CARILION ROCKBRIDGE COMMUNITY HOSPITAL: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: CARILION ROCKBRIDGE COMMUNITY HOSPITAL (EIN 54-0568001)
Tax period: 2023-10-01 to 2024-09-30
Filed: 2025-08-15
IRS object ID: 202502279349304010
Schema version: 2023v6.0
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule B
Schedule C
Schedule D
Schedule H
Schedule I
Schedule J
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2025-08-15T18:05:13+00:00	ReturnTs
Tax Period End	2024-09-30	TaxPeriodEndDt
Return Type	990	ReturnTypeCd
Tax Period Begin	2023-10-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	540568001	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Carilion Rockbridge Community Hospital	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	CARI	BusinessNameControlTxt
Phone	5402245102	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 12385	AddressLine1Txt
City	Roanoke	CityNm
State Abbreviation	VA	StateAbbreviationCd
ZIP	24025	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	G ROBERT VAUGHAN JR	PersonNm
Person Title	TREASURER	PersonTitleTxt
Phone	5402245102	PhoneNum
Signature	2025-08-15	SignatureDt

Field	Value	IRS element (for citing)
Tax	2023	TaxYr
Build TS	2025-03-06 01:10:19Z	BuildTS

Form 990 IRS990

Principal Ofcr Business Name PrincipalOfcrBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	GREGORY T MADSEN	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	$89,713,304	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	1955	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	15	VotingMembersGoverningBodyCnt
Voting Members Independent	10	VotingMembersIndependentCnt
Total Employee	531	TotalEmployeeCnt
Total Volunteers	11	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$1,078,194	PYContributionsGrantsAmt
CY Contributions Grants	$534,217	CYContributionsGrantsAmt
PY Program Service Revenue	$73,612,630	PYProgramServiceRevenueAmt
CY Program Service Revenue	$78,624,537	CYProgramServiceRevenueAmt
PY Investment Income	$547,549	PYInvestmentIncomeAmt
CY Investment Income	$3,373,778	CYInvestmentIncomeAmt
PY Other Revenue	$641,879	PYOtherRevenueAmt
CY Other Revenue	$592,249	CYOtherRevenueAmt
PY Total Revenue	$75,880,252	PYTotalRevenueAmt
CY Total Revenue	$83,124,781	CYTotalRevenueAmt
PY Grants And Similar Paid	$388,780	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$401,564	CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$28,522,132	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$30,129,422	CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$41,320,921	PYOtherExpensesAmt
CY Other Expenses	$43,614,770	CYOtherExpensesAmt
PY Total Expenses	$70,231,833	PYTotalExpensesAmt
CY Total Expenses	$74,145,756	CYTotalExpensesAmt
PY Revenues Less Expenses	$5,648,419	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$8,979,025	CYRevenuesLessExpensesAmt
Total Assets BOY	$85,418,994	TotalAssetsBOYAmt
Total Assets EOY	$86,807,190	TotalAssetsEOYAmt
Total Liabilities BOY	$27,441,837	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$21,250,913	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$57,977,157	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$65,556,277	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	$61,445,050	ExpenseAmt
Grant	$401,564	GrantAmt
Revenue	$78,858,479	RevenueAmt
Desc	See schedule O.	Desc
Total Program Service Expenses	$61,445,050	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	false	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	false	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	false	DeductibleNonCashContriInd
Deductible Art Contribution	false	DeductibleArtContributionInd
Terminate Operations	false	TerminateOperationsInd
Partial Liquidation	false	PartialLiquidationInd
Disregarded Entity	false	DisregardedEntityInd
Related Entity	Yes (true)	RelatedEntityInd
Related Organization Ctrl Ent	Yes (true)	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	Yes (true)	TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	false	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	false	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (true)	ScheduleORequiredInd
Info In Schedule O Part V	Yes (X)	InfoInScheduleOPartVInd
IRP Document	0	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Employee	531	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	15	GoverningBodyVotingMembersCnt
Independent Voting Member	10	IndependentVotingMemberCnt
Family Or Business Rln	Yes (true)	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	Yes (true)	DelegationOfMgmtDutiesInd
Change To Org Documents	false	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	false	MaterialDiversionOrMisuseInd
Members Or Stockholders	Yes (true)	MembersOrStockholdersInd
Election Of Board Members	Yes (true)	ElectionOfBoardMembersInd
Decisions Subject To Approva	Yes (true)	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (true)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (true)	MinutesOfCommitteesInd
Officer Mailing Address	false	OfficerMailingAddressInd
Local Chapters	false	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (true)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (true)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (true)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (true)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (true)	WhistleblowerPolicyInd
Document Retention Policy	Yes (true)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (true)	CompensationProcessCEOInd
Compensation Process Other	Yes (true)	CompensationProcessOtherInd
Investment In Joint Venture	false	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	VA	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	MATTHEW BARR	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	5402245021	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	213 S JEFFERSON ST	AddressLine1Txt
City	ROANOKE	CityNm
State Abbreviation	VA	StateAbbreviationCd
ZIP	24011	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (27 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	Highest Compensated EmployeeHighestCompensatedEmployeeInd	Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
James Williams Jr
Director/Chair	2.5	2.4	Yes (X)	Yes (X)	$0	$10,250	$0
Juliet Gibson
Director/Vice Chair	1.2	0	Yes (X)	Yes (X)	$0	$0	$0
Kimberly Shaw
Director/Sec/Treasurer	1.2	0	Yes (X)	Yes (X)	$0	$0	$0
Alicia Devine MD
Director	1.2	48.8	Yes (X)		$0	$281,605	$25,916
Amy DeHart
Director	1.2	0	Yes (X)		$0	$0	$0
Ayesha Kelly MD
Director	1.2	48.8	Yes (X)		$0	$339,991	$19,835
George Godette MD
Director	1.2	48.8	Yes (X)		$0	$575,434	$61,050
Greg Madsen
Director/Hospital VP	50.0	0	Yes (X)		$229,189	$0	$44,461
Josh Elrod
Director	1.2	0	Yes (X)		$0	$0	$0
Lisa Sprinkel
Director	1.2	48.8	Yes (X)		$0	$231,740	$58,636
Marylin Alexander
Director	1.2	0	Yes (X)		$0	$0	$0
Nathan Ramsey
Director	1.2	0	Yes (X)		$0	$0	$0
P Duaine Fitzgerald
Director	1.2	0	Yes (X)		$0	$0	$0
Reginald Early
Director	1.2	0	Yes (X)		$0	$0	$0
Tracy Lyons
Director	1.2	0	Yes (X)		$0	$0	$0
Donald Halliwill
Asst. Treasurer	0.5	49.5		Yes (X)	$0	$1,119,248	$167,911
G Robert Vaughan Jr
Asst. Treasurer	0.5	49.5		Yes (X)	$0	$458,008	$71,002
J Harrison Lapuasa
Asst. Treasurer	0.5	39.5		Yes (X)	$0	$34,109	-$1,202
Julie Smith-Hamilton
Asst. Secretary	0.5	39.5		Yes (X)	$0	$60,728	$18,375
Nicholas Conte
Asst. Secretary	1.0	49.0		Yes (X)	$0	$1,023,717	$174,893
Steven Arner
Asst. Secretary/COO, Carilion Clinic	2.0	48.0		Yes (X)	$0	$1,410,192	$209,618
Aaron Glenn
Nursing Senior Director	40.0	0			$139,923	$0	$28,362	Yes (X)
Jessica Saville
Pharmacy Manager	37.0	3.0			$177,925	$0	$12,095	Yes (X)
Laura Mays
Nurse Practitioner	50.0	0			$122,156	$0	$5,258	Yes (X)
Phyllis Snyder
RN Lead	40.0	0			$163,405	$0	$52,234	Yes (X)
Tracy Higgins
Nursing Unit Director	40.0	0			$157,120	$0	$13,948	Yes (X)
David Hagadorn
Former Officer	0.0	0.0			$0	$159,104	$25,072		Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$989,718	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$5,704,126	TotReportableCompRltdOrgAmt
Total Other Compensation	$987,464	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	22	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	Yes (true)	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
F & S BUILDING INNOVATIONS INC
2944 ORANGE AVE NE	ROANOKE	VA	24012	CONTRACTOR SERVICES	$4,363,736
QUALIVIS LLC
1601 ASSEMBLY ST	COLUMBIA	SC	29201	TEMPORARY STAFFING	$2,122,025	UNIT 1439
QUEST DIAGNOSTICS
500 PLAZA DRIVE	SECAUCUS	NJ	07094	LABORATORY SERVICES	$1,534,745
SIEMENS MEDICAL
40 LIBERTY BLVD	MALVERN	PA	19355	EQUIPMENT MAINTENANCE	$239,533
AVANT HEALTHCARE PROFESSIONALS
2301 LUCIEN WAY	MAITLAND	FL	32751	TEMPORARY STAFFING	$119,747

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	5	CntrctRcvdGreaterThan100KCnt
Related Organizations	$525,239	RelatedOrganizationsAmt
All Other Contributions	$8,978	AllOtherContributionsAmt
Total Contributions	$534,217	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
Net Patient Revenue	622110	$77,053,389	$77,053,389
Rent from affiliates	531120	$71,395	$71,395
Patient Pharmacy Revenue	446110	$1,499,753	$1,499,753

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	$78,624,537	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$578,147	TotalRevenueColumnAmt
Exclusion	$578,147	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$147,723	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$147,723	RealAmt
Personal	$0	PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$147,723	TotalRevenueColumnAmt
Exclusion	$147,723	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$9,383,763	SecuritiesAmt
Other	$391	OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$6,567,564	SecuritiesAmt
Other	$20,959	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$2,816,199	SecuritiesAmt
Other	-$20,568	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$2,795,631	TotalRevenueColumnAmt
Exclusion	$2,795,631	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt	ExclusionExclusionAmt
School Health Services	621399	$226,794	$226,794
Dining Services	722514	$210,584		$210,584
Other Revenue	900099	$7,148	$7,148

Miscellaneous Revenue MiscellaneousRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$444,526	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$83,124,781	TotalRevenueColumnAmt
Related Or Exempt Func Income	$78,858,479	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$3,732,085	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$401,564	TotalAmt
Program Services	$401,564	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$278,697	TotalAmt
Management And General	$278,697	ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$24,397,944	TotalAmt
Program Services	$24,373,890	ProgramServicesAmt
Management And General	$24,054	ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$490,190	TotalAmt
Program Services	$489,707	ProgramServicesAmt
Management And General	$483	ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$3,592,686	TotalAmt
Program Services	$3,540,783	ProgramServicesAmt
Management And General	$51,903	ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$1,369,905	TotalAmt
Program Services	$1,354,410	ProgramServicesAmt
Management And General	$15,495	ManagementAndGeneralAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$10,993,129	TotalAmt
Management And General	$10,993,129	ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$5,707	TotalAmt
Program Services	$5,707	ProgramServicesAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$69,576	TotalAmt
Management And General	$69,576	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$7,133,386	TotalAmt
Program Services	$6,187,921	ProgramServicesAmt
Management And General	$945,465	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$4,044	TotalAmt
Program Services	$1,848	ProgramServicesAmt
Management And General	$2,196	ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$1,137,021	TotalAmt
Program Services	$1,045,194	ProgramServicesAmt
Management And General	$91,827	ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$343,538	TotalAmt
Program Services	$335,318	ProgramServicesAmt
Management And General	$8,220	ManagementAndGeneralAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$1,464,798	TotalAmt
Program Services	$1,464,798	ProgramServicesAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$87,401	TotalAmt
Program Services	$85,675	ProgramServicesAmt
Management And General	$1,726	ManagementAndGeneralAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$81,483	TotalAmt
Program Services	$81,483	ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$2,857,743	TotalAmt
Program Services	$2,857,743	ProgramServicesAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$552,637	TotalAmt
Program Services	$355,779	ProgramServicesAmt
Management And General	$196,858	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt
Bad Debt	$7,268,293	$7,268,293
Med Supplies	$6,925,555	$6,925,555
Affiliate Practice Subsidy	$4,600,622	$4,600,622
Dues & Subscriptions	$52,598	$52,598

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$37,239	TotalAmt
Program Services	$16,162	ProgramServicesAmt
Management And General	$21,077	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$74,145,756	TotalAmt
Program Services	$61,445,050	ProgramServicesAmt
Management And General	$12,700,706	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$1,899	BOYAmt
EOY	$1,349	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$615	BOYAmt
EOY	$1	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$13,430,992	BOYAmt
EOY	$11,168,455	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

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$611,639	BOYAmt
EOY	$716,355	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$239,507	BOYAmt
EOY	$262,036	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$72,173,840	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$49,968,528	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$22,517,015	BOYAmt
EOY	$22,205,312	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$12,657,722	BOYAmt
EOY	$15,794,746	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$27,947,208	BOYAmt
EOY	$31,693,400	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	$8,012,397	BOYAmt
EOY	$4,965,536	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$85,418,994	BOYAmt
EOY	$86,807,190	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$11,568,702	BOYAmt
EOY	$6,169,275	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
EOY	$56,472	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$11,826,727	BOYAmt
EOY	$11,830,591	EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

Field	Value	IRS element (for citing)
BOY	$437,208	BOYAmt
EOY	$419,372	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$3,609,200	BOYAmt
EOY	$2,775,203	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$27,441,837	BOYAmt
EOY	$21,250,913	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	$57,728,089	BOYAmt
EOY	$65,219,254	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$249,068	BOYAmt
EOY	$337,023	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$57,977,157	BOYAmt
EOY	$65,556,277	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$85,418,994	BOYAmt
EOY	$86,807,190	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$8,979,025	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$3,643,701	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	-$5,043,606	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	$5,707	OtherActivitiesAmt
Total Lobbying Expenditures	$5,707	TotalLobbyingExpendituresAmt
Not Described Section501c3	false	NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY	FormAndLineReferenceDesc
Explanation	A portion of dues paid to various healthcare industry associations is attributable to lobbying activities.	ExplanationTxt

Schedule D IRS990ScheduleD

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$1,117,453	OtherCostOrOtherBasisAmt
Book Value	$1,117,453	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$38,871,962	OtherCostOrOtherBasisAmt
Depreciation	$25,140,647	DepreciationAmt
Book Value	$13,731,315	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$352,772	OtherCostOrOtherBasisAmt
Depreciation	$344,592	DepreciationAmt
Book Value	$8,180	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$26,765,319	OtherCostOrOtherBasisAmt
Depreciation	$21,389,119	DepreciationAmt
Book Value	$5,376,200	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$5,066,334	OtherCostOrOtherBasisAmt
Depreciation	$3,094,170	DepreciationAmt
Book Value	$1,972,164	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$22,205,312	TotalBookValueLandBuildingsAmt

Financial Derivatives FinancialDerivativesGrp

Field	Value	IRS element (for citing)
Book Value	$199,766	BookValueAmt
Method Valuation	F	MethodValuationCd

Other Securities OtherSecuritiesGrp

Field	Value	IRS element (for citing)
Desc	Alternative Investments	Desc
Book Value	$31,493,634	BookValueAmt
Method Valuation	F	MethodValuationCd

Field	Value	IRS element (for citing)
Total Book Value Securities	$31,693,400	TotalBookValueSecuritiesAmt

Other Assets Org OtherAssetsOrgGrp (2 entries)

DescDesc	Book ValueBookValueAmt
Due From Affiliate	$4,739,139
Right of Use Asset	$226,397

Field	Value	IRS element (for citing)
Total Book Value Other Assets	$4,965,536	TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)

DescDesc	AmtAmt
Pension Liability	-$212,693
Deferred Comp
Swap Liability	$69,500
Due to Affiliate
Lease Liability	$2,918,396

Field	Value	IRS element (for citing)
Total Liability	$2,775,203	TotalLiabilityAmt

Schedule H IRS990ScheduleH

Field	Value	IRS element (for citing)
Financial Assistance Policy	Yes (true)	FinancialAssistancePolicyInd
Written Policy	Yes (true)	WrittenPolicyInd
All Hospitals Policy	Yes (X)	AllHospitalsPolicyInd
FPG Reference Free Care	Yes (true)	FPGReferenceFreeCareInd

Free Care Oth Percentage FreeCareOthPercentageGrp

Field	Value	IRS element (for citing)
Other	Yes (X)	OtherInd
Free Care Other	300	FreeCareOtherPct

Field	Value	IRS element (for citing)
FPG Reference Discounted Care	Yes (true)	FPGReferenceDiscountedCareInd

Discounted Care Oth Percentage DiscountedCareOthPercentageGrp

Field	Value	IRS element (for citing)
Other	Yes (X)	OtherInd
Discounted Care Other	500	DiscountedCareOtherPct

Field	Value	IRS element (for citing)
Free Care Medically Indigent	Yes (true)	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	$629,883	TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns	$629,883	NetCommunityBenefitExpnsAmt
Total Expense	0.0094	TotalExpensePct

Unreimbursed Medicaid UnreimbursedMedicaidGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$8,011,838	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$7,015,864	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$995,974	NetCommunityBenefitExpnsAmt
Total Expense	0.0149	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	$8,641,721	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$7,015,864	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$1,625,857	NetCommunityBenefitExpnsAmt
Total Expense	0.0243	TotalExpensePct

Community Health Services CommunityHealthServicesGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$164,025	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$28,034	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$135,991	NetCommunityBenefitExpnsAmt
Total Expense	0.0020	TotalExpensePct

Health Professions Education HealthProfessionsEducationGrp

Field	Value	IRS element (for citing)
Net Community Benefit Expns	$0	NetCommunityBenefitExpnsAmt
Total Expense	0.0	TotalExpensePct

Subsidized Health Services SubsidizedHealthServicesGrp

Field	Value	IRS element (for citing)
Net Community Benefit Expns	$0	NetCommunityBenefitExpnsAmt
Total Expense	0.0	TotalExpensePct

Research ResearchGrp

Field	Value	IRS element (for citing)
Net Community Benefit Expns	$0	NetCommunityBenefitExpnsAmt
Total Expense	0.0	TotalExpensePct

Cash And In Kind Contributions CashAndInKindContributionsGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$421,498	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$360,159	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$61,339	NetCommunityBenefitExpnsAmt
Total Expense	0.0009	TotalExpensePct

Total Other Benefits TotalOtherBenefitsGrp

Field	Value	IRS element (for citing)
Activities Or Programs	0	ActivitiesOrProgramsCnt
Persons Served	0	PersonsServedCnt
Total Community Benefit Expns	$585,523	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$388,193	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$197,330	NetCommunityBenefitExpnsAmt
Total Expense	0.0030	TotalExpensePct

Total Community Benefits TotalCommunityBenefitsGrp

Field	Value	IRS element (for citing)
Activities Or Programs	0	ActivitiesOrProgramsCnt
Persons Served	0	PersonsServedCnt
Total Community Benefit Expns	$9,227,244	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$7,404,057	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$1,823,187	NetCommunityBenefitExpnsAmt
Total Expense	0.0273	TotalExpensePct

Physical Imprv And Housing PhysicalImprvAndHousingGrp

Field	Value	IRS element (for citing)
Net Community Benefit Expns	$0	NetCommunityBenefitExpnsAmt
Total Expense	0.0	TotalExpensePct

Economic Development EconomicDevelopmentGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$4,769	TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns	$4,769	NetCommunityBenefitExpnsAmt
Total Expense	0.0001	TotalExpensePct

Community Support CommunitySupportGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$7,239	TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns	$7,239	NetCommunityBenefitExpnsAmt
Total Expense	0.0001	TotalExpensePct

Environmental Improvements EnvironmentalImprovementsGrp

Field	Value	IRS element (for citing)
Net Community Benefit Expns	$0	NetCommunityBenefitExpnsAmt
Total Expense	0.0	TotalExpensePct

Leadership Development LeadershipDevelopmentGrp

Field	Value	IRS element (for citing)
Net Community Benefit Expns	$0	NetCommunityBenefitExpnsAmt
Total Expense	0.0	TotalExpensePct

Coalition Building CoalitionBuildingGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$671	TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns	$671	NetCommunityBenefitExpnsAmt
Total Expense	0.0000	TotalExpensePct

Health Improvement Advocacy HealthImprovementAdvocacyGrp

Field	Value	IRS element (for citing)
Net Community Benefit Expns	$0	NetCommunityBenefitExpnsAmt
Total Expense	0.0	TotalExpensePct

Workforce Development WorkforceDevelopmentGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$552	TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns	$552	NetCommunityBenefitExpnsAmt
Total Expense	0.0000	TotalExpensePct

Other Communtity Building Acty OtherCommuntityBuildingActyGrp

Field	Value	IRS element (for citing)
Net Community Benefit Expns	$0	NetCommunityBenefitExpnsAmt
Total Expense	0.0	TotalExpensePct

Total Communtity Building Acty TotalCommuntityBuildingActyGrp

Field	Value	IRS element (for citing)
Activities Or Programs	0	ActivitiesOrProgramsCnt
Persons Served	0	PersonsServedCnt
Total Community Benefit Expns	$13,231	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$0	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$13,231	NetCommunityBenefitExpnsAmt
Total Expense	0.0002	TotalExpensePct

Field	Value	IRS element (for citing)
Bad Debt Expense Reported	Yes (true)	BadDebtExpenseReportedInd
Bad Debt Expense	$7,268,293	BadDebtExpenseAmt
Reimbursed By Medicare	$17,508,199	ReimbursedByMedicareAmt
Cost Of Care Reimbursed By Medcr	$17,570,803	CostOfCareReimbursedByMedcrAmt
Medicare Surplus Or Shortfall	-$62,604	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 Rockbridge Community Hospital	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1 HEALTH CIRCLE	AddressLine1Txt
City	LEXINGTON	CityNm
State Abbreviation	VA	StateAbbreviationCd
ZIP	24450	ZIPCd

Field	Value	IRS element (for citing)
Website Address	https://carilionclinic.org//locations/carilion-rockbridge-community-hospital	WebsiteAddressTxt
State License	H 1906	StateLicenseNum
Licensed Hospital	Yes (X)	LicensedHospitalInd
General Medical And Surgical	Yes (X)	GeneralMedicalAndSurgicalInd
Critical Access Hospital	Yes (X)	CriticalAccessHospitalInd
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 Rockbridge Community 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	23	CHNAConductedYr
Take Into Account Others Input	Yes (true)	TakeIntoAccountOthersInputInd
CHNA Conducted With Other Fclts	false	CHNAConductedWithOtherFcltsInd
CHNA Conducted With Non Fclts	Yes (true)	CHNAConductedWithNonFcltsInd
CHNA Report Widely Available	Yes (true)	CHNAReportWidelyAvailableInd
Rpt Available On Own Website	Yes (X)	RptAvailableOnOwnWebsiteInd
Own Website URL	https://www.carilionclinic.org/cho-community-health-assessments#reports	OwnWebsiteURLTxt
Other Website	Yes (X)	OtherWebsiteInd
Other Website URL	https://issuu.com/carilionclinic/docs/2024_crbh_cha_final_report	OtherWebsiteURLTxt
Paper Copy Public Inspection	Yes (X)	PaperCopyPublicInspectionInd
Rpt Available Thru Other Method	Yes (X)	RptAvailableThruOtherMethodInd
Implementation Strategy Adopt	Yes (true)	ImplementationStrategyAdoptInd
Implementation Strategy Adpt	24	ImplementationStrategyAdptYr
Strategy Posted Website	Yes (true)	StrategyPostedWebsiteInd
Strategy Website URL	https://www.carilionclinic.org/cho-community-health-assessments#reports	StrategyWebsiteURLTxt
Organization Incur Excise Tax	false	OrganizationIncurExciseTaxInd
Elig Criteria Explained	Yes (true)	EligCriteriaExplainedInd
FPG Family Incm Lmt Free Dscnt	Yes (X)	FPGFamilyIncmLmtFreeDscntInd
FPG Family Incm Lmt Free Care	300.0	FPGFamilyIncmLmtFreeCarePct
FPG Family Incm Lmt Dscnt Care	500.0	FPGFamilyIncmLmtDscntCarePct
Asset Level Criteria	Yes (X)	AssetLevelCriteriaInd
Medical Indigency Criteria	Yes (X)	MedicalIndigencyCriteriaInd
Insurance Status Criteria	Yes (X)	InsuranceStatusCriteriaInd
Underinsurance Stat Criteria	Yes (X)	UnderinsuranceStatCriteriaInd
Explained Basis	Yes (true)	ExplainedBasisInd
App Financial Asst Expln	Yes (true)	AppFinancialAsstExplnInd
Described Info	Yes (X)	DescribedInfoInd
Described Suprt Doc	Yes (X)	DescribedSuprtDocInd
Provided Hospital Contact	Yes (X)	ProvidedHospitalContactInd
Includes Publicity Measures	Yes (true)	IncludesPublicityMeasuresInd
FAP Available On Website	Yes (X)	FAPAvailableOnWebsiteInd
FAP Available On Website URL	https://www.carilionclinic.org/billing/financial-assistance	FAPAvailableOnWebsiteURLTxt
FAP App Available On Website	Yes (X)	FAPAppAvailableOnWebsiteInd
FAP App Available On Website URL	https://www.carilionclinic.org/billing/financial-assistance	FAPAppAvailableOnWebsiteURLTxt
FAP Summary On Website	Yes (X)	FAPSummaryOnWebsiteInd
FAP Summary On Website URL	https://www.carilionclinic.org/billing/financial-assistance	FAPSummaryOnWebsiteURLTxt
FAP Avlbl On Request No Charge	Yes (X)	FAPAvlblOnRequestNoChargeInd
FAP App Avlbl On Request No Chrg	Yes (X)	FAPAppAvlblOnRequestNoChrgInd
FAP Sum Avlbl On Request No Chrg	Yes (X)	FAPSumAvlblOnRequestNoChrgInd
Notified FAP Copy Bill Display	Yes (X)	NotifiedFAPCopyBillDisplayInd
Communtity Notified FAP	Yes (X)	CommuntityNotifiedFAPInd
FAP Translated	Yes (X)	FAPTranslatedInd
FAP Actions On Nonpayment	Yes (true)	FAPActionsOnNonpaymentInd
Permit No Actions	Yes (X)	PermitNoActionsInd
Collection Activities	false	CollectionActivitiesInd
Provided Written Notice	Yes (X)	ProvidedWrittenNoticeInd
Made Effort Orally Notify	Yes (X)	MadeEffortOrallyNotifyInd
Processed FAP Application	Yes (X)	ProcessedFAPApplicationInd
Made Presumptive Elig Determ	Yes (X)	MadePresumptiveEligDetermInd
Nondis Emergency Care Policy	Yes (true)	NondisEmergencyCarePolicyInd
Look Back Medicare Private	Yes (X)	LookBackMedicarePrivateInd
Amounts Generally Billed	false	AmountsGenerallyBilledInd
Gross Charges	false	GrossChargesInd

Supplemental Information SupplementalInformationGrp (5 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule H, Part V, Section B, Line 3E	The publicly available Community Health Needs Assessment (CHNA) report details the prioritization process for the community's significant health needs identified through the CHNA. The Community Health Assessment Team (CHAT), comprised of community stakeholders, reviews all data and completes a prioritization survey. Through the survey, each CHAT member selects the most pertinent community needs. Following the survey, CHAT members further refine the priorities through a consensus-building activity. CHAT members prioritize needs according to the perceived burden, scope, severity or urgency; the importance the community places on addressing the need through survey responses and other interactions; and each member's unique perspective on community health.
Schedule H, Part V, Section B, Line 5 Facility , 1	Facility , 1 - Carilion Rockbridge Community Hospital. Carilion Clinic's Community Health Needs Assessments (CHNAs) are community-driven projects. Their success depends highly 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 dynamic and include health and human service agency leaders, people with exceptional knowledge of, or expertise in, public health, and local health department officials. Each CHAT also includes other individuals or organizations serving or representing the community's medically underserved, low-income and minority populations. The following organizations served on the CHAT for the 2024 (tax form year 2023) Rockbridge Area Community Health Needs Assessment (RACHNA): Anthem Medicaid, Chamber of Commerce Serving Rockridge, Lexington and Buena Vista, Central Shenandoah Health District, City of Buena Vista, ConnectionsPlus Healthcare, FOR Swimming, Girl Scouts Skyline Council, Grace Episcopal Church, Lexington City Office on Youth, Live Healthy Rockbridge Kids, Natural Bridge State Park, Project Horizon, Rockbridge Area Prevention Council, Rockbridge Area Community Services, Rockbridge Area Health Center, Rockbridge Area Relief Association, Rockbridge Area Transportation System, Rockbridge Baths Community Organization, Rockbridge Community Health Foundation, Rockbridge County, TAP Head Start, United Way of Rockbridge, Virginia Cooperative Extension, Valley Program for Aging Services, and Washington and Lee University. To obtain input from the community, the RACHNA conducted a focus group among CHAT stakeholders, a community listening session among the target population (low-income), and administered a 27-question community health survey broadly across the service area. These efforts occurred from October 1, 2023, through December 31, 2023. The community health survey was developed in English and Spanish and inquired about access to care and other services, health status, community strengths, quality of life, subjective well-being and demographics. The survey included commonly used questions and metrics from previously validated community surveys conducted by organizations such as the National Association of County and City Health Officials and the Centers for Disease Control and Prevention. Community members were invited to participate in a Community Listening Session, facilitated by staff from Carilion and the Rockbridge Area Health Center to collect qualitative data to understand health-related needs better. CHAT members were invited to provide an additional perspective on the needs and barriers to health facing our community during a Live Healthy Rockbridge meeting that included other community stakeholders. Carilion staff from across the organization facilitated small group discussions. Participants were asked to complete the Stakeholder Survey after participating in a listening session to help quantify focus group data. Carilion representatives shared the online survey via email and at the CHAT meetings. The CHAT assisted with survey distribution to reach particular target populations. The survey focused on Rockbridge Area residents 18 years of age and older in the following service area: Rockbridge County, Lexington City and Buena Vista City. There were special efforts to include underserved and vulnerable populations disproportionately impacted by social determinants of health such as poverty, race/ethnicity, education and lack of insurance. Specific populations served by CHAT representatives include people who are uninsured or underinsured; people experiencing low income, homelessness, and/or food insecurity; business owners; and families with young children. The survey was also available online to all residents living in the Rockbridge Area.
Schedule H, Part V, Section B, Line 6b Facility , 1	Facility , 1 - Carilion Rockbridge Community Hospital. The CHAT conducted the 2024 Rockbridge Area Community Health Needs Assessment with: Anthem Medicaid, Chamber of Commerce Serving Rockridge, Lexington and Buena Vista, Central Shenandoah Health District, City of Buena Vista, ConnectionsPlus Healthcare, FOR Swimming, Girl Scouts Skyline Council, Grace Episcopal Church, Lexington City Office on Youth, Live Healthy Rockbridge Kids, Natural Bridge State Park, Project Horizon, Rockbridge Area Prevention Council, Rockbridge Area Community Services, Rockbridge Area Health Center, Rockbridge Area Relief Association, Rockbridge Area Transportation System, Rockbridge Baths Community Organization, Rockbridge Community Health Foundation, Rockbridge County, TAP Head Start, United Way of Rockbridge, Virginia Cooperative Extension, Valley Program for Aging Services, and Washington and Lee University.
Schedule H, Part V, Section B, Line 7 Facility , 1	Facility , 1 - Carilion Rockbridge Community Hospital. The Community Health Assessment Team shared the 2024 Rockbridge Area Community Health Needs Assessment (RACHNA) on partner websites, social media, and through regional news coverage. The RACHNA was also shared through multiple internal presentations for staff and presentations to partner organizations and collaboratives.
Schedule H, Part V, Section B, Line 11 Facility , 1	Facility , 1 - Carilion Rockbridge Community Hospital. The following information describes the implementation strategy Carilion Rockbridge Community Hospital (CRBH) used to address the community health needs identified in the 2024 Rockbridge Area Community Health Needs Assessment (RACHNA). The complete implementation strategy is available online at https://issuu.com/carilionclinic/docs/implementation_strategy_final_crbh The hospital is working to address all significant needs prioritized by the CHNA. The top prioritized needs for the 2024 RACHNA were grouped into three overarching categories: chronic disease, mental health and substance use, and injury and violence. We also focus on layered interventions that address multiple priority areas through place-based strategies. We are addressing prioritized needs with the following strategies and committing financial resources, staff time and leadership. Strategies to address mental health and substance use include expanding Carilion's peer support specialist workforce and implementing evidence-based mental health education and well-being programs. Strategies to address chronic disease include exploring the implementation of a fruit and vegetable prescription program, implementing the Healthy Heart Ambassadors program, and implementing evidence-based health and nutrition education programs. Strategies to address injury and violence include supporting an initiative to grow transitional housing for people experiencing homelessness due to domestic violence and working with our forensic nursing program to identify opportunities and fill gaps in transitioning patients from acute care to the community. Place-based strategies addressing multiple priority areas include implementing health and wellness programming through the Rockbridge CAN dinners, exploring the implementation of pop-up clinic models for safety net partnerships, expanding Carilion's community health worker workforce, developing an employee volunteer program to support the capacity of local organizations working to address CHA identified needs, and coordinating a community-wide strategic plan through Live Healthy Rockbridge to address community health needs further.

Field	Value	IRS element (for citing)
Facility	6	FacilityNum

Oth Hlth Care Fclts Not Hospital OthHlthCareFcltsNotHospitalGrp

Oth Hlth Care Fclts OthHlthCareFcltsGrp (6 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	FacilityFacilityTxt
CARILION CLINIC FAMILY & INTERNAL MEDICINE
108 HOUSTON STREET SUITE A C	LEXINGTON	VA	24450	PHYSICIAN OFFICES
CARILION CLINIC FAMILY MEDICINE-SOUTH MAIN
146 SOUTH MAIN STREET	LEXINGTON	VA	24450	PHYSICIAN OFFICES
CARILION CLINIC FAMILY MEDICINE - BEDFORD
548 BLUE RIDGE AVE	BEDFORD	VA	24523	PHYSICIAN OFFICES
CARILION CLINIC FAMILY MEDICINE - BUCHANAN
18080 MAIN STREET	BUCHANAN	VA	24066	PHYSICIAN OFFICES
CARILION CLINIC FAMILY MEDICINE - CLIFTON FORGE
609 CHURCH STREET	CLIFTON FORGE	VA	24422	PHYSICIAN OFFICES
CARILION CLINIC FAMILY MEDICINE - BUENA VISTA
2252 MAGNOLIA AVENUE	BUENA VISTA	VA	24416	PHYSICIAN OFFICES

Supplemental Information Detail SupplementalInformationDetail (17 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule H, Part I, Line 3c Other Financial Assistance Eligibility Criteria	Financial assistance policy in effect for fiscal year 2024: families with family income equal or below 300% of the Federal Poverty Guidelines and countable assets equal or below $25,000 receive 100% adjustment under FAP. Families with family income greater than 300% of the Federal Poverty Guidelines but less than or equal to 500% of the Federal Poverty Guidelines or countable assets above $25,000 and less than or equal to $100,000 receive a partial adjustment under FAP. The partial adjustment matches the highest AGB percentage determined for all facilities.
Schedule H, Part I, Line 6a Public Availability of Community Benefit Report	Information on community benefit is reported annually through a consolidated report prepared by Carilion Clinic (EIN 54-1190771). Printed copies of this report are distributed throughout communities served by hospitals affiliated with Carilion Clinic. Additionally, the community benefit report is available on Carilion Clinic's website: https://www.carilionclinic.org/cho-community-health-assessments#community-impact-reports
Schedule H, Part I, Line 7 Bad Debt Expense excluded from financial assistance calculation	7268293
Schedule H, Part I, Line 7 Costing Methodology used to calculate financial assistance	Line 7a and 7b: For activities reported on the Medicaid Cost Report, a cost-to-charge ratio as determined from the Medicaid Cost Report was used. For all other activities, a cost to charge ratio derived from Worksheet 2 of the 990 instructions was used. Lines 7e and 7i are reported at actual cost.
Schedule H, Part II Community Building Activities	Line 2 - Economic development: As the largest employer in Southwest Virginia, Carilion impacts economic development by investing in jobs, higher wages for employees and various capital construction projects. In addition, Carilion has direct economic development expenses from programming and support of the local Chamber of Commerce, Main Street Lexington and pro-business advocacy. These initiatives promote the community's health by improving economic vitality and making the region a vibrant place to live, work and play. 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, improved housing, better nutrition, and additional resources for our neighbors in need. Carilion is involved with various health and social determinant-related initiatives through monetary donations and organizational support. For example, Carilion supports local Ruritan groups, CARE Rockbridge (Community Anti-Racism Effort), and the local YMCA and serves on the Local Emergency Preparedness Council, working to improve the community's resilience in emergencies. Line 6 - Coalition building: Carilion believes in the power of collaboration and understands that we must address our most significant health issues in concert with the community. To ensure lasting impact from the health assessment and community health improvement process, Carilion participates in coalitions that address health, safety and social determinant needs in the Rockbridge area. We also partner with multiple community and business organizations on initiatives to improve health and wellness for everyone in the Rockbridge area. Carilion participates in Live Well Alleghany, a health coalition in a neighboring county, and serves on the Community Foundation for Rockbridge Bath and Alleghany Board of Directors. 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 works to ensure our workforce and communities are vibrant by participating in the Lexington-Rockbridge Chamber of Commerce.
Schedule H, Part III, Line 2 Bad debt expense - methodology used to estimate amount	Carilion Rockbridge Community Hospital estimates bad debt expense by reserving a percentage of all self-pay patient accounts receivable by aging category, based on collection history, adjusted for expected recoveries and, if present, anticipated changes in trends.
Schedule H, Part III, Line 4 Bad debt expense - financial statement footnote	Patient accounts receivable are stated at net realizable amounts due from patients, third-party payors, and other insurers for which Carilion Rockbridge Community Hospital expects to be entitled in exchange for providing patient care. In accordance with Accounting Standards Update (ASU) No. 2014-09, Revenue from Contracts with Customers (Topic 606) (ASU 2014-09), the estimated uncollectible amounts are generally considered implicit price concessions that are a direct reduction to patient accounts receivable.
Schedule H, Part III, Line 8 Community benefit & methodology for determining medicare costs	Medicare allowable costs are determined from the Medicare cost report using the cost-to-charge ratio. The hospital believes our Medicare shortfall is a cost we incur as a benefit to the community. IRS REV. RUL. 69-545 provides that one of the factors demonstrating community benefit is caring for patients who pay their bills through public programs such as Medicare. In order to operate for the benefit of the broad community that we serve we must include our significant Medicare population, even if we are required to subsidize care to our Medicare patients due to being reimbursed at less than cost by Medicare's nonnegotiable rates.
Schedule H, Part III, Line 9b Collection practices for patients eligible for financial assistance	When accounts receivable efforts are exhausted, the account may be placed with a collection agency and extraordinary collection actions (ECAs) may be considered. Accounts will not be placed with a collection agency prior to 120 days from the date the first post-discharge billing statement is provided except when mailings are returned with no forwarding address and combining multiple accounts of varying age with those already transferred or for legal verification regarding other liabilities. Reasonable efforts will be made to identify appropriate forwarding addresses. When a financial assistance application (FAA) is received during the application period (within 240 days after the date the first post-discharge billing statement is provided), but after initiation of ECAs, all ECAs will be suspended. Best efforts will be made to process completed applications within 30 days of receipt of the application; financial assistance eligibility will be determined and communicated to the individual. Incomplete applications must be completed within 30 days of the initial notification of additional items required; otherwise, the application will be deemed incomplete and closed. If an individual is eligible for financial assistance, ECAs, other than the sale of debt, will be reversed and any payments related to eligible care refunded to the extent no longer owed. ECAs will be reinstated if the individual is not eligible for financial assistance or does not complete the FAA by the deadline. At least 30 days before initiating an ECA, Carilion will send the patient written notice of intended ECA(s), a plain language summary explaining financial assistance available and the process for determining eligibility, and the deadline for applying for assistance. Carilion will also attempt to call individuals at least 30 days before initiating an ECA to make them aware of the financial assistance available and how to obtain assistance with the application process. Carilion shall enter into a written contract with any collection agency to which it refers bad debt. The contract will obligate the collection agency to observe and comply with Carilion's obligations under this policy and the Financial Assistance Policy. A collection agency to which bad debt is referred for collection may not engage in any ECAs without the prior written consent of Carilion. After making reasonable efforts to determine if a patient qualifies for financial assistance and the patient either does not qualify for financial assistance or fails to submit an application as requested, within 240 days from the date the first post-discharge billing statement is provided, Carilion may engage in one or more of the following ECAs: 1. Place a lien on an individual's property; 2. Attach or seize an individual's bank account or any other personal property; 3. Commence a civil action against an individual; 4. Garnish an individual's wages; 5. Sell an individual's debt to another party; or 6. Report the account to credit agencies. Individual account balances greater than $5,000 are not sent to a collection agency. These are handled through the Debt Recovery Department (DRD) for verification of financial assistance status before further collection activity occurs. DRD will also investigate any accounts that require special handling. For example, in cases of a deceased patient, auto accident, or any other unique circumstances requiring special handling, the accounts are placed with the DRD. When all collection efforts have been exhausted, all hospital accounts will be returned and closed as uncollectible. No further collection activity is taken at that time. Accounts with satisfactory payment arrangements, legal activity or accounts with pending payment will be considered active and are not returned.
Schedule H, Part V, Section B, Line 16a FAP website	- Carilion Rockbridge Community Hospital: Line 16a URL: https://www.carilionclinic.org/billing/financial-assistance;
Schedule H, Part V, Section B, Line 16b FAP Application website	- Carilion Rockbridge Community Hospital: Line 16b URL: https://www.carilionclinic.org/billing/financial-assistance;
Schedule H, Part V, Section B, Line 16c FAP plain language summary website	- Carilion Rockbridge Community Hospital: Line 16c URL: https://www.carilionclinic.org/billing/financial-assistance;
Schedule H, Part VI, Line 2 Needs assessment	In addition to conducting regular Community Health Needs Assessments (CHNAs), Carilion Clinic closely monitors community health indicators and responds to needs as they arise. Each year, Carilion updates scorecards with refreshed health data from various secondary sources and County Health Rankings indicators provided by the Robert Wood Johnson Foundation. Carilion also responds to needs identified through clinical data and internal departments, including data collected through social determinants of health screenings. A health equity and social determinants of health steering committee exists to provide oversight and guidance related to health equity and screenings, and a resource navigation subcommittee tackles more nuanced topics around current community needs as seen in the patient population. Carilion's call center, Carilion Direct, allows community members to ask questions and connect with community resources. Community Health Workers (CHWs) help address needs, and data is reviewed periodically to identify trends in healthcare needs of patients served by CHWs. Healthcare needs are also identified through current collaborative relationships and community partnerships, including collaboration with the Virginia Department of Health and local safety net partners. Ongoing collaboration with stakeholders allows for regular communication and gives our partners opportunities to respond cohesively. Carilion has adapted its community health improvement process from Associates in Process Improvement's Model for Improvement and the Plan-Do-Study-Act cycle developed by Walter Shewhart. It consists of five steps: (1) conducting the CHNA, (2) strategic planning, (3) creating the implementation strategy, (4) program implementation and (5) evaluation. This cycle repeats every three years. Continuous quality improvement is a key principle of the process. The Strive Collective Impact Model for the Community Health Assessment Team helps Carilion foster community development in its CHNA and community health improvement processes. 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) can lead to large-scale changes. It focuses on relationship-building between organizations and the progress toward shared strategies. Working through the Collective Impact Model, Carilion works with Live Healthy Rockbridge coalition members to develop a community-wide strategic plan to address community needs. This strategic plan is reviewed and updated twice yearly to reflect completed and ongoing initiatives and emerging needs.
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 billing statement and patient financial responsibility letter includes information on the Financial Assistance policy including who to contact for additional information and location of in-person assisters. The Application, the Policy, and the plain language summary are available free of charge to the patient. They are available by mail and on the web site if the patient did not receive written information at the time of service. Financial Assistance policy and application are also distributed to community partners through electronic mailing groups. Carilion Clinic employs an Eligibility staff that counsel patients on federal and state programs. The staff completes applications for Medicaid and provides information on Social Security, Social Security Disability and Medicare. The staff provides support services ensuring the applications are processed correctly based on federal and state policy. In addition, Eligibility staff are trained as Certified Application Counselors and will assist patients in enrollment in the Marketplace. Eligibility staff will also complete Carilion's financial assistance application and counsel patients on the requirements for financial assistance.
Schedule H, Part VI, Line 4 Community information	The Rockbridge Area comprises distinct communities with significant disparities in size, population and social determinants of health. The 2019-2023 American Community Survey (ACS) found the total population of Lexington and Buena Vista to be 7,420 and 6,612, respectively, and the population of Rockbridge County to be 22,578. The Weldon Cooper Center for Public Service predicts positive future population change for Rockbridge County and Lexington but a slight population loss in Buena Vista by 2040. The median age in the Rockbridge Area localities ranges from 22.5 in Lexington to 49.7 in Rockbridge County. The ACS finds that for most of the Rockbridge Area, a more significant percentage of the population is White than in the Commonwealth of Virginia. In Rockbridge County, 89.57% of the population is White, 3.97% is Black, 3.34% identify as more than one race and 2.27% identify as Hispanic or Latino (US Census Bureau, ACS, 2019-2023). Lexington and Buena Vista are slightly more racially and ethnically diverse than Rockbridge County, with populations that are 81.68% and 86.04% White, 4.66% and 1.59% Black, and 3.21% and 0.65% Asian. 8.56% and 10.74% of these populations represent more than one race, and the remainder represent small minorities of American Indian/Alaskan Native, Native Hawaiian/Pacific Islander or some other race. Of the population, 4.88% of Lexington and 0.95% of Buena Vista identify as Hispanic or Latino (US Census Bureau, ACS, 2019-2023). The region is divided into urban and rural areas, which vary greatly in the economic means of the residents. The low-income population in the Rockbridge Area is designated as a Medically Underserved Area. The Rockbridge service area is federally-designated as a low-income Health Professional Shortage Area for primary, dental and mental health care. (https://data.hrsa.gov/tools/shortage-area). Carilion Rockbridge Community Hospital (CRBH) is the only hospital located in the service area. The 2019-2023 ACS states that the average income in Rockbridge County is $85,339, whereas in Lexington and Buena Vista, it is $95,201 and $83,521, respectively. Rockbridge County has the lowest population percentage below the Federal Poverty Level (FPL) at 8.02%. In Lexington and Buena Vista, the percentage of the population below the FPL is 15.93% and 21.98%, higher than Virginia's poverty rate (9.92%). The ACS also shows that 17.39% of the insured population in Rockbridge County are receiving Medicaid, and 5.26% of the total population have no insurance coverage. In Lexington, 11.52% of the insured population receive Medicaid and 2.07% of the total population have no insurance, and in Buena Vista, 29.44% of the insured population receive Medicaid and 5.09% of the total population have no insurance (US Census Bureau, ACS, 2019-2023). Of the patients receiving care at CRBH in FY24, 18.71% have Medicaid coverage, and 4.52% are self-pay (Strata internal data).
Schedule H, Part VI, Line 5 Promotion of community health	Carilion Rockbridge Community Hospital is a part of the non-profit Carilion Clinic integrated health care system located in the Blue Ridge Mountains. Carilion provides quality care for nearly one million individuals through a comprehensive network of hospitals, primary and specialty physician practices, wellness centers, and other complementary services. Carilion's roots go back 125 years, when a group of dedicated citizens came together and built a hospital to meet the community's healthcare needs. Today, Carilion is a vital anchor institution focused on health care and dedicated to our mission of improving the health of the communities we serve. With an enduring commitment to our region's health, care is advanced through clinical services, medical education, research and community health investments. Carilion believes in service, collaboration and caring for all. Carilion invests in discovering and responding to local and regional health needs, understanding that we must involve additional stakeholders to address community health issues and create change effectively. Carilion recognizes the impact the environment has on the health of our communities. Efforts continue to make our hospitals and other facilities more energy-efficient, increase recycling and use of recyclable or bio-degradable materials, reduce waste materials and serve local, sustainable foods to patients and in our cafeterias. Carilion has an office of sustainability that leads these efforts and empowers employees to be involved in environmental health-related projects. Carilion Rockbridge Community Hospital (CRBH) is a nonprofit, critical access hospital dedicated to quality care and patient comfort. Commitment and support throughout the last century allowed the hospital to grow, expand and move across town to its present site in 1954. A new structure and enhanced patient care tower were completed on the same site in 2002. Rockbridge Community Health Foundation supports CRBH by investing in the community through providing funds for the hospital's grants to local organizations working to address needs identified in the most recent Rockbridge Area Community Health Assessment. The Foundation additionally invests in hospital improvements such as equipment and supplies. CRBH provides a full range of top-quality inpatient and outpatient care for Rockbridge Area residents. CRBH's health care professionals provide patients with reliable, safe care to get them on the road to recovery close to home. For inpatient care, CRBH physicians diagnose and treat illnesses, anticipate problems and rapidly respond to changes in patient conditions. Emergency services are onsite 24/7, and a medical transport helicopter is located onsite if an advanced level of care is needed. Other onsite services include imaging, inpatient and outpatient surgical, sleep studies, swing bed/recovery care, therapy (PT, OT, ST, RT), and laboratory. CRBH serves patients regardless of their ability to pay. The hospital's governing board members reside in the region and are elected for 3-year terms, with board officers elected annually. 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 (https://www.carilionclinic.org/locations/carilion-rockbridge-community-hospital).
Schedule H, Part VI, Line 6 Affiliated health care system	Carilion Rockbridge Community Hospital is owned by Carilion Clinic, a not-for-profit healthcare organization based in Roanoke, Virginia. Carilion Clinic includes a comprehensive network of hospitals, primary and specialty physician practices, and complementary services comprising six hospital entities, 86 specialties, and 295 practice sites across Southwest Virginia. All of these are centered on a common mission and shared values. In the mid-2000s, Carilion decided to transform from a collection of hospitals to a physician-led, integrated healthcare 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 and hosting Radford University Carilion's healthcare professional educational offerings on-site of a Carilion hospital. Each decision and adaptation has fundamentally changed how 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 Assessment process helps identify the strengths and barriers impacting health. Our community-based programs reflect the Robert Wood Johnson Foundation's framework of four main influences of health: health behaviors, social and economic factors, clinical care access and quality, and physical environment. Our many partnerships with cross-sector organizations create a collaborative culture of health and wellness.

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (true)	GrantRecordsMaintainedInd

Recipient Table RecipientTable (17 entries)

Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Purpose Of GrantPurposeOfGrantTxt
Boxerwood Education Association
541937944	501(c)(3)	$22,565	Project NEST education
Commty Fdn RockbridgeBathAlleghany
273422429	501(c)(3)	$10,000	Program support
Concerned Citizens of Glasgow
541548440	501(c)(3)	$15,000	Thompson Community Center
ConnectionsPlus HealthcareHospice
541288305	501(c)(3)	$16,375	Grief support
County of Rockbridge
546001578	Rockbridge County	$10,000	Inmate training program
Friends of Natural Bridge State Park
824215328	501(c)(3)	$19,500	Visually impaired assistance
Project Horizon
521390194	501(c)(3)	$20,000	Violence Prevention Educ
Rockbridge Area Relief Association
237303807	501(c)(3)	$25,000	Emergency housing
Rockbridge Area Transportation System
043586915	501(c)(3)	$54,500	Free meals, Transportation
Rockbridge Area Community Services
541234799	501(c)(3)	$80,000	Sch Intervention Specialist
Rockbridge Christmas Basket Inc
541194522	501(c)(3)	$7,750	Healthy food baskets
Blue Ridge CASA for Children
541721227	501(c)(3)	$13,000	Abused neglected children advocacy
Washington & Lee University
540505977	501(c)(3)	$10,000	Food for mobile pantry distribution
Valley Program for Aging Services
540958526	501(c)(3)	$7,500	Hot meals program age 60 and above
Rockbridge Area Free Clinic Inc
541642220	501(c)(3)	$20,000	Vehicle to support off-site clinics
Rockbridge Area Recreation Organization
546001392	Rockbridge County	$6,000	Outdoor recreation publication
Yellow Brick Road Early Learning Center Inc
541101888	501(c)(3)	$30,000	Facility updates to expand services

Field	Value	IRS element (for citing)
Total501c3 Org	17	Total501c3OrgCnt
Total Other Org	0	TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds	FormAndLineReferenceDesc
Explanation	The hospital donates funds to other charitable organizations in support of health and community improvement. Such organizations also have community boards which oversee the expenditure of such funds. Carilion Clinic is committed to improving the health of the communities that we serve by addressing key health priorities identified through our triennial Community Health Assessments. Carilion fulfills this commitment in many ways, one of which is through targeted grants for community health improvement programs, and those that impact the social determinants of health. For Carilion Clinic's Community Grant Program, each grantee must sign a letter of agreement with Carilion Clinic that delineates the terms and specific objectives of the project. By accepting a Carilion award, grantees are asked to acknowledge the support of Carilion Clinic in all materials and/or related special events or fundraisers throughout the award cycle where other donors are publicly recognized. One mid-cycle progress report and a final program evaluation are required for each funded project. Site visits may be made to grantees. Program evaluation includes alignment with Community Health Assessment priorities, program impact, organizational effectiveness and community benefit through collection of data including clients served, cost effectiveness of the program (cost per client or service), tangible community or client outcomes, collaboration with other organizations, and specific efforts to cultivate diverse funding sources for program sustainability. Each grantee must agree to submit requested data and reports on a timely basis and to complete the evaluation process as requested.	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Severance Payment	false	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	Yes (true)	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	false	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	false	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	false	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	false	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	false	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	Yes (true)	AnyNonFixedPaymentsInd
Initial Contract Exception	false	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (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
Alicia Devine MD
Director	$0	$266,004	$0	$11,544	$0	$4,057	$0	$23,989	$0	$1,927	$0	$307,521	$0	$0
George Godette MD
Director	$0	$518,178	$0	$48,610	$0	$8,646	$0	$36,964	$0	$24,086	$0	$636,484	$0	$0
Ayesha Kelly MD
Director	$0	$311,539	$0	$25,841	$0	$2,611	$0	-$4,348	$0	$24,183	$0	$359,826	$0	$0
Greg Madsen
Director/Hospital VP	$206,982	$0	$20,666	$0	$1,541	$0	$21,870	$0	$22,591	$0	$273,650	$0	$0	$0
Lisa Sprinkel
Director	$0	$185,852	$0	$37,159	$0	$8,729	$0	$41,639	$0	$16,997	$0	$290,376	$0	$0
David Hagadorn
Former Officer	$0	$120,679	$0	$0	$0	$38,425	$0	$13,363	$0	$11,709	$0	$184,176	$0	$0
Steven Arner
Asst. Secretary/COO, Carilion Clinic	$0	$1,044,670	$0	$164,317	$0	$201,205	$0	$184,622	$0	$24,996	$0	$1,619,810	$0	$195,888
Nicholas Conte
Asst. Secretary	$0	$731,687	$0	$111,366	$0	$180,664	$0	$156,813	$0	$18,080	$0	$1,198,610	$0	$172,601
Donald Halliwill
Asst. Treasurer	$0	$767,976	$0	$117,511	$0	$233,761	$0	$142,915	$0	$24,996	$0	$1,287,159	$0	$227,735
G Robert Vaughan Jr
Asst. Treasurer	$0	$353,161	$0	$41,359	$0	$63,488	$0	$46,006	$0	$24,996	$0	$529,010	$0	$57,282
Aaron Glenn
Nursing Senior Director	$133,287	$0	$0	$0	$6,636	$0	$6,664	$0	$21,698	$0	$168,285	$0	$0	$0
Tracy Higgins
Nursing Unit Director	$151,829	$0	$0	$0	$5,291	$0	$13,226	$0	$722	$0	$171,068	$0	$0	$0
Jessica Saville
Pharmacy Manager	$170,481	$0	$0	$0	$7,444	$0	$4,115	$0	$7,980	$0	$190,020	$0	$0	$0
Phyllis Snyder
RN Lead	$158,554	$0	$0	$0	$4,851	$0	$34,163	$0	$18,071	$0	$215,639	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation	The organization has a single member, Carilion Clinic, a charitable tax-exempt organization which serves as the parent company of the Carilion Clinic integrated health care delivery system. The Carilion Clinic Board of Directors Compensation Committee reviews the compensation philosophy for all executive leaders in the health system, including the Hospital Vice President, the organization's top management official. An independent, outside compensation consultant specializing in healthcare organizations conducted a detailed analysis of total compensation and each element thereof, including base salary, bonus, 'at-risk other cash compensation, and benefits, including deferred and retirement benefits. Compensation was compared to both a national and regional peer group of organizations similar in size and structure to the organization, which list was reviewed by the Compensation Committee. The study's data and findings were shared with the health system's EVP/COO.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan	Mr. Arner, Mr. Conte, Mr. Halliwill, and Mr. Vaughan participate in a Defined Contribution Supplemental Executive Retirement Plan (DC SERP). Contributions to the plan are at the discretion of Carilion Clinic's Compensation Committee. Amounts vest and become non-forfeitable and payable upon the first of the following (1) attainment of scheduled vesting date (2) attainment of age and years of service requirements (3) disability or death while an eligible employee or (4) entitlement to severance benefits from an involuntary termination without reasonable cause or resignation with good reason. Unvested contributions made to the DC SERP in the reporting period are included in Part II, Column C of this schedule with "retirement and other deferred compensation," while vested contributions paid out during the year are included in Part II, Column B(iii). The following distributions were made to these individuals under this plan in the reporting year. Deferred in prior year and paid out in current year: $227,735 - Donald Halliwill $195,888 - Steven Arner $57,282 - G. Robert Vaughan, Jr. $172,601 - Nicholas Conte
Schedule J, Part I, Line 7 Non-fixed payments	The organization pays annual 'at risk' compensation to certain members of management and physicians based on performance of applicable scorecard metrics. While the scorecard contains a formula as a basis for determining overall performance, in certain cases, senior managers have discretion to include additional elements in their assessment of managers or physicians reporting to them. In addition, for top management, the actual non fixed payment awarded is determined in the discretion of the Carilion Clinic Board of Directors and its compensation committee.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (16 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Form 990, Part III, Line 4a PROGRAM ACCOMPLISHMENTS	Carilion Rockridge Community 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 Lexington, Virginia, this 25-bed critical access hospital provides 24-hour emergency care and a full range of inpatient and outpatient services, including imaging, orthopedic, surgical and therapies. Carilion Rockbridge Community Hospital exists to serve the health care needs of its community, regardless of a patient's ability to pay. The acute hospital admitted 1,490 patients and provided 5,463 days of care during the year. Hospital programs include the provision of nursing care, swing bed services, extensive outpatient and inpatient surgical and endoscopic services, respiratory therapy, and diagnostic imaging services including CT, MRI, mammography, ultrasound, DEXA scan and nuclear medicine, women's services and sleep medicine. The hospital also offers integrated and comprehensive primary care services through multiple Rural Health Clinics, serving over 46,559 patient visits. The hospital provides several services targeting the specific health needs of its population, including diabetes management, physical, speech, and occupational therapy programs, participation in cardiac rehabilitation, pulmonary rehabilitation and disease management programs. Further, the hospital served 14,169 patient visits in its emergency department, which provides 24-hour care, emergency transportation, and a chest pain program. Emergency services are a critical component of the health safety net in the hospital's service area, acting as a vital health provider for a significant number of uninsured patients, who comprise nearly 6 percent of ED visits. The hospital supports community screenings and education on chronic disease prevention and management. In furtherance of its mission, the hospital provides extensive uncompensated care and community support. Stated at cost, financial assistance and other community benefits for the year exceeded $1.8 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 Rockbridge Community 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	Steven Arner, Nicholas Conte, Donald Halliwill, J. Harrison Lapuasa, G. Robert Vaughan, Jr., Julie Smith-Hamilton, Alicia Devine, Ayesha Kelly, George Godette, David Hagadorn, and Lisa Sprinkel - 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.: Steve Arner, Nicholas C. Conte, David Hagadorn, Donald B. Halliwill, J. Harrison Lapuasa, Julie Smith-Hamilton, Lisa T. Sprinkel, and G. Robert Vaughan, Jr.
Form 990, Part VI, Line 6 Classes of members or stockholders	The organization has a single member. The sole member is Carilion Clinic, a charitable tax-exempt organization which serves as the parent company of the Carilion Clinic integrated health care delivery system. The sole member elects the directors of the organization and has certain other reserved powers.
Form 990, Part VI, Line 7a Members or stockholders electing members of governing body	The sole member of the organization, Carilion Clinic, elects the members of the governing body of the organization periodically as terms expire. The sole member also has the right to remove directors and fill any vacancies on the Board that may occur for any reason.
Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders	The sole member of the organization, Carilion Clinic, holds reserved powers with respect to certain enumerated actions, including appointment of CEO; approval of borrowings, budgets, and strategic plans; and amendments of Articles of Incorporation and Bylaws, among others. Approval by the Board of Directors of Carilion Clinic is required for such actions. In addition to the reserved powers, under the laws of the Commonwealth of Virginia, certain extraordinary actions require member approval, such as mergers, consolidations, liquidations, and the sale of substantially all of the assets of the organization. See also Schedule O disclosure for Form 990, Part VI, Section A, Line 7a.
Form 990, Part VI, Line 11b Review of form 990 by governing body	The Form 990 was prepared by Carilion's internal Tax Department with input from various Carilion departments as applicable, and reviewed by internal management. Several days prior to filing, all Board Members were notified via email that the final Form 990 was available for their access on the organization's Board portal and were provided contact information to reach out to for any questions.
Form 990, Part VI, Line 12c Conflict of interest policy	Our organization monitors and reviews proposed and current transactions for conflicts of interest in a variety of ways. At the governing board level, we have board members complete an initial (upon appointment) and annual conflict of interest questionnaire to disclose actual or potential conflicts. Board members are required to update their disclosure as needed in between questionnaires. All disclosures are reviewed by the Compliance Office and as needed escalated to the appropriate leaders/board members for further discussion/review. If a disclosure is viewed as an actual or potential conflict, an action is recommended to the Compliance Committee of the Carilion Clinic Board and implemented as approved. Actions can include recusal in discussion/voting at board meetings, limitation/termination of the transaction, removal from board appointment or other appropriate controls. In addition, at any time, board members are encouraged to disclose any potential conflicts as they arise at a board meeting and to recuse themselves as deemed appropriate. The same process takes place as described above for key employees (upon hire and annually thereafter), including all officers, members of the management team, physicians/mid-level practitioners, pharmacists and key supply chain buyers. After review and further discussion as needed, action may be required to manage an actual conflict or to reduce the appearance of such as approved by the Compliance Office and other key management team members. As needed, the governing board leaders are notified of any conflicts which may impact board proceedings.
Form 990, Part VI, Line 15a Process to establish compensation of top management official	The organization has a single member, Carilion Clinic, a charitable tax-exempt organization which serves as the parent company of the Carilion Clinic integrated health care delivery system. The Carilion Clinic Board of Directors Compensation Committee reviews the compensation of the Carilion Clinic Board of Governors annually, which includes the Carilion Clinic President and Chief Executive Officer, Executive Vice Presidents (Chief Financial Officer, Chief Physician Executive, Chief Operating Officer, Chief Administrative Officer and Chief Legal Officer), and select Senior Vice Presidents who are the physician Chairs of the Clinical Departments. Certain of these same individuals also hold roles as officers of the filing organization. The Compensation Committee is made up of independent Board Members of Carilion Clinic who do not have a conflict of interest with any of the executives being reviewed. The Compensation Committee also annually reviews the compensation philosophy for all executive leaders in the health system, which includes Vice Presidents, Senior Vice Presidents, Executive Vice Presidents, and the CEO, among them the filing organization's top management official and certain other officers. This review included review of a comprehensive report from an independent, outside compensation consultant specializing in healthcare organizations for certain select positions and the prior year's report on all the reviewed positions . The reports reviewed by the Committee included a detailed comparison of total compensation and each element thereof, including base salary, bonus, 'at-risk other cash compensation, and benefits, including deferred and retirement benefits. Compensation was compared to both a national and regional peer group of organizations similar in size and structure to the organization, which list was reviewed by the Compensation Committee. The Compensation Committee maintained minutes of its meetings, setting forth the deliberations and decisions of the Committee regarding the compensation of these executives. For the filing organization's top management official and certain officers who are not directly reviewed by the Compensation Committee, the independent external compensation consultant conducts the same analysis and shares the data/findings with the system EVP/COO. Certain assistant 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 or consultant review but are compared to market benchmarks by the Human Resources department.
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 consolidated 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 consolidated financial information is available on our website.
Form 990, Part VIII, Line 11d Other Miscellaneous Revenue	- Total Revenue: , Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; - Total Revenue: , Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; - Total Revenue: , Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ;
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 Rockbridge Community 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 costs - 139232; Transfer from Affiliates - -5182838;

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (9 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 FRANKLIN MEMORIAL HOSPITAL
PO BOX 12385	ROANOKE	VA	24025	540480606	HEALTHCARE	VA	501(c)(3)	3	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 TAZEWELL COMMUNITY HOSPITAL
PO BOX 12385	ROANOKE	VA	24025	546074580	HEALTHCARE	VA	501(c)(3)	3	CARILION CLINIC	Yes (true)
ROCKBRIDGE COMMUNITY HEALTH FOUNDATION
1 HEALTH CIRCLE	LEXINGTON	VA	24450	203592795	SUPPORTING ORGANIZATION	VA	501(c)(3)	Type II	NA	Yes (true)

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (15 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Predominant Income TypePredominantIncomeTypeTxt	Address Line1ForeignAddress/AddressLine1Txt	CityForeignAddress/CityNm	CountryForeignAddress/CountryCd	Legal Domicile Foreign CountryLegalDomicileForeignCountryCd
Franklin County Ventures LLC
PO Box 12385	Roanoke	VA	24025	474365316	Real estate	VA	NA	N/A
Carilion Clinic Medicare Shared Savings Company LLC
PO Box 12385	Roanoke	VA	24025	455235473	Medicare ACO	VA	NA	N/A
Roanoke Ambulatory Surgery Center LLC
1102 Jefferson Street SE	Roanoke	VA	24016	010691564	Surgery	VA	NA	N/A
Southwest Virginia Health Properties LLC
1102 Jefferson Street SE	Roanoke	VA	24016	010691570	Real estate	VA	NA	N/A
Raven Asset-Based Opportunity Fund IV LP
75 Spring Street 6th Floor	New York	NY	10012	824119491	Private equity	DE	NA	N/A
Starwood VEP II Co-Invest LLC
591 W Putman Ave	Greenwich	CT	06830	833262407	Investments	DE	NA	N/A
TI Platform CC SMA LP
4304 18th Street 14427	San Francisco	CA	941149991	842852539	Investments	DE	NA	N/A
TI FBV GR LP
4304 18th Street 14427	San Francisco	CA	941149991	862597246	Investments	DE	NA	N/A
TI Platform DCI SPV LP
4304 18th Street 14427	San Francisco	CA	941149991	871897835	Investments	DE	NA	N/A
Transpose Platform Zippedi SPV LP
4304 18th Street 14427	San Francisco	CA	941149991	873425361	Investments	DE	NA	N/A
Transpose Platform Gorgias SPV LP
4304 18th Street 14427	San Francisco	CA	941149991	874563291	Investments	DE	NA	N/A
Transpose Platform Fintech Fund II LP
4304 18th Street 14427	San Francisco	CA	941149991	873126138	Investments	DE	NA	N/A
Opera Investment Two SCSP
					Investments		NA	N/A	412F Route dEsch	Luxembourg	LU	LU
VTC Innovation Fund III LP
c/o Middleand Capital 709 S Jeffers	Roanoke	VA	24016	921362795	Investments	DE	NA	N/A
Pacific North of South Em All CAP Equity Fund
c/o Global Trust Company 12 Gill St	Woburn	MA	01801	842642916	Investments	DE	NA	N/A

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (7 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
CHS INC
PO BOX 12385	ROANOKE	VA	24025	541725732	SERVICES	VA	NA	C Corporation	Yes (true)
CARILION BEHAVIORAL HEALTH INC
PO BOX 12385	ROANOKE	VA	24025	203136891	HEALTHCARE	VA	NA	C Corporation	Yes (true)
CARILION EMERGENCY SERVICES INC
PO BOX 12385	ROANOKE	VA	24025	542033006	HEALTHCARE	VA	NA	C Corporation	Yes (true)
SCA CREDIT SERVICES INC
PO BOX 12385	ROANOKE	VA	24025	541180398	COLLECTION AGENCY	VA	NA	C Corporation	Yes (true)
CARILION HEALTHCARE CORPORATION
PO BOX 12385	ROANOKE	VA	24025	541586601	HEALTHCARE	VA	NA	C Corporation	Yes (true)
MEDKEY INC
PO BOX 12385	ROANOKE	VA	24025	541645357	FINANCING SERVICES	VA	NA	C Corporation	Yes (true)
Carilion DTC Services Inc
PO Box 12385	Roanoke	VA	24025	872635239	Healthcare	VA	NA	C Corporation	Yes (true)

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	false	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	false	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	false	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	false	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	false	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 (8 entries)

Transaction TypeTransactionTypeTxt	InvolvedInvolvedAmt	Method Of Amount DeterminationMethodOfAmountDeterminationTxt
Carilion Services Inc
A	$54,636	Cost
Carilion Healthcare Corporation
A	$16,759	Cost
Carilion Medical Center
M	$959,967	Cost
Carilion Services Inc
M	$12,872,871	Cost
CHS Inc
M	$51,857	Cost
Carilion Healthcare Corporation
M	$3,261,602	Cost
Rockbridge Community Health Foundation
C	$525,239	Cost
Carilion Services Inc
R	$5,182,837	Cash