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Nonprofiteer
← CARILION BIOMEDICAL INSTITUTE

Form 990 for tax year 2023

Filed by CARILION BIOMEDICAL INSTITUTE.

Totals

Total revenue
$7,870
Total expenses
$7,004
Contributions and grants received
$0
Grants paid
$0
Program services expenses (Part IX)
$4,903
Management and general expenses
$2,101
Fundraising expenses
$0
Program service expenses (Part III)
$4,903

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

  • NANCY H AGEE

    DIRECTOR

    Total calculated
    $3,832,498
    From this org
    $0
    From related orgs
    $3,830,706
    Other
    $1,792
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,718,408 related
    Bonus
    $0 + $353,685 related
    Other
    $0 + $1,758,613 related
    Deferred
    $0 + -$14,700 related
    Nontaxable benefits
    $0 + $16,492 related
    Filer's total
    $0 + $3,832,498 related

  • DONALD B HALLIWILL

    DIRECTOR

    Total calculated
    $1,287,159
    From this org
    $0
    From related orgs
    $1,119,248
    Other
    $167,911
    Hours/week
    1 + 50 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

    BOARD CHAIRMAN, PRESIDENT

    Total calculated
    $529,010
    From this org
    $0
    From related orgs
    $458,008
    Other
    $71,002
    Hours/week
    1 + 50 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

  • BETH A HARBER

    SECRETARY/TREASURER

    Total calculated
    $87,558
    From this org
    $0
    From related orgs
    $79,030
    Other
    $8,528
    Hours/week
    1 + 40 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 $227,735 AND MR. VAUGHAN RECEIVED $57,282 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 PARTICIPATES IN AN EXECUTIVE FLEXIBLE BENEFIT PLAN, UNDER WHICH SHE RECEIVED AN ALLOWANCE OF $245,365 IN THE REPORTING YEAR TO OBTAIN CERTAIN BENEFITS, WITH THE EXCESS DEFERRED UNTIL THE VESTING DATE. AMOUNTS NOW RECEIVED UNDER THIS PLAN IMMEDIATELY VEST AND THUS 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
2023
Filed
5 August 2025
IRS schema version
2023v6.0
Source object
202532199349300233

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