Nonprofit · EIN 54-0506332
CARILION MEDICAL CENTER
Tax-exempt · ROANOKE, VA 24025
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $2,324,266,131 | $2,159,987,081 | $164,279,050 | $2,380,203,801 | $1,114,913,127 | $1,265,290,674 |
| September 30, 2024 | 990 | $1,983,462,548 | $1,918,638,997 | $64,823,551 | $2,217,235,562 | $1,198,187,751 | $1,019,047,811 |
| September 30, 2023 | 990 | $1,742,822,940 | $1,769,567,616 | -$26,744,676 | $1,989,095,314 | $1,033,618,621 | $955,476,693 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $9,292,252
- of which government grants
- $6,736,702
- Program service revenue
- $2,209,361,982
- Investment income
- $80,339,091
- Net rental income
- $5,393,103
- Net gain from sales of assets
- $69,526,654
- Tax-exempt bond proceeds
- $4,768
- Other revenue
- $25,272,806
Expenses
- Grants and similar amounts paid
- $7,507,297
- Compensation of officers, directors and key employees
- $6,335,355
- Other salaries and wages
- $760,338,818
- Salaries, compensation and benefits (total)
- $905,182,790
- Professional fundraising fees
- $0
- Legal fees
- $173,386
- Occupancy
- $39,871,681
- Travel
- $3,818,779
- Depreciation
- $52,600,230
- Program services (functional)
- $1,820,436,126
- Management and general (functional)
- $339,265,167
- Fundraising (functional)
- $285,788
Balance sheet and other
- Total assets, start of year
- $2,217,235,562
- Total assets, end of year
- $2,380,203,801
- Total liabilities, end of year
- $1,114,913,127
- Net assets, end of year
- $1,265,290,674
- Land, buildings and equipment
- $853,584,643
- Publicly traded securities
- $282,911,365
- Net assets without donor restrictions
- $1,233,440,015
- Net assets with donor restrictions
- $31,850,659
- Gross unrelated business income
- $19,530
- Gross receipts
- $2,338,975,837
- Employees
- 10,579
- Volunteers
- 495
- Year formed
- 1899
- 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 |
|---|---|---|---|---|---|
| NANCY HOWELL AGEE | CEO EMERITUS, CARILION CLINIC Former | 0 | $0 | $2,565,963 | $17,888 |
| STEVEN ARNER | CEO Officer | 2.5 | $0 | $1,715,344 | $489,922 |
| ERIC MARVIN MD | PHYSICIAN Highest-paid employee | 50 | $1,730,753 | $0 | $122,729 |
| JONATHAN CARMOUCHE MD | PHYSICIAN Highest-paid employee | 50 | $1,706,703 | $0 | $136,236 |
| DONALD HALLIWILL | ASST. TREASURER/EVP/CFO Officer | 0.5 | $0 | $1,309,012 | $407,205 |
| ADEOLU OLASUNKANMI MD | PHYSICIAN Highest-paid employee | 50 | $1,625,000 | $0 | $65,121 |
| GREGORY HOWES MD | PHYSICIAN Highest-paid employee | 50 | $1,540,924 | $0 | $104,964 |
| JOSEPH MOSKAL MD | SVP/DEPARTMENT CHAIR Key employee | 50 | $1,505,418 | $0 | $26,867 |
| JOHN JANE MD | SVP, DEPARTMENT CHAIR Former | 50 | $1,356,823 | $0 | $135,128 |
| NICHOLAS CONTE | SECRETARY/EVP/CLO Officer | 3 | $0 | $1,218,022 | $268,294 |
| JAMES DROUGAS MD | PHYSICIAN Highest-paid employee | 50 | $1,374,026 | $0 | $43,188 |
| MICHAEL NUSSBAUM MD | DIRECTOR/SVP/DEPT. CHAIR Trustee or director | 50 | $1,086,957 | $0 | $94,097 |
| R TONY SEUPAUL MD | CHIEF PHYSICIAN EXECUTIVE/EVP Key employee | 49.5 | $22,924 | $926,859 | $161,937 |
| JON SWEET MD | SVP/DEPARTMENT CHAIR Key employee | 50 | $642,653 | $0 | $278,866 |
| G ROBERT VAUGHAN JR | TREASURER Officer | 0.5 | $0 | $543,489 | $326,337 |
16 more people on this return
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| PAUL HASKINS MD | DIRECTOR/PHYSICIAN Trustee or director | 50 | $498,315 | $0 | $311,229 |
| DANIEL TERSHAK MD | DIRECTOR/CHIEF OF MEDICAL STAFF Trustee or director | 50 | $597,139 | $0 | $199,144 |
| MICHELLE FRANKLIN | SVP, CHIEF NURSING OFFICER Officer | 50 | $329,052 | $0 | $316,334 |
| MICHAEL ABBOTT PHARMD | PRESIDENT Trustee or director, Officer | 50 | $463,183 | $0 | $160,443 |
| SHYAM ODETI MD | VP/CHIEF MEDICAL OFFICER Key employee | 25 | $464,043 | $0 | $50,072 |
| TAMARA FROST | SVP, CHIEF NURSING OFFICER Officer | 50 | $380,304 | $0 | $96,934 |
| 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 |
| DAMON WILLIAMS | DIRECTOR Trustee or director, Officer | 2 | $0 | $8,400 | $0 |
| LEE LEARMAN MD PHD | DIRECTOR Trustee or director | 2 | $3,250 | $0 | $0 |
| JANET FRANTZ | DIRECTOR/CHAIR Trustee or director, Officer | 2 | $0 | $2,673 | $0 |
| ANN HOFF PHD | DIRECTOR Trustee or director | 2 | $0 | $1,123 | $0 |
| KIANNA PRICE MARSHALL | DIRECTOR Trustee or director | 2 | $0 | $1,123 | $0 |
| ISABEL THORNTON | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| JAMIE GREENAWALT | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| KATHERIN ELAM | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
990 for the year ended September 30, 2024: 30 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Nancy Howell Agee | CEO, Carilion Clinic Key employee | 2 | $0 | $3,830,705 | $1,792 |
| Jonathan Carmouche MD | Physician Highest-paid employee | 50 | $1,620,383 | $0 | $26,135 |
| Steven Arner | Director/President/CEO Trustee or director, Officer | 42 | $0 | $1,410,192 | $209,618 |
| Eric Marvin MD | Physician Highest-paid employee | 50 | $1,546,060 | $0 | $20,234 |
| Gregory Howes MD | Physician Highest-paid employee | 50 | $1,476,712 | $0 | $31,500 |
| Joseph Moskal MD | SVP/Chair, Dept. of Orthopedics Key employee | 50 | $1,421,697 | $0 | $24,727 |
| Adeolu Olasunkanmi MD | Physician Highest-paid employee | 50 | $1,352,897 | $0 | $21,026 |
| Donald Halliwill | Asst. Treasurer Officer | 0.5 | $0 | $1,119,248 | $167,911 |
| Nicholas Conte | Secretary Officer | 3 | $0 | $1,023,717 | $174,893 |
| Cara Rogers MD | Physician Highest-paid employee | 50 | $1,111,647 | $0 | $24,505 |
| Michael Nussbaum MD | Director/SVP/Surgical Services Chair Trustee or director | 50 | $976,550 | $0 | $41,513 |
| John Jane MD | SVP, Chair Neurosurgery Key employee | 50 | $654,291 | $0 | $72,718 |
| Jon Sweet MD | SVP/Chair, Dept. of Medicine Key employee | 50 | $596,807 | $0 | $82,527 |
| Daniel Tershak MD | Director/Chief of Medical Staff Trustee or director | 50 | $530,882 | $0 | $31,520 |
| G Robert Vaughan Jr | Treasurer Officer | 0.5 | $0 | $458,008 | $71,002 |
| Paul Haskins MD | Director/Physician Trustee or director | 50 | $382,001 | $0 | $85,501 |
| Michael Abbott | Senior Vice President Key employee | 50 | $361,790 | $0 | $100,258 |
| Daniel Harrington MD | Interim Chief Medical Officer/EVP Key employee | 50 | $0 | $330,239 | $2,444 |
| David Hagadorn | Former Officer Former | 0 | $0 | $159,104 | $25,072 |
| Cathy Jo Swanson MD | Director / Chief of Medical Staff Trustee or director | 2 | $90,000 | $0 | $0 |
| Julie Smith-Hamilton | Asst. Secretary Officer | 0.5 | $0 | $60,728 | $18,375 |
| J Harrison Lapuasa | Asst. Treasurer Officer | 0.5 | $0 | $34,109 | -$1,202 |
| Damon Williams | Director/Chair Trustee or director, Officer | 2 | $0 | $10,748 | $0 |
| Lee Learman MD PhD | Director/Physician Trustee or director | 4.6 | $8,655 | $0 | $0 |
| Ann Hoff PhD | Director Trustee or director | 2 | $0 | $1,123 | $0 |
| Janet Frantz | Director Trustee or director | 2 | $0 | $1,123 | $0 |
| Kianna Price Marshall | Director Trustee or director | 2 | $0 | $1,123 | $0 |
| Isabel Thornton | Director Trustee or director | 2 | $0 | $0 | $0 |
| Jamie Greenawalt | Director Trustee or director | 2 | $0 | $0 | $0 |
| Katherin Elam | Director Trustee or director | 2 | $0 | $0 | $0 |
990 for the year ended September 30, 2023: 28 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 |
| Patrice Weiss MD | Chief Medical Officer/EVP Key employee | 50 | $1,223 | $2,390,863 | -$147,548 |
| Jonathan Carmouche MD | Physician Highest-paid employee | 50 | $1,637,010 | $0 | -$133,157 |
| Gregory Howes MD | Physician Highest-paid employee | 50 | $1,448,770 | $0 | -$55,451 |
| Eric Marvin MD | Physician Highest-paid employee | 50 | $1,483,034 | $0 | -$133,698 |
| Joseph Moskal MD | SVP/Chair, Dept. of Orthopedics Key employee | 50 | $1,375,243 | $0 | -$30,761 |
| Adeolu Olasunkanmi MD | Physician Highest-paid employee | 50 | $1,291,485 | $0 | -$16,819 |
| Jesse Stem MD | Physician Highest-paid employee | 50 | $1,246,441 | $0 | -$10,696 |
| Michael Nussbaum MD | Director/SVP/Surgical Services Chair Trustee or director | 50 | $1,074,080 | $0 | -$2,649 |
| Steven Arner | Director/President/CEO Trustee or director, Officer | 36 | $0 | $1,120,207 | -$113,754 |
| Nicholas Conte | Secretary Officer | 3 | $0 | $817,822 | $83,882 |
| Donald Halliwill | Asst. Treasurer Officer | 0.5 | $0 | $988,973 | -$138,321 |
| Jon Sweet MD | SVP/Chair, Dept. of Medicine Key employee | 50 | $594,988 | $0 | -$157,606 |
| Paul Skolnik MD | Former SVP/Chair, Dept. of Medicine Former | 50 | $440,154 | $0 | -$4,535 |
| Michael Abbott | Senior Vice President Key employee | 50 | $326,605 | $0 | $35,352 |
| G Robert Vaughan Jr | Treasurer Officer | 0.5 | $0 | $409,821 | -$254,014 |
| Daniel Harrington MD | Interim Chief Medical Officer/EVP Key employee | 50 | $121,832 | $32,000 | $0 |
| Paul Haskins MD | Director/Physician Trustee or director | 50 | $364,453 | $0 | -$228,096 |
| Julie Smith-Hamilton | Asst. Secretary Officer | 0.5 | $0 | $61,128 | $12,403 |
| Cathy Jo Swanson MD | Director / Chief of Medical Staff Trustee or director | 2 | $72,500 | $0 | $0 |
| David Hagadorn | Asst. Treasurer Officer | 0.5 | $0 | $160,104 | -$121,301 |
| Lee Learman MD PhD | Director Trustee or director | 2 | $8,000 | $0 | $0 |
| Damon Williams | Director/Chair Trustee or director, Officer | 2 | $0 | $7,948 | $0 |
| Janet Frantz | Director Trustee or director | 2 | $0 | $1,123 | $0 |
| Kianna Price Marshall | Director Trustee or director | 2 | $0 | $1,123 | $0 |
| Ann Hoff PhD | Director Trustee or director | 2 | $0 | $468 | $0 |
| Isabel Thornton | Director Trustee or director | 2 | $0 | $0 | $0 |
| Katherin Elam | Director Trustee or director | 2 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 12385, ROANOKE, VA 24025-2385
- In care of
- % HEIDI KIRK
- Principal officer (990 for 2024)
- MICHAEL ABBOTT, PO BOX 12385, ROANOKE, VA 240252385
- Signed the 990
- G ROBERT VAUGHAN, 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 $1,820,436,126 · grants $7,507,297 · revenue $2,225,122,325
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
- 54-0506332
- 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
- 1980
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E20)
- Assets (IRS master file)
- $2,380,203,801
- Income (IRS master file)
- $2,338,975,837
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $2,324,266,131 | $2,159,987,081 | $2,380,203,801 | XML |
| 990-T | September 2025 | – | – | – | IRS |
| 990 | September 2024 | $1,983,462,548 | $1,918,638,997 | $2,217,235,562 | XML |
| 990-T | September 2024 | – | – | – | IRS |
| 990 | September 2023 | $1,742,822,940 | $1,769,567,616 | $1,989,095,314 | XML |
| 990-T | September 2023 | – | – | – | IRS |
| 990 | September 2022 | $1,707,278,174 | $1,711,194,836 | $1,949,690,459 | 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 54-0506332).
Questions about CARILION MEDICAL CENTER
- What is the EIN of CARILION MEDICAL CENTER?
- The employer identification number (EIN) of CARILION MEDICAL CENTER is 54-0506332.
- Is CARILION MEDICAL CENTER tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1980.
- Are donations to CARILION MEDICAL CENTER tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does CARILION MEDICAL CENTER 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 MEDICAL CENTER 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 MEDICAL CENTER 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 MEDICAL CENTER?
- The 990 for the year ended September 30, 2025 names MICHAEL ABBOTT.
- Who are the officers and directors of CARILION MEDICAL CENTER?
- The 990 for the year ended September 30, 2025 lists 31 people; 17 received compensation from the organization.
- How much revenue does CARILION MEDICAL CENTER have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $2,324,266,131, expenses of $2,159,987,081 and total assets of $2,380,203,801 at year end.
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