CARLE DEVELOPMENT FOUNDATION: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: CARLE DEVELOPMENT FOUNDATION (EIN 37-1159978)
Tax period: 2023-01-01 to 2023-12-31
Filed: 2024-11-15
IRS object ID: 202433209349316868
Schema version: 2023v5.1
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 G
Schedule I
Schedule J
Schedule M
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2024-11-15T13:31:11+00:00	ReturnTs
Tax Period End	2023-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	346565596	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	ERNST & YOUNG US LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	111 MONUMENT CIRCLE	AddressLine1Txt
City	INDIANAPOLIS	CityNm
State Abbreviation	IN	StateAbbreviationCd
ZIP	462045100	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2023-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	371159978	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Carle Development Foundation	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	CARL	BusinessNameControlTxt
Phone	2173833311	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	611 W PARK STREET	AddressLine1Txt
City	URBANA	CityNm
State Abbreviation	IL	StateAbbreviationCd
ZIP	61801	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	DENNIS HESCH	PersonNm
Person Title	EXEC. VP & CFO	PersonTitleTxt
Phone	2173833311	PhoneNum
Signature	2024-11-15	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (true)	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	Jennifer D Rhoderick	PreparerPersonNm
PTIN	P00395735	PTIN
Phone	3176817000	PhoneNum
Preparation	2023-11-14	PreparationDt

Field	Value	IRS element (for citing)
Tax	2023	TaxYr
Build TS	2024-10-15 13:58:12Z	BuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

Field	Value	IRS element (for citing)
Business Name Line1	CARLE CENTER FOR PHILANTHROPY	BusinessNameLine1Txt

Principal Ofcr Business Name PrincipalOfcrBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	DENNIS HESCH EXEC VP & CFO	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	611 W PARK STREET	AddressLine1Txt
City	URBANA	CityNm
State Abbreviation	IL	StateAbbreviationCd
ZIP	61801	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$16,071,696	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.CARLE.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1982	FormationYr
Legal Domicile State	IL	LegalDomicileStateCd
Activity Or Mission	TO RAISE FUNDS TO SUPPORT THE CARLE FOUNDATION MISSION.	ActivityOrMissionDesc
Voting Members Governing Body	10	VotingMembersGoverningBodyCnt
Voting Members Independent	9	VotingMembersIndependentCnt
Total Employee	33	TotalEmployeeCnt
Total Volunteers	442	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$6,635,473	PYContributionsGrantsAmt
CY Contributions Grants	$8,317,418	CYContributionsGrantsAmt
PY Program Service Revenue	$0	PYProgramServiceRevenueAmt
CY Program Service Revenue	$0	CYProgramServiceRevenueAmt
PY Investment Income	$937,805	PYInvestmentIncomeAmt
CY Investment Income	$3,930,735	CYInvestmentIncomeAmt
PY Other Revenue	$293,873	PYOtherRevenueAmt
CY Other Revenue	$395,383	CYOtherRevenueAmt
PY Total Revenue	$7,867,151	PYTotalRevenueAmt
CY Total Revenue	$12,643,536	CYTotalRevenueAmt
PY Grants And Similar Paid	$3,634,806	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$6,327,052	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$1,675,388	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$1,915,231	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$3,076,397	CYTotalFundraisingExpenseAmt
PY Other Expenses	$663,836	PYOtherExpensesAmt
CY Other Expenses	$1,287,365	CYOtherExpensesAmt
PY Total Expenses	$5,974,030	PYTotalExpensesAmt
CY Total Expenses	$9,529,648	CYTotalExpensesAmt
PY Revenues Less Expenses	$1,893,121	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$3,113,888	CYRevenuesLessExpensesAmt
Total Assets BOY	$69,715,231	TotalAssetsBOYAmt
Total Assets EOY	$114,616,141	TotalAssetsEOYAmt
Total Liabilities BOY	$22,773,271	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$20,336,167	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$46,941,960	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$94,279,974	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	TO RAISE FUNDS FROM THE PUBLIC AND OTHER SOURCES, MAINTAIN THOSE FUNDS AND, AS APPROPRIATE, EXPEND PRINCIPAL AND INCOME TO SUPPORT THE CARLE FOUNDATION MISSION. WHICH IS TO PROVIDE HIGH QUALITY HEALTH CARE, ADVANCE MEDICAL RESEARCH AND EDUCATION IN CENTRAL ILLINOIS.	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Expense	$649,699	ExpenseAmt
Grant	$649,699	GrantAmt
Revenue	$0	RevenueAmt
Desc	MCLEAN COUNTY MOBILE HEALTH CLINIC - DOLLARS FROM THIS FUND COVERED CAPITAL EXPENSES RELATED TO PURCHASING AND OUTFITTING THE MCLEAN MOBILE HEALTH CLINIC. THE NEW 40-FOOT STATE-OF-THE-ART MOBILE CLINIC IS WHEELCHAIR ACCESSIBLE, HAS TWO EXAMINATION ROOMS AND DEDICATED STAFF. THE CLINICAL TEAM PROVIDES CHRONIC-CONDITION SCREENING AND EDUCATION, TREATMENT OF ACUTE ILLNESS, BASIC WELLNESS CARE AND ASSESSMENTS, BASIC LAB TESTING, AND SOCIAL SUPPORT ALONGSIDE OTHER COMMUNITY PARTNERS.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$306,985	ExpenseAmt
Grant	$306,985	GrantAmt
Revenue	$0	RevenueAmt
Desc	CRITICAL CARE TRANSPORT - THIS FUND PROVIDES THE SUPPORT NEEDED TO ENHANCE CRITICAL CARE TRANSPORT TO AND FROM CARLE FACILITIES. PURCHASES INCLUDED TWO NEW, STATE-OF-THE-ART VENTILATORS THAT CAN BE ADJUSTED TO ACCOMMODATE PATIENTS OF ALL SHAPES, SIZES AND NEEDS; ADVANCED PATIENT SIMULATORS TO IMPROVE CRITICAL CARE TRAINING THROUGHOUT OUR EXTENDED SERVICE REGION; AND A NEW HELIPAD AT CARLE RICHLAND MEMORIAL HOSPITAL IN OLNEY TO PROVIDE THE LANDING SPACE NEEDED FOR AIR TRANSPORTS.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$303,221	ExpenseAmt
Grant	$303,221	GrantAmt
Revenue	$0	RevenueAmt
Desc	STEPHENS FAMILY INNOVATIONS IN MEDICAL RESEARCH - THE STEPHENS FAMILY INNOVATIONS IN MEDICAL RESEARCH FUND SUPPORTS CUTTING-EDGE RESEARCH LED BY CARLE CLINICIAN SCIENTISTS IN COLLABORATION WITH UNIVERSITY OF ILLINOIS RESEARCHERS. THIS RESEARCH, WHICH IS DESIGNED TO HAVE A DIRECT IMPACT ON PATIENT CARE, INVOLVES MEDICAL STUDENTS IN THE NEW CARLE ILLINOIS COLLEGE OF MEDICINE AND CONTRIBUTES TO THE TRAINING OF A GENERATION OF PHYSICIAN SCIENTISTS.	Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

Field	Value	IRS element (for citing)
Expense	$5,193,346	ExpenseAmt
Grant	$5,067,147	GrantAmt
Revenue	$0	RevenueAmt
Desc	OTHER PROGRAM SERVICE - OTHER PROGRAMS FUNDED AND SUPPORTED BY THE CARLE DEVELOPMENT FOUNDATION INCLUDE RURAL HEALTH AND FARM SAFETY, RESEARCH IN MANY AREAS INCLUDING CANCER/CARDIOLOGY/DIGESTIVE HEALTH/GENERAL NURSING, MEDICAL EDUCATION IN BOTH HOSPITAL SETTINGS AND COMMUNITY SETTINGS, PEDIATRICS INITIATIVES AND PATIENT CARE.	Desc

Field	Value	IRS element (for citing)
Total Other Prog Srvc Expense	$5,193,346	TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant	$5,067,147	TotalOtherProgSrvcGrantAmt
Total Program Service Expenses	$6,453,251	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (true)	DescribedInSection501c3Ind
Schedule B Required	Yes (true)	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Lobbying Activities	Yes (true)	LobbyingActivitiesInd
Donor Advised Fund	false	DonorAdvisedFundInd
Conservation Easements	false	ConservationEasementsInd
Collections Of Art	false	CollectionsOfArtInd
Credit Counseling	false	CreditCounselingInd
Donor Rstr Or Quasi Endowments	Yes (true)	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (true)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	Yes (true)	ReportInvestmentsOtherSecInd
Report Program Related Invst	false	ReportProgramRelatedInvstInd
Report Other Assets	false	ReportOtherAssetsInd
Report Other Liabilities	Yes (true)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (true)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	false	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	Yes (true)	ConsolidatedAuditFinclStmtInd
School Operating	false	SchoolOperatingInd
Foreign Office	false	ForeignOfficeInd
Foreign Activities	false	ForeignActivitiesInd
More Than5000 K To Org	false	MoreThan5000KToOrgInd
More Than5000 K To Individuals	false	MoreThan5000KToIndividualsInd
Professional Fundraising	false	ProfessionalFundraisingInd
Fundraising Activities	Yes (true)	FundraisingActivitiesInd
Gaming Activities	false	GamingActivitiesInd
Operate Hospital	false	OperateHospitalInd
Grants To Organizations	Yes (true)	GrantsToOrganizationsInd
Grants To Individuals	Yes (true)	GrantsToIndividualsInd
Schedule J Required	Yes (true)	ScheduleJRequiredInd
Tax Exempt Bonds	false	TaxExemptBondsInd
Engaged In Excess Benefit Trans	false	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	false	PYExcessBenefitTransInd
Loan Outstanding	false	LoanOutstandingInd
Grant To Related Person	false	GrantToRelatedPersonInd
Business Rln With Org Mem	false	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	false	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	false	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	Yes (true)	DeductibleNonCashContriInd
Deductible Art Contribution	Yes (true)	DeductibleArtContributionInd
Terminate Operations	false	TerminateOperationsInd
Partial Liquidation	false	PartialLiquidationInd
Disregarded Entity	false	DisregardedEntityInd
Related Entity	Yes (true)	RelatedEntityInd
Related Organization Ctrl Ent	Yes (true)	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	Yes (true)	TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	false	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	false	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (true)	ScheduleORequiredInd
IRP Document	15	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (true)	BackupWthldComplianceInd
Employee	33	EmployeeCnt
Employment Tax Returns Filed	Yes (true)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	false	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Taxable Party Notification	false	TaxablePartyNotificationInd
Nondeductible Contributions	false	NondeductibleContributionsInd
Quid Pro Quo Contributions	Yes (true)	QuidProQuoContributionsInd
Quid Pro Quo Contri Discl	Yes (true)	QuidProQuoContriDisclInd
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	false	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	false	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	10	GoverningBodyVotingMembersCnt
Independent Voting Member	9	IndependentVotingMemberCnt
Family Or Business Rln	Yes (true)	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	false	DelegationOfMgmtDutiesInd
Change To Org Documents	false	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	false	MaterialDiversionOrMisuseInd
Members Or Stockholders	Yes (true)	MembersOrStockholdersInd
Election Of Board Members	Yes (true)	ElectionOfBoardMembersInd
Decisions Subject To Approva	Yes (true)	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (true)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (true)	MinutesOfCommitteesInd
Officer Mailing Address	false	OfficerMailingAddressInd
Local Chapters	false	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (true)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (true)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (true)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (true)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (true)	WhistleblowerPolicyInd
Document Retention Policy	Yes (true)	DocumentRetentionPolicyInd
Compensation Process CEO	false	CompensationProcessCEOInd
Compensation Process Other	false	CompensationProcessOtherInd
Investment In Joint Venture	false	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	IL	StatesWhereCopyOfReturnIsFldCd
Other Website	Yes (X)	OtherWebsiteInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	DENNIS HESCH EXEC VP & CFO	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	2173833311	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	611 W PARK STREET	AddressLine1Txt
City	URBANA	CityNm
State Abbreviation	IL	StateAbbreviationCd
ZIP	61801	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Key EmployeeKeyEmployeeInd	Highest Compensated EmployeeHighestCompensatedEmployeeInd	Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
James C Leonard MD
Ex Officio, Voting // President & CEO	1.5	38.5	Yes (X)	Yes (X)	$0	$5,690,001	$36,885
Mary McGrath
Chair	1.0	0.0	Yes (X)	Yes (X)	$0	$0	$0
Phillip Blankenburg
Trustee - East Region, Vice Chair, Secretary & Treasurer	1.0	0.0	Yes (X)	Yes (X)	$0	$0	$0
Adam Hawks
Trustee - West Region BEG 02/28/2023	0.5	0.0	Yes (X)		$0	$0	$0
Brandon Moss
Trustee - West Region BEG 02/28/2023	2.0	1.0	Yes (X)		$0	$0	$0
Courtney Zell Armstrong
Trustee - Central Region BEG 02/28/2023	1.0	0.0	Yes (X)		$0	$0	$0
Julia Eichhorst
Trustee - South Region	1.0	0.0	Yes (X)		$0	$0	$0
Marc Largent
Trustee - Central Region BEG 02/28/2023	1.0	0.0	Yes (X)		$0	$0	$0
Rick Stephens
Trustee	2.0	0.0	Yes (X)		$0	$0	$0
Russ Leigh
Trustee - East Region BEG 02/28/2023	1.0	1.0	Yes (X)		$0	$0	$0
Dennis Hesch
Officer - EVP, Chief Finance & Strategy Officer	1.0	39.0		Yes (X)	$0	$1,395,995	$366,889
Matthew Kolb JDMHA
Officer - President, Carle Health Regions // EVP, COO	1.0	39.0		Yes (X)	$0	$1,567,332	$363,305
Lauren Schmid MBA
EVP, Chief Human Resources Officer	1.0	39.0			$0	$945,711	$209,640	Yes (X)
Lizbeth Katsinas
VP, Center for Philanthropy	40.0	0.0			$0	$433,168	$52,520	Yes (X)
Roger Laramee
Executive Director, Development East Region	40.0	0.0			$166,784	$0	$2,992	Yes (X)
Shelleigh Birlingmair
VP, BroMenn & Eureka Development	40.0	0.0			$200,972	$0	$19,763	Yes (X)
Andrew Bond
Director, BroMenn Development	40.0	0.0			$140,412	$0	$28,774		Yes (X)
Ross Richards
Director, Philanthropy Operations	40.0	0.0			$150,411	$0	$29,774		Yes (X)
Sharla Jolly
Director, Leadership Giving	40.0	0.0			$125,875	$0	$20,096		Yes (X)
Laurence Fallon JD
Former - Key Employee	0.0	40.0			$0	$926,444	$234,361			Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$784,454	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$10,958,651	TotReportableCompRltdOrgAmt
Total Other Compensation	$1,364,999	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	5	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	Yes (true)	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (true)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	false	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Envision Events Inc	BusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	7203 Grange Hall Road	AddressLine1Txt
City	Dunlap	CityNm
State Abbreviation	IL	StateAbbreviationCd
ZIP	61525	ZIPCd

Field	Value	IRS element (for citing)
Services	Event Services	ServicesDesc
Compensation	$105,287	CompensationAmt

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	1	CntrctRcvdGreaterThan100KCnt
Federated Campaigns	$48,115	FederatedCampaignsAmt
Fundraising	$225,863	FundraisingAmt
Related Organizations	$2,689,422	RelatedOrganizationsAmt
Government Grants	$1,119,743	GovernmentGrantsAmt
All Other Contributions	$4,234,275	AllOtherContributionsAmt
Noncash Contributions	$27,220	NoncashContributionsAmt
Total Contributions	$8,317,418	TotalContributionsAmt

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$0	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$2,288,863	TotalRevenueColumnAmt
Exclusion	$2,288,863	ExclusionAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$0	RealAmt
Personal	$0	PersonalAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$4,983,968	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$3,342,096	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$1,641,872	SecuritiesAmt
Other	$0	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,641,872	TotalRevenueColumnAmt
Exclusion	$1,641,872	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$446,247	FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event	$225,863	ContriRptFundraisingEventAmt
Fundraising Direct Expenses	$86,064	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$360,183	TotalRevenueColumnAmt
Exclusion	$360,183	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

Field	Value	IRS element (for citing)
Desc	FARM LEASE INCOME	Desc
Business	900099	BusinessCd
Total Revenue Column	$35,200	TotalRevenueColumnAmt
Exclusion	$35,200	ExclusionAmt

Miscellaneous Revenue MiscellaneousRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$35,200	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$12,643,536	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$4,326,118	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$6,191,502	TotalAmt
Program Services	$6,191,502	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$135,550	TotalAmt
Program Services	$135,550	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$371,109	TotalAmt
Fundraising	$371,109	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$1,240,928	TotalAmt
Fundraising	$1,240,928	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$8,193	TotalAmt
Fundraising	$8,193	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$213,480	TotalAmt
Fundraising	$213,480	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$81,521	TotalAmt
Fundraising	$81,521	FundraisingAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$13	TotalAmt
Fundraising	$13	FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$168,978	TotalAmt
Fundraising	$168,978	FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$228,927	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$228,927	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$148,571	TotalAmt
Fundraising	$148,571	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$67,431	TotalAmt
Fundraising	$67,431	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$64,541	TotalAmt
Fundraising	$64,541	FundraisingAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$151,184	TotalAmt
Fundraising	$151,184	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$7,476	TotalAmt
Fundraising	$7,476	FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$2,092	TotalAmt
Fundraising	$2,092	FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$2,742	TotalAmt
Fundraising	$2,742	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$4,326	TotalAmt
Fundraising	$4,326	FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	FundraisingFundraisingAmt
MISC ANNUITIES	$89,694	$89,694
NON-PHYSICIAN RECRUITMENT	$4,000		$4,000
PATIENT CARE SUPPLIES	$1,172		$1,172
OPERATING BUDGET FUNDING	$36,505	$36,505

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$309,713	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$309,713	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$9,529,648	TotalAmt
Program Services	$6,453,251	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$3,076,397	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$1,124,246	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$2,619,969	BOYAmt
EOY	$9,839,049	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$1,015,299	BOYAmt
EOY	$3,145,116	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$84,988	BOYAmt
EOY	$84,988	EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$79	BOYAmt
EOY	$385	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$14,386,297	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$113,201	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$11,137,113	BOYAmt
EOY	$14,273,096	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$39,997,996	BOYAmt
EOY	$61,027,723	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$14,812,326	BOYAmt
EOY	$24,978,351	EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$47,461	BOYAmt
EOY	$143,187	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$69,715,231	BOYAmt
EOY	$114,616,141	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$301,724	BOYAmt
EOY	$288,398	EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$22,471,547	BOYAmt
EOY	$20,047,769	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$22,773,271	BOYAmt
EOY	$20,336,167	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$17,300,323	BOYAmt
EOY	$26,534,316	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$29,641,637	BOYAmt
EOY	$67,745,658	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$46,941,960	BOYAmt
EOY	$94,279,974	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$69,715,231	BOYAmt
EOY	$114,616,141	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$3,113,888	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	-$1,933,483	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$46,157,609	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	false	AccountantCompileOrReviewInd
FS Audited	Yes (true)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Consolidated Basis Fincl Stmt	Yes (X)	ConsolidatedBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (true)	AuditCommitteeInd
Federal Grant Audit Required	false	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Public Organization170	Yes (X)	PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$4,344,635	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$5,293,156	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$8,793,998	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$6,635,473	CurrentTaxYearMinus1YearAmt
Current Tax Year	$8,317,418	CurrentTaxYearAmt
Total	$33,384,680	TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$4,344,635	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$5,293,156	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$8,793,998	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$6,635,473	CurrentTaxYearMinus1YearAmt
Current Tax Year	$8,317,418	CurrentTaxYearAmt
Total	$33,384,680	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$10,947,120	SubstantialContributorsTotAmt
Public Support Total170	$22,437,560	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$549,818	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$566,072	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$797,428	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$940,621	CurrentTaxYearMinus1YearAmt
Current Tax Year	$2,288,863	CurrentTaxYearAmt
Total	$5,142,802	TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Other Income170 OtherIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$27,000	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$27,000	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$40,300	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$42,000	CurrentTaxYearMinus1YearAmt
Current Tax Year	$35,200	CurrentTaxYearAmt
Total	$171,500	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$38,698,982	TotalSupportAmt
Gross Receipts Rltd Activities	$1,010,599	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.5798	PublicSupportCY170Pct
Public Support PY170	0.6048	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule A, Part II, Line 10 Other Income	FormAndLineReferenceDesc
Explanation	DESCRIPTION - FARM LEASE INCOME, COLUMN A - 27000.0, COLUMN B - 27000.0, COLUMN C - 40300.0, COLUMN D - 42000.0, COLUMN E - 35200.0, COLUMN F - 171500.0;	ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

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)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule C IRS990ScheduleC

Field	Value	IRS element (for citing)
Volunteers	false	VolunteersInd
Paid Staff Or Management	false	PaidStaffOrManagementInd
Media Advertisements	false	MediaAdvertisementsInd
Mailings Members	false	MailingsMembersInd
Publications Or Broadcast	false	PublicationsOrBroadcastInd
Grants Other Organizations	false	GrantsOtherOrganizationsInd
Direct Contact Legislators	false	DirectContactLegislatorsInd
Rallies Demonstrations	false	RalliesDemonstrationsInd
Other Activities	Yes (true)	OtherActivitiesInd
Other Activities	$13	OtherActivitiesAmt
Total Lobbying Expenditures	$13	TotalLobbyingExpendituresAmt
Not Described Section501c3	false	NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY	FormAndLineReferenceDesc
Explanation	$13 - PORTION OF ASSOCIATION DUES ATTRIBUTED TO LOBBYING.	ExplanationTxt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$9,549,348	BeginningYearBalanceAmt
Contributions	$12,273,299	ContributionsAmt
Investment Earnings Or Losses	$1,581,153	InvestmentEarningsOrLossesAmt
Other Expenditures	$578,107	OtherExpendituresAmt
End Year Balance	$22,825,693	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$10,625,241	BeginningYearBalanceAmt
Contributions	$323,463	ContributionsAmt
Investment Earnings Or Losses	-$1,237,640	InvestmentEarningsOrLossesAmt
Other Expenditures	$161,716	OtherExpendituresAmt
End Year Balance	$9,549,348	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$9,005,618	BeginningYearBalanceAmt
Contributions	$518,076	ContributionsAmt
Investment Earnings Or Losses	$1,231,712	InvestmentEarningsOrLossesAmt
Other Expenditures	$130,165	OtherExpendituresAmt
End Year Balance	$10,625,241	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$4,543,253	BeginningYearBalanceAmt
Contributions	$3,475,633	ContributionsAmt
Investment Earnings Or Losses	$1,117,930	InvestmentEarningsOrLossesAmt
Other Expenditures	$131,198	OtherExpendituresAmt
End Year Balance	$9,005,618	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$3,590,979	BeginningYearBalanceAmt
Contributions	$346,621	ContributionsAmt
Investment Earnings Or Losses	$629,457	InvestmentEarningsOrLossesAmt
Other Expenditures	$23,804	OtherExpendituresAmt
End Year Balance	$4,543,253	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.0	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	1.0	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.0	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	false	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	false	EndowmentsHeldRelatedOrgInd

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$11,045,065	OtherCostOrOtherBasisAmt
Book Value	$11,045,065	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$194,768	OtherCostOrOtherBasisAmt
Depreciation	$113,201	DepreciationAmt
Book Value	$81,567	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$3,146,464	OtherCostOrOtherBasisAmt
Book Value	$3,146,464	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$14,273,096	TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (3 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
LIMITED PARTNERSHIPS	$6,165,121	F
PERPETUAL FARMLAND TRUSTS	$11,311,000	F
Long Term Investments	$7,502,230	F

Field	Value	IRS element (for citing)
Total Book Value Securities	$24,978,351	TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)

DescDesc	AmtAmt
INTERCOMPANY PAYABLES	$19,829,886
ANNUITES LIABILITY	$174,692
Real Estate Tax	$34,800
Payroll Withholding	$8,391

Field	Value	IRS element (for citing)
Total Liability	$20,047,769	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule D, Part V, Line 4 Intended uses of endowment funds	THE CARLE DEVELOPMENT FOUNDATION, WHOSE SOLE MEMBER IS THE CARLE FOUNDATION, HAD 104 ENDOWMENTS, RANGING IN AMOUNTS FROM APPROXIMATELY $1,034 TO $2.46M. THE PURPOSES DESIGNATED BY THE DONORS VARIED, BUT CONSISTED OF SUPPORT FOR CANCER RESEARCH, THE CARLE GUEST HOUSE, CONTINUED EDUCATION FOR VARIOUS PROFESSIONAL STAFF, AND OTHER HEALTHCARE RELATED PURPOSES.
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, 2023, AND 2022.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

Field	Value	IRS element (for citing)
Event1	Golf Open	Event1Nm
Gross Receipts Event1	$441,585	GrossReceiptsEvent1Amt
Charitable Contri Event1	$17,358	CharitableContriEvent1Amt
Gross Revenue Event1	$424,227	GrossRevenueEvent1Amt
Cash Prizes Event1	$2,175	CashPrizesEvent1Amt
Non Cash Prizes Event1	$0	NonCashPrizesEvent1Amt
Rent Facility Costs Event1	$28,105	RentFacilityCostsEvent1Amt
Food And Beverage Event1	$41,578	FoodAndBeverageEvent1Amt
Entertainment Event1	$0	EntertainmentEvent1Amt
Other Direct Expenses Event1	$1,849	OtherDirectExpensesEvent1Amt
Event2	Women's Health Luncheon	Event2Nm
Gross Receipts Event2	$102,100	GrossReceiptsEvent2Amt
Charitable Contri Event2	$102,100	CharitableContriEvent2Amt
Gross Revenue Event2	$0	GrossRevenueEvent2Amt
Cash Prizes Event2	$0	CashPrizesEvent2Amt
Non Cash Prizes Event2	$0	NonCashPrizesEvent2Amt
Rent Facility Costs Event2	$0	RentFacilityCostsEvent2Amt
Food And Beverage Event2	$95	FoodAndBeverageEvent2Amt
Entertainment Event2	$0	EntertainmentEvent2Amt
Other Direct Expenses Event2	$300	OtherDirectExpensesEvent2Amt
Other Events Total	2	OtherEventsTotalCnt
Gross Receipts Other Events	$128,425	GrossReceiptsOtherEventsAmt
Charitable Contri Other Events	$106,405	CharitableContriOtherEventsAmt
Gross Revenue Other Events	$22,020	GrossRevenueOtherEventsAmt
Cash Prizes Other Events	$0	CashPrizesOtherEventsAmt
Non Cash Prizes Other Events	$0	NonCashPrizesOtherEventsAmt
Rent Fclty Costs Other Events	$1,871	RentFcltyCostsOtherEventsAmt
Food And Beverage Other Events	$830	FoodAndBeverageOtherEventsAmt
Entertainment Other Events	$8,595	EntertainmentOtherEventsAmt
Oth Direct Expnss Other Events	$666	OthDirectExpnssOtherEventsAmt
Gross Receipts Total	$672,110	GrossReceiptsTotalAmt
Charitable Contributions Tot	$225,863	CharitableContributionsTotAmt
Gross Revenue Total Events	$446,247	GrossRevenueTotalEventsAmt
Cash Prizes Total Events	$2,175	CashPrizesTotalEventsAmt
Non Cash Prizes Total Events	$0	NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events	$29,976	RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events	$42,503	FoodAndBeverageTotalEventsAmt
Entertainment Total Events	$8,595	EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events	$2,815	OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events	$86,064	DirectExpenseSummaryEventsAmt
Net Income Summary	$360,183	NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (true)	GrantRecordsMaintainedInd

Recipient Table RecipientTable (13 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Purpose Of GrantPurposeOfGrantTxt	Non Cash AssistanceNonCashAssistanceAmt	Valuation Method UsedValuationMethodUsedDesc	Non Cash AssistanceNonCashAssistanceDesc
The Carle Foundation
611 W Park Street	Urbana	IL	61801	370673465	501(c)(3)	$361,352	PGRM SUPPORT & RESEARCH
The Carle Foundation Hospital
611 W Park Street	Urbana	IL	61801	371119538	501(c)(3)	$1,890,294	PATIENT SUPPORT & EDUCATION	$398,859	Cost	Patient Support
Carle Health Care Incorporated
611 W Park Street	Urbana	IL	61801	371140016	501(c)(3)	$435,594	PATIENT SUPPORT & EDUCATION
Carle BroMenn Medical Center
611 W Park Street	Urbana	IL	61801	850682363	501(c)(3)	$499,984	PATIENT SUPPORT & EDUCATION
RICHLAND MEMORIAL HOSPITAL
611 W Park Street	Urbana	IL	61801	371363001	501(c)(3)	$111,768	PATIENT SUPPORT & EDUCATION
Carle Eureka Hospital
611 W Park Street	Urbana	IL	61801	850688306	501(c)(3)	$10,103	PATIENT SUPPORT & EDUCATION
Carle West Physician Group
611 W Park Street	Urbana	IL	61801	850703768	501(c)(3)	$956,119	PATIENT SUPPORT & EDUCATION
Hoopeston Community Memorial Hospital
611 W Park Street	Urbana	IL	61801	363637465	501(c)(3)	$16,211	PATIENT SUPPORT & EDUCATION
Methodist Medical Center of Illinois
611 W Park Street	Urbana	IL	61801	370661223	501(c)(3)	$787,667	PATIENT SUPPORT & EDUCATION	$191,956	Cost	Patient Support
Proctor Hospital
611 W Park Street	Urbana	IL	61801	370681540	501(c)(3)	$305,927	PATIENT SUPPORT & EDUCATION
Proctor Health Systems
611 W Park Street	Urbana	IL	61801	364147437	501(c)(3)	$34,716	PATIENT SUPPORT & EDUCATION
Hult Center for Healthy Living
611 W Park Street	Urbana	IL	61801	363510390	501(c)(3)	$97,685	PATIENT SUPPORT & EDUCATION
The Board of Trustees of the University of Illinois
506 S Mathews Ave	Urbana	IL	61801	376000511	501(c)(3)	$83,191	PGRM SUPPORT & RESEARCH

Field	Value	IRS element (for citing)
Total501c3 Org	13	Total501c3OrgCnt
Total Other Org	0	TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)

Grant TypeGrantTypeTxt	RecipientRecipientCnt	Cash GrantCashGrantAmt
MEDICAL EDUCATION ASSISTANCE	250	$87,878
PATIENT ASSISTANCE	539	$47,672

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds.	FormAndLineReferenceDesc
Explanation	THE MAJORITY OF THE GRANTS ARE FOR THE CARLE FOUNDATION AND ITS AFFILIATES AND/OR THE COMMUNITY IN WHICH IT IS LOCATED. ANYONE WISHING TO REQUEST FUNDS IS REQUIRED TO COMPLETE A REQUEST FORM FROM THE CARLE DEVELOPMENT FOUNDATION. THE FORM REQUIRES A DETAILED DESCRIPTION OF THE PURPOSE OF THE CURRENT FUNDING REQUEST AMONG OTHER ITEMS SUCH AS THE REQUESTOR'S NAME, AMOUNT OF THE REQUEST, ETC. THE REQUESTS ARE REVIEWED BY THE APPROPRIATE FUND DEVELOPMENT STAFF TO DETERMINE IF THERE ARE FUNDS AVAILABLE FOR THE NOTED PURPOSE AND TO EVALUATE THE OVERALL REASONABLENESS OF THE REQUEST. THE REQUESTS ARE APPROVED BY THE MANAGER OR VICE PRESIDENT OF FUND DEVELOPMENT PRIOR TO FUNDING. ACCOUNTING THEN PROCESSES PROPERLY APPROVED REQUESTS. IN THE CASE OF MOST DONATIONS OF $5,000 OR MORE, SUCH AS TO COLLEGES AND UNIVERSITIES OR COMMUNITY CLINICS, WRITTEN AGREEMENTS ARE IN PLACE AND WE HAVE REGULAR CONTACT WITH THOSE ORGANIZATIONS, OFTENTIMES THROUGH A CARLE CONTACT PERSON TO ASSURE THAT THE DONATIONS ARE BEING USED AS AGREED UPON. THE RECORDS ARE EITHER MAINTAINED IN ADMINISTRATION OR PUBLIC RELATIONS.	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Severance Payment	false	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	Yes (true)	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	false	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	false	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	false	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	false	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	false	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	Yes (true)	AnyNonFixedPaymentsInd
Initial Contract Exception	false	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Bonus Related OrganizationsBonusRelatedOrganizationsAmt	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt	Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt	Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
James C Leonard MD
Ex Officio, Voting // President & CEO	$0	$1,690,975	$0	$443,047	$0	$3,555,979	$0	$16,500	$0	$20,385	$0	$5,726,886	$0	$3,526,792
Matthew Kolb JDMHA
Officer - President, Carle Health Regions // EVP, COO	$0	$1,092,613	$0	$219,047	$0	$255,672	$0	$335,494	$0	$27,811	$0	$1,930,637	$0	$226,485
Dennis Hesch
Officer - EVP, Chief Finance & Strategy Officer	$0	$1,104,200	$0	$262,608	$0	$29,187	$0	$346,286	$0	$20,603	$0	$1,762,884	$0	$0
Laurence Fallon JD
Former - Key Employee	$0	$738,955	$0	$158,380	$0	$29,109	$0	$210,158	$0	$24,203	$0	$1,160,805	$0	$0
Lauren Schmid MBA
EVP, Chief Human Resources Officer	$0	$674,332	$0	$113,339	$0	$158,040	$0	$182,309	$0	$27,331	$0	$1,155,351	$0	$128,983
Lizbeth Katsinas
VP, Center for Philanthropy	$0	$352,247	$0	$35,060	$0	$45,861	$0	$51,118	$0	$1,402	$0	$485,688	$0	$0
Shelleigh Birlingmair
VP, BroMenn & Eureka Development	$180,457	$0	$19,241	$0	$1,274	$0	$3,671	$0	$16,092	$0	$220,735	$0	$0	$0
Roger Laramee
Executive Director, Development East Region	$153,798	$0	$12,259	$0	$727	$0	$2,992	$0	$0	$0	$169,776	$0	$0	$0
Ross Richards
Director, Philanthropy Operations	$138,358	$0	$7,369	$0	$4,684	$0	$1,208	$0	$28,566	$0	$180,185	$0	$0	$0
Andrew Bond
Director, BroMenn Development	$132,409	$0	$7,369	$0	$634	$0	$1,208	$0	$27,566	$0	$169,186	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation	THE BOARD OF TRUSTEES OF THE CARLE FOUNDATION, THE PARENT ORGANIZATION OF CARLE DEVELOPMENT FOUNDATION, THROUGH ITS COMPENSATION COMMITTEE COMPRISED OF INDEPENDENT MEMBERS FREE OF CONFLICT, ANNUALLY REVIEWS EXECUTIVE COMPENSATION LEVELS AND ESTABLISHES APPROPRIATE SALARY RANGES AND OTHER FEATURES OF THE COMPENSATION PLAN IN ACCORDANCE WITH THE ORGANIZATION'S APPROVED COMPENSATION PHILOSOPHY AND STRATEGY: -THE COMMITTEE IS COMPRISED OF MEMBERS OF THE BOARD OF TRUSTEES; WHO ARE INDEPENDENT OF THE CARLE FOUNDATION MANAGEMENT; HAVE NO PERSONAL INTEREST IN THE COMPENSATION ARRANGEMENTS; ARE NOT RELATED TO, OR UNDER THE CONTROL OF ANY INDIVIDUAL WHOSE COMPENSATION ARRANGEMENT IS BEING REVIEWED; AND HAVE NO MATERIAL BUSINESS RELATIONSHIP WITH THE CARLE FOUNDATION. -THE CHIEF EXECUTIVE OFFICER'S COMPENSATION IS DETERMINED BY THE COMPENSATION COMMITTEE IN RELATION TO APPROPRIATE COMPARABILITY DATA. COMPENSATION FOR OTHER MEMBERS OF THE EXECUTIVE STAFF IS DEVELOPED BY THE CEO, EVALUATED AGAINST MARKET DATA, AND REVIEWED AND APPROVED BY THE COMMITTEE. -THE COMMITTEE APPROVES ALL ANNUAL COMPENSATION DECISIONS IN ADVANCE OF THEIR IMPLEMENTATION AND DOCUMENTS ITS DETERMINATIONS AND DISCUSSIONS. -THE COMPENSATION COMMITTEE RELIES UPON A NUMBER OF EXTERNAL RESOURCES AND COMPARISONS, AND ITS ANALYSIS INCLUDES TOTAL COMPENSATION (CASH COMPENSATION PLUS BENEFITS PROVIDED BY THE CARLE FOUNDATION) IN RELATION TO ORGANIZATIONAL PERFORMANCE AND PREVAILING INDUSTRY PRACTICES FOR LIKE RESPONSIBILITIES AT COMPARABLY SIZED ORGANIZATIONS. -THE COMMITTEE HAS ENGAGED THE SERVICES OF A COMPENSATION CONSULTING FIRM SPECIALIZING IN THE NOT-FOR-PROFIT SECTOR WHICH HAS WORKED WITH THE CARLE FOUNDATION AND MAKES ITS REPORTS DIRECTLY AVAILABLE TO THE COMPENSATION COMMITTEE.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan	THE 2023 PARTICIPANTS IN THE 457(F) PLAN OFFERED BY THE CARLE FOUNDATION, THE PARENT ORGANIZATION OF CARLE DEVELOPMENT FOUNDATION, THAT ARE LISTED IN THE 990 PART VII INCLUDE JAMES C. LEONARD, MD, DENNIS HESCH, MATTHEW KOLB, JD, MHA, LAUREN SCHMID, MBA, ELIZABETH KATSINAS, SHELLEIGH BIRLINGMAIR, AND LAURENCE FALLON, JD. THE 2023 PAYMENTS FROM THE 457(F) PLAN WERE MADE TO JAMES C. LEONARD, MD ($3,526,792), MATTHEW KOLB, JD, MHA, ($226,485), AND LAUREN SCHMID, MBA ($128,983).
Schedule J, Part I, Line 7 Non-fixed payments	PART OF THE OVERALL EMPLOYEE'S COMPENSATION PROGRAM INCLUDES AN INCENTIVE COMPONENT THAT COVERS MOST EMPLOYEES AND IS DESIGNED TO ENCOURAGE AND PROMOTE THE ACHIEVEMENT OF CERTAIN QUALITY, OPERATIONAL, AND EFFICIENCY IMPROVEMENTS. ALTHOUGH THIS INCENTIVE COMPONENT IS BASED ON THE ORGANIZATION MEETING CERTAIN MINIMUM FINANCIAL THRESHOLDS, ALL PAYMENTS MUST BE APPROVED BY THE BOARD OF DIRECTORS PRIOR TO ANY INCENTIVE PAYOUT.

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	1	ContributionCnt
Noncash Contributions Rpt F990	$300	NoncashContributionsRptF990Amt
Method Of Determining Revenues	Market value	MethodOfDeterminingRevenuesTxt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	2	ContributionCnt
Noncash Contributions Rpt F990	$17,539	NoncashContributionsRptF990Amt
Method Of Determining Revenues	Market value	MethodOfDeterminingRevenuesTxt

Drugs And Medical Supplies DrugsAndMedicalSuppliesGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	2	ContributionCnt
Noncash Contributions Rpt F990	$6,550	NoncashContributionsRptF990Amt
Method Of Determining Revenues	Market value	MethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)

Non Cash CheckboxNonCashCheckboxInd	DescDesc	ContributionContributionCnt	Noncash Contributions Rpt F990NoncashContributionsRptF990Amt	Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)	Teddy bears	1	$1,600	Market value
Yes (X)	Women's Health Luncheon Food Donation	1	$731	Market value
Yes (X)	Gift Cards	1	$500	Market value

Field	Value	IRS element (for citing)
Any Property That Must Be Held	false	AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts	Yes (true)	ReviewProcessUnusualNCGiftsInd
Third Parties Used	false	ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule M, Part I COLUMN B	FormAndLineReferenceDesc
Explanation	THE AMOUNTS REPORTED IN COLUMN B REPRESENT THE NUMBER OF CONTRIBUTIONS RECEIVED.	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (12 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Form 990, Part III, Line 4d Description of other program services	(Expenses $ 5,193,346 including grants of $ 5,067,147)(Revenue $ 0) OTHER PROGRAM SERVICE - OTHER PROGRAMS FUNDED AND SUPPORTED BY THE CARLE DEVELOPMENT FOUNDATION INCLUDE RURAL HEALTH AND FARM SAFETY, RESEARCH IN MANY AREAS INCLUDING CANCER/CARDIOLOGY/DIGESTIVE HEALTH/GENERAL NURSING, MEDICAL EDUCATION IN BOTH HOSPITAL SETTINGS AND COMMUNITY SETTINGS, PEDIATRICS INITIATIVES AND PATIENT CARE.
Form 990, Part VI, Line 15 15A & 15B - PROCCES TO ESTABLISH COMPENSATION OF TOP MANAGEMENT OFFICIAL	CARLE DEVELOPMENT FOUNDATION DOES NOT COMPENSATE ITS OFFICERS AND KEY EMPLOYEES. EMPLOYEE COMPENSATION FOR THESE INDIVIDUALS IS PAID BY THE PARENT ORGANIZATION, THE CARLE FOUNDATION. THE BOARD OF TRUSTEES OF THE CARLE FOUNDATION, PARENT ORGANZATION OF CARLE DEVELOPMENT FOUNDATION, THROUGH ITS COMPENSATION COMMITTEE COMPRISED OF INDEPENDENT MEMBERS FREE OF CONFLICT, ANNUALLY REVIEWS EXECUTIVE COMPENSATION LEVELS AND ESTABLISHES APPROPRIATE SALARY RANGES AND OTHER FEATURES OF THE COMPENSATION PLAN IN ACCORDANCE WITH THE ORGANIZATION'S APPROVED COMPENSATION PHILOSOPHY AND STRATEGY: - THE COMMITTEE IS COMPRISED OF MEMBERS OF THE BOARD OF TRUSTEES; WHO ARE INDEPENDENT OF THE CARLE FOUNDATION MANAGEMENT; HAVE NO PERSONAL INTEREST IN THE COMPENSATION ARRANGEMENTS; ARE NOT RELATED TO, OR UNDER THE CONTROL OF ANY INDIVIDUAL WHOSE COMPENSATION ARRANGEMENT IS BEING REVIEWED; AND HAVE NO MATERIAL BUSINESS RELATIONSHIP WITH THE CARLE FOUNDATION. - THE CHIEF EXECUTIVE OFFICER'S COMPENSATION IS DETERMINED BY THE COMPENSATION COMMITTEE IN RELATION TO APPROPRIATE COMPARABILITY DATA. COMPENSATION FOR OTHER MEMBERS OF THE EXECUTIVE STAFF IS DEVELOPED BY THE CEO, EVALUATED AGAINST MARKET DATA, AND REVIEWED AND APPROVED BY THE COMMITTEE. - THE COMMITTEE APPROVES ALL ANNUAL COMPENSATION DECISIONS IN ADVANCE OF THEIR IMPLEMENTATION AND DOCUMENTS ITS DETERMINATIONS AND DISCUSSIONS. - THE COMPENSATION COMMITTEE RELIES UPON A NUMBER OF EXTERNAL RESOURCES AND COMPARISONS, AND ITS ANALYSIS INCLUDES TOTAL COMPENSATION (CASH COMPENSATION PLUS BENEFITS PROVIDED BY THE CARLE FOUNDATION) IN RELATION TO ORGANIZATIONAL PERFORMANCE AND PREVAILING INDUSTRY PRACTICES FOR LIKE RESPONSIBILITIES AT COMPARABLY-SIZED ORGANIZATIONS. THE COMMITTEE HAS ENGAGED THE SERVICES OF A COMPENSATION CONSULTING FIRM SPECIALIZING IN THE NOT-FOR-PROFIT SECTOR WHICH HAS WORKED WITH THE CARLE FOUNDATION AND MAKES ITS REPORTS DIRECTLY AVAILABLE TO THE COMPENSATION COMMITTEE.
Form 990, Part VI, Line 2 Family/business relationships amongst interested persons	James C. Leonard, MD (Officer), Matthew Kolb, JD, MHA (Officer), and Laurence Fallon, JD (Former) - Business relationship, James C. Leonard, MD (Officer), Dennis Hesch (Officer), and Lauren Schmid, MBA (Key Employee) - Business relationship, Dennis Hesch (Officer) and Matthew Kolb, JD, MHA (Officer) - Business relationship
Form 990, Part VI, Line 6 Classes of members or stockholders	CARLE DEVELOPMENT FOUNDATION HAS ONE MEMBER, WHICH IS THE PARENT COMPANY, THE CARLE FOUNDATION.
Form 990, Part VI, Line 7a Members or stockholders electing members of governing body	THE CARLE FOUNDATION, ACTING THROUGH ITS BOARD OF TRUSTEES, HAS THE EXCLUSIVE POWER TO ELECT AND REMOVE MEMBERS OF THE BOARD OF TRUSTEES FOR THE CORPORATION IN ADDITION TO FILLING VACANCIES.
Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders	THE CARLE DEVELOPMENT FOUNDATION'S BOARD OF TRUSTEES MUST HAVE THE APPROVAL OF ITS SOLE MEMBER, THE CARLE FOUNDATION, THROUGH ITS BOARD OF TRUSTEES, WHEN VOTING ON MATTERS INCLUDING THE AMENDING OF BYLAWS; AMENDING OF THE ARTICLES OF THE CORPORATION; THE ADOPTION OF ANY ANNUAL OR LONG-TERM CAPITAL OR OPERATIONAL BUDGETS OF THE CORPORATION; THE ADOPTION OF ANY NEW, OR ANY CHANGES TO EXISTING, LONG-TERM OR MASTER INSTITUTIONAL PLANS OF THE CORPORATION; THE ADOPTION OF A PLAN OF DISSOLUTION OF THE CORPORATION; THE ENGAGING OF THE CORPORATION INTO ANY TRANSACTION PROVIDING FOR THE SALE, MORTGAGE OR OTHER DISPOSITION OF ALL OR SUBSTANTIALLY ALL OF ITS ASSETS; THE ADOPTION OF A PLAN OF MERGER OR CONSOLIDATION OF THE CORPORATION WITH ANOTHER CORPORATION; APPROVING ANY CONTRIBUTIONS, GRANTS OR LOANS BY THE CORPORATION TO ANY ORGANIZATION OR CORPORATION OTHER THAN THE SOLE MEMBER OF THE CORPORATION OR AN AFFILIATE THE SUM OF WHICH EXCEEDS $10,000 FOR ANY FISCAL YEAR; THE ORGANIZING OR ACQUISITION, OR AUTHORIZATION OR PERMIT THE ORGANIZATION OR ACQUISITION OF ANY SUBSIDIARY OR AFFILIATE OF THE CORPORATION.
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 TRUSTEE RECEIVED NOTIFICATION THAT THE FORM 990 WAS POSTED AND AVAILABLE FOR REVIEW AT HIS/HER DISCRETION, EACH TRUSTEE HAS THE OPPORTUNITY TO CONTACT MANAGEMENT OR DISCUSS AND ADDRESS CONCERNS AT SUBSEQUENT BOARD MEETINGS.
Form 990, Part VI, 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, 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 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 TRUSTEES AND MEMBERS OF BOARD COMMITTEES ARE REVIEWED BY THE CHAIR OF THE BOARD. THE ENTIRE BOARD, ABSENT THE SUBJECT TRUSTEE OR COMMITTEE MEMBER DETERMINES WHETHER A CONFLICT EXISTS. TRUSTEES AND/OR BOARD COMMITTEE MEMBERS WITH IDENTIFIED CONFLICTS ARE REQUIRED TO RECUSE THEMSELVES FROM 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 PARENT ORGANIZATION OF CARLE DEVELOPMENT FOUNDATION, PUBLISHES THROUGH WWW.DACBOND.COM AND HTTPS://EMMA.MSRB.ORG/ ITS QUARTERLY UNAUDITED FINANCIAL STATEMENTS, ANNUAL AUDITED FINANCIAL STATEMENTS, A MANAGEMENT'S DISCUSSION & ANALYSIS TO ACCOMPANY THE FINANCIAL STATEMENTS, AND AN ANNUAL REPORT OF CERTAIN OPERATING AND FINANCIAL INFORMATION. ADDITIONALLY, OFFICIAL STATEMENTS FOR OUTSTANDING MUNICIPAL BOND ISSUES FOR WHICH THE CARLE FOUNDATION IS OBLIGATED ARE AVAILABLE AT THIS WEBSITE. THESE DOCUMENTS INCLUDE EXTENSIVE INFORMATION ABOUT THE ORGANIZATION'S HEALTH CARE DELIVERY SYSTEM MODEL, RECENT HIGHLIGHTS/ACCOMPLISHMENTS, GOVERNANCE AND ADMINISTRATION, STRATEGIC PLAN, FACILITIES, CLINICAL PROGRAMS, MEDICAL STAFF, SERVICE AREA, COMPETITIVE ENVIRONMENT, DEMOGRAPHIC DATA, UTILIZATION STATISTICS, SUMMARY FINANCIAL INFORMATION, ACADEMIC AFFILIATIONS AND EDUCATIONAL PROGRAMS, MEDICAL RESEARCH, ACCREDITATIONS, AND ITS EMPLOYEES. THIS INFORMATION IS AVAILABLE AT NO CHARGE TO THOSE WHO REGISTER AT THE WWW.DACBOND.COM WEBSITE. IN ADDITION, THE FORM 990S OF THE ORGANIZATION'S FILING ENTITIES ARE AVAILABLE THROUGH DACBOND. QUARTERLY FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST DELIVERED TO THE ORGANIZATION'S ADMINISTRATIVE OFFICES. THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICIES ARE ALSO AVAILABLE UPON REQUEST TO THE ORGANIZATION'S ADMINISTRATIVE OFFICES.
Form 990, Part VII, Section A COLUMN B	THE AVERAGE ESTIMATED HOURS PER WEEK LISTED FOR THE REPORTING ORGANIZATION AND RELATED ORGANIZATIONS ARE BASED ON A STANDARD 40 HOUR WEEK. MEMBERS MAY FREQUENTLY DEVOTE MORE THAN 40 HOURS OF SERVICE TO THE ENTIRE ORGANIZATION DURING AN AVERAGE WEEK.
Form 990, Part XI, Line 9 Other changes in net assets or fund balances	INTERCOMPANY RECEIVABLE/PAYABLE SETTLEMENTS - -180634; NET ASSETS TRANSFER BETWEEN RELATED TAX-EXEMPT ORGANIZATIONS - 46338243;
Form 990, Part XII, Line 2c CHANGE OF OVERSIGHT PROCESS OR SELECTION PROCESS	FORM 990, PART XII, QUESTIONS 2A, B, C & PART IV, QUESTION 12 THE FINANCIAL STATEMENTS FOR CARLE DEVELOPMENT FOUNDATION WERE REVIEWED 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.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (29 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Exempt Code SectionExemptCodeSectionTxt	Public Charity StatusPublicCharityStatusTxt	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Controlled OrganizationControlledOrganizationInd
CARLE BROMENN MEDICAL CENTER
611 W PARK STREET	URBANA	IL	61801	850682363	Hospital Services	IL	501(c)(3)	3	CHCR	Yes (true)
CARLE COMMUNITY HEALTH CORPORATION
611 W PARK STREET	URBANA	IL	61801	364458371	FNDN Mission	IL	501(c)(3)	Type I	TCDF	Yes (true)
CARLE EUREKA HOSPITAL
611 W PARK STREET	URBANA	IL	61801	850688306	Hospital Services	IL	501(c)(3)	3	CHCR	Yes (true)
CARLE HEALTH - CENTRAL REGION
611 W PARK STREET	URBANA	IL	61801	990548510	Governance/Oversight	IL	501(c)(3)	Type III-FI	TCF	Yes (true)
CARLE HEALTH - EAST REGION
611 W PARK STREET	URBANA	IL	61801	990582680	Governance/Oversight	IL	501(c)(3)	Type III-FI	TCF	Yes (true)
CARLE HEALTH - SOUTH REGION
611 W PARK STREET	URBANA	IL	61801	990614340	Governance/Oversight	IL	501(c)(3)	Type III-FI	TCF	Yes (true)
CARLE HEALTH - WEST REGION
611 W PARK STREET	URBANA	IL	61801	371111135	Governance/Oversight	IL	501(c)(3)	Type III-FI	TCF	Yes (true)
CARLE HEALTH CARE INCORPORATED
611 W PARK STREET	URBANA	IL	61801	371140016	Various Medical Services	IL	501(c)(3)	10	TCF	Yes (true)
CARLE RETIREMENT CENTERS INC
611 W PARK STREET	URBANA	IL	61801	371160033	Retirement Living	IL	501(c)(3)	10	TCF	Yes (true)
CARLE WEST PHYSICIAN GROUP INC
611 W PARK STREET	URBANA	IL	61801	850703768	Physician Services	IL	501(c)(3)	10	CHCI	Yes (true)
CRIS HEALTHY AGING
611 W PARK STREET	URBANA	IL	61801	370948852	Senior Citizen Services	IL	501(c)(3)	7	CHCI	Yes (true)
HOOPESTON COMMUNITY MEMORIAL HOSPITAL
611 W PARK STREET	URBANA	IL	61801	363637465	Hospital Services	IL	501(c)(3)	3	CHER	Yes (true)
HULT CENTER FOR HEALTHY LIVING INC
611 W PARK STREET	URBANA	IL	61801	363510390	Wellness Services	IL	501(c)(3)	7	PH	Yes (true)
HUMAN SERVICE CENTER
611 W PARK STREET	URBANA	IL	61801	371004882	Behavioral Health Services	IL	501(c)(3)	7	TP	Yes (true)
METHODIST MEDICAL CENTER FOUNDATION
611 W PARK STREET	URBANA	IL	61801	510186460	Fundraising	IL	501(c)(3)	7	CHWR	Yes (true)
METHODIST SERVICES INC
611 W PARK STREET	URBANA	IL	61801	371111134	Property Holding Co.	IL	501(c)(3)	10	CHWR	Yes (true)
PARK COURT LIMITED
611 W PARK STREET	URBANA	IL	61801	371178386	Property Holding Co.	IL	501(c)(3)	Type II	CHWR	Yes (true)
PEKIN MEMORIAL HOSPITAL
611 W PARK STREET	URBANA	IL	61801	370692351	Hospital Services	IL	501(c)(3)	3	CHWR	Yes (true)
PEKIN MEMORIAL HOSPITAL FOUNDATION
611 W PARK STREET	URBANA	IL	61801	371200267	Fundraising	IL	501(c)(3)	7	CHWR	Yes (true)
PRAIRIE VIEW VILLAS NO 1
1900 SPRING ROAD STE 300	OAK BROOK	IL	605231480	261755679	Housing Services	IL	501(c)(3)	7	TMHC	Yes (true)
PROCTOR HEALTH SYSTEMS
611 W PARK STREET	URBANA	IL	61801	364147437	Physician Services	IL	501(c)(3)	3	CHWR	Yes (true)
PROCTOR HOSPITAL
611 W PARK STREET	URBANA	IL	61801	370681540	Hospital Services	IL	501(c)(3)	3	CHWR	Yes (true)
RICHLAND MEMORIAL HOSPITAL INC
611 W PARK STREET	URBANA	IL	61801	371363001	Hospital Services	IL	501(c)(3)	3	CHSR	Yes (true)
TAZWOOD MENTAL HEALTH CENTER INC
611 W PARK STREET	URBANA	IL	61801	371278969	Behavioral Health Services	IL	501(c)(3)	7	TP	Yes (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	Yes (true)
THE METHODIST MEDICAL CENTER OF ILLINOIS
611 W PARK STREET	URBANA	IL	61801	370661223	Hospital Services	IL	501(c)(3)	3	CHWR	Yes (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	Yes (true)
TRILLIUM PLACE
611 W PARK STREET	URBANA	IL	61801	834051901	Behavioral Health Services	IL	501(c)(3)	10	CHWR	Yes (true)

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (6 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Predominant Income TypePredominantIncomeTypeTxt
CHAMPAIGN SURGICENTER LLC
611 W PARK STREET	URBANA	IL	61801	201915925	Surgical Center	IL	NA	N/A
FIELDS SOUTH LLC
611 W PARK STREET	URBANA	IL	61801	823187698	Property & Facility Management	IL	NA	N/A
MOUPH LLC
611 W PARK STREET	URBANA	IL	61801	921791534	Outpatient Orthopedic Services	IL	NA	N/A
REHABILITATION THERAPY SERVICES LLC
416 ST MARKS CT 110	PEORIA	IA	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

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (20 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Entity TypeEntityTypeTxt	Controlled OrganizationControlledOrganizationInd	Share Of Total IncomeShareOfTotalIncomeAmt	Share Of EOY AssetsShareOfEOYAssetsAmt	OwnershipOwnershipPct	Address Line1ForeignAddress/AddressLine1Txt	Address Line2ForeignAddress/AddressLine2Txt	Province Or StateForeignAddress/ProvinceOrStateNm	CountryForeignAddress/CountryCd	Foreign PostalForeignAddress/ForeignPostalCd	Legal Domicile Foreign CountryLegalDomicileForeignCountryCd
BELCREST SERVICES LTD
611 W PARK STREET	URBANA	IL	61801	371196307	Medical Services	IL	NA	C Corporation	Yes (true)
CARLE HEALTH JUNCTION MEDICAL LLC
611 W PARK STREET	URBANA	IL	61801	814609769	Care Coordination	IL	NA	C Corporation	Yes (true)
CARLE HEALTH PHYSICIAN PARTNERS INC
611 W PARK STREET	URBANA	IL	61801	850718392	Physician Services	IL	NA	C Corporation	Yes (true)
CARLE HOLDING COMPANY INC
611 W PARK STREET	URBANA	IL	61801	371188284	Holding Co.	IL	NA	C Corporation	Yes (true)
CARLE RESEARCH PRODUCTS INC
611 W PARK STREET	URBANA	IL	61801	999999999	Medical Research - INACTIVE	IL	CDF	C Corporation	Yes (true)	$0	$0	1
CARLE RISK MANAGEMENT COMPANY
611 W PARK STREET	URBANA	IL	61801	371217973	Risk Management	IL	NA	C Corporation	Yes (true)
CARLE VENTURES INC
611 W PARK STREET	URBANA	IL	61801	371313150	Health Care Partnerships	IL	NA	C Corporation	Yes (true)
CHA HOLDING INC
3310 SOUTH FIELDS DR	CHAMPAIGN	IL	61822	471854275	Holding Co.	IL	NA	C Corporation	Yes (true)
FIRSTCAROLINACARE INSURANCE COMPANY
42 MEMORIAL DR	PINEHURST	NC	28374	331160597	Insurance	IL	NA	C Corporation	Yes (true)
HEALTH ALLIANCE CONNECT INC
3310 SOUTH FIELDS DR	CHAMPAIGN	IL	61822	464796891	Health Care Coordination	IL	NA	C Corporation	Yes (true)
HEALTH ALLIANCE MEDICAL PLANS INC
3310 SOUTH FIELDS DR	CHAMPAIGN	IL	61822	371260731	Health Coverage	IL	NA	C Corporation	Yes (true)
HEALTH ALLIANCE MIDWEST INC
3310 SOUTH FIELDS DR	CHAMPAIGN	IL	61822	371354502	Health Coverage	IL	NA	C Corporation	Yes (true)
HEALTH ALLIANCE NORTHWEST HEALTH PLAN
820 N CHELAN AVE	WENATCHEE	WA	98801	461966323	Health Coverage	WA	NA	C Corporation	Yes (true)
HEALTH ALLIANCE NORTHWEST HOLDING
820 N CHELAN AVE	WENATCHEE	WA	98801	461717578	Holding Co.	WA	NA	C Corporation	Yes (true)
HEALTH PLUS INC
611 W PARK STREET	URBANA	IL	61801	371295532	Contracting	IL	NA	C Corporation	Yes (true)
HEALTH SYSTEMS INSURANCE LIMITED
				980638449	Insurance		NA	C Corporation	Yes (true)				Governors Square 2nd Floor Bldg 3	23 Lime Tree Bay Ave	Grand Cayman	CJ	KY11102	CJ
METHODIST HEALTH VENTURES INC
611 W PARK STREET	URBANA	IL	61801	371140939	Holding Co.	IL	NA	C Corporation	Yes (true)
OPTIMUM HEALTH SOLUTIONS INC
611 W PARK STREET	URBANA	IL	61801	205430137	Care Coordination - INACTIVE	IL	NA	C Corporation	Yes (true)
PEKIN PROHEALTH INC
611 W PARK STREET	URBANA	IL	61801	371117052	Clinical Operations	IL	NA	C Corporation	Yes (true)
PROVIDER RESOURCE MANAGEMENT INC
611 W PARK STREET	URBANA	IL	61801	371223550	Physician Services	IL	NA	C Corporation	Yes (true)

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	false	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	Yes (true)	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	Yes (true)	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	false	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	false	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	false	DivRelatedOrganizationInd
Asset Sale To Other Org	false	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	false	AssetPurchaseFromOtherOrgInd
Asset Exchange	false	AssetExchangeInd
Rental Of Facilities To Oth Org	false	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	Yes (true)	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	false	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	Yes (true)	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	false	SharingOfFacilitiesInd
Paid Employees Sharing	false	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	Yes (true)	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	false	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	false	TransferToOtherOrgInd
Transfer From Other Org	Yes (true)	TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (12 entries)

Transaction TypeTransactionTypeTxt	InvolvedInvolvedAmt	Method Of Amount DeterminationMethodOfAmountDeterminationTxt
The Carle Foundation Hospital
B	$2,289,153	Book
Methodist Medical Center of Illinois
B	$979,623	Book
Carle West Physician Group
B	$956,119	Book
Carle BroMenn Medical Center
B	$499,984	Book
Carle Health Care Incorporated
B	$435,594	Book
Proctor Hospital
B	$305,927	Book
Richland Memorial Hospital
B	$111,768	Book
Hult Center for Healthy Living
B	$97,685	Book
Proctor Health Systems
B	$34,716	Book
Hoopeston Community Memorial Hospital
B	$16,211	Book
Carle Eureka Hospital
B	$10,103	Book
METHODIST MEDICAL CENTER FOUNDATION
S	$40,570,220	Book