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Nonprofiteer
← THE CARLE FOUNDATION HOSPITAL

Form 990 for tax year 2024

Filed by THE CARLE FOUNDATION HOSPITAL.

Totals

Total revenue
$1,525,481,906
Total expenses
$1,186,916,038
Contributions and grants received
$12,022,606
Grants paid
$759,524
Program service revenue
$1,512,667,064
Investment income
$236,496
Other revenue
$555,740
Total assets, end of year
$651,480,526
Total liabilities, end of year
$168,009,525
Net assets or fund balances, end of year
$483,471,001
Program services expenses (Part IX)
$1,159,068,324
Management and general expenses
$27,847,714
Fundraising expenses
$0
Program service expenses (Part III)
$1,159,068,324

Program services were 97.7% 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

    $5,452,985

  • 1e · Government grants (contributions)

    $6,079,161

  • 1f · All other contributions, gifts and grants

    $490,460

  • 1g · Noncash contributions included above

    $559,539

  • 2a · Program service revenue: Net Patient Care

    total $1,500,539,460 · related or exempt $1,476,977,266 · unrelated business $23,562,194

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

    total $6,170,638 · related or exempt $6,170,638

  • 2c · Program service revenue: Internal Program Services

    total $5,956,966 · related or exempt $5,540,682 · unrelated business $416,284

  • 2f · All other program service revenue

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

  • 3 · Investment income

    total $74,154 · excluded $74,154

  • 6a · Gross rents

    personal property $10,033,698

  • 6b · Less rental expenses

    personal property $7,514,423

  • 6c · Rental income or loss

    real property $0 · personal property $2,519,275

  • 6d · Net rental income or loss

    total $2,519,275 · unrelated business $2,474,227 · excluded $45,048

  • 7a · Gross sales of assets other than inventory

    other assets $948,730

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

    other assets $786,388

  • 7c · Gain or loss

    securities $0 · other assets $162,342

  • 7d · Net gain or loss

    total $162,342 · unrelated business -$367,792 · excluded $530,134

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

    $0

  • 10a · Gross sales of inventory

    $14,664,356

  • 10b · Cost of goods sold

    $18,490,671

  • 10c · Net income from sales of inventory

    total -$3,826,315 · related or exempt $147,865 · unrelated business -$3,974,180

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

    total $961,056 · related or exempt $915,234 · unrelated business $45,822

  • 11b · Other revenue: CTR Recovery Fees

    total $407,599 · related or exempt $407,599

  • 11c · Other revenue: Interest on Billed Accounts

    total $219,915 · related or exempt $219,915

  • 11d · All other revenue

    total $274,210 · related or exempt $217,716 · unrelated business $56,494 · excluded $0

  • 11e · Other revenue, total

    $1,862,780

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $759,524 · program services $759,524

  • 4 · Benefits paid to or for members

    total $0 · program services $0

  • 7 · Other salaries and wages

    total $332,682,711 · program services $325,268,628 · management and general $7,414,083

  • 8 · Pension plan contributions

    total $18,302,191 · program services $17,854,001 · management and general $448,190

  • 9 · Other employee benefits

    total $41,159,287 · program services $40,214,361 · management and general $944,926

  • 10 · Payroll taxes

    total $24,477,528 · program services $23,934,510 · management and general $543,018

  • 11d · Fees: lobbying

    total $172,804 · management and general $172,804

  • 11g · Fees: other

    total $87,422,319 · program services $83,880,657 · management and general $3,541,662 · fundraising $0

  • 12 · Advertising and promotion

    total $30,357 · management and general $30,357

  • 13 · Office expenses

    total $14,466,658 · program services $12,640,059 · management and general $1,826,599

  • 14 · Information technology

    total $5,806,886 · program services $5,676,337 · management and general $130,549

  • 16 · Occupancy

    total $49,466,257 · program services $46,907,525 · management and general $2,558,732

  • 17 · Travel

    total $1,584,782 · program services $1,528,371 · management and general $56,411

  • 19 · Conferences, conventions and meetings

    total $510,121 · program services $501,678 · management and general $8,443

  • 20 · Interest

    total $2,451 · program services $2,451

  • 22 · Depreciation, depletion and amortization

    total $17,424,169 · program services $17,191,396 · management and general $232,773

  • 23 · Insurance

    total $7,091,918 · program services $6,817,583 · management and general $274,335

  • 24a · Other expenses: PATIENT CARE SUPPLIES

    total $308,280,219 · program services $308,280,219

  • 24b · Other expenses: INTERNAL MANAGEMENT FEES

    total $235,931,616 · program services $228,444,183 · management and general $7,487,433

  • 24c · Other expenses: PROVIDER ASSESSMENT TAX & OTHER TAXES

    total $36,860,464 · program services $35,950,573 · management and general $909,891

  • 24d · Other expenses: UBTI TAXES

    total $80,000 · management and general $80,000

  • 24e · All other expenses

    total $4,403,776 · program services $3,216,268 · management and general $1,187,508 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $31,217 · end of year $78,185

  • 4 · Accounts receivable

    beginning of year $139,909,018 · end of year $143,403,157

  • 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 $5,945,698 · end of year $7,156,851

  • 9 · Prepaid expenses and deferred charges

    beginning of year $18,076,063 · end of year $20,376,521

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

    $290,251,485

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

    $212,710,127

  • 10c · Land, buildings and equipment, net

    beginning of year $82,395,154 · end of year $77,541,358

  • 12 · Investments: other securities

    beginning of year $0

  • 13 · Investments: program-related

    beginning of year $0

  • 15 · Other assets

    beginning of year $401,709,730 · end of year $402,924,454

  • 17 · Accounts payable and accrued expenses

    beginning of year $92,796,868 · end of year $105,631,064

  • 19 · Deferred revenue

    beginning of year $0 · end of year $34,654

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $60,446,418 · end of year $62,343,807

  • 27 · Net assets without donor restrictions

    beginning of year $494,823,594 · end of year $483,471,001

Mission and programs · 2024

Mission

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

Activities or mission (Part I)

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

  • 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 509-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. 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 $1,107,793,330 · Grants $759,524 · Revenue $1,513,892,599

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

    Expenses $33,217,500 · Revenue $682,794

  • 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 2024, FINANCIAL ASSISTANCE ALONE FOR HOSPITAL PATIENTS TOTALED $18,057,494 AT COST.

    Expenses $18,057,494

As filed on the 2024 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

  • Kelly Cunningham MD

    SECRETARY/TREASURER // PHYSICIAN

    Total calculated
    $626,716
    From this org
    $0
    From related orgs
    $587,747
    Other
    $38,969
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $523,348 related
    Bonus
    $0 + $37,962 related
    Other
    $0 + $26,437 related
    Deferred
    $0 + $27,678 related
    Nontaxable benefits
    $0 + $11,291 related
    Filer's total
    $0 + $626,716 related

  • Martin O'Donnell

    Vice Chair

    Total calculated
    $0
    Hours/week
    1

  • Meredith Mills

    Chair

    Total calculated
    $0
    Hours/week
    2.5

  • Caleb Miller

    BOARD MEMBER & SVP, Surgical Services & Ambulatory Care

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

  • 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
    3 + 37 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

  • Elizabeth Angelo DNP RN-BC

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

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

  • James C Leonard MD

    Ex-Officio, 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
    $0
    From related orgs
    $818,241
    Other
    $58,712
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $720,394 related
    Bonus
    $0 + $71,410 related
    Other
    $0 + $26,437 related
    Deferred
    $0 + $27,678 related
    Nontaxable benefits
    $0 + $31,034 related
    Filer's total
    $0 + $876,953 related

  • David Chan MD

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

    Total calculated
    $637,672
    From this org
    $0
    From related orgs
    $588,860
    Other
    $48,812
    Hours/week
    19 + 21 related

    Schedule J breakdown matched by us

    Base
    $0 + $536,692 related
    Bonus
    $0 + $25,731 related
    Other
    $0 + $26,437 related
    Deferred
    $0 + $27,678 related
    Nontaxable benefits
    $0 + $21,134 related
    Filer's total
    $0 + $637,672 related

  • Dawn Walden

    SVP, Chief Revenue Cycle Officer THRU 04/01/2024

    Total calculated
    $670,728
    From this org
    $0
    From related orgs
    $653,053
    Other
    $17,675
    Hours/week
    16 + 24 related

    Schedule J breakdown matched by us

    Base
    $0 + $125,407 related
    Bonus
    $0 + $38,650 related
    Other
    $0 + $488,996 related
    Deferred
    $0 + $10,350 related
    Nontaxable benefits
    $0 + $7,325 related
    Filer's total
    $0 + $670,728 related

  • Issam Moussa MD

    Medical Director

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

    Schedule J breakdown matched by us

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

  • Kenneth Aronson MD

    Medical Director

    Total calculated
    $769,148
    From this org
    $0
    From related orgs
    $718,772
    Other
    $50,376
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $634,032 related
    Bonus
    $0 + $58,303 related
    Other
    $0 + $26,437 related
    Deferred
    $0 + $27,678 related
    Nontaxable benefits
    $0 + $22,698 related
    Filer's total
    $0 + $769,148 related

  • 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
    1 + 39 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

  • Scott Hendrie

    VP, Finance & Treasury

    Total calculated
    $469,351
    From this org
    $0
    From related orgs
    $416,624
    Other
    $52,727
    Hours/week
    4 + 36 related

    Schedule J breakdown matched by us

    Base
    $0 + $340,396 related
    Bonus
    $0
    Other
    $0 + $76,228 related
    Deferred
    $0 + $34,541 related
    Nontaxable benefits
    $0 + $18,186 related
    Filer's total
    $0 + $469,351 related

  • Amber Hanson

    Pharmacist

    Total calculated
    $366,033
    From this org
    $318,531
    From related orgs
    $0
    Other
    $47,502
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $315,394
    Bonus
    $2,341
    Other
    $796
    Deferred
    $22,646
    Nontaxable benefits
    $24,856
    Filer's total
    $366,033

  • Bruce Damon

    Director, Clinical Imaging Research

    Total calculated
    $383,326
    From this org
    $328,755
    From related orgs
    $0
    Other
    $54,571
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $317,161
    Bonus
    $0
    Other
    $11,594
    Deferred
    $22,118
    Nontaxable benefits
    $32,453
    Filer's total
    $383,326

  • Jodi Davis

    Registered Nurse - CFH House Supervisor

    Total calculated
    $373,985
    From this org
    $326,696
    From related orgs
    $0
    Other
    $47,289
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $324,968
    Bonus
    $0
    Other
    $1,728
    Deferred
    $16,121
    Nontaxable benefits
    $31,168
    Filer's total
    $373,985

  • Maria Fe Celis

    Registered Nurse - CFH CIA

    Total calculated
    $370,618
    From this org
    $318,192
    From related orgs
    $0
    Other
    $52,426
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $313,253
    Bonus
    $0
    Other
    $4,939
    Deferred
    $23,114
    Nontaxable benefits
    $29,312
    Filer's total
    $370,618

  • Marlyse Kengue Moukeke

    Pharmacist

    Total calculated
    $291,721
    From this org
    $272,713
    From related orgs
    $0
    Other
    $19,008
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $271,935
    Bonus
    $0
    Other
    $778
    Deferred
    $19,008
    Nontaxable benefits
    $0
    Filer's total
    $291,721

  • Charles Dennis

    FORMER OFFICER

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

    Schedule J breakdown matched by us

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

  • Uretz Oliphant MD

    Former Officer

    Total calculated
    $138,666
    From this org
    $0
    From related orgs
    $131,034
    Other
    $7,632
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $124,529 related
    Bonus
    $0
    Other
    $0 + $6,505 related
    Deferred
    $0 + $3,178 related
    Nontaxable benefits
    $0 + $4,454 related
    Filer's total
    $0 + $138,666 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

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

Answered no

  • 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 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 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 4a Severance or change-of-control payment
IN 2024 SEVERANCE PAYMENTS WERE PAID TO DAWN WALDEN ($245,707).
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 THE CARLE FOUNDATION HOSPITAL, THAT ARE LISTED IN THE 990 PART VII INCLUDED KELLY CUNNINGHAM, MD, ELIZABETH ANGELO, DNP, RN-BC, DENNIS HESCH, MATTHEW KOLB, JD, MHA, JAMES C. LEONARD, MD, NAPOLEON KNIGHT, MD, MBA, LAUREN SCHMID, MBA, DAWN WALDEN, DAVID CHAN, MD, CALEB MILLER, ISSAM MOUSSA, MD, KENNETH ARONSON, MD, BLAIR ROWITZ, MD, SCOTT HENDRIE, URETZ OLIPHANT, MD AND CHARLES DENNIS. THE 2024 PAYMENTS FROM THE 457(F) PLAN WERE MADE TO CALEB MILLER ($74,056), MATTHEW KOLB, JD, MHA ($269,019), JAMES C. LEONARD, MD ($462,357), LAUREN SCHMID, MBA ($137,552), NAPOLEON KNIGHT, MD, MBA ($229,062), SCOTT HENDRIE ($49,012), DAWN WALDEN ($237,310) AND CHARLES DENNIS ($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

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.

  • 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 · 100% owned · share of income $3,106,368 · share of assets $0 · 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
2024
Filed
15 November 2025
IRS schema version
2024v5.1
Source object
202543199349302794

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