Skip to content
Nonprofiteer
← CARLE WEST PHYSICIAN GROUP INC

Form 990 for tax year 2024

Filed by CARLE WEST PHYSICIAN GROUP INC.

Totals

Total revenue
$72,277,184
Total expenses
$132,486,648
Contributions and grants received
$403,075
Grants paid
$0
Program service revenue
$71,824,098
Investment income
-$24
Other revenue
$50,035
Total assets, end of year
$9,246,094
Total liabilities, end of year
$12,646,100
Net assets or fund balances, end of year
-$3,400,006
Program services expenses (Part IX)
$120,158,619
Management and general expenses
$12,328,029
Fundraising expenses
$0
Program service expenses (Part III)
$120,158,619

Program services were 90.7% 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

    $333,355

  • 1e · Government grants (contributions)

    $69,720

  • 2a · Program service revenue: PATIENT SERVICE REVENUE

    total $69,447,085 · related or exempt $69,447,085

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

    total $2,377,013 · related or exempt $2,377,013

  • 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

  • 7a · Gross sales of assets other than inventory

    other assets $1,709

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

    other assets $1,733

  • 7c · Gain or loss

    securities $0 · other assets -$24

  • 7d · Net gain or loss

    total -$24 · excluded -$24

  • 11a · Other revenue: DEPOSITION PAYMENTS

    total $41,325 · related or exempt $41,325

  • 11b · Other revenue: INTEREST ON BILLED ACCOUNTS

    total $4,154 · related or exempt $4,154

  • 11c · Other revenue: CHPP INCENTIVE

    total $3,680 · related or exempt $3,680

  • 11d · All other revenue

    total $876 · related or exempt $876 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $50,035

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $1,043,667 · program services $1,043,667

  • 7 · Other salaries and wages

    total $80,690,052 · program services $76,238,771 · management and general $4,451,281

  • 8 · Pension plan contributions

    total $3,375,668 · program services $3,065,096 · management and general $310,572

  • 9 · Other employee benefits

    total $4,290,962 · program services $4,138,611 · management and general $152,351

  • 10 · Payroll taxes

    total $4,023,432 · program services $3,504,324 · management and general $519,108

  • 11d · Fees: lobbying

    total $348 · management and general $348

  • 11g · Fees: other

    total $8,957,408 · program services $8,957,018 · management and general $390 · fundraising $0

  • 12 · Advertising and promotion

    total $4,384 · management and general $4,384

  • 13 · Office expenses

    total $568,205 · program services $490,832 · management and general $77,373

  • 14 · Information technology

    total $114,096 · program services $93,344 · management and general $20,752

  • 16 · Occupancy

    total $1,600,152 · program services $1,367,312 · management and general $232,840

  • 17 · Travel

    total $119,642 · program services $119,349 · management and general $293

  • 19 · Conferences, conventions and meetings

    total $361,473 · program services $361,473

  • 22 · Depreciation, depletion and amortization

    total $652,640 · program services $652,640

  • 23 · Insurance

    total $2,006,904 · program services $2,652 · management and general $2,004,252

  • 24a · Other expenses: INTERNAL MANAGEMENT FEES

    total $19,986,587 · program services $15,452,644 · management and general $4,533,943

  • 24b · Other expenses: PATIENT CARE SUPPLIES

    total $4,240,914 · program services $4,240,914

  • 24c · Other expenses: RECRUITMENT

    total $230,574 · program services $210,574 · management and general $20,000

  • 24d · Other expenses: EMPLOYEE RELOCATION

    total $217,500 · program services $217,500

  • 24e · All other expenses

    total $2,040 · program services $1,898 · management and general $142 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $2,190 · end of year $1,990

  • 4 · Accounts receivable

    beginning of year $5,427,545 · end of year $6,412,081

  • 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 $272,518 · end of year $254,072

  • 9 · Prepaid expenses and deferred charges

    beginning of year $207,135 · end of year $31,080

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

    $3,872,843

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

    $2,078,010

  • 10c · Land, buildings and equipment, net

    beginning of year $2,286,371 · end of year $1,794,833

  • 12 · Investments: other securities

    beginning of year $0

  • 13 · Investments: program-related

    beginning of year $0

  • 15 · Other assets

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

  • 17 · Accounts payable and accrued expenses

    beginning of year $9,178,443 · end of year $11,894,062

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

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

  • 27 · Net assets without donor restrictions

    beginning of year -$982,684 · end of year -$3,400,006

Mission and programs · 2024

Mission

TO BE THE TRUSTED PARTNER IN ALL HEALTHCARE DECISIONS AND IMPROVE HEALTH BY PROVIDING HIGHLY ACCESSIBLE, WORLD-CLASS CARE AND SERVICES.

  • 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 2024, cwpg had approximately 281,562 outpatient visits with approximately 15,320 CONVENIENT CARE visits.

    Expenses $120,158,619 · Revenue $71,874,133

As filed on the 2024 return.

Listed in Part VII

  • MARK CZYS

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    0.1 + 1.9 related

  • PAUL TUCKER PHD

    CHAIR

    Total calculated
    $0
    Hours/week
    1 + 6 related

  • URETZ OLIPHANT MD

    SECRETARY/TREASURER

    Total calculated
    $138,666
    From this org
    $0
    From related orgs
    $131,034
    Other
    $7,632
    Hours/week
    1 + 39 related

  • AJA LYSTILA MD

    BOARD MEMBER // PHYSICIAN

    Total calculated
    $533,599
    From this org
    $0
    From related orgs
    $475,149
    Other
    $58,450
    Hours/week
    0.1 + 39.9 related

    Schedule J breakdown matched by us

    Base
    $0 + $423,316 related
    Bonus
    $0 + $48,622 related
    Other
    $0 + $3,211 related
    Deferred
    $0 + $27,678 related
    Nontaxable benefits
    $0 + $30,772 related
    Filer's total
    $0 + $533,599 related

  • JAMES STEVENSON

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.1 + 4.9 related

  • MICHAEL DEVOCELLE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.1 + 1.1 related

  • DENNIS HESCH

    OFFICER - EVP, CHIEF FINANCE & STRATEGY OFFICER

    Total calculated
    $1,507,677
    From this org
    $0
    From related orgs
    $1,175,111
    Other
    $332,566
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,145,424 related
    Bonus
    $0
    Other
    $0 + $29,687 related
    Deferred
    $0 + $306,265 related
    Nontaxable benefits
    $0 + $26,301 related
    Filer's total
    $0 + $1,507,677 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

  • MATTHEW KOLB JD MHA

    OFFICER - PRESIDENT, CARLE HEALTH REGIONS // EVP, COO

    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

  • NAPOLEON KNIGHT MD MBA

    OFFICER - EVP, CHIEF MEDICAL OFFICER

    Total calculated
    $1,132,746
    From this org
    $0
    From related orgs
    $1,091,552
    Other
    $41,194
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $832,803 related
    Bonus
    $0
    Other
    $0 + $258,749 related
    Deferred
    $0 + $27,678 related
    Nontaxable benefits
    $0 + $13,516 related
    Filer's total
    $0 + $1,132,746 related

  • AARON TRAEGER MD

    ASSOCIATE MEDICAL DIRECTOR

    Total calculated
    $773,741
    From this org
    $715,029
    From related orgs
    $0
    Other
    $58,712
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $669,377
    Bonus
    $19,633
    Other
    $26,019
    Deferred
    $27,678
    Nontaxable benefits
    $31,034
    Filer's total
    $773,741

  • AMANDA SMITH

    VP, BROMENN & EUREKA AMBULATORY CARE

    Total calculated
    $335,869
    From this org
    $275,353
    From related orgs
    $0
    Other
    $60,516
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $273,265
    Bonus
    $0
    Other
    $2,088
    Deferred
    $41,897
    Nontaxable benefits
    $18,619
    Filer's total
    $335,869

  • BROOK FISHER

    DIRECTOR, REVENUE CYCLE DENIALS

    Total calculated
    $215,760
    From this org
    $0
    From related orgs
    $172,634
    Other
    $43,126
    Hours/week
    3 + 37 related

    Schedule J breakdown matched by us

    Base
    $0 + $165,259 related
    Bonus
    $0
    Other
    $0 + $7,375 related
    Deferred
    $0 + $10,854 related
    Nontaxable benefits
    $0 + $32,272 related
    Filer's total
    $0 + $215,760 related

  • JOHN WIELAND MD

    ASSOCIATE CHIEF MEDICAL OFFICER, BROMENN & EUREKA

    Total calculated
    $676,705
    From this org
    $0
    From related orgs
    $619,107
    Other
    $57,598
    Hours/week
    0 + 40 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

  • KENNETH ARONSON MD

    Medical Director

    Total calculated
    $769,148
    From this org
    $0
    From related orgs
    $718,772
    Other
    $50,376
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $634,032 related
    Bonus
    $0 + $58,303 related
    Other
    $0 + $26,437 related
    Deferred
    $0 + $27,678 related
    Nontaxable benefits
    $0 + $22,698 related
    Filer's total
    $0 + $769,148 related

  • LAUREN SCHMID MBA

    EVP, CHIEF HUMAN RESOURCES OFFICER

    Total calculated
    $983,756
    From this org
    $0
    From related orgs
    $878,588
    Other
    $105,168
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $711,410 related
    Bonus
    $0
    Other
    $0 + $167,178 related
    Deferred
    $0 + $74,631 related
    Nontaxable benefits
    $0 + $30,537 related
    Filer's total
    $0 + $983,756 related

  • NICHOLAS CROMPTON

    VP, CONSTRUCTION & FACILITY SERVICES

    Total calculated
    $387,765
    From this org
    $0
    From related orgs
    $303,209
    Other
    $84,556
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $299,356 related
    Bonus
    $0
    Other
    $0 + $3,853 related
    Deferred
    $0 + $50,322 related
    Nontaxable benefits
    $0 + $34,234 related
    Filer's total
    $0 + $387,765 related

  • EMILIO NARDONE MD

    PHYSICIAN - NEUROSURGERY

    Total calculated
    $2,476,267
    From this org
    $2,438,753
    From related orgs
    $0
    Other
    $37,514
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $2,258,029
    Bonus
    $155,511
    Other
    $25,213
    Deferred
    $27,678
    Nontaxable benefits
    $9,836
    Filer's total
    $2,476,267

  • JASON SEIBLY DO

    PHYSICIAN - NEUROSURGERY

    Total calculated
    $1,293,193
    From this org
    $1,264,663
    From related orgs
    $0
    Other
    $28,530
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $1,167,540
    Bonus
    $71,910
    Other
    $25,213
    Deferred
    $27,678
    Nontaxable benefits
    $852
    Filer's total
    $1,293,193

  • JEROME OAKEY MD

    PHYSICIAN - HAND, ORTHOPEDICS & SPORTS MEDICINE

    Total calculated
    $1,250,806
    From this org
    $1,191,412
    From related orgs
    $0
    Other
    $59,394
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $1,101,586
    Bonus
    $64,463
    Other
    $25,363
    Deferred
    $27,678
    Nontaxable benefits
    $31,716
    Filer's total
    $1,250,806

  • JOSEPH NEWCOMER MD

    PHYSICIAN - ORTHOPEDICS & SPORTS MEDICINE

    Total calculated
    $1,087,303
    From this org
    $1,025,653
    From related orgs
    $0
    Other
    $61,650
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $951,768
    Bonus
    $44,672
    Other
    $29,213
    Deferred
    $27,678
    Nontaxable benefits
    $33,972
    Filer's total
    $1,087,303

  • JOSEPH NOVOTNY MD

    PHYSICIAN - ORTHOPEDICS & SPORTS MEDICINE

    Total calculated
    $1,217,229
    From this org
    $1,158,779
    From related orgs
    $0
    Other
    $58,450
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $1,081,069
    Bonus
    $52,385
    Other
    $25,325
    Deferred
    $27,678
    Nontaxable benefits
    $30,772
    Filer's total
    $1,217,229

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

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 CARLE WEST PHYSICIAN GROUP, 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 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 PARENT ORGANIZATION OF CARLE WEST PHYSICIAN GROUP, THAT ARE LISTED IN THE 990 PART VII INCLUDE DENNIS HESCH, MATTHEW KOLB, JAMES LEONARD, MD, NAPOLEON KNIGHT, MD, LAUREN SCHMID, URETZ OLIPHANT, MD, JOHN WIELAND, MD, AARON TRAEGER, MD, KENNETH ARONSON, MD, EMILIO NARDONE, MD, JASON SEIBLY, DO, JEROME OAKEY, MD, JOSEPH NOVOTNY, MD AND JOSEPH NEWCOMER, MD. IN 2024, PAYMENTS FROM THE 457(F) PLAN WERE MADE TO MATTHEW KOLB, JD, MHA ($269,019), JAMES C. LEONARD, MD ($462,357), Napoleon Knight, MD, MBA ($229,062) AND LAUREN SCHMID, MBA ($137,552).

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.

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.

Related corporations and trusts

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

Provenance

Return type
form_990
Tax year
2024
Filed
15 November 2025
IRS schema version
2024v5.1
Source object
202543189349315684

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.