Form 990 for tax year 2024
Filed by CARILION GILES COMMUNITY HOSPITAL.
Totals
- Total revenue
- $136,582,151
- Total expenses
- $111,815,145
- Contributions and grants received
- $74,821
- Grants paid
- $92,759
- Program services expenses (Part IX)
- $94,759,873
- Management and general expenses
- $17,055,272
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $94,759,873
Program services were 84.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
CHRIS MCKLARNEY
DIRECTOR/VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1.2
-
RICHARD MCCOY
DIRECTOR/CHAIR
- Total calculated
- $0
- Hours/week
- 1.2
-
WILLIAM FLATTERY
DIRECTOR/SEC./TREAS./VP
- Total calculated
- $546,928
- From this org
- $0
- From related orgs
- $347,747
- Other
- $199,181
- Hours/week
- 2.5 + 47.5 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
-
ANDREW WAGNER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1.2
-
CHRISTOPHER HANSEN OD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1.2
-
JAMES HARTLEY
DIRECTOR
- Total calculated
- $23,125
- From this org
- $0
- From related orgs
- $23,125
- Other
- $0
- Hours/week
- 1.2 + 7.5 related
-
JOHN MILLS JR
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1.2
-
JOSE RIVERO MD
DIRECTOR/PHYSICIAN
- Total calculated
- $849,351
- From this org
- $0
- From related orgs
- $689,370
- Other
- $159,981
- Hours/week
- 1.2 + 48.8 related
Schedule J breakdown matched by us
- Base
- $0 + $485,418 related
- Bonus
- $0 + $196,529 related
- Other
- $0 + $7,423 related
- Deferred
- $0 + $150,014 related
- Nontaxable benefits
- $0 + $9,967 related
- Filer's total
- $0 + $849,351 related
-
KRISTIE WILLIAMS
DIRECTOR/HOSPITAL VP
- Total calculated
- $450,940
- From this org
- $282,820
- From related orgs
- $0
- Other
- $168,120
- Hours/week
- 37.5 + 12.5 related
Schedule J breakdown matched by us
- Base
- $215,811
- Bonus
- $57,989
- Other
- $9,020
- Deferred
- $154,917
- Nontaxable benefits
- $13,203
- Filer's total
- $450,940
-
MELISSA STUMP
DIRECTOR
- Total calculated
- $146,448
- From this org
- $0
- From related orgs
- $99,400
- Other
- $47,048
- Hours/week
- 1.2 + 48.8 related
-
MICHAEL A MCMAHON MD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1.2
-
MICHAEL BAILEY DO
DIRECTOR/PHYSICIAN
- Total calculated
- $382,030
- From this org
- $0
- From related orgs
- $303,382
- Other
- $78,648
- Hours/week
- 1.2 + 48.8 related
Schedule J breakdown matched by us
- Base
- $0 + $283,444 related
- Bonus
- $0 + $17,513 related
- Other
- $0 + $2,425 related
- Deferred
- $0 + $53,455 related
- Nontaxable benefits
- $0 + $25,193 related
- Filer's total
- $0 + $382,030 related
-
PRISCILLA MORRIS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1.2
-
RICHARD JENNELL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1.2
-
SENTHIL MARIMUTHU
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1.2
-
TIMOTHY MEREDITH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1.2
-
VERONICA STUMP
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
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
-
AMY WESTMORELAND
PHARMACY MANAGER
- Total calculated
- $319,096
- From this org
- $194,019
- From related orgs
- $0
- Other
- $125,077
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $191,718
- Bonus
- $425
- Other
- $1,876
- Deferred
- $123,930
- Nontaxable benefits
- $1,147
- Filer's total
- $319,096
-
ROGER ROPER
VICE PRESIDENT
- Total calculated
- $350,401
- From this org
- $0
- From related orgs
- $299,092
- Other
- $51,309
- Hours/week
- 10 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $240,786 related
- Bonus
- $0 + $39,099 related
- Other
- $0 + $19,207 related
- Deferred
- $0 + $24,953 related
- Nontaxable benefits
- $0 + $26,356 related
- Filer's total
- $0 + $350,401 related
-
CHRISTINA SALAZAR
NURSING DIRECTOR
- Total calculated
- $216,377
- From this org
- $161,274
- From related orgs
- $0
- Other
- $55,103
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $144,728
- Bonus
- $10,425
- Other
- $6,121
- Deferred
- $42,842
- Nontaxable benefits
- $12,261
- Filer's total
- $216,377
-
CLARENCE PEARSON MD
PHYSICIAN
- Total calculated
- $507,534
- From this org
- $460,423
- From related orgs
- $0
- Other
- $47,111
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $432,307
- Bonus
- $19,464
- Other
- $8,652
- Deferred
- $45,268
- Nontaxable benefits
- $1,843
- Filer's total
- $507,534
-
DANIELLE OGLE
NURSE PRACTITIONER
- Total calculated
- $199,817
- From this org
- $153,030
- From related orgs
- $0
- Other
- $46,787
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $133,411
- Bonus
- $13,936
- Other
- $5,683
- Deferred
- $38,170
- Nontaxable benefits
- $8,617
- Filer's total
- $199,817
-
JENNIFER BAILEY
SENIOR DIRECTOR
- Total calculated
- $160,626
- From this org
- $146,784
- From related orgs
- $0
- Other
- $13,842
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $145,293
- Bonus
- $425
- Other
- $1,066
- Deferred
- $12,971
- Nontaxable benefits
- $871
- Filer's total
- $160,626
-
SARAH KURSTEDT
PHYSICIAN ASSISTANT
- Total calculated
- $215,691
- From this org
- $146,696
- From related orgs
- $0
- Other
- $68,995
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $142,735
- Bonus
- $3,279
- Other
- $682
- Deferred
- $60,737
- Nontaxable benefits
- $8,258
- Filer's total
- $215,691
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. 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: $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
-
HEALTHY FOOD ACCESS
-
MEDICAL TRANSPORTATION
-
$6,000
EVENT SPONSORSHIP
-
FREE CLINIC OF THE NEW RIVER VALLEY
no cash amount reported
FACILITY USE
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.
-
501(C)(3) · SUPPORTING ORGANIZATION · VA
Directly controlled by NA
-
501(C)(3) · FUNDRAISING · VA · controlled entity
Directly controlled by CARILION CLINIC
-
CARILION FRANKLIN MEMORIAL HOSPITAL
501(C)(3) · HEALTHCARE · VA · controlled entity
Directly controlled by CARILION CLINIC
-
501(C)(3) · HEALTHCARE · VA · controlled entity
Directly controlled by CARILION CLINIC
-
CARILION NEW RIVER VALLEY MEDICAL CENTER
501(C)(3) · HEALTHCARE · VA · controlled entity
Directly controlled by CARILION CLINIC
-
501(C)(3) · SUPPORTING ORGANIZATION · VA · controlled entity
Directly controlled by CARILION CLINIC
-
CARILION ROCKBRIDGE COMMUNITY HOSPITAL
501(C)(3) · HEALTHCARE · VA · controlled entity
Directly controlled by CARILION CLINIC
-
CARILION TAZEWELL COMMUNITY HOSPITAL
501(C)(3) · HEALTHCARE · VA · controlled entity
Directly controlled by CARILION CLINIC
-
CARILION GILES COMMUNITY HOSPITAL FOUNDATION
501(C)(3) · HEALTHCARE SUPPORT · VA
Directly controlled by NA
Provenance
- Return type
- form_990
- Tax year
- 2024
- IRS schema version
- 2024v5.1
- Source object
- 202602309349302960
The source document this was parsed from is served over the API, which is where bulk and document access live.