Unitypoint at Home FY2021 filing

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Improve the health of the people and communities we serve.

501(c)(3) charity; gifts are tax-deductible.
81¢ of each $1 spent went to programs.
$3.0M paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2021 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 5
filings with a surplus
Average surplus $1.7M a year · under 1% of revenue · last 5 filings
Worth a look: a surplus in 3 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
81%
of spending
Looks good: 81% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$3.0M
to officers and key staff · 1% of spending
Looks good: pay to officers and key staff is 1% of spending; 15% or less.
Pt VII · Sec A
1 mo
of spending, in cash
Plus $32.2M in investments, Pt X · Ln 11–13
Fine: 1.1 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
6
named funders · $867K
Looks good: 6 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$36.2M
34% of total assets
Looks good: liabilities are 34% of assets; 50% or less.
Pt X · Ln 26
Independent board members
6
of 12 voting members
Fine: 6 of 12 voting members are independent, half.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$239.5M
+8% vs prior year
Spent
$235.9M
To programs
81%
Net assets
$69.0M
By yearFY2020–FY2024
Revenue
$239.5M
FY2021▲ +8%
Tap a bar for its year
Revenue by fiscal year
FY2020$222.2M
FY2021$239.5M
FY2022$248.8M
FY2023$271.9M
FY2024$286.3M
Expenses
$235.9M
FY2021▲ +10%
Tap a bar for its year
Expenses by fiscal year
FY2020$215.0M
FY2021$235.9M
FY2022$252.3M
FY2023$268.6M
FY2024$288.2M
Net assets
$69.0M
FY2021▲ +6%
Tap a bar for its year
Net assets by fiscal year
FY2020$65.3M
FY2021$69.0M
FY2022$63.7M
FY2023$68.7M
FY2024$67.5M

From the FY2021 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Jan 2000.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

81 cents of each dollar spent went to programs.

Program services 81% · $190.5M Management & general 19% · $45.4M

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

30 people listed on the 990; $3.0M paid to officers and key staff.

Part VII, Section A · reportable compensation
Pres & Chief Clinical Officer
$543,552Pt VII · Sec A
Chief Operating Officer
$305,956Pt VII · Sec A
VP Patient Access
$225,220Pt VII · Sec A
VP Finance
$223,427Pt VII · Sec A
Chief Compliance Officer
$208,508Pt VII · Sec A
Director Care at Home Svcs
$196,692Pt VII · Sec A
VP Hospice
$184,860Pt VII · Sec A
VP Specialty Pharmacy & Infusion
$183,552Pt VII · Sec A

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2023FY2022FY2021FY2020
Margaret Vanoosten——$543,552$583,228
Jenn Ofelt$442,170$349,432$305,956$258,827
Margaret Vanoosten to 0822—$387,154——
Michael Welsch$274,414$235,041$223,427$182,204
Todd Richard$230,171$216,880$225,220$206,449
Marissa Smith$225,193$207,877$208,508$185,560
Christina Pinkley$216,107———
Dianne Schultz$212,697$198,636$196,692$189,309

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Unitypoint at Home executive salaries →

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2Yes
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Provides home-based healthcare, charity care, and financial assistance to patients regardless of their insurance coverage or ability to pay.

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1 program · $190.5M · in their own filed words · FY2021
01

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.

$190.5Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
See all 6 funders →
Grants paid · 5 grants · $3.4M · 2020–2023
Iowa Health SystemIA · FY2023$120,000
Iowa Health FoundationIA · FY2022$70,000
Iowa Health SystemIA · FY2022$50,000
Iowa Health SystemIA · FY2020$3,050,669
Iowa Health FoundationIA · FY2020$120,000

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$239.5M
Ln 12
Fees for servicesLn 2g$236.1M
Investment incomeLn 3$1.5M
Other incomeLn 4–11$1.2M
Money outPt IX
$235.9M
Ln 25
Programscol B$190.5M
Managementcol C$45.4M
Owns and owesPt X
$69.0M
net assets · Ln 32
Cash and savingsLn 1–2$21.2M
Total assetsLn 16$105.3M
LiabilitiesLn 26$36.2M
PeoplePt VI, VII
30
listed · VII A
PaidVII A14
Voting boardVI 1a12
IndependentVI 1b6
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$655K
Fees for servicesLn 2g$236.1M
Investment incomeLn 3$1.5M
Other incomeLn 4–11$1.2M
Gains on assetsLn 7$644K
Total revenueLn 12$239.5M
Assets in detailPt X, end of year
CashLn 1$14.5M
SavingsLn 2$6.7M
Cash and savings togetherLn 1–2$21.2M
Accounts receivableLn 4$27.8M
Notes and loans receivableLn 7$2.5M
Inventories for sale or useLn 8$9.4M
Prepaid expenses and deferred chargesLn 9$421K
Land, buildings, equipmentLn 10c$5.8M
InvestmentsLn 11–13$32.2M
Other assetsLn 15$6.0M
Total assetsLn 16$105.3M
LiabilitiesLn 26$36.2M
Net assetsLn 32$69.0M
OperationsPt I, VI
EmployeesI 51,699
VolunteersI 6270
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3More from this return
Investment feesPt IX, Sch D
Investment fees, as reportedPt IX 11f$514K
Share of the $3.3M endowmentSch D 1g15.8%
EndowmentSch D · Pt V
LineFY21FY20FY19FY18FY17
End of yearLn 1g$3.3M$3.2M$2.9M$2.8M$996K
Given inLn 1b$655K$527K$827K$661K$715K
SpentLn 1d–1f$655K$527K$827K$661K$836K
4Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$25.6M$21.2M
InvestmentsLn 11–13$30.2M$32.2M
Land, buildings, equipmentLn 10c$5.9M$5.8M
Total assetsLn 16$111.8M$105.3M
LiabilitiesLn 26$46.5M$36.2M
Net assetsLn 32$65.3M$69.0M
5Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$135K$135K
Pay of current officers, directors and key staffLn 5$2.5M$2.5M
Other salaries and wagesLn 7$82.5M$55.0M$27.5M
Pension plan contributionsLn 8$2.7M$1.8M$894K
Other employee benefitsLn 9$12.7M$8.5M$4.2M
Payroll taxesLn 10$5.4M$3.6M$1.8M
Management feesLn 11a$10.8M$10.8M
Legal feesLn 11b−$64K−$99K$35K
Investment management feesLn 11f$514K$230K$284K
Other fees for servicesLn 11g$9.2M$4.6M$4.6M
Advertising and promotionLn 12$75K$1K$74K
Office expensesLn 13$30.2M$29.7M$446K
Information technologyLn 14$163K$163K
OccupancyLn 16$4.8M$2.5M$2.4M
TravelLn 17$2.4M$2.2M$139K
Conferences, conventions and meetingsLn 19$32K$5K$26K
Depreciation, depletion and amortizationLn 22$930K$607K$322K
InsuranceLn 23$1.1M$1.1M
Other expenses (24a–d)Ln 24$69.9M$69.8M$163K
Total functional expensesLn 25$235.9M$190.5M$45.4M$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 LatestFiled with the IRS Nov 13, 2025 $286.3M$288.2M−$1.9M$67.5M 990 PDF
FY2023Filed with the IRS Nov 14, 2024 $271.9M$268.6M$3.3M$68.7M 990 PDF
FY2022Filed with the IRS Nov 14, 2023 $248.8M$252.3M−$3.5M$63.7M 990 PDF
FY2021 ViewingFiled with the IRS Nov 14, 2022 $239.5M$235.9M$3.6M$69.0M 990 PDF
FY2020Filed with the IRS Nov 13, 2021 $222.2M$215.0M$7.2M$65.3M 990 PDF

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support J · Pay O · Explanations
See the full FY2021 990 (6 parts)
Part I · Summary $239,490,009 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $4,325,088$654,604
I-9 Program service revenuePrior year $215,692,287$236,148,271
I-10 Investment incomePrior year $527,138$1,458,966
I-11 Other revenuePrior year $1,611,053$1,228,168
I-12 Total revenuePrior year $222,155,566$239,490,009
I-13 Grants and similar amounts paidPrior year $3,183,125$135,265
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $100,923,881$105,751,723
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $110,851,502$130,029,189
I-18 Total expensesPrior year $214,958,508$235,916,177
I-19 Revenue less expensesPrior year $7,197,058$3,573,832
Part VI · Governance 6 of 12 board members independent, 1 to look at
VI-1a Voting members of the governing body12
VI-1b Independent voting members6
VI-2 Family or business relationship among officers or directorsYes
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $239,490,009 across 8 lines filed
VIII-1d Related organizations$439,845
VIII-1f All other contributions, gifts and grants$214,759
VIII-1h Total contributions, gifts and grants$654,604
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $235,297,494 · Unrelated business $850,777$236,148,271
VIII-3 Investment incomeRelated to mission $13,584 · Excluded from tax $801,128$814,712
VIII-7 Net gain or loss on sales of assetsExcluded from tax $644,254$644,254
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $1,228,168$1,228,168
VIII-12 Total revenueRelated to mission $236,539,246 · Unrelated business $850,777 · Excluded from tax $1,445,382$239,490,009
Part IX · Statement of functional expenses $235,916,177 across 19 lines filed
IX-1 Grants to domestic organizationsPrograms $135,265$135,265
IX-5 Pay of current officers, directors and key staffManagement $2,503,355$2,503,355
IX-7 Other salaries and wagesPrograms $55,018,253 · Management $27,469,452$82,487,705
IX-8 Pension plan contributionsPrograms $1,790,290 · Management $893,854$2,684,144
IX-9 Other employee benefitsPrograms $8,468,550 · Management $4,228,168$12,696,718
IX-10 Payroll taxesPrograms $3,588,259 · Management $1,791,542$5,379,801
IX-11a Management feesPrograms $10,758,205$10,758,205
IX-11b Legal feesPrograms −$98,688 · Management $34,974−$63,714
IX-11f Investment management feesPrograms $229,873 · Management $283,941$513,814
IX-11g Other fees for servicesPrograms $4,595,728 · Management $4,631,238$9,226,966
IX-12 Advertising and promotionPrograms $1,123 · Management $73,906$75,029
IX-13 Office expensesPrograms $29,709,419 · Management $445,759$30,155,178
IX-14 Information technologyPrograms $163,103$163,103
IX-16 OccupancyPrograms $2,453,781 · Management $2,362,284$4,816,065
IX-17 TravelPrograms $2,249,217 · Management $139,181$2,388,398
IX-19 Conferences, conventions and meetingsPrograms $5,375 · Management $26,488$31,863
IX-22 Depreciation, depletion and amortizationPrograms $607,471 · Management $322,270$929,741
IX-23 InsurancePrograms $1,092,369$1,092,369
IX-24 Other expenses (24a–d)Programs $69,779,078 · Management $163,094$69,942,172
IX-25 Total functional expensesPrograms $190,546,671 · Management $45,369,506 · Fundraising $0$235,916,177
Part X · Balance sheet $105,258,341 assets, 20 lines filed
X-1 Cash, non-interest-bearingStart of year $20,057,918$14,475,798
X-2 Savings and temporary cash investmentsStart of year $5,513,072$6,689,882
X-4 Accounts receivableStart of year $31,168,135$27,793,721
X-7 Notes and loans receivableStart of year $3,039,714$2,494,554
X-8 Inventories for sale or useStart of year $8,950,121$9,409,508
X-9 Prepaid expenses and deferred chargesStart of year $310,536$420,775
X-10c Land, buildings and equipment, netStart of year $5,869,229$5,767,886
X-11 Publicly traded securitiesStart of year $26,243,285$28,371,466
X-13 Program-related investmentsStart of year $3,911,665$3,801,060
X-15 Other assetsStart of year $6,692,448$6,033,691
X-16 Total assetsStart of year $111,756,123$105,258,341
X-17 Accounts payable and accrued expensesStart of year $14,359,237$16,007,323
X-19 Deferred revenueStart of year $12,628,421$5,587,425
X-24 Unsecured notes and loans payableStart of year $543,072−$164,318
X-25 Other liabilitiesStart of year $18,936,217$14,783,885
X-26 Total liabilitiesStart of year $46,466,947$36,214,315
X-27 Net assets without donor restrictionsStart of year $62,121,353$65,793,322
X-28 Net assets with donor restrictionsStart of year $3,167,823$3,250,704
X-32 Total net assets or fund balancesStart of year $65,289,176$69,044,026
X-33 Total liabilities and net assetsStart of year $111,756,123$105,258,341
Part XI · Reconciliation of net assets $69,044,026 net assets at year end
XI-1 Total revenue$239,490,009
XI-2 Total expenses$235,916,177
XI-3 Revenue less expenses$3,573,832
XI-4 Net assets at start of year$65,289,176
XI-5 Net unrealized gains (losses) on investments$98,137
XI-9 Other changes in net assets$82,881
XI-10 Net assets at end of year$69,044,026

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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