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Nonprofit · EIN 42-1477471

UNITYPOINT AT HOME

Tax-exempt · WDM, IA 50266

Financials

$271.9M$268.6M2023$286.3M$288.2M2024
Revenue Expenses · by fiscal year end
Financials of UNITYPOINT AT HOME by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$286,316,649$288,174,806-$1,858,157$95,368,838$27,849,283$67,519,555
December 31, 2023990$271,944,023$268,647,651$3,296,372$95,645,964$26,951,644$68,694,320
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$1,052,628
of which government grants
$180,000
Program service revenue
$282,948,461
Investment income
$2,134,478
Net gain from sales of assets
$758,067
Other revenue
$181,082

Expenses

Grants and similar amounts paid
$125,540
Compensation of officers, directors and key employees
$2,576,733
Other salaries and wages
$82,454,097
Salaries, compensation and benefits (total)
$108,263,210
Professional fundraising fees
$0
Legal fees
$31,088
Occupancy
$3,831,257
Travel
$3,031,852
Depreciation
$644,836
Program services (functional)
$254,540,335
Management and general (functional)
$33,634,471

Balance sheet and other

Total assets, start of year
$95,645,964
Total assets, end of year
$95,368,838
Total liabilities, end of year
$27,849,283
Net assets, end of year
$67,519,555
Land, buildings and equipment
$4,719,900
Publicly traded securities
$25,645,280
Net assets without donor restrictions
$63,975,326
Net assets with donor restrictions
$3,544,229
Gross unrelated business income
$875,439
Gross receipts
$291,503,559
Employees
1,484
Volunteers
270
Year formed
1998
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
PATRICIA NEWLAND MD - BOARD MEMBERPRESIDENT - UNITYPOINT CLINIC
Trustee or director, Officer
1$0$793,456$103,744
DAVID WILLIAMS MD TO 0420FORMER SVP CHIEF CLINICAL OFFICER-UP
Former
0$0$860,742$7,935
JESSICA MEISNER TO 0222FMR VP HUMAN RESOURCES
Former
0$0$699,181$125,092
TODD WENCK MDBOARD MEMBER
Trustee or director
1$0$715,779$46,721
ERIC NEVERMAN DOBOARD MEMBER
Trustee or director
1$0$507,200$29,857
JENN OFELTCHIEF OPERATING OFFICER
Officer
40$445,883$0$77,006
JANE ARNOLDBOARD MEMBER
Trustee or director
1$0$385,211$73,645
DIANA EDWARDS MDBOARD CHAIR
Trustee or director, Officer
1$0$370,926$47,489
ANDREA WHITE MDBOARD MEMBER
Trustee or director
1$0$350,956$27,005
MICHAEL WELSCHVP OPS, FIN, & REV CYCLE
Officer
40$286,109$0$35,281
ELIZABETH SCHWARZ TO 0224DIRECTOR HR
Key employee
1$32,852$263,710$15,078
KRISTA BISHOPVP HOSPICE
Key employee
40$226,157$0$35,023
CHAD MENTELEDIRECTOR SPECIALTY PHARMACY
Key employee
40$208,158$0$50,992
MARISSA SMITHVP ACCREDIDATION & REG OFFICER
Key employee
40$213,695$0$39,794
CHRISTINA PINKLEYVP HOME HEALTH
Key employee
40$226,738$0$25,842
15 more people on this return
NameTitleHours / weekCompensationFrom related orgsOther / benefits
TODD RICHARD TO 0624VP PATIENT ACCESS
Key employee
40$221,625$0$19,655
TRACIE WALLENRN CASE MGR HOSPICE
Highest-paid employee
40$196,775$343$32,269
DIANNE SCHULTZDIRECTOR CARE AT HOME SVCS
Highest-paid employee
40$219,580$0$6,901
ABBY RATZLAFFDIRECTOR INFUSION PHARMACY
Key employee
40$211,352$0$14,778
PATRICK REEVESVP HOME MEDICAL EQUIPMENT
Key employee
40$175,493$0$28,497
MAREN STEENSENPHARMACY MANAGER
Highest-paid employee
40$171,401$0$29,915
JENNIFER GEDDESRN CASE MGR HOSPICE
Highest-paid employee
40$171,956$3,226$20,446
AMY LEISTERDIRECTOR CLINICAL EDUCATION
Highest-paid employee
40$164,933$0$21,074
KEN FELZ MDBOARD MEMBER
Trustee or director
1$0$7,904$1,495
LEANNE BURRACK TO 1124BOARD MEMBER
Trustee or director
1$0$0$0
DEBBIE FREIBURGBOARD MEMBER
Trustee or director
1$0$0$0
LANCE HORBACHBOARD MEMBER
Trustee or director
1$0$0$0
DEBRA JOHNSONBOARD MEMBER
Trustee or director
1$0$0$0
BRIAN SCOTTBOARD TREASURER/SECRETARY
Trustee or director, Officer
1$0$0$0
DEBRA SHRIVERBOARD MEMBER
Trustee or director
1$0$0$0
990 for the year ended December 31, 2023: 29 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
DAVID WILLIAMS MD TO 0420SVP CHIEF CLINICAL OFFICER-UPH (FR 04/20)
Former
0$0$1,720,752$137,030
PAMELA DELAGARDELLE TO 0823BOARD MEMBER
Trustee or director
1$0$980,661$102,337
PATRICIA NEWLAND MD - PHYSICIANBOARD MEMBER/PRESIDENT/CEO (FR 05/22)
Officer
1$0$862,508$104,680
JESSICA MEISNER TO 0222FMR VP HUMAN RESOURCES
Former
1$0$531,575$44,331
ERIC NEVERMAN DOBOARD MEMBER
Trustee or director
1$0$492,612$28,169
JENN OFELTCHIEF OPERATING OFFICER
Officer
40$442,170$0$48,427
DIANA EDWARDS MDBOARD CHAIR
Trustee or director, Officer
1$0$383,148$46,307
JANE ARNOLD TO 1218FORMER VP OPERATIONS
Former
0$0$330,769$62,104
ANDREA WHITE MDBOARD MEMBER
Trustee or director
1$0$340,066$25,853
HOLLEY BERMEL DOBOARD VICE CHAIR
Trustee or director, Officer
1$0$306,256$20,552
MICHAEL WELSCHVP FINANCE & REV CYCLE
Officer
40$274,414$0$32,079
MARISSA SMITHCHIEF COMPLIANCE OFFICER
Key employee
40$225,193$0$34,467
TODD RICHARDVP PATIENT ACCESS
Key employee
40$230,171$0$27,437
CHRISTINA PINKLEYVP HOME HEALTH
Key employee
40$216,107$0$10,739
DIANNE SCHULTZDIRECTOR CARE AT HOME SVCS
Highest-paid employee
40$212,697$0$11,582
KRISTA BISHOPVP HOSPICE
Key employee
40$181,098$0$31,902
ABBY RATZLAFFDIRECTOR INFUSION PHARMACY
Key employee
40$196,982$0$13,830
PATRICK REEVESVP HOME MEDICAL EQUIPMENT
Key employee
40$184,022$0$24,245
ELIZABETH SCHWARZDIRECTOR HR
Key employee
1$165,838$24,886$10,278
AMY LEISTERDIRECTOR CLINICAL EDUCATION
Highest-paid employee
40$164,889$0$19,985
MAREN STEENSENPHARMACY MANAGER
Highest-paid employee
40$163,885$0$9,809
LOIS GLANZDIRECTOR CLINICIAL OPTIMIZATION
Highest-paid employee
40$145,773$0$18,657
ERIN TEMPLETONDIR CLINICAL PROCESS IMPROV.
Highest-paid employee
40$145,257$0$18,028
BRADLEY MANNING MDBOARD MEMBER
Trustee or director
1$0$11,475$0
LEANNE BURRACKBOARD MEMBER
Trustee or director
1$0$0$0
DEBBIE FREIBURGBOARD MEMBER
Trustee or director
1$0$0$0
DEBRA JOHNSONBOARD MEMBER
Trustee or director, Officer
1$0$0$0
BRIAN SCOTTBOARD TREASURER/SECRETARY
Trustee or director, Officer
1$0$0$0
DEBRA SHRIVERBOARD MEMBER
Trustee or director
1$0$0$0

Address and contacts

Address (IRS master file)
1776 WESTLAKES PKWY STE 400, WDM, IA 50266-8393
Principal officer (990 for 2024)
JENN OFELT, 1776 WEST LAKES PKWY SUITE 400, WEST DES MOINES, IA 50266
Signed the 990
MICHAEL WELSCH, VP OPS, FIN, & REV CYCLE
Phone
(515) 241-6161

Mission

TO IMPROVE THE HEALTH OF OUR COMMUNITY THROUGH HEALING, CARING AND TEACHING.

990 for the year ended December 31, 2024

Program accomplishments

  • HEALTH CARE SERVICESUNITYPOINT AT HOME PROVIDES HOME HEALTH SERVICES FOR PEOPLE IN NEED WITH THE PURPOSE TO IMPROVE THE COMMUNITY'S OVERALL HEALTH AND ACCESS TO CARE. HIGHEST PRIORITY IS GIVEN TO LOW-INCOME INDIVIDUALS BUT SERVICES ARE AVAILABLE TO ALL RESIDENTS. ALL SERVICES ARE PROVIDED REGARDLESS OF AN INDIVIDUAL'S RACE, CREED, SEX, NATIONALITY, HANDICAP, AGE OR ABILITY TO COMPENSATE FOR SERVICES RENDERED. HOME HEALTH CARE SERVICES PROVIDED AND PEOPLE SERVED MAY INCLUDE BUT ARE NOT LIMITED TO: CASE MANAGEMENT, CERTIFIED NURSING, PRIVATE DUTY NURSING, PALLIATIVE CARE, HOSPICE, INFUSION SERVICES, HOME MEDICAL EQUIPMENT, MATERNAL HEALTH CLINICS, NURSING CARE, SUPPORT TO HIGH RISK NEW PARENTS AND NEWBORNS, PARENTING SUPPORT, CHILD HEALTH CLINICS, HEALTH MAINTENANCE VISITS AND SCREEENINGS, IMMUNIZATION CLINICS, SENIOR CITIZENS, DISABLED, ILL, HANDICAPPED AND TERMINALLY ILL. SERVICES MAY BE PROVIDED ON A ONE-TIME, INTERMITTENT, PART-TIME OR LONG-TERM BASIS. UNITYPOINT AT HOME MADE 319,466 HOME VISITS IN 2024.
    Expenses $253,748,594 · grants $125,540 · revenue $283,157,862
  • COMMUNITY BENEFITSUNITYPOINT AT HOME PROVIDES CHARITY CARE AND OTHER MEANS-TESTED PROGRAMS WITH THE GOAL OF IMPROVING THE COMMUNITY'S HEALTH AND ACCESS TO CARE. THIS INCLUDES PROVIDING HEALTH CARE SERVICES REGARDLESS OF A PATIENT'S INSURANCE COVERAGE OR FINANCIAL STATUS. CHARITY CARE AND PARTIAL TO FULL FINANCIAL ASSISTANCE IS PROVIDED TO PATIENTS ON A CASE-BY-CASE BASIS. CHARITY CARE WAS MADE AVAILABLE AT A VALUE OF $173,896 IN 2024. OFTENTIMES, UNITYPOINT AT HOME RECEIVES PAYMENTS FROM PAYORS OR PATIENTS THAT ARE LESS THAN ITS CHARGES FOR SERVICES. UNITYPOINT AT HOME PARTICIPATES IN MEDICAID AND OTHER GOVERNMENT-SPONSORED HEALTH CARE PROGRAMS. UNITYPOINT AT HOME'S NET COST OF PROVIDING CARE FOR WHICH IT RECEIVES PAYMENT BELOW ITS COSTS IS $617,845 FOR 2024. TOTAL CHARITY CARE AND MEANS-TESTED PROGRAMS REPORTED VALUE: $791,741.
    Expenses $791,741

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
42-1477471
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (509(a)(2))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2000
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$95,368,838
Income (IRS master file)
$291,503,559

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$286,316,649$288,174,806$95,368,838IRS
990-TDecember 2024–––IRS
990December 2023$271,944,023$268,647,651$95,645,964XML
990-TDecember 2023–––IRS
990December 2022$248,807,327$252,277,166$93,805,076IRS
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 42-1477471).

Questions about UNITYPOINT AT HOME

What is the EIN of UNITYPOINT AT HOME?
The employer identification number (EIN) of UNITYPOINT AT HOME is 42-1477471.
Is UNITYPOINT AT HOME tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
Are donations to UNITYPOINT AT HOME tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does UNITYPOINT AT HOME 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 UNITYPOINT AT HOME 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 UNITYPOINT AT HOME 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 UNITYPOINT AT HOME?
The 990 for the year ended December 31, 2024 names JENN OFELT.
Who are the officers and directors of UNITYPOINT AT HOME?
The 990 for the year ended December 31, 2024 lists 30 people; 15 received compensation from the organization.
How much revenue does UNITYPOINT AT HOME have?
On its 990 for the year ended December 31, 2024 it reported revenue of $286,316,649, expenses of $288,174,806 and total assets of $95,368,838 at year end.

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