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Nonprofiteer
← CARILION MEDICAL CENTER

Form 990 for tax year 2022

Filed by CARILION MEDICAL CENTER.

Totals

Total revenue
$1,742,822,940
Total expenses
$1,769,567,616
Contributions and grants received
$18,680,033
Grants paid
$6,051,197
Program service revenue
$1,677,450,373
Investment income
$20,993,797
Other revenue
$25,698,737
Total assets, end of year
$1,989,095,314
Total liabilities, end of year
$1,033,618,621
Net assets or fund balances, end of year
$955,476,693
Program services expenses (Part IX)
$1,521,690,046
Management and general expenses
$247,655,061
Fundraising expenses
$222,509
Program service expenses (Part III)
$1,521,690,046

Program services were 86.0% 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
    $7,948
    From this org
    $0
    From related orgs
    $7,948
    Other
    $0
    Hours/week
    2 + 4.5 related

  • Steven Arner

    Director/President/CEO

    Total calculated
    $1,006,453
    From this org
    $0
    From related orgs
    $1,120,207
    Other
    -$113,754
    Hours/week
    36 + 14 related

    Schedule J breakdown matched by us

    Base
    $0 + $892,203 related
    Bonus
    $0 + $149,632 related
    Other
    $0 + $78,372 related
    Deferred
    $0 + -$135,050 related
    Nontaxable benefits
    $0 + $21,296 related
    Filer's total
    $0 + $1,006,453 related

  • Ann Hoff PhD

    Director

    Total calculated
    $468
    From this org
    $0
    From related orgs
    $468
    Other
    $0
    Hours/week
    2

  • Cathy Jo Swanson MD

    Director / Chief of Medical Staff

    Total calculated
    $72,500
    From this org
    $72,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • Isabel Thornton

    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

    Total calculated
    $8,000
    From this org
    $8,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • Michael Nussbaum MD

    Director/SVP/Surgical Services Chair

    Total calculated
    $1,071,431
    From this org
    $1,074,080
    From related orgs
    $0
    Other
    -$2,649
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $620,917
    Bonus
    $90,786
    Other
    $362,377
    Deferred
    -$19,398
    Nontaxable benefits
    $16,749
    Filer's total
    $1,071,431

  • Paul Haskins MD

    Director/Physician

    Total calculated
    $136,357
    From this org
    $364,453
    From related orgs
    $0
    Other
    -$228,096
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $337,551
    Bonus
    $20,520
    Other
    $6,382
    Deferred
    -$250,846
    Nontaxable benefits
    $22,750
    Filer's total
    $136,357

  • David Hagadorn

    Asst. Treasurer

    Total calculated
    $38,803
    From this org
    $0
    From related orgs
    $160,104
    Other
    -$121,301
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $150,264 related
    Bonus
    $0 + $2,700 related
    Other
    $0 + $7,140 related
    Deferred
    $0 + -$127,993 related
    Nontaxable benefits
    $0 + $6,692 related
    Filer's total
    $0 + $38,803 related

  • Donald Halliwill

    Asst. Treasurer

    Total calculated
    $850,652
    From this org
    $0
    From related orgs
    $988,973
    Other
    -$138,321
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $745,723 related
    Bonus
    $0 + $125,641 related
    Other
    $0 + $117,609 related
    Deferred
    $0 + -$159,617 related
    Nontaxable benefits
    $0 + $21,296 related
    Filer's total
    $0 + $850,652 related

  • G Robert Vaughan Jr

    Treasurer

    Total calculated
    $155,807
    From this org
    $0
    From related orgs
    $409,821
    Other
    -$254,014
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $341,967 related
    Bonus
    $0 + $44,219 related
    Other
    $0 + $23,635 related
    Deferred
    $0 + -$275,310 related
    Nontaxable benefits
    $0 + $21,296 related
    Filer's total
    $0 + $155,807 related

  • Julie Smith-Hamilton

    Asst. Secretary

    Total calculated
    $73,531
    From this org
    $0
    From related orgs
    $61,128
    Other
    $12,403
    Hours/week
    0.5 + 49.5 related

  • Nicholas Conte

    Secretary

    Total calculated
    $901,704
    From this org
    $0
    From related orgs
    $817,822
    Other
    $83,882
    Hours/week
    3 + 47 related

    Schedule J breakdown matched by us

    Base
    $0 + $642,289 related
    Bonus
    $0 + $107,354 related
    Other
    $0 + $68,179 related
    Deferred
    $0 + $68,334 related
    Nontaxable benefits
    $0 + $15,548 related
    Filer's total
    $0 + $901,704 related

  • Daniel Harrington MD

    Interim Chief Medical Officer/EVP

    Total calculated
    $153,832
    From this org
    $121,832
    From related orgs
    $32,000
    Other
    $0
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $117,801 + $32,000 related
    Bonus
    $0
    Other
    $4,031
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $121,832 + $32,000 related

  • Jon Sweet MD

    SVP/Chair, Dept. of Medicine

    Total calculated
    $437,382
    From this org
    $594,988
    From related orgs
    $0
    Other
    -$157,606
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $487,529
    Bonus
    $104,059
    Other
    $3,400
    Deferred
    -$170,510
    Nontaxable benefits
    $12,904
    Filer's total
    $437,382

  • Joseph Moskal MD

    SVP/Chair, Dept. of Orthopedics

    Total calculated
    $1,344,482
    From this org
    $1,375,243
    From related orgs
    $0
    Other
    -$30,761
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $1,145,831
    Bonus
    $143,643
    Other
    $85,769
    Deferred
    -$53,257
    Nontaxable benefits
    $22,496
    Filer's total
    $1,344,482

  • Michael Abbott

    Senior Vice President

    Total calculated
    $361,957
    From this org
    $326,605
    From related orgs
    $0
    Other
    $35,352
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $285,535
    Bonus
    $35,761
    Other
    $5,309
    Deferred
    $26,751
    Nontaxable benefits
    $8,601
    Filer's total
    $361,957

  • Nancy Howell Agee

    CEO, Carilion Clinic

    Total calculated
    $3,187,971
    From this org
    $0
    From related orgs
    $2,186,283
    Other
    $1,001,688
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,567,773 related
    Bonus
    $0 + $358,583 related
    Other
    $0 + $259,927 related
    Deferred
    $0 + $987,742 related
    Nontaxable benefits
    $0 + $13,946 related
    Filer's total
    $0 + $3,187,971 related

  • Patrice Weiss MD

    Chief Medical Officer/EVP

    Total calculated
    $2,244,538
    From this org
    $1,223
    From related orgs
    $2,390,863
    Other
    -$147,548
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $1,223 + $546,237 related
    Bonus
    $0 + $114,831 related
    Other
    $0 + $1,729,795 related
    Deferred
    $0 + -$166,884 related
    Nontaxable benefits
    $0 + $19,336 related
    Filer's total
    $1,223 + $2,243,315 related

  • Adeolu Olasunkanmi MD

    Physician

    Total calculated
    $1,274,666
    From this org
    $1,291,485
    From related orgs
    $0
    Other
    -$16,819
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $845,914
    Bonus
    $442,738
    Other
    $2,833
    Deferred
    -$24,960
    Nontaxable benefits
    $8,141
    Filer's total
    $1,274,666

  • Eric Marvin MD

    Physician

    Total calculated
    $1,349,336
    From this org
    $1,483,034
    From related orgs
    $0
    Other
    -$133,698
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $1,088,862
    Bonus
    $391,279
    Other
    $2,893
    Deferred
    -$153,052
    Nontaxable benefits
    $19,354
    Filer's total
    $1,349,336

  • Gregory Howes MD

    Physician

    Total calculated
    $1,393,319
    From this org
    $1,448,770
    From related orgs
    $0
    Other
    -$55,451
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $1,215,362
    Bonus
    $230,575
    Other
    $2,833
    Deferred
    -$74,805
    Nontaxable benefits
    $19,354
    Filer's total
    $1,393,319

  • Jesse Stem MD

    Physician

    Total calculated
    $1,235,745
    From this org
    $1,246,441
    From related orgs
    $0
    Other
    -$10,696
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $860,427
    Bonus
    $382,461
    Other
    $3,553
    Deferred
    -$31,350
    Nontaxable benefits
    $20,654
    Filer's total
    $1,235,745

  • Jonathan Carmouche MD

    Physician

    Total calculated
    $1,503,853
    From this org
    $1,637,010
    From related orgs
    $0
    Other
    -$133,157
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $1,470,786
    Bonus
    $163,110
    Other
    $3,114
    Deferred
    -$149,752
    Nontaxable benefits
    $16,595
    Filer's total
    $1,503,853

  • Paul Skolnik MD

    Former SVP/Chair, Dept. of Medicine

    Total calculated
    $435,619
    From this org
    $440,154
    From related orgs
    $0
    Other
    -$4,535
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $370,926
    Bonus
    $0
    Other
    $69,228
    Deferred
    -$14,517
    Nontaxable benefits
    $9,982
    Filer's total
    $435,619

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, and on a Form 990-PF Part VIII's — 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
  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

Answered no

  • 1b · Written policy on the line-1a expenses
  • 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. SWEET 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. 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 independent Board members of Carilion Clinic who do not have a conflict of interest with any of the executives being reviewed. In addition, the Compensation Committee annually reviews the compensation philosophy for all executive leaders. 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, the list of which 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 4a Severance or change-of-control payment
Patrice Weiss - $1,558,223
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
Mr. Abbott, Mr. Arner, Mr. Conte, Mr. Halliwill, Dr. Moskal, Dr. Nussbaum, Dr. Skolnik, Mr. Vaughan, and Dr. Weiss 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: $271,484 - Michael Nussbaum $165,519 - Patrice Weiss $113,415 - Donald Halliwill $73,054 - Steven Arner $19,258 - G. Robert Vaughan, Jr. $60,115 - Nicholas Conte Vested and paid in current year: $75,000 - Joseph Moskal $75,000 - Michael Nussbaum $61,517 - Paul Skolnik 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 now received under this plan vest immediately and thus are no longer deferred. $245,365 was distributed under this plan in the reporting year.
Schedule J, Part I, Line 7 Non-fixed payments
The organization pays annual "at-risk" compensation to certain members of management based on performance of an applicable scorecard. While the scorecard contains a formula as a basis for determining overall performance, in certain cases, senior managers have discretion to include additional elements in their assessment of managers reporting to them. In addition, for top management, the actual non-fixed payment awarded is in the discretion of the Carilion Clinic Board of Directors 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.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

Provenance

Return type
form_990
Tax year
2022
Filed
16 August 2024
IRS schema version
2022v5.0
Source object
202412289349303876

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