Nonprofit · EIN 54-1190879
CARILION SERVICES INC
Tax-exempt · ROANOKE, VA 24025
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $514,313,784 | $497,080,573 | $17,233,211 | $1,344,668,732 | $214,678,957 | $1,129,989,775 |
| September 30, 2024 | 990 | $427,070,951 | $412,141,678 | $14,929,273 | $1,225,982,731 | $198,297,807 | $1,027,684,924 |
| September 30, 2023 | 990 | $382,602,553 | $376,025,019 | $6,577,534 | $1,131,010,157 | $156,899,481 | $974,110,676 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $149,447
- of which government grants
- $100,697
- Program service revenue
- $492,607,012
- Investment income
- $19,942,441
- Net gain from sales of assets
- $15,278,335
- Other revenue
- $1,614,884
Expenses
- Grants and similar amounts paid
- $15,730
- Compensation of officers, directors and key employees
- $8,586,747
- Other salaries and wages
- $176,973,139
- Salaries, compensation and benefits (total)
- $229,323,893
- Professional fundraising fees
- $0
- Legal fees
- $2,193,033
- Accounting fees
- $550,916
- Occupancy
- $13,661,231
- Travel
- $1,042,748
- Depreciation
- $9,209,691
- Program services (functional)
- $381,805,547
- Management and general (functional)
- $115,275,026
Balance sheet and other
- Total assets, start of year
- $1,225,982,731
- Total assets, end of year
- $1,344,668,732
- Total liabilities, end of year
- $214,678,957
- Net assets, end of year
- $1,129,989,775
- Land, buildings and equipment
- $19,899,295
- Publicly traded securities
- $139,044,297
- Net assets without donor restrictions
- $1,129,989,775
- Gross unrelated business income
- -$11,566
- Gross receipts
- $548,293,788
- Employees
- 2,915
- Volunteers
- 0
- 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 | CEO EMERITUS, CARILION CLINIC Former | 24 | $2,565,963 | $0 | $17,888 |
| STEVEN ARNER | PRESIDENT/CEO-CARILION CLINIC Trustee or director, Officer | 28.5 | $1,715,344 | $0 | $489,922 |
| DONALD HALLIWILL | DIRECTOR/ASST. TREASURER/EVP/CFO Trustee or director, Officer | 42.5 | $1,309,012 | $0 | $407,205 |
| JEANNE ARMENTROUT | DIRECTOR/EVP/CAO Trustee or director | 46 | $1,224,529 | $0 | $335,912 |
| NICHOLAS CONTE | SECRETARY/EVP/CLO Officer | 34 | $1,218,022 | $0 | $268,294 |
| R TONY SEUPAUL MD | CHIEF PHYSICIAN EXECUTIVE/EVP Highest-paid employee | 0 | $926,859 | $22,924 | $161,937 |
| DONNA LITTLEPAGE | SENIOR VICE PRESIDENT Highest-paid employee | 50 | $860,289 | $0 | $16,059 |
| R KEITH PERRY | SENIOR VICE PRESIDENT/CIO Key employee | 50 | $698,487 | $0 | $176,437 |
| G ROBERT VAUGHAN JR | DIRECTOR/TREASURER/SVP Trustee or director, Officer | 44.5 | $543,489 | $0 | $326,337 |
| PAUL HUDGINS | SENIOR VICE PRESIDENT/CHRO Key employee | 50 | $652,087 | $0 | $181,753 |
| STEPHEN MORGAN MD | SENIOR VICE PRESIDENT/CMIO Highest-paid employee | 50 | $546,354 | $0 | $286,530 |
| FRED GREEAR | VICE PRESIDENT / CIO Highest-paid employee | 50 | $627,478 | $0 | $113,554 |
| NATHANIEL BISHOP DMIN | SENIOR VICE PRESIDENT Highest-paid employee | 48.8 | $548,774 | $0 | $1,911 |
| MATTHEW BARR | VP, SUPPORT SERVICES Key employee | 48.8 | $364,277 | $0 | $74,409 |
| J HARRISON LAPUASA | ASST. TREASURER Officer | 36.5 | $117,661 | $0 | $9,745 |
1 more people on this return
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JULIE SMITH-HAMILTON | ASST. SECRETARY Officer | 36 | $63,772 | $26,601 |
990 for the year ended September 30, 2024: 17 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Nancy Howell Agee | Director/President/CEO, Carilion Clinic Trustee or director, Officer | 39 | $3,830,705 | $1,792 |
| Steven Arner | Vice President/COO, Carilion Clinic Officer | 0 | $1,410,192 | $209,618 |
| Donald Halliwill | Director/Asst. Treasurer Trustee or director, Officer | 42.5 | $1,119,248 | $167,911 |
| Nicholas Conte | Secretary Officer | 34 | $1,023,717 | $174,893 |
| Jeanne Armentrout | Director Trustee or director | 46 | $1,093,617 | $47,026 |
| Stephen Morgan MD | Senior Vice President/CMIO Highest-paid employee | 50 | $704,037 | $82,804 |
| Fred Greear | Vice President Highest-paid employee | 50 | $572,943 | $177,036 |
| R Keith Perry | Senior Vice President/CIO Key employee | 50 | $595,777 | $88,226 |
| Paul Hudgins | Senior Vice President/CHRO Key employee | 50 | $566,125 | $111,355 |
| G Robert Vaughan Jr | Director/Treasurer/SVP Trustee or director, Officer | 44.5 | $458,008 | $71,002 |
| Donna Littlepage | Senior Vice President Highest-paid employee | 50 | $417,109 | $77,483 |
| Tom Hill | Senior Vice President Highest-paid employee | 50 | $437,104 | $43,434 |
| Nathaniel Bishop DMin | Senior Vice President Highest-paid employee | 50 | $405,958 | $4,086 |
| Matthew Barr | VP Accounting Services/Revenue Cycle Key employee | 50 | $344,943 | $31,993 |
| David Hagadorn | Former Officer Former | 0 | $159,104 | $25,072 |
| Julie Smith-Hamilton | Asst. Secretary Officer | 36 | $60,728 | $18,375 |
| J Harrison Lapuasa | Asst. Treasurer Officer | 36.5 | $34,109 | -$1,202 |
990 for the year ended September 30, 2023: 15 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Nancy Howell Agee | Director/President/CEO, Carilion Clinic Trustee or director, Officer | 29 | $2,186,283 | $0 | $1,001,688 |
| Patrice Weiss MD | Former EVP Highest-paid employee | 0 | $2,390,863 | $1,223 | -$147,548 |
| Jeanne Armentrout | Director Trustee or director | 46 | $1,651,534 | $0 | -$389,619 |
| Steven Arner | COO, Carilion Clinic Highest-paid employee | 0 | $1,120,207 | $0 | -$113,754 |
| Nicholas Conte | Secretary Officer | 34 | $817,822 | $0 | $83,882 |
| Donald Halliwill | Director/Asst. Treasurer Trustee or director, Officer | 42.5 | $988,973 | $0 | -$138,321 |
| Paul Hudgins | Senior Vice President/CHRO Key employee | 50 | $479,258 | $0 | $42,185 |
| R Keith Perry | Senior Vice President/CIO Key employee | 50 | $513,498 | $0 | -$3,706 |
| Fred Greear | Vice President / CIO Highest-paid employee | 50 | $490,459 | $0 | -$39,038 |
| Matthew Barr | VICE PRESIDENT Key employee | 50 | $276,566 | $0 | -$1,557 |
| Stephen Morgan MD | Senior Vice President/CMIO Highest-paid employee | 50 | $460,097 | $0 | -$194,802 |
| Nathaniel Bishop DMin | Senior Vice President Highest-paid employee | 48.8 | $404,202 | $0 | -$235,927 |
| G Robert Vaughan Jr | Director/Treasurer/SVP Trustee or director, Officer | 44.5 | $409,821 | $0 | -$254,014 |
| Julie Smith-Hamilton | Asst. Secretary Officer | 46.5 | $61,128 | $0 | $12,403 |
| David Hagadorn | Asst. Treasurer Officer | 46.5 | $160,104 | $0 | -$121,301 |
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
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 $381,805,547 · grants $15,730 · revenue $494,221,896
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
- 54-1190879
- 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 (E210)
- Assets (IRS master file)
- $1,344,668,732
- Income (IRS master file)
- $548,293,788
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $514,313,784 | $497,080,573 | $1,344,668,732 | XML |
| 990-T | September 2025 | – | – | – | IRS |
| 990 | September 2024 | $427,070,951 | $412,141,678 | $1,225,982,731 | XML |
| 990-T | September 2024 | – | – | – | IRS |
| 990 | September 2023 | $382,602,553 | $376,025,019 | $1,131,010,157 | XML |
| 990-T | September 2023 | – | – | – | IRS |
| 990 | September 2022 | $379,747,521 | $377,095,243 | $995,517,464 | 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 54-1190879).
Questions about CARILION SERVICES INC
- What is the EIN of CARILION SERVICES INC?
- The employer identification number (EIN) of CARILION SERVICES INC is 54-1190879.
- Is CARILION SERVICES INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1982.
- Are donations to CARILION SERVICES INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does CARILION SERVICES INC 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 SERVICES INC 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 SERVICES INC 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 SERVICES INC?
- The 990 for the year ended September 30, 2025 names STEVE ARNER.
- Who are the officers and directors of CARILION SERVICES INC?
- The 990 for the year ended September 30, 2025 lists 16 people; 16 received compensation from the organization, the highest $2,565,963 (NANCY HOWELL AGEE, CEO EMERITUS, CARILION CLINIC).
- How much revenue does CARILION SERVICES INC have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $514,313,784, expenses of $497,080,573 and total assets of $1,344,668,732 at year end.
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