2011-08-15T15:52:15-00:00 2010-09-30 Deloitte Tax LLP 424 Church Street Nashville TN 37027 990 2009-10-01 540566100 Bedford Memorial Hospital BEDF 5402245112 PO Box 12385 Roanoke VA 240252385 Donald Lorton 2011-08-15 true Francis Bedard 6152591811 2011-08-12 2009 2016-02-24 21:20:13Z William Flattery PO Box 12385 Roanoke VA 24025 38713799 false X www.carilion.com X 1957 VA See Schedule O 16 5 437 127 0 70283 102896 34704503 34212903 -739085 351155 607998 545440 34643699 35212394 0 0 16437331 0 0 34244595 19156282 34244595 35593613 399104 -381219 27920936 27378215 16807752 16946302 11113184 10431913 See Schedule O false false 31527766 34268647 See Schedule O. 31527766 true true false true false false false false false true true true false false false false false false false false true false false true true false false false false false false false false false false false false false false false true false false false true 0 0 true 437 true false true CA CJ EI UK false false false false false false false 16 5 false true false false true true true true true false false true true true true true true true true false VA X X The Corporation 5402245112 213 S Jefferson Street Roanoke VA 240111331 David Adams 002.00 X 0 0 0 Lewis Addison 002.00 X 0 0 0 George Dawson 002.00 X 0 0 0 Patsy Dooley 002.00 X 0 0 0 Carolyn Jacques 002.00 X 0 0 0 Tom Jividen 002.00 X 0 0 0 G C Luck Jr 002.00 X 0 0 0 Eugene Lowe MD 040.00 X 0 176545 39124 Donna Littlepage 040.00 X 0 240698 115996 John Mack 002.00 X 0 0 0 Curtis Mills Jr 040.00 X 0 260456 270576 Edward Murphy MD 040.00 X 0 1328088 805186 Guy Murray Jr 002.00 X 0 0 0 Melina Perdue 040.00 X 0 265630 154608 Rayburn Thompson 040.00 X 0 439191 183089 Consuela Woods 002.00 X 0 0 0 David Allgood MD 002.00 X 0 0 0 Donald Creech 040.00 X 0 283345 66289 Paul Davenport 040.00 X 0 120514 33293 John Bond 002.00 X X 0 0 0 Linda Beahm MD 002.00 X 0 0 0 William Flattery 040.00 X X 216400 0 41606 Donald Lorton 040.00 X X 0 545546 565924 Phillip Gruber 040.00 X 127549 0 57045 Georgiann Watts 040.00 X 108826 0 75950 452775 3660013 2408686 2 false true false Heritage Healthcare 536 Old Howell Road Greenville SC 29615 Physical Therapy Services 354527 Foodservice Partners of VA 2823 Franklin Road Bldg B Roanoke VA 24014 Food service 146496 GE Medical Systems 5517 Collections Center Dr Chicago IL 60693 Equipment maintenance 139681 Cardinal Health 1330 Enclave Pkwy Houston TX 77077 Equipment maintenance 137383 Computer Programs and Systems 6600 Wall St Mobile AL 36695 Software Maintenance 126273 5 73813 29083 102896 Net Patient Service Revenues 900099 34212903 34212903 34212903 -72963 -72963 2 2 447157 447157 447157 447157 3925521 3501405 424116 424116 424116 Cafeteria 900099 42539 42539 Miscellaneous 900099 32191 32191 Other Revenue 900099 23553 23553 98283 35212394 34268647 840851 0 0 0 0 221508 221508 0 13254141 12811375 442766 555476 555476 1440656 1341005 99651 965550 965550 884592 884592 38485 38485 28600 28600 5737 5737 24055 24055 4250362 3910599 339763 63076 58282 4794 3542690 3466103 76587 272869 271348 1521 0 912447 845860 66587 61725 49103 12622 0 0 380660 380660 0 1613902 1613902 412408 238796 173612 Bad Debt 4721211 4721211 Practice Subsidy 1761879 1761879 Dues Subscriptions 78065 7208 70857 Miscellaneous 19572 1726 17846 Other expenses 83947 62317 21630 0 35593613 31527766 4065847 0 1620 1620 544478 701787 4722827 4281511 178075 126220 37670949 26560251 12073589 11110698 6258344 6758553 4007785 4285446 134218 112380 27920936 27378215 3587808 3776886 38939 20277 9165072 8705319 4015933 4443820 16807752 16946302 X 11107958 10426873 5226 5040 11113184 10431913 27920936 27378215 X false true true X X 0.00000 0.00000 0.00000 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false false true 5737 5737 false II-B 1i Portion of dues paid to American Hospital Assn., Virginia Hospital and Healthcare Assn. and other healthcare related organizations spent on lobbying. false 476378 476378 19068616 10722202 8346414 24189 24189 17800233 15551296 2248937 301533 262564 38969 11110698 4285446 F 4285446 2005 Fixed Swap Unreal Losses 2005 Fixed Payor Swap Unreal 597903 2005 Fixed Payor Swap Accrued Qualifed Pension Liability 3845917 4443820 35212394 35593613 -381219 -8377 -291675 -300052 -681271 35204018 1 1 35204017 8377 8377 35212394 35885288 291675 291675 35593613 35593613 XI Unrealized loss on investments of 8,377. XI 8 Adjustment for pension of 291,675 XII 3a Rounding of 1. XII 4b Unrealized loss on investments of 8,377. XIII 4d Adjustment for pension of 291,675 true true X true X true X true true false true true 1241739 1241739 0.03990 5743739 4759693 984046 0.03170 6985478 4759693 2225785 0.07160 224 6709 85880 6647 79233 0.00250 8 232 6921 6921 0.00020 10 268 17273 17273 0.00060 242 7209 110074 6647 103427 0.00330 242 7209 7095552 4766340 2329212 0.07490 9 149 1188 1188 15 811 2612 2612 0.00010 2 16 112 112 5 50 789 789 21 275 1171 1171 2 150 8520 8520 0.00030 54 1451 14392 14392 0.00040 false 1610713 642204 8646685 8386770 259915 X true true Bedford Memorial Hospital

1613 Oakwood Street Bedford VA 24523

X X X Oakwood manor

1613 Oakwood Street Bedford VA 24523

Nuirsing home Bedford Adult Day Center

1617 Oakwood Street Bedford VA 24523

Adult day care Blue Ridge Cardiovascular

37 Laymantown Road Troutville VA 24175

Cardiovascular testing Huddleston Cardiovascular

10102 Leesville Road Lynch Station VA 24571

Cardiovascular testing N/A Carilion Clinic, a 50 member of the Hospital, includes the community benefit report for the Hospital in a system-wide report. Ratio of cost-to-charges was used to calculate the expense. N/A Bad debt expense substracted from total expenses for the calculation is 4,721,211. The audited financial statements footnote on bad debt states an allowance of uncollectible accounts is recorded based on historical bad debt experience and managements evaluation of the collectibility of the accounts receivable. Balances are written off after all reasonable collection efforts have been made. The bad debt expense reported on line 2 was calculated using the cost-to-charges ratio applied to the provision for bad debt reported in the financial statements. The estimated amount of bad debt expense, reported on line 3, attributable to patients eligible for charity care was determined using external credit reporting data to identify the patients that were eligible and applying the cost-to-charges ratio to the charges of the patients so identified. Sufficient information was not available to make a definitive determination of their eligibility. Patient account balances are reduced by discounts allowed and payments. Medicare allowable costs are determined from the Medicare cost report using the cost-to-charges ratio. The Hospital does not consider a Medicare shortfall as a community. benefit. When an uninsured self pay patient registers for medically necessary services, the patients account is electronically marked as being potentially eligible for charity care. Carilion Clinics Eligibility Assistance Services EAS screens the patient to determine if charity care is appropriate. The patient must apply for all entitlement programs for which he or she may be eligible i.e. Medicaid, Social Security Disability, etc. EAS assists the patient with the applications. If the patient does not qualify for one of the programs then the Federal Proverty Guidelines FPG are used to determine eligibility for charity care. A patient whose account is less than 1,500 and is at or below 100 of FPG is automically given a 100 discount of their account. For balances greater than 1,500 the patient must complete a Financial Assistance Application and provide appropriate documentation. a sliding scale of discounts is available for patients with incomes up to 400 of FPG. An underinsured patient can apply for charity care. Applications are available at all Patient Access/Registration points, offices of EAS, Carilion Clinics Internet website or by calling for an application. Facilities operated that are not required to be licensed or registered include two cardiovascular testing sites. Bedford Memorial Hospital uses demographic information and data on patients treated to determine community health needs. Additionally, information from public databases compiled on the Virginia Atlas of Community Health website is reviewed for the entire geographic area served by Bedford Memorial Hospital. A formal community health needs assessment is scheduled for completion in compliance with recent guidelines related to quantifying community benefit. The charity care policy is posted in all registration areas. At the time of registration all uninsured self pay patients are given a brochure explaining the charity care policy and how to apply. Also, see comments for Part III line 9b. Bedford Memorial Hospital primarily serves approximately 74,000 residents of Bedford City and County. Bedford encompasses 764 square miles of Piedmont Plateau in the Western Central portion of Virginia and is bordered by the Blue Ridge Mountains to the west, the James River on its northeast and Smith Mountain Lake to the south. The terrain is rolling and hilly with elevations ranging from 800 to 4200 feet above sea level. Bedford Memorial Hospital is a 50-bed hospital that also has 110 long term care and skilled beds. Approximately 10 of children and 20 of adults under age 64 who live in the area served by Bedford Memorial Hospital are uninsured. More than 74 of patients treated at Bedford Memorial Hospital are Medicare or Medicaid beneficiaries. Bedford Memorial Hospital partners with the Bedford Community Health Foundation to support an adult day care center. The Hospital helps with managing this center for the elderly and mentally retarded in a facility adjacent to the hospital. The Center serves Bedford City, Bedford County, and several surrounding counties, and strives to meet the needs of a diverse population. The overall mission is to prevent the premature or unnecessary institutional placement of our elderly and mentally retarded. Bedford Memorial Hospital provides office space for the Bedford Parish Nurse Ministry. This program began as a grass-roots response and is now a nondenominational, independent agency addressing the needs of all senior citizens. Bedford Parish Nurse Ministry is an efficient and cost effective means of improving low income seniors health awareness, healthcare, and access to prescription drugs through professional nurse counsel. Office space is also provided for Bedford Ride, an organization focused on improving the quality of life for Bedford City and County citizens by providing better access to non-emergency medical services through transportation services. Additionally in-kind support was provided to Healthy Bedford, a program of the Bedford Community Health Foundation that provides mammography screening for the poor, school nurses in every public school, therapy for the mentally and physically challenged, care for the elderly, emergency medical services and equipment for the local hospital and in-kind support of Virginia Heart Attack Coalition, a volunteer collaborative organization dedicated to improving care for heart attack patients in Virginia by implementing the American Heart Associations AHA Mission Lifeline guidelines and fostering cooperation and coordination among the Commonwealths STEMI care providers. Guidance and clinical expertise is provided through community Board membership of the following organizations Bedford Christian Free Clinic, a local non-profit providing medical treatment and prescription assistance to residents of Bedford city and Bedford County who are otherwise ineligible to be seen at the local health department Bedford EMS Bedford Hospice House, opening in the summer of 2011 to provide a place where the terminally ill can die peacefully with support and dignity Bedford County Domestic Violence Services, providing access to shelter, information and referral, counseling, and court accompaniment free of charge and Bedford Area Chamber of Commerce, providing leadership programs and opportunities as well as volunteer programs, networking opportunities and other business-building initiatives that focus on the critical priorities of the community to improve economic vitality and quality of life. Bedford Memorial Hospital serves all patients regardless of their ability to pay. The Hospitals governing Board is elected annually and the majority of members are neither employees nor contractors of the Hospital. Medical staff privileges are extended to qualified providers. In addition to clinical care, the hospital works to achieve its mission through the education of health professionals and the community. Any surplus funds are reinvested in new technology, clinical initiatives, education and charitable efforts. This includes providing free, discounted and subsidized care as well as critical medical services that operate at a loss. Bedford Memorial Hospitals Emergency Department has specially trained nurses who deliver immediate crisis intervention to victims of sexual assaults and/or abuse. They offer victims a unique, thorough and objective medical and legal examination, comprised of both a physical examination and forensic evidence collection and documentation. Clinical Forensic Nurse Examiners are the link between the judicial system, law enforcement, community resources, and the laboratories that process the evidence. In addition, they educate colleagues and the community regarding issues and treatment of violence while upholding the mission of their facility. As part of its mission to educate the public about health risks and steps that can be taken to improve health, in 2010 Bedford Memorial Hospital touched more than 6,700 people during 224 events offered throughout the community. Events included health fairs, screenings, and presentations offered at various community locations. Monthly blood pressure and blood glucose screenings are offered at three post offices in the community. These screenings provide an opportunity to educate individuals about improving health and quality of life as well as determining ones risk of developing a chronic illness. Bedford Memorial Hospital is jointly owned by Carilion Clinic and Centra Health. Management is provided by Carilion Clinic, a not-for-profit healthcare organization serving nearly one million people in Virginia through hospitals, outpatient specialty centers and advanced primary care practices. Led by multi-specialty physician teams with a shared philosophy that puts the patient first, Carilion is committed to improving health outcomes for every patient while advancing the quality of care through medical education and research. To advance the coordination of care and quality, an electronic medical record has been implemented in all Carilion Clinic affiliated hospitals and physician practices, allowing physicians to easily and efficiently collaborate through the use of shared patient records. Additional improvements in medical programs and services include a new nationally certified Stroke Alert protocol that speeds lifesaving care to stroke patients the introduction of hypothermia therapy to southwest Virginia for the treatment of cardiac arrest patients certification by the National Committee for Quality Assurance NCQA of 11 Carilion Clinic Family Medicine practices as Patient-Centered Medical Homes, a new model of care designed to keep patients healthy and prevent illness and the introduction of MyChart, an online tool that gives patients secure access to their health information. To advance education of health professionals, Jefferson College of Health Sciences, within Carilion Medical Center, is a professional health sciences college offering the Master of Science in Nursing, Physician Assistant and Occupational Therapy and 10 baccalaureate and associate healthcare programs. As one of few private healthcare colleges in the Southern United States, the students have demonstrated excellent licensure pass rates in professional programs. Approximately 1,000 undergraduate students and 80 graduate students are enrolled annually with 87 receiving some type of financial aid. Through a unique public-private partnership, Virginia Tech and Carilion Clinic recently opened the Virginia Tech Carilion School of Medicine and Research Institute in Roanoke. The School welcomed an inaugural class of 42 students in August 2010. The Research Institute opened in September 2010 with a mission to advance the health of the nation and the world by making major scientific advances in understanding human health and developing new diagnostics, treatments and cures for disorders that limit the quality of life and the realization of full human potential. This is done through biomedical and behavioral research. An additional benefit to the community is Carilion Clinics economic contribution to the region. As the areas largest employer, jobs are provided for nearly 11,000 residents of the region, with a payroll of more than 625 million in 2010. X X true true X X X X X false true false false false false false true false Eugene Lowe MD 160014 19312 -2781 18348 20776 215669 Donna Littlepage 206050 23407 11241 108723 7273 356694 Curtis Mills Jr 225563 25624 9269 260314 10262 531032 7364 Edward Murphy MD 890000 344825 93263 717538 87648 2133274 219561 Melina Perdue 240000 27360 -1730 143483 11125 420238 Rayburn Thompson 350530 39820 48841 162120 20969 622280 49804 Donald Creech 255000 28968 -623 58545 7744 349634 Paul Davenport 113925 6589 31450 1843 153807 William Flattery 191100 21709 3591 30693 10913 258006 Donald Lorton 436800 49620 59126 548892 17032 1111470 55087 Phillip Gruber 108442 19107 44766 12279 184594 Georgiann Watts 109936 -1110 70768 5182 184776 I 7 The organization pays annual bonus compensation to management based on scorecard performance. While the scorecard contains a formula as a basis for determining overall performance, senior managers have discretion to include additional elements in their assessment of managers reporting to them. In addition, for top management, the actual bonus awarded is in the discretion of the Carilion Clinic Compensation Committee, although it is based on the scorecard measures. I 4b Curtis Mills - 46,960, Edward Murphy, MD - 360,623, Rayburn Thompson - 85,182, Donald Lorton - 308,492 Industrial Development Authority of the City of Roanoke VA 541106038 770084ES6 2005-12-12 5790000 Capital Projects , Refunding Series 2002, Cost of Issuance, Bond Insur. false false 5790187 119133 true false true true true true true UBS & Citigroup 0000000027.000000000000 true AIG 0000000000.300000000000 true false true Form 990 VI 6 The organization has two members, Centra Health, a charitable tax-exempt healthcare organization, and Carilion Clinic a charitable tax-exempt healthcare organization. Each member elects one-third of the directors of the organization and the members have certain other reserved powers. Form 990 VI 7a Each member of the organization elects one class of directors representing one-third of the members of the governing body of the organization periodically as terms expire. The members also have the right to remove directors they have elected and fill any vacancies on the board that may occur among their elected directors for any reason. The remaining class of directors came from the local community and these directors elect their own successors. Form 990 VI 7b The members of the organization hold reserved powers with respect to certain enumerated actions, including appointment of CEO, approval of borrowings, budgets, certain types of contracts and strategic plans and amendments of Articles of Incorporation and Bylaws. Approval by the members is required for such actions. In addition to the reserved powers, under the laws of the Commonwealth of Virginia certain extraordinary actions require member approval, such as mergers, consolidations, liquidations and the sale of substantially all of the assets of the organization. Form 990 VI 11 The final Form 990 was emailed or delivered in hard copy to each member of the Board of Directors several days prior to filing and Board members were encouraged to call with any questions they might have. Form 990 VI 12c A Conflict of Interest Questionnaire, along with a copy of the Policy, is sent out annually to all officers, directors and key employees. In addition, such individuals are instructed to inform the organization of potential conflicts which arise during the year. Answers to the Questionnaires are reviewed by the Internal Audit Department. Potential conflicts for officers and key employees are reviewed by an internal Conflict of Interest Committee, which follows up on any potential issues to ensure compliance with all policies of the organization. The answers for Directors are reviewed by the Carilion Clinic Audit and Compliance Committee. In addition, the governing body of the organization is provided with a list of the answers annually to make all Board members aware of potential conflicts in order to ensure compliance with policies on how to handle transactions with Board members Form 990 VI 15a and b This organizations CEO is an employee of Carilion Services, Inc. The CEOs compensation is determined by the Human Resources Department of Carilion Clinic based on the job description, experience of the individual and the results of comparisons to 6 to 8 nationwide third party surveys of compensation. The Board of Directors of the organization and the Board of Directors of Carilion Clinic have to approve the appointment of the CEO. Form 990 VI 19 The organizations governing documents, conflict of interest statement and financial statements are not generally available to the public, but are released from time to time upon request. The Articles of Incorporation are available from the Virginia State Corporation Commission. The consolidated audited financial statements of Carilion Clinic and of the Obligated Group are released annually to the local newspaper. Limited financial information is available on our web site. Form 990 XI 2 The organizations financial statements were audited on a consolidated basis as part of Carilion Clinic as well as on a separate basis.. Form 990 I 1 The mission of Bedford Memorial Hospital, a partnership between Centra and Carilion Clinic, is to improve the health of the community it serves. The hospital provides inpatient and outpatient surgery, and emergency, geriatric and rehabilitative services Form 990 III 1 The mission of Bedford Memorial Hospital, a partnership between Centra and Carilion Clinic, is to improve the health of the community it serves. The hospital provides inpatient and outpatient surgery, and emergency, geriatric and rehabilitative services. In addition to clinical care, the hospital works to achieve it mission through the education of health professionals and the community. Form 990 III 4a Bedford Memorial Hospital exists to serve the health care needs of its community, regardless of patient ability to pay. Bedfords acute hospital admitted 1,655 patients and provided 5,295 days of care during the year. Hospital programs include provision of nursing care extensive outpatient and inpatient surgical and endoscopic services and diagnostic imaging services including CT, MRI, and mammography. Bedford Memorial is also home to Oakwood Manor, a long-term care facility providing 37,340 days of skilled and intermediate care. Bedford provides a number of services targeting the specific health needs of its population, including diabetes management home health and hospice physical, speech, and occupational therapy programs an adult day care center and cardiac and respiratory rehab. Form 990 III 4a contd Bedford also provides an emergency department with 24-hour care, emergency transportation, and a chest pain and stroke program. With 15,517 visits, Bedfords emergency department services are a critical component of the health safety net in its service area, acting as a key health provider for a significant number of uninsured patients, who comprise 22 percent of ED visits. Bedford supports community screenings and education on chronic disease prevention and management, sponsoring 224 events touching over 6,700 people. In furtherance of its mission, Bedford provides extensive uncompensated care. Stated at cost, charity, charity-eligible bad debt, and unreimbursed Medicaid costs for the year exceeded 2.8 million. Form 990 VI 3 Certain management and related services for the organization are provided by the management and employees of Carilion Services, Inc., a related organization and supporting organization of the organization. Carilion Clinic Foundation PO Box 12385 Roanoke VA 24025 541190773 Supporting organization VA 501c3 11 Type I N/A Carilion Services Inc PO Box 12385 Roanoke VA 24025 541190879 Supporting organization VA 501c3 11 Type I N/A false false false false false false false false false false false true false false true false false false