Skip to content
Nonprofiteer
← CARLE HEALTH-WEST REGION

Form 990 for tax year 2023

Filed by CARLE HEALTH-WEST REGION.

Totals

Total revenue
$0
Total expenses
$343
Contributions and grants received
$0
Grants paid
$0
Program services expenses (Part IX)
$0
Management and general expenses
$343
Fundraising expenses
$0
Program service expenses (Part III)
$0

Program services were 0.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • DEBBIE SIMON

    Secretary/Treasurer

    Total calculated
    $0
    Hours/week
    1 + 9 related

  • JAMES STEVENSON

    Trustee; Vice Chair

    Total calculated
    $3,625
    From this org
    $0
    From related orgs
    $3,625
    Other
    $0
    Hours/week
    1 + 11 related

  • JOHN WIELAND

    Chair

    Total calculated
    $686,902
    From this org
    $0
    From related orgs
    $653,588
    Other
    $33,314
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $564,563 related
    Bonus
    $0 + $64,312 related
    Other
    $0 + $24,713 related
    Deferred
    $0 + $6,600 related
    Nontaxable benefits
    $0 + $26,714 related
    Filer's total
    $0 + $686,902 related

  • RICH KRIEGSMAN

    Vice Chair; Trustee

    Total calculated
    $0
    Hours/week
    1 + 7 related

  • AARON KILGORE

    Trustee

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • AMY DARLING

    Trustee

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • DAVID MUELLER

    Trustee

    Total calculated
    $0
    Hours/week
    1 + 8 related

  • DENNIS TRIGGS JD

    Trustee

    Total calculated
    $3,625
    From this org
    $0
    From related orgs
    $3,625
    Other
    $0
    Hours/week
    0.5 + 4.5 related

  • DIRK ROECKER

    Trustee

    Total calculated
    $0
    Hours/week
    1 + 7 related

  • JENNA CICCIARELLI-WIESNER

    Trustee

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • JERRY BELL PHD

    Trustee

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • KEVIN BARBIER

    Trustee

    Total calculated
    $0
    Hours/week
    1 + 2.3 related

  • MELISSA YODER

    Trustee

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • PETER JOHNSEN PHD

    Trustee

    Total calculated
    $0
    Hours/week
    1 + 7 related

  • RONALD CHAMPAGNE MD

    Trustee

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • RUSTY DUNN

    Trustee

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • DENNIS HESCH

    Officer - EVP, Chief Finance & Strategy Officer

    Total calculated
    $1,762,884
    From this org
    $0
    From related orgs
    $1,395,995
    Other
    $366,889
    Hours/week
    0.5 + 39.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,104,200 related
    Bonus
    $0 + $262,608 related
    Other
    $0 + $29,187 related
    Deferred
    $0 + $346,286 related
    Nontaxable benefits
    $0 + $20,603 related
    Filer's total
    $0 + $1,762,884 related

  • JAMES C LEONARD MD

    Officer - President & CEO

    Total calculated
    $5,726,886
    From this org
    $0
    From related orgs
    $5,690,001
    Other
    $36,885
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,690,975 related
    Bonus
    $0 + $443,047 related
    Other
    $0 + $3,555,979 related
    Deferred
    $0 + $16,500 related
    Nontaxable benefits
    $0 + $20,385 related
    Filer's total
    $0 + $5,726,886 related

  • JOHN PETERS

    Secretary/Treasurer // CFO // THRU 03/31/2023

    Total calculated
    $339,225
    From this org
    $0
    From related orgs
    $314,895
    Other
    $24,330
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $213,222 related
    Bonus
    $0 + $83,782 related
    Other
    $0 + $17,891 related
    Deferred
    $0 + $11,390 related
    Nontaxable benefits
    $0 + $12,940 related
    Filer's total
    $0 + $339,225 related

  • KEITH KNEPP MD

    Ex Officio, Non-Voting // Officer - President, Carle Health - West Region

    Total calculated
    $1,672,937
    From this org
    $0
    From related orgs
    $1,628,845
    Other
    $44,092
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $606,605 related
    Bonus
    $0 + $173,515 related
    Other
    $0 + $848,725 related
    Deferred
    $0 + $17,461 related
    Nontaxable benefits
    $0 + $26,631 related
    Filer's total
    $0 + $1,672,937 related

  • KEN DICKEN MBA

    VP, Finance - West Region

    Total calculated
    $274,455
    From this org
    $0
    From related orgs
    $262,860
    Other
    $11,595
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $251,128 related
    Bonus
    $0 + $10,000 related
    Other
    $0 + $1,732 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $11,595 related
    Filer's total
    $0 + $274,455 related

  • MATTHEW KOLB JD MHA

    Ex Officio, Non-Voting // Officer - President, Carle Health Regions // EVP, COO

    Total calculated
    $1,930,707
    From this org
    $0
    From related orgs
    $1,567,332
    Other
    $363,375
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,092,613 related
    Bonus
    $0 + $219,047 related
    Other
    $0 + $255,672 related
    Deferred
    $0 + $335,494 related
    Nontaxable benefits
    $0 + $27,881 related
    Filer's total
    $0 + $1,930,707 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 — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation
THE BOARD OF TRUSTEES OF THE CARLE FOUNDATION, THE PARENT ORGANIZATION OF CARLE HEALTH - WEST REGION, 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 2023 PARTICIPANTS IN THE 457(F) PLAN OFFERED BY THE CARLE FOUNDATION, THE PARENT ORGANIZATION OF CARLE HEALTH - WEST REGION, THAT ARE LISTED IN THE 990 PART VII INCLUDE DENNIS HESCH, JAMES LEONARD, MD, MATTHEW KOLB, AND KEITH KNEPP, MD. THE 2023 PAYMENTS FROM THE 457(F) PLAN WERE MADE TO JAMES LEONARD, MD ($3,526,792), MATTHEW KOLB ($226,485), AND KEITH KNEPP, MD ($519,694).

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.

Provenance

Return type
form_990
Tax year
2023
Filed
15 November 2024
IRS schema version
2023v5.1
Source object
202423209349316492

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.