Nonprofit · EIN 54-1190773
CARILION CLINIC FOUNDATION
Tax-exempt · ROANOKE, VA 24025
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $15,481,894 | $4,349,028 | $11,132,866 | $85,331,508 | $155,395 | $85,176,113 |
| September 30, 2024 | 990 | $13,111,687 | $3,371,088 | $9,740,599 | $72,379,968 | $207,906 | $72,172,062 |
| September 30, 2023 | 990 | $7,219,421 | $2,703,221 | $4,516,200 | $58,873,163 | $179,225 | $58,693,938 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $7,843,245
- of which government grants
- $13,684
- Program service revenue
- $2,099,747
- Investment income
- $5,538,902
- Net gain from sales of assets
- $3,822,584
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $1,673,250
- Compensation of officers, directors and key employees
- $351,791
- Other salaries and wages
- $711,086
- Salaries, compensation and benefits (total)
- $1,202,412
- Professional fundraising fees
- $0
- Legal fees
- $17,728
- Occupancy
- $47,999
- Travel
- $10,456
- Depreciation
- $5,951
- Program services (functional)
- $2,352,986
- Management and general (functional)
- $600,639
- Fundraising (functional)
- $1,395,403
Balance sheet and other
- Total assets, start of year
- $72,379,968
- Total assets, end of year
- $85,331,508
- Total liabilities, end of year
- $155,395
- Net assets, end of year
- $85,176,113
- Land, buildings and equipment
- $519,389
- Publicly traded securities
- $27,201,177
- Net assets without donor restrictions
- -$3,327,804
- Net assets with donor restrictions
- $88,503,917
- Gross receipts
- $17,181,841
- Employees
- 9
- Volunteers
- 10
- Year formed
- 1982
- 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 | DIRECTOR/CEO EMERITUS, CARILION CLINIC Trustee or director | 24 | $0 | $2,565,963 | $17,888 |
| DONALD HALLIWILL | ASST. TREASURER/EVP/CFO Officer | 0.5 | $0 | $1,309,012 | $407,205 |
| NICHOLAS CONTE | SECRETARY/EVP/CLO Officer | 2 | $0 | $1,218,022 | $268,294 |
| G ROBERT VAUGHAN JR | TREASURER/SVP Officer | 0.5 | $0 | $543,489 | $326,337 |
| RALPH ALEE | VICE PRESIDENT Key employee | 50 | $299,573 | $0 | $66,961 |
| KIMBERLY BLAIR | SENIOR DIRECTOR Highest-paid employee | 40 | $159,930 | $0 | $7,982 |
| AMY BRIDGE | OPERATIONS DIRECTOR Highest-paid employee | 40 | $132,375 | $0 | $24,373 |
| TAYLOR ADKINS | PHILANTHROPY DIRECTOR Highest-paid employee | 40 | $148,111 | $0 | $7,985 |
| JULIE SMITH-HAMILTON | ASST. SECRETARY Officer | 0.5 | $0 | $63,772 | $26,601 |
| JAMES HARTLEY | DIRECTOR Trustee or director | 0.5 | $0 | $23,125 | $0 |
| WILLIAM KINGERY JR | DIRECTOR Trustee or director | 0.5 | $0 | $8,400 | $0 |
| ROBERT BENNETT | DIRECTOR/CHAIR Trustee or director, Officer | 1 | $0 | $1,550 | $0 |
| DAWN LONG | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| EDDIE SMITH | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| GEORGE CARTLEDGE JR | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
4 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| J DAVID WINE | DIRECTOR Trustee or director | 0.5 | $0 |
| JAMES HALL JR | DIRECTOR Trustee or director | 0.5 | $0 |
| SANDRA LOVINGUTH PHD | DIRECTOR Trustee or director | 0.5 | $0 |
| STEPHEN MUSSELWHITE | DIRECTOR Trustee or director | 0.5 | $0 |
990 for the year ended September 30, 2024: 20 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Nancy Howell Agee | Director/CEO, Carilion Clinic Trustee or director | 1 | $0 | $3,830,705 | $1,792 |
| Donald Halliwill | Asst. Treasurer Officer | 0.5 | $0 | $1,119,248 | $167,911 |
| Nicholas Conte | Secretary Officer | 2 | $0 | $1,023,717 | $174,893 |
| G Robert Vaughan Jr | Treasurer Officer | 0.5 | $0 | $458,008 | $71,002 |
| Ralph Alee | Vice President Key employee | 50 | $263,084 | $0 | $80,932 |
| Taylor Adkins | Director of Philanthropy Highest-paid employee | 50 | $140,209 | $0 | $13,623 |
| Amy Bridge | Director Foundation Operations Highest-paid employee | 40 | $120,526 | $0 | $17,379 |
| Julie Smith-Hamilton | Asst. Secretary Officer | 0.5 | $0 | $60,728 | $18,375 |
| James Hartley | Director Trustee or director | 0.5 | $0 | $30,000 | $0 |
| Abney Boxley III | Director Trustee or director | 0.5 | $0 | $14,773 | $0 |
| William Kingery Jr | Director Trustee or director | 0.5 | $0 | $10,250 | $0 |
| Robert Bennett | Director/Chair Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Dawn Long | Director Trustee or director | 0.5 | $0 | $0 | $0 |
| Eddie Smith | Director Trustee or director | 0.5 | $0 | $0 | $0 |
| George Cartledge Jr | Director Trustee or director | 0.5 | $0 | $0 | $0 |
| J David Wine | Director Trustee or director | 0.5 | $0 | $0 | $0 |
| James Hall Jr | Director Trustee or director | 0.5 | $0 | $0 | $0 |
| Kimberly Blair | Director Trustee or director | 0.5 | $0 | $0 | $0 |
| Sandra Lovinguth PhD | Director Trustee or director | 0.5 | $0 | $0 | $0 |
| Stephen Musselwhite | Director Trustee or director | 0.5 | $0 | $0 | $0 |
990 for the year ended September 30, 2023: 18 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Nancy Howell Agee | Director/CEO, Carilion Clinic Trustee or director | 1 | $0 | $2,186,283 | $1,001,688 |
| Nicholas Conte | Secretary Officer | 2 | $0 | $817,822 | $83,882 |
| Donald Halliwill | Asst. Treasurer Officer | 0.5 | $0 | $988,973 | -$138,321 |
| Ralph Alee | Vice President Key employee | 50 | $241,831 | $0 | $16,742 |
| G Robert Vaughan Jr | Treasurer Officer | 0.5 | $0 | $409,821 | -$254,014 |
| Taylor Adkins | Director of Philanthropy Highest-paid employee | 50 | $141,051 | $0 | $6,010 |
| Katherine Strickland | Chief Development Officer Key employee | 50 | $172,243 | $0 | -$31,825 |
| James Hartley | Director Trustee or director | 0.5 | $0 | $23,000 | $0 |
| William Kingery Jr | Director Trustee or director | 0.5 | $0 | $11,825 | $0 |
| Abney Boxley III | Director Trustee or director | 0.5 | $0 | $11,248 | $0 |
| Robert Bennett | Director/Chair Trustee or director, Officer | 1 | $0 | $0 | $0 |
| George Cartledge Jr | Director Trustee or director | 0.5 | $0 | $0 | $0 |
| J David Wine | Director Trustee or director | 0.5 | $0 | $0 | $0 |
| James Hall Jr | Director Trustee or director | 0.5 | $0 | $0 | $0 |
| Kimberly Blair | Director Trustee or director | 0.5 | $0 | $0 | $0 |
| Sandra Lovinguth PhD | Director Trustee or director | 0.5 | $0 | $0 | $0 |
| Stephen Musselwhite | Director Trustee or director | 0.5 | $0 | $0 | $0 |
| Virginia Jarrett | Director Trustee or director | 0.5 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 12385, ROANOKE, VA 24025-2385
- Principal officer (990 for 2024)
- RALPH ALEE, PO BOX 12385, ROANOKE, VA 240252385
- Signed the 990
- G ROBERT VAUGHAN JR, TREASURER
- Phone
- (540) 224-5102
- Website
- WWW.CARILIONFOUNDATION.ORG
- Return prepared by
- FORVIS MAZARS LLP
Mission
OUR MISSION IS TO IMPROVE THE HEALTH OF THE COMMUNITIES SERVED BY CARILION CLINIC THROUGH FUNDRAISING, ASSET MANAGEMENT, GRANTS, PROJECTS, AND RELATED ACTIVITIES TO SUPPORT PATIENT CARE, COMMUNITY NEEDS, MEDICAL RESEARCH, AND CAPITAL NEEDS.
Program accomplishments
- THE CARILION CLINIC FOUNDATION SUPPORTS DEVELOPMENT AND OUTREACH AND SECURES PHILANTHROPIC SUPPORT FOR CARILION CLINIC'S 7 HOSPITALS AND MULTIPLE CLINIC SITES. GIFTS TO THE FOUNDATION SUPPORT CARILION CLINIC'S PATIENT CARE, COMMUNITY OUTREACH, MEDICAL RESEARCH AND CAPITAL NEEDS.Expenses $2,352,986 · grants $1,673,250 · revenue $2,099,747
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
- 54-1190773
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1982
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E22)
- Assets (IRS master file)
- $85,331,508
- Income (IRS master file)
- $17,181,841
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $15,481,894 | $4,349,028 | $85,331,508 | XML |
| 990-T | September 2025 | – | – | – | IRS |
| 990 | September 2024 | $13,111,687 | $3,371,088 | $72,379,968 | XML |
| 990-T | September 2024 | – | – | – | IRS |
| 990 | September 2023 | $7,219,421 | $2,703,221 | $58,873,163 | XML |
| 990-T | September 2023 | – | – | – | IRS |
| 990 | September 2022 | $9,171,220 | $2,715,970 | $51,141,669 | 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 54-1190773).
Questions about CARILION CLINIC FOUNDATION
- What is the EIN of CARILION CLINIC FOUNDATION?
- The employer identification number (EIN) of CARILION CLINIC FOUNDATION is 54-1190773.
- Is CARILION CLINIC FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1982.
- Are donations to CARILION CLINIC FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does CARILION CLINIC FOUNDATION 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 FOUNDATION 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 FOUNDATION 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 FOUNDATION?
- The 990 for the year ended September 30, 2025 names RALPH ALEE.
- Who are the officers and directors of CARILION CLINIC FOUNDATION?
- The 990 for the year ended September 30, 2025 lists 19 people; 4 received compensation from the organization.
- How much revenue does CARILION CLINIC FOUNDATION have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $15,481,894, expenses of $4,349,028 and total assets of $85,331,508 at year end.
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