2024-02-23T10:08:35-06:00 2023-06-30 471019942 CREATIVE PLANNING TAX LLC PO BOX 2100 WATERLOO IA 507042100 990 2022-07-01 421407566 UNITED COMMUNITY SERVICES INC UNIT 5152803860 1300 WOODLAND AVE WEST DES MOINES IA 50265 JEN PEARSON CEO 5152803860 2024-02-22 1 JEN PEARSON XXX-XX-XXXX 1 BRIAN ARONSON CPA P01425251 3192346885 2024-02-22 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z UCS HEALTHCARE JEN PEARSON 1300 WOODLAND AVE WEST DES MOINES IA 50265 17502783 0 X WWW.UCSONLINE.ORG X 1999 IA PROVIDE COMPREHENSIVE HEALTH CARE SERVICES. 6 6 161 6 0 0 1419302 2776083 13045558 13846096 4102 -96887 15889 17822 14484851 16543114 0 0 0 0 8066075 9323867 0 0 0 5503301 6434811 13569376 15758678 915475 784436 13692066 14556062 2859374 2884810 10832692 11671252 X DELIVER COMPREHENSIVE HEALTH CARE SERVICES THAT CREATE RENEWED HOPE FOR HEALING AND LIFELONG WELL BEING. 0 0 7853386 10494390 PROVIDED TREATMENT FOR ADDICTED INDIVIDUALS WHO HAVE BEEN PRESCRIBED METHADONE OR OTHER MEDICATION BY A DOCTOR THROUGH METHADONE/SUBOXONE DISPENSING, COUNSELING AND URINALYSIS. APPROXIMATELY 275,200 METHADONE DOSES AND 54,900 SUBOXONE DOSES WERE DISPENSED IN FY23. 4133867 2545908 PROVIDED TREATMENT FOR PERSONS WHO HAVE BEEN REFERRED THROUGH THE CORRECTIONS SYSTEM OR VOLUNTARILY ENTER THE OUTPATIENT DRUG AND ALCOHOL TREATMENT PROGRAM. APPROXIMATELY 5,200 PERSONS WERE TREATED UNDER THIS PROGRAM IN FY23. 1575711 411418 THE PHYSICALL HEALTH PROGRAM IS A FULL-SERVICE MEDICAL PRACTICE SPECIALIZING IN ACCESSIBLE, HOLISTIC CARE FOR ALL INDIVIDUALS AND THEIR FAMILY MEMBERS. APPROXIMATELY 4,700 PERSONS WERE TREATED UNDER THIS PROGRAM IN FY23. 86123 412202 PROVIDED COUNSELING FOR PARTICIPANTS REFERRED BY THE CORRECTIONS SYSTEM FOR THE CASUAL USER WHO HAS BEEN CAUGHT AND URINALYSIS FOR PERSONS REQUESTING THE SERVICE.PROVIDE AFTER-SCHOOL OPPORTUNITIES FOR MIDDLE SCHOOL GIRLS INCLUDING SESSIONS ON HEALTH AND WELLNESS, EDUCATIONAL DEVELOPMNET AND FINANCIAL LITERACY. 86123 412202 13649087 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 0 1 0 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 0 0 0 0 1 21 0 1 161 1 0 0 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 X THE ORGANIZATION 5152803860 1300 WOODLAND AVE WEST DES MOINES IA 50265 JEN PEARSON CEO 40.00 X 132958 0 24296 JERRI FERSTL CFO (THRU DEC 2023) 40.00 X 96293 0 14798 JOSHUA TESSIER CHIEF MEDICAL OFFICER 40.00 X 255955 0 27257 FRANK FILIPPELLI MEDICAL DIRECTOR - MAT 40.00 X 166694 0 18645 RACHEL MACK NURSE PRACTITIONER 40.00 X 160922 0 15316 TRACY GUTHRIE NURSE PRACTITIONER 40.00 X 108989 0 15927 SARAH FETT NURSE PRACTITIONER 40.00 X 106085 0 11990 KATHLEEN MASTERPOLE CHAIR 2.00 X X 0 0 0 LORNA GARCIA VICE-CHAR 2.00 X X 0 0 0 DOMINIC ANANIA SECRETARY 2.00 X X 0 0 0 JENNIFER COOPER DIRECTOR 0.50 X 0 0 0 THERESA RADEMACKER DIRECTOR 0.50 X 0 0 0 HELEN EDDY DIRECTOR 0.50 X 0 0 0 1027896 0 128229 7 0 1 0 EMPLOYEE & FAMILY RESOURCES INC 606 FIFTH AVENUE STE 600 DES MOINES IA 50309 SUBCONTRACTED PATIENT SERVICES 1015470 AUREON TECHNOLOGY 7760 OFFICE PLAZA DR S WEST DES MOINES IA 50266 MANAGED FIREWALL 295000 WAYSTAR 111 N CANAL ST CHICAGO IL 60606 BILLING SERVICES 167780 3 2756840 19243 2776083 CLIENT FEES 621400 13466966 13466966 BILLING SERVICES 561499 379130 379130 13846096 89877 89877 772905 959669 -186764 -186764 -186764 17822 17822 17822 16543114 13863918 0 -96887 X 264489 15879 248610 7508561 6744568 763993 146671 93216 53455 830680 739615 91065 573466 506637 66829 17255 17255 48149 48149 1761229 1669652 91577 142182 92953 49229 196578 145499 51079 320627 123854 196773 360705 255507 105198 137371 94077 43294 23097 14932 8165 62279 40105 22174 211687 136318 75369 45821 32817 13004 PHARMACY SUPPLIES 2822296 2822296 285535 121162 164373 15758678 13649087 2109591 0 2172239 45317 2065809 5150586 808471 936686 1838116 2255174 152059 155668 76227 167895 5758388 1126103 5567889 4632285 120000 120000 891256 1092451 13692066 14556062 1374983 1330466 1453531 1391755 30860 162589 2859374 2884810 X 10832692 10975905 695347 10832692 11671252 13692066 14556062 X 784436 54124 X 0 1 X 1 1 1 X 1563029 1038980 2735985 1419302 2776083 9533379 7551480 12418167 11792262 13045558 13846096 58653563 9114509 13457147 14528247 14464860 16622179 68186942 0 0 0 68186942 936 4872 9871 4102 89877 109658 936 4872 9871 4102 89877 109658 33251 82307 115558 6728 29059 15889 17822 69498 9155424 13544326 14567177 14484851 16729878 68481656 0.99570 0.99650 0.00160 0.00040 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2018 AMOUNT: $ 6,728. 2020 AMOUNT: $ 29,059. 2021 AMOUNT: $ 15,889. 2022 AMOUNT: $ 17,822. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 891256 54124 945380 1000000 -108744 891256 1.00000 1 0 760000 760000 3308736 275097 3033639 63317 43828 19489 976284 567128 409156 650051 240050 410001 4632285 BENEFICIAL INTEREST IN COMMUNITY FOUNDATION 945380 RIGHT OF USE ASSETS 147071 1092451 LEASE OBLIGATIONS 162589 162589 16597238 54124 54124 16543114 0 16543114 15758678 0 15758678 0 15758678 PART V, LINE 4: THE ENDOWMENT FUND REPRESENTS AMOUNTS HELD BY A COMMUNITY FOUNDATION FOR THE ORGANIZATION. THE FUND CAN BE USED FOR OPERATING PURPOSES. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF BENEFICIAL INTEREST 54,124. X X X X 0 0 0 0 0 0 0 0 0 JEN PEARSON CEO 132417 0 541 0 0 0 5824 0 18472 0 157254 0 0 0 JOSHUA TESSIER CHIEF MEDICAL OFFICER 240448 0 15507 0 0 0 0 0 27257 0 283212 0 0 0 FRANK FILIPPELLI MEDICAL DIRECTOR - MAT 166153 0 541 0 0 0 2929 0 15716 0 185339 0 0 0 RACHEL MACK NURSE PRACTITIONER 160381 0 541 0 0 0 6463 0 8853 0 176238 0 0 0 PART I, LINE 3 THE BOARD OF DIRECTORS APPOINTS A HIRING COMMITTEE WHO COMPARES SALARIES OF SIMILAR CHIEF EXECUTIVE OFFICER POSITIONS IN THE AREA. COMPARABLE DATA IS ALSO GARNERED FROM PUBLICLY AVAILABLE FORM 990'S FOR COMPARABLE ORGANIZATIONS AND THROUGH THE PUBLISHED SALARIES OF STATE EMPLOYEES. THE HIRING COMMITTEE MAKES A RECOMMENDATION TO THE BOARD OF DIRECTORS WHO DETERMINE THE SALARY OF THE CHIEF EXECUTIVE OFFICER. ADMINISTRATIVE SALARIES ARE DETERMINED BY THE GOVERNING BODY WITH A DELIBERATE APPRAISAL OF THE PREVIOUSLY STATED INFORMATION, ALONG WITH JOB PERFORMANCE EVALUATIONS. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B A DETAILED REVIEW OF THE FORM 990 IS PERFORMED BY THE CEO AND CFO. A COPY OF THE FORM 990 IS PROVIDED TO EACH BOARD MEMBER FOR THEIR REVIEW PRIOR TO ITS FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CORPORATE COMPLIANCE DOCUMENT IS REVIEWED AND DISCUSSED BY THE GOVERNING BODY AT LEAST ANNUALLY AS PART OF THE POLICIES AND PROCEDURES REVIEW. THE POLICY IS MONITORED BY REVIEWING THE BOARD MEETING MATERIAL AND, IF APPROPRIATE, THE BOARD MEMBER WILL REFRAIN FROM DISCUSSION AND ABSTAIN FROM VOTING. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS APPOINTS A HIRING COMMITTEE WHO COMPARES SALARIES OF SIMILAR CHIEF EXECUTIVE OFFICER POSITIONS IN THE AREA. COMPARABLE DATA IS ALSO GARNERED FROM PUBLICLY AVAILABLE FORM 990'S FOR COMPARABLE ORGANIZATIONS AND THROUGH THE PUBLISHED SALARIES OF STATE EMPLOYEES. THE HIRING COMMITTEE MAKES A RECOMMENDATION TO THE BOARD OF DIRECTORS WHO DETERMINE THE SALARY OF THE CHIEF EXECUTIVE OFFICER. ADMINISTRATIVE SALARIES ARE DETERMINED BY THE GOVERNING BODY WITH A DELIBERATE APPRAISAL OF THE PREVIOUSLY STATED INFORMATION, ALONG WITH JOB PERFORMANCE EVALUATIONS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. FORM 990, PART IX, LINE 11G IBHN FEES: PROGRAM SERVICE EXPENSES 12,868. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 12,868. CERTIFICATION: PROGRAM SERVICE EXPENSES 18,838. MANAGEMENT AND GENERAL EXPENSES 5,544. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 24,382. CONTRACT LABOR: PROGRAM SERVICE EXPENSES 1,637,946. MANAGEMENT AND GENERAL EXPENSES 86,033. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,723,979. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF BENEFICIAL INTEREST 54,124.