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Nonprofiteer
← CARLE BROMENN MEDICAL CENTER

Form 990 for tax year 2023

Filed by CARLE BROMENN MEDICAL CENTER.

Totals

Total revenue
$250,612,613
Total expenses
$242,806,087
Contributions and grants received
$512,651
Grants paid
$108,309
Program service revenue
$243,430,368
Investment income
$0
Other revenue
$6,669,594
Total assets, end of year
$68,938,847
Total liabilities, end of year
$6,313,838
Net assets or fund balances, end of year
$62,625,009
Program services expenses (Part IX)
$209,894,490
Management and general expenses
$32,911,597
Fundraising expenses
$0
Program service expenses (Part III)
$209,894,490

Program services were 86.4% 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

    $512,651

  • 1g · Noncash contributions included above

    $12,667

  • 2a · Program service revenue: Patient Service Revenue

    total $243,430,368 · related or exempt $243,430,368

  • 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: PHARMACY INCOME

    total $2,427,420 · unrelated business $2,427,420

  • 11b · Other revenue: MANAGEMENT FEE REVENUE

    total $1,201,534 · unrelated business $1,201,534

  • 11c · Other revenue: THRIFT SHOP INCOME

    total $763,401 · excluded $763,401

  • 11d · All other revenue

    total $2,277,239 · related or exempt $2,277,239 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $6,669,594

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $108,309 · program services $108,309

  • 7 · Other salaries and wages

    total $84,175,969 · program services $79,114,467 · management and general $5,061,502

  • 8 · Pension plan contributions

    total $1,292,271 · program services $1,223,785 · management and general $68,486

  • 9 · Other employee benefits

    total $9,185,330 · program services $8,392,702 · management and general $792,628

  • 10 · Payroll taxes

    total $6,190,390 · program services $5,797,043 · management and general $393,347

  • 11b · Fees: legal

    total $14,915 · management and general $14,915

  • 11d · Fees: lobbying

    total $32,613 · management and general $32,613

  • 11g · Fees: other

    total $19,319,634 · program services $18,748,622 · management and general $571,012 · fundraising $0

  • 12 · Advertising and promotion

    total $46,598 · program services $696 · management and general $45,902

  • 13 · Office expenses

    total $3,154,907 · program services $2,499,703 · management and general $655,204

  • 14 · Information technology

    total $695,636 · program services $404,737 · management and general $290,899

  • 16 · Occupancy

    total $7,839,980 · program services $4,054,909 · management and general $3,785,071

  • 17 · Travel

    total $280,077 · program services $255,204 · management and general $24,873

  • 19 · Conferences, conventions and meetings

    total $66,432 · program services $63,649 · management and general $2,783

  • 22 · Depreciation, depletion and amortization

    total $5,477,344 · program services $5,099,986 · management and general $377,358

  • 23 · Insurance

    total $1,421,632 · program services $9,578 · management and general $1,412,054

  • 24a · Other expenses: INTERNAL MANAGEMENT FEES

    total $50,098,773 · program services $33,302,981 · management and general $16,795,792

  • 24b · Other expenses: PATIENT CARE SUPPLIES

    total $43,274,151 · program services $43,274,151

  • 24c · Other expenses: Provider Assessment Tax & Other Taxes

    total $9,505,436 · program services $7,002,145 · management and general $2,503,291

  • 24d · Other expenses: Non-Physician Recruitment

    total $526,250 · program services $445,000 · management and general $81,250

  • 24e · All other expenses

    total $99,440 · program services $96,823 · management and general $2,617 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $2,794,900 · end of year $1,443,305

  • 4 · Accounts receivable

    beginning of year $27,216,683 · end of year $29,144,066

  • 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 $102,249 · end of year $102,249

  • 8 · Inventories for sale or use

    beginning of year $3,540,686 · end of year $4,297,419

  • 9 · Prepaid expenses and deferred charges

    beginning of year $372,253 · end of year $414,113

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

    $49,323,143

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

    $15,785,448

  • 10c · Land, buildings and equipment, net

    beginning of year $27,269,377 · end of year $33,537,695

  • 12 · Investments: other securities

    beginning of year $0

  • 13 · Investments: program-related

    beginning of year $0

  • 15 · Other assets

    beginning of year $0 · end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $4,587,458 · end of year $6,313,838

  • 19 · Deferred revenue

    beginning 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 $0 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $56,708,690 · end of year $62,625,009

Mission and programs · 2023

Mission

CARLE BROMENN MEDICAL CENTER'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 BROMENN MEDICAL CENTER ("CBMC") IS A TAX-EXEMPT ILLINOIS NOT-FOR-PROFIT CORPORATION ESTABLISHED FOR THE PURPOSE OF OPERATING A HOSPITAL AND CONDUCTING PATIENT CARE RELATED ACTIVITIES. THE HEALTHCARE LEADER IN MCLEAN COUNTY, ILLINOIS, CBMC PROVIDES WORLD-CLASS CARE IN NEUROLOGY, CARDIOLOGY, ORTHOPEDICS, OBSTETRICS, BEHAVORIAL HEALTH SERVICES, AND MORE. CBMC IS ALSO A TEACHING FACILITY OFFERING RESIDENCY PROGRAMS IN NEUROSURGERY, NEUROLOGY, FAMILY MEDICINE, AND CLINICAL PASTORAL EDUCATION. CBMC IS A 200 BED HOSPITAL LOCATED AT 1304 FRANKLIN AVENUE, NORMAL, IL PROVIDING A RANGE OF ANCILLARY AND SUPPORT SERVICES. CBMC IS ACCREDITED BY DNV GL HEALTHCARE AND HAS ACHIEVED MAGNET DESIGNATION, THE NATION'S HIGHEST DESIGNATION FOR NURSING CARE. CBMC MAINTAINS ACCREDITATIONS AS A LEVEL II TRAUMA CENTER, CHEST PAIN CENTER, PRIMARY STROKE CENTER AND LEVEL II PERINATAL CENTER, AND IS IPDH EMERGENCY DEPARTMENT APPROVED FOR PEDIATRICS. CBMC CONTINUES A NEARLY 125-YEAR HISTORY OF PROVIDING CHARITABLE, NOT-FOR-PROFIT HOSPITAL CARE FOR BLOOMINGTON-NORMAL, AND THEIR SURROUNDING COMMUNITY. THIS HISTORY BEGAN WITH DEACONESS HOSPITAL, WHICH WAS FORMED IN 1896 AND WHICH LATER CHANGED ITS NAME TO BROKAW HOSPITAL, AND THEN TO BROMENN MEDICAL CENTER AFTER A MERGER WITH MENNONITE HEALTH CARE ASSOCIATION. IN 2010, THE HOSPITAL AND ITS SISTER HOSPITAL, EUREKA HOSPITAL, MERGED INTO ADVOCATE HEALTH AND HOSPITAL CORPORATION (ADVOCATE) AND WAS OPERATED AS A DIVISION OF ADVOCATE, UNTIL JULY 1, 2020 WHEN ACQUIRED BY CARLE HEALTH. FOR 2023, CBMC HAD APPROXIMATELY 204,697 INPATIENT AND OUTPATIENT VISITS WITH APPROXIMATELY 29,943 EMERGENCY DEPARTMENT VISITS AND 1,330 BIRTHS.

    Expenses $209,894,490 · Grants $108,309 · Revenue $245,707,607

As filed on the 2023 return.

Listed in Part VII

  • Andrea Kane MD

    Secretary/Treasurer BEG 04/01/2023

    Total calculated
    $538,284
    From this org
    $0
    From related orgs
    $503,855
    Other
    $34,429
    Hours/week
    38 + 2 related

    Schedule J breakdown matched by us

    Base
    $0 + $392,245 related
    Bonus
    $0 + $108,551 related
    Other
    $0 + $3,059 related
    Deferred
    $0 + $6,600 related
    Nontaxable benefits
    $0 + $27,829 related
    Filer's total
    $0 + $538,284 related

  • Karl Appelquist

    Immediate Past Chair THRU 03/31/2023

    Total calculated
    $0
    Hours/week
    1 + 4.3 related

  • Mark Czys

    Vice Chair THRU 03/31/2023

    Total calculated
    $0
    Hours/week
    1 + 6.5 related

  • Paul Tucker PhD

    Chair THRU 03/31/2023

    Total calculated
    $0
    Hours/week
    1 + 6 related

  • Ron Greene

    Vice Chair BEG 04/01/2023

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Sue Strayer MD

    Chair BEG 04/01/2023

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Uretz Oliphant MD

    Secretary/Treasurer THRU 03/31/2023

    Total calculated
    $625,566
    From this org
    $0
    From related orgs
    $589,881
    Other
    $35,685
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $563,944 related
    Bonus
    $0
    Other
    $0 + $25,937 related
    Deferred
    $0 + $16,500 related
    Nontaxable benefits
    $0 + $19,185 related
    Filer's total
    $0 + $625,566 related

  • Aja Lystila MD

    Physician// Director THRU 03/31/2023

    Total calculated
    $441,082
    From this org
    $0
    From related orgs
    $406,916
    Other
    $34,166
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $336,287 related
    Bonus
    $0 + $67,393 related
    Other
    $0 + $3,236 related
    Deferred
    $0 + $6,600 related
    Nontaxable benefits
    $0 + $27,566 related
    Filer's total
    $0 + $441,082 related

  • Brandon Bressner

    Director BEG 04/01/2023

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Christopher Hughes MD

    Physician//Director BEG 04/01/2023

    Total calculated
    $476,703
    From this org
    $0
    From related orgs
    $442,537
    Other
    $34,166
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $361,900 related
    Bonus
    $0 + $64,656 related
    Other
    $0 + $15,981 related
    Deferred
    $0 + $6,600 related
    Nontaxable benefits
    $0 + $27,566 related
    Filer's total
    $0 + $476,703 related

  • Jeffrey Hoschek MD

    Director BEG 04/01/2023

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Jennifer Vance

    Director BEG 04/01/2023

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Jerome Oakey MD

    Physician//Director BEG 04/01/2023

    Total calculated
    $1,234,832
    From this org
    $0
    From related orgs
    $1,199,482
    Other
    $35,350
    Hours/week
    38 + 2 related

    Schedule J breakdown matched by us

    Base
    $0 + $946,563 related
    Bonus
    $0 + $228,206 related
    Other
    $0 + $24,713 related
    Deferred
    $0 + $6,600 related
    Nontaxable benefits
    $0 + $28,750 related
    Filer's total
    $0 + $1,234,832 related

  • Judy Neubrander EdD FNP-BC

    Director BEG 04/01/2023

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Kathy Yoder DNP

    Director BEG 04/01/2023

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Michael Devocelle

    Director THRU 03/31/2023

    Total calculated
    $0
    Hours/week
    1 + 5.5 related

  • Nancy Scott

    Director BEG 04/01/2023

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Robert Bruha MD

    Director BEG 04/01/2023

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Vasudha Gadhiraju

    Director BEG 04/01/2023

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Colleen Kannaday

    Officer - President, Carle Health - Central Region

    Total calculated
    $851,487
    From this org
    $0
    From related orgs
    $815,721
    Other
    $35,766
    Hours/week
    15 + 25 related

    Schedule J breakdown matched by us

    Base
    $0 + $623,587 related
    Bonus
    $0 + $164,842 related
    Other
    $0 + $27,292 related
    Deferred
    $0 + $6,600 related
    Nontaxable benefits
    $0 + $29,166 related
    Filer's total
    $0 + $851,487 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
    2 + 38 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

  • Matthew Kolb JD MHA

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

    Total calculated
    $1,930,636
    From this org
    $0
    From related orgs
    $1,567,331
    Other
    $363,305
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,092,613 related
    Bonus
    $0 + $219,046 related
    Other
    $0 + $255,672 related
    Deferred
    $0 + $335,494 related
    Nontaxable benefits
    $0 + $27,811 related
    Filer's total
    $0 + $1,930,636 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

  • Amanda Smith

    VP, BroMenn & Eureka Ambulatory Care

    Total calculated
    $273,066
    From this org
    $0
    From related orgs
    $251,312
    Other
    $21,754
    Hours/week
    36 + 4 related

    Schedule J breakdown matched by us

    Base
    $0 + $225,328 related
    Bonus
    $0 + $24,276 related
    Other
    $0 + $1,708 related
    Deferred
    $0 + $4,890 related
    Nontaxable benefits
    $0 + $16,864 related
    Filer's total
    $0 + $273,066 related

  • John Wieland MD

    Associate Chief Medical Officer, BroMenn & Eureka

    Total calculated
    $686,903
    From this org
    $0
    From related orgs
    $653,589
    Other
    $33,314
    Hours/week
    30 + 10 related

    Schedule J breakdown matched by us

    Base
    $0 + $564,563 related
    Bonus
    $0 + $64,313 related
    Other
    $0 + $24,713 related
    Deferred
    $0 + $6,600 related
    Nontaxable benefits
    $0 + $26,714 related
    Filer's total
    $0 + $686,903 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 Round

    VP, Chief Nursing Officer - BroMenn & Eureka

    Total calculated
    $363,611
    From this org
    $0
    From related orgs
    $335,870
    Other
    $27,741
    Hours/week
    36 + 4 related

    Schedule J breakdown matched by us

    Base
    $0 + $282,249 related
    Bonus
    $0 + $29,189 related
    Other
    $0 + $24,432 related
    Deferred
    $0 + $5,570 related
    Nontaxable benefits
    $0 + $22,171 related
    Filer's total
    $0 + $363,611 related

  • Linda Fred

    VP, Pharmacy Services

    Total calculated
    $435,206
    From this org
    $0
    From related orgs
    $377,082
    Other
    $58,124
    Hours/week
    10 + 30 related

    Schedule J breakdown matched by us

    Base
    $0 + $279,931 related
    Bonus
    $0 + $40,480 related
    Other
    $0 + $56,671 related
    Deferred
    $0 + $35,654 related
    Nontaxable benefits
    $0 + $22,470 related
    Filer's total
    $0 + $435,206 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

  • Jeffrey Kuska

    Clinical Pharmacist

    Total calculated
    $247,598
    From this org
    $225,986
    From related orgs
    $0
    Other
    $21,612
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $220,979
    Bonus
    $400
    Other
    $4,607
    Deferred
    $4,307
    Nontaxable benefits
    $17,305
    Filer's total
    $247,598

  • Jennifer Woodward

    Director, Pharmacy Services

    Total calculated
    $260,372
    From this org
    $253,936
    From related orgs
    $0
    Other
    $6,436
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $237,056
    Bonus
    $15,528
    Other
    $1,352
    Deferred
    $4,436
    Nontaxable benefits
    $2,000
    Filer's total
    $260,372

  • Joseph Prosser

    Director, Carle Cancer Institute Normal

    Total calculated
    $234,861
    From this org
    $230,666
    From related orgs
    $0
    Other
    $4,195
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $210,010
    Bonus
    $15,180
    Other
    $5,476
    Deferred
    $4,195
    Nontaxable benefits
    $0
    Filer's total
    $234,861

  • Katie While

    Registered Nurse - BMC CRU

    Total calculated
    $251,218
    From this org
    $246,741
    From related orgs
    $0
    Other
    $4,477
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $245,946
    Bonus
    $400
    Other
    $395
    Deferred
    $4,477
    Nontaxable benefits
    $0
    Filer's total
    $251,218

  • Lori Harper

    Director, Nursing Services

    Total calculated
    $267,994
    From this org
    $243,971
    From related orgs
    $0
    Other
    $24,023
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $227,596
    Bonus
    $13,915
    Other
    $2,460
    Deferred
    $4,183
    Nontaxable benefits
    $19,840
    Filer's total
    $267,994

  • Charles Dennis MD

    Former - Officer

    Total calculated
    $318,655
    From this org
    $0
    From related orgs
    $283,641
    Other
    $35,014
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $255,906 related
    Bonus
    $0 + $24,328 related
    Other
    $0 + $3,407 related
    Deferred
    $0 + $12,918 related
    Nontaxable benefits
    $0 + $22,096 related
    Filer's total
    $0 + $318,655 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 BROMENN MEDICAL CENTER, 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 2023 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, COLLEEN KANNADAY, MATTHEW KOLB, JD, MHA, JAMES C. LEONARD, MD, LINDA FRED, JAMES NEVIN, JR., MD, LAUREN SCHMID, MBA, LAURIE ROUND, NAPOLEON KNIGHT, MD, NICHOLAS CROMPTON, AMANDA SMITH, AND CHRISTOPHER HUGHES, 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 CHRISTOPHER HUGHES, MD ($13,526).
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.

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

  • FIELDS SOUTH LLC

    N/A · Property & Facility Management · IL

    Directly controlled by NA

  • MOUPH LLC

    N/A · Outpatient Orthopedic Services · IL

    Directly controlled by NA

  • REHABILITATION THERAPY SERVICES LLC

    N/A · Rehabilitation Therapy · IL

    Directly controlled by NA

  • 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

Related corporations and trusts

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

  • BELCREST SERVICES LTD

    C Corporation · Medical Services · IL · controlled entity

    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

  • FIRSTCAROLINACARE INSURANCE COMPANY

    C Corporation · Insurance · 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 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

  • 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

  • PROVIDER RESOURCE MANAGEMENT INC

    C Corporation · Physician Services · IL · controlled entity

    Directly controlled by NA

Provenance

Return type
form_990
Tax year
2023
Filed
15 November 2024
IRS schema version
2023v5.1
Source object
202433209349321828

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