To raise funds to support the Carle Foundation mission.

501(c)(3) charity; gifts are tax-deductible.
60¢ of each $1 spent went to programs.
$765K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2021 · 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
60%
of spending
Worth a look: 60% of spending went to programs; under 65%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$765K
to officers and key staff · 14% of spending
Looks good: pay to officers and key staff is 14% of spending; 15% or less.
Pt VII · Sec A
6 mo
of spending, in cash
Plus $54.1M in investments, Pt X · Ln 11–13
Looks good: 6.4 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
$21.4M
30% of total assets
Looks good: liabilities are 30% of assets; 50% or less.
Pt X · Ln 26
Independent board members
15
of 17 voting members
Looks good: 15 of 17 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$11.2M
+72% vs prior year
Spent
$5.3M
To programs
60%
Net assets
$49.0M
By yearFY2020–FY2024
Revenue
$11.2M
FY2021▲ +72%
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
$5.3M
FY2021▲ +65%
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
$49.0M
FY2021▲ +13%
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 FY2021 Form 990 · figures checked against the IRS filing · see the original

Give Claim
You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2024) →

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

60 cents of each dollar spent went to programs.

Program services 60% · $3.2M Fundraising 40% · $2.1M

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

Something off? Claim to add context

Who runs it and what they're paid

29 people listed on the 990; $765K paid to officers and key staff.

Part VII, Section A · reportable compensation
Vp-Ctr for Philanthropy
$352,933Pt VII · Sec A
VP, Bromenn & Eureka Dvlpmnt
$165,452Pt VII · Sec A
Dir-Development
$144,199Pt VII · Sec A
Dir-Dvlpmnt & Grateful Giv Cfh
$102,606Pt VII · Sec A
Key Employee - Former
$0Pt VII · Sec A
Exec VP, Chief HR Officer
$0Pt VII · Sec A
Trustee & Physician
$0Pt VII · Sec A
Trustee-Former
$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 →

On this list? Claim this org

Something off? Claim to add context

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

Tap to ask. Carle Development Foundation sees how many people are interested.

Your first name shows with your question. Carle Development Foundation answers here, for everyone.

Provided by the organization

Know this org? Add your story

3 programs · $1.4M · in their own filed words · FY2021
01

Will's Garden

Will's garden honors the memory of the boy whose brave battle with leukemia inspired its creation while providing a relaxing space for other families going through difficult times. The new rooftop garden provides a relaxing place for patients, visitors, and staff to rest, relieve stress, clear their heads, heal or just be with one…

$1.0Mprogram expense
02

Carle auxiliary guest house-the guest house provides a home away from home for thousands of family members needing overnight accommodations while their loved one receives care at carle. Charitable donations are used to cover the operational costs of the guest house, keeping the cost of the service free to guests, family and friends who…

$226Kprogram expense
03

Healthy beginnings-this program works closely with community partners to build a culture of health. By offering services such as nurse home visits, mobile clinic services, child and family education and healthy food access, healthy beginnings ensures children and their families-regardless of life circumstances-have an opportunity to be…

$127Kprogram 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 FY2021 990, line by line.

1The main four
Money inPt VIII
$11.2M
Ln 12
Gifts and grantsLn 1h$8.8M
Investment incomeLn 3$2.4M
Other incomeLn 4–11$51K
Money outPt IX
$5.3M
Ln 25
Programscol B$3.2M
Fundraisingcol D$2.1M
Owns and owesPt X
$49.0M
net assets · Ln 32
Cash and savingsLn 1–2$2.8M
Total assetsLn 16$70.5M
LiabilitiesLn 26$21.4M
PeoplePt VI, VII
29
listed · VII A
PaidVII A4
Voting boardVI 1a17
IndependentVI 1b15
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$8.8M
Government grantsLn 1e$0
Noncash giftsLn 1g$51K
Fundraising eventsLn 1c$316K
Investment incomeLn 3$2.4M
Other incomeLn 4–11$51K
Gains on assetsLn 7$1.6M
Total revenueLn 12$11.2M
Assets in detailPt X, end of year
CashLn 1$0
SavingsLn 2$2.8M
Cash and savings togetherLn 1–2$2.8M
InvestmentsLn 11–13$54.1M
Land, buildings, equipmentLn 10c$11.1M
Other assetsLn 15$47K
Total assetsLn 16$70.5M
LiabilitiesLn 26$21.4M
Net assetsLn 32$49.0M
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 FY21End FY21
Cash and savingsLn 1–2$1.3M$2.8M
InvestmentsLn 11–13$49.2M$54.1M
Land, buildings, equipmentLn 10c$11.2M$11.1M
Total assetsLn 16$64.0M$70.5M
LiabilitiesLn 26$20.8M$21.4M
Net assetsLn 32$43.3M$49.0M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$2.7M$2.7M
Grants to domestic individualsLn 2$89K$89K
Grants and assistance to foreign recipientsLn 3$0
Benefits paid to or for membersLn 4$0
Pay of current officers, directors and key staffLn 5$603K$603K
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$760K$760K
Pension plan contributionsLn 8$42K$42K
Other employee benefitsLn 9$71K$71K
Payroll taxesLn 10$55K$55K
Management feesLn 11a$0
Legal feesLn 11b$339$339
Accounting feesLn 11c$0
Lobbying feesLn 11d$106$106
Professional fundraising feesLn 11e$0
Investment management feesLn 11f$65K$65K
Other fees for servicesLn 11g$61K$61K
Advertising and promotionLn 12$6K$6K
Office expensesLn 13$51K$51K
Information technologyLn 14$30K$30K
RoyaltiesLn 15$0
OccupancyLn 16$280K$280K
TravelLn 17$4K$4K
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$5K$5K
InterestLn 20$0
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$3K$3K
InsuranceLn 23$610$610
Other expenses (24a–d)Ln 24$450K$341K$109K
Total functional expensesLn 25$5.3M$3.2M$0$2.1M

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $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 Viewing $11.2M$5.3M$5.9M$49.0M 990 PDF
FY2020 $6.5M$3.2M$3.3M$43.3M 990 PDF

More to add? Claim this org

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 FY2021 990 (6 parts)
Part I · Summary $11,227,121 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $5,293,156$8,793,998
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $1,223,347$2,382,609
I-11 Other revenuePrior year $20,363$50,514
I-12 Total revenuePrior year $6,536,866$11,227,121
I-13 Grants and similar amounts paidPrior year $1,365,982$2,833,999
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $1,071,871$1,530,582
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $782,333$956,342
I-18 Total expensesPrior year $3,220,186$5,320,923
I-19 Revenue less expensesPrior year $3,316,680$5,906,198
Part VI · Governance 15 of 17 board members independent, 2 to look at
VI-1a Voting members of the governing body17
VI-1b Independent voting members15
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 $11,227,121 across 13 lines filed
VIII-1c Fundraising events$315,957
VIII-1d Related organizations$2,156,837
VIII-1e Government grants$0
VIII-1f All other contributions, gifts and grants$6,321,204
VIII-1g Noncash contributions (included above)$51,347
VIII-1h Total contributions, gifts and grants$8,793,998
VIII-3 Investment incomeExcluded from tax $797,428$797,428
VIII-5 Royalties$0
VIII-6 Net rental income or loss$0
VIII-7 Net gain or loss on sales of assetsExcluded from tax $1,585,181$1,585,181
VIII-8 Net income from fundraising eventsExcluded from tax $10,214$10,214
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $40,300$40,300
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $2,433,123$11,227,121
Part IX · Statement of functional expenses $5,320,923 across 30 lines filed
IX-1 Grants to domestic organizationsPrograms $2,745,205$2,745,205
IX-2 Grants to domestic individualsPrograms $88,794$88,794
IX-3 Grants and assistance to foreign recipients$0
IX-4 Benefits paid to or for members$0
IX-5 Pay of current officers, directors and key staffFundraising $603,125$603,125
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wagesFundraising $760,055$760,055
IX-8 Pension plan contributionsFundraising $41,803$41,803
IX-9 Other employee benefitsFundraising $70,897$70,897
IX-10 Payroll taxesFundraising $54,702$54,702
IX-11a Management fees$0
IX-11b Legal feesFundraising $339$339
IX-11c Accounting fees$0
IX-11d Lobbying feesFundraising $106$106
IX-11f Investment management feesFundraising $64,805$64,805
IX-11g Other fees for servicesFundraising $61,069$61,069
IX-12 Advertising and promotionFundraising $6,196$6,196
IX-13 Office expensesFundraising $50,636$50,636
IX-14 Information technologyFundraising $30,283$30,283
IX-15 Royalties$0
IX-16 OccupancyFundraising $279,564$279,564
IX-17 TravelFundraising $4,180$4,180
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetingsFundraising $5,440$5,440
IX-20 Interest$0
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortizationFundraising $3,142$3,142
IX-23 InsuranceFundraising $610$610
IX-24 Other expenses (24a–d)Programs $341,207 · Fundraising $108,765$449,972
IX-25 Total functional expensesPrograms $3,175,206 · Management $0 · Fundraising $2,145,717$5,320,923
Part X · Balance sheet $70,454,339 assets, 24 lines filed
X-1 Cash, non-interest-bearingStart of year $458,062$0
X-2 Savings and temporary cash investmentsStart of year $882,079$2,831,773
X-3 Pledges and grants receivableStart of year $2,174,617$2,221,144
X-4 Accounts receivableStart of year $84,988$84,988
X-8 Inventories for sale or useStart of year $0$0
X-9 Prepaid expenses and deferred chargesStart of year $457$52
X-10c Land, buildings and equipment, netStart of year $11,161,567$11,147,645
X-11 Publicly traded securitiesStart of year $35,768,726$39,570,954
X-12 Other securitiesStart of year $13,470,926$14,550,322
X-13 Program-related investmentsStart of year $0$0
X-14 Intangible assetsStart of year $0$0
X-15 Other assetsStart of year $47,503$47,461
X-16 Total assetsStart of year $64,048,925$70,454,339
X-17 Accounts payable and accrued expensesStart of year $377,050$373,701
X-18 Grants payableStart of year $0$0
X-19 Deferred revenueStart of year $10,406$10,406
X-20 Tax-exempt bond liabilitiesStart of year $0$0
X-24 Unsecured notes and loans payableStart of year $0$0
X-25 Other liabilitiesStart of year $20,397,740$21,026,215
X-26 Total liabilitiesStart of year $20,785,196$21,410,322
X-27 Net assets without donor restrictionsStart of year $14,927,007$17,469,911
X-28 Net assets with donor restrictionsStart of year $28,336,722$31,574,106
X-32 Total net assets or fund balancesStart of year $43,263,729$49,044,017
X-33 Total liabilities and net assetsStart of year $64,048,925$70,454,339
Part XI · Reconciliation of net assets $49,044,017 net assets at year end
XI-1 Total revenue$11,227,121
XI-2 Total expenses$5,320,923
XI-3 Revenue less expenses$5,906,198
XI-4 Net assets at start of year$43,263,729
XI-5 Net unrealized gains (losses) on investments$948,800
XI-9 Other changes in net assets−$1,074,710
XI-10 Net assets at end of year$49,044,017

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

Similar organizations you could support · Compare with another nonprofit

Names, privacy, and removal requests More

The names, titles, and compensation shown on this page are reproduced from IRS Form 990 filings, which are public records.

Philanthropy.org does not alter the content of those filings. All information appears exactly as reported by the filing organization for the tax year shown.

We publish only information contained in the public IRS filing — and less than the filing contains. Our profile pages do not display street addresses, telephone numbers, personal email addresses, or other personal contact information, even where the filing includes them.

Many people share the same name. A name shown on this page reflects only what one organization reported in one IRS filing for one tax year. It should not be interpreted as identifying any other individual with the same or a similar name.

If you are no longer affiliated with the organization, your name will generally stop appearing in future IRS filings once the organization no longer reports you. Pages for tax years in which you were reported remain published because those filings remain part of the public record.

Philanthropy.org does not alter or remove IRS filing records. Removing a page from this website would not remove the underlying IRS filing, which remains publicly available from the IRS and other publishers of the same information.

If you believe the IRS filing itself is inaccurate, corrections must be made by the filing organization or the IRS directly.

Your org? Add context

Made it to the end? Claim this org

All figures are derived from public IRS Form 990 filings and are presented without evaluation of any organization. philanthropy.org does not rate, score, or rank organizations, including the pay comparisons above.