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Nonprofiteer
← CARLE HEALTH MEDICAL GROUP

Form 990 for tax year 2024

Filed by CARLE HEALTH MEDICAL GROUP.

Totals

Total revenue
$354,974,078
Total expenses
$500,689,854
Contributions and grants received
$4,754,295
Grants paid
$9,295
Program service revenue
$350,018,702
Investment income
-$6,570
Other revenue
$207,651
Total assets, end of year
$69,631,658
Total liabilities, end of year
$40,997,591
Net assets or fund balances, end of year
$28,634,067
Program services expenses (Part IX)
$491,236,551
Management and general expenses
$9,453,303
Fundraising expenses
$0
Program service expenses (Part III)
$491,236,551

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

    $723,806

  • 1e · Government grants (contributions)

    $3,957,863

  • 1f · All other contributions, gifts and grants

    $72,626

  • 2a · Program service revenue: PATIENT SERVICE REVENUE

    total $289,748,018 · related or exempt $289,748,018

  • 2b · Program service revenue: OTHER PHYSICIAN/PROG REV

    total $27,558,314 · related or exempt $26,369,070 · unrelated business $1,189,244

  • 2c · Program service revenue: SURGICENTER REVENUE

    total $8,148,886 · related or exempt $8,148,886

  • 2d · Program service revenue: AMBULANCE REVENUE

    total $22,280,581 · related or exempt $22,280,581

  • 2e · Program service revenue: AIRLIFE REVENUE

    total $2,272,200 · related or exempt $2,272,200

  • 2f · All other program service revenue

    total $10,703 · related or exempt $10,703 · unrelated business $0 · excluded $0

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7a · Gross sales of assets other than inventory

    other assets $0

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

    other assets $6,570

  • 7c · Gain or loss

    securities $0 · other assets -$6,570

  • 7d · Net gain or loss

    total -$6,570 · excluded -$6,570

  • 8a · Fundraising events: contributions included on line 1c

    $0

  • 11a · Other revenue: Audiology Revenue

    total $146,890 · related or exempt $146,890

  • 11b · Other revenue: Interest on Billed Accounts

    total $31,685 · related or exempt $31,685

  • 11c · Other revenue: Deposition & Attorney Requests

    total $21,438 · excluded $21,438

  • 11d · All other revenue

    total $7,638 · related or exempt $7,638 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $207,651

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $9,295 · program services $9,295

  • 4 · Benefits paid to or for members

    total $0 · program services $0

  • 5 · Compensation of officers, directors and key employees

    total $2,804,456 · program services $2,804,456

  • 6 · Compensation of disqualified persons

    total $129,385 · program services $129,385

  • 7 · Other salaries and wages

    total $340,647,274 · program services $338,658,183 · management and general $1,989,091

  • 8 · Pension plan contributions

    total $16,639,235 · program services $16,517,293 · management and general $121,942

  • 9 · Other employee benefits

    total $18,290,320 · program services $17,868,019 · management and general $422,301

  • 10 · Payroll taxes

    total $16,559,648 · program services $16,401,017 · management and general $158,631

  • 11d · Fees: lobbying

    total $9,433 · management and general $9,433

  • 11g · Fees: other

    total $24,194,836 · program services $22,922,900 · management and general $1,271,936 · fundraising $0

  • 12 · Advertising and promotion

    total $19,815 · program services $19,815

  • 13 · Office expenses

    total $2,236,662 · program services $2,083,311 · management and general $153,351

  • 14 · Information technology

    total $451,794 · program services $314,806 · management and general $136,988

  • 16 · Occupancy

    total $2,791,341 · program services $2,791,041 · management and general $300

  • 17 · Travel

    total $1,288,126 · program services $1,204,694 · management and general $83,432

  • 19 · Conferences, conventions and meetings

    total $1,506,882 · program services $1,506,882

  • 20 · Interest

    total $29,525 · program services $29,525

  • 22 · Depreciation, depletion and amortization

    total $2,147,752 · program services $633,411 · management and general $1,514,341

  • 23 · Insurance

    total $16,134,935 · program services $15,474,701 · management and general $660,234

  • 24a · Other expenses: INTERNAL MANAGEMENT FEES

    total $42,341,533 · program services $39,487,616 · management and general $2,853,917

  • 24b · Other expenses: PATIENT CARE SUPPLIES

    total $11,379,600 · program services $11,379,600

  • 24c · Other expenses: Moving Expenses - Employee Relocation

    total $502,500 · program services $502,500

  • 24d · Other expenses: Non-Physician Recruitment

    total $373,005 · program services $371,250 · management and general $1,755

  • 24e · All other expenses

    total $202,502 · program services $126,851 · management and general $75,651 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $920,994 · end of year $1,185,293

  • 4 · Accounts receivable

    beginning of year $42,210,638 · end of year $43,254,968

  • 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 $4,100 · end of year $4,102

  • 9 · Prepaid expenses and deferred charges

    beginning of year $4,156,462 · end of year $105,234

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

    $21,495,757

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

    $16,103,532

  • 10c · Land, buildings and equipment, net

    beginning of year $7,907,446 · end of year $5,392,225

  • 12 · Investments: other securities

    beginning of year $0

  • 13 · Investments: program-related

    beginning of year $21,618,131 · end of year $18,859,836

  • 15 · Other assets

    beginning of year $5,926,132 · end of year $830,000

  • 17 · Accounts payable and accrued expenses

    beginning of year $43,213,591 · end of year $40,197,836

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $0 · end of year $799,755

  • 27 · Net assets without donor restrictions

    beginning of year $39,530,312 · end of year $28,634,067

Mission and programs · 2024

Mission

THE CORPORATION IS ORGANIZED AND SHALL BE EXCLUSIVELY OPERATED AS A NOT- FOR- PROFIT CORPORATION FOR CHARITABLE BENEVOLENT, SCIENTIFIC, AND EDUCATIONAL PURPOSES WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986. THE CORPORATION SHALL ENGAGE IN ANY LAWFUL ACTIVITIES WITHIN THE PURPOSES FOR WHICH A CORPORATION MAY BE ORGANIZED UNDER THE ILLINOIS GENERAL NOT FOR PROFIT ACT OF 1986. THE CORPORATION'S PURPOSES SHALL INCLUDE, BUT NOT BE LIMITED TO, OPERATING FACILITIES AND DIVISIONS THAT WILL PROVIDE HEALTH CARE AND OTHER RELATED SERVICES AS WELL AS EMPLOYING PHYSICIANS AND OTHERS FOR THAT PURPOSE.

Activities or mission (Part I)

TO BE THE TRUSTED PARTNER IN ALL HEALTHCARE DECISIONS AND TO IMPROVE HEALTH BY PROVIDING HIGHLY ACCESSIBLE, WORLD-CLASS CARE AND SERVICES.

  • CARLE PHYSICIAN GROUP (CPG) - SERVING PEOPLE THROUGH HIGH QUALITY CARE, RESEARCH AND EDUCATION. TO PROVIDE PHYSICIAN AND RELATED SERVICES THAT MAINTAIN OR ENHANCE CLINICAL SERVICES. IN 2024, CPG PERFORMED APPROXIMATELY 899,723 OUTPATIENT VISITS AND MADE APPROXIMATELY 28,850 PHYSICIAN ADMISSIONS TO THE CARLE FOUNDATION HOSPITAL (CFH). IN ADDITION, CPG PHYSICIANS PERFORMED APPROXIMATELY 14,605 SURGERIES AT CFH.

    Expenses $466,399,737 · Grants $9,295 · Revenue $317,459,346

  • ARROW AMBULANCE, LLC (ARROW) PROVIDES EMERGENCY MEDICAL ASSISTANCE AND TRANSPORTATION IN THE CHAMPAIGN-URBANA AREA AND MANY OUTLYING COMMUNITIES IN CHAMPAIGN COUNTY. IN ADDITION, ARROW PROVIDES SERVICES IN VERMILION, DOUGLAS AND RICHLAND COUNTIES WITH MULTIPLE, EXCLUSIVE SERVICE AGREEMENTS IN THE COUNTIES AND AREAS SERVICED. ARROW HAS A TOTAL OF 35 AMBULANCES, INCLUDING ONE SPECIFICALLY FOR CRITICAL CARE PATIENTS. ARROW PROVIDES OVER 34,000 TRANSPORTS PER YEAR OVER APPROXIMATELY 2,500 SQUARE MILES.

    Expenses $21,171,215 · Revenue $22,280,581

  • OTHER PROGRAMS INCLUDED IN CARLE HEALTH CARE INCORPORATED ARE THE CHAMPAIGN SURGICENTER, LLC (ASC) AND AIRLIFE. THE CHAMPAIGN SURGICENTER IS A FREE-STANDING AMBULATORY SURGERY CENTER LOCATED IN CHAMPAIGN, IL. THE ASC IS A FULL-SERVICE OUTPATIENT SURGERY CENTER WITH OPERATING ROOMS, A RECOVERY AREA AND LIMITED LABORATORY AND RADIOLOGY SERVICES AVAILABLE. IN 2024, APPROXIMATELY 12,453 PROCEDURES WERE PERFORMED ACROSS A WIDE VARIETY OF MEDICAL SPECIALTIES. AIRLIFE, A COLLABORATIVE EFFORT BETWEEN AIR METHODS AND CARLE, PROVIDES COMPLETE AIR MEDICAL TRANSPORTATION SERVICES THROUGHOUT EAST CENTRAL ILLINOIS. AIRLIFE IS STATIONED AT THE CARLE FOUNDATION HOSPITAL AROUND THE CLOCK WITH A TEAM ON SITE AND READY FOR TAKE-OFF WITHIN MINUTES. THE FLIGHT CREW CONSISTS OF EXPERIENCED EMERGENCY MEDICAL PILOTS, PHYSICIANS, CRITICAL CARE FLIGHT REGISTERED NURSES, NEONATAL NURSES, HIGH-RISK OBSTETRIC NURSES, AND CRITICAL CARE FLIGHT PARAMEDICS.

    Expenses $3,327,274 · Revenue $10,433,303

  • THE CARING PLACE FOSTERS THE DEVELOPMENT OF THE WHOLE CHILD IN A SAFE, NURTURING, NON-PRESSURED ATMOSPHERE THROUGH PLAY AND VARIED EXPERIENCES. THE CARING PLACE DISCONTINUED SERVICES AT THE END OF 2023. THE CARING PLACE'S OPERATIONAL PROGRAM EXPENSES IN 2024 ARE RELATED TO THE DISCONTINUATION OF PROGRAM SERVICES.

    Expenses $338,325

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Mark Czys

    Vice Chair

    Total calculated
    $0
    Hours/week
    0.1 + 1.9 related

  • Paul Tucker PhD

    Chair

    Total calculated
    $0
    Hours/week
    1 + 6 related

  • Uretz Oliphant MD

    Secretary/Treasurer

    Total calculated
    $138,666
    From this org
    $131,034
    From related orgs
    $0
    Other
    $7,632
    Hours/week
    35 + 5 related

  • Aja Lystila MD

    Board Member // Physician

    Total calculated
    $533,599
    From this org
    $475,149
    From related orgs
    $0
    Other
    $58,450
    Hours/week
    0.1 + 39.9 related

    Schedule J breakdown matched by us

    Base
    $423,316
    Bonus
    $48,622
    Other
    $3,211
    Deferred
    $27,678
    Nontaxable benefits
    $30,772
    Filer's total
    $533,599

  • James Stevenson

    Board Member

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • Michael Devocelle

    Board Member

    Total calculated
    $0
    Hours/week
    0.1 + 1.1 related

  • Dennis Hesch

    Officer - EVP, Chief Finance & Strategy Officer

    Total calculated
    $1,507,676
    From this org
    $0
    From related orgs
    $1,175,110
    Other
    $332,566
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,145,423 related
    Bonus
    $0
    Other
    $0 + $29,687 related
    Deferred
    $0 + $306,265 related
    Nontaxable benefits
    $0 + $26,301 related
    Filer's total
    $0 + $1,507,676 related

  • James C Leonard MD

    Officer - President & CEO

    Total calculated
    $2,348,482
    From this org
    $0
    From related orgs
    $2,298,226
    Other
    $50,256
    Hours/week
    0.5 + 39.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,805,832 related
    Bonus
    $0
    Other
    $0 + $492,394 related
    Deferred
    $0 + $27,678 related
    Nontaxable benefits
    $0 + $22,578 related
    Filer's total
    $0 + $2,348,482 related

  • Matthew Kolb JD MHA

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

    Total calculated
    $1,752,332
    From this org
    $0
    From related orgs
    $1,418,629
    Other
    $333,703
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,119,849 related
    Bonus
    $0
    Other
    $0 + $298,780 related
    Deferred
    $0 + $302,587 related
    Nontaxable benefits
    $0 + $31,116 related
    Filer's total
    $0 + $1,752,332 related

  • Napoleon Knight MD MBA

    Officer - EVP, Chief Medical Officer

    Total calculated
    $1,132,746
    From this org
    $0
    From related orgs
    $1,091,552
    Other
    $41,194
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $832,803 related
    Bonus
    $0
    Other
    $0 + $258,749 related
    Deferred
    $0 + $27,678 related
    Nontaxable benefits
    $0 + $13,516 related
    Filer's total
    $0 + $1,132,746 related

  • Blair Rowitz MD

    Associate Chief Medical Officer, Surgical Services

    Total calculated
    $876,953
    From this org
    $818,241
    From related orgs
    $0
    Other
    $58,712
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    $720,394
    Bonus
    $71,410
    Other
    $26,437
    Deferred
    $27,678
    Nontaxable benefits
    $31,034
    Filer's total
    $876,953

  • Caleb Miller

    SVP, Surgical Services & Ambulatory Care

    Total calculated
    $628,236
    From this org
    $0
    From related orgs
    $540,975
    Other
    $87,261
    Hours/week
    36 + 4 related

    Schedule J breakdown matched by us

    Base
    $0 + $438,377 related
    Bonus
    $0
    Other
    $0 + $102,598 related
    Deferred
    $0 + $56,043 related
    Nontaxable benefits
    $0 + $31,218 related
    Filer's total
    $0 + $628,236 related

  • David Chan MD

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

    Total calculated
    $637,672
    From this org
    $588,860
    From related orgs
    $0
    Other
    $48,812
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    $536,692
    Bonus
    $25,731
    Other
    $26,437
    Deferred
    $27,678
    Nontaxable benefits
    $21,134
    Filer's total
    $637,672

  • Elizabeth Angelo DNP RN-BC

    President, Carle Health - East Region // Chief Nursing Officer

    Total calculated
    $738,827
    From this org
    $0
    From related orgs
    $621,150
    Other
    $117,677
    Hours/week
    3 + 37 related

    Schedule J breakdown matched by us

    Base
    $0 + $589,215 related
    Bonus
    $0 + $2,500 related
    Other
    $0 + $29,435 related
    Deferred
    $0 + $82,863 related
    Nontaxable benefits
    $0 + $34,814 related
    Filer's total
    $0 + $738,827 related

  • Issam Moussa MD

    Medical Director

    Total calculated
    $743,025
    From this org
    $715,347
    From related orgs
    $0
    Other
    $27,678
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $690,134
    Bonus
    $0
    Other
    $25,213
    Deferred
    $27,678
    Nontaxable benefits
    $0
    Filer's total
    $743,025

  • Kenneth Aronson MD

    Medical Director

    Total calculated
    $769,148
    From this org
    $718,772
    From related orgs
    $0
    Other
    $50,376
    Hours/week
    38 + 2 related

    Schedule J breakdown matched by us

    Base
    $634,032
    Bonus
    $58,303
    Other
    $26,437
    Deferred
    $27,678
    Nontaxable benefits
    $22,698
    Filer's total
    $769,148

  • Lauren Schmid MBA

    EVP, Chief Human Resources Officer

    Total calculated
    $983,756
    From this org
    $0
    From related orgs
    $878,588
    Other
    $105,168
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $711,410 related
    Bonus
    $0
    Other
    $0 + $167,178 related
    Deferred
    $0 + $74,631 related
    Nontaxable benefits
    $0 + $30,537 related
    Filer's total
    $0 + $983,756 related

  • Nicholas Crompton

    VP, Construction & Facility Services

    Total calculated
    $387,765
    From this org
    $0
    From related orgs
    $303,209
    Other
    $84,556
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $299,356 related
    Bonus
    $0
    Other
    $0 + $3,853 related
    Deferred
    $0 + $50,322 related
    Nontaxable benefits
    $0 + $34,234 related
    Filer's total
    $0 + $387,765 related

  • Sally Salmons MD

    Associate Chief Medical Officer, Ambulatory Care

    Total calculated
    $558,595
    From this org
    $0
    From related orgs
    $469,129
    Other
    $89,466
    Hours/week
    32 + 8 related

    Schedule J breakdown matched by us

    Base
    $0 + $463,686 related
    Bonus
    $0
    Other
    $0 + $5,443 related
    Deferred
    $0 + $68,152 related
    Nontaxable benefits
    $0 + $21,314 related
    Filer's total
    $0 + $558,595 related

  • Steven Smith

    Director, Financial Services

    Total calculated
    $169,573
    From this org
    $0
    From related orgs
    $128,264
    Other
    $41,309
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    $0 + $127,284 related
    Bonus
    $0
    Other
    $0 + $980 related
    Deferred
    $0 + $7,487 related
    Nontaxable benefits
    $0 + $33,822 related
    Filer's total
    $0 + $169,573 related

  • Andrew Batey

    Physician

    Total calculated
    $1,470,349
    From this org
    $1,407,957
    From related orgs
    $0
    Other
    $62,392
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $1,186,123
    Bonus
    $195,397
    Other
    $26,437
    Deferred
    $27,678
    Nontaxable benefits
    $34,714
    Filer's total
    $1,470,349

  • Craig Neitzel MD

    Physician

    Total calculated
    $1,852,152
    From this org
    $1,791,902
    From related orgs
    $0
    Other
    $60,250
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $1,659,662
    Bonus
    $105,803
    Other
    $26,437
    Deferred
    $27,678
    Nontaxable benefits
    $32,572
    Filer's total
    $1,852,152

  • Naveen Chapa

    Radiologist

    Total calculated
    $1,325,935
    From this org
    $1,298,257
    From related orgs
    $0
    Other
    $27,678
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $1,248,031
    Bonus
    $25,000
    Other
    $25,226
    Deferred
    $27,678
    Nontaxable benefits
    $0
    Filer's total
    $1,325,935

  • Priyank Patel

    Physician

    Total calculated
    $1,371,601
    From this org
    $1,310,970
    From related orgs
    $0
    Other
    $60,631
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $1,275,011
    Bonus
    $32,471
    Other
    $3,488
    Deferred
    $27,678
    Nontaxable benefits
    $32,953
    Filer's total
    $1,371,601

  • Sinisa Stanic MD

    Physician

    Total calculated
    $1,811,773
    From this org
    $1,750,096
    From related orgs
    $0
    Other
    $61,677
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $1,630,957
    Bonus
    $115,702
    Other
    $3,437
    Deferred
    $27,678
    Nontaxable benefits
    $33,999
    Filer's total
    $1,811,773

  • Charles Dennis MD

    Former Secretary/Treasurer

    Total calculated
    $150,716
    From this org
    $149,771
    From related orgs
    $0
    Other
    $945
    Hours/week
    0 + 1.5 related

    Schedule J breakdown matched by us

    Base
    $2,165
    Bonus
    $0
    Other
    $147,606
    Deferred
    $60
    Nontaxable benefits
    $885
    Filer's total
    $150,716

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 GOVERNING BOARD OF THE CARLE FOUNDATION, THE SYSTEM PARENT ORGANIZATION OF CARLE HEALTH CARE INCORPORATED, 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 GOVERNING BOARD 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 2024 PARTICIPANTS IN THE 457(F) PLAN OFFERED BY THE CARLE FOUNDATION, THE SYSTEM PARENT ORGANIZATION OF CARLE HEALTH CARE INCORPORATED, THAT ARE LISTED IN THE 990 PART VII INCLUDE DENNIS HESCH, MATTHEW KOLB, JD, MHA, JAMES C. LEONARD, MD, NAPOLEON KNIGHT, MD, MBA, LAUREN SCHMID, MBA, CALEB MILLER, ELIZABETH ANGELO, DNP, RN-BC, URETZ OLIPHANT, MD, DAVID CHAN, MD, KENNETH ARONSON, MD, BLAIR ROWITZ, MD, CRAIG NEITZEL, MD, ANDREW BATEY, NAVEEN CHAPA, and Charles Dennis, MD. THE 2024 PAYMENTS FROM THE 457(F) PLAN WERE MADE TO MATTHEW KOLB, JD, MHA ($269,019), JAMES C. LEONARD, MD ($462,357), NAPOLEON KNIGHT, MD, MBA ($229,062) LAUREN SCHMID, MBA ($137,552), CALEB MILLER ($74,056), and Charles Dennis, MD ($147,321).
Schedule J, Part I, Line 7 Non-fixed payments
PART OF THE CARLE HEALTH SYSTEM'S PAYMENT STRUCTURE INCLUDES NON-FIXED PAYMENTS, SPECIFICALLY THOSE THAT ARE INCENTIVE COMPONENTS WHICH ARE DESIGNED TO ENCOURAGE AND PROMOTE ACHIEVEMENT OF CERTAIN QUALITY, OPERATIONAL AND EFFICIENCY IMPROVEMENTS, AS WELL AS, ENCOURAGE LONGEVITY OF EMPLOYMENT. CERTAIN NON-FIXED PAYMENTS ARE BASED ON THE ORGANIZATION MEETING CERTAIN FINANCIAL PERFORMANCE AND QUALITY METRICS, AND MUST BE APPROVED BY THE BOARD OF DIRECTORS. OTHER NON-FIXED PAYMENTS ARE SET BASED ON LONGEVITY OF SERVICE.

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

  • IL Department of Public Health

    $9,295

    program support

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.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • ARROW AMBULANCE LLC

    Ambulance · IL · income $23,550,641 · assets $8,567,621

    Directly controlled by CHCI

  • CARLE HEALTH REAL ESTATE LLC

    Real Estate Management · IL · income $0 · assets $0

    Directly controlled by CHCI

Related partnerships

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

  • CENTRAL ILLINOIS ENDOSCOPY CENTER LLC

    N/A · MEDICAL SERVICES · IL

    Directly controlled by NA

  • CHAMPAIGN SURGICENTER LLC

    N/A · SURGICAL CENTER · IL

    Directly controlled by NA

  • MOUPH LLC

    N/A · OUTPATIENT ORTHOPEDIC SERVICES · IL

    Directly controlled by NA

  • RAVEN EVERGREEN CREDIT OFFSHORE FUND II LP

    N/A · INVESTMENTS

    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 · controlled entity

    Directly controlled by NA

  • 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
2024
Filed
15 November 2025
IRS schema version
2024v5.1
Source object
202513199349303001

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