CARLE DEVELOPMENT FOUNDATION: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- CARLE DEVELOPMENT FOUNDATION (EIN 37-1159978)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-05-11
- IRS object ID
- 201131319349302468
- Schema version
- 2009v1.7
- 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 D
- Schedule G
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-11T15:22:16-05:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 MONUMENT CIRCLE SUITE 2600 | AddressLine1 |
| City | INDIANAPOLIS | City |
| State | IN | State |
| ZIP Code | 46204 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 371159978 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARLE DEVELOPMENT FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CARL | NameControl |
| Phone | 2173833311 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 611 W Park Street | AddressLine1 |
| City | Urbana | City |
| State | IL | State |
| ZIP Code | 618012595 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOHN M SNYDER | Name |
| Title | EVP & COO | Title |
| Date Signed | 2011-05-10 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3176817000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Dennis Hesch Sr VP CFO | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 611 W Park St | AddressLine1 |
| City | Urbana | City |
| State | IL | State |
| ZIP Code | 61801 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 5739440 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | N/A | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1982 | YearFormation |
| State Legal Domicile | IL | StateLegalDomicile |
| Activity Or Mission Description | TO RAISE FUNDS TO SUPPORT THE CARLE FOUNDATION MISSION. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 13 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 9 | NbrIndependentVotingMembers |
| Total Nbr Employees | 15 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1329292 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1217405 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -4381032 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1185863 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | -25537 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | -3051740 | TotalRevenuePriorYear |
| Total Revenue Current Year | 2377731 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1794806 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 2491530 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 636783 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 915576 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 28808 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 25654 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1430944 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 787398 | OtherExpensePriorYear |
| Other Expenses Current Year | 617363 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 3247795 | TotalExpensesPriorYear |
| Total Expenses Current Year | 4050123 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -6299535 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -1672392 | RevenuesLessExpensesCY |
| Total Assets BOY | 17647109 | TotalAssetsBOY |
| Total Assets EOY | 13480320 | TotalAssetsEOY |
| Total Liabilities BOY | 341841 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 754307 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 17305268 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 12726013 | NetAssetsOrFundBalancesEOY |
| Mission Description | To raise funds from the public and other sources, maintain such funds, and as appropriate, expend principal and income to support The Carle Foundation mission, which is to provide high quality health care, medical research and education in central Illinois. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 821631 | Expense |
| Grants | 821631 | Grants |
| Description | Mills Breast Cancer Institute- At Mills Breast Cancer Institute, patients find more than the latest treatments and technology. Patients also find a positive and healing environment thanks to charitable giving. Charitable gifts played a key role in the completion of this innovative institute, and now, charitable gifts are making many of the patient amenities possible. Donations created a legacy garden that provides a natural and peaceful sanctuary for patients and staff, and donations fund a weekly Music Series which is beneficial to the healing process. In addition, the third floor houses a team of academic and physician researchers studying new ways to diagnose, prevent, treat and cure breast cancer. Charitable dollars are used to support the general operation of Carle's research program. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 510117 | Expense |
| Grants | 510117 | Grants |
| Description | Expanding Children's Hearing Opportunities (ECHO) Program- Carle's ECHO building is devoted to children with hearing loss. It continues to rely on charitable support to offset operational costs. This state-of-the-art facility houses the Children's Pediatric Hearing Center and Carle Auditory Oral School. On the first floor, children are diagnosed with and treated for hearing loss. On the second floor, children with hearing loss learn side-by-side with classmates who have no hearing deficit. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 174030 | Expense |
| Grants | 174030 | Grants |
| Description | Carle Auxiliary Guest House- The Carle Auxiliary Guest House is a home away from home for families of critically ill or injured hospital patients. In just seven years of operation, more than 12,000 guests have been welcomed at the Guest House. Charitable donations are used to cover the operational costs and upkeep of the Guest House, keeping the cost of the service free to guests, and family and friends close to their hospitalized loved ones. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 985753 | Expense |
| Grants | 985753 | Grants |
| Description | VAR PRG SVC TO SUPP CARLE FDN MISS. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 985753 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 985753 | TotalOfOtherProgramServiceGrnt |
| Total Program Service Expense | 2491530 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | true | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | true | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 15 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 15 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Nbr Voting Governing Body Members | 13 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 9 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | true | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | true | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | true | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | IL | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | DENNIS HESCH CFOEXEC VP | NamePerson |
| Telephone Number | 2173833311 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 611 W PARK ST | AddressLine1 |
| City | URBANA | City |
| State | IL | State |
| ZIP Code | 618012595 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (19 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee |
|---|---|---|---|---|---|---|---|
| Phil Knox | |||||||
| Trtee, Chair of Bd (after 4/1) | 1.0 | X | X | 0 | 0 | 0 | |
| Mary McGrath | |||||||
| Vice Chairman of Board | 1.0 | X | X | 0 | 0 | 0 | |
| Bud Leister | |||||||
| Secretary | 1.0 | X | X | 0 | 0 | 0 | |
| Thomas E Harrington Jr | |||||||
| Chair of Bd, Trtee (after 4/1) | 1.0 | X | X | 0 | 0 | 0 | |
| Craig Bazzani | |||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||
| Greg Lykins | |||||||
| Camp-Co-Chair, Trtee (aft 4/1) | 1.0 | X | 0 | 0 | 0 | ||
| Doug Mills | |||||||
| Camp-Co-Chair, Trtee (aft 4/1) | 1.0 | X | 0 | 0 | 0 | ||
| George Timmons | |||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||
| Van Dukeman | |||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||
| JW Pollard MD | |||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||
| Marty Edwards | |||||||
| Ex Officio of Board | 1.0 | X | 0 | 0 | 0 | ||
| Marty Smith | |||||||
| Ex Officio of Bd (after 4/1) | 1.0 | X | 0 | 0 | 0 | ||
| Donna Greene | |||||||
| Ex Officio of Bd (after 4/1) | 1.0 | X | 0 | 0 | 0 | ||
| James C Leonard MD | |||||||
| Ex Officio of Bd, Pres & CEO | 2.0 | X | X | 0 | 915196 | 225968 | |
| R Bruce Wellman MD | |||||||
| Trustee, CEO of CPG (eff 4/1) | 1.0 | X | X | 0 | 0 | 0 | |
| John Snyder | |||||||
| Exec VP and COO | 0.0 | X | 0 | 528924 | 134811 | ||
| Robert Tonkinson | |||||||
| Sr VP Finance/CFO (thru 3/31) | 1.0 | X | 0 | 455625 | 113227 | ||
| Dennis Hesch | |||||||
| Sr VP Finance & CFO (aft 4/1) | 0.2 | X | 0 | 0 | 0 | ||
| Robert Driver | |||||||
| VP-Fund Development | 40.0 | 273142 | 0 | 56410 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 273142 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 1899745 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 530416 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Fundraising Events | 146050 | FundraisingEvents |
| All Other Contributions | 1071355 | AllOtherContributions |
| Noncash Contributions | 1092 | NoncashContributions |
| Total Contributions | 1217405 | TotalContributions |
| Total Program Service Revenue | 0 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 239335 | TotalRevenueColumn |
| Exclusion | $239,335 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 4264850 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3318322 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 946528 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 946528 | TotalRevenueColumn |
| Exclusion | $946,528 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 17850 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 146050 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 43387 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -25537 | TotalRevenueColumn |
| Related Or Exempt Function Income | -25537 | RelatedOrExemptFunctionIncome |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2377731 | TotalRevenueColumn |
| Related Or Exempt Function Income | -25537 | RelatedOrExemptFunctionIncome |
| Exclusion | $1,185,863 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2377904 | Total |
| Program Services | 2377904 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 113626 | Total |
| Program Services | 113626 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 289497 | Total |
| Fundraising | 289497 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 511464 | Total |
| Fundraising | 511464 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17673 | Total |
| Fundraising | 17673 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 47815 | Total |
| Fundraising | 47815 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 49127 | Total |
| Fundraising | 49127 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 60000 | Total |
| Management And General | 60000 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17442 | Total |
| Fundraising | 17442 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25654 | Total |
| Fundraising | 25654 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 34379 | Total |
| Management And General | 34379 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 113573 | Total |
| Fundraising | 113573 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 86213 | Total |
| Fundraising | 86213 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 79771 | Total |
| Fundraising | 79771 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14651 | Total |
| Fundraising | 14651 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 127297 | Total |
| Fundraising | 127297 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1810 | Total |
| Fundraising | 1810 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8886 | Total |
| Fundraising | 8886 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 40071 | Total |
| Fundraising | 40071 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Annuity payments & expenses | Description |
| Total | 33270 | Total |
| Management And General | 33270 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4050123 | Total |
| Program Services | 2491530 | ProgramServices |
| Management And General | 127649 | ManagementAndGeneral |
| Fundraising | 1430944 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1948 | BOY |
| EOY | 2656 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1070474 | BOY |
| EOY | 89492 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5611565 | BOY |
| EOY | 1119951 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Accounts Receivable | AccountsReceivable |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13709 | BOY |
| EOY | 14323 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 1027737 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 103789 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 958158 | BOY |
| EOY | 923948 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9444119 | BOY |
| EOY | 11064354 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 485259 | BOY |
| EOY | 220056 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 61877 | BOY |
| EOY | 45540 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17647109 | BOY |
| EOY | 13480320 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 120603 | BOY |
| EOY | 91810 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 221238 | BOY |
| EOY | 662497 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 341841 | BOY |
| EOY | 754307 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6000124 | BOY |
| EOY | 5778303 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10211712 | BOY |
| EOY | 5849439 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1093432 | BOY |
| EOY | 1098271 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17305268 | BOY |
| EOY | 12726013 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17647109 | BOY |
| EOY | 13480320 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2551664 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3183592 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3642523 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1329292 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1217405 | CurrentTaxYear |
| Total | 11924476 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2551664 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3183592 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3642523 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1329292 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1217405 | CurrentTaxYear |
| Total | 11924476 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 11924476 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 327097 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1598949 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 459251 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 199471 | CurrentTaxYearMinus1Year |
| Current Tax Year | 239335 | CurrentTaxYear |
| Total | 2824103 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 14748579 | TotalSupport |
| Gross Receipts From Admissions Etc | 17850 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.80852 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.83060 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
| General Explanation | PART II, LINE 1 CONTRIBUTIONS FOR TAX YEAR 2007 WERE REDUCED BY APPROXIMATELY $3.4 MILLION FROM WHAT WAS PREVIOUSLY REPORTED. DURING THE CURRENT REPORTING YEAR, THE DEVELOPMENT FOUNDATION RECOGNIZED A PLEDGE RECEIVABLE WRITE DOWN OF APPROXIMATELY $3.4 MILLION WHICH WAS CHARGED THROUGH TEMPORARILY RESTRICTED FUND BALANCE. THE ORIGINAL PLEDGE WAS RECORDED DURING 2007 TAX YEAR AND THE WRITE DOWN WAS NECESSITATED BY THE DONOR'S PERSONAL CHANGE IN FINANCIAL CIRCUMSTANCES MOSTLY RELATED TO THE STRUGGLING ECONOMY. DONATED STOCK IN THE AMOUNT OF $1.1 MILLION WAS RECEIVED FROM THE DONOR DURING THE CURRENT REPORTING YEAR AND THE REMAINING PLEDGE WAS WRITTEN OFF. | GeneralExplanation |
| General Explanation | THE ORIGINAL PLEDGE WAS RECORDED DURING 2007 TAX YEAR AND THE WRITE DOWN WAS NECESSITATED BY THE DONOR'S PERSONAL CHANGE IN FINANCIAL CIRCUMSTANCES MOSTLY RELATED TO THE STRUGGLING ECONOMY. DONATED STOCK IN THE AMOUNT OF $1.1 MILLION WAS RECEIVED FROM THE DONOR DURING THE CURRENT REPORTING YEAR AND THE REMAINING PLEDGE WAS WRITTEN OFF. | GeneralExplanation |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1093432 | BeginningOfYearBalance |
| Contributions | 4839 | Contributions |
| End Of Year Balance | 1098271 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1245581 | BeginningOfYearBalance |
| Contributions | 40633 | Contributions |
| Other Expenditures | 192782 | OtherExpenditures |
| End Of Year Balance | 1093432 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 531265 | OtherCostOrOtherBasis |
| Book Value | 531265 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 0 | OtherCostOrOtherBasis |
| Depreciation | 0 | Depreciation |
| Book Value | 0 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 363826 | OtherCostOrOtherBasis |
| Depreciation | 35372 | Depreciation |
| Book Value | 328454 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 124646 | OtherCostOrOtherBasis |
| Depreciation | 68417 | Depreciation |
| Book Value | 56229 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 8000 | OtherCostOrOtherBasis |
| Depreciation | 0 | Depreciation |
| Book Value | 8000 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 923948 | TotalOfBookValueLandBuildings |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Annuities Payable | $263,803 |
| Intercompany Payable | $398,694 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 662497 | TotalOfAmounts |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Schedule D, Supplemental Information | Identifier |
| Explanation | Schedule D, Part V, question 4 The organization has fourteen endowments, ranging in amounts from approximately $5K to $300K. The purposes designated by the donors vary, but consist of support for cancer research, the Carle Guest House, continued education for various professional staff and other healthcare related purposes. FIN 48 DISCLOSURE THE FOUNDATION ADOPTED THE GUIDANCE FOR ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ON JULY 1, 2007. THIS GUIDANCE CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ORGANIZATION'S FINANCIAL STATEMENT. THE GUIDANCE PRESCRIBES A MORE-LIKELY-THAN-NOT RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR FINANCIAL STATEMENT RECOGNITION OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN. AMOUNTS REQUIRING RECOGNITION UNDER TAX ACCOUNTING GUIDANCE IS REFLECTED AS A LIABILITY FOR UNCERTAIN TAX BENEFITS ALONG WITH ANY ASSOCIATED INTEREST AND PENALTIES THAT WOULD BE PAYABLE TO THE TAXING AUTHORITIES UPON EXAMINATION. THERE WERE NO UNCERTAIN TAX BENEFITS IDENTIFIED OR RECORDED AS A LIABILITY AS OF JUNE 30, 2010 AND 2009. | Explanation |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | false | AgreementRefFundraising |
| Licensed States | IL | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Golf Outing | NameOfEvent1 |
| Gross Receipts Event1 | 163900 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 146050 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 17850 | GrossRevenueEvent1 |
| Cash Prizes Event1 | 0 | CashPrizesEvent1 |
| Non Cash Prizes Event1 | 8180 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 1394 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 17401 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 8460 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 7952 | OtherDirectExpensesEvent1 |
| Total Number Of Other Events | 0 | TotalNumberOfOtherEvents |
| Gross Receipts Total | 163900 | GrossReceiptsTotal |
| Charitable Contributions Total | 146050 | CharitableContributionsTotal |
| Gross Revenue Total Events | 17850 | GrossRevenueTotalEvents |
| Cash Prizes Total Events | 0 | CashPrizesTotalEvents |
| Non Cash Prizes Total Events | 8180 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 1394 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 17401 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 8460 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 7952 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 43387 | DirectExpenseSummaryEvents |
| Net Income Summary | -25537 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (5 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| Carle Foundation Hospital | |||||||
| 611 W Park St | Urbana | IL | 61801 | 371119538 | 501(c)(3) | 2336491 | See Part IV |
| Frances Nelson Healthcare Center | |||||||
| 819 Bloomington Rd | Champaign | IL | 61820 | 370961830 | 501(c)(3) | 7067 | See Part IV |
| Children's Discovery Museum | |||||||
| 101 East Beaufort St | Normal | IL | 61761 | 371288369 | 501(c)(3) | 13388 | See Part IV |
| Champaign County Christian Heatlhcare Ctr | |||||||
| PO Box 1400 | Champaign | IL | 61824 | 562421584 | 501(c)(3) | 8792 | See Part IV |
| University of Illinois | |||||||
| 505 East Green Street Suite 204 | Champaign | IL | 61820 | 376000511 | 501(c)(3) | 10000 | See Part IV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 5 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII (3 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| Charity Care | 1410 | 93626 |
| Scholarships | 6 | 6000 |
| Fellowships | 2 | 14000 |
Form990 Schedule I Part IV Form990ScheduleIPartIV (2 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Schedule I, Supplemental Information | 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 Carle Development request form. The form requires a detailed description of the purpose of the expenditure among many 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. Accounting then processes properly approved requests. Description of procedures to estimate number of charity care recipients Carle Development Foundation estimated the number of charity care patients it served. The number of patients served was counted for a few randomly selected months by a social worker in discharge services, the sample months were averaged and then multiplied by twelve to annualize. |
| Schedule I, Part II Additional information | Purpose of Grants Carle Foundation Hospital - There are numerous purposes including but not limited to; the program service activities listed in Part III of this 990 and the other program services listed in schedule O. The global purpose of these grants is to support the Carle Foundation mission to supply high quality healthcare, medical research and education in central Illinois. Frances Nelson Healthcare Center - The primary purpose of this grant is to support the asthma education program provided by Frances Nelson, a healthcare facility working with indigent patients. Children's Discovery Museum - To fund and support the Healthy Pizza Caf display at the Children's Discovery Museum. This display teaches children about healthy nutrition. Champaign County Christian Heatlhcare Center - To provide support to CCCHC, which is non\-profit healthcare service for low income individuals. University of Illinois - To provide support for the University of Illionis' Biennial Conference for Women. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | true | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | true | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (4 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| James C Leonard MD | |||||||||||||
| 0 | 578664 | 0 | 210000 | 0 | 126532 | 0 | 207531 | 0 | 18437 | 0 | 1141164 | 0 | 0 |
| John Snyder | |||||||||||||
| 0 | 327478 | 0 | 87500 | 0 | 113946 | 0 | 116675 | 0 | 18136 | 0 | 663735 | 0 | 0 |
| Robert Tonkinson | |||||||||||||
| 0 | 286338 | 0 | 61800 | 0 | 107487 | 0 | 93958 | 0 | 19269 | 0 | 568852 | 0 | 88693 |
| Robert Driver | |||||||||||||
| 166994 | 0 | 10296 | 0 | 95852 | 0 | 40179 | 0 | 16231 | 0 | 329552 | 0 | 47179 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Supplemental Compensation Information | Identifier |
| Explanation | 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 and also within the context of meeting certain minimum financial thresholds. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (2 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| FORM 990, SUPPLEMENTAL INFORMATION | FORM 990, PART III, QUESTION 4D OTHER PROGRAM SERVICES INCLUDE SUPPORT FOR CARLE'S COMMUNITY PARISH NURSE PROGRAM, ITS CENTER FOR RURAL HEALTH AND FARM SAFETY, ANNUAL NURSING EDUCATION SERIES AND CHARITY CARE TO PATIENTS IN ADDITION TO OTHER CHARITABLE PURPOSES THAT HELP ENHANCE CARLE'S HEALTHCARE SERVICES, FACILITIES, EQUIPMENT, EDUCATION AND RESEARCH. FORM 990, PART VI, QUESTION 2 CHAIRMAN OF THE BOARD, PHIL KNOX HAS BUSINESS RELATIONSHIPS WITH TRUSTEES, GREG LYKINS AND VAN DUKEMAN, EX OFFICIO OF BOARD, DONNA GREENE, AND SECRETARY, BUD LEISTER. SECRETARY, BUD LEISTER HAS BUSINESS RELATIONSHIPS WITH TRUSTEES VAN DUKEMAN AND GREG LYKINS, EX OFFICIO OF BOARD, DONNA GREENE AND CHAIRMAN OF BOARD, PHIL KNOX. TRUSTEE, GREG LYKINS HAS BUSINESS RELATIONSHIPS WITH CHAIRMAN OF BOARD, PHIL KNOX, SECRETARY, BUD LEISTER, EX OFFICIO OF BOARD, DONNA GREENE AND TRUSTEE VAN DUKEMAN. TRUSTEE, VAN DUKEMAN HAS BUSINESS RELATIONSHIPS WITH CHAIRMAN OF BOARD, PHIL KNOX, SECRETARY, BUD LEISTER, EX OFFICIO OF BOARD, DONNA GREENE AND TRUSTEE GREG LYKINS. EX OFFICIO OF BOARD, DONNA GREENE, HAS BUSINESS RELATIONSHIPS WITH CHAIRMAN OF BOARD, PHIL KNOX, SECRETARY, BUD LEISTER, AND TRUSTEES GREG LYKINS AND VAN DUKEMAN. FORM 990, PART VI, QUESTION 4 CHANGES WERE MADE TO THE CHAIRMANSHIP PRACTICE. THE IMMEDIATE PAST CHAIRMAN OF THE FOUNDATION BOARD OF TRUSTEES SHALL SERVE AS EX-OFFICIO AS THE CHAIRMAN OF THE DEVELOPMENT BOARD OF TRUSTEES. FORM 990, PART VI, QUESTION 6 CARLE DEVELOPMENT FOUNDATION HAS ONE MEMBER WHICH IS THE PARENT COMPANY, THE CARLE FOUNDATION. FORM 990, PART VI, QUESTION 7A THE CARLE FOUNDATION, ACTING THROUGH ITS BOARD OF TRUSTEES, HAS THE EXCLUSIVE POWER TO ELECT AND REMOVE MEMBERS OF THE BOARD OF TRUSTEES FOR THE CORPORATION IN ADDITION TO FILLING VACANCIES. FORM 990, PART VI, QUESTION 7B CARLE DEVELOPMENT FOUNDATION'S BOARD OF TRUSTEES MUST HAVE THE APPROVAL OF ITS SOLE MEMBER, THE CARLE FOUNDATION, THROUGH IT'S 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 OR ANY CHANGES EXCEEDING THE GREATER OF 5% OF THE TOTAL ORIGINAL BUDGET OR $5,000; 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 OF 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; AND THE AUTHORIZATION TO MAKE ANY PREVIOUSLY NON-BUDGETED EXPENDITURE IN EXCESS OF $20,000 (THE EXCESS OF ANY PROPOSED EXPENDITURE OVER THE PREVIOUSLY APPROVED BUDGETED AMOUNT SHALL BE DEEMED A NON-BUDGETED EXPENDITURE). FORM 990, PART VI, QUESTION 11A THE FORM 990 WAS PREPARED BY 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 INTERNAL DIRECTOR PORTAL. ALSO BEFORE FILING, THE GOVERNING MEMBERS RECEIVED NOTIFICATION THAT FORM 990 WAS POSTED AND AVAILABLE FOR THEIR REVIEW. AS NECESSARY, THE GOVERNING MEMBERS HAVE THE OPPORTUNITY TO 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 COMPLIANCE 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 RECUSED FROM VOTING ON MATTERS RELATED TO THEIR CONFLICTS. THE ORGANIZATION ALSO MAINTAINS PURCHASING POLICIES REQUIRING COUNTER SIGNATURES TO FURTHER HELP MINIMIZE THE RISK ASSOCIATED WITH CONFLICTS OF INTEREST. FORM 990, PART VI, QUESTIONS 15A & 15B THE BOARD OF DIRECTORS OF THE CARLE FOUNDATION, THE PARENT COMPANY OF CARLE DEVELOPMENT FOUNDATION, THROUGH THE COMPENSATION COMMITTEE COMPRISED OF INDEPENDENT MEMBERS FREE OF CONFLICT, ANNUALLY REVIEW EXECUTIVE COMPENSATION LEVELS AND ESTABLISH 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 DIRECTORS, 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 ARE DEVELOPED BY THE CEO, REVIEWED BY THE COMMITTEE, EVALUATED AGAINST MARKET DATA, 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 THEIR REVIEW INCLUDES TOTAL COMPENSATION (CASH COMPENSATION, PLUS BENEFITS PROVIDED BY THE CARLE FOUNDATION) IN RELATION TO ORGANIZATIONAL PERFORMANCE AND PREVAILING INDUSTRY PRACTICES OF COMPARABLY-SIZED ORGANIZATIONS. THEY HAVE ENGAGED THE SERVICES OF A COMPENSATION CONSULTING FIRM SPECIALIZING IN THE NOT-FOR-PROFIT SECTOR THAT HAS WORKED WITH THE CARLE FOUNDATION AND REPORTS DIRECTLY TO THE COMPENSATION COMMITTEE. FORM 990, PART VI, QUESTION 19 A COMMUNITY BENEFIT REPORT IS PUBLISHED AND DISTRIBUTED ANNUALLY TO THE COMMUNITY. QUARTERLY FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST DELIVERED TO THE ORGANIZATION'S ADMINISTRATIVE OFFICES. THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICIES ARE ALSO AVAILABLE UPON REQUEST TO THE ORGANIZATION'S ADMINISTRATIVE OFFICES. FORM 990, PART XI, #2A,B,C AND PART IV, #12 THE FINANCIAL STATEMENTS FOR THE CARLE FOUNDATION WERE REVIEWED AND AUDITED ON A CONSOLIDATED BASIS UNDER THE PARENT ORGANIZATION, THE CARLE FOUNDATION. THE CARLE FOUNDATION DOES HAVE AN AUDIT COMMITTEE CONSISTING OF MEMBERS OF THE GOVERNING BOARD AND THE CHIEF FINANCIAL OFFICER WHO TOGETHER ASSUME RESPONSIBILITY FOR OVERSIGHT OF THE REVIEW AND AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. SCHEDULE R, PART II CARLE HEALTH CARE, INCORPORATED PRIMARY ACTIVITY: EMERGENCY TRANSPORT, DAY CARE, PHYSICIAN SERVICES. |
| HOURS WORKED FOR RELATED ORGANIZATIONS | Dennis Hesch 15 - The Carle Foundation 24 - Carle Foundation Hospital 24 - Carle Health Care, Inc. 0.2 - Carle Retirement Centers, Inc. 0.2 - Carle Community Health Corporation 0 - Carle Arbours Donna Greene 0.5 - The Carle Foundation 0 - Carle Development Foundation 0 - Carle Health Care, Inc. 0 - Carle Retirement Centers, Inc. 0 - Carle Community Health Corporation 0 - Carle Arbours E. Phillips Knox 2 - The Carle Foundation 1 - Carle Foundation Hospital 0.2 - Carle Health Care, Inc. 0 - Carle Retirement Centers, Inc. 0 - Carle Community Health Corporation 0 - Carle Arbours George Timmons 0.5 - The Carle Foundation 0 - Carle Development Foundation 0 - Carle Health Care, Inc. 0 - Carle Retirement Centers, Inc. 0 - Carle Community Health Corporation 0 - Carle Arbours James C. Leonard, MD 20 - The Carle Foundation 30 - Carle Foundation Hospital 5 - Carle Health Care, Inc. 1 - Carle Retirement Centers, Inc. 1 - Carle Community Health Corporation 0.2 - Carle Arbours John Snyder 9 - The Carle Foundation 21 - Carle Foundation Hospital 3 - Carle Health Care, Inc. 3 - Carle Retirement Centers, Inc. 3 - Carle Community Health Corporation 1 - Carle Arbours Marty Edwards 0 - The Carle Foundation 0 - Carle Foundation Hospital 0 - Carle Health Care, Inc. 0 - Carle Retirement Centers, Inc. 0 - Carle Community Health Corporation 0 - Carle Arbours Marty Smith 3 - The Carle Foundation 1 - Carle Foundation Hospital 1 - Carle Health Care, Inc. 0 - Carle Retirement Centers, Inc. 0 - Carle Community Health Corporation 0 - Carle Arbours Mary McGrath 1 - The Carle Foundation 0 - Carle Foundation Hospital 0 - Carle Health Care, Inc. 0 - Carle Retirement Centers, Inc. 0 - Carle Community Health Corporation 0 - Carle Arbours R. Bruce Wellman, MD 8 - The Carle Foundation 24 - Carle Foundation Hospital 24 - Carle Health Care, Inc. 1 - Carle Retirement Centers, Inc. 1 - Carle Community Health Corporation 0 - Carle Arbours Robert Driver 0 - The Carle Foundation 0 - Carle Foundation Hospital 1 - Carle Health Care, Inc. 0 - Carle Retirement Centers, Inc. 1 - Carle Community Health Corporation 0.2 - Carle Arbours Robert Tonkinson, Jr 10 - The Carle Foundation 1 - Carle Foundation Hospital 5 - Carle Health Care, Inc. 1 - Carle Retirement Centers, Inc. 1 - Carle Community Health Corporation 1 - Carle Arbours Thomas E. Harrington, Jr. 1 - The Carle Foundation 1 - Carle Foundation Hospital 0 - Carle Health Care, Inc. 0 - Carle Retirement Centers, Inc. 0 - Carle Community Health Corporation 0 - Carle Arbours |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (6 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|
| CARLE FOUNDATION HOSPITAL | |||||||||
| 611 W Park St | Urbana | IL | 618012595 | 371119538 | Hospital Serv | IL | 501(c)(3) | 3 | NA |
| THE CARLE FOUNDATION | |||||||||
| 611 W Park St | Urbana | IL | 618012595 | 370673465 | PARENT/INVMGT | IL | 501(c)(3) | 11b Type II | NA |
| CARLE ARBOURS INC | |||||||||
| 611 W Park St | Urbana | IL | 618012595 | 371155535 | L/T CARE | IL | 501(c)(3) | 9 | NA |
| CARLE HEALTH CARE INCORPORATED | |||||||||
| 611 W Park St | Urbana | IL | 618012595 | 371140016 | VAR MED SVCS | IL | 501(c)(3) | 9 | NA |
| CARLE RETIREMENT CENTERS INC | |||||||||
| 611 W Park St | Urbana | IL | 618012595 | 371160033 | RTRMT LIVING | IL | 501(c)(3) | 9 | NA |
| CARLE COMMUNITY HEALTH CORPORATION | |||||||||
| 611 W Park St | Urbana | IL | 618012595 | 364458371 | FNDN MISSION | IL | 501(c)(3) | 11a, Type 1 | NA |
Form990 Schedule R Part IV Form990ScheduleRPartIV (2 entries)
| Address Line1AddressForeign/AddressLine1 | CityAddressForeign/City | CountryAddressForeign/Country | Postal CodeAddressForeign/PostalCode | Primary ActivityPrimaryActivity | Legal Domicile Foreign CountryLegalDomicileForeignCountry | Direct Controlling Entity NADirectControllingEntityNA | Type Of EntityTypeOfEntity | Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Legal Domicile StateLegalDomicileState |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Health Systems Insurance Ltd | |||||||||||||
| GOVERNORS SQ 2ND FL BLDG 3 | Grand Cayman | CJ | KY 1-1102 | Insurance | CJ | N/A | C-CORP | ||||||
| Carle Holding Inc | |||||||||||||
| FOR-PRFT HLDG CO. | N/A | C-CORP | 611 W Park St | Urbana | IL | 618012595 | 371188284 | IL | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | true | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | true | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (3 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| The Carle Foundation | |
| B | 203945 |
| Carle Foundation Hospital | |
| B | 1578258 |
| Carle Foundation Hospital | |
| O | 60000 |
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