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Nonprofiteer
← CARILION FRANKLIN MEMORIAL HOSPITAL

Form 990 for tax year 2024

Filed by CARILION FRANKLIN MEMORIAL HOSPITAL.

What the amendment changed

Compared with the return it replaced . matched by us Only the Part I totals and the names listed in Part VII are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.

Both are the same on the two returns, so the amendment changed something else.

Totals

Total revenue
$114,894,972
Total expenses
$87,954,422
Contributions and grants received
$966,546
Grants paid
$115,217
Program services expenses (Part IX)
$70,210,835
Management and general expenses
$17,743,587
Fundraising expenses
$0
Program service expenses (Part III)
$70,210,835

Program services were 79.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • CARL CLINE JR

    DIR./SEC./TREAS./HOSPITAL VP

    Total calculated
    $577,956
    From this org
    $288,506
    From related orgs
    $0
    Other
    $289,450
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $210,106
    Bonus
    $66,809
    Other
    $11,591
    Deferred
    $270,782
    Nontaxable benefits
    $18,668
    Filer's total
    $577,956

  • VICTORIA GARDNER

    DIRECTOR/VICE CHAIR

    Total calculated
    $0
    Hours/week
    1.2

  • WILLIAM KINGERY JR

    DIRECTOR / CHAIR

    Total calculated
    $8,400
    From this org
    $0
    From related orgs
    $8,400
    Other
    $0
    Hours/week
    2.5 + 5 related

  • BARBARA JACKMAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.2

  • DAVE PETERS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.2

  • KATHERINE GOFF PHD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.2

  • SARAH STUBBS MD

    DIRECTOR

    Total calculated
    $318,843
    From this org
    $0
    From related orgs
    $228,424
    Other
    $90,419
    Hours/week
    1.2 + 48.8 related

    Schedule J breakdown matched by us

    Base
    $0 + $212,575 related
    Bonus
    $0 + $14,256 related
    Other
    $0 + $1,593 related
    Deferred
    $0 + $64,402 related
    Nontaxable benefits
    $0 + $26,017 related
    Filer's total
    $0 + $318,843 related

  • SHANNON MOORE

    DIRECTOR

    Total calculated
    $67,247
    From this org
    $0
    From related orgs
    $40,826
    Other
    $26,421
    Hours/week
    1.2 + 38.5 related

  • STEPHANIE LAREAU MD

    DIRECTOR

    Total calculated
    $451,176
    From this org
    $0
    From related orgs
    $375,112
    Other
    $76,064
    Hours/week
    1.2 + 48.8 related

    Schedule J breakdown matched by us

    Base
    $0 + $346,579 related
    Bonus
    $0 + $25,526 related
    Other
    $0 + $3,007 related
    Deferred
    $0 + $66,294 related
    Nontaxable benefits
    $0 + $9,770 related
    Filer's total
    $0 + $451,176 related

  • STEVEN ARNER

    DIRECTOR/CEO-CARILION CLINIC

    Total calculated
    $2,205,266
    From this org
    $0
    From related orgs
    $1,715,344
    Other
    $489,922
    Hours/week
    2.5 + 47.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,184,280 related
    Bonus
    $0 + $281,741 related
    Other
    $0 + $249,323 related
    Deferred
    $0 + $462,803 related
    Nontaxable benefits
    $0 + $27,119 related
    Filer's total
    $0 + $2,205,266 related

  • W MARK CHURCH PHD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.2

  • DONALD HALLIWILL

    ASST. TREASURER/EVP/CFO

    Total calculated
    $1,716,217
    From this org
    $0
    From related orgs
    $1,309,012
    Other
    $407,205
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $825,952 related
    Bonus
    $0 + $207,880 related
    Other
    $0 + $275,180 related
    Deferred
    $0 + $380,086 related
    Nontaxable benefits
    $0 + $27,119 related
    Filer's total
    $0 + $1,716,217 related

  • G ROBERT VAUGHAN JR

    ASST. TREASURER/SVP

    Total calculated
    $869,826
    From this org
    $0
    From related orgs
    $543,489
    Other
    $326,337
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $382,897 related
    Bonus
    $0 + $73,983 related
    Other
    $0 + $86,609 related
    Deferred
    $0 + $299,218 related
    Nontaxable benefits
    $0 + $27,119 related
    Filer's total
    $0 + $869,826 related

  • J HARRISON LAPUASA

    ASST. TREASURER

    Total calculated
    $127,406
    From this org
    $0
    From related orgs
    $117,661
    Other
    $9,745
    Hours/week
    0.5 + 39.5 related

  • JULIE SMITH-HAMILTON

    ASST. SECRETARY

    Total calculated
    $90,373
    From this org
    $0
    From related orgs
    $63,772
    Other
    $26,601
    Hours/week
    0.5 + 39.5 related

  • NICHOLAS CONTE

    ASST. SECRETARY/EVP/CLO

    Total calculated
    $1,486,316
    From this org
    $0
    From related orgs
    $1,218,022
    Other
    $268,294
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $786,488 related
    Bonus
    $0 + $196,275 related
    Other
    $0 + $235,259 related
    Deferred
    $0 + $248,836 related
    Nontaxable benefits
    $0 + $19,458 related
    Filer's total
    $0 + $1,486,316 related

  • ANGELA TURNER

    SONOGRAPHER

    Total calculated
    $192,356
    From this org
    $138,132
    From related orgs
    $0
    Other
    $54,224
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $133,648
    Bonus
    $425
    Other
    $4,059
    Deferred
    $45,412
    Nontaxable benefits
    $8,812
    Filer's total
    $192,356

  • JOANNA MULLINS

    RN

    Total calculated
    $167,389
    From this org
    $135,137
    From related orgs
    $0
    Other
    $32,252
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $129,571
    Bonus
    $425
    Other
    $5,141
    Deferred
    $31,827
    Nontaxable benefits
    $425
    Filer's total
    $167,389

  • LORI MCCLURE

    PHARMACY MANAGER

    Total calculated
    $331,297
    From this org
    $188,792
    From related orgs
    $0
    Other
    $142,505
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $177,236
    Bonus
    $10,425
    Other
    $1,131
    Deferred
    $141,480
    Nontaxable benefits
    $1,025
    Filer's total
    $331,297

  • SHIRLEY LANDON-KING

    OCCUPATIONAL THERAPIST

    Total calculated
    $209,411
    From this org
    $147,617
    From related orgs
    $0
    Other
    $61,794
    Hours/week
    39 + 1 related

    Schedule J breakdown matched by us

    Base
    $142,723
    Bonus
    $425
    Other
    $4,469
    Deferred
    $61,703
    Nontaxable benefits
    $91
    Filer's total
    $209,411

  • TRACY MCCOWN

    NURSING SENIOR DIRECTOR

    Total calculated
    $252,919
    From this org
    $153,601
    From related orgs
    $0
    Other
    $99,318
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $145,609
    Bonus
    $1,425
    Other
    $6,567
    Deferred
    $73,872
    Nontaxable benefits
    $25,446
    Filer's total
    $252,919

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 · 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 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. MR. CLINE RECEIVED SUCH 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.
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. EXECUTIVE COMPENSATION, INCLUDING THAT OF THE HOSPITAL VICE PRESIDENT, THE ORGANIZATION'S TOP MANAGEMENT OFFICIAL, 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 INCLUDED REVIEW OF A COMPREHENSIVE REPORT FROM AN INDEPENDENT, OUTSIDE COMPENSATION CONSULTANT SPECIALIZING IN HEALTHCARE ORGANIZATIONS FOR SELECT POSITIONS AND THE PRIOR YEAR'S REPORT ON ALL OF THE REVIEWED POSITIONS. THE REPORTS REVIEWED BY THE COMMITTEE INCLUDED A 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. THE COMPENSATION COMMITTEE MAINTAINED MINUTES OF ITS MEETINGS, SETTING FORTH THE DELIBERATIONS AND DECISIONS OF THE COMMITTEE REGARDING THE COMPENSATION OF THESE EXECUTIVES.
SCHEDULE J, PART I, LINE 4B SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN
MR. ARNER, MR. CONTE, MR. HALLIWILL, 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: $244,219 - STEVEN ARNER $227,408 - NICHOLAS CONTE $269,399 - DONALD HALLIWILL $80,547 - G. ROBERT VAUGHAN, JR.
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

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
2024
IRS schema version
2024v5.1
Source object
202642309349302964

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