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Nonprofiteer
← CARILION TAZEWELL COMMUNITY HOSPITAL

Form 990 for tax year 2023

Filed by CARILION TAZEWELL COMMUNITY HOSPITAL.

Totals

Total revenue
$23,840,115
Total expenses
$30,005,949
Contributions and grants received
$8,978
Grants paid
$49,595
Program service revenue
$23,653,263
Investment income
-$1,181
Other revenue
$179,055
Total assets, end of year
$8,806,285
Total liabilities, end of year
$54,013,568
Net assets or fund balances, end of year
-$45,207,283
Program services expenses (Part IX)
$25,208,743
Management and general expenses
$4,797,206
Fundraising expenses
$0
Program service expenses (Part III)
$25,208,743

Program services were 84.0% 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./Hospital CEO

    Total calculated
    $123,488
    From this org
    $121,367
    From related orgs
    $0
    Other
    $2,121
    Hours/week
    50

  • D Michael Hymes

    Director/Vice Chair

    Total calculated
    $0
    Hours/week
    1.2

  • James C Thompson

    Director/Chair

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

    Total calculated
    $265,505
    From this org
    $0
    From related orgs
    $241,779
    Other
    $23,726
    Hours/week
    1.2 + 48.8 related

    Schedule J breakdown matched by us

    Base
    $0 + $239,434 related
    Bonus
    $0
    Other
    $0 + $2,345 related
    Deferred
    $0 + $6,972 related
    Nontaxable benefits
    $0 + $16,754 related
    Filer's total
    $0 + $265,505 related

  • Kristie Williams

    Director/Hospital VP

    Total calculated
    $266,145
    From this org
    $0
    From related orgs
    $250,738
    Other
    $15,407
    Hours/week
    2.5 + 47.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $201,112 related
    Bonus
    $0 + $41,163 related
    Other
    $0 + $8,463 related
    Deferred
    $0 + $3,409 related
    Nontaxable benefits
    $0 + $11,998 related
    Filer's total
    $0 + $266,145 related

  • Mandy French

    Director

    Total calculated
    $0
    Hours/week
    1.2

  • Mark Mossey MD

    Director

    Total calculated
    $383,212
    From this org
    $0
    From related orgs
    $365,288
    Other
    $17,924
    Hours/week
    1.2 + 48.8 related

    Schedule J breakdown matched by us

    Base
    $0 + $349,586 related
    Bonus
    $0 + $12,657 related
    Other
    $0 + $3,045 related
    Deferred
    $0 + $15,850 related
    Nontaxable benefits
    $0 + $2,074 related
    Filer's total
    $0 + $383,212 related

  • Michael Hoops

    Director

    Total calculated
    $0
    Hours/week
    1.2

  • Nellie Stillwell

    Director

    Total calculated
    $0
    Hours/week
    1.2

  • William Flattery

    Director

    Total calculated
    $373,266
    From this org
    $0
    From related orgs
    $319,259
    Other
    $54,007
    Hours/week
    1.2 + 48.8 related

    Schedule J breakdown matched by us

    Base
    $0 + $277,504 related
    Bonus
    $0 + $26,691 related
    Other
    $0 + $15,064 related
    Deferred
    $0 + $36,986 related
    Nontaxable benefits
    $0 + $17,021 related
    Filer's total
    $0 + $373,266 related

  • 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

  • Anita Witt-Kinder

    RN

    Total calculated
    $133,731
    From this org
    $107,694
    From related orgs
    $0
    Other
    $26,037
    Hours/week
    40

  • David Vance

    Pharmacy Manager

    Total calculated
    $164,055
    From this org
    $142,052
    From related orgs
    $0
    Other
    $22,003
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $141,855
    Bonus
    $0
    Other
    $197
    Deferred
    -$937
    Nontaxable benefits
    $22,940
    Filer's total
    $164,055

  • Elizabeth Myers

    Imaging Services Manager

    Total calculated
    $105,504
    From this org
    $101,644
    From related orgs
    $0
    Other
    $3,860
    Hours/week
    40

  • Kimberly Brown

    Nursing Unit Director/Manager

    Total calculated
    $120,406
    From this org
    $108,359
    From related orgs
    $0
    Other
    $12,047
    Hours/week
    40

  • Sabrina Earls

    RN Team Lead

    Total calculated
    $125,124
    From this org
    $107,121
    From related orgs
    $0
    Other
    $18,003
    Hours/week
    40

  • 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, 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

  • 1a · Tax indemnification and gross-up payments
  • 2 · Substantiation required before reimbursing expenses
  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

Answered no

  • 1b · Written policy on the line-1a expenses
  • 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 1a Tax indemnification and gross-up payments
EMPLOYEES ARE OCCASIONALLY PROVIDED SMALL GIFTS, PRIZES OR AWARDS WHICH MAY BE INCLUDED IN TAXABLE COMPENSATION AT AMOUNTS GROSSED UP FOR TAXES. DURING THE REPORTING PERIOD MS. BALES RECEIVED SUCH BENEFIT.
Schedule J, Part I, Line 1b Written policy regarding payment or reimbursement of expenses
MANAGEMENT MAKES TAX GROSS-UP DECISIONS AT ITS DISCRETION FOR NON-ROUTINE SMALL GIFTS, PRIZES OR AWARDS CONSIDERING IRS REQUIREMENTS, AMOUNT, AND NON-CASH STATUS.
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 filing 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. 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 $172,601 - Nicholas Conte $57,282 - 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
2023
Filed
15 August 2025
IRS schema version
2023v6.0
Source object
202502279349303720

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