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Nonprofiteer
← CARILION ROCKBRIDGE COMMUNITY HOSPITAL

Form 990 for tax year 2024

Filed by CARILION ROCKBRIDGE COMMUNITY HOSPITAL.

Totals

Total revenue
$101,192,116
Total expenses
$77,121,293
Contributions and grants received
$563,000
Grants paid
$410,970
Program service revenue
not reported
Investment income
not reported
Other revenue
not reported
Total assets, end of year
not reported
Total liabilities, end of year
not reported
Net assets or fund balances, end of year
not reported
Program services expenses (Part IX)
$63,075,071
Management and general expenses
$14,046,222
Fundraising expenses
$0
Program service expenses (Part III)
$63,075,071

Program services were 81.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • JAMES WILLIAMS JR

    DIRECTOR

    Total calculated
    $7,775
    From this org
    $0
    From related orgs
    $7,775
    Other
    $0
    Hours/week
    1.2 + 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

  • P DUAINE FITZGERALD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.2

  • TRACY LYONS

    DIRECTOR/CHAIR

    Total calculated
    $0
    Hours/week
    2.5

  • ALICIA DEVINE MD

    DIRECTOR/PHYSICIAN

    Total calculated
    $314,388
    From this org
    $0
    From related orgs
    $244,139
    Other
    $70,249
    Hours/week
    1.2 + 48.8 related

    Schedule J breakdown matched by us

    Base
    $0 + $221,738 related
    Bonus
    $0 + $18,681 related
    Other
    $0 + $3,720 related
    Deferred
    $0 + $68,504 related
    Nontaxable benefits
    $0 + $1,745 related
    Filer's total
    $0 + $314,388 related

  • AMY DEHART

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.2

  • AYESHA KELLY MD

    DIRECTOR/PHYSICIAN

    Total calculated
    $508,568
    From this org
    $0
    From related orgs
    $381,977
    Other
    $126,591
    Hours/week
    1.2 + 48.8 related

    Schedule J breakdown matched by us

    Base
    $0 + $349,764 related
    Bonus
    $0 + $29,517 related
    Other
    $0 + $2,696 related
    Deferred
    $0 + $100,030 related
    Nontaxable benefits
    $0 + $26,561 related
    Filer's total
    $0 + $508,568 related

  • CLAIBORNE WHITWORTH MD

    DIRECTOR/PHYSICIAN

    Total calculated
    $558,690
    From this org
    $0
    From related orgs
    $473,036
    Other
    $85,654
    Hours/week
    2.5 + 47.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $430,005 related
    Bonus
    $0 + $35,706 related
    Other
    $0 + $7,325 related
    Deferred
    $0 + $66,630 related
    Nontaxable benefits
    $0 + $19,024 related
    Filer's total
    $0 + $558,690 related

  • GEORGE GODETTE MD

    DIRECTOR/PHYSICIAN

    Total calculated
    $695,721
    From this org
    $0
    From related orgs
    $588,607
    Other
    $107,114
    Hours/week
    1.2 + 48.8 related

    Schedule J breakdown matched by us

    Base
    $0 + $509,601 related
    Bonus
    $0 + $70,360 related
    Other
    $0 + $8,646 related
    Deferred
    $0 + $80,675 related
    Nontaxable benefits
    $0 + $26,439 related
    Filer's total
    $0 + $695,721 related

  • GREG MADSEN

    DIRECTOR/HOSPITAL VP

    Total calculated
    $356,377
    From this org
    $257,073
    From related orgs
    $0
    Other
    $99,304
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $215,678
    Bonus
    $35,435
    Other
    $5,960
    Deferred
    $74,267
    Nontaxable benefits
    $25,037
    Filer's total
    $356,377

  • JOSH ELROD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.2

  • LISA SPRINKEL

    DIRECTOR/VP

    Total calculated
    $558,331
    From this org
    $0
    From related orgs
    $288,932
    Other
    $269,399
    Hours/week
    1.2 + 48.8 related

    Schedule J breakdown matched by us

    Base
    $0 + $238,450 related
    Bonus
    $0 + $38,362 related
    Other
    $0 + $12,120 related
    Deferred
    $0 + $250,708 related
    Nontaxable benefits
    $0 + $18,691 related
    Filer's total
    $0 + $558,331 related

  • MARYLIN ALEXANDER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.2

  • MATTHEW BARR

    DIRECTOR/VP

    Total calculated
    $438,686
    From this org
    $0
    From related orgs
    $364,277
    Other
    $74,409
    Hours/week
    1.2 + 48.8 related

    Schedule J breakdown matched by us

    Base
    $0 + $302,059 related
    Bonus
    $0 + $48,992 related
    Other
    $0 + $13,226 related
    Deferred
    $0 + $48,595 related
    Nontaxable benefits
    $0 + $25,814 related
    Filer's total
    $0 + $438,686 related

  • NATHAN RAMSEY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.2

  • REGINALD EARLY

    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

    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

  • STEVEN ARNER

    ASST. SECRETARY/CEO-CARILION CLINIC

    Total calculated
    $2,205,266
    From this org
    $0
    From related orgs
    $1,715,344
    Other
    $489,922
    Hours/week
    2.5 + 47.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,184,280 related
    Bonus
    $0 + $281,741 related
    Other
    $0 + $249,323 related
    Deferred
    $0 + $462,803 related
    Nontaxable benefits
    $0 + $27,119 related
    Filer's total
    $0 + $2,205,266 related

  • AARON GLENN

    NURSING SENIOR DIRECTOR

    Total calculated
    $211,469
    From this org
    $153,461
    From related orgs
    $0
    Other
    $58,008
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $129,670
    Bonus
    $0
    Other
    $23,791
    Deferred
    $36,722
    Nontaxable benefits
    $21,286
    Filer's total
    $211,469

  • JESSICA SAVILLE

    PHARMACY MANAGER

    Total calculated
    $238,291
    From this org
    $185,615
    From related orgs
    $0
    Other
    $52,676
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $177,301
    Bonus
    $425
    Other
    $7,889
    Deferred
    $43,807
    Nontaxable benefits
    $8,869
    Filer's total
    $238,291

  • LAURA MAYS

    NURSE PRACTITIONER

    Total calculated
    $177,017
    From this org
    $138,236
    From related orgs
    $0
    Other
    $38,781
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $134,169
    Bonus
    $3,655
    Other
    $412
    Deferred
    $37,967
    Nontaxable benefits
    $814
    Filer's total
    $177,017

  • PHYLLIS SNYDER

    RN TEAM LEAD

    Total calculated
    $268,655
    From this org
    $155,200
    From related orgs
    $0
    Other
    $113,455
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $149,154
    Bonus
    $425
    Other
    $5,621
    Deferred
    $95,914
    Nontaxable benefits
    $17,541
    Filer's total
    $268,655

  • TRACY HIGGINS

    NURSING UNIT DIRECTOR/MANAGER

    Total calculated
    $315,829
    From this org
    $178,697
    From related orgs
    $0
    Other
    $137,132
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $172,081
    Bonus
    $425
    Other
    $6,191
    Deferred
    $136,295
    Nontaxable benefits
    $837
    Filer's total
    $315,829

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. 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: $244,219 - STEVEN ARNER $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

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.

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
202602309349302965

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