CARILION MEDICAL CENTER: Form 990, tax year 2009

View the entire original 990 at ProPublica ↗

Organization: CARILION MEDICAL CENTER (EIN 54-0506332)
Tax period: 2009-10-01 to 2010-09-30
Filed: 2011-08-15
IRS object ID: 201112279349303481
Schema version: 2009v1.4
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 J
Schedule K
Schedule L
Schedule M
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2011-08-15T15:44:51-00:00	Timestamp
Tax Period End Date	2010-09-30	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	37027	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990	ReturnType
Tax Period Begin Date	2009-10-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	540506332	EIN

Name Name

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

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

US Address USAddress

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

Officer Officer

Field	Value	IRS element (for citing)
Name	Donald Lorton	Name
Title	Treasurer	Title
Date Signed	2011-08-15	DateSigned
Authorize Third Party	true	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	Francis Bedard	Name
Phone	6152591811	Phone
Date Prepared	2011-08-12	DatePrepared

Field	Value	IRS element (for citing)
Tax Year	2009	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 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	990512989	GrossReceipts
Group Return For Affiliates	false	GroupReturnForAffiliates
Organization501c	X	Organization501c
Web Site	www.carilion.com	WebSite
Type Of Organization Corporation	X	TypeOfOrganizationCorporation
Year Formation	1905	YearFormation
State Legal Domicile	VA	StateLegalDomicile
Activity Or Mission Description	See Schedule O	ActivityOrMissionDescription
Nbr Voting Members Governing Body	15	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	9	NbrIndependentVotingMembers
Total Nbr Employees	6956	TotalNbrEmployees
Total Nbr Volunteers	195	TotalNbrVolunteers
Total Gross UBI	79806	TotalGrossUBI
Contributions Grants Prior Year	4107423	ContributionsGrantsPriorYear
Contributions Grants Current Year	3928940	ContributionsGrantsCurrentYear
Program Service Revenue Prior Year	761483629	ProgramServiceRevenuePriorYear
Program Service Revenue CY	825307754	ProgramServiceRevenueCY
Investment Income Prior Year	-39883203	InvestmentIncomePriorYear
Investment Income Current Year	16521743	InvestmentIncomeCurrentYear
Other Revenue Prior Year	-10116125	OtherRevenuePriorYear
Other Revenue Current Year	13417224	OtherRevenueCurrentYear
Total Revenue Prior Year	715591724	TotalRevenuePriorYear
Total Revenue Current Year	859175661	TotalRevenueCurrentYear
Grants And Similar Amnts CY	0	GrantsAndSimilarAmntsCY
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Prior Year	378395158	SalariesEtcPriorYear
Salaries Etc Current Year	404305708	SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY	0	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	50406	TotalFundrsngExpCurrentYear
Other Expense Prior Year	415522504	OtherExpensePriorYear
Other Expenses Current Year	433158106	OtherExpensesCurrentYear
Total Expenses Prior Year	793917662	TotalExpensesPriorYear
Total Expenses Current Year	837463814	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	-78325938	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	21711847	RevenuesLessExpensesCY
Total Assets BOY	844430787	TotalAssetsBOY
Total Assets EOY	886304973	TotalAssetsEOY
Total Liabilities BOY	570084012	TotalLiabilitiesBOY
Total Liabilities EOY	604479037	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	274346775	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	281825936	NetAssetsOrFundBalancesEOY
Mission Description	See Schedule O.	MissionDescription
Significant New Program Services	false	SignificantNewProgramServices
Significant Change	false	SignificantChange
Expense	728173200	Expense
Revenue	831954089	Revenue
Description	See Schedule O.	Description
Total Program Service Expense	728173200	TotalProgramServiceExpense
Described In501 C3	true	DescribedIn501C3
Schedule B Required	true	ScheduleBRequired
Political Activities	false	PoliticalActivities
Lobbying Activities	true	LobbyingActivities
Donor Advised Funds	false	DonorAdvisedFunds
Conservation Easements	false	ConservationEasements
Collections Of Art	false	CollectionsOfArt
Credit Counseling	false	CreditCounseling
Term Or Permanent Endowments	true	TermOrPermanentEndowments
Balance Sheet Amounts Reported	true	BalanceSheetAmountsReported
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
Grants To Organizations	false	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	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
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	6956	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	CA	NameOfForeignCountry
Name Of Foreign Country	CJ	NameOfForeignCountry
Name Of Foreign Country	EI	NameOfForeignCountry
Name Of Foreign Country	UK	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
Nbr Voting Governing Body Members	15	NbrVotingGoverningBodyMembers
Number Independent Voting Members	9	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	240111331	ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (28 entries)

TitleTitle	Average Hours Per WeekAverageHoursPerWeek	Individual Trustee Or DirectorIndividualTrusteeOrDirector	Reportable Comp From OrganizationReportableCompFromOrganization	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Other CompensationOtherCompensation	OfficerOfficer	Key EmployeeKeyEmployee	Highest Compensated EmployeeHighestCompensatedEmployee
R Steve Blanks
Director	002.00	X	0	0	0
Onzlee Ware
Director	002.00	X	0	0	0
Cynda Johnson MD
Director	040.00	X	0	354036	79347
George Cartledge
Director	002.00	X	0	0	0
William Dichtel Jr MD
Director	040.00	X	442710	0	79772
Beth Doughty
Director	002.00	X	0	0	0
John Hans
Director	002.00	X	0	0	0
Victor Iannello
Director	002.00	X	0	0	0
Stephen Musselwhite
Director	002.00	X	0	0	0
Clifford Nottingham MD
Director	040.00	X	0	269656	136637
Philip Shiner MD
Director	002.00	X	0	0	0
Donald Smith
Director	002.00	X	0	0	0
David Caudill
Chairman	002.00	X	0	0	0	X
Edward Murphy MD
President/CEO	040.00	X	0	1328088	805186	X
Nancy Agee
EVP	040.00		0	486454	568551	X
Briggs Andrews
Secretary	040.00		0	336244	250796	X
Donald Lorton
Treasurer	040.00		0	545546	565924	X
Hugh Thornhill
EVP	040.00		0	439246	334562	X
Rayburn Thompson
EVP	040.00		0	439191	183089	X
Mark Werner MD
EVP	040.00		0	523991	168459	X
G Robert Vaughan
Asst. Treasurer	040.00		0	209964	88153	X
Rachel Mabe
Asst. Secretary	040.00		0	68552	28346	X
Joan Fisher MD
Chief of Medical Staff	040.00	X	110325	0	67712		X
Joseph Baker MD
Physician	040.00		795649	0	62348			X
Gary Simonds MD
Physician	040.00		783978	0	69466			X
William Arnold MD
Physician	040.00		665014	0	66473			X
Lamiere Downing MD
Physician	040.00		657015	0	44408			X
David Wells MD
Physician	040.00		622176	0	61463			X

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	4076867	TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs	5000968	TotalReportableCompFrmRltdOrgs
Total Other Compensation	3660692	TotalOtherCompensation
Number Individuals GT100 K	451	NumberIndividualsGT100K
Formers Listed	false	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	4236757
Comphealth Medical Staffing
PO Box 972651	Dallas	TX	753972651	Medical staffing services	3369570
Nighthawk Radiology Services
601 E Front Ave Ste 502	Coeur dAlene	ID	83814	Radiology services	2735964
Anesthesiology Consultants of Virginia
5115 Bernard Dr Ste 201	Roanoke	VA	24018	Anesthesiology services	1662813
Foodservice Partners of Virginia
2823 Franklin Rd Bldg B	Roanoke	VA	24014	Food services contractor	1604398

Field	Value	IRS element (for citing)
Number Of Contractors GT100 K	83	NumberOfContractorsGT100K
Related Organizations	730546	RelatedOrganizations
Government Grants	2385164	GovernmentGrants
All Other Contributions	813230	AllOtherContributions
Noncash Contributions	672782	NoncashContributions
Total Contributions	3928940	TotalContributions

Program Service Revenue ProgramServiceRevenue (5 entries)

DescriptionDescription	Business CodeBusinessCode	Total Revenue ColumnTotalRevenueColumn	Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome
Net Patient Service Revenues	900099	804260952	804260952
Tuition and Other	900099	19064614	19064614
Program-related Investments	900099	523683	523683
Other Health Education	900099	913740	913740
Clinical Research	900099	544765	544765

Field	Value	IRS element (for citing)
Total Program Service Revenue	825307754	TotalProgramServiceRevenue

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	-6251470	TotalRevenueColumn
Unrelated Business Revenue	79806	UnrelatedBusinessRevenue
Exclusion	-$6,331,276	ExclusionAmount

Income From Invest Bond Proceeds IncomeFromInvestBondProceeds

Field	Value	IRS element (for citing)
Total Revenue Column	2947	TotalRevenueColumn
Exclusion	$2,947	ExclusionAmount

Gross Rents GrossRents

Field	Value	IRS element (for citing)
Real	1137539	Real

Rental Income Or Loss RentalIncomeOrLoss

Field	Value	IRS element (for citing)
Real	1137539	Real

Net Rental Income Or Loss NetRentalIncomeOrLoss

Field	Value	IRS element (for citing)
Total Revenue Column	1137539	TotalRevenueColumn
Exclusion	$1,137,539	ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

Field	Value	IRS element (for citing)
Securities	154030355	Securities
Other	77239	Other

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

Field	Value	IRS element (for citing)
Securities	131297632	Securities
Other	39696	Other

Gain Or Loss GainOrLoss

Field	Value	IRS element (for citing)
Securities	22732723	Securities
Other	37543	Other

Net Gain Or Loss Investments NetGainOrLossInvestments

Field	Value	IRS element (for citing)
Total Revenue Column	22770266	TotalRevenueColumn
Exclusion	$22,770,266	ExclusionAmount

Other Revenue Misc OtherRevenueMisc (2 entries)

DescriptionDescription	Business CodeBusinessCode	Total Revenue ColumnTotalRevenueColumn	Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome
Other	900099	192000	192000
Other Affiliated Income	900099	6454335	6454335

Miscellaneous Revenue MiscellaneousRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	5633350	TotalRevenueColumn
Exclusion	$5,633,350	ExclusionAmount

Field	Value	IRS element (for citing)
Total Other Revenue	12279685	TotalOtherRevenue

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	859175661	TotalRevenueColumn
Related Or Exempt Function Income	831954089	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	79806	UnrelatedBusinessRevenue
Exclusion	$23,212,826	ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

Field	Value	IRS element (for citing)
Total	0	Total

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	542164	Total
Program Services	542164	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	337817175	Total
Program Services	337574517	ProgramServices
Management And General	219418	ManagementAndGeneral
Fundraising	23240	Fundraising

Pension Plan Contributions PensionPlanContributions

Field	Value	IRS element (for citing)
Total	10557893	Total
Program Services	10557893	ProgramServices

Other Employee Benefits OtherEmployeeBenefits

Field	Value	IRS element (for citing)
Total	33487524	Total
Program Services	33429516	ProgramServices
Management And General	53524	ManagementAndGeneral
Fundraising	4484	Fundraising

Payroll Taxes PayrollTaxes

Field	Value	IRS element (for citing)
Total	21900952	Total
Program Services	21900806	ProgramServices
Management And General	146	ManagementAndGeneral

Fees For Services Management FeesForServicesManagement

Field	Value	IRS element (for citing)
Total	100789527	Total
Management And General	100789527	ManagementAndGeneral

Fees For Services Legal FeesForServicesLegal

Field	Value	IRS element (for citing)
Total	160573	Total
Management And General	160573	ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	142853	Total
Management And General	142853	ManagementAndGeneral

Fees For Services Lobbying FeesForServicesLobbying

Field	Value	IRS element (for citing)
Total	91086	Total
Program Services	91086	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	863082	Total
Management And General	863082	ManagementAndGeneral

Fees For Services Other FeesForServicesOther

Field	Value	IRS element (for citing)
Total	68615143	Total
Program Services	66226927	ProgramServices
Management And General	2388216	ManagementAndGeneral

Advertising Advertising

Field	Value	IRS element (for citing)
Total	399354	Total
Program Services	363457	ProgramServices
Management And General	35497	ManagementAndGeneral
Fundraising	400	Fundraising

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	132351623	Total
Program Services	132201582	ProgramServices
Management And General	137948	ManagementAndGeneral
Fundraising	12093	Fundraising

Information Technology InformationTechnology

Field	Value	IRS element (for citing)
Total	2116498	Total
Program Services	2113917	ProgramServices
Management And General	635	ManagementAndGeneral
Fundraising	1946	Fundraising

Royalties Royalties

Field	Value	IRS element (for citing)
Total	0	Total

Occupancy Occupancy

Field	Value	IRS element (for citing)
Total	20517701	Total
Program Services	20510496	ProgramServices
Management And General	6036	ManagementAndGeneral
Fundraising	1169	Fundraising

Travel Travel

Field	Value	IRS element (for citing)
Total	2080892	Total
Program Services	2079308	ProgramServices
Management And General	490	ManagementAndGeneral
Fundraising	1094	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	12640229	Total
Program Services	12640229	ProgramServices

Payments To Affiliates PaymentsToAffiliates

Field	Value	IRS element (for citing)
Total	0	Total

Depreciation Depletion DepreciationDepletion

Field	Value	IRS element (for citing)
Total	34324840	Total
Program Services	34324840	ProgramServices

Insurance Insurance

Field	Value	IRS element (for citing)
Total	10613825	Total
Program Services	6530915	ProgramServices
Management And General	4082910	ManagementAndGeneral

Other Expenses OtherExpenses (5 entries)

DescriptionDescription	TotalTotal	Program ServicesProgramServices	Management And GeneralManagementAndGeneral	FundraisingFundraising
Bad Debt	38447158	38447158
College Expenses	3944228	3944228
Donations	-1304725	-1358225	53500
Dues Subscriptions	1405936	1121105	284551	280
Education	926195	924983	389	823

All Other Expenses AllOtherExpenses

Field	Value	IRS element (for citing)
Total	4032088	Total
Program Services	4006298	ProgramServices
Management And General	20913	ManagementAndGeneral
Fundraising	4877	Fundraising

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	837463814	Total
Program Services	728173200	ProgramServices
Management And General	109240208	ManagementAndGeneral
Fundraising	50406	Fundraising

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	21313	BOY
EOY	21589	EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Field	Value	IRS element (for citing)
BOY	4019335	BOY
EOY	13616024	EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

Field	Value	IRS element (for citing)
BOY	211886	BOY
EOY	522569	EOY

Accounts Receivable AccountsReceivable

Field	Value	IRS element (for citing)
BOY	99473366	BOY
EOY	103314802	EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

Field	Value	IRS element (for citing)
BOY	602031	BOY
EOY	2478135	EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

Field	Value	IRS element (for citing)
BOY	5003046	BOY
EOY	5077936	EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Field	Value	IRS element (for citing)
BOY	2938991	BOY
EOY	2832505	EOY

Field	Value	IRS element (for citing)
Land Buildings Equipment Basis	850631064	LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec	582593885	LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
BOY	277416427	BOY
EOY	268037179	EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

Field	Value	IRS element (for citing)
BOY	272344198	BOY
EOY	293608683	EOY

Investments Other Securities InvestmentsOtherSecurities

Field	Value	IRS element (for citing)
BOY	174947783	BOY
EOY	187139075	EOY

Other Assets Total OtherAssetsTotal

Field	Value	IRS element (for citing)
BOY	7452411	BOY
EOY	9656476	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	844430787	BOY
EOY	886304973	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	79925301	BOY
EOY	93444020	EOY

Deferred Revenue DeferredRevenue

Field	Value	IRS element (for citing)
BOY	3491067	BOY
EOY	3866254	EOY

Tax Exempt Bond Liabilities TaxExemptBondLiabilities

Field	Value	IRS element (for citing)
BOY	380941436	BOY
EOY	387177116	EOY

Unsecured Notes Loans Payable UnsecuredNotesLoansPayable

Field	Value	IRS element (for citing)
BOY	65081	BOY

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
BOY	105661127	BOY
EOY	119991647	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	570084012	BOY
EOY	604479037	EOY

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

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	258259298	BOY
EOY	264968958	EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	4202930	BOY
EOY	4972431	EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	11884547	BOY
EOY	11884547	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	274346775	BOY
EOY	281825936	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	844430787	BOY
EOY	886304973	EOY

Field	Value	IRS element (for citing)
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	$91,086	OtherActivitiesAmount
Total Lobbying Expenditures IIB	91086	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 other healthcare related organizations 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	14015347	BeginningOfYearBalance
Investment Earnings Or Losses	1036467	InvestmentEarningsOrLosses
Other Expenditures	743727	OtherExpenditures
End Of Year Balance	14308087	EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

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	1.00000	BoardDesignatedEOYBalance
Permanent Endowment EOY Balance	0.83000	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	3583112	OtherCostOrOtherBasis
Book Value	3583112	BookValue

Buildings Buildings

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	400393207	OtherCostOrOtherBasis
Depreciation	217252799	Depreciation
Book Value	183140408	BookValue

Leasehold Improvements LeaseholdImprovements

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	3457769	OtherCostOrOtherBasis
Depreciation	3111632	Depreciation
Book Value	346137	BookValue

Equipment Equipment

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	414331389	OtherCostOrOtherBasis
Depreciation	356727034	Depreciation
Book Value	57604355	BookValue

Other Land Buildings OtherLandBuildings

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	28865587	OtherCostOrOtherBasis
Depreciation	5502420	Depreciation
Book Value	23363167	BookValue

Field	Value	IRS element (for citing)
Total Of Book Value Land Buildings	268037179	TotalOfBookValueLandBuildings

Closely Held Equity Interests CloselyHeldEquityInterests

Field	Value	IRS element (for citing)
Book Value	187139075	BookValue
Method Of Valuation	F	MethodOfValuation

Field	Value	IRS element (for citing)
Total Of Book Value Securities	187139075	TotalOfBookValueSecurities

Other Liabilities OtherLiabilities (4 entries)

DescriptionDescription	AmountAmount
Deferred Physicians Payable
Unrealized Swap Losses	$30,806,939
Nonqualifed Pension Liability	$128,062
Qualified Pension Liability	$89,056,646

Field	Value	IRS element (for citing)
Total Of Amounts	119991647	TotalOfAmounts

Form990 Schedule D Part XIV Form990ScheduleDPartXIV

Field	Value	IRS element (for citing)
Identifier	V	Identifier
Return Reference	4	ReturnReference
Explanation	Endowment Fund income used for 1 pediatrics- internal/external programs and/or purchase of equipment 2 indigent care patients.	Explanation

Schedule H IRS990ScheduleH

Field	Value	IRS element (for citing)
Charity Care Policy	true	CharityCarePolicy
Written Policy	true	WrittenPolicy
Policy Applied To All Hospitals	X	PolicyAppliedToAllHospitals
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	false	ExpensesExceededBudget
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	46532716	TotalCommunityBenefitExpense
Net Community Benefit Expense	46532716	NetCommunityBenefitExpense
Percent Of Total Expense	0.05790	PercentOfTotalExpense

Unreimbursed Medicaid UnreimbursedMedicaid

Field	Value	IRS element (for citing)
Total Community Benefit Expense	83927547	TotalCommunityBenefitExpense
Direct Offsetting Revenue	74950209	DirectOffsettingRevenue
Net Community Benefit Expense	8977338	NetCommunityBenefitExpense
Percent Of Total Expense	0.01120	PercentOfTotalExpense

Total Charity Care TotalCharityCare

Field	Value	IRS element (for citing)
Total Community Benefit Expense	130460263	TotalCommunityBenefitExpense
Direct Offsetting Revenue	74950209	DirectOffsettingRevenue
Net Community Benefit Expense	55510054	NetCommunityBenefitExpense
Percent Of Total Expense	0.06910	PercentOfTotalExpense

Community Health Services CommunityHealthServices

Field	Value	IRS element (for citing)
Number Of Activities Or Programs	492	NumberOfActivitiesOrPrograms
Persons Served	33397	PersonsServed
Total Community Benefit Expense	3200592	TotalCommunityBenefitExpense
Direct Offsetting Revenue	35959	DirectOffsettingRevenue
Net Community Benefit Expense	3164633	NetCommunityBenefitExpense
Percent Of Total Expense	0.00390	PercentOfTotalExpense

Health Professions Education HealthProfessionsEducation

Field	Value	IRS element (for citing)
Total Community Benefit Expense	31276209	TotalCommunityBenefitExpense
Direct Offsetting Revenue	9391415	DirectOffsettingRevenue
Net Community Benefit Expense	21884794	NetCommunityBenefitExpense
Percent Of Total Expense	0.02720	PercentOfTotalExpense

Research Research

Field	Value	IRS element (for citing)
Number Of Activities Or Programs	2	NumberOfActivitiesOrPrograms
Persons Served	2697	PersonsServed
Total Community Benefit Expense	655245	TotalCommunityBenefitExpense
Net Community Benefit Expense	655245	NetCommunityBenefitExpense
Percent Of Total Expense	0.00080	PercentOfTotalExpense

Cash And In Kind Contributions CashAndInKindContributions

Field	Value	IRS element (for citing)
Number Of Activities Or Programs	20	NumberOfActivitiesOrPrograms
Persons Served	3088	PersonsServed
Total Community Benefit Expense	369380	TotalCommunityBenefitExpense
Net Community Benefit Expense	369380	NetCommunityBenefitExpense
Percent Of Total Expense	0.00050	PercentOfTotalExpense

Total Other Benefits TotalOtherBenefits

Field	Value	IRS element (for citing)
Number Of Activities Or Programs	514	NumberOfActivitiesOrPrograms
Persons Served	39182	PersonsServed
Total Community Benefit Expense	35501426	TotalCommunityBenefitExpense
Direct Offsetting Revenue	9427374	DirectOffsettingRevenue
Net Community Benefit Expense	26074052	NetCommunityBenefitExpense
Percent Of Total Expense	0.03240	PercentOfTotalExpense

Total Community Benefits TotalCommunityBenefits

Field	Value	IRS element (for citing)
Number Of Activities Or Programs	514	NumberOfActivitiesOrPrograms
Persons Served	39182	PersonsServed
Total Community Benefit Expense	165961689	TotalCommunityBenefitExpense
Direct Offsetting Revenue	84377583	DirectOffsettingRevenue
Net Community Benefit Expense	81584106	NetCommunityBenefitExpense
Percent Of Total Expense	0.10150	PercentOfTotalExpense

Economic Development EconomicDevelopment

Field	Value	IRS element (for citing)
Number Of Activities Or Programs	1	NumberOfActivitiesOrPrograms
Persons Served	146156	PersonsServed
Total Community Building Expense	51672	TotalCommunityBuildingExpense
Net Community Building Expense	51672	NetCommunityBuildingExpense
Percent Of Total Expense	0.00010	PercentOfTotalExpense

Community Support CommunitySupport

Field	Value	IRS element (for citing)
Persons Served	1605	PersonsServed
Total Community Building Expense	31440	TotalCommunityBuildingExpense
Net Community Building Expense	31440	NetCommunityBuildingExpense

Coalition Building CoalitionBuilding

Field	Value	IRS element (for citing)
Number Of Activities Or Programs	113	NumberOfActivitiesOrPrograms
Persons Served	1383	PersonsServed
Total Community Building Expense	432009	TotalCommunityBuildingExpense
Net Community Building Expense	432009	NetCommunityBuildingExpense
Percent Of Total Expense	0.00050	PercentOfTotalExpense

Workforce Development WorkforceDevelopment

Field	Value	IRS element (for citing)
Number Of Activities Or Programs	12	NumberOfActivitiesOrPrograms
Persons Served	2727	PersonsServed
Total Community Building Expense	21955	TotalCommunityBuildingExpense
Net Community Building Expense	21955	NetCommunityBuildingExpense

Total Total

Field	Value	IRS element (for citing)
Number Of Activities Or Programs	126	NumberOfActivitiesOrPrograms
Persons Served	151871	PersonsServed
Total Community Building Expense	537076	TotalCommunityBuildingExpense
Net Community Building Expense	537076	NetCommunityBuildingExpense
Percent Of Total Expense	0.00060	PercentOfTotalExpense

Field	Value	IRS element (for citing)
Bad Debt Expense Reported	false	BadDebtExpenseReported
Bad Debt Expense	$15,294,820	BadDebtExpenseAmount
Amount Attributable To	3015810	AmountAttributableTo
Amount Reimbursed By Medicare	190288972	AmountReimbursedByMedicare
Cost Of Care Reimbursed By Medicare	199749654	CostOfCareReimbursedByMedicare
Medicare Surplus Or Shortfall	-9460682	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	0.48281	0.51720
Southwest Virginia Health Properties LLC
Real estate	0.48485	0.51510

Form990 Schedule H Part V Form990ScheduleHPartV (82 entries)

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 Hospital
1906 Belleview Avenue	Roanoke	VA	24019	X	X	X	X	X
DBA Carilion Roanoke Community Hospital
101 Elm Avenue	Roanoke	VA	24018	X					Rehabilitation Unit, Urgent Care, College of Health Sciences
DBA Carilion Roanoke Memorial Psych
2017 South Jefferson Street	Roanoke	VA	24153						Psych Unit, Outpatient Oncology
Botetourt Athletic Center
105 Summerfield Court	Roanoke	VA	24018						Physical Therapy and Occupational Therapy Services
Brambleton Radiology Services
3707 Brambleton Avenue	Roanoke	VA	24016						Diagnostic Imaging
Breast Mammography - North
6415 Peters Creek Road	Roanoke	VA	24014						Breast Mammography
Carilion Ambulatory Surgery - Brambleton
3707 Brambleton Avenue	Roanoke	VA	24016						Ambulatory Surgery
Carilion Anticoagulation Clinic
1030 S Jefferson St Ste G101	Roanoke	VA	24014						Anticoagulation Clinic
Carilion Breast Care Center
102 Highland Avenue Suite 202	Roanoke	VA	24014						Breast Care Center
Carilion Breast Care Center
1211 S Jefferson ST	Roanoke	VA	24014						Breast Care Center
Carilion Cardiac Rehab
127 McClanahan St	Roanoke	VA	24016						Cardiac Rehab
Carilion Cardiothoracic Surgery
2001 Crystal Spring Avenue Suite 20	Roanoke	VA	24014						Cardiac Surgery Practice
Carilion Center for Healthy Aging
2001 Crystal Spring Avenue Suite 30	Roanoke	VA	24016						Geriatrics
Carilion Clinic - Bone and Joint Center
3 Riverside Circle 1st Floor	Roanoke	VA	24016						Orthopaedics
Carilion Clinic Cardiology
127 McClanahan Street SW Suite 300	Roanoke	VA	24016						Cardiology
Carilion Clinic Children's Hospital Pediatric Clinic-Albemarle
1101 First Street	Roanoke	VA	24016						General Pediatrics
Carilion Clinic Endocrinology
3 Riverside Circle	Roanoke	VA	24016						Endocrinology Practice
Carilion Clinic Gastroenterology
3 Riverside Circle	Roanoke	VA	24016						Gastroenterology
Carilion Clinic Internal Medicine
3 Riverside Circle	Roanoke	VA	24018						Internal Medicine Practice
Carilion Clinic Neurology
3 Riverside Circle	Roanoke	VA	24016						Neurology
Carilion Clinic Neurosciences
3 Riverside Circle	Roanoke	VA	24013						Neurology
Carilion Clinic Orthopaedics
4064 Postal Drive SW	Roanoke	VA	24073						Orthopaedics
Carilion Clinic Otolaryngology
1 Riverside Circle Suite 300M	Roanoke	VA	24016						Otolaryngology ENT
Carilion Clinic Pediatric Medicine
1030 Jefferson Street Suite 106	Roanoke	VA	24014						General Pediatrics
Carilion Clinic Psychiatry - NRV
2900 Tyler Road	Christiansburg	VA	24016						Psychiatry and Benhavioral Medicine
Carilion Clinic Urogynecology
1030 S Jefferson Street Suite 109	Roanoke	VA	24016						Urogynecology
Carilion Dentistry General Surgery
2017 S Jefferson Street 2nd Floor	Roanoke	VA	24014						Dentistry
Carilion Dermatology
1 Riverside Circle Suite 300M	Roanoke	VA	24013						Dermatology
Carilion Diabetic Education
1030 S Jefferson St Ste G101	Roanoke	VA	24016						Diabetic Education
Carilion Faculty Gynecology Associates
102 Highland Avenue	Roanoke	VA	24014						Gynecology
Carilion Genetics
102 Highland Avenue Suite 104	Roanoke	VA	24014						Genetics
Carilion GYN Oncology Associates - Roanoke
Riverside 1 Suite 300	Roanoke	VA	24016						Gynecology Oncology
Carilion Heart Failure Clinic
127 McClanahan St	Roanoke	VA	24016						Heart Failure Clinic
Carilion ID Crystal Spring
2001 Crystal Spring Avenue Suite 30	Roanoke	VA	24016						Infectious Disease
Carilion Imaging
3 Riverside Circle	Roanoke	VA	24016						Nuc Medicine/Diagnositc/CT/MRI/Ultrasound Services
Carilion Neurological Care - Roanoke
3 Riverside Circle	Roanoke	VA	24013						Neurosurgery
Carilion Obstetrics and Gynecology Clinic
902 South Jefferson Street Upper Le	Roanoke	VA	24013						Gynecology and Obstetrics
Carilion Pediatric Clinic
902 South Jefferson Street	Roanoke	VA	24013						General Pediatrics
Carilion Pediatric Endocrinology Clinic
102 Highland Avenue MOB Suite 203	Roanoke	VA	24016						Pediatric Endocrinology
Carilion Pediatric Neurology
102 Highland Avenue Suite 104	Roanoke	VA	24013						Pediatric Neurology
Carilion Pediatric Pulmonology and Allergy Clinic
102 Highland Avenue Suite 203	Roanoke	VA	24014						Pediatric Pulmonology
Carilion Physical Medicine
3 Riverside Circle	Roanoke	VA	24101						Physical Medicine and Rehab
Carilion Prenatal Diagnostic Center
102 Highland Avenue Suite 455	Roanoke	VA	24014						High Risk Obstetrics
Carilion Pulmonary Clinic
2001 Crystal Spring Avenue Suite 20	Roaoke	VA	24101						Pulmonary
Carilion Sleep Center Westlake
35 Medical Court	Hardy	VA	24014						Sleep Center
Carilion Sleep Disorders Clinic
1030 Jefferson Plaza Suite G100	Roanoke	VA	24016						Sleep Center
Carilion Surgery Westlake
35 Medical Court	Hardy	VA	24101						Surgery Practice
Carilion Trauma Surgical Care - Roanoke
2017 S Jefferson Street	Roanoke	VA	24523						Trauma Surgery Practice
Carilion Trauma-Critical Care
3 Riverside Circle	Roanoke	VA	24151						Trauma Care Practice
Carilion Urgent Care Westlake
35 Medical Court	Hardy	VA	24134						Urgent Care Clinic
CES - Bedford
1613 Oakwood Street	Bedford	VA	24153						Emergency Room Physicians
CES - Franklin
180 Floyd Avenue	Rocky Mount	VA	24017						Emergency Room Physicians
CES - Giles
1611 Wenonah Avenue	Pearisburg	VA	24014						Emergency Room Physicians
CFM - Salem
2102 West Main Street	Salem	VA	24014						Family Practice
CFM Roanoke Salem
1314 Peters Creek Road	Roanoke	VA	24073						Family Practice
CFM Southeast
2145 Mount Pleasant Boulevard	Roanoke	VA	24073						Family Practice
CIM Crystal Spring
2001 Crystal Spring Avenue Suite 20	Roanoke	VA	24016						Internal Medicine Practice
CNRVMC - Neurosciences
2900 Lamb Circle	Christiansburg	VA	24014						Neurology
CNRVMC Emergency Room
2900 Lamb Circle	Christiansburg	VA	24018						Emergency Room Physicians
CRMH Rheumatology Clinic
3 Riverside Circle	Roanoke	VA	24014						Rheumatology
Crystal Springs Imaging
2001 Crystal Springs Ave	Roanoke	VA	24083						Diagnostic/CT/MRI Imaging
CSC - Brambleton
3707 Brambleton Avenue SW Suite 1	Roanoke	VA	24014						General Surgery Practice
CSC - Roanoke
213 McClanahan Suite 404	Roanoke	VA	24014						General Surgery Practice
Daleville Imaging
46 Wesley Road	Daleville	VA	24014						CT Imaging Services
Department of Psychiatry & Behavioral Medicine
213 McClanahan Street Suite 310	Roanoke	VA	24016						Psychiatry and Behavioral Health
Department of Psychiatry & Behavioral Medicine
2017 S Jefferson Street	Roanoke	VA	24013						Psychiatry and Behavioral Health
Internal Medicine - Crystal Spring
2001Crystal Spring Avenue Suite 203	Roanoke	VA	24013						Internal Medicine Practice
Northwest Internal Medicine
615 McDowell Avenue	Roanoke	VA	24016						Internal Medicine Practice
OB-GYN Private - Roanoke
102 Highland Avenue Suite 304	Roanoke	VA	24013						Obstetrics and Gynecology
Pediatric Cardiology Clinic
102 Highland Avenue Suite 101	Roanoke	VA	24013						Pediatric Cardiology
Pediatric Developmental Clinic
1030 S Jefferson Street Suite 201	Roanoke	VA	24016						Pediatric Development
Pediatric Gastroenterology
102 Highland Avenue Suite 305	Roanoke	VA	24018						Pediatric Gastroenterology
Pediatric Surgery
102 Highland Avenue Suite 404	Roanoke	VA	24016						Pediatric Surgery Practice
Reproductive Endocrinology Clinic
1030 South Jefferson Street Suite 1	Roanoke	VA	24153						Reproductive Endocrinology
Roanoke Athletic Club
4508 Starkey Road	Roanoke	VA	24014						Physical Therapy and Occupational Therapy Services
Roanoke Sleep Center
1030 S Jefferson St	Roanoke	VA	24016						Sleep Center
Salem Family Practice - Spartan Drive
150 Spartan Drive	Salem	VA	24014						Family Practice
Trauma Surgery
213 McClanahan Suite 404	Roanoke	VA	24014						Trauma Surgery Practice
Roanoke Ambulatory Surgery Center LLC
1102 Jefferson Street	Roanoke	VA	24018						Ambulatory Surgery
Center for Surgicial Excellence LLC
Rosalind Avenue SW	Roanoke	VA	24014						Gastroenterology, Therapies
Odyssey IV LLC DBA Center for Advanced Imaging
2923 Franklin Road SW	Roanoke	VA	24014						Ct MRI Imaging services

Form990 Schedule H Part VI Form990ScheduleHPartVI

Field	Value	IRS element (for citing)
Annual Community Benefit Expln	Carilion Clinic, the sole member of the Hospital, includes the community benefit report for the Hospital in a system-wide annual report.	AnnualCommunityBenefitExpln
Costing Method Used	Ratio of cost-to-charges was used to calculate the expense.	CostingMethodUsed
Percent Of Total Expense Expln	Bad debt expense subtracted from total expenses for the calculation is 3,900,839.	PercentOfTotalExpenseExpln
Bad Debt Footnote	The financial statements do not include a footnote on bad debt. The audited financial statements include a provision for bad debt. The provision is calculated based on historical bad debt experience and managements evaluation of the collectibility of the accounts receivable. Balances are written off after all reasonable collection efforts have been made. The bad debt expense reported on line 2 was calculated using the cost-to-charges ratio applied to the provision for bad debt reported in the financial statements. The estimated amount of bad debt expense, reported on line 3, attributable to patients eligible for charity care was determined using external credit reporting data to identify the patients that were eligible and applying the cost-to-charges ratio to the charges of the patients so identified. Sufficient information was not available to make a definitive determination of their eligibility. Patient account balances are reduced by discounts allowed and payments.	BadDebtFootnote
Shortfall As Community Benefit	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.	ShortfallAsCommunityBenefit
Debt Collection Policy	When an uninsured self pay patient registers for medically necessary services, the patients account is electronically marked as being potentially eligible for charity care. Carilion Clinics Eligibility Assistance Service EAS screens the patient to determine if charity care is appropriate. The patient must apply for all entitlement programs for which he or she may be eligible i.e. Medicaid, Social Security Disability, etc. EAS assists the patient with the applications. If the patient does not qualify for one of the programs then the Federal Poverty Guidelines FPG are used to determine eligibility for charity care. A patient whose account balance is less than 1,500 and is at or below 100 of FPG is automatically given a 100 discount of their account. For balances greater than 1,500 the patient must complete a Financial Assistance Application and provide appropriate documentation. A sliding scale of discounts is available for patients with incomes up to 400 of FPG. An underinsured patient can apply for charity care. Applications are available at all Patient Access/Registration points, offices of EAS, Carilion Clinics Internet website or by calling for an application.	DebtCollectionPolicy
Needs Assessment	Carilion 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 Medical Center. A community health needs assessment is scheduled for completion in compliance with recent guidelines related to quantifying community benefit.	NeedsAssessment
Patient Education Assistance	The charity care policy is posted in all patient registration areas. At the time of registration all uninsured self pay patients are given a brochure explaining the charity care policy and how to apply. Also, see comments for Part III line 9b.	PatientEducationAssistance
Community Information	Carilion Medical Center, comprised of two hospitals, Carilion Roanoke Memorial Hospital and Carilion Roanoke Community Hospital, is located in Roanoke, Virginia. Roanoke is a 1,185 square mile valley located in southwest Virginia near the Blue Ridge and Allegheny Mountains. Carilion Medical Center primarily serves the almost 250,000 residents of Roanoke City and County, Salem, Botetourt County, Craig County and the Town of Vinton. Approximately 20 of adults under age 64 and 10 of children who live in the Roanoke Valley are uninsured. Additionally, 11 of residents live below the poverty level. Carilion Roanoke Memorial Hospital is 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 ten residency programs and nine fellowship programs affiliated with the University of Virginia.	CommunityInformation
Community Building Activities	Carilion Medical Center hosted the Back to School Blast, an event coordinated by the Rescue Mission of Roanoke Valley and other local non-profits and corporate sponsors to provide backpacks, school supplies and free haircuts for low-income children. Grant funding was provided for several projects including Smith Mountain Good Neighbors to support a summer day camp program for children in Franklin and Bedford Counties who live near or under the poverty level and 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. Goals include reducing the carbon footprint and enhancing the local economy by providing easier access to downtown. Carilion Medical Center collaborated with local school systems, 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. The goal of this one year high school transition program is to provide employment and educational opportunities for individuals with significant disabilities and to find long term employment in skilled positions for its participants. All eleven participants were placed in positions within Roanoke based Carilion Clinic affiliates and the program finished with an overall attendance rate of 96, demonstrating the dedication of these students to finding a job. Participants gained more independence, learned vital job skills and self-advocacy. More than 2,700 children learned about healthcare careers through Caring Careers, an educational program for school aged children provided onsite at local schools and community centers. Carilion Medical Center provides support of the local EMS crews through replenishment of medications used for patient care or product with an expired use by date. With a teen pregnancy rate in Roanoke City of more than 2.5 times the statewide average, Carilion Medical Center provides a teen pregnancy prevention program that partners with local schools to provide educational programs and assist with administration of risk behavior assessments and presentations of results. Carilion Medical Center staff worked with Childrens Trust of Roanoke Valley to create the SW Virginia Alliance for Safe Babies, a coalition focused on awareness and education to reduce infant injury and deaths due to Abusive Head Trauma and SIDS. Financial support was provided to 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 provides training for multi-disciplinary team members, and coordination of referral sources for abused children and their family.	CommunityBuildingActivities
Other Information	Carilion Medical Center serves all patients regardless of their ability to pay. 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. Carilion Roanoke Memorial Hospitals Emergency Department has specially trained nurses who deliver immediate crisis intervention to victims of sexual assaults and/or abuse. They offer victims a unique, thorough and objective medical and legal examination, comprised of both a physical examination and forensic evidence collection and documentation. Clinical Forensic Nurse Examiners are the link between the judicial system, law enforcement, community resources, and the laboratories that process the evidence. Carilion Medical Center provides financial and in-kind support annually to the Mission of Mercy Dental event in Roanoke. More than 1,100 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. 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 2010, 311 individuals received car seat education or car seat safety checks at 46 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, to 197 during 32 training events free of charge. Carilion Medical Center provides education to the public about health risks and steps that can be taken to improve health. Approximately 33,000 people were touched during more than 450 community 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. Physicians on Foot, a program to encourage physical activity was introduced to the community in 2010 with a local primary care physician leading participants on a two mile walk along a local greenway near the Roanoke River every Saturday morning. In-kind support was provided to Roanoke Adolescent Health Partnership, a unique collaboration of the Roanoke City Health Department, Roanoke City Public Schools, Roanoke Redevelopment and Housing Authority, and Blue Ridge Behavioral Healthcare, to provide clinical services at local public schools. Carilion Medical Center physicians provided clinical services for 600 visits during 2010. Financial and in-kind support is provided to Child Health Investment Project CHIP 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 help accessing needed medical services, assistance with the management of chronic conditions, and preventive services like fluoride dental varnish developmental education, kindergarten preparation and regular child assessment and monitoring. Grant funding was provided to several organizations including Voices for Virginias Children for a Campaign for Childrens Mental Health to transform the childrens mental health system in Virginia Rx Partnership for operations of the public-private partnership that solicits free drugs in bulk from participating pharmaceutical companies and arranges for their distribution to licensed pharmacies serving uninsured clients Mental Health America of Roanoke Valley to increase access to mental health services for adults with no health insurance coverage or inadequate insurance for mental health care The Rescue Mission of Roanoke for capital renovations to their clinic for the homeless that provides medical, psychiatric and dental health services and Refugee and Immigration Services for a program to improve refugee and immigrant health and understanding of American health care practices.	OtherInformation
Affiliated Health Care System	Carilion Medical Center is wholly owned by 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 through medical education and research. To advance the coordination of care and quality, an electronic medical record has been implemented in all Carilion Clinic affiliated hospitals and physician practices, allowing physicians to easily and efficiently collaborate through the use of shared patient records. Additional improvements in medical programs and services include a new nationally certified Stroke Alert protocol that speeds lifesaving care to stroke patients the introduction of hypothermia therapy to southwest Virginia for the treatment of cardiac arrest patients certification by the National Committee for Quality Assurance NCQA of 11 Carilion Clinic Family Medicine practices as Patient-Centered Medical Homes, a new model of care designed to keep patients healthy and prevent illness and the introduction of MyChart, an online tool that gives patients secure access to their health information. To advance education of health professionals, Jefferson College of Health Sciences, within Carilion Medical Center, is a professional health sciences college offering the Master of Science in Nursing, Physician Assistant and Occupational Therapy and 10 baccalaureate and associate healthcare programs. As one of few private healthcare colleges in the Southern United States, the students have demonstrated excellent licensure pass rates in professional programs. Approximately 1,000 undergraduate students and 80 graduate students are enrolled annually with 87 receiving some type of financial aid. Through a unique public-private partnership, Virginia Tech and Carilion Clinic recently opened the Virginia Tech Carilion School of Medicine and Research Institute in Roanoke. The School welcomed an inaugural class of 42 students in August 2010. The Research Institute opened in September 2010 with a mission to advance the health of the nation and the world by making major scientific advances in understanding human health and developing new diagnostics, treatments and cures for disorders that limit the quality of life and the realization of full human potential. This is done through biomedical and behavioral research. An additional benefit to the community is Carilion Clinics economic contribution to the region. As the areas largest employer, jobs are provided for nearly 11,000 residents of the region, with a payroll of more than 625 million in 2010.	AffiliatedHealthCareSystem

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Travel For Companions	X	TravelForCompanions
Idemnification Gross Up Payments	X	IdemnificationGrossUpPayments
Written Policy Re T And E Expenses	true	WrittenPolicyReTAndEExpenses
Substantiation Required	true	SubstantiationRequired
Compensation Committee	X	CompensationCommittee
Independent Consultant	X	IndependentConsultant
Written Employment Contract	X	WrittenEmploymentContract
Compensation Survey	X	CompensationSurvey
Board Or Committee Approval	X	BoardOrCommitteeApproval
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 (17 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	Base Compensation Filing OrgBaseCompensationFilingOrg	Bonus Filing OrgBonusFilingOrg	Other Compensation Filing OrgOtherCompensationFilingOrg	Deferred Comp Filing OrgDeferredCompFilingOrg	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg	Total Compensation Filing OrgTotalCompensationFilingOrg	Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
Cynda Johnson MD
274139	70380	9517	69605	9742	433383
William Dichtel Jr MD
						335000	107844	-134	70030	9742	522482
Clifford Nottingham MD
246578	24458	-1380	111027	25610	406293
Edward Murphy MD
890000	344825	93263	717538	87648	2133274							219561
Nancy Agee
436800	49620	34	547184	21367	1055005
Briggs Andrews
301600	34262	382	239565	11231	587040
Donald Lorton
436800	49620	59126	548892	17032	1111470							55087
Hugh Thornhill
274482	168422	-3658	312530	22032	773808
Rayburn Thompson
350530	39820	48841	162120	20969	622280							49804
Mark Werner MD
436800	49620	37571	150140	18319	692450							35901
G Robert Vaughan
185936	21122	2906	72835	15318	298117
Joan Fisher MD
						94187	19454	-3316	64844	2868	178037
Joseph Baker MD
						506873	294094	-5318	47321	15027	857997
Gary Simonds MD
						550000	236236	-2258	55234	14232	853444
William Arnold MD
						506873	160822	-2681	51480	14993	731487
Lamiere Downing MD
						516000	143194	-2179	30690	13718	701423
David Wells MD
						506873	84679	30624	51721	9742	683639

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	Edward Murphy MD - 360,623, Nancy Agee - 299,742, Briggs Andrews - 82,342, Donald Lorton - 308,492, Hugh Thornhill - 73,678, Rayburn Thompson - 85,182, Mark Werner MD - 50,706

Schedule K IRS990ScheduleK

Form990 Schedule K Part I Form990ScheduleKPartI (3 entries)

Issuer EINIssuerEIN	CUSIP NumberCUSIPNumber	Date IssuedDateIssued	Issue PriceIssuePrice	Description Of PurposeDescriptionOfPurpose	DefeasedDefeased	On Behalf Of IssuerOnBehalfOfIssuer
Industrial Development Authority of the City of Roanoke VA
541106038	770084EK3	2003-08-19	97925000	Capital projects, Redemptio fo Series 1993A bonds Costs of issuance, bond insurance	false	false
Industrial Development Authority of the City of Roanoke VA
541106038	770084EQ0	2005-12-12	224795000	Capital projects, Current Refunding of Series 2002 B-E bonds Costs of issuance, bond insurance	false	false
VA Small Business Financing Authority
541300845	928101AE4	2008-07-09	12000000	Capital projects Cost of issuance	false	false

Form990 Schedule K Part II Form990ScheduleKPartII (3 entries)

Total ProceedsTotalProceeds	Issuance Costs From ProceedsIssuanceCostsFromProceeds	Capital ExpendituresCapitalExpenditures	Year Of Subst CompletionYearOfSubstCompletion	Current RefundingCurrentRefunding	Advance RefundingAdvanceRefunding	Final Allocation MadeFinalAllocationMade	Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind
97980752	3744976	46367119	2005	true	false	true	true
224802243	4625304	97261974	2007	true	false	true	true
11997075	67200	11893186	2009	false	false	true	true

Form990 Schedule K Part III Form990ScheduleKPartIII (3 entries)

Owning Bond Financed PropertyOwningBondFinancedProperty	Any Lease ArrangementsAnyLeaseArrangements	Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty	Any Research AgreementsAnyResearchAgreements	Bond Counsel Routinely EngagedBondCounselRoutinelyEngaged	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	false	true

Form990 Schedule K Part IV Form990ScheduleKPartIV (3 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	Business Name Line1NameOfGICProvider/BusinessNameLine1	Term Of GICTermOfGIC	Regulatory Safe Harbor SatisfiedRegulatorySafeHarborSatisfied
(no name)
true	true	false	false	false	true
UBS and Citigroup
true	true	true	true	false	true	0000000027.000000000000	AIG	0000000000.300000000000	true
UBS and Citigroup
true	true	true	false	false	true	0000000033.000000000000

Schedule L IRS990ScheduleL

Schedule M IRS990ScheduleM

Other Non Cash Contributions Table OtherNonCashContributionsTable

Field	Value	IRS element (for citing)
Non Cash Checkbox	X	NonCashCheckbox
Description	Donated rent	Description
Number Of Contributions	1	NumberOfContributions
Noncash Contribs Rptd F990	672782	NoncashContribsRptdF990
Method Of Determining Revenues	FMV	MethodOfDeterminingRevenues

Field	Value	IRS element (for citing)
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 (17 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
Form 990 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 34,489 patients and provided 168,623 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 3,277 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 III	4a contd	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 and a home base for LifeGuard 10, the emergency medical air transport that serves the surrounding area. 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 III	4a contd	With 71,663 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 21 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 full-time faculty members, CMC hosts residency programs in family medicine, internal medicines, obstetrics and gynecology, psychiatry, general surgery, neurosurgery.
Form 990	4a contd	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 492 events touching 33,400 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 58.5 million.
Form 990 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 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 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 VI	11	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 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. 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 VI	15a and b	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, the Chief Medical Officer and the Chief Operating Officer. For the fiscal year covered by this return, the Compensation Committee also used the same process to review the compensation of the Senior Vice President for Human Resources and the Senior Vice President and General Counsel. This review was performed in October 2008. A similar review was last performed in October 2009.
Form 990 VI	15a and b contd	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 VI	15a and b contd	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 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 XI	2	The organizations financial statements were audited on a consolidated basis as part of Carilion Clinic.
Form 990 I	1	Carilion Medical Center, that includes Carilion Roanoke Memorial Hospital and Carilion Roanoke Community Hospital, 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 through medical education and research.
Form 990 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 through medical education and research
Form 990 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.

Schedule R IRS990ScheduleR

Form990 Schedule R Part I Form990ScheduleRPartI (3 entries)

Address Line1AddressUS/AddressLine1	CityAddressUS/City	StateAddressUS/State	ZIP CodeAddressUS/ZIPCode	EINEIN	Primary ActivitiesPrimaryActivities	Legal Domicile StateLegalDomicileState	Total IncomeTotalIncome	EOY AssetsEOYAssets	Direct Controlling Entity NADirectControllingEntityNA
The Center For Surgical Excellence LLC
PO Box 12385	Roanoke	VA	24025	562595597	Surgery	VA	484714	431677	N/A
Odyssey IV LLC
PO Box 12385	Roanoke	VA	24025	562354974	Imaging	VA	5387675	2789606	N/A
RMH Emergency Service LLC
PO Box 12385	Roanoke	VA	24025	541686589	Physician billing	VA			N/A

Form990 Schedule R Part II Form990ScheduleRPartII (10 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
Carilion Clinic
PO Box 12385	Roanoke	VA	24025	541190771	Supporting organization	VA	501c3	11 Type I	N/A
Carilion Clinic Foundation
PO Box 12385	Roanoke	VA	24025	541190773	Supporting organization	VA	501c3	11 Type I	N/A
Carilion Franklin Memorial Hospital
PO Box 12385	Roanoke	VA	24025	540480606	Healthcare	VA	501c3	3	N/A
Carilion Giles Community Hospital
PO Box 12385	Roanoke	VA	24025	540549603	Healthcare	VA	501c3	3	N/A
Carilion New River Valley Medical Center
PO Box 12385	Roanoke	VA	24025	540553805	Healthcare	VA	501c3	3	N/A
Carilion Services Inc
PO Box 12385	Roanoke	VA	24025	541190879	Supporting organization	VA	501c3	11 Type I	N/A
Carilion Stonewall Jackson Hospital
PO Box 12385	Roanoke	VA	24025	540568001	Healthcare	VA	501c3	3	N/A
Carilion Tazewell Community Hospital
PO Box 12385	Roanoke	VA	24025	546074580	Healthcare	VA	501c3	3	N/A
Hugh Trout Memorial Foundation
PO Box 12385	Roanoke	VA	24025	510236357	Supporting organization	VA	501c3	11 Type I	N/A
Jefferson College of Health Sciences Education Foundation
PO Box 12385	Roanoke	VA	24025	541637118	Supporting organization	VA	501c3	11 Type III	N/A

Field	Value	IRS element (for citing)
Receipt Of Int Ann Rents Royalties	false	ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org	true	GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org	true	GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org	true	LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org	false	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	true	OtherTransferFromOtherOrg