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Nonprofiteer
← THE CARLE FOUNDATION HOSPITAL

Form 990 for tax year 2023

Filed by THE CARLE FOUNDATION HOSPITAL.

Totals

Total revenue
$1,415,874,416
Total expenses
$1,120,213,891
Contributions and grants received
$10,213,173
Grants paid
$961,102
Program service revenue
$1,398,587,179
Investment income
$261,942
Other revenue
$6,812,122
Total assets, end of year
$648,066,880
Total liabilities, end of year
$153,243,286
Net assets or fund balances, end of year
$494,823,594
Program services expenses (Part IX)
$1,098,908,304
Management and general expenses
$21,305,587
Fundraising expenses
$0
Program service expenses (Part III)
$1,098,908,304

Program services were 98.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1d · Related organizations

    $5,185,653

  • 1e · Government grants (contributions)

    $4,593,102

  • 1f · All other contributions, gifts and grants

    $434,418

  • 1g · Noncash contributions included above

    $398,859

  • 2a · Program service revenue: Net Patient Care

    total $1,394,653,777 · related or exempt $1,384,320,080 · unrelated business $10,333,697

  • 2b · Program service revenue: Net Patient Care - ASC

    total $3,933,402 · related or exempt $3,933,402

  • 2f · All other program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $12,144 · excluded $12,144

  • 6a · Gross rents

    personal property $10,915,988

  • 6b · Less rental expenses

    personal property $8,012,438

  • 6c · Rental income or loss

    real property $0 · personal property $2,903,550

  • 6d · Net rental income or loss

    total $2,903,550 · unrelated business $2,903,550

  • 7a · Gross sales of assets other than inventory

    other assets $758,398

  • 7b · Less cost or other basis and sales expenses

    other assets $508,600

  • 7c · Gain or loss

    securities $0 · other assets $249,798

  • 7d · Net gain or loss

    total $249,798 · unrelated business -$223,701 · excluded $473,499

  • 10a · Gross sales of inventory

    $16,492,639

  • 10b · Cost of goods sold

    $20,418,391

  • 10c · Net income from sales of inventory

    total -$3,925,752 · related or exempt $14,919 · unrelated business -$3,940,671

  • 11a · Other revenue: INTERNAL MANAGEMENT FEES

    total $6,192,979 · related or exempt $5,770,953 · unrelated business $422,026

  • 11b · Other revenue: CLINICAL TRIALS/REF LAB REVENUE

    total $1,187,684 · related or exempt $1,081,141 · unrelated business $106,543

  • 11c · Other revenue: CAOS TUITION

    total $124,164 · related or exempt $124,164 · unrelated business $0

  • 11d · All other revenue

    total $329,497 · related or exempt $321,617 · unrelated business $7,880 · excluded $0

  • 11e · Other revenue, total

    $7,834,324

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $961,102 · program services $961,102

  • 7 · Other salaries and wages

    total $299,765,658 · program services $294,292,934 · management and general $5,472,724

  • 8 · Pension plan contributions

    total $4,311,115 · program services $4,279,445 · management and general $31,670

  • 9 · Other employee benefits

    total $35,867,977 · program services $35,144,143 · management and general $723,834

  • 10 · Payroll taxes

    total $21,932,750 · program services $21,529,423 · management and general $403,327

  • 11d · Fees: lobbying

    total $87,373 · management and general $87,373

  • 11g · Fees: other

    total $110,837,091 · program services $108,126,008 · management and general $2,711,083 · fundraising $0

  • 12 · Advertising and promotion

    total $29,079 · management and general $29,079

  • 13 · Office expenses

    total $15,435,458 · program services $13,412,412 · management and general $2,023,046

  • 14 · Information technology

    total $8,049,311 · program services $7,914,782 · management and general $134,529

  • 16 · Occupancy

    total $54,239,447 · program services $51,673,075 · management and general $2,566,372

  • 17 · Travel

    total $1,281,612 · program services $1,237,935 · management and general $43,677

  • 19 · Conferences, conventions and meetings

    total $439,511 · program services $436,022 · management and general $3,489

  • 20 · Interest

    total $15,648 · program services $13,504 · management and general $2,144

  • 22 · Depreciation, depletion and amortization

    total $19,320,321 · program services $19,234,551 · management and general $85,770

  • 23 · Insurance

    total $6,099,274 · program services $5,820,247 · management and general $279,027

  • 24a · Other expenses: PATIENT CARE SUPPLIES

    total $289,986,438 · program services $289,986,438

  • 24b · Other expenses: INTERNAL MANAGEMENT FEES

    total $212,015,857 · program services $206,826,115 · management and general $5,189,742

  • 24c · Other expenses: Provider Assessment Tax & Other Taxes

    total $36,769,296 · program services $36,029,754 · management and general $739,542

  • 24d · Other expenses: Non-Physician Recruitment

    total $1,721,045 · program services $1,693,295 · management and general $27,750

  • 24e · All other expenses

    total $1,048,528 · program services $297,119 · management and general $751,409 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $17,877 · end of year $31,217

  • 4 · Accounts receivable

    beginning of year $100,064,818 · end of year $139,909,018

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $9,489,261 · end of year $5,945,698

  • 9 · Prepaid expenses and deferred charges

    beginning of year $17,192,385 · end of year $18,076,063

  • 10a · Land, buildings and equipment: cost or other basis

    $287,047,763

  • 10b · Land, buildings and equipment: accumulated depreciation

    $204,652,609

  • 10c · Land, buildings and equipment, net

    beginning of year $88,697,628 · end of year $82,395,154

  • 12 · Investments: other securities

    beginning of year $0

  • 13 · Investments: program-related

    beginning of year $0

  • 15 · Other assets

    beginning of year $255,859,914 · end of year $401,709,730

  • 17 · Accounts payable and accrued expenses

    beginning of year $113,367,897 · end of year $92,796,868

  • 19 · Deferred revenue

    beginning of year $184,067 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $114,816,026 · end of year $60,446,418

  • 27 · Net assets without donor restrictions

    beginning of year $242,953,893 · end of year $494,823,594

Mission and programs · 2023

Mission

THE CARLE FOUNDATION HOSPITAL'S MISSION IS TO SERVE PEOPLE THROUGH HIGH QUALITY CARE, MEDICAL RESEARCH, AND EDUCATION. HEALTH CARE SERVICES ARE PROVIDED TO INDIVIDUALS IN THE COMMUNITY REGARDLESS OF ABILITY TO PAY.

  • SERVING PEOPLE THROUGH HIGH QUALITY MEDICAL CARE, THE CARLE FOUNDATION HOSPITAL IS AN ILLINOIS NOT-FOR-PROFIT CORPORATION ESTABLISHED FOR THE PURPOSE OF OPERATING THE CARLE FOUNDATION'S 453-LICENSED BED HOSPITAL AND RELATED FACILITIES AND, CONDUCTING PATIENT CARE RELATED ACTIVITIES OF THE FOUNDATION. THE HOSPITAL, A LEVEL ONE TRAUMA CENTER, OFFERS A FULL RANGE OF INPATIENT AND OUTPATIENT DIAGNOSTIC AND THERAPEUTIC SERVICES FOR MEDICAL, SURGICAL, OBSTETRICAL AND GYNECOLOGICAL PATIENTS. THE HOSPITAL PROVIDES VARIOUS ANCILLARY SUPPORT SERVICES TO BOTH INPATIENTS AND OUTPATIENTS SUCH AS AUTOPSY, BLOOD BANK, EMERGENCY SERVICES, RESPIRATORY THERAPY, OPERATING ROOM, OCCUPATIONAL THERAPY, PASTORAL COUNSELING, SOCIAL SERVICES, PHARMACY AND PHYSICAL THERAPY. THE CARLE FOUNDATION HOSPITAL'S MISSION IS TO SERVE PEOPLE THROUGH HIGH QUALITY CARE, MEDICAL RESEARCH AND EDUCATION. WE MAKE SURE THOSE WHO NEED CARE, GET CARE, WHETHER OR NOT THEY CAN PAY. THROUGH OUR COMMUNITY CARE DISCOUNT PROGRAM FOR HOSPITAL SERVICES AND OUR PARTNERSHIPS WITH AREA HEALTH AGENCIES, ACCESS TO DENTAL, VISION AND GENERAL HEALTHCARE HAS BEEN IMPROVED FOR THOSE WHO ARE STRUGGLING FINANCIALLY. AS THE SECOND TENET IN OUR MISSION, RESEARCH GIVES US TOMORROW'S ANSWERS, TODAY. IN COLLABORATION WITH THE UNIVERSITY OF ILLINOIS SCIENTISTS AND THE CARLE PHYSICIAN GROUP PHYSICIANS, WE ARE TURNING THE LATEST MEDICAL KNOWLEDGE INTO PRACTICAL APPLICATIONS FOR THE BEDSIDE. IN 2023, CLINICIANS, RESEARCHERS, AND STUDENTS WORKED ON OVER 440 CLINICAL RESEARCH STUDIES, A 50% INCREASE SINCE 2017. MORE THAN 3,500 PATIENTS PARTICIPATED, INCLUDING MORE THAN 1,400 NEW PARTICIPANTS, WHICH INCLUDE EXPANSION OF CLINICAL RESEARCH TO CARLE HEALTH HOSPITALS IN BLOOMINGTON-NORMAL AND PEORIA. RESEARCHERS WORKING AT CARLE PRODUCED OVER 200 RESEARCH PUBLICATIONS IN 2023, A TWOFOLD INCREASE SINCE 2020. THE SIEMENS 7 TESLA MRI SYSTEM OWNED BY CARLE AND THE UNIVERSITY OF ILLINOIS AT URBANA CHAMPAIGN (UIUC) REMAINS THE ONLY 7T MRI SYSTEM APPROVED FOR CLINICAL USE IN THE STATE OF ILLINOIS. FOR THE COMMUNITY, WE OFFER A MYRIAD OF OPPORTUNITIES LIKE BABYSITTING CERTIFICATION AND NEW DAD COURSES, ALONG WITH FREE CPR AND FIRST AID CLASSES. FOR OUR PROFESSIONALS, WE HAVE CONTINUING EDUCATION COURSES, THREE LEVELS OF MANAGEMENT TRAINING CLASSES AND COURSES FOR PHYSICIAN LEADERS. THE CARLE FOUNDATION HOSPITAL'S CONTINUED SUCCESS IS ROOTED IN OUR ABILITY TO ADAPT TO A CHANGING HEALTHCARE ENVIRONMENT, PLAN DILIGENTLY FOR OUR FUTURE AND MAINTAIN A COMMITMENT TO OUR PATIENTS AND COMMUNITY. NOT-FOR-PROFIT HOSPITALS HAVE A LONG STANDING PRACTICE OF PROVIDING SUPPORT, DONATIONS AND SERVICES TO THEIR COMMUNITIES. THIS STEMS NOT FROM ECONOMIC OPPORTUNITY, BUT RATHER FROM A RESPONSIBILITY TO ADDRESS AND IMPROVE THE HEALTH OF ALL THE PEOPLE THEY SERVE. AT THE CARLE FOUNDATION HOSPITAL, WE ALSO BELIEVE THAT WE HAVE AN OBLIGATION TO GENEROUSLY GIVE BACK TO OUR COMMUNITY IN EXCHANGE FOR OUR TAX EXEMPTION. ALL OF THESE FACTORS LEAD TO THE CARLE FOUNDATION HOSPITAL BEING A CHAMPION OF ACCESS TO HEALTHCARE AND A PILLAR OF COMMUNITY SUPPORT. COMMUNITY BENEFIT PROGRAMS ARE BASED ON ASSESSED NEEDS AND DESIGNED TO IMPROVE THE HEALTH OF THOSE WHO LIVE AND WORK IN OUR AREA, WITH A FOCUS ON SERVING THOSE LESS FORTUNATE. AREAS OF COMMUNITY BENEFIT INCLUDE: HOSPITAL SERVICES THAT OPERATE AT A LOSS, CASH AND IN-KIND DONATIONS, TRANSLATIONAL RESEARCH, COMMUNITY EDUCATION, COMMUNITY-BUILDING ACTIVITIES AND WORKFORCE DEVELOPMENT. THE CARLE FOUNDATION HOSPITAL STRIVES TO ELIMINATE BARRIERS THAT KEEP AREA RESIDENTS FROM RECEIVING THE CARE THEY NEED. THE CARLE FOUNDATION HOSPITAL'S COMMUNITY CARE DISCOUNT PROGRAM IS ONE OF THE MOST GENEROUS FINANCIAL ASSISTANCE DISCOUNT PROGRAMS IN THE COUNTRY. WE WANT TO MAKE SURE THAT THE PEOPLE WHO QUALIFY KNOW ABOUT THEIR OPTIONS. OUR ADVERTISING THROUGHOUT THE REGION IS TARGETED TO REACH PEOPLE WHO QUALIFY SO THEY ARE AWARE FINANCIAL ASSISTANCE IS AVAILABLE. AS A NOT-FOR-PROFIT HOSPITAL, IT IS OUR OBLIGATION TO REACH OUT TO THOSE WHO CANNOT AFFORD HEALTHCARE.

    Expenses $1,056,364,094 · Grants $961,102 · Revenue $1,405,397,894

  • Withheld by Nonprofiteer: this text may name a private individual.

    Expenses $32,894,101

  • THE CARLE COMMUNITY CARE DISCOUNT PROGRAM (FINANCIAL ASSISTANCE): AS A TAX-EXEMPT ORGANIZATION, THE CARLE FOUNDATION HOSPITAL PROVIDES CARE TO PATIENTS REGARDLESS OF THEIR ABILITY TO PAY FOR THAT CARE OR SOURCE OF PAYMENT. WE ALSO RECOGNIZE THAT SOME PATIENTS NEED HELP TO PAY THEIR BILLS. THE CARLE FOUNDATION HOSPITAL'S COMMUNITY CARE DISCOUNT PROGRAM (FINANCIAL ASSISTANCE) PROVIDES DISCOUNTS OR FREE CARE TO THOSE WHO NEED IT. OUR COMMUNITY CARE DISCOUNT PROGRAM IS CONTINUALLY EVALUATED AND MANAGED AS NEEDED TO MEET THE NEEDS OF OUR COMMUNITY. EVALUATION INVOLVES INPUT FROM ADMINISTRATIVE LEADERS, PATIENT ACCOUNTS STAFF, LOCAL CONSUMER ADVOCACY GROUPS, AND PATIENTS. DURING 2023, FINANCIAL ASSISTANCE ALONE FOR HOSPITAL PATIENTS TOTALED $12,843,574 AT COST.

    Expenses $9,650,109 · Revenue $502,079

As filed on the 2023 return. A text marked withheld matched a screen for wording that may name a private individual, such as an honorific or "in memory of". Most of what it withholds names no one; it is withheld so that what does is never shown.

Listed in Part VII

  • Karl Appelquist

    Immediate Past Chair THRU 03/31/2023

    Total calculated
    $0
    Hours/week
    1 + 4.3 related

  • Kelly Cunningham MD

    Secretary/Treasurer BEG 04/01/2023

    Total calculated
    $601,023
    From this org
    $0
    From related orgs
    $587,801
    Other
    $13,222
    Hours/week
    39 + 1 related

    Schedule J breakdown matched by us

    Base
    $0 + $532,271 related
    Bonus
    $0 + $28,313 related
    Other
    $0 + $27,217 related
    Deferred
    $0 + $6,600 related
    Nontaxable benefits
    $0 + $6,622 related
    Filer's total
    $0 + $601,023 related

  • Mark Czys

    Vice Chair THRU 03/31/2023

    Total calculated
    $0
    Hours/week
    1 + 6.5 related

  • Martin O'Donnell

    Vice Chair BEG 04/01/2023

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Meredith Mills

    Chair BEG 04/01/2023

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Michael Devocelle

    Trustee THRU 03/31/2023

    Total calculated
    $0
    Hours/week
    1 + 5.5 related

  • Paul Tucker PhD

    Chair THRU 03/31/2023

    Total calculated
    $0
    Hours/week
    1 + 6 related

  • Uretz Oliphant MD

    Secretary/Treasurer THRU 03/31/2023

    Total calculated
    $625,566
    From this org
    $0
    From related orgs
    $589,881
    Other
    $35,685
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $563,944 related
    Bonus
    $0
    Other
    $0 + $25,937 related
    Deferred
    $0 + $16,500 related
    Nontaxable benefits
    $0 + $19,185 related
    Filer's total
    $0 + $625,566 related

  • Aja Lystila MD

    Trustee THRU 03/31/2023 - PHYSICIAN

    Total calculated
    $441,082
    From this org
    $0
    From related orgs
    $406,916
    Other
    $34,166
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $336,287 related
    Bonus
    $0 + $67,393 related
    Other
    $0 + $3,236 related
    Deferred
    $0 + $6,600 related
    Nontaxable benefits
    $0 + $27,566 related
    Filer's total
    $0 + $441,082 related

  • Caleb Miller

    Trustee & SVP, Surgical Services & Ambulatory Care

    Total calculated
    $778,899
    From this org
    $0
    From related orgs
    $654,000
    Other
    $124,899
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $427,754 related
    Bonus
    $0 + $63,119 related
    Other
    $0 + $163,127 related
    Deferred
    $0 + $96,647 related
    Nontaxable benefits
    $0 + $28,252 related
    Filer's total
    $0 + $778,899 related

  • Dennis Hesch

    Officer - EVP, Chief Finance & Strategy Officer

    Total calculated
    $1,762,884
    From this org
    $0
    From related orgs
    $1,395,995
    Other
    $366,889
    Hours/week
    3 + 37 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,104,200 related
    Bonus
    $0 + $262,608 related
    Other
    $0 + $29,187 related
    Deferred
    $0 + $346,286 related
    Nontaxable benefits
    $0 + $20,603 related
    Filer's total
    $0 + $1,762,884 related

  • Elizabeth Angelo DNPRN-BC

    Ex Officio, Non-Voting // Officer - President, CHER // CNO

    Total calculated
    $817,933
    From this org
    $0
    From related orgs
    $722,013
    Other
    $95,920
    Hours/week
    36 + 4 related

    Schedule J breakdown matched by us

    Base
    $0 + $540,222 related
    Bonus
    $0 + $75,108 related
    Other
    $0 + $106,683 related
    Deferred
    $0 + $64,797 related
    Nontaxable benefits
    $0 + $31,123 related
    Filer's total
    $0 + $817,933 related

  • James C Leonard MD

    Ex-Officio, Officer - President & CEO

    Total calculated
    $5,726,886
    From this org
    $0
    From related orgs
    $5,690,001
    Other
    $36,885
    Hours/week
    0.5 + 39.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,690,975 related
    Bonus
    $0 + $443,047 related
    Other
    $0 + $3,555,979 related
    Deferred
    $0 + $16,500 related
    Nontaxable benefits
    $0 + $20,385 related
    Filer's total
    $0 + $5,726,886 related

  • Matthew Kolb JDMHA

    Officer - President, Carle Health Regions // EVP, Chief Operating Officer

    Total calculated
    $1,930,637
    From this org
    $0
    From related orgs
    $1,567,332
    Other
    $363,305
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,092,613 related
    Bonus
    $0 + $219,047 related
    Other
    $0 + $255,672 related
    Deferred
    $0 + $335,494 related
    Nontaxable benefits
    $0 + $27,811 related
    Filer's total
    $0 + $1,930,637 related

  • Napoleon Knight MD MBA

    Officer - EVP, Chief Medical Officer

    Total calculated
    $1,056,334
    From this org
    $0
    From related orgs
    $940,875
    Other
    $115,459
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $775,491 related
    Bonus
    $0 + $136,231 related
    Other
    $0 + $29,153 related
    Deferred
    $0 + $103,114 related
    Nontaxable benefits
    $0 + $12,345 related
    Filer's total
    $0 + $1,056,334 related

  • Blair Rowitz MD

    Associate Chief Medical Officer, Surgical Services

    Total calculated
    $741,986
    From this org
    $0
    From related orgs
    $704,507
    Other
    $37,479
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    $0 + $625,579 related
    Bonus
    $0 + $57,491 related
    Other
    $0 + $21,437 related
    Deferred
    $0 + $6,600 related
    Nontaxable benefits
    $0 + $30,879 related
    Filer's total
    $0 + $741,986 related

  • David Chan MD

    Associate Chief Medical Director, Acute Care & Children's Services

    Total calculated
    $606,043
    From this org
    $0
    From related orgs
    $580,503
    Other
    $25,540
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    $0 + $490,936 related
    Bonus
    $0 + $63,580 related
    Other
    $0 + $25,987 related
    Deferred
    $0 + $6,600 related
    Nontaxable benefits
    $0 + $18,940 related
    Filer's total
    $0 + $606,043 related

  • Dawn Walden

    SVP, Chief Revenue Cycle Officer

    Total calculated
    $668,414
    From this org
    $0
    From related orgs
    $568,121
    Other
    $100,293
    Hours/week
    16 + 24 related

    Schedule J breakdown matched by us

    Base
    $0 + $391,610 related
    Bonus
    $0 + $52,955 related
    Other
    $0 + $123,556 related
    Deferred
    $0 + $77,522 related
    Nontaxable benefits
    $0 + $22,771 related
    Filer's total
    $0 + $668,414 related

  • Issam Moussa MD

    MEDICAL DIRECTOR

    Total calculated
    $814,026
    From this org
    $0
    From related orgs
    $807,426
    Other
    $6,600
    Hours/week
    39 + 1 related

    Schedule J breakdown matched by us

    Base
    $0 + $715,316 related
    Bonus
    $0 + $67,347 related
    Other
    $0 + $24,763 related
    Deferred
    $0 + $6,600 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $814,026 related

  • Kenneth Aronson MD

    MEDICAL DIRECTOR

    Total calculated
    $711,286
    From this org
    $0
    From related orgs
    $674,881
    Other
    $36,405
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $548,487 related
    Bonus
    $0 + $100,157 related
    Other
    $0 + $26,237 related
    Deferred
    $0 + $16,500 related
    Nontaxable benefits
    $0 + $19,905 related
    Filer's total
    $0 + $711,286 related

  • Lauren Schmid MBA

    EVP, Chief Human Resources Officer

    Total calculated
    $1,155,351
    From this org
    $0
    From related orgs
    $945,711
    Other
    $209,640
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $674,332 related
    Bonus
    $0 + $113,339 related
    Other
    $0 + $158,040 related
    Deferred
    $0 + $182,309 related
    Nontaxable benefits
    $0 + $27,331 related
    Filer's total
    $0 + $1,155,351 related

  • Nicholas Crompton

    VP, Construction & Facility Services

    Total calculated
    $432,431
    From this org
    $0
    From related orgs
    $364,372
    Other
    $68,059
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $291,871 related
    Bonus
    $0 + $30,843 related
    Other
    $0 + $41,658 related
    Deferred
    $0 + $37,180 related
    Nontaxable benefits
    $0 + $30,879 related
    Filer's total
    $0 + $432,431 related

  • Sally Salmons MD

    Associate Chief Medical Officer, Ambulatory Care

    Total calculated
    $645,286
    From this org
    $0
    From related orgs
    $572,407
    Other
    $72,879
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $446,923 related
    Bonus
    $0 + $46,250 related
    Other
    $0 + $79,234 related
    Deferred
    $0 + $50,708 related
    Nontaxable benefits
    $0 + $22,171 related
    Filer's total
    $0 + $645,286 related

  • Amber Hanson

    Pharmacist

    Total calculated
    $296,413
    From this org
    $279,079
    From related orgs
    $0
    Other
    $17,334
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $278,231
    Bonus
    $0
    Other
    $848
    Deferred
    $5,047
    Nontaxable benefits
    $12,287
    Filer's total
    $296,413

  • Bruce Damon

    Director, Clinical Imaging Research

    Total calculated
    $375,718
    From this org
    $340,268
    From related orgs
    $0
    Other
    $35,450
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $309,765
    Bonus
    $21,587
    Other
    $8,916
    Deferred
    $5,963
    Nontaxable benefits
    $29,487
    Filer's total
    $375,718

  • Jodi Davis

    Registered Nurse - CFH House Supervisor

    Total calculated
    $307,999
    From this org
    $280,037
    From related orgs
    $0
    Other
    $27,962
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $277,785
    Bonus
    $400
    Other
    $1,852
    Deferred
    $0
    Nontaxable benefits
    $27,962
    Filer's total
    $307,999

  • Kerry Fox

    Executive Director, Perioperative Services

    Total calculated
    $326,688
    From this org
    $286,930
    From related orgs
    $0
    Other
    $39,758
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $259,015
    Bonus
    $16,881
    Other
    $11,034
    Deferred
    $12,192
    Nontaxable benefits
    $27,566
    Filer's total
    $326,688

  • Maria FE Celis

    Registered Nurse - CFH CIA

    Total calculated
    $328,552
    From this org
    $295,333
    From related orgs
    $0
    Other
    $33,219
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $290,771
    Bonus
    $400
    Other
    $4,162
    Deferred
    $5,498
    Nontaxable benefits
    $27,721
    Filer's total
    $328,552

  • Charles Dennis MD

    Former - Officer

    Total calculated
    $318,654
    From this org
    $0
    From related orgs
    $283,640
    Other
    $35,014
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $255,906 related
    Bonus
    $0 + $24,327 related
    Other
    $0 + $3,407 related
    Deferred
    $0 + $12,918 related
    Nontaxable benefits
    $0 + $22,096 related
    Filer's total
    $0 + $318,654 related

  • Julianna Sellett

    Former- Key Employee

    Total calculated
    $495,743
    From this org
    $0
    From related orgs
    $414,725
    Other
    $81,018
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $306,389 related
    Bonus
    $0 + $32,062 related
    Other
    $0 + $76,274 related
    Deferred
    $0 + $52,452 related
    Nontaxable benefits
    $0 + $28,566 related
    Filer's total
    $0 + $495,743 related

  • Laurence Fallon

    Former - Key Employee

    Total calculated
    $1,160,805
    From this org
    $0
    From related orgs
    $926,444
    Other
    $234,361
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $738,955 related
    Bonus
    $0 + $158,380 related
    Other
    $0 + $29,109 related
    Deferred
    $0 + $210,158 related
    Nontaxable benefits
    $0 + $24,203 related
    Filer's total
    $0 + $1,160,805 related

  • Malec Mokraoui MD

    Former - Key Employee

    Total calculated
    $584,547
    From this org
    $0
    From related orgs
    $546,342
    Other
    $38,205
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $522,570 related
    Bonus
    $0 + $5,704 related
    Other
    $0 + $18,068 related
    Deferred
    $0 + $16,500 related
    Nontaxable benefits
    $0 + $21,705 related
    Filer's total
    $0 + $584,547 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation
THE BOARD OF TRUSTEES OF THE CARLE FOUNDATION, PARENT ORGANZATION OF THE CARLE FOUNDATION HOSPITAL, THROUGH ITS COMPENSATION COMMITTEE COMPRISED OF INDEPENDENT MEMBERS FREE OF CONFLICT, ANNUALLY REVIEWS EXECUTIVE COMPENSATION LEVELS AND ESTABLISHES APPROPRIATE SALARY RANGES AND OTHER FEATURES OF THE COMPENSATION PLAN IN ACCORDANCE WITH THE ORGANIZATION'S APPROVED COMPENSATION PHILOSOPHY AND STRATEGY: -THE COMMITTEE IS COMPRISED OF MEMBERS OF THE BOARD OF TRUSTEES; WHO ARE INDEPENDENT OF THE CARLE FOUNDATION MANAGEMENT; HAVE NO PERSONAL INTEREST IN THE COMPENSATION ARRANGEMENTS; ARE NOT RELATED TO, OR UNDER THE CONTROL OF ANY INDIVIDUAL WHOSE COMPENSATION ARRANGEMENT IS BEING REVIEWED; AND HAVE NO MATERIAL BUSINESS RELATIONSHIP WITH THE CARLE FOUNDATION. -THE CHIEF EXECUTIVE OFFICER'S COMPENSATION IS DETERMINED BY THE COMPENSATION COMMITTEE IN RELATION TO APPROPRIATE COMPARABILITY DATA. COMPENSATION FOR OTHER MEMBERS OF THE EXECUTIVE STAFF IS DEVELOPED BY THE CEO, EVALUATED AGAINST MARKET DATA, AND REVIEWED AND APPROVED BY THE COMMITTEE. -THE COMMITTEE APPROVES ALL ANNUAL COMPENSATION DECISIONS IN ADVANCE OF THEIR IMPLEMENTATION AND DOCUMENTS ITS DETERMINATIONS AND DISCUSSIONS. -THE COMPENSATION COMMITTEE RELIES UPON A NUMBER OF EXTERNAL RESOURCES AND COMPARISONS, AND ITS ANALYSIS INCLUDES TOTAL COMPENSATION (CASH COMPENSATION PLUS BENEFITS PROVIDED BY THE CARLE FOUNDATION) IN RELATION TO ORGANIZATIONAL PERFORMANCE AND PREVAILING INDUSTRY PRACTICES FOR LIKE RESPONSIBILITIES AT COMPARABLY-SIZED ORGANIZATIONS. -THE COMMITTEE HAS ENGAGED THE SERVICES OF A COMPENSATION CONSULTING FIRM SPECIALIZING IN THE NOT-FOR-PROFIT SECTOR WHICH HAS WORKED WITH THE CARLE
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
THE 2023 PARTICIPANTS IN THE 457(F) PLAN OFFERED BY THE CARLE FOUNDATION, THE PARENT ORGANIZATION OF THE CARLE FOUNDATION HOSPITAL, THAT ARE LISTED IN THE 990 PART VII INCLUDED JAMES C. LEONARD, MD, MATTHEW KOLB, JD, MHA, DENNIS HESCH, LAURENCE FALLON, JD, LAUREN SCHMID, MBA, NAPOLEON KNIGHT, MD, MBA, ELIZABETH ANGELO DNP, RN-BC, CALEB MILLER, DAWN WALDEN, AND SALLY SALMONS, MD. THE 2023 PAYMENTS FROM THE 457(F) PLAN WERE MADE TO MATTHEW KOLB, JD, MHA ($226,485), JAMES C. LEONARD, MD ($3,526,792), LAUREN SCHMID, MBA ($128,983), CALEB MILLER ($80,698) AND DAWN WALDEN ($69,508)
Schedule J, Part I, Line 7 Non-fixed payments
PART OF THE OVERALL EMPLOYEE'S COMPENSATION PROGRAM INCLUDES AN INCENTIVE COMPONENT THAT COVERS MOST EMPLOYEES AND IS DESIGNED TO ENCOURAGE AND PROMOTE THE ACHIEVEMENT OF CERTAIN QUALITY, OPERATIONAL, AND EFFICIENCY IMPROVEMENTS. ALTHOUGH THIS INCENTIVE COMPONENT IS BASED ON THE ORGANIZATION MEETING CERTAIN MINIMUM FINANCIAL THRESHOLDS, ALL PAYMENTS MUST BE APPROVED BY THE BOARD OF TRUSTEES PRIOR TO ANY INCENTIVE PAYOUT.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • CHAMPAIGN SURGICENTER LLC

    N/A · Surgical Center · IL

    Directly controlled by NA

  • FIELDS SOUTH LLC

    N/A · Property & Facility Management · IL

    Directly controlled by NA

  • MOUPH LLC

    N/A · Outpatient Orthopedic Services · IL

    Directly controlled by NA

  • REHABILITATION THERAPY SERVICES LLC

    N/A · Rehabilitation Therapy · IL

    Directly controlled by NA

  • THE CENTER FOR ORTHOPEDIC MEDICINE LLC RECOVERY CARE CENTER

    N/A · Outpatient Orthopedic Services · IL

    Directly controlled by NA

  • THE CENTER FOR ORTHOPEDIC MEDICINE LLC SURGERY CENTER

    N/A · Outpatient Orthopedic Services · IL

    Directly controlled by NA

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • BELCREST SERVICES LTD

    C Corporation · Medical Services · IL · controlled entity

    Directly controlled by NA

  • CARLE HEALTH JUNCTION MEDICAL LLC

    C Corporation · Care Coordination · IL · controlled entity

    Directly controlled by NA

  • CARLE HEALTH PHYSICIAN PARTNERS INC

    C Corporation · Physician Services · IL · controlled entity

    Directly controlled by NA

  • CARLE HOLDING COMPANY INC

    C Corporation · Holding Co. · IL · controlled entity

    Directly controlled by NA

  • CARLE RESEARCH PRODUCTS INC

    C Corporation · Medical Research - INACTIVE · IL · controlled entity

    Directly controlled by NA

  • CARLE RISK MANAGEMENT COMPANY

    C Corporation · Risk Management · IL · 100% owned · share of income $2,401,774 · share of assets $145,278 · controlled entity

    Directly controlled by CFH

  • CARLE VENTURES INC

    C Corporation · Health Care Partnerships · IL · controlled entity

    Directly controlled by NA

  • CHA HOLDING INC

    C Corporation · Holding Co. · IL · controlled entity

    Directly controlled by NA

  • FIRSTCAROLINACARE INSURANCE COMPANY

    C Corporation · Insurance · IL · controlled entity

    Directly controlled by NA

  • HEALTH ALLIANCE CONNECT INC

    C Corporation · Health Care Coordination · IL · controlled entity

    Directly controlled by NA

  • HEALTH ALLIANCE MEDICAL PLANS INC

    C Corporation · Health Coverage · IL · controlled entity

    Directly controlled by NA

  • HEALTH ALLIANCE MIDWEST INC

    C Corporation · Health Coverage · IL · controlled entity

    Directly controlled by NA

  • HEALTH ALLIANCE NORTHWEST HEALTH PLAN

    C Corporation · Health Coverage · WA · controlled entity

    Directly controlled by NA

  • HEALTH ALLIANCE NORTHWEST HOLDING

    C Corporation · Holding Co. · WA · controlled entity

    Directly controlled by NA

  • HEALTH PLUS INC

    C Corporation · Contracting · IL · controlled entity

    Directly controlled by NA

  • HEALTH SYSTEMS INSURANCE LIMITED

    C Corporation · Insurance · CJ · controlled entity

    Directly controlled by NA

  • METHODIST HEALTH VENTURES INC

    C Corporation · Holding Co. · IL · controlled entity

    Directly controlled by NA

  • OPTIMUM HEALTH SOLUTIONS INC

    C Corporation · Care Coordination - INACTIVE · IL · controlled entity

    Directly controlled by NA

  • PEKIN PROHEALTH INC

    C Corporation · Clinical Operations · IL · controlled entity

    Directly controlled by NA

  • PROVIDER RESOURCE MANAGEMENT INC

    C Corporation · Physician Services · IL · controlled entity

    Directly controlled by NA

Provenance

Return type
form_990
Tax year
2023
Filed
15 November 2024
IRS schema version
2023v5.1
Source object
202433209349316493

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