THE CARLE FOUNDATION: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- THE CARLE FOUNDATION (EIN 37-0673465)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-05-11
- IRS object ID
- 201121319349302227
- Schema version
- 2009v1.7
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-11T15:22:16-05:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 MONUMENT CIRCLE SUITE 2600 | AddressLine1 |
| City | INDIANAPOLIS | City |
| State | IN | State |
| ZIP Code | 46204 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 370673465 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Carle Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CARL | NameControl |
| Phone | 2173833311 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 611 W PARK | AddressLine1 |
| City | URBANA | City |
| State | IL | State |
| ZIP Code | 61801 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOHN M SNYDER | Name |
| Title | EVP & COO | Title |
| Date Signed | 2011-05-10 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3176817000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | DENNIS HESCH CFO | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 611 W PARK ST | AddressLine1 |
| City | URBANA | City |
| State | IL | State |
| ZIP Code | 61801 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 370500358 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | WWW.CARLE.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1946 | YearFormation |
| State Legal Domicile | IL | StateLegalDomicile |
| Activity Or Mission Description | THE CARLE FOUNDATION IS ORGANIZED AND EXCLUSIVELY OPERATES AS A NOT-FOR-PROFIT CORPORATION FOR CHARITABLE, SCIENTIFIC AND EDUCATIONAL PURPOSES. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 14 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 8 | NbrIndependentVotingMembers |
| Total Nbr Employees | 18 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 10877477 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 10386097 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 456002 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 203945 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 29954112 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 30869494 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -75690970 | InvestmentIncomePriorYear |
| Investment Income Current Year | 103870917 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 5379995 | OtherRevenuePriorYear |
| Other Revenue Current Year | 730990 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | -39900861 | TotalRevenuePriorYear |
| Total Revenue Current Year | 135675346 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1656384 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1601004 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 6248949 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 7890596 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 41087598 | OtherExpensePriorYear |
| Other Expenses Current Year | 53936251 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 48992931 | TotalExpensesPriorYear |
| Total Expenses Current Year | 63427851 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -88893792 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 72247495 | RevenuesLessExpensesCY |
| Total Assets BOY | 653872040 | TotalAssetsBOY |
| Total Assets EOY | 844398339 | TotalAssetsEOY |
| Total Liabilities BOY | 266560635 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 417421877 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 387311405 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 426976462 | NetAssetsOrFundBalancesEOY |
| Mission Description | THE CARLE FOUNDATION IS ORGANIZED AND EXCLUSIVELY OPERATES AS A NOT-FOR-PROFIT CORPORATION FOR CHARITABLE, SCIENTIFIC AND EDUCATIONAL PURPOSES. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 37346750 | Expense |
| Grants | 1601004 | Grants |
| Revenue | 54921425 | Revenue |
| Description | The corporation engages in activities to develop and support the providing of health care services, including charity care, by the affiliates related to the corporation including the Carle Foundation Hospital. The Foundation's purpose includes serving as the parent corporation for related affiliates that together performs as an integrated health care delivery network in furtherance and support of charitable, health care education and research activities. | Description |
| Total Program Service Expense | 37346750 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | true | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | true | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | true | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | true | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | true | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | true | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 53 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 18 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | true | ForeignFinancialAccount |
| Name Of Foreign Country | CJ | NameOfForeignCountry |
| Name Of Foreign Country | EI | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Nbr Voting Governing Body Members | 14 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 8 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | true | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | true | InvestmentInJointVenture |
| Written Policy Or Procedure | true | WrittenPolicyOrProcedure |
| States Where Copy Of Return Is Filed | IL | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | DENNIS HESCH CFOEXEC VP | NamePerson |
| Telephone Number | 2173833311 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 611 W PARK ST | AddressLine1 |
| City | URBANA | City |
| State | IL | State |
| ZIP Code | 61801 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (26 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| Marty Smith | ||||||||
| Chairman of Board | 3.0 | X | X | 0 | 0 | 0 | ||
| Philip Blankenburg | ||||||||
| Vice Chairman of Board | 2.0 | X | X | 0 | 0 | 0 | ||
| Cora E Musial PHD MD | ||||||||
| Secretary of Board | 40.0 | X | X | 0 | 51982 | 0 | ||
| E Phillips Knox | ||||||||
| Immed. Past Chairman of Board | 2.0 | X | X | 0 | 0 | 0 | ||
| Kenneth Aronson MD | ||||||||
| Trustee (eff 04/01/10) | 80.0 | X | 0 | 0 | 0 | |||
| Matthew Gibb MD | ||||||||
| Trustee (eff 04/01/10) | 40.0 | X | 0 | 185470 | 0 | |||
| Donna Greene | ||||||||
| Trustee (eff 04/01/10) | 0.5 | X | 0 | 0 | 0 | |||
| Tom Harrington Jr | ||||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | |||
| Jane Hays | ||||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | |||
| David Ikenberry PHD | ||||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | |||
| J Michael Martin | ||||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | |||
| Rick Stephens | ||||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | |||
| Paul Tender MD | ||||||||
| Trustee | 80.0 | X | 0 | 0 | 0 | |||
| George Timmons | ||||||||
| Trustee | 0.5 | X | 0 | 0 | 0 | |||
| Mary McGrath | ||||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | |||
| James C Leonard MD | ||||||||
| President & CEO | 20.0 | X | 915196 | 0 | 225968 | |||
| R Bruce Wellman MD | ||||||||
| CEO of CPG (eff 4/1/10) | 8.0 | X | 0 | 0 | 0 | |||
| John Snyder | ||||||||
| Exec VP and COO | 9.0 | X | 528924 | 0 | 134811 | |||
| Robert Tonkinson | ||||||||
| SVP & CFO (thru 3/31/10) | 10.0 | X | 455625 | 0 | 113227 | |||
| Dennis Hesch | ||||||||
| SVP & CFO (after 4/1/10) | 15.0 | X | 0 | 0 | 0 | |||
| Philip Kubow | ||||||||
| Senior VP Human Resources | 60.0 | 314522 | 0 | 75954 | X | |||
| Napoleon Knight MD | ||||||||
| VP Med Affairs/Chf Med Officer | 10.0 | 472428 | 0 | 109533 | X | |||
| Laurence J Fallon | ||||||||
| Senior VP Legal Affairs | 25.0 | 362975 | 0 | 76079 | X | |||
| Pamela Bigler | ||||||||
| VP Pat. Care/Chf Nursing Off. | 20.0 | 265015 | 0 | 69332 | X | |||
| Lynette Barnes | ||||||||
| VP Clinical Operations | 5.0 | 262567 | 0 | 52633 | X | |||
| Michael Billimack | ||||||||
| VP Mktg, Plan & Gov't Relation | 30.0 | 202693 | 0 | 55027 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 3779945 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 237452 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 912564 | TotalOtherCompensation |
| Number Individuals GT100 K | 10 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| DELOITTE LLP | |||||
| PO BOX 7247-6447 | PHILADELPHIA | PA | 191706447 | CONSULTING | 6851397 |
| HALL RENDER KILLIAN HEATH LYMA | |||||
| 39778 TREASURY CENTER | CHICAGO | IL | 606949700 | LEGAL | 2240249 |
| ERNST YOUNG | |||||
| PO BOX 848107 | DALLAS | TX | 752848107 | ACCTG/ CONSULTING | 1467341 |
| ECG MANAGEMENT CONSULTANTS | |||||
| 1111 THIRD AVENUE SUITE 2700 | SEATTLE | WA | 981013201 | CONSULTING | 1061675 |
| DRINKER BIDDLE REATH LLP | |||||
| ONE LOGAN SQUARE SUITE 2000 | PHILADELPHIA | PA | 191036996 | LEGAL | 1014353 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 16 | NumberOfContractorsGT100K |
| Related Organizations | 203945 | RelatedOrganizations |
| Total Contributions | 203945 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| RENT FROM RELATED ENTITIES | 531120 | 29553494 | 29553494 |
| MANAGEMENT FEES | 541610 | 1316000 | 1316000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 30869494 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 41788530 | TotalRevenueColumn |
| Related Or Exempt Function Income | 23349267 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 10877477 | UnrelatedBusinessRevenue |
| Exclusion | $7,561,786 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1613 | TotalRevenueColumn |
| Exclusion | $1,613 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 8699626 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 8208104 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 491522 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 491523 | TotalRevenueColumn |
| Related Or Exempt Function Income | 491523 | RelatedOrExemptFunctionIncome |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 265058908 | Securities |
| Other | 23638774 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 218736101 | Securities |
| Other | 7880807 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 46322807 | Securities |
| Other | 15757967 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 62080774 | TotalRevenueColumn |
| Exclusion | $62,080,774 | ExclusionAmount |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|---|
| VINEYARD CHURCH REIMBURSEMENT | 900099 | 28326 | $28,326 | |
| VARIOUS CARLE CLINIC ASSN REVENUE | 900099 | 211141 | 211141 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 239467 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 135675346 | TotalRevenueColumn |
| Related Or Exempt Function Income | 54921425 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 10877477 | UnrelatedBusinessRevenue |
| Exclusion | $69,672,499 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1601004 | Total |
| Program Services | 1601004 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3877798 | Total |
| Program Services | 1938899 | ProgramServices |
| Management And General | 1938899 | ManagementAndGeneral |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2802460 | Total |
| Program Services | 1498708 | ProgramServices |
| Management And General | 1303752 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 206776 | Total |
| Program Services | 70428 | ProgramServices |
| Management And General | 136348 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 768844 | Total |
| Program Services | 196818 | ProgramServices |
| Management And General | 572026 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 234718 | Total |
| Program Services | 79457 | ProgramServices |
| Management And General | 155261 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4814299 | Total |
| Management And General | 4814299 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 135000 | Total |
| Management And General | 135000 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18000 | Total |
| Management And General | 18000 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1518699 | Total |
| Program Services | 1518699 | ProgramServices |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10281521 | Total |
| Program Services | 660973 | ProgramServices |
| Management And General | 9620548 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1241 | Total |
| Management And General | 1241 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 276992 | Total |
| Program Services | 84056 | ProgramServices |
| Management And General | 192936 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 88556 | Total |
| Program Services | 61579 | ProgramServices |
| Management And General | 26977 | ManagementAndGeneral |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1138106 | Total |
| Program Services | 434476 | ProgramServices |
| Management And General | 703630 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2444 | Total |
| Management And General | 2444 | ManagementAndGeneral |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 80168 | Total |
| Management And General | 80168 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12281860 | Total |
| Program Services | 12044305 | ProgramServices |
| Management And General | 237555 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16696877 | Total |
| Program Services | 16588578 | ProgramServices |
| Management And General | 108299 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral | Program ServicesProgramServices |
|---|---|---|---|
| FEDERAL TAXES | 2550786 | 2550786 | |
| STATE AND OTHER TAXES | 2875637 | 2875637 | |
| INTERNAL FEES | 1056568 | 528284 | 528284 |
| LOSS ON IMPAIRMENT | 23428 | 23428 | |
| All other expenses | 96069 | 79011 | 17058 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 63427851 | Total |
| Program Services | 37346750 | ProgramServices |
| Management And General | 26081101 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3572999 | BOY |
| EOY | 0 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 37594282 | BOY |
| EOY | 20531843 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 293542 | BOY |
| EOY | 228380 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 553687338 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 248248286 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 262523271 | BOY |
| EOY | 305439052 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 271452576 | BOY |
| EOY | 393147869 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14088599 | BOY |
| EOY | 20725849 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 60435366 | BOY |
| EOY | 94663953 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3911405 | BOY |
| EOY | 9661393 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 653872040 | BOY |
| EOY | 844398339 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10106323 | BOY |
| EOY | 11639153 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 239245104 | BOY |
| EOY | 364260658 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17209208 | BOY |
| EOY | 41522066 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 266560635 | BOY |
| EOY | 417421877 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 387311405 | BOY |
| EOY | 426976462 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 387311405 | BOY |
| EOY | 426976462 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 653872040 | BOY |
| EOY | 844398339 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type2 | X | SupportingOrg509a3Type2 |
| Certification Checkbox | X | CertificationCheckbox |
| Contrib By Controlling Individual | false | ContribByControllingIndividual |
| Contribution By Related Party | false | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | false | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation (2 entries)
| EINEIN | Type Of OrganizationTypeOfOrganization | Listed In Governing DocListedInGoverningDoc | Supported Organization NotifiedSupportedOrganizationNotified | Organized In USOrganizedInUS | AmountAmount |
|---|---|---|---|---|---|
| Carle Foundation Hospital | |||||
| 371119538 | 03 | true | true | true | $37,286,750 |
| Carle Health Care | |||||
| 371140016 | 09 | true | true | true | $60,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 2 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 37346750 | SumOfAmounts |
| General Explanation | THE CORPORATION ENGAGES IN ACTIVITIES, INCLUDING PROVIDING FACILITIES AND GENERAL MANAGEMENT, FOR THE BENEFIT OF CARLE FOUNDATION HOSPITAL AND OTHER RELATED EXEMPT ENTITIES. | GeneralExplanation |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbying | |
| Total Direct Lobbying | TotalDirectLobbying | |
| Total Lobbying Expenditures | TotalLobbyingExpenditures | |
| Other Exempt Purpose Expenditures | OtherExemptPurposeExpenditures | |
| Total Exempt Purpose Expenditures | TotalExemptPurposeExpenditures | |
| Lobbying Nontaxable | LobbyingNontaxableAmount | |
| Grassroots Nontaxable | GrassrootsNontaxableAmount | |
| Tot Lobbying Grassroot Minus Non Tx | TotLobbyingGrassrootMinusNonTx | |
| Tot Lobby Expend Mns Lobbying Nontx | TotLobbyExpendMnsLobbyingNontx | |
| Volunteers | false | Volunteers |
| Paid Staff Or Management | false | PaidStaffOrManagement |
| Media Advertisements | false | MediaAdvertisements |
| Mailings Members | false | MailingsMembers |
| Publications Or Broadcast | false | PublicationsOrBroadcast |
| Grants Other Organizations | false | GrantsOtherOrganizations |
| Direct Contact Legislators | true | DirectContactLegislators |
| Direct Contact Legislators | $18,000 | DirectContactLegislatorsAmount |
| Rallies Demonstrations | false | RalliesDemonstrations |
| Other Activities | false | OtherActivities |
| Total Lobbying Expenditures IIB | 18000 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | false | NotDescribedIn501c3 |
| Form4720 Filed4912 Tax | false | Form4720Filed4912Tax |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SCHEDULE C SUPPLEMENTAL INFORMATION | Identifier |
| Explanation | THE FOUNDATION HAS A CONTRACT PROFESSIONAL TO PROVIDE CONSULTING SERVICES FOR THE FOUNDATION. AS A PORTION OF THE CONTRACTOR'S DUTIES, THE CONTRACTOR INTERACTS WITH GOVERNMENTAL OFFICIALS ON BEHALF OF THE FOUNDATION. | Explanation |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 24017467 | OtherCostOrOtherBasis |
| Book Value | 24017467 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 368385855 | OtherCostOrOtherBasis |
| Depreciation | 139890253 | Depreciation |
| Book Value | 228495602 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 5398181 | OtherCostOrOtherBasis |
| Depreciation | 4029966 | Depreciation |
| Book Value | 1368215 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 130036046 | OtherCostOrOtherBasis |
| Depreciation | 97186634 | Depreciation |
| Book Value | 32849412 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 25849789 | OtherCostOrOtherBasis |
| Depreciation | 7141433 | Depreciation |
| Book Value | 18708356 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 305439052 | TotalOfBookValueLandBuildings |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Investment in HSIL | Description |
| Book Value | 94663953 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Program Related | 94663953 | TotalOfBookValueProgramRelated |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (7 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DUE TO HAMP-SE URBANA-ST PORTION | $237,252 |
| CURRENT PORTION OF LT DEBT | $547,050 |
| INTEREST PAYABLE 2009 | $1,465,350 |
| INTEREST RATE SWAP | $14,839,240 |
| ASSET RETIREMENT OBLIGATION | $6,847,333 |
| LIAB FOR UNASSERTED CLAIM | $13,535,586 |
| 457(F) PLAN PAYABLE | $4,050,255 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 41522066 | TotalOfAmounts |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SCHEDULE D, SUPPLEMENTAL INFORMATION | Identifier |
| Explanation | The Foundation adopted the guidance for accounting for uncertainty in income taxes on July 1, 2007. This guidance clarifies the accounting for uncertainty in income taxes recognized in an organization's financial statement. The guidance prescribes a more-likely-than-not recognition threshold and measurement attribute for financial statement recognition of a tax position taken or expected to be taken. Amounts requiring recognition under tax accounting guidance is reflected as a liability for uncertain tax benefits along with any associated interest and penalites that would be payable to the taxing authorities upon examination. There are no uncertain tax benefits identified or recorded as a liability as of June 30, 2010 and 2009. | Explanation |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | false | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable (2 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| Central America and the Caribbean | 0 | 0 | Program Services | SELF INSURANCE | 136290 |
| Central America and the Caribbean | 0 | 0 | Unrelated Trade or Business | 236421 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Total Amount Spent | 372711 | TotalAmountSpent |
Form990 Schedule F Part IV Form990ScheduleFPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SCHEDULE F, PART I, LINE 3 | Identifier |
| Return Reference | SELF INSURANCE | ReturnReference |
| Explanation | HEALTH SYSTEMS INSURANCE, LIMITED REVENUE AND EXPENSES ARE REPORTED ON THE CARLE FOUNDATION CONSOLIDATED INCOME STATEMENT ON A FISCAL YEAR END BASIS. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | false | RecordsMaintained |
Recipient Table RecipientTable (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| CARLE FOUNDATION HOSPITAL | |||||||
| 611 W PARK ST | URBANA | IL | 61801 | 371119538 | 501(c)(3) | 1541004 | INTERNAL FUNDING |
| CARLE HEALTH CARE | |||||||
| 611 W PARK ST | URBANA | IL | 61801 | 371140016 | 501(C)(3) | 60000 | INTERNAL FUNDING |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 2 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Form 990, Schedule I | Identifier |
| Return Reference | Description of Organization's Procedures for Monitoring the Use of Grants | ReturnReference |
| Explanation | THE GRANTS WERE MADE TO RELATED AFFILIATES, THE CARLE FOUNDATION HOSPITAL AND CARLE HEALTH CARE, INCORPORATED, UNDER COMMON CONTROL BY THE PARENT ORGANIZATION, THE CARLE FOUNDATION. THE GRANTS WERE MADE TO SUPPORT THE ORGANIZATION'S MISSION FOR MEETING THE NEEDS OF THE COMMUNITY WE SERVE. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | true | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | true | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (10 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Matthew Gibb MD | |||||||||||||
| 0 | 185470 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 185470 | 0 | 0 |
| James C Leonard MD | |||||||||||||
| 578664 | 0 | 210000 | 0 | 126532 | 0 | 207531 | 0 | 18437 | 0 | 1141164 | 0 | 0 | 0 |
| John Snyder | |||||||||||||
| 327478 | 0 | 87500 | 0 | 113946 | 0 | 116675 | 0 | 18136 | 0 | 663735 | 0 | 0 | 0 |
| Robert Tonkinson | |||||||||||||
| 286338 | 0 | 61800 | 0 | 107487 | 0 | 93958 | 0 | 19269 | 0 | 568852 | 0 | 88693 | 0 |
| Philip Kubow | |||||||||||||
| 257094 | 0 | 52000 | 0 | 5428 | 0 | 61715 | 0 | 14239 | 0 | 390476 | 0 | 0 | 0 |
| Napoleon Knight MD | |||||||||||||
| 306915 | 0 | 49845 | 0 | 115668 | 0 | 84789 | 0 | 24744 | 0 | 581961 | 0 | 3565 | 0 |
| Laurence J Fallon | |||||||||||||
| 264528 | 0 | 51500 | 0 | 46947 | 0 | 58583 | 0 | 17496 | 0 | 439054 | 0 | 44653 | 0 |
| Pamela Bigler | |||||||||||||
| 189111 | 0 | 36500 | 0 | 39404 | 0 | 55412 | 0 | 13920 | 0 | 334347 | 0 | 18393 | 0 |
| Lynette Barnes | |||||||||||||
| 208450 | 0 | 32014 | 0 | 22103 | 0 | 52195 | 0 | 438 | 0 | 315200 | 0 | 17252 | 0 |
| Michael Billimack | |||||||||||||
| 171769 | 0 | 26250 | 0 | 4674 | 0 | 39777 | 0 | 15250 | 0 | 257720 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Supplemental Compensation Information | Identifier |
| Return Reference | SCHEDULE J, PART I, QUESTIONS 6A & 6B | ReturnReference |
| Explanation | 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 and also within the context of meeting certain minimum financial thresholds. | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ILLINOIS FINANCE AUTHORITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 861091967 | IssuerEIN |
| CUSIP Number | 45200FVH9 | CUSIPNumber |
| Date Issued | 2009-03-18 | DateIssued |
| Issue Price | 240717712 | IssuePrice |
| Description Of Purpose | SERIES 2009 VARIABLE RATE BONDS | DescriptionOfPurpose |
| Defeased | false | Defeased |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Proceeds | 22983917 | TotalProceeds |
| Amount In Reserve Fund | 0 | AmountInReserveFund |
| Amount Defeased | 0 | AmountDefeased |
| Amount Unspent | 0 | AmountUnspent |
| Issuance Costs From Proceeds | 3025297 | IssuanceCostsFromProceeds |
| Working Capital Expenditures | 0 | WorkingCapitalExpenditures |
| Capital Expenditures | 19958620 | CapitalExpenditures |
| Year Of Subst Completion | 2010 | YearOfSubstCompletion |
| Current Refunding | true | CurrentRefunding |
| Advance Refunding | false | AdvanceRefunding |
| Final Allocation Made | true | FinalAllocationMade |
| Adequate Books And Recds Maintaind | true | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Owning Bond Financed Property | false | OwningBondFinancedProperty |
| Any Lease Arrangements | false | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | false | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | false | AnyResearchAgreements |
| Bond Counsel Routinely Engaged | true | BondCounselRoutinelyEngaged |
| Prcntge Prvt Business Use By Others | 0.00000 | PrcntgePrvtBusinessUseByOthers |
| Percentage Of Prvt Business Re UBI | 0.00000 | PercentageOfPrvtBusinessReUBI |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUse |
| Post Issuance Compliance Procdrs | true | PostIssuanceComplianceProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8038 T Filed | false | Form8038TFiled |
| Variable Rate Issue | true | VariableRateIssue |
| Hedge Identified In Books And Recds | false | HedgeIdentifiedInBooksAndRecds |
| Gross Proceeds Invested In GIC | false | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | false | GrossProceedsInvested |
| Exception To Rebate | true | ExceptionToRebate |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (3 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| BEAR PROPERTIES LLC | |||
| SEE SCHEDULE O | 155643 | SEE SCHEDULE O | false |
| DR R BRUCE WELLMAN | |||
| OFFICER | 153858 | COMP AS EE AFTER 4/1/10 | false |
| DENNIS HESCH | |||
| OFFICER | 102356 | COMP AS EE AFTER 4/1/10 | false |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (3 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| FORM 990, SUPPLEMENTAL INFORMATION | FORM 990, PART VI, QUESTION 2 SECRETARY CORA E. MUSIAL AND TRUSTEE PAUL TENDER HAVE A BUSINESS RELATIONSHIP. IMMEDIATE PAST CHAIR E. PHILIPS KNOX AND TRUSTEES DAVID IKENBERRY AND DONNA GREENE HAVE A BUSINESS RELATIONSHIP. FORM 990, PART VI, QUESTION 4 THERE WERE NINE (9) SIGNIFICANT UPDATES TO THE BYLAWS OF THE CARLE FOUNDATION. (1) THE TITLE OF CHAIRMAN WAS CHANGED TO CHAIR, AND PRESIDENT WAS CHANGED TO PRESIDENT/CEO. THE NUMBER, TENURE AND QUALIFICATIONS PORTION (ARTICLE IV, SECTION 2, PARAGRAPH (A)) WAS REVISED TO SPECIFY THAT THE BOARD OF TRUSTEES SHALL BE INCREASED BY FIVE (5) MEMBERS TO CONSIST OF SIXTEEN (16) TRUSTEES, AND SHALL INCLUDE TEN (10) MEMBERS REPRESENTATIVE OF THE COMMUNITY SERVED BY THE CORPORATION, FOUR (4) HOSPITAL EMPLOYED (OR HOSPITAL AFFILIATE-EMPLOYED) PHYSICIAN MEMBERS AND TWO (2) EX-OFFICIO, NON-VOTING MEMBERS. ALL MENTION OF INELIGIBILITY TO SERVE ON THE BOARD OF TRUSTEES DUE TO ASSOCIATIONS WITH CARLE CLINIC ASSOCIATION, INCLUDING IMMEDIATE FAMILY MEMBERS, (ARTICLE IV, SECTION 2, PARAGRAPH (E); ARTICLE IV, SECTION 2, PARAGRAPH (F); ARTICLE V, SECTION 4, PARAGRAPH (A)) HAVE BEEN REVISED OR OMITTED DUE TO INTEGRATION WITH CARLE CLINIC ASSOCIATION ON APRIL 1, 2010. (2) THE BYLAWS FURTHER CLARIFY WHO SERVES AS EX-OFFICIO (ARTICLE IV, SECTION 2 (H)). THE PRESIDENT/CEO OF THE CORPORATION AND THE CEO OF CARLE CLINIC PHYSICIANS SHALL SERVE AS EX-OFFICIO, NON-VOTING MEMBERS OF THE BOARD OF TRUSTEES AND SHALL CONTINUE TO HOLD THE POSITION OF EX-OFFICIO UNTIL HE NO LONGER HOLDS THE POSITION OF PRESIDENT/CEO OF THE CORPORATION OR CEO OF CARLE CLINIC PHYSICIANS, AS APPLICABLE. (3) THE CEO OF CARLE CLINIC PHYSICIANS SHALL ALSO BE THE EX-OFFICIO, NON VOTING MEMBER SERVING ON THE EXECUTIVE COMMITTEE, NOMINATING COMMITTEE, FINANCE COMMITTEE AND QUALITY COMMITTEE. IF ADDITIONAL COMMITTEES ARE FORMED FOR THE PURPOSE OF THE ADMINISTRATION OR OPERATION OF THE HOSPITAL, THEN THE COMMITTEE SHALL INCLUDE THE CEO OF CARLE CLINIC PHYSICIANS AS AN EX-OFFICIO, NON-VOTING MEMBER. (4) THERE WAS AN INCREASE IN THE NUMBER OF TRUSTEES ON THE EXECUTIVE COMMITTEE FROM FIVE (5) TO SEVEN (7) CONSISTING OF THE CHAIR OF THE CORPORATION, AT LEAST TWO (2) PHYSICIAN MEMBERS, AND AS EX-OFFICIO, NON-VOTING MEMBERS THE PRESIDENT/CEO OF THE CORPORATION AND THE CEO OF CARLE CLINIC PHYSICIANS (ARTICLE V, SECTION 3, PARAGRAPH (A)). (5) THERE WAS FURTHER CLARIFICATION AS TO THE DEFINITION OF AFFILIATE TO MEAN ANY CORPORATION, ASSOCIATION, LIMITED LIABILITY COMPANY, PARTNERSHIP, TRUST, JOINT VENTURE, OR OTHER ENTITY DIRECTLY OR INDIRECTLY CONTROLLING, CONTROLLED BY, OR UNDER THE COMMON CONTROL WITH THE CORPORATION (ARTICLE V, SECTION 3, PARAGRAPH (B)). (6) THE NOMINATING COMMITTEE PORTION (ARTICLE V, SECTION 4, PARAGRAPH (A)) WAS REVISED TO SPECIFY THE FIVE (5) POSITIONS OF MOST RECENT PHYSICIANS RETIRED FROM THE BOARD OF TRUSTEES THAT ARE EMPLOYED BY THE HOSPITAL, WHEREAS PREVIOUSLY THEY WERE NOT TO BE EMPLOYED BY THE CORPORATION. (7) THE NOMINATING COMMITTEE SHALL SOLICIT INPUT FROM THE PHYSICIAN COUNCIL ESTABLISHED BY THE HOSPITAL AS TO POTENTIAL PHYSICIAN CANDIDATES FOR NOMINATION ON THE BOARD OF TRUSTEES (ARTICLE V, SECTION 4, PARAGRAPH (F)). (8) THE OFFICERS PORTION (ARTICLE VI, SECTION 1) IS AMENDED TO INCLUDE THE CEO OF CARLE CLINIC PHYSICIANS. THIS POSITION IS A PHYSICIAN APPOINTED BY THE BOARD OF TRUSTEES, HOWEVER IN THE EVENT OF A VACANCY IN THIS POSITION, RECOMMENDATIONS BY THE PHYSICIAN COUNCIL TO THE PRESIDENT/CEO WILL BE CONSIDERED. NO SINGLE INDIVIDUAL MAY OCCUPY TWO (2) OR MORE OF THE FOLLOWING OFFICES: CHAIR, PRESIDENT/CEO, CEO OF CARLE CLINIC PHYSICIANS, AND SECRETARY. (9) THE POSITION OF TREASURER AND SECRETARY MAY BE HELD BY A PHYSICIAN. FORM 990, PART VI, QUESTION 11 THE FORM 990 WAS PREPARED BY 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 INTERNAL DIRECTOR PORTAL. ALSO BEFORE FILING, THE GOVERNING MEMBERS RECEIVED NOTIFICATION THAT FORM 990 WAS POSTED AND AVAILABLE FOR THEIR REVIEW. AS NECESSARY, THE GOVERNING MEMBERS HAVE THE OPPORTUNITY TO DISCUSS AND ADDRESS CONCERNS AT SUBSEQUENT BOARD MEETINGS. FORM 990, PART VI, QUESTION 12C YES. 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 COMPLIANCE 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 RECUSED FROM VOTING ON MATTERS RELATED TO THEIR CONFLICTS. THE ORGANIZATION ALSO MAINTAINS PURCHASING POLICIES REQUIRING COUNTER SIGNATURES TO FURTHER HELP MINIMIZE THE RISK ASSOCIATED WITH CONFLICTS OF INTEREST. FORM 990, PART VI, QUESTION 15A & B THE BOARD OF DIRECTORS OF THE CARLE FOUNDATION, THROUGH THE COMPENSATION COMMITTEE COMPRISED OF INDEPENDENT MEMBERS FREE OF CONFLICT, ANNUALLY REVIEW EXECUTIVE COMPENSATION LEVELS AND ESTABLISH APPROPRIATE SALARY RANGES AND OTHER FEATURES OF THE COMPENSATION PLAN IN ACCORDANCE WITH THE ORGANIZATION'S APPROVED COMPENSATION PHILOSOPHY AND STRATEGY: 1. THE COMMITTEE IS COMPRISED OF MEMBERS OF THE BOARD OF DIRECTORS, 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. 2. 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 ARE DEVELOPED BY THE CEO, REVIEWED BY THE COMMITTEE, EVALUATED AGAINST MARKET DATA, AND APPROVED BY THE COMMITTEE. 3. 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 THEIR REVIEW INCLUDES TOTAL COMPENSATION (CASH COMPENSATION, PLUS BENEFITS PROVIDED BY THE CARLE FOUNDATION) IN RELATION TO ORGANIZATIONAL PERFORMANCE AND PREVAILING INDUSTRY PRACTICES OF COMPARABLY-SIZED ORGANIZATIONS. THEY HAVE ENGAGED THE SERVICES OF A COMPENSATION CONSULTING FIRM SPECIALIZING IN THE NOT-FOR-PROFIT SECTOR THAT HAS WORKED WITH THE CARLE FOUNDATION AND REPORTS DIRECTLY TO THE COMPENSATION COMMITTEE. FORM 990, PART VI, QUESTION 19 A COMMUNITY BENEFIT REPORT IS PUBLISHED AND DISTRIBUTED ANNUALLY TO THE COMMUNITY. QUARTERLY FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST DELIVERED TO THE ORGANIZATION'S ADMINISTRATIVE OFFICES. THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICIES ARE ALSO AVAILABLE UPON REQUEST TO THE ORGANIZATION'S ADMINISTRATIVE OFFICES. FORM 990, PART XI, #2A,B,C AND PART IV, #12 THE FINANCIAL STATEMENTS FOR THE CARLE FOUNDATION WERE REVIEWED AND AUDITED ON A CONSOLIDATED BASIS UNDER THE PARENT ORGANIZATION, THE CARLE FOUNDATION. THE CARLE FOUNDATION DOES HAVE 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. |
| FORM 990, SUPPLEMENTAL INFORMATION (CONTINUED) | FORM 990, SCHEDULE L, PART IV, Column B TRUSTEE, THOMAS E. HARRINGTON, JR. HAS MORE THAN A 5% OWNERSHIP IN BEAR PROPERTIES, LLC. Form 990, Schedule L, Part IV, Column D BEAR PROPERTIES - WAREHOUSE RENTAL THROUGH COLDWELL BANKER; VINE STREET LOCATION FOR BEAR PROPERTIES R. Bruce Wellman, MD and Dennis Hesch received compensation after 4/1/10 pertaining to their managerial duties to the Hospital and related organizations and not for duties as being board members. SCHEDULE R, PART II CARLE HEALTH CARE, INCORPORATED PRIMARY ACTIVITY: EMERGENCY TRANSPORT, DAY CARE, PHYSICIAN SERVICES. |
| HOURS WORKED FOR RELATED ORGANIZATIONS | Cora E. Musial, Ph.D., M.D. 20 - Carle Foundation Hospital 0 - Carle Development Foundation 3 - Carle Health Care, Inc. 0 - Carle Retirement Centers, Inc. 0 - Carle Community Health Corporation 0 - Carle Arbours David Ikenberry, PHD 1 - Carle Foundation Hospital 0 - Carle Development Foundation 0.2 - Carle Health Care, Inc. 0 - Carle Retirement Centers, Inc. 0 - Carle Community Health Corporation 0 - Carle Arbours Dennis Hesch 24 - Carle Foundation Hospital 0.2 - Carle Development Foundation 24 - Carle Health Care, Inc. 0.2 - Carle Retirement Centers, Inc. 0.2 - Carle Community Health Corporation 0 - Carle Arbours E. Phillips Knox 1 - Carle Foundation Hospital 1 - Carle Development Foundation 0.2 - Carle Health Care, Inc. 0 - Carle Retirement Centers, Inc. 0 - Carle Community Health Corporation 0 - Carle Arbours George Timmons 0 - Carle Foundation Hospital 1 - Carle Development Foundation 0 - Carle Health Care, Inc. 0 - Carle Retirement Centers, Inc. 0 - Carle Community Health Corporation 0 - Carle Arbours J. Michael Martin 1 - Carle Foundation Hospital 0 - Carle Development Foundation 0.2 - Carle Health Care, Inc. 0 - Carle Retirement Centers, Inc. 0 - Carle Community Health Corporation 0 - Carle Arbours James C. Leonard, MD 30 - Carle Foundation Hospital 2 - Carle Development Foundation 5 - Carle Health Care, Inc. 1 - Carle Retirement Centers, Inc. 1 - Carle Community Health Corporation 0.2 - Carle Arbours John Snyder 21 - Carle Foundation Hospital 0 - Carle Development Foundation 3 - Carle Health Care, Inc. 3 - Carle Retirement Centers, Inc. 3 - Carle Community Health Corporation 1 - Carle Arbours Laurence J. Fallon 10 - Carle Foundation Hospital 1 - Carle Development Foundation 10 - Carle Health Care, Inc. 1 - Carle Retirement Centers, Inc. 0 - Carle Community Health Corporation 2 - Carle Arbours Lynette Barnes 60 - Carle Foundation Hospital 0 - Carle Development Foundation 5 - Carle Health Care, Inc. 1 - Carle Retirement Centers, Inc. 0 - Carle Community Health Corporation 0 - Carle Arbours Marty Smith 1 - Carle Foundation Hospital 1 - Carle Development Foundation 1 - Carle Health Care, Inc. 0 - Carle Retirement Centers, Inc. 0 - Carle Community Health Corporation 0 - Carle Arbours Mary McGrath 0 - Carle Foundation Hospital 1 - Carle Development Foundation 0 - Carle Health Care, Inc. 0 - Carle Retirement Centers, Inc. 0 - Carle Community Health Corporation 0 - Carle Arbours Matthew Gibb, MD 40 - Carle Foundation Hospital 0 - Carle Development Foundation 0.2 - Carle Health Care, Inc. 0 - Carle Retirement Centers, Inc. 0 - Carle Community Health Corporation 0 - Carle Arbours Michael Billimack 20 - Carle Foundation Hospital 2 - Carle Development Foundation 2 - Carle Health Care, Inc. 1 - Carle Retirement Centers, Inc. 0 - Carle Community Health Corporation 0 - Carle Arbours Napoleon Knight, MD 55 - Carle Foundation Hospital 0 - Carle Development Foundation 0 - Carle Health Care, Inc. 0 - Carle Retirement Centers, Inc. 0 - Carle Community Health Corporation 0 - Carle Arbours Note - Dr. Knight's time is spent performing management duties at the Carle Foundation Hospital. Pamela Bigler 30 - Carle Foundation Hospital 0 - Carle Development Foundation 0 - Carle Health Care, Inc. 0 - Carle Retirement Centers, Inc. 0 - Carle Community Health Corporation 0 - Carle Arbours Philip Blankenburg 1 - Carle Foundation Hospital 0 - Carle Development Foundation .2 - Carle Health Care, Inc. 0 - Carle Retirement Centers, Inc. 0 - Carle Community Health Corporation 0 - Carle Arbours Philip Kubow 1 - Carle Foundation Hospital 0 - Carle Development Foundation 0 - Carle Health Care, Inc. 0 - Carle Retirement Centers, Inc. 0 - Carle Community Health Corporation 0 - Carle Arbours R. Bruce Wellman, MD 24 - Carle Foundation Hospital 1 - Carle Development Foundation 24 - Carle Health Care, Inc. 1 - Carle Retirement Centers, Inc. 1 - Carle Community Health Corporation 0 - Carle Arbours Robert Tonkinson, Jr 1 - Carle Foundation Hospital 1 - Carle Development Foundation 5 - Carle Health Care, Inc. 1 - Carle Retirement Centers, Inc. 1 - Carle Community Health Corporation 1 - Carle Arbours Thomas E. Harrington, Jr. 1 - Carle Foundation Hospital 1 - Carle Development Foundation 0 - Carle Health Care, Inc. 0 - Carle Retirement Centers, Inc. 0 - Carle Community Health Corporation 0 - Carle Arbours |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (6 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|
| CARLE FOUNDATION HOSPITAL | |||||||||
| 611 W PARK ST | URBANA | IL | 61801 | 371119538 | HOSPITAL SERV | IL | 501(C)(3) | 3 | NA |
| CARLE DEVELOPMENT FOUNDATION | |||||||||
| 611 W PARK ST | URBANA | IL | 61801 | 371159978 | FUNDRAISING | IL | 501(C)(3) | 7 | NA |
| CARLE ARBOURS INC | |||||||||
| 611 W PARK ST | URBANA | IL | 61801 | 371155535 | L/T CARE | IL | 501(C)(3) | 9 | NA |
| CARLE HEALTH CARE INCORPORATED | |||||||||
| 611 W PARK ST | URBANA | IL | 61801 | 371140016 | VAR MED SVCS | IL | 501(C)(3) | 9 | NA |
| CARLE RETIREMENT CENTERS INC | |||||||||
| 611 W PARK ST | URBANA | IL | 61801 | 371160033 | RTRMT LIVING | IL | 501(C)(3) | 9 | NA |
| CARLE COMMUNITY HEALTH CORP | |||||||||
| 611 W PARK ST | URBANA | IL | 61801 | 364458371 | FDN MISSION | IL | 501(C)(3) | 11A, TYPE 1 | TCDF |
Form990 Schedule R Part IV Form990ScheduleRPartIV (8 entries)
| Address Line1AddressForeign/AddressLine1 | CityAddressForeign/City | CountryAddressForeign/Country | Postal CodeAddressForeign/PostalCode | Primary ActivityPrimaryActivity | Legal Domicile Foreign CountryLegalDomicileForeignCountry | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Percentage OwnershipPercentageOwnership | Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Legal Domicile StateLegalDomicileState |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| HEALTH SERVICES INSURANCE LTD | ||||||||||||||||
| GOVERNORS SQ 2ND FL BLDG 3 | GRAND CAYMAN | CJ | KY1-1102 | INSURANCE | CJ | NA | C-CORP | 18217313 | 189805688 | 1.00000 | ||||||
| CARLE HOLDING COMPANY INC | ||||||||||||||||
| HOLDING COMPANY | TCF | C-CORP | 251134927 | 812428107 | 1.00000 | 611 W PARK ST | URBANA | IL | 61801 | 371188284 | IL | |||||
| HEALTH ALLIANCE MEDICAL PLANS INC | ||||||||||||||||
| HEALTH COVERAGE | CHCI | C-Corp | 1.00000 | 301 S VINE ST | URBANA | IL | 61801 | 371260731 | IL | |||||||
| HEALTH ALLIANCE MIDWEST INC | ||||||||||||||||
| HEALTH COVERAGE | HAMPI | C-Corp | 1.00000 | 301 S VINE ST | URBANA | IL | 61801 | 371354502 | IL | |||||||
| HEALTH CARE HORIZONS OF ILLINOIS INC | ||||||||||||||||
| INSURANCE TPA | HAMPI | C-Corp | 1.00000 | 209 W RB GARRETT DR | PEORIA | IL | 61605 | 371394924 | IL | |||||||
| HCH ADMINISTRATION INC | ||||||||||||||||
| INSURANCE ADMIN. | HCHII | C-Corp | 1.00000 | 209 W RB GARRETT DR | PEORIA | IL | 61605 | 371119685 | IL | |||||||
| HCH ADMINISTRATION INC | ||||||||||||||||
| INSURANCE ADMIN. | HCHAI | C-Corp | 1.00000 | 111 LOMAS BLVD SUITE 122 | ALBUQUERQUE | NM | 87102 | 850391732 | NM | |||||||
| CARLE RISK MANAGEMENT CO | ||||||||||||||||
| RISK MANAGEMENT | TCF | C-Corp | 1.00000 | 611 W PARK ST | URBANA | IL | 61801 | 371217973 | IL | |||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | true | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | true | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | true | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | true | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | true | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (8 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| CARLE FOUNDATION HOSPITAL | |
| A | 26009516 |
| CARLE HEALTH CARE | |
| A | 3424728 |
| CARLE FOUNDATION HOSPITAL | |
| B | 1541004 |
| CARLE HEALTH CARE | |
| B | 60000 |
| CARLE DEVELOPMENT FOUNDATION | |
| C | 203945 |
| CARLE FOUNDATION HOSPITAL | |
| O | 1112400 |
| CARLE FOUNDATION HOSPITAL | |
| P | 1331608 |
| CARLE HEALTH CARE | |
| P | 55832 |