2025-11-03T12:40:26-06:00 2024-12-31 450250958 EIDE BAILLY LLP 18081 BURT ST STE 200 OMAHA NE 680224722 990 2024-01-01 420981889 IOWA HOSPITAL EDUCATION AND RESEARCH FOUNDATION IOWA 5152881955 100 E GRAND AVE 100 DES MOINES IA 50309 CHRIS MITCHELL PRESIDENT 5152881955 2025-11-03 1 1 WENDY R COOLEY CPA P01523804 4023302660 2025-10-30 2024 2025-03-06 01:10:19Z CHRIS MITCHELL 100 E GRAND AVE 100 DES MOINES IA 50309 2026856 0 X N/A X 1968 IA THE PURPOSES OF THE ORGANIZATION ARE TO RECEIVE GRANTS, GIFTS, DEVISES AND BEQUESTS TO BE USED FOR STUDY, RESEARCH, AND EDUCATION RELATING TO MEDICAL AND PARAMEDICAL SCIENCES, PARTICULARLY THE PRACTICE OF THE SAME IN THE LICENSED HOSPITALS OF IOWA AND TO ENGAGE IN AND CONDUCT OTHER CHARITABLE, EDUCATION AND SCIENTIFIC ACTIVITIES. 16 16 0 16 0 0 189185 358690 32667 0 -12052 208223 -53824 -38413 155976 528500 305500 813520 0 0 0 0 0 0 0 55909 71970 361409 885490 -205433 -356990 5028908 5282806 1483 19373 5027425 5263433 X THE PURPOSES OF THIS ORGANIZATION ARE TO RECEIVE GRANTS, GIFTS, DEVISES AND BEQUESTS TO BE USED FOR STUDY, RESEARCH AND EDUCATION RELATING TO MEDICAL AND PARAMEDICAL SCIENCES, PARTICULARLY THE PRACTICE OF THE SAME IN THE LICENSED HOSPITALS OF IOWA AND TO ENGAGE IN AND CONDUCT CHARITABLE, EDUCATIONAL AND SCIENTIFIC ACTIVITIES. 0 0 611000 611000 DISASTER RELIEF: TO HELP EMPLOYEES OF IOWA'S HOSPITALS WHO HAVE BEEN SEVERELY IMPACTED BY A NATURAL DISASTER. 212020 202520 SCHOLARSHIPS: TO HELP HEALTH CARE STUDENTS OBTAIN A DEGREE FOR THE BENEFIT OF IOWA HOSPITALS. 823020 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 16 16 0 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 X STEPHANIE DABNEY 5152881955 100 E GRAND AVE SUITE 100 DES MOINES IA 50309 STEVE SIMONIN CHAIR 1.00 0.00 X X 0 0 0 CORY NELSON TREASURER 1.00 0.00 X X 0 0 0 DAWNETT WILLIS DIRECTOR 1.00 0.00 X 0 0 0 BRIAN EVANS DIRECTOR 1.00 0.00 X 0 0 0 ANGELA MORTOZA DIRECTOR 1.00 0.00 X 0 0 0 MATT SELLS DIRECTOR 1.00 0.00 X 0 0 0 STEVE SLESSOR DIRECTOR 1.00 0.00 X 0 0 0 KAY TAKES DIRECTOR 1.00 0.00 X 0 0 0 MIKE TRACHTA DIRECTOR 1.00 0.00 X 0 0 0 DUSTIN WRIGHT DIRECTOR THRU 10/24 1.00 2.00 X 0 0 0 GLENN ZEVENBERGEN DIRECTOR 1.00 0.00 X 0 0 0 JENNIFER HARBISON DIRECTOR 1.00 0.00 X 0 0 0 DEBORAH HERZBERG DIRECTOR 1.00 0.00 X 0 0 0 JORDAN VOIGT DIRECTOR THRU 10/24 1.00 2.00 X 0 0 0 MICHELLE NIERMANN DIRECTOR 1.00 0.00 X 0 0 0 BROOKE KENSINGER DIRECTOR 1.00 2.00 X 0 0 0 RYAN MEYER DIRECTOR 1.00 0.00 X 0 0 0 LISA RIDGE DIRECTOR 1.00 0.00 X 0 0 0 CHRIS MITCHELL PRESIDENT AND CEO 1.00 40.00 X 0 876563 115318 ROBB GARDNER COO, CHIEF OF STAFF 1.00 40.00 X 0 292557 86673 PERRY MEYER EXECUTIVE VICE PRESIDENT 4.00 40.00 X 0 447016 109193 0 1616136 311184 0 0 1 0 0 116435 242040 215 358690 126151 126151 1524550 1442478 82072 82072 82072 17465 116435 55878 -38413 -38413 528500 0 0 169810 611000 611000 202520 202520 31500 31500 4775 4775 443 443 18627 18627 3283 3283 SCHOLARSHIP PROGRAM EXP 9500 9500 MISCELLANEOUS EXPENSE 3842 3842 885490 823020 62470 0 179760 77329 4840148 4739874 292 2792 453500 8708 9311 5028908 5282806 1483 1373 18000 1483 19373 X 3289505 3446756 1737920 1816677 5027425 5263433 5028908 5282806 X -356990 168998 399000 25000 X X 0 1 X 1 0 X X 1 IOWA HOSPITAL ASSOCIATION 420706508 10 1 0 0 1 0 0 1 1 1 1 1 0 0 1 0 0 0 0 0 0 0 0 0 1 0 PART IV, SECTION A, LINE 2: IOWA HOSPITAL EDUCATION AND RESEARCH FOUNDATION'S SUPPORTED ORGANIZATION IS DESCRIBED IN SECTION 501(C)(6) AND HAS BEEN DETERMINED TO SATISFY THE PUBLIC SUPPORT TESTS UNDER SECTION 509(A)(2). PART IV, SECTION A, LINE 3B: IOWA HOSPITAL EDUCATION AND RESEARCH FOUNDATION'S SUPPORTED ORGANIZATION IS DESCRIBED IN SECTION 501(C)(6) AND HAS BEEN DETERMINED TO SATISFY THE PUBLIC SUPPORT TESTS UNDER SECTION 509(A)(2). THE ORGANIZATION MADE THIS DETERMINATION BY COMPLETING THE PUBLIC SUPPORT TEST CALCULATION ANNUALLY. PART IV, SECTION A, LINE 3C: IHERF DOES NOT PROVIDE SUPPORT DIRECTLY TO THE IOWA HOSPITAL ASSOCIATION (IHA), BUT DOES PROVIDE SUPPORT DIRECTLY TO IOWA HOSPITALS THAT ARE REPRESENTED BY IHA. IHA ELECTS THE IHERF BOARD OF DIRECTORS AND IS ABLE TO PROVIDE OVERSIGHT AND ENSURE THAT ALL SUPPORT PROVIDED TO THE IOWA AREA HOSPITALS ARE FOR CHARITABLE PURPOSES. PART IV, SECTION A, LINE 6: IN 2024, IOWA HOSPITAL EDUCATION AND RESEARCH FOUNDATION (IHERF) PROVIDED FINANCIAL SUPPORT TO VARIOUS 501(C)(3) AND/OR GOVERNMENTAL HOSPITALS THAT ARE REPRESENTED BY THE IOWA HOSPITAL ASSOCIATION, THE SUPPORTED ORGANIZATION. THE IOWA HOSPITAL ASSOCIATION REPRESENTS IOWA HOSPITALS AND SUPPORTS THEM IN ACHIEVING THEIR MISSION AND GOALS. IHERF ALSO PROVIDED SCHOLARSHIPS TO HELP HEALTH CARE STUDENTS OBTAIN A DEGREE FOR THE BENEFIT OF IOWA HOSPITALS. THE PROGRAM SERVICE ACCOMPLISHMENTS OF IHERF WOULD NEED TO BE PROVIDED BY THE IOWA HOSPITAL ASSOCIATION AS PART OF THEIR MISSION TO SUPPORT IOWA HOSPITALS, IF IHERF WAS NOT PROVIDING THE SERVICES. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X 753376 168998 55878 224876 528500 0 528500 916368 55878 55878 860490 25000 25000 885490 PART X, LINE 2: MANAGEMENT BELIEVES THAT THE FOUNDATION HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN AFFECTING ITS ANNUAL FILING REQUIREMENTS, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. THE FOUNDATION WOULD RECOGNIZE FUTURE ACCRUED INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS AND LIABILITIES IN INCOME TAX EXPENSE IF SUCH INTEREST AND PENALTIES ARE INCURRED. THE FOUNDATION'S FORM 990 AND OTHER INCOME TAX FILINGS REQUIRED BY STATE, LOCAL, OR NON-U.S. TAX AUTHORITIES ARE NO LONGER SUBJECT TO TAX EXAMINATION FOR YEARS BEFORE 2021. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 55,878. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 55,878. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIP REPAYMENTS 25,000. SWINGING FOR SCHOLARS 133900 116435 17465 7600 13388 10000 16789 2594 5507 133900 116435 17465 7600 13388 10000 16789 2594 5507 55878 -38413 1 GREATER REGIONAL HEALTH 1700 W TOWNLINE STREET SUITE 3 CRESTON IA 508011054 426037626 501(C)(3) 16500 0 DISASTER RELIEF STORY COUNTY MEDICAL CENTER 640 SOUTH 19TH STREET NEVADA IA 50201 426037754 GOV 7500 0 DISASTER RELIEF CASS COUNTY HEALTH SYSTEM 1501 E 10TH STREET ATLANTIC IA 50022 420921296 GOV 22000 0 DISASTER RELIEF KNOXVILLE HOSPITAL & CLINICS 1002 SOUTH LINCLIN STREET KNOXVILLE IA 50318 421087612 501(C)(3) 10000 0 DISASTER RELIEF METHODIST JENNIE EDMUNDSON 933 EAST PIERCE STREET COUNCIL BLUFFS IA 51503 420680355 501(C)(3) 10000 0 DISASTER RELIEF CHEROKEE REGIONAL MEDICAL CENTER 300 SIOUX VALLEY DRIVE CHEROKEE IA 51012 420707096 501(C)(3) 15000 0 DISASTER RELIEF SIOUX CENTER HEALTH SYSTEM 1101 9TH ST SE SIOUX CENTER IA 51250 420796764 501(C)(3) 18000 0 DISASTER RELIEF ADAIR COUNTY HEALTH FOUNDATION 609 SE KENT GREENFIELD IA 50849 421477291 501(C)(3) 110000 0 DISASTER RELIEF HAWARDEN REGIONAL HEALTHCARE 1111 11TH STREET HAWARDEN IA 510231903 426005851 501(C)(3) 22000 0 DISASTER RELIEF UNITYPOINT HEALTH 1776 WEST LAKES PARKWAY SUITE 400 WEST DES MOINES IA 50266 421435199 501(C)(3) 24000 0 DISASTER RELIEF MERCYONE SIOUXLAND MEDICAL CTR 801 5TH ST SIOUX CITY IA 51101 311373080 501(C)(3) 46000 0 DISASTER RELIEF SPENCER REGIONAL HEALTHCARE FOUNDATION 1200 1ST AVENUE EAST SPENCER IA 51301 421416816 501(C)(3) 115000 0 DISASTER RELIEF HEGG HEALTHCARE CENTER 1202 21ST AVE ROCK VALLEY IA 51247 420932564 501(C)(3) 179000 0 DISASTER RELIEF 13 0 SCHOLARSHIPS 77 202520 TO HELP HEALTH CARE STUDENTS OBTAIN A DEGREE FOR THE BENEFIT OF IOWA HOSPITALS PART I, LINE 2: THE BOARD OF DIRECTORS AND MANAGEMENT REVIEW AND APPROVE ALL GRANT FUNDS. ASSISTANCE IS RECORDED IN OUR ACCOUNTING SOFTWARE AND MUST BE FOR THE PURPOSE OF ONE OF OUR PROGRAMS. SCHOLARSHIPS - COLLEGE GRADUATE SCHOLARSHIPS: COMMITTEES HAVE BEEN ESTABLISHED IN VARIOUS HOSPITAL DISTRICTS IN THE STATE OF IOWA. EACH COMMITTEE HAS A REPRESENTATIVE FROM THE FOUNDATION'S BOARD OF DIRECTORS. APPLICATIONS FROM INDIVIDUALS ARE SUBMITTED TO THE FOUNDATION AND SCHOLARSHIPS ARE AWARDED BASED ON EACH COMMITTEE'S REVIEW OF THE APPLICATIONS. THE FOUNDATION MAKES SCHOLARSHIPS AVAILABLE TO STUDENTS IN IOWA INTERESTED IN A CAREER IN HEALTH CARE. EACH SCHOLARSHIP HAS A PROVISION FOR REPAYMENT OR COMPLETION OF SERVICE OBLIGATION. SCHOLARSHIPS - HIGH SCHOOL GRADUATE SCHOLARSHIPS: THE FOUNDATION MAKES SCHOLARSHIPS AVAILABLE TO HIGH SCHOOL STUDENTS IN IOWA INTERESTED IN A CAREER IN HEALTH CARE. DISASTER RELIEF - TO HELP EMPLOYEES OF SPECIFIC IOWA HOSPITALS WHO HAVE BEEN SEVERELY IMPACTED BY A NATURAL DISASTER. 0 0 0 0 0 0 0 0 0 CHRIS MITCHELL PRESIDENT AND CEO 0 716072 0 150491 0 10000 0 107494 0 10314 0 994371 0 0 PERRY MEYER EXECUTIVE VICE PRESIDENT 0 377076 0 59210 0 10730 0 84107 0 25086 0 556209 0 0 ROBB GARDNER COO, CHIEF OF STAFF 0 241548 0 51009 0 0 0 66624 0 21291 0 380472 0 0 PART I, LINE 1A THE CEO COMPENSATION IS PAID BY IOWA HOSPITAL ASSOCIATION (IHA), A RELATED ENTITY. THE COMPENSATION IS REVIEWED BY THE EXECUTIVE COMMITTEE OF THE IHA BOARD OF OFFICERS AND TRUSTEES WHICH FOLLOWS GUIDELINES OF THE COMPENSATION PHILOSOPHY. ALL IHA BOARD MEMBERS COMPLETE AN EVALUATION. THE EXECUTIVE COMMITTEE WORKS WITH AN INDEPENDENT CONSULTANT TO PROVIDE COMPARABLE DATA THAT IS COLLECTED FROM OTHER STATE HOSPITAL ASSOCIATIONS. FORM 990, PART VI, SECTION A, LINE 3 MANAGEMENT FUNCTIONS ARE PERFORMED BY THE IOWA HOSPITAL ASSOCIATION. THE PRESIDENT OF THE IOWA HOSPITAL ASSOCIATION SERVES ON THE BOARD OF IHERF. FORM 990, PART VI, SECTION A, LINE 6 THE MEMBERSHIP OF THE FOUNDATION ARE THE SAME PERSONS THAT COMPRISE THE BOARD OF OFFICERS AND TRUSTEES OF THE IOWA HOSPITAL ASSOCIATION AND THE PRESIDENT OF THE IOWA HOSPITAL ASSOCIATION. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF DIRECTORS OF THE IOWA HOSPITAL EDUCATION AND RESEARCH FOUNDATION ARE ELECTED BY THE BOARD OF OFFICERS AND TRUSTEES OF IOWA HOSPITAL ASSOCIATION. FORM 990, PART VI, SECTION A, LINE 7B THE IOWA HOSPITAL ASSOCIATION ACTS AS AN OVERARCHING GOVERNING AUTHORITY FOR IHERF. FORM 990, PART VI, SECTION B, LINE 11B EACH BOARD MEMBER WILL RECEIVE A COPY OF THE FORM 990 FOR THEIR REVIEW IN ADVANCE OF ITS SUBMISSION TO THE IRS. MANAGEMENT REVIEWS THE FORM IN DETAIL BEFORE SENDING TO THE BOARD FOR THEIR REVIEW. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS REVIEWED AND A NEW DISCLOSURE FORM IS COMPLETED BY EACH BOARD MEMBER ANNUALLY. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE/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 DECIDE IF A CONFLICT OF INTEREST EXISTS. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: REPAYMENT OF SCHOLARSHIPS 25,000. IOWA HOSPITAL ASSOCIATION 100 EAST GRAND SUITE 100 DES MOINES IA 50309 420706508 REPRESENTS IOWA HOSPITALS AND SUPPORTS THEM IN ACHIEVING THEIR MISSION. IA 501(C)(6) N/A N/A 0 SERVI-SHARE OF IOWA INC 100 EAST GRAND SUITE 100 DES MOINES IA 50309 421149766 DEVELOP, SPONSOR AND PROVIDE SHARED SERVICES TO HOSPITALS. IA IOWA HOSPITAL ASSOCIATION C 0 0 0 1 0 1 0 0 0 0 0 0 0 1 1 1 1 0 0 0 IOWA HOSPITAL ASSOCIATION C 162040 CASH SERVI-SHARE OF IOWA INC C 80000 CASH