Skip to main content

Nonprofit · EIN 42-1435199

IOWA HEALTH SYSTEM

Tax-exempt · WDM, IA 50266

Financials

$495.1M$487.4M2023$442.4M$493.8M2024
Revenue Expenses · by fiscal year end
Financials of IOWA HEALTH SYSTEM by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$442,361,665$493,788,445-$51,426,780$1,157,835,703$1,213,796,465-$55,960,762
December 31, 2023990$495,106,486$487,441,362$7,665,124$1,312,724,604$1,320,033,469-$7,308,865
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$1,212,547
of which government grants
$1,073,513
Program service revenue
$384,872,791
Investment income
$41,222,430
Net gain from sales of assets
$4,884,600
Other revenue
$15,053,897

Expenses

Grants and similar amounts paid
$68,000
Compensation of officers, directors and key employees
$14,987,374
Other salaries and wages
$176,346,596
Salaries, compensation and benefits (total)
$248,033,415
Professional fundraising fees
$0
Legal fees
$13,640,793
Accounting fees
$978,100
Occupancy
$8,476,778
Travel
$1,130,748
Depreciation
$31,725,876
Program services (functional)
$382,574,815
Management and general (functional)
$111,213,630

Balance sheet and other

Total assets, start of year
$1,312,724,604
Total assets, end of year
$1,157,835,703
Total liabilities, end of year
$1,213,796,465
Net assets, end of year
-$55,960,762
Land, buildings and equipment
$82,579,103
Publicly traded securities
$85,386,620
Net assets without donor restrictions
-$56,101,558
Net assets with donor restrictions
$140,796
Gross unrelated business income
$3,455,806
Gross receipts
$443,733,002
Employees
3,067
Volunteers
0
Year formed
1994
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 December 31, 2024, highest compensation first.

NameTitleHours / weekCompensationFrom related orgsOther / benefits
SCOTT KIZER BOARD SECRETARYEX-OFFICIO MEMBER/CEO
Trustee or director, Officer
40$1,996,308$0$376,706
DANIEL CARPENTER CHIEFSTRATEGY OFFICER SVP (TO 07/24)
Key employee
40$2,199,214$0$38,232
CLAY HOLDERMANFRMR PRESIDENT/CEO (TO 10/23)
Former
0$1,523,135$0$23,385
MICHAEL HEINRICHSVP CFO
Officer
40$941,690$0$113,114
MICHELLE NIERMANNSVP COO-EAST
Key employee
40$799,714$0$143,169
PAMELA DELAGARDELLESVP COO-WEST
Key employee
40$798,296$0$136,439
PATRICIA NEWLAND MDUPC PRESIDENT
Key employee
1$0$793,456$103,744
DAVID STARK INT PRCEO-DM TO 1223CHIEF OF GOVT AFFAIRS & PHIL OFF
Key employee
40$835,661$0$43,900
DAVID WILLIAMS FRMR CHIEFCLINICAL OFF SVP (TO 11/23)
Former
0$860,742$0$7,935
MATTHEW ROMANINSVP CHIEF AMBULATORY OFFICER
Key employee
40$497,660$235,098$112,236
JESSICA MEISNERSVP CHIEF ADMINISTRATIVE OFFICER
Key employee
40$699,181$0$125,092
LAURA SMITH VP CIOTECH TRANSFORMATION OFFICER
Key employee
40$756,963$0$37,936
MALLARY MCKINNEY VP CHIEFBRAND MKT & COMM (TO 09/24)
Key employee
40$728,187$0$18,422
JAMES ARNETTMARKET PRESIDENT/MADISON
Key employee
1$0$616,026$91,886
MARCEL DEVETTEN MDCHIEF QUALITY OFFICER (TO 06/24)
Key employee
40$648,431$0$28,464
34 more people on this return
NameTitleHours / weekCompensationFrom related orgsOther / benefits
SARAH BROWNSVP CNO
Key employee
40$560,016$0$106,610
PETER WATSONFRMR CFO SVP (TO 04/23)
Former
0$646,154$0$9,240
JONATHAN ROZENFELDMARKET PRESIDENT/DES MOINES
Key employee
1$0$536,925$88,339
LEAH GLASGOMARKET PRESIDENT/FORT DODGE
Key employee
1$0$508,390$93,885
GREGORY JOHNSON MDSVP CMO
Key employee
40$527,912$0$67,202
DANDRE CARPENTER FRMR CHIEFNURSING OFFICER (TO 08/23)
Former
0$566,500$0$8,566
AARON GILLINGHAM FRMR CHIEFHR OFFICER SVP (TO 07/23)
Former
0$566,500$0$0
SHAWN MORROWMARKET PRESIDENT/QUAD CITIES
Key employee
1$0$473,990$90,939
JENNIFER FRIEDLYMARKET PRESIDENT/WATERLOO
Key employee
1$0$484,503$77,969
MARK JOHNSONVP CONSOLIDATED SERVICES
Highest-paid employee
40$467,613$0$93,685
WENDY MORTIMORE MDCHIEF MEDICAL INFORMATION OFFICER
Key employee
40$476,662$42,793$30,674
ROBERT ERICKSONFRMR PRESIDENT/CEO-QC (TO 8/23)
Former
0$0$538,601$11,024
STEVEN PALMERSHEIMPRES ACO & CARE FINANCING OFFICER
Highest-paid employee
40$464,024$0$85,286
JOYCE MCDANELVP HUMAN RESOURCES CONSULTING-WEST
Highest-paid employee
40$439,177$13,357$89,081
CATHERINE RANHEIM MDVP QUALITY & CLINICAL EFFECTIVENESS
Key employee
40$450,475$51,240$17,676
DENNIS SHIRLEYVP REVENUE CYCLE
Key employee
40$469,388$0$44,670
KYLE CHRISTIASON MDBOARD MEMBER
Trustee or director
1$0$454,453$47,721
DEBRA KINGDEPUTY GENERAL COUNSEL
Highest-paid employee
40$411,660$0$73,382
KURT OLSONVP TALENT & CULTURE
Highest-paid employee
40$425,169$0$44,695
SUSAN ERICKSONFMR COO SVP (TO 12/23)
Former
0$390,202$0$11,972
CHAD WOLBERSFRMR PRES/CEO-DUB (TO 9/23)
Former
0$0$352,455$26,058
ANDREA WHITE MDBOARD MEMBER
Trustee or director
1$0$350,956$27,005
ANDREA EKLUND FRMR CHIEFCOMPLIANCE OFFICER (TO 10/23)
Former
0$335,810$0$0
SUSAN THOMPSON FRMR INTERIMPRESIDENT/CEO (TO 02/21)
Former
0$323,055$0$0
SALLY GRAY RNBOARD CHAIR
Trustee or director, Officer
1$50,000$0$0
BILL ARNOLDBOARD MEMBER
Trustee or director
1$14,500$0$0
GREGORY CHURCHILLBOARD MEMBER
Trustee or director
1$14,500$0$0
ANGELA WALKER FRANKLIN PHDBOARD MEMBER
Trustee or director
1$14,500$0$0
DEBRA JOHNSONBOARD MEMBER
Trustee or director
1$14,500$0$0
JOSE LARACUENTEBOARD MEMBER
Trustee or director
1$14,500$0$0
MARGARETT NOREUIL RN PHDBOARD MEMBER
Trustee or director
1$14,500$0$0
MARLON PRIEST MDBOARD MEMBER
Trustee or director
1$14,500$0$0
GARRY SMITHBOARD MEMBER
Trustee or director
1$14,500$0$0
MARIE ZIEGLERBOARD MEMBER/CHAIR-ELECT
Trustee or director, Officer
1$14,500$0$0
990 for the year ended December 31, 2023: 56 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
CLAY HOLDERMANPRESIDENT/CEO (TO 10/23)
Officer
40$4,576,846$0$349,926
SUSAN ERICKSONCOO SVP
Key employee
40$1,825,397$0$144,038
DAVID WILLIAMS MD CHIEFCLINICAL OFFICER SVP (TO 11/23)
Key employee
40$1,720,752$0$137,030
SCOTT KIZERCH LGL OFF SVP TO 723BD SEC/PRESIDENT/CEO (FR 7/23)
Trustee or director, Officer
40$1,621,985$0$231,010
PETER D WATSON CHIEFFINANCIAL OFFICER SVP (TO 4/23)
Officer
40$1,770,306$0$36,323
ROBERT ERICKSONPRESIDENT/CEO-QC (TO 8/23)
Key employee
1$0$1,395,743$46,747
DANDRE CARPENTER DNP RNCHIEF NURSING OFFICER (TO 8/23)
Key employee
40$1,298,431$0$109,776
AARON GILLINGHAM CHIEF HUMANRESOURCES OFFICER SVP (TO 7/23)
Key employee
40$1,271,078$0$44,129
DANIEL CARPENTERCHIEF STRATEGY OFFICER SVP
Key employee
40$1,122,705$0$169,240
DAVID STARK PRESCEO-DSM CHIEF GOVAFFAIRS & PHILANTHROPY OFF (FR 7/23)
Key employee
20$498,861$542,862$91,854
MICHELLE NIERMANN PRESCEO-CR(TO 8/23), SVP COO-EAST (FR 8/23)
Key employee
20$479,680$508,440$119,328
PAMELA DELAGARDELLE PRESCEO-WAT(TO 8/23), SVP COO-WEST (FR 7/23)
Key employee
20$478,658$502,003$102,337
MARCEL DEVETTEN MDCHIEF QUALITY OFFICER
Key employee
40$1,029,193$0$37,829
LAURA SMITH CIO SVP TO 1123 VP CTECH TRANSFORMATION OFF (FR 11/23)
Key employee
40$932,230$0$114,046
CHAD WOLBERSPRES/CEO-DUB (TO 9/23)
Key employee
1$0$975,976$37,786
LEAH GLASGO PRESIDENTCEO-FDINTERIM PRES/CEO-SC (TO 10/23)
Key employee
1$0$886,332$94,671
PATRICIA NEWLAND MDPRES/CEO-IPCMF
Key employee
1$0$862,508$104,680
KEITH KNEPP MDPRESIDENT/CEO-PM (TO 4/23)
Key employee
1$0$857,805$19,379
JAMES ARNETTPRESIDENT/CEO-WI
Key employee
1$0$742,672$96,577
MICHAEL HEINRICH INTERIM CFO(FR 3/23 TO 7/23), CFO (FR 7/23)
Officer
40$232,877$391,248$78,425
ANDREA EKLUNDCHIEF COMPLIANCE OFFICER (TO 10/23)
Key employee
40$655,650$0$46,251
MALLARY MCKINNEY VP CHIEF BRANDMARKETING & COMMUNICATIONS OFFICER
Key employee
40$562,955$0$66,255
JESSICA MEISNER VP SYSTEM HR CONSUL(TO 11/23), SVP CAO (FR 11/23)
Key employee
40$531,575$0$44,331
MARK JOHNSONVP CONSOLIDATED SERVICES
Highest-paid employee
40$467,698$0$94,967
WENDY MORTIMORE MDCHIEF MEDICAL INF OFFICER
Highest-paid employee
40$492,078$0$31,967
JOHN SHEEHAN FRMR CHIEFOPERATING OFFICER SVP (TO 7/22)
Former
0$489,785$0$4,437
MATTHEW WARRENSMANAGING DIRECTOR INNOVATION CENTER
Highest-paid employee
40$455,121$0$38,264
JENNIFER OFELT INT PRESCCO-HOME(TO 7/23) PRES/CCO-HOME (FR 7/23)
Key employee
1$0$442,170$48,427
DEBRA KINGDEPUTY GENERAL COUNSEL
Highest-paid employee
40$415,132$0$69,259
THEODORE TOWNSEND FRMR PRESCEO-CRFRMR INT PRES/CEO-DUB (TO 12/18)
Former
0$0$462,474$0
DENNIS SHIRLEYVP REVENUE CYCLE
Highest-paid employee
40$411,425$0$40,719
KYLE CHRISTIASON MDBOARD MEMBER
Trustee or director
1$0$384,803$43,125
RICHARD SEIDLERFRMR PRESIDENT/CEO-QC (TO 05/19)
Former
0$0$369,890$0
ANDREA WHITE MDBOARD MEMBER
Trustee or director
1$0$340,066$25,853
LORENZO SUTERFRMR PRES/CEO-SC (TO 7/22)
Former
0$0$268,869$13,491
SUSAN THOMPSON FRMR INTERIMPRESIDENT/CEO (TO 02/21)
Former
0$278,145$0$0
ART NIZZAFRMR EVP/COO (TO 02/21)
Former
0$156,611$0$0
SALLY GRAY RN BOARD SEC TO 723BOARD CHAIR (FR 7/23)
Trustee or director, Officer
1$32,250$0$0
BRAD BRODYBOARD CHAIR (TO 7/23)
Trustee or director, Officer
1$25,000$0$0
JOSE LARACUENTE BD TREAS TO 723BOARD MEMBER (FR 7/23)
Trustee or director, Officer
1$14,500$135$0
BILL ARNOLDBOARD MEMBER
Trustee or director
1$14,500$0$0
GREGORY CHURCHILLBOARD MEMBER
Trustee or director
1$14,500$0$0
ANGELA WALKER FRANKLIN PHDBOARD MEMBER
Trustee or director
1$14,500$0$0
MARLON PRIEST MDBOARD MEMBER
Trustee or director
1$14,500$0$0
GARRY SMITHBOARD MEMBER
Trustee or director
1$14,500$0$0
MARIE ZIEGLER BOARD MEMBERBOARD CHAIR-ELECT (FR 7/23)
Trustee or director, Officer
1$14,500$0$0
BRADLEY MANNINGBOARD MEMBER (TO 7/23)
Trustee or director
1$10,875$600$0
VIRGINIA GRAVESBOARD MEMBER (TO 7/23)
Trustee or director
1$7,250$600$0
BRUCE JAMES MDBOARD MEMBER (TO 7/23)
Trustee or director
1$0$7,385$0
ADAEZE ENEKWECHIBOARD MEMBER (TO 7/23)
Trustee or director
1$7,250$0$0
DEBRA JOHNSONBOARD MEMBER (FR 8/23)
Trustee or director
1$7,250$0$0
MARGARETT NOREUIL PHDBOARD MEMBER (FR 8/23)
Trustee or director
1$7,250$0$0
MARK SCHWIEBERTBOARD MEMBER (TO 7/23)
Trustee or director
1$7,250$0$0
JOHN TAETSBOARD VICE CHAIR (TO 7/23)
Trustee or director, Officer
1$7,250$0$0
JAMES STEVENSONBOARD MEMBER (TO 4/23)
Trustee or director
1$3,625$0$0
DENNIS TRIGGSBOARD MEMBER (TO 4/23)
Trustee or director
1$3,625$0$0

Address and contacts

Address (IRS master file)
1776 WESTLAKES PKWY STE 400, WDM, IA 50266-8393
Principal officer (990 for 2024)
SCOTT KIZER, 1776 WEST LAKES PARKWAY 400, WEST DES MOINES, IA 50266
Signed the 990
MICHAEL HEINRICH, CFO
Phone
(515) 241-6161

Mission

TO IMPROVE THE HEALTH OF THE PEOPLE AND COMMUNITIES WE SERVE.

990 for the year ended December 31, 2024

Program accomplishments

  • AFFILIATE SUPPORT SERVICESIOWA HEALTH SYSTEM (D/B/A UNITYPOINT HEALTH) IS ORGANIZED TO SUPPORT THE MISSIONS OF SEVERAL RELATED CHARITABLE, TAX-EXEMPT ORGANIZATIONS INCLUDING THE FOLOWING MARKETS, IOWA HEALTH DES MOINES (DES MOINES), TRINITY REGIONAL HEALTH SYSTEM (QUAD CITIES), ST. LUKE'S HEALTHCARE (CEDAR RAPIDS), ALLEN HEALTH SYSTEMS (WATERLOO), TRINITY HEALTH SYSTEMS (FORT DODGE), ST. LUKE'S HEALTH SYSTEM (SIOUX CITY), FINLEY TRI-STATES HEALTH GROUP (DUBUQUE), MERITER HEALTH SERVICES (MADISON), AND IOWA PHYSICIANS CLINIC MEDICAL FOUNDATION (DBA UNITYPOINT CLINIC), UNITYPOINT AT HOME, AS WELL AS MULTIPLE RURAL AFFILIATES. 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, SELF-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.
    Expenses $382,506,815 · revenue $401,577,382
  • COMMUNITY BENEFITIOWA HEALTH SYSTEM 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. IOWA HEALTH SYSTEM COLLABORATES WITH OTHER HOSPITALS, CHURCHES, SCHOOLS, CHAMBERS OF COMMERCE AND DAYCARE CENTERS TO IMPROVE COMMUNITY HEALTH AND EXPAND ACCESS TO HEALTH CARE. IOWA HEALTH SYSTEM HAS DEDICATED STAFF TO ASSIST COMMUNITY BENEFIT EFFORTS. TOTAL OTHER BENEFITS REPORTED VALUE: $68,000.
    Expenses $68,000 · grants $68,000

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 December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
42-1435199
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Supporting organization (509(a)(3))
Donations deductible (Pub 78)
Supporting organization of unknown type
Exempt since
1996
Accounting year ends
December
Files
Form 990 or 990-EZ
Category (NTEE)
Health care (E02)
Assets (IRS master file)
$1,157,835,703
Income (IRS master file)
$443,733,002

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$442,361,665$493,788,445$1,157,835,703XML
990-TDecember 2024–––IRS
990December 2023$495,106,486$487,441,362$1,312,724,604XML
990-TDecember 2023–––IRS
990December 2022$469,880,792$482,771,215$1,508,678,077IRS
990-TDecember 2022–––IRS
990December 2021–––IRS
990-TDecember 2021–––IRS
990December 2020–––IRS
990-TDecember 2020–––IRS
990December 2018–––IRS
990December 2017–––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 42-1435199).

Questions about IOWA HEALTH SYSTEM

What is the EIN of IOWA HEALTH SYSTEM?
The employer identification number (EIN) of IOWA HEALTH SYSTEM is 42-1435199.
Is IOWA HEALTH SYSTEM tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
Are donations to IOWA HEALTH SYSTEM tax-deductible?
Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
Which annual return does IOWA HEALTH SYSTEM 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 IOWA HEALTH SYSTEM due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did IOWA HEALTH SYSTEM last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of IOWA HEALTH SYSTEM?
The 990 for the year ended December 31, 2024 names SCOTT KIZER.
Who are the officers and directors of IOWA HEALTH SYSTEM?
The 990 for the year ended December 31, 2024 lists 49 people; 39 received compensation from the organization, the highest $1,996,308 (SCOTT KIZER BOARD SECRETARY, EX-OFFICIO MEMBER/CEO).
How much revenue does IOWA HEALTH SYSTEM have?
On its 990 for the year ended December 31, 2024 it reported revenue of $442,361,665, expenses of $493,788,445 and total assets of $1,157,835,703 at year end.

Other nonprofits in WDM

All nonprofits in WDM · Iowa · Health care