SENTARA HEALTH: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization: SENTARA HEALTH (EIN 52-1271901)
Tax period: 2021-01-01 to 2021-12-31
Filed: 2022-11-08
IRS object ID: 202223129349301432
Schema version: 2021v4.2
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule B
Schedule C
Schedule D
Schedule F
Schedule I
Schedule J
Schedule K
Schedule K
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2022-11-08T08:46:04-06:00	ReturnTs
Tax Period End	2021-12-31	TaxPeriodEndDt
Return Type	990	ReturnTypeCd
Tax Period Begin	2021-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	521271901	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	SENTARA HEALTHCARE	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	SENT	BusinessNameControlTxt
Phone	7574557020	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	6015 POPLAR HALL DRIVE	AddressLine1Txt
City	NORFOLK	CityNm
State Abbreviation	VA	StateAbbreviationCd
ZIP	23502	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	ROBERT A BROERMANN	PersonNm
Person Title	EXECUTIVE VP/CFO	PersonTitleTxt
Phone	7574557020	PhoneNum
Signature	2022-11-08	SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	ROBERT	PersonFirstNm
Person Last	BROERMANN	PersonLastNm

Field	Value	IRS element (for citing)
SSN	XXX-XX-XXXX	SSN

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	3	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2021	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	DENNIS A MATHEIS	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	6015 POPLAR HALL DRIVE	AddressLine1Txt
City	NORFOLK	CityNm
State Abbreviation	VA	StateAbbreviationCd
ZIP	23502	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$4,310,144,395	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.SENTARA.COM	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1982	FormationYr
Legal Domicile State	VA	LegalDomicileStateCd
Activity Or Mission	AT SENTARA, WE IMPROVE HEALTH EVERY DAY.	ActivityOrMissionDesc
Voting Members Governing Body	17	VotingMembersGoverningBodyCnt
Voting Members Independent	16	VotingMembersIndependentCnt
Total Employee	770	TotalEmployeeCnt
Total Volunteers	21	TotalVolunteersCnt
Total Gross UBI	$3,863,697	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$488,947	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$25,378,922	PYContributionsGrantsAmt
CY Contributions Grants	$25,066,117	CYContributionsGrantsAmt
PY Program Service Revenue	$154,934,583	PYProgramServiceRevenueAmt
CY Program Service Revenue	$173,083,713	CYProgramServiceRevenueAmt
PY Investment Income	$210,207,416	PYInvestmentIncomeAmt
CY Investment Income	$754,599,033	CYInvestmentIncomeAmt
PY Other Revenue	$81,081,006	PYOtherRevenueAmt
CY Other Revenue	$77,865,675	CYOtherRevenueAmt
PY Total Revenue	$471,601,927	PYTotalRevenueAmt
CY Total Revenue	$1,030,614,538	CYTotalRevenueAmt
PY Grants And Similar Paid	$9,699,348	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$16,856,708	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$114,875,801	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$120,710,931	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$613,100	CYTotalFundraisingExpenseAmt
PY Other Expenses	$58,885,601	PYOtherExpensesAmt
CY Other Expenses	$75,327,434	CYOtherExpensesAmt
PY Total Expenses	$183,460,750	PYTotalExpensesAmt
CY Total Expenses	$212,895,073	CYTotalExpensesAmt
PY Revenues Less Expenses	$288,141,177	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$817,719,465	CYRevenuesLessExpensesAmt
Total Assets BOY	$6,181,127,270	TotalAssetsBOYAmt
Total Assets EOY	$7,353,677,948	TotalAssetsEOYAmt
Total Liabilities BOY	$2,552,050,794	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$2,398,418,043	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$3,629,076,476	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$4,955,259,905	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	WE IMPROVE HEALTH EVERY DAY THROUGH COORDINATING, PROMOTING AND PLANNING FOR THE PROVISION OF HEALTH SERVICES AND THE PROMOTION OF HEALTH, MEDICAL EDUCATION, AND THE SOCIAL, CULTURAL, EDUCATIONAL, AND ECONOMIC DEVELOPMENT OF THE COMMUNITY.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$183,446,009	ExpenseAmt
Grant	$16,856,708	GrantAmt
Revenue	$246,282,708	RevenueAmt
Desc	SEE SCHEDULE O.	Desc
Total Program Service Expenses	$183,446,009	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	Yes (1)	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	Yes (1)	LobbyingActivitiesInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	0	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Donor Rstr Or Quasi Endowments	Yes (1)	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	Yes (1)	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	Yes (1)	ReportOtherAssetsInd
Report Other Liabilities	Yes (1)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	0	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	0	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	Yes (1)	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	Yes (1)	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	0	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	Yes (1)	GrantsToOrganizationsInd
Grants To Individuals	0	GrantsToIndividualsInd
Schedule J Required	Yes (1)	ScheduleJRequiredInd
Tax Exempt Bonds	Yes (1)	TaxExemptBondsInd
Invest Tax Exempt Bonds	0	InvestTaxExemptBondsInd
Escrow Account	0	EscrowAccountInd
On Behalf Of Issuer	0	OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	0	PYExcessBenefitTransInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	0	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	0	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	0	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	Yes (1)	DisregardedEntityInd
Related Entity	Yes (1)	RelatedEntityInd
Related Organization Ctrl Ent	Yes (1)	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	Yes (1)	TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	Yes (1)	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	227	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	770	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	Yes (1)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (1)	Form990TFiledInd
Foreign Financial Account	Yes (1)	ForeignFinancialAccountInd
Foreign Country	CJ	ForeignCountryCd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	0	QuidProQuoContributionsInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	Yes (1)	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	0	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	17	GoverningBodyVotingMembersCnt
Independent Voting Member	16	IndependentVotingMemberCnt
Family Or Business Rln	Yes (1)	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	0	MembersOrStockholdersInd
Election Of Board Members	0	ElectionOfBoardMembersInd
Decisions Subject To Approva	0	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (1)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (1)	CompensationProcessCEOInd
Compensation Process Other	Yes (1)	CompensationProcessOtherInd
Investment In Joint Venture	Yes (1)	InvestmentInJointVentureInd
Written Policy Or Procedure	Yes (1)	WrittenPolicyOrProcedureInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	CORPORATE OFFICERS	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	7574557020	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	6015 POPLAR HALL DR	AddressLine1Txt
City	NORFOLK	CityNm
State Abbreviation	VA	StateAbbreviationCd
ZIP	23502	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (34 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Key EmployeeKeyEmployeeInd	Highest Compensated EmployeeHighestCompensatedEmployeeInd	Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
HOWARD P KERN
PRES/CEO/EX-EFFICIO DIRECTOR	40.00	9.00	Yes (X)	Yes (X)	$30,180,034	$0	$3,041,889
J LES HALL
DIRECTOR	3.80	2.10	Yes (X)		$0	$0	$0
JOHN AGOLA
DIRECTOR	3.00	0.10	Yes (X)		$0	$0	$0
GILBERT BLAND
DIRECTOR	4.40	0.10	Yes (X)		$40,000	$0	$0
JOSEPH K FUNKHOUSER II
DIRECTOR	3.30	1.50	Yes (X)		$40,000	$0	$0
ANN E C HOMAN
DIRECTOR	3.00	0.10	Yes (X)		$40,000	$0	$0
L ALLAN PARROTT JR
DIRECTOR/VICE CHAIR	4.50	0.10	Yes (X)	Yes (X)	$45,000	$0	$0
JEFFERY O SMITH ED D
DIRECTOR	3.80	1.10	Yes (X)		$40,000	$0	$0
CAROL C THOMAS
DIRECTOR	3.80	2.10	Yes (X)		$40,000	$0	$0
MARION WALL
DIRECTOR	3.80	0.10	Yes (X)		$0	$0	$0
PETER BROOKS
DIRECTOR	3.60	0.10	Yes (X)		$40,000	$0	$0
EDWARD GEORGE MD
DIRECTOR	3.30	0.10	Yes (X)		$40,000	$0	$0
WHITNEY RG SAUNDERS
DIRECTOR	4.10	0.10	Yes (X)		$45,000	$0	$0
DIAN T CALDERONE
DIRECTOR/CHAIR	4.40	0.10	Yes (X)	Yes (X)	$50,000	$0	$0
HENRY U HARRIS III
DIRECTOR	3.00	0.10	Yes (X)		$45,000	$0	$0
E RAY MURPHY
DIRECTOR	3.80	1.10	Yes (X)		$45,000	$0	$0
WILLIAM R ERMATINGER
DIRECTOR	3.00	0.00	Yes (X)		$0	$0	$0
LT GEN FRANCES C WILSON EDD
DIRECTOR	3.30	0.00	Yes (X)		$10,000	$0	$0
ROBERT A BROERMANN
CFO/EVP	40.00	11.00		Yes (X)	$2,171,787	$0	$55,654
MICHAEL V GENTRY
COO/EVP	40.00	10.00		Yes (X)	$1,912,697	$0	$552,158
LOUIS PATALANO IV
SECRETARY (THROUGH 9/25/2021)	40.00	10.00		Yes (X)	$1,141,330	$0	$75,182
AUBREY L LAYNE
SECRETARY (EFFECTIVE 11/16/2021)	40.00	1.00		Yes (X)	$500,086	$0	$57,439
JORDAN R ASHER MD
KE (EVP & CHIEF PHYSICIAN EXEC)	40.00	3.00			$1,603,621	$0	$187,138	Yes (X)
BECKY C SAWYER
KE (EVP & CPO)	40.00	1.00			$1,258,562	$0	$166,035	Yes (X)
PHYLLIS S ANDERSON
KE (SVP & CHIEF MARKETING OFFICER)	40.00	0.00			$1,142,970	$0	$83,649	Yes (X)
MELINDA S HANCOCK
KE (SVP & CAO)	40.00	1.00			$450,002	$0	$42,754	Yes (X)
MEGAN R PERRY
SVP & CHIEF STRATEGY OFFICER	40.00	1.40			$1,739,461	$0	$31,360		Yes (X)
GRACE R HINES
CVP, SYSTEM INTERGRATION	40.00	0.00			$718,006	$0	$77,248		Yes (X)
RHONDA A MILLER
VP, REVENUE CYCLE	40.00	0.00			$560,637	$0	$56,799		Yes (X)
EDWARD L TORCOM
VP, MANAGED CARE CONTRACTING	40.00	0.00			$553,713	$0	$56,565		Yes (X)
STEPHANIE K SCHNITTGER
VP, CORP FINANCE	40.00	1.00			$546,554	$0	$92,727		Yes (X)
SAMUEL J HAWLEY
FORMER OFFICER	40.00	6.00			$283,751	$0	$43,405			Yes (X)
MICHAEL V TAYLOR
FORMER KE	16.00	0.00			$134,476	$0	$47,678			Yes (X)
VICKY G GRAY
FORMER KE	0.00	0.00			$116,060	$0	$0			Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$45,533,747	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$4,667,680	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	241	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	Yes (1)	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (1)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
PMA COMPANIES
PO BOX 824857	PHILADELPHIA	PA	19182	COMMERCIAL INSURANCE UNDERWRITER	$4,736,907
K AND L GATES LLP
222 2ND AVENUE SOUTH	NASHVILLE	TN	37201	LEGAL SERVICES	$2,463,876
PACIFIC INVESTMENT MGMT COMPANY LLC
650 NEWPORT CENTER DRIVE	NEWPORT BEACH	CA	92660	INVESTMENT MGMT FEES	$1,713,369
HIGHLAND ASSOC INC
PO BOX 55469	BIRMINGHAM	AL	322555469	INVESTMENT MGMT FEES	$1,625,000
SULLIVANCOTTER INC
62272 COLLECTIONS CENTER DRIVE	CHICAGO	IL	60693	HEALTHCARE CONSULTING	$1,606,353

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	90	CntrctRcvdGreaterThan100KCnt
Related Organizations	$14,471,075	RelatedOrganizationsAmt
All Other Contributions	$10,595,042	AllOtherContributionsAmt
Total Contributions	$25,066,117	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt
SUPPORT SERVICES	900099	$164,339,592	$162,321,686	$2,017,906
SQCN	900099	$8,744,121	$7,474,902	$1,269,219

Field	Value	IRS element (for citing)
Total Program Service Revenue	$173,083,713	TotalProgramServiceRevenueAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$35,632,585	TotalRevenueColumnAmt
Exclusion	$35,632,585	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$3,998,496,305	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$3,279,529,857	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$718,966,448	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$718,966,448	TotalRevenueColumnAmt
Exclusion	$718,966,448	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EQUITY IN AFFILIATES	900099	$65,699,753	$65,699,753
INTERCO INTEREST CHARGES	900099	$6,646,945	$6,646,945
OTHER	900099	$2,264,434	$2,264,434

Miscellaneous Revenue MiscellaneousRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$3,254,543	TotalRevenueColumnAmt
Related Or Exempt Func Income	$1,874,988	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$576,572	UnrelatedBusinessRevenueAmt
Exclusion	$802,983	ExclusionAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$77,865,675	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,030,614,538	TotalRevenueColumnAmt
Related Or Exempt Func Income	$246,282,708	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$3,863,697	UnrelatedBusinessRevenueAmt
Exclusion	$755,402,016	ExclusionAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part IX	Yes (X)	InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$16,856,708	TotalAmt
Program Services	$16,856,708	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$20,466,448	TotalAmt
Program Services	$17,195,910	ProgramServicesAmt
Management And General	$3,270,538	ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$81,306,891	TotalAmt
Program Services	$68,151,454	ProgramServicesAmt
Management And General	$12,961,917	ManagementAndGeneralAmt
Fundraising	$193,520	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$10,092,604	TotalAmt
Program Services	$8,457,484	ProgramServicesAmt
Management And General	$1,608,553	ManagementAndGeneralAmt
Fundraising	$26,567	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$2,965,555	TotalAmt
Program Services	$2,485,101	ProgramServicesAmt
Management And General	$472,648	ManagementAndGeneralAmt
Fundraising	$7,806	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$5,879,433	TotalAmt
Program Services	$4,927,778	ProgramServicesAmt
Management And General	$937,228	ManagementAndGeneralAmt
Fundraising	$14,427	FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$4,549,731	TotalAmt
Program Services	$3,822,684	ProgramServicesAmt
Management And General	$727,047	ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$6,890,405	TotalAmt
Program Services	$5,789,318	ProgramServicesAmt
Management And General	$1,101,087	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$1,369,427	TotalAmt
Program Services	$1,150,593	ProgramServicesAmt
Management And General	$218,834	ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$71,598	TotalAmt
Program Services	$60,157	ProgramServicesAmt
Management And General	$11,441	ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$7,362,888	TotalAmt
Program Services	$6,186,298	ProgramServicesAmt
Management And General	$1,176,590	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$24,645,483	TotalAmt
Program Services	$22,502,069	ProgramServicesAmt
Management And General	$1,887,055	ManagementAndGeneralAmt
Fundraising	$256,359	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$11,336,037	TotalAmt
Program Services	$9,510,675	ProgramServicesAmt
Management And General	$1,808,862	ManagementAndGeneralAmt
Fundraising	$16,500	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	-$738,448	TotalAmt
Program Services	-$676,497	ProgramServicesAmt
Management And General	-$128,665	ManagementAndGeneralAmt
Fundraising	$66,714	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$2,562,688	TotalAmt
Program Services	$2,153,170	ProgramServicesAmt
Management And General	$409,518	ManagementAndGeneralAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$2,870,720	TotalAmt
Program Services	$2,411,979	ProgramServicesAmt
Management And General	$458,741	ManagementAndGeneralAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$203,499	TotalAmt
Program Services	$170,980	ProgramServicesAmt
Management And General	$32,519	ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$197,230	TotalAmt
Program Services	$165,713	ProgramServicesAmt
Management And General	$31,517	ManagementAndGeneralAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$5,709,276	TotalAmt
Program Services	$4,796,934	ProgramServicesAmt
Management And General	$912,342	ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$724,038	TotalAmt
Program Services	$608,337	ProgramServicesAmt
Management And General	$115,701	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$2,929,136	TotalAmt
Program Services	$2,461,060	ProgramServicesAmt
Management And General	$468,076	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
UNRELATED BUSINESS TAX	-$358,465	-$358,465
PURCHASED & CONTRACTED	$4,615,577	$3,854,651	$733,127	$27,799
MEDICAL SUPPLIES	$2,753,117	$2,753,117
TAXES & LICENSES	$2,614,185	$2,196,438	$417,747

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	-$4,980,688	TotalAmt
Program Services	-$4,187,637	ProgramServicesAmt
Management And General	-$796,459	ManagementAndGeneralAmt
Fundraising	$3,408	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$212,895,073	TotalAmt
Program Services	$183,446,009	ProgramServicesAmt
Management And General	$28,835,964	ManagementAndGeneralAmt
Fundraising	$613,100	FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$756,270,072	BOYAmt
EOY	$911,914,724	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$1,429,583	BOYAmt
EOY	$3,712,621	EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
BOY	$139,918,674	BOYAmt
EOY	$134,478,822	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$6,545,124	BOYAmt
EOY	$8,060,650	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$26,931,278	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$20,737,926	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$6,065,827	BOYAmt
EOY	$6,193,352	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$3,569,460,876	BOYAmt
EOY	$1,408,822,670	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$1,159,331,764	BOYAmt
EOY	$4,402,144,825	EOYAmt

Intangible Assets IntangibleAssetsGrp

Field	Value	IRS element (for citing)
BOY	$7,696,858	BOYAmt
EOY	$5,658,633	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$534,408,492	BOYAmt
EOY	$472,691,651	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$6,181,127,270	BOYAmt
EOY	$7,353,677,948	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$454,667,629	BOYAmt
EOY	$438,741,104	EOYAmt

Grants Payable GrantsPayableGrp

Field	Value	IRS element (for citing)
BOY	$10,737,271	BOYAmt
EOY	$14,305,554	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$1,297,189,855	BOYAmt
EOY	$1,544,795,701	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$789,456,039	BOYAmt
EOY	$400,575,684	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$2,552,050,794	BOYAmt
EOY	$2,398,418,043	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$3,623,211,344	BOYAmt
EOY	$4,939,353,019	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$5,865,132	BOYAmt
EOY	$15,906,886	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$3,629,076,476	BOYAmt
EOY	$4,955,259,905	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$6,181,127,270	BOYAmt
EOY	$7,353,677,948	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$817,719,465	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	-$101,704,635	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$610,168,599	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	Yes (1)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Consolidated Basis Fincl Stmt	Yes (X)	ConsolidatedBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (1)	AuditCommitteeInd
Federal Grant Audit Required	0	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Public Organization170	Yes (X)	PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$39,207,864	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$37,655,127	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$40,603,785	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$25,378,922	CurrentTaxYearMinus1YearAmt
Current Tax Year	$25,066,117	CurrentTaxYearAmt
Total	$167,911,815	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$39,207,864	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$37,655,127	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$40,603,785	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$25,378,922	CurrentTaxYearMinus1YearAmt
Current Tax Year	$25,066,117	CurrentTaxYearAmt
Total	$167,911,815	TotalAmt

Field	Value	IRS element (for citing)
Public Support Total170	$167,911,815	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$24,230,861	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$23,296,836	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$42,595,198	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$26,396,667	CurrentTaxYearMinus1YearAmt
Current Tax Year	$36,437,466	CurrentTaxYearAmt
Total	$152,957,028	TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus3 Years	$810,061	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$1,587,279	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$684,732	CurrentTaxYearMinus1YearAmt
Current Tax Year	$386,268	CurrentTaxYearAmt
Total	$3,468,340	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$324,337,183	TotalSupportAmt
Gross Receipts Rltd Activities	$892,608,383	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.51770	PublicSupportCY170Pct
Public Support PY170	0.55560	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule C IRS990ScheduleC

Field	Value	IRS element (for citing)
Volunteers	0	VolunteersInd
Paid Staff Or Management	Yes (1)	PaidStaffOrManagementInd
Media Advertisements	0	MediaAdvertisementsInd
Mailings Members	Yes (1)	MailingsMembersInd
Publications Or Broadcast	0	PublicationsOrBroadcastInd
Grants Other Organizations	0	GrantsOtherOrganizationsInd
Direct Contact Legislators	Yes (1)	DirectContactLegislatorsInd
Direct Contact Legislators	$51,081	DirectContactLegislatorsAmt
Rallies Demonstrations	Yes (1)	RalliesDemonstrationsInd
Other Activities	Yes (1)	OtherActivitiesInd
Other Activities	$273,285	OtherActivitiesAmt
Total Lobbying Expenditures	$324,366	TotalLobbyingExpendituresAmt
Not Described Section501c3	0	NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART II-B, LINE 1:	FormAndLineReferenceDesc
Explanation	THE ORGANIZATION ENGAGED IN THE DISSEMINATION OF INFORMATION CONCERNING HEALTH CARE LEGISLATION TO EMPLOYEES VIA EMAIL. THE ORGANIZATION IS INVOLVED IN INDIRECT LOBBYING ACTIVITIES THROUGH PAYMENT OF MEMBERSHIP DUES TO VHHA AND AHA. FURTHERMORE, THE ORGANIZATION ENGAGED VECTRE CORPORATION AND OLD DOMINION PUBLIC AFFAIRS LLC TO MONITOR AND PROVIDE CONSULTATION ON FEDERAL, STATE, AND LOCAL HEALTH CARE LEGISLATION.	ExplanationTxt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$104,821,440	BeginningYearBalanceAmt
Contributions	$10,595,042	ContributionsAmt
Investment Earnings Or Losses	$12,076,782	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$199,150	GrantsOrScholarshipsAmt
Administrative Expenses	$610,931	AdministrativeExpensesAmt
End Year Balance	$126,683,183	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$101,895,357	BeginningYearBalanceAmt
Contributions	$2,504,371	ContributionsAmt
Investment Earnings Or Losses	$1,372,060	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$304,500	GrantsOrScholarshipsAmt
Administrative Expenses	$645,848	AdministrativeExpensesAmt
End Year Balance	$104,821,440	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$85,838,156	BeginningYearBalanceAmt
Contributions	$1,120,433	ContributionsAmt
Investment Earnings Or Losses	$16,161,589	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$110,000	GrantsOrScholarshipsAmt
Other Expenditures	$1,114,821	OtherExpendituresAmt
End Year Balance	$101,895,357	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$91,403,333	BeginningYearBalanceAmt
Contributions	$1,133,007	ContributionsAmt
Investment Earnings Or Losses	-$5,709,225	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$210,000	GrantsOrScholarshipsAmt
Other Expenditures	$778,959	OtherExpendituresAmt
End Year Balance	$85,838,156	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$78,955,874	BeginningYearBalanceAmt
Contributions	$760,191	ContributionsAmt
Investment Earnings Or Losses	$12,288,059	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$150,000	GrantsOrScholarshipsAmt
Other Expenditures	$450,791	OtherExpendituresAmt
End Year Balance	$91,403,333	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.87440	BoardDesignatedBalanceEOYPct
Term Endowment Balance EOY	0.12560	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	0	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	0	EndowmentsHeldRelatedOrgInd

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$2,493,820	OtherCostOrOtherBasisAmt
Book Value	$2,493,820	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$5,139,860	OtherCostOrOtherBasisAmt
Depreciation	$4,364,324	DepreciationAmt
Book Value	$775,536	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$228,337	OtherCostOrOtherBasisAmt
Depreciation	$228,337	DepreciationAmt
Book Value	$0	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$17,692,022	OtherCostOrOtherBasisAmt
Depreciation	$15,773,030	DepreciationAmt
Book Value	$1,918,992	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$1,377,239	OtherCostOrOtherBasisAmt
Depreciation	$372,235	DepreciationAmt
Book Value	$1,005,004	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$6,193,352	TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (37 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
APAX X	$13,357,855	F
COLLABORATIVE HEALTH VENTURES V, L.P	$1,407,012	F
GRYPHON PARTNERS V-A, LP	$18,643,674	F
HEALTH ENTERPRISES PARTNERS I, LP	$862,555	F
HEALTH ENTERPRISES PARTNERS II, LP	$1,681,253	F
HEALTH ENTERPRISE PARTNERS III, LP	$2,958,779	F
LEAVITT EQUITY PARTNERS II, LP	$9,391,814	F
OAKTREE PRIVATE INVESTMENT FUND 2012	$19,611,587	F
OAKTREE REAL ESTATE OPPORTUNITIES FUND IV	$57,791	F
OAKTREE REAL ESTATE OPPORTUNITIES FUND V	$269,158	F
OAKTREE PRINCIPAL OPPORTUNITIES FD IV, LP	$847	F
PELOTON EQUITY FUND I, LP	$5,990,935	F
PELOTON EQUITY II, LP	$3,328,480	F
PIMCO BRAVO II FUND	$4,778,183	F
PIMCO CORPORATE OPPORTUNITIES FUND ONSHORE FEEDER, LP	$10,606,846	F
PIMCO CORPORATE OPPORTUNITIES FUND II OFFSHORE FEEDER AIV I, LP	$2,424,826	F
PRIME STORAGE FUND II IDF, LP	$10,638,444	F
SANTE HEALTH VENTURES I, LP	$4,103,220	F
SANTE HEALTH VENTURES II, LP	$2,365,009	F
SANTE HEALTH VENTURES III, LP	$6,559,579	F
SANTE' HEALTH VENTURES IV, LP	$742,383	F
TTCP FUND I, LP	$4,876,006	F
TTCP FUND II, LP	$9,396,889	F
UBS TRUMBULL PROPERTY FUND	$63,954,241	F
UBS TRUMBULL PROPERTY INCOME FUND	$153,558,906	F
VISTA EQUITY PARTNERS FUND VII-A	$22,870,308	F
SOLUS SPC OFFSHORE FUND LTD	$17,375,669	F
EATON VANCE INSTITUTIONAL	$83,087,902	F
HA INTL EQUITY CEF FD CL-A	$168,439,917	F
PINEBRIDGE SENIOR SECURED LOAN UNIT	$82,729,715	F
CAHABA PARTNERS TOTAL RETURN FUND LTD	$209,091,026	F
OTHER	$37,500,000	F
CAHABA PARTNERS TACTICAL EQUITY PROGRAM	$466,996,701	F
CAHABA PARTNERS EQUITY PLUS	$1,444,147,497	F
CAHABA PARTNERS PUBLIC INFLATION HEDGE	$315,585,139	F
CAHABA PARTERNS CORE FIXED INCOME FUND	$1,113,195,414	F
PARTNERS GROUP PRIVATE EQ II (TEI) - CLASS A, LLC	$89,559,265	F

Field	Value	IRS element (for citing)
Total Book Value Securities	$4,402,144,825	TotalBookValueSecuritiesAmt

Other Assets Org OtherAssetsOrgGrp (3 entries)

DescDesc	Book ValueBookValueAmt
OTHER ASSETS	$29,917,482
DUE FROM AFFILIATES	$151,315,617
INVESTMENT IN AFFILIATES	$291,458,552

Field	Value	IRS element (for citing)
Total Book Value Other Assets	$472,691,651	TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)

DescDesc	AmtAmt
DUE TO AFFILIATES	$16,272,780
OTHER LIABILITIES	$23,586,252
RETIREMENT OBLIGATIONS	$298,585,908
SELF-INSURANCE RESERVES	$56,280,423
ROU LIABILITY	$5,850,321

Field	Value	IRS element (for citing)
Total Liability	$400,575,684	TotalLiabilityAmt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART V, LINE 4:	FormAndLineReferenceDesc
Explanation	INTENDED USES OF ENDOWMENT FUND THE BOARD DESIGNATED ENDOWMENT FUND IS SET ASIDE FOR THE SENTARA FOUNDATION'S USE. THE FOUNDATION ASSISTS THE COMMUNITY WITH FILLING THE HEALTH CARE GAPS, DEVELOPING NEW PROGRAMS, AND BUILDING CONSENSUS AROUND CURRENT HEALTH ISSUES. THE TEMPORARILY RESTRICTED ENDOWMENT FUNDS ARE USED PREDOMINANTLY FOR EDUCATION & RESEARCH, HOSPICE HOUSE, HEART FUNDS AND SENTARA'S HOPE FUND, WHICH IS AN EMERGENCY FINANCIAL RESOURCE FOR SENTARA EMPLOYEES THAT ARE EXPERIENCING CATASTROPHIC HARDSHIP OR LOSS THROUGH NO FAULT OF THEIR OWN.	ExplanationTxt

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)

RegionRegionTxt	Type Of Activities ConductedTypeOfActivitiesConductedTxt	Region Total ExpendituresRegionTotalExpendituresAmt
CENTRAL AMERICA AND THE CARIBBEAN	UNRELATED TRADE OR BUSINESS
CENTRAL AMERICA AND THE CARIBBEAN	INVESTMENTS	$507,197,348
EUROPE	INVESTMENTS	$13,357,856

Field	Value	IRS element (for citing)
Subtotal Offices	0	SubtotalOfficesCnt
Subtotal Employees	0	SubtotalEmployeesCnt
Continuation Total Office	0	ContinuationTotalOfficeCnt
Continuation Total Employee	0	ContinuationTotalEmployeeCnt
Total Office	0	TotalOfficeCnt
Total Employee	0	TotalEmployeeCnt
Subtotal Spent	$520,555,204	SubtotalSpentAmt
Continuation Spent	$0	ContinuationSpentAmt
Total Spent	$520,555,204	TotalSpentAmt
Transfer To Foreign Corp	Yes (1)	TransferToForeignCorpInd
Interest In Foreign Trust	0	InterestInForeignTrustInd
Foreign Corp Ownership	Yes (1)	ForeignCorpOwnershipInd
Passive Foreign Investmest Co	Yes (1)	PassiveForeignInvestmestCoInd
Foreign Partnership	Yes (1)	ForeignPartnershipInd
Boycott Countries	0	BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

PART III ACCOUNTING METHOD:

PART I, LINE 3

CENTRAL AMERICA AND THE CARIBBEAN, UNRELATED TRADE OR BUSINESS: THE ORGANIZATION OWNS BAY PRIMEX INSURANCE COMPANY, LTD., A CAPTIVE INSURANCE COMPANY WHOSE PRINCIPAL ACTIVITY IS THE REINSURANCE, ON A FACULTATIVE BASIS, OF A MODIFIED CLAIMS-MADE RETROSPECTIVELY RATED PROFESSIONAL AND COMMERCIAL GENERAL LIABILITY INSURANCE POLICY ISSUED BY LEXINGTON INSURANCE COMPANY. COVERAGE INCLUDES THE EMPLOYEES OF THE ORGANIZATION, ITS CONTROLLED SUBSIDIARIES, ITS AFFILIATED JOINT VENTURES, CERTAIN PHYSICIANS ON THE MEDICAL STAFF OF ITS RELATED FACILITIES, AND SOME NON-EMPLOYED PHYSICIANS. PROVISION OF INSURANCE TO NON-EMPLOYED PHYSICIANS IS TREATED AS AN UNRELATED TRADE OR BUSINESS. TO THE EXTENT THERE IS SUBPART F INCOME, IT IS REPORTED AS SUCH ON FORM 990 PART VIII LINE 11.

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (1)	GrantRecordsMaintainedInd

Recipient Table RecipientTable (184 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Non Cash AssistanceNonCashAssistanceAmt	Purpose Of GrantPurposeOfGrantTxt
ACTION IN COMMUNITY THROUGH SERVICE - ACTS
PO BOX 74	DUMFRIES	VA	220260074	540897679	501(C)(3)	$65,000	$0	SPONSORSHIP
AFRICAN-AMERICAN PASTORS COUNCIL
105 LANKFORD AVE	CHARLOTTESVLE	VA	229026047	861586320	501(C)(3)	$50,000	$0	BRING CRITICAL NEEDS TO COMMUNITY THROUGH STRATEGIC NETWORK
ALBEMARLE ALLIANCE FOR FAMILIES AND CHILDREN
1403 PARKVIEW DR	ELIZABETH CTY	NC	279096533	562088109	501(C)(3)	$15,000	$0	SPONSORSHIP
ALBEMARLE AREA UNITED WAY INC
PO BOX 293	ELIZABETH CITY	NC	27907	237123601	501(C)(3)	$65,000	$0	COMMUNITY CARE COLLABORATIVE, PROGRAM SUPPORT
ALBEMARLE HOPELINE INC
PO BOX 2064	ELIZABETH CTY	NC	279062064	561352211	501(C)(3)	$35,000	$0	SPONSORSHIP
ALZHEIMER'S ASSOCIATION
225 N MICHIGAN AVE 17TH FL	CHICAGO	IL	606017633	133039601	501(C)(3)	$12,500	$0	SPONSORSHIP
AMERICAN CANCER SOCIETY
250 WILLIAMS STREET NW	ATLANTA	GA	30303	131788491	501(C)(3)	$42,500	$0	RETURN TO SCREENING CANCER INITIATIVE
AMERICAN DIABETES ASSOCIATION
870 GREENBRIER CIRCLE STE 404	CHESAPEAKE	VA	23320	131623888	501(C)(3)	$112,500	$0	PREVENT AND CURE DIABETES
AMERICAN RED CROSS OF COASTAL VIRGINIA
611 W BRAMBELTON AVE	NORFOLK	VA	23510	530196605	501(C)(3)	$30,000	$0	EMERGENCY ASSISTANCE AND DISASTER RELIEF
AN ACHIEVABLE DREAM VIRGINIA BEACH INC
10858 WARWICK BLVD STE A	NEWPORT NEWS	VA	236013741	463211492	501(C)(3)	$50,000	$0	SOCIAL, ACADEMIC AND MORAL EDUCATION
BACON STREET YOUTH AND FAMILY SERVICES
247 MCLAWS CIRCLE	WILLIAMSBURG	VA	231855660	540891035	501(C)(3)	$20,000	$0	ADOLESCENT INTENSIVE OUTPATIENT PROGRAM
BIRTH SISTERS OF CHARLOTTESVILLE
1308 CHESAPEAKE ST	CHARLOTTESVLE	VA	229025430	850967804	501(C)(3)	$89,000	$0	BIRTH AND MOTHERHOOD SUPPORT
BLACK BRAND
500 EAST MAIN STREET 16TH FLOOR	NORFOLK	VA	235102205	813953180	501(C)(3)	$100,000	$0	PROFESSIONAL DEVELOPMENT AND COMMUNITY EMPOWERMENT
BLACK DIRECTORS HEALTH EQUITY AGENDA INC
750 WEST VIRGINIA ST	MILWAUKEE	WI	53204	861980606	501(C)(3)	$35,000	$0	SPONSORSHIP
BLUE RIDGE AREA FOOD BANK INC
96 LAUREL HILL RD	VERONA	VA	244822658	521202644	501(C)(3)	$65,000	$0	SPONSORSHIP
BLUE RIDGE COMMUNITY COLLEGE EDUCATIONAL FOUNDATION INC
PO BOX 80	WEYERS CAVE	VA	244860080	541328809	501(C)(3)	$100,000	$0	SUPPORT FOR HEALTHCARE EDUCATION AT BLUE RIDGE COMMUNITY COLLEGE
B'NAI B'RITH INTERNATIONAL
1120 20TH ST NW STE 300 N	WASHINGTON	DC	20036	530179971	501(C)(3)	$7,500	$0	SPONSORSHIP
BOY SCOUTS OF AMERICA
801 HOPEMAN PKWY	WAYNESBORO	VA	229801825	540506448	501(C)(3)	$20,000	$0	PROMOTE YOUTH SELF-RELIANCE
BOYS & GIRLS CLUB OF PRINCE WILLIAM COUNTY
4103 BENNING RD NE	WASHINGTON	DC	200193423	530236759	501(C)(3)	$55,000	$0	SPONSORSHIP
BOYS & GIRLS CLUBS OF HARRISONBURG AND ROCKINGHAM COUNTY
PO BOX 1223	HARRISONBURG	VA	228031223	541652418	501(C)(3)	$15,000	$0	SPONSORSHIP
BOYS & GIRLS CLUBS OF THE VIRGINIA PENINSULA
11825 ROCK LANDING DRIVE	NEWPORT NEWS	VA	236064236	540538202	501(C)(3)	$55,000	$0	SPONSORSHIP
CAPITAL AREA FOOD BANK
4900 PUERTO RICO AVE NE	WASHINGTON	DC	20017	521167581	501(C)(3)	$15,000	$0	SPONSORSHIP
CASA INC
8151 15TH AVENUE	HYATTSVILLE	MD	20783	521372972	501(C)(3)	$75,000	$0	IMPROVE ACCESS TO CARE FOR IMMIGRANT COMMUNITY
CATHOLIC CHARITIES OF EASTERN VIRGINIA
1132 PICKETT RD	NORFOLK	VA	235022317	540505879	501(C)(3)	$30,000	$0	MENTAL HEALTH COUNSELING AND TRAINING FUTURE THERAPISTS
CENTER FOR CHILD & FAMILY SERVICES
2021 CUNNINGHAM DR STE 400	HAMPTON	VA	236663371	540505893	501(C)(3)	$78,179	$0	TRAUMA SUPPORT AND INFORMATION PROGRAM
CENTER FOR GLOBAL DIPLOMACY
949 CHIMNEY HILL SHOPPING CENTER	VIRGINIA BEACH	VA	23452	311738963	501(C)(3)	$65,000	$0	PROMOTE PARTNESHIPS FOR BETTER COMMUNITIES
CHESAPEAKE CARE
2145 S MILITARY HWY	CHESAPEAKE	VA	233204426	541642754	501(C)(3)	$55,000	$0	MEDICAL AND DENTAL CARE FOR LOW-INCOME INDIVIDUALS
CHILD & FAMILY SERVICES OF EASTERN VIRGINIA INC DBA THE UP CENTER
150 BOUSH ST STE 500	NORFOLK	VA	235101664	540674774	501(C)(3)	$58,394	$0	MENTORING PROGRAM FOR AT RISK YOUTH
CHILDREN'S HARBOR
1900 LLEWELLYN AVE	NORFOLK	VA	235172233	540506468	501(C)(3)	$35,000	$0	SPONSORSHIP
CHILDREN'S HEALTH INVESTMENT PROGRAM INC
1302 JEFFERSON STREET	CHESAPEAKE	VA	23324	541893166	501(C)(3)	$275,385	$0	SUPPRT FOR HEALTHY BIRTH OUTCOMES
CHILDSAVERS - MEMORIAL CHILD GUIDANCE CLINIC
200 N 22ND ST	RICHMOND	VA	232237020	540505927	501(C)(3)	$100,000	$0	YOUTH MENTAL HEALTH AND EDUCATION
CHURCH WORLD SERVICE INC
PO BOX 968	ELKHART	IN	46515	134080201	501(C)(3)	$200,000	$0	HUNGER,POVERTY, DISPLACEMENT AND DISASTER ASSISTANCE
CITY OF HAMPTON
22 LINCOLN ST	HAMPTON	VA	23669	546001336		$65,000	$0	INCREASE VACCINATION NUMBERS, CRISIS INTERVENTION AND PREVENTATIVE EMERGENCY MANAGEMENT, MENTAL HEALTH AWARENESS
COALITION AGAINST POVERTY IN SUFFOLK
PO BOX 1117	SUFFOLK	VA	234391117	611722570	501(C)(3)	$15,000	$0	SPONSORSHIP
COMMUNITY INVESTMENT COLLABORATIVE
PO BOX 2976	CHARLOTTESVLE	VA	229022976	454105820	501(C)(3)	$15,000	$0	SPONSORSHIP
COMMUNITY OF FAITH MISSION INC
PO BOX 6357	WILLIAMSBURG	VA	231885222	900967936	501(C)(3)	$34,080	$0	EMERGENCY WINTER SHELTER
CROSS-OVER MINISTRY INC
108 COWARDIN AVE	RICHMOND	VA	232242020	541371067	501(C)(3)	$100,000	$0	PROVIDE QUALITY HEALTHCARE, PROMOTE WELLNESS
CULTIVATE CHARLOTTESVILLE
1718 ALLIED STREET STE 2	CHARLOTTESVILLE	VA	229035332	275103914	501(C)(3)	$60,000	$0	GARDEN-BASED EXPERIENTIAL LEARNING
EASTERN MENNONITE UNIVERSITY
1200 PARK ROAD	HARRISONBURG	VA	22802	540575812	501(C)(3)	$6,000	$0	SPONSORSHIP
EASTERN VIRGINIA MEDICAL SCHOOL
735 FAIRFAX AVENUE	NORFOLK	VA	23507	546055378	501(C)(3)	$2,000,000	$0	SPONSORSHIP
ECPC TOURISM DEVELOPMENT AUTHORITY
501 SOUTH WATER ST	ELIZABETH CITY	NC	27909	141937292		$10,000	$0	SPONSORSHIP
EMPOWERMENT CENTER FOR CHILDREN YOUTH AND FAMILIES (ECCYF)
100 E OCEAN VIEW AVE APT 803	NORFOLK	VA	235031633	201448015	501(C)(3)	$30,000	$0	GREATER PARK PLACE COVID COMMUNITY RECOVERY
FAITH & VICTORY CHRISTIAN CHURCH
1046 1/2 HORSESHOE ROAD	ELIZABETH CITY	NC	27909	561778021	501(C)(3)	$10,000	$0	HEALTHY LIVING
FAITH WORKS COALITION INC
1385 FORDHAM DR STE105-162 PMB 22	VIRGINIA BCH	VA	234645345	300459321	501(C)(3)	$10,000	$0	FAITH WORKS COALITION
FEDERATION OF VIRGINIA FOOD BANKS
C/O FEEDMORE 1415 RHOADMILLER ST	RICHMOND	VA	233200000	541388664	501(C)(3)	$120,000	$0	STATEWIDE HEALTH EQUITY STRATEGY
FEED MORE
1415 RHOADMILLER ST	RICHMOND	VA	232201111	541150923	501(C)(3)	$35,000	$0	SPONSORSHIP
FIRST STEP
129 FRANKLIN ST	HARRISONBURG	VA	228014016	510243177	501(C)(3)	$35,000	$0	SPONSORSHIP
FIT4KIDS
2101 MARYWILL STREET	RICHMOND	VA	232300000	272817718	501(C)(3)	$25,000	$0	IMPROVE YOUTH HEALTH AND WELLNESS
FOOD BANK OF THE ALBEMARLE
109 TIDEWATER DRIVE	ELIZABETH CITY	NC	27906	561341658	501(C)(3)	$75,000	$0	FIGHT HUNGER AND POVERTY
FOODBANK OF SOUTHEASTERN VIRGINIA AND THE EASTERN SHORE
800 TIDEWATER DR	NORFOLK	VA	235043326	521219783	501(C)(3)	$65,000	$0	SPONSORSHIP
FREE FOUNDATION FOR REHABILITATION EQUIPMENT AND ENDOWMENT
PO BOX 8873	ROANOKE	VA	240140752	541934695	501(C)(3)	$15,000	$0	SERVICE EXPANSION
FULL CIRCLE FOUNDATION INC
2019 CUNNINGHAM DRIVE	HAMPTON	VA	236663323	272664140	501(C)(3)	$15,000	$0	ONE CITY CELEBRATION HOLIDAY FOOD DRIVE
GEORGE MASON UNIVERSITY FOUNDATION INC
4400 UNIVERSITY DRIVE MSN 1A3	FAIRFAX	VA	220304444	541603842	501(C)(3)	$20,000	$0	SUPPORT OF EIM TRAINERS AND COACHES
GIVING WITH A GOLDEN HAND
101 N LYNNHAVEN RD STE 205	VIRGINIA BCH	VA	234527523	851319251	501(C)(3)	$34,100	$0	HAMPTON ROAD GIVEBACK
GLOBAL ACTION PLATFORM
1900 BELMONT BLVD BOX 5035	NASHVILLE	TN	37212	208691236	501(C)(3)	$25,000	$0	GLOBAL ACTION SUMMIT HEALTH
GLOUCESTER MATHEWS CARE CLINIC
PO BOX 684	GLOUCESTER	VA	230610684	541875619	501(C)(3)	$65,000	$0	HEALTHCARE FOR INDIGENTS
HABITAT FOR HUMANITY - ELIZABETH CITY
PO BOX 267	ELIZABETH CTY	NC	279070267	561723668	501(C)(3)	$15,000	$0	SPONSORSHIP
HABITAT FOR HUMANITY OF GREATER CHARLOTTESVILLE
967 2ND ST SE	CHARLOTTESVLE	VA	229026172	541574925	501(C)(3)	$100,000	$0	URGENT REMEDIATION OF ENVIRONMENTAL HAZARDS ON ACTIVE AFFORDABLE HOUSING REDEVELOPMENT CONSTRUCTION SITE AT SOUTHWOOD MOBILE HOME PARK (ALBEMARLE COUNTY)
HAMPTON ROADS COMMUNITY ACTION PROGRAM
2410 WICKHAM AVE	NEWPORT NEWS	VA	236074628	237014485	501(C)(3)	$125,000	$0	EARLY CHILDHOOD DEVELOPMENT FOR DISADVANTAGED CHILDREN
HAMPTON ROADS ECUMENICAL LODGINGS & PROVISIONS INC
PO BOX 190	HAMPTON	VA	236690190	541209213	501(C)(3)	$50,000	$0	PROVIDE SHELTHER, HEALTHCARE AND SUPPORT SERVICES
HAMPTON ROADS PRIDE
5200 HAMPTON BLVD	NORFOLK	VA	235081507	541865280	501(C)(3)	$20,000	$0	SPONSORSHIP
HAMPTON ROADS PROSTATE HEALTH FORUM
1 AMBASSADOR DR	HAMPTON	VA	236666023	263866811	501(C)(3)	$31,500	$0	757 PROSTATE CANCER CAMPAIGN & CODE RED RALLIES AGE 40 BIRTHDAY PARTY
HAMPTON ROADS URBAN AGRICULTURE
5222 FORESTDALE DR	PORTSMOUTH	VA	237034111	851277246	501(C)(3)	$25,000	$0	HAMPTON ROADS URBAN AGRICULTURE PROJECT
HAMPTON UNIVERSITY
200 WILLIAM R HARVEY WAY	HAMPTON	VA	23668	540505990	501(C)(3)	$860,000	$0	FINANCIAL ASSISTANCE FOR STUDENTS AFFECTED BY THE COVID-19 CRISIS
HEALTHY COMMUNITY HEALTH CENTERS
PO BOX 308	HARRISONBURG	VA	228030308	020813294	501(C)(3)	$400,000	$0	PURCHASE EQUIPMENT TO OPEN A SECOND DENTAL CLINIC
HEALTHY LIVING CENTER FOUNDATION
930 MAJESTIC AVENUE	NORFOLK	VA	235044055	462693971	501(C)(3)	$100,000	$0	HEALTH AWARENESS AND EDUCATION
HEARTS FULL OF GRACE INC
3604 BURNS CT	VIRGINIA BCH	VA	234626924	811652310	501(C)(3)	$25,000	$0	CONNECTING THE DOTS
HISPANIC RESOURCE CENTER OF COASTAL VIRGINIA
3812 CARIBOU CT	VIRGINIA BCH	VA	234564939	850620912	501(C)(3)	$11,000	$0	SPONSORSHIP
HOPE FAMILY VILLAGE
PO BOX 982	WILLIAMSBURG	VA	231870982	821900817	501(C)(3)	$15,000	$0	SPONSORSHIP
HOPE HOUSE FOUNDATION INC
801 BOUSH ST STE 302	NORFOLK	VA	235101533	540804383	501(C)(3)	$95,000	$0	ASSISTANCE AND INDIVIDUALIZE SUPPORT FOR PEOPLE WITH DISABILITES
HOSPITAL HOSPITALITY HOUSE OF RICHMOND INC
612 E MARSHALL ST	RICHMOND	VA	232191846	541240348	501(C)(3)	$10,000	$0	LODGING AND FAMILY SUPPORT
HOUSE OF ESTHER ORGANIZATION
5755 POPLAR HALL DR	NORFOLK	VA	235023813	542062275	501(C)(3)	$95,000	$0	TRANSITIONAL HOME PROGRAM FOR SINGLE MOTHERS
IMPACT UM CHURCH
1200 CHESAPEAKE AVE	CHESAPEAKE	VA	233242304	852559341	501(C)(3)	$27,000	$0	SECOND SATURDAY STRONG
JAMES E NEWBY JR MD FOUNDATION
301 RIVERVIEW AVE	NORFOLK	VA	235101065	264288692	501(C)(3)	$22,790	$0	LET'S GROW TOGETHER SCHOOL TOWER GARDENS
JEFFERSON AREA BOARD FOR AGING
674 HILLSDALE DR STE 9	CHARLOTTESVLE	VA	229011799	540990078	501(C)(3)	$65,000	$0	SPONSORSHIP
JUNIOR ACHIEVEMENT
2600 INTERNATIONAL PKWY STE 100	VIRGINIA BEACH	VA	234527801	540799839	501(C)(3)	$11,000	$0	SPONSORSHIP
KIDS FIRST INC
PO BOX 23	ELIZABETH CTY	NC	279070023	581919028	501(C)(3)	$65,000	$0	SPONSORSHIP
KINGDOM INVESTING OUTREACH CENTER
4525 E HONEYGROVE RD 205	VIRGINIA BEACH	VA	23455	743155388		$22,500	$0	EQUIPMENT PURCHASE TO INCREASE FOOD PICKUP AND DISTRIBUTION
LAKE COUNTRY AREA AGENCY ON AGING INC
1105 W DANVILLE ST	SOUTH HILL	VA	239703501	541506078	501(C)(3)	$15,000	$0	SPONSORSHIP
LOCAL FOOD HUB
PO BOX 4647	CHARLOTTESVLE	VA	229054647	264137130	501(C)(3)	$50,000	$0	PARTNERSHIP WITH VIRGINIA FARMERS
LOCAL INITIATIVES SUPPORT CORPORATION
28 LIBERTY ST FL 34	NEW YORK	NY	10005	133030229	501(C)(3)	$2,000,000	$0	LISC-SENTARA PARTNERSHIP
MAKE A WISH FOUNDATION OF GREATER VIRGINIA
2810 N PARHAM RD STE 302	RICHMOND	VA	232944422	541429614	501(C)(3)	$12,500	$0	SPONSORSHIP
MARCH OF DIMES
PO BOX 18819	ATLANTA	GA	31126	131846366	501(C)(3)	$7,500	$0	SPONSORSHIP
MAXSTRONG MEMORIAL FUND IN HONOR OF MAX SALZMAN
1845 BROOKWOOD RD	NORFOLK	VA	235183125	473057655	501(C)(3)	$10,000	$0	MAXSTRONG SWIM PROGRAM
MERCY CHEFS INC
711 WASHINGTON ST	PORTSMOUTH	VA	237043511	205050449	501(C)(3)	$47,650	$0	SENTARA / MERCY CHEFS HOSPITAL WEEK THANK YOU MEALS
NAMI VIRGINIA
PO BOX 8260	RICHMOND	VA	232260260	541267632	501(C)(3)	$10,000	$0	SPONSORSHIP
NAMI WILLIAMSBURG
PO BOX 89	WILLIAMSBURG	VA	231870089	911884848	501(C)(3)	$15,000	$0	SPONSORSHIP
NEW HOPE CHRISTIAN COMMUNITY CENTER
3241 ARGONNE AVE	NORFOLK	VA	235092601	311478763	501(C)(3)	$49,815	$0	NEW HOPE COMMUNITY ASSISTANCE PROGRAM
NEW VISION YOUTH SERVICES INC
608B LIBERTY ST	CHESAPEAKE	VA	233242635	371588168	501(C)(3)	$25,000	$0	YOUTH SERVICES, MENTORING AND TRAINING
NORFOLK ALUMNI CHAPTER SAVE OUR YOUTH FOUNDATION
1816 VARSITY DR	CHESAPEAKE	VA	233241558	300358715	501(C)(3)	$10,000	$0	KAPPA LEAGUE COLLEGE & CAREER COMMITMENT PROGRAM
NORFOLK FESTEVENTS LTD
120 W MAIN ST	NORFOLK	VA	235101609	541118356	501(C)(3)	$22,000	$0	SPONSORSHIP
OLDE TOWNE MEDICAL & DENTAL CENTER
5249 OLDE TOWNE ROAD	WILLIAMSBURG	VA	231888111	541663905	501(C)(3)	$55,000	$0	SPONSORSHIP
OLIVET MEDICAL MINISTRY INC
1620 OLD WILLIAMSBURG RD	YORKTOWN	VA	236903910	541850915	501(C)(3)	$105,689	$0	SPONSORSHIP
PARENTS IN NEED
301 ALBEMARLE DR	CHESAPEAKE	VA	233225501	510234349	501(C)(3)	$15,000	$0	SPONSORSHIP
PARK PLACE HEALTH & DENTAL
606 W 29TH ST	NORFOLK	VA	235083316	453086608	501(C)(3)	$35,000	$0	DENTAL HEALTH NEEDS OF LOW INCOME AND UNINSURED
PATIENT ADVOCATE FOUNDATION
421 BUTLEER FARM ROAD	HAMPTON	VA	236669904	541806317	501(C)(3)	$15,000	$0	SPONSORSHIP
PENINSULA AGENCY ON AGING
739 THIMBLE SHOALS BOULEVARD	NEWPORT NEWS	VA	236063562	510151069	501(C)(3)	$70,000	$0	SPONSORSHIP
PIEDMONT HOUSING ALLIANCE
682 BERKMAR CIR	CHARLOTTESVLE	VA	229011464	521361731	501(C)(3)	$70,000	$0	HOUSING AND COMMUNITY DEVELOPMENT FOR DISADVANTAGED
PIN MINISTRY
1164 MILLERS LANE STE A	VIRGINIA BEACH	VA	234515716	412126841	501(C)(3)	$40,000	$0	SPONSORSHIP
PORT DISCOVER
611 E MAIN STREET	ELIZABETH CITY	NC	27909	342043477	501(C)(3)	$75,000	$0	LABORATORY FOR LOCAL K-12 STUDENTS
PORTSMOUTH MUSEUMS FOUNDATION
521 MIDDLE ST	PORTSMOUTH	VA	237043708	541703447	501(C)(3)	$700,000	$0	BROADEN CULTURAL QUALITY IN VIRGINIA
PRINCE WILLIAM AREA AGENCY ON AGING
5 COUNTY COMPLEX CT STE 240	PRINCE WILLIAM	VA	22192	546001531		$35,000	$0	SPONSORSHIP
PRINCE WILLIAM PUBLIC SYSTEM FOUNDATION INC
13083 CHINN PARK DR	WOODBRIDGE	VA	221925073	541883415	501(C)(3)	$10,000	$0	PROMOTE PRINCE WILLIAM LIBRARY PROGRAMS
RACING FOR HEROES INC
228 LEBANON CHURCH RD	SEMORA	NC	273439711	464449419	501(C)(3)	$65,000	$0	SPONSORSHIP
READYKIDS
1000 E HIGH STREET	CHARLOTTESVILLE	VA	229024848	540546000	501(C)(3)	$25,000	$0	FAMILY SUPPORTY, COUNSELING AND EARLY LERANING PROGRAMS
RX DRUG ACCESS PARTNERSHIP DBA RX PARTNERSHIP (RXP)
2924 EMERYWOOD PKWY STE 300	RICHMOND	VA	23294	571186937	501(C)(3)	$46,000	$0	MEDICATION ACCESS FOR THE UNINSURED
SAFE HARBOR
PO BOX 17996	RICHMOND	VA	232267996	541950038	501(C)(3)	$55,000	$0	SPONSORSHIP
SAMARITAN HOUSE INC
2620 SOUTHERN BLVD	VIRGINIA BCH	VA	234527414	541291021	501(C)(3)	$27,500	$0	MENTAL AND PHYSICAL HEALTH SERVICES FOR TRAUMATIZED CHILDREN & ADULTS
SECOND CALVARY BAPTIST CHURCH
2940 CORPREW AVE	NORFOLK	VA	235044111	541245514	501(C)(3)	$82,487	$0	BACK TO LIFE, BACK TO SCHOOL
SENIOR CONNECTIONS
24 E CARY ST	RICHMOND	VA	232193733	540950714	501(C)(3)	$15,000	$0	SPONSORSHIP
SENIOR SERVICES OF SOUTHEASTERN VIRGINIA
2551 ELTHAM AVENUE NO 101	NORFOLK	VA	235132505	546069786	501(C)(3)	$45,000	$0	SPONSORSHIP
SENTARA HOSPICE HOUSE
6015 POPLAR HALL DR	NORFOLK	VA	23502	541917649	501(C)(3)	$100,000	$0	SENTARA HOSPICE HOUSE FUNDING
SERVING HOPE FOOD PANTRY
1176 HUELL MATTHEWS HWY	SOUTH BOSTON	VA	245927124	540805926	501(C)(3)	$55,000	$0	SPONSORSHIP
SHARE OUR STRENGTH
1030 15TH ST NW NO 1100W	WASHINGTON	DC	20005	521367538	501(C)(3)	$150,000	$0	NO KID HUNGRY VIRGINIA
SMART BEGINNINGS VIRGINIA PENINSULA
11832 CANON BLVD STE F	NEWPORT NEWS	VA	236062580	201421876	501(C)(3)	$15,680	$0	SOCIAL EMOTIONAL BEHAVIORAL SUPPORT PROGRAM
SOCCER ORGANIZATION OF THE CHARLOTTESVILLE AREA INC
1685 POLO GROUNDS ROAD	CHARLOTTESVILLE	VA	22911	521336900	501(C)(3)	$6,000	$0	SPONSORSHIP
SOUTHEASTERN VIRGINIA HEALTH SYSTEM
1033 28TH STREET SECOND	NEWPORT NEWS	VA	236074233	541083954	501(C)(3)	$50,000	$0	MANAGING YOUR MENTAL HEALTH WITH SEVHS
SOUTHERN VIRGINIA HIGHER EDUCATION FOUNDATION
820 BRUCE ST	SOUTH BOSTON	VA	245923815	541866278	501(C)(3)	$180,000	$0	CENTER OF NURSING EXCELLENCE: EXPANSION AND TECHNOLOGY UPDATES
SOUTHSIDE BEHAVIORAL HEALTH
143 INDUSTRIAL PKWY	CLARKSVILLE	VA	239273140	464104329	501(C)(3)	$35,000	$0	SPONSORSHIP
SOUTHSIDE BOYS & GIRLS CLUB
701 BERKLEY AVENUE EXT	NORFOLK	VA	235231509	540839152	501(C)(3)	$50,000	$0	INSPIRE AND ENABLE YOUNG PEOPLE
SPARK - SUPPORTING PARTNERSHIPS AND RESOURCES FOR KIDS
PO BOX 389	MANASSAS	VA	201080389	541498824	501(C)(3)	$15,000	$0	SPONSORSHIP
SPFHC (SUFFOLK PARTNERSHIP FOR A HEALTHY COMMUNITY)
425 W WASHINGTON ST STE 4	SUFFOLK	VA	234345320	611475908	501(C)(3)	$15,000	$0	SPONSORSHIP
STREET LIGHT COMMUNITY OUTREACH
14806 BLACKBURN RD	WOODBRIDGE	VA	221913432	542151209	501(C)(3)	$15,000	$0	SPONSORSHIP
STRENGTH IN PEERS INC
9560 S CONGRESS ST	NEW MARKET	VA	228440000	811604006	501(C)(3)	$220,000	$0	SAFE & SECURE HEALING PROGRAM
SUFFOLK CHRISTIAN FELLOWSHIP CENTER
211 E WASHINGTON ST	SUFFOLK	VA	234344513	034262453	501(C)(3)	$35,000	$0	SPONSORSHIP
SUFFOLK FOUNDATION
110 W FINNEY AVE 100	SUFFOLK	VA	234345265	205998525	501(C)(3)	$15,000	$0	SPONSORSHIP
SUFFOLK PARTNERSHIP FOR A HEALTHY COMMUNITY
425 W WASHINGTON ST STE 4	SUFFOLK	VA	234345320	611475908	501(C)(3)	$50,000	$0	HEALTHY EATING AND ACTIVE LIVING PROGRAMS
SUFFOLK PUBLIC SCHOOLS
100 N MAIN ST	SUFFOLK	VA	23434	541643533		$74,075	$0	ENHANCE PROJECT LEAD THE WAY WITH AUGMENTED REALITY TECHNOLOGY
THE BLUE RIDGE FREE CLINIC
831 MARTIN LUTHER KING JR WAY	HARRISONBURG	VA	228013277	861418555	501(C)(3)	$205,000	$0	SPONSORSHIP
THE CENTER FOR SEXUAL ASSAULT SURVIVORS
718 J CLYDE MORRIS BLVD	NEWPORT NEWS	VA	236011540	541934355	501(C)(3)	$10,000	$0	CRISIS COUNSELING & EDUCATION
THE CHRYSLER MUSEUM OF ART
1 MEMORIAL PL	NORFOLK	VA	235101540	510243196	501(C)(3)	$25,000	$0	SPONSORSHIP
THE ELIZA HOPE FOUNDATION
4924 KEMPS LAKE DR	VIRGINIA BCH	VA	234624328	814809516	501(C)(3)	$44,000	$0	THE ELIZA HOPE SWIM STARS
THE GREATER NORFOLK MEDICAL SOCIETY OF SOUTH HAMPTON ROADS
1401 TIDEWATER DR STE 1	NORFOLK	VA	235042840	800482978	501(C)(3)	$100,000	$0	SPONSORSHIP
THE MARINERS' MUSEUM AND PARK
100 MUSEUM DR	NEWPORT NEWS	VA	236063757	540541801	501(C)(3)	$10,000	$0	MARINERS' LAKE REOPENING
THE SHILOH BAPTIST CHURCH
745 PARK AVENUE 3	NORFOLK	VA	23504	540840665		$8,000	$0	SPONSORSHIP
THE UNION MISSION
PO BOX 3203	NORFOLK	VA	235143203	540506427	501(C)(3)	$130,000	$0	MEDICAL AND BEHAVIORAL HEALTH CASE MANAGEMENT AND SHELTER SERVICES
TIDEWATER ARTS OUTREACH
809 BRANDON AVE STE 300	NORFOLK	VA	235171676	680583526	501(C)(3)	$10,000	$0	INCREASING PROGRAM CAPACITY TO MEET DEMAND FROM PARTNERS
TRI RIVER HABITAT FOR HUMANITY
PO BOX 824	HALIFAX	VA	245580824	541509875	501(C)(3)	$15,000	$0	SPONSORSHIP
TRI-COUNTY COMMUNITY ACTION AGENCY
1176 HUELL MATTHEWS HWY	SOUTH BOSTON	VA	245927124	540805926	501(C)(3)	$100,000	$0	ELIMINATE POVERTY
UNITED WAY OF GREATER CHARLOTTESVILLE
200 GARRETT ST	CHARLOTTESVILLE	VA	22902	540505882	501(C)(3)	$50,000	$0	UNITED WAY PROGRAM SUPPORT
UNITED WAY OF GREATER RICHMOND
PO BOX 11807	RICHMOND	VA	23230	237375346	501(C)(3)	$50,000	$0	UNITED WAY PROGRAM SUPPORT
UNITED WAY OF HARRISONBURG AND ROCKINGHAM
PO BOX 326	HARRISONBURG	VA	22803	540632716	501(C)(3)	$50,000	$0	UNITED WAY PROGRAM SUPPORT
UNITED WAY OF SOUTH HAMPTON ROADS
2515 WALMER AVE	NORFOLK	VA	235132604	540506322	501(C)(3)	$765,000	$0	SPONSORSHIP
UNITED WAY OF SOUTHWEST VIRGINIA
1096 OLE BERRY DR	ABINGDON	VA	24210	540718860	501(C)(3)	$50,000	$0	UNITED WAY PROGRAM SUPPORT
UNITED WAY OF THE NATIONAL CAPITAL AREA
1577 SPRING HILL RD	VIENNA	VA	22182	530234290	501(C)(3)	$50,000	$0	UNITED WAY PROGRAM SUPPORT
UNITED WAY OF THE VIRGINIA PENINSULA
101 YORK CROSSING RD	YORKTOWN	VA	236922737	540535602	501(C)(3)	$69,250	$0	BEHAVIORAL HEALTH TRANSPORTATION
VALLEY OPEN DOORS
317 S MAIN ST	HARRISONBURG	VA	228013606	113835381	501(C)(3)	$15,000	$0	SPONSORSHIP
VALLEY PROGRAM FOR AGING SERVICES
PO BOX 817	WAYNESBORO	VA	229800603	540958526	501(C)(3)	$15,000	$0	SPONSORSHIP
VERSABILITY RESOURCES
2520 58TH ST	HAMPTON	VA	236611228	540802199	501(C)(3)	$10,000	$0	PREPARING PEOPLE WITH DISABILITIES FOR THE FUTURE OF WORK
VICTORY FAMILY YMCA
503 BROADLEAF WAY	CHARLOTTESVLE	VA	229112215	201565319	501(C)(3)	$15,000	$0	SPONSORSHIP
VIRGINIA ARTS FESTIVAL
400 BANK STREET	NORFOLK	VA	23510	541786140	501(C)(3)	$25,000	$0	PRESENT CULTURAL AND EDUCATION ACTIVITIES
VIRGINIA BEACH EVENTS UNLIMITED INC (DBA VIRGINIA BEACH NEPTUNE FESTIVAL)
265 KINGS GRANT RD STE 102	VIRGINIA BCH	VA	234526834	521372330	501(C)(3)	$25,000	$0	SPONSORSHIP
VIRGINIA BEACH RESCUE SQUAD FOUNDATION INC
740 VIRGINIA BEACH BLVD	VIRGINIA BCH	VA	234514234	510242962	501(C)(3)	$56,650	$0	VOLUNTEER RESCUE SYSTEM SUPPORT
VIRGINIA CHILDREN'S CHORUS
6919 GRANBY ST	NORFOLK	VA	235054446	541652996	501(C)(3)	$10,000	$0	SUPPORT THE STUDY AND PERFORMANCE OF CHORAL MUSIC
VIRGINIA COMMONWEALTH UNIVERSITY FOUNDATION
PO BOX 843075	RICHMOND	VA	232843075	540757884	501(C)(3)	$7,500	$0	14TH EXCELLENCE IN VIRGINIA GOVERNMENT
VIRGINIA HEALTH CARE FOUNDATION
707 E MAIN ST STE 1350	RICHMOND	VA	232192811	541639924	501(C)(3)	$447,250	$0	PRIMARY HEALTHCARE FOR UNDERSERVED VIRGINIANS
VIRGINIA HEALTH CATALYST
4200 INNSLAKE DR STE 202	GLEN ALLEN	VA	230606772	274082359	501(C)(3)	$10,000	$0	VIRGINIA ORAL HEALTH SUMMIT/CATALYST PARTNERSHIP
VIRGINIA MUSEUM OF CONTEMPORARY ART
2200 PARKS AVE	VIRGINIA BCH	VA	234514062	237112328	501(C)(3)	$30,000	$0	SPONSORSHIP
VIRGINIA PENINSULA FOODBANK
2401 ALUMINUM AVE	HAMPTON	VA	236611237	541422298	501(C)(3)	$65,000	$0	SPONSORSHIP
VIRGINIA READY INITIATIVE
107 S WEST ST 135	ALEXANDRIA	VA	223142824	851103573	501(C)(3)	$150,000	$0	RETRAINING VIRGINIA'S UNEMPLOYED TO GET BACK TO WORK
VIRGINIA SUPPORTIVE HOUSING
PO BOX 8585	RICHMOND	VA	23226	541444564	501(C)(3)	$121,000	$0	END HOMELSSNESS BY PROVIDING PERMANENT HOUSING
VIRGINIA SYMPHONY ORCHESTRA
2515 WALMER AVE	NORFOLK	VA	235132604	546000598	501(C)(3)	$99,000	$0	SPONSORSHIP
VIRGINIA VETERANS SERVICES FOUNDATION
101 NORTH 14TH ST	RICHMOND	VA	23219	462744762		$350,000	$0	BUILD AWARENESS OF FOUNDATION AS A RESOURCE AND TRAIN FIRST RESPONDERS, SERVICE PROVIDERS
VOLUNTEER HAMPTON ROADS - VHR
PO BOX 41217	NORFOLK	VA	235411217	541072533	501(C)(3)	$10,000	$0	SNACK BAGS FOR SENTARA EMPLOYEES
WESLEY COMMUNITY SERVICE CENTER
1701 ELM AVE	PORTSMOUTH	VA	237044509	540805728	501(C)(3)	$10,000	$0	FOOD DISTRIBUTION PROGRAM
WESTERN GOVERNORS UNIVERSITY
4001 SOUTH 700 EAST	SALT LAKE CITY	UT	84107	824547364	501(C)(3)	$30,000	$0	SENTARA SERVICE TO SCHOLARS PROGRAM
WESTERN TIDEWATER FREE CLINIC INC
2019 MEADE PKWY	SUFFOLK	VA	23434	263302837	501(C)(3)	$105,000	$0	PROVIDE DENTAL PROGRAM ACCESS
WILLIAMSBURG AREA FAITH IN ACTION
354 MCLAWS CIR STE 1	WILLIAMSBURG	VA	231856346	311812124	501(C)(3)	$9,000	$0	MEDICAL TRANSPORTATION
WILLIAMSBURG HOUSE OF MERCY
10 HARRISON AVE	WILLIAMSBURG	VA	231853572	475347792	501(C)(3)	$65,000	$0	SPONSORSHIP
WINKS WITH INTENTIONAL KINDNESS AND SUPPORT
PO BOX 5186	SUFFOLK	VA	234350186	824028546	501(C)(3)	$24,350	$0	EMPATHY IN ACTION
WORKHOUSE ARTS FOUNDATION
9518 WORKHOUSE RD	LORTON	VA	220792641	753057770	501(C)(3)	$15,000	$0	WORKHOUSE MILITARY IN THE ARTS INITIATIVE (WMAI)
YMCA - ALBEMARLE FAMILY
920 CORPORATE LN	CHESAPEAKE	VA	233203406	540445205	501(C)(3)	$15,000	$0	SPONSORSHIP
YMCA - BROOKS FAMILY
151 MCINTIRE PARK DR	CHARLOTTESVLE	VA	229024503	541717336	501(C)(3)	$15,000	$0	SPONSORSHIP
YMCA - RF WILKINSON FAMILY
503 BROADLEAF WAY	CHARLOTTESVLE	VA	229112215	201565319	501(C)(3)	$15,000	$0	SPONSORSHIP
YMCA - RICHMOND
2 W FRANKLIN ST	RICHMOND	VA	232205006	540505986	501(C)(3)	$15,000	$0	SPONSORSHIP
YMCA - SUFFOLK FAMILY
920 CORPORATE LN	CHESAPEAKE	VA	233203406	540445205	501(C)(3)	$55,000	$0	SPONSORSHIP
YMCA OF SOUTH BOSTONHALIFAX COUNTY
650 HAMILTON BLVD	SOUTH BOSTON	VA	24592	540951231	501(C)(3)	$15,000	$0	SPONSORSHIP
YMCA OF SOUTH HAMPTON ROADS
920 CORPORATE LANE	CHESAPEAKE	VA	23320	540445205	501(C)(3)	$125,000	$0	BUILD HEALTHY SPIRIT AND MIND
YMCA VIRGINIA PENINSULA
41 OLD OYSTER POINT RD STE C	NEWPORT NEWS	VA	236027177	540524905	501(C)(3)	$350,000	$0	Y IN MOTION
YOUNG INVESTORS GROUP
2641 VINCENT AVE	NORFOLK	VA	235092341	831718879	501(C)(3)	$10,000	$0	DECREASE POVERTY THROUGH YOUTH EDUCATION
YOUR WELLNESS INC
3112 BRUNO DR	CHESAPEAKE	VA	233232601	850730415	501(C)(3)	$10,000	$0	SUICIDE PREVENTION
YOUTH FOR TOMORROW - NEW LIFE CENTER INC
11835 HAZEL CIRCLE DR	BRISTOW	VA	201362180	521342268	501(C)(3)	$121,700	$0	YOUTH TRAINING, EDUCATION AND ASSISTANCE
HAMTPON ROADS ECONOMIC DEVELOPMENT ALLIANCE
101 W MAIN STREET NO 1000	NORFOLK	VA	23510	540600387	501(C)(3)	$100,000	$0	ECONOMIC DEVELOPMENT
CHURCHES IN ONE ACCORD
PO BOX 62914	VIRGINIA BCH	VA	23466	311738963	501(C)(3)	$25,000	$0	CONTRIBUTION

Field	Value	IRS element (for citing)
Total501c3 Org	184	Total501c3OrgCnt
Total Other Org	7	TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, LINE 2:	FormAndLineReferenceDesc
Explanation	SCHEDULE I, PART I, LINE 2: PROCEDURES FOR MONITORING USE OF GRANTS FUNDS IN U.S. PROCEDURES FOR MONITORING USE OF GRANTS FUNDS IN U.S. THE SENTARA FOUNDATION - HAMPTON ROADS, A DIVISION OF THE ORGANIZATION, IS RESPONSIBLE FOR AWARDING AND MONITORING THE USE OF GRANT AND SPONSORSHIP FUNDS DONATED TO OTHER ORGANIZATIONS IN THE COMMUNITY WHO SHARE THE SAME MISSION AS THE ORGANIZATION: IMPROVING HEALTH EVERYDAY THROUGH THE PROVISION OF HEALTH SERVICES, AND THE PROMOTION OF HEALTH, MEDICAL EDUCATION, AND THE SOCIAL, CULTURAL, EDUCATIONAL, AND ECONOMIC DEVELOPMENT OF THE COMMUNITY. COMMUNITY RECOGNITION GRANTS ARE AWARDED ANNUALLY BY THE FOUNDATION'S GRANT COMMITTEE TO OTHER 501(C)(3) ORGANIZATIONS WITHIN THE COMMUNITY AFTER A RIGOROUS APPLICATION AND REVIEW PROCESS. ONCE AWARDED, THE GRANTS ARE DISTRIBUTED THE FOLLOWING YEAR IN TWO PAYMENTS - AT THE BEGINNING OF THE YEAR, THEN AFTER AN INTERIM REPORT HAS BEEN FILED WITH THE FOUNDATION. THE INTERIM REPORT MUST INCLUDE THE GRANT OBJECTIVES, ANY CHANGES IN STATUS OF THE ORGANIZATION'S 501(C)(3) STATUS, DETAILS OF THE GRANT OUTCOMES TO DATE AND COMPLIANCE WITH SUBMITTED FINANCIAL BUDGET. GRANTEES ARE REQUIRED TO SUBMIT WITH THE REPORT A DETAILED LISTING OF MEASUREMENTS INCLUDING THE NUMBER OF PEOPLE SERVED AND INCOME LEVELS. FURTHER, A PLAN OF PROGRAM SUSTAINABILITY MUST BE COMPLETED TO PROMOTE THE INITIATIVE'S GOALS FOR THE FUTURE. COMMUNITY BENEFIT SPONSORSHIPS ARE AWARDED QUARTERLY BASED ON THE RECOMMENDATION OF THE FOUNDATION'S SPONSORSHIP REVIEW COMMITTEE. APPLICANTS MUST SUBMIT A PROPOSAL IN WRITING DEMONSTRATING HOW FUNDS WILL BE USED TO IMPROVE THE HEALTH STATUS OF THE COMMUNITY. SPONSORSHIPS ARE GENERALLY AWARDED TO OTHER 501(C)(3) ORGANIZATIONS WITH ACTIVE COMMUNITY BOARDS WHO OVERSEE THE EXPENDITURE OF SUCH FUNDS.	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
First Class Or Charter Travel	Yes (X)	FirstClassOrCharterTravelInd
Idemnification Gross Up Pmts	Yes (X)	IdemnificationGrossUpPmtsInd
Housing Allowance Or Residence	Yes (X)	HousingAllowanceOrResidenceInd
Written Policy Ref T And E Expnss	Yes (1)	WrittenPolicyRefTAndEExpnssInd
Substantiation Required	Yes (1)	SubstantiationRequiredInd
Compensation Committee	Yes (X)	CompensationCommitteeInd
Independent Consultant	Yes (X)	IndependentConsultantInd
Compensation Survey	Yes (X)	CompensationSurveyInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	Yes (1)	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	Yes (1)	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	0	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	0	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	0	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	0	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	0	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	Yes (1)	AnyNonFixedPaymentsInd
Initial Contract Exception	0	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (17 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Bonus Related OrganizationsBonusRelatedOrganizationsAmt	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt	Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt	Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
HOWARD P KERN
PRES/CEO/EX-EFFICIO DIRECTOR	$2,032,006	$0	$2,310,491	$0	$25,837,537	$0	$3,014,735	$0	$27,154	$0	$33,221,923	$0	$23,319,683	$0
MICHAEL V GENTRY
COO/EVP	$1,000,664	$0	$754,388	$0	$157,645	$0	$529,145	$0	$23,013	$0	$2,464,855	$0	$0	$0
ROBERT A BROERMANN
CFO/EVP	$1,018,716	$0	$890,138	$0	$262,933	$0	$33,599	$0	$22,055	$0	$2,227,441	$0	$0	$0
JORDAN R ASHER MD
KE (EVP & CHIEF PHYSICIAN EXEC)	$853,692	$0	$700,623	$0	$49,306	$0	$151,062	$0	$36,076	$0	$1,790,759	$0	$0	$0
MEGAN R PERRY
SVP & CHIEF STRATEGY OFFICER	$619,656	$0	$343,786	$0	$776,019	$0	$9,060	$0	$22,300	$0	$1,770,821	$0	$324,861	$0
BECKY C SAWYER
KE (EVP & CPO)	$677,545	$0	$553,930	$0	$27,087	$0	$137,592	$0	$28,443	$0	$1,424,597	$0	$0	$0
PHYLLIS S ANDERSON
KE (SVP & CHIEF MARKETING OFFICER)	$270,984	$0	$457,669	$0	$414,317	$0	$73,740	$0	$9,909	$0	$1,226,619	$0	$0	$0
LOUIS PATALANO IV
SECRETARY (THROUGH 9/25/2021)	$469,404	$0	$431,615	$0	$240,311	$0	$57,915	$0	$17,267	$0	$1,216,512	$0	$0	$0
GRACE R HINES
CVP, SYSTEM INTERGRATION	$369,796	$0	$228,691	$0	$119,519	$0	$49,585	$0	$27,663	$0	$795,254	$0	$0	$0
STEPHANIE K SCHNITTGER
VP, CORP FINANCE	$406,852	$0	$139,050	$0	$652	$0	$62,023	$0	$30,704	$0	$639,281	$0	$0	$0
RHONDA A MILLER
VP, REVENUE CYCLE	$362,195	$0	$171,488	$0	$26,954	$0	$45,433	$0	$11,366	$0	$617,436	$0	$0	$0
EDWARD L TORCOM
VP, MANAGED CARE CONTRACTING	$382,980	$0	$169,413	$0	$1,320	$0	$24,030	$0	$32,535	$0	$610,278	$0	$0	$0
AUBREY L LAYNE
SECRETARY (EFFECTIVE 11/16/2021)	$354,121	$0	$0	$0	$145,965	$0	$53,700	$0	$3,739	$0	$557,525	$0	$0	$0
MELINDA S HANCOCK
KE (SVP & CAO)	$289,158	$0	$0	$0	$160,844	$0	$35,751	$0	$7,003	$0	$492,756	$0	$0	$0
SAMUEL J HAWLEY
FORMER OFFICER	$199,044	$0	$49,676	$0	$35,031	$0	$24,374	$0	$19,031	$0	$327,156	$0	$0	$0
MICHAEL V TAYLOR
FORMER KE	$112,441	$0	$1,750	$0	$20,285	$0	$18,806	$0	$28,872	$0	$182,154	$0	$0	$0
VICKY G GRAY
FORMER KE	$0	$0	$0	$0	$116,060	$0	$0	$0	$0	$0	$116,060	$0	$62,424	$0

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART I, LINE 1A	CHARTER TRAVEL WAS USED BY CERTAIN OFFICERS OF THE ORGANIZATION IN CONNECTION WITH BUSINESS PURPOSES ONLY AND WAS NOT TREATED AS TAXABLE COMPENSATION. THE ORGANIZATION PAID FOR TAXABLE RELOCATION EXPENSES OF EXECUTIVE RECRUITS, INCLUDING TEMPORARY HOUSING AND THE ADDITIONAL TAXES ASSOCIATED WITH SUCH BENEFITS, ALL OF WHICH WERE TREATED AS ADDITIONAL COMPENSATION AND REPORTED ON FORM W-2 AS TAXABLE WAGES.
PART I, LINES 4A-B	LOUIS PATALANO, IV RECEIVED $130,308 IN COMPENSATION RELATED TO HIS SEPARATION FROM SERVICE. THIS AMOUNT HAS BEEN INCLUDED IN COLUMN (B)(III) OF SCHEDULE J, PART II. PHYLLIS S ANDERSON RECEIVED $357,629 IN COMPENSATION RELATED TO HER SEPARATION FROM SERVICE. THIS AMOUNT HAS BEEN INCLUDED IN COLUMN (B)(III) OF SCHEDULE J, PART II. HOWARD KERN PARTICIPATED IN THE SENTARA SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN AND HAVE ATTAINED NORMAL RETIREMENT AGE UNDER THE PLAN. PARTICIPATION IN THE PLAN IS LIMITED TO SELECT INDIVIDUALS AS APPROVED BY THE ORGANIZATIONS' BOARD OF DIRECTOR'S COMPENSATION COMMITTEE. THE PLAN IS CURRENTLY CLOSED TO ADDITIONAL MEMBERS. THE PLAN IS A DEFINED BENEFIT ARRANGEMENT UNDER WHICH MEMBERS ACCRUE AN ANNUAL FORMULA-BASED BENEFIT DURING EACH YEAR OF COVERED EMPLOYMENT, WHICH IS SUBJECT TO A SUBSTANTIAL RISK OF FORFEITURE FOR FEDERAL INCOME TAX PURPOSES UNTIL THE COMPLETION OF A TWO YEAR NON-COMPETE PERIOD FOLLOWING TERMINATION OR UPON DEATH. FICA AND FUTA TAXATION OF PORTIONS OF THE ACCRUED BENEFIT MAY OCCUR EARLIER THAN FEDERAL INCOME TAXATION IN ACCORDANCE WITH APPLICABLE LAW. DISTRIBUTION OF PLAN BENEFITS MAY OCCUR AT THE DATE OF APPLICABLE TAXATION (TO THE EXTENT REQUIRED TO COVER APPLICABLE TAXES) AND IN ACCORDANCE WITH THE PARTICIPANT'S ELECTED INSTALLMENT DISTRIBUTION SCHEDULE FOLLOWING TERMINATION OF EMPLOYMENT, SUBJECT TO ADHERENCE WITH THE NON-COMPETE RESTRICTIONS. MR. KERN IS CURRENTLY EMPLOYED AND ACTIVELY ACCRUING PLAN BENEFITS IN ACCORDANCE WITH THE PLAN'S TERMS. MR. KERN WAS SUBJECT TO FICA AND FUTA TAXATION ON HIS ACCRUED PLAN BENEFITS IN 2021 AND RECEIVED TAXABLE PLAN DISTRIBUTIONS OF $1,012,923 TO COVER APPLICABLE TAXES FOR 2021. HOWARD KERN, ROBERT BROERMANN, MICHAEL GENTRY, GRACE HINES, MEGAN PERRY, BECKY SAWYER, JORDAN ASHER, PHYLLIS ANDERSON, LOUIS PATALANO, AUBREY LANE, VICKY GRAY, AND MELINDA HANCOCK PARTICIPATED IN THE SENTARA CAPITAL ACCUMULATION ACCOUNT PLAN. THE CAPITAL ACCUMULATION PLAN IS A NONQUALIFIED DEFERRED COMPENSATION PROGRAM. SUCH PLANS ARE COMMONLY OFFERED TO NOT-FOR-PROFIT HEALTH CARE EXECUTIVES TO PROVIDE ADDITIONAL RETIREMENT BENEFITS TO SUPPLEMENT LIMITATIONS IN QUALIFIED PLANS. PARTICIPATION IS LIMITED TO A SELECT GROUP OF CORPORATE EXECUTIVES AS APPROVED BY THE ORGANIZATION'S [OR SENTARA HEALTHCARE'S] BOARD OF DIRECTOR'S COMPENSATION COMMITTEE. TERMS OF THE PLAN CHANGED EFFECTIVE JANUARY 1, 2009, WHEREBY VESTING OF CONTRIBUTIONS MADE ON OR AFTER THAT DATE NOW OCCURS ON THE EARLIER OF FIVE YEARS FOR EACH YEARS' CONTRIBUTIONS OR AGE 55 WITH 10 YEARS OF SERVICE. UNDER THE OLD TERMS, VESTING OF CONTRIBUTIONS MADE PRIOR TO JANUARY 1, 2009 OCCURS ON THE EARLIEST OF ASSIGNED DISTRIBUTION DATE, DEATH, INVOLUNTARY TERMINATION WITHOUT CAUSE OR COMPLETION OF TWO-YEAR NON-COMPETE AFTER VOLUNTARY TERMINATION (REGARDLESS OF ORIGINAL ASSIGNED DISTRIBUTION DATE). DURING 2021, THE FOLLOWING CORPORATE EXECUTIVES RECEIVED VESTED DISTRIBUTIONS UNDER THE PLAN: ROBERT BROERMANN ($181,940); MICHAEL GENTRY ($139,700); GRACE HINES ($56,468); HOWARD KERN ($1,107,773); MEGAN PERRY ($700,638); AND VICKY GRAY ($20,724). THESE AMOUNTS HAVE BEEN REPORTED IN COLUMN (B)(III) OF SCHEDULE J, PART II.
PART I, LINE 7	DURING THE CURRENT TAX YEAR, THE ORGANIZATION MADE NON-FIXED PAYMENTS OF COMPENSATION UNDER THE FOLLOWING INCENTIVE PROGRAMS: ANNUAL INCENTIVE PROGRAM - EXECUTIVES AND SENIOR LEADERS ARE ELIGIBLE FOR ANNUAL AWARDS BASED ON SYSTEM AND INDIVIDUAL PERFORMANCE. BOTH SYSTEM AND INDIVIDUAL SCORES ARE DETERMINED AFTER YEAR-END, AT WHICH POINT AWARDS MAY BE PAID AND REPORTED AS COMPENSATION. TARGET AND MAXIMUM OPPORTUNITIES VARY BY LEVEL. TOP HAT- WITHIN THE ANNUAL INCENTIVE PROGRAM, EXECUTIVES AND SENIOR LEADERS MAY RECEIVE ADDITIONAL INCENTIVE PAY TO REWARD EXCEPTIONAL INDIVIDUAL PERFORMANCE. MANAGER INCENTIVE PLAN - MANAGEMENT EMPLOYEES NOT COVERED UNDER ANOTHER INCENTIVE PLAN ARE ELIGIBLE FOR THE MANAGEMENT INCENTIVE PLAN. AWARDS ARE BASED ON SYSTEM YEAR-END RESULTS AS DETERMINED BY THE BOARD; BUSINESS UNIT RESULTS FOR FINANCIAL, SAFETY, QUALITY AND CUSTOMER SERVICE; AND THE MANAGER'S INDIVIDUAL PERFORMANCE SCORE. SYSTEM, BUSINESS UNIT, AND INDIVIDUAL RESULTS ARE DETERMINED AFTER YEAR-END, AT WHICH POINT AWARDS MAY BE PAID AND REPORTED AS COMPENSATION. ECARE INCENTIVE - AN INCENTIVE TO SELECT INDIVIDUALS FOR THEIR ROLES IN THE SUCCESSFUL IMPLEMENTATION AND OPERATION OF SENTARA'S ELECTRONIC MEDICAL CARE SYSTEM. INDIVIDUAL INCENTIVE LEVELS VARY BY POSITION.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCd	Bond Issuer EINBondIssuerEIN	CUSIPCUSIPNum	Bond IssuedBondIssuedDt	Issue PriceIssuePriceAmt	PurposePurposeDesc	DefeasedDefeasedInd	On Behalf Of IssuerOnBehalfOfIssuerInd	Pool FinancingPoolFinancingInd
EDA THE CITY OF SUFFOLK VA
A	541131047	86481QAA7	2008-06-25	$156,615,000	REFUNDED BONDS ISSUED OCTOBER 2006	0	0	0
EDA THE CITY OF NORFOLK VA
B	521375010	65588NBB7	2012-05-16	$163,163,080	REF. POTOMAC 2003, MJH 2002, NEW PROJ.	0	0	0
EDA THE CITY OF NORFOLK VA
C	521375010	65588TAP4	2016-05-05	$197,670,000	REF. SERIES 2012A, 2010B, AND 2010C	0	0	0
EDA OF THE CITY OF HARRISONBURG VA
D	542000436	NONEAVAIL	2016-08-15	$100,000,000	CURRENTLY REFUND SERIES 2006 RMH	0	0	0

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCd	RetiredRetiredAmt	Total ProceedsTotalProceedsAmt	Other Spent ProceedsOtherSpentProceedsAmt	Substantial CompletionSubstantialCompletionYr	Refunding Tax Exempt BondsRefundingTaxExemptBondsInd	Refunding Taxable BondsRefundingTaxableBondsInd	Final Allocation MadeFinalAllocationMadeInd	Adequate Books And Rec MaintAdequateBooksAndRecMaintInd	Capital ExpendituresCapitalExpendituresAmt
A	$25,025,000	$156,615,000	$156,615,000	2008	Yes (1)	0	Yes (1)	Yes (1)
B	$23,725,000	$163,873,559	$88,288,148	2014	0	Yes (1)	Yes (1)	Yes (1)	$75,585,411
C	$22,170,000	$197,670,000	$197,670,000	2016	Yes (1)	0	Yes (1)	Yes (1)
D	$3,725,000	$100,000,000	$100,000,000	2016	Yes (1)	0	Yes (1)	Yes (1)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCd	Any Lease ArrangementsAnyLeaseArrangementsInd	Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd	Engage Bond Counsel ContractsEngageBondCounselContractsInd	Any Research AgreementsAnyResearchAgreementsInd	Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd	Engage Bond Counsel ResearchEngageBondCounselResearchInd
A	Yes (1)	Yes (1)	Yes (1)	0	Yes (1)
B	Yes (1)	Yes (1)	Yes (1)	0	Yes (1)
C	Yes (1)	Yes (1)	Yes (1)	Yes (1)	Yes (1)	Yes (1)
D	Yes (1)	Yes (1)	Yes (1)	0	Yes (1)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCd	Exception To RebateExceptionToRebateInd	No Rebate DueNoRebateDueInd	Variable Rate IssueVariableRateIssueInd	Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd
A	Yes (1)	Yes (1)	0	Yes (1)
B	0	Yes (1)	0	Yes (1)
C	Yes (1)	Yes (1)	Yes (1)	Yes (1)
D	Yes (1)	Yes (1)	Yes (1)	Yes (1)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

Bond ReferenceBondReferenceCd	Procedures Corrective ActionProceduresCorrectiveActionInd
A	Yes (1)
B	Yes (1)
C	Yes (1)
D	Yes (1)

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
SCHEDULE K, PART VI	ENTITY 1, ISSUE A: SERIES 2008 ( SENTARA HEALTHCARE SYSTEM) PART II, 3 - AMOUNT OF TOTAL PROCEEDS OF ISSUE INCLUDED ISSUE PRICE. NO INTEREST WAS EARNED, ALL PROCEEDS SPENT ON OR AROUND DATE OF CLOSING FOR REFUNDING PURPOSES. PART II, 7 - THE COST OF ISSUANCE EXPENSES OF THE ISSUE WERE PAID WITH EQUITY FROM SENTARA AND NOT FROM BOND PROCEEDS. PART II, 14 - ISSUE REFUNDED A PRIOR SERIES 2006 ISSUE. THE REFUNDING WAS TREATED AS A CURRENT REFUNDING FOR FEDERAL TAX PURPOSES. ALL PROCEEDS WERE SPENT ON THE DAY OF ISSUE. PART IV, 2B - ISSUE QUALIFIED FOR THE SIX-MONTH SPENDING EXCEPTION TO REBATE. SENTARA PROVIDED WITH ARBITRAGE COMPLIANCE CERTIFICATE IN SEPTEMBER OF 2008. FIRST INSTALLMENT EVALUATION DATE WOULD BE NO LATER THAN 6/25/2013. ON MAY 1, 2015, SENTARA HEALTHCARE MODIFIED AN EXISTING TOTAL RETURN SWAP ("TRS") FOR THE $156,615,000 SERIES 2008 REVENUE BONDS. THE TRS WAS NOT ORIGINALLY TREATED OR IDENTIFIED AS A QUALIFIED HEDGE FOR TAX PURPOSES AND THEREFORE ANY MODIFICATIONS SHOULD NOT HAVE RESULTED IN A REISSUANCE FOR FEDERAL TAX PURPOSES. HOWEVER, BOND COUNSEL AND THE SWAP PROVIDERS COUNSEL REVIEWED PRIVATE LETTER RULING PLR-147816-13, WHICH OUTLINED A VERY SIMILAR SITUATION. THE PLR CONCLUDED THAT AN AMENDMENT TO THE TRS WOULD NOT RESULT IN AN ABUSIVE ARBITRAGE DEVICE AS DEFINED WITHIN THE U.S. TREASURY REGULATIONS. THE PLR DID NOT CONCLUDE WHETHER OR NOT A REISSUANCE SHOULD APPLY IN SUCH A SITUATION. AS A CONSERVATIVE APPROACH, BOND COUNSEL AND THE SWAP PROVIDERS COUNSEL DECIDED TO FOLLOW THE DIRECTION TAKEN BY THE ISSUER IN THE PLR AND ALSO TREAT THE MODIFICATION OF THE TRS AS A REISSUANCE AND FILED A NEW FEDERAL FORM 8038 WITH THE INTERNAL REVENUE SERVICE, DATED MAY 1, 2015. AGAIN, THE TREATMENT OF THE TRS MODIFICATION AS A REISSUANCE WAS PURELY DONE AS A CONSERVATIVE APPROACH. AS STATED ABOVE, THE SERIES 2008 BONDS QUALIFIED FOR THE SIX-MONTH SPENDING EXCEPTION. THEREFORE, THIS ISSUE WAS EXEMPT FROM THE ARBITRAGE REBATE CALCULATION. UNDER THE REISSUANCE TREATMENT, NO REBATE AMOUNTS WOULD HAVE BEEN DUE TO THE IRS AS OF THE MAY 1, 2015 REISSUANCE DATE. FURTHERMORE, THE 2008 REISSUED BONDS WOULD ALSO QUALIFY FOR THE SIX-MONTH SPENDING EXCEPTION AND WOULD NOT OWE AN ARBITRAGE REBATE PAYMENT TO THE IRS AS OF MAY 1, 2020 (FIFTH ANNIVERSARY DATE OF THE REISSUANCE).
SCHEDULE K, PART VI	ENTITY 1, ISSUER B: SERIES 2012B (SENTARA HEALTHCARE SYSTEM) PART II, 3 - TOTAL PROCEEDS OF THE ISSUE INCLUDES ISSUE PRICE, PLUS INTEREST EARNINGS ASSOCIATED WITH PROJECT FUND AND ESCROW FUNDS. PART II, 15 - SERIES 2012B ADVANCE REFUNDED THE MARTHA JEFFERSON SERIES 2002 BONDS MATURING 10/1/2012 - 10/1/2035 WITH A CALL FOR REDEMPTION DATE OF 10/1/2012. THE SERIES 2012B ALSO ADVANCE REFUNDED THE POTOMAC HOSPITAL SERIES 2003 BONDS MATURING 10/1/2012 - 10/1/2036 WITH A CALL FOR REDEMPTION DATE OF 10/1/2013. PART IV, 2A, SENTARA RECEIVES ANNUAL ARBITRAGE COMPLIANCE REPORTS COMPLETED FOR THIS ISSUE. ALL PROCEEDS OF THE SERIES 2012B BONDS WERE FULLY EXPENDED AS OF 3/19/2014. ARBITRAGE COMPLIANCE CERTIFICATE WAS PROVIDED THROUGH THE 5/1/2017 FIFTH BOND YEAR, WHICH REFLECTED THAT NO ARBITRAGE REBATE LIABILITY WAS DUE TO THE IRS. ENTITY 1, ISSUER C: SERIES 2016A&B (SENTARA HEALTHCARE) PART II, 3 - COMBINED ISSUE PRICE OF THE SERIES 2016A AND 2016B BONDS. THE SERIES 2016A&B BONDS WERE TREATED AS A SINGLE ISSUE FOR FEDERAL TAX PURPOSES. PART II, 7 - THE COST OF ISSUANCE EXPENSES OF THE ISSUE WERE PAID WITH EQUITY FROM SENTARA AND NOT FROM BOND PROCEEDS. PART II, 14 - SERIES 2016A&B CURRENT REFUNDED THE SERIES 2012A, 2010B, AND 2010C ON THE DATE OF CLOSING. PART IV, 2B&C - ISSUE QUALIFIED FOR THE SIX-MONTH SPENDING EXCEPTION TO REBATE. SENTARA RECEIVED AN ARBITRAGE REBATE COMPLIANCE CERTIFICATE FROM ITS ARBITRAGE CONSULTANT FOR THIS ISSUE. NO REBATE PAYMENT WAS DUE TO THE IRS FOR THIS ISSUE AS OF THE MAY 5, 2021 FIRST INSTALLMENT EVALUATION DATE. ENTITY 1, ISSUER D: SERIES 2016C (SENTARA RMH MEDICAL CENTER) PART II, 7 - THE COST OF ISSUANCE EXPENSES OF THE ISSUE WERE PAID WITH EQUITY FROM SENTARA AND NOT FROM BOND PROCEEDS. PART II, 14 - SERIES 2016C PARTIALLY CURRENT REFUNDED THE SERIES 2006 RMH BONDS ON THE DATE OF CLOSING. PART IV, 2B&C - ISSUE QUALIFIED FOR THE SIX-MONTH SPENDING EXCEPTION TO REBATE. SENTARA RECEIVED AN ARBITRAGE REBATE COMPLIANCE CERTIFICATE FROM ITS ARBITRAGE CONSULTANT FOR THIS ISSUE. NO REBATE PAYMENT WAS DUE TO THE IRS FOR THIS ISSUE AS OF THE AUGUST 15, 2021 FIRST INSTALLMENT EVALUATION DATE. THE SERIES 2016C RMH BONDS WERE ISSUED TOGETHER WITH SERIES 2016D RMH BONDS. THE SERIES 2016D RMH BONDS WERE CURRENT REFUNDED BY SERIES 2021A BONDS ON OCTOBER 14, 2021 AND HAVE BEEN REMOVED FROM THIS SCHEDULE K.
SCHEDULE K, PART VI	ENTITY 2, ISSUER A: SERIES 2018A&B (SENTARA HEALTHCARE) PART II, 3 - COMBINED ISSUE PRICE OF THE SERIES 2018A AND 2018B BONDS. THE SERIES 2018A&B BONDS WERE TREATED AS A SINGLE ISSUE FOR FEDERAL TAX PURPOSES. THE TOTAL AMOUNT INCLUDED ON LINE 3 INCLUDES THE ISSUE PRICE OF THE SERIES 2018A&B BONDS, PLUS $19MM OF TRANSFERRED PROCEEDS, PLUS INTEREST EARNINGS RECEIVED FROM THE TRANSFERRED PROCEEDS (SERIES 2017 PROJECT FUND). PART II, 7 - ONLY A RESIDUAL AMOUNT OF BOND PROCEEDS WERE USED FOR COST OF ISSUANCE EXPENSES. A MAJORITY OF THESE COST OF ISSUANCE EXPENSES WERE PAID WITH EQUITY FROM SENTARA. PART II, 14 - SERIES 2018A&B CURRENT REFUNDED SERIES 2017 BONDS ON THE DATE OF CLOSING. THE SERIES 2018A&B BONDS RECEIVED TRANSFERRED PROCEEDS ON MAY 15, 2018 REDEMPTION DATE. PART IV, 2B&C - ISSUE QUALIFIED FOR THE SIX-MONTH SPENDING EXCEPTION TO REBATE. HOWEVER, THE SERIES 2018A&B RECEIVED TRANSFERRED PROCEEDS THAT WERE SUBJECT TO ARBITRAGE COMPLIANCE. SENTARA RECEIVED AN ARBITRAGE REBATE COMPLIANCE CERTIFICATE FROM ITS ARBITRAGE CONSULTANT FOR THIS ISSUE. ALL TRANSFERRED PROCEEDS WERE FULLY EXPENDED BY NOVEMBER 1, 2018. NO REBATE PAYMENT IS EXPECTED TO BE DUE TO THE IRS FOR THIS ISSUE AS OF THE MAY 15, 2023 FIRST INSTALLMENT EVALUATION DATE. ENTITY 2, ISSUER B: SERIES 2018A&B (SENTARA MARTHA JEFFERSON HOSPITAL) PART II, 3 - COMBINED ISSUE PRICE OF THE SERIES 2018A AND 2018B BONDS. THE SERIES 2018A&B BONDS WERE TREATED AS A SINGLE ISSUE FOR FEDERAL TAX PURPOSES. PART II, 7 - THE COST OF ISSUANCE EXPENSES OF THE ISSUE WERE PAID WITH EQUITY FROM SENTARA AND NOT FROM BOND PROCEEDS. PART II, 14 - SERIES 2018A&B CURRENT REFUNDED SERIES 2013A&B BONDS ON THE DATE OF CLOSING. PART IV, 2B&C - ISSUE QUALIFIED FOR THE SIX-MONTH SPENDING EXCEPTION TO REBATE. SENTARA RECEIVED AN ARBITRAGE REBATE COMPLIANCE CERTIFICATE FROM ITS ARBITRAGE CONSULTANT FOR THIS ISSUE. NO REBATE PAYMENT IS EXPECTED TO BE DUE TO THE IRS FOR THIS ISSUE AS OF THE DECEMBER 31, 2022 FIRST INSTALLMENT EVALUATION DATE. ENTITY 2, ISSUER C: SERIES 2020 (SENTARA HEALTHCARE SYSTEM - VSBFA) PART II, 3 - TOTAL PROCEEDS OF THE ISSUE INCLUDES ISSUE PRICE PLUS ORIGINAL ISSUE PREMIUM, PLUS INTEREST EARNINGS RECEIVED ON THE SERIES 2020 REFUNDING PROCEEDS WHILE OUTSTANDING. PART II, 7 - THE COST OF ISSUANCE EXPENSES OF THE ISSUE WERE PAID WITH EQUITY FROM SENTARA AND NOT FROM BOND PROCEEDS. PART II, 14 - SERIES 2020 CURRENT REFUNDED SERIES 2010 BONDS ON MAY 1, 2020. PART IV, 2B&C - ISSUE QUALIFIED FOR THE SIX-MONTH SPENDING EXCEPTION TO REBATE. SENTARA RECEIVED AN ARBITRAGE REBATE COMPLIANCE CERTIFICATE FROM ITS ARBITRAGE CONSULTANT FOR THIS ISSUE. NO REBATE PAYMENT IS EXPECTED TO BE DUE TO THE IRS FOR THIS ISSUE AS OF THE FEBRUARY 3, 2025 FIRST INSTALLMENT EVALUATION DATE. ENTITY 3, ISSUER D: SERIES 2021A (SENTARA RMH MEDICAL CENTER - VSBFA) PART II, 3 - TOTAL PROCEEDS OF THE ISSUE INCLUDES ISSUE PRICE LESS ORIGINAL ISSUE DISCOUNT. PART II, 7 - THE COST OF ISSUANCE EXPENSES OF THE ISSUE WERE PAID WITH EQUITY FROM SENTARA AND NOT FROM BOND PROCEEDS. PART II, 14 - SERIES 2021A CURRENT REFUNDED THE SERIES 2016D RMH BONDS, SERIES 2016E RMH BONDS AND SERIES 2016F RMH BONDS ON OCTOBER 14, 2021. PART IV, 2B&C - ISSUE QUALIFIED FOR THE SIX-MONTH SPENDING EXCEPTION TO REBATE. SENTARA RECEIVED AN ARBITRAGE REBATE COMPLIANCE CERTIFICATE FROM ITS ARBITRAGE CONSULTANT FOR THIS ISSUE. NO REBATE PAYMENT IS EXPECTED TO BE DUE TO THE IRS FOR THIS ISSUE AS OF THE OCTOBER 14, 2026 FIRST INSTALLMENT EVALUATION DATE.
SCHEDULE K, PART VI

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCd	Bond Issuer EINBondIssuerEIN	CUSIPCUSIPNum	Bond IssuedBondIssuedDt	Issue PriceIssuePriceAmt	PurposePurposeDesc	DefeasedDefeasedInd	On Behalf Of IssuerOnBehalfOfIssuerInd	Pool FinancingPoolFinancingInd
EDA OF THE CITY OF NORFOLK
A	521375010	65588TAT6	2018-05-15	$150,000,788	CURRENT REFUND SERIES 2017 BONDS	0	0	0
EDA OF ALBERMARLE COUNTY VA
B	521297503	012663AM2	2018-05-15	$154,550,000	CURRENTLY REFUND SERIES 2013AB BONDS	0	0	0
VA SMALL BUSINESS FINANCING AUTHORITY
C	521300845	928105BY0	2020-02-03	$211,671,094	CURRENTLY REFUND SERIES 2010 BONDS	0	0	0
EDA OF ROCKINGHAM COUNTY VA
D	541155987	77345QAC8	2021-10-14	$153,790,516	CUR. REFUND SERIES 2016D 2016E 2016F	0	0	0

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCd	Total ProceedsTotalProceedsAmt	Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt	Capital ExpendituresCapitalExpendituresAmt	Other Spent ProceedsOtherSpentProceedsAmt	Substantial CompletionSubstantialCompletionYr	Refunding Tax Exempt BondsRefundingTaxExemptBondsInd	Final Allocation MadeFinalAllocationMadeInd	Adequate Books And Rec MaintAdequateBooksAndRecMaintInd	RetiredRetiredAmt
A	$169,318,695	$788	$19,317,907	$150,000,000	2018	Yes (1)	Yes (1)	Yes (1)
B	$154,550,000			$154,550,000	2018	Yes (1)	Yes (1)	Yes (1)	$6,155,000
C	$212,454,855			$212,454,855	2020	Yes (1)	Yes (1)	Yes (1)	$16,390,000
D	$153,790,516			$153,790,516	2021	Yes (1)	Yes (1)	Yes (1)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCd	Any Lease ArrangementsAnyLeaseArrangementsInd	Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd	Engage Bond Counsel ContractsEngageBondCounselContractsInd	Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A	Yes (1)	Yes (1)	Yes (1)	Yes (1)
B	Yes (1)	Yes (1)	Yes (1)	Yes (1)
C	Yes (1)	Yes (1)	Yes (1)	Yes (1)
D	Yes (1)	Yes (1)	Yes (1)	Yes (1)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCd	Rebate Not Due YetRebateNotDueYetInd	Exception To RebateExceptionToRebateInd	Variable Rate IssueVariableRateIssueInd	Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd
A	Yes (1)	Yes (1)	0	Yes (1)
B	Yes (1)	Yes (1)	Yes (1)	Yes (1)
C	Yes (1)	Yes (1)	0	Yes (1)
D	Yes (1)	Yes (1)	0	Yes (1)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

Bond ReferenceBondReferenceCd	Procedures Corrective ActionProceduresCorrectiveActionInd
A	Yes (1)
B	Yes (1)
C	Yes (1)
D	Yes (1)

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (11 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART III, LINE 4A, PROGRAM SERVICE ACCOMPLISHMENTS	SENTARA HEALTHCARE I. SENTARA HEALTHCARE: YOUR NOT-FOR-PROFIT HEALTHCARE PARTNER SENTARA HEALTHCARE CELEBRATES MORE THAN 133 YEARS IN PURSUIT OF ITS MISSION "WE IMPROVE HEALTH EVERY DAY." SENTARA IS AN INTEGRATED, NOT-FOR-PROFIT HEALTH CARE DELIVERY SYSTEM WITH MORE THAN 29,000 EMPLOYEES (INCLUDING 1,375 PHYSICIANS AND ADVANCED PRACTICE PROVIDERS), 12 HOSPITALS IN VIRGINIA AND NORTHEASTERN NORTH CAROLINA AND THE SENTARA HEALTH PLANS DIVISION, WHICH SERVES OVER 900,000 MEMBERS. SENTARA IS RECOGNIZED NATIONALLY FOR CLINICAL QUALITY AND SAFETY AND IS STRATEGICALLY FOCUSED ON INNOVATION AND CREATING AN EXTRAORDINARY HEALTH CARE EXPERIENCE FOR OUR PATIENTS AND MEMBERS. SENTARA WAS NAMED TO IBM WATSON HEALTH'S "TOP 15 HEALTH SYSTEMS" IN 2021 AND 2018, RECOGNIZED AS A "BEST EMPLOYER FOR WOMEN" BY FORBES IN 2020, AND RANKED AS ONE OF FORBES "AMERICA'S BEST EMPLOYERS" IN 2018. SENTARA HAS A LEVEL I TRAUMA CENTER, THE SENTARA HEART HOSPITAL, THE SENTARA HEALTH RESEARCH CENTER, THE SENTARA BROCK CANCER CENTER, AND THE ACCREDITED SENTARA CANCER NETWORK, TWO ORTHOPEDIC HOSPITALS, AND THE SENTARA NEUROSCIENCES INSTITUTE. THE SENTARA FAMILY ALSO INCLUDES A MEDICAL GROUP, NIGHTINGALE REGIONAL AIR AMBULANCE (MADE 778 LIFE-SAVING TRIPS IN 2021 ALONE), HOME CARE AND HOSPICE, AMBULATORY OUTPATIENT CAMPUSES, ADVANCED IMAGING AND DIAGNOSTIC CENTERS, A CLINICALLY INTEGRATED NETWORK, AND THE SENTARA COLLEGE OF HEALTH SCIENCES. EFFORTS ARE CENTERED ON PROVIDING THE RIGHT CARE IN THE RIGHT SETTING AT THE RIGHT TIME AND ADDING VALUE TO THE COMMUNITIES WE SERVE. WE STRIVE TO SERVE ALL OUR COMMUNITIES THROUGH HEALTH OUTREACH PROGRAMS, EDUCATION, AND FINANCIAL SUPPORT FOR OTHER NOT FOR PROFIT ORGANIZATIONS WITH SIMILAR HEALTH MISSIONS. AS AN INTEGRATED DELIVERY NETWORK (IDN), SENTARA PROVIDES BOTH HEALTH CARE SERVICES (HOSPITALS, CLINICS, PROVIDERS) AND HEALTH INSURANCE PLANS, WHICH ENABLES SENTARA TO FULLY UNDERSTAND AND DELIVER ON THE NEEDS OF OUR CONSUMERS IN A UNIQUE AND INSIGHTFUL WAY. ADDITIONALLY, SERVING AS AN IDN PROVIDES US WITH THE OPPORTUNITY TO IMPACT AND LIFT OUR COMMUNITIES GIVEN THE COMPREHENSIVE NATURE OF OUR ABILITY TO DELIVER CARE AND RESOURCES WITHIN THE WALLS OF OUR CARE SITES AS WELL AS WITHIN THE COMMUNITY. II. COMMITMENT TO THE COMMUNITY A. SENTARA HAS PROVIDED MUCH IN THE WAY OF COMMUNITY BENEFIT AND CHARITY CARE ON AN ANNUAL BASIS. THE 2021 VALUE OF COMMUNITY BENEFIT TOTALED $254,186,000. SENTARA PROVIDED $167,441,000 IN NET UNCOMPENSATED PATIENT CARE COSTS; $48,150,000 IN NET UNFUNDED COSTS OF TEACHING PROGRAMS; AND $38,595,000 IN INCURRED COSTS FOR COMMUNITY BENEFIT PROGRAMS. SENTARA EMPLOYEES CONTRIBUTED $2.5 MILLION TO UNITED WAYS IN VIRGINIA AND NORTH CAROLINA. B. SENTARA CONTINUES ITS EFFORTS IN THE COMMUNITY ENGAGEMENT AND IMPACT (CEI) PROGRAM, SENTARA CARES, TO INSPIRE, EMPOWER AND SUPPORT THE COMMUNITIES WE SERVE IN THE MOST IMPACTFUL WAY. IN 2021, SENTARA COMMITTED $50 MILLION TO ITS SENTARA HEALTHIER COMMUNITIES FUND TO ADDRESS HEALTH DISPARITIES MAGNIFIED BY THE IMPACT OF COVID-19 AND TO BOLSTER REGIONAL HEALTH SCIENCES PROGRAMS. THE CEI PROGRAM DELIVERS ECONOMIC, SOCIAL, AND ENVIRONMENTAL BENEFITS FOR STAKEHOLDERS ACROSS ALL SENTARA MARKETS AND INCREASES OUR COMMUNITY CONNECTION. IT BUILDS ON SENTARA RECOGNIZED LEADERSHIP AND COMMITMENT TO THE COMMUNITIES WE SERVE. C. SENTARA CONTINUED THE FOCUS ON THE IMPORTANT WORK OF DIVERSITY IN OUR WORKFORCE, TO DEEPEN OUR UNDERSTANDING ON CARING FOR OUR DIVERSE PATIENT POPULATION AND TO DEVELOP STRONG RELATIONSHIPS WITH DIVERSE COMMUNITY POPULATIONS. WE FORMED SEVERAL PARTNERSHIPS WITH KEY DIVERSITY-FOCUSED ORGANIZATIONS. WE CONTINUE THE WORK OF DIVERSITY AND INCLUSION COUNCILS AT ALL 12 HOSPITALS. AND WE CONTINUE TO DEVELOP NEW DIVERSITY AND INCLUSION COMPONENTS AND EDUCATION FOR ALL TEAM MEMBERS. THIS WAS ESPECIALLY IMPORTANT GIVEN THE SOCIAL JUSTICE ISSUES AND CIVIL UNREST IN 2020. ADDITIONALLY, SENTARA CONTINUED THE EXCELLENT WORK IN IDENTIFYING AND REDUCING BARRIERS SO PEOPLE CAN RECEIVE THE CARE THEY NEED. THE TEAM IDENTIFIES HEALTH DISPARITIES AND RESEARCH POSSIBLE CAUSES. THIS INCLUDES CHRONIC HEALTH ISSUES SUCH AS HYPERTENSION, DIABETES, AND THE HIGH RATES OF CANCER DEATHS IN MINORITY COMMUNITIES. ADDITIONALLY, WE CREATED POLICIES AND GUIDELINES TO ENSURE PROTECTION OF LGBTQ PATIENTS' RIGHTS AND PARTNERED WITH NUMEROUS COMMUNITY GROUPS TO PROVIDE EDUCATION AND EARLY DETECTION FOR COLORECTAL AND BREAST CANCERS. D. SENTARA IS PROUD OF THE MISSION-DRIVEN WORK OF THE THREE SENTARA FOUNDATIONS. THESE FOUNDATIONS RAISED $16.9 MILLION TO SUPPORT THE CLINICAL NEEDS OF THE SYSTEM AND PROVIDED FUNDING THROUGH GRANTS AND DIRECT CONTRIBUTIONS TO COMMUNITY ORGANIZATIONS THAT HAVE SIMILAR INTERESTS IN SUPPORTING COMMUNITY HEALTH NEEDS. E. SEVERAL YEARS AGO, SENTARA ESTABLISHED THE HOPE (HELPING OVERCOME PERSONAL EMERGENCY) FUND, WHICH IS AN EMERGENCY FINANCIAL RESOURCE FOR SENTARA EMPLOYEES THAT ARE EXPERIENCING CATASTROPHIC HARDSHIP OR LOSS THROUGH NO FAULT OF THEIR OWN. SENTARA EMPLOYEES WHO RECEIVE AID FROM THE HOPE FUND HAVE FACED DEVASTATING CRISES SUCH AS FIRE, DEATH, NATURAL DISASTERS, OR SERIOUS PERSONAL OR FAMILY ILLNESS. IN 2021, EMPLOYEES DONATED $271,469 TO THE HOPE FUND AND WE AWARDED $406,978 TO SENTARA EMPLOYEES IN CRISES ACROSS THE SYSTEM. F. IN SUPPORT OF IMPROVING THE PUBLIC HEALTH OF OUR COMMUNITIES, SENTARA DONATED $6 MILLION (AS PART OF OUR COMMUNITY BENEFIT) TO OLD DOMINION UNIVERSITY, NORFOLK STATE UNIVERSITY AND EASTERN VIRGINIA MEDICAL SCHOOL TO START A NEW SCHOOL OF PUBLIC HEALTH. SENTARA SIGNED A MEMORANDUM OF UNDERSTANDING WITH OLD DOMINION UNIVERSITY AND EASTERN VIRGINIA MEDICAL SCHOOL TO STRENGTHEN MEDICAL EDUCATION IN HAMPTON ROADS. G. ALSO, AS PART OF OUR COMMUNITY BENEFIT, SENTARA CONTRIBUTED $150,000 TO VIRGINIA VETERANS SERVICES FOUNDATION TO BE USED FOR HOUSING ASSISTANCE AND SUICIDE PREVENTION PROGRAMS. H. BECAUSE OF THE GROWING NUMBER OF INDIVIDUALS FACING HOMELESSNESS, SENTARA CONTINUES TO PARTNER WITH MANY ORGANIZATIONS TO ADDRESS THIS CRITICAL NEED THAT HAS REACHED NEW HEIGHTS DUE TO THE COVID-19 PANDEMIC. HERE ARE A FEW EXAMPLES: 1. HEALTHY HOTEL PROJECT: THANKS TO OUR PARTNERSHIP WITH THE NORFOLK COMMUNITY SERVICES BOARD (NCSB), SENTARA'S MEDICAL GROUP AND HOME CARE DIVISIONS HAVE BEEN ABLE TO HELP NCSB SAFELY LEVERAGE HOTEL ROOMS CONVERTED INTO A SAFE AND SUPPORTIVE SHELTER PROGRAM. THROUGH THE HEALTHY HOTEL PROJECT, NCSB IS PROVIDING TEMPORARY SHELTER FOR NORFOLK'S MOST VULNERABLE HOMELESS RESIDENTS, WHILE SENTARA PROVIDES PREVENTIVE SCREENING, SUPPORT, AND CHRONIC DISEASE MANAGEMENT SERVICES. 2. THE HELP CLINIC: THIS FREE CLINIC IN HAMPTON, VIRGINIA, CONTINUED TO OPERATE A SINGLE SITE SHELTER FOR THE HOMELESS WITH COVID-19 SAFEGUARDS. SENTARA CAREPLEX HOSPITAL CASE MANAGERS WORK WITH THE HELP CLINIC TO ENSURE HOMELESS INDIVIDUALS HAVE ACCESS TO THERMAL SHELTERS, WHERE THEY CAN LINK THE CLIENTS TO MORE PERMANENT HOUSING SOLUTIONS. 3. SUITCASE CLINIC: A COLLABORATION AMONG JAMES MADISON UNIVERSITY AND OTHER COMMUNITY PARTNERS, INCLUDING THE RMH FOUNDATION, WORKS TO OVERCOME BARRIERS TO HEALTHCARE IN THE HARRISONBURG, VIRGINIA COMMUNITY. IMPORTANTLY, IT SUPPORTS HEALTH AND WELLNESS AMONG THE REGION'S HOMELESS POPULATION THROUGH MOBILE HEALTH SERVICES. I. COMMUNITY HEALTH INITIATIVES SENTARA AND OPTIMA HEALTH HAVE LONG BEEN COMMITTED TO PROVIDING HEALTH AND PREVENTION SERVICES TO THE COMMUNITIES WE SERVE THROUGH MANY CHANNELS INCLUDING THE SENTARA HEALTHCARE COMMUNITY HEALTH AND PREVENTION ORGANIZATION WITHIN SENTARA. BELOW ARE SOME KEY HIGHLIGHTS OF THE EFFORTS IN OUR COMMUNITIES IN 2021: SENTARA CONTINUED TO OFFER PROGRAMS SUCH AS EATING FOR LIFE, WALKABOUT WITH HEALTHY EDGE, HEALTH HABITS, HEALTHY YOU, MEDITATION, TAI CHI AND YOGA. SENTARA HOSTS SEVERAL COMMUNITY EVENTS RAISING AWARENESS AROUND KEY HEALTH AWARENESS MONTHS. ONE GOOD EXAMPLE IS THROUGH THE PROMOTION OF "28 DAYS OF HEART" IN FEBRUARY 2021 IN SUPPORT OF HEART HEALTH AWARENESS. ONLINE PROMOTIONS, RADIO ADS, VIDEOS, SCREENINGS, AND MORE WERE CONDUCTED TO RAISE AWARENESS OF HEART DISEASE THROUGHOUT THE COMMUNITIES WE SERVE IN VIRGINIA AND NORTH CAROLINA. ADDITIONALLY, SENTARA NORFOLK GENERAL HOSPITAL RECEIVED GRANT FUNDING THAT SUPPORTS COMMUNITY HEALTH WORKERS TO PROVIDE CASE MANAGEMENT SERVICES FOR SURVIVORS OF GUN VIOLENCE, ASSAULTS AND STABBINGS ADMITTED TO THE TRAUMA SERVICE OR DISCHARGED FROM THE EMERGENCY DEPARTMENT. THE PURPOSE OF THE PROGRAM IS TO ASSIST SURVIVORS OF VIOLENCE, ASSESS THEIR SOCIAL DETERMINANTS OF HEALTH AND BASED ON THE RESULTS DEVELOP AN INTERVENTION PLAN. THE GOAL IS TO PROVIDE SKILLS AND KNOWLEDGE TO AID THE INDIVIDUAL AND FAMILY TO IMPROVE THE QUALITY OF THEIR LIVES.
FORM 990, PART III, LINE 4A	III. COMMITMENT TO OUR TEAM MEMBERS SENTARA INVESTING IN OUR PEOPLE IS ALWAYS A TOP PRIORITY AND IN LINE WITH OUR MISSION TO IMPROVE HEALTH EVERY DAY. IN 2021 ALONE, SENTARA GAVE OUT MONETARY APPRECIATION GIFTS IN APRIL AND DECEMBER OF UP TO $3,500 TOTAL PER TEAM MEMBER IN RECOGNITION OF THEIR SERVICE TO THE PUBLIC DURING THE COVID-19 PANDEMIC. THE COMPANY RAISED ITS STARTING WAGE TO $15 PER HOUR MORE THAN TWICE THE FEDERAL MINIMUM WAGE EARLIER THAN PREVIOUSLY ANNOUNCED. SENTARA COLLEAGUES ALSO RECEIVED MARKET AND MERIT INCREASES IN MAY 2021 OF UP TO 8%, VALUED AT OVER $50 MILLION. THE TOTAL INVESTED IN TEAM MEMBERS IN 2021 WAS APPROXIMATELY $185 MILLION. IV. GROWTH IN SENTARA HEALTHCARE OUR GROWTH IN 2021 INCLUDED THE FOLLOWING: A. SENTARA BROKE GROUND ON THE NEW 135-ACRE SENTARA ALBEMARLE REGIONAL HEALTH CAMPUS IN ELIZABETH CITY, NC THAT WILL HOUSE A HOSPITAL AND MEDICAL OFFICE BUILDING. THIS GROUNDBREAKING MARKS THE MOST SIGNIFICANT INVESTMENT IN HEALTH CARE IN NORTHEAST NORTH CAROLINA SINCE THE CURRENT SENTARA ALBEMARLE MEDICAL CENTER WAS OPENED MORE THAN 60 YEARS AGO. B. OPTIMA HEALTH AND VIRGINIA PREMIER CONTINUED TO COLLECTIVELY SERVE OVER 600,000 PLUS ELIGIBLE VIRGINIANS WHO QUALIFIED FOR MEDICAID. C. THE SENTARA BROCK CANCER CENTER IN NORFOLK, VIRGINIA, BEGAN ITS SECOND YEAR SERVING AS A PATIENT-CENTERED FACILITY THAT IS TRANSFORMING CANCER CARE IN SOUTHEAST VIRGINIA/NORTHEAST NORTH CAROLINA. THE SENTARA BROCK CANCER CENTER SERVES 700-1000 PATIENTS PER DAY. D. IN HAMPTON ROADS, SENTARA OPENED A NEW WEIGHT-LOSS SURGERY PRACTICE; OPENED THE SENTARA BEHAVIORAL HEALTH CARE CENTER; OPENED A NEW NEUROLOGY PRACTICE; LAUNCHED VIRTUAL PHYSICAL THERAPY SERVICES; AND LAUNCHED HOSPITAL AT HOME TO CARE FOR PATIENTS IN THEIR HOME WHO WOULD HAVE OTHERWISE RECEIVED CARE IN A HOSPITAL SETTING. E. IN THE BLUE RIDGE REGION (HARRISONBURG AND CHARLOTTESVILLE), SENTARA LAUNCHED NEW ANESTHESIA PROGRAMS; ADDED FIVE NEW ORTHOPEDIC SURGEONS; AND ADDED ONE NEW PRIMARY CARE OFFICE LOCATION IN WAYNESBORO. F. IN THE HALIFAX REGION, SENTARA HALIFAX REGIONAL HOSPITAL OPENED PHASE ONE AND TWO OF THE LABOR DELIVERY RECOVERY AND POSTPARTUM UNIT (LDRP). THIS NEW MOTHER, BABY AND FAMILY UNIT WILL TRANSFORM THE EXPERIENCE MOMS AND FAMILIES HAVE WHEN DELIVERING THEIR BABY. SENTARA HALIFAX REGIONAL HOSPITAL ALSO ADDED A NEW ORTHOPEDIC SURGEON. G. IN NORTHERN VIRGINIA, SENTARA NORTHERN VIRGINIA MEDICAL CENTER ACHIEVED A TRAUMA III DESIGNATION; INTRODUCED A NEW PRIMARY CARE PHYSICIAN; EXPANDED THERAPY SERVICES; AND ADDED THE MOBILE PET/CT SERVICE. V. DIGITAL INITIATIVES AND INNOVATION SUCCESS A. SENTARA CONTINUED ITS FOCUS ON ENHANCING THE CONSUMER DIGITAL EXPERIENCE THROUGH THE ONGOING DEVELOPMENT AND ENHANCEMENT OF THE SENTARA "APP AND THE OPTIMA "APP". AS OF DECEMBER 2021, CUMULATIVE INITIAL UNIQUE LOGINS TO THE SENTARA APP WERE 290,473 AND CUMULATIVE DIGITAL ACCOUNTS ARE 685,154. AS OF DECEMBER 2021, CUMULATIVE INITIAL UNIQUE LOGINS TO THE OPTIMA HEALTH APP WERE 59,374 AND CUMULATIVE DIGITAL ACCOUNTS ARE 226,585. THE FINAL COMBINED APP ADOPTION NUMBER IS 38.4% VS. A BASELINE OF 27.5%, A NEARLY 11-PERCENTAGE POINT INCREASE. OUR AIM IS TO CONTINUOUSLY IMPROVE THE VIRTUAL EXPERIENCE, ENABLE VOICE OF THE CUSTOMER TO DRIVE CHANGE TO THE EXPERIENCE, AND ALLOW FOR A MORE FRICTIONLESS EXPERIENCE. B. THE VOICE OF THE CUSTOMER MODEL WAS HEAVILY UTILIZED TO UNDERSTAND MORE FROM SENTARA AND OPTIMA CUSTOMERS. THE MODEL IS AN OPERATIONAL DESIGN THAT ENABLES SENTARA TO INTEGRATE THE VOICE OF THE CUSTOMER INTO ALL FACETS OF BUSINESS DECISION-MAKING AND PRODUCT DEVELOPMENT BOTH IN THE BRICK-AND-MORTAR WORLD AND IN THE WORLD OF VIRTUAL CARE. VI. BY THE NUMBERS: 734,339 EMERGENCY ROOM VISITS; 15,994 BABIES DELIVERED, 17 HEART TRANSPLANTS, 70 KIDNEY TRANSPLANTS, 1 PANCREAS TRANSPLANT, 260 CLINICAL TRIALS, 60 PUBLICATIONS IN MEDICAL JOURNALS, 778 LIFE-SAVING TRIPS FROM THE NIGHTINGALE AIR AMBULANCE, AND 4,182,096 POUNDS OF PAPER RECYCLED. VII. EXPANDING EDUCATIONAL AND RESEARCH OPPORTUNITIES A. EDUCATION: SENTARA IS COMMITTED TO ALWAYS IMPROVING--INCLUDING ENCOURAGING REGISTERED NURSES (RNS) TO CONTINUE PURSUING EDUCATIONAL OPPORTUNITIES. CONTINUOUS LEARNING WILL ADVANCE THE CARE SENTARA NURSES DELIVER TO OUR PATIENTS AND ALLOW THEM TO ADVANCE IN THEIR CAREERS. IN 2021, SENTARA REACHED 83.2% OF SENTARA NURSES HAVING EARNED OR ARE UNDER CONTRACT TO EARN A BSN. SENTARA HAD 69.2% OF ITS NURSING WORKFORCE HOLDING A BSN OR HIGHER DEGREE WITH 14.0% OF LICENSED RNS WITH A CONTRACT TO COMPLETE THEIR BSN. B. RESEARCH: RESEARCH IS ANOTHER WAY SENTARA IS ALWAYS IMPROVING. IN 2021, SENTARA PARTICIPATED IN 260 CLINICAL TRIALS, INCLUDING 5 RELATED TO COVID-19. THE SENTARA HEALTH RESEARCH CENTER PROVIDES SCIENTIFIC, ADMINISTRATIVE, AND REGULATORY SUPPORT FOR RESEARCH CONDUCTED ACROSS SENTARA HEALTHCARE AND IN OUR COMMUNITIES. THE SENTARA HEALTH RESEARCH CENTER STRIVES TO IMPROVE TREATMENT OPTIONS, MEDICAL TECHNOLOGY, AND HEALTH EQUITIES WITH OUR DEDICATED TEAM OF EXPERTS AND STATE-OF-THE-ART TECHNOLOGY. OUR RESEARCH TAKES PLACE INSIDE AND OUTSIDE OF THE HOSPITAL. WE ALSO CONDUCT RESEARCH IN OUR COMMUNITY AND PARTNER WITH MANY COMMUNITY PRACTICES. OUR RESEARCH HELPS TO ADVANCE SCIENTIFIC UNDERSTANDING OF DISEASES AND ADVANCE KNOWLEDGE THAT LEADS TO BETTER AND MORE EFFECTIVE TREATMENTS THAT IMPROVE THE HEALTH IN OUR COMMUNITIES. OUR AREAS OF RESEARCH INCLUDE: CANCER CARDIOVASCULAR HEALTHCARE DELIVERY AND HEALTH EQUITY INTERNAL MEDICINE NEUROSCIENCES ORTHOPEDICS PULMONARY/CRITICAL CARE WITH HEALTH CARE FACILITIES THROUGHOUT VIRGINIA AND NORTH CAROLINA, SENTARA TREATS A DIVERSE POPULATION OF PATIENTS. BECAUSE OF OUR WEALTH OF EXPERTISE, CUTTING-EDGE TECHNOLOGY AND CENTRALIZED AND COHESIVE RESEARCH DEPARTMENT, SENTARA CONTINUES TO BE A PREMIER HEALTH RESEARCH PARTNER. VIII. QUALITY, PATIENT SAFETY, AND COMMUNITY DISTINCTIONS AND AWARDS AWARD-WINNING CARE-- AS ALWAYS, SENTARA IS PROUD AND HUMBLED BY THE VARIOUS AWARDS AND RECOGNITIONS THE SYSTEM RECEIVED OVER THE COURSE OF THE YEAR. OUR MISSION IS TO IMPROVE HEALTH EVERY DAY. TO RECEIVE AN AWARD IS SIMPLY AN ADDED ACKNOWLEDGEMENT OF OUR MISSION DRIVEN WORK. HERE ARE A FEW OF THE 2021 AWARDS AND RECOGNITIONS: 1. SENTARA HEALTHCARE WAS NAMED ONE OF THE TOP 15 HEALTH SYSTEMS IN THE NATION FOR 2021 BY IBM WATSON HEALTH. THIS IS THE SECOND TIME SENTARA RECEIVED THIS PRESTIGIOUS HONOR, WHICH HIGHLIGHTS TOP-PERFORMING U.S. HEALTH SYSTEMS WITH EXCELLENT CLINICAL OUTCOMES, OPERATIONAL EFFICIENCY, AND PATIENT EXPERIENCE. SENTARA HEALTHCARE IS THE ONLY HEALTH SYSTEM IN THE MID-ATLANTIC AND SOUTHEAST REGIONS TO BE RECOGNIZED WITH THIS HONOR. 2. SENTARA NORFOLK GENERAL HOSPITAL EARNED A TOP 50 NATIONAL RANKING FROM U.S. NEWS & WORLD REPORT: UROLOGY. THIS EXTRAORDINARY RANKING, 40TH IN THE NATION, IS DUE TO THE GREAT PARTNERSHIP AND COLLABORATION WITH UROLOGY OF VIRGINIA AND EASTERN VIRGINIA MEDICAL SCHOOL (EVMS). UROLOGY SERVICES INCLUDE EXPERT TREATMENT METHODS FOR KIDNEY STONES TO COMPLEX BLADDER SURGERY, ROBOTIC SURGERY FOR PROSTATE, KIDNEY AND BLADDER CANCERS, GREEN LIGHT THERAPY FOR ENLARGED PROSTATE, AND THE SENTARA-EVMS COMPREHENSIVE PELVIC FLOOR CENTER. 3. ALL 12 SENTARA HOSPITALS EARNED A "LEADER IN LGBTQ HEALTHCARE EQUALITY" IN THE 2020 - 2021 TIMEFRAME FOR THE HEALTHCARE EQUALITY INDEX (HEI), A NATIONAL LGBTQ BENCHMARKING TOOL FROM THE HUMAN RIGHTS CAMPAIGN. 4. SENTARA WAS ACKNOWLEDGED AS ONE OF THE LEADING COMPANIES IN THE "GENEROUS VIRGINIANS" REPORT PUBLISHED IN VIRGINIA BUSINESS IN MAY 2021. SENTARA PROVIDED THE LARGEST DONATION BY A COMPANY OR CORPORATE FOUNDATION THROUGH ITS DONATION OF $23.5 MILLION TO EASTERN VIRGINIA MEDICAL SCHOOL (EVMS) IN 2020. AND, IN THE CATEGORY OF TOTAL CORPORATE DONATIONS TO VIRGINIA NONPROFITS IN 2020, SENTARA WAS TOP OF THE LIST WITH DONATIONS TOTALING $35.3 MILLION. IX. HEALTH PLANS GROWTH OPTIMA HEALTH CONTINUES TO SEE GROWTH IN THE COMMERCIAL EMPLOYER MARKET. OPTIMA HEALTH ALONG WITH VIRGINIA PREMIER SERVES OVER 951,000 MEMBERS IN VIRGINIA, NORTH CAROLINA, AND OHIO. OPTIMA MEDICARE STAR RATING INCREASED TO 4.0 FROM 3.5 AND OPTIMA CONTINUES TO PRESS FORWARD ON ITS QUALITY, AFFORDABILITY, ACCESSIBILITY, HEALTH AND WELLNESS, VIRTUAL CARE, AND CUSTOMER EXPERIENCE.
FORM 990, PART III, LINE 4A	X. COVID-19 THE SECOND YEAR OF THE PANDEMIC PRESENTED MANY CHALLENGES, YET MUCH HOPE GIVEN THE INTRODUCTION OF THE COVID-19 VACCINES. SENTARA LEADERS AND TEAM MEMBERS CONTINUED TO RISE TO NEW HEIGHTS WITH THEIR HARD WORK AND PERSEVERANCE IN TAKING CARE OF EACH OTHER AS WELL AS OUR MEMBERS AND PATIENTS. HERE ARE A FEW HIGHLIGHTS: 1. BY THE NUMBERS: - SENTARA WAS THE FIRST IN THE COMMONWEALTH OF VIRGINIA TO HOST A VACCINE CLINIC AND IN FULL, PARTNERED WITH COMMUNITY AND FAITH-BASED ORGANIZATIONS TO HOLD OVER 550 COVID-19 VACCINE CLINICS. SENTARA ADMINISTERED NEARLY 200,000 VACCINES. TEAM MEMBERS AND VOLUNTEERS REGISTERED MORE THAN 30,000 HOURS AT COVID-19 VACCINE CLINICS. SENTARA PARTICIPATED IN 5 COVID-19 CLINICAL TRIALS WITH MORE THAN 1,000 PATIENTS ENROLLED. - COVID-19 SINCE THE BEGINNING OF THE PANDEMIC, 19,080 COVID-19 PATIENTS WERE ADMITTED TO SENTARA HOSPITALS, 13,255 WERE IN 2021. SINCE THE BEGINNING OF THE PANDEMIC, SENTARA HAD 155,798 COVID-19 PATIENT DAYS, 98,806 DAYS WERE IN 2021; 33,736 TOTAL INTENSIVE CARE UNIT DAYS FOR COVID -19 PATIENTS; AND 27,235 TOTAL VENTILATOR DAYS FOR COVID-19 PATIENTS. 2. SAFETY FOR OUR PATIENTS AND VISITORS: SENTARA CONTINUED ITS DILIGENCE FOR CLEANING/SANITIZING PATIENT CARE AREAS, MANDATORY MASKING, AND SOCIAL DISTANCING. 3. VACCINE EDUCATION: SENTARA LAUNCHED SEVERAL MARKETING CAMPAIGNS TO EDUCATE ALL IN THE COMMUNITY THE NEED TO GET VACCINATED AND BOOSTED. 4. PROTECTING OUR TEAM MEMBERS: SENTARA CONTINUED ITS RIGOROUS SCREENING PROCEDURES AT ALL OUR FACILITIES AND WORK LOCATIONS. WE ALSO EMBARKED ON A "BE KIND" CAMPAIGN TO ENCOURAGE THE PUBLIC, PATIENTS, AND VISITORS TO TREAT OUR EMPLOYEES WITH KINDNESS, EMPATHY, AND COMPASSION. 5. SUPPORTING OUR TEAM MEMBERS: SENTARA CONTINUED WITH THE PROGRAM, "YOU MATTER" TO HELP TEAM MEMBERS WITH THEIR SOCIAL, EMOTIONAL, AND BEHAVIORAL HEALTH NEEDS DURING THIS DIFFICULT PANDEMIC PERIOD. "YOU MATTER" HAS AN ABUNDANCE OF RESOURCES FOR STRESS MANAGEMENT, MINDFULNESS, RESILIENCE, MENTAL WELLNESS, AND CARE GIVER STRESS. SENTARA STRESSED THE NEED FOR TEAM MEMBERS TO TAKE CARE OF THEMSELVES AND EACH OTHER. WE ALSO LAUNCHED A PUBLIC "THANK YOU" ADVERTISING CAMPAIGN TO SHOW OUR APPRECIATION FOR OUR EMPLOYEES' RESILIENCE, DEDICATION, AND HARD WORK. 6. SENTARA COVID-19 STEERING COMMITTEE: SENTARA CONTINUED TO DILIGENTLY MONITOR THE PANDEMIC CRISIS WITH THE ONGOING WORK OF THE COVID-19 STEERING COMMITTEE. LEADERS MET FREQUENTLY AND THIS ALLOWED SENTARA TO SUCCESSFULLY RESPOND, PIVOT, PLAN, AND COORDINATE ACTIONS IN RESPONSE TO THE UNPRECEDENTED PANDEMIC ESPECIALLY DURING THE ADMINISTRATION OF VACCINES, STANDING UP VACCINE CLINICS AND WORKING IN THE COMMUNITY REACHING UNDERSERVED POPULATIONS. SENTARA LEADERS FREQUENTLY WERE IN COMMUNICATION WITH FEDERAL, STATE, REGIONAL AND LOCAL ELECTED OFFICIALS, AND OTHER KEY STAKEHOLDERS TO COLLECTIVELY LEARN AND ADVISE OTHERS OF NEEDS AND ISSUES. CONCLUSION: SENTARA HEALTHCARE IS COMMITTED TO OUR MISSION WE IMPROVE HEALTH EVERY DAY. WE PROVIDE QUALITY CARE THROUGH EXPERT PROVIDERS, USING CUTTING-EDGE TECHNOLOGY, DEPLOYING MEDICAL BREAKTHROUGHS, AND PROVIDING EXCELLENT CUSTOMER SERVICE ALL WITH A CONSTANT FOCUS ON INNOVATION. AND WE ARE COMMITTED TO SUPPORTING THE COMMUNITIES WE SERVE THROUGH OUR COMMUNITY ENGAGEMENT AND IMPACT PROGRAM, SERVING DIVERSITY AND EXPLORING HEALTH EQUITIES, VOLUNTEERISM, GRANTS, SPONSORSHIPS, AND SUPPORTING INITIATIVES THAT LIFT OUR COMMUNITIES. WE LOOK FORWARD TO ANOTHER YEAR OF COMMUNITY SUCCESS, GROWTH, AND INNOVATION IN 2022.
FORM 990, PART V, LINE 1A: FORM 1096	AS THE 501(C)(3) TAX EXEMPT PARENT OF THE SENTARA HEALTH SYSTEM, THE ORGANIZATION MAINTAINS AGENCY RELATIONSHIPS AND ISSUES 1099S ON BEHALF OF OTHER ENTITIES IN THE SYSTEM. THE NUMBER REPORTED IS A BEST ESTIMATE OF THE 1099S ATTRIBUTABLE TO THE ORGANIZATION. THE EXACT NUMBER CANNOT BE DETERMINED; AS SOME OF THE 1099S ISSUED BY THE ORGANIZATION ARE ATTRIBUTABLE TO MORE THAN ONE ENTITY, AND THERE IS NO REPORTING MECHANISM TO DETERMINE 1099'S ATTRIBUTABLE SOLELY TO THE ORGANIZATION.
FORM 990, PART VI, SECTION A, LINE 2	BUSINESS OR FAMILY RELATIONSHIP OF OFFICERS, DIRECTORS: THE ORGANIZATION'S OFFICERS AND DIRECTORS SERVED TOGETHER ON THE BOARDS OF OTHER ORGANIZATIONS WITHIN THE SENTARA HEALTHCARE SYSTEM ("THE SYSTEM"), AS WELL AS JOINT VENTURES IN WHICH THE SYSTEM HAD AN OWNERSHIP INTEREST. SEE SCHEDULE R FOR A LISTING OF SUCH ENTITIES.
FORM 990, PART VI, SECTION B, LINE 11B	FORM 990 REVIEW PROCESS THE ORGANIZATION USED ITS OWN IN-HOUSE TAX DEPARTMENT, HEADED BY A LICENSED CERTIFIED PUBLIC ACCOUNTANT, TO BOTH PREPARE AND REVIEW ITS FORM 990. DURING THE PREPARATION AND REVIEW PROCESS, THE TAX DEPARTMENT WORKED CLOSELY WITH OTHER DEPARTMENTS, SUCH AS LEGAL, COMPENSATION AND BENEFITS, COMPLIANCE, FINANCE, AND MARKETING, TO ENSURE THAT A COMPLETE AND ACCURATE RETURN WAS FILED.
FORM 990, PART VI, SECTION B, LINE 12C	EXPLANATION OF MONITORING AND ENFORCEMENT OF CONFLICTS: DIRECTORS, BOARD-NOMINATED OFFICERS, AND KEY EMPLOYEES ARE REQUESTED TO SUBMIT AN ANNUAL CONFLICT OF INTEREST QUESTIONNAIRE AND CERTIFY TO THE COMPLETION AND ACCURACY OF THE INFORMATION DISCLOSED. ADDITIONALLY, EACH ORGANIZATION'S GOVERNING BOARD OR APPROPRIATE BODY MONITORS TRANSACTIONS INVOLVING DISCLOSED POTENTIAL CONFLICTS OF INTEREST.
FORM 990, PART VI, SECTION B, LINE 15	THE ORGANIZATION FOLLOWED PROCESSES AND PROCEDURES SET FORTH IN ITS GOVERNING DOCUMENTS TO ENSURE COMPLIANCE WITH ITS OBLIGATIONS AS A 501(C)(3) HEALTHCARE ORGANIZATION TO PAY DISQUALIFIED PERSONS' REASONABLE COMPENSATION. SUCH PROCESSES AND PROCEDURES ARE INTENDED TO ESTABLISH THE REBUTTABLE PRESUMPTION OF REASONABLENESS UNDER THE INTERNAL REVENUE CODE SECTION 4958 REGULATIONS. THE COMPENSATION PHILOSOPHY OF THE ORGANIZATION IS TO BASE OVERALL COMPENSATION AND BENEFITS FOR EXECUTIVES ON NOT-FOR-PROFIT MARKET COMPARABLES, ADJUSTED AS APPLIED TO EACH EXECUTIVE, TAKING INTO CONSIDERATION THE INDIVIDUAL SKILLS, EXPERIENCE, TENURE AND PERFORMANCE OF THE EXECUTIVE BEING COMPENSATED AND OVERALL PERFORMANCE OF THE ORGANIZATION. IN LINE WITH THIS PHILOSOPHY, THE ORGANIZATION PERFORMED SUBSTANTIAL DUE DILIGENCE AS TO MARKET COMPARABLES. THE COMPENSATION COMMITTEE, WHICH CONSISTS OF BOARD MEMBERS WITHOUT CONFLICTS OF INTEREST, ENGAGED AN OUTSIDE CONSULTANT, WHO REPORTS TO THE COMPENSATION COMMITTEE, TO CONDUCT A STUDY ASSESSING THE COMPETITIVENESS OF TOTAL COMPENSATION (INCLUDING CASH COMPENSATION, BENEFITS AND PERQUISITES) OF ITS SENIOR EXECUTIVES PRIOR TO MAKING DECISIONS REGARDING ANNUAL BASE SALARY ADJUSTMENTS, APPROVING INCENTIVE AWARDS, OR CONSIDERING PROGRAMMATIC CHANGES. THE STUDY COMPARED THE COMPENSATION OF THE ORGANIZATION'S SENIOR EXECUTIVES TO COMPENSATION DATA FROM MULTIPLE PUBLISHED SURVEY SOURCES BASED ON EACH SENIOR EXECUTIVE'S FUNCTIONAL RESPONSIBILITY. IN CONDUCTING THE STUDY, THE CONSULTANT TARGETED OTHER NOT-FOR-PROFIT HEALTH SYSTEMS OF SIMILAR SIZE BASED ON NET REVENUE AND COMPLEXITY. FOR HEALTH PLAN POSITIONS, HEALTH PLANS WITH SIMILAR PREMIUMS, OR MEMBERS, WERE TARGETED. THE CONSULTANT ALSO CONDUCTS A REVIEW OF THE ORGANIZATION'S PERFORMANCE RELATIVE TO A GROUP OF NOT-FOR-PROFIT HEALTH SYSTEMS OF COMPARABLE SIZE AND SCOPE OF OPERATIONS EVERY YEAR. THE MOST RECENT STUDY COMPARED SENTARA'S PERFORMANCE TO 26 NOT-FOR-PROFIT HEALTHCARE SYSTEMS, AND 37 INDEPENDENT AND INTEGRATED DELIVERY SYSTEM-OWNED HEALTH PLANS THAT ARE COMPARABLE IN SIZE TO SENTARA'S HEALTH PLAN, BASED ON NET REVENUE GROWTH, OPERATING MARGIN, VARIOUS CLINICAL QUALITY METRICS AND PATIENT SATISFACTION. THE COMPENSATION STUDY WAS PRESENTED TO THE ORGANIZATION'S COMPENSATION COMMITTEE, WHICH MADE ITS COMPENSATION DECISIONS BASED ON A) ITS REVIEW AND ANALYSIS OF THE PERFORMANCE OF BOTH THE ORGANIZATION AND ITS SENIOR EXECUTIVES AND, B) A REASONABLENESS OF COMPENSATION ANALYSIS AND OPINION FROM AN EXTERNAL EXPERT IN THE COMPENSATION OF EXECUTIVES IN THE TAX-EXEMPT HEALTH CARE FIELD. THE COMMITTEE'S BASES FOR ITS DECISIONS WERE DOCUMENTED IN COMMITTEE MINUTES TAKEN DURING THE MEETING AND THEN CIRCULATED FOR REVIEW AND APPROVAL. ALL DECISIONS REGARDING COMPENSATION WERE MADE BY THE COMMITTEE, WHICH CONSISTS OF BOARD MEMBERS WITHOUT CONFLICT OF INTERESTS. THIS PROCESS WAS USED TO ESTABLISH COMPENSATION FOR THE ORGANIZATION'S PRESIDENT AND CEO, EXECUTIVE VICE PRESIDENT AND COO, EXECUTIVE VICE PRESIDENT AND CFO, AND OTHER EXECUTIVE, SENIOR AND CORPORATE VICE PRESIDENTS. THE PROCESS WAS LAST UNDERTAKEN DURING THE CURRENT TAX YEAR FOR ALL POSITIONS LISTED.
FORM 990, PART VI, SECTION C, LINE 19	PROVISION OF GOVERNING DOCS, COI POLICY AND FINANCIALS TO PUBLIC: THE CONSOLIDATED FINANCIAL STATEMENTS FOR SENTARA HEALTHCARE AND SUBSIDIARIES WERE MADE PUBLICLY AVAILABLE THROUGH THE USE OF DAC BOND (DISCLOSURE DISSEMINATION AGENT) AND CAN BE FOUND ON THE INTERNET AT WWW.DACBOND.COM. THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICTS OF INTEREST POLICY ARE GENERALLY NOT MADE AVAILABLE TO THE PUBLIC.
FORM 990, PART IX, LINE 11G	NON-EMPLOYEE HEALTHCARE PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 12,580,272. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 12,580,272. OTHER NON-MEDICAL PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 9,921,797. MANAGEMENT AND GENERAL EXPENSES 1,887,055. FUNDRAISING EXPENSES 256,359. TOTAL EXPENSES 12,065,211.
FORM 990, PART XI, LINE 9:	PARTNERSHIP INCOME BOOK < TAX -208,488. BOOK RECLASS OF INTERCOMPANY ACCOUNT BALANCES TO EQUITY 506,040,165. SUBPART F INCOME NOT ON BOOKS -867,298. CHANGE IN PENSION PLAN SERVICE CREDIT 150,918. CAPITAL DISTRIBUTION FROM SUBSIDIARY 101,000,000. PRIOR PERIOD PENSION ADJUSTMENT 7,386,000. REDUCTION TO PRIOR PD ASC 954-805 BARGAIN PURCHASE GAIN -3,332,698.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Total IncomeTotalIncomeAmt	End Of Year AssetsEndOfYearAssetsAmt	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt
SENTARA QUALITY CARE NETWORK LLC
6015 POPLAR HALL DRIVE	NORFOLK	VA	23502	461265616	HEALTH CARE	VA	$4,246,872	$0	SENTARA HEALTHCARE
SENTARA ACCOUNTABLE CARE ORGANIZATION LLC
6016 POPLAR HALL DRIVE	NORFOLK	VA	23503	842210068	HEALTH CARE	VA	$10,963,648	$0	SENTARA HEALTHCARE

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (25 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Exempt Code SectionExemptCodeSectionTxt	Public Charity StatusPublicCharityStatusTxt	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Controlled OrganizationControlledOrganizationInd
CLARKSVILLE SENIOR CARE LLC
6015 POPLAR HALL DRIVE	NORFOLK	VA	23502	541957066	SENIOR CARE	VA	501(C)(3)	LINE 12A, I	HALIFAX REGIONAL HOSPITAL	Yes (1)
HALIFAX REGIONAL DEV FOUNDATION INC
6015 POPLAR HALL DRIVE	NORFOLK	VA	23502	541801459	HLTH/WELFARE	VA	501(C)(3)	LINE 7	HALIFAX REGIONAL HOSPITAL	Yes (1)
HALIFAX REGIONAL HOSPITAL INCORPORATED
6015 POPLAR HALL DRIVE	NORFOLK	VA	23502	540648699	HEALTHCARE	VA	501(C)(3)	LINE 3	SENTARA HEALTHCARE	Yes (1)
HALIFAX REGIONAL LONG TERM CARE INC
6015 POPLAR HALL DRIVE	NORFOLK	VA	23502	546074529	SENIOR CARE	VA	501(C)(3)	LINE 12A, I	HALIFAX REGIONAL HOSPITAL	Yes (1)
SENTARA HALIFAX REGIONAL PROPERTIES INC
6015 POPLAR HALL DRIVE	NORFOLK	VA	23502	541801463	HLTH/WELFARE	VA	501(C)(3)	LINE 12A, I	HALIFAX REGIONAL HOSPITAL	Yes (1)
SENTARA PRINCESS ANNE HOSPITAL
6015 POPLAR HALL DRIVE	NORFOLK	VA	23502	273208969	HEALTHCARE	VA	501(C)(3)	LINE 3	SENTARA HOSPITALS	Yes (1)
SENTARA HOSPITALS
6015 POPLAR HALL DRIVE	NORFOLK	VA	23502	541547408	HEALTHCARE	VA	501(C)(3)	LINE 3	SENTARA HEALTHCARE	Yes (1)
SENTARA MEDICAL GROUP
6015 POPLAR HALL DRIVE	NORFOLK	VA	23502	541217184	HEALTHCARE	VA	501(C)(3)	LINE 10	SENTARA HEALTHCARE	Yes (1)
SENTARA ENTERPRISES
6015 POPLAR HALL DRIVE	NORFOLK	VA	23502	541917649	HEALTHCARE	VA	501(C)(3)	LINE 10	SENTARA HEALTHCARE	Yes (1)
SENTARA LIFE CARE CORP
6015 POPLAR HALL DRIVE	NORFOLK	VA	23502	541217183	HEALTHCARE	VA	501(C)(3)	LINE 10	SENTARA HEALTHCARE	Yes (1)
MPB INC
6015 POPLAR HALL DRIVE	NORFOLK	VA	23502	541346393	TITLE HOLDING COMPANY	VA	501(C)(2)		SENTARA ENTERPRISES	Yes (1)
OPTIMA HEALTH PLAN
6015 POPLAR HALL DRIVE	NORFOLK	VA	23502	541283337	HMO	VA	501(C)(3)	LINE 12A, I	SENTARA HEALTHCARE	Yes (1)
POTOMAC HOSPITAL CORP OF PRINCE WILLIAM
6015 POPLAR HALL DRIVE	NORFOLK	VA	23502	540853898	HEALTHCARE	VA	501(C)(3)	LINE 3	SENTARA HEALTHCARE	Yes (1)
SENTARA RMH MEDICAL CENTER
6015 POPLAR HALL DRIVE	NORFOLK	VA	23502	540506331	HEALTHCARE	VA	501(C)(3)	LINE 3	SENTARA BLUE RIDGE LLC	Yes (1)
VALLEY WELLNESS CENTER
6015 POPLAR HALL DRIVE	NORFOLK	VA	23502	521309257	PREVENTATIVE HEALTH/REHAB	VA	501(C)(3)	LINE 10	SENTARA RMH MEDICAL CENTER	Yes (1)
MJH FOUNDATION
6015 POPLAR HALL DRIVE	NORFOLK	VA	23502	541401357	INVEST/MGT SVCS FOR SUPPORTED ORG	VA	501(C)(3)	LINE 12A, I	MARTHA JEFFERSON HOSPITAL	Yes (1)
MARTHA JEFFERSON HOSPITAL FOUNDATION
6015 POPLAR HALL DRIVE	NORFOLK	VA	23502	300041113	FUNDRAISING FOR SUPPORTED ORG	VA	501(C)(3)	LINE 12A, I	MARTHA JEFFERSON HOSPITAL	Yes (1)
MARTHA JEFFERSON HOSPITAL
6015 POPLAR HALL DRIVE	NORFOLK	VA	23502	540261840	HEALTHCARE	VA	501(C)(3)	LINE 3	SENTARA BLUE RIDGE LLC	Yes (1)
OPTIMA FAMILY CARE OF NORTH CAROLINA INC
6015 POPLAR HALL DRIVE	NORFOLK	VA	23502	823610648	MEDICAID HMO	NC	501(C)(3)	LINE 10	OPTIMA HEALTH OF NORTH CAROLINA LLC	Yes (1)
OPTIMA HEALTH OF NORTH CAROLINA LLC
6015 POPLAR HALL DRIVE	NORFOLK	VA	23502	823623430	SUPPORTS MCAID HMO	NC	501(C)(3)	LINE 12A, I	SENTARA HEALTHCARE	Yes (1)
SENTARA MEDICARE ADVANTAGE OF NORTH CAROLINA INC
6015 POPLAR HALL DRIVE	NORFOLK	VA	23502	842066617	MEDICARE HMO	NC	501(C)(4)	LINE 12A, I	SENTARA HEALTHCARE	Yes (1)
VIRGINIA PREMIER HEALTH PLAN INC
6015 POPLAR HALL DRIVE	NORFOLK	VA	23502	541760974	MEDICAID HMO	VA	501(C)(3)	LINE 10	SENTARA HEALTHCARE	Yes (1)
SENTARA COMMERCIAL HEALTH PLANS OF NORTH CAROLINA INC
6015 POPLAR HALL DRIVE	NORFOLK	VA	23502	851043564	SOCIAL WELFARE	NC	501(C)(4)		SENTARA HEALTHCARE	Yes (1)
SENTARA COMMUNITY HEALTH AND WELLNESS INITIATIVE
6015 POPLAR HALL DRIVE	NORFOLK	VA	23502	863471400	SOCIAL WELFARE	VA	501(C)(4)		SENTARA HEALTHCARE	Yes (1)
SENTARA EMPLOYEES PAC OF VIRGINIA
925 DOWNSHIRE CHASE	VIRGINIA BEACH	VA	23452	863515192	POLITICAL	VA	527		SENTARA COMMUNITY HEALTH AND WELLNESS INITIATIVE	0

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (24 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Predominant Income TypePredominantIncomeTypeTxt	Share Of Total IncomeShareOfTotalIncomeAmt	Share Of EOY AssetsShareOfEOYAssetsAmt	Disproportionate AllocationsDisproportionateAllocationsInd	General Or Managing PartnerGeneralOrManagingPartnerInd	OwnershipOwnershipPct
MANAGEMENT SERVICES LLC
814 GREENBRIER CIRCLE STE H	CHESAPEAKE	VA	23320	541365012	HLTH MGT SV	VA	SVI	UNRELATED	$1,954	$361,039	0	0	0.40000
MANAGEMENT SERVICES LLC
814 GREENBRIER CIRCLE STE H	CHESAPEAKE	VA	23320	541365012	HLTH MGT SV	VA	SH	UNRELATED	$978	$180,525	0	0	0.20000
OBICI REAL ESTATE HOLDINGS LLC
6015 POPLAR HALL DRIVE	NORFOLK	VA	23502	261749881	RE RENTAL	VA	SH	RELATED	$90,024	$3,348,796	0	0	0.76710
PRINCESS ANNE AMB SURG MGT LLC
1975 GLENN MITCHELL STE 300	VA BEACH	VA	23456	204920880	HEALTH CARE	VA	SH	RELATED	$2,285,456	$4,199,574	0	0	0.52590
VA BEACH AMBULATORY SURGERY CENTER
1700 WILL O WISP DRIVE	VA BEACH	VA	23454	541448218	HEALTH CARE	VA	SH	RELATED	$613,071	$3,364,093	0	0	0.50000
CANCER CENTERS OF VA LLC
5900 LAKE WRIGHT DRIVE	NORFOLK	VA	23502	201338518	HEALTH CARE	VA	SH	RELATED	-$713,144	$9,139,913	0	0	0.50000
HAMPTON ROADS LITHOTRIPSY LLC
225 CLEARFIELD AVE	VIRGINIA BEACH	VA	23462	200942600	HEALTH CARE	VA	SVI	UNRELATED	$204,911	$89,257	0	0	0.33330
RADIOLOGY SERVICES OF HAMPTON ROADS LC
814 GREENBRIER CIRCLE STE H	CHESAPEAKE	VA	23320	541774472	HEALTH CARE	VA	SE	RELATED	-$57,561	$1,094,483	0	0	0.25000
RADIOLOGY SERVICES OF HAMPTON ROADS LC
814 GREENBRIER CIRCLE STE H	CHESAPEAKE	VA	23320	541774472	HEALTH CARE	VA	SH	RELATED	-$57,561	$1,094,483	0	0	0.25000
SENTARA OBICI AMBULATORY SURGERY LLC
2750 GODWIN BLVD	SUFFOLK	VA	23434	260144898	HEALTH CARE	VA	SH	RELATED	$877,350	$2,884,282	0	0	0.63500
POTOMAC INOVA HEALTHCARE ALLIANCE LLC
8110 GATEHOUSE RD STE 400W	FALLS CHURCH	VA	22042	541802733	HEALTH CARE	VA	PHC	RELATED	$114,012	$1,674,966	0	0	0.50000
CAREPLEX ORTHOPAEDIC ASC LLC
3000 COLISEUM DRIVE	HAMPTON	VA	23666	271867311	HEALTH CARE	VA	SH	RELATED	$3,238,660	$2,946,511	0	0	0.50000
PHYSICAL THERAPY ACACLLC
501 ALBEMARLE SQUARE	CHARLOTTESVILLE	VA	22901	260080717	HEALTH CARE	VA	MJME	UNRELATED	-$292,814	$705,630	0	0	0.50000
MNS SUPPLY CHAIN NETWORK LLC
11525 N COMMUNITY HOUSE RD STE 450	CHARLOTTE	NC	28277	454235238	GPO	DE	SHC	UNRELATED	-$13,746	$29,682	0	Yes (1)	0.33330
LAKE RIDGE AMBULATORY SURGERY CENTER LLC
12825 MINNIEVILLE RD STE 204	WOODBRIDGE	VA	22192	455347932	HEALTH CARE	VA	PHC	RELATED	-$150,709	$1,769,632	0	0	0.58820
CAHABA PARTNERS CORE FIXED INCOME FUND
C/O GTC 12 GILL ST SUITE 2600	WOBURN	MA	01801	474618533	POOLED INV FD	DE	SHC	EXCLUDED	$25,839,201	$1,216,144,420	Yes (1)	0	0.83150
HIGHLAND EQUITY FUND
C/O GTC 12 GILL ST SUITE 2600	WOBURN	MA	01801	474606269	POOLED INV FD	DE	SHC	EXCLUDED	$10,932,675		Yes (1)	0
CAHABA PARTNERS PUBLIC INFLATION HEDGES FD
C/O GTC 12 GILL ST SUITE 2600	WOBURN	MA	01801	474601867	POOLED INV FD	DE	SHC	EXCLUDED	$51,005,726	$348,005,361	Yes (1)	0	0.60820
LEIGH ORTHOPEDIC SURGERY CENTER LLC
830 KEMPSVILLE ROAD	NORFOLK	VA	23502	832402528	HEALTH CARE	VA	SH	RELATED	$1,895,085	$9,568,452	0	0	0.51000
SURGICAL SUITES OF COASTAL VIRGINIA LLC
400 SENTARA CIRCLE	WILLIAMSBURG	VA	23188	833205375	HEALTH CARE	VA	SH	RELATED	$2,286,530	$2,090,169	0	0	0.51000
PORT WARWICK SURGERY CENTER LLC
1031 LOFTIS BOULEVARD	NEWPORT NEWS	VA	23606	832749039	HEALTH CARE	VA	SH	RELATED	$3,404	$764,750	0	0	0.53410
CAHABA PARTNERS EQUITY PLUS FUND
C/O GTC 12 GILL ST SUITE 2600	WOBURN	MA	01801	611865746	POOLED INV FD	DE	SHC	EXCLUDED	$255,864,543	$1,453,006,728	Yes (1)	0	0.53710
CAHABA PARTNERS TACTICAL EQUITY FUND
C/O GTC 12 GILL ST SUITE 2600	WOBURN	MA	01801	371939267	POOLED INV FD	DE	SHC	EXCLUDED	$65,071,207	$469,304,934	Yes (1)	0	0.53730
HA INTL EQUITY CEF FD CL-A
C/O BNY MELLON TRUST 4005 KENNET PI	GREENVILLE	DE	19807	845176311	POOLED INV FD	DE	SHC	EXCLUDED	$16,564,820	$133,170,584	Yes (1)	0	0.56720

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (24 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Entity TypeEntityTypeTxt	Share Of Total IncomeShareOfTotalIncomeAmt	Share Of EOY AssetsShareOfEOYAssetsAmt	OwnershipOwnershipPct	Controlled OrganizationControlledOrganizationInd	Address Line1ForeignAddress/AddressLine1Txt	CityForeignAddress/CityNm	CountryForeignAddress/CountryCd	Foreign PostalForeignAddress/ForeignPostalCd	Legal Domicile Foreign CountryLegalDomicileForeignCountryCd
SENTARA HOLDINGS INC
6015 POPLAR HALL DRIVE	NORFOLK	VA	23502	541555638	HOLDING COMPANY	VA	SENTARA HEALTHCARE	C	-$796	$5,589,626	1.00000	Yes (1)
SENTARA HEALTH PLANS INC
6015 POPLAR HALL DRIVE	NORFOLK	VA	23502	522368125	TPA	VA	SENTARA HOLDINGS INC	C	$60,845,055	$196,123,464	1.00000	Yes (1)
OPTIMA HEALTH GROUP
6015 POPLAR HALL DRIVE	NORFOLK	VA	23502	541473382	HMO	VA	SENTARA HEALTH PLANS INC	C	$749	$2,620,846	1.00000	Yes (1)
OPTIMA HEALTH INSURANCE COMPANY
6015 POPLAR HALL DRIVE	NORFOLK	VA	23502	541642752	HEALTH INSURANCE	VA	SENTARA HEALTH PLANS INC	C	$40,893,983	$28,909,817	1.00000	Yes (1)
OPTIMA BEHAVIORAL HEALTH SERVICES
6015 POPLAR HALL DRIVE	NORFOLK	VA	23502	621382666	MENTAL HEALTH SVCS	VA	SENTARA HEALTH PLANS INC	C	$9,555,213	$4,311,433	1.00000	Yes (1)
SENTARA VENTURES INC
6015 POPLAR HALL DRIVE	NORFOLK	VA	23502	541688615	HOLDING COMPANY	VA	SENTARA HOLDINGS INC	C	$40,074,379	$112,180,053	1.00000	Yes (1)
SENTARA HEALTH INSURANCE CO OF NC
6015 POPLAR HALL DRIVE	NORFOLK	VA	23502	471888140	HEALTH INSURANCE	NC	SENTARA HOLDINGS INC	C	$10,705	$2,689,386	1.00000	Yes (1)
SENTARA HEALTH PLANS OF NC INC
6015 POPLAR HALL DRIVE	NORFOLK	VA	23502	465510421	TPA	NC	SENTARA HOLDINGS INC	C		$5,000	1.00000	Yes (1)
MANAGED CARE SERVICES INC
6015 POPLAR HALL DRIVE	NORFOLK	VA	23502	815421060	ALT HEALTH DELIVERY	VA	SENTARA HEALTH PLANS INC	C	$39,986,835	$7,788,965	1.00000	Yes (1)
SENTARA SOUTHSIDE HEALTH SERVICES INC
6015 POPLAR HALL DRIVE	NORFOLK	VA	24592	541417772	HEALTH SERVICES	VA	HALIFAX REGIONAL HOSPITAL INC	C	$3,922	$2,340,317	1.00000	Yes (1)
DOMINION HEALTH MEDICAL ASSOCIATES LTD
6015 POPLAR HALL DRIVE	NORFOLK	VA	24592	541060357	PHYS PRACTICE	VA	HALIFAX REGIONAL PROFESSIONAL SERVICES LLC	C	$8,938,617	$10,197,811	1.00000	Yes (1)
SMG INNOVATIONS INC
6015 POPLAR HALL DRIVE	NORFOLK	VA	23502	203730331	HEALTH CARE	VA	SENTARA MEDICAL GROUP	C	$6,872,779	$1,689,369	1.00000	Yes (1)
POTOMAC VENTURES CORP
6015 POPLAR HALL DRIVE	NORFOLK	VA	23502	541441420	HOLDING COMPANY	VA	POTOMAC HOSPITAL CORP	C	$5,643	$2,804,555	1.00000	Yes (1)
ROCKINGHAM HEALTH SERVICES INC
6015 POPLAR HALL DRIVE	NORFOLK	VA	23502	541721387	CONTRACTING SVCS	VA	SENTARA RMH MEDICAL CENTER	C			1.00000	Yes (1)
MARTHA JEFFERSON MEDICAL ENTERPRISES INC
6015 POPLAR HALL DRIVE	NORFOLK	VA	23502	541841528	MEDICAL BILLING SVCS	VA	MARTHA JEFFERSON HOSPITAL	C		$4,426,631	1.00000	Yes (1)
BAY PRIMEX INSURANCE COMPANY LTD
				980704114	OTHER INSURANCE FUNDS		SENTARA HEALTHCARE	C	$18,747,133	$107,193,450	1.00000	Yes (1)	PO BOX 1051	GRAND CAYMAN	CJ	KY1-1102	CJ
ALBEMARLE PHYSICIAN SERVICES-SENTARA INC
6015 POPLAR HALL DRIVE	NORFOLK	VA	23502	264592192	PHYS PRACTICE	NC	SENTARA ALBEMARLE REGIONAL MEDICAL CENTER LLC	C	$16,204,940	$16,779,091	1.00000	Yes (1)
THE PORT WARWICK MEDICAL ARTS BUILDING ASSOCIATION
6015 POPLAR HALL DRIVE	NORFOLK	VA	23502	562295574	BUILDING ASSOCIATION	VA	OPACC I LLC	C	$279,349	$175,358	0.86100	Yes (1)
MEDSTREAMING EGYPT SOFTWARE
					CONSULTING		FIVOS INC	C	$973,220	$20,361	0.55470	Yes (1)	5A-ELNASRROADDELTA BUILDING8TH FL	CAIRO	EG		EG
CAHABA PARTNERS TOTAL RETURN FUND LTD
					POOLED INV FD		SENTARA HEALTHCARE	C	$8,507,554	$195,824,273	0.78640	0	27 HOSPITAL ROAD	GEORGE TOWN	CJ	KY1-9008	CJ
FIVOS INC
8 COMMERCE AVE	WEST LEBANON	NH	03784	451573625	HEALTHCARE IT	DE	SENTARA VENTURES INC	C	$2,191,444	$11,058,445	0.57190	Yes (1)
PINEBRIDGE SSL SUB-TRUST 2
				986079263	POOLED INV FD		SENTARA HEALTHCARE	T	$11,598,184	$79,598,184	0.15440	0	190 ELGIN AVENUE	GEORGE TOWN	CJ	KY1-9005	CJ
MEDICAL METRX HOLDING INC
8 COMMERCE AVE	WEST LEBANON	NH	03784	204195631	HOLDING COMPANY	DE	FIVOS INC	C			0.57190	0
M2M INC
8 COMMERCE AVE	WEST LEBANON	NH	03784	133978513	DATA COLLECTION/AGGREGATION	DE	MEDICAL METRX HOLDING INC	C	$6,098,090	$4,700,527	0.57190	0

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	Yes (1)	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	Yes (1)	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	Yes (1)	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	Yes (1)	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	0	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	Yes (1)	DivRelatedOrganizationInd
Asset Sale To Other Org	0	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	0	AssetPurchaseFromOtherOrgInd
Asset Exchange	0	AssetExchangeInd
Rental Of Facilities To Oth Org	0	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	Yes (1)	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	Yes (1)	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	0	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	0	SharingOfFacilitiesInd
Paid Employees Sharing	0	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	0	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	Yes (1)	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	Yes (1)	TransferToOtherOrgInd
Transfer From Other Org	Yes (1)	TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (51 entries)

Transaction TypeTransactionTypeTxt	InvolvedInvolvedAmt	Method Of Amount DeterminationMethodOfAmountDeterminationTxt
ALBEMARLE PHYSICIANS SERVICES-SENTARA INC
L	$442,244	CORP BOOKS/REC
BAY PRIMEX INSURANCE COMPANY LTD
S	$7,743,389	CORP BOOKS/REC
DOMINION HEALTH MEDICAL ASSOCIATES LTD
L	$121,345	CORP BOOKS/REC
HALIFAX REGIONAL HOSPITAL INC
C	$362,569	CORP BOOKS/REC
HALIFAX REGIONAL HOSPITAL INC
B	$76,855,564	CORP BOOKS/REC
HALIFAX REGIONAL HOSPITAL INC
L	$3,439,005	CORP BOOKS/REC
HALIFAX REGIONAL LONG TERM CARE INC
C	$12,804	CORP BOOKS/REC
SENTARA HALIFAX REGIONAL PROPERTIES INC
L	$120,318	CORP BOOKS/REC
MARTHA JEFFERSON HOSPITAL
B	$274,548,335	CORP BOOKS/REC
MARTHA JEFFERSON HOSPITAL
C	$1,286,096	CORP BOOKS/REC
MARTHA JEFFERSON HOSPITAL
L	$12,008,771	CORP BOOKS/REC
MPB INC
B	$24,817,839	CORP BOOKS/REC
MPB INC
K	$1,701,803	CORP BOOKS/REC
MPB INC
L	$4,013,991	CORP BOOKS/REC
OBICI ASC
Q	$174,384	CORP BOOKS/REC
OPTIMA HEALTH PLAN
F	$101,000,000	CORP BOOKS/REC
OPTIMA HEALTH PLAN
L	$1,514,000	CORP BOOKS/REC
POTOMAC HOSPITAL CORPORATION OF PRINCE WILLIAM
C	$883,290	CORP BOOKS/REC
POTOMAC HOSPITAL CORPORATION OF PRINCE WILLIAM
B	$197,311,074	CORP BOOKS/REC
POTOMAC HOSPITAL CORPORATION OF PRINCE WILLIAM
L	$9,090,551	CORP BOOKS/REC
PRINCESS ANNE ASC
Q	$436,598	CORP BOOKS/REC
SENTARA COMMUNITY HEALTH AND WELLNESS INITIATIVE
L	$1,288,364	CORP BOOKS/REC
SENTARA COMMUNITY HEALTH AND WELLNESS INITIATIVE
A	$1,758	CORP BOOKS/REC
SENTARA ENTERPRISES
B	$7,216,756	CORP BOOKS/REC
SENTARA ENTERPRISES
C	$18,079,478	CORP BOOKS/REC
SENTARA ENTERPRISES
L	$3,358,422	CORP BOOKS/REC
SENTARA HALIFAX REGIONAL PROPERTIES INC
B	$491,924	CORP BOOKS/REC
SENTARA HEALTH PLANS INC
L	$7,045,000	CORP BOOKS/REC
SENTARA HEALTH PLANS INC
M	$8,879,000	CORP BOOKS/REC
SENTARA HEALTH PLANS INC
Q	$34,366,491	CORP BOOKS/REC
SENTARA HOSPITALS
B	$140,275,559	CORP BOOKS/REC
SENTARA HOSPITALS
C	$512,068,914	CORP BOOKS/REC
SENTARA HOSPITALS
L	$94,555,411	CORP BOOKS/REC
SENTARA LIFE CARE CORPORATION
C	$5,007,123	CORP BOOKS/REC
SENTARA LIFE CARE CORPORATION
L	$486,829	CORP BOOKS/REC
SENTARA MEDICAL GROUP
B	$1,902,702	CORP BOOKS/REC
SENTARA MEDICAL GROUP
C	$39,524,930	CORP BOOKS/REC
SENTARA MEDICAL GROUP
L	$8,958,739	CORP BOOKS/REC
SENTARA PRINCESS ANNE HOSPITAL
A	$7,233,090	CORP BOOKS/REC
SENTARA PRINCESS ANNE HOSPITAL
D	$130,009,179	CORP BOOKS/REC
SENTARA PRINCESS ANNE HOSPITAL
L	$9,861,805	CORP BOOKS/REC
SENTARA PRINCESS ANNE HOSPITAL
Q	$221,799,746	CORP BOOKS/REC
SENTARA PRINCESS ANNE HOSPITAL
S	$11,542,121	CORP BOOKS/REC
SENTARA RMH MEDICAL CENTER
B	$333,005,924	CORP BOOKS/REC
SENTARA RMH MEDICAL CENTER
C	$1,724,439	CORP BOOKS/REC
SENTARA RMH MEDICAL CENTER
L	$15,165,158	CORP BOOKS/REC
SMG INNOVATIONS INC
Q	$168,951	CORP BOOKS/REC
VALLEY WELLNESS CENTER
B	$1,906,219	CORP BOOKS/REC
VALLEY WELLNESS CENTER
L	$90,606	CORP BOOKS/REC
VIRGINIA PREMIER HEALTH PLAN INC
Q	$779,096	CORP BOOKS/REC
VIRGINIA PREMIER HEALTH PLAN INC
F	$102,400,000	CORP BOOKS/REC

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	FORM 990, SCHEDULE R	FormAndLineReferenceDesc
Explanation	THE ORGANIZATION AND ITS SUBSIDIARIES PARTICIPATE IN CASH MANAGEMENT ARRANGEMENTS WHEREBY ALL CASH OPERATING ACCOUNTS ARE SWEPT INTO OR FUNDED BY A MASTER OVERNIGHT INVESTMENT ACCOUNT ON A DAILY BASIS, IN ORDER TO MAINTAIN A $0 BALANCE IN ALL OPERATING ACCOUNTS AND MAXIMIZE INVESTMENT EARNINGS. THE DAILY TRANSFERS OF CASH, WHICH RESULT FROM THIS CONSOLIDATED CASH ARRANGEMENT, HAVE NOT BEEN REPORTED ON SCHEDULE R PART V.	ExplanationTxt