Skip to content
Nonprofiteer
← CARILION TAZEWELL COMMUNITY HOSPITAL

Form 990 for tax year 2024

Filed by CARILION TAZEWELL COMMUNITY HOSPITAL.

Totals

Total revenue
$27,028,582
Total expenses
$30,377,967
Contributions and grants received
$9,520
Grants paid
$62,634
Program service revenue
$26,816,855
Investment income
$474
Other revenue
$201,733
Total assets, end of year
$9,681,290
Total liabilities, end of year
$58,262,037
Net assets or fund balances, end of year
-$48,580,747
Program services expenses (Part IX)
$25,136,819
Management and general expenses
$5,241,148
Fundraising expenses
$0
Program service expenses (Part III)
$25,136,819

Program services were 82.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • ALICIA BALES

    DIRECTOR/SEC./TREAS.SR. DIRECTOR

    Total calculated
    $181,557
    From this org
    $144,845
    From related orgs
    $0
    Other
    $36,712
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $143,271
    Bonus
    $425
    Other
    $1,149
    Deferred
    $35,834
    Nontaxable benefits
    $878
    Filer's total
    $181,557

  • D MICHAEL HYMES

    DIRECTOR/VICE CHAIR

    Total calculated
    $0
    Hours/week
    1.2

  • JAMES C THOMPSON

    DIRECTOR/CHAIR

    Total calculated
    $10,945
    From this org
    $0
    From related orgs
    $10,945
    Other
    $0
    Hours/week
    2.5 + 4.5 related

  • ANTHONY GRILLS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.2

  • DONALD LINKOUS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.2

  • KEVIN COMBS DO

    DIRECTOR/PHYSICIAN

    Total calculated
    $331,193
    From this org
    $0
    From related orgs
    $242,944
    Other
    $88,249
    Hours/week
    1.2 + 48.8 related

    Schedule J breakdown matched by us

    Base
    $0 + $240,634 related
    Bonus
    $0
    Other
    $0 + $2,310 related
    Deferred
    $0 + $69,883 related
    Nontaxable benefits
    $0 + $18,366 related
    Filer's total
    $0 + $331,193 related

  • KRISTIE WILLIAMS

    DIRECTOR/HOSPITAL VP

    Total calculated
    $450,940
    From this org
    $0
    From related orgs
    $282,820
    Other
    $168,120
    Hours/week
    12.5 + 37.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $215,811 related
    Bonus
    $0 + $57,989 related
    Other
    $0 + $9,020 related
    Deferred
    $0 + $154,917 related
    Nontaxable benefits
    $0 + $13,203 related
    Filer's total
    $0 + $450,940 related

  • MANDY FRENCH

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.2

  • MARK MOSSEY MD

    DIRECTOR/PHYSICIAN

    Total calculated
    $468,590
    From this org
    $0
    From related orgs
    $398,119
    Other
    $70,471
    Hours/week
    1.2 + 48.8 related

    Schedule J breakdown matched by us

    Base
    $0 + $373,313 related
    Bonus
    $0 + $21,761 related
    Other
    $0 + $3,045 related
    Deferred
    $0 + $68,434 related
    Nontaxable benefits
    $0 + $2,037 related
    Filer's total
    $0 + $468,590 related

  • MICHAEL HOOPS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.2

  • NELLIE STILLWELL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.2

  • WILLIAM FLATTERY

    DIRECTOR/VP

    Total calculated
    $546,928
    From this org
    $0
    From related orgs
    $347,747
    Other
    $199,181
    Hours/week
    1.2 + 48.8 related

    Schedule J breakdown matched by us

    Base
    $0 + $287,536 related
    Bonus
    $0 + $45,765 related
    Other
    $0 + $14,446 related
    Deferred
    $0 + $180,466 related
    Nontaxable benefits
    $0 + $18,715 related
    Filer's total
    $0 + $546,928 related

  • 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

  • DAVID VANCE

    PHARMACY MANAGER

    Total calculated
    $163,767
    From this org
    $118,521
    From related orgs
    $0
    Other
    $45,246
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $114,975
    Bonus
    $0
    Other
    $3,546
    Deferred
    $23,869
    Nontaxable benefits
    $21,377
    Filer's total
    $163,767

  • DEIDRA STILTNER

    RN TEAM LEAD

    Total calculated
    $138,680
    From this org
    $119,843
    From related orgs
    $0
    Other
    $18,837
    Hours/week
    40

  • KATHLEEN PAITSEL

    NURSING UNIT DIRECTOR/MANAGER

    Total calculated
    $141,999
    From this org
    $113,755
    From related orgs
    $0
    Other
    $28,244
    Hours/week
    40

  • KIMBERLY BROWN

    NURSING UNIT DIRECTOR/MANAGER

    Total calculated
    $166,026
    From this org
    $121,677
    From related orgs
    $0
    Other
    $44,349
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $116,257
    Bonus
    $425
    Other
    $4,995
    Deferred
    $35,865
    Nontaxable benefits
    $8,484
    Filer's total
    $166,026

  • SABRINA EARLS

    RN TEAM LEAD

    Total calculated
    $160,735
    From this org
    $118,892
    From related orgs
    $0
    Other
    $41,843
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $114,237
    Bonus
    $425
    Other
    $4,230
    Deferred
    $25,895
    Nontaxable benefits
    $15,948
    Filer's total
    $160,735

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

  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

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. 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: $269,399 - DONALD HALLIWILL $227,408 - NICHOLAS CONTE $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.

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.

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
2024
IRS schema version
2024v5.1
Source object
202602309349303100

The source document this was parsed from is served over the API, which is where bulk and document access live.