2020-08-17T12:30:36-05:00 2019-09-30 440160260 BKD LLP 1201 WALNUT ST SUITE 1700 KANSAS CITY MO 641062246 990 2018-10-01 541190771 Carilion Clinic CARI 5402245112 PO BOX 12385 Roanoke VA 24025 G ROBERT VAUGHAN JR TREASURER 2020-08-17 true MIKE ENGLE P00482834 8162216300 2020-08-14 2018 2020-11-06 18:47:13Z NANCY HOWELL AGEE PO BOX 12385 Roanoke VA 24025 43123825 false X WWW.CARILIONCLINIC.ORG X 1981 VA Our mission is to improve the health of the communities we serve through our commitment to a common purpose of better patient care, better community health, and lower cost. 17 14 0 0 -162254 0 0 25610272 25937751 22326 7597191 11690522 9238450 37323120 42773392 0 0 127175 198666 0 0 28596341 28248858 28723516 28447524 8599604 14325868 226809347 232077897 130113327 141373197 96696020 90704700 Our mission is to improve the health of the communities we serve through our commitment to a common purpose of better patient care, better community health, and lower cost. false false 26758189 0 25937886 See Schedule O. 26758189 true false false true false false false false false true true false true true false false true false false true false false false false false false false false true true false false false false false false false false false false false false false false true true true true false false true X 13 0 true 0 true true false false false false false false false false false false false X 17 14 true true false false false false false true true false false true true true true true true true true true false X THE CORPORATION ATTN H KIRK 5402245102 213 S JEFFERSON ST ROANOKE VA 24011 Nancy Howell Agee Director/President/CEO 8.0 42.0 X X 0 1733867 125927 James Hartley Director/Chair 7.0 1.7 X X 22375 0 0 Terry Austin Director 2.4 0 X 0 0 0 Jason Bingham Director 2.4 2.5 X 0 0 0 R Steve Blanks Director 2.4 4.0 X 11650 0 0 Howard Boetsch Jr DML Director 2.4 1.2 X 10575 0 0 John Bond Director 4.5 0 X 12625 0 0 J Alexander Boone Director 4.5 0 X 13700 0 0 Abney Boxley III Director 4.5 0.5 X 10575 0 0 DANIEL R JONES MD Director 2.4 2.0 X 9987 30081 0 William Kingery Jr Director 2.4 3.0 X 8700 0 0 Joseph Scartelli PhD Director 2.4 1.2 X 8275 0 0 Joseph Sheffey Director 2.4 1.2 X 0 0 0 Raymond Smoot Jr Ph D Director 4.5 0 X 12000 0 0 James Thompson Director 2.4 2.5 X 7825 0 0 James Turner Jr Director 4.5 0 X 10700 0 0 William White Sr Director 2.4 0 X 11200 0 0 Neil Wilkin Jr Director 4.5 0 X 0 0 0 Danielle Yarber Director 4.5 0 X 13700 0 0 Jeanne Armentrout Chief Administrative Officer/EVP 4.0 46.0 X 0 651108 78414 Steven Arner Chief Operating Officer/EVP 4.0 46.0 X 0 617874 97360 Nicholas Conte Secretary/EVP/General Counsel 6.0 44.0 X 0 523989 136049 David Hagadorn Asst. Treasurer 0.5 49.5 X 0 143606 8062 Donald Halliwill Asst. Treasurer/CFO/EVP 4.0 46.0 X 0 591117 93970 Lauren Schantz Asst. Secretary 15.0 25.0 X 0 74069 12875 G Robert Vaughan Jr Treasurer/SVP 2.0 48.0 X 0 294528 26998 Patrice Weiss MD Chief Medical Officer/EVP 4.0 46.0 X 0 669050 167815 163887 5329289 747470 0 false true false TURNER LONG CONTRUCTION INC 1807 MURRY RD ROANOKE VA 24018 CONSTRUCTION SERVICES 721650 HTF MECHANICAL SERVICES INC PO BOX 618 MONETA VA 24121 CONTRACTOR SERVICES 438640 BUDD GROUP INC PO BOX 890856 CHARLOTTE NC 282890856 JANITORIAL SERVICES 356725 VALLEY BOILER 1129 SHENANDOAH AVE NW ROANOKE VA 24017 CONTRACTOR SERVICES 330377 SERVICEMASTER COMMERCIAL CLEANING 6580 VALLEY CENTER DR RADFORD VA 24141 JANITORIAL SERVICES 313811 19 0 Rent from Exempt Affiliates 531120 26058369 26058369 Program Related Investment Income 523000 -157030 -157030 Interco Mgmt Fee 551112 198666 198666 Unrelated Investment Income 523000 -162254 -162254 0 0 0 0 25937751 9238315 9238315 0 9238315 9238315 7224375 723249 350433 7224375 372816 7597191 7597191 Parking Fees 531120 135 135 0 0 0 0 135 42773392 26100140 -162254 16835506 198666 198666 1246872 1246872 5601 5601 684 684 2538502 2538379 123 0 543828 511865 31963 3193 698 2495 8838015 8838015 1784 1784 3712638 3712638 11147484 11147484 202150 8426 193724 Other 8107 8107 0 0 0 0 28447524 26758189 1689335 0 0 4184755 0 0 0 0 0 0 1580880 1886958 317411698 134166806 188866291 183244892 3508775 3415737 14777754 14960848 6263500 6200571 11812147 18184136 226809347 232077897 11410731 8829910 231012 231012 14696 57644 96081667 95786853 0 22375221 36467778 130113327 141373197 X 96696020 90704700 96696020 90704700 226809347 232077897 X 14325868 -14026026 -6291162 X false true X true true true X X 6 CARILION MEDICAL CENTER 540506332 3 true 0 144898 CARILION NEW RIVER VALLEY MEDICAL CENTER 540553805 3 true 0 25929 CARILION GILES COMMUNITY HOSPITAL 540549603 3 true 0 3613 CARILION FRANKLIN MEMORIAL HOSPITAL 540480606 3 true 0 5448 CARILION STONEWALL JACKSON HOSPITAL 540568001 3 true 0 4463 CARILION TAZEWELL COMMUNITY HOSPITAL 546074580 3 true 0 2169 6 0 186520 true false false false false false false false false false false false false false false false Schedule A, Part I, Line 12 IRS Determination Letter Although the filing organization has an IRS letter determining that it is a Type 1 supporting organization under Section 509(a)(3), the organization's status is more appropriately described under the Type 2 test as an organization supervised or controlled in connection with its supported organizations by having control or management of the supporting organization vested in the same persons that control or manage the supported organizations. Schedule A, Part I, Line 12g Support to Supported Organizations Carilion Clinic provides leadership, governance, and strategic direction to its supported organizations. Schedule A, Part IV, Section C, Line 1 Majority director detail The filing organization is supervised or controlled in connection with its supported organizations consistent with the Type II supporting organization requirements because a majority of the officers or directors who control or manage the filing organization also serve as a majority of the officers or directors of its supported organizations. Therefore, the same people who control or manage the filing organization also control or manage its supported organizations. Further, the filing organization's bylaws require that a majority of its directors or officers, as the case may be, must be serving concurrently as directors or officers of at least one of the filing organization's supported organizations. false false false false false false false false true 684 684 false Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY A portion of dues paid to various hospital industry associations is attributable to lobbying activities. 17419514 17419514 280873162 124784944 156088218 5997729 899654 5098075 8331220 5801574 2529646 4790073 2680634 2109439 183244892 66532 F Alternative Investments 12427205 F COMINGLED FUNDS 2467111 F 14960848 Due from Carilion Services, Inc 14777839 Other Long-Term Assets 3406297 18184136 Pension Liability 8065522 Interest Rate Swap Liability 28402256 36467778 Central America and the Caribbean 0 0 Investments 450580272 North America (Canada & Mexico only) 0 0 Investments 18344364 0 0 0 0 0 0 468924636 0 468924636 true false true false true false Schedule F, Part I, Line 3 Investments Investment assets are held in custody under the name of Carilion Clinic and allocated to related entities based on their ownership interest in the investment pool. X false true X X X X X X false true false false false false false true false Nancy Howell Agee Director/President/CEO 0 1242837 0 285745 0 205285 0 114597 0 11330 0 1859794 0 0 Jeanne Armentrout Chief Administrative Officer/EVP 0 549130 0 94199 0 7779 0 74886 0 3528 0 729522 0 0 Steven Arner Chief Operating Officer/EVP 0 539549 0 73492 0 4833 0 80224 0 17136 0 715234 0 0 Nicholas Conte Secretary/EVP/General Counsel 0 455282 0 62409 0 6298 0 118913 0 17136 0 660038 0 0 David Hagadorn Asst. Treasurer 0 133333 0 1800 0 8473 0 7243 0 819 0 151668 0 0 Donald Halliwill Asst. Treasurer/CFO/EVP 0 515337 0 70983 0 4797 0 78134 0 15836 0 685087 0 0 G Robert Vaughan Jr Treasurer/SVP 0 259842 0 30582 0 4104 0 10275 0 16723 0 321526 0 0 Patrice Weiss MD Chief Medical Officer/EVP 0 576592 0 85948 0 6510 0 149196 0 18619 0 836865 0 0 Schedule J, Part I, Line 1a Health or social club dues or initiation fees All Directors are offered a free family or individual membership to a health club owned by a related organization if they choose to accept it. The organization provided this benefit to six reported individuals and included the value in taxable compensation. Schedule J, Part I, Line 1b Written policy regarding payment or reimbursement of expenses Provision of the benefit is documented in Board meeting minutes and Carilion internally tracks the memberships and pays the health club directly. Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan Ms. Armentrout, Mr. Arner, Mr. Conte, Mr. Halliwill, Mr. Vaughan, and Dr. Weiss participate in a Defined Contribution Supplemental Executive Retirement Plan (DC SERP) in which the employer, at the discretion of Carilion Clinic's Compensation Committee, makes a contribution to an account established on its books for each eligible participant. If a participant ceases to be a participant prior to the vesting date, the account shall be forfeited. A lump sum distribution shall be made upon the participant's vesting date, death, or disability. Unvested contributions made to the DC SERP in 2018 are included on the Form 990 as "retirement and other deferred compensation." No distributions were made under this plan in the reporting year. Ms. Agee participated in an executive flexible benefit plan, in which an allowance is provided annually to the participant for use in obtaining certain insurance benefits. In prior years, the amount of allowance in excess of elected benefits was credited to a capital accumulation account (CAA) with a deferred vesting date of at least two years from the first day of the plan year, distributable upon vesting while employed by a Carilion Clinic affiliate, death, disability, or 24 months following certain qualifying separations from service. Deferrals no longer occur under this plan. No distributions of prior deferred amounts were made under this plan in the reporting year. Schedule J, Part I, Line 7 Non-fixed payments The organization pays annual "at risk" compensation to certain members of management based on performance of applicable scorecard. While the scorecard contains a formula as a basis for determining overall performance, in certain cases, senior managers have discretion to include additional elements in their assessment of managers reporting to them. In addition, for top management, the actual non-fixed payment awarded is in the discretion of the Carilion Clinic Board of Directors Compensation Committee, although it is based on the scorecard measures. A Ind Dev Authority-City of Roanoke VA Hospital Rev Refunding Bonds Carilion Clinic Obligated Grp Series 2005B & 2005C (reissued) 541106038 770084FU0 2010-10-13 163208648 Reoffering Circular and interest rate conversion to fixed, Costs of issuance false false false B Econ Dev Authority-City of Roanoke VA Hospital RevBonds Carilion Health Sys Obligated Grp Series 2010 541106038 770082AB1 2010-10-13 98505130 Refunding of Series 2003A-C Bonds (8/03), Costs of Issuance false false false C Econ Dev Authority-City of Roanoke VA Hospital Rev Bonds Carilion Clinic Ob ligated Grp Series 2012 541106038 770082AW5 2012-02-09 100280611 Refunding of Series 2000 and 2002A Bonds, Costs of Issuance, Capital Projects false false false D Econ Dev Authority -City of Roanoke VA Hospital Rev Bonds Carilion Health S ys Obligated Grp Series 2005A (reissued) 541106038 770082AZ8 2017-03-01 123110000 Reissuance of Series 2005A originally issued on 12/14/2005 false false false A 54095000 163208648 1764811 68836 161375000 true false true true B 98505130 1255130 97250000 true false true true C 45705000 100280611 1114935 5189198 93976478 2011 true true true true D 123110000 123110000 true false true true A 0.0 B false false false false 0.0 false false true C 0.0 D false true true true false 0.006 0.0 0.006 false false true A false false true true false false false false true B false false true true false false false false true C false false true true false false false false true D false true true true true false false false true A true B true C true D true Schedule K, Part VI IDA- Hos. Rev. Ref.Bond,CC Oblig. Grp., Series 2005B & 2005C (reissued) Reissuance of Series 2005B & 2005C Bonds originally issued on December 14, 2005 Schedule K, Part VI Econ. Dev. Auth., Hosp. Rev. Bonds, Caril. Hlth. Sys. Oblig. Grp., Series 2010 Bond issuance total proceeds allocated to each entity Schedule K, Part VI Econ. Dev. Auth. ,Hosp. Rev. Bonds, Carilion Clinic Oblig. Grp., Series 2012 Bond issuance total proceeds allocated to each entity Schedule K, Part VI Econ Dev Auth.,Hosp. Rev. Bonds, Carl Hlth Sys Oblig. Grp. Series2005A reissued Bond issuance total proceeds allocated to each entity Schedule K, Part VI VA SmallBusFinAuth Hosp.Rev. Bonds,CC Oblig. Grp., Sers. 2008A &2008B(reissued) Bond issuance total proceeds allocated to each entity Schedule K, Part III Column A and Column C The following bonds are post-December 31, 2002 refunding issues which refund pre-January 1, 2003 bond issues and thus Part III data is not required: (A) IND. DEV. AUTHORITY-CITY OF ROANOKE, VA, HOSPITAL REV. REFUNDING BONDS, CARILION CLINIC OBLIGATED GRP., SERIES 2005B & 2005C (REISSUED) (C) ECON. DEV. AUTHORITY-CITY OF ROANOKE, VA, HOSPITAL REV. BONDS, CARILION CLINIC OBLIGATED GRP., SERIES 2012 Schedule K, Part IV, Line 2c COLUMN A Issuer name: Ind. Dev. Authority-City of Roanoke, VA, Hospital Rev. Refunding Bonds, Carilion Clinic Obligated Grp., Series 2005B & 2005C (reissued) The calculation for computing no rebate due was performed on 05/04/2011 Schedule K, Part IV, Line 2c COLUMN B Issuer name: Econ. Dev. Authority-City of Roanoke, VA, Hospital Rev.Bonds, Carilion Health Sys. Obligated Grp., Series 2010 The calculation for computing no rebate due was performed on 04/29/2011 Schedule K, Part IV, Line 2c COLUMN C Issuer name: Econ. Dev. Authority-City of Roanoke, VA, Hospital Rev. Bonds, Carilion Clinic Obligated Grp., Series 2012 The calculation for computing no rebate due was performed on 04/04/2013 Schedule K, Part IV, Line 2c COLUMN A Issuer name: VA Small Business Fin. Authority, Hospital Rev. Bonds, Carilion Clinic Obligated Grp., Series 2008A & 2008B (reissued) The calculation for computing no rebate due was performed on 04/03/2017 A VA Small Business Fin Authority Hospital Rev Bonds Carilion Clinic Obligat ed Grp Series 2008A & 2008B (reissued) 541300845 928101AH7 2017-04-03 160000000 Reissuance of Series 2008A and 2008B originally issued on 7/16/2008 false false false A 160000000 160000000 true false true true A false true true true false 0.024 0.024 false false true A false true true true true false false false true A true Form 990, Part III, Line 4a Program Service Description Carilion Clinic is an organization of physicians working together as a team. In June 2006, Carilion Health System announced plans to transform the not-for-profit hospital system into a not-for-profit Clinic (tax-exempt) organization headquartered in Roanoke, Virginia. The clinic structure aligns hospital and physician goals with a focus on evidence-based medical practice with consistency in care and service based on proven methods and procedures, attention to the optimal length of each patient's stay in the hospital and to using costly resources as efficiently as possible, and an environment of active medical research and education to advance the practice of medicine further. Integration of inpatient and outpatient services across the continuum of care and seamless, convenient access to services for the patient also are integral to the clinic model. The Carilion Clinic Board of Governors, consisting mostly of physicians, now has managerial responsibility for the entire organization. Carilion Clinic emphasizes the integration of care, clinical quality and safety. The Clinic employs a staff of more than 700 physicians; continued development of outcomes-based clinical performance metrics and incentive compensation models tied to quality, a fully integrated clinical information system, including an Electronic Medical Record (EMR) enterprise-wide (all hospitals and physician practices) and expansion and strengthening of medical education residency and fellowship programs. As the parent company for all Carilion affiliates, Carilion Clinic drives fulfillment of Carilion's mission to improve the health of the communities it serves. Providing leadership and vision, Carilion Clinic oversees a core hospital business that admitted 50,182 patients and provided 242,904 days of care. Carilion's hospitals delivered 4,125 babies and provided neonatal intensive care support to the region. Carilion's hospitals provided comprehensive heart and vascular care, surgical excellence in orthopaedics, advanced surgery and care for oncology and new pain management protocols. A state-of-the-art communications center coordinates patients' transportation to all our hospitals. All our programs are supported by diagnostic testing capabilities in radiology, including advanced imaging in CT, MRI and PET/CT. We've grown our expertise in molecular imaging and nuclear medicine procedures and ultrasound and provide screening mammography and diagnostic breast imaging. Additional programs include the region's only neonatal intensive care unit, advanced diagnostics and expertise for gastroenterology conditions, inpatient and outpatient psychiatric services, a comprehensive inpatient rehabilitation unit, and inpatient and outpatient surgical care utilizing advanced techniques in robotic and endovascular procedures. Carilion Children's is our region's only pediatric center of excellence with an inpatient hospital within Carilion Medical Center, a pediatric intensive care unit, NICU, and trauma care. Pediatric sub-specialists support the facility in areas of surgery, pulmonology, oncology, cardiology, gastroenterology, psychiatry, orthopaedics, neurosurgery, dentistry, neurology, endocrinology. The Clinic provides several services and programs to target the specific health needs of the area, including diabetes management, medically supervised weight loss, urgent care, physical, speech and occupational therapy programs, cardiac and pulmonary rehabilitation, and home health and hospice care. Carilion Clinic maintains both a Level I designated trauma center (Carilion Medical Center) serving the western Virginia area and a Level III trauma center (Carilion New River Valley Medical Center) serving its surrounding area. As part of its commitment to trauma response, Carilion sponsors medical air transport helicopters flying 1,363 patients and a ground service providing 21,781 transports during the year. With 175,114 visits, Carilion's emergency departments are a critical component of the health safety net in its service area, acting as a key health provider for a significant number of uninsured patients, who comprise 13% of emergency visits. Carilion Clinic's hospitals supported community screenings and education on chronic disease prevention and management, sponsoring more than 12,342 events touching more than 102,624 people. In furtherance of its mission to improve health, regardless of patient ability to pay, Carilion Clinic provided extensive uncompensated care. Stated at cost, charity and unreimbursed Medicaid costs for the year exceeded $44.9 million. Form 990, Part IV, Line 11f DISCLOSURE OF UNCERTAIN TAX POSITIONS Management has evaluated their income tax positions under the guidance included in ASC 740. Based on their review, management has not identified any material uncertain tax positions to be recorded or disclosed in the financial statements. Form 990, Part V, Line 1a FORMS 1099 1099s are issued on Carilion Clinic's behalf by Carilion Services, Inc., a related organization providing management and administrative services, including payment processing. Form 990, Part VI, Line 1a voting members of the governing body Carilion Clinic has an Executive Committee authorized to act when the Board is not in session. The Executive Committee has 9 members, made up of the Chair of the Board, the CEO, the Chairs of each of the 6 standing committees, and the Chair of the Board of Carilion Medical Center, which is the organization that holds the flagship hospital. The Executive Committee typically meets in months the full Board does not meet and can act on behalf of the Board, except it cannot elect directors or take certain extraordinary actions, such as a sale, merger, or dissolution of the corporation. Form 990, Part VI, Line 2 Family/business relationships amongst interested persons NANCY HOWELL AGEE, ABNEY BOXLEY, III, AND RAYMOND SMOOT, JR. - Business relationship, NANCY HOWELL AGEE, JAMES TURNER, JR., AND DANIELLE YARBER - Business relationship, NANCY HOWELL AGEE, JEANNE ARMENTROUT, STEVEN ARNER, JASON BINGHAM, STEVE BLANKS, JOHN BOND, NICHOLAS CONTE, DAVID HAGADORN, DONALD HALLIWILL, DANIEL JONES, M.D., LAUREN SCHANTZ, G. ROBERT VAUGHAN, JR., AND PATRICE WEISS, M.D. - Business relationship Form 990, Part VI, Line 3 Delegation of management duties Certain management and related services for the organization are provided by the management and employees of Carilion Services, Inc., a related organization to the filing organization. Some or all of the compensation of the following individuals listed in Part VII, Section A was provided by Carilion Services Inc.: Nancy Howell Agee, Jeanne Armentrout, Steven Arner, Nicholas Conte, David Hagadorn, Donald Halliwill, Lauren Schantz, G. Robert Vaughan, Jr., and Patrice Weiss, M.D. Form 990, Part VI, Line 11b Review of form 990 by governing body The Form 990 was prepared by Carilion's internal tax department with input from various Carilion departments, as applicable, and reviewed by internal Accounting management and an independent CPA firm. A draft copy of the Form 990 was posted on our Board portal, which is the mechanism used to disseminate meeting materials to the directors, in advance of the Carilion Clinic Board of Directors Audit Committee's August meeting. The CFO reviewed the Form 990 with Committee members and answered questions at that meeting. All Board Members were notified via email that the final Form 990 was posted on our Board portal several days prior to filing and were encouraged to call with any questions they might have. Form 990, Part VI, Line 12c Conflict of interest policy Our organization monitors and reviews proposed and current transactions for conflicts of interest in a variety of ways. At the governing board level, we have board members complete an initial (upon appointment) and annual conflict of interest questionnaire to disclose actual or potential conflicts. Board members are required to update their disclosure as needed in between questionnaires. All disclosures are reviewed by the Organizational Integrity & Compliance Office and as needed escalated to the appropriate leaders/board members for further discussion/review. If a disclosure is viewed as an actual or potential conflict, an action is recommended to the Compliance Committee of the Carilion Clinic Board and implemented as approved. Actions can include recusal in discussion/voting at board meetings, limitation/termination of the transaction, removal from board appointment or other appropriate controls. In addition, at any time, board members are encouraged to disclose any potential conflicts as they arise at a board meeting and to recuse themselves as deemed appropriate. The same process takes place as described above for key employees (upon hire and annually thereafter), including all Officers, members of the management team, physicians/mid-level practitioners, pharmacists and key supply chain buyers. After review and further discussion as needed, action may be required to manage an actual conflict or to reduce the appearance of such as approved by Organizational Integrity & Compliance Office and other key management team members. As needed, the governing board leaders are notified of any conflicts which may impact board proceedings. Form 990, Part VI, Line 15a Process to establish compensation of top management official Executive compensation is reviewed annually by the Carilion Clinic Board of Directors Compensation Committee. This Committee is made up of Board Members of Carilion Clinic who do not have a conflict of interest with any of the executives being reviewed. With respect to Carilion Clinic, the Compensation Committee reviews the compensation of the Board of Governors annually, which includes the President and Chief Executive Officer, the Executive Vice Presidents (Chief Financial Officer, Chief Medical Officer, Chief Operating Officer, Chief Administrative Officer and Chief Legal Officer), and select Senior Vice Presidents who are the physician Chairs of the Clinical Departments. For the fiscal year covered by this return, the Compensation Committee also used the same process to review the compensation of other Disqualified Individuals, including the Hospital Vice Presidents. In addition, the Compensation Committee annually reviews the compensation philosophy for all executive leaders, which includes Vice Presidents, Senior Vice Presidents, Executive Vice Presidents, and the CEO, as well as the compensation philosophy for employed physicians. This review included review of a comprehensive report from an independent, outside compensation consultant specializing in healthcare organizations for select positions and the prior year's report on all of the reviewed positions. The reports reviewed by the Committee included a detailed comparison of total compensation and each element thereof, including base salary, bonus, 'at-risk' and other cash compensation, and benefits, including deferred and retirement benefits. Compensation was compared to both a national and regional peer group of organizations similar in size and structure to the organization, which list was reviewed by the Compensation Committee. The Compensation Committee maintained detailed minutes of its meetings, setting forth the deliberations and decisions of the Committee regarding the compensation of these executives. Form 990, Part VI, Line 15b Process to establish compensation of other employees See response to Line 15a. Form 990, Part VI, Line 19 Required documents available to the public The organization's governing documents, conflict of interest statement, and financial statements are released from time to time during the tax year upon request. The Articles of Incorporation are available from the Virginia State Corporation Commission. Limited financial information is available on our website. Form 990, Part XI, Line 9 Other changes in net assets or fund balances TRANSFER FROM AFFILIATES - NET - -6453416; UNRELATED INVESTMENT INCOME - 162254; CARILION CLINIC PROPERTIES LLC PO BOX 12385 ROANOKE VA 24025 205231645 REAL ESTATE VA 21643610 203456420 CARILION CLINIC CARILION CLINIC FOUNDATION PO BOX 12385 ROANOKE VA 24025 541190773 FUNDRAISING VA 501(c)(3) 7 CARILION CLINIC true CARILION FRANKLIN MEMORIAL HOSPITAL PO BOX 12385 ROANOKE VA 24025 540480606 HEALTHCARE VA 501(c)(3) 3 CARILION CLINIC true CARILION GILES COMMUNITY HOSPITAL PO BOX 12385 ROANOKE VA 24025 540549603 HEALTHCARE VA 501(c)(3) 3 CARILION CLINIC true CARILION MEDICAL CENTER PO BOX 12385 ROANOKE VA 24025 540506332 HEALTHCARE VA 501(c)(3) 3 CARILION CLINIC true CARILION NEW RIVER VALLEY MEDICAL CENTER PO BOX 12385 ROANOKE VA 24025 540553805 HEALTHCARE VA 501(c)(3) 3 CARILION CLINIC true CARILION SERVICES INC PO BOX 12385 ROANOKE VA 24025 541190879 SUPPORTING ORGANIZATION VA 501(c)(3) Type II CARILION CLINIC true CARILION STONEWALL JACKSON HOSPITAL PO BOX 12385 ROANOKE VA 24025 540568001 HEALTHCARE VA 501(c)(3) 3 CARILION CLINIC true CARILION TAZEWELL COMMUNITY HOSPITAL PO BOX 12385 ROANOKE VA 24025 546074580 HEALTHCARE VA 501(c)(3) 3 CARILION CLINIC true CARILION CLINIC MEDICARE SHARED SAVINGS COMPANY LLC PO BOX 12385 ROANOKE VA 24025 455235473 MEDICARE HMO VA NA N/A FRANKLIN COUNTY VENTURES LLC PO BOX 12385 ROANOKE VA 24025 474365316 REAL ESTATE VA CARILION CLINIC Related 1229 1780142 false false 0.9 COMMUNITY MEDICAL ASSOCIATES LLP PO BOX 12385 ROANOKE VA 24025 541517662 REAL ESTATE VA NA N/A SOUTHWEST VIRGINIA HEALTH PROPERTIES LLC 1102 Jefferson Street SE Roanoke VA 24016 010691570 REAL ESTATE VA NA N/A RAVEN ASSET-BASED OPPORTUNITY FUND IV LP 110 Greene Street Suit 9G New York NY 10012 824119491 PRIVATE EQUITY DE CARILION CLINIC Excluded 0 22135128 false false 0.5389 STARWOOD VEP II CO-INVEST LLC 591 W Putnam Avenue Greenwich CT 06930 833262407 INVESTMENTS DE NA N/A false false 0.365 TI PLATFORM CC SMA LP 1160 Battery Street East San Francisco CA 94111 842852539 INVESTMENTS DE CARILION CLINIC Excluded 0 1229127 false false 0.8 CARILION CLINIC MEDICARE RESOURCES LLC PO BOX 12385 ROANOKE VA 24025 263729975 MEDICARE HMO VA NA C Corporation true CHS INC PO BOX 12385 ROANOKE VA 24025 541725732 SERVICES VA NA C Corporation true CARILION BEHAVIORAL HEALTH INC PO BOX 12385 ROANOKE VA 24025 203136891 HEALTHCARE VA NA C Corporation true CARILION EMERGENCY SERVICES INC PO BOX 12385 ROANOKE VA 24025 542033006 HEALTHCARE VA NA C Corporation true SCA CREDIT SERVICES INC PO BOX 12385 ROANOKE VA 24025 541180398 COLLECTION AGENCY VA NA C Corporation true CARILION HEALTHCARE CORPORATION PO BOX 12385 ROANOKE VA 24025 541586601 HEALTHCARE VA NA C Corporation true MEDKEY INC PO BOX 12385 ROANOKE VA 24025 541645357 FINANCING SERVICES VA NA C Corporation true SPROTT PRIVATE RESOURCE LENDING (C-CO-INVEST) LP 981378742 INVESTMENTS CA NA C Corporation 0.5 true BLACKMOOR OWNERSHIP HOLDINGS LIMITED INVESTMENTS CJ NA C Corporation 0.293 true MAGNITUDE SYSTEMATIC LONGSHORT FUND INVESTMENTS CJ Carilion Clinic C Corporation -260531 14739469 0.6 true TANGIBLE SEGREGATED PORTFOLIO OF THE SOUTH AFRICA ALPHA SPC INVESTMENTS CJ NA C Corporation 0.399 true true false false true true false false false false true false true true false false false false true false Carilion Services Inc R 6453418 Cash Carilion Medical Center A 14685974 Cost Carilion New River Valley Medical Center A 311156 Cost Carilion Giles Community Hospital A 244104 Cost Carilion Services Inc A 10817135 Cost CHS Inc A 501195 Cost Carilion Behavioral Health Inc A 38328 Cost Carilion Emergency Services Inc A 76388 Cost Carilion Healthcare Corporation A 6454743 Cost Carilion Services Inc L 198666 Cost Carilion Services Inc M 1244367 Cost CHS Inc M 1209070 COST CHS Inc L 1182986 COST