2025-11-13T20:54:08-06:00 2024-12-31 990 2024-01-01 363351952 TRINITY REGIONAL HEALTH SYSTEM TRIN 3097792200 2701 17TH ST ROCK ISLAND IL 61201 DAVID DELLITT MARKET CFO 3097795700 2025-11-07 0 2024 2025-03-06 01:10:19Z SHAWN MORROW 2701 17TH ST ROCK ISLAND IL 61201 7787474 0 X WWW.UNITYPOINT.ORG (SEE SCH O) X 1984 IL PROVIDE QUALITY CARE FOR OUR PATIENTS AND IMPROVE THE HEALTH OF THE COMMUNITIES WE SERVE. 11 9 0 9 0 0 109701 91230 92502 80365 898296 1432541 -202203 -171595 898296 1432541 0 0 0 0 0 0 0 0 0 93229 91054 93229 91054 805067 1341487 36842098 38942542 9631432 8982155 27210666 29960387 X TRINITY REGIONAL HEALTH SYSTEM USES ITS RESOURCES TO PROVIDE QUALITY CARE FOR OUR PATIENTS AND IMPROVE THE HEALTH OF THE COMMUNITIES WE SERVE. 0 0 0 0 -91230 AFFILIATE SUPPORT SERVICESTRINITY REGIONAL HEALTH SYSTEM IS ORGANIZED TO SUPPORT THE MISSIONS OF SEVERAL RELATED CHARITABLE, TAX-EXEMPT ORGANIZATIONS INCLUDING TRINITY MEDICAL CENTER, TRINITY HEALTH FOUNDATION, THE ROBERT YOUNG CENTER FOR COMMUNITY MENTAL HEALTH, UNITY HEALTHCARE (DBA TRINITY MUSCATINE), CENTER FOR ALCOHOL AND DRUG SERVICES, AND TRINITY COLLEGE NURSING HEALTH SCIENCES. THE SUPPORT SERVICES PROVIDED TO THESE ORGANIZATIONS ARE TO CONSTRUCT, OWN, LEASE, MANAGE, OPERATE, PROVIDE AND MAINTAIN ANY FACILITIES, PROGRAMS, SERVICES (MANAGEMENT OR OTHERWISE) AND RELATED ACTIVITIES, IN FURTHERANCE OF HEALTH CARE OR HEALTH EDUCATION. FACILITIES INCLUDE HOSPITALS, VISITING NURSE, HOSPICE CARE FACILITIES, MENTAL HEALTH CARE FACILITIES, CLINICS, EDUCATIONAL FACILITIES AND OTHER ESTABLISHMENTS CREATED TO CARRY THROUGH HEALTH-CARE AND EDUCATIONAL PROGRAMS. THE PRIMARY PURPOSE OF THE CORPORATION IS TO ENGAGE IN AND CONDUCT CHARITABLE, EDUCATIONAL, RELIGIOUS AND SCIENTIFIC ACTIVITIES IN ACCORDANCE WITH PREVIOUSLY STATED PURPOSES. 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 11 9 0 0 0 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 COSTAS CONSTANTINOU MD BOARD MEMBER 1.00 40.00 X 0 637815 33105 NATHAN DURICK MD BOARD MEMBER 1.00 1.00 X 0 0 0 DEBBIE FREIBURG BOARD MEMBER 1.00 1.00 X 0 0 0 AMY MAXEINER TO 924 BOARD MEMBER 1.00 1.00 X 0 0 0 LISA MCCRAW BOARD MEMBER 1.00 1.00 X 0 0 0 SHAWN MORROW BOARD MEMBER/MARKET PRESIDENT 1.00 40.00 X X 0 473990 90939 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 MARIE ZIEGLER BOARD MEMBER 1.00 1.00 X 0 14500 0 DAVID DELLITT FR 324 MARKET CFO 1.00 40.00 X 0 329520 24368 KATHERINE MARCHIK TO 124 SR VP FINANCE/CFO 1.00 40.00 X 0 895574 21390 JANE DENTEN MARKET CHIEF NURSING OFFICER 1.00 40.00 X 0 399532 43432 DENNIS DUKE PRESIDENT RYC 1.00 40.00 X 0 336374 52059 TOYOSI OLUTADE MD MARKET CHIEF MEDICAL OFFICER 1.00 40.00 X 0 848073 44736 KATHERINE PEARSON SR VP/CHIEF STRATEGY OFFICER 1.00 40.00 X 0 462877 86495 MARY MACUMBER-SCHMIDT PRESIDENT THF-QC 1.00 40.00 X 0 272007 13271 BARBARA WEBER MARKET CHIEF OPERATING OFFICER 1.00 40.00 X 0 569639 53582 ROBERT ERICKSON TO 823 FORMER PRESIDENT/CEO 0.00 0.00 X 0 538601 11024 MATTHEW BEHRENS TO 919 REG VP/CLINIC OPS 0.00 40.00 X 0 316644 13058 0 6095146 487459 0 1 1 0 0 91230 91230 MGMT & SUPPORT SVCS 561000 80365 80365 80365 780982 780982 7006492 6354933 651559 651559 651559 MISCELLANEOUS 900099 -171595 -171595 -171595 1432541 -91230 0 1432541 91054 91054 91054 0 91054 0 15380 1 4852164 4228407 11695 26720 159522 90536 14861 68986 30417065 33171528 1431560 1431560 99373 15340 36842098 38942542 5883241 4332782 3748191 4649373 9631432 8982155 X 27210666 29960387 27210666 29960387 36842098 38942542 1341487 1408234 0 X 0 1 X 1 0 X X 6 TRINITY MEDICAL CENTER 362739299 3 1 0 0 ROBERT YOUNG CENTER FOR COMMUNITY MENTAL HEALTH 363678909 7 1 0 0 TRINITY HEALTH FOUNDATION 363321751 7 1 0 0 UNITY HEALTHCARE 420680337 3 1 0 0 CENTER FOR ALCOHOL & DRUG SERVICES 421134273 7 1 0 0 TRINITY COLLEGE OF NURSING & HEALTH SCIENCES 810994377 3 1 0 0 6 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 X 1 1 PART IV, SECTION D, LINE 3: THE MAJORITY OF THE BOARD OF DIRECTORS OF THE ORGANIZATION'S SOLE MEMBER IOWA HEALTH SYSTEM D/B/A UNITYPOINT HEALTH IS MADE OF DIRECTORS NOMINATED BY AND SERVING ON ITS SUPPORTED ORGANIZATIONS' BOARD OF DIRECTORS THAT INCLUDE THE ORGANIZATION AND ITS SUPPORTED HOSPITAL ORGANIZATION. THE STANDING COMMITTEES OF UNITYPOINT HEALTH'S BOARD CONTROL ALL ACTIVITIES REGARDING THE INVESTMENT POLICIES AND DIRECTING THE USE OF THE ORGANIZATION'S INCOME OR ASSETS AT ALL TIMES DURING THE YEAR WERE THE SAME DIRECTORS NOMINATED BY THE ORGANIZATION. PART IV, SECTION E, LINE 3A: THE ORGANIZATION IS THE SOLE MEMBER OF CORPORATIONS THAT OWN AND OPERATE HOSPITALS AND OTHER HEALTH CARE FACILITIES THAT COLLECTIVELY ACT AS AN INTEGRATED HEALTHCARE SYSTEM UNDER ULTIMATE CONTROL BY IOWA HEALTH SYSTEM D/B/A UNITYPOINT HEALTH. THE ORGANIZATION HAS THE SAME BOARD AS ITS MAIN SUPPORTED HOSPITAL ORGANIZATION AND BOTH HAVE AUTHORITY TO NOMINATE OR APPROVE BOARDS OF SUPPORTED SUBSIDIARY ORGANIZATIONS. PART IV, SECTION E, LINE 3B: 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 HAVE A FULLY-INTEGRATED OPERATING MODEL INCLUDING STANDARD GOVERNANCE ACROSS MARKETS ESTABLISHING RESPECTIVE RESPONSIBILITIES, AUTHORITIES, AND POWERS SET FORTH IN GOVERNING DOCUMENTS. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 30417065 986 2839789 86312 33171528 27989157 21 2518829 90942 30417065 30328222 1917 -2249587 91395 27989157 26826987 86260 3569519 154544 30328222 24791137 2100588 64738 26826987 1.00000 0.00000 0.00000 0 0 56596 27041 29555 102926 63495 39431 68986 DUE TO AFFILIATES 261189 SELF INSURANCE RESERVE 4372844 OPERATING LEASE LIABILITY 15340 4649373 X 2750000 1408234 279 1408513 1341487 91054 91054 1432541 0 0 0 91054 91054 91054 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 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 279. 1 1 0 0 0 0 0 0 0 KATHERINE MARCHIK TO 124 SR VP FINANCE/CFO 0 48191 0 127478 0 719905 0 5023 0 16367 0 916964 0 351026 TOYOSI OLUTADE MD MARKET CHIEF MEDICAL OFFICER 0 686493 0 153954 0 7626 0 17250 0 27486 0 892809 0 0 COSTAS CONSTANTINOU MD BOARD MEMBER 0 493986 0 140000 0 3829 0 17250 0 15855 0 670920 0 0 BARBARA WEBER MARKET CHIEF OPERATING OFFICER 0 395497 0 164029 0 10113 0 52155 0 1427 0 623221 0 0 SHAWN MORROW BOARD MEMBER/MARKET PRESIDENT 0 451681 0 0 0 22309 0 62899 0 28040 0 564929 0 0 ROBERT ERICKSON TO 823 FORMER PRESIDENT/CEO 0 0 0 0 0 538601 0 0 0 11024 0 549625 0 0 KATHERINE PEARSON SR VP/CHIEF STRATEGY OFFICER 0 341924 0 114751 0 6202 0 65598 0 20897 0 549372 0 0 JANE DENTEN MARKET CHIEF NURSING OFFICER 0 299069 0 89056 0 11407 0 17250 0 26182 0 442964 0 0 DENNIS DUKE PRESIDENT RYC 0 244959 0 84411 0 7004 0 16041 0 36018 0 388433 0 0 DAVID DELLITT FR 324 MARKET CFO 0 283356 0 24433 0 21731 0 13948 0 10420 0 353888 0 0 MATTHEW BEHRENS TO 919 REG VP/CLINIC OPS 0 238218 0 77898 0 528 0 12491 0 567 0 329702 0 0 MARY MACUMBER-SCHMIDT PRESIDENT THF-QC 0 200337 0 67014 0 4656 0 11218 0 2053 0 285278 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 $ 538,432 & KATHERINE MARCHIK $ 327,801. NONQUALIFIED RETIREMENT PLAN CONTRIBUTIONS: THE FOLLOWING INDIVIDUAL(S) PARTICIPATED IN AND RECEIVED CONTRIBUTIONS IN A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN: SHAWN MORROW $ 45,649, KATHERINE PEARSON $ 48,348, & BARBARA WEBER $ 39,650. NONQUALIFIED RETIREMENT PLAN DISTRIBUTIONS: THE FOLLOWING INDIVIDUAL(S) PARTICIPATED IN AND RECEIVED PAYMENTS FROM A SUPPLEMENTAL NON-QUALIFIED PLAN: KATHERINE MARCHIK $ 391,612. 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. 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 IOWA HEALTH SYSTEM, A TAX-EXEMPT IOWA NOT-FOR-PROFIT CORPORATION, IS THE SOLE MEMBER. FORM 990, PART VI, SECTION A, LINE 7A IOWA HEALTH SYSTEM D/B/A UNITYPOINT HEALTH IS THE SOLE MEMBER OF THE ORGANIZATION AND 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 IS THE SOLE MEMBER OF TRINITY MEDICAL CENTER AND HAS AUTHORIZED ITS POWERS TO TRINITY MEDICAL CENTER, 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 2024 FOR THE FOLLOWING INDIVIDUALS: MATTHEW BEHRENS, DAVID DELLITT, JANE DENTEN, DENNIS DUKE, MARY MACUMBER-SCHMIDT, SHAWN MORROW, TOYOSI OLUTADE, MD, & 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, LINE J, WEBSITE: WWW.UNITYPOINT.ORG/LOCATIONS/UNITYPOINT-HEALTH---TRINITY-MOLINE ABBE CENTER FOR COMMUNITY MENTAL HEALTH INC 740 N 15TH AVE NO A HIAWATHA IA 52233 421045257 MENTAL HEALTH CARE IA 501(C)(3) 509(A)(2) ABBEHEALTH INC 0 ABBEHEALTH INC 740 N 15TH AVE NO A HIAWATHA IA 52233 421373123 SUPPORT AFFILIATES' MISSION TO IMPROVE HEALTH CARE IA 501(C)(3) 509(A)(3), TYPE III ST LUKE'S HEALTHCARE 0 AGING SERVICES INC 740 N 15TH AVE NO A HIAWATHA IA 52233 237085316 SENIOR SERVICES IA 501(C)(3) 170(B)(1) (A)(VI) ABBEHEALTH INC 0 ALLEN COLLEGE 1825 LOGAN AVENUE WATERLOO IA 50703 421351526 EDUCATE AND DEVELOP HEALTHCARE PROFESSIONALS IA 501(C)(3) 170(B)(1) (A)(II) ALLEN HEALTH SYSTEMS INC 0 ALLEN HEALTH SYSTEMS INC 1825 LOGAN AVENUE WATERLOO IA 50703 421201924 SUPPORT AFFILIATES' MISSION TO IMPROVE HEALTH CARE IA 501(C)(3) 509(A)(3), TYPE III IOWA HEALTH SYSTEM 0 ALLEN MEMORIAL HOSPITAL CORPORATION 1825 LOGAN AVENUE WATERLOO IA 50703 420698265 HOSPITAL IA 501(C)(3) 170(B)(1) 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SCHEDULE R, PARTS I - IV: IOWA HEALTH SYSTEM AND SUBSIDIARIES (D/B/A UNITYPOINT HEALTH) 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.