Skip to content
Nonprofiteer
← CARLE HEALTH-WEST REGION

Form 990 for tax year 2022

Filed by CARLE HEALTH-WEST REGION.

Totals

Total revenue
$0
Total expenses
$0
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$0
Investment income
$0
Other revenue
$0
Total assets, end of year
$19,839,136
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$19,839,136
Program services expenses (Part IX)
$0
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
not reported

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.

Balance sheet

Part X, book values.

  • 7 · Other notes and loans receivable

    beginning of year $1,631,285 · end of year $186,096

  • 13 · Investments: program-related

    beginning of year $19,653,040 · end of year $19,653,040

  • 27 · Net assets without donor restrictions

    beginning of year $21,284,325 · end of year $19,839,136

Mission and programs · 2022

Mission

FURNISHES SERVICES AND FACILITIES TO OTHER AFFILIATED CHARITIES TO PROMOTE AND ENCOURAGE HEALTH AND HUMAN SERVICES IN THE COMMUNITIES IT SERVES.

Activities or mission (Part I)

FURNISHES SERVICES AND FACILITIES TO OTHER AFFILIATED CHARITABLE ORGANIZATIONS.

  • AFFILIATE SUPPORT SERVICESMETHODIST HEALTH SERVICES CORPORATION IS ORGANIZED TO SUPPORT THE MISSIONS OF SEVERAL RELATED CHARITABLE, TAX-EXEMPT ORGANIZATIONS INCLUDING THE METHODIST MEDICAL CENTER OF ILLINOIS, METHODIST SERVICES, INC., PROCTOR HEALTH SYSTEMS, PROCTOR HOSPITAL, PARK COURT LIMITED AND PEKIN MEMORIAL HOSPITAL. THE SUPPORT SERVICES PROVIDED TO THESE ORGANIZATIONS ARE TO CONSTRUCT, OWN, LEASE, MANAGE, OPERATE, PROVIDE AND MAINTAIN ANY FACILITIES, PROGRAMS, SERVICES (MANAGEMENT OR OTHERWISE) AND RELATED ACTIVITIES, IN FURTHERANCE OF HEALTH CARE OR HEALTH EDUCATION. FACILITIES INCLUDE A HOSPITAL, CLINICS, EDUCATIONAL FACILITIES, AND OTHER ESTABLISHMENTS CREATED TO CARRY THROUGH HEALTH-CARE AND EDUCATIONAL PROGRAMS. THE PRIMARY PURPOSE OF THE CORPORATION IS TO ENGAGE IN AND CONDUCT CHARITABLE, EDUCATIONAL, RELIGIOUS AND SCIENTIFIC ACTIVITIES IN ACCORDANCE WITH PREVIOUSLY STATED PURPOSES.

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Kevin Barbier

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Jerry Bell PhD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Ronald Champagne MD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Jenna Cicciarelli-Wiesner

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Amy Darling

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Rusty Dunn

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Peter Johnsen PhD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Aaron Kilgore

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Keith Knepp MD

    BOARD MEMBER/PRESIDENT & CEO

    Total calculated
    $883,163
    From this org
    $0
    From related orgs
    $739,283
    Other
    $143,880
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $554,435 related
    Bonus
    $0 + $167,497 related
    Other
    $0 + $17,351 related
    Deferred
    $0 + $116,984 related
    Nontaxable benefits
    $0 + $26,896 related
    Filer's total
    $0 + $883,163 related

  • Rich Kriegsman

    BOARD VICE CHAIR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • David Mueller

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Dirk Roecker

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Jamie Stevenson

    BOARD MEMBER

    Total calculated
    $11,000
    From this org
    $0
    From related orgs
    $11,000
    Other
    $0
    Hours/week
    1 + 1 related

  • Karen Stumpe

    BOARD MEMBER

    Total calculated
    $2,500
    From this org
    $0
    From related orgs
    $2,500
    Other
    $0
    Hours/week
    1 + 1 related

  • Dennis Triggs

    BOARD MEMBER

    Total calculated
    $11,000
    From this org
    $0
    From related orgs
    $11,000
    Other
    $0
    Hours/week
    1 + 1 related

  • John Wieland

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Melissa Yoder

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • John Peters

    SECRETARY/TREASURER/CFO

    Total calculated
    $482,395
    From this org
    $0
    From related orgs
    $445,945
    Other
    $36,450
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $352,914 related
    Bonus
    $0 + $81,201 related
    Other
    $0 + $11,830 related
    Deferred
    $0 + $15,250 related
    Nontaxable benefits
    $0 + $21,200 related
    Filer's total
    $0 + $482,395 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)

PART I, LINE 4B
NONQUALIFIED RETIREMENT PLAN CONTRIBUTIONS: THE FOLLOWING INDIVIDUAL(S) PARTICIPATED IN AND RECEIVED CONTRIBUTIONS IN A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN: KEITH KNEPP, MD, $101,734.

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.

  • ADVANCED IMAGING CENTER LLC

    DIAGNOSTIC RADIOLOGY CENTER · IA · general or managing partner

  • ANKENY MEDICAL PARK SURGERY CENTER LC

    AMBULATORY SURGERY CENTER · IA · general or managing partner

  • CENTRAL IOWA CARDIOVASCULAR CO-MANAGEMENT CO LLC

    CARDIOVASCULAR MANAGEMENT & ADMINISTRATIVE SERVICES · IA · general or managing partner

  • CENTRAL IOWA ONCOLOGY CO-MANAGEMENT COMPANY

    ONCOLOGY MANAGEMENT & ADMINISTRATIVE SERVICES · IA · general or managing partner

  • CENTRAL IOWA PHYSIO LLC

    PHYSICAL THERAPY SERVICES · IA · general or managing partner

  • CENTRAL IOWA SURGICAL SERVICES CO-MANAGEMENT CO LLC

    SURGICAL MANAGEMENT & ADMINISTRATIVE SERVICES · IA · general or managing partner

  • DUBUQUE ENDOSCOPY CENTER LC

    AMBULATORY SURGERY CENTER · IA · general or managing partner

  • EASTERN IOWA SLEEP SUPPLY LLC

    MEDICAL EQUIPMENT RETAIL SALES · IA · general or managing partner

  • HEALTH CARE AFFILIATES OF THE TRI-STATES LLC

    PROVIDE ACCESS TO LICENSED SOFTWARE · IA · general or managing partner

  • IOWA DIAGNOSTIC IMAGING AND PROCEDURE CENTER LC

    OUTPATIENT DIAGNOSTIC IMAGING · IA · general or managing partner

  • IOWA HEALTH SYSTEM CONTRACTING SERVICES LC

    RELATED · GROUP PURCHASING · IA · 100% owned · share of income $17,831,926 · share of assets $3,431,736 · general or managing partner

    Directly controlled by IOWA HEALTH SYSTEM

  • LAKEVIEW SURGERY CENTER LC

    SURGERY CENTER · IA · general or managing partner

  • MR ASSOCIATES LLP

    OWN AND OPERATE MR UNIT · IA · general or managing partner

  • ORTHOPAEDIC OUTPATIENT SURGERY CENTER LC

    AMBULATORY SURGERY CENTER · IA · general or managing partner

  • REHABILITATION THERAPY SERVICES LLC

    REHABILATION THERAPY · IL · general or managing partner

  • THE OUTPATIENT SURGERY CENTER OF CEDAR RAPIDS LLC

    AMBULATORY SURGERY CENTER. · IA · general or managing partner

  • UNITED MEDICAL PARK ASC LLC DBA THE SURGERY CENTER AT UNITED MEDICAL PARK

    AMBULATORY SURGERY CENTER · IA · general or managing partner

  • UPHT-SCA HOLDINGS LLC

    AMBULATORY SURGERY CENTER INVESTMENT · DE

  • WEST HOSPITAL ORTHOPEDIC CO-MANAGEMENT COMPANY LLC

    ORTHOPEDIC SERVICE LINES MANAGEMENT · IA · general or managing partner

  • WEST LAKES SLEEP CENTER LLC

    SLEEP DISORDER DIAGNOSTIC TESTING FACILITY · IA · general or managing partner

Related corporations and trusts

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

  • ABBE MANAGEMENT CORPORATION

    C · MANAGEMENT SERVICES · IA

  • BELCREST SERVICES LTD

    C · MEDICAL SERVICES · IL · 100% owned · share of income $79,004 · share of assets $1,701,539 · controlled entity

    Directly controlled by METHODIST HEALTH SERVICES CORPORATION

  • BROADBAND INC

    C · INFORMATION TECHNOLOGY MGMT. · IA

  • DELHI POINT CONDO ASSOCIATION

    C · REAL ESTATE MANAGEMENT · IA

  • HCP CORPORATION

    C · REAL ESTATE RENTAL · WI

  • HANSEN CHARITABLE REMAINDER ANNUITY TRUST

    T · INVESTMENT · IA

  • HANSEN CHARITABLE REMAINDER UNITRUST

    T · INVESTMENT · IA

  • HEALTH ADVANTAGE PLUS INC

    C · PHYSICAL THERAPY · IA

  • HEALTH PLUS INC

    C · MANAGED CARE ADMINISTRATION · IL · 100% owned · share of assets $1,596 · controlled entity

    Directly controlled by METHODIST HEALTH SERVICES CORPORATION

  • HNC SERVICES

    C · FIBER OPTIC NETWORK SERVICES · IA

  • MEDIMORE INC

    C · MANAGED CARE · IA

  • MERITER HEALTH ENTERPRISES INC

    C · MANAGEMENT SERVICES · WI

  • MERITER MANAGEMENT SERVICES INC

    C · ADMINISTRATIVE SERVICES · WI

  • METHODIST HEALTH VENTURES INC & SUB

    C · PHARMACY/OFFICE STAFFING · IL · 100% owned · share of income $438,515 · share of assets $2,169,133 · controlled entity

    Directly controlled by METHODIST HEALTH SERVICES CORPORATION

  • OPTIMUM HEALTH SOLUTIONS INC

    C · HEALTH & WELLNESS CONSULTING · IA

  • PEKIN PROHEALTH INC

    C · CLINIC · IL · 100% owned · share of income $758,272 · share of assets $411,650 · controlled entity

    Directly controlled by METHODIST HEALTH SERVICES CORPORATION

  • PRECEDENCE INC

    C · MANAGED MENTAL CARE · IA

  • PRECEDENCE PLUS INC

    C · MANAGED MENTAL CARE · IA

  • PROVIDER RESOURCE MANAGEMENT INC

    C · RESOURCE MANAGEMENT · IL · 100% owned · share of assets $24,478 · controlled entity

    Directly controlled by METHODIST HEALTH SERVICES CORPORATION

  • STL HEALTH RESOURCES CO

    C · PHYSICIAN OFFICE RENTAL · IA

  • TRINITY HEALTH ENTERPRISES INC

    C · RETAIL DURABLE MEDICAL EQUIPMENT & PHARMACY · IL

Provenance

Return type
form_990
Tax year
2022
Filed
7 November 2023
IRS schema version
2022v5.0
Source object
202333189349304043

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.