2025-11-14T18:33:24+00:00 2024-12-31 346565596 ERNST & YOUNG US LLP 835 N COLLEGE AVENUE INDIANAPOLIS IN 46202 990 2024-01-01 850703768 Carle West Physician Group Inc CARL 2173833311 611 W PARK STREET URBANA IL 61801 DENNIS HESCH EXEC VP & CFO 2173833311 2025-11-15 true true Jennifer D Rhoderick P00395735 3176817000 2025-11-11 2024 2025-03-06 01:10:19Z DENNIS HESCH EXEC VP & CFO 611 W PARK STREET URBANA IL 61801 72278917 false X www.carle.org X 2020 IL To be the trusted partner in all healthcare decisions and improve health by providing highly accessible, world-class care and services. 6 4 493 9 0 956119 403075 60388916 71824098 6 -24 748220 50035 62093261 72277184 7500 0 0 78079542 93423781 0 0 36982717 39062867 115069759 132486648 -52976498 -60209464 8947797 9246094 9930481 12646100 -982684 -3400006 TO BE THE TRUSTED PARTNER IN ALL HEALTHCARE DECISIONS AND IMPROVE HEALTH BY PROVIDING HIGHLY ACCESSIBLE, WORLD-CLASS CARE AND SERVICES. false false 120158619 0 71874133 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. 120158619 true true false true false false false false false false true false false true true true false true false false false false false false false false false false false true false false false false false false false false false false false false false false false true true true false false true 26 0 true 493 true false false false false false false false false false false false false X 6 4 true false false false true true true true true false false false true true true true true true false false false false IL X X DENNIS HESCH EXEC VP & CFO 2173833311 611 W PARK STREET URBANA IL 61801 MARK CZYS VICE CHAIR 0.1 1.9 X X 0 0 0 PAUL TUCKER PHD CHAIR 1.0 6.0 X X 0 0 0 URETZ OLIPHANT MD SECRETARY/TREASURER 1.0 39.0 X X 0 131034 7632 AJA LYSTILA MD BOARD MEMBER // PHYSICIAN 0.1 39.9 X 0 475149 58450 JAMES STEVENSON BOARD MEMBER 0.1 4.9 X 0 0 0 MICHAEL DEVOCELLE BOARD MEMBER 0.1 1.1 X 0 0 0 DENNIS HESCH OFFICER - EVP, CHIEF FINANCE & STRATEGY OFFICER 2.0 38.0 X 0 1175111 332566 JAMES C LEONARD MD OFFICER - PRESIDENT & CEO 0.5 39.5 X 0 2298226 50256 MATTHEW KOLB JD MHA OFFICER - PRESIDENT, CARLE HEALTH REGIONS // EVP, COO 1.0 39.0 X 0 1418629 333703 NAPOLEON KNIGHT MD MBA OFFICER - EVP, CHIEF MEDICAL OFFICER 1.0 39.0 X 0 1091552 41194 AARON TRAEGER MD ASSOCIATE MEDICAL DIRECTOR 1.0 39.0 X 715029 0 58712 AMANDA SMITH VP, BROMENN & EUREKA AMBULATORY CARE 2.0 38.0 X 275353 0 60516 BROOK FISHER DIRECTOR, REVENUE CYCLE DENIALS 3.0 37.0 X 0 172634 43126 JOHN WIELAND MD ASSOCIATE CHIEF MEDICAL OFFICER, BROMENN & EUREKA 0.0 40.0 X 0 619107 57598 KENNETH ARONSON MD Medical Director 1.0 39.0 X 0 718772 50376 LAUREN SCHMID MBA EVP, CHIEF HUMAN RESOURCES OFFICER 1.0 39.0 X 0 878588 105168 NICHOLAS CROMPTON VP, CONSTRUCTION & FACILITY SERVICES 1.0 39.0 X 0 303209 84556 EMILIO NARDONE MD PHYSICIAN - NEUROSURGERY 40.0 0.0 X 2438753 0 37514 JASON SEIBLY DO PHYSICIAN - NEUROSURGERY 40.0 0.0 X 1264663 0 28530 JEROME OAKEY MD PHYSICIAN - HAND, ORTHOPEDICS & SPORTS MEDICINE 40.0 0.0 X 1191412 0 59394 JOSEPH NEWCOMER MD PHYSICIAN - ORTHOPEDICS & SPORTS MEDICINE 40.0 0.0 X 1025653 0 61650 JOSEPH NOVOTNY MD PHYSICIAN - ORTHOPEDICS & SPORTS MEDICINE 40.0 0.0 X 1158779 0 58450 8069642 9282011 1529391 194 false true false ON LINE RADIOLOGY MEDICAL GROUP PO BOX 207965 DALLAS TX 753207965 MEDICAL IMAGING SERVICES 1538065 WEATHERBY LOCUMS PO BOX 972633 DALLAS TX 753972633 PHYSICIAN STAFFING 1069742 FLOYD LEE LOCUMS INC 4900 OHEAR AVE STE 106 NORTH CHARLESTON SC 29405 PHYSICIAN STAFFING 781667 ENDOVASCULARNEURO LLC 11 LEXIS COURT BLOOMINGTON IL 61704 PHYSICIAN SERVICES 604682 EPIC PHYSICIAN STAFFING 7665 DAVIE ROAD EXTENSION STE 201 HOLLYWOOD FL 33024 PHYSICIAN STAFFING 585884 18 333355 69720 403075 PATIENT SERVICE REVENUE 621110 69447085 69447085 OTHER PHYSICIAN/PROG REV 621110 2377013 2377013 0 0 0 0 71824098 0 0 1709 1733 0 -24 -24 -24 DEPOSITION PAYMENTS 900099 41325 41325 INTEREST ON BILLED ACCOUNTS 561440 4154 4154 CHPP INCENTIVE 900099 3680 3680 876 876 0 0 50035 72277184 71874133 0 -24 1043667 1043667 80690052 76238771 4451281 3375668 3065096 310572 4290962 4138611 152351 4023432 3504324 519108 348 348 8957408 8957018 390 0 4384 4384 568205 490832 77373 114096 93344 20752 1600152 1367312 232840 119642 119349 293 361473 361473 652640 652640 2006904 2652 2004252 INTERNAL MANAGEMENT FEES 19986587 15452644 4533943 PATIENT CARE SUPPLIES 4240914 4240914 RECRUITMENT 230574 210574 20000 EMPLOYEE RELOCATION 217500 217500 2040 1898 142 0 132486648 120158619 12328029 0 2190 1990 5427545 6412081 0 0 0 0 272518 254072 207135 31080 3872843 2078010 2286371 1794833 0 0 752038 752038 8947797 9246094 9178443 11894062 0 0 752038 752038 9930481 12646100 X -982684 -3400006 -982684 -3400006 8947797 9246094 X -60209464 57792142 X X false true true false X 1180330 1121340 21449 956119 403075 3682313 12471446 39571716 49361252 61137142 71874133 234415689 0 0 0 13651776 40693056 49382701 62093261 72277208 238098002 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 238098002 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 13651776 40693056 49382701 62093261 72277208 238098002 X 0 0 0 0 Schedule A, Part III LINE 7A & 7B 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. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false false true 348 348 false Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY 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 3225830 1837746 1388084 647013 240264 406749 1794833 DEFERRED COMP PLAN ASSETS 752038 752038 Federal Income Taxes DEFERRED COMP PLAN LIABILITY 752038 752038 X 0 0 0 0 0 0 0 0 0 0 0 0 Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote THE GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES PRESCRIBES A MORE-LIKELY-THAN-NOT RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR FINANCIAL STATEMENTS RECOGNITION OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN. THERE WERE NO UNCERTAIN TAX BENEFITS IDENTIFIED OR RECORDED AS A LIABILITY AS OF DECEMBER 31, 2024 AND 2023. false true false false false false false false false AJA LYSTILA MD BOARD MEMBER // PHYSICIAN 0 423316 0 48622 0 3211 0 27678 0 30772 0 533599 0 0 JAMES C LEONARD MD OFFICER - PRESIDENT & CEO 0 1805832 0 0 0 492394 0 27678 0 22578 0 2348482 0 462357 DENNIS HESCH OFFICER - EVP, CHIEF FINANCE & STRATEGY OFFICER 0 1145424 0 0 0 29687 0 306265 0 26301 0 1507677 0 0 MATTHEW KOLB JD MHA OFFICER - PRESIDENT, CARLE HEALTH REGIONS // EVP, COO 0 1119849 0 0 0 298780 0 302587 0 31116 0 1752332 0 269019 NAPOLEON KNIGHT MD MBA OFFICER - EVP, CHIEF MEDICAL OFFICER 0 832803 0 0 0 258749 0 27678 0 13516 0 1132746 0 229062 LAUREN SCHMID MBA EVP, CHIEF HUMAN RESOURCES OFFICER 0 711410 0 0 0 167178 0 74631 0 30537 0 983756 0 137552 JOHN WIELAND MD ASSOCIATE CHIEF MEDICAL OFFICER, BROMENN & EUREKA 0 568791 0 25000 0 25316 0 27678 0 29920 0 676705 0 0 AARON TRAEGER MD ASSOCIATE MEDICAL DIRECTOR 669377 0 19633 0 26019 0 27678 0 31034 0 773741 0 0 0 AMANDA SMITH VP, BROMENN & EUREKA AMBULATORY CARE 273265 0 0 0 2088 0 41897 0 18619 0 335869 0 0 0 KENNETH ARONSON MD Medical Director 0 634032 0 58303 0 26437 0 27678 0 22698 0 769148 0 0 NICHOLAS CROMPTON VP, CONSTRUCTION & FACILITY SERVICES 0 299356 0 0 0 3853 0 50322 0 34234 0 387765 0 0 BROOK FISHER DIRECTOR, REVENUE CYCLE DENIALS 0 165259 0 0 0 7375 0 10854 0 32272 0 215760 0 0 EMILIO NARDONE MD PHYSICIAN - NEUROSURGERY 2258029 0 155511 0 25213 0 27678 0 9836 0 2476267 0 0 0 JASON SEIBLY DO PHYSICIAN - NEUROSURGERY 1167540 0 71910 0 25213 0 27678 0 852 0 1293193 0 0 0 JEROME OAKEY MD PHYSICIAN - HAND, ORTHOPEDICS & SPORTS MEDICINE 1101586 0 64463 0 25363 0 27678 0 31716 0 1250806 0 0 0 JOSEPH NOVOTNY MD PHYSICIAN - ORTHOPEDICS & SPORTS MEDICINE 1081069 0 52385 0 25325 0 27678 0 30772 0 1217229 0 0 0 JOSEPH NEWCOMER MD PHYSICIAN - ORTHOPEDICS & SPORTS MEDICINE 951768 0 44672 0 29213 0 27678 0 33972 0 1087303 0 0 0 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). 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. CARLE BROMENN MEDICAL CENTER 611 W PARK STREET URBANA IL 61801 850682363 HOSPITAL SERVICES IL 501(c)(3) 3 CHCR true CARLE COMMUNITY HEALTH CORPORATION 611 W PARK STREET URBANA IL 61801 364458371 FNDN MISSION IL 501(c)(3) Type I CDF true CARLE DEVELOPMENT FOUNDATION 611 W PARK STREET URBANA IL 61801 371159978 FUNDRAISING IL 501(c)(3) 7 TCF true CARLE EUREKA HOSPITAL 611 W PARK STREET URBANA IL 61801 850688306 HOSPITAL SERVICES IL 501(c)(3) 3 CHCR true CARLE HEALTH - CENTRAL REGION 611 W PARK STREET URBANA IL 61801 990548510 GOVERNANCE/OVERSIGHT IL 501(c)(3) Type III-FI TCF true CARLE HEALTH - EAST REGION 611 W PARK STREET URBANA IL 61801 990582680 GOVERNANCE/OVERSIGHT IL 501(c)(3) Type III-FI TCF true CARLE HEALTH - SOUTH REGION 611 W PARK STREET URBANA IL 61801 990614340 GOVERNANCE/OVERSIGHT IL 501(c)(3) Type III-FI TCF true CARLE HEALTH - WEST REGION 611 W PARK STREET URBANA IL 61801 371111135 GOVERNANCE/OVERSIGHT IL 501(c)(3) Type III-FI TCF true CARLE HEALTH CARE INCORPORATED 611 W PARK STREET URBANA IL 61801 371140016 VARIOUS MEDICAL SERVICES IL 501(c)(3) 10 TCF true CARLE RETIREMENT CENTERS INC 611 W PARK STREET URBANA IL 61801 371160033 RETIREMENT LIVING IL 501(c)(3) 10 TCF true CRIS HEALTHY AGING 611 W PARK STREET URBANA IL 61801 370948852 SENIOR CITIZEN SERVICES IL 501(c)(3) 7 CHCI true HOOPESTON COMMUNITY MEMORIAL HOSPITAL 611 W PARK STREET URBANA IL 61801 363637465 HOSPITAL SERVICES IL 501(c)(3) 3 CHER true HULT CENTER FOR HEALTHY LIVING INC 611 W PARK STREET URBANA IL 61801 363510390 WELLNESS SERVICES IL 501(c)(3) 7 PH true HUMAN SERVICE CENTER 611 W PARK STREET URBANA IL 61801 371004882 BEHAVIORAL HEALTH SERVICES IL 501(c)(3) 7 TP true METHODIST MEDICAL CENTER FOUNDATION 611 W PARK STREET URBANA IL 61801 510186460 FUNDRAISING IL 501(c)(3) 7 CHWR true METHODIST MEDICAL CENTER OF ILLINOIS 611 W PARK STREET URBANA IL 61801 370661223 HOSPITAL SERVICES IL 501(c)(3) 3 CHWR true METHODIST SERVICES INC 611 W PARK STREET URBANA IL 61801 371111134 PROPERTY HOLDING CO. IL 501(c)(3) PF CHWR true PARK COURT LIMITED 611 W PARK STREET URBANA IL 61801 371178386 PROPERTY HOLDING CO. IL 501(c)(3) Type II CHWR true PEKIN MEMORIAL HOSPITAL 611 W PARK STREET URBANA IL 61801 370692351 HOSPITAL SERVICES IL 501(c)(3) 3 CHWR true PRAIRIE VIEW VILLAS NO 1 611 W PARK STREET URBANA IL 61801 261755679 HOUSING SERVICES IL 501(c)(3) 7 TMHC true PROCTOR HEALTH SYSTEMS 611 W PARK STREET URBANA IL 61801 364147437 PHYSICIAN SERVICES IL 501(c)(3) 3 CHWR true PROCTOR HOSPITAL 611 W PARK STREET URBANA IL 61801 370681540 HOSPITAL SERVICES IL 501(c)(3) 3 CHWR true RICHLAND MEMORIAL HOSPITAL INC 611 W PARK STREET URBANA IL 61801 371363001 HOSPITAL SERVICES IL 501(c)(3) 3 CHSR true TAZWOOD MENTAL HEALTH CENTER INC 611 W PARK STREET URBANA IL 61801 371278969 BEHAVIORAL HEALTH SERVICES IL 501(c)(3) 7 TP 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 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 true TRILLIUM PLACE 611 W PARK STREET URBANA IL 61801 834051901 BEHAVIORAL HEALTH SERVICES IL 501(c)(3) Type II CHWR true 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 110 PEORIA IL 61603 810584193 REHABILITATION THERAPY IL NA N/A THE CENTER FOR ORTHOPEDIC MEDICINE LLC RECOVERY CARE CENTER 2502B E EMPIRE ST BLOOMINGTON IL 61704 270934895 OUTPATIENT ORTHOPEDIC SERVICES IL NA N/A THE CENTER FOR ORTHOPEDIC MEDICINE LLC SURGERY CENTER 2502B E EMPIRE ST BLOOMINGTON IL 61704 371356453 OUTPATIENT ORTHOPEDIC SERVICES IL NA N/A BELCREST SERVICES LTD 611 W PARK STREET URBANA IL 61801 371196307 MEDICAL SERVICES IL NA C Corporation true CARLE HEALTH JUNCTION MEDICAL LLC 611 W PARK STREET URBANA IL 61801 814609769 CARE COORDINATION IL NA C Corporation true CARLE HEALTH PHYSICIAN PARTNERS INC 611 W PARK STREET URBANA IL 61801 850718392 PHYSICIAN SERVICES IL NA C Corporation true CARLE HOLDING COMPANY INC 611 W PARK STREET URBANA IL 61801 371188284 HOLDING CO. IL NA C Corporation true CARLE RESEARCH PRODUCTS INC 611 W PARK STREET URBANA IL 61801 999999999 MEDICAL RESEARCH - INACTIVE IL NA C Corporation true CARLE RISK MANAGEMENT COMPANY 611 W PARK STREET URBANA IL 61801 371217973 RISK MANAGEMENT IL NA C Corporation true CARLE VENTURES INC 611 W PARK STREET URBANA IL 61801 371313150 HEALTH CARE PARTNERSHIPS IL NA C Corporation true CHA HOLDING INC 3310 SOUTH FIELDS DR CHAMPAIGN IL 61822 471854275 HOLDING CO. IL NA C Corporation true FIRSTCAROLINACARE INSURANCE COMPANY 42 MEMORIAL DR PINEHURST NC 28374 331160597 INSURANCE IL NA C Corporation true HEALTH ALLIANCE CONNECT INC 3310 SOUTH FIELDS DR CHAMPAIGN IL 61822 464796891 HEALTH CARE COORDINATION IL NA C Corporation true HEALTH ALLIANCE MEDICAL PLANS INC 3310 SOUTH FIELDS DR CHAMPAIGN IL 61822 371260731 HEALTH COVERAGE IL NA C Corporation true HEALTH ALLIANCE MIDWEST INC 3310 SOUTH FIELDS DR CHAMPAIGN IL 61822 371354502 HEALTH COVERAGE IL NA C Corporation true HEALTH ALLIANCE NORTHWEST HEALTH PLAN 820 N CHELAN AVE WENATCHEE WA 98801 461966323 HEALTH COVERAGE WA NA C Corporation true HEALTH ALLIANCE NORTHWEST HOLDING 820 N CHELAN AVE WENATCHEE WA 98801 461717578 HOLDING CO. WA NA C Corporation true HEALTH PLUS INC 611 W PARK STREET URBANA IL 61801 371295532 CONTRACTING IL NA C Corporation true HEALTH SYSTEMS INSURANCE LIMITED GOVERNORS SQUARE 2ND FLOOR BLDG 3 23 LIME TREE BAY AVE GRAND CAYMAN CJ KY11102 980638449 INSURANCE CJ NA C Corporation true METHODIST HEALTH VENTURES INC 611 W PARK STREET URBANA IL 61801 371140939 HOLDING CO. IL NA C Corporation true OPTIMUM HEALTH SOLUTIONS INC 611 W PARK STREET URBANA IL 61801 205430137 CARE COORDINATION - INACTIVE IL NA C Corporation true PEKIN PROHEALTH INC 611 W PARK STREET URBANA IL 61801 371117052 CLINICAL OPERATIONS IL NA C Corporation true PROVIDER RESOURCE MANAGEMENT INC 611 W PARK STREET URBANA IL 61801 371223550 PHYSICIAN SERVICES IL NA C Corporation true false false true false false false false false false false true true true false false true false false true CARLE DEVELOPMENT FOUNDATION C 333355 BOOK Carle Eureka Hospital L 434770 BOOK Carle BroMenn Medical Center L 1934800 Book Health Alliance Connect Inc L 1891582 Book Health Alliance Medical Plans L 6565074 Book Healthy Systems Insurance LTD M 1831898 Book Carle Foundation Hospital S 234019 Book