Nonprofit · EIN 54-0480606
CARILION FRANKLIN MEMORIAL HOSPITAL
Tax-exempt · ROANOKE, VA 24025
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 (amended) | $114,894,972 | $87,954,422 | $26,940,550 | $65,117,860 | $19,498,304 | $45,619,556 |
| September 30, 2024 | 990 | $97,004,107 | $80,444,451 | $16,559,656 | $56,375,322 | $19,997,447 | $36,377,875 |
| September 30, 2023 | 990 | $82,260,724 | $72,525,268 | $9,735,456 | $52,574,219 | $18,637,420 | $33,936,799 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $966,546
- Program service revenue
- $112,467,963
- Investment income
- $1,153,186
- Net rental income
- $119,464
- Net gain from sales of assets
- $1,016,908
- Other revenue
- $307,277
Expenses
- Grants and similar amounts paid
- $115,217
- Compensation of officers, directors and key employees
- $346,754
- Other salaries and wages
- $24,797,264
- Salaries, compensation and benefits (total)
- $31,560,930
- Professional fundraising fees
- $0
- Legal fees
- $1,172
- Occupancy
- $1,352,276
- Travel
- $575,282
- Depreciation
- $2,983,484
- Program services (functional)
- $70,210,835
- Management and general (functional)
- $17,743,587
Balance sheet and other
- Total assets, start of year
- $56,375,322
- Total assets, end of year
- $65,117,860
- Total liabilities, end of year
- $19,498,304
- Net assets, end of year
- $45,619,556
- Land, buildings and equipment
- $27,603,992
- Publicly traded securities
- $3,632,075
- Net assets without donor restrictions
- $45,619,556
- Gross receipts
- $115,108,948
- Employees
- 629
- Volunteers
- 40
- Year formed
- 1956
- State of legal domicile
- VA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| STEVEN ARNER | DIRECTOR/CEO-CARILION CLINIC Trustee or director | 2.5 | $0 | $1,715,344 | $489,922 |
| DONALD HALLIWILL | ASST. TREASURER/EVP/CFO Officer | 0.5 | $0 | $1,309,012 | $407,205 |
| NICHOLAS CONTE | ASST. SECRETARY/EVP/CLO Officer | 1 | $0 | $1,218,022 | $268,294 |
| G ROBERT VAUGHAN JR | ASST. TREASURER/SVP Officer | 0.5 | $0 | $543,489 | $326,337 |
| CARL CLINE JR | DIR./SEC./TREAS./HOSPITAL VP Trustee or director, Officer | 50 | $288,506 | $0 | $289,450 |
| STEPHANIE LAREAU MD | DIRECTOR Trustee or director | 1.2 | $0 | $375,112 | $76,064 |
| LORI MCCLURE | PHARMACY MANAGER Highest-paid employee | 40 | $188,792 | $0 | $142,505 |
| SARAH STUBBS MD | DIRECTOR Trustee or director | 1.2 | $0 | $228,424 | $90,419 |
| TRACY MCCOWN | NURSING SENIOR DIRECTOR Highest-paid employee | 40 | $153,601 | $0 | $99,318 |
| SHIRLEY LANDON-KING | OCCUPATIONAL THERAPIST Highest-paid employee | 39 | $147,617 | $0 | $61,794 |
| ANGELA TURNER | SONOGRAPHER Highest-paid employee | 40 | $138,132 | $0 | $54,224 |
| JOANNA MULLINS | RN Highest-paid employee | 40 | $135,137 | $0 | $32,252 |
| J HARRISON LAPUASA | ASST. TREASURER Officer | 0.5 | $0 | $117,661 | $9,745 |
| JULIE SMITH-HAMILTON | ASST. SECRETARY Officer | 0.5 | $0 | $63,772 | $26,601 |
| SHANNON MOORE | DIRECTOR Trustee or director | 1.2 | $0 | $40,826 | $26,421 |
6 more people on this return
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| WILLIAM KINGERY JR | DIRECTOR / CHAIR Trustee or director, Officer | 2.5 | $0 | $8,400 |
| VICTORIA GARDNER | DIRECTOR/VICE CHAIR Trustee or director, Officer | 1.2 | $0 | $0 |
| BARBARA JACKMAN | DIRECTOR Trustee or director | 1.2 | $0 | $0 |
| DAVE PETERS | DIRECTOR Trustee or director | 1.2 | $0 | $0 |
| KATHERINE GOFF PHD | DIRECTOR Trustee or director | 1.2 | $0 | $0 |
| W MARK CHURCH PHD | DIRECTOR Trustee or director | 1.2 | $0 | $0 |
990 for the year ended September 30, 2024: 22 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Steven Arner | Director/COO, Carilion Clinic Trustee or director | 2 | $0 | $1,410,192 | $209,618 |
| Donald Halliwill | Asst. Treasurer Officer | 0.5 | $0 | $1,119,248 | $167,911 |
| Nicholas Conte | Asst. Secretary Officer | 1 | $0 | $1,023,717 | $174,893 |
| G Robert Vaughan Jr | Asst. Treasurer Officer | 0.5 | $0 | $458,008 | $71,002 |
| Stephanie Lareau MD | Director Trustee or director | 1.2 | $0 | $349,729 | $6,961 |
| Carl Cline Jr | Dir./Sec./Treas./Hospital VP Trustee or director, Officer | 50 | $223,091 | $0 | $109,940 |
| Sarah Stubbs MD | Director Trustee or director | 1.2 | $0 | $213,853 | $13,628 |
| David Hagadorn | Former Officer Former | 0 | $0 | $159,104 | $25,072 |
| Lori McClure | Pharmacy Manager Highest-paid employee | 40 | $182,957 | $0 | $1,140 |
| Donn Bergman | Physical Therapist Highest-paid employee | 40 | $133,731 | $0 | $41,045 |
| Tracy McCown | Nursing Director Highest-paid employee | 40 | $135,180 | $0 | $26,955 |
| Kristin Brandenberger | Pharmacist Highest-paid employee | 49.5 | $122,228 | $10,570 | $23,031 |
| Shirley Landon-King | Occupational Therapist Highest-paid employee | 39 | $140,196 | $650 | -$7,891 |
| Julie Smith-Hamilton | Asst. Secretary Officer | 0.5 | $0 | $60,728 | $18,375 |
| Shannon Moore | Director Trustee or director | 1.2 | $0 | $39,921 | $26,909 |
| J Harrison Lapuasa | Asst. Treasurer Officer | 0.5 | $0 | $34,109 | -$1,202 |
| William Kingery Jr | Director / Chair Trustee or director, Officer | 2.5 | $0 | $10,250 | $0 |
| Victoria Gardner | Director/Vice Chair Trustee or director, Officer | 1.2 | $0 | $768 | $0 |
| Dave Peters | Director Trustee or director | 1.2 | $0 | $768 | $0 |
| W Mark Church PhD | Director Trustee or director | 1.2 | $0 | $480 | $0 |
| Barbara Jackman | Director Trustee or director | 1.2 | $0 | $0 | $0 |
| Katherine Goff PhD | Director Trustee or director | 1.2 | $0 | $0 | $0 |
990 for the year ended September 30, 2023: 24 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Nancy Howell Agee | CEO, Carilion Clinic Key employee | 2 | $0 | $2,186,283 | $1,001,688 |
| Steven Arner | Director/COO, Carilion Clinic Trustee or director | 2 | $0 | $1,120,207 | -$113,754 |
| Nicholas Conte | Asst. Secretary Officer | 1 | $0 | $817,822 | $83,882 |
| Donald Halliwill | Asst. Treasurer Officer | 0.5 | $0 | $988,973 | -$138,321 |
| Craig L Bookout MD | Director Trustee or director | 1.2 | $0 | $351,583 | -$54,279 |
| Stephanie Lareau MD | Director Trustee or director | 1.2 | $0 | $375,677 | -$95,161 |
| G Robert Vaughan Jr | Asst. Treasurer Officer | 0.5 | $0 | $409,821 | -$254,014 |
| Carl Cline Jr | Dir./Sec./Treas./Hospital VP Trustee or director, Officer | 50 | $203,341 | $0 | -$55,670 |
| Ian Stanaway | Physical Therapist Highest-paid employee | 50 | $122,106 | $0 | $23,586 |
| Donn Bergman | Physical Therapist Highest-paid employee | 50 | $131,936 | $0 | $7,184 |
| Julie Smith-Hamilton | Asst. Secretary Officer | 0.5 | $0 | $61,128 | $12,403 |
| Sarah Stubbs MD | Director Trustee or director | 1.2 | $0 | $196,145 | -$123,301 |
| Shannon Moore | Director Trustee or director | 1.2 | $0 | $40,237 | $20,749 |
| Carole Robertson | Physical Therapist Highest-paid employee | 50 | $123,563 | $0 | -$75,772 |
| David Hagadorn | Asst. Treasurer Officer | 0.5 | $0 | $160,104 | -$121,301 |
| Shirley Landon-King | Occupational Therapist Highest-paid employee | 49 | $128,720 | $1,286 | -$109,759 |
| William Kingery Jr | Director / President Trustee or director, Officer | 2.5 | $0 | $11,825 | $0 |
| Victoria Gardner | Director/Vice President Trustee or director, Officer | 1.2 | $0 | $768 | $0 |
| Dave Peters | Director Trustee or director | 1.2 | $0 | $768 | $0 |
| W Mark Church PhD | Director Trustee or director | 1.2 | $0 | $480 | $0 |
| Barbara Jackman | Director Trustee or director | 1.2 | $0 | $0 | $0 |
| Katherine Goff PhD | Director Trustee or director | 1.2 | $0 | $0 | $0 |
| J Harrison Lapuasa | Asst. Treasurer Officer | 0.5 | $0 | $0 | $0 |
| Lori McClure | Pharmacy Manager Highest-paid employee | 50 | $179,791 | $0 | -$204,550 |
Address and contacts
- Address (IRS master file)
- PO BOX 12385, ROANOKE, VA 24025-2385
- Principal officer (990 for 2024)
- CARL CLINE, PO BOX 12385, ROANOKE, VA 24025
- Signed the 990
- G ROBERT VAUGHAN JR, TREASURER
- Phone
- (540) 224-5102
- Website
- WWW.CARILIONCLINIC.ORG
- Return prepared by
- FORVIS MAZARS LLP
Mission
OUR MISSION IS TO IMPROVE THE HEALTH OF THE COMMUNITIES WE SERVE THROUGH OUR COMMITMENT TO A COMMON PURPOSE OF BETTER PATIENT CARE, BETTER COMMUNITY HEALTH, AND LOWER COST.
Program accomplishments
- SEE SCHEDULE O.Expenses $70,210,835 · grants $115,217 · revenue $112,478,811
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990 on file |
IRS record
- EIN
- 54-0480606
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Hospital or medical research organization
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1956
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E220)
- Assets (IRS master file)
- $65,117,860
- Income (IRS master file)
- $115,108,948
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $114,894,972 | $87,954,422 | $65,117,860 | XML |
| 990-T | September 2025 | – | – | – | IRS |
| 990 | September 2024 | $97,004,107 | $80,444,451 | $56,375,322 | XML |
| 990-T | September 2024 | – | – | – | IRS |
| 990 | September 2023 | $82,260,724 | $72,525,268 | $52,574,219 | XML |
| 990-T | September 2023 | – | – | – | IRS |
| 990 | September 2022 | $70,034,301 | $66,879,616 | $45,660,792 | IRS |
| 990-T | September 2022 | – | – | – | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990-T | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 2019 | – | – | – | IRS |
| 990 | September 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 54-0480606).
Questions about CARILION FRANKLIN MEMORIAL HOSPITAL
- What is the EIN of CARILION FRANKLIN MEMORIAL HOSPITAL?
- The employer identification number (EIN) of CARILION FRANKLIN MEMORIAL HOSPITAL is 54-0480606.
- Is CARILION FRANKLIN MEMORIAL HOSPITAL tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1956.
- Are donations to CARILION FRANKLIN MEMORIAL HOSPITAL tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does CARILION FRANKLIN MEMORIAL HOSPITAL file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of CARILION FRANKLIN MEMORIAL HOSPITAL due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CARILION FRANKLIN MEMORIAL HOSPITAL last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of CARILION FRANKLIN MEMORIAL HOSPITAL?
- The 990 for the year ended September 30, 2025 names CARL CLINE.
- Who are the officers and directors of CARILION FRANKLIN MEMORIAL HOSPITAL?
- The 990 for the year ended September 30, 2025 lists 21 people; 6 received compensation from the organization.
- How much revenue does CARILION FRANKLIN MEMORIAL HOSPITAL have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $114,894,972, expenses of $87,954,422 and total assets of $65,117,860 at year end.
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