CARLE DEVELOPMENT FOUNDATION: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- CARLE DEVELOPMENT FOUNDATION (EIN 37-1159978)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-14
- IRS object ID
- 201613199349311416
- Schema version
- 2015v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-14T17:48:17-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 MONUMENT CIRCLE SUITE 4000 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 371159978 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Carle Development Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % DENNIS HESCH EXEC VP & CFO | InCareOfNm |
| 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 | 2016-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENNIFER D RHODERICK | PreparerPersonNm |
| PTIN | P00395735 | PTIN |
| Phone | 3176817000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Dennis Hesch Exec VP CFO | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 611 W PARK ST | AddressLine1Txt |
| City | URBANA | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 61801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $8,326,844 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CARLE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1982 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | TO RAISE FUNDS TO SUPPORT THE CARLE FOUNDATION MISSION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 15 | TotalEmployeeCnt |
| Total Volunteers | 1 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $7,523,197 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,051,750 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $509,354 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,022,642 | CYInvestmentIncomeAmt |
| PY Other Revenue | $24,175 | PYOtherRevenueAmt |
| CY Other Revenue | $40,075 | CYOtherRevenueAmt |
| PY Total Revenue | $8,056,726 | PYTotalRevenueAmt |
| CY Total Revenue | $4,114,467 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,796,275 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,873,564 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $881,277 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $863,095 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,185,224 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $454,022 | PYOtherExpensesAmt |
| CY Other Expenses | $331,370 | CYOtherExpensesAmt |
| PY Total Expenses | $3,131,574 | PYTotalExpensesAmt |
| CY Total Expenses | $3,068,029 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $4,925,152 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,046,438 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $22,167,228 | TotalAssetsBOYAmt |
| Total Assets EOY | $22,005,021 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $314,177 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $286,691 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $21,853,051 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $21,718,330 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO RAISE FUNDS FROM THE PUBLIC AND OTHER SOURCES, MAINTAIN THOSE FUNDS AND, AS APPROPRIATE, EXPEND PRINCIPAL AND INCOME TO SUPPORT THE CARLE FOUNDATION MISSION, WHICH IS TO PROVIDE HIGH QUALITY HEALTH CARE, ADVANCE MEDICAL RESEARCH AND EDUCATION IN CENTRAL ILLINOIS. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $250,000 | ExpenseAmt |
| Grant | $250,000 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | INPATIENT REHAB - THE Carle FOUNDATION HOSPITAL will soon have a renovated and expanded rehabilitation space in the Hospital to serve patients recovering from a devastating injury or illness. The first phase of the renovation on the new Elizabeth C. Hosick Rehabilitation Center was completed in 2015 with the second phase to be completed in 2017. This state-of-the-art unit includes more square footage, all private patient rooms, a low-distraction gym and an upgraded patient/family waiting area. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $188,231 | ExpenseAmt |
| Grant | $188,231 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | CARLE AUXILIARY GUEST HOUSE - The Carle Guest House is a home away from home for families of critically ill or injured hospital patients. Since January 2003, more than 22,000 guests have been welcomed at the Guest House. Charitable donations are used to cover the operational costs of the Guest House, keeping the cost of the service free to guests, family and friends who want to be close to their hospitalized loved ones. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $183,982 | ExpenseAmt |
| Grant | $183,982 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | PEDIATRICS/CHILD LIFE - Every year, thousands of children receive care at Carle. In 2015, charitable gifts purchased a pediatric isolette and ventilator for patient transports. When children are admitted to The Carle Foundation Hospital, our Child Life Specialists help these sick or injured children cope with their healthcare experiences. Charitable gifts provide the tools our specialists use every day, including toys and games, movies, gaming systems, art supplies and craft kits. A program called Prescription to Read uses donations to provide age-appropriate books to children in pediatrician offices at Carle. Donations also purchased emergency epinephrine cabinets for 70 schools within Champaign County. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,251,351 | ExpenseAmt |
| Grant | $1,251,351 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | VARIOUS PROGRAM SERVICES TO SUPPORT | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,251,351 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $1,251,351 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $0 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $1,873,564 | 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 |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | 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 | 17 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 15 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DENNIS HESCH EXEC VP CFO | PersonNm |
| Phone | 2173833311 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 611 W PARK ST | AddressLine1Txt |
| City | URBANA | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 61801 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (18 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 |
|---|---|---|---|---|---|---|---|---|
| Donna Greene | ||||||||
| Chair of Board | 0.2 | 2.75 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Mary McGrath | ||||||||
| Vice Chair of Board | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $6,000 | $0 | |
| VB Leister | ||||||||
| Secretary of Board | 0.5 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Joseph Barkmeier MD | ||||||||
| Trustee | 0.5 | 39.5 | Yes (X) | $0 | $360,789 | $87,922 | ||
| Van Dukeman | ||||||||
| Trustee | 0.2 | 0.15 | Yes (X) | $0 | $0 | $0 | ||
| Tom Harrington Jr | ||||||||
| Trustee | 0.2 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Marty Smith | ||||||||
| Trustee | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Rick Stephens | ||||||||
| Trustee | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| R Bruce Wellman MD | ||||||||
| Trustee | 0.2 | 39.8 | Yes (X) | $0 | $671,645 | $24,185 | ||
| Phillip Blankenburg | ||||||||
| Trustee | 1.0 | 1.4 | Yes (X) | $0 | $0 | $0 | ||
| Guy Hall | ||||||||
| Ex Officio of Bd | 0.2 | 6.0 | Yes (X) | $0 | $0 | $0 | ||
| James C Leonard MD | ||||||||
| Ex Officio of Bd, Pres & CEO | 2.0 | 38.0 | Yes (X) | Yes (X) | $0 | $2,019,291 | $460,012 | |
| Sandra Pinter | ||||||||
| Ex Officio of Bd | 0.15 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Jan Kiley | ||||||||
| Ex Officio of Bd | 0.25 | 0.0 | Yes (X) | $2,850 | $6,600 | $0 | ||
| John Snyder | ||||||||
| Exec VP & COO | 1.0 | 39.0 | Yes (X) | $0 | $1,191,997 | $276,330 | ||
| Dennis Hesch | ||||||||
| Exec VP & CFO | 1.0 | 39.0 | Yes (X) | $0 | $995,505 | $243,060 | ||
| Laurence Fallon | ||||||||
| Exec VP-Legal Affairs & HR | 1.0 | 39.0 | $0 | $750,214 | $192,695 | Yes (X) | ||
| Linda Jones | ||||||||
| VP- Fund Development | 30.0 | 10.0 | $302,830 | $0 | $69,462 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $305,680 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $6,002,041 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,353,666 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NONE | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Address | ContractorAddress |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $328,193 | FundraisingAmt |
| Related Organizations | $1,207,716 | RelatedOrganizationsAmt |
| All Other Contributions | $1,515,841 | AllOtherContributionsAmt |
| Noncash Contributions | $57,658 | NoncashContributionsAmt |
| Total Contributions | $3,051,750 | TotalContributionsAmt |
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $264,636 | TotalRevenueColumnAmt |
| Exclusion | $264,636 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,915,878 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,157,872 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $758,006 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $758,006 | TotalRevenueColumnAmt |
| Exclusion | $758,006 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $62,580 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $328,193 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $54,505 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,075 | TotalRevenueColumnAmt |
| Exclusion | $8,075 | ExclusionAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FARM LEASE INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $32,000 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $32,000 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $32,000 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,114,467 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,062,717 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,732,858 | TotalAmt |
| Program Services | $1,732,858 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $140,706 | TotalAmt |
| Program Services | $140,706 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $375,142 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $375,142 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,850 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $2,850 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $326,519 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $326,519 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,583 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $49,583 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,107 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $67,107 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,894 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $41,894 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,049 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $5,049 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,780 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $25,780 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $96,052 | TotalAmt |
| Fundraising | $96,052 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,262 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $32,262 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,271 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $55,271 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,136 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $31,136 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,536 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $61,536 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,351 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $2,351 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,028 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $1,028 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,664 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $3,664 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $712 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $712 | FundraisingAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ALL OTHER EXPENSES | Desc |
| Total | $16,529 | TotalAmt |
| Management And General | $9,241 | ManagementAndGeneralAmt |
| Fundraising | $7,288 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,068,029 | TotalAmt |
| Program Services | $1,873,564 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $1,185,224 | FundraisingAmt |
Total Joint Costs TotalJointCostsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $226,726 | BOYAmt |
| EOY | $263,692 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,456,334 | BOYAmt |
| EOY | $2,220,218 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | 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 |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| 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 | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,256 | BOYAmt |
| EOY | $2,298 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $563,086 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $91,241 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $469,263 | BOYAmt |
| EOY | $471,845 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,728,508 | BOYAmt |
| EOY | $16,963,768 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,151,587 | BOYAmt |
| EOY | $1,284,048 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,132,554 | BOYAmt |
| EOY | $799,152 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,167,228 | BOYAmt |
| EOY | $22,005,021 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $138,622 | BOYAmt |
| EOY | $135,130 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $175,555 | BOYAmt |
| EOY | $151,561 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $314,177 | BOYAmt |
| EOY | $286,691 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,335,463 | BOYAmt |
| EOY | $9,352,069 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,647,607 | BOYAmt |
| EOY | $10,247,402 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,869,981 | BOYAmt |
| EOY | $2,118,859 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,853,051 | BOYAmt |
| EOY | $21,718,330 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,167,228 | BOYAmt |
| EOY | $22,005,021 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,046,438 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$1,029,833 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Investment Expense | $0 | InvestmentExpenseAmt |
| Prior Period Adjustments | $0 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | -$151,326 | 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 |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,392,196 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,365,681 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,735,775 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,881,394 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,051,750 | CurrentTaxYearAmt |
| Total | $16,426,796 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,392,196 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,365,681 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,735,775 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,881,394 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,051,750 | CurrentTaxYearAmt |
| Total | $16,426,796 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $3,149,288 | SubstantialContributorsTotAmt |
| Public Support Total170 | $13,277,508 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $217,593 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $197,305 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $161,497 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $192,489 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $264,636 | CurrentTaxYearAmt |
| Total | $1,033,520 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $30,281 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $38,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $32,000 | CurrentTaxYearAmt |
| Total | $100,281 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $17,560,597 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $329,147 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.75610 | PublicSupportCY170Pct |
| Public Support PY170 | 0.72918 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbyingGrp | |
| Total Direct Lobbying | TotalDirectLobbyingGrp | |
| Total Lobbying Expend | TotalLobbyingExpendGrp | |
| Other Exempt Purpose Expend | OtherExemptPurposeExpendGrp | |
| Total Exempt Purpose Expend | TotalExemptPurposeExpendGrp | |
| Lobbying Nontaxable Amount | LobbyingNontaxableAmountGrp | |
| Grassroots Nontaxable | GrassrootsNontaxableGrp | |
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp | |
| Volunteers | false | VolunteersInd |
| Paid Staff Or Management | false | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Media Advertisements | $0 | MediaAdvertisementsAmt |
| Mailings Members | false | MailingsMembersInd |
| Mailings Members | $0 | MailingsMembersAmt |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Publications Or Broadcast | $0 | PublicationsOrBroadcastAmt |
| Grants Other Organizations | Yes (true) | GrantsOtherOrganizationsInd |
| Grants Other Organizations | $73 | GrantsOtherOrganizationsAmt |
| Direct Contact Legislators | false | DirectContactLegislatorsInd |
| Direct Contact Legislators | $0 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Rallies Demonstrations | $0 | RalliesDemonstrationsAmt |
| Other Activities | false | OtherActivitiesInd |
| Other Activities | $0 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $73 | 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 1I | FormAndLineReferenceDesc |
| Explanation | Description of grants to other organizations for lobbying purposes $73 - Portion of Association for Healthcare Philanthropy dues attributed to lobbying. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,869,981 | BeginningYearBalanceAmt |
| Contributions | $248,878 | ContributionsAmt |
| End Year Balance | $2,118,859 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,762,802 | BeginningYearBalanceAmt |
| Contributions | $107,179 | ContributionsAmt |
| End Year Balance | $1,869,981 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,632,324 | BeginningYearBalanceAmt |
| Contributions | $130,478 | ContributionsAmt |
| End Year Balance | $1,762,802 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,250,909 | BeginningYearBalanceAmt |
| Contributions | $382,849 | ContributionsAmt |
| Administrative Expenses | $1,434 | AdministrativeExpensesAmt |
| End Year Balance | $1,632,324 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,172,145 | BeginningYearBalanceAmt |
| Contributions | $78,764 | ContributionsAmt |
| End Year Balance | $1,250,909 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $435,064 | OtherCostOrOtherBasisAmt |
| Book Value | $435,064 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Buildings | BuildingsGrp | |
| Leasehold Improvements | LeaseholdImprovementsGrp |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $121,142 | OtherCostOrOtherBasisAmt |
| Depreciation | $91,241 | DepreciationAmt |
| Book Value | $29,901 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,880 | OtherCostOrOtherBasisAmt |
| Book Value | $6,880 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $471,845 | TotalBookValueLandBuildingsAmt |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Limited Partnerships and Hedge | Desc |
| Book Value | $1,284,048 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $1,284,048 | TotalBookValueSecuritiesAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Annuities payable | Desc |
| Amt | $151,561 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $151,561 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PART V, LINE 4 | THE ORGANIZATION HAD twenty ENDOWMENTS, RANGING IN AMOUNTS FROM APPROXIMATELY $20K TO $399K. THE PURPOSES DESIGNATED BY THE DONORS VARIED, BUT CONSISTED OF SUPPORT FOR CANCER RESEARCH, THE CARLE GUEST HOUSE, CONTINUED EDUCATION FOR VARIOUS PROFESSIONAL STAFF AND OTHER HEALTHCARE RELATED PURPOSES. |
| SCHEDULE D, PART X, LINE 2 | FIN 48 (ASC740) FOOTNOTE THE GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES PRESCRIBES A MORE-LIKELY-THAN-NOT RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR FINANCIAL STATEMENTS RECOGNITION OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN. THERE WERE NO UNCERTAIN TAX BENEFITS IDENTIFIED OR RECORDED AS A LIABILITY AS OF DECEMBER 31, 2015 AND 2014. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|
| Central America and the Caribbean | Program services | Cleft Palate Mssn Trip | $34,250 |
| Central America and the Caribbean | Program services | Midwives to Haiti | $1,142 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Spent | $35,392 | SubtotalSpentAmt |
| Total Spent | $35,392 | TotalSpentAmt |
| Transfer To Foreign Corp | false | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | false | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule F, Part V Disclosure | Schedule F, Part I, Line 3 (1) In 2015, the Carle Development Foundation provided assistance in the amount of $34,250.19 for a cleft palate mission trip. These funds primarily covered travel and lodging expenses for the team as well as medications. The mission trip team travelled to Coya, Peru in October 2015 and worked at the Kausay Wasi Health Clinic. The team consisted of 15 people in various medical and administrative capacities. The team saw approximately 80 patients and completed 23 surgeries on the cleft palate mission trip. |
| Schedule F, Part V Disclosure | Schedule F, Part I, Line 3 (2) In 2015, the Carle Development Foundation provided assistance in the amount of $1,142.36 for a mission trip to Haiti from October 3 through 17. A Carle midwife and two Carle labor and delivery nurses traveled to Hinche, Haiti, where they worked in conjunction with Midwives for Haiti to provide prenatal and postpartum care, deliver babies, teach midwifery students and assist with mobile clinics. The funds covered much-needed medications and supplies. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Golf Outing | Event1Nm |
| Gross Receipts Event1 | $298,025 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $243,750 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $54,275 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $900 | CashPrizesEvent1Amt |
| Non Cash Prizes Event1 | $13,045 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $11,300 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $16,831 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $4,198 | OtherDirectExpensesEvent1Amt |
| Event2 | CORE INSYNc | Event2Nm |
| Gross Receipts Event2 | $22,484 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $15,459 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $7,025 | GrossRevenueEvent2Amt |
| Non Cash Prizes Event2 | $180 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $163 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $6,557 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $449 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $7,684 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $6,404 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $1,280 | GrossRevenueOtherEventsAmt |
| Non Cash Prizes Other Events | $73 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $338 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $97 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $300 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $74 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $328,193 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $265,613 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $62,580 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $900 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $13,298 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $11,801 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $23,485 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $300 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $4,721 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $54,505 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $8,075 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|---|---|---|---|---|---|
| UNIVERSITY OF ILLINOIS | ||||||||||
| 506 S MATHEWS AVE | URBANA | IL | 61801 | 376000511 | 501(c)(3) | $23,833 | Greenberg research/Condit fel | |||
| Carle Health Care Incorporated | ||||||||||
| 611 W Park St | Urbana | IL | 61801 | 371140016 | 501(c)(3) | PATIENT SUPPORT & EDUCATION | $205,990 | FMV | PATIENT SUPPORT | |
| THE CARLE FOUNDATION HOSPITAL | ||||||||||
| 611 W Park St | Urbana | IL | 61801 | 371119538 | 501(c)(3) | PATIENT SUPPORT & EDUCATION | $595,970 | Other | PATIENT ASST | |
| THE CARLE FOUNDATION HOSPITAL | ||||||||||
| 611 W PARK ST | URBANA | IL | 61801 | 371119538 | 501(c)(3) | $801,854 | Program support and research | $0 | ||
| THE CARLE FOUNDATION | ||||||||||
| 611 W PARK ST | URBANA | IL | 61801 | 370673465 | 501(C)(3) | $331,666 | INTERNAL FUNDING | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 5 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (4 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|---|
| Educational Scholarships | 16 | $15,055 | |||
| Medical Education | 126 | $57,640 | FMV | medical eduCATION | |
| Medical Education | 114 | $66,711 | FMV | ||
| Patient Assistance | 52 | $1,300 | FMV | eyeglasses |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Form 990, Schedule I | FormAndLineReferenceDesc |
| Explanation | DESCRIPTION OF ORGANIZATION'S PROCEDURES FOR MONITORING THE USE OF GRANTS THE MAJORITY OF THE GRANTS ARE FOR THE CARLE FOUNDATION AND ITS AFFILIATES AND/OR THE COMMUNITY IN WHICH IT IS LOCATED. ANYONE WISHING TO REQUEST FUNDS IS REQUIRED TO COMPLETE A REQUEST FORM FROM THE CARLE DEVELOPMENT FOUNDATION. THE FORM REQUIRES A DETAILED DESCRIPTION OF THE PURPOSE FOR THE CURRENT FUNDING AMONG OTHER ITEMS SUCH AS REQUESTOR'S NAME, AMOUNT OF THE REQUEST, ETC. THE REQUESTS ARE REVIEWED BY THE APPROPRIATE FUND DEVELOPMENT STAFF TO DETERMINE IF THERE ARE FUNDS AVAILABLE FOR THE NOTED PURPOSE AND TO EVALUATE THE OVERALL REASONABLENESS OF THE REQUEST. THE REQUESTS ARE APPROVED BY THE MANAGER OR VICE PRESIDENT OF FUND DEVELOPMENT PRIOR TO FUNDING. ACCOUNTING THEN PROCESSES PROPERLY APPROVED REQUESTS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Joseph Barkmeier MD | ||||||||||||||
| Trustee | $0 | $260,805 | $0 | $58,459 | $0 | $41,525 | $0 | $75,984 | $0 | $11,938 | $0 | $448,711 | $0 | $34,418 |
| R Bruce Wellman MD | ||||||||||||||
| Trustee | $0 | $300,488 | $0 | $10,948 | $0 | $360,209 | $0 | $21,480 | $0 | $2,705 | $0 | $695,830 | $0 | $325,679 |
| James C Leonard MD | ||||||||||||||
| Ex Officio of Bd, Pres & CEO | $0 | $1,170,106 | $0 | $388,671 | $0 | $460,514 | $0 | $452,857 | $0 | $7,155 | $0 | $2,479,303 | $0 | $424,300 |
| John Snyder | ||||||||||||||
| Exec VP & COO | $0 | $723,420 | $0 | $179,389 | $0 | $289,188 | $0 | $258,574 | $0 | $17,756 | $0 | $1,468,327 | $0 | $258,109 |
| Dennis Hesch | ||||||||||||||
| Exec VP & CFO | $0 | $621,077 | $0 | $149,692 | $0 | $224,736 | $0 | $220,069 | $0 | $22,991 | $0 | $1,238,565 | $0 | $193,630 |
| Laurence Fallon | ||||||||||||||
| Exec VP-Legal Affairs & HR | $0 | $501,989 | $0 | $119,936 | $0 | $128,289 | $0 | $170,362 | $0 | $22,333 | $0 | $942,909 | $0 | $122,184 |
| Linda Jones | ||||||||||||||
| VP- Fund Development | $250,230 | $0 | $38,771 | $0 | $13,829 | $0 | $69,462 | $0 | $0 | $0 | $372,292 | $0 | $7,617 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SUPPLEMENTAL COMPENSATION INFORMATION | FormAndLineReferenceDesc |
| Explanation | SCHEDULE J, PART I, QUESTION 3 THE BOARD OF TRUSTEES OF THE CARLE FOUNDATION, THE PARENT COMPANY OF THE CARLE DEVELOPMENT FOUNDATION, THROUGH ITS COMPENSATION COMMITTEE COMPRISED OF INDEPENDENT MEMBERS FREE OF CONFLICT, ANNUALLY REVIEWS EXECUTIVE COMPENSATION LEVELS AND ESTABLISHES APPROPRIATE SALARY RANGES AND OTHER FEATURES OF THE COMPENSATION PLAN IN ACCORDANCE WITH THE ORGANIZATION'S APPROVED COMPENSATION PHILOSOPHY AND STRATEGY: -THE COMMITTEE IS COMPRISED OF MEMBERS OF THE BOARD OF TRUSTEES, WHO ARE INDEPENDENT OF THE CARLE FOUNDATION MANAGEMENT, HAVE NO PERSONAL INTEREST IN THE COMPENSATION ARRANGEMENTS, ARE NOT RELATED TO, OR UNDER THE CONTROL OF ANY INDIVIDUAL WHOSE COMPENSATION ARRANGEMENT IS BEING REVIEWED, AND HAVE NO MATERIAL BUSINESS RELATIONSHIP WITH THE CARLE FOUNDATION. - THE CHIEF EXECUTIVE OFFICER'S COMPENSATION IS DETERMINED BY THE COMPENSATION COMMITTEE IN RELATION TO APPROPRIATE COMPARABILITY DATA. COMPENSATION FOR OTHER MEMBERS OF THE EXECUTIVE STAFF IS DEVELOPED BY THE CEO, EVALUATED AGAINST MARKET DATA, AND REVIEWED AND APPROVED BY THE COMMITTEE. - THE COMMITTEE APPROVES ALL COMPENSATION DECISIONS IN ADVANCE OF THEIR IMPLEMENTATION AND DOCUMENTS ITS DETERMINATIONS AND DISCUSSIONS. - THE COMPENSATION COMMITTEE USES 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 REPORTS DIRECTLY TO THE COMPENSATION COMMITTEE. SCHEDULE J, PART I, QUESTION 4B THE 2015 PARTICIPANTS IN THE 457(F) PLAN OFFERED BY THE CARLE FOUNDATION, THE PARENT ORGANIZATION OF THE CARLE DEVELOPMENT FOUNDATION, THAT ARE LISTED IN THE 990 PART VII INCLUDE JOSEPH BARKMEIER, MD, R. BRUCE WELLMAN, MD, JAMES LEONARD, MD, JOHN SNYDER, DENNIS HESCH, LAURENCE FALLON, AND LINDA JONES. THE 2015 PAYMENTS FROM THE 457(F) PLAN WERE MADE TO JOSEPH BARKMEIER, MD ($34,418), R. BRUCE WELLMAN, MD ($325,679), JAMES LEONARD, MD ($424,300), JOHN SNYDER ($258,109), DENNIS HESCH ($193,630), LAURENCE FALLON ($122,184) AND LINDA JONES ($7,617). SCHEDULE J, PART I, QUESTION 7 PART OF THE OVERALL EMPLOYEE'S COMPENSATION PROGRAM INCLUDES AN INCENTIVE COMPONENT THAT COVERS MOST EMPLOYEES AND IS DESIGNED TO ENCOURAGE AND PROMOTE THE ACHIEVEMENT OF CERTAIN QUALITY, OPERATIONAL, AND EFFICIENCY IMPROVEMENTS. ALTHOUGH THIS INCENTIVE COMPONENT IS BASED ON THE ORGANIZATION MEETING CERTAIN MINIMUM FINANCIAL THRESHOLDS, ALL PAYMENTS MUST BE APPROVED BY THE BOARD OF DIRECTORS PRIOR TO ANY INCENTIVE PAYOUT. | ExplanationTxt |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArtGrp | |
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp | |
| Books And Publications | BooksAndPublicationsGrp | |
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 3 | ContributionCnt |
| Noncash Contributions Rpt F990 | $57,658 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | COST OR SALE PRICE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp | |
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp | |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, SCHEDULE M, PART I, COLUMN B | FormAndLineReferenceDesc |
| Explanation | COLUMN B IS THE NUMBER OF CONTRIBUTIONS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, SUPPLEMENTAL INFORMATION | FORM 990, PART VI, QUESTION 2 DONNA GREENE (CHAIR OF BOARD), GUY HALL (EX-OFFICIO) AND JAMES C. LEONARD, MD (EX-OFFICIO) HAD A BUSINESS RELATIONSHIP. DONNA GREENE (CHAIR OF BOARD), PHILLIP BLANKENBURG (TRUSTEE), GUY HALL (EX-OFFICIO) AND JAMES C. LEONARD, MD (EX-OFFICIO) HAD A BUSINESS RELATIONSHIP. DONNA GREENE (CHAIR OF BOARD), BUD LEISTER (SECRETARY), AND VAN DUKEMAN (TRUSTEE) HAD A BUSINESS RELATIONSHIP. JAMES C. LEONARD, MD (EX-OFFICIO), JOSEPH BARKMEIER, MD (TRUSTEE), JOHN SNYDER (OFFICER) AND DENNIS HESCH (OFFICER) HAD A BUSINESS RELATIONSHIP. JAMES C. LEONARD, MD (EX-OFFICIO) AND JOHN SNYDER (OFFICER) HAD A BUSINESS RELATIONSHIP. |
| FORM 990, PART VI, QUESTION 6 | THE CARLE DEVELOPMENT FOUNDATION HAS ONE MEMBER WHICH IS THE PARENT COMPANY, THE CARLE FOUNDATION. |
| FORM 990, PART VI, QUESTION 7A | THE CARLE FOUNDATION, ACTING THROUGH ITS BOARD OF TRUSTEES, HAS THE EXCLUSIVE POWER TO ELECT AND REMOVE MEMBERS OF THE BOARD OF TRUSTEES FOR THE CORPORATION IN ADDITION TO FILLING VACANCIES. |
| FORM 990, PART VI, QUESTION 7B | THE CARLE DEVELOPMENT FOUNDATION'S BOARD OF TRUSTEES MUST HAVE THE APPROVAL OF ITS SOLE MEMBER, THE CARLE FOUNDATION, THROUGH ITS BOARD OF TRUSTEES, WHEN VOTING ON MATTERS INCLUDING THE AMENDING OF BYLAWS; AMENDING OF THE ARTICLES OF THE CORPORATION; THE ADOPTION OF ANY ANNUAL OR LONG-TERM CAPITAL OR OPERATIONAL BUDGETS OF THE CORPORATION; THE ADOPTION OF ANY NEW, OR ANY CHANGES TO EXISTING, LONG-TERM OR MASTER INSTITUTIONAL PLANS OF THE CORPORATION; THE ADOPTION OF A PLAN OF DISSOLUTION OF THE CORPORATION; THE ENGAGING OF THE CORPORATION INTO ANY TRANSACTION PROVIDING FOR THE SALE, MORTGAGE OR OTHER DISPOSITION OF ALL OR SUBSTANTIALLY ALL OF ITS ASSETS; THE ADOPTION OF A PLAN OF MERGER OR CONSOLIDATION OF THE CORPORATION WITH ANOTHER CORPORATION; APPROVING ANY CONTRIBUTIONS, GRANTS OR LOANS BY THE CORPORATION TO ANY ORGANIZATION OR CORPORATION OTHER THAN THE SOLE MEMBER OF THE CORPORATION OR AN AFFILIATE THE SUM OF WHICH EXCEEDS $10,000 FOR ANY FISCAL YEAR; THE ORGANIZING OR ACQUISITION, OR AUTHORIZATION OR PERMIT THE ORGANIZATION OR ACQUISITION OF ANY SUBSIDIARY OR AFFILIATE OF THE CORPORATION. |
| FORM 990, PART VI, QUESTION 11B | THE FORM 990 WAS PREPARED BY STAFF AND AN EXTERNAL TAX ADVISOR AND REVIEWED BY MANAGEMENT. PRIOR TO FILING THIS FORM 990, A FULL AND COMPLETE COPY WAS PROVIDED TO THE GOVERNING BODY BY POSTING TO THE ORGANIZATION'S DIRECTOR COMMUNICATION PORTAL. ALSO BEFORE FILING, THE GOVERNING MEMBERS RECEIVED NOTIFICATION THAT THE FORM 990 WAS POSTED AND AVAILABLE FOR THEIR REVIEW. AT THEIR DISCRETION, THE GOVERNING MEMBERS HAVE THE OPPORTUNITY TO CONTACT MANAGEMENT OR DISCUSS AND ADDRESS CONCERNS AT SUBSEQUENT BOARD MEETINGS. |
| FORM 990, PART VI, QUESTION 12C | THE ORGANIZATION'S ESTABLISHED CONFLICT OF INTEREST POLICIES REQUIRE ANNUAL DISCLOSURE OF ACTUAL AND POTENTIAL CONFLICTS OF INTEREST FOR OFFICERS, DIRECTORS, TRUSTEES, MEMBERS OF BOARD COMMITTEES, ADMINISTRATIVE AND MANAGERIAL EMPLOYEES AS WELL AS ALL EMPLOYEES OF THE PURCHASING DEPARTMENT. IF CIRCUMSTANCES CHANGE DURING THE COURSE OF A YEAR, INTERIM DISCLOSURE IS ALSO REQUIRED OF THE SAME INDIVIDUALS. THE DISCLOSURES OF EMPLOYEES ARE REVIEWED INITIALLY BY THE HUMAN RESOURCES DEPARTMENT AND ANY IDENTIFIED CONFLICTS ARE REFERRED TO, AND ADDRESSED BY, THE ORGANIZATION'S INTERNAL LEGAL COUNSEL AND/OR CORPORATE INTEGRITY OFFICER. THE DISCLOSURES OF TRUSTEES AND MEMBERS OF BOARD COMMITTEES ARE REVIEWED BY THE CHAIR OF THE BOARD. THE ENTIRE BOARD ABSENT THE SUBJECT TRUSTEE OR COMMITTEE MEMBER DETERMINES WHETHER A CONFLICT EXISTS. TRUSTEES AND/OR BOARD COMMITTEE MEMBERS WITH IDENTIFIED CONFLICTS ARE REQUIRED TO RECUSE THEMSELVES FROM VOTING ON MATTERS RELATED TO THEIR CONFLICTS. THE ORGANIZATION ALSO MAINTAINS PURCHASING POLICIES REQUIRING COUNTER SIGNATURES TO FURTHER MINIMIZE THE RISK ASSOCIATED WITH CONFLICTS OF INTEREST. |
| FORM 990, PART VI, QUESTIONS 18 & 19 | THE CARLE FOUNDATION, THE PARENT COMPANY OF THE CARLE DEVELOPMENT FOUNDATION, PUBLISHES THROUGH WWW.DACBOND.COM ITS QUARTERLY UNAUDITED FINANCIAL STATEMENTS, ANNUAL AUDITED FINANCIAL STATEMENTS, A MANAGEMENT'S DISCUSSION & ANALYSIS TO ACCOMPANY THE FINANCIAL STATEMENTS, AND AN ANNUAL REPORT OF CERTAIN OPERATING AND FINANCIAL INFORMATION. ADDITIONALLY, OFFICIAL STATEMENTS FOR OUTSTANDING MUNICIPAL BOND ISSUES FOR WHICH THE CARLE FOUNDATION IS OBLIGATED ARE AVAILABLE AT THIS WEBSITE. THESE DOCUMENTS INCLUDE EXTENSIVE INFORMATION ABOUT THE ORGANIZATION'S HEALTH CARE DELIVERY SYSTEM MODEL, RECENT HIGHLIGHTS/ACCOMPLISHMENTS, GOVERNANCE AND ADMINISTRATION, STRATEGIC PLAN, FACILITIES, CLINICAL PROGRAMS, MEDICAL STAFF, SERVICE AREA, COMPETITIVE ENVIRONMENT, DEMOGRAPHIC DATA, UTILIZATION STATISTICS, SUMMARY FINANCIAL INFORMATION, ACADEMIC AFFILIATIONS AND EDUCATIONAL PROGRAMS, MEDICAL RESEARCH, ACCREDITATIONS, AND ITS EMPLOYEES. THIS INFORMATION IS AVAILABLE AT NO CHARGE TO THOSE WHO REGISTER AT THE WWW.DACBOND.COM WEBSITE. IN ADDITION, THE FORM 990S OF THE ORGANIZATION'S FILING ENTITIES ARE AVAILABLE THROUGH DACBOND. QUARTERLY FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST DELIVERED TO THE ORGANIZATION'S ADMINISTRATIVE OFFICES. THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICIES ARE ALSO AVAILABLE UPON REQUEST TO THE ORGANIZATION'S ADMINISTRATIVE OFFICES. |
| FORM 990, PART VII, SECTION A, COLUMN B | THE AVERAGE ESTIMATED HOURS PER WEEK LISTED FOR THE REPORTING ORGANIZATION AND RELATED ORGANIZATIONS ARE BASED ON A STANDARD 40 HOUR WEEK. MEMBERS MAY FREQUENTLY DEVOTE MORE THAN 40 HOURS OF SERVICE TO THE ENTIRE ORGANIZATION DURING AN AVERAGE WEEK. FORM 990, PART XI OTHER CHANGES IN NET ASSETS RESTRICTED OFFSET FLOWING THROUGH EQUITY ($151,751) |
| FORM 990, PART XII, QUESTIONS 2A, B, C & PART IV, QUESTION 12 | THE FINANCIAL STATEMENTS FOR THE CARLE DEVELOPMENT FOUNDATION WERE REVIEWED ON A CONSOLIDATED BASIS UNDER THE PARENT ORGANIZATION, THE CARLE FOUNDATION. THE CARLE FOUNDATION HAS AN AUDIT COMMITTEE CONSISTING OF MEMBERS OF THE GOVERNING BOARD AND THE CHIEF FINANCIAL OFFICER WHO TOGETHER ASSUME RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT AUDITOR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (6 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| THE CARLE FOUNDATION | ||||||||||
| 611 W PARK ST | URBANA | IL | 61801 | 370673465 | PARENT/INVMGt | IL | 501(c)(3) | 11c III-FI | NA | false |
| THE CARLE FOUNDATION HOSPITAL | ||||||||||
| 611 W PARK ST | URBANA | IL | 61801 | 371119538 | HOSPITAL svcs | IL | 501(c)(3) | 3 | TCF | Yes (true) |
| CARLE HEALTH CARE INCORPORATED | ||||||||||
| 611 W PARK ST | URBANA | IL | 61801 | 371140016 | VAR MED svcs | IL | 501(c)(3) | 9 | TCF | Yes (true) |
| CARLE RETIREMENT CENTERS INC | ||||||||||
| 611 W PARK ST | URBANA | IL | 61801 | 371160033 | RTRMT LIVING | IL | 501(c)(3) | 9 | TCF | Yes (true) |
| CARLE COMMUNITY HEALTH CORPORATION | ||||||||||
| 611 W PARK ST | URBANA | IL | 61801 | 364458371 | FNDN MISSION | IL | 501(c)(3) | 11A TYPE I | CDF | Yes (true) |
| HOOPESTON COMMUNITY MEMORIAL HOSPITAL | ||||||||||
| 701 E ORANGE ST | HOOPESTON | IL | 60942 | 363637465 | HOSPITAL svcs | IL | 501(c)(3) | 3 | TCF | Yes (true) |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (10 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Legal Domicile StateLegalDomicileStateCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| HEALTH SYSTEMS INSURANCE LIMITED | ||||||||||||||
| GOVERNORS SQ 2ND FLOOR BLDG 3 | GRAND CAYMAN | CJ | KY1-1102 | INSURANCE | CJ | NA | C Corp | Yes (true) | ||||||
| CARLE RISK MANAGEMENT COMPANY | ||||||||||||||
| RISK MANAGEMENT | NA | C Corp | Yes (true) | 611 W PARK ST | URBANA | IL | 61801 | 371217973 | IL | |||||
| EVALIDATA INC | ||||||||||||||
| PHYS CREDENTIALS | NA | C Corp | Yes (true) | 611 W PARK ST | URBANA | IL | 61801 | 462022658 | IL | |||||
| CHA HOLDING INC | ||||||||||||||
| HOLDING COmpany | NA | C Corp | Yes (true) | 301 S VINE ST | URBANA | IL | 61801 | 471854275 | IL | |||||
| CARLE HOLDING COMANY INC | ||||||||||||||
| HOLDING COmpany | NA | C Corp | Yes (true) | 611 W PARK ST | URBANA | IL | 61801 | 371188284 | IL | |||||
| HEALTH ALLIANCE MEDICAL PLANs INC | ||||||||||||||
| HEALTH COVERAGE | NA | C Corp | Yes (true) | 301 S VINE ST | URBANA | IL | 61801 | 371260731 | IL | |||||
| HEALTH ALLIANCE CONNECT INC | ||||||||||||||
| HEALTH CARE COORD | NA | C Corp | Yes (true) | 301 S VINE ST | URBANA | IL | 61801 | 464796891 | IL | |||||
| HEALTH ALLIANCE NORTHWEST HOLDING INC | ||||||||||||||
| HOLDING COmpany | NA | C Corp | Yes (true) | 820 N CHELAN AVE | WENATCHEE | WA | 98801 | 461717578 | WA | |||||
| HEALTH ALLIANCE NORTHWEST HEALTH PLAN I | ||||||||||||||
| HEALTH COVERAGE | NA | C Corp | Yes (true) | 820 N CHELAN AVE | WENATCHEE | WA | 98801 | 461966323 | WA | |||||
| HEALTH ALLIANCE-MIDWEST INC | ||||||||||||||
| HEALTH COVERAGE | NA | C Corp | Yes (true) | 301 S VINE ST | URBANA | IL | 61801 | 371354502 | IL | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (true) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| THE CARLE FOUNDATION HOSPITAL | ||
| b | $1,454,821 | ACCRUAL |
| CARLE HEALTH CARE INCORPORATED | ||
| b | $205,990 | ACCRUAL |
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