CARILION SERVICES INC Charity Report

Public IRS 990 nonprofit record

CARILION SERVICES INC

EIN 54-1190879 · Health Care (E210)

What they do

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.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $93.10 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2023The report may be old. Ask for a newer one.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders17 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

89.80%of revenue went to mission work93.1% of expenses · Program services

$80.13spent for every $100 of revenueRevenue covered expenses this year.

6.71%of revenue went to management and office costs6.9% of expenses

$3.26in assets for every $1 spent this yearSome assets cannot be spent right away.

0.1%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $3,832,497 for NANCY HOWELL AGEE (DIRECTOR/PRESIDENT/CEO, CARILION CLINIC). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2023

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$427,070,951

Mission workProgram services$383,502,81989.80% of revenue93.1% of expenses

ManagementOffice and general costs$28,638,8596.71% of revenue6.9% of expenses

FundraisingAsking for donations0.00% of revenue0.0% of expenses

Revenue left after expensesReported annual surplus$14,929,2733.50% of revenueShown in gray on the chart

Total expenses$412,141,67896.50% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2023CurrentExpense mix: 93.1% mission · 6.9% management · 0.0% fundraisingTotal expenses: 96.50% of revenue

2022Expense mix: 93.5% mission · 6.5% management · 0.0% fundraisingTotal expenses: 98.28% of revenue

2021Expense mix: 94.1% mission · 5.9% management · 0.0% fundraisingTotal expenses: 99.30% of revenue

2020Expense mix: 94.1% mission · 5.9% management · 0.0% fundraisingTotal expenses: 98.45% of revenue

2019Expense mix: 93.7% mission · 6.3% management · 0.0% fundraisingTotal expenses: 105.97% of revenue

2018Expense mix: 92.9% mission · 7.0% management · 0.0% fundraisingTotal expenses: 98.06% of revenue

2017Expense mix: 93.8% mission · 6.2% management · 0.0% fundraisingTotal expenses: 99.17% of revenue

2016Expense mix: 93.1% mission · 6.9% management · 0.0% fundraisingTotal expenses: 101.68% of revenue

Money in and money out

Revenue$514,313,784

Expenses$412,141,678

Annual surplus $102,172,106 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$383,502,819 · 93.1% of expenses

Management and office costs$28,638,859 · 6.9% of expenses

See all reported dollar amounts

Revenue$514,313,784

Expenses$412,141,678

Assets$1,344,668,732

Income$548,293,788

Contributions$679,330

Mission work (program services)$383,502,819

Management and general$28,638,859

Executive compensation (total)$6,752,540

Stocks and bonds$154,901,332

Accounting fees$816,445

Investing fees$1,511,799

People

Leadership and board

Tax year 2023

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

NANCY HOWELL AGEEDIRECTOR/PRESIDENT/CEO, CARILION CLINIC · 39 hrs/week $3,832,497Base $3,830,705 · Other $1,792

STEVEN ARNERVICE PRESIDENT/COO, CARILION CLINIC $1,619,810Base $1,410,192 · Other $209,618

DONALD HALLIWILLDIRECTOR/ASST. TREASURER · 42 hrs/week $1,287,159Base $1,119,248 · Other $167,911

NICHOLAS CONTESECRETARY · 34 hrs/week $1,198,610Base $1,023,717 · Other $174,893

JEANNE ARMENTROUTDIRECTOR · 46 hrs/week $1,140,643Base $1,093,617 · Other $47,026

STEPHEN MORGAN MDSENIOR VICE PRESIDENT/CMIO · 50 hrs/week $786,841Base $704,037 · Other $82,804

FRED GREEARVICE PRESIDENT · 50 hrs/week $749,979Base $572,943 · Other $177,036

R KEITH PERRYSENIOR VICE PRESIDENT/CIO · 50 hrs/week $684,003Base $595,777 · Other $88,226

PAUL HUDGINSSENIOR VICE PRESIDENT/CHRO · 50 hrs/week $677,480Base $566,125 · Other $111,355

G ROBERT VAUGHAN JRDIRECTOR/TREASURER/SVP · 44 hrs/week $529,010Base $458,008 · Other $71,002

DONNA LITTLEPAGESENIOR VICE PRESIDENT · 50 hrs/week $494,592Base $417,109 · Other $77,483

TOM HILLSENIOR VICE PRESIDENT · 50 hrs/week $480,538Base $437,104 · Other $43,434

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (17)

NANCY HOWELL AGEEDIRECTOR/PRESIDENT/CEO, CARILION CLINIC

STEVEN ARNERVICE PRESIDENT/COO, CARILION CLINIC

DONALD HALLIWILLDIRECTOR/ASST. TREASURER

NICHOLAS CONTESECRETARY

JEANNE ARMENTROUTDIRECTOR

STEPHEN MORGAN MDSENIOR VICE PRESIDENT/CMIO

FRED GREEARVICE PRESIDENT

R KEITH PERRYSENIOR VICE PRESIDENT/CIO

PAUL HUDGINSSENIOR VICE PRESIDENT/CHRO

G ROBERT VAUGHAN JRDIRECTOR/TREASURER/SVP

DONNA LITTLEPAGESENIOR VICE PRESIDENT

TOM HILLSENIOR VICE PRESIDENT

NATHANIEL BISHOP DMINSENIOR VICE PRESIDENT

MATTHEW BARRVP ACCOUNTING SERVICES/REVENUE CYCLE

DAVID HAGADORNFORMER OFFICER

JULIE SMITH-HAMILTONASST. SECRETARY

J HARRISON LAPUASAASST. TREASURER

About this charity

Recognized since: January 1982
Location: PO BOX 12385, ROANOKE, VA 24025-2385
County: Roanoke (city)
In care of: G ROBERT VAUGHAN JR
Primary officer: G ROBERT VAUGHAN JR, TREASURER

How to reach them

WebsiteVisit the charity’s website Phone(540) 224-5102

Filing and classification

Latest tax year: 2023
Tax period began: October 1, 2023
Return type: 990
Tax preparer: FORVIS MAZARS LLP
NTEE classification: Health Care (E210)
IRS tax category: General Medical and Surgical Hospitals

CARILION SERVICES INC

CARILION SERVICES INC

What they do

Should I give to this charity?

Basic facts we verified

Money made simple

Ask these three easy questions

Financial picture

How each $100 of revenue was used

Has the pattern changed?

Money in and money out

Reported spending amounts

Leadership and board

People reported as paid

About this charity

How to reach them

Filing and classification

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