2023-11-15T14:37:03+00:00 2022-12-31 346565596 ERNST & YOUNG US LLP 111 MONUMENT CIRCLE INDIANAPOLIS IN 462045100 990 2022-01-01 371119538 THE Carle Foundation Hospital CARL 2173836702 611 WEST PARK URBANA IL 61801 dennis hesch exec vp & cfo 2173836702 2023-11-15 true DENNIS HESCH 999009999 Jennifer D Rhoderick P00395735 3176817000 2023-11-11 2022 2023-04-26 12:10:37Z DENNIS HESCH EXEC VP & CFO 611 WEST PARK URBANA IL 61801 1279130381 false X WWW.CARLE.ORG X 1982 IL The carle foundation hospital's mission is to serve people through high quality care, medical research, and education. Health care services are provided to individuals in the community regardless of ability to pay. 6 4 5195 961 140830 0 10151638 20156883 1201299110 1226056070 153568 92809 8801167 7116398 1220405483 1253422160 1836348 1488784 0 332416085 346595428 0 0 668457711 737126082 1002710144 1085210294 217695339 168211866 479153762 471321883 228381600 228367990 250772162 242953893 THE CARLE FOUNDATION HOSPITAL'S MISSION IS TO SERVE PEOPLE THROUGH HIGH QUALITY CARE, MEDICAL RESEARCH, AND EDUCATION. HEALTH CARE SERVICES ARE PROVIDED TO INDIVIDUALS IN THE COMMUNITY REGARDLESS OF ABILITY TO PAY. false false 1020652414 1488784 1233780199 SERVING PEOPLE THROUGH HIGH QUALITY MEDICAL CARE, THE CARLE FOUNDATION HOSPITAL IS AN ILLINOIS NOT-FOR-PROFIT CORPORATION ESTABLISHED FOR THE PURPOSE OF OPERATING THE CARLE FOUNDATION'S 453-LICENSED BED HOSPITAL AND RELATED FACILITIES AND, CONDUCTING PATIENT CARE RELATED ACTIVITIES OF THE FOUNDATION. THE HOSPITAL, A LEVEL ONE TRAUMA CENTER, OFFERS A FULL RANGE OF INPATIENT AND OUTPATIENT DIAGNOSTIC AND THERAPEUTIC SERVICES FOR MEDICAL, SURGICAL, OBSTETRICAL AND GYNECOLOGICAL PATIENTS. THE HOSPITAL PROVIDES VARIOUS ANCILLARY SUPPORT SERVICES TO BOTH INPATIENTS AND OUTPATIENTS SUCH AS AUTOPSY, BLOOD BANK, EMERGENCY SERVICES, RESPIRATORY THERAPY, OPERATING ROOM, OCCUPATIONAL THERAPY, PASTORAL COUNSELING, SOCIAL SERVICES, PHARMACY AND PHYSICAL THERAPY. THE CARLE FOUNDATION HOSPITAL'S MISSION IS TO SERVE PEOPLE THROUGH HIGH QUALITY CARE, MEDICAL RESEARCH AND EDUCATION. WE MAKE SURE THOSE WHO NEED CARE, GET CARE, WHETHER OR NOT THEY CAN PAY. THROUGH OUR COMMUNITY CARE DISCOUNT PROGRAM FOR HOSPITAL SERVICES AND OUR PARTNERSHIPS WITH AREA HEALTH AGENCIES, ACCESS TO DENTAL, VISION AND GENERAL HEALTHCARE HAS BEEN IMPROVED FOR THOSE WHO ARE STRUGGLING FINANCIALLY. AS THE SECOND TENET IN OUR MISSION, RESEARCH GIVES US TOMORROW'S ANSWERS, TODAY. IN COLLABORATION WITH THE UNIVERSITY OF ILLINOIS SCIENTISTS AND THE CARLE PHYSICIAN GROUP PHYSICIANS, WE ARE TURNING THE LATEST MEDICAL KNOWLEDGE INTO PRACTICAL APPLICATIONS FOR THE BEDSIDE. IN 2022, CLINICIANS, RESEARCHERS AND STUDENTS WORKED ON OVER 400 CLINICAL RESEARCH STUDIES AT CARLE'S STEPHENS FAMILY CLINICAL RESEARCH INSTITUTE; A 50% INCREASE SINCE 2017. OVER 3,400 PATIENTS PARTICIPATED IN CLINICAL RESEARCH STUDIES DURING 2022, INCLUDING MORE THAN 1,000 NEW PARTICIPANTS. THE SIEMENS 7 TESLA MRI SYSTEM OWNED BY CARLE AND THE UNIVERSITY OF ILLINOIS AT URBANA CHAMPAIGN (UIUC) REMAINS THE ONLY 7T MRI SYSTEM APPROVED FOR CLINICAL USE IN THE STATE OF ILLINOIS. FOR THE COMMUNITY, WE OFFER A MYRIAD OF OPPORTUNITIES LIKE BABYSITTING CERTIFICATION AND NEW DAD COURSES, ALONG WITH FREE CPR AND FIRST AID CLASSES. FOR OUR PROFESSIONALS, WE HAVE CONTINUING EDUCATION COURSES, THREE LEVELS OF MANAGEMENT TRAINING CLASSES AND COURSES FOR PHYSICIAN LEADERS. THE CARLE FOUNDATION HOSPITAL'S CONTINUED SUCCESS IS ROOTED IN OUR ABILITY TO ADAPT TO A CHANGING HEALTHCARE ENVIRONMENT, PLAN DILIGENTLY FOR OUR FUTURE AND MAINTAIN A COMMITMENT TO OUR PATIENTS AND COMMUNITY. NOT-FOR-PROFIT HOSPITALS HAVE A LONG STANDING PRACTICE OF PROVIDING SUPPORT, DONATIONS AND SERVICES TO THEIR COMMUNITIES. THIS STEMS NOT FROM ECONOMIC OPPORTUNITY, BUT RATHER FROM A RESPONSIBILITY TO ADDRESS AND IMPROVE THE HEALTH OF ALL THE PEOPLE THEY SERVE. AT THE CARLE FOUNDATION HOSPITAL, WE ALSO BELIEVE THAT WE HAVE AN OBLIGATION TO GENEROUSLY GIVE BACK TO OUR COMMUNITY IN EXCHANGE FOR OUR TAX EXEMPTION. ALL OF THESE FACTORS LEAD TO THE CARLE FOUNDATION HOSPITAL BEING A CHAMPION OF ACCESS TO HEALTHCARE AND A PILLAR OF COMMUNITY SUPPORT. COMMUNITY BENEFIT PROGRAMS ARE BASED ON ASSESSED NEEDS AND DESIGNED TO IMPROVE THE HEALTH OF THOSE WHO LIVE AND WORK IN OUR AREA, WITH A FOCUS ON SERVING THOSE LESS FORTUNATE. AREAS OF COMMUNITY BENEFIT INCLUDE: HOSPITAL SERVICES THAT OPERATE AT A LOSS, CASH AND IN-KIND DONATIONS, TRANSLATIONAL RESEARCH, COMMUNITY EDUCATION, COMMUNITY-BUILDING ACTIVITIES AND WORKFORCE DEVELOPMENT. THE CARLE FOUNDATION HOSPITAL STRIVES TO ELIMINATE BARRIERS THAT KEEP AREA RESIDENTS FROM RECEIVING THE CARE THEY NEED. THE CARLE FOUNDATION HOSPITAL'S COMMUNITY CARE DISCOUNT PROGRAM IS ONE OF THE MOST GENEROUS FINANCIAL ASSISTANCE DISCOUNT PROGRAMS IN THE COUNTRY. WE WANT TO MAKE SURE THAT THE PEOPLE WHO QUALIFY KNOW ABOUT THEIR OPTIONS. OUR ADVERTISING THROUGHOUT THE REGION IS TARGETED TO REACH PEOPLE WHO QUALIFY SO THEY ARE AWARE FINANCIAL ASSISTANCE IS AVAILABLE. AS A NOT-FOR-PROFIT HOSPITAL, IT IS OUR OBLIGATION TO REACH OUT TO THOSE WHO CANNOT AFFORD HEALTHCARE. 29708946 0 0 RESEARCH: CARLE FOUNDATION HOSPITAL'S RESEARCH PROGRAM CONTINUES TO EXPAND TO SERVE THE NEEDS OF THE COMMUNITY AND ADVANCE THE TRANSLATION OF NEW DISCOVERIES INTO CLINICAL SOLUTIONS. CARLE WORKS WITH INDUSTRY SPONSORS, FEDERAL AGENCIES, FOUNDATIONS AND START-UPS IN A VARIETY OF CLINICAL AREAS, INCLUDING CANCER, NEUROSCIENCES, DIGESTIVE HEALTH, MATERNAL-CHILD HEALTH, HEART AND VASCULAR, SPORTS MEDICINE, OPHTHALMOLOGY AND HEARING. AS OF DECEMBER 31, 2022, THERE WERE 433 ACTIVE CLINICAL RESEARCH STUDIES CONDUCTED AT THE STEPHENS FAMILY CLINICAL RESEARCH INSTITUTE; A 50% INCREASE SINCE 2017. NEARLY 3,000 PATIENTS PARTICIPATED IN CLINICAL RESEARCH STUDIES DURING 2022, INCLUDING MORE THAN 1,200 NEW PARTICIPANTS. CARLE AND THE UNIVERSITY OF ILLINOIS AT URBANA CHAMPAIGN (UIUC) THROUGH THE CARLE ILLINOIS ADVANCED IMAGING CENTER INSTALLED THE FIRST SIEMENS 7 TESLA MRI SYSTEM APPROVED FOR CLINICAL USE IN THE STATE OF ILLINOIS. CLINICAL USE OF THE 7T MRI BEGAN IN SPRING 2021 AND EIGHT RESEARCH PROJECTS WERE INITIATED TO INCLUDE STUDIES OF EPILEPSY, TRAUMATIC BRAIN INJURY, BRAIN/HEART INTERACTION AND DEPRESSION. CARLE AND ILLINOIS ALSO LAUNCHED THE CHAMPAIGN-URBANA POPULATION STUDY, A LARGE MULTI-YEAR 7T MRI IMAGING STUDY THAT COLLECTS INFORMATION ABOUT BRAIN STRUCTURE AND FUNCTION OVER TIME. THESE PROJECTS LAY THE GROUNDWORK TO ADVANCE 7T MRI UTILIZATION AND BRING NEW APPROACHES TO DIAGNOSIS AND TREATMENT. THE CARLE CANCER INSTITUTE IS A STRONG EXAMPLE OF THE BENEFITS OF RESEARCH. CARLE CANCER INSTITUTE, A DESIGNATED NATIONAL CANCER INSTITUTE COMMUNITY ONCOLOGY RESEARCH PROGRAM, IS THE PREMIER CANCER TREATMENT AND SUPPORT CENTER IN EAST CENTRAL ILLINOIS, OFFERING THE MOST ADVANCED RESOURCES TO HELP PATIENTS FACING CANCER. THE CARLE CANCER INSTITUTE IS ONE OF ONLY 32 COMMUNITY SITES IN THE NATION BRINGING CANCER CLINICAL TRIALS TO INDIVIDUALS IN THEIR OWN COMMUNITIES THROUGH THE NATIONAL CANCER INSTITUTE COMMUNITY ONCOLOGY RESEARCH PROGRAM ("NCORP"). THE CARLE NCORP NETWORK NOW HAS 26 AFFILIATE SITES, BRINGING CUTTING-EDGE CANCER CLINICAL TRIALS TO UNDERSERVED AREAS IN EAST CENTRAL ILLINOIS AND WESTERN INDIANA. CARLE WAS ALSO RECOGNIZED AS THE TOP RECRUITING SITE IN THE NATION FOR TWO LARGE NCI TRIALS. CARLE REMAINS COMMITTED TO PURSUING INNOVATIVE RESEARCH THAT ADVANCES PATIENT CARE AND SAVES LIVES IN 2022, CLINICIANS, RESEARCHERS AND STUDENTS WORKED ON OVER 400 CLINICAL RESEARCH STUDIES AT CARLE'S STEPHENS FAMILY CLINICAL RESEARCH INSTITUTE; A 50% INCREASE SINCE 2017. OVER 3,400 PATIENTS PARTICIPATED IN CLINICAL RESEARCH STUDIES DURING 2022, INCLUDING MORE THAN 1,000 NEW PARTICIPANTS. THE SIEMENS 7 TESLA MRI SYSTEM OWNED BY CARLE AND THE UNIVERSITY OF ILLINOIS AT URBANA CHAMPAIGN (UIUC) REMAINS THE ONLY 7T MRI SYSTEM APPROVED FOR CLINICAL USE IN THE STATE OF ILLINOIS. EDUCATION: THROUGH A VARIETY OF ACTIVITIES INCLUDING SIGNIFICANT DONATIONS, SCHOLARSHIP PROGRAMS, AND PHYSICIAN, NURSE AND ALLIED-HEALTH EDUCATION, MORE THAN $18 MILLION WAS INVESTED IN PROGRAMS THAT ADDRESS COMMUNITY-WIDE WORKFORCE AND EDUCATION ISSUES, STRENGTHENING THE TRAINING AND AVAILABILITY OF PROFESSIONALS TO CARE FOR OUR COMMUNITIES' HEALTHCARE NEEDS NOW AND IN THE FUTURE. GRADUATE MEDICAL EDUCATION MAINTAINED SIX MEDICAL RESIDENCY PROGRAMS AT THE CARLE FOUNDATION HOSPITAL LOCATION - FAMILY MEDICINE, GENERAL SURGERY, INTERNAL MEDICINE, ORAL AND MAXILLOFACIAL SURGERY (OMS), PSYCHIATRY, AND VASCULAR SURGERY. IN LATE 2021, THE NEUROLOGY PROGRAM, INITIALLY HOUSED AT CARLE BROMENN IN NORMAL, TRANSITIONED TO THE CARLE FOUNDATION HOSPITAL LOCATION IN URBANA. CARLE BROMENN CONTINUES TO HOUSE THE FAMILY MEDICINE AND NEUROSURGERY RESIDENCY PROGRAMS. GRADUATE MEDICAL EDUCATION WORKED TO EXPAND THE FOOTPRINT AND WILL OPEN AN OB/GYN RESIDENCY AND CARDIOVASCULAR DISEASE FELLOWSHIP IN JULY 2022. DURING ACADEMIC YEAR 2022-2023, THERE ARE A TOTAL OF 141 RESIDENTS AND FELLOWS IN GME PROGRAMS. CONTINUING EDUCATION STRIVES TO PROVIDE QUALITY AND WORLD-CLASS, EVIDENCE-BASED MEDICAL EDUCATION TO HEALTHCARE PROFESSIONALS BOTH LOCALLY AND REGIONALLY. CARLE IS AN APPROVED PROVIDER OF CONTINUING EDUCATION CREDIT FOR 21 DIFFERENT DISCIPLINES. IN 2022, MORE THAN 17 MULTI-DISCIPLINARY CONFERENCES, OPEN TO LOCAL, REGIONAL AND NATIONAL HEALTHCARE PROFESSIONALS, WERE PROVIDED IN ADDITION TO CONTINUING EDUCATION OPPORTUNITIES IN MULTIPLE DISCIPLINES THROUGHOUT CARLE HEALTH SYSTEM AND COMMUNITY. INCLUDED IN OVERALL CARLE HEALTH SYSTEM FIGURES AND NOT SPECIFIC TO THE HOSPITAL, CARLE CONTINUED SUPPORT OF THE CARLE ILLINOIS COLLEGE OF MEDICINE, THE WORLD'S FIRST ENGINEERING-BASED COLLEGE OF MEDICINE. IN 2022, CARLE ILLINOIS ADDED ANOTHER 64 MEDICAL STUDENTS TO THE PREVIOUS 146, WHO WILL CONTINUE TO THRIVE IN A RICH CLINICAL RESEARCH ENVIRONMENT THAT SUPPORTS STUDENT INNOVATIONS TO IMPROVE PATIENT CARE. LOOKING FORWARD, CARLE'S FOCUS FOR THE COLLEGE IS ON FACULTY AND PHYSICIAN RECRUITMENT TO MAXIMIZE OPPORTUNITIES FOR NEW RESEARCH IN OUR KEY PILLAR AREAS. IN ADDITION, IN 2022 PREPARATION HAS BEEN UNDERWAY TO EXPAND THE STUDENT'S CLINICAL EXPERIENCE TO INCLUDE EDUCATIONAL OPPORTUNITY OFFERINGS AT CARLE BROMENN MEDICAL CENTER BEGINNING IN 2023. OVERALL, CARLE PLEDGED TO DONATE $100 MILLION TO THE COLLEGE OVER 10 YEARS, REPORTED AS A $10 MILLION GIFT FROM THE CARLE FOUNDATION EVERY YEAR, INCLUDING 2022. 13523952 0 0 THE CARLE COMMUNITY CARE DISCOUNT PROGRAM (FINANCIAL ASSISTANCE): AS A TAX-EXEMPT ORGANIZATION, THE CARLE FOUNDATION HOSPITAL PROVIDES CARE TO PATIENTS REGARDLESS OF THEIR ABILITY TO PAY FOR THAT CARE OR SOURCE OF PAYMENT. WE ALSO RECOGNIZE THAT SOME PATIENTS NEED HELP TO PAY THEIR BILLS. THE CARLE FOUNDATION HOSPITAL'S COMMUNITY CARE DISCOUNT PROGRAM (FINANCIAL ASSISTANCE) PROVIDES DISCOUNTS OR FREE CARE TO THOSE WHO NEED IT. OUR COMMUNITY CARE DISCOUNT PROGRAM IS CONTINUALLY EVALUATED AND MANAGED AS NEEDED TO MEET THE NEEDS OF OUR COMMUNITY. EVALUATION INVOLVES INPUT FROM ADMINISTRATIVE LEADERS, PATIENT ACCOUNTS STAFF, LOCAL CONSUMER ADVOCACY GROUPS, AND PATIENTS. DURING 2022, FINANCIAL ASSISTANCE FOR HOSPITAL PATIENTS ALONE TOTALED $13,523,952 AT COST. 1063885312 true true false true false false false false false true false false true true true false true false false false false false false false false true true true false true false false false false false false false false true false false false false true true true false false true 147 0 true 5195 true true true false false false false false false false false false false false X 6 4 true false false false true true true true true false false true true true true true true false false false IL X X DENNIS P HESCH EXEC VP & CFO 2173833311 611 W PARK ST URBANA IL 61801 Karl Appelquist Immediate Past Chair 1.0 0.0 X X 0 0 0 Mark Czys Vice Chair 1.0 0.0 X X 0 0 0 Paul Tucker PhD Chair 1.0 0.0 X X 0 0 0 Uretz Oliphant MD Secretary/Treasurer of Board 1.0 39.0 X X 0 552134 61943 Aja Lystila MD Trustee & PHYSICIAN 1.0 39.0 X 0 339330 48786 Jon Stewart Trustee THU 8/31/2022 1.0 0.0 X 0 0 0 Michael Devocelle Trustee 1.0 0.0 X 0 0 0 Dennis Hesch Officer - EVP, Chief Finance & Strategy Officer 4.0 36.0 X 0 1286099 414800 Elizabeth Angelo President (BEG 3/1/2022), CFH // Chief Nursing Officer 35.0 5.0 X 0 535690 121979 James C Leonard MD Ex-Officio, Officer - President & CEO 5.0 35.0 X 0 2140109 661809 Lynette Barnes Officer - President, Carle Foundation Hospital THU 2/28/2022 35.0 5.0 X 0 405709 25084 Matthew Kolb JD MHA Officer - EVP, Chief Operating Officer 5.0 35.0 X 0 1363262 394190 Napoleon Knight MD MBA Officer - EVP, Chief Medical Officer 10.0 30.0 X 0 744746 114067 Blair Rowitz MD Associate Chief Medical Officer 20.0 20.0 X 0 688479 66786 Caleb Miller SVP, Surgical Services & Amb Care 1.0 39.0 X 0 563204 165713 David Chan MD Associate Chief Medical Director 20.0 20.0 X 0 485695 61699 Dawn Walden SVP, Chief Revenue Cycle Officer 16.0 24.0 X 0 456458 129356 Issam Moussa MD Medical Director 39.0 1.0 X 0 759953 47760 Kenneth Aronson MD Medical Director 1.0 39.0 X 0 623336 63263 Lauren Schmid EVP, Chief Human Resources Officer 1.0 39.0 X 0 772322 228747 Sally Salmons MD Associate Chief Medical Officer, Amb Care 1.0 39.0 X 0 456156 89543 Bruce Damon Director, Clinical Imaging Research 40.0 0.0 X 268933 0 29289 Jodi Davis Registered Nurse - CFH House Supervisor 40.0 0.0 X 282020 0 47704 Kerry Fox Director, Periop Services tho SM 40.0 0.0 X 210710 0 42122 Maria Fe P Celis Registered Nurse - CFH CIA 40.0 0.0 X 287073 0 47291 Wendall Ryherd MRI Tech - Radiology 40.0 0.0 X 226993 0 33958 Charles Dennis MD Former - Officer 0.0 0.0 X 0 437905 44150 Julianna Sellett Former - Key Employee 0.0 40.0 X 0 312361 119394 Laurence Fallon Former - Key Employee 0.0 18.0 X 0 851281 289874 Malec Mokraoui MD Former - Key Employee 0.0 0.0 X 0 463283 58813 Pamela Bigler Former - Key Employee 0.0 0.0 X 0 339041 8552 1275729 14576553 3416672 570 true true false SUPPLEMENTAL HEALTHCARE PO BOX 677896 DALLAS TX 752677896 STAFFING 80313573 PROLINK HEALTHCARE 4600 MONTGOMERY RD STE 300 CINCINNATI OH 45212 STAFFING 18671556 AVANT HEALTHCARE PROFESSIONALS PO BOX 744554 ATLANTA GA 303744554 STAFFING 6761301 MAYO CLINIC LABORATORIES PO Box 9146 Minneapolis MN 55480 Medical Laboratory Services 3590538 VARIAN MEDICAL SYSTEMS 70140 Network Place Chicago IL 606731701 Medical Software Provider 2856302 82 3779588 15253309 1123986 505538 20156883 NET PATIENT CARE 621110 1223005297 1222088584 916713 NET PATIENT CARE - ASC 621110 3050773 3050773 0 0 0 0 1226056070 3600 3600 9652284 7524566 0 2127718 2127718 2127718 753059 663850 0 89209 89209 -168152 257361 13932886 17519805 -3586919 -492225 -3094694 INTERNAL MANAGEMENT FEES 900099 6758445 6465153 293292 CLINICAL TRIALS/REF LAB REVENUE 900099 1073156 1011069 62087 CAOS TUITION 611430 129784 129784 614214 610348 3866 0 8575599 1253422160 1232863486 140830 260961 X 1488784 1488784 4040 4040 279104273 274322394 4781879 15482491 15211794 270697 31747404 31197294 550110 20257220 19911313 345907 750 750 71008 71008 136442278 133776910 2665368 0 86010 86010 17037174 15139451 1897723 8277155 8053421 223734 44767598 41982544 2785054 1138961 1092271 46690 378174 374652 3522 30222 25368 4854 18064343 17978788 85555 1754800 1560581 194219 PATIENT CARE SUPPLIES 273380771 273380771 INTERNAL MANAGEMENT FEES 203401627 197854191 5547436 OTHER TAXES 29383870 28783054 600816 Non-Physician Recruitment 1515229 1500229 15000 1396112 246712 1149400 0 1085210294 1063885312 21324982 0 8007 17877 110284472 100064818 0 0 0 0 10464538 9489261 14207589 17192385 273478320 184780692 85109495 88697628 0 0 259079661 255859914 479153762 471321883 127492314 113367897 6197902 184067 0 0 94691384 114816026 228381600 228367990 X 250772162 242953893 250772162 242953893 479153762 471321883 X 168211866 -176030135 X X false true X true true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false false true 71008 71008 false Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY DESCRIPTION OF OTHER LOBBYING ACTIVITIES $71,008 - PORTION OF DUES PAID TO MISCELLANEOUS HEALTH CARE ORGANIZATIONS ATTRIBUTED TO LOBBYING. 209154 166901 42253 1581952 1378678 203274 260586190 180227724 80358466 11101024 3007389 8093635 88697628 INTERCOMPANY RECEIVABLES 253308829 OTHER RECEIVABLES 2551085 255859914 EST 3RD PARTY PAYOR SETTLEMENT 111156689 EST LIABILITY FOR SELF INSURANCE 3071210 FINANCE LEASE LIABILITY - LT 584745 OTHER LIABILITIES 3382 114816026 X Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote THE GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES PRESCRIBES A MORE-LIKELY-THAN-NOT RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR FINANCIAL STATEMENTS RECOGNITION OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN. THERE WERE NO UNCERTAIN TAX BENEFITS IDENTIFIED OR RECORDED AS A LIABILITY AS OF DECEMBER 31, 2022 AND 2021. true true X true X true X true true true false true true 13523952 13523952 0.0125 172157123 224948952 0 0.0 0 0.0 0 0 185681075 224948952 13523952 0.0125 3590370 476045 3114325 0.0029 21350749 19701 21331048 0.0197 37427788 14885 37412903 0.0345 8553258 175360 8377898 0.0077 1279178 120620 1158558 0.0011 0 0 72201343 806611 71394732 0.0658 0 0 257882418 225755563 84918684 0.0783 0 0.0 31821 31821 0.0000 0 0.0 0 0.0 0 0.0 0 0.0 0 0.0 23245 23245 0.0000 75854 75854 0.0001 0 0 130920 0 130920 0.0001 true 6382170 3191085 360945143 406726218 -45781075 X true true 1 1 THE CARLE FOUNDATION HOSPITAL 611 W PARK ST URBANA IL 61801 www.CARLE.ORG 0003798 X X X X X THE CARLE FOUNDATION HOSPITAL 1 false false true X X X X X X X X X 22 true true true true X SEE SCHEDULE H, PART VI X SEE SCHEDULE H, PART VI X true 22 true https://carle.org/about-us/community-health-needs-assessments false true X 200.0 400.0 true true X X X X true X SEE SCHEDULE H, PART VI X SEE SCHEDULE H, PART VI X SEE SCHEDULE H, PART VI X X X X X X true X false X X X X true X false false Schedule H, Part V, Section B, Line 5 Facility , 1 Facility , 1 - THE CARLE FOUNDATION HOSPITAL. THE 2022 CHAMPAIGN COUNTY COMMUNITY HEALTH NEEDS ASSESSMENT IS A COLLABORATIVE UNDERTAKING BY THE REGIONAL EXECUTIVE COMMITTEE, CONSISTING OF CARLE FOUNDATION HOSPITAL, CHAMPAIGN COUNTY MENTAL HEALTH BOARD, CHAMPAIGN COUNTY DEVELOPMENTAL DISABILITIES BOARD, CHAMPAIGN-URBANA PUBLIC HEALTH DISTRICT, CHAMPAIGN COUNTY UNITED WAY, AND OSF HEART OF MARY MEDICAL CENTER TO HIGHLIGHT THE HEALTH NEEDS AND WELL-BEING OF RESIDENTS IN CHAMPAIGN COUNTY. DEVELOPMENT OF THIS PLAN WAS A COLLABORATIVE EFFORT, WORKING WITH COMMUNITY PARTNERS INCLUDING CITY OF CHAMPAIGN, CHAMPAIGN-URBANA MASS TRANSIT DISTRICT, EASTERN ILLINOIS FOODBANK, ILLINOIS DEPARTMENT OF PUBLIC HEALTH, LAND CONNECTION, OSF HEALTHCARE, Promise Healthcare d/b/a Frances Nelson, UNIVERSITY OF ILLINOIS, URBANA SCHOOL DISTRICT #116, THE TRAUMA AND RESILIENCE INITIATIVE, AND OTHERS. ENGAGEMENT OCCURRED THROUGHOUT THE ENTIRE PROCESS, RESULTING IN SHARED OWNERSHIP OF THE ASSESSMENT. MORE THAN 50 COMMUNITY LEADERS FROM A VARIETY OF AGENCIES AND ORGANIZATIONS, AS WELL AS MORE THAN 380 COUNTY RESIDENTS, CONTRIBUTED TO THE ASSESSMENT VIA BOTH IN-PERSON MEETINGS AND SURVEYS. SURVEY DATA WERE COLLECTED IN THE THIRD AND FOURTH QUARTERS OF 2021, AND A PUBLIC STAKEHOLDER MEETING WAS HELD IN MAY OF 2022. AFTER ASSESSING THE CURRENT HEALTH STATUS OF THE COMMUNITY AND IDENTIFIED NEEDS, THE REGIONAL EXECUTIVE COMMITTEE CREATED A COMPREHENSIVE PLAN TO IMPROVE OUR COMMUNITY'S HEALTH. COMMUNITY BENEFIT IMPLEMENTATION PLAN: BASED ON THE COMMUNITY HEALTH NEEDS ASSESSMENT, USING BOTH QUANTITATIVE AND QUALITATIVE RESEARCH, CARLE FOUNDATION HOSPITAL PRIORITIZED THE SIGNIFICANT COMMUNITY HEALTH NEEDS OF CHAMPAIGN COUNTY CONSIDERING SEVERAL CRITERIA, INCLUDING: ALIGNMENT WITH THE HOSPITAL'S MISSION, EXISTING PROGRAMS, THE ABILITY TO MAKE AN IMPACT WITHIN A REASONABLE TIME FRAME, THE FINANCIAL AND HUMAN RESOURCES REQUIRED, AND WHETHER THERE WOULD BE A MEASURABLE OUTCOME TO GAUGE IMPROVEMENT. THE FOLLOWING THREE HEALTH AREAS WERE SELECTED AS THE TOP PRIORITIES: 1. BEHAVIORAL HEALTH 2. HEALTHY BEHAVIORS AND WELLNESS 3. VIOLENCE THE 2022 COMMUNITY HEALTH NEEDS ASSESSMENT WAS APPROVED AND ADOPTED BY THE BOARD OF TRUSTEES ON DECEMBER 9, 2022. THE 2023-2025 COMMUNITY BENEFIT IMPLEMENTATION PLAN WAS ADOPTED AND APPROVED BY THE BOARD OF TRUSTEES ON DECEMBER 9, 2022. Schedule H, Part V, Section B, Line 6a Facility , 1 Facility , 1 - THE CARLE FOUNDATION HOSPITAL. RELATED: NONE UNRELATED: OSF HEART OF MARY MEDICAL CENTER Schedule H, Part V, Section B, Line 6b Facility , 1 Facility , 1 - THE CARLE FOUNDATION HOSPITAL. *CHAMPAIGN COUNTY MENTAL HEALTH BOARD *CHAMPAIGN COUNTY DEVELOPMENTAL DISABILITIES BOARD *CHAMPAIGN-URBANA PUBLIC HEALTH DISTRICT *CHAMPAIGN COUNTY UNITED WAY Schedule H, Part V, Section B, Line 11 Facility , 1 Facility , 1 - THE CARLE FOUNDATION HOSPITAL. Health needs selected Priority #1: healthy behaviors and wellness Like many communities in the united states, obesity and obesity-related illnesses continue to be a concern in champaign county. Obesity is associated with poorer mental health outcomes, reduced quality of life, and is the leading causes of death in the u.s. and worldwide, through contributing to heart disease, stroke, diabetes, and some types of cancer. According to 2022 county health rankings, obesity in champaign county is 36%, an increase of 5% in just two years. Obesity and its related health problems have a heavy economic impact throughout the united states. Obesity is linked with higher healthcare costs for adults and children through direct medical costs, along with impacting job productivity and absenteeism. Reducing obesity, increasing activity, and improving nutrition can have a strong impact on lowering health care costs through fewer prescription drugs, sick days, emergency room visits, doctor's office visits, and admissions to the hospital. Carle implementation plan - anticipated impact & plan to evaluate: Carle foundation hospital will pursue these initiatives to reduce obesity levels: 1. Encourage providers to give out nutrition rx and physical activity rx. 2. Increase referrals and information of carle's mobile health market. 3. Continue to distribute food boxes to families in need under the carle community health initiative. 4. Provide secure and healthy food options through congregate meal program and meals on wheels through partnership with carle health cris healthy aging center. 5. Provide wellness works articles related to health at all farm bureaus on a monthly basis through carle health rural health and farm safety. 6. Offer education on critical farm and rural safety by providing progressive ag safety days within champaign county through carle health rural health and farm safety. 7. Inform champaign county of significant health priorities and awareness efforts through bulletin inserts in faith communities through carle health faith community health. 8. Collaborate and support local diabetic prevention programs. 9. Increase awareness of overall health and wellness through carle and health alliance health-based social media platforms. 10. Donations to community and school-based programs that encourage physical activity and nutritional education. Evaluation of prior impact: Healthy behaviors/wellness/obesity has been a priority health issue in the current and previous community health needs assessments. Carle continues to support activities aimed at improving the health of the community and addressing obesity. * Healthy food boxes: carle, through our community health initiatives program, contributed over 1,100 healthy food boxes to families in need in 2022 alone, ensuring those most in need had access to healthy and nutritional options. Carle also supported 'the land connection' in 2022, in providing healthy instructional food take-home boxes for children and families who visited their farmer's market. * Funding: carle provided funding of community events that promote physical activity, including various walks and races; amounting to more than $200,000 in financial support. Priority #2: behavioral health Behavioral health issues continue to be an issue across the county. Lack of resources, funding, and stigma contribute to the issue in champaign county. According to the most recent county health rankings, mental heath providers are at 340:1. According to the cdc, national vital statistics system, updated in 2022, the champaign county suicide rate was 13.2/100,000, which is higher than the state of illinois rate of 10.9, but lower than the national rate of 13.9. The most recent data for the drug and opioid-involved overdose death rate for champaign county is 23.1 deaths per 100,000. This figure is lower than the state of illionois average of 23.6 and national average of 23.5, but is still a concerning number. Carle implementation plan - anticipated impact & plan to evaluate: Carle foundation hospital will pursue these initiatives to increase acess to behavioral health services: 1. Explore viability of increasng primary care physicians' comfort level in prescribing psychotropic prescriptions. 2. Recruit behavioral health providers to add capacity within the community. 3. Train emergency department personnel of behavioral health symptoms to best direct care. 4. Increase access to trained mental/behavioral health professionals in home/virtual care settings in partnering with our nurse faith practitioners/healthy beginnings program. 5. Continue to offer mental health first aid tranings while also extending virtual opportunities to the community. 6. Implement in-home counseling services to offer aces screening, and trauma informed care delivery approaches through healthy beginnings program under the carle community health initiative. 7. Partner with the champaign county sheriff's office to equip officers with narcan, or naloxone, a drug that stops respiratory failure caused by opioids. 8. Support educational and training programs of local providers. Evaluation of prior impact: Behavioral health has been a priority health issue in the current and previous community health needs assessments. Carle continues to support activities aimed at improving access to behavioral health care services. * Mental health first aid: in 2022, carle facilitated a train the trainer program for carle and regional partner employees to teach mental health first aid training. Carle staff provided 128 hours in providing mental health first aid classes in 2022. We had the opportunity to train healthcare professionals, farmers, employers, clergy members, first responders, and many other community members. * Psychiatry residency: psychiatric residents treat patients under supervision from attending psychiatrists and medical school faculty at three partnering hospitals - carle foundation hospital, osf heart of mary medical center, and veterans affairs medical center in danville, il. Training includes the areas of inpatient and outpatient psychiatry, addictions, geriatrics, child, forensics, emergency, and administrative psychiatry. This training program will graduate psychiatrists who will be more likely to settle and practice in the area, which has historically been difficult to recruit to. We added four additional residents in 2022, with the expectation of four new residents joining the program each year. In 2022, carle hired a resident out of this program. * Preventing drug overdose with narcan: carle partners with the champaign county sheriff's office to equip officers with narcan, or naloxone, a drug that stops respiratory failure caused by opioids. In a rural region, it is critical to get narcan in the hands of both law enforcement and emergency medical services to save lives and stop an overdose as it is happening. In 2022, there were eight heroin overdoses in champaign county under the jurisdiction of the champaign county sheriff's office; two of which were fatal. Six lives were saved after emergency responders administered narcan: one time by champaign county sheriff's office, two times by emergency medical services, and three times by citizens. Additionally, narcan purchased by carle was provided to patients in the emergency department who had overdosed to take home, allowing these individuals to take home life-saving treatment for their use once they have left the emergency department at carle foundation hospital. * Other impacts: Carle provided funding to community agencies and events that promote awareness of behavioral health education, including opioid awareness events; amounting to over $50,000 in behavioral health funding. Carle increased its behavioral health providers, with seven net new providers in 2022. Priority #3: violence Champaign county crime rates have decreased in recent years but remain higher compared to the state of illinois and surrounding counties. As stated by the 2022 county health rankings, the violent crime rate (the number of reported violent crime offenses per 100,000 populations) is 487, which remains higher than the state of illionois rate of 403. 2022 data from the cdc provides average death rate to due to homicide is 5/100,000, lower than both illinois and national averages. Schedule H, Part V, Section B, Line 11 Facility , 2 Facility , 2 - THE CARLE FOUNDATION HOSPITAL (continued). From the illinois state police crime reports, between 2018-2020, champaign county has seen an increase in criminal homicides from 10 to 12, an increase in aggravated assault/battery from 621 to 817, an increase in motor-vehicle thefts from 158 to 314, and an increase in arson from 22 to 30. At the same time, there has been a decrease in forcible rapes from 164 to 133, a decrease in robbery from 158 to 145, a decrease in burglary from 743 to 583, and a decrease in theft from 3,545 to 2,393. As part of the 2022 community health needs assessment survey, community members were asked to assess factors impacting well-being. Based on survey results, survey respondents ranked less violence (14%) as the second most important community concern. Similarly, safer neighborhoods (13%) was ranked the third most important community concern impacting well-being. Carle implementation plan - anticipated impact & plan to evaluate Carle foundation hospital will pursue these initiatives to reduce the levels of violence: 1. Sexual assault nurse examiners (sane)/interpersonal violence program 2. Child abuse safety team (cast) 3. Risk watch 4. Partner with the city of champaign and community groups in the champaign blueprint to reduce gun violence through community involvement and intervention. 5. Continue to work towards having a 24/7 social worker staffed in the emergency department to respond when we have victims of gun violence brought in, but also to help with many other things (including mental health crises, other victims of violence, etc.). 6. Ensure safety protocols on the hospital campus provide the safest environment possible for all patients, visitors, and staff. 7. Increase access to care in the home with carle's healthy BEGINNINGS services, to reduce levels of child abuse and domestic violence. Evaluation of prior impact: Violence has been a priority health issue in the current and previous community health needs assessments. Carle continues to support activities aimed at reducing levels of violence in the community. Sane/interpersonal violence: this program focuses on reducing interpersonal violence through community education and the development and training of a staff of sexual assault nurse examiners (sanes) who treat sexual assault and abuse survivors. Carle has fourteen nurses total working with sexual assault patients, two who are internationally board certified, seven who are state certified, and five who are in training, who assisted with 230 total sexual assault exams, including ninety pediatric sexual assault exams this year. Carle is known as a resource and leader throughout the local community and the state in treating victims of assault notable 2022 accomplishments include but are not limited to: * Provided clinical and classroom education to rape advocates, university of illinois and parkland college nursing students, and parkland college paramedic students (100 hours) * Participated in community multidisciplinary teams in three counties to follow up on pediatric abuse cases (96 hours) * Organizing and leading the champaign county sexual assault response team committee (50 hours) * Organized and hosted a full day seminar on sexual assault patient care in march 2022 (100 hours) * Planned and prepared to host a full day seminar on sexual assault patient care to be held in february 2023 (50 hours) * Provided sane training to all emergency department clinical staff that meets new state mandates (200 hours) Child abuse safety team (cast): the child abuse safety team (cast) is a program dedicated to the safety of child abuse victims, led by a pediatric hospitalist. This physician expert is on call 24/7 to identify suspected abuse, ensure proper investigation and testing, and communicate with state and local agencies. In 2022, the cast program served 169 children. Since each patient has a unique set of circumstances, some cases may only require a 10-minute phone call, while others require hours of courtroom work and preparation. Overall, this program amounted to more than $116,000 in community benefits. To date, this initiative led by one physician champion, has helped 928 children since launching in 2012. Needs carle is not addressing: While there are a number of additional needs identified by the data and input from community leaders, carle does not have the resources to adequately address all of them. The issues that will not be addressed in this implementation plan were prioritized as such because the needs were not as significant; they are not central to the hospital's mission; and carle has determined it does not have the ability to make a measurable impact in those areas. Carle will not focus on addressing community health challenges related to cancer, dental problems, and diabetes outside of our regular and constant efforts to provide top clinical care to those we serve. 3 CARLE THERAPY SERVICES 610 W ANTHONY DR URBANA IL 61801 PHYSICIAL AND OCCUPATIONAL THERAPY CARLE SURGICENTER - DANVILLE 2300 NORTH VERMILLION ST DANVILLE IL 61832 OUTPATIENT SURGERY CHAMPAIGN SURGERY CENTER AT THE FIELDS 3103 FIELDS SOUTH DR CHAMPAIGN IL 61822 OUTPATIENT SURGERY Schedule H, Part II Other community benefits/community building: Although community building items are not counted as community benefit, this support is an important aspect of contributing to the economic viability of the community. In total, carle foundation hospital contributed more than $130,000 in community building activities in 2022. Education: Through a variety of activities including significant donations, scholarship programs, and physician, nurse, and allied-health education, more than $18 million was invested in programs that address community-wide workforce and education issues, strengthening the training and availability of professionals to care for our communities' healthcare needs now and in the future. * Graduate medical education maintained six medical residency programs at the carle foundation hospital location - family medicine, general surgery, internal medicine, oral and maxillofacial surgery (oms), psychiatry, and vascular surgery. In late 2021, the neurology program, initially housed at carle bromenn in normal, transitioned to the carle foundation hospital location in urbana. Carle bromenn continues to house the family medicine and neurosurgery residency programs. Graduate medical education worked to expand the footprint and will open an ob/gyn residency and cardiovascular disease fellowship in july 2022. During the academic year 2022-2023, there are a total of 141 residents and fellows in gme programs. * Continuing education strives to provide a quality and world-class, evidence-based medical education to healthcare professionals both locally and regionally. Carle is an approved provider of continuing education for twenty-one different disciplines. In 2022, more than seventeen multi-disciplinary conferences, open to local, regional, and national healthcare professionals, were provided in addition to continuing education opportunities in multiple disciplines throughout carle health system and community. Included in overall carle health system figures and not specific to the hospital, carle continued support of the carle illinois college of medicine, the world's first engineering-based college of medicine. In 2022, carle illinois added another 64 medical students to the previous 146, who will continue to thrive in a rich clinical research environment that supports student innovations to improve patient care. Looking forward, carle's focus for the college is on faculty and physician recruitment to maximize opportunities for new research in our key pillar areas. In addition, in 2022, preparation has been underway to expand the student's clinical experience to include educational opportunity offerings at carle bromenn medical center beginning in 2023. Overall, carle pledged to donate $100 million to the college over ten years, reported as a $10 million gift from the carle foundation every year, including 2022. Research: Carle health's research program continues to expand to serve the needs of the community and advance the translation of new discoveries into clinical solutions. Carle works with industry sponsors, federal agencies, foundations, and start-ups in a variety of clinical areas, including cancer, neurosciences, digestive health, imaging research, heart and vascular, and genetics. In 2022, clinicians, researchers, and students worked on over 400 clinical research studies at carle's stephens family clinical research institute, a 50% increase since 2017. Over 3,400 patients participated in clinical research studies during 2022, including more than 1,000 new participants. The siemens 7 tesla mri system, owned by carle and the university of illinois at urbana champaign (uiuc), remains the only 7t mri system approved for clinical use in the state of illinois. Carle health's clinical imaging research center welcomed a new scientist, dr. Zhouyue shi, whose focus on functional mri research at 7t opens new areas of inquiry into the cognitive impacts of cancer and chemotherapy. Carle mri research continues to yield new insights into conditions such as traumatic brain injury, stroke, tumor metastasis, epilepsy, and mental health disorders. Early results from a study led by dr. Mark whiting reveals that subtle damage to the brain's glymphatic system as a result of mild or moderate tbi may indicate longer term effects on cognition and recovery than similar injuries that do not result in glymphatic damage. Ongoing research seeks to define better diagnostic and treatment options for patients with this type of injury. A clinical trial spearheaded by dr. Charles davies, neurology and sleep medicine, and published in 2022 laid the groundwork for fda approval of the anne wireless sleep sensor. The sensor, developed by dr. John rogers of northwestern university and the company sibel, enables physicians to monitor sleep quality remotely or in situations where traditional wired sleep monitoring can interfere with care. Dr. Christina laukaitis is leading an international consortium of researchers to determine the genetic marker of hypermobile ehlers-danlos disease, a connective tissue disorder affecting one in 5,000 people. The disease is characterized by hypermobile joints, chronic pain, and joint instability. Dr. Laukaitis' work will identify the underlying genetic markers and lead to better understanding of the disease and possible treatment approaches. Carle cancer institute, a designated national cancer institute community oncology research program, is the premier cancer treatment and support center in east central illinois, offering the most advanced resources to help patients facing cancer. The carle cancer institute is one of only thirty-two community sites in the nation bringing cancer clinical trials to individuals in their own communities through the national cancer institute community oncology research program (ncorp). The carle ncorp network now has twenty-six affiliate sites, bringing cutting-edge cancer clinical trials to underserved areas in east central illinois and western indiana. In 2022, the carle ncorp expanded to the bloomington, illinois area, bringing nci trials and research studies to that community. In addition, georgina cheng, md, phd, who is a gynecologic oncologist with the carle cancer institute, was selected to be part of the nci early investigator advancement program. This prestigious program provides mentorship and training for clinician researchers to help launch their independent research programs and compete successfully for funding from the nih. Carle health continues to invest in clinical researchers, scientists, and programs to pursue innovative research to help improve the health and well-being of our community. Economic development: Cash and in-kind: a large portion of carle's community building activities are focused on economic development, including cash, in-kind donations, and budgeted expenditures for the city, business associations, and other programs in champaign county. In addition to the more than $77,000 in cash donations, leadership provided in-kind support by serving on boards for champaign county chamber of commerce, champaign county economic development corporation, visit champaign county, and more. Though not included in this report since our leadership is paid by a separate cost center of carle foundation, in-kind support outside of the cash donations totaled over $570,000 in 2022. Schedule H, Part I, Line 7g SUBSIDIZED HEALTH SERVICES EXPLANATION SUBSIDIZED HEALTH SERVICES ARE NET COSTS FOR BILLED SERVICES THAT ARE SUBSIDIZED BY THE HOSPITAL. THESE INCLUDE SERVICES OFFERED DESPITE A FINANCIAL LOSS BECAUSE THEY ARE NEEDED IN THE COMMUNITY AND EITHER OTHER PROVIDERS ARE UNWILLING TO PROVIDE THE SERVICES OR THE SERVICES WOULD OTHERWISE NOT BE AVAILABLE IN A SUFFICIENT AMOUNT. WE INCLUDED AS UNREIMBURSED COSTS OF $37,412,903. Schedule H, Part I, Line 3 ASSISTANCE ELIGIBILITY CRITERIA PATIENTS MAY REQUEST AND COMPLETE A FINANCIAL ASSISTANCE APPLICATION AT ANY TIME,INCLUDING BEFORE CARE IS RECEIVED. PATIENTS ARE INFORMED ABOUT FINANCIAL ASSISTANCE ON MULTIPLE OCCASIONS THROUGHOUT THE COLLECTION PROCESS. IN ADDITION TO PATIENTS COMPLETING APPLICATIONS FOR OUR FINANCIAL ASSISTANCE PROGRAM, WE HAVE ROBUST PRESUMPTIVE ELIGIBILITY PROCESSES IN PLACE. WE HAVE PARTNERED WITH EXPERIAN INFORMATION SOLUTIONS, INC. TO HELP US IDENTIFY PATIENTS WHO MAY BE ELIGIBLE FOR FINANCIAL ASSISTANCE BASED ON KEY FINANCIAL INDICATORS. THESE PATIENTS MAY BE APPROVED WITHOUT EVER COMPLETING AN APPLICATION OR EXPRESSING A NEED FOR FINANCIAL ASSISTANCE. IN ADDITION, WE PRESUME ELIGIBILITY FOR PATIENTS WHO ARE VERIFIED HOMELESS, DECEASED WITH NO ESTATE, MENTALLY INCAPACITATED, ELIGIBLE FOR SUPPLEMENTAL NUTRITION ASSISTANCE PROGRAM (SNAP) OR WOMEN, INFANTS, AND CHILDREN NUTRITION PROGRAM (WIC), TOWNSHIP ASSISTANCE, LOW INCOME HOME ENERGY ASSISTANCE PROGRAM (LIHEAP), ILLINOIS FREE LUNCH AND BREAKFAST PROGRAM OR COVERED BY ILLINOIS MEDICAID. Schedule H, Part II CONTINUED Disaster readiness/emergency management: emergency management continued to be a priority of carle foundation hospital, and initiatives in this area include training the facility and the community, leadership in planning community-wide responses to various scenarios, and state-level leadership for the twenty-one county regional hospital coordinating center region (region 6). Our focus is to prepare our hospital and surrounding regional hospitals to be ready to respond to any natural disaster, pandemic, or act of terrorism. It goes without saying that carle foundation hospital, like many others across the country, dedicated their work to serve our community against the covid-19 pandemic. While the time of front-line staff and leaders from every level dropped everything to combat the pandemic, we conservatively reported only a very small number of public information items - in which carle foundation hospital staff worked to educate the community on covid-19 with no expectation of any business in return. This was not reimbursed by state or federal funds. Workforce development: Job shadowing: a large amount of community building efforts - more than $23,000 - were from health care mentoring programs and job shadowing. Carle's job shadowing program, run by the volunteer services department, helps address community-wide workforce concerns by allowing students and colleagues a chance to further their health care careers. Thirty-seven people shadowed various staff at both carle foundation hospital and carle physician group in 2022. The hospital alone accounted for over 560 hours as a community benefit, which is a conservative calculation of 20-50% of the total number of hours spent with a supervisor. Carle job readiness and learning program (jrlp): in its sixth year, the carle job readiness and learning program provides employment and workforce training to under and unemployed individuals in the community. Individuals hired into environmental services (evs) embark on a two-week paid training program designed to equip them with the necessary skills to maintain successful employment and build self-sustainability. To date, the program has employed over 280 individuals. The program continues to grow and develop to meet the needs of the organization and the employee it serves. The job readiness and learning program continues to strengthen employability skills of participants and create career pathways within the organization. Since the start of the program in 2017, employees have seen a more than 11% increase in hourly wages. Of the 281 hires, over 8.5% received promotions into their roles throughout the organization. The program is funded by a grant from the carle center for philanthropy, so this program is not included in carle foundation hospital community benefit figures. Organizers expect the impact to be far-reaching, creating opportunities for advancing innovative workforce training and development within the organization and our community. Ultimately, the program will create opportunities for these individuals to break out of the cycle of poverty. Schedule H, Part V, Section B, Line 16a FAP AVAILABLE WEBSITE HTTPS://CARLE.ORG/PATIENTS-VISITORS/FINANCIAL-ASSISTANCE Schedule H, Part V, Section B, Line 16b SECTION B, LINE 16B - FAP APPLICATION FORM WEBSITE HTTPS://DEV-CMS.CARLE.ORG/GETMEDIA/ADCADB9A-2903-478C-A4A7-06BCF9DB10BC/358-0123-CFAPAPPLICATION.PDF Schedule H, Part V, Section B, Line 16c PLAIN LANGUAGE FAP SUMMARY WEBSITE HTTPS://CARLE.ORG/GETMEDIA/F7608F63-CB1C-4EB5-8F0B-02F00EAFEC74/X0873-0223-CFAP-PLAINLANGUAGE- SUMMARY.PDF Schedule H, Part V, Section B, Line 7 OTHER WEBSITE (LIST URL) HTTPS://OSF-P -001.SITECORECONTENTHUB.CLOUD/API/PUBLIC/CONTENT/DAB972945FCE4D2D92FB41E979C29BA5?V=B5C53 182 Schedule H, Part V, Section B, Line 7 HOSPITAL FACILITY'S WEBSITE (LIST URL) HTTPS://CARLE.ORG/ABOUT-US/COMMUNITY-HEALTH-NEEDS-ASSESSMENTS Schedule H, Part I, Line 7 Costing Methodology used to calculate financial assistance See narrative for Schedule H, Part III, Line 2. Schedule H, Part II Community Building Activities See below narrative for community building activities. Schedule H, Part III, Line 2 Bad debt expense - methodology used to estimate amount TO COMPUTE AND CONVERT FINANCIAL ASSISTANCE, UNREIMBURSED MEDICAID, MEANS-TESTED PROGRAMS, AND BAD DEBT CHARGEST TO COST, A CONSISTENT GAAP (GENERALLY ACCEPTED ACCOUNTING PRINCIPLES) BASED COST-TO-CHARGE RATIO WAS USED ACROSS ALL PAYERS. ALTHOUGH THE METHODOLOGY WAS SIMILAR TO WORKSHEET #2, FOR SIMPLICITY PURPOSES CERTAIN IMMATERIAL VALUES WERE OMITTED. OTHER COMMUNITY BENEFITS COSTS WERE REPORTED AT THE ACTUAL EXPENSE INCURRED. PATIENT RECEIVABLE PAYMENTS AND RELATED DISCOUNTS WERE RECORDED AT ACTUAL AMOUNTS AT THE TIME OF PAYMENT RECEIPT. A SEPARATE GAAP-BASED PROVISION FOR ESTIMATED BAD DEBTS AND DISCOUNTS WAS RECOGNIZED FOR ACCOUNTS IN PROCESS AND PENDING ADJUDICATION AND PAYMENT. THE ESTIMATED PORTION WAS BASED ON HISTORICAL TRENDS AND ADJUSTED TO ACTUAL WHEN ADJUDICATION AND PAYMENT OCCURRED. ACCOUNTS DETERMINED ELIGIBLE FOR FINANCIAL ASSISTANCE WERE PROCESSED IMMEDIATELY FOR FINANCIAL ASSISTANCE DISCOUNT WITH NO COLLECTION EFFORT. FOR ACCOUNTS WITH INSUFFICIENT INFORMATION AND DOCUMENTATION TO DETERMINE FINANCIAL ASSISTANCE ELIGIBILITY, THE CARLE FOUNDATION HOSPITAL CONSULTED WITH A VARIETY OF ALTERNATIVE SOURCES TO HELP DETERMINE AN INDIVIDUAL'S FINANCIAL MEANS (OR LACK OF MEANS) TO PAY. BASED ON RELATED TRENDS, THE CARLE FOUNDATION HOSPITAL FURTHER DEVELOPED A GENERAL ESTIMATE OF FINANCIAL ASSISTANCE, WHICH CONTINUED TO RESIDE WITHIN BAD DEBTS. This narrative also pertains to Schedule H, Part I, Line 7 EXPLANATION OF COSTING METHODOLOGY USED FOR CALCULATING LINE 7 TABLE. Schedule H, Part III, Line 3 Bad Debt Expense Methodology THE CARLE FOUNDATION HOSPITAL USES 50% AS A GENERAL ESTIMATE OF BAD DEBT EXPENSE ATTRIBUTABLE TO PATIENT'S ELIGIBLE UNDER THE ORGANIZATION'S FINANCIAL ASSISTANCE POLICY. Schedule H, Part III, Line 4 Bad debt expense - financial statement footnote THE FOOTNOTE PERTAINING TO BAD DEBT EXPENSE CAN BE FOUND ON PAGE 28 OF THE ATTACHED CONSOLIDATED FINANCIAL STATEMENTS. Schedule H, Part III, Line 8 Community benefit & methodology for determining medicare costs THE NUMERATOR (TOTAL EXPENSE) AND DENOMINATOR (TOTAL GROSS CHARGES) OF THE SIMPLE RATIO OF PATIENT CARE COST TO CHARGES IS ADJUSTED BY ELIMINATING NON-PATIENT CARE THAT GENERATES OTHER REVENUE, BAD DEBT EXPENSE, MEDICAID, AND OTHER PROVIDER TAXES AND THE TOTAL COST OF COMMUNITY BENEFIT ACTIVITIES AND PROGRAMS. ALSO, ANY GROSS PATIENT CHARGES FOR PROGRAMS NOT RELYING ON THE RATIO ARE ELIMINATED FROM BOTH THE NUMERATOR AND DENOMINATOR OF THE RATIO. THESE ADJUSTMENTS ARE INTENDED TO ELIMINATE ANY POTENTIAL FOR DOUBLE COUNTING OF COMMUNITY BENEFIT EXPENSES. THE RESULTANT RATIO ALIGNS WITH SCHEDULE H REQUIREMENTS. AS AN ILLINOIS-BASED HOSPITAL, THE CARLE FOUNDATION HOSPITAL IS REQUIRED BY THE COMMUNITY BENEFIT ACT OF 2003 TO REPORT TO THE OFFICE OF THE ATTORNEY GENERAL COMMUNITY BENEFITS PROVIDED. FOR THAT REPORT, ILLINOIS LAW DEFINES GOVERNMENT-SPONSORED INDIGENT HEALTH CARE AS THE UNREIMBURSED COST OF MEDICARE, MEDICAID, AND OTHER FEDERAL, STATE, OR LOCAL INDIGENT CARE PROGRAMS. TO REDUCE PUBLIC CONFUSION CAUSED BY VARIATIONS IN OUR REPORTS, FOR CONSISTENCY, WE HAVE PREVIOUSLY INCLUDED MEDICARE SHORTFALL IN ALL OF OUR COMMUNITY BENEFIT RELATED REPORTS. WHEN THERE IS A SHORTFALL, WE DO BELIEVE THIS IS A COMMUNITY BENEFIT BECAUSE, AS A HOSPITAL, THE CARLE FOUNDATION HOSPITAL IS AUGMENTING THESE GOVERNMENT FUNDING SHORTFALLS, ASSURING CARE TO SENIORS, WHERE 10.8% ARE 65 YEARS OF AGE AND OLDER IN CHAMPAIGN COUNTY ALONE. ACCORDING TO FAMILY SERVICE OF CHAMPAIGN COUNTY, THOSE 85 AND OLDER, THE FASTEST GROWING DEMOGRAPHIC IN THE COUNTY, HAVE EXPERIENCED INCREASING COSTS OVER THE PAST DECADE WHILE LIVING ON FIXED INCOMES DETERMINED TWENTY YEARS AGO. Schedule H, Part III, Line 9b Collection practices for patients eligible for financial assistance CARLE HAS A ROBUST PRESUMPTIVE ELIGIBILITY PROCESS. WE PRESUME ELIGIBILITY FOR VERIFIED HOMELESS, DECEASED WITH NO ESTATE, MENTAL INCAPACITATION, RECIPIENTS OF WIC (WOMEN, INFANTS, AND CHILDREN NUTRITION PROGRAM), SNAP (SUPPLEMENTAL NUTRITION ASSISTANCE PROGRAM), LIHEAP (LOW INCOME HOME ENERGY ASSISTANCE PROGRAM), ILLINOIS FREE LUNCH AND BREAKFAST PROGRAM, RECEIPT OF GRANT ASSISTANCE FOR MEDICAL SERVICE, FRANCES NELSON HEALTH CENTER (PROMISE HEALTHCARE FQHC) DISCOUNT REFERRALS, MEDICAID TITLE XIX, XXI, AND IN-NETWORK MEDICAID MANAGED CARE PLANS. IN ADDITION, WE UTILIZE A VENDOR, EXPERIAN INFORMATION SOLUTIONS, INC., TO PROACTIVELY IDENTIFY PATIENTS WHO MAY BE PRESUMPTIVELY-QUALIFIED FOR ASSISTANCE - NOT ONLY FOR PUBLIC PROGRAMS LIKE MEDICAID, BUT ALSO BASED ON A NUMBER OF KEY FINANCIAL INDICATORS, INCLUDING CREDIT HISTORY, DEMOGRAPHICS, AND GROSS INCOME. IDENTIFIED PATIENTS MAY BE PRESUMED ELIGIBLE AND AUTOMATICALLY ENROLLED IN THE PROGRAM, OR THEY MAY BE CONTACTED AND ENCOURAGED TO APPLY FOR ASSISTANCE. PATIENTS WHO ARE NOT DEEMED PRESUMPTIVELY-ELIGIBLE WOULD NEED TO REQUEST AND COMPLETE AN APPLICATION. IF THE PATIENT DOES NOT REQUEST OR COMPLETE AND RETURN THE APPLICATION, THEN THE BALANCE IS DEEMED THEIR RESPONSIBILITY TO PAY. FOR PATIENTS THAT DO NOT QUALIFY FOR CARLE FINANCIAL ASSISTANCE PROGRAM (CFAP), AND WHO MAY BE UNINSURED OR UNDERINSURED, CARLE HAS OTHER DISCOUNT OPTIONS AVAILABLE, SUCH AS PROMPT PAY, ILLINOIS UNINSURED DISCOUNT, AND CAPPED DISCOUNT - WHERE A PATIENT'S OUT-OF-POCKET MEDICAL EXPENSES ARE LIMITED TO 40% OF THEIR ANNUAL GROSS INCOME IF THEY EARN AT OR BELOW 400% OF THE FEDERAL POVERTY LEVEL. ONCE ALL APPLICABLE DISCOUNTS HAVE BEEN APPLIED, WE MAKE EVERY ATTEMPT TO WORK WITH THE PATIENT AND SET UP PAYMENT ARRANGEMENTS ON THE REMAINING BALANCE DUE. THE CURRENT MINIMUM IS 5% OF THE TOTAL BALANCE DUE OR $25.00 A MONTH. IF THEY CANNOT MEET THESE GUIDELINES, OUR IN-HOUSE BILLING STAFF MEMBERS WORK WITH THEM TO SET UP A TEMPORARY/SHORT-TERM PAYMENT ARRANGEMENT UNTIL THEY CAN MAKE THE MINIMUM PAYMENT. IF THEY ARE UNABLE TO MAKE PAYMENT ON THE BALANCE DUE, THEN THE BALANCE MAY BE LISTED WITH AN OUTSIDE COLLECTION AGENCY. WHEN THE ACCOUNT IS STILL IN-HOUSE, THE MINIMUM NOTIFICATION IS MONTHLY ITEMIZED STATEMENTS. IF A PATIENT DOES NOT RESPOND, THE ACCOUNT IS GIVEN FINAL NOTICE, EITHER BY LETTER OR PHONE, AND SENT TO AN OUTSIDE COLLECTION AGENCY. CARLE WILL NOT FILE COLLECTION SUIT LIENS ON A PRIMARY RESIDENCE, NOR DO WE AUTHORIZE AN AGENCY TO USE SO-CALLED "BODY ATTACHMENTS." THE AGENCIES ARE AWARE OF OUR CARLE FINANCIAL ASSISTANCE PROGRAM AND ARE TRAINED TO INFORM PATIENTS OF OUR PROGRAM AND TO SEND APPLICATIONS, WHEN APPLICABLE. THEY HAVE BEEN INSTRUCTED TO INFORM A CARLE STAFF MEMBER IF THEY DEEM THE PATIENT IS UNABLE TO PAY. CARLE STAFF WILL THEN MAKE ONE MORE ATTEMPT TO WORK WITH THE PATIENT TO SEE IF HELP IS NEEDED. IF CARLE DETERMINES THAT THE PATIENT MIGHT QUALIFY, WE WILL ATTEMPT TO ENROLL THEM THROUGH OUR PRESUMPTIVE ELIGIBILITY TOOLS OR, IF ADDITIONAL INFORMATION IS NEEDED, WE WILL SEND THE PATIENT A CFAP APPLICATION. WE WILL THEN INSTRUCT THE AGENCY TO PUT A HOLD ON THE ACCOUNT; THE AVERAGE HOLD IS SIXTY DAYS. IF THE PATIENT IS THEN APPROVED FOR DISCOUNTS AT 100% FOR FINANCIAL ASSISTANCE, THE BALANCE IS ADJUSTED AND THE ACCOUNT IS CLOSED WITH THE AGENCY. IF THE PATIENT IS APPROVED FOR LESS THAN 100%, THE ADJUSTMENTS ARE REPORTED TO THE AGENCY AND THE AGENCY WILL BEGIN COLLECTION EFFORTS ON ANY REMAINING BALANCE. Schedule H, Part V, Section B, Line 16a FAP website - THE CARLE FOUNDATION HOSPITAL: Line 16a URL: SEE SCHEDULE H, PART VI; Schedule H, Part V, Section B, Line 16b FAP Application website - THE CARLE FOUNDATION HOSPITAL: Line 16b URL: SEE SCHEDULE H, PART VI; Schedule H, Part V, Section B, Line 16c FAP plain language summary website - THE CARLE FOUNDATION HOSPITAL: Line 16c URL: SEE SCHEDULE H, PART VI; Schedule H, Part VI, Line 2 Needs assessment Carle primarily addresses healthcare needs in our community by being a part of the aforementioned chna in partnership with champaign urbana public health district, osf healthcare, and united way of champaign county. However, carle is acutely aware of the need for access to care, making it a mainstay of our community benefit reports. We have a strong financial assistance program based on a philosophy of doing the right thing for our community and patients, balanced by a careful stewardship of the community's resources. While access to care was not selected as a priority for the 2022 chna, it will continue to be a priority for carle. Carle financial assistance program (cfap): As a tax-exempt organization, carle foundation hospital provides care to patients regardless of their ability to pay. Carle's generous financial assistance program has resulted in our ability to reach many people over the years. Our practice is to look at each patient's financial status in relation to our carle financial assistance program and the criteria of the uninsured patient discount act, and to provide the patient with the deepest discount available. By expanding the presumptive eligibility screening processes and determining the financial status of patients up-front, we have been able to pinpoint those needing assistance early in the process, minimizing bad debt and optimizing our ability to help. Staff is also diligent in following up with patients during hospitalization and after discharge if there is any reason to believe the patient could benefit from financial assistance, and we auto-qualify certain patient populations for carle financial assistance program, such as the homeless, wic, snap, medicaid, liheap, and township assistance recipients. Communicating that financial assistance is available Carle foundation hospital has made a concerted, continuous effort to be sure that people have access to information that will help them with their medical bills. These include: * Simplified application form, including a version in spanish, that contains information regarding the carle financial assistance program * Publication of a plain language summary and all other financial assistance-related information on carle.org/financialassistance * Information about the carle financial assistance program on all statements, collection letters, and hospital admission packets * Carle financial assistance program information and applications at all registration points, hospital main lobbies, and carle.org * Staff at frances nelson health center operated by promise healthcare, the local fqhc, and community free clinics equipped with a supply of applications and knowledge to assist their patients in completing them * Meetings with local legislators to help them assist constituents with healthcare needs, including financial assistance Review status To ensure we are addressing the needs of the community, the finance and quality committees of the carle board of trustees review and evaluate charity care figures annually. We do not limit the amount of financial assistance we provide at this time. Representatives from marketing communications, patient financial services, registration, case management, and insurance contracting departments continued to meet with the local community coalition of the champaign county health care consumers - six times in 2022 - including representation from the land of lincoln legal assistance foundation. We value this regular opportunity for community dialogue, which has initiated more than a decade ago. We also continued meeting on a regular basis with representatives of the local free clinics and fqhc to discuss operational issues. This dialogue is an effective channel for learning more about their patients' experience in obtaining free and discounted care. Other ways to help improve access to care: In addition to charity care, carle supports a wide range of programs and services to increase community capacity, health care work force expansion, and social services that provide complementary healthcare-related services. Carle foundation hospital has, and will continue to, pursue these initiatives to improve access to care: 1. Offer a charity care program 2. Communicate the availability of the charity care program 3. Recruit more providers into the carle system, thereby expanding access/capacity 4. Support local community clinics to ensure added local capacity for health care 5. Support promise health to ensure capacity for dental care and primary care 6. Support united way and other area agencies to improve availability of health services 7. Donate to existing community health and dental programs 8. Participate in population health initiatives that actively manage the health of members 9. Support of echo/caos hearing programs to expand access to these services 10. Support parkland students in health care fields; gme programs to grow the number of future physicians 11. Promote prescription affordability as a 340b provider 12. Enhance access-related initiatives that will improve patient access and ability to interface more efficiently for needed services - patient contact center, prescription refill request process, e-visits, virtual visits, and more 13. Continue access to care through subsidized services, including the faith community nurse program, breastfeeding clinic, and language assistance services Schedule H, Part VI, Line 3 Patient education of eligibility for assistance Our practice is to look at each patient's financial status in relation to our carle financial assistance program and the criteria of the uninsured patient discount act, and to provide the patient with the deepest discount available. By expanding the presumptive eligibility screening processes and determining the financial status of patients up-front, we have been able to pinpoint those needing assistance early in the process, minimizing bad debt and optimizing our ability to help. Staff is also diligent in following up with patients during hospitalization and after discharge if there is any reason to believe the patient could benefit from financial assistance, and we auto-qualify certain patient populations for carle financial assistance program, such as the homeless, wic, snap, medicaid, liheap, and township assistance recipients. Communicating that financial assistance is available Carle foundation hospital has made a concerted, continuous effort to be sure that people have access to information that will help them with their medical bills. These include: * Advertising carle financial assistance program; continued presence in appropriate community publications; and on-site via displays throughout the hospital and clinics * Simplified application form, including a version in spanish, that contains information regarding the carle financial assistance program * Publication of a plain language summary and all other financial assistance-related information on carle.org/financialassistance * Information about the carle financial assistance program on all statements, collection letters, and hospital admission packets * Carle financial assistance program information and applications at all registration points, hospital main lobbies, and carle.org * Staff at frances nelson health center operated by promis healthcare, the local fqhc, and community free clinics equipped with a supply of applications and knowledge to assist their patients in completing them * Meetings with local legislators to help them assist constituents with healthcare needs, including financial assistance Schedule H, Part VI, Line 4 Community information Carle foundation hospital's service area is generally defined as east central illinois, including all or parts of more than forty counties in east central illinois and western indiana. For the community benefit implementation plan, research and remedies are directed towards community health issues identified in our primary service area, with the focus on champaign county. This represents our headquarters and other counties where carle has a thriving presence. Our reach extends to fourteen adjoining, rural illinois counties. These areas comprise nearly 50% of the carle service area's population of about 1.1 million residents. Pockets of extreme poverty exist throughout this region. The programs within our community benefit plan generally have an impact upon all the targeted communities, with certain programs directed at specific populations. The population estimate as of 2022 is 206,542, predominantly white (70.6%). The number of individuals living in poverty is roughly 15% of the population, with the percentage of the population under 65 without health insurance is 6.5%. Carle foundation hospital serves as the region's only level i trauma center and level iii neonatal intensive care unit. As provider of the region's perinatal services, carle provides care to patients who live throughout the geographic area extending from kankakee in the north to the southern-most tip of illinois and spanning as far west as eureka and east into western indiana. For the purposes of the carle financial assistance program, coverage encompasses the entire carle service area. Schedule H, Part VI, Line 5 Promotion of community health Carle foundation hosptial has an open medical staff and is governed by a community board. Surplus funds are reinvested into the organization for technology replacement and advancement, building renovation or construction, clinical service expansion, and quality improvement. Surplus funds are also invested into our communities to meet identified health needs which contribute to the overall well-being of the residents of the communities we serve. Schedule H, Part VI, Line 6 Affiliated health care system Carle foundation hospital and its associated business units under the carle foundation umbrella all participate in carrying out the same annual community benefit plan, participating in programs that fit their specific missions. Schedule H, Part VI, Line 7 State filing of community benefit report IL true PROMISE HEALTHCARE NFP 819 BLOOMINGTON ROAD CHAMPAIGN IL 61820 141880824 501(C)(3) 270833 Program Support PARKLAND COLLEGE FOUNDATION 2400 W BARDLEY AVE CHAMPAIGN IL 61821 237025130 501(C)(3) 265000 SchL & Sponsorships UNITED WAY OF CHAMPAIGN COUNTY 5 DUNLAP COURT SAVOY IL 61874 370662519 501(C)(3) 184108 Program Support CHAMPAIGN COUNTY HEALTHCARE CON 44 EAST MAIN ST STE 208 CHAMPAIGN IL 61820 371073411 501(C)(6) 120000 Program Support LAND OF LINCOLN LEGAL ASSISTANCE FNDN 302 NORTH FIRST ST CHAMPAIGN IL 61820 370958448 501(C)(3) 113500 VOLUNTEER STIPEND UNIVERSITY OF ILLINOIS 506 S WRIGHT ST URBANA IL 61801 376000511 501(C)(3) 105000 PROGRAM SUPPORT URBANA PARK DISTRICT 505 W STOUGHTON URBANA IL 61801 376000532 GOV'T 100000 Program Support CHAMPAIGN PARK DISTRCIT 706 KENWOOD RD CHAMPAIGN IL 61821 376000474 501(C)(3) 100000 Program Support THE ROSECRANCE FOUNDATION 1021 N MULFORD RD ROCKFORD IL 61107 364167891 501(C)(3) 50000 Program Support VISIT CHAMPAIGN COUNTY 17 E TAYLOR ST CHAMPAIGN IL 61820 474095548 501(C)(3) 30000 Program Support CHAMPAIGN CNT CHRISTIAN HLTH CENTER PO BOX 5005 CHAMPAIGN IL 61825 562421584 501(C)(3) 20000 OPERATIONS & FACILITIES CHAMPAIGN COUNTY ECONOMIC DEVELOPMENT CORP 1817 SOUTH NEIL ST CHAMPAIGN IL 61820 371200848 501(C)(3) 10000 COMMUNITY BUILDING CHAMPAIGN COUNTY CASA 154C LINCOLN SQUARE URBANA IL 61801 371325204 501(C)(3) 10000 Program Support AMGA FOUNDATION ONE PRINCE STREET ALEXANDRIA VA 22314 546059304 501(C)(3) 10000 Program Support VERMILION ADVANTAGE 15 N WALNUT STREET DANVILLE IL 61832 370238000 501(C)(6) 8250 Program Support PERFORMANCE HEALTH SUPPLY INC PO BOX 93040 CHICAGO IL 60673 204590834 7959 PROGRAM SUPPORT DON MOYER BOYS & GIRLS CLUB 600 N NEIL ST UNIT 770 CHAMPAIGN IL 61824 370906638 501(C)(3) 7500 Program Support 14 3 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. ANY CHARITABLE ORGANIZATION WISHING TO REQUEST FUNDS IS ASKED TO SUBMIT THEIR REQUEST IN WRITING. EMAILED REQUESTS ARE ACCEPTABLE. THE REQUEST MUST INCLUDE A DESCRIPTION OF THE PURPOSE OF THE CONTRIBUTION AND OTHER RELEVANT INFORMATION SUCH AS REQUESTORS NAME, AMOUNT OF THE REQUEST, ETC. THE REQUESTS ARE REVIEWED, EVALUATED, AND ADMINISTERED BY THE PUBLIC RELATIONS DIRECTOR, SEEKING ADDITIONAL INFORMATION FROM THE REQUESTOR, AS NEEDED, AND INPUT FROM ANY APPROPRIATE CARLE ADMINISTRATOR OR DIRECTOR. A SET OF ESTABLISHED GUIDELINES DRIVE THESE DECISIONS WHILE MOST ARE MADE TO IMPROVE HEALTHCARE/ACCESS TO HEALTHCARE OR ARE IN LINE WITH OUR ROLE AS A CORPORATE CITIZEN. ASSESSED NEED IS A COMMON CRITERIA. IN THE CASE OF MOST DONATIONS OF $5,000 OR MORE, SUCH AS TO COLLEGES AND UNIVERSITIES OR COMMUNITY CLINICS, WRITTEN AGREEMENTS ARE IN PLACE AND WE HAVE REGULAR CONTACT WITH THOSE ORGANIZATIONS, OFTENTIMES THROUGH A CARLE CONTACT PERSON TO ASSURE THAT THE DONATIONS ARE BEING USED AS AGREED UPON. THE RECORDS ARE EITHER MAINTAINED IN ADMINISTRATION OR PUBLIC RELATIONS. false true false false false false false true false Uretz Oliphant MD Secretary/Treasurer of Board 0 505354 0 44417 0 2363 0 45010 0 16933 0 614077 0 0 Aja Lystila MD Trustee & PHYSICIAN 0 253745 0 83766 0 1819 0 24510 0 24276 0 388116 0 0 James C Leonard MD Ex-Officio, Officer - President & CEO 0 1607032 0 528517 0 4560 0 643876 0 17933 0 2801918 0 497 Matthew Kolb JD MHA Officer - EVP, Chief Operating Officer 0 979097 0 225035 0 159130 0 368388 0 25802 0 1757452 0 155067 Dennis Hesch Officer - EVP, Chief Finance & Strategy Officer 0 993973 0 288063 0 4063 0 396203 0 18597 0 1700899 0 0 Napoleon Knight MD MBA Officer - EVP, Chief Medical Officer 0 735215 0 0 0 9531 0 96568 0 17499 0 858813 0 5621 Elizabeth Angelo President (BEG 3/1/2022), CFH // Chief Nursing Officer 0 459553 0 72462 0 3675 0 97363 0 24616 0 657669 0 0 Lynette Barnes Officer - President, Carle Foundation Hospital THU 2/28/2022 0 282567 0 78065 0 45077 0 25002 0 82 0 430793 0 43265 Lauren Schmid EVP, Chief Human Resources Officer 0 550105 0 123287 0 98930 0 204706 0 24041 0 1001069 0 95210 Issam Moussa MD Medical Director 0 644416 0 113324 0 2213 0 45010 0 2750 0 807713 0 0 Blair Rowitz MD Associate Chief Medical Officer 0 597394 0 88797 0 2288 0 42510 0 24276 0 755265 0 0 Caleb Miller SVP, Surgical Services & Amb Care 0 412704 0 66505 0 83995 0 137541 0 28172 0 728917 0 80918 Kenneth Aronson MD Medical Director 0 509212 0 111911 0 2213 0 45010 0 18253 0 686599 0 0 Dawn Walden SVP, Chief Revenue Cycle Officer 0 321403 0 64049 0 71006 0 109217 0 20139 0 585814 0 68421 David Chan MD Associate Chief Medical Director 0 413689 0 69832 0 2174 0 45010 0 16689 0 547394 0 0 Sally Salmons MD Associate Chief Medical Officer, Amb Care 0 396944 0 56199 0 3013 0 69824 0 19719 0 545699 0 8 Maria Fe P Celis Registered Nurse - CFH CIA 277223 0 9670 0 180 0 22918 0 24373 0 334364 0 0 0 Jodi Davis Registered Nurse - CFH House Supervisor 278570 0 3000 0 450 0 23034 0 24670 0 329724 0 0 0 Bruce Damon Director, Clinical Imaging Research 246141 0 21326 0 1466 0 2732 0 26557 0 298222 0 0 0 Wendall Ryherd MRI Tech - Radiology 226075 0 500 0 418 0 17618 0 16340 0 260951 0 0 0 Kerry Fox Director, Periop Services tho SM 189614 0 19689 0 1407 0 17846 0 24276 0 252832 0 0 0 Laurence Fallon Former - Key Employee 0 678156 0 168917 0 4208 0 264214 0 25660 0 1141155 0 0 Malec Mokraoui MD Former - Key Employee 0 461431 0 0 0 1852 0 39510 0 19303 0 522096 0 0 Julianna Sellett Former - Key Employee 0 271116 0 39137 0 2108 0 93618 0 25776 0 431755 0 24 Pamela Bigler Former - Key Employee 0 27068 0 71280 0 240693 0 7841 0 711 0 347593 0 240254 Charles Dennis MD Former - Officer 0 261683 0 173935 0 2287 0 24510 0 19640 0 482055 0 0 Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation THE BOARD OF TRUSTEES OF THE CARLE FOUNDATION, PARENT ORGANZATION OF THE CARLE FOUNDATION HOSPITAL, 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 THE CARLE FOUNDATION HOSPITAL, THAT ARE LISTED IN THE 990 PART VII INCLUDED LYNETTE BARNES, ELIZABETH ANGELO, DENNIS HESCH, MATTHEW KOLB, JAMES LEONARD, MD, NAPOLEON KNIGHT, MD, LAUREN SCHMID, DAWN WALDEN, SALLY SALMONS, MD, CALEB MILLER, PAMELA BIGLER, LAURENCE FALLON, AND JULIANNA SELLETT. THE 2022 PAYMENTS FROM THE 457(F) PLAN WERE MADE TO LYNETTE BARNES ($43,265), MATTHEW KOLB ($155,067), JAMES LEONARD, MD ($497), NAPOLEON KNIGHT, MD ($5,621), LAUREN SCHMID ($95,210), DAWN WALDEN ($68,421), SALLY SALMONS, MD ($8), CALEB MILLER ($80,918), PAMELA BIGLER ($240,254), AND JULIANNA SELLETT ($24). 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. X 1 505538 Market value false true false Schedule M, Part I, Line 25 DESCRIPTION OF OTHER PROPERTY Guest house program support, pediatric sensory kits, pediatric therapy mats and evaludation toys, mobile health clinic funding, healthy beginnings funding, job readiness and learning program support, oncology support garden, patient meal vouchers, pressure monitors and cuffs and scales for heart failure patients, pediatric surgical backpacks, hospice patient comfort support, and other hospital program support. Schedule M, Part I Explanations of reporting method for number of contributions Other - CARLE FOUNDATION HOSPITAL IS REPORTING THE NUMBER OF CONTRIBUTIONS. Form 990, Part VI, Line 15 15A & 15B THE CARLE FOUNDATION HOSPITAL DOES NOT COMPENSATE ITS OFFICERS AND KEY EMPLOYEES. EMPLOYEE COMPENSATION FOR THESE INDIVIDUALS IS PAID BY THE PARENT ORGANIZATION, THE CARLE FOUNDATION. THE BOARD OF TRUSTEES OF THE CARLE FOUNDATION, PARENT ORGANZATION OF THE CARLE FOUNDATION HOSPITAL, 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. Form 990, Part VI, Line 2 Family/business relationships amongst interested persons ELIZABETH ANGELO (OFFICER), MATTHEW KOLB (OFFICER), JAMES LEONARD, MD (OFFICER), NAPOLEON KNIGHT, MD (OFFICER), BLAIR ROWITZ, MD (KEY EMPLOYEE), SALLY SALMONS, MD (KEY EMPLOYEE), LAURENCE FALLON (FORMER), AND CHARLES DENNIS, MD (FORMER) - Business relationship, MATTHEW KOLB (OFFICER) AND CHARLES DENNIS, MD (FORMER) - Business relationship, PAUL TUCKER (CHAIR OF BOARD), MARK CZYS (VICE CHAIR OF BOARD), URETZ OLIPHANT, MD (SECRETARY AND TREASURER OF BOARD), MICHAEL DEVOCELLE (TRUSTEE), AJA LYSTILA, MD (TRUSTEE), JON STEWART (TRUSTEE), AND JAMES LEONARD, MD (OFFICER) - Business relationship, PAUL TUCKER (CHAIR OF BOARD), MARK CZYS (VICE CHAIR OF BOARD), URETZ OLIPHANT, MD (SECRETARY AND TREASURER OF BOARD), KARL APPELQUIST (IMMEDIATE PAST CHAIR OF BOARD), MICHAEL DEVOCELLE (TRUSTEE), AJA LYSTILA, MD (TRUSTEE), JON STEWART (TRUSTEE), AND JAMES LEONARD, MD (OFFICER) - Business relationship, JON STEWART (TRUSTEE), DENNIS HESCH (OFFICER), JAMES LEONARD, MD (OFFICER), NAPOLEON KNIGHT, MD (OFFICER), AND CHARLES DENNIS, MD (FORMER) - Business relationship, JON STEWART (TRUSTEE), DENNIS HESCH (OFFICER), JAMES LEONARD, MD (OFFICER), AND CHARLES DENNIS, MD (FORMER) - Business relationship, AJA LYSTILA, MD (TRUSTEE), DENNIS HESCH (OFFICER), JAMES LEONARD, MD (OFFICER), AND LAUREN SCHMID (KEY EMPLOYEE) - Business relationship, PAUL TUCKER (CHAIR OF BOARD), MARK CZYS (VICE CHAIR OF BOARD), MICHAEL DEVOCELLE (TRUSTEE), JON STEWART (TRUSTEE), AND DENNIS HESCH (OFFICER) - Business relationship Form 990, Part VI, Line 6 Classes of members or stockholders THE CARLE FOUNDATION HOSPITAL HAS ONE MEMBER WHICH IS THE PARENT COMPANY, THE CARLE FOUNDATION. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body THE CARLE FOUNDATION HOSPITAL'S SOLE MEMBER, THE CARLE FOUNDATION, ACTING THROUGH ITS BOARD OF TRUSTEES, HAS THE EXCLUSIVE POWER TO ELECT AND REMOVE MEMBERS OF THE BOARD OF TRUSTEES FOR THE CORPORATION IN ADDITION TO FILLING VACANCIES. Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders THE CARLE FOUNDATION HOSPITAL'S BOARD OF TRUSTEES MUST HAVE THE APPROVAL OF ITS SOLE MEMBER, THE CARLE FOUNDATION, THROUGH ITS BOARD OF TRUSTEES, WHEN VOTING ON MATTERS INCLUDING THE AMENDING OF THE BY-LAWS; AMENDMENTS TO THE ARTICLES OF THE CORPORATION; TO APPROVE EXPENDITURES IN EXCESS OF THE CEO'S AUTHORITY; TO ORGANIZE OR ACQUIRE, OR TO AUTHORIZE OR APPROVE THE ORGANIZATION'S ACQUISITION OF ANY SUBSIDIARY OR AFFILIATE OF THE CORPORATION; TO PLEDGE ALL OR ANY PART OF THE CORPORATION'S ASSETS AS SECURITY FOR A DEBT; AND THE AUTHORIZATION TO ENTER INTO ANY CONTRACT OR ENGAGE IN ANY TRANSACTION OR ACTIVITY WHICH REQUIRES APPLICATION TO THE ILLINOIS HEALTH FACILITIES PLANNING BOARD FOR A PERMIT OR CERTIFICATE OF NEED. Form 990, Part VI, Line 11b Review of form 990 by governing body THE FORM 990 WAS PREPARED BY STAFF AND AN EXTERNAL TAX ADVISOR AND REVIEWED BY MANAGEMENT. PRIOR TO FILING THIS FORM 990, A FULL AND COMPLETE COPY WAS PROVIDED TO THE GOVERNING BODY BY POSTING TO THE ORGANIZATION'S DIRECTOR COMMUNICATION PORTAL. ALSO BEFORE FILING, EACH TRUSTEE RECEIVED NOTIFICATION THAT THE FORM 990 WAS POSTED AND AVAILABLE FOR REVIEW AT HIS/HER DISCRETION, EACH TRUSTEE HAS THE OPPORTUNITY TO CONTACT MANAGEMENT OR DISCUSS AND ADDRESS CONCERNS AT SUBSEQUENT BOARD MEETINGS. Form 990, Part VI, Line 12c Conflict of interest policy THE ORGANIZATION'S ESTABLISHED CONFLICT OF INTEREST POLICIES REQUIRE ANNUAL DISCLOSURE OF ACTUAL AND POTENTIAL CONFLICTS OF INTEREST FOR OFFICERS, DIRECTORS, TRUSTEES, MEMBERS OF BOARD COMMITTEES, ADMINISTRATIVE AND MANAGERIAL EMPLOYEES AS WELL AS ALL EMPLOYEES OF THE PURCHASING DEPARTMENT. IF CIRCUMSTANCES CHANGE DURING THE COURSE OF A YEAR, INTERIM DISCLOSURE IS ALSO REQUIRED OF THE SAME INDIVIDUALS. THE DISCLOSURES OF EMPLOYEES ARE REVIEWED INITIALLY BY THE COMPLIANCE DEPARTMENT AND ANY IDENTIFIED CONFLICTS ARE REFERRED TO, AND ADDRESSED BY, THE ORGANIZATION'S INTERNAL LEGAL COUNSEL AND/OR CORPORATE INTEGRITY OFFICER. THE DISCLOSURES OF TRUSTEES AND MEMBERS OF BOARD COMMITTEES ARE REVIEWED BY THE CHAIR OF THE BOARD. THE ENTIRE BOARD, ABSENT THE SUBJECT TRUSTEE OR COMMITTEE MEMBER DETERMINES WHETHER A CONFLICT EXISTS. TRUSTEES AND/OR BOARD COMMITTEE MEMBERS WITH IDENTIFIED CONFLICTS ARE REQUIRED TO RECUSE THEMSELVES FROM DELIBERATING AND VOTING ON MATTERS THAT MAY PRESENT A CONFLICT. THE ORGANIZATION ALSO MAINTAINS PURCHASING POLICIES REQUIRING COUNTER SIGNATURES TO FURTHER MINIMIZE THE RISK ASSOCIATED WITH ACTUAL AND/OR POTENTIAL CONFLICTS OF INTEREST. Form 990, Part VI, Line 19 Required documents available to the public THE CARLE FOUNDATION, THE PARENT ORGANIZATION OF THE CARLE FOUNDATION HOSPITAL, PUBLISHES THROUGH WWW.DACBOND.COM AND HTTPS://EMMA.MSRB.ORG/ ITS QUARTERLY UNAUDITED FINANCIAL STATEMENTS, ANNUAL AUDITED FINANCIAL STATEMENTS, A MANAGEMENT'S DISCUSSION & ANALYSIS TO ACCOMPANY THE FINANCIAL STATEMENTS, AND AN ANNUAL REPORT OF CERTAIN OPERATING AND FINANCIAL INFORMATION. ADDITIONALLY, OFFICIAL STATEMENTS FOR OUTSTANDING MUNICIPAL BOND ISSUES FOR WHICH THE CARLE FOUNDATION IS OBLIGATED ARE AVAILABLE AT THIS WEBSITE. THESE DOCUMENTS INCLUDE EXTENSIVE INFORMATION ABOUT THE ORGANIZATION'S HEALTH CARE DELIVERY SYSTEM MODEL, RECENT HIGHLIGHTS/ACCOMPLISHMENTS, GOVERNANCE AND ADMINISTRATION, STRATEGIC PLAN, FACILITIES, CLINICAL PROGRAMS, MEDICAL STAFF, SERVICE AREA, COMPETITIVE ENVIRONMENT, DEMOGRAPHIC DATA, UTILIZATION STATISTICS, SUMMARY FINANCIAL INFORMATION, ACADEMIC AFFILIATIONS AND EDUCATIONAL PROGRAMS, MEDICAL RESEARCH, ACCREDITATIONS, AND ITS EMPLOYEES. THIS INFORMATION IS AVAILABLE AT NO CHARGE TO THOSE WHO REGISTER AT THE WWW.DACBOND.COM WEBSITE. IN ADDITION, THE FORM 990S OF THE ORGANIZATION'S FILING ENTITIES ARE AVAILABLE THROUGH DACBOND.COM. A COMMUNITY BENEFIT REPORT IS ALSO PUBLISHED AND DISTRIBUTED ANNUALLY TO THE COMMUNITY. QUARTERLY FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST DELIVERED TO THE ORGANIZATION'S ADMINISTRATIVE OFFICES. THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICIES ARE ALSO AVAILABLE UPON REQUEST TO THE ORGANIZATION'S ADMINISTRATIVE OFFICES. Form 990, Part VII, Section A COLUMN B THE AVERAGE ESTIMATED HOURS PER WEEK LISTED FOR THE REPORTING ORGANIZATION AND RELATED ORGANIZATIONS ARE BASED ON A STANDARD 40 HOUR WEEK. MEMBERS MAY FREQUENTLY DEVOTE MORE THAN 40 HOURS OF SERVICE TO THE ENTIRE ORGANIZATION DURING AN AVERAGE WEEK. Form 990, Part VIII, Line 11d Other Miscellaneous Revenue - Total Revenue: 614214, Related or Exempt Function Revenue: 610348, Unrelated Business Revenue: 3866, Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Form 990, Part IX, Line 11g Other Fees Consulting Fees - Total Expense: 551819, Program Service Expense: 551819, Management and General Expenses: , Fundraising Expenses: ; External Contract Labor - Total Expense: 92573660, Program Service Expense: 92573660, Management and General Expenses: , Fundraising Expenses: ; External Physician Contract Labor - Total Expense: 140737, Program Service Expense: 369, Management and General Expenses: 140368, Fundraising Expenses: ; Honorariums - Total Expense: 8100, Program Service Expense: 8100, Management and General Expenses: , Fundraising Expenses: ; Internal Physician Contract Labor - Total Expense: 10137970, Program Service Expense: 10137970, Management and General Expenses: , Fundraising Expenses: ; Internal Professional Fees - Total Expense: 1075670, Program Service Expense: 435741, Management and General Expenses: 639929, Fundraising Expenses: ; Internal Purchased Services - Total Expense: 837525, Program Service Expense: 335000, Management and General Expenses: 502525, Fundraising Expenses: ; Internal Physician Leadership - Total Expense: 3294405, Program Service Expense: 3044959, Management and General Expenses: 249446, Fundraising Expenses: ; Other Professional fees - Total Expense: 885038, Program Service Expense: 884722, Management and General Expenses: 316, Fundraising Expenses: ; Other Purchased Services - Total Expense: 26937354, Program Service Expense: 25804570, Management and General Expenses: 1132784, Fundraising Expenses: ; Form 990, Part XI, Line 9 Other changes in net assets or fund balances INTERCOMPANY RECEIVABLE/PAYABLE SETTLEMENTS - -XXX-XX-XXXX; Form 990, Part XII, Line 2c Change of oversight process or selection process FORM 990 PART XII, QUESTIONS 2A, B, C AND PART IV, QUESTION 12 THE FINANCIAL STATEMENTS FOR THE CARLE FOUNDATION HOSPITAL WERE REVIEWED ON A CONSOLIDATED BASIS UNDER THE PARENT ORGANIZATION, THE CARLE FOUNDATION. THE CARLE FOUNDATION HAS AN AUDIT COMMITTEE CONSISTING OF MEMBERS OF THE GOVERNING BOARD AND THE CHIEF FINANCIAL OFFICER WHO TOGETHER ASSUME RESPONSIBILITY FOR OVERSIGHT OF THE REVIEW AND AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT OR AUDITOR. THE CARLE FOUNDATION 611 W PARK ST URBANA IL 618012592 370673465 Parent/Investment Mgnt IL 501(c)(3) Type III-FI NA false CARLE DEVELOPMENT FOUNDATION 611 W PARK ST URBANA IL 618012592 371159978 Fundraising IL 501(c)(3) 7 TCF true CARLE HEALTH CARE INCORPORATED 611 W PARK ST URBANA IL 618012592 371140016 Various Med Services IL 501(c)(3) 10 TCF true CARLE RETIREMENT CENTERS INC 611 W PARK ST URBANA IL 618012592 371160033 Retirement Living IL 501(c)(3) 10 TCF true CARLE COMMUNITY HEALTH CORPORATION 611 W PARK ST URBANA IL 618012592 364458371 FNDN Mission IL 501(c)(3) Type I TCDF true HOOPESTON COMMUNITY MEMORIAL HOSPITAL 701 E ORANGE ST HOOPESTON IL 609421801 363637465 Hospital Services IL 501(c)(3) 3 TCF true RICHLAND MEMORIAL HOSPITAL INC 800 EAST LOCUST STREET OLNEY IL 64250 371363001 Hospital Services IL 501(c)(3) 3 TCF true CARLE BROMENN MEDICAL CENTER 611 W PARK STREET URBANA IL 618012592 850682363 Hospital Services IL 501(c)(3) 3 TCF true CARLE EUREKA HOSPITAL 611 W PARK STREET URBANA IL 618012592 850688306 Hospital Services IL 501(c)(3) 3 TCF true CARLE CANCER INSTITUTE NORMAL LLC 407 E VERNON AVE NORMAL IL 61761 371363717 Cancer Treatment IL 501(c)(3) Type I TCF true CARLE WEST PHYSICIAN GROUP INC 611 W PARK STREET URBANA IL 618012592 850703768 Physician Services IL 501(c)(3) 10 CHCI true CRIS HEALTHY AGING 309 N FRANKLIN ST DANVILLE IL 618324509 370948852 Senior Citizen Services IL 501(c)(3) 7 CHCI true CHAMPAIGN SURGICENTER LLC 611 W PARK ST URBANA IL 618012595 201915925 Surgical Center IL NA N/A HEALTH SYSTEMS INSURANCE LIMITED Insurance CJ NA C Corporation true CARLE RISK MANAGEMENT COMPANY 611 W PARK ST URBANA IL 618012595 371217973 Risk Management IL TCFH C Corporation 2442864 69418 1.0000 true EVALIDATA INC 611 W PARK ST URBANA IL 618012595 462022658 Physician Credentialing IL TCFH C Corporation 356118 0 1.0000 true CHA HOLDING INC 3310 SOUTH FIELDS DR CHAMPAIGN IL 61822 471854275 Holding Co. IL NA C Corporation true CARLE HOLDING COMPANY INC 611 W PARK ST URBANA IL 618012595 371188284 Holding Co. IL NA C Corporation true HEALTH ALLIANCE MEDICAL PLANS INC 3310 SOUTH FIELDS DR CHAMPAIGN IL 61822 371260731 Health Coverage IL NA C Corporation true HEALTH ALLIANCE CONNECT INC 3310 SOUTH FIELDS DR CHAMPAIGN IL 61822 464796891 Health Care Coordination IL NA C Corporation true HEALTH ALLIANCE NORTHWEST HOLDING INC 820 N CHELAN AVE WENATCHEE WA 98801 461717578 Holding Co. WA NA C Corporation true HEALTH ALLIANCE NORTHWEST HEALTH PLAN INC 820 N CHELAN AVE WENATCHEE WA 98801 461966323 Health Coverage WA NA C Corporation true HEALTH ALLIANCE MIDWEST INC 3310 SOUTH FIELDS DR CHAMPAIGN IL 61822 371354502 Health Coverage IL NA C Corporation true CARLE VENTURES INC 611 W PARK ST URBANA IL 618012595 371313150 Health Care Partnerships IL TCF C Corporation true CARLE HEALTH PHYSICIAN PARTNERS INC 611 W PARK ST URBANA IL 618012595 850718392 Physician Services IL TCF C Corporation true FIRST CAROLINA CARE INSURANCE COMPANY 42 MEMORIAL DRIVE PINEHURST NC 28374 331160597 Insurance IL CHA Holding C Corporation true true false true false false false false false false false true true true false false true true true true CARLE COMMUNITY HEALTH CORPORATION C 2618160 BOOK CARLE DEVELOPMENT FOUNDATION C 883088 BOOK CARLE HEALTH CARE INCORPORATED L 4582657 BOOK HEALTH ALLIANCE CONNECT INC L 61524561 BOOK HEALTH ALLIANCE MEDICAL PLANS INC L 111379519 BOOK HOOPESTON COMMUNITY MEMORIAL HOSPITAL L 1022276 BOOK CHAMPAIGN SURGICENTER LLC L 865686 BOOK CARLE HEALTH CARE INCORPORATED M 13114787 BOOK HOOPESTON COMMUNITY MEMORIAL HOSPITAL M 74880 BOOK HEALTH SYSTEMS INSURANCE LIMITED M 1199905 BOOK CARLE HEALTH CARE INCORPORATED P 1568470 BOOK HOOPESTON COMMUNITY MEMORIAL HOSPITAL Q 61998 BOOK CARLE BROMENN MEDICAL CENTER R 153322 BOOK CARLE EUREKA HOSPITAL R 128541 BOOK CARLE HEALTH CARE INCORPORATED R 526528 BOOK RICHLAND MEMORIAL HOSPITAL INC R 256398 BOOK CARLE WEST PHYSICIAN GROUP INC R 283828 BOOK HOOPESTON COMMUNITY MEMORIAL HOSPITAL R 1188357 BOOK CHAMPAIGN SURGICENTER LLC R 447333 BOOK CARLE BROMENN MEDICAL CENTER S 5725519 BOOK THE CARLE FOUNDATION C 278340 BOOK