2023-11-14T10:02:59-06:00 2022-12-31 420794029 DENMAN & COMPANY LLP 1601 22ND STREET SUITE 400 WEST DES MOINES IA 502661453 990 2022-01-01 420981889 IOWA HOSPITAL EDUCATION AND RESEARCH FOUNDATION IOWA 5152881955 100 EAST GRAND SUITE 100 DES MOINES IA 50309 CHRIS MITCHELL PRESIDENT 5152881955 2023-11-14 1 CHRIS MITCHELL 999009999 0 STEVE SCHWEIZER P01238619 5152258400 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z CHRIS MITCHELL 100 EAST GRAND SUITE 100 DES MOINES IA 50309 553420 0 X N/A X 1968 IA STUDY, RESEARCH, EDUCATION AND OTHER CHARITABLE ACTIVITIES RELATING TO MEDICAL AND PARAMEDICAL SCIENCES. 15 15 0 0 0 0 2174288 191120 17500 16042 240222 86086 -35741 -41952 2396269 251296 200500 224000 0 0 0 0 0 0 0 62497 57966 262997 281966 2133272 -30670 5618028 4641991 25016 0 5593012 4641991 STUDY, RESEARCH, EDUCATION AND OTHER CHARITABLE ACTIVITIES RELATING TO MEDICAL AND PARAMEDICAL SCIENCES. 0 0 230500 224000 16042 SCHOLARSHIPS- TO HELP HEALTH CARE STUDENTS OBTAIN A DEGREE FOR THE BENEFIT OF IOWA HOSPITALS. GRANTS PAID TO IOWA HOSPITAL EMPLOYEES AND RELATED ENTITIES AS PART OF DISASTER RELIEF FUNDING. 230500 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 47 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 X CHRIS MITCHELL 5152881955 100 EAST GRAND SUITE 100 DES MOINES IA 50309 STEVE SIMONIN CHAIR 1.00 X X 0 0 0 CORY NELSON TREASURER 1.00 X X 0 0 0 JACK DUSENBERY DIRECTOR 1.00 X 0 0 0 BRIAN EVANS DIRECTOR 1.00 X 0 0 0 ANGELA MORTOZA DIRECTOR 1.00 X 0 0 0 MATT SELLS DIRECTOR 1.00 X 0 0 0 STEVE SLESSOR DIRECTOR 1.00 X 0 0 0 JOSEPH SMITH DIRECTOR 1.00 X 0 0 0 KAY TAKES DIRECTOR 1.00 X 0 0 0 MIKE TRACHTA DIRECTOR 1.00 X 0 0 0 DUSTIN WRIGHT DIRECTOR 1.00 X 0 0 0 GLENN ZEVENBERGEN DIRECTOR 1.00 X 0 0 0 JENNIFER HARBISON DIRECTOR 1.00 X 0 0 0 DEBORAH HERZBERG DIRECTOR 1.00 X 0 0 0 JORDAN VOIGT DIRECTOR 1.00 X 0 0 0 MICHELLE NIERMANN DIRECTOR 1.00 X 0 0 0 CHRIS MITCHELL PRESIDENT 1.00 X 0 715000 69722 0 715000 69722 0 0 1 0 0 128675 62445 191120 SCHOLARSHIPS REPAID 900099 16042 16042 16042 98402 98402 247856 260172 -12316 -12316 -12316 0 128675 41952 -41952 -41952 251296 16042 0 44134 20000 20000 204000 204000 4500 4500 14709 14709 1600 1600 25444 25444 5213 5213 SCHOLARSHIP PROGRAM EXP 6500 6500 281966 230500 51466 0 152938 39331 5444390 4595417 20700 7243 2088 2088 0 0 5618028 4641991 2016 23000 25016 0 X 730038 -155693 4862974 4797684 5593012 4641991 5618028 4641991 -30670 -920351 0 X X 0 1 X 1 0 X X 1 HOSPITALS 000000000 3 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 SCHEDULE A, PART IV, LINE 1 THE FOUNDATION'S SUPPORTED ORGANIZATIONS ARE LICENSED HOSPITALS IN THE STATE OF IOWA. THIS IS DESCRIBED IN THE FOUNDATION'S ARTICLES OF INCORPORATION. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2088 2088 0 0 X -657853 -920351 41952 -878399 220546 14709 16042 30751 251297 293168 41952 41952 251216 14709 16042 30751 281967 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FOUNDATION AND RECOGNIZE A TAX LIABILITY OR ASSET FOR AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. MANAGEMENT HAS EVALUATED THEIR MATERIAL TAX POSITIONS AND DETERMINED THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR ASSET OR DISCLOSURES IN THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 41,952. PART XI, LINE 4B - OTHER ADJUSTMENTS: RECOVERIES OF PRIOR YEAR SCHOLARSHIPS 16,042. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 41,952. PART XII, LINE 4B - OTHER ADJUSTMENTS: RECOVERIES OF PRIOR YEAR SCHOLARSHIPS 16,042. GOLF EVENT 128675 128675 36750 5202 128675 128675 36750 5202 41952 -41952 1 MADISON COUNTY HOSPITAL 300 W HUTCHINGS ST WINTERSET IA 50273 421370108 20000 0 TWO EMPLOYEES HAD TORNADO DAMAGE TO THEIR HOMES 1 1 SCHOLARSHIPS TO HELP HEALTH CARE STUDENTS OBTAIN A DEGREE FOR THE BENEFIT OF IOWA HOSPITALS. 59 204000 CASH VALUE PART I, LINE 2: THE BOARD OF DIRECTORS AND MANAGEMENT REVIEW AND APPROVE ALL GRANT FUNDS. SCHEDULE I, PAGE 2 SCHOLARSHIPS- COMMITTEES HAVE BEEN ESTABLISHED IN VARIOUS HOSPITAL DISTRICTS IN THE STATE OF IOWA. EACH COMMITTEE HAS A REPRESENTATIVE FROM THE FOUNDATION'S BOARD OF DIRECTORS. APPLICATIONS FROM INDIVIDUALS ARE SUBMITTED TO THE FOUNDATION AND SCHOLARSHIPS ARE AWARDED BASED ON EACH COMMITTEE'S REVIEW OF THE APPLICATIONS. THE FOUNDATION MAKES SCHOLARSHIPS AVAILABLE TO ALL STUDENTS IN IOWA INTERESTED IN A CAREER IN HEALTH CARE. EACH SCHOLARSHIP HAS A PROVISION FOR REPAYMENT OR COMPLETION OF SERVICE OBLIGATION, AT WHICH TIME TAXABLE INCOME IS REPORTED TO THE RECIPIENT. 0 0 0 0 0 0 0 0 0 CHRIS MITCHELL PRESIDENT 0 650000 0 65000 0 0 0 61500 0 8222 0 784722 0 0 FORM 990, PART VI, SECTION A, LINE 3 MANAGEMENT FUNCTIONS ARE PERFORMED BY THE IOWA HOSPITAL ASSOCIATION. THE PRESIDENT OF THE IOWA HOSPITAL ASSOCIATION SERVES ON THE BOARD OF IHERF. FORM 990, PART VI, SECTION A, LINE 6 THE MEMBERSHIP OF THE FOUNDATION ARE THE SAME PERSONS THAT COMPRISE THE BOARD OF OFFICERS AND TRUSTEES OF THE IOWA HOSPITAL ASSOCIATION AND THE PRESIDENT OF THE IOWA HOSPITAL ASSOCIATION. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS CAN APPROVE FOUNDATION BOARD MEMBERS. FORM 990, PART VI, SECTION A, LINE 7B THE IOWA HOSPITAL ASSOCIATION ACTS AS AN OVERARCHING GOVERNING AUTHORITY FOR IHERF. FORM 990, PART VI, SECTION B, LINE 11B EACH BOARD MEMBER WILL RECEIVE A COPY OF THE FORM 990 FOR THEIR REVIEW IN ADVANCE OF ITS SUBMISSION TO THE IRS. MANAGEMENT REVIEWS THE FORM IN DETAIL BEFORE SENDING TO THE BOARD FOR THEIR REVIEW. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS REVIEWED AND A NEW DISCLOSURE FORM IS COMPLETED BY EACH BOARD MEMBER ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: NO CHANGES FROM PRIOR YEAR. IOWA HOSPITAL ASSOCIATION 100 EAST GRAND 100 DES MOINES IA 50309 420706508 REPRESENTS IOWA HOSPITALS AND SUPPORTS THEM IN ACHEIVING THEIR MISSION. IA 501(C)(6) N/A N/A 0 SERVI-SHARE OF IOWA INC 100 EAST GRAND 100 DES MOINES IA 50309 421149766 DEVELOP, SPONSOR AND PROVIDE SHARED SERVICES TO HOSPITALS IA N/A C 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 (OTHER AMOUNTS ARE UNDER THE THRESHOLD E REQUIRED TO BE REPORTED)