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Nonprofiteer
← CARILION ROCKBRIDGE COMMUNITY HOSPITAL

Form 990 for tax year 2023

Filed by CARILION ROCKBRIDGE COMMUNITY HOSPITAL.

Totals

Total revenue
$83,124,781
Total expenses
$74,145,756
Contributions and grants received
$534,217
Grants paid
$401,564
Program services expenses (Part IX)
$61,445,050
Management and general expenses
$12,700,706
Fundraising expenses
$0
Program service expenses (Part III)
$61,445,050

Program services were 82.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • James Williams Jr

    Director/Chair

    Total calculated
    $10,250
    From this org
    $0
    From related orgs
    $10,250
    Other
    $0
    Hours/week
    2.5 + 2.4 related

  • Juliet Gibson

    Director/Vice Chair

    Total calculated
    $0
    Hours/week
    1.2

  • Kimberly Shaw

    Director/Sec/Treasurer

    Total calculated
    $0
    Hours/week
    1.2

  • Alicia Devine MD

    Director

    Total calculated
    $307,521
    From this org
    $0
    From related orgs
    $281,605
    Other
    $25,916
    Hours/week
    1.2 + 48.8 related

    Schedule J breakdown matched by us

    Base
    $0 + $266,004 related
    Bonus
    $0 + $11,544 related
    Other
    $0 + $4,057 related
    Deferred
    $0 + $23,989 related
    Nontaxable benefits
    $0 + $1,927 related
    Filer's total
    $0 + $307,521 related

  • Amy DeHart

    Director

    Total calculated
    $0
    Hours/week
    1.2

  • Ayesha Kelly MD

    Director

    Total calculated
    $359,826
    From this org
    $0
    From related orgs
    $339,991
    Other
    $19,835
    Hours/week
    1.2 + 48.8 related

    Schedule J breakdown matched by us

    Base
    $0 + $311,539 related
    Bonus
    $0 + $25,841 related
    Other
    $0 + $2,611 related
    Deferred
    $0 + -$4,348 related
    Nontaxable benefits
    $0 + $24,183 related
    Filer's total
    $0 + $359,826 related

  • George Godette MD

    Director

    Total calculated
    $636,484
    From this org
    $0
    From related orgs
    $575,434
    Other
    $61,050
    Hours/week
    1.2 + 48.8 related

    Schedule J breakdown matched by us

    Base
    $0 + $518,178 related
    Bonus
    $0 + $48,610 related
    Other
    $0 + $8,646 related
    Deferred
    $0 + $36,964 related
    Nontaxable benefits
    $0 + $24,086 related
    Filer's total
    $0 + $636,484 related

  • Greg Madsen

    Director/Hospital VP

    Total calculated
    $273,650
    From this org
    $229,189
    From related orgs
    $0
    Other
    $44,461
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $206,982
    Bonus
    $20,666
    Other
    $1,541
    Deferred
    $21,870
    Nontaxable benefits
    $22,591
    Filer's total
    $273,650

  • Josh Elrod

    Director

    Total calculated
    $0
    Hours/week
    1.2

  • Lisa Sprinkel

    Director

    Total calculated
    $290,376
    From this org
    $0
    From related orgs
    $231,740
    Other
    $58,636
    Hours/week
    1.2 + 48.8 related

    Schedule J breakdown matched by us

    Base
    $0 + $185,852 related
    Bonus
    $0 + $37,159 related
    Other
    $0 + $8,729 related
    Deferred
    $0 + $41,639 related
    Nontaxable benefits
    $0 + $16,997 related
    Filer's total
    $0 + $290,376 related

  • Marylin Alexander

    Director

    Total calculated
    $0
    Hours/week
    1.2

  • Nathan Ramsey

    Director

    Total calculated
    $0
    Hours/week
    1.2

  • P Duaine Fitzgerald

    Director

    Total calculated
    $0
    Hours/week
    1.2

  • Reginald Early

    Director

    Total calculated
    $0
    Hours/week
    1.2

  • Tracy Lyons

    Director

    Total calculated
    $0
    Hours/week
    1.2

  • 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

    Asst. 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

    Asst. Secretary

    Total calculated
    $1,198,610
    From this org
    $0
    From related orgs
    $1,023,717
    Other
    $174,893
    Hours/week
    1 + 49 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

  • Steven Arner

    Asst. Secretary/COO, Carilion Clinic

    Total calculated
    $1,619,810
    From this org
    $0
    From related orgs
    $1,410,192
    Other
    $209,618
    Hours/week
    2 + 48 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

  • Aaron Glenn

    Nursing Senior Director

    Total calculated
    $168,285
    From this org
    $139,923
    From related orgs
    $0
    Other
    $28,362
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $133,287
    Bonus
    $0
    Other
    $6,636
    Deferred
    $6,664
    Nontaxable benefits
    $21,698
    Filer's total
    $168,285

  • Jessica Saville

    Pharmacy Manager

    Total calculated
    $190,020
    From this org
    $177,925
    From related orgs
    $0
    Other
    $12,095
    Hours/week
    37 + 3 related

    Schedule J breakdown matched by us

    Base
    $170,481
    Bonus
    $0
    Other
    $7,444
    Deferred
    $4,115
    Nontaxable benefits
    $7,980
    Filer's total
    $190,020

  • Laura Mays

    Nurse Practitioner

    Total calculated
    $127,414
    From this org
    $122,156
    From related orgs
    $0
    Other
    $5,258
    Hours/week
    50

  • Phyllis Snyder

    RN Lead

    Total calculated
    $215,639
    From this org
    $163,405
    From related orgs
    $0
    Other
    $52,234
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $158,554
    Bonus
    $0
    Other
    $4,851
    Deferred
    $34,163
    Nontaxable benefits
    $18,071
    Filer's total
    $215,639

  • Tracy Higgins

    Nursing Unit Director

    Total calculated
    $171,068
    From this org
    $157,120
    From related orgs
    $0
    Other
    $13,948
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $151,829
    Bonus
    $0
    Other
    $5,291
    Deferred
    $13,226
    Nontaxable benefits
    $722
    Filer's total
    $171,068

  • 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

  • 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. The Carilion Clinic Board of Directors Compensation Committee reviews the compensation philosophy for all executive leaders in the health system, including the Hospital Vice President, the organization's top management official. An independent, outside compensation consultant specializing in healthcare organizations conducted a detailed analysis 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 study's data and findings were shared with the health system's EVP/COO.
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: $227,735 - Donald Halliwill $195,888 - Steven Arner $57,282 - G. Robert Vaughan, Jr. $172,601 - Nicholas Conte
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
202502279349304010

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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