2013-08-15T12:41:12-00:00 2012-09-30 Deloitte Tax LLP 424 Church Street Nashville TN 37219 990 2011-10-01 541190879 Carilion Services Inc CARI 5402245112 PO Box 12385 Roanoke VA 240252385 G Robert Vaughan Jr 5402245112 2013-08-15 true Francis J Bedard 6152591811 2013-08-15 2011 2016-02-24 21:20:13Z Nancy Howell Agee PO Box 12385 Roanoke VA 24025 178164760 false X www.carilionclinic.org X 1982 VA See Schedule O 3 0 1639 7356711 -1325033 377990 185750653 174282167 1470037 1847450 1871861 767361 189092551 177274968 332748 792744 0 107690006 109615325 0 0 80599460 68074915 188622214 178482984 470337 -1208016 452933961 490813240 97520765 125598892 355413196 365214348 X The principal purpose of this corporation is to generate, through subsidiaries engaged in both taxable and tax-exempt activities, funds for contribution to parent or affiliated organizations in the provision of quality health care services and to promote physical fitness and preventive medicine. false false 173418344 792744 167695492 See Schedule O 173418344 true true false true false false false false false false true true false false true true false false false false false false false false false false false true false true false false false true false false false true false false false false true true false false true false true X 640 0 true 1639 true true true true BD CA CJ EI false false false false false false false false X 3 0 false false false false true true true true true false false true true true true true true true true false X X The Corporation 5402245112 213 S Jefferson Street Roanoke VA 240111705 X Nancy Howell Agee 050.00 X X 931949 0 551536 Donald Lorton 050.00 X X 680251 0 528400 Melina Perdue 050.00 X X 386382 0 266044 Briggs Andrews 050.00 X 348916 0 281487 R Wayne Gandee 002.00 X 0 600420 49888 G Robert Vaughan 050.00 X 222215 0 62388 Rachel Mabe 050.00 X 67991 0 25993 Kay Hix 050.00 X 324934 0 140643 Curtis Mills 050.00 X 318605 0 240729 Donna Littlepage 050.00 X 247686 0 101275 Donald Halliwill 050.00 X 244181 0 65903 Jeanne Armentrout 050.00 X 238766 0 116164 Edward Murphy MD 000.00 X 6120567 0 118551 Mark Werner MD 000.00 X 186004 0 207114 Martha Boggs 000.00 X 270337 0 36129 10588784 600420 2792244 14 true true false Skanska US Building Inc PO Box 17167 WinstonSalem NC 271167167 Construction contractor 4514946 Air Methods Corporation PO Box 172892 Denver CO 802172892 Medical helicopter services 4227685 Epic Systems Corporation Box 88314 Milwaukee WI 532880314 Software maintenance and consulting 2583182 Deloitte Consulting LLP PO Box 7247-6446 Philadelphia PA 171906446 Consulting services 5292012 Microsoft Corporation PO Box 844510 Dallas TX 752844510 Software Maintenance 1286575 55 377990 377990 Unrelated Business Income 561000 7356711 7356711 Management Fees 900099 143322363 143322363 Net Patient Revenues 900099 10354667 10354667 Carilion Patient Transportation Services 900099 13152328 13152328 Program-Related Investments 900099 96098 96098 174282167 1872857 1872857 856777 882184 -25407 -25407 -25407 4933 7608 -2675 -2675 Purchase Discounts 900099 245835 245835 524201 524201 770036 177274968 167695492 7356711 1844775 792744 792744 0 0 0 2154938 2154938 0 82580994 81126278 1454716 7181893 7181893 12044278 11639916 404362 5653222 5653222 141830 141830 798701 798701 518750 518750 812 812 1148 1148 10941439 10019026 922413 1853882 1853882 20480404 20433275 47129 10613968 10613968 0 7319405 7319405 712191 697190 15001 0 0 0 0 6855768 6855768 3247690 3247690 Education 1219897 536034 683863 Dues Subscriptions 1046947 1046947 Bad Debt 994933 994606 327 Recruitment 563126 562810 316 764024 687940 76084 178482984 173418344 5064640 0 4188 4188 181513711 184540208 10171490 11000879 1887708 1914950 31494925 37339942 3529635 3501890 5665695 6779120 145944028 120722538 26930157 25221490 794419 794955 190187709 218453856 754324 1261762 452933961 490813240 95645057 51844879 5698371 1875708 2383877 65671765 97520765 125598892 X 355413196 365214348 355413196 365214348 452933961 490813240 X -1208016 11009168 X false true true X false X X X false false false Bedford Memorial Hospital 540566100 3 false 0 Carilion Franklin Memorial Hospital 540480606 3 false 0 Carilion Giles Community Hospital 540549603 3 false 0 Carilion Medical Center 540506332 3 true 0 Carilion New River Valley Medical Center 540553805 3 false 0 Carilion Stonewall Jackson Hospital 540568001 3 false 0 Carilion Tazewell Community Hospital 546074580 3 false 0 7 0.00000 0.00000 0.00000 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true false false false false true false true 812 812 false II-B 1i Portion of dues paid to Virginia Hospital and Healthcare Assn. spent on lobbying. false 2301409 2301409 13271473 8545894 4725579 89627 73228 16399 128128602 111706161 16422441 2152917 397255 1755662 25221490 218453856 F 218453856 Qualified Pension Liability 55299841 Nonqualified Pension Liability 8208949 Accrued Unclaimed Property 1911141 Pledge 251834 65671765 X 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, 2012 and 2011. Carilion does not expect that unrecognized tax benefits will materially increase within the next 12 months. true United Way of Roanoke Valley 325 Campbell Ave Roanoke VA 24016 540535302 501c3 15035 General Support New Century Technology Council 2000 Kraft Dr Blacksburg VA 24060 541897618 501c6 5500 General Support Boys & Girls Club of SW Virginia 1714 9th St SE Roanoke VA 24013 541867366 501c3 19500 General Support Total Action Against Poverty PO Box 2868 Roanoke VA 24001 546057095 501c3 6500 General Support Children's Trust of Roanoke 541 Luck Ave 308 Roanoke VA 24016 510235891 501c3 5000 Operational Support JDRF International 3959 Electric Rd Roanoke VA 24018 231907729 501c3 6000 Event sponsorship American Red Cross 352 Church Ave Roanoke VA 24016 530196605 501c3 10200 Disaster Preparedness Roanoke Symphony Orchestra 541 Luck Ave 200 Roanoke VA 24016 546019736 501c3 17000 Performance sponsorship Roanoke Valley SPCA 1340 Baldwin Ave Roanoke VA 24012 540679796 501c3 15500 New Clinic Rx Partnership 2924 Emorywood Pky Richmond VA 23294 541186937 501c3 20000 Medication Assistance NRV Cares 205 W Main St Christiansburg VA 24073 541773419 501c3 10000 Parenting Program Rebuilding Together Roanoke PO Box 4532 Christiansburg VA 24073 541961045 501c3 5000 Home Remediation Smith Mtn Lake Regional Chamber of Commerce 16430 Booker T Washington Hwy Moneta VA 24121 541654288 501c6 6450 Event sponsorships Childrens Advocacy Programs of the Blue Ridge 300 S Main Rocky Mount VA 24151 541950268 501c3 15000 Child/Caretaker Program Greater Roanoke Transit Company 1108 Campbell Ave Roanoke VA 24013 540982022 501c3 51672 Trolley Service Susan G Komen for the Cure 4910 Valley View Blvd Roanoke VA 24012 562619425 501c3 10000 Event sponsorship West End Center Inc PO Box 4562 Roanoke VA 24015 541150320 501c3 6250 Event sponsorship Presbyterian Community Center 1228 Jamison Ave SE Roanoke VA 24013 541610899 501c3 10000 Event sponsorship Roanoke Regional Partnership 111 Franklin Rd Roanoke VA 24011 521327998 501c6 10000 Event sponsorship SML Good Neighbors PO Box 2 Moneta VA 24121 261274000 501c3 15000 Summer day camp Mental Health America 10 E Church Ave Roanoke VA 24011 540703132 501c3 33000 Operational Support Free Clinic of Franklin County 490S Main St Rocky Mount VA 24151 541634138 501c3 20000 Operational Support Jefferson Center Foundation 541 Luck Ave SW 221 Roanoke VA 24016 621392982 501c3 7000 Event sponsorship RAMA Foundation PO Box 8602 Roanoke VA 24014 510218435 501c3 5000 Event sponsorship American Cancer Society 2840 Electric Rd 106A Roanoke VA 24018 580659875 501c3 13500 Event sponsorship The Rescue Mission of Roanoke PO Box 11525 Roanoke VA 24022 540573900 501c3 5500 Event sponsorship American Heart Association 4217 Park Place Ct Glen Allen VA 23060 135613797 501c3 22500 Event sponsorship Council of Community Services 502 Campbell Ave Roanoke VA 24016 540718859 501c3 20000 Dental Clinic SeniorNavigatorcom 7501 Boulder View Dr 201 Richmond VA 23219 541977334 501c3 8000 General Support Free Clinic of the NRV 215 Roanoke St Christiansburg VA 24073 510247098 501c3 50000 Dental Clinic, Operations Downtown Roanoke Inc 213 Market St SW Roanoke VA 24011 540681034 501c6 5000 Food Assistance National Multiple Sclerosis Society 1 Morton Dr 106 Charlotte VA 22903 540834654 501c3 7500 Event sponsorship Kuumba Health & Wellness Ctr 3716 Melrose Ave Roanoke VA 24017 541937835 501c3 20000 Nutrition Education Roanoke Valley Greenway Commission 1206 Kessler Mill Rd Salem VA 24153 546001572 501c3 50000 Trail Construction Science Musuem of Western VA 1 Market Square Roanoke VA 24011 541023953 501c3 175000 Renovation Project Carilion New River Valley Medical Center 2900 Lamb Circle Christiansburg VA 24073 540553805 501c3 9500 Medication Assistance Virginia Chamber of Commerce 9 S 5th St Richmond VA 23219 540421190 501c6 5000 Healthcare Conference 32 5 1 2 For Carilion Clinics Community grant program, each grantee must sign a letter of agreement with Carilion Clinic that delineates the terms and specific objectives of the project. By accepting a Carilion award, grantees must publicly acknowledge the support of Carilion Clinic in all materials and/or related special events or fundraisers throughout the award cycle where other donors are publicly recognized. One mid-cycle project report, a site visit for new grantees, and a final program evaluation will be required for every funded project. Among other things, program evaluation will address organizational effectiveness, program impact, and community benefit through collection of data measuring such items as clients served, cost effectiveness of the program cost per client or service, tangible community or client outcomes, and specific efforts to cultivate diverse funding sources for program sustainability. Each grantee must agree to submit requested data and reports on a timely basis and to complete the evaluation process as requested. X true true true true false false false false false true false Nancy Howell Agee 621900 164555 145494 538527 13009 1483485 144864 Donald Lorton 486200 129425 64626 509034 19366 1208651 63526 Melina Perdue 293247 49641 43494 251092 14952 652426 Briggs Andrews 299920 46066 2930 272403 9084 630403 R Wayne Gandee 492358 100899 7163 41592 8296 650308 G Robert Vaughan 181941 29022 11252 50320 12068 284603 Kay Hix 234332 86111 4491 135163 5480 465577 Curtis Mills 219663 85929 13013 232371 8358 559334 51477 Donna Littlepage 213915 33000 771 95859 5416 348961 Donald Halliwill 210112 33722 347 54139 11764 310084 Jeanne Armentrout 198495 32839 7432 114162 2002 354930 Edward Murphy MD 445000 348245 5327322 99185 19366 6239118 2503674 Mark Werner MD 74467 28435 83102 203482 3632 393118 82580 Martha Boggs 270337 36129 306466 145925 I 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. I 4b - Nancy Howell Agee 303,824, Briggs Andrews 85,406, Curtis Mills 21,060, Melina Perdue 121,120, Mark Werner 94,090, Donald Lorton 250,129. I 4a Edward Murphy 2,561,000 II 12 Edward Murphy, M.D. was employed by Carilion Clinic and related entities for 13 years, serving as President and CEO during the last 10 of those years. He left Carilion employment on June 30, 2011. Dr. Murphys 2011 base compensation for his employment during the six months of calendar 2011 is reported in column Bi. II 12 CONTINUED Bonus compensation in column B ii includes a scorecard bonus prorated for nine months of fiscal year 2011 which began on October 1, 2010 and prior period bonus accruals. In addition, Dr. Murphy was paid, or vested in, 5.3 million in other reportable compensation, reported in column B iii. II 12 CONTINUED Of that amount, 2.7 million represented retirement benefits through a pension restoration plan. Pursuant to that plan, Carilion accrued a benefit for Dr. Murphy throughout the 13 years of his employment, which benefit vested and became taxable on July 1, 2011. II 12 CONTINUED The pension restoration plan restored Dr. Murphys retirement benefit to the amount he would have received under Carilions pension plan but for restrictions imposed by the Internal Revenue Code on the amount any participant can receive from a tax qualified pension plan. II 12 CONTINUED The remaining amount in Column B iii includes ending compensation of 2.6 million received by Dr. Murphy in lieu of certain earned or expected benefits, plus some small non-taxable reimbursements and benefit plan contributions. Column C recognizes the accrual for the year of benefits under the qualified pension plan for Dr. Murphy. II 12 CONTINUED Finally, column F recognizes that, of the reportable compensation shown in column Biii, 2.5 million had previously been reported as deferred compensation on prior year Form 990s. All elements of Dr. Murphys compensation were approved by the Carilion Clinic Compensation Committee and/or Board of Directors in accordance with the process described in Schedule O in response to Form 990, Part VI, Section B, Line 15a. Nancy Howell Agee Split-dollar ins. premium X 7875 176332 false true true Briggs Andrews Split-dollar ins. premium X 6220 144869 false true true Briggs Andrews Split-dollar ins. premium X 2550 125562 false true true Keith K Hunt Split-dollar ins. premium X 19200 435583 false true true Donald E Lorton Split-dollar ins. premium X 6200 290300 false true true Curtis Mills Split-dollar ins. premium X 2300 49900 false true true Curtis Mills Split-dollar ins. premium X 3000 126281 false true true Edward G Murphy Split-dollar ins. premium X 17025 438821 false true true Lucas A Snipes Split-dollar ins. premium X 2100 45666 false true true Lucas A Snipes Split-dollar ins. premium X 625 81636 false true true 1914950 Nancy Howell Agee President/Director 121647 lab services false Donald Lorton EVP/Treasurer/Director 121647 lab services false IV 1 and 2 -- 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. Form 990 Part I 1 -- The organization supports the activities of Carilion Clinic, a healthcare organization in western Virginia that includes a large multi-specialty physician group, hospitals and ancillary services, focused on the goal of providing the best possible health outcome and health care experience for each patient. Form 990 Part III 1 -- The principal purpose of this corporation is to generate, through subsidiaries engaged in both taxable and tax-exempt activities, funds for contribution to parent or affiliated organizations in the provision of quality health care services and to promote physical fitness and preventive medicine. Form 990 Part III 4a -- By providing management services and administrative functions with an emphasis on cost effectiveness, compliance, and quality Carilion Services, Inc. supports Carilions mission to improve the health of the communities it serves. CSI supports Carilion Clinics core hospital business and related activities by providing technology human resources legal services patient billing accounting and finance internal audit and compliance materials management and strategic planning services. This assisted the Clinics hospitals in admitting 50,304 patients and providing 227,562 days of care during the year, and supporting numerous programs designed to serve the health needs of the area. Form 990 Part III 4a CONTINUED Honoring its commitment to serving the health care needs of the region regardless of patient ability to pay, Carilion provided extensive uncompensated care. Stated at cost, charity, bad debt, and unreimbursed Medicaid costs for the year exceeded 90.1 million. Form 990 Part VI 6 and 7a -- The sole member of the organization, Carilion Clinic, elects the members of the governing body of the organization periodically as terms expire. The sole member also has the right to remove directors and fill any vacancies on the board that may occur for any reason. Form 990 Part VI 7b -- The sole member of the organization, Carilion Clinic, holds reserved powers with respect to certain enumerated actions, including appointment of CEO, approval of borrowings, budgets and strategic plans and amendments of Articles of Incorporation and Bylaws. Approval by the Board of Directors of Carilion Clinic is required for such actions. In addition to the reserved powers, under the laws of the Commonwealth of Virginia certain extraordinary actions require member approval, such as mergers, consolidations, liquidations and the sale of substantially all of the assets of the organization. Form 990 Part VI 11b -- 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 12c -- 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. Form 990 Part VI 12c CONTINUED 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 15a and 15b -- 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 President and Chief Executive Officer, Executive Vice Presidents, which include the Chief Financial Officer and the Chief Medical Officer. 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 2011. A similar review was last performed in October 2012. Form 990 Part VI 15a and 15b CONTINUED 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. Form 990 Part VI 15a and 15b CONTINUED 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 19 -- The organizations 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. Form 990 Part VII Column B -- Directors and officers listed with less than 50 average hours per week who receive compensation from related organizations reported in column E also serve as directors and/or officers on other related organizations in the Carilion system. The difference between the hours shown in Column B and 50 hours would equal the hours worked by these individuals for related organizations. Form 990 Part XI 5 -- Other adjustments - unrealized gain on investments 104,709 transfer to Carilion Clinic for effect of pension-related changes 17,238,347 transfer from affiliates of 28,475,000 and rounding of 1 for net of 11,341,361. Form 990 Part I Line 1 -- The organization supports the activities of Carilion Clinic, a healthcare organization in western Virginia that includes a large multi-specialty physician group, hospitals and ancillary services, focused on the goal of providing the best possible health outcome and health care experience for each patient. Form 990 Part III Line 1 -- The principal purpose of this corporation is to generate, through subsidiaries engaged in both taxable and tax-exempt activities, funds for contribution to parent or affiliated organizations in the provision of quality health care services and to promote physical fitness and preventive medicine. Form 990 Part III Line 4a -- By providing management services and administrative functions with an emphasis on cost effectiveness, compliance, and quality Carilion Services, Inc. supports Carilions mission to improve the health of the communities it serves. CSI supports Carilion Clinics core hospital business and related activities by providing technology human resources legal services patient billing accounting and finance internal audit and compliance materials management and strategic planning services. This assisted the Clinics hospitals in admitting 50,304 patients and providing 227,562 days of care during the year, and supporting numerous programs designed to serve the health needs of the area. Form 990 Part III Line 4a CONTINUED Honoring its commitment to serving the health care needs of the region regardless of patient ability to pay, Carilion provided extensive uncompensated care. Stated at cost, charity, bad debt, and unreimbursed Medicaid costs for the year exceeded 90.1 million. Form 990 Part VI Section A Line 6 and 7a -- The sole member of the organization, Carilion Clinic, elects the members of the governing body of the organization periodically as terms expire. The sole member also has the right to remove directors and fill any vacancies on the board that may occur for any reason. Form 990 Part VI Section A Line 7b -- The sole member of the organization, Carilion Clinic, holds reserved powers with respect to certain enumerated actions, including appointment of CEO, approval of borrowings, budgets and strategic plans and amendments of Articles of Incorporation and Bylaws. Approval by the Board of Directors of Carilion Clinic is required for such actions. In addition to the reserved powers, under the laws of the Commonwealth of Virginia certain extraordinary actions require member approval, such as mergers, consolidations, liquidations and the sale of substantially all of the assets of the organization. Form 990 Part VI Section B Line 11b -- 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 12c -- 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. Form 990 Part VI Section B Line 12c CONTINUED 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 15a and 15b -- 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 President and Chief Executive Officer, Executive Vice Presidents, which include the Chief Financial Officer and the Chief Medical Officer. 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 2011. A similar review was last performed in October 2012. Form 990 Part VI Section B Line 15a and 15b CONTINUED 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. Form 990 Part VI Section B Line 15a and 15b CONTINUED 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 C Line 19 -- The organizations 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. Form 990 Part VII Section A Line Column B -- Directors and officers listed with less than 50 average hours per week who receive compensation from related organizations reported in column E also serve as directors and/or officers on other related organizations in the Carilion system. The difference between the hours shown in Column B and 50 hours would equal the hours worked by these individuals for related organizations. Form 990 Part XI Line 5 -- Other adjustments - unrealized gain on investments 104,709 transfer to Carilion Clinic for effect of pension-related changes 17,238,347 transfer from affiliates of 28,475,000 and rounding of 1 for net of 11,341,361. Carilion Clinic Medicare Resources LLC PO Box 12385 Roanoke VA 24025 263729975 Medicare HMO VA 34507505 16770691 Carilion Services Inc Carilion Clinic Patient Transportation Services LLC PO Box 12385 Roanoke VA 24025 541864693 Transportation VA 12357824 3351625 Carilion Services Inc Carilion Professional Services LLC PO Box 12385 Roanoke VA 24025 542030773 CRNAs VA 10183262 374199 Carilion Services Inc Blue Ridge Indeminity Company LLC 76 St Paul Street Suite 500 Burlington VT 05401 270927175 Insurance VT 11865022 31093909 Carilion Services Inc Carilion Tazewell Community Hospital PO Box 12385 Roanoke VA 24025 546074580 Healthcare VA 501c3 3 N/A false Carilion Clinic PO Box 12385 Roanoke VA 24025 541190771 Supporting organization VA 501c3 11 Type I N/A false Carilion Clinic Foundation PO Box 12385 Roanoke VA 24025 541190773 Supporting organization VA 501c3 11 Type I N/A false Carilion Franklin Memorial Hospital PO Box 12385 Roanoke VA 24025 540480606 Healthcare VA 501c3 3 N/A false Carilion Giles Community Hospital PO Box 12385 Roanoke VA 24025 540549603 Healthcare VA 501c3 3 N/A false Carilion Medical Center PO Box 12385 Roanoke VA 24025 540506332 Healthcare VA 501c3 3 N/A false Carilion New River Valley Medical Center PO Box 12385 Roanoke VA 24025 540553805 Healthcare VA 501c3 3 N/A false Carilion Stonewall Jackson Hospital PO Box 12385 Roanoke VA 24025 540568001 Healthcare VA 501c3 3 N/A false CHS Inc and Subsidiaries PO Box 12385 Roanoke VA 24025 541725732 Services VA Carilion Services Inc C Corp 157124193 256012942 1.00000 Carilion Clinic Medicare Resources LLC PO Box 12385 Roanoke VA 24025 263729975 Medicare HMO VA Carilion Services Inc C Corp 34507505 16770691 1.00000 false false false false false false false false false true true true false false false false true true CHS Inc and Subsidiaries j 230491 Market rates CHS Inc and Subsidiaries k 12370985 Cost CHS Inc and Subsidiaries l 331459 Cost CHS Inc and Subsidiaries q 22041000 Cash