2018-11-14T14:45:38-06:00 2017-12-31 ERNST & YOUNG US LLP 111 MONUMENT CIRCLE SUITE 4000 INDIANAPOLIS IN 46204 990 2017-01-01 371119538 THE CARLE FOUNDATION HOSPITAL % DENNIS P HESCH EXEC VP & C CARL 2173833311 611 WEST PARK URBANA IL 61801 Dennis Hesch Exec VP & CFO 2173833311 2018-11-13 true JENNIFER D RHODERICK P00395735 3176817000 65.30.190.147 35057220183185000024 2018-11-14 P 6DFBA33F1DAEE8CAFFEB9AC40683ECF49AA6169A 64C7932F6DA8C69ACB63BCEE0D766797A910B2A0 2017 2019-02-21 02:37:17Z Dennis Hesch 611 WEST PARK URBANA IL 61801 934136531 false X www.carle.org X 1982 IL SEE SCHEDULE O 7 4 4100 1295 -857655 -1049413 5551502 6414794 786845170 905886876 185319 168813 8829146 3794082 801411137 916264565 2354260 2308003 0 0 214872471 228102984 0 0 0 399395439 439304749 616622170 669715736 184788967 246548829 455057271 444994903 122434305 132946856 332622966 312048047 X SECTION 1. GENERAL PURPOSES. THE CORPORATION IS ORGANIZED AND SHALL BE EXCLUSIVELY OPERATED AS A NOT-FOR-PROFIT CORPORATION FOR CHARITABLE, BENEVOLENT, SCIENTIFIC AND EDUCATIONAL PURPOSES WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED, OR THE CORRESPONDING PROVISIONS OF ANY FUTURE UNITED STATES INTERNAL REVENUE LAW (THE "CODE"). IN FURTHERANCE OF SUCH CHARITABLE PURPOSES, THE CORPORATION SHALL ENGAGE IN THE ACTIVITIES DESCRIBED IN SECTION 2 OF THIS STATEMENT. SECTION 2. SPECIFIC PURPOSES. THE CORPORATION'S PURPOSES SHALL INCLUDE, BUT NOT BE LIMITED TO, THE FOLLOWING: (A) TO PROVIDE AND TO ASSIST IN PROVIDING FACILITIES FOR THE RENDERING OF COMPREHENSIVE HEALTH CARE SERVICES ON AN INPATIENT, OUTPATIENT OR OTHER BASIS THROUGH THE OPERATION OF ONE OR MORE HOSPITALS AND AMBULATORY SURGERY CENTERS, RECOVERY CENTERS AND CLINICS, BY PROVIDING SERVICES TO PROVIDERS OF HEALTH CARE SERVICES, AND THROUGH ALL OTHER APPROPRIATE MEANS; (B) TO TRAIN AND TO PR false false 613779873 2308003 910848078 SERVING PEOPLE THROUGH HIGH QUALITY MEDICAL CARE, THE CARLE FOUNDATION HOSPITAL IS AN ILLINOIS NOT-FOR-PROFIT CORPORATION ESTABLISHED FOR THE PURPOSE OF OPERATING THE CARLE FOUNDATION'S 413-LICENSED BED HOSPITAL AND RELATED FACILITIES AND, CONDUCTING PATIENT CARE RELATED ACTIVITIES OF THE FOUNDATION. THE HOSPITAL, A LEVEL ONE TRAUMA CENTER, OFFERS A FULL RANGE OF INPATIENT AND OUTPATIENT DIAGNOSTIC AND THERAPEUTIC SERVICES FOR MEDICAL, SURGICAL, OBSTETRICAL AND GYNECOLOGICAL PATIENTS. THE HOSPITAL PROVIDES VARIOUS ANCILLARY SUPPORT SERVICES TO BOTH INPATIENTS AND OUTPATIENTS SUCH AS AUTOPSY, BLOOD BANK, EMERGENCY SERVICES, RESPIRATORY THERAPY, OPERATING ROOM, OCCUPATIONAL THERAPY, PASTORAL COUNSELING, SOCIAL SERVICES, PHARMACY AND PHYSICAL THERAPY. THE CARLE FOUNDATION HOSPITAL'S MISSION IS TO SERVE PEOPLE THROUGH HIGH QUALITY CARE, MEDICAL RESEARCH AND EDUCATION. WE MAKE SURE THOSE WHO NEED CARE, GET CARE, WHETHER OR NOT THEY CAN PAY. THROUGH OUR COMMUNITY CARE DISCOUNT PROGRAM FOR HOSPITAL SERVICES AND OUR PARTNERSHIPS WITH AREA HEALTH AGENCIES, ACCESS TO DENTAL, VISION AND GENERAL HEALTHCARE HAS BEEN IMPROVED FOR THOSE WHO ARE STRUGGLING FINANCIALLY. AS THE SECOND TENET IN OUR MISSION, RESEARCH GIVES US TOMORROW'S ANSWERS, TODAY. IN COLLABORATION WITH THE UNIVERSITY OF ILLINOIS SCIENTISTS AND THE CARLE PHYSICIAN GROUP PHYSICIANS, WE ARE TURNING THE LATEST MEDICAL KNOWLEDGE INTO PRACTICAL APPLICATIONS FOR THE BEDSIDE. WE ARE NOW CONDUCTING MORE THAN 300 ACTIVE STUDIES RELATING TO CANCER, GASTRO-INTESTINAL DISEASE, CARDIOVASCULAR DISEASE AND MORE. IN ADDITION, THERE WERE 46 PEER-REVIEWED RESEARCH PUBLICATIONS FROM CARLE CLINICIANS. EDUCATIONAL PROGRAMS FOR BOTH OUR PROFESSIONALS AND THE COMMUNITY ENSURE EVERYONE IS BETTER PREPARED. FOR THE COMMUNITY, WE OFFER A MYRIAD OF OPPORTUNITIES LIKE BABYSITTING CERTIFICATION AND NEW DAD COURSES, ALONG WITH FREE CPR AND FIRST AID CLASSES. FOR OUR PROFESSIONALS, WE HAVE CONTINUING EDUCATION COURSES, THREE LEVELS OF MANAGEMENT TRAINING CLASSES AND COURSES FOR PHYSICIAN LEADERS. THE CARLE FOUNDATION HOSPITAL'S CONTINUED SUCCESS IS ROOTED IN OUR ABILITY TO ADAPT TO A CHANGING HEALTHCARE ENVIRONMENT, PLAN DILIGENTLY FOR OUR FUTURE AND MAINTAIN A COMMITMENT TO OUR PATIENTS AND COMMUNITY. NOT-FOR-PROFIT HOSPITALS HAVE A LONG STANDING PRACTICE OF PROVIDING SUPPORT, DONATIONS AND SERVICES TO THEIR COMMUNITIES. THIS STEMS NOT FROM ECONOMIC OPPORTUNITY, BUT RATHER FROM A RESPONSIBILITY TO ADDRESS AND IMPROVE THE HEALTH OF ALL THE PEOPLE THEY SERVE. AT THE CARLE FOUNDATION HOSPITAL, WE ALSO BELIEVE THAT WE HAVE AN OBLIGATION TO GENEROUSLY GIVE BACK TO OUR COMMUNITY IN EXCHANGE FOR OUR TAX EXEMPTION. ALL OF THESE FACTORS LEAD TO THE CARLE FOUNDATION HOSPITAL BEING A CHAMPION OF ACCESS TO HEALTHCARE AND A PILLAR OF COMMUNITY SUPPORT. COMMUNITY BENEFIT PROGRAMS ARE BASED ON ASSESSED NEEDS AND DESIGNED TO IMPROVE THE HEALTH OF THOSE WHO LIVE AND WORK IN OUR AREA, WITH A FOCUS ON SERVING THOSE LESS FORTUNATE. AREAS OF COMMUNITY BENEFIT INCLUDE: HOSPITAL SERVICES THAT OPERATE AT A LOSS, CASH AND IN-KIND DONATIONS, TRANSLATIONAL RESEARCH, COMMUNITY EDUCATION, COMMUNITY-BUILDING ACTIVITIES AND WORKFORCE DEVELOPMENT. THE CARLE FOUNDATION HOSPITAL STRIVES TO ELIMINATE BARRIERS THAT KEEP AREA RESIDENTS FROM RECEIVING THE CARE THEY NEED. THE CARLE FOUNDATION HOSPITAL'S COMMUNITY CARE DISCOUNT PROGRAM IS ONE OF THE MOST GENEROUS FINANCIAL ASSISTANCE DISCOUNT PROGRAMS IN THE COUNTRY. WE WANT TO MAKE SURE THAT THE PEOPLE WHO QUALIFY KNOW ABOUT THEIR OPTIONS. OUR ADVERTISING THROUGHOUT THE REGION IS TARGETED TO REACH PEOPLE WHO QUALIFY SO THEY ARE AWARE FINANCIAL ASSISTANCE IS AVAILABLE. AS A NOT-FOR-PROFIT HOSPITAL, IT IS OUR OBLIGATION TO REACH OUT TO THOSE WHO CANNOT AFFORD HEALTHCARE. 19635104 THE CARLE COMMUNITY CARE DISCOUNT PROGRAM (FINANCIAL ASSISTANCE): AS A TAX-EXEMPT ORGANIZATION, THE CARLE FOUNDATION HOSPITAL PROVIDES CARE TO PATIENTS REGARDLESS OF THEIR ABILITY TO PAY FOR THAT CARE OR SOURCE OF PAYMENT. WE ALSO RECOGNIZE THAT SOME PATIENTS NEED HELP TO PAY THEIR BILLS. THE CARLE FOUNDATION HOSPITAL'S COMMUNITY CARE DISCOUNT PROGRAM (FINANCIAL ASSISTANCE) PROVIDES DISCOUNTS OR FREE CARE TO THOSE WHO NEED IT. OUR COMMUNITY CARE DISCOUNT PROGRAM IS CONTINUALLY EVALUATED AND MANAGED AS NEEDED TO MEET THE NEEDS OF OUR COMMUNITY. EVALUATION INVOLVES INPUT FROM ADMINISTRATIVE LEADERS, PATIENT ACCOUNTS STAFF, LOCAL CONSUMER ADVOCACY GROUPS, AND PATIENTS. FOR THE TWELVE MONTHS ENDED DECEMBER 31, 2017 (CY17), FINANCIAL ASSISTANCE TOTALED $19,635,104 AND SERVED 24,875 PEOPLE. 19024221 313589 RESEARCH AND EDUCATION INITIATIVES: RESEARCH: CARLE FOUNDATION HOSPITAL'S RESEARCH PROGRAM CONTINUES TO EXPAND TO SERVE THE NEEDS OF THE COMMUNITY AND ADVANCE THE TRANSLATION OF NEW DISCOVERIES INTO CLINICAL SOLUTIONS. CARLE WORKS WITH INDUSTRY SPONSORS, FEDERAL AGENCIES, FOUNDATIONS AND START-UPS IN A VARIETY OF CLINICAL AREAS, INCLUDING CANCER, NEUROSCIENCES, DIGESTIVE HEALTH, MATERNAL-CHILD HEALTH, HEART AND VASCULAR, SPORTS MEDICINE, OPHTHALMOLOGY AND HEARING. OUR PATIENTS CONTINUE TO ENGAGE IN MEDICAL RESEARCH AT A SIGNIFICANT LEVEL TO HELP BRING NEW THERAPIES TO THE REGION. CARLE CANCER CENTER PARTICIPATED IN TWO HIGH-PRIORITY STUDIES FOR THE NATIONAL CANCER INSTITUTE; FIRST, MATCH PRECISION MEDICINE, WHICH SEEKS TO IDENTIFY THERAPEUTIC STRATEGIES THAT MATCH THE GENETIC PROFILE OF AN INDIVIDUAL PATIENT'S CANCER - ULTIMATELY LEADING TO SIGNIFICANT IMPROVEMENT IN OUTCOMES FOR PATIENTS. IN THE SECOND, THE TMIST CLINICAL TRIAL COMPARES THE LONG-TERM RISKS AND BENEFITS OF 2D VERSUS 3D MAMMOGRAPHY. CARLE IS ONE OF THE TOP PARTICIPATING SITES FOR THIS STUDY WITH THE SECOND-HIGHEST NUMBER OF PATIENT VOLUNTEERS IN THE COUNTRY. CARLE CANCER CENTER ALSO PARTNERED WITH DEACONESS CLINIC TO EXPAND ACCESS TO NOVEL CLINICAL TRIALS AND THERAPIES IN AN UNDERSERVED RURAL AREA OF SOUTHEASTERN ILLINOIS AND INDIANA. CARLE HAS BEEN WORKING WITH THE UNIVERSITY OF ILLINOIS (U OF I) ON A JOINT PROJECT TO DEVELOP EARLY DIAGNOSTIC DEVICES FOR SEPSIS. THE WORK INVOLVES ANALYSIS OF A PATIENT'S CLINICAL DATA, ALONG WITH A NOVEL BIOMARKER PANEL, IN AN INNOVATIVE POINT-OF-CARE ANALYSIS DEVICE. RESEARCH FINDINGS WERE PUBLISHED IN TWO NATURE COMMUNICATIONS PUBLICATIONS IN FALL 2017 AND DEMONSTRATED A SIGNIFICANT IMPROVEMENT IN IDENTIFICATION OF SERIOUS SEPSIS. STUDIES VALIDATING THESE FINDINGS IN PATIENTS ARE UNDER WAY. CARLE AND U OF I CONTINUE TO DEVELOP STRONG AND PRODUCTIVE COLLABORATIVE RESEARCH. THE CARLE ILLINOIS COLLABORATIVE RESEARCH SEED PROGRAM SELECTED THE FOLLOWING PROPOSALS TO FUND IN 2017: 1. MEASURING CEREBRAL SPINAL FLUID SHUNT FLOW WITH MRI USING FLOW ENHANCEMENT OF SIGNAL INTENSITY. 2. IMPROVING QUANTITATIVE MOLECULAR IMAGING ACCURACY IN CLINICAL PRACTICE AND ASSESSING RESPONSE TO THERAPY. 3. PATIENT-SPECIFIC MODELS FOR VIRTUAL PROTOTYPING AND 3D PRINTING: SIMULATION-BASED IMAGING TO PREDICT RISK OF PERIPHERAL VASCULAR COMPLICATIONS IN TAVR. 4. IMPACT OF HORMONAL CHANGES AND ENVIRONMENTAL CHEMICALS ON SLEEP DISRUPTIONS IN A POPULATION OF MENOPAUSAL WOMEN. 5. INFRARED SPECTROSCOPIC IMAGING-BASED HISTOPATHOLOGY AND SUBTYPE CLASSIFICATION OF B-CELL LYMPHOMAS. IN 2017, CARLE LAUNCHED THE CARLE CLINICAL RESEARCH PROGRAM, A NEW RESEARCH AWARD PROGRAM TO STIMULATE INNOVATIONS IN CLINICAL CARE: - SLEEP MEDICINE: "PRESSURE AND TEMPERATURE SENSORS FOR THE PREVENTION OF PRESSURE INJURY AND ASSESSMENT OF SLEEP PATTERN" - OPHTHALMOLOGY: "CLINICAL UTILITY OF AN AUTOMATIC SEGMENTATION ALGORITHM IN DIFFERENTIATING HEALTHY AND DISEASED RETINA IN HYDROXYCHLOROQUINE-INDUCED RETINAL TOXICITY" - NEUROLOGY: "STRATEGIC PROCESSING ABILITY IN MILD COGNITIVE IMPAIRMENT" - CANCER CENTER: "TELEMEDICINE-ENABLED HOSPICE TRANSITIONING" - HEART AND VASCULAR INSTITUTE: "EX VIVO ANALYSIS AND MOLECULAR CHARACTERIZATION OF ARTERIAL AND VENOUS THROMBUS COMPOSITION IN HUMANS" - CARLE AUDITORY ORAL SCHOOL: "TELE-INTERVENTION-BASED ACADEMIC SUPPORT FOR KIDS WITH HEARING LOSS (TASK-HL)" - OPHTHALMOLOGY: "EVALUATION OF VEGF LEVELS AS A POTENTIAL MARKER FOR DIAGNOSING RETINAL DISORDER AND THERAPY MONITORING" ALSO IN 2017, CARLE NAMED AN ORTHOPEDICS AND SPORTS MEDICINE PHYSICIAN AS THE NEAL EMERGING CLINICAL INVESTIGATOR, A PROGRAM TO SUPPORT AN EMERGING INVESTIGATOR IN CLINICAL RESEARCH. THIS PHYSICIAN IS INVESTIGATING THE WAY SPORTS-RELATED CONCUSSIONS ARE EVALUATED IN CHILDHOOD SPORTS. EDUCATION: THROUGH A VARIETY OF ACTIVITIES INCLUDING SIGNIFICANT DONATIONS, SCHOLARSHIP PROGRAMS, AND PHYSICIAN, NURSE AND ALLIED-HEALTH EDUCATION, MORE THAN $12 MILLION WAS INVESTED IN PROGRAMS THAT ADDRESS COMMUNITY-WIDE WORKFORCE AND EDUCATION ISSUES, STRENGTHENING THE TRAINING AND AVAILABILITY OF PROFESSIONALS TO CARE FOR OUR COMMUNITIES' HEALTHCARE NEEDS NOW AND IN THE FUTURE. IN 2017, THE MOST SIGNIFICANT CONTRIBUTIONS WENT TOWARDS: - GRADUATE MEDICAL EDUCATION: MAINTAINING THREE MEDICAL RESIDENCY PROGRAMS - ORAL AND MAXILLOFACIAL SURGERY, FAMILY MEDICINE, AND GENERAL SURGERY - AND SERVING AS A CLINICAL SITE FOR THE UNIVERSITY OF ILLINOIS' INTERNAL MEDICINE AND PSYCHIATRY RESIDENCIES. IN 2017, THERE WERE 79 RESIDENTS PRACTICING AT CARLE. - CONTINUING MEDICAL EDUCATION PROGRAMS FOR REGIONAL PROVIDERS WHO ARE NOT MEMBERS OF THE CARLE FOUNDATION HOSPITAL MEDICAL STAFF, INCLUDING AN EXPANDED, TWO-DAY CARLE FOUNDATION DAY IN 2017 IN PARTNERSHIP WITH THE UNIVERSITY OF ILLINOIS. INCLUDED IN OVERALL CARLE HEALTH SYSTEM FIGURES AND NOT SPECIFIC TO THE HOSPITAL, CARLE CONTINUED SUPPORT OF THE CARLE ILLINOIS COLLEGE OF MEDICINE, THE WORLD'S FIRST ENGINEERING-BASED COLLEGE OF MEDICINE. IN 2017, THE COLLEGE RECEIVED PRELIMINARY ACCREDITATION TO BEGIN RECRUITING FOR ITS FIRST CLASS OF 32 NEW STUDENTS - READY TO START IN JULY 2018 - WHO WILL THRIVE IN A RICH CLINICAL RESEARCH ENVIRONMENT THAT SUPPORTS STUDENT INNOVATIONS TO IMPROVE PATIENT CARE. OVERALL, CARLE PLEDGED TO DONATE $100 MILLION TO THE COLLEGE OVER 10 YEARS, REPORTED AS A $10 MILLION GIFT FROM THE CARLE FOUNDATION EVERY YEAR. 652439198 true true false true false false false false false false true false false true true true false true false false false false false false false false true true true false true false false false false false false true false true false false false false true true true false false true 136 0 true 4100 true true true false false false false false false false false false X 7 4 true false false false true true true true true false false true true true true true true false false false IL X X DENNIS P HESCH EXEC VP C 2173833311 611 W PARK ST URBANA IL 61801 X GUY HALL Immediate Past Chair 1.5 4.45 X 0 0 0 BRENDA TIMMONS CHAIR OF BOARD 0.5 3.3 X X 0 0 0 KENNETH ARONSON MD SECRETARY OF BOARD 5.0 35.0 X X 0 474306 32825 DONNA GREENE IMMEDIATE PAST CHAIR 0.5 3.0 X 0 16000 0 KARL APPELQUIST VICE CHAIR OF BOARD 0.5 1.0 X X 0 0 0 J MICHAEL MARTIN TRUSTEE 0.5 0.95 X 0 30000 0 URETZ OLIPHANT MD TRUSTEE & PHYSICIAN 0.5 39.5 X 0 669188 30057 PAUL TUCKER TRUSTEE 0.5 3.0 X 0 0 0 JON STEWART TRUSTEE 0.25 0.95 X 0 15000 0 JAMES C LEONARD MD EX-OFFICIO, PRESIDENT & CEO 5.0 35.0 X 0 2371794 489137 JOHN SNYDER EXEC VP & COO 5.0 35.0 X 0 1558268 330180 DENNIS HESCH EXEC VP & CFO 12.0 28.0 X 0 1220302 264292 MATTHEW GIBB MD EXEC VP & CMO 18.4 21.6 X 0 1042497 206513 LYNETTE BARNES COO-CFH, SVP-FACILITIES 28.0 12.0 X 0 526074 104365 LAURENCE FALLON EXEC VP-LEGAL AFFAIRS & HR 5.0 35.0 X 0 916265 200598 BLAIR ROWITZ MD MED DIR- SURGICAL SERVICES 19.0 21.0 X 0 833413 41028 MALEC MOKRAOUI MD MED DIR- HVI 20.0 20.0 X 0 687947 31946 ANDY ARWARI MD MED DIR- REGIONAL 38.0 2.0 X 0 535236 42114 PAMELA BIGLER SVP-NURSING & CNO 15.0 25.0 X 0 463477 108561 DAWN WALDEN VP-REVENUE CYCLE OPS 20.0 20.0 X 0 352488 87917 MATTHEW KOLB SVP-Spec Care &Regional Health 20.0 20.0 X 0 306857 88588 CALEB MILLER SVP-Surgical & Diag Svcs 20.0 20.0 X 0 270321 73414 SALLY SALMONS MD VP-ASSOC CMO HOSP MED 10.0 20.0 X 0 344084 44065 LINDA FRED INPT PHARM DIRECTOR 30.0 10.0 X 212646 0 39207 JOEL LOVE PHYSICIST 40.0 0.0 X 199050 0 39605 KHANDAKER ISLAM PHYSICIST 40.0 0.0 X 178408 0 35422 MATTHEW PIKE PHARMACIST-INPT RX 40.0 0.0 X 173009 0 35596 ALLEN RINEHART DIR-ED & INPT SVCS 40.0 0.0 X 168611 0 29449 JULIANNA SELLETT Key Employee-Former 40.0 0.0 X 0 280324 83033 R BRUCE WELLMAN MD EX-OFFICIO, CEO OF CPG-FORMER 0.0 20.5 X 0 279697 30514 CORA E MUSIAL PHD MD SEC/TREAS OF BOARD - FORMER 5.0 0.0 X 0 107300 7511 STEPHANIE BEEVER KEY EMPLOYEE - FORMER 6.0 34.0 X 0 724609 155184 JOSEPH BARKMEIER MD KEY EMPLOYEE - FORMER 0.0 0.03 X 0 183662 22274 931724 14209109 2653395 134 true true false SHC SERVICES INC PO BOX 677896 DALLAS TX 752677896 Staffing 5886826 GE MEDICAL SYS INFORMATION TECH IN 5517 COLLECTIONS CENTER DRIVE CHICAGO IL 60693 EQUIPMENT MAINT 3346349 MAYO COLLABORATIVE SERVICES INC PO BOX 9146 MINNEAPOLIS MN 55480 LAB SERVICES 2858198 AVANT HEALTHCARE PROFESSIONALS LLC PO BOX 744554 ATLANTA GA 303744554 Staffing 1495598 PHILLIPS ELECTRONICS NORTH AMERICA PO BOX 100355 ATLANTA GA 303840355 Equipment Maint 1284995 75 0 4222867 2191927 0 446720 6414794 NET PATIENT CARE 621110 902942265 902942265 0 0 NET PATIENT CARE - ASC 621110 2944611 2944611 0 0 905886876 19828 19828 0 0 8975796 5086383 0 3889413 3889413 3889413 733841 584856 148985 148985 176334 -27349 0 0 0 0 0 0 7072450 12200727 -5128277 -5128277 INTERNAL MANAGEMENT FEES 900099 3785951 3785951 0 0 CLINICAL TRIALS/REF LAB REIMBURSEMENTS 611430 738208 535442 202766 0 CAOS TUITION 900099 235525 235525 0 0 273262 271153 2109 0 5032946 916264565 910714947 -857655 -7521 2308003 2308003 0 0 0 0 0 0 0 0 0 137004 137004 0 0 179828735 176575808 3252927 0 9690042 9493569 196473 0 25445503 25009320 436183 0 13001700 12771130 230570 0 0 0 0 0 37820 37820 0 0 3280 0 3280 0 11527 0 11527 0 0 0 0 0 0 0 20361505 19930732 430773 0 97261 94775 2486 0 16640697 15236249 1404448 0 15664561 15040133 624428 0 0 0 0 0 37511644 35810098 1701546 0 906039 895571 10468 0 0 0 0 0 591531 531632 59899 0 39859 1506 38353 0 0 0 0 0 18213578 17206969 1006609 0 7279149 6923511 355638 0 PATIENT CARE SUPPLIES 148786606 147211330 1575276 0 INTERNAL MANAGEMENT FEES 128146757 124375110 3771647 0 OTHER PURCHASED SERVICES 28614454 27462293 1152161 0 TAXES 14656001 14282068 373933 0 1742480 1104567 637913 669715736 652439198 17276538 0 12200 22766 0 0 0 0 111977849 97312185 0 0 0 0 0 0 9269749 7721763 4091572 7709536 178497519 106398707 74518796 72098812 0 0 0 0 0 0 0 0 255187105 260129841 455057271 444994903 57681177 72520063 0 0 0 0 0 0 0 0 0 0 0 0 0 0 64753128 60426793 122434305 132946856 X 332622966 312048047 0 0 0 0 332622966 312048047 455057271 444994903 X 246548829 -267123748 X X false true X true true true X false false false 0 false 0 false 0 false 0 false 0 false 0 true 11527 11527 false SCHED C, PART II-B, LINE 1(I) DESCRIPTION OF OTHER LOBBYING ACTIVITIES $7,806 - PORTION OF AMERICAN HOSPITAL ASSOC (AHA) DUES ATRIBUTED TO LOBBYING $2,193 - PORTION OF ILLINOIS HOMECARE & HOSPICE COUNCIL (IHHC) DUES ATTRIBUTED TO LOBBYING. $1,528 - PORTION OF DUES PAID TO MISCELLANEOUS HEALTH CARE ORGANIZATIONS ATTRIBUTED TO LOBBYING. 0 203650 97306 106344 2786600 2208150 578450 167816837 102935448 64881389 7690432 1157803 6532629 72098812 INTERCOMPANY RECEIVABLES 252975038 OTHER RECEIVABLES 7154803 260129841 0 ESTIMATED 3RD PARTY PAYOR SETTLEMENT 53728319 ESTIMATED LIABILITY FOR SELF INS 2240380 OTHER LIABILITIES 4458094 60426793 X FIN 48(ASC740) 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, 2017 AND 2016. true true X true X 400. true X true true true false true true 19635104 19635104 0.02930 117318850 110362300 6956550 0.01040 136953954 110362300 26591654 0.03970 1520749 329762 1190987 0.00180 13017076 204713 12812363 0.01910 11139058 11139058 0.01660 6007145 108876 5898269 0.00880 2042729 14729 2028000 0.00300 33726757 658080 33068677 0.04930 170680711 111020380 59660331 0.08900 41471 41471 0.00000 27408 27408 0.00000 171051 171051 0.00000 31414 31414 0.00000 271344 271344 0.00000 true 5392781 2696391 149035998 153196516 -4160518 X true true 1 1 THE CARLE FOUNDATION HOSPITAL 611 W PARK ST URBANA IL 61801 carle.org 0003798 X X X X X THE CARLE FOUNDATION HOSPITAL 1 false false true X X X X X X X X X 17 true true true true X carle.org/chna X See Part V X true 18 true carle.org/chna false true X 200. 400. X true true X X X X true X see part v, section c X see part v, section c X SEE PART V, SECTION C X X X X X X true X false X X X X true X false false SCHEDULE H, PART V SUPPLEMENTAL INFORMATION COMMUNITY HEALTH NEEDS ASSESSMENT COMMUNITY INPUT (PART V, SECTION B, LINE 5) USING THE MOBILIZING FOR ACTION THROUGH PLANNING AND PARTNERSHIP (MAPP) MODEL, A COMMUNITY-BASED MODEL THAT NECESSITATES COMMUNITY ENGAGEMENT AT ALL LEVELS, CARLE AND THE REGIONAL EXECUTIVE COMMITTEE, CONSISTING OF CHAMPAIGN-URBANA PUBLIC HEALTH DISTRICT (CUPHD), OSF HEART OF MARY MEDICAL CENTER (FORMERLY PRESENCE COVENANT MEDICAL CENTER) AND UNITED WAY OF CHAMPAIGN COUNTY, ASSESSED THE CURRENT HEALTH STATUS OF THE COMMUNITY, IDENTIFIED NEEDS AND CREATED A COMPREHENSIVE COMMUNITY HEALTH IMPROVEMENT PLAN TO IMPROVE OUR COMMUNITY'S HEALTH BY ACQUIRING INPUT FROM COMMUNITY PARTNERS, PLANNERS, ELECTED OFFICIALS AND RESIDENTS. CARLE ONCE AGAIN PAID $20,000 FOR A PORTION OF THE SALARY FOR THE REGIONAL COMMUNITY HEALTH PLAN COORDINATOR, A POSITION HOUSED AT CUPHD. THIS PERSON IS RESPONSIBLE FOR COORDINATING IMPLEMENTATION EFFORTS ACROSS THE COMMUNITY FOR THE COMMUNITY HEALTH NEEDS ASSESSMENT. THE MAPP PROCESS IS COMPOSED OF FOUR ASSESSMENTS: 1) THE COMMUNITY HEALTH STATUS ASSESSMENT, EVALUATING BASIC DEMOGRAPHICS AND HEALTH-RELATED STATISTICS OF CHAMPAIGN COUNTY RESIDENTS; 2) COMMUNITY THEMES AND STRENGTHS ASSESSMENT, SURVEYING 748 COMMUNITY RESIDENTS THROUGH FOCUS GROUPS AND COMMUNITY MEETINGS; 3) LOCAL PUBLIC HEALTH SYSTEM ASSESSMENT, INCLUDING 84 COMMUNITY LEADERS FROM MORE THAN 50 COMMUNITY AGENCIES; AND 4) FORCES OF CHANGE ASSESSMENT, IDENTIFYING FACTORS THAT MAY HAVE IMPACTED THE COMMUNITY'S HEALTH. AFTER PERFORMING THESE ASSESSMENTS, COMMUNITY LEADERS MET TO REVIEW THE RESULTS OF THE SURVEY AND COMMUNITY HEALTH DATA, SET A VISION AND IDENTIFY PRIORITIES AND GOALS FOR THE UPCOMING YEARS. THE FOLLOWING THREE HEALTH AREAS WERE SELECTED AS THE TOP PRIORITIES: 1. OBESITY 2. BEHAVIORAL HEALTH 3. VIOLENCE EACH OF THE COMMUNITY PARTNERS INVOLVED IN THE ASSESSMENT PLAYS A ROLE IN REPRESENTING THE MEDICALLY UNDERSERVED, LOW-INCOME OR MINORITY POPULATIONS IN CHAMPAIGN COUNTY. THOSE COMMUNITY PARTNERS ARE: CHAMPAIGN COUNTY; CHAMPAIGN COUNTY BOARD; CHAMPAIGN COUNTY HEAD START; CHAMPAIGN COUNTY HEALTH CARE CONSUMERS; CHAMPAIGN COUNTY MENTAL HEALTH BOARD; CHAMPAIGN COUNTY SHERIFF'S OFFICE; CHAMPAIGN PARK DISTRICT; CHAMPAIGN POLICE DEPARTMENT; CHAMPAIGN-URBANA PUBLIC HEALTH DISTRICT; CHRISTIE CLINIC; CITY OF CHAMPAIGN NEIGHBORHOOD SERVICES; CITY OF URBANA; UNIVERSITY OF ILLINOIS COLLEGE OF MEDICINE; COMMUNITY GARDENS AT LIERMAN; COUNTY BOARD OF HEALTH; COURT APPOINTED SPECIAL ADVOCATES FOR CHILDREN; CRIS HEALTHY AGING; CRISIS NURSERY; C-U AT HOME; C-U MASS TRANSIT DISTRICT; CUNNINGHAM CHILDREN'S HOME; DENTAL SOCIETY; DEVELOPMENTAL SERVICES CENTER; FAITH IN ACTION; FAMILY RESILIENCY CENTER; FAMILY SERVICE CENTER; GREATER COMMUNITY AIDS PROJECT; HABITAT FOR HUMANITY; HEALTH ALLIANCE; HEALTHY CHAMPAIGN COUNTY; LAND OF LINCOLN; MCKINLEY HEALTH CENTER; MIDWEST CENTER FOR INVESTIGATIVE REPORTING; NATIONAL ALLIANCE ON MENTAL ILLNESS; OSF HEART OF MARY MEDICAL CENTER (FORMERLY PRESENCE COVENANT MEDICAL CENTER); PARKLAND COLLEGE; PRAIRIE CENTER; PROMISE HEALTHCARE; PROSPERITY GARDEN; REGIONAL PLANNING COMMISSION; ROSECRANCE; UNITED WAY OF CHAMPAIGN COUNTY; UNIVERSITY OF ILLINOIS; UNIVERSITY OF ILLINOIS EXTENSION OFFICE; UNIVERSITY OF ILLINOIS POLICE; UNIVERSITY OF ILLINOIS SCHOOLS OF EARTH, SOCIETY, AND ENVIRONMENT; URBANA ADULT EDUCATION; URBANA CITY COUNCIL; URBANA NEIGHBORHOOD CONNECTIONS CENTER; URBANA PARK DISTRICT; URBANA SCHOOL DISTRICT 116; AND WELLS FARGO. COMMUNITY ASSESSMENT RAN MARCH THROUGH SEPTEMBER 2017. THE FIRST COMMUNITY HEALTH MEETING IN JULY HAD 84 IN ATTENDANCE, AND THE SECOND MEETING IN SEPTEMBER, WHEN PRIORITIES WERE ESTABLISHED, HAD 64 IN ATTENDANCE. THE PLAN WAS ADOPTED AND APPROVED BY THE CARLE FOUNDATION BOARD OF TRUSTEES ON DECEMBER 8, 2017. THE 2017-2019 COMMUNITY BENEFIT IMPLEMENTATION PLAN WAS ADOPTED AND APPROVED BY THE BOARD OF TRUSTEES ON MARCH 9, 2018. OTHER HOSPITAL FACILITIES (PART V, SECTION B, LINE 6A) OSF HEART OF MARY MEDICAL CENTER (FORMERLY PRESENCE COVENANT MEDICAL CENTER) OTHER ORGANIZATIONS (PART V, SECTION B, LINE 6B) CHAMPAIGN-URBANA PUBLIC HEALTH DISTRICT AND UNITED WAY OF CHAMPAIGN COUNTY OTHER WEBSITE (PART V, SECTION B, LINE 7B) http://www.c-uphd.org/documents/admin/Community-Health-Improvement-Plan-Co mmunity-Friendly-Piece-2018-2020.pdf SIGNIFICANT HEALTH NEEDS (PART V, SECTION B, LINE 11) PRIORITY #1: OBESITY / NUTRITION, ENVIRONMENT, AND PHYSICAL ACTIVITY CARLE FOUNDATION HOSPITAL WILL PURSUE THESE INITIATIVES TO REDUCE OBESITY LEVELS: 1. ENCOURAGE PROVIDERS TO PROVIDE NUTRITION AND PHYSICAL ACTIVITY 2. EXPAND THE CURRENT PLAY PROGRAM TO INCLUDE QUALIFYING CHILDREN FROM CARLE 3. USE CARLE BMI PATIENT DATA TO TRACK CHILDHOOD BMI DATA IN CHAMPAIGN COUNTY 4. DONATIONS TO COMMUNITY AND SCHOOL-BASED PROGRAMS THAT ENCOURAGE PHYSICAL ACTIVITY AND NUTRITIONAL EDUCATION EVALUATION OF PRIOR IMPACT: OBESITY WAS CHOSEN AS A PRIORITY HEALTH ISSUE IN THE PREVIOUS COMMUNITY HEALTH NEEDS ASSESSMENT, 2014-2016, AND CARLE HAS CONTINUED TO SUPPORT ACTIVITIES AIMED AT IMPROVING THE HEALTH OF THE COMMUNITY AND ADDRESSING OBESITY. - PROVIDED FUNDING OF COMMUNITY EVENTS THAT PROMOTE PHYSICAL ACTIVITY, INCLUDING VARIOUS WALKS AND RACES; AMOUNTING TO MORE THAN $11,000 IN FINANCIAL SUPPORT - SUPPORTED GIRLS ON THE RUN (GOTR) EAST CENTRAL ILLINOIS AND GOTR OF CHAMPAIGN COUNTY, SERVING 417 YOUNG WOMEN IN 2017, AND INCLUDING MORE THAN 3,000 COACHES, FAMILY AND COMMUNITY MEMBERS. THIS INTERNATIONAL PROGRAM HAS A MISSION TO HELP YOUNG WOMEN BECOME PHYSICALLY STRONGER AND BUILD THEIR SELF-ESTEEM. PRIORITY #2: BEHAVIORAL HEALTH / ACCESS, PREVENTION, SUBSTANCE ABUSE, AND RESOURCES CARLE FOUNDATION HOSPITAL WILL PURSUE THESE INITIATIVES TO INCREASE ACCESS TO BEHAVIORAL HEALTH SERVICES: 1. EXPLORE VIABILITY OF INCREASING PRIMARY CARE PHYSICIANS' COMFORT LEVEL IN PRESCRIBING PSYCHOTROPIC PRESCRIPTIONS 2. RECRUIT BEHAVIORAL HEALTH PROVIDERS TO ADD CAPACITY WITHIN THE COMMUNITY 3. SUPPORT COMMUNITY BEHAVIORAL/MENTAL HEALTH SERVICES THROUGH DONATIONS 4. SUPPORT EDUCATIONAL AND TRAINING PROGRAMS OF LOCAL PROVIDERS 5. CARLE PRIMARY CARE HAS IMPLEMENTED MANY OPIOID MANAGEMENT BEST PRACTICES SINCE 2015; HOWEVER, THERE ARE OPPORTUNITIES TO FORMALIZE AND OPTIMIZE THE PROGRAM IN ORDER TO IMPROVE OVERALL PROVIDER COMPLIANCE WITH BEST PRACTICES AND TO EXPAND THE PROGRAM TO OTHER PRACTICE SPECIALTIES ACROSS CARLE. IN 2018, CARLE WILL FORMALIZE AND ENHANCE THE CURRENT OPIOID MANAGEMENT PROGRAM IN ORDER TO: A) ALLOW FOR AUTOMATED ACTIONABLE REPORTING THAT INDICATES OVERALL PROGRAM PERFORMANCE AND INDIVIDUAL PROVIDER COMPLIANCE WITH BEST PRACTICE; B) DEVELOP A PROGRAM EXPANSION ROADMAP; C) EXPAND THE PROGRAM BEYOND PRIMARY CARE. EVALUATION OF PRIOR IMPACT: BEHAVIORAL HEALTH WAS CHOSEN AS A PRIORITY HEALTH ISSUE IN THE PREVIOUS COMMUNITY HEALTH NEEDS ASSESSMENT, 2014-2016, AND CARLE HAS CONTINUED TO SUPPORT ACTIVITIES AIMED AT IMPROVING ACCESS TO BEHAVIORAL HEALTH CARE SERVICES. PSYCHIATRY RESIDENCY: IN 2016, A NEW PSYCHIATRY RESIDENCY PROGRAM AT THE UNIVERSITY OF ILLINOIS COLLEGE OF MEDICINE WAS ACCREDITED BY THE ACCREDITATION COUNCIL FOR GRADUATE MEDICAL EDUCATION. THESE PSYCHIATRIC RESIDENTS TREAT PATIENTS UNDER SUPERVISION FROM ATTENDING PSYCHIATRISTS AND MEDICAL SCHOOL FACULTY AT THREE PARTNERING HOSPITALS - CARLE, OSF (FORMERLY PRESENCE) AND VA IN DANVILLE. TRAINING INCLUDES THE AREAS OF INPATIENT AND OUTPATIENT PSYCHIATRY, ADDICTIONS, GERIATRICS, CHILD, FORENSICS, EMERGENCY AND ADMINISTRATIVE PSYCHIATRY. THIS TRAINING PROGRAM WILL GRADUATE PSYCHIATRISTS WHO WILL BE MORE LIKELY TO SETTLE AND PRACTICE IN THE AREA, WHICH HAS HISTORICALLY BEEN DIFFICULT TO RECRUIT. IN 2017, FOUR PSYCHIATRIC RESIDENTS STARTED SEEING PATIENTS AT CARLE. PREVENTING DRUG OVERDOSE WITH NARCAN: IN 2015, CARLE BEGAN A PARTNERSHIP WITH THE CHAMPAIGN COUNTY SHERIFF'S OFFICE TO EQUIP OFFICERS WITH NARCAN, OR NALOXONE, A DRUG THAT STOPS RESPIRATORY FAILURE CAUSED BY OPIOIDS. IN A RURAL REGION, IT'S CRITICAL TO GET NARCAN IN THE HANDS OF BOTH LAW ENFORCEMENT AND EMS PERSONNEL TO SAVE LIVES AND STOP AN OVERDOSE AS IT IS HAPPENING. IN 2017, THERE WERE 7 HEROIN OVERDOSES IN CHAMPAIGN COUNTY UNDER THE JURISDICTION OF THE CHAMPAIGN CO. SHERIFF'S OFFICE; ONE OF WHICH WAS FATAL. TWO LIVES WERE SAVED AFTER EMERGENCY RESPONDERS ADMINISTERED NARCAN. CARLE CONTINUES TO SUPPORT THE PROGRAM BY PROVIDING THE MEDICATION TO LOCAL LAW ENFORCEMENT, PROVIDING TRAINING OPPORTUNITIES VIA CARLE REGIONAL EMS, AND PROVIDING IN-KIND SUPPORT AND PROGRAM DEVELOPMENT. OTHER IMPACT: - PROVIDED FUNDING TO COMMUNITY AGENCIES AND EVENTS THAT PROMOTE AWARENESS OF BEHAVIORAL HEALTH EDUCATION, INCLUDING OPIOID AWARENESS EVENTS; AMOUNTING TO $5,750 IN BEHAVIORAL HEALTH FUNDING - INCREASED BEHAVIORAL HEALTH PROVIDERS WITH 2.5 NET NEW PROVIDERS IN 2017 PRIORITY #3: VIOLENCE / GUN VIOLENCE, DOMESTIC VIOLENCE, CHILD ABUSE AND NEGLECT THE MAJORITY OF THE GOALS IN THE CHNA INVOLVE LAW ENFORCEMENT AND CORRECTIONAL SYSTEM ENTITIES; THEREFORE, CARLE WILL NOT PROVIDE DIRECT INTERVENTIONS IN THESE AREAS. HOWEVER, THERE ARE A NUMBER OF PROJECTS AND INITIATIVES CARLE SUPPORTS THAT ARE INTENDED TO REDUCE THE RATE OF VIOLENCE AND SUPPORT VICTIMS OF VIOLENCE. CARLE FOUNDATION HOSPITAL WILL PURSUE THESE INITIATIVES TO REDUCE THE LEVELS OF VIOLENCE: 1. SEXUAL ASSAULT NURSE EXAMINERS (SANE) / INTERPERSONAL VIOLENCE PROGRAM 2. CHILD ABUSE SAFETY TEAM (CAST) 3. RISK WATCH 4. PLAYING IT SAFE SAFETY FAIR FOR KIDS AND FAMILIES 5. DONATION SUPPORT TO COMMUNITY AGENCIES EVALUATION OF PRIOR IMPACT: VIOLENCE WAS CHOSEN AS A PRIORITY HEALTH ISSUE IN THE PREVIOUS COMMUNITY HEALTH NEEDS ASSESSMENT, 2014-2016, AND CARLE HAS CONTINUED TO SUPPORT ACTIVITIES AIMED AT REDUCING LEVELS OF VIOLENCE IN THE COMMUNITY. SANE/INTERPERSONAL VIOLENCE PROGRAM: THIS PROGRAM FOCUSES ON REDUCING DOMESTIC VIOLENCE, AS WELL AS TRAINING FOR SEXUAL ASSAULT NURSE EXAMINERS (SANE) AND OTHERS WHO TREAT SEXUAL ASSAULT AND ABUSE VICTIMS. IN 2017, CARLE HAD SEVEN NURSES WORKING WITH SEXUAL ASSAULT PATIENTS - TWO INTERNATIONALLY BOARD-CERTIFIED, THREE STATE-CERTIFIED AND TWO IN CLINICAL TRAINING - WHO ASSISTED WITH 124 ADULT/ADOLESCENT AND PEDIATRIC SEXUAL ASSAULT PATIENTS. CARLE IS KNOWN AS A RESOURCE AND LEADER THROUGHOUT THE LOCAL COMMUNITY AND THE STATE IN TREATING VICTIMS OF ASSAULT. NOTABLE 2017 ACCOMPLISHMENTS INCLUDE: - TRAINED RAPE CRISIS CENTER STAFF, UNIVERSITY OF ILLINOIS, PARKLAND COLLEGE AND ILLINOIS WESLEYAN NURSING STUDENTS; PROVIDED CLINICAL ROTATIONS AND CLASSROOM EDUCATION - PARTICIPATED IN THE ILLINOIS HOSPITAL ASSOCIATION / ATTORNEY GENERAL'S PROJECT TO INCREASE SANES THROUGHOUT ILLINOIS - PARTICIPATED AS A GENERAL COMMITTEE AND SUB-COMMITTEE MEMBER WITH THE ILLINOIS COALITION AGAINST SEXUAL ASSAULT (ICASA) TO REVISE AND IMPACT NEW LEGISLATION IN SEXUAL ASSAULT LAW - PARTICIPATED IN A COMMUNITY MULTIDISCIPLINARY TEAM TO FOLLOW UP ON PEDIATRIC ABUSE CASES - ORGANIZED AND HOSTED A TWO-DAY SEMINAR ON SEXUAL ASSAULT IN MARCH 2017, WITH PLANS UNDERWAY TO HOST A TWO-DAY SEMINAR ON CHILD ABUSE AND DOMESTIC VIOLENCE IN MARCH 2018 CHILD ABUSE SAFETY TEAM (CAST): THE CHILD ABUSE SAFETY TEAM (CAST) IS A PROGRAM DEDICATED TO THE SAFETY OF CHILD ABUSE VICTIMS, LED BY A PEDIATRIC HOSPITALIST. THIS PHYSICIAN EXPERT IS ON CALL 24/7 TO IDENTIFY SUSPECTED ABUSE, ENSURE PROPER INVESTIGATION AND TESTING, AND COMMUNICATE WITH STATE AND LOCAL AGENCIES. IN 2017, THE CAST PROGRAM SERVED 62 CHILDREN. SINCE EACH PATIENT HAS A UNIQUE SET OF CIRCUMSTANCES, SOME CASES MAY ONLY REQUIRE A 10-MINUTE PHONE CALL, WHILE OTHERS REQUIRE HOURS OF COURTROOM WORK AND PREPARATION. OVERALL, THIS PROGRAM AMOUNTED TO MORE THAN $25,000 IN COMMUNITY BENEFIT. TO DATE, THIS INITIATIVE LED BY ONE PHYSICIAN CHAMPION HAS HELPED 427 CHILDREN SINCE LAUNCHING IN 2012. RISK WATCH: A LONGSTANDING PARTNERSHIP BETWEEN CARLE AND LOCAL POLICE AND FIRE DEPARTMENTS, RISK WATCH REACHED ALL ELEMENTARY-AGED CHILDREN IN CHAMPAIGN-URBANA'S PUBLIC SCHOOLS IN 2017 BY INTEGRATING THE MESSAGE INTO CURRICULUM AT THESE SCHOOLS. RISK WATCH CURRICULUM INCLUDES EDUCATION ABOUT AVOIDING FALLS, CHOKING, STRANGULATION, SUFFOCATION AND POISONING, AND IS TAUGHT BY APPROPRIATE EXPERTS MEETING ILLINOIS STATE LEARNING STANDARDS FOR PREVENTION EDUCATION AT THE ELEMENTARY LEVEL. CARLE EXPERTS REACHED 5,325 STUDENTS IN THESE TOPIC AREAS, SPENDING 60 HOURS IN THE CLASSROOMS OF CHAMPAIGN-URBANA. OTHER IMPACT: - FUNDING TO COMMUNITY AGENCIES AND EVENTS THAT PROMOTE AWARENESS OF DOMESTIC VIOLENCE, CHILD ABUSE AND SEXUAL ASSAULT, INCLUDING SUPPORT OF A RADKIDS TRAINING PROGRAM AND ONGOING SUPPORT OF COURAGE CONNECTION FOR WOMEN; AMOUNTING TO MORE THAN $35,000 IN VIOLENCE-RELATED FUNDING. - PARTICIPATION IN NATIONAL HOSPITALS AGAINST VIOLENCE PROGRAM THROUGH THE AMERICAN HOSPITAL ASSOCIATION TO EDUCATE ABOUT VIOLENCE WITHIN THE COMMUNITY AND DANGERS EVEN IN HOSPITALS. CRITICAL TO CARLE'S MISSION, CARLE CONTRIBUTED THE FOLLOWING IN 2017 TO SERVE PEOPLE THROUGH MEDICAL RESEARCH AND EDUCATION. RESEARCH: THE CARLE FOUNDATION HOSPITAL'S RESEARCH PROGRAM CONTINUES TO EXPAND TO SERVE THE NEEDS OF THE COMMUNITY AND ADVANCE THE TRANSLATION OF NEW DISCOVERIES INTO CLINICAL SOLUTIONS. CARLE WORKS WITH INDUSTRY SPONSORS, FEDERAL AGENCIES, FOUNDATIONS AND START-UPS IN A VARIETY OF CLINICAL AREAS, INCLUDING CANCER, NEUROSCIENCES, DIGESTIVE HEALTH, MATERNAL-CHILD HEALTH, 3 CARLE THERAPY SERVICES 610 W ANTHONY DR URBANA IL 61801 PHYSICAL AND OCCUPATIONAL THERAPY CARLE SURGICENTER - DANVILLE 2300 NORTH VERMILLION ST DANVILLE IL 61832 OUTPATIENT SURGERY CARLE SURGICENTER- CHAMPAIGN 1702 SOUTH MATTIS AVE CHAMPAIGN IL 61822 OUTPATIENT SURGERY SCHEDULE H, PART I LINE 7 EXPLANATION OF COSTING METHODOLOGY TO COMPUTE AND CONVERT FINANCIAL ASSISTANCE, UNREIMBURSED MEDICAID, MEANS-TESTED PROGRAMS AND BAD DEBT CHARGES TO COST, A CONSISTENT GAAP (GENERALLY ACCEPTED ACCOUNTING PRINCIPLES) BASED COST-TO-CHARGE RATIO WAS USED ACROSS ALL PAYERS. ALTHOUGH THE METHODOLOGY WAS SIMILAR TO WORKSHEET #2, FOR SIMPLICITY PURPOSES CERTAIN IMMATERIAL VALUES WERE OMITTED. OTHER COMMUNITY BENEFITS COSTS WERE REPORTED AT THE ACTUAL EXPENSE INCURRED. PATIENT RECEIVABLE PAYMENTS AND RELATED DISCOUNTS WERE RECORDED AT ACTUAL AMOUNTS AT THE TIME OF PAYMENT RECEIPT. A SEPARATE GAAP-BASED PROVISION FOR ESTIMATED BAD DEBTS AND DISCOUNTS WAS RECOGNIZED FOR ACCOUNTS IN PROCESS AND PENDING ADJUDICATION AND PAYMENT. THE ESTIMATED PORTION WAS BASED ON HISTORICAL TRENDS AND ADJUSTED TO ACTUAL WHEN ADJUDICATION AND PAYMENT OCCURED. ACCOUNTS DETERMINED ELIGIBLE FOR FINANCIAL ASSISTANCE WERE PROCESSED IMMEDIATELY FOR FINANCIAL ASSISTANCE DISCOUNT WITH NO COLLECTION EFFORT. FOR ACCOUNTS WITH INSUFFICIENT INFORMATION AND DOCUMENTATION TO DETERMINE FINANCIAL ASSISTANCE ELIGIBILITY, THE CARLE FOUNDATION HOSPITAL CONSULTED WITH A VARIETY OF ALTERNATIVE SOURCES TO HELP DETERMINE AN INDIVIDUAL'S FINANCIAL MEANS (OR LACK OF MEANS) TO PAY. BASED ON RELATED TRENDS, THE CARLE FOUNDATION HOSPITAL FURTHER DEVELOPED A GENERAL ESTIMATE OF FINANCIAL ASSISTANCE WHICH CONTINUED TO RESIDE WITHIN BAD DEBTS. SCHEDULE H, PART II ALTHOUGH COMMUNITY BUILDING ITEMS ARE NOT COUNTED AS COMMUNITY BENEFIT, THIS SUPPORT IS AN IMPORTANT ASPECT OF CONTRIBUTING TO THE ECONOMIC VIABILITY OF THE COMMUNITY. IN TOTAL, THE CARLE FOUNDATION HOSPITAL CONTRIBUTED MORE THAN $270,000 FOR COMMUNITY BUILDING ACTIVITIES IN 2017. ECONOMIC DEVELOPMENT CASH AND IN-KIND: A LARGE PORTION OF CARLE'S COMMUNITY-BUILDING ACTIVITIES FOCUSED ON ECONOMIC DEVELOPMENT, INCLUDING CASH, IN-KIND DONATIONS AND BUDGETED EXPENDITURES FOR THE CITY, BUSINESS ASSOCIATIONS AND OTHER PROGRAMS IN CHAMPAIGN COUNTY. IN ADDITION TO THE MORE THAN $41,000 IN CASH DONATIONS, LEADERSHIP PROVIDED IN-KIND SUPPORT BY SERVING ON BOARDS FOR CHAMPAIGN COUNTY CHAMBER OF COMMERCE, CHAMPAIGN COUNTY ECONOMIC DEVELOPMENT CORPORATION AND VERMILION ADVANTAGE. CARLE AT THE FIELDS: THOUGH NOT INCLUDED IN CARLE FOUNDATION HOSPITAL FIGURES, $14 MILLION IN ECONOMIC DEVELOPMENT EXPENSES WERE DONATED FROM THE CARLE HEALTH SYSTEM FOR "CARLE AT THE FIELDS" INFRASTRUCTURE. THIS IS A DEVELOPMENT THAT INCLUDES CARLE BUILDINGS AND WILL ALSO INCLUDE RETAIL, HOTEL, AND OTHER MIXED USE IN AN AREA OF THE CITY THAT HAD GONE UNDEVELOPED EVEN THOUGH AN INTERSTATE INTERCHANGE HAD BEEN CONSTRUCTED YEARS EARLIER. BETWEEN 2013 AND 2016, CARLE PURCHASED FIVE CONTIGUOUS TRACTS OF FARMLAND FOR FUTURE DEVELOPMENT, INCLUDING AN AMBULATORY SURGERY CENTER, TWO MEDICAL OFFICE BUILDINGS AND AN ADMINISTRATIVE BUILDING. THE NEW DEVELOPMENT HAS MADE WAY FOR A NUMBER OF NEW VENTURES THAT WILL BENEFIT THE COMMUNITY. SUBSEQUENT TO THE PURCHASE, CARLE ENTERED INTO AN ANNEXATION AGREEMENT WITH THE CITY OF CHAMPAIGN THAT GOVERNED ORDINANCE PROVISIONS SUCH AS SIGN HEIGHTS, SQUARE FOOTAGE, DRAINAGE REQUIREMENTS AND INFRASTRUCTURE STANDARDS FOR PARKING, LIGHTING AND SIDEWALKS. STREETS, BOULEVARDS, TREES, STREETLIGHTS AND ELECTRIC/SEWER/NATURAL GAS LINES WERE ALL CONTRIBUTED TO THE CITY. A NEW WALKING PATH THAT ENCOMPASSES THE PROPERTY WAS CONTRIBUTED TO THE CHAMPAIGN PARK DISTRICT, A SEPARATE AND DISTINCT GOVERNMENT BODY. THE CARLE FOUNDATION PAID, AT COST, $14 MILLION FOR THIS INFRASTRUCTURE AND ACREAGE, RECOGNIZED AS A COMMUNITY-BUILDING CONTRIBUTION IN 2017, ALL OF WHICH WENT TO THE CITY OR PARK DISTRICT. CARLE OWNS AND WILL MAINTAIN THE PONDS ON THE PROPERTY, WHICH ARE NOT INCLUDED IN THIS COST. FURTHER, THE NEW PROPERTY IS ADJACENT TO THE STEPHENS FAMILY YMCA, SO PART OF THIS CONTRIBUTION WENT TO MAKE FIELDS SOUTH DRIVE - WHICH PREVIOUSLY DEAD-ENDED AT THE YMCA - A COLLECTOR THROUGH-STREET TO CURTIS ROAD, THE ARTERIAL ROAD JUST SOUTH OF THE PROPERTY. ANOTHER ROAD, HEALTHCARE DRIVE, WAS CONSTRUCTED TO CONNECT STALEY ROAD, THE ARTERIAL ROAD JUST WEST OF THE PROPERTY, TO FIELDS SOUTH DRIVE, ALL OF WHICH WILL SUPPORT THE COMMUNITY. THESE CONTRIBUTIONS BENEFIT THE CITY IN THAT THE MIXED-USE DEVELOPMENT WILL GENERATE TRANSACTIONS THAT COLLECT SALES, PROPERTY AND HOTEL TAXES, AND BUILD UP A SIDE OF TOWN THAT HAD PREVIOUSLY NOT HAD COMMERCIAL GROWTH, PROVIDING THE CITY WITH A GATEWAY ENTRANCE FROM AN INTERSTATE, WHICH IT PREVIOUSLY DID NOT HAVE. IT BENEFITS COMMUNITY MEMBERS, NOT ONLY THROUGH ADDITIONAL SERVICES AVAILABLE, BUT ALSO WALKING TRAILS AND ACREAGE TO USE. THE THROUGH-STREETS THAT WERE BUILT WILL HELP COMMUTERS. THE ECONOMIC IMPACT THIS PROJECT HAS ON THE COMMUNITY IS SIGNIFICANT IN THAT IT CREATED HUNDREDS OF CONSTRUCTION JOBS IN ADDITION TO THE PERMANENT RETAIL AND MEDICAL JOBS THAT WILL BE CREATED UPON COMPLETION OF THE BUILDINGS. THOSE SECONDARY ECONOMIC IMPACTS ARE NOT BEING REPORTED. COMMUNITY SUPPORT DISASTER READINESS/EMERGENCY MANAGEMENT (GRANT FUNDS): EMERGENCY MANAGEMENT CONTINUED TO BE A PRIORITY OF THE CARLE FOUNDATION HOSPITAL, AND INITIATIVES IN THIS AREA INCLUDE TRAINING THE FACILITY AND THE COMMUNITY, LEADERSHIP IN PLANNING COMMUNITY-WIDE RESPONSES TO VARIOUS SCENARIOS, AND STATE-LEVEL LEADERSHIP FOR THE 21-COUNTY REGIONAL HOSPITAL COORDINATING CENTER REGION (REGION 6). OUR FOCUS IS TO PREPARE OUR HOSPITAL AND SURROUNDING REGIONAL HOSPITALS TO BE READY TO RESPOND TO ANY NATURAL DISASTER, PANDEMIC OR ACT OF TERRORISM. IN 2017, CARLE PROVIDED STOP THE BLEED TRAINING AND KITS TO ALL PUBLIC SCHOOLS IN REGION 6. THE KITS CONTAIN WHAT BYSTANDERS WOULD NEED - INCLUDING GAUZE AND TOURNIQUETS - TO HELP SAVE LIVES IN THE CRITICAL MOMENTS AFTER A MASS SHOOTING OR OTHER INCIDENT WHERE PEOPLE OFTEN DIE FROM UNSTAUNCHED BLEEDING. THE STOP THE BLEED INITIATIVE STARTED IN 2016 BY THE AMERICAN COLLEGE OF SURGEONS' COMMITTEE ON TRAUMA, AND CARLE'S TRAUMA TEAM BROUGHT THE INITIATIVE TO CARLE IN JANUARY 2017. LAST YEAR, CARLE TRAINED MORE THAN 700 INITIAL RESPONDERS AND MANAGED GRANT FUNDS COVERING $20,700 FOR BLEEDING CONTROL KITS, $5,236 FOR TRAINING KITS, AND AN ADDITIONAL $2,800 DONATED BY THE CARLE FOUNDATION HOSPITAL TO COVER STOP THE BLEED KITS FOR ALL REMAINING SCHOOLS IN THE REGION. THE GOAL IS THAT THOSE TRAINED CAN SHARE WHAT THEY'VE LEARNED WITH SCHOOL STAFF, FAMILIES AND STUDENTS. THOUGH SUPPLIES WERE PURCHASED IN 2017, TRAINING WILL CONTINUE INTO 2018. CARLE CONTINUED PREPARATIONS TO ADDRESS EBOLA VIRUS NEEDS IN COLLABORATION WITH LOCAL, COUNTY, STATE AND FEDERAL AGENCIES, INCLUDING PREPARATIONS TO TREAT ANY PERSON WHO MIGHT BE CARRYING THE EBOLA VIRUS OR ANY OTHER HIGHLY-CONTAGIOUS DISEASE. IN 2017, CARLE WAS OFFICIALLY DESIGNATED AN EBOLA TREATMENT CENTER; THE ONLY ONE IN DOWNSTATE ILLINOIS. TWO YEARS IN THE MAKING, CARLE STARTED THE PROCESS IN 2015 AFTER BUILDING A TWO-PERSON ISOLATION SUITE TO HOUSE EBOLA PATIENTS AWAY FROM THE GENERAL HOSPITAL POPULATION. PREVIOUSLY, CARLE HAD DIRECTLY RECEIVED A FEDERAL GRANT FROM THE U.S. DEPARTMENT OF HEALTH AND HUMAN SERVICES ASSISTANT SECRETARY FOR PREPAREDNESS AND RESPONSE (ASPR) TO PUT TOWARDS REGIONAL PROJECTS FOR EMERGENCY MANAGEMENT WITHIN THE COMMUNITY. FOR THE PAST THREE YEARS, THOSE EXTRA FUNDS HAVE BEEN CONSIDERED "REGIONAL COALITION FUNDS,ARE OVERSEEN BY THE EMERGENCY MANAGEMENT DIRECTOR FOR USE IN THE REGION. THOSE INCLUDE, BUT AREN'T LIMITED TO, COMMUNITY BENEFIT PROGRAMMING IN THE REGION: $9,830 FOR VOLUNTEER TRACKING SYSTEM FOR CHAMPAIGN CO. EMERGENCY MANAGEMENT AGENCY; $2,500 FOR THE ONE-DAY ACTIVE SHOOTER AWARENESS COURSE TO LOCAL AND REGIONAL BUSINESSES, SCHOOLS, EMS AND HOSPITALS; $1,579 FOR EDUCATION FOR NEW CMS EMERGENCY PREPAREDNESS RULES FOR HEALTHCARE ORGANIZATIONS; AND $481 FOR CDC WORKSHOP ON EMERGENCY PREPAREDNESS AND THE LAW. WORKFORCE DEVELOPMENT JOB SHADOWING: THE MAJORITY OF COMMUNITY BUILDING EFFORTS - MORE THAN $170,000 - WERE FROM HEALTH CARE MENTORING PROGRAMS AND JOB SHADOWING. CARLE'S JOB SHADOWING PROGRAM, RUN BY THE VOLUNTEER SERVICES DEPARTMENT, HELPS ADDRESS COMMUNITY-WIDE WORKFORCE CONCERNS BY ALLOWING STUDENTS AND COLLEAGUES A CHANCE TO FURTHER THEIR HEALTH CARE CAREERS. A TOTAL OF 335 PEOPLE SHADOWED VARIOUS STAFF AT BOTH THE CARLE FOUNDATION HOSPITAL AND CARLE PHYSICIAN GROUP IN 2017. THE HOSPITAL ALONE ACCOUNTED FOR 4,403 HOURS AS COMMUNITY BENEFIT, WHICH IS A CONSERVATIVE CALCULATION OF 50% OF THE TOTAL NUMBER OF HOURS SPENT WITH A SUPERVISOR. CARLE JOB READINESS AND LEARNING PROGRAM: IN 2017, THE CARLE FOUNDATION LAUNCHED ITS JOB READINESS AND LEARNING PROGRAM TO PROVIDE EMPLOYMENT AND WORKFORCE TRAINING TO UNDER- AND UNEMPLOYED INDIVIDUALS IN THE COMMUNITY. INDIVIDUALS SELECTED FOR THE PROGRAM ARE HIRED FROM DAY ONE AND EMBARK ON AN EIGHT-WEEK PAID TRAINING PROGRAM DESIGNED TO EQUIP THEM WITH THE NECESSARY SKILLS TO MAINTAIN SUCCESSFUL EMPLOYMENT AND BUILD SELF-SUSTAINABILITY. THE TRAINING PROGRAM BLENDS CLASSROOM AND ON-THE-JOB TRAINING TO ALLOW PARTICIPANTS TO TRANSLATE AND APPLY THEIR LEARNING INTO REAL-LIFE WORK SITUATIONS. THE JOB READINESS AND LEARNING PROGRAM STRENGTHENS EMPLOYMENT SKILLS BY PREPARING INDIVIDUALS FOR WORK PATTERNS AND CHALLENGES, ACCEPTING CONSTRUCTIVE FEEDBACK, USING SOUND JUDGMENT AND SUCCESSFULLY INTEGRATING WORK AND LIFE SKILLS. INTERNAL JOB COACHES INTENSELY SUPPORT PARTICIPANTS THROUGHOUT AND AFTER THE EIGHT-WEEK TRAINING, FOCUSING ON THE PARTICIPANTS' SUCCESS AND GUIDING THEM DURING CHALLENGING WORKPLACE SITUATIONS. COACHES CONTINUE TO CHECK IN WITH PARTICIPANTS THROUGH THEIR FIRST YEAR ON THE JOB AND FOCUS ON PROGRESS TOWARD CAREER AND PERSONAL GOALS. THROUGH A COLLABORATION WITH CHAMPAIGN COUNTY REGIONAL PLANNING COMMISSION, INDIVIDUALS WHO QUALIFY ALSO BENEFIT FROM WRAP-AROUND CASE MANAGEMENT SUPPORT FOR TRANSPORTATION, CHILDCARE AND OTHER NEEDS THAT IMPACT AN INDIVIDUAL'S ABILITY TO BE AT WORK. IN 2017, THE JOB READINESS AND LEARNING PROGRAM PARTNERED WITH ENVIRONMENTAL SERVICES, FOOD SERVICES AND STOREROOM DEPARTMENTS TO OFFER JOBS TO PARTICIPANTS, AND IN 2018 EXPANDED WITH ADDITIONAL COHORTS OF PARTICIPANTS AND DEPARTMENTS. ORGANIZERS EXPECT THE IMPACT TO BE FAR-REACHING, CREATING OPPORTUNITIES FOR ADVANCING INNOVATIVE WORKFORCE TRAINING AND DEVELOPMENT IN OUR COMMUNITY. ULTIMATELY, THE PROGRAM WILL CREATE OPPORTUNITIES FOR THESE INDIVIDUALS TO BREAK OUT OF THE CYCLE OF POVERTY. SCHEDULE H, PART III, SECTION A, LINE SCHEDULE H, PART III, LINE 9B CARLE HAS A ROBUST PRESUMPTIVE ELIGIBILITY PROCESS. WE PRESUME ELIGIBILITY FOR VERIFIED HOMELESS, DECEASED WITH NO ESTATE, MENTAL INCAPACITATION, RECIPIENTS OF WIC (WOMEN, INFANTS AND CHILDREN NUTRITION PROGRAM), SNAP (SUPPLEMENTAL NUTRITION ASSISTANCE PROGRAM), LIHEAP (LOW INCOME HOME ENERGY ASSISTANCE PROGRAM), ILLINOIS FREE LUNCH AND BREAKFAST PROGRAM, RECEIPT OF GRANT ASSISTANCE FOR MEDICAL SERVICE, FRANCES NELSON HEALTH CENTER (PROMISE HEALTHCARE FQHC) DISCOUNT REFERRALS, MEDICAID TITLE XIX, XXI, AND IN-NETWORK MEDICAID MANAGED CARE PLANS. IN ADDITION, WE UTILIZE A VENDOR, EXPERIAN INFORMATION SOLUTIONS, INC., TO PROACTIVELY IDENTIFY PATIENTS WHO MAY BE PRESUMPTIVELY-QUALIFIED FOR ASSISTANCE - NOT ONLY FOR PUBLIC PROGRAMS LIKE MEDICAID, BUT ALSO BASED ON A NUMBER OF KEY FINANCIAL INDICATORS, INCLUDING CREDIT HISTORY, DEMOGRAPHICS AND GROSS INCOME. IDENTIFIED PATIENTS MAY BE PRESUMED ELIGIBLE AND AUTOMATICALLY ENROLLED IN THE PROGRAM, OR THEY MAY BE CONTACTED AND ENCOURAGED TO APPLY FOR ASSISTANCE. PATIENTS WHO ARE NOT DEEMED PRESUMPTIVELY-ELIGIBLE WOULD NEED TO REQUEST AND COMPLETE AN APPLICATION. IF THE PATIENT DOES NOT REQUEST OR COMPLETE AND RETURN THE APPLICATION, THEN THE BALANCE IS DEEMED THEIR RESPONSIBILITY TO PAY. FOR PATIENTS WHO DO NOT QUALIFY FOR THE CARLE FINANCIAL ASSISTANCE PROGRAM (CFAP), AND WHO MAY BE UNINSURED OR UNDERINSURED, CARLE HAS OTHER DISCOUNT OPTIONS AVAILABLE, SUCH AS PROMPT PAY, ILLINOIS UNINSURED DISCOUNT, AND CAPPED DISCOUNT - WHERE A PATIENT'S OUT-OF-POCKET MEDICAL EXPENSES ARE LIMITED TO 40% OF THEIR ANNUAL GROSS INCOME IF THEY EARN AT OR BELOW 400% OF THE FEDERAL POVERTY LEVEL. ONCE ALL APPLICABLE DISCOUNTS HAVE BEEN APPLIED, WE MAKE EVERY ATTEMPT TO WORK WITH THE PATIENT AND SET UP PAYMENT ARRANGEMENTS ON THE REMAINING BALANCE DUE. THE CURRENT MINIMUM IS 5% OF THE TOTAL BALANCE DUE OR $25.00 A MONTH. IF THEY CANNOT MEET THESE GUIDELINES, OUR IN-HOUSE BILLING STAFF MEMBERS WORK WITH THEM TO SET UP A TEMPORARY/SHORT TERM PAYMENT ARRANGEMENT UNTIL THEY CAN MAKE THE MINIMUM PAYMENT. IF THEY ARE UNABLE TO MAKE PAYMENT ON THE BALANCE DUE, THEN THE BALANCE MAY BE LISTED WITH AN OUTSIDE COLLECTION AGENCY. WHEN THE ACCOUNT IS STILL IN-HOUSE, THE MINIMUM NOTIFICATION IS MONTHLY ITEMIZED STATEMENTS. IF A PATIENT DOES NOT RESPOND, THE ACCOUNT IS GIVEN A FINAL NOTICE, EITHER BY LETTER OR PHONE, AND SENT TO AN OUTSIDE COLLECTION AGENCY. CARLE WILL NOT FILE COLLECTION SUIT LIENS ON A PRIMARY RESIDENCE, NOR DO WE AUTHORIZE AN AGENCY TO USE SO-CALLED "BODY ATTACHMENTS." THE AGENCIES ARE AWARE OF OUR CARLE FINANCIAL ASSISTANCE PROGRAM AND HAVE BEEN ADVISED TO REFER THE PATIENTS BACK TO CARLE IF THEY DEEM THE PATIENT IS UNABLE TO PAY. CARLE STAFF WILL THEN MAKE ONE MORE ATTEMPT TO WORK WITH THE PATIENT TO SEE IF HELP IS AVAILABLE. IF CARLE DETERMINES THAT THE PATIENT MIGHT QUALIFY, WE SEND THE PATIENT A CFAP APPLICATION AND INSTRUCT THE AGENCY TO PUT A HOLD ON THE ACCOUNT; THE AVERAGE IS 60 DAYS. IF THE PATIENT IS THEN APPROVED FOR DISCOUNTS AT 100% FOR FINANCIAL ASSISTANCE, THE BALANCE IS ADJUSTED AND THE ACCOUNT IS CLOSED WITH THE AGENCY. IF THE PATIENT IS APPROVED FOR LESS THAN 100%, THE ADJUSTMENTS ARE REPORTED TO THE AGENCY AND THE AGENCY WILL BEGIN COLLECTION EFFORTS ON ANY REMAINING BALANCE. FOR DISCOUNTS AT 100% FOR FINANCIAL ASSISTANCE, THE BALANCE IS ADJUSTED AND THE ACCOUNT IS CLOSED WITH THE AGENCY. IF THE PATIENT IS APPROVED FOR LESS THAN 100%, THE ADJUSTMENTS ARE REPORTED TO THE AGENCY AND THE AGENCY WILL BEGIN COLLECTION EFFORTS ON ANY REMAINING BALANCE. SCHEDULE H, PART VI, LINE 2 NEEDS ASSESSMENT Carle primarily assesses healthcare needs in our community by being a part of the aforementioned CHNA in partnership with Champaign Urbana Public Health District, Presence Health (now OSF HealthCare) and United Way of Champaign County. However, Carle is acutely aware of the need for Access to Care, making it a mainstay of our community benefit efforts. We have a strong financial assistance program based on a philosophy of doing the right thing for the community and patients, balanced by a careful stewardship of the communitys resources. While Access to Care was not selected as a priority for the 2017-2019 CHNA, it will continue to be a priority for Carle. As a tax-exempt organization, The Carle Foundation Hospital provides care to patients regardless of their ability to pay. Carles generous Financial Assistance Program has resulted in our ability to reach many people over the years. To ensure we are addressing the needs of the community, the Finance and Quality Committees of the Carle Foundation Board of Trustees review and evaluate charity care figures quarterly. We do not limit the amount of financial assistance we provide, at this time. Representatives from the Hospitals administration, Public Relations, Patient Financial Services, Registration, Case Management and Insurance Contracting departments continued to meet with the local Community Coalition of the Champaign County Health Care Consumers six times in 2017 including representation from the Land of Lincoln Legal Assistance Foundation. We value this regular opportunity for community dialogue, which was initiated more than a decade ago. We also continued meeting on a regular basis with representatives of the local free clinics and FQHC to discuss operational issues. This dialogue is an effective channel for learning more about their patients experience in obtaining free and discounted care. Other ways to help improve Access to Care: In addition to charity care, Carle supports a wide range of programs and services to increase community capacity, health care work force expansion, and social services that provide complementary healthcare-related services. The Carle Foundation Hospital has, and will continue to, pursue these initiatives to improve access to care: 1. Offer a charity care program 2. Communicate the availability of the charity care program 3. Recruit more providers into the Carle system, thereby expanding access/capacity 4. Support local community clinics to ensure added local capacity for health care 5. Support Promise HealthCare to ensure capacity for dental care and primary care 6. Support United Way and other area agencies to improve availability of health services 7. Donate to existing community health and dental programs 8. Participate in population health initiatives that actively manage the health of members 9. Support of ECHO/CAOS hearing programs to expand access to these services 10. Support Parkland students in health care fields; GME programs to grow number of future physicians 11. Promote prescription affordability as a 340B provider 12. Enhance access-related initiatives that will improve patient access and ability to interface more efficiently for needed services Patient Contact Center, Scheduling Center, Prescription Refill request process, e-visits, InstaCare virtual visits, and more 13. Continue access to care through subsidized services, including the Community Parish Nurse Program, Breastfeeding Clinic and Language Assistance Services SCHEDULE H, PART VI, LINE 3 OUR PRACTICE IS TO LOOK AT EACH PATIENT'S FINANCIAL STATUS IN RELATION TO OUR CARLE FINANCIAL ASSISTANCE PROGRAM AND THE CRITERIA OF THE UNINSURED PATIENT DISCOUNT ACT, AND TO PROVIDE THE PATIENT WITH THE DEEPEST DISCOUNT AVAILABLE. BY EXPANDING THE PRESUMPTIVE ELIGIBILITY SCREENING PROCESSES AND DETERMINING THE FINANCIAL STATUS OF PATIENTS UP-FRONT, WE HAVE BEEN ABLE TO PINPOINT THOSE NEEDING ASSISTANCE EARLY IN THE PROCESS, MINIMIZING BAD DEBT AND OPTIMIZING OUR ABILITY TO HELP. STAFF IS ALSO DILIGENT IN FOLLOWING UP WITH PATIENTS DURING HOSPITALIZATION AND AFTER DISCHARGE IF THERE'S ANY REASON TO BELIEVE THE PATIENT COULD BENEFIT FROM FINANCIAL ASSISTANCE, AND WE AUTO-QUALIFY CERTAIN PATIENT POPULATIONS FOR THE CARLE FINANCIAL ASSISTANCE PROGRAM, SUCH AS THE HOMELESS, WIC, SNAP (SUPPLEMENTAL NUTRITION ASSISTANCE PROGRAM), MEDICAID, LOW INCOME HOME ENERGY ASSISTANCE PROGRAM (LIHEAP), AND TOWNSHIP ASSISTANCE RECIPIENTS. COMMUNICATING THAT FINANCIAL ASSISTANCE IS AVAILABLE THE CARLE FOUNDATION HOSPITAL HAS MADE A CONCERTED, CONTINUOUS EFFORT TO BE SURE THAT PEOPLE HAVE ACCESS TO INFORMATION THAT WILL HELP THEM WITH THEIR MEDICAL BILLS. THESE INCLUDE: - ADVERTISING THE CARLE FINANCIAL ASSISTANCE PROGRAM USING PRINT, BILLBOARDS AND WEB; CONTINUED PRESENCE IN APPROPRIATE COMMUNITY PUBLICATIONS; AND ON-SITE VIA DISPLAYS THROUGHOUT THE HOSPITAL AND CLINICS - SIMPLIFIED APPLICATION FORM, INCLUDING A VERSION IN SPANISH, THAT CONTAINS INFORMATION REGARDING THE CARLE FINANCIAL ASSISTANCE PROGRAM - PUBLICATION OF A PLAIN LANGUAGE SUMMARY AND ALL OTHER FINANCIAL ASSISTANCE-RELATED INFORMATION ON CARLE.ORG/FINANCIALASSISTANCE - INFORMATION ABOUT THE CARLE FINANCIAL ASSISTANCE PROGRAM ON ALL STATEMENTS, COLLECTION LETTERS AND HOSPITAL ADMISSION PACKETS - CARLE FINANCIAL ASSISTANCE PROGRAM INFORMATION AND APPLICATIONS AT ALL REGISTRATION POINTS, HOSPITAL MAIN LOBBY AND CARLE.ORG - STAFF AT FRANCES NELSON HEALTH CENTER OPERATED BY PROMISE HEALTHCARE, THE LOCAL FQHC, AND COMMUNITY FREE CLINICS EQUIPPED WITH A SUPPLY OF APPLICATIONS AND KNOWLEDGE TO ASSIST THEIR PATIENTS IN COMPLETING THEM - MEETINGS WITH LOCAL LEGISLATORS TO HELP THEM ASSIST CONSTITUENTS WITH HEALTHCARE NEEDS, INCLUDING FINANCIAL ASSISTANCE SCHEDULE H, PART VI, LINE 4 CARLE'S SERVICE AREA IS GENERALLY DEFINED AS CENTRAL AND SOUTHERN ILLINOIS, INCLUDING ALL OR PARTS OF 41 COUNTIES THROUGHOUT ILLINOIS AND WESTERN INDIANA. OUR PRIMARY, FIVE-REGION SERVICE AREA INCLUDES 26 ILLINOIS COUNTIES AND COMPRISES NEARLY 65% OF THE CARLE SERVICE AREA'S POPULATION OF ABOUT 1.4 MILLION RESIDENTS. FOR THE COMMUNITY BENEFIT IMPLEMENTATION PLAN, RESEARCH AND REMEDIES ARE DIRECTED TOWARDS COMMUNITY HEALTH ISSUES IDENTIFIED IN OUR PRIMARY SERVICE AREA, WITH THE FOCUS ON CHAMPAIGN COUNTY. THIS REPRESENTS OUR HEADQUARTERS AND OTHER COUNTIES WHERE CARLE HAS A THRIVING PRESENCE. POCKETS OF EXTREME POVERTY EXIST THROUGHOUT THIS REGION. THE PROGRAMS WITHIN OUR COMMUNITY BENEFIT PLAN GENERALLY HAVE IMPACT UPON ALL THE TARGETED COMMUNITIES, WITH CERTAIN PROGRAMS DIRECTED AT SPECIFIC POPULATIONS. A GREATER PROPORTION OF RESOURCES WILL BE ALLOCATED IN CHAMPAIGN COUNTY, FOLLOWED BY COLES AND VERMILION COUNTIES, WHERE OUR COMMUNITY BENEFIT PROGRAM HAS LONG BEEN ESTABLISHED. THE CARLE FOUNDATION HOSPITAL SERVES AS THE REGION'S ONLY LEVEL I TRAUMA CENTER AND LEVEL III NEONATAL INTENSIVE CARE UNIT. AS PROVIDER OF THE REGION'S PERINATAL SERVICES, CARLE PROVIDES CARE TO PATIENTS WHO LIVE THROUGHOUT THE GEOGRAPHIC AREA EXTENDING FROM KANKAKEE IN THE NORTH TO THE SOUTHERN-MOST TIP OF ILLINOIS, AND SPANNING FROM AS FAR WEST AS DECATUR AND EAST INTO WESTERN INDIANA. FOR THE PURPOSES OF THE CARLE FINANCIAL ASSISTANCE PROGRAM, COVERAGE ENCOMPASSES THIS ENTIRE, 41-COUNTY REGION. SCHEDULE H, PART VI, LINE 5 THE CARLE FOUNDATION HOSPITAL HAS AN OPEN MEDICAL STAFF AND IS GOVERNED BY A COMMUNITY BOARD. SURPLUS FUNDS ARE REINVESTED INTO THE ORGANIZATION FOR TECHNOLOGY REPLACEMENT AND ADVANCEMENT, BUILDING RENOVATION AND CONSTRUCTION, CLINICAL SERVICE EXPANSION AND QUALITY IMPROVEMENT. SURPLUS FUNDS ARE ALSO INVESTED INTO OUR COMMUNITIES TO MEET IDENTIFIED HEALTH NEEDS WHICH CONTRIBUTE TO THE OVERALL WELL-BEING OF THE RESIDENTS OF THE COMMUNITIES WE SERVE. SCHEDULE H, PART VI, LINE 6 THE HOSPITAL AND ITS ASSOCIATED BUSINESS UNITS UNDER THE CARLE FOUNDATION UMBRELLA ALL PARTICIPATE IN CARRYING OUT THE SAME ANNUAL COMMUNITY BENEFIT PLAN, PARTICIPATING IN PROGRAMS THAT FIT THEIR SPECIFIC MISSIONS. SCHEDULE H, PART VI, LINE 7 ILLINOIS true UNIVERSITY OF ILLINOIS 505 S MATHEWS AVE URBANA IL 61801 376000511 501(c)(3) 1151333 SCHOLARSHIPS & SPONSORSHIPS CAMPAIGN ACCESS TO CARE SCHOLARSHIPS & SPONSORSHIPS OPERATIONS & FACILITIES MEMBERSHIP, PROGRAM SUPPORT CY 2017 PROGRAM SUPPORT PROGRAM SUPPORT PROGRAM SUPPORT BOYS AND GIRLS PROGRAM SUPPORT PROGRAM SUPPORT OPERATIONS AND FACILITIES VOLUNTEER STIPEND ANNUAL CONTRIBUTION PROGRAM SUPPORT OPERATIONS & FACILITIES PROGRAM SUPPORT RadKIDS PROGRAM SUPPORT PROGRAM SUPPORT PROGRAM SUPPORT UNITED WAY OF CHAMPAIGN COUNTY 404 W CHURCH ST CHAMPAIGN IL 61820 370662519 501(c)(3) 136507 Campaign PARKLAND COLLEGE FOUNDATION 2400 WEST BRADLEY CHAMPAIGN IL 61821 370892090 501(c)(3) 260000 Scholarships & Sponsorships VERMILLION ADVANTAGE 28 W NORTH ST DANVILLE IL 61832 370238000 501(c)(6) 8250 ANNUAL CONTRIBUTION CHAMPAIGN COUNTY HEALTH CARE CONSUMERS 44 E MAIN ST CHAMPAIGN IL 61820 371073411 501(c)(6) 111080 MEMBERSHIP, PROGRAM SUPPORT CHAMPAIGN COUNTY ECONOMIC DEVELOPMENT 1817 SOUTH NEIL ST CHAMPAIGN IL 61820 371200848 501(c)(3) 11000 PROGRAM SUPPORT CHAMPAIGN URBANA SCHOOLS FOUNDATION 3358 BIG PINE TRAIL C CHAMPAIGN IL 61822 371273798 501(c)(3) 10000 PROGRAM SUPPORT DON MOYER BOYS & GIRLS CLUB 201 EAST PARK ST URBANA IL 61801 370906638 501(c)(3) 7500 PROGRAM SUPPORT CHAMPAIGN COUNTY CASA 154 C LINCOLN SQUARE URBANA IL 61801 371325204 501(c)(3) 5400 PROGRAM SUPPORT CHAMPAIGN COUNTY CHRISTIAN HEALTH PO BOX 1400 CHAMPAIGN IL 61824 562421584 501(c)(3) 15000 CY 2016 PROGRAM SUPPORT LAND OF LINCOLN LEGAL ASSISTANCE FNDN 302 SOUTH FIRST ST CHAMPAIGN IL 61820 370958448 501(c)(3) 65000 CY 2016 PROGRAM SUPPORT CHAMPAIGN COUNTY CHAMBER OF COMMERCE 303 W KIRBY AVE CHAMPAIGN IL 61820 371269310 501(c)(6) 12886 CY 2016 PROGRAM SUPPORT PROMISE HEALTHCARE NFP PO BOX 154 CHAMPAIGN IL 61824 141880824 501(c)(3) 320008 PROGRAM SUPPORT HOSPITAL & MEDICAL FOUNDATION OF PARIS INC 721 EAST COURT ST PARIS IL 61944 370860281 501(c)(3) 15000 THE CENTER FOR WOMEN IN TRANSITION 508 E CHURCH STREET CHAMPAIGN IL 61820 371346397 501(c)(3) 10200 RAPE ADVOCACY COUNSELING & EDUCATION SVCS 300 S BROADWAY SUITE 154 A URBANA IL 61801 270615591 501(c)(3) 15000 13 3 FORM 990, SCHEDULE I DESCRIPTION OF ORGANIZATION'S PROCEDURES FOR MONITORING THE USE OF GRANTS ANY CHARITABLE ORGANIZATION WISHING TO REQUEST FUNDS IS ASKED TO SUBMIT THEIR REQUEST IN WRITING. EMAILED REQUESTS ARE ACCEPTABLE. THE REQUEST MUST INCLUDE A DESCRIPTION OF THE PURPOSE OF THE CONTRIBUTION AND OTHER RELEVANT INFORMATION SUCH AS REQUESTORS NAME, AMOUNT OF THE REQUEST, ETC. THE REQUESTS ARE REVIEWED, EVALUATED, AND ADMINISTERED BY THE PUBLIC RELATIONS DIRECTOR, SEEKING ADDITIONAL INFORMATION FROM THE REQUESTOR, AS NEEDED, AND INPUT FROM ANY APPROPRIATE CARLE ADMINISTRATOR OR DIRECTOR. A SET OF ESTABLISHED GUIDELINES DRIVE THESE DECISIONS AS MOST ARE MADE TO IMPROVE HEALTHCARE, ACCESS TO HEALTHCARE OR ARE IN LINE WITH OUR ROLE AS A CORPORATE CITIZEN. ASSESSED NEED IS A COMMON CRITERIA. IN THE CASE OF MOST DONATIONS OF $5,000 OR MORE, SUCH AS TO COLLEGES AND UNIVERSITIES OR COMMUNITY CLINICS, WRITTEN AGREEMENTS ARE IN PLACE AND WE HAVE REGULAR CONTACT WITH THOSE ORGANIZATIONS, OFTENTIMES THROUGH A CARLE CONTACT PERSON TO ASSURE THAT THE DONATIONS ARE BEING USED AS AGREED UPON. THE RECORDS ARE EITHER MAINTAINED IN ADMINISTRATION OR PUBLIC RELATIONS. false true false false false false false true false KENNETH ARONSON MD SECRETARY OF BOARD 426484 22464 25358 21756 11069 507131 URETZ OLIPHANT MD TRUSTEE & PHYSICIAN 657371 2925 8892 16356 13701 699245 JAMES C LEONARD MD EX-OFFICIO, PRESIDENT & CEO 1265482 391720 714592 483093 6044 2860931 429387 JOHN SNYDER EXEC VP & COO 875683 222197 460388 316452 13728 1888448 248465 DENNIS HESCH EXEC VP & CFO 711268 153966 355068 242507 21785 1484594 200952 MATTHEW GIBB MD EXEC VP & CMO 602288 133058 307151 201793 4720 1249010 176323 LYNETTE BARNES COO-CFH, SVP-FACILITIES 331742 60180 134152 104365 630439 106819 LAURENCE FALLON EXEC VP-LEGAL AFFAIRS & HR 0 537231 0 119461 0 259573 0 0 0 0 0 916265 0 143395 BLAIR ROWITZ MD MED DIR- SURGICAL SERVICES 763996 42465 26952 21756 19272 874441 MALEC MOKRAOUI MD MED DIR- HVI 0 612211 0 41590 0 34146 0 0 0 0 0 687947 0 0 ANDY ARWARI MD MED DIR- REGIONAL 498994 22464 13778 21756 20358 577350 PAMELA BIGLER SVP-NURSING & CNO 299335 56661 107481 94403 14158 572038 76543 DAWN WALDEN VP-REVENUE CYCLE OPS 258115 34608 59765 70070 17847 440405 50952 MATTHEW KOLB SVP-Spec Care &Regional Health 235292 31649 39916 65019 23569 395445 15298 JULIANNA SELLETT Key Employee-Former 193533 28676 58115 56627 26406 363357 34947 CALEB MILLER SVP-Surgical & Diag Svcs 226530 26252 17539 58917 14497 343735 6973 LINDA FRED INPT PHARM DIRECTOR 187796 18865 5985 16644 22563 251853 JOEL LOVE PHYSICIST 196743 450 1857 15892 23713 238655 KHANDAKER ISLAM PHYSICIST 177088 450 870 13854 21568 213830 MATTHEW PIKE PHARMACIST-INPT RX 172416 474 119 13448 22148 208605 R BRUCE WELLMAN MD EX-OFFICIO, CEO OF CPG-FORMER 262921 16776 21756 8758 310211 6425 STEPHANIE BEEVER KEY EMPLOYEE - FORMER 416359 88271 219979 135331 19853 879793 79751 JOSEPH BARKMEIER MD KEY EMPLOYEE - FORMER 12262 37552 133848 22274 205936 114991 CORA E MUSIAL PHD MD SEC/TREAS OF BOARD - FORMER 107294 6 7511 114811 SALLY SALMONS MD VP-ASSOC CMO HOSP MED 310961 29796 3327 28058 16007 388149 ALLEN RINEHART DIR-ED & INPT SVCS 148849 16070 3692 12786 16663 198060 SCHEDULE J, PART I, QUESTION 3 THE BOARD OF TRUSTEES OF THE CARLE FOUNDATION, PARENT ORGANZATION OF THE CARLE FOUNDATION HOSPITAL, THROUGH ITS COMPENSATION COMMITTEE COMPRISED OF INDEPENDENT MEMBERS FREE OF CONFLICT, ANNUALLY REVIEWS EXECUTIVE COMPENSATION LEVELS AND ESTABLISHES APPROPRIATE SALARY RANGES AND OTHER FEATURES OF THE COMPENSATION PLAN IN ACCORDANCE WITH THE ORGANIZATION'S APPROVED COMPENSATION PHILOSOPHY AND STRATEGY: *THE COMMITTEE IS COMPRISED OF MEMBERS OF THE BOARD OF TRUSTEES; WHO ARE INDEPENDENT OF THE CARLE FOUNDATION MANAGEMENT; HAVE NO PERSONAL INTEREST IN THE COMPENSATION ARRANGEMENTS; ARE NOT RELATED TO, OR UNDER THE CONTROL OF ANY INDIVIDUAL WHOSE COMPENSATION ARRANGEMENT IS BEING REVIEWED; AND HAVE NO MATERIAL BUSINESS RELATIONSHIP WITH THE CARLE FOUNDATION. *THE CHIEF EXECUTIVE OFFICER'S COMPENSATION IS DETERMINED BY THE COMPENSATION COMMITTEE IN RELATION TO APPROPRIATE COMPARABILITY DATA. COMPENSATION FOR OTHER MEMBERS OF THE EXECUTIVE STAFF IS DEVELOPED BY THE CEO, EVALUATED AGAINST MARKET DATA, AND REVIEWED AND APPROVED BY THE COMMITTEE. *THE COMMITTEE APPROVES ALL 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, SCHEDULE J, PART I, QUESTION 4B THE 2017 PARTICIPANTS IN THE 457(F) PLAN OFFERED BY THE CARLE FOUNDATION, THE PARENT ORGANIZATION OF THE CARLE FOUNDATION HOSPITAL, THAT ARE LISTED IN THE 990 PART VII INCLUDE JOSEPH BARKMEIER, MD, LYNETTE BARNES, STEPHANIE BEEVER, PAMELA BIGLER, LAURENCE FALLON, MATTHEW GIBB, MD, DENNIS HESCH, MATTHEW KOLB, JAMES LEONARD, MD, CALEB MILLER, SALLY SALMONS, JULIANNA SELLETT, JOHN SNYDER, AND DAWN WALDEN. THE 2017 PAYMENTS FROM THE 457(F) PLAN WERE MADE TO JOSEPH BARKMEIER, MD ($114,991), LYNETTE BARNES ($106,819), STEPHANIE BEEVER ($79,751), PAMELA BIGLER ($76,543), LAURENCE FALLON ($143,395), MATTHEW GIBB, MD ($176,323), DENNIS HESCH ($200,952),MATTHEW KOLB ($15,298), JAMES LEONARD, MD ($429,387), CALEB MILLER ($6,973), JULIANNA SELLETT ($34,947), JOHN SNYDER ($248,465), DAWN WALDEN ($50,952), AND R. BRUCE WELLMAN, MD ($6,425). FORM 990, SCHEDULE J, PART I, QUESTION 7 PART OF THE OVERALL EMPLOYEE'S COMPENSATION PROGRAM INCLUDES AN INCENTIVE COMPONENT THAT COVERS MOST EMPLOYEES AND IS DESIGNED TO ENCOURAGE AND PROMOTE THE ACHIEVEMENT OF CERTAIN QUALITY, OPERATIONAL, AND EFFICIENCY IMPROVEMENTS. ALTHOUGH THIS INCENTIVE COMPONENT IS BASED ON THE ORGANIZATION MEETING CERTAIN MINIMUM FINANCIAL THRESHOLDS, ALL PAYMENTS MUST BE APPROVED BY THE BOARD OF DIRECTORS PRIOR TO ANY INCENTIVE PAYOUT. Jeanette Gibb Family member of Officer 53094 Employment false Rachel Miller Family member of Key Emp 40056 Employment false Suzanne Rodawig Family Member of Trustee 43854 Employment false FORM 990, SCHEDULE L, PART IV, COLUMN D JEANETTE GIBB IS AN EMPLOYEE OF THE CARLE FOUNDATION HOSPITAL AND HAS A FAMILY RELATIONSHIP WITH MATTHEW GIBB, MD WHO SERVES AS AN OFFICER FOR THE HOSPITAL. RACHEL MILLER IS AN EMPLOYEE OF THE CARLE FOUNDATION HOSPITAL AND HAS A FAMILY RELATIONSHIP WITH CALEB MILLER WHO SERVES AS A KEY EMPLOYEE FOR THE HOSPITAL. SUZANNE RODAWIG IS AN EMPLOYEE OF THE CARLE FOUNDATION HOSPITAL AND HAS A FAMILY RELATIONSHIP WITH J. MICHAEL MARTIN WHO SERVES AS A TRUSTEE OF THE HOSPITAL'S BOARD OF TRUSTEES. X SEE ATTACHMENT 1 446720 FMV false true false SCHEDULE M, PART I, COLUMN B COLUMN B IS THE NUMBER OF ITEMS CONTRIBUTED. SCHEDULE M, PART I, LINE 25 DESCRIPTION OF OTHER PROPERTY REFRESHMENTS FOR SUPPORT GROUPS AND NOURISHMENT STATIONS, MAGAZINES, FACILITY RENTAL FEES. MEDICAL EQUIPMENT: VENTROGLUTEAL TRAINING MODEL, PROJECTOR FOR CT PATIENTS, MOBILE HEALTH CLINIC, BLOOD PRESSURE MONITORS AND CUFFS AND SCALES FOR HEART FAILURE PATIENTS, BOOKS FOR PRESCRIPTION TO READ PROGRAMS, OPEN HEART DISCHARGE BAGS, PHOTO SCREENING SYSTEMS, PEDIATRIC DIABETES BACKPACKS, SPEAKER EXPENSES/FOOD/MARKETING FOR COMMUNITY DIABETES EDUCATION EVENT, AND AN INFANT MEMORIAL GARDEN. THE CARLE DEVELOPMENT FOUNDATION IS THE SOURCE OF ALL THESE CONTRIBUTIONS AND HAS A POLICY THAT MANDATES REVIEW OF ANY NON-STANDARD CONTRIBUTION. FORM 990, SUPPLEMENTAL INFORMATION FORM 990, PART I, LINE I THE CARLE FOUNDATION HOSPITAL'S MISSION IS TO SERVE PEOPLE THROUGH HIGH QUALITY CARE, MEDICAL RESEARCH, AND EDUCATION. HEALTH CARE SERVICES ARE PROVIDED TO INDIVIDUALS IN THE COMMUNITY REGARDLESS OF ABILITY TO PAY. FORM 990, PART VI, QUESTION 2 JAMES C. LEONARD, MD (EX-OFFICIO), MATTHEW GIBB, MD (OFFICER), JOHN SNYDER (OFFICER), DENNIS HESCH (OFFICER), PAM BIGLER (KEY EMPLOYEE) AND LAWRENCE FALLON (KEY EMPLOYEE) HAD A BUSINESS RELATIONSHIP. GUY HALL (IMMEDIATE PAST CHAIR), DONNA GREENE (IMMEDIATE PAST CHAIR), J. MICHAEL MARTIN (TRUSTEE), KENNETH ARONSON, MD (TRUSTEE), JAMES C. LEONARD, MD (EX-OFFICIO), AND JON STEWART (TRUSTEE) HAD A BUSINESS RELATIONSHIP. DONNA GREENE (IMMEDIATE PAST CHAIR), J. MICHAEL MARTIN (TRUSTEE), JAMES C. LEONARD, MD (EX-OFFICIO), AND JON STEWART (TRUSTEE) HAD A BUSINESS RELATIONSHIP. DONNA GREENE (IMMEDIATE PAST CHAIR), J. MICHAEL MARTIN (TRUSTEE), JAMES C. LEONARD, MD (EX-OFFICIO), JOHN SNYDER (OFFICER), DENNIS HESCH (OFFICER), AND JON STEWART (TRUSTEE) HAD A BUSINESS RELATIONSHIP. JAMES C. LEONARD, MD (EX-OFFICIO), JOHN SNYDER (OFFICER), AND DENNIS HESCH (OFFICER) HAD A BUSINESS RELATIONSHIP. FORM 990, PART VI, QUESTION 6 & 7A THE CARLE FOUNDATION HOSPITAL'S SOLE MEMBER, THE CARLE FOUNDATION, ACTING THROUGH ITS BOARD OF TRUSTEES, HAS THE EXCLUSIVE POWER TO ELECT AND REMOVE MEMBERS OF THE BOARD OF TRUSTEES FOR THE CORPORATION IN ADDITION TO FILLING VACANCIES. FORM 990, PART VI, QUESTION 7B THE CARLE FOUNDATION HOSPITAL'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 THE BY-LAWS; AMENDMENTS TO THE ARTICLES OF THE CORPORATION; TO APPROVE EXPENDITURES IN EXCESS OF THE CEO'S AUTHORITY; TO ORGANIZE OR ACQUIRE, OR TO AUTHORIZE OR APPROVE THE ORGANIZATION'S ACQUISITION OF ANY SUBSIDIARY OR AFFILIATE OF THE CORPORATION; TO PLEDGE ALL OR ANY PART OF THE CORPORATION'S ASSETS AS SECURITY FOR A DEBT; AND THE AUTHORIZATION TO ENTER INTO ANY CONTRACT OR ENGAGE IN ANY TRANSACTION OR ACTIVITY WHICH REQUIRES APPLICATION TO THE ILLINOIS HEALTH FACILITIES PLANNING BOARD FOR A PERMIT OR CERTIFICATE OF NEED. FORM 990, PART VI, QUESTION 11B THE FORM 990 WAS PREPARED BY STAFF AND AN EXTERNAL TAX ADVISOR AND REVIEWED BY MANAGEMENT. PRIOR TO FILING THIS FORM 990, A FULL AND COMPLETE COPY WAS PROVIDED TO THE GOVERNING BODY BY POSTING TO THE ORGANIZATION'S DIRECTOR COMMUNICATION PORTAL. ALSO BEFORE FILING, EACH TRUSTEE RECEIVED NOTIFICATION THAT THE FORM 990 WAS POSTED AND AVAILABLE FOR REVIEW AT HIS/HER DISCRETION, EACH TRUSTEE HAS THE OPPORTUNITY TO CONTACT MANAGEMENT OR DISCUSS AND ADDRESS CONCERNS AT SUBSEQUENT BOARD MEETINGS. FORM 990, PART VI, QUESTION 12C THE ORGANIZATION'S ESTABLISHED CONFLICT OF INTEREST POLICIES REQUIRE ANNUAL DISCLOSURE OF ACTUAL AND POTENTIAL CONFLICTS OF INTEREST FOR OFFICERS, DIRECTORS, TRUSTEES, MEMBERS OF BOARD COMMITTEES, ADMINISTRATIVE AND MANAGERIAL EMPLOYEES AS WELL AS ALL EMPLOYEES OF THE PURCHASING DEPARTMENT. IF CIRCUMSTANCES CHANGE DURING THE COURSE OF A YEAR, INTERIM DISCLOSURE IS ALSO REQUIRED OF THE SAME INDIVIDUALS. THE DISCLOSURES OF EMPLOYEES ARE REVIEWED INITIALLY BY THE HUMAN RESOURCES DEPARTMENT AND ANY IDENTIFIED CONFLICTS ARE REFERRED TO, AND ADDRESSED BY, THE ORGANIZATION'S INTERNAL LEGAL COUNSEL AND/OR CORPORATE INTEGRITY OFFICER. THE DISCLOSURES OF TRUSTEES AND MEMBERS OF BOARD COMMITTEES ARE REVIEWED BY THE CHAIR OF THE BOARD. THE ENTIRE BOARD, ABSENT THE SUBJECT TRUSTEE OR COMMITTEE MEMBER, DETERMINES WHETHER A CONFLICT EXISTS. TRUSTEES AND/OR BOARD COMMITTEE MEMBERS WITH IDENTIFIED CONFLICTS ARE REQUIRED TO RECUSE THEMSELVES FROM VOTING ON MATTERS THAT MAY PRESENT A CONFLICT. THE ORGANIZATION ALSO MAINTAINS PURCHASING POLICIES REQUIRING COUNTER SIGNATURES TO FURTHER MINIMIZE THE RISK ASSOCIATED WITH ACTUAL AND/OR POTENTIAL CONFLICTS OF INTEREST. FORM 990, PART VI, QUESTIONS 15A & 15B THE CARLE FOUNDATION HOSPITAL DOES NOT COMPENSATE ITS OFFICERS AND KEY EMPLOYEES. EMPLOYEE COMPENSATION FOR THESE INDIVIDUALS IS PAID BY THE PARENT ORGANIZATION, THE CARLE FOUNDATION. THE BOARD OF TRUSTEES OF THE CARLE FOUNDATION, PARENT ORGANZATION OF THE CARLE FOUNDATION HOSPITAL, THROUGH ITS COMPENSATION COMMITTEE COMPRISED OF INDEPENDENT MEMBERS FREE OF CONFLICT, ANNUALLY REVIEWS EXECUTIVE COMPENSATION LEVELS AND ESTABLISHES APPROPRIATE SALARY RANGES AND OTHER FEATURES OF THE COMPENSATION PLAN IN ACCORDANCE WITH THE ORGANIZATION'S APPROVED COMPENSATION PHILOSOPHY AND STRATEGY: *THE COMMITTEE IS COMPRISED OF MEMBERS OF THE BOARD OF TRUSTEES; WHO ARE INDEPENDENT OF THE CARLE FOUNDATION MANAGEMENT; HAVE NO PERSONAL INTEREST IN THE COMPENSATION ARRANGEMENTS; ARE NOT RELATED TO, OR UNDER THE CONTROL OF ANY INDIVIDUAL WHOSE COMPENSATION ARRANGEMENT IS BEING REVIEWED; AND HAVE NO MATERIAL BUSINESS RELATIONSHIP WITH THE CARLE FOUNDATION. *THE CHIEF EXECUTIVE OFFICER'S COMPENSATION IS DETERMINED BY THE COMPENSATION COMMITTEE IN RELATION TO APPROPRIATE COMPARABILITY DATA. COMPENSATION FOR OTHER MEMBERS OF THE EXECUTIVE STAFF IS DEVELOPED BY THE CEO, EVALUATED AGAINST MARKET DATA, AND REVIEWED AND APPROVED BY THE COMMITTEE. *THE COMMITTEE APPROVES ALL 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, QUESTIONS 18 & 19 THE CARLE FOUNDATION, THE PARENT ORGANIZATION OF THE CARLE FOUNDATION HOSPITAL, 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.COM. A COMMUNITY BENEFIT REPORT IS ALSO PUBLISHED AND DISTRIBUTED ANNUALLY TO THE COMMUNITY. QUARTERLY FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST DELIVERED TO THE ORGANIZATION'S ADMINISTRATIVE OFFICES. THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICIES ARE ALSO AVAILABLE UPON REQUEST TO THE ORGANIZATION'S ADMINISTRATIVE OFFICES. 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 THE CARLE FOUNDATION HOSPITAL SETTLED VARIOUS INTERCOMPANY RECEIVABLE/PAYABLE BALANCES THROUGH EQUAL OFFSETTING EQUITY TRANSFERS. THE INTERCOMPANY RECEIVABLE/PAYABLE BALANCE RESULTED FROM THE NORMAL COURSE OF OPERATIONS AND WERE PRIMARILY ATTRIBUTABLE TO CENTRALIZED CASH MANAGEMENT AND DISBURSEMENT ACTIVITIES. THESE INTERCOMPANY RECEIVABLE/PAYABLE SETTLEMENTS HELPED PROVIDE SUPPLEMENTAL FUNDING FOR CERTAIN RELATED ORGANIZATIONS TO FURTHER THEIR EXEMPT PURPOSES. EQUITY TRANSFERS (TO)/FROM AFFILIATES - (267,107,483) EXLUDE EVALIDATA EQUITY - (16,265) ============ NET OTHER CHANGES IN NET ASSETS OR FUND BALANCES - (267,123,748) ============= FORM 990, PART XII, LINES 2A, B, C AND PART IV, LINES 12, 12A THE FINANCIAL STATEMENTS FOR THE CARLE FOUNDATION HOSPITAL WERE AUDITED ON A CONSOLIDATED BASIS UNDER THE PARENT ORGANIZATION, THE CARLE FOUNDATION. THE CARLE FOUNDATION HAS AN AUDIT COMMITTEE CONSISTING OF MEMBERS OF THE GOVERNING BOARD AND THE CHIEF FINANCIAL OFFICER WHO TOGETHER ASSUME RESPONSIBILITY FOR OVERSIGHT OF THE REVIEW AND AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT OR AUDITOR. THE CARLE FOUNDATION 611 W PARK ST URBANA IL 61801 370673465 PARENT/INVMGT IL 501(c)(3) 12c, III-FI NA false THE CARLE DEVELOPMENT FOUNDATION 611 W PARK ST URBANA IL 61801 371159978 FUNDRAISING IL 501(c)(3) 7 TCF true CARLE HEALTH CARE INCORPORATED 611 W PARK ST URBANA IL 61801 371140016 VAR MED SVCS IL 501C(3) 10 TCF true CARLE RETIREMENT CENTERS INC 611 W PARK ST URBANA IL 61801 371160033 RTRMT LIVING IL 501C(3) 10 TCF true CARLE COMMUNITY HEALTH CORPORATION 611 W PARK ST URBANA IL 61801 364458371 FDN MISSION IL 501C(3) 12a, Type I TCDF true HOOPESTON COMMUNITY MEMORIAL HOSPITAL 701 E ORANGE ST HOOPESTON IL 60942 363637465 HOSPITAL SVCS IL 501C(3) 3 TCF true RICHLAND MEMORIAL HOSPITAL INC 800 EAST LOCUST STREET OLNEY IL 64250 371363001 HOSPITAL SVCS IL 501c(3) 3 TCF true CHAMPAIGN SURGICNTR 611 w park st urbana IL 60625 201915925 surgical ctr IL NA N/A HEALTH SYSTEMS INSURANCE LIMITED governors sq 2nd fl bldg 3 grand cayman CJ ky1-1102 INSURANCE CJ NA C CORP true CARLE RISK MANAGEMENT COMPANY 611 W PARK ST URBANA IL 618012595 371217973 RISK MANAGEMENT IL TCFH C CORP 1494948 107430 1.00000 true EVALIDATA INC 611 W PARK ST URBANA IL 618012595 462022658 PHYS CREDENTIALS IL TCFH C CORP 283726 44824 1.00000 true CHA HOLDING INC 301 S VINE ST URBANA IL 61801 471854275 HOLDING COMPANY IL NA C CORP true CARLE HOLDING COMPANY INC 611 W PARK ST URBANA IL 618012595 371188284 HOLDING COMPANY IL NA C CORP true HEALTH ALLIANCE MEDICAL PLANS INC 301 S VINE ST URBANA IL 61801 371260731 HEALTH COVERAGE IL NA C CORP true HEALTH ALLIANCE CONNECT INC 301 S VINE ST URBANA IL 61801 464796891 HEALTH CARE COORD IL NA C CORP true HEALTH ALLIANCE NORTHWEST HOLDING 820 N CHELAN AVE WENATCHEE WA 98801 461717578 HOLDING COMPANY WA NA C CORP true HEALTH ALLIANCE NORTHWEST HEALTH PLAN 820 N CHELAN AVE WENATCHEE WA 98801 461966323 HEALTH COVERAGE WA NA C CORP true HEALTH ALLIANCE MIDWEST INC 301 S VINE ST URBANA IL 61801 371354502 HEALTH COVERAGE IL NA C CORP true false false true false false false false false false false true true true false false true true true true CARLE COMMUNITY HEALTH CORPORATION c 2618160 ACCRUAL THE CARLE DEVELOPMENT FOUNDATION c 879647 ACCRUAL CARLE HEALTH CARE INCORPORATED m 9315270 ACCRUAL CARLE HEALTH CARE INCORPORATED l 2428642 ACCRUAL CARLE HEALTH CARE INCORPORATED p 504133 ACCRUAL CARLE HEALTH CARE INCORPORATED r 854093 ACCRUAL HOOPESTON COMMUNITY MEMORIAL HOSPITAL l 600897 ACCRUAL HOOPESTON COMMUNITY MEMORIAL HOSPITAL r 2200920 ACCRUAL HOOPESTON COMMUNITY MEMORIAL HOSPITAL q 53476 ACCRUAL HEALTH SYSTEMS INSURANCE LIMITED m 6441254 ACCRUAL CHAMPAIGN SURGICENTER LLC r 238427 ACCRUAL CHAMPAIGN SURGICENTER LLC l 456294 ACCRUAL HEALTH ALLIANCE MEDICAL PLANS INC l 119049038 ACCRUAL HEALTH ALLIANCE CONNECT INC l 43961546 ACCRUAL Schedule R, Supplemental Information SCHEDULE R, PART II CARLE HEALTH CARE INCORPORATED PRIMARY ACTIVITY: EMERGENCY TRANSPORT, DAY CARE, PHYSICIAN SERVICES.