CARILION FRANKLIN MEMORIAL HOSPITAL: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- CARILION FRANKLIN MEMORIAL HOSPITAL (EIN 54-0480606)
- Tax period
- 2022-10-01 to 2023-09-30
- Filed
- 2024-08-15
- IRS object ID
- 202412289349304261
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule H
- Schedule I
- Schedule J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-08-15T20:14:00+00:00 | ReturnTs |
| Tax Period End | 2023-09-30 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 540480606 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Carilion Franklin Memorial Hospital | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CARI | BusinessNameControlTxt |
| Phone | 5402245102 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 12385 | AddressLine1Txt |
| City | Roanoke | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 24025 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | G ROBERT VAUGHAN JR | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 5402245102 | PhoneNum |
| Signature | 2024-08-16 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
| Tax | 2022 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Carl Cline | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 12385 | AddressLine1Txt |
| City | Roanoke | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 24025 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $82,367,079 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CARILIONCLINIC.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1956 | FormationYr |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Activity Or Mission | Our mission is to improve the health of the communities we serve through our commitment to a common purpose of better patient care, better community health, and lower cost. | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 5 | VotingMembersIndependentCnt |
| Total Employee | 603 | TotalEmployeeCnt |
| Total Volunteers | 20 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,936,052 | PYContributionsGrantsAmt |
| CY Contributions Grants | $510,297 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $66,480,215 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $81,320,995 | CYProgramServiceRevenueAmt |
| PY Investment Income | $365,624 | PYInvestmentIncomeAmt |
| CY Investment Income | $180,347 | CYInvestmentIncomeAmt |
| PY Other Revenue | $252,410 | PYOtherRevenueAmt |
| CY Other Revenue | $249,085 | CYOtherRevenueAmt |
| PY Total Revenue | $70,034,301 | PYTotalRevenueAmt |
| CY Total Revenue | $82,260,724 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $71,598 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $86,946 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $27,089,348 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $27,723,123 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $39,718,670 | PYOtherExpensesAmt |
| CY Other Expenses | $44,715,199 | CYOtherExpensesAmt |
| PY Total Expenses | $66,879,616 | PYTotalExpensesAmt |
| CY Total Expenses | $72,525,268 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,154,685 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $9,735,456 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $45,660,792 | TotalAssetsBOYAmt |
| Total Assets EOY | $52,574,219 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $21,624,935 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $18,637,420 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $24,035,857 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $33,936,799 | NetAssetsOrFundBalancesEOYAmt |
| Mission | Our mission is to improve the health of the communities we serve through our commitment to a common purpose of better patient care, better community health, and lower cost. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $60,597,804 | ExpenseAmt |
| Grant | $86,946 | GrantAmt |
| Revenue | $81,351,478 | RevenueAmt |
| Desc | See Schedule O. | Desc |
| Total Program Service Expenses | $60,597,804 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | Yes (true) | OperateHospitalInd |
| Audited Financial Stmt Att | Yes (true) | AuditedFinancialStmtAttInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (true) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 603 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 5 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (true) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MATTHEW BARR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5402245021 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 213 S JEFFERSON ST | AddressLine1Txt |
| City | ROANOKE | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 24011 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (24 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| Carl Cline Jr | |||||||||
| Dir./Sec./Treas./Hospital VP | 50.0 | 0 | Yes (X) | Yes (X) | $203,341 | $0 | -$55,670 | ||
| Victoria Gardner | |||||||||
| Director/Vice President | 1.2 | 0.0 | Yes (X) | Yes (X) | $0 | $768 | $0 | ||
| William Kingery Jr | |||||||||
| Director / President | 2.5 | 2.9 | Yes (X) | Yes (X) | $0 | $11,825 | $0 | ||
| Barbara Jackman | |||||||||
| Director | 1.2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Craig L Bookout MD | |||||||||
| Director | 1.2 | 48.8 | Yes (X) | $0 | $351,583 | -$54,279 | |||
| Dave Peters | |||||||||
| Director | 1.2 | 0.0 | Yes (X) | $0 | $768 | $0 | |||
| Katherine Goff PhD | |||||||||
| Director | 1.2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Sarah Stubbs MD | |||||||||
| Director | 1.2 | 48.8 | Yes (X) | $0 | $196,145 | -$123,301 | |||
| Shannon Moore | |||||||||
| Director | 1.2 | 7.7 | Yes (X) | $0 | $40,237 | $20,749 | |||
| Stephanie Lareau MD | |||||||||
| Director | 1.2 | 48.8 | Yes (X) | $0 | $375,677 | -$95,161 | |||
| Steven Arner | |||||||||
| Director/COO, Carilion Clinic | 2.0 | 48.0 | Yes (X) | $0 | $1,120,207 | -$113,754 | |||
| W Mark Church PhD | |||||||||
| Director | 1.2 | 0 | Yes (X) | $0 | $480 | $0 | |||
| David Hagadorn | |||||||||
| Asst. Treasurer | 0.5 | 49.5 | Yes (X) | $0 | $160,104 | -$121,301 | |||
| Donald Halliwill | |||||||||
| Asst. Treasurer | 0.5 | 49.5 | Yes (X) | $0 | $988,973 | -$138,321 | |||
| G Robert Vaughan Jr | |||||||||
| Asst. Treasurer | 0.5 | 49.5 | Yes (X) | $0 | $409,821 | -$254,014 | |||
| J Harrison Lapuasa | |||||||||
| Asst. Treasurer | 0.5 | 3.0 | Yes (X) | $0 | $0 | $0 | |||
| Julie Smith-Hamilton | |||||||||
| Asst. Secretary | 0.5 | 49.5 | Yes (X) | $0 | $61,128 | $12,403 | |||
| Nicholas Conte | |||||||||
| Asst. Secretary | 1.0 | 49.0 | Yes (X) | $0 | $817,822 | $83,882 | |||
| Nancy Howell Agee | |||||||||
| CEO, Carilion Clinic | 2.0 | 48.0 | $0 | $2,186,283 | $1,001,688 | Yes (X) | |||
| Carole Robertson | |||||||||
| Physical Therapist | 50.0 | 0 | $123,563 | $0 | -$75,772 | Yes (X) | |||
| Donn Bergman | |||||||||
| Physical Therapist | 50.0 | 0 | $131,936 | $0 | $7,184 | Yes (X) | |||
| Ian Stanaway | |||||||||
| Physical Therapist | 50.0 | 0 | $122,106 | $0 | $23,586 | Yes (X) | |||
| Lori McClure | |||||||||
| Pharmacy Manager | 50.0 | 0 | $179,791 | $0 | -$204,550 | Yes (X) | |||
| Shirley Landon-King | |||||||||
| Occupational Therapist | 49.0 | 1.0 | $128,720 | $1,286 | -$109,759 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $889,457 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $6,723,107 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | -$196,390 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 18 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | Address Line2ContractorAddress/USAddress/AddressLine2Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| SKANSKA USA BUILDING INC | ||||||
| 4309 EMPEROR BLVD | SUITE 200 | DURHAM | NC | 27703 | CONSTRUCTION SERVICES | $6,949,145 |
| QUALIVIS LLC | ||||||
| 1601 ASSEMBLY ST | UNIT 1439 | COLUMBIA | SC | 29201 | TEMPORARY STAFFING | $4,058,132 |
| QUEST DIAGNOSTICS | ||||||
| 500 PLAZA DRIVE | SECAUCUS | NJ | 07094 | LABORATORY SERVICES | $1,875,396 | |
| AVANT HEALTHCARE PROFESSIONALS | ||||||
| 1211 SEMORAN BLVD | CASSELBERRY | FL | 32707 | TEMPORARY STAFFING | $194,622 | |
| CROTHALL HEALTHCARE INC | ||||||
| 13028 COLLECTIONS CENTER DRIVE | CHICAGO | IL | 60693 | HOUSEKEEPING SERVICES | $193,112 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 9 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $23,148 | RelatedOrganizationsAmt |
| Government Grants | $245,324 | GovernmentGrantsAmt |
| All Other Contributions | $241,825 | AllOtherContributionsAmt |
| Total Contributions | $510,297 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Net Patient Revenue | 622110 | $80,940,671 | $80,940,671 |
| Rent From Affiliates | 531120 | $380,324 | $380,324 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $81,320,995 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $182,720 | TotalRevenueColumnAmt |
| Exclusion | $182,720 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $111,967 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $111,967 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $111,967 | TotalRevenueColumnAmt |
| Exclusion | $111,967 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $103,982 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $106,355 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$2,373 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$2,373 | TotalRevenueColumnAmt |
| Exclusion | -$2,373 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|---|
| Cafeteria and Vending Revenue | 722514 | $106,635 | $106,635 | |
| Affiliate income | 900099 | $21,994 | $21,994 | |
| 900099 | $8,489 | $8,489 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $137,118 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $82,260,724 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $81,351,478 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $398,949 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $86,946 | TotalAmt |
| Program Services | $86,946 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $248,747 | TotalAmt |
| Management And General | $248,747 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $110,585 | TotalAmt |
| Program Services | $110,585 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,711,503 | TotalAmt |
| Program Services | $21,667,772 | ProgramServicesAmt |
| Management And General | $43,731 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $666,265 | TotalAmt |
| Program Services | $665,691 | ProgramServicesAmt |
| Management And General | $574 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,420,954 | TotalAmt |
| Program Services | $3,373,403 | ProgramServicesAmt |
| Management And General | $47,551 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,565,069 | TotalAmt |
| Program Services | $1,547,733 | ProgramServicesAmt |
| Management And General | $17,336 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,088,644 | TotalAmt |
| Management And General | $11,088,644 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56 | TotalAmt |
| Management And General | $56 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,315 | TotalAmt |
| Program Services | $6,315 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,551 | TotalAmt |
| Management And General | $35,551 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,631,496 | TotalAmt |
| Program Services | $8,463,494 | ProgramServicesAmt |
| Management And General | $168,002 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,125 | TotalAmt |
| Program Services | $5,125 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,198,030 | TotalAmt |
| Program Services | $1,149,750 | ProgramServicesAmt |
| Management And General | $48,280 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $151,776 | TotalAmt |
| Program Services | $151,618 | ProgramServicesAmt |
| Management And General | $158 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,219,276 | TotalAmt |
| Program Services | $1,219,276 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $546,829 | TotalAmt |
| Program Services | $542,366 | ProgramServicesAmt |
| Management And General | $4,463 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $143,945 | TotalAmt |
| Program Services | $143,945 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,302,560 | TotalAmt |
| Program Services | $2,302,560 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $457,116 | TotalAmt |
| Program Services | $240,573 | ProgramServicesAmt |
| Management And General | $216,543 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| Medical Supplies | $7,467,747 | $7,467,747 |
| Bad Debt | $5,755,388 | $5,755,388 |
| Assessment Fees | $2,945,578 | $2,945,578 |
| Affiliate Practice Subsidy | $2,679,158 | $2,679,158 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,609 | TotalAmt |
| Program Services | $72,781 | ProgramServicesAmt |
| Management And General | $7,828 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,525,268 | TotalAmt |
| Program Services | $60,597,804 | ProgramServicesAmt |
| Management And General | $11,927,464 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $717 | BOYAmt |
| EOY | $717 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $961 | BOYAmt |
| EOY | $326 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,420,714 | BOYAmt |
| EOY | $12,996,796 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $427,041 | BOYAmt |
| EOY | $590,055 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $62,156,774 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $34,893,472 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,109,538 | BOYAmt |
| EOY | $27,263,302 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,007,838 | BOYAmt |
| EOY | $3,345,603 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,682,732 | BOYAmt |
| EOY | $8,364,825 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,251 | BOYAmt |
| EOY | $12,595 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,660,792 | BOYAmt |
| EOY | $52,574,219 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,136,524 | BOYAmt |
| EOY | $8,115,724 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $400,493 | BOYAmt |
| EOY | $127,435 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,423,841 | BOYAmt |
| EOY | $5,342,420 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,664,077 | BOYAmt |
| EOY | $5,051,841 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,624,935 | BOYAmt |
| EOY | $18,637,420 | EOYAmt |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,035,857 | BOYAmt |
| EOY | $33,936,799 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,035,857 | BOYAmt |
| EOY | $33,936,799 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,660,792 | BOYAmt |
| EOY | $52,574,219 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $9,735,456 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $963,104 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$797,618 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital | Yes (X) | HospitalInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | false | VolunteersInd |
| Paid Staff Or Management | false | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | false | MailingsMembersInd |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Grants Other Organizations | false | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | false | DirectContactLegislatorsInd |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | Yes (true) | OtherActivitiesInd |
| Other Activities | $6,315 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $6,315 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY | FormAndLineReferenceDesc |
| Explanation | A portion of dues paid to various healthcare industry associations is attributable to lobbying activities. | ExplanationTxt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $408,022 | OtherCostOrOtherBasisAmt |
| Book Value | $408,022 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $36,999,032 | OtherCostOrOtherBasisAmt |
| Depreciation | $17,297,483 | DepreciationAmt |
| Book Value | $19,701,549 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,300 | OtherCostOrOtherBasisAmt |
| Depreciation | $930 | DepreciationAmt |
| Book Value | $8,370 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $21,634,505 | OtherCostOrOtherBasisAmt |
| Depreciation | $16,670,768 | DepreciationAmt |
| Book Value | $4,963,737 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,105,915 | OtherCostOrOtherBasisAmt |
| Depreciation | $924,291 | DepreciationAmt |
| Book Value | $2,181,624 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $27,263,302 | TotalBookValueLandBuildingsAmt |
Financial Derivatives FinancialDerivativesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $247,992 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Alternative Investments | Desc |
| Book Value | $8,116,833 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $8,364,825 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| Pension Liability | $2,516,223 |
| Interest Rate Swap Liability | $132,280 |
| Lease Liability | $678,063 |
| Due to Affiliate | $1,725,275 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $5,051,841 | TotalLiabilityAmt |
Schedule H IRS990ScheduleH
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Assistance Policy | Yes (true) | FinancialAssistancePolicyInd |
| Written Policy | Yes (true) | WrittenPolicyInd |
| All Hospitals Policy | Yes (X) | AllHospitalsPolicyInd |
| FPG Reference Free Care | Yes (true) | FPGReferenceFreeCareInd |
Free Care Oth Percentage FreeCareOthPercentageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | Yes (X) | OtherInd |
| Free Care Other | 300 | FreeCareOtherPct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FPG Reference Discounted Care | Yes (true) | FPGReferenceDiscountedCareInd |
Discounted Care Oth Percentage DiscountedCareOthPercentageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | Yes (X) | OtherInd |
| Discounted Care Other | 500 | DiscountedCareOtherPct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Free Care Medically Indigent | false | FreeCareMedicallyIndigentInd |
| Financial Assistance Budget | Yes (true) | FinancialAssistanceBudgetInd |
| Expenses Exceed Budget | false | ExpensesExceedBudgetInd |
| Annual Community Bnft Report | Yes (true) | AnnualCommunityBnftReportInd |
| Report Publically Available | Yes (true) | ReportPublicallyAvailableInd |
Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $967,448 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $967,448 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0145 | TotalExpensePct |
Unreimbursed Medicaid UnreimbursedMedicaidGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $16,682,699 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $16,963,429 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $0 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0 | TotalExpensePct |
Unreimbursed Costs UnreimbursedCostsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Community Benefit Expns | $0 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0 | TotalExpensePct |
Total Financial Assistance Typ TotalFinancialAssistanceTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 0 | ActivitiesOrProgramsCnt |
| Persons Served | 0 | PersonsServedCnt |
| Total Community Benefit Expns | $17,650,147 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $16,963,429 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $967,448 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0145 | TotalExpensePct |
Community Health Services CommunityHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $231,547 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $23,778 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $207,769 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0031 | TotalExpensePct |
Health Professions Education HealthProfessionsEducationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $114 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $114 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0000 | TotalExpensePct |
Subsidized Health Services SubsidizedHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Community Benefit Expns | $0 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0 | TotalExpensePct |
Research ResearchGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Community Benefit Expns | $0 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0 | TotalExpensePct |
Cash And In Kind Contributions CashAndInKindContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $105,481 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $105,481 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0016 | TotalExpensePct |
Total Other Benefits TotalOtherBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 0 | ActivitiesOrProgramsCnt |
| Persons Served | 0 | PersonsServedCnt |
| Total Community Benefit Expns | $337,142 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $23,778 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $313,364 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0047 | TotalExpensePct |
Total Community Benefits TotalCommunityBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 0 | ActivitiesOrProgramsCnt |
| Persons Served | 0 | PersonsServedCnt |
| Total Community Benefit Expns | $17,987,289 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $16,987,207 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $1,280,812 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0192 | TotalExpensePct |
Physical Imprv And Housing PhysicalImprvAndHousingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Community Benefit Expns | $0 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0 | TotalExpensePct |
Economic Development EconomicDevelopmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $3,827 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $3,827 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0001 | TotalExpensePct |
Community Support CommunitySupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $9,014 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $9,014 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0001 | TotalExpensePct |
Environmental Improvements EnvironmentalImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Community Benefit Expns | $0 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0 | TotalExpensePct |
Leadership Development LeadershipDevelopmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Community Benefit Expns | $0 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0 | TotalExpensePct |
Coalition Building CoalitionBuildingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $10,287 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $10,287 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0002 | TotalExpensePct |
Health Improvement Advocacy HealthImprovementAdvocacyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $113 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $113 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0000 | TotalExpensePct |
Workforce Development WorkforceDevelopmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $321 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $321 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0000 | TotalExpensePct |
Other Communtity Building Acty OtherCommuntityBuildingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Community Benefit Expns | $0 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0 | TotalExpensePct |
Total Communtity Building Acty TotalCommuntityBuildingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 0 | ActivitiesOrProgramsCnt |
| Persons Served | 0 | PersonsServedCnt |
| Total Community Benefit Expns | $23,562 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $23,562 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0004 | TotalExpensePct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | Yes (true) | BadDebtExpenseReportedInd |
| Bad Debt Expense | $5,755,388 | BadDebtExpenseAmt |
| Reimbursed By Medicare | $16,322,313 | ReimbursedByMedicareAmt |
| Cost Of Care Reimbursed By Medcr | $17,037,950 | CostOfCareReimbursedByMedcrAmt |
| Medicare Surplus Or Shortfall | -$715,637 | MedicareSurplusOrShortfallAmt |
Costing Methodology Used CostingMethodologyUsedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost To Charge Ratio | Yes (X) | CostToChargeRatioInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Debt Collection Policy | Yes (true) | WrittenDebtCollectionPolicyInd |
| Financial Assistance Prvsn | Yes (true) | FinancialAssistancePrvsnInd |
| Hospital Facilities | 1 | HospitalFacilitiesCnt |
Hospital Facilities HospitalFacilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 1 | FacilityNum |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARILION FRANKLIN MEMORIAL HOSPITAL | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 390 South Main Street | AddressLine1Txt |
| City | ROCKY MOUNT | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 24151 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Website Address | https://carilionclinic.org/locations/carilion-franklin-memorial-hospital | WebsiteAddressTxt |
| State License | H 1836 | StateLicenseNum |
| Licensed Hospital | Yes (X) | LicensedHospitalInd |
| General Medical And Surgical | Yes (X) | GeneralMedicalAndSurgicalInd |
| Emergency Room24 Hrs | Yes (X) | EmergencyRoom24HrsInd |
Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp
Hospital Facility Name HospitalFacilityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARILION FRANKLIN MEMORIAL HOSPITAL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 1 | FacilityNum |
| First Licensed CY Or PY | false | FirstLicensedCYOrPYInd |
| Tax Exempt Hospital CY Or PY | false | TaxExemptHospitalCYOrPYInd |
| CHNA Conducted | Yes (true) | CHNAConductedInd |
| Community Definition | Yes (X) | CommunityDefinitionInd |
| Community Demographics | Yes (X) | CommunityDemographicsInd |
| Existing Resources | Yes (X) | ExistingResourcesInd |
| How Data Obtained | Yes (X) | HowDataObtainedInd |
| Community Health Needs | Yes (X) | CommunityHealthNeedsInd |
| Other Health Issues | Yes (X) | OtherHealthIssuesInd |
| Community Hlth Needs Id Process | Yes (X) | CommunityHlthNeedsIdProcessInd |
| Consulting Process | Yes (X) | ConsultingProcessInd |
| Prior CHNA Impact | Yes (X) | PriorCHNAImpactInd |
| CHNA Conducted | 20 | CHNAConductedYr |
| Take Into Account Others Input | Yes (true) | TakeIntoAccountOthersInputInd |
| CHNA Conducted With Other Fclts | false | CHNAConductedWithOtherFcltsInd |
| CHNA Conducted With Non Fclts | Yes (true) | CHNAConductedWithNonFcltsInd |
| CHNA Report Widely Available | Yes (true) | CHNAReportWidelyAvailableInd |
| Rpt Available On Own Website | Yes (X) | RptAvailableOnOwnWebsiteInd |
| Own Website URL | https://www.carilionclinic.org/cho-community-health-assessments#reports | OwnWebsiteURLTxt |
| Other Website | Yes (X) | OtherWebsiteInd |
| Other Website URL | https://issuu.com/carilionclinic/docs/2021_franklin_chna_report_final | OtherWebsiteURLTxt |
| Paper Copy Public Inspection | Yes (X) | PaperCopyPublicInspectionInd |
| Rpt Available Thru Other Method | Yes (X) | RptAvailableThruOtherMethodInd |
| Implementation Strategy Adopt | Yes (true) | ImplementationStrategyAdoptInd |
| Implementation Strategy Adpt | 21 | ImplementationStrategyAdptYr |
| Strategy Posted Website | Yes (true) | StrategyPostedWebsiteInd |
| Strategy Website URL | https://www.carilionclinic.org/cho-community-health-assessments#reports | StrategyWebsiteURLTxt |
| Organization Incur Excise Tax | false | OrganizationIncurExciseTaxInd |
| Elig Criteria Explained | Yes (true) | EligCriteriaExplainedInd |
| FPG Family Incm Lmt Free Dscnt | Yes (X) | FPGFamilyIncmLmtFreeDscntInd |
| FPG Family Incm Lmt Free Care | 300.0 | FPGFamilyIncmLmtFreeCarePct |
| FPG Family Incm Lmt Dscnt Care | 500.0 | FPGFamilyIncmLmtDscntCarePct |
| Asset Level Criteria | Yes (X) | AssetLevelCriteriaInd |
| Insurance Status Criteria | Yes (X) | InsuranceStatusCriteriaInd |
| Underinsurance Stat Criteria | Yes (X) | UnderinsuranceStatCriteriaInd |
| Explained Basis | Yes (true) | ExplainedBasisInd |
| App Financial Asst Expln | Yes (true) | AppFinancialAsstExplnInd |
| Described Info | Yes (X) | DescribedInfoInd |
| Described Suprt Doc | Yes (X) | DescribedSuprtDocInd |
| Provided Hospital Contact | Yes (X) | ProvidedHospitalContactInd |
| Includes Publicity Measures | Yes (true) | IncludesPublicityMeasuresInd |
| FAP Available On Website | Yes (X) | FAPAvailableOnWebsiteInd |
| FAP Available On Website URL | https://www.carilionclinic.org/billing/financial-assistance | FAPAvailableOnWebsiteURLTxt |
| FAP App Available On Website | Yes (X) | FAPAppAvailableOnWebsiteInd |
| FAP App Available On Website URL | https://www.carilionclinic.org/billing/financial-assistance | FAPAppAvailableOnWebsiteURLTxt |
| FAP Summary On Website | Yes (X) | FAPSummaryOnWebsiteInd |
| FAP Summary On Website URL | https://www.carilionclinic.org/billing/financial-assistance | FAPSummaryOnWebsiteURLTxt |
| FAP Avlbl On Request No Charge | Yes (X) | FAPAvlblOnRequestNoChargeInd |
| FAP App Avlbl On Request No Chrg | Yes (X) | FAPAppAvlblOnRequestNoChrgInd |
| FAP Sum Avlbl On Request No Chrg | Yes (X) | FAPSumAvlblOnRequestNoChrgInd |
| Notified FAP Copy Bill Display | Yes (X) | NotifiedFAPCopyBillDisplayInd |
| Communtity Notified FAP | Yes (X) | CommuntityNotifiedFAPInd |
| FAP Translated | Yes (X) | FAPTranslatedInd |
| FAP Actions On Nonpayment | Yes (true) | FAPActionsOnNonpaymentInd |
| Permit No Actions | Yes (X) | PermitNoActionsInd |
| Collection Activities | false | CollectionActivitiesInd |
| Provided Written Notice | Yes (X) | ProvidedWrittenNoticeInd |
| Made Effort Orally Notify | Yes (X) | MadeEffortOrallyNotifyInd |
| Processed FAP Application | Yes (X) | ProcessedFAPApplicationInd |
| Made Presumptive Elig Determ | Yes (X) | MadePresumptiveEligDetermInd |
| Nondis Emergency Care Policy | Yes (true) | NondisEmergencyCarePolicyInd |
| Look Back Medicare Private | Yes (X) | LookBackMedicarePrivateInd |
| Amounts Generally Billed | false | AmountsGenerallyBilledInd |
| Gross Charges | false | GrossChargesInd |
Supplemental Information SupplementalInformationGrp (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule H, Part V, Section B, Line 3E | The publicly available community health needs assessment report details the prioritization process for the community's significant health needs as identified through the CHNA. The Community Health Assessment Team (CHAT), made up of community stakeholders, reviews all data and completes a prioritization survey. Through the survey, each CHAT member selects and ranks the most pertinent community needs. The data are combined and priorities are selected based on the highest weighted score of each need. Through this process, CHAT members prioritize needs according to the need's perceived burden, scope, severity or urgency; the importance the community places on addressing the need through survey responses and other interactions; and each member's unique perspective on community health. |
| Schedule H, Part V, Section B, Line 5 Facility , 1 | Facility , 1 - CARILION FRANKLIN MEMORIAL HOSPITAL. Carilion Clinic's Community Health Needs Assessments (CHNAs) are community-driven projects. Their success is highly dependent on engaging citizens, health and human service agencies, businesses and community leaders. Stakeholder collaborations known as Community Health Assessment Teams (CHATs) lead the CHNAs. The CHATs are a dynamic group that includes health and human service agency leaders, people with exceptional knowledge of, or expertise in, public health, and local health department officials. The CHATs obtain input from leaders, representatives or members of medically underserved populations who report low-income, are minorities and suffer from chronic diseases. The following organizations served on the CHAT for the 2021 Franklin County Area Community Health Needs Assessment (FCACHNA): Franklin County Public Safety, Friends of Pigg River, Disability Rights and Resource Center, Rocky Mount Health and Rehab, Smith Mountain Lake Regional Chamber of Commerce, Department of Social Services, Ferrum College, Franklin County Public Schools, Bernard Healthcare Center & Free Clinic, Franklin Center, Piedmont Community Services, Tri-Area Community Health Center-Ferrum, Southern Virginia Child Advocacy Center, West Piedmont Health District, United Way of Roanoke Valley/Healthy Franklin County, Franklin County Parks and Recreation, Piedmont Community Services, and Habitat for Humanity, in addition to representatives from multiple Carilion Clinic departments. To obtain input from the community, the FCACHNA conducted a focus group among CHAT stakeholders and administered a 40-question community health survey broadly across the service area. This occurred from October 1, 2020, through January 31, 2021. The community health survey was developed (in English and Spanish) with questions about socioeconomic factors; access to medical, dental and mental health care; health behaviors; physical environment; health outcomes; and demographics. The survey included commonly used questions and metrics from previously validated community surveys conducted by organizations such as the National Association of County and City Health Officials and Centers for Disease Control and Prevention. During the CHNA process, community stakeholders, leaders and providers were encouraged to complete a stakeholder survey electronically to provide additional perspectives about our community's health needs and barriers. A focus group was held with the CHAT stakeholders to further discuss the data collected through the stakeholder survey. The CHAT assisted with survey distribution in an effort to reach particular target populations. The survey focused on Franklin County and Henry County residents 18 years of age and older. Special efforts were made to include underserved/vulnerable populations disproportionately impacted by social determinants of health such as income, race/ethnicity, education and insurance status. Specific populations served by CHAT representatives include the un- or underinsured, the homeless, the food insecure, small business owners, and low-income individuals and families with young children, among others. Due to the COVID-19 pandemic, most responses were collected electronically, though the survey was also available by phone and on paper. |
| Schedule H, Part V, Section B, Line 6b Facility , 1 | Facility , 1 - CARILION FRANKLIN MEMORIAL HOSPITAL. The 2021 Franklin County Area Community Health Needs Assessment was conducted with: Franklin County Public Safety, Friends of Pigg River, Disability Rights and Resource Center, Rocky Mount Health and Rehab, Smith Mountain Lake Regional Chamber of Commerce, Department of Social Services, Ferrum College, Franklin County Public Schools, Bernard Healthcare Center & Free Clinic, Franklin Center, Piedmont Community Services, Tri-Area Community Health Center-Ferrum, Southern Virginia Child Advocacy Center, West Piedmont Health District, United Way of Roanoke Valley/Healthy Franklin County, Franklin County Parks and Recreation, Piedmont Community Services, and Habitat for Humanity. |
| Schedule H, Part V, Section B, Line 7 Facility , 1 | Facility , 1 - CARILION FRANKLIN MEMORIAL HOSPITAL. The Community Health Assessment Team shared the 2021 Franklin County Area Community Health Needs Assessment on partner websites and social media, as well as a presentation to the Chamber of Commerce. |
| Schedule H, Part V, Section B, Line 11 Facility , 1 | Facility , 1 - CARILION FRANKLIN MEMORIAL HOSPITAL. The following information describes the implementation strategy used by Carilion Franklin Memorial Hospital (CFMH) to address the community health needs identified in the 2021 Franklin County Area Community Health Needs Assessment (FCACHNA). The complete implementation strategy is available online at https://www.carilionclinic.org/sites/default/files/2022-02/2021%20CFMH%20Implementation%20Strategy_FINAL%20APPROVED.pdf. The top prioritized needs for the 2021 FCACHNA were grouped into four overarching categories: mental health, access to care, health behaviors and access to services. We have been addressing prioritized needs with the following strategies and a commitment of financial resources, staff time and leadership. Strategies to address mental health include supporting ongoing work of other organizations in addressing recovery and transitional housing with a Carilion physician providing regular educational sessions with women at the Pearl House, a transitional home for mothers and children; providing community grants to mental health safety net providers; expanding the PACE (partnership-access-care-empowerment) program; supporting the Franklin County Opioid Task force and the Martinsville and Henry County Task Force in creating a new regional awareness campaign for medication drop boxes; continuing to provide a permanent medication drop box in CFMH emergency department waiting area; continuing to facilitate and promote drug takeback events every spring and fall; continuing to monitor physician prescription ordering for opioids; and continuing participation in the local prevention coalition (FRESH - Focus on Response and Education to Stay Healthy). Strategies to address access to care include providing support for the Free Clinic of Franklin County through grants and board representation; launching Carilion Now platform for virtual visits; converting a 0.6 FTE physician to 1.0 FTE at the Westlake Family and Internal Medicine practice; and opening a new dental practice located at the Tanglewood Center in Roanoke. We also continue to work towards making prevention services available in neighborhoods and easy-to-access community locations. Strategies to address health behaviors include supporting work to address chronic disease, obesity and poor eating habits through food access and increased physical activity; providing grant funding to Stepping Stone Mission to support their soup kitchen; and providing community health education and participating in community events such as health fairs, immunizations and health screenings. A new health educator was hired in FY22 who is serving the Franklin County area. Strategies to address access to services include hiring a community health worker to serve the Franklin area; and promoting an external community resource referral resource, Unite Us. Additional strategies to more broadly address a culture of community health and its ties to each of the priority needs include developing a system-wide community health investment plan; further developing community health infrastructure; engaging employees in supporting community partnerships through Board representation with Franklin County Non-Emergent Transportation Services and the Free Clinic of Franklin County; and leveraging internal data to assess health disparities. Progress made in 2023 to further develop a culture of community health continued to build upon increasing infrastructure and strategic impact. Community Health and Outreach services have been integrated into the electronic medical record system, increasing provider knowledge of and capacity for referrals to health education, community health nursing, and community health worker services. The Community Health and Development division continues working closely with the Clinical Advancement and Patient Safety department, the office of Diversity, Equity, and Inclusion, Health Analytics, and others on a health equity steering committee to identify and address health disparities in the communities we serve. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 0 | FacilityNum |
Supplemental Information Detail SupplementalInformationDetail (17 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule H, Part I, Line 3c OTHER FINANCIAL ASSISTANCE ELIGIBILITY CRITERIA | Financial assistance policy in effect for fiscal year 2023: families with family income equal or below 300% of the Federal Poverty Guidelines and countable assets equal or below $25,000 receive 100% adjustment under FAP. Families with family income greater than 300% of the Federal Poverty Guidelines but less than or equal to 500% of the Federal Poverty Guidelines or countable assets above $25,000 and less than or equal to $100,000 receive a partial adjustment under FAP. The partial adjustment matches the highest AGB percentage determined for all facilities. |
| Schedule H, Part I, Line 6a PUBLIC AVAILABILITY OF COMMUNITY BENEFIT REPORT | Information about community benefit is reported annually through a consolidated report prepared by Carilion Clinic (EIN 54-1190771). Printed copies of this report are distributed throughout communities served by hospitals affiliated with Carilion Clinic. Additionally, the community benefit report is available on Carilion Clinic's website: https://www.carilionclinic.org/cho-community-health-assessments#community-benefit-reports |
| Schedule H, Part I, Line 7 Bad Debt Expense excluded from financial assistance calculation | 5755388 |
| Schedule H, Part I, Line 7 Costing Methodology used to calculate financial assistance | Line 7a and 7b: For activities reported on the Medicaid Cost Report, a cost-to-charge ratio as determined from the Medicaid Cost Report was used. For all other activities, a cost to charge ratio derived from Worksheet 2 of the 990 instructions was used. Line 7e through 7i are reported at actual cost. |
| Schedule H, Part II Community Building Activities | Line 2 - Economic development: As the largest employer in Southwest Virginia, Carilion impacts economic development by investing in jobs, increased wages for employees and various capital building projects. In addition, Carilion had in-kind expenses from support of the Smith Mountain Lake Chamber of Commerce, and direct economic development expense support of Cruisin' Rocky Mount, an event which benefits local businesses and builds a vibrant community. Support was also provided to the Community Partnership, promoting economic strength and development of Rocky Mount and Franklin County. Line 3 - Community support: Research demonstrates the strong connection between social determinants of health-such as transportation and education-and communities' overall health and well-being. Carilion supports nonprofit organizations addressing barriers to good health arising from these social determinants in various ways. Carilion also collaborates with local partners to support better education and opportunities for children and families and improved housing, better nutrition and additional resources for our neighbors in need. These efforts help to remove a range of obstacles to good health for our region's residents. CFMH is involved with various health and social determinant-related initiatives, providing organizational support and monetary donations. For example, Carilion supported Virginia Cooperative Extension, local Parks and Recreation, the agricultural fair, and Ferrum College. Line 6 - Coalition building: Carilion believes in the power of collaboration and understands that we must address our most significant health issues in concert with the community. To ensure lasting impact from the health assessment and community health improvement process, Carilion participates in coalitions that address health, safety and social determinant needs in the Franklin County area. We also partner with multiple community and business organizations on initiatives to improve health and wellness for everyone living in the Franklin County area. An example is Carilion's representation on the Rocky Mount Rotary Club-a group working together to advance goodwill in the area. Carilion also participated on the local Red Cross board, Healthy Franklin County, the Roanoke Valley Hearing and Speech Center board, and participated with the local NAACP, CASA, and Local Emergency Planning Committee. Line 7 - Community health improvement advocacy: Carilion's mission of community health improvement focuses not only on what the organization does directly but also on supporting the advocacy efforts of other organizations. Carilion participated in the Franklin County strategic planning process in order to ensure community health improvement continued to be a priority for the local government. Line 8 - Workforce development: With the understanding that employment is directly linked to health and wellness, Carilion partners to provide workforce development and training for community members. Carilion supported the STEM Health and Applied Program Advisory Board and the Franklin County High School Auxiliary. |
| Schedule H, Part III, Line 2 Bad debt expense - methodology used to estimate amount | Carilion Franklin Memorial Hospital estimates bad debt expense by reserving a percentage of all self-pay patient accounts receivable by aging category, based on collection history, adjusted for expected recoveries and, if present, anticipated changes in trends |
| Schedule H, Part III, Line 4 Bad debt expense - financial statement footnote | Patient accounts receivable are stated at net realizable amounts due from patients, third-party payors, and other insurers for which Carilion Franklin Memorial Hospital expects to be entitled in exchange for providing patient care. In accordance with Accounting Standards Update (ASU) No. 2014-09, Revenue from Contracts with Customers (Topic 606) (ASU 2014-09), the estimated uncollectible amounts are generally considered implicit price concessions that are a direct reduction to patient accounts receivable. |
| Schedule H, Part III, Line 8 Community benefit & methodology for determining medicare costs | Medicare allowable costs are determined from the Medicare cost report using the cost-to-charge ratio. The hospital believes our Medicare shortfall is a cost we incur as a benefit to the community. IRS REV. RUL. 69-545 provides that one of the factors demonstrating community benefit is caring for patients who pay their bills through public programs such as Medicare. In order to operate for the benefit of the broad community that we serve we must include our significant Medicare population, even if we are required to subsidize care to our Medicare patients due to being reimbursed at less than cost by Medicare's nonnegotiable rates. |
| Schedule H, Part III, Line 9b Collection practices for patients eligible for financial assistance | When accounts receivable efforts are exhausted, the account may be placed with a collection agency and extraordinary collection actions (ECAs) may be considered. Accounts will not be placed with a collection agency prior to 120 days from the date the first post-discharge billing statement is provided except when mailings are returned with no forwarding address and combining multiple accounts of varying age with those already transferred or for legal verification regarding other liabilities. Reasonable efforts will be made to identify appropriate forwarding addresses. When a financial assistance application (FAA) is received during the application period (within 240 days after the date the first post-discharge billing statement is provided), but after initiation of ECAs, all ECAs will be suspended. Best efforts will be made to process completed applications within 30 days of receipt of the application; financial assistance eligibility will be determined and communicated to the individual. Incomplete applications must be completed within 30 days of the initial notification of additional items required; otherwise, the application will be deemed incomplete and closed. If an individual is eligible for financial assistance, ECAs, other than the sale of debt, will be reversed and any payments related to eligible care refunded to the extent no longer owed. ECAs will be reinstated if the individual is not eligible for financial assistance or does not complete the FAA by the deadline. At least 30 days before initiating an ECA, Carilion will send the patient written notice of intended ECA(s), a plain language summary explaining financial assistance available and the process for determining eligibility, and the deadline for applying for assistance. Carilion will also attempt to call individuals at least 30 days before initiating an ECA to make them aware of the financial assistance available and how to obtain assistance with the application process. Carilion shall enter into a written contract with any collection agency to which it refers bad debt. The contract will obligate the collection agency to observe and comply with Carilion's obligations under this policy and the Financial Assistance Policy. A collection agency to which bad debt is referred for collection may not engage in any ECAs without the prior written consent of Carilion. After making reasonable efforts to determine if a patient qualifies for financial assistance and the patient either does not qualify for financial assistance or fails to submit an application as requested, within 240 days from the date the first post-discharge billing statement is provided, Carilion may engage in one or more of the following ECAs: 1. Place a lien on an individual's property; 2. Attach or seize an individual's bank account or any other personal property; 3. Commence a civil action against an individual; 4. Garnish an individual's wages; 5. Sell an individual's debt to another party; or 6. Report the account to credit agencies. Individual account balances greater than $5,000 are not sent to a collection agency. These are handled through the Debt Recovery Department (DRD) for verification of financial assistance status before further collection activity occurs. DRD will also investigate any accounts that require special handling. For example, in cases of a deceased patient, auto accident, or any other unique circumstances requiring special handling, the accounts are placed with the DRD. When all collection efforts have been exhausted, all hospital accounts will be returned and closed as uncollectible. No further collection activity is taken at that time. Accounts with satisfactory payment arrangements, legal activity or accounts with pending payment will be considered active and are not returned. |
| Schedule H, Part V, Section B, Line 16a FAP website | - CARILION FRANKLIN MEMORIAL HOSPITAL: Line 16a URL: https://www.carilionclinic.org/billing/financial-assistance; |
| Schedule H, Part V, Section B, Line 16b FAP Application website | - CARILION FRANKLIN MEMORIAL HOSPITAL: Line 16b URL: https://www.carilionclinic.org/billing/financial-assistance; |
| Schedule H, Part V, Section B, Line 16c FAP plain language summary website | - CARILION FRANKLIN MEMORIAL HOSPITAL: Line 16c URL: https://www.carilionclinic.org/billing/financial-assistance; |
| Schedule H, Part VI, Line 2 Needs assessment | In addition to conducting regular Community Health Needs Assessments (CHNAs), Carilion Clinic closely monitors community health indicators and responds to needs as they arise. Each year, Carilion updates scorecards with refreshed County Health Rankings indicators provided by the Robert Wood Johnson Foundation and incorporates health data from other secondary data sources. Carilion is also responsive to needs identified through clinical data and internal departments. Carilion's call center, Carilion Direct, is available for community members to ask questions and connect with community resources. Carilion is also in the process of hiring a community health worker (CHW) to help address needs, and data will be reviewed periodically to identify trends in health care needs of patients served by CHWs. Unite Virginia data on referrals to community-based resources is also monitored regularly in order to understand the social determinant of health needs across our region. Needs are also identified through current collaborative relationships and community partnerships. Ongoing collaboration with stakeholders allows for regular communication of needs and gives our partners opportunities to respond cohesively. Carilion has adapted its community health improvement process from Associates in Process Improvement's Model for Improvement and the Plan-Do-Study-Act cycle developed by Walter Shewhart. It consists of five steps: (1) conducting the CHNA, (2) strategic planning, (3) creating the implementation strategy, (4) program implementation and (5) evaluation. This cycle is repeated every three years. Carilion fosters community development in its CHNA and community health improvement processes through the Strive Collective Impact Model for the Community Health Assessment Team. This evidence-based model focuses on "the commitment of a group of important players from different sectors to a common agenda for solving a specific social problem(s) has been proven to lead to large-scale changes. It focuses on relationship-building between organizations and the progress toward shared strategies. |
| Schedule H, Part VI, Line 3 Patient education of eligibility for assistance | Information on Financial Assistance is provided to the patient at hospital admission and ambulatory areas in the form of signage, a plain language summary which includes contact information, financial assistance application and documentation in the inpatient handbook. Patient Access staff, Hospital social workers and customer service representatives verbally inform patients on availability of assistance. Each patient statement and patient financial responsibility letter includes information on the Financial Assistance policy including who to contact for additional information and location of in-person assisters. The Application, the Policy, and the plain language summary are available free of charge to the patient. They are available by mail and on the web site if the patient did not receive written information at the time of service. Financial Assistance policy and application are also distributed to community partners through electronic mailing groups. Carilion Clinic employs an Eligibility staff that counsel patients on federal and state programs. The staff completes applications for Medicaid and provides information on Social Security, Social Security Disability and Medicare. The staff provides support services ensuring the applications are processed correctly based on federal and state policy. In addition, Eligibility staff are trained as Certified Application Counselors and will assist patients in enrollment in the Marketplace. Eligibility staff will also complete Carilion's financial assistance application and counsel patients on the requirements for financial assistance. |
| Schedule H, Part VI, Line 4 Community information | Franklin County is part of the Roanoke Valley metropolitan statistical area, a region flush with resources including food, health and human services, arts and culture, and outdoor amenities. Additionally, within the service area, resources are accessible to residents in the city of Martinsville, the town of Rocky Mount, the Smith Mountain Lake area, and other smaller communities. Health and human service organizations work to reduce the disparities in access to care and access to resources for many residents of the region. The Franklin County Area is comprised of distinct communities with disparities in size, population, and social determinants of health. The 2018-2022 American Community Survey (ACS) found the total population of the counties of Franklin and Henry to be 54,838 and 50,760 respectively. Median age is similar at 48.4 in Franklin County and 48.3 in Henry County. The Weldon Cooper Center of Public Service predicts positive future population change for Franklin County and negative population change for Henry County by 2040. The ACS finds that both Franklin and Henry Counties have a more significant percentage of the population that is White (86.68% and 67.74%) than in the Commonwealth of Virginia (59.97%) as a whole. Henry County also has a larger percentage of the population that is Black (23.67%) than in the Commonwealth of Virginia (21.29%) (US Census Bureau, ACS, 2018-2022). Franklin and Henry Counties are designated as Health Professional Shortage Areas for primary care, mental health, and dental health for low-income residents, and Medically Underserved Areas for primary care. There is another hospital in Henry County owned by Sovah Health. CFMH is the only hospital in Franklin County. (https://data.hrsa.gov/tools/shortage-area) The 2018-2022 ACS states that the average household income in Franklin County is $89,849 and in Henry County is $58,729. Franklin County has 5.44% of the population living at or below the Federal Poverty Level. In Henry County that number is 5.62%. Both counties have higher poverty rates than Virginia (4.88%) (US Census Bureau, ACS, 2018-2022). The ACS shows that 21.08% of the population in Franklin County are receiving Medicaid and 7.19% have no insurance coverage. In Henry County, 29.98% are receiving Medicaid and 8.10% have no insurance. Of the patients receiving care at CFMH in FY23, 25.63% have Medicaid coverage and 4.55% are self-pay (Strata internal data). |
| Schedule H, Part VI, Line 5 Promotion of community health | Carilion Franklin Memorial Hospital is part of the non-profit Carilion Clinic integrated health care system located among the Blue Ridge Mountains. Carilion provides quality care for nearly one million individuals through a comprehensive network of hospitals, primary and specialty physician practices, wellness centers and other complementary services. Carilion's roots go back more than a century when a group of dedicated citizens came together and built a hospital to meet the community's health care needs. Today, Carilion is a vital anchor institution focused on health care and dedicated to our mission of improving the health of the communities we serve. With an enduring commitment to our region's health, care is advanced through clinical services, medical education, research and community health investments. Carilion believes in service, collaboration and caring for all. Carilion invests in discovering and responding to local and regional health needs, understanding that we must involve additional stakeholders to address community health issues and create change effectively. Carilion recognizes the impact the environment has on the health of our communities. Efforts continue to make our hospitals and other facilities more energy-efficient, increase recycling and use of recyclable or bio-degradable materials, reduce waste materials and serve local, sustainable foods to patients and in our cafeterias. Carilion has an office of sustainability which leads these efforts and empowers employees to be involved in environmental health related projects. Carilion Franklin Memorial Hospital (CFMH) provides a full range of top-quality inpatient and outpatient care for Franklin County area residents. The facility includes an inpatient hospital and medical offices for acute and specialty care. CFMH's health care professionals provide patients with reliable, safe care to get them on the road to recovery, close to home. For inpatient care, CFMH physicians diagnose and treat illnesses, anticipate problems and rapidly respond to changes in patient conditions. Emergency services are onsite 24/7 and CFMH offers direct access to Carilion's Level 1 Trauma Center if an advanced level of care is needed. Other onsite services include imaging services, inpatient and outpatient surgical services, therapy services (PT, OT, ST, RT), and laboratory. CFMH serves all patients regardless of their ability to pay. The hospital's governing board members are elected annually and reside in the region. The majority of members are neither hospital employees nor contractors. Medical staff privileges are extended to qualified providers. Surplus funds are reinvested in new technology, clinical initiatives, education and charitable efforts. Reinvestments include providing free, discounted and subsidized care and critical medical services not otherwise offered in our region. |
| Schedule H, Part VI, Line 6 Affiliated health care system | Carilion Franklin Memorial Hospital is wholly owned by Carilion Clinic, a not-for-profit health care organization based in Roanoke, Virginia. Carilion Clinic includes a comprehensive network of hospitals, primary and specialty physician practices, and complementary services consisting of six hospital entities, 81 specialties, and 248 practice sites across Southwest Virginia. All of these are centered on a common mission and shared values. In the mid-2000s, Carilion made the strategic decision to transform from a collection of hospitals to a physician-led, integrated health care system. Advances include developing a multi-specialty physician group, transforming our primary care practices into patient-centered medical homes, implementing electronic health records system-wide, creating a robust partnership with Virginia Tech, including developing the Virginia Tech Carilion (VTC) School of Medicine and the Fralin Biomedical Research Institute at VTC. Each decision and adaptation have fundamentally changed the way Carilion collaborates and provides care (https://www.carilionclinic.org/about-carilion-clinic). Carilion's community and population health infrastructure is the health system's engine for providing collaborative opportunities to improve and promote the community's health. Carilion's Community Health Assessments process helps identify the strengths and barriers impacting health. Our community-based programs reflect the Robert Wood Johnson Foundation's framework of four main influences of health: health behaviors, social and economic factors, clinical care access and quality, and physical environment. Our many partnerships with cross-sector organizations create a collaborative culture of health and wellness. Carilion has a long history of working with Radford University and Jefferson College to advance health professionals' education. Founded in 1914 as the Jefferson Hospital School of Nursing, what became known as the Jefferson College of Health Sciences merged with Radford University in early 2018 to form Radford University Carilion (RUC). Located on the campus of Carilion Roanoke Community Hospital, this higher education institution "prepares, within a scholarly environment, ethical, knowledgeable, competent and caring healthcare professionals." Today, RUC provides more than 1,100 students with opportunities to become part of the health care profession, serving communities ranging from Southwest Virginia to the Shenandoah Valley and beyond. The school's graduates are building healthier tomorrows in our region and across the country every day. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| Children's Advocacy Prog of Blue Ridge | |||||||
| 300 S Main St | Rocky Mount | VA | 24151 | 541950268 | 501(c)(3) | $12,000 | Operations support |
| Free Clinic of Franklin County | |||||||
| 1171 Franklin St | Rocky Mount | VA | 24151 | 541634138 | 501(c)(3) | $21,000 | Primary care access via NP |
| Habitat for Humanity of Franklin Co VA | |||||||
| 1145 Franklin St | Rocky Mount | VA | 24151 | 541723239 | 501(c)(3) | $10,000 | Critical home repair |
| Healing Strides of Virginia | |||||||
| PO Box 456 | Boones Mill | VA | 24065 | 541594325 | 501(c)(3) | $6,944 | Parenting courses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 4 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. | FormAndLineReferenceDesc |
| Explanation | The hospital donates funds to other charitable organizations in support of health and community improvement. Such organizations also have community boards which oversee the expenditure of such funds. Carilion Clinic is committed to improving the health of the communities that we serve by addressing key health priorities identified through our triennial Community Health Assessments. Carilion fulfills this commitment in many ways, one of which is through targeted grants for community health improvement programs, and those that impact the social determinants of health. For Carilion Clinic's Community Grant Program, each grantee must sign a letter of agreement with Carilion Clinic that delineates the terms and specific objectives of the project. By accepting a Carilion award, grantees are asked to acknowledge the support of Carilion Clinic in all materials and/or related special events or fundraisers throughout the award cycle where other donors are publicly recognized. One mid-cycle progress report and a final program evaluation are required for each funded project. Site visits may be made to grantees. Program evaluation includes alignment with Community Health Assessment priorities, program impact, organizational effectiveness and community benefit through collection of data including clients served, cost effectiveness of the program (cost per client or service), tangible community or client outcomes, collaboration with other organizations, and specific efforts to cultivate diverse funding sources for program sustainability. Each grantee must agree to submit requested data and reports on a timely basis and to complete the evaluation process as requested. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (12 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Carl Cline Jr | ||||||||||||||
| Dir./Sec./Treas./Hospital VP | $182,203 | $0 | $19,663 | $0 | $1,475 | $0 | -$69,986 | $0 | $14,316 | $0 | $147,671 | $0 | $0 | $0 |
| Steven Arner | ||||||||||||||
| Director/COO, Carilion Clinic | $0 | $892,203 | $0 | $149,632 | $0 | $78,372 | $0 | -$135,050 | $0 | $21,296 | $0 | $1,006,453 | $0 | $73,054 |
| Craig L Bookout MD | ||||||||||||||
| Director | $0 | $337,425 | $0 | $7,432 | $0 | $6,726 | $0 | -$62,360 | $0 | $8,081 | $0 | $297,304 | $0 | $0 |
| Stephanie Lareau MD | ||||||||||||||
| Director | $0 | $348,757 | $0 | $24,595 | $0 | $2,325 | $0 | -$103,274 | $0 | $8,113 | $0 | $280,516 | $0 | $0 |
| Sarah Stubbs MD | ||||||||||||||
| Director | $0 | $173,324 | $0 | $21,340 | $0 | $1,481 | $0 | -$143,194 | $0 | $19,893 | $0 | $72,844 | $0 | $0 |
| Nicholas Conte | ||||||||||||||
| Asst. Secretary | $0 | $642,289 | $0 | $107,354 | $0 | $68,179 | $0 | $68,334 | $0 | $15,548 | $0 | $901,704 | $0 | $60,115 |
| David Hagadorn | ||||||||||||||
| Asst. Treasurer | $0 | $150,264 | $0 | $2,700 | $0 | $7,140 | $0 | -$127,993 | $0 | $6,692 | $0 | $38,803 | $0 | $0 |
| Donald Halliwill | ||||||||||||||
| Asst. Treasurer | $0 | $745,723 | $0 | $125,641 | $0 | $117,609 | $0 | -$159,617 | $0 | $21,296 | $0 | $850,652 | $0 | $113,415 |
| G Robert Vaughan Jr | ||||||||||||||
| Asst. Treasurer | $0 | $341,967 | $0 | $44,219 | $0 | $23,635 | $0 | -$275,310 | $0 | $21,296 | $0 | $155,807 | $0 | $19,258 |
| Nancy Howell Agee | ||||||||||||||
| CEO, Carilion Clinic | $0 | $1,567,773 | $0 | $358,583 | $0 | $259,927 | $0 | $987,742 | $0 | $13,946 | $0 | $3,187,971 | $0 | $0 |
| Donn Bergman | ||||||||||||||
| Physical Therapist | $130,138 | $0 | $1,000 | $0 | $798 | $0 | -$13,496 | $0 | $20,680 | $0 | $139,120 | $0 | $0 | $0 |
| Lori McClure | ||||||||||||||
| Pharmacy Manager | $176,659 | $0 | $2,000 | $0 | $1,132 | $0 | -$205,512 | $0 | $962 | $0 | -$24,759 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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, is reviewed annually by the Carilion Clinic Board of Directors Compensation Committee. This Committee is made up of independent Board members of Carilion Clinic who do not have a conflict of interest with any of the executives being reviewed. In addition, the Compensation Committee annually reviews the compensation philosophy for all executive leaders. 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, the list of which 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: $113,415 - Donald Halliwill $73,054 - Steven Arner $19,258 - G. Robert Vaughan, Jr. $60,115 - Nicholas Conte Ms. Agee participates in an Executive Flexible Benefit Plan, under which she receives an allowance which can be used to obtain certain benefits, with the excess deferred until the applicable vesting date. Amounts now received under this plan vest immediately and thus are no longer deferred. $245,365 was distributed under this plan in the reporting year. |
| Schedule J, Part I, Line 7 Non-fixed payments | The organization pays annual "at-risk" compensation to certain members of management based on performance of an applicable scorecard. 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 reporting to them. In addition, for top management, the actual non-fixed payment awarded is in the discretion of the Carilion Clinic Board of Directors and its Compensation Committee. |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LETTITIA FURROW | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | FAMILY MEMBER OF WILLIAM KINGERY, DIRECTOR | RelationshipDescriptionTxt |
| Transaction | $110,585 | TransactionAmt |
| Transaction | EMPLOYEE | TransactionDesc |
| Sharing Of Revenues | false | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (18 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part I, Line 6 VOLUNTEERS | At the end of 2022 our Auxiliary disbanded, and we have been working on growing our new volunteer program. The volunteers helped in many different ways this year. They assisted our pharmacy with installing and assembling new equipment, delivering items to patient rooms, greeting and escorting patients to their appointments or various hospital departments. Our volunteers truly exemplify our hospital's dedication to exceptional patient service. Hospice volunteers crafted handmade cards for patients to receive on birthdays, holidays, and for Veteran Pinning Ceremonies. Volunteers also conducted Veteran Pinning Ceremonies for Hospice Veteran patients. This consists of providing a patient with a handmade quilt, handmade card, certificate of recognition, USA flag pin, and a fabric star from a retired flag that is presented to the caregiver/spouse. Respite for caregivers was also provided by volunteers. Local volunteer quilting groups provide quilts for patient birthdays and Veteran Pinning Ceremonies. Volunteers help with Grief Support Group, delivering birthday bags to patients, and office administrative support. |
| Form 990, Part III, Line 4a Program Service Accomplishments | Carilion Franklin Memorial Hospital (CFMH), part of Carilion Clinic, is a not-for-profit healthcare organization committed to improving health outcomes for every patient while advancing the quality of care in the community it serves. Located in Rocky Mount, VA, this 37-bed hospital offers a wide range of medical and surgical services, including convenient outpatient and emergency department services. Carilion Franklin Memorial Hospital exists to serve the health care needs of its community, regardless of a patient's ability to pay. CFMH's acute hospital admitted 1,702 patients and provided 6,821 days of care during the year. Hospital programs include the provision of nursing care, extensive outpatient and inpatient surgical and endoscopic services, and diagnostic imaging services including CT, MRI, and mammography. CFMH provides several services targeting the specific health needs of its population, including diabetes management, home health and hospice, physical, speech, and occupational therapy programs, plastics & reconstructive, ENT, and cardiac and respiratory rehab. A desk area at the hospital's medical office building is staffed by volunteers who welcome patients and visitors. CFMH also provides an emergency department with 24-hour care, emergency transportation, and STEMI and stroke programs. With 21,036 visits, CFMH's emergency services are a critical component of the health safety net in its service area. It acts as a primary health provider for a significant number of uninsured patients, who comprise 6 percent of ED visits. CFMH also supports community screenings and education on chronic disease prevention and management. In furtherance of its mission, CFMH provides extensive uncompensated care and community support. Stated at cost, financial assistance and other community benefits for the year exceeded $1.2 million. |
| Form 990, Part IV, Line 11f Disclosure of Uncertain Tax Positions | Management has evaluated their income tax positions under the guidance included in ASC 740. Based on their review, management has not identified any material uncertain tax positions to be recorded or disclosed in the financial statements. |
| Form 990, Part V, Line 1a FORMS 1099 | 1099's are issued on Carilion Franklin Memorial Hospital's behalf by Carilion Services, Inc., a related organization providing management and administrative services, including payment processing. |
| Form 990, Part VI, Line 2 Family/business relationships amongst interested persons | Nancy Howell Agee, Steven Arner, Nicholas Conte, David Hagadorn, Donald Halliwill, G. Robert Vaughan Jr., Julie Smith-Hamilton, J. Harrison Lapuasa, Craig Bookout, Sarah Stubbs, Stephanie Lareau and Shannon Moore - Business relationship |
| Form 990, Part VI, Line 3 Delegation of management duties | Certain management and related services for the organization are provided by the management and employees of Carilion Services, Inc., a related and supporting organization of the filing organization. Some or all of the compensation of the following individuals listed in Part VII, Section A was provided by Carilion Services Inc.: Nancy Howell Agee, Steven Arner, Nicholas Conte, David Hagadorn, Donald Halliwill, Julie Smith-Hamilton, Shannon Moore, and G. Robert Vaughan, Jr. |
| Form 990, Part VI, Line 6 Classes of members or stockholders | The organization has a single member. The sole member is Carilion Clinic, a charitable tax-exempt organization which serves as the parent company of the Carilion Clinic integrated health care delivery system. The sole member elects the directors of the organization and has certain other reserved powers. |
| Form 990, Part VI, Line 7a Members or stockholders electing members of governing body | The sole member of the organization, Carilion Clinic, elects the members of the governing body of the organization periodically as terms expire. The sole member also has the right to remove directors and fill any vacancies on the board that may occur for any reason. |
| Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders | The sole member of the organization, Carilion Clinic, holds reserved powers with respect to certain enumerated actions, including appointment of CEO; approval of borrowings, budgets, and strategic plans; and amendments of Articles of Incorporation and Bylaws, among others. Approval by the Board of Directors of Carilion Clinic is required for such actions. In addition to the reserved powers, under the laws of the Commonwealth of Virginia, certain extraordinary actions require member approval, such as mergers, consolidations, liquidations, and the sale of substantially all of the assets of the organization. See also Schedule O disclosure for Form 990, Part VI, Section A, Line 7a. |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | The Form 990 was prepared by Carilion's internal Tax Department with input from various Carilion departments as applicable, and reviewed by internal management. Several days prior to filing, all Board Members were notified via email that the final Form 990 was posted on the organization's Board portal, which is the mechanism used to disseminate meeting materials to the directors, and were encouraged to call with any questions they might have. |
| Form 990, Part VI, Line 12c Conflict of interest policy | Our organization monitors and reviews proposed and current transactions for conflicts of interest in a variety of ways. At the governing board level, we have board members complete an initial (upon appointment) and annual conflict of interest questionnaire to disclose actual or potential conflicts. Board members are required to update their disclosure as needed in between questionnaires. All disclosures are reviewed by the Compliance Office and as needed escalated to the appropriate leaders/board members for further discussion/review. If a disclosure is viewed as an actual or potential conflict, an action is recommended to the Compliance Committee of the Carilion Clinic Board and implemented as approved. Actions can include recusal in discussion/voting at board meetings, limitation/termination of the transaction, removal from board appointment or other appropriate controls. In addition, at any time, board members are encouraged to disclose any potential conflicts as they arise at a board meeting and to recuse themselves as deemed appropriate. The same process takes place as described above for key employees (upon hire and annually thereafter), including all officers, members of the management team, physicians/mid-level practitioners, pharmacists and key supply chain buyers. After review and further discussion as needed, action may be required to manage an actual conflict or to reduce the appearance of such as approved by the Compliance Office and other key management team members. As needed, the governing board leaders are notified of any conflicts which may impact board proceedings. |
| Form 990, Part VI, Line 15a Process to establish compensation of top management official | 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 is reviewed annually by the Carilion Clinic Board of Directors Compensation Committee. This Committee is made up of independent Board Members of Carilion Clinic who do not have a conflict of interest with any of the executives being reviewed. With respect to Carilion Clinic, the Compensation Committee reviews the compensation of the Board of Governors annually, which includes the President and Chief Executive Officer, the Executive Vice Presidents (Chief Financial Officer, Chief Medical Officer, Chief Operating Officer, Chief Administrative Officer and Chief Legal Officer), and select Senior Vice Presidents who are the physician Chairs of the Clinical Departments. For the fiscal year covered by this return, the Compensation Committee also used the same process to review the compensation of other Disqualified Individuals, including the Hospital Vice Presidents. In addition, the Compensation Committee annually reviews the compensation philosophy for all executive leaders, which includes Vice Presidents, Senior Vice Presidents, Executive Vice Presidents, and the CEO, as well as the compensation philosophy for employed physicians. Some officers of the organization who are not compensated in their capacity as an officer but rather in their role as employee in a position not mentioned above are not subject to Committee review. This review included review of a comprehensive report from an independent, outside compensation consultant specializing in healthcare organizations for certain select positions and the prior year's report on all of the reviewed positions. The reports reviewed by the Committee included a detailed 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, the list of which 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. |
| Form 990, Part VI, Line 15b Process to establish compensation of other employees | See Response to Line 15A. |
| Form 990, Part VI, Line 19 Required documents available to the public | The organization's governing documents, conflict of interest statement, and financial statements are released from time to time during the tax year upon request. The conflict of interest policy is included in our Code of Excellence which is available to the public on our website. The Articles of Incorporation are available from the Virginia State Corporation Commission. Limited financial information is available on our website. |
| Form 990, Part VIII, Line 11d Other Miscellaneous Revenue | - Total Revenue: , Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; |
| Form 990, Part IX, Line 11g Other Fees | Physician/Professional Services - Total Expense: 821362, Program Service Expense: 821362, Management and General Expenses: , Fundraising Expenses: ; Purchased Services - Total Expense: 897514, Program Service Expense: 893716, Management and General Expenses: 3798, Fundraising Expenses: ; Contract Fees/Consulting - Total Expense: 702988, Program Service Expense: 643795, Management and General Expenses: 59193, Fundraising Expenses: ; Repairs and Maintenance - Total Expense: 598489, Program Service Expense: 595527, Management and General Expenses: 2962, Fundraising Expenses: ; Temporary Employment - Total Expense: 2713985, Program Service Expense: 2713985, Management and General Expenses: , Fundraising Expenses: ; Reference Labs - Total Expense: 2223182, Program Service Expense: 2223182, Management and General Expenses: , Fundraising Expenses: ; Laundry/Housekeeping - Total Expense: 571927, Program Service Expense: 571927, Management and General Expenses: , Fundraising Expenses: ; Billing/Collection Fees - Total Expense: 102049, Program Service Expense: , Management and General Expenses: 102049, Fundraising Expenses: ; |
| Form 990, Part X, Line 20 Tax Exempt Bond Liabilities | The amount reported as Tax-Exempt Bonds is the portion of Carilion Clinic Bonds allocated to Carilion Franklin Memorial Hospital. Required information for the Bonds, including Schedule K, is reported in the Carilion Clinic (EIN: 54-1190771) IRS Form 990. |
| Form 990, Part XI, Line 9 Other changes in net assets or fund balances | Pension-related changes other than net periodic pension cost - -797618; |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| CARILION CLINIC | ||||||||||
| PO BOX 12385 | ROANOKE | VA | 24025 | 541190771 | SUPPORTING ORGANIZATION | VA | 501(c)(3) | Type II | NA | false |
| CARILION CLINIC FOUNDATION | ||||||||||
| PO BOX 12385 | ROANOKE | VA | 24025 | 541190773 | FUNDRAISING | VA | 501(c)(3) | 7 | CARILION CLINIC | Yes (true) |
| CARILION GILES COMMUNITY HOSPITAL | ||||||||||
| PO BOX 12385 | ROANOKE | VA | 24025 | 540549603 | HEALTHCARE | VA | 501(c)(3) | 3 | CARILION CLINIC | Yes (true) |
| CARILION MEDICAL CENTER | ||||||||||
| PO BOX 12385 | ROANOKE | VA | 24025 | 540506332 | HEALTHCARE | VA | 501(c)(3) | 3 | CARILION CLINIC | Yes (true) |
| CARILION NEW RIVER VALLEY MEDICAL CENTER | ||||||||||
| PO BOX 12385 | ROANOKE | VA | 24025 | 540553805 | HEALTHCARE | VA | 501(c)(3) | 3 | CARILION CLINIC | Yes (true) |
| CARILION SERVICES INC | ||||||||||
| PO BOX 12385 | ROANOKE | VA | 24025 | 541190879 | SUPPORTING ORGANIZATION | VA | 501(c)(3) | Type II | CARILION CLINIC | Yes (true) |
| CARILION ROCKBRIDGE COMMUNITY HOSPITAL | ||||||||||
| PO BOX 12385 | ROANOKE | VA | 24025 | 540568001 | HEALTHCARE | VA | 501(c)(3) | 3 | CARILION CLINIC | Yes (true) |
| CARILION TAZEWELL COMMUNITY HOSPITAL | ||||||||||
| PO BOX 12385 | ROANOKE | VA | 24025 | 546074580 | HEALTHCARE | VA | 501(c)(3) | 3 | CARILION CLINIC | Yes (true) |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (13 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|
| FRANKLIN COUNTY VENTURES LLC | |||||||||
| PO BOX 12385 | ROANOKE | VA | 24025 | 474365316 | REAL ESTATE | VA | NA | N/A | |
| CARILION CLINIC MEDICARE SHARED SAVINGS COMPANY LLC | |||||||||
| PO BOX 12385 | ROANOKE | VA | 24025 | 455235473 | MEDICARE ACO | VA | NA | N/A | |
| ROANOKE AMBULATORY SURGERY CENTER LLC | |||||||||
| 1102 JEFFERSON ST SE | ROANOKE | VA | 24016 | 010691564 | SURGERY CENTER | VA | NA | N/A | |
| SOUTHWEST VIRGINIA HEALTH PROPERTIES LLC | |||||||||
| 1102 Jefferson Street SE | Roanoke | VA | 24016 | 010691570 | REAL ESTATE | VA | NA | N/A | |
| RAVEN ASSET-BASED OPPORTUNITY FUND IV LP | |||||||||
| 75 Spring St 6th FL | New York | NY | 10012 | 824119491 | Investments | DE | NA | N/A | |
| STARWOOD VEP II CO-INVEST LLC | |||||||||
| 591 W Putnam Avenue | Greenwich | CT | 06830 | 833262407 | INVESTMENTS | DE | NA | N/A | |
| TI PLATFORM CC SMA LP | |||||||||
| 255 Kansas Street Suite 300 | San Francisco | CA | 94103 | 842852539 | INVESTMENTS | DE | NA | N/A | |
| TI FBV GR LP | |||||||||
| 255 Kansas Street Suite 300 | San Francisco | CA | 94103 | 862597246 | INVESTMENTS | DE | NA | N/A | |
| TI Platform DCI SPV LP | |||||||||
| 800 Town and Country Suite 500 | Houston | TX | 77024 | 871897835 | INVESTMENTS | DE | NA | N/A | |
| Transpose Platform Zippedi SPV LP | |||||||||
| 4304 18th Street 14427 | San Francisco | CA | 941149991 | 873425361 | Investments | DE | NA | N/A | |
| Transpose Platform Gorgias SPV LP | |||||||||
| 800 Town and Country Suite 500 | Houston | TX | 77024 | 874563291 | Investments | DE | NA | N/A | |
| Transpose Platform Fintech Fund II LP | |||||||||
| 4304 18th Street 14427 | San Francisco | CA | 941149991 | 873126138 | Investments | DE | NA | N/A | |
| Opera Investment Two SCSP | |||||||||
| Investments | NA | N/A | LU | ||||||
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|
| CHS INC | ||||||||||
| PO BOX 12385 | ROANOKE | VA | 24025 | 541725732 | SERVICES | VA | NA | C Corporation | Yes (true) | |
| CARILION BEHAVIORAL HEALTH INC | ||||||||||
| PO BOX 12385 | ROANOKE | VA | 24025 | 203136891 | HEALTHCARE | VA | NA | C Corporation | Yes (true) | |
| CARILION EMERGENCY SERVICES INC | ||||||||||
| PO BOX 12385 | ROANOKE | VA | 24025 | 542033006 | HEALTHCARE | VA | NA | C Corporation | Yes (true) | |
| SCA CREDIT SERVICES INC | ||||||||||
| PO BOX 12385 | ROANOKE | VA | 24025 | 541180398 | COLLECTION AGENCY | VA | NA | C Corporation | Yes (true) | |
| CARILION HEALTHCARE CORPORATION | ||||||||||
| PO BOX 12385 | ROANOKE | VA | 24025 | 541586601 | HEALTHCARE | VA | NA | C Corporation | Yes (true) | |
| MEDKEY INC | ||||||||||
| PO BOX 12385 | ROANOKE | VA | 24025 | 541645357 | FINANCING SERVICES | VA | NA | C Corporation | Yes (true) | |
| Carilion DTC Services Inc | ||||||||||
| PO Box 12385 | Roanoke | VA | 24025 | 872635239 | Healthcare | VA | NA | C Corporation | Yes (true) | |
| SPROTT PRIVATE RESOURCE LENDING (C-CO-INVEST) LP | ||||||||||
| 981378742 | INVESTMENTS | NA | C Corporation | Yes (true) | CA | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (true) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (true) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (true) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (true) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (8 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Carilion Medical Center | ||
| A | $47,251 | Cost |
| Carilion Giles Community Hospital | ||
| A | $255,925 | Cost |
| Carilion Healthcare Corporation | ||
| A | $68,628 | Cost |
| Carilion Services Inc | ||
| A | $8,520 | Cost |
| Carilion Medical Center | ||
| M | $1,695,491 | Cost |
| Carilion Services Inc | ||
| M | $11,747,753 | Cost |
| CHS Inc | ||
| M | $279,167 | Cost |
| Carilion Healthcare Corporation | ||
| M | $1,762,471 | Cost |