TY 2024 Form 990

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)	(E) Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)	(F) Estimated amount of other compensation from the organization and related organizations
(1) Andrea Kane MD...................................................................... Vice Chair	4.0 ................. 37.5	X	X		509,394	58,712
(2) Charles Dennis MD...................................................................... Secretary/Treasurer	1.3 ................. 0.2	X	X		149,771	945
(3) Ron Greene...................................................................... Chair	0.4 ................. 0.8	X	X		0	0
(4) Brandon Bressner...................................................................... Board Member	1.2 ................. 0.2	X			0	0
(5) Christopher Hughes MD...................................................................... Board Member // Physician	0.1 ................. 39.9	X			513,331	58,450
(6) Jeffrey Hoschek MD...................................................................... Board Member	1.0 ................. 2.0	X			0	0
(7) Jennifer Vance...................................................................... Board Member	1.2 ................. 0.2	X			0	0
(8) Jerome Oakey MD...................................................................... Board Member // Physician	38.0 ................. 2.0	X			1,191,412	59,394
(9) Judy Neubrander EDD FNP-BC...................................................................... Board Member	0.8 ................. 0.2	X			0	0
(10) Kathy Yoder DNP...................................................................... Board Member	1.0 ................. 2.0	X			0	0
(11) Sue Strayer MD...................................................................... Board Member	1.0 ................. 2.0	X			0	0
(12) Colleen Kannaday...................................................................... Officer - President, Carle Health - Central Region	18.0 ................. 22.0		X		673,013	189,557
(13) Dennis Hesch...................................................................... Officer - EVP, Chief Finance & Strategy Officer	2.0 ................. 38.0		X		1,175,110	332,566
(14) James C Leonard MD...................................................................... Officer - President & CEO	0.5 ................. 39.5		X		2,298,226	50,256
(15) Matthew Kolb JD MHA...................................................................... Officer - President, Carle Health Regions // EVP, Chief Operating Officer	1.0 ................. 39.0		X		1,418,629	333,703
(16) Napoleon Knight MD MBA...................................................................... Officer - EVP, Chief Medical Officer	1.0 ................. 39.0		X		1,091,552	41,194
(17) Amanda Smith...................................................................... VP, BroMenn & Eureka Ambulatory Care	36.0 ................. 4.0			X	275,353	60,516

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)	(F) Estimated amount of other compensation from the organization and related organizations
(18) Brandi Sweeney........................................................................ VP, Finance - Central Region	12.0 .......................28.0	X			0	213,243	35,423
(19) Brook Fisher........................................................................ Director, Revenue Cycle Denials	3.0 .......................37.0	X			0	172,633	43,126
(20) John Wieland MD........................................................................ Associate Chief Medical Officer, BroMenn & Eureka	36.0 .......................4.0	X			0	619,107	57,598
(21) Lauren Schmid MBA........................................................................ EVP, Chief Human Resources Officer	1.0 .......................39.0	X			0	878,588	105,168
(22) Linda Fred........................................................................ VP, Pharmacy Services	3.0 .......................37.0	X			0	322,881	73,860
(23) Nicholas Crompton........................................................................ VP, Construction & Facility Services	1.0 .......................39.0	X			0	303,209	84,556
(24) Jeffrey Kuska........................................................................ Clinical Pharmacist	40.0 .......................0.0		X		225,850	0	32,512
(25) Jennifer Woodward........................................................................ Director, Pharmacy Services	40.0 .......................0.0		X		245,549	0	17,619
(26) Katie While........................................................................ Registered Nurse - BMC CRU	40.0 .......................0.0		X		253,971	0	17,379
(27) Kevin Wonsowski........................................................................ Retail Pharmacy Manager	40.0 .......................0.0		X		232,587	0	34,044
(28) Matthew Loy........................................................................ Clinical Pharmacist	40.0 .......................0.0		X		214,132	0	40,727
(29) Laurie Round........................................................................ Former Key Employee	0.0 .......................40.0			X	0	281,374	7,014
(30) Uretz Oliphant MD........................................................................ Former Officer	0.0 .......................40.0			X	0	131,034	7,632

(A) Name and business address	(B) Description of services	(C) Compensation
QUEST DIAGNOSTICS PO BOX CHICAGO,IL606775460	LAB SERVICES	991,685
PERFUSION SOLUTION PO BOX BELOIT,WI535121200	PATIENT CONTRACT SERVICES	569,343
STRYKER MULIT-YEAR CONTRACTS 1941 STRYKER WAY PORTAGE,MI49002	FACILITY INSTALLATION SERVICES	567,034
ORTHOPEDIC CALL COVERAGE PLLC 1111 TRINITY LANE SUITE 111 BLOOMINGTON,IL617048112	PHYSICIAN STAFFING	452,250
TECH ELECTRONICS 417 OLYMPIA DRIVE BLOOMINGTON,IL61704	ELECTRONIC SERVICES AGREEMENTS	408,284
2 Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 22

- TIN:

SCHEDULE A
(Form 990)

Department of the Treasury
Internal Revenue Service

Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow

Attach to Form 990 or Form 990-EZ.
right arrow

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2024

Open to Public
Inspection

Name of the organization

Carle BroMenn Medical Center

Employer identification number

85-0682363

Part I

Reason for Public Charity Status (All organizations must complete this part.) See instructions.

The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.)

A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i).

A school described in section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990).)

A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).

A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state:

An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170(b)(1)(A)(iv). (Complete Part II.)

A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).

An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.)

A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)

An agricultural research organization described in 170(b)(1)(A)(ix) operated in conjunction with a land-grant college or university or a non-land grant college of agriculture. See instructions. Enter the name, city, and state of the college or university:

An organization that normally receives: (1) more than 33 1/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 33 1/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)

An organization organized and operated exclusively to test for public safety. See section 509(a)(4).

An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box on lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g.

Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B.

Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C.

Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E.

Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V.

Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization.

Enter the number of supported organizations ...............................

Provide the following information about the supported organization(s).

(i) Name of supported organization	(ii) EIN	(iv) Is the organization listed in your governing document?		(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)
(i) Name of supported organization	(ii) EIN	Yes	No	(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)


Total

For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.

Cat. No. 11285F

Schedule A (Form 990) 2024

Page 2

Part II

Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization failed to qualify under the tests listed below, please complete Part III.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2020	(b) 2021	(c) 2022	(d) 2023	(e) 2024	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..
2	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf ....
3	The value of services or facilities furnished by a governmental unit to the organization without charge..
4	Total. Add lines 1 through 3
5	The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f) ..
6	Public support. Subtract line 5 from line 4.

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2020	(b) 2021	(c) 2022	(d) 2023	(e) 2024	(f) Total
7	Amounts from line 4..
8	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...
9	Net income from unrelated business activities, whether or not the business is regularly carried on..
10	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..
11	Total support. Add lines 7 through 10

Gross receipts from related activities, etc. (see instructions) ..................

First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here ........................................ right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2024 (line 6, column (f) divided by line 11, column (f)) .........

Public support percentage for 2023 Schedule A, Part II, line 14 ...............

16a

33 1/3% support test—2024. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization ....................... right arrow

33 1/3% support test—2023. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow

17a

10%-facts-and-circumstances test—2024. If the organization did not check a box on line 13, 16a, or 16b, and line 14 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow

10%-facts-and-circumstances test—2023. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow

Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow

Schedule A (Form 990) 2024

Page 3

Part III

Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2020	(b) 2021	(c) 2022	(d) 2023	(e) 2024	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .
2	Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose
3	Gross receipts from activities that are not an unrelated trade or business under section 513 .....
4	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
5	The value of services or facilities furnished by a governmental unit to the organization without charge
6	Total. Add lines 1 through 5
7a	Amounts included on lines 1, 2, and 3 received from disqualified persons
b	Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.
c	Add lines 7a and 7b..
8	Public support. (Subtract line 7c from line 6.)

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2020	(b) 2021	(c) 2022	(d) 2023	(e) 2024	(f) Total
9	Amounts from line 6...
10a	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
b	Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.
c	Add lines 10a and 10b.
11	Net income from unrelated business activities not included on line 10b, whether or not the business is regularly carried on.
12	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..
13	Total support. (Add lines 9, 10c, 11, and 12.)..

First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here................................................. right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2024 (line 8, column (f) divided by line 13, column (f)) .........

Public support percentage from 2023 Schedule A, Part III, line 15 ...............

Section D. Computation of Investment Income Percentage

Investment income percentage for 2024 (line 10c, column (f) divided by line 13, column (f)) ......

Investment income percentage from 2023 Schedule A, Part III, line 17 .............

19a

33 1/3% support tests-2024. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow

33 1/3 % support tests—2023. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ..... right arrow

Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow

Schedule A (Form 990) 2024

Page 4

Part IV

Supporting Organizations

(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete Sections A and B. If you checked box 12b, of Part I, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you checked box12d, of Part I, complete Sections A and D, and complete Part V.)

Section A. All Supporting Organizations

Yes

Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.

Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).

Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer lines 3b and 3c below.

Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.

Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.

Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked box 12a or 12b in Part I, answer lines 4b and 4c below.

Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.

Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.

Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer lines 5b and 5c below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).

Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?

Substitutions only. Was the substitution the result of an event beyond the organization's control?

Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.

Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990) .

Did the organization make a loan to a disqualified person (as defined in section 4958) not described on line 7? If “Yes,” complete Part I of Schedule L (Form 990).

Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons, as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.

Did one or more disqualified persons (as defined on line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.

Did a disqualified person (as defined on line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.

10a

Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.

10a

Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).

10b

Schedule A (Form 990) 2024

Page 5

Part IV

Supporting Organizations (continued)

Yes

Has the organization accepted a gift or contribution from any of the following persons?

A person who directly or indirectly controls, either alone or together with persons described on lines 11b and 11c below, the governing body of a supported organization?

11a

A family member of a person described on 11a above?

11b

A 35% controlled entity of a person described on line 11a or 11b above? If “Yes” to 11a, 11b, or 11c, provide detail in Part VI.

11c

Section B. Type I Supporting Organizations

Yes

Did the officers, directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.

Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.

Section C. Type II Supporting Organizations

Yes

Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).

Section D. All Type III Supporting Organizations

Yes

Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?

Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).

By reason of the relationship described in line 2 above, did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.

Section E. Type III Functionally-Integrated Supporting Organizations

Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):

The organization satisfied the Activities Test. Complete line 2 below.

The organization is the parent of each of its supported organizations. Complete line 3 below.

The organization supported a governmental entity. Describe in Part VI how you supported a government entity (see instructions)

Activities Test. Answer lines 2a and 2b below.

Yes

Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.

Did the activities described on line 2a, above constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.

Parent of Supported Organizations. Answer lines 3a and 3b below.

Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations?If "Yes" or "No", provide details in Part VI.

Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.

Schedule A (Form 990) 2024

Page 6

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations

Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970 (explain in Part VI). See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.

	Section A - Adjusted Net Income		(A) Prior Year	(B) Current Year (optional)
1	Net short-term capital gain	1
2	Recoveries of prior-year distributions	2
3	Other gross income (see instructions)	3
4	Add lines 1 through 3	4
5	Depreciation and depletion	5
6	Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions)	6
7	Other expenses (see instructions)	7
8	Adjusted Net Income (subtract lines 5, 6 and 7 from line 4)	8

	Section B - Minimum Asset Amount		(A) Prior Year	(B) Current Year (optional)
1	Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year):	1
a	Average monthly value of securities	1a
b	Average monthly cash balances	1b
c	Fair market value of other non-exempt-use assets	1c
d	Total (add lines 1a, 1b, and 1c)	1d
e	Discount claimed for blockage or other factors (explain in detail in Part VI):
2	Acquisition indebtedness applicable to non-exempt use assets	2
3	Subtract line 2 from line 1d	3
4	Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions).	4
5	Net value of non-exempt-use assets (subtract line 4 from line 3)	5
6	Multiply line 5 by 0.035	6
7	Recoveries of prior-year distributions	7
8	Minimum Asset Amount (add line 7 to line 6)	8

	Section C - Distributable Amount		Current Year
1	Adjusted net income for prior year (from Section A, line 8, Column A)	1
2	Enter 85% of line 1	2
3	Minimum asset amount for prior year (from Section B, line 8, Column A)	3
4	Enter greater of line 2 or line 3	4
5	Income tax imposed in prior year	5
6	Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions)	6

Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)

Schedule A (Form 990) 2024

Page 7

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations(continued)

Section D - Distributions		Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes	1
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity	2
3 Administrative expenses paid to accomplish exempt purposes of supported organizations	3
4 Amounts paid to acquire exempt-use assets	4
5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI)	5
6 Other distributions (describe in Part VI). See instructions	6
7Total annual distributions. Add lines 1 through 6.	7
8 Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions	8
9 Distributable amount for 2024 from Section C, line 6	9
10 Line 8 amount divided by Line 9 amount	10

Section E - Distribution Allocations (see instructions)		(i) Excess Distributions	(ii) Underdistributions Pre-2024	(iii) Distributable Amount for 2024
1 Distributable amount for 2024 from Section C, line 6
2 Underdistributions, if any, for years prior to 2024 (reasonable cause required-- explain in Part VI). See instructions.
3 Excess distributions carryover, if any, to 2024:
a From 2019.......
b From 2020.......
c From 2021.......
d From 2022.......
e From 2023.......
fTotal of lines 3a through e
g Applied to underdistributions of prior years
h Applied to 2024 distributable amount
i Carryover from 2019 not applied (see instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.
4Distributions for 2024 from Section D, line 7:
$
a Applied to underdistributions of prior years
b Applied to 2024 distributable amount
c Remainder. Subtract lines 4a and 4b from line 4.
5 Remaining underdistributions for years prior to 2024, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions.
6 Remaining underdistributions for 2024. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions.
7 Excess distributions carryover to 2025. Add lines 3j and 4c.
8 Breakdown of line 7:
a Excess from 2020.....
b Excess from 2021.....
c Excess from 2022.....
d Excess from 2023.....
e Excess from 2024.....

Schedule A (Form 990) (2024)

Schedule A (Form 990) 2024

Page 8

Part VI

Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).

Facts And Circumstances Test

Return Reference	Explanation

Schedule A (Form 990) 2024

Additional Data

Software ID:	24020961
Software Version:	2024v5.1

- TIN:

Schedule B
(Form 990)
(Rev. January 2025)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

Name of the organization

Carle BroMenn Medical Center

Employer identification number

85-0682363

Organization type (check one):

Filers of:

Section:

Form 990 or 990-EZ

501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation

Check if your organization is covered by the General Rule or a Special Rule.
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.

General Rule

For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.

Special Rules

For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33¹/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow

Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).

For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.

Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)

Schedule B (Form 990) (Rev. 1-2025) Page 2

Name of organization Carle BroMenn Medical Center

Part I	Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
RESTRICTED	,	$ RESTRICTED	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)

Schedule B (Form 990) (Rev. 1-2025)

Page 3

Name of organization Carle BroMenn Medical Center		Employer identification number 85-0682363

Part II	Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
Schedule B (Form 990) (Rev. 1-2025)

Schedule B (Form 990) (Rev. 1-2025)

Page 4


Name of organization Carle BroMenn Medical Center			Employer identification number 85-0682363
Part III Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $ Use duplicate copies of Part III if additional space is needed.

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

Schedule B (Form 990) (Rev. 1-2025)

Additional Data

Software ID:	24020961
Software Version:	2024v5.1

- TIN:

SCHEDULE C
(Form 990)

Department of the Treasury
Internal Revenue Service

Political Campaign and Lobbying Activities

For Organizations Exempt From Income Tax Under section 501(c) and section 527

right arrow

Complete if the organization is described below. right arrow

Attach to Form 990 or Form 990-EZ.
right arrow

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2024

Open to Public
Inspection

If the organization answered "Yes" on Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet

Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet

Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet

Section 527 organizations: Complete Part I-A only.
If the organization answered "Yes" on Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet

Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)): Complete Part II-A. Do not complete Part II-B.
Round Bullet

Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered "Yes" on Form 990, Part IV, Line 5 (Proxy Tax) (see separate instructions) or Form 990-EZ, Part V, line 35c (Proxy Tax) (see separate instructions), then
Round Bullet

Section 501(c)(4), (5), or (6) organizations: Complete Part III.

Name of the organization

Carle BroMenn Medical Center

Employer identification number

85-0682363

Part I-A

Complete if the organization is exempt under section 501(c) or is a section 527 organization.

Provide a description of the organization’s direct and indirect political campaign activities in Part IV. See instructions for definition of “political campaign activities."

Political campaign activity expenditures. See instructions .................................................................... right arrow

Volunteer hours for political campaign activities. See instructions ..................................................................

Part I-B

Complete if the organization is exempt under section 501(c)(3).

Enter the amount of any excise tax incurred by the organization under section 4955 ................................ right arrow

Enter the amount of any excise tax incurred by organization managers under section 4955 ....................... right arrow

If the organization incurred a section 4955 tax, did it file Form 4720 for this year? .........................................

Yes No

Was a correction made? ......................................................................................................................

Yes No

If "Yes," describe in Part IV.

Part I-C

Complete if the organization is exempt under section 501(c), except section 501(c)(3).

Enter the amount directly expended by the filing organization for section 527 exempt function activities ..... right arrow

Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ............................................................................................................................ right arrow

Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b........... right arrow

Did the filing organization file Form 1120-POL for this year? ...................................................................

Yes No

Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.

(a) Name	(b) Address	(c) EIN	(d) Amount paid from filing organization's funds. If none, enter -0-.	(e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.
1
2
3
4
5
6

For Paperwork Reduction Act Notice, see the instructions for Form 990.

Cat. No. 50084S

Schedule C (Form 990) 2024

Page 2

Part II-A

Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).

A Check right arrow

if the filing organization belongs to an affiliated group (and list in Part IV each affiliated group member's name, address, EIN, expenses, and share of excess lobbying expenditures).
B Check right arrow

if the filing organization checked box A and "limited control" provisions apply.

Limits on Lobbying Expenditures (The term "expenditures" means amounts paid or incurred.)		(b) Affiliated group totals
1a	Total lobbying expenditures to influence public opinion (grass roots lobbying) ......................
b	Total lobbying expenditures to influence a legislative body (direct lobbying) ........................
c	Total lobbying expenditures (add lines 1a and 1b) ............................................................
d	Other exempt purpose expenditures ...............................................................................
e	Total exempt purpose expenditures (add lines 1c and 1d) ..................................................
f	Lobbying nontaxable amount. Enter the amount from the following table in both columns.
	If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:
	Not over $500,00020% of the amount on line 1e.
	Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.
	Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.
	Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.
	Over $17,000,000$1,000,000.

g	Grassroots nontaxable amount (enter 25% of line 1f) .................................................
h	Subtract line 1g from line 1a. If zero or less, enter -0-. ................................................
i	Subtract line 1f from line 1c. If zero or less, enter -0-. ................................................
j	If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting section 4911 tax for this year? ...................................................................................................................	Yes No

4-Year Averaging Period Under Section 501(h) (Some organizations that made a section 501(h) election do not have to complete all of the five columns below. See the separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
	Calendar year (or fiscal year beginning in)	(a) 2021	(b) 2022	(c) 2023	(d) 2024	(e) Total

2a	Lobbying nontaxable amount

b	Lobbying ceiling amount (150% of line 2a, column(e))

c	Total lobbying expenditures

d	Grassroots nontaxable amount

e	Grassroots ceiling amount (150% of line 2d, column (e))

f	Grassroots lobbying expenditures

Schedule C (Form 990) 2024

Page 3

Part II-B

Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).

For each "Yes" response on lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.

(a)

Yes

(b)

Amount

During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:

Volunteers? ...........................................................................................................

Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ........

Media advertisements? ...................................................................................................

Mailings to members, legislators, or the public? .............................................................................

Publications, or published or broadcast statements? ...........................................................

Grants to other organizations for lobbying purposes? ..........................................................

Direct contact with legislators, their staffs, government officials, or a legislative body? .......................

Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ..................

Other activities? ...................................................................................................................

Yes

92,531

Total. Add lines 1c through 1i ....................................................................................................

92,531

Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....

If "Yes," enter the amount of any tax incurred under section 4912 ...........................................

If "Yes," enter the amount of any tax incurred by organization managers under section 4912 ...................

If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? ........................

Part III-A

Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).

Yes

Were substantially all (90% or more) dues received nondeductible by members? ...............................................

Did the organization make only in-house lobbying expenditures of $2,000 or less? ............................................

Did the organization agree to carry over lobbying and political expenditures from the prior year? .................................

Part III-B

Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered "No" OR (b) Part III-A, line 3, is answered “Yes."

Dues, assessments and similar amounts from members ......................................................................

Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political expenses for which the section 527(f) tax was paid).

Current year .............................................................................................................................

Carryover from last year ............................................................................................................

Total ...........................................................................................................................................

Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .

If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ......................................................................................................................

Taxable amount of lobbying and political expenditures. See Instructions .........................................

Part IV

Supplemental Information

Provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part II-A (affiliated group list); Part II-A, lines 1 and 2 (see instructions), and Part ll-B, line 1. Also, complete this part for any additional information.

Return Reference	Explanation
Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY	DUES & MEMBERSHIP FEES WERE PAID TO THE FOLLOWING ORGANIZATIONS A PORTION OF WHICH WAS ALLOCATED TO LOBBYING: - ILLINOIS HEALTH AND HOSPITAL ASSOCIATION - $71,688 - AMERICAN ACADEMY SLEEP MEDICINE - $36 - AT STILL UNIVERSITY OF HEALTH NATIONAL CENTER FOR OSTEOPATHIC PRINCIPLES AND PRACTICE MEDICINE - $20,723 - AMERICAN OSTEOPATHIC ASSOCIATION - $7 - AMERICAN SOCIETY OF HEALTH-SYSTEM PHARMACISTS - $77

Return Reference

Explanation

Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY

DUES & MEMBERSHIP FEES WERE PAID TO THE FOLLOWING ORGANIZATIONS A PORTION OF WHICH WAS ALLOCATED TO LOBBYING: - ILLINOIS HEALTH AND HOSPITAL ASSOCIATION - $71,688 - AMERICAN ACADEMY SLEEP MEDICINE - $36 - AT STILL UNIVERSITY OF HEALTH NATIONAL CENTER FOR OSTEOPATHIC PRINCIPLES AND PRACTICE MEDICINE - $20,723 - AMERICAN OSTEOPATHIC ASSOCIATION - $7 - AMERICAN SOCIETY OF HEALTH-SYSTEM PHARMACISTS - $77

Schedule C (Form 990) 2024

Additional Data

Software ID:	24020961
Software Version:	2024v5.1

- TIN:

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
right arrow

Attach to Form 990.
right arrow

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

Open to Public Inspection

Name of the organization

Carle BroMenn Medical Center

Employer identification number

85-0682363

Part I

Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.

		(a) Donor advised funds	(b) Funds and other accounts
1	Total number at end of year .........
2	Aggregate value of contributions to (during year)
3	Aggregate value of grants from (during year)
4	Aggregate value at end of year ........

Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............

Yes No

Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................

Yes No

Part II

Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.

Purpose(s) of conservation easements held by the organization (check all that apply).

Preservation of land for public use (e.g., recreation or education) Preservation of an historically important land area

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.


a	Total number of conservation easements ......................	2a
b	Total acreage restricted by conservation easements ....................	2b
c	Number of conservation easements on a certified historic structure included in (a) .....	2c
d	Number of conservation easements included in (c) acquired after July 25, 2006, and not on a historic structure listed in the National Register ...	2d

Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year right arrow

Number of states where property subject to conservation easement is located right arrow

Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............

Yes No

Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow

Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow

Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................

Yes No

In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.

If the organization elected, as permitted under FASB ASC 958, not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.

If the organization elected, as permitted under FASB ASC 958, to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:

(i)

Revenue included on Form 990, Part VIII, line 1 ......................... right arrow

(ii)

Assets included in Form 990, Part X ............................... right arrow

If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under FASB ASC 958 relating to these items:

Revenue included on Form 990, Part VIII, line 1 .......................... right arrow

Assets included in Form 990, Part X ............................... right arrow

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 52283D

Schedule D (Form 990) (Rev. 1-2025)

Page 2

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)

Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):

Public exhibition

Loan or exchange programs

Scholarly research

Other

Preservation for future generations

Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.

During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...

Yes No

Part IV

Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.

Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................

Yes No


b	If "Yes," explain the arrangement in Part XIII and complete the following table:		Amount
c	Beginning balance .............................	1c
d	Additions during the year ............................	1d
e	Distributions during the year ..........................	1e
f	Ending balance ................................	1f

Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...

Yes No

If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....

Part V

Endowment Funds.
Complete if the organization answered "Yes" on Form 990, Part IV, line 10.

		(a) Current year	(b) Prior year	(c) Two years back	(d) Three years back	(e) Four years back

1a	Beginning of year balance ....
b	Contributions ...
c	Net investment earnings, gains, and losses
d	Grants or scholarships ...
e	Other expenditures for facilities and programs ...
f	Administrative expenses ....
g	End of year balance ......

Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:

Board designated or quasi-endowment right arrow

Permanent endowment right arrow

Term endowment right arrow

The percentages on lines 2a, 2b, and 2c should equal 100%.

Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes

(i) Unrelated organizations .................

3a(i)

(ii) Related organizations .................

3a(ii)

If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........

Describe in Part XIII the intended uses of the organization's endowment funds.

Part VI

Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.

Description of property		(a) Cost or other basis (investment)	(b) Cost or other basis (other)	(c) Accumulated depreciation	(d) Book value

1a	Land .....
b	Buildings ....
c	Leasehold improvements
d	Equipment ....	51,690,825	21,411,005	30,279,820
e	Other .....	208,583	45,008	163,575
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..				30,443,395

Schedule D (Form 990) (Rev. 1-2025)

Page 3

Part VII

Investments - Other Securities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.

(a) Description of security or category (including name of security)	(b) Book value	(c) Method of valuation: Cost or end-of-year market value
(1) Financial derivatives.........
(2) Closely-held equity interests........
(3)Other
(A)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)

Part VIII

Investments - Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.

(a) Description of investment	(b) Book value	(c) Method of valuation: Cost or end-of-year market value

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)

Part IX

Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.

(a) Description				(b) Book value

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........

Part X

Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.

1.(a) Description of liability	(b) Book value
(1) Federal income taxes
Federal Income Taxes








Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)	0
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII

Schedule D (Form 990) (Rev. 1-2025)

Page 4

Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total revenue, gains, and other support per audited financial statements .......			1
2	Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a	Net unrealized gains (losses) on investments ....	2a
b	Donated services and use of facilities .........	2b
c	Recoveries of prior year grants ...........	2c
d	Other (Describe in Part XIII.) ...........	2d	0
e	Add lines 2a through 2d .....................			2e	0
3	Subtract line 2e from line 1..................			3	0
4	Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b .	4a
b	Other (Describe in Part XIII.) ...........	4b	0
c	Add lines 4a and 4b....................			4c	0
5	Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ......			5	0

Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total expenses and losses per audited financial statements ...........			1
2	Amounts included on line 1 but not on Form 990, Part IX, line 25:
a	Donated services and use of facilities .........	2a
b	Prior year adjustments ............	2b
c	Other losses ................	2c
d	Other (Describe in Part XIII.) ...........	2d	0
e	Add lines 2a through 2d....................			2e	0
3	Subtract line 2e from line 1...................			3	0
4	Amounts included on Form 990, Part IX, line 25, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b ..	4a
b	Other (Describe in Part XIII.) ...........	4b	0
c	Add lines 4a and 4b.....................			4c	0
5	Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ......			5	0

Part XIII

Supplemental Information

Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.

Return Reference	Explanation
Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote	THE GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES PRESCRIBES A MORE-LIKELY-THAN-NOT RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR FINANCIAL STATEMENTS RECOGNITION OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN. THERE WERE NO UNCERTAIN TAX BENEFITS IDENTIFIED OR RECORDED AS A LIABILITY AS OF DECEMBER 31, 2024 AND 2023.

Schedule D (Form 990) (Rev. 1-2025)

Additional Data

Software ID:	24020961
Software Version:	2024v5.1

- TIN:

SCHEDULE H
(Form 990)

Department of the Treasury
Internal Revenue Service

Hospitals

Complete if the organization answered "Yes" on Form 990, Part IV, question 20a.
Medium right arrow

Attach to Form 990.
Medium right arrow

Go to www.irs.gov/Form990EZ for instructions and the latest information.

OMB No. 1545-0047

2024

Open to Public Inspection

Name of the organization

Carle BroMenn Medical Center

Employer identification number

85-0682363

Part I

Financial Assistance and Certain Other Community Benefits at Cost

Yes

Did the organization have a financial assistance policy during the tax year? If "No," skip to question 6a . . . .

Yes

If "Yes," was it a written policy? ......................

Yes

If the organization had multiple hospital facilities, indicate which of the following best describes application of the financial assistance policy to its various hospital facilities during the tax year.

Applied uniformly to all hospital facilities Applied uniformly to most hospital facilities Generally tailored to individual hospital facilities

Answer the following based on the financial assistance eligibility criteria that applied to the largest number of the organization's patients during the tax year.

Did the organization use Federal Poverty Guidelines (FPG) as a factor in determining eligibility for providing free care?

If "Yes," indicate which of the following was the FPG family income limit for eligibility for free care:

Yes

100% 150% 200% Other %

Did the organization use FPG as a factor in determining eligibility for providing discounted care? If "Yes," indicate

which of the following was the family income limit for eligibility for discounted care: . . . . . . . .

Yes

200% 250% 300% 350% 400% Other %

If the organization used factors other than FPG in determining eligibility, describe in Part VI the criteria used for determining eligibility for free or discounted care. Include in the description whether the organization used an asset test or other threshold, regardless of income, as a factor in determining eligibility for free or discounted care.

Did the organization's financial assistance policy that applied to the largest number of its patients during the tax year provide for free or discounted care to the "medically indigent"? . . . . . . . . . . . . .

Did the organization budget amounts for free or discounted care provided under its financial assistance policy during
the tax year? . . . . . . . . . . . . . . . . . . . . . . .

If "Yes," did the organization's financial assistance expenses exceed the budgeted amount? . . . . . .

If "Yes" to line 5b, as a result of budget considerations, was the organization unable to provide free or discountedcare to a patient who was eligibile for free or discounted care? . . . . . . . . . . . . .

Did the organization prepare a community benefit report during the tax year? . . . . . . . . .

If "Yes," did the organization make it available to the public? . . . . . . . . . . . . .

Complete the following table using the worksheets provided in the Schedule H instructions. Do not submit these worksheets with the Schedule H.

Financial Assistance and Certain Other Community Benefits at Cost

Financial Assistance and Means-Tested Government Programs		(a) Number of activities or programs (optional)	(b) Persons served (optional)	(c) Total community benefit expense	(d) Direct offsetting revenue	(e) Net community benefit expense	(f) Percent of total expense
a	Financial Assistance at cost (from Worksheet 1) . . .			2,654,622	0	2,654,622	1.086 %
b	Medicaid (from Worksheet 3, column a) . . . . .			36,383,501	35,753,116	630,385	0.258 %
c	Costs of other means-tested government programs (from Worksheet 3, column b) . .					0	0 %
d	Total Financial Assistance and Means-Tested Government Programs . . . . .	0	0	39,038,123	35,753,116	3,285,007	1.344 %
Other Benefits
e	Community health improvement services and community benefit operations (from Worksheet 4).			16,507	0	16,507	0.007 %
f	Health professions education (from Worksheet 5) . . .			1,605,683	351,114	1,254,569	0.513 %
g	Subsidized health services (from Worksheet 6) . . . .			15,451,947	0	15,451,947	6.321 %
h	Research (from Worksheet 7) .					0	0 %
i	Cash and in-kind contributions for community benefit (from Worksheet 8) . . . .			353,092	0	353,092	0.144 %
j	Total. Other Benefits . .	0	0	17,427,229	351,114	17,076,115	6.986 %
k	Total. Add lines 7d and 7j .	0	0	56,465,352	36,104,230	20,361,122	8.329 %

For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 50192T Schedule H (Form 990) 2024

Schedule H (Form 990) 2024

Page

Part II

Community Building Activities Complete this table if the organization conducted any community building activities during the tax year, and describe in Part VI how its community building activities promoted the health of the communities it serves.

		(a) Number of activities or programs (optional)	(b) Persons served (optional)	(c) Total community building expense	(d) Direct offsetting revenue	(e) Net community building expense	(f) Percent of total expense
1	Physical improvements and housing					0	0 %
2	Economic development			1,613	0	1,613	0.001 %
3	Community support					0	0 %
4	Environmental improvements					0	0 %
5	Leadership development and training for community members			2,843		2,843	0.001 %
6	Coalition building					0	0 %
7	Community health improvement advocacy					0	0 %
8	Workforce development					0	0 %
9	Other			208,785	0	208,785	0.085 %
10	Total	0	0	213,241	0	213,241	0.087 %

Part III

Bad Debt, Medicare, & Collection Practices

Section A. Bad Debt Expense

Yes

Did the organization report bad debt expense in accordance with Healthcare Financial Management Association Statement No. 15? ..........................

Yes

Enter the amount of the organization's bad debt expense. Explain in Part VI the methodology used by the organization to estimate this amount. ......

3,897,968

Enter the estimated amount of the organization's bad debt expense attributable to patients eligible under the organization's financial assistance policy. Explain in Part VI the methodology used by the organization to estimate this amount and the rationale, if any, for including this portion of bad debt as community benefit. ......

1,948,984

Provide in Part VI the text of the footnote to the organization’s financial statements that describes bad debt expense or the page number on which this footnote is contained in the attached financial statements.

Section B. Medicare

Enter total revenue received from Medicare (including DSH and IME).....

100,583,528

Enter Medicare allowable costs of care relating to payments on line 5.....

108,485,790

Subtract line 6 from line 5. This is the surplus (or shortfall)........

-7,902,262

Describe in Part VI the extent to which any shortfall reported in line 7 should be treated as community benefit.Also describe in Part VI the costing methodology or source used to determine the amount reported on line 6.Check the box that describes the method used:

Cost accounting system Cost to charge ratio Other

Section C. Collection Practices

Did the organization have a written debt collection policy during the tax year? ..........

Yes

If "Yes," did the organization’s collection policy that applied to the largest number of its patients during the tax year
contain provisions on the collection practices to be followed for patients who are known to qualify for financial assistance? Describe in Part VI .........................

Yes

Part IV

Management Companies and Joint Ventures(owned 10% or more by officers, directors, trustees, key employees, and physicians—see instructions)

(a) Name of entity	(b) Description of primary activity of entity	(c) Organization's profit % or stock ownership %	(d) Officers, directors, trustees, or key employees' profit % or stock ownership %	(e) Physicians' profit % or stock ownership %
1
2
3
4
5
6
7
8
9
10
11
12
13

Schedule H (Form 990) 2024

Page

Part VFacility Information

Section A. Hospital Facilities (list in order of size from largest to smallest—see instructions)How many hospital facilities did the organization operate during the tax year?1Name, address, primary website address, and state license number (and if a group return, the name and EIN of the subordinate hospital organization that operates the hospital facility)
1	CARLE BROMENN MEDICAL CENTER 1304 FRANKLIN AVENUE NORMAL,IL61761 https://carle.org/locations/carle-bromenn-medical-center 0006189	X	X	X	X

Schedule H (Form 990) 2024

Page 4

Part VFacility Information (continued)

Section B. Facility Policies and Practices

(Complete a separate Section B for each of the hospital facilities or facility reporting groups listed in Part V, Section A)

	CARLE BROMENN MEDICAL CENTER
Name of hospital facility or letter of facility reporting group

Line number of hospital facility, or line numbers of hospital facilities in a facility
reporting group (from Part V, Section A):

Yes

Community Health Needs Assessment

Was the hospital facility first licensed, registered, or similarly recognized by a state as a hospital facility in the current tax year or the immediately preceding tax year?........................

Was the hospital facility acquired or placed into service as a tax-exempt hospital in the current tax year or the immediately preceding tax year? If “Yes,” provide details of the acquisition in Section C...............

During the tax year or either of the two immediately preceding tax years, did the hospital facility conduct a community health needs assessment (CHNA)? If "No," skip to line 12......................

Yes

If "Yes," indicate what the CHNA report describes (check all that apply):

A definition of the community served by the hospital facility

Demographics of the community

Existing health care facilities and resources within the community that are available to respond to the health needs of the community

How data was obtained

The significant health needs of the community

Primary and chronic disease needs and other health issues of uninsured persons, low-income persons, and minority groups

The process for identifying and prioritizing community health needs and services to meet the community health needs

The process for consulting with persons representing the community’s interests

The impact of any actions taken to address the significant health needs identified in the hospital facility's prior CHNA(s)

Other (describe in Section C)

Indicate the tax year the hospital facility last conducted a CHNA: 20 22

In conducting its most recent CHNA, did the hospital facility take into account input from persons who represent the broad interests of the community served by the hospital facility, including those with special knowledge of or expertise in public health? If "Yes," describe in Section C how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted .................

Yes

6 a

Was the hospital facility’s CHNA conducted with one or more other hospital facilities? If "Yes," list the other hospital facilities in Section C..................................

Yes

Was the hospital facility’s CHNA conducted with one or more organizations other than hospital facilities?” If “Yes,” list the other organizations in Section C. ............................

Yes

Did the hospital facility make its CHNA report widely available to the public?..............

Yes

If "Yes," indicate how the CHNA report was made widely available (check all that apply):

Hospital facility’s website (list url): https://carle.org/about-us/community-health-needs-assessments

Other website (list url): SEE SCHEDULE H, PART VI FOR PART V, SECTION B, LINE 7B - COMMUNITY HEALTH NEEDS ASSESSMENT FOOTNOTE

Made a paper copy available for public inspection without charge at the hospital facility

Other (describe in Section C)

Did the hospital facility adopt an implementation strategy to meet the significant community health needs
identified through its most recently conducted CHNA? If "No," skip to line 11. ..............

Yes

Indicate the tax year the hospital facility last adopted an implementation strategy: 20 23

Is the hospital facility's most recently adopted implementation strategy posted on a website?.........

Yes

If "Yes" (list url): HTTPS://CARLE.ORG/ABOUT-US/COMMUNITY-HEALTH-NEEDS-ASSESSMENTS

If "No," is the hospital facility’s most recently adopted implementation strategy attached to this return? ......

10b

Describe in Section C how the hospital facility is addressing the significant needs identified in its most recently conducted CHNA and any such needs that are not being addressed together with the reasons why such needs are not being addressed.

12a

Did the organization incur an excise tax under section 4959 for the hospital facility's failure to conduct a CHNA as required by section 501(r)(3)?...............................

12a

If "Yes" on line 12a, did the organization file Form 4720 to report the section 4959 excise tax?........

12b

If "Yes" on line 12b, what is the total amount of section 4959 excise tax the organization reported on Form 4720 for all of its hospital facilities? $

Schedule H (Form 990) 2024

Page 5

Part VFacility Information (continued)

Financial Assistance Policy (FAP)

	CARLE BROMENN MEDICAL CENTER
Name of hospital facility or letter of facility reporting group

Yes

Did the hospital facility have in place during the tax year a written financial assistance policy that:

Explained eligibility criteria for financial assistance, and whether such assistance included free or discounted care?

Yes

If “Yes,” indicate the eligibility criteria explained in the FAP:

Federal poverty guidelines (FPG), with FPG family income limit for eligibility for free care of 200.0%
and FPG family income limit for eligibility for discounted care of 400.0%

Income level other than FPG (describe in Section C)

Asset level

Medical indigency

Insurance status

Underinsurance discount

Residency

Other (describe in Section C)

Explained the basis for calculating amounts charged to patients?.................

Yes

Explained the method for applying for financial assistance?...................

Yes

If “Yes,” indicate how the hospital facility’s FAP or FAP application form (including accompanying instructions) explained the method for applying for financial assistance (check all that apply):

Described the information the hospital facility may require an individual to provide as part of his or her application

Described the supporting documentation the hospital facility may require an individual to submit as part of his or
her application

Provided the contact information of hospital facility staff who can provide an individual with information about the
FAP and FAP application process

Provided the contact information of nonprofit organizations or government agencies that may be sources of
assistance with FAP applications

Other (describe in Section C)

Was widely publicized within the community served by the hospital facility?........

Yes

If "Yes," indicate how the hospital facility publicized the policy (check all that apply):

The FAP was widely available on a website (list url):

SEE SCHEDULE H, PART VI

The FAP application form was widely available on a website (list url):

SEE SCHEDULE H, PART VI

A plain language summary of the FAP was widely available on a website (list url):
SEE SCHEDULE H, PART VI

The FAP was available upon request and without charge (in public locations in the hospital facility and by mail)

The FAP application form was available upon request and without charge (in public locations in the hospital facility
and by mail)

A plain language summary of the FAP was available upon request and without charge (in public locations in the
hospital facility and by mail)

Individuals were notified about the FAP by being offered a paper copy of the plain language summary of the FAP, by
receiving a conspicuous written notice about the FAP on their billing statements, and via conspicuous public displays or
other measures reasonably calculated to attract patients' attention

Notified members of the community who are most likely to require financial assistance about availability of the FAP

The FAP, FAP application form, and plain language summary of the FAP were translated into the primary language(s)
spoken by LEP populations

Other (describe in Section C)

Schedule H (Form 990) 2024

Page 6

Part VFacility Information (continued)

Billing and Collections

	CARLE BROMENN MEDICAL CENTER
Name of hospital facility or letter of facility reporting group

Yes

Did the hospital facility have in place during the tax year a separate billing and collections policy, or a written financial assistance policy (FAP) that explained all of the actions the hospital facility or other authorized party may take upon nonpayment?..................................

Yes

Check all of the following actions against an individual that were permitted under the hospital facility's policies during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP:

Reporting to credit agency(ies)

Selling an individual’s debt to another party

Deferring, denying, or requiring a payment before providing medically necessary care due to nonpayment of a previous
bill for care covered under the hospital facility's FAP

Actions that require a legal or judicial process

Other similar actions (describe in Section C)

None of these actions or other similar actions were permitted

Did the hospital facility or other authorized party perform any of the following actions during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP?............

If "Yes," check all actions in which the hospital facility or a third party engaged:

Reporting to credit agency(ies)

Selling an individual’s debt to another party

Deferring , denying, or requiring a payment before providing medically necessary care due to nonpayment of a previous
bill for care covered under the hospital facility's FAP

Actions that require a legal or judicial process

Other similar actions (describe in Section C)

Indicate which efforts the hospital facility or other authorized party made before initiating any of the actions listed (whether or not checked) in line 19. (check all that apply):

Provided a written notice about upcoming ECAs (Extraordinary Collection Action) and a plain language summary of the
FAP at least 30 days before initiating those ECAs (if not, describe in Section C)

Made a reasonable effort to orally notify individuals about the FAP and FAP application process (if not, describe in
Section C)

Processed incomplete and complete FAP applications (if not, describe in Section C)

Made presumptive eligibility determinations (if not, describe in Section C)

Other (describe in Section C)

None of these efforts were made

Policy Relating to Emergency Medical Care

Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that required the hospital facility to provide, without discrimination, care for emergency medical conditions to individuals regardless of their eligibility under the hospital facility’s financial assistance policy?..................

Yes

If "No," indicate why:

The hospital facility did not provide care for any emergency medical conditions

The hospital facility’s policy was not in writing

The hospital facility limited who was eligible to receive care for emergency medical conditions (describe in Section C)

Other (describe in Section C)

Schedule H (Form 990) 2024

Page 7

Part VFacility Information (continued)

Charges to Individuals Eligible for Assistance Under the FAP (FAP-Eligible Individuals)

	CARLE BROMENN MEDICAL CENTER
Name of hospital facility or letter of facility reporting group

Yes

Indicate how the hospital facility determined, during the tax year, the maximum amounts that can be charged to FAP-eligible individuals for emergency or other medically necessary care.

The hospital facility used a look-back method based on claims allowed by Medicare fee-for-service during a prior 12-month period

The hospital facility used a look-back method based on claims allowed by Medicare fee-for-service and all private health insurers that pay claims to the hospital facility during a prior 12-month period

The hospital facility used a look-back method based on claims allowed by Medicaid, either alone or in combination with
Medicare fee-for-service and all private health insurers that pay claims to the hospital facility during a prior 12-month
period

The hospital facility used a prospective Medicare or Medicaid method

During the tax year, did the hospital facility charge any FAP-eligible individual to whom the hospital facility provided emergency or other medically necessary services more than the amounts generally billed to individuals who had insurance covering such care? ...............................

If "Yes," explain in Section C.

During the tax year, did the hospital facility charge any FAP-eligible individual an amount equal to the gross charge for any service provided to that individual? ...........................

If "Yes," explain in Section C.

Schedule H (Form 990) 2024

Page 8

Part V

Facility Information (continued)

Section C. Supplemental Information for Part V, Section B. Provide descriptions required for Part V, Section B, lines 2, 3j, 5, 6a, 6b, 7d, 11, 13b, 13h, 15e, 16j, 18e, 19e, 20a, 20b, 20c, 20d, 20e, 21c, 21d, 23, and 24. If applicable, provide separate descriptions for each hospital facility in a facility reporting group, designated by facility reporting group letter and hospital facility line number from Part V, Section A (“A, 1,” “A, 4,” “B, 2,” “B, 3,” etc.) and name of hospital facility.
Form and Line Reference	Explanation
Schedule H, Part V, Section B, Line 3E	THE SIGNIFICANT HEALTH NEEDS ARE A PRIORITIZED DESCRIPTION OF THE SIGNIFICANT HEALTH NEEDS OF THE COMMUNITY AND IDENTIFIED THROUGH THE CHNA.
Schedule H, Part V, Section B, Line 5 Facility , 1	Facility , 1 - CARLE BROMENN MEDICAL CENTER. Carle BroMenn Medical Center, Chestnut Health Systems (a Federally Qualified Health Center), the McLean County Health Department and OSF St. Joseph Medical Center collaborated with 64 individuals on the McLean County Community Health Council to conduct a joint 2022 McLean County Community Health Needs Assessment (CHNA) and adopt a joint 2023 - 2025 McLean County Community Health Improvement Plan (CHIP). Participants included a broad cross-sector of representatives from 46 organizations including healthcare, county and city government, public health, social services, housing, education, faith and others. Twenty-one of these organizations are social services organizations representing the underserved, low-income or minority populations, including the Baby Fold, Bloomington Normal Girls and Boys Club, Bloomington Housing Authority, Bloomington Township, Children's Home and Aid, East Central Illinois Area Agency on Aging, Heartland Head Start, EasterSeals of Central Illinois (individuals with disabilities), Faith in Action (transportation for seniors), Home Sweet Home Ministries (homeless), Integrity Counseling, Marcfirst SPICE, McLean County Center for Human Services, Mid Central Community Action, NAACP of Bloomington-Normal, Project Oz (youth), United Way of McLean County, Western Avenue Community Center, West Bloomington Revitalization, YMCA, and YWCA. There was also representation from Chestnut Health Systems Family Health Center which serves low-income and underserved residents of McLean County. Conducting a joint CHNA is possible as all four entities define their service area as McLean County. The process of collecting and analyzing data and prioritizing significant needs was overseen by an Executive Steering Committee of the council comprised of one representative from both hospitals, Chestnut Health Systems and the McLean County Health Department. In the fall/winter of 2021 - 2022, the committee analyzed data from a variety of sources, including existing secondary data sources and primary data from a survey administered to McLean County residents in August - September 2021. Of the 763 residents that responded, 113 were from the low-income population. The Executive Steering Committee identified the significant health needs to present to the McLean County Community Health Council for prioritization by utilizing the following criteria: - Size of the issue - Rates worse than Illinois counties or state rate - Disparities by race/ethnicity, age and gender - Disparities by ZIP code - Percent of indicators trending unfavorably in a statistically significant direction - Does not meet Healthy People (HP) 2020 or HP 2030 target - Does working on the issue impact other issues for collective impact? The seven significant health needs identified by the executive steering committee for prioritization by the council were access to care; behavioral health (mental health and substance use); diabetes, healthy eating and active living (exercise, nutrition, obesity, food access/insecurity); heart disease; oral health; and respiratory disease. The Executive Steering Committee facilitated three virtual meetings, due to the COVID-19 pandemic, of the McLean County Community Health Council to prioritize the health needs derived from the data analysis: January 27, 2022 The purpose of the first meeting was to explain the collaborative nature of the joint 2022 community health needs assessment with Carle BroMenn Medical Center, the McLean County Health Department, OSF St. Joseph Medical Center and Chestnut Health Systems and the end goal of producing a joint community health improvement plan for McLean County. Annual Report highlights from 2020 and 2021 for the 2020 - 2022 McLean County Community Health Improvement Plan were reviewed with the council. February 10, 2022 During the second meeting, the Executive Steering Committee presented data on the significant health needs identified for prioritization. Age, gender, race/ethnicity and ZIP code disparities were shared when available. Data for the social determinants of health was also reviewed with the council. Questions from council members were addressed throughout the data presentation. At the conclusion of the meeting, data summaries for the top seven health needs were emailed to the council members, in addition to the presentation given by the Executive Steering Committee during the meeting. February 24, 2022 During the final meeting, a prioritization method was used for the McLean County Community Health Council to the select the three significant health needs for the 2022 McLean County Community Health Needs Assessment and around which the 2023 - 2025 McLean County Community Health Improvement Plan was be developed. The McLean County 2022 CHNA was posted in August 2022 and included a mechanism for the community to provide feedback via email. Posting of the McLean County 2023 - 2025 CHIP occurred in February 2023. As of December 31, 2024, there was no additional feedback from the community related to the 2022 McLean County CHNA, the 2023 - 2025 McLean County Community Health Improvement Plan (CHIP), the previous 2019 McLean County CHNA or the 2020-2022 McLean County CHIP.
Schedule H, Part V, Section B, Line 6a Facility , 1	Facility , 1 - CARLE BROMENN MEDICAL CENTER. OSF HEALTHCARE ST. JOSEPH MEDICAL CENTER, BLOOMINGTON, IL
Schedule H, Part V, Section B, Line 6b Facility , 1	Facility , 1 - CARLE BROMENN MEDICAL CENTER. CHESTNUT HEALTH SYSTEMS, CHESTNUT FAMILY HEALTH CENTER, BLOOMINGTON, IL MCLEAN COUNTY HEALTH DEPARTMENT, BLOOMINGTON, IL
Schedule H, Part V, Section B, Line 7 Facility , 1	Facility , 1 - CARLE BROMENN MEDICAL CENTER. An overview of the process and results of the 2022 McLean County CHNA were given to the McLean County Board of Health, Chestnut Health Systems Board of Directors, Carle BroMenn-Eureka Governing Council and OSF Healthcare Systems Board of Directors. CHNA presentations were also given to students at Illinois Wesleyan University and to Leadership McLean County participants in 2022 and 2023. In 2024, CHNA and CHIP presentations were given to Illinois State University Mennonite College of Nursing students, Illinois Wesleyan University social work students and to Leadership McLean County.
Schedule H, Part V, Section B, Line 11 Facility , 1	Facility , 1 - CARLE BROMENN MEDICAL CENTER. 2022 CHNA and 2023 - 2025 implementation plan (CHIP) Health Needs Selected ACCESS TO CARE Access to care was selected as a significant health need to be addressed by the McLean County Community Health Council not only because of its high priority score (172.9), but for several other reasons. Access to care is an important issue that affects many health outcomes. Improving access in certain areas and for certain populations can have a widespread impact on a variety of health outcomes. Data presented to the council also indicated that there are significant geographic and racial/ethnic disparities in McLean County that may be related to access to care. Access to healthcare was also rated by the 2021 McLean County Community Health Survey respondents as the number one issue affecting quality of life. Council members suggested that there are a variety of factors that can improve access to care ranging from health equity to transportation. Access to care was also selected as a health priority for the 2016 and 2019 McLean County Community Health Needs Assessments. The 2023-2025 McLean County Community Health Improvement Plan is a joint plan for the entire county and consists of interventions and resources to be provided by the hospitals, health department, family health center and numerous social services or other community organizations. Highlights for steps taken in 2024 as a part of the joint 2023 - 2025 McLean Community Health Improvement Plan to address access to care are listed below: -In 2024, Carle Health had several system wide Diversity, Equity, and Inclusion (DEI) related accomplishments: 1. Hosted 12 Health Equity Grand Round sessions, with a total of 1,904 participants. Sessions were available to community members for continuing education credits. 2. Delivered 15 weeks of anti-racism education to nurse leaders. The education was supported by a $20,000 grant from the American Nurses Association. 3. Delivered 65 live DEI education sessions to Carle Health teams on topics like cultural humility, LGBTQ+ inclusive education, racism in healthcare and bias time out. 4. Over 2,800 nurses completed education on caring for diverse hair types and textures. 5. Carle BroMenn Medical Center was designated as a "high performer" on the 2024 Healthcare Equality Index, which is a nationwide designation of hospitals and healthcare facilities for LGBTQ+ inclusive healthcare practices. 6. Carle Health leadership participated in over 4,000 hours of education through inclusive leadership forums; 102 leaders were Carle BroMenn Medical Center and Carle Eureka Hospital leaders accumulating 460 hours of education. 7. Carle Health employees participated in 12 multicultural DEI forums for a total of 430 learning hours. -In 2024, the Carle McLean County Mobile Health Clinic hosted 67 clinics at various sites in McLean County and provided services to 486 patients. In November 2024, Colfax was added as a clinic site expanding access to care in the rural community. -In 2024, Carle Health launched YoMingo. YoMingo is a new app offered as an educational resource for new and expecting mothers. It has important information and answers to everyday questions as well as the following: 1. Information on topics like prenatal care, pregnancy, labor and childbirth, breastfeeding, newborn care, and parenting. 2. Interactive maternity tools such as contraction timer, personal journal, feeding log and immunization log. 3. Classes, videos and animations on multiple topics. 4. Personalized content available in English, Spanish and 12 other languages -On October 18, 2024, Carle BroMenn Medical Center, in collaboration with the Illinois Breast and Cervical Cancer Program and Prairie State Women's Health, offered free, walk-in mammograms to uninsured and underinsured community members. Nineteen women participated. -On November 13, 2024, Queer Coalition, Illinois State University's sponsored LGBTQIA+ faculty, staff and graduate student affinity group, and the Women's Gender and Sexuality Studies Program hosted a lunch and interactive workshop led by a Carle BroMenn Medical Center senior staff chaplain. The purpose of the event was to empower LGBTQIA+ people of all ages to take control of their healthcare decisions. Twenty-five people participated in the event. -Carle BroMenn Medical Center and OSF HealthCare St. Joseph Medical Center continued to provide support for the Community Health Care Clinic (CHCC) in 2024. The CHCC is a free clinic which provides services to the medically underserved population of McLean County to ensure that all populations in the community have access to healthcare. All emergency room visits, diagnostic testing and hospital services are provided free of charge by Carle BroMenn and OSF St. Joseph. -Carle BroMenn also owns the building where the clinic is located and provides maintenance for the clinic at no charge. OSF provides human resources support for the clinic. -In 2024, Carle BroMenn Medical Center continued to lead the LGBTQ+ Community Advisory Council for Carle Health. The council fosters increased access to care by giving voice to the LGBTQ+ community and allies in order to provide more sensitive and respectful care. -On April 19, 2024, team members from Carle BroMenn Medical Center and Carle Behavioral Health Bloomington staffed a table at the 2024 Transgender Resource Fair. -In 2024, 647 pediatric patients received fluoride applications at Carle Pediatrics Bloomington and Carle Family Medicine Normal. -In 2024, Carle West Physician Group provided 1,687 virtual visits for 1,216 unique patients. -In 2024, the Community Health Director for Carle BroMenn Medical Center and Carle Eureka Hospital served on the Access to Care Priority Action Team for the 2023 - 2025 McLean County Community Health Improvement Plan. The 2023 - 2025 McLean County Community Health Improvement Plan (CHIP) was posted in February 2023. Interventions for access to care and the 2023 McLean County CHIP Progress Report can be viewed at: HTTPS://CARLE.ORG/ABOUT-US/COMMUNITY-HEALTH-NEEDS-ASSESSMENTS BEHAVIORAL HEALTH Behavioral health was selected as a significant health need to be addressed by the McLean County Community Health Council for several reasons. Behavioral health received the second highest priority score (159.0), indicating the need for further improvements in this area in McLean County. There are numerous geographic and racial/ethnic disparities for behavioral health related indicators. In addition, mental health was rated as the top health issue by 2021 McLean County Community Health Survey respondents. There has been a great deal of public support and momentum behind behavioral health in McLean County for the last several years. McLean County is well situated to continue to collaborate on mental health care due to the ongoing efforts of numerous organizations and the support of the McLean County Government. Mental health was also previously selected as a key health priority for the 2016 and 2019 McLean County Community Health Needs Assessments. Highlights for steps that taken in 2024 as a part of the joint 2023 - 2025 McLean Community Health Improvement Plan to address behavioral health are listed below: -Carle BroMenn Medical Center continues to have the only inpatient mental health unit and the only hospital-based substance use program in McLean County, which addresses both the behavioral health and access to care significant health needs. The inpatient mental health unit and the addiction and recovery unit provide critical services to those adults needing inpatient psychiatric or addiction and recovery services. The inpatient mental health unit operated at a loss of $2,835,459 and the addiction and recovery unit operated at a loss $2,089,912 from January 1 - December 31, 2024. -In 2024, Carle Behavioral Health Bloomington accomplished the following: 1. Increased adult psychiatrist and psychiatric nurse practitioners from three to seven practitioners. 2. Added an additional mental health counselor. 3. Added intake RN for outpatient services to support referral process. 4. Successfully launched patient portal scheduling for psychiatric providers. 5. Hosted an informative conversation about mental health for community members. Carle Behavioral Health psychiatrists discussed what mental health and psychiatric care can mean to the individual and to the community. The panel of experts included Rachel Immen, MD, psychiatrist, Burgundy Johnson, DO, child/adolescent psychiatrist and Alyssa Wood, DO, child/adolescent psychiatrist. Approximately 30 individuals were in attendance.
Schedule H, Part V, Section B, Line 11 Facility , 2	Facility , 2 - CARLE BROMENN MEDICAL CENTER (CONTINUED). - Carle Behavioral Health Bloomington had the following community collaborations: 1. Contracted with McLean County Government for psychiatric services with McLean County Jail. 2. Contracted with McLean County Government for psychiatric services with FUSE Program. 3. Received a State of Illinois SAMHSA Assisted Outpatient Treatment Grant (adult psychiatry/care management). This pilot program (in partnership with Cook County and the State of Illinois) will expand the successful use of court ordered outpatient behavioral health treatment. Court ordered outpatient treatment is an underutilized resource in the State of Illinois; this program will create models that can be expanded and replicated in other Illinois counties. 4. Carle Behavioral Health Bloomington and United Way of McLean County continued their partnership entitled ThriveMind to increase rural access to behavioral health services for kindergarten through twelfth grade students who do not readily have access to these services, at Olympia, Ridgeview, LeRoy and Lexington schools. As a part of the collaboration, 27 students received counseling services in 2024 at no charge and without a limit on the number of services received. 5. A leader from Carle BroMenn Medical Center, participated in McLean County's newly established Family Treatment Court (FTC). Carle BroMenn Medical Center is also a part of the FTC team that is designed to work with parents and children who have become involved with the Department of Children and Family Services because of child abuse or neglect that is directly related to a parent's substance abuse. -In 2024, Carle BroMenn Medical Center increased inpatient psychiatric bed capacity from 13 beds to 16 beds by adding another inpatient psychiatrist. -In 2024, Carle BroMenn Medical Center hosted four Mental Health First Aid (MHFA) classes held at the Carle Health and Fitness Center for 54 community members. -In 2024, Carle BroMenn Medical Center provided 30.7 hours of telepsychiatry. Carle Behavioral Health Bloomington provided 6,268 telepsychiatry visits for 1,526 unique individuals. -On February 22, 2024, four Carle BroMenn Medical Center and Carle Behavioral Health Bloomington leaders attended the McLean Sequential Intercept Mapping Event. The Sequential Intercept Model (SIM) helps communities identify resources and gaps in services at each intercept and develop local strategic action plans. The SIM mapping process brings together leaders and different agencies and systems to work together to identify strategies to divert people with mental and substance use disorders away from the justice system into treatment. Local Law enforcement, hospitals, social service providers, jail, probation, shelters, local government, legal professionals, first responders, and universities and colleges are some of the sectors that participated in the event. -The Manager of Behavioral Health, Carle BroMenn Medical Center Chemical Dependency, continued to serve on the McLean County Recovery Oriented System of Care Council in 2024. -The Assistant Clinical Manager of Mental Health Services for Carle BroMenn Medical Center served on the McLean County Community Health Improvement Plan Behavioral Health Priority Action Team in 2024. -In 2024, the Community Health Director for Carle BroMenn Medical Center and Carle Eureka Hospital facilitated the McLean County Community Health Improvement Plan Behavioral Health Priority Action Team meetings. -The Community Health Director for Carle BroMenn Medical Center and Carle Eureka Hospital served on the McLean County Trauma and Resilience Collaborative (RISE). RISE is led by the McLean County Government. The 2023 - 2025 McLean County Community Health Improvement Plan (CHIP) was posted in February 2023. Interventions for behavioral health and the 2023 McLean County CHIP Progress Report can be viewed at: HTTPS://CARLE.ORG/ABOUT-US/COMMUNITY-HEALTH-NEEDS-ASSESSMENTS HEALTHY EATING/ACTIVE LIVING Healthy eating/active living was selected as a significant health need to be addressed by the McLean County Community Health Council because it ranked as number three according to its priority score of 157.5. Additionally, the council felt that by focusing on healthy eating/active living, many other health outcomes such as heart disease, cancer and diabetes may also be positively impacted. This issue was also selected because obesity was the second top perceived health issue, according to the 2021 McLean County Community Health Survey respondents, and poor eating habits was the second most important perceived issue impacting health. Food insecurity and food access are also areas needing improvement in McLean County. Healthy Eating/Active Living was selected as a health priority for the 2019 McLean County Community Health Needs Assessment. Obesity was selected as a health priority for the 2016 McLean County Community Health Needs Assessment. Highlights for steps taken in 2024 as a part of the joint 2023 - 2025 McLean Community Health Improvement Plan to address healthy eating/active living are listed below: In 2024, Carle BroMenn Medical Center accomplished the following: 1. Carle Cancer Institute Normal, held Trail Tuesdays from June to October to boost physical activity for current and previous cancer patients. A total of approximately 60 people participated in the weekly walks on the Constitution Trail. 2. The Nurse Practice Council at Carle BroMenn Medical Center donated over 700 jars of peanut butter and 550 boxes of crackers to benefit children in need at Glenn, Fairview and Oakland Elementary Schools. 3. The Mission and Spiritual Care department at Carle BroMenn Medical Center, in cooperation with the Carle Faith Community Partners, launched the Compassion Cupboard in May 2023 as a pilot program. The Compassion Cupboard provided bags of basic food items such as canned fruits, vegetables, proteins and grains to 70 individuals experiencing food insecurity that were discharged from the hospital or sought services at an outpatient clinic in 2024. The intent of the food bags is to aid with food insecurity in the short term. Information about local food pantries and support programs was included in each bag. 4. Cardiopulmonary Rehab and Nutrition Services at Carle BroMenn Medical Center hosted a low-sodium food drive. Approximately 124 donated items were given to Home Sweet Home Ministries and Center for Hope Outreach Program. 5. A food waste composting pilot began at Carle BroMenn Medical Center in August 2024 that diverted an average of 800 pounds of food waste from a landfill each month. -In 2024, the Carle Health & Fitness Center accomplished the following: 1. Conducted a free blood pressure screening for 40 Illinois Wesleyan University nursing students. 2. Conducted a free fall prevention workshop to 23 participants in partnership with Carle McLean County Orthopedics. 3. Held a free bone density bone density presentation to 50 participants in partnership with Carle McLean County Orthopedics. 4. Held a free nutrition presentation to five seniors and a free presentation on olive oil to eight people. 5. Ten staff members volunteered at the Midwest Food Bank and the center held drive for essentials for The Salvation Army. -The Partnership for Health Pilot Program began in April 2017 and continued in 2024. The program is a private-public partnership to improve the health and fitness of people with developmental and intellectual disabilities, and their support workers. Partners include Carle Health & Fitness Center, Lifelong Access, Carle Center for Philanthropy, the McLean County Health Department and the McLean County Board for the Care and Treatment of Persons with a Developmental Disability (377 Board). IN 2024, THE PROGRAM SERVED AN AVERAGE OF 21 INDIVIDUALS. 2024 OUTCOMES ARE AS FOLLOWS: -45% OF PARTICIPANTS DECREASED THEIR SYSTOLIC PRESSURE -50% OF PARTICIPANTS DECREASED THEIR DIASTOLIC PRESSURE -60% OF PARTICIPANTS IMPROVED OR MAINTAINED THEIR WAIST CIRCUMFERENCE -60% OF PARTICIPANTS IMPROVED THEIR BODY MASS INDEX (BMI) -In 2024, the Community Health Director for Carle BroMenn Medical Center and Carle Eureka Hospital served on the Healthy Eating/Active Living Priority Action Team for the 2023 - 2025 McLean County Community Health Improvement Plan. The 2023 - 2025 McLean County Community Health Improvement Plan (CHIP) was posted in February 2023. Interventions for healty eating/active living and the 2023 McLean County CHIP Progress Report can be viewed at: HTTPS://CARLE.ORG/ABOUT-US/COMMUNITY-HEALTH-NEEDS-ASSESSMENTS
Schedule H, Part V, Section B, Line 11 Facility , 3	Facility , 3 - CARLE BROMENN MEDICAL CENTER (CONTINUED). Health Needs Not Selected Diabetes was not selected as a health need to be addressed because it was ranked seventh with a priority score of 71.4 and the McLean County Community Health Council did not feel that there was a compelling reason to eliminate one of the top three ranked health issues. Council members also felt that diabetes improvements could be made with a focus on access to care and healthy eating/active living. Heart disease was not selected as a health need to be addressed because it was ranked fifth according to its priority score of 96.0 and the McLean County Community Health Council did not feel that there was a compelling reason to eliminate one of the health issues that ranked in the top three. The council did discuss that improving access to care may also improve health outcomes for heart disease, particularly in areas of high socioeconomic needs. Oral health was not selected as a health need to be address. Although oral health is deemed as an extremely important issue in McLean County, the McLean County Community Health Council agreed to address the three needs that received the highest priority scores. Oral health was ranked fourth with a score of 112. The council did discuss that oral health is an access issue and can be addressed under access to care. The opening of a new dental clinic at the Community Health Care Clinic in early 2019 for individuals without health insurance is improving oral health care access. Respiratory disease was not selected as a health need to be addressed as it ranked sixth according to its priority score of 90.0 and the McLean County Community Health Council did not feel that there was a compelling reason to eliminate one of the health concerns that ranked in the top three. The council did discuss that improving access to care may also improve health outcomes for respiratory disease, particularly in areas of high socioeconomic needs.

Schedule H (Form 990) 2024

Page 9

Part VFacility Information (continued)

Section D. Other Health Care Facilities That Are Not Licensed, Registered, or Similarly Recognized as a Hospital Facility (list in order of size, from largest to smallest) How many non-hospital health care facilities did the organization operate during the tax year?6
Name and address		Type of Facility (describe)
1	MEDICAL OFFICE CENTER 1 1302 FRANKLIN AVE NORMAL,IL61761	RURAL HEALTH CLINIC
2	CARLE BROMENN OUTPATIENT CENTER 3024 E EMPIRE ST BLOOMINGTON,IL61704	RURAL HEALTH CLINIC
3	MEDICAL OFFICE CENTER 2 1300 FRANKLIN AVE NORMAL,IL61761	RURAL HEALTH CLINIC
4	ADULT DAY CARE AND ENT CLINIC 207 LANDMARK DRIVE NORMAL,IL61761	RURAL HEALTH CLINIC
5	COMMUNITY HEALTH CARE CLINIC 900 FRANKLIN AVE NORMAL,IL61761	RURAL HEALTH CLINIC
6	CARLE FAIRBURY CLINIC 115 E WALNUST ST FAIRBURY,IL61739	RURAL HEALTH CLINIC
7
8
9
10

Schedule H (Form 990) 2024

Page 10

Part VI

Supplemental Information

Provide the following information.

1	Required descriptions. Provide the descriptions required for Part I, lines 3c, 6a, and 7; Part II and Part III, lines 2, 3, 4, 8 and 9b.
2	Needs assessment. Describe how the organization assesses the health care needs of the communities it serves, in addition to any CHNAs reported in Part V, Section B.
3	Patient education of eligibility for assistance. Describe how the organization informs and educates patients and persons who may be billed for patient care about their eligibility for assistance under federal, state, or local government programs or under the organization’s financial assistance policy.
4	Community information. Describe the community the organization serves, taking into account the geographic area and demographic constituents it serves.
5	Promotion of community health. Provide any other information important to describing how the organization’s hospital facilities or other health care facilities further its exempt purpose by promoting the health of the community (e.g., open medical staff, community board, use of surplus funds, etc.).
6	Affiliated health care system. If the organization is part of an affiliated health care system, describe the respective roles of the organization and its affiliates in promoting the health of the communities served.
7	State filing of community benefit report. If applicable, identify all states with which the organization, or a related organization, files a community benefit report.

Form and Line Reference	Explanation
Schedule H, Part I, Line 3c FINANCIAL ASSISTANCE ELIGIBILITY CRITERIA	PATIENTS MAY REQUEST AND COMPLETE A FINANCIAL ASSISTANCE APPLICATION AT ANY TIME, INCLUDING BEFORE CARE IS RECEIVED. PATIENTS ARE INFORMED ABOUT FINANCIAL ASSISTANCE ON MULTIPLE OCCASIONS THROUGHOUT THE COLLECTION PROCESS. IN ADDITION TO PATIENTS COMPLETING APPLICATIONS FOR OUR FINANCIAL ASSISTANCE PROGRAM, WE HAVE ROBUST PRESUMPTIVE ELIGIBILITY PROCESSES IN PLACE. WE HAVE PARTNERED WITH EXPERIAN INFORMATION SOLUTIONS, INC. TO HELP US IDENTIFY PATIENTS WHO MAY BE ELIGIBLE FOR FINANCIAL ASSISTANCE BASED ON KEY FINANCIAL INDICATORS. THESE PATIENTS MAY BE APPROVED WITHOUT EVER COMPLETING AN APPLICATION OR EXPRESSING A NEED FOR FINANCIAL ASSISTANCE. IN ADDITION, WE PRESUME ELIGIBILITY FOR PATIENTS WHO ARE VERIFIED HOMELESS, DECEASED WITH NO ESTATE, MENTALLY INCAPACITATED, ELIGIBLE FOR SUPPLEMENTAL NUTRITION ASSISTANCE PROGRAM (SNAP) OR WOMEN, INFANTS, AND CHILDREN NUTRITION PROGRAM (WIC), TOWNSHIP ASSISTANCE, LOW INCOME HOME ENERGY ASSISTANCE PROGRAM (LIHEAP), ILLINOIS FREE LUNCH AND BREAKFAST PROGRAM OR COVERED BY ILLINOIS MEDICAID.
Schedule H, Part I, Line 7 EXPLANATION OF COSTING METHODOLOGY USED FOR CALCULATING LINE 7 TABLE	SEE NARRATIVE FOR SCHEDULE H, PART III, LINE 2
Schedule H, Part V, Section B, Line 7 B COMMUNITY HEALTH NEEDS ASSESSMENT	Chestnut Health Systems: https://chestnut.org/primary-care/about/our-approach-to-care/data-and-reports McLean County Health Department: https://health.mcleancountyil.gov/112/Community-Health-Needs-Assessment-Health OSF St. Joseph Medical Center: https://www.osfhealthcare.org/patients-visitors/about/community-health
Schedule H, Part V, Section B, Line 16a FAP AVAILABLE WEBSITE	HTTPS://CARLE.ORG/PATIENTS-VISITORS/FINANCIAL-ASSISTANCE
Schedule H, Part V, Section B, Line 16b FAP APPLICATION FORM WEBSITE	HTTPS://DEV-CMS.CARLE.ORG/GETMEDIA/ADCADB9A-2903-478C-A4A7-06BCF9DB10BC/358-0123-CFAPAPPLICATION. PDF
Schedule H, Part V, Section B, Line 16c PLAIN LANGUAGE FAP SUMMARY WEBSITE	HTTPS://CARLE.ORG/GETMEDIA/F7608F63-CB1C-4EB5-8F0B-02F00EAFEC74/X0873-0223-CFAP-PLAINLANGUAGE-SUMMARY.PDF
Schedule H, Part II Community Building Activities	Through a variety of activities including significant donations, scholarship programs, and physician, nurse and allied health education, more than $1,000,000 was invested in programs that address community-wide workforce and education issues, strengthening the training and availability of professionals to care for our communities' healthcare needs now and in the future.
Schedule H, Part III, Line 2 Bad debt expense - methodology used to estimate amount	TO COMPUTE AND CONVERT FINANCIAL ASSISTANCE, UNREIMBURSED MEDICAID, MEANS-TESTED PROGRAMS AND BAD DEBT CHARGES TO COST; A CONSISTENT GAAP (GENERALLY ACCEPTED ACCOUNTING PRINCIPLES) BASED COST-TO-CHARGE RATIO WAS USED ACROSS ALL PAYERS. ALTHOUGH THE METHODOLOGY WAS SIMILAR TO WORKSHEET #2, FOR SIMPLICITY PURPOSES CERTAIN IMMATERIAL VALUES WERE OMITTED. OTHER COMMUNITY BENEFITS COSTS WERE REPORTED AT THE ACTUAL EXPENSE INCURRED. PATIENT RECEIVABLE PAYMENTS AND RELATED DISCOUNTS WERE RECORDED AT ACTUAL AMOUNTS AT THE TIME OF PAYMENT RECEIPT. A SEPARATE GAAP BASED PROVISION FOR ESTIMATED BAD DEBTS AND DISCOUNTS WAS RECOGNIZED FOR ACCOUNTS IN PROCESS AND PENDING ADJUDICATION AND PAYMENT. THE ESTIMATED PORTION WAS BASED ON HISTORICAL TRENDS AND ADJUSTED TO ACTUAL WHEN ADJUDICATION AND PAYMENT OCCUR. ACCOUNTS DETERMINED ELIGIBLE FOR FINANCIAL ASSISTANCE WERE PROCESSED IMMEDIATELY FOR FINANCIAL ASSISTANCE DISCOUNT WITH NO COLLECTION EFFORT. FOR ACCOUNTS WITH INSUFFICIENT INFORMATION AND DOCUMENTATION TO DETERMINE FINANCIAL ASSISTANCE ELIGIBILITY, THE HOSPITAL CONSULTED WITH A VARIETY OF ALTERNATIVE SOURCES TO HELP DETERMINE AN INDIVIDUAL'S FINANCIAL MEANS (OR LACK OF MEANS) TO PAY. BASED ON RELATED TRENDS, THE HOSPITAL FURTHER DEVELOPED A GENERAL ESTIMATE OF FINANCIAL ASSISTANCE WHICH CONTINUED TO RESIDE WITHIN BAD DEBTS. This narrative also pertains to Schedule H, Part I, Line 7 - Explanation of costing methodology used for calculating Line 7 Table
Schedule H, Part III, Line 3 Bad Debt Expense Methodology	CARLE BROMENN MEDICAL CENTER USES 50% AS A GENERAL ESTIMATE OF BAD DEBT EXPENSE ATTRIBUTABLE TO PATIENTS ELIGIBLE UNDER THE ORGANIZATION'S FINANCIAL ASSISTANCE POLICY.
Schedule H, Part III, Line 4 Bad debt expense - financial statement footnote	AS A RESULT OF ADOPTING ASU 2014-09, THE HEALTH SYSTEM CONTINUED TO MAINTAIN AN ALLOWANCE FOR BAD DEBTS RELATED TO PERFORMANCE OBLIGATIONS SATISFIED PRIOR TO JANUARY 1, 2018. THESE ACCOUNTS HAVE ALL BEEN FULLY RESOLVED, THEREFORE THE ALLOWANCE FOR BAD DEBTS HAS DECLINED TO $0. PLEASE SEE SCHEDULE H, PART III, LINE 2 METHODOLOGY USED TO ESTIMATE BAD DEBT FOR 990 REPORTING PURPOSES.
Schedule H, Part III, Line 8 Community benefit & methodology for determining medicare costs	THE NUMERATOR (TOTAL EXPENSE) AND DENOMINATOR (TOTAL GROSS CHARGES) OF THE SIMPLE RATIO OF PATIENT CARE COST TO CHARGES IS ADJUSTED BY ELIMINATING NON-PATIENT CARE THAT GENERATES OTHER REVENUE, BAD DEBT EXPENSE, MEDICAID AND OTHER PROVIDER TAXES AND THE TOTAL COST OF COMMUNITY BENEFIT ACTIVITIES AND PROGRAMS. ALSO, ANY GROSS PATIENT CHARGES FOR PROGRAMS NOT RELYING ON THE RATIO ARE ELIMINATED FROM BOTH THE NUMERATOR AND DENOMINATOR OF THE RATIO. THESE ADJUSTMENTS ARE INTENDED TO ELIMINATE ANY POTENTIAL FOR DOUBLE COUNTING OF COMMUNITY BENEFIT EXPENSES. THE RESULTANT RATIO ALIGNS WITH SCHEDULE H REQUIREMENTS. ILLINOIS LAW DEFINES GOVERNMENTAL-SPONSORED INDIGENT HEALTH CARE AS THE UNREIMBURSED COST OF MEDICARE, MEDICAID AND OTHER FEDERAL, STATE OR LOCAL INDIGENT CARE PROGRAMS. WHEN THERE IS A SHORTFALL, WE DO BELIEVE THIS IS A COMMUNITY BENEFIT BECAUSE, AS A HOSPITAL, WE ARE STEPPING UP TO CARRY THE BURDEN OF THE GOVERNMENT, ASSURING CARE TO SENIORS, AND THOSE LESS FORTUNATE DEMOGRAPHICS THAT HAVE EXPERIENCED INCREASING COSTS OVER THE PAST DECADE WHILE LIVING ON FIXED INCOMES.
Schedule H, Part III, Line 9b Collection practices for patients eligible for financial assistance	THE CARLE FINANCIAL ASSISTANCE PROGRAM (CFAP) PROVIDES DISCOUNTED OR FREE CARE TO THOSE WHO NEED IT WITHIN THE CARLE HEALTH SYSTEM, INCLUDING CARLE BROMENN MEDICAL CENTER. NOT ONLY DOES THIS RESULT IN A MORE TIMELY APPLICATION PROCESS, BUT MOST IMPORTANTLY, IT MEANS PATIENTS RECEIVE THE SAME DISCOUNT AT THE HOSPITAL AND CLINICS IF THEY MIGHT NEED AN ADDITIONAL LEVEL OF SPECIALTY OR HOSPITAL CARE. WITH THIS PROGRAM, CARLE BROMENN MEDICAL CENTER HAS A ROBUST PRESUMPTIVE ELIGIBILITY PROCESS. WE PRESUME ELIGIBILITY FOR VERIFIED HOMELESS, DECEASED WITH NO ESTATE, MENTAL INCAPACITATION, RECIPIENTS OF WIC (WOMEN, INFANTS AND CHILDREN NUTRITION PROGRAM), SNAP (SUPPLEMENTAL NUTRITION ASSISTANCE PROGRAM), LIHEAP (LOW INCOME HOME ENERGY ASSISTANCE PROGRAM), ILLINOIS FREE LUNCH AND BREAKFAST PROGRAM, RECEIPT OF GRANT ASSISTANCE FOR MEDICAL SERVICE, FEDERALLY QUALIFIED HEALTH CLINIC (FQHC) DISCOUNT REFERRALS, MEDICAID TITLE XIX, XXI, AND IN-NETWORK MEDICAID MANAGED CARE PLANS. IN ADDITION, WE UTILIZE A VENDOR, EXPERIAN INFORMATION SOLUTIONS, INC., TO PROACTIVELY IDENTIFY PATIENTS WHO MAY BE PRESUMPTIVELY-QUALIFIED FOR ASSISTANCE - NOT ONLY FOR PUBLIC PROGRAMS LIKE MEDICAID, BUT ALSO BASED ON A NUMBER OF KEY FINANCIAL INDICATORS, INCLUDING CREDIT HISTORY, DEMOGRAPHICS AND GROSS INCOME. IDENTIFIED PATIENTS MAY BE PRESUMED ELIGIBLE AND AUTOMATICALLY ENROLLED IN THE PROGRAM, OR THEY MAY BE CONTACTED AND ENCOURAGED TO APPLY FOR ASSISTANCE. PATIENTS WHO ARE NOT DEEMED PRESUMPTIVELY ELIGIBLE WOULD NEED TO REQUEST AND COMPLETE AN APPLICATION. IF THE PATIENT DOES NOT REQUEST OR COMPLETE AND RETURN THE APPLICATION, THEN THE BALANCE IS DEEMED THEIR RESPONSIBILITY TO PAY. FOR PATIENTS THAT DO NOT QUALIFY FOR CARLE FINANCIAL ASSISTANCE AND WHO MAY BE UNINSURED OR UNDERINSURED, CARLE BROMENN MEDICAL CENTER HAS OTHER DISCOUNT OPTIONS AVAILABLE, SUCH AS PROMPT PAY, ILLINOIS UNINSURED DISCOUNT, AND CAPPED DISCOUNT - WHERE A PATIENT'S OUT-OF-POCKET MEDICAL EXPENSES ARE LIMITED TO 40% OF THEIR ANNUAL GROSS INCOME IF THEY EARN AT OR BELOW 400% OF THE FEDERAL POVERTY LEVEL. ONCE ALL APPLICABLE DISCOUNTS HAVE BEEN APPLIED, WE MAKE EVERY ATTEMPT TO WORK WITH THE PATIENT AND SET UP PAYMENT ARRANGEMENTS ON THE REMAINING BALANCE DUE. THE CURRENT MINIMUM IS 5% OF THE TOTAL BALANCE DUE OR $25.00 A MONTH. IF THEY CANNOT MEET THESE GUIDELINES, OUR IN-HOUSE BILLING STAFF MEMBERS WORK WITH THEM TO SET UP A TEMPORARY/SHORT TERM PAYMENT ARRANGEMENT UNTIL THEY CAN MAKE THE MINIMUM PAYMENT. IF THEY ARE UNABLE TO MAKE PAYMENT ON THE BALANCE DUE, THEN THE BALANCE MAY BE LISTED WITH AN OUTSIDE COLLECTION AGENCY. WHEN THE ACCOUNT IS STILL IN-HOUSE, THE MINIMUM NOTIFICATION IS MONTHLY ITEMIZED STATEMENTS. IF A PATIENT DOES NOT RESPOND, THE ACCOUNT IS GIVEN A FINAL NOTICE, EITHER BY LETTER OR PHONE, AND SENT TO AN OUTSIDE COLLECTION AGENCY. CARLE BROMENN MEDICAL CENTER WILL NOT FILE COLLECTION SUIT LIENS ON A PRIMARY RESIDENCE, NOR DO WE AUTHORIZE AN AGENCY TO USE SO-CALLED "BODY ATTACHMENTS." THE AGENCIES ARE AWARE OF OUR CFAP AND HAVE BEEN ADVISED TO REFER THE PATIENTS BACK TO CARLE IF THEY DEEM THE PATIENT IS UNABLE TO PAY. BILLING STAFF WILL THEN MAKE ONE MORE ATTEMPT TO WORK WITH THE PATIENT TO SEE IF HELP IS AVAILABLE. IF STAFF DETERMINES THAT THE PATIENT MIGHT QUALIFY, WE SEND THE PATIENT A CFAP APPLICATION AND INSTRUCT THE AGENCY TO PUT A HOLD ON THE ACCOUNT; THE AVERAGE HOLD IS 60 DAYS. IF THE PATIENT IS THEN APPROVED FOR DISCOUNTS AT 100% FOR FINANCIAL ASSISTANCE, THE BALANCE IS ADJUSTED AND THE ACCOUNT IS CLOSED WITH THE AGENCY. IF THE PATIENT IS APPROVED FOR LESS THAN 100%, THE ADJUSTMENTS ARE REPORTED TO THE AGENCY AND THE AGENCY WILL BEGIN COLLECTION EFFORTS ON ANY REMAINING BALANCE.
Schedule H, Part V, Section B, Line 16a FAP website	- CARLE BROMENN MEDICAL CENTER: Line 16a URL: SEE SCHEDULE H, PART VI;
Schedule H, Part V, Section B, Line 16b FAP Application website	- CARLE BROMENN MEDICAL CENTER: Line 16b URL: SEE SCHEDULE H, PART VI;
Schedule H, Part V, Section B, Line 16c FAP plain language summary website	- CARLE BROMENN MEDICAL CENTER: Line 16c URL: SEE SCHEDULE H, PART VI;
Schedule H, Part VI, Line 2 Needs assessment	Carle Bromenn Medical Center primarily assesses healthcare needs in our community by being a part of the aforementioned joint CHNA in partnership with OSF Healthcare St. Joseph Medical Center, McLean County Health Department and Chestnut Health Systems - Family Health Center. In addition to the highlights for access to care outlined in Part V line 11, Carle BroMenn Medical Center has a strong financial assistance program based on a philosophy of doing the right thing for the community and patients, balanced by a careful stewardship of the community's resources. As a tax-exempt organization, Carle BroMenn Medical Center provides care to patients regardless of their ability to pay. Carle Health's generous financial assistance program has resulted in our ability to reach many people over the years. To ensure we are addressing the needs of the community, the finance and quality committees of Carle Health's board of trustees reviews and evaluates charity care figures annually. We do not limit the amount of financial assistance we provide, at this time. In addition to charity care, Carle BroMenn Medical Center supports a wide range of programs and services to increase community capacity, health care work force expansion, and social services that provide complementary healthcare-related services. Carle BroMenn Medical Center will continue with these Initiatives to improve access to care: 1. Offer a charity care program 2. Communicate the availability of the charity care program 3. Recruit more providers into the Carle Health system, thereby expanding access/capacity 4. Support the local Community Health Care Clinic to ensure added local capacity for health and dental care 5. Enhance access-related initiatives that will improve patient access and ability to interface more efficiently for needed services, i.e; virtual visits 6. Continue access to care through subsidized services, including mental health services, heart failure clinic, chemical dependency and acute rehabilitation to name a few.
Schedule H, Part VI, Line 3 Patient education of eligibility for assistance	Carle Bromenn Medical Center's practice is to look at each patient's financial status in relation to the Carle Financial Assistance Program and the criteria of the Uninsured Patient Discount Act and to provide the patient with the deepest discount available. By expanding the presumptive eligibility screening processes and determining the financial status of patients up-front, Carle Health has been able to pinpoint those needing assistance early in the process, minimizing bad debt and optimizing our ability to help. Staff is also diligent in following up with patients during hospitalization and after discharge if there's any reason to believe the patient could benefit from financial assistance, and we auto-qualify certain patient populations for Carle Financial Assistance Program, such as the homeless, WIC, SNAP (Supplemental Nutrition Assistance Program), Medicaid, Low Income Home Energy Assistance Program (LIHEAP), and Township Assistance recipients. Communicating that Financial Assistance is Available Carle Health has made a concerted, continuous effort to be sure that people have access to information that will help them with their medical bills. These include: - Advertising Carle Financial Assistance Program using print, billboards and web; continued presence in appropriate community publications; and on-site via displays throughout the hospital and clinics - Simplified application form, including a version in Spanish, that contains information regarding the Carle Financial Assistance Program - Publication of a Plain Language Summary and all other financial assistance-related information on HTTPS://CARLE.ORG/PATIENTS-VISITORS/FINANCIAL-ASSISTANCE - Information about the Carle Financial Assistance Program on all statements, collection letters and hospital admission packets - Carle Financial Assistance Program information and applications at all registration points, hospital main lobby and carle.org - Meetings with local legislators to help them assist constituents with healthcare needs, including financial assistance
Schedule H, Part VI, Line 4 Community information	Community Description The McLean County Community Health Council defined the community as McLean County, the primary service area for Carle BroMenn Medical Center, the McLean County Health Department, OSF St. Joseph Medical Center and Chestnut Family Health Center. This area includes the following cities and towns: Anchor, Arrowsmith, Bellflower, Bloomington, Carlock, Chenoa, Colfax, Cooksville, Danvers, Downs, Ellsworth, Gridley, Heyworth, Hudson, Le Roy, Lexington, McLean, Merna, Normal, Saybrook, Stanford and Towanda. Population McLean County consists of a total population of 174,090 (Conduent Healthy Communities Institute, Claritas, 2022). Bloomington has the largest population in the county with 77,962 and Normal has the second largest population with 54,742 (Conduent Healthy Communities Institute, U.S. Census Bureau, 2018). The population in McLean County increased by 2.66 percent from 2010 to 2022 (Conduent Healthy Communities Institute, Claritas, 2022). Social Determinants of Health: Health Equity Index The Health Equity Index (formerly called the SocioNeeds Index) is a Conduent Healthy Communities Institute (HCI) tool that measures socioeconomic need, which is correlated with poor health outcomes. The index is part of the Conduent's SocioNeeds Index Suite, which provides analytics around social determinants of health to advance equitable outcomes for a range of topics. Conduent HCI's Health Equity Index considers validated indicators related to income, employment, education, and household environment to identify areas at highest risk for experiencing health inequities. The indicators are weighted to maximize the correlation of the index with premature death rates and preventable hospitalization rates. All ZIP codes, counties, and county equivalents in the United States are given an index value from 0 (low need) to 100 (high need). To help identify the areas of highest need within a defined geographic area, the selected ZIP codes are ranked from 1 (low need) to 5 (high need) based on their index value. These values are sorted from low to high and divided into five ranks using natural breaks. These ranks are used to color the map and chart for the Health Equity Index, with darker coloring associated with higher relative need. McLean County has several communities that have a greater risk of experiencing health inequities or have a higher relative need compared to other communities in the county. McLean County has two ZIP codes with a ranking of 5 and eight ZIP codes with a ranking of 4, which represent the areas with the highest relative need in McLean County. Demographics The median age in McLean County is 34.4 years of age. This is lower than the median age for Illinois (39.2 years). Approximately 22 percent of persons in McLean County are less than 18 years of age, 42 percent are 18 to 44 years, 22 percent are 45 to 64 years of age and 13.5 percent are over the age of 65. Forty-nine percent of the population in McLean County is male and 51 percent is female. The race/ethnicity of the county's population is 81.3 percent White, 8.4 percent Black or African American, 5.2 percent Asian, 5.5 percent Hispanic or Latino, 0.23 percent American Indian and Alaska Native, and .04 percent Native Hawaiian or Pacific Islander. There are 67,245 households in McLean County. The average household size is 2.43 persons (Conduent Healthy Communities Institute, Claritas, 2022). The percent of the households in McLean County that are single parent households is 22.2 percent. The median household income for McLean County is $73,004. This is lower than the median household income for Illinois which is $76,001. Within McLean County, the median household income varies with Asians having the highest median household income at $103,819 and respondents indicating "Some Other Race Blacks/African American having the lowest at $22,937 and $32,263 respectively. The percent of people living below the federal poverty line is 15.2 percent. This is higher than the Illinois value (12 percent). The percentage of the civilian labor force ages 16 years and over that is unemployed in McLean County is 2.8 percent. This is lower than the Illinois value of 5.18 percent. The three common industries of employment are financial or insurance industry at 18.2 percent, educational services at 14.6 percent and healthcare at 12.6 percent (Conduent Healthy Communities Institute, Claritas, 2022). Ninety-five percent of the population ages 25 and over in McLean County possess a high school diploma or higher and 45.6 percent have a bachelor's degree or higher (Conduent Healthy Communities Institute, Claritas, 2022). Illinois State University, Illinois Wesleyan University and Heartland Community College are all located in McLean County. The four-year high school graduation rate for McLean County is 91.6 percent and meets the Healthy People 2030 target of 90.7 percent. Over time, the McLean County value has increased, but not significantly. McLean County's high school graduation rate is higher than the graduation rate for Illinois of 85.4 percent (Conduent Healthy Communities Institute, County Health Rankings, 2017 - 2018). Healthcare Coverage Ninety-seven percent of respondents of the 2021 McLean County Community Health Survey reported having either private insurance, Medicare or Medicaid, while three percent reported not having any insurance. The Index of Medical Underservice (IMU) score for the McLean County Service Area is 49.2. The lowest score (highest need) is 0; the highest score (lowest need) is 100. To qualify for designation, the IMU score must be less than or equal to 62.0. This score applies to the Medically Underserved Area (MUA) or Medically Underserved Populations (MUP) as a whole, and not to individual portions of it (Human Resources and Services Administration, 2022). Healthcare Resources in the Defined Community McLean County has two hospitals, Carle BroMenn Medical Center located in Normal and OSF Healthcare St. Joseph Medical Center located in Bloomington. There is also a federally qualified health center (FQHC), the Chestnut Family Health Center, located in Bloomington. In addition, there are two community clinics. The Community Health Care Clinic is located in Normal and McLean County Center for Human Services is located in Bloomington. Another health care resource in McLean County is the family health clinic within the McLean County Health Department. In the 2021 County Health Rankings, McLean County ranked second out of 102 Illinois counties for clinical care. The ranking is based on a summary composite score calculated from the following measures: uninsured, primary care physicians, mental health providers, dentists, preventable hospital stays, diabetic monitoring, and mammography screening (Conduent Healthy Communities Institute, County Health Rankings, 2021).
Schedule H, Part VI, Line 5 Promotion of community health	Carle BroMenn Medical Center's dedication to promoting the health of the community is exemplified in numerous ways. The Carle Central Region Board is comprised of local community leaders and physicians. Board members support hospital leadership in their pursuit of the hospital's goals, represent the community's interest to the hospital and serve as ambassadors in the community. Sixty-four percent of the current board members represent the community. In addition, the board grants medical staff privileges to qualified physicians in its community. A vast majority of the hospital's executive and leadership team serve on multiple community boards or councils that help either directly or indirectly improve the health of the community, such as Habitat for Humanity of McLean County, Not in Our Town , Boys and Girls Club, McLean County Reentry Council, McLean County Family Treatment Court and the Recovery Oriented Systems of Care Council. In addition, Carle BroMenn Medical Center's president is involved in many other boards impacting the community, such as the Commerce Bank Advisory Board, Illinois Wesleyan University Board and McLean County Chamber of Commerce CEO Board. The Community Health Care Clinic also contributes to the health of the community and furthers the medical center's charitable, tax-exempt status. In 1993, Carle BroMenn Medical Center (BroMenn Medical Center at the time) collaborated with OSF Healthcare St. Joseph Medical Center to open the clinic. The clinic provides services to the medically underserved population of McLean County to ensure all populations in the community have access to healthcare. Emergency room visits, diagnostic testing and medical center services are provided free-of-charge by Carle BroMenn Medical Center and OSF Healthcare St. Joseph Medical Center. In 2024, the Community Health Care Clinic served 386 patients and dispensed 6,903 prescription medications at no charge to uninsured individuals. The clinic also provided 928 dental services for 188 unique patients. The clinic is in a building owned by Carle BroMenn Medical Center for which the hospital paid $84,028 for upkeep and maintenance of the facility in 2024. In addition to the above, Carle BroMenn Medical Center offers several services to patients and the community which operate at a loss to the hospital. A sampling of these services is outlined below. - Carle BroMenn Medical Center is an American Heart Association (AHA) Training Center. The American Heart Association (AHA) Training Center offers Friends & Family CPR/AED, BLS (Basic Life Support), Heartsaver First Aid/CPR/AED, Advanced Cardiac Life Support (ACLS) and Pediatric Advanced Life Support (PALS, to staff, as well as the community. In 2024, 6,387 individuals were trained through the training center at a cost of $26,264 to the medical center. - Carle BroMenn Medical Center's Acute Rehab Services treats patients who require inpatient rehabilitation services resulting from a variety of conditions including stroke, traumatic and non-traumatic brain and spinal cord injury, neurological disorders, hip fracture, amputation, burns, arthritis, joint replacement and other conditions. The goal of treatment, provided by a care team, is to help individuals regain their independence and reach their rehabilitation goals. Depending on the customized care plan, a care team may include nurses, physical therapists, occupational therapists, speech therapists, social workers/case managers and dietitians. Carle BroMenn Medical Center operated Acute Rehab Services in 2024 at a loss of $2,452,246. - In 2024, Carle BroMenn Medical Center operated the following services at a loss: - heart failure clinic at a loss of $569,351 - cardiopulmonary rehab at a loss of $800,467 - infusion/pediatrics at a loss of $1,518,593 - Behavioral health holding at a loss of $2,206,127 - therapy - wound care at a loss of $870,730. Other services offered by the medical center that benefit the health of the community include clinical pastoral education programs.
Schedule H, Part VI, Line 6 Affiliated health care system	The Hospital and its associated business units under The Carle Foundation umbrella all participate in carrying out the same annual community benefit plan, participating in programs that fit their specific missions.
Schedule H, Part VI, Line 7 State filing of community benefit report	IL

Schedule H (Form 990) 2024

Additional Data

Software ID:	24020961
Software Version:	2024v5.1

- TIN:

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

Schedule I
(Form 990)
(Rev. January 2025)

Department of the Treasury
Internal Revenue Service

Grants and Other Assistance to Organizations,
Governments and Individuals in the United States

Complete if the organization answered "Yes," on Form 990, Part IV, line 21 or 22.
lBullet

Attach to Form 990.
lBullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

Open to Public
Inspection

Name of the organization
Carle BroMenn Medical Center

Employer identification number
85-0682363

Part I

General Information on Grants and Assistance

Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................

Yes No

Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.

Part II

Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient

that received more than $5,000. Part II can be duplicated if additional space is needed.

(a) Name and address of organization or government	(b) EIN	(c) IRC section (if applicable)	(d) Amount of cash grant	(h) Purpose of grant or assistance
(1) Illinois State University Foundation 1101 N Main St Normal,IL61790	37-6025713	501(c)(3)	8,333	BroMenn Endowed Professorship in Nursing and Other Program Support
(2) Illinois State University 100 N University St Normal,IL61761	37-6014070	501(c)(3)	10,000	Mennonite College of Nursing Simulation Center Fund
(3) A-L Tier II LLC fka Redbirds Sports Property 505 Hobbs Rd Jefferson City,MO65109	47-0911648		15,000	CARLE BROMENN MEDICAL CENTER HAS A SPONSORSHIP AGREEMENT WITH REDBIRDS SPORTS PROPERTY, WHO HAS THE EXCLUSIVE MARKETING AND SPONSORSHIP RIGHTS FOR ILLINOIS STATE UNIVERSITY. THE SPONSORSHIP PROVIDES EXPOSURE OF PRODUCT AND SERVICES FOR CARLE BROMENN MEDICAL CENTER BY SPONSORING ILLINOIS STATE UNIVERSITY ATHLETICS.

Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image

Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50055P

Schedule I (Form 990) Rev. 1-2025

Page 2

Part III

Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.

(a) Type of grant or assistance	(b) Number of recipients	(c) Amount of cash grant	(d) Amount of noncash assistance	(e) Method of valuation (book, FMV, appraisal, other)	(f) Description of noncash assistance

(1)
(2)
(3)
(4)
(5)
(6)
(7)

Part IV

Supplemental Information. Provide the information required in Part I, line 2; Part III, column (b); and any other additional information.

Return Reference

Explanation

Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds

ANY CHARITABLE ORGANIZATION WISHING TO REQUEST FUNDS IS ASKED TO SUBMIT THE REQUEST IN WRITING. EMAILED REQUESTS ARE ACCEPTABLE. THE REQUEST MUST INCLUDE A DESCRIPTION OF THE PURPOSE OF THE CONTRIBUTION AND OTHER RELEVANT INFORMATION SUCH AS THE REQUESTOR'S NAME, AND AMOUNT OF THE REQUEST. THE REQUESTS ARE REVIEWED, EVALUATED, AND ADMINISTERED BY THE PUBLIC RELATIONS DIRECTOR WHO MAY SEEK ADDITIONAL INFORMATION FROM THE REQUESTOR AS NEEDED AS WELL AS INPUT FROM ANY APPROPRIATE CARLE ADMINISTRATOR OR DIRECTOR. A SET OF ESTABLISHED GUIDELINES DRIVE THESE DECISIONS. MOST ARE MADE TO IMPROVE HEALTHCARE/ACCESS TO HEALTHCARE OR ARE CONSISTENT WITH THE ORGANIZATION'S ROLE AS A CORPORATE CITIZEN. ASSESSED NEED IS A COMMON CRITERIA. WRITTEN AGREEMENTS ARE IN PLACE AND THERE IS REGULAR CONTACT WITH ORGANIZATIONS, SUCH AS COLLEGES AND UNIVERSITIES, RECEIVING $5,000 OR MORE TO ENSURE THAT THE DONATIONS ARE BEING USED AS AGREED UPON. THE RECORDS ARE MAINTAINED IN ADMINISTRATION OR PUBLIC RELATIONS.

Schedule I (Form 990) Rev. 1-2025

Additional Data

Software ID:	24020961
Software Version:	2024v5.1

- TIN:

Schedule J
(Form 990)
(Rev. January 2025)

Department of the Treasury
Internal Revenue Service

Compensation Information

For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
medium right arrow graphic

Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
medium right arrow graphic

Attach to Form 990.
medium right arrow graphic

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

Open to Public Inspection

Name of the organization

Carle BroMenn Medical Center

Employer identification number

85-0682363

Part I

Questions Regarding Compensation

Yes

Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.

First-class or charter travel Housing allowance or residence for personal use

Travel for companions Payments for business use of personal residence

Tax idemnification and gross-up payments Health or social club dues or initiation fees

Discretionary spending account Personal services (e.g., maid, chauffeur, chef)

If any of the boxes on Line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .....

Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked on Line 1a? ....

Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.

Compensation committee Written employment contract

Independent compensation consultant Compensation survey or study

Form 990 of other organizations Approval by the board or compensation committee

During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:

Receive a severance payment or change-of-control payment? .............

Yes

Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........

Yes

Participate in, or receive payment from, an equity-based compensation arrangement? .........

If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.

Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:

The organization? ....................

Any related organization? .......................

If "Yes," on line 5a or 5b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:

The organization? ..................

Any related organization? ......................

If "Yes," on line 6a or 6b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............

Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................

If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50053T

Schedule J (Form 990) (Rev. 1-2025)

Page 2

Part II

Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.

For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.

(A) Name and Title		(B) Breakdown of W-2, 1099-MISC compensation, and/or 1099-NEC			(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)	(F) Compensation in column (B) reported as deferred on prior Form 990
(A) Name and Title		(i) Base compensation	(ii) Bonus & incentive compensation	(iii) Other reportable compensation	(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)
1Andrea Kane MD Vice Chair	(i) (ii)	0 ------------- 484,415	0 ------------- 21,956	0 ------------- 3,023	0 ------------- 27,678	0 ------------- 31,034	0 ------------- 568,106	0 ------------- 0
2Charles Dennis MD Secretary/Treasurer	(i) (ii)	0 ------------- 2,165	0 ------------- 0	0 ------------- 147,606	0 ------------- 60	0 ------------- 885	0 ------------- 150,716	0 ------------- 147,321
3Jerome Oakey MD Board Member // Physician	(i) (ii)	0 ------------- 1,101,586	0 ------------- 64,463	0 ------------- 25,363	0 ------------- 27,678	0 ------------- 31,716	0 ------------- 1,250,806	0 ------------- 0
4Christopher Hughes MD Board Member // Physician	(i) (ii)	0 ------------- 471,202	0 ------------- 25,498	0 ------------- 16,631	0 ------------- 27,678	0 ------------- 30,772	0 ------------- 571,781	0 ------------- 14,062
5Uretz Oliphant MD Former Officer	(i) (ii)	0 ------------- 124,529	0 ------------- 0	0 ------------- 6,505	0 ------------- 3,178	0 ------------- 4,454	0 ------------- 138,666	0 ------------- 0
6James C Leonard MD Officer - President & CEO	(i) (ii)	0 ------------- 1,805,832	0 ------------- 0	0 ------------- 492,394	0 ------------- 27,678	0 ------------- 22,578	0 ------------- 2,348,482	0 ------------- 462,357
7Matthew Kolb JD MHA Officer - President, Carle Health Regions // EVP, Chief Operating Officer	(i) (ii)	0 ------------- 1,119,849	0 ------------- 0	0 ------------- 298,780	0 ------------- 302,587	0 ------------- 31,116	0 ------------- 1,752,332	0 ------------- 269,019
8Dennis Hesch Officer - EVP, Chief Finance & Strategy Officer	(i) (ii)	0 ------------- 1,145,423	0 ------------- 0	0 ------------- 29,687	0 ------------- 306,265	0 ------------- 26,301	0 ------------- 1,507,676	0 ------------- 0
9Napoleon Knight MD MBA Officer - EVP, Chief Medical Officer	(i) (ii)	0 ------------- 832,803	0 ------------- 0	0 ------------- 258,749	0 ------------- 27,678	0 ------------- 13,516	0 ------------- 1,132,746	0 ------------- 229,062
10Colleen Kannaday Officer - President, Carle Health - Central Region	(i) (ii)	0 ------------- 645,178	0 ------------- 0	0 ------------- 27,835	0 ------------- 157,235	0 ------------- 32,322	0 ------------- 862,570	0 ------------- 0
11Laurie Round Former Key Employee	(i) (ii)	0 ------------- 11,394	0 ------------- 0	0 ------------- 269,980	0 ------------- 6,126	0 ------------- 888	0 ------------- 288,388	0 ------------- 79,356
12Lauren Schmid MBA EVP, Chief Human Resources Officer	(i) (ii)	0 ------------- 711,410	0 ------------- 0	0 ------------- 167,178	0 ------------- 74,631	0 ------------- 30,537	0 ------------- 983,756	0 ------------- 137,552
13John Wieland MD Associate Chief Medical Officer, BroMenn & Eureka	(i) (ii)	0 ------------- 568,791	0 ------------- 25,000	0 ------------- 25,316	0 ------------- 27,678	0 ------------- 29,920	0 ------------- 676,705	0 ------------- 0
14Linda Fred VP, Pharmacy Services	(i) (ii)	0 ------------- 287,522	0 ------------- 10,000	0 ------------- 25,359	0 ------------- 49,046	0 ------------- 24,814	0 ------------- 396,741	0 ------------- 0
15Nicholas Crompton VP, Construction & Facility Services	(i) (ii)	0 ------------- 299,356	0 ------------- 0	0 ------------- 3,853	0 ------------- 50,322	0 ------------- 34,234	0 ------------- 387,765	0 ------------- 0
16Amanda Smith VP, BroMenn & Eureka Ambulatory Care	(i) (ii)	0 ------------- 273,265	0 ------------- 0	0 ------------- 2,088	0 ------------- 41,897	0 ------------- 18,619	0 ------------- 335,869	0 ------------- 0
17Brandi Sweeney VP, Finance - Central Region	(i) (ii)	0 ------------- 211,677	0 ------------- 0	0 ------------- 1,566	0 ------------- 33,071	0 ------------- 2,352	0 ------------- 248,666	0 ------------- 0
18Brook Fisher Director, Revenue Cycle Denials	(i) (ii)	0 ------------- 165,258	0 ------------- 0	0 ------------- 7,375	0 ------------- 10,854	0 ------------- 32,272	0 ------------- 215,759	0 ------------- 0
19Katie While Registered Nurse - BMC CRU	(i) (ii)	253,663 ------------- 0	0 ------------- 0	308 ------------- 0	17,379 ------------- 0	0 ------------- 0	271,350 ------------- 0	0 ------------- 0
20Kevin Wonsowski Retail Pharmacy Manager	(i) (ii)	228,167 ------------- 0	0 ------------- 0	4,420 ------------- 0	16,098 ------------- 0	17,946 ------------- 0	266,631 ------------- 0	0 ------------- 0
21Jennifer Woodward Director, Pharmacy Services	(i) (ii)	242,542 ------------- 0	0 ------------- 0	3,007 ------------- 0	15,619 ------------- 0	2,000 ------------- 0	263,168 ------------- 0	0 ------------- 0
22Jeffrey Kuska Clinical Pharmacist	(i) (ii)	214,835 ------------- 0	0 ------------- 0	11,015 ------------- 0	13,153 ------------- 0	19,359 ------------- 0	258,362 ------------- 0	0 ------------- 0
23Matthew Loy Clinical Pharmacist	(i) (ii)	208,583 ------------- 0	1,528 ------------- 0	4,021 ------------- 0	14,385 ------------- 0	26,342 ------------- 0	254,859 ------------- 0	0 ------------- 0

Schedule J (Form 990) (Rev. 1-2025)

Page 3

Part III

Supplemental Information

Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.

Return Reference	Explanation
Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation	THE GOVERNING BOARD OF THE CARLE FOUNDATION, THE SYSTEM PARENT ORGANIZATION OF CARLE BROMENN MEDICAL CENTER, THROUGH ITS COMPENSATION COMMITTEE COMPRISED OF INDEPENDENT MEMBERS FREE OF CONFLICT, ANNUALLY REVIEWS EXECUTIVE COMPENSATION LEVELS AND ESTABLISHES APPROPRIATE SALARY RANGES AND OTHER FEATURES OF THE COMPENSATION PLAN IN ACCORDANCE WITH THE ORGANIZATION'S APPROVED COMPENSATION PHILOSOPHY AND STRATEGY. -THE COMMITTEE IS COMPRISED OF MEMBERS OF THE GOVERNING BOARD WHO ARE INDEPENDENT OF THE CARLE FOUNDATION MANAGEMENT, HAVE NO PERSONAL INTEREST IN THE COMPENSATION ARRANGEMENTS, ARE NOT RELATED TO, OR UNDER THE CONTROL OF ANY INDIVIDUAL WHOSE COMPENSATION ARRANGEMENT IS BEING REVIEWED, AND HAVE NO MATERIAL BUSINESS RELATIONSHIP WITH THE CARLE FOUNDATION. -THE CHIEF EXECUTIVE OFFICER'S COMPENSATION IS DETERMINED BY THE COMPENSATION COMMITTEE IN RELATION TO APPROPRIATE COMPARABILITY DATA. COMPENSATION FOR OTHER MEMBERS OF THE EXECUTIVE STAFF IS DEVELOPED BY THE CEO, EVALUATED AGAINST MARKET DATA, AND REVIEWED AND APPROVED BY THE COMMITTEE. -THE COMMITTEE APPROVES ALL ANNUAL COMPENSATION DECISIONS IN ADVANCE OF THEIR IMPLEMENTATION AND DOCUMENTS ITS DETERMINATIONS AND DISCUSSIONS. -THE COMPENSATION COMMITTEE RELIES UPON A NUMBER OF EXTERNAL RESOURCES AND COMPARISONS, AND ITS ANALYSIS INCLUDES TOTAL COMPENSATION (CASH COMPENSATION PLUS BENEFITS PROVIDED BY THE CARLE FOUNDATION) IN RELATION TO ORGANIZATIONAL PERFORMANCE AND PREVAILING INDUSTRY PRACTICES FOR LIKE RESPONSIBILITIES AT COMPARABLY SIZED ORGANIZATIONS. THE COMMITTEE HAS ENGAGED THE SERVICES OF A COMPENSATION CONSULTING FIRM SPECIALIZING IN THE NOT-FOR-PROFIT SECTOR, WHICH HAS WORKED WITH THE CARLE FOUNDATION AND MAKES ITS REPORTS DIRECTLY AVAILABLE TO THE COMPENSATION COMMITTEE.
Schedule J, Part I, Line 4a Severance or change-of-control payment	IN 2024 SEVERANCE PAYMENTS WERE PAID TO LAURIE ROUND ($189,462).
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan	THE 2024 PARTICIPANTS IN THE 457(F) PLAN OFFERED BY THE CARLE FOUNDATION, THE SYSTEM PARENT ORGANIZATION OF CARLE BROMENN MEDICAL CENTER, THAT ARE LISTED IN THE 990 PART VII INCLUDE DENNIS HESCH, CHARLES DENNIS, COLLEEN KANNADAY, MATTHEW KOLB, JD, MHA, JAMES C. LEONARD, MD, LINDA FRED, LAUREN SCHMID, MBA, NAPOLEON KNIGHT, MD, MHA, URETZ OLIPHANT, MD, JEROME OAKEY, MD, CHRISTOPHER HUGHES, MD AND LAURIE ROUND. IN 2024, PAYMENTS FROM THE 457(F) PLAN WERE MADE TO JAMES C. LEONARD, MD ($462,357), MATTHEW KOLB, JD, MHA, ($269,019), LAUREN SCHMID, MBA ($137,552), CHARLES DENNIS ($147,321), NAPOLEON KNIGHT, MD, MBA ($229,062), CHRISTOPHER HUGHES, MD ($14,062) AND LAURIE ROUND ($79,356)

Schedule J (Form 990) (Rev. 1-2025)

Additional Data

Software ID:	24020961
Software Version:	2024v5.1

- TIN:

SCHEDULE O
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service

Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

Open to Public
Inspection

Name of the organization

Carle BroMenn Medical Center

Employer identification number

85-0682363

Return Reference	Explanation
Form 990, Part VI, Line 2 Family/business relationships amongst interested persons	- JAMES C. LEONARD, MD (OFFICER), MATTHEW KOLB, JD, MHA (OFFICER), AND NAPOLEON KNIGHT, MD, MBA (OFFICER) - Business relationship, - James C. Leonard, MD (Officer) and Uretz Oliphant, MD (Former Officer) - Business relationship, - JAMES C. LEONARD, MD (OFFICER) AND NAPOLEON KNIGHT, MD, MBA (OFFICER) - Business relationship, - JAMES C. LEONARD, MD (OFFICER), DENNIS HESCH (OFFICER) AND LAUREN SCHMID, MBA (KEY EMPLOYEE). - Business relationship, - Dennis Hesch (Officer), Matthew Kolb, JD, MHA (Officer), and Nicholas Crompton (Key Employee) - Business relationship, - Colleen Kannaday (Officer), John Wieland, MD (Key Employee), and Brandi Sweeney (Key Employee) - Business relationship
Form 990, Part VI, Line 6 Classes of members or stockholders	CARLE HEALTH - CENTRAL REGION, A TAX-EXEMPT ILLINOIS NOT-FOR-PROFIT CORPORATION, IS THE SOLE MEMBER.
Form 990, Part VI, Line 7a Members or stockholders electing members of governing body	CARLE BROMENN MEDICAL CENTER'S SOLE MEMBER, CARLE HEALTH - CENTRAL REGION, ACTING THROUGH ITS BOARD OF TRUSTEES, HAS THE EXCLUSIVE POWER TO ELECT AND REMOVE MEMBERS OF THE BOARD OF TRUSTEES FOR THE CORPORATION IN ADDITION TO FILLING VACANCIES.
Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders	CARLE BROMENN MEDICAL CENTER MUST HAVE THE APPROVAL OF ITS SOLE MEMBER, CARLE HEALTH - CENTRAL REGION, THROUGH ITS BOARD OF TRUSTEES, WHEN VOTING ON MATTERS INCLUDING THE AMENDING OF GOVERNING DOCUMENTS; RECOMMENDING THE PRESIDENT TO THE BOARD; APPROVING ANY ANNUAL OR LONG-TERM CAPITAL OR OPERATIONAL BUDGETS; APPROVING PAYMENT TO THE MEMBERS OF THE BROMENN BOARD OF DIRECTORS FOR THEIR EXPENSES OR COMPENSATION FOR SERVICES; APPROVING ANY NEW, LONG-TERM OR MASTER INSTITUTIONAL PLAN OR CHANGES TO SUCH PLANS; APPROVING THE ADDITION OF ANY NEW MEMBER AND ANY DISSOLUTION, MERGER, CONSOLIDATION, OR SALE OR OTHER DISPOSITION OR ENCUMBRANCE OF ALL OR SUBSTANTIALLY ALL OF THE ASSETS OF THE CORPORATION OR ANY DISPOSITION OF REAL PROPERTY OR RELOCATION OF THE HOSPITAL AND/OR CLINIC; APPROVING ANY ORGANIZATION OR ACQUISITION OF A SUBSIDIARY OR AFFILIATE; APPROVING ANY INITIATIVE REQUIRING CERTIFICATE OF NEED (CON) APPROVAL; APPROVING ANY PLEDGE OF ALL OR ANY PART OF THE CORPORATION'S ASSETS AS SECURITY FOR A DEBT, LIABILITY OR OTHER OBLIGATION; APPROVING ANY LOAN TO OR FOR THE CORPORATION OR ANY OTHER INDEBTEDNESS; AND APPROVING NON-BUDGETED EXPENDITURES OR SALE EXCEEDING THE PRESIDENT'S AUTHORIZED SPENDING AUTHORITY.
Form 990, Part VI, Line 11b Review of form 990 by governing body	FORM 990 WAS PREPARED BY STAFF AND AN EXTERNAL TAX ADVISOR AND REVIEWED BY MANAGEMENT. PRIOR TO FILING THIS FORM 990, A FULL AND COMPLETE COPY WAS PROVIDED TO THE GOVERNING BODY BY POSTING TO THE ORGANIZATION'S DIRECTOR COMMUNICATION PORTAL. ALSO, BEFORE FILING, EACH BOARD MEMBER RECEIVED NOTIFICATION THAT THE FORM 990 WAS POSTED AND AVAILABLE FOR REVIEW AT HIS/HER DISCRETION. EACH BOARD MEMBER HAS THE OPPORTUNITY TO CONTACT MANAGEMENT OR DISCUSS AND ADDRESS CONCERNS AT SUBSEQUENT BOARD MEETINGS.
Form 990, Part VI, Line 12c Conflict of interest policy	THE ORGANIZATION'S ESTABLISHED CONFLICT OF INTEREST POLICIES REQUIRE ANNUAL DISCLOSURE OF ACTUAL AND POTENTIAL CONFLICTS OF INTEREST FOR OFFICERS, DIRECTORS, MEMBERS OF THE GOVERNING BOARD, MEMBERS OF BOARD COMMITTEES, ADMINISTRATIVE AND MANAGERIAL EMPLOYEES AS WELL AS ALL EMPLOYEES OF THE PURCHASING DEPARTMENT. IF CIRCUMSTANCES CHANGE DURING THE COURSE OF A YEAR, INTERIM DISCLOSURE IS ALSO REQUIRED OF THE SAME INDIVIDUALS. THE DISCLOSURES OF EMPLOYEES ARE REVIEWED INITIALLY BY THE COMPLIANCE DEPARTMENT AND ANY IDENTIFIED CONFLICTS ARE REFERRED TO AND ADDRESSED BY THE ORGANIZATION'S INTERNAL LEGAL COUNSEL AND/OR CORPORATE INTEGRITY OFFICER. THE DISCLOSURES OF MEMBERS OF THE GOVERNING BOARD AND MEMBERS OF THE BOARD COMMITTEES ARE REVIEWED BY THE CHAIR OF THE BOARD. THE ENTIRE BOARD, ABSENT THE SUBJECT BOARD OR COMMITTEE MEMBER DETERMINES WHETHER A CONFLICT EXISTS. BOARD MEMBERS AND/OR BOARD COMMITTEE MEMBERS WITH IDENTIFIED CONFLICTS ARE REQUIRED TO RECUSE THEMSELVES FROM DELIBERATING AND VOTING ON MATTERS THAT MAY PRESENT A CONFLICT. THE ORGANIZATION ALSO MAINTAINS PURCHASING POLICIES REQUIRING COUNTER SIGNATURES TO FURTHER MINIMIZE THE RISK ASSOCIATED WITH ACTUAL AND/OR POTENTIAL CONFLICTS OF INTEREST.
Form 990, Part VI, Line 19 Required documents available to the public	THE CARLE FOUNDATION, THE SYSTEM PARENT ORGANIZATION OF CARLE BROMENN MEDICAL CENTER, PUBLISHES THROUGH WWW.DACBOND.COM AND HTTPS://EMMA.MSRB.ORG/ ITS QUARTERLY UNAUDITED FINANCIAL STATEMENTS, ANNUAL AUDITED FINANCIAL STATEMENTS, A MANAGEMENT'S DISCUSSION & ANALYSIS TO ACCOMPANY THE FINANCIAL STATEMENTS, AND AN ANNUAL REPORT OF CERTAIN OPERATING AND FINANCIAL INFORMATION. ADDITIONALLY, OFFICIAL STATEMENTS FOR OUTSTANDING MUNICIPAL BOND ISSUES FOR WHICH THE CARLE FOUNDATION IS OBLIGATED ARE AVAILABLE AT THESE WEBSITES. THESE DOCUMENTS INCLUDE EXTENSIVE INFORMATION ABOUT THE ORGANIZATION'S HEALTH CARE DELIVERY SYSTEM MODEL, RECENT HIGHLIGHTS/ACCOMPLISHMENTS, GOVERNANCE AND ADMINISTRATION, STRATEGIC PLAN, FACILITIES, CLINICAL PROGRAMS, MEDICAL STAFF, SERVICE AREA, COMPETITIVE ENVIRONMENT, DEMOGRAPHIC DATA, UTILIZATION STATISTICS, SUMMARY FINANCIAL INFORMATION, ACADEMIC AFFILIATIONS AND EDUCATIONAL PROGRAMS, MEDICAL RESEARCH, ACCREDITATIONS, AND ITS EMPLOYEES. THIS INFORMATION IS AVAILABLE AT NO CHARGE TO THOSE WHO REGISTER AT THE WWW.DACBOND.COM WEBSITE OR BY SEARCHING AT HTTPS://EMMA.MSRB.ORG/. IN ADDITION, FORMS 990 OF THE ORGANIZATION'S FILING ENTITIES ARE AVAILABLE THROUGH DACBOND. QUARTERLY FINANCIAL STATEMENTS ARE ALSO AVAILABLE UPON REQUEST DELIVERED TO THE ORGANIZATION'S ADMINISTRATIVE OFFICES. THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICIES ARE ALSO AVAILABLE UPON REQUEST TO THE ORGANIZATION'S ADMINISTRATIVE OFFICES.
Form 990, Part VII, Section A COLUMN B	THE AVERAGE ESTIMATED HOURS PER WEEK LISTED FOR THE REPORTING ORGANIZATION AND RELATED ORGANIZATIONS ARE BASED ON A STANDARD 40 HOUR WEEK. MEMBERS MAY FREQUENTLY DEVOTE MORE THAN 40 HOURS OF SERVICE TO THE ENTIRE ORGANIZATION DURING AN AVERAGE WEEK.
Form 990, Part VIII, Line 11d Other Miscellaneous Revenue	All Other Revenue - Total Revenue: 1333359, Related or Exempt Function Revenue: 1333359, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ;
Form 990, Part XI, Line 9 Other changes in net assets or fund balances	INTERCOMPANY RECEIVABLE/PAYABLE SETTLEMENTS - -29597033; Total - -29597033;
Form 990, Part XII, Line 2c Change of oversight process or selection process	Form 990, Part XII, Lines 2A, B, C and Part IV, Lines 12, 12A THE FINANCIAL STATEMENTS FOR CARLE BROMENN MEDICAL CENTER WERE AUDITED ON A CONSOLIDATED BASIS. THE CARLE FOUNDATION HAS AN AUDIT COMMITTEE CONSISTING OF MEMBERS OF THE GOVERNING BOARD AND THE CHIEF FINANCIAL OFFICER WHO TOGETHER ASSUME RESPONSIBILITY FOR THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT OR AUDITOR.
FORM 990, PART VI, LINE 15 15A & 15B - PROCESS TO ESTABLISH COMPENSATION OF TOP MANAGEMENT OFFICIAL	CARLE BROMENN MEDICAL CENTER DOES NOT COMPENSATE ITS OFFICERS. EMPLOYEE COMPENSATION FOR THESE INDIVIDUALS IS PAID BY THE SYSTEM PARENT ORGANIZATION, THE CARLE FOUNDATION. THE GOVERNING BOARD OF THE CARLE FOUNDATION, THE SYSTEM PARENT ORGANIZATION OF CARLE BROMENN MEDICAL CENTER THROUGH ITS COMPENSATION COMMITTEE COMPRISED OF INDEPENDENT MEMBERS FREE OF CONFLICT, ANNUALLY REVIEWS EXECUTIVE COMPENSATION LEVELS AND ESTABLISHES APPROPRIATE SALARY RANGES AND OTHER FEATURES OF THE COMPENSATION PLAN IN ACCORDANCE WITH THE ORGANIZATION'S APPROVED COMPENSATION PHILOSOPHY AND STRATEGY: -THE COMMITTEE IS COMPRISED OF MEMBERS OF THE GOVERNING BOARD; WHO ARE INDEPENDENT OF THE CARLE FOUNDATION MANAGEMENT; HAVE NO PERSONAL INTEREST IN THE COMPENSATION ARRANGEMENTS; ARE NOT RELATED TO, OR UNDER THE CONTROL OF ANY INDIVIDUAL WHOSE COMPENSATION ARRANGEMENT IS BEING REVIEWED; AND HAVE NO MATERIAL BUSINESS RELATIONSHIP WITH THE CARLE FOUNDATION. -THE CHIEF EXECUTIVE OFFICER'S COMPENSATION IS DETERMINED BY THE COMPENSATION COMMITTEE IN RELATION TO APPROPRIATE COMPARABILITY DATA. COMPENSATION FOR OTHER MEMBERS OF THE EXECUTIVE STAFF IS DEVELOPED BY THE CEO, EVALUATED AGAINST MARKET DATA, AND REVIEWED AND APPROVED BY THE COMMITTEE. -THE COMMITTEE APPROVES ALL ANNUAL COMPENSATION DECISIONS IN ADVANCE OF THEIR IMPLEMENTATION AND DOCUMENTS ITS DETERMINATIONS AND DISCUSSIONS. -THE COMPENSATION COMMITTEE RELIES UPON A NUMBER OF EXTERNAL RESOURCES AND COMPARISONS, AND ITS ANALYSIS INCLUDES TOTAL COMPENSATION (CASH COMPENSATION PLUS BENEFITS PROVIDED BY THE CARLE FOUNDATION) IN RELATION TO ORGANIZATIONAL PERFORMANCE AND PREVAILING INDUSTRY PRACTICES FOR LIKE RESPONSIBILITIES AT COMPARABLY SIZED ORGANIZATIONS. THE COMMITTEE HAS ENGAGED THE SERVICES OF A COMPENSATION CONSULTING FIRM SPECIALIZING IN THE NOT-FOR-PROFIT SECTOR, WHICH HAS WORKED WITH THE CARLE FOUNDATION AND MAKES ITS REPORTS DIRECTLY AVAILABLE TO THE COMPENSATION COMMITTEE.

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 51056K

Schedule O (Form 990) (Rev. 1-2025)

Additional Data

Software ID:	24020961
Software Version:	2024v5.1

- TIN:

SCHEDULE R
(Form 990)
(Rev. January 2025)

Department of the Treasury
Internal Revenue Service

Related Organizations and Unrelated Partnerships

Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
Attach to Form 990.
Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

Open to Public Inspection

Name of the organization

Carle BroMenn Medical Center

Employer identification number

85-0682363

Part I

Identification of Disregarded Entities. Complete if the organization answered "Yes" on Form 990, Part IV, line 33.

(a) Name, address, and EIN (if applicable) of disregarded entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Total income	(e) End-of-year assets	(f) Direct controlling entity

Part II

Identification of Related Tax-Exempt Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	(g) Section 512(b)(13) controlled entity?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	Yes	No
(1)CARLE COMMUNITY HEALTH CORPORATION 611 W PARK STREET URBANA,IL61801 36-4458371	FNDN MISSION	IL	501(c)(3)	Type I	CDF	Yes
(2)CARLE DEVELOPMENT FOUNDATION 611 W PARK STREET URBANA,IL61801 37-1159978	FUNDRAISING	IL	501(c)(3)	7	TCF	Yes
(3)CARLE EUREKA HOSPITAL 611 W PARK STREET URBANA,IL61801 85-0688306	HOSPITAL SERVICES	IL	501(c)(3)	3	CHCR	Yes
(4)CARLE HEALTH - CENTRAL REGION 611 W PARK STREET URBANA,IL61801 99-0548510	GOVERNANCE/OVERSIGHT	IL	501(c)(3)	Type III-FI	TCF	Yes
(5)CARLE HEALTH - EAST REGION 611 W PARK STREET URBANA,IL61801 99-0582680	GOVERNANCE/OVERSIGHT	IL	501(c)(3)	Type III-FI	TCF	Yes
(6)CARLE HEALTH - SOUTH REGION 611 W PARK STREET URBANA,IL61801 99-0614340	GOVERNANCE/OVERSIGHT	IL	501(c)(3)	Type III-FI	TCF	Yes
(7)CARLE HEALTH - WEST REGION 611 W PARK STREET URBANA,IL61801 37-1111135	GOVERNANCE/OVERSIGHT	IL	501(c)(3)	Type III-FI	TCF	Yes
(8)CARLE HEALTH CARE INCORPORATED 611 W PARK STREET URBANA,IL61801 37-1140016	VARIOUS MEDICAL SERVICES	IL	501(c)(3)	10	TCF	Yes
(9)CARLE RETIREMENT CENTERS INC 611 W PARK STREET URBANA,IL61801 37-1160033	RETIREMENT LIVING	IL	501(c)(3)	10	TCF	Yes
(10)CARLE WEST PHYSICIAN GROUP INC 611 W PARK STREET URBANA,IL61801 85-0703768	PHYSICIAN SERVICES	IL	501(c)(3)	10	CHCI	Yes
(11)CRIS HEALTHY AGING 611 W PARK STREET URBANA,IL61801 37-0948852	SENIOR CITIZEN SERVICES	IL	501(c)(3)	7	CHCI	Yes
(12)HOOPESTON COMMUNITY MEMORIAL HOSPITAL 611 W PARK STREET URBANA,IL61801 36-3637465	HOSPITAL SERVICES	IL	501(c)(3)	3	CHER	Yes
(13)HULT CENTER FOR HEALTHY LIVING INC 611 W PARK STREET URBANA,IL61801 36-3510390	WELLNESS SERVICES	IL	501(c)(3)	7	PH	Yes
(14)HUMAN SERVICE CENTER 611 W PARK STREET URBANA,IL61801 37-1004882	BEHAVIORAL HEALTH SERVICES	IL	501(c)(3)	7	TP	Yes
(15)METHODIST MEDICAL CENTER FOUNDATION 611 W PARK STREET URBANA,IL61801 51-0186460	FUNDRAISING	IL	501(c)(3)	7	CHWR	Yes
(16)METHODIST MEDICAL CENTER OF ILLINOIS 611 W PARK STREET URBANA,IL61801 37-0661223	HOSPITAL SERVICES	IL	501(c)(3)	3	CHWR	Yes
(17)METHODIST SERVICES INC 611 W PARK STREET URBANA,IL61801 37-1111134	PROPERTY HOLDING CO.	IL	501(c)(3)	PF	CHWR	Yes
(18)PARK COURT LIMITED 611 W PARK STREET URBANA,IL61801 37-1178386	PROPERTY HOLDING CO.	IL	501(c)(3)	Type II	CHWR	Yes
(19)PEKIN MEMORIAL HOSPITAL 611 W PARK STREET URBANA,IL61801 37-0692351	HOSPITAL SERVICES	IL	501(c)(3)	3	CHWR	Yes
(20)PRAIRIE VIEW VILLAS NO 1 611 W PARK STREET URBANA,IL61801 26-1755679	HOUSING SERVICES	IL	501(c)(3)	7	TMHC	Yes
(21)PROCTOR HEALTH SYSTEMS 611 W PARK STREET URBANA,IL61801 36-4147437	PHYSICIAN SERVICES	IL	501(c)(3)	3	CHWR	Yes
(22)PROCTOR HOSPITAL 611 W PARK STREET URBANA,IL61801 37-0681540	HOSPITAL SERVICES	IL	501(c)(3)	3	CHWR	Yes
(23)RICHLAND MEMORIAL HOSPITAL INC 611 W PARK STREET URBANA,IL61801 37-1363001	HOSPITAL SERVICES	IL	501(c)(3)	3	CHSR	Yes
(24)TAZWOOD MENTAL HEALTH CENTER INC 611 W PARK STREET URBANA,IL61801 37-1278969	BEHAVIORAL HEALTH SERVICES	IL	501(c)(3)	7	TP	Yes
(25)THE CARLE FOUNDATION 611 W PARK STREET URBANA,IL61801 37-0673465	PARENT/INV MGMT	IL	501(c)(3)	Type III-FI	NA		No
(26)THE CARLE FOUNDATION HOSPITAL 611 W PARK STREET URBANA,IL61801 37-1119538	HOSPITAL SERVICES	IL	501(c)(3)	3	CHER	Yes
(27)THE METHODIST MEDICAL CENTER OF ILLINOIS SELF INSURANCE TRUST AGREEMENT 611 W PARK STREET URBANA,IL61801 37-6181831	SELF INSURANCE	IL	501(c)(3)	Type I	MMCI	Yes
(28)TRILLIUM PLACE 611 W PARK STREET URBANA,IL61801 83-4051901	BEHAVIORAL HEALTH SERVICES	IL	501(c)(3)	Type II	CHWR	Yes

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50135Y

Schedule R (Form 990) (Rev. 1-2025)

Page 2

Part III

Identification of Related Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, because it had one or more related organizations treated as a partnership during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Predominant income(related, unrelated, excluded from tax under sections 512-514)	(f) Share of total income	(g) Share of end-of-year assets	(h) Disproprtionate allocations?		(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?		(k) Percentage ownership
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity		(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No	(k) Percentage ownership
(1) CENTRAL ILLINOIS ENDOSCOPY CENTER LLC 611 W PARK STREET URBANA,IL61801 20-8243285	MEDICAL SERVICES	IL	NA	N/A
(2) CHAMPAIGN SURGICENTER LLC 611 W PARK STREET URBANA,IL61801 20-1915925	SURGICAL CENTER	IL	NA	N/A
(3) MOUPH LLC 611 W PARK STREET URBANA,IL61801 92-1791534	OUTPATIENT ORTHOPEDIC SERVICES	IL	NA	N/A
(4) RAVEN EVERGREEN CREDIT OFFSHORE FUND II LP 75 SPRING STREET 6TH FLOOR NEW YORK,NY10012 98-1747373	INVESTMENTS		NA	N/A
(5) REHABILITATION THERAPY SERVICES LLC 416 ST MARKS CT 110 PEORIA,IL61603 81-0584193	REHABILITATION THERAPY	IL	NA	N/A
(6) THE CENTER FOR ORTHOPEDIC MEDICINE LLC RECOVERY CARE CENTER 2502B E EMPIRE ST BLOOMINGTON,IL61704 27-0934895	OUTPATIENT ORTHOPEDIC SERVICES	IL	NA	N/A
(7) THE CENTER FOR ORTHOPEDIC MEDICINE LLC SURGERY CENTER 2502B E EMPIRE ST BLOOMINGTON,IL61704 37-1356453	OUTPATIENT ORTHOPEDIC SERVICES	IL	NA	N/A

Part IV

Identification of Related Organizations Taxable as a Corporation or Trust. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets	(h) Percentage ownership	(i) Section 512(b)(13) controlled entity?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets	(h) Percentage ownership	Yes	No
(1) BELCREST SERVICES LTD 611 W PARK STREET URBANA,IL61801 37-1196307	MEDICAL SERVICES	IL	NA	C Corporation				Yes
(2) CARLE HEALTH JUNCTION MEDICAL LLC 611 W PARK STREET URBANA,IL61801 81-4609769	CARE COORDINATION	IL	NA	C Corporation				Yes
(3) CARLE HEALTH PHYSICIAN PARTNERS INC 611 W PARK STREET URBANA,IL61801 85-0718392	PHYSICIAN SERVICES	IL	NA	C Corporation				Yes
(4) CARLE HOLDING COMPANY INC 611 W PARK STREET URBANA,IL61801 37-1188284	HOLDING CO.	IL	NA	C Corporation				Yes
(5) CARLE RESEARCH PRODUCTS INC 611 W PARK STREET URBANA,IL61801 99-9999999	MEDICAL RESEARCH - INACTIVE	IL	NA	C Corporation				Yes
(6) CARLE RISK MANAGEMENT COMPANY 611 W PARK STREET URBANA,IL61801 37-1217973	RISK MANAGEMENT	IL	NA	C Corporation				Yes
(7) CARLE VENTURES INC 611 W PARK STREET URBANA,IL61801 37-1313150	HEALTH CARE PARTNERSHIPS	IL	NA	C Corporation				Yes
(8) CHA HOLDING INC 3310 SOUTH FIELDS DR CHAMPAIGN,IL61822 47-1854275	HOLDING CO.	IL	NA	C Corporation				Yes
(9) FIRSTCAROLINACARE INSURANCE COMPANY 42 MEMORIAL DR PINEHURST,NC28374 33-1160597	INSURANCE	IL	NA	C Corporation				Yes
(10) HEALTH ALLIANCE CONNECT INC 3310 SOUTH FIELDS DR CHAMPAIGN,IL61822 46-4796891	HEALTH CARE COORDINATION	IL	NA	C Corporation				Yes
(11) HEALTH ALLIANCE MEDICAL PLANS INC 3310 SOUTH FIELDS DR CHAMPAIGN,IL61822 37-1260731	HEALTH COVERAGE	IL	NA	C Corporation				Yes
(12) HEALTH ALLIANCE MIDWEST INC 3310 SOUTH FIELDS DR CHAMPAIGN,IL61822 37-1354502	HEALTH COVERAGE	IL	NA	C Corporation				Yes
(13) HEALTH ALLIANCE NORTHWEST HEALTH PLAN 820 N CHELAN AVE WENATCHEE,WA98801 46-1966323	HEALTH COVERAGE	WA	NA	C Corporation				Yes
(14) HEALTH ALLIANCE NORTHWEST HOLDING 820 N CHELAN AVE WENATCHEE,WA98801 46-1717578	HOLDING CO.	WA	NA	C Corporation				Yes
(15) HEALTH PLUS INC 611 W PARK STREET URBANA,IL61801 37-1295532	CONTRACTING	IL	NA	C Corporation				Yes
(16) HEALTH SYSTEMS INSURANCE LIMITED GOVERNORS SQUARE 2ND FLOOR BLDG 3 23 LIME TREE BAY AVE GRAND CAYMAN KY11102 CJ 98-0638449	INSURANCE	CJ	NA	C Corporation				Yes
(17) METHODIST HEALTH VENTURES INC 611 W PARK STREET URBANA,IL61801 37-1140939	HOLDING CO.	IL	NA	C Corporation				Yes
(18) OPTIMUM HEALTH SOLUTIONS INC 611 W PARK STREET URBANA,IL61801 20-5430137	CARE COORDINATION - INACTIVE	IL	NA	C Corporation				Yes
(19) PEKIN PROHEALTH INC 611 W PARK STREET URBANA,IL61801 37-1117052	CLINICAL OPERATIONS	IL	NA	C Corporation				Yes
(20) PROVIDER RESOURCE MANAGEMENT INC 611 W PARK STREET URBANA,IL61801 37-1223550	PHYSICIAN SERVICES	IL	NA	C Corporation				Yes

Schedule R (Form 990) (Rev. 1-2025)

Page 3

Part V

Transactions With Related Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.

Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.

Yes

1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?

a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................

b Gift, grant, or capital contribution to related organization(s) ............................

c Gift, grant, or capital contribution from related organization(s) ............................

Yes

d Loans or loan guarantees to or for related organization(s) ............................

e Loans or loan guarantees by related organization(s) ............................

f Dividends from related organization(s) ............................

g Sale of assets to related organization(s) ............................

h Purchase of assets from related organization(s) ............................

i Exchange of assets with related organization(s) ............................

j Lease of facilities, equipment, or other assets to related organization(s) .......................

k Lease of facilities, equipment, or other assets from related organization(s) ......................

Yes

l Performance of services or membership or fundraising solicitations for related organization(s) .....................

Yes

m Performance of services or membership or fundraising solicitations by related organization(s) .................

Yes

n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................

o Sharing of paid employees with related organization(s) ............................

p Reimbursement paid to related organization(s) for expenses ............................

Yes

q Reimbursement paid by related organization(s) for expenses ............................

Yes

r Other transfer of cash or property to related organization(s) ............................

Yes

s Other transfer of cash or property from related organization(s) ............................

Yes

If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.

(a) Name of related organization	(b) Transaction type (a-s)	(c) Amount involved	(d) Method of determining amount involved
(1) CARLE DEVELOPMENT FOUNDATION	C	340,997	BOOK
(2) Carle Eureka Hospital	L	166,980	book
(3) Health Alliance Connect Inc	L	3,596,782	book
(4) Health Alliance Medical Plans Inc	L	12,303,930	book
(5) Carle West Physician Group Inc	M	1,934,800	book
(6) Health Systems Insurance Limited	M	2,161,251	book
(7) The Carle Foundation Hospital	S	180,755	book

Schedule R (Form 990) (Rev. 1-2025)

Page 4

Part VI

Unrelated Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 37.

Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.

(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(e) Are all partners section 501(c)(3) organizations?		(f) Share of total income	(g) Share of end-of-year assets	(h) Disproprtionate allocations?		(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?		(k) Percentage ownership
(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	Yes	No	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No	(k) Percentage ownership

Schedule R (Form 990) (Rev. 1-2025)

Page 5

Part VII

Supplemental Information

Provide additional information for responses to questions on Schedule R. See instructions.

Return Reference	Explanation

Schedule R (Form 990) (Rev. 1-2025)

Additional Data

Software ID:	24020961
Software Version:	2024v5.1

1	Briefly describe the organization’s mission or most significant activities: to be the trusted partner in all healthcare decisions and improve health by providing highly accessible, world-class care and services.
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	11
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	7
5	Total number of individuals employed in calendar year 2024 (Part V, line 2a) ......	5	1,640
6	Total number of volunteers (estimate if necessary) .............	6	557
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	3,552,959
b	Net unrelated business taxable income from Form 990-T, Part I, line 11 .........	7b	0

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	512,651	340,997
9	Program service revenue (Part VIII, line 2g) .........	243,430,368	260,411,126
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	0	28,023
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	6,669,594	6,600,577
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	250,612,613	267,380,723
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	108,309	38,820
14	Benefits paid to or for members (Part IX, column (A), line 4).....	0	0
15	Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)	100,843,960	107,327,036
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....	0	0
b	Total fundraising expenses (Part IX, column (D), line 25) 0
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	141,853,818	137,083,292
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	242,806,087	244,449,148
19	Revenue less expenses. Subtract line 18 from line 12.......	7,806,526	22,931,575
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	68,938,847	65,959,701
21	Total liabilities (Part X, line 26).............	6,313,838	10,000,150
22	Net assets or fund balances. Subtract line 21 from line 20.....	62,625,009	55,959,551

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 194,258,855 including grants of $ 38,820 ) (Revenue $ 261,744,485 )
	CARLE BROMENN MEDICAL CENTER ("CBMC") IS A TAX-EXEMPT ILLINOIS NOT-FOR-PROFIT CORPORATION ESTABLISHED FOR THE PURPOSE OF OPERATING A HOSPITAL AND CONDUCTING PATIENT CARE RELATED ACTIVITIES. THE HEALTHCARE LEADER IN MCLEAN COUNTY, ILLINOIS, CBMC PROVIDES WORLD-CLASS CARE IN NEUROLOGY, CARDIOLOGY, ORTHOPEDICS, OBSTETRICS, BEHAVORIAL HEALTH SERVICES, AND MORE. CBMC IS ALSO A TEACHING FACILITY OFFERING RESIDENCY PROGRAMS IN NEUROSURGERY, NEUROLOGY, FAMILY MEDICINE, AND CLINICAL PASTORAL EDUCATION. CBMC IS A 200 BED HOSPITAL LOCATED AT 1304 FRANKLIN AVENUE, NORMAL, IL PROVIDING A RANGE OF ANCILLARY AND SUPPORT SERVICES. CBMC IS ACCREDITED BY DNV GL HEALTHCARE AND HAS ACHIEVED MAGNET DESIGNATION, THE NATION'S HIGHEST DESIGNATION FOR NURSING CARE. CBMC MAINTAINS ACCREDITATIONS AS A LEVEL II TRAUMA CENTER, CHEST PAIN CENTER, PRIMARY STROKE CENTER AND LEVEL II PERINATAL CENTER, AND IS IPDH EMERGENCY DEPARTMENT APPROVED FOR PEDIATRICS. CBMC CONTINUES OVER 125-YEAR HISTORY OF PROVIDING CHARITABLE, NOT-FOR-PROFIT HOSPITAL CARE FOR BLOOMINGTON-NORMAL, AND THEIR SURROUNDING COMMUNITY. THIS HISTORY BEGAN WITH DEACONESS HOSPITAL, WHICH WAS FORMED IN 1896 AND WHICH LATER CHANGED ITS NAME TO BROKAW HOSPITAL, AND THEN TO BROMENN MEDICAL CENTER AFTER A MERGER WITH MENNONITE HEALTH CARE ASSOCIATION. IN 2010, THE HOSPITAL AND ITS SISTER HOSPITAL, EUREKA HOSPITAL, MERGED INTO ADVOCATE HEALTH AND HOSPITAL CORPORATION (ADVOCATE) AND WAS OPERATED AS A DIVISION OF ADVOCATE, UNTIL JULY 1, 2020 WHEN ACQUIRED BY CARLE HEALTH. FOR 2024, CBMC HAD APPROXIMATELY 278,982 INPATIENT AND OUTPATIENT VISITS WITH APPROXIMATELY 31,034 EMERGENCY DEPARTMENT VISITS AND 1,363 BIRTHS.

4b	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )












4c	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )












4d	Other program services (Describe in Schedule O.)
	(Expenses $ including grants of $ ) (Revenue $ )
4e	Total program service expenses194,258,855

1b	Sub-Total..............
c	Total from continuation sheets to Part VII, Section A..
d	Total (add lines 1b and 1c).........	1,172,089	12,217,860	1,741,951

1a	Federated campaigns..		1a
b	Membership dues..		1b
c	Fundraising events..		1c
d	Related organizations		1d	340,997
e	Government grants (contributions)		1e

f	All other contributions, gifts, grants, and similar amounts not included above		1f

g	Noncash contributions included in lines 1a - 1f:$		1g	2,025

h Total. Add lines 1a-1f.......		340,997

		Business Code
2a	Patient Service Revenue	621110	260,411,126	260,411,126
b
c
d
e
f	All other program service revenue.		0	0	0	0
g	Total. Add lines 2a–2f .....		260,411,126

3 Investment income (including dividends, interest, and othersimilar amounts) ......
4 Income from investment of tax-exempt bond proceeds
5 Royalties...........
			(i) Real	(ii) Personal
6a	Gross rents	6a
b	Less: rental expenses	6b
c	Rental income or (loss)	6c	0	0
d	Net rental income or (loss).......
			(i) Securities	(ii) Other
7a	Gross amount from sales of assets other than inventory	7a		253,247
b	Less: cost or other basis and sales expenses	7b		225,224
c	Gain or (loss)	7c	0	28,023
d	Net gain or (loss).........			28,023			28,023
8a	Gross income from fundraising events (not including $ of contributions reported on line 1c). See Part IV, line 18 ....
			8a
b	Less: direct expenses ...		8b
c	Net income or (loss) from fundraising events..
9a	Gross income from gaming activities. See Part IV, line 19 ...
			9a
b	Less: direct expenses ...		9b
c	Net income or (loss) from gaming activities..
10a	Gross sales of inventory, less returns and allowances ..
			10a	772,629
b	Less: cost of goods sold ..		10b
c	Net income or (loss) from sales of inventory..			772,629			772,629

Business Code
11a	PHARMACY INCOME		446110	3,330,413		3,330,413
b	MANAGEMENT FEE REVENUE		900099	222,546		222,546
c	Cafeteria Revenue		722514	941,630			941,630
d	All other revenue ....			1,333,359	1,333,359	0	0
e	Total. Add lines 11a–11d ......			5,827,948
12	Total revenue. See instructions.....			267,380,723	261,744,485	3,552,959	1,742,282

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....	38,820	38,820
2	Grants and other assistance to domestic individuals. See Part IV, line 22 ...........
3	Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............
4	Benefits paid to or for members .......
5	Compensation of current officers, directors, trustees, and key employees ...........
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........
7	Other salaries and wages........	86,103,028	80,697,668	5,405,360
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	4,843,782	4,526,551	317,231
9	Other employee benefits .......	9,963,362	9,236,345	727,017
10	Payroll taxes ...........	6,416,864	5,951,982	464,882
11	Fees for services (non-employees):
a	Management ......
b	Legal .........
c	Accounting ...........
d	Lobbying ...........	92,531		92,531
e	Professional fundraising services. See Part IV, line 17
f	Investment management fees ......
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)	11,804,482	11,424,472	380,010	0
12	Advertising and promotion ....	37	37
13	Office expenses .......	2,682,505	2,296,197	386,308
14	Information technology ......	547,135	445,221	101,914
15	Royalties ..
16	Occupancy ...........	8,363,578	5,212,477	3,151,101
17	Travel ............	286,617	265,116	21,501
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .
19	Conferences, conventions, and meetings ....	39,368	38,420	948
20	Interest ...........
21	Payments to affiliates .......
22	Depreciation, depletion, and amortization ..	5,864,929	5,361,812	503,117
23	Insurance ...	2,201,113	9,291	2,191,822
24	Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a	Internal Management Fees	51,273,946	17,605,998	33,667,948
b	PATIENT CARE SUPPLIES	43,274,740	43,274,740
c	PROVIDER ASSESSMENT TAX & OTHER TAXES	9,523,009	6,948,295	2,574,714
d	Non-Physician Recruitment	718,092	686,217	31,875
e	All other expenses	411,210	239,196	172,014	0
25	Total functional expenses. Add lines 1 through 24e	244,449,148	194,258,855	50,190,293	0
26	Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720).

1	Cash–non-interest-bearing ........			1,443,305	1	395,643
2	Savings and temporary cash investments .........				2
3	Pledges and grants receivable, net ......				3
4	Accounts receivable, net .............			29,144,066	4	30,633,941
5	Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
				0	5	0
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
				0	6	0
7	Notes and loans receivable, net ...........			102,249	7	102,249
8	Inventories for sale or use ............			4,297,419	8	4,111,385
9	Prepaid expenses and deferred charges ......			414,113	9	273,088
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	51,899,408
b	Less: accumulated depreciation	10b	21,456,013	33,537,695	10c	30,443,395
11	Investments—publicly traded securities .				11
12	Investments—other securities. See Part IV, line 11 .....			0	12
13	Investments—program-related. See Part IV, line 11 ..			0	13
14	Intangible assets ...............				14
15	Other assets. See Part IV, line 11 ...........			0	15	0
16	Total assets. Add lines 1 through 15 (must equal line 33)...			68,938,847	16	65,959,701

17	Accounts payable and accrued expenses .....	6,313,838	17	10,000,150
18	Grants payable ...		18
19	Deferred revenue .........		19
20	Tax-exempt bond liabilities .........		20
21	Escrow or custodial account liability. Complete Part IV of Schedule D		21
22	Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
		0	22	0
23	Secured mortgages and notes payable to unrelated third parties ..		23
24	Unsecured notes and loans payable to unrelated third parties ..		24
25	Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D	0	25	0
26	Total liabilities. Add lines 17 through 25..	6,313,838	26	10,000,150

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........	62,625,009	27	55,959,551
28	Net assets with donor restrictions ...........		28
	Organizations that do not follow FASB ASC 958, check here and complete lines 29 through 33.
29	Capital stock or trust principal, or current funds .....		29
30	Paid-in or capital surplus, or land, building or equipment fund ...		30
31	Retained earnings, endowment, accumulated income, or other funds		31
32	Total net assets or fund balances ...........	62,625,009	32	55,959,551
33	Total liabilities and net assets/fund balances ........	68,938,847	33	65,959,701