Nonprofit · EIN 42-1177001
WHEATON FRANCISCAN HEALTHCARE-IOWA INC
Tax-exempt · WATERLOO, IA 50702
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $56,243,954 | $56,243,954 | $0 | $105,575,150 | $84,062,963 | $21,512,187 |
| June 30, 2024 | 990 | $49,968,935 | $49,968,935 | $0 | $34,446,230 | $10,779,319 | $23,666,911 |
| June 30, 2023 | 990 | $48,549,239 | $48,549,239 | $0 | $25,980,566 | $2,985,274 | $22,995,292 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $56,243,954
- Investment income
- $0
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $5,988
- Other salaries and wages
- $7,947,170
- Salaries, compensation and benefits (total)
- $9,929,244
- Professional fundraising fees
- $0
- Occupancy
- $42,394
- Travel
- $140,517
- Depreciation
- $3,661,012
- Program services (functional)
- $39,500,619
- Management and general (functional)
- $16,743,335
Balance sheet and other
- Total assets, start of year
- $34,446,230
- Total assets, end of year
- $105,575,150
- Total liabilities, end of year
- $84,062,963
- Net assets, end of year
- $21,512,187
- Land, buildings and equipment
- $22,985,303
- Net assets without donor restrictions
- $21,512,187
- Gross receipts
- $56,243,954
- Employees
- 0
- Volunteers
- 6
- Year formed
- 1982
- State of legal domicile
- IA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| KURT ANDERSEN MD | DIRECTOR AS OF 1/25; PRES CENTRAL IA Trustee or director | 1 | $0 | $1,685,852 | $245,442 |
| JACK DUSENBERY | FORMER OFFICER Former | 0 | $0 | $706,410 | $21,700 |
| MATTHEW SOJKA MD | VP, MEDICAL AFFAIRS Key employee | 1 | $0 | $601,992 | $51,050 |
| RYAN MEYER | COO Officer | 1 | $0 | $452,520 | $104,768 |
| RACHELLE MAKINDE MD | DIR; V CHAIR AS OF 12/24; PHYSICIAN Trustee or director, Officer | 0.5 | $0 | $489,105 | $55,526 |
| BRIAN BURNETT MD | DIRECTOR; PHYS - FAMILY MEDICINE Trustee or director | 0.5 | $0 | $418,705 | $61,569 |
| TIMOTHY HUBER | ASSISTANT TREASURER; VP OF FINANCE Officer | 0.5 | $0 | $340,743 | $56,525 |
| SUZANNE BURT | DIRECTOR, HUMAN RESOURCES Highest-paid employee | 40 | $0 | $198,606 | $10,923 |
| DEE FOX | DIRECTOR, QUALITY & RISK MANAGEMENT Highest-paid employee | 40 | $0 | $152,321 | $24,666 |
| DIANE KOHLS | SENIOR COLLEAGUE RELATIONS PARTNER Highest-paid employee | 40 | $0 | $140,263 | $24,313 |
| AMY HETHERTON | DIRECTOR, BRAND MANAGEMENT Highest-paid employee | 40 | $0 | $146,836 | $7,047 |
| DIANE LYMAN | MANAGER, COLLEAGUE HEALTH & SAFETY Highest-paid employee | 40 | $0 | $109,186 | $13,891 |
| NANCY SCHAEFER | ASSISTANT SECRETARY; EXEC ASSISTANT Officer | 0.5 | $0 | $72,333 | $5,194 |
| DAVID DEAVER | DIRECTOR; CHAIR Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| SANDRA BENAK | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
4 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRYAN BURTON | DIRECTOR AS OF 1/25 Trustee or director | 0.5 | $0 |
| NANCY KERTZ | DIRECTOR AS OF 1/25 Trustee or director | 0.5 | $0 |
| ALAN KRUGER | DIRECTOR THROUGH 12/24 Trustee or director | 0.5 | $0 |
| CAROL TOUSLEY | DIRECTOR Trustee or director | 0.5 | $0 |
990 for the year ended June 30, 2024: 13 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JACK DUSENBERY | FORMER OFFICER Former | 0 | $0 | $764,091 | $974,659 |
| MICHAEL WEGNER | DIR 8-12/23; PRES MERCY IA THR 12/23 Trustee or director | 0.5 | $0 | $1,018,938 | $65,930 |
| MATTHEW SOJKA MD | VP, MEDICAL AFFAIRS Key employee | 1 | $0 | $501,683 | $48,997 |
| RACHELLE MAKINDE MD | DIRECTOR; PHYSICIAN Trustee or director | 0.5 | $0 | $464,239 | $49,506 |
| BRIAN BURNETT MD | DIRECTOR; PHYSICIAN Trustee or director | 0.5 | $0 | $394,031 | $63,806 |
| RYAN MEYER | COO Officer | 1 | $0 | $355,257 | $70,530 |
| TIMOTHY HUBER | ASSISTANT TREASURER; VP OF FINANCE Officer | 0.5 | $0 | $312,625 | $64,341 |
| NANCY SCHAEFER | ASSISTANT SECRETARY; EXEC ASSISTANT Officer | 0.5 | $0 | $68,374 | $5,616 |
| DAVID DEAVER | DIRECTOR; CHAIR Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| SANDRA BENAK | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| TIMOTHY BOETTGER | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| ALAN KRUGER | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| CAROL TOUSLEY | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 16 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| ROBERT RITZ | DIRECTOR; CEO MERCY HEALTH NETWORK Trustee or director | 0.5 | $0 | $1,923,691 | $64,471 |
| JACK DUSENBERY | DIR,SEC/TREAS&PRES MERCYONE THR 4/23 Trustee or director, Officer | 0.5 | $0 | $705,049 | $45,779 |
| MATTHEW SOJKA MD | VP, MEDICAL AFFAIRS Key employee | 0.5 | $0 | $460,897 | $43,906 |
| RACHELLE MAKINDE MD | DIRECTOR; PHYSICIAN Trustee or director | 0.5 | $0 | $449,922 | $45,723 |
| BRIAN BURNETT MD | DIRECTOR; PHYSICIAN Trustee or director | 0.5 | $0 | $363,552 | $59,266 |
| TIMOTHY HUBER | ASSISTANT TREASURER; VP OF FINANCE Officer | 0.5 | $0 | $288,515 | $59,758 |
| JEFFREY HALVERSON | FRMR KE; VP PHYS NETWORK THR 5/22 Former | 0 | $0 | $139,056 | $15,537 |
| NANCY SCHAEFER | ASSISTANT SECRETARY; EXEC ASSISTANT Officer | 0.5 | $0 | $65,485 | $5,395 |
| DAVID DEAVER | DIRECTOR; CHAIR Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| SANDRA BENAK | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| TIM BOETTGER | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| SHIRLEY DUNLAP | DIRECTOR THROUGH 12/22 Trustee or director | 0.5 | $0 | $0 | $0 |
| ALAN KRUGER | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| CASEY MCLAUGHLIN | DIRECTOR THROUGH 12/22 Trustee or director | 0.5 | $0 | $0 | $0 |
| GREGORY SCHMITZ | DIRECTOR THROUGH 12/22 Trustee or director | 0.5 | $0 | $0 | $0 |
| CAROL TOUSLEY | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 3421 W 9TH ST, WATERLOO, IA 50702-5401
- In care of
- % TIMOTHY HUBER
- Principal officer (990 for 2024)
- RYAN MEYER, 3421 WEST NINTH STREET, WATERLOO, IA 50702
- Signed the 990
- TIMOTHY HUBER, VP OF FINANCE
- Phone
- (319) 272-8000
Mission
WE, WHEATON FRANCISCAN HEALTHCARE-IOWA AND TRINITY HEALTH, SERVE TOGETHER IN THE SPIRIT OF THE GOSPEL AS A COMPASSIONATE AND TRANSFORMING HEALING PRESENCE WITHIN OUR COMMUNITIES. WHEATON FRANCISCAN HEALTHCARE-IOWA IS A MEMBER OF TRINITY HEALTH.
Program accomplishments
- THE PURPOSE OF WHEATON FRANCISCAN HEALTHCARE-IOWA (WHEATON FRANCISCAN) IS TO GOVERN, MANAGE, AND PROVIDE SUPPORT TO ITS SUBSIDIARIES, WHICH INCLUDE HOSPITAL ORGANIZATIONS EXEMPT UNDER SECTION 501(C)(3) THAT PROVIDE NEEDED HEALTH CARE SERVICES TO THE COMMUNITIES IN WHICH THEY ARE LOCATED. THE SUPPORT PROVIDED BY WHEATON FRANCISCAN ALLOWS FOR ECONOMIES OF SCALE THAT IN TURN HELP THE SUBSIDIARIES TO ACHIEVE THEIR EXEMPT PURPOSES.Expenses $39,500,619 · grants $5,988 · revenue $56,243,954
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 42-1177001
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Church
- Exempt since
- 1946
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E210)
- Group exemption
- 0928: UNITED STATES CATHOLIC CONFERENCE
- Assets (IRS master file)
- $105,575,150
- Income (IRS master file)
- $56,243,954
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $56,243,954 | $56,243,954 | $105,575,150 | IRS |
| 990 | June 2024 | $49,968,935 | $49,968,935 | $34,446,230 | IRS |
| 990 | June 2023 | $48,549,239 | $48,549,239 | $25,980,566 | XML |
| 990 | June 2022 | $51,937,487 | $51,937,487 | $26,721,479 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 42-1177001).
Questions about WHEATON FRANCISCAN HEALTHCARE-IOWA INC
- What is the EIN of WHEATON FRANCISCAN HEALTHCARE-IOWA INC?
- The employer identification number (EIN) of WHEATON FRANCISCAN HEALTHCARE-IOWA INC is 42-1177001.
- Is WHEATON FRANCISCAN HEALTHCARE-IOWA INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1946.
- Which annual return does WHEATON FRANCISCAN HEALTHCARE-IOWA INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of WHEATON FRANCISCAN HEALTHCARE-IOWA INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WHEATON FRANCISCAN HEALTHCARE-IOWA INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of WHEATON FRANCISCAN HEALTHCARE-IOWA INC?
- The 990 for the year ended June 30, 2025 names RYAN MEYER.
- Who are the officers and directors of WHEATON FRANCISCAN HEALTHCARE-IOWA INC?
- The 990 for the year ended June 30, 2025 lists 19 people; 0 received compensation from the organization.
- How much revenue does WHEATON FRANCISCAN HEALTHCARE-IOWA INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $56,243,954, expenses of $56,243,954 and total assets of $105,575,150 at year end.
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