2025-11-13T20:54:08-06:00 2024-12-31 990 2024-01-01 815034179 UNITYPOINT HEALTH-MARSHALLTOWN UNIT 6417545151 55 UNITYPOINT WAY MARSHALLTOWN IA 501584749 ZACH FRENCH MARKET VP FINANCE 6417545151 2025-11-07 0 2024 2025-03-06 01:10:19Z JENNIFER FRIEDLY 55 UNITYPOINT WAY MARSHALLTOWN IA 501584749 87104948 0 X WWW.UNITYPOINT.ORG/MARSHALLTOWN X 2016 IA TO IMPROVE THE HEALTH OF THE PEOPLE AND COMMUNITIES WE SERVE THROUGH HEALING, CARING & TEACHING. 9 4 559 4 0 0 1008747 2789327 73529407 83128668 382469 116105 1280794 646015 76201417 86680115 115981 164177 0 0 42480354 44488443 0 0 0 31295884 35373544 73892219 80026164 2309198 6653951 81843302 90621223 45668952 47792922 36174350 42828301 X THE MISSION OF UNITYPOINT HEALTH-MARSHALLTOWN IS TO IMPROVE THE HEALTH OF THE PEOPLE AND COMMUNITIES WE SERVE THROUGH HEALING, CARING AND TEACHING. 0 0 74837631 150952 83553581 UNITYPOINT HEALTH-MARSHALLTOWN 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, MENTAL HEALTH CARE, CARDIOLOGY, ONCOLOGY, REHABILITATION, BEHAVIORAL DISORDER PROGRAMS, LABORATORY, PHARMACEUTICAL DRUGS, WOUND CARE, EMERGENCY SERVICES, OUTPATIENT CLINICS, CHECK-UPS AND RADIOLOGY. SOME OF THE SERVICES PROVIDED DO NOT GENERATE ENOUGH INCOME TO OFFSET THEIR COST. IN THE FISCAL PERIOD ENDED DECEMBER 31, 2024, UNITYPOINT HEALTH-MARSHALLTOWN ADMITTED 958 PATIENTS; RESULTING IN A TOTAL OF 3,259 PATIENT DAYS. OUTPATIENT VISITS TOTALED 57,447 AND TOTAL OUTPATIENT SURGERY REGISTRATIONS FOR THE SAME PERIOD WERE 1,985. THERE WERE ALSO 18,651 EMERGENCY ROOM VISITS. 2241966 13225 0 CHARITY CARE, MEANS-TESTED PROGRAMS AND OTHER COMMUNITY BENEFITSCHARITY CARE AND MEANS-TESTED PROGRAMS: UNITYPOINT HEALTH-MARSHALLTOWN 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 $600,471 IN 2024. OFTEN TIMES, ALLEN MEMORIAL HOSPITAL CORPORATION RECEIVES PAYMENTS FROM PAYORS OR PATIENTS THAT ARE LESS THAN IT CHARGES FOR SERVICES. UNITYPOINT HEALTH - MARSHALLTOWN PARTICIPATES IN MEDICAID AND OTHER GOVERNMENT-SPONSORED HEALTH-CARE PROGRAMS. UNITYPOINT HEALTH-MARSHALLTOWN'S NET COST OF PROVIDING CARE FOR WHICH IT RECEIVES PAYMENT BELOW ITS COST IS $0 FOR 2024. TOTAL CHARITY CARE AND MEANS-TESTED PROGRAMS REPORTED VALUE: $600,471.OTHER BENEFITS: UNITYPOINT HEALTH-MARSHALLTOWN 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. UNITYPOINT HEALTH-MARSHALLTOWN COLLABORATES WITH OTHER HOSPITALS, CHURCHES, SCHOOLS, CHAMBERS OF COMMERCE AND DAYCARE CENTERS TO IMPROVE COMMUNITY HEALTH AND EXPAND ACCESS TO HEALTH CARE. UNITYPOINT HEALTH-MARSHALLTOWN HAS DEDICATED STAFF TO ASSIST COMMUNITY BENEFIT EFFORTS. TOTAL OTHER BENEFITS REPORTED VALUE: $1,641,495. 77079597 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 1 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 1 X 0 0 559 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 4 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 1 1 X ZACH FRENCH MARKET VP FINANCE 3192353932 1825 LOGAN AVE WATERLOO IA 50703 STACEY BENTLEY BOARD MEMBER 1.00 1.00 X 0 0 0 KYLE CHRISTIASON MD BOARD CHAIR 1.00 40.00 X X 0 454453 47721 BRYAN EARNEST BOARD MEMBER 1.00 1.00 X 0 0 0 JENNIFER FRIEDLY BOARD MEMBER/MARKET PRESIDENT 1.00 40.00 X X 0 484503 77969 JOAN HEADINGTON BOARD MEMBER 1.00 1.00 X 0 1181 0 CAROL HIBBS BOARD MEMBER 1.00 1.00 X 0 0 0 LANCE HORBACH BOARD MEMBER 1.00 1.00 X 0 0 0 PRADEEP RAMESH MD BOARD MEMBER 1.00 40.00 X 0 589098 54228 EDITA BEGIC BOARD MEMBER 1.00 1.00 X 0 1181 0 ZACHARY FRENCH MARKET VP FINANCE 1.00 40.00 X 0 241678 17935 SHARON KING HOSPITAL ADMINISTRATOR 40.00 0.00 X 215567 0 33303 NATALIE HUNTER MARKET VP OPERATIONS 1.00 40.00 X 0 248291 31809 HEIDI PROSE NURSE PRACTITIONER 40.00 0.00 X 198791 0 10192 CHELSEY HALVERSON PA-C PHYSICIAN ASSISTANT 40.00 0.00 X 191578 0 22981 JAIME HOOLEY PA-C PHYSICIAN ASSISTANT 40.00 0.00 X 221012 0 40581 JOHN MCCUNE MD PHYSICIAN 40.00 0.00 X 314639 0 40934 STEVE SCURR DO PHYSICIAN 40.00 0.00 X 629058 0 48621 PAMELA DELAGARDELLE TO 823 FORMER PRESIDENT & CEO 0.00 40.00 X 0 798296 136439 STEVEN PALMERSHEIM TO 1221 FORMER VP FINANCE 0.00 40.00 X 0 464024 85286 1770645 3282705 647999 39 1 1 0 NURSE ANESTHESIA OF NORTH CAROLINA 1000 BLYTHE BLVD CHARLOTTE NC 28203 MEDICAL SERVICES 1967027 AMN HEALTHCARE 2999 OLYMPUS BLVD SUITE 500 DALLAS TX 75019 HEALTHCARE STAFFING 1610177 EDGE COMPANIES LLC 3155 SE MIEHE DR GRIMES IA 50111 CONSTRUCTION SERVICES 900000 CHG COMPANIES INC 7259 S BINGHAM JUNCTION BLVD MIDVALE UT 84047 HEALTHCARE STAFFING 869057 ALCON LABORATORIES INC 6201 S FREEWAY FORT WORTH TX 76134 MEDICAL SERVICES 505693 17 577335 2169345 42647 2789327 NET PATIENT REVENUE 900099 82269129 82269129 MGMT & SUPPORT SVCS 561000 312773 312773 RENTAL INCOME 531120 297598 297598 SUBS & JOINT VENTURES 900099 249168 249168 83128668 1 1 540937 424833 116104 116104 116104 SHARED SAVINGS REVENUE 900099 320919 320919 CAFETERIA/FOOD SVCS 722210 221102 221102 MISCELLANEOUS REVENUE 900099 103994 103994 646015 86680115 83553581 0 337207 164177 164177 248870 248870 131615 131615 36602792 35147358 1455434 1078258 1035383 42875 4341191 4168573 172618 2085717 2002783 82934 1477994 1033994 444000 8980 7941 1039 141240 141240 6005907 5853918 151989 116977 21216 95761 580773 553886 26887 3114604 3053561 61043 185618 180735 4883 6092 3405 2687 2474769 2474769 4359149 4353798 5351 460666 460666 MEDICAL SUPPLIES 11351068 11336368 14700 MISCELLANEOUS EXPENSE 5089707 5085826 3881 80026164 77079597 2946567 0 -20154 -19295 9480443 9342982 5969770 15268061 1575047 1688011 133580 130923 92417449 30639147 61966228 61778302 1240741 1307903 1497647 1124336 81843302 90621223 6230816 5636580 117990 1373 32134 211909 1067807 39076103 41087162 45668952 47792922 X 36088108 42742059 86242 86242 36174350 42828301 81843302 90621223 6653951 0 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2542513 2542513 60027200 11603759 48423441 145841 49050 96791 28370304 18986338 9383966 1331591 1331591 61778302 SELF INSURANCE RESERVE 1614512 HEALTH AND WELFARE BENEFITS RESERVE 324488 DUE TO AFFILIATES 37291990 OPERATING LEASE LIABILITY 1227125 MISCELLANEOUS LIABILITY 629047 41087162 X 86113000 57 57 86112943 567172 567172 86680115 79882000 0 79882000 144164 144164 80026164 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 2021. 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 57. PART XI, LINE 4B - OTHER ADJUSTMENTS: REVENUE IN NET ASSETS WITHOUT DONOR RESTRICTIONS 567,172. PART XII, LINE 4B - OTHER ADJUSTMENTS: EXPENSE IN NET ASSETS WITHOUT DONOR RESTRICTIONS 144,016. ROUNDING 148. 1 1 X 1 X 1 X 600.000000000000 1 1 0 1 1 600471 600471 0.00750 13801426 18396751 0 0.00000 14401897 18396751 600471 0.00750 1628270 1628270 0.02030 13225 13225 0.00020 1641495 1641495 0.02050 16043392 18396751 2241966 0.02800 0 1698864 0 15059083 16057626 -998543 X 1 1 1 1 UNITYPOINT HEALTH MARSHALLTOWN 3 SOUTH 4TH AVE MARSHALLTOWN IA 50158 640007H X X X UNITYPOINT HEALTH- MARSHALLTOWN 1 1 0 1 X X X X X X X X 22 1 1 1 1 X SEE PART V, PAGE 8 X 1 22 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 UNITYPOINT HEALTH- MARSHALLTOWN PART V, SECTION B, LINE 5: IN 2019, BLACK HAWK COUNTY HEALTHCARE PROVIDERS AND ALLIED SERVICE ORGANIZATIONS CAME TOGETHER AS PARTNERS TO WRITE AND PUBLISH TWO ONLINE SURVEYS TO IDENTIFY THE COMMUNITY HEALTH NEEDS OF CEDAR VALLEY RESIDENTS AND SOCIAL SERVICE AGENCIES. BOTH SURVEYS WERE ADAPTED IN THE SUMMER OF 2019 TO IDENTITY AND PRIORITIZE COMMUNITY HEALTH NEEDS IN THE MARSHALLTOWN REGION OF CENTRAL IOWA. IN 2022, UNITYPOINT HEALTH - MARSHALLTOWN USED THE ASSESSMENT PREVIOUSLY CREATED WITH THE COMMUNITY PARTNERS AND ADDED FIVE QUESTIONS RELATED TO COVID-19. CONSISTENCY OF THE QUESTIONS FROM 2019 TO 2022 WAS IMPORTANT TO COMPARE THE IMPACT FROM EACH CYCLE. THE ONLINE SURVEY FOR RESIDENTS WAS PUBLISHED FROM SEPTEMBER 5 TO SEPTEMBER 19, 2022, AND DREW 338 UNIQUE RESPONSES. THE PARALLEL SURVEY FOR SOCIAL SERVICE AGENCIES RAN CONCURRENTLY AND DREW 20 RESPONSES. BOTH SURVEYS WERE EXTENDED ONE WEEK TO SEPTEMBER 26, 2022, TO ALLOW FOR ADDITIONAL RETURNS. FOR COMPARISON, IN 2019 THE RESIDENT SURVEY DREW 502 UNIQUE RESPONSES WHILE THE SURVEY FOR AGENCIES DREW 23 RESPONSES. THE RESIDENT SURVEY WAS ALSO TRANSLATED TO SPANISH. SURVEYMONKEY, AN ONLINE SURVEY TOOL, WAS THE ONLY OUTSIDE SERVICE USED IN THISASSESSMENT. THE SURVEY ASKED BOTH RESIDENTS AND COMMUNITY ORGANIZATIONS FOR THEIR INPUT ON THE HEALTH OF THE COMMUNITY. IN REVIEWING THE DEMOGRAPHICS OF THE SURVEY RESPONDENTS, THOSE THAT RESPONDED DO NOT ACCURATELY REPRESENT THE DIVERSE COMMUNITIES UNITYPOINT HEALTH MARSHALLTOWN SERVES. THERE COULD BE A VARIETY OF REASONS FOR THE LACK OF DIVERSE RESPONDENTS INCLUDING THE SURVEY DISTRIBUTION METHOD, THE TIMING OF THE SURVEY, THE NATURE OF THE SURVEY, LACK OF TRUST OF THE HEALTHCARE FIELD, AND LANGUAGE BARRIERS. TO REFLECT ACCURATELY THE COMMUNITY DEMOGRAPHIC MAKEUP, AGENCIES AND ORGANIZATIONS WERE INVITED TO PARTICIPATE. THE ASSESSMENT PARTNERSHIP ASKED 28 COMMUNITY ORGANIZATIONS TO PARTICIPATE IN THE AGENCY SURVEY. AGENCY PARTICIPANTS REPRESENT THE INTERESTS OF RESIDENTS FROM THREE COUNTIES, PARTICULARLY MARSHALL COUNTY. THEY ALSO REPRESENT THE INTERESTS AND SERVE RESIDENTS LIVING IN POVERTY; WOMEN AND CHILDREN; WOMEN AND CHILDREN AT-RISK; PRE-SCHOOL CHILDREN; ADULTS 65+; THE DISABLED; THE UNDEREMPLOYED AND UNEMPLOYED; THE MEDICALLY UNDERSERVED; RESIDENTS SUFFERING FROM MENTAL ILLNESS AND/OR ADDICTION; RESIDENTS LIVING WITH FOOD INSECURITY; AND ENGLISH-AS-A-SECOND-LANGUAGE LEARNERS. AGENCY PARTICIPANTS WERE RECRUITED SPECIFICALLY FOR THEIR KNOWLEDGE AND RECORD OF SUCCESSFUL SERVICE TO ONE OR MORE MEDICALLY UNDERSERVED, LOW-INCOME AND MINORITY POPULATIONS IN THE SURVEY AREA. TWENTY AGENCIES COMPLETED THE SURVEY. UNITYPOINT HEALTH- MARSHALLTOWN PART V, SECTION B, LINE 6A: UNITYPOINT HEALTH-ALLEN HOSPITAL AND MERCYONE WATERLOO MEDICAL CENTER UNITYPOINT HEALTH- MARSHALLTOWN PART V, SECTION B, LINE 6B: UNITYPOINT HEALTH - MARSHALLTOWN HAS PARTNERED WITH BLACK HAWK COUNTY PUBLIC HEALTH DEPARTMENT UNITYPOINT HEALTH- MARSHALLTOWN PART V, SECTION B, LINE 11: THE 2020-2022 COMMUNITY HEALTH NEEDS ASSESSMENT IDENTIFIED THE FOLLOWING HEALTHNEEDS: ACCESS TO HEALTHCARE; ACCESS TO MENTAL HEALTHCARE; HEALTH EDUCATION; PERSONALEXERCISE; PERSONAL NUTRITION. THE ALLEN HOSPITAL BOARD OF DIRECTORS DISCUSSED FIVE MAJOR HEALTH NEEDS AS WELL AS OTHER ISSUES IDENTIFIED IN THE SURVEY AT THE APRIL 28, 2020 VIRTUAL BOARD MEETING. DIRECTORS THEN CAST INDIVIDUAL VOTES TO DECIDE WHICH THREE NEEDS TO PRIORITIZE IN THE 2020-2022 COMMUNITY HEALTH NEEDS IMPLEMENTATION PLAN. NO HOSPITAL HAS THE RESOURCES TO BEGIN TO ADDRESS ALL THE POSSIBILITIES, SO THE DIRECTORS VOTED TO EMPHASIZE THREE COMMUNITY HEALTH NEEDS: (1) ACCESS TO HEALTHCARE, (2) ACCESS TO MENTAL HEALTHCARE, AND(3) HEALTH EDUCATION.ACCESS TO HEALTHCARE. THESE PROGRAMS AND INITIATIVES HAVE BEEN ADDED OR EXPANDEDIN 2020-2022 TO HELP THE COMMUNITY MEET HEALTHCARE SERVICE'S NEEDS:-ADDED UPC EXPRESS CARE LOCATION IN WAVERLY IN EARLY 2020-OPENED THE WATERLOO SCHOOLS EMPLOYEE HEALTH CENTER IN AUGUST 2020-ESTABLISHED THE UNITYPOINT HEALTH FAMILY MEDICINE RESIDENCY IN THE SUMMER OF 2021-TRANSITIONED THE SURGERY CENTER AT UNITED MEDICAL PARK FROM A HOSPITAL OUTPATIENT DEPARTMENT TO AN AMBULATORY SURGERY CENTER IN FEBRUARY 2020-STARTED ONLINE CHECK-IN FOR OUTPATIENT PROCEDURES TO MAKE IT EASIER TO CHECK IN AT HOME OR ON A MOBILE DEVICE COMPARED TO THE FULL REGISTRATION PROCESS AT THE HOSPITAL-BEGAN SELF-SCHEDULING FOR MAMMOGRAPHY PATIENTS VIA COMPUTER OR MOBILE DEVICE-OPENED NEW UNITYPOINT PEDIATRIC CLINIC IN WATERLOO-THREE PEDIATRIC PROVIDERS ADDED SINCE 2019 WITH ONE ADDITIONAL BEGINNING IN 2023 TO INCREASE PEDIATRIC APPOINTMENT AVAILABILITY-ADDED TWO MIDWIVES TO THE EXISTING PRACTICE TO INCREASE ACCESS FOR MOTHERS DURING PREGNANCY AND DELIVERY-ADDED TELEHEALTH AND VIRTUAL APPOINTMENTS FOR PATIENTS IN RURAL COMMUNITIES FOR ALLEN WOMEN'S HEALTH-CREATED A BLACK DOULA PROGRAM FOR BLACK-IDENTIFYING AND AFRICAN AMERICAN MOTHERS-ARRANGING TRANSPORTATION WITHIN ALLEN HOSPITAL FOR EASE OF SCHEDULING FOR INPATIENTS DISCHARGED-PROVIDING BUS TICKETS FOR PATIENTS TO ASSIST IN ATTENDING FOLLOW UP APPOINTMENTS, FUNDING IS PROVIDED THROUGH THE CARE MANAGEMENT FUND-TRANSCATHETER AORTIC VALVE REPLACEMENT (TAVR) PROGRAM ADDED TO ALLEN HOSPITAL AS A NEW CARDIAC PROCEDURE-ADDED CARDIOVASCULAR CENTER, NEUROSURGERY, AND CARDIOTHORACIC SURGERY TO UNITYPOINT HEALTH WATERLOO-INTRODUCED PHARMACY DELIVERY SERVICES TO PATIENTS' HOMES-HOSTED COVID-19 VACCINE CLINICS IN MULTIPLE LOCATIONS TO INCREASE VACCINE ACCESS-DRIVE UP FLU AND COVID-19 VACCINE CLINICS DEVELOPED-PARTNERED TO OPEN UPFIT, A 24/7 ACCESS FITNESS CENTER IN THE NORTH CROSSING DEVELOPMENTACCESS TO MENTAL HEALTHCARE. THESE PROGRAMS AND INITIATIVES HAVE BEEN ADDED OR EXPANDED IN 2020-2022 TO HELP THE COMMUNITY MEET MENTAL HEALTH SERVICE NEEDS:-OPENED THE UNITYPOINT MENTAL HEALTH WALK-IN CLINIC TO INCREASE SAME DAY AND CRISIS SERVICES FOR THE COMMUNITY-EXPANDED EMPLOYEE ASSISTANCE PROGRAM (EAP) TO ADDITIONAL COMPANIES-RESTARTED THE INTENSIVE OUTPATIENT PROGRAM, AN EIGHT-WEEK INTENSE GROUP SCHEDULE-INCREASED FUNDRAISING THROUGH THE ALLEN FOUNDATION FOR BLACK HAWK GRUNDY MENTAL HEALTH CENTER THROUGH THE ANNUAL MENTAL HEALTH AWARENESS BREAKFAST-ADDED MENTAL HEALTH TELEHEALTH SERVICES TO THE CHILD PROTECTION CENTER-HIRED TELEHEALTH THERAPIST FOR BLACK HAWK GRUNDY MENTAL HEALTH CENTER-HIRED A CHILD & ADOLESCENT PSYCHOLOGIST IN AUGUST OF 2022-CREATED A CENTRAL WORK QUE FOR TRIAGING BEHAVIORAL HEALTH PATIENTS TO APPROPRIATELY MATCH PATIENT NEEDS TO RECEIVE FASTER SERVICES-ENHANCED RELATIONSHIPS WITH COMMUNITY PARTNERS TO INCREASE ACCESS HEALTH EDUCATION. THE PROGRAMS AND INITIATIVES HAVE BEEN ADDED OR EXPANDED IN2020-2022 TO HELP THE COMMUNITY MEET HEALTH EDUCATION NEEDS:-ADDED HEALTH EDUCATION THROUGH ALLEN WOMEN'S HEALTH TO RURAL COMMUNITIES TO EDUCATE ON REPRODUCTIVE AND SEXUAL HEALTH-ADDED A CHRONIC DISEASE NAVIGATOR TO THE CARE MANAGEMENT TEAM TO EDUCATE INPATIENTS-IMPLEMENTED SEXUAL ORIENTATION AND GENDER IDENTITY (SOGI) DOCUMENTATION TO BETTER SUPPORT PATIENTS, PATIENTS CAN DOCUMENT INFORMATION ABOUT SEXUAL ORIENTATION AND/OR GENDER IDENTITY THROUGH A MYCHART QUESTIONNAIRE-DEVELOPED THE LEGACY PROGRAM IN PARTNERSHIP WITH ALLEN HOSPITAL AND ALLEN COLLEGE TO BE USED AS AN INVENTIVE TO KEEP ALLEN COLLEGE NURSES WORKING AT ALLEN HOSPITAL UNITYPOINT HEALTH- MARSHALLTOWN 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 US. 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. 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 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 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 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 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 8 1 - UNITYPOINT FAMILY MEDICINE-STATE CENTER 503 3RD AVE SW STATE CENTER IA 50247 PHYSICIANS CLINIC 1 - UNITYPOINT FAMILY MEDICINE TAMATOLEDO 1307 SOUTH BROADWAY TOLEDO IA 52342 PHYSICIANS CLINIC 1 - UNITYPOINT FAMILY MEDICINE CONRAD 105 NORTH CHURCH ST CONRAD IA 50621 PHYSICIANS CLINIC 1 - UNITYPOINT FAMILY MEDICINE-MARSHALLTOWN 405 EAST MAIN ST MARSHALLTOWN IA 50158 PHYSICIANS CLINIC 1 - UNITYPOINT FAMILY MEDICINE-PARKERSBURG 502 3RD ST PARKERSBURG IA 50665 PHYSICIANS CLINIC 1 - UNITYPOINT FAMILY MEDICINE-GRUNDY CENTER 101 E J AVE STE 102 GRUNDY CENTER IA 50638 PHYSICIANS CLINIC 1 - UNITYPOINT FAMILY MEDICINE-WAVERLY 312 9TH ST SW STE 1200 WAVERLY IA 50677 PHYSICIANS CLINIC 1 - UNITYPOINT FAMILY MEDICINE-DENVER 111 TOWER ST DENVER IA 50622 PHYSICIANS CLINIC PART I, LINE 6A: THE HOSPITAL'S COMMUNITY BENEFIT REPORT IS CONTAINED WITHIN THE IOWA HEALTH SYSTEM'S COMMUNITY BENEFIT REPORT (DBA AS UNITYPOINT HEALTH) LOCATED AT WWW.UNITYPOINT.ORG. 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 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 II, COMMUNITY BUILDING ACTIVITIES: COMMUNITY BUILDING ACTIVITIES ARE ESSENTIAL ROLES FOR HEALTH-CARE ORGANIZATIONS IN THAT THEY ADDRESS MANY OF THE UNDERLYING DETERMINANTS OF HEALTH. RESEARCH HAS CONTINUALLY SHOWN THAT WHEN THE FACTORS INFLUENCING HEALTH ARE EXPLORED, HEALTH CARE ACTUALLY PLAYS THE SMALLEST ROLE PROPORTIONATELY. A REPORT IN THE JOURNAL OF AMERICAN MEDICAL ASSOCIATION AND THE CENTER FOR DISEASE CONTROL (MCGINNIS, 1996) SUGGESTS THAT THE FACTORS IMPACTING HEALTH ARE AS FOLLOWS: LIFESTYLE AND BEHAVIORS, 50%, ENVIRONMENT (HUMAN AND NATURAL), 20%, GENETICS AND HUMAN BIOLOGY, 20%, AND HEALTH CARE, 10%. 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. THE HOSPITAL 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. THE HOSPITAL EMPLOYEES ARE ACTIVE IN EDUCATING PARTNERS ON A WIDE VARIETY OF HEALTH SUBJECTS THAT ADVANCE THEIR WORK. FURTHER, THE HOSPITAL 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 ALLEN MEMORIAL HOSPITAL. 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 SURPLUS 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 - MARSHALLTOWN RECEIVED ITS TAX-EXEMPT STATUS ON MAY 1, 2018 AND ITS HOSPITAL LICENSE MAY 1, 2018. THE COMMUNITY HEALTH ASSESSMENT ACTIVITIES INCLUDED: 1.EMPLOYMENT OF PUBLIC HEALTH NURSE, UNITYPOINT HEALTH-MARSHALLTOWN -EMPLOYED AND PROVIDED SPACE FOR THE MARSHALL COUNTY PUBLIC HEALTH NURSE THROUGH A CONTRACTUAL PARTNERSHIP WITH MARSHALL COUNTY, IOWA. THE PUBLIC HEALTH NURSE WAS RESPONSIBLE FOR PROVIDING IMMUNIZATION AND OTHER CARE FOR CHILDREN IN THE COMMUNITY, FOR ENGAGING WITH THE SCHOOL DISTRICT, AND FOR COLLABORATING WITH THE COUNTY ON PUBLIC HEALTH NEEDS THROUGHOUT THE YEAR.2.FUTURE HEALTHCARE WORKFORCE DEVELOPMENT ACTIVITIES IN PARTNERSHIP WITHMARSHALLTOWN COMMUNITY SCHOOL DISTRICT - UNITYPOINT HEALTH-MARSHALLTOWN PARTICIPATED WITH THE LOCAL SCHOOL DISTRICT, THE LOCAL COMMUNITY COLLEGE, AND FUTURE HEALTHCARE WORKFORCE TO IDENTIFY HEALTHCARE WORKFORCE DEVELOPMENT OPPORTUNITIES AND CHALLENGES, TO PROVIDE HEALTHCARE TRAINING OPPORTUNITIES,AND TO PROVIDE VOLUNTEER OPPORTUNITIES FOR LOCAL HIGH SCHOOL STUDENTS INTERESTED IN HEALTHCARE CAREERS.3.SENIOR PROVIDER ALLIANCE - UNITYPOINT HEALTH-MARSHALLTOWN CLINICAL LEADERS PARTICIPATED AS A MEMBER OF THE SENIORPROVIDER ALLIANCE. THIS GROUP OF AGENCIES/ORGANIZATIONS WHO PROVIDE CAR E TO SENIOR CITIZENS IN THE HOSPITAL, CLINIC, RESIDENTIAL FACILITY, AND CLIENT HOME MEETS EVERY OTHER MONTH TO IMPROVE LOCAL CARE FOR SENIORS, SHARE BEST PRACTICES, IDENTIFY HEALTH-RELATED TRENDS, AND LEARN MORE ABOUT AVAILABLE RESOURCES. 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 - MARSHALLTOWN IS A NOT-FOR-PROFIT COMMUNITY HEALTHCARE PROVIDER IN MARSHALL COUNTY, IOWA. UNITYPOINT HEALTH - MARSHALLTOWN OPERATES A 49-BED, ACUTE CARE HOSPITAL, FOUR PRIMARY CARE MEDICAL CLINICS LOCATED IN MARSHALLTOWN, CONRAD, STATE CENTER AND TAMA-TOLEDO, AND A STATE-OF-THE-ART MEDICAL PARK. THEY SERVE THE COUNTIES OF MARSHALL, GRUNDY, & TAMA.MEDIAN HOUSEHOLD INCOMES AVERAGE $69,537 AND THE AVERAGE POVERTY RATE IS 11.4%.69.1% OF UNITYPOINT HEALTH-MARSHALLTOWN INPATIENTS ARE ELIGIBLE FOR MEDICARE OR MEDICAID. MARSHALL COUNTY, IS 71% CAUCASIAN AMERICAN AND BOSNIAN, 2% AFRICAN-AMERICAN, 24% HISPANIC AND 2% ALL OTHER MINORITY POPULATIONS 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 $5.3B 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 400 CLINICS; 17 COMMUNITY NETWORK HOSPITALS; 13 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 2024, UNITYPOINT HEALTH AND ITS AFFILIATES PROVIDED MORE THAN $281 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 IA 1 COMMUNITY FOUNDATION OF MARSHALL COUNTY 11 N 1ST AVE MARSHALLTOWN IA 50158 426139033 501(C)3 8000 0 PROGRAM SERVICE UNITYPOINT HEALTH-MARSHALLTOWN FOUNDATION 55 UNITYPOINT WAY MARSHALLTOWN IA 50158 421388518 501(C)3 144016 0 PROGRAM SERVICE 2 0 PART I, LINE 2: UNITYPOINT HEALTH-MARSHALLTOWN MONITORS THE USE OF GRANT FUNDS ACCORDING TO THE STANDARD FINANCIAL POLICIES OF THE ORGANIZATION AND AS REQUIRED BY THE GRANT OR GRANTOR. THE POLICIES AND PROTOCOLS OF THE FUNDING SOURCE ARE ENFORCED AND MONITORED BY THE ORGANIZATION AND REPORTED AS REQUIRED. 0 1 0 0 0 0 0 0 0 PAMELA DELAGARDELLE TO 823 FORMER PRESIDENT & CEO 0 624067 0 139872 0 34357 0 112246 0 24193 0 934735 0 0 STEVE SCURR DO PHYSICIAN 627060 0 0 0 1998 0 13248 0 35373 0 677679 0 0 0 PRADEEP RAMESH MD BOARD MEMBER 0 555569 0 30495 0 3034 0 17250 0 36978 0 643326 0 0 JENNIFER FRIEDLY BOARD MEMBER/MARKET PRESIDENT 0 397408 0 81490 0 5605 0 57827 0 20142 0 562472 0 0 STEVEN PALMERSHEIM TO 1221 FORMER VP FINANCE 0 360665 0 99691 0 3668 0 54750 0 30536 0 549310 0 0 KYLE CHRISTIASON MD BOARD CHAIR 0 452176 0 0 0 2277 0 17250 0 30471 0 502174 0 0 JOHN MCCUNE MD PHYSICIAN 305120 0 0 0 9519 0 15536 0 25398 0 355573 0 0 0 NATALIE HUNTER MARKET VP OPERATIONS 0 201987 0 21413 0 24891 0 12120 0 19689 0 280100 0 0 JAIME HOOLEY PA-C PHYSICIAN ASSISTANT 216750 0 0 0 4262 0 9836 0 30745 0 261593 0 0 0 ZACHARY FRENCH MARKET VP FINANCE 0 193892 0 45721 0 2065 0 7251 0 10684 0 259613 0 0 SHARON KING HOSPITAL ADMINISTRATOR 189292 0 26023 0 252 0 11287 0 22016 0 248870 0 0 0 CHELSEY HALVERSON PA-C PHYSICIAN ASSISTANT 180380 0 0 0 11198 0 9726 0 13255 0 214559 0 0 0 HEIDI PROSE NURSE PRACTITIONER 195157 0 0 0 3634 0 9935 0 257 0 208983 0 0 0 PART I, LINE 4B NONQUALIFIED RETIREMENT PLAN CONTRIBUTIONS: THE FOLLOWING INDIVIDUAL(S) PARTICIPATED IN AND RECEIVED CONTRIBUTIONS IN A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN: PAMELA DELAGARDELLE $ 94,996, JENNIFER FRIEDLY $ 40,577 & STEVEN PALMERSHEIM $ 37,500. 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. ABIGAIL SHARP FAMILY MEMBER OF OFFICER PAMELA DELAGARDELLE 131615 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 6 ALLEN HEALTH SYSTEMS, INC., A TAX-EXEMPT IOWA NONPROFIT CORPORATION, IS THE SOLE MEMBER. FORM 990, PART VI, SECTION A, LINE 7A THE ORGANIZATION'S SOLE MEMBER ALLEN HEALTH SYSTEMS, INC AND THE ORGANIZATION SHARE A COMMON BOARD NOMINATED BY ALLEN HEALTH SYSTEMS, INC. IOWA HEALTH SYSTEM D/B/A UNITYPOINT HEALTH, THE SOLE MEMBER OF ALLEN HEALTH SYSTEMS, INC, 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 ALLEN HEALTH SYSTEMS, INC 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: PAMELA DELAGARDELLE, ZACHARY FRENCH, JENNIFER FRIEDLY, NATALIE HUNTER, & STEVEN PALMERSHEIM. 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. 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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 400 CLINICS; 17 COMMUNITY NETWORK HOSPITALS; 13 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.