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Nonprofiteer
← TRILLIUM PLACE

Form 990 for tax year 2024

Filed by TRILLIUM PLACE.

Totals

Total revenue
$1,073,359
Total expenses
$532,002
Contributions and grants received
$441,976
Grants paid
$441,976
Program services expenses (Part IX)
$441,976
Management and general expenses
$90,026
Fundraising expenses
$0
Program service expenses (Part III)
$441,976

Program services were 83.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Monica Hendrickson

    Chair

    Total calculated
    $0
    Hours/week
    0.2 + 0.3 related

  • Rick Swan

    Secretary/Treasurer

    Total calculated
    $0
    Hours/week
    0.5 + 3 related

  • Terry Waters

    Vice Chair

    Total calculated
    $0
    Hours/week
    2 + 4 related

  • Bobby Zimmerman

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • John Wieland

    Board Member // Assoc. Chief Medical Off, Bromenn & Eureka

    Total calculated
    $676,705
    From this org
    $0
    From related orgs
    $619,107
    Other
    $57,598
    Hours/week
    0.1 + 39.9 related

    Schedule J breakdown matched by us

    Base
    $0 + $568,791 related
    Bonus
    $0 + $25,000 related
    Other
    $0 + $25,316 related
    Deferred
    $0 + $27,678 related
    Nontaxable benefits
    $0 + $29,920 related
    Filer's total
    $0 + $676,705 related

  • Martha Herm

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • Matthew McMillin MD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.7 + 0.3 related

  • Peter Johnsen PhD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1.6 + 3.4 related

  • Terry Carmichael

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • Ann Campen

    Officer - CFO, Trillium Place

    Total calculated
    $183,858
    From this org
    $0
    From related orgs
    $164,180
    Other
    $19,678
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $163,504 related
    Bonus
    $0
    Other
    $0 + $676 related
    Deferred
    $0 + $9,598 related
    Nontaxable benefits
    $0 + $10,080 related
    Filer's total
    $0 + $183,858 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
    1 + 39 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

  • James C Leonard MD

    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

  • Keith Knepp MD

    Officer - President, Carle Health - West Region

    Total calculated
    $830,432
    From this org
    $0
    From related orgs
    $712,994
    Other
    $117,438
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $622,733 related
    Bonus
    $0 + $63,506 related
    Other
    $0 + $26,755 related
    Deferred
    $0 + $86,254 related
    Nontaxable benefits
    $0 + $31,184 related
    Filer's total
    $0 + $830,432 related

  • Ken Dicken MBA

    VP, Finance - West Region

    Total calculated
    $447,926
    From this org
    $0
    From related orgs
    $375,119
    Other
    $72,807
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $372,492 related
    Bonus
    $0
    Other
    $0 + $2,627 related
    Deferred
    $0 + $38,835 related
    Nontaxable benefits
    $0 + $33,972 related
    Filer's total
    $0 + $447,926 related

  • Mary Thompson

    Officer - President, Trillium Place

    Total calculated
    $363,135
    From this org
    $0
    From related orgs
    $296,321
    Other
    $66,814
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $289,049 related
    Bonus
    $0
    Other
    $0 + $7,272 related
    Deferred
    $0 + $52,630 related
    Nontaxable benefits
    $0 + $14,184 related
    Filer's total
    $0 + $363,135 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

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 GOVERNING BOARD OF THE CARLE FOUNDATION, THE SYSTEM PARENT ORGANIZATION OF TRILLIUM PLACE, 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 4b Supplemental nonqualified retirement plan
THE 2024 PARTICIPANTS IN THE 457(F) PLAN OFFERED BY THE CARLE FOUNDATION, THE SYSTEM PARENT ORGANIZATION OF TILLIUM PLACE LISTED IN FORM 990 PART VII INCLUDE DENNIS HESCH, JAMES C. LEONARD, MD, MATTHEW KOLB, JD, MHA, MHA, MARY THOMPSON, JOHN WIELAND, MD AND KEITH KNEPP, MD. IN 2024 PAYMENTS FROM THE 457(F) PLAN WERE MADE TO JAMES C. LEONARD, MD ($462,357) AND MATTHEW KOLB, JD, MHA ($269,019).

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.

Provenance

Return type
form_990
Tax year
2024
Filed
15 November 2025
IRS schema version
2024v5.1
Source object
202523189349314697

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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