CARILION MEDICAL CENTER: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization: CARILION MEDICAL CENTER (EIN 54-0506332)
Tax period: 2012-10-01 to 2013-09-30
Filed: 2014-08-13
IRS object ID: 201412259349301236
Schema version: 2012v2.1
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 G
Schedule H
Schedule I
Schedule J
Schedule K
Schedule L
Schedule M
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2014-08-13T10:37:25-05:00	Timestamp
Tax Period End Date	2013-09-30	TaxPeriodEndDate

Preparer Firm PreparerFirm

Field	Value	IRS element (for citing)
EIN	861065772	EIN

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Deloitte Tax LLP	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	424 Church Street	AddressLine1
City	Nashville	City
State	TN	State
ZIP Code	37219	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990	ReturnType
Tax Period Begin Date	2012-10-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	540506332	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	CARILION MEDICAL CENTER	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	CARI	NameControl
Phone	5402245112	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 12385	AddressLine1
City	ROANOKE	City
State	VA	State
ZIP Code	240252385	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	Donald Halliwill	Name
Title	Chief Financial Officer	Title
Phone	5402245112	Phone
Date Signed	2014-08-13	DateSigned
Authorize Third Party	1	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	Francis J Bedard	Name
PTIN	P00752421	PTIN
Phone	6152591811	Phone

Field	Value	IRS element (for citing)
Tax Year	2012	TaxYear
Build TS	2015-11-30 17:44:51Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Name Of Principal Officer Person	Nancy Howell Agee	NameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

Field	Value	IRS element (for citing)
Address Line1	PO BOX 12385	AddressLine1
City	ROANOKE	City
State	VA	State
ZIP Code	240252385	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	1856246897	GrossReceipts
Group Return For Affiliates	0	GroupReturnForAffiliates
Organization501c3	X	Organization501c3
Web Site	www.carilionclinic.org	WebSite
Type Of Organization Corporation	X	TypeOfOrganizationCorporation
Year Formation	1899	YearFormation
State Legal Domicile	VA	StateLegalDomicile
Activity Or Mission Description	See Schedule O.Carilion Medical Center, comprised of Carilion Roanoke Memorial Hospital and Carilion Roanoke Community Hospital, is committed to a common purpose of better patient care, better community health, and lower cost. One of the largest hospitals in Virginia, Carilion Roanoke Memorial Hospital is a 703-bed hospital and additional 60-bed Neonatal Intensive Care Unit. The Medical Center provides Level 1 Trauma care, medical residency and fellowship programs, and advanced specialty care.	ActivityOrMissionDescription
Nbr Voting Members Governing Body	13	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	6	NbrIndependentVotingMembers
Total Nbr Employees	7483	TotalNbrEmployees
Total Nbr Volunteers	649	TotalNbrVolunteers
Total Gross UBI	61940	TotalGrossUBI
Net Unrelated Business Txbl Income	0	NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year	3430284	ContributionsGrantsPriorYear
Contributions Grants Current Year	8251503	ContributionsGrantsCurrentYear
Program Service Revenue Prior Year	922662801	ProgramServiceRevenuePriorYear
Program Service Revenue CY	1006170318	ProgramServiceRevenueCY
Investment Income Prior Year	9721278	InvestmentIncomePriorYear
Investment Income Current Year	35907354	InvestmentIncomeCurrentYear
Other Revenue Prior Year	37512596	OtherRevenuePriorYear
Other Revenue Current Year	24992274	OtherRevenueCurrentYear
Total Revenue Prior Year	973326959	TotalRevenuePriorYear
Total Revenue Current Year	1075321449	TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year	828922	GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY	565382	GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year	0	BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Prior Year	457445622	SalariesEtcPriorYear
Salaries Etc Current Year	486483508	SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year	0	TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY	0	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	381993	TotalFundrsngExpCurrentYear
Other Expense Prior Year	477968291	OtherExpensePriorYear
Other Expenses Current Year	513804035	OtherExpensesCurrentYear
Total Expenses Prior Year	936242835	TotalExpensesPriorYear
Total Expenses Current Year	1000852925	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	37084124	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	74468524	RevenuesLessExpensesCY
Total Assets BOY	979661849	TotalAssetsBOY
Total Assets EOY	1065046581	TotalAssetsEOY
Total Liabilities BOY	769565549	TotalLiabilitiesBOY
Total Liabilities EOY	636793452	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	210096300	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	428253129	NetAssetsOrFundBalancesEOY
Info In Schedule O Part III	X	InfoInScheduleOPartIII
Mission Description	See Schedule O.Carilion Medical Center, that includes Carilion Roanoke Memorial Hospital and Carilion Roanoke Community Hospital, is part of Carilion Clinic, a not-for-profit healthcare organization serving one million people in Virginia through hospitals, outpatient specialty centers and advanced primary care practices. Led by multi-specialty physician teams with a shared philosophy that puts the patient first, Carilion is committed to improving health outcomes for every patient while advancing the quality of care through medial education and research.Our mission is to improve the health of the communities we serve.	MissionDescription
Significant New Program Services	0	SignificantNewProgramServices
Significant Change	0	SignificantChange
Expense	887331857	Expense
Grants	565382	Grants
Revenue	1026823152	Revenue
Description	See Schedule O:	Description
Total Program Service Expense	887331857	TotalProgramServiceExpense
Described In501 C3	1	DescribedIn501C3
Schedule B Required	1	ScheduleBRequired
Political Activities	0	PoliticalActivities
Lobbying Activities	1	LobbyingActivities
Subject To Proxy Tax	0	SubjectToProxyTax
Donor Advised Funds	0	DonorAdvisedFunds
Conservation Easements	0	ConservationEasements
Collections Of Art	0	CollectionsOfArt
Credit Counseling	0	CreditCounseling
Term Or Permanent Endowments	1	TermOrPermanentEndowments
Report Land Bldg Equip	1	ReportLandBldgEquip
Report Invest Oth Securities	0	ReportInvestOthSecurities
Report Prog Rel Invest	0	ReportProgRelInvest
Report Other Assets	0	ReportOtherAssets
Report Other Liabilities	1	ReportOtherLiabilities
Report Fin48 Footnote	1	ReportFin48Footnote
Independent Audit Financial Stmt	0	IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt	1	ConsolidatedAuditFinancialStmt
School	0	School
Foreign Office	0	ForeignOffice
Foreign Activities	0	ForeignActivities
More Than5000 K To Organizations	0	MoreThan5000KToOrganizations
More Than5000 K To Individuals	0	MoreThan5000KToIndividuals
Professional Fundraising	0	ProfessionalFundraising
Fundraising Activities	1	FundraisingActivities
Gaming	0	Gaming
Hospital	1	Hospital
Financial Stmt Attached	1	FinancialStmtAttached
Grants To Organizations	1	GrantsToOrganizations
Grants To Individuals	1	GrantsToIndividuals
Schedule J Required	1	ScheduleJRequired
Tax Exempt Bonds	1	TaxExemptBonds
Invest Tax Exempt Bonds	0	InvestTaxExemptBonds
Escrow Account	0	EscrowAccount
On Behalf Of Issuer	0	OnBehalfOfIssuer
Excess Benefit Transaction	0	ExcessBenefitTransaction
Prior Excess Benefit Transaction	0	PriorExcessBenefitTransaction
Loan To Officer Or DQP	0	LoanToOfficerOrDQP
Grant To Related Person	0	GrantToRelatedPerson
Bsnss Rltnshp With Organization	0	BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member	0	BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp	1	OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions	1	DeductibleNonCashContributions
Deductible Contributions Of Art	0	DeductibleContributionsOfArt
Terminated	0	Terminated
Partial Liquidation	0	PartialLiquidation
Disregarded Entity	1	DisregardedEntity
Related Entity	1	RelatedEntity
Related Org Controlled Entity	0	RelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl Org	0	TransfersToExemptNonChrtblOrg
Activities Conducted Partnership	0	ActivitiesConductedPartnership
Schedule O Required	1	ScheduleORequired
Number Forms Transmitted With1096	0	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Compliance With Backup Witholding	1	ComplianceWithBackupWitholding
Number Of Employees	7483	NumberOfEmployees
Employment Tax Returns Filed	1	EmploymentTaxReturnsFiled
Unrelated Business Income	1	UnrelatedBusinessIncome
Form990-T Filed	1	Form990-TFiled
Foreign Financial Account	1	ForeignFinancialAccount
Name Of Foreign Country	CA	NameOfForeignCountry
Name Of Foreign Country	CJ	NameOfForeignCountry
Name Of Foreign Country	EI	NameOfForeignCountry
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTrans
Taxable Party Notification	0	TaxablePartyNotification
Non Deductible Contributions	0	NonDeductibleContributions
Quid Pro Quo Contributions	1	QuidProQuoContributions
Quid Pro Quo Disclosure	1	QuidProQuoDisclosure
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOf
Funds To Pay Premiums	0	FundsToPayPremiums
Premiums Paid	0	PremiumsPaid
Indoor Tanning Services	0	IndoorTanningServices
Info In Schedule O Part VI	X	InfoInScheduleOPartVI
Nbr Voting Governing Body Members	13	NbrVotingGoverningBodyMembers
Number Independent Voting Members	6	NumberIndependentVotingMembers
Family Or Business Relationship	0	FamilyOrBusinessRelationship
Delegation Of Management Duties	1	DelegationOfManagementDuties
Changes To Organizing Docs	0	ChangesToOrganizingDocs
Material Diversion Or Misuse	0	MaterialDiversionOrMisuse
Members Or Stockholders	1	MembersOrStockholders
Election Of Board Members	1	ElectionOfBoardMembers
Decisions Subject To Approval	1	DecisionsSubjectToApproval
Minutes Of Governing Body	1	MinutesOfGoverningBody
Minutes Of Committees	1	MinutesOfCommittees
Officer Mailing Address	0	OfficerMailingAddress
Local Chapters	0	LocalChapters
Form990 Provided To Governing Body	1	Form990ProvidedToGoverningBody
Conflict Of Interest Policy	1	ConflictOfInterestPolicy
Annual Disclosure Covered Persons	1	AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement	1	RegularMonitoringEnforcement
Whistleblower Policy	1	WhistleblowerPolicy
Document Retention Policy	1	DocumentRetentionPolicy
Compensation Process CEO	1	CompensationProcessCEO
Compensation Process Other	1	CompensationProcessOther
Investment In Joint Venture	1	InvestmentInJointVenture
Written Policy Or Procedure	1	WrittenPolicyOrProcedure
States Where Copy Of Return Is Filed	VA	StatesWhereCopyOfReturnIsFiled
Other Website	X	OtherWebsite
Upon Request	X	UponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

Field	Value	IRS element (for citing)
Business Name Line1	The Corporation	BusinessNameLine1

Field	Value	IRS element (for citing)
Telephone Number	5402245112	TelephoneNumber

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	213 S Jefferson St	AddressLine1
City	Roanoke	City
State	VA	State
ZIP Code	24011	ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (35 entries)

TitleTitle	Average Hours Per WeekAverageHoursPerWeek	Average Hours Per Week RelatedAverageHoursPerWeekRelated	Individual Trustee Or DirectorIndividualTrusteeOrDirector	Reportable Comp From OrganizationReportableCompFromOrganization	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Other CompensationOtherCompensation	OfficerOfficer	Highest Compensated EmployeeHighestCompensatedEmployee	FormerFormer
John Burton MD
Director/VP Medical Affairs	50.00	0.00	X	403203	0	34140
James Cain MD
Director/Chief of Medical Staff	2.00	0.00	X	0	0	0
David Carson
Director	2.00	0.00	X	0	0	0
George Cartledge III
Director	2.00	0.00	X	0	0	0
Beth Doughty
Director	2.00	0.00	X	0	0	0
Cynda Johnson MD
Director/Dean of VTCSOM	2.00	48.00	X	0	532725	69223
Stephen Musselwhite
Director	2.00	0.00	X	0	0	0
Clifford Nottingham MD
Director/physician employee	2.00	48.00	X	0	349949	150757
Philip Shiner MD
Director/physician employee	50.00	0.00	X	203499	0	35477
Onzlee Ware
Director	2.00	0.00	X	0	0	0
Patrice Weiss MD
Director/Chair	50.00	0.00	X	444036	0	50494
Ralph Whatley MD
Director/SVP Chair	50.00	0.00	X	444630	0	62392
Damon Williams
Director	2.00	0.00	X	0	0	0
Victor Iannello
Chairman/Director	2.00	0.00	X	0	9441	0	X
R Steve Blanks
Vice Chair/Director	2.00	0.00	X	0	9000	0	X
Nancy Howell Agee
President/CEO/Director	2.00	48.00	X	0	1124997	837490	X
Steve Arner
COO/SVP	50.00	0.00		266239	0	77567	X
Thomas Denberg MD
EVP/Chief Strategy Officer	50.00	0.00		0	0	0	X
Briggs Andrews
Secretary/SVP	2.00	48.00		0	387488	344297	X
Donald Lorton
Treasurer/EVP	2.00	48.00		0	756751	353047	X
G Robert Vaughan Jr
Treasurer/VP	2.00	48.00		0	234629	107885	X
R Wayne Gandee MD
EVP/Chief Medical Officer	50.00	0.00		689694	0	59113	X
Maxine Lee MD
VP-Medical Affairs	50.00	0.00		267100	0	22561	X
Donald Halliwill
CFO/Asst. Treasurer/SVP	2.00	48.00		0	261453	102501	X
David Hagadorn
Asst. Treasurer	2.00	48.00		0	106141	26365	X
Rachel Mabe
Asst. Secretary	2.00	48.00		0	67010	32710	X
Lauren Chen
Asst. Secretary	2.00	48.00		0	2800	0	X
Gary Simonds MD
Physician	50.00	0.00		1376853	0	81789		X
Jonathan Carmouche MD
Physician	50.00	0.00		1339609	0	28203		X
Nicholas Qandah MD
Physician	50.00	0.00		1222179	0	20900		X
Joseph Moskal MD
Physician	50.00	0.00		1202806	0	46126		X
Cay Mierisch MD
Physician	50.00	0.00		1001548	0	57129		X
Rayburn Thompson
Former EVP	0.00	0.00		0	697626	181304			X
Hugh Thornhill
Former EVP	0.00	0.00		0	516527	372036			X
Joan Fisher MD
Former Director/Chief Medical Staff	0.00	0.00		129784	0	74975			X

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	8991180	TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs	5056537	TotalReportableCompFrmRltdOrgs
Total Other Compensation	3228481	TotalOtherCompensation
Number Individuals GT100 K	587	NumberIndividualsGT100K
Formers Listed	1	FormersListed
Total Comp GT150 K	1	TotalCompGT150K
Compensation From Other Sources	0	CompensationFromOtherSources

Contractor Compensation ContractorCompensation (5 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1	CityAddressOfContractor/AddressUS/City	StateAddressOfContractor/AddressUS/State	ZIP CodeAddressOfContractor/AddressUS/ZIPCode	Description Of ServicesDescriptionOfServices	CompensationCompensation
Soltas Lab Partners Group LLC
PO Box 751337	Charlotte	NC	28275	Laboratory Services	26318794
Siemens Medical Solutions USA Inc
51 Valley Stream Parkway	Malvern	PA	19355	Equipment Maintenance	3575614
Foodservice Partners of Virginia
2823 Franklin Road - Building B	Roanoke	VA	24014	Food Service	2049713
Anesthesiology Consultants of Virginia
PO Box 13306	Roanoke	VA	24032	Anesthesiology Services	1854353
Weatherby Locums Inc
PO Box 972633	Dallas	TX	75397	Physician Services	1847429

Field	Value	IRS element (for citing)
Number Of Contractors GT100 K	92	NumberOfContractorsGT100K
Federated Campaigns	691934	FederatedCampaigns
Fundraising Events	128277	FundraisingEvents
Government Grants	6806204	GovernmentGrants
All Other Contributions	625088	AllOtherContributions
Noncash Contributions	36555	NoncashContributions
Total Contributions	8251503	TotalContributions

Program Service Revenue ProgramServiceRevenue (5 entries)

DescriptionDescription	Business CodeBusinessCode	Total Revenue ColumnTotalRevenueColumn	Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome
Net Patient Revenue	900099	970056949	970056949
College Tuition/Other	900099	22575914	22575914
Program-related Investments	900099	11870266	11870266
Clinical Research	900099	1065851	1065851
Other Health Eductaion	900099	601338	601338

Field	Value	IRS element (for citing)
Total Program Service Revenue	1006170318	TotalProgramServiceRevenue

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	28029859	TotalRevenueColumn
Unrelated Business Revenue	61940	UnrelatedBusinessRevenue
Exclusion	$27,967,919	ExclusionAmount

Income From Invest Bond Proceeds IncomeFromInvestBondProceeds

Field	Value	IRS element (for citing)
Total Revenue Column	59	TotalRevenueColumn
Exclusion	$59	ExclusionAmount

Gross Rents GrossRents

Field	Value	IRS element (for citing)
Real	1606363	Real

Less Rental Expenses LessRentalExpenses

Field	Value	IRS element (for citing)
Real	0	Real

Rental Income Or Loss RentalIncomeOrLoss

Field	Value	IRS element (for citing)
Real	1606363	Real

Net Rental Income Or Loss NetRentalIncomeOrLoss

Field	Value	IRS element (for citing)
Total Revenue Column	1606363	TotalRevenueColumn
Exclusion	$1,606,363	ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

Field	Value	IRS element (for citing)
Securities	788723469	Securities
Other	12495	Other

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

Field	Value	IRS element (for citing)
Securities	780818406	Securities
Other	40122	Other

Gain Or Loss GainOrLoss

Field	Value	IRS element (for citing)
Securities	7905063	Securities
Other	-27627	Other

Net Gain Or Loss Investments NetGainOrLossInvestments

Field	Value	IRS element (for citing)
Total Revenue Column	7877436	TotalRevenueColumn
Exclusion	$7,877,436	ExclusionAmount

Field	Value	IRS element (for citing)
Gross Income Fundraising Events	56827	GrossIncomeFundraisingEvents
Cntrbtns Rprtd Fundraising Events	128277	CntrbtnsRprtdFundraisingEvents
Fundraising Direct Expenses	66920	FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

Field	Value	IRS element (for citing)
Total Revenue Column	-10093	TotalRevenueColumn
Exclusion	-$10,093	ExclusionAmount

Other Revenue Misc OtherRevenueMisc (3 entries)

DescriptionDescription	Business CodeBusinessCode	Total Revenue ColumnTotalRevenueColumn	Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome	ExclusionExclusionAmount
Other Revenues	900099	8022926	8022926
EHR Incentive Income	900099	5129791	5129791
Cafeteria & Vending Income	900099	2743170		$2,743,170

Miscellaneous Revenue MiscellaneousRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	7500117	TotalRevenueColumn
Related Or Exempt Function Income	7500117	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Other Revenue	23396004	TotalOtherRevenue

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	1075321449	TotalRevenueColumn
Related Or Exempt Function Income	1026823152	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	61940	UnrelatedBusinessRevenue
Exclusion	$40,184,854	ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

Field	Value	IRS element (for citing)
Total	216792	Total
Program Services	216792	ProgramServices

Grants To Domestic Individuals GrantsToDomesticIndividuals

Field	Value	IRS element (for citing)
Total	348590	Total
Program Services	348590	ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

Field	Value	IRS element (for citing)
Total	2880407	Total
Program Services	2880407	ProgramServices

Other Salaries And Wages OtherSalariesAndWages

Field	Value	IRS element (for citing)
Total	397113959	Total
Program Services	396709959	ProgramServices
Management And General	200411	ManagementAndGeneral
Fundraising	203589	Fundraising

Pension Plan Contributions PensionPlanContributions

Field	Value	IRS element (for citing)
Total	35608897	Total
Program Services	35608897	ProgramServices

Other Employee Benefits OtherEmployeeBenefits

Field	Value	IRS element (for citing)
Total	25684878	Total
Program Services	25564456	ProgramServices
Management And General	63029	ManagementAndGeneral
Fundraising	57393	Fundraising

Payroll Taxes PayrollTaxes

Field	Value	IRS element (for citing)
Total	25195367	Total
Program Services	25195367	ProgramServices

Fees For Services Management FeesForServicesManagement

Field	Value	IRS element (for citing)
Total	105452080	Total
Management And General	105452080	ManagementAndGeneral

Fees For Services Legal FeesForServicesLegal

Field	Value	IRS element (for citing)
Total	273870	Total
Management And General	273870	ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	28393	Total
Management And General	28393	ManagementAndGeneral

Fees For Services Lobbying FeesForServicesLobbying

Field	Value	IRS element (for citing)
Total	55116	Total
Program Services	55116	ProgramServices

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

Field	Value	IRS element (for citing)
Total	705766	Total
Management And General	705766	ManagementAndGeneral

Fees For Services Other FeesForServicesOther

Field	Value	IRS element (for citing)
Total	80824883	Total
Program Services	78936991	ProgramServices
Management And General	1885102	ManagementAndGeneral
Fundraising	2790	Fundraising

Advertising Advertising

Field	Value	IRS element (for citing)
Total	275428	Total
Program Services	250470	ProgramServices
Fundraising	24958	Fundraising

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	16859553	Total
Program Services	16605870	ProgramServices
Management And General	237634	ManagementAndGeneral
Fundraising	16049	Fundraising

Information Technology InformationTechnology

Field	Value	IRS element (for citing)
Total	1726470	Total
Program Services	1726470	ProgramServices

Occupancy Occupancy

Field	Value	IRS element (for citing)
Total	22276775	Total
Program Services	22117694	ProgramServices
Management And General	146187	ManagementAndGeneral
Fundraising	12894	Fundraising

Travel Travel

Field	Value	IRS element (for citing)
Total	2332594	Total
Program Services	2274459	ProgramServices
Management And General	53443	ManagementAndGeneral
Fundraising	4692	Fundraising

Interest Interest

Field	Value	IRS element (for citing)
Total	16944233	Total
Program Services	16944233	ProgramServices

Depreciation Depletion DepreciationDepletion

Field	Value	IRS element (for citing)
Total	42228456	Total
Program Services	42228456	ProgramServices

Insurance Insurance

Field	Value	IRS element (for citing)
Total	14077184	Total
Program Services	10232871	ProgramServices
Management And General	3844313	ManagementAndGeneral

Other Expenses OtherExpenses (4 entries)

DescriptionDescription	TotalTotal	Program ServicesProgramServices	Management And GeneralManagementAndGeneral	FundraisingFundraising
Medical Supplies	136453329	136451203	2126
Bad Debt	63637534	63637534
College Expense	4738431	4738431
Dues & Subscriptions	1936818	1685244	193931	57643

All Other Expenses AllOtherExpenses

Field	Value	IRS element (for citing)
Total	2977122	Total
Program Services	2922347	ProgramServices
Management And General	52790	ManagementAndGeneral
Fundraising	1985	Fundraising

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	1000852925	Total
Program Services	887331857	ProgramServices
Management And General	113139075	ManagementAndGeneral
Fundraising	381993	Fundraising

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	22574	BOY
EOY	22624	EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Field	Value	IRS element (for citing)
BOY	4351921	BOY
EOY	4541445	EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

Field	Value	IRS element (for citing)
BOY	744167	BOY
EOY	1161316	EOY

Accounts Receivable AccountsReceivable

Field	Value	IRS element (for citing)
BOY	121581669	BOY
EOY	148860087	EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

Field	Value	IRS element (for citing)
BOY	1203257	BOY
EOY	416942	EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

Field	Value	IRS element (for citing)
BOY	6091512	BOY
EOY	5180565	EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Field	Value	IRS element (for citing)
BOY	29234750	BOY
EOY	6465957	EOY

Field	Value	IRS element (for citing)
Land Buildings Equipment Basis	973940695	LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec	724721902	LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
BOY	263180786	BOY
EOY	249218793	EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

Field	Value	IRS element (for citing)
BOY	524032480	BOY
EOY	615949861	EOY

Investments Other Securities InvestmentsOtherSecurities

Field	Value	IRS element (for citing)
BOY	22055359	BOY
EOY	26213104	EOY

Investments Program Related InvestmentsProgramRelated

Field	Value	IRS element (for citing)
EOY	1000	EOY

Intangible Assets IntangibleAssets

Field	Value	IRS element (for citing)
EOY	60947	EOY

Other Assets Total OtherAssetsTotal

Field	Value	IRS element (for citing)
BOY	7163374	BOY
EOY	6953940	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	979661849	BOY
EOY	1065046581	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	105296871	BOY
EOY	119482454	EOY

Deferred Revenue DeferredRevenue

Field	Value	IRS element (for citing)
BOY	5867148	BOY
EOY	6063277	EOY

Tax Exempt Bond Liabilities TaxExemptBondLiabilities

Field	Value	IRS element (for citing)
BOY	383826690	BOY
EOY	376424317	EOY

Unsecured Notes Loans Payable UnsecuredNotesLoansPayable

Field	Value	IRS element (for citing)
BOY	100000	BOY
EOY	50000	EOY

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
BOY	274474840	BOY
EOY	134773404	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	769565549	BOY
EOY	636793452	EOY

Field	Value	IRS element (for citing)
Follow SFAS117	X	FollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	191609666	BOY
EOY	408293768	EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	6610725	BOY
EOY	8083452	EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	11875909	BOY
EOY	11875909	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	210096300	BOY
EOY	428253129	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	979661849	BOY
EOY	1065046581	EOY

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	X	InfoInScheduleOPartXI
Reconcilation Revenue Expenses	74468524	ReconcilationRevenueExpenses
Reconciliation Unrealized Invest	43130807	ReconciliationUnrealizedInvest
Reconcilation Other Changes	100557498	ReconcilationOtherChanges
Method Of Accounting Accrual	X	MethodOfAccountingAccrual
Accountant Compile Or Review	0	AccountantCompileOrReview
FS Audited	1	FSAudited

FS Audited Basis FSAuditedBasis

Field	Value	IRS element (for citing)
Financial Statement Consolidated	X	FinancialStatementConsolidated

Field	Value	IRS element (for citing)
Audit Committee	1	AuditCommittee
Federal Grant Audit Required	1	FederalGrantAuditRequired
Federal Grant Audit Performed	1	FederalGrantAuditPerformed

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Hospital170b1 Aiii	X	Hospital170b1Aiii

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

Field	Value	IRS element (for citing)
Contributor Number	RESTRICTED	ContributorNumber

Contributor Name Business ContributorNameBusiness

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor Address US ContributorAddressUS

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Aggregate Contributions	RESTRICTED	AggregateContributions

Schedule C IRS990ScheduleC

Field	Value	IRS element (for citing)
Volunteers	0	Volunteers
Paid Staff Or Management	0	PaidStaffOrManagement
Media Advertisements	0	MediaAdvertisements
Mailings Members	0	MailingsMembers
Publications Or Broadcast	0	PublicationsOrBroadcast
Grants Other Organizations	0	GrantsOtherOrganizations
Direct Contact Legislators	0	DirectContactLegislators
Rallies Demonstrations	0	RalliesDemonstrations
Other Activities	1	OtherActivities
Other Activities	$55,116	OtherActivitiesAmount
Total Lobbying Expenditures IIB	55116	TotalLobbyingExpendituresIIB
Not Described In501c3	0	NotDescribedIn501c3

Form990 Schedule C Part IV Form990ScheduleCPartIV

Field	Value	IRS element (for citing)
Identifier	Explanation of Lobbying Activities:	Identifier
Return Reference	Part II-B, Line 1:	ReturnReference
Explanation	Portion of dues paid to American Hospital Association, Virginia Hospital and Healthcare Association and Association of American Medical Colleges spent on lobbying.	Explanation

Schedule D IRS990ScheduleD

Current Year CurrentYear

Field	Value	IRS element (for citing)
Beginning Of Year Balance	14955835	BeginningOfYearBalance
Investment Earnings Or Losses	1798131	InvestmentEarningsOrLosses
Other Expenditures	776080	OtherExpenditures
End Of Year Balance	15977886	EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

Field	Value	IRS element (for citing)
Beginning Of Year Balance	14218996	BeginningOfYearBalance
Investment Earnings Or Losses	1514015	InvestmentEarningsOrLosses
Other Expenditures	777176	OtherExpenditures
End Of Year Balance	14955835	EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

Field	Value	IRS element (for citing)
Beginning Of Year Balance	14308087	BeginningOfYearBalance
Investment Earnings Or Losses	540534	InvestmentEarningsOrLosses
Other Expenditures	629626	OtherExpenditures
End Of Year Balance	14218995	EndOfYearBalance

Current Year Minus3 Years CurrentYearMinus3Years

Field	Value	IRS element (for citing)
Beginning Of Year Balance	14015347	BeginningOfYearBalance
Investment Earnings Or Losses	1036467	InvestmentEarningsOrLosses
Other Expenditures	743727	OtherExpenditures
End Of Year Balance	14308087	EndOfYearBalance

Current Year Minus4 Years CurrentYearMinus4Years

Field	Value	IRS element (for citing)
Beginning Of Year Balance	14692907	BeginningOfYearBalance
Investment Earnings Or Losses	-147078	InvestmentEarningsOrLosses
Other Expenditures	530482	OtherExpenditures
End Of Year Balance	14015347	EndOfYearBalance

Field	Value	IRS element (for citing)
Board Designated EOY Balance	0.25670	BoardDesignatedEOYBalance
Permanent Endowment EOY Balance	0.74330	PermanentEndowmentEOYBalance
Term Endowment EOY Balance	0.00000	TermEndowmentEOYBalance
Endowments Held By Unrelated Orgs	0	EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs	0	EndowmentsHeldByRelatedOrgs

Land Land

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	3616529	OtherCostOrOtherBasis
Book Value	3616529	BookValue

Buildings Buildings

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	423671031	OtherCostOrOtherBasis
Depreciation	258682083	Depreciation
Book Value	164988948	BookValue

Leasehold Improvements LeaseholdImprovements

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	2690464	OtherCostOrOtherBasis
Depreciation	2451466	Depreciation
Book Value	238998	BookValue

Equipment Equipment

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	536047307	OtherCostOrOtherBasis
Depreciation	457510430	Depreciation
Book Value	78536877	BookValue

Other Land Buildings OtherLandBuildings

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	7915364	OtherCostOrOtherBasis
Depreciation	6077923	Depreciation
Book Value	1837441	BookValue

Field	Value	IRS element (for citing)
Total Of Book Value Land Buildings	249218793	TotalOfBookValueLandBuildings

Other Liabilities OtherLiabilities (4 entries)

DescriptionDescription	AmountAmount
Qualified Pension Liability	$110,992,362
Unrealized Swap losses	$23,603,239
Nonqualified Pension Liability	$149,766
Other	$28,037

Field	Value	IRS element (for citing)
Total Of Amounts	134773404	TotalOfAmounts
Footnote In Part XIII	X	FootnoteInPartXIII

Form990 Schedule D Part XIII Form990ScheduleDPartXIII (2 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
Description of Intended Use of Endowment Funds:	Part V, Line 4:	Income from the endowment funds are used for the following: (1) Pediatric programs, both internal and external and/or pediatric equipment. (2) Patient indigent care.
Description of Uncertain Tax Positions Under FIN 48:	Part X, Line 2:	Carilion had no material unrecognized tax benefits and no adjustments to its consolidated financial statements were required as of and for the years ended September 30, 2013 and 2012. Carilion does not expect that unrecognized tax benefits will materially increase within the next 12 months.

Schedule G IRS990ScheduleG

Events Information EventsInformation

Field	Value	IRS element (for citing)
Name Of Event1	CMN Gala	NameOfEvent1
Gross Receipts Event1	73621	GrossReceiptsEvent1
Charitable Contributions Event1	59646	CharitableContributionsEvent1
Gross Revenue Event1	13975	GrossRevenueEvent1
Food And Beverage Event1	14184	FoodAndBeverageEvent1
Entertainment Event1	150	EntertainmentEvent1
Other Direct Expenses Event1	22784	OtherDirectExpensesEvent1
Name Of Event2	CMN Luncheon	NameOfEvent2
Gross Receipts Event2	43194	GrossReceiptsEvent2
Charitable Contributions Event2	37614	CharitableContributionsEvent2
Gross Revenue Event2	5580	GrossRevenueEvent2
Food And Beverage Event2	6028	FoodAndBeverageEvent2
Entertainment Event2	100	EntertainmentEvent2
Other Direct Expenses Event2	12128	OtherDirectExpensesEvent2
Total Number Of Other Events	4	TotalNumberOfOtherEvents
Gross Receipts Other Events	67689	GrossReceiptsOtherEvents
Charitable Contrib Other Events	31017	CharitableContribOtherEvents
Gross Revenue Other Events	36672	GrossRevenueOtherEvents
Non Cash Prizes Other Events	1577	NonCashPrizesOtherEvents
Rent Facility Costs Other Events	3385	RentFacilityCostsOtherEvents
Food And Beverage Other Events	650	FoodAndBeverageOtherEvents
Other Direct Expenses Other Events	5934	OtherDirectExpensesOtherEvents
Gross Receipts Total	184504	GrossReceiptsTotal
Charitable Contributions Total	128277	CharitableContributionsTotal
Gross Revenue Total Events	56227	GrossRevenueTotalEvents
Non Cash Prizes Total Events	1577	NonCashPrizesTotalEvents
Rent Facility Costs Total Events	3385	RentFacilityCostsTotalEvents
Food And Beverage Total Events	20862	FoodAndBeverageTotalEvents
Entertainment Total Events	250	EntertainmentTotalEvents
Other Direct Expenses Total Events	40846	OtherDirectExpensesTotalEvents
Direct Expense Summary Events	66920	DirectExpenseSummaryEvents
Net Income Summary	-10693	NetIncomeSummary

Schedule H IRS990ScheduleH

Field	Value	IRS element (for citing)
Charity Care Policy	1	CharityCarePolicy
Written Policy	1	WrittenPolicy
Policy Applied To All Hospitals	X	PolicyAppliedToAllHospitals
FPG Reference Free Care	1	FPGReferenceFreeCare

Other Percentage OtherPercentage

Field	Value	IRS element (for citing)
Other	X	Other
Free Other Percentage	133.000000000000	FreeOtherPercentage

Field	Value	IRS element (for citing)
FPG Reference Discounted Care	1	FPGReferenceDiscountedCare
Pcent400	X	Pcent400
Free Disc Care Medically Indigent	1	FreeDiscCareMedicallyIndigent
Amounts Budgeted For Charity Care	1	AmountsBudgetedForCharityCare
Expenses Exceeded Budget	0	ExpensesExceededBudget
Annual Community Benefit Report	1	AnnualCommunityBenefitReport
Report Publically Available	1	ReportPublicallyAvailable

Charity Care At Cost CharityCareAtCost

Field	Value	IRS element (for citing)
Total Community Benefit Expense	53091237	TotalCommunityBenefitExpense
Net Community Benefit Expense	53091237	NetCommunityBenefitExpense
Percent Of Total Expense	0.05660	PercentOfTotalExpense

Unreimbursed Medicaid UnreimbursedMedicaid

Field	Value	IRS element (for citing)
Total Community Benefit Expense	99709279	TotalCommunityBenefitExpense
Direct Offsetting Revenue	91103114	DirectOffsettingRevenue
Net Community Benefit Expense	8606165	NetCommunityBenefitExpense
Percent Of Total Expense	0.00920	PercentOfTotalExpense

Total Charity Care TotalCharityCare

Field	Value	IRS element (for citing)
Total Community Benefit Expense	152800516	TotalCommunityBenefitExpense
Direct Offsetting Revenue	91103114	DirectOffsettingRevenue
Net Community Benefit Expense	61697402	NetCommunityBenefitExpense
Percent Of Total Expense	0.06580	PercentOfTotalExpense

Community Health Services CommunityHealthServices

Field	Value	IRS element (for citing)
Number Of Activities Or Programs	859	NumberOfActivitiesOrPrograms
Persons Served	27212	PersonsServed
Total Community Benefit Expense	2793917	TotalCommunityBenefitExpense
Net Community Benefit Expense	2793917	NetCommunityBenefitExpense
Percent Of Total Expense	0.00300	PercentOfTotalExpense

Health Professions Education HealthProfessionsEducation

Field	Value	IRS element (for citing)
Number Of Activities Or Programs	53	NumberOfActivitiesOrPrograms
Persons Served	1196	PersonsServed
Total Community Benefit Expense	31624777	TotalCommunityBenefitExpense
Direct Offsetting Revenue	9321697	DirectOffsettingRevenue
Net Community Benefit Expense	22303080	NetCommunityBenefitExpense
Percent Of Total Expense	0.02380	PercentOfTotalExpense

Research Research

Field	Value	IRS element (for citing)
Number Of Activities Or Programs	2	NumberOfActivitiesOrPrograms
Persons Served	3162	PersonsServed
Total Community Benefit Expense	1264300	TotalCommunityBenefitExpense
Net Community Benefit Expense	1264300	NetCommunityBenefitExpense
Percent Of Total Expense	0.00130	PercentOfTotalExpense

Cash And In Kind Contributions CashAndInKindContributions

Field	Value	IRS element (for citing)
Number Of Activities Or Programs	38	NumberOfActivitiesOrPrograms
Persons Served	5320	PersonsServed
Total Community Benefit Expense	442080	TotalCommunityBenefitExpense
Net Community Benefit Expense	442080	NetCommunityBenefitExpense
Percent Of Total Expense	0.00050	PercentOfTotalExpense

Total Other Benefits TotalOtherBenefits

Field	Value	IRS element (for citing)
Number Of Activities Or Programs	952	NumberOfActivitiesOrPrograms
Persons Served	36890	PersonsServed
Total Community Benefit Expense	36125074	TotalCommunityBenefitExpense
Direct Offsetting Revenue	9321697	DirectOffsettingRevenue
Net Community Benefit Expense	26803377	NetCommunityBenefitExpense
Percent Of Total Expense	0.02860	PercentOfTotalExpense

Total Community Benefits TotalCommunityBenefits

Field	Value	IRS element (for citing)
Number Of Activities Or Programs	952	NumberOfActivitiesOrPrograms
Persons Served	36890	PersonsServed
Total Community Benefit Expense	188925590	TotalCommunityBenefitExpense
Direct Offsetting Revenue	100424811	DirectOffsettingRevenue
Net Community Benefit Expense	88500779	NetCommunityBenefitExpense
Percent Of Total Expense	0.09440	PercentOfTotalExpense

Physical Improvements And Housing PhysicalImprovementsAndHousing

Field	Value	IRS element (for citing)
Number Of Activities Or Programs	1	NumberOfActivitiesOrPrograms
Persons Served	5	PersonsServed
Total Community Building Expense	10000	TotalCommunityBuildingExpense
Net Community Building Expense	10000	NetCommunityBuildingExpense
Percent Of Total Expense	0.00000	PercentOfTotalExpense

Economic Development EconomicDevelopment

Field	Value	IRS element (for citing)
Number Of Activities Or Programs	5	NumberOfActivitiesOrPrograms
Persons Served	9760	PersonsServed
Total Community Building Expense	55545	TotalCommunityBuildingExpense
Net Community Building Expense	55545	NetCommunityBuildingExpense
Percent Of Total Expense	0.00010	PercentOfTotalExpense

Community Support CommunitySupport

Field	Value	IRS element (for citing)
Number Of Activities Or Programs	39	NumberOfActivitiesOrPrograms
Persons Served	1615	PersonsServed
Total Community Building Expense	55232	TotalCommunityBuildingExpense
Net Community Building Expense	55232	NetCommunityBuildingExpense
Percent Of Total Expense	0.00010	PercentOfTotalExpense

Environmental Improvements EnvironmentalImprovements

Field	Value	IRS element (for citing)
Number Of Activities Or Programs	2	NumberOfActivitiesOrPrograms
Total Community Building Expense	50500	TotalCommunityBuildingExpense
Net Community Building Expense	50500	NetCommunityBuildingExpense
Percent Of Total Expense	0.00010	PercentOfTotalExpense

Leadership Development LeadershipDevelopment

Field	Value	IRS element (for citing)
Number Of Activities Or Programs	8	NumberOfActivitiesOrPrograms
Total Community Building Expense	863	TotalCommunityBuildingExpense
Net Community Building Expense	863	NetCommunityBuildingExpense
Percent Of Total Expense	0.00000	PercentOfTotalExpense

Coalition Building CoalitionBuilding

Field	Value	IRS element (for citing)
Number Of Activities Or Programs	96	NumberOfActivitiesOrPrograms
Persons Served	1714	PersonsServed
Total Community Building Expense	17364	TotalCommunityBuildingExpense
Net Community Building Expense	17364	NetCommunityBuildingExpense
Percent Of Total Expense	0.00000	PercentOfTotalExpense

Health Improvement Advocacy HealthImprovementAdvocacy

Field	Value	IRS element (for citing)
Number Of Activities Or Programs	1	NumberOfActivitiesOrPrograms
Persons Served	500	PersonsServed
Total Community Building Expense	158	TotalCommunityBuildingExpense
Net Community Building Expense	158	NetCommunityBuildingExpense
Percent Of Total Expense	0.00000	PercentOfTotalExpense

Workforce Development WorkforceDevelopment

Field	Value	IRS element (for citing)
Number Of Activities Or Programs	1	NumberOfActivitiesOrPrograms
Persons Served	5	PersonsServed
Total Community Building Expense	40825	TotalCommunityBuildingExpense
Net Community Building Expense	40825	NetCommunityBuildingExpense
Percent Of Total Expense	0.00000	PercentOfTotalExpense

Total Total

Field	Value	IRS element (for citing)
Number Of Activities Or Programs	153	NumberOfActivitiesOrPrograms
Persons Served	13599	PersonsServed
Total Community Building Expense	230487	TotalCommunityBuildingExpense
Net Community Building Expense	230487	NetCommunityBuildingExpense
Percent Of Total Expense	0.00030	PercentOfTotalExpense

Field	Value	IRS element (for citing)
Bad Debt Expense Reported	0	BadDebtExpenseReported
Bad Debt Expense	$22,312,169	BadDebtExpenseAmount
Amount Attributable To	1698771	AmountAttributableTo
Amount Reimbursed By Medicare	222099370	AmountReimbursedByMedicare
Cost Of Care Reimbursed By Medicare	214940544	CostOfCareReimbursedByMedicare
Medicare Surplus Or Shortfall	7158826	MedicareSurplusOrShortfall

Costing Methodology Used CostingMethodologyUsed

Field	Value	IRS element (for citing)
Cost To Charge Ratio	X	CostToChargeRatio

Field	Value	IRS element (for citing)
Written Debt Collection Policy	1	WrittenDebtCollectionPolicy
Provision For Charity Care	1	ProvisionForCharityCare

Form990 Schedule H Part IV Form990ScheduleHPartIV (2 entries)

Description Ent Primary ActivityDescriptionEntPrimaryActivity	Organization Profit Or OwnershipOrganizationProfitOrOwnership	Physicans Profit Or OwnershipPhysicansProfitOrOwnership
1 Roanoke Ambulatory Surgery Center LLC
Ambulatory surgery	0.48310	0.49030
2 Southwest Virginia Health Properties LLC
Real estate	0.48310	0.49030

Field	Value	IRS element (for citing)
Number Of Hospital Facilities	2	NumberOfHospitalFacilities

Form990 Schedule H Part V Section A Form990ScheduleHPartVSectionA (2 entries)

Facility NumberFacilityNumber	Address Line1Address/AddressLine1	CityAddress/City	StateAddress/State	ZIP CodeAddress/ZIPCode	Website AddressWebsiteAddress	Licensed HospitalLicensedHospital	General Medical And SurgicalGeneralMedicalAndSurgical	Childrens HospitalChildrensHospital	Teaching HospitalTeachingHospital	Research FacilityResearchFacility	Er24 HoursEr24Hours	Facility Reporting GroupFacilityReportingGroup	OtherOther
Carilion Medical Center- DBA CRMH
1	1906 Belleview Avenue	Roanoke	VA	24019	www.carilionclinic.org	X	X	X	X	X	X	A
Carilion Medical Center- DBA CRCH
2	101 Elm Avenue	Roanoke	VA	24019	www.carilionclinic.org	X						A	Rehabilitation Unit; Urgent Care

Form990 Schedule H Part V Section B Form990ScheduleHPartVSectionB

Hospital Facility Name HospitalFacilityName

Field	Value	IRS element (for citing)
Business Name Line1	Facility Group A	BusinessNameLine1

Field	Value	IRS element (for citing)
CHNA Conducted	1	CHNAConducted
Community Definition	X	CommunityDefinition
Community Demographics	X	CommunityDemographics
Existing Resources	X	ExistingResources
How Data Obtained	X	HowDataObtained
Community Health Needs	X	CommunityHealthNeeds
Other Health Issues	X	OtherHealthIssues
Identifying Process	X	IdentifyingProcess
Consulting Process	X	ConsultingProcess
Information Gaps	X	InformationGaps
Needs Assessment Conducted	11	NeedsAssessmentConducted
Take Into Account	1	TakeIntoAccount
Other Facilities	0	OtherFacilities
CHNA Widely Available	1	CHNAWidelyAvailable
Own Website	X	OwnWebsite
On Request	X	OnRequest
Adopt Implement Strategy	X	AdoptImplementStrategy
Execute Implement Strategy	X	ExecuteImplementStrategy
Develop Community Plan	X	DevelopCommunityPlan
Participate Community Plan	X	ParticipateCommunityPlan
Include Operational Plans	X	IncludeOperationalPlans
Prioritize Health Needs	X	PrioritizeHealthNeeds
Other Needs Addressed	X	OtherNeedsAddressed
All Needs Addressed	0	AllNeedsAddressed
Organization Incur Excise Tax	0	OrganizationIncurExciseTax
Eligibility Criteria Explained	1	EligibilityCriteriaExplained
Uses FPG Free	1	UsesFPGFree
FPG Free Percent	133.000000000000	FPGFreePercent
Uses FPG Discounted	1	UsesFPGDiscounted
FPG Discount Percent	400.000000000000	FPGDiscountPercent
Explains Basis	1	ExplainsBasis
Income Level	X	IncomeLevel
Asset Level	X	AssetLevel
Medical Indigency	X	MedicalIndigency
Uninsured Discount	X	UninsuredDiscount
Other Factors	X	OtherFactors
Explains Application Method	1	ExplainsApplicationMethod
Includes Publicity Measures	1	IncludesPublicityMeasures
Posted On Website	X	PostedOnWebsite
Available On Request	X	AvailableOnRequest
Actions On Nonpayment	1	ActionsOnNonpayment
Permit Report To Credit Agency	X	PermitReportToCreditAgency
Collection Activities	1	CollectionActivities
Report To Credit Agency	X	ReportToCreditAgency
Notified All Patients	X	NotifiedAllPatients
Documented Determination	X	DocumentedDetermination
Nondiscrim Emergency Care Policy	1	NondiscrimEmergencyCarePolicy
Used Other Method	X	UsedOtherMethod
Amounts Generally Billed	0	AmountsGenerallyBilled
Gross Charges	1	GrossCharges

Form990 Schedule H Part V Section C Form990ScheduleHPartVSectionC

Field	Value	IRS element (for citing)
Number Of Other Facilities	87	NumberOfOtherFacilities

Other Facilities OtherFacilities (87 entries)

Address Line1Address/AddressLine1	CityAddress/City	StateAddress/State	ZIP CodeAddress/ZIPCode	Facility TypeFacilityType	Address Line2Address/AddressLine2
DBA - Carilion Roanoke Memorial Rehab
2017 South Jefferson Street	Roanoke	VA	24153	Psych Unit, Outpatient Rehabilitation
Carilion Clinic Orthopaedics
4064 Postal Drive SW	Roanoke	VA	24018	Orthopaedic Services
Carilion Clinic - Bone and Joint Center
3 Riverside Circle 1st Floor	Roanoke	VA	24016	Orthopedics
CSC - Brambleton
3707 Brambleton Avenue	Roanoke	VA	24018	Surgical Services
Carilion Clinic Orthopaedics
3 Riverside Circle	Roanoke	VA	24016	Orthopaedic Services
Carilion Clinic Cardiology
127 McClanahan Street SW Suite 300	Roanoke	VA	24014	Cardiology
CNRV Emergency Services
2900 Lamb Circle	Christiansburg	VA	24073	Emergency Physicians
Carilion Breast Care Center
102 Highland Ave Ste 202	Roanoke	VA	24014	Breast Care Center
CSC - Roanoke
213 McClanahan Suite 404	Roanoke	VA	24014	Surgical Services
Carilion Cardiothoracic Surgery
2001 Crystal Spring Avenue Suite	Roanoke	VA	24014	Cardiac Surgery Office	201
Carilion Obstetrics and Gynecology Clini
902 South Jefferson Street Upper	Roanoke	VA	24016	Obstetrics and Gynecology	Level
CES - Franklin
180 Floyd Avenue	Rocky Mount	VA	24017	Emergency Physicians
Carilion Clinic Neurology
3 Riverside Circle	Roanoke	VA	24016	Neurosciences
Carilion Clinic Internal Medicine
3 Riverside Circle	Roanoke	VA	24016	Internal Medicine
Carilion Clinic Otolaryngology
1 Riverside Circle Suite 300M	Roanoke	VA	24016	Otolaryngology Services
CES - Bedford
1613 Oakwood St	Bedford	VA	24153	Emergency Physicians
CES - Giles
1611 Wenonah Avenue	Pearisburg	VA	24134	Emergency Physicians
Roanoke Athletic Club
4508 Starkey Road	Roanoke	VA	24018	Physical Therapy Services
Carilion Dermatology
1 Riverside Circle Suite 300M	Roanoke	VA	24016	Dermatology
Carilion Pediatric Clinic
1030 S Jefferson Street Suite 106	Roanoke	VA	24016	General Pediatrics
CFM Roanoke Salem
1314 Peters Creek Road	Roanoke	VA	24017	Family Practice
Carilion Clinic Obstetrics and Gynecolog
2900 Lamb Circle Suite 202	Christiansburg	VA	24073	Obstetrics and Gynecology
CES - Tazewell
141 Ben Bolt Ave	Tazewell	VA	24651	Emergency Physicians
Brambleton Radiology Services
3707 Brambleton Avenue	Roanoke	VA	24018	Imaging Services
CFM Southeast
2145 Mount Pleasant Boulevard	Roanoke	VA	24014	Family Practice
Carilion Prenatal Diagnostic Center
102 Highland Ave Ste 455	Roanoke	VA	24014	Prenatal Testing
Carilion Department of Psychiatry and Be
2900 Tyler Road	Christiansburg	VA	24073	Behavioral Health
Carilion Clinic Ortho-Spine
3 Riverside Circle 1st Floor	Roanoke	VA	24016	Orthopaedic Services
Botetourt Athletic Center
105 Summerfield Court	Roanoke	VA	24019	Outpatient Therapy Services
Daleville Imaging
46 Wesley Road	Daleville	VA	24014	Imaging Services
Carilion Center for Healthy Aging
2001 Crystal Spring Avenue Suite	Roanoke	VA	24014	Geriatrics	302
CFM - Salem
2102 West Main Street	Salem	VA	24153	Family Practice
Carilion Dentistry General Surgery
2017 S Jefferson Street 2nd Floor	Roanoke	VA	24014	Dental Service
Department of Psychiatry & Behavioral Me
213 McClanahan Street Suite 310	Roanoke	VA	24014	Behavioral Health
Pediatric Gastroenterology
102 Highland Avenue Suite 305	Roanoke	VA	24013	Gastroenterology
Carilion Dentistry Pediatric Surgery
101 Elm Avenue 1st Floor	Roanoke	VA	24017	Dental Service
Carilion Dental Care
2017 S Jefferson Street	Roanoke	VA	24014	Dental Service
Carilion Department of Psychiatry Roanok
2017 S Jefferson Street	Roanoke	VA	24014	Behavioral Health
Carilion Gynecological Oncology
1 Riverside Circle Suite 300	Roanoke	VA	24016	Gynecolgical Oncology
Carilion Anticoagulation Clinic
1030 S Jefferson St Ste G101	Roanoke	VA	24014	Anticoagulation Clinic
CRMH Rheumatology Clinic
3 Riverside Circle	Roanoke	VA	24016	Rheumatology
Salem Family Practice - Spartan Drive
150 Spartan Drive	Salem	VA	24153	Family Practice
Breast Mammography - North
6415 Peters Creek Road	Roanoke	VA	24014	Breast Mammography
Carilion Pulmonary Clinic
2001 Crystal Spring Avenue Suite	Roanoke	VA	24014	Pulmonary Services	205
Carilion Clinic Neurological Care - Roan
1030 S Jefferson Street	Roanoke	VA	24016	Neurosciences
Carilion Pediatric Neurology
102 Highland Avenue Suite 104	Roanoke	VA	24013	Neurosciences
Carilion Roanoke IP Psychiatry
2017 S Jefferson Street 1st Floor	Roanoke	VA	24014	Physical Medicine and Rehab
Carilion Pain Mgmt
3 Riverside Circle	Roanoke	VA	24016	Pain Mgmt Services
Carilion Clinic Gastroenterology
3 Riverside Circle	Roanoke	VA	24016	Gastroenterology
Carilion Clinic TraumaCritical Care
3 Riverside Circle	Roanoke	VA	24016	Surgical Services
Carilion Urgent Care Westlake
35 Medical Court	Hardy	VA	24101	Urgent Care
Carilion Child and Adolescent Psychiatry
213 McClanahan Street Suite 310	Roanoke	VA	24014	Child and Adolescent Psychiatry Services
Department of Psychiatry & Behavioral Me
213 McClanahan Street Suite 310	Roanoke	VA	24014	Behavioral Health
Pediatric Cardiology Clinic
102 Highland Avenue Suite 101	Roanoke	VA	24013	Cardiology
Pediatric Pulmonology
102 Highland Avenue Suite 203	Roanoke	VA	24013	Pulmonology
Roanoke Ambulatory Center
1102 Jefferson St	Roanoke	VA	24016	Surgical Services
Carilion Sleep Center
1030 Jefferson Plaza Ste G100	Roanoke	VA	24016	Sleep Disorder
Carilion Clinic Urogynecology
1030 S Jefferson Sutie 109	Roanoke	VA	24016	Urogynecological Services
Carilion Clinic Pediatric Surgery Clinic
102 Highland Avenue Suite 404	Roanoke	VA	24013	Surgical Services
Carilion Cardiac Rehab
127 McClanahan Street	Roanoke	VA	24016	Cardiac Rehab
Carilion ID Crystal Spring
2001 Crystal Spring Avenue Suite	Roanoke	VA	24014	Infectious Disease	301
Reproductive Endocrinology Clinic
102 Highland Avenue Suite 304	Roanoke	VA	24013	Reproductive Endocrinology
Carilion Imaging
3 Riverside Circle	Roanoke	VA	24016	Imaging Services
CIM Crystal Spring
2001 Crystal Spring Avenue Suite	Roanoke	VA	24014	Imaging Services	205
Pediatric Developmental Clinic
1030 S Jefferson Street Suite 201	Roanoke	VA	24016	Pediatrics
Carilion Clinic Physiatry
3 Riverside Circle	Roanoke	VA	24016	Physical Medicine and Rehab
Carilion Diabetic Education
1030 S Jefferson Suite G101	Roanoke	VA	24016	Diabetic Eduation
Carilion Pediatric Endocrinology Clinic
102 Highland Avenue MOB Suite 203	Roanoke	VA	24013	Endocrinology
Carilion Breast Care Center
1211 S Jefferson St	Roanoke	VA	24014	Breast Care Center
Carilion Sleep Center Westlake
35 Medical Court	Hardy	VA	24101	Sleep Disorder
Carilion Genetics
102 Highland Avenue Suite 104	Roanoke	VA	24013	Genetic Counseling
Carilion Surgery Westlake
35 Medical Court	Hardy	VA	24101	Surgical Services
Carilion Cardiology Westlake
35 Medical Court	Hardy	VA	24101	Cardiology Services
Carilion Heart Failure Clinic
127 McClanhan St	Roanoke	VA	24016	Heart Failure Services
OBGYN Private - Roanoke
102 Highland Avenue Suite 455	Roanoke	VA	24013	Obstetrics and Gynecology
Carilion Clinic Cardiology
2001 Crystal Spring Ave Suite 300	Roanoke	VA	24014	Cardiology Services
Carilion Wound Care Center
101 Elm Ave SE	Roanoke	VA	24019	Wound Care
Carilion Clinic Orthopaedics - NRV
2900 Lamb Circle - L 760	Christiansburg	VA	24073	Orthopeadics
Carilion Clinic Spine Surgery
304 Davis Street	Independence	VA	24348	Surgical Services
Carilion Maternal Fetal Medicine
101 Elm Avenue Suite 400	Roanoke	VA	24013	OB Services
Community Care
101 Elm Avenue SE	Roanoke	VA	24013	Family Medicine
Community Psychiatry
611 McDowell Avenue	Roanoke	VA	24016	Behavioral Health
Carilion Clinic OBGYN Spartan Drive
150 Spartan Drive	Salem	VA	24153	Obstetrics and Gynecology
Carilion Plastic Surgery
1 Riversde Circle Suite 300	Roanoke	VA	24016	Plastic Surgery
Carilion Clinic OBGYN Botetourt
150 Market Ridge Lane	Daleville	VA	24083	Obstetrics and Gynecology
Carilion Imaging Professionals
1 Taylor Avenue	Pearisburg	VA	24134	Imaging Services
Carilion Clinic Allergy and Immunology
46 Wesly Road	Daleville	VA	24083	Allergy Services

Form990 Schedule H Part VI Form990ScheduleHPartVI (25 entries)

ExplanationExplanation	IdentifierIdentifier	Return ReferenceReturnReference
Part I, Line 3c: Factors Used: Use of liquid assets and equity in real property (no more than $100,000 real estate equity) and liquid assets of less than $1,500.
Part I, Line 6a: Information on community benefit is reported annually through a consolidated report prepared by Carilion Clinic. 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.
Part I, Line 7: Ratio of cost-to-charges was used to calculate the expense.Part I, Line 7(f) calculation - Bad debt expense subtracted from total expenses for the calculation is $63,578,727. Total bad debt expense on Form 990, Part IX includes $58,807 of non-patient bad debt.Part I, Line 7e - This line is reported at actual cost. 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 such as blood pressure, blood glucose and cholesterol as well as seasonal stroke, vascular, prostate and facial sun damage detection screenings. 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 injury prevention to the community and other providers. In addition, Carilion Medical Center's Safe Kids Coalition coordinator provided training, through a program offered by the Virginia Department of Health on proper car seat installation for other health and safety providers free of charge. Children learn about healthcare careers through Caring Careers, an educational program for school aged children provided onsite at local schools and community centers. Carilion Medical Center provides financial and in-kind support annually to the Mission of Mercy Dental event in Roanoke. Approximately 660 residents of southwest Virginia received free dental services from volunteer dentists and Carilion Medical Center employees provided free medical screenings including health and medication histories, blood pressure, blood coagulation rates, and blood glucose levels for all patients. Additional health improvement services include non-billed clinical services for women such as mammograms and cervical cancer screenings, medical care for HIV/AIDs patients, substance abuse counseling for juveniles, and physician coverage at the Bradley Free Clinic. Additional services include 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 related to support of Healthy Roanoke Valley, a collaboration of health and human service agencies developing initiatives to address priorities from the community health needs assessment completed in fiscal year 2012.Part I, Line 7f - This line is reported at actual cost. Carilion Medical Center financially supports Radford University's Bachelor of Science Nursing Program and mentors nursing students within Carilion Roanoke Memorial Hospital. Education is provided to non-employed health professionals such as school nurses, and staff who provide labor, delivery and emergency services.Part I, Line 7g - n/a.Part I, Line 7h - This line is reported at actual cost. Carilion Medical Center participates in clinical research projects which includes 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. Information obtained is used in development of programs on cancer prevention, early detection, and successful treatment and care.Part I, Line 7i - This line is reported at actual cost. Financial contributions were made to Arthritis Foundation, Brain Injury Services, Childrens Miracle Network, CHIP of Roanoke Valley, Cystic Fibrosis Foundation, Huntington's Disease Society, International Rett Syndrome, Juvenile Diabetes, March of Dimes, Mental Health America, Multiple Sclerosis Society, Muscular Dystrophy Association, Project Access, Roanoke Area Brain Injury Connection, Susan B. Komen Foundation, Virginia Association of Free Clinics, and Virginia Public Health Association. Grant funding was provided to Child Health Investment Partnership of Roanoke Valley for operational expenses related to their early childhood home visiting program as they pair low-income children, ages birth to kindergarten-entry, with a community health nurse and family case manager for health care coordination, developmental education, kindergarten preparation and regular child assessment and monitoring; Children's Trust of Roanoke Valley Children's Trust for their regional program that provides child friendly interview room and forensic interviewer to perform interviews of children to be used by multi-disciplinary team investigating alleged child abuse cases; Rx Partnership for operations of the public-private partnership that solicits free drugs in bulk from participating pharmaceutical companies and arranges for their distribution to licensed pharmacies serving uninsured clients; Mental Health America of Roanoke Valley to increase access to mental health services for adults with no health insurance coverage or inadequate insurance for mental health care; New Horizons Healthcare for their Happy Healthy Cooks program with goal to impact dietary attitudes and increase knowledge among elementary and preschool children while inspiring them to have fun and be creative in their food choices; Local Agricultural Environment Project to double the SNAP EBT program for purchase of fresh fruit and vegetables at several local farmers markets; and United Way of Roanoke Valley for support of Healthy Roanoke Valley. In-kind support was provided to the United Way during their local fundraising campaign. Additionally, Carilion Medical Center's Emergency Department replenishes medical supplies on ambulances owned by local Emergency Medical Services organizations.
Part II, Line 1 - Financial support was provided to Rebuilding Roanoke Together for remediation of houses in lower income neighborhoods.Part II, Line 2 - Financial support was provided to the Vinton Chamber of Commerce to strengthen the social and economic environment of the community; Roanoke Regional Partnership Foundation a leader in strategizing, planning, and implementing regional economic development programs and policies, the partnership aims to strengthen and market the region's assets in order to achieve a rate of economic growth that provides excellent jobs while preserving the region's quality of life; and Salem-Roanoke County Chamber of Commerce to strengthen the business climate of the community.Part II, Line 3 - Financial support was provided to the Adult Care Center of Roanoke, Apple Ridge Farm, Big Brothers Big Sisters, Boys and Girls Club, Council of Community Services, Depaul Community Resources, Down Syndrome Association, Easter Seals, Emmy Lane Foundation, Foundation for Roanoke Valley, Girls on the Run, Goodwill Industries, Healing Strides of VA, Junior Achievement of SW VA, Presbyterian Community Center, League of Older Americans, Military Family Support Center, Rescue Mission of Roanoke Valley, Ronald McDonald House, and Senior Navigator, a one-stop internet resource for information and access to community programs and services for Virginia seniors and caregivers. Grant funding was provided to Smith Mountain Lake Good Neighbors to support a summer day camp program for children in Franklin and Bedford Counties who live near or under the poverty level.Part II, Line 4 - Financial support was provided to Pathfinders for Greenways and Roanoke Valley Greenways.Part II, Line 5 - In-kind support was provided to the Human Resource Pro Bono Corps and Junior Achievement.Part II, Line 6 - In-kind support was provided through representation on Roanoke Area Youth Substance Abuse Coalition and Roanoke Prevention Alliance, a group of concerned citizens, parents, youth, teachers, police officers, business people, judges, and other caring individuals that strive to keep the youth of the Roanoke Valley and Southwest Virginia alcohol, tobacco and drug-free; Southwest Virginia Alliance for Safe Babies, a multidisciplinary working to eliminate infant injury and deaths due to abusive head trauma and sudden infant death syndrome (SIDS); and YOVASO, Youth of Virginia Speak Out About Traffic Safety, a statewide youth leadership program dedicated to saving the lives of teenage drivers through educating, encouraging and empowering teenagers to be traffic safety advocates in their schools and communities. Part II, 7 - In-kind support was provided for distribution of a newsletter on behalf of adolescent and student health services.Part II, 8 - Carilion Medical Center partnered with Goodwill Industries of the Roanoke Valley, the 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 that provides employment and educational opportunities for individuals with significant disabilities and assist with finding long term employment in skilled positions for its participants.
Part III, Line 4: Accounts receivable are reduced by an allowance for amounts that could become uncollectible in the future. Carilion estimates the allowance for doubtful accounts by reserving a percentage of all self-pay accounts receivable by aging category, based on collection history, adjusted for expected recoveries and, if present, anticipated changes in trends. The percentage used to reserve for all self-pay accounts is based on Carilion's collection history. Carilion collects substantially all of its third-party insured receivables, which include receivables from governmental agencies.The bad debt expense reported on Line 2 was calculated using the cost-to-charges ratio applied to the provision for bad debt reported in the financial statements.The estimated amount of bad debt expense, reported on line 3, attributable to patients eligible for charity care was determined using external credit reporting data to identify the patients that were eligible and applying the cost-to-charges ratio to the charges of the patients so identified. Sufficient information was not available to make a definite determination of their eligibility.Patient account balances are reduced by discounts allowed and payments.
Part III, Line 8: Medicare allowable costs are determined from the Medicare cost report using the cost-to-charges ratio. The Hospital does not consider a Medicare shortfall as a community benefit.
Part III, Line 9b: Carilion Clinic is committed to providing quality health care to all, regardless of their ability to pay. The Financial Assistance Policy is designed to allow relief of all or part of the charges that exceed a patient's reasonable ability to pay. Carilion uses the Federal Poverty Guidelines (FPG) published and updated yearly in the Federal Register along with a Financial Needs Assessment Questionnaire (FNAQ) as developed by Carilion to determine eligibility. Together, the family income, number of family members living on that income, liquid assets and equity in real property are pertinent factors in determining how much, in the sole judgment of Carilion, a patient is reasonably able to pay for services. Patients with family income up to 133 percent of FPG with no more than $100,000 real estate equity and liquid assets of less than $1,500 are eligible to have their entire account covered under this policy. Patients with family income up to 400 percent of the FPG and no more than $100,000 real estate equity are eligible for financial assistance discounts. Financial Assistance applicants should complete a FNAQ in order to be considered for any discount beyond the discount given to all uninsured patients. Discounts will be reduced in cases where there is more than $100,000 of real estate equity or liquid assets in excess of $1,500. Additional information may be requested as part of the qualifying process.All patients who are able will be expected to pay for their own healthcare services to avoid shifting the burden for their care to other patients and the general public. The Financial Assistance Policy should have no impact on the collection policies and practices with regard to those balances that do not qualify. Failure to honor payment arrangements on amounts exceeding the discount given may result in the total discount being revoked.
Part VI, Line 2: Carilion Medical Center partnered with community organizations to complete a community health needs assessment and develop a strategic implementation plan during fiscal year 2012. The Roanoke Community Health Needs Assessment (RCHNA) focused on high levels of community engagement involving health and human services leaders, stakeholders, and providers; the target population; and the community as a whole. A Community Health Assessment Team (CHAT) consisting of project management staff and representatives from area health and human services, faith-based communities, and schools led the year-long initiative. Included were representatives from Bethany Hall, Inc., Blue Ridge Behavioral Health, Bradley Free Clinic, CHIP of the Roanoke Valley, CommunityWorks, Council of Community Services, Family Service of the Roanoke Valley, Jefferson College of Health Sciences, LOA Local Office on Aging, Mental Health America, New Horizons Healthcare, Loudon Christian Church, Planned Parenthood Health Systems, Inc., Presbyterian Community Center, Project Access, Rescue Mission Ministries- Fralin Clinic, Roanoke City Health Department, Roanoke City Public Schools, Roanoke Department of Social Services, Roanoke Redevelopment & Housing Authority, Salem Veterans Administration Medical Center and the United Way of the Roanoke Valley. The majority of CHAT members serve the low-income, uninsured, underserved and other vulnerable populations in the Roanoke Valley. Additional support for this initiative was provided through a Federally Qualified Health Center Planning Grant awarded to Carilion Medical Center. Primary data was obtained through surveys and focus groups and analyzed with information acquired through secondary data sources.
Part VI, Line 3: The organization informs and educates patients by reviewing high dollar outpatient and all inpatient "self pay" accounts in order to seek eligibility for federal/state programs foremost, and then toward the Carilion Financial Assistance Program. This involves contact directly with the patient and/or the patient's representative (family, etc.). This program is available upon request for any and all services, and is available through the Carilion internet site, and is also available through the patient information pamphlet available in the patient access points.Note: The FAP is currently being evaluated by a Carilion team (Compliance, Finance and Revenue Cycle) based on 501r and IRS proposed regulations. Part of that program includes further communication efforts throughout the organization to inform patients of opportunities to assist them with their financial needs/concerns.
Part VI, Line 4: Carilion Medical Center, comprised of two hospitals, Carilion Roanoke Memorial Hospital and Carilion Roanoke Community Hospital, is located in Roanoke, Virginia. Roanoke is a 1,186 square mile valley located in southwest Virginia near the Blue Ridge and Allegheny Mountains. Carilion Medical Center primarily serves approximately 252,500 residents of Roanoke City and County, Salem, Botetourt County, Craig County and the Town of Vinton. 20% of adults under age 64 and 8% of children who live in the Roanoke Valley are uninsured. Additionally, 13% of residents live below the poverty level and 13% of adults 25 years of age or older did not graduate from high school. 16% Roanoke Valley residents are 65 years of age or older.
Part VI, Line 5: Carilion Medical Center includes Carilion Roanoke Memorial Hospital, one of the largest hospitals in the state of Virginia with 703 beds and an additional 60-bed Neonatal Intensive Care Unit and pediatric emergency department. With a level 1 trauma center and children's hospital, complete with pediatric emergency room, Carilion Roanoke Memorial Hospital treats residents throughout southwest Virginia. In addition to offering high-tech services, the hospital is also home to 11 residency programs and 12 fellowship programs. 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. In addition to clinical care, the hospital works to achieve its mission through the education of health professionals and the community. Any 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 healthcare organization serving approximately one million people in Virginia through a comprehensive network of hospitals, primary and specialty physician practices, and other complementary services. Carilion Clinic is based in Roanoke, Virginia and serves the residents of 18 counties and six cities in Western Virginia and southern West Virginia. Over the past six years, Carilion Clinic has gone through a dramatic and transformative change as we transitioned from a hospital system to an integrated clinic with physician leadership. At the heart of our transformation is a passion and shared purpose to meaningfully change the way healthcare is delivered and experienced, resulting in higher value and better clinical outcomes. This has propelled a commitment to each other as providers and caregivers and working together in new and different ways. To fulfill our vision, we developed a new organizational structure for shared decision making and collaboration, implemented an enterprise-wide electronic health record, became NCQA medical homes in 27 of our primary care sites, established an accountable care organization, developed population health management infrastructure and developed the Virginia Tech Carilion School of Medicine and Research Institute. Carilion Clinic employees 650 physicians representing more than 60 specialties who provide care at 220 practice sites. During 2013, 168 students were enrolled in Virginia Tech Carilion School of Medicine and there were 549 appointed faculty members. To advance education of health professionals, Jefferson College of Health Sciences, within Carilion Medical Center, is a professional health sciences college offering associate, baccalaureate, and master's degree programs. Approximately 1,040 undergraduate students and 225 graduate students are enrolled annually. Carilion Clinic and Virginia Tech Carilion School of Medicine provide graduate medical education to 237 medical residents and fellows. Residency programs include Emergency Medicine, Family Medicine, Internal Medicine, Neurosurgery, Obstetrics/Gynecology, Psychiatry, General Surgery, Pediatrics, Podiatry and General Hospital Dentistry. Fellowship programs include Addiction Psychology, Adult Joint Reconstruction, Advanced Endoscopy, Cardiovascular Disease, Child and Adolescent Psychiatry, Gastroenterology, Geriatric Medicine, Geriatric Psychiatry, Hospice and Palliative Care, Infectious Disease, Interventional Cardiology, and Pulmonary Critical Care. Advanced Clinical Technology and Programs include Cyberknife Stereotactic Radiourgery, daVinci Robotic Surgical System, 60 bed neonatal intensive care unit, hybrid operating room, Carilion Clinic Children's Hospital, Cancer Center, Spine Center, and comprehensive cardiothoracic, vascular and orthopedic surgery programs. Carilion Roanoke Memorial Hospital includes a Level One Trauma Center with EMS services that include three EMS helicopters, four first-response vehicles and 50 Advanced Life Support Ambulances. An additional benefit to the community is Carilion Clinic's economic contribution to the region. As the area's largest employer, jobs are provided for more than 11,400 residents of the region. Research conducted at the Virginia Tech Carilion Research Institute (VTCRI) creates a bridge between basic science research at Virginia Tech and clinical expertise at Carilion Clinic and increases translational research opportunities for both partners. Research conducted by scientists at the institute is aimed at understanding the molecular basis for health and disease, and development of diagnostic tools, treatments, and therapies that will contribute to the prevention and solution of existing and emerging problems in contemporary medicine. Research areas of emphasis which presently align with areas of strength and active research at Virginia Tech include inflammation, infectious disease, neuroscience, and cardiovascular science and cardiology.
See below	Part V, Line 8 Facility Reporting Group A
The Roanoke Community Health Needs Assessment (RCHNA) focused on high levels of community engagement involving health and human services leaders, stakeholders, and providers; the target population; and the community as a whole. A Community Health Assessment Team (CHAT) consisting of project management staff and representatives from area health and human services, faith-based communities, and schools led the year-long initiative. The majority of CHAT members serve the low-income, uninsured, underserved and other vulnerable populations in the Roanoke Valley. Beginning in December 2011, the CHAT met monthly to oversee the RCHNA. Please see the list of organizations that served on the CHAT below: Bethany Hall, Inc., Blue Ridge Behavioral Health, Bradley Free Clinic, CHIP of the Roanoke Valley, CommunityWorks, Council of Community Services, Family Service of the Roanoke Valley, Jefferson College of Health Sciences, LOA Local Office on Aging, Mental Health America, New Horizons Healthcare, Loudon Christian Church, Planned Parenthood Health Systems, Inc., Presbyterian Community Center, Project Access, Rescue Mission Ministries- Fralin Clinic, Roanoke City Health Department, Roanoke City Public Schools, Roanoke Department of Social Services, Roanoke Redevelopment & Housing Authority, Salem Veterans Administration Medical Center and the United Way of the Roanoke Valley.	Facility 1 -- Carilion Medical Center dba CRMH	Part V, Section B, line 3:
In 2013, Carilion Clinic provided $25,000 for the United Way of Roanoke Valley to establish Healthy Roanoke Valley (HRV), a coalition of over 50 health and human service agencies that address the needs identified in the 2012 Roanoke CHNA. Additionally, Carilion provided in-kind support for HRV by developing a centralized database to host community health data that is shared among HRV partners to facilitate the collection of primary and secondary data. Starting in 2015, HRV partners will begin administering the community health survey annually to track the healthcare needs of the community.	Facility 1 -- Carilion Medical Center dba CRMH	Part V, Section B, line 6i:
Carilion Medical Center (CMC) is not addressing barriers to transportation and language barriers in this implementation strategy. While these issues will be monitored, they have been determined to not be as pressing as the identified priority needs. Additionally, Carilion Medical Center provides funding to The Greater Roanoke Transit Company for a free trolley service for the community that operates in a continuous loop with stops that include Carilion Medical Center and Downtown Roanoke with goals of reducing the carbon footprint, transporting patients and staff, and enhancing the local economy by providing easier access to downtown. Also, vouchers for taxi and bus service are available for patients who are unable to afford transportation. Carilion Medical Center provides interpretive services for non-English speaking patients. During fiscal year 2013 more than $1,000,000 was expensed for these services at no cost to the patient.	Facility 1 -- Carilion Medical Center dba CRMH	Part V, Section B, line 7:
Liquid assets and equity in real property. See Part III, Line 9b narrative.	Facility 1 -- Carilion Medical Center dba CRMH	Part V, Section B, line 12h:
All patients are charged the same amounts regardless of insurance coverage or not.	Facility 1 -- Carilion Medical Center dba CRMH	Part V, Section B, line 20d:
All patients are charged the same facility gross charge amounts.	Facility 1 -- Carilion Medical Center dba CRMH	Part V, Section B, line 22:
The Roanoke Community Health Needs Assessment (RCHNA) focused on high levels of community engagement involving health and human services leaders, stakeholders, and providers; the target population; and the community as a whole. A Community Health Assessment Team (CHAT) consisting of project management staff and representatives from area health and human services, faith-based communities, and schools led the year-long initiative. The majority of CHAT members serve the low-income, uninsured, underserved and other vulnerable populations in the Roanoke Valley. Beginning in December 2011, the CHAT met monthly to oversee the RCHNA. Please see the list of organizations that served on the CHAT below: Bethany Hall, Inc., Blue Ridge Behavioral Health, Bradley Free Clinic, CHIP of the Roanoke Valley, CommunityWorks, Council of Community Services, Family Service of the Roanoke Valley, Jefferson College of Health Sciences, LOA Local Office on Aging, Mental Health America, New Horizons Healthcare, Loudon Christian Church, Planned Parenthood Health Systems, Inc., Presbyterian Community Center, Project Access, Rescue Mission Ministries- Fralin Clinic, Roanoke City Health Department, Roanoke City Public Schools, Roanoke Department of Social Services, Roanoke Redevelopment & Housing Authority, Salem Veterans Administration Medical Center and the United Way of the Roanoke Valley.	Facility 2 -- Carilion Medical Center dba CRCH	Part V, Section B, line 3:
In 2013, Carilion Clinic provided $25,000 for the United Way of Roanoke Valley to establish Healthy Roanoke Valley (HRV), a coalition of over 50 health and human service agencies that address the needs identified in the 2012 Roanoke CHNA. Additionally, Carilion provided in-kind support for HRV by developing a centralized database to host community health data that is shared among HRV partners to facilitate the collection of primary and secondary data. Starting in 2015, HRV partners will begin administering the community health survey annually to track the healthcare needs of the community.	Facility 2 -- Carilion Medical Center dba CRCH	Part V, Section B, line 6i:
Carilion Medical Center (CMC) is not addressing barriers to transportation and language barriers in this implementation strategy. While these issues will be monitored, they have been determined to not be as pressing as the identified priority needs. Additionally, Carilion Medical Center provides funding to The Greater Roanoke Transit Company for a free trolley service for the community that operates in a continuous loop with stops that include Carilion Medical Center and Downtown Roanoke with goals of reducing the carbon footprint, transporting patients and staff, and enhancing the local economy by providing easier access to downtown. Also, vouchers for taxi and bus service are available for patients who are unable to afford transportation. Carilion Medical Center provides interpretive services for non-English speaking patients. During fiscal year 2013 more than $1,000,000 was expensed for these services at no cost to the patient.	Facility 2 -- Carilion Medical Center dba CRCH	Part V, Section B, line 7:
Liquid assets and equity in real property. See Part III, Line 9b narrative.	Facility 2 -- Carilion Medical Center dba CRCH	Part V, Section B, line 12h:
All patients are charged the same amounts regardless of insurance coverage or not.	Facility 2 -- Carilion Medical Center dba CRCH	Part V, Section B, line 20d:
All patients are charged the same facility gross charge amounts.	Facility 2 -- Carilion Medical Center dba CRCH	Part V, Section B, line 22:

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Records Maintained	1	RecordsMaintained

Recipient Table RecipientTable (5 entries)

Address Line1AddressUS/AddressLine1	CityAddressUS/City	StateAddressUS/State	ZIP CodeAddressUS/ZIPCode	EIN Of RecipientEINOfRecipient	IRC SectionIRCSection	Amount Of Cash GrantAmountOfCashGrant	Purpose Of GrantPurposeOfGrant
Radford University
801 E Main Street	Radford	VA	24142	546001789	Virginia	86520	Nursing Education
Children's Trust Foundation
541 Luck Avenue - Suite 308	Roanoke	VA	24016	540235891	501(c)(3)	50000	General Support
Child Health Investment Partners
1201 3rd Street	Roanoke	VA	24016	541566451	501(c)(3)	40000	General Support
Virginia Business Higher Education
1108 E Main Street 1100	Richmond	VA	23219	541827038	501(c)(3)	10000	General Support
Jefferson College of Health Sciences Education Foundation
101 Elm Avenue SE	Roanoke	VA	24013	541637118	501(c)(3)	17622	General Support

Field	Value	IRS element (for citing)
Total Nbr Of501 C3 And Govt Grants	5	TotalNbrOf501C3AndGovtGrants
Total Nbr Of Other Organizations	0	TotalNbrOfOtherOrganizations

Form990 Schedule I Part III Form990ScheduleIPartIII (3 entries)

Type Of GrantTypeOfGrant	Number Of RecipientsNumberOfRecipients	Amount Of Cash GrantAmountOfCashGrant
Endowment-Funded Indigent Patient Medical Bills	28	292179
Scholarships	3	6000
Transportation Assistance	1740	50411

Form990 Schedule I Part IV Form990ScheduleIPartIV (3 entries)

IdentifierIdentifier	ExplanationExplanation
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. The hospital also has a grant program under which funds are granted to community organizations with a focus on children's health and well-being. A committee of Carilion Medical Center employees and an independent physician 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.
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 quidelines.

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Idemnification Gross Up Payments	X	IdemnificationGrossUpPayments
Club Dues Or Fees	X	ClubDuesOrFees
Written Policy Re T And E Expenses	1	WrittenPolicyReTAndEExpenses
Substantiation Required	1	SubstantiationRequired
Severance Payment	0	SeverancePayment
Supplemental Nonqual Retire Plan	1	SupplementalNonqualRetirePlan
Equity Based Comp Arrangement	0	EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org	0	CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs	0	CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org	0	CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs	0	CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments	1	AnyNonFixedPayments
Initial Contract Exception	0	InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (22 entries)

TitleTitle	Base Compensation Filing OrgBaseCompensationFilingOrg	Comp Based On Related OrgsCompBasedOnRelatedOrgs	Bonus Filing OrgBonusFilingOrg	Bonus Related OrgsBonusRelatedOrgs	Other Compensation Filing OrgOtherCompensationFilingOrg	Other Compensation Related OrgsOtherCompensationRelatedOrgs	Deferred Comp Filing OrgDeferredCompFilingOrg	Deferred Comp Related OrgsDeferredCompRelatedOrgs	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg	Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs	Total Compensation Filing OrgTotalCompensationFilingOrg	Total Compensation Related OrgsTotalCompensationRelatedOrgs	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg	Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
John Burton MD
Director/VP Medical Affairs	350504	0	50143	0	2556	0	22277	0	11863	0	437343	0	0	0
Cynda Johnson MD
Director/Dean of VTCSOM	0	526628	0	0	0	6097	0	60432	0	8791	0	601948	0	0
Clifford Nottingham MD
Director/physician employee	0	281611	0	62944	0	5394	0	142207	0	8550	0	500706	0	0
Philip Shiner MD
Director/physician employee	168570	0	30411	0	4518	0	27841	0	7636	0	238976	0	0	0
Patrice Weiss MD
Director/Chair	364748	0	76675	0	2613	0	38608	0	11886	0	494530	0	0	0
Ralph Whatley MD
Director/SVP Chair	377217	0	62323	0	5090	0	53601	0	8791	0	507022	0	0	0
Nancy Howell Agee
President/CEO/Director	0	827518	0	297075	0	404	0	827266	0	10224	0	1962487	0	0
Steve Arner
COO/SVP	220393	0	38529	0	7317	0	65892	0	11675	0	343806	0	0	0
Briggs Andrews
Secretary/SVP	0	327213	0	56811	0	3464	0	335696	0	8601	0	731785	0	0
Donald Lorton
Treasurer/EVP	0	586044	0	170036	0	671	0	342823	0	10224	0	1109798	0	67752
G Robert Vaughan Jr
Treasurer/VP	0	192198	0	34369	0	8062	0	96243	0	11642	0	342514	0	0
R Wayne Gandee MD
EVP/Chief Medical Officer	511598	0	169645	0	8451	0	50675	0	8438	0	748807	0	0	0
Maxine Lee MD
VP-Medical Affairs	229533	0	35960	0	1607	0	21304	0	1257	0	289661	0	0	0
Donald Halliwill
CFO/Asst. Treasurer/SVP	0	218246	0	38492	0	4715	0	91348	0	11153	0	363954	0	0
Gary Simonds MD
Physician	576343	0	725376	0	75134	0	70163	0	11626	0	1458642	0	0	0
Jonathan Carmouche MD
Physician	943176	0	394335	0	2098	0	16577	0	11626	0	1367812	0	0	0
Nicholas Qandah MD
Physician	612601	0	607480	0	2098	0	9794	0	11106	0	1243079	0	0	0
Joseph Moskal MD
Physician	1011486	0	186162	0	5158	0	35020	0	11106	0	1248932	0	0	0
Cay Mierisch MD
Physician	746482	0	252428	0	2638	0	45243	0	11886	0	1058677	0	0	0
Rayburn Thompson
Former EVP	0	0	0	697626	0	0	0	181304	0	0	0	878930	0	529467
Hugh Thornhill
Former EVP	0	0	0	516527	0	0	0	372036	0	0	0	888563	0	516527
Joan Fisher MD
Former Director/Chief Medical Staff	99523	0	28336	0	1925	0	69724	0	5251	0	204759	0	0	0

Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)

Return ReferenceReturnReference	ExplanationExplanation
Part I, Line 3	See Schedule O disclosure for Form 990, Part VI, Section B, Line 15
Part I, Line 4b	Nancy Howell Agee $472,651 Briggs Andrews $119,656 Donald Lorton $53,644
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 Compensation Committee, although it is based on the scorecard measures.

Schedule K IRS990ScheduleK

Form990 Schedule K Part I Form990ScheduleKPartI (4 entries)

Bond ReferenceBondReferenceCd	Issuer EINIssuerEIN	CUSIP NumberCUSIPNumber	Date IssuedDateIssued	Issue PriceIssuePrice	Description Of PurposeDescriptionOfPurpose	DefeasedDefeased	On Behalf Of IssuerOnBehalfOfIssuer	Pool FinancingPoolFinancing
Industrial Development Authority of the City of Roanoke VA
A	541106038	770084EQ0	2005-12-14	2245795000	Capital projects; Current Refunding of Series 2002 B-E, Costs of Issuance, B	0	0	0
VA Small Business Industrial Development Authority of City of RoanokeVA
B	541300845	928101AE4	2008-07-09	12000000	Capital projects; Costs of Issuance	0	0	0
Industrial Development Authority of the City of Roanoke VA
C	541106038	770082AA3	2010-10-13	93754000	Redemption of Series 2003A-C Bonds (8/03), costs of issuance	0	0	0
Industrial Development Authority of the City of Roanoke VA
D	541106038	770082AE5	2012-02-09	58111000	Redemption of Series 2000 and 2002A Bonds, costs of issuance, capital projec	0	0	0

Form990 Schedule K Part II Form990ScheduleKPartII (4 entries)

Bond ReferenceBondReferenceCd	Amount RetiredAmountRetired	Total ProceedsTotalProceeds	Issuance Costs From ProceedsIssuanceCostsFromProceeds	Credit EnhancementCreditEnhancement	Capital ExpendituresCapitalExpenditures	Other Spent ProceedsOtherSpentProceeds	Year Of Subst CompletionYearOfSubstCompletion	Current RefundingCurrentRefunding	Advance RefundingAdvanceRefunding	Final Allocation MadeFinalAllocationMade	Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind
A	16844000	224795000	1385880	3239424	122261974	97907722	2007	1	0	1	1
B		11950000	107259		11842741		2009	0	0	1	1
C		93754000	1229094			95175000		1	0	1	1
D	7286000	65660589	728388		4823755	60108446	2011	0	1	1	1

Form990 Schedule K Part III Form990ScheduleKPartIII (4 entries)

Bond ReferenceBondReferenceCd	Any Lease ArrangementsAnyLeaseArrangements	Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty	Engage Bond Counsel ContractsEngageBondCounselContracts	Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers	Total Private Business UseTotalPrivateBusinessUse	Bond Iss Meet Prvt Security Pay TestBondIssMeetPrvtSecurityPayTest	Non Qualified Bond Remed ProcdrsNonQualifiedBondRemedProcdrs
A	1	1	0	0.00200	0.00200	1	1
B	0	0				1	1
C	0	0				1	1
D	0	0				1	1

Form990 Schedule K Part IV Form990ScheduleKPartIV (4 entries)

Bond ReferenceBondReferenceCd	Form8038 T FiledForm8038TFiled	Variable Rate IssueVariableRateIssue	Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds	Term Of HedgeTermOfHedge	Superintegrated HedgeSuperintegratedHedge	Hedge TerminatedHedgeTerminated	Gross Proceeds Invested In GICGrossProceedsInvestedInGIC	Business Name Line1NameOfGICProvider/BusinessNameLine1	Term Of GICTermOfGIC	Regulatory Safe Harbor SatisfiedRegulatorySafeHarborSatisfied	Gross Proceeds InvestedGrossProceedsInvested	Written Proc To Monitor ReqsWrittenProcToMonitorReqs
UBS & Citigroup
A	1	1	1	27.000000000000	0	0	1	AIG	0.300000000000	1	0	1
UBS and Citigroup
B	1	1	1	33.000000000000	0	0	0				0	1
(no name)
C	1	0	0				0				0	1
(no name)
D	1	0	0				0				0	1

Form990 Schedule K Part V Form990ScheduleKPartV (3 entries)

Bond ReferenceBondReferenceCd	Proc To Undertk Corrective ActionProcToUndertkCorrectiveAction
B	1
C	1
D	1

Form990 Schedule K Part VI Form990ScheduleKPartVI

Field	Value	IRS element (for citing)
Identifier	Schedule K Part II	Identifier
Explanation	All bond issues- multiple entities across multiple jurisdictions; therefore, proceeds allocated to multiple hospitals.	Explanation

Schedule L IRS990ScheduleL

Form990 Schedule L Part IV Form990ScheduleLPartIV (3 entries)

RelationshipRelationship	Amount Of TransactionAmountOfTransaction	Description Of TransactionDescriptionOfTransaction	Sharing Of RevenuesSharingOfRevenues
Nancy Howell Agee
President/CEO	286276	Utilities purchases	0
Nancy Howell Agee
President/CEO	27907885	Lab services	0
Donald Lorton
EVP/Treasurer	27907885	Lab services	0

Form990 Schedule L Part V Form990ScheduleLPartV (2 entries)

IdentifierIdentifier	ExplanationExplanation
Part IV, Line (1)	Nancy Howell Agee serves on the Roanoke Gas Company board and Carilion Medical Center purchases gas from Roanoke Gas Company, the gas provider in this area.
Part IV, Line (2) and (3):	Nancy Howell Agee and Donald Lorton serve on the Board of Solstas Lab Partners, LLC of which Carilion has a minority financial interest and from whom the organization purchases lab services.

Schedule M IRS990ScheduleM

Works Of Art WorksOfArt

Field	Value	IRS element (for citing)
Non Cash Checkbox	X	NonCashCheckbox
Number Of Contributions	14	NumberOfContributions
Noncash Contribs Rptd F990	2383	NoncashContribsRptdF990
Method Of Determining Revenues	sale of comparable items	MethodOfDeterminingRevenues

Clothing And Household Goods ClothingAndHouseholdGoods

Field	Value	IRS element (for citing)
Non Cash Checkbox	X	NonCashCheckbox
Noncash Contribs Rptd F990	2027	NoncashContribsRptdF990
Method Of Determining Revenues	sale of comparable items	MethodOfDeterminingRevenues

Collectibles Collectibles

Field	Value	IRS element (for citing)
Non Cash Checkbox	X	NonCashCheckbox
Number Of Contributions	8	NumberOfContributions
Noncash Contribs Rptd F990	2125	NoncashContribsRptdF990
Method Of Determining Revenues	sale of comparable items	MethodOfDeterminingRevenues

Food Inventory FoodInventory

Field	Value	IRS element (for citing)
Non Cash Checkbox	X	NonCashCheckbox
Number Of Contributions	5	NumberOfContributions
Noncash Contribs Rptd F990	2140	NoncashContribsRptdF990
Method Of Determining Revenues	sale of comparable items	MethodOfDeterminingRevenues

Other Non Cash Contributions Table OtherNonCashContributionsTable (3 entries)

Non Cash CheckboxNonCashCheckbox	DescriptionDescription	Number Of ContributionsNumberOfContributions	Noncash Contribs Rptd F990NoncashContribsRptdF990	Method Of Determining RevenuesMethodOfDeterminingRevenues
X	Gift certificates	73	20109	sale of comparable items
X	Jewelry	8	3348	sale of comparable items
X	Misc. fundraising event items	34	4423	sale of comparable items

Field	Value	IRS element (for citing)
Any Property That Must Be Held	0	AnyPropertyThatMustBeHeld
Review Process Unusual NC Gifts	1	ReviewProcessUnusualNCGifts
Third Parties Used	0	ThirdPartiesUsed

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (11 entries)

ExplanationExplanation	IdentifierIdentifier	Return ReferenceReturnReference
Form 990, Part I, Summary, Line 6: Within the hospital, volunteers greet and escort patients, deliver flowers, mail and newspapers, and provide clerical assistance. Through Hospice, volunteers provide respite support for caregivers, assist patients with feeding, take care of patients' pets, sing to patients, help in the hospice office, assist with fundraisers, assist with bereavement support activities, deliver birthday gifts, and record patient's life stories.
Carilion Medical Center exists to serve the health care needs of its community and region, regardless of patient ability to pay. CMC admitted 36,440 patients and provided 182,071 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 3,408 babies); the area's only neonatal intensive care unit; inpatient and outpatient psychiatric services; a comprehensive rehabilitation unit; extensive outpatient and inpatient surgical and endoscopic services; oncology services; geriatric services; and diagnostic imaging services including CT, MRI, PET, and mammography. Housing a childrens 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 78,059 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 22% percent of ED visits. CMC's 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 programs in family medicine, internal medicines, obstetrics and gynecology, psychiatry, general surgery, neurosurgery. 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 859 events touching over 27,212 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, charity-eligible bad debt, and unreimbursed Medicaid costs for the year exceeded $63.2 million.	Program Service Accomplishment	Form 990, Part III, Line 4a
Certain management and related services for the organization are provided by the management and employees of Carilion Services, Inc., a related organization and supporting organization of the organization.		Form 990, Part VI, Section A, line 3
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 6
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 7a
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.		Form 990, Part VI, Section A, line 7b
A draft copy of the Form 990 was provided to the Audit and Compliance Committee of Carilion Clinic in advance of its August meeting and reviewed with Committee members at that meeting. The final Form 990 was emailed or delivered in hard copy to each member of the Board of Directors several days prior to filing and Board members were encouraged to call with any questions they might have.		Form 990, Part VI, Section B, line 11
A Conflict of Interest Questionnaire, along with a copy of the Policy, is sent out annually to all officers, directors, and key employees. In addition, such individuals are instructed to inform the organization of potential conflicts which arise during the year. Answers to the Questionnaires are reviewed by the Internal Audit Department. Potential conflicts for officers and key employees are reviewed by an internal Conflict of Interest Committee, which follows up on any potential issues to ensure compliance with all policies of the organization. The answers for Directors are reviewed by the Carilion Clinic Audit and Compliance Committee. In addition, the governing body of the organization is provided with a list of the answers annually to make all Board members aware of potential conflicts in order to ensure compliance with policies on how to handle transactions with Board members that may involve potential conflict situations.		Form 990, Part VI, Section B, line 12c
Executive compensation is reviewed annually by the Carilion Clinic 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 which includes the President and Chief Executive Officer, Executive Vice Presidents, Chief Financial Officer, Chief Medical Officer and Chairs of the Clinical Departments. For the fiscal year covered by this return, the Compensation Committee also used the same process to review the compensation of other Disqualified Individuals, including the Hospital Vice Presidents. This review was performed in October 2012. A similar review was last performed in October 2013.This review included a comprehensive report from an outside compensation consultant specializing in healthcare organizations. The report 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 a peer group of organizations similar in size and structure to the organization, which list was reviewed by the Compensation Committee. Detailed minutes of the meetings of the Compensation Committee are kept and approved at the next meeting of the Committee, setting forth the deliberations and decisions regarding the compensation of these executives. In addition, the Compensation Committee annually reviews the compensation plan and philosophy for all vice presidents and senior vice presidents, as well as all employed physicians and physicians in leadership roles.		Form 990, Part VI, Section B, line 15
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 annually to the local newspaper. Limited financial information is available on our web site and in our annual report to the community.		Form 990, Part VI, Section C, line 19
Transfer to affiliates -4,389,672. Transfer to Carilion Clinic for effect of pension-related changes 103,756,170. Distribution from CSJH to CMC 1,191,000.	Changes in Net Assets or Fund Balances:	Form 990, Part XI, line 9:

Schedule R IRS990ScheduleR

Form990 Schedule R Part I Form990ScheduleRPartI (3 entries)

Address Line1AddressUS/AddressLine1	CityAddressUS/City	StateAddressUS/State	ZIP CodeAddressUS/ZIPCode	EINEIN	Primary ActivitiesPrimaryActivities	Legal Domicile StateLegalDomicileState	Total IncomeTotalIncome	EOY AssetsEOYAssets	Direct Controlling Entity NADirectControllingEntityNA
The Center For Surgical Excellence LLC
PO Box 12385	Roanoke	VA	24025	562595597	Inactive	VA	0	0	N/A
Odyssey IV LLC
PO Box 12385	Roanoke	VA	24025	562354974	Inactive	VA	0	0	N/A
RMH Emergency Service LLC
PO Box 12385	Roanoke	VA	24025	541686589	Physician billing	VA	0	0	N/A

Form990 Schedule R Part II Form990ScheduleRPartII (9 entries)

Address Line1AddressUS/AddressLine1	CityAddressUS/City	StateAddressUS/State	ZIP CodeAddressUS/ZIPCode	EINEIN	Primary ActivitiesPrimaryActivities	Legal Domicile StateLegalDomicileState	Exempt Code SectionExemptCodeSection	Public Charity StatusPublicCharityStatus	Direct Controlling Entity NADirectControllingEntityNA	Controlled OrgControlledOrg
Carilion Clinic
PO Box 12385	Roanoke	VA	24025	541190771	Supporting organization	VA	501(c)(3)	Line 11a, I	N/A	0
Carilion Clinic Foundation
PO Box 12385	Roanoke	VA	24025	541190773	Supporting organization	VA	501(c)(3)	Line 11a, I	N/A	0
Carilion Franklin Memorial Hospital
PO Box 12385	Roanoke	VA	24025	540480606	Healthcare	VA	501(c)(3)	Line 3	N/A	0
Carilion Giles Community Hospital
PO Box 12385	Roanoke	VA	24025	540549603	Healthcare	VA	501(c)(3)	Line 3	N/A	0
Carilion New River Valley Medical Center
PO Box 12385	Roanoke	VA	24025	540553805	Healthcare	VA	501(c)(3)	Line 3	N/A	0
Carilion Services Inc
PO Box 12385	Roanoke	VA	24025	541190879	Supporting organization	VA	501(c)(3)	Line 11a, I	N/A	0
Carilion Stonewall Jackson Hospital
PO Box 12385	Roanoke	VA	24025	540568001	Healthcare	VA	501(c)(3)	Line 3	N/A	0
Carilion Tazewell Community Hospital
PO Box 12385	Roanoke	VA	24025	546074580	Healthcare	VA	501(c)(3)	Line 3	N/A	0
Jefferson College of Health Sciences Education Foundation
PO Box 12385	Roanoke	VA	24025	541637118	Fundraising for Carilion Medical Center	VA	501(c)(3)	Line 11b, II	N/A	0

Form990 Schedule R Part III Form990ScheduleRPartIII

Name Of Related Org NameOfRelatedOrg

Field	Value	IRS element (for citing)
Business Name Line1	Roanoke Ambulatory Surgery Center LLC	BusinessNameLine1

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	1102 Jefferson Street SE	AddressLine1
City	Roanoke	City
State	VA	State
ZIP Code	24016	ZIPCode

Field	Value	IRS element (for citing)
EIN	010691564	EIN
Primary Activity	Surgery	PrimaryActivity
Legal Domicile State	VA	LegalDomicileState
Predominant Income Type	Related	PredominantIncomeType
Share Of Total Income	1092348	ShareOfTotalIncome
Share Of EOY Assets	107365	ShareOfEOYAssets
Disproportionate Allocations	0	DisproportionateAllocations
General Or Managing Partner	0	GeneralOrManagingPartner
Percentage Ownership	0.51800	PercentageOwnership

Field	Value	IRS element (for citing)
Receipt Of Int Ann Rents Royalties	0	ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org	0	GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org	0	GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org	1	LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org	1	LoansOrGuaranteesFromOtherOrg
Dividends Related Organization	0	DividendsRelatedOrganization
Sale Of Assets To Other Org	0	SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org	0	PurchaseOfAssetsFromOtherOrg
Exchange Of Assets	0	ExchangeOfAssets
Rental Of Facilities To Other Orgs	1	RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs	1	RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs	1	PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs	1	PerformOfServicesByOtherOrgs
Sharing Of Facilities	0	SharingOfFacilities
Sharing Of Paid Employees	0	SharingOfPaidEmployees
Reimbursement Paid To Other Org	0	ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org	0	ReimbursementPaidByOtherOrg
Other Transfer To Other Org	1	OtherTransferToOtherOrg
Other Transfer From Other Org	0	OtherTransferFromOtherOrg