CARILION MEDICAL CENTER: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- CARILION MEDICAL CENTER (EIN 54-0506332)
- Tax period
- 2017-10-01 to 2018-09-30
- Filed
- 2019-08-15
- IRS object ID
- 201942279349303564
- Schema version
- 2017v2.3
- 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 K
- Schedule K
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-08-15T18:42:54-05:00 | ReturnTs |
| Tax Period End | 2018-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 440160260 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 WALNUT ST SUITE 1700 | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 641062246 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 540506332 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARILION MEDICAL CENTER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CARI | BusinessNameControlTxt |
| Phone | 5402245112 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 12385 | AddressLine1Txt |
| City | ROANOKE | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 240252385 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | G Robert Vaughan Jr | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 5402245137 | PhoneNum |
| Signature | 2019-08-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Mike Engle | PreparerPersonNm |
| PTIN | P00482834 | PTIN |
| Phone | 8162216300 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 12.168.121.4 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-08-15 | IPDt |
| IP Tm | 18:42:49 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 5C19F522D5420FF5E836576D684E4322057EF973 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Steve C Arner | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 12385 | AddressLine1Txt |
| City | ROANOKE | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 240252385 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,102,726,797 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.carilionclinic.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1899 | FormationYr |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Activity Or Mission | Our mission is to improve the health of the communities we serve. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 9242 | TotalEmployeeCnt |
| Total Volunteers | 353 | TotalVolunteersCnt |
| Total Gross UBI | $93,082 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,903,889 | PYContributionsGrantsAmt |
| CY Contributions Grants | $7,200,906 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,289,394,956 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,330,246,862 | CYProgramServiceRevenueAmt |
| PY Investment Income | $45,622,224 | PYInvestmentIncomeAmt |
| CY Investment Income | $20,781,729 | CYInvestmentIncomeAmt |
| PY Other Revenue | $24,468,825 | PYOtherRevenueAmt |
| CY Other Revenue | $23,426,381 | CYOtherRevenueAmt |
| PY Total Revenue | $1,364,389,894 | PYTotalRevenueAmt |
| CY Total Revenue | $1,381,655,878 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,903,445 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,436,845 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $602,537,979 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $639,507,414 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $247,994 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $665,517,973 | PYOtherExpensesAmt |
| CY Other Expenses | $679,039,716 | CYOtherExpensesAmt |
| PY Total Expenses | $1,269,959,397 | PYTotalExpensesAmt |
| CY Total Expenses | $1,319,983,975 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $94,430,497 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $61,671,903 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,382,902,654 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,471,060,258 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $857,339,778 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $811,422,454 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $525,562,876 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $659,637,804 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| 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 | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,160,314,659 | ExpenseAmt |
| Grant | $1,436,845 | GrantAmt |
| Revenue | $1,348,294,131 | RevenueAmt |
| Desc | See Schedule O.We are committed to a common purpose of better patient care, better community health, and lower cost. Through our comprehensive network of hospitals, primary and specialty physician practices, and other complementary services, we work together to provide quality care close to home for nearly 1 million Virginians. With an enduring commitment to the health of our region, we also seek to advance care through medical education and research, help our community stay healthy, and inspire our region to grow stronger.Carilion Medical Center (CMC) exists to serve the health care needs of its community and region, regardless of patient ability to pay. CMC admitted 40,122 patients and provided 199,672 days of care during the year. Hospital programs include provision of nursing care; an extensive cardiac and vascular program, including cardiac surgery, implants, angioplasty and heart failure programs; neurology, neurosurgery and stroke programs; labor and delivery services (delivering 3,157 babies); the areas only neonatal intensive care unit; inpatient and outpatient psychiatric services; a comprehensive rehabilitation unit; extensive outpatient and inpatient surgical and endoscopic services; endovascular services; oncology services; geriatric services; and diagnostic imaging services including CT, MRI, PET, and mammography. Housing a children's specialty wing, CMC provides specialists in pediatric neurosurgery, cardiology, oncology, gastroenterology, pulmonology, and child development, among others. CMC is a Level I trauma center, providing full trauma services to the region. CMC provides a number of services targeting the specific health needs of the area, including diabetes management; home health and hospice; physical, speech, and occupational therapy programs; and cardiac and respiratory rehab. CMC also provides an emergency department with 24-hour care, emergency transportation, a pediatric department, and chest pain and stroke protocol programs. With 85,502 visits, CMC's emergency services are a critical component of the health safety net in its service area, acting as a key health provider for a significant number of uninsured patients, who comprise 21% percent of ED visits. The urgent care centers also provide access points for cost effective care at an appropriate level. CMC employs a number of specialty physicians to ensure an effective, integrated approach to serving its patients; including pulmonologists, oncologists, obstetricians, orthopedic surgeons, cardiologists, neurosurgeons, general surgeons, and psychiatrists. As a teaching hospital with over 350 full-time faculty members, CMC hosts residency and fellowship programs in emergency medicine, family and community medicine, medicine, obstetrics and gynecology, orthopaedics, pediatrics, psychiatry, and surgery. The residencies specifically are emergency medicine, family practice, dermatology, internal medicine, neurology, obstetrics and gynecology, podiatry, pediatrics, psychiatry, dental, general surgery, neurosurgery and plastic surgery. In addition, the Jefferson College of Health Sciences, a division of CMC, offers nursing, physician assistant, occupational therapy, and other high-need programs. CMC also supports community screenings and education on chronic disease prevention and management, sponsoring 12,312 events touching over 52,594 people. CMC supports a cancer registry program, and participates in a number of other research projects. In furtherance of its mission, CMC provides extensive uncompensated care. Stated at cost, charity and unreimbursed Medicaid costs for the year exceeded $77 million. | Desc |
| Total Program Service Expenses | $1,160,314,659 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | Yes (1) | OperateHospitalInd |
| Audited Financial Stmt Att | Yes (1) | AuditedFinancialStmtAttInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 9242 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 7 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (1) | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Corporation Attn H Kirk | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5402245102 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 213 S Jefferson St | AddressLine1Txt |
| City | Roanoke | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 24011 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (33 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Jason E Bingham | ||||||||||
| Director | 2.00 | 0.50 | Yes (X) | $0 | $0 | $0 | ||||
| Nathaniel L Bishop DMin | ||||||||||
| Director | 48.80 | 1.20 | Yes (X) | $316,979 | $0 | $96,824 | ||||
| John H Burton MD | ||||||||||
| Director | 50.00 | Yes (X) | $595,294 | $0 | $77,254 | |||||
| George B Cartledge III | ||||||||||
| Director | 2.00 | Yes (X) | $0 | $1,075 | $0 | |||||
| Elizabeth S Doughty | ||||||||||
| Director | 2.00 | Yes (X) | $0 | $1,075 | $0 | |||||
| James G Drougas MD | ||||||||||
| Director | 12.00 | Yes (X) | $0 | $0 | $0 | |||||
| Katherin A Elam | ||||||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |||||
| Janet D Frantz | ||||||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |||||
| Jonathan L Gleason | ||||||||||
| Director | 50.00 | Yes (X) | $418,061 | $0 | $34,601 | |||||
| Cynda A Johnson MD | ||||||||||
| Director | 2.00 | 48.00 | Yes (X) | $0 | $603,711 | $52,375 | ||||
| Clifford A Nottingham MD | ||||||||||
| Director | 2.00 | 48.00 | Yes (X) | $0 | $373,714 | $112,356 | ||||
| Michael S Nussbaum MD | ||||||||||
| Director | 50.00 | Yes (X) | $410,040 | $0 | $31,457 | |||||
| Hirenkumar Patel MD | ||||||||||
| Director | 2.00 | Yes (X) | $0 | $1,075 | $0 | |||||
| Damon Williams | ||||||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |||||
| Steven C Arner | ||||||||||
| Director/President/CEO | 43.60 | 6.40 | Yes (X) | $0 | $497,909 | $119,052 | Yes (X) | |||
| R Steve Blanks | ||||||||||
| Director/Chair | 4.00 | 2.40 | Yes (X) | $0 | $14,750 | $0 | Yes (X) | |||
| Nicholas C Conte | ||||||||||
| Secretary | 3.00 | 47.00 | $4,359 | $454,577 | $158,490 | Yes (X) | ||||
| David S Hagadorn | ||||||||||
| Assistant Treasurer | 0.50 | 49.50 | $0 | $131,632 | $26,984 | Yes (X) | ||||
| Donald B Halliwill | ||||||||||
| Assistant Treasurer | 0.50 | 49.50 | $0 | $537,739 | $127,331 | Yes (X) | ||||
| Lauren J Schantz | ||||||||||
| Assistant Secretary | 8.00 | 42.00 | $0 | $72,129 | $15,236 | Yes (X) | ||||
| G Robert Vaughan Jr | ||||||||||
| Treasurer | 0.50 | 49.50 | $0 | $280,967 | $79,903 | Yes (X) | ||||
| Patrice M Weiss MD | ||||||||||
| Chief Medical Officer | 46.00 | 4.00 | $1,469 | $634,135 | $135,987 | Yes (X) | ||||
| Nancy Howell Agee | ||||||||||
| CEO, Carilion Clinic | 2.00 | 48.00 | $0 | $11,987,536 | $205,141 | Yes (X) | ||||
| Joseph T Moskal MD | ||||||||||
| SVP/Dept. Chair | 50.00 | $1,164,438 | $0 | $104,085 | Yes (X) | |||||
| Paul R Skolnik MD | ||||||||||
| SVP/Dept. Chair | 50.00 | $449,760 | $0 | $78,774 | Yes (X) | |||||
| Jonathan J Carmouche MD | ||||||||||
| Physician | 50.00 | $1,619,989 | $0 | $41,244 | Yes (X) | |||||
| Gregory A Howes MD | ||||||||||
| Physician | 50.00 | $1,198,398 | $0 | $38,421 | Yes (X) | |||||
| Eric A Marvin MD | ||||||||||
| Physician | 50.00 | $1,177,086 | $0 | $51,221 | Yes (X) | |||||
| Shawn D Safford MD | ||||||||||
| Physician | 50.00 | $959,191 | $0 | $41,436 | Yes (X) | |||||
| Jesse B Seamon MD | ||||||||||
| Physician | 50.00 | $1,074,030 | $0 | $24,059 | Yes (X) | |||||
| Tracy W Criss MD | ||||||||||
| Physician; Former Officer | 50.00 | $247,512 | $0 | $82,655 | Yes (X) | |||||
| Bruce A Long MD | ||||||||||
| Physician; Former Dept. Chair | 50.00 | $652,190 | $0 | $64,794 | Yes (X) | |||||
| Jon M Sweet MD | ||||||||||
| Physician; Former Dept. Chair | 50.00 | $290,107 | $0 | $54,308 | Yes (X) | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $10,578,903 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $15,592,024 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,853,988 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 863 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Solstas Lab Partners Group LLC | |||||
| 4380 Federal Dr Ste 100 | Greensboro | NC | 27410 | Laboratory Services | $31,855,452 |
| Siemens Medical | |||||
| 40 Liberty Boulevard | Malvern | PA | 19355 | Equipment Maintenance | $4,162,858 |
| Food Service Partners of Virginia | |||||
| 2823 Franklin Road Bldg B | Roanoke | VA | 24014 | Food Services | $1,864,295 |
| Direct Radiology | |||||
| 1839 N Government Way Suite B | Coeur dAlene | ID | 83814 | Physician Fees | $1,826,121 |
| Turner Long Construction Inc | |||||
| 1807 Murry Road Suite G | Roanoke | VA | 24018 | Construction Services | $1,762,241 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 133 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $446 | FederatedCampaignsAmt |
| Related Organizations | $763,934 | RelatedOrganizationsAmt |
| Government Grants | $3,993,890 | GovernmentGrantsAmt |
| All Other Contributions | $2,442,636 | AllOtherContributionsAmt |
| Total Contributions | $7,200,906 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Net Patient Revenue | 622110 | $1,288,037,314 | $1,288,037,314 |
| College Tuition/Other | 611310 | $28,334,931 | $28,334,931 |
| Other Patient Revenue | 900099 | $11,004,723 | $11,004,723 |
| Program Related Investments | 531120 | $1,340,708 | $1,340,708 |
| Clinical Research | 541715 | $930,283 | $930,283 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $598,903 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $598,903 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,330,246,862 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,071,318 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $93,082 | UnrelatedBusinessRevenueAmt |
| Exclusion | $9,978,236 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,692 | TotalRevenueColumnAmt |
| Exclusion | $6,692 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,689,640 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,689,640 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,689,640 | TotalRevenueColumnAmt |
| Exclusion | $1,689,640 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $731,656,811 | SecuritiesAmt |
| Other | $117,827 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $721,066,022 | SecuritiesAmt |
| Other | $4,897 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $10,590,789 | SecuritiesAmt |
| Other | $112,930 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,703,719 | TotalRevenueColumnAmt |
| Exclusion | $10,703,719 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| Physician & Other Affil. Income | 621111 | $9,320,578 | $9,320,578 | |
| Cafeteria Revenue | 722514 | $3,689,472 | $3,689,472 | |
| Roanoke City Student Health | 621440 | $1,818,992 | $1,818,992 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,907,699 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,907,699 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $21,736,741 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,381,655,878 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,348,294,131 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $93,082 | UnrelatedBusinessRevenueAmt |
| Exclusion | $26,067,759 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,166,319 | TotalAmt |
| Program Services | $1,166,319 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $270,526 | TotalAmt |
| Program Services | $270,526 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,032,486 | TotalAmt |
| Program Services | $4,032,486 | ProgramServicesAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,102,221 | TotalAmt |
| Program Services | $2,102,221 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $510,794,547 | TotalAmt |
| Program Services | $510,346,880 | ProgramServicesAmt |
| Management And General | $350,278 | ManagementAndGeneralAmt |
| Fundraising | $97,389 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,045,169 | TotalAmt |
| Program Services | $45,005,675 | ProgramServicesAmt |
| Management And General | $30,890 | ManagementAndGeneralAmt |
| Fundraising | $8,604 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,382,051 | TotalAmt |
| Program Services | $44,265,253 | ProgramServicesAmt |
| Management And General | $91,389 | ManagementAndGeneralAmt |
| Fundraising | $25,409 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,150,940 | TotalAmt |
| Program Services | $33,122,144 | ProgramServicesAmt |
| Management And General | $22,464 | ManagementAndGeneralAmt |
| Fundraising | $6,332 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $150,461,075 | TotalAmt |
| Management And General | $150,461,075 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $109,250 | TotalAmt |
| Management And General | $109,250 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,000 | TotalAmt |
| Management And General | $27,000 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $90,786 | TotalAmt |
| Program Services | $90,786 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,323,554 | TotalAmt |
| Management And General | $1,323,554 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $106,060,050 | TotalAmt |
| Program Services | $103,329,559 | ProgramServicesAmt |
| Management And General | $2,692,526 | ManagementAndGeneralAmt |
| Fundraising | $37,965 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $479,418 | TotalAmt |
| Program Services | $476,737 | ProgramServicesAmt |
| Management And General | $1,729 | ManagementAndGeneralAmt |
| Fundraising | $952 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,995,216 | TotalAmt |
| Program Services | $16,869,324 | ProgramServicesAmt |
| Management And General | $121,684 | ManagementAndGeneralAmt |
| Fundraising | $4,208 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,461,018 | TotalAmt |
| Program Services | $4,459,878 | ProgramServicesAmt |
| Management And General | $1,140 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,049,149 | TotalAmt |
| Program Services | $27,040,515 | ProgramServicesAmt |
| Management And General | $8,634 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,250,775 | TotalAmt |
| Program Services | $3,182,130 | ProgramServicesAmt |
| Management And General | $56,995 | ManagementAndGeneralAmt |
| Fundraising | $11,650 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,255,773 | TotalAmt |
| Program Services | $14,255,773 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,607,499 | TotalAmt |
| Program Services | $44,607,499 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,962,798 | TotalAmt |
| Program Services | $12,011,509 | ProgramServicesAmt |
| Management And General | $3,951,289 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Medical Supplies | $186,479,746 | $186,465,000 | $14,746 |
| Bad Debt | $81,687,854 | $81,687,854 | |
| VTC Research Institute | $12,900,000 | $12,900,000 | |
| College Expense | $4,679,777 | $4,679,777 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,158,978 | TotalAmt |
| Program Services | $7,946,814 | ProgramServicesAmt |
| Management And General | $156,679 | ManagementAndGeneralAmt |
| Fundraising | $55,485 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,319,983,975 | TotalAmt |
| Program Services | $1,160,314,659 | ProgramServicesAmt |
| Management And General | $159,421,322 | ManagementAndGeneralAmt |
| Fundraising | $247,994 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,089 | BOYAmt |
| EOY | $18,519 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,506,032 | BOYAmt |
| EOY | $2,387,776 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,507,672 | BOYAmt |
| EOY | $1,795,724 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $199,058,024 | BOYAmt |
| EOY | $214,178,896 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,225,425 | BOYAmt |
| EOY | $4,613,638 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,411,070 | BOYAmt |
| EOY | $10,125,826 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,204,187 | BOYAmt |
| EOY | $4,775,300 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,076,650,496 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $797,578,693 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $265,544,223 | BOYAmt |
| EOY | $279,071,803 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $349,277,504 | BOYAmt |
| EOY | $206,700,376 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $543,186,650 | BOYAmt |
| EOY | $751,359,342 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$3,318,749 | BOYAmt |
| EOY | -$4,173,533 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,123 | BOYAmt |
| EOY | $65,123 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,217,404 | BOYAmt |
| EOY | $141,468 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,382,902,654 | BOYAmt |
| EOY | $1,471,060,258 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $154,396,596 | BOYAmt |
| EOY | $176,521,109 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $400,000 | BOYAmt |
| EOY | $13,410,000 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,615,370 | BOYAmt |
| EOY | $6,637,265 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $343,709,740 | BOYAmt |
| EOY | $334,315,681 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $595,030 | BOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $351,623,042 | BOYAmt |
| EOY | $280,538,399 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $857,339,778 | BOYAmt |
| EOY | $811,422,454 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $505,584,530 | BOYAmt |
| EOY | $639,099,468 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,102,437 | BOYAmt |
| EOY | $8,662,427 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,875,909 | BOYAmt |
| EOY | $11,875,909 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $525,562,876 | BOYAmt |
| EOY | $659,637,804 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,382,902,654 | BOYAmt |
| EOY | $1,471,060,258 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $61,671,903 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $49,451,861 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $22,951,164 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | 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 (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital | Yes (X) | HospitalInd |
Schedule B IRS990ScheduleB
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $90,786 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $90,786 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part II-B, Line 1: | FormAndLineReferenceDesc |
| Explanation | A portion of dues paid to various hospital industry associations is attributable to lobbying activities. | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $16,731,964 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,278,959 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | -$977,279 | OtherExpendituresAmt |
| End Year Balance | $17,033,643 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $15,801,517 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,914,128 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | -$983,681 | OtherExpendituresAmt |
| End Year Balance | $16,731,964 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $15,705,697 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $904,944 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | -$809,125 | OtherExpendituresAmt |
| End Year Balance | $15,801,517 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $16,528,096 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$57,465 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | -$764,933 | OtherExpendituresAmt |
| End Year Balance | $15,705,697 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $15,977,885 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,448,538 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | -$898,328 | OtherExpendituresAmt |
| End Year Balance | $16,528,096 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.69720 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.30280 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,116,287 | OtherCostOrOtherBasisAmt |
| Book Value | $6,116,287 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $478,121,159 | OtherCostOrOtherBasisAmt |
| Depreciation | $328,049,567 | DepreciationAmt |
| Book Value | $150,071,592 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $964,685 | OtherCostOrOtherBasisAmt |
| Depreciation | $800,702 | DepreciationAmt |
| Book Value | $163,983 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $567,862,564 | OtherCostOrOtherBasisAmt |
| Depreciation | $462,140,905 | DepreciationAmt |
| Book Value | $105,721,659 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $23,585,801 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,587,519 | DepreciationAmt |
| Book Value | $16,998,282 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $279,071,803 | TotalBookValueLandBuildingsAmt |
Financial Derivatives FinancialDerivativesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $8,281,164 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
Other Securities OtherSecuritiesGrp (6 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Investments in Affiliates | $1,886,222 | C |
| Comingled Funds | $149,450,774 | F |
| Hedge Funds | $325,249,195 | F |
| Real Estate Ltd P'ships | $64,623,207 | F |
| Private Equity | $149,031,827 | F |
| Fixed Income Alt Inv | $52,836,953 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $751,359,342 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| Pension Liability | $216,166,591 |
| Interest Rate Swap Liability | $18,499,768 |
| Deferred Compensation Liability | $24,782,115 |
| Due To Affiliate | $21,089,925 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $280,538,399 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: | Income from endowment funds are used for the following. (1) Pediatric programs- both internal and external- and/or pediatric equipment. (2) Patient indigent care. |
| Part X, Line 2: | Carilion recognizes a tax liability or asset for the estimated taxes payable or refundable on tax returns for current and prior years. Deferred tax assets and liabilities are recognized for the estimated future tax effects attributable to temporary differences between the financial statement carrying amounts of existing assets and liabilities and their respective tax basis and operating loss and tax credit carryforwards. Deferred tax assets and liabilities are measured using enacted tax rates expected to apply to taxable income in the years in which those temporary differences are expected to be recovered or settled. A tax benefit from an uncertain tax position is recognized when it is more likely than not that the position will be sustained upon examination, including resolutions of any related appeals or litigation processes, based on the technical merits. Uncertain tax positions may include the characterization of income, such as a characterization of income as passive, a decision to exclude reporting taxable income in a tax return, or a decision to classify a transaction, entity, or other position in a tax return as tax exempt. |
Schedule H IRS990ScheduleH
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Assistance Policy | Yes (1) | FinancialAssistancePolicyInd |
| Written Policy | Yes (1) | WrittenPolicyInd |
| All Hospitals Policy | Yes (X) | AllHospitalsPolicyInd |
| FPG Reference Free Care | Yes (1) | FPGReferenceFreeCareInd |
| Percent200 | Yes (X) | Percent200Ind |
| FPG Reference Discounted Care | Yes (1) | FPGReferenceDiscountedCareInd |
| Percent400 | Yes (X) | Percent400Ind |
| Free Care Medically Indigent | 0 | FreeCareMedicallyIndigentInd |
| Financial Assistance Budget | Yes (1) | FinancialAssistanceBudgetInd |
| Expenses Exceed Budget | 0 | ExpensesExceedBudgetInd |
| Annual Community Bnft Report | Yes (1) | AnnualCommunityBnftReportInd |
| Report Publically Available | Yes (1) | ReportPublicallyAvailableInd |
Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $55,016,356 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $55,016,356 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.04710 | TotalExpensePct |
Unreimbursed Medicaid UnreimbursedMedicaidGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $130,290,526 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $108,153,914 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $22,136,612 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.01890 | TotalExpensePct |
Total Financial Assistance Typ TotalFinancialAssistanceTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $185,306,882 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $108,153,914 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $77,152,968 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.06600 | TotalExpensePct |
Community Health Services CommunityHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 10362 | ActivitiesOrProgramsCnt |
| Persons Served | 27885 | PersonsServedCnt |
| Total Community Benefit Expns | $3,247,313 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $433,256 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $2,814,057 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00240 | TotalExpensePct |
Health Professions Education HealthProfessionsEducationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 1722 | ActivitiesOrProgramsCnt |
| Persons Served | 1223 | PersonsServedCnt |
| Total Community Benefit Expns | $49,370,559 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $11,242,461 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $38,128,098 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.03260 | TotalExpensePct |
Research ResearchGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 2 | ActivitiesOrProgramsCnt |
| Persons Served | 2337 | PersonsServedCnt |
| Total Community Benefit Expns | $719,762 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $719,762 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00060 | TotalExpensePct |
Cash And In Kind Contributions CashAndInKindContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 83 | ActivitiesOrProgramsCnt |
| Persons Served | 7647 | PersonsServedCnt |
| Total Community Benefit Expns | $1,870,344 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $110,000 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $1,760,344 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00150 | TotalExpensePct |
Total Other Benefits TotalOtherBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 12169 | ActivitiesOrProgramsCnt |
| Persons Served | 39092 | PersonsServedCnt |
| Total Community Benefit Expns | $55,207,978 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $11,785,717 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $43,422,261 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.03710 | TotalExpensePct |
Total Community Benefits TotalCommunityBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 12169 | ActivitiesOrProgramsCnt |
| Persons Served | 39092 | PersonsServedCnt |
| Total Community Benefit Expns | $240,514,860 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $119,939,631 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $120,575,229 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.10310 | TotalExpensePct |
Physical Imprv And Housing PhysicalImprvAndHousingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 2 | ActivitiesOrProgramsCnt |
| Total Community Benefit Expns | $10,500 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $10,500 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00000 | TotalExpensePct |
Economic Development EconomicDevelopmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 12 | ActivitiesOrProgramsCnt |
| Persons Served | 7425 | PersonsServedCnt |
| Total Community Benefit Expns | $168,381 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $168,381 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00010 | TotalExpensePct |
Community Support CommunitySupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 44 | ActivitiesOrProgramsCnt |
| Persons Served | 1200 | PersonsServedCnt |
| Total Community Benefit Expns | $48,203 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $48,203 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00000 | TotalExpensePct |
Environmental Improvements EnvironmentalImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 1 | ActivitiesOrProgramsCnt |
| Total Community Benefit Expns | $150 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $150 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00000 | TotalExpensePct |
Coalition Building CoalitionBuildingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 61 | ActivitiesOrProgramsCnt |
| Persons Served | 963 | PersonsServedCnt |
| Total Community Benefit Expns | $9,652 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $4,194 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $5,458 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00000 | TotalExpensePct |
Health Improvement Advocacy HealthImprovementAdvocacyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 16 | ActivitiesOrProgramsCnt |
| Persons Served | 3905 | PersonsServedCnt |
| Total Community Benefit Expns | $30,977 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $1,259 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $29,718 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00000 | TotalExpensePct |
Workforce Development WorkforceDevelopmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 7 | ActivitiesOrProgramsCnt |
| Persons Served | 9 | PersonsServedCnt |
| Total Community Benefit Expns | $292,181 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $292,181 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00020 | TotalExpensePct |
Total Communtity Building Acty TotalCommuntityBuildingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 143 | ActivitiesOrProgramsCnt |
| Persons Served | 13502 | PersonsServedCnt |
| Total Community Benefit Expns | $560,044 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $5,453 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $554,591 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00030 | TotalExpensePct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | 0 | BadDebtExpenseReportedInd |
| Bad Debt Expense | $81,687,854 | BadDebtExpenseAmt |
| Reimbursed By Medicare | $273,707,962 | ReimbursedByMedicareAmt |
| Cost Of Care Reimbursed By Medcr | $281,546,878 | CostOfCareReimbursedByMedcrAmt |
| Medicare Surplus Or Shortfall | -$7,838,916 | 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 (1) | WrittenDebtCollectionPolicyInd |
| Financial Assistance Prvsn | Yes (1) | FinancialAssistancePrvsnInd |
Management Co And Jnt Ventures ManagementCoAndJntVenturesGrp (2 entries)
| Primary ActivitiesPrimaryActivitiesTxt | Org Profit Or OwnershipOrgProfitOrOwnershipPct | Physicians Profit Or OwnershipPhysiciansProfitOrOwnershipPct |
|---|---|---|
| 1 Roanoke Ambulatory Surgery Center LLC | ||
| Ambulatory surgery | 0.50000 | 0.46480 |
| 2 Southwest Virginia Health Properties LLC | ||
| Real estate | 0.48540 | 0.46480 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital Facilities | 2 | HospitalFacilitiesCnt |
Hospital Facilities HospitalFacilitiesGrp (2 entries)
| FacilityFacilityNum | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Website AddressWebsiteAddressTxt | State LicenseStateLicenseNum | Licensed HospitalLicensedHospitalInd | General Medical And SurgicalGeneralMedicalAndSurgicalInd | Childrens HospitalChildrensHospitalInd | Teaching HospitalTeachingHospitalInd | Research FacilityResearchFacilityInd | Emergency Room24 HrsEmergencyRoom24HrsInd | Facility Reporting GroupFacilityReportingGroupCd | OtherOtherDesc |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Carilion Medical Center- DBA CRMH | ||||||||||||||
| 1 | 1906 Belleview Avenue | Roanoke | VA | 24014 | See Schedule O. | H 1840 | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | A | |
| Carilion Medical Center- DBA CRCH | ||||||||||||||
| 2 | 101 Elm Avenue | Roanoke | VA | 24013 | See Schedule O. | H 1839 | Yes (X) | A | Rehabilitation Unit; Urgent Care | |||||
Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp
Hospital Facility Name HospitalFacilityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Facility Group A | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Licensed CY Or PY | 0 | FirstLicensedCYOrPYInd |
| Tax Exempt Hospital CY Or PY | 0 | TaxExemptHospitalCYOrPYInd |
| CHNA Conducted | Yes (1) | CHNAConductedInd |
| Community Definition | Yes (X) | CommunityDefinitionInd |
| Community Demographics | Yes (X) | CommunityDemographicsInd |
| Existing Resources | Yes (X) | ExistingResourcesInd |
| How Data Obtained | Yes (X) | HowDataObtainedInd |
| Community Health Needs | Yes (X) | CommunityHealthNeedsInd |
| Other Health Issues | Yes (X) | OtherHealthIssuesInd |
| Community Hlth Needs Id Process | Yes (X) | CommunityHlthNeedsIdProcessInd |
| Consulting Process | Yes (X) | ConsultingProcessInd |
| Prior CHNA Impact | Yes (X) | PriorCHNAImpactInd |
| CHNA Conducted | 17 | CHNAConductedYr |
| Take Into Account Others Input | Yes (1) | TakeIntoAccountOthersInputInd |
| CHNA Conducted With Other Fclts | Yes (1) | CHNAConductedWithOtherFcltsInd |
| CHNA Conducted With Non Fclts | Yes (1) | CHNAConductedWithNonFcltsInd |
| CHNA Report Widely Available | Yes (1) | CHNAReportWidelyAvailableInd |
| Rpt Available On Own Website | Yes (X) | RptAvailableOnOwnWebsiteInd |
| Own Website URL | See Part V, Section C | OwnWebsiteURLTxt |
| Other Website | Yes (X) | OtherWebsiteInd |
| Other Website URL | See Part V, Section C | OtherWebsiteURLTxt |
| Paper Copy Public Inspection | Yes (X) | PaperCopyPublicInspectionInd |
| Rpt Available Thru Other Method | Yes (X) | RptAvailableThruOtherMethodInd |
| Implementation Strategy Adopt | Yes (1) | ImplementationStrategyAdoptInd |
| Implementation Strategy Adpt | 17 | ImplementationStrategyAdptYr |
| Strategy Posted Website | Yes (1) | StrategyPostedWebsiteInd |
| Strategy Website URL | See Part V, Section C | StrategyWebsiteURLTxt |
| Organization Incur Excise Tax | 0 | OrganizationIncurExciseTaxInd |
| Elig Criteria Explained | Yes (1) | EligCriteriaExplainedInd |
| FPG Family Incm Lmt Free Dscnt | Yes (X) | FPGFamilyIncmLmtFreeDscntInd |
| FPG Family Incm Lmt Free Care | 200.000000000000 | FPGFamilyIncmLmtFreeCarePct |
| FPG Family Incm Lmt Dscnt Care | 400.000000000000 | FPGFamilyIncmLmtDscntCarePct |
| Asset Level Criteria | Yes (X) | AssetLevelCriteriaInd |
| Insurance Status Criteria | Yes (X) | InsuranceStatusCriteriaInd |
| Underinsurance Stat Criteria | Yes (X) | UnderinsuranceStatCriteriaInd |
| Explained Basis | Yes (1) | ExplainedBasisInd |
| App Financial Asst Expln | Yes (1) | AppFinancialAsstExplnInd |
| Described Info | Yes (X) | DescribedInfoInd |
| Described Suprt Doc | Yes (X) | DescribedSuprtDocInd |
| Provided Hospital Contact | Yes (X) | ProvidedHospitalContactInd |
| Includes Publicity Measures | Yes (1) | IncludesPublicityMeasuresInd |
| FAP Available On Website | Yes (X) | FAPAvailableOnWebsiteInd |
| FAP Available On Website URL | See Part V, Section C | FAPAvailableOnWebsiteURLTxt |
| FAP App Available On Website | Yes (X) | FAPAppAvailableOnWebsiteInd |
| FAP App Available On Website URL | See Part V, Section C | FAPAppAvailableOnWebsiteURLTxt |
| FAP Summary On Website | Yes (X) | FAPSummaryOnWebsiteInd |
| FAP Summary On Website URL | See Part V, Section C | 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 (1) | FAPActionsOnNonpaymentInd |
| Permit No Actions | Yes (X) | PermitNoActionsInd |
| Collection Activities | 0 | 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 (1) | NondisEmergencyCarePolicyInd |
| Look Back Medicare Private | Yes (X) | LookBackMedicarePrivateInd |
| Amounts Generally Billed | 0 | AmountsGenerallyBilledInd |
| Gross Charges | 0 | GrossChargesInd |
Supplemental Information SupplementalInformationGrp (12 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Section B | Facility Reporting Group A |
| Facility Reporting Group A consists of: | - Facility 1: Carilion Medical Center- DBA CRMH, - Facility 2: Carilion Medical Center- DBA CRCH |
| Part V, Section B, line 3j: | Part V Section B Line 3eThe Community Health Needs Assessment report prioritizes the community's significant health needs that were identified by the assessment, and explains how the health needs were prioritized. |
| Part V, Section B, line 5: | The following explanation applies to both Facility 1 and Facility 2. Carilion Clinic's CHNAs are community-driven projects and success is highly dependent on involving citizens, health and human service agencies, businesses, and community leaders. Community stakeholder collaborations known as "Community Health Assessment Teams" (CHAT) lead the CHNA projects. The CHAT consists of: health and human service agency leaders; persons with special knowledge of, or expertise in, public health; the local health department; and leaders, representatives, or members of populations that are medically underserved, low-income, minority, and suffer from chronic diseases. The following organizations served on the CHAT for the 2018 (tax year 2017) RVCHNA: Blue Blaze Consulting, Blue Ridge Behavioral Healthcare, Bradley Free Clinic, Carilion Clinic, Community Health Improvement Plan of Roanoke Valley (CHIP), City of Roanoke Lead Safe Roanoke, Family Service of Roanoke Valley, Freedom First Credit Union, HRV, High Street Baptist Church, Jefferson College of Health Sciences, Local Environmental Agricultural Project (LEAP), New Horizons Healthcare, Rescue Mission Ministries, Inc., Roanoke College, Roanoke Redevelopment and Housing Authority, Roanoke Regional Chamber of Commerce, Salem VA Medical Center, United Way of Roanoke Valley, and the Virginia Department of Health.In addition to the CHAT, the RVCHNA conducted focus groups among stakeholders and target populations, and administered a community health survey. Stakeholders: Throughout the CHNA process, community stakeholders, leaders, and providers were encouraged to complete the Stakeholder Survey. This survey provided an additional perspective to the health needs and barriers facing our community. Stakeholder focus groups were held and Stakeholder Surveys distributed, to ensure all responses were captured. The survey was available online and in print, and was distributed at meetings and focus groups. Stakeholder focus groups were conducted with the City of Roanoke (Fire/EMS Station #5 & #6, and Police Department), HRV partners and friends (brought together for a Stakeholder Forum), and the Roanoke Valley Palliative Care Partnership. Target populations: Target population focus groups were conducted to capture the needs and barriers to health for the uninsured, underinsured, low-income, minority, senior, and chronically ill populations. Focus group locations were chosen based on their proximity to target populations, and where existing groups meet. Ten target population focus groups were held and were asked questions related to health needs and barriers to health, as well as access to primary, oral, and mental health care. Target population focus groups were conducted with AARP members, a women's group comprised of former immigrants to the United States, a Blue Ridge Literacy English for Speakers of Other Languages (ESOL) class, Bradley Free Clinic patients, residents of Roanoke Redevelopment Housing Authority's Melrose Towers (in the NW Roanoke City MUA) and Morningside Manor (in the SE Roanoke City MUA), certified peer recovery specialists, Presbyterian Community Center parents and staff, and Roanoke Rescue Mission guests. Community Survey: A 39-question survey instrument was developed including questions about: socioeconomic factors; access to medical, dental, and mental health care; health behaviors; physical environment; health outcomes; and demographics. The survey instrument included commonly used questions and metrics from previously validated community surveys: Community Themes and Strengths Assessments, National Association of County and City Health Officials (NACCHO), Mobilizing for Action through Planning and Partnerships (MAPP) Community Healthy Living Index, YMCA Behavioral Risk Factor Surveillance System, Centers for Disease Control (CDC) National Health Interview Survey, Youth Risk Behavior Surveillance System, Martin County Community Health Assessment, Martin County, North Carolina Previous Roanoke Valley Community Health Surveys Both English and Spanish versions were available (Appendix 4: Community Health Survey). The CHAT and HRV Data Tracking and Quality Improvement Action Team identified target populations, collection sites, and methods of survey distribution. The population of interest was Roanoke Valley residents 18 years of age and older. The Roanoke Valley included the CHNA service area: Bedford, Botetourt, Craig and Roanoke counties, and Roanoke City, and Salem City. Special efforts were made to ensure inclusion of these subpopulations: Underserved/vulnerable populations disproportionately impacted by the social determinants of health including:o Incomeo Race/ethnicityo Educationo Insurance statusThe survey was also made available to all residents living in the Roanoke Valley, and oversampling of the target populations occurred through targeted outreach efforts. In total, 2,308 surveys were collected. |
| Part V, Section B, line 6a: | The following explanation applies to both Facility 1 and Facility 2.Carilion Roanoke Memorial Hospital and Carilion Roanoke Community Hospital, both owned by Carilion Medical Center and serving the same area, jointly conducted their CHNA. The Salem VA Medical Center also participated on the CHAT. |
| Part V, Section B, line 6b: | The following explanation applies to both Facility 1 and Facility 2.Blue Blaze Consulting, Blue Ridge Behavioral Healthcare, Bradley Free Clinic, Carilion Clinic, CHIP of Roanoke Valley, City of Roanoke Lead Safe Roanoke, Family Service of Roanoke Valley, Freedom First Credit Union, HRV, High Street Baptist Church, Jefferson College of Health Sciences, LEAP, New Horizons Healthcare, Rescue Mission Ministries, Inc., Roanoke College, Roanoke Redevelopment and Housing Authority, Roanoke Regional Chamber of Commerce, Salem VA Medical Center, United Way of Roanoke Valley, Virginia Department of Health. |
| Part V, Section B, line 7d: | The following explanation applied to both Facility 1 and Facility 2. Line 7a, Facility 1: hospital websitehttps://www.carilionclinic.org/locations/carilion-roanoke-memorial-hospitalLine 7a, Facility 2: hospital websitehttps://www.carilionclinic.org/locations/carilion-roanoke-community-hospitalLine 7b: other websitehttps://www.carilionclinic.org/community-health-assessments Line 7c: Made a paper copy available for public inspection without charge at the hospital facilityLine 7d: The 2018 Roanoke Valley CHNA was also shared to be posted to CHAT partner websites and social media.Line 10ahttps://www.carilionclinic.org/community-health-assessments |
| Part V, Section B, line 11: | The following explanation applies to both Facility 1 and Facility 2.Carilion Medical Center's two hospital facilities, Carilion Roanoke Memorial Hospital and Carilion Roanoke Community Hospital, partnered with HRV to conduct the 2018 RVCHNA during the 2017 tax year. HRV, operating under the auspices of the United Way of Roanoke Valley, was formed in 2012 as a community response to needs identified in Carilion Medical Center's triennial Roanoke Valley CHNA.Carilion Clinic is a not-for-profit, integrated healthcare system located in Virginia's Blue Ridge Mountains with its flagship hospital in the heart of the City of Roanoke, the largest urban hub in western Virginia. There, through a comprehensive network of hospitals, primary and specialty physician practices, wellness centers and other complimentary services, the system provides quality care close to home for nearly one million Virginians. Carilion roots go back to 1899, when a group of dedicated citizens came together and built a hospital to meet the healthcare needs of the community. Today, Carilion is a key anchor institution focusing on more than just healthcare; Carilion is dedicated to its mission of improving the health of the communities we serve. With an enduring commitment to the health of our region, Carilion advances care through clinical services, medical education, research and community health investments. Carilion believes in service, collaboration and caring for all. Through ongoing investment in discovering and responding to the health needs of the community comes the understanding that the involvement of additional stakeholders is essential to effectively address community health issues and create change. The purpose of this implementation strategy is to describe what Carilion Medical Center (CMC), comprised of Carilion Roanoke Memorial Hospital (CRMH) and Carilion Roanoke Community Hospital (CRCH), plans to do to address the community health needs identified in the 2018 RVCHNA.After all primary and secondary data collection was completed, the CHAT reviewed all data then identified and prioritized the ten most pertinent community needs using the Robert Wood Johnson Foundation (RWJF) framework for what influences health. The data were combined and overall priorities chosen based on the number of times a category was selected in the top 10, with the average ranking serving as a tie-breaker. Once the priorities were clearly identified, the CHAT rated the feasibility and potential impact of solutions for each health issue. HRV hosted strategic planning and action team tactical planning meetings focused on each identified priority need. The findings of the 2018 RVCHNA revealed 10 priority health-related issues in the community, identified by the CHAT after review of the data collected. 1. Poverty / low average household income2. Transportation / transit system3. Access to mental / behavioral health servicesa. Access to substance use services4. Culture: healthy behaviors not a priority5. High uninsured / underinsured population6. Affordable / safe housing7. Access to dental care8. Poor diet9. High cost of care10. Educational attainmentSignificant Health Needs to be AddressedCMC Implementation PlanAccording to the RWJF County Health Rankings , where an individual lives, works and plays is a strong predictor of their health outcomes. Currently in the United States, a person's zip code can help predict their life expectancy due to its direct link to the social determinants of health such as poverty, race/ethnicity, education and employment status in these areas . These factors are so important to our overall health, that they were added to the 10-year national Healthy People 2020 objectives with a goal to create social and physical environments that promote good health for all." Carilion responds to community health needs in innovative ways: making sure our regions have access to state-of-the-art health care close to home; providing community grants and sponsorships to extend our mission and support other organizations addressing health needs; creating and implementing community-wide strategies to reduce barriers, coordinate resources and enhance community strengths; and providing community-based health and wellness programs. Carilion's response strategies are organized by the RWJF framework for what influences health: health behaviors; social and economic factors; clinical care access and quality; and physical environment. CommitmentCommitment to community service is evident at all levels of the organization. In 2016, Carilion committed more than $170 million toward activities that improve community health and social determinants of health. Carilion's commitment to community health is evidenced by its commitment to a population health infrastructure including an entire Community Health and Outreach (CHO) department dedicated to assessing and addressing community need. The department is responsible for leading and facilitating the CHIP, CHNAs, the system's community grant process, community health education, community benefit collection, and neighborhood health initiatives. CHO has staff at the system level and at each community hospital and works with each hospital's Board of Directors and Carilion Clinic's Board of Governors to create health improvement strategies to address community health need. Each Carilion Clinic hospital has a Community Benefit Team which oversees the local hospital's plan to address community need in partnership with the local CHAT. There is also a Community Benefit Council at the system level providing oversight for Carilion Clinic as a whole. This council is responsible for overseeing and strategically guiding Carilion's community health improvement work and for community benefit strategy, collection and submission.Community Partnerships Carilion believes in the power of collaboration and understands community health issues must be addressed in cooperation with the community. To ensure lasting community impact from the health assessment and community health improvement process, Carilion participates in and provides financial and in-kind support to community health coalitions that address health needs in the Roanoke Valley such as HRV. In addition, Carilion partners with multiple community and business organizations on initiatives to improve health and wellness and to impact the social determinants of health for all who live in the Roanoke Valley.Healthy Roanoke ValleyForming a true community collaborative with lasting impact is no small feat. In 2012, using the Strive Collective Impact model, Carilion and United Way played key convening roles, bringing together strategic community partners to create HRV. An initiative of United Way of Roanoke Valley, HRV is now a partnership of more than 50 organizations striving to enhance health equity related to these priorities as a means to create a "culture of wellness" across the Roanoke Valley.For years, HRV has been serving as a key partner with Carilion. HRV's strategic framework, which is updated every three years to align with the triennial CHNA, is community-driven and a major component of Carilion's Health Improvement Implementation Strategy for the Roanoke Valley. In 2012 and again in 2015, HRV identified three priorities for improving health outcomes in the Roanoke Valley for underserved populations: access to services (primary care, behavioral health, and oral health); coordination of care; and wellness. HRV will conduct a planning retreat with its steering committee and tactical planning with its action teams in response to the health priorities identified in the 2018 RVCHNA. Carilion provides both financial and in-kind support to HRV with representatives active on the HRV steering committee and all five action teams: wellness; mental health; primary care; oral health; and coordination of care.Through HRV, multiple programs and strategies have arisen in response to community needs, such as Fresh Foods Rx and the Pathways Community HUB. Carilion provides additional support to implement these strategies in the Roanoke Valley. |
| Part V, Section B, Line 11 Continued | Fresh Foods RxFresh Foods Rx is a 12-week program providing patients with weekly health education, peer and physician support and vouchers for fresh local fruits and vegetables from the LEAP Mobile Market. The program is designed to address both social determinants of health, particularly environments and behaviors linked to healthy nutrition choices and fruit and vegetable consumption, and the clinical care needs of patients. The program works with low-income, uninsured and publicly insured adult patients living in MUAs who are overweight or obese and who have been diagnosed with diabetes.Community partners include: HRV, New Horizons Healthcare, LEAP for Local Food, Virginia Cooperative Extension, and YMCA of Roanoke Valley.Pathways Community HUBThe Pathways Community HUB is a community-based care coordination system anchored by community health workers strategically located in two Carilion teaching practices in the City of Roanoke, at Carilion Community Care and at partners' clinics. The model addresses social determinants of health. Community Health Workers link clients and their families to resources and services. The program works to reduce barriers to good health for uninsured adults who regularly visit the CRMH emergency department and have chronic disease diagnoses.Community partners include: Bradley Free Clinic, the Rescue Mission's G. Wayne Fralin Free Clinic, Mental Health America of Roanoke Valley, New Horizons Healthcare and United Way of Roanoke Valley's HRV. Community Grants Carilion is committed to improving the health of the communities we serve by addressing key health priorities identified through our triennial CHNA. Carilion fulfills this commitment in many ways, one of which is through targeted grants for community health improvement programs and those affecting the social determinants of health. Carilion provides a multitude of community grants and community health sponsorships to help local charitable organizations fulfill their missions as they relate to the health and well-being of our communities. Community grant dollars are allocated across the entire Carilion Clinic service area based on requests received. During this three-year Implementation Strategy cycle, Carilion Clinic intends to target additional grant support by initiating a Request for Proposal (RFP) process, looking for organizations that can impact specific community health priorities in identified geographic areas.Targeted Neighborhood InitiativesCMC's community health goal is to improve health and well-being for the entire Roanoke Valley, especially for those individuals living in MUAs. The City of Roanoke tends to perform worse than other Roanoke Valley communities in many health and social determinant indicators. Therefore, efforts are often focused on the MUAs in the Northwest and Southeast areas of the City of Roanoke. CMC plans to address key community health needs identified in the 2018 assessment by focusing additional investment in the Southeast MUA, located adjacent to CRMH. Through greater access to clinical care and community outreach programs, creative community partnerships and focused financial and in-kind support of initiatives, CMC plans to improve community health in the Southeast neighborhood. Key focus areas of this health improvement project over the next three years include access to services, coordination of care and wellness. Fallon Park ProjectCarilion is working with Roanoke City Public Schools and other partners to expand access to health care services and wellness opportunities for children and families and to create a community space in the updated Fallon Park Elementary School, located in the Southeast area of the city. The first phase of work is programmatic: to address students with chronic conditions such as asthma at the school. The goal is to reduce the number of sick days, emergency department visits and hospitalizations, and to improve asthma control scores. This partnership will transform the school nursing program to utilize a more integrated, holistic and proactive approach to health; provide families with community space and health education; and make Community Health Workers available to assist families with coordination of care and social determinant of health needs. Community partners include: Roanoke City Public Schools; Carilion Community Health and Outreach; Virginia Tech Cooperative Extension; HRV; Big Brothers Big Sisters; Carilion Wellness; Carilion departments of Psychiatry, Pediatrics and Family and Community Medicine; Delta Dental; Freedom First Credit Union; and the Fralin Biomedical Research Institute.Significant Health Priorities to be Addressed:Health BehaviorsNeeds: culture: healthy behaviors not a priority; poor diet.Carilion addressed health behavior-related priorities from the 2018 RVCHNA. Improving poor diets and the general health culture served as a start to making healthy behaviors more of a priority. Carilion provides a variety of free health education classes, screenings and flu immunizations in community settings. Community health education is provided by the CHO department as well as by Trauma Outreach, dieticians, Carilion Wellness, homecare, hospice and select other departments. Health and wellness education topics include: general wellness; healthy eating and activity; anti-inflammatory diet; tobacco cessation; infant safe sleep; infant and child safety; wilderness medicine; emergency care in the case of gun wound; exercise for balance and confidence building for seniors; stress management; warning signs for heart attack and stroke; women's health; and other topics as requested. Health educators also lead guided public walks and hikes and Carilion supports Roanoke's local Bikeshare program, organized by Ride Solutions, helping improve access to exercise and transportation. Resources committed to these programs include staff time, volunteer hours, and food and giveaway items that encourage healthy behaviors. The Morningside Urban Farm will host many health education classes, encouraging people to learn to eat healthy and grow fresh produce for their consumption. Programs such as Fresh Foods Rx encourage healthy eating through prescription vouchers to access healthy food paired with education and coaching. In addition to community events, Carilion works to encourage healthy behaviors by offering classes to its employees and through partnerships with other employers in the Roanoke Valley. As the largest employer in the region, efforts to engage employees and their families in their own health impact community health overall. Carilion has rolled out the Virgin Pulse program to employees. This program enables employees to connect personal activity trackers and include others on the platform to encourage daily healthy behaviors such as exercise, climbing stairs, and planning healthy diets. Support groups also often contribute to wellness. Support groups are offered for grief and loss counseling, cancer treatment and recovery, and attention to diabetes and other chronic conditions.A key part of wellness is compliance with safety and preventive behaviors. CMC coordinates child passenger safety trainings and child safety seat checks to reduce injuries from car accidents. Carilion family practices will also offer gun locks for free to members of the community to encourage gun safety. As part of infant safe sleep classes, Carilion provides participants with a free Pack and Play as well as a free Sleep Sack, when available. Infants born in Carilion hospitals also receive a free Sleep Sack, when available, to encourage safe sleep practices.Carilion remains committed to addressing poor diets. Through the Local Foods Program, Carilion provides hundreds of thousands of dollars of support to improve access to healthy foods. Community grants, such as one doubling the value of Supplemental Nutrition Assistance Program (SNAP) benefits, makes health foods more affordable and accessible in the Roanoke Valley. In addition to community grants, CMC makes a Farm Share program available to its employees and their families through payroll deduction. CMC also serves as an additional pick-up option for community members participating in the Farm Share. Carilion remains committed to the Healthier Hospital Initiative pledge and continues to work to improve quantities of healthy, local, sustainable foods purchased and served through its cafeterias. Carilion's Morningside Urban Farm will bring fresh foods to the Southeast Roanoke City community and will enable new opportunities for health education and incentives. |
| Part V, Section B, Line 11 Continued | Clinical CareNeeds: access to mental health and substance use services; access to dental care; high uninsured/underinsured population; high cost of care.Issues with access to care are a focus for CMC when addressing community health needs. In addition to providing financial support to qualifying patients who cannot afford care, Carilion is working to improve affordable access to care and resources.To improve access to primary care and resources for adolescents, CMC partners with Roanoke City Public Schools to operate Adolescent Health Clinics in Patrick Henry High School and William Fleming High School in the City of Roanoke, plus a stand-alone clinic in downtown Roanoke. With parent waivers signed at the start of the school year, students can visit health professionals as needed at clinics conveniently located in the schools, regardless of students' ability to pay. Mental health and substance use servicesThrough a new program, #AllIn, Carilion is providing additional access to non-traditional services for mental health and substance use. A key component of #AllIn, peer support, has expanded the type of care people in the Roanoke Valley can access. Carilion trained peer recovery specialists in the Roanoke Valley to provide support groups in community and clinical settings as well as support for patients who come to the hospital with mental health or substance use issues. Peer recovery specialists have a unique perspective into mental health and substance use diseases, having personally experienced these conditions. In addition, the #AllIn program is offering Mental Health First Aid trainings in the community and helping to initiate college-level advocacy groups. Carilion's Opioid Task Force brings together expertise from throughout the Carilion system to better understand and address the opioid epidemic in Southwest Virginia. The Opioid Task Force is working to address this epidemic internally and in the community. Efforts arising from this task force include: developing system-wide guidelines and a system dashboard for opioid prescriptions; developing treatment pathways for opioid addiction in specific high-risk groups; developing best practices for risk assessment, treatment and standard orders in Carilion's electronic medical record system, EPIC; developing an inventory of community resources related to prevention, treatment and recovery services for opioid patients and community members; and providing locations for free, safe, prescription drug returns or deactivation bags.Carilion provides both financial and in-kind support for the Mental Health America Collaborative. This program increases access to psychiatric care and medication for people without health insurance in the Roanoke Valley. Carilion psychiatry residents and physicians volunteer their time and provide in-kind services through this program. Physicians and residents also provide in-kind services to individuals through the Rescue Mission's Fralin Free Clinic. Dental careCarilion hosts pediatric and adult dental clinics in Roanoke and operates a dental residency program. Dental residents provide in-kind dental services through the Rescue Mission's Fralin Free Clinic. Located in Southeast Roanoke, the Rescue Mission is a comprehensive crisis intervention center for men, women and children. Oral health is also prioritized through the HRV Oral Health Action Team with support provided by the DentaQuest Foundation.High uninsured / underinsured population and high cost of careCarilion is committed to helping improve access to affordable medical care in our communities. With expansion of Medicaid in the Commonwealth of Virginia, Carilion will work diligently in the coming months to develop a plan for outreach and enrollment in Medicaid for newly eligible beneficiaries. Additionally, Carilion will work to find medical homes for those newly enrolled. Carilion will also work closely with its FQHC partners to understand their Medicaid enrollment efforts. Community Health Workers, managed by Healthy Roanoke Valley through the Pathways HUB, and other partners will also have additional opportunities to help clients complete insurance pathways and to pair them with appropriate services once they are enrolled.Carilion physicians provide in-kind services to uninsured people through the Bradley Free Clinic. Individuals can access regular care and medications as well as coordinate lab services through Carilion financial assistance. Medication access for Bradley Free Clinic patients is improved through RX Partnership, which Carilion supports with financial resources.Social and Economic FactorsNeeds: poverty; transportation; affordable / safe housing; educational attainment.The City of Roanoke was recently identified as a City of Opportunity by the National League of Cities. With this title comes a wealth of support and guidance as the City of Roanoke, with Carilion as a key partner, works to improve health outcomes for residents. The Cities of Opportunity project improves health by impacting the social determinants of health such as: education opportunities; affordable, safe housing; economic opportunities for residents; transportation; safe neighborhoods; and affordable, healthy foods. Carilion has committed to be a partner in this work as it aligns directly with the findings of the 2018 RVCHNA. The direction of the action plan will guide investments Carilion makes in the social determinants of health. In its commitment to reducing inequity of care, Carilion provides financial support for people who cannot afford insurance or health care. Carilion also makes available a Medication Assistance Program helping people gain access to affordable medication. Carilion also replenishes medication carried aboard emergency medical services vehicles. Support is also provided to a variety of not-for-profit organizations, helping to reduce the impacts of poverty on health through investments in social determinants such as housing, transportation, employment, education, access to healthy foods and many other important causes. Each year, Carilion Clinic coordinates a system-wide United Way campaign through which employees can provide additional support to these causes.The Pathways HUB model employs community health workers to help people navigate the barriers to good health and find solutions to health care needs. Many of the Pathways are related to social determinants such as education, employment, transportation or affordable/safe housing. This coordination of care model will help people find ways to reduce these types of barriers to good health. Community health workers will also be engaged through the Fallon Park Elementary School project to provide guidance on care and social determinants of health for families.The Virginia Tech Carilion Health Sciences and Technology Campus in the City of Roanoke will spur economic growth for the region through job growth, spending at the campus, student populations and research grant funds. Growth is expected to continue through at least 2026. Community partners, including Carilion, start early outreach in schools to inspire future health care workers and to create education pathways for all. The community, Virginia Western Community College and local universities have partnered to make it possible for local students to access affordable or free education. TransportationCarilion recognizes the impact that lack of reliable transportation can have on health in the community. In an effort to improve access to transportation for the purpose of accessing regular health care, Carilion provides support for the City of Roanoke's Trolley. The Trolley provides free transportation from downtown Roanoke to Carilion Roanoke Memorial Hospital and points in between, including the Riverside Center campus that is home to Virginia Tech Carilion and many Carilion clinical services. Carilion has forged a partnership with Lyft to begin assisting people with access to safe, reliable transportation to regular primary care appointments. If successful, Carilion will explore ways to expand the program.Physical EnvironmentWhile physical environment did not necessarily arise as a top priority in the 2018 RVCHNA, Carilion still recognizes the impact the environment has on the health of our communities. Therefore, efforts continue to improve the efficiency of Carilion's hospitals and other structures, the utilization of recycling and recyclable or bio-degradable materials where possible, the reduction of waste and the utilization of local, sustainable foods.In addition, as part of the aforementioned Fallon Park Elementary School project in Southeast Roanoke, partners will address air quality and other environmental issues that contribute to poor health, specifically breathing-related conditions. |
| Part V, Section B, Line 11 Continued | Implementation and MeasurementCarilion has invested in multiple systems to help manage data and track outcomes of our community work. Clear Impact software will be utilized to develop community, system-wide, hospital-specific and project-specific scorecards with appropriate outcome measures. Community health education programs and screenings will contain program level outcomes assigned based on the topic. These outcomes will be tracked with pre- and post-tests as well as through screening results. Community programs supported by Carilion grants will be responsible for regularly reporting program outcomes. Scorecards will be developed with key secondary data points at the zip code and county level, with yearly updates to track impact of community health initiatives. Carilion will track and measure impact on certain aligned indicators contributing to the Robert Wood Johnson Foundation County Health Factors Ranking and County Health Outcomes Ranking. Our goal is to improve County Health Rankings for the entire Roanoke Valley, but we understand that by the nature of County Health Rankings, improvements are relative to improvements in other communities within the Commonwealth of Virginia. Another software program, REDCap, will enable internal data to be utilized at the aggregate level to display outcomes of targeted health initiatives for research teams, such as one focus on asthma interventions at Fallon Park Elementary School. Esri ArcMap will enable Carilion to communicate outcomes and impact through story maps. Outcome results will be utilized for future planning and decision making.Healthy Roanoke Valley will also develop outcomes to be measured based on the results of its planning retreat and action team tactical planning in fall 2018.Priority Areas Not being Addressed and the ReasonsA community approach to determine and address priority needs as described earlier in this document was used to determine which needs cannot be immediately addressed. The needs not identified as "priority" are those that will not be actively addressed in this time period. CMC intends to address all identified priority health issues through the aforementioned initiatives, programs and/or grants. |
| Part V, Section B, Line 16 | Line 16a: https://www.carilionclinic.org/billing/financial-assistance.Line 16b: https://www.carilionclinic.org/billing/financial-assistance.Line 16c: https://www.carilionclinic.org/billing/financial-assistance. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 95 | FacilityNum |
Oth Hlth Care Fclts Not Hospital OthHlthCareFcltsNotHospitalGrp
Oth Hlth Care Fclts OthHlthCareFcltsGrp (95 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | FacilityFacilityTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|
| 1 - Carilion Roanoke Memorial Rehab | |||||
| 2017 South Jefferson Street | Roanoke | VA | 24014 | Psychiatry Services | |
| 2 - CNRV Emergency Services | |||||
| 2900 Lamb Circle | Christiansburg | VA | 24073 | Emergency Physicians | |
| 3 - CES - Franklin | |||||
| 180 Floyd Avenue | Rocky Mount | VA | 24151 | Emergency Physicians | |
| 4 - CES - Giles | |||||
| 1611 Wenonah Avenue | Pearisburg | VA | 24134 | Emergency Physicians | |
| 5 - CSJH Emergency Department | |||||
| 1 Health Circle | Lexington | VA | 24450 | Emergency Physicians | |
| 6 - CES - Tazewell | |||||
| 388 Ben Bolt Avenue | Tazewell | VA | 24651 | Emergency Physicians | |
| 7 - Carilion GYN Oncology | |||||
| 1 Riverside Circle Suite 300 | Roanoke | VA | 24016 | Gynecolgical Oncology | |
| 8 - Carilion Clinic Dermatology & Mohs Surgery | |||||
| 1 Riverside Circle Suite 300M | Roanoke | VA | 24016 | Dermatology and Mohs Surgery | |
| 9 - Carilion Imaging Professionals | |||||
| 1 Taylor Avenue | Pearisburg | VA | 24134 | Imaging Services | |
| 10 - Carilion Clinic Dentistry Pediatric Surger | |||||
| 101 Elm Ave | Roanoke | VA | 24013 | Dental Service | |
| 11 - Carilion Clinic Occupational Medicine Elm | |||||
| 101 Elm Ave | Roanoke | VA | 24013 | Occupational Medicine | |
| 12 - Carilion Wound Care Center Carilion Roano | |||||
| 101 Elm Ave SE | Roanoke | VA | 24013 | Wound Care | |
| 13 - Carilion Dentistry Pediatric Surgery | |||||
| 101 Elm Avenue | Roanoke | VA | 24017 | Dental Service | |
| 14 - Community Care | |||||
| 101 Elm Avenue SE | Roanoke | VA | 24013 | Family Medicine | |
| 15 - Carilion Prenatal Diagnostic Center | |||||
| 102 Highland Ave Ste 455 | Roanoke | VA | 24014 | Prenatal Testing | |
| 16 - Carilion Breast Care Center | |||||
| 102 Highland Ave Ste 202 | Roanoke | VA | 24014 | Breast Care Center | |
| 17 - Carilion Pediatric Endocrinology Clinic | |||||
| 102 Highland Avenue MOB Suite 455 | Roanoke | VA | 24013 | Endocrinology | |
| 18 - Pediatric Cardiology Clinic | |||||
| 102 Highland Avenue Suite 101 | Roanoke | VA | 24013 | Cardiology | |
| 19 - Carilion Genetics | |||||
| 102 Highland Avenue Suite 104 | Roanoke | VA | 24013 | Genetic Counseling | |
| 20 - Carilion Pediatric Neurology | |||||
| 102 Highland Avenue Suite 104 | Roanoke | VA | 24013 | Neurosciences | |
| 21 - Carilion Pediatric Pulmonology and Allergy | |||||
| 102 Highland Avenue Suite 203 | Roanoke | VA | 24013 | Pulmonology | |
| 22 - Carilion GYN Clinic | |||||
| 102 Highland Avenue Suite 303 | Roanoke | VA | 24013 | Gynecolgical Services | |
| 23 - Pediatric Gastroenterology | |||||
| 102 Highland Avenue Suite 305 | Roanoke | VA | 24013 | Gastronenterology | |
| 24 - Carilion Clinic Pediatric Surgery Clinic | |||||
| 102 Highland Avenue Suite 404 | Roanoke | VA | 24013 | Surgical Services | |
| 25 - Carilion Sleep Center | |||||
| 1030 Jefferson Plaza Ste G100 | Roanoke | VA | 24016 | Sleep Disorder | |
| 26 - Carilion Anticoagulation Clinic | |||||
| 1030 S Jefferson St Ste G101 | Roanoke | VA | 24016 | Anticoagulation Clinic | |
| 27 - Carilion General Pediatric Clinic | |||||
| 1030 S Jefferson Street Suite 106 | Roanoke | VA | 24016 | General Pediatrics | |
| 28 - Pediatric Developmental Clinic | |||||
| 1030 S Jefferson Street Suite 201 | Roanoke | VA | 24016 | Pediatric Development | |
| 29 - Carilion Diabetic Education | |||||
| 1030 S Jefferson Suite G101 | Roanoke | VA | 24016 | Diabetic Education | |
| 30 - Carilion Wellness- Boutetourt | |||||
| 105 Summerfield Court | Roanoke | VA | 24019 | Outpatient Therapy Services | |
| 31 - Carilion Clinic Urogynecology and Cardiolo | |||||
| 1107B Brookdale Street | Martinsville | VA | 24112 | Urogynecology and Cardiology Services | |
| 32 - Carilion Clinic Urology Christiansburg | |||||
| 120 Akers Farm Road NE | Christiansburg | VA | 24073 | Urology | |
| 33 - Carilion Reproductive Endocrinology and In | |||||
| 1231 S Jefferson Street | Roanoke | VA | 24016 | Reproductive Endocrinology | |
| 34 - Carilion Clinic Vascular McClanahan | |||||
| 127 McClanahan St | Roanoke | VA | 24014 | Vascular Services | |
| 35 - Carilion Cardiac Rehab | |||||
| 127 McClanahan Street | Roanoke | VA | 24014 | Cardiac Rehab | |
| 36 - Carilion Heart Failure Clinic | |||||
| 127 McClanahan Street | Roanoke | VA | 24014 | Heart Failure Services | |
| 37 - CFM Roanoke Salem | |||||
| 1314 Peters Creek Road | Roanoke | VA | 24017 | Family Practice | |
| 38 - Carilion Clinic OBGYN Botetourt | |||||
| 150 Market Ridge Lane | Daleville | VA | 24083 | Obstetrics and Gynecology | |
| 39 - Daleville Imaging | |||||
| 150 Market Ridge Lane | Daleville | VA | 24083 | Imaging Services | |
| 40 - Carilion Clinic OBGYN Daleville | |||||
| 150 Market Ridge Ln | Daleville | VA | 24083 | Obstetrics and Gynecology | |
| 41 - General Surgery Clinic | |||||
| 180 Floyd Avenue | Rocky Mount | VA | 24151 | Surgical Services | |
| 42 - Carilion Clinic OBGYN Salem | |||||
| 1957 W Main Street | Salem | VA | 24153 | Obstetrics and Gynecology | |
| 43 - Carilion Clinic Cardiology | |||||
| 2001 Crystal Spring Ave Suite 300 | Roanoke | VA | 24014 | Cardiology Services | |
| 44 - Carilion Cardiothoracic Surgery | |||||
| 2001 Crystal Spring Avenue Suite | Roanoke | VA | 24014 | Cardiac Surgery Services | 201 |
| 45 - Carilion Clinic Cardiology | |||||
| 2001 Crystal Spring Avenue Suite | Roanoke | VA | 24014 | Cardiology Services | 203 |
| 46 - Carilion Clinic Pulmonary and Sleep Medici | |||||
| 2001 Crystal Spring Avenue Suite | Roanoke | VA | 24014 | Pulmonary and Sleep Services | 300 |
| 47 - Carilion Infectious Disease Clinic | |||||
| 2001 Crystal Spring Avenue Suite | Roanoke | VA | 24014 | Infectious Disease | 301 |
| 48 - Carilion Center for Healthy Aging | |||||
| 2001 Crystal Spring Avenue Suite | Roanoke | VA | 24014 | Geriatrics | 302 |
| 49 - Carilion Clinic Dentistry General Surgery | |||||
| 2017 S Jefferson St | Roanoke | VA | 24014 | Surgical Services | |
| 50 - Carilion Clinic Department of Psychiatry a | |||||
| 2017 S Jefferson Street | Roanoke | VA | 24014 | Behavioral Health | |
| 51 - Carilion Dental Care | |||||
| 2017 S Jefferson Street | Roanoke | VA | 24014 | Dental Service | |
| 52 - Child and Adolescent Psychiatry | |||||
| 2017 S Jefferson Street | Roanoke | VA | 24014 | Child and Adolescent Psychiatry Services | |
| 53 - Community Psychiatry | |||||
| 2017 S Jefferson Street | Roanoke | VA | 24014 | Psychiatry Services | |
| 54 - CFM Southeast | |||||
| 2145 Mount Pleasant Boulevard | Roanoke | VA | 24014 | Family Practice | |
| 55 - Carilion Clinic Imaging ION | |||||
| 2331 Franklin Road | Roanoke | VA | 24014 | Imaging Services | |
| 56 - Carilion Clinic Neurosurgery - ION | |||||
| 2331 Franklin Road | Roanoke | VA | 24014 | Neurosurgery | |
| 57 - Carilion Clinic Pain Management - ION | |||||
| 2331 Franklin Road | Roanoke | VA | 24014 | Pain Management | |
| 58 - Carilion Physical Medicine and Rehabilitat | |||||
| 2331 Franklin Road | Roanoke | VA | 24014 | Physical Medicine | |
| 59 - Carilion Clinic Orthopaedics - ION | |||||
| 2331 Franklin Road SW | Roanoke | VA | 24014 | Orthopaedics | |
| 60 - Carilion Clinic Department of Psychiatry a | |||||
| 2900 Lamb Circle | Christiansburg | VA | 24073 | Psychiatry and Behavioral Health Services | |
| 61 - CNRVMC - Neurosciences | |||||
| 2900 Lamb Circle | Christiansburg | VA | 24073 | Neurology | |
| 62 - CNRVMC - Radiology | |||||
| 2900 Lamb Circle | Christiansburg | VA | 24073 | Radiology Services | |
| 63 - Carilion Clinic Department of Psychiatry a | |||||
| 2900 Tyler Road | Christiansburg | VA | 24073 | Psychiatry and Behavioral Health Services | |
| 64 - Carilion Clinic Neuropsychology CCR3 | |||||
| 3 Riverside Cir | Roanoke | VA | 24016 | Neuropsychology Services | |
| 65 - Carilion Clinic General Surgery | |||||
| 3 Riverside Circle | Roanoke | VA | 24016 | Surgical Services | |
| 66 - Carilion Clinic Internal Medicine | |||||
| 3 Riverside Circle | Roanoke | VA | 24016 | Internal Medicine | |
| 67 - Carilion Clinic Neurology | |||||
| 3 Riverside Circle | Roanoke | VA | 24016 | Neurology | |
| 68 - Carilion Clinic Orthopaedics Trauma | |||||
| 3 Riverside Circle | Roanoke | VA | 24016 | Orthopaedic Trauma | |
| 69 - Carilion Clinic TraumaCritical Care | |||||
| 3 Riverside Circle | Roanoke | VA | 24016 | Surgical Services | |
| 70 - Carilion Imaging | |||||
| 3 Riverside Circle | Roanoke | VA | 24016 | Imaging Services | |
| 71 - Carilion OBGYN - Riverside | |||||
| 3 Riverside Circle | Roanoke | VA | 24016 | Obsetrics and Gynecology | |
| 72 - CRMH Rheumatology Clinic | |||||
| 3 Riverside Circle | Roanoke | VA | 24016 | Rheumatology | |
| 73 - Carilion Clinic Gastroenterology | |||||
| 3 Riverside Circle | Roanoke | VA | 24016 | Gastronenterology | |
| 74 - Carilion Clinic Orthopaedics | |||||
| 3 Riverside Circle | Roanoke | VA | 24016 | Orthopaedics | |
| 75 - Carilion OtolaryngologyENT | |||||
| 3 Riverside Circle 4th Floor | Roanoke | VA | 24016 | Otolaryngology and ENT Services | |
| 76 - Carilion Pediatric OtolaryngologyENT | |||||
| 3 Riverside Circle 4th Floor | Roanoke | VA | 24016 | Pediatric Otolaryngology and ENT Services | |
| 77 - Carilion Plastic and Reconstructive Surger | |||||
| 3 Riverside Circle Suite 400 | Roanoke | VA | 24016 | Plastic and Reconstructive Surgery | |
| 78 - Carilion Cardiology Westlake | |||||
| 35 Medical Court | Hardy | VA | 24101 | Cardiology Services | |
| 79 - Carilion Sleep Center Westlake | |||||
| 35 Medical Court | Hardy | VA | 24101 | Sleep Disorder | |
| 80 - Carilion Surgery Westlake | |||||
| 35 Medical Court | Hardy | VA | 24101 | Surgical Services | |
| 81 - Urogynecology Westlake | |||||
| 35 Medical Court | Hardy | VA | 24101 | Urogynecology | |
| 82 - Brambleton Radiology Services | |||||
| 3707 Brambleton Avenue | Roanoke | VA | 24018 | Radiology Services | |
| 83 - Tazewell Veterans Affairs Community Based | |||||
| 388 Ben Bolt Avenue | Tazewell | VA | 24651 | Veteran Affairs Outpatient Clinic | |
| 84 - Carilion Clinic Orthopaedics - Franklin | |||||
| 390 S Main Street Suite 103 | Rocky Mount | VA | 24151 | Orthopaedics | |
| 85 - General Surgery Rocky Mount | |||||
| 390 South Main Street | Rocky Mount | VA | 24151 | Surgical Services | |
| 86 - Carilion Wellness- Roanoke | |||||
| 4508 Starkey Road | Roanoke | VA | 24018 | Physical Therapy Services | |
| 87 - Carilion Clinic Allergy and Immunology | |||||
| 46 Wesley Road | Daleville | VA | 24083 | Allergy and Immunology Services | |
| 88 - Carilion Clinic Pediatric Medicine Rocky M | |||||
| 490 S Main St | Rocky Mount | VA | 24151 | Pediatric Medicine | |
| 89 - Northwest Internal Medicine | |||||
| 615 McDowell Avenue | Roanoke | VA | 24016 | Internal Medicine | |
| 90 - Breast Mammography - North | |||||
| 6415 Peters Creek Road | Roanoke | VA | 24014 | Breast Mammography | |
| 91 - Carilion Clinic Pediatric Child Developmen | |||||
| 902 S Jefferson St | Roanoke | VA | 24016 | Child Development Services | |
| 92 - Carilion Obstetrics and Gynecology Clinic | |||||
| 902 South Jefferson Street Upper | Roanoke | VA | 24016 | Obsetrics and Gynecology | Level |
| 93 - Carilion Maternal Fetal Medicine | |||||
| Carilion Roanoke Community Hospital | Roanoke | VA | 24013 | Maternal Fetal Medicine | 101 E |
| 94 - Carilion Clinic Urogynecology | |||||
| 101 Elm Avenue Suite 400 | Roanoke | VA | 24013 | Obstetrics | |
| 95 - Carilion Clinic Family Medicine Tazewell | |||||
| 388 Ben Bolt Avenue | Tazewell | VA | 24651 | Family Medicine | |
Supplemental Information Detail SupplementalInformationDetail (14 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 3c: | Patients' eligibility is determined by family size, family income, real property equity and liquid assets. Families with family income equal or below 200% of the Federal Poverty Guidelines (FPG) and assets equal or below $15,000 are eligible to receive 100% adjustment under financial assistance policy (FAP). Families with family income greater than 200% of the FPG but less than or equal to 400% of the FPG or assets above $15,000 and less than or equal to $100,000 are eligible to receive a partial adjustment under FAP. The partial adjustment matches the amounts generally billed (AGB) percentage for each service area. |
| Part I, Line 6a: | 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://carilionclinic.org/about-carilion-clinic. |
| Part I, Line 7: | 7eCommunity Health Improvement and Community Benefit Operations: Carilion's commitment to community service is evident at all levels of the organization. Carilion's commitment to community health is evidenced by its population health infrastructure including its Community Health and Outreach (CHO) department dedicated to assessing and addressing community needs. The department is responsible for leading and facilitating the Community Health Improvement Plan, Community Health Needs Assessments, the system's community grants process, community health education, community benefit collection, and neighborhood health initiatives. CHO staff works with the hospital's Board of Directors and Carilion Clinic's Board of Governors to create health improvement strategies to address community health need. The hospital has a Community Benefit Team overseeing the hospital's plan to address community need in partnership with the local community health assessment team. There is also a Community Benefit Council providing oversight for Carilion's community health improvement work and for community benefit strategy, collection and submission.Carilion Medical Center provides education to the public about health risks and steps that can be taken to improve health. Events include regularly scheduled health screenings for blood pressure, blood glucose and cholesterol as well as seasonal screenings to detect facial damage due to exposure to the sun. Carilion Medical Center's community health education department serves as host of the local chapter of the National Safe Kids Coalition and provides education on childhood injury prevention to the community and other providers. In addition, Carilion Medical Center's Safe Kids Coalition coordinator provided free training and national certification on proper car seat installation for other health and safety providers. Additional health improvement services include physician volunteers at the Bradley Free Clinic and the Roanoke Rescue Mission, blood drives, assistance with enrollment in public medical programs such as Medicaid, and interpreter services for non-English speaking patients. Community benefit operations includes expenses associated with tracking community health improvement activities, the cost associated with conducting a Community Health Needs Assessment and support of Healthy Roanoke Valley, a collaboration of health and human service agencies developing initiatives to address prioritized community health needs. This line is reported at actual cost.7f Health professions education - Carilion Medical Center mentors nursing students, provides continuing education opportunities for local providers and operates a residency program. This line is reported at actual cost.7g Subsidized Health Services n/a7h Research Carilion Medical Center participates in clinical research projects including internal review board oversight. Additionally, community research is provided through a cancer registry to assist public health professionals in understanding and addressing the cancer burden more effectively. The information collected is used to develop programs on cancer prevention, early detection, and successful treatment and care. This line is reported at actual cost. 7i Cash and In-Kind Contributions: At cost.Carilion has long been committed to improving the health of the communities we serve. We know significant change doesn't happen alone, but takes a community of partners working together towards common goals. Carilion's dedication to this mission is evidenced by the support provided annually to various nonprofit partners, furthering its efforts to positively impact health. Financial and in-kind contributions are made each year to dozens of organizations directly impacting the issues identified in our triennial Community Health Needs Assessment and a variety of social determinants that impact people's health. Support provided helps with access to nutrient dense foods, promotion of exercise and healthy activities, chronic disease management, access to mental health services and coordination of care, and a multitude of other community health improvement goals. |
| Part I, Line 7, Column F: | Bad debt expense of $81,687,854 included in Part IX, Statement of Expenses on line 25 was excluded from the calculation of Part I line 7 column (f) Percent of total expense. |
| Part II, Community Building Activities: | 1 Physical improvements and housing Support was provided to the Addy Grace Foundation for development of an all-abilities playground in Botetourt County, improving access to physical activity and play for all children. Support was also given to the Blue Ridge Land Conservancy.2Economic development As the largest employer in Southwest Virginia, Carilion participates in programming and supports local Chambers of Commerce and the Better Business Bureau, improving economic development efforts through pro-business advocacy. Carilion takes an active role in local economic development endeavors by investing in research and technology and conversing with local businesses about the region's current business climate and future prospects. Support was also provided for Visit Virginia's Blue Ridge, the region's destination marketing organization whose mission is economic development through tourism. Additionally, funding was provided to the Greater Roanoke Transit Company for the Star Line Trolley, which provides free transportation around downtown Roanoke and serves as a critical link to the Carilion and Virginia Tech Carilion locations within Roanoke's Innovation Corridor along Jefferson Street.3 Community support Research demonstrates the strong connection between social determinants of health such as transportation, housing and education, and the overall health and well-being of communities. Support is provided in a variety of ways for nonprofit organizations that address barriers to good health arising from these social determinants. Through support of local partners, Carilion can help provide better education and opportunities for children and families as well as improved housing, better nutrition and additional supportive resources for its neighbors in need, removing a range of obstacles to good health. Carilion Medical Center is deeply involved with a variety of health and social determinant-related initiatives and supports local organizations through coordination of activities and participation as volunteers and on boards in addition to providing financial support. For example, Carilion leaders dedicate their time to impact the need for mental and behavioral health care by volunteering on boards for Family Service of Roanoke Valley and Mental Health America of Roanoke Valley. Time is also dedicated to helping children learn through back-to-school events and hours spent educating students about business through Junior Achievement. Financial donations help send kids to summer camp and support events for organizations like CHIP.4Environmental improvements Carilion Medical Center provided support for Friends of Smith Mountain Lake State Park.5Leadership development and training for community members n/a6Coalition building Carilion believes in the power of collaboration and understands that community health issues must be addressed in concert with the community. To ensure lasting community impact from the health assessment and community health improvement process, Carilion participates in community health coalitions that address health and social determinant needs in the Roanoke Valley. In addition, Carilion partners with multiple community and business organizations around initiatives to improve health and wellness and to impact the social determinants of health for all who live in the Roanoke Valley. An example is Carilion's representation and participation on the Roanoke Area Youth Substance Abuse Coalition (RAYSAC) and Roanoke Prevention Alliance, a group of concerned citizens, parents, youth, teachers, police officers, business people, judges, and other caring individuals striving to prevent the use of alcohol, tobacco, and drugs by youth in the Roanoke Valley and southwest Virginia. Other coalition building activities include work with the local NAACP, with the Impact Southeast group and with Roanoke's Invest Health partnership.7 Community health improvement advocacy In-kind support was provided for distribution of a newsletter on behalf of adolescent and student health services as well as for health-related conferences and the Virginia Health Care Foundation.8Workforce development -Carilion Medical Center partnered with Goodwill Industries of the Valleys, the Virginia Department of Rehabilitative Services, Blue Ridge Behavioral Health, Blue Ridge Independent Living Center and local parent representatives to offer Project SEARCH, a one-year high school transition program providing employment and educational opportunities for individuals with significant disabilities. The program also helps participants find long-term employment in skilled positions. Additional support included recruitment of providers to meet the needs of underserved individuals in the Roanoke Valley. Support was also provided for the Virginia Foundation for Community College Education and for multiple scholarships. |
| Part III, Line 2: | Carilion Medical Center 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. |
| Part III, Line 4: | Accounts receivable are reduced by an allowance for amounts that could become uncollectible in the future. Carilion Medical Center estimates the allowance for doubtful accounts 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. Carilion Medical Center collects substantially all of its third-party insured receivables, which include receivables from governmental agencies and commercial insurers. |
| Part III, Line 8: | Medicare allowable costs are determined from the Medicare cost report using the cost-to-charges 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 operating an emergency room open to all persons regardless of ability to pay and providing other hospital care for all patients able to pay, including those 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. |
| Part III, Line 9b: | When accounts receivable efforts are exhausted, the account may be placed with a collection agency and extraodinary collection actions (ECAs) may be considered. Accounts will not be placed with a collection agency prior to 120 days from the date the first billing statement is provided except when mailings are returned with no forwarding address and combining multiple accounts of varying age with those already transferred or for legal verification regarding other liabilities. Reasonable efforts will be made to identify appropriate forwarding addresses.When a Financial Assistance Application (FAA) is received during the application period (within 240 days after the date the first billing statement is provided), but after initiation of ECAs, all ECAs will be suspended. Best efforts will be made to process completed applications within 30 days of receipt of the application; financial assistance eligibility will be determined and communicated to the individual. Incomplete applications must be completed within 30 days of the initial notification of additional items required; otherwise, the application will be deemed incomplete and closed. If an individual is eligible for financial assistance, ECAs, other than the sale of debt, will be reversed and any payments related to eligible care refunded to the extent no longer owed. ECAs will be reinstated if the individual is not eligible for financial assistance or does not complete the FAA by the deadline.At least 30 days before initiating an ECA, Carilion will send the patient written notice of intended ECA(s), a plain language summary explaining financial assistance available and the process for determining eligibility, and the deadline for applying for assistance. Carilion will also attempt to call individuals at least 30 days before initiating an ECA to make them aware of the financial assistance available and how to obtain assistance with the application process.Carilion shall enter into a written contract with any collection agency to which it refers bad debt. The contract will obligate the collection agency to observe and comply with Carilion's obligations under this Policy and the Financial Assistance Policy. A collection agency to which bad debt is referred for collection may not engage in any ECAs without the prior written consent of Carilion.After making reasonable efforts to determine if a patient qualifies for Financial Assistance and the patient either does not qualify for Financial Assistance or fails to submit an application as requested, within 240 days from the date the first billing statement is provided, Carilion may engage in one or more of the following ECAs: 1. Place a lien on an individual's property; 2. Attach or seize an individual's bank account or any other personal property; 3. Commence a civil action against an individual; 4. Garnish an individual's wages; 5. Sell an individual's debt to another party; or 6. Report the account to credit agencies.Individual account balances greater than $5,000 are not sent to a collection agency. These are handled through the Debt Recovery Department (DRD) for verification of Financial Assistance status before further collection activity occurs. DRD will also investigate any accounts that require special handling. For example, when the billing office becomes aware that a patient is deceased, 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. |
| Part VI, Line 2: | Carilion Clinic's community health improvement process was adapted from Associates in Process Improvement's Model for Improvement and the Plan-Do-Study-Act (PDSA) cycle developed by Walter Shewhart. It consists five distinct steps: (1) conducting the CHNA, (2) strategic planning, (3) creating the implementation strategy, (4) program implementation, and (5) evaluation. This cycle is repeated every three years.Carilion Clinic fosters community development in its CHNA and community health improvement processes by using the Strive Collective Impact Model for the CHAT. This evidence-based model focuses on "the commitment of a group of important players from different sectors to a common agenda for solving a specific social problem(s) and has been proven to lead to large-scale changes. It focuses on relationship building between organizations and the progress towards shared strategies. Carilion Clinic and Healthy Roanoke Valley (HRV) partnered to conduct the 2018 Roanoke Valley Community Health Needs Assessment. This process was community-driven and focused on high levels of community engagement involving health and human services leaders, stakeholders, and providers; the target populations; and the community as a whole. Healthy Roanoke Valley (HRV), operating under the auspices of United Way of Roanoke Valley, was formed in 2012 as a community response to needs identified in Carilion Clinic's triennial Roanoke Valley CHNA. HRV's mission is to mobilize community resources to improve access to care, coordination of services, and promote a culture of wellness. Using the collective impact model, the partnership includes more than 50 organizations representing cross-sector stakeholders and leaders who are working to implement cost-effective programs resulting in improved health outcomes. |
| Part VI, Line 3: | Information on Financial Assistance is provided to the patient at hospital admission and ambulatory areas in the form of signage, a plain language summary which includes contact information, financial assistance application and documentation in the inpatient handbook. Patient Access staff, Hospital social workers and customer service representatives verbally inform patients on availability of assistance. Each patient statement and patient financial responsibility letter includes information on the Financial Assistance policy including who to contact for additional information and location of in-person assisters. The Application, the Policy, and the plain language summary are available free of charge to the patient. They are available by mail and on the web site if the patient did not receive written information at the time of service. Financial Assistance policy and application are also distributed to community partners through electronic mailing groups.Carilion Clinic employs an Eligibility staff that counsel patients on federal and state programs. The staff completes applications for Medicaid, Social Security, Social Security Disability and Medicare. The staff provides support services ensuring the applications are processed correctly based on federal and state policy. In addition, the Eligibility staff is trained as Certified Application Counselors and will assist patients in enrollment in the insurance exchange Marketplace. Eligibility staff will also complete Carilion's financial assistance application and counsel patient on the requirements for financial assistance. |
| Part VI, Line 4: | The Roanoke Metropolitan Statistical Area (MSA) is home to Carilion Clinic's flagship hospital. It is commonly known as the Roanoke Valley and is comprised of the independent cities of Roanoke and Salem and the counties of Botetourt, Craig, Franklin, and Roanoke. It is nestled among the Blue Ridge Mountains with the City of Roanoke at its heart. The City is a destination venue, rich in cultural diversity, the arts, shopping, recreational opportunities, natural beauty and services not available in more rural areas of the region. Key safety net providers in the region in addition to Carilion Clinic include: New Horizons, a federally qualified health center; free clinics; local offices of the Virginia Department of Health; and other human service organizations. Despite the presence of these entities, there remain thousands of low-income, uninsured, and underinsured residents who do not have access to affordable health care services.The 2018 RVCHNA revealed distinct communities with significant differences in size and population and significant disparities both in health and in social determinants. The 2012-2016 American Community Survey (ACS) found the total population of the Roanoke MSA to be 312,891. The cities of Roanoke and Salem had 99,329 residents and 25,290 people respectively. The counties of Botetourt, Craig, Franklin and Roanoke had 33,129, 5,195, 56,230 and 93,655 residents respectively. For all communities, the ACS predicts positive future population change, but to varying degrees. Median age in the MSA localities ranges from 38.1 in the City of Roanoke to 47 in Craig County, all above the state median of 37.8 . The ACS finds that for most of the Roanoke MSA, a larger percentage of the population is White than in the Commonwealth of Virginia as a whole, with percentages ranging all the way up to 98.1% in Craig County .Roanoke Valley's urban hub, the City of Roanoke, is more racially and ethnically diverse than the rest of the MSA, with a population that is 63.85% White, 28.3% Black, and 2.7% Asian with 3.5% representing more than one race and the remainder representing small minorities of American Indian/Alaskan Native, Native Hawaiian/Pacific Islander or some other race. Of the population, 6% are Hispanic or Latino. The City is divided into quadrants (Northwest, Northeast, Southwest and Southeast) separated geographically by railroad tracks, the Roanoke River, and the Interstate 581. These quadrants vary greatly in the demographic and economic make-up of the residents. Specifically, two of the quadrants the Northwest and Southeast quadrants have federal designations as Medically Underserved Areas (MUAs) and are home to a large proportion of the low-income individuals and families in the city who may be uninsured, underinsured and/or Medicaid recipients who often face additional barriers due to cultural differences. |
| Part VI, Line 5: | Carilion Clinic is a not-for-profit, integrated health care system located among the Blue Ridge Mountains with its flagship hospital in the heart of the City of Roanoke, which serves as the largest urban hub in western Virginia. Quality care is provided for nearly one million individuals through a comprehensive network of hospitals, primary and specialty physician practices, wellness centers and other complimentary services. Carilion's roots go back more than a century, when a group of dedicated citizens came together and built a hospital to meet the health care needs of the community. Today, Carilion is a key anchor institution focusing on more than just health care; Carilion is dedicated to its mission of improving the health of the communities it serves. With an enduring commitment to the health of our region, care is advanced through clinical services, medical education, research and community health investments. Carilion believes in service, collaboration and caring for all. Through ongoing investment in discovering and responding to the health needs of its community comes the understanding that additional stakeholders must be involved to effectively address community health issues and create change. CMC includes Carilion Clinic's flagship facility, CRMH. A 703-bed hospital, CRMH includes a Neonatal Intensive Care Unit, Carilion Children's Hospital, specialty and advanced clinical care and the region's only Level 1 Trauma Center. U.S. News & World Report ranks it among Virginia's top five hospitals. CRMH provides access to the region's most experienced providers and specialty services, while teaching and developing tomorrow's medical leaders through residencies and fellowships sponsored by the Virginia Tech Carilion School of Medicine. Carilion Medical Center serves all patients regardless of their ability to pay. The Hospital's governing Board is elected annually and the majority of members are neither employees nor contractors of the Hospital. Medical staff privileges are extended to qualified providers. Surplus funds are reinvested in new technology, clinical initiatives, education and charitable efforts. This includes providing free, discounted and subsidized care as well as critical medical services that operate at a loss. |
| Part VI, Line 6: | Carilion Medical Center is wholly owned by Carilion Clinic, a not-for-profit health care organization based in Roanoke, Virginia. Through a comprehensive network of hospitals, primary and specialty physician practices, and complementary services, Carilion provides exceptional care for nearly one million Virginians. With an enduring commitment to the health of the region, Carilion also seeks to advance care through medical education and research, help its community stay healthy and inspire the region to grow stronger. In the mid-2000s, Carilion made the strategic decision to transform from a collection of hospitals to a physician-led, integrated health care system. It was a courageous move. In every moment since, Carilion has worked to evolve by further-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, and opening a medical school and research institute. Each decision, each adaptation, has fundamentally changed the way Carilion collaborates and cares. To advance education of health professionals, Jefferson College of Health Sciences is a private higher education institution that "prepares, within a scholarly environment, ethical, knowledgeable, competent and caring healthcare professionals." The College focuses on providing healthcare education and is a part of Carilion Clinic. Founded in 1914 as the Jefferson Hospital School of Nursing, Jefferson College now provides more than 1,100 students with opportunities to become part of the healthcare profession, serving communities from southwest Virginia to the Shenandoah Valley and beyond. The school's graduates are building healthier tomorrows in our region and across the country every day. The Virginia Tech Carilion School of Medicine joins the basic science, life science, bioinformatics, and engineering strengths of Virginia Tech with the medical practice and medical education experience of Carilion Clinic to develop the next generation of physician thought leaders. The school uses an innovative patient-centered curriculum that focuses on small-group learning and hands-on experiences, with extensive research and inter-professionalism training. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (42 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|---|---|---|---|---|---|
| Alzheimer's Assoication | ||||||||||
| 355 Rio Road West Suite 102 | Charlottesville | VA | 22901 | 133039601 | 501(c)(3) | $10,000 | General Support | |||
| American Cancer Society | ||||||||||
| 2840 Electric Rd Ste 106A | Roanoke | VA | 24018 | 131788491 | 501(c)(3) | $17,500 | Event Sponsorships | |||
| American Heart Association | ||||||||||
| PO Box 50045 | Prescott | AZ | 863045045 | 135613797 | 501(c)(3) | $20,000 | Event Sponsorships | |||
| Big Brothers Big Sisters of Southwest Virginia | ||||||||||
| 124 Wells Avenue NW | Roanoke | VA | 24016 | 540837136 | 501(c)(3) | $26,000 | Health education and mentors at SE Roanoke elementary school | |||
| Boys and Girls Clubs of Southwest Virginia | ||||||||||
| 4395 Electric Road | Roanoke | VA | 24018 | 541867366 | 501(c)(3) | $11,486 | Triple play healthy eating and activity program for kids | |||
| Greater Roanoke Transit Company | ||||||||||
| 1108 Campbell Avenue | Roanoke | VA | 24013 | 540982022 | City of Roanoke | $56,448 | General support | |||
| Jefferson Center | ||||||||||
| 541 Luck Ave SW | Roanoke | VA | 24016 | 621392982 | 501(c)(3) | $10,000 | Community sponsorship partership | |||
| March of Dimes | ||||||||||
| 2840 Electric Road Suite 102A | Roanoke | VA | 24018 | 131846366 | 501(c)(3) | $5,000 | Event sponsorship | |||
| Mental Health America | ||||||||||
| 10 Church Ave Suite 300 | Roanoke | VA | 24011 | 540703132 | 501(c)(3) | $31,000 | Free Mental Health for uninsured persons | |||
| Mill Mountain Theatre | ||||||||||
| One Market Square SE | Roanoke | VA | 24011 | 540792067 | 501(c)(3) | $8,000 | Event sponsorship | |||
| United Way of Roanoke Valley | ||||||||||
| 325 Campbell Ave SW | Roanoke | VA | 24016 | 540535302 | 501(c)(3) | $36,500 | Health collaboratives, fresh food program, and coordination of care | |||
| Presbyterian Community Center | ||||||||||
| 1228 Jamison Ave SE | Roanoke | VA | 24013 | 541610899 | 501(c)(3) | $5,000 | Event sponsorship | |||
| NAACP - Roanoke Branch | ||||||||||
| PO Box 12362 | Roanoke | VA | 24025 | 546070115 | 501(c)(4) | $5,000 | Event Sponsorship | |||
| Roanoke Community Garden Association | ||||||||||
| PO Box 4326 | Roanoke | VA | 24015 | 262082150 | 501(c)(3) | $19,000 | Community garden and education | |||
| Roanoke Symphony Orchestra | ||||||||||
| 128 East Campbell Avenue | Roanoke | VA | 24011 | 546019736 | 501(c)(3) | $20,000 | Corporate Sponsorship | |||
| Roanoke Valley - Alleghany Regional Commission | ||||||||||
| PO Box 2569 | Roanoke | VA | 24010 | 540722734 | Virginia | $18,040 | Bike Sponsorship | |||
| Virginia Blue Ridge Affiliate of Susan G Komen | ||||||||||
| 4910 Valley View Blvd Ste 212 | Roanoke | VA | 24012 | 562619425 | 501(c)(3) | $20,000 | Event Sponsorship | |||
| Virginia Business Higher Education Council | ||||||||||
| 1108 E Main St | Richmond | VA | 23219 | 541827038 | 501(c)(3) | $50,000 | Higher Education Policy initiatives | |||
| Virginia Foundation for Independent Colleges | ||||||||||
| 901 East Byrd St Suite 1625 | Richmond | VA | 23219 | 540554396 | 501(c)(3) | $10,000 | Science Research Fellowships | |||
| Virginia Health Care Foundation | ||||||||||
| 707 East Main St Suite 1350 | Richmond | VA | 23219 | 541639924 | 501(c)(3) | $100,000 | Leadership Partner commitment | |||
| Virginia Tech Carilion Research Institute | ||||||||||
| 2 Riverside Circle | Roanoke | VA | 24016 | 546001805 | Virginia | $10,000 | CTRHB Research Project | |||
| YMCA of Virginia's Blue Ridge Inc | ||||||||||
| 520 Church Ave SW | Roanoke | VA | 24016 | 540515736 | 501(c)(3) | $52,112 | Capital Campaign | |||
| Addy Grace Foundation | ||||||||||
| 436 Brunswick Forge Road | Troutville | VA | 24175 | 273265654 | 501(c)(3) | $15,000 | All-Abilities Playground donation | |||
| First Tee of Roanoke Valley | ||||||||||
| 3707 Densmore Rd NW | Roanoke | VA | 24017 | 201237999 | 501(c)(3) | $10,000 | Event Sponsorship | |||
| Harrison Museum of African American Culture | ||||||||||
| PO Box 1254 | Roanoke | VA | 24026 | 521417831 | 501(c)(3) | $7,000 | Event Sponsorship | |||
| JDRF | ||||||||||
| 3959 Electric Rd Suite 222 | Roanoke | VA | 24018 | 231907729 | 501(c)(3) | $9,500 | Event Sponsorship | |||
| Local Environmental Agriculture Project (LEAP) | ||||||||||
| PO Box 3249 | Roanoke | VA | 24015 | 271050909 | 501(c)(3) | $53,772 | SNAP and Medicaid match for fresh foods | |||
| Medical Society of Virginia | ||||||||||
| 2924 Emerywood Parkway Suite 300 | Richmond | VA | 23294 | 540299956 | 501(c)(3) | $10,000 | Event Sponsorship | |||
| The Roanoke-Blacksburg Innovation Network | ||||||||||
| 1700 Kraft Dr Ste 2155 | Blacksburg | VA | 24060 | 462975294 | 501(c)(3) | $85,000 | General Operations and Programs | |||
| City of Roanoke | ||||||||||
| 215 Church Ave Room 254 | Roanoke | VA | 24011 | 546001569 | City of Roanoke | $45,000 | General Support | |||
| Taubman Museum of Art | ||||||||||
| 110 Salem Ave | Roanoke | VA | 24011 | 546026841 | 501(c)(3) | $8,500 | Event Sponsorship | |||
| Bedford Ride | ||||||||||
| 1613 Oakwood Street | Bedford | VA | 24523 | 510189604 | 501(c)(3) | $5,000 | Transportation to non-emergency medical care | |||
| Liberty University | ||||||||||
| 1971 University Blvd | Lynchburg | VA | 24515 | 540946734 | 501(c)(3) | School of Nursing Simulation Center | $50,389 | Cost | Patient room equipment | |
| Center in the Square | ||||||||||
| 1 Market Square | Roanoke | VA | 24011 | 540238900 | 501(c)(3) | $82,000 | General Support | |||
| Children's Trust Roanoke Valley | ||||||||||
| 541 Luck Avenue Ste 308 | Roanoke | VA | 24016 | 510235891 | 501(c)(3) | $32,300 | General Support | |||
| CHIP of Roanoke Valley | ||||||||||
| 1201 Third St | Roanoke | VA | 24016 | 541566451 | 501(c)(3) | $54,000 | General Support | |||
| Family Service of Roanoke Valley | ||||||||||
| 360 Campbell Ave SW | Roanoke | VA | 24016 | 540505946 | 501(c)(3) | $15,000 | Affordable mental health care | |||
| Feeding America Southwest Virginia | ||||||||||
| 1025 Electric Rd | Salem | VA | 24153 | 541939556 | 501(c)(3) | $15,000 | Veggie Mobile - access to fresh foods through pantries | |||
| Rx Partnership | ||||||||||
| 2924 Emerywood Pkwy 300 | Richmond | VA | 23294 | 571186937 | 501(c)(3) | $5,400 | Access to affordable prescriptions at free clinics | |||
| Southwest Virginia Ballet | ||||||||||
| 1005 Industry Ave SE | Roanoke | VA | 24013 | 541563448 | 501(c)(3) | $5,000 | Event Sponsorship | |||
| Virginia Tech Carilion School of Medicine | ||||||||||
| 2 Riverside Circle | Roanoke | VA | 24016 | 264556177 | 501(c)(3) | $8,000 | Virginia State Science and Engineering Fair | |||
| Carilion Clinic Patient Transportation | ||||||||||
| 431 McClanahan | Roanoke | VA | 24014 | 541864693 | 501(c)(3) | $49,992 | Pediatric Patient Transportation | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 40 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| Patients | 25 | $261,526 |
| Scholarships | 6 | $9,000 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule I, Part I, Line 2 | The hospital donates funds to other 501(c)3 charitable organizations with a similar mission. Such organizations also have community boards which oversee the expenditure of such funds. Carilion Medical Center also has a program under which funds are granted to community organizations with a focus on chidren's health and well-being. A committee of Carilion Medical Center employees reviews the applications and selects the recipients. Recipients sign a letter of agreement that delineates the terms and objectives of the project. One mid-year project report, a site visit and a final program evaluation reports on the program's services, outcomes and budget. 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, and specific efforts to cultivate diverse funding sources for program sustainability. Each grantee must agree to submit requested data and reports on a timely basis and to complete the evaluation process as requested. |
| Schedule I, Part III, Line 1 | Grant requests for indigent patients are evaluated for eligibility based on the restriction criteria placed by the grantor of the endowment, account payment status and funds available under the grant. |
| Schedule I, Part III, Line 2 | Scholarship applications are evaluated and awards made by an independent committee according to prescribed guidelines. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (23 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Nathaniel L Bishop DMin | ||||||||||||||
| Director | $285,678 | $0 | $23,768 | $0 | $7,533 | $0 | $93,321 | $0 | $3,503 | $0 | $413,803 | $0 | $0 | $0 |
| John H Burton MD | ||||||||||||||
| Director | $532,289 | $0 | $55,725 | $0 | $7,280 | $0 | $57,688 | $0 | $19,566 | $0 | $672,548 | $0 | $0 | $0 |
| Jonathan L Gleason | ||||||||||||||
| Director | $317,346 | $0 | $98,157 | $0 | $2,558 | $0 | $17,687 | $0 | $16,914 | $0 | $452,662 | $0 | $0 | $0 |
| Cynda A Johnson MD | ||||||||||||||
| Director | $0 | $595,065 | $0 | $0 | $0 | $8,646 | $0 | $40,332 | $0 | $12,043 | $0 | $656,086 | $0 | $0 |
| Clifford A Nottingham MD | ||||||||||||||
| Director | $0 | $291,818 | $0 | $71,409 | $0 | $10,487 | $0 | $100,513 | $0 | $11,843 | $0 | $486,070 | $0 | $0 |
| Michael S Nussbaum MD | ||||||||||||||
| Director | $365,510 | $0 | $37,203 | $0 | $7,327 | $0 | $16,410 | $0 | $15,047 | $0 | $441,497 | $0 | $0 | $0 |
| Steven C Arner | ||||||||||||||
| Director/President/CEO | $0 | $447,471 | $0 | $45,361 | $0 | $5,077 | $0 | $100,969 | $0 | $18,083 | $0 | $616,961 | $0 | $0 |
| Nicholas C Conte | ||||||||||||||
| Secretary | $4,359 | $413,037 | $0 | $35,018 | $0 | $6,522 | $0 | $140,407 | $0 | $18,083 | $4,359 | $613,067 | $0 | $0 |
| David S Hagadorn | ||||||||||||||
| Assistant Treasurer | $0 | $130,617 | $0 | $600 | $0 | $415 | $0 | $26,124 | $0 | $860 | $0 | $158,616 | $0 | $0 |
| Donald B Halliwill | ||||||||||||||
| Assistant Treasurer | $0 | $483,869 | $0 | $49,599 | $0 | $4,271 | $0 | $110,548 | $0 | $16,783 | $0 | $665,070 | $0 | $0 |
| G Robert Vaughan Jr | ||||||||||||||
| Treasurer | $0 | $254,802 | $0 | $22,207 | $0 | $3,958 | $0 | $62,034 | $0 | $17,869 | $0 | $360,870 | $0 | $0 |
| Patrice M Weiss MD | ||||||||||||||
| Chief Medical Officer | $1,469 | $561,668 | $0 | $65,276 | $0 | $7,191 | $0 | $116,421 | $0 | $19,566 | $1,469 | $770,122 | $0 | $0 |
| Nancy Howell Agee | ||||||||||||||
| CEO, Carilion Clinic | $0 | $1,218,641 | $0 | $208,987 | $0 | $10,559,908 | $0 | $191,766 | $0 | $13,375 | $0 | $12,192,677 | $0 | $10,545,910 |
| Joseph T Moskal MD | ||||||||||||||
| SVP/Dept. Chair | $1,049,985 | $0 | $104,378 | $0 | $10,075 | $0 | $84,519 | $0 | $19,566 | $0 | $1,268,523 | $0 | $0 | $0 |
| Paul R Skolnik MD | ||||||||||||||
| SVP/Dept. Chair | $396,811 | $0 | $44,098 | $0 | $8,851 | $0 | $69,034 | $0 | $9,740 | $0 | $528,534 | $0 | $0 | $0 |
| Jonathan J Carmouche MD | ||||||||||||||
| Physician | $1,225,515 | $0 | $391,925 | $0 | $2,549 | $0 | $24,330 | $0 | $16,914 | $0 | $1,661,233 | $0 | $0 | $0 |
| Gregory A Howes MD | ||||||||||||||
| Physician | $842,483 | $0 | $336,396 | $0 | $19,519 | $0 | $21,247 | $0 | $17,174 | $0 | $1,236,819 | $0 | $0 | $0 |
| Eric A Marvin MD | ||||||||||||||
| Physician | $800,977 | $0 | $373,726 | $0 | $2,383 | $0 | $34,307 | $0 | $16,914 | $0 | $1,228,307 | $0 | $0 | $0 |
| Shawn D Safford MD | ||||||||||||||
| Physician | $778,691 | $0 | $177,667 | $0 | $2,833 | $0 | $24,522 | $0 | $16,914 | $0 | $1,000,627 | $0 | $0 | $0 |
| Jesse B Seamon MD | ||||||||||||||
| Physician | $594,805 | $0 | $476,932 | $0 | $2,293 | $0 | $11,664 | $0 | $12,395 | $0 | $1,098,089 | $0 | $0 | $0 |
| Tracy W Criss MD | ||||||||||||||
| Physician; Former Officer | $200,034 | $0 | $44,590 | $0 | $2,888 | $0 | $66,237 | $0 | $16,418 | $0 | $330,167 | $0 | $0 | $0 |
| Bruce A Long MD | ||||||||||||||
| Physician; Former Dept. Chair | $454,499 | $0 | $192,338 | $0 | $5,353 | $0 | $47,880 | $0 | $16,914 | $0 | $716,984 | $0 | $0 | $0 |
| Jon M Sweet MD | ||||||||||||||
| Physician; Former Dept. Chair | $218,663 | $0 | $68,896 | $0 | $2,548 | $0 | $43,160 | $0 | $11,148 | $0 | $344,415 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 3 | The organization has a single member, Carilion Clinic, a charitable tax-exempt organization which serves as the parent company of the Carilion Clinic integrated health care delivery system. Executive compensation, including that of the organization's Chief Executive Officer, is reviewed annually by the Carilion Clinic Board of Directors Compensation Committee. This Committee is made up of Board members of Carilion Clinic who do not have a conflict of interest with any of the executives being reviewed. This review was performed in November 2017 and September 2018. In addition, the Compensation Committee annually reviews the compensation philosophy for all executive leaders. This review included review of a comprehensive report from an outside compensation consultant specializing in healthcare organizations for select positions and the prior year's report on all of the reviewed positions. The reports reviewed by the Committee included a detailed comparison of total compensation and each element thereof, including base salary, bonuses and other cash compensation, and benefits, including deferred and retirement benefits. Compensation was compared to both a national and regional peer group of organizations similar in size and structure to the organization, the list of which was reviewed by the Compensation Committee. The Compensation Committee maintained detailed minutes of its meetings, setting forth the deliberations and decisions of the Committee regarding the compensation of these executives. |
| Part I, Line 4b | Nancy Howell Agee, President and Chief Executive Officer, participated in a pension restoration plan (Plan). The Plan was established in 1995 and its purpose is to restore the pension benefits that Ms. Agee would otherwise lose as a result of Internal Revenue Code limitations upon contributions to, and payment of benefits from, Carilion Clinic's tax qualified pension plan. In 2017, Ms. Agee became fully vested in the pension restoration benefit, requiring distribution of all benefits earned while participating in the Plan, which totaled $10,310,500 before taxes. The benefits earned under the Plan reflect the value accumulated over Ms. Agee's 45 years of service to the organization through progressive leadership roles, including ten years as Chief Operating Officer and eight years in her current position as President and Chief Executive Officer. As benefits were earned under the Plan, accruals were reported in each of the organization's prior Form 990 filings as "retirement and other deferred compensation." Although the pension restoration benefits were earned over the course of Ms. Agee's career, the Form 990 requires that they be reported again as "other reportable compensation" in total in the current year when vested and paid. The 2017 payment represents Ms. Agee's entire benefit under the Plan. After 2017, Ms. Agee will no longer receive or accrue Plan benefits. Ms. Agee also participated in an executive flexible benefit plan, in which an allowance is provided annually to the participant for use in obtaining certain insurance benefits. The amount of allowance in excess of elected benefits is credited to a capital accumulation account (CAA) with a deferred vesting date of at least two years from the first day of the plan year. The CAA shall be distributed in a lump sum upon vesting while employed by a Carilion Clinic affiliate, disability, or 24 months following certain qualifying separations from service. Upon the death of the participant, the plan shall pay the participant's beneficiary according to terms. In 2017, $235,410 in previously deferred amounts became vested under this plan and were paid. Although CAA contributions were previously reported on the Form 990 as "retirement and other deferred compensation" when allocated, the Form 990 requires that CAA amounts be reported again as "other reportable compensation" in the current year when vested and paid. The two deferred compensation plan payouts for Ms. Agee totaled $10,545,910, as reflected in Schedule J, Part II, column (F). Ms. Agee, Ms. Armentrout, Mr. Arner, Mr. Conte, Mr. Halliwill, Mr. Vaughan, Dr. Weiss, Dr. Bishop, Dr. Burton, Dr. Nussbaum, Dr. Moskal, and Dr. Skolnik participate in a Defined Contribution Supplemental Executive Retirement Plan (DC SERP) in which the employer, at the discretion of Carilion Clinic's Compensation Committee, makes a contribution to an account established on its books for each eligible participant. If a participant ceases to be a participant prior to the vesting date, the account shall be forfeited. A lump sum distribution shall be made upon the participant's vesting date, death, or disability. No distributions were made under this plan in the reporting year. Unvested contributions made to the DC SERP in 2017 are reported on the Form 990 as "retirement and other deferred compensation." |
| Part I, Line 7 | The organization pays annual bonus compensation to management based on scorecard performance. While the scorecard contains a formula as a basis for determining overall performance, senior managers have discretion to include additional elements in their assessment of managers reporting to them. In addition, for top management, the actual bonus awarded is in the discretion of the Carilion Clinic Board of Directors Compensation Committee, although it is based on the scorecard measures. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| Economic Development Authority of the City of Roanoke VA | ||||||||
| A | 541106038 | 770082AZ8 | 2017-03-01 | $123,110,000 | Reissuance of Series 2005A originally issued on 12/14/05 | 0 | 0 | 0 |
| VA Small Business Financing Authority Hospital Revenue Bonds | ||||||||
| B | 541300845 | 928101AH7 | 2017-04-03 | $160,000,000 | Reissuance of Series 2008A and 2008B originally issued on 07/16/08 | 0 | 0 | 0 |
| Economic Development Authority of the City of Roanoke VA | ||||||||
| C | 541106038 | 770082AB1 | 2010-10-13 | $98,505,130 | Refunding of Series 2003A-C Bonds (08/03), Costs of Issuance | 0 | 0 | 0 |
| Economic Development Authority of the City of Roanoke VA | ||||||||
| D | 541106038 | 770082AW5 | 2012-02-09 | $100,280,611 | Refunding of Series 2000 and 2002A Bonds, Costs of Issuance Capital Projects | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceedsAmt | Other Spent ProceedsOtherSpentProceedsAmt | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Capital ExpendituresCapitalExpendituresAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | RetiredRetiredAmt | Substantial CompletionSubstantialCompletionYr |
|---|---|---|---|---|---|---|---|---|---|---|
| A | $123,110,000 | $123,110,000 | Yes (1) | 0 | Yes (1) | Yes (1) | ||||
| B | $160,000,000 | Yes (1) | 0 | Yes (1) | Yes (1) | $160,000,000 | ||||
| C | $98,505,130 | $97,250,000 | Yes (1) | 0 | Yes (1) | Yes (1) | $1,255,130 | |||
| D | $100,280,611 | $93,976,478 | Yes (1) | Yes (1) | Yes (1) | Yes (1) | $5,189,198 | $1,114,935 | $38,690,000 | 2011 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | Yes (1) | Yes (1) | Yes (1) | 0 | 0.00100 | 0.00100 | 0 | 0 | Yes (1) |
| B | 0 | Yes (1) | Yes (1) | Yes (1) | 0 | 0.02300 | 0.02300 | 0 | 0 | Yes (1) |
| C | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) | |||
| D | 0 | 0 | Yes (1) | Yes (1) | 0 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | Yes (1) | Yes (1) | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | Yes (1) | Yes (1) | 0 | 0 | 0 | Yes (1) |
| C | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) |
| D | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
| D | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Date Rebate Computation Performed | Issuer Name: Economic Development Authority of the City of Roanoke, VA Date the Rebate Computation was Performed: 04/30/2009 Issuer Name: VA Small Business Financing Authority, Hospital Revenue Bonds Date the Rebate Computation was Performed: 06/22/2011 Issuer Name: Economic Development Authority of the City of Roanoke, VA Date the Rebate Computation was Performed: 04/29/2011 Issuer Name: Economic Development Authority of the City of Roanoke, VA Date the Rebate Computation was Performed: 04/04/2013 Issuer Name: Industrial Development Authority of the City of Roanoke, VA Date the Rebate Computation was Performed: 05/04/2011 |
| Schedule K, Part II | All bond issues - multiple entities across multiple jurisdictions; therefore, proceeds allocated to multiple hospitals. |
| Schedule K, Part VI | Bond issuance total proceeds allocated to each entity. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Industrial Development Authority of the City of Roanoke VA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 541106038 | BondIssuerEIN |
| CUSIP | 770084FU0 | CUSIPNum |
| Bond Issued | 2010-10-13 | BondIssuedDt |
| Issue Price | $163,208,648 | IssuePriceAmt |
| Purpose | Reoffering Circular and interest rate conversion to fixed, Costs of Issuance | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $47,625,000 | RetiredAmt |
| Total Proceeds | $163,208,648 | TotalProceedsAmt |
| Refunding Escrow | $1,229,956 | RefundingEscrowAmt |
| Issuance Costs From Proceeds | $1,764,811 | IssuanceCostsFromProceedsAmt |
| Credit Enhancement | $68,836 | CreditEnhancementAmt |
| Other Spent Proceeds | $161,375,000 | OtherSpentProceedsAmt |
| Current Refunding | Yes (1) | CurrentRefundingInd |
| Advance Refunding | 0 | AdvanceRefundingInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | Yes (1) | NoRebateDueInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (3 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| 1 Eric Chen MD | |||
| See Part V | $281,802 | Employee | 0 |
| 2 Bruce Johnson MD | |||
| See Part V | $244,990 | Employee | 0 |
| 3 Mary Sweet MD | |||
| See Part V | $251,498 | Employee | 0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Sched. L Part IV | FormAndLineReferenceDesc |
| Explanation | (1) Family member of Lauren Schantz, officer.(2) Family member of Cynda Johnson, director(3) Family member of Jon Sweet, former officer. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (14 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part 1, Line 6, Total number of volunteers: | The hospital operates a Customer Service-based program for volunteers and we do anything to make our patients and patient families comfortable in very uncomfortable circumstances. Tasks include delivering mail, delivering flowers, greeting and escorting patients and providing snacks in the hospital waiting rooms. Through Hospice, volunteers provide respite support for caregivers, visits for socialization and comforting presence, check in calls, take care of patients' pets, sing to patients, pet therapy, deliver supplies, help in the hospice office, assist with fundraisers, assist with bereavement support activities, facilitate children's grief support groups, deliver birthday gifts, make holiday gifts and memory quilts and record patient's life stories. |
| Form 990, Part V, Line 1a | 1099s are issued on Carilion Medical Center's behalf by Carilion Services, Inc., a related supporting organization providing management and administrative services, including payment processing. |
| Form 990, Part VI, Section A, line 1 | As of the first day of the new fiscal year, a majority of the filing organization's Directors were independent. |
| Form 990, Part VI, Section A, line 2 | Nancy Howell Agee, John H. Burton, M.D., Nicholas C. Conte, David S. Hagadorn, Donald B. Halliwill, Cynda A. Johnson, M.D., Clifford A. Nottingham, M.D., Lauren J. Schantz, G. Robert Vaughan, Jr., Steve Arner, and Patrice M. Weiss, M.D., - Business relationship due to each serving as officers, directors, and/or employees of the same related organizations. |
| Form 990, Part VI, Section A, line 3 | Certain management and related services for the organization are provided by the management and employees of Carilion Services, Inc., a related and supporting organization of the filing organization. Some or all of the compensation of the following individuals listed in Part VII, Section A was provided by Carilion Services Inc.: Nancy Howell Agee, Steven C. Arner, Nicholas C. Conte, David S. Hagadorn, Donald B. Halliwill, Lauren J. Schantz, G. Robert Vaughan, Jr., and Patrice M. Weiss, M.D. |
| Form 990, Part VI, Section A, line 6 | 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, Section A, line 7a | 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, Section A, line 7b | The sole member of the organization, Carilion Clinic, holds reserved powers with respect to certain enumerated actions, including appointment of CEO; approval of borrowings, budgets, and strategic plans; and amendments of Articles of Incorporation and Bylaws. Approval by the Board of Directors of Carilion Clinic is required for such actions. In addition to the reserved powers, under the laws of the Commonwealth of Virginia, certain extraordinary actions require member approval, such as mergers, consolidations, liquidations, and the sale of substantially all of the assets of the organization. See also Schedule O disclosure for Form 990, Part VI, Section A, Line 7a. |
| Form 990, Part VI, Section B, line 11b | The Form 990 was prepared by Carilion's internal Tax Department with input from various Carilion departments as applicable, and reviewed by internal Accounting management and an independent CPA firm. The return was also reviewed with the Carilion Clinic Board of Directors Audit Committee. Prior to filing, all Board Members were notified by email of its availability on Carilion's Board portal, which is the mechanism used to disseminate meeting materials to the directors, and were encouraged to call with any questions they might have. |
| Form 990, Part VI, Section B, line 12c | Our organization monitors and reviews proposed and current transactions for conflicts of interest in a variety of ways. At the governing board level, we have board members complete an initial (upon appointment) and annual conflict of interest questionnaire to disclose actual or potential conflicts. Board members are required to update their disclosure as needed in between questionnaires. All disclosures are reviewed by the Organizational Integrity & Compliance Office and as needed escalated to the appropriate leaders/board members for further discussion/review. If a disclosure is viewed as an actual or potential conflict, an action is recommended to the Compliance Committee of the Carilion Clinic Board and implemented as approved. Actions can include recusal in discussion/voting at board meetings, limitation/termination of the transaction, removal from board appointment or other appropriate controls. In addition, at any time, board members are encouraged to disclose any potential conflicts as they arise at a board meeting and to recuse themselves as deemed appropriate. The same process takes place as described above for key employees (upon hire and annually thereafter), including all officers, members of the management team, physicians/mid-level practitioners, pharmacists and key supply chain buyers. After review and further discussion as needed, action may be required to manage an actual conflict or to reduce the appearance of such as approved by Organizational Integrity & Compliance Office and other key management team members. As needed, the governing board leaders are notified of any conflicts which may impact board proceedings. |
| Form 990, Part VI, Section B, line 15 | The organization has a single member, Carilion Clinic, a charitable tax-exempt organization which serves as the parent company of the Carilion Clinic integrated health care delivery system. Executive compensation is reviewed annually by the Carilion Clinic Board of Directors Compensation Committee. This Committee is made up of Board Members of Carilion Clinic who do not have a conflict of interest with any of the executives being reviewed. With respect to Carilion Clinic, the Compensation Committee reviews the compensation of the Board of Governors annually, which includes the President and Chief Executive Officer, Executive Vice Presidents, Chief Financial Officer, Chief Medical Officer, select Senior Vice Presidents, and physician Chairs of the Clinical Departments. This review was performed in October and November 2017 (President and CEO) and November 2017 and September 2018 (all others). For the fiscal year covered by this return, the Compensation Committee also used the same process to review the compensation of Senior Vice Presidents and other Disqualified Individuals, including the Hospital Vice Presidents, which was performed in November 2017 and September 2018. In addition, the Compensation Committee annually reviews the compensation philosophy for all executive leaders, which includes Vice Presidents, Senior Vice Presidents, Executive Vice Presidents, and the CEO, as well as the compensation philosophy for all employed physicians and physicians in leadership roles. Some officers of the organization who are not compensated in their capacity as an officer but rather in their role as employee in a position not mentioned above are not subject to Committee review. This review included review of a comprehensive report from an outside compensation consultant specializing in healthcare organizations for select positions and the prior year's report on all of the reviewed positions. The reports reviewed by the Committee included a detailed comparison of total compensation and each element thereof, including base salary, bonuses and other cash compensation, and benefits, including deferred and retirement benefits. Compensation was compared to both a national and regional peer group of organizations similar in size and structure to the organization, which list was reviewed by the Compensation Committee. The Compensation Committee maintained detailed minutes of its meetings, setting forth the deliberations and decisions of the Committee regarding the compensation of these executives. |
| Form 990, Part VI, Section C, line 19 | The organization's governing documents, conflict of interest statement, and financial statements are not generally available to the public, but are released from time to time upon request. The Articles of Incorporation are available from the Virginia State Corporation Commission. The consolidated audited financial statements of Carilion Clinic and of the Obligated Group are released to the local newspaper when requested. Limited financial information is available on our website. |
| Form 990, Part XI, line 9: | Transfers to Affiliates -54,284,241. Pension-related changes other than net periodic pension costs 77,103,733. Deferred Grant Overhead 131,672. |
| Form 990, Schedule H, Part V, Section A, Line 1: | https://carilionclinic.org/locations/carilion-roanoke-memorial-hospital Form 990, Schedule H, Part V, Section A, Line 2: https://carilionclinic.org/locations/carilion-roanoke-community-hospital |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RMH Emergency Services LLC | 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) |
|---|---|---|
| EIN | 541686589 | EIN |
| Primary Activities | Physician billing | PrimaryActivitiesTxt |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Total Income | $0 | TotalIncomeAmt |
| End Of Year Assets | $0 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Carilion Medical Center | BusinessNameLine1Txt |
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 | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Carilion Clinic | |||||||||||
| PO Box 12385 | Roanoke | VA | 24025 | 541190771 | Supporting organization | VA | 501(c)(3) | Line 12b, II | N/A | 0 | |
| Carilion Clinic Foundation | |||||||||||
| PO Box 12385 | Roanoke | VA | 24025 | 541190773 | Fundraising | VA | 501(c)(3) | Line 7 | Yes (1) | Carilion Clinic | |
| Carilion Franklin Memorial Hospital | |||||||||||
| PO Box 12385 | Roanoke | VA | 24025 | 540480606 | Healthcare | VA | 501(c)(3) | Line 3 | Yes (1) | Carilion Clinic | |
| Carilion Giles Community Hospital | |||||||||||
| PO Box 12385 | Roanoke | VA | 24025 | 540549603 | Healthcare | VA | 501(c)(3) | Line 3 | Yes (1) | Carilion Clinic | |
| Carilion New River Valley Medical Center | |||||||||||
| PO Box 12385 | Roanoke | VA | 24025 | 540553805 | Healthcare | VA | 501(c)(3) | Line 3 | Yes (1) | Carilion Clinic | |
| Carilion Services Inc | |||||||||||
| PO Box 12385 | Roanoke | VA | 24025 | 541190879 | Supporting organization | VA | 501(c)(3) | Line 12b, II | Yes (1) | Carilion Clinic | |
| Carilion Stonewall Jackson Hospital | |||||||||||
| PO Box 12385 | Roanoke | VA | 24025 | 540568001 | Healthcare | VA | 501(c)(3) | Line 3 | Yes (1) | Carilion Clinic | |
| Carilion Tazewell Community Hospital | |||||||||||
| PO Box 12385 | Roanoke | VA | 24025 | 546074580 | Healthcare | VA | 501(c)(3) | Line 3 | Yes (1) | Carilion Clinic | |
| Carilion Biomedical Institute | |||||||||||
| PO Box 12385 | Roanoke | VA | 24025 | 541965057 | Supporting organization | VA | 501(c)(3) | Line 12a, I | Yes (1) | Carilion Clinic | |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd | OwnershipOwnershipPct |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Franklin County Ventures LLC | |||||||||||||
| PO Box 12385 | Roanoke | VA | 24025 | 474365316 | Real estate | VA | Carilion Clinic | Related | $2,530 | $39,466 | 0 | 0 | 0.10000 |
| Carilion Clinic Medicare Shared Savings Company LLC | |||||||||||||
| PO Box 12385 | Roanoke | VA | 24025 | 455235473 | Medicare HMO | VA | Carilion Clinic | Related | $2,500,000 | $2,500,000 | 0 | 0 | 0.50000 |
| Community Medical Associates LLP | |||||||||||||
| PO Box 12385 | Roanoke | VA | 24025 | 541517662 | Real estate | VA | Carilion Clinic | Related | $492,597 | $707,131 | 0 | 0 | 0.47300 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CHS Inc | |||||||||||||
| PO Box 12385 | Roanoke | VA | 24025 | 541725732 | Services | VA | N/A | C | Yes (1) | ||||
| Carilion Clinic Medicare Resources LLC | |||||||||||||
| PO Box 12385 | Roanoke | VA | 24025 | 263729975 | Medicare HMO | VA | N/A | C | Yes (1) | ||||
| Carilion Behavioral Health Inc | |||||||||||||
| PO Box 12385 | Roanoke | VA | 24025 | 203136891 | Healthcare | VA | N/A | C | Yes (1) | ||||
| Carilion Emergency Services Inc | |||||||||||||
| PO Box 12385 | Roanoke | VA | 24025 | 542033006 | Healthcare | VA | N/A | C | Yes (1) | ||||
| SCA Credit Services Inc | |||||||||||||
| PO Box 12385 | Roanoke | VA | 24025 | 541180398 | Collection Agency | VA | N/A | C | Yes (1) | ||||
| Carilion Healthcare Corporation | |||||||||||||
| PO Box 12385 | Roanoke | VA | 24025 | 541586601 | Healthcare | VA | N/A | C | Yes (1) | ||||
| MedKey Inc | |||||||||||||
| PO Box 12385 | Roanoke | VA | 24025 | 541645357 | Financing Services | VA | N/A | C | Yes (1) | ||||
| Sprott Private Resource Lending (C-Co-Invest) LP | |||||||||||||
| 981378742 | Investments | N/A | C | 0 | 200 Bay Street Suite 2700 | Toronto | CA | CA | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (1) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (1) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (25 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Carilion Clinic Foundation | ||
| A | $31,992 | Cost |
| Carilion Emergency Services | ||
| A | $94,524 | Cost |
| Carilion Healthcare Corporation | ||
| A | $26,592 | Cost |
| Carilion Services Inc | ||
| A | $1,681,789 | Cost |
| CHS Inc | ||
| A | $74,873 | Cost |
| Carilion Emergency Services | ||
| L | $233,859 | Cost |
| Carilion Franklin Memorial Hospital | ||
| L | $2,398,284 | Cost |
| Carilion Giles Community Hospital | ||
| L | $1,432,410 | Cost |
| Carilion Healthcare Corporation | ||
| L | $322,522 | Cost |
| Carilion New River Valley Medical Center | ||
| L | $3,534,153 | Cost |
| Carilion Services Inc | ||
| L | $2,033,330 | Cost |
| Carilion Stonewall Jackson Hospital | ||
| L | $1,597,089 | Cost |
| Carilion Tazewell Community Hospital | ||
| L | $1,858,708 | Cost |
| MedKey Inc | ||
| L | $471,635 | Cost |
| Carilion Behavioral Health | ||
| M | $133,606 | Cost |
| Carilion Giles Community Hospital | ||
| M | $58,219 | Cost |
| Carilion New River Valley Medical Center | ||
| K | $82,332 | Cost |
| Carilion Services Inc | ||
| K | $55,380 | Cost |
| Carilion Services Inc | ||
| M | $170,507,147 | Cost |
| Carilion Stonewall Jackson Hospital | ||
| M | $75,006 | Cost |
| Carilion Tazewell Community Hospital | ||
| K | $149,763 | Cost |
| CHS Inc | ||
| K | $2,451,399 | Cost |
| CHS Inc | ||
| M | $5,884,894 | Cost |
| SCA Credit Services Inc | ||
| M | $1,026,833 | Cost |
| Carilion Services Inc | ||
| R | $54,906,591 | Cash |