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Nonprofiteer
← THE CARLE FOUNDATION HOSPITAL

Form 990 for tax year 2022

Filed by THE CARLE FOUNDATION HOSPITAL.

Totals

Total revenue
$1,253,422,160
Total expenses
$1,085,210,294
Contributions and grants received
$20,156,883
Grants paid
$1,488,784
Program service revenue
$1,226,056,070
Investment income
$92,809
Other revenue
$7,116,398
Total assets, end of year
$471,321,883
Total liabilities, end of year
$228,367,990
Net assets or fund balances, end of year
$242,953,893
Program services expenses (Part IX)
$1,063,885,312
Management and general expenses
$21,324,982
Fundraising expenses
$0
Program service expenses (Part III)
$1,063,885,312

Program services were 98.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Karl Appelquist

    Immediate Past Chair

    Total calculated
    $0
    Hours/week
    1

  • Mark Czys

    Vice Chair

    Total calculated
    $0
    Hours/week
    1

  • Paul Tucker PhD

    Chair

    Total calculated
    $0
    Hours/week
    1

  • Uretz Oliphant MD

    Secretary/Treasurer of Board

    Total calculated
    $614,077
    From this org
    $0
    From related orgs
    $552,134
    Other
    $61,943
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $505,354 related
    Bonus
    $0 + $44,417 related
    Other
    $0 + $2,363 related
    Deferred
    $0 + $45,010 related
    Nontaxable benefits
    $0 + $16,933 related
    Filer's total
    $0 + $614,077 related

  • Aja Lystila MD

    Trustee & PHYSICIAN

    Total calculated
    $388,116
    From this org
    $0
    From related orgs
    $339,330
    Other
    $48,786
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $253,745 related
    Bonus
    $0 + $83,766 related
    Other
    $0 + $1,819 related
    Deferred
    $0 + $24,510 related
    Nontaxable benefits
    $0 + $24,276 related
    Filer's total
    $0 + $388,116 related

  • Jon Stewart

    Trustee THU 8/31/2022

    Total calculated
    $0
    Hours/week
    1

  • Michael Devocelle

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • 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
    4 + 36 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

  • Elizabeth Angelo

    President (BEG 3/1/2022), CFH // Chief Nursing Officer

    Total calculated
    $657,669
    From this org
    $0
    From related orgs
    $535,690
    Other
    $121,979
    Hours/week
    35 + 5 related

    Schedule J breakdown matched by us

    Base
    $0 + $459,553 related
    Bonus
    $0 + $72,462 related
    Other
    $0 + $3,675 related
    Deferred
    $0 + $97,363 related
    Nontaxable benefits
    $0 + $24,616 related
    Filer's total
    $0 + $657,669 related

  • James C Leonard MD

    Ex-Officio, Officer - President & CEO

    Total calculated
    $2,801,918
    From this org
    $0
    From related orgs
    $2,140,109
    Other
    $661,809
    Hours/week
    5 + 35 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

  • Lynette Barnes

    Officer - President, Carle Foundation Hospital THU 2/28/2022

    Total calculated
    $430,793
    From this org
    $0
    From related orgs
    $405,709
    Other
    $25,084
    Hours/week
    35 + 5 related

    Schedule J breakdown matched by us

    Base
    $0 + $282,567 related
    Bonus
    $0 + $78,065 related
    Other
    $0 + $45,077 related
    Deferred
    $0 + $25,002 related
    Nontaxable benefits
    $0 + $82 related
    Filer's total
    $0 + $430,793 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
    5 + 35 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
    10 + 30 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

  • Blair Rowitz MD

    Associate Chief Medical Officer

    Total calculated
    $755,265
    From this org
    $0
    From related orgs
    $688,479
    Other
    $66,786
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    $0 + $597,394 related
    Bonus
    $0 + $88,797 related
    Other
    $0 + $2,288 related
    Deferred
    $0 + $42,510 related
    Nontaxable benefits
    $0 + $24,276 related
    Filer's total
    $0 + $755,265 related

  • Caleb Miller

    SVP, Surgical Services & Amb Care

    Total calculated
    $728,917
    From this org
    $0
    From related orgs
    $563,204
    Other
    $165,713
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $412,704 related
    Bonus
    $0 + $66,505 related
    Other
    $0 + $83,995 related
    Deferred
    $0 + $137,541 related
    Nontaxable benefits
    $0 + $28,172 related
    Filer's total
    $0 + $728,917 related

  • David Chan MD

    Associate Chief Medical Director

    Total calculated
    $547,394
    From this org
    $0
    From related orgs
    $485,695
    Other
    $61,699
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    $0 + $413,689 related
    Bonus
    $0 + $69,832 related
    Other
    $0 + $2,174 related
    Deferred
    $0 + $45,010 related
    Nontaxable benefits
    $0 + $16,689 related
    Filer's total
    $0 + $547,394 related

  • Dawn Walden

    SVP, Chief Revenue Cycle Officer

    Total calculated
    $585,814
    From this org
    $0
    From related orgs
    $456,458
    Other
    $129,356
    Hours/week
    16 + 24 related

    Schedule J breakdown matched by us

    Base
    $0 + $321,403 related
    Bonus
    $0 + $64,049 related
    Other
    $0 + $71,006 related
    Deferred
    $0 + $109,217 related
    Nontaxable benefits
    $0 + $20,139 related
    Filer's total
    $0 + $585,814 related

  • Issam Moussa MD

    Medical Director

    Total calculated
    $807,713
    From this org
    $0
    From related orgs
    $759,953
    Other
    $47,760
    Hours/week
    39 + 1 related

    Schedule J breakdown matched by us

    Base
    $0 + $644,416 related
    Bonus
    $0 + $113,324 related
    Other
    $0 + $2,213 related
    Deferred
    $0 + $45,010 related
    Nontaxable benefits
    $0 + $2,750 related
    Filer's total
    $0 + $807,713 related

  • Kenneth Aronson MD

    Medical Director

    Total calculated
    $686,599
    From this org
    $0
    From related orgs
    $623,336
    Other
    $63,263
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $509,212 related
    Bonus
    $0 + $111,911 related
    Other
    $0 + $2,213 related
    Deferred
    $0 + $45,010 related
    Nontaxable benefits
    $0 + $18,253 related
    Filer's total
    $0 + $686,599 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 + 39 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

  • Sally Salmons MD

    Associate Chief Medical Officer, Amb Care

    Total calculated
    $545,699
    From this org
    $0
    From related orgs
    $456,156
    Other
    $89,543
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $396,944 related
    Bonus
    $0 + $56,199 related
    Other
    $0 + $3,013 related
    Deferred
    $0 + $69,824 related
    Nontaxable benefits
    $0 + $19,719 related
    Filer's total
    $0 + $545,699 related

  • Bruce Damon

    Director, Clinical Imaging Research

    Total calculated
    $298,222
    From this org
    $268,933
    From related orgs
    $0
    Other
    $29,289
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $246,141
    Bonus
    $21,326
    Other
    $1,466
    Deferred
    $2,732
    Nontaxable benefits
    $26,557
    Filer's total
    $298,222

  • Jodi Davis

    Registered Nurse - CFH House Supervisor

    Total calculated
    $329,724
    From this org
    $282,020
    From related orgs
    $0
    Other
    $47,704
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $278,570
    Bonus
    $3,000
    Other
    $450
    Deferred
    $23,034
    Nontaxable benefits
    $24,670
    Filer's total
    $329,724

  • Kerry Fox

    Director, Periop Services tho SM

    Total calculated
    $252,832
    From this org
    $210,710
    From related orgs
    $0
    Other
    $42,122
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $189,614
    Bonus
    $19,689
    Other
    $1,407
    Deferred
    $17,846
    Nontaxable benefits
    $24,276
    Filer's total
    $252,832

  • Maria Fe P Celis

    Registered Nurse - CFH CIA

    Total calculated
    $334,364
    From this org
    $287,073
    From related orgs
    $0
    Other
    $47,291
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $277,223
    Bonus
    $9,670
    Other
    $180
    Deferred
    $22,918
    Nontaxable benefits
    $24,373
    Filer's total
    $334,364

  • Wendall Ryherd

    MRI Tech - Radiology

    Total calculated
    $260,951
    From this org
    $226,993
    From related orgs
    $0
    Other
    $33,958
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $226,075
    Bonus
    $500
    Other
    $418
    Deferred
    $17,618
    Nontaxable benefits
    $16,340
    Filer's total
    $260,951

  • Charles Dennis MD

    Former - Officer

    Total calculated
    $482,055
    From this org
    $0
    From related orgs
    $437,905
    Other
    $44,150
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $261,683 related
    Bonus
    $0 + $173,935 related
    Other
    $0 + $2,287 related
    Deferred
    $0 + $24,510 related
    Nontaxable benefits
    $0 + $19,640 related
    Filer's total
    $0 + $482,055 related

  • Julianna Sellett

    Former - Key Employee

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

  • Laurence Fallon

    Former - Key Employee

    Total calculated
    $1,141,155
    From this org
    $0
    From related orgs
    $851,281
    Other
    $289,874
    Hours/week
    0 + 18 related

    Schedule J breakdown matched by us

    Base
    $0 + $678,156 related
    Bonus
    $0 + $168,917 related
    Other
    $0 + $4,208 related
    Deferred
    $0 + $264,214 related
    Nontaxable benefits
    $0 + $25,660 related
    Filer's total
    $0 + $1,141,155 related

  • Malec Mokraoui MD

    Former - Key Employee

    Total calculated
    $522,096
    From this org
    $0
    From related orgs
    $463,283
    Other
    $58,813
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $461,431 related
    Bonus
    $0
    Other
    $0 + $1,852 related
    Deferred
    $0 + $39,510 related
    Nontaxable benefits
    $0 + $19,303 related
    Filer's total
    $0 + $522,096 related

  • Pamela Bigler

    Former - Key Employee

    Total calculated
    $347,593
    From this org
    $0
    From related orgs
    $339,041
    Other
    $8,552
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $27,068 related
    Bonus
    $0 + $71,280 related
    Other
    $0 + $240,693 related
    Deferred
    $0 + $7,841 related
    Nontaxable benefits
    $0 + $711 related
    Filer's total
    $0 + $347,593 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 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 THE CARLE FOUNDATION HOSPITAL, THAT ARE LISTED IN THE 990 PART VII INCLUDED LYNETTE BARNES, ELIZABETH ANGELO, DENNIS HESCH, MATTHEW KOLB, JAMES LEONARD, MD, NAPOLEON KNIGHT, MD, LAUREN SCHMID, DAWN WALDEN, SALLY SALMONS, MD, CALEB MILLER, PAMELA BIGLER, LAURENCE FALLON, AND JULIANNA SELLETT. THE 2022 PAYMENTS FROM THE 457(F) PLAN WERE MADE TO LYNETTE BARNES ($43,265), MATTHEW KOLB ($155,067), JAMES LEONARD, MD ($497), NAPOLEON KNIGHT, MD ($5,621), LAUREN SCHMID ($95,210), DAWN WALDEN ($68,421), SALLY SALMONS, MD ($8), CALEB MILLER ($80,918), PAMELA BIGLER ($240,254), AND JULIANNA SELLETT ($24).
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 DIRECTORS 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.

Related corporations and trusts

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

Provenance

Return type
form_990
Tax year
2022
Filed
15 November 2023
IRS schema version
2022v5.0
Source object
202343199349319289

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