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Nonprofiteer
← CARLE BROMENN MEDICAL CENTER

Form 990 for tax year 2022

Filed by CARLE BROMENN MEDICAL CENTER.

Totals

Total revenue
$219,409,107
Total expenses
$236,446,704
Contributions and grants received
$1,777,062
Grants paid
$131,962
Program service revenue
$209,091,296
Investment income
-$39,009
Other revenue
$8,579,758
Total assets, end of year
$61,296,148
Total liabilities, end of year
$4,587,458
Net assets or fund balances, end of year
$56,708,690
Program services expenses (Part IX)
$202,082,304
Management and general expenses
$34,364,400
Fundraising expenses
$0
Program service expenses (Part III)
$202,082,304

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

    $144,276

  • 1e · Government grants (contributions)

    $1,632,786

  • 1g · Noncash contributions included above

    $15,946

  • 2a · Program service revenue: PATIENT SERVICE REVENUE

    total $209,091,296 · related or exempt $209,091,296 · unrelated business $0 · excluded $0

  • 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 $3,000

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

    other assets $42,009

  • 7c · Gain or loss

    securities $0 · other assets -$39,009

  • 7d · Net gain or loss

    total -$39,009 · related or exempt $0 · unrelated business $0 · excluded -$39,009

  • 11a · Other revenue: MANAGEMENT FEE REVENUE

    total $4,263,345 · related or exempt $0 · unrelated business $4,263,345 · excluded $0

  • 11b · Other revenue: PHARMACY INCOME

    total $1,356,470 · related or exempt $0 · unrelated business $1,356,470 · excluded $0

  • 11c · Other revenue: THRIFT SHOP INCOME

    total $743,587 · related or exempt $0 · unrelated business $0 · excluded $743,587

  • 11d · All other revenue

    total $2,216,356 · related or exempt $2,216,356 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $8,579,758

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $131,962 · program services $131,962

  • 7 · Other salaries and wages

    total $79,179,117 · program services $72,337,573 · management and general $6,841,544 · fundraising $0

  • 8 · Pension plan contributions

    total $4,108,632 · program services $3,734,988 · management and general $373,644 · fundraising $0

  • 9 · Other employee benefits

    total $8,080,017 · program services $7,164,823 · management and general $915,194 · fundraising $0

  • 10 · Payroll taxes

    total $5,793,135 · program services $5,283,735 · management and general $509,400 · fundraising $0

  • 11b · Fees: legal

    total $10,080 · program services $0 · management and general $10,080 · fundraising $0

  • 11d · Fees: lobbying

    total $58,768 · program services $0 · management and general $58,768 · fundraising $0

  • 11g · Fees: other

    total $22,607,566 · program services $21,390,365 · management and general $1,217,201 · fundraising $0

  • 12 · Advertising and promotion

    total $135,255 · program services $699 · management and general $134,556 · fundraising $0

  • 13 · Office expenses

    total $4,199,416 · program services $3,467,376 · management and general $732,040 · fundraising $0

  • 14 · Information technology

    total $530,779 · program services $412,261 · management and general $118,518 · fundraising $0

  • 16 · Occupancy

    total $10,787,759 · program services $5,567,210 · management and general $5,220,549 · fundraising $0

  • 17 · Travel

    total $299,114 · program services $272,428 · management and general $26,686 · fundraising $0

  • 19 · Conferences, conventions and meetings

    total $75,129 · program services $67,106 · management and general $8,023 · fundraising $0

  • 22 · Depreciation, depletion and amortization

    total $4,766,360 · program services $4,411,729 · management and general $354,631 · fundraising $0

  • 23 · Insurance

    total $394,352 · program services $9,623 · management and general $384,729 · fundraising $0

  • 24a · Other expenses: PATIENT CARE SUPPLIES

    total $40,968,554 · program services $40,968,554 · management and general $0 · fundraising $0

  • 24b · Other expenses: INTERNAL MANAGEMENT FEES

    total $46,294,325 · program services $30,955,474 · management and general $15,338,851 · fundraising $0

  • 24c · Other expenses: OTHER TAXES

    total $7,586,169 · program services $5,531,232 · management and general $2,054,937 · fundraising $0

  • 24d · Other expenses: Non-Physician Recruitment

    total $338,625 · program services $308,625 · management and general $30,000 · fundraising $0

  • 24e · All other expenses

    total $101,590 · program services $66,541 · management and general $35,049 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $2,939,158 · end of year $2,794,900

  • 4 · Accounts receivable

    beginning of year $35,493,829 · end of year $27,216,683

  • 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 $3,414,348 · end of year $3,540,686

  • 9 · Prepaid expenses and deferred charges

    beginning of year $619,314 · end of year $372,253

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

    $37,533,783

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

    $10,264,406

  • 10c · Land, buildings and equipment, net

    beginning of year $17,423,066 · end of year $27,269,377

  • 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 $13,247,166 · end of year $4,587,458

  • 19 · Deferred revenue

    beginning of year $774,499 · end 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 $45,970,299 · end of year $56,708,690

Mission and programs · 2022

Mission

CARLE BROMENN MEDICAL CENTER'S MISSION IS TO BE THE TRUSTED PARTNER IN ALL HEALTHCARE DECISIONS AND IMPROVE HEALTH BY PROVIIDNG HIGHLY ACCESSIBLE, WORLD CLASS CARE AND SERVICE.

Activities or mission (Part I)

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 221 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 2022, CBMC HAD APPROXIMATELY 113,185 INPATIENT AND OUTPATIENT VISITS WITH APPROXIMATELY 29,067 EMERGENCY DEPARTMENT VISITS AND 1,299 BIRTHS.

    Expenses $202,082,304 · Grants $131,962 · Revenue $211,307,652

As filed on the 2022 return.

Listed in Part VII

  • Karl Appelquist

    Immediate Past Chair

    Total calculated
    $0
    Hours/week
    1

  • Mark Czys

    Vice Chair

    Total calculated
    $0
    Hours/week
    1

  • Paul Tucker PhD

    Chair

    Total calculated
    $0
    Hours/week
    1

  • Uretz Oliphant MD

    Secretary/Treasurer of Board

    Total calculated
    $614,077
    From this org
    $0
    From related orgs
    $552,134
    Other
    $61,943
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $505,354 related
    Bonus
    $0 + $44,417 related
    Other
    $0 + $2,363 related
    Deferred
    $0 + $45,010 related
    Nontaxable benefits
    $0 + $16,933 related
    Filer's total
    $0 + $614,077 related

  • Aja Lystila MD

    Trustee

    Total calculated
    $388,116
    From this org
    $0
    From related orgs
    $339,330
    Other
    $48,786
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $253,745 related
    Bonus
    $0 + $83,766 related
    Other
    $0 + $1,819 related
    Deferred
    $0 + $24,510 related
    Nontaxable benefits
    $0 + $24,276 related
    Filer's total
    $0 + $388,116 related

  • Jon Stewart

    Trustee (THROUGH 8/31/22)

    Total calculated
    $0
    Hours/week
    1

  • Michael Devocelle

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Colleen Kannaday

    President & CEO, BroMenn Medical Center

    Total calculated
    $933,296
    From this org
    $0
    From related orgs
    $702,846
    Other
    $230,450
    Hours/week
    25 + 15 related

    Schedule J breakdown matched by us

    Base
    $0 + $540,935 related
    Bonus
    $0 + $157,496 related
    Other
    $0 + $4,415 related
    Deferred
    $0 + $204,574 related
    Nontaxable benefits
    $0 + $25,876 related
    Filer's total
    $0 + $933,296 related

  • Dennis Hesch

    EVP, Chief Finance & Strategy Officer

    Total calculated
    $1,700,899
    From this org
    $0
    From related orgs
    $1,286,099
    Other
    $414,800
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $993,973 related
    Bonus
    $0 + $288,063 related
    Other
    $0 + $4,063 related
    Deferred
    $0 + $396,203 related
    Nontaxable benefits
    $0 + $18,597 related
    Filer's total
    $0 + $1,700,899 related

  • James C Leonard MD

    Ex-Officio, President & CEO

    Total calculated
    $2,801,918
    From this org
    $0
    From related orgs
    $2,140,109
    Other
    $661,809
    Hours/week
    0.2 + 39.8 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,607,032 related
    Bonus
    $0 + $528,517 related
    Other
    $0 + $4,560 related
    Deferred
    $0 + $643,876 related
    Nontaxable benefits
    $0 + $17,933 related
    Filer's total
    $0 + $2,801,918 related

  • Matthew Kolb JD MHA

    EVP, Chief Operating Officer

    Total calculated
    $1,757,452
    From this org
    $0
    From related orgs
    $1,363,262
    Other
    $394,190
    Hours/week
    5 + 35 related

    Schedule J breakdown matched by us

    Base
    $0 + $979,097 related
    Bonus
    $0 + $225,035 related
    Other
    $0 + $159,130 related
    Deferred
    $0 + $368,388 related
    Nontaxable benefits
    $0 + $25,802 related
    Filer's total
    $0 + $1,757,452 related

  • Napoleon Knight MD MBA

    EVP, Chief Medical Officer

    Total calculated
    $858,813
    From this org
    $0
    From related orgs
    $744,746
    Other
    $114,067
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $735,215 related
    Bonus
    $0
    Other
    $0 + $9,531 related
    Deferred
    $0 + $96,568 related
    Nontaxable benefits
    $0 + $17,499 related
    Filer's total
    $0 + $858,813 related

  • Amanda Smith

    VP, BroMenn & Eureka Amb Care

    Total calculated
    $281,045
    From this org
    $0
    From related orgs
    $227,228
    Other
    $53,817
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $199,536 related
    Bonus
    $0 + $26,120 related
    Other
    $0 + $1,572 related
    Deferred
    $0 + $38,856 related
    Nontaxable benefits
    $0 + $14,961 related
    Filer's total
    $0 + $281,045 related

  • John Wieland MD

    Associate Chief Medical Officer

    Total calculated
    $632,730
    From this org
    $0
    From related orgs
    $564,296
    Other
    $68,434
    Hours/week
    38 + 2 related

    Schedule J breakdown matched by us

    Base
    $0 + $491,274 related
    Bonus
    $0 + $70,755 related
    Other
    $0 + $2,267 related
    Deferred
    $0 + $45,010 related
    Nontaxable benefits
    $0 + $23,424 related
    Filer's total
    $0 + $632,730 related

  • Lauren Schmid

    EVP, Chief Human Resources Officer

    Total calculated
    $1,001,069
    From this org
    $0
    From related orgs
    $772,322
    Other
    $228,747
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $550,105 related
    Bonus
    $0 + $123,287 related
    Other
    $0 + $98,930 related
    Deferred
    $0 + $204,706 related
    Nontaxable benefits
    $0 + $24,041 related
    Filer's total
    $0 + $1,001,069 related

  • Laurie Round

    VP, Chief Nursing Officer - BroMenn & Eureka

    Total calculated
    $349,718
    From this org
    $0
    From related orgs
    $258,767
    Other
    $90,951
    Hours/week
    36 + 4 related

    Schedule J breakdown matched by us

    Base
    $0 + $221,247 related
    Bonus
    $0 + $35,630 related
    Other
    $0 + $1,890 related
    Deferred
    $0 + $71,332 related
    Nontaxable benefits
    $0 + $19,619 related
    Filer's total
    $0 + $349,718 related

  • Linda Fred

    VP, Pharmacy Services

    Total calculated
    $389,509
    From this org
    $0
    From related orgs
    $294,877
    Other
    $94,632
    Hours/week
    10 + 30 related

    Schedule J breakdown matched by us

    Base
    $0 + $245,625 related
    Bonus
    $0 + $47,272 related
    Other
    $0 + $1,980 related
    Deferred
    $0 + $74,613 related
    Nontaxable benefits
    $0 + $20,019 related
    Filer's total
    $0 + $389,509 related

  • Nicholas Crompton

    VP, Construction & Facility Services

    Total calculated
    $355,561
    From this org
    $0
    From related orgs
    $281,961
    Other
    $73,600
    Hours/week
    1 + 41 related

    Schedule J breakdown matched by us

    Base
    $0 + $252,006 related
    Bonus
    $0 + $27,955 related
    Other
    $0 + $2,000 related
    Deferred
    $0 + $45,832 related
    Nontaxable benefits
    $0 + $27,768 related
    Filer's total
    $0 + $355,561 related

  • Jennifer Woodward

    Director, Pharmacy Services BMC

    Total calculated
    $209,822
    From this org
    $191,664
    From related orgs
    $0
    Other
    $18,158
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $172,500
    Bonus
    $18,099
    Other
    $1,065
    Deferred
    $16,158
    Nontaxable benefits
    $2,000
    Filer's total
    $209,822

  • Joseph Prosser

    Director, Carle Cancer Institute Normal

    Total calculated
    $206,020
    From this org
    $190,217
    From related orgs
    $0
    Other
    $15,803
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $170,666
    Bonus
    $18,512
    Other
    $1,039
    Deferred
    $15,803
    Nontaxable benefits
    $0
    Filer's total
    $206,020

  • Katie While

    Registered Nurse - BMC CRU

    Total calculated
    $227,239
    From this org
    $209,511
    From related orgs
    $0
    Other
    $17,728
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $208,697
    Bonus
    $500
    Other
    $314
    Deferred
    $17,728
    Nontaxable benefits
    $0
    Filer's total
    $227,239

  • Marissa Smith

    Registered Nurse - BMC ED

    Total calculated
    $222,728
    From this org
    $201,335
    From related orgs
    $0
    Other
    $21,393
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $200,287
    Bonus
    $500
    Other
    $548
    Deferred
    $15,461
    Nontaxable benefits
    $5,932
    Filer's total
    $222,728

  • Rayford Rattley

    Registered - BMC OR

    Total calculated
    $235,973
    From this org
    $194,755
    From related orgs
    $0
    Other
    $41,218
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $193,794
    Bonus
    $500
    Other
    $461
    Deferred
    $16,942
    Nontaxable benefits
    $24,276
    Filer's total
    $235,973

  • Charles Dennis MD

    Former - Officer; EVP, Chief Medical Officer

    Total calculated
    $482,055
    From this org
    $0
    From related orgs
    $437,905
    Other
    $44,150
    Hours/week
    0 + 20 related

    Schedule J breakdown matched by us

    Base
    $0 + $261,683 related
    Bonus
    $0 + $173,935 related
    Other
    $0 + $2,287 related
    Deferred
    $0 + $24,510 related
    Nontaxable benefits
    $0 + $19,640 related
    Filer's total
    $0 + $482,055 related

  • James Nevin Jr MD

    Former - Key Employee

    Total calculated
    $175,590
    From this org
    $0
    From related orgs
    $165,914
    Other
    $9,676
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $23,243 related
    Bonus
    $0 + $81,688 related
    Other
    $0 + $60,983 related
    Deferred
    $0 + $8,285 related
    Nontaxable benefits
    $0 + $1,391 related
    Filer's total
    $0 + $175,590 related

  • Justin Meyers

    Former - Highest Compensated Employee

    Total calculated
    $208,052
    From this org
    $168,355
    From related orgs
    $0
    Other
    $39,697
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $166,155
    Bonus
    $500
    Other
    $1,700
    Deferred
    $13,221
    Nontaxable benefits
    $26,476
    Filer's total
    $208,052

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
  • 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 2022 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, JAMES LEONARD, MD, LINDA FRED, JAMES NEVIN, JR., MD, LAUREN SCHMID, LAURIE ROUND, NAPOLEON KNIGHT, MD, MBA, NICHOLAS CROMPTON AND AMANDA SMITH. IN 2022, PAYMENTS FROM THE 457(F) PLAN WERE MADE TO MATTHEW KOLB ($155,067), JAMES LEONARD, MD ($497), JAMES NEVIN, JR., MD ($13,518), LAUREN SCHMID ($95,210), AND NAPOLEON KNIGHT, MD, MBA ($5,621). In 2022, JAMES NEVIN, JR., MD, also participated in a 457(b) plan and received a payment of $47,287.
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.

Related corporations and trusts

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

Provenance

Return type
form_990
Tax year
2022
Filed
15 November 2023
IRS schema version
2022v5.0
Source object
202333199349319278

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