2024-11-14T13:45:48-06:00 2023-12-31 990 2023-01-01 362739299 TRINITY MEDICAL CENTER TRIN 3097792200 2701 17TH ST ROCK ISLAND IL 61201 DAVID DELLITT MARKET CFO 3097792954 2024-11-13 0 2023 2024-10-15 13:58:12Z SHAWN MORROW 2701 17TH ST ROCK ISLAND IL 61201 486117029 0 X WWW.UNITYPOINT.ORG (SEE SCH O) X 1969 IL IMPROVE THE HEALTH OF THE PEOPLE AND COMMUNITIES WE SERVE. 11 7 2712 233 58062 3423 7344863 5329944 407316835 430556202 23133099 1107105 4680529 -70213 442475326 436923038 31843984 32945452 0 0 214157628 196556653 0 0 0 224182699 238343699 470184311 467845804 -27708985 -30922766 487718585 454734098 263840075 250022674 223878510 204711424 X THE MISSION OF TRINITY MEDICAL CENTER IS TO IMPROVE THE HEALTH OF THE PEOPLE AND COMMUNITIES WE SERVE. 0 0 427855092 20390280 430636883 HEALTH-CARE SERVICESTRINITY MEDICAL CENTER IS AN IMPORTANT ELEMENT OF THE HEALTH-CARE DELIVERY SYSTEM THAT THE QUAD CITIES COMMUNITIES RELY ON EVERY DAY. IT IS COMMITTED TO PROVIDING QUALITY HEALTH CARE AND TO USING ITS RESOURCES TO THE GREATEST COMMUNITY BENEFIT. TRINITY MEDICAL CENTER PROVIDES INPATIENT AND OUTPATIENT MEDICAL SERVICES TO TREAT INDIVIDUALS WITH DISEASES, ILLNESS AND INJURIES WITH VARYING COMPLEXITIES. IT PROVIDES SERVICES TO IMPROVE THE HEALTH OF PATIENTS AND TO BETTER THEIR QUALITY OF LIFE. ALL SERVICES ARE PROVIDED REGARDLESS OF AN INDIVIDUAL'S RACE, CREED, SEX, NATIONALITY, HANDICAP, AGE OR ABILITY TO COMPENSATE FOR SERVICES RENDERED. THESE INCLUDE, BUT ARE NOT LIMITED TO, GENERAL ACUTE CARE, SURGERIES, INTENSIVE CARE AND CRITICAL CARE, CARDIOLOGY, ONCOLOGY, REHABILITATION, SKILLED NURSING, MATERNAL/CHILD CARE, LABORATORY, PHARMACEUTICAL DRUGS, EMERGENCY SERVICES, OUTPATIENT CLINICS, AND RADIOLOGY. SOME OF THE SERVICES PROVIDED DO NOT GENERATE ENOUGH INCOME TO OFFSET THEIR COST. IN THE FISCAL PERIOD ENDED DECEMBER 31, 2023, TRINITY MEDICAL CENTER ADMITTED 14,398 PATIENTS RESULTING IN A TOTAL OF 61,852 PATIENT DAYS. OUTPATIENT VISITS TOTALED 330,301 AND TOTAL OUTPATIENT SURGERY REGISTRATIONS FOR THE SAME PERIOD WERE 8,599. THERE WERE ALSO 74,036 EMERGENCY ROOM VISITS AND 1,784 BABIES DELIVERED. 26587281 12555172 0 COMMUNITY BENEFIT, INCLUDING CHARITY CARECHARITY CARE AND MEANS-TESTED PROGRAMS: TRINITY MEDICAL CENTER PROVIDES CHARITY CARE AND OTHER MEANS-TESTED PROGRAMS WITH THE GOAL TO IMPROVE THE COMMUNITY'S OVERALL HEALTH AND ACCESS TO CARE. THIS INCLUDES HEALTH-CARE SERVICES REGARDLESS OF THE PATIENT'S INSURANCE COVERAGE OR FINANCIAL STATUS. CHARITY CARE AND PARTIAL TO FULL FINANCIAL ASSISTANCE IS PROVIDED TO PATIENTS ON A CASE-BY-CASE BASIS. CHARITY CARE WAS MADE AVAILABLE AT A VALUE OF $2,755,961 IN 2023. OFTENTIMES, TRINITY MEDICAL CENTER RECEIVES PAYMENTS FROM PAYORS OR PATIENTS THAT ARE LESS THAN IT CHARGES FOR SERVICES. TRINITY MEDICAL CENTER PARTICIPATES IN MEDICAID AND OTHER GOVERNMENT-SPONSORED HEALTH-CARE PROGRAMS. TRINITY MEDICAL CENTER'S NET COST OF PROVIDING CARE FOR WHICH IT RECEIVES PAYMENT BELOW ITS COST IS $10,229,857 FOR 2023. TOTAL CHARITY CARE AND MEANS-TESTED PROGRAMS REPORTED VALUE: $12,985,818.OTHER BENEFITS: TRINITY MEDICAL CENTER 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; CONTINUING EDUCATION FOR HEALTH PROFESSIONALS; SUBSIDIZED HEALTH SERVICES; RESEARCH; AND CASH AND IN-KIND CONTRIBUTIONS TO COMMUNITY GROUPS. TRINITY MEDICAL CENTER COLLABORATES WITH OTHER HOSPITALS, CHURCHES, SCHOOLS, CHAMBERS OF COMMERCE AND DAYCARE CENTERS TO IMPROVE COMMUNITY HEALTH AND EXPAND ACCESS TO HEALTH CARE. TRINITY MEDICAL CENTER HAS DEDICATED STAFF TO ASSIST COMMUNITY BENEFIT EFFORTS. TOTAL OTHER BENEFITS REPORTED VALUE: $13,601,463. 454442373 1 1 0 0 0 0 0 0 0 1 1 0 1 0 1 1 0 1 0 0 0 0 0 0 0 0 1 1 1 1 1 0 0 0 0 0 0 1 0 0 0 0 0 0 1 1 0 0 0 1 X 0 0 1 2712 1 1 1 0 0 0 0 0 0 0 0 0 1 0 X 11 7 0 0 1 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 1 1 IL X DAVID DELLITT MARKET CFO 3097792200 2701 17TH ST ROCK ISLAND IL 61201 GREGORIO AGUILAR BOARD MEMBER 1.00 1.00 X 0 0 0 STEVE ARVANITIS MD BOARD MEMBER 1.00 40.00 X 0 627581 20402 COSTAS CONSTANTINOU BOARD MEMBER 1.00 40.00 X 0 935339 41564 NATHAN DURICK MD BOARD MEMBER 1.00 1.00 X 0 0 0 ROBERT ERICKSON TO 823 BOARD MEMBER/PRESIDENT/CEO 40.00 1.00 X X 1395743 0 46747 DEBBIE FREIBURG BOARD MEMBER 1.00 1.00 X 0 0 0 AMY MAXEINER PHD BOARD MEMBER 1.00 1.00 X 0 0 0 LISA MCCRAW BOARD MEMBER 1.00 1.00 X 0 0 0 SHAWN MORROW FR 1023 BOARD MEMBER/MARKET PRES 40.00 1.00 X X 137609 0 17955 HEIDI PARKHURST BOARD MEMBER 1.00 1.00 X 0 0 0 DANIEL STEIN BOARD MEMBER 1.00 1.00 X 0 0 0 DANA WILKINSON BOARD CHAIR 1.00 1.00 X X 0 0 0 KATHERINE MARCHIK SR VP FINANCE/CFO 40.00 1.00 X 429153 0 101132 JANE DENTEN CHIEF NURSING OFFICER 40.00 1.00 X 298221 0 11904 DENNIS DUKE PRESIDENT RYC 1.00 40.00 X 284211 0 46947 SHAWN KEEVEN MD EMERGENCY PHYSICIAN 40.00 0.00 X 0 591677 43756 KEVIN KURTH MD MEDICAL DIRECTOR-ER/TRAUMA 40.00 1.00 X 562166 0 43570 TOYOSI OLUTADE MD CHIEF MEDICAL OFFICER 40.00 1.00 X 809464 25334 42798 KATHERINE PEARSON SR VP/CHIEF STRATEGY OFFICER 40.00 1.00 X 391725 0 82606 BARBARA WEBER CHIEF OPERATING OFFICER 40.00 1.00 X 463786 0 51701 MATTHEW HANSON MD EMERGENCY PHYSICIAN 40.00 0.00 X 598327 0 29065 WILLIAM ROGERS III MD EMERGENCY PHYSICIAN 40.00 0.00 X 601136 0 43403 ZACHARY RASMUSSEN MD EMERGENCY PHYSICIAN 40.00 0.00 X 631210 0 42049 ELIZABETH SCHUPP MD PULMOLOGIST 40.00 0.00 X 616646 0 17819 RHONDA SOWARDS MD EMERGENCY PHYSICIAN 40.00 0.00 X 751418 0 41797 RICHARD SEIDLER TO 519 FORMER BD MEMBER/PRESIDENT/CEO 0.00 0.00 X 369890 0 0 JOHN SHEEHAN TO 919 FORMER BD MEMBER/INTERIM PRES/CEO 0.00 0.00 X 0 489785 4437 MATTHEW BEHRENS TO 919 REG VP/CLINIC OPS 0.00 40.00 X 0 288898 24405 8340705 2958614 754057 220 1 1 0 AMN HEALTHCARE 8840 CYPRESS WATERS BLVD SUITE 300 DALLAS TX 75019 HEALTHCARE STAFFING 11902506 CLINICAL COLLEAGUES INC 1765 E NINE MILES ROAD SUITE 1-229 PENSACOLA FL 32514 MEDICAL SERVICES 11129335 AMERICAN HEALTHCARE STAFFING ASSOCIATION 226 E SIXTEENTH ST SUITE A TRAVERSE CITY MI 49684 HEALTHCARE STAFFING 6793644 AYA LOCUMS LLC 5930 CORNERSTONE CT W SUITE 300 SAN DIEGO CA 92121 HEALTHCARE STAFFING 6420408 FAMILY RESOURCS INC 1414 W LOMARD ST DAVENPORT IA 52806 SOCIAL SERVICES 2508033 99 1932946 3396998 5329944 NET PATIENT REVENUE 900099 427801594 427801594 RENTAL INCOME 531390 2317788 2317788 LABORATORY SERVICES 621500 736064 736064 MGMT & SUPPORT SVCS 561000 488403 430341 58062 PUBLIC HEALTH PROGRAMS 900099 2300 2300 -789947 -789947 430556202 4026637 22500 4004137 45398348 204082 48491097 30865 -3092749 173217 -2919532 -2919532 484466 672029 -187563 -187563 MISCELLANEOUS 900099 980926 980926 CAFETERIA/FOOD SVCS 722210 59169 59169 SHARED SAVINGS REVENUE 900099 -922745 -922745 117350 436923038 430578821 58062 956211 32896076 32896076 49376 49376 5181118 5181118 481090 481090 163943885 159664931 4278954 5114092 4980614 133478 13528441 13175347 353094 8308027 8091187 216840 1388723 1388723 221430 221430 908148 361427 546721 40749505 39922378 827127 9979 1544 8435 1043642 579692 463950 1131150 1131150 10287455 10133267 154188 316892 295871 21021 24997 20109 4888 9106432 9106432 13857529 13404163 453366 2336551 2336551 MEDICAL SUPPLIES 94722357 94715449 6908 MISCELLANEOUS EXPENSE 62240006 62192558 47448 INCOME TAXES 4066 691 3375 BAD DEBT EXPENSE -5163 -5163 467845804 454442373 13403431 0 615390 1719334 167977 20559 53919541 51991584 21694645 28910732 9828104 9615231 2278223 2086325 463813837 310634914 161973962 153178923 181359977 153403525 43152493 42330006 2 12728271 11477879 487718585 454734098 34555241 31053778 -66440 291466 952499 538399 14047665 1 214351110 218139030 263840075 250022674 X 216599166 196386893 7279344 8324531 223878510 204711424 487718585 454734098 X -30922766 12340285 -584605 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 129567137 1610158 564971 130612324 130715920 1459189 2607972 129567137 129528319 1687841 500240 130715920 128910944 1376261 758886 129528319 127383874 3153674 1626604 128910944 0.93627 0.01508 0.04866 0 1 1 6887534 6887534 309331526 197734059 111597467 10823107 8927081 1896026 128334613 101319581 27015032 8437057 2654193 5782864 153178923 BENEFICIAL INTEREST IN TRINITY HEALTH FOUNDATION 8143872 F QUAD CITY AMBULATORY SURGERY CENTER 3963018 F ADVANCED IMAGING CENTER 1927800 F UPHT-SCA HOLDINGS, LLC 17977500 F METRO MRI 656755 F BENEFICIAL INTEREST IN THE ROBERT YOUNG CENTER FOR COMMUNITY MENTAL HEALTH 2152771 F QUAD CITIES REHABILITATION INSTITUTE 7508290 F 42330006 DUE TO AFFILIATES 7340108 ASBESTOS REMOVAL LIABILITY 2136042 SELF-INSURANCE RESERVE 17425906 LONG-TERM RETENTION INCENTIVES 7166859 HEALTH AND WELFARE BENEFITS RESERVE 2333355 IOWA HEALTH SYSTEM NOTE PAYABLE 179021557 CONTINGENCIES LIABILITY 1694000 OPERATING LEASE LIABILITY 1021203 218139030 X 483372000 12340285 37283988 49624273 433747727 546721 2628590 3175311 436923038 470989000 37283988 37283988 433705012 546721 33594071 34140792 467845804 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: COST OF GOODS SOLD 672,029. SUBSIDIARY ELIMINATING ENTRIES (THE ROBERT YOUNG CTR FOR COMM MENTAL HEALTH) 36,611,959. PART XI, LINE 4B - OTHER ADJUSTMENTS: REVENUES IN NET ASSETS WITHOUT DONOR RESTRICTIONS 2,628,395. ROUNDING 195. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 672,029. SUBSIDIARY ELIMINATING ENTRIES (THE ROBERT YOUNG CTR FOR COMM MENTAL HEALTH) 36,611,959. PART XII, LINE 4B - OTHER ADJUSTMENTS: EXPENSES IN NET ASSETS WITHOUT DONOR RESTRICTIONS 33,593,584. ROUNDING 487. 1 1 X 1 X 1 X 600.000000000000 1 1 0 1 1 2755961 2755961 0.00590 94501732 84271875 10229857 0.02190 97257693 84271875 12985818 0.02780 432881 432881 0.00090 506369 506369 0.00110 107041 107041 0.00020 20895055 8339883 12555172 0.02680 21941346 8339883 13601463 0.02900 119199039 92611758 26587281 0.05680 300463 300463 0.00060 300463 300463 0.00060 0 3942192 0 71997263 78542954 -6545691 X 1 1 1 ADVANCED IMAGING CENTER LLC DIAGNOSTIC RADIOLOGY CENTER 0.51000 0.49000 3 1 TRINITY MEDICAL CENTER - ROCK ISLAND 2701 17TH ST ROCK ISLAND IL 61201 WWW.UNITYPOINT.ORG/QUADCITIES/TRINITY- 2132866 X X X A 2 TRINITY MEDICAL CENTER - MOLINE 500 JOHN DEERE RD MOLINE IL 61265 WWW.UNITYPOINT.ORG/QUADCITIES/TRINITY- 2150794 X X X A 3 TRINITY MEDICAL CENTER - BETTENDORF 4500 UTICA RIDGE RD BETTENDORF IA 52722 WWW.UNITYPOINT.ORG/QUADCITIES/TRINITY- 820042H X X X A FACILITY REPORTING GROUP - A 0 0 1 X X X X X X X X X 21 1 1 1 1 X SEE PART V, PAGE 8 X WWW.QUADCITIES.HEALTHFORECAST.NET X 1 21 1 SEE PART V, PAGE 8 0 1 X 200.000000000000 600.000000000000 X X X X X X 1 1 X X X X 1 X SEE PART V, PAGE 8 X SEE PART V, PAGE 8 X SEE PART V, PAGE 8 X X X X X X 1 X 0 X X X X 1 X 0 0 PART V, SECTION B FACILITY REPORTING GROUP A FACILITY REPORTING GROUP A CONSISTS OF: - FACILITY 1: TRINITY MEDICAL CENTER - ROCK ISLAND, - FACILITY 2: TRINITY MEDICAL CENTER - MOLINE, - FACILITY 3: TRINITY MEDICAL CENTER - BETTENDORF GROUP A-FACILITY 1 -- TRINITY MEDICAL CENTER - ROCK ISLAND PART V, SECTION B, LINE 5: THIS ASSESSMENT INCORPORATES DATA FROM MULTIPLE SOURCES, INCLUDING PRIMARY RESEARCH (THROUGH THE PRC COMMUNITY HEALTH SURVEY), AS WELL AS SECONDARY RESEARCH (VITAL STATISTICS AND OTHER EXISTING HEALTH-RELATED DATA). IT ALSO ALLOWS FOR TRENDING AND COMPARISON TO BENCHMARK DATA AT THE STATE AND NATIONAL LEVELS. SELECT OPERATIONS DATA FROM LOCAL PROVIDERS ALSO WERE SUMMARIZED. QUALITATIVE DATA ON COMMUNITY HEALTH CONCERNS WAS ALSO COLLECTED AND ANALYZED FROM OUR BI-STATE STEERING COMMITTEE, STAKEHOLDERS, AND THROUGH 21 FOCUS GROUPS REACHING 147 INDIVIDUALS FROM 12 SUB-POPULATIONS. GROUP A-FACILITY 1 -- TRINITY MEDICAL CENTER - ROCK ISLAND PART V, SECTION B, LINE 6A: GENESIS HEALTH SYSTEM AND UNITYPOINT HEALTH - TRINIITY MUSCATINE (UNITY HEALTHCARE) GROUP A-FACILITY 1 -- TRINITY MEDICAL CENTER - ROCK ISLAND PART V, SECTION B, LINE 6B: COMMUNITY HEALTH CARE, QUAD CITY HEALTH INITIATIVE, MUSCATINE COUNTY PUBLIC HEALTH DEPARTMENT, ROCK ISLAND COUNTY HEALTH DEPARTMENT, SCOTT COUNTY PUBLIC HEALTH DEPARTMENT GROUP A-FACILITY 1 -- TRINITY MEDICAL CENTER - ROCK ISLAND PART V, SECTION B, LINE 11: THE MOST RECENT ASSESSMENT WAS CONDUCTED IN 2021. BASED ON THE ASSESSMENT, UNITYPOINT HEALTH-TRINITY MEDICAL CENTER IN THE QUAD CITIES DEVELOPED A COMMUNITY HEALTH IMPROVEMENT PLAN FOR 2022-2024 FOCUSED ON KEY AREAS IDENTIFIED THAT GUIDED THE COMMUNITY WORK OVER THE LAST THREE YEARS. THOSE AREAS INCLUDED HEALTHY LIFESTYLES, CANCER, MENTAL HEALTH AND ACCESS TO HEALTHCARE. LEADERS CONTINUE TO PROVIDE FEEDBACK ON WHAT NEEDS TO BE ADDRESSED AND ACCOMPLISHED BASED ON THE IDENTIFIED NEEDS AS WELL AS ANY NEW NEEDS THAT MAY ARISE. GROUP A-FACILITY 1 -- TRINITY MEDICAL CENTER - ROCK ISLAND PART V, SECTION B, LINE 13H: PATIENTS WHO QUALIFY AND ARE RECEIVING BENEFITS FROM THE FOLLOWING PROGRAMS MAY BE PRESUMED ELIGIBLE FOR 100% FINANCIAL ASSISTANCE: THE U.S. DEPARTMENT OF AGRICULTURE FOOD AND NUTRITION SERVICE FOOD STAMP PROGRAM; WOMEN, INFANTS & CHILDREN (WIC); AND VARIOUS COUNTY AND STATE RELIEF PROGRAMS. THIRD PARTY AGENCIES ARE USED TO ASSIST WITH COLLECTIONS AND, IF THOSE AGENCIES PROVIDE A STATEMENT REGARDING A PATIENT'S LIKELY INCOME LEVEL, THAT INFORMATION IS USED IN DETERMINING THE ELIGIBILITY STATUS AND THE LEVEL OF DISCOUNT AVAILABLE. STATE LAW REQUIREMENTS THAT OFFER ADDITIONAL AND/OR MORE STRINGENT ELIGIBILITY REQUIREMENTS WILL BE FOLLOWED FOR THOSE STATES. GROUP A-FACILITY 2 -- TRINITY MEDICAL CENTER - MOLINE PART V, SECTION B, LINE 5: THIS ASSESSMENT INCORPORATES DATA FROM MULTIPLE SOURCES, INCLUDING PRIMARY RESEARCH (THROUGH THE PRC COMMUNITY HEALTH SURVEY), AS WELL AS SECONDARY RESEARCH (VITAL STATISTICS AND OTHER EXISTING HEALTH-RELATED DATA). IT ALSO ALLOWS FOR TRENDING AND COMPARISON TO BENCHMARK DATA AT THE STATE AND NATIONAL LEVELS. SELECT OPERATIONS DATA FROM LOCAL PROVIDERS ALSO WERE SUMMARIZED. QUALITATIVE DATA ON COMMUNITY HEALTH CONCERNS WAS ALSO COLLECTED AND ANALYZED FROM OUR BI-STATE STEERING COMMITTEE, STAKEHOLDERS, AND THROUGH 21 FOCUS GROUPS REACHING 147 INDIVIDUALS FROM 12 SUB-POPULATIONS. GROUP A-FACILITY 2 -- TRINITY MEDICAL CENTER - MOLINE PART V, SECTION B, LINE 6A: GENESIS HEALTH SYSTEM AND UNITYPOINT HEALTH - TRINIITY MUSCATINE (UNITY HEALTHCARE) GROUP A-FACILITY 2 -- TRINITY MEDICAL CENTER - MOLINE PART V, SECTION B, LINE 6B: COMMUNITY HEALTH CARE, QUAD CITY HEALTH INITIATIVE, MUSCATINE COUNTY PUBLIC HEALTH DEPARTMENT, ROCK ISLAND COUNTY HEALTH DEPARTMENT, SCOTT COUNTY PUBLIC HEALTH DEPARTMENT GROUP A-FACILITY 2 -- TRINITY MEDICAL CENTER - MOLINE PART V, SECTION B, LINE 11: THE MOST RECENT ASSESSMENT WAS CONDUCTED IN 2021. BASED ON THE ASSESSMENT, UNITYPOINT HEALTH-TRINITY MEDICAL CENTER IN THE QUAD CITIES DEVELOPED A COMMUNITY HEALTH IMPROVEMENT PLAN FOR 2022-2024 FOCUSED ON KEY AREAS IDENTIFIED THAT GUIDED THE COMMUNITY WORK OVER THE LAST THREE YEARS. THOSE AREAS INCLUDED HEALTHY LIFESTYLES, CANCER, MENTAL HEALTH AND ACCESS TO HEALTHCARE. LEADERS CONTINUE TO PROVIDE FEEDBACK ON WHAT NEEDS TO BE ADDRESSED AND ACCOMPLISHED BASED ON THE IDENTIFIED NEEDS AS WELL AS ANY NEW NEEDS THAT MAY ARISE. GROUP A-FACILITY 2 -- TRINITY MEDICAL CENTER - MOLINE PART V, SECTION B, LINE 13H: PATIENTS WHO QUALIFY AND ARE RECEIVING BENEFITS FROM THE FOLLOWING PROGRAMS MAY BE PRESUMED ELIGIBLE FOR 100% FINANCIAL ASSISTANCE: THE U.S. DEPARTMENT OF AGRICULTURE FOOD AND NUTRITION SERVICE FOOD STAMP PROGRAM; WOMEN, INFANTS & CHILDREN (WIC); AND VARIOUS COUNTY AND STATE RELIEF PROGRAMS. THIRD PARTY AGENCIES ARE USED TO ASSIST WITH COLLECTIONS AND, IF THOSE AGENCIES PROVIDE A STATEMENT REGARDING A PATIENT'S LIKELY INCOME LEVEL, THAT INFORMATION IS USED IN DETERMINING THE ELIGIBILITY STATUS AND THE LEVEL OF DISCOUNT AVAILABLE. STATE LAW REQUIREMENTS THAT OFFER ADDITIONAL AND/OR MORE STRINGENT ELIGIBILITY REQUIREMENTS WILL BE FOLLOWED FOR THOSE STATES. GROUP A-FACILITY 3 -- TRINITY MEDICAL CENTER - BETTENDORF PART V, SECTION B, LINE 5: THIS ASSESSMENT INCORPORATES DATA FROM MULTIPLE SOURCES, INCLUDING PRIMARY RESEARCH (THROUGH THE PRC COMMUNITY HEALTH SURVEY), AS WELL AS SECONDARY RESEARCH (VITAL STATISTICS AND OTHER EXISTING HEALTH-RELATED DATA). IT ALSO ALLOWS FOR TRENDING AND COMPARISON TO BENCHMARK DATA AT THE STATE AND NATIONAL LEVELS. SELECT OPERATIONS DATA FROM LOCAL PROVIDERS ALSO WERE SUMMARIZED. QUALITATIVE DATA ON COMMUNITY HEALTH CONCERNS WAS ALSO COLLECTED AND ANALYZED FROM OUR BI-STATE STEERING COMMITTEE, STAKEHOLDERS, AND THROUGH 21 FOCUS GROUPS REACHING 147 INDIVIDUALS FROM 12 SUB-POPULATIONS. GROUP A-FACILITY 3 -- TRINITY MEDICAL CENTER - BETTENDORF PART V, SECTION B, LINE 6A: GENESIS HEALTH SYSTEM AND UNITYPOINT HEALTH - TRINIITY MUSCATINE (UNITY HEALTHCARE) GROUP A-FACILITY 3 -- TRINITY MEDICAL CENTER - BETTENDORF PART V, SECTION B, LINE 6B: COMMUNITY HEALTH CARE, QUAD CITY HEALTH INITIATIVE, MUSCATINE COUNTY PUBLIC HEALTH DEPARTMENT, ROCK ISLAND COUNTY HEALTH DEPARTMENT, SCOTT COUNTY PUBLIC HEALTH DEPARTMENT GROUP A-FACILITY 3 -- TRINITY MEDICAL CENTER - BETTENDORF PART V, SECTION B, LINE 11: THE MOST RECENT ASSESSMENT WAS CONDUCTED IN 2021. BASED ON THE ASSESSMENT, UNITYPOINT HEALTH-TRINITY MEDICAL CENTER IN THE QUAD CITIES DEVELOPED A COMMUNITY HEALTH IMPROVEMENT PLAN FOR 2022-2024 FOCUSED ON KEY AREAS IDENTIFIED THAT GUIDED THE COMMUNITY WORK OVER THE LAST THREE YEARS. THOSE AREAS INCLUDED HEALTHY LIFESTYLES, CANCER, MENTAL HEALTH AND ACCESS TO HEALTHCARE. LEADERS CONTINUE TO PROVIDE FEEDBACK ON WHAT NEEDS TO BE ADDRESSED AND ACCOMPLISHED BASED ON THE IDENTIFIED NEEDS AS WELL AS ANY NEW NEEDS THAT MAY ARISE. GROUP A-FACILITY 3 -- TRINITY MEDICAL CENTER - BETTENDORF PART V, SECTION B, LINE 13H: PATIENTS WHO QUALIFY AND ARE RECEIVING BENEFITS FROM THE FOLLOWING PROGRAMS MAY BE PRESUMED ELIGIBLE FOR 100% FINANCIAL ASSISTANCE: THE U.S. DEPARTMENT OF AGRICULTURE FOOD AND NUTRITION SERVICE FOOD STAMP PROGRAM; WOMEN, INFANTS & CHILDREN (WIC); AND VARIOUS COUNTY AND STATE RELIEF PROGRAMS. THIRD PARTY AGENCIES ARE USED TO ASSIST WITH COLLECTIONS AND, IF THOSE AGENCIES PROVIDE A STATEMENT REGARDING A PATIENT'S LIKELY INCOME LEVEL, THAT INFORMATION IS USED IN DETERMINING THE ELIGIBILITY STATUS AND THE LEVEL OF DISCOUNT AVAILABLE. STATE LAW REQUIREMENTS THAT OFFER ADDITIONAL AND/OR MORE STRINGENT ELIGIBILITY REQUIREMENTS WILL BE FOLLOWED FOR THOSE STATES. FACILITY REPORTING GROUP A - PART V, LINE 7A, CHNA REPORT: THE CHNA REPORT WAS WIDELY AVAILABLE ON A WEBSITE (LIST URL):WWW.UNITYPOINT.ORG/ABOUT-UNITYPOINT-HEALTH/COMMUNITY-BENEFITS/COMMUNITY-HEALTH-NEEDS-ASSESSMENTS FACILITY REPORTING GROUP A - PART V, LINE 10A, IMPLEMENTATION STRATEGY: THE MOST RECENTLY ADOPTED IMPLEMENTATION STRATEGY WAS WIDELY AVAILABLE ON A WEBSITE (LIST URL):WWW.UNITYPOINT.ORG/ABOUT-UNITYPOINT-HEALTH/COMMUNITY-BENEFITS/COMMUNITY-HEALTH-NEEDS-ASSESSMENTS FACILITY REPORTING GROUP A - PART V, LINE 16A, FAP WEBSITE: THE FAP WAS WIDELY AVAILABLE ON A WEBSITE (LIST URL): WWW.UNITYPOINT.ORG/PATIENTS-AND-VISITORS/BILLING-AND-FINANCIAL-INFORMATION/FINANCIAL-ASSISTANCE FACILITY REPORTING GROUP A - PART V, LINE 16B, FAP WEBSITE: THE FAP APPLICATION FORM WAS WIDELY AVAILABLE ON A WEBSITE (LIST URL):WWW.UNITYPOINT.ORG/PATIENTS-AND-VISITORS/BILLING-AND-FINANCIAL-INFORMATION/FINANCIAL-ASSISTANCE FACILITY REPORTING GROUP A - PART V, LINE 16C, FAP WEBSITE: A PLAIN LANGUAGE SUMMARY OF THE FAP WAS WIDELY AVAILABLE ON A WEBSITE (LIST URL):WWW.UNITYPOINT.ORG/PATIENTS-AND-VISITORS/BILLING-AND-FINANCIAL-INFORMATION/FINANCIAL-ASSISTANCE 9 1 - TRINITY SLEEP CENTER 4540 3RD STREET MOLINE IL 61265 OUTPATIENT ONLY 2 - TRINITY PAIN CLINIC 4480 UTICA RIDGE RD SUITE 2240 BETTENDORF IA 52722 OUTPATIENT ONLY 3 - UNITYPOINT HEALTH TRINITY ROCK ISLAND MU 2570 24TH STREET SUITE 124 ROCK ISLAND IL 61201 OUTPATIENT ONLY 4 - UNITYPOINT HEALTH TRINITY ROCK ISLAND MU 2560 24TH STREET SUITE 102 ROCK ISLAND IL 61201 OUTPATIENT ONLY 5 - TRINITY OUTPATIENT REHAB SERVICES 3910 16TH STREET MOLINE IL 61265 OUTPATIENT ONLY 6 - TRINITY CENTER FOR WOUND HEALING 4480 UTICA RIDGE RD SUITE 110 BETTENDORF IA 52722 OUTPATIENT ONLY 7 - TRINITY OUTPATIENT REHAB SERVICES 5401 44TH AVENUE DR SUITE 102 MOLINE IL 61265 OUTPATIENT ONLY 8 - TRINITY OUTPATIENT REHAB SERVICES 4317 EAST 53RD ST DAVENPORT IA 52807 OUTPATIENT ONLY 9 - UNITYPOINT HEALTH TRINITY BETTENDORF MUL 4480 UTICA RIDGE RD SUITE 160 BETTENDORF IA 52722 OUTPATIENT ONLY PART I, LINE 6A: TRINITY MEDICAL CENTER'S COMMUNITY BENEFIT REPORT IS CONTAINED WITHIN THE IOWA HEALTH SYSTEM COMMUNITY BENEFIT REPORT WHICH CAN BE LOCATED AT WWW.UNITYPOINT.ORG. THIS SYSTEM-WIDE REPORT IS COMPLETED IN ADDITION TO THE COMMUNITY BENEFIT REPORT FOR THE HOSPITAL AND ITS REGIONAL AFFILIATES. PART I, LINE 7: A COST-TO-CHARGE RATIO (FROM WORKSHEET 2) IS USED TO CALCULATE THE AMOUNTS ON LINE 7A. THE AMOUNTS ON LINES 7B-7C (UNREIMBURSED MEDICAID AND OTHER MEANS-TESTED GOVERNMENT PROGRAMS) ARE OBTAINED FROM A COST ACCOUNTING SYSTEM OF APPLICABLE PATIENT SEGMENTS. SEGMENTS NOT PASSED TO COST ACCOUNTING SYSTEM USE SEGMENT SPECIFIC COST-TO-CHARGE RATIO. THE AMOUNTS FOR LINES 7E, F, H, AND I WOULD COME FROM THE BOOKS AND RECORDS OF SPECIFIC SEGMENTS OF THE ORGANIZATION AND ARE BASED ON COST. THE AMOUNTS ON 7G ARE DERIVED FROM A COST ACCOUNTING SYSTEM OF APPLICABLE PATIENT SEGMENTS. SEGMENTS NOT PASSED TO A COST ACCOUNTING SYSTEM USE THE COST-TO-CHARGE RATIO. PART I, LINE 7, COLUMN (F): THE BAD DEBT EXPENSE INCLUDED ON FORM 990, PART IX, LINE 25, COLUMN (A), BUT SUBTRACTED FOR PURPOSES OF CALCULATING THE PERCENTAGE IN THIS COLUMN IS $ -5,163. PART II, COMMUNITY BUILDING ACTIVITIES: COMMUNITY BUILDING ACTIVITIES ARE ESSENTIAL ROLES FOR HEALTH-CARE ORGANIZATIONS IN THAT THEY ADDRESS MANY OF THE UNDERLYING SOCIAL DETERMINANTS OF HEALTH (SDOH). ACCODING TO THE U.S. DEPARTMENT OF HEALTH AND HUMAN SERVICES OFFICE OF DISEASE PREVENTION AND HEALTH PROMOTION, SDOH ARE THE CONDITIONS IN THE ENVIRONMENTS WHERE PEOPLE ARE BORN, LIVE, LEARN, WORK, PLAY, WORSHIP, AND AGE THAT AFFECT A WIDE RANGE OF HEALTH, FUNCTIONING, AND QUALITY-OF-LIFE OUTCOMES AND RISKS. SDOH CAN BE GROUPED INTO 5 DOMAINS: ECONOMIC STABILITY, EDUCATION ACCESS AND QUALITY, HEALTH CARE ACCESS AND QUALITY, NEIGHBORHOOD AND BUILT ENVIRONMENT, AND SOCIAL AND COMMUNITY CONTEXT. COMMUNITY BUILDING ACTIVITIES HELP TO ADDRESS THE OTHER INDICATORS OUTSIDE OF THE ROLE TRADITIONALLY PLAYED BY HEALTH-CARE ORGANIZATIONS. THESE ACTIVITIES ARE ALMOST EXCLUSIVELY DONE IN SOME FORM OF PARTNERSHIP IN WHICH THE COMMUNITY OR OTHER ORGANIZATIONS ARE BETTER SUITED TO ADDRESS. HEALTH-CARE ORGANIZATIONS GENERALLY PROVIDE TIMELY AND SPECIFIC RESOURCES TO HELP THESE ISSUES. HEALTH-CARE ORGANIZATIONS CAN BE A RICH AND VALUABLE COMMUNITY RESOURCE IN WAYS NOT TYPICALLY CONSIDERED.OFTEN THE MOST EFFECTIVE WAY TO HELP IMPACT AND IMPROVE THE COMMUNITY HEALTH STATUS IS TO SUPPORT OTHER AGENCIES AND ORGANIZATIONS IN A VARIETY OF WAYS OUTSIDE OF HEALTH SERVICES. THIS IS OFTEN DONE THROUGH CASH OR IN-KIND SERVICES TO SUPPORT OTHER NON-PROFITS, DONATIONS OF DURABLE MEDICAL EQUIPMENT AND SUPPLIES TO CERTAIN AGENCIES, OR THROUGH LEADERSHIP AND EDUCATIONAL EXPERTISE. TRINITY MEDICAL CENTER CONTRIBUTES FINANCIALLY TO A WIDE VARIETY OF COMMUNITY ORGANIZATIONS THAT ADDRESS THE BROADER NEEDS OF THE COMMUNITY. THESE DONATIONS ALLOW OTHER NON-PROFIT ORGANIZATIONS TO FULFILL THEIR MISSIONS TO IMPROVE THE WELL BEING OF THE COMMUNITY AND CONTRIBUTE TO ITS OVERALL HEALTH STATUS IN WAYS THAT MAY DIFFER FROM THE DIRECT SERVICES OF THE HOSPITAL ORGANIZATION AND MAXIMIZE THE RESOURCES THEY HAVE TO WORK WITH. TRINITY MEDICAL CENTER EMPLOYEES ARE ACTIVE IN EDUCATING PARTNERS ON A WIDE VARIETY OF HEALTH SUBJECTS THAT ADVANCE THEIR WORK. FURTHER, TRINITY MEDICAL CENTER EMPLOYEES ARE MEMBERS OF MANY NON-PROFIT BOARDS TO PROVIDE LEADERSHIP OR COLLABORATE TO ADDRESS COMPLEX HEALTH ISSUES. THESE TYPES OF ACTIVITIES SPEAK TO THE BREADTH AND CAPACITY THAT THE HOSPITAL HAS IN IMPACTING THE HEALTH STATUS OF THE COMMUNITY IN A COMPREHENSIVE AND INTENTIONAL APPROACH. PART III, LINE 4: THE HEALTH SYSTEM PROVIDES AN ALLOWANCE FOR DOUBTFUL ACCOUNTS BASED UPON A REVIEW OF OUTSTANDING RECEIVABLES, HISTORICAL COLLECTION INFORMATION AND EXISTING ECONOMIC CONDITIONS. AS A SERVICE TO THE PATIENT, THE HEALTH SYSTEM BILLS THIRD-PARTY PAYERS DIRECTLY AND BILLS THE PATIENT WHEN THE PATIENT'S LIABILITY IS DETERMINED. PATIENT ACCOUNTS RECEIVABLE ARE DUE IN FULL WHEN BILLED. ACCOUNTS ARE CONSIDERED DELINQUENT AND SUBSEQUENTLY WRITTEN OFF AS BAD DEBTS BASED ON INDIVIDUAL CREDIT EVALUATION AND SPECIFIC CIRCUMSTANCES OF THE ACCOUNT.THE AMOUNT REPORTED ON LINE 2 WAS CALCULATED USING IRS WORKSHEET 2 'RATIO OF PATIENT CARE COST TO CHARGES' TO CALCULATE THE COST TO CHARGE RATIO FOR TRINITY MEDICAL CENTER. THIS RATIO WAS THEN APPLIED AGAINST THE BAD DEBT ATTRIBUTABLE TO PATIENT ACCOUNTS USING IRS WORKSHEET A TO ARRIVE AT THE BAD DEBT EXPENSE AT COST REPORTED ON LINE 2. PART III, LINE 8: AMOUNTS ON LINE 6 WERE CALCULATED USING IRS WORKSHEET B 'TOTAL MEDICARE ALLOWABLE COSTS.' THE MEDICARE ALLOWABLE COSTS WERE OBTAINED FROM THE MEDICARE COST REPORTS AND THEN REDUCED BY ANY AMOUNTS ALREADY CAPTURED IN COMMUNITY BENEFIT EXPENSE IN PART I ABOVE.THE METHODOLOGY DESCRIBED IN THE INSTRUCTIONS TO SCHEDULE H, PART III, SECTION B, LINE 6 DOES NOT TAKE INTO ACCOUNT ALL COSTS INCURRED BY THE HOSPITAL AND DOES NOT REPRESENT THE TOTAL COMMUNITY BENEFIT CONFERRED IN THIS AREA. THE MEDICARE SHORTFALL REFLECTED ON SCHEDULE H, PART III, SECTION B WAS DETERMINED USING INFORMATION FROM THE ORGANIZATION'S MEDICARE COST REPORT. HOWEVER THE MEDICARE COST REPORT DISALLOWS CERTAIN ITEMS THAT WE BELIEVE ARE LEGITIMATE EXPENSES INCURRED IN THE PROCESS OF CARING FOR OUR MEDICARE PATIENTS. EXAMPLES OF THESE ITEMS INCLUDE PROVIDER BASED PHYSICIAN EXPENSE, SELF INSURANCE EXPENSE, HOME OFFICE EXPENSE AND THE SHORTFALL FROM FEE SCHEDULE PAYMENTS.THE HOSPITAL BELIEVES THE ENTIRE AMOUNT OF THE MEDICARE SHORTFALL SHOULD BE TREATED AS COMMUNITY BENEFIT, MORE SPECIFICALLY, AS CHARITY CARE. THE ELDERLY CONSTITUTE A CLEARLY-RECOGNIZED CHARITABLE CLASS, AND MANY MEDICARE BENEFICIARIES, LIKE THEIR MEDICAID COUNTERPARTS, ARE POOR AND THUS WOULD HAVE QUALIFIED FOR THE HOSPITAL'S CHARITY CARE PROGRAM, MEDICAID OR OTHER NEEDS-BASED GOVERNMENT PROGRAMS ABSENT THE MEDICARE PROGRAM. BY ACCEPTING PAYMENT BELOW COST TO TREAT THESE INDIVIDUALS, THE BURDENS OF GOVERNMENT ARE RELIEVED WITH RESPECT TO THESE INDIVIDUALS. ADDITIONALLY, THERE IS A SIGNIFICANT POSSIBILITY THAT CONTINUED REDUCTION IN REIMBURSEMENT MAY ACTUALLY CREATE DIFFICULTIES IN ACCESS FOR THESE INDIVIDUALS. FINALLY, THE AMOUNT SPENT TO COVER THE MEDICARE SHORTFALL IS MONEY NOT AVAILABLE TO COVER CHARITY CARE AND OTHER COMMUNITY BENEFIT NEEDS. PART III, LINE 9B: AFTER THE PATIENT MEETS THE QUALIFICATIONS FOR FINANCIAL ASSISTANCE, THE ACCOUNT BALANCE IS PARTIALLY OR ENTIRELY WRITTEN OFF, AS APPROPRIATE. ANY REMAINING BALANCE, IF ANY, WOULD BE COLLECTED UNDER THE NORMAL DEBT COLLECTION POLICY. PART VI, LINE 2: UNITYPOINT HEALTH - TRINITY COMPLETED THE LATEST VERSION ON THE COMMUNITY HEALTH NEEDS ASSESSMENT IN SEPTEMBER OF 2021. IN THE SAME YEAR, THE TRINITY REGIONAL HEALTH SYSTEM BOARD OF DIRECTORS APPROVED THE FINDINGS OF THE COMMUNITY HEALTH NEEDS ASSESSMENT AND COMMUNITY HEALTH IMPROVEMENT PLAN (IMPLEMENTATION PLAN) STRATEGIES FOR 2022-2024. COLLABORATION HAS BEEN ESSENTIAL TO ADDRESSING THE NEEDS OF THE COMMUNITY. STRONG RELATIONSHIPS HAVE BEEN DEVELOPED WITH VARIOUS ORGANIZATIONS TO HELP MEET THE HEALTH NEEDS OF THE COMMUNITY. COMMUNITY PARTNERS INCLUDE BOYS & GIRLS CLUB, BIG BROTHERS BIG SISTERS, FAMILY RESOURCES, NATIONAL ALLIANCE FOR MENTAL ILLNESS - GREATER MISSISSIPPI VALLEY, THE PROJECT OF THE QUAD CITIES, MARTIN LUTHER KING CENTER, HEART OF HOPE MINISTRIES, RIVER BEND FOODBANK, QUAD CITIES VETERANS OUTREACH CENTER, EVERY CHILD, GREATER QUAD CITIES HISPANIC CHAMBER, YMCA OF THE MISSISSIPPI VALLEY, AS WELL AS LOCAL SCHOOL DISTRICTS IN BOTH THE STATE OF ILLINOIS AND IOWA, TO NAME A FEW. THROUGH THESE RELATIONSHIPS WE HAVE BEEN ABLE TO PROVIDE EDUCATION, AWARENESS, CONDUCT SCREENINGS, MAKE REFERRALS FOR ADDITIONAL SERVICES, AND HELP THE COMMUNITY UNDERSTAND WHEN, WHERE, AND HOW TO ACCESS THE PROPER TYPE OF CARE TO MEET THEIR NEEDS. SEVEN YEARS AGO, UNITYPOINT HEALTH - TRINITY FORMED A MILITARY ADVISORY COUNCIL TO HELP IDENTIFY COMMON CHALLENGES IMPACTING VETERANS IN THE LOCAL COMMUNITY. FROM THIS WORK WE FOUND THAT MANY VETERANS IN THE COMMUNITY HAVE VERY LIMITED KNOWLEDGE AROUND THE SERVICES AVAILABLE TO ASSIST THEM. THE COMMITTEE DEVELOPED A RESOURCE GUIDE TO HELP CONNECT VETERANS TO RESOURCES TO HELP IMPROVE THEIR QUALITY OF LIFE. IN MID-2018 UNITYPOINT HEALTH - TRINITY'S MILITARY ADVISORY COMMITTEE RECEIVED THE COMMUNITY VETERANS ENGAGEMENT BOARD (CVEB) DESIGNATION, THE SECOND ESTABLISHED IN THE STATE OF IA, AND THE FIRST IN THE COUNTRY TO BE FORMED OUT OF A HEALTHCARE SYSTEM. MOST RECENTLY UNITYPOINT HEALTH TRINITY AND THE CVEB HELD A VETERANS EXPERIENCE ACTION CENTER (VEAC) EVENT IN THE FALL OF 2023. VEACS ARE VIRTUAL OR IN-PERSON EVENTS CO-HOSTED BY THE DEPARTMENT OF VETERANS AFFAIRS IN COORDINATION WITH STATE AND COMMUNITY ORGANIZATIONS TO QUICKLY CONNECT VETERANS AND THEIR FAMILIES TO NEEDED RESOURCES. NEARLY 500 VETERANS, SPOUSES AND CARE GIVERS FROM THE REGION RECEIVED NEARLY 4,000 SERVICES DURING THE 2-DAY EVENT. AS A RESULT OF THIS WORK, UNITYPOINT TRINITY AND THE CVEB WERE NAMED ONE OF THE QUAD CITIES REGIONAL BUSINESS JOURNAL'S 2024 CONNECT FOR A CAUSE AWARD WINNERS! WE WERE SELECTED BY AN INDEPENDENT COMMITTEE OF BUSINESS AND NON-PROFIT COMMUNITY LEADERS AND HONORED AS THE NON-PROFIT COLLABORATION OF THE YEAR, WHICH IS JUST ONE OF THE FOUR CATEGORIES HONORED. UNITYPOINT HEALTH TRINITY ALSO SPONSORS THE PROJECT SEARCH PROGRAM TO SUPPORT YOUNG PEOPLE IN THE COMMUNITY. IT UTILIZES A COMBINATION OF CLASSROOM INSTRUCTION COUPLED WITH WORKPLACE INTERNSHIPS TO PREPARE INDIVIDUALS WITH DEVELOPMENTAL AND INTELLECTUAL DISABILITIES FOR COMPETITIVE EMPLOYMENT. EACH INTERN IS HONING THEIR SKILLS ALONGSIDE UNITYPOINT HEALTH EMPLOYEES WHO ARE PROVIDING MENTORSHIP, GUIDANCE, TRAINING, AND SUPPORT IN A REAL WORKPLACE ENVIRONMENT, AN ATMOSPHERE THAT NO CLASSROOM CAN REPLICATE. A SUCCESSFUL OUTCOME FOR OUR INTERNS IS EMPLOYMENT IN AN INTEGRATED SETTING (WORKING ALONGSIDE COWORKERS WITH OR WITHOUT DISABILITIES), YEAR-ROUND WORK OF 16 HOURS PER WEEK OR MORE, AND PAY OF MINIMUM WAGE OR HIGHER. INTERNS PARTICIPATE IN A VARIETY OF ROLES AT UNITYPOINT HEALTH-TRINITY, INCLUDING: ENVIRONMENTAL SERVICES, PATIENT TRANSPORT, PATIENT ACCESS, RADIOLOGY, PATIENT COMMUNICATION, CENTRAL SUPPLY, INFORMATION TECHNOLOGY AND NUTRITION SERVICES. LAUNCHED IN 2016, THE PROJECT SEARCH PROGRAM HAS GRADUATED MORE THAN 50 LOCAL STUDENTS. APPROXIMATELY 84% OF THESE GRADUATES ARE NOW WORKING IN THE COMMUNITY COMPARED TO 22.5% OF PERSONS WITH DISABILITIES NATIONWIDE.THE COMMUNITY OUTREACH DEPARTMENT UTILIZES UNITYPOINT HEALTH - TRINITY'S BOARD OF DIRECTORS TO ADVISE THE DIRECTION AND IMPACT OF THE ORGANIZATION'S OUTREACH WORK. ONE OF THE BOARD'S KEY ROLES IS TO ENSURE THAT UNITYPOINT HEALTH - TRINITY IS LIVING OUT ITS MISSION IN AN EFFECTIVE AND IMPACTFUL WAY. THE TRINITY BOARD MEMBER INCLUDES HOSPITAL AND COMMUNITY LEADERS AND PHYSICIANS FROM THE LOCAL COMMUNITY. PART VI, LINE 3: THE HOSPITAL COMMUNICATES THE AVAILABILITY OF FINANCIAL ASSISTANCE TO ALL PATIENTS AND WITHIN THE COMMUNITY. COPIES OF THE FINANCIAL ASSISTANCE POLICY, FINANCIAL ASSISTANCE APPLICATION AND PLAIN LANGUAGE SUMMARY ARE AVAILABLE BY MAIL, ON EACH HOSPITAL'S WEBSITE, AND IN PERSON AT EACH HOSPITAL. THE CENTRAL BILLING OFFICE IS AVAILABLE BY PHONE TO ANSWER QUESTIONS ABOUT THE POLICY, OR PATIENTS SHOULD GO TO THE CASHIER'S OFFICE AT THE HOSPITAL TO OBTAIN THIS INFORMATION. THE PLAIN LANGUAGE SUMMARY IS OFFERED AS PART OF THE PATIENT INTAKE AND/OR DISCHARGE PROCESS AND INCLUDED WHEN A PATIENT IS SENT WRITTEN NOTICE THAT EXTRAORDINARY COLLECTION ACTIONS MAY BE TAKEN AGAINST HIM/HER. THE FINANCIAL ASSISTANCE POLICY, THE PLAIN LANGUAGE SUMMARY, AND ALL FINANCIAL ASSISTANCE FORMS ARE AVAILABLE IN ENGLISH AND IN ANY OTHER LANGUAGE IN WHICH LIMITED ENGLISH PROFICIENCY (LEP) POPULATIONS CONSTITUTE THE LESSER OF 1,000 PERSONS OR MORE THAN 5% OF THE COMMUNITY SERVED BY THE HOSPITAL. THESE TRANSLATED DOCUMENTS WILL BE AVAILABLE BY MAIL, ON EACH HOSPITAL'S WEBSITE, AND IN PERSON AT EACH HOSPITAL. PART VI, LINE 4: UNITYPOINT HEALTH - TRINITY IS A 515-BED COMMUNITY HOSPITAL SERVING EASTERN IOWA AND WESTERN ILLINOIS. UNITYPOINT HEALTH - TRINITY IS NONDENOMINATIONAL AND SERVES ALL WHO COME HERE, REGARDLESS OF REASON OR CIRCUMSTANCE.80% OF UNITYPOINT HEALTH - TRINITY'S MARKET RESIDENTS LIVE WITHIN THE ILLINOIS AND IOWA COUNTIES OF ROCK ISLAND AND SCOTT, RESPECTIVELY.UNITYPOINT HEALTH - TRINITY ADMITS APPROXIMATELY 15,000 INPATIENTS AND CARES FOR 84,000 EMERGENCY PATIENTS PER YEAR. MEDIAN INDIVIDUAL INCOMES RANGE FROM $63,087 TO $72,792 AND THE AVERAGE POVERTY RATE IS 15.6%.59% OF UNITYPOINT HEALTH - TRINITY PATIENTS ARE ELIGIBLE FOR MEDICARE OR MEDICAID. ROCK ISLAND COUNTY IS 80% CAUCASION, 15% HISPANIC, AND 12% AFRICAN AMERICAN. SCOTT COUNTY IS 85% CAUCASION, 13% AFRICAN AMERICAN, AND 8% HISPANIC. PART VI, LINE 5: THE HOSPITAL IS ORGANIZED AND OPERATED EXCLUSIVELY FOR CHARITABLE PURPOSES WITH THE GOAL OF PROMOTING THE HEALTH OF THE PEOPLE AND COMMUNITIES IT SERVES. THE HOSPITAL SUPPORTS THIS MISSION WITH AN OPEN MEDICAL STAFF AND AN EMERGENCY ROOM AVAILABLE TO PATIENTS REGARDLESS OF ABILITY TO PAY. THE BOARD APPROVES THE COMMUNITY NEEDS ASSESSMENT AND COMMUNITY BENFEFIT PLAN FOR THE HOSPITAL. THE HOSPITAL IS PART OF AN INTEGRATED HEALTH SYSTEM AND ITS ULTIMATE PARENT UNITYPOINT HEALTH ALONG WITH ITS SUBSIDIARIES THAT INCLUDE THE HOSPITAL HAVE A STANDARD MODEL OF GOVERNANCE THAT ALLOWS THE HOSPITAL TO MAINTAIN A STRONG CLINICAL, FINANCIAL, STRATEGIC AND OPERATIONAL PROFILE THAT INCLUDES SURPLUS FUNDS USED TO FURTHER ITS CHARITABLE PURPOSE. PART VI, LINE 6: 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. UNITYPOINT HEALTH AND ITS AFFILIATES ENGAGE IN COMMUNITY HEALTH PROGRAMS AND SERVICES AND WORK WITH VOLUNTEER AND CIVIC ORGANIZATIONS, SCHOOLS, BUSINESSES, INSURERS AND INDIVIDUALS TO SUPPORT ACTIVITIES THAT BENEFIT PEOPLE THROUGHOUT THEIR REGIONS. IN 2023, UNITYPOINT HEALTH AND ITS AFFILIATES PROVIDED MORE THAN $232 MILLION OF COMMUNITY BENEFIT. THE CONTRIBUTIONS TO THEIR COMMUNITIES BY UNITYPOINT HEALTH AND ITS AFFILIATES ARE REPORTED IN DETAIL IN STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS (PART III) OF THE IRS FORM 990 OF THOSE AFFILIATES. PART VI, LINE 7, REPORTS FILED WITH STATES IL,IA 1 CITY OF MOLINE 619 16TH ST MOLINE IL 61265 GOVERNMENT 60000 0 PROGRAM SUPPORT GILDA'S CLUB QUAD CITIES 1351 W CENTRAL PARK 200 DAVENPORT IA 52804 421446989 501(C)(3) 7250 0 PROGRAM SUPPORT IOWA PHYSICIANS CLINIC MEDICAL FOUNDATION 1776 WEST LAKES PARKWAY SUITE 400 WEST DES MOINES IA 50266 421411630 501(C)(3) 31520787 0 PROGRAM SUPPORT THE ROBERT YOUNG CENTER FOR COMMUNITY MENTAL HEALTH 4600 3RD ST MOLINE IL 61265 363678909 501(C)(3) 1307217 0 PROGRAM SUPPORT 4 0 MEDICAL ASSISTANCE 35 49376 PART I, LINE 2: TRINITY MEDICAL CENTER 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. 1 1 0 0 0 0 0 0 0 ROBERT ERICKSON TO 823 BOARD MEMBER/PRESIDENT/CEO 358340 0 566950 0 470453 0 16500 0 30247 0 1442490 0 296291 0 COSTAS CONSTANTINOU BOARD MEMBER 0 822646 0 109270 0 3423 0 16500 0 25064 0 976903 0 0 TOYOSI OLUTADE MD CHIEF MEDICAL OFFICER 728806 25334 74717 0 5941 0 16092 408 25537 761 851093 26503 0 0 RHONDA SOWARDS MD EMERGENCY PHYSICIAN 703214 0 23858 0 24346 0 16500 0 25297 0 793215 0 0 0 ZACHARY RASMUSSEN MD EMERGENCY PHYSICIAN 605918 0 24908 0 384 0 16500 0 25549 0 673259 0 0 0 STEVE ARVANITIS MD BOARD MEMBER 0 575930 0 49302 0 2349 0 16500 0 3902 0 647983 0 0 WILLIAM ROGERS III MD EMERGENCY PHYSICIAN 573443 0 24185 0 3508 0 16500 0 26903 0 644539 0 0 0 SHAWN KEEVEN MD EMERGENCY PHYSICIAN 0 546108 0 44609 0 960 0 16500 0 27256 0 635433 0 0 ELIZABETH SCHUPP MD PULMOLOGIST 610210 0 0 0 6436 0 16500 0 1319 0 634465 0 0 0 MATTHEW HANSON MD EMERGENCY PHYSICIAN 573139 0 24228 0 960 0 8916 0 20149 0 627392 0 0 0 KEVIN KURTH MD MEDICAL DIRECTOR-ER/TRAUMA 484004 0 72060 0 6102 0 16500 0 27070 0 605736 0 0 0 KATHERINE MARCHIK SR VP FINANCE/CFO 363172 0 61867 0 4114 0 68587 0 32545 0 530285 0 0 0 BARBARA WEBER CHIEF OPERATING OFFICER 389722 0 65046 0 9018 0 50274 0 1427 0 515487 0 0 0 JOHN SHEEHAN TO 919 FORMER BD MEMBER/INTERIM PRES/CEO 0 0 0 0 0 489785 0 0 0 4437 0 494222 0 0 KATHERINE PEARSON SR VP/CHIEF STRATEGY OFFICER 330620 0 55690 0 5415 0 63386 0 19220 0 474331 0 0 0 RICHARD SEIDLER TO 519 FORMER BD MEMBER/PRESIDENT/CEO 0 0 0 0 369890 0 0 0 0 0 369890 0 369890 0 DENNIS DUKE PRESIDENT RYC 237166 0 40966 0 6079 0 14352 0 32595 0 331158 0 0 0 MATTHEW BEHRENS TO 919 REG VP/CLINIC OPS 0 227528 0 61232 0 138 0 14667 0 9738 0 313303 0 0 JANE DENTEN CHIEF NURSING OFFICER 268832 0 0 0 29389 0 11598 0 306 0 310125 0 0 0 SHAWN MORROW FR 1023 BOARD MEMBER/MARKET PRES 89380 0 25000 0 23229 0 13893 0 4062 0 155564 0 0 0 PART I, LINES 4A-B SEVERANCE PAYMENTS: THE FOLLOWING INDIVIDUAL(S) RECEIVED SEVERANCE PAYMENTS DURING THE YEAR THAT WERE INCLUDED IN THEIR TAXABLE INCOME: ROBERT ERICKSON $ 165,672 & JOHN SHEEHAN $ 489,785. NONQUALIFIED RETIREMENT PLAN CONTRIBUTIONS: THE FOLLOWING INDIVIDUAL(S) PARTICIPATED IN AND RECEIVED CONTRIBUTIONS IN A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN: KATHERINE MARCHIK $ 52,087, SHAWN MORROW $ 8,308, KATHERINE PEARSON $ 46,886, & BARBARA WEBER $ 39,117. NONQUALIFIED RETIREMENT PLAN DISTRIBUTIONS: THE FOLLOWING INDIVIDUAL(S) PARTICIPATED IN AND RECEIVED PAYMENTS FROM A SUPPLEMENTAL NON-QUALIFIED PLAN: ROBERT ERICKSON $ 292,105 & RICHARD SEIDLER $ 369,890. PAYOUTS ARE MADE WITH VESTED FUNDS, AS ESTABLISHED BY PLAN DOCUMENTS. SCHEDULE J, PART I, LINE 3 - ESTABLISHING COMPENSATION 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. KRISTINA RENNISON FAMILY MEMBER OF BOARD MEMBER DEBBIE FREIBURG 111200 EMPLOYMENT 0 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 THE ORGANIZATION IS PART OF A HEALTH SYSTEM UNDER THE ULTIMATE CONTROL OF IOWA HEALTH SYSTEM D/B/A UNITYPOINT HEALTH. UNITYPOINT HEALTH AND ITS SUBSIDIARIES 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 A, LINE 6 TRINITY REGIONAL HEALTH SYSTEM, A TAX-EXEMPT ILLINOIS NOT-FOR-PROFIT CORPORATION, IS THE SOLE MEMBER. FORM 990, PART VI, SECTION A, LINE 7A THE ORGANIZATION'S SOLE MEMBER TRINITY REGIONAL HEALTH SYSTEM AND THE ORGANIZATION SHARE A COMMON BOARD NOMINATED BY TRINITY REGIONAL HEALTH SYSTEM. IOWA HEALTH SYSTEM D/B/A UNITYPOINT HEALTH, THE SOLE MEMBER OF TRINITY REGIONAL HEALTH SYSTEM, APPROVES THE ELECTION OF BOARD MEMBERS AND APPOINTS THE MARKET PRESIDENT WHO SERVES AS AN EX-OFFICIO BOARD MEMBER. FORM 990, PART VI, SECTION A, LINE 7B THE ORGANIZATION'S SOLE MEMBER TRINITY REGIONAL HEALTH SYSTEM HAS AUTHORIZED ITS POWERS TO THE ORGANIZATION AND THEY SHARE A COMMON BOARD. POWERS OF THE COMMON BOARD ARE AUTHORIZED TO BE EXERCISED BY IOWA HEALTH SYSTEM D/B/A UNITYPOINT HEALTH. 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: MATTHEW BEHRENS, JANE DENTEN, DENNIS DUKE, L. J. SHAWN KEEVEN, MD, SHAWN MORROW, TOYOSI OLUTADE, MD, KATIE PEARSON, & BARB WEBER. THE COMPENSATION AND BENEFITS OF THE OTHER PERSONS LISTED ON FORM 990, PART VII WAS ESTABLISHED BY AN INDEPENDENT PERSON/COMMITTEE USING AN INDEPENDENT COMPENSATION CONSULTANT AND/OR COMPENSATION SURVEY OR STUDY FOR SIMILARLY QUALIFED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS. COMPENSATION AND BENEFITS ARE BASED ON THE FAIR MARKET VALUE OF THE SERVICES PROVIDED TO THE ORGANIZATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST THROUGH THE IOWA HEALTH SYSTEM, OUR PARENT ORGANIZATION, LEGAL DEPARTMENT. THE ORGANIZATION'S CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE PUBLICLY AVAILABLE ON THE IOWA HEALTH SYSTEM WEBSITE, WWW.UNITYPOINT.ORG. FORM 990, PART XI, LINE 9: CHANGE IN BENEFICIAL INTEREST IN TRINITY HEALTH FOUNDATION 107,060. CHANGES IN PENSION LIABILITY 8,335. FUND BALANCE TRANSFER -700,000. 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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.