To raise funds to support the Carle Foundation mission.

501(c)(3) charity; gifts are tax-deductible.
83¢ of each $1 spent went to programs.
Run by 245 volunteers and 23 employees.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2024 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 5
filings with a surplus
Average surplus $2.8M a year · 25% of revenue · last 5 filings
Fine: a surplus in 4 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
83%
of spending
Looks good: 83% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$1.0M
to officers and key staff · 6% of spending
Looks good: pay to officers and key staff is 6% of spending; 15% or less.
Pt VII · Sec A
8 mo
of spending, in cash
Plus $81.0M in investments, Pt X · Ln 11–13
Looks good: 7.7 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
12
named funders · $443K
Looks good: 12 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$18.7M
16% of total assets
Looks good: liabilities are 16% of assets; 50% or less.
Pt X · Ln 26
Independent board members
9
of 12 voting members
Looks good: 9 of 12 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$17.4M
+38% vs prior year
Spent
$17.8M
To programs
83%
Net assets
$95.1M
By yearFY2020–FY2024
Revenue
$17.4M
FY2024▲ +38%
Tap a bar for its year
Revenue by fiscal year
FY2020$6.5M
FY2021$11.2M
FY2022$7.9M
FY2023$12.6M
FY2024$17.4M
Expenses
$17.8M
FY2024▲ +87%
Tap a bar for its year
Expenses by fiscal year
FY2020$3.2M
FY2021$5.3M
FY2022$6.0M
FY2023$9.5M
FY2024$17.8M
Net assets
$95.1M
FY2024▲ +0.9%
Tap a bar for its year
Net assets by fiscal year
FY2020$43.3M
FY2021$49.0M
FY2022$46.9M
FY2023$94.3M
FY2024$95.1M

From the FY2024 Form 990 · figures checked against the IRS filing · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Nov 1984.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

83 cents of each dollar spent went to programs.

Program services 83% · $14.8M Management & general 1% · $155K Fundraising 16% · $2.8M

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

23 people listed on the 990; $1.0M paid to officers and key staff.

Part VII, Section A · reportable compensation
VP, Bromenn & Eureka Development
$184,688Pt VII · Sec A
Executive Director, Development East Region
$160,995Pt VII · Sec A
Director, Carle Health - West Region Development
$151,283Pt VII · Sec A
Director, Philanthropy Operations
$149,773Pt VII · Sec A
Executive Director, Development & Campaigns
$136,445Pt VII · Sec A
Director, Bromenn Development
$129,527Pt VII · Sec A
Executive Director, Development
$111,317Pt VII · Sec A
Board Member // VP, Center for Philanthropy
$0Pt VII · Sec A

Shelleigh Birlingmair’s $185K as VP, Bromenn & Eureka Development is at the 17th percentile of top reported officer pay among 2901 $10–100M health care nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Lizbeth Katsinas———$352,933$307,820
Shelleigh Birlingmair$184,688$200,972$171,821$165,452—
Roger Laramee$160,995$166,784$137,860$144,199$128,269
Timothy Stedman$151,283————
Ross Richards$149,773$150,411———
Andrew Bond$129,527$140,412———
Angela Hatfield$136,445————
Sharla Jolly—$125,875———

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Carle Development Foundation executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2Yes
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Raises funds to support healthcare services and research.

Questions for Carle Development Foundation

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Provided by the organization

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3 programs · $8.7M · in their own filed words · FY2024
01

Greater Peoria Young Minds Project Building Costs

The young minds project bulidng costs fund supports the transformation of a former skilled nursing facility in west peoria into a state-of-the-art child and adolescent behavioral health center, trillum place young minds center, an affiliate of carle health.

$7.6Mprogram expense
02

Critical Care Transport

This fund supports the critical care transport program at carle. Purchases include an advanced critical care ground ambulance, a hamilton ventilator, and an advanced human patient simulator, enhancing emergency response training throughout carle's service region.

$574Kprogram expense
03

Stephens Family Innovations in Medical Research

The stephens family innovations in medical research fund supports research led by carle health clinician scientists in collaboration with university of illinois researchers. It is designed to directly impact patient care in our community and beyond.

$485Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
See all 12 funders →
Grants paid · 58 grants · $26.2M · 2020–2024
The Carle Foundation HospitalIL · FY2024$1,816,665
The Carle FoundationIL · FY2024$795,572
Carle Health Care IncorporatedIL · FY2024$723,806
Proctor HospitalIL · FY2024$572,039
Carle Bromenn Medical CenterIL · FY2024$338,972
Carle West Physician Group INCIL · FY2024$333,355
Unitemized GrantFY2024$90,249
Unitemized GrantFY2024$90,226
Carle Eureka HospitalIL · FY2024$51,133
Pekin Memorial HospitalIL · FY2024$20,956
Carle Retirement Centers INCIL · FY2024$11,481
Champaign Surgicenter LLCFY2024$5,670
Unitemized GrantFY2024$632
The Carle Foundation HospitalIL · FY2023$1,890,294
See all 58 grants →

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$17.4M
Ln 12
Gifts and grantsLn 1h$13.3M
Investment incomeLn 3$4.2M
Money outPt IX
$17.8M
Ln 25
Programscol B$14.8M
Managementcol C$155K
Fundraisingcol D$2.8M
Owns and owesPt X
$95.1M
net assets · Ln 32
Cash and savingsLn 1–2$11.5M
Total assetsLn 16$113.8M
LiabilitiesLn 26$18.7M
PeoplePt VI, VII
23
listed · VII A
PaidVII A7
Voting boardVI 1a12
IndependentVI 1b9
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$13.3M
Government grantsLn 1e$14K
Noncash giftsLn 1g$82K
Fundraising eventsLn 1c$1.5M
Investment incomeLn 3$4.2M
Gains on assetsLn 7$1.6M
Total revenueLn 12$17.4M
Assets in detailPt X, end of year
CashLn 1$0
SavingsLn 2$11.5M
Cash and savings togetherLn 1–2$11.5M
InvestmentsLn 11–13$81.0M
Land, buildings, equipmentLn 10c$14.3M
Other assetsLn 15$4.9M
Total assetsLn 16$113.8M
LiabilitiesLn 26$18.7M
Net assetsLn 32$95.1M
OperationsPt I, VI
EmployeesI 523
VolunteersI 6245
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$11.0M$11.5M
InvestmentsLn 11–13$86.0M$81.0M
Land, buildings, equipmentLn 10c$14.3M$14.3M
Total assetsLn 16$114.6M$113.8M
LiabilitiesLn 26$20.3M$18.7M
Net assetsLn 32$94.3M$95.1M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$14.6M$14.6M
Grants to domestic individualsLn 2$181K$181K
Benefits paid to or for membersLn 4$0$0
Pay of current officers, directors and key staffLn 5$366K$366K
Other salaries and wagesLn 7$1.7M$1.7M
Pension plan contributionsLn 8$71K$71K
Other employee benefitsLn 9$292K$292K
Payroll taxesLn 10$124K$124K
Lobbying feesLn 11d$74$74
Investment management feesLn 11f$145K$145K
Other fees for servicesLn 11g$68K$0$0$68K
Advertising and promotionLn 12$59K$59K
Office expensesLn 13$25K$25K
Information technologyLn 14$73K$73K
OccupancyLn 16$78K$78K
TravelLn 17$5K$5K
Conferences, conventions and meetingsLn 19$112$112
Depreciation, depletion and amortizationLn 22$2K$2K
InsuranceLn 23$2K$2K
Other expenses (24a–d)Ln 24$56K$47K$8K
All other expensesLn 24e$11K$0$11K$0
Total functional expensesLn 25$17.8M$14.8M$155K$2.8M

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest Viewing $17.4M$17.8M−$408K$95.1M 990 PDF
FY2023 $12.6M$9.5M$3.1M$94.3M 990 PDF
FY2022 $7.9M$6.0M$1.9M$46.9M 990 PDF
FY2021 $11.2M$5.3M$5.9M$49.0M 990 PDF
FY2020 $6.5M$3.2M$3.3M$43.3M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support M · Noncash J · Pay O · Explanations
See the full FY2024 990 (6 parts)
Part I · Summary $17,396,365 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $8,317,418$13,257,256
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $3,930,735$4,243,983
I-11 Other revenuePrior year $395,383−$104,874
I-12 Total revenuePrior year $12,643,536$17,396,365
I-13 Grants and similar amounts paidPrior year $6,327,052$14,761,213
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $1,915,231$2,520,450
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $1,287,365$522,640
I-18 Total expensesPrior year $9,529,648$17,804,303
I-19 Revenue less expensesPrior year $3,113,888−$407,938
Part VI · Governance 9 of 12 board members independent, 2 to look at
VI-1a Voting members of the governing body12
VI-1b Independent voting members9
VI-2 Family or business relationship among officers or directorsYes
VI-15a Process for setting top official's payNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $17,396,365 across 12 lines filed
Lines not itemized here account for $12,298 of total revenue; see the IRS return.
VIII-1a Federated campaigns$149,434
VIII-1c Fundraising events$1,496,522
VIII-1d Related organizations$3,139,090
VIII-1e Government grants$13,634
VIII-1f All other contributions, gifts and grants$8,458,576
VIII-1g Noncash contributions (included above)$82,266
VIII-1h Total contributions, gifts and grants$13,257,256
VIII-3 Investment incomeExcluded from tax $2,684,588$2,684,588
VIII-7 Net gain or loss on sales of assetsExcluded from tax $1,559,395$1,559,395
VIII-8 Net income from fundraising eventsExcluded from tax −$151,772−$151,772
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $34,600$34,600
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $4,139,109$17,396,365
Part IX · Statement of functional expenses $17,804,303 across 21 lines filed
IX-1 Grants to domestic organizationsPrograms $14,580,106$14,580,106
IX-2 Grants to domestic individualsPrograms $181,107$181,107
IX-4 Benefits paid to or for membersPrograms $0$0
IX-5 Pay of current officers, directors and key staffFundraising $365,674$365,674
IX-7 Other salaries and wagesFundraising $1,668,160$1,668,160
IX-8 Pension plan contributionsFundraising $70,725$70,725
IX-9 Other employee benefitsFundraising $292,245$292,245
IX-10 Payroll taxesFundraising $123,646$123,646
IX-11d Lobbying feesFundraising $74$74
IX-11f Investment management feesManagement $144,505$144,505
IX-11g Other fees for servicesPrograms $0 · Management $0 · Fundraising $67,676$67,676
IX-12 Advertising and promotionFundraising $58,761$58,761
IX-13 Office expensesFundraising $25,003$25,003
IX-14 Information technologyFundraising $73,017$73,017
IX-16 OccupancyFundraising $77,817$77,817
IX-17 TravelFundraising $5,441$5,441
IX-19 Conferences, conventions and meetingsFundraising $112$112
IX-22 Depreciation, depletion and amortizationFundraising $2,221$2,221
IX-23 InsuranceFundraising $1,943$1,943
IX-24 Other expenses (24a–d)Programs $47,178 · Fundraising $8,354$55,532
IX-24e All other expensesPrograms $0 · Management $10,538 · Fundraising $0$10,538
IX-25 Total functional expensesPrograms $14,808,391 · Management $155,043 · Fundraising $2,840,869$17,804,303
Part X · Balance sheet $113,837,041 assets, 17 lines filed
X-1 Cash, non-interest-bearingStart of year $1,124,246$0
X-2 Savings and temporary cash investmentsStart of year $9,839,049$11,476,959
X-3 Pledges and grants receivableStart of year $3,145,116$2,212,129
X-4 Accounts receivableStart of year $84,988$0
X-9 Prepaid expenses and deferred chargesStart of year $385$0
X-10c Land, buildings and equipment, netStart of year $14,273,096$14,263,388
X-11 Publicly traded securitiesStart of year $61,027,723$62,667,116
X-12 Other securitiesStart of year $24,978,351$18,364,597
X-15 Other assetsStart of year $143,187$4,852,852
X-16 Total assetsStart of year $114,616,141$113,837,041
X-17 Accounts payable and accrued expensesStart of year $288,398$340,357
X-25 Other liabilitiesStart of year $20,047,769$18,378,751
X-26 Total liabilitiesStart of year $20,336,167$18,719,108
X-27 Net assets without donor restrictionsStart of year $26,534,316$33,232,951
X-28 Net assets with donor restrictionsStart of year $67,745,658$61,884,982
X-32 Total net assets or fund balancesStart of year $94,279,974$95,117,933
X-33 Total liabilities and net assetsStart of year $114,616,141$113,837,041
Part XI · Reconciliation of net assets $95,117,933 net assets at year end
XI-1 Total revenue$17,396,365
XI-2 Total expenses$17,804,303
XI-3 Revenue less expenses−$407,938
XI-4 Net assets at start of year$94,279,974
XI-5 Net unrealized gains (losses) on investments−$1,245,898
XI-9 Other changes in net assets$2,491,795
XI-10 Net assets at end of year$95,117,933

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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