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← CARILION BIOMEDICAL INSTITUTE

Form 990 for tax year 2024

Filed by CARILION BIOMEDICAL INSTITUTE.

Totals

Total revenue
$5,815
Total expenses
$6,792
Contributions and grants received
$0
Grants paid
$0
Program services expenses (Part IX)
$4,755
Management and general expenses
$2,037
Fundraising expenses
$0
Program service expenses (Part III)
$4,755

Program services were 70.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • DONALD B HALLIWILL

    DIRECTOR

    Total calculated
    $1,716,216
    From this org
    $0
    From related orgs
    $1,309,011
    Other
    $407,205
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $825,951 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 + $1,716,216 related

  • G ROBERT VAUGHAN JR

    BOARD CHAIRMAN, PRESIDENT

    Total calculated
    $869,825
    From this org
    $0
    From related orgs
    $543,488
    Other
    $326,337
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $382,896 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 + $869,825 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

  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 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
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 4B
ADDITIONAL INFORMATION FOR SCHEDULE J, LINE 4B: MR. HALLIWILL RECEIVED $269,399 AND MR. VAUGHAN RECEIVED $80,547 IN PAYOUTS FROM A DEFINED CONTRIBUTION SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (DC SERP) TO WHICH THEIR EMPLOYER, AT THE DISCRETION OF CARILION CLINIC'S COMPENSATION COMMITTEE, MAKES A CONTRIBUTION. AMOUNTS BECOME NON-FORFEITABLE AND PAYABLE UPON VESTING. IF AN INDIVIDUAL REACHES AGE AND YEARS OF SERVICE REQUIREMENTS, CONTRIBUTIONS ARE NO LONGER DEFERRED. 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). MS. AGEE PARTICIPATED IN AN EXECUTIVE FLEXIBLE BENEFIT PLAN, UNDER WHICH SHE RECEIVED AN ALLOWANCE OF $202,495 IN THE REPORTING YEAR TO OBTAIN CERTAIN BENEFITS, WITH ANY EXCESS DEFERRED UNTIL THE VESTING DATE. AMOUNTS RECEIVED UNDER THIS PLAN NOW IMMEDIATELY VEST AND ARE NO LONGER DEFERRED.

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

No itemized grants to organizations 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
2024v5.5
Source object
202602239349300835

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