2026-06-15T15:01:20-05:00 2025-07-31 450250958 Eide Bailly LLP 800 Nicollet Mall Ste 1300 Minneapolis MN 554027033 990 2024-08-01 371193348 Carlinville Area Hospital Foundation CARL 2178543141 20733 North Broad Street Carlinville IL 62626 Brian Burnside Carlinville Area Hospital CEO 2178543141 2026-06-10 1 1 Kim Hunwardsen CPA P00484560 6122536500 2026-06-09 2024 2025-03-06 01:10:19Z Brian Burnside 20733 North Broad Street Carlinville IL 62626 295042 0 X www.cahcare.com X 1944 IL Support primary and emergency health care services for persons living in the Carlinville area 15 15 0 17 0 0 391335 161116 0 4477 103370 123249 9336 -10333 504041 278509 14550 1664077 0 0 0 0 0 0 29632 9454 33329 24004 1697406 480037 -1418897 2119959 671877 0 0 2119959 671877 The purpose of the Foundation is to help support the availability of primary and emergency health care services for those persons living in the Carlinville area. 0 0 1667774 4477 Carlinville Area Hospital Foundation was established to support persons living in the Carlinville Area. Many small and rural communities face the threat of losing access to health care due to cuts in payment, especially through government programs such as Medicare and Medicaid. The residents of the communities served by Carlinville Area Hospital deserve the availability of a hospital which can meet as many of their needs as possible in a quality, cost-effective and convenient manner.The CareLink Medical Alert Service helps keep individuals safe and secure while maintaining independence within their home. CareLink allows anyone living at home to quickly summon help at the touch of a button 24 hours a day, seven days a week. 1664077 Carlinville Area Hospital Foundation provides grants to the Carlinville Area Hospital to ensure the Hospital meets the primary and emergency healthcare needs of persons living in the Carlinville Area. $1,632,000 was provided to the Hospital in FY2025.The Carlinville Area Hospital Foundation has a scholarship program. The Foundation's goal is to provide assistance in funding education through scholarships to those interested in a career in the health field. $32,077 scholarships were provided in FY2025. 1667774 1 1 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 1 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 X 15 15 1 0 0 0 1 1 1 1 1 0 0 0 1 1 1 1 1 0 0 0 IL X Jay Hodges 2178543141 20733 North Broad Street Carlinville IL 62626 X X Steven Boente DMD Chairman 0.50 0.00 X X 0 0 0 Mary Jo Reichmann Secretary 0.50 0.00 X X 0 0 0 Tammy Dugan Treasurer 0.50 0.00 X X 0 0 0 Greg Boente Director 0.30 0.00 X 0 0 0 Heather DeNeve Director 0.30 1.30 X 0 0 0 Katie Goodman-Thomas OD Director 0.30 1.00 X 0 0 0 John Lanzerotte Director until January 0.30 0.00 X 0 0 0 Susan LeVora Director 0.30 0.00 X 0 0 0 Ralph March Director until January 0.30 1.00 X 0 0 0 Dennis Pickrel Director 0.30 1.30 X 0 0 0 J Richard Schien Director 0.30 0.00 X 0 0 0 Richard Walden Director 0.30 1.00 X 0 0 0 Kim Carney-Rhodes Director as of January 0.30 0.00 X 0 0 0 Roger Dively Director as of January 0.30 0.00 X 0 0 0 Matthew Slightom Director as of January 0.30 0.00 X 0 0 0 Carl Starr Director as of January 0.30 0.00 X 0 0 0 Aaron Williams Director as of January 0.30 0.00 X 0 0 0 Brian Burnside CEO Carlinville Hospital 1.00 40.30 X 0 0 0 Paul Courtney CFO Carlinville Hosp until Aug '24 1.00 40.30 X 0 0 0 Jay Hodges CFO Carlinville Hosp as of Aug '24 1.00 40.30 X 0 0 0 0 0 0 0 0 0 0 0 35357 125759 161116 Carelink revenue 900099 4477 4477 4477 123249 123249 6200 35357 16533 -10333 -10333 278509 4477 0 112916 1632000 1632000 32077 32077 Farm to Table 27766 27766 Auxiliary expenses 3697 3697 Fundraising expenses 1866 1866 1697406 1667774 0 29632 316586 346459 1442421 360952 325418 2119959 671877 0 0 X 1933427 485345 186532 186532 2119959 671877 2119959 671877 X -1418897 -43424 14239 X X 0 1 X 0 0 X 15465 22061 27322 391335 161116 617299 15465 22061 27322 391335 161116 617299 277131 340168 59486 68916 171130 103370 123249 526151 1143450 90658 0.29750 0.20290 X Facts and Circumstances to be Considered a Publicly Supported Organization Under 509(a)(1) and 170(b)(1)(A)(vi)For the Year Ended July 31, 2025Carlinville Area Hospital Foundation (The Foundation) fails to meet the public support test for the year ended July 31, 2025. However, based on the following facts and circumstances, the organization should continue to be recognized as a publicly supported organization under Internal Revenue Code Section 509(a)(1) and 170(b)(1)(A)(vi).Ten-Percent of Support:The total amount of public support for the organization during the above mentioned period is 28.37%. Therefore, the total public support is greater than the required 10%.Attraction of Public Support:Carlinville Area Hospital Foundation (The Foundation) was established to support individuals in the communities served by Carlinville Area Hospital with availability of quality, cost-effective, and convenient health care services.The Foundation's fundraising efforts are to assist Carlinville Hospital with equipment upgrades and operations. The Foundation also provides educational medical scholarships. Sources of Support:Carlinville Area Hospital Foundation does not receive support from a single family or organization; rather it receives support from multiple donors in the Carlinville community. The Foundation is working on additional annual and capital campaigns to raise donations and plans to remove most of the investment income which is causing the public support percentage to decrease each year.Representative Governing Body:Carlinville Area Hospital Foundation is served by a governing body that represents the interest of the public; it does not represent the interests of the donors of Carlinville Area Hospital Foundation. These representatives ensure that the organization meets the needs of the community. Board members come from the organization's communityBased on the above facts and circumstances, Carlinville Area Hospital Foundation should continue to be considered as publicly supported under Internal Revenue Code Section 509(a)(1) and 170(b)(1)(A)(vi). RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 33242 25958 40197 19003 0 0 Due from Affiliates 325418 325418 X 181361 -43424 -27766 -71190 252551 25958 25958 278509 1629443 0 1629443 67963 67963 1697406 Part IV, Line 1b: Carlinville Area Hospital Auxiliary operates under the Foundation's FEIN but has its own checking account. The Auxiliary's account balances were not reported on the Foundation's financial statements, however the revenues and expenses were recorded on the Form 990 with a change in the Auxiliary's net assets recorded in other adjustments. Part X, Line 2: The members of the Foundation believe that they have appropriate support for any tax positions taken affecting its annual filing requirements, and as such, do not have any uncertain tax positions that are material to the financial statements. The members of the Foundation would recognize future accrued interest and penalties related to unrecognized tax benefits and liabilities in income tax expense if such interest and penalties are incurred. Part XI, Line 2d - Other Adjustments: Donor relationship expenses included in expense for Form 990 -27,766. Part XI, Line 4b - Other Adjustments: Auxiliary Gift Shop included in revenue for Form 990 25,958. Part XII, Line 4b - Other Adjustments: Donor relationship expenses included in expense for Form 990 27,766. Auxiliary Gift Shop included in expenses for Form 990 40,197. Golf Outing 41557 35357 6200 2000 5583 2700 2335 3915 41557 35357 6200 2000 5583 2700 2335 3915 16533 -10333 1 Carlinville Area Hospital Association 20733 North Broad Street Carlinville IL 62626 370645239 501(c)(3) 1632000 0 Equipment, facility upgrades, sign on bonuses 1 0 Educational medical scholarships 13 27577 Healthcare scholarships 3 4500 Part I, Line 2: Carlinville Area Hospital Foundation provides grants to the Carlinville Area Hospital to ensure the Hospital meets the primary and emergency healthcare needs of persons living in the Carlinville Area. The CEO and CFO are the same for the Hospital and Foundation and therefore ensure the funds are used appropriately. The Carlinville Area Hospital Foundation continued a scholarship program this year. Applicants had to complete an application, type a 500 word essay on what interested them to the healthcare field and get three letters of recommendation with at least one from a school official and/or employer. Scholarship checks are issued payable to the school in two increments. Form 990, Part VI, Section A, line 1a The Board of Directors shall appoint 3 or more Directors to serve with the President on the Executive Committee. The Executive Committee has the power and authority to manage and control the business and affairs of the Foundation as the Board of Directors determines but has no authority to amend the Articles of Incorporation or Bylaws; sell, transfer or otherwise dispose of substantially all of the Foundation's assets; or adopt Articles of Merger or Consolidation. Form 990, Part VI, Section A, line 2 Richard Walden, Director, and J. Richard Schien, Director, have a business relationship. Form 990, Part VI, Section A, line 6 Carlinville Area Hospital Foundation has one member, Middle Macoupin Health Care Systems. Form 990, Part VI, Section A, line 7a The Member has the exclusive right and power to designate two of its Directors to serve as Directors of the Foundation and to appoint all persons to or remove them from the Board of Directors except vacancies on the Board caused by death, resignation or removal shall be filled at any meeting by a majority vote of the remaining Directors. Form 990, Part VI, Section A, line 7b The Member has the exclusive right and power to approve or reject the following proposed actions prior to the Board of Directors taking any action on: 1. the annual operating budget, capital budget, long-range plan and any action which will result in a substantial change in the expenditures or revenue forecast in any such plan or budget; 2. the undertaking of or substantive amendments to a contractual obligation in excess of $250,000, or the guaranteeing of an obligation in excess of $250,000; 3. the purchase, lease, transfer, mortgage or sale of any asset or property with a value in excess of $250,000, except with respect to transactions specified and previously approved within the capital budget; 4. any plan of construction or remodeling involving an expenditure in excess of $250,000 except with respect to transactions specified and previously approved within the capital budget; 5. any borrowing; 6. any application for a government grant; 7. any general plan for the solicitation of charitable contributions or the solicitation or acceptance as a gift of any real property or any interest; 8. any amendments to these Bylaws and any amendment or restatement of the Articles of Incorporation; any proposal to adopt Articles of Dissolution, Merger or Consolidation; 9. any selection, removal or change in the compensation or other terms of employment of the Corporation's operating officers; 10. any substantial change in employee fringe benefits or personnel policies; and 11. any other matters as may be required by law to be submitted to the Member or as to which the Member determines, by resolution, that submission is advisable. Form 990, Part VI, Section B, line 11b The Form 990 was not provided to the governing body before it is filed. The CEO and CFO of Carlinville Area Hospital Association, a related organization, reviewed the Form 990. Form 990, Part VI, Section B, line 12c Any duality of interest or possible conflict of interest on the part of any Board Member should be disclosed to the other Members of the Board and made a matter of record through an annual procedure and also when the interest becomes a matter of Board action. Any Board member having a duality of interest or possible conflict of interest on any matter should not vote or use his or her personal influence on the matter. The minutes of the meeting reflect the disclosure, the abstention from voting, and the quorum situation. Any new Member of the Board will be advised of this policy upon entering on the duties of office. The Board Members complete and sign the conflict of interest form yearly. The forms are reviewed by the Chairman of the Board and if a potential conflict is identified the Chairman of the Board follows up. Form 990, Part VI, Section B, line 15 The CEO and CFO are not compensated by Carlinville Area Hospital Foundation. The CEO and CFO are compensated by an unrelated management company through Carlinville Area Hospital Association, a related organization, for services provided to the Hospital. The unrelated management company and the Hospital use these methods to determine compensation. Form 990, Part VI, Section C, line 19 The Organization's governing documents, conflict of interest policy, and financial statements are not available to the public. However, financial information is available through the public disclosure copy of the 990. Form 990, Part VII: Brian Burnside, CEO, Paul Courtney, CFO until August, and Jay Hodges, CFO as of August, are employees of HealthTech Management Services, Inc., an unrelated management company of Carlinville Area Hospital. They are not compensated for services provided to Carlinville Area Hospital Foundation. Form 990, Part XI, line 9: Change in Carlinville Area Hospital Auxiliary's net assets 14,239. Form 990, Part XII, Line 2c: Carlinville Area Hospital Association, a related organization, is responsible for oversight of the audit. Carlinville Area Hospital Association 20733 North Broad Street Carlinville IL 62626 370645239 Provision of health care services IL 501(c)(3) Line 3 Middle Macoupin Healthcare Systems 0 Middle Macoupin Healthcare Systems 20733 North Broad Street Carlinville IL 62626 371193396 Provide support and benefit Carlinville Area Hospital Association IL 501(c)(3) Line 12c, III-FI N/A 0 Carlinville Area Hospital Foundation 200 E Hoer Adams Parkway Alton IL 62002 376024648 Support Carlinville Area Hospital Association IL 501(c)(3) Line 12d, III-O N/A 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 1 1 0 0 0