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Nonprofiteer
← CRIS HEALTHY AGING

Form 990 for tax year 2022

Filed by CRIS HEALTHY AGING.

Totals

Total revenue
$544,695
Total expenses
$834,161
Contributions and grants received
$405,973
Grants paid
$500
Program service revenue
$134,621
Investment income
$142
Other revenue
$3,959
Total assets, end of year
$1,612,479
Total liabilities, end of year
$797,502
Net assets or fund balances, end of year
$814,977
Program services expenses (Part IX)
$535,035
Management and general expenses
$299,126
Fundraising expenses
$0
Program service expenses (Part III)
$535,035

Program services were 64.1% 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.

  • 1e · Government grants (contributions)

    $405,928

  • 1f · All other contributions, gifts and grants

    $45

  • 2a · Program service revenue: PATIENT SERVICE REVENUE

    total $134,621 · related or exempt $134,621

  • 2f · All other program service revenue

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

  • 3 · Investment income

    total $142 · excluded $142

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7c · Gain or loss

    securities $0 · other assets $0

  • 11a · Other revenue: MISCELLANEOUS REVENUE

    total $3,959 · related or exempt $3,959

  • 11d · All other revenue

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

  • 11e · Other revenue, total

    $3,959

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $500 · program services $500

  • 7 · Other salaries and wages

    total $493,446 · program services $293,319 · management and general $200,127

  • 8 · Pension plan contributions

    total $8,738 · program services $4,566 · management and general $4,172

  • 9 · Other employee benefits

    total $47,825 · program services $25,458 · management and general $22,367

  • 10 · Payroll taxes

    total $31,862 · program services $19,360 · management and general $12,502

  • 11b · Fees: legal

    total $142 · management and general $142

  • 11c · Fees: accounting

    total $6,527 · program services $4,590 · management and general $1,937

  • 11g · Fees: other

    total $21,354 · program services $10,232 · management and general $11,122 · fundraising $0

  • 12 · Advertising and promotion

    total $3,143 · management and general $3,143

  • 13 · Office expenses

    total $150,239 · program services $142,057 · management and general $8,182

  • 14 · Information technology

    total $11,864 · program services $7,407 · management and general $4,457

  • 16 · Occupancy

    total $7,459 · management and general $7,459

  • 17 · Travel

    total $14,898 · program services $10,892 · management and general $4,006

  • 19 · Conferences, conventions and meetings

    total $4,737 · program services $4,720 · management and general $17

  • 22 · Depreciation, depletion and amortization

    total $11,085 · program services $3,355 · management and general $7,730

  • 23 · Insurance

    total $200 · management and general $200

  • 24a · Other expenses: PATIENT CARE SUPPLIES

    total $8,477 · program services $8,477

  • 24b · Other expenses: OTHER TAXES

    total $759 · management and general $759

  • 24c · Other expenses: NON-PHYSICIAN RECRUITMEN

    total $5,000 · management and general $5,000

  • 24d · Other expenses: MOVING EXPENSE

    total $102 · program services $102

  • 24e · All other expenses

    total $5,804 · program services $0 · management and general $5,804 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $8,263 · end of year $869,125

  • 4 · Accounts receivable

    beginning of year $845,580 · end of year $193,728

  • 5 · Loans and receivables from officers and key people

    end of year $0

  • 6 · Loans and receivables from disqualified persons

    end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $41,894 · end of year $0

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

    $1,285,302

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

    $735,676

  • 10c · Land, buildings and equipment, net

    beginning of year $553,934 · end of year $549,626

  • 12 · Investments: other securities

    beginning of year $0

  • 13 · Investments: program-related

    beginning of year $0

  • 15 · Other assets

    beginning of year $20,790 · end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $69,022 · end of year $797,502

  • 22 · Loans and payables to officers and key people

    end of year $0

  • 25 · Other liabilities

    beginning of year $0 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $1,349,439 · end of year $775,977

  • 28 · Net assets with donor restrictions

    beginning of year $52,000 · end of year $39,000

Mission and programs · 2022

Mission

CRIS HEALTHY AGING IS A NON-PROFIT ORGANIZATION DEDICATED TO KEEPING OLDER ADULTS (AND PERSONS WITH DISABILITES, AGES 18-59 YEARS) SAFE, HEALTHY, AND INDEPENDENT IN THEIR OWN HOMES FOR AS LONG AS POSSIBLE BY PROVIDING SERVICES DESIGNED TO MEET THEIR PHYSICAL, PSYCHOLOGICAL AND SOCIAL NEEDS.

Activities or mission (Part I)

TO KEEP OLDER ADULTS SAFE, HEALTHY, AND INDEPENDENT IN THEIR OWN HOMES FOR AS LONG AS POSSIBLE.

  • AS A NON-PROFIT ORGANIZATION, CRIS HEALTHY AGING'S SERVICES ARE FUNDED THROUGH BOTH STATE AND FEDERAL GRANTS/CONTRACTS FOR OLDER ADULTS (AND PERSONS WITH DISABILITES, AGES 18-59 YEARS) IN CHAMPAIGN AND VERMILION COUNTIES. SERVICES INCLUDE, BUT ARE NOT LIMITED TO, NUTRITION PROGRAMS, ADULT PROTECTIVE SERVICES, VIOLENT CRIME AND VICTIM ASSISTANCE, COMMUNITY CARE PROGRAMS, SENIOR INFORMATION SERVICES ALONG WITH OUR VARIOUS SUPPORT GROUPS AND CLASSES DESIGNED FOR SENIORS.

    Expenses $535,035 · Grants $500 · Revenue $138,580

As filed on the 2022 return.

Listed in Part VII

  • Frank Young

    Chair

    Total calculated
    $0
    Hours/week
    1

  • Marilyn Tyler

    Treasurer of Board

    Total calculated
    $0
    Hours/week
    1

  • Mary Thompson

    Secretary of Board

    Total calculated
    $0
    Hours/week
    1

  • Sheriff Pat Hartshorn

    Vice Chair

    Total calculated
    $0
    Hours/week
    1

  • Bob Jones

    Director

    Total calculated
    $0
    Hours/week
    1

  • Cathy Bott

    Director

    Total calculated
    $0
    Hours/week
    1

  • Jana Perry

    Director

    Total calculated
    $346,393
    From this org
    $0
    From related orgs
    $304,080
    Other
    $42,313
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $251,600 related
    Bonus
    $0 + $50,396 related
    Other
    $0 + $2,084 related
    Deferred
    $0 + $24,510 related
    Nontaxable benefits
    $0 + $17,803 related
    Filer's total
    $0 + $346,393 related

  • Julianna Sellett DNP MBA RN

    Director

    Total calculated
    $431,755
    From this org
    $0
    From related orgs
    $312,361
    Other
    $119,394
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $271,116 related
    Bonus
    $0 + $39,137 related
    Other
    $0 + $2,108 related
    Deferred
    $0 + $93,618 related
    Nontaxable benefits
    $0 + $25,776 related
    Filer's total
    $0 + $431,755 related

  • Lily Walton

    Director

    Total calculated
    $0
    Hours/week
    1

  • Terry Dolan

    Director

    Total calculated
    $0
    Hours/week
    1

  • Tim Meneely MD

    Director

    Total calculated
    $499,350
    From this org
    $0
    From related orgs
    $366,515
    Other
    $132,835
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $301,803 related
    Bonus
    $0 + $62,223 related
    Other
    $0 + $2,489 related
    Deferred
    $0 + $116,146 related
    Nontaxable benefits
    $0 + $16,689 related
    Filer's total
    $0 + $499,350 related

  • Dennis Hesch

    Officer - EVP, Chief Finance & Strategy Officer

    Total calculated
    $1,700,899
    From this org
    $0
    From related orgs
    $1,286,099
    Other
    $414,800
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $993,973 related
    Bonus
    $0 + $288,063 related
    Other
    $0 + $4,063 related
    Deferred
    $0 + $396,203 related
    Nontaxable benefits
    $0 + $18,597 related
    Filer's total
    $0 + $1,700,899 related

  • James C Leonard MD

    Officer - President & CEO

    Total calculated
    $2,801,918
    From this org
    $0
    From related orgs
    $2,140,109
    Other
    $661,809
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,607,032 related
    Bonus
    $0 + $528,517 related
    Other
    $0 + $4,560 related
    Deferred
    $0 + $643,876 related
    Nontaxable benefits
    $0 + $17,933 related
    Filer's total
    $0 + $2,801,918 related

  • Matthew Kolb JD MHA

    Officer - EVP, Chief Operating Officer

    Total calculated
    $1,757,452
    From this org
    $0
    From related orgs
    $1,363,262
    Other
    $394,190
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $979,097 related
    Bonus
    $0 + $225,035 related
    Other
    $0 + $159,130 related
    Deferred
    $0 + $368,388 related
    Nontaxable benefits
    $0 + $25,802 related
    Filer's total
    $0 + $1,757,452 related

  • Napoleon Knight MD MBA

    Officer - EVP, Chief Medical Officer

    Total calculated
    $858,813
    From this org
    $0
    From related orgs
    $744,746
    Other
    $114,067
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $735,215 related
    Bonus
    $0
    Other
    $0 + $9,531 related
    Deferred
    $0 + $96,568 related
    Nontaxable benefits
    $0 + $17,499 related
    Filer's total
    $0 + $858,813 related

  • Lauren Schmid

    EVP, Chief Human Resources Officer

    Total calculated
    $1,001,069
    From this org
    $0
    From related orgs
    $772,322
    Other
    $228,747
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $550,105 related
    Bonus
    $0 + $123,287 related
    Other
    $0 + $98,930 related
    Deferred
    $0 + $204,706 related
    Nontaxable benefits
    $0 + $24,041 related
    Filer's total
    $0 + $1,001,069 related

  • Nicholas Crompton

    VP, Construction & Facility Services

    Total calculated
    $355,561
    From this org
    $0
    From related orgs
    $281,961
    Other
    $73,600
    Hours/week
    1 + 41 related

    Schedule J breakdown matched by us

    Base
    $0 + $252,006 related
    Bonus
    $0 + $27,955 related
    Other
    $0 + $2,000 related
    Deferred
    $0 + $45,832 related
    Nontaxable benefits
    $0 + $27,768 related
    Filer's total
    $0 + $355,561 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

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
  • 7 · Other non-fixed payments
  • 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, THE PARENT ORGANIZATION OF CRIS HEALTHY AGING, 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 FOUNDATION AND MAKES ITS REPORTS DIRECTLY AVAILABLE TO THE COMPENSATION COMMITTEE.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
THE 2022 PARTICIPANTS IN THE 457(F) PLAN OFFERED BY THE CARLE FOUNDATION, THE PARENT ORGANIZATION OF CRIS HEALTHY AGING, THAT ARE LISTED IN THE 990 PART VII INCLUDE JAMES LEONARD, MD, MATTHEW KOLB, DENNIS HESCH, LAUREN SCHMID, NAPOLEON KNIGHT, MD, NICHOLAS CROMPTON, TIM MENEELY, MD, AND JULIANNA SELLETT, DNP, MBA, RN. THE 2022 PAYMENTS FROM THE 457(F) PLAN WERE MADE TO JAMES LEONARD, MD ($497), MATTHEW KOLB ($155,067), LAUREN SCHMID ($95,210), NAPOLEON KNIGHT ($5,621), AND JULIANNA SELLET ($24).

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

No itemized grants to organizations on this return.

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

Related corporations and trusts

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

  • HEALTH SYSTEMS INSURANCE LIMITED

    C Corporation · Insurance · CJ · controlled entity

    Directly controlled by NA

  • CARLE RISK MANAGEMENT COMPANY

    C Corporation · Risk Management · IL · controlled entity

    Directly controlled by NA

  • EVALIDATA INC

    C Corporation · Physician Credentialing · IL · controlled entity

    Directly controlled by NA

  • CHA HOLDING INC

    C Corporation · Holding Co. · IL · controlled entity

    Directly controlled by NA

  • CARLE HOLDING COMPANY INC

    C Corporation · Holding Co. · 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 CONNECT INC

    C Corporation · Health Care Coordination · IL · controlled entity

    Directly controlled by NA

  • HEALTH ALLIANCE NORTHWEST HOLDING INC

    C Corporation · Holding Co. · WA · controlled entity

    Directly controlled by NA

  • HEALTH ALLIANCE NORTHWEST HEALTH PLAN INC

    C Corporation · Health Coverage · WA · controlled entity

    Directly controlled by NA

  • HEALTH ALLIANCE-MIDWEST INC

    C Corporation · Health Coverage · IL · controlled entity

    Directly controlled by NA

  • CARLE VENTURES INC

    C Corporation · Health Care Partnerships · IL · controlled entity

    Directly controlled by TCF

  • CARLE HEALTH PHYSICIAN PARTNERS INC

    C Corporation · Physician Services · IL · controlled entity

    Directly controlled by TCF

  • FIRST CAROLINA CARE INSURANCE COMPANY

    C Corporation · Insurance · IL · controlled entity

    Directly controlled by CHA Holding

Provenance

Return type
form_990
Tax year
2022
Filed
15 November 2023
IRS schema version
2022v5.0
Source object
202333199349317478

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