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Nonprofiteer
← CARILION MEDICAL CENTER

Form 990 for tax year 2023

Filed by CARILION MEDICAL CENTER.

Totals

Total revenue
$1,983,462,548
Total expenses
$1,918,638,997
Contributions and grants received
$10,677,232
Grants paid
$6,123,879
Program services expenses (Part IX)
$1,646,234,721
Management and general expenses
$272,124,873
Fundraising expenses
$279,403
Program service expenses (Part III)
$1,646,234,721

Program services were 85.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Damon Williams

    Director/Chair

    Total calculated
    $10,748
    From this org
    $0
    From related orgs
    $10,748
    Other
    $0
    Hours/week
    2 + 4.5 related

  • Steven Arner

    Director/President/CEO

    Total calculated
    $1,619,810
    From this org
    $0
    From related orgs
    $1,410,192
    Other
    $209,618
    Hours/week
    42 + 8 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,044,670 related
    Bonus
    $0 + $164,317 related
    Other
    $0 + $201,205 related
    Deferred
    $0 + $184,622 related
    Nontaxable benefits
    $0 + $24,996 related
    Filer's total
    $0 + $1,619,810 related

  • Ann Hoff PhD

    Director

    Total calculated
    $1,123
    From this org
    $0
    From related orgs
    $1,123
    Other
    $0
    Hours/week
    2

  • Cathy Jo Swanson MD

    Director / Chief of Medical Staff

    Total calculated
    $90,000
    From this org
    $90,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • Daniel Tershak MD

    Director/Chief of Medical Staff

    Total calculated
    $562,402
    From this org
    $530,882
    From related orgs
    $0
    Other
    $31,520
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $470,339
    Bonus
    $41,990
    Other
    $18,553
    Deferred
    $8,465
    Nontaxable benefits
    $23,055
    Filer's total
    $562,402

  • Isabel Thornton

    Director

    Total calculated
    $0
    Hours/week
    2

  • Jamie Greenawalt

    Director

    Total calculated
    $0
    Hours/week
    2

  • Janet Frantz

    Director

    Total calculated
    $1,123
    From this org
    $0
    From related orgs
    $1,123
    Other
    $0
    Hours/week
    2

  • Katherin Elam

    Director

    Total calculated
    $0
    Hours/week
    2

  • Kianna Price Marshall

    Director

    Total calculated
    $1,123
    From this org
    $0
    From related orgs
    $1,123
    Other
    $0
    Hours/week
    2

  • Lee Learman MD PhD

    Director/Physician

    Total calculated
    $8,655
    From this org
    $8,655
    From related orgs
    $0
    Other
    $0
    Hours/week
    4.6

  • Michael Nussbaum MD

    Director/SVP/Surgical Services Chair

    Total calculated
    $1,018,063
    From this org
    $976,550
    From related orgs
    $0
    Other
    $41,513
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $789,374
    Bonus
    $101,259
    Other
    $85,917
    Deferred
    $23,702
    Nontaxable benefits
    $17,811
    Filer's total
    $1,018,063

  • Paul Haskins MD

    Director/Physician

    Total calculated
    $467,502
    From this org
    $382,001
    From related orgs
    $0
    Other
    $85,501
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $349,372
    Bonus
    $26,661
    Other
    $5,968
    Deferred
    $59,134
    Nontaxable benefits
    $26,367
    Filer's total
    $467,502

  • Donald Halliwill

    Asst. Treasurer

    Total calculated
    $1,287,159
    From this org
    $0
    From related orgs
    $1,119,248
    Other
    $167,911
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $767,976 related
    Bonus
    $0 + $117,511 related
    Other
    $0 + $233,761 related
    Deferred
    $0 + $142,915 related
    Nontaxable benefits
    $0 + $24,996 related
    Filer's total
    $0 + $1,287,159 related

  • G Robert Vaughan Jr

    Treasurer

    Total calculated
    $529,010
    From this org
    $0
    From related orgs
    $458,008
    Other
    $71,002
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $353,161 related
    Bonus
    $0 + $41,359 related
    Other
    $0 + $63,488 related
    Deferred
    $0 + $46,006 related
    Nontaxable benefits
    $0 + $24,996 related
    Filer's total
    $0 + $529,010 related

  • J Harrison Lapuasa

    Asst. Treasurer

    Total calculated
    $32,907
    From this org
    $0
    From related orgs
    $34,109
    Other
    -$1,202
    Hours/week
    0.5 + 39.5 related

  • Julie Smith-Hamilton

    Asst. Secretary

    Total calculated
    $79,103
    From this org
    $0
    From related orgs
    $60,728
    Other
    $18,375
    Hours/week
    0.5 + 39.5 related

  • Nicholas Conte

    Secretary

    Total calculated
    $1,198,610
    From this org
    $0
    From related orgs
    $1,023,717
    Other
    $174,893
    Hours/week
    3 + 47 related

    Schedule J breakdown matched by us

    Base
    $0 + $731,687 related
    Bonus
    $0 + $111,366 related
    Other
    $0 + $180,664 related
    Deferred
    $0 + $156,813 related
    Nontaxable benefits
    $0 + $18,080 related
    Filer's total
    $0 + $1,198,610 related

  • Daniel Harrington MD

    Interim Chief Medical Officer/EVP

    Total calculated
    $332,683
    From this org
    $0
    From related orgs
    $330,239
    Other
    $2,444
    Hours/week
    50 + 2 related

    Schedule J breakdown matched by us

    Base
    $0 + $320,000 related
    Bonus
    $0
    Other
    $0 + $10,239 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $2,444 related
    Filer's total
    $0 + $332,683 related

  • John Jane MD

    SVP, Chair Neurosurgery

    Total calculated
    $727,009
    From this org
    $654,291
    From related orgs
    $0
    Other
    $72,718
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $541,806
    Bonus
    $75,000
    Other
    $37,485
    Deferred
    $62,500
    Nontaxable benefits
    $10,218
    Filer's total
    $727,009

  • Jon Sweet MD

    SVP/Chair, Dept. of Medicine

    Total calculated
    $679,334
    From this org
    $596,807
    From related orgs
    $0
    Other
    $82,527
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $512,329
    Bonus
    $78,578
    Other
    $5,900
    Deferred
    $69,392
    Nontaxable benefits
    $13,135
    Filer's total
    $679,334

  • Joseph Moskal MD

    SVP/Chair, Dept. of Orthopedics

    Total calculated
    $1,446,424
    From this org
    $1,421,697
    From related orgs
    $0
    Other
    $24,727
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $1,179,271
    Bonus
    $157,985
    Other
    $84,441
    Deferred
    $0
    Nontaxable benefits
    $24,727
    Filer's total
    $1,446,424

  • Michael Abbott

    Senior Vice President

    Total calculated
    $462,048
    From this org
    $361,790
    From related orgs
    $0
    Other
    $100,258
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $318,357
    Bonus
    $36,299
    Other
    $7,134
    Deferred
    $90,491
    Nontaxable benefits
    $9,767
    Filer's total
    $462,048

  • Nancy Howell Agee

    CEO, Carilion Clinic

    Total calculated
    $3,832,497
    From this org
    $0
    From related orgs
    $3,830,705
    Other
    $1,792
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,718,407 related
    Bonus
    $0 + $353,685 related
    Other
    $0 + $1,758,613 related
    Deferred
    $0 + -$14,700 related
    Nontaxable benefits
    $0 + $16,492 related
    Filer's total
    $0 + $3,832,497 related

  • Adeolu Olasunkanmi MD

    Physician

    Total calculated
    $1,373,923
    From this org
    $1,352,897
    From related orgs
    $0
    Other
    $21,026
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $847,992
    Bonus
    $501,380
    Other
    $3,525
    Deferred
    $11,756
    Nontaxable benefits
    $9,270
    Filer's total
    $1,373,923

  • Cara Rogers MD

    Physician

    Total calculated
    $1,136,152
    From this org
    $1,111,647
    From related orgs
    $0
    Other
    $24,505
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $746,233
    Bonus
    $363,121
    Other
    $2,293
    Deferred
    $15,235
    Nontaxable benefits
    $9,270
    Filer's total
    $1,136,152

  • Eric Marvin MD

    Physician

    Total calculated
    $1,566,294
    From this org
    $1,546,060
    From related orgs
    $0
    Other
    $20,234
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $1,090,939
    Bonus
    $451,228
    Other
    $3,893
    Deferred
    -$2,821
    Nontaxable benefits
    $23,055
    Filer's total
    $1,566,294

  • Gregory Howes MD

    Physician

    Total calculated
    $1,508,212
    From this org
    $1,476,712
    From related orgs
    $0
    Other
    $31,500
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $1,217,439
    Bonus
    $256,440
    Other
    $2,833
    Deferred
    $8,445
    Nontaxable benefits
    $23,055
    Filer's total
    $1,508,212

  • Jonathan Carmouche MD

    Physician

    Total calculated
    $1,646,518
    From this org
    $1,620,383
    From related orgs
    $0
    Other
    $26,135
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $1,471,439
    Bonus
    $145,830
    Other
    $3,114
    Deferred
    $3,080
    Nontaxable benefits
    $23,055
    Filer's total
    $1,646,518

  • David Hagadorn

    Former Officer

    Total calculated
    $184,176
    From this org
    $0
    From related orgs
    $159,104
    Other
    $25,072
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $120,679 related
    Bonus
    $0
    Other
    $0 + $38,425 related
    Deferred
    $0 + $13,363 related
    Nontaxable benefits
    $0 + $11,709 related
    Filer's total
    $0 + $184,176 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · Tax indemnification and gross-up payments
  • 1a · Health or social club dues or initiation fees
  • 2 · Substantiation required before reimbursing expenses
  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

Answered no

  • 1b · Written policy on the line-1a expenses
  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Schedule J, Part I, Line 1a Tax indemnification and gross-up payments
EMPLOYEES ARE OCCASIONALLY PROVIDED SMALL GIFTS, PRIZES OR AWARDS WHICH MAY BE INCLUDED IN TAXABLE COMPENSATION AT AMOUNTS GROSSED UP FOR TAXES. DURING THE REPORTING PERIOD, Dr. NUSSBAUM, DR. LEARMAN, DR. SWEET, AND DR. MOSKAL RECEIVED SUCH BENEFIT.
Schedule J, Part I, Line 1a Health or social club dues or initiation fees
All Directors are offered a free family or individual membership to a health club owned by a related organization if they choose to accept it. Two reported individuals received this benefit, the value of which is included in reported compensation.
Schedule J, Part I, Line 1b Written policy regarding payment or reimbursement of expenses
Provision of the health club benefit is documented in Board meeting minutes and Carilion internally tracks the memberships and pays the health club directly. MANAGEMENT MAKES TAX GROSS-UP DECISIONS AT ITS DISCRETION FOR NON-ROUTINE SMALL GIFTS, PRIZES OR AWARDS CONSIDERING IRS REQUIREMENTS, AMOUNT, AND NON-CASH STATUS.
Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation
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. The Carilion Clinic Board of Directors Compensation Committee reviews the compensation of the Carilion Clinic Board of Governors annually, which includes Carilion Medical Center's President/CEO. The Compensation Committee is made up of independent Board Members of Carilion Clinic who do not have a conflict of interest with any of the executives being reviewed. This review included review of a comprehensive report from an independent, outside compensation consultant specializing in healthcare organizations for certain select positions and the prior year's report on all the reviewed positions. The reports reviewed by the Committee included a detailed comparison of total compensation and each element thereof, including base salary, bonus, 'at-risk 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.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
Mr. Abbott, Mr. Arner, Mr. Conte, Mr. Halliwill, Dr. Moskal, Dr. Nussbaum, Dr. Haskins, Dr. Jane, Dr. Sweet and Mr. Vaughan participate in a Defined Contribution Supplemental Executive Retirement Plan (DC SERP). Contributions to the plan are at the discretion of Carilion Clinic's Compensation Committee. Amounts vest and become non-forfeitable and payable upon the first of the following (1) attainment of scheduled vesting date (2) attainment of age and years of service requirements (3) disability or death while an eligible employee or (4) entitlement to severance benefits from an involuntary termination without reasonable cause or resignation with good reason. Unvested contributions made to the DC SERP in the reporting period are included in Part II, Column C of this schedule with "retirement and other deferred compensation," while vested contributions paid out during the year are included in Part II, Column B(iii). The following distributions were made to these individuals under this plan in the reporting year. Deferred in prior year and paid out in current year: $227,735 - Donald Halliwill $195,888 - Steven Arner $57,282 - G. Robert Vaughan, Jr. $172,601 - Nicholas Conte Vested and paid in current year: $75,000 - Joseph Moskal $72,352 - Michael Nussbaum Ms. Agee participates in an Executive Flexible Benefit Plan, under which she receives an allowance which can be used to obtain certain benefits, with the excess deferred until the applicable vesting date. Amounts received under this plan now vest immediately and thus are no longer deferred. $245,365 was distributed under this plan in the reporting year. In the current year Ms. Agee also received $1,500,000 per a retention agreement that had been previously reported in Part II Col. C.
Schedule J, Part I, Line 7 Non-fixed payments
The organization pays annual 'at risk' compensation to certain members of management and physicians based on performance of applicable scorecard metrics. While the scorecard contains a formula as a basis for determining overall performance, in certain cases, senior managers have discretion to include additional elements in their assessment of managers or physicians reporting to them. In addition, for top management, the actual non fixed payment awarded is determined in the discretion of the Carilion Clinic Board of Directors and its compensation committee.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
15 August 2025
IRS schema version
2023v6.0
Source object
202522279349303772

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