Nonprofit · EIN 54-0553805
CARILION NEW RIVER VALLEY MEDICAL CENTER
Tax-exempt · ROANOKE, VA 24025
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 (amended) | $407,769,472 | $327,909,212 | $79,860,260 | $579,646,437 | $98,230,702 | $481,415,735 |
| September 30, 2024 | 990 | $358,113,887 | $299,102,268 | $59,011,619 | $505,192,407 | $91,387,784 | $413,804,623 |
| September 30, 2023 | 990 | $298,379,865 | $278,301,998 | $20,077,867 | $440,585,289 | $86,158,095 | $354,427,194 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $352,596
- of which government grants
- $300,206
- Program service revenue
- $372,060,041
- Investment income
- $33,715,172
- Net rental income
- $226,991
- Net gain from sales of assets
- $29,903,933
- Other revenue
- $1,641,663
Expenses
- Grants and similar amounts paid
- $180,630
- Compensation of officers, directors and key employees
- $395,186
- Other salaries and wages
- $80,608,525
- Salaries, compensation and benefits (total)
- $100,037,066
- Professional fundraising fees
- $0
- Legal fees
- $41,495
- Occupancy
- $4,750,322
- Travel
- $839,677
- Depreciation
- $7,909,207
- Program services (functional)
- $263,258,445
- Management and general (functional)
- $64,650,767
Balance sheet and other
- Total assets, start of year
- $505,192,407
- Total assets, end of year
- $579,646,437
- Total liabilities, end of year
- $98,230,702
- Net assets, end of year
- $481,415,735
- Land, buildings and equipment
- $52,140,011
- Publicly traded securities
- $104,295,330
- Net assets without donor restrictions
- $481,398,890
- Net assets with donor restrictions
- $16,845
- Gross receipts
- $414,103,273
- Employees
- 1,796
- Volunteers
- 36
- Year formed
- 1941
- 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 |
|---|---|---|---|---|---|
| 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. TREASURERSVP Officer | 0.5 | $0 | $543,489 | $326,337 |
| ASHISH RAJU MD | DIRECTOR/PHYSICIAN Trustee or director | 1.2 | $0 | $524,874 | $98,142 |
| WILLIAM FLATTERY | DIRECTOR/SEC/TREAS./HOSP. VP Trustee or director, Officer | 46.3 | $347,747 | $0 | $199,181 |
| SHYAM ODETI MD | VP/CHIEF MEDICAL OFFICER Key employee | 25 | $0 | $464,043 | $50,072 |
| RALPH BROWN MD | PHYSICIAN Highest-paid employee | 50 | $283,994 | $0 | $208,693 |
| KATHLEEN TICKLE | PHARMACIST Highest-paid employee | 50 | $182,812 | $0 | $109,503 |
| KRISTI HALL | NURSING SENIOR DIRECTOR Highest-paid employee | 50 | $185,021 | $0 | $95,009 |
| DONNA SHELOR | PHARMACIST Highest-paid employee | 50 | $184,131 | $0 | $83,567 |
| MICHAEL CZAR | PHARMACY DIRECTOR Highest-paid employee | 50 | $170,567 | $0 | $93,368 |
| CHARLES BISSELL MD | DIRECTOR/PHYSICIAN Trustee or director | 1.2 | $0 | $158,571 | $579 |
| 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 |
| DIANE AKERS | DIRECTOR/CHAIR Trustee or director, Officer | 2.5 | $0 | $0 | $0 |
12 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SANDRA DAVIS | DIRECTOR/VICE CHAIR Trustee or director, Officer | 1.2 | $0 |
| ANTHONY WILSON | DIRECTOR Trustee or director | 1.2 | $0 |
| BRET DANILOWICZ PHD | DIRECTOR Trustee or director | 1.2 | $0 |
| J THOMAS RYAN MD | DIRECTOR Trustee or director | 1.2 | $0 |
| JAMES MCALISTER | DIRECTOR Trustee or director | 1.2 | $0 |
| KARLA UDELL YATES | DIRECTOR Trustee or director | 1.2 | $0 |
| KEVIN BYRD | DIRECTOR Trustee or director | 1.2 | $0 |
| MICHAEL HICKMAN ED D | DIRECTOR Trustee or director | 1.2 | $0 |
| PETER ANDERSON PHD | DIRECTOR Trustee or director | 1.2 | $0 |
| RICHARD HARSHBERGER | DIRECTOR Trustee or director | 1.2 | $0 |
| VINCENT HATCHER | DIRECTOR Trustee or director | 1.2 | $0 |
| WILLIAM ADEN | DIRECTOR Trustee or director | 1.2 | $0 |
990 for the year ended September 30, 2024: 27 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| 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 |
| Charles Bissell MD | Director Trustee or director | 1.2 | $0 | $587,951 | $34,205 |
| G Robert Vaughan Jr | Asst. Treasurer Officer | 0.5 | $0 | $458,008 | $71,002 |
| Ashish Raju MD | Director Trustee or director | 1.2 | $0 | $490,243 | $21,717 |
| William Flattery | Director/Sec/Treas./Hosp. VP Trustee or director, Officer | 46.3 | $319,259 | $0 | $54,007 |
| Ralph Brown MD | Physician Highest-paid employee | 50 | $263,647 | $0 | $31,182 |
| Michael Czar | Pharmacy Director Highest-paid employee | 50 | $167,181 | $0 | $34,843 |
| Kathleen Tickle | Pharmacist Highest-paid employee | 50 | $175,244 | $0 | $11,123 |
| Kristi Hall | Nursing Senior Director Highest-paid employee | 40 | $166,733 | $0 | $19,446 |
| David Hagadorn | Former Officer Former | 0 | $0 | $159,104 | $25,072 |
| Donna Shelor | Pharmacist Highest-paid employee | 50 | $175,072 | $0 | -$11,648 |
| 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 |
| Diane Akers | Director/Chair Trustee or director, Officer | 2.5 | $0 | $440 | $0 |
| William Aden | Director Trustee or director | 1.2 | $0 | $440 | $0 |
| Sandra Davis | Director/Vice Chair Trustee or director, Officer | 1.2 | $0 | $0 | $0 |
| Anthony Wilson | Director Trustee or director | 1.2 | $0 | $0 | $0 |
| Bret Danilowicz PhD | Director Trustee or director | 1.2 | $0 | $0 | $0 |
| J Thomas Ryan MD | Director Trustee or director | 1.2 | $0 | $0 | $0 |
| James McAlister | Director Trustee or director | 1.2 | $0 | $0 | $0 |
| Karla Udell Yates | Director Trustee or director | 1.2 | $0 | $0 | $0 |
| Kevin Byrd | Director Trustee or director | 1.2 | $0 | $0 | $0 |
| Michael Hickman Ed D | Director Trustee or director | 1.2 | $0 | $0 | $0 |
| Peter Anderson PhD | Director Trustee or director | 1.2 | $0 | $0 | $0 |
| Richard Harshberger | Director Trustee or director | 1.2 | $0 | $0 | $0 |
| Vincent Hatcher | Director Trustee or director | 1.2 | $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 |
| Steven Arner | COO, Carilion Clinic Key employee | 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 |
| Charles Bissell MD | Director Trustee or director | 1.2 | $0 | $624,495 | -$187,130 |
| Eric Stanley MD | Director Trustee or director | 1.2 | $0 | $313,332 | -$104,120 |
| William Flattery | Director/Sec/Treas./Hosp. VP Trustee or director, Officer | 46.3 | $310,917 | $0 | -$111,629 |
| Raymart Gerena | RN Highest-paid employee | 50 | $179,471 | $0 | $6,703 |
| Nathaniel Bishop DMin | Director Trustee or director | 1.2 | $0 | $404,202 | -$235,927 |
| G Robert Vaughan Jr | Asst. Treasurer Officer | 0.5 | $0 | $409,821 | -$254,014 |
| Michael Czar | Pharmacy Director Highest-paid employee | 50 | $164,813 | $0 | -$37,789 |
| Kathleen Tickle | Pharmacist Highest-paid employee | 50 | $171,278 | $0 | -$97,344 |
| Julie Smith-Hamilton | Asst. Secretary Officer | 0.5 | $0 | $61,128 | $12,403 |
| Ralph Brown MD | Physician Highest-paid employee | 50 | $262,747 | $0 | -$197,300 |
| David Hagadorn | Asst. Treasurer Officer | 0.5 | $0 | $160,104 | -$121,301 |
| Donna Shelor | Pharmacist Highest-paid employee | 50 | $172,668 | $0 | -$163,426 |
| Diane Akers | Director/Chair Trustee or director, Officer | 2.5 | $0 | $480 | $0 |
| William Aden | Director Trustee or director | 1.2 | $0 | $480 | $0 |
| Sandra Davis | Director/Vice Chair Trustee or director, Officer | 1.2 | $0 | $0 | $0 |
| Anthony Wilson | Director Trustee or director | 1.2 | $0 | $0 | $0 |
| Bret Danilowicz PhD | Director Trustee or director | 1.2 | $0 | $0 | $0 |
| J Thomas Ryan MD | Director Trustee or director | 1.2 | $0 | $0 | $0 |
| James McAlister | Director Trustee or director | 1.2 | $0 | $0 | $0 |
| Karla Yates | Director Trustee or director | 1.2 | $0 | $0 | $0 |
| Kevin Byrd | Director Trustee or director | 1.2 | $0 | $0 | $0 |
| Mark Rogers DO | Director Trustee or director | 1.2 | $0 | $0 | $0 |
| Michael Hickman Ed D | Director Trustee or director | 1.2 | $0 | $0 | $0 |
| J Harrison Lapuasa | Asst. Treasurer Officer | 0.5 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 12385, ROANOKE, VA 24025-2385
- In care of
- % CARILION NEW RIVER VALLEY MEDICAL
- Principal officer (990 for 2024)
- WILLIAM J FLATTERY, PO BOX 12385, ROANOKE, VA 24025
- Signed the 990
- G ROBERT VAUGHAN JR, TREASURER
- Phone
- (540) 224-5102
- Website
- WWW.CARILIONCLINIC.ORG
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 $263,258,445 · grants $180,630 · revenue $372,161,890
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
- 54-0553805
- 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
- 1941
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E220)
- Assets (IRS master file)
- $579,646,437
- Income (IRS master file)
- $414,103,273
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $407,769,472 | $327,909,212 | $579,646,437 | XML |
| 990-T | September 2025 | – | – | – | IRS |
| 990 | September 2024 | $358,113,887 | $299,102,268 | $505,192,407 | XML |
| 990-T | September 2024 | – | – | – | IRS |
| 990 | September 2023 | $298,379,865 | $278,301,998 | $440,585,289 | XML |
| 990-T | September 2023 | – | – | – | IRS |
| 990 | September 2022 | $300,257,287 | $283,842,583 | $425,753,311 | 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 54-0553805).
Questions about CARILION NEW RIVER VALLEY MEDICAL CENTER
- What is the EIN of CARILION NEW RIVER VALLEY MEDICAL CENTER?
- The employer identification number (EIN) of CARILION NEW RIVER VALLEY MEDICAL CENTER is 54-0553805.
- Is CARILION NEW RIVER VALLEY MEDICAL CENTER tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1941.
- Are donations to CARILION NEW RIVER VALLEY MEDICAL CENTER tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does CARILION NEW RIVER VALLEY 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 NEW RIVER VALLEY 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 NEW RIVER VALLEY 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 NEW RIVER VALLEY MEDICAL CENTER?
- The 990 for the year ended September 30, 2025 names WILLIAM J FLATTERY.
- Who are the officers and directors of CARILION NEW RIVER VALLEY MEDICAL CENTER?
- The 990 for the year ended September 30, 2025 lists 27 people; 6 received compensation from the organization.
- How much revenue does CARILION NEW RIVER VALLEY MEDICAL CENTER have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $407,769,472, expenses of $327,909,212 and total assets of $579,646,437 at year end.
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- CARILION MEDICAL CENTER EIN 54-0506332 · last filed 990 for 2025
- DELTA DENTAL PLAN OF VIRGINIA EIN 54-0844477 · last filed 990 for 2024
- CARILION SERVICES INC EIN 54-1190879 · last filed 990 for 2025
- CARILION GILES COMMUNITY HOSPITAL EIN 54-0549603 · last filed 990 for 2025
- CARILION FRANKLIN MEMORIAL HOSPITAL EIN 54-0480606 · last filed 990 for 2025
- CARILION ROCKBRIDGE COMMUNITY HOSPITAL EIN 54-0568001 · last filed 990 for 2025
- RICHFIELD LIVING EIN 54-0534606 · last filed 990 for 2024
- CARILION CLINIC EIN 54-1190771 · last filed 990 for 2025