Civic Intelligence

Unitypoint Broadlawns Psychiatry

EIN 83-2074985 • 501(c)3 • Des Moines, IA

Profile

Provide the infrastructure, resources and oversight necessary to support a high quality residency program in psychiatry and the necessary learning environment required to train residents to become psychiatrists who will be highly qualified to either practice in the community or go on to further training in subspecialties.

1415 Woodland Avenue 140Des Moines, IA 50309

www.broadlawns.org/UNITYPOINT/DSMPSYCHRES

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

18th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

19th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

39th percentile

0.0%

Higher net margin than 39% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

38th percentile

0.0%

Faster asset growth than 38% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

76th percentile

29%

Faster revenue growth than 76% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Assets

Flat

$10,000

Flat from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Flat

$10,000

Flat from 2023

Revenue

Down

$2,214,728

Down $14,767 (-0.7%) from 2023

Expenses

Down

$2,214,728

Down $14,767 (-0.7%) from 2023

Net Income

Flat

$0

Flat from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2019: $209,502Liabilities 2019: $199,502Net Assets 2019: $10,0002019Assets 2020: $10,000Liabilities 2020: $0Net Assets 2020: $10,0002020Assets 2021: $10,000Liabilities 2021: $0Net Assets 2021: $10,0002021Assets 2022: $10,000Liabilities 2022: $0Net Assets 2022: $10,0002022Assets 2023: $10,000Liabilities 2023: $0Net Assets 2023: $10,0002023Assets 2024: $10,000Liabilities 2024: $0Net Assets 2024: $10,0002024

Highlighted filing

2024

Assets$10,000
Liabilities$0
Net Assets$10,000

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$3.0M$2.0M$1.0M$0Revenue 2019: $399,004Expenses 2019: $399,004Net Income 2019: $02019Revenue 2020: $1,325,047Expenses 2020: $1,325,047Net Income 2020: $02020Revenue 2021: $1,745,792Expenses 2021: $1,745,792Net Income 2021: $02021Revenue 2022: $2,250,429Expenses 2022: $2,250,429Net Income 2022: $02022Revenue 2023: $2,229,495Expenses 2023: $2,229,495Net Income 2023: $02023Revenue 2024: $2,214,728Expenses 2024: $2,214,728Net Income 2024: $02024

Highlighted filing

2024

Revenue$2,214,728
Expenses$2,214,728
Net Income$0

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Apr 17, 2025
Return Version
2023v6.0
Gross Receipts
$2,214,728
Mission and Program Overview

Mission

Provide the infrastructure, resources and oversight necessary to support a high quality residency program in psychiatry and the necessary learning environment required to train residents to become psychiatrists who will be highly qualified to either practice in the community or go on to further training in subspecialties.

Provide infrastucture, resources & oversight to support psychiatry residency program.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$5,000$5,000→ $0
Pledges and Grants Receivable$5,000$5,000→ $0
Total Assets$10,000$10,000→ $0
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$10,000$10,000→ $0
Total Net Assets Fund Balance$10,000$10,000→ $0
Total Liabilities and Net Assets / Fund Balance$10,000$10,000→ $0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Rebecca Lundquist MdProgram DirectorFT$353,201$60,826$414,027

Board Members and Trustees

NameTitle
Jason Kruse DoBoard Chair (fr 11/23)
Anthony ColemanBoard Chair (to 11/23)
Cynthia Steidl-bishopBoard Member
Dana Danley MdBoard Member
Joshua Rehmann DoBoard Member
Nicholas Galioto MdBoard Member
Jon RozenfeldBoard Member (fr 01/24)
David StarkBoard Member (to 01/24)
William Yost MdInstitutional Official
Revenue and Support

Revenue Composition

Contributions and Grants
$2,120,682
Program Service Revenue
$94,046
Investment Income
$0
Other Revenue
$0
All Other Contributions
$2,120,682
Change in Net Assets
$0
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,151,538
Other Expenses$63,190
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,605,311--$1,605,311
Current Officers, Directors, Trustees, and Key Employees$414,027--$414,027
Other Employee Benefits$132,200--$132,200
Travel$31,380--$31,380
Other Expenses$13,514$15,890-$13,514
Office Expenses$1,333--$1,333
Fees for Services Legal-$1,073-$1,073
Total Functional Expenses$2,197,765$16,963$0$2,214,728
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
Yes
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

Broadlawns medical center, a county agency, and central iowa hospital corporation, a tax-exempt iowa nonprofit corporation, are members. Each agency appoints an equal number of voting board members and the two ex officio, non-voting members (designated institutional official and program director).

Form 990, Part VI, Section A, Line 7A

Broadlawns medical center and central iowa hospital corporation designate representatives to the board of directors.

Form 990, Part VI, Section A, Line 7B

Broadlawns medical center and central iowa hospital corporation must approve amendments to articles and bylaws, and approve dissolutions or merger.

Form 990, Part VI, Section B, Line 11B

The form 990 is prepared by the iowa health system tax services department using information gathered from the financial services and administrative offices of the organization. A draft copy of the return is provided to the executive director for review. Once reviewed a full copy of the form 990 is provided to the board of directors.

Form 990, Part VI, Section B, Line 12C

The duty to identify and disclose potential conflicts of interest is a duty that is ongoing. All officers, directors, key employees and highly compensated employees shall immediately disclose such potential conflict or duality of interest as soon as the interest occurs. Disclosure should be made to the covered person's supervisor, the chief executive officer of the company, or the board chair of the company, as applicable.

Form 990, Part VI, Section B, Line 15A

The organization reimburses a separate entity for the program director's salary. This salary is based upon the comparison of like positions and markets across the state.

Form 990, Part VI, Section C, Line 19

The organization's articles of incorporation are available through the secretary of state's office. Other governing documents may be available upon request. The organization will provide copies of its conflict of interest policy and financial statements to the public upon request.

Filing and Contact Details

Filer

Filer Name
Unitypoint Broadlawns Psychiatry
EIN
83-2074985
Phone
5152416266
Address
1415 WOODLAND AVENUE 140, DES MOINES, IA 50309

Signing Officer

Name
William Yost Md
Title
Institutional Official
Phone
5152416266
Signed
2025-04-17

Organization Details

Principal Officer
Jason Kruse Do
Formed
2018
Legal Domicile
Ia
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
6
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0353201
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt031152
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt028115
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt01559
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0REBECCA LUNDQUIST MD
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PROGRAM DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0414027
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0BROADLAWNS MEDICAL CENTER PAYS COMPENSATION TO REBECCA LUNDQUIST, MD. UNITYPOINT BROADLAWNS PSYCHIATRY EDUCATION FOUNDATION REIMBURSES COMPENSATION EXPENSE TO BROADLAWNS MEDICAL CENTER IN THE AMOUNT OF $353,201 BASE COMPENSATION, $1,559 OTHER COMPENSATION, $31,152 DEFERRED COMPENSATION AND $28,115 FOR NONTAXABLE BENEFITS.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VII, LINE 5 - COMPENSATION FROM UNRELATED ORGANIZATION
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BROADLAWNS MEDICAL CENTER, A COUNTY AGENCY, AND CENTRAL IOWA HOSPITAL CORPORATION, A TAX-EXEMPT IOWA NONPROFIT CORPORATION, ARE MEMBERS. EACH AGENCY APPOINTS AN EQUAL NUMBER OF VOTING BOARD MEMBERS AND THE TWO EX OFFICIO, NON-VOTING MEMBERS (DESIGNATED INSTITUTIONAL OFFICIAL AND PROGRAM DIRECTOR).
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BROADLAWNS MEDICAL CENTER AND CENTRAL IOWA HOSPITAL CORPORATION DESIGNATE REPRESENTATIVES TO THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BROADLAWNS MEDICAL CENTER AND CENTRAL IOWA HOSPITAL CORPORATION MUST APPROVE AMENDMENTS TO ARTICLES AND BYLAWS, AND APPROVE DISSOLUTIONS OR MERGER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FORM 990 IS PREPARED BY THE IOWA HEALTH SYSTEM TAX SERVICES DEPARTMENT USING INFORMATION GATHERED FROM THE FINANCIAL SERVICES AND ADMINISTRATIVE OFFICES OF THE ORGANIZATION. A DRAFT COPY OF THE RETURN IS PROVIDED TO THE EXECUTIVE DIRECTOR FOR REVIEW. ONCE REVIEWED A FULL COPY OF THE FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE DUTY TO IDENTIFY AND DISCLOSE POTENTIAL CONFLICTS OF INTEREST IS A DUTY THAT IS ONGOING. ALL OFFICERS, DIRECTORS, KEY EMPLOYEES AND HIGHLY COMPENSATED EMPLOYEES SHALL IMMEDIATELY DISCLOSE SUCH POTENTIAL CONFLICT OR DUALITY OF INTEREST AS SOON AS THE INTEREST OCCURS. DISCLOSURE SHOULD BE MADE TO THE COVERED PERSON'S SUPERVISOR, THE CHIEF EXECUTIVE OFFICER OF THE COMPANY, OR THE BOARD CHAIR OF THE COMPANY, AS APPLICABLE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION REIMBURSES A SEPARATE ENTITY FOR THE PROGRAM DIRECTOR'S SALARY. THIS SALARY IS BASED UPON THE COMPARISON OF LIKE POSITIONS AND MARKETS ACROSS THE STATE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE ORGANIZATION'S ARTICLES OF INCORPORATION ARE AVAILABLE THROUGH THE SECRETARY OF STATE'S OFFICE. OTHER GOVERNING DOCUMENTS MAY BE AVAILABLE UPON REQUEST. THE ORGANIZATION WILL PROVIDE COPIES OF ITS CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt010000
IRS990/TotalAssetsEOYAmt010000
IRS990/TotalAssetsGrp/BOYAmt010000
IRS990/TotalAssetsGrp/EOYAmt010000
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt02120682
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt016963
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02197765
IRS990/TotalFunctionalExpensesGrp/TotalAmt02214728
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt010000
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt010000
IRS990/TotalOtherCompensationAmt059267
IRS990/TotalProgramServiceExpensesAmt02197765
IRS990/TotalProgramServiceRevenueAmt094046
IRS990/TotalReportableCompFromOrgAmt0354760
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt094046
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02214728
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt06
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt010000
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt010000
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt031380
IRS990/TravelGrp/TotalAmt031380
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01415 WOODLAND AVENUE 140
IRS990/USAddress/CityNm0DES MOINES
IRS990/USAddress/StateAbbreviationCd0IA
IRS990/USAddress/ZIPCd050309
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0WWW.BROADLAWNS.ORG/UNITYPOINT/DSMPSYCHRES
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM YOST MD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0INSTITUTIONAL OFFICIAL
ReturnHeader/BusinessOfficerGrp/PhoneNum05152416266
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UNITYPOINT BROADLAWNS PSYCHIATRY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0EDUCATION FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0UNIT
ReturnHeader/Filer/EIN0832074985
ReturnHeader/Filer/PhoneNum05152416266
ReturnHeader/Filer/USAddress/AddressLine1Txt01415 WOODLAND AVENUE 140
ReturnHeader/Filer/USAddress/CityNm0DES MOINES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd050309
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/ReturnTs02025-04-22T11:01:35-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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