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Nonprofiteer
← CARLE WEST PHYSICIAN GROUP INC

Form 990 for tax year 2022

Filed by CARLE WEST PHYSICIAN GROUP INC.

Totals

Total revenue
$49,382,701
Total expenses
$98,832,809
Contributions and grants received
$21,449
Grants paid
$22,500
Program service revenue
$49,306,649
Investment income
$0
Other revenue
$54,603
Total assets, end of year
$7,428,847
Total liabilities, end of year
$8,784,844
Net assets or fund balances, end of year
-$1,355,997
Program services expenses (Part IX)
$90,852,368
Management and general expenses
$7,980,441
Fundraising expenses
$0
Program service expenses (Part III)
$90,852,368

Program services were 91.9% 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

    $3,187

  • 1e · Government grants (contributions)

    $18,262

  • 2a · Program service revenue: PATIENT SERVICE REVENUE

    total $46,722,732 · related or exempt $46,722,732

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

    total $2,583,917 · related or exempt $2,583,917

  • 2f · All other program service revenue

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

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7c · Gain or loss

    securities $0 · other assets $0

  • 11a · Other revenue: Deposition Payments

    total $27,300 · related or exempt $27,300

  • 11b · Other revenue: INTEREST ON BILLED ACCOUNTS

    total $15,321 · related or exempt $15,321

  • 11c · Other revenue: INTERNAL PROFESSIONAL REVENUE

    total $5,293 · related or exempt $5,293

  • 11d · All other revenue

    total $6,689 · related or exempt $6,689 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $54,603

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $22,500 · program services $22,500

  • 2 · Grants to domestic individuals

    total $0 · program services $0

  • 3 · Grants to foreign organizations and individuals

    total $0 · program services $0

  • 4 · Benefits paid to or for members

    total $0 · program services $0

  • 5 · Compensation of officers, directors and key employees

    total $983,753 · program services $983,753

  • 7 · Other salaries and wages

    total $59,383,500 · program services $56,390,170 · management and general $2,993,330

  • 8 · Pension plan contributions

    total $2,500,165 · program services $2,428,545 · management and general $71,620

  • 9 · Other employee benefits

    total $2,892,166 · program services $2,775,358 · management and general $116,808

  • 10 · Payroll taxes

    total $2,803,746 · program services $2,685,152 · management and general $118,594

  • 11d · Fees: lobbying

    total $542 · management and general $542

  • 11g · Fees: other

    total $6,603,312 · program services $6,505,380 · management and general $97,932 · fundraising $0

  • 12 · Advertising and promotion

    total $258,634 · management and general $258,634

  • 13 · Office expenses

    total $571,105 · program services $550,430 · management and general $20,675

  • 14 · Information technology

    total $524,670 · program services $457,840 · management and general $66,830

  • 16 · Occupancy

    total $1,654,095 · program services $1,461,745 · management and general $192,350

  • 17 · Travel

    total $66,723 · program services $66,349 · management and general $374

  • 19 · Conferences, conventions and meetings

    total $35,782 · program services $35,782

  • 22 · Depreciation, depletion and amortization

    total $486,394 · program services $485,649 · management and general $745

  • 23 · Insurance

    total $107,878 · management and general $107,878

  • 24a · Other expenses: INTERNAL MANAGEMENT FEES

    total $16,894,883 · program services $12,975,879 · management and general $3,919,004

  • 24b · Other expenses: PATIENT CARE SUPPLIES

    total $2,965,138 · program services $2,965,138

  • 24c · Other expenses: Non-Physician Recruitment

    total $44,250 · program services $29,250 · management and general $15,000

  • 24d · Other expenses: Moving Expense

    total $20,000 · program services $20,000

  • 24e · All other expenses

    total $13,573 · program services $13,448 · management and general $125 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year -$510,243 · end of year $2,340

  • 4 · Accounts receivable

    beginning of year $6,048,245 · end of year $4,418,474

  • 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 $247,541 · end of year $247,541

  • 9 · Prepaid expenses and deferred charges

    beginning of year $21,345 · end of year $50,098

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

    $2,788,714

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

    $830,358

  • 10c · Land, buildings and equipment, net

    beginning of year $1,283,974 · end of year $1,958,356

  • 12 · Investments: other securities

    beginning of year $0

  • 13 · Investments: program-related

    beginning of year $0

  • 15 · Other assets

    beginning of year $813,544 · end of year $752,038

  • 17 · Accounts payable and accrued expenses

    beginning of year $8,340,126 · end of year $8,032,806

  • 19 · Deferred revenue

    beginning of year $18,261 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $813,544 · end of year $752,038

  • 27 · Net assets without donor restrictions

    beginning of year -$1,267,525 · end of year -$1,355,997

Mission and programs · 2022

Mission

CARLE WEST PHYSICIAN GROUP'S MISSION IS TO BE THE TRUSTED PARTNER IN ALL HEALTHCARE DECISIONS AND IMPROVE HEALTH BY PROVIIDNG HIGHLY ACCESSIBLE, WORLD-CLASS CARE AND SERVICE.

Activities or mission (Part I)

CARLE WEST PHYSICIAN GROUP'S MISSION IS TO BE THE TRUSTED PARTNER IN ALL HEALTHCARE DECISIONS AND IMPROVE HEALTH BY PROVIDING HIGHLY ACCESSIBLE, WORLD-CLASS CARE AND SERVICE.

  • CARLE WEST PHYSICIAN GROUP ("CWPG") IS A TAX-EXEMPT ILLINOIS NOT-FOR-PROFIT CORPORATION ESTABLISHED FOR THE PURPOSE OF PROVIDING INPATIENT AND OUTPATIENT PHYSICIAN MEDICAL SERVICES. CWPG OPERATES AS A PRIVATE, MULTISPECIALTY GROUP MEDICAL PRACTICE COMPRISED OF PHYSICIANS, SURGEONS, AND AFFILIATED CLINICAL STAFF. CWPG OFFERS QUALITY HEALTH CARE IN APPROXIMATELY NINETEEN SPECIALTIES IN TWENTY-THREE CLINIC LOCATIONS. IN 2022, CWPG HAD APPROXIMATELY 255,843 OUTPATIENT VISITS WITH APPROXIMATELY 22,028 CONVENIENT CARE VISITS.

    Expenses $90,852,368 · Grants $22,500 · Revenue $49,361,252

As filed on the 2022 return.

Listed in Part VII

  • 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

    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 (THRU 08/31/22)

    Total calculated
    $0
    Hours/week
    1

  • Karl Appelquist

    Immediate Past Chair

    Total calculated
    $0
    Hours/week
    1

  • Michael Devocelle

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Dennis Hesch

    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
    1 + 39 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

  • James C Leonard MD

    Ex-Officio - President & CEO

    Total calculated
    $2,801,918
    From this org
    $0
    From related orgs
    $2,140,109
    Other
    $661,809
    Hours/week
    0.2 + 39.8 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

  • Matthew Kolb JD MHA

    EVP, Chief Operating Officer

    Total calculated
    $1,757,452
    From this org
    $0
    From related orgs
    $1,363,262
    Other
    $394,190
    Hours/week
    1 + 39 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

    EVP, Chief Medical Officer

    Total calculated
    $858,813
    From this org
    $0
    From related orgs
    $744,746
    Other
    $114,067
    Hours/week
    1 + 39 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

  • Aaron Traeger MD

    Associate Medical Director

    Total calculated
    $700,605
    From this org
    $631,056
    From related orgs
    $0
    Other
    $69,549
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $465,947
    Bonus
    $162,188
    Other
    $2,921
    Deferred
    $45,010
    Nontaxable benefits
    $24,539
    Filer's total
    $700,605

  • Amanda Smith

    VP, BroMenn & Eureka Amb Care

    Total calculated
    $281,045
    From this org
    $227,228
    From related orgs
    $0
    Other
    $53,817
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $199,536
    Bonus
    $26,120
    Other
    $1,572
    Deferred
    $38,856
    Nontaxable benefits
    $14,961
    Filer's total
    $281,045

  • John Wieland MD

    Associate Chief Medical Officer

    Total calculated
    $632,730
    From this org
    $116,053
    From related orgs
    $448,243
    Other
    $68,434
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $91,053 + $400,221 related
    Bonus
    $25,000 + $45,755 related
    Other
    $0 + $2,267 related
    Deferred
    $0 + $45,010 related
    Nontaxable benefits
    $0 + $23,424 related
    Filer's total
    $116,053 + $516,677 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

  • Emilio Nardone

    Physician - Neurosurgery

    Total calculated
    $1,715,483
    From this org
    $1,662,705
    From related orgs
    $0
    Other
    $52,778
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $1,612,508
    Bonus
    $47,984
    Other
    $2,213
    Deferred
    $45,010
    Nontaxable benefits
    $7,768
    Filer's total
    $1,715,483

  • Jason Seibly

    Physician - Neurosurgery

    Total calculated
    $1,073,719
    From this org
    $1,027,857
    From related orgs
    $0
    Other
    $45,862
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $969,790
    Bonus
    $55,854
    Other
    $2,213
    Deferred
    $45,010
    Nontaxable benefits
    $852
    Filer's total
    $1,073,719

  • Jerome Oakey

    Physician Hand - Orthopedics

    Total calculated
    $1,141,683
    From this org
    $1,070,853
    From related orgs
    $0
    Other
    $70,830
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $841,666
    Bonus
    $226,974
    Other
    $2,213
    Deferred
    $45,010
    Nontaxable benefits
    $25,820
    Filer's total
    $1,141,683

  • Joseph Novotny

    Physician - Orthopedics

    Total calculated
    $1,183,212
    From this org
    $1,134,426
    From related orgs
    $0
    Other
    $48,786
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $888,976
    Bonus
    $243,237
    Other
    $2,213
    Deferred
    $24,510
    Nontaxable benefits
    $24,276
    Filer's total
    $1,183,212

  • Mark Hanson

    Physician - Orthopedics

    Total calculated
    $996,129
    From this org
    $954,146
    From related orgs
    $0
    Other
    $41,983
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $790,681
    Bonus
    $161,102
    Other
    $2,363
    Deferred
    $24,510
    Nontaxable benefits
    $17,473
    Filer's total
    $996,129

  • Charles Dennis MD

    Former - Officer (THRU 12/31/21)

    Total calculated
    $482,055
    From this org
    $0
    From related orgs
    $437,905
    Other
    $44,150
    Hours/week
    0 + 20 related

    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

  • Girishkumar Dhorajia MD

    Former - Highest Compensated Employee

    Total calculated
    $1,641,082
    From this org
    $768,959
    From related orgs
    $768,959
    Other
    $103,164
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $419,399 + $419,399 related
    Bonus
    $347,347 + $347,347 related
    Other
    $2,213 + $2,213 related
    Deferred
    $24,510 + $24,510 related
    Nontaxable benefits
    $27,072 + $27,072 related
    Filer's total
    $820,541 + $820,541 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, THE PARENT COMPANY OF CARLE WEST PHYSICIAN GROUP, 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 CARLE BROMENN MEDICAL CENTER, THAT ARE LISTED IN THE 990 PART VII INCLUDE DENNIS HESCH, MATTHEW KOLB, JAMES LEONARD, MD, NAPOLEON KNIGHT, MD, LAUREN SCHMID, AND AMANDA SMITH. -IN 2022, PAYMENTS FROM THE 457(F) PLAN WERE MADE TO MATTHEW KOLB ($155,067), JAMES LEONARD, MD ($497), NAPOLEON KNIGHT, MD ($5,621), AND LAUREN SCHMID ($95,210).
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.
Schedule J, Part I, Line 5a
PHYSICIAN'S COMPENSATION IS PARTIALLY BASED ON PRODUCTION.

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

  • Redbirds Sports Property

    $22,500

    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.

Related partnerships

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

  • CHAMPAIGN SURGICENTER LLC

    N/A · Surgical Center · IL

    Directly controlled by NA

Related corporations and trusts

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

  • HEALTH SYSTEMS INSURANCE LIMITED

    C Corporation · Insurance · CJ · controlled entity

    Directly controlled by NA

  • CARLE RISK MANAGEMENT COMPANY

    C Corporation · Risk Management · IL · controlled entity

    Directly controlled by NA

  • EVALIDATA INC

    C Corporation · Physician Credentialing · IL · controlled entity

    Directly controlled by NA

  • CHA HOLDING INC

    C Corporation · Holding Co. · IL · controlled entity

    Directly controlled by NA

  • CARLE HOLDING COMPANY INC

    C Corporation · Holding Co. · 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 CONNECT INC

    C Corporation · Health Care Coordination · IL · controlled entity

    Directly controlled by NA

  • HEALTH ALLIANCE NORTHWEST HOLDING INC

    C Corporation · Holding Co. · WA · controlled entity

    Directly controlled by NA

  • HEALTH ALLIANCE NORTHWEST HEALTH PLAN INC

    C Corporation · Health Coverage · WA · controlled entity

    Directly controlled by NA

  • HEALTH ALLIANCE-MIDWEST INC

    C Corporation · Health Coverage · IL · controlled entity

    Directly controlled by NA

  • CARLE VENTURES INC

    C Corporation · Health Care Partnerships · IL · controlled entity

    Directly controlled by NA

  • CARLE HEALTH PHYSICIAN PARTNERS INC

    C Corporation · Physician Services · IL · controlled entity

    Directly controlled by NA

  • FIRST CAROLINA CARE INSURANCE COMPANY

    C Corporation · Insurance · IL · controlled entity

    Directly controlled by NA

Provenance

Return type
form_990
Tax year
2022
Filed
15 November 2023
IRS schema version
2022v5.0
Source object
202313199349317916

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