2025-11-15T13:40:39+00:00 2024-12-31 346565596 ERNST & YOUNG US LLP 835 N COLLEGE AVENUE INDIANAPOLIS IN 46202 990 2024-01-01 850682363 Carle BroMenn Medical Center CARL 2173833311 611 W PARK STREET URBANA IL 61801 Dennis Hesch Exec VP & CFO 2173833311 2025-11-15 true true Jennifer D Rhoderick P00395735 3176817000 2025-11-13 2024 2025-03-06 01:10:19Z Carle Health BroMenn Medical Center DENNIS HESCH EXEC VP & CFO 611 W PARK STREET URBANA IL 61801 267605947 false X WWW.CARLE.ORG X 2020 IL to be the trusted partner in all healthcare decisions and improve health by providing highly accessible, world-class care and services. 11 7 1640 557 3552959 0 512651 340997 243430368 260411126 0 28023 6669594 6600577 250612613 267380723 108309 38820 0 0 100843960 107327036 0 0 0 141853818 137083292 242806087 244449148 7806526 22931575 68938847 65959701 6313838 10000150 62625009 55959551 TO BE THE TRUSTED PARTNER IN ALL HEALTHCARE DECISIONS AND IMPROVE HEALTH BY PROVIIDNG HIGHLY ACCESSIBLE, WORLD-CLASS CARE AND SERVICES. false false 194258855 38820 261744485 CARLE BROMENN MEDICAL CENTER ("CBMC") IS A TAX-EXEMPT ILLINOIS NOT-FOR-PROFIT CORPORATION ESTABLISHED FOR THE PURPOSE OF OPERATING A HOSPITAL AND CONDUCTING PATIENT CARE RELATED ACTIVITIES. THE HEALTHCARE LEADER IN MCLEAN COUNTY, ILLINOIS, CBMC PROVIDES WORLD-CLASS CARE IN NEUROLOGY, CARDIOLOGY, ORTHOPEDICS, OBSTETRICS, BEHAVORIAL HEALTH SERVICES, AND MORE. CBMC IS ALSO A TEACHING FACILITY OFFERING RESIDENCY PROGRAMS IN NEUROSURGERY, NEUROLOGY, FAMILY MEDICINE, AND CLINICAL PASTORAL EDUCATION. CBMC IS A 200 BED HOSPITAL LOCATED AT 1304 FRANKLIN AVENUE, NORMAL, IL PROVIDING A RANGE OF ANCILLARY AND SUPPORT SERVICES. CBMC IS ACCREDITED BY DNV GL HEALTHCARE AND HAS ACHIEVED MAGNET DESIGNATION, THE NATION'S HIGHEST DESIGNATION FOR NURSING CARE. CBMC MAINTAINS ACCREDITATIONS AS A LEVEL II TRAUMA CENTER, CHEST PAIN CENTER, PRIMARY STROKE CENTER AND LEVEL II PERINATAL CENTER, AND IS IPDH EMERGENCY DEPARTMENT APPROVED FOR PEDIATRICS. CBMC CONTINUES OVER 125-YEAR HISTORY OF PROVIDING CHARITABLE, NOT-FOR-PROFIT HOSPITAL CARE FOR BLOOMINGTON-NORMAL, AND THEIR SURROUNDING COMMUNITY. THIS HISTORY BEGAN WITH DEACONESS HOSPITAL, WHICH WAS FORMED IN 1896 AND WHICH LATER CHANGED ITS NAME TO BROKAW HOSPITAL, AND THEN TO BROMENN MEDICAL CENTER AFTER A MERGER WITH MENNONITE HEALTH CARE ASSOCIATION. IN 2010, THE HOSPITAL AND ITS SISTER HOSPITAL, EUREKA HOSPITAL, MERGED INTO ADVOCATE HEALTH AND HOSPITAL CORPORATION (ADVOCATE) AND WAS OPERATED AS A DIVISION OF ADVOCATE, UNTIL JULY 1, 2020 WHEN ACQUIRED BY CARLE HEALTH. FOR 2024, CBMC HAD APPROXIMATELY 278,982 INPATIENT AND OUTPATIENT VISITS WITH APPROXIMATELY 31,034 EMERGENCY DEPARTMENT VISITS AND 1,363 BIRTHS. 194258855 true true false true false false false false false false true false false false false true false true false false false false false false false false true true true false true false false false false false false false false false false false false false false false true true true false false true 55 0 true 1640 true true true false false false false false false false false false false false X 11 7 true false false false true true true true true false false false true true true true true true false false false false IL X X DENNIS HESCH EXEC VP & CFO 2173833311 611 W PARK STREET URBANA IL 61801 Andrea Kane MD Vice Chair 4.0 37.5 X X 0 509394 58712 Charles Dennis MD Secretary/Treasurer 1.3 0.2 X X 0 149771 945 Ron Greene Chair 0.4 0.8 X X 0 0 0 Brandon Bressner Board Member 1.2 0.2 X 0 0 0 Christopher Hughes MD Board Member // Physician 0.1 39.9 X 0 513331 58450 Jeffrey Hoschek MD Board Member 1.0 2.0 X 0 0 0 Jennifer Vance Board Member 1.2 0.2 X 0 0 0 Jerome Oakey MD Board Member // Physician 38.0 2.0 X 0 1191412 59394 Judy Neubrander EDD FNP-BC Board Member 0.8 0.2 X 0 0 0 Kathy Yoder DNP Board Member 1.0 2.0 X 0 0 0 Sue Strayer MD Board Member 1.0 2.0 X 0 0 0 Colleen Kannaday Officer - President, Carle Health - Central Region 18.0 22.0 X 0 673013 189557 Dennis Hesch Officer - EVP, Chief Finance & Strategy Officer 2.0 38.0 X 0 1175110 332566 James C Leonard MD Officer - President & CEO 0.5 39.5 X 0 2298226 50256 Matthew Kolb JD MHA Officer - President, Carle Health Regions // EVP, Chief Operating Officer 1.0 39.0 X 0 1418629 333703 Napoleon Knight MD MBA Officer - EVP, Chief Medical Officer 1.0 39.0 X 0 1091552 41194 Amanda Smith VP, BroMenn & Eureka Ambulatory Care 36.0 4.0 X 0 275353 60516 Brandi Sweeney VP, Finance - Central Region 12.0 28.0 X 0 213243 35423 Brook Fisher Director, Revenue Cycle Denials 3.0 37.0 X 0 172633 43126 John Wieland MD Associate Chief Medical Officer, BroMenn & Eureka 36.0 4.0 X 0 619107 57598 Lauren Schmid MBA EVP, Chief Human Resources Officer 1.0 39.0 X 0 878588 105168 Linda Fred VP, Pharmacy Services 3.0 37.0 X 0 322881 73860 Nicholas Crompton VP, Construction & Facility Services 1.0 39.0 X 0 303209 84556 Jeffrey Kuska Clinical Pharmacist 40.0 0.0 X 225850 0 32512 Jennifer Woodward Director, Pharmacy Services 40.0 0.0 X 245549 0 17619 Katie While Registered Nurse - BMC CRU 40.0 0.0 X 253971 0 17379 Kevin Wonsowski Retail Pharmacy Manager 40.0 0.0 X 232587 0 34044 Matthew Loy Clinical Pharmacist 40.0 0.0 X 214132 0 40727 Laurie Round Former Key Employee 0.0 40.0 X 0 281374 7014 Uretz Oliphant MD Former Officer 0.0 40.0 X 0 131034 7632 1172089 12217860 1741951 207 true true false QUEST DIAGNOSTICS PO BOX CHICAGO IL 606775460 LAB SERVICES 991685 PERFUSION SOLUTION PO BOX BELOIT WI 535121200 PATIENT CONTRACT SERVICES 569343 STRYKER MULIT-YEAR CONTRACTS 1941 STRYKER WAY PORTAGE MI 49002 FACILITY INSTALLATION SERVICES 567034 ORTHOPEDIC CALL COVERAGE PLLC 1111 TRINITY LANE SUITE 111 BLOOMINGTON IL 617048112 PHYSICIAN STAFFING 452250 TECH ELECTRONICS 417 OLYMPIA DRIVE BLOOMINGTON IL 61704 ELECTRONIC SERVICES AGREEMENTS 408284 22 340997 2025 340997 Patient Service Revenue 621110 260411126 260411126 0 0 0 0 260411126 0 0 253247 225224 0 28023 28023 28023 772629 772629 772629 PHARMACY INCOME 446110 3330413 3330413 MANAGEMENT FEE REVENUE 900099 222546 222546 Cafeteria Revenue 722514 941630 941630 1333359 1333359 0 0 5827948 267380723 261744485 3552959 1742282 38820 38820 86103028 80697668 5405360 4843782 4526551 317231 9963362 9236345 727017 6416864 5951982 464882 92531 92531 11804482 11424472 380010 0 37 37 2682505 2296197 386308 547135 445221 101914 8363578 5212477 3151101 286617 265116 21501 39368 38420 948 5864929 5361812 503117 2201113 9291 2191822 Internal Management Fees 51273946 17605998 33667948 PATIENT CARE SUPPLIES 43274740 43274740 PROVIDER ASSESSMENT TAX & OTHER TAXES 9523009 6948295 2574714 Non-Physician Recruitment 718092 686217 31875 411210 239196 172014 0 244449148 194258855 50190293 0 1443305 395643 29144066 30633941 0 0 0 0 102249 102249 4297419 4111385 414113 273088 51899408 21456013 33537695 30443395 0 0 0 0 68938847 65959701 6313838 10000150 0 0 0 0 6313838 10000150 X 62625009 55959551 62625009 55959551 68938847 65959701 X 22931575 -29597033 X X false true true false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false false true 92531 92531 false Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY DUES & MEMBERSHIP FEES WERE PAID TO THE FOLLOWING ORGANIZATIONS A PORTION OF WHICH WAS ALLOCATED TO LOBBYING: - ILLINOIS HEALTH AND HOSPITAL ASSOCIATION - $71,688 - AMERICAN ACADEMY SLEEP MEDICINE - $36 - AT STILL UNIVERSITY OF HEALTH NATIONAL CENTER FOR OSTEOPATHIC PRINCIPLES AND PRACTICE MEDICINE - $20,723 - AMERICAN OSTEOPATHIC ASSOCIATION - $7 - AMERICAN SOCIETY OF HEALTH-SYSTEM PHARMACISTS - $77 51690825 21411005 30279820 208583 45008 163575 30443395 Federal Income Taxes 0 X 0 0 0 0 0 0 0 0 0 0 0 0 Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote THE GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES PRESCRIBES A MORE-LIKELY-THAN-NOT RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR FINANCIAL STATEMENTS RECOGNITION OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN. THERE WERE NO UNCERTAIN TAX BENEFITS IDENTIFIED OR RECORDED AS A LIABILITY AS OF DECEMBER 31, 2024 AND 2023. true true X true X true X 2654622 0 2654622 0.01086 36383501 35753116 630385 0.00258 0 0.0 0 0 39038123 35753116 3285007 0.01344 16507 0 16507 0.00007 1605683 351114 1254569 0.00513 15451947 0 15451947 0.06321 0 0.0 353092 0 353092 0.00144 0 0 17427229 351114 17076115 0.06986 0 0 56465352 36104230 20361122 0.08329 0 0.0 1613 0 1613 0.00001 0 0.0 0 0.0 2843 2843 0.00001 0 0.0 0 0.0 0 0.0 208785 0 208785 0.00085 0 0 213241 0 213241 0.00087 true 3897968 1948984 100583528 108485790 -7902262 X true true 1 1 CARLE BROMENN MEDICAL CENTER 1304 FRANKLIN AVENUE NORMAL IL 61761 https://carle.org/locations/carle-bromenn-medical-center 0006189 X X X X CARLE BROMENN MEDICAL CENTER 1 false false true X X X X X X X X X 22 true true true true X https://carle.org/about-us/community-health-needs-assessments SEE SCHEDULE H, PART VI FOR PART V, SECTION B, LINE 7B - COMMUNITY HEALTH NEEDS ASSESSMENT FOOTNOTE X X true 23 true HTTPS://CARLE.ORG/ABOUT-US/COMMUNITY-HEALTH-NEEDS-ASSESSMENTS false true X 200.0 400.0 true true X X X X true X SEE SCHEDULE H, PART VI X SEE SCHEDULE H, PART VI X SEE SCHEDULE H, PART VI X X X X X X true X false X X X X true X false false Schedule H, Part V, Section B, Line 3E THE SIGNIFICANT HEALTH NEEDS ARE A PRIORITIZED DESCRIPTION OF THE SIGNIFICANT HEALTH NEEDS OF THE COMMUNITY AND IDENTIFIED THROUGH THE CHNA. Schedule H, Part V, Section B, Line 5 Facility , 1 Facility , 1 - CARLE BROMENN MEDICAL CENTER. Carle BroMenn Medical Center, Chestnut Health Systems (a Federally Qualified Health Center), the McLean County Health Department and OSF St. Joseph Medical Center collaborated with 64 individuals on the McLean County Community Health Council to conduct a joint 2022 McLean County Community Health Needs Assessment (CHNA) and adopt a joint 2023 - 2025 McLean County Community Health Improvement Plan (CHIP). Participants included a broad cross-sector of representatives from 46 organizations including healthcare, county and city government, public health, social services, housing, education, faith and others. Twenty-one of these organizations are social services organizations representing the underserved, low-income or minority populations, including the Baby Fold, Bloomington Normal Girls and Boys Club, Bloomington Housing Authority, Bloomington Township, Children's Home and Aid, East Central Illinois Area Agency on Aging, Heartland Head Start, EasterSeals of Central Illinois (individuals with disabilities), Faith in Action (transportation for seniors), Home Sweet Home Ministries (homeless), Integrity Counseling, Marcfirst SPICE, McLean County Center for Human Services, Mid Central Community Action, NAACP of Bloomington-Normal, Project Oz (youth), United Way of McLean County, Western Avenue Community Center, West Bloomington Revitalization, YMCA, and YWCA. There was also representation from Chestnut Health Systems Family Health Center which serves low-income and underserved residents of McLean County. Conducting a joint CHNA is possible as all four entities define their service area as McLean County. The process of collecting and analyzing data and prioritizing significant needs was overseen by an Executive Steering Committee of the council comprised of one representative from both hospitals, Chestnut Health Systems and the McLean County Health Department. In the fall/winter of 2021 - 2022, the committee analyzed data from a variety of sources, including existing secondary data sources and primary data from a survey administered to McLean County residents in August - September 2021. Of the 763 residents that responded, 113 were from the low-income population. The Executive Steering Committee identified the significant health needs to present to the McLean County Community Health Council for prioritization by utilizing the following criteria: - Size of the issue - Rates worse than Illinois counties or state rate - Disparities by race/ethnicity, age and gender - Disparities by ZIP code - Percent of indicators trending unfavorably in a statistically significant direction - Does not meet Healthy People (HP) 2020 or HP 2030 target - Does working on the issue impact other issues for collective impact? The seven significant health needs identified by the executive steering committee for prioritization by the council were access to care; behavioral health (mental health and substance use); diabetes, healthy eating and active living (exercise, nutrition, obesity, food access/insecurity); heart disease; oral health; and respiratory disease. The Executive Steering Committee facilitated three virtual meetings, due to the COVID-19 pandemic, of the McLean County Community Health Council to prioritize the health needs derived from the data analysis: January 27, 2022 The purpose of the first meeting was to explain the collaborative nature of the joint 2022 community health needs assessment with Carle BroMenn Medical Center, the McLean County Health Department, OSF St. Joseph Medical Center and Chestnut Health Systems and the end goal of producing a joint community health improvement plan for McLean County. Annual Report highlights from 2020 and 2021 for the 2020 - 2022 McLean County Community Health Improvement Plan were reviewed with the council. February 10, 2022 During the second meeting, the Executive Steering Committee presented data on the significant health needs identified for prioritization. Age, gender, race/ethnicity and ZIP code disparities were shared when available. Data for the social determinants of health was also reviewed with the council. Questions from council members were addressed throughout the data presentation. At the conclusion of the meeting, data summaries for the top seven health needs were emailed to the council members, in addition to the presentation given by the Executive Steering Committee during the meeting. February 24, 2022 During the final meeting, a prioritization method was used for the McLean County Community Health Council to the select the three significant health needs for the 2022 McLean County Community Health Needs Assessment and around which the 2023 - 2025 McLean County Community Health Improvement Plan was be developed. The McLean County 2022 CHNA was posted in August 2022 and included a mechanism for the community to provide feedback via email. Posting of the McLean County 2023 - 2025 CHIP occurred in February 2023. As of December 31, 2024, there was no additional feedback from the community related to the 2022 McLean County CHNA, the 2023 - 2025 McLean County Community Health Improvement Plan (CHIP), the previous 2019 McLean County CHNA or the 2020-2022 McLean County CHIP. Schedule H, Part V, Section B, Line 6a Facility , 1 Facility , 1 - CARLE BROMENN MEDICAL CENTER. OSF HEALTHCARE ST. JOSEPH MEDICAL CENTER, BLOOMINGTON, IL Schedule H, Part V, Section B, Line 6b Facility , 1 Facility , 1 - CARLE BROMENN MEDICAL CENTER. CHESTNUT HEALTH SYSTEMS, CHESTNUT FAMILY HEALTH CENTER, BLOOMINGTON, IL MCLEAN COUNTY HEALTH DEPARTMENT, BLOOMINGTON, IL Schedule H, Part V, Section B, Line 7 Facility , 1 Facility , 1 - CARLE BROMENN MEDICAL CENTER. An overview of the process and results of the 2022 McLean County CHNA were given to the McLean County Board of Health, Chestnut Health Systems Board of Directors, Carle BroMenn-Eureka Governing Council and OSF Healthcare Systems Board of Directors. CHNA presentations were also given to students at Illinois Wesleyan University and to Leadership McLean County participants in 2022 and 2023. In 2024, CHNA and CHIP presentations were given to Illinois State University Mennonite College of Nursing students, Illinois Wesleyan University social work students and to Leadership McLean County. Schedule H, Part V, Section B, Line 11 Facility , 1 Facility , 1 - CARLE BROMENN MEDICAL CENTER. 2022 CHNA and 2023 - 2025 implementation plan (CHIP) Health Needs Selected ACCESS TO CARE Access to care was selected as a significant health need to be addressed by the McLean County Community Health Council not only because of its high priority score (172.9), but for several other reasons. Access to care is an important issue that affects many health outcomes. Improving access in certain areas and for certain populations can have a widespread impact on a variety of health outcomes. Data presented to the council also indicated that there are significant geographic and racial/ethnic disparities in McLean County that may be related to access to care. Access to healthcare was also rated by the 2021 McLean County Community Health Survey respondents as the number one issue affecting quality of life. Council members suggested that there are a variety of factors that can improve access to care ranging from health equity to transportation. Access to care was also selected as a health priority for the 2016 and 2019 McLean County Community Health Needs Assessments. The 2023-2025 McLean County Community Health Improvement Plan is a joint plan for the entire county and consists of interventions and resources to be provided by the hospitals, health department, family health center and numerous social services or other community organizations. Highlights for steps taken in 2024 as a part of the joint 2023 - 2025 McLean Community Health Improvement Plan to address access to care are listed below: -In 2024, Carle Health had several system wide Diversity, Equity, and Inclusion (DEI) related accomplishments: 1. Hosted 12 Health Equity Grand Round sessions, with a total of 1,904 participants. Sessions were available to community members for continuing education credits. 2. Delivered 15 weeks of anti-racism education to nurse leaders. The education was supported by a $20,000 grant from the American Nurses Association. 3. Delivered 65 live DEI education sessions to Carle Health teams on topics like cultural humility, LGBTQ+ inclusive education, racism in healthcare and bias time out. 4. Over 2,800 nurses completed education on caring for diverse hair types and textures. 5. Carle BroMenn Medical Center was designated as a "high performer" on the 2024 Healthcare Equality Index, which is a nationwide designation of hospitals and healthcare facilities for LGBTQ+ inclusive healthcare practices. 6. Carle Health leadership participated in over 4,000 hours of education through inclusive leadership forums; 102 leaders were Carle BroMenn Medical Center and Carle Eureka Hospital leaders accumulating 460 hours of education. 7. Carle Health employees participated in 12 multicultural DEI forums for a total of 430 learning hours. -In 2024, the Carle McLean County Mobile Health Clinic hosted 67 clinics at various sites in McLean County and provided services to 486 patients. In November 2024, Colfax was added as a clinic site expanding access to care in the rural community. -In 2024, Carle Health launched YoMingo. YoMingo is a new app offered as an educational resource for new and expecting mothers. It has important information and answers to everyday questions as well as the following: 1. Information on topics like prenatal care, pregnancy, labor and childbirth, breastfeeding, newborn care, and parenting. 2. Interactive maternity tools such as contraction timer, personal journal, feeding log and immunization log. 3. Classes, videos and animations on multiple topics. 4. Personalized content available in English, Spanish and 12 other languages -On October 18, 2024, Carle BroMenn Medical Center, in collaboration with the Illinois Breast and Cervical Cancer Program and Prairie State Women's Health, offered free, walk-in mammograms to uninsured and underinsured community members. Nineteen women participated. -On November 13, 2024, Queer Coalition, Illinois State University's sponsored LGBTQIA+ faculty, staff and graduate student affinity group, and the Women's Gender and Sexuality Studies Program hosted a lunch and interactive workshop led by a Carle BroMenn Medical Center senior staff chaplain. The purpose of the event was to empower LGBTQIA+ people of all ages to take control of their healthcare decisions. Twenty-five people participated in the event. -Carle BroMenn Medical Center and OSF HealthCare St. Joseph Medical Center continued to provide support for the Community Health Care Clinic (CHCC) in 2024. The CHCC is a free clinic which provides services to the medically underserved population of McLean County to ensure that all populations in the community have access to healthcare. All emergency room visits, diagnostic testing and hospital services are provided free of charge by Carle BroMenn and OSF St. Joseph. -Carle BroMenn also owns the building where the clinic is located and provides maintenance for the clinic at no charge. OSF provides human resources support for the clinic. -In 2024, Carle BroMenn Medical Center continued to lead the LGBTQ+ Community Advisory Council for Carle Health. The council fosters increased access to care by giving voice to the LGBTQ+ community and allies in order to provide more sensitive and respectful care. -On April 19, 2024, team members from Carle BroMenn Medical Center and Carle Behavioral Health Bloomington staffed a table at the 2024 Transgender Resource Fair. -In 2024, 647 pediatric patients received fluoride applications at Carle Pediatrics Bloomington and Carle Family Medicine Normal. -In 2024, Carle West Physician Group provided 1,687 virtual visits for 1,216 unique patients. -In 2024, the Community Health Director for Carle BroMenn Medical Center and Carle Eureka Hospital served on the Access to Care Priority Action Team for the 2023 - 2025 McLean County Community Health Improvement Plan. The 2023 - 2025 McLean County Community Health Improvement Plan (CHIP) was posted in February 2023. Interventions for access to care and the 2023 McLean County CHIP Progress Report can be viewed at: HTTPS://CARLE.ORG/ABOUT-US/COMMUNITY-HEALTH-NEEDS-ASSESSMENTS BEHAVIORAL HEALTH Behavioral health was selected as a significant health need to be addressed by the McLean County Community Health Council for several reasons. Behavioral health received the second highest priority score (159.0), indicating the need for further improvements in this area in McLean County. There are numerous geographic and racial/ethnic disparities for behavioral health related indicators. In addition, mental health was rated as the top health issue by 2021 McLean County Community Health Survey respondents. There has been a great deal of public support and momentum behind behavioral health in McLean County for the last several years. McLean County is well situated to continue to collaborate on mental health care due to the ongoing efforts of numerous organizations and the support of the McLean County Government. Mental health was also previously selected as a key health priority for the 2016 and 2019 McLean County Community Health Needs Assessments. Highlights for steps that taken in 2024 as a part of the joint 2023 - 2025 McLean Community Health Improvement Plan to address behavioral health are listed below: -Carle BroMenn Medical Center continues to have the only inpatient mental health unit and the only hospital-based substance use program in McLean County, which addresses both the behavioral health and access to care significant health needs. The inpatient mental health unit and the addiction and recovery unit provide critical services to those adults needing inpatient psychiatric or addiction and recovery services. The inpatient mental health unit operated at a loss of $2,835,459 and the addiction and recovery unit operated at a loss $2,089,912 from January 1 - December 31, 2024. -In 2024, Carle Behavioral Health Bloomington accomplished the following: 1. Increased adult psychiatrist and psychiatric nurse practitioners from three to seven practitioners. 2. Added an additional mental health counselor. 3. Added intake RN for outpatient services to support referral process. 4. Successfully launched patient portal scheduling for psychiatric providers. 5. Hosted an informative conversation about mental health for community members. Carle Behavioral Health psychiatrists discussed what mental health and psychiatric care can mean to the individual and to the community. The panel of experts included Rachel Immen, MD, psychiatrist, Burgundy Johnson, DO, child/adolescent psychiatrist and Alyssa Wood, DO, child/adolescent psychiatrist. Approximately 30 individuals were in attendance. Schedule H, Part V, Section B, Line 11 Facility , 2 Facility , 2 - CARLE BROMENN MEDICAL CENTER (CONTINUED). - Carle Behavioral Health Bloomington had the following community collaborations: 1. Contracted with McLean County Government for psychiatric services with McLean County Jail. 2. Contracted with McLean County Government for psychiatric services with FUSE Program. 3. Received a State of Illinois SAMHSA Assisted Outpatient Treatment Grant (adult psychiatry/care management). This pilot program (in partnership with Cook County and the State of Illinois) will expand the successful use of court ordered outpatient behavioral health treatment. Court ordered outpatient treatment is an underutilized resource in the State of Illinois; this program will create models that can be expanded and replicated in other Illinois counties. 4. Carle Behavioral Health Bloomington and United Way of McLean County continued their partnership entitled ThriveMind to increase rural access to behavioral health services for kindergarten through twelfth grade students who do not readily have access to these services, at Olympia, Ridgeview, LeRoy and Lexington schools. As a part of the collaboration, 27 students received counseling services in 2024 at no charge and without a limit on the number of services received. 5. A leader from Carle BroMenn Medical Center, participated in McLean County's newly established Family Treatment Court (FTC). Carle BroMenn Medical Center is also a part of the FTC team that is designed to work with parents and children who have become involved with the Department of Children and Family Services because of child abuse or neglect that is directly related to a parent's substance abuse. -In 2024, Carle BroMenn Medical Center increased inpatient psychiatric bed capacity from 13 beds to 16 beds by adding another inpatient psychiatrist. -In 2024, Carle BroMenn Medical Center hosted four Mental Health First Aid (MHFA) classes held at the Carle Health and Fitness Center for 54 community members. -In 2024, Carle BroMenn Medical Center provided 30.7 hours of telepsychiatry. Carle Behavioral Health Bloomington provided 6,268 telepsychiatry visits for 1,526 unique individuals. -On February 22, 2024, four Carle BroMenn Medical Center and Carle Behavioral Health Bloomington leaders attended the McLean Sequential Intercept Mapping Event. The Sequential Intercept Model (SIM) helps communities identify resources and gaps in services at each intercept and develop local strategic action plans. The SIM mapping process brings together leaders and different agencies and systems to work together to identify strategies to divert people with mental and substance use disorders away from the justice system into treatment. Local Law enforcement, hospitals, social service providers, jail, probation, shelters, local government, legal professionals, first responders, and universities and colleges are some of the sectors that participated in the event. -The Manager of Behavioral Health, Carle BroMenn Medical Center Chemical Dependency, continued to serve on the McLean County Recovery Oriented System of Care Council in 2024. -The Assistant Clinical Manager of Mental Health Services for Carle BroMenn Medical Center served on the McLean County Community Health Improvement Plan Behavioral Health Priority Action Team in 2024. -In 2024, the Community Health Director for Carle BroMenn Medical Center and Carle Eureka Hospital facilitated the McLean County Community Health Improvement Plan Behavioral Health Priority Action Team meetings. -The Community Health Director for Carle BroMenn Medical Center and Carle Eureka Hospital served on the McLean County Trauma and Resilience Collaborative (RISE). RISE is led by the McLean County Government. The 2023 - 2025 McLean County Community Health Improvement Plan (CHIP) was posted in February 2023. Interventions for behavioral health and the 2023 McLean County CHIP Progress Report can be viewed at: HTTPS://CARLE.ORG/ABOUT-US/COMMUNITY-HEALTH-NEEDS-ASSESSMENTS HEALTHY EATING/ACTIVE LIVING Healthy eating/active living was selected as a significant health need to be addressed by the McLean County Community Health Council because it ranked as number three according to its priority score of 157.5. Additionally, the council felt that by focusing on healthy eating/active living, many other health outcomes such as heart disease, cancer and diabetes may also be positively impacted. This issue was also selected because obesity was the second top perceived health issue, according to the 2021 McLean County Community Health Survey respondents, and poor eating habits was the second most important perceived issue impacting health. Food insecurity and food access are also areas needing improvement in McLean County. Healthy Eating/Active Living was selected as a health priority for the 2019 McLean County Community Health Needs Assessment. Obesity was selected as a health priority for the 2016 McLean County Community Health Needs Assessment. Highlights for steps taken in 2024 as a part of the joint 2023 - 2025 McLean Community Health Improvement Plan to address healthy eating/active living are listed below: In 2024, Carle BroMenn Medical Center accomplished the following: 1. Carle Cancer Institute Normal, held Trail Tuesdays from June to October to boost physical activity for current and previous cancer patients. A total of approximately 60 people participated in the weekly walks on the Constitution Trail. 2. The Nurse Practice Council at Carle BroMenn Medical Center donated over 700 jars of peanut butter and 550 boxes of crackers to benefit children in need at Glenn, Fairview and Oakland Elementary Schools. 3. The Mission and Spiritual Care department at Carle BroMenn Medical Center, in cooperation with the Carle Faith Community Partners, launched the Compassion Cupboard in May 2023 as a pilot program. The Compassion Cupboard provided bags of basic food items such as canned fruits, vegetables, proteins and grains to 70 individuals experiencing food insecurity that were discharged from the hospital or sought services at an outpatient clinic in 2024. The intent of the food bags is to aid with food insecurity in the short term. Information about local food pantries and support programs was included in each bag. 4. Cardiopulmonary Rehab and Nutrition Services at Carle BroMenn Medical Center hosted a low-sodium food drive. Approximately 124 donated items were given to Home Sweet Home Ministries and Center for Hope Outreach Program. 5. A food waste composting pilot began at Carle BroMenn Medical Center in August 2024 that diverted an average of 800 pounds of food waste from a landfill each month. -In 2024, the Carle Health & Fitness Center accomplished the following: 1. Conducted a free blood pressure screening for 40 Illinois Wesleyan University nursing students. 2. Conducted a free fall prevention workshop to 23 participants in partnership with Carle McLean County Orthopedics. 3. Held a free bone density bone density presentation to 50 participants in partnership with Carle McLean County Orthopedics. 4. Held a free nutrition presentation to five seniors and a free presentation on olive oil to eight people. 5. Ten staff members volunteered at the Midwest Food Bank and the center held drive for essentials for The Salvation Army. -The Partnership for Health Pilot Program began in April 2017 and continued in 2024. The program is a private-public partnership to improve the health and fitness of people with developmental and intellectual disabilities, and their support workers. Partners include Carle Health & Fitness Center, Lifelong Access, Carle Center for Philanthropy, the McLean County Health Department and the McLean County Board for the Care and Treatment of Persons with a Developmental Disability (377 Board). IN 2024, THE PROGRAM SERVED AN AVERAGE OF 21 INDIVIDUALS. 2024 OUTCOMES ARE AS FOLLOWS: -45% OF PARTICIPANTS DECREASED THEIR SYSTOLIC PRESSURE -50% OF PARTICIPANTS DECREASED THEIR DIASTOLIC PRESSURE -60% OF PARTICIPANTS IMPROVED OR MAINTAINED THEIR WAIST CIRCUMFERENCE -60% OF PARTICIPANTS IMPROVED THEIR BODY MASS INDEX (BMI) -In 2024, the Community Health Director for Carle BroMenn Medical Center and Carle Eureka Hospital served on the Healthy Eating/Active Living Priority Action Team for the 2023 - 2025 McLean County Community Health Improvement Plan. The 2023 - 2025 McLean County Community Health Improvement Plan (CHIP) was posted in February 2023. Interventions for healty eating/active living and the 2023 McLean County CHIP Progress Report can be viewed at: HTTPS://CARLE.ORG/ABOUT-US/COMMUNITY-HEALTH-NEEDS-ASSESSMENTS Schedule H, Part V, Section B, Line 11 Facility , 3 Facility , 3 - CARLE BROMENN MEDICAL CENTER (CONTINUED). Health Needs Not Selected Diabetes was not selected as a health need to be addressed because it was ranked seventh with a priority score of 71.4 and the McLean County Community Health Council did not feel that there was a compelling reason to eliminate one of the top three ranked health issues. Council members also felt that diabetes improvements could be made with a focus on access to care and healthy eating/active living. Heart disease was not selected as a health need to be addressed because it was ranked fifth according to its priority score of 96.0 and the McLean County Community Health Council did not feel that there was a compelling reason to eliminate one of the health issues that ranked in the top three. The council did discuss that improving access to care may also improve health outcomes for heart disease, particularly in areas of high socioeconomic needs. Oral health was not selected as a health need to be address. Although oral health is deemed as an extremely important issue in McLean County, the McLean County Community Health Council agreed to address the three needs that received the highest priority scores. Oral health was ranked fourth with a score of 112. The council did discuss that oral health is an access issue and can be addressed under access to care. The opening of a new dental clinic at the Community Health Care Clinic in early 2019 for individuals without health insurance is improving oral health care access. Respiratory disease was not selected as a health need to be addressed as it ranked sixth according to its priority score of 90.0 and the McLean County Community Health Council did not feel that there was a compelling reason to eliminate one of the health concerns that ranked in the top three. The council did discuss that improving access to care may also improve health outcomes for respiratory disease, particularly in areas of high socioeconomic needs. 6 MEDICAL OFFICE CENTER 1 1302 FRANKLIN AVE NORMAL IL 61761 RURAL HEALTH CLINIC CARLE BROMENN OUTPATIENT CENTER 3024 E EMPIRE ST BLOOMINGTON IL 61704 RURAL HEALTH CLINIC MEDICAL OFFICE CENTER 2 1300 FRANKLIN AVE NORMAL IL 61761 RURAL HEALTH CLINIC ADULT DAY CARE AND ENT CLINIC 207 LANDMARK DRIVE NORMAL IL 61761 RURAL HEALTH CLINIC COMMUNITY HEALTH CARE CLINIC 900 FRANKLIN AVE NORMAL IL 61761 RURAL HEALTH CLINIC CARLE FAIRBURY CLINIC 115 E WALNUST ST FAIRBURY IL 61739 RURAL HEALTH CLINIC Schedule H, Part I, Line 3c FINANCIAL ASSISTANCE ELIGIBILITY CRITERIA PATIENTS MAY REQUEST AND COMPLETE A FINANCIAL ASSISTANCE APPLICATION AT ANY TIME, INCLUDING BEFORE CARE IS RECEIVED. PATIENTS ARE INFORMED ABOUT FINANCIAL ASSISTANCE ON MULTIPLE OCCASIONS THROUGHOUT THE COLLECTION PROCESS. IN ADDITION TO PATIENTS COMPLETING APPLICATIONS FOR OUR FINANCIAL ASSISTANCE PROGRAM, WE HAVE ROBUST PRESUMPTIVE ELIGIBILITY PROCESSES IN PLACE. WE HAVE PARTNERED WITH EXPERIAN INFORMATION SOLUTIONS, INC. TO HELP US IDENTIFY PATIENTS WHO MAY BE ELIGIBLE FOR FINANCIAL ASSISTANCE BASED ON KEY FINANCIAL INDICATORS. THESE PATIENTS MAY BE APPROVED WITHOUT EVER COMPLETING AN APPLICATION OR EXPRESSING A NEED FOR FINANCIAL ASSISTANCE. IN ADDITION, WE PRESUME ELIGIBILITY FOR PATIENTS WHO ARE VERIFIED HOMELESS, DECEASED WITH NO ESTATE, MENTALLY INCAPACITATED, ELIGIBLE FOR SUPPLEMENTAL NUTRITION ASSISTANCE PROGRAM (SNAP) OR WOMEN, INFANTS, AND CHILDREN NUTRITION PROGRAM (WIC), TOWNSHIP ASSISTANCE, LOW INCOME HOME ENERGY ASSISTANCE PROGRAM (LIHEAP), ILLINOIS FREE LUNCH AND BREAKFAST PROGRAM OR COVERED BY ILLINOIS MEDICAID. Schedule H, Part I, Line 7 EXPLANATION OF COSTING METHODOLOGY USED FOR CALCULATING LINE 7 TABLE SEE NARRATIVE FOR SCHEDULE H, PART III, LINE 2 Schedule H, Part V, Section B, Line 7 B COMMUNITY HEALTH NEEDS ASSESSMENT Chestnut Health Systems: https://chestnut.org/primary-care/about/our-approach-to-care/data-and-reports McLean County Health Department: https://health.mcleancountyil.gov/112/Community-Health-Needs-Assessment-Health OSF St. Joseph Medical Center: https://www.osfhealthcare.org/patients-visitors/about/community-health Schedule H, Part V, Section B, Line 16a FAP AVAILABLE WEBSITE HTTPS://CARLE.ORG/PATIENTS-VISITORS/FINANCIAL-ASSISTANCE Schedule H, Part V, Section B, Line 16b FAP APPLICATION FORM WEBSITE HTTPS://DEV-CMS.CARLE.ORG/GETMEDIA/ADCADB9A-2903-478C-A4A7-06BCF9DB10BC/358-0123-CFAPAPPLICATION. PDF Schedule H, Part V, Section B, Line 16c PLAIN LANGUAGE FAP SUMMARY WEBSITE HTTPS://CARLE.ORG/GETMEDIA/F7608F63-CB1C-4EB5-8F0B-02F00EAFEC74/X0873-0223-CFAP-PLAINLANGUAGE-SUMMARY.PDF Schedule H, Part II Community Building Activities Through a variety of activities including significant donations, scholarship programs, and physician, nurse and allied health education, more than $1,000,000 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. Schedule H, Part III, Line 2 Bad debt expense - methodology used to estimate amount TO COMPUTE AND CONVERT FINANCIAL ASSISTANCE, UNREIMBURSED MEDICAID, MEANS-TESTED PROGRAMS AND BAD DEBT 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 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 HOSPITAL FURTHER DEVELOPED A GENERAL ESTIMATE OF FINANCIAL ASSISTANCE WHICH CONTINUED TO RESIDE WITHIN BAD DEBTS. This narrative also pertains to Schedule H, Part I, Line 7 - Explanation of costing methodology used for calculating Line 7 Table Schedule H, Part III, Line 3 Bad Debt Expense Methodology CARLE BROMENN MEDICAL CENTER 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, Line 4 Bad debt expense - financial statement footnote AS A RESULT OF ADOPTING ASU 2014-09, THE HEALTH SYSTEM CONTINUED TO MAINTAIN AN ALLOWANCE FOR BAD DEBTS RELATED TO PERFORMANCE OBLIGATIONS SATISFIED PRIOR TO JANUARY 1, 2018. THESE ACCOUNTS HAVE ALL BEEN FULLY RESOLVED, THEREFORE THE ALLOWANCE FOR BAD DEBTS HAS DECLINED TO $0. PLEASE SEE SCHEDULE H, PART III, LINE 2 METHODOLOGY USED TO ESTIMATE BAD DEBT FOR 990 REPORTING PURPOSES. Schedule H, Part III, Line 8 Community benefit & methodology for determining medicare costs THE NUMERATOR (TOTAL EXPENSE) AND DENOMINATOR (TOTAL GROSS CHARGES) OF THE SIMPLE RATIO OF PATIENT CARE COST TO CHARGES IS ADJUSTED BY ELIMINATING NON-PATIENT CARE THAT GENERATES OTHER REVENUE, BAD DEBT EXPENSE, MEDICAID AND OTHER PROVIDER TAXES AND THE TOTAL COST OF COMMUNITY BENEFIT ACTIVITIES AND PROGRAMS. ALSO, ANY GROSS PATIENT CHARGES FOR PROGRAMS NOT RELYING ON THE RATIO ARE ELIMINATED FROM BOTH THE NUMERATOR AND DENOMINATOR OF THE RATIO. THESE ADJUSTMENTS ARE INTENDED TO ELIMINATE ANY POTENTIAL FOR DOUBLE COUNTING OF COMMUNITY BENEFIT EXPENSES. THE RESULTANT RATIO ALIGNS WITH SCHEDULE H REQUIREMENTS. ILLINOIS LAW DEFINES GOVERNMENTAL-SPONSORED INDIGENT HEALTH CARE AS THE UNREIMBURSED COST OF MEDICARE, MEDICAID AND OTHER FEDERAL, STATE OR LOCAL INDIGENT CARE PROGRAMS. WHEN THERE IS A SHORTFALL, WE DO BELIEVE THIS IS A COMMUNITY BENEFIT BECAUSE, AS A HOSPITAL, WE ARE STEPPING UP TO CARRY THE BURDEN OF THE GOVERNMENT, ASSURING CARE TO SENIORS, AND THOSE LESS FORTUNATE DEMOGRAPHICS THAT HAVE EXPERIENCED INCREASING COSTS OVER THE PAST DECADE WHILE LIVING ON FIXED INCOMES. Schedule H, Part III, Line 9b Collection practices for patients eligible for financial assistance THE CARLE FINANCIAL ASSISTANCE PROGRAM (CFAP) PROVIDES DISCOUNTED OR FREE CARE TO THOSE WHO NEED IT WITHIN THE CARLE HEALTH SYSTEM, INCLUDING CARLE BROMENN MEDICAL CENTER. NOT ONLY DOES THIS RESULT IN A MORE TIMELY APPLICATION PROCESS, BUT MOST IMPORTANTLY, IT MEANS PATIENTS RECEIVE THE SAME DISCOUNT AT THE HOSPITAL AND CLINICS IF THEY MIGHT NEED AN ADDITIONAL LEVEL OF SPECIALTY OR HOSPITAL CARE. WITH THIS PROGRAM, CARLE BROMENN MEDICAL CENTER 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, FEDERALLY QUALIFIED HEALTH CLINIC (FQHC) DISCOUNT REFERRALS, MEDICAID TITLE XIX, XXI, AND IN-NETWORK MEDICAID MANAGED CARE PLANS. IN ADDITION, WE UTILIZE A VENDOR, EXPERIAN INFORMATION SOLUTIONS, INC., TO PROACTIVELY IDENTIFY PATIENTS WHO MAY BE PRESUMPTIVELY-QUALIFIED FOR ASSISTANCE - NOT ONLY FOR PUBLIC PROGRAMS LIKE MEDICAID, BUT ALSO BASED ON A NUMBER OF KEY FINANCIAL INDICATORS, INCLUDING CREDIT HISTORY, DEMOGRAPHICS AND GROSS INCOME. IDENTIFIED PATIENTS MAY BE PRESUMED ELIGIBLE AND AUTOMATICALLY ENROLLED IN THE PROGRAM, OR THEY MAY BE CONTACTED AND ENCOURAGED TO APPLY FOR ASSISTANCE. PATIENTS WHO ARE NOT DEEMED PRESUMPTIVELY ELIGIBLE WOULD NEED TO REQUEST AND COMPLETE AN APPLICATION. IF THE PATIENT DOES NOT REQUEST OR COMPLETE AND RETURN THE APPLICATION, THEN THE BALANCE IS DEEMED THEIR RESPONSIBILITY TO PAY. FOR PATIENTS THAT DO NOT QUALIFY FOR CARLE FINANCIAL ASSISTANCE AND WHO MAY BE UNINSURED OR UNDERINSURED, CARLE BROMENN MEDICAL CENTER HAS OTHER DISCOUNT OPTIONS AVAILABLE, SUCH AS PROMPT PAY, ILLINOIS UNINSURED DISCOUNT, AND CAPPED DISCOUNT - WHERE A PATIENT'S OUT-OF-POCKET MEDICAL EXPENSES ARE LIMITED TO 40% OF THEIR ANNUAL GROSS INCOME IF THEY EARN AT OR BELOW 400% OF THE FEDERAL POVERTY LEVEL. ONCE ALL APPLICABLE DISCOUNTS HAVE BEEN APPLIED, WE MAKE EVERY ATTEMPT TO WORK WITH THE PATIENT AND SET UP PAYMENT ARRANGEMENTS ON THE REMAINING BALANCE DUE. THE CURRENT MINIMUM IS 5% OF THE TOTAL BALANCE DUE OR $25.00 A MONTH. IF THEY CANNOT MEET THESE GUIDELINES, OUR IN-HOUSE BILLING STAFF MEMBERS WORK WITH THEM TO SET UP A TEMPORARY/SHORT TERM PAYMENT ARRANGEMENT UNTIL THEY CAN MAKE THE MINIMUM PAYMENT. IF THEY ARE UNABLE TO MAKE PAYMENT ON THE BALANCE DUE, THEN THE BALANCE MAY BE LISTED WITH AN OUTSIDE COLLECTION AGENCY. WHEN THE ACCOUNT IS STILL IN-HOUSE, THE MINIMUM NOTIFICATION IS MONTHLY ITEMIZED STATEMENTS. IF A PATIENT DOES NOT RESPOND, THE ACCOUNT IS GIVEN A FINAL NOTICE, EITHER BY LETTER OR PHONE, AND SENT TO AN OUTSIDE COLLECTION AGENCY. CARLE BROMENN MEDICAL CENTER WILL NOT FILE COLLECTION SUIT LIENS ON A PRIMARY RESIDENCE, NOR DO WE AUTHORIZE AN AGENCY TO USE SO-CALLED "BODY ATTACHMENTS." THE AGENCIES ARE AWARE OF OUR CFAP AND HAVE BEEN ADVISED TO REFER THE PATIENTS BACK TO CARLE IF THEY DEEM THE PATIENT IS UNABLE TO PAY. BILLING STAFF WILL THEN MAKE ONE MORE ATTEMPT TO WORK WITH THE PATIENT TO SEE IF HELP IS AVAILABLE. IF STAFF DETERMINES THAT THE PATIENT MIGHT QUALIFY, WE SEND THE PATIENT A CFAP APPLICATION AND INSTRUCT 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 V, Section B, Line 16a FAP website - CARLE BROMENN MEDICAL CENTER: Line 16a URL: SEE SCHEDULE H, PART VI; Schedule H, Part V, Section B, Line 16b FAP Application website - CARLE BROMENN MEDICAL CENTER: Line 16b URL: SEE SCHEDULE H, PART VI; Schedule H, Part V, Section B, Line 16c FAP plain language summary website - CARLE BROMENN MEDICAL CENTER: Line 16c URL: SEE SCHEDULE H, PART VI; Schedule H, Part VI, Line 2 Needs assessment Carle Bromenn Medical Center primarily assesses healthcare needs in our community by being a part of the aforementioned joint CHNA in partnership with OSF Healthcare St. Joseph Medical Center, McLean County Health Department and Chestnut Health Systems - Family Health Center. In addition to the highlights for access to care outlined in Part V line 11, Carle BroMenn Medical Center 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. As a tax-exempt organization, Carle BroMenn Medical Center provides care to patients regardless of their ability to pay. Carle Health's generous financial assistance program has resulted in our ability to reach many people over the years. To ensure we are addressing the needs of the community, the finance and quality committees of Carle Health's board of trustees reviews and evaluates charity care figures annually. We do not limit the amount of financial assistance we provide, at this time. In addition to charity care, Carle BroMenn Medical Center 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 BroMenn Medical Center will continue with 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 Health system, thereby expanding access/capacity 4. Support the local Community Health Care Clinic to ensure added local capacity for health and dental care 5. Enhance access-related initiatives that will improve patient access and ability to interface more efficiently for needed services, i.e; virtual visits 6. Continue access to care through subsidized services, including mental health services, heart failure clinic, chemical dependency and acute rehabilitation to name a few. Schedule H, Part VI, Line 3 Patient education of eligibility for assistance Carle Bromenn Medical Center'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 discount available. By expanding the presumptive eligibility screening processes and determining the financial status of patients up-front, Carle Health has been able to pinpoint those needing assistance early in the process, minimizing bad debt and optimizing our ability to help. Staff is also diligent in following up with patients during hospitalization and after discharge if there's any reason to believe the patient could benefit from financial assistance, and we auto-qualify certain patient populations for Carle Financial Assistance Program, such as the homeless, WIC, SNAP (Supplemental Nutrition Assistance Program), Medicaid, Low Income Home Energy Assistance Program (LIHEAP), and Township Assistance recipients. Communicating that Financial Assistance is Available Carle Health 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 HTTPS://CARLE.ORG/PATIENTS-VISITORS/FINANCIAL-ASSISTANCE - 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 - Meetings with local legislators to help them assist constituents with healthcare needs, including financial assistance Schedule H, Part VI, Line 4 Community information Community Description The McLean County Community Health Council defined the community as McLean County, the primary service area for Carle BroMenn Medical Center, the McLean County Health Department, OSF St. Joseph Medical Center and Chestnut Family Health Center. This area includes the following cities and towns: Anchor, Arrowsmith, Bellflower, Bloomington, Carlock, Chenoa, Colfax, Cooksville, Danvers, Downs, Ellsworth, Gridley, Heyworth, Hudson, Le Roy, Lexington, McLean, Merna, Normal, Saybrook, Stanford and Towanda. Population McLean County consists of a total population of 174,090 (Conduent Healthy Communities Institute, Claritas, 2022). Bloomington has the largest population in the county with 77,962 and Normal has the second largest population with 54,742 (Conduent Healthy Communities Institute, U.S. Census Bureau, 2018). The population in McLean County increased by 2.66 percent from 2010 to 2022 (Conduent Healthy Communities Institute, Claritas, 2022). Social Determinants of Health: Health Equity Index The Health Equity Index (formerly called the SocioNeeds Index) is a Conduent Healthy Communities Institute (HCI) tool that measures socioeconomic need, which is correlated with poor health outcomes. The index is part of the Conduent's SocioNeeds Index Suite, which provides analytics around social determinants of health to advance equitable outcomes for a range of topics. Conduent HCI's Health Equity Index considers validated indicators related to income, employment, education, and household environment to identify areas at highest risk for experiencing health inequities. The indicators are weighted to maximize the correlation of the index with premature death rates and preventable hospitalization rates. All ZIP codes, counties, and county equivalents in the United States are given an index value from 0 (low need) to 100 (high need). To help identify the areas of highest need within a defined geographic area, the selected ZIP codes are ranked from 1 (low need) to 5 (high need) based on their index value. These values are sorted from low to high and divided into five ranks using natural breaks. These ranks are used to color the map and chart for the Health Equity Index, with darker coloring associated with higher relative need. McLean County has several communities that have a greater risk of experiencing health inequities or have a higher relative need compared to other communities in the county. McLean County has two ZIP codes with a ranking of 5 and eight ZIP codes with a ranking of 4, which represent the areas with the highest relative need in McLean County. Demographics The median age in McLean County is 34.4 years of age. This is lower than the median age for Illinois (39.2 years). Approximately 22 percent of persons in McLean County are less than 18 years of age, 42 percent are 18 to 44 years, 22 percent are 45 to 64 years of age and 13.5 percent are over the age of 65. Forty-nine percent of the population in McLean County is male and 51 percent is female. The race/ethnicity of the county's population is 81.3 percent White, 8.4 percent Black or African American, 5.2 percent Asian, 5.5 percent Hispanic or Latino, 0.23 percent American Indian and Alaska Native, and .04 percent Native Hawaiian or Pacific Islander. There are 67,245 households in McLean County. The average household size is 2.43 persons (Conduent Healthy Communities Institute, Claritas, 2022). The percent of the households in McLean County that are single parent households is 22.2 percent. The median household income for McLean County is $73,004. This is lower than the median household income for Illinois which is $76,001. Within McLean County, the median household income varies with Asians having the highest median household income at $103,819 and respondents indicating "Some Other Race Blacks/African American having the lowest at $22,937 and $32,263 respectively. The percent of people living below the federal poverty line is 15.2 percent. This is higher than the Illinois value (12 percent). The percentage of the civilian labor force ages 16 years and over that is unemployed in McLean County is 2.8 percent. This is lower than the Illinois value of 5.18 percent. The three common industries of employment are financial or insurance industry at 18.2 percent, educational services at 14.6 percent and healthcare at 12.6 percent (Conduent Healthy Communities Institute, Claritas, 2022). Ninety-five percent of the population ages 25 and over in McLean County possess a high school diploma or higher and 45.6 percent have a bachelor's degree or higher (Conduent Healthy Communities Institute, Claritas, 2022). Illinois State University, Illinois Wesleyan University and Heartland Community College are all located in McLean County. The four-year high school graduation rate for McLean County is 91.6 percent and meets the Healthy People 2030 target of 90.7 percent. Over time, the McLean County value has increased, but not significantly. McLean County's high school graduation rate is higher than the graduation rate for Illinois of 85.4 percent (Conduent Healthy Communities Institute, County Health Rankings, 2017 - 2018). Healthcare Coverage Ninety-seven percent of respondents of the 2021 McLean County Community Health Survey reported having either private insurance, Medicare or Medicaid, while three percent reported not having any insurance. The Index of Medical Underservice (IMU) score for the McLean County Service Area is 49.2. The lowest score (highest need) is 0; the highest score (lowest need) is 100. To qualify for designation, the IMU score must be less than or equal to 62.0. This score applies to the Medically Underserved Area (MUA) or Medically Underserved Populations (MUP) as a whole, and not to individual portions of it (Human Resources and Services Administration, 2022). Healthcare Resources in the Defined Community McLean County has two hospitals, Carle BroMenn Medical Center located in Normal and OSF Healthcare St. Joseph Medical Center located in Bloomington. There is also a federally qualified health center (FQHC), the Chestnut Family Health Center, located in Bloomington. In addition, there are two community clinics. The Community Health Care Clinic is located in Normal and McLean County Center for Human Services is located in Bloomington. Another health care resource in McLean County is the family health clinic within the McLean County Health Department. In the 2021 County Health Rankings, McLean County ranked second out of 102 Illinois counties for clinical care. The ranking is based on a summary composite score calculated from the following measures: uninsured, primary care physicians, mental health providers, dentists, preventable hospital stays, diabetic monitoring, and mammography screening (Conduent Healthy Communities Institute, County Health Rankings, 2021). Schedule H, Part VI, Line 5 Promotion of community health Carle BroMenn Medical Center's dedication to promoting the health of the community is exemplified in numerous ways. The Carle Central Region Board is comprised of local community leaders and physicians. Board members support hospital leadership in their pursuit of the hospital's goals, represent the community's interest to the hospital and serve as ambassadors in the community. Sixty-four percent of the current board members represent the community. In addition, the board grants medical staff privileges to qualified physicians in its community. A vast majority of the hospital's executive and leadership team serve on multiple community boards or councils that help either directly or indirectly improve the health of the community, such as Habitat for Humanity of McLean County, Not in Our Town , Boys and Girls Club, McLean County Reentry Council, McLean County Family Treatment Court and the Recovery Oriented Systems of Care Council. In addition, Carle BroMenn Medical Center's president is involved in many other boards impacting the community, such as the Commerce Bank Advisory Board, Illinois Wesleyan University Board and McLean County Chamber of Commerce CEO Board. The Community Health Care Clinic also contributes to the health of the community and furthers the medical center's charitable, tax-exempt status. In 1993, Carle BroMenn Medical Center (BroMenn Medical Center at the time) collaborated with OSF Healthcare St. Joseph Medical Center to open the clinic. The clinic provides services to the medically underserved population of McLean County to ensure all populations in the community have access to healthcare. Emergency room visits, diagnostic testing and medical center services are provided free-of-charge by Carle BroMenn Medical Center and OSF Healthcare St. Joseph Medical Center. In 2024, the Community Health Care Clinic served 386 patients and dispensed 6,903 prescription medications at no charge to uninsured individuals. The clinic also provided 928 dental services for 188 unique patients. The clinic is in a building owned by Carle BroMenn Medical Center for which the hospital paid $84,028 for upkeep and maintenance of the facility in 2024. In addition to the above, Carle BroMenn Medical Center offers several services to patients and the community which operate at a loss to the hospital. A sampling of these services is outlined below. - Carle BroMenn Medical Center is an American Heart Association (AHA) Training Center. The American Heart Association (AHA) Training Center offers Friends & Family CPR/AED, BLS (Basic Life Support), Heartsaver First Aid/CPR/AED, Advanced Cardiac Life Support (ACLS) and Pediatric Advanced Life Support (PALS, to staff, as well as the community. In 2024, 6,387 individuals were trained through the training center at a cost of $26,264 to the medical center. - Carle BroMenn Medical Center's Acute Rehab Services treats patients who require inpatient rehabilitation services resulting from a variety of conditions including stroke, traumatic and non-traumatic brain and spinal cord injury, neurological disorders, hip fracture, amputation, burns, arthritis, joint replacement and other conditions. The goal of treatment, provided by a care team, is to help individuals regain their independence and reach their rehabilitation goals. Depending on the customized care plan, a care team may include nurses, physical therapists, occupational therapists, speech therapists, social workers/case managers and dietitians. Carle BroMenn Medical Center operated Acute Rehab Services in 2024 at a loss of $2,452,246. - In 2024, Carle BroMenn Medical Center operated the following services at a loss: - heart failure clinic at a loss of $569,351 - cardiopulmonary rehab at a loss of $800,467 - infusion/pediatrics at a loss of $1,518,593 - Behavioral health holding at a loss of $2,206,127 - therapy - wound care at a loss of $870,730. Other services offered by the medical center that benefit the health of the community include clinical pastoral education programs. Schedule H, Part VI, Line 6 Affiliated health care system 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 State filing of community benefit report IL true Illinois State University Foundation 1101 N Main St Normal IL 61790 376025713 501(c)(3) 8333 BroMenn Endowed Professorship in Nursing and Other Program Support Illinois State University 100 N University St Normal IL 61761 376014070 501(c)(3) 10000 Mennonite College of Nursing Simulation Center Fund A-L Tier II LLC fka Redbirds Sports Property 505 Hobbs Rd Jefferson City MO 65109 470911648 15000 CARLE BROMENN MEDICAL CENTER HAS A SPONSORSHIP AGREEMENT WITH REDBIRDS SPORTS PROPERTY, WHO HAS THE EXCLUSIVE MARKETING AND SPONSORSHIP RIGHTS FOR ILLINOIS STATE UNIVERSITY. THE SPONSORSHIP PROVIDES EXPOSURE OF PRODUCT AND SERVICES FOR CARLE BROMENN MEDICAL CENTER BY SPONSORING ILLINOIS STATE UNIVERSITY ATHLETICS. 2 1 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds ANY CHARITABLE ORGANIZATION WISHING TO REQUEST FUNDS IS ASKED TO SUBMIT THE 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 THE REQUESTOR'S NAME, AND AMOUNT OF THE REQUEST. THE REQUESTS ARE REVIEWED, EVALUATED, AND ADMINISTERED BY THE PUBLIC RELATIONS DIRECTOR WHO MAY SEEK ADDITIONAL INFORMATION FROM THE REQUESTOR AS NEEDED AS WELL AS INPUT FROM ANY APPROPRIATE CARLE ADMINISTRATOR OR DIRECTOR. A SET OF ESTABLISHED GUIDELINES DRIVE THESE DECISIONS. MOST ARE MADE TO IMPROVE HEALTHCARE/ACCESS TO HEALTHCARE OR ARE CONSISTENT WITH THE ORGANIZATION'S ROLE AS A CORPORATE CITIZEN. ASSESSED NEED IS A COMMON CRITERIA. WRITTEN AGREEMENTS ARE IN PLACE AND THERE IS REGULAR CONTACT WITH ORGANIZATIONS, SUCH AS COLLEGES AND UNIVERSITIES, RECEIVING $5,000 OR MORE TO ENSURE THAT THE DONATIONS ARE BEING USED AS AGREED UPON. THE RECORDS ARE MAINTAINED IN ADMINISTRATION OR PUBLIC RELATIONS. true true false false false false false false false Andrea Kane MD Vice Chair 0 484415 0 21956 0 3023 0 27678 0 31034 0 568106 0 0 Charles Dennis MD Secretary/Treasurer 0 2165 0 0 0 147606 0 60 0 885 0 150716 0 147321 Jerome Oakey MD Board Member // Physician 0 1101586 0 64463 0 25363 0 27678 0 31716 0 1250806 0 0 Christopher Hughes MD Board Member // Physician 0 471202 0 25498 0 16631 0 27678 0 30772 0 571781 0 14062 Uretz Oliphant MD Former Officer 0 124529 0 0 0 6505 0 3178 0 4454 0 138666 0 0 James C Leonard MD Officer - President & CEO 0 1805832 0 0 0 492394 0 27678 0 22578 0 2348482 0 462357 Matthew Kolb JD MHA Officer - President, Carle Health Regions // EVP, Chief Operating Officer 0 1119849 0 0 0 298780 0 302587 0 31116 0 1752332 0 269019 Dennis Hesch Officer - EVP, Chief Finance & Strategy Officer 0 1145423 0 0 0 29687 0 306265 0 26301 0 1507676 0 0 Napoleon Knight MD MBA Officer - EVP, Chief Medical Officer 0 832803 0 0 0 258749 0 27678 0 13516 0 1132746 0 229062 Colleen Kannaday Officer - President, Carle Health - Central Region 0 645178 0 0 0 27835 0 157235 0 32322 0 862570 0 0 Laurie Round Former Key Employee 0 11394 0 0 0 269980 0 6126 0 888 0 288388 0 79356 Lauren Schmid MBA EVP, Chief Human Resources Officer 0 711410 0 0 0 167178 0 74631 0 30537 0 983756 0 137552 John Wieland MD Associate Chief Medical Officer, BroMenn & Eureka 0 568791 0 25000 0 25316 0 27678 0 29920 0 676705 0 0 Linda Fred VP, Pharmacy Services 0 287522 0 10000 0 25359 0 49046 0 24814 0 396741 0 0 Nicholas Crompton VP, Construction & Facility Services 0 299356 0 0 0 3853 0 50322 0 34234 0 387765 0 0 Amanda Smith VP, BroMenn & Eureka Ambulatory Care 0 273265 0 0 0 2088 0 41897 0 18619 0 335869 0 0 Brandi Sweeney VP, Finance - Central Region 0 211677 0 0 0 1566 0 33071 0 2352 0 248666 0 0 Brook Fisher Director, Revenue Cycle Denials 0 165258 0 0 0 7375 0 10854 0 32272 0 215759 0 0 Katie While Registered Nurse - BMC CRU 253663 0 0 0 308 0 17379 0 0 0 271350 0 0 0 Kevin Wonsowski Retail Pharmacy Manager 228167 0 0 0 4420 0 16098 0 17946 0 266631 0 0 0 Jennifer Woodward Director, Pharmacy Services 242542 0 0 0 3007 0 15619 0 2000 0 263168 0 0 0 Jeffrey Kuska Clinical Pharmacist 214835 0 0 0 11015 0 13153 0 19359 0 258362 0 0 0 Matthew Loy Clinical Pharmacist 208583 0 1528 0 4021 0 14385 0 26342 0 254859 0 0 0 Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation THE GOVERNING BOARD OF THE CARLE FOUNDATION, THE SYSTEM PARENT ORGANIZATION OF CARLE BROMENN MEDICAL CENTER, THROUGH ITS COMPENSATION COMMITTEE COMPRISED OF INDEPENDENT MEMBERS FREE OF CONFLICT, ANNUALLY REVIEWS EXECUTIVE COMPENSATION LEVELS AND ESTABLISHES APPROPRIATE SALARY RANGES AND OTHER FEATURES OF THE COMPENSATION PLAN IN ACCORDANCE WITH THE ORGANIZATION'S APPROVED COMPENSATION PHILOSOPHY AND STRATEGY. -THE COMMITTEE IS COMPRISED OF MEMBERS OF THE GOVERNING BOARD WHO ARE INDEPENDENT OF THE CARLE FOUNDATION MANAGEMENT, HAVE NO PERSONAL INTEREST IN THE COMPENSATION ARRANGEMENTS, ARE NOT RELATED TO, OR UNDER THE CONTROL OF ANY INDIVIDUAL WHOSE COMPENSATION ARRANGEMENT IS BEING REVIEWED, AND HAVE NO MATERIAL BUSINESS RELATIONSHIP WITH THE CARLE FOUNDATION. -THE CHIEF EXECUTIVE OFFICER'S COMPENSATION IS DETERMINED BY THE COMPENSATION COMMITTEE IN RELATION TO APPROPRIATE COMPARABILITY DATA. COMPENSATION FOR OTHER MEMBERS OF THE EXECUTIVE STAFF IS DEVELOPED BY THE CEO, EVALUATED AGAINST MARKET DATA, AND REVIEWED AND APPROVED BY THE COMMITTEE. -THE COMMITTEE APPROVES ALL ANNUAL COMPENSATION DECISIONS IN ADVANCE OF THEIR IMPLEMENTATION AND DOCUMENTS ITS DETERMINATIONS AND DISCUSSIONS. -THE COMPENSATION COMMITTEE RELIES UPON A NUMBER OF EXTERNAL RESOURCES AND COMPARISONS, AND ITS ANALYSIS INCLUDES TOTAL COMPENSATION (CASH COMPENSATION PLUS BENEFITS PROVIDED BY THE CARLE FOUNDATION) IN RELATION TO ORGANIZATIONAL PERFORMANCE AND PREVAILING INDUSTRY PRACTICES FOR LIKE RESPONSIBILITIES AT COMPARABLY SIZED ORGANIZATIONS. THE COMMITTEE HAS ENGAGED THE SERVICES OF A COMPENSATION CONSULTING FIRM SPECIALIZING IN THE NOT-FOR-PROFIT SECTOR, WHICH HAS WORKED WITH THE CARLE FOUNDATION AND MAKES ITS REPORTS DIRECTLY AVAILABLE TO THE COMPENSATION COMMITTEE. Schedule J, Part I, Line 4a Severance or change-of-control payment IN 2024 SEVERANCE PAYMENTS WERE PAID TO LAURIE ROUND ($189,462). Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan THE 2024 PARTICIPANTS IN THE 457(F) PLAN OFFERED BY THE CARLE FOUNDATION, THE SYSTEM PARENT ORGANIZATION OF CARLE BROMENN MEDICAL CENTER, THAT ARE LISTED IN THE 990 PART VII INCLUDE DENNIS HESCH, CHARLES DENNIS, COLLEEN KANNADAY, MATTHEW KOLB, JD, MHA, JAMES C. LEONARD, MD, LINDA FRED, LAUREN SCHMID, MBA, NAPOLEON KNIGHT, MD, MHA, URETZ OLIPHANT, MD, JEROME OAKEY, MD, CHRISTOPHER HUGHES, MD AND LAURIE ROUND. IN 2024, PAYMENTS FROM THE 457(F) PLAN WERE MADE TO JAMES C. LEONARD, MD ($462,357), MATTHEW KOLB, JD, MHA, ($269,019), LAUREN SCHMID, MBA ($137,552), CHARLES DENNIS ($147,321), NAPOLEON KNIGHT, MD, MBA ($229,062), CHRISTOPHER HUGHES, MD ($14,062) AND LAURIE ROUND ($79,356) Form 990, Part VI, Line 2 Family/business relationships amongst interested persons - JAMES C. LEONARD, MD (OFFICER), MATTHEW KOLB, JD, MHA (OFFICER), AND NAPOLEON KNIGHT, MD, MBA (OFFICER) - Business relationship, - James C. Leonard, MD (Officer) and Uretz Oliphant, MD (Former Officer) - Business relationship, - JAMES C. LEONARD, MD (OFFICER) AND NAPOLEON KNIGHT, MD, MBA (OFFICER) - Business relationship, - JAMES C. LEONARD, MD (OFFICER), DENNIS HESCH (OFFICER) AND LAUREN SCHMID, MBA (KEY EMPLOYEE). - Business relationship, - Dennis Hesch (Officer), Matthew Kolb, JD, MHA (Officer), and Nicholas Crompton (Key Employee) - Business relationship, - Colleen Kannaday (Officer), John Wieland, MD (Key Employee), and Brandi Sweeney (Key Employee) - Business relationship Form 990, Part VI, Line 6 Classes of members or stockholders CARLE HEALTH - CENTRAL REGION, A TAX-EXEMPT ILLINOIS NOT-FOR-PROFIT CORPORATION, IS THE SOLE MEMBER. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body CARLE BROMENN MEDICAL CENTER'S SOLE MEMBER, CARLE HEALTH - CENTRAL REGION, ACTING THROUGH ITS BOARD OF TRUSTEES, HAS THE EXCLUSIVE POWER TO ELECT AND REMOVE MEMBERS OF THE BOARD OF TRUSTEES FOR THE CORPORATION IN ADDITION TO FILLING VACANCIES. Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders CARLE BROMENN MEDICAL CENTER MUST HAVE THE APPROVAL OF ITS SOLE MEMBER, CARLE HEALTH - CENTRAL REGION, THROUGH ITS BOARD OF TRUSTEES, WHEN VOTING ON MATTERS INCLUDING THE AMENDING OF GOVERNING DOCUMENTS; RECOMMENDING THE PRESIDENT TO THE BOARD; APPROVING ANY ANNUAL OR LONG-TERM CAPITAL OR OPERATIONAL BUDGETS; APPROVING PAYMENT TO THE MEMBERS OF THE BROMENN BOARD OF DIRECTORS FOR THEIR EXPENSES OR COMPENSATION FOR SERVICES; APPROVING ANY NEW, LONG-TERM OR MASTER INSTITUTIONAL PLAN OR CHANGES TO SUCH PLANS; APPROVING 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 HOSPITAL AND/OR CLINIC; APPROVING ANY ORGANIZATION OR ACQUISITION OF A SUBSIDIARY OR AFFILIATE; APPROVING ANY INITIATIVE REQUIRING CERTIFICATE OF NEED (CON) APPROVAL; APPROVING ANY PLEDGE OF ALL OR ANY PART OF THE CORPORATION'S ASSETS AS SECURITY FOR A DEBT, LIABILITY OR OTHER OBLIGATION; APPROVING ANY LOAN TO OR FOR THE CORPORATION OR ANY OTHER INDEBTEDNESS; AND APPROVING NON-BUDGETED EXPENDITURES OR SALE EXCEEDING THE PRESIDENT'S AUTHORIZED SPENDING AUTHORITY. Form 990, Part VI, Line 11b Review of form 990 by governing body 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 BOARD MEMBER RECEIVED NOTIFICATION THAT THE FORM 990 WAS POSTED AND AVAILABLE FOR REVIEW AT HIS/HER DISCRETION. EACH BOARD MEMBER HAS THE OPPORTUNITY TO CONTACT MANAGEMENT OR DISCUSS AND ADDRESS CONCERNS AT SUBSEQUENT BOARD MEETINGS. Form 990, Part VI, Line 12c Conflict of interest policy THE ORGANIZATION'S ESTABLISHED CONFLICT OF INTEREST POLICIES REQUIRE ANNUAL DISCLOSURE OF ACTUAL AND POTENTIAL CONFLICTS OF INTEREST FOR OFFICERS, DIRECTORS, MEMBERS OF THE GOVERNING BOARD, MEMBERS OF BOARD COMMITTEES, ADMINISTRATIVE AND MANAGERIAL EMPLOYEES AS WELL AS ALL EMPLOYEES OF THE PURCHASING DEPARTMENT. IF CIRCUMSTANCES CHANGE DURING THE COURSE OF A YEAR, INTERIM DISCLOSURE IS ALSO REQUIRED OF THE SAME INDIVIDUALS. THE DISCLOSURES OF EMPLOYEES ARE REVIEWED INITIALLY BY THE COMPLIANCE DEPARTMENT AND ANY IDENTIFIED CONFLICTS ARE REFERRED TO AND ADDRESSED BY THE ORGANIZATION'S INTERNAL LEGAL COUNSEL AND/OR CORPORATE INTEGRITY OFFICER. THE DISCLOSURES OF MEMBERS OF THE GOVERNING BOARD AND MEMBERS OF THE BOARD COMMITTEES ARE REVIEWED BY THE CHAIR OF THE BOARD. THE ENTIRE BOARD, ABSENT THE SUBJECT BOARD OR COMMITTEE MEMBER DETERMINES WHETHER A CONFLICT EXISTS. BOARD MEMBERS AND/OR BOARD COMMITTEE MEMBERS WITH IDENTIFIED CONFLICTS ARE REQUIRED TO RECUSE THEMSELVES FROM DELIBERATING AND VOTING ON MATTERS THAT MAY PRESENT A CONFLICT. THE ORGANIZATION ALSO MAINTAINS PURCHASING POLICIES REQUIRING COUNTER SIGNATURES TO FURTHER MINIMIZE THE RISK ASSOCIATED WITH ACTUAL AND/OR POTENTIAL CONFLICTS OF INTEREST. Form 990, Part VI, Line 19 Required documents available to the public THE CARLE FOUNDATION, THE SYSTEM PARENT ORGANIZATION OF CARLE BROMENN MEDICAL CENTER, 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 THESE WEBSITES. 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 OR BY SEARCHING AT HTTPS://EMMA.MSRB.ORG/. IN ADDITION, FORMS 990 OF THE ORGANIZATION'S FILING ENTITIES ARE AVAILABLE THROUGH DACBOND. QUARTERLY FINANCIAL STATEMENTS ARE ALSO AVAILABLE UPON REQUEST DELIVERED TO THE ORGANIZATION'S ADMINISTRATIVE OFFICES. THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICIES ARE ALSO AVAILABLE UPON REQUEST TO THE ORGANIZATION'S ADMINISTRATIVE OFFICES. Form 990, Part VII, Section A COLUMN B THE AVERAGE ESTIMATED HOURS PER WEEK LISTED FOR THE REPORTING ORGANIZATION AND RELATED ORGANIZATIONS ARE BASED ON A STANDARD 40 HOUR WEEK. MEMBERS MAY FREQUENTLY DEVOTE MORE THAN 40 HOURS OF SERVICE TO THE ENTIRE ORGANIZATION DURING AN AVERAGE WEEK. Form 990, Part VIII, Line 11d Other Miscellaneous Revenue All Other Revenue - Total Revenue: 1333359, Related or Exempt Function Revenue: 1333359, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Form 990, Part XI, Line 9 Other changes in net assets or fund balances INTERCOMPANY RECEIVABLE/PAYABLE SETTLEMENTS - -29597033; Total - -29597033; Form 990, Part XII, Line 2c Change of oversight process or selection process Form 990, Part XII, Lines 2A, B, C and Part IV, Lines 12, 12A THE FINANCIAL STATEMENTS FOR CARLE BROMENN MEDICAL CENTER WERE AUDITED ON A CONSOLIDATED BASIS. THE CARLE FOUNDATION HAS AN AUDIT COMMITTEE CONSISTING OF MEMBERS OF THE GOVERNING BOARD AND THE CHIEF FINANCIAL OFFICER WHO TOGETHER ASSUME RESPONSIBILITY FOR THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT OR AUDITOR. FORM 990, PART VI, LINE 15 15A & 15B - PROCESS TO ESTABLISH COMPENSATION OF TOP MANAGEMENT OFFICIAL CARLE BROMENN MEDICAL CENTER DOES NOT COMPENSATE ITS OFFICERS. EMPLOYEE COMPENSATION FOR THESE INDIVIDUALS IS PAID BY THE SYSTEM PARENT ORGANIZATION, THE CARLE FOUNDATION. THE GOVERNING BOARD OF THE CARLE FOUNDATION, THE SYSTEM PARENT ORGANIZATION OF CARLE BROMENN MEDICAL CENTER THROUGH ITS COMPENSATION COMMITTEE COMPRISED OF INDEPENDENT MEMBERS FREE OF CONFLICT, ANNUALLY REVIEWS EXECUTIVE COMPENSATION LEVELS AND ESTABLISHES APPROPRIATE SALARY RANGES AND OTHER FEATURES OF THE COMPENSATION PLAN IN ACCORDANCE WITH THE ORGANIZATION'S APPROVED COMPENSATION PHILOSOPHY AND STRATEGY: -THE COMMITTEE IS COMPRISED OF MEMBERS OF THE GOVERNING BOARD; 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. CARLE COMMUNITY HEALTH CORPORATION 611 W PARK STREET URBANA IL 61801 364458371 FNDN MISSION IL 501(c)(3) Type I CDF true CARLE DEVELOPMENT FOUNDATION 611 W PARK STREET URBANA IL 61801 371159978 FUNDRAISING IL 501(c)(3) 7 TCF true CARLE EUREKA HOSPITAL 611 W PARK STREET URBANA IL 61801 850688306 HOSPITAL SERVICES IL 501(c)(3) 3 CHCR true CARLE HEALTH - CENTRAL REGION 611 W PARK STREET URBANA IL 61801 990548510 GOVERNANCE/OVERSIGHT IL 501(c)(3) Type III-FI TCF true CARLE HEALTH - EAST REGION 611 W PARK STREET URBANA IL 61801 990582680 GOVERNANCE/OVERSIGHT IL 501(c)(3) Type III-FI TCF true CARLE HEALTH - SOUTH REGION 611 W PARK STREET URBANA IL 61801 990614340 GOVERNANCE/OVERSIGHT IL 501(c)(3) Type III-FI TCF true CARLE HEALTH - WEST REGION 611 W PARK STREET URBANA IL 61801 371111135 GOVERNANCE/OVERSIGHT IL 501(c)(3) Type III-FI TCF true CARLE HEALTH CARE INCORPORATED 611 W PARK STREET URBANA IL 61801 371140016 VARIOUS MEDICAL SERVICES IL 501(c)(3) 10 TCF true CARLE RETIREMENT CENTERS INC 611 W PARK STREET URBANA IL 61801 371160033 RETIREMENT LIVING IL 501(c)(3) 10 TCF true CARLE WEST PHYSICIAN GROUP INC 611 W PARK STREET URBANA IL 61801 850703768 PHYSICIAN SERVICES IL 501(c)(3) 10 CHCI true CRIS HEALTHY AGING 611 W PARK STREET URBANA IL 61801 370948852 SENIOR CITIZEN SERVICES IL 501(c)(3) 7 CHCI true HOOPESTON COMMUNITY MEMORIAL HOSPITAL 611 W PARK STREET URBANA IL 61801 363637465 HOSPITAL SERVICES IL 501(c)(3) 3 CHER true HULT CENTER FOR HEALTHY LIVING INC 611 W PARK STREET URBANA IL 61801 363510390 WELLNESS SERVICES IL 501(c)(3) 7 PH true HUMAN SERVICE CENTER 611 W PARK STREET URBANA IL 61801 371004882 BEHAVIORAL HEALTH SERVICES IL 501(c)(3) 7 TP true METHODIST MEDICAL CENTER FOUNDATION 611 W PARK STREET URBANA IL 61801 510186460 FUNDRAISING IL 501(c)(3) 7 CHWR true METHODIST MEDICAL CENTER OF ILLINOIS 611 W PARK STREET URBANA IL 61801 370661223 HOSPITAL SERVICES IL 501(c)(3) 3 CHWR true METHODIST SERVICES INC 611 W PARK STREET URBANA IL 61801 371111134 PROPERTY HOLDING CO. IL 501(c)(3) PF CHWR true PARK COURT LIMITED 611 W PARK STREET URBANA IL 61801 371178386 PROPERTY HOLDING CO. IL 501(c)(3) Type II CHWR true PEKIN MEMORIAL HOSPITAL 611 W PARK STREET URBANA IL 61801 370692351 HOSPITAL SERVICES IL 501(c)(3) 3 CHWR true PRAIRIE VIEW VILLAS NO 1 611 W PARK STREET URBANA IL 61801 261755679 HOUSING SERVICES IL 501(c)(3) 7 TMHC true PROCTOR HEALTH SYSTEMS 611 W PARK STREET URBANA IL 61801 364147437 PHYSICIAN SERVICES IL 501(c)(3) 3 CHWR true PROCTOR HOSPITAL 611 W PARK STREET URBANA IL 61801 370681540 HOSPITAL SERVICES IL 501(c)(3) 3 CHWR true RICHLAND MEMORIAL HOSPITAL INC 611 W PARK STREET URBANA IL 61801 371363001 HOSPITAL SERVICES IL 501(c)(3) 3 CHSR true TAZWOOD MENTAL HEALTH CENTER INC 611 W PARK STREET URBANA IL 61801 371278969 BEHAVIORAL HEALTH SERVICES IL 501(c)(3) 7 TP true THE CARLE FOUNDATION 611 W PARK STREET URBANA IL 61801 370673465 PARENT/INV MGMT IL 501(c)(3) Type III-FI NA false THE CARLE FOUNDATION HOSPITAL 611 W PARK STREET URBANA IL 61801 371119538 HOSPITAL SERVICES IL 501(c)(3) 3 CHER true THE METHODIST MEDICAL CENTER OF ILLINOIS SELF INSURANCE TRUST AGREEMENT 611 W PARK STREET URBANA IL 61801 376181831 SELF INSURANCE IL 501(c)(3) Type I MMCI true TRILLIUM PLACE 611 W PARK STREET URBANA IL 61801 834051901 BEHAVIORAL HEALTH SERVICES IL 501(c)(3) Type II CHWR true CENTRAL ILLINOIS ENDOSCOPY CENTER LLC 611 W PARK STREET URBANA IL 61801 208243285 MEDICAL SERVICES IL NA N/A CHAMPAIGN SURGICENTER LLC 611 W PARK STREET URBANA IL 61801 201915925 SURGICAL CENTER IL NA N/A MOUPH LLC 611 W PARK STREET URBANA IL 61801 921791534 OUTPATIENT ORTHOPEDIC SERVICES IL NA N/A RAVEN EVERGREEN CREDIT OFFSHORE FUND II LP 75 SPRING STREET 6TH FLOOR NEW YORK NY 10012 981747373 INVESTMENTS NA N/A REHABILITATION THERAPY SERVICES LLC 416 ST MARKS CT 110 PEORIA IL 61603 810584193 REHABILITATION THERAPY IL NA N/A THE CENTER FOR ORTHOPEDIC MEDICINE LLC RECOVERY CARE CENTER 2502B E EMPIRE ST BLOOMINGTON IL 61704 270934895 OUTPATIENT ORTHOPEDIC SERVICES IL NA N/A THE CENTER FOR ORTHOPEDIC MEDICINE LLC SURGERY CENTER 2502B E EMPIRE ST BLOOMINGTON IL 61704 371356453 OUTPATIENT ORTHOPEDIC SERVICES IL NA N/A BELCREST SERVICES LTD 611 W PARK STREET URBANA IL 61801 371196307 MEDICAL SERVICES IL NA C Corporation true CARLE HEALTH JUNCTION MEDICAL LLC 611 W PARK STREET URBANA IL 61801 814609769 CARE COORDINATION IL NA C Corporation true CARLE HEALTH PHYSICIAN PARTNERS INC 611 W PARK STREET URBANA IL 61801 850718392 PHYSICIAN SERVICES IL NA C Corporation true CARLE HOLDING COMPANY INC 611 W PARK STREET URBANA IL 61801 371188284 HOLDING CO. IL NA C Corporation true CARLE RESEARCH PRODUCTS INC 611 W PARK STREET URBANA IL 61801 999999999 MEDICAL RESEARCH - INACTIVE IL NA C Corporation true CARLE RISK MANAGEMENT COMPANY 611 W PARK STREET URBANA IL 61801 371217973 RISK MANAGEMENT IL NA C Corporation true CARLE VENTURES INC 611 W PARK STREET URBANA IL 61801 371313150 HEALTH CARE PARTNERSHIPS IL NA C Corporation true CHA HOLDING INC 3310 SOUTH FIELDS DR CHAMPAIGN IL 61822 471854275 HOLDING CO. 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WA NA C Corporation true HEALTH PLUS INC 611 W PARK STREET URBANA IL 61801 371295532 CONTRACTING IL NA C Corporation true HEALTH SYSTEMS INSURANCE LIMITED GOVERNORS SQUARE 2ND FLOOR BLDG 3 23 LIME TREE BAY AVE GRAND CAYMAN CJ KY11102 980638449 INSURANCE CJ NA C Corporation true METHODIST HEALTH VENTURES INC 611 W PARK STREET URBANA IL 61801 371140939 HOLDING CO. IL NA C Corporation true OPTIMUM HEALTH SOLUTIONS INC 611 W PARK STREET URBANA IL 61801 205430137 CARE COORDINATION - INACTIVE IL NA C Corporation true PEKIN PROHEALTH INC 611 W PARK STREET URBANA IL 61801 371117052 CLINICAL OPERATIONS IL NA C Corporation true PROVIDER RESOURCE MANAGEMENT INC 611 W PARK STREET URBANA IL 61801 371223550 PHYSICIAN SERVICES IL NA C Corporation true false false true false false false false false false false true true true false false true true true true CARLE DEVELOPMENT FOUNDATION C 340997 BOOK Carle Eureka Hospital L 166980 book Health Alliance Connect Inc L 3596782 book Health Alliance Medical Plans Inc L 12303930 book Carle West Physician Group Inc M 1934800 book Health Systems Insurance Limited M 2161251 book The Carle Foundation Hospital S 180755 book