2021-11-15T18:52:16-06:00 2020-12-31 ERNST & YOUNG US LLP 111 MONUMENT CIRCLE 4000 INDIANAPOLIS IN 46204 990 2020-01-01 371119538 THE CARLE FOUNDATION HOSPITAL % DENNIS P HESCH EXEC VP & C CARL 2173836702 611 WEST PARK URBANA IL 61801 DENNIS HESCH Exec VP & CFO 2173833311 2021-11-15 true DENNIS HESCH 999009999 JENNIFER D RHODERICK P00395735 3176817000 2021-11-10 2 2020 2022-09-23 18:48:47Z DENNIS HESCH 611 WEST PARK URBANA IL 61801 1106991796 false X www.carle.org X 1982 IL SEE SCHEDULE O 7 5 4963 0 -822092 0 6835919 29727876 1014171034 1042905204 149354 166137 5055278 12220993 1026211585 1085020210 3587022 3242613 0 0 280873178 309582837 0 0 0 569769487 591042421 854229687 903867871 171981898 181152339 396914947 465988906 187382824 231175276 209532123 234813630 X 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 843583476 3242613 1055915047 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. CARLE MAKES SURE THOSE WHO NEED CARE, GET CARE, WHETHER OR NOT THEY CAN PAY. THROUGH ITS COMMUNITY CARE DISCOUNT PROGRAM FOR HOSPITAL SERVICES AND ITS 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 ITS MISSION, RESEARCH GIVES US TOMORROW'S ANSWERS, TODAY. IN COLLABORATION WITH THE UNIVERSITY OF ILLINOIS SCIENTISTS AND THE CARLE PHYSICIAN GROUP PHYSICIANS, IT IS TURNING THE LATEST MEDICAL KNOWLEDGE INTO PRACTICAL APPLICATIONS FOR THE BEDSIDE. CARLE IS NOW CONDUCTING MORE THAN 250 ACTIVE STUDIES RELATING TO CANCER, NEUROLOGICAL DISEASE, GASTRO-INTESTINAL DISEASE, CARDIOVASCULAR DISEASE AND MORE. IN ADDITION, THERE WERE 81 PEER-REVIEWED RESEARCH PUBLICATIONS FROM CARLE CLINICIANS. EDUCATIONAL PROGRAMS FOR BOTH ITS PROFESSIONALS AND THE COMMUNITY ENSURE EVERYONE IS BETTER PREPARED. FOR THE COMMUNITY, CARLE OFFERS A MYRIAD OF OPPORTUNITIES LIKE BABYSITTING CERTIFICATION AND NEW DAD COURSES, ALONG WITH FREE CPR AND FIRST AID CLASSES. FOR ITS PROFESSIONALS, CARLE HAS CONTINUING EDUCATION COURSES, THREE LEVELS OF MANAGEMENT TRAINING CLASSES AND COURSES FOR PHYSICIAN LEADERS. THE CARLE FOUNDATION HOSPITAL'S CONTINUED SUCCESS IS ROOTED IN ITS ABILITY TO ADAPT TO A CHANGING HEALTHCARE ENVIRONMENT, PLAN DILIGENTLY FOR THE FUTURE AND MAINTAIN A COMMITMENT TO ITS 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, CARLE ALSO BELIEVES THAT IT HAS AN OBLIGATION TO GENEROUSLY GIVE BACK TO ITS COMMUNITY IN EXCHANGE FOR ITS 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 ITS 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. CARLE WANTS TO MAKE SURE THAT THE PEOPLE WHO QUALIFY KNOW ABOUT THEIR OPTIONS. CARLE'S 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 CARLE'S OBLIGATION TO REACH OUT TO THOSE WHO CANNOT AFFORD HEALTHCARE. 17977234 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. CARLE ALSO RECOGNIZES 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. CARLE'S COMMUNITY CARE DISCOUNT PROGRAM IS CONTINUALLY EVALUATED AND MANAGED AS NEEDED TO MEET THE NEEDS OF ITS COMMUNITY. EVALUATION INVOLVES INPUT FROM ADMINISTRATIVE LEADERS, PATIENT ACCOUNTS STAFF, LOCAL CONSUMER ADVOCACY GROUPS, AND PATIENTS. DURING 2019, FINANCIAL ASSISTANCE FOR HOSPITAL PATIENTS ALONE TOTALED $17,977,234 AT COST, SERVING 22,209 UNIQUE INDIVIDUALS. 24460661 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, 2020, THERE WERE 399 ACTIVE CLINICAL RESEARCH STUDIES CONDUCTED AT THE STEPHENS FAMILY CLINICAL RESEARCH INSTITUTE; A 39% INCREASE SINCE 2017. OVER 2,000 PATIENTS PARTICIPATED IN CLINICAL RESEARCH STUDIES DURING 2020, JOINING OVER 600 ADDITIONAL PATIENTS WHOSE PARTICIPATION CONTINUED FROM THE PREVIOUS YEAR. IN 2020 CARLE AND THE UNIVERSITY OF ILLINOIS AT URBANA CHAMPAIGN (UIUC) FORMED THE CARLE ILLINOIS ADVANCED IMAGING CENTER AND ACCEPTED DELIVERY OF THE FIRST SIEMENS 7 TESLA MRI SYSTEM APPROVED FOR CLINICAL USE IN THE STATE OF ILLINOIS. THE CARLE CANCER CENTER IS A STRONG EXAMPLE OF THE BENEFITS OF RESEARCH. CARLE CANCER CENTER, 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 FIGHT CANCER. THE CARLE CANCER CENTER 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"). IN 2020, CARLE ADDED TWO ADDITIONAL PARTNER SITES TO ITS NCORP NETWORK, BRINGING CUTTING-EDGE CANCER CLINICAL TRIALS TO UNDERSERVED AREAS IN EAST CENTRAL ILLINOIS AND WESTERN INDIANA. CARLE WAS THE TOP RECRUITING SITE IN THE COUNTRY AND THIRD HIGHEST ACCRUING SITE IN THE WORLD FOR THE TMIST 2D VS. 3D MAMMOGRAPHY CLINICAL TRIAL. CARLE IS WAS DESIGNATED AS A HIGH PERFORMING SITE BY THE NCI NCORP PROGRAM RESULTING IN A SIGNIFICANT INCREASE IN NCI SUPPORT TO EXPAND CLINICAL TRIALS ACROSS CARLE'S SERVICE AREA. CARLE REMAINS COMMITTED TO PURSUING INNOVATIVE RESEARCH THAT ADVANCES PATIENT CARE AND SAVES LIVES. 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 ITS 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. THROUGHOUT 2020, GRADUATE MEDICAL EDUCATION WORKED TO EXPAND THE FOOTPRINT BY OPENING THE VASCULAR SURGERY PROGRAM WITH TWO RESIDENTS, EXPANDING THE TOTAL NUMBER OF RESIDENTS IN THE OMS AND GENERAL SURGERY PROGRAMS, AS WELL AS THE ADDING THREE RESIDENCIES BASED AT CARLE BROMENN MEDICAL CENTER. IN 2020, GRADUATE MEDICAL EDUCATION APPLIED FOR A CARDIOVASCULAR DISEASE FELLOWSHIP AND AN OB/GYN RESIDENCY WITH THE PLANS OF SEEING THE FIRST FELLOWS AND RESIDENTS BEGIN JULY 2022. DURING ACADEMIC YEAR 2020-2021, THERE ARE A TOTAL OF 101 RESIDENTS IN GME PROGRAMS. - CONTINUING MEDICAL EDUCATION STRIVES TO PROVIDE QUALITY AND WORLD-CLASS, EVIDENCE-BASED MEDICAL EDUCATION TO HEALTHCARE PROFESSIONALS BOTH LOCALLY AND REGIONALLY. AS AN INTERPROFESSIONAL CE PROVIDER, CARLE IS AN APPROVED PROVIDER OF CONTINUING EDUCATION CREDIT FOR 16 DIFFERENT DISCIPLINES. IN 2020, MORE THAN 10 MULTI-DISCIPLINARY SEMINARS, OPEN TO LOCAL, REGIONAL AND NATIONAL HEALTHCARE PROFESSIONALS, WERE PROVIDED IN ADDITION TO CONTINUING EDUCATION OPPORTUNITIES IN MULTIPLE DISCIPLINES THROUGHOUT CARLE FOUNDATION HOSPITAL. 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 2020, CARLE ILLINOIS ADDED ANOTHER 48 MEDICAL STUDENTS TO THE PREVIOUS 34, 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 ITS KEY PILLAR AREAS. 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. 886021371 true true false true false 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 true false true false false false false true true true false false true 183 0 true 4963 true true true false false false false false false false false false false false X 7 5 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 C 2173833311 611 W PARK ST URBANA IL 61801 X James C Leonard MD Ex-Officio, President & CEO 5.0 35.0 X 0 4774129 512006 Dennis Hesch Exec VP & CFO 4.0 36.0 X 0 1470712 354224 John Snyder Officer - Former 0.0 0.0 X 0 1249113 19119 Matthew Kolb Exec VP & COO 5.0 35.0 X 0 975723 292435 Laurence Fallon Key Employee - Former 5.0 35.0 X 0 989186 232142 Charles Dennis MD Exec VP, Chief Medical Officer 18.0 22.0 X 0 778734 118194 Lynette Barnes COO-CFH & SVP-Facilities 35.0 5.0 X 0 752816 123312 Issam Moussa MD Med Dir-HVI 20.0 0.0 X 0 720395 23066 Matthew Gibb MD Officer - Former 0.0 0.0 X 0 721868 12775 Blair Rowitz MD Assoc CMO - Surgical Services 27.0 13.0 X 0 685826 45730 Lauren Schmid Exec VP, Chief HR Officer 1.0 39.0 X 0 561506 148044 Pamela Bigler Key Employee-Former 39.0 1.0 X 0 499861 112609 David Chan MD Associate CMO 38.0 2.0 X 0 509513 33759 Caleb Miller SVP Surg/Diag Svcs, Prim Care 9.0 31.0 X 0 424157 115149 Malec Mokraoui MD Key Employee - Former 39.0 1.0 X 0 504818 27591 Kenneth Aronson MD Med Dir - Neuroscience Inst 20.0 20.0 X 0 488925 36873 Dawn Walden Sr VP, Chief Rev Cycle Officer 14.0 26.0 X 0 426711 98385 Sally Salmons MD VP-Assoc CMO Hosp Med 32.0 8.0 X 0 434280 80286 Uretz Oliphant MD Secretary & Physician 1.0 39.0 X X 0 472248 20781 Elizabeth Angelo Sr. VP Chief Nursing Officer 20.0 20.0 X 0 365104 85615 Julianna Sellett Key Employee-Former 40.0 0.0 X 0 333467 92288 Aja Lystila MD Trustee & Physician 1.0 38.0 X 0 322900 47367 Andy Arwari MD Sec & Physician term 5/2020 2.0 38.0 X X 0 318373 16598 Linda Fred VP - Pharmacy Svcs 40.0 0.0 X 255713 0 40113 Joel Love Physicist - Radiation Oncology 40.0 0.0 X 210132 0 43810 Allen Rinehart Exec Dir - ED, ICU & Inpt Svcs 40.0 0.0 X 218554 0 34843 Emily Wee Dir - Strat Rsrch Initiatives 40.0 0.0 X 207035 0 24575 Hua Li PhD Physicist - Radiation Oncology 40.0 0.0 X 205334 0 4528 Jon Stewart Trustee 1.0 6.0 X 0 30000 0 Karl Appelquist Chair of Board 1.0 6.0 X X 0 0 0 Paul Tucker Vice Chair of Board 1.0 6.0 X X 0 0 0 Mark Czys Trustee 0.3 5.0 X 0 0 0 Guy Hall Immediate Past Chair 1.0 5.0 X 0 0 0 465845 18780365 2732271 322 true true false SUPPLEMENTAL HEALTHCARE PO BOX 677896 DALLAS TX 752677896 STAFFING 12831069 MAYO CLINIC PO BOX 9146 MINNEAPOLIS MN 554809146 Lab Services 3011133 MARTIN ONE SOURCE 808 N COUNTRY FAIR DRIVE CHAMPAIGN IL 61821 Printing 2091397 MCKESSON MEDICAL SURGICAL PO BOX 204786 DALLAS TX 75320 Drugs/pharmaceutical 1701739 COMMERCE BANK PO BOX 846451 KANSAS CITY MO 64184 Freight 1648712 104 4007634 25256044 464198 344684 29727876 NET PATIENT CARE 621110 1040285149 1040189778 95371 NET PATIENT CARE - ASC 621110 2620055 2620055 1042905204 1303 1303 0 0 8889960 6278853 0 2611107 2611107 2611107 636208 471374 164834 164834 -129916 294750 0 0 0 0 0 0 11156397 15221359 -4064962 -224853 -3840109 CLINICAL TRIALS/REF LAB REVENUE 900099 7634828 7549037 85791 INTERNAL MANAGEMENT FEES 900099 5747548 5403116 344432 CAOS TUITION 611430 119174 119174 173298 162066 11232 13674848 1085020210 1055818373 -822092 296053 3242613 3242613 0 0 0 0 199677 199677 245709717 242175910 3533807 13249651 13034388 215263 32558057 32137092 420965 17865735 17594650 271085 0 0 0 17920 17920 0 0 29496934 28402549 1094385 51957 51957 17240838 15594551 1646287 7368002 7106112 261890 0 46228809 43321779 2907030 1075873 1039832 36041 0 233840 231666 2174 68602 62201 6401 0 18569801 18419817 149984 923287 829852 93435 PATIENT CARE SUPPLIES 218769536 218769536 INTERNAL MANAGEMENT FEES 188538331 183816770 4721561 OTHER PURCHASED SERVICES 31154492 30118342 1036150 OTHER TAXES 28480771 27889468 591303 2823428 1982609 840819 903867871 886021371 17846500 0 16124 8884 0 0 0 0 87848051 91652255 0 0 0 0 0 0 10077576 11827448 9370567 13469060 244568417 159748959 79203834 84819458 0 0 0 0 0 0 0 0 210398795 264211801 396914947 465988906 83393299 120488874 0 0 0 179859 0 0 0 0 0 0 0 0 0 0 103989525 110506543 187382824 231175276 X 209532123 234813630 0 0 209532123 234813630 396914947 465988906 X 181152339 -155870832 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 17920 17920 false SCHED C, PART II-B, LINE 1(I) DESCRIPTION OF OTHER LOBBYING ACTIVITIES $17,920 - PORTION OF DUES PAID TO MISCELLANEOUS HEALTH CARE ORGANIZATIONS ATTRIBUTED TO LOBBYING. 209154 139014 70140 1564475 1239501 324974 224639024 155262395 69376629 1815575 3108049 15047715 84819458 INTERCOMPANY RECEIVABLES 258676752 OTHER RECEIVABLES 5535049 264211801 0 ESTIMATED 3RD PARTY PAYOR SETT 106559286 ESTIMATED LIABILITY FOR SELF I 2625071 FINANCE LEASE LIABILITY - LT 1318804 OTHER LIABILITIES 3382 110506543 X FIN 48 (ASC740) 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, 2020 AND 2019. true true X true X true X true true true false true true 17977234 17977234 0.02000 149673545 150225457 -551912 0.00000 167650779 150225457 17425322 0.02000 3973395 3973395 0.00440 18364927 18364927 0.02050 22852295 12916 22839379 0.02550 6095734 6095734 0.00680 3266939 53540 3213399 0.00360 54553290 66456 54486834 0.06080 222204069 150291913 71912156 0.08080 113258 113258 0.00010 155904 155904 0.00020 3536 3536 0.00000 53650 53650 0.00010 326348 326348 0.00040 true 7150912 3575456 193380356 202189370 -8809014 X true true 1 1 THE CARLE FOUNDATION HOSPITAL 611 W PARK ST URBANA IL 61801 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 19 true true true true X carle.org/chna X See Part V X true 20 true carle.org/chna false true X 200. 400. true true X X X X true X see part v, section c X see part v, section c X SEE PART V, SECTION C X X X X X X true X false X X X X true X false false SCHEDULE H, PART V SUPPLEMENTAL INFORMATION COMMUNITY HEALTH NEEDS ASSESSMENT (PART V, SECT B, LINE 5) UNIVERSITY OF ILLINOIS EXTENSION OFFICE, CRIS HEALTHY AGING, UNIVERSITY OF ILLINOIS MCKINLEY HEALTH CENTER, CU MASS TRANSIT DISTRICT, UNIVERSITY OF ILLINOIS POLICE, CUNNINGHAM CHILDREN'S HOME, URBANA ADULT EDUCATION, DEVELOPMENT SERVICES CENTER, URBANA PARK DISTRICT, FAITH IN ACTION, URBANA SCHOOL DISTRICT, FAMILY RESILIENCY CENTER, URBANA NEIGHBORHOOD CONNECTIONS CENTER, FAMILY SERVICES CENTER, WELLS FARGO, GREATER COMMUNITY AIDS PROJECT. THE COMMUNITY ASSESSMENT RAN MARCH THROUGH JULY 2020, WITH 634 TOTAL SURVEYS COMPLETED. THE PLAN WAS ADOPTED AND APPROVED BY THE CARLE FOUNDATION BOARD OF TRUSTEES ON DECEMBER 11, 2020. THE 2020-2022 COMMUNITY BENEFIT IMPLEMENTATION PLAN WAS ADOPTED AND APPROVED BY THE BOARD OF TRUSTEES ON DECEMBER 11, 2020. COMMUNITY HEALTH NEEDS ASSESSMENT (PART V, SECT B, LINE 6A) RELATED: NONE UNRELATED: OSF HEART OF MARY MEDICAL CENTER (FORMERLY PRESENCE COVENANT MEDICAL CENTER) COMMUNITY HEALTH NEEDS ASSESSMENT (PART V, SECT B, LINE 6B) CHAMPAIGN-URBANA PUBLIC HEALTH DISTRICT UNITED WAY OF CHAMPAIGN COUNTY COMMUNITY HEALTH NEEDS ASSESSMENT (PART V, SECT B, LINE 7B) https://www.c-uphd.org/documents/admin/Community-Health-Plan-2021-2023.pdf COMMUNITY HEALTH NEEDS ASSESSMENT (PART V, SECT B, LINE 11) HEALTH NEEDS SELECTED PRIORITY #1: BEHAVIORAL HEALTH / ACCESS, PREVENTION, SUBSTANCE ABUSE, AND RESOURCES CARLE IMPLEMENTATION PLAN - ANTICIPATED IMPACT & PLAN TO EVALUATE: CARLE FOUNDATION HOSPITAL WILL PURSUE THESE INITIATIVES TO INCREASE ACCESS TO BEHAVIORAL HEALTH SERVICES: 1. EXPLORE VIABILITY OF INCREASING 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. 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. 6. SUPPORT EDUCATIONAL AND TRAINING PROGRAMS OF LOCAL PROVIDER. 7. SUPPORT COMMUNITY BEHAVIORAL/MENTAL HEALTH SERVICES THROUGH DONATIONS. EVALUATION OF PRIOR IMPACT: BEHAVIORAL HEALTH WAS CHOSEN AS A PRIORITY HEALTH ISSUE IN THE PREVIOUS COMMUNITY HEALTH NEEDS ASSESSMENT, 2017-2019, AND CARLE HAS CONTINUED TO SUPPORT ACTIVITIES AIMED AT IMPROVING ACCESS TO BEHAVIORAL HEALTH CARE SERVICES. PSYCHIATRY RESIDENCY: PSYCHIATRIC RESIDENTS TREAT PATIENTS UNDER SUPERVISION FROM ATTENDING PSYCHIATRISTS AND MEDICAL SCHOOL FACULTY AT THREE PARTNERING HOSPITALS - CARLE, OSF (FORMERLY PRESENCE) AND VA IN DANVILLE. 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 2019, WITH THE EXPECTATION OF FOUR NEW RESIDENTS JOINING THE PROGRAM EACH YEAR. 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'S CRITICAL TO GET NARCAN IN THE HANDS OF BOTH LAW ENFORCEMENT AND EMS TO SAVE LIVES AND STOP AN OVERDOSE AS IT IS HAPPENING. IN 2019, THERE WERE 15 HEROIN OVERDOSES IN CHAMPAIGN COUNTY UNDER THE JURISDICTION OF THE CHAMPAIGN CO. SHERIFF'S OFFICE; ONE (1) OF WHICH WAS FATAL. THERE WERE TWELVE (12) LIVES SAVED AFTER EMERGENCY RESPONDERS ADMINISTERED NARCAN: FOUR (4) TIMES BY CHAMPAIGN COUNTY SHERIFF'S OFFICE, SEVEN (7) TIMES BY EMERGENCY MEDICAL SERVICES, AND ONE (1) TIME BY CITIZENS. PRIORITY #2: OBESITY AND HEALTHY LIFESTYLES / NUTRITION, ENVIRONMENT, AND PHYSICAL ACTIVITY 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. USE CARLE PATIENT BMI DATA TO TRACK CHILDHOOD OBESITY IN CHAMPAIGN COUNTY. 4. CONTINUE TO DISTRIBUTE FOOD BOXES TO FAMILIES IN NEED UNDER THE CARLE COMMUNITY HEALTH INITIATIVE. 5. COLLABORATE AND SUPPORT LOCAL DIABETIC PREVENTION PROGRAMS. 6. INCREASE AWARENESS OF OVERALL HEALTH AND WELLNESS THROUGH CARLE AND HEALTH ALLIANCE HEALTH-BASED SOCIAL MEDIA PLATFORMS. 7. DONATIONS TO COMMUNITY AND SCHOOL-BASED PROGRAMS THAT ENCOURAGE PHYSICAL ACTIVITY AND NUTRITIONAL EDUCATION. EVALUATION OF PRIOR IMPACT: OBESITY WAS CHOSEN AS A PRIORITY HEALTH ISSUE IN THE PREVIOUS COMMUNITY HEALTH NEEDS ASSESSMENT, 2017 - 2019, AND CARLE HAS CONTINUED TO SUPPORT ACTIVITIES AIMED AT IMPROVING THE HEALTH OF THE COMMUNITY AND ADDRESSING OBESITY. 1. SUPPORTED GIRLS ON THE RUN (GOTR) EAST CENTRAL ILLINOIS AND GOTR OF CHAMPAIGN COUNTY, AN INTERNATIONAL PROGRAM WITH A MISSION TO HELP YOUNG WOMEN BECOME PHYSICALLY STRONGER AND BUILD THEIR SELF- ESTEEM. - GOTR OF CHAMPAIGN COUNTY SERVED 279 GIRLS (25% REQUESTED FINANCIAL ASSISTANCE) FROM 16 SITES THROUGHOUT CHAMPAIGN AND FORD COUNTIES. - THE FALL AND SPRING 5KS WELCOMED 579 PARTICIPANTS, INCLUDING GOTR GIRLS, THEIR COACHES, RUNNING BUDDIES, AND COMMUNITY SUPPORTERS. IN ADDITION, ABOUT 200 VOLUNTEERS SERVED OUR ORGANIZATION IN 2019, SERVING AS COACHES AND 5K VOLUNTEERS. 2. PROVIDED FUNDING OF COMMUNITY EVENTS THAT PROMOTE PHYSICAL ACTIVITY, INCLUDING VARIOUS WALKS AND RACES; AMOUNTING TO MORE THAN $19,000 IN FINANCIAL SUPPORT. PRIORITY #3: VIOLENCE / GUN VIOLENCE, DOMESTIC VIOLENCE, CHILD ABUSE AND NEGLECT 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. PLAYING IT SAFE SAFETY FAIR FOR KIDS AND FAMILIES 5. DONATION SUPPORT TO COMMUNITY AGENCIES 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 PROGRAM: THIS PROGRAM FOCUSES ON REDUCING INTERPERSONAL VIOLENCE THROUGH COMMUNITY EDUCATION AND THE DEVELOPMENT AND TRAINING OF A STAFF OF SEXUAL ASSAULT NURSE EXAMINERS (SANE) AND OTHERS WHO TREAT SEXUAL ASSAULT AND ABUSE SURVIVORS. CARLE HAS ELEVEN NURSES TOTAL WORKING WITH SEXUAL ASSAULT PATIENTS, 2 WHO ARE INTERNATIONALLY BOARD CERTIFIED, 4 WHO ARE STATE CERTIFIED, AND 7 WHO ARE IN TRAINING, WHO ASSISTED WITH 144 TOTAL, INCLUDING 48 PEDIATRIC SEXUAL ASSAULT PATIENTS THIS YEAR. CARLE IS KNOWN AS A RESOURCE AND LEADER THROUGHOUT THE LOCAL COMMUNITY AND THE STATE IN TREATING VICTIMS OF ASSAULT. NOTABLE 2019 ACCOMPLISHMENTS INCLUDE BUT ARE NOT LIMITED TO: - PROVIDED CLINICAL AND CLASSROOM EDUCATION TO ADVOCATES OF RAPE VICTIMS, UNIVERSITY OF ILLINOIS AND PARKLAND COLLEGE NURSING STUDENTS, AND PARKLAND COLLEGE PARAMEDIC STUDENTS (100 HOURS) - PARTICIPATED IN THE ILLINOIS HOSPITAL ASSOCIATION / ATTORNEY GENERAL'S PROJECT TO INCREASE SANES THROUGHOUT ILLINOIS (100 HOURS) - PARTICIPATED AS A GENERAL COMMITTEE AND SILO SUBCOMMITTEE MEMBER WITH ICASA TO REVISE AND IMPACT NEW LEGISLATION IN SEXUAL ASSAULT LAW (12 HOURS) - PARTICIPATED IN COMMUNITY MULTIDISCIPLINARY TEAM TO FOLLOW UP ON PEDIATRIC ABUSE CASES (36 HOURS) - PARTICIPATED IN UNIVERSITY OF ILLINOIS RAPE AWARENESS AND PREVENTION COMMITTEE (24 HOURS) - ORGANIZING AND LEADING THE CHAMPAIGN COUNTY SEXUAL ASSAULT RESPONSE TEAM COMMITTEE (50 HOURS) - ORGANIZING AND HOSTING A ONE DAY SEMINAR ON SEXUAL ASSAULT IN MARCH 2019 (50 HOURS) - PLANNING AND PREPARATION TO HOST A ONE DAY SEMINAR ON CHILD ABUSE AND DOMESTIC VIOLENCE, SCHEDULED TO BE HELD IN MARCH 2020 (50 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 2019, THE CAST PROGRAM SERVED 92 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 $54,000 IN COMMUNITY BENEFIT. TO DATE, THIS INITIATIVE LED BY ONE PHYSICIAN CHAMPION HAS HELPED 614 CHILDREN SINCE LAUNCHING IN 2012. RADKIDS: CARLE JOINED FORCES WITH RACES (RAPE ADVOCACY, COUNSELING & EDUCATION SERVICES) IN 2018 TO TEACH RADKIDS TO ELEMENTARY-AGED CHILDREN IN THE COMMUNITY AT NO COST TO THE ATTENDEE. THE PARTNERSHIP CONTINUED INTO 2019, WITH CARLE PROVIDERS PROVIDING OVER 100 HOURS OF SUPPORT TO THE NATIONAL, FIVE-DAY COURSE EMPOWERS CHILDREN WITH REAL-LIFE TRAINING SO THEY CAN PROTECT THEMSELVES FROM DANGERS, LIKE INAPPROPRIATE TOUCHING, WHEN TO TELL A TRUSTED ADULT IF THEY ARE BEING HARMED, HOW TO DIAL 9-1-1 IN AN EMERGENCY, AND HOW TO PHYSICALLY DEFEND THEMSELVES. RISK WATCH: A LONGSTANDING PARTNERSHIP BETWEEN CARLE AND LOCAL POLICE AND FIRE DEPARTMENTS, RISK WATCH REACHED ALL ELEMENTARY-AGED CHILDREN IN CHAMPAIGN-URBANA'S PUBLIC SCHOOLS IN 2019 BY INTEGRATING THE MESSAGE INTO CURRICULUM AT THESE SCHOOLS. RISK WATCH CURRICULUM INCLUDES EDUCATION ABOUT AVOIDING FALLS, CHOKING, STRANGULATION, SUFFOCATION AND POISONING, AND IS TAUGHT BY APPROPRIATE EXPERTS MEETING ILLINOIS STATE LEARNING STANDARDS FOR PREVENTION EDUCATION AT THE ELEMENTARY LEVEL. CARLE EXPERTS REACHED 6,936 STUDENTS IN THESE TOPIC AREAS, SPENDING OVER 60 HOURS IN THE CLASSROOMS OF CHAMPAIGN-URBANA PROVIDED FUNDING TO COMMUNITY AGENCIES AND EVENTS THAT PROMOTE AWARENESS OF DOMESTIC VIOLENCE, CHILD ABUSE AND SEXUAL ASSAULT, AMOUNTING TO MORE THAN $22,000 IN VIOLENCE-RELATED FUNDING. NEEDS CARLE IS NOT ADDRESSING: WHILE THERE WERE A NUMBER OF ADDITIONAL NEEDS IDENTIFIED BY THE DATA AND INPUT FRO FINANCIAL ASSISTANCE POLICY (FAP) (PART V, SECTION B, LINE 16A) https://carle.org/patients-visitors/financial-assistance FAP APPLICATION (PART V, SECTION B, LINE 16B) https://carle.org/getmedia/61308d9a-9998-4742-a484-6f4fc05e043c/CFAP-Appli cation-English.PDF PLAIN LANGUAGE SUMMARY OF FAP (PART V, SECTION B, LINE 16C) https://carle.org/getmedia/79f45a9c-712a-4f5f-9829-fd8eda1428be/plain-lang uage-summary.pdf 3 CARLE THERAPY SERVICES 610 W ANTHONY DR URBANA IL 61801 PHYSICAL AND OCCUPATIONAL THERAPY CARLE SURGICENTER - DANVILLE 2300 NORTH VERMILLION ST DANVILLE IL 61832 OUTPATIENT SURGERY CHAMPAIGN SURGERY CENTER AT THE FIELDS 3103 FIELDS SOUTH DRIVE CHAMPAIGN IL 61822 OUTPATIENT SURGERY SCHEDULE H, PART I LINE 7 EXPLANATION OF COSTING METHODOLOGY TO COMPUTE AND CONVERT FINANCIAL ASSISTANCE, UNREIMBURSED MEDICAID, MEANS-TESTED PROGRAMS AND BAD DEBT CHARGES 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 BE RECORDED WITHIN BAD DEBTS. 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 SUFFICIENT AMOUNT. INCLUDED AS UNREIMBURSED COSTS WAS $22,839,379. 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 $326,000 IN COMMUNITY BUILDING ACTIVITIES IN 2020. 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. THROUGHOUT 2020, GRADUATE MEDICAL EDUCATION WORKED TO EXPAND THE FOOTPRINT BY OPENING THE VASCULAR SURGERY PROGRAM WITH TWO RESIDENTS, EXPANDING THE TOTAL NUMBER OF RESIDENTS IN THE OMS AND GENERAL SURGERY PROGRAMS, AS WELL AS ADDING THREE RESIDENCIES BASED AT CARLE BROMENN MEDICAL CENTER. IN 2020, GRADUATE MEDICAL EDUCATION APPLIED FOR A CARDIOVASCULAR DISEASE FELLOWSHIP AND AN OB/GYN RESIDENCY WITH THE PLAN OF ADMITTING THE FIRST FELLOWS AND RESIDENTS TO BEGIN JULY 2022. DURING ACADEMIC YEAR 2020-2021, THERE ARE 101 RESIDENTS IN GME PROGRAMS. - CONTINUING MEDICAL EDUCATION STRIVES TO PROVIDE QUALITY AND WORLD-CLASS, EVIDENCE-BASED MEDICAL EDUCATION TO HEALTHCARE PROFESSIONALS BOTH LOCALLY AND REGIONALLY. AS AN INTERPROFESSIONAL CE PROVIDER, CARLE IS AN APPROVED PROVIDER OF CONTINUING EDUCATION CREDIT FOR 16 DIFFERENT DISCIPLINES. IN 2020, MORE THAN 10 MULTI-DISCIPLINARY SEMINARS, OPEN TO LOCAL, REGIONAL AND NATIONAL HEALTHCARE PROFESSIONALS, WERE PROVIDED IN ADDITION TO CONTINUING EDUCATION OPPORTUNITIES IN MULTIPLE DISCIPLINES THROUGHOUT CARLE FOUNDATION HOSPITAL. 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 2020, CARLE ILLINOIS ADDED ANOTHER 48 MEDICAL STUDENTS TO THE PREVIOUS 32, 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 CARLE'S KEY PILLAR AREAS. 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. 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, 2020, THERE WERE 399 ACTIVE CLINICAL RESEARCH STUDIES CONDUCTED AT THE STEPHENS FAMILY CLINICAL RESEARCH INSTITUTE; A 39% INCREASE SINCE 2017. OVER 2,000 PATIENTS PARTICIPATED IN CLINICAL RESEARCH STUDIES DURING 2020, JOINING OVER 600 ADDITIONAL PATIENTS WHOSE PARTICIPATION CONTINUED FROM THE PREVIOUS YEAR. IN 2020 CARLE AND THE UNIVERSITY OF ILLINOIS AT URBANA CHAMPAIGN (UIUC) FORMED THE CARLE ILLINOIS ADVANCED IMAGING CENTER AND ACCEPTED DELIVERY OF THE FIRST SIEMENS 7 TESLA MRI SYSTEM APPROVED FOR CLINICAL USE IN THE STATE OF ILLINOIS. THE CARLE CANCER CENTER IS A STRONG EXAMPLE OF THE BENEFITS OF RESEARCH. CARLE CANCER CENTER, 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 FIGHT CANCER. THE CARLE CANCER CENTER 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"). IN 2020, CARLE ADDED TWO ADDITIONAL PARTNER SITES TO ITS NCORP NETWORK, BRINGING CUTTING-EDGE CANCER CLINICAL TRIALS TO UNDERSERVED AREAS IN EAST CENTRAL ILLINOIS AND WESTERN INDIANA. CARLE WAS THE TOP RECRUITING SITE IN THE COUNTRY AND THIRD HIGHEST ACCRUING SITE IN THE WORLD FOR THE TMIST 2D VS. 3D MAMMOGRAPHY CLINICAL TRIAL. CARLE WAS DESIGNATED AS A HIGH PERFORMING SITE BY THE NCI NCORP PROGRAM RESULTING IN A SIGNIFICANT INCREASE IN NCI SUPPORT TO EXPAND CLINICAL TRIALS ACROSS CARLE'S SERVICE AREA. CARLE REMAINS COMMITTED TO PURSUING INNOVATIVE RESEARCH THAT ADVANCES PATIENT CARE AND SAVES LIVES. ECONOMIC DEVELOPMENT CASH AND IN-KIND: A LARGE PORTION OF CARLE'S COMMUNITY-BUILDING ACTIVITIES 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 $44,000 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 CARLE'S LEADERSHIP IS PAID BY A SEPARATE COST CENTER OUTSIDE OF CARLE FOUNDATION, IN-KIND SUPPORT OUTSIDE OF THE CASH DONATIONS TOTALED OVER $113,000 IN 2020. 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 21-COUNTY REGIONAL HOSPITAL COORDINATING CENTER REGION (REGION 6). CARLE'S FOCUS IS TO PREPARE ITS STAFF AND SURROUNDING REGIONAL HOSPITALS TO BE READY TO RESPOND TO ANY NATURAL DISASTER, PANDEMIC OR ACT OF TERRORISM. IN A WORLD WITH INCREASED TRAVEL AND CHANGING WEATHER PATTERNS, DISEASES ONCE ISOLATED IN REMOTE REGIONS, NOW CAN SPREAD RAPIDLY. THE MOVEMENT OF THESE DISEASES CAN LEAD TO GLOBAL OUTBREAKS. CARLE HAS MADE THE COMMITMENT TO BE PREPARED TO CARE FOR AND TREAT HIGHLY INFECTIOUS DISEASE (HID) PATIENTS AS THE NEED ARISES. THE HID UNIT INCLUDES TWO PATIENT ISOLATION SUITES DESIGNED TO BE ABLE TO MANAGE A FULL SPECTRUM OF HIGHLY INFECTIOUS DISEASES RANGING FROM HEMORRHAGIC FEVERS TO RESPIRATORY DISEASES TO MEASLES AWAY FROM THE GENERAL HOSPITAL POPULATION. PREVIOUSLY, CARLE HAD DIRECTLY RECEIVED A FEDERAL GRANT FROM THE U.S. DEPARTMENT OF HEALTH AND HUMAN SERVICES ASSISTANT SECRETARY FOR PREPAREDNESS AND RESPONSE (ASPR) TO EXPEND TOWARDS REGIONAL PROJECTS FOR EMERGENCY MANAGEMENT WITHIN THE COMMUNITY. FOR THE PAST FIVE YEARS, THOSE FUNDS HAVE BEEN CONSIDERED "REGIONAL COALITION FUNDSARE OVERSEEN BY THE EMERGENCY MANAGEMENT DIRECTOR FOR USE IN THE REGION. IN 2020, CARLE FOUNDATION HOSPITAL PURCHASED PPE FOR DISTRIBUTION TO AREA HOSPITALS IN RESPONSE TO THE COVID-19 PANDEMIC, WITH CARLE'S TOTAL EXPENSE AFTER THE GRANT BEING OVER $8,000. ADDITIONALLY, CARLE PURCHASED EMERGENCY NOTIFICATION SYSTEMS, VENTILATORS, PAPRS, AND CAPRS FOR AREA HOSPITALS- IN WHICH THE CARLE FOUNDATION HOSPITAL PAID WELL OVER $100,000 IN COMMUNITY SUPPORT OUTSIDE OF THE GRANT FUNDING. IT GOES WITHOUT SAYING THAT CARLE FOUNDATION HOSPITAL, LIKE MANY OTHERS ACROSS THE COUNTRY, DEDICATED ITS WORK TO SERVE ITS COMMUNITY AGAINST THE COVID-19 PANDEMIC. WHILE THE TIME OF FRONT LINE STAFF AND LEADERS FROM EVERY LEVEL DROPPED EVERYTHING TO COMBAT THE PANDEMIC, CARLE 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 $30,000 - 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 AN OPPORTUNITY TO FURTHER THEIR HEALTH CARE CAREERS. A TOTAL OF 20 PEOPLE SHADOWED VARIOUS STAFF AT BOTH CARLE FOUNDATION HOSPITAL AND CARLE PHYSICIAN GROUP IN 2020. THE HOSPITAL ALONE ACCOUNTED FOR 171 HOURS AS 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 FOURTH YEAR, THE CARLE JOB READINESS AND LEARNING PROGRAM PROVIDES EMPLOYMENT AND WORKFORCE TRAINING TO UNDER- AND UNEMPLOYED INDIVIDUALS IN THE COMMUNITY. INDIVIDUALS SELECTED FOR THE PROGRAM ARE HIRED FROM DAY ONE AND EMBARK ON A THREE-WEEK PAID TRAINING PROGRAM SCHEDULE H, PART III, SECTION A, LINE 3 THE CARLE FOUNDATION HOSPITAL USES 50% AS A GENERAL ESTIMATE OF BAD DEBT EXPENSE ATTRIBUTABLE TO PATIENTS ELIGIBLE UNDER THE ORGANIZATION'S FINANCIAL ASSISTANCE POLICY. SCHEDULE H, PART III, SECTION A, LINE 4 THE FOOTNOTE PERTAINING TO BAD DEBT EXPENSE CAN BE FOUND ON PAGE 28 OF THE ATTACHED CONSOLIDATED FINANCIAL STATEMENTS. SCHEDULE H, PART III, SECTION B, LINE 8 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 CARLE'S REPORTS, FOR CONSISTENCY, CARLE HAVE PREVIOUSLY INCLUDED A MEDICARE SHORTFALL IN ALL OF ITS COMMUNITY BENEFIT RELATED REPORTS. WHEN THERE IS A SHORTFALL, MANAGEMENT BELIEVES 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 20 YEARS AGO. SCHEDULE H, PART III, LINE 9B CARLE HAS A ROBUST PRESUMPTIVE ELIGIBILITY PROCESS. CARLE PRESUMES 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, CARLE UTILIZES 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 THAT INDIVIDUAL'S RESPONSIBILITY TO PAY. FOR PATIENTS WHO 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 PATIENTS' 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, MANAGEMENT MAKES EVERY ATTEMPT TO WORK WITH PATIENTS AND SET UP PAYMENT ARRANGEMENTS ON THE REMAINING BALANCES 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 PAYMENTS ON THE BALANCE DUE, THEN THAT 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 A 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 DOES CARLE AUTHORIZE AN AGENCY TO USE SO-CALLED "BODY ATTACHMENTS." THE CONTRACTED AGENCIES ARE AWARE OF THE CARLE FINANCIAL ASSISTANCE PROGRAM AND ARE TRAINED TO INFORM PATIENTS OF THE PROGRAM AND TO SEND APPLICATIONS, WHEN APPLICABLE. THEY HAVE BEEN INSTRUCTED TO INFORM A CARLE STAFF MEMBER IF THE AGENCY DEEMS THE PATIENT 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, CARLE WILL ATTEMPT TO ENROLL THE PATIENT THROUGH THE PRESUMPTIVE ELIGIBILITY TOOLS OR, IF ADDITIONAL INFORMATION IS NEEDED, CARLE SENDS THE PATIENT A CFAP APPLICATION. STAFF THEN INSTRUCTS THE AGENCY TO PUT A HOLD ON THE ACCOUNT; THE AVERAGE HOLD IS 60 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 VI, LINE 2 NEEDS ASSESSMENT CARLE PRIMARILY ADDRESSES HEALTHCARE NEEDS IN ITS 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 EFFORTS. CARLE HAS A STRONG FINANCIAL ASSISTANCE PROGRAM BASED ON A PHILOSOPHY OF DOING THE RIGHT THING FOR THE 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 2020-2022 CHNA, IT WILL CONTINUE TO BE A PRIORITY FOR CARLE. AS A TAX-EXEMPT ORGANIZATION, CARLE FOUNDATION HOSPITAL PROVIDES CARE TO PATIENTS REGARDLESS OF THE ABILITY TO PAY. CARLE'S GENEROUS FINANCIAL ASSISTANCE PROGRAM HAS RESULTED IN MEDICAL CARE REACHING MANY PEOPLE OVER THE YEARS. TO ENSURE CARLE IS ADDRESSING THE NEEDS OF THE COMMUNITY, THE FINANCE AND QUALITY COMMITTEES OF THE CARLE BOARD OF TRUSTEES REVIEW AND EVALUATE CHARITY CARE FIGURES ANNUALLY. MANAGEMENT DOES NOT LIMIT THE AMOUNT OF FINANCIAL ASSISTANCE PROVIDED, AT THIS TIME. REPRESENTATIVES FROM PUBLIC RELATIONS, 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 2020 - INCLUDING REPRESENTATION FROM THE LAND OF LINCOLN LEGAL ASSISTANCE FOUNDATION. CARLE VALUES THIS REGULAR OPPORTUNITY FOR COMMUNITY DIALOGUE, WHICH WAS INITIATED MORE THAN A DECADE AGO. CARLE STAFF 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 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 CARLE'S PRACTICE IS TO LOOK AT EACH PATIENT'S FINANCIAL STATUS IN RELATION TO THE CARLE FINANCIAL ASSISTANCE PROGRAM AND THE CRITERIA OF THE UNINSURED PATIENT DISCOUNT ACT, AND TO PROVIDE THE PATIENT WITH THE DEEPEST ELIGIBLE DISCOUNT. BY EXPANDING THE PRESUMPTIVE ELIGIBILITY SCREENING PROCESSES AND DETERMINING THE FINANCIAL STATUS OF PATIENTS UP-FRONT, CARLE HAS BEEN ABLE TO PINPOINT THOSE NEEDING ASSISTANCE EARLY IN THE PROCESS, MINIMIZING BAD DEBT AND OPTIMIZING THE ABILITY TO HELP. STAFF IS ALSO DILIGENT IN FOLLOWING UP WITH PATIENTS DURING HOSPITALIZATION AND AFTER DISCHARGE IF THERE'S ANY REASON TO BELIEVE THE PATIENT COULD BENEFIT FROM FINANCIAL ASSISTANCE, AND CARLE AUTO-QUALIFIES CERTAIN PATIENT POPULATIONS FOR CARLE FINANCIAL ASSISTANCE PROGRAM, SUCH AS THE HOMELESS, WIC, SNAP (SUPPLEMENTAL NUTRITION ASSISTANCE PROGRAM), MEDICAID, LOW INCOME HOME ENERGY ASSISTANCE PROGRAM (LIHEAP), AND TOWNSHIP ASSISTANCE RECIPIENTS. COMMUNICATING THAT FINANCIAL ASSISTANCE IS AVAILABLE CARLE FOUNDATION HOSPITAL HAS MADE A CONCERTED, CONTINUOUS EFFORT TO BE SURE PEOPLE HAVE ACCESS TO INFORMATION THAT WILL HELP THEM WITH THEIR MEDICAL BILLS. THESE INCLUDE: - ADVERTISING CARLE FINANCIAL ASSISTANCE PROGRAM USING PRINT, BILLBOARDS AND WEB; 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 LOBBY AND CARLE.ORG - STAFF AT FRANCES NELSON HEALTH CENTER OPERATED BY PROMISE HEALTHCARE, THE LOCAL FQHC, AND COMMUNITY FREE CLINICS ARE 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 DESCRIPTION OF THE COMMUNITY/POPULATION CARLE'S SERVICE AREA IS GENERALLY DEFINED AS EAST CENTRAL ILLINOIS, INCLUDING ALL OR PARTS OF MORE THAN 40 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 CARLE'S PRIMARY SERVICE AREA, WITH THE FOCUS ON CHAMPAIGN COUNTY. THIS REPRESENTS CARLE'S HEADQUARTERS AND OTHER COUNTIES WHERE CARLE HAS A THRIVING PRESENCE. CARLE'S REACH EXTENDS INTO 14 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 CARLE'S COMMUNITY BENEFIT PLAN GENERALLY HAVE IMPACT UPON ALL THE TARGETED COMMUNITIES, WITH CERTAIN PROGRAMS DIRECTED AT SPECIFIC POPULATIONS. A GREATER PROPORTION OF RESOURCES WILL BE ALLOCATED IN CHAMPAIGN COUNTY, FOLLOWED BY COLES AND VERMILION COUNTIES, WHERE THE COMMUNITY BENEFIT PROGRAM HAS LONG BEEN ESTABLISHED. 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 FROM 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 THE CARLE FOUNDATION HOSPITAL 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 THE COMMUNITIES SERVED BY CARLE 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 THE 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 ILLINOIS true CHAMPAIGN COUNTY CHAMBER OF COMMERCE 303 W KIRBY AVE CHAMPAIGN IL 61820 371269310 501(c)(6) 12500 ANNUAL CONTRIBUTION CHAMPAIGN COUNTY CHRISTIAN HEALTH PO BOX 1400 CHAMPAIGN IL 61824 562421584 501(c)(3) 30000 OPERATIONS & FACILITIES CHAMPAIGN COUNTY CONVENTION BUREAU 108 S NEIL ST CHAMPAIGN IL 61820 371167754 501(c)(3) 10000 PROGRAM SUPPORT CHAMPAIGN COUNTY HEALTH CARE CONSUMERS 44 E MAIN ST CHAMPAIGN IL 61820 371073411 501(c)(3) 110000 ANNUAL CONTRIBUTION DON MOYER BOYS & GIRLS CLUB 201 EAST PARK ST URBANA IL 61801 370906638 501(c)(3) 7700 PROGRAM SUPPORT EASTERN ILLINOIS FOOD BANK 2405 NORTH SHORE DR URBANA IL 61801 371130252 501(c)(3) 8000 PROGRAM SUPPORT LAND OF LINCOLN LEGAL ASSISTANCE FNDN 302 SOUTH FIRST ST CHAMPAIGN IL 61820 370958448 501(c)(3) 80000 VOLUNTEER STIPEND SUPPORT PROMISE HEALTHCARE NFP PO BOX 154 CHAMPAIGN IL 61824 141880824 501(c)(3) 270200 PROGRAM SUPPORT UNITED WAY OF CHAMPAIGN COUNTY 404 W CHURCH ST CHAMPAIGN IL 61820 370662519 501(c)(3) 104700 PROGRAM SUPPORT UNIVERSITY OF ILLINOIS 505 S MATHEWS AVE URBANA IL 61801 376000511 501(c)(3) 1772799 SCHOLARSHIPS & SPONSORSHIPS URBANA PARK DISTRICT 303 W UNIVERSITY AVE URBANA IL 61801 376000532 GOV'T 207400 PROGRAM SUPPORT CHAMPAIGN PARK DISTRICT 706 KENWOOD RD CHAMPAIGN IL 61821 376000474 GOV'T 100000 PROGRAM SUPPORT THE ROSENCRANCE FOUNDATION 1021 N MULFORD RD ROCKFORD IL 61107 364167891 501(C)(3) 50000 PROGRAM SUPPORT HOUSING AUTHORITY OF CAMPAIGN CO 2008 N MARKET ST CHAMPAIGN IL 61822 320596990 501(C)(3) 50000 PROGRAM SUPPORT CHAMPAIGN COUNTY ECONOMIC DEVELOPMENT CORP 1817 SOUTH NEIL ST CHAMPAIGN IL 61820 371200848 501(C)(3) 10000 COMMUNITY BUILDING AMERICAN MEDICAL GROUP ASSOCIATION FDN ONE PRINCE STREET ALEXANDRIA VA 22314 546059304 501(C)(3) 10000 CAMPAIGN FOR A HEALTHIER AMERICA CHAMPAIGN COUNTY CASA INC 154C LINCOLN SQUARE URBANA IL 61801 371325204 501(C)(3) 5400 PROGRAM SUPPORT Vermilion Advantage NFP 15 N WALNUT STREET DANVILLE IL 61832 370238000 501(C)(3) 6000 ANNUAL CONTRIBUTION 17 1 FORM 990, SCHEDULE I DESCRIPTION OF ORGANIZATION'S PROCEDURES FOR MONITORING THE USE OF GRANTS 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. true true false false false false false true false James C Leonard MD Ex-Officio, President & CEO 0 1419366 0 486297 0 2868466 0 512006 0 0 0 5286135 0 2824169 Dennis Hesch Exec VP & CFO 0 885848 0 286489 0 298375 0 335530 0 18694 0 1824936 0 272173 John Snyder Officer - Former 0 0 0 148498 0 1100615 0 0 0 19119 0 1268232 0 1081496 Laurence Fallon Key Employee - Former 0 613897 0 154736 0 220553 0 209855 0 22287 0 1221328 0 190924 Matthew Kolb Exec VP & COO 0 760841 0 138991 0 75891 0 266294 0 26141 0 1268158 0 52128 Charles Dennis MD Exec VP, Chief Medical Officer 0 626645 0 139197 0 12892 0 96404 0 21790 0 896928 0 2881 Lynette Barnes COO-CFH & SVP-Facilities 0 353652 0 74181 0 324983 0 115700 0 7612 0 876128 0 288991 Matthew Gibb MD Officer - Former 0 0 0 0 0 721868 0 0 0 12775 0 734643 0 709093 Issam Moussa MD Med Dir-HVI 0 646868 0 48900 0 24627 0 22896 0 170 0 743461 0 0 Blair Rowitz MD Assoc CMO - Surgical Services 0 622577 0 40865 0 22384 0 22896 0 22834 0 731556 0 0 Lauren Schmid Exec VP, Chief HR Officer 0 405864 0 86659 0 68983 0 123893 0 24151 0 709550 0 45789 David Chan MD Associate CMO 0 427970 0 53580 0 27963 0 22896 0 10863 0 543272 0 0 Malec Mokraoui MD Key Employee - Former 0 450953 0 18300 0 35565 0 22896 0 4695 0 532409 0 0 Pamela Bigler Key Employee-Former 0 321255 0 67841 0 110765 0 104115 0 8494 0 612470 0 76749 Kenneth Aronson MD Med Dir - Neuroscience Inst 0 436348 0 25460 0 27117 0 22896 0 13977 0 525798 0 0 Uretz Oliphant MD Secretary & Physician 0 430327 0 1000 0 40921 0 17196 0 3585 0 493029 0 0 Sally Salmons MD VP-Assoc CMO Hosp Med 0 358708 0 53491 0 22081 0 64554 0 15732 0 514566 0 14923 Dawn Walden Sr VP, Chief Rev Cycle Officer 0 294396 0 58746 0 73569 0 85575 0 12810 0 525096 0 57139 Caleb Miller SVP Surg/Diag Svcs, Prim Care 0 301975 0 58486 0 63696 0 88901 0 26248 0 539306 0 43743 Elizabeth Angelo Sr. VP Chief Nursing Officer 0 297022 0 44177 0 23905 0 57549 0 28066 0 450719 0 0 Julianna Sellett Key Employee-Former 0 227273 0 36055 0 70139 0 66196 0 26092 0 425755 0 40069 Aja Lystila MD Trustee & Physician 0 317564 0 1000 0 4336 0 22896 0 24471 0 370267 0 0 Andy Arwari MD Sec & Physician term 5/2020 0 267963 0 40136 0 10274 0 5700 0 10898 0 334971 0 0 Linda Fred VP - Pharmacy Svcs 226834 0 26490 0 2389 0 20701 0 19412 0 295826 0 0 0 Allen Rinehart Exec Dir - ED, ICU & Inpt Svcs 184878 0 27897 0 5779 0 16940 0 17903 0 253397 0 0 0 Joel Love Physicist - Radiation Oncology 207578 0 575 0 1979 0 16747 0 27063 0 253942 0 0 0 Emily Wee Dir - Strat Rsrch Initiatives 188986 0 17059 0 990 0 15990 0 8585 0 231610 0 0 0 Hua Li PhD Physicist - Radiation Oncology 204493 0 500 0 341 0 2077 0 2451 0 209862 0 0 0 SCHEDULE J, PART I, QUESTION 3 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, SCHEDULE J, PART I, QUESTION 4A IN 2020, JOHN SNYDER RECEIVED SEVERANCE PAYMENTS TOTALING $1,081,496. IN 2020, MATTHEW GIBB RECEIVED SEVERANCE PAYMENTS TOTALING $709,093. FORM 990, SCHEDULE J, PART I, QUESTION 4B THE 2020 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 INCLUDE ELIZABETH ANGELO, LYNETTE BARNES, PAMELA BIGLER, CHARLES DENNIS, MD, LAURENCE FALLON, DENNIS HESCH, MATTHEW KOLB, JAMES LEONARD, MD, CALEB MILLER, SALLY SALMONS, MD, LAUREN SCHMID, JULIANNA SELLETT, AND DAWN WALDEN. THE 2020 PAYMENTS FROM THE 457(F) PLAN WERE MADE TO LYNETTE BARNES ($288,991), PAMELA BIGLER ($76,749), CHARLES DENNIS, MD ($2,881), LAURENCE FALLON ($190,924), DENNIS HESCH ($272,173), MATTHEW KOLB ($52,128), JAMES LEONARD, MD ($2,824,169), CALEB MILLER ($43,743), SALLY SALMONS, MD ($14,923), LAUREN SCHMID ($45,789), JULIANNA SELLETT ($40,069), AND DAWN WALDEN ($57,139). FORM 990, SCHEDULE J, PART I, QUESTION 7 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. KATHRYN OLIPHANT FAMILY MEMBER OF TRUSTEE 83093 EMPLOYMENT false MERCEDITA DEJESUS FAMILY MEMBER OF TRUSTEE 116583 EMPLOYMENT false SCHEDULE L, PART IV, COLUMN D KATHRYN OLIPHANT WAS AN EMPLOYEE OF THE CARLE FOUNDATION HOSPITAL AND HAS A FAMILY RELATIONSHIP WITH URETZ OLIPHANT, MD WHO SERVES AS TRUSTEE AND PHYSICIAN FOR THE HOSPITAL. X SEE ATTACHMENT 1 344684 FMV false true false SCHEDULE M, PART I, LINE 25 DESCRIPTION OF OTHER PROPERTY GUEST HOUSE RENOVATIONS, COVID-19 SUPPLIES, MOBILE HEALTH CLINIC FUNDING, HEALTHY BEGINNINGS FUNDING, JOB READINESS AND LEARNING PROGRAM SUPPORT, BREAST PUMPS, MENTAL HEALTH FIRST AID TRAINING, PAIENT MEAL VOUCHERS, IPADS FOR PEDIATRIC PATIENTS, ROBES FOR BREAST RECONSTRUCTION PATIENTS, PRESSURE MONITORS AND CUFFS AND SCALES FOR HEART FAILURE PATIENTS, PEDIATRIC SURGICAL BACKPACKS, EMS CHILD RESTRAINT, MINI-REFRIGERATORS FOR PATIENT USE, CT POSITIONER, PATIENT PHONE CHARGING STATIONS, PAGERS FOR PATIENTS AND VISITORS, HOSPICE PATIENT COMFORT SUPPORT, AND OTHER HOSPITAL PROGRAM SUPPORT. FORM 990, SUPPLEMENTAL INFORMATION FORM 990, PART I, LINE I 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. FORM 990, PART VI, QUESTION 2 AJA LYSTILA, MD (TRUSTEE) GUY HALL (IMMEDIATE PAST CHAIR), JON STEWART (TRUSTEE), KARL APPELQUIST (CHAIR OF BOARD), MARK CZYS (TRUSTEE), PAUL TUCKER, PHD (VICE CHAIR OF BOARD), AND URETZ OLIPHANT, MD (SECRETARY) HAD BUSINESS RELATIONSHIPS. JON STEWART (TRUSTEE) AND DENNIS HESCH (OFFICER) HAD A BUSINESS RELATIONSHIP. CHARLES DENNIS, MD (OFFICER) AND MATTHEW KOLB (OFFICER) HAD A BUSINESS RELATIONSHIP. AJA LYSTILA, MD (TRUSTEE), JAMES C. LEONARD, MD (OFFICER), MATTHEW KOLB (OFFICER), AND DENNIS HESCH (OFFICER) HAD BUSINESS RELATIONSHIPS. BLAIR ROWITZ, MD (KEY EMPLOYEE), CHARLES DENNIS, MD (OFFICER), ELIZABETH ANGELO (KEY EMPLOYEE), JAMES C. LEONARD, MD (OFFICER), LAWRENCE FALLON (FORMER), MATTHEW KOLB (OFFICER), AND SALLY SALMONS, MD (KEY EMPLOYEE) HAD A BUSINESS RELATIONSHIP. AJA LYSTILA, MD (TRUSTEE) AND BLAIR ROWITZ, MD (KEY EMPLOYEE) HAD A BUSINESS RELATIONSHIP. SALLY SALMONS, MD (KEY EMPLOYEE) AND URETZ OLIPHANT, MD (SECRETARY) HAD A BUSINESS RELATIONSHIP. FORM 990, PART VI, QUESTION 6 & 7A 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, QUESTION 7B 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, QUESTION 11B 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, QUESTION 12C 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 HUMAN RESOURCES 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 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, QUESTIONS 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, QUESTIONS 18 & 19 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 XI, LINE 9 THE CARLE FOUNDATION HOSPITAL SETTLED VARIOUS INTERCOMPANY RECEIVABLE/PAYABLE BALANCES THROUGH EQUAL OFFSETTING EQUITY TRANSFERS IN THE AMOUNT OF $155,870,832. THE INTERCOMPANY RECEIVABLE/PAYABLE BALANCE RESULTED FROM THE NORMAL COURSE OF OPERATIONS AND WERE PRIMARILY ATTRIBUTABLE TO CENTRALIZED CASH MANAGEMENT AND DISBURSEMENT ACTIVITIES. THESE INTERCOMPANY RECEIVABLE/PAYABLE SETTLEMENTS HELPED PROVIDE SUPPLEMENTAL FUNDING FOR CERTAIN RELATED ORGANIZATIONS TO FURTHER THEIR EXEMPT PURPOSES. FORM 990, PART XII, LINES 2A, B, C AND PART IV, LINES 12, 12A 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 61801 370673465 PARENT/INVMGT IL 501(c)(3) 12c, III-FI NA false THE CARLE DEVELOPMENT FOUNDATION 611 W PARK ST URBANA IL 61801 371159978 FUNDRAISING IL 501(c)(3) 7 TCF true CARLE HEALTH CARE INCORPORATED 611 W PARK ST URBANA IL 61801 371140016 VAR MED SVCS IL 501(C)(3) 10 TCF true CARLE RETIREMENT CENTERS INC 611 W PARK ST URBANA IL 61801 371160033 RTRMT LIVING IL 501(C)(3) 10 TCF true CARLE COMMUNITY HEALTH CORPORATION 611 W PARK ST URBANA IL 61801 364458371 FNDN MISSION IL 501(C)(3) 12a, Type I TCDF true HOOPESTON COMMUNITY MEMORIAL HOSPITAL 701 E ORANGE ST HOOPESTON IL 60942 363637465 HOSPITAL SVCS IL 501(C)(3) 3 TCF true RICHLAND MEMORIAL HOSPITAL INC 800 EAST LOCUST STREET OLNEY IL 64250 371363001 HOSPITAL SVCS IL 501(C)(3) 3 TCF true CARLE BROMENN MEDICAL CENTER 611 W Park Street Urbana IL 618012595 850682363 Hospital SVCS IL 501c(3) 3 TCF true CARLE EUREKA HOSPITAL 611 W Park Street Urbana IL 618012595 850688306 Hospital svcs IL 501c(3) 3 TCF true COMMUNITY CANCER CENTER LLC 407 E VERNON AVE NORMAL IL 61761 371363717 Cancer trmt IL 501c(3) 12a Type I TCF true COMMUNITY CANCER CENTER FOUNDATION 407 E VERNON AVE NORMAL IL 61761 364425147 Fundraising IL 501c(3) 7 CCC LLC true CARLE WEST PHYSICIAN GROUP INC 611 W Park Street Urbana IL 618012595 850703768 Phys Services IL 501c(3) 10 CHCI true CHAMPAIGN SURGICNTR 611 w park st urbana IL 618012595 201915925 surgical ctr IL NA N/A HEALTH SYSTEMS INSURANCE LIMITED governors sq 2nd fl bldg 3 grand cayman CJ ky1-1102 INSURANCE CJ NA C CORP true CARLE RISK MANAGEMENT COMPANY 611 W PARK ST URBANA IL 618012595 371217973 RISK MANAGEMENT IL TCFH C CORP 2872155 303469 1.00000 true EVALIDATA INC 611 W PARK ST URBANA IL 618012595 462022658 PHYS CREDENTIAL IL TCFH C CORP 369472 51802 1.00000 true CHA HOLDING INC 3310 SOUTH FIELDS DR CHAMPAIGN IL 61822 471854275 HOLDING CO IL NA C CORP true CARLE HOLDING COMPANY INC 611 W PARK ST URBANA IL 618012595 371188284 HOLDING CO IL NA C CORP true HEALTH ALLIANCE MEDICAL PLANS INC 3310 SOUTH FIELDS DR CHAMPAIGN IL 61822 371260731 HEALTH COVERAGE IL NA C CORP true HEALTH ALLIANCE CONNECT INC 3310 SOUTH FIELDS DR CHAMPAIGN IL 61822 464796891 HEALTH CARE COORD IL NA C CORP true HEALTH ALLIANCE NORTHWEST HOLDING 820 N CHELAN AVE WENATCHEE WA 98801 461717578 HOLDING CO WA NA C CORP true HEALTH ALLIANCE NORTHWEST HEALTH PLAN 820 N CHELAN AVE WENATCHEE WA 98801 461966323 HEALTH COVERAGE WA NA C CORP true HEALTH ALLIANCE MIDWEST INC 3310 South Fields Dr Champaign IL 61822 371354502 HEALTH COVERAGE IL NA C CORP true BROMENN PHYSICIANS MANAGEMENT CORP 611 W Park Street Urbana IL 618012595 371313150 Health Care Pship IL TCF C Corp true CARLE HEALTH PHYSICIAN PARTNERS INC 611 W Park Street Urbana IL 618012595 850718392 PHYS SERVICES IL TCF C Corp true FIRST CAROLINA CARE INSURANCE COMPANY 42 Memorial Drive Pinehurst NC 28374 331160597 Insurance IL CHA Holding C Corp true true false true false false false false false false false true true true false false true true true true HEALTH ALLIANCE MEDICAL PLANS A 6148 BOOK CARLE COMMUNITY HEALTH CORP C 2618160 BOOK CARLE FOUNDATION DEVELOPMENT C 1111134 BOOK HEALTH ALLIANCE MEDICAL PLANS L 119075906 BOOK HEALTH ALLIANCE CONNECT INC L 53039025 BOOK CARLE HEALTH CARE INCORPORATED L 3498989 BOOK HOOPESTON COMMUNITY MEMORIAL HOSPITAL L 1044531 BOOK CHAMPAIGN SURGICENTER LLC L 845710 BOOK CARLE HEALTH CARE INCORPORATED M 12805163 BOOK HEALTH SYSTEMS INSURANCE LIMITED M 924051 BOOK CARLE HEALTH CARE INCORPORATED P 1106036 BOOK HOOPESTON COMMUNITY MEMORIAL HOSPITAL Q 75960 BOOK HOOPESTON COMMUNITY MEMORIAL HOSPITAL R 882800 BOOK CARLE HEALTH CARE INCORPORATED R 466623 BOOK CHAMPAIGN SURGICENTER LLC R 209496 BOOK RICHLAND MEMORIAL HOSPITAL R 72631 BOOK RICHLAND MEMORIAL HOSPITAL S 237241 BOOK Schedule R, Supplemental Information SCHEDULE R, PART II CARLE HEALTH CARE INCORPORATED PRIMARY ACTIVITY: EMERGENCY TRANSPORT, DAY CARE, PHYSICIAN SERVICES.