2025-04-21T10:06:03-05:00 2024-06-30 471019942 CREATIVE PLANNING TAX LLC 100 E PARK AVE STE 300 WATERLOO IA 50703 990 2023-07-01 421407566 UNITED COMMUNITY SERVICES INC UNIT 5152803860 1300 WOODLAND AVE WEST DES MOINES IA 50265 JEN PEARSON CEO 5152803860 2025-04-18 1 0 BRIAN ARONSON P01425251 3192346885 2025-04-18 2023 2025-03-06 01:10:19Z UCS HEALTHCARE JEN PEARSON 1300 WOODLAND AVE WEST DES MOINES IA 50265 13911716 0 X WWW.UCSONLINE.ORG X 1999 IA PROVIDE COMPREHENSIVE HEALTH CARE SERVICES. 7 7 170 7 0 0 2776083 2803352 13846096 10962140 -96887 67782 17822 65416 16543114 13898690 0 0 0 0 9323867 11156569 0 0 0 6434811 7654067 15758678 18810636 784436 -4911946 14556062 12109095 2884810 5276323 11671252 6832772 X TO CREATE HOPE FOR HEALING AND LIFELONG WELL-BEING. 0 0 8656283 7393659 PROVIDED TREATMENT FOR ADDICTED INDIVIDUALS WHO HAVE BEEN PRESCRIBED METHADONE OR OTHER MEDICATION BY A DOCTOR THROUGH METHADONE/SUBOXONE DISPENSING, COUNSELING AND URINALYSIS. APPROXIMATELY 244,500 METHADONE DOSES AND 59,600 SUBOXONE DOSES WERE DISPENSED IN FY24. 4828787 3067808 PROVIDED TREATMENT FOR PERSONS WHO HAVE BEEN REFERRED THROUGH THE CORRECTIONS SYSTEM OR VOLUNTARILY ENTER THE OUTPATIENT DRUG AND ALCOHOL TREATMENT PROGRAM. APPROXIMATELY 5,100 PERSONS WERE TREATED UNDER THIS PROGRAM IN FY24. 2012215 381749 THE PHYSICAL HEALTH PROGRAM IS A FULL-SERVICE MEDICAL PRACTICE SPECIALIZING IN ACCESSIBLE, HOLISTIC CARE FOR ALL INDIVIDUALS AND THEIR FAMILY MEMBERS. APPROXIMATELY 2,900 PERSONS WERE TREATED UNDER THIS PROGRAM IN FY24. 86848 184340 PROVIDED COUNSELING FOR PARTICIPANTS REFERRED BY THE CORRECTIONS SYSTEM FOR THE CASUAL USER WHO HAS BEEN CAUGHT AND URINALYSIS FOR PERSONS REQUESTING THE SERVICE.PROVIDE AFTER-SCHOOL OPPORTUNITIES FOR MIDDLE SCHOOL GIRLS INCLUDING SESSIONS ON HEALTH AND WELLNESS, EDUCATIONAL DEVELOPMNET AND FINANCIAL LITERACY. 86848 184340 15584133 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 16 0 1 170 1 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 X THE ORGANIZATION 5152803860 1300 WOODLAND AVE WEST DES MOINES IA 50265 KATHLEEN MASTERPOLE CHAIR 2.00 X X 0 0 0 LORNA GARCIA VICE-CHAR 2.00 X X 0 0 0 DOMINIC ANANIA SECRETARY 2.00 X X 0 0 0 JENNIFER COOPER DIRECTOR 0.50 X 0 0 0 THERESA RADEMACKER DIRECTOR 0.50 X 0 0 0 HELEN EDDY DIRECTOR 0.50 X 0 0 0 JENNIFER LARSON BEG OCT 2023 DIRECTOR 0.50 X 0 0 0 JEN PEARSON CEO 40.00 X 147627 0 24518 JERRI FERSTL CFO (THRU DEC 2023) 40.00 X 102224 0 16297 DANIELLE MARTIN CFO (BEG DEC 2023) 40.00 X 7788 0 0 JOSHUA TESSIER CHIEF MEDICAL OFFICER 40.00 X 253406 0 28644 FRANK FILIPPELLI MEDICAL DIRECTOR - MAT 40.00 X 200323 0 23440 RACHEL MACK NURSE PRACTITIONER 40.00 X 174467 0 9431 SARAH FETT NURSE PRACTITIONER 40.00 X 133628 0 15196 LEEANN ALBRIGHT NURSE PRACTITIONER 40.00 X 117568 0 33240 1137031 0 150766 13 0 1 0 EMPLOYEE & FAMILY RESOURCES INC 606 FIFTH AVENUE STE 600 DES MOINES IA 50309 SUBCONTRACTED PATIENT SERVICES 994703 AUREON TECHNOLOGY 7760 OFFICE PLAZA DR S WEST DES MOINES IA 50266 MANAGED FIREWALL 418174 NOBLETEC LLC 418 EISENHOWER LN N LOMBARD IL 60148 MANAGED IT 350107 HUFF CONTRACTING INC 1310 GRANDVIEW AVE WATERLOO IA 50703 CONSTRUCTION SERVICES 285530 WAYSTAR 111 N CANAL ST CHICAGO IL 60606 BILLING SERVICES 156906 5 2750309 53043 52098 2803352 CLIENT FEES 621400 10852694 10852694 BILLING SERVICES 561499 109446 109446 10962140 80808 80808 13026 -13026 -13026 -13026 65416 65416 65416 13898690 11027556 0 67782 X 348650 18994 329656 8997345 7756389 1240956 162579 107526 55053 931953 800047 131906 716042 602461 113581 1327 1327 55485 55485 2027426 1944637 82789 209563 125074 84489 245353 165941 79412 557222 85914 471308 511163 336630 174533 146370 103063 43307 43480 22478 21002 116330 69062 47268 262926 156092 106834 64309 43163 21146 PHARMACY SUPPLIES 3097848 3096723 1125 315265 149939 165326 18810636 15584133 3226503 0 45317 68848 5150586 1020554 936686 1346576 2255174 1371359 155668 155227 167895 206334 8759600 1101703 4632285 7657897 120000 120000 1092451 162300 14556062 12109095 1330466 1830754 1391755 3281098 162589 164471 2884810 5276323 X 10975905 6336445 695347 496327 11671252 6832772 14556062 12109095 X -4911946 73466 X 0 1 X 1 1 1 X 1038980 2735985 1419302 2776083 2803352 10773702 12418167 11792262 13045558 13846096 10962140 62064223 13457147 14528247 14464860 16622179 13765492 72837925 0 0 0 72837925 4872 9871 4102 89877 80808 189530 4872 9871 4102 89877 80808 189530 82307 82307 29059 15889 17822 65416 128186 13544326 14567177 14484851 16729878 13911716 73237948 0.99450 0.99570 0.00260 0.00160 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2020 AMOUNT: $ 29,059. 2021 AMOUNT: $ 15,889. 2022 AMOUNT: $ 17,822. 2023 AMOUNT: $ 65,416. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 945380 73466 1018846 891256 54124 945380 1000000 -108744 891256 1 0 2576576 2576576 4197061 379644 3817417 432365 56622 375743 1135865 472084 663781 417733 193353 224380 7657897 LEASE OBLIGATIONS 164471 164471 13972156 73466 73466 13898690 0 13898690 18810636 0 18810636 0 18810636 PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF BENEFICIAL INTEREST 73,466. X X X X 0 0 0 0 0 0 0 0 0 JOSHUA TESSIER CHIEF MEDICAL OFFICER 249775 0 3631 0 0 0 0 0 28644 0 282050 0 0 0 FRANK FILIPPELLI MEDICAL DIRECTOR - MAT 193782 0 6541 0 0 0 4206 0 19234 0 223763 0 0 0 RACHEL MACK NURSE PRACTITIONER 164136 0 10331 0 0 0 6814 0 2617 0 183898 0 0 0 JEN PEARSON CEO 143996 0 3631 0 0 0 6288 0 18230 0 172145 0 0 0 LEEANN ALBRIGHT NURSE PRACTITIONER 107507 0 10061 0 0 0 5424 0 27816 0 150808 0 0 0 PART I, LINE 3 THE BOARD OF DIRECTORS APPOINTS A HIRING COMMITTEE WHO COMPARES SALARIES OF SIMILAR CHIEF EXECUTIVE OFFICER POSITIONS IN THE AREA. COMPARABLE DATA IS ALSO GARNERED FROM PUBLICLY AVAILABLE FORM 990'S FOR COMPARABLE ORGANIZATIONS AND THROUGH THE PUBLISHED SALARIES OF STATE EMPLOYEES. THE HIRING COMMITTEE MAKES A RECOMMENDATION TO THE BOARD OF DIRECTORS WHO DETERMINE THE SALARY OF THE CHIEF EXECUTIVE OFFICER. ADMINISTRATIVE SALARIES ARE DETERMINED BY THE GOVERNING BODY WITH A DELIBERATE APPRAISAL OF THE PREVIOUSLY STATED INFORMATION, ALONG WITH JOB PERFORMANCE EVALUATIONS. X FURNITURE 124 52098 FMV 0 0 0 0 PART I, COLUMN (B): THE NUMBER OF CONTRIBUTIONS IS BASED ON THE NUMBER OF ITEMS DONATED. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B A DETAILED REVIEW OF THE FORM 990 IS PERFORMED BY THE CEO AND CFO. A COPY OF THE FORM 990 IS PROVIDED TO EACH BOARD MEMBER FOR THEIR REVIEW PRIOR TO ITS FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CORPORATE COMPLIANCE DOCUMENT IS REVIEWED AND DISCUSSED BY THE GOVERNING BODY AT LEAST ANNUALLY AS PART OF THE POLICIES AND PROCEDURES REVIEW. THE POLICY IS MONITORED BY REVIEWING THE BOARD MEETING MATERIAL AND, IF APPROPRIATE, THE BOARD MEMBER WILL REFRAIN FROM DISCUSSION AND ABSTAIN FROM VOTING. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS APPOINTS A HIRING COMMITTEE WHO COMPARES SALARIES OF SIMILAR CHIEF EXECUTIVE OFFICER POSITIONS IN THE AREA. COMPARABLE DATA IS ALSO GARNERED FROM PUBLICLY AVAILABLE FORM 990'S FOR COMPARABLE ORGANIZATIONS AND THROUGH THE PUBLISHED SALARIES OF STATE EMPLOYEES. THE HIRING COMMITTEE MAKES A RECOMMENDATION TO THE BOARD OF DIRECTORS WHO DETERMINE THE SALARY OF THE CHIEF EXECUTIVE OFFICER. ADMINISTRATIVE SALARIES ARE DETERMINED BY THE GOVERNING BODY WITH A DELIBERATE APPRAISAL OF THE PREVIOUSLY STATED INFORMATION, ALONG WITH JOB PERFORMANCE EVALUATIONS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. FORM 990, PART IX, LINE 11G IBHN FEES: PROGRAM SERVICE EXPENSES 10,800. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10,800. CERTIFICATION: PROGRAM SERVICE EXPENSES 21,836. MANAGEMENT AND GENERAL EXPENSES 7,826. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 29,662. CONTRACT LABOR: PROGRAM SERVICE EXPENSES 1,912,001. MANAGEMENT AND GENERAL EXPENSES 74,963. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,986,964. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF BENEFICIAL INTEREST 73,466.