CARILION MEDICAL CENTER: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization: CARILION MEDICAL CENTER (EIN 54-0506332)
Tax period: 2011-10-01 to 2012-09-30
Filed: 2013-08-15
IRS object ID: 201312279349303641
Schema version: 2011v1.2
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	2013-08-15T16:38:30-00:00	Timestamp
Tax Period End Date	2012-09-30	TaxPeriodEndDate

Preparer Firm PreparerFirm

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	2011-10-01	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	G Robert Vaughan Jr	Name
Title	Treasurer	Title
Phone	5402245112	Phone
Date Signed	2013-08-15	DateSigned
Authorize Third Party	true	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	Francis J Bedard	Name
Phone	6152591811	Phone
Date Prepared	2013-08-15	DatePrepared

Field	Value	IRS element (for citing)
Tax Year	2011	TaxYear
Build TS	2016-02-24 21:20:13Z	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	24025	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	1497319630	GrossReceipts
Group Return For Affiliates	false	GroupReturnForAffiliates
Organization501c3	X	Organization501c3
Web Site	www.carilionclinic.org	WebSite
Type Of Organization Corporation	X	TypeOfOrganizationCorporation
Year Formation	1905	YearFormation
State Legal Domicile	VA	StateLegalDomicile
Activity Or Mission Description	Carilion Medical Center, includes Carilion Roanoke Memorial Hospital and Carilion Roanoke Community Hospital, part of Carilion Clinic, a not-for-profit healthcare organization committed to improving health outcomes for every patient while advancing the quality of care through medical education and research.	ActivityOrMissionDescription
Nbr Voting Members Governing Body	13	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	6	NbrIndependentVotingMembers
Total Nbr Employees	7158	TotalNbrEmployees
Total Nbr Volunteers	395	TotalNbrVolunteers
Total Gross UBI	24933	TotalGrossUBI
Contributions Grants Prior Year	3115861	ContributionsGrantsPriorYear
Contributions Grants Current Year	3430284	ContributionsGrantsCurrentYear
Program Service Revenue Prior Year	867464903	ProgramServiceRevenuePriorYear
Program Service Revenue CY	922662801	ProgramServiceRevenueCY
Investment Income Prior Year	16755315	InvestmentIncomePriorYear
Investment Income Current Year	9721278	InvestmentIncomeCurrentYear
Other Revenue Prior Year	16277538	OtherRevenuePriorYear
Other Revenue Current Year	37512596	OtherRevenueCurrentYear
Total Revenue Prior Year	903613617	TotalRevenuePriorYear
Total Revenue Current Year	973326959	TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year	645000	GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY	828922	GrantsAndSimilarAmntsCY
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Prior Year	424781502	SalariesEtcPriorYear
Salaries Etc Current Year	457445622	SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY	0	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	344817	TotalFundrsngExpCurrentYear
Other Expense Prior Year	456261337	OtherExpensePriorYear
Other Expenses Current Year	477968291	OtherExpensesCurrentYear
Total Expenses Prior Year	881687839	TotalExpensesPriorYear
Total Expenses Current Year	936242835	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	21925778	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	37084124	RevenuesLessExpensesCY
Total Assets BOY	899698355	TotalAssetsBOY
Total Assets EOY	979661849	TotalAssetsEOY
Total Liabilities BOY	667713487	TotalLiabilitiesBOY
Total Liabilities EOY	769565549	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	231984868	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	210096300	NetAssetsOrFundBalancesEOY
Info In Schedule O Part III	X	InfoInScheduleOPartIII
Mission Description	See Schedule O	MissionDescription
Significant New Program Services	false	SignificantNewProgramServices
Significant Change	false	SignificantChange
Expense	827516654	Expense
Grants	828922	Grants
Revenue	945920521	Revenue
Description	See Schedule O.	Description
Total Program Service Expense	827516654	TotalProgramServiceExpense
Described In501 C3	true	DescribedIn501C3
Schedule B Required	true	ScheduleBRequired
Political Activities	false	PoliticalActivities
Lobbying Activities	true	LobbyingActivities
Subject To Proxy Tax	false	SubjectToProxyTax
Donor Advised Funds	false	DonorAdvisedFunds
Conservation Easements	false	ConservationEasements
Collections Of Art	false	CollectionsOfArt
Credit Counseling	false	CreditCounseling
Term Or Permanent Endowments	true	TermOrPermanentEndowments
Report Land Bldg Equip	true	ReportLandBldgEquip
Report Invest Oth Securities	false	ReportInvestOthSecurities
Report Prog Rel Invest	false	ReportProgRelInvest
Report Other Assets	false	ReportOtherAssets
Report Other Liabilities	true	ReportOtherLiabilities
Report Fin48 Footnote	true	ReportFin48Footnote
Independent Audit Financial Stmt	false	IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt	false	ConsolidatedAuditFinancialStmt
School	false	School
Foreign Office	false	ForeignOffice
Foreign Activities	false	ForeignActivities
More Than5000 K To Organizations	false	MoreThan5000KToOrganizations
More Than5000 K To Individuals	false	MoreThan5000KToIndividuals
Professional Fundraising	false	ProfessionalFundraising
Fundraising Activities	true	FundraisingActivities
Gaming	false	Gaming
Hospital	true	Hospital
Financial Stmt Attached	true	FinancialStmtAttached
Grants To Organizations	true	GrantsToOrganizations
Grants To Individuals	true	GrantsToIndividuals
Schedule J Required	true	ScheduleJRequired
Tax Exempt Bonds	true	TaxExemptBonds
Invest Tax Exempt Bonds	false	InvestTaxExemptBonds
Escrow Account	false	EscrowAccount
On Behalf Of Issuer	false	OnBehalfOfIssuer
Excess Benefit Transaction	false	ExcessBenefitTransaction
Prior Excess Benefit Transaction	false	PriorExcessBenefitTransaction
Loan To Officer Or DQP	false	LoanToOfficerOrDQP
Grant To Related Person	false	GrantToRelatedPerson
Bsnss Rltnshp With Organization	false	BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member	false	BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp	true	OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions	true	DeductibleNonCashContributions
Deductible Contributions Of Art	false	DeductibleContributionsOfArt
Terminated	false	Terminated
Partial Liquidation	false	PartialLiquidation
Disregarded Entity	true	DisregardedEntity
Related Entity	true	RelatedEntity
Related Org Controlled Entity	false	RelatedOrgControlledEntity
Transaction Related Entity	false	TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org	false	TransfersToExemptNonChrtblOrg
Activities Conducted Partnership	false	ActivitiesConductedPartnership
Schedule O Required	true	ScheduleORequired
Number Forms Transmitted With1096	0	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Compliance With Backup Witholding	true	ComplianceWithBackupWitholding
Number Of Employees	7158	NumberOfEmployees
Employment Tax Returns Filed	true	EmploymentTaxReturnsFiled
Unrelated Business Income	true	UnrelatedBusinessIncome
Form990-T Filed	true	Form990-TFiled
Foreign Financial Account	true	ForeignFinancialAccount
Name Of Foreign Country	BD	NameOfForeignCountry
Name Of Foreign Country	CA	NameOfForeignCountry
Name Of Foreign Country	CJ	NameOfForeignCountry
Name Of Foreign Country	EI	NameOfForeignCountry
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTrans
Taxable Party Notification	false	TaxablePartyNotification
Non Deductible Contributions	false	NonDeductibleContributions
Quid Pro Quo Contributions	false	QuidProQuoContributions
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOf
Funds To Pay Premiums	false	FundsToPayPremiums
Premiums Paid	false	PremiumsPaid
Indoor Tanning Services	false	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	false	FamilyOrBusinessRelationship
Delegation Of Management Duties	true	DelegationOfManagementDuties
Changes To Organizing Docs	false	ChangesToOrganizingDocs
Material Diversion Or Misuse	false	MaterialDiversionOrMisuse
Members Or Stockholders	true	MembersOrStockholders
Election Of Board Members	true	ElectionOfBoardMembers
Decisions Subject To Approval	true	DecisionsSubjectToApproval
Minutes Of Governing Body	true	MinutesOfGoverningBody
Minutes Of Committees	true	MinutesOfCommittees
Officer Mailing Address	false	OfficerMailingAddress
Local Chapters	false	LocalChapters
Form990 Provided To Governing Body	true	Form990ProvidedToGoverningBody
Conflict Of Interest Policy	true	ConflictOfInterestPolicy
Annual Disclosure Covered Persons	true	AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement	true	RegularMonitoringEnforcement
Whistleblower Policy	true	WhistleblowerPolicy
Document Retention Policy	true	DocumentRetentionPolicy
Compensation Process CEO	true	CompensationProcessCEO
Compensation Process Other	true	CompensationProcessOther
Investment In Joint Venture	true	InvestmentInJointVenture
Written Policy Or Procedure	true	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

Field	Value	IRS element (for citing)
Name Person	The Corporation	NamePerson
Telephone Number	5402245112	TelephoneNumber

Address US AddressUS

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

Field	Value	IRS element (for citing)
Info In Schedule O Part VII	X	InfoInScheduleOPartVII

Form990 Part VII Section A Form990PartVIISectionA (31 entries)

TitleTitle	Average Hours Per WeekAverageHoursPerWeek	Individual Trustee Or DirectorIndividualTrusteeOrDirector	Reportable Comp From OrganizationReportableCompFromOrganization	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Other CompensationOtherCompensation	OfficerOfficer	Highest Compensated EmployeeHighestCompensatedEmployee	FormerFormer
R Steve Blanks
Vice Chairman/Director	002.00	X	0	0	0
James Cain MD
Director	002.00	X	0	0	0
George Cartledge III
Director	002.00	X	0	0	0
David Caudill
Chairman/Director	002.00	X	0	0	0
William Dichtel Jr MD
Director	050.00	X	297433	0	50959
Beth Doughty
Director	002.00	X	0	0	0
John Hans
Director	002.00	X	0	0	0
Victor Iannello
Chairman/Director	002.00	X	0	0	0
Cynda Johnson MD
Director	002.00	X	0	569251	53143
Stephen Musselwhite
Director	002.00	X	0	0	0
Clifford Nottingham MD
Director	002.00	X	0	290695	127309
Philip Shiner MD
Director	050.00	X	203289	0	33296
Donald Smith
Director	002.00	X	0	0	0
David Thompson MD
Director	002.00	X	0	0	0
Onzlee Ware
Director	002.00	X	0	0	0
Patrice Weiss MD
Director	050.00	X	406295	0	35174
Ralph Whatley III MD
Director	050.00	X	422406	0	48964
Nancy Howell Agee
President/CEO	002.00		0	931949	551536	X
Briggs Andrews
Secretary	002.00		0	348916	281487	X
Donald Lorton
EVP/Treasurer	002.00		0	680251	528400	X
R Wayne Gandee MD
EVP/Chief Medical Officer	002.00		0	600420	49888	X
Donald Halliwill
VP/Asst. Treasurer	002.00		0	244181	65903	X
G Robert Vaughan Jr
Asst. Treasurer	002.00		0	222215	62388	X
Rachel Mabe
Asst. Secretary	002.00		0	67991	25993	X
Jonathan Carmouche MD
Physician	050.00		1350063	0	19938		X
Joseph Moskal MD
Physician	050.00		1236838	0	33819		X
John Mann MD
Physician	050.00		951969	0	42892		X
Cay Mierisch MD
Physician	050.00		933128	0	39742		X
Gary Simonds MD
Physician	050.00		833709	0	62681		X
Edward Murphy MD
Former President/CEO	000.00		0	6120567	118551			X
Mark Werner MD
Former EVP	000.00		0	186004	207114			X

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	6635130	TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs	10262440	TotalReportableCompFrmRltdOrgs
Total Other Compensation	2439177	TotalOtherCompensation
Number Individuals GT100 K	19	NumberIndividualsGT100K
Formers Listed	true	FormersListed
Total Comp GT150 K	true	TotalCompGT150K
Compensation From Other Sources	false	CompensationFromOtherSources

Contractor Compensation ContractorCompensation (5 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1	CityAddressOfContractor/AddressUS/City	StateAddressOfContractor/AddressUS/State	ZIP CodeAddressOfContractor/AddressUS/ZIPCode	Description Of ServicesDescriptionOfServices	CompensationCompensation
Siemens Medical Solutions
51 Valley Stream Parkway	Malvern	PA	19355	Equipment and software maintenance	3703094
Solstas Lab Partners Group LLC
PO Box 751337	Charlotte	NC	282751337	Laboratory Services	26433491
GJ Hopkins Inc
714 5th St NE	Roanoke	VA	24016	Construction contractor	1597475
Anesthesiology Consultants of Virginia
5115 Bernard Dr Ste 201	Roanoke	VA	24018	Anesthesiologists	1956962
Foodservice Partners of Virginia
2823 Franklin Rd Bldg B	Roanoke	VA	24014	Food services contractor	1994777

Field	Value	IRS element (for citing)
Number Of Contractors GT100 K	79	NumberOfContractorsGT100K
Federated Campaigns	617132	FederatedCampaigns
Fundraising Events	139634	FundraisingEvents
Government Grants	2137875	GovernmentGrants
All Other Contributions	535643	AllOtherContributions
Noncash Contributions	5525	NoncashContributions
Total Contributions	3430284	TotalContributions

Program Service Revenue ProgramServiceRevenue (5 entries)

DescriptionDescription	Business CodeBusinessCode	Total Revenue ColumnTotalRevenueColumn	Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome
Net Patient Service Revenues	900099	898991448	898991448
Tuition and Other	900099	21399677	21399677
Program-related Investments	900099	880732	880732
Other Health Education	900099	703133	703133
Clinical Research	900099	687811	687811

Field	Value	IRS element (for citing)
Total Program Service Revenue	922662801	TotalProgramServiceRevenue

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	16348283	TotalRevenueColumn
Unrelated Business Revenue	24933	UnrelatedBusinessRevenue
Exclusion	$16,323,350	ExclusionAmount

Income From Invest Bond Proceeds IncomeFromInvestBondProceeds

Field	Value	IRS element (for citing)
Total Revenue Column	95	TotalRevenueColumn
Exclusion	$95	ExclusionAmount

Gross Rents GrossRents

Field	Value	IRS element (for citing)
Real	12983011	Real

Rental Income Or Loss RentalIncomeOrLoss

Field	Value	IRS element (for citing)
Real	12983011	Real

Net Rental Income Or Loss NetRentalIncomeOrLoss

Field	Value	IRS element (for citing)
Total Revenue Column	12983011	TotalRevenueColumn
Exclusion	$12,983,011	ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

Field	Value	IRS element (for citing)
Securities	517291700	Securities
Other	2842	Other

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

Field	Value	IRS element (for citing)
Securities	523921642	Securities

Gain Or Loss GainOrLoss

Field	Value	IRS element (for citing)
Securities	-6629942	Securities
Other	2842	Other

Net Gain Or Loss Investments NetGainOrLossInvestments

Field	Value	IRS element (for citing)
Total Revenue Column	-6627100	TotalRevenueColumn
Exclusion	-$6,627,100	ExclusionAmount

Field	Value	IRS element (for citing)
Gross Income Fundraising Events	49450	GrossIncomeFundraisingEvents
Cntrbtns Rprtd Fundraising Events	139634	CntrbtnsRprtdFundraisingEvents
Fundraising Direct Expenses	71029	FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

Field	Value	IRS element (for citing)
Total Revenue Column	-21579	TotalRevenueColumn
Exclusion	-$21,579	ExclusionAmount

Other Revenue Misc OtherRevenueMisc (3 entries)

DescriptionDescription	Business CodeBusinessCode	Total Revenue ColumnTotalRevenueColumn	Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome	ExclusionExclusionAmount
Other Affiliated Income	900099	7351872	7351872
EHR Incentive Income	900099	4192070	4192070
Cafeteria Income	900099	1293444		$1,293,444

Miscellaneous Revenue MiscellaneousRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	11713778	TotalRevenueColumn
Related Or Exempt Function Income	11713778	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Other Revenue	24551164	TotalOtherRevenue

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	973326959	TotalRevenueColumn
Related Or Exempt Function Income	945920521	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	24933	UnrelatedBusinessRevenue
Exclusion	$23,951,221	ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

Field	Value	IRS element (for citing)
Total	489996	Total
Program Services	489996	ProgramServices

Grants To Domestic Individuals GrantsToDomesticIndividuals

Field	Value	IRS element (for citing)
Total	338926	Total
Program Services	338926	ProgramServices

Foreign Grants ForeignGrants

Field	Value	IRS element (for citing)
Total	0	Total

Benefits To Members BenefitsToMembers

Field	Value	IRS element (for citing)
Total	0	Total

Comp Current Officers Directors CompCurrentOfficersDirectors

Field	Value	IRS element (for citing)
Total	1120777	Total
Program Services	1120777	ProgramServices

Comp Disqual Persons CompDisqualPersons

Field	Value	IRS element (for citing)
Total	0	Total

Other Salaries And Wages OtherSalariesAndWages

Field	Value	IRS element (for citing)
Total	376288717	Total
Program Services	375903082	ProgramServices
Management And General	194909	ManagementAndGeneral
Fundraising	190726	Fundraising

Pension Plan Contributions PensionPlanContributions

Field	Value	IRS element (for citing)
Total	23550964	Total
Program Services	23550964	ProgramServices

Other Employee Benefits OtherEmployeeBenefits

Field	Value	IRS element (for citing)
Total	32823784	Total
Program Services	32731176	ProgramServices
Management And General	50626	ManagementAndGeneral
Fundraising	41982	Fundraising

Payroll Taxes PayrollTaxes

Field	Value	IRS element (for citing)
Total	23661380	Total
Program Services	23661380	ProgramServices

Fees For Services Management FeesForServicesManagement

Field	Value	IRS element (for citing)
Total	99375493	Total
Management And General	99375493	ManagementAndGeneral

Fees For Services Legal FeesForServicesLegal

Field	Value	IRS element (for citing)
Total	53152	Total
Management And General	53152	ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	22524	Total
Management And General	22524	ManagementAndGeneral

Fees For Services Lobbying FeesForServicesLobbying

Field	Value	IRS element (for citing)
Total	72603	Total
Program Services	72603	ProgramServices

Field	Value	IRS element (for citing)
Fees For Services Prof Fundraising		FeesForServicesProfFundraising

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

Field	Value	IRS element (for citing)
Total	677884	Total
Management And General	677884	ManagementAndGeneral

Fees For Services Other FeesForServicesOther

Field	Value	IRS element (for citing)
Total	75442910	Total
Program Services	71805366	ProgramServices
Management And General	3631952	ManagementAndGeneral
Fundraising	5592	Fundraising

Advertising Advertising

Field	Value	IRS element (for citing)
Total	253316	Total
Program Services	227513	ProgramServices
Management And General	3670	ManagementAndGeneral
Fundraising	22133	Fundraising

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	11570212	Total
Program Services	11370040	ProgramServices
Management And General	174505	ManagementAndGeneral
Fundraising	25667	Fundraising

Information Technology InformationTechnology

Field	Value	IRS element (for citing)
Total	1598450	Total
Program Services	1598450	ProgramServices

Royalties Royalties

Field	Value	IRS element (for citing)
Total	0	Total

Occupancy Occupancy

Field	Value	IRS element (for citing)
Total	27311828	Total
Program Services	27218548	ProgramServices
Management And General	86522	ManagementAndGeneral
Fundraising	6758	Fundraising

Travel Travel

Field	Value	IRS element (for citing)
Total	2057897	Total
Program Services	2017454	ProgramServices
Management And General	33174	ManagementAndGeneral
Fundraising	7269	Fundraising

Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials

Field	Value	IRS element (for citing)
Total	0	Total

Conferences Meetings ConferencesMeetings

Field	Value	IRS element (for citing)
Total	0	Total

Interest Interest

Field	Value	IRS element (for citing)
Total	17625262	Total
Program Services	17625262	ProgramServices

Payments To Affiliates PaymentsToAffiliates

Field	Value	IRS element (for citing)
Total	0	Total

Depreciation Depletion DepreciationDepletion

Field	Value	IRS element (for citing)
Total	44533635	Total
Program Services	44533635	ProgramServices

Insurance Insurance

Field	Value	IRS element (for citing)
Total	10927340	Total
Program Services	7039944	ProgramServices
Management And General	3887396	ManagementAndGeneral

Other Expenses OtherExpenses (4 entries)

DescriptionDescription	TotalTotal	Program ServicesProgramServices	Management And GeneralManagementAndGeneral	FundraisingFundraising
Medical Supplies	125866416	125863136	3280
Bad Debt	51906109	51906109
College Expenses	4438464	4438464
Dues Subscriptions	1736641	1591133	103056	42452

All Other Expenses AllOtherExpenses

Field	Value	IRS element (for citing)
Total	2498155	Total
Program Services	2412696	ProgramServices
Management And General	83221	ManagementAndGeneral
Fundraising	2238	Fundraising

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	936242835	Total
Program Services	827516654	ProgramServices
Management And General	108381364	ManagementAndGeneral
Fundraising	344817	Fundraising

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	22924	BOY
EOY	22574	EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Field	Value	IRS element (for citing)
BOY	4124433	BOY
EOY	4351921	EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

Field	Value	IRS element (for citing)
BOY	664791	BOY
EOY	744167	EOY

Accounts Receivable AccountsReceivable

Field	Value	IRS element (for citing)
BOY	118637222	BOY
EOY	121581669	EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

Field	Value	IRS element (for citing)
BOY	3074561	BOY
EOY	1203257	EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

Field	Value	IRS element (for citing)
BOY	4635911	BOY
EOY	6091512	EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Field	Value	IRS element (for citing)
BOY	3375408	BOY
EOY	29234750	EOY

Field	Value	IRS element (for citing)
Land Buildings Equipment Basis	947500951	LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec	684320165	LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
BOY	287530254	BOY
EOY	263180786	EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

Field	Value	IRS element (for citing)
BOY	262078161	BOY
EOY	524032480	EOY

Investments Other Securities InvestmentsOtherSecurities

Field	Value	IRS element (for citing)
BOY	206175374	BOY
EOY	22055359	EOY

Other Assets Total OtherAssetsTotal

Field	Value	IRS element (for citing)
BOY	9379316	BOY
EOY	7163374	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	899698355	BOY
EOY	979661849	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	93502406	BOY
EOY	105296871	EOY

Deferred Revenue DeferredRevenue

Field	Value	IRS element (for citing)
BOY	5141868	BOY
EOY	5867148	EOY

Tax Exempt Bond Liabilities TaxExemptBondLiabilities

Field	Value	IRS element (for citing)
BOY	383640136	BOY
EOY	383826690	EOY

Unsecured Notes Loans Payable UnsecuredNotesLoansPayable

Field	Value	IRS element (for citing)
BOY	150000	BOY
EOY	100000	EOY

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
BOY	185279077	BOY
EOY	274474840	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	667713487	BOY
EOY	769565549	EOY

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

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	214338155	BOY
EOY	191609666	EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	5762167	BOY
EOY	6610725	EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	11884546	BOY
EOY	11875909	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	231984868	BOY
EOY	210096300	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	899698355	BOY
EOY	979661849	EOY

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	X	InfoInScheduleOPartXI
Reconcilation Revenue Expenses	37084124	ReconcilationRevenueExpenses
Reconcilation Other Changes	-58972692	ReconcilationOtherChanges
Method Of Accounting Accrual	X	MethodOfAccountingAccrual
Accountant Compile Or Review	false	AccountantCompileOrReview
FS Audited	true	FSAudited
Audit Committee	true	AuditCommittee
Financial Statement Consolidated	X	FinancialStatementConsolidated
Federal Grant Audit Required	true	FederalGrantAuditRequired
Federal Grant Audit Performed	true	FederalGrantAuditPerformed

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Hospital170b1 Aiii	X	Hospital170b1Aiii
Public Support Pertcentage170	0.00000	PublicSupportPertcentage170
Public Support Percentage509	0.00000	PublicSupportPercentage509
Investment Income Percentage	0.00000	InvestmentIncomePercentage

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	false	Volunteers
Paid Staff Or Management	false	PaidStaffOrManagement
Media Advertisements	false	MediaAdvertisements
Mailings Members	false	MailingsMembers
Publications Or Broadcast	false	PublicationsOrBroadcast
Grants Other Organizations	false	GrantsOtherOrganizations
Direct Contact Legislators	false	DirectContactLegislators
Rallies Demonstrations	false	RalliesDemonstrations
Other Activities	true	OtherActivities
Other Activities	$72,603	OtherActivitiesAmount
Total Lobbying Expenditures IIB	72603	TotalLobbyingExpendituresIIB
Not Described In501c3	false	NotDescribedIn501c3

Form990 Schedule C Part IV Form990ScheduleCPartIV

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

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Included On FS	false	IncludedOnFS

Current Year CurrentYear

Field	Value	IRS element (for citing)
Beginning Of Year Balance	14218995	BeginningOfYearBalance
Investment Earnings Or Losses	1514016	InvestmentEarningsOrLosses
Other Expenditures	777176	OtherExpenditures
End Of Year Balance	14955835	EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

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 Minus2 Years CurrentYearMinus2Years

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 Minus3 Years CurrentYearMinus3Years

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	0.20590	BoardDesignatedEOYBalance
Permanent Endowment EOY Balance	0.79410	PermanentEndowmentEOYBalance
Endowments Held By Unrelated Orgs	false	EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs	false	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	419503317	OtherCostOrOtherBasis
Depreciation	244121173	Depreciation
Book Value	175382144	BookValue

Leasehold Improvements LeaseholdImprovements

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	2686594	OtherCostOrOtherBasis
Depreciation	2405351	Depreciation
Book Value	281243	BookValue

Equipment Equipment

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	513297672	OtherCostOrOtherBasis
Depreciation	431904892	Depreciation
Book Value	81392780	BookValue

Other Land Buildings OtherLandBuildings

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	8396839	OtherCostOrOtherBasis
Depreciation	5888749	Depreciation
Book Value	2508090	BookValue

Field	Value	IRS element (for citing)
Total Of Book Value Land Buildings	263180786	TotalOfBookValueLandBuildings

Other Liabilities OtherLiabilities (3 entries)

DescriptionDescription	AmountAmount
Qualified Pension Liability	$231,854,597
Unrealized Swap Losses	$42,441,409
Nonqualifed Pension Liability	$178,834

Field	Value	IRS element (for citing)
Total Of Amounts	274474840	TotalOfAmounts

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
V	4	Income from the Endowment Funds are used for pediatric programs - both internal and external and/or purchase of pediatric equipment and indigent care patients.
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.
		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	Gala 2011	NameOfEvent1
Gross Receipts Event1	98802	GrossReceiptsEvent1
Charitable Contributions Event1	88002	CharitableContributionsEvent1
Gross Revenue Event1	10800	GrossRevenueEvent1
Food And Beverage Event1	11885	FoodAndBeverageEvent1
Entertainment Event1	400	EntertainmentEvent1
Other Direct Expenses Event1	30769	OtherDirectExpensesEvent1
Name Of Event2	Luncheon	NameOfEvent2
Gross Receipts Event2	45129	GrossReceiptsEvent2
Charitable Contributions Event2	39519	CharitableContributionsEvent2
Gross Revenue Event2	5610	GrossRevenueEvent2
Non Cash Prizes Event2	1800	NonCashPrizesEvent2
Food And Beverage Event2	7075	FoodAndBeverageEvent2
Other Direct Expenses Event2	13298	OtherDirectExpensesEvent2
Total Number Of Other Events	1	TotalNumberOfOtherEvents
Gross Receipts Other Events	45153	GrossReceiptsOtherEvents
Charitable Contrib Other Events	12113	CharitableContribOtherEvents
Gross Revenue Other Events	33040	GrossRevenueOtherEvents
Rent Facility Costs Other Events	3280	RentFacilityCostsOtherEvents
Other Direct Expenses Other Events	2522	OtherDirectExpensesOtherEvents
Gross Receipts Total	189084	GrossReceiptsTotal
Charitable Contributions Total	139634	CharitableContributionsTotal
Gross Revenue Total Events	49450	GrossRevenueTotalEvents
Non Cash Prizes Total Events	1800	NonCashPrizesTotalEvents
Rent Facility Costs Total Events	3280	RentFacilityCostsTotalEvents
Food And Beverage Total Events	18960	FoodAndBeverageTotalEvents
Entertainment Total Events	400	EntertainmentTotalEvents
Other Direct Expenses Total Events	46589	OtherDirectExpensesTotalEvents
Direct Expense Summary Events	71029	DirectExpenseSummaryEvents
Net Income Summary	-21579	NetIncomeSummary

Schedule H IRS990ScheduleH

Field	Value	IRS element (for citing)
Charity Care Policy	true	CharityCarePolicy
Written Policy	true	WrittenPolicy
FPG Reference Free Care	true	FPGReferenceFreeCare
Pcent100	X	Pcent100
FPG Reference Discounted Care	true	FPGReferenceDiscountedCare
Pcent400	X	Pcent400
Free Disc Care Medically Indigent	true	FreeDiscCareMedicallyIndigent
Amounts Budgeted For Charity Care	true	AmountsBudgetedForCharityCare
Expenses Exceeded Budget	true	ExpensesExceededBudget
Unable To Provide Care	false	UnableToProvideCare
Annual Community Benefit Report	true	AnnualCommunityBenefitReport
Report Publically Available	true	ReportPublicallyAvailable

Charity Care At Cost CharityCareAtCost

Field	Value	IRS element (for citing)
Total Community Benefit Expense	52886367	TotalCommunityBenefitExpense
Net Community Benefit Expense	52886367	NetCommunityBenefitExpense
Percent Of Total Expense	0.05980	PercentOfTotalExpense

Unreimbursed Medicaid UnreimbursedMedicaid

Field	Value	IRS element (for citing)
Total Community Benefit Expense	86971039	TotalCommunityBenefitExpense
Direct Offsetting Revenue	77846071	DirectOffsettingRevenue
Net Community Benefit Expense	9124968	NetCommunityBenefitExpense
Percent Of Total Expense	0.01030	PercentOfTotalExpense

Total Charity Care TotalCharityCare

Field	Value	IRS element (for citing)
Total Community Benefit Expense	139857406	TotalCommunityBenefitExpense
Direct Offsetting Revenue	77846071	DirectOffsettingRevenue
Net Community Benefit Expense	62011335	NetCommunityBenefitExpense
Percent Of Total Expense	0.07010	PercentOfTotalExpense

Community Health Services CommunityHealthServices

Field	Value	IRS element (for citing)
Number Of Activities Or Programs	763	NumberOfActivitiesOrPrograms
Persons Served	43977	PersonsServed
Total Community Benefit Expense	3883900	TotalCommunityBenefitExpense
Direct Offsetting Revenue	38164	DirectOffsettingRevenue
Net Community Benefit Expense	3845736	NetCommunityBenefitExpense
Percent Of Total Expense	0.00430	PercentOfTotalExpense

Health Professions Education HealthProfessionsEducation

Field	Value	IRS element (for citing)
Number Of Activities Or Programs	34	NumberOfActivitiesOrPrograms
Persons Served	1634	PersonsServed
Total Community Benefit Expense	24017987	TotalCommunityBenefitExpense
Direct Offsetting Revenue	8821968	DirectOffsettingRevenue
Net Community Benefit Expense	15196019	NetCommunityBenefitExpense
Percent Of Total Expense	0.01720	PercentOfTotalExpense

Research Research

Field	Value	IRS element (for citing)
Number Of Activities Or Programs	3	NumberOfActivitiesOrPrograms
Persons Served	1795	PersonsServed
Total Community Benefit Expense	1184324	TotalCommunityBenefitExpense
Net Community Benefit Expense	1184324	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	23	NumberOfActivitiesOrPrograms
Persons Served	4478	PersonsServed
Total Community Benefit Expense	261451	TotalCommunityBenefitExpense
Net Community Benefit Expense	261451	NetCommunityBenefitExpense
Percent Of Total Expense	0.00030	PercentOfTotalExpense

Total Other Benefits TotalOtherBenefits

Field	Value	IRS element (for citing)
Number Of Activities Or Programs	823	NumberOfActivitiesOrPrograms
Persons Served	51884	PersonsServed
Total Community Benefit Expense	29347662	TotalCommunityBenefitExpense
Direct Offsetting Revenue	8860132	DirectOffsettingRevenue
Net Community Benefit Expense	20487530	NetCommunityBenefitExpense
Percent Of Total Expense	0.02310	PercentOfTotalExpense

Total Community Benefits TotalCommunityBenefits

Field	Value	IRS element (for citing)
Number Of Activities Or Programs	823	NumberOfActivitiesOrPrograms
Persons Served	51884	PersonsServed
Total Community Benefit Expense	169205068	TotalCommunityBenefitExpense
Direct Offsetting Revenue	86706203	DirectOffsettingRevenue
Net Community Benefit Expense	82498865	NetCommunityBenefitExpense
Percent Of Total Expense	0.09320	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	5000	TotalCommunityBuildingExpense
Net Community Building Expense	5000	NetCommunityBuildingExpense

Economic Development EconomicDevelopment

Field	Value	IRS element (for citing)
Number Of Activities Or Programs	6	NumberOfActivitiesOrPrograms
Persons Served	10474	PersonsServed
Total Community Building Expense	60980	TotalCommunityBuildingExpense
Net Community Building Expense	60980	NetCommunityBuildingExpense
Percent Of Total Expense	0.00010	PercentOfTotalExpense

Community Support CommunitySupport

Field	Value	IRS element (for citing)
Number Of Activities Or Programs	14	NumberOfActivitiesOrPrograms
Persons Served	1666	PersonsServed
Total Community Building Expense	66648	TotalCommunityBuildingExpense
Net Community Building Expense	66648	NetCommunityBuildingExpense
Percent Of Total Expense	0.00010	PercentOfTotalExpense

Coalition Building CoalitionBuilding

Field	Value	IRS element (for citing)
Number Of Activities Or Programs	82	NumberOfActivitiesOrPrograms
Persons Served	1118	PersonsServed
Total Community Building Expense	11613	TotalCommunityBuildingExpense
Net Community Building Expense	11613	NetCommunityBuildingExpense

Workforce Development WorkforceDevelopment

Field	Value	IRS element (for citing)
Number Of Activities Or Programs	1	NumberOfActivitiesOrPrograms
Persons Served	9	PersonsServed
Total Community Building Expense	62204	TotalCommunityBuildingExpense
Net Community Building Expense	62204	NetCommunityBuildingExpense
Percent Of Total Expense	0.00010	PercentOfTotalExpense

Total Total

Field	Value	IRS element (for citing)
Number Of Activities Or Programs	104	NumberOfActivitiesOrPrograms
Persons Served	13272	PersonsServed
Total Community Building Expense	206445	TotalCommunityBuildingExpense
Net Community Building Expense	206445	NetCommunityBuildingExpense
Percent Of Total Expense	0.00030	PercentOfTotalExpense

Field	Value	IRS element (for citing)
Bad Debt Expense Reported	false	BadDebtExpenseReported
Bad Debt Expense	$18,807,892	BadDebtExpenseAmount
Amount Attributable To	1773232	AmountAttributableTo
Amount Reimbursed By Medicare	210207229	AmountReimbursedByMedicare
Cost Of Care Reimbursed By Medicare	206034086	CostOfCareReimbursedByMedicare
Medicare Surplus Or Shortfall	4173143	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	true	WrittenDebtCollectionPolicy
Provision For Charity Care	true	ProvisionForCharityCare

Form990 Schedule H Part IV Form990ScheduleHPartIV (2 entries)

Description Ent Primary ActivityDescriptionEntPrimaryActivity	Organization Profit Or OwnershipOrganizationProfitOrOwnership	Physicans Profit Or OwnershipPhysicansProfitOrOwnership
Roanoke Ambulatory Surgery Center LLC
Ambulatory surgery	0.48310	0.49035
Southwest Virginia Health Properties LLC
Real estate	0.48310	0.49035

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	Licensed HospitalLicensedHospital	General Medical And SurgicalGeneralMedicalAndSurgical	Childrens HospitalChildrensHospital	Teaching HospitalTeachingHospital	Er24 HoursEr24Hours	OtherOther
Carilion Medical Center- DBA- Carilion Roanoke Memorial
1	1906 Belleview Avenue	Roanoke	VA	24019	X	X	X	X	X
Carilion Medical Center- DBA- Carilion Roanoke Community Hospital
2	101 Elm Avenue	Roanoke	VA	24011	X					Rehabilitation Unit Urgent Care

Form990 Schedule H Part V Section B Form990ScheduleHPartVSectionB (81 entries)

Hospital Facility NumberHospitalFacilityNumber
Carilion Medical Center- DBA- Carilion Roanoke Memorial Rehab
1
Carilion Clinic Orthopaedics
2
Carilion Clinic - Bone and Joint Center
3
CSC - Brambleton
4
Carilion Clinic Orthopaedics
5
Carilion Clinic Cardiology
6
CNRV Emergency Services
7
Carilion Breast Care Center
8
CSC - Roanoke
9
Carilion Cardiothoracic Surgery
10
Carilion Obstetrics and Gynecology Clinic
11
CES - Franklin
12
Carilion Clinic Neurology
13
Carilion Clinic Internal Medicine
14
Carilion Clinic Otolaryngology
15
CES - Bedford
16
Carilion Pain Management
17
CES - Giles
18
Roanoke Athletic Club
19
Carilion Dermatology
20
Carilion Pediatric Clinic
21
CFM Roanoke Salem
22
Carilion Clinic Obstetrics and Gynecology - NRV
23
CES - Tazewell
24
Brambleton Radiology Services
25
CFM Southeast
26
Carilion Clinic Trauma Critical Care
27
Carilion Prenatal Diagnostic Center
28
Carilion Department of Psychiatry and Behavioral Medicine
29
Carilion Clinic Ortho-Spine
30
Botetourt Athletic Center
31
Daleville Imaging
32
Carilion Center for Healthy Aging
33
CFM - Salem
34
Carilion Dentistry General Surgery
35
Department of Psychiatry & Behavioral Medicine
36
Pediatric Gastroenterology
37
Carilion Dentistry Pediatric Surgery
38
Carilion Dental Care
39
Carilion Department of Psychiatry Roanoke
40
Carilion Gynecological Oncology
41
Carilion Anticoagulation Clinic
42
CRMH Rheumatology Clinic
43
Salem Family Practice - Spartan Drive
44
Breast Mammography - North
45
Carilion Pulmonary Clinic
46
Carilion Clinic Neurological Care - Roanoke
47
Carilion Pediatric Neurology
48
Carilion Roanoke IP Psychiatry
49
Carilion Clinic Gastroenterology
50
Carilion Urgent Care Westlake
51
Carilion Child and Adolescent Psychiatry
52
Department of Psychiatry & Behavioral Medicine
53
Pediatric Cardiology Clinic
54
Pediatric Pulmonology
55
Roanoke Ambulatory Center LLC
56
Carilion Sleep Center
57
Carilion Clinic Urogynecology
58
Carilion Clinic Pediatric Surgery Clinic
59
Carilion Cardiology Westlake
60
Carilion Cardiac Rehab
61
Carilion ID Crystal Spring
62
Reproductive Endocrinology Clinic
63
Carilion Imaging
64
CIM Crystal Spring
65
Pediatric Developmental Clinic
66
Carilion Clinic Physiatry
67
Carilion Diabetic Education
68
Carilion Pediatric Endocrinology Clinic
69
Carilion Breast Care Center
70
Carilion Sleep Center Westlake
71
Carilion Genetics
72
Carilion Clinic Cardiology
73
Carilion Surgery Westlake
74
Carilion Wound Care Center
75
Carilion Heart Failure Clinic
76
OB-GYN Private - Roanoke
77
Carilion Clinic Orthopeadics- NRV
78
Carilion Clinic Spine Surgery
79
Carilion Maternal Fetal Medicine
80
Community Care
81

Form990 Schedule H Part V Section C Form990ScheduleHPartVSectionC

Field	Value	IRS element (for citing)
Number Of Other Facilities	81	NumberOfOtherFacilities

Other Facilities OtherFacilities (81 entries)

Address Line1Address/AddressLine1	CityAddress/City	StateAddress/State	ZIP CodeAddress/ZIPCode	Facility TypeFacilityType
Carilion Medical Center- DBA- Carilion Roanoke Memorial Rehab
2017 South Jefferson Street	Roanoke	VA	24011	Rehabilitation Unit Urgent Care
Carilion Clinic Orthopaedics
4064 Postal Drive SW	Roanoke	VA	24018	Psych Unit Outpatient Rehabilitation
Carilion Clinic - Bone and Joint Center
3 Riverside Circle 1st Floor	Roanoke	VA	24016	Orthopaedic Services
CSC - Brambleton
3707 Brambleton Avenue	Roanoke	VA	24018	Orthopedics
Carilion Clinic Orthopaedics
3 Riverside Circle	Roanoke	VA	24014	Surgical Services
Carilion Clinic Cardiology
127 McClanahan Street SW	Roanoke	VA	24014	Orthopaedic Services
CNRV Emergency Services
2900 Lamb Circle	Christiansburg	VA	24073	Cardiology
Carilion Breast Care Center
102 Highland Ave Ste 202	Roanoke	VA	24014	Emergency Physicians
CSC - Roanoke
213 McClanahan Suite 404	Roanoke	VA	24014	Breast Care Center
Carilion Cardiothoracic Surgery
2001 Crystal Spring Avenue	Roanoke	VA	24014	Surgical Services
Carilion Obstetrics and Gynecology Clinic
902 South Jefferson Street	Roanoke	VA	24016	Cardiac Surgery Office
CES - Franklin
180 Floyd Avenue	Rocky Mount	VA	24017	Obstetrics and Gynecology
Carilion Clinic Neurology
3 Riverside Circle	Roanoke	VA	24016	Emergency Physicians
Carilion Clinic Internal Medicine
3 Riverside Circle	Roanoke	VA	24016	Neurosciences
Carilion Clinic Otolaryngology
1 Riverside Circle Suite 300M	Roanoke	VA	24016	Internal Medicine
CES - Bedford
1613 Oakwood St	Bedford	VA	24153	Otolaryngology Services
Carilion Pain Management
3 Riverside Circle	Roanoke	VA	24016	Emergency Physicians
CES - Giles
1611 Wenonah Avenue	Pearisburg	VA	24134	Pain Management Services
Roanoke Athletic Club
4508 Starkey Road	Roanoke	VA	24018	Emergency Physicians
Carilion Dermatology
1 Riverside Circle Suite 300M	Roanoke	VA	24018	Physical Therapy Services
Carilion Pediatric Clinic
1030 S Jefferson Street Suite 106	Roanoke	VA	24014	Dermatology
CFM Roanoke Salem
1314 Peters Creek Road	Roanoke	VA	24014	General Pediatrics
Carilion Clinic Obstetrics and Gynecology - NRV
2900 Lamb Circle Suite 202	Christiansburg	VA	24073	Family Practice
CES - Tazewell
141 Ben Bolt Ave	Tazewell	VA	24651	Obstetrics and Gynecology
Brambleton Radiology Services
3707 Brambleton Avenue	Roanoke	VA	24016	Emergency Physicians
CFM Southeast
2145 Mount Pleasant Boulevard	Roanoke	VA	24014	Imaging Services
Carilion Clinic Trauma Critical Care
3 Riverside Circle	Roanoke	VA	24016	Family Practice
Carilion Prenatal Diagnostic Center
102 Highland Ave Ste 455	Roanoke	VA	24014	Surgical Services
Carilion Department of Psychiatry and Behavioral Medicine
2900 Tyler Road	Christiansburg	VA	24073	Prenatal Testing
Carilion Clinic Ortho-Spine
3 Riverside Circle 1st Floor	Roanoke	VA	24017	Behavioral Health
Botetourt Athletic Center
105 Summerfield Court	Roanoke	VA	24019	Orthopaedic Services
Daleville Imaging
46 Wesley Road	Daleville	VA	24073	Outpatient Therapy Services
Carilion Center for Healthy Aging
2001 Crystal Spring Avenue	Roanoke	VA	24014	Imaging Services
CFM - Salem
2102 West Main Street	Salem	VA	24153	Geriatrics
Carilion Dentistry General Surgery
2017 S Jefferson Street 2nd Floor	Roanoke	VA	24014	Family Practice
Department of Psychiatry & Behavioral Medicine
213 McClanahan Street Suite 310	Roanoke	VA	24014	Dental Service
Pediatric Gastroenterology
102 Highland Avenue Suite 305	Roanoke	VA	24014	Behavioral Health
Carilion Dentistry Pediatric Surgery
101 Elm Avenue 1st Floor	Roanoke	VA	24017	Gastroenterology
Carilion Dental Care
2017 S Jefferson Street	Roanoke	VA	24014	Dental Service
Carilion Department of Psychiatry Roanoke
2017 S Jefferson Street	Roanoke	VA	24014	Dental Service
Carilion Gynecological Oncology
1 Riverside Circle Suite 300	Roanoke	VA	24016	Behavioral Health
Carilion Anticoagulation Clinic
1030 S Jefferson St Ste G101	Roanoke	VA	24014	Gynecological Oncology
CRMH Rheumatology Clinic
3 Riverside Circle	Roanoke	VA	24016	Anticoagulation Clinic
Salem Family Practice - Spartan Drive
150 Spartan Drive	Salem	VA	24153	Rheumatology
Breast Mammography - North
6415 Peters Creek Road	Roanoke	VA	24014	Family Practice
Carilion Pulmonary Clinic
2001 Crystal Spring Avenue	Roanoke	VA	24014	Breast Mammography
Carilion Clinic Neurological Care - Roanoke
1030 S Jefferson Street	Roanoke	VA	24016	Pulmonary Services
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	Neurosciences
Carilion Clinic Gastroenterology
3 Riverside Circle	Roanoke	VA	24016	Physical Medicine and Rehab
Carilion Urgent Care Westlake
35 Medical Court	Hardy	VA	24101	Gastroenterology
Carilion Child and Adolescent Psychiatry
213 McClanahan Street Suite 310	Roanoke	VA	24014	Urgent Care
Department of Psychiatry & Behavioral Medicine
213 McClanahan Street Suite 310	Roanoke	VA	24014	Child and Adolescent Psychiatry Services
Pediatric Cardiology Clinic
102 Highland Avenue Suite 101	Roanoke	VA	24013	Behavioral Health
Pediatric Pulmonology
102 Highland Avenue Suite 203	Roanoke	VA	24013	Cardiology
Roanoke Ambulatory Center LLC
1102 Jefferson Street	Roanoke	VA	24016	Pulmonology
Carilion Sleep Center
1030 Jefferson Plaza Suite G100	Roanoke	VA	24016	Surgical Services
Carilion Clinic Urogynecology
1030 S Jefferson Suite 109	Roanoke	VA	24016	Sleep Disorder
Carilion Clinic Pediatric Surgery Clinic
102 Highland Avenue Suite 404	Roanoke	VA	24013	Urogynecological Services
Carilion Cardiology Westlake
35 Medical Court	Hardy	VA	24101	Surgical Services
Carilion Cardiac Rehab
127 McClanahan Street	Roanoke	VA	24016	Cardiolgy Services
Carilion ID Crystal Spring
2001 Crystal Spring Avenue	Roanoke	VA	24014	Cardiac Rehab
Reproductive Endocrinology Clinic
102 Highland Avenue Suite 304	Roanoke	VA	24013	Infectious Disease
Carilion Imaging
3 Riverside Circle	Roanoke	VA	24016	Reproductive Endocrinology
CIM Crystal Spring
2001 Crystal Spring Avenue	Roanoke	VA	24014	Imaging Services
Pediatric Developmental Clinic
1030 S Jefferson Street Suite 201	Roanoke	VA	24016	Imaging Services
Carilion Clinic Physiatry
3 Riverside Circle	Roanoke	VA	24016	Pediatrics
Carilion Diabetic Education
1030 S Jefferson Suite G101	Roanoke	VA	24016	Physical Medicine and Reahb
Carilion Pediatric Endocrinology Clinic
102 Highland Avenue MOB	Roanoke	VA	24013	Diabetic Eduation
Carilion Breast Care Center
1211 S Jefferson St	Roanoke	VA	24014	Endocrinology
Carilion Sleep Center Westlake
35 Medical Court	Hardy	VA	24101	Breast Care Center
Carilion Genetics
102 Highland Avenue Suite 104	Roanoke	VA	24013	Sleep Disorder
Carilion Clinic Cardiology
2001 Crystal Spring Ave Suite 300	Roanoke	VA	24014	Genetic Counseling
Carilion Surgery Westlake
35 Medical Court	Hardy	VA	24101	Cardiolgy Services
Carilion Wound Care Center
101 Elm Avenue SE	Roanoke	VA	24019	Surgical Services
Carilion Heart Failure Clinic
127 McClanhan St	Roanoke	VA	24016	Wound Care
OB-GYN Private - Roanoke
102 Highland Avenue Suite 455	Roanoke	VA	24013	Heart Failure Services
Carilion Clinic Orthopeadics- NRV
2900 Lamb Circle L760	Christiansburg	VA	24073	Obstetrics and Gynecology
Carilion Clinic Spine Surgery
304 Davis Street	Indenpendence	VA	24348	Orthopeadics
Carilion Maternal Fetal Medicine
101 Elm Avenue Suite 400	Roanoke	VA	24013	Surgical Services
Community Care
101 Elm Avenue	Roanoke	VA	24013	OB Services

Form990 Schedule H Part VI Form990ScheduleHPartVI (48 entries)

IdentifierIdentifier	ExplanationExplanation
Part I line 3c	n/a
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 Clinics website.
Part I line 7	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. 23,133 people were touched during 689 events that 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. Each Saturday morning Physicians on Foot, a program that encourages physical activity in the community, is led by a local primary care physician who walks with participants for two miles on a local greenway near the Roanoke River.
Part I line 7	7e CONTINUED Carilion Medical Centers 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 fiscal year 2012, 326 individuals received car seat education or car seat safety checks during 34 events. In addition, Carilion Medical Centers 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. Approximately 1,000 children learned about healthcare careers through Caring Careers, an educational program for school aged children provided onsite at local schools and community centers.
Part I line 7	7e CONTINUED Carilion Medical Center provides financial and in-kind support annually to the Mission of Mercy Dental event in Roanoke. Approximately 1,000 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.
Part I line 7	7e CONTINUED 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 completion of the community health needs assessment and strategic implementation plan.
Part I line 7	7f - This line is reported at actual cost. Carilion Medical Center financially supports Radford Universitys 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 7	7g - N/A
Part I line 7	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 7	7i - This line is reported at actual cost. Financial contributions were made to the Susan B. Komen Breast Cancer Foundation, Project Access of Roanoke Valley, Presbyterian Community Center, Muscular Dystrophy Association, Mental Health America of Roanoke Valley, Juvenile Diabetes Research Foundation, International Rett Syndrome Foundation, Fibrosis Foundation, Child Health Investment Partnership of Roanoke Valley, Childrens Trust, Brain Injury Services, Arthritis Foundation, American Red Cross, American Heart Association and American Cancer Society.
Part I line 7	7i CONTINUED - 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 Childrens Trust of Roanoke Valley 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
Part I line 7	7i CONTINUED - 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 and 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. The unique curriculum exposes children to a healthy lifestyle and healthy eating patterns at an early age, and offers them skills to make healthier choices. In-kind support was provided to the United Way during their local fundraising campaign. Additionally, Carilion Medical Centers Emergency Department replenishes medical supplies on ambulances owned by local Emergency Medical Services organizations.
Part I line 7	Ratio of cost-to-charges was used to calculate the expense.
Part I line 7	Column f - Bad debt expense subtracted from total expenses for the calculation is 52,025,328.
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 regions assets in order to achieve a rate of economic growth that provides excellent jobs while preserving the regions quality of life Salem-Roanoke County Chamber of Commerce to strengthen the business climate of the community and New Century Technology Council, a non-profit member-driven association of businesses and organizations in the greater Roanoke-Blacksburg region focused on building a technology community that is a catalyst for innovation, inspiration, success, and leadership within the region.
Part II	Line 2 CONTINUED - A grant was provided to 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 and enhancing the local economy by providing easier access to downtown.
Part II	Line 3 - Financial support was provided to the West End Center for Youth, a positive and nurturing child development community that enables local families and children with limited resources to lead more self-determined and enriched lives Total Action Against Poverty, to encourage self-reliance and self-determination by strengthening and empowering individuals, families and communities the Salvation Army for their womens shelter Senior Navigator, a one-stop internet resource for information and access to community programs and services for Virginia seniors and caregivers Roanoke Rescue Mission for their annual Back to School Blast, an event with other local non-profits and corporate sponsors to provide backpacks, school supplies and free haircuts for low-income children
Part II	Line 3 CONTINUED - Junior Achievement of SW Virginia, dedicated to giving young people the knowledge and skills they need to own their own economic success, plan for the future, and make smart academic and economic choices Goodwill Industries, to help people with disabilities and disadvantages overcome barriers to employment Foundation for Roanoke Valley to enhance funding of outreach programs and the Boys Girls Club, to enable and inspire all young people, especially those who need us most, to realize their full potential as productive, caring, responsible citizens.. 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 - N/A
Part II	Line 5 - N/A
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	Line 7 - N/a
Part II	Line 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 Carilions collection history.
Part III line 4	CONTINUED Carilion collects substantially all of its third-party insured receivables, which include receivables from governmental agencies.
Part III line 4	CONTINUED 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.
Part III line 4	CONTINUED 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.
Part III line 4	CONTINUED 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. Our Charity Care Policy is designed to allow relief of all or part of the charges that exceed a patients 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.
Part III line 9b	CONTINUED Together, the family income, number of family members living on that income, 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 400 percent of FPG with no more than 100,000 equity in real property are eligible for a Charity Care discount.
Part III line 9b	CONTINUED To apply for the Charity Care program complete a Financial Needs Assessment Questionnaire or contact our Billing Customer Service team with questions. 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.
Part III line 9b	CONTINUED The Charity Care Policy should have no impact on the collection policies and practices with regard to those balances that do not qualify for charity care. Failure to honor payment for amounts exceeding the charity adjustment may result in the total charity care being revoked.
Part V	Section B, Line 3 -- 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.
Part V	Section B, Line 3 CONTINUED 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,
Part V	Section B, Line 3 CONTINUED and 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,
Part V	Section B, Line 3 CONTINUED and Roanoke Redevelopment Housing Authority, Salem Veterans Administration Medical Center and the United Way of the Roanoke Valley.
Part V	Section B, 5a -- http//issuu.com/carilionclinic/docs/roanokevalleycommunityhealthneedsassessmente2081807/2271985
Part V	Section B, 5c -- A community forum was held in August 2012 to present the results of the needs assessment to the public.
Part V	Section B, Line 7 -- Carilion Medical Center is not addressing barriers to transportation and language barriers in this implementation strategy.
Part V	Section B, Line 7 CONTINUED 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
Part V	Section B, Line 7 CONTINUED and Downtown Roanoke with goals of reducing the carbon footprint and enhancing the local economy by providing easier access to downtown.
Part V	Section B, Line 7 CONTINUED 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 2012 more than 900,000 was expensed for these services at no cost to the patient.
Part V	Line 19d The maximum amount that can be charged to FAP-eligible individuals for necessary care is as follows Individuals at or below 100 of the Federal Poverty Guidelines FPG are eligible for a discount of their entire account balance. Individuals at 101 to 200 of FPG are eligible for a discount of the greater of 75 of the account balance or the discount necessary to lower their remaining balance to 10 of family income.
Part V	Line 19d CONTINUED Individuals at 201 to 250 of the FPG are eligible for a discount of the greater of 70 of the account balance or the discount necessary to lower their remaining balance to 15 of family income. Individuals at 251 to 300 of the FPG are eligible for a discount of the greater of 55 of the account balance or the discount necessary to lower their remaining balance to 20 of family income.
Part V	Line 19d CONTINUED Individuals at 301 to 350 of the FPG are eligible for a discount of the greater of 40 of the account balance or the discount necessary to lower their remaining balance to 25 of family income. Individuals at 351 to 400 of the FPG are eligible for a discount of the greater of 25 of the account balance or the discount necessary to lower their remaining balance to 30 of family income.
Part V	--- FOR Part VI, Lines 2, 3, 4, 5, 6 and 7 See Schedule O for the supplemental information.

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (8 entries)

Address Line1AddressUS/AddressLine1	CityAddressUS/City	StateAddressUS/State	ZIP CodeAddressUS/ZIPCode	EIN Of RecipientEINOfRecipient	IRC SectionIRCSection	Amount Of Cash GrantAmountOfCashGrant	Purpose Of GrantPurposeOfGrant
Mill Mountain Theatre
1 Market Square	Roanoke	VA	24011	540792067	501c3	22000	General Support
Radford University
801 E Main St	Radford	VA	24142	546001789	501c3	86520	Nursing Education
Virginia Tech Foundation
1872 Pratt Dr 1000	Blacksburg	VA	24060	540721690	501c3	30857	VTC Research Institute
Virginia Business Higher Education Council
1108 E Main St 1100	Richmond	VA	23219	541827038	501c3	10000	General Support
Boys & Girls Clubs of Southwest Virginia
Address1714 9TH St SE	Roanoke	VA	24013	541867366	501c3	7500	General Support
Child Health Investment Partnership
1201 3rd St	Roanoke	VA	24016	541566451	501c3	20000	General Support
Children's Trust Foundation
541 Luck Ave Ste 308	Roanoke	VA	24016	540235891	501c3	25000	General Support
Carilion Clinic Patient Transportation
431 McClanahan	Roanoke	VA	24014	541864693	501c3	285419	Pediatric Ambulance

Field	Value	IRS element (for citing)
Total Nbr Of501 C3 And Govt Grants	8	TotalNbrOf501C3AndGovtGrants

Form990 Schedule I Part III Form990ScheduleIPartIII (3 entries)

Type Of GrantTypeOfGrant	Number Of RecipientsNumberOfRecipients	Amount Of Cash GrantAmountOfCashGrant
Scholarships	6	9800
Endowment-funded indigent patient medical bills	45	328226
Patient transportation assistance	30	900

Form990 Schedule I Part IV Form990ScheduleIPartIV (4 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
I	2	The Hospital donates funds to other 501c3 charitable organizations with a similar mission. Such organizations also have community boards which oversee the expenditure of such funds.
I	2	The Hospital also has a grant program under which funds are granted to community organizations with a focus on childrens 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 report on the programs services, outcomes, budget.
1	2	Scholarship applications are evaluated and awards made by an independent committee according to prescribed guidelines.
1	2	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 J IRS990ScheduleJ

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

Form990 Schedule J Part II Form990ScheduleJPartII (19 entries)

Base Compensation Filing OrgBaseCompensationFilingOrg	Bonus Filing OrgBonusFilingOrg	Other Compensation Filing OrgOtherCompensationFilingOrg	Deferred Comp Filing OrgDeferredCompFilingOrg	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg	Total Compensation Filing OrgTotalCompensationFilingOrg	Comp Based On Related OrgsCompBasedOnRelatedOrgs	Bonus Related OrgsBonusRelatedOrgs	Other Compensation Related OrgsOtherCompensationRelatedOrgs	Deferred Comp Related OrgsDeferredCompRelatedOrgs	Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs	Total Compensation Related OrgsTotalCompensationRelatedOrgs	Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
William Dichtel Jr MD
216019	77530	3884	47505	3454	348392
Cynda Johnson MD
						475286	88025	5940	44423	8720	622394
Clifford Nottingham MD
						215932	72511	2252	106255	21054	418004
Philip Shiner MD
167459	32276	3554	26141	7155	236585
Patrice Weiss MD
345353	59776	1166	22501	12673	441469
Ralph Whatley III MD
360216	58612	3578	39526	9438	471370
Nancy Howell Agee
						621900	164555	145494	538527	13009	1483485	144864
Briggs Andrews
						299920	46066	2930	272403	9084	630403
Donald Lorton
						486200	129425	64626	509034	19366	1208651	63526
R Wayne Gandee MD
492358	100899	7163	41592	8296	650308
Donald Halliwill
						210112	33722	347	54139	11764	310084
G Robert Vaughan Jr
						181941	29022	11252	50320	12068	284603
Jonathan Carmouche MD
771861	577393	809	8333	11605	1370001
Joseph Moskal MD
1033081	199887	3870	22734	11085	1270657
John Mann MD
731058	218841	2070	31807	11085	994861
Cay Mierisch MD
614643	317135	1350	26659	13083	972870
Gary Simonds MD
423388	408251	2070	48272	14409	896390
Edward Murphy MD
						445000	348245	5327322	99185	19366	6239118	2503674
Mark Werner MD
						74467	28435	83102	203482	3632	393118	82580

Form990 Schedule J Part III Form990ScheduleJPartIII (9 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
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, Donald Lorton 250,129, Mark Werner 94,090.
I	4a	Edward Murphy 2,561,000
II	17	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	17	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	17	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	17	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	17	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	17	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.

Schedule K IRS990ScheduleK

Form990 Schedule K Part I Form990ScheduleKPartI (4 entries)

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
541106038	770082AA3	2010-10-13	93754000	Redemptio fo Series 2003A-C bonds Costs of issuance	false	false	false
Industrial Development Authority of the City of Roanoke VA
541106038	770084EQ0	2005-12-14	224795000	Capital projects, Current Refunding of Series 2002 B-E bonds Costs of issuance, bond insurance	false	false	false
VA Small Business Financing Authority
541300845	928101AE4	2008-07-09	12000000	Capital projects Cost of issuance	false	false	false
Industrial Development Authority of the City of Roanoke VA
541106038	770082mul	2012-02-09	58111000	Redemptio of Series 2002A bonds Cost of issuance	false	false	false

Form990 Schedule K Part II Form990ScheduleKPartII (4 entries)

Total ProceedsTotalProceeds	Issuance Costs From ProceedsIssuanceCostsFromProceeds	Other Spent ProceedsOtherSpentProceeds	Advance RefundingAdvanceRefunding	Final Allocation MadeFinalAllocationMade	Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind	Amount RetiredAmountRetired	Credit EnhancementCreditEnhancement	Capital ExpendituresCapitalExpenditures	Year Of Subst CompletionYearOfSubstCompletion	Current RefundingCurrentRefunding
93754000	1229094	95175000	false	true	true
224795000	1385880	97907722	false	true	true	14285000	3239424	122261974	2007	true
11950000	107259		false	true	true			11842741	2009	false
58111000	728388	60108446	true	true	true	3708000		4823755	2011

Form990 Schedule K Part III Form990ScheduleKPartIII (4 entries)

Owning Bond Financed PropertyOwningBondFinancedProperty	Any Lease ArrangementsAnyLeaseArrangements	Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty	Engage Bond Counsel ContractsEngageBondCounselContracts	Any Research AgreementsAnyResearchAgreements	Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs	Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers	Total Private Business UseTotalPrivateBusinessUse
false	false	false	false	false	true
false	true	true	false	false	true	0.00200	0.00200
false	false	false		false	true
false	false	false		false	true

Form990 Schedule K Part IV Form990ScheduleKPartIV (4 entries)

Form8038 T FiledForm8038TFiled	Variable Rate IssueVariableRateIssue	Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds	Gross Proceeds Invested In GICGrossProceedsInvestedInGIC	Gross Proceeds InvestedGrossProceedsInvested	Exception To RebateExceptionToRebate	Term Of HedgeTermOfHedge	Superintegrated HedgeSuperintegratedHedge	Hedge TerminatedHedgeTerminated	Business Name Line1NameOfGICProvider/BusinessNameLine1	Term Of GICTermOfGIC	Regulatory Safe Harbor SatisfiedRegulatorySafeHarborSatisfied
(no name)
true	false	false	false	false	true
UBS and Citigroup
true	true	true	true	false	true	0000000027.000000000000	false	false	AIG	0000000000.300000000000	true
UBS and Citigroup
true	true	true	false	false	true	0000000033.000000000000	false	false
(no name)
true

Field	Value	IRS element (for citing)
Fed Tax Requirements Compliance	X	FedTaxRequirementsCompliance

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	285850	Utilities purchases	false
Nancy Howell Agee
President/CEO	30256172	lab services	false
Donald Lorton
EVP/Treasurer	30256172	lab services	false

Form990 Schedule L Part V Form990ScheduleLPartV (2 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
IV	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.
IV	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	16	NumberOfContributions
Noncash Contribs Rptd F990	1604	NoncashContribsRptdF990
Method Of Determining Revenues	sale of comparable property	MethodOfDeterminingRevenues

Books And Publications BooksAndPublications

Field	Value	IRS element (for citing)
Non Cash Checkbox	X	NonCashCheckbox
Noncash Contribs Rptd F990	9398	NoncashContribsRptdF990
Method Of Determining Revenues	sale of comparable property	MethodOfDeterminingRevenues

Collectibles Collectibles

Field	Value	IRS element (for citing)
Non Cash Checkbox	X	NonCashCheckbox
Number Of Contributions	13	NumberOfContributions
Noncash Contribs Rptd F990	3800	NoncashContribsRptdF990
Method Of Determining Revenues	sale of comparable property	MethodOfDeterminingRevenues

Drugs And Medical Supplies DrugsAndMedicalSupplies

Field	Value	IRS element (for citing)
Non Cash Checkbox	X	NonCashCheckbox
Number Of Contributions	1	NumberOfContributions
Noncash Contribs Rptd F990	5525	NoncashContribsRptdF990
Method Of Determining Revenues	Appraisal	MethodOfDeterminingRevenues

Other Non Cash Contributions Table OtherNonCashContributionsTable (2 entries)

Non Cash CheckboxNonCashCheckbox	DescriptionDescription	Noncash Contribs Rptd F990NoncashContribsRptdF990	Method Of Determining RevenuesMethodOfDeterminingRevenues	Number Of ContributionsNumberOfContributions
X	Misc.	3236	sale of comparable property
X	Gift Certificates	26711	sale of comparable property	87

Field	Value	IRS element (for citing)
Number Of8283 Received	1	NumberOf8283Received
Any Property That Must Be Held	false	AnyPropertyThatMustBeHeld
Review Process Unusual NC Gifts	true	ReviewProcessUnusualNCGifts
Third Parties Used	false	ThirdPartiesUsed

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (34 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
Form 990 Part III	4a	Carilion Medical Center exists to serve the health care needs of its community and region, regardless of patient ability to pay. CMC admitted 36,005 patients and provided 175,101 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 3,282 babies the areas only neonatal intensive care unit inpatient and outpatient psychiatric services a comprehensive rehabilitation unit extensive outpatient and inpatient surgical and endoscopic services oncology services geriatric services and diagnostic imaging services including CT, MRI, PET, and mammography.
Form 990 Part III	4a CONTINUED	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.
Form 990 Part III	4a CONTINUED	With 76,117 visits, CMCs 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. CMCs 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 100 faculty members, CMC hosts residency programs in family medicine, internal medicine, obstetrics and gynecology, psychiatry, general surgery, and neurosurgery.
Form 990 Part III	4a CONTINUED	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 689 events touching over 23,000 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, bad debt, and unreimbursed Medicaid costs for the year exceeded 63.7 million.
Form 990	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,
Form 990	2 CONTINUED	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.
Form 990	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.
Form 990	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 childrens 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 14 fellowship programs. Carilion Medical Center serves all patients regardless of their ability to pay.
Form 990	5 CONTINUED	The Hospitals 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.
Form 990	6 -	Carilion Medical Center is wholly owned by Carilion Clinic, a not-for-profit healthcare organization serving approximately one million people in Western Virginia through a physician specialty group, advanced primary care practices, hospitals and outpatient centers. 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.
Form 990	6 CONTINUED	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.
Form 990	6 CONTINUED	Carilion Clinic employees 592 physicians representing more than 60 specialties who provide care at 195 practice sites. During 2012, 126 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 Masters of Science in Nursing, Physician Assistant and Occupational Therapy and 12 baccalaureate and associate healthcare programs. Approximately 900 undergraduate students and 190 graduate students are enrolled annually with 99 of undergraduates receiving some type of financial aid. Carilion Clinic and Virginia Tech Carilion School of Medicine provide graduate medical education to 215 residents and fellows.
Form 990	6 CONTINUED	Residency program include Emergency Medicine, Family Medicine, Internal Medicine, Neurosurgery, Obstetrics/Gynecology, Psychiatry, Surgery, Pediatrics, Podiatry and General Hospital Dentistry inaugural class July 2013. Additionally, the University of Virginia sponsors a residency program in Orthopaedics. Fellowship programs include Addiction Psychology, Adult Joint Reconstruction, Advanced Endoscopy, Cardiovascular Disease, Child and Adolescent Psychiatry, Gastroenterology inaugural class July 2013, Geriatric Medicine, Geriatric Psychiatry, Hospice and Palliative Care, Infectious Disease, Interventional Cardiology inaugural class July 2013, Medical Informatics, Orthopaedic-Hand and Pulmonary Critical Care.
Form 990	6 CONTINUED	Advanced Clinical Services in Cardiovascular and Vascular include a hybrid operating room, transcatheter aortic valve implantation TAVI, ventricular assist device VAD program using the Heartmate II, Medtronic CRYO balloon for atrial fibrillation epicardial ventricular tachycardia ablation, Heart Alert, therapeutic hypothermia, and Thoracic Oncology services with Pulmonary Medicine. In Neurosciences advanced services include Stroke Alert, an adult and pediatric Neurosurgery program, Neuro-interventional procedures, Brain Lab Navigation, Epilepsy Monitoring Inpatient Unit and Movement Disorders.
Form 990	6 CONTINUED	In Musculoskeletal, a joint replacement program, anterior approach hip replacements, computer-assisted knee replacements and advanced procedures for ankle replacements. Spine Center and Imaging Services include 64 slice CT and PET/CT, 3T MAGNETOM Verio MRI, MR Profusion and Enterography, advanced interventional procedures, and nationally-recognized Breast Care Center with large-format Pathology and digital mammography. Surgery services include plastic and reconstructive surgery, robotic-assisted surgery for cardiac, urology, and gynecology, and advanced laparoscopic techniques in general surgery.
Form 990	6 CONTINUED	In Pulmonary medicine, advanced interventional procedures are performed as well as thoracic oncology services. Carilion Clinic Cancer Center offers CyberKnife Stereotactic Radiosurgery for inoperable tumors, High Dose Radiation HDR Brachytherapy, Linear Accelerators with IMRT, Selective Internal Radiation SIR Spheres for treatment of liver cancer, Prostate Brachytherapy Radioactive Seed Implants and Mohs surgery. Advanced gynecologic oncology includes single site/port hysterectomy, minimally invasive surgery for gynecology, including the da Vinci Robotic Surgical System and in-office chemotherapy and industry-sponsored research trials as well as participation in National Cancer Institute sponsored research.
Form 990	6 CONTINUED	Advanced urogynecologic services include Interstim therapy for bladder incontinence and fecography for fecal incontinence. Carilion Clinic Childrens Hospital provides Sub-specialty physicians and clinics in surgery, cardiology, pulmonology, gastroenterology, dentistry, allergy immunology, rheumatology, orthopaedics, hematology oncology, neurosurgery, and developmental pediatrics. Additionally, neonatal and pediatric intensive care units are located within Carilion Roanoke Memorial Hospital. An inpatient childrens facility, pediatric emergency department and specialized transport team are included in this program. 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.
Form 990	6 CONTINUED	An additional benefit to the community is Carilion Clinics economic contribution to the region. As the areas largest employer, jobs are provided for more than 11,300 residents of the region. At the Virginia Tech Carilion VTC Research Institute, scientists are carrying out leading-edge research programs on autism, depression, post-traumatic stress disorder, traumatic brain injury, cerebral palsy, cardiovascular disease, Parkinsons disease, addiction, cancer, mental retardation, epilepsy, and infectious diseases, with state-of-the-art technologies and innovative interdisciplinary science. The research is characterized by computational and quantitative approaches, and modeling in conjunction with experimentation is a critical cornerstone.
Form 990	6 CONTINUED	The range of research going on today in the Institute includes facilities for a worldwide hub for interactive functional brain imaging, linking Roanoke to the United Kingdom, China, South Korea, Germany, and Norway as well as to other institutions throughout the United States, including Princeton, Caltech, and Emory University. This network, which includes the Institutes three research-dedicated magnetic resonance imaging scanners, is allowing Institute investigators to launch the worlds largest longitudinal study of brain function and decision-making. The Roanoke Brain Study will use functional imaging, genetic analysis, and behavior to uncover key aspects of human brain development in health and in a range of disorders.
Form 990 Part III	1 --	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 nearly 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 though medical education and research.
Form 990 Part VI	3 --	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	6 --	The organization has a single member. The sole member is Carilion Clinic, a charitable tax-exempt organization which serves as the parent company of the Carilion Clinic integrated health care delivery system. The sole member elects the directors of the organization and has certain other reserved powers.
Form 990 Part VI	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 --	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	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 gains on investments 34,926,844 transfer to Carilion Clinic for effect of pension-related changes 62,040,899 transfer to affiliates of 31,850,000 and transfer of property and equipment to affiliates of 8,637 for net of 58,972,692.
		Form 990 Part III Line 4a Carilion Medical Center exists to serve the health care needs of its community and region, regardless of patient ability to pay. CMC admitted 36,005 patients and provided 175,101 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 3,282 babies the areas only neonatal intensive care unit inpatient and outpatient psychiatric services a comprehensive rehabilitation unit extensive outpatient and inpatient surgical and endoscopic services oncology services geriatric services and diagnostic imaging services including CT, MRI, PET, and mammography. Form 990 Part III Line 4a CONTINUED 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. Form 990 Part III Line 4a CONTINUED With 76,117 visits, CMCs 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. CMCs 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 100 faculty members, CMC hosts residency programs in family medicine, internal medicine, obstetrics and gynecology, psychiatry, general surgery, and neurosurgery. Form 990 Part III Line 4a CONTINUED 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 689 events touching over 23,000 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, bad debt, and unreimbursed Medicaid costs for the year exceeded 63.7 million. Form 990 Section Schedule H, 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, Form 990 Section Schedule H, Part VI, Line 2 CONTINUED 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. Form 990 Section Schedule H, 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. Form 990 Section Schedule H, 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 childrens 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 14 fellowship programs. Carilion Medical Center serves all patients regardless of their ability to pay. Form 990 Section Schedule H, Part VI, Line 5 CONTINUED The Hospitals 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. Form 990 Section Schedule H, 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 Western Virginia through a physician specialty group, advanced primary care practices, hospitals and outpatient centers. 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. Form 990 Section Schedule H, Part VI, Line 6 CONTINUED 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. Form 990 Section Schedule H, Part VI, Line 6 CONTINUED Carilion Clinic employees 592 physicians representing more than 60 specialties who provide care at 195 practice sites. During 2012, 126 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 Masters of Science in Nursing, Physician Assistant and Occupational Therapy and 12 baccalaureate and associate healthcare programs. Approximately 900 undergraduate students and 190 graduate students are enrolled annually with 99 of undergraduates receiving some type of financial aid. Carilion Clinic a

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	Direct Controlling Entity NADirectControllingEntityNA	EOY AssetsEOYAssets
The Center For Surgical Excellence LLC
PO Box 12385	Roanoke	VA	24025	562595597	Surgery	VA	N/A
Odyssey IV LLC
PO Box 12385	Roanoke	VA	24025	562354974	Imaging	VA	N/A	600000
RMH Emergency Service LLC
PO Box 12385	Roanoke	VA	24025	541686589	Physician billing	VA	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	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 New River Valley Medical Center
PO Box 12385	Roanoke	VA	24025	540553805	Healthcare	VA	501c3	3	N/A	false
Carilion Services Inc
PO Box 12385	Roanoke	VA	24025	541190879	Supporting organization	VA	501c3	11 Type I	N/A	false
Carilion Stonewall Jackson Hospital
PO Box 12385	Roanoke	VA	24025	540568001	Healthcare	VA	501c3	3	N/A	false
Carilion Tazewell Community Hospital
PO Box 12385	Roanoke	VA	24025	546074580	Healthcare	VA	501c3	3	N/A	false
Jefferson College of Health Sciences Education Foundation
PO Box 12385	Roanoke	VA	24025	541637118	Supporting organization	VA	501c3	11 Type III	N/A	false

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 SW	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

Direct Controlling Entity Name DirectControllingEntityName

Field	Value	IRS element (for citing)
Business Name Line1	Carilion Medical Center	BusinessNameLine1

Field	Value	IRS element (for citing)
Predominant Income Type	Related	PredominantIncomeType
Disproportionate Allocations	false	DisproportionateAllocations
General Or Managing Partner	false	GeneralOrManagingPartner
Percentage Ownership	0.52250	PercentageOwnership

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