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← METHODIST MEDICAL CENTER OF ILLINOIS

Form 990 for tax year 2023

Filed by METHODIST MEDICAL CENTER OF ILLINOIS.

This return was superseded by a later amendment. matched by us It is kept because history is preserved rather than replaced.

What the amendment changed

Compared with the latest return for 2023 , filed 20 February 2025. matched by us Only the return's totals, a 990-PF's accounting method and the names listed in Part VII (Part VIII on a 990-PF) are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.

Those are the same on the two returns, so the amendment changed something else.

Totals

Total revenue
$462,892,496
Total expenses
$532,811,590
Contributions and grants received
$4,027,908
Grants paid
$622,366
Program service revenue
$440,187,308
Investment income
$11,798,365
Other revenue
$6,878,915
Total assets, end of year
$624,064,311
Total liabilities, end of year
$535,119,908
Net assets or fund balances, end of year
$88,944,403
Program services expenses (Part IX)
$455,524,017
Management and general expenses
$77,287,573
Fundraising expenses
$0
Program service expenses (Part III)
$455,524,017

Program services were 85.5% 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

    $1,409,984

  • 1e · Government grants (contributions)

    $1,879,589

  • 1f · All other contributions, gifts and grants

    $738,335

  • 1g · Noncash contributions included above

    $191,956

  • 2a · Program service revenue: NET PATIENT REVENUE

    total $414,392,648 · related or exempt $414,392,648

  • 2b · Program service revenue: LABORATORY SERVICES

    total $7,377,804 · related or exempt $3,645,309 · unrelated business $3,732,495

  • 2c · Program service revenue: PHARMACY REVENUE

    total $5,697,009 · related or exempt $5,697,009

  • 2d · Program service revenue: EDUCATION & RESEARCH

    total $8,799,221 · related or exempt $8,799,221

  • 2e · Program service revenue: SUBS & JOINT VENTURES

    total $3,016,885 · related or exempt $3,016,885

  • 2f · All other program service revenue

    total $903,741 · related or exempt $572,093 · unrelated business $331,648 · excluded $0

  • 3 · Investment income

    total $5,622,439 · excluded $5,622,439

  • 6a · Gross rents

    real property $179,191

  • 6c · Rental income or loss

    real property $179,191 · personal property $0

  • 6d · Net rental income or loss

    total $179,191 · excluded $179,191

  • 7a · Gross sales of assets other than inventory

    securities $6,138,712 · other assets $50,000

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

    other assets $12,786

  • 7c · Gain or loss

    securities $6,138,712 · other assets $37,214

  • 7d · Net gain or loss

    total $6,175,926 · excluded $6,175,926

  • 10a · Gross sales of inventory

    $60,272

  • 10b · Cost of goods sold

    $60,272

  • 11a · Other revenue: OTHER CONTRACT REVENUE

    total $2,382,309 · related or exempt $2,318,189 · unrelated business $64,120

  • 11b · Other revenue: CAFETERIA/FOOD SERVICES

    total $1,947,888 · excluded $1,947,888

  • 11c · Other revenue: SHARED SAVINGS REVENUE

    total $719,465 · related or exempt $719,465

  • 11d · All other revenue

    total $1,650,062 · related or exempt $1,650,062 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $6,699,724

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $385,246 · program services $385,246

  • 2 · Grants to domestic individuals

    total $237,120 · program services $237,120

  • 5 · Compensation of officers, directors and key employees

    total $6,076,639 · program services $6,076,639

  • 7 · Other salaries and wages

    total $207,511,371 · program services $190,414,760 · management and general $17,096,611

  • 8 · Pension plan contributions

    total $393,945 · program services $393,945

  • 9 · Other employee benefits

    total $25,280,744 · program services $22,556,987 · management and general $2,723,757

  • 10 · Payroll taxes

    total $12,698,491 · program services $11,536,159 · management and general $1,162,332

  • 11b · Fees: legal

    total $1,588,231 · program services $1,286,427 · management and general $301,804

  • 11c · Fees: accounting

    total $200,000 · management and general $200,000

  • 11d · Fees: lobbying

    total $48,296 · management and general $48,296

  • 11f · Fees: investment management

    total $834,225 · management and general $834,225

  • 11g · Fees: other

    total $67,801,157 · program services $63,385,651 · management and general $4,415,506 · fundraising $0

  • 12 · Advertising and promotion

    total $565,260 · management and general $565,260

  • 13 · Office expenses

    total $7,327,848 · program services $5,255,125 · management and general $2,072,723

  • 14 · Information technology

    total $5,268,259 · program services $4,578,084 · management and general $690,175

  • 16 · Occupancy

    total $9,881,204 · program services $5,881,596 · management and general $3,999,608

  • 17 · Travel

    total $564,176 · program services $442,379 · management and general $121,797

  • 19 · Conferences, conventions and meetings

    total $195,996 · program services $175,715 · management and general $20,281

  • 20 · Interest

    total $2,076,985 · program services $31,663 · management and general $2,045,322

  • 22 · Depreciation, depletion and amortization

    total $18,300,892 · program services $8,801,227 · management and general $9,499,665

  • 23 · Insurance

    total $10,030,076 · management and general $10,030,076

  • 24a · Other expenses: UBTI TAXES

    total $203,788 · management and general $203,788

  • 24b · Other expenses: PATIENT CARE SUPPLIES

    total $77,449,390 · program services $77,449,390

  • 24c · Other expenses: PROVIDER ASSESMENT TAX

    total $21,778,196 · program services $19,036,740 · management and general $2,741,456

  • 24d · Other expenses: INTERNAL MANAGEMENT FEES

    total $50,504,692 · program services $35,416,828 · management and general $15,087,864

  • 24e · All other expenses

    total $5,609,363 · program services $2,182,336 · management and general $3,427,027 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $5,190,741 · end of year $6,781,226

  • 2 · Savings and temporary cash investments

    beginning of year $139,055 · end of year $0

  • 3 · Pledges and grants receivable

    beginning of year $5,310,905 · end of year $0

  • 4 · Accounts receivable

    beginning of year $49,964,464 · end of year $348,270,048

  • 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

  • 7 · Other notes and loans receivable

    beginning of year $49,796,876 · end of year $6,374,155

  • 8 · Inventories for sale or use

    beginning of year $8,712,432 · end of year $7,497,088

  • 9 · Prepaid expenses and deferred charges

    beginning of year $1,609,097 · end of year $1,568,490

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

    $154,178,733

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

    $14,842,088

  • 10c · Land, buildings and equipment, net

    beginning of year $144,885,823 · end of year $139,336,645

  • 11 · Investments: publicly traded securities

    beginning of year $198,657,733 · end of year $51,545,402

  • 12 · Investments: other securities

    beginning of year $0

  • 13 · Investments: program-related

    beginning of year $48,952,446 · end of year $28,147,945

  • 14 · Intangible assets

    beginning of year $4,085 · end of year $0

  • 15 · Other assets

    beginning of year $628,128 · end of year $34,543,312

  • 17 · Accounts payable and accrued expenses

    beginning of year $41,284,834 · end of year $30,488,514

  • 19 · Deferred revenue

    beginning of year $1,018,673 · end of year $1,290,725

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $498,521 · end of year $0

  • 24 · Unsecured notes and loans payable

    beginning of year $2,229,104 · end of year $311,233

  • 25 · Other liabilities

    beginning of year $224,367,578 · end of year $503,029,436

  • 27 · Net assets without donor restrictions

    beginning of year $207,758,254 · end of year $51,361,022

  • 28 · Net assets with donor restrictions

    beginning of year $36,694,821 · end of year $37,583,381

Mission and programs · 2023

Mission

WE ARE COMMITTED TO DELIVERING OUTSTANDING HEALTHCARE. PERIOD.

  • HEALTH-CARE SERVICES METHODIST MEDICAL CENTER OF ILLINOIS IS AN IMPORTANT ELEMENT OF THE HEALTH-CARE DELIVERY SYSTEM THAT THE CENTRAL ILLINOIS COMMUNITIES RELY ON EVERY DAY. IT IS COMMITTED TO PROVIDING QUALITY HEALTH CARE AND TO USING ITS RESOURCES TO THE GREATEST COMMUNITY BENEFIT. METHODIST MEDICAL CENTER OF ILLINOIS IS 310-BED FACILITY IN PEORIA, IL AND PROVIDES INPATIENT AND OUTPATIENT MEDICAL SERVICES TO TREAT INDIVIDUALS WITH DISEASES, ILLNESSES AND INJURIES WITH VARYING COMPLEXITIES. IT PROVIDES SERVICES TO IMPROVE THE HEALTH OF PATIENTS AND TO BETTER THEIR QUALITY OF LIFE. ALL SERVICES ARE PROVIDED REGARDLESS OF AN INDIVIDUAL'S RACE, CREED, SEX, NATIONALITY, HANDICAP, AGE OR ABILITY TO COMPENSATE FOR SERVICES RENDERED. THESE INCLUDE, BUT ARE NOT LIMITED TO, GENERAL ACUTE CARE, SURGERIES, HOME HEALTH, INTENSIVE CARE AND CRITICAL CARE, MENTAL HEALTH CARE, CARDIOLOGY, ONCOLOGY, REHABILITATION, SKILLED NURSING, BEHAVIORAL DISORDER PROGRAMS, MATERNAL/CHILD CARE, LABORATORY, PALLIATIVE CARE, PHARMACEUTICAL DRUGS, EMERGENCY SERVICES, OUTPATIENT CLINICS, CHECK-UPS AND RADIOLOGY. SOME OF THE SERVICES PROVIDED DO NOT GENERATE ENOUGH PROFIT TO OFFSET THEIR COST. IN THE FISCAL PERIOD ENDED DECEMBER 31, 2023, METHODIST MEDICAL CENTER OF ILLINOIS ADMITTED 11,447 PATIENTS RESULTING IN A TOTAL OF 65,688 PATIENT DAYS. OUTPATIENT VISITS TOTALED 221,587 AND TOTAL OUTPATIENT SURGERY REGISTRATIONS FOR THE SAME PERIOD WERE 4,006. THERE WERE ALSO 32,682 EMERGENCY ROOM VISITS AND 1,732 BABIES DELIVERED. METHODIST MEDICAL CENTER ALSO OPENED THE TRILLIUM PLACE YOUNG MINDS CENTER WHICH PROVIDES INPATIENT AND OUTPATIENT COUNSELING AND PSYCHIATRY SERVICES, BOTH DEPARTMENTS OF METHODIST MEDICAL CENTER OF ILLINOIS, FOR CHILDREN AND ADOLESCENTS IN THE GREATER PEORIA AREA. METHODIST MEDICAL CENTER ALSO OPERATES METHODIST COLLEGE, A FOUR-YEAR, PRIVATE, NOT-FOR-PROFIT COLLEGE ACCREDITED BY THE HIGHER LEARNING COMMISSION, COMMISSION ON ACCREDITATION OF THE COUNCIL ON SOCIAL WORK EDUCATION, AND COMMISION ON ACCREDITATION OF ALLIED HEALTH EDUCATION PROGRAMS FOR THE MEDICAL ASSISTANT CERTIFICATION PROGRAM. METHODIST COLLEGE OFFERS BACCALAUREATE AND MASTER'S OPPORTUNITIES IN NURSING, HEALTH SCIENCE AND SOCIAL WORK BACHELOR DEGREE PROGRAMS, AND EDUCATION OPPORTUNITIES FOR MEDICAL AND NURSING ASSISTANTS.

    Expenses $455,524,017 · Grants $622,366 · Revenue $444,875,024

As filed on the 2023 return.

Listed in Part VII

  • Debbie Simon

    Secretary/Treasurer

    Total calculated
    $0
    Hours/week
    1 + 9 related

  • James Stevenson

    Board Member; Vice Chair BEG 04/01/2023

    Total calculated
    $3,625
    From this org
    $0
    From related orgs
    $3,625
    Other
    $0
    Hours/week
    2 + 10 related

  • John Wieland MD

    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

  • Keith Knepp MD

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

    Total calculated
    $1,672,937
    From this org
    $1,628,845
    From related orgs
    $0
    Other
    $44,092
    Hours/week
    27 + 13 related

    Schedule J breakdown matched by us

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

  • Rich Kriegsman

    Vice Chair THRU 03/31/2023; Current Board Member

    Total calculated
    $0
    Hours/week
    2 + 6 related

  • Aaron Kilgore

    Board Member

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • Amy Darling

    Board Member

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • David Mueller

    Board Member

    Total calculated
    $0
    Hours/week
    3 + 6 related

  • Dennis Triggs JD

    Board Member

    Total calculated
    $3,625
    From this org
    $0
    From related orgs
    $3,625
    Other
    $0
    Hours/week
    1 + 4 related

  • Dirk Roecker

    Board Member

    Total calculated
    $0
    Hours/week
    1 + 7 related

  • Jenna Cicciarelli-Wiesner

    Board Member

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • Jerry Bell EdD

    Board Member

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • Kevin Barbier

    Board Member

    Total calculated
    $0
    Hours/week
    0.3 + 3 related

  • Melissa Yoder

    Board Member

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • Peter Johnsen PhD

    Board Member

    Total calculated
    $0
    Hours/week
    1 + 7 related

  • Ronald Champagne MD

    Board Member

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • Rusty Dunn

    Board Member

    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
    3 + 37 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
    0.5 + 39.5 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

    Chief Finance Officer THRU 03/31/2023

    Total calculated
    $339,225
    From this org
    $314,895
    From related orgs
    $0
    Other
    $24,330
    Hours/week
    29 + 11 related

    Schedule J breakdown matched by us

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

  • Ken Dicken MBA

    VP, Finance - West Region

    Total calculated
    $274,455
    From this org
    $262,860
    From related orgs
    $0
    Other
    $11,595
    Hours/week
    27 + 13 related

    Schedule J breakdown matched by us

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

  • Matthew Kolb JD MHA

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

    Total calculated
    $1,930,637
    From this org
    $0
    From related orgs
    $1,567,332
    Other
    $363,305
    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 + $27,811 related
    Filer's total
    $0 + $1,930,637 related

  • Napoleon Knight MD MBA

    Officer - EVP, Chief Medical Officer

    Total calculated
    $1,056,334
    From this org
    $0
    From related orgs
    $940,875
    Other
    $115,459
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $775,491 related
    Bonus
    $0 + $136,231 related
    Other
    $0 + $29,153 related
    Deferred
    $0 + $103,114 related
    Nontaxable benefits
    $0 + $12,345 related
    Filer's total
    $0 + $1,056,334 related

  • Amelia Boyd

    VP, Regional Strategy & Planning

    Total calculated
    $364,706
    From this org
    $354,800
    From related orgs
    $0
    Other
    $9,906
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $90,504
    Bonus
    $64,412
    Other
    $199,884
    Deferred
    $4,985
    Nontaxable benefits
    $4,921
    Filer's total
    $364,706

  • Caleb Miller

    SVP, Surgical Services & Ambulatory Care

    Total calculated
    $778,899
    From this org
    $0
    From related orgs
    $654,000
    Other
    $124,899
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $427,754 related
    Bonus
    $0 + $63,119 related
    Other
    $0 + $163,127 related
    Deferred
    $0 + $96,647 related
    Nontaxable benefits
    $0 + $28,252 related
    Filer's total
    $0 + $778,899 related

  • Debra Adornetto-Garcia

    VP, WEST REGION Chief Nursing Officer

    Total calculated
    $383,398
    From this org
    $376,309
    From related orgs
    $0
    Other
    $7,089
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $290,900
    Bonus
    $60,264
    Other
    $25,145
    Deferred
    $7,089
    Nontaxable benefits
    $0
    Filer's total
    $383,398

  • Jeanette Murray

    VP, WEST REGION Hospital Operations

    Total calculated
    $638,546
    From this org
    $606,715
    From related orgs
    $0
    Other
    $31,831
    Hours/week
    39 + 1 related

    Schedule J breakdown matched by us

    Base
    $330,029
    Bonus
    $67,947
    Other
    $208,739
    Deferred
    $11,961
    Nontaxable benefits
    $19,870
    Filer's total
    $638,546

  • Jeanine Spain

    VP, Chief Operating Officer

    Total calculated
    $866,435
    From this org
    $837,346
    From related orgs
    $0
    Other
    $29,089
    Hours/week
    39 + 1 related

    Schedule J breakdown matched by us

    Base
    $332,167
    Bonus
    $90,296
    Other
    $414,883
    Deferred
    $13,711
    Nontaxable benefits
    $15,378
    Filer's total
    $866,435

  • John Miller MD

    Medical Director of Medical Affairs

    Total calculated
    $460,884
    From this org
    $428,241
    From related orgs
    $0
    Other
    $32,643
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $380,475
    Bonus
    $44,660
    Other
    $3,106
    Deferred
    $11,793
    Nontaxable benefits
    $20,850
    Filer's total
    $460,884

  • Joy Ledbetter

    VP, Talent Acquisition

    Total calculated
    $928,996
    From this org
    $892,605
    From related orgs
    $0
    Other
    $36,391
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $342,655
    Bonus
    $152,062
    Other
    $397,888
    Deferred
    $11,435
    Nontaxable benefits
    $24,956
    Filer's total
    $928,996

  • Kayla Banks PhD

    Interim Chancellor, Methodist College BEG 08/21/2023

    Total calculated
    $483,041
    From this org
    $111,195
    From related orgs
    $305,097
    Other
    $66,749
    Hours/week
    30 + 10 related

    Schedule J breakdown matched by us

    Base
    $94,945 + $198,224 related
    Bonus
    $15,291 + $31,620 related
    Other
    $959 + $75,253 related
    Deferred
    $1,642 + $34,976 related
    Nontaxable benefits
    $10,044 + $20,087 related
    Filer's total
    $122,881 + $360,160 related

  • Lauren Schmid MBA

    EVP, Chief Human Resources Officer

    Total calculated
    $1,155,351
    From this org
    $0
    From related orgs
    $945,711
    Other
    $209,640
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $674,332 related
    Bonus
    $0 + $113,339 related
    Other
    $0 + $158,040 related
    Deferred
    $0 + $182,309 related
    Nontaxable benefits
    $0 + $27,331 related
    Filer's total
    $0 + $1,155,351 related

  • Laurie Shanderson PhD MPA FACHE

    Chancellor, Methodist College THRU 08/17/2023

    Total calculated
    $297,974
    From this org
    $278,712
    From related orgs
    $0
    Other
    $19,262
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $181,826
    Bonus
    $28,150
    Other
    $68,736
    Deferred
    $4,668
    Nontaxable benefits
    $14,594
    Filer's total
    $297,974

  • Nicholas Crompton

    VP, Construction & Facility Services

    Total calculated
    $432,431
    From this org
    $0
    From related orgs
    $364,372
    Other
    $68,059
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $291,871 related
    Bonus
    $0 + $30,843 related
    Other
    $0 + $41,658 related
    Deferred
    $0 + $37,180 related
    Nontaxable benefits
    $0 + $30,879 related
    Filer's total
    $0 + $432,431 related

  • Stephanie Lindstrom MD

    Medical Director of Central IL

    Total calculated
    $288,292
    From this org
    $7,407
    From related orgs
    $262,883
    Other
    $18,002
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $6,891 + $252,323 related
    Bonus
    $0
    Other
    $516 + $10,560 related
    Deferred
    $316 + $4,871 related
    Nontaxable benefits
    $0 + $12,815 related
    Filer's total
    $7,723 + $280,569 related

  • Adel Mina MD

    Physician - Cardiology

    Total calculated
    $1,050,510
    From this org
    $1,002,136
    From related orgs
    $0
    Other
    $48,374
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $1,002,136
    Bonus
    $0
    Other
    $0
    Deferred
    $20,305
    Nontaxable benefits
    $28,069
    Filer's total
    $1,050,510

  • Candace Correa MD

    Physician - Radiology/Oncology

    Total calculated
    $410,673
    From this org
    $374,311
    From related orgs
    $0
    Other
    $36,362
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $349,576
    Bonus
    $0
    Other
    $24,735
    Deferred
    $23,100
    Nontaxable benefits
    $13,262
    Filer's total
    $410,673

  • Divya Karjala Chakkaravarthy MD

    Physician - Anesthesiology

    Total calculated
    $583,070
    From this org
    $558,481
    From related orgs
    $0
    Other
    $24,589
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $533,861
    Bonus
    $0
    Other
    $24,620
    Deferred
    $15,426
    Nontaxable benefits
    $9,163
    Filer's total
    $583,070

  • John Seccombe MD

    Physician - Cardiology

    Total calculated
    $301,492
    From this org
    $265,510
    From related orgs
    $0
    Other
    $35,982
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $256,168
    Bonus
    $0
    Other
    $9,342
    Deferred
    $16,415
    Nontaxable benefits
    $19,567
    Filer's total
    $301,492

  • Victor Lenzi MD

    Physician - Anesthesiology

    Total calculated
    $1,257,275
    From this org
    $1,209,003
    From related orgs
    $0
    Other
    $48,272
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $1,206,057
    Bonus
    $0
    Other
    $2,946
    Deferred
    $21,526
    Nontaxable benefits
    $26,746
    Filer's total
    $1,257,275

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

  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 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 BOARD OF TRUSTEES OF THE CARLE FOUNDATION, THE PARENT COMPANY OF METHODIST MEDICAL CENTER OF ILLINOIS, 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 4a Severance or change-of-control payment
IN 2023, SEVERANCE PAYMENTS WERE PAID TO AMELIA BOYD ($181,670) AND LAURIE SHANDERSON ($67,668).
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 METHODIST MEDICAL CENTER OF ILLINOIS, THAT ARE LISTED IN THE 990 PART VII INCLUDE DENNIS HESCH, James C. Leonard, MD, Matthew Kolb, JD, MHA, Keith Knepp, MD, Lauren Schmid, MBA, Joy Ledbetter, Jeanine Spain, Caleb Miller, Jeanette Murray, and Kayla Banks, PHD In 2023, payments from the 457(F) plan were made to James C. Leonard, MD ($3,526,792), Matthew Kolb, JD, MHA ($226,485), Keith Knepp, MD ($519,694), Lauren Schmid, MBA ($128,983), Joy Ledbetter ($81,062), Jeanine Spain ($88,387), Caleb Miller ($80,698), Jeanette Murray ($130,738), and Kayla Banks, PHD ($31,882).
Schedule J, Part I, Line 7 Non-fixed payments
PART OF THE CEO'S COMPENSATION INCLUDES AN INCENTIVE COMPONENT WHICH 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

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.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • CENTRAL ILLINOIS CANCER CARE CENTER LLC

    Radiation Therapy · IL · income $0 · assets $13,939

    Directly controlled by MMCI

Related partnerships

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

  • ADVANCED IMAGING CENTER LLC

    N/A · Diagnostic Radiology Center · IA

    Directly controlled by NA

  • ANKENY MEDICAL PARK SURGERY CENTER LC

    N/A · Ambulatory Surgery Center · IA

    Directly controlled by NA

  • CENTRAL IOWA CARDIOVASCULAR CO-MANAGEMENT CO LLC

    N/A · Cardiovascular Management & Administrative Services · IA

    Directly controlled by NA

  • CENTRAL IOWA ONCOLOGY CO-MANAGEMENT COMPANY

    N/A · Oncology Management & Administrative Services · IA

    Directly controlled by NA

  • CENTRAL IOWA PHYSIO LLC

    N/A · Physical Therapy Services · IA

    Directly controlled by NA

  • CENTRAL IOWA SURGICAL SERVICES CO-MANAGEMENT CO LLC

    N/A · Surgical Management & Administrative Services · IA

    Directly controlled by NA

  • CHAMPAIGN SURGICENTER LLC

    N/A · Surgical Center · IL

    Directly controlled by NA

  • DUBUQUE ENDOSCOPY CENTER LC

    N/A · Ambulatory Surgery Center · IA

    Directly controlled by NA

  • EASTERN IOWA SLEEP SUPPLY LLC

    N/A · Medical Equipment Retail Sales · IA

    Directly controlled by NA

  • FIELDS SOUTH LLC

    N/A · Property & Facility Management · IL

    Directly controlled by NA

  • HEALTH CARE AFFILIATES OF THE TRI-STATES LLC

    N/A · Provide Access to Licensed Software · IA

    Directly controlled by NA

  • IOWA DIAGNOSTIC IMAGING AND PROCEDURE CENTER LC

    N/A · Outpatient Diagnostic Imaging · IA

    Directly controlled by NA

  • IOWA HEALTH SYSTEM CONTRACTING SERVICES LC

    N/A · Group Purchasing · IA

    Directly controlled by NA

  • LAKEVIEW SURGERY CENTER LC

    N/A · Surgery Center · IA

    Directly controlled by NA

  • MOUPH LLC

    N/A · Outpatient Orthopedic Services · IL

    Directly controlled by NA

  • MR ASSOCIATES LLP

    N/A · Own and Operate MR Unit · IA

    Directly controlled by NA

  • ORTHOPAEDIC OUTPATIENT SURGERY CENTER LC

    N/A · Ambulatory Surgery Center · IA

    Directly controlled by NA

  • REHABILITATION THERAPY SERVICES LLC

    Related · Rehabilitation Therapy · IL · 60.02% owned · share of income $1,499,623 · share of assets $1,804,174 · general or managing partner

    Directly controlled by MMCI

  • 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

  • THE OUTPATIENT SURGERY CENTER OF CEDAR RAPIDS LLC

    N/A · Ambulatory Surgery Center · IA

    Directly controlled by NA

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

    N/A · Ambulatory Surgery Center · IA

    Directly controlled by NA

  • UPHT-SCA HOLDINGS LLC

    N/A · Ambulatory Surgery Center Investment · DE

    Directly controlled by NA

  • WEST HOSPITAL ORTHOPEDIC CO-MANAGEMENT COMPANY LLC

    N/A · Orthopedic Service Lines Management · IA

    Directly controlled by NA

  • WEST LAKES SLEEP CENTER LLC

    N/A · Sleep Disorder Diagnostic Testing Facility · IA

    Directly controlled by NA

Related corporations and trusts

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

  • ABBE MANAGEMENT CORPORATION

    C Corporation · Management Services · IA

    Directly controlled by NA

  • BELCREST SERVICES LTD

    C Corporation · Medical Services · IL · controlled entity

    Directly controlled by NA

  • BROADBAND INC

    C Corporation · Information Technology Management · IA

    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 · controlled entity

    Directly controlled by NA

  • 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

  • DELHI POINT CONDO ASSOCIATION

    C Corporation · Real Estate Management · IA

    Directly controlled by NA

  • FIRSTCAROLINACARE INSURANCE COMPANY

    C Corporation · Insurance · IL · controlled entity

    Directly controlled by NA

  • HANSEN CHARITABLE REMAINDER ANNUITY TRUST

    Trust · Investment · IA

    Directly controlled by NA

  • HANSEN CHARITABLE REMAINDER UNITRUST

    Trust · Investment · IA

    Directly controlled by NA

  • HCP CORPORATION

    C Corporation · Real Estate Rental · WI

    Directly controlled by NA

  • HEALTH ADVANTAGE PLUS INC

    C Corporation · Physical Therapy · IA

    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

  • HNC SERVICES

    C Corporation · Fiber Optic Network Services · IA

    Directly controlled by NA

  • MEDIMORE INC

    C Corporation · Managed Care · IA

    Directly controlled by NA

  • MERITER HEALTH ENTERPRISES INC

    C Corporation · Management Services · WI

    Directly controlled by NA

  • MERITER MANAGEMENT SERVICES INC

    C Corporation · Administrative Services · WI

    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

  • PRECEDENCE PLUS INC

    C Corporation · Managed Mental Care · IA

    Directly controlled by NA

  • PRECEDENCE INC

    C Corporation · Managed Mental Care · IA

    Directly controlled by NA

  • PROVIDER RESOURCE MANAGEMENT INC

    C Corporation · Physician Services · IL · controlled entity

    Directly controlled by NA

  • STL HEALTH RESOURCES CO

    C Corporation · Physician Office Rental · IA

    Directly controlled by NA

  • TRINITY HEALTH ENTERPRISES INC

    C Corporation · Retail Durable Medical Equipment & Pharmacy · IL

    Directly controlled by NA

Provenance

Return type
form_990
Tax year
2023
Filed
15 November 2024
IRS schema version
2023v5.1
Source object
202423209349321822

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