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Nonprofiteer
← TAZWOOD MENTAL HEALTH CENTER INC

Form 990 for tax year 2023

Filed by TAZWOOD MENTAL HEALTH CENTER INC.

Totals

Total revenue
$6,057,739
Total expenses
$4,652,592
Contributions and grants received
$1,627,334
Grants paid
$0
Program services expenses (Part IX)
$3,959,295
Management and general expenses
$693,297
Fundraising expenses
$0
Program service expenses (Part III)
$3,959,295

Program services were 85.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Monica Hendrickson

    Vice Chair

    Total calculated
    $0
    Hours/week
    1 + 0.3 related

  • Peter Johnsen PhD

    Chair

    Total calculated
    $0
    Hours/week
    1 + 7 related

  • Terry Waters

    Secretary/Treasurer

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • Bobby Zimmerman

    Trustee

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • Jack Gilligan PhD

    Trustee THRU 11/29/2023

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • Martha Herm

    Trustee

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • Matthew McMillin MD

    Trustee

    Total calculated
    $337,582
    From this org
    $0
    From related orgs
    $323,651
    Other
    $13,931
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $319,959 related
    Bonus
    $0
    Other
    $0 + $3,692 related
    Deferred
    $0 + $9,487 related
    Nontaxable benefits
    $0 + $4,444 related
    Filer's total
    $0 + $337,582 related

  • Rick Swan

    Trustee

    Total calculated
    $0
    Hours/week
    1 + 2.5 related

  • Terry Carmichael

    Trustee

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • Ann Campen

    Officer - Chief Finance Officer, Trillium Place

    Total calculated
    $192,018
    From this org
    $0
    From related orgs
    $177,566
    Other
    $14,452
    Hours/week
    13 + 27 related

    Schedule J breakdown matched by us

    Base
    $0 + $160,428 related
    Bonus
    $0 + $15,948 related
    Other
    $0 + $1,190 related
    Deferred
    $0 + $4,678 related
    Nontaxable benefits
    $0 + $9,774 related
    Filer's total
    $0 + $192,018 related

  • Dennis Hesch

    Officer - President, Carle Health Regions // EVP, Chief Operating Officer

    Total calculated
    $1,762,884
    From this org
    $0
    From related orgs
    $1,395,995
    Other
    $366,889
    Hours/week
    1 + 39 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

    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

    Officer - President

    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

  • Mary Thompson

    Officer - President, Trillium Place

    Total calculated
    $372,620
    From this org
    $0
    From related orgs
    $349,083
    Other
    $23,537
    Hours/week
    13 + 27 related

    Schedule J breakdown matched by us

    Base
    $0 + $285,609 related
    Bonus
    $0 + $55,800 related
    Other
    $0 + $7,674 related
    Deferred
    $0 + $8,954 related
    Nontaxable benefits
    $0 + $14,583 related
    Filer's total
    $0 + $372,620 related

  • Matthew Kolb JD MHA

    Officer - President // EVP, Chief Operating Officer

    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

  • 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

  • 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

  • Robert Mooney

    Licensed Behavioral Health Professional

    Total calculated
    $147,069
    From this org
    $127,574
    From related orgs
    $10,830
    Other
    $8,665
    Hours/week
    40

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 TAZWOOD MENTAL HEALTH CENTER INC, 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 THE 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 TAZWOOD MENTAL HEALTH CENTER INC, THAT ARE LISTED IN THE 990 PART VII INCLUDE DENNIS HESCH, JAMES C. LEONARD, MD, MATTHEW KOLB, JD, MHA, LAUREN SCHMID, MBA AND KEITH KNEPP, MD. IN 2023, PAYMENTS FROM THE 457(F) PLAN WERE MADE TO JAMES C. LEONARD, MD ($3,526,792), MATTHEW KOLB, JD, MHA ($226,485), LAUREN SCHMID, MBA ($128,983), AND KEITH KNEPP, MD ($519,694).
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

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
202403209349317435

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

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