Nonprofit · EIN 54-1190771
CARILION CLINIC
Tax-exempt · ROANOKE, VA 24025
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $42,307,838 | $41,816,858 | $490,980 | $257,898,673 | $164,354,641 | $93,544,032 |
| September 30, 2024 | 990 | $42,476,639 | $41,253,784 | $1,222,855 | $268,784,583 | $169,752,380 | $99,032,203 |
| September 30, 2023 | 990 | $34,848,444 | $40,085,436 | -$5,236,992 | $276,170,742 | $170,558,322 | $105,612,420 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $38,604,560
- Investment income
- $2,159,110
- Net rental income
- $1,535,565
- Net gain from sales of assets
- $1,922,700
- Other revenue
- $1,544,168
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $217,017
- Salaries, compensation and benefits (total)
- $217,017
- Professional fundraising fees
- $0
- Legal fees
- $236,959
- Occupancy
- $16,084,546
- Depreciation
- $11,720,993
- Program services (functional)
- $38,547,184
- Management and general (functional)
- $3,269,674
Balance sheet and other
- Total assets, start of year
- $268,784,583
- Total assets, end of year
- $257,898,673
- Total liabilities, end of year
- $164,354,641
- Net assets, end of year
- $93,544,032
- Land, buildings and equipment
- $175,322,690
- Publicly traded securities
- $5,724,235
- Net assets without donor restrictions
- $93,544,032
- Gross unrelated business income
- -$4,950,537
- Gross receipts
- $44,241,505
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1981
- 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 Former | 2 | $0 | $2,565,963 | $17,888 |
| STEVEN ARNER | PRESIDENT, CEO Trustee or director, Officer | 8 | $0 | $1,715,344 | $489,922 |
| DONALD HALLIWILL | ASST. TREASURER/CFO Officer | 4 | $0 | $1,309,012 | $407,205 |
| JEANNE ARMENTROUT | CHIEF ADMINISTRATIVE OFFICER/EVP Officer | 4 | $0 | $1,224,529 | $335,912 |
| NICHOLAS CONTE | SECRETARY/CHIEF LEGAL & GOV. OFFICER Officer | 6 | $0 | $1,218,022 | $268,294 |
| R TONY SEUPAUL MD | CHIEF PHYSICIAN EXECUTIVE/EVP Officer | 0.5 | $0 | $949,783 | $161,937 |
| G ROBERT VAUGHAN JR | TREASURER Officer | 2 | $0 | $543,489 | $326,337 |
| JERI LANTZ MD | DIRECTOR Trustee or director | 2.4 | $8,375 | $343,563 | $225,918 |
| 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 |
| JAMES HARTLEY | DIRECTOR/CHAIR Trustee or director, Officer | 7 | $23,125 | $0 | $0 |
| NEIL WILKIN JR | DIRECTOR Trustee or director | 4.5 | $18,498 | $0 | $0 |
| DANIELLE YARBER | DIRECTOR Trustee or director | 4.5 | $12,623 | $0 | $0 |
| JOHN BOND | DIRECTOR Trustee or director | 4.5 | $11,500 | $0 | $0 |
| JAMES C THOMPSON | DIRECTOR Trustee or director | 4.5 | $10,945 | $0 | $0 |
16 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOSEPH SCARTELLI PHD | DIRECTOR Trustee or director | 4.5 | $10,875 |
| J ALEXANDER BOONE | DIRECTOR Trustee or director | 4.5 | $10,748 |
| ABNEY BOXLEY III | DIRECTOR Trustee or director | 4.5 | $9,923 |
| ELIZABETH MCCLANAHAN | DIRECTOR Trustee or director | 4.5 | $9,650 |
| DAMON WILLIAMS | DIRECTOR Trustee or director | 4.5 | $8,400 |
| WILLIAM KINGERY JR | DIRECTOR Trustee or director | 4.5 | $8,400 |
| JAMES WILLIAMS JR | DIRECTOR Trustee or director | 2.4 | $7,775 |
| LISA GOLDSTEIN | DIRECTOR Trustee or director | 2.4 | $7,775 |
| GARRY NORRIS | DIRECTOR Trustee or director | 2.4 | $6,525 |
| JASON BINGHAM | DIRECTOR Trustee or director | 2.4 | $6,525 |
| MARK PACE | DIRECTOR Trustee or director | 2.4 | $6,525 |
| TERRY AUSTIN | DIRECTOR Trustee or director | 2.4 | $5,900 |
| JOSEPH SHEFFEY | DIRECTOR Trustee or director | 2.4 | $4,650 |
| WILLIAM FARRELL II | DIRECTOR Trustee or director | 2.4 | $4,350 |
| JANET FRANTZ | DIRECTOR Trustee or director | 2.4 | $2,673 |
| ROBERT BENNETT | DIRECTOR Trustee or director | 2.4 | $1,550 |
990 for the year ended September 30, 2024: 31 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Nancy Howell Agee | Director/CEO Trustee or director, Officer | 8 | $0 | $3,830,705 | $1,792 |
| Steven Arner | President, COO Officer | 4 | $0 | $1,410,192 | $209,618 |
| Donald Halliwill | Asst. Treasurer/CFO/EVP Officer | 4 | $0 | $1,119,248 | $167,911 |
| Nicholas Conte | Secretary/EVP/Chief Legal Officer Officer | 6 | $0 | $1,023,717 | $174,893 |
| Jeanne Armentrout | Chief Administrative Officer/EVP Officer | 4 | $0 | $1,093,617 | $47,026 |
| G Robert Vaughan Jr | Treasurer / SVP Officer | 2 | $0 | $458,008 | $71,002 |
| Jeri Lantz MD | Director Trustee or director | 2.4 | $0 | $288,143 | $51,952 |
| Daniel Harrington MD | Interim Chief Medical Officer/EVP Officer | 2 | $0 | $330,239 | $2,444 |
| David Hagadorn | Former Officer Former | 0 | $0 | $159,104 | $25,072 |
| 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 |
| James Hartley | Director/Chair Trustee or director, Officer | 7 | $30,000 | $0 | $0 |
| Neil Wilkin Jr | Director Trustee or director | 4.5 | $25,282 | $0 | $0 |
| J Alexander Boone | Director Trustee or director | 4.5 | $15,498 | $0 | $0 |
| Danielle Yarber | Director Trustee or director | 4.5 | $14,873 | $0 | $0 |
| Abney Boxley III | Director Trustee or director | 4.5 | $14,773 | $0 | $0 |
| John Bond | Director Trustee or director | 4.5 | $13,750 | $0 | $0 |
| Garry Norris | Director Trustee or director | 2.4 | $13,375 | $0 | $0 |
| Jason Bingham | Director Trustee or director | 2.4 | $13,375 | $0 | $0 |
| Elizabeth McClanahan | Director Trustee or director | 2.4 | $12,565 | $0 | $0 |
| Lisa Goldstein | Director Trustee or director | 2.4 | $12,125 | $0 | $0 |
| Joseph Scartelli PhD | Director Trustee or director | 2.4 | $11,875 | $0 | $0 |
| Damon Williams | Director Trustee or director | 4.5 | $10,748 | $0 | $0 |
| James C Thompson | Director Trustee or director | 2.4 | $10,250 | $0 | $0 |
| James Williams Jr | Director Trustee or director | 2.4 | $10,250 | $0 | $0 |
| William Kingery Jr | Director Trustee or director | 2.4 | $10,250 | $0 | $0 |
| Joseph Sheffey | Director Trustee or director | 2.4 | $9,000 | $0 | $0 |
| Terry Austin | Director Trustee or director | 2.4 | $9,000 | $0 | $0 |
| Mark Pace | Director Trustee or director | 2.4 | $8,375 | $0 | $0 |
| William Farrell II | Director Trustee or director | 2.4 | $0 | $0 | $0 |
| R Tony Seupaul MD | EVP Chief Physician Executive Officer | 0.5 | $0 | $0 | $0 |
990 for the year ended September 30, 2023: 29 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Nancy Howell Agee | Director/CEO Trustee or director, Officer | 8 | $0 | $2,186,283 | $1,001,688 |
| Patrice Weiss MD | Chief Medical Officer/EVP Officer | 0 | $0 | $2,392,086 | -$147,548 |
| Jeanne Armentrout | Chief Administrative Officer/EVP Officer | 4 | $0 | $1,651,534 | -$389,619 |
| Steven Arner | President, COO Officer | 4 | $0 | $1,120,207 | -$113,754 |
| Nicholas Conte | Secretary/EVP/Chief Legal Officer Officer | 6 | $0 | $817,822 | $83,882 |
| Donald Halliwill | Asst. Treasurer/CFO/EVP Officer | 4 | $0 | $988,973 | -$138,321 |
| G Robert Vaughan Jr | Treasurer / SVP Officer | 2 | $0 | $409,821 | -$254,014 |
| Daniel Harrington MD | Interim Chief Medical Officer/EVP Officer | 0 | $0 | $153,832 | $0 |
| Jeri Lantz MD | Director Trustee or director | 2.4 | $8,075 | $290,182 | -$173,745 |
| Julie Smith-Hamilton | Asst. Secretary Officer | 0.5 | $0 | $61,128 | $12,403 |
| David Hagadorn | Asst. Treasurer Officer | 0.5 | $0 | $160,104 | -$121,301 |
| James Hartley | Director/Chair Trustee or director, Officer | 7 | $23,000 | $0 | $0 |
| Neil Wilkin Jr | Director Trustee or director | 4.5 | $15,191 | $0 | $0 |
| J Alexander Boone | Director Trustee or director | 4.5 | $14,998 | $0 | $0 |
| John Bond | Director Trustee or director | 4.5 | $14,500 | $0 | $0 |
| Danielle Yarber | Director Trustee or director | 4.5 | $13,748 | $0 | $0 |
| Joseph Scartelli PhD | Director Trustee or director | 2.4 | $13,250 | $0 | $0 |
| Garry Norris | Director Trustee or director | 2.4 | $13,075 | $0 | $0 |
| James C Thompson | Director Trustee or director | 2.4 | $12,215 | $0 | $0 |
| William Kingery Jr | Director Trustee or director | 2.4 | $11,825 | $0 | $0 |
| Abney Boxley III | Director Trustee or director | 4.5 | $11,248 | $0 | $0 |
| James Williams Jr | Director Trustee or director | 2.4 | $10,575 | $0 | $0 |
| Jason Bingham | Director Trustee or director | 2.4 | $9,325 | $0 | $0 |
| Elizabeth McClanahan | Director Trustee or director | 2.4 | $8,515 | $0 | $0 |
| Joseph Sheffey | Director Trustee or director | 2.4 | $8,075 | $0 | $0 |
| Damon Williams | Director Trustee or director | 4.5 | $7,948 | $0 | $0 |
| Terry Austin | Director Trustee or director | 2.4 | $7,450 | $0 | $0 |
| Lisa Goldestein | Director Trustee or director | 2.4 | $0 | $0 | $0 |
| Mark Pace | Director Trustee or director | 2.4 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 12385, ROANOKE, VA 24025-2385
- Principal officer (990 for 2024)
- STEVE ARNER, PO BOX 12385, ROANOKE, VA 240252385
- 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 $38,547,184 · revenue $43,563,700
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 15, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 16, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 17, 2025 | 990 on file |
IRS record
- EIN
- 54-1190771
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1982
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E192)
- Assets (IRS master file)
- $257,898,673
- Income (IRS master file)
- $44,241,505
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $42,307,838 | $41,816,858 | $257,898,673 | XML |
| 990-T | September 2025 | – | – | – | IRS |
| 990 | September 2024 | $42,476,639 | $41,253,784 | $268,784,583 | XML |
| 990-T | September 2024 | – | – | – | IRS |
| 990 | September 2023 | $34,848,444 | $40,085,436 | $276,170,742 | XML |
| 990-T | September 2023 | – | – | – | IRS |
| 990 | September 2022 | $43,344,758 | $36,369,857 | $277,918,782 | 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 54-1190771).
Questions about CARILION CLINIC
- What is the EIN of CARILION CLINIC?
- The employer identification number (EIN) of CARILION CLINIC is 54-1190771.
- Is CARILION CLINIC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1982.
- Are donations to CARILION CLINIC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does CARILION CLINIC 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 CLINIC due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CARILION CLINIC 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 CLINIC?
- The 990 for the year ended September 30, 2025 names STEVE ARNER.
- Who are the officers and directors of CARILION CLINIC?
- The 990 for the year ended September 30, 2025 lists 31 people; 22 received compensation from the organization.
- How much revenue does CARILION CLINIC have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $42,307,838, expenses of $41,816,858 and total assets of $257,898,673 at year end.
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