CARILION FRANKLIN MEMORIAL HOSPITAL: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- CARILION FRANKLIN MEMORIAL HOSPITAL (EIN 54-0480606)
- Tax period
- 2019-10-01 to 2020-09-30
- Filed
- 2021-08-15
- IRS object ID
- 202112279349300906
- Schema version
- 2019v5.0
- Note
- A later return for the same period supersedes this one.
- 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 M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-08-15T22:00:51-05:00 | ReturnTs |
| Tax Period End | 2020-09-30 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-10-01 | 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 | ASSISTANT TREASURER | PersonTitleTxt |
| Signature | 2021-08-15 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | 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 | $60,256,182 | 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 | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 5 | VotingMembersIndependentCnt |
| Total Employee | 459 | TotalEmployeeCnt |
| Total Volunteers | 60 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $23,148 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,484,638 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $52,056,425 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $51,436,177 | CYProgramServiceRevenueAmt |
| PY Investment Income | $52,579 | PYInvestmentIncomeAmt |
| CY Investment Income | $248,355 | CYInvestmentIncomeAmt |
| PY Other Revenue | $400,528 | PYOtherRevenueAmt |
| CY Other Revenue | $284,390 | CYOtherRevenueAmt |
| PY Total Revenue | $52,532,680 | PYTotalRevenueAmt |
| CY Total Revenue | $53,453,560 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $76,611 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $61,532 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $20,491,466 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $21,684,749 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $26,990,759 | PYOtherExpensesAmt |
| CY Other Expenses | $26,939,731 | CYOtherExpensesAmt |
| PY Total Expenses | $47,558,836 | PYTotalExpensesAmt |
| CY Total Expenses | $48,686,012 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $4,973,844 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $4,767,548 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $28,015,851 | TotalAssetsBOYAmt |
| Total Assets EOY | $34,418,043 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $31,821,097 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $34,572,461 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$3,805,246 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$154,418 | 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 | $42,089,835 | ExpenseAmt |
| Grant | $61,532 | GrantAmt |
| Revenue | $51,545,095 | RevenueAmt |
| Desc | See Schedule O. | Desc |
| Total Program Service Expenses | $42,089,835 | 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 | Yes (true) | 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 | Yes (true) | 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 | 459 | 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 | 11 | 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 | THE CORPORATION ATTN H KIRK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5402245102 | 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 (21 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 | |||||||||
| Dir./Sec./Treas./Hospital VP | 50.0 | 0 | Yes (X) | Yes (X) | $172,500 | $0 | $144,809 | ||
| 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 | $7,450 | $0 | ||
| Barbara Jackman | |||||||||
| Director | 1.2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| CRAIG L BOOKOUT MD | |||||||||
| Director | 1.2 | 48.8 | Yes (X) | $0 | $366,609 | $72,623 | |||
| 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 | $274,840 | $112,383 | |||
| Shannon Moore | |||||||||
| Director | 1.2 | 7.7 | Yes (X) | $0 | $7,411 | $1,459 | |||
| Steven Arner | |||||||||
| Director/EVP | 2.0 | 48.0 | Yes (X) | $0 | $877,942 | $363,619 | |||
| W Mark Church PhD | |||||||||
| Director | 1.2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| David Hagadorn | |||||||||
| Asst. Treasurer | 0.5 | 49.5 | Yes (X) | $0 | $149,339 | $99,463 | |||
| Donald Halliwill | |||||||||
| Asst. Treasurer | 0.5 | 49.5 | Yes (X) | $0 | $774,298 | $360,873 | |||
| G Robert Vaughan Jr | |||||||||
| Asst. Treasurer | 0.5 | 49.5 | Yes (X) | $0 | $353,112 | $316,295 | |||
| Nicholas Conte | |||||||||
| Asst. Secretary | 1.0 | 49.0 | Yes (X) | $0 | $709,682 | $182,512 | |||
| Nancy Howell Agee | |||||||||
| CEO, Carilion Clinic | 2.0 | 48.0 | $0 | $2,254,723 | $341,866 | Yes (X) | |||
| Carole Robertson | |||||||||
| Physical Therapist | 50.0 | 0 | $118,522 | $0 | $119,992 | Yes (X) | |||
| DONN BERGMAN | |||||||||
| Physical Therapist | 49.8 | 0.2 | $130,050 | $402 | $43,073 | Yes (X) | |||
| Lori McClure | |||||||||
| Pharmacy Manager | 50.0 | 0 | $178,242 | $0 | $165,447 | Yes (X) | |||
| Michelle Firebaugh | |||||||||
| Department Director | 50.0 | 0 | $119,758 | $0 | $79,826 | Yes (X) | |||
| Shirley Landon-King | |||||||||
| Occupational Therapist | 49.6 | 0.4 | $136,800 | $1,047 | $80,304 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $855,872 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $5,778,391 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $2,484,544 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 12 | 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 | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt | Address Line2ContractorAddress/USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| QUEST DIAGNOSTICS | ||||||
| 500 PLAZA DRIVE | SECAUCUS | NJ | 07094 | LABORATORY SERVICES | $1,455,610 | |
| TRUSTAFF TRAVEL NURSES LLC | ||||||
| 4675 CORNELL ROAD | CINCINNATI | OH | 45241 | PROFESSIONAL FEES | $225,459 | SUITE 100 |
| SIEMENS MEDICAL SOLUTIONS USA INC | ||||||
| 40 LIBERTY BOULEVARD | MALVERN | PA | 19355 | EQUIPMENT MAINTENANCE | $128,095 | |
| BLUE RIDGE HEART CARE | ||||||
| 263 FRANKLIN ST | ROCKY MOUNT | VA | 24151 | PROFESSIONAL FEES | $118,343 | |
| FRANKLIN HEALTH CARE CENTER | ||||||
| 720 ORCHARD AVENUE | ROCKY MOUNT | VA | 24151 | PROFESSIONAL FEES | $110,595 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $399,861 | RelatedOrganizationsAmt |
| Government Grants | $1,040,236 | GovernmentGrantsAmt |
| All Other Contributions | $44,541 | AllOtherContributionsAmt |
| Noncash Contributions | $376,713 | NoncashContributionsAmt |
| Total Contributions | $1,484,638 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Net Patient Revenue | 622110 | $51,104,109 | $51,104,109 |
| Rent From Affiliates | 531120 | $332,068 | $332,068 |
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 | $51,436,177 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $70,464 | TotalRevenueColumnAmt |
| Exclusion | $70,464 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $22,307 | TotalRevenueColumnAmt |
| Exclusion | $22,307 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $76,173 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $76,173 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $76,173 | TotalRevenueColumnAmt |
| Exclusion | $76,173 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,958,206 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,802,622 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $155,584 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $155,584 | TotalRevenueColumnAmt |
| Exclusion | $155,584 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|---|
| Cafeteria and Vending Revenue | 722514 | $99,299 | $99,299 | |
| Bond Costs/Premium Writeoff | 900099 | $71,890 | $71,890 | |
| Contract Revenue | 900099 | $16,063 | $16,063 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $20,965 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $20,965 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $208,217 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $53,453,560 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $51,545,095 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $423,827 | 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 | $61,532 | TotalAmt |
| Program Services | $61,532 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $241,996 | TotalAmt |
| Management And General | $241,996 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $121,590 | TotalAmt |
| Program Services | $121,590 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,155,519 | TotalAmt |
| Program Services | $16,155,519 | ProgramServicesAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,893,794 | TotalAmt |
| Program Services | $1,893,794 | ProgramServicesAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,052,036 | TotalAmt |
| Program Services | $2,015,995 | ProgramServicesAmt |
| Management And General | $36,041 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,219,814 | TotalAmt |
| Program Services | $1,205,205 | ProgramServicesAmt |
| Management And General | $14,609 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,971,406 | TotalAmt |
| Management And General | $5,971,406 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $577 | TotalAmt |
| Management And General | $577 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,281 | TotalAmt |
| Program Services | $3,281 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,015 | TotalAmt |
| Management And General | $6,015 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,902,596 | TotalAmt |
| Program Services | $4,763,383 | ProgramServicesAmt |
| Management And General | $139,213 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $472 | TotalAmt |
| Program Services | $472 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $568,876 | TotalAmt |
| Program Services | $537,526 | ProgramServicesAmt |
| Management And General | $31,350 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,886 | TotalAmt |
| Program Services | $64,886 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $617,324 | TotalAmt |
| Program Services | $613,724 | ProgramServicesAmt |
| Management And General | $3,600 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $300,126 | TotalAmt |
| Program Services | $291,261 | ProgramServicesAmt |
| Management And General | $8,865 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $372,783 | TotalAmt |
| Program Services | $372,783 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,553,423 | TotalAmt |
| Program Services | $1,553,423 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $348,760 | TotalAmt |
| Program Services | $212,536 | ProgramServicesAmt |
| Management And General | $136,224 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| Med Supplies | $3,539,545 | $3,539,545 |
| Bad Debt | $4,830,049 | $4,830,049 |
| Intercompany Practice Subsidy | $2,481,155 | $2,481,155 |
| Assessment Fees | $1,309,206 | $1,309,206 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,251 | TotalAmt |
| Program Services | $62,970 | ProgramServicesAmt |
| Management And General | $6,281 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,686,012 | TotalAmt |
| Program Services | $42,089,835 | ProgramServicesAmt |
| Management And General | $6,596,177 | 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 | $74,590 | BOYAmt |
| EOY | $61,729 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,861,918 | BOYAmt |
| EOY | $8,710,593 | 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 | $200,648 | BOYAmt |
| EOY | $37,065 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $41,485,250 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $31,864,765 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,023,644 | BOYAmt |
| EOY | $9,620,485 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $515,344 | BOYAmt |
| EOY | $3,720,279 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,633,208 | BOYAmt |
| EOY | $6,877,393 | 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 | $3,705,782 | BOYAmt |
| EOY | $5,389,782 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,015,851 | BOYAmt |
| EOY | $34,418,043 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,136,315 | BOYAmt |
| EOY | $4,097,448 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $340,205 | BOYAmt |
| EOY | $6,709,433 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,260,798 | BOYAmt |
| EOY | $6,761,833 | 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 | $17,083,779 | BOYAmt |
| EOY | $17,003,747 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,821,097 | BOYAmt |
| EOY | $34,572,461 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$3,839,363 | BOYAmt |
| EOY | -$188,535 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,117 | BOYAmt |
| EOY | $34,117 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$3,805,246 | BOYAmt |
| EOY | -$154,418 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,015,851 | BOYAmt |
| EOY | $34,418,043 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $4,767,548 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $81,018 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$1,197,738 | 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 | $3,281 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $3,281 | 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 hospital industry associations is attributable to lobbying activities. | ExplanationTxt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $310,248 | OtherCostOrOtherBasisAmt |
| Book Value | $310,248 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $21,245,899 | OtherCostOrOtherBasisAmt |
| Depreciation | $15,155,730 | DepreciationAmt |
| Book Value | $6,090,169 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $18,334,854 | OtherCostOrOtherBasisAmt |
| Depreciation | $15,848,515 | DepreciationAmt |
| Book Value | $2,486,339 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,594,249 | OtherCostOrOtherBasisAmt |
| Depreciation | $860,520 | DepreciationAmt |
| Book Value | $733,729 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $9,620,485 | TotalBookValueLandBuildingsAmt |
Financial Derivatives FinancialDerivativesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $443,197 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Alternative Investments | $6,434,196 | F |
| Comingled Funds |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $6,877,393 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Due from Carilion Services, Inc | $5,329,782 |
| Ladies Auxilary Fund | $60,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $5,389,782 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Pension Liability | $16,233,808 |
| Interest Rate Swap Liability | $769,939 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $17,003,747 | 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 |
| Percent200 | Yes (X) | Percent200Ind |
| FPG Reference Discounted Care | Yes (true) | FPGReferenceDiscountedCareInd |
| Percent400 | Yes (X) | Percent400Ind |
| 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 | $1,386,310 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $1,386,310 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0317 | TotalExpensePct |
Unreimbursed Medicaid UnreimbursedMedicaidGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $4,197,436 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $5,366,960 | 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 | $5,583,746 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $5,366,960 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $1,386,310 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0317 | TotalExpensePct |
Community Health Services CommunityHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 106 | ActivitiesOrProgramsCnt |
| Persons Served | 1753 | PersonsServedCnt |
| Total Community Benefit Expns | $300,913 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $27,448 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $273,465 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0062 | TotalExpensePct |
Health Professions Education HealthProfessionsEducationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 3 | ActivitiesOrProgramsCnt |
| Persons Served | 46 | PersonsServedCnt |
| Total Community Benefit Expns | $1,113 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $1,113 | 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) |
|---|---|---|
| Activities Or Programs | 110 | ActivitiesOrProgramsCnt |
| Persons Served | 2885 | PersonsServedCnt |
| Total Community Benefit Expns | $78,003 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $78,003 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0018 | TotalExpensePct |
Total Other Benefits TotalOtherBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 219 | ActivitiesOrProgramsCnt |
| Persons Served | 4684 | PersonsServedCnt |
| Total Community Benefit Expns | $380,029 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $27,448 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $352,581 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0081 | TotalExpensePct |
Total Community Benefits TotalCommunityBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 219 | ActivitiesOrProgramsCnt |
| Persons Served | 4684 | PersonsServedCnt |
| Total Community Benefit Expns | $5,963,775 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $5,394,408 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $1,738,891 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0397 | 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) |
|---|---|---|
| Net Community Benefit Expns | $0 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0 | TotalExpensePct |
Community Support CommunitySupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 32 | ActivitiesOrProgramsCnt |
| Persons Served | 632 | PersonsServedCnt |
| Total Community Benefit Expns | $8,026 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $1,026 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $7,000 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0002 | 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) |
|---|---|---|
| Activities Or Programs | 44 | ActivitiesOrProgramsCnt |
| Persons Served | 0 | PersonsServedCnt |
| Total Community Benefit Expns | $4,995 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $4,995 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0001 | TotalExpensePct |
Health Improvement Advocacy HealthImprovementAdvocacyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 16 | ActivitiesOrProgramsCnt |
| Persons Served | 0 | PersonsServedCnt |
| Total Community Benefit Expns | $821 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $821 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0000 | TotalExpensePct |
Workforce Development WorkforceDevelopmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 2 | ActivitiesOrProgramsCnt |
| Persons Served | 0 | PersonsServedCnt |
| Total Community Benefit Expns | $295 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $295 | 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 | 94 | ActivitiesOrProgramsCnt |
| Persons Served | 632 | PersonsServedCnt |
| Total Community Benefit Expns | $14,137 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $1,026 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $13,111 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0003 | TotalExpensePct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | Yes (true) | BadDebtExpenseReportedInd |
| Bad Debt Expense | $4,830,049 | BadDebtExpenseAmt |
| Reimbursed By Medicare | $14,065,457 | ReimbursedByMedicareAmt |
| Cost Of Care Reimbursed By Medcr | $13,324,440 | CostOfCareReimbursedByMedcrAmt |
| Medicare Surplus Or Shortfall | $741,017 | 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 | 180 FLOYD AVENUE | 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 | 17 | 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/locations/carilion-franklin-memorial-hospital | OwnWebsiteURLTxt |
| Other Website | Yes (X) | OtherWebsiteInd |
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| Paper Copy Public Inspection | Yes (X) | PaperCopyPublicInspectionInd |
| Rpt Available Thru Other Method | Yes (X) | RptAvailableThruOtherMethodInd |
| Implementation Strategy Adopt | Yes (true) | ImplementationStrategyAdoptInd |
| Implementation Strategy Adpt | 17 | ImplementationStrategyAdptYr |
| Strategy Posted Website | Yes (true) | StrategyPostedWebsiteInd |
| Strategy Website URL | https://www.carilionclinic.org/community-health-assessments#franklin-county | StrategyWebsiteURLTxt |
| Organization Incur Excise Tax | false | OrganizationIncurExciseTaxInd |
| Elig Criteria Explained | Yes (true) | EligCriteriaExplainedInd |
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| FPG Family Incm Lmt Dscnt Care | 400.0 | FPGFamilyIncmLmtDscntCarePct |
| Asset Level Criteria | Yes (X) | AssetLevelCriteriaInd |
| Insurance Status Criteria | Yes (X) | InsuranceStatusCriteriaInd |
| Underinsurance Stat Criteria | Yes (X) | UnderinsuranceStatCriteriaInd |
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| 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 |
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| FAP App Available On Website | Yes (X) | FAPAppAvailableOnWebsiteInd |
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| FAP Summary On Website | Yes (X) | FAPSummaryOnWebsiteInd |
| FAP Summary On Website URL | https://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 |
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| FAP Translated | Yes (X) | FAPTranslatedInd |
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| Permit No Actions | Yes (X) | PermitNoActionsInd |
| Collection Activities | false | CollectionActivitiesInd |
| Provided Written Notice | Yes (X) | ProvidedWrittenNoticeInd |
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| Processed FAP Application | Yes (X) | ProcessedFAPApplicationInd |
| Made Presumptive Elig Determ | Yes (X) | MadePresumptiveEligDetermInd |
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Supplemental Information SupplementalInformationGrp (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule H, Part V, Section B, Line 3E | The Community Health Needs Assessment report prioritizes the community's significant health needs that were identified by the assessment, and explains how the health needs were prioritized. |
| 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, persons with exceptional knowledge of, or expertise in, public health, and local health department officials. The CHATs obtain input from leaders, representatives, or members among medically underserved populations who report as low-income, are minorities, and suffer from chronic diseases. The following organizations served on the CHAT for the 2018 (tax year 2017) Franklin County Area Community Health Needs Assessment (FCACHNA)- County of Franklin, Ferrum College-Health Sciences, Franklin County Public Schools, Free Clinic of Franklin County, Martinsville Henry County Health Coalition, Rocky Mount Lifestyle Center, Smith Mountain Lake Good Neighbors, Southern Virginia Child Advocacy Center, STEP, Inc. of Virginia, Tri-Area Community Health, United Way of Roanoke Valley, Virginia Department of Health. To further obtain input from the community, the FCACHNA conducted focus groups among stakeholders and target populations, and administered a community health survey. During the CHNA process, community stakeholders, leaders, and providers are encouraged to complete a stakeholder survey (print and electronic versions were available) to provide additional perspectives about our community's health needs and barriers. CHATs conducted stakeholder focus groups with the Community Health Assessment Team, the FRESH and CHILL coalitions of Franklin County, the Re-entry Program of Franklin County Martinsville and Henry County, a Franklin County HR group, staff from Franklin County Public Schools, Court Appointed Special Advocate volunteers, the Child Abuse Review Team of Franklin County, and the Franklin County Community Policy and Management Team. CHATS conducted focus groups with target populations to capture the story of health needs and barriers for the uninsured, underinsured, low-income, minority, senior, and chronically ill populations. Five focus groups were held, located closely and conveniently to target populations. Participants discussed health needs and barriers and access to primary, oral, and mental health care. The groups included the Franklin County Disabled American Veterans (DAV) group, students from the Franklin County Adult Education Center's English for speakers of other languages (ESOL) class and adult high school equivalency group, a men's cancer support group, participants in STEP's Senior Congregate Meals program, and residents of Tanyard Village Apartments. A 39-question 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, Centers for Disease Control and Prevention. The CHAT identified target populations, collection sites, and survey distribution methods. The survey focused on Franklin County and Henry County residents 18 years of age and older. There were special efforts to include underserved/vulnerable populations disproportionately impacted by social determinants of health such as income, race/ethnicity, education, and insurance status. The survey was also made available to all residents living in the Franklin County Area. The oversampling of the target populations occurred through targeted outreach efforts. In total, 1,325 surveys were collected. |
| Schedule H, Part V, Section B, Line 6b Facility , 1 | Facility , 1 - CARILION FRANKLIN MEMORIAL HOSPITAL. County of Franklin, Ferrum College-Health Sciences, Franklin County Public Schools, Free Clinic of Franklin County, Martinsville Henry County Health Coalition, Rocky Mount Lifestyle Center, Smith Mountain Lake Good Neighbors, Southern Virginia Child Advocacy Center, STEP Inc. of Virginia, Tri-Area Community Health, United Way of Roanoke Valley, Virginia Department of Health. |
| Schedule H, Part V, Section B, Line 7 Facility , 1 | Facility , 1 - CARILION FRANKLIN MEMORIAL HOSPITAL. The Community Health Assessment Team shared the 2018 Franklin County Area Community Health Needs Assessment (FCACHNA) on partner websites and social media. The FCACHNA was also shared through community forums, community presentations and media interviews. |
| Schedule H, Part V, Section B, Line 11 Facility , 1 | Facility , 1 - CARILION FRANKLIN MEMORIAL HOSPITAL. The following information describes the implementation strategies used by Carilion Franklin Memorial Hospital (CFMH) to address the community health needs identified in the 2018 Franklin County Area Community Health Needs Assessment (FCACHNA). The complete implementation strategies are available online at https://www.carilionclinic.org/community-health-assessments#franklin-county According to the Robert Wood Johnson Foundation's (RWJF) County Health Rankings, where an individual lives, works and plays is a strong predictor of their health outcomes.(http://www.countyhealthrankings.org/). In the United States, a person's zip code can help predict their life expectancy due to its direct link to the social determinants of health such as poverty, race/ethnicity, education and employment status in these areas. (https://www.rwjf.org/en/library/interactives/whereyouliveaffectshowlongyoulive.html). These factors, part of the 10-year national Healthy People 2030 objectives are crucial to our overall health because they "create social and physical environments that promote good health for all." (https://www.healthypeople.gov/2020/topics-objectives/topic/social-determinants-of-health) Carilion responds to community health needs in innovative ways by making sure our region has access to state-of-the-art health care close to home, providing community grants and sponsorships to extend our mission and support other organizations addressing health needs, creating and implementing community-wide strategies to reduce barriers, coordinating resources and enhance community strengths and providing community-based health and wellness programs. Commitment to community health is evident at all levels of the organization. Carilion's infrastructure includes a Planning and Community Development division dedicated to assessing and addressing community needs. The division is responsible for leading and facilitating the Community Health Improvement Plan, CHNAs, Carilion's community grant process, community health education, community benefit collection, and neighborhood health initiatives. There are Community Health and Outreach (CHO) staff at the system level and at each community hospital. They work with hospital Boards of Directors and Carilion Clinic's Board of Governors to create health improvement strategies. A Community Benefit Council provides oversight and strategic guidance for Carilion's community health improvement work and for community benefit strategy, collection and submission. Carilion Clinic's response strategies follow the RWJF framework for what influences health- health behaviors, social and economic factors, clinical care access and quality, and physical environment. With the onset of COVID-19, Carilion immediately recognized the prominent role we would play in both prevention and treatment for our region. The pandemic demanded a shift in operations and priorities. While some of our implementation strategies were delayed or altered, Carilion quickly responded to the new and unique health-related social needs arising from COVID-19. An addendum to the CFMH implementation strategies was approved in August 2020 to reflect the organization's planning and response to the pandemic. The complete addendum is available online at https://www.carilionclinic.org/sites/default/files/2020-10/CFMH%20IS%20COVID%20Addendum_0.pdf. -COVID-19 Community Response- Carilion worked with local media partners to provide expert advice and guidance to the community for COVID-19 prevention, detection and recovery. In a historic collaborative effort, competing hospitals and broadcasting organizations publicized a community town hall. We coordinated efforts to ensure the public received the most accurate and up-to-date information about the pandemic. We developed the COVID-19 Community Hotline as a dedicated phone line to answer community member questions about COVID-19 signs and symptoms, Carilion guidelines, and resources. We also established a recovery support phone line to ensure employees, patients, and community members have access to mental health and recovery support. Peer Recovery Specialists created five virtual peer support community groups. These provided options for individuals in recovery to maintain recovery-oriented support during stay-at-home orders. Carilion is actively providing counsel to community partners, businesses, universities and colleges regarding COVID-19 through consultation with our infectious disease physicians and our management team. This service, offered free of charge, aims to promote safety and reduces hospitalizations and deaths. Because older adults are especially vulnerable to COVID-19, accessing essential resources presented another serious challenge for them during the pandemic. Amid stay-at-home orders, business closures and medical appointment cancellations, we made it our mission to check on seniors in need who were living alone. Carilion's Planning and Community Development, Geriatric Medicine, Home Care and Hospice and Accountable Care Organization departments coordinated efforts to establish Home Alone. Through this initiative, Carilion made more than 1,200 phone calls to provide up-to-date information and connect seniors with local governments and community resources. From delivering masks to offering support over the phone, the program helped meet a wide range of needs head-on. Seniors were able to stay home safely, reduce their exposure to COVID-19 and avoid the hospital. Carilion Clinic believes in the power of collaboration. Carilion also understands the most significant health issues are addressed through cooperation with the community. Carilion participates in and provides financial and in-kind support to community health coalitions addressing the Franklin County area's health needs. We also partner with multiple community and business organizations to improve health and wellness and impact the social determinants of health for everyone we serve. Forming a true community collaborative with lasting impact is no small feat. Healthy Franklin County (HFC) is an initiative of United Way of Roanoke Valley brought forth from the 2013 FCACHNA and the Franklin County Prosperity Indicators Report, both developed to assess the needs of Franklin County. Carilion provides financial and in-kind support for HFC. HFC seeks to reduce obesity and related chronic diseases by mobilizing time, talent and financial resources to promote healthier lifestyles. Its focus is to provide simple ways for people to take control of their health. HFC aligns resources to work together to improve the health and well-being of all Franklin County residents. This alignment involves integrating practices and coordinating improvements that provide collective impact and lead to positive change. Since 2014, HFC has mobilized partners and led efforts specifically targeting obesity and chronic disease management in the community by increasing access to healthy food and health education opportunities. HFC also administers the CharityTracker online system that helps facilitate referrals across 20 local agencies as part of the Health Efficiency Navigation Initiative (HENI). HFC spearheads various programs and strategies in response to community needs, such as the Community Giving Gardens, which addresses the high prevalence of obesity and the need for prevention and chronic disease management programs by making fresh, healthy food available throughout the community. In response to COVID-19, HFC supported Franklin County's food banks, a new food truck and non-profit agencies' efforts to serve area citizens and obtain needed supplies. Carilion also joined with the Western Piedmont Health Department, Bernard Healthcare Center and Free Clinic and the Pigg River Community Center to offer free, drive-through COVID-19 testing clinics. Carilion provides additional support to implement these strategies in the Franklin County area. (CONTINUED IN PART VI) |
| Schedule H, Part V, Section B, Line 13 Facility , 1 | Facility , 1 - CARILION FRANKLIN MEMORIAL HOSPITAL. Individuals with Out of Network insurance are not eligible for Financial Assistance unless the plan does not meet minimum essential coverage as defined in PPACA or it is a governmental plan. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 1 | FacilityNum |
Oth Hlth Care Fclts Not Hospital OthHlthCareFcltsNotHospitalGrp
Oth Hlth Care Fclts OthHlthCareFcltsGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IMAGING SERVICES | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 35 MEDICAL COURT | AddressLine1Txt |
| City | HARDY | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 24101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | CT AND DIAGNOSTIC RADIOLOGY | FacilityTxt |
Supplemental Information Detail SupplementalInformationDetail (18 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule H, Part V, Section B, Line 11 ADDRESSING NEEDS IDENTIFIED IN CHNA (Continued) | (CONTINUED FROM PART V, SECTION C) Carilion fulfills our commitment to addressing key health priorities through targeted grants for community health improvement programs and those that affect the social determinants of health. Carilion provides many community grants and health sponsorships to help local charitable organizations fulfill their missions related to our communities' health and well-being. Community grant dollars are allocated across the entire Carilion Clinic service area based on requests received. During the 2020 fiscal year (2019 tax year), $20,000 in grants was awarded to two programs in Franklin County to improve affordable healthy food access and child abuse and neglect services. Carilion's COVID-19 Community Health Fund replaced the traditional spring grant process for fiscal year 2020, focusing on acute COVID-related health care needs and health-related social needs in our region. In Franklin County, $32,800 was awarded supporting-Free Clinic of Franklin County to provide primary care, chronic disease management and COVID-19 care, Healthy Franklin County for coordination of programs addressing food insecurity throughout the area, Rx Partnership to support medication access and delivery for free clinic patients in southwest Virginia and Faith Network of Franklin County in providing temporary housing support in the form of rent and utility assistance. -Significant Health Priorities to be Addressed- -Health Behaviors- Needs include alcohol and drug use, culture of healthy behaviors not a priority, lack of health literacy / lack of knowledge of healthy behaviors. Carilion Clinic continues to address health behavior-related priorities from the 2018 FCACHNA. To improve overall health culture and promote healthy diets, Carilion provides various free health education classes, screenings and flu immunizations in community settings. In fiscal year 2020, Carilion provided 84 education, screening and immunization opportunities/events in the Franklin County area, serving more than 1,234 people. Community health education is provided by the Community Health and Outreach department (CHO), and other select departments. Health and wellness education topics include general wellness, healthy eating and exercise, stress management, and infant and child safety. During the COVID-19 pandemic, CHO transitioned to "Take a Break" virtual education sessions providing timely, relevant tips focused on improving well-being and maintaining a healthy lifestyle during an uncertain time. As the year progressed, we added well-being support groups, cooking videos, online gardening classes, guided walks and hikes, and limited in-person outdoor education. Resources committed to these programs include staff time, volunteer hours, and food and giveaway items that encourage healthy behaviors. In addition to community events, Carilion fosters healthy behaviors by offering classes to employees and partnering with other Franklin County employers. As the largest employer in the region, efforts to engage our employees and their families in healthy lifestyles impact community health overall. Carilion offers Virgin Pulse at no charge to employees and their spouses. The program enables employees to connect personal activity trackers and a platform to encourage daily healthy behaviors such as exercise, climbing stairs, and planning healthy meals. Carilion remains committed to the Healthier Hospital Initiative pledge and continues to improve quantities of healthy, local, sustainable foods purchased and served through its cafeterias. CFMH also hosts a momentum studio with exercise equipment available for employees. -Alcohol and drug use- Carilion's Addiction Task Force brings together expertise from throughout the Carilion system to better understand and address the opioid epidemic in Southwest Virginia. Efforts include-developing system-wide guidelines and a system dashboard for opioid prescriptions, creating treatment pathways for opioid addiction in specific high-risk groups, developing best practices for risk assessment, treatment and standard orders in Carilion's electronic medical record system, EPIC, growing an inventory of community resources related to prevention, treatment and recovery services for patients and community members, and providing locations for free, safe, prescription drug returns or deactivation bags. CFMH participates in the local Franklin County Opioid Task Force, supporting community efforts to address the Opioid Crisis. This group helped to install an Rx Drug Drop Box at the Westlake Police Department. In fiscal year 2020, CFMH sent back 409 pounds of prescription drugs. CFMH also participates as a partner in the FRESH (Focus on Response and Education to Stay Healthy) Coalition. FRESH is a community coalition focused on changing behaviors and attitudes to prevent substance abuse among youth and families in Franklin County. Its vision is to empower the community to make healthy choices. FRESH has community representatives from 12 sectors-Youth, Parents, Media, Schools, Businesses, Healthcare Professionals, Law Enforcement, Civic and Volunteer Groups, Youth-Serving Organizations, State and Local Government, Religious Organizations, and Other Organizations Working to Prevent Substance Abuse. CFMH is also a partner in Communities Helping Improve Local Lives (CHILL) Youth Task Force. This youth leadership and development program trains students in grades 9 to 12 in drug and alcohol prevention and provides opportunities to strengthen their personal skills while improving their school and community. -Clinical Care- Needs include access to primary care, high cost of care, access to dental care, access to mental / behavioral health services, and coordination of care. Issues with access to care are essential to CFMH when addressing community health needs. In addition to providing financial support to qualifying patients who cannot afford care, Carilion works to improve affordable access to care and resources. - Primary care - Carilion Clinic partners with the Bernard Healthcare Center (the Free Clinic of Franklin County) by providing in-kind and financial support. The partnership improves access to primary care, allowing the center to meet the needs of the low-income patients. The Bernard Healthcare Center continues to serve the most indigent uninsured with primary medical care and prescription medications. Through this partnership, not only is access to primary care made available, but ongoing education and follow-up are provided to patients with chronic diseases. In June 2020, the center began COVID-19 testing and now offers telemedicine visits and routine adult immunizations. This partnership also includes coordination between the Free Clinic of Franklin County and the CFMH Emergency Department to connect uninsured patients with primary care. Carilion continues to explore opportunities to improve access to care through various types of Telemedicine. In addition, through a comprehensive forensic nursing program, CFMH is engaged with the community for abuse prevention and review efforts. CFMH participates in and supports a variety of local child abuse, sexual abuse and fatality review teams. - High cost of care - Carilion is committed to helping improve access to affordable medical care in our communities. Since the expansion of Medicaid in the Commonwealth of Virginia in 2019, Carilion has worked diligently on outreach and enrollment for newly eligible beneficiaries. By the end of fiscal year 2020 (tax year 2019), more than 8,296 people were newly enrolled in Medicaid in the Franklin County area. - Mental / behavioral health services - TelePsych services are now being utilized at CFMH and Carilion Family Medicine Rocky Mount in an ongoing effort to increase access to psychiatry and mental health services. |
| Schedule H, Part V, Section B, Line 11 ADDRESSING NEEDS IDENTIFIED IN CHNA (Continued) | - Coordination of care - In fiscal year 2020 (tax year 2019) CFMH worked with community partners and Carilion's Community Health and Outreach department to expand the scope of the Franklin County Health Efficiency Navigation Initiative and integrate it with the Roanoke Valley Pathways HUB partnership, a national best practice to coordinate care and connect people to resources. - Social and Economic Factors - Includes poverty and transportation needs. In its commitment to reducing inequities in care, Carilion provides financial support for people who cannot afford insurance or health care. Carilion also replenishes medication carried aboard emergency medical services vehicles. Support is provided to various not-for-profit organizations. Our support reduces the impact of poverty on health through investments in social determinants such as housing, transportation, employment, education, access to healthy foods and other worthwhile causes. Each year, Carilion coordinates a system-wide United Way campaign through which employees can provide additional financial support to these causes. CFMH supports programs that help individuals with social determinants of health, such as access to medical resources, food and school supplies. CFMH participates as a partner in the Re-entry Councils of Franklin County and Martinsville and Henry County, helping connect people with resources, primarily related to health care, upon release from jail. CFMH also supports Franklin County Public Schools, including donating water bottles to local school children. - Physical Environment - While the physical environment did not necessarily arise as a top priority in the 2018 FCACHNA, Carilion still 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. - Implementation and Measurement - Carilion has invested in multiple systems to manage data and track outcomes of our community work. We assessed program-level outcomes for community health education classes and screening events. We tracked these outcomes using pre- and post-tests for education and screening results such as blood pressure, cholesterol, diabetes risk assessments and glucose readings. Community programs supported by Carilion grants were responsible for regularly reporting program outcomes. Scorecards developed contain key secondary data points. They are updated annually to track the community health initiatives' impact. Specifically, Carilion tracked and measured impact on specific aligned indicators contributing to the RWJF County Health Factors Rankings and County Health Outcomes Rankings. Our goal is to improve County Health Rankings for the entire Franklin County area. Still, we understand that improvements are relative to progress in other communities in the Commonwealth of Virginia by these rankings' nature. - Priority Areas Not being Addressed and the Reasons - Earlier, we described using a community approach to determine and address priority needs. We used a similar approach to determine which needs cannot be immediately addressed. We considered several needs during the prioritization process. However, we did not actively address these needs during this period due to low feasibility or low potential impact. These needs are lack of exercise, lack of knowledge of community resources, poor diet, risky sexual activity, tobacco use, access to specialty care (general), communication barriers with providers, quality of care, high uninsured/underinsured population, child abuse/neglect, community safety/violence, domestic violence, educational attainment, lack of family/social support systems, unemployment, air quality, affordable/safe housing, injury prevention/safety of the environment, outdoor recreation, water quality, and high prevalence of chronic disease (general). Of the top 10 identified priorities, access to dental care and transportation are not directly addressed by initiatives included in the implementation strategy. In the past, Carilion has provided grant funding to support transportation efforts. Carilion will continue to explore ways to provide support for access to dental care or transportation in the Franklin County area. At this time, CFMH does not have the local expertise to provide dental care or transportation services and is also not aware of local efforts ongoing in Franklin County to address these issues. |
| Schedule H, Part I, Line 3c OTHER FINANCIAL ASSISTANCE ELIGIBILITY CRITERIA | Patients' eligibility is determined by family size, family income, real property equity and liquid assets. Families with family income equal or below 200% of the FPG and assets equal or below $15,000 receive 100% adjustment under FAP. Families with family income greater than 200% of the FPG but less than or equal to 400% of the FPG or assets above $15,000 and less than or equal to $100,000 receive a partial adjustment under FAP. The partial adjustment matches the AGB percentage for each service area. |
| 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://carilionclinic.org/about-carilion-clinic#our-values. |
| Schedule H, Part I, Line 7 Costing Methodology used to calculate financial assistance | Line 7, Column (f)- Bad debt expense of $4,830,049, as included in Part IX, Statement of Expenses on line 25, was excluded from the calculation of Part I Line 7 Column (f)- Percent of total expense. Line 7e - Community Health Improvement - This line is reported at actual cost. Carilion's commitment to community health is evident at all levels of the organization. Our infrastructure includes a Planning and Community Health division dedicated to assessing and addressing community needs. The division leads and facilitates the Community Health Improvement Plan, Community Health Needs Assessments, community grants, community health education, collection of community benefit data, and neighborhood health initiatives. Some Community Health and Outreach staff work with the hospital's Board of Directors and Carilion Clinic's Board of Governors to create health improvement strategies to address community health needs. The hospital also has a Community Benefit Council providing oversight for Carilion's community health improvement work and community benefit strategy, data collection and submission. Carilion Franklin Memorial Hospital (CFMH) educates the public about health risks and steps to improve health. Events include regularly scheduled health screenings for blood pressure, blood glucose and cholesterol, and seasonal screenings to detect facial damage due to sun exposure. CFMH's community health education department provides education on childhood injury prevention to the community and other providers. Due to COVID-19, work shifted from the typical health education and improvement programming to education and outreach to lessen the pandemic's impact. For many months, representatives across the organization were involved in the Home Alone program-an outreach effort to connect vulnerable patients to community resources and help them overcome any barriers caused by supply shortages, business closures and cancellation of medical appointments. Carilion received federal relief funding to offset the Community Benefit expenses generated by this and other similar work. Following the rollout of Medicaid expansion in Virginia, Carilion began contracting with MedAssist for Medicaid enrollment outreach, ensuring access to a wide range of health services across the community. MedAssist screens uninsured patients to identify eligibility and helps them with the application process, including documentation and substantiation of eligibility. Greater coverage increases access to benefits not only for general health, but also for dental and mental health services. The increase in Medicaid eligibility and enrollment scope led to a rise in Community Benefit dollars invested in this category. Community benefit operations include the expenses to track community health improvement activities and the cost associated with coordinating responses to community health needs identified through the most recent Franklin County Area Community Health Needs Assessment. This coordination includes participation in community partnerships such as Healthy Franklin County, which focuses on addressing community health needs-especially access to healthy food options. Line 7f - Health professions education - This line is reported at actual cost. Carilion Franklin Memorial Hospital provided continuing education training to students in the Radford University Carilion (formerly Jefferson College of Health Sciences) Physician Assistant program on forensic nursing. Additional health professions education was provided on child safety and education on potential lead exposures in holiday decorations. Line 7g - Subsidized Health Services - n/a Line 7h - Research - n/a Line 7i - Cash and In-Kind Contributions - At cost. Carilion's dedication to our mission of improving the health of the communities we serve is evidenced by the annual financial and in-kind contributions we provide to dozens of nonprofit partners. Our support directly impacts the issues identified in our triennial Community Health Needs Assessment and various social determinants that impact health. This support helps provide access to nutrient-dense foods, promotion of exercise and healthy activities, chronic disease management, access to mental health services and coordination of care, and many other community health improvement goals. Organizations supported in fiscal year 2020, include the Free Clinic of Franklin County, Faith Network of Franklin County, Piedmont Community Services, the United Way, Bernard Healthcare Center, Child Abuse Review Teams in Franklin, Henry and Patrick Counties and Martinsville City, and the Stepping Stone Missions. |
| Schedule H, Part II Community Building Activities | Line 1 - Physical improvements and housing - n/a Line 2 - Economic development - n/a Line 3 - Community support - Research demonstrates the strong connection between social determinants of health such as transportation, housing 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 its neighbors in need. These efforts make progress in removing a range of obstacles to good health for residents of our region. Carilion Franklin Memorial Hospital is deeply involved with various health and social determinant-related initiatives, providing organizational support and monetary donations. For example, Carilion leaders dedicate their time to the Franklin County Public Schools through the Health Advisory Committee and the Pack the Bus event, an annual school supply drive, and support the Smith Mountain Lake Chamber of Commerce. In-kind support in paid employee hours was dedicated to United Way's COVID-19 Community Response coordination. Line 4 - Environmental improvements - n/a Line 5 - Leadership development and training for community members - n/a 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 community health coalitions that address health, safety and social determinant needs in the Franklin County area. Also, we partner with multiple community and business organizations around 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-and Carilion's time spent with the Virginia Rural Health Association. Carilion was also a leader in the Franklin County area's COVID response, working with groups like the NAACP, local EMS and the Smith Mountain Lake Chamber of Commerce to strengthen relationships and improve equitable care and treatment for all. 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 advocacy through other organizations' work. Carilion participates in FRESH, a coalition of organizations working to prevent substance abuse in youth. In addition, Carilion joins local nonprofit organizations as part of the nonprofit leaders group coordinated by the United Way. We provided in-kind support for local efforts to address the need for fresh local produce through Healthy Franklin County. We provided additional in-kind support to the Bernard Healthcare Center's efforts to provide a low-cost or free-of-charge medical care to those who cannot afford it. 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 Franklin Memorial Hospital representatives provided in-kind support to students at Franklin County High School and Ferrum College's nursing program to strengthen the health care workforce in the area. Growth of both high-school and post-secondary education and job opportunities in the health care field will lead to more career opportunities overall for those within the Franklin County area. |
| 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 | 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. |
| 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 efforts (ECAs) may be considered. Accounts will not be placed with a collection agency prior to 120 days from the date the first 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 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 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://carilionclinic.org/billing/financial-assistance; |
| Schedule H, Part V, Section B, Line 16b FAP Application website | - CARILION FRANKLIN MEMORIAL HOSPITAL: Line 16b URL: https://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://carilionclinic.org/billing/financial-assistance; |
| Schedule H, Part VI, Line 2 Needs assessment | In addition to conducting regular Community Health Needs Assessments (CHNA), 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. 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. The Planning and Community Development department studies chronic disease incidence and prevalence rates, monitors health status indicators and assesses health disparities. 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. Needs are also identified through advisory boards and focus groups conducted in key neighborhoods or aligned with community initiatives. Ongoing collaboration with community stakeholders allows for regular communication of community needs and gives our partners opportunities to respond cohesively. 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)" and 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, 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, the Eligibility staff is trained as Certified Application Counselors and will assist patients in enrollment in the insurance exchange Marketplace. Eligibility staff will also complete Carilion's financial assistance application and counsel patient on the requirements for financial assistance. |
| Schedule H, Part VI, Line 4 Community information | The Franklin County area, including Franklin County and Henry County, is the Franklin County Area Community Health Needs Assessment (FCACHNA) service area. Franklin and Henry Counties are part of the West Piedmont Health District. The western piedmont region of Virginia is full of beautiful scenery including the Blue Ridge Mountains, rolling hills, multiple communities developed around lakes and waterways, and quaint towns. Franklin County is primarily rural with 81.3 persons per square mile and a land area of 690.43 square miles (https://www.census.gov/quickfacts/fact/table/franklincountyvirginia/PST045219) and is part of the Roanoke Metropolitan Statistical Area (MSA) (https://www2.census.gov/geo/maps/econ/ec2012/cbsa/EC2012_310M200US40220M.pdf). The county hosts a variety of distinct communities including many rural communities, the Smith Mountain Lake area and the town of Rocky Mount. Before settlers came to the area in the early 1700s, the land was home to Native American tribes. In 1786, Franklin County was formed from portions of Bedford and Henry Counties. Agriculture, mining and later the railroad, textile, wood and tobacco industries were prominent. Smith Mountain Lake and Philpott Lake are both located in Franklin County and continue to drive activity and growth in the area. Henry County is primarily rural with 141.6 persons per square mile and a land area of 382.33 square miles (https://www.census.gov/quickfacts/fact/table/henrycountyvirginia/POP060210). It is part of the Martinsville-Henry County Micropolitan Statistical Area (http://www.vdh.virginia.gov/content/uploads/sites/76/2016/06/VirginiaMetropolitanandMicropolitanStatisticalAreas.pdf). Henry County has a rich history that helps to highlight its amenities and activities today. Motorsports, specifically NASCAR, has been a staple in the Martinsville-Henry County area dating back to the 1940s when the Martinsville Speedway was opened. The furniture and textile industries were significant contributors to employment and the economy in the area during the 20th century, complementing and often replacing the early agricultural and tobacco industries. Today, in addition to motorsports, outdoor activities attract and engage visitors and residents. Franklin County is part of the Roanoke Valley MSA, 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 2018 FCACHNA revealed distinct communities with significant differences in size and population and significant disparities in health and social determinants. The 2015-2019 American Community Survey (ACS) found the total population of the counties of Franklin and Henry to be 56,187 and 51,300, respectively (U.S. Census Bureau, 2015-2019 5-year American Community Survey, Table S0101 https://data.census.gov/cedsci/table?q=S0101&tid=ACSST5Y2019.S0101&hidePreview=true). The Weldon Cooper Center for Public Service predicts positive future population change for Franklin County and negative population change for Henry County by 2040 (Weldon Cooper Center for Public Service, https://demographics.coopercenter.org/virginia-population-projections). Median age is similar at 47.2 in Franklin County and 47.6 in Henry County (U.S. Census Bureau, 2015-2019 5-year American Community Survey, Table S0101 https://data.census.gov/cedsci/table?q=S0101&tid=ACSST5Y2019.S0101&hidePreview=true). The ACS finds that both Franklin and Henry counties have a more significant percentage of the population that is White (89.1% and 72.6%) than in the Commonwealth of Virginia (67.6%) as a whole (U.S. Census Bureau, 2015-2019 5-year estimates, American Community Survey, Table DP05 https://data.census.gov/cedsci/table?tid=ACSDP5Y2019.DP05&hidePreview=true). Henry County also has a larger percentage of the population that is Black (22.7%) than in the Commonwealth of Virginia (19.2%). Franklin and Henry Counties are designated as Medically Underserved Areas and Health Professional Shortage Areas for primary care, mental health and dental health for either low-income residents or geographically for primary care in Franklin County (Department of Health and Human Services, Health Resources and Services Administration Data Warehouse (2021) https://data.hrsa.gov/tools/shortage-area/mua-find, https://data.hrsa.gov/tools/shortage-area/hpsa-find). |
| Schedule H, Part VI, Line 5 Promotion of community health | Carilion Clinic is a not-for-profit, integrated health care system located among the Blue Ridge Mountains. Our flagship hospital, in the heart of the City of Roanoke, which is the largest urban hub in western Virginia. 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 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. 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. Through a comprehensive network of hospitals, primary and specialty physician practices, and complementary services, Carilion provides exceptional care for nearly one million Virginians. With an enduring commitment to the region's health, Carilion advances care through medical education and research, helps its community stay healthy and inspires the region to grow stronger. 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. In addition, Carilion continues its long relationship with what is now Radford University Carilion to assist with educating students in various health professions. 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. Its 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. The health system's many partnerships with cross-sector organizations create a collaborative culture of community health and wellness. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| (1) Children's Advocacy Programs of the Blue Ridge Inc (SVCAC) | |||||||
| 300 S Main Street | Rocky Mount | VA | 24151 | 541950268 | 501(c)(3) | $10,000 | Child abuse response |
| Faith Network of Franklin Co | |||||||
| 335 S Main St | Rocky Mount | VA | 24151 | 821495385 | 501(c)(3) | $8,000 | Housing & Utilities |
| Free Clinic of Franklin Co | |||||||
| 1171 Franklin St | Rocky Mount | VA | 24151 | 541634138 | 501(c)(3) | $21,000 | Affordable primary care |
| Stepping Stones of Franklin Co | |||||||
| 1105 N Main Street | Rocky Mount | VA | 24151 | 203075565 | 501(c)(3) | $10,000 | Soup Kitchen Operations |
| (5) Healthy Franklin County-United Way of Roanoke Valley | |||||||
| 325 Campbell Avenue SW | Roanoke | VA | 24016 | 540535302 | 501(c)(3) | $5,300 | DETAIL ON PART IV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 5 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule I, Part II, Line 1(h) Healthy Franklin County- Purpose of grant or assistance | The grant provides assistance with business costs for food access programming to include technology for telework/teleconferencing, printing and publications as well as mileage reimbursement. |
| Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. | 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. A grant cycle specifically addressing the needs resulting from the impacts of COVID-19 was held in fiscal year 2020 ( tax year 2019) and due to the nature of the funding, awardees were required to submit only one , final report. 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, 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. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Written Policy Ref T And E Expnss | false | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| 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 (14 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 | ||||||||||||||
| Dir./Sec./Treas./Hospital VP | $135,589 | $0 | $27,563 | $0 | $9,348 | $0 | $126,318 | $0 | $18,491 | $0 | $317,309 | $0 | $0 | $0 |
| Steven Arner | ||||||||||||||
| Director/EVP | $0 | $647,421 | $0 | $225,708 | $0 | $4,813 | $0 | $345,071 | $0 | $18,548 | $0 | $1,241,561 | $0 | $0 |
| CRAIG L BOOKOUT MD | ||||||||||||||
| Director | $0 | $320,383 | $0 | $40,098 | $0 | $6,128 | $0 | $65,550 | $0 | $7,073 | $0 | $439,232 | $0 | $0 |
| Sarah Stubbs MD | ||||||||||||||
| Director | $0 | $240,118 | $0 | $32,671 | $0 | $2,051 | $0 | $94,997 | $0 | $17,386 | $0 | $387,223 | $0 | $0 |
| Nicholas Conte | ||||||||||||||
| Asst. Secretary | $0 | $501,457 | $0 | $201,967 | $0 | $6,258 | $0 | $163,964 | $0 | $18,548 | $0 | $892,194 | $0 | $0 |
| David Hagadorn | ||||||||||||||
| Asst. Treasurer | $0 | $138,561 | $0 | $2,000 | $0 | $8,778 | $0 | $98,598 | $0 | $865 | $0 | $248,802 | $0 | $0 |
| Donald Halliwill | ||||||||||||||
| Asst. Treasurer | $0 | $568,290 | $0 | $201,281 | $0 | $4,727 | $0 | $343,625 | $0 | $17,248 | $0 | $1,135,171 | $0 | $0 |
| G Robert Vaughan Jr | ||||||||||||||
| Asst. Treasurer | $0 | $270,749 | $0 | $78,415 | $0 | $3,948 | $0 | $297,970 | $0 | $18,325 | $0 | $669,407 | $0 | $0 |
| Nancy Howell Agee | ||||||||||||||
| CEO, Carilion Clinic | $0 | $1,292,284 | $0 | $555,922 | $0 | $406,517 | $0 | $329,565 | $0 | $12,301 | $0 | $2,596,589 | $0 | $195,503 |
| DONN BERGMAN | ||||||||||||||
| Physical Therapist | $129,067 | $402 | $500 | $0 | $483 | $0 | $26,496 | $0 | $16,577 | $0 | $173,123 | $402 | $0 | $0 |
| Michelle Firebaugh | ||||||||||||||
| Department Director | $115,537 | $0 | $2,000 | $0 | $2,221 | $0 | $74,283 | $0 | $5,543 | $0 | $199,584 | $0 | $0 | $0 |
| Shirley Landon-King | ||||||||||||||
| Occupational Therapist | $136,179 | $1,047 | $500 | $0 | $121 | $0 | $80,199 | $0 | $105 | $0 | $217,104 | $1,047 | $0 | $0 |
| Lori McClure | ||||||||||||||
| Pharmacy Manager | $176,042 | $0 | $1,500 | $0 | $700 | $0 | $164,428 | $0 | $1,019 | $0 | $343,689 | $0 | $0 | $0 |
| Carole Robertson | ||||||||||||||
| Physical Therapist | $116,474 | $0 | $500 | $0 | $1,548 | $0 | $104,138 | $0 | $15,854 | $0 | $238,514 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 1a Tax indemnification and gross-up payments | Employees are occasionally provided small gifts, prizes or awards which may be included in taxable compensation at amounts grossed up for taxes. During the reporting period, Ms. Firebaugh received such benefit. |
| Schedule J, Part I, Line 1b Written policy regarding payment or reimbursement of expenses | Management makes tax gross-up decisions at its discretion considering IRS requirements, amount, and non-cash status. |
| Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation | The organization has a single member, Carilion Clinic, a charitable tax-exempt organization which serves as the parent company of the Carilion Clinic integrated health care delivery system. Executive compensation, including that of the organization's Hospital Vice President is reviewed annually by the Carilion Clinic Board of Directors Compensation Committee. This Committee is made up of Board members of Carilion Clinic who do not have a conflict of interest with any of the executives being reviewed. This review included review of a comprehensive report from an independent, outside compensation consultant specializing in healthcare organizations for select positions and the prior year's report on all of the reviewed positions. The reports reviewed by the Committee included a detailed comparison of total compensation and each element thereof, including base salary, bonus, 'at-risk' and 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 detailed 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) in which the employer, at the discretion of Carilion Clinic's Compensation Committee, makes a contribution to an account established on its books for each eligible participant. If a participant ceases to be a participant prior to the vesting date, the account shall be forfeited. A lump sum distribution shall be made upon the participant's vesting date, death, or disability. Unvested contributions made to the DC SERP in the reporting period are included in Part II of this schedule with "retirement and other deferred compensation." No payments from this plan were made to reported individuals during the period. Ms. Agee participated in an executive flexible benefit plan, in which an allowance is provided annually to the participant for use in obtaining certain insurance benefits. In prior years, the amount of allowance in excess of elected benefits was credited to a capital accumulation account (CAA) with various deferred vesting dates of at least two years from the first day of the plan year, distributable upon vesting while employed by a Carilion Clinic affiliate, death, disability, or 24 months following certain qualifying separations from service. Deferrals no longer occur under this plan. $195,503 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 | $121,590 | TransactionAmt |
| Transaction | EMPLOYEE | TransactionDesc |
| Sharing Of Revenues | false | SharingOfRevenuesInd |
Schedule M IRS990ScheduleM
Real Estate Residential RealEstateResidentialGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $376,713 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Cost | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule M, Part I Schedule M, Part I, Column (B) | FormAndLineReferenceDesc |
| Explanation | One contribution of two parcels of real estate. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (18 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part I, Line 6 VOLUNTEERS | Within the hospital, volunteers serve at the escort desk, decorate, handle vendor sales, provide fundraisers, assist with Relay for Life, put together charts, plan conferences, and file and put together O.R. packets. Through Hospice, volunteers provide socialization and companionship to patients in the home and nursing facilities, provide caregiver relief, assist in the office with clerical duties, planning and executing fund-raising events, and make hand-made quilts and cards for patients. "We Honor Veteran" presentations are made by specially-trained veteran volunteers to veteran patients. Volunteers also assist with annual projects such as the Christmas tree installment at the Veterans Park. Volunteer Hours worked were 4,412. NOTE: THE VOLUNTEER PROGRAM WAS SUSPENDED ON MARCH 16,2020 DUE TO COVID WHICH AFFECTED THE VOLUNTEER WORK HOURS. |
| Form 990, Part III, Line 4a Program Service Accomplishments | Carilion Franklin Memorial Hospital, 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. Franklin's acute hospital admitted 1,148 patients and provided 4,642 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. Franklin 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. Franklin also provides an emergency department with 24-hour care, emergency transportation, and a chest pain and stroke program. With 17,501 visits, Franklin'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 10.3 percent of ED visits. Franklin also supports community screenings and education on chronic disease prevention and management, sponsoring over 313 events touching over 5,316 people. In furtherance of its mission, Franklin provides extensive uncompensated care. Stated at cost, financial assistance for the year exceeded $1.3 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, Craig Bookout, M.D., Nicholas Conte, David Hagadorn, Donald Halliwill, Shannon Moore, Sarah Stubbs, M.D., and G. Robert Vaughan, Jr. - Business relationship, Victoria Gardner, Katherine Goff - 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, 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. 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 Accounting management. Several days prior to filing, all Board Members were notified via email of its availability on Carilion'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 Organizational Integrity & 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 Organizational Integrity & 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 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 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' and 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 detailed 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 | Miscellaneous - Total Revenue: 684, Related or Exempt Function Revenue: 684, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Sale Medical Records - Total Revenue: 711, Related or Exempt Function Revenue: 711, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Court Cost Recovery - Total Revenue: 6585, Related or Exempt Function Revenue: 6585, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Other Revenue - Total Revenue: 1994, Related or Exempt Function Revenue: 1994, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Employee Drug Sales Taxable - Total Revenue: 4201, Related or Exempt Function Revenue: 4201, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Returned Check Fees - Total Revenue: 70, Related or Exempt Function Revenue: 70, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Other Contract Revenue - Total Revenue: 6720, Related or Exempt Function Revenue: 6720, 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: 770143, Program Service Expense: 770143, Management and General Expenses: , Fundraising Expenses: ; Purchased Services - Total Expense: 1252642, Program Service Expense: 1138641, Management and General Expenses: 114001, Fundraising Expenses: ; Contract Fees/Consulting - Total Expense: 654708, Program Service Expense: 630791, Management and General Expenses: 23917, Fundraising Expenses: ; Repairs and Maintenance - Total Expense: 458402, Program Service Expense: 457107, Management and General Expenses: 1295, Fundraising Expenses: ; Reference Labs - Total Expense: 1295612, Program Service Expense: 1295612, Management and General Expenses: , Fundraising Expenses: ; Temporary Employment - Total Expense: 471089, Program Service Expense: 471089, Management and General Expenses: , 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 - -122732; Transfers from/(to) affiliates - -1075006; |
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 STONEWALL JACKSON 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 (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt |
|---|---|---|---|---|---|---|---|---|
| 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 HMO | 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 | ||||||||
| 110 Greene Street Suite 9G | New York | NY | 10012 | 824119491 | Private Equity | DE | NA | N/A |
| TI PLATFORM CC SMA LP | ||||||||
| 1160 Battery St East | San Francisco | CA | 94111 | 842852539 | Investments | DE | NA | N/A |
| STARWOOD VEP II CO-INVEST LLC | ||||||||
| 591 W Putnam Avenue | Greenwich | CT | 06830 | 833262407 | Investments | DE | NA | N/A |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (11 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| SCA CREDIT SERVICES INC | ||||||||||
| PO BOX 12385 | ROANOKE | VA | 24025 | 541180398 | COLLECTION AGENCY | VA | NA | C Corporation | Yes (true) | |
| MEDKEY INC | ||||||||||
| PO BOX 12385 | ROANOKE | VA | 24025 | 541645357 | FINANCING SERVICES | VA | NA | C Corporation | Yes (true) | |
| CHS INC | ||||||||||
| PO BOX 12385 | ROANOKE | VA | 24025 | 541725732 | SERVICES | VA | NA | C Corporation | Yes (true) | |
| CARILION HEALTHCARE CORPORATION | ||||||||||
| PO BOX 12385 | ROANOKE | VA | 24025 | 541586601 | 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) | |
| CARILION CLINIC MEDICARE RESOURCES LLC | ||||||||||
| PO BOX 12385 | ROANOKE | VA | 24025 | 263729975 | MEDICARE HMO | VA | NA | C Corporation | Yes (true) | |
| CARILION BEHAVIORAL HEALTH INC | ||||||||||
| PO BOX 12385 | ROANOKE | VA | 24025 | 203136891 | HEALTHCARE | VA | NA | C Corporation | Yes (true) | |
| SPROTT PRIVATE RESOURCE LENDING (C-CO-INVEST) LP | ||||||||||
| 981378742 | INVESTMENTS | NA | C Corporation | Yes (true) | CA | |||||
| BLACKMOOR OWNERSHIP HOLDINGS LIMITED | ||||||||||
| INVESTMENTS | NA | C Corporation | Yes (true) | CJ | ||||||
| MAGNITUDE SYSTEMATIC LONGSHORT FUND | ||||||||||
| INVESTMENTS | NA | C Corporation | Yes (true) | CJ | ||||||
| TANGIBLE SEGREGATED PORTFOLIO OF THE SOUTH AFRICA ALPHA SPC | ||||||||||
| INVESTMENTS | NA | C Corporation | Yes (true) | CJ | ||||||
| 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 | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (10 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Carilion Medical Center | ||
| A | $37,272 | COST |
| Carilion Healthcare Corporation | ||
| A | $298,792 | COST |
| Carilion Services Inc | ||
| A | $8,004 | COST |
| Carilion Services Inc | ||
| R | $1,075,006 | CASH |
| Carilion Medical Center | ||
| M | $1,943,999 | COST |
| Carilion Services Inc | ||
| M | $6,752,581 | COST |
| CHS Inc | ||
| M | $181,861 | COST |
| SCA Credit Services Inc | ||
| M | $85,123 | COST |
| Carilion Healthcare Corporation | ||
| M | $1,240,417 | COST |
| Franklin County Ventures LLC | ||
| C | $376,713 | COST |