2018-11-14T14:45:38-06:00 2017-12-31 ERNST & YOUNG US LLP 111 MONUMENT CIRSTE 4000 INDIANAPOLIS IN 46204 990 2017-01-01 371159978 CARLE DEVELOPMENT FOUNDATION % DENNIS HESCH EXEC VP & CFO CARL 2173833311 611 W PARK STREET URBANA IL 61801 Dennis Hesch Exec. VP & CFO 2173833311 2018-11-13 true JENNIFER D RHODERICK P00395735 3176817000 65.30.190.147 35057220183185000019 2018-11-14 P 6DFBA33F1DAEE8CAFFEB9AC40683ECF49AA6169A 64C7932F6DA8C69ACB63BCEE0D766797A910B2A0 2017 2019-02-21 02:37:17Z Dennis Hesch Exec VP CFO 611 W PARK ST URBANA IL 61801 7296955 false X WWW.CARLE.ORG X 1982 IL TO RAISE FUNDS TO SUPPORT THE CARLE FOUNDATION MISSION. 15 11 14 20 0 0 4330395 4641006 0 0 526202 748250 29616 25258 4886213 5414514 3551839 1562313 0 0 869506 912519 0 0 1249909 354170 337390 4775515 2812222 110698 2602292 25134133 28831435 311302 365749 24822831 28465686 X 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. false false 222219 222219 CARLE AUXILLIARY GUEST HOUSE FOR THE LAST 15 YEARS, THE GUEST HOUSE HAS PROVIDED A HOME AWAY FROM HOME FOR THOUSANDS OF FAMILY MEMBERS NEEDING OVERNIGHT ACCOMMODATIONS WHILE THEIR LOVED ONE RECEIVES CARE AT CARLE. CHARITABLE DONATIONS COVER THE OPERATIONAL COSTS OF THE GUEST HOUSE, KEEPING THE COST OF THE SERVICE FREE TO GUESTS, FAMILY AND FRIENDS WHO WANT TO BE CLOSE TO THEIR HOSPITALIZED LOVED ONES. 212065 212065 TIGR - TIGR IS A PATIENT ENGAGEMENT SYSTEM INSTALLED IN EVERY HOSPITAL ROOM AT CARLE TO PROVIDE PATIENTS WITH ON-DEMAND DISEASE, MEDICATION AND PROCEDURE-SPECIFIC EDUCATION VIDEOS. IN ADDITION TO EDUCATIONAL CONTENT, TIGR OFFERS FREE MOVIES TO HELP PATIENTS PASS THE TIME AND PROVIDES HOSPITAL INFORMATION AT THE TOUCH OF A REMOTE CONTROL BUTTON. 184218 184218 EXPANDING CHILDRENS HEARING OPPORTUNITIES (ECHO)/CARLE AUDITORY ORAL SCHOOL (CAOS) - CARLES ECHO PROGRAM IS DEVOTED TO CHILDREN WITH HEARING LOSS. THE PROGRAMS STATE-OF-THE-ART FACILITY HOUSES THE PEDIATRIC HEARING CENTER AND CARLE AUDITORY ORAL SCHOOL. AT THE PEDIATRIC HEARING CENTER, CHILDREN ARE DIAGNOSED WITH AND TREATED FOR HEARING LOSS. AT CAOS, CHIILDREN WITH HEARING LOSS LEARN SIDE-BY-SIDE WITH CLASSMATES WHO HAVE NO HEARING DEFICIT. CHARITABLE GIFTS HELP TO SUPPORT THE SCHOOLS OPERATIONS AND GROWTH AND PROVIDE FUNDING FOR ECHO STAFF CONTINUING EDUCATION AND EQUIPMENT. 943811 943811 1562313 true true false true false false false false false true true false false true true true false true false false false false false false true false false true true true false false false false false false false false true false false false false true true true false false true 17 0 true 14 true false false false false false true true false false false false X 15 11 true false false false true true true true true false false true true true true true true false false false IL X X DENNIS HESCH EXEC VP CFO 2173833311 611 W PARK ST URBANA IL 61801 Joseph Barkmeier MD Treasurer of Board 0.3 0.0 X X 0 183662 22274 Phillip Blankenburg Trustee 0.5 0.5 X 0 6000 0 Scott Reichard Trustee 0.5 0.0 X 0 0 0 Marty Smith Trustee 0.25 0.0 X 0 0 0 Rick Stephens Trustee 1.0 0.0 X 0 0 0 William Sturtevant Trustee 0.1 0.0 X 0 0 0 Will Timmons Trustee 1.0 0.0 X 0 0 0 R Bruce Wellman MD Trustee & Physician 0.5 20.0 X 0 279697 30514 Guy Hall Ex Officio of Bd 0.2 5.75 X 0 0 0 James C Leonard MD Ex Officio of Bd, Pres & CEO 0.3 39.7 X X 0 2371794 489137 Dale Harper Ex Officio of Bd 0.1 0.0 X 0 0 0 Meredith Mills Ex Officio of Bd 1.0 2.5 X 0 0 0 Donna Greene Chair of Board 0.5 3.0 X X 0 16000 0 Mary McGrath Vice Chair of Board 1.0 1.0 X X 0 6000 0 VB Leister Jr Secretary of Board 0.5 0.0 X X 0 0 0 John Snyder Exec VP & COO 1.0 39.0 X 0 1558268 330180 Dennis Hesch Exec VP & CFO 1.0 39.0 X 0 1220302 264292 Laurence Fallon Exec VP-Legal Affairs & HR 0.2 39.8 X 0 916265 200598 Linda Jones VP-Ctr for Philanthropy 30.0 10.0 X 353726 0 68394 Linda Glazier Dir-FD Communications 40.0 0.0 X 104950 0 28845 458676 6557988 1434234 2 false true false NONE 0 244650 1278774 3117582 30491 4641006 0 343866 343866 0 0 0 0 0 2224735 1820351 404384 404384 404384 58848 244650 62090 -3242 -3242 0 0 0 0 0 0 FARM LEASE INCOME 900099 28500 0 0 28500 28500 5414514 0 0 773508 1371015 1371015 191298 191298 0 0 0 0 377056 377056 0 0 0 0 454244 0 0 454244 28980 0 0 28980 18679 0 0 18679 33560 0 0 33560 0 0 0 0 3755 0 0 3755 0 0 0 0 48 0 0 48 0 0 31081 0 0 31081 37709 0 0 37709 26866 0 0 26866 65682 0 0 65682 50927 0 0 50927 0 0 0 0 50412 0 0 50412 4242 0 0 4242 0 0 0 0 4051 0 0 4051 0 0 0 0 0 0 0 0 4110 0 0 4110 533 0 0 533 OTHER PURCHASED SERVICES 51919 0 0 51919 ALL OTHER EXPENSES 6055 0 0 6055 2812222 1562313 0 1249909 0 455514 0 0 216720 5033119 4711131 0 0 0 0 0 0 0 0 0 0 2408 43 524886 68873 460758 456013 16081823 20149940 1434350 1261074 0 0 0 0 1666161 2036514 25134133 28831435 194977 172593 0 0 0 0 0 0 0 0 0 0 0 0 0 0 116325 193156 311302 365749 X 9724302 10794790 12216193 15395916 2882336 2274980 24822831 28465686 25134133 28831435 X 2602292 1040563 0 0 0 0 X X false true X true false X 2735775 2881394 3051750 4330395 4641006 17640320 0 0 2735775 2881394 3051750 4330395 4641006 17640320 7258805 10381515 161497 192489 264636 279274 343866 1241762 0 30281 38000 32000 28800 28500 157581 19039663 251680 0.54526 0.90638 X 0.00000 false false false 0 false 0 false 0 false false 0 false 0 true 48 48 false SCHEDULE C, PART II-B, LINE 1i $48 - PORTION OF ASSOCIATION FOR HEALTHCARE PHILANTHROPY AND ASSOCIATION OF FUNDRAISING PROFESSIONALS DUES ATTRIBUTED TO LOBBYING. 2882336 93166 403133 25500 3353135 2718842 62954 172913 72373 2882336 2464402 219279 47166 12005 2718842 2228143 114467 142334 20542 2464402 1796140 130478 314670 13145 2228143 1.00000 false false 0 435065 435065 0 89821 68873 20948 456013 INTERCOMPANY RECEIVABLE 2010071 OTHER ASSETS 26443 2036514 0 ANNUITIES LIABLILITY 193156 193156 X Schedule D, Part V, Line 4 THE ORGANIZATION HAD TWENTY-THREE ENDOWMENTS, RANGING IN AMOUNTS FROM APPROXIMATELY $20,000 TO $406,000. 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 (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. GOLF OUTING 275268 221045 54223 750 13569 14650 25652 2471 PINKASSO FUNDRA 28230 23605 4625 4998 0 303498 244650 58848 750 13569 14650 30650 2471 62090 -3242 true THE CARLE FOUNDATION HOSPITAL 611 W PARK ST URBANA IL 61801 371119538 501(c)(3) 677551 PROGRAM SUPPORT AND RESEARCH CARLE HEALTH CARE INCORPORATED 611 W PARK ST URBANA IL 61801 371140016 501(c)(3) 149232 FMV PATIENT SUPPORT PATIENT SUPPORT & EDUCATION UNIVERSITY OF ILLINOIS 506 S MATHEWS AVE URBANA IL 61801 376000511 501(c)(3) 85145 PROGRAM SUPPORT & EDUCATION THE CARLE FOUNDATION HOSPITAL 611 W PARK ST URBANA IL 61801 371119538 501(c)(3) 401896 FMV PATIENT ASST Patient Assistance, Support, and Education THE CARLE FOUNDATION 611 W PARK ST URBANA IL 61801 370673465 501(C)(3) 44824 INTERNAL FUNDING 4 0 EDUCATIONAL SCHOLARSHIPS 7 1853 EDUCATIONAL SCHOLARSHIPS 13 20000 FMV MEDICAL EDUCation MEDICAL EDUCATION ASSISTANCE 153 85034 MEDICAL EDUCATION ASSISTANCE 180 56442 FMV GEN HIV ONC DIAB EDU PATIENT ASSISTANCE 600 25469 FMV GLASSES,RX ASSist Form 990, Schedule I DESCRIPTION OF ORGANIZATION'S PROCEDURES FOR MONITORING THE USE OF GRANTS 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 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. false true false false false false false true false Joseph Barkmeier MD Treasurer of Board 12262 37552 133848 22274 205936 114991 R Bruce Wellman MD Trustee & Physician 262921 16776 21756 8758 310211 6425 James C Leonard MD Ex Officio of Bd, Pres & 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 Laurence Fallon Exec VP-Legal Affairs & HR 537231 119461 259573 180529 20069 1116863 143395 Linda Jones VP-Ctr for Philanthropy 240807 34591 78328 68394 422120 50055 FORM 990, SCHEDULE J, PART I, QUESTION 3 THE BOARD OF TRUSTEES OF THE CARLE FOUNDATION, THE PARENT ORGANIZATION OF THE 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) 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 DEVELOPMENT FOUNDATION, THAT ARE LISTED IN THE 990 PART VII INCLUDE JOSEPH BARKMEIER, MD, LAURENCE FALLON, DENNIS HESCH, LINDA JONES, JAMES LEONARD, MD, AND JOHN SNYDER. THE 2017 PAYMENTS FROM THE 457(F) PLAN WERE MADE TO JOSEPH BARKMEIER, MD ($114,991), LAURENCE FALLON ($143,395), DENNIS HESCH ($200,952), LINDA JONES ($50,055), JAMES LEONARD, MD ($429,387), JOHN SNYDER ($248,465), 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. X 1 30491 FMV 0 false true false Schedule M, Coulmn B The amount in column b is the number of contributions. FORM 990, PART III, QUESTION 4D 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, QUESTION 2 DONNA GREENE (CHAIR OF BOARD), GUY HALL (EX-OFFICIO) AND JAMES LEONARD, MD (EX-OFFICIO) HAD A BUSINESS RELATIONSHIP. DONNA GREENE (CHAIR OF BOARD) AND JAMES LEONARD, MD (EX-OFFICIO) HAD A BUSINESS RELATIONSHIP. JAMES LEONARD, MD (EX-OFFICIO) AND DENNIS HESCH (OFFICER) HAD A BUSINESS RELATIONSHIP. JAMES LEONARD, MD (EX-OFFICIO), JOSEPH BARKMEIER, MD (TRUSTEE), JOHN SNYDER (OFFICER) AND DENNIS HESCH (OFFICER) HAD A BUSINESS RELATIONSHIP. JAMES LEONARD, MD (EX-OFFICIO), JOHN SNYDER (OFFICER), DENNIS HESCH (OFFICER), AND LAURENCE FALLON (KEY EMPLOYEE) HAD A BUSINESS RELATIONSHIP. FORM 990, PART VI, QUESTION 6 CARLE DEVELOPMENT FOUNDATION HAS ONE MEMBER WHICH IS THE PARENT COMPANY, THE CARLE FOUNDATION. FORM 990, PART VI, QUESTION 7A 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 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, 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 18 & 19 THE CARLE 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 XII, QUESTIONS 2A, B, C & PART IV, QUESTION 12 THE FINANCIAL STATEMENTS FOR THE CARLE DEVELOPMENT FOUNDATION WERE REVIEWED 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. THE CARLE FOUNDATION 611 W PARK ST URBANA IL 61801 370673465 PARENT/INVMGT IL 501(c)(3) 12c III-FI NA false THE CARLE FOUNDATION HOSPITAL 611 W PARK ST URBANA IL 61801 371119538 HOSPITAL SVCS IL 501(c)(3) 3 TCF true CARLE HEALTH CARE INCORPORATED 611 W PARK ST URBANA IL 61801 371140016 VAR MED Svcs IL 501(c)(3) 10 TCF true CARLE RETIREMENT CENTERS INC 611 W PARK ST URBANA IL 61801 371160033 RTRMT LIVING IL 501(c)(3) 10 TCF true CARLE COMMUNITY HEALTH CORPORATION 611 W PARK ST URBANA IL 61801 364458371 FNDN MISSION IL 501(c)(3) 12a TYPE I CDF true HOOPESTON COMMUNITY MEMORIAL HOSPITAL 701 E ORANGE ST HOOPESTON IL 60942 363637465 HOSPITAL SVCS IL 501(c)(3) 3 TCF true RICHLAND MEMORIAL HOSPITAL INC 800 EAST LOCUST STREET OLNEY IL 62450 371363001 HOSPITAL SVCS IL 501c(3) 3 TCF true CHAMPAIGN SURGICNTR LLC 611 W PARK ST URBANA IL 61801 201915925 surgical center IL na N/A HEALTH SYSTEMS INSURANCE LIMITED GOVERNORS SQ 2ND FLOOR BLDG 3 GRAND CAYMAN CJ KY1-1102 INSURANCE CJ NA C Corp true CARLE RISK MANAGEMENT COMPANY 611 W PARK ST URBANA IL 61801 371217973 RISK MANAGEMEnt IL NA C Corp true EVALIDATA INC 611 W PARK ST URBANA IL 61801 462022658 PHYS CREDENTIals IL NA C Corp 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 61801 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 INC 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 true true false false false false false false false true false true false false true false false true THE CARLE FOUNDATION HOSPITAL b 1124271 ACCRUAL CARLE HEALTH CARE INCORPORATED b 149232 ACCRUAL