CARILION NEW RIVER VALLEY MEDICAL CENTER: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- CARILION NEW RIVER VALLEY MEDICAL CENTER (EIN 54-0553805)
- Tax period
- 2011-10-01 to 2012-09-30
- Filed
- 2013-08-15
- IRS object ID
- 201342279349302364
- 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 H
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-08-15T13:10:34-00:00 | 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 | 540553805 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Carilion New River Valley 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 | 24025 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Donald Halliwill | Name |
| Title | Assistant 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 | John Piatkowski MD | 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 | 294618618 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.carilionclinic.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1941 | YearFormation |
| State Legal Domicile | VA | StateLegalDomicile |
| Activity Or Mission Description | Carilion New River Valley Medical Center, part of Carilion Clinic, is a not-for-profit healthcare organization committed to improving health outcomes for every patient while advancing the quality of care in the community it serves. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 15 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 11 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1083 | TotalNbrEmployees |
| Total Nbr Volunteers | 121 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 98753 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 132731 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 143183258 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 154764098 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 5268794 | InvestmentIncomePriorYear |
| Investment Income Current Year | -622103 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 4376493 | OtherRevenuePriorYear |
| Other Revenue Current Year | 4757234 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 152927298 | TotalRevenuePriorYear |
| Total Revenue Current Year | 159031960 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 135383 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 21817 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 49926473 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 53037030 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 84701060 | OtherExpensePriorYear |
| Other Expenses Current Year | 85180458 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 134762916 | TotalExpensesPriorYear |
| Total Expenses Current Year | 138239305 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 18164382 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 20792655 | RevenuesLessExpensesCY |
| Total Assets BOY | 190142332 | TotalAssetsBOY |
| Total Assets EOY | 218573426 | TotalAssetsEOY |
| Total Liabilities BOY | 107140870 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 111649582 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 83001462 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 106923844 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | Carilion New River Valley Medical Center, part of Carilion Clinic, is a not-for-profit healthcare organization committed to improving health outcomes for every patient while advancing the quality of care in the community it serves. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 119594015 | Expense |
| Grants | 21817 | Grants |
| Revenue | 158277025 | Revenue |
| Description | See Schedule O | Description |
| Total Program Service Expense | 119594015 | 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 | false | 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 | true | 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 | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | true | Hospital |
| Financial Stmt Attached | true | FinancialStmtAttached |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | 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 | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | 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 | 1083 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | true | ForeignFinancialAccount |
| 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 | 15 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 11 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | 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 Organization | NamePerson |
| Telephone Number | 5402245112 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 213 S Jefferson Street - Suite 827 | 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 (23 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 |
|---|---|---|---|---|---|---|---|---|
| Leslie Badillo MD | ||||||||
| Chief of Staff/Director | 002.00 | X | 0 | 252494 | 86326 | |||
| Charles Bissell MD | ||||||||
| Director | 002.00 | X | 0 | 602726 | 38786 | |||
| Carolyn Brown | ||||||||
| Director | 002.00 | X | 0 | 0 | 0 | |||
| Howard Conduff DDS | ||||||||
| Director | 002.00 | X | 0 | 0 | 0 | |||
| Larry Hincker | ||||||||
| Director | 002.00 | X | 0 | 0 | 0 | |||
| Todd Murray | ||||||||
| Secretary/Treasurer/Director | 002.00 | X | 0 | 0 | 0 | X | ||
| Jeffrey Reed | ||||||||
| Director | 002.00 | X | 0 | 0 | 0 | |||
| Joseph Scartelli PhD | ||||||||
| Director | 002.00 | X | 0 | 0 | 0 | |||
| Joseph Sheffey | ||||||||
| Director | 002.00 | X | 0 | 0 | 0 | |||
| Stephanie Shortt | ||||||||
| Chairperson/Director | 002.00 | X | 0 | 0 | 0 | X | ||
| Thomas Starnes | ||||||||
| Director | 002.00 | X | 0 | 0 | 0 | |||
| Barbara Turk | ||||||||
| Director | 002.00 | X | 0 | 0 | 0 | |||
| Cris Whitaker | ||||||||
| Director | 002.00 | X | 0 | 0 | 0 | |||
| James Williams OD | ||||||||
| Director | 002.00 | X | 0 | 0 | 0 | |||
| John Piatkowski MD | ||||||||
| President/Director | 050.00 | X | 131087 | 0 | 1094 | X | ||
| Donald Lorton | ||||||||
| Assistant Treasurer | 002.00 | 0 | 680251 | 528400 | X | |||
| Rachel Mabe | ||||||||
| Assistant Secretary | 002.00 | 0 | 67991 | 25993 | X | |||
| Dennis Means | ||||||||
| VP - Medical Affairs | 050.00 | 284769 | 0 | 44156 | X | |||
| Ralph Brown | ||||||||
| Physician | 050.00 | 268147 | 0 | 50373 | X | |||
| Charlotte Ramsey | ||||||||
| Chief Nursing Officer | 050.00 | 174052 | 0 | 39092 | X | |||
| Corwin Brower | ||||||||
| Pharmacist | 050.00 | 150054 | 0 | 123029 | X | |||
| Dale Bryant | ||||||||
| Pharmacist | 050.00 | 144478 | 0 | 77997 | X | |||
| Don Halliwill | ||||||||
| Former President | 000.00 | 0 | 244181 | 65903 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1152587 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 1847643 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 1081149 | TotalOtherCompensation |
| Number Individuals GT100 K | 10 | 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 |
|---|---|---|---|---|---|
| Anesthesiology Associates | |||||
| PO Box 3605 | Radford | VA | 24143 | Anesthesiology Services | 2458567 |
| Soltax Lab Partners Group | |||||
| PO Box 751337 | Charlotte | NC | 282751337 | Laboratory Services | 5357979 |
| Avis Construction Co Inc | |||||
| PO Box 11985 | Roanoke | VA | 24022 | Construction Contractor | 1915082 |
| Siemens Medical Solutions | |||||
| 51 Valley Stream Parkway | Malvern | PA | 19355 | Equipment and Software Materials | 728143 |
| Foodservice Partners of VA | |||||
| 2823 Franklin Road Building B | Roanoke | VA | 24016 | Food Service | 490790 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 5 | NumberOfContractorsGT100K |
| Related Organizations | 38000 | RelatedOrganizations |
| Government Grants | 23505 | GovernmentGrants |
| All Other Contributions | 71226 | AllOtherContributions |
| Total Contributions | 132731 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| Ner Patient Revenues | 900099 | 154599194 | 154599194 |
| Program-Related Investments | 900099 | 164904 | 164904 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 154764098 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3171113 | TotalRevenueColumn |
| Exclusion | $3,171,113 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 9 | TotalRevenueColumn |
| Exclusion | $9 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 1009388 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 1009388 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1009388 | TotalRevenueColumn |
| Exclusion | $1,009,388 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 127997822 | Securities |
| Other | 3795611 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 131793433 | Securities |
| Other | 3793225 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -3795611 | Securities |
| Other | 2386 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -3793225 | TotalRevenueColumn |
| Exclusion | -$3,793,225 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | ExclusionExclusionAmount |
|---|---|---|---|---|
| EHR Incentive Payment | 900099 | 2098095 | 2098095 | |
| Cafeteria | 900099 | 234919 | $234,919 | |
| Court Cost Recovery | 900099 | 54359 | 54359 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1360473 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1360473 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 3747846 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 159031960 | TotalRevenueColumn |
| Related Or Exempt Function Income | 158277025 | RelatedOrExemptFunctionIncome |
| Exclusion | $622,204 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21817 | Total |
| Program Services | 21817 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
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 | 261937 | Total |
| Program Services | 261937 | 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 | 41707275 | Total |
| Program Services | 41281914 | ProgramServices |
| Management And General | 425361 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2976340 | Total |
| Program Services | 2976340 | ProgramServices |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5143279 | Total |
| Program Services | 5077413 | ProgramServices |
| Management And General | 65866 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2948199 | Total |
| Program Services | 2948199 | ProgramServices |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16403901 | Total |
| Management And General | 16403901 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2423 | Total |
| Management And General | 2423 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14294 | Total |
| Program Services | 14294 | 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 | 168545 | Total |
| Management And General | 168545 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16155935 | Total |
| Program Services | 15284468 | ProgramServices |
| Management And General | 871467 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 42 | Total |
| Program Services | 42 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4626577 | Total |
| Program Services | 4543660 | ProgramServices |
| Management And General | 82917 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 249221 | Total |
| Program Services | 249221 | ProgramServices |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1892418 | Total |
| Program Services | 1852764 | ProgramServices |
| Management And General | 39654 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 517841 | Total |
| Program Services | 490333 | ProgramServices |
| Management And General | 27508 | ManagementAndGeneral |
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 | 3873344 | Total |
| Program Services | 3873344 | ProgramServices |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5903779 | Total |
| Program Services | 5903779 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1237156 | Total |
| Program Services | 718204 | ProgramServices |
| Management And General | 518952 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| Medical Supplies | 15785066 | 15784428 | 638 |
| Bad Debt | 9636832 | 9636832 | |
| I/C Practice Subsidy | 8427465 | 8413298 | 14167 |
| Dues Subscriptions | 91032 | 83046 | 7986 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 194587 | Total |
| Program Services | 178682 | ProgramServices |
| Management And General | 15905 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 138239305 | Total |
| Program Services | 119594015 | ProgramServices |
| Management And General | 18645290 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6447 | BOY |
| EOY | 6447 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 278811 | BOY |
| EOY | 282827 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18264048 | BOY |
| EOY | 19365857 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1571081 | BOY |
| EOY | 1124438 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 537464 | BOY |
| EOY | 1033972 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 148604360 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 86853051 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 60585167 | BOY |
| EOY | 61751309 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 59083341 | BOY |
| EOY | 125199137 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 48571429 | BOY |
| EOY | 8559401 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1244544 | BOY |
| EOY | 1250038 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 190142332 | BOY |
| EOY | 218573426 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11156150 | BOY |
| EOY | 12860820 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 182468 | BOY |
| EOY | 213117 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 70977440 | BOY |
| EOY | 67945847 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24824812 | BOY |
| EOY | 30629798 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 107140870 | BOY |
| EOY | 111649582 | EOY |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 83000892 | BOY |
| EOY | 106915364 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 570 | BOY |
| EOY | 8480 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 83001462 | BOY |
| EOY | 106923844 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 190142332 | BOY |
| EOY | 218573426 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 20792655 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 3129727 | 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 | false | FederalGrantAuditRequired |
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 | $14,294 | OtherActivitiesAmount |
| Total Lobbying Expenditures IIB | 14294 | 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. and Virginia Hospital and Healthcare Assn. spent on lobbying. | Explanation |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Included On FS | false | IncludedOnFS |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1507465 | OtherCostOrOtherBasis |
| Book Value | 1507465 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 84572771 | OtherCostOrOtherBasis |
| Depreciation | 35256791 | Depreciation |
| Book Value | 49315980 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 247117 | OtherCostOrOtherBasis |
| Depreciation | 172010 | Depreciation |
| Book Value | 75107 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 59457627 | OtherCostOrOtherBasis |
| Depreciation | 50530167 | Depreciation |
| Book Value | 8927460 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2819380 | OtherCostOrOtherBasis |
| Depreciation | 894083 | Depreciation |
| Book Value | 1925297 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 61751309 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (6 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Qualified Pension Liability | $15,903,664 |
| 2005 Fixed Payor Swap Unrealized | $9,763,688 |
| 2008 Fixed Swap Unrealized Losses | $4,962,447 |
| 2010 Barclays Swap Unrealized Losses | -$214,863 |
| 2010 PNC Swap Unrealized Losses | -$407,972 |
| Swap Contra | $622,834 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 30629798 | TotalOfAmounts |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | X | Identifier |
| Return Reference | 2 | ReturnReference |
| Explanation | 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. | Explanation |
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 | 9456592 | TotalCommunityBenefitExpense |
| Net Community Benefit Expense | 9456592 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.07350 | PercentOfTotalExpense |
Unreimbursed Medicaid UnreimbursedMedicaid
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 9616138 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 7262653 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 2353485 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.01830 | PercentOfTotalExpense |
Total Charity Care TotalCharityCare
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 19072730 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 7262653 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 11810077 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.09180 | PercentOfTotalExpense |
Community Health Services CommunityHealthServices
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Activities Or Programs | 196 | NumberOfActivitiesOrPrograms |
| Persons Served | 30190 | PersonsServed |
| Total Community Benefit Expense | 212506 | TotalCommunityBenefitExpense |
| Net Community Benefit Expense | 212506 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00170 | PercentOfTotalExpense |
Research Research
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Activities Or Programs | 1 | NumberOfActivitiesOrPrograms |
| Persons Served | 285 | PersonsServed |
| Total Community Benefit Expense | 14967 | TotalCommunityBenefitExpense |
| Net Community Benefit Expense | 14967 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00010 | PercentOfTotalExpense |
Cash And In Kind Contributions CashAndInKindContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Activities Or Programs | 5 | NumberOfActivitiesOrPrograms |
| Persons Served | 826 | PersonsServed |
| Total Community Benefit Expense | 54634 | TotalCommunityBenefitExpense |
| Net Community Benefit Expense | 54634 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00040 | PercentOfTotalExpense |
Total Other Benefits TotalOtherBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Activities Or Programs | 202 | NumberOfActivitiesOrPrograms |
| Persons Served | 31301 | PersonsServed |
| Total Community Benefit Expense | 282107 | TotalCommunityBenefitExpense |
| Net Community Benefit Expense | 282107 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00220 | PercentOfTotalExpense |
Total Community Benefits TotalCommunityBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Activities Or Programs | 202 | NumberOfActivitiesOrPrograms |
| Persons Served | 31301 | PersonsServed |
| Total Community Benefit Expense | 19354837 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 7262653 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 12092184 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.09400 | PercentOfTotalExpense |
Economic Development EconomicDevelopment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Activities Or Programs | 3 | NumberOfActivitiesOrPrograms |
| Total Community Building Expense | 11670 | TotalCommunityBuildingExpense |
| Net Community Building Expense | 11670 | NetCommunityBuildingExpense |
| Percent Of Total Expense | 0.00010 | PercentOfTotalExpense |
Community Support CommunitySupport
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Activities Or Programs | 3 | NumberOfActivitiesOrPrograms |
| Persons Served | 28 | PersonsServed |
| Total Community Building Expense | 1138 | TotalCommunityBuildingExpense |
| Net Community Building Expense | 1138 | NetCommunityBuildingExpense |
Coalition Building CoalitionBuilding
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Activities Or Programs | 11 | NumberOfActivitiesOrPrograms |
| Persons Served | 106 | PersonsServed |
| Total Community Building Expense | 1048 | TotalCommunityBuildingExpense |
| Net Community Building Expense | 1048 | NetCommunityBuildingExpense |
Total Total
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Activities Or Programs | 17 | NumberOfActivitiesOrPrograms |
| Persons Served | 134 | PersonsServed |
| Total Community Building Expense | 13856 | TotalCommunityBuildingExpense |
| Net Community Building Expense | 13856 | NetCommunityBuildingExpense |
| Percent Of Total Expense | 0.00010 | PercentOfTotalExpense |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | false | BadDebtExpenseReported |
| Bad Debt Expense | $3,206,836 | BadDebtExpenseAmount |
| Amount Attributable To | 484914 | AmountAttributableTo |
| Amount Reimbursed By Medicare | 34171115 | AmountReimbursedByMedicare |
| Cost Of Care Reimbursed By Medicare | 37364144 | CostOfCareReimbursedByMedicare |
| Medicare Surplus Or Shortfall | -3193029 | 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
Name Of Entity NameOfEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | New River Valley Surgery Center LLC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Ent Primary Activity | Ambulatory surgery | DescriptionEntPrimaryActivity |
| Organization Profit Or Ownership | 0.50000 | OrganizationProfitOrOwnership |
| Physicans Profit Or Ownership | 0.32670 | PhysicansProfitOrOwnership |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Hospital Facilities | 1 | NumberOfHospitalFacilities |
Form990 Schedule H Part V Section A Form990ScheduleHPartVSectionA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility Number | 1 | FacilityNumber |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Carilion New River Valley Medical Center | BusinessNameLine1 |
Address Address
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2900 Lamb Circle | AddressLine1 |
| City | Christiansburg | City |
| State | VA | State |
| ZIP Code | 24073 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Licensed Hospital | X | LicensedHospital |
| General Medical And Surgical | X | GeneralMedicalAndSurgical |
| Er24 Hours | X | Er24Hours |
Form990 Schedule H Part V Section B Form990ScheduleHPartVSectionB (6 entries)
| Hospital Facility NumberHospitalFacilityNumber |
|---|
| Carilion New River Valley Medical Center |
| 1 |
| Carilion New River Valley Medical Center Rehabilitation |
| 2 |
| Carilion New River Valley Medical Center Home Health and Hospice |
| 3 |
| New River Valley Surgery Center LLC |
| 4 |
| Orthopedic Spine PT Clinic |
| 5 |
| Orthopedic Spine PT Clinic |
| 6 |
Form990 Schedule H Part V Section C Form990ScheduleHPartVSectionC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Other Facilities | 6 | NumberOfOtherFacilities |
Other Facilities OtherFacilities (6 entries)
| Address Line1Address/AddressLine1 | CityAddress/City | StateAddress/State | ZIP CodeAddress/ZIPCode | Facility TypeFacilityType |
|---|---|---|---|---|
| Carilion New River Valley Medical Center | ||||
| 2900 Lamb Circle | Christiansburg | VA | 24073 | 0 |
| Carilion New River Valley Medical Center Rehabilitation | ||||
| 118 Broad Street | Dublin | VA | 24084 | Psychiatric Unit |
| Carilion New River Valley Medical Center Home Health and Hospice | ||||
| 707 Randolph Street Suite 251 | Radford | VA | 24141 | Outpatient therapy |
| New River Valley Surgery Center LLC | ||||
| 2901 Lamb Circle | Christiansburg | VA | 24073 | Home Health and Hospice |
| Orthopedic Spine PT Clinic | ||||
| 51 West Main Street | Radford | VA | 24141 | Ambulatory surgery |
| Orthopedic Spine PT Clinic | ||||
| 178 West Main Street | Wytheville | VA | 24382 | Orthopedic spine- PT |
Form990 Schedule H Part VI Form990ScheduleHPartVI (36 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 calculated at actual cost. Carilion New River Valley Medical Center educates the public about health risks and steps that can be taken to improve health. During fiscal year 2012, 28,684 people received health education information provided during 183 events that included screenings, presentations and health fairs. Regularly scheduled health screenings such as blood pressure, blood glucose and cholesterol are offered at various locations throughout the year. |
| Part I line 7 | 7e CONTINUED In addition, Red Hot Mommas features speakers focusing on womens health issues. The national SafeKids program is coordinated by Carilion New River Valley Medical Center with education on injury prevention for children. Car seat education and regularly scheduled car seat safety checks are provided. |
| Part I line 7 | 7e CONTINUED Carilion New River Valley Medical Centers Medication Assistance Program assists uninsured clients obtain medications necessary for disease management and therapeutic outcomes and enrolls eligible individuals into state and federal insurance programs. During fiscal year 2012, needed prescription medication was provided to 638 individuals. |
| Part I line 7 | 7e CONTINUED Additional health improvement services include blood drives, assistance with enrollment in public medical programs such as Medicaid and interpreter services for non-English speaking patients. |
| Part I line 7 | 7f - This line is calculated at actual cost. In-kind support was provided to Virginia College of Osteopathic Medicine toward education of medical students. |
| Part I line 7 | 7g - N/A |
| Part I line 7 | 7h - This line is calculated at actual cost. Carilion New River Valley Medical Center provides data 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 calculated at actual cost. Financial contributions were made to the local chapter of the National Multiple Sclerosis Society as they work to assist people affected by MS by funding cutting-edge research, driving change through advocacy, facilitating professional education, and providing programs and services that help people with MS and their families move their lives forward and the Free Clinic of the New River Valley. |
| Part I line 7 | 7i CONTINUED In-kind support was provided to the United Way during their local fundraising campaign. A grant was provided to the Free Clinic of the New River Valley for staffing and supplies of the dental program that serves uninsured, low-income residents. Additionally, Carilion New River Valley 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 9,694,328. |
| Part II | Line 1 - N/A |
| Part II | Line 2 - Financial support was provided to Montgomery County Chamber of Commerce toward their mission of promoting and developing a positive environment for the operation and growth of business in Montgomery County and the New River Valley New River Valley Economic Development New River Valley Economic Development Council whose mission is to market the New River Valley, to foster job creation, to facilitate new investment, |
| Part II | Line 2 CONTINUED and to nurture and improve quality of life in the Valley 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 3 - Financial support was provided to NRV CARES, a private, non-profit organization dedicated to protecting children from abuse and strengthening families through education, advocacy and community partnerships. In-kind support was provided for dental care education at the Free Clinic and NAACP for Project HELP, the Health and Wellness initiative to improve the overall quality of life for African Americans through health education. |
| Part II | Line 4 - N/A |
| Part II | Line 5 - N/A |
| Part II | Line 6 - In-kind support was provided to the Retired Senior Volunteer Program for their Walkathon Advisory Committee representation on the Area Agency on Aging Advisory Council New River Valley Safe Kids initiatives Chamber of Commerce events and presenting educational information to Virginia Techs employee wellness committee. |
| Part II | Line 7 - N/A |
| Part II | Line 8 - N/A |
| 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 | 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
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | New River Valley Economic Development Alliance | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6226 University Park Dr | AddressLine1 |
| City | Radford | City |
| State | VA | State |
| ZIP Code | 24141 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 541545804 | EINOfRecipient |
| IRC Section | 501c6 | IRCSection |
| Amount Of Cash Grant | 10000 | AmountOfCashGrant |
| Purpose Of Grant | General Support | PurposeOfGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of Other Organizations | 1 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | 1 | Identifier |
| Return Reference | 2 | ReturnReference |
| Explanation | The Hospital donates funds to other tax-exempt organizations with a similar community improvement mission. Such organizations also have community boards which oversee the expenditure of such funds. | Explanation |
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 | false | 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 (9 entries)
| 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 | Base Compensation Filing OrgBaseCompensationFilingOrg | Bonus Filing OrgBonusFilingOrg | Other Compensation Filing OrgOtherCompensationFilingOrg | Deferred Comp Filing OrgDeferredCompFilingOrg | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Total Compensation Filing OrgTotalCompensationFilingOrg |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Leslie Badillo MD | ||||||||||||
| 167144 | 84571 | 779 | 65909 | 20417 | 338820 | |||||||
| Charles Bissell MD | ||||||||||||
| 378877 | 222499 | 1350 | 35842 | 2944 | 641512 | |||||||
| Donald Lorton | ||||||||||||
| 486200 | 129425 | 64626 | 509034 | 19366 | 1208651 | 63526 | ||||||
| Dennis Means | ||||||||||||
| 266096 | 1040 | 17633 | 42912 | 1244 | 328925 | |||||||
| Ralph Brown | ||||||||||||
| 214831 | 52417 | 899 | 39286 | 11087 | 318520 | |||||||
| Charlotte Ramsey | ||||||||||||
| 155302 | 17230 | 1520 | 31186 | 7906 | 213144 | |||||||
| Corwin Brower | ||||||||||||
| 146479 | 174 | 3401 | 115850 | 7179 | 273083 | |||||||
| Dale Bryant | ||||||||||||
| 117408 | 19282 | 7788 | 67033 | 10964 | 222475 | |||||||
| Don Halliwill | ||||||||||||
| 210112 | 33722 | 347 | 54139 | 11764 | 310084 | |||||||
Form990 Schedule J Part III Form990ScheduleJPartIII (2 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 | - Donald Lorton 250,219 |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (2 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 | 770084ES6 | 2005-12-14 | 65880000 | Capital projects, Current Refunding of Series 2002 B-E bonds Costs of issuance, bond insurance | false | false | false |
| VA Small Business Financing Authority | |||||||
| 541300845 | 928101AD6 | 2008-07-09 | 20000000 | Capital projects, Costs of issuance | false | false | false |
Form990 Schedule K Part II Form990ScheduleKPartII (2 entries)
| Amount RetiredAmountRetired | Total ProceedsTotalProceeds | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Credit EnhancementCreditEnhancement | Other Spent ProceedsOtherSpentProceeds | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind | Capital ExpendituresCapitalExpenditures | Year Of Subst CompletionYearOfSubstCompletion |
|---|---|---|---|---|---|---|---|---|---|---|
| 20595000 | 65880000 | 406156 | 949368 | 64524476 | true | false | true | true | ||
| 20050000 | 137743 | false | false | true | true | 19912257 | 2008 |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Owning Bond Financed Property | false | OwningBondFinancedProperty |
| Any Lease Arrangements | false | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | false | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | false | AnyResearchAgreements |
| Post Issuance Compliance Procdrs | true | PostIssuanceComplianceProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV (2 entries)
| Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Term Of HedgeTermOfHedge | Superintegrated HedgeSuperintegratedHedge | Hedge TerminatedHedgeTerminated | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Business Name Line1NameOfGICProvider/BusinessNameLine1 | Term Of GICTermOfGIC | Regulatory Safe Harbor SatisfiedRegulatorySafeHarborSatisfied | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate |
|---|---|---|---|---|---|---|---|---|---|---|---|
| UBS & Citigroup | |||||||||||
| true | true | true | 0000000027.000000000000 | false | false | true | AIG | 0000000000.300000000000 | true | false | true |
| UBS & Citigroup | |||||||||||
| true | true | true | 0000000033.000000000000 | false | false | false | false | true | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fed Tax Requirements Compliance | X | FedTaxRequirementsCompliance |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Donald Lorton | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | Assistant Treasurer | Relationship |
| Amount Of Transaction | 6698891 | AmountOfTransaction |
| Description Of Transaction | lab services | DescriptionOfTransaction |
| Sharing Of Revenues | false | SharingOfRevenues |
Form990 Schedule L Part V Form990ScheduleLPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | IV | Identifier |
| Return Reference | 1 -- | ReturnReference |
| Explanation | Donald Lorton serves on the Board of Solstas Lab Partners, LLC of which Carilion has a minority financial interest, and from whom the organization purchases lab services. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (32 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Form 990 Part III | 4a | Carilion New River Valley Medical Center exists to serve the health care needs of its community, regardless of patient ability to pay. New River admitted 7,915 patients and provided 29,829 days of care during the year New River also delivered 1,235 babies. Hospital programs include provision of nursing care extensive outpatient and inpatient surgical and endoscopic services comprehensive cardiac treatment, diagnostic, and rehab solutions and diagnostic imaging services including CT, MRI, and mammography. |
| Form 990 Part III | 4a CONTINUED | With almost 22 of its inpatient admissions representing psychiatric admissions, and a significant outpatient presence in behavioral medicine, New River plays a critical role in providing mental health services for the region. New River is a Level III trauma center, and provides a home base for Lifeguard 11, the emergency medical air transport that serves the surrounding area. New River provides a number of inpatient and outpatient services targeting the specific health needs of its population, including diabetes management home health and hospice physical, speech, and occupational therapy programs and cardiac and respiratory rehab. |
| Form 990 Part III | 4a CONTINUED | New River also provides an emergency department with 24-hour care, emergency transportation, and a chest pain and stroke program. With 32,375 visits, New Rivers emergency services are a critical component of the health safety net in its service area, acting as the primary health provider for a significant number of uninsured patients, who comprise 19 percent of ED visits. New River supports community screenings and education on chronic disease prevention and management sponsoring 183 events touching more than 28,000 people. New River also champions and supports a Medication Assistance Program in partnership with community-based social services. In furtherance of its mission, New River provides extensive uncompensated care. Stated at cost, charity, charity-eligible bad debt, and unreimbursed Medicaid costs for the year of 12.2 million. |
| Form 990 | 2 - | Carilion New River Valley Medical Center uses demographic information and data on patients treated to determine community health needs. Additionally, information from public databases compiled on the Virginia Atlas of Community Health website is reviewed for the entire geographic area served by Carilion New River Valley Medical Center. A comprehensive community health needs assessment is scheduled for completion by September 30, 2013 along with a strategic implementation plan to address identified needs. |
| Form 990 | 4 - | Carilion New River Valley Medical Center serves approximately 145,000 residents living in the counties of Montgomery, Floyd and Pulaski and the city of Radford. The New River Valley is a 1,471 square mile region in southwest Virginia between the Blue Ridge and Allegheny Mountains. Approximately 18 of adults under age 64 and 8 of children who live in the New River Valley are uninsured. Additionally, 18 of residents live below the poverty level and 13 of adults 25 years of age or older did not graduate from high school. 12 of residents are 65 years of age or older. |
| Form 990 | 5 - | Carilion New River Valley Medical Center is a modern hospital facility hosting both medical and psychiatric services. The 146-bed facility offers comprehensive healthcare services with access to 50 specialists and 24-hour emergency care facilities including a Level III Trauma Center with medical air transport. Carilion New River Valley Medical Center serves all patients regardless of their ability to pay. The Centers 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. |
| Form 990 | 5 CONTINUED | In addition to clinical care, the center 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 New River Valley 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. 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. |
| Form 990 | 6 CONTINUED | This has propelled a commitment to each other as providers and caregivers and working together in new and different ways. To fulfill our vision, we developed a new organizational structure for shared decision making and collaboration, implemented an enterprise-wide electronic health record, became NCQA medical homes in 27 of our primary care sites, established an accountable care organization, developed population health management infrastructure and developed the Virginia Tech Carilion School of Medicine and Research Institute. Carilion Clinic employees 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. |
| Form 990 | 6 CONTINUED | 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. Residency program include Emergency Medicine, Family Medicine, Internal Medicine, Neurosurgery, Obstetrics/Gynecology, Psychiatry, Surgery, Pediatrics, Podiatry and General Hospital Dentistry inaugural class July 2013. |
| Form 990 | 6 CONTINUED | 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 COINTINUED | 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 VI | 2 -- | 1. Todd Murray and Jeffery Reed - business relationship. |
| 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 | 11a and 11b -- | The final Form 990 was emailed or delivered in hard copy to each member of the Board of Directors several days prior to filing and Board members were encouraged to call with any questions they might have. |
| Form 990 Part VI | 12c -- | A Conflict of Interest Questionnaire, along with a copy of the Policy, is sent out annually to all officers, directors and key employees. In addition, such individuals are instructed to inform the organization of potential conflicts which arise during the year. Answers to the Questionnaires are reviewed by the Internal Audit Department. Potential conflicts for officers and key employees are reviewed by an internal Conflict of Interest Committee, which follows up on any potential issues to ensure compliance with all policies of the organization. The answers for Directors are reviewed by the Carilion Clinic Audit and Compliance Committee. |
| Form 990 Part VI | 12c CONTINUED | In addition, the governing body of the organization is provided with a list of the answers annually to make all Board members aware of potential conflicts in order to ensure compliance with policies on how to handle transactions with Board members that may involve potential conflict situations. |
| Form 990 Part VI | 15a and 15b -- | Executive compensation is reviewed annually by the Carilion Clinic Compensation Committee. This committee is made up of Board members of Carilion Clinic who do not have a conflict of interest with any of the executives being reviewed. With respect to Carilion Clinic, the Compensation Committee reviews the compensation of the President and Chief Executive Officer, Executive Vice Presidents, which include the Chief Financial Officer and the Chief Medical Officer. For the fiscal year covered by this return, the Compensation Committee also used the same process to review the compensation of other Disqualified Individuals, including the Hospital Vice Presidents. This review was performed in October 2011. A similar review was last performed in October 2012. |
| Form 990 Part VI | 15a and 15b CONTINUED | This review included a comprehensive report from an outside compensation consultant specializing in healthcare organizations. The report included a detailed comparison of total compensation and each element thereof, including base salary, bonuses and other cash compensation, and benefits, including deferred and retirement benefits. Compensation was compared to a peer group of organizations similar in size and structure to the organization, which list was reviewed by the Compensation Committee. Detailed minutes of the meetings of the Compensation Committee are kept and approved at the next meeting of the Committee, setting forth the deliberations and decisions regarding the compensation of these executives. |
| Form 990 Part VI | 15a and 15b CONTINUED | In addition, the Compensation Committee annually reviews the compensation plan and philosophy for all vice presidents and senior vice presidents, as well as all employed physicians and physicians in leadership roles. |
| Form 990 Part VI | 19 -- | The organizations governing documents, conflict of interest statement and financial statements are not generally available to the public, but are released from time to time upon request. The Articles of Incorporation are available from the Virginia State Corporation Commission. The consolidated audited financial statements of Carilion Clinic and of the Obligated Group are released annually to the local newspaper. Limited financial information is available on our web site. |
| Form 990 Part 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 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 9,464,515 transfer to Carilion Clinic for effect of pension-related changes 4,684,794 and transfer to affiliate of 1,650,000 for net of 3,129,727. |
| Form 990 Part III Line 4a Carilion New River Valley Medical Center exists to serve the health care needs of its community, regardless of patient ability to pay. New River admitted 7,915 patients and provided 29,829 days of care during the year New River also delivered 1,235 babies. Hospital programs include provision of nursing care extensive outpatient and inpatient surgical and endoscopic services comprehensive cardiac treatment, diagnostic, and rehab solutions and diagnostic imaging services including CT, MRI, and mammography. Form 990 Part III Line 4a CONTINUED With almost 22 of its inpatient admissions representing psychiatric admissions, and a significant outpatient presence in behavioral medicine, New River plays a critical role in providing mental health services for the region. New River is a Level III trauma center, and provides a home base for Lifeguard 11, the emergency medical air transport that serves the surrounding area. New River provides a number of inpatient and outpatient services targeting the specific health needs of its population, including diabetes management home health and hospice physical, speech, and occupational therapy programs and cardiac and respiratory rehab. Form 990 Part III Line 4a CONTINUED New River also provides an emergency department with 24-hour care, emergency transportation, and a chest pain and stroke program. With 32,375 visits, New Rivers emergency services are a critical component of the health safety net in its service area, acting as the primary health provider for a significant number of uninsured patients, who comprise 19 percent of ED visits. New River supports community screenings and education on chronic disease prevention and management sponsoring 183 events touching more than 28,000 people. New River also champions and supports a Medication Assistance Program in partnership with community-based social services. In furtherance of its mission, New River provides extensive uncompensated care. Stated at cost, charity, charity-eligible bad debt, and unreimbursed Medicaid costs for the year of 12.2 million. Form 990 Section Schedule H, Part VI, Line 2 - Carilion New River Valley Medical Center uses demographic information and data on patients treated to determine community health needs. Additionally, information from public databases compiled on the Virginia Atlas of Community Health website is reviewed for the entire geographic area served by Carilion New River Valley Medical Center. A comprehensive community health needs assessment is scheduled for completion by September 30, 2013 along with a strategic implementation plan to address identified needs. Form 990 Section Schedule H, Part VI, Line 4 - Carilion New River Valley Medical Center serves approximately 145,000 residents living in the counties of Montgomery, Floyd and Pulaski and the city of Radford. The New River Valley is a 1,471 square mile region in southwest Virginia between the Blue Ridge and Allegheny Mountains. Approximately 18 of adults under age 64 and 8 of children who live in the New River Valley are uninsured. Additionally, 18 of residents live below the poverty level and 13 of adults 25 years of age or older did not graduate from high school. 12 of residents are 65 years of age or older. Form 990 Section Schedule H, Part VI, Line 5 - Carilion New River Valley Medical Center is a modern hospital facility hosting both medical and psychiatric services. The 146-bed facility offers comprehensive healthcare services with access to 50 specialists and 24-hour emergency care facilities including a Level III Trauma Center with medical air transport. Carilion New River Valley Medical Center serves all patients regardless of their ability to pay. The Centers 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. Form 990 Section Schedule H, Part VI, Line 5 CONTINUED In addition to clinical care, the center 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 New River Valley 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. 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. Form 990 Section Schedule H, Part VI, Line 6 CONTINUED This has propelled a commitment to each other as providers and caregivers and working together in new and different ways. To fulfill our vision, we developed a new organizational structure for shared decision making and collaboration, implemented an enterprise-wide electronic health record, became NCQA medical homes in 27 of our primary care sites, established an accountable care organization, developed population health management infrastructure and developed the Virginia Tech Carilion School of Medicine and Research Institute. Carilion Clinic employees 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. Form 990 Section Schedule H, Part VI, Line 6 CONTINUED 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. Residency program include Emergency Medicine, Family Medicine, Internal Medicine, Neurosurgery, Obstetrics/Gynecology, Psychiatry, Surgery, Pediatrics, Podiatry and General Hospital Dentistry inaugural class July 2013. Form 990 Section Schedule H, Part VI, Line 6 CONTINUED 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 Section Schedule H, Part VI, Line 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 Section Schedule H, Part VI, Line 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 Section Schedule H, Part VI, Line 6 CONTINUED In Pulmonary medicine, advanced interventional procedures are performed as well as thoracic oncology services. Carilion Clinic Cancer Center offers CyberKnife Stereotactic Radiosurgery |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (8 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 Medical Center | ||||||||||
| PO Box 12385 | Roanoke | VA | 24025 | 540506332 | 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 |
| 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 |