CARILION MEDICAL CENTER: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- CARILION MEDICAL CENTER (EIN 54-0506332)
- Tax period
- 2015-10-01 to 2016-09-30
- Filed
- 2017-08-14
- IRS object ID
- 201722279349300517
- Schema version
- 2015v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule H
- Schedule I
- Schedule J
- Schedule K
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-08-14T19:13:20-05:00 | ReturnTs |
| Tax Period End | 2016-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 440160260 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 WALNUT ST SUITE 1700 | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 641062246 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 540506332 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARILION MEDICAL CENTER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CARI | BusinessNameControlTxt |
| Phone | 5402245112 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 12385 | AddressLine1Txt |
| City | ROANOKE | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 240252385 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | G Robert Vaughan Jr | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 5402245137 | PhoneNum |
| Signature | 2017-08-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL J ENGLE | PreparerPersonNm |
| PTIN | P00482834 | PTIN |
| Phone | 8162216300 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Nancy Howell Agee | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 12385 | AddressLine1Txt |
| City | ROANOKE | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 240252385 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,015,011,377 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.carilionclinic.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1899 | FormationYr |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Activity Or Mission | To improve the health of the communities we serve. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 8596 | TotalEmployeeCnt |
| Total Volunteers | 312 | TotalVolunteersCnt |
| Total Gross UBI | $19,133 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,444,978 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,236,580 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,134,789,192 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,213,958,161 | CYProgramServiceRevenueAmt |
| PY Investment Income | $54,291,878 | PYInvestmentIncomeAmt |
| CY Investment Income | $11,550,416 | CYInvestmentIncomeAmt |
| PY Other Revenue | $23,198,283 | PYOtherRevenueAmt |
| CY Other Revenue | $25,472,814 | CYOtherRevenueAmt |
| PY Total Revenue | $1,216,724,331 | PYTotalRevenueAmt |
| CY Total Revenue | $1,256,217,971 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $4,510,033 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $6,838,575 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $535,009,191 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $576,424,275 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $249,402 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $574,489,716 | PYOtherExpensesAmt |
| CY Other Expenses | $601,695,854 | CYOtherExpensesAmt |
| PY Total Expenses | $1,114,008,940 | PYTotalExpensesAmt |
| CY Total Expenses | $1,184,958,704 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $102,715,391 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $71,259,267 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,185,047,389 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,292,474,198 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $798,493,941 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $900,982,606 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $386,553,448 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $391,491,592 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | Carilion Medical Center's mission is to improve the health of the communities we serve. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,033,507,080 | ExpenseAmt |
| Grant | $6,838,575 | GrantAmt |
| Revenue | $1,234,215,806 | RevenueAmt |
| Desc | See Schedule O.We are committed to a common purpose of better patient care, better community health, and lower cost. Through our comprehensive network of hospitals, primary and specialty physician practices, and other complementary services, we work together to provide quality care close to home for nearly 1 million Virginians. With an enduring commitment to the health of our region, we also seek to advance care through medical education and research, help our community stay healthy, and inspire our region to grow stronger.Carilion Medical Center (CMC) exists to serve the health care needs of its community and region, regardless of patient ability to pay. CMC admitted 37,787 patients and provided 197,839 days of care during the year. Hospital programs include provision of nursing care; an extensive cardiac and vascular program, including cardiac surgery, implants, angioplasty and heart failure programs; neurology, neurosurgery and stroke programs; labor and delivery services (delivering 3,315 babies); the areas only neonatal intensive care unit; inpatient and outpatient psychiatric services; a comprehensive rehabilitation unit; extensive outpatient and inpatient surgical and endoscopic services; oncology services; geriatric services; and diagnostic imaging services including CT, MRI, PET, and mammography. Housing a children's specialty wing, CMC provides specialists in pediatric neurosurgery, cardiology, oncology, gastroenterology, pulmonology, and child development, among others. CMC is a Level I trauma center, providing full trauma services to the region. CMC provides a number of services targeting the specific health needs of the area, including diabetes management; home health and hospice; physical, speech, and occupational therapy programs; and cardiac and respiratory rehab. CMC also provides an emergency department with 24-hour care, emergency transportation, a pediatric department, and chest pain and stroke protocol programs. With 79,563 visits, CMC's emergency services 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 21% percent of ED visits. CMCs urgent care centers also provide access points for cost effective care at an appropriate level. CMC employs a number of specialty physicians to ensure an effective, integrated approach to serving its patients; including pulmonologists, oncologists, obstetricians, orthopedic surgeons, cardiologists, neurosurgeons, general surgeons, and psychiatrists. As a teaching hospital with over 350 full-time faculty members, CMC hosts residency programs in family medicine, internal medicines, obstetrics and gynecology, psychiatry, general surgery, neurosurgery. In addition, the Jefferson College of Health Sciences, a division of CMC, offers nursing, physician assistant, occupational therapy, and other high-need programs. CMC also supports community screenings and education on chronic disease prevention and management, sponsoring 4,549 events touching over 66,244 people. CMC supports a cancer registry program, and participates in a number of other research projects. In furtherance of its mission, CMC provides extensive uncompensated care. Stated at cost, charity and unreimbursed Medicaid costs for the year exceeded $56 million. | Desc |
| Total Program Service Expenses | $1,033,507,080 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | Yes (1) | OperateHospitalInd |
| Audited Financial Stmt Att | Yes (1) | AuditedFinancialStmtAttInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 3 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 8596 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (1) | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Corporation Attn J Wright | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5402245112 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 213 S Jefferson St | AddressLine1Txt |
| City | Roanoke | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 24011 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (33 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| John H Burton MD | ||||||||||
| Director | 50.00 | Yes (X) | $579,355 | $0 | $63,796 | |||||
| George B Cartledge III | ||||||||||
| Director | 2.00 | Yes (X) | $0 | $941 | $0 | |||||
| Elizabeth S Doughty | ||||||||||
| Director | 2.00 | Yes (X) | $0 | $941 | $0 | |||||
| Katherin A Elam | ||||||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |||||
| Cynda A Johnson MD | ||||||||||
| Director | 2.00 | Yes (X) | $0 | $611,179 | $80,228 | 48.00 | ||||
| Stephen A Musselwhite | ||||||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |||||
| Clifford A Nottingham MD | ||||||||||
| Director | 2.00 | Yes (X) | $0 | $347,064 | $143,212 | 48.00 | ||||
| Patrice M Weiss MD | ||||||||||
| Director | 46.00 | Yes (X) | $0 | $679,636 | $132,336 | 4.00 | ||||
| Ralph E WhatleyIII MD | ||||||||||
| Director | 49.50 | Yes (X) | $557,502 | $0 | $92,922 | 0.50 | ||||
| Damon Williams | ||||||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |||||
| Nancy Howell Agee | ||||||||||
| Director/CEO | 3.00 | Yes (X) | $0 | $1,621,601 | $2,168,199 | 47.00 | Yes (X) | |||
| Steve C Arner | ||||||||||
| Director/President/CEO | 48.80 | Yes (X) | $0 | $483,909 | $123,786 | 1.20 | Yes (X) | |||
| R Steve Blanks | ||||||||||
| Director/Vice Chair | 3.00 | Yes (X) | $0 | $15,941 | $0 | 4.50 | Yes (X) | |||
| Tracy W Criss MD | ||||||||||
| Director/Chief of Medical Staff | 50.00 | Yes (X) | $235,630 | $0 | $78,306 | Yes (X) | ||||
| Victor Iannello ScD | ||||||||||
| Director/Chair | 4.00 | Yes (X) | $0 | $13,641 | $0 | 2.40 | Yes (X) | |||
| Hirenkumar Patel MD | ||||||||||
| Director/Chief of Medical Staff | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||||
| Lauren J Chen | ||||||||||
| Assistant Secretary | 8.00 | $0 | $74,469 | $14,801 | 42.00 | Yes (X) | ||||
| David S Hagadorn | ||||||||||
| Assistant Treasurer | 0.10 | $0 | $138,217 | $27,098 | 49.90 | Yes (X) | ||||
| Donald B Halliwill | ||||||||||
| Assistant Treasurer/EVP/CFO | 1.50 | $0 | $550,507 | $120,070 | 48.50 | Yes (X) | ||||
| G Robert Vaughan Jr | ||||||||||
| Treasurer | 0.30 | $0 | $306,045 | $81,831 | 49.70 | Yes (X) | ||||
| Nicholas C Conte | ||||||||||
| Secretary | 1.50 | $0 | $0 | $0 | 48.50 | Yes (X) | ||||
| Bruce A Long MD | ||||||||||
| Physician, Dept. Chair | 50.00 | $716,432 | $0 | $56,647 | Yes (X) | |||||
| Joseph T Moskal MD | ||||||||||
| Physician, Dept. Chair | 50.00 | $1,305,597 | $0 | $86,734 | Yes (X) | |||||
| Jon M Sweet MD | ||||||||||
| Physician, Dept. Chair | 50.00 | $312,931 | $0 | $55,385 | Yes (X) | |||||
| Jonathan J Carmouche MD | ||||||||||
| Physician | 50.00 | $1,585,313 | $0 | $31,366 | Yes (X) | |||||
| Cay M Mierisch MD | ||||||||||
| Physician | 50.00 | $1,034,300 | $0 | $47,363 | Yes (X) | |||||
| Gary R Simonds MD | ||||||||||
| Physician | 50.00 | $1,201,303 | $0 | $70,082 | Yes (X) | |||||
| Caleb J Behrend MD | ||||||||||
| Physician | 50.00 | $985,721 | $0 | $18,018 | Yes (X) | |||||
| Gregory A Howes MD | ||||||||||
| Physician | 50.00 | $985,779 | $0 | $11,795 | Yes (X) | |||||
| Thomas D Denberg MD PhD | ||||||||||
| Former Chief Strategy Officer | 0.00 | $0 | $505,339 | -$10,028 | Yes (X) | |||||
| Briggs W Andrews | ||||||||||
| Former Secretary | 0.00 | $0 | $479,268 | $64,584 | Yes (X) | |||||
| Donald E Lorton | ||||||||||
| Former CFO | 0.00 | $0 | $130,613 | $0 | Yes (X) | |||||
| Edward Murphy MD | ||||||||||
| Former CEO | 0.00 | $0 | $18,155 | $0 | Yes (X) | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $9,499,863 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $5,977,466 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $3,558,531 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 802 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Solstas Lab Partners Group LLC | |||||
| PO Box 751337 | Charlotte | NC | 282751337 | Laboratory Services | $28,239,128 |
| Siemens Medical Solutions USA Inc | |||||
| 51 Valley Stream Parkway | Malvern | PA | 19355 | Equipment Maintenance Contracts | $8,749,679 |
| F&S Building Innovations | |||||
| 2944 Orange Ave NE | Roanoke | VA | 24012 | Construction Service | $2,224,754 |
| Food Service Partners of VA LLC | |||||
| 2823 Franklin Road -Building B | Roanoke | VA | 24014 | Food Services | $2,161,948 |
| Anesthesiology Consultants of VA | |||||
| PO Box 13306 | Roanoke | VA | 240323306 | Anesthesiology Services | $1,813,449 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 139 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $89,459 | FundraisingAmt |
| Related Organizations | $137,295 | RelatedOrganizationsAmt |
| Government Grants | $4,803,590 | GovernmentGrantsAmt |
| All Other Contributions | $206,236 | AllOtherContributionsAmt |
| Noncash Contributions | $57,555 | NoncashContributionsAmt |
| Total Contributions | $5,236,580 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Net Patient Revenue | 622110 | $1,184,221,158 | $1,184,221,158 |
| College Tuition/Other | 611310 | $25,742,349 | $25,742,349 |
| Program-related Investments | 531120 | $2,867,350 | $2,867,350 |
| Other Health Education | 611710 | $607,541 | $607,541 |
| Clinical Research | 541700 | $519,763 | $519,763 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,213,958,161 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,436,285 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $19,133 | UnrelatedBusinessRevenueAmt |
| Exclusion | $6,417,152 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $218 | TotalRevenueColumnAmt |
| Exclusion | $218 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,884,229 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,884,229 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,884,229 | TotalRevenueColumnAmt |
| Exclusion | $1,884,229 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $763,772,168 | SecuritiesAmt |
| Other | $21,974 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $758,671,824 | SecuritiesAmt |
| Other | $8,405 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,100,344 | SecuritiesAmt |
| Other | $13,569 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,113,913 | TotalRevenueColumnAmt |
| Exclusion | $5,113,913 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $83,718 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $89,459 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $113,177 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$29,459 | TotalRevenueColumnAmt |
| Exclusion | -$29,459 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| Physician & Other Affil. Income | 621111 | $8,678,887 | $8,678,887 | |
| Cafeteria & Vending Income | 722514 | $3,360,399 | $3,360,399 | |
| EHR Incentive Income | 622110 | $1,256,352 | $1,256,352 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,322,406 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $10,322,406 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $23,618,044 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,256,217,971 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,234,215,806 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $19,133 | UnrelatedBusinessRevenueAmt |
| Exclusion | $16,746,452 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,692,412 | TotalAmt |
| Program Services | $6,692,412 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $146,163 | TotalAmt |
| Program Services | $146,163 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,589,931 | TotalAmt |
| Management And General | $4,589,931 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,067,763 | TotalAmt |
| Program Services | $1,067,763 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $464,240,124 | TotalAmt |
| Program Services | $463,861,132 | ProgramServicesAmt |
| Management And General | $271,375 | ManagementAndGeneralAmt |
| Fundraising | $107,617 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,262,637 | TotalAmt |
| Program Services | $37,262,637 | ProgramServicesAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,278,506 | TotalAmt |
| Program Services | $39,181,058 | ProgramServicesAmt |
| Management And General | $70,376 | ManagementAndGeneralAmt |
| Fundraising | $27,072 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,985,314 | TotalAmt |
| Program Services | $29,985,314 | ProgramServicesAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $137,313,176 | TotalAmt |
| Management And General | $137,313,176 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,433 | TotalAmt |
| Management And General | $31,433 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,633 | TotalAmt |
| Management And General | $23,633 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,752 | TotalAmt |
| Program Services | $62,752 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $539,219 | TotalAmt |
| Management And General | $539,219 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $97,169,749 | TotalAmt |
| Program Services | $93,625,211 | ProgramServicesAmt |
| Management And General | $3,524,860 | ManagementAndGeneralAmt |
| Fundraising | $19,678 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $428,571 | TotalAmt |
| Program Services | $418,866 | ProgramServicesAmt |
| Management And General | $249 | ManagementAndGeneralAmt |
| Fundraising | $9,456 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,087,351 | TotalAmt |
| Program Services | $16,894,647 | ProgramServicesAmt |
| Management And General | $186,054 | ManagementAndGeneralAmt |
| Fundraising | $6,650 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,736,757 | TotalAmt |
| Program Services | $2,960,137 | ProgramServicesAmt |
| Management And General | $776,620 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,802,170 | TotalAmt |
| Program Services | $26,787,025 | ProgramServicesAmt |
| Management And General | $2,000 | ManagementAndGeneralAmt |
| Fundraising | $13,145 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,799,127 | TotalAmt |
| Program Services | $2,774,402 | ProgramServicesAmt |
| Management And General | $15,981 | ManagementAndGeneralAmt |
| Fundraising | $8,744 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,459,085 | TotalAmt |
| Program Services | $14,459,085 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,722,073 | TotalAmt |
| Program Services | $40,722,073 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,705,277 | TotalAmt |
| Program Services | $11,154,399 | ProgramServicesAmt |
| Management And General | $3,550,878 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Medical Supplies | $165,030,660 | $165,030,581 | $79 |
| Bad Debt | $70,617,579 | $70,617,579 | |
| College Expense | $4,724,372 | $4,724,372 | |
| Dues & Subscriptions | $1,952,473 | $1,653,541 | $298,932 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,490,397 | TotalAmt |
| Program Services | $3,425,931 | ProgramServicesAmt |
| Management And General | $7,426 | ManagementAndGeneralAmt |
| Fundraising | $57,040 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,184,958,704 | TotalAmt |
| Program Services | $1,033,507,080 | ProgramServicesAmt |
| Management And General | $151,202,222 | ManagementAndGeneralAmt |
| Fundraising | $249,402 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,649 | BOYAmt |
| EOY | $19,570 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,327,700 | BOYAmt |
| EOY | $3,627,349 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,821,705 | BOYAmt |
| EOY | $1,456,995 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $179,179,958 | BOYAmt |
| EOY | $177,015,218 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,684,722 | BOYAmt |
| EOY | $5,893,651 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,981,889 | BOYAmt |
| EOY | $6,242,898 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,446,028 | BOYAmt |
| EOY | $6,303,745 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $983,070,614 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $710,627,972 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $263,267,160 | BOYAmt |
| EOY | $272,442,642 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $658,861,169 | BOYAmt |
| EOY | $738,583,705 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,343,795 | BOYAmt |
| EOY | $62,848,683 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,000 | BOYAmt |
| EOY | $1,000 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,123 | BOYAmt |
| EOY | $65,123 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,044,491 | BOYAmt |
| EOY | $17,973,619 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,185,047,389 | BOYAmt |
| EOY | $1,292,474,198 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $141,949,193 | BOYAmt |
| EOY | $149,801,878 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $500,000 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,012,057 | BOYAmt |
| EOY | $6,406,627 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $362,087,698 | BOYAmt |
| EOY | $352,778,501 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $1,626,435 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $288,444,993 | BOYAmt |
| EOY | $389,869,165 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $798,493,941 | BOYAmt |
| EOY | $900,982,606 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $367,010,757 | BOYAmt |
| EOY | $372,346,875 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,666,782 | BOYAmt |
| EOY | $7,268,808 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,875,909 | BOYAmt |
| EOY | $11,875,909 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $386,553,448 | BOYAmt |
| EOY | $391,491,592 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,185,047,389 | BOYAmt |
| EOY | $1,292,474,198 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $71,259,267 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $24,440,454 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$90,761,577 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital | Yes (X) | HospitalInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $62,752 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $62,752 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part II-B, Line 1: | FormAndLineReferenceDesc |
| Explanation | A portion of dues paid to various hospital industry associations is attributable to lobbying activities. | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $15,705,697 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $904,944 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $809,125 | OtherExpendituresAmt |
| End Year Balance | $15,801,517 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $16,528,095 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$57,465 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $764,933 | OtherExpendituresAmt |
| End Year Balance | $15,705,697 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $15,977,886 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,448,538 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $898,329 | OtherExpendituresAmt |
| End Year Balance | $16,528,095 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $14,955,835 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,798,131 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $776,080 | OtherExpendituresAmt |
| End Year Balance | $15,977,886 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $14,218,995 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,514,015 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $777,175 | OtherExpendituresAmt |
| End Year Balance | $14,955,835 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.75160 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.24840 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,869,100 | OtherCostOrOtherBasisAmt |
| Book Value | $5,869,100 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $452,477,836 | OtherCostOrOtherBasisAmt |
| Depreciation | $298,287,027 | DepreciationAmt |
| Book Value | $154,190,809 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $928,236 | OtherCostOrOtherBasisAmt |
| Depreciation | $758,690 | DepreciationAmt |
| Book Value | $169,546 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $502,494,365 | OtherCostOrOtherBasisAmt |
| Depreciation | $405,177,027 | DepreciationAmt |
| Book Value | $97,317,338 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $21,301,077 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,405,228 | DepreciationAmt |
| Book Value | $14,895,849 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $272,442,642 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| Pension Liability | $332,079,593 |
| Interest Rate Swap Liability | $40,053,720 |
| Deferred Compensation Liability | $17,735,602 |
| Due To Affiliate | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $389,869,165 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: | Income from endowment funds are used for the following. (1) Pediatric programs- both internal and external- and/or pediatric equipment. (2) Patient indigent care. |
| Part X, Line 2: | Carilion recognizes a tax liability or asset for the estimated taxes payable or refundable on tax returns for current and prior years. Deferred tax assets and liabilities are recognized for the estimated future tax effects attributable to temporary differences between the financial statement carrying amounts of existing assets and liabilities and their respective tax bases and operating loss and tax credit carryforwards. Deferred tax assets and liabilities are measured using enacted tax rates expected to apply to taxable income in the years in which those temporary differences are expected to be recovered or settled. A tax benefit from an uncertain tax position is recognized when it is more likely than not that the position will be sustained upon examination, including resolutions of any related appeals or litigation processes, based on the technical merits. Uncertain tax positions may include the characterization of income, such as a characterization of income as passive, a decision to exclude reporting taxable income in a tax return, or a decision to classify a transaction, entity, or other position in a tax return as tax exempt. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Dinner | Event1Nm |
| Gross Receipts Event1 | $79,561 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $45,986 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $33,575 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $1,030 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $11,868 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $1,000 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $28,325 | OtherDirectExpensesEvent1Amt |
| Event2 | Luncheon | Event2Nm |
| Gross Receipts Event2 | $67,637 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $41,973 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $25,664 | GrossRevenueEvent2Amt |
| Non Cash Prizes Event2 | $2,000 | NonCashPrizesEvent2Amt |
| Food And Beverage Event2 | $19,303 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $29,119 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 2 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $25,979 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $1,500 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $24,479 | GrossRevenueOtherEventsAmt |
| Rent Fclty Costs Other Events | $550 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $4,982 | FoodAndBeverageOtherEventsAmt |
| Oth Direct Expnss Other Events | $15,000 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $173,177 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $89,459 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $83,718 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $2,000 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $1,580 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $36,153 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $1,000 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $72,444 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $113,177 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$29,459 | NetIncomeSummaryAmt |
Schedule H IRS990ScheduleH
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Assistance Policy | Yes (1) | FinancialAssistancePolicyInd |
| Written Policy | Yes (1) | WrittenPolicyInd |
| All Hospitals Policy | Yes (X) | AllHospitalsPolicyInd |
| FPG Reference Free Care | Yes (1) | FPGReferenceFreeCareInd |
| Percent200 | Yes (X) | Percent200Ind |
| FPG Reference Discounted Care | Yes (1) | FPGReferenceDiscountedCareInd |
| Percent400 | Yes (X) | Percent400Ind |
| Free Care Medically Indigent | 0 | FreeCareMedicallyIndigentInd |
| Financial Assistance Budget | Yes (1) | FinancialAssistanceBudgetInd |
| Expenses Exceed Budget | Yes (1) | ExpensesExceedBudgetInd |
| Unable To Provide Care | 0 | UnableToProvideCareInd |
| Annual Community Bnft Report | Yes (1) | AnnualCommunityBnftReportInd |
| Report Publically Available | Yes (1) | ReportPublicallyAvailableInd |
Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $51,800,015 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $51,800,015 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.04640 | TotalExpensePct |
Unreimbursed Medicaid UnreimbursedMedicaidGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $112,426,661 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $107,491,897 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $4,934,764 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00440 | TotalExpensePct |
Total Financial Assistance Typ TotalFinancialAssistanceTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $164,226,676 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $107,491,897 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $56,734,779 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.05080 | TotalExpensePct |
Community Health Services CommunityHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 4143 | ActivitiesOrProgramsCnt |
| Persons Served | 34065 | PersonsServedCnt |
| Total Community Benefit Expns | $2,736,319 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $50,593 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $2,685,726 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00240 | TotalExpensePct |
Health Professions Education HealthProfessionsEducationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 26 | ActivitiesOrProgramsCnt |
| Persons Served | 2285 | PersonsServedCnt |
| Total Community Benefit Expns | $42,645,825 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $9,990,769 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $32,655,056 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.02930 | TotalExpensePct |
Subsidized Health Services SubsidizedHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 0 | ActivitiesOrProgramsCnt |
| Persons Served | 0 | PersonsServedCnt |
| Total Community Benefit Expns | $0 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
Research ResearchGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 2 | ActivitiesOrProgramsCnt |
| Persons Served | 2515 | PersonsServedCnt |
| Total Community Benefit Expns | $824,369 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $824,369 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00070 | TotalExpensePct |
Cash And In Kind Contributions CashAndInKindContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 138 | ActivitiesOrProgramsCnt |
| Persons Served | 11115 | PersonsServedCnt |
| Total Community Benefit Expns | $7,034,829 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $7,034,829 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00630 | TotalExpensePct |
Total Other Benefits TotalOtherBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 4309 | ActivitiesOrProgramsCnt |
| Persons Served | 49980 | PersonsServedCnt |
| Total Community Benefit Expns | $53,241,342 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $10,041,362 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $43,199,980 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.03870 | TotalExpensePct |
Total Community Benefits TotalCommunityBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 4309 | ActivitiesOrProgramsCnt |
| Persons Served | 49980 | PersonsServedCnt |
| Total Community Benefit Expns | $217,468,018 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $117,533,259 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $99,934,759 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.08950 | TotalExpensePct |
Physical Imprv And Housing PhysicalImprvAndHousingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 0 | ActivitiesOrProgramsCnt |
| Persons Served | 0 | PersonsServedCnt |
| Total Community Benefit Expns | $0 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
Economic Development EconomicDevelopmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 10 | ActivitiesOrProgramsCnt |
| Persons Served | 9760 | PersonsServedCnt |
| Total Community Benefit Expns | $65,378 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $65,378 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00010 | TotalExpensePct |
Community Support CommunitySupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 56 | ActivitiesOrProgramsCnt |
| Persons Served | 1408 | PersonsServedCnt |
| Total Community Benefit Expns | $73,031 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $73,031 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00010 | TotalExpensePct |
Environmental Improvements EnvironmentalImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 3 | ActivitiesOrProgramsCnt |
| Persons Served | 0 | PersonsServedCnt |
| Total Community Benefit Expns | $1,996 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $1,996 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00000 | TotalExpensePct |
Leadership Development LeadershipDevelopmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 0 | ActivitiesOrProgramsCnt |
| Persons Served | 0 | PersonsServedCnt |
| Total Community Benefit Expns | $0 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
Coalition Building CoalitionBuildingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 161 | ActivitiesOrProgramsCnt |
| Persons Served | 1160 | PersonsServedCnt |
| Total Community Benefit Expns | $52,914 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $52,914 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00000 | TotalExpensePct |
Health Improvement Advocacy HealthImprovementAdvocacyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 6 | ActivitiesOrProgramsCnt |
| Persons Served | 3930 | PersonsServedCnt |
| Total Community Benefit Expns | $1,344 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $1,344 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00000 | TotalExpensePct |
Workforce Development WorkforceDevelopmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 4 | ActivitiesOrProgramsCnt |
| Persons Served | 6 | PersonsServedCnt |
| Total Community Benefit Expns | $180,895 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $180,895 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00020 | TotalExpensePct |
Other Communtity Building Acty OtherCommuntityBuildingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 0 | ActivitiesOrProgramsCnt |
| Persons Served | 0 | PersonsServedCnt |
| Total Community Benefit Expns | $0 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
Total Communtity Building Acty TotalCommuntityBuildingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 240 | ActivitiesOrProgramsCnt |
| Persons Served | 16264 | PersonsServedCnt |
| Total Community Benefit Expns | $375,558 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $375,558 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00040 | TotalExpensePct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | 0 | BadDebtExpenseReportedInd |
| Bad Debt Expense | $70,617,579 | BadDebtExpenseAmt |
| Reimbursed By Medicare | $247,326,476 | ReimbursedByMedicareAmt |
| Cost Of Care Reimbursed By Medcr | $255,050,958 | CostOfCareReimbursedByMedcrAmt |
| Medicare Surplus Or Shortfall | -$7,724,482 | MedicareSurplusOrShortfallAmt |
Costing Methodology Used CostingMethodologyUsedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost To Charge Ratio | Yes (X) | CostToChargeRatioInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Debt Collection Policy | Yes (1) | WrittenDebtCollectionPolicyInd |
| Financial Assistance Prvsn | Yes (1) | FinancialAssistancePrvsnInd |
Management Co And Jnt Ventures ManagementCoAndJntVenturesGrp (2 entries)
| Primary ActivitiesPrimaryActivitiesTxt | Org Profit Or OwnershipOrgProfitOrOwnershipPct | Physicians Profit Or OwnershipPhysiciansProfitOrOwnershipPct |
|---|---|---|
| 1 Roanoke Ambulatory Surgery Center LLC | ||
| Ambulatory surgery | 0.43500 | 0.46080 |
| 2 Southwest Virginia Health Properties LLC | ||
| Real estate | 0.45680 | 0.48040 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital Facilities | 2 | HospitalFacilitiesCnt |
Hospital Facilities HospitalFacilitiesGrp (2 entries)
| FacilityFacilityNum | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Website AddressWebsiteAddressTxt | State LicenseStateLicenseNum | Licensed HospitalLicensedHospitalInd | General Medical And SurgicalGeneralMedicalAndSurgicalInd | Childrens HospitalChildrensHospitalInd | Teaching HospitalTeachingHospitalInd | Research FacilityResearchFacilityInd | Emergency Room24 HrsEmergencyRoom24HrsInd | Facility Reporting GroupFacilityReportingGroupCd | OtherOtherDesc |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Carilion Medical Center- DBA CRMH | ||||||||||||||
| 1 | 1906 Belleview Avenue | Roanoke | VA | 24014 | www.carilionclinic.org | H 1840 | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | A | |
| Carilion Medical Center- DBA CRCH | ||||||||||||||
| 2 | 101 Elm Avenue | Roanoke | VA | 24013 | www.carilionclinic.org | H1839 | Yes (X) | A | Rehabilitation Unit; Urgent Care | |||||
Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp
Hospital Facility Name HospitalFacilityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Facility Group A | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Licensed CY Or PY | 0 | FirstLicensedCYOrPYInd |
| Tax Exempt Hospital CY Or PY | 0 | TaxExemptHospitalCYOrPYInd |
| CHNA Conducted | Yes (1) | CHNAConductedInd |
| Community Definition | Yes (X) | CommunityDefinitionInd |
| Community Demographics | Yes (X) | CommunityDemographicsInd |
| Existing Resources | Yes (X) | ExistingResourcesInd |
| How Data Obtained | Yes (X) | HowDataObtainedInd |
| Community Health Needs | Yes (X) | CommunityHealthNeedsInd |
| Other Health Issues | Yes (X) | OtherHealthIssuesInd |
| Community Hlth Needs Id Process | Yes (X) | CommunityHlthNeedsIdProcessInd |
| Consulting Process | Yes (X) | ConsultingProcessInd |
| Information Gaps | Yes (X) | InformationGapsInd |
| CHNA Conducted | 14 | CHNAConductedYr |
| Take Into Account Others Input | Yes (1) | TakeIntoAccountOthersInputInd |
| CHNA Conducted With Other Fclts | Yes (1) | CHNAConductedWithOtherFcltsInd |
| CHNA Conducted With Non Fclts | Yes (1) | CHNAConductedWithNonFcltsInd |
| CHNA Report Widely Available | Yes (1) | CHNAReportWidelyAvailableInd |
| Rpt Available On Own Website | Yes (X) | RptAvailableOnOwnWebsiteInd |
| Own Website URL | See Part V, Section C | OwnWebsiteURLTxt |
| Other Website | Yes (X) | OtherWebsiteInd |
| Other Website URL | https://www.carilionclinic.org/about/chna | OtherWebsiteURLTxt |
| Paper Copy Public Inspection | Yes (X) | PaperCopyPublicInspectionInd |
| Rpt Available Thru Other Method | Yes (X) | RptAvailableThruOtherMethodInd |
| Implementation Strategy Adopt | Yes (1) | ImplementationStrategyAdoptInd |
| Implementation Strategy Adpt | 15 | ImplementationStrategyAdptYr |
| Strategy Posted Website | Yes (1) | StrategyPostedWebsiteInd |
| Strategy Website URL | https://www.carilionclinic.org/about/chna | StrategyWebsiteURLTxt |
| Strategy Attached | 0 | StrategyAttachedInd |
| Organization Incur Excise Tax | 0 | OrganizationIncurExciseTaxInd |
| Elig Criteria Explained | Yes (1) | EligCriteriaExplainedInd |
| FPG Family Incm Lmt Free Dscnt | Yes (X) | FPGFamilyIncmLmtFreeDscntInd |
| FPG Family Incm Lmt Free Care | 200.000000000000 | FPGFamilyIncmLmtFreeCarePct |
| FPG Family Incm Lmt Dscnt Care | 400.000000000000 | FPGFamilyIncmLmtDscntCarePct |
| Asset Level Criteria | Yes (X) | AssetLevelCriteriaInd |
| Insurance Status Criteria | Yes (X) | InsuranceStatusCriteriaInd |
| Underinsurance Stat Criteria | Yes (X) | UnderinsuranceStatCriteriaInd |
| Explained Basis | Yes (1) | ExplainedBasisInd |
| App Financial Asst Expln | Yes (1) | AppFinancialAsstExplnInd |
| Described Info | Yes (X) | DescribedInfoInd |
| Described Suprt Doc | Yes (X) | DescribedSuprtDocInd |
| Provided Hospital Contact | Yes (X) | ProvidedHospitalContactInd |
| Includes Publicity Measures | Yes (1) | IncludesPublicityMeasuresInd |
| FAP Available On Website | Yes (X) | FAPAvailableOnWebsiteInd |
| FAP Available On Website URL | See Part V, Section C | FAPAvailableOnWebsiteURLTxt |
| FAP App Available On Website | Yes (X) | FAPAppAvailableOnWebsiteInd |
| FAP App Available On Website URL | See Part V, Section C | FAPAppAvailableOnWebsiteURLTxt |
| FAP Summary On Website | Yes (X) | FAPSummaryOnWebsiteInd |
| FAP Summary On Website URL | See Part V, Section C | FAPSummaryOnWebsiteURLTxt |
| FAP Avlbl On Request No Charge | Yes (X) | FAPAvlblOnRequestNoChargeInd |
| FAP App Avlbl On Request No Chrg | Yes (X) | FAPAppAvlblOnRequestNoChrgInd |
| FAP Sum Avlbl On Request No Chrg | Yes (X) | FAPSumAvlblOnRequestNoChrgInd |
| FAP Notice Displayed | Yes (X) | FAPNoticeDisplayedInd |
| Communtity Notified FAP | Yes (X) | CommuntityNotifiedFAPInd |
| Other Publicity | Yes (X) | OtherPublicityInd |
| FAP Actions On Nonpayment | Yes (1) | FAPActionsOnNonpaymentInd |
| Permit No Actions | Yes (X) | PermitNoActionsInd |
| Collection Activities | 0 | CollectionActivitiesInd |
| FAP Notified Upon Admission | Yes (X) | FAPNotifiedUponAdmissionInd |
| FAP Notified Before Discharge | Yes (X) | FAPNotifiedBeforeDischargeInd |
| FAP Notified All Patients | Yes (X) | FAPNotifiedAllPatientsInd |
| Documented Elig Determination | Yes (X) | DocumentedEligDeterminationInd |
| Other Actions Taken | Yes (X) | OtherActionsTakenInd |
| Nondis Emergency Care Policy | Yes (1) | NondisEmergencyCarePolicyInd |
| Other Method Used | Yes (X) | OtherMethodUsedInd |
| Amounts Generally Billed | 0 | AmountsGenerallyBilledInd |
| Gross Charges | 0 | GrossChargesInd |
Supplemental Information SupplementalInformationGrp (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Section B | Facility Reporting Group A |
| Facility Reporting Group A consists of: | - Facility 1: Carilion Medical Center- DBA CRMH, - Facility 2: Carilion Medical Center- DBA CRCH |
| Part V, Section B, line 5: | The following explanation applies to both Facility 1 and Facility 2.Carilion Clinic's CHNAs are community-driven projects and success is highly dependent on the involvement of citizens, health and human service agencies, businesses, and community leaders. Community stakeholder collaborations known at "Community Health Assessment Teams" (CHAT) lead the CHNA projects. The CHAT consists of health and human service agency leaders, persons with special knowledge of or expertise in public health, the local health department, and leaders, representatives, or members of medically underserved populations, low-income persons, minority populations, and populations with chronic disease.The following organizations served on the CHAT for the 2015 (tax year 2014) Roanoke Valley CHNA (RVCHNA): Blue Ridge Behavioral Healthcare, Bradley Free Clinic, Carilion Cancer Center, Carilion Clinic, Carilion Clinic Dept. of Family & Community Medicine, CHIP of Roanoke Valley, City of Roanoke, City of Roanoke - Department of Human Services, Council of Community Services, First Citizens Bank, Freedom First Credit Union, Goodwill Industries, Healthy Roanoke Valley, Jefferson College of Health Sciences, LEAP for Local Food, LewisGale Medical Center, Loudon Avenue Christian Church, Mental Health America of Roanoke Valley, Neighborhood Services - City of Roanoke, New Horizons Healthcare - Federally Qualified Health Centers (FQHC), Planned Parenthood South Atlantic, Presbyterian Community Center, Project Access, Roanoke Alleghany Health District- VA Department of Health, Roanoke City Public Schools, Roanoke County Public Schools, Roanoke Redevelopment & Housing Authority, Roanoke Regional Chamber of Commerce, Roanoke Valley- Alleghany Regional Commission, Roanoke Valley Convention & Visitors Bureau, Salem VA Medical Center, Total Action for Progress, United Way of Roanoke Valley, Virginia Tech Fralin Translational Obesity Research Center, and Virginia Tech Carilion School of Medicine. In addition to the CHAT, the RVCHNA conducted stakeholder focus groups, target population focus groups, and a community health survey. Stakeholder focus groups were conducted with the City of Roanoke (Code Enforcement Officers, Fire/EMS Station #5 & #6, & Solid Waste Management), Healthy Roanoke Valley (Coordination of Care Action Team, Medical Action Team, Mental Health Action Team, Oral Health Action Team, & Wellness Action Team), the Neighborhood President's Council and the Roanoke Neighborhood Advocates. Target population focus groups were conducted with a caregiver support group at the Adult Care Center of the Roanoke Valley, a patient focus group at the Bradley Free Clinic, the Residents Council at McCray Court Senior Living, the Pathway's Parents Meeting at the Presbyterian Community Center, the Women's and Children's Center at the Rescue Mission, Roanoke Redevelopment & Housing Authority Melrose Towers and Morningside Manor, Parents Council at Total Action for Progress Head Start and Family Night at the West End Center. The community health survey was made available to all residents living in the Roanoke Valley, and oversampling of the target populations occurred through targeted outreach efforts. In total, 1,990 surveys were collected. |
| Part V, Section B, line 6a: | The following explanation applies to both Facility 1 and Facility 2.Carilion Roanoke Memorial Hospital and Carilion Roanoke Community Hospital, both owned by Carilion Medical Center and serving the same area, jointly conducted their CHNA. HCA-LewisGale Medical Center also participated on the Community Health Assessment Team. |
| Part V, Section B, line 6b: | The following explanation applies to both Facility 1 and Facility 2.Blue Ridge Behavioral Healthcare, Bradley Free Clinic, Carilion Cancer Center, Carilion Clinic, Carilion Clinic Department of Family & Community Medicine, CHIP of Roanoke Valley, City of Roanoke, City of Roanoke - Department of Human Services, Council of Community Services, First Citizens Bank, Freedom First Credit Union, Goodwill Industries, Healthy Roanoke Valley, Jefferson College of Health Sciences, LEAP for Local Food, LewisGale Medical Center, Loudon Avenue Christian Church, Mental Health America of Roanoke Valley, Neighborhood Services- City of Roanoke, New Horizons Healthcare - (FQHC) , Planned Parenthood South Atlantic, Presbyterian Community Center, Project Access, Roanoke Alleghany Health District- VA Dept. of Health, Roanoke City Public Schools, Roanoke County Public Schools, Roanoke Redevelopment & Housing Authority, Roanoke Regional Chamber of Commerce, Roanoke Valley- Alleghany Regional Commission, Roanoke Valley Convention & Visitors Bureau, Salem VA Medical Center, Total Action for Progress, United Way of Roanoke Valley, Virginia Tech Fralin Translational Obesity Research Center, and Virginia Tech Carilion School of Medicine. |
| Part V, Section B, line 7d: | The following explanation applies to both Facility 1 and Facility 2.Line 7a, Facility 1: www.carilionclinic.org/hospitals/carilion-roanoke-memorial-hospital.Line 7a, Facility 2: www.carilionclinic.org/hospitals/carilion-roanoke-community-hospital.Line 7d: The 2015 Roanoke Valley CHNA was also posted to CHAT partner websites and social media. |
| Part V, Section B, line 11: | The following explanation applies to both Facility 1 and Facility 2.Carilion Medical Center's two hospital facilities, Carilion Roanoke Memorial Hospital and Carilion Roanoke Community Hospital, partnered with Healthy Roanoke Valley (HRV) to conduct the FY 2015 Roanoke Valley CHNA during the 2014 tax year. Healthy Roanoke Valley (HRV), housed under the United Way of Roanoke Valley, was formed in 2012 as a community response to needs identified in Carilion Medical Center's triennial Roanoke Valley CHNA.In June 2015, the CHAT participated in a prioritization activity to determine the greatest needs in the service area based on the primary and secondary data collected during the assessment period. To quantitatively determine health needs, CHAT members were asked to rank the top ten pertinent community needs, with one being the most pertinent. Next, on a scale of 1-5, CHAT members were asked to assign a feasibility and potential impact score for each of the ranked needs. This information was used for the CHAT strategic planning retreat held in August 2015.The top ten priority areas that emerged from these findings include:1. Poor eating habits / lack of nutrient dense foods in diet 2. Access to mental health counseling / substance abuse 3. Access to adult dental care 4. Access to dental care for children 5. Lack of exercise / physical activity 6. Value not placed on preventive care and chronic disease management 7. Access to primary care 8. High prevalence of obesity / overweight individuals 9. Lack of knowledge of community resources 10. Improved coordination of care across the health and human sectorThe CHAT participated in strategic planning on August 31, 2015. It reviewed and accepted the priority areas of access to services (primary care, mental health & substance abuse, and oral health), coordination of care, and wellness. Expected outcomes were approved by the CHAT and will be used by Carilion Medical Center (CMC) to measure impact around the priority areas. Significant Health Needs to be AddressedCMC plans to address key community health needs identified in the 2015 assessment by focusing its efforts on a particular community, one that emerged with the greatest need. Through greater access to clinical care, enhanced community outreach programs, creative community partnerships and focused financial and in-kind support of initiatives, CMC plans to improve community health in the South East neighborhood of Roanoke City. Key focus areas of this health improvement project over the next three years include access to services, coordination of care and wellness.A. Access to Services:CMC will explore the development of a community health center in South East with the goal of increasing access to primary care, urgent care and dental services in the neighborhood. The center may also include a mix of services to address social determinants of health, such as job training, health education and wellness services. This offering will be planned with and provided by community partners, including the City of Roanoke, safety net providers and private businesses.B. Coordination of Care:Carilion's family practices have adopted the medical home model and have added care coordinators to proactively work with its high risk, chronic care patients. Carilion will take a focused approach on the South East patients, integrating medical home approaches with a planned community coordination hub being developed by Healthy Roanoke Valley. C. Wellness:Carilion's Community Outreach staff will provide education, flu shots, and community health screenings to the target population in the South East community. Education includes free interactive presentations on the topics of cancer prevention, diabetes prevention, fitness/exercise, food safety, health/stroke, healthy lifestyles, nutrition, smoking cessation, and stress. Poor eating habits were identified as a key concern in the 2015 RVCHNA. The Carilion Clinic Healthy Food Program (formed to respond to the 2012 RVCHNA) is designed to address this need by promoting healthy, local (when possible), and nutrient-dense food to patients and employees and to encourage healthy eating in the community. Fresh Foods RX, is a partnership with HRV, a program which includes a physician's prescription for healthy food, and a waiver for free local fruits and vegetables was successfully piloted in 2015 with a second pilot expanding the program to three sites in 2016. The Healthier Hospital Healthy Food Initiative, the Carilion Farm Share program, and funding of community programs that address increased access to healthy food will continue.Exercise and fitness opportunities will be a key focus for South East, particularly in relation to childhood obesity. Through a partnership with a local soccer club, Carilion will help build fields in the South East neighborhood and provide scholarships to local children. Carilion also helped to build a community kayak launch on the Roanoke River with access in that neighborhood. Funding of community programs that address increased access to physical activity opportunities will continue.D. Focused Community Grants and Partnerships:Carilion Clinic funds health safety-net providers and causes identified through the RVCHNA and will focus on providing financial support to community health improvement initiatives in the South East neighborhood through community grants and sponsorships.In-kind assistance is also provided through community partnerships that align with the RVCHNA. Carilion actively looks for opportunities to support by providing outreach and educational support. Partnerships include HRV, Anchor of Hope's Community Health Promoter Program, West End Freedom First, Roanoke Regional Housing Authority, Kohl's Cares, the PATH Coalition, Safe Kids, Leap for Local Foods, the Feeding America of SWVA Veggie Mobile, as well as many others. E. Implementation and Measurement:HRV is serving as a key partner in the implementation of health improvement initiatives emerging from the CHNA. The findings of this assessment are key in measuring the progress of HRV initiatives and their impact in the community. The HRV Strategic Action Framework to better meet the needs of our target population includes data driven, evidence-based goals and strategies which address access to care (mental health, oral health, primary care); coordination of care; and wellness. As a result of the 2015 RVCHNA, HRV underwent strategic planning with both its Steering Committee and Action Team members to update the Governance Guidelines, Operations Structure, and Strategic Action Framework to ensure HRV continues to align with the priorities identified in the needs assessment. HRV completed this process in 2016 and began implementation of the 2016-2019 Strategic Action Framework in the summer of 2016.Priority Areas Not being Addressed and the ReasonsA community approach to determine and address priority needs as described above was used in determining which needs cannot be addressed immediately. The needs not identified as "priority" are those that will not be actively addressed in this time period. |
| Part V, Section B, line 16i: | Line 16a: https://www.carilionclinic.org/billing/financial-assistance.Line 16b: https://www.carilionclinic.org/billing/financial-assistance.Line 16c: https://www.carilionclinic.org/billing/financial-assistance. |
| Part V, Section B, line 20e: | Presumptive eligibility based upon specific free clinic or indigent health access programs, other state or local assistance programs, and/or third party evaluation to determine ability to pay prior to transfer to bad debt. |
| Part V, Section B, line 22d: | Maximum amounts that can be charged are determined based on average allowed amounts from Medicare and private insurance payers, calculated using the look-back method per 26 CFR section 1.501(r). |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 85 | FacilityNum |
Oth Hlth Care Fclts Not Hospital OthHlthCareFcltsNotHospitalGrp
Oth Hlth Care Fclts OthHlthCareFcltsGrp (85 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | FacilityFacilityTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|
| 1 - DBA - Carilion Roanoke Memorial Rehab | |||||
| 2017 South Jefferson Street | Roanoke | VA | 24153 | Psych Unit, Outpatient Rehabilitation | |
| 2 - Carilion Breast Care Center | |||||
| 102 Highland Ave Ste 202 | Roanoke | VA | 24014 | Breast Care Center | |
| 3 - Carilion Clinic Cardiology | |||||
| 2001 Crystal Spring Avenue Suite | Roanoke | VA | 24014 | Cardiology | 203 |
| 4 - Carilion Clinic Cardiology | |||||
| 127 McClanahan Street SW Suite 300 | Roanoke | VA | 24014 | Cardiology | |
| 5 - Carilion Clinic Cardiology | |||||
| 2001 Crystal Spring Ave Suite 300 | Roanoke | VA | 24014 | Cardiology Services | |
| 6 - Carilion Sleep Center | |||||
| 1030 Jefferson Plaza Ste G100 | Roanoke | VA | 24016 | Sleep Disorder | |
| 7 - Carilion Clinic Orthopaedics - ION | |||||
| 2331 Franklin Road SW | Roanoke | VA | 24014 | Orthopaedics | |
| 8 - Carilion Clinic Internal Medicine | |||||
| 3 Riverside Circle | Roanoke | VA | 24016 | Internal Medicine | |
| 9 - CSC - Roanoke | |||||
| 213 McClanahan Suite 404 | Roanoke | VA | 24014 | Surgical Services | |
| 10 - Carilion Clinic Neurosurgery - ION | |||||
| 2331 Franklin Road | Roanoke | VA | 24014 | Neurosurgery | |
| 11 - Carilion Pulmonary Clinic | |||||
| 2001 Crystal Spring Avenue Suite | Roanoke | VA | 24014 | Pulmonary Services | 205 |
| 12 - Carilion Clinic Gastroenterology | |||||
| 3 Riverside Circle | Roanoke | VA | 24016 | Gastroenterology | |
| 13 - Carilion Dental Care | |||||
| 2017 S Jefferson Street | Roanoke | VA | 24014 | Dental Service | |
| 14 - Carilion Clinic Neurology | |||||
| 3 Riverside Circle | Roanoke | VA | 24016 | Neurosciences | |
| 15 - Daleville Imaging | |||||
| 46 Wesley Road | Daleville | VA | 24014 | Imaging Services | |
| 16 - CNRV Emergency Services | |||||
| 2900 Lamb Circle | Christiansburg | VA | 24073 | Emergency Physicians | |
| 17 - Botetourt Athletic Center | |||||
| 105 Summerfield Court | Roanoke | VA | 24019 | Outpatient Therapy Services | |
| 18 - Carilion Clinic Dermatology | |||||
| 1 Riverside Circle Suite 300 | Roanoke | VA | 24016 | Dermatology | |
| 19 - Roanoke Athletic Club | |||||
| 4508 Starkey Road | Roanoke | VA | 24018 | Physical Therapy Services | |
| 20 - Carilion Imaging Professionals | |||||
| 1 Taylor Avenue | Pearisburg | VA | 24134 | Imaging Services | |
| 21 - CNRVMC - Radiology | |||||
| 2900 Lamb Circle | Christiansburg | VA | 24073 | Radiology | |
| 22 - Carilion GYN Clinic | |||||
| 102 Highland Avenue Suite 303 | Roanoke | VA | 24013 | Gynecolgical services | |
| 23 - Carilion ObstetricsGynecology Clinic | |||||
| 902 South Jefferson Street Upper | Roanoke | VA | 24016 | Obstetrics and Gynecology | Level |
| 24 - Carilion Clinic Dept of Psychiatry | |||||
| 2900 Lamb Circle | Christiansburg | VA | 24073 | Psych and Behavioral Medicine | |
| 25 - Carilion Clinic Orthopaedics Trauma ION | |||||
| 2331 Franklin Road | Roanoke | VA | 24014 | Ortho Trauma | |
| 26 - Carilion Cardiothoracic Surgery | |||||
| 2001 Crystal Spring Avenue Suite | Roanoke | VA | 24014 | Cardiac Surgery Office | 201 |
| 27 - Carilion ENTPlastic Surgery | |||||
| 1 Riversde Circle Suite 300 | Roanoke | VA | 24016 | Plastic Surgery | |
| 28 - Carilion General Pediatric Clinic | |||||
| 1030 S Jefferson Street Suite 106 | Roanoke | VA | 24016 | General Pediatrics | |
| 29 - Carilion Clinic Orthopaedics | |||||
| 3 Riverside Circle | Roanoke | VA | 24016 | Orthopaedic Services | |
| 30 - CES - Tazewell | |||||
| 141 Ben Bolt Ave | Tazewell | VA | 24651 | Emergency Physicians | |
| 31 - Carilion Clinic Pediatric Surgery | |||||
| 102 Highland Avenue Suite 404 | Roanoke | VA | 24013 | Surgical Services | |
| 32 - CES - Giles | |||||
| 1611 Wenonah Avenue | Pearisburg | VA | 24134 | Emergency Physicians | |
| 33 - Carilion Center for Healthy Aging | |||||
| 2001 Crystal Spring Avenue Suite | Roanoke | VA | 24014 | Geriatrics | 302 |
| 34 - CES - Franklin | |||||
| 180 Floyd Avenue | Rocky Mount | VA | 24017 | Emergency Physicians | |
| 35 - CFM - Salem | |||||
| 2102 West Main Street | Salem | VA | 24153 | Family Practice | |
| 36 - CSJH Emergency Department | |||||
| 1 Health Circle | Lexington | VA | 24450 | Emergency Physicians | |
| 37 - CFM Southeast | |||||
| 2145 Mount Pleasant Boulevard | Roanoke | VA | 24014 | Family Practice | |
| 38 - CFM Roanoke Salem | |||||
| 1314 Peters Creek Road | Roanoke | VA | 24017 | Family Practice | |
| 39 - Carilion Anticoagulation Clinic | |||||
| 1030 S Jefferson St Ste G101 | Roanoke | VA | 24014 | Anticoagulation Clinic | |
| 40 - CRMH Rheumatology Clinic | |||||
| 3 Riverside Circle | Roanoke | VA | 24016 | Rheumatology | |
| 41 - Carilion Infectious Disease Clinic | |||||
| 2001 Crystal Spring Avenue Suite | Roanoke | VA | 24014 | Infectious Disease | 301 |
| 42 - Breast Mammography - North | |||||
| 6415 Peters Creek Road | Roanoke | VA | 24014 | Breast Mammography | |
| 43 - Carilion Clinic Physiatry | |||||
| 3 Riverside Circle | Roanoke | VA | 24016 | Physical Medicine and Rehab | |
| 44 - Community Psychiatry | |||||
| 611 McDowell Avenue | Roanoke | VA | 24016 | Behavioral Health | |
| 45 - Carilion Plastic and Reconstructive | |||||
| 3 Riverside Circle | Roanoke | VA | 24016 | Plastic Surgery | |
| 46 - Pediatric Developmental Clinic | |||||
| 1030 S Jefferson Street Suite 201 | Roanoke | VA | 24016 | Pediatrics | |
| 47 - Community Care | |||||
| 101 Elm Avenue SE | Roanoke | VA | 24013 | Family Medicine | |
| 48 - Carilion Dept of Psychiatry Roanoke | |||||
| 2017 S Jefferson Street | Roanoke | VA | 24014 | Behavioral Health | |
| 49 - Carilion Sleep Center Westlake | |||||
| 35 Medical Court | Hardy | VA | 24101 | Sleep Disorder | |
| 50 - Carilion Clinic Urogynecology | |||||
| 101 Elm Avenue Suite 400 | Roanoke | VA | 24013 | Urogynecology Services | |
| 51 - Carilion Cardiac Rehab | |||||
| 127 McClanahan Street | Roanoke | VA | 24016 | Cardiac Rehab | |
| 52 - Pediatric Gastroenterology | |||||
| 102 Highland Avenue Suite 305 | Roanoke | VA | 24013 | Gastroenterology | |
| 53 - Carilion Pediatric Neurology | |||||
| 102 Highland Avenue Suite 104 | Roanoke | VA | 24013 | Neurosciences | |
| 54 - Carilion Child & Adolescent Psychiatry | |||||
| 213 McClanahan Street Suite 310 | Roanoke | VA | 24014 | Child and Adolescent Psychiatry Services | |
| 55 - Carilion Prenatal Diagnostic Center | |||||
| 102 Highland Ave Ste 455 | Roanoke | VA | 24014 | Prenatal Testing | |
| 56 - Pediatric Pulmonology and Allergy | |||||
| 102 Highland Avenue Suite 203 | Roanoke | VA | 24013 | Pulmonology | |
| 57 - Carilion Clinic Family Med Tazewell | |||||
| 141 Ben Bolt Avenue | Tazewell | VA | 24651 | Family Practice | |
| 58 - CRCH Occupational Medicine | |||||
| PO Box 12946 | Roanoke | VA | 24029 | Occupational Medicine | |
| 59 - Carilion Clinic Pulmonary and Sleep | |||||
| 2001 Crystal Spring Avenue Suite | Roanoke | VA | 24014 | Pulmonary and Sleep Services | 300 |
| 60 - Carilion Roanoke IP Psychiatry | |||||
| 2017 S Jefferson Street 1st Floor | Roanoke | VA | 24014 | Psychiatry Services | |
| 61 - Carilion Clinic OBGYN Spartan Drive | |||||
| 150 Spartan Drive | Salem | VA | 24153 | Obstetrics and Gynecology | |
| 62 - Carilion Pediatric Endocrinology | |||||
| 102 Highland Avenue MOB Suite 203 | Roanoke | VA | 24013 | Endocrinology | |
| 63 - Department of Psychiatry & Behavioral | |||||
| 213 McClanahan Street Suite 310 | Roanoke | VA | 24014 | Behavioral Health | |
| 64 - Pediatric Cardiology Clinic | |||||
| 102 Highland Avenue Suite 101 | Roanoke | VA | 24013 | Cardiology | |
| 65 - Carilion Clinic OBGYN Botetourt | |||||
| 150 Market Ridge Lane | Daleville | VA | 24083 | Obstetrics and Gynecology | |
| 66 - Carilion Reproductive Endocrinology | |||||
| 102 Highland Avenue Suite 304 | Roanoke | VA | 24013 | Reproductive Endocrinology | |
| 67 - Carilion Wound Care Center | |||||
| 101 Elm Ave SE | Roanoke | VA | 24019 | Wound Care | |
| 68 - Carilion Clinic TraumaCritical Care | |||||
| 3 Riverside Circle | Roanoke | VA | 24016 | Surgical Services | |
| 69 - Carilion Dentistry Pediatric Surgery | |||||
| 101 Elm Avenue | Roanoke | VA | 24017 | Dental Service | |
| 70 - Carilion Diabetic Education | |||||
| 1030 S Jefferson Suite G101 | Roanoke | VA | 24016 | Diabetic Eduation | |
| 71 - CNRVMC - Neurosciences | |||||
| 2900 Lamb Circle | Christiansburg | VA | 24073 | Neurology | |
| 72 - Carilion Clinic Pain Management - ION | |||||
| 2331 Franklin Road | Roanoke | VA | 24014 | Pain Management | |
| 73 - Carilion Clinic Gastroenterology | |||||
| 1201 Franklin Rd | Roanoke | VA | 24016 | Gastroenterology | |
| 74 - Carilion Genetics | |||||
| 102 Highland Avenue Suite 104 | Roanoke | VA | 24013 | Genetic Counseling | |
| 75 - General Surgery Clinic | |||||
| 180 Floyd Avenue | Rocky Mount | VA | 24151 | General Surgery | |
| 76 - Carilion Clinic Internal Medicine | |||||
| 3 Riverside Circle | Roanoke | VA | 24016 | Internal Medicine | |
| 77 - Carilion GYN Oncology | |||||
| 1 Riverside Circle Suite 300 | Roanoke | VA | 24016 | Gynecolgical Oncology | |
| 78 - Carilion Clinic Urology Christiansburg | |||||
| 120 Akers Farm Road NE | Christiansburg | VA | 24073 | Urology | |
| 79 - Carilion Pediatric OtolaryngologyENT | |||||
| 3 Riverside Circle 4th Floor | Roanoke | VA | 24016 | ENT Services | |
| 80 - Carilion Surgery Westlake | |||||
| 35 Medical Court | Hardy | VA | 24101 | Surgical Services | |
| 81 - Carilion Clinic AllergyImmunology | |||||
| 46 Wesley Road | Daleville | VA | 24083 | Allergy Services | |
| 82 - Carilion OBGYN - Riverside | |||||
| 3 Riverside Circle | Roanoke | VA | 24016 | Obstetrics and Gynecology | |
| 83 - Tazewell Veterans Affairs Community | |||||
| 141 Ben Bolt Avenue | Tazewell | VA | 24651 | VA Clinic | |
| 84 - Carilion Heart Failure Clinic | |||||
| 127 McClanahan Street | Roanoke | VA | 24016 | Heart Failure Services | |
| 85 - Carilion Cardiology Westlake | |||||
| 35 Medical Court | Hardy | VA | 24101 | Cardiology Services | |
Supplemental Information Detail SupplementalInformationDetail (13 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 3c: | Asset test is used. Money in checking/savings, trust, retirement accounts, equity in real property. |
| Part I, Line 6a: | Information on community benefit is reported annually through a consolidated report prepared by Carilion Clinic (EIN 54-1190771). Printed copies of this report are distributed throughout communities served by hospitals affiliated with Carilion Clinic. Additionally, the community benefit report is available on Carilion Clinic's website: www.carilionclinic.org/community-outreach. |
| Part I, Line 7: | Part I, Line 7 a-b: The ratio of cost-to-charges was used to calculate the expense.Part I, Line 7:Column f calculation-The organization's bad debt expense of $70,617,579 is subtracted from total expenses for the calculation.Part I Line 7e: Community Health Improvement:This line is reported at actual cost. Carilion Medical Center provides education to the public about health risks and steps that can be taken to improve health. Events include regularly scheduled health screenings such as blood pressure, blood glucose and cholesterol as well as seasonal stroke, vascular, prostate and facial sun damage detection screenings. Carilion Medical Center's community health education department serves as host of the local chapter of the National Safe Kids Coalition and provides education on childhood injury prevention to the community and other providers. In addition, Carilion Medical Center's Safe Kids Coalition coordinator provided training and national certification on proper car seat installation for other health and safety providers free of charge. Children learn about healthcare careers through Caring Careers, an educational program for school aged children provided onsite at local schools and community centers. Additional health improvement services include physician coverage at the Bradley Free Clinic and the Roanoke Rescue Mission. Additional services include blood drives, assistance with enrollment in public medical programs such as Medicaid, and interpreter services for non-English speaking patients. Community benefit operations includes expenses related to support of Healthy Roanoke Valley, a collaboration of health and human service agencies developing initiatives to address prioritized community health needs, the cost associated with tracking community health improvement activities, and the cost associated with conducting a Community Health Needs Assessment.Part I, Line 7f:Health Professions:This line is reported at actual cost. Carilion Medical Center provides a full time staff member to Radford University's Bachelor of Science Nursing Program and mentors nursing students within Carilion Roanoke Memorial Hospital. Education is provided to non-employed health professionals such as school nurses, and staff who provide labor, delivery and emergency services. Financial support was provided for Virginia Foundation for Independent Colleges for 10 science research fellowships for undergraduate students. In addition, financial as well as in-kind support was provided for Virginia Tech Carilion School of Medicine in the form of paid physician hours dedicated to education of students. Part I, Line 7g:Subsidized Health Services: N/A.Part I, Line 7h:Research:This line is reported at actual cost. Carilion Medical Center participates in clinical research projects which includes internal review board oversight. Additionally, community research is provided through a cancer registry to assist public health professionals in understanding and addressing the cancer burden more effectively. Information obtained is used in development of programs on cancer prevention, early detection, and successful treatment and care. Part I, Line 7i: Cash and In-Kind Contributions: At Cost.Carilion has long been committed to improving the health of the communities we serve. We know that significant change doesn't happen alone, but takes a community of partners working together towards common goals. Our dedication to this mission is evidenced by the support we provide to various nonprofit partners, furthering their efforts to positively impact health. Contributions of various amounts, both financial and in-kind, are made each year to dozens of organizations directly impacting the issues identified in our triennial Community Health Needs Assessment as well as to organizations addressing a variety of social determinants that impact people's health. Support provided helps with access to nutrient dense foods, promotion of exercise and healthy activity, chronic disease management, access to mental health services and coordination of care in addition to a multitude of other community health improvement goals. |
| Part II, Lines 1-8 | Part II, Line 1:Physical Improvements and Housing- N/A.Part II, Line 2: Economic Development- Support was provided to the Vinton Chamber of Commerce, Roanoke Blacksburg Innovation Partnership, Roanoke Blacksburg Technology Council, Salem Roanoke County Chamber of Commerce, Roanoke Regional Chamber of Commerce, and Virginia Chamber of Commerce to strengthen the social and economic environment of the community. Funding was provided to the Greater Roanoke Transit Company for the Star Line Trolley.Part II, Line 3: Community Support- Research demonstrates the strong connection between social determinants of health such as transportation, housing, and education and the overall health and well-being of communities. Support is provided in a variety of ways for non-profit organizations that address barriers to good health that arise from these social determinants. Through support of local partners, Carilion is able to help provide better education and opportunities for children and families as well as housing, nutrition and resources for our neighbors in need, removing obstacles to good health. Part II, Line 4: Environmental Improvements- Financial support was provided to Pathfinders for Greenways and in-kinds support was provided for Clean Valley Day in southeast Roanoke City. Part II, Line 5: Leadership Development and Training for Community Members-N/A. Part II, Line 6: Coalition Building- In-kind support was provided through representation on Roanoke Area Youth Substance Abuse Coalition and Roanoke Prevention Alliance, a group of concerned citizens, parents, youth, teachers, police officers, business people, judges, and other caring individuals that strive to keep the youth of the Roanoke Valley and southwest Virginia alcohol, tobacco and drug-free; Safe Kids Coalition, a multidisciplinary team, working to eliminate infant injury and deaths due to abusive head trauma and sudden infant death syndrome (SIDS); Positive Action Toward Health, promoting healthy behaviors in children; Salem Prevention Planning Team; Virginia Highway Safety Board representation; Roanoke City Health Advisory Board; and YOVASO, a statewide youth leadership program dedicated to saving the lives of teenage drivers through educating, encouraging and empowering teenagers to be traffic safety advocates in their schools and communities. In-kind support was also provided through representation on Boards or committees for the following organizations: Children's Trust, CHIP, Family Service of Roanoke Valley, New Horizons Healthcare, Presbyterian Community Center, United Way of Roanoke Valley, Virginia Tech Carilion School of Medicine, and the YMCA.Part II, Line 7: Community Health Improvement Advocacy-In-kind support was provided for distribution of a newsletter on behalf of adolescent and student health services.Part II, Line 8: Workforce Development- Carilion Medical Center partnered with Goodwill Industries of the Roanoke Valley, the Department of Rehabilitative Services, Blue Ridge Behavioral Health, Blue Ridge Independent Living Center and local parent representatives to offer Project SEARCH, a one year high school transition program that provides employment and educational opportunities for individuals with significant disabilities and assists with finding long term employment in skilled positions for its participants. Additional expenses include recruitment of providers to meet the needs of underserved individuals in the Roanoke Valley. Support was also provided for Virginia Business Higher Education Council's Grow By Degrees campaign. |
| Part III, Line 2: | Carilion Medical Center estimates bad debt expense by reserving a percentage of all self-pay accounts receivable by aging category, based on collection history, adjusted for expected recoveries and, if present, anticipated changes in trends. |
| Part III, Line 4: | Accounts receivable are reduced by an allowance for amounts that could become uncollectible in the future. Carilion Medical Center estimates the allowance for doubtful accounts by reserving a percentage of all self-pay accounts receivable by aging category, based on collection history, adjusted for expected recoveries and, if present, anticipated changes in trends. Carilion Medical Center collects substantially all of its third-party insured receivables, which include receivables from governmental agencies and commercial insurers. |
| Part III, Line 8: | Medicare allowable costs are determined from the Medicare cost report using the cost-to-charges ratio. The Hospital does not consider a Medicare shortfall as a community benefit. |
| Part III, Line 9b: | When accounts receivable efforts are exhausted, the account may be placed with a collection agency and Extraordinary Collection Actions (ECA) may be considered. Accounts will not be placed with a collection agency prior to 120 days from the date the first billing statement is provided except when mailings are returned with no forwarding address and combining multiple accounts of varying age with those already transferred or for legal verification regarding other liabilities.When a Financial Assistance Application (FAA) is received during the application period (within 240 days after the date the first billing statement is provided), but after initiation of ECAs, all ECAs will be suspended. Best efforts will be made to process completed applications within 30 days of receipt of the application; financial assistance eligibility will be determined and communicated to the individual. Incomplete applications must be completed within 30 days of the initial notification of additional items required; otherwise, the application will be deemed incomplete and closed. If an individual is eligible for financial assistance, ECAs, other than the sale of debt, will be reversed and any payments related to eligible care refunded to the extent no longer owed. ECAs will be reinstated if the individual is not eligible for financial assistance or does not complete the FAA by the deadline.At least 30 days before initiating an ECA, Carilion will send the patient written notice of intended ECA(s), a plain language summary explaining financial assistance available and the process for determining eligibility, and the deadline for applying for assistance. Carilion will also attempt to call individuals at least 30 days before initiating an ECA to make them aware of the financial assistance available and how to obtain assistance with the application process.Carilion shall enter into a written contract with any collection agency to which it refers bad debt. The contract will obligate the collection agency to observe and comply with Carilion's obligations under this Policy and the Financial Assistance Policy. A collection agency to which bad debt is referred for collection may not engage in any ECAs without the prior written consent of Carilion.After making reasonable efforts to determine if a patient qualifies for Financial Assistance and if no positive patient response is received within 120 days from the date the first billing statement is provided, Carilion may engage in one or more of the following ECAs: 1. Place a lien on an individual's property; 2. Attach or seize an individual's bank account or any other personal property; 3. Commence a civil action against an individual; 4. Garnish an individual's wages; 5. Sell an individual's debt to another party; or 6. Report the account to credit agencies.Individual account balances greater than $5,000 are not sent to a collection agency. These are handled through the Debt Recovery Department (DRD) for verification of Financial Assistance status before further collection activity occurs. DRD will also investigate any accounts that require special handling. For example, when the billing office becomes aware that a patient is deceased, auto accident or any other unique circumstances requiring special handling, the accounts are placed with the Debt Recovery Department.When all collection efforts have been exhausted, all hospital accounts will be returned and closed as uncollectible. No further collection activity is taken at that time. Accounts with satisfactory payment arrangements, legal activity or accounts with pending payment will be considered active and are not returned. |
| Part VI, Line 2: | Needs Assessment:Carilion Clinic's community health improvement process was adapted from Associates in Process Improvement's the Model for Improvement and the Plan-Do-Study-Act (PDSA) cycle developed by Walter Shewhart. It consists of five distinct steps: (1) conducting the CHNA, (2) strategic planning, (3) creating the implementation strategy, (4) program implementation, and (5) evaluation. This cycle is repeated every three years to comply with IRS requirements. Carilion Clinic fosters community development in its CHNA process and community health improvement process by using the Strive Collective Impact Model for the CHAT. This evidence-based model focuses on "the commitment of a group of important players from different sectors to a common agenda for solving a specific social problem(s) and has been proven to lead to large-scale changes. It focuses on relationship building between organizations and the progress towards shared strategies. Carilion Clinic and Healthy Roanoke Valley (HRV) partnered to conduct the 2015 Roanoke Valley CHNA. This process was community-driven and focused on high levels of community engagement involving health and human services leaders, stakeholders, providers, the target population, and the community as a whole. HRV, housed under the United Way of Roanoke Valley, was formed in 2012 as a community response to needs identified in Carilion Clinic's triennial Roanoke Valley CHNA. HRV's mission is to mobilize community resources to improve access to care, coordination of services, and promote a culture of wellness. Using the collective impact model, the partnership boasts more than 160 individuals representing cross-sector stakeholders and leaders who are working to implement cost-effective programs resulting in improved health outcomes. |
| Part VI, Line 3: | Education of the Financial Assistance Policy is provided to patients at all hospital admission and ambulatory areas in the form of signage, in a summary of the policy which includes contact information, in available financial assistance applications and is included in the inpatient handbook. Hospital social workers and customer service representatives provide patients with verbal and/or written information regarding availability of assistance. Each patient billing statement and letters regarding patient financial responsibility include information on the Financial Assistance Policy and who to contact for additional information. Applications, the policy and Plain Language Summary are available free of charge to the patient. These items will be mailed to the patient if the patient failed to keep the documents at the time of service and they are also available on the Carilion Clinic web site. Carilion Clinic also employs an Eligibility Assistance Team that counsels patients regarding federal and state programs. This department completes applications for Medicaid, Social Security, Social Security Disability, and Medicare and provides support services for ensuring the applications are processed correctly based on federal and state policy. In addition, the Eligibility Team members are all Certified Application Counselors and will assist patients with enrollment in insurance exchange marketplace products provided through the Affordable Care Act. Eligibility Team members will also complete Carilion's financial assistance application and explain the requirements for financial assistance eligibility. |
| Part VI, Line 4: | Community Information:Carilion Medical Center (CMC), comprised of two hospitals, Carilion Roanoke Memorial Hospital and Carilion Roanoke Community Hospital, is located in Roanoke, Virginia. Roanoke is a 1,186 square mile valley located in southwest Virginia near the Blue Ridge and Allegheny Mountains. In fiscal year 2014, CMC served 121,168 unique patients. Patient origin data revealed that in fiscal year 2014, 72.77% of patients served by CMC lived in the following localities: Roanoke City (30.80%), Roanoke County (19.97%), Franklin County (8.78%), Botetourt County (6.94%), Salem City (5.61%), and Craig County (0.68%). The Roanoke Metropolitan Statistical Area (MSA), commonly known as the Roanoke Valley, is composed of the independent cities of Roanoke and Salem and the counties of Botetourt, Craig, Franklin and Roanoke.According to the 2010 Census, the total population of the Roanoke MSA is 308,707. 78.5% of residents are 18 years old or over and 16.3% are 65 years old or over. The MSA is 82.2% white and 12.8% black. According to the 2011-2015 American Community Survey 5-Year Estimates, 38.01% of MSA residents are not in the labor force, the median household income is $50,340, 10.8% of residents have no health insurance coverage, 13.9% of all people and 20.5% of people under 18 years old live below the federal poverty level, 87.9% of residents have graduated high school, and 26.7% of residents have a bachelor's degree or higher. Craig County and Franklin County are designated Medically Underserved Areas (MUA) as are portions of northern Botetourt County. In the city of Roanoke, nine census tracts are designated MUA's - seven are located in the northwest (NW) quadrant (Census Tracts 1, 9-11, 23-25) and two in the southeast (SE) quadrant (Census Tracts 26 and 27). Health Professional Shortage Areas (HPSA) are present in the portions of the Roanoke MSA for Primary Care, Dental, and Mental Health providers. |
| Part VI, Line 5: | Community Health Promotion:Carilion Medical Center includes Carilion Roanoke Memorial Hospital, one of the largest hospitals in the state of Virginia with 703 beds and an additional 60-bed neonatal intensive care unit and pediatric emergency department. With a Level One Trauma Center and children's hospital, complete with pediatric emergency room, Carilion Roanoke Memorial Hospital treats residents throughout southwest Virginia. In addition to offering high-tech services, the Hospital is also home to eight residency programs and two fellowship programs. Carilion Medical Center serves all patients regardless of their ability to pay. The Hospital's governing Board is elected annually and the majority are members of the local community who are neither employees nor contractors of the Hospital. Medical staff privileges are extended to qualified providers. In addition to clinical care, the Hospital works to achieve its mission through the education of health professionals and the community. Any surplus funds are reinvested in new technology, clinical initiatives, education and charitable efforts. This includes providing free, discounted and subsidized care as well as critical medical services that operate at a loss. |
| Part VI, Line 6: | Affiliated System:Carilion Medical Center is wholly owned by Carilion Clinic, a not-for-profit healthcare organization based in Roanoke, Virginia. Through a comprehensive network of hospitals, primary and specialty physician practices and other complementary services, quality care is provided close to home for more than one million Virginians. With an enduring commitment to the health of the region, care is advanced through medical education and research and assistance is provided to help the community to stay healthy. Carilion Clinic employees 685 physicians representing more than 70 specialties who provide care at 241 practice sites. To advance education of health professionals, Jefferson College of Health Sciences, within Carilion Medical Center, is a professional health sciences college offering Associate's, Bachelor's, and Master's degree programs. During fiscal year 2016, 800 undergraduate and 262 graduate students were enrolled. Carilion Clinic, through Carilion Medical Center, works in cooperation with Virginia Tech Carilion School of Medicine to provide medical education opportunities to the community. There are 13 accredited residency programs (Carilion/OMNEE Emergency Medicine, Dermatology, General Hospital Dentistry, Emergency Medicine, Family Medicine, Internal Medicine, Neurosurgery, Obstetrics/Gynecology, Pediatrics, Plastic Surgery, Podiatry, Psychiatry and Surgery) and 11 accredited fellowship programs (Addiction Psychology, Adult Joint Reconstruction, Cardiovascular Disease, Child and Adolescent Psychiatry, Gastroenterology, Geriatric Medicine, Geriatric Psychiatry, Hospice and Palliative Care, Infectious Disease, Interventional Cardiology, and Pulmonary Critical Care). Advanced clinical technology and programs include Cyberknife Stereotactic Radiourgery, DaVinci Robotic Surgical System, 60 bed neonatal intensive care unit, hybrid operating room, Carilion Clinic Children's Hospital, Cancer Center, Spine Center, and comprehensive cardiothoracic, vascular and orthopedic surgery programs. Carilion Roanoke Memorial Hospital serves as a Level One Trauma Center with EMS services that include three EMS helicopters, six first-response vehicles and 38 Advanced Life Support Ambulances. An additional benefit to the community is Carilion Clinic's economic contribution to the region. As the area's largest employer, jobs are provided for more than 12,800 residents of the region. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (46 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Ronald McDonald House | |||||||||||
| 2224 S Jefferson St | Roanoke | VA | 24014 | 541244769 | 501(c)(3) | $246,800 | FMV | Donated Rent | General Support | ||
| Virginia Tech Carilion School of Medicine Inc | |||||||||||
| Two Riverside Circle | Roanoke | VA | 24016 | 264556177 | 501(c)(3) | $0 | 0 | 0 | General Support | $4,497,406 | |
| Taubman Museum of Art | |||||||||||
| 110 Salem Ave | Roanoke | VA | 24011 | 546026841 | 501(c)(3) | $0 | 0 | 0 | General Support | $508,000 | |
| Valley AFC Inc | |||||||||||
| PO Box 20045 | Roanoke | VA | 24018 | 541608581 | 501(c)(3) | $0 | 0 | 0 | General Support | $75,000 | |
| The Rescue Mission of Roanoke Inc | |||||||||||
| PO Box 11525 | Roanoke | VA | 24022 | 540573900 | 501(c)(3) | $0 | 0 | 0 | Food Access Program/Homelessness Support | $113,100 | |
| Virginia Business Higher Education Council | |||||||||||
| 1108 E Main St 1100 | Richmond | VA | 23219 | 541827038 | 501(c)(3) | $0 | 0 | 0 | General Support | $110,000 | |
| Virginia Healthcare Foundation | |||||||||||
| 707 East Main Street Suite 1350 | Richmond | VA | 23219 | 541639924 | 501(c)(3) | $0 | 0 | 0 | General Support | $100,000 | |
| Virginia Tech Foundation Inc | |||||||||||
| 902 Prices Fork Rd University | Blacksburg | VA | 24061 | 540721690 | 501(c)(3) | $0 | 0 | 0 | Scholarship | $90,000 | Gateway Center STE 400 |
| City of Roanoke | |||||||||||
| 215 Church Ave Room 254 | Roanoke | VA | 24011 | 546001569 | Roanoke, VA | $0 | 0 | 0 | Playground | $70,250 | |
| United Way of Roanoke Valley | |||||||||||
| 325 Campbell Avenue | Roanoke | VA | 24016 | 540535302 | 501(c)(3) | $0 | 0 | 0 | Fresh Foods RX Pilot Program/ Healthy Roanoke Valley Collab./General Support | $67,688 | |
| Children's Trust of Roanoke Valley Inc | |||||||||||
| 541 Luck Ave Suite 308 | Roanoke | VA | 24016 | 510235891 | 501(c)(3) | $0 | 0 | 0 | Operational Support | $61,800 | |
| The Virginia Foundation for Community College Education Inc | |||||||||||
| 300 Arboretum Parkway No 200 | Richmond | VA | 23236 | 237004354 | 501(c)(3) | $0 | 0 | 0 | Sponsorship | $60,000 | |
| CHIP of Roanoke Valley | |||||||||||
| 1201 3rd Street | Roanoke | VA | 24016 | 541566451 | 501(c)(3) | $0 | 0 | 0 | Operational Support | $51,500 | |
| Carilion Clinic Patient Transportation | |||||||||||
| 431 McClanahan St SW | Roanoke | VA | 24014 | 541864693 | 501(c)(3) | $0 | 0 | 0 | General Support | $50,000 | |
| Roanoke Symphony Orchestra | |||||||||||
| 128 East Campbell Ave SE | Roanoke | VA | 24011 | 546019736 | 501(c)(3) | $0 | 0 | 0 | General Support | $37,309 | |
| Local Environmental Agriculture Project | |||||||||||
| PO Box 3249 | Roanoke | VA | 24015 | 271050909 | 501(c)(3) | $0 | 0 | 0 | Community Kitchen/SNAP Double Value | $35,000 | |
| Mental Health of America Rke Valley | |||||||||||
| PO Box 592 | Roanoke | VA | 24004 | 540703132 | 501(c)(3) | $0 | 0 | 0 | Mental Health Collaboration/Operational support | $32,500 | |
| American Cancer Society | |||||||||||
| 2840 Electric Road 106A | Roanoke | VA | 24018 | 131788491 | 501(c)(3) | $0 | 0 | 0 | General Support | $25,000 | |
| Depaul Community Resources | |||||||||||
| 5650 Hollins Road | Roanoke | VA | 24019 | 541108079 | 501(c)(3) | $0 | 0 | 0 | General Support | $25,000 | |
| Grandin Theatre Foundation Inc | |||||||||||
| 1310 Grandin Road | Roanoke | VA | 24015 | 010557881 | 501(c)(3) | $0 | 0 | 0 | Community Engagement | $25,000 | |
| Feeding America Southwest Virginia | |||||||||||
| 1025 Electirc Rd | Salem | VA | 24153 | 541939556 | 501(c)(3) | $0 | 0 | 0 | VeggieMobile-Nutrition | $22,000 | |
| VA Blue Ridge Affiliate of Susan G Komen for the Cure | |||||||||||
| 4910 Valley View Blvd Ste212 | Roanoke | VA | 24012 | 562619425 | 501(c)(3) | $0 | 0 | 0 | General Support | $20,000 | |
| Virginia Foundation for Independent Colleges | |||||||||||
| 8010 Ridge Road | Richmond | VA | 23229 | 540554396 | 501(c)(3) | $0 | 0 | 0 | Educational Attainment | $20,000 | |
| Happy Healthy Cooks | |||||||||||
| 1914 Belleview Rd | Roanoke | VA | 24013 | 464937238 | 501(c)(3) | $0 | 0 | 0 | School Nutrition Program | $19,000 | |
| American Heart Association | |||||||||||
| PO Box 4002906 | Des Moines | IA | 503402906 | 135613797 | 501(c)(3) | $0 | 0 | 0 | General Support | $17,500 | |
| Total Action for Progress | |||||||||||
| PO Box 2868 | Roanoke | VA | 24001 | 546057095 | 501(c)(3) | $0 | 0 | 0 | Dental Health Initiative/General Support | $16,000 | |
| Foundation for Rehabilitation Equipment & Endowment | |||||||||||
| PO Box 8873 | Roanoke | VA | 24014 | 541934695 | 501(c)(3) | $0 | 0 | 0 | Operational Support | $15,800 | |
| Junior Achievement of Southwest Virginia | |||||||||||
| 3433 Brambleton Ave Suite 202B | Roanoke | VA | 24018 | 540628293 | 501(c)(3) | $0 | 0 | 0 | General Support | $15,094 | |
| Family Services of Roanoke Valley | |||||||||||
| 360 Campbell Ave SW | Roanoke | VA | 24016 | 540505946 | 501(c)(3) | $0 | 0 | 0 | Counselling | $15,000 | |
| Mill Mountain Theatre | |||||||||||
| One Market Square SE - 2nd Floor | Roanoke | VA | 24011 | 540792067 | 501(c)(3) | $0 | 0 | 0 | General Support | $15,000 | |
| Young Audiences Arts for Learning Virginia | |||||||||||
| 420 North Center Drive Ste 239 | Norfolk | VA | 23502 | 546063377 | 501(c)(3) | $0 | 0 | 0 | Youth Dance/Math Program | $12,200 | |
| Opera Roanoke | |||||||||||
| 20 East Church Avenue 3rd Floor | Roanoke | VA | 24011 | 510213334 | 501(c)(3) | $0 | 0 | 0 | General Support | $10,000 | |
| Roanoke Community Garden Association | |||||||||||
| 655 Highland AveSE | Roanoke | VA | 24013 | 262082150 | 501(c)(3) | $0 | 0 | 0 | Community Gardens | $10,000 | |
| Roanoke Outside | |||||||||||
| 111 Franklin Plaza | Roanoke | VA | 24011 | 451648056 | 501(c)(3) | $0 | 0 | 0 | Marathon | $10,000 | |
| Scott Robertson Memorial Junior Golf Academy | |||||||||||
| 3707 Densmore Road NW | Roanoke | VA | 24017 | 201237999 | 501(c)(3) | $0 | 0 | 0 | Parent-Child Tournament | $10,000 | |
| The Medical Society of Virginia | |||||||||||
| 2924 Emerywood Parkway Suite 300 | Richmond | VA | 23294 | 540299956 | 501(c)(3) | $0 | 0 | 0 | Sponsorship | $10,000 | |
| RX Partnership | |||||||||||
| 2924 Emerywood Pky Ste 300 | Richmond | VA | 23294 | 571186937 | 501(c)(3) | $0 | 0 | 0 | Rx Access Program | $9,310 | |
| National Multiple Sclerosis Society Central & Eastern Virginia Chapter | |||||||||||
| 4200 Innslake Drive | Glen Allen | VA | 23060 | 540633474 | 501(c)(3) | $0 | 0 | 0 | General Support | $7,500 | |
| Roanoke Academy of Medicine Alliance Foundation | |||||||||||
| 2911 Crystal Spring Ave | Roanoke | VA | 24014 | 510218435 | 501(c)(3) | $0 | 0 | 0 | General Support | $7,500 | |
| Western Virginia Foundation For The Arts And Sciences | |||||||||||
| One Market Square | Roanoke | VA | 24011 | 510238900 | 501(c)(3) | $0 | 0 | 0 | General Support | $7,500 | |
| Juvenile Diabetes | |||||||||||
| 3959 Electric Rd Ste222 | Roanoke | VA | 24012 | 231907729 | 501(c)(3) | $0 | 0 | 0 | General Support | $6,500 | |
| Arthritis Foundation Inc | |||||||||||
| 1355 Peachtree Street NE Sutie 600 | Atlanta | GA | 30309 | 581341679 | 501(c)(3) | $0 | 0 | 0 | General Support | $5,000 | |
| Boys & Girls Clubs of Southwest Virginia Inc | |||||||||||
| 1714 9th Street SE | Roanoke | VA | 24013 | 541867366 | 501(c)(3) | $0 | 0 | 0 | Wellness Program | $5,000 | |
| Hollins University Corporation | |||||||||||
| PO Box 9658 | Roanoke | VA | 24020 | 540506314 | 501(c)(3) | $0 | 0 | 0 | Scholarship | $5,000 | |
| March of Dimes Greater Roanoke | |||||||||||
| 2840 Electric Road - Suite 102A | Roanoke | VA | 24018 | 131846366 | 501(c)(3) | $0 | 0 | 0 | General Support | $5,000 | |
| Greater Roanoke Transit | |||||||||||
| 1108 Campbell Ave SE | Roanoke | VA | 24013 | 540982022 | 501(c)(3) | Trolley Service | $38,754 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 46 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| Endowment-funded indigent patient medical bills | 36 | $86,063 |
| Transportation Assistance | 1733 | $60,100 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule I, Part I, Line 2 | The hospital donates funds to other 501(c)3 charitable organizations with a similar mission. Such organizations also have community boards which oversee the expenditure of such funds. Carilion Medical Center also has a program under which funds are granted to community organizations with a focus on chidren's health and well-being. A committee of Carilion Medical Center employees and an independent physician reviews the applications and selects the recipients. Recipients sign a letter of agreement that delineates the terms and objectives of the project. One mid-year project report, a site visit and a final program evaluation reports on the program's services, outcomes and budget. For Carilion Clinic's Community Grant Program, each grantee must sign a letter of agreement with Carilion Clinic that delineates the terms and specific objectives of the project. By accepting a Carilion award, grantees are asked to acknowledge the support of Carilion Clinic in all materials and/or related special events or fundraisers throughout the award cycle where other donors are publicly recognized. One mid-cycle progress report and a final program evaluation are required for each funded project. Site visits may be made to new grantees. Program evaluation includes organizational effectiveness, program impact, and community benefit through collection of data including clients served, cost effectiveness of the program (cost per client of service), tangible community or client outcomes, and specific efforts to cultivate diverse funding sources for program sustainability. Each grantee must agree to submit requested data and reports on a timely basis and to complete the evaluation process as requested. |
| Schedule I, Part III, Line 1 | Grant requests for indigent patients are evaluated for eligibility based on the restriction criteria placed by the grantor of the endowment, account payment status and funds available under the grant. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (23 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| John H Burton MD | ||||||||||||||
| Director | $479,335 | $0 | $96,918 | $0 | $3,102 | $0 | $52,261 | $0 | $11,535 | $0 | $643,151 | $0 | $0 | $0 |
| Cynda A Johnson MD | ||||||||||||||
| Director | $0 | $593,756 | $0 | $10,000 | $0 | $7,423 | $0 | $71,531 | $0 | $8,697 | $0 | $691,407 | $0 | $0 |
| Clifford A Nottingham MD | ||||||||||||||
| Director | $0 | $303,423 | $0 | $36,944 | $0 | $6,697 | $0 | $134,784 | $0 | $8,428 | $0 | $490,276 | $0 | $0 |
| Patrice M Weiss MD | ||||||||||||||
| Director | $0 | $560,900 | $0 | $112,459 | $0 | $6,277 | $0 | $118,149 | $0 | $14,187 | $0 | $811,972 | $0 | $0 |
| Ralph E WhatleyIII MD | ||||||||||||||
| Director | $461,603 | $0 | $85,555 | $0 | $10,344 | $0 | $81,573 | $0 | $11,349 | $0 | $650,424 | $0 | $0 | $0 |
| Nancy Howell Agee | ||||||||||||||
| Director/CEO | $0 | $1,137,025 | $0 | $332,354 | $0 | $152,222 | $0 | $2,158,081 | $0 | $10,118 | $0 | $3,789,800 | $0 | $141,071 |
| Steve C Arner | ||||||||||||||
| Director/President/CEO | $0 | $404,698 | $0 | $75,226 | $0 | $3,985 | $0 | $111,082 | $0 | $12,704 | $0 | $607,695 | $0 | $0 |
| Tracy W Criss MD | ||||||||||||||
| Director/Chief of Medical Staff | $183,093 | $0 | $50,076 | $0 | $2,461 | $0 | $67,611 | $0 | $10,695 | $0 | $313,936 | $0 | $0 | $0 |
| David S Hagadorn | ||||||||||||||
| Assistant Treasurer | $0 | $128,218 | $0 | $2,500 | $0 | $7,499 | $0 | $26,279 | $0 | $819 | $0 | $165,315 | $0 | $0 |
| Donald B Halliwill | ||||||||||||||
| Assistant Treasurer/EVP/CFO | $0 | $460,065 | $0 | $86,171 | $0 | $4,271 | $0 | $108,666 | $0 | $11,404 | $0 | $670,577 | $0 | $0 |
| G Robert Vaughan Jr | ||||||||||||||
| Treasurer | $0 | $248,071 | $0 | $47,425 | $0 | $10,549 | $0 | $70,577 | $0 | $11,254 | $0 | $387,876 | $0 | $0 |
| Bruce A Long MD | ||||||||||||||
| Physician, Dept. Chair | $489,572 | $0 | $223,307 | $0 | $3,553 | $0 | $45,112 | $0 | $11,535 | $0 | $773,079 | $0 | $0 | $0 |
| Joseph T Moskal MD | ||||||||||||||
| Physician, Dept. Chair | $1,080,145 | $0 | $218,109 | $0 | $7,343 | $0 | $75,199 | $0 | $11,535 | $0 | $1,392,331 | $0 | $0 | $0 |
| Jon M Sweet MD | ||||||||||||||
| Physician, Dept. Chair | $238,669 | $0 | $71,884 | $0 | $2,378 | $0 | $47,745 | $0 | $7,640 | $0 | $368,316 | $0 | $0 | $0 |
| Jonathan J Carmouche MD | ||||||||||||||
| Physician | $1,036,482 | $0 | $546,282 | $0 | $2,549 | $0 | $19,831 | $0 | $11,535 | $0 | $1,616,679 | $0 | $0 | $0 |
| Cay M Mierisch MD | ||||||||||||||
| Physician | $823,078 | $0 | $208,389 | $0 | $2,833 | $0 | $35,568 | $0 | $11,795 | $0 | $1,081,663 | $0 | $0 | $0 |
| Gary R Simonds MD | ||||||||||||||
| Physician | $869,842 | $0 | $326,108 | $0 | $5,353 | $0 | $58,547 | $0 | $11,535 | $0 | $1,271,385 | $0 | $0 | $0 |
| Caleb J Behrend MD | ||||||||||||||
| Physician | $652,920 | $0 | $330,239 | $0 | $2,562 | $0 | $6,483 | $0 | $11,535 | $0 | $1,003,739 | $0 | $0 | $0 |
| Gregory A Howes MD | ||||||||||||||
| Physician | $736,978 | $0 | $228,597 | $0 | $20,204 | $0 | $0 | $0 | $11,795 | $0 | $997,574 | $0 | $0 | $0 |
| Thomas D Denberg MD PhD | ||||||||||||||
| Former Chief Strategy Officer | $0 | $395,252 | $0 | $88,182 | $0 | $21,905 | $0 | -$21,708 | $0 | $11,680 | $0 | $495,311 | $0 | $0 |
| Briggs W Andrews | ||||||||||||||
| Former Secretary | $0 | $294,741 | $0 | $71,120 | $0 | $113,407 | $0 | $61,932 | $0 | $2,652 | $0 | $543,852 | $0 | $109,782 |
| Donald E Lorton | ||||||||||||||
| Former CFO | $0 | $0 | $0 | $0 | $0 | $130,613 | $0 | $0 | $0 | $0 | $0 | $130,613 | $0 | $130,613 |
| Edward Murphy MD | ||||||||||||||
| Former CEO | $0 | $0 | $0 | $0 | $0 | $18,155 | $0 | $0 | $0 | $0 | $0 | $18,155 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 3 | The organization has a single member, Carilion Clinic, a charitable tax-exempt organization which serves as the parent company of the Carilion Clinic integrated health care delivery system. Executive compensation, including that of the organization's Chief Executive Officer, 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. This review was performed in November 2015 and September 2016. In addition, the Compensation Committee annually reviews the compensation philosophy for all executive leaders, including the CEO. This review included review of a comprehensive report from an 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, bonuses 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, the list of which 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. |
| Part I, Line 4b | Select members of management participate in a Pension Restoration Plan. This plan provides a benefit equal to the normal retirement benefit that would be payable to the participant were it not for the Qualified Plan's legislative restrictions on compensation and payable benefits, less the actual benefits under the Qualified Plan. Entitlement to benefits and consequent lump sum payment occurs upon attaining age 65 while employed by Carilion Clinic, disability, or 24 months after certain qualifying separations from service. Upon the death of the participant, the plan shall pay the participant's beneficiary according to plan terms. Select members of management participate in an Executive Flexible Benefit Plan, in which an allowance is provided to the participant for use in obtaining certain insurance benefits. The allowance is determined annually as a percentage of salary at Carilion Clinic's discretion. The amount of allowance in excess of elected benefits is 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. The CAA shall be distributed in a lump sum upon vesting while employed by Carilion, disability, or 24 months following certain qualifying separations from service. Upon the death of the participant, the plan shall pay the participant's beneficiary according to plan terms. Select members of management participate in a Defined Contribution Supplemental Executive Retirement Plan (DC SERP) in which the employer at the discretion of Carilion Clinic's Board of Directors 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. Payments during the calendar year under these plans included the following: Nancy Howell Agee $141,071 Briggs Andrews $109,782 Donald Lorton $130,613 |
| Part I, Line 7 | The organization pays annual bonus compensation to management based on scorecard performance. While the scorecard contains a formula as a basis for determining overall performance, senior managers have discretion to include additional elements in their assessment of managers reporting to them. In addition, for top management, the actual bonus awarded is in the discretion of the Carilion Clinic Board of Directors Compensation Committee, although it is based on the scorecard measures. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| Industrial Development Authority of the City of Roanoke VA | ||||||||
| A | 541106038 | 770084EQ0 | 2014-04-09 | $125,000,000 | Reissuance of Series 2005A originally issued on 12/14/05 | 0 | 0 | 0 |
| VA Small Business Financing Authority Hospital Revenue Bonds | ||||||||
| B | 541300845 | 928101AE4 | 2014-03-25 | $11,950,000 | Reissuance of Series 2008A and 2008B originally issued on 07/16/08 | 0 | 0 | 0 |
| Industrial Development Authority of the City of Roanoke VA | ||||||||
| C | 541106038 | 770082AB1 | 2010-10-13 | $96,404,094 | Refunding of Series 2003A-C Bonds (08/03), Issuance Costs | 0 | 0 | 0 |
| Economic Development Authority of the City of Roanoke VA | ||||||||
| D | 541106038 | 770082AW5 | 2012-02-09 | $69,968,434 | Refunding of Series 2000 and 2002A Bonds, Issuance Costs, Capital Projects | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Capital ExpendituresCapitalExpendituresAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $1,890,000 | $125,000,000 | $797,940 | $1,940,086 | $122,261,974 | 2007 | Yes (1) | 0 | Yes (1) | Yes (1) | |
| B | $11,950,000 | $107,259 | 2009 | 0 | 0 | Yes (1) | Yes (1) | $11,842,741 | |||
| C | $96,404,094 | $1,229,094 | $95,175,000 | Yes (1) | 0 | Yes (1) | Yes (1) | ||||
| D | $21,045,000 | $69,968,434 | $771,282 | $64,007,954 | 2011 | 0 | Yes (1) | Yes (1) | Yes (1) | $5,189,198 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | Yes (1) | Yes (1) | Yes (1) | 0 | 0.00120 | 0.00000 | 0.00120 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) | ||||
| C | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) | ||||
| D | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Term Of GICTermOfGICPct | Regulatory Safe Harbor StsfdRegulatorySafeHarborStsfdInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AIG | |||||||||||
| A | 0 | 0 | 0 | Yes (1) | Yes (1) | 0 | Yes (1) | 0.300000000000 | Yes (1) | 0 | Yes (1) |
| (no name) | |||||||||||
| B | 0 | 0 | 0 | Yes (1) | Yes (1) | 0 | 0 | 0 | Yes (1) | ||
| (no name) | |||||||||||
| C | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) | ||
| (no name) | |||||||||||
| D | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) | ||
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
| D | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Date Rebate Computation Performed | Issuer Name: Industrial Development Authority of the City of Roanoke, VA, Date the Rebate Computation was Performed: 04/30/2009 Issuer Name: VA Small Business Financing Authority, Hospital Revenue Bonds Date the Rebate Computation was Performed: 06/22/2011 Issuer Name: Industrial Development Authority of the City of Roanoke, VA Date the Rebate Computation was Performed: 04/29/2011 Issuer Name: Economic Development Authority of the City of Roanoke, VA Date the Rebate Computation was Performed: 04/04/2013 Issuer Name: Industrial Development Authority of the City of Roanoke, VA Date the Rebate Computation was Performed: 05/04/2011 |
| Schedule K, Bond Issues | (a) Issuer Name: Part I, Line A Industrial Development Authority of the City of Roanoke, VA, Hospital Revenue Bonds, Carilion Health System Obligated Group, Series 2005A (a) Issuer Name: Part I, Line B VA Small Business Financing Authority, Hospital Revenue Bonds, Carilion Clinic Obligated Group, Series 2008A & 2008B (a) Issuer Name: Part I, Line C Industrial Development Authority of the City of Roanoke, VA, Hospital Revenue Bonds, Carilion Health System Obligated Group, Series 2010 (a) Issuer Name: Part I, Line D Economic Development Authority of the City of Roanoke, VA, Hospital Revenue Bonds, Carilion Clinic Obligated Group, Series 2012 (a) Issuer Name: Part I, Line E Industrial Development Authority of the City of Roanoke, VA, Hospital Revenue Refunding Bonds, Carilion Clinic Obligated Group, Series 2005B & 2005C |
| Schedule K, Part II | All bond issues- multiple entities across multiple jurisdictions; therefore, proceeds allocated to multiple hospitals. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Industrial Development Authority of the City of Roanoke VA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 541106038 | BondIssuerEIN |
| CUSIP | 770084FU0 | CUSIPNum |
| Bond Issued | 2010-10-13 | BondIssuedDt |
| Issue Price | $98,852,291 | IssuePriceAmt |
| Purpose | Reoffering Circular and interest rate conversion to fixed, Issuance Costs | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $16,957,000 | RetiredAmt |
| Total Proceeds | $98,852,291 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $1,068,912 | IssuanceCostsFromProceedsAmt |
| Credit Enhancement | $41,693 | CreditEnhancementAmt |
| Other Spent Proceeds | $97,741,687 | OtherSpentProceedsAmt |
| Substantial Completion | 2007 | SubstantialCompletionYr |
| Current Refunding | Yes (1) | CurrentRefundingInd |
| Advance Refunding | 0 | AdvanceRefundingInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | Yes (1) | NoRebateDueInd |
| Variable Rate Issue | Yes (1) | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | Yes (1) | GrossProceedsInvestedInGICInd |
GIC Provider Name GICProviderName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AIG | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Of GIC | 0.300000000000 | TermOfGICPct |
| Regulatory Safe Harbor Stsfd | Yes (1) | RegulatorySafeHarborStsfdInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (3 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| 1 Eric Chen MD | |||
| See Part V | $313,814 | Employee | 0 |
| 2 Bruce Johnson MD | |||
| See Part V | $331,982 | Employee | 0 |
| 3 Mary Sweet MD | |||
| See Part V | $360,516 | Employee | 0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Sched. L Part IV | FormAndLineReferenceDesc |
| Explanation | (1) Family member of Lauren Chen, Officer.(2) Family member of Cynda Johnson, Director.(3) Family member of Jon Sweet, Key Employee. | ExplanationTxt |
Schedule M IRS990ScheduleM
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $5,334 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Collectibles CollectiblesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 23 | ContributionCnt |
| Noncash Contributions Rpt F990 | $11,516 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 37 | ContributionCnt |
| Noncash Contributions Rpt F990 | $10,052 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | Gift Cards | 66 | $28,653 | FMV |
| Yes (X) | Event Prizes | 1 | $2,000 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Column (b): | FormAndLineReferenceDesc |
| Explanation | Number of contributions represents the number of items contributed. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (12 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part I, Line 6 | The hospital operates a Customer Service-based program for volunteers and we do anything to make our patients and patient families comfortable in very uncomfortable circumstances. Tasks include delivering mail, delivering flowers, greeting and escorting patients and providing snacks in the hospital waiting rooms. Through Hospice, volunteers provide respite support for caregivers, visits for socialization and comforting presence, checking calls, take care of patients' pets, sing to patients, pet therapy, yoga therapy, help in the hospice office, assist with fundraisers, assist with bereavement support activities, deliver birthday gifts, make holiday gifts and memory quilts and record patient's life stories. |
| Form 990, Part V, Line 1a | 1099s are issued on Carilion Medical Center's behalf by Carilion Services, Inc., a related supporting organization providing management and administrative services, including payment processing. |
| Form 990, Part VI, Section A, line 2 | 1. Nancy Howell Agee, Steve Arner, Lauren J. Chen, David S. Hagadorn, Nicholas C. Conte, Donald B. Halliwill, Cynda A. Johnson, M.D., G. Robert Vaughan, Jr., Clifford A. Nottingham, M.D., Patrice M. Weiss, M.D., and Ralph E. Whatley, M.D. - Business relationship due to each serving as officers, directors, and/or employees of the same related organizations. |
| Form 990, Part VI, Section A, line 3 | Certain management and related services for the organization are provided by the management and employees of Carilion Services, Inc., a related organization and supporting organization of the filing organization. Compensation of the following individuals listed in Part VII, Section A was provided by Carilion Services Inc.: Nancy Howell Agee, Briggs Andrews, Steven Arner, Lauren Chen, Thomas Denberg, David Hagadorn, Donald Halliwill, Donald Lorton, Edward Murphy, G. Robert Vaughan, Patrice Weiss. |
| Form 990, Part VI, Section A, line 6 | The organization has a single member. The sole member is Carilion Clinic, a charitable tax-exempt organization which serves as the parent company of the Carilion Clinic integrated health care delivery system. The sole member elects the directors of the organization and has certain other reserved powers. |
| Form 990, Part VI, Section A, line 7a | The sole member of the organization, Carilion Clinic, elects the members of the governing body of the organization periodically as terms expire. The sole member also has the right to remove directors and fill any vacancies on the board that may occur for any reason. |
| Form 990, Part VI, Section A, line 7b | The sole member of the organization, Carilion Clinic, holds reserved powers with respect to certain enumerated actions, including appointment of CEO; approval of borrowings, budgets, and strategic plans; and amendments of Articles of Incorporation and Bylaws. Approval by the Board of Directors of Carilion Clinic is required for such actions. In addition to the reserved powers, under the laws of the Commonwealth of Virginia, certain extraordinary actions require member approval, such as mergers, consolidations, liquidations, and the sale of substantially all of the assets of the organization. See also Schedule O disclosure for Form 990, Part VI, Section A, Line 7a. |
| Form 990, Part VI, Section B, line 11 | 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 outside CPA firm. Several days prior to filing, all Board Members were notified by email of its availability on Carilion's Board portal, which is the mechanism used to disseminate meeting materials to the directors, and were encouraged to call with any questions they might have. |
| Form 990, Part VI, Section B, line 12c | 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 Audit & 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, Section B, line 15 | The organization has a single member, Carilion Clinic, a charitable tax-exempt organization which serves as the parent company of the Carilion Clinic integrated health care delivery system. 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, Executive Vice Presidents, Chief Financial Officer, Chief Medical Officer, select Senior Vice Presidents, and physician Chairs of the Clinical Departments. This review was performed in November 2015 and September 2016. For the fiscal year covered by this return, the Compensation Committee also used the same process to review the compensation of all Senior Vice Presidents and other Disqualified Individuals, including the Hospital Vice Presidents. These reviews were performed in September and November 2015, and September 2016, respectively. 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 all employed physicians and physicians in leadership roles. Some officers of the organization who are not compensated in their capacity as an officer but rather in their role as an employee in a position not mentioned above are not subject to Committee review. This review included review of a comprehensive report from an outside compensation consultant specializing in healthcare organizations for select positions and 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, bonuses 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, Section C, line 19 | The organization's governing documents, conflict of interest statement, and financial statements are not generally available to the public, but are released from time to time upon request. The Articles of Incorporation are available from the Virginia State Corporation Commission. The consolidated audited financial statements of Carilion Clinic and of the Obligated Group are released annually to the local newspaper. Limited financial information is available on our website. |
| Form 990, Part XI, line 9: | Transfers to/from Affiliates 1,086,059. Pension-related changes other than net periodic pension costs -91,847,636. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RMH Emergency Services LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 12385 | AddressLine1Txt |
| City | Roanoke | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 24025 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 541686589 | EIN |
| Primary Activities | Physician billing | PrimaryActivitiesTxt |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Total Income | $0 | TotalIncomeAmt |
| End Of Year Assets | $0 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Carilion Medical Center | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Carilion Clinic | |||||||||||
| PO Box 12385 | Roanoke | VA | 24025 | 541190771 | Supporting organization | VA | 501(c)(3) | Line 11b, II | N/A | 0 | |
| Carilion Clinic Foundation | |||||||||||
| PO Box 12385 | Roanoke | VA | 24025 | 541190773 | Fundraising | VA | 501(c)(3) | Line 7 | Yes (1) | Carilion Clinic | |
| Carilion Franklin Memorial Hospital | |||||||||||
| PO Box 12385 | Roanoke | VA | 24025 | 540480606 | Healthcare | VA | 501(c)(3) | Line 3 | Yes (1) | Carilion Clinic | |
| Carilion Giles Community Hospital | |||||||||||
| PO Box 12385 | Roanoke | VA | 24025 | 540549603 | Healthcare | VA | 501(c)(3) | Line 3 | Yes (1) | Carilion Clinic | |
| Carilion New River Valley Medical Center | |||||||||||
| PO Box 12385 | Roanoke | VA | 24025 | 540553805 | Healthcare | VA | 501(c)(3) | Line 3 | Yes (1) | Carilion Clinic | |
| Carilion Services Inc | |||||||||||
| PO Box 12385 | Roanoke | VA | 24025 | 541190879 | Supporting organization | VA | 501(c)(3) | Line 11b, II | Yes (1) | Carilion Clinic | |
| Carilion Stonewall Jackson Hospital | |||||||||||
| PO Box 12385 | Roanoke | VA | 24025 | 540568001 | Healthcare | VA | 501(c)(3) | Line 3 | Yes (1) | Carilion Clinic | |
| Carilion Tazewell Community Hospital | |||||||||||
| PO Box 12385 | Roanoke | VA | 24025 | 546074580 | Healthcare | VA | 501(c)(3) | Line 3 | Yes (1) | Carilion Clinic | |
| Carilion Biomedical Institute | |||||||||||
| PO Box 12385 | Roanoke | VA | 24025 | 541965057 | Supporting organization | VA | 501(c)(3) | Line 11a, I | Yes (1) | Carilion Clinic | |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd | OwnershipOwnershipPct |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Franklin County Ventures LLC | |||||||||||||
| PO Box 12385 | Roanoke | VA | 24025 | 474365316 | Real estate | VA | Carilion Clinic | Related | -$609 | $41,942 | 0 | 0 | 0.10000 |
| Carilion Clinic Medicare Shared Savings Company LLC | |||||||||||||
| PO Box 12385 | Roanoke | VA | 24025 | 455235473 | Medicare HMO | VA | Carilion Clinic | Related | -$801,314 | $1 | 0 | 0 | 0.50000 |
| Community Medical Associates LLP | |||||||||||||
| PO Box 12385 | Roanoke | VA | 24025 | 541517662 | Real estate | VA | Carilion Medical Center | Related | $87,525 | $865,030 | 0 | 0 | 0.47300 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| CHS Inc | |||||||||
| PO Box 12385 | Roanoke | VA | 24025 | 541725732 | Services | VA | N/A | C | Yes (1) |
| Carilion Clinic Medicare Resources LLC | |||||||||
| PO Box 12385 | Roanoke | VA | 24025 | 263729975 | Medicare HMO | VA | N/A | C | Yes (1) |
| Carilion Behavioral Health Inc | |||||||||
| PO Box 12385 | Roanoke | VA | 24025 | 203136891 | Healthcare | VA | N/A | C | Yes (1) |
| Carilion Emergency Services Inc | |||||||||
| PO Box 12385 | Roanoke | VA | 24025 | 542033006 | Healthcare | VA | N/A | C | Yes (1) |
| SCA Credit Services Inc | |||||||||
| PO Box 12385 | Roanoke | VA | 24025 | 541180398 | Collection agency | VA | N/A | C | Yes (1) |
| Carilion Healthcare Corporation | |||||||||
| PO Box 12385 | Roanoke | VA | 24025 | 541586601 | Healthcare | VA | N/A | C | Yes (1) |
| MedKey Inc | |||||||||
| PO Box 12385 | Roanoke | VA | 24025 | 541645357 | Financing services | VA | N/A | C | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (1) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (1) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (24 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Carilion Services Inc | ||
| A | $2,270,001 | Cost |
| Carilion Clinic Foundation | ||
| A | $37,560 | Cost |
| CHS Inc | ||
| A | $74,033 | Cost |
| Carilion Emergency Services | ||
| A | $93,132 | Cost |
| Carilion Healthcare Corporation | ||
| A | $26,208 | Cost |
| Carilion New River Valley Medical Center | ||
| L | $3,823,720 | Cost |
| Carilion Giles Community Hospital | ||
| L | $1,341,578 | Cost |
| Carilion Franklin Memorial Hospital | ||
| L | $1,804,068 | Cost |
| Carilion Stonewall Jackson Hospital | ||
| L | $1,499,238 | Cost |
| Carilion Tazewell Community Hospital | ||
| L | $1,441,788 | Cost |
| Carilion Services Inc | ||
| L | $1,197,701 | Cost |
| Carilion Behavioral Health | ||
| L | $126,567 | Cost |
| Carilion Emergency Services | ||
| L | $117,401 | Cost |
| Carilion Healthcare Corporation | ||
| L | $313,039 | Cost |
| MedKey Inc | ||
| L | -$352,161 | Cost |
| Carilion New River Valley Medical Center | ||
| K | $84,653 | Cost |
| Carilion Tazewell Community Hospital | ||
| M | $84,160 | Cost |
| Carilion Services Inc | ||
| K | $52,805 | Cost |
| Carilion Services Inc | ||
| M | $157,519,721 | Cost |
| CHS Inc | ||
| K | $3,126,285 | Cost |
| CHS Inc | ||
| M | $5,505,302 | Cost |
| Carilion Behavioral Health | ||
| M | $121,778 | Cost |
| SCA Credit Services Inc | ||
| M | $680,547 | Cost |
| Carilion Services Inc | ||
| R | $3,425,699 | Cash |
Comments