2017-11-15T12:31:53-06:00 2016-12-31 ERNST & YOUNG US LLP 111 MONUMENT CIRCLE SUITE 4000 INDIANAPOLIS IN 46204 990 2016-01-01 371119538 The Carle Foundation Hospital % DENNIS P HESCH EXEC VP & C CARL 2173833311 611 WEST PARK URBANA IL 61801 Dennis Hesch EXec. VP & CFO 2173833311 2017-11-15 true JENNIFER D RHODERICK P00395735 3176817000 164.57.159.253 35057220173195000036 2017-11-15 P E1B97F0B523BF91F5EE03E781B24D2D618402045 67B2BC73841294F920BAF1B46A562EAEE307B1D6 2016 2021-01-29 14:40:06Z Dennis Hesch EXec VP CFO 611 W Park St Urbana IL 61801 812828808 false X www.carle.org X 1982 IL SEE SCHEDULE O 7 4 3920 1333 5183823 -437151 5767114 5551502 744239726 786845170 95866 185319 4422453 8829146 754525159 801411137 2390015 2354260 0 0 203514559 214872471 0 0 0 384890552 399395439 590795126 616622170 163730033 184788967 447932530 455057271 103750987 122434305 344181543 332622966 X SECTION 1. GENERAL PURPOSES. THE CORPORATION IS ORGANIZED AND SHALL BE EXCLUSIVELY OPERATED AS A NOT-FOR-PROFIT CORPORATION FOR CHARITABLE, BENEVOLENT, SCIENTIFIC AND EDUCATIONAL PURPOSES WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED, OR THE CORRESPONDING PROVISIONS OF ANY FUTURE UNITED STATES INTERNAL REVENUE LAW (THE "CODE"). IN FURTHERANCE OF SUCH CHARITABLE PURPOSES, THE CORPORATION SHALL ENGAGE IN THE ACTIVITIES DESCRIBED IN SECTION 2 OF THIS STATEMENT. SECTION 2. SPECIFIC PURPOSES. THE CORPORATION'S PURPOSES SHALL INCLUDE, BUT NOT BE LIMITED TO, THE FOLLOWING: (A) TO PROVIDE AND TO ASSIST IN PROVIDING FACILITIES FOR THE RENDERING OF COMPREHENSIVE HEALTH CARE SERVICES ON AN INPATIENT, OUTPATIENT OR OTHER BASIS THROUGH THE OPERATION OF ONE OR MORE HOSPITALS AND AMBULATORY SURGERY CENTERS, RECOVERY CENTERS AND CLINICS, BY PROVIDING SERVICES TO PROVIDERS OF HEALTH CARE SERVICES, AND THROUGH ALL OTHER APPROPRIATE MEANS; (B) TO TRAIN AND TO PR false false 576603372 1023961 790677213 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 413-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, surgical services, 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 and financial assistance 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. WE ARE NOW CONDUCTING MORE THAN 225 ACTIVE AND PENDING STUDIES RELATING TO CANCER, GASTRO-INTESTINAL DISEASE, CARDIOVASCULAR DISEASE AND MORE. EDUCATIONAL PROGRAMS FOR BOTH OUR PROFESSIONALS AND THE COMMUNITY ENSURE EVERYONE IS BETTER PREPARED. 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. 18741504 THE CARLE COMMUNITY CARE DISCOUNT AND FINAnCIAL ASSISTANCE PROGRAM AS A TAX-EXEMPT ORGANIZATION, CARLE 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. FOR THE TWELVE MONTHS ENDED DECEMBER 31, 2016 (CY16), FINANCIAL ASSISTANCE TOTALED $18,741,504 AND SERVED 26,241 PEOPLE. 4349285 1330299 RESEARCH AND EDUCATION INITIATIVES The CARLE FOUNDATION HOSPITAL HAS AN ACTIVE RESEARCH PROGRAM THAT BRINGS ADVANCED CLINICAL TRIALS TO OUR REGION, HELPS IMPROVE CLINICAL CARE AND DISCOVERs NEW SOLUTIONS TO HEALTH CHALLENGES. AT THE END OF 2016, MORE THAN 225 STUDIES WERE UNDERWAY. CARLE WORKS WITH INDUSTRY SPONSORS, FEDERAL AGENCIES, FOUNDATIONS AND START-UP COMPANIES ON A VARIETY OF CLINICAL TOPICS INCLUDING CANCER, NEUROSCIENCES, DIGESTIVE HEALTH, MATERNAL CHILD HEALTH, HEART AND VASCULAR DISEASE, SPORTS MEDICINE, OPHTHALMOLOGY AND HEARING DISORDERS. IN 2016, CARLE RECEIVED A LEAD GIFT TO ESTABLISH THE STEPHENS FAMILY CLINICAL RESEARCH INSTITUTE. THE MISSION OF THE INSTITUTE IS TO SUPPORT, NURTURE, TEST AND APPLY NEW DISCOVERIES THAT ADDRESS TODAYS CRITICAL HEALTHCARE CHALLENGES. THE FUNDING EXPANDS THE MISSION OF CARLES EXISTING RESEARCH AND WILL HELP CARLE DEVELOP AN EVEN HIGHER LEVEL OF INVESTIGATOR-DRIVEN CLINICAL RESEARCH CAPABILITIES NEEDED TO SUPPORT THE CARLE ILLINOIS COLLEGE OF MEDICINE. OTHER RESEARCH HIGHLIGHTS INCLUDE: -OPHTHALMOLOGY: LEANNE LABRIOLA, OD AND University of Illinois (UIUC) PROFESSOR DIPANJAN PAN LAUNCHED A START-UP COMPANY TO DEVELOP THEIR POINT-OF-CARE MEDICAL DEVICE THAT NON-INVASIVELY DETECTS PENETRATING EYE INJURIES. THEIR COMPANY RECEIVED FEDERAL FUNDING TO SUPPORT THEIR DEVELOPMENT WORK AND TO FUND PATIENT-BASED RESEARCH STUDIES AT CARLE. -CANCER RESEARCH: THE CANCER SCHOLARS IN TRANSLATIONAL RESEARCH, C-STAR, WHICH LAUNCHED IN 2015, IS PROVIDING VALUE FOR CARLE, UIUC AND THE COMMUNITY. UIUC RECEIVED A NATIONAL INSTITUTES OF HEALTH TRAINING GRANT THAT WILL SUPPORT TWO ADDITIONAL C-STAR STUDENTS TO STUDY THE TUMOR MICROENVIRONMENT. TWO C-STAR PROJECTS WERE RENEWED AND FIVE ADDITIONAL PROJECTS WERE STARTED IN 2016. TWO GROUPS PUBLISHED ARTICLES IN HIGH-PROFILE PEER-REVIEWED JOURNALS. ONE C-STAR SCHOLAR RECEIVED a PRESTIGIOUS NCI POSTDOCTORAL AWARD. 599694161 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 129 0 true 3920 true true true false false false false false false false false false X 7 4 true false true 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 GUY HALL CHAIR OF BOARD 1.5 4.45 X X 0 0 0 BRENDA TIMMONS VICE CHAIR OF BOARD 0.5 3.0 X X 0 0 0 KENNETH ARONSON MD SECRETARY OF BOARD 5.0 35.0 X X 0 408531 34726 DONNA GREENE IMMEDIATE PAST CHAIR 0.5 2.5 X 0 0 0 KARL APPELQUIST TRUSTEE 1.0 1.2 X 0 0 0 J MICHAEL MARTIN TRUSTEE 0.75 2.0 X 0 30000 0 URETZ OLIPHANT MD TRUSTEE & PHYSICIAN 0.5 39.5 X 0 637334 30024 PAUL TENDER MD term 9116 TRUSTEE & PHYSICIAN 1.0 39.0 X 0 457012 34300 JAMES C LEONARD MD EX-OFFICIO, PRESIDENT & CEO 5.0 35.0 X 0 2010908 467971 JOHN SNYDER EXEC VP & COO 5.0 35.0 X 0 1237088 281116 DENNIS HESCH EXEC VP & CFO 12.0 28.0 X 0 998170 249197 MATTHEW GIBB MD EXEC VP & CMO 18.4 21.6 X 0 727726 204999 LYNETTE BARNES COO-CFH, SVP-WOMEN'S HEALTH 32.0 8.0 X 0 463634 96733 LAURENCE FALLON EXEC VP-LEGAL AFFAIRS & HR 8.0 32.0 X 0 760462 194127 BLAIR ROWITZ MD MED DIR- SURGICAL SERVICES 20.0 20.0 X 0 747929 40641 MALEC MOKRAOUI MD MED DIR- HVI 20.0 20.0 X 0 668258 30360 ANDY ARWARI MD MED DIR- HOSPITAL MEDICINE 40.0 0.0 X 0 556955 40874 PAMELA BIGLER SVP-NURSING & CNO 15.0 25.0 X 0 447517 106418 DAWN WALDEN VP-REVENUE CYCLE OPS 16.0 24.0 X 0 334644 87559 MATTHEW KOLB VP-NEURO & HVI 15.0 25.0 X 0 260374 83545 JULIANNA SELLETT VP-COMMUNITY HEALTH 30.0 10.0 X 0 250621 80354 CALEB MILLER VP-SURGICAL & DIAG SVCS 20.0 20.0 X 0 223088 73101 LINDA FRED INPT PHARM DIRECTOR 20.0 20.0 X 203042 0 38045 JOEL LOVE PHYSICIST 40.0 0.0 X 194298 0 38458 KHANDAKER ISLAM PHYSICIST 40.0 0.0 X 174181 0 34336 MATTHEW PIKE PHARMACIST-INPT RX 40.0 0.0 X 164569 0 34401 VIJAY BAVDA PHARMACIST-INPT RX 35.7 4.3 X 163575 0 23677 R BRUCE WELLMAN MD EX-OFFICIO, CEO OF CPG-FORMER 30.0 10.0 X 0 623246 28831 CORA E MUSIAL PHD MD SEC/TREAS OF BOARD - FORMER 0.0 11.0 X 0 141350 10351 STEPHANIE BEEVER KEY EMPLOYEE - FORMER 5.0 35.0 X 0 584358 134626 JOSEPH BARKMEIER MD KEY EMPLOYEE - FORMER 0.0 40.0 X 0 427577 89563 899665 12996782 2568333 113 true true false FOCUSONE SOLUTIONS LLC PO BOX 3037 OMAHA NE 681030037 STAFFING 3472609 MAYO COLLABORATIVE SERVICES INC PO BOX 9146 MINNEAPOLIS MN 55480 LABORATORY SERVICES 3035650 PHILLIPS ELECTRONICS NORTH AMERICA PO BOX 100355 ATLANTA GA 303840355 EQUIPMENT MAINT 1773971 HOLOGIC LIMITED PARTNERSHIP DBA HOL 24506 NETWORK PLACE CHICAGO IL 606731245 EQUIPMENT MAINT 1373075 FRESENIUS MANAGEMENT SERVICES INC 16343 COLLECTIONS CENTER CHICAGO IL 60693 HEMODIALYSIS 1077271 42 3941444 1610058 0 467762 5551502 Net Patient Care 621110 784078747 784078747 Net Patient Care - ASC 621110 2766423 2766423 786845170 3465 3465 0 0 8574624 3621299 0 4953325 4953325 4953325 816480 634626 181854 181854 184585 -2731 0 0 0 0 0 0 6454772 7161746 -706974 -706974 Internal Management Fees 900099 3143157 3143157 CLINICAL TRIALS/REF LAB REIMBURSEMENTS 611430 750752 750752 CAOS TUITION 900099 274865 274865 414021 411886 2135 4582795 801411137 790675078 5183823 734 2354260 2354260 0 0 0 0 95255 95255 169374295 166375120 2999175 8991340 8826366 164974 24031447 23630150 401297 12380134 12164131 216003 0 0 0 13557 13187 370 0 0 15945846 15403182 542664 0 134859 131685 3174 15480371 14295924 1184447 12842067 12383358 458709 0 36083109 34131964 1951145 1016114 991457 24657 0 539751 520402 19349 55270 7387 47883 0 17976402 16995720 980682 1136900 986138 150762 PATIENT CARE SUPPLIES 139939732 138277120 1662612 0 INTERNAL MANAGEMENT FEES 122707542 118421119 4286423 0 OTHER PURCHASED SERVICES 19991432 18848262 1143170 0 TAXES 13309797 12945952 363845 0 2222690 1896022 326668 616622170 599694161 16928009 0 0 40282 12200 0 0 175992 0 112335698 111977849 0 0 0 0 0 0 9216146 9269749 5745848 4091572 168499539 93980743 75929007 74518796 0 0 0 0 0 0 0 0 244489557 255187105 447932530 455057271 19797319 57681177 0 0 463245 0 0 0 0 0 0 0 0 0 0 0 83490423 64753128 103750987 122434305 X 344181543 332622966 0 0 0 0 344181543 332622966 447932530 455057271 X 184788967 0 0 0 0 -196347544 X X false true X true true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false 0 false 0 false 0 false false 0 false 0 true 13557 13557 false SCHED C, PART II-B, LINE 1(I) DESCRIPTION OF OTHER LOBBYING ACTIVITIES $7,806 - PORTION OF AMERICAN HOSPITAL ASSOC (IHA) DUES ATtRIBUTED TO LOBBYING $986 - PORTION OF ILLINOIS HOMECARE & HOSPICE COUNCIL (IHHC) DUES ATTRIBUTED TO LOBBYING. $1,890 PORTION OF SOCIETY OF THORACIC SURGEONS DUES ATTRIBUTED TO LOBBYING. $2,875 - PORTION OF DUES PAID TO MISCELLANEOUS HEALTH CARE ORGANIZATIONS ATTRIBUTED TO LOBBYING. 0 203650 83729 119921 2716970 2047627 669343 160880575 90727800 70152775 4698344 1121587 3576757 74518796 INTER-COMPANY RECEIVABLE 247499954 OTHER RECEIVABLES 7687151 255187105 0 ESTIMATED THIRD PARTY PAYOR SETTLEMENTS 62334981 ESTIMATED LIABILITY SELF INSURED LO 2418147 64753128 X 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, 2016 AND 2015. true true X true X 400. true X true true true false true true 18741504 0 18741504 0.03040 106719796 100395586 6324210 0.01030 125461300 100395586 25065714 0.04070 701115 0 701115 0.00110 12154336 35950 12118386 0.01970 9673229 0 9673229 0.01570 4349285 0 4349285 0.00710 2151754 0 2151754 0.00350 29029719 35950 28993769 0.04710 154491019 100431536 54059483 0.08780 66224 66224 0.00010 48422 48422 0.00010 4676 4676 0.00000 95978 95978 0.00020 29344 29344 0.00000 244644 244644 0.00040 true 5158576 2579288 145160369 142355392 2804977 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 14 true true true true X carle.org/chna X true 14 true carle.org/chna false true X 400. 400. X 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 COMMUNITY INPUT (PART V, SECT B, LINE 5) USING THE MOBILIZING FOR ACTION THROUGH PLANNING AND PARTNERSHIP (MAPP) MODEL, A COMMUNITY-BASED MODEL THAT NECESSITATES COMMUNITY ENGAGEMENT AT ALL LEVELS, WE ASSESSED THE CURRENT HEALTH STATUS OF THE COMMUNITY, IDENTIFIED NEEDS, AND CREATED A COMPREHENSIVE COMMUNITY HEALTH IMPROVEMENT PLAN TO IMPROVE OUR COMMUNITYS HEALTH BY ACQUIRING INPUT FROM COMMUNITY PARTNERS, PLANNERS, ELECTED OFFICIALS, AND RESIDENTS. OVER 60 INDIVIDUALS REPRESENTING MORE THAN 30 DIFFERENT AGENCIES ACROSS CHAMPAIGN COUNTY CONTRIBUTED TO THIS PROCESS; FURTHER, WE SURVEYED OVER 1,000 COMMUNITY RESIDENTS THROUGH SURVEYS, FOCUS GROUPS, AND COMMUNITY MEETINGS. THE MAPP PROCESS IS COMPOSED OF FOUR ASSESSMENTS. AFTER PERFORMING THESE, OVER 50 COMMUNITY LEADERS MET TO REVIEW THE RESULTS, SET A VISION, AND IDENTIFY PRIORITIES AND GOALS FOR THE UPCOMING YEARS. PARTNERING AGENCIES INCLUDE: AVICENNA COMMUNITY HEALTH CENTER; the CARLE FOUNDATION HOSPITAL; CHAMPAIGN COUNTY; CHAMPAIGN COUNTY CHAMBER OF COMMERCE; CHAMPAIGN COUNTY CORONER; CHAMPAIGN COUNTY HEALTHCARE CONSUMERS; CHAMPAIGN COUNTY REGIONAL PLANNING COMMISSION; CHAMPAIGN FIRE DEPARTMENT; CHAMPAIGN PARK DISTRICT; CHAMPAIGN POLICE DEPARTMENT; CHAMPAIGN UNIT 4 SCHOOL DISTRICT; CHAMPAIGN URBANA PUBLIC HEALTH DISTRICT; CHRISTIE CLINIC; CITY OF CHAMPAIGN FIRE DEPARTMENT; CITY OF URBANA COMMUNITY DEVELOPMENT SERVICES; COMMUNITY ELEMENTS; Champaign urbana MASS TRANSIT DISTRICT 5; Champaign urbana public health department - INFECTIOUS DISEASE; HOUSING AUTHORITY OF CHAMPAIGN COUNTY; LAND OF LINCOLN; MCKINLEY HEALTH CENTER; NATIONAL ALLIANCE ON MENTAL ILLNESS; PARKLAND COLLEGE; PRESENCE COVENANT CENTER FOR HEALTHY LIVING; PRESENCE COVENANT MEDICAL CENTER; PROMISE HEALTHCARE; PROSPERITY GARDENS INC.; SOIL AND WATER CONSERVATION DISTRICT; UNITED WAY OF CHAMPAIGN COUNTY; UNIVERSITY OF ILLINOIS; UNIVERSITY OF ILLINOIS POLICE; URBANA MARKET AT THE SQUARE; URBANA PARK DISTRICT; AND URBANA SCHOOL DISTRICT 116. DEMOGRAPHICS: AS PART OF THE community health needs assessment (CHNA) RESEARCH, THE EXECUTIVE COMMITTEE EVALUATED THE BASIC DEMOGRAPHICS AND HEALTH-RELATED STATISTICS OF RESIDENTS IN CHAMPAIGN COUNTY TO DETERMINE THOSE THE ORGANIZATIONS MAy BEST SERVE INCLUDING MEDICALLY UNDERSERVED, LOW-INCOME, AND MINORITY POPULATIONS. THE GROUP USED AGGREGATED DATA ACCESSED FROM COUNTY HEALTH RANKINGS, CITY AND COUNTY AGENCIES, INCLUDING THE CHAMPAIGN AND URBANA POLICE DEPARTMENTS. CHAMPAIGN COUNTY HAS A NUMBER OF PRIORITY POPULATIONS, INCLUDING ELDERLY, RURAL, IMPOVERISHED, AND CHILDHOOD POPULATIONS WHO ARE PARTICULARLY VULNERABLE AND LACK ADEQUATE ACCESS TO HEALTH SERVICES AND RESOURCES. THE TOTAL POPULATION OF CHAMPAIGN COUNTY WAS 204,897 IN 2013, THE MOST RECENT YEAR DATA WAS AVAILABLE FOR THE CURRENT CHNA, WHICH IS AN INCREASE OF 2% FROM 2010. MORE THAN 74% OF THE POPULATION IS WHITE, 12.5% AFRICAN-AMERICAN, 9% ASIAN AND 5% HISPANIC. FORTY-FOUR PERCENT OF CHAMPAIGN COUNTY'S POPULATION IS BELOW THE AGE OF 24 -A QUARTER BEING 18-24, DUE IN LARGE PART TO THE UNIVERSITY OF ILLINOIS- AND 11% OF THE POPULATION IS OVER THE AGE OF 65. DESPITE BEING AN URBAN AREA WITHIN THE CITY LIMITS, THE COUNTY IS HOME TO ABUNDANT FARMLAND with RURAL RESIDENTS COMPRISing 13% OF THE POPULATION. FOREIGN-BORN RESIDENTS MAKE UP 11.5% OF THE COUNTY'S TOTAL POPULATION AND has INCREASEd EACH YEAR DUE TO CONTINUED IMMIGRATION. THE UNIVERSITY OF ILLINOIS AT URBANA-CHAMPAIGN HAS THE LARGEST NUMBER OF INTERNATIONAL STUDENTS OUT OF ANY UNIVERSITY IN THE United states, HOSTING MORE THAN 10,000 INTERNATIONAL STUDENTS. OF THE NEARLY 205,000 CHAMPAIGN COUNTY RESIDENTS, 22% LIVE BELOW 100% OF THE POVERTY LEVEL, AND 1 IN 7 RESIDENTS ARE ENROLLED IN MEDICAID. THE NUMBER OF CHILDREN IN POVERTY HAS INCREASED OVER THE LAST 10 YEARS TO ITS CURRENT PREVALENCE OF 22%, WITH MORE THAN 45% OF PUBLIC-SCHOOL CHILDREN ELIGIBLE FOR FREE OR REDUCED-PRICE LUNCHES. CHAMPAIGN COUNTY HAS SIGNIFICANTly LOWER MEDIAN HOUSEHOLD INCOME, MORE CHILDREN IN POVERTY, MORE PEOPLE WITH INADEQUATE SOCIAL SUPPORT AND MORE CHILDREN IN SINGLE-PARENT HOUSEHOLDS THAN IN GREATER ILLINOIS. THE RATE OF UNINSURED RESIDENTS FROM 2006-2011, THE MOST RECENT DATA AVAILABLE AT THE TIME OF THe CHNA, DECREASED OVER THE YEARS WITH UNINSURED RESIDENTS COMPRISING 13% OF THE POPULATION COMPARED TO THE STATE AVERAGE OF 15%. THIS NUMBER IS EXPECTED TO DECREASE SUBSTANTIALLY IN THE UPCOMING YEARS. CHAMPAIGN COUNTY ALSO HAS A LOWER PERCENTAGE OF PEOPLE WHO COULD NOT SEE A DOCTOR DUE TO COST, A LOWER NUMBER OF PREVENTABLE HOSPITAL STAYS, AND LOWER HEALTHCARE COSTS (PRICE-ADJUSTED MEDICARE SPENDING PER ENROLLEE). THE COUNTY HAS A GREATER NUMBER OF PRIMARY CARE PHYSICIANS AND OTHER PRIMARY CARE PROVIDERS, AND A HIGHER NUMBER OF MENTAL HEALTH PROVIDERS PER POPULATION COMPARED WITH ILLINOIS AND U.S. BENCHMARKS. DESPITE THAT, THERE IS A SHORTAGE OF DENTAL, PRIMARY CARE, AND MENTAL HEALTH PROVIDERS ACCEPTING MEDICAID AND SERVING LOW-INCOME POPULATIONS. OTHER HOSPITAL FACILITIES (PART V, SECT B, LINE 6A) PRESENCE COVENANT MEDICAL CENTER OTHER ORGANIZATIONS (PART V, SECT B, LINE 6B) CHAMPAIGN URBANA PUBLIC HEALTH DISTRICT, CHAMPAIGN COUNTY REGIONAL PLANNING COMMISSION, AND UNITED WAY OF CHAMPAIGN COUNTY. SIGNIFICANT HEALTH NEEDS (PART V, SECT B, LINE 11) BECAUSE THE NEEDS ARE GREAT AND VARIED AND IT WOULD BE UNREASONABLE TO ADDRESS EACH AND EVERY IDENTIFIED NEED, WE SET PRIORITIES AND USE OUR RESOURCES TO FOCUS PRIMARILY ON IDENTIFIED NEEDS WITHIN THE COMMUNITY BENEFIT PRIORITIES SET. MANY OF THESE NEEDS ARE ADDRESSED THROUGH PARTNERSHIPS AND COLLABORATIVE EFFORTS. OUR PROGRESS IS SHOWN BELOW AND PRESENTED WITH THE RESPECTIVE COMMUNITY BENEFIT PRIORITY. PRIORITY #1: ACCESS TO CARE COMMUNITY CLINIC SUPPORT CARLE HAS SOUGHT WAYS TO INITIATE AND EXPAND HEALTHCARE SERVICES INCLUDING PRIMARY, DENTAL, PREVENTIVE AND MENTAL HEALTH SERVICES FOR THE UNDERINSURED AND UNINSURED BY WORKING COLLABORATIVELY WITH COMMUNITY ORGANIZATIONS. BECAUSE ACCESS TO CARE WAS THE TOP NEED IDENTIFIED IN THE 2014-16 CHNA, AS PART OF CARLE'S PLAN TO IMPROVE ACCESS, THE ORGANIZATION SUPPORTS COMMUNITY CLINICS. PROMISE HEALTHCARE AT FRANCES NELSON HEALTH CENTER: $341,418 CARLE CONTINUED TO SUPPORT PROMISE HEALTHCARE AT FRANCES NELSON HEALTH CENTER (FNHC), A FEDERALLY QUALIFIED HEALTH CENTER, THROUGH FUNDING, LEADERSHIP SUPPORT, PATIENT CARE SERVICES, SUPPLIES AND MORE. -$317,635 IN CONTRIBUTIONS TO UNITED WAY OF CHAMPAIGN COUNTY, DESIGNATED FOR PROMISE HEALTHCARE TO ENHANCE SERVICES AND ACCESS TO CARE -CARLE'S ALL ABOUT BABY STAFF PROVIDES PATIENT PRENATAL EDUCATION TO ALL EXPECTANT FAMILIES AT AN IN-KIND COST OF $17,906 -AN ADDITIONAL $5,877 FOR SUPPLIES, MEDICATION, BOARD INVOLVEMENT AND OTHER NEEDS CHAMPAIGN COUNTY CHRISTIAN HEALTH CENTER CARLE HELPS THE CHAMPAIGN COUNTY CHRISTIAN HEALTH CENTER FREE CLINIC FULFILL ITS MISSION TO PROVIDE QUALITY, HOLISTIC CARE AT NO COST TO AS MANY PEOPLE AS POSSIBLE. THE CLINIC PROVIDES PRIMARY CARE, DENTAL AND MENTAL HEALTH SERVICES. A NUMBER OF THE VOLUNTEER MEDICAL STAFF ARE CARLE PHYSICIANS, NURSES AND TECHNICIANS WHO HAVE PERSONALLY CHOSEN TO SERVE THEIR COMMUNITY THROUGH THE CHAMPAIGN COUNTY CHRISTIAN HEALTH CENTER, AND WE ALSO PROVIDE IN-KIND BOARD SUPPORT VALUED AT MORE THAN $2,500. DAY OF HEALTHY SMILES ON SATURDAY, APRIL 9, 2016, STAFF FROM CARLE, PARKLAND COLLEGE, SMILEHEALTHY, AND LOCAL DENTAL OFFICES WORKED TOGETHER TO TREAT MANY OF OUR COMMUNITY'S UNDERSERVED DENTAL PATIENTS AT THE ANNUAL "A DAY OF HEALTHY SMILES" EVENT. OUT OF THE MORE THAN 90 PATIENTS TREATED, MANY WERE RECIPIENTS OF MULTIPLE SERVICES, INCLUDING EXTRACTIONS, FILLINGS AND SAME-DAY DELIVERY OF PARTIALS AND FLIPPERS AT NO CHARGE TO THE PATIENT. CARLE NURSING STAFF ALSO PROVIDED SMOKING CESSATION EDUCATION TO MANY OF THOSE IN ATTENDANCE. ADDITIONAL ACCESS TO CARE PROGRAMMING PRESCRIPTION AFFORDABILITY AS A 340B PROVIDER, CARLE HAS CONTRACTED WITH CERTAIN AREA RETAIL PHARMACIES TO OFFER DISCOUNTED PRESCRIPTIONS FOR SELF-PAY PATIENTS. THOSE UNINSURED PATIENTS PURCHASING OUT-OF-POCKET PRESCRIPTIONS FROM A CONTRACTED 340B PHARMACY WILL RECEIVE DISCOUNTS THAT MAKE PRESCRIPTIONS MORE AFFORDABLE. IN 2016, 6,495 PRESCRIPTIONS WERE FILLED, AND SINCE ITS INCEPTION IN 2014, MORE THAN 18,786 PRESCRIPTIONS HAVE BEEN FILLED. NOT ONLY DOES THE PROGRAM LESSEN THE FINANCIAL BURDEN ON UNINSURED PATIENTS WITH REALIZED PRESCRIPTION DISCOUNTS, IT IMPROVES HEALTH OUTCOMES BY IMPROVING PATIENT COMPLIANCE WITH PHARMACEUTICAL THERAPY DUE TO IMPROVED AFFORDABILITY OF MEDICATIONS, AND HAS THE POTENTIAL TO REDUCE UNNECESSARY READMISSIONS AND/OR UNNECESSARY SPECIALTY VISITS DUE TO IMPROVED PATIENT COMPLIANCE WITH PRESCRIBED DRUG REGIMENS. PHYSICIAN AND ADVANCED PRACTICE PROVIDERS (APP) RECRUITMENT CARLE CONTINUES TO ACTIVELY RECRUIT NEW PROVIDERS, INCLUDING BOTH PHYSICIANS AND APPS TO INCREASE AVAILABLE CAPACITY FOR EXISTING PATIENTS AND NEW PATIENTS. CARLE HIRED 61 PROVIDERS IN 2016 10 PRIMARY CARE AND 51 SPECIALISTS AND HAS PLANS TO RECRUIT SIMILAR VOLUMES IN 2017. PRIMARY CARE INCLUDES URGENT CARE, INTERNAL MEDICINE, PEDIATRIC, GERIATRICS, FAMILY MEDICINE AND GRADUATE MEDICAL EDUCATION. HEALTHY BEGINNINGS IN 2016, CARLE BEGAN A NEW INITIATIVE THAT WILL BE LED BY THE ORGANIZATIONS VICE PRESIDENT OF COMMUNITY HEALTH AND A CARLE PHYSICIAN GROUP PEDIATRICIAN TO ADDRESS CARE FOR A SPECIFIC REGION OF OUR POPULATION IN POVERTY. CHILDREN IN POVERTY HAVE GREATER RISK OF SERIOUS HEALTH PROBLEMS, AND DATA SHOWS THE MOST SIGNIFICANT FACTOR IN A PERSON'S HEALTH AND LIFE TRAJECTORY IS NOT THE CHOICES HE OR SHE MAKES AS AN ADULT, BUT RATHER THE ENVIRONMENT IN WHICH A PERSON GROWS UP. the intent is to ADDRESS THE ROOT CAUSE OF HEALTH CONCERNS (DETERMINANTS OF HEALTH) FACING OUR COMMUNITY, AND TO ULTIMATELY IMPROVE THE FOUR AREAS OF EMPHASIS IN CARLE'S COMMUNITY BENEFIT PLAN, INCLUDING ACCESS TO CARE, BEHAVIORAL HEALTH, OBESITY AND VIOLENCE CONCERNS. IN 2016, NEARLY 600 HOURS AND MORE THAN $128,000 OF IN-KIND SUPPORT WAS SPENT ON THIS INITIATIVE FOR PLANNING AND DEVELOPMENT OF WHAT WE CAN DO TO ADDRESS THIS VITAL NEED WITHIN THIS AREA OF OUR COMMUNITY. MORE STAFF HOURS, IN-KIND SUPPORT AND PROGRAMMING WILL COME IN 2017 AND THE YEARS TO FOLLOW. ACCESS TO CARE THROUGH SUBSIDIZED SERVICES AT CARLE OVER THE YEARS, MULTIPLE CARLE INITIATIVES HAVE PROVIDED ADDITIONAL ACCESS TO CARE. BECAUSE THESE SERVICES CONTINUE TO MEET AN ENORMOUS NEED, THE PROGRAMS HAVE BEEN MAINTAINED, THOUGH SEVERAL OPERATE AT A LOSS. SOME OF THESE SUBSIDIZED SERVICES INCLUDE: COMMUNITY PARISH NURSE PROGRAM CARLE HAS ONE OF THE LARGEST PARISH NURSE GROUPS IN THE NATION, WITH 500 NURSES FROM 235 CONGREGATIONS IN 33 COUNTIES IN FOUR STATES. THE PROGRAM TRAINS NURSES FROM LOCAL CHURCHES TO EDUCATE CONGREGANTS AND ADVOCATE FOR THEIR HEALTHCARE INTERESTS. IN 2016, PARISH NURSES LOGGED MORE THAN 9,300 HOURS OF SERVICE TO THEIR CONGREGATIONS. THE GROUP ALSO DISTRIBUTED MORE THAN 1,000 VIAL OF LIFE KITS IN 2016; MORE THAN 23,000 TO DATE. CARLE BREASTFEEDING CLINIC (BFC) CERTIFIED LACTATION SPECIALISTS HAVE HELPED THOUSANDS OF WOMEN SUCCESSFULLY BREASTFEED SINCE 1997. THIS SERVICE IS FREE AND AVAILABLE TO ANY NURSING MOTHER, REGARDLESS OF WHERE SHE RECEIVES medical CARE. LOCATED AT the CARLE FOUNDATION HOSPITAL AND AT CLINICS IN CHAMPAIGN AND URBANA, THE SERVICE INCLUDES 24/7 SUPPORT WHERE BREASTFEEDING MOTHERS CAN CALL AND SPEAK TO A NURSE. IN 2016, STAFF RESPONDED TO 5,604 CALLS FOR ASSISTANCE, AND HAD 9,879 INPATIENT VISITS, 1,441 OUTPATIENT VISITS TO THE IN-HOSPITAL CLINIC, AND 4,600 VISITS TO THE TWO CARLE REGIONAL OUTPATIENT FACILITIES.* *A VISIT IS EQUAL TO 15 MINUTES WITH A LACTATION CONSULTANT, AND NOT THE TOTAL NUMBER OF INDIVIDUALS SERVED. MANY MOTHERS REQUIRE 1-4 "VISITS" IN A SITTING. PRIORITY #2: BEHAVIORAL HEALTH CARLE IS WORKING TO IMPROVE ACCESS TO BEHAVIORAL HEALTH SERVICES BY EXPANDING ITS CAPACITY AND SUPPORTING COMMUNITY PROGRAMS. CARLE FOUNDATION HOSPITAL WILL PURSUE THESE ADDITIONAL INITIATIVES TO IMPROVE BEHAVIORAL HEALTH OUTCOMES: -RECRUIT BEHAVIORAL HEALTH PROVIDERS TO ADD CAPACITY WITHIN THE COMMUNITY -SUPPORT COMMUNITY BEHAVIORAL/MENTAL HEALTH SERVICES THROUGH DONATIONS AND IN-KIND BOARD CONTRIBUTIONS -SUPPORT EDUCATION AND TRAINING OF LOCAL PROVIDERS -SUPPORT DISCUSSIONS WITH LOCAL BEHAVIORAL HEALTH PROVIDERS ABOUT EXPANDING COMMUNITY ACCESS TO THEIR SERVICES THE CHALLENGE OF ADDRESSING BEHAVIORAL HEALTH AS IN OTHER PARTS OF THE COUNTRY, BEHAVIORAL HEALTH SERVICES, IN ALL FORMS, IS A GROWING NEED IN MANY COMMUNITIES IN EAST-CENTRAL ILLINOIS. THE CHALLENGES OF MANAGING BEHAVIORAL HEALTH SERVICES ARE WELL-DOCUMENTED, INCLUDING POOR REIMBURSEMENT, A LIMITED POOL OF PROVIDERS, AND PENT-UP DEMAND AND COMPLICATIONS FROM YEARS OF FOREGONE TREATMENT. THESE CHALLENGES RESULT IN SIGNIFICANT INEFFICIENCIES IN THE BROADER HEALTH SYSTEM. BEHAVIORAL HEALTH PRESENTS, AND EVEN DEMANDS, AN OPPORTUNITY TO POOL RESOURCES AND EXPERTISE TO ADDRESS THE NEED. THIS IS DONE THROUGH COLLABORATION OF PROVIDERS, INCLUDING CARLE, ITS RURAL ALLIANCE PARTNERS AND OTHER ORGANIZATIONS, PAYORS, SUCH AS HEALTH ALLIANCE, AND OTHER POTENTIAL STAKEHOLDERS. A STEERING COMMITTEE OF PHYSICIAN AND ADMINISTRATIVE LEADERS FROM CARLE AND HEALTH ALLIANCE WILL MEET IN 2017 TO BEGIN TO EVALUATE COMMUNITY AND ORGANIZATIONAL RESOURCES AND NEEDS, ULTIMATELY PRODUCING A REPORT THAT OUTLINES OPPORTUNITIES FOR IMPROVEMENT, INVESTMENT AND FURTHER INVESTIGATION. THE CARLE BEHAVIORAL HEALTH PLANNING GROUP HAS DEVELOPED AREAS OF FOCUS SUCH AS COMMUNITY PARTNERSHIPS TO CREATE HIGH-PERFORMING NETWORKS OF CARE ACROSS MULTIPLE ORGANIZATIONS, ADDRESSING NEEDS OF PATIENTS ADMITTED TO CARLE, CARE DELIVERY MODELS AND UNDERSTANDING COST OF CARE. WITHIN EACH AREA, THE GROUP HAS DRAFTED TWO TO THREE RECOMMENDED STRATEGIES. WE ARE ANALYZING THE IMPACT THESE RECOMMENDATIONS WOULD HAVE ON VALUE-BASED CONSUMER POPULATIONS, RURAL PARTNERS AND IMPROVEMENT IN ACCESS AND FINANCIAL SUSTAINABILITY. ADDITIONAL BEHAVIORAL HEALTH PROGRAMMING PSYCHIATRY RESIDENCY IN 2016, A NEW PSYCHIATRY RESIDENCY PROGRAM AT THE UNIVERSITY OF ILLINOIS COLLEGE OF MEDICINE WAS ACCREDITED BY THE ACCREDITATION COUNCIL FOR GRADUATE MEDICAL EDUCATION. BEGINNING IN 2017, MEDICAL STUDENTS WHO HAVE RECEIVED THEIR DOCTOR OF MEDICINE DEGREE WILL BEGIN TRAININ Financial Assistance Policy (FAP) (PART V, sECT B, LINE 16a) https://carle.org/billing/financial-assistance/CFAP-policy FAP Application (Part V, Sect B, Line 16b) https://carle.org/billing/financial-assistance/CFAP-application PLAIN LANGUAGE SUMMARY OF FAP (PART V, sECT B, LINE 16C) HTTPS://CARLE.ORG/BILLING/FINANCIAL-ASSISTANCE/CFAP-PLAIN-LANG 3 CARLE THERAPY SERVICES 610 W ANTHONY DR URBANA IL 61801 PHYSICAL AND OCCUPATIONAL THERAPY CARLE SURGICENTER - DANVILLE 2300 NORTH VERMILION ST DANVILLE IL 61832 OUTPATIENT SURGERY CARLE SURGICENTER - CHAMPAIGN 1702 SOUTH MATTIS AVE CHAMPAIGN IL 61822 OUTPATIENT SURGERY 1. required descriptions EXPLANATION OF COSTING METHODOLOGY (Part I, line 7 and Part III, Line 2 & 8) 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 OCCUR. 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 INDIVIDUALS 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. COMMUNITY BUILDING EXPLANATION (Part II) 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. TOTAL, CARLE CONTRIBUTED MORE THAN $240,000 IN COMMUNITY BUILDING ACTIVITIES IN 2016. WORKFORCE DEVELOPMENT (Part II) Significant COMMUNITY BUILDING EFFORTS, NEARLY $96,000, WERE FROM HEALTH CARE MENTORING PROGRAMS AND JOB SHADOWING. CARLES 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. A TOTAL OF 196 PEOPLE SHADOWED VARIOUS STAFF AT BOTH the CARLE FOUNDATION HOSPITAL AND CARLE PHYSICIAN GROUP IN 2016. THE HOSPITAL ALONE ACCOUNTED FOR 2,373 HOURS AS COMMUNITY BENEFIT, WHICH IS A CONSERVATIVE CALCULATION OF 50% OF THE TOTAL NUMBER OF HOURS SPENT WITH A SUPERVISOR. ECONOMIC DEVELOPMENT (Part II) ANOTHER LARGE PORTION OF CARLES COMMUNITY-BUILDING ACTIVITIES ($66,224) 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 $56,000 IN CASH DONATIONS, LEADERSHIP PROVIDED IN-KIND SUPPORT BY SERVING ON BOARDS FOR THE CHAMPAIGN COUNTY CHAMBER OF COMMERCE AND THE ECONOMIC DEVELOPMENT CORPORATION. COMMUNITY SUPPORT / EMERGENCY MANAGEMENT (SHARED SERVICES; GRANT FUNDS) (Part II) EMERGENCY MANAGEMENT CONTINUED TO BE A PRIORITY OF the CARLE FOUNDATION HOSPITAL, AND INITIATIVES IN THIS AREA INCLUDE TRAINING THE FACulty 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. 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. CARLE CONTINUED PREPARATIONS TO ADDRESS EBOLA VIRUS NEEDS IN COLLABORATION WITH LOCAL, COUNTY, STATE AND FEDERAL AGENCIES, INCLUDING PREPARATIONS TO TREAT ANY PERSON WHO MIGHT BE CARRYING THE EBOLA VIRUS OR ANY OTHER HIGHLY-CONTAGIOUS DISEASE. IN 2015, CARLE BUILT A TWO-PERSON ISOLATION SUITE TO HOUSE EBOLA PATIENTS AWAY FROM THE GENERAL HOSPITAL POPULATION. A DEDICATED EBOLA CARE TEAM TRAINED AND DRILLED FOR POTENTIAL EBOLA SCENARIOS SEVERAL TIMES THROUGHOUT 2016, ACCOUNTING FOR MORE THAN $25,000 OF IN-KIND SERVICES AND SUPPLIES DEVOTED TO EBOLA VIRUS TRAINING AND PREPARATION. CARLE IS CURRENTLY AN IDPH-DESIGNATED EBOLA ASSESSMENT CENTER WITH PLANS TO BECOME THE STATES DOWNSTATE EBOLA TREATMENT CENTER. 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 PUT TOWARDS REGIONAL PROJECTS FOR EMERGENCY MANAGEMENT WITHIN THE COMMUNITY. FOR THE PAST TWO YEARS, THOSE EXTRA FUNDS HAVE BEEN CONSIDERED "REGIONAL COALITION FUNDS", AND ARE OVERSEEN BY THE EMERGENCY MANAGEMENT DIRECTOR FOR USE IN THE REGION. IN 2016, CARLE OVERSAW THE ALLOCATION OF MORE THAN $149,000 OF GRANT FUNDS TO COMMUNITY BENEFIT PROGRAMMING IN THE REGION, INCLUDING: -$27,200: ACTIVE SHOOTER AWARENESS AND TRAINING, INCLUDING $20,000 FOR BLEEDING CONTROL KITS FOR ALL SCHOOLS IN REGION SIX (PER REGION SIX TRAUMA COMMITTEE), $5,200 FOR BLEEDING CONTROL TRAINING KITS, AND $2,000 FOR THE ONE-DAY ACTIVE SHOOTER AWARENESS COURSE TO LOCAL AND REGIONAL BUSINESSES, SCHOOLS, EMS AND HOSPITALS -$23,000: EXPIRED POWERED AIR-PURIFYING RESPIRATOR (PAPR) HOODS FOR REGIONAL HOSPITALS -$12,000: EVACUATION DEVICES FOR REGIONAL HOSPITALS -$6,000: SUPPLIES AND EQUIPMENT FOR A MOBILE MASS MEDICAL DISPENSING TRAILER (PER IROQUOIS COUNTY PUBLIC HEALTH DEPARTMENT) -$800: CDC WORKSHOP ON EMERGENCY PREPAREDNESS AND THE LAW 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 ORGANIZATIONS FINANCIAL ASSISTANCE POLICY. 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 (cfh) 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 A MEDICARE SHORTFALL IN ALL OF OUR COMMUNITY BENEFIT RELATED REPORTS. IN 2016, MEDICARE COSTS WERE COVERED. HOWEVER, WHEN THERE IS A SHORTFALL, WE DO BELIEVE THIS IS A COMMUNITY BENEFIT BECAUSE, AS A HOSPITAL, cfh is augmenting these government fuding 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. PART III, SECTION C, LINE 9B THE CARLE FINANCIAL ASSISTANCE PROGRAM (CFAP) PROVIDES DISCOUNTED OR FREE CARE TO THOSE WHO NEED IT. WITH THIS, 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 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 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 APPLI 2. NEEDS ASSESSMENT (PART VI, LINE 2) the CARLE FOUNDATION HOSPITAL USED EXISTING DATA, INFORMAL DISCUSSIONS, AND A COMPREHENSIVE QUALITATIVE COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA). USING THE MOBILIZING FOR ACTION THROUGH PLANNING AND PARTNERSHIP (MAPP) MODEL, A COMMUNITY-BASED MODEL THAT NECESSITATES COMMUNITY ENGAGEMENT AT ALL LEVELS. WE ASSESSED THE CURRENT HEALTH STATUS OF THE COMMUNITY, IDENTIFIED NEEDS, AND CREATED A COMPREHENSIVE COMMUNITY HEALTH IMPROVEMENT PLAN BY ACQUIRING INPUT FROM COMMUNITY PARTNERS, PLANNERS, ELECTED OFFICIALS AND RESIDENTS. OVER 60 INDIVIDUALS REPRESENTING MORE THAN 30 AGENCIES ACROSS CHAMPAIGN COUNTY CONTRIBUTED TO THIS PROCESS; FURTHER, WE SURVEYED OVER 1,000 RESIDENTS THROUGH SURVEYS, FOCUS GROUPS AND COMMUNITY MEETINGS. WHILE THERE ARE A NUMBER OF ADDITIONAL NEEDS AS IDENTIFIED BY DATA AND INPUT FROM COMMUNITY LEADERS, THE FOLLOWING FOUR HEALTH AREAS WERE SELECTED AS TOP PRIORITIES: 1. ACCESS TO CARE 2. BEHAVIORAL HEALTH 3. OBESITY 4. VIOLENCE IN 2016, OUR COMMUNITY BENEFIT PLAN REFLECTED THE THIRD OF A THREE-YEAR PLAN AND PRIMARILY ADDRESSES NEEDS IDENTIFIED IN THE CHAMPAIGN-URBANA AREA. IT ALSO INCLUDES COMMUNITY BUILDING ACTIVITIES, AS WELL AS RESEARCH AND EDUCATION INITIATIVES-ALL OF WHICH ARE REVIEWED AND CONFIRMED THROUGH THE ANNUAL BUDGETING PROCESS. CARLE PAID $20,000 FOR ITS PORTION OF THE REGIONAL COMMUNITY HEALTH PLAN COORDINATORS SALARY, A POSITION HOUSED AT CHAMPAIGN URBANA PUBLIC HEALTH DISTRICT. THIS PERSON IS RESPONSIBLE FOR COORDINATING IMPLEMENTATION EFFORTS ACROSS THE COMMUNITY FOR THE COMMUNITY HEALTH NEEDS ASSESSMENT, WHICH IS CRITICAL TO MAKING SURE NEEDS ARE BEING ADDRESSED. 3. PATIENT EDUCATION OF ELIGIBILITY FOR ASSISTANCE (PART VI, LINE 3) CARLE IS ACUTELY AWARE OF THE NEED FOR ACCESS TO CARE, MAKING THAT A MAINSTAY OF OUR COMMUNITY BENEFIT EFFORTS, WITH A STRONG FINANCIAL ASSISTANCE PROGRAM BASED ON A PHILOSOPHY OF DOING THE RIGHT THING FOR THE COMMUNITY AND PATIENTS AND BALANCED BY A CAREFUL STEWARDSHIP OF THE COMMUNITYS RESOURCES. BY 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 THERES ANY REASON TO BELIEVE THE PATIENT COULD BENEFIT FROM FINANCIAL ASSISTANCE. the 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 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 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 4. COMMUNITY INFORMATION (PART VI, LINE 4) Carles service area is generally defined as east central Illinois, including all or parts of more than 25 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 and other counties where Carle has a thriving presence. Our reach extends into 14 adjoining, rural Illinois counties. These areas comprise nearly 50% of the Carle service areas population of about 1.3 million residents. Pockets of extreme poverty exist throughout this region. The programs within our 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 our community benefit program has long been established. The Carle Foundation Hospital serves as the regions only Level I Trauma Center and Level III Neonatal Intensive Care Unit. As provider of the regions perinatal services, Carle provides care to patients who live throughout the geographic area extending from Kankakee, Illinois in the north to the southern-most tip of Illinois, and spanning from as far west as Decatur, Illinois and east into western Indiana. For the purposes of the Carle Financial Assistance Program, coverage encompasses this entire region 40 counties in Illinois and Indiana. 5. PROMOTION OF COMMUNITY HEALTH (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 OUR COMMUNITIES TO MEET IDENTIFIED HEALTH NEEDS WHICH CONTRIBUTE TO THE OVERALL WELL-BEING OF THE RESIDENTS OF THE COMMUNITIES WE SERVE. 6. AFFILIATED HEALTH CARE SYSTEM (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. 7. STATE FILING OF COMMUNITY BENEFIT REPORT (PART VI, LINE 7) IL true UNIVERSITY OF ILLINOIS 505 S MATHEWS AVE URBANA IL 61801 376000511 501(c)(3) 1267424 SCHOLARSHIPS & SPONSORSHIPS UNITED WAY OF CHAMPAIGN COUNTY 404 W CHURCH ST CHAMPAIGN IL 61820 370662519 501(c)(3) 419079 Campaign PARKLAND COLLEGE FOUNDATION 2400 WEST BRADLEY CHAMPAIGN IL 61821 370892090 501(c)(3) 260000 Scholarships & Sponsorships THE KIRBY FOUNDATION 1000 MEDICAL CENTER DR MONTICELLO IL 61856 061836473 501(c)(3) 27500 OPERATIONS & FACILITIES CHAMPAIGN COUNTY CHAMBER OF COMMERCE 303 W KIRBY AVE CHAMPAIGN IL 61820 371269310 501(c)(6) 12925 ANNUAL CONTRIBUTION VERMILION ADVANTAGE 28 W NORTH ST DANVILLE IL 61801 370238000 501(c)(6) 8250 MEMBERSHIP, PROGRAM SUPPORT CHAMPAIGN COUNTY HEALTH CARE CONSUMERS 44 E MAIN ST STE 208 CHAMPAIGN IL 61820 371073411 501(c)(6) 111330 PROGRAM SUPPORT CHAMPAIGN COUNTY ECONOMIC DEVELOPMENT CORP 1817 SOUTH NEIL ST CHAMPAIGN IL 61820 371200848 501(c)(3) 21000 PROGRAM SUPPORT CHAMPAIGN URBANA SCHOOLS FOUNDATION 3358 BIG PINE TRAIL C CHAMPAIGN IL 61822 371273798 501(c)(3) 13950 PROGRAM SUPPORT 6 3 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. false true false false false false false true false KENNETH ARONSON MD SECRETARY OF BOARD 0 362807 0 22464 0 23260 0 21480 0 13246 0 443257 0 0 URETZ OLIPHANT MD TRUSTEE & PHYSICIAN 0 625990 0 2223 0 9121 0 16180 0 13844 0 667358 0 0 PAUL TENDER MD term 9116 TRUSTEE & PHYSICIAN 0 439178 0 13686 0 4148 0 21480 0 12820 0 491312 0 0 JAMES C LEONARD MD EX-OFFICIO, PRESIDENT & CEO 0 1220394 0 375771 0 414743 0 462601 0 5370 0 2478879 0 376469 JOHN SNYDER EXEC VP & COO 0 797762 0 168392 0 270934 0 268423 0 12693 0 1518204 0 232667 DENNIS HESCH EXEC VP & CFO 0 656169 0 146042 0 195959 0 226314 0 22883 0 1247367 0 164751 MATTHEW GIBB MD EXEC VP & CMO 0 587706 0 129834 0 10186 0 196912 0 8087 0 932725 0 0 LYNETTE BARNES COO-CFH, SVP-WOMEN'S HEALTH 0 311464 0 57598 0 94572 0 96733 0 0 0 560367 0 67310 LAURENCE FALLON EXEC VP-LEGAL AFFAIRS & HR 0 500157 0 115258 0 145047 0 173433 0 20694 0 954589 0 117672 BLAIR ROWITZ MD MED DIR- SURGICAL SERVICES 0 690427 0 35978 0 21524 0 21480 0 19161 0 788570 0 0 MALEC MOKRAOUI MD MED DIR- HVI 0 597141 0 36590 0 34527 0 21480 0 8880 0 698618 0 0 ANDY ARWARI MD MED DIR- HOSPITAL MEDICINE 0 522172 0 22464 0 12319 0 21480 0 19394 0 597829 0 0 PAMELA BIGLER SVP-NURSING & CNO 0 292058 0 55286 0 100173 0 92120 0 14298 0 553935 0 74154 DAWN WALDEN VP-REVENUE CYCLE OPS 0 248886 0 33771 0 51987 0 67926 0 19633 0 422203 0 45907 MATTHEW KOLB VP-NEURO & HVI 0 225043 0 30065 0 5266 0 59995 0 23550 0 343919 0 0 JULIANNA SELLETT VP-COMMUNITY HEALTH 0 188886 0 27986 0 33749 0 55352 0 25002 0 330975 0 10762 CALEB MILLER VP-SURGICAL & DIAG SVCS 0 186646 0 24053 0 12389 0 49482 0 23619 0 296189 0 0 LINDA FRED INPT PHARM DIRECTOR 183293 0 17852 0 1897 0 16302 0 21743 0 241087 0 0 0 JOEL LOVE PHYSICIST 192041 0 450 0 1807 0 15619 0 22839 0 232756 0 0 0 KHANDAKER ISLAM PHYSICIST 172885 0 450 0 846 0 13630 0 20706 0 208517 0 0 0 MATTHEW PIKE PHARMACIST-INPT RX 163709 0 625 0 235 0 12860 0 21541 0 198970 0 0 0 VIJAY BAVDA PHARMACIST-INPT RX 157625 0 474 0 5476 0 12424 0 11253 0 187252 0 0 0 R BRUCE WELLMAN MD EX-OFFICIO, CEO OF CPG-FORMER 0 294598 0 0 0 328648 0 21480 0 7351 0 652077 0 299361 STEPHANIE BEEVER KEY EMPLOYEE - FORMER 0 368961 0 69343 0 146054 0 116227 0 18399 0 718984 0 116495 JOSEPH BARKMEIER MD KEY EMPLOYEE - FORMER 0 267283 0 36340 0 123954 0 77441 0 12122 0 517140 0 116663 CORA E MUSIAL PHD MD SEC/TREAS OF BOARD - FORMER 0 139623 0 0 0 1727 0 10351 0 0 0 151701 0 0 SUPPLEMENTAL COMPENSATION INFORMATION SCHEDULE J, PART I, QUESTION 3 THE BOARD OF TRUSTEES OF THE CARLE FOUNDATION, THE PARENT COMPANY 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 COMPENSATION DECISIONS IN ADVANCE OF THEIR IMPLEMENTATION AND DOCUMENTS ITS DETERMINATIONS AND DISCUSSIONS. -THE COMPENSATION COMMITTEE USES 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 REPORTS DIRECTLY TO THE COMPENSATION COMMITTEE. FORM 990, SCHEDULE J, PART I, QUESTION 4B THE 2016 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 JOSEPH BARKMEIER, MD, LYNETTE BARNES, STEPHANIE BEEVER, PAMELA BIGLER, LAURENCE FALLON, MATTHEW GIBB, MD, DENNIS HESCH, MATTHEW KOLB, JAMES LEONARD, MD, CALEB MILLER, JULIANNA SELLETT, JOHN SNYDER, AND DAWN WALDEN. THE 2016 PAYMENTS FROM THE 457(F) PLAN WERE MADE TO JOSEPH BARKMEIER, MD ($116,663), LYNETTE BARNES ($67,310), STEPHANIE BEEVER ($116,495), PAMELA BIGLER ($74,154), LAURENCE FALLON ($117,672), DENNIS HESCH ($164,751), JAMES LEONARD, MD ($376,469), JULIANNA SELLETT ($10,762), JOHN SNYDER ($232,667), DAWN WALDEN ($45,907), AND R. BRUCE WELLMAN, MD ($299,361). 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. JEANETTE GIBB FAMILY MEMBER OF OFFICER 55772 EMPLOYMENT false SUZANNE RODAWIG FAMILY MEMBER OF TRUSTEE 39454 EMPLOYMENT false RELATIONSHIP BETWEEN INTERESTED PERSON AND THE ORGANIZATION FORM 990, SCHEDULE L, PART IV, COLUMN D SUZANNE RODAWIG IS AN EMPLOYEE OF THE CARLE FOUNDATION HOSPITAL AND HAS A FAMILY RELATIONSHIP WITH J. MICHAEL MARTIN WHO SERVES AS TRUSTEE OF THE HOSPITAL'S BOARD OF DIRECTORS. JEANETTE GIBB IS AN EMPLOYEE OF THE CARLE FOUNDATION HOSPITAL AND HAS A FAMILY RELATIONSHIP WITH MATTHEW GIBB, MD WHO SERVES AS AN OFFICER FOR THE HOSPITAL. X 330 467762 Cost false true false SCHEDULE M, PART I, COLUMN B COLUMN B IS THE NUMBER OF CONTRIBUTIONS. SCHEDULE M, PART I, LINE 25 DESCRIPTION OF OTHER PROPERTY REFRESHMENTS FOR SUPPORT GROUPS AND NOURISHMENT STATIONS, MAGAZINES, FACILITY RENTAL FEES. MEDICAL EQUIPMENT: EKG MACHINE FOR FRANCeS NELSON HEALTH CENTER, COOLER BAGS FOR BREASTFEEDING WOMEN, GURNEYS, LYMPHEDEMA EARLY DETECTION DEVICE, BLOOD PRESSURE MONITORS AND CUFFS AND SCALES FOR HEART FAILURE PATIENTS, BOOKS FOR prescription TO READ PROGRAMS, OPEN HEART DISCHARGE BAGS, VISION SCREENING SYSTEMS, BACKPACKS, SPEAKER EXPENSES/FOOD/MARKETING FOR COMMUNITY DIABETES EDUCATION EVENT, AND AN INFANT MEMORIAL GARDEN. THE CARLE DEVELOPMENT FOUNDATION IS THE SOURCE OF ALL THESE CONTRIBUTIONS AND HAS A POLICY THAT MANDATES REVIEW OF ANY NON-STANDARD CONTRIBUTION. 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 GUY HALL (CHAIR OF BOARD), DONNA GREENE (IMMEDIATE PAST CHAIR), J. MICHAEL MARTIN (TRUSTEE), KENNETH ARONSON, MD (SECRETARY OF BOARD), PAUL TENDER, MD (TRUSTEE), JAMES C. LEONARD, MD (EX-OFFICIO), BRENDA TIMMONS (VICE CHAIR OF BOARD) AND KARL APPELQUIST (TRUSTEE) HAD A BUSINESS RELATIONSHIP. J. MICHAEL MARTIN (TRUSTEE), JAMES C. LEONARD, MD (EX-OFFICIO), MATTHEW GIBB, MD (OFFICER) AND JOHN SNYDER (OFFICER) HAD A BUSINESS RELATIONSHIP. JAMES C. LEONARD, MD (EX-OFFICIO), JOHN SNYDER (OFFICER), DENNIS HESCH (OFFICER), MATTHEW GIBB, MD (OFFICER) AND LAURENCE FALLON (KEY EMP) HAD A BUSINESS RELATIONSHIP. JOHN SNYDER (OFFICER) AND DENNIS HESCH (OFFICER) HAD A BUSINESS RELATIONSHIP. FORM 990, PART VI, QUESTION 4 THE CARLE FOUNDATION HOSPITAL AMENDED AND RESTATED ITS BYLAWS ON DECEMBER 9, 2016. THE AMENDED AND RESTATED BYLAWS CONTAIN THE FOLLOWING SIGNIFICANT CHANGES: - ADDED THE SPECIFIC PURPOSE THAT THE CORPORATION WILL PROVIDE CONTINUING EDUCATION TO THOSE DEFINED IN THE MEDICAL STAFF BYLAWS OF THE CARLE FOUNDATION HOSPITAL; - UPDATED QUALIFICATIONS OF TRUSTeES TO SPECIFY THAT NO ACTIVELY PRACTICING LICENSED PHYSICIAN, LICENSED DENTIST, OR OTHER LICENSED HEALTH CARE PROFESSIONAL, SHALL BE ELECTED AS A HOSPITAL TRUSTEE IF SUCH ELECTION WOULD RESULT IN HOSPITAL TRUSTEES WHO ARE ACTIVELY PRACTICING LICENSED PHYSICIANS, licensed dentists, or other licensed health care professionals comprising more than thirty percent (30%) of all of the Hospital Trustees; - REMOVED THE FOLLOWING PROVISION: THE CHAIR OF THE CARLE FOUNDATION BOARD OF TRUSTEES FROM TIME TO TIME IN OFFICE SHALL SERVE AS AN EX-OFFICIO, VOTING MEMBER OF THE HOSPITAL BOARD OF TRUSTEES. THE CHAIR OF THE CARLE FOUNDATION BOARD OF TRUSTEES ALSO SHALL SERVE EX-OFFICIO AS THE CHAIR OF THIS CORPORATION AND HAVE SUCH OTHER PRIVILEGES AND RESPONSIBILITIES AS ARE PRESCRIBED BY OR IN ACCORDANCE WITH THESE BYLAWS; - ADDED A PROVISION FOR REMOVAL OF A TRUSTEE; EXCEPT FOR ANY EX-OFFICIO TRUSTEE, ANY HOSPITAL TRUSTEE MAY BE REMOVED AT ANY TIME WITH OR WITHOUT CAUSE BY THE SOLE MEMBER OF THE CORPORATION. IN THE EVENT OF A VACANCY IN THE OFFICE OF AN EX-OFFICIO TRUSTEE, THE SUCCESSOR WILL BE IDENTIFIED IN ACCORDANCE WITH SECTION 2(I) OF THIS ARTICLE IV; AND - REMOVED the PROVISION THAT THE CHIEF MEDICAL OFFICER WILL BE AN OFFICER OF THE CORPORATION. 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 sole member of the corporation shall have such rights and powers as are provided for in the articles and these bylaws and the laws of the state of Illinois, including, but not limited to, the exclusive power: to elect trustees, each of whom shall be referred to as a hospital trustee, to serve on the hospital board of trustees and to remove such hospital trustees form office at any time and for any reason; to amend the articles and these bylaws; to authorize the corporation to make any previously non-budgeted expenditure or sale in excess of the authorized spending authority of the President/chief executive officer of the carle foundation (the president/ceo) as described in the financial policies of the carle foundation (the excess of any proposed expenditure over the previously approved budgeted amount shall be deemed a non-budgeted expenditure); to adopt any annual or long term capital or operational budgets; to approve the addition of any new member and any dissolution, merger, consolidation, or sale or other disposition or encumbrance of all or substantially all of the assets of the corporation or any disposition of real property or relocation of the corporation, any subsidiary and/or affiliate; to organize or a acquire, or authorize or approve the organization or acquisition of, any subsidiary or affiliate of the corporation; to approve any loan to or for the corporation or any other incurrence of indebtedness by or in the name of the corporation; to pledge all or any part of the corporations assets as security for a debt, liability or other obligation of the corporation, subsidiary and/or any affiliate of the corporation; to authorize the corporation, subsidiary or affiliate to enter into any contract or engage in any transaction or activity, whether or not involving a capital expenditure, which requires application to the Illinois Health Facilities and services review board for a permit or certificate of need; and to approve payment to the members of the hospital board of trustees of their expenses, if any, for attendance at the meetings of the hospital board of trustees or any sums as compensation for attendance at such meetings or as stated salary for services as trustees. 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 COMPENSATION DECISIONS IN ADVANCE OF THEIR IMPLEMENTATION AND DOCUMENTS ITS DETERMINATIONS AND DISCUSSIONS. *THE COMPENSATION COMMITTEE USES 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 REPORTS DIRECTLY 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 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. 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. 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. EQUITY TRANSFERS (TO)/FROM AFFILIATES - (196,347,543) ROUNDING - (1) ------------- NET OTHER CHANGES IN NET ASSETS OR FUND BALANCES - (196,347,544) ============= FORM 990, PART XII, LINES 2A, B, C AND PART IV, LINES 12,12A THE FINANCIAL STATEMENTS FOR THE CARLE FOUNDATION HOSPITAL WERE audited 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 618012595 370673465 PARENT/INVMGT IL 501C(3) 12c, III-FI NA false THE CARLE DEVELOPMENT FOUNDATION 611 W PARK ST URBANA IL 618012595 371159978 FUNDRAISING IL 501C(3) 7 TCF true CARLE HEALTH CARE INCORPORATED 611 W PARK ST URBANA IL 618012595 371140016 VAR MED SVCS IL 501C(3) 10 TCF true CARLE RETIREMENT CENTERS INC 611 W PARK ST URBANA IL 618012595 371160033 RTRMT LIVING IL 501C(3) 10 TCF true CARLE COMMUNITY HEALTH CORPORATION 611 W PARK ST URBANA IL 618012595 364458371 FDN MISSION IL 501C(3) 12a, Type I TCDF true HOOPESTON COMMUNITY MEMORIAL HOSPITAL 701 E ORANGE ST HOOPESTON IL 609421801 363637465 HOSPITAL SERV IL 501C(3) 3 TCF true champaign surgicntr 611 w park st urbana IL 60625 201915925 surgical ctr IL na n/a HEALTH SYSTEMS INSURANCE LIMITED governors sq 2nd fl bldg 3 grand cayman CJ ky1-1102 CJ NA C CORP true CARLE RISK MANAGEMENT COMPANY 611 W PARK ST URBANA IL 618012595 371217973 RISK MANAGEMENT IL TCFH C CORP 1472914 118958 1.00000 true EVALIDATA INC 611 W PARK ST URBANA IL 618012595 462022658 PHYS CREDENTIALS IL TCFH C CORP 366434 35257 1.00000 true CHA HOLDING INC 301 S VINE ST URBANA IL 61801 471854275 HOLDING COMPANY IL NA C CORP true CARLE HOLDING COMPANY INC 611 W PARK ST URBANA IL 618012595 371188284 HOLDING COMPANY IL NA C CORP true HEALTH ALLIANCE MEDICAL PLANS INC 301 S VINE ST URBANA IL 61801 371260731 HEALTH COVERAGE IL NA C CORP true HEALTH ALLIANCE CONNECT INC 301 S VINE ST URBANA IL 61801 464796891 HEALTH CARE COORD IL NA C CORP true HEALTH ALLIANCE NORTHWEST HOLDING 820 N CHELAN AVE WENATCHEE WA 98801 461717578 HOLDING COMPANY 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 301 S VINE ST URBANA IL 61801 371354502 HEALTH COVERAGE IL NA C CORP true false false true false false false false false false false true true true false false true true true false CARLE COMMUNITY HEALTH CORPORATION c 2618160 ACCRUAL CARLE DEVELOPMENT FOUNDATION c 1044944 ACCRUAL CARLE HEALTH CARE INCORPORATED m 9607630 ACCRUAL HEALTH ALLIANCE MEDICAL PLANS inc l 124877660 ACCRUAL CARLE HEALTH CARE INCORPORATED l 1850177 ACCRUAL HEALTH ALLIANCE CONNECT inc l 74361839 ACCRUAL CARLE HEALTH CARE INCORPORATED r 708909 ACCRUAL CARLE HEALTH CARE INCORPORATED p 632257 ACCRUAL HOOPESTON COMMUNITY MEMORIAL HOSPITAL l 546561 ACCRUAL HOOPESTON COMMUNITY MEMORIAL HOSPITAL m 68258 ACCRUAL HOOPESTON COMMUNTIY MEMORIAL HOSPITAL r 2094672 ACCRUAL HEALTH SYSTEMS INSURANCE LIMITED m 1155767 ACCRUAL champaign surgicenter llc r 702694 accrual Schedule R, Supplemental Information SCHEDULE R, PART II CARLE HEALTH CARE INCORPORATED PRIMARY ACTIVITY: EMERGENCY TRANSPORT, DAY CARE, PHYSICIAN SERVICES.