/3% support test—2023. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization .......................right arrow
b
33 1/3% support test—2022. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow
17a
10%-facts-and-circumstances test—2023. If the organization did not check a box on line 13, 16a, or 16b, and line 14 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow
b
10%-facts-and-circumstances test—2022. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow
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) 2023

Schedule A (Form 990) 2023
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 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) 2019 (b) 2020 (c) 2021 (d) 2022 (e) 2023 (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) 2019 (b) 2020 (c) 2021 (d) 2022 (e) 2023 (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 on 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 VI.) ..            
13 Total support. (Add lines 9, 10c, 11, and 12.)..            
14
First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here................................................. right arrow
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
33 1/3% support tests-2023. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow
b
33 1/3 % support tests—2022. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ..... right arrow
20
Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow
Schedule A (Form 990) 2023

Schedule A (Form 990) 2023
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete Sections A and B. If you checked box 12b, of Part I, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you checked box12d, of Part I, complete Sections A and D, and complete Part V.)
Section A. All Supporting Organizations
Yes
No
1
Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.
1
Yes
 
2
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).
2
 
No
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer lines 3b and 3c below.
3a
 
No
b
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.
3b
 
 
c
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.
3c
 
 
4a
Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked box 12a or 12b in Part I, answer lines 4b and 4c below.
4a
 
No
b
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.
4b
 
 
c
Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.
4c
 
 
5a
Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer lines 5b and 5c below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).
5a
Yes
 
b
Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.
6
Yes
 
7
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990) .
7
 
No
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described on line 7? If “Yes,” complete Part I of Schedule L (Form 990).
8
 
No
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons, as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.
9a
 
No
b
Did one or more disqualified persons (as defined on line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.
9b
 
No
c
Did a disqualified person (as defined on line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.
9c
 
No
10a
Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.
10a
 
No
b
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).
10b
 
 
Schedule A (Form 990) 2023

Schedule A (Form 990) 2023
Page 5
Part IV
Supporting Organizations (continued)
Yes
No
11
Has the organization accepted a gift or contribution from any of the following persons?
a
A person who directly or indirectly controls, either alone or together with persons described on lines 11b and 11c below, the governing body of a supported organization?
11a
 
No
b
A family member of a person described on 11a above?
11b
 
No
c
A 35% controlled entity of a person described on line 11a or 11b above? If “Yes” to 11a, 11b, or 11c, provide detail in Part VI.
11c
 
No
Section B. Type I Supporting Organizations
Yes
No
1
Did the officers, directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
1
 
 
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.
2
 
 
Section C. Type II Supporting Organizations
Yes
No
1
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
 
 
Section D. All Type III Supporting Organizations
Yes
No
1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?
1
Yes
 
2
Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).
2
Yes
 
3
By reason of the relationship described in line 2 above, did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.
3
Yes
 
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer lines 2a and 2b below.
Yes
No
a
Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.
2a
 
 
b
Did the activities described on line 2a, above constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.
2b
 
 
3
Parent of Supported Organizations. Answer lines 3a and 3b below.
a
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations?If "Yes" or "No", provide details in Part VI.
3a
Yes
 
b
Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.
3b
Yes
 
Schedule A (Form 990) 2023

Schedule A (Form 990) 2023
Page 6
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970 (explain in Part VI). See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.
Section A - Adjusted Net Income (A) Prior Year (B) Current Year
(optional)
1 Net short-term capital gain 1    
2 Recoveries of prior-year distributions 2    
3 Other gross income (see instructions) 3    
4 Add lines 1 through 3 4    
5 Depreciation and depletion 5    
6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) 6    
7 Other expenses (see instructions) 7    
8 Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) 8    
Section B - Minimum Asset Amount (A) Prior Year (B) Current Year
(optional)
1 Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): 1
a Average monthly value of securities 1a    
b Average monthly cash balances 1b    
c Fair market value of other non-exempt-use assets 1c    
d Total (add lines 1a, 1b, and 1c) 1d    
e Discount claimed for blockage or other factors
(explain in detail in Part VI):  
2 Acquisition indebtedness applicable to non-exempt use assets 2    
3 Subtract line 2 from line 1d 3    
4 Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions). 4    
5 Net value of non-exempt-use assets (subtract line 4 from line 3) 5    
6 Multiply line 5 by 0.035 6    
7 Recoveries of prior-year distributions 7    
8 Minimum Asset Amount (add line 7 to line 6) 8    
Section C - Distributable Amount Current Year
1 Adjusted net income for prior year (from Section A, line 8, Column A) 1  
2 Enter 85% of line 1 2  
3 Minimum asset amount for prior year (from Section B, line 8, Column A) 3  
4 Enter greater of line 2 or line 3 4  
5 Income tax imposed in prior year 5  
6 Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) 6  
7
Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)
Schedule A (Form 990) 2023

Schedule A (Form 990) 2023
Page 7
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations(continued)
Section D - Distributions Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes 1  
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in
excess of income from activity 		2  
3 Administrative expenses paid to accomplish exempt purposes of supported organizations 3  
4 Amounts paid to acquire exempt-use assets 4  
5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI) 5  
6 Other distributions (describe in Part VI). See instructions 6  
7Total annual distributions. Add lines 1 through 6. 7  
8 Distributions to attentive supported organizations to which the organization is responsive (provide
details in Part VI). See instructions 		8  
9 Distributable amount for 2023 from Section C, line 6 9  
10 Line 8 amount divided by Line 9 amount 10  
Section E - Distribution Allocations (see instructions) (i)
Excess Distributions 		(ii)
Underdistributions
Pre-2023 		(iii)
Distributable
Amount for 2023
1 Distributable amount for 2023 from Section C, line 6  
2 Underdistributions, if any, for years prior to 2023 (reasonable cause required-- explain in Part VI).
See instructions.		  
3 Excess distributions carryover, if any, to 2023:
a From 2018.......  
b From 2019.......  
c From 2020.......  
d From 2021.......  
e From 2022.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2023 distributable amount  
i Carryover from 2018 not applied (see
instructions) 		 
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.  
4Distributions for 2023 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2023 distributable amount  
c Remainder. Subtract lines 4a and 4b from line 4.  
5 Remaining underdistributions for years prior to
2023, if any. Subtract lines 3g and 4a from line 2.
If the amount is greater than zero, explain in Part VI.
See instructions. 		 
6 Remaining underdistributions for 2023. Subtract
lines 3h and 4b from line 1. If the amount is greater
than zero, explain in Part VI. See instructions. 		 
7 Excess distributions carryover to 2024. Add lines
3j and 4c. 		 
8 Breakdown of line 7:
a Excess from 2019.....  
b Excess from 2020.....  
c Excess from 2021.....  
d Excess from 2022.....  
e Excess from 2023.....  
Schedule A (Form 990) (2023)

Schedule A (Form 990) 2023
Page 8
Part VI
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 


Return Reference Explanation
SECTION A, LINE 5A THE ORGANIZATION AMENDED ITS ARTICLES OF INCORPORATION TO REMOVE THE FOLLOWING SUPPORTED ORGS: METHODIST MEDICAL CENTER OF ILLINOIS (EIN 37-0661223) AND PROCTOR HOSPITAL (EIN 37-0681540) AS AUTHORIZED IN ARTICLE X.
SECTION A, LINE 6: THE ORGANIZATION MAY PROVIDE SUPPORT, IN THE FORM OF GRANTS, TO NONPROFIT ORGANIZATIONS WHICH ARE NOT LISTED IN THE ORGANIZATION'S GOVERNING DOCUMENTS AS A SUPPORTED ORGANIZATION. THESE ORGANIZATIONS' ACTIVITIES ARE DIRECTLY RELATED TO THE FURTHERANCE OF THE EXEMPT PURPOSE OF UNITYPOINT HEALTH AND ITS SUPPORTED ORGANIZATIONS.
SECTION D, LINE 3: THE MAJORITY OF THE BOARD OF DIRECTORS OF THE ORGANIZATION IS MADE UP OF DIRECTORS NOMINATED BY AND SERVING ON THE SUPPORTED ORGANIZATIONS' BOARD OF DIRECTORS. THE STANDING COMMITTEES OF THE ORGANIZATION'S BOARD CONTROL ALL ACTIVITIES REGARDING THE INVESTMENT POLICIES AND DIRECTING THE USE OF THE ORGANIZATION'S INCOME OR ASSETS AT ALL TIMES DURING THE YEAR WERE THE SAME DIRECTORS NOMINATED BY THE SUPPORTED ORGANIZATIONS.
SECTION E, LINE 3A: THE ORGANIZATION IS THE SOLE MEMBER OF ITS MARKET PARENTS EACH OF WHICH IS THE SOLE MEMBER OF CORPORATIONS THAT OWN AND OPERATE HOSPITALS AND OTHER HEALTH CARE FACILITIES THAT COLLECTIVELY ACT AS AN INTEGRATED HEALTHCARE SYSTEM. THE ORGANIZATION APPROVES ALL OF THE MARKET PARENT COMPANY BOARD MEMBERS AND EACH MARKET PRESIDENT IS APPOINTED BY THE ORGANIZATION.
SECTION E, LINE 3B: THE ORGANIZATION ESTABLISHES ENTERPRISE POLICIES, PROCEDURES, THRESHOLDS, GOVERNING DOCUMENTS, AND/OR OVERALL STRATEGIC, OPERATING, AND/OR CAPITAL PLANS/BUDGETS, AND STANDARDS THAT MUST BE FOLLOWED BY ITS SUPPORTED ORGANIZATIONS.
Schedule A (Form 990) 2023


Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
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 isn't covered by the General Rule and/or the Special Rules doesn't 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 doesn't 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) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
IOWA HEALTH SYSTEM
  		Employer identification number
42-1435199
Part I
Contributors
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


(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) (2023)
Schedule B (Form 990) (2023)
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) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
IOWA HEALTH SYSTEM
  		Employer identification number

42-1435199
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. 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) (2023)
Additional Data


Software ID:  
Software Version:  
SCHEDULE C
(Form 990)

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

right arrow Complete if the organization is described below. right arrow Attach to Form 990 or Form 990-EZ.
right arrowGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public
Inspection
If the organization answered "Yes" on 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" on 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" on Form 990, Part IV, Line 5 (Proxy Tax) (see separate instructions) or Form 990-EZ, Part V, line 35c (Proxy Tax) (see separate instructions), 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. See instructions for definition of “political campaign activities."

2
Political campaign activity expenditures. See instructions ....................................................................right arrow
$  
3
Volunteer hours for political campaign activities. See instructions ..................................................................
 

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 ................................right arrow
$  
2
Enter the amount of any excise tax incurred by organization managers under section 4955 .......................right arrow
$  
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 ..... right arrow
$  
2
Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ............................................................................................................................right arrow

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

$  
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-.
1
2
3
4
5
6
For Paperwork Reduction Act Notice, see the instructions for Form 990.
Cat. No. 50084S
Schedule C (Form 990) 2022

Schedule C (Form 990) 2022
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 right arrowexpenses, and share of excess lobbying expenditures).Click to see attachment
List of Attached Documents:
// Content

B Check right arrow
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) ........................ 548,068 602,568
c Total lobbying expenditures (add lines 1a and 1b) ............................................................ 548,068 602,568
d Other exempt purpose expenditures ............................................................................... 391,547,749 4,756,513,716
e Total exempt purpose expenditures (add lines 1c and 1d) .................................................. 392,095,817 4,757,116,284
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 separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
Calendar year (or fiscal year
beginning in) 		(a) 2019 (b) 2020 (c) 2021 (d) 2022 (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 791,108 594,939 596,971 602,568 2,585,586
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) 2022


Schedule C (Form 990) 2022
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 on lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.
(a)
Yes|No
(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, lines 1 and 2 (see instructions), and Part ll-B, line 1. Also, complete this part for any additional information.
Return Reference Explanation
Schedule C (Form 990) 2022


Additional Data


Software ID:  
Software Version:  

SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
right arrow Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
right arrow Attach to Form 990.
right arrow Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2022
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" on Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .........    
2 Aggregate value of contributions to (during year)    
3 Aggregate value of 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" on 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 July 25, 2006, 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 right arrow  
4
Number of states where property subject to conservation easement is located right arrow  
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, handling of violations, and enforcing conservation easements during the year
right arrow  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow $  
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" on Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under FASB 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 FASB 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)
Revenue included on Form 990, Part VIII, line 1 .........................right arrow $  
(ii)
Assets included in Form 990, Part X ...............................right arrow $  
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 FASB ASC 958 relating to these items:
a
Revenue included on Form 990, Part VIII, line 1 ..........................right arrow $  
b
Assets included in Form 990, Part X ...............................right arrow $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2022

Schedule D (Form 990) 2022
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" on 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, for escrow or custodial account liability? ...
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" on Form 990, Part IV, line 10.
(a) Current year (b) Prior year (c) Two years back (d) Three years back (e) Four years back
1a Beginning of year balance .... 48,139 48,139 48,139 48,139 48,139
b Contributions ... 1,425,340        
c Net investment earnings, gains, and losses 11,059        
d Grants or scholarships ... 1,406,778        
e Other expenditures for facilities
and programs ... 		         
f Administrative expenses ....          
g End of year balance ...... 77,760 48,139 48,139 48,139 48,139
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment right arrow0 %
b
Permanent endowment right arrow0 %
c
Term endowment right arrow100.000 %
The percentages on 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" on 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" on 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 ....   5,814,106 1,438,479 4,375,627
c Leasehold improvements   23,137,378 12,415,154 10,722,224
d Equipment ....   670,852,992 611,389,745 59,463,247
e Other .....   4,518,746   4,518,746
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..right arrow 79,079,844
Schedule D (Form 990) 2022

Schedule D (Form 990) 2022
Page 3
Part VII
Investments - Other Securities.
Complete if the organization answered "Yes" on 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........    
(3)Other
(A)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)right arrow  
Part VIII
Investments - Program Related. Complete if the organization answered 'Yes' on 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
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)right arrow  
Part IX
Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........right arrow  
Part X
Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
(1) Federal income taxes  
SELF-INSURANCE RESERVE 5,883,872
SWAP LIABILITY 17,420,088
LONG-TERM RETENTION INCENTIVES 10,394,662
DUE TO AFFILIATES 73,531,114
OPERATING LEASE LIABILITY 8,781,289
INCOME TAXES PAYABLE 11,272



Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)right arrow 116,022,297
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) 2022

Schedule D (Form 990) 2022
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1 488,101,000
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a 8,231,394
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ........... 2d 581
e Add lines 2a through 2d ..................... 2e 8,231,975
3 Subtract line 2e from line 1.................. 3 479,869,025
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 434,679
b Other (Describe in Part XIII.) ........... 4b 14,802,782
c Add lines 4a and 4b.................... 4c 15,237,461
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 495,106,486
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1 487,007,000
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 317
e Add lines 2a through 2d.................... 2e 317
3 Subtract line 2e from line 1................... 3 487,006,683
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 434,679
b Other (Describe in Part XIII.) ........... 4b  
c Add lines 4a and 4b..................... 4c 434,679
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 487,441,362
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 2020. THE SYSTEM HAS NO MATERIAL UNCERTAIN TAX POSITIONS. CERTAIN SUBSIDIARIES ARE SUBJECT TO FEDERAL AND STATE INCOME TAXES. SOME OF THESE CORPORATIONS HAVE ACCUMULATED NET OPERATING LOSS CARRYFORWARDS THAT ARE AVAILABLE TO OFFSET FUTURE TAXABLE INCOME, IF ANY, DURING THE CARRYFORWARD PERIOD. DEFERRED TAX ASSETS AND LIABILITIES RELATED TO THESE SUBSIDIARIES WERE NOT MATERIAL.
PART XI, LINE 2D - OTHER ADJUSTMENTS: ROUNDING 581.
PART XI, LINE 4B - OTHER ADJUSTMENTS: REVENUES IN NET ASSETS WITHOUT DONOR RESTRICTIONS 14,784,220. REVENUES IN NET ASSETS WITH DONOR RESTRICTIONS 18,562.
PART XII, LINE 2D - OTHER ADJUSTMENTS: ROUNDING 317.
Schedule D (Form 990) 2022


Additional Data


Software ID:  
Software Version:  





Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

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," on Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990.
lBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
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 Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on 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 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
noncash assistance		 (h) Purpose of grant
or assistance
(1) IOWA HEALTH FOUNDATION DBA UNITYPOINT HEALTH FOUNDATION
1415 WOODLAND AVE
DES MOINES,IA50309 		42-1467682 501(C)(3) 10,000 0     PROGRAM SUPPORT
(2) METHODIST MEDICAL CENTER FOUNDATION DBA CENTRAL ILLINOIS FOUNDATION
120 NORTHEAST GLEN OAK AVE
PEORIA,IL61603 		51-0186460 501(C)(3) 10,000 0     PROGRAM SUPPORT
(3) ONE IOWA
PO BOX 1419
DES MOINES,IA50305 		72-1613927 501(C)(3) 7,500 0     PROGRAM SUPPORT
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
4
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
0
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2023

Schedule I (Form 990) 2023
Page 2
Part III
Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on 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
noncash assistance		 (e) Method of valuation (book,
FMV, appraisal, other)		 (f) Description of noncash assistance
(1)
(2)
(3)
(4)
(5)
(6)
(7)
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: THE ORGANIZATION REQUIRES EACH RECIPIENT OF THE GRANTS MENTIONED IN PART II & III (OTHER THAN ASSISTANCE TO RELATED ORGANIZATIONS IN THE FORM OF WORKING CAPITAL) TO APPLY FOR THE GRANT AND OUTLINES A SERIES OF ELIGIBLITY STANDARDS THAT ARE REQUIRED TO BE MET. THE ORGANIZATION THEN REVIEWS THESE APPLICATIONS, AND BASED ON NEED AND ELIGIBILITY, A COMMITTEE MAKES THE FINAL DECISION ON ALL GRANT RECIPIENTS.
Schedule I (Form 990) 2023



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
medium right arrow graphic Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
medium right arrow graphic Attach to Form 990.
medium right arrow graphic Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2023
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 on 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 on 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 on 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 on 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), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on 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," on line 5a or 5b, describe in Part III.
6
For persons listed on 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," on line 6a or 6b, describe in Part III.
7
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported on 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" on 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) 2023

Schedule J (Form 990) 2023
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 on 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, 1099-MISC compensation, and/or 1099-NEC (C) Retirement and other deferred compensation (D) Nontaxable
benefits		 (E) Total of columns
(B)(i)-(D) 		(F) Compensation in column (B) reported as deferred on prior Form 990
(i) Base
compensation 		(ii) Bonus & incentive
compensation 		(iii) Other reportable compensation
1CLAY HOLDERMAN
PRESIDENT/CEO (TO 10/23) 		(i)

(ii)		 1,243,479
-------------
0 		1,992,537
-------------
0 		1,340,830
-------------
0 		320,100
-------------
0 		29,826
-------------
0 		4,926,772
-------------
0 		531,554
-------------
0
2SUSAN ERICKSON
COO SVP 		(i)

(ii)		 700,603
-------------
0 		488,275
-------------
0 		636,519
-------------
0 		123,196
-------------
0 		20,842
-------------
0 		1,969,435
-------------
0 		659,106
-------------
0
3DAVID WILLIAMS MD CHIEF
CLINICAL OFFICER SVP (TO 11/23) 		(i)

(ii)		 587,707
-------------
0 		696,815
-------------
0 		436,230
-------------
0 		113,203
-------------
0 		23,827
-------------
0 		1,857,782
-------------
0 		94,664
-------------
0
4SCOTT KIZERCH LGL OFF SVP TO 723
BD SEC/PRESIDENT/CEO (FR 7/23) 		(i)

(ii)		 986,060
-------------
0 		606,261
-------------
0 		29,664
-------------
0 		208,812
-------------
0 		22,198
-------------
0 		1,852,995
-------------
0 		0
-------------
0
5PETER D WATSON CHIEF
FINANCIAL OFFICER SVP (TO 4/23) 		(i)

(ii)		 243,042
-------------
0 		702,892
-------------
0 		824,372
-------------
0 		16,500
-------------
0 		19,823
-------------
0 		1,806,629
-------------
0 		169,231
-------------
0
6ROBERT ERICKSON
PRESIDENT/CEO-QC (TO 8/23) 		(i)

(ii)		 0
-------------
358,340 		0
-------------
566,950 		0
-------------
470,453 		0
-------------
16,500 		0
-------------
30,247 		0
-------------
1,442,490 		0
-------------
296,291
7DANDRE CARPENTER DNP RN
CHIEF NURSING OFFICER (TO 8/23) 		(i)

(ii)		 371,575
-------------
0 		594,475
-------------
0 		332,381
-------------
0 		100,333
-------------
0 		9,443
-------------
0 		1,408,207
-------------
0 		53,942
-------------
0
8AARON GILLINGHAM CHIEF HUMAN
RESOURCES OFFICER SVP (TO 7/23) 		(i)

(ii)		 292,774
-------------
0 		603,751
-------------
0 		374,553
-------------
0 		16,500
-------------
0 		27,629
-------------
0 		1,315,207
-------------
0 		82,500
-------------
0
9DANIEL CARPENTER
CHIEF STRATEGY OFFICER SVP 		(i)

(ii)		 640,866
-------------
0 		464,884
-------------
0 		16,955
-------------
0 		146,942
-------------
0 		22,298
-------------
0 		1,291,945
-------------
0 		0
-------------
0
10DAVID STARK PRESCEO-DSM CHIEF GOV
AFFAIRS & PHILANTHROPY OFF (FR 7/23) 		(i)

(ii)		 246,303
-------------
357,158 		246,203
-------------
175,570 		6,355
-------------
10,134 		0
-------------
67,576 		8,761
-------------
15,517 		507,622
-------------
625,955 		0
-------------
0
11MICHELLE NIERMANN PRESCEO-CR
(TO 8/23), SVP COO-EAST (FR 8/23) 		(i)

(ii)		 238,700
-------------
320,186 		227,372
-------------
165,025 		13,608
-------------
23,229 		0
-------------
88,558 		11,835
-------------
18,935 		491,515
-------------
615,933 		0
-------------
0
12PAMELA DELAGARDELLE PRESCEO-WAT
(TO 8/23), SVP COO-WEST (FR 7/23) 		(i)

(ii)		 240,165
-------------
305,553 		221,371
-------------
168,135 		17,122
-------------
28,315 		0
-------------
86,308 		5,588
-------------
10,441 		484,246
-------------
598,752 		0
-------------
0
13MARCEL DEVETTEN MD
CHIEF QUALITY OFFICER 		(i)

(ii)		 506,835
-------------
0 		129,317
-------------
0 		393,041
-------------
0 		16,500
-------------
0 		21,329
-------------
0 		1,067,022
-------------
0 		402,590
-------------
0
14LAURA SMITH CIO SVP TO 1123 VP C
TECH TRANSFORMATION OFF (FR 11/23) 		(i)

(ii)		 528,372
-------------
0 		392,906
-------------
0 		10,952
-------------
0 		94,998
-------------
0 		19,048
-------------
0 		1,046,276
-------------
0 		0
-------------
0
15CHAD WOLBERS
PRES/CEO-DUB (TO 9/23) 		(i)

(ii)		 0
-------------
240,112 		0
-------------
369,682 		0
-------------
366,182 		0
-------------
8,574 		0
-------------
29,212 		0
-------------
1,013,762 		0
-------------
251,260
16LEAH GLASGO PRESIDENTCEO-FD
INTERIM PRES/CEO-SC (TO 10/23) 		(i)

(ii)		 0
-------------
583,501 		0
-------------
294,876 		0
-------------
7,955 		0
-------------
61,107 		0
-------------
33,564 		0
-------------
981,003 		0
-------------
0
17PATRICIA NEWLAND MD
PRES/CEO-IPCMF 		(i)

(ii)		 0
-------------
527,488 		0
-------------
323,918 		0
-------------
11,102 		0
-------------
80,032 		0
-------------
24,648 		0
-------------
967,188 		0
-------------
0
18KEITH KNEPP MD
PRESIDENT/CEO-PM (TO 4/23) 		(i)

(ii)		 0
-------------
160,330 		0
-------------
173,515 		0
-------------
523,960 		0
-------------
10,861 		0
-------------
8,518 		0
-------------
877,184 		0
-------------
407,581
19JAMES ARNETT
PRESIDENT/CEO-WI 		(i)

(ii)		 0
-------------
430,516 		0
-------------
304,419 		0
-------------
7,737 		0
-------------
65,625 		0
-------------
30,952 		0
-------------
839,249 		0
-------------
0
20MICHAEL HEINRICH INTERIM CFO
(FR 3/23 TO 7/23), CFO (FR 7/23) 		(i)

(ii)		 228,055
-------------
205,399 		0
-------------
165,786 		4,822
-------------
20,063 		0
-------------
66,844 		4,887
-------------
6,694 		237,764
-------------
464,786 		0
-------------
0
21ANDREA EKLUND
CHIEF COMPLIANCE OFFICER (TO 10/23) 		(i)

(ii)		 231,556
-------------
0 		316,777
-------------
0 		107,317
-------------
0 		16,500
-------------
0 		29,751
-------------
0 		701,901
-------------
0 		37,197
-------------
0
22MALLARY MCKINNEY VP CHIEF BRAND
MARKETING & COMMUNICATIONS OFFICER 		(i)

(ii)		 321,694
-------------
0 		237,818
-------------
0 		3,443
-------------
0 		60,873
-------------
0 		5,382
-------------
0 		629,210
-------------
0 		0
-------------
0
23JESSICA MEISNER VP SYSTEM HR CONSUL
(TO 11/23), SVP CAO (FR 11/23) 		(i)

(ii)		 411,696
-------------
0 		116,157
-------------
0 		3,722
-------------
0 		25,500
-------------
0 		18,831
-------------
0 		575,906
-------------
0 		0
-------------
0
24MARK JOHNSON
VP CONSOLIDATED SERVICES 		(i)

(ii)		 364,068
-------------
0 		94,523
-------------
0 		9,107
-------------
0 		69,095
-------------
0 		25,872
-------------
0 		562,665
-------------
0 		0
-------------
0
25WENDY MORTIMORE MD
CHIEF MEDICAL INF OFFICER 		(i)

(ii)		 393,454
-------------
0 		98,486
-------------
0 		138
-------------
0 		16,500
-------------
0 		15,467
-------------
0 		524,045
-------------
0 		0
-------------
0
26JOHN SHEEHAN FRMR CHIEF
OPERATING OFFICER SVP (TO 7/22) 		(i)

(ii)		 0
-------------
0 		0
-------------
0 		489,785
-------------
0 		0
-------------
0 		4,437
-------------
0 		494,222
-------------
0 		0
-------------
0
27MATTHEW WARRENS
MANAGING DIRECTOR INNOVATION CENTER 		(i)

(ii)		 300,643
-------------
0 		82,535
-------------
0 		71,943
-------------
0 		16,500
-------------
0 		21,764
-------------
0 		493,385
-------------
0 		0
-------------
0
28JENNIFER OFELT INT PRESCCO-HOME
(TO 7/23) PRES/CCO-HOME (FR 7/23) 		(i)

(ii)		 0
-------------
330,238 		0
-------------
109,003 		0
-------------
2,929 		0
-------------
29,362 		0
-------------
19,065 		0
-------------
490,597 		0
-------------
0
29DEBRA KING
DEPUTY GENERAL COUNSEL 		(i)

(ii)		 327,766
-------------
0 		80,198
-------------
0 		7,168
-------------
0 		48,374
-------------
0 		20,885
-------------
0 		484,391
-------------
0 		0
-------------
0
30THEODORE TOWNSEND FRMR PRESCEO-CR
FRMR INT PRES/CEO-DUB (TO 12/18) 		(i)

(ii)		 0
-------------
0 		0
-------------
0 		0
-------------
462,474 		0
-------------
0 		0
-------------
0 		0
-------------
462,474 		0
-------------
462,474
31DENNIS SHIRLEY
VP REVENUE CYCLE 		(i)

(ii)		 323,228
-------------
0 		85,154
-------------
0 		3,043
-------------
0 		16,500
-------------
0 		24,219
-------------
0 		452,144
-------------
0 		0
-------------
0
32KYLE CHRISTIASON MD
BOARD MEMBER 		(i)

(ii)		 0
-------------
383,674 		0
-------------
0 		0
-------------
1,129 		0
-------------
16,500 		0
-------------
26,625 		0
-------------
427,928 		0
-------------
0
33RICHARD SEIDLER
FRMR PRESIDENT/CEO-QC (TO 05/19) 		(i)

(ii)		 0
-------------
0 		0
-------------
0 		0
-------------
369,890 		0
-------------
0 		0
-------------
0 		0
-------------
369,890 		0
-------------
369,890
34ANDREA WHITE MD
BOARD MEMBER 		(i)

(ii)		 0
-------------
328,266 		0
-------------
10,671 		0
-------------
1,129 		0
-------------
16,500 		0
-------------
9,353 		0
-------------
365,919 		0
-------------
0
35LORENZO SUTER
FRMR PRES/CEO-SC (TO 7/22) 		(i)

(ii)		 0
-------------
0 		0
-------------
0 		0
-------------
268,869 		0
-------------
0 		0
-------------
13,491 		0
-------------
282,360 		0
-------------
0
36SUSAN THOMPSON FRMR INTERIM
PRESIDENT/CEO (TO 02/21) 		(i)

(ii)		 0
-------------
0 		0
-------------
0 		278,145
-------------
0 		0
-------------
0 		0
-------------
0 		278,145
-------------
0 		278,145
-------------
0
37ART NIZZA
FRMR EVP/COO (TO 02/21) 		(i)

(ii)		 0
-------------
0 		0
-------------
0 		156,611
-------------
0 		0
-------------
0 		0
-------------
0 		156,611
-------------
0 		0
-------------
0
Schedule J (Form 990) 2023

Schedule J (Form 990) 2023
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 SEVERANCE PAYMENTS: THE FOLLOWING INDIVIDUAL(S) RECEIVED SEVERANCE PAYMENTS DURING THE YEAR THAT WERE INCLUDED IN THEIR TAXABLE INCOME: DANDRE CARPENTER $185,202; ANDREA EKLUND $64,579; ROBERT ERICKSON $165,672; AARON GILLINGHAM $261,462; CLAY HOLDERMAN $286,085; ARTHUR NIZZA $156,611; JOHN SHEEHAN $489,785; LORENZO SUTER $268,869; MATTHEW WARRENS $25,861; PETER D. WATSON $553,846; DAVID WILLIAMS $62,834; AND CHAD WOLBERS $101,670. NONQUALIFIED RETIREMENT PLAN CONTRIBUTIONS: THE FOLLOWING INDIVIDUAL(S) PARTICIPATED IN AND RECEIVED CONTRIBUTIONS IN A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN: JAMES ARNETT $52,425; DANDRE CARPENTER $83,833; DANIEL CARPENTER $130,442: PAM DELAGARDELLE $69,808; SUSAN ERICKSON $106,696; LEAH GLASGO $44,607; MICHAEL HEINRICH $50,344; CLAY HOLDERMAN $303,600; MARK JOHNSON $52,595; DEBRA KING $31,874; SCOTT KIZER $192,312; MALLARY MCKINNEY $47,323; JESSICA MEISNER $9,000; PATRICIA NEWLAND, MD $63,532; MICHELLE NIERMANN $72,058; JENNIFER OFELT $12,862; LAURA SMITH $78,498; DAVID STARK $51,076; AND DAVID WILLIAMS, MD $96,703. NONQUALIFIED RETIREMENT PLAN DISTRIBUTIONS: THE FOLLOWING INDIVIDUAL(S) PARTICIPATED IN AND RECEIVED PAYMENTS FROM A SUPPLEMENTAL NON-QUALIFIED PLAN: DANDRE CARPENTER $142,498; MARCEL DEVETTEN, MD $371,056; ANDREA EKLUND $40,038; ROBERT ERICKSON $292,105; SUSAN ERICKSON $610,678; AARON GILLINGHAM $107,035; CLAY HOLDERMAN $850,162; KEITH KNEPP, MD $406,743; RICHARD SEIDLER $369,890; SUSAN THOMPSON $278,145; THEODORE TOWNSEND, JR $462,474; PETER D. WATSON $170,213; DAVID WILLIAMS, MD $201,601; AND CHAD WOLBERS $260,210. PAYOUTS ARE MADE WITH VESTED FUNDS, AS ESTABLISHED BY PLAN DOCUMENTS.
Schedule J (Form 990) 2023

Additional Data


Software ID:  
Software Version:  

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

Schedule K
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information on Tax-Exempt Bonds
Complete if the organization answered "Yes" to Form 990, Part Ⅵ, line 24a. Provide descriptions,
explanations, and any additional information in Part Ⅵ.
Attach to Form 990.
Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2023
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 462466ET6 10-03-2013 79,120,000 SEE PART VI   X   X   X
B IOWA FINANCE AUTHORITY
  		52-1699886 97670FBE0 05-21-2014 259,106,530 SEE PART VI X     X   X
C WISC HEALTH & EDUCATIONAL FACILITIES
  		39-1337855   08-09-2022 4,650,000 SEE PART VI   X   X   X
D WISC HEALTH & EDUCATIONAL FACILITIES
  		39-1337855   08-09-2022 16,170,000 SEE PART VI   X   X   X
IOWA FINANCE AUTHORITY
  		52-1699886 462466FZ1 06-07-2016 197,934,258 SEE PART VI   X   X   X
IOWA FINANCE AUTHORITY
  		52-1699886 46246K5C2 11-20-2018 79,730,031 SEE PART VI   X   X   X
IOWA FINANCE AUTHORITY
  		52-1699886 46246K5D0 11-20-2018 229,660,000 SEE PART VI   X   X   X
IOWA FINANCE AUTHORITY
  		52-1699886 46247SFB5 11-15-2023 63,680,000 SEE PART VI   X   X   X
Part Ⅱ
Proceeds
A B C D
1 Amount of bonds retired .................. 10,395,000 43,095,000 3,100,000 1,820,000
2 Amount of bonds legally defeased ..............   85,000,000    
3 Total proceeds of issue .................. 79,120,000 243,525,000 4,650,000 16,170,000
4 Gross proceeds in reserve funds .............        
5 Capitalized interest from proceeds .............        
6 Proceeds in refunding escrows ............... 28,620,000 71,310,750 4,650,000 16,170,000
7 Issuance costs from proceeds ............... 500,000 2,593,568 1,485,000  
8 Credit enhancement from proceeds .............        
9 Working capital expenditures from proceeds .............        
10 Capital expenditures from proceeds ............. 36,000,000 185,202,212    
11 Other spent proceeds ............. 50,000,000      
12 Other unspent proceeds .............        
13 Year of substantial completion ............. 2014 2015 2012 2014
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue of tax-exempt
bonds (or, if issued prior to 2020, a current refunding issue)? ........ 		X   X   X   X  
15 Were the bonds issued as part of an advance refunding issue of taxable
bonds (or, if issued prior to 2020, 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  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2023

Schedule K (Form 990) 2023
Page 2
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
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?                
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 .... 1.970 % 0.100 % 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 ......... 0 % 0 % 0 % 0 %
6 Total of lines 4 and 5 ............. 1.970 % 0.100 % 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, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate? ...   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 "Yes" to 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
Schedule K (Form 990) 2023

Schedule K (Form 990) 2023
Page 3
Part Ⅳ
Arbitrage (Continued)
A B C D
Yes No Yes No Yes No Yes No
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 ..........  
  		 
  		 
  		 
 
c Term of hedge .........        
d Was the hedge superintegrated? ......                
e Was the hedge terminated? ........                
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 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 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 3/4/09.
PART I, LINE C(F) - BOND ISSUES (I) REFUNDING OF BOND ISSUED 08/09/12 BY WISC HEALTH & EDUCATIONAL FACILITIES; MERITER BECAME AFFILIATED WITH UNITYPOINT HEALTH ON 1/1/2014; DURING 2014 MERITER HOSPITAL BONDS WERE MOVED TO THE BOOKS OF UNITYPOINT HEALTH AND PARTIALLY REFUNDED WITH A 2014 BOND DRAW BY UNITYPOINT HEALTH.
PART I, LINE D(F) - BOND ISSUES (I) REFUNDING OF BOND ISSUED 08/09/12 BY WISC HEALTH & EDUCATIONAL FACILITIES; MERITER BECAME AFFILIATED WITH UNITYPOINT HEALTH ON 1/1/2014; DURING 2014 MERITER HOSPITAL BONDS WERE MOVED TO THE BOOKS OF UNITYPOINT HEALTH AND PARTIALLY REFUNDED WITH A 2014 BOND DRAW BY UNITYPOINT HEALTH.
PART I, LINE E(F) - BOND ISSUES (I) REFUND A PORTION OF THE IOWA FINANCE AUTHORITY'S HOSPITAL FACILITIES REVENUE BONDS (IOWA HEALTH SYSTEM), SERIES 2008A ISSUED ON 8/6/2009; (II) CONSTRUCT AND EQUIP PARTS OF WATERLOO AND DUBUQUE AFFILIATE FACILITIES.
PART I, LINE F(F) - BOND ISSUES (I) REFINANCE A PORTION AND DEFEASE A PORTION OF THE IOWA FINANCE AUTHORITY'S HOSPITAL FACILITIES REVENUE BONDS (IOWA HEALTH SYSTEM), SERIES 2005A ISSUED ON 07/27/2005; (II) CONSTRUCT, EQUIP AND IMPROVE HOSPITAL FACILITIES OF THE ORGANIZATION AND AFFILIATES LOCATED IN MARSHALLTOWN, IOWA.
PART I, LINE G(F) - BOND ISSUES (I) REFUND A PORTION OF THE IOWA FINANCE AUTHORITY'S HOSPITAL FACILITIES REVENUE BONDS (IOWA HEALTH SYSTEM), SERIES 2016A ISSUED ON 01/04/2016.
PART I, LINE H(F) - BOND ISSUES (I) REFUND A PORTION OF THE IOWA FINANCE AUTHORITY'S HOSPITAL FACILITIES REVENUE BONDS (IOWA HEALTH SYSTEM), SERIES 2018A ISSUED ON 03/20/2018.
Schedule K (Form 990) 2023

Additional Data


Software ID:  
Software Version:  


Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

Schedule K
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information on Tax-Exempt Bonds
Complete if the organization answered "Yes" to Form 990, Part Ⅵ, line 24a. Provide descriptions,
explanations, and any additional information in Part Ⅵ.
Attach to Form 990.
Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2023
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 462466ET6 10-03-2013 79,120,000 SEE PART VI   X   X   X
B IOWA FINANCE AUTHORITY
  		52-1699886 97670FBE0 05-21-2014 259,106,530 SEE PART VI X     X   X
C WISC HEALTH & EDUCATIONAL FACILITIES
  		39-1337855   08-09-2022 4,650,000 SEE PART VI   X   X   X
D WISC HEALTH & EDUCATIONAL FACILITIES
  		39-1337855   08-09-2022 16,170,000 SEE PART VI   X   X   X
IOWA FINANCE AUTHORITY
  		52-1699886 462466FZ1 06-07-2016 197,934,258 SEE PART VI   X   X   X
IOWA FINANCE AUTHORITY
  		52-1699886 46246K5C2 11-20-2018 79,730,031 SEE PART VI   X   X   X
IOWA FINANCE AUTHORITY
  		52-1699886 46246K5D0 11-20-2018 229,660,000 SEE PART VI   X   X   X
IOWA FINANCE AUTHORITY
  		52-1699886 46247SFB5 11-15-2023 63,680,000 SEE PART VI   X   X   X
Part Ⅱ
Proceeds
A B C D
1 Amount of bonds retired .................. 10,395,000 43,095,000 3,100,000 1,820,000
2 Amount of bonds legally defeased ..............   85,000,000    
3 Total proceeds of issue .................. 79,120,000 243,525,000 4,650,000 16,170,000
4 Gross proceeds in reserve funds .............        
5 Capitalized interest from proceeds .............        
6 Proceeds in refunding escrows ............... 28,620,000 71,310,750 4,650,000 16,170,000
7 Issuance costs from proceeds ............... 500,000 2,593,568 1,485,000  
8 Credit enhancement from proceeds .............        
9 Working capital expenditures from proceeds .............        
10 Capital expenditures from proceeds ............. 36,000,000 185,202,212    
11 Other spent proceeds ............. 50,000,000      
12 Other unspent proceeds .............        
13 Year of substantial completion ............. 2014 2015 2012 2014
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue of tax-exempt
bonds (or, if issued prior to 2020, a current refunding issue)? ........ 		X   X   X   X  
15 Were the bonds issued as part of an advance refunding issue of taxable
bonds (or, if issued prior to 2020, 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  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2023

Schedule K (Form 990) 2023
Page 2
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
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?                
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 .... 1.970 % 0.100 % 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 ......... 0 % 0 % 0 % 0 %
6 Total of lines 4 and 5 ............. 1.970 % 0.100 % 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, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate? ...   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 "Yes" to 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
Schedule K (Form 990) 2023

Schedule K (Form 990) 2023
Page 3
Part Ⅳ
Arbitrage (Continued)
A B C D
Yes No Yes No Yes No Yes No
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 ..........  
  		 
  		 
  		 
 
c Term of hedge .........        
d Was the hedge superintegrated? ......                
e Was the hedge terminated? ........                
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 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 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 3/4/09.
PART I, LINE C(F) - BOND ISSUES (I) REFUNDING OF BOND ISSUED 08/09/12 BY WISC HEALTH & EDUCATIONAL FACILITIES; MERITER BECAME AFFILIATED WITH UNITYPOINT HEALTH ON 1/1/2014; DURING 2014 MERITER HOSPITAL BONDS WERE MOVED TO THE BOOKS OF UNITYPOINT HEALTH AND PARTIALLY REFUNDED WITH A 2014 BOND DRAW BY UNITYPOINT HEALTH.
PART I, LINE D(F) - BOND ISSUES (I) REFUNDING OF BOND ISSUED 08/09/12 BY WISC HEALTH & EDUCATIONAL FACILITIES; MERITER BECAME AFFILIATED WITH UNITYPOINT HEALTH ON 1/1/2014; DURING 2014 MERITER HOSPITAL BONDS WERE MOVED TO THE BOOKS OF UNITYPOINT HEALTH AND PARTIALLY REFUNDED WITH A 2014 BOND DRAW BY UNITYPOINT HEALTH.
PART I, LINE E(F) - BOND ISSUES (I) REFUND A PORTION OF THE IOWA FINANCE AUTHORITY'S HOSPITAL FACILITIES REVENUE BONDS (IOWA HEALTH SYSTEM), SERIES 2008A ISSUED ON 8/6/2009; (II) CONSTRUCT AND EQUIP PARTS OF WATERLOO AND DUBUQUE AFFILIATE FACILITIES.
PART I, LINE F(F) - BOND ISSUES (I) REFINANCE A PORTION AND DEFEASE A PORTION OF THE IOWA FINANCE AUTHORITY'S HOSPITAL FACILITIES REVENUE BONDS (IOWA HEALTH SYSTEM), SERIES 2005A ISSUED ON 07/27/2005; (II) CONSTRUCT, EQUIP AND IMPROVE HOSPITAL FACILITIES OF THE ORGANIZATION AND AFFILIATES LOCATED IN MARSHALLTOWN, IOWA.
PART I, LINE G(F) - BOND ISSUES (I) REFUND A PORTION OF THE IOWA FINANCE AUTHORITY'S HOSPITAL FACILITIES REVENUE BONDS (IOWA HEALTH SYSTEM), SERIES 2016A ISSUED ON 01/04/2016.
PART I, LINE H(F) - BOND ISSUES (I) REFUND A PORTION OF THE IOWA FINANCE AUTHORITY'S HOSPITAL FACILITIES REVENUE BONDS (IOWA HEALTH SYSTEM), SERIES 2018A ISSUED ON 03/20/2018.
Schedule K (Form 990) 2023

Additional Data


Software ID:  
Software Version:  

Schedule L
(Form 990)
Department of the Treasury
Internal Revenue Service
Transactions with Interested Persons
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.
Attach to Form 990 or Form 990-EZ.
Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2023
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), section 501(c)(4), and section 501(c)(29) 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 the organization managers or disqualified persons during the year under section 4958. ........................... $
 
3
Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ........ $
 

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 ............... $  
Part III
Grants or Assistance Benefiting 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) 2023
Schedule L (Form 990) 2023
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) CHAD BAEDKE FAMILY MEMBER OF FORMER KEY EMPLOYEE SUSAN THOMPSON 150,760 EMPLOYMENT   No
Part V
Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).
Return Reference Explanation
Schedule L (Form 990) 2023


Additional Data


Software ID:  
Software Version:  




SCHEDULE O
(Form 990)

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 990-EZ or to provide any additional information.
Attach to Form 990 or 990-EZ.
 Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Open to Public
Inspection
Name of the organization
IOWA HEALTH SYSTEM
 
Employer identification number

42-1435199
Return Reference Explanation
FORM 990, PART V, LINES 1A & 1B CASH DISBURSEMENTS ARE CENTRALIZED THROUGH THE PARENT ORGANIZATION, IOWA HEALTH SYSTEM (D/B/A UNITYPOINT HEALTH). THE PARENT MAKES THE PAYMENTS AND FILES THE RELATED FORMS 1099 AND 1096 ON BEHALF OF ALL UNITYPOINT HEALTH SYSTEM RELATED ORGANIZATIONS.
FORM 990, PART VI, SECTION A, LINE 4 IOWA HEALTH SYSTEM (DBA UNITYPOINT HEALTH) IS THE SOLE MEMBER OF MARKET PARENTS EACH OF WHICH IS THE SOLE MEMBER OF CORPORATIONS THAT OWN AND OPERATE HOSPIITAL AND HEALTHCARE FACILITIES. UNITYPOINT HEALTH AND ITS MARKETS IMPLEMENTED A FULLY-INTEGRATED OPERATING MODEL INCLUDING STANDARD GOVERNANCE ACROSS MARKETS ESTABLISHING RESPECTIVE RESPONSIBILITIES, AUTHORITIES, AND POWERS SET FORTH IN AMENDED GOVERNING DOCUMENTS.
FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY UNITYPOINT HEALTH'S CORPORATE SERVICES TAX DEPARTMENT AND GOES THROUGH TWO LEVELS OF REVIEW WITHIN THE DEPARTMENT WITH ULTIMATE APPROVAL BY THE DIRECTOR OF TAX SERVICES. THE DIRECTOR OF TAX SERVICES MEETS WITH THE FINANCE EXECUTIVE AND REVIEWS KEY PARTS OF THE FORM 990 UTILIZING A PRESENTATION SUMMARY. A COPY OF THE FORM 990 IS GIVEN TO EACH MEMBER OF THE BOARD VIA THE BOARD PORTAL ALONG WITH A REVIEW GUIDE.
FORM 990, PART VI, SECTION B, LINE 12C THE 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 REVIEW OF ALL COMPENSATION AND BENEFITS PROVIDED TO THE ORGANIZATION'S OFFICERS AND KEY EMPLOYEES, INCLUDING THE IHS CHIEF EXECUTIVE OFFICER (THE "CEO"). THIS REVIEW COMPARES THE TOTAL COMPENSATION AND VALUE OF BENEFITS PROVIDED TO EACH EXECUTIVE, ON A POSITION BY POSITION BASIS, TO THAT PROVIDED TO FUNCTIONALLY SIMILAR POSITIONS IN SIMILARLY SITUATED ORGANIZATIONS. THIS REVIEW IS CONDUCTED BY THE COMMITTEE WITH THE ASSISTANCE OF A NATIONAL, INDEPENDENT COMPENSATION CONSULTANT REPORTING DIRECTLY TO THE COMMITTEE. THE COMMITTEE HAS BEEN DELEGATED THE RESPONSIBILITY FOR OVERSIGHT OF EXECUTIVE COMPENSATION AND IS MADE UP ENTIRELY OF INDEPENDENT DIRECTORS WITHIN THE MEANING OF THE "REBUTTABLE PRESUMPTION OF REASONABLENESS" UNDER THE FEDERAL INCOME TAX INTERMEDIATE SANCTIONS RULES. THE COMPENSATION CONSULTANT HOLDS ITSELF OUT TO THE PUBLIC AS A COMPENSATION CONSULTANT, PERFORMS THESE VALUATIONS ON A REGULAR BASIS, IS QUALIFIED TO MAKE THE VALUATIONS OF THE SERVICES INVOLVED, AND HAS SO INDICATED IN A WRITTEN CERTIFICATION TO THE COMMITTEE. BASED UPON THE ADVICE OF THE COMPENSATION CONSULTANT, AND APPLYING THE BOARD'S COMPENSATION PHILOSOPHY, THE COMMITTEE ESTABLISHES THE OVERALL ADJUSTMENT IN COMPENSATION AND BENEFITS FOR THE TOP EXECUTIVES IN THE ENTIRE HEALTH SYSTEM (SEVERAL OF WHICH ARE EMPLOYEES OF THE FILING ORGANIZATION) AND DELEGATES TO THE CEO THE AUTHORITY TO MAKE ADJUSTMENTS, CONSISTENT WITH THE COMMITTEE'S DIRECTION, FOR THE OTHER EXECUTIVES. THE COMMITTEE DETERMINES ALL ASPECTS OF THE COMPENSATION AND BENEFITS OF THE CEO. THE COMMITTEE INTENTIONALLY TAKES ALL THE STEPS NECESSARY TO QUALIFY FOR THE REBUTTABLE PRESUMPTION OF REASONABLENESS UNDER THE FEDERAL INCOME TAX LAW INTERMEDIATE SANCTIONS RULES, INCLUDING CONTEMPORANEOUS SUBSTANTIATION OF ALL COMMITTEE MEETINGS AND ACTIONS. THE ORGANIZATION BELIEVES IT IS IN FULL COMPLIANCE WITH SECTION 4958 OF THE IRC, PROVIDES NO MORE THAN REASONABLE AND FAIR MARKET VALUE COMPENSATION AND BENEFITS FOR ITS EMPLOYEES AND DOES NOT PROVIDE ANY EXCESS COMPENSATION OR BENEFITS AS PROHIBITED BY SECTION 4958. THE REVIEW OF COMPENSATION AND BENEFITS WAS LAST PERFORMED IN DECEMBER 2023 FOR THE FOLLOWING INDIVIDUALS: JAMES C. ARNETT, DANIEL L. CARPENTER, PAMELA K. DELAGARDELLE, MARCEL P. DEVETTEN, MD, LEAH M. GLASGO, MICHAEL G. HEINRICH, MARK A. JOHNSON, DEBRA D. KING, SCOTT A. KIZER, MALLARY A. MCKINNEY, JESSICA J. MEISNER, WENDY R. MORTIMORE, MD, PATRICIA K. NEWLAND, MD, MICHELLE S. NIERMANN, JENNIFER L. OFELT, DENNIS J. SHIRLEY, LAURA S. SMITH, AND DAVID A. STARK. 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 ITS 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 COLLECTION FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 23,350,034. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 23,350,034. CONSULTING FEES: PROGRAM SERVICE EXPENSES 4,084,291. MANAGEMENT AND GENERAL EXPENSES 4,865,142. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 8,949,433. EQUIPMENT REPAIRS: PROGRAM SERVICE EXPENSES 15,239. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 15,239. MISCELLANEOUS PURCHASED SERVICES: PROGRAM SERVICE EXPENSES -686,783. MANAGEMENT AND GENERAL EXPENSES 8,385,201. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,698,418. PRINTING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 113,968. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 113,968. PURCH MED DIRECTOR SERVICES: PROGRAM SERVICE EXPENSES 62,319. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 62,319. SERVICE MAINTENANCE CONTRACTS: PROGRAM SERVICE EXPENSES 75,069,523. MANAGEMENT AND GENERAL EXPENSES 7,660,601. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 82,730,124. SOFTWARE & SOFTWARE MAINTENANCE: PROGRAM SERVICE EXPENSES 1,890,259. MANAGEMENT AND GENERAL EXPENSES 8,468,438. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10,358,697. HEALTHCARE PROFESSIONALS: PROGRAM SERVICE EXPENSES 1,664. MANAGEMENT AND GENERAL EXPENSES 836. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,500. PURCHASED HOUSEKEEPING AND LAUNDRY: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 900. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 900.
FORM 990, PART XI, LINE 9: CENTRAL ILLINOIS DEAFFILIATION 75,000,000. CENTRAL ILLINOIS BOND DEFEASEMENT 2,450,469. FUND BALANCE TRANSFER (MEDIMORE) -1,470,412. CHANGE IN BENEFICIAL INTEREST 11,059.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990) 2023


Additional Data


Software ID:  
Software Version:  
SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
Attach to Form 990.
Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047
2023
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 0 1,000 IOWA HEALTH SYSTEM
 
(2) IOWA HEALTH ACCOUNTABLE CARE LC
1776 WEST LAKES PKWY 400
WEST DES MOINES,IA50266
45-4550692 		ACCOUNTABLE CARE IA 6,408,503 76,544,225 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)ABBE CENTER FOR COMMUNITY MENTAL HEALTH INC
740 N 15TH AVE NO A

HIAWATHA,IA52233
42-1045257 		MENTAL HEALTH CARE IA 501(C)(3) 509(A)(2) ABBEHEALTH INC
 
Yes
 
(2)ABBEHEALTH INC
740 N 15TH AVE NO A

HIAWATHA,IA52233
42-1373123 		SUPPORT AFFILIATES' MISSION TO IMPROVE HEALTH CARE IA 501(C)(3) 509(A)(3), TYPE III ST LUKE'S HEALTHCARE
 
Yes
 
(3)AGING SERVICES INC
740 N 15TH AVE NO A

HIAWATHA,IA52233
23-7085316 		SENIOR SERVICES IA 501(C)(3) 170(B)(1) (A)(VI) ABBEHEALTH INC
 
Yes
 
(4)ALLEN COLLEGE
1825 LOGAN AVENUE

WATERLOO,IA50703
42-1351526 		EDUCATE AND DEVELOP HEALTHCARE PROFESSIONALS IA 501(C)(3) 170(B)(1) (A)(II) ALLEN HEALTH SYSTEMS INC
 
Yes
 
(5)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
 
(6)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
 
(7)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
 
(8)BLACK HAWK-GRUNDY MENTAL HEALTH CENTER INC
3251 WEST NINTH STREET

WATERLOO,IA50702
42-0733463 		MENTAL HEALTH CARE IA 501(C)(3) 170(B)(1) (A)(VI) ALLEN HEALTH SYSTEMS INC
 
Yes
 
(9)CENTER FOR ALCOHOL AND DRUG SERVICES INC
4869 FOREST GROVE DRIVE

BETTENDORF,IA52722
42-1134273 		SUBSTANCE ABUSE SERVICES IA 501(C)(3) 170(B)(1) (A)(VI) THE ROBERT YOUNG CENTER FOR COMMUNITY MENTAL HEALTH
 
Yes
 
(10)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
 
(11)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
 
(12)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
 
(13)DES MOINES AREA MEDICAL EDUCATION CONSORTIUM INC
1415 WOODLAND AVE SUITE 130

DES MOINES,IA50309
42-1412497 		COORDINATION OF MEDICAL EDUCATION PROGRAMS IA 501(C)(3) 509(A)(3), TYPE III  
 
No
(14)EYERLY-BALL COMMUNITY MENTAL HEALTH SERVICES
945 19TH STREET

DES MOINES,IA50314
42-0942273 		MENTAL HEALTH CARE IA 501(C)(3) 509(A)(2) CENTRAL IOWA HEALTH SYSTEM
 
Yes
 
(15)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
 
(16)GRINNELL REGIONAL MEDICAL CENTER
210 FOURTH AVENUE

GRINNELL,IA50112
42-0933383 		HOSPITAL IA 501(C)(3) 170(B)(1) (A)(III) CENTRAL IOWA HEALTH SYSTEM
 
Yes
 
(17)GRINNELL REGIONAL MEDICAL CENTER FOUNDATION
210 FOURTH AVENUE

GRINNELL,IA50112
42-1454737 		CHARITABLE FUNDRAISING IA 501(C)(3) 170(B)(1) (A)(VI) GRINNELL REGIONAL MEDICAL CENTER
 
Yes
 
(18)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
 
(19)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
 
(20)IOWA PHYSICIANS CLINIC MEDICAL FOUNDATION
1776 WEST LAKES PKWY 400

WEST DES MOINES,IA50266
42-1411630 		PRIMARY HEALTH CARE SERVICES IA 501(C)(3) 170(B)(1) (A)(III) IOWA HEALTH SYSTEM
 
Yes
 
(21)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
 
(22)MERITER FOUNDATION INC
202 SOUTH PARK STREET

MADISON,WI53715
23-7098688 		CHARITABLE FUNDRAISING WI 501(C)(3) 170(B)(1) (A)(VI) MERITER HEALTH SERVICES INC
 
Yes
 
(23)MERITER HEALTH SERVICES INC
202 SOUTH PARK STREET

MADISON,WI53715
39-1412318 		SUPPORT AFFILIATES' MISSION TO IMPROVE HEALTH CARE WI 501(C)(3) 509(A)(3), TYPE II IOWA HEALTH SYSTEM
 
Yes
 
(24)MERITER HOSPITAL INC
202 SOUTH PARK STREET

MADISON,WI53715
39-0806367 		HOSPITAL WI 501(C)(3) 170(B)(1) (A)(III) MERITER HEALTH SERVICES INC
 
Yes
 
(25)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
 
(26)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
 
(27)NORTHWEST IOWA HOSPITAL CORPORATION
2720 STONE PARK BLVD

SIOUX CITY,IA51104
42-1019872 		HOSPITAL IA 501(C)(3) 170(B)(1) (A)(III) ST LUKE'S HEALTH SYSTEM INC
 
Yes
 
(28)SIOUXLAND PACE INC
1200 TRI VIEW AVE

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
 
(29)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
 
(30)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
 
(31)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
 
(32)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
 
(33)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
 
(34)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
 
(35)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
 
(36)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
 
(37)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
 
(38)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
 
(39)TRINITY COLLEGE OF NURSING & HEALTH SCIENCES
2122 25TH AVE

ROCK ISLAND,IL61201
81-0994377 		EDUCATE AND DEVELOP HEALTHCARE PROFESSIONALS IL 501(C)(3) 170(B)(1) (A)(II) TRINITY MEDICAL CENTER
 
Yes
 
(40)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
 
(41)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
 
(42)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
 
(43)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
 
(44)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
 
(45)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
 
(46)UNITY HEALTHCARE
1518 MULBERRY AVENUE

MUSCATINE,IA52761
42-0680337 		HOSPITAL IA 501(C)(3) 170(B)(1) (A)(III) TRINITY REGIONAL HEALTH SYSTEM
 
Yes
 
(47)UNITY HEALTHCARE FOUNDATION
1518 MULBERRY AVENUE

MUSCATINE,IA52761
42-1525031 		SUPPORT AFFILIATES' MISSION TO IMPROVE HEALTH CARE IA 501(C)(3) 170(B)(1) (A)(VI) UNITY HEALTHCARE
 
Yes
 
(48)UNITYPOINT AT HOME
1776 WEST LAKES PKWY 400

WEST DES MOINES,IA50266
42-1477471 		HOME HEALTH CARE IA 501(C)(3) 509(A)(2) IOWA HEALTH SYSTEM
 
Yes
 
(49)UNITYPOINT HEALTH - MARSHALLTOWN
1825 LOGAN AVENUE

WATERLOO,IA50703
81-5034179 		HOSPITAL IA 501(C)(3) 170(B)(1) (A)(III) ALLEN HEALTH SYSTEMS INC
 
Yes
 
(50)UNITYPOINT HEALTH - MARSHALLTOWN FOUNDATION
3 SOUTH 4TH AVE

MARSHALLTOWN,IA50158
42-1388518 		CHARITABLE FUNDRAISING IA 501(C)(3) 170(B)(1) (A)(VI) ALLEN HEALTH SYSTEMS INC
 
Yes
 
(51)UNITYPOINT HEALTH AT WORK
1776 WEST LAKES PKWY 400

WEST DES MOINES,IA50266
81-0872241 		EMPLOYER ONSITE MEDICAL SERVICES AND OCCUPATIONAL MEDICINE IA 501(C)(3) 170(B)(1) (A)(III) IOWA PHYSICIANS CLINIC MEDICAL FOUNDATION
 
Yes
 
(52)WISCONSIN DIALYSIS INC
3034 FISH HATCHERY ROAD

MADISON,WI53713
30-0072647 		OUTPATIENT KIDNEY DIALYSIS WI 501(C)(3) 509(A)(3), TYPE III  
 
No
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2023
Schedule R (Form 990) 2023
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) ADVANCED IMAGING CENTER LLC

615 VALLEY VIEW DRIVE
MOLINE,IL61265
36-4356301 		DIAGNOSTIC RADIOLOGY CENTER IA N/A
         No   Yes    
(2) ANKENY MEDICAL PARK SURGERY CENTER LC

3625 NORTH ANKENY BLVD STE J
ANKENY,IA50021
83-1281114 		AMBULATORY SURGERY CENTER IA N/A
         No   Yes    
(3) CENTRAL IOWA PHYSIO LLC

4714 GETTYSBURG ROAD
MECHANICSBURG,PA17055
36-4799633 		PHYSICAL THERAPY SERVICES IA N/A
         No   Yes    
(4) DUBUQUE ENDOSCOPY CENTER LC

1515 DELHI STREET SUITE 500
DUBUQUE,IA52001
20-1597161 		AMBULATORY SURGERY CENTER IA N/A
         No   Yes    
(5) EASTERN IOWA SLEEP SUPPLY LLC

275 10TH STREET SE STE 1130-B
CEDAR RAPIDS,IA52403
85-1990451 		MEDICAL EQUIPMENT RETAIL SALES IA N/A
         No   Yes    
(6) HEALTH CARE AFFILIATES OF THE TRI-STATES LLC

350 N GRANDVIEW AVE
DUBUQUE,IA52001
42-1428503 		PROVIDE ACCESS TO LICENSED SOFTWARE IA N/A
         No   Yes    
(7) IOWA DIAGNOSTIC IMAGING AND PROCEDURE CENTER LC

1200 PLEASANT STREET
DES MOINES,IA50309
03-0482623 		OUTPATIENT DIAGNOSTIC IMAGING IA N/A
         No   Yes    
(8) IOWA HEALTH SYSTEM CONTRACTING SERVICES LC

1776 WEST LAKES PKWY 400
WEST DES MOINES,IA50266
42-1511142 		GROUP PURCHASING IA IOWA HEALTH SYSTEM
  		RELATED 15,790,671 1,259,791 Yes     Yes   100.000 %
(9) LAKEVIEW SURGERY CENTER LC

1200 PLEASANT STREET
DES MOINES,IA50309
42-1516120 		SURGERY CENTER IA N/A
         No   Yes    
(10) MR ASSOCIATES LLP

1956 1ST AVENUE NE
CEDAR RAPIDS,IA52402
42-1260463 		OWN AND OPERATE MR UNIT IA N/A
         No   Yes    
(11) ORTHOPAEDIC OUTPATIENT SURGERY CENTER LC

1200 PLEASANT STREET
DES MOINES,IA50309
42-1508092 		AMBULATORY SURGERY CENTER IA N/A
         No   Yes    
(12) THE OUTPATIENT SURGERY CENTER OF CEDAR RAPIDS LLC

1075 FIRST AVENUE SE
CEDAR RAPIDS,IA52403
72-1550812 		AMBULATORY SURGERY CENTER. IA N/A
         No   Yes    
(13) UNITED MEDICAL PARK ASC LLC DBA THE SURGERY CENTER AT UNITED MEDICAL PARK

1825 LOGAN AVE
WATERLOO,IA50703
42-0698265 		AMBULATORY SURGERY CENTER IA N/A
         No   Yes    
(14) UPHT-SCA HOLDINGS LLC

569 BROOKWOOD VILLAGE SUITE 901
BIRMINGHAM,AL35209
47-3564984 		AMBULATORY SURGERY CENTER INVESTMENT DE N/A
         No     No  
(15) WEST LAKES SLEEP CENTER LLC

5950 UNIVERSITY AVENUE SUITE 2
WEST DES MOINES,IA50266
26-3193923 		SLEEP DISORDER DIAGNOSTIC TESTING FACILITY IA N/A
         No   Yes    
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) ABBE MANAGEMENT CORPORATION

740 N 15TH AVE NO A
HIAWATHA,IA52233
42-1361755 		MANAGEMENT SERVICES IA N/A
 C         No
(2) BROADBAND INC

1776 WEST LAKES PKWY 400
WEST DES MOINES,IA50266
27-3819741 		INFORMATION TECHNOLOGY MGMT. IA IOWA HEALTH SYSTEM
  		C 33,073 11,463,952 100.000 % Yes  
(3) DELHI POINT CONDO ASSOCIATION

350 N GRANDVIEW
DUBUQUE,IA52001
42-1467002 		REAL ESTATE MANAGEMENT IA N/A
 C         No
(4) HCP CORPORATION

202 SOUTH PARK STREET
MADISON,WI53715
39-1177562 		REAL ESTATE RENTAL WI N/A
 C         No
(5) HANSEN CHARITABLE REMAINDER ANNUITY TRUST

210 FOURTH AVENUE
GRINNELL,IA50112
39-6770806 		INVESTMENT IA N/A
 T         No
(6) HANSEN CHARITABLE REMAINDER UNITRUST

210 FOURTH AVENUE
GRINNELL,IA50112
39-6770807 		INVESTMENT IA N/A
 T         No
(7) HEALTH ADVANTAGE PLUS INC

210 4TH AVENUE
GRINNELL,IA50112
42-1436490 		PHYSICAL THERAPY IA N/A
 C         No
(8) HNC SERVICES

1776 WEST LAKES PKWY 400
WEST DES MOINES,IA50266
27-0987243 		FIBER OPTIC NETWORK SERVICES IA IOWA HEALTH SYSTEM
  		C 336,469 2,171,034 100.000 % Yes  
(9) MEDIMORE INC

1776 WEST LAKES PKWY 400
WEST DES MOINES,IA50266
42-1414390 		MANAGED CARE IA IOWA HEALTH SYSTEM
  		C 1,470,412 76,048 100.000 % Yes  
(10) MERITER HEALTH ENTERPRISES INC

202 SOUTH PARK STREET
MADISON,WI53715
39-1293620 		MANAGEMENT SERVICES WI N/A
 C         No
(11) MERITER MANAGEMENT SERVICES INC

202 SOUTH PARK STREET
MADISON,WI53715
39-1458235 		ADMINISTRATIVE SERVICES WI N/A
 C         No
(12) PRECEDENCE INC

4622 PROGRESS DRIVE STE A
DAVENPORT,IA52807
37-1288604 		MANAGED MENTAL CARE IA N/A
 C         No
(13) PRECEDENCE PLUS INC

4622 PROGRESS DRIVE STE A
DAVENPORT,IA52807
36-4140096 		MANAGED MENTAL CARE IA N/A
 C         No
(14) STL HEALTH RESOURCES CO

1026 A AVE NE
CEDAR RAPIDS,IA52402
42-1193499 		PHYSICIAN OFFICE RENTAL IA N/A
 C         No
(15) TRINITY HEALTH ENTERPRISES INC

2701 17TH ST
ROCK ISLAND,IL61201
36-3320141 		RETAIL PHARMACY IL N/A
 C         No
Schedule R (Form 990) 2023
Schedule R (Form 990) 2023
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
 
No
b Gift, grant, or capital contribution to related organization(s) ............................
1b
 
No
c Gift, grant, or capital contribution from related organization(s) ............................
1c
 
No
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
 
No
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
 
No
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................
1n
 
No
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
 
No
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
 
No
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

 L 32,423,061 BASED ON GAAP, CASH, AND/OR FMV.
(2) CENTRAL IOWA HOSPITAL CORPORATION

 L 93,574,884 BASED ON GAAP, CASH, AND/OR FMV.
(3) GRINNELL REGIONAL MEDICAL CENTER

 L 5,191,425 BASED ON GAAP, CASH, AND/OR FMV.
(4) IOWA PHYSICIANS CLINIC MEDICAL FOUNDATION

 L 50,863,876 BASED ON GAAP, CASH, AND/OR FMV.
(5) MEDIMORE INC

 R 1,470,412 BASED ON GAAP, CASH, AND/OR FMV.
(6) MERITER HOSPITAL INC

 L 44,507,058 BASED ON GAAP, CASH, AND/OR FMV.
(7) NORTHWEST IOWA HOSPITAL CORPORATION

 L 20,205,734 BASED ON GAAP, CASH, AND/OR FMV.
(8) SIOUXLAND PACE INC

 L 985,000 BASED ON GAAP, CASH, AND/OR FMV.
(9) ST LUKES METHODIST HOSPITAL

 L 43,837,347 BASED ON GAAP, CASH, AND/OR FMV.
(10) ST LUKESJONES REGIONAL MEDICAL CENTER

 L 4,441,344 BASED ON GAAP, CASH, AND/OR FMV.
(11) THE FINLEY HOSPITAL

 L 12,915,714 BASED ON GAAP, CASH, AND/OR FMV.
(12) TRINITY MEDICAL CENTER

 L 50,960,186 BASED ON GAAP, CASH, AND/OR FMV.
(13) TRINITY REGIONAL MEDICAL CENTER

 L 16,685,667 BASED ON GAAP, CASH, AND/OR FMV.
(14) UNITYPOINT AT HOME

 L 11,378,869 BASED ON GAAP, CASH, AND/OR FMV.
(15) UNITYPOINT HEALTH MARSHALLTOWN

 L 4,810,488 BASED ON GAAP, CASH, AND/OR FMV.
(16) UNITYPOINT HEALTH AT WORK

 L 304,023 BASED ON GAAP, CASH, AND/OR FMV.
Schedule R (Form 990) 2023
Schedule R (Form 990) 2023
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) 2023
Schedule R (Form 990) 2023
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) THIS ENTITY IS PART OF IOWA HEALTH SYSTEM (D/B/A UNITYPOINT HEALTH), THE NATION'S FIFTH LARGEST NON-DENOMINATIONAL HEALTH SYSTEM WITH $4.8B IN OPERATING REVENUE AND 29,000 TEAM MEMBERS. AS AN INTEGRATED HEALTH SYSTEM, UNITYPOINT HEALTH PROVIDES CARE THROUGHOUT IOWA, WESTERN ILLINOIS AND SOUTHERN WISCONSIN IN NOT-FOR-PROFIT HOSPITALS, CLINICS AND OTHER HEALTHCARE FACILITIES. UNITYPOINT HEALTH OPERATES: 17 REGIONAL HOSPITALS; OVER 375 CLINICS; 19 COMMUNITY NETWORK HOSPITALS; 12 HOME CARE AREAS OF SERVICE; FIVE AFFILIATED COMMUNITY MENTAL HEALTH CENTERS; THREE ACCREDITED UNITYPOINT HEALTH COLLEGES; AN ACCOUNTABLE CARE ORGANIZATION; AND HAS INSURANCE PRESENCE ACROSS ALL OF ITS MARKETS.
Schedule R (Form 990) 2023

Additional Data


Software ID:  
Software Version:  






TY 2023 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 400
WEST DES MOINES, IA50266    
EIN:
42-1435199
Electing Organization Checkbox:
Total Grassroots Lobbying:
0
Total Direct Lobbying:
548,068
Total Lobbying Expenditures:
548,068
Other Exempt Purpose Expenditures:
391,547,749
Total Exempt Purpose Expenditures:
392,095,817
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:
ABBE CENTER FOR COMMUNITY MENTAL HEALTH INC
Address. Either US or Foreign Type:
740 N 15TH AVE NO A
HIAWATHA, IA52233    
EIN:
42-1045257
Electing Organization Checkbox:
Total Grassroots Lobbying:
0
Total Direct Lobbying:
0
Total Lobbying Expenditures:
0
Other Exempt Purpose Expenditures:
25,199,848
Total Exempt Purpose Expenditures:
25,199,848
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:
ABBEHEALTH INC
Address. Either US or Foreign Type:
740 N 15TH AVE NO A
HIAWATHA, IA52233    
EIN:
42-1373123
Electing Organization Checkbox:
Total Grassroots Lobbying:
0
Total Direct Lobbying:
0
Total Lobbying Expenditures:
0
Other Exempt Purpose Expenditures:
577,100
Total Exempt Purpose Expenditures:
577,100
Lobbying Nontaxable Amount:
111,565
Grassroots Nontaxable Amount:
27,891
Tot Lobbying Grassroot Minus Non Tx:
0
Tot Lobby Expend Mns Lobbying Non Tx:
0
Share Of Excess Lobbying:
0
Affiliated Group Business Name:
AGING SERVICES INC
Address. Either US or Foreign Type:
740 N 15TH AVE NO A
HIAWATHA, IA52233    
EIN:
23-7085316
Electing Organization Checkbox:
Total Grassroots Lobbying:
0
Total Direct Lobbying:
0
Total Lobbying Expenditures:
0
Other Exempt Purpose Expenditures:
2,305,092
Total Exempt Purpose Expenditures:
2,305,092
Lobbying Nontaxable Amount:
265,255
Grassroots Nontaxable Amount:
66,314
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, IA50703    
EIN:
42-1351526
Electing Organization Checkbox:
Total Grassroots Lobbying:
0
Total Direct Lobbying:
0
Total Lobbying Expenditures:
0
Other Exempt Purpose Expenditures:
9,979,927
Total Exempt Purpose Expenditures:
9,979,927
Lobbying Nontaxable Amount:
648,996
Grassroots Nontaxable Amount:
162,249
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, IA50703    
EIN:
42-1201924
Electing Organization Checkbox:
Total Grassroots Lobbying:
0
Total Direct Lobbying:
0
Total Lobbying Expenditures:
0
Other Exempt Purpose Expenditures:
2,583,885
Total Exempt Purpose Expenditures:
2,583,885
Lobbying Nontaxable Amount:
279,194
Grassroots Nontaxable Amount:
69,799
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, IA50703    
EIN:
42-0698265
Electing Organization Checkbox:
Total Grassroots Lobbying:
0
Total Direct Lobbying:
0
Total Lobbying Expenditures:
0
Other Exempt Purpose Expenditures:
360,274,225
Total Exempt Purpose Expenditures:
360,274,225
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, IA52205    
EIN:
42-1466284
Electing Organization Checkbox:
Total Grassroots Lobbying:
0
Total Direct Lobbying:
0
Total Lobbying Expenditures:
0
Other Exempt Purpose Expenditures:
1,156,751
Total Exempt Purpose Expenditures:
1,156,751
Lobbying Nontaxable Amount:
190,675
Grassroots Nontaxable Amount:
47,669
Tot Lobbying Grassroot Minus Non Tx:
0
Tot Lobby Expend Mns Lobbying Non Tx:
0
Share Of Excess Lobbying:
0
Affiliated Group Business Name:
BLACK HAWK-GRUNDY MENTAL HEALTH CENTER INC
Address. Either US or Foreign Type:
3251 WEST NINTH STREET
WATERLOO, IA50702    
EIN:
42-0733463
Electing Organization Checkbox:
Total Grassroots Lobbying:
0
Total Direct Lobbying:
0
Total Lobbying Expenditures:
0
Other Exempt Purpose Expenditures:
5,780,473
Total Exempt Purpose Expenditures:
5,780,473
Lobbying Nontaxable Amount:
439,024
Grassroots Nontaxable Amount:
109,756
Tot Lobbying Grassroot Minus Non Tx:
0
Tot Lobby Expend Mns Lobbying Non Tx:
0
Share Of Excess Lobbying:
0
Affiliated Group Business Name:
CENTER FOR ALCOHOL AND DRUG SERVICES INC
Address. Either US or Foreign Type:
4869 FOREST GROVE DRIVE
BETTENDORF, IA52722    
EIN:
42-1134273
Electing Organization Checkbox:
Total Grassroots Lobbying:
0
Total Direct Lobbying:
0
Total Lobbying Expenditures:
0
Other Exempt Purpose Expenditures:
4,390,006
Total Exempt Purpose Expenditures:
4,390,006
Lobbying Nontaxable Amount:
369,500
Grassroots Nontaxable Amount:
92,375
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, IA50309    
EIN:
42-1189791
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:
CENTRAL IOWA HOSPITAL CORPORATION
Address. Either US or Foreign Type:
1200 PLEASANT STREET
DES MOINES, IA50309    
EIN:
42-0680452
Electing Organization Checkbox:
Total Grassroots Lobbying:
0
Total Direct Lobbying:
0
Total Lobbying Expenditures:
0
Other Exempt Purpose Expenditures:
1,020,179,762
Total Exempt Purpose Expenditures:
1,020,179,762
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:
EYERLY-BALL COMMUNITY MENTAL HEALTH SERVICES
Address. Either US or Foreign Type:
945 19TH STREET
DES MOINES, IA50314    
EIN:
42-0942273
Electing Organization Checkbox:
Total Grassroots Lobbying:
0
Total Direct Lobbying:
0
Total Lobbying Expenditures:
0
Other Exempt Purpose Expenditures:
11,940,873
Total Exempt Purpose Expenditures:
11,940,873
Lobbying Nontaxable Amount:
747,044
Grassroots Nontaxable Amount:
186,761
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, IA52001    
EIN:
42-1307495
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:
GRINNELL REGIONAL MEDICAL CENTER
Address. Either US or Foreign Type:
210 FOURTH AVENUE
GRINNELL, IA50112    
EIN:
42-0933383
Electing Organization Checkbox:
Total Grassroots Lobbying:
0
Total Direct Lobbying:
0
Total Lobbying Expenditures:
0
Other Exempt Purpose Expenditures:
58,826,672
Total Exempt Purpose Expenditures:
58,826,672
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:
GRINNELL REGIONAL MEDICAL CENTER FOUNDATION
Address. Either US or Foreign Type:
210 FOURTH AVENUE
GRINNELL, IA50112    
EIN:
42-1454737
Electing Organization Checkbox:
Total Grassroots Lobbying:
0
Total Direct Lobbying:
0
Total Lobbying Expenditures:
0
Other Exempt Purpose Expenditures:
327,271
Total Exempt Purpose Expenditures:
327,271
Lobbying Nontaxable Amount:
65,454
Grassroots Nontaxable Amount:
16,364
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 SUITE E-200
DES MOINES, IA50309    
EIN:
42-1467682
Electing Organization Checkbox:
Total Grassroots Lobbying:
0
Total Direct Lobbying:
0
Total Lobbying Expenditures:
0
Other Exempt Purpose Expenditures:
13,001,252
Total Exempt Purpose Expenditures:
13,001,252
Lobbying Nontaxable Amount:
800,063
Grassroots Nontaxable Amount:
200,016
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:
1776 WEST LAKES PKWY 400
WEST DES MOINES, IA50266    
EIN:
42-1411630
Electing Organization Checkbox:
Total Grassroots Lobbying:
0
Total Direct Lobbying:
0
Total Lobbying Expenditures:
0
Other Exempt Purpose Expenditures:
581,864,477
Total Exempt Purpose Expenditures:
581,864,477
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, IA50703    
EIN:
42-1201138
Electing Organization Checkbox:
Total Grassroots Lobbying:
0
Total Direct Lobbying:
0
Total Lobbying Expenditures:
0
Other Exempt Purpose Expenditures:
4,323,660
Total Exempt Purpose Expenditures:
4,323,660
Lobbying Nontaxable Amount:
366,183
Grassroots Nontaxable Amount:
91,546
Tot Lobbying Grassroot Minus Non Tx:
0
Tot Lobby Expend Mns Lobbying Non Tx:
0
Share Of Excess Lobbying:
0
Affiliated Group Business Name:
MERITER FOUNDATION INC
Address. Either US or Foreign Type:
202 SOUTH PARK STREET
MADISON, WI53715    
EIN:
23-7098688
Electing Organization Checkbox:
Total Grassroots Lobbying:
0
Total Direct Lobbying:
0
Total Lobbying Expenditures:
0
Other Exempt Purpose Expenditures:
1,659,100
Total Exempt Purpose Expenditures:
1,659,100
Lobbying Nontaxable Amount:
232,955
Grassroots Nontaxable Amount:
58,239
Tot Lobbying Grassroot Minus Non Tx:
0
Tot Lobby Expend Mns Lobbying Non Tx:
0
Share Of Excess Lobbying:
0
Affiliated Group Business Name:
MERITER HEALTH SERVICES INC
Address. Either US or Foreign Type:
202 SOUTH PARK STREET
MADISON, WI53715    
EIN:
39-1412318
Electing Organization Checkbox:
Total Grassroots Lobbying:
0
Total Direct Lobbying:
0
Total Lobbying Expenditures:
0
Other Exempt Purpose Expenditures:
960,745
Total Exempt Purpose Expenditures:
960,745
Lobbying Nontaxable Amount:
169,112
Grassroots Nontaxable Amount:
42,278
Tot Lobbying Grassroot Minus Non Tx:
0
Tot Lobby Expend Mns Lobbying Non Tx:
0
Share Of Excess Lobbying:
0
Affiliated Group Business Name:
MERITER HOSPITAL INC
Address. Either US or Foreign Type:
202 SOUTH PARK STREET
MADISON, WI53715    
EIN:
39-0806367
Electing Organization Checkbox:
Total Grassroots Lobbying:
0
Total Direct Lobbying:
0
Total Lobbying Expenditures:
0
Other Exempt Purpose Expenditures:
496,314,933
Total Exempt Purpose Expenditures:
496,314,933
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:
NELLIE R SHERWOOD TRUST
Address. Either US or Foreign Type:
1026 A AVENUE NE
CEDAR RAPIDS, IA52402    
EIN:
42-6061621
Electing Organization Checkbox:
Total Grassroots Lobbying:
0
Total Direct Lobbying:
0
Total Lobbying Expenditures:
0
Other Exempt Purpose Expenditures:
6,719
Total Exempt Purpose Expenditures:
6,719
Lobbying Nontaxable Amount:
1,344
Grassroots Nontaxable Amount:
336
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, IA51104    
EIN:
42-1019872
Electing Organization Checkbox:
Total Grassroots Lobbying:
0
Total Direct Lobbying:
0
Total Lobbying Expenditures:
0
Other Exempt Purpose Expenditures:
198,788,124
Total Exempt Purpose Expenditures:
198,788,124
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:
SIOUXLAND PACE INC
Address. Either US or Foreign Type:
313 COOK STREET
SIOUX CITY, IA51103    
EIN:
26-1120134
Electing Organization Checkbox:
Total Grassroots Lobbying:
0
Total Direct Lobbying:
0
Total Lobbying Expenditures:
0
Other Exempt Purpose Expenditures:
22,997,103
Total Exempt Purpose Expenditures:
22,997,103
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'S HEALTH RESOURCES
Address. Either US or Foreign Type:
2720 STONE PARK BLVD
SIOUX CITY, IA51104    
EIN:
42-1059182
Electing Organization Checkbox:
Total Grassroots Lobbying:
0
Total Direct Lobbying:
0
Total Lobbying Expenditures:
0
Other Exempt Purpose Expenditures:
1,769,621
Total Exempt Purpose Expenditures:
1,769,621
Lobbying Nontaxable Amount:
238,481
Grassroots Nontaxable Amount:
59,620
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, IA51104    
EIN:
42-1294091
Electing Organization Checkbox:
Total Grassroots Lobbying:
0
Total Direct Lobbying:
0
Total Lobbying Expenditures:
0
Other Exempt Purpose Expenditures:
1,532,136
Total Exempt Purpose Expenditures:
1,532,136
Lobbying Nontaxable Amount:
226,607
Grassroots Nontaxable Amount:
56,652
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, IA52402    
EIN:
42-1487968
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:
ST LUKE'S METHODIST HOSPITAL
Address. Either US or Foreign Type:
1026 A AVENUE NE
CEDAR RAPIDS, IA52402    
EIN:
42-0504780
Electing Organization Checkbox:
Total Grassroots Lobbying:
0
Total Direct Lobbying:
0
Total Lobbying Expenditures:
0
Other Exempt Purpose Expenditures:
444,893,365
Total Exempt Purpose Expenditures:
444,893,365
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:
1795 HIGHWAY 64 EAST
ANAMOSA, IA52205    
EIN:
42-1487967
Electing Organization Checkbox:
Total Grassroots Lobbying:
0
Total Direct Lobbying:
0
Total Lobbying Expenditures:
0
Other Exempt Purpose Expenditures:
42,475,572
Total Exempt Purpose Expenditures:
42,475,572
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, IA52402    
EIN:
42-1276632
Electing Organization Checkbox:
Total Grassroots Lobbying:
0
Total Direct Lobbying:
0
Total Lobbying Expenditures:
0
Other Exempt Purpose Expenditures:
11,778,496
Total Exempt Purpose Expenditures:
11,778,496
Lobbying Nontaxable Amount:
738,925
Grassroots Nontaxable Amount:
184,731
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, IA52001    
EIN:
42-0680410
Electing Organization Checkbox:
Total Grassroots Lobbying:
0
Total Direct Lobbying:
0
Total Lobbying Expenditures:
0
Other Exempt Purpose Expenditures:
3,470,825
Total Exempt Purpose Expenditures:
3,470,825
Lobbying Nontaxable Amount:
323,541
Grassroots Nontaxable Amount:
80,885
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, IA52001    
EIN:
42-0680354
Electing Organization Checkbox:
Total Grassroots Lobbying:
0
Total Direct Lobbying:
0
Total Lobbying Expenditures:
0
Other Exempt Purpose Expenditures:
1,662,246
Total Exempt Purpose Expenditures:
1,662,246
Lobbying Nontaxable Amount:
233,112
Grassroots Nontaxable Amount:
58,278
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, IL61201    
EIN:
36-3678909
Electing Organization Checkbox:
Total Grassroots Lobbying:
0
Total Direct Lobbying:
54,500
Total Lobbying Expenditures:
54,500
Other Exempt Purpose Expenditures:
33,819,381
Total Exempt Purpose Expenditures:
33,873,881
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:
TRIMARK PHYSICIANS GROUP
Address. Either US or Foreign Type:
802 KENYON ROAD
FORT DODGE, IA50501    
EIN:
45-3791448
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:
TRINITY COLLEGE OF NURSING & HEALTH SCIENCES
Address. Either US or Foreign Type:
2122 25TH AVE
ROCK ISLAND, IL61201    
EIN:
81-0994377
Electing Organization Checkbox:
Total Grassroots Lobbying:
0
Total Direct Lobbying:
0
Total Lobbying Expenditures:
0
Other Exempt Purpose Expenditures:
2,653,698
Total Exempt Purpose Expenditures:
2,653,698
Lobbying Nontaxable Amount:
282,685
Grassroots Nontaxable Amount:
70,671
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, IA50501    
EIN:
42-1222381
Electing Organization Checkbox:
Total Grassroots Lobbying:
0
Total Direct Lobbying:
0
Total Lobbying Expenditures:
0
Other Exempt Purpose Expenditures:
1,662,246
Total Exempt Purpose Expenditures:
1,662,246
Lobbying Nontaxable Amount:
233,112
Grassroots Nontaxable Amount:
58,278
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, IL61201    
EIN:
36-3321751
Electing Organization Checkbox:
Total Grassroots Lobbying:
0
Total Direct Lobbying:
0
Total Lobbying Expenditures:
0
Other Exempt Purpose Expenditures:
1,072,822
Total Exempt Purpose Expenditures:
1,072,822
Lobbying Nontaxable Amount:
182,282
Grassroots Nontaxable Amount:
45,571
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, IA50501    
EIN:
42-1222877
Electing Organization Checkbox:
Total Grassroots Lobbying:
0
Total Direct Lobbying:
0
Total Lobbying Expenditures:
0
Other Exempt Purpose Expenditures:
1,306,485
Total Exempt Purpose Expenditures:
1,306,485
Lobbying Nontaxable Amount:
205,649
Grassroots Nontaxable Amount:
51,412
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, IL61201    
EIN:
36-2739299
Electing Organization Checkbox:
Total Grassroots Lobbying:
0
Total Direct Lobbying:
0
Total Lobbying Expenditures:
0
Other Exempt Purpose Expenditures:
454,442,373
Total Exempt Purpose Expenditures:
454,442,373
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, IL61201    
EIN:
36-3351952
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:
TRINITY REGIONAL MEDICAL CENTER
Address. Either US or Foreign Type:
802 KENYON ROAD
FORT DODGE, IA50501    
EIN:
42-1009175
Electing Organization Checkbox:
Total Grassroots Lobbying:
0
Total Direct Lobbying:
0
Total Lobbying Expenditures:
0
Other Exempt Purpose Expenditures:
169,768,057
Total Exempt Purpose Expenditures:
169,768,057
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, IA52761    
EIN:
42-0680337
Electing Organization Checkbox:
Total Grassroots Lobbying:
0
Total Direct Lobbying:
0
Total Lobbying Expenditures:
0
Other Exempt Purpose Expenditures:
54,942,175
Total Exempt Purpose Expenditures:
54,942,175
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, IA52761    
EIN:
42-1525031
Electing Organization Checkbox:
Total Grassroots Lobbying:
0
Total Direct Lobbying:
0
Total Lobbying Expenditures:
0
Other Exempt Purpose Expenditures:
1,000
Total Exempt Purpose Expenditures:
1,000
Lobbying Nontaxable Amount:
200
Grassroots Nontaxable Amount:
50
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:
1776 WEST LAKES PKWY 400
WEST DES MOINES, IA50266    
EIN:
42-1477471
Electing Organization Checkbox:
Total Grassroots Lobbying:
0
Total Direct Lobbying:
0
Total Lobbying Expenditures:
0
Other Exempt Purpose Expenditures:
230,609,590
Total Exempt Purpose Expenditures:
230,609,590
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:
UNITYPOINT HEALTH - MARSHALLTOWN
Address. Either US or Foreign Type:
1825 LOGAN AVENUE
WATERLOO, IA50703    
EIN:
81-5034179
Electing Organization Checkbox:
Total Grassroots Lobbying:
0
Total Direct Lobbying:
0
Total Lobbying Expenditures:
0
Other Exempt Purpose Expenditures:
70,051,665
Total Exempt Purpose Expenditures:
70,051,665
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:
UNITYPOINT HEALTH - MARSHALLTOWN FOUNDATION
Address. Either US or Foreign Type:
55 UNITYPOINT WAY
MARSHALLTOWN, IA50158    
EIN:
42-1388518
Electing Organization Checkbox:
Total Grassroots Lobbying:
0
Total Direct Lobbying:
0
Total Lobbying Expenditures:
0
Other Exempt Purpose Expenditures:
569,063
Total Exempt Purpose Expenditures:
569,063
Lobbying Nontaxable Amount:
110,359
Grassroots Nontaxable Amount:
27,590
Tot Lobbying Grassroot Minus Non Tx:
0
Tot Lobby Expend Mns Lobbying Non Tx:
0
Share Of Excess Lobbying:
0
Affiliated Group Business Name:
UNITYPOINT HEALTH AT WORK
Address. Either US or Foreign Type:
1776 WEST LAKES PKWY 400
WEST DES MOINES, IA50266    
EIN:
81-0872241
Electing Organization Checkbox:
Total Grassroots Lobbying:
0
Total Direct Lobbying:
0
Total Lobbying Expenditures:
0
Other Exempt Purpose Expenditures:
13,047,153
Total Exempt Purpose Expenditures:
13,047,153
Lobbying Nontaxable Amount:
802,358
Grassroots Nontaxable Amount:
200,590
Tot Lobbying Grassroot Minus Non Tx:
0
Tot Lobby Expend Mns Lobbying Non Tx:
0
Share Of Excess Lobbying:
0