CARLE WEST PHYSICIAN GROUP INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- CARLE WEST PHYSICIAN GROUP INC (EIN 85-0703768)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-14
- IRS object ID
- 202543189349315684
- Schema version
- 2024v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-14T18:33:24+00:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 835 N COLLEGE AVENUE | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 850703768 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Carle West Physician Group Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CARL | BusinessNameControlTxt |
| Phone | 2173833311 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 611 W PARK STREET | AddressLine1Txt |
| City | URBANA | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 61801 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DENNIS HESCH | PersonNm |
| Person Title | EXEC VP & CFO | PersonTitleTxt |
| Phone | 2173833311 | PhoneNum |
| Signature | 2025-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jennifer D Rhoderick | PreparerPersonNm |
| PTIN | P00395735 | PTIN |
| Phone | 3176817000 | PhoneNum |
| Preparation | 2025-11-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DENNIS HESCH EXEC VP & CFO | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 611 W PARK STREET | AddressLine1Txt |
| City | URBANA | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 61801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $72,278,917 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.carle.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2020 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | To be the trusted partner in all healthcare decisions and improve health by providing highly accessible, world-class care and services. | ActivityOrMissionDesc |
| Voting Members Governing Body | 6 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 4 | VotingMembersIndependentCnt |
| Total Employee | 493 | TotalEmployeeCnt |
| Total Volunteers | 9 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $956,119 | PYContributionsGrantsAmt |
| CY Contributions Grants | $403,075 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $60,388,916 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $71,824,098 | CYProgramServiceRevenueAmt |
| PY Investment Income | $6 | PYInvestmentIncomeAmt |
| CY Investment Income | -$24 | CYInvestmentIncomeAmt |
| PY Other Revenue | $748,220 | PYOtherRevenueAmt |
| CY Other Revenue | $50,035 | CYOtherRevenueAmt |
| PY Total Revenue | $62,093,261 | PYTotalRevenueAmt |
| CY Total Revenue | $72,277,184 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $7,500 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $78,079,542 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $93,423,781 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $36,982,717 | PYOtherExpensesAmt |
| CY Other Expenses | $39,062,867 | CYOtherExpensesAmt |
| PY Total Expenses | $115,069,759 | PYTotalExpensesAmt |
| CY Total Expenses | $132,486,648 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$52,976,498 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$60,209,464 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $8,947,797 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,246,094 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $9,930,481 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $12,646,100 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$982,684 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$3,400,006 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO BE THE TRUSTED PARTNER IN ALL HEALTHCARE DECISIONS AND IMPROVE HEALTH BY PROVIDING HIGHLY ACCESSIBLE, WORLD-CLASS CARE AND SERVICES. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $120,158,619 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $71,874,133 | RevenueAmt |
| Desc | Carle WEST PHYSICIAN GROUP ("cwpg") is a tax-exempt Illinois not-for-profit corporation established for the purpose of PROVIDING INPATIENT AND OUTPATIENT PHYSICIAN MEDICAL SERVICES. cwpg OPERATES AS A PRIVATE, MULTISPECIALTY GROUP MEDICAL PRACTICE COMPRISED OF PHYSICIANS, SURGEONS, AND AFFILIATED CLINICAL STAFF. cwpg OFFERS QUALITY HEALTH CARE IN APPROXIMATELY NINETEEN SPECIALTIES IN TWENTY-THREE CLINIC LOCATIONS. In 2024, cwpg had approximately 281,562 outpatient visits with approximately 15,320 CONVENIENT CARE visits. | Desc |
| Total Program Service Expenses | $120,158,619 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 26 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 493 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 6 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 4 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Policies Reference Chapters | false | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Written Policy Or Procedure | false | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DENNIS HESCH EXEC VP & CFO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2173833311 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 611 W PARK STREET | AddressLine1Txt |
| City | URBANA | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 61801 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| MARK CZYS | |||||||||
| VICE CHAIR | 0.1 | 1.9 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| PAUL TUCKER PHD | |||||||||
| CHAIR | 1.0 | 6.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| URETZ OLIPHANT MD | |||||||||
| SECRETARY/TREASURER | 1.0 | 39.0 | Yes (X) | Yes (X) | $0 | $131,034 | $7,632 | ||
| AJA LYSTILA MD | |||||||||
| BOARD MEMBER // PHYSICIAN | 0.1 | 39.9 | Yes (X) | $0 | $475,149 | $58,450 | |||
| JAMES STEVENSON | |||||||||
| BOARD MEMBER | 0.1 | 4.9 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL DEVOCELLE | |||||||||
| BOARD MEMBER | 0.1 | 1.1 | Yes (X) | $0 | $0 | $0 | |||
| DENNIS HESCH | |||||||||
| OFFICER - EVP, CHIEF FINANCE & STRATEGY OFFICER | 2.0 | 38.0 | Yes (X) | $0 | $1,175,111 | $332,566 | |||
| JAMES C LEONARD MD | |||||||||
| OFFICER - PRESIDENT & CEO | 0.5 | 39.5 | Yes (X) | $0 | $2,298,226 | $50,256 | |||
| MATTHEW KOLB JD MHA | |||||||||
| OFFICER - PRESIDENT, CARLE HEALTH REGIONS // EVP, COO | 1.0 | 39.0 | Yes (X) | $0 | $1,418,629 | $333,703 | |||
| NAPOLEON KNIGHT MD MBA | |||||||||
| OFFICER - EVP, CHIEF MEDICAL OFFICER | 1.0 | 39.0 | Yes (X) | $0 | $1,091,552 | $41,194 | |||
| AARON TRAEGER MD | |||||||||
| ASSOCIATE MEDICAL DIRECTOR | 1.0 | 39.0 | $715,029 | $0 | $58,712 | Yes (X) | |||
| AMANDA SMITH | |||||||||
| VP, BROMENN & EUREKA AMBULATORY CARE | 2.0 | 38.0 | $275,353 | $0 | $60,516 | Yes (X) | |||
| BROOK FISHER | |||||||||
| DIRECTOR, REVENUE CYCLE DENIALS | 3.0 | 37.0 | $0 | $172,634 | $43,126 | Yes (X) | |||
| JOHN WIELAND MD | |||||||||
| ASSOCIATE CHIEF MEDICAL OFFICER, BROMENN & EUREKA | 0.0 | 40.0 | $0 | $619,107 | $57,598 | Yes (X) | |||
| KENNETH ARONSON MD | |||||||||
| Medical Director | 1.0 | 39.0 | $0 | $718,772 | $50,376 | Yes (X) | |||
| LAUREN SCHMID MBA | |||||||||
| EVP, CHIEF HUMAN RESOURCES OFFICER | 1.0 | 39.0 | $0 | $878,588 | $105,168 | Yes (X) | |||
| NICHOLAS CROMPTON | |||||||||
| VP, CONSTRUCTION & FACILITY SERVICES | 1.0 | 39.0 | $0 | $303,209 | $84,556 | Yes (X) | |||
| EMILIO NARDONE MD | |||||||||
| PHYSICIAN - NEUROSURGERY | 40.0 | 0.0 | $2,438,753 | $0 | $37,514 | Yes (X) | |||
| JASON SEIBLY DO | |||||||||
| PHYSICIAN - NEUROSURGERY | 40.0 | 0.0 | $1,264,663 | $0 | $28,530 | Yes (X) | |||
| JEROME OAKEY MD | |||||||||
| PHYSICIAN - HAND, ORTHOPEDICS & SPORTS MEDICINE | 40.0 | 0.0 | $1,191,412 | $0 | $59,394 | Yes (X) | |||
| JOSEPH NEWCOMER MD | |||||||||
| PHYSICIAN - ORTHOPEDICS & SPORTS MEDICINE | 40.0 | 0.0 | $1,025,653 | $0 | $61,650 | Yes (X) | |||
| JOSEPH NOVOTNY MD | |||||||||
| PHYSICIAN - ORTHOPEDICS & SPORTS MEDICINE | 40.0 | 0.0 | $1,158,779 | $0 | $58,450 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $8,069,642 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $9,282,011 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,529,391 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 194 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ON LINE RADIOLOGY MEDICAL GROUP | |||||
| PO BOX 207965 | DALLAS | TX | 753207965 | MEDICAL IMAGING SERVICES | $1,538,065 |
| WEATHERBY LOCUMS | |||||
| PO BOX 972633 | DALLAS | TX | 753972633 | PHYSICIAN STAFFING | $1,069,742 |
| FLOYD LEE LOCUMS INC | |||||
| 4900 OHEAR AVE STE 106 | NORTH CHARLESTON | SC | 29405 | PHYSICIAN STAFFING | $781,667 |
| ENDOVASCULARNEURO LLC | |||||
| 11 LEXIS COURT | BLOOMINGTON | IL | 61704 | PHYSICIAN SERVICES | $604,682 |
| EPIC PHYSICIAN STAFFING | |||||
| 7665 DAVIE ROAD EXTENSION STE 201 | HOLLYWOOD | FL | 33024 | PHYSICIAN STAFFING | $585,884 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 18 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $333,355 | RelatedOrganizationsAmt |
| Government Grants | $69,720 | GovernmentGrantsAmt |
| Total Contributions | $403,075 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| PATIENT SERVICE REVENUE | 621110 | $69,447,085 | $69,447,085 |
| OTHER PHYSICIAN/PROG REV | 621110 | $2,377,013 | $2,377,013 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $71,824,098 | TotalProgramServiceRevenueAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $1,709 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $1,733 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | -$24 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$24 | TotalRevenueColumnAmt |
| Exclusion | -$24 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| DEPOSITION PAYMENTS | 900099 | $41,325 | $41,325 |
| INTEREST ON BILLED ACCOUNTS | 561440 | $4,154 | $4,154 |
| CHPP INCENTIVE | 900099 | $3,680 | $3,680 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $876 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $876 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $50,035 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $72,277,184 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $71,874,133 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$24 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,043,667 | TotalAmt |
| Program Services | $1,043,667 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,690,052 | TotalAmt |
| Program Services | $76,238,771 | ProgramServicesAmt |
| Management And General | $4,451,281 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,375,668 | TotalAmt |
| Program Services | $3,065,096 | ProgramServicesAmt |
| Management And General | $310,572 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,290,962 | TotalAmt |
| Program Services | $4,138,611 | ProgramServicesAmt |
| Management And General | $152,351 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,023,432 | TotalAmt |
| Program Services | $3,504,324 | ProgramServicesAmt |
| Management And General | $519,108 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $348 | TotalAmt |
| Management And General | $348 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,957,408 | TotalAmt |
| Program Services | $8,957,018 | ProgramServicesAmt |
| Management And General | $390 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,384 | TotalAmt |
| Management And General | $4,384 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $568,205 | TotalAmt |
| Program Services | $490,832 | ProgramServicesAmt |
| Management And General | $77,373 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $114,096 | TotalAmt |
| Program Services | $93,344 | ProgramServicesAmt |
| Management And General | $20,752 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,600,152 | TotalAmt |
| Program Services | $1,367,312 | ProgramServicesAmt |
| Management And General | $232,840 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $119,642 | TotalAmt |
| Program Services | $119,349 | ProgramServicesAmt |
| Management And General | $293 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $361,473 | TotalAmt |
| Program Services | $361,473 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $652,640 | TotalAmt |
| Program Services | $652,640 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,006,904 | TotalAmt |
| Program Services | $2,652 | ProgramServicesAmt |
| Management And General | $2,004,252 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| INTERNAL MANAGEMENT FEES | $19,986,587 | $15,452,644 | $4,533,943 |
| PATIENT CARE SUPPLIES | $4,240,914 | $4,240,914 | |
| RECRUITMENT | $230,574 | $210,574 | $20,000 |
| EMPLOYEE RELOCATION | $217,500 | $217,500 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,040 | TotalAmt |
| Program Services | $1,898 | ProgramServicesAmt |
| Management And General | $142 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $132,486,648 | TotalAmt |
| Program Services | $120,158,619 | ProgramServicesAmt |
| Management And General | $12,328,029 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,190 | BOYAmt |
| EOY | $1,990 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,427,545 | BOYAmt |
| EOY | $6,412,081 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $272,518 | BOYAmt |
| EOY | $254,072 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $207,135 | BOYAmt |
| EOY | $31,080 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $3,872,843 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,078,010 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,286,371 | BOYAmt |
| EOY | $1,794,833 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $752,038 | BOYAmt |
| EOY | $752,038 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,947,797 | BOYAmt |
| EOY | $9,246,094 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,178,443 | BOYAmt |
| EOY | $11,894,062 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $752,038 | BOYAmt |
| EOY | $752,038 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,930,481 | BOYAmt |
| EOY | $12,646,100 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$982,684 | BOYAmt |
| EOY | -$3,400,006 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$982,684 | BOYAmt |
| EOY | -$3,400,006 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,947,797 | BOYAmt |
| EOY | $9,246,094 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$60,209,464 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $57,792,142 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,180,330 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,121,340 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $21,449 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $956,119 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $403,075 | CurrentTaxYearAmt |
| Total | $3,682,313 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,471,446 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $39,571,716 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $49,361,252 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $61,137,142 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $71,874,133 | CurrentTaxYearAmt |
| Total | $234,415,689 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,651,776 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $40,693,056 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $49,382,701 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $62,093,261 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $72,277,208 | CurrentTaxYearAmt |
| Total | $238,098,002 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $238,098,002 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,651,776 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $40,693,056 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $49,382,701 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $62,093,261 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $72,277,208 | CurrentTaxYearAmt |
| Total | $238,098,002 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| First5 Years509 | Yes (X) | First5Years509Ind |
| Public Support CY509 | 0 | PublicSupportCY509Pct |
| Public Support PY509 | 0 | PublicSupportPY509Pct |
| Investment Income CY | 0 | InvestmentIncomeCYPct |
| Investment Income PY | 0 | InvestmentIncomePYPct |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part III LINE 7A & 7B | FormAndLineReferenceDesc |
| Explanation | HEATH CARE RELATED SERVICES PROVIDED BY CARLE WEST PHYSICIAN GROUP, INC. DURING THE ORDINARY COURSE OF BUSINESS ARE PROVIDED TO DISREGARDED PERSONS UNDER THE SAME TERMS AS PROVIDED TO THE GENERAL PUBLIC AND ARE CHARGED NORMAL CUSTOMARY CHARGES FOR HEALTH CARE SERVICES. DUE TO PATIENT PRIVACY CONCERNS, HEALTH CARE SERVICES PROVIDED TO DISREGARDED PERSONS HAVE NOT BEEN QUANTIFIED. HOWEVER, CARLE WEST PHYSICIAN GROUP, INC. DOES NOT BELIEVE IT WOULD MATERIALLY IMPACT THE PUBLIC SUPPORT PERCENTAGE. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | false | VolunteersInd |
| Paid Staff Or Management | false | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | false | MailingsMembersInd |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Grants Other Organizations | false | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | false | DirectContactLegislatorsInd |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | Yes (true) | OtherActivitiesInd |
| Other Activities | $348 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $348 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY | FormAndLineReferenceDesc |
| Explanation | DUES & MEMBERSHIP FEES WERE PAID TO THE FOLLOWING ORGANIZATIONS A PORTION OF WHICH WAS ALLOCATED TO LOBBYING: -American Society of Echocardiography - $18 -American Nurses Credentialing Center, American College of Cardiology - $26 -American Board of Obesity Medicine Obesity Medicine Association - $34 -American Association of Nurse Practitioners - $33 -American Academy of Physician Assistants - $41 -American Association of Nurse Anesthesiology - $136 -American Nurses Credentialing Center, American Academy of Nurse Practitioners, Illinois Society for Advanced Practice Nursing - $14 -American Society of Nuclear Cardiology, Association for Surgical Education, Alliance for Physician Certification and Advancement - $16 -National Consortium of Breast Centers, Oncology Nursing Society, Advanced Practitioner Society for Hematology and Oncology, American Academy of Nurse Practitioners - $16 -American Academy of Nurse Practitioners, American Nurses Association, American Association of Neurological Surgeons - $14 | ExplanationTxt |
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,225,830 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,837,746 | DepreciationAmt |
| Book Value | $1,388,084 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $647,013 | OtherCostOrOtherBasisAmt |
| Depreciation | $240,264 | DepreciationAmt |
| Book Value | $406,749 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,794,833 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED COMP PLAN ASSETS | Desc |
| Book Value | $752,038 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $752,038 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Federal Income Taxes | |
| DEFERRED COMP PLAN LIABILITY | $752,038 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $752,038 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Other Revenue | $0 | OtherRevenueAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $0 | RevenueSubtotalAmt |
| Other Revenues Not Included | $0 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $0 | TotalRevenuePerForm990Amt |
| Other Expenses Included | $0 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $0 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $0 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $0 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote | FormAndLineReferenceDesc |
| Explanation | 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, 2024 AND 2023. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (17 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AJA LYSTILA MD | ||||||||||||||
| BOARD MEMBER // PHYSICIAN | $0 | $423,316 | $0 | $48,622 | $0 | $3,211 | $0 | $27,678 | $0 | $30,772 | $0 | $533,599 | $0 | $0 |
| JAMES C LEONARD MD | ||||||||||||||
| OFFICER - PRESIDENT & CEO | $0 | $1,805,832 | $0 | $0 | $0 | $492,394 | $0 | $27,678 | $0 | $22,578 | $0 | $2,348,482 | $0 | $462,357 |
| DENNIS HESCH | ||||||||||||||
| OFFICER - EVP, CHIEF FINANCE & STRATEGY OFFICER | $0 | $1,145,424 | $0 | $0 | $0 | $29,687 | $0 | $306,265 | $0 | $26,301 | $0 | $1,507,677 | $0 | $0 |
| MATTHEW KOLB JD MHA | ||||||||||||||
| OFFICER - PRESIDENT, CARLE HEALTH REGIONS // EVP, COO | $0 | $1,119,849 | $0 | $0 | $0 | $298,780 | $0 | $302,587 | $0 | $31,116 | $0 | $1,752,332 | $0 | $269,019 |
| NAPOLEON KNIGHT MD MBA | ||||||||||||||
| OFFICER - EVP, CHIEF MEDICAL OFFICER | $0 | $832,803 | $0 | $0 | $0 | $258,749 | $0 | $27,678 | $0 | $13,516 | $0 | $1,132,746 | $0 | $229,062 |
| LAUREN SCHMID MBA | ||||||||||||||
| EVP, CHIEF HUMAN RESOURCES OFFICER | $0 | $711,410 | $0 | $0 | $0 | $167,178 | $0 | $74,631 | $0 | $30,537 | $0 | $983,756 | $0 | $137,552 |
| JOHN WIELAND MD | ||||||||||||||
| ASSOCIATE CHIEF MEDICAL OFFICER, BROMENN & EUREKA | $0 | $568,791 | $0 | $25,000 | $0 | $25,316 | $0 | $27,678 | $0 | $29,920 | $0 | $676,705 | $0 | $0 |
| AARON TRAEGER MD | ||||||||||||||
| ASSOCIATE MEDICAL DIRECTOR | $669,377 | $0 | $19,633 | $0 | $26,019 | $0 | $27,678 | $0 | $31,034 | $0 | $773,741 | $0 | $0 | $0 |
| AMANDA SMITH | ||||||||||||||
| VP, BROMENN & EUREKA AMBULATORY CARE | $273,265 | $0 | $0 | $0 | $2,088 | $0 | $41,897 | $0 | $18,619 | $0 | $335,869 | $0 | $0 | $0 |
| KENNETH ARONSON MD | ||||||||||||||
| Medical Director | $0 | $634,032 | $0 | $58,303 | $0 | $26,437 | $0 | $27,678 | $0 | $22,698 | $0 | $769,148 | $0 | $0 |
| NICHOLAS CROMPTON | ||||||||||||||
| VP, CONSTRUCTION & FACILITY SERVICES | $0 | $299,356 | $0 | $0 | $0 | $3,853 | $0 | $50,322 | $0 | $34,234 | $0 | $387,765 | $0 | $0 |
| BROOK FISHER | ||||||||||||||
| DIRECTOR, REVENUE CYCLE DENIALS | $0 | $165,259 | $0 | $0 | $0 | $7,375 | $0 | $10,854 | $0 | $32,272 | $0 | $215,760 | $0 | $0 |
| EMILIO NARDONE MD | ||||||||||||||
| PHYSICIAN - NEUROSURGERY | $2,258,029 | $0 | $155,511 | $0 | $25,213 | $0 | $27,678 | $0 | $9,836 | $0 | $2,476,267 | $0 | $0 | $0 |
| JASON SEIBLY DO | ||||||||||||||
| PHYSICIAN - NEUROSURGERY | $1,167,540 | $0 | $71,910 | $0 | $25,213 | $0 | $27,678 | $0 | $852 | $0 | $1,293,193 | $0 | $0 | $0 |
| JEROME OAKEY MD | ||||||||||||||
| PHYSICIAN - HAND, ORTHOPEDICS & SPORTS MEDICINE | $1,101,586 | $0 | $64,463 | $0 | $25,363 | $0 | $27,678 | $0 | $31,716 | $0 | $1,250,806 | $0 | $0 | $0 |
| JOSEPH NOVOTNY MD | ||||||||||||||
| PHYSICIAN - ORTHOPEDICS & SPORTS MEDICINE | $1,081,069 | $0 | $52,385 | $0 | $25,325 | $0 | $27,678 | $0 | $30,772 | $0 | $1,217,229 | $0 | $0 | $0 |
| JOSEPH NEWCOMER MD | ||||||||||||||
| PHYSICIAN - ORTHOPEDICS & SPORTS MEDICINE | $951,768 | $0 | $44,672 | $0 | $29,213 | $0 | $27,678 | $0 | $33,972 | $0 | $1,087,303 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation | THE GOVERNING BOARD OF THE CARLE FOUNDATION, THE SYSTEM PARENT ORGANIZATION OF CARLE WEST PHYSICIAN GROUP, INC, 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 GOVERNING BOARD WHO ARE INDEPENDENT OF THE CARLE FOUNDATION MANAGEMENT, HAVE NO PERSONAL INTEREST IN THE COMPENSATION ARRANGEMENTS, ARE NOT RELATED TO, OR UNDER THE CONTROL OF ANY INDIVIDUAL WHOSE COMPENSATION ARRANGEMENT IS BEING REVIEWED, AND HAVE NO MATERIAL BUSINESS RELATIONSHIP WITH THE CARLE FOUNDATION. -THE CHIEF EXECUTIVE OFFICER'S COMPENSATION IS DETERMINED BY THE COMPENSATION COMMITTEE IN RELATION TO APPROPRIATE COMPARABILITY DATA. COMPENSATION FOR OTHER MEMBERS OF THE EXECUTIVE STAFF IS DEVELOPED BY THE CEO, EVALUATED AGAINST MARKET DATA, AND REVIEWED AND APPROVED BY THE COMMITTEE. -THE COMMITTEE APPROVES ALL ANNUAL COMPENSATION DECISIONS IN ADVANCE OF THEIR IMPLEMENTATION AND DOCUMENTS ITS DETERMINATIONS AND DISCUSSIONS. -THE COMPENSATION COMMITTEE RELIES UPON A NUMBER OF EXTERNAL RESOURCES AND COMPARISONS, AND ITS ANALYSIS INCLUDES TOTAL COMPENSATION (CASH COMPENSATION PLUS BENEFITS PROVIDED BY THE CARLE FOUNDATION) IN RELATION TO ORGANIZATIONAL PERFORMANCE AND PREVAILING INDUSTRY PRACTICES FOR LIKE RESPONSIBILITIES AT COMPARABLY SIZED ORGANIZATIONS. THE COMMITTEE HAS ENGAGED THE SERVICES OF A COMPENSATION CONSULTING FIRM SPECIALIZING IN THE NOT-FOR-PROFIT SECTOR, WHICH HAS WORKED WITH THE CARLE FOUNDATION AND MAKES ITS REPORTS DIRECTLY AVAILABLE TO THE COMPENSATION COMMITTEE. |
| Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan | THE 2024 PARTICIPANTS IN THE 457(F) PLAN OFFERED BY THE CARLE FOUNDATION, THE PARENT ORGANIZATION OF CARLE WEST PHYSICIAN GROUP, THAT ARE LISTED IN THE 990 PART VII INCLUDE DENNIS HESCH, MATTHEW KOLB, JAMES LEONARD, MD, NAPOLEON KNIGHT, MD, LAUREN SCHMID, URETZ OLIPHANT, MD, JOHN WIELAND, MD, AARON TRAEGER, MD, KENNETH ARONSON, MD, EMILIO NARDONE, MD, JASON SEIBLY, DO, JEROME OAKEY, MD, JOSEPH NOVOTNY, MD AND JOSEPH NEWCOMER, MD. IN 2024, PAYMENTS FROM THE 457(F) PLAN WERE MADE TO MATTHEW KOLB, JD, MHA ($269,019), JAMES C. LEONARD, MD ($462,357), Napoleon Knight, MD, MBA ($229,062) AND LAUREN SCHMID, MBA ($137,552). |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (12 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 15 15A & 15B - PROCESS TO ESTABLISH COMPENSATION OF TOP MANAGEMENT OFFICIAL | CARLE WEST PHYSICIAN GROUP, INC DOES NOT COMPENSATE ITS OFFICERS. EMPLOYEE COMPENSATION FOR THESE INDIVIDUALS IS PAID BY THE SYSTEM PARENT ORGANIZATION, THE CARLE FOUNDATION. THE GOVERNING BOARD OF THE CARLE FOUNDATION, THE SYSTEM PARENT ORGANIZATION OF CARLE WEST PHYSICIAN GROUP, INC 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 GOVERNING BOARD; WHO ARE INDEPENDENT OF THE CARLE FOUNDATION MANAGEMENT; HAVE NO PERSONAL INTEREST IN THE COMPENSATION ARRANGEMENTS; ARE NOT RELATED TO, OR UNDER THE CONTROL OF ANY INDIVIDUAL WHOSE COMPENSATION ARRANGEMENT IS BEING REVIEWED; AND HAVE NO MATERIAL BUSINESS RELATIONSHIP WITH THE CARLE FOUNDATION. -THE CHIEF EXECUTIVE OFFICER'S COMPENSATION IS DETERMINED BY THE COMPENSATION COMMITTEE IN RELATION TO APPROPRIATE COMPARABILITY DATA. COMPENSATION FOR OTHER MEMBERS OF THE EXECUTIVE STAFF IS DEVELOPED BY THE CEO, EVALUATED AGAINST MARKET DATA, AND REVIEWED AND APPROVED BY THE COMMITTEE. -THE COMMITTEE APPROVES ALL ANNUAL COMPENSATION DECISIONS IN ADVANCE OF THEIR IMPLEMENTATION AND DOCUMENTS ITS DETERMINATIONS AND DISCUSSIONS. -THE COMPENSATION COMMITTEE RELIES UPON A NUMBER OF EXTERNAL RESOURCES AND COMPARISONS, AND ITS ANALYSIS INCLUDES TOTAL COMPENSATION (CASH COMPENSATION PLUS BENEFITS PROVIDED BY THE CARLE FOUNDATION) IN RELATION TO ORGANIZATIONAL PERFORMANCE AND PREVAILING INDUSTRY PRACTICES FOR LIKE RESPONSIBILITIES AT COMPARABLY SIZED ORGANIZATIONS. THE COMMITTEE HAS ENGAGED THE SERVICES OF A COMPENSATION CONSULTING FIRM SPECIALIZING IN THE NOT-FOR-PROFIT SECTOR, WHICH HAS WORKED WITH THE CARLE FOUNDATION AND MAKES ITS REPORTS DIRECTLY AVAILABLE TO THE COMPENSATION COMMITTEE. |
| Form 990, Part VI, Line 2 Family/business relationships amongst interested persons | JAMES C. LEONARD, MD (OFFICER), MATTHEW KOLB, JD, MHA (OFFICER), AND NAPOLEON KNIGHT, MD, MBA (OFFICER) - Business relationship, JAMES C. LEONARD, MD (OFFICER), AJA LYSTILA, MD (BOARD MEMBER), MARK CZYS (BOARD VICE CHAIR), MICHAEL DEVOCELLE (BOARD MEMBER), PAUL TUCKER, PHD (BOARD CHAIR), AND URETZ OLIPHANT, MD (BOARD SECRETARY/TREASURER) - Business relationship, JAMES C. LEONARD, MD (OFFICER), AJA LYSTILA, MD (BOARD MEMBER), JAMES STEVENSON (BOARD MEMBER), MARK CZYS (BOARD VICE CHAIR), MICHAEL DEVOCELLE (BOARD MEMBER), PAUL TUCKER, PHD (BOARD CHAIR), AND URETZ OLIPHANT, MD (BOARD SECRETARY/TREASURER) - Business relationship, JAMES C. LEONARD, MD (OFFICER) AND NAPOLEON KNIGHT, MD, MBA (OFFICER) - Business relationship, JAMES C. LEONARD, MD (OFFICER), DENNIS HESCH (OFFICER), AJA LYSTILA, MD (BOARD MEMBER), AND LAUREN SCHMID, MBA (KEY EMPLOYEE) - Business relationship, MARK CZYS (BOARD VICE CHAIR), MICHAEL DEVOCELLE (BOARD MEMBER), AND PAUL TUCKER, PHD (BOARD CHAIR) - Business relationship, JAMES C. LEONARD, MD (OFFICER), NAPOLEON KNIGHT, MD, MBA (OFFICER), MARK CZYS (BOARD VICE CHAIR), AND PAUL TUCKER, PHD (BOARD CHAIR) - Business relationship, DENNIS HESCH (OFFICER), NICHOLAS CROMPTON (KEY EMPLOYEE), AND MATTHEW KOLB, JD, MHA (OFFICER) - Business relationship |
| Form 990, Part VI, Line 6 Classes of members or stockholders | Carle Health Care Incorporated, a tax-exempt Illinois not-for-profit corporation, is the sole member. |
| Form 990, Part VI, Line 7a Members or stockholders electing members of governing body | Carle west physican group, inc's sole member, Carle Health Care Incorporated, ACTING THROUGH ITS BOARD OF TRUSTEES, HAS THE EXCLUSIVE POWER TO ELECT AND REMOVE MEMBERS OF THE BOARD OF TRUSTEES FOR THE CORPORATION IN ADDITION TO FILLING VACANCIES. |
| Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders | CARLE WEST PHYSICIAN GROUP must have the approval of its sole member, Carle Health Care Incorporated, through its board of trustees, when voting on matters including the amending of governing documents; recommending the president to the Board; approving any annual or long-term capital or operational budgets; approving payment to the members of the bromenn Board of directors for their expenses or compensation for services; approving any new, long-term or master institutional plan or changes to such plans; approving the addition of any new member and any dissolution, merger, consolidation, or sale or other disposition or encumbrance of all or substantially all of the assets of the corporation or any disposition of real property or relocation of the hospital and/or clinic; approving any organization or acquisition of a subsidiary or affiliate; approving any initiative requiring certificate of need (CON) approval; approving any pledge of all or any part of the corporation's assets as security for a debt, liability or other obligation; approving any loan to or for the corporation or any other indebtedness; and approving non-budgeted expenditures or sale exceeding the president's authorized spending authority. |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | FORM 990 WAS PREPARED BY STAFF AND AN EXTERNAL TAX ADVISOR AND REVIEWED BY MANAGEMENT. PRIOR TO FILING THIS FORM 990, A FULL AND COMPLETE COPY WAS PROVIDED TO THE GOVERNING BODY BY POSTING TO THE ORGANIZATION'S DIRECTOR COMMUNICATION PORTAL. ALSO, BEFORE FILING, EACH BOARD MEMBER RECEIVED NOTIFICATION THAT THE FORM 990 WAS POSTED AND AVAILABLE FOR REVIEW AT HIS/HER DISCRETION. EACH BOARD MEMBER HAS THE OPPORTUNITY TO CONTACT MANAGEMENT OR DISCUSS AND ADDRESS CONCERNS AT SUBSEQUENT BOARD MEETINGS. |
| Form 990, Part VI, Line 12c Conflict of interest policy | THE ORGANIZATION'S ESTABLISHED CONFLICT OF INTEREST POLICIES REQUIRE ANNUAL DISCLOSURE OF ACTUAL AND POTENTIAL CONFLICTS OF INTEREST FOR OFFICERS, DIRECTORS, MEMBERS OF THE GOVERNING BOARD, MEMBERS OF BOARD COMMITTEES, ADMINISTRATIVE AND MANAGERIAL EMPLOYEES AS WELL AS ALL EMPLOYEES OF THE PURCHASING DEPARTMENT. IF CIRCUMSTANCES CHANGE DURING THE COURSE OF A YEAR, INTERIM DISCLOSURE IS ALSO REQUIRED OF THE SAME INDIVIDUALS. THE DISCLOSURES OF EMPLOYEES ARE REVIEWED INITIALLY BY THE COMPLIANCE DEPARTMENT AND ANY IDENTIFIED CONFLICTS ARE REFERRED TO AND ADDRESSED BY THE ORGANIZATION'S INTERNAL LEGAL COUNSEL AND/OR CORPORATE INTEGRITY OFFICER. THE DISCLOSURES OF MEMBERS OF THE GOVERNING BOARD AND MEMBERS OF THE BOARD COMMITTEES ARE REVIEWED BY THE CHAIR OF THE BOARD. THE ENTIRE BOARD, ABSENT THE SUBJECT BOARD OR COMMITTEE MEMBER DETERMINES WHETHER A CONFLICT EXISTS. BOARD MEMBERS AND/OR BOARD COMMITTEE MEMBERS WITH IDENTIFIED CONFLICTS ARE REQUIRED TO RECUSE THEMSELVES FROM DELIBERATING AND VOTING ON MATTERS THAT MAY PRESENT A CONFLICT. THE ORGANIZATION ALSO MAINTAINS PURCHASING POLICIES REQUIRING COUNTER SIGNATURES TO FURTHER MINIMIZE THE RISK ASSOCIATED WITH ACTUAL AND/OR POTENTIAL CONFLICTS OF INTEREST. |
| Form 990, Part VI, Line 19 Required documents available to the public | THE CARLE FOUNDATION, THE SYSTEM PARENT ORGANIZATION OF CARLE WEST PHYSICIAN GROUP, INC 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 THESE WEBSITES. 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 OR BY SEARCHING AT HTTPS://EMMA.MSRB.ORG/. IN ADDITION, FORMS 990 OF THE ORGANIZATION'S FILING ENTITIES ARE AVAILABLE THROUGH DACBOND. QUARTERLY FINANCIAL STATEMENTS ARE ALSO 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 VIII, Line 11d Other Miscellaneous Revenue | ALL OTHER REVENUE - Total Revenue: 876, Related or Exempt Function Revenue: 876, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; |
| Form 990, Part XI, Line 9 Other changes in net assets or fund balances | INTERCOMPANY RECEIVABLE/PAYABLE SETTLEMENTS - 57792142; Total - 57792142; |
| Form 990, Part XII, Line 2c Change of oversight process or selection process | FORM 990 PART XII, QUESTION 2A, B, C AND PART IV, QUESTION 12 THE FINANCIAL STATEMENTS FOR CARLE WEST PHYSICIAN GROUP, INC WERE AUDITED ON A CONSOLIDATED BASIS. THE CARLE FOUNDATION HAS AN AUDIT COMMITTEE CONSISTING OF MEMBERS OF THE GOVERNING BOARD AND THE CHIEF FINANCIAL OFFICER WHO TOGETHER ASSUME RESPONSIBILITY FOR THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT OR AUDITOR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (28 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| CARLE BROMENN MEDICAL CENTER | ||||||||||
| 611 W PARK STREET | URBANA | IL | 61801 | 850682363 | HOSPITAL SERVICES | IL | 501(c)(3) | 3 | CHCR | Yes (true) |
| CARLE COMMUNITY HEALTH CORPORATION | ||||||||||
| 611 W PARK STREET | URBANA | IL | 61801 | 364458371 | FNDN MISSION | IL | 501(c)(3) | Type I | CDF | Yes (true) |
| CARLE DEVELOPMENT FOUNDATION | ||||||||||
| 611 W PARK STREET | URBANA | IL | 61801 | 371159978 | FUNDRAISING | IL | 501(c)(3) | 7 | TCF | Yes (true) |
| CARLE EUREKA HOSPITAL | ||||||||||
| 611 W PARK STREET | URBANA | IL | 61801 | 850688306 | HOSPITAL SERVICES | IL | 501(c)(3) | 3 | CHCR | Yes (true) |
| CARLE HEALTH - CENTRAL REGION | ||||||||||
| 611 W PARK STREET | URBANA | IL | 61801 | 990548510 | GOVERNANCE/OVERSIGHT | IL | 501(c)(3) | Type III-FI | TCF | Yes (true) |
| CARLE HEALTH - EAST REGION | ||||||||||
| 611 W PARK STREET | URBANA | IL | 61801 | 990582680 | GOVERNANCE/OVERSIGHT | IL | 501(c)(3) | Type III-FI | TCF | Yes (true) |
| CARLE HEALTH - SOUTH REGION | ||||||||||
| 611 W PARK STREET | URBANA | IL | 61801 | 990614340 | GOVERNANCE/OVERSIGHT | IL | 501(c)(3) | Type III-FI | TCF | Yes (true) |
| CARLE HEALTH - WEST REGION | ||||||||||
| 611 W PARK STREET | URBANA | IL | 61801 | 371111135 | GOVERNANCE/OVERSIGHT | IL | 501(c)(3) | Type III-FI | TCF | Yes (true) |
| CARLE HEALTH CARE INCORPORATED | ||||||||||
| 611 W PARK STREET | URBANA | IL | 61801 | 371140016 | VARIOUS MEDICAL SERVICES | IL | 501(c)(3) | 10 | TCF | Yes (true) |
| CARLE RETIREMENT CENTERS INC | ||||||||||
| 611 W PARK STREET | URBANA | IL | 61801 | 371160033 | RETIREMENT LIVING | IL | 501(c)(3) | 10 | TCF | Yes (true) |
| CRIS HEALTHY AGING | ||||||||||
| 611 W PARK STREET | URBANA | IL | 61801 | 370948852 | SENIOR CITIZEN SERVICES | IL | 501(c)(3) | 7 | CHCI | Yes (true) |
| HOOPESTON COMMUNITY MEMORIAL HOSPITAL | ||||||||||
| 611 W PARK STREET | URBANA | IL | 61801 | 363637465 | HOSPITAL SERVICES | IL | 501(c)(3) | 3 | CHER | Yes (true) |
| HULT CENTER FOR HEALTHY LIVING INC | ||||||||||
| 611 W PARK STREET | URBANA | IL | 61801 | 363510390 | WELLNESS SERVICES | IL | 501(c)(3) | 7 | PH | Yes (true) |
| HUMAN SERVICE CENTER | ||||||||||
| 611 W PARK STREET | URBANA | IL | 61801 | 371004882 | BEHAVIORAL HEALTH SERVICES | IL | 501(c)(3) | 7 | TP | Yes (true) |
| METHODIST MEDICAL CENTER FOUNDATION | ||||||||||
| 611 W PARK STREET | URBANA | IL | 61801 | 510186460 | FUNDRAISING | IL | 501(c)(3) | 7 | CHWR | Yes (true) |
| METHODIST MEDICAL CENTER OF ILLINOIS | ||||||||||
| 611 W PARK STREET | URBANA | IL | 61801 | 370661223 | HOSPITAL SERVICES | IL | 501(c)(3) | 3 | CHWR | Yes (true) |
| METHODIST SERVICES INC | ||||||||||
| 611 W PARK STREET | URBANA | IL | 61801 | 371111134 | PROPERTY HOLDING CO. | IL | 501(c)(3) | PF | CHWR | Yes (true) |
| PARK COURT LIMITED | ||||||||||
| 611 W PARK STREET | URBANA | IL | 61801 | 371178386 | PROPERTY HOLDING CO. | IL | 501(c)(3) | Type II | CHWR | Yes (true) |
| PEKIN MEMORIAL HOSPITAL | ||||||||||
| 611 W PARK STREET | URBANA | IL | 61801 | 370692351 | HOSPITAL SERVICES | IL | 501(c)(3) | 3 | CHWR | Yes (true) |
| PRAIRIE VIEW VILLAS NO 1 | ||||||||||
| 611 W PARK STREET | URBANA | IL | 61801 | 261755679 | HOUSING SERVICES | IL | 501(c)(3) | 7 | TMHC | Yes (true) |
| PROCTOR HEALTH SYSTEMS | ||||||||||
| 611 W PARK STREET | URBANA | IL | 61801 | 364147437 | PHYSICIAN SERVICES | IL | 501(c)(3) | 3 | CHWR | Yes (true) |
| PROCTOR HOSPITAL | ||||||||||
| 611 W PARK STREET | URBANA | IL | 61801 | 370681540 | HOSPITAL SERVICES | IL | 501(c)(3) | 3 | CHWR | Yes (true) |
| RICHLAND MEMORIAL HOSPITAL INC | ||||||||||
| 611 W PARK STREET | URBANA | IL | 61801 | 371363001 | HOSPITAL SERVICES | IL | 501(c)(3) | 3 | CHSR | Yes (true) |
| TAZWOOD MENTAL HEALTH CENTER INC | ||||||||||
| 611 W PARK STREET | URBANA | IL | 61801 | 371278969 | BEHAVIORAL HEALTH SERVICES | IL | 501(c)(3) | 7 | TP | Yes (true) |
| THE CARLE FOUNDATION | ||||||||||
| 611 W PARK STREET | URBANA | IL | 61801 | 370673465 | PARENT/INV MGMT | IL | 501(c)(3) | Type III-FI | NA | false |
| THE CARLE FOUNDATION HOSPITAL | ||||||||||
| 611 W PARK STREET | URBANA | IL | 61801 | 371119538 | HOSPITAL SERVICES | IL | 501(c)(3) | 3 | CHER | Yes (true) |
| THE METHODIST MEDICAL CENTER OF ILLINOIS SELF INSURANCE TRUST AGREEMENT | ||||||||||
| 611 W PARK STREET | URBANA | IL | 61801 | 376181831 | SELF INSURANCE | IL | 501(c)(3) | Type I | MMCI | Yes (true) |
| TRILLIUM PLACE | ||||||||||
| 611 W PARK STREET | URBANA | IL | 61801 | 834051901 | BEHAVIORAL HEALTH SERVICES | IL | 501(c)(3) | Type II | CHWR | Yes (true) |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| CENTRAL ILLINOIS ENDOSCOPY CENTER LLC | |||||||||
| 611 W PARK STREET | URBANA | IL | 61801 | 208243285 | MEDICAL SERVICES | IL | NA | N/A | |
| CHAMPAIGN SURGICENTER LLC | |||||||||
| 611 W PARK STREET | URBANA | IL | 61801 | 201915925 | SURGICAL CENTER | IL | NA | N/A | |
| MOUPH LLC | |||||||||
| 611 W PARK STREET | URBANA | IL | 61801 | 921791534 | OUTPATIENT ORTHOPEDIC SERVICES | IL | NA | N/A | |
| RAVEN EVERGREEN CREDIT OFFSHORE FUND II LP | |||||||||
| 75 SPRING STREET 6TH FLOOR | NEW YORK | NY | 10012 | 981747373 | INVESTMENTS | NA | N/A | ||
| REHABILITATION THERAPY SERVICES LLC | |||||||||
| 416 ST MARKS CT | PEORIA | IL | 61603 | 810584193 | REHABILITATION THERAPY | IL | NA | N/A | 110 |
| THE CENTER FOR ORTHOPEDIC MEDICINE LLC RECOVERY CARE CENTER | |||||||||
| 2502B E EMPIRE ST | BLOOMINGTON | IL | 61704 | 270934895 | OUTPATIENT ORTHOPEDIC SERVICES | IL | NA | N/A | |
| THE CENTER FOR ORTHOPEDIC MEDICINE LLC SURGERY CENTER | |||||||||
| 2502B E EMPIRE ST | BLOOMINGTON | IL | 61704 | 371356453 | OUTPATIENT ORTHOPEDIC SERVICES | IL | NA | N/A | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (20 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd | Address Line1ForeignAddress/AddressLine1Txt | Address Line2ForeignAddress/AddressLine2Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BELCREST SERVICES LTD | |||||||||||||||
| 611 W PARK STREET | URBANA | IL | 61801 | 371196307 | MEDICAL SERVICES | IL | NA | C Corporation | Yes (true) | ||||||
| CARLE HEALTH JUNCTION MEDICAL LLC | |||||||||||||||
| 611 W PARK STREET | URBANA | IL | 61801 | 814609769 | CARE COORDINATION | IL | NA | C Corporation | Yes (true) | ||||||
| CARLE HEALTH PHYSICIAN PARTNERS INC | |||||||||||||||
| 611 W PARK STREET | URBANA | IL | 61801 | 850718392 | PHYSICIAN SERVICES | IL | NA | C Corporation | Yes (true) | ||||||
| CARLE HOLDING COMPANY INC | |||||||||||||||
| 611 W PARK STREET | URBANA | IL | 61801 | 371188284 | HOLDING CO. | IL | NA | C Corporation | Yes (true) | ||||||
| CARLE RESEARCH PRODUCTS INC | |||||||||||||||
| 611 W PARK STREET | URBANA | IL | 61801 | 999999999 | MEDICAL RESEARCH - INACTIVE | IL | NA | C Corporation | Yes (true) | ||||||
| CARLE RISK MANAGEMENT COMPANY | |||||||||||||||
| 611 W PARK STREET | URBANA | IL | 61801 | 371217973 | RISK MANAGEMENT | IL | NA | C Corporation | Yes (true) | ||||||
| CARLE VENTURES INC | |||||||||||||||
| 611 W PARK STREET | URBANA | IL | 61801 | 371313150 | HEALTH CARE PARTNERSHIPS | IL | NA | C Corporation | Yes (true) | ||||||
| CHA HOLDING INC | |||||||||||||||
| 3310 SOUTH FIELDS DR | CHAMPAIGN | IL | 61822 | 471854275 | HOLDING CO. | IL | NA | C Corporation | Yes (true) | ||||||
| FIRSTCAROLINACARE INSURANCE COMPANY | |||||||||||||||
| 42 MEMORIAL DR | PINEHURST | NC | 28374 | 331160597 | INSURANCE | IL | NA | C Corporation | Yes (true) | ||||||
| HEALTH ALLIANCE CONNECT INC | |||||||||||||||
| 3310 SOUTH FIELDS DR | CHAMPAIGN | IL | 61822 | 464796891 | HEALTH CARE COORDINATION | IL | NA | C Corporation | Yes (true) | ||||||
| HEALTH ALLIANCE MEDICAL PLANS INC | |||||||||||||||
| 3310 SOUTH FIELDS DR | CHAMPAIGN | IL | 61822 | 371260731 | HEALTH COVERAGE | IL | NA | C Corporation | Yes (true) | ||||||
| HEALTH ALLIANCE MIDWEST INC | |||||||||||||||
| 3310 SOUTH FIELDS DR | CHAMPAIGN | IL | 61822 | 371354502 | HEALTH COVERAGE | IL | NA | C Corporation | Yes (true) | ||||||
| HEALTH ALLIANCE NORTHWEST HEALTH PLAN | |||||||||||||||
| 820 N CHELAN AVE | WENATCHEE | WA | 98801 | 461966323 | HEALTH COVERAGE | WA | NA | C Corporation | Yes (true) | ||||||
| HEALTH ALLIANCE NORTHWEST HOLDING | |||||||||||||||
| 820 N CHELAN AVE | WENATCHEE | WA | 98801 | 461717578 | HOLDING CO. | WA | NA | C Corporation | Yes (true) | ||||||
| HEALTH PLUS INC | |||||||||||||||
| 611 W PARK STREET | URBANA | IL | 61801 | 371295532 | CONTRACTING | IL | NA | C Corporation | Yes (true) | ||||||
| HEALTH SYSTEMS INSURANCE LIMITED | |||||||||||||||
| 980638449 | INSURANCE | NA | C Corporation | Yes (true) | GOVERNORS SQUARE 2ND FLOOR BLDG 3 | 23 LIME TREE BAY AVE | GRAND CAYMAN | CJ | KY11102 | CJ | |||||
| METHODIST HEALTH VENTURES INC | |||||||||||||||
| 611 W PARK STREET | URBANA | IL | 61801 | 371140939 | HOLDING CO. | IL | NA | C Corporation | Yes (true) | ||||||
| OPTIMUM HEALTH SOLUTIONS INC | |||||||||||||||
| 611 W PARK STREET | URBANA | IL | 61801 | 205430137 | CARE COORDINATION - INACTIVE | IL | NA | C Corporation | Yes (true) | ||||||
| PEKIN PROHEALTH INC | |||||||||||||||
| 611 W PARK STREET | URBANA | IL | 61801 | 371117052 | CLINICAL OPERATIONS | IL | NA | C Corporation | Yes (true) | ||||||
| PROVIDER RESOURCE MANAGEMENT INC | |||||||||||||||
| 611 W PARK STREET | URBANA | IL | 61801 | 371223550 | PHYSICIAN SERVICES | IL | NA | C Corporation | Yes (true) | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (true) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (7 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| CARLE DEVELOPMENT FOUNDATION | ||
| C | $333,355 | BOOK |
| Carle Eureka Hospital | ||
| L | $434,770 | BOOK |
| Carle BroMenn Medical Center | ||
| L | $1,934,800 | Book |
| Health Alliance Connect Inc | ||
| L | $1,891,582 | Book |
| Health Alliance Medical Plans | ||
| L | $6,565,074 | Book |
| Healthy Systems Insurance LTD | ||
| M | $1,831,898 | Book |
| Carle Foundation Hospital | ||
| S | $234,019 | Book |
Comments