LOUDOUN NURSING AND REHABILITATION: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- LOUDOUN NURSING AND REHABILITATION (EIN 54-1361310)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-01
- IRS object ID
- 202243059349301744
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-01T14:55:02-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 221 E 4TH ST SUITE 2900 | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 541361310 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOUDOUN NURSING AND REHABILITATION | BusinessNameLine1Txt |
| Business Name Line2 | CENTER | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LOUD | BusinessNameControlTxt |
| Phone | 7038586000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8095 INNOVATION PARK DRIVE FINANCE | AddressLine1Txt |
| City | FAIRFAX | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22031 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALICE POPE | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 7038586000 | PhoneNum |
| Signature | 2022-11-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ALICE | PersonFirstNm |
| Person Last | POPE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JULIE L SPARKS | PreparerPersonNm |
| PTIN | P01268401 | PTIN |
| Phone | 5136121400 | PhoneNum |
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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE SCHEDULE O | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | J STEPHEN JONES MD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8095 INNOVATION PARK DRIVE FINANCE | AddressLine1Txt |
| City | FAIRFAX | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22031 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $11,996,815 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | SEE SCHEDULE O | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1985 | FormationYr |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Activity Or Mission | LNRC PROVIDES REHABILITATIVE POST ACUTE SKILLED AND LONG TERM INTERMEDIATE CARE TO RESIDENTS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 3 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 0 | VotingMembersIndependentCnt |
| Total Employee | 124 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $816,244 | PYContributionsGrantsAmt |
| CY Contributions Grants | $13,889 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $10,967,271 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $11,982,926 | CYProgramServiceRevenueAmt |
| PY Investment Income | $0 | PYInvestmentIncomeAmt |
| CY Investment Income | $0 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $11,783,515 | PYTotalRevenueAmt |
| CY Total Revenue | $11,996,815 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $7,505,393 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $7,681,834 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,362,750 | PYOtherExpensesAmt |
| CY Other Expenses | $5,390,927 | CYOtherExpensesAmt |
| PY Total Expenses | $11,868,143 | PYTotalExpensesAmt |
| CY Total Expenses | $13,072,761 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$84,628 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,075,946 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $7,281,690 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,130,006 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $577,321 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $501,583 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $6,704,369 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $5,628,423 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE ORGANIZATION'S MISSION IS TO DELIVER PHYSICAL AND REHABILITATION MEDICAL AND RELATED SERVICES AND SKILLED AND LONG TERM NURSING DEDICATED TO PROVIDING QUALITY CARE AND IMPROVING THE HEALTH OF THE DIVERSE COMMUNITIES IT SERVES. LNRC PROMOTES AND CONDUCTS SPECIFIC RESEARCH AND EDUCATIONAL ACTIVITIES RELATED TO THE CARE OF THE SICK AND INJURED. LNRC DELIVERS SERVICES AS PART OF AN INTEGRATED HEALTH SYSTEM (INOVA HEALTH SYSTEM) AND COORDINATES ITS SERVICES AND ACTIVITIES WITH THE SYSTEM TO MEET THE HEALTHCARE NEEDS OF THE RESIDENTS OF LOUDOUN COUNTY AND THE NEIGHBORING COMMUNITIES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $11,400,433 | ExpenseAmt |
| Revenue | $11,982,926 | RevenueAmt |
| Desc | INOVA LOUDOUN NURSING AND REHABILITATION CENTER (LNRC) IS PART OF THE INOVA HEALTH SYSTEM (UNDER INOVA HEALTH CARE SERVICES) WHOSE MISSION IS TO PROVIDE SAFE, PROGRESSIVE, HIGH QUALITY CARE TO RESIDENTS IN A HOMELIKE ENVIRONMENT. THE FACILITY IS A 100-BED NOT-FOR-PROFIT LONG-TERM CARE FACILITY DESIGNED SPECIFICALLY TO MEET THE NEEDS OF THE INCREASING ELDERLY POPULATION WHILE PROMOTING THE RESIDENTS' HIGHEST PRACTICABLE PHYSICAL, MENTAL, AND PSYCHOSOCIAL WELL-BEING. SERVICES AND ACTIVITIES ARE COORDINATED WITH INOVA TO MEET THE HEALTHCARE NEEDS OF THE RESIDENTS OF LOUDOUN COUNTY, VIRGINIA AND THE NEIGHBORING COMMUNITIES. IN 2021, THERE WERE A TOTAL OF 30,715 RESIDENT DAYS. SERVICES OFFERED INCLUDE:SKILLED CARE: PROVIDING INPATIENT REHABILITATION AND INTENSIVE MEDICAL MANAGEMENT FOLLOWING AN ACUTE HOSPITALIZATION. PROGRAMS ARE TAILORED TO HELP EACH RESIDENT ACHIEVE MAXIMUM PHYSICAL, FUNCTIONAL, AND COGNITIVE POTENTIAL WHICH INCLUDE STROKE, ORTHOPEDIC, NEUROLOGICAL DISEASE, AND PULMONARY REHABILITATION.INTERMEDIATE CARE: PROVIDING LONG TERM NURSING CARE WHILE INCORPORATING ACTIVITIES, SPIRITUAL PROGRAMS, AND ACCESS TO MANY OTHER COMMUNITY RESOURCES. CHARITY CARE ALL INOVA FACILITIES, INCLUDING LNRC, PROVIDE CHARITY CARE IN ACCORDANCE WITH INOVA POLICIES WHICH ENSURE ACCESS TO MEDICALLY NECESSARY CARE FOR ALL INDIVIDUALS. CHARITY CARE IS DEFINED AS FREE OR DISCOUNTED HEALTHCARE SERVICES PROVIDED TO PERSONS WHO CANNOT AFFORD TO PAY. THESE POLICIES INCLUDE THE FOLLOWING KEY PROVISIONS:1. EMERGENCY CARE SHALL BE PROVIDED TO ALL PERSONS REGARDLESS OF THEIR ABILITY TO PAY.2. NON-EMERGENCY MEDICALLY NECESSARY CARE, EXCEPT FOR CERTAIN SPECIALTY OR REFERRAL PROGRAMS, SHALL BE PROVIDED BY ALL HOSPITALS AND ACCESS FACILITIES TO MEDICALLY INDIGENT PATIENTS. "MEDICALLY NECESSARY" REFERS TO CONDITIONS WHICH, IF NOT PROMPTLY TREATED, WOULD LEAD TO AN ADVERSE CHANGE IN THE HEALTH STATUS OF A PATIENT. FREE CARE IS PROVIDED TO UNINSURED OR UNDERINSURED INDIVIDUALS WITH FAMILY INCOMES AT OR BELOW 400% OF THE CURRENT FEDERAL POVERTY GUIDELINES (FPG).3. IN 2021, THE FINANCIAL ASSISTANCE POLICY (FAP) EXPANDED ELIGIBLE RESIDENCY BY REDUCING THE TIME OF RESIDENCY FROM 90 DAYS TO 30 DAYS.INOVA HEALTH SYSTEM UTILIZES A MULTIFACETED APPROACH TO EDUCATE AND INFORM PATIENTS AND THE PUBLIC ABOUT INOVA'S FAP OR SOMETIMES REFERRED TO AS THE CHARITY CARE POLICY. INFORMATION REGARDING THIS POLICY IS WIDELY PUBLICIZED AND IS KEPT UP TO DATE ON THE INOVA WEBSITE AND THROUGH SIGNAGE. UPON ADMISSION TO ANY INOVA HOSPITAL OR ANY VISIT TO OUTPATIENT FACILITIES OR CLINICS INCLUDING EMERGENCY DEPARTMENTS, INOVA HAS INFORMATION POSTED REGARDING PATIENT RIGHTS AND RESPONSIBILITIES. IN ADDITION, INOVA PROVIDES INFORMATION ABOUT THE CHARITY CARE PROGRAM AND REFERRALS TO MEET WITH INOVA FINANCIAL COUNSELORS WHO ASSIST PATIENTS IN COMPLETING INOVA'S CHARITY CARE APPLICATION. THIS FINANCIAL INFORMATION IS REVIEWED BY THE INOVA PATIENT ACCOUNTS DEPARTMENT WITH THE PATIENT CONTACTED IF ADDITIONAL INFORMATION IS REQUIRED IN ORDER TO MAKE A DETERMINATION. THE PATIENT IS SUBSEQUENTLY PROVIDED A LETTER, NOTIFYING THEM AS TO WHETHER OR NOT THEY QUALIFY FOR CHARITY CARE.MEDICAID ESTABLISHED UNDER TITLE XIX OF THE SOCIAL SECURITY ACT, THIS PROGRAM PROVIDES ASSISTANCE FOR THE MEDICALLY INDIGENT, INCLUDING THOSE WHO CANNOT PAY FOR CARE DESPITE BEING ABLE TO AFFORD OTHER LIVING EXPENSES. ALSO INCLUDED UNDER THIS PROGRAM ARE THE BLIND, DISABLED, PREGNANT WOMEN, VERY LOW INCOME PARENTS, CHILDREN, AND THE ELDERLY. WHILE VIRGINIA MEDICAID COVERAGE WAS EXPANDED IN 2019 TO INCREASE THE NUMBER OF ELIGIBLE INDIVIDUALS, THE REIMBURSEMENT THAT IHCS FACILITIES RECEIVE FROM THE MEDICAID PROGRAM ROUTINELY FALLS BELOW THE ACTUAL COST OF SERVICES PROVIDED.PARTICIPATION IN GOVERNMENTAL PROGRAMS FOR THOSE WITHOUT THE ABILITY TO PAY VARIOUS GOVERNMENT PROGRAMS PROVIDE FOR THE INDIGENT, INCLUDING MEDICAID RECIPIENTS. THESE PROGRAMS PROVIDE A PERCENTAGE OF REIMBURSEMENT FOR QUALIFYING PATIENTS; HOWEVER, PAYMENT IS TYPICALLY BELOW THE COST OF THOSE SERVICES. IN ADDITION TO FEDERAL AND STATE PROGRAMS, THE INOVA SUBSIDIARIES, INCLUDING IHCS, WORK WITH VARIOUS COUNTY GOVERNMENTS AND AGENCIES IN PROVIDING CERTAIN FREE SERVICES TO THOSE RESIDENTS THE COUNTY IDENTIFIES AS MOST IN NEED. | Desc |
| Total Program Service Expenses | $11,400,433 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | 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 | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | 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 | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| 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 | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 12 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 124 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| 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 | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 3 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 0 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | 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 | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOUDOUN NURSING AND REHABILITATION CENTER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7032892433 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8110 GATEHOUSE ROAD SUITE 400W | AddressLine1Txt |
| City | FALLS CHURCH | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22042 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (10 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 | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| J STEPHEN JONES MD | |||||||||
| PRESIDENT/CEO | 2.00 | 48.00 | Yes (X) | Yes (X) | $0 | $5,264,165 | $98,219 | ||
| JOHN GAUL | |||||||||
| SECRETARY, CHIEF LEGAL OFFICER | 2.00 | 48.00 | Yes (X) | Yes (X) | $0 | $1,663,113 | $68,424 | ||
| ALICE POPE | |||||||||
| TREASURER/CFO | 2.00 | 48.00 | Yes (X) | Yes (X) | $0 | $1,531,148 | $265,031 | ||
| DEBORAH ADDO | |||||||||
| PRESDIDENT ILH ENDING 7/9/21 | 9.00 | 41.00 | Yes (X) | $0 | $526,569 | $55,721 | |||
| JILLIAN ADAMS | |||||||||
| SUPV LTC | 40.00 | 0.00 | $137,481 | $0 | $21,410 | Yes (X) | |||
| REGINA SAMOY | |||||||||
| REGISTERED NURSE | 40.00 | 0.00 | $141,096 | $0 | $47,332 | Yes (X) | |||
| MILONY CHING | |||||||||
| REGISTERED NURSE | 40.00 | 0.00 | $162,735 | $0 | $37,644 | Yes (X) | |||
| RHONDA BETTIES | |||||||||
| UNIT SUPV ILNRC | 40.00 | 0.00 | $138,802 | $0 | $27,588 | Yes (X) | |||
| TERRI STINE | |||||||||
| MGR CLINICAL LTC | 40.00 | 0.00 | $135,080 | $0 | $26,482 | Yes (X) | |||
| PAMELA JANNEY | |||||||||
| FORMER SR DIR SKILLED REHAB AND LTC | 40.00 | 0.00 | $133,430 | $0 | $33,936 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $848,624 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $8,984,995 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $681,787 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 16 | 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 (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| LOUDOUN MEDICAL GROUP | |||||
| 224 D CORNWALL ST NW 403 | LEESBURG | VA | 20176 | MEDICAL | $170,640 |
| VIRGINIA CENTER FOR NEUROSCIENCE | |||||
| 19490 SANDRIDGE WAY 260 | LEESBURG | VA | 20176 | MEDICAL | $143,220 |
| B E SMITH LLC | |||||
| PO BOX 74007636 | CHICAGO | IL | 60674 | STAFFING | $112,800 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $13,889 | GovernmentGrantsAmt |
| Total Contributions | $13,889 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET PATIENT SERVICE REVENUE | Desc |
| Business | 623000 | BusinessCd |
| Total Revenue Column | $11,982,926 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $11,982,926 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $11,982,926 | TotalProgramServiceRevenueAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,996,815 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $11,982,926 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,158,197 | TotalAmt |
| Program Services | $5,296,049 | ProgramServicesAmt |
| Management And General | $862,148 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $252,144 | TotalAmt |
| Program Services | $216,844 | ProgramServicesAmt |
| Management And General | $35,300 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $829,460 | TotalAmt |
| Program Services | $713,336 | ProgramServicesAmt |
| Management And General | $116,124 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $442,033 | TotalAmt |
| Program Services | $380,148 | ProgramServicesAmt |
| Management And General | $61,885 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,466,624 | TotalAmt |
| Program Services | $2,981,297 | ProgramServicesAmt |
| Management And General | $485,327 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,813 | TotalAmt |
| Program Services | $33,379 | ProgramServicesAmt |
| Management And General | $5,434 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,377 | TotalAmt |
| Program Services | $28,704 | ProgramServicesAmt |
| Management And General | $4,673 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,555 | TotalAmt |
| Program Services | $9,937 | ProgramServicesAmt |
| Management And General | $1,618 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,180 | TotalAmt |
| Program Services | $6,175 | ProgramServicesAmt |
| Management And General | $1,005 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $645 | TotalAmt |
| Program Services | $555 | ProgramServicesAmt |
| Management And General | $90 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $162,790 | TotalAmt |
| Program Services | $139,999 | ProgramServicesAmt |
| Management And General | $22,791 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,072 | TotalAmt |
| Program Services | $17,262 | ProgramServicesAmt |
| Management And General | $2,810 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| MEDICAL SUPPLIES | $590,626 | $590,626 | |
| PHARMACEUTICALS | $536,934 | $536,934 | |
| FOOD | $303,248 | $260,793 | $42,455 |
| MISCELLANEOUS FEES | $218,359 | $187,789 | $30,570 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $704 | TotalAmt |
| Program Services | $606 | ProgramServicesAmt |
| Management And General | $98 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,072,761 | TotalAmt |
| Program Services | $11,400,433 | ProgramServicesAmt |
| Management And General | $1,672,328 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,546 | BOYAmt |
| EOY | $16,851 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,715,670 | BOYAmt |
| EOY | $2,428,786 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $8,867,958 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $8,340,642 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $664,185 | BOYAmt |
| EOY | $527,316 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,875,289 | BOYAmt |
| EOY | $3,157,053 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,281,690 | BOYAmt |
| EOY | $6,130,006 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $527,329 | BOYAmt |
| EOY | $476,587 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,992 | BOYAmt |
| EOY | $24,996 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $577,321 | BOYAmt |
| EOY | $501,583 | 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 | $6,704,369 | BOYAmt |
| EOY | $5,628,423 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,704,369 | BOYAmt |
| EOY | $5,628,423 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,281,690 | BOYAmt |
| EOY | $6,130,006 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$1,075,946 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus1 Year | $816,244 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,889 | CurrentTaxYearAmt |
| Total | $833,133 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,456,682 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,638,252 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,197,802 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,967,271 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,982,926 | CurrentTaxYearAmt |
| Total | $61,242,933 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,459,682 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,638,252 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,197,802 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,783,515 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,996,815 | CurrentTaxYearAmt |
| Total | $62,076,066 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $62,076,066 | PublicSupportTotal509Amt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,459,682 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,638,252 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,197,802 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,783,515 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,996,815 | CurrentTaxYearAmt |
| Total | $62,076,066 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 1.00000 | PublicSupportCY509Pct |
| Public Support PY509 | 1.00000 | PublicSupportPY509Pct |
| Investment Income CY | 0.00000 | InvestmentIncomeCYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
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 D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $10,641 | OtherCostOrOtherBasisAmt |
| Book Value | $10,641 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,205,290 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,876,449 | DepreciationAmt |
| Book Value | $328,841 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,652,027 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,464,193 | DepreciationAmt |
| Book Value | $187,834 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $527,316 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE FROM AFFILIATES | Desc |
| Book Value | $3,157,053 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $3,157,053 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO THIRD PARTY PAYEE | Desc |
| Amt | $24,996 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $24,996 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | FROM INOVA HEALTH SYSTEM FOUNDATION CONSOLIDATED FINANCIAL STATEMENTS THAT INCLUDE THE FILING ORGANIZATION: THE FOUNDATION AND IHCS ARE NOT-FOR-PROFIT CORPORATIONS AND HAVE BEEN DETERMINED TO BE EXEMPT FROM FEDERAL INCOME TAX UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THEREFORE, THESE ENTITIES WILL NOT INCUR ANY LIABILITY FOR FEDERAL INCOME TAX, EXCEPT FOR POSSIBLE UNRELATED BUSINESS INCOME. IHI AND ITS SUBSIDIARIES ARE TAXABLE ORGANIZATIONS. DEFERRED INCOME TAXES ARE PROVIDED FOR ALL SIGNIFICANT TIMING DIFFERENCES BETWEEN REVENUES AND EXPENSES REPORTED FOR FINANCIAL STATEMENT AND FOR TAX PURPOSES. MANAGEMENT ANNUALLY REVIEWS ITS TAX POSITIONS AND HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION IN THE CONSOLIDATED FINANCIAL STATEMENTS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Written Policy Ref T And E Expnss | 0 | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | 0 | SubstantiationRequiredInd |
| Severance Payment | 0 | 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 | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| J STEPHEN JONES MD | ||||||||||||||
| PRESIDENT/CEO | $0 | $1,862,790 | $0 | $2,249,566 | $0 | $1,151,809 | $0 | $66,500 | $0 | $31,719 | $0 | $5,362,384 | $0 | $659,770 |
| ALICE POPE | ||||||||||||||
| TREASURER/CFO | $0 | $911,919 | $0 | $585,808 | $0 | $33,421 | $0 | $227,708 | $0 | $37,323 | $0 | $1,796,179 | $0 | $0 |
| JOHN GAUL | ||||||||||||||
| SECRETARY, CHIEF LEGAL OFFICER | $0 | $704,684 | $0 | $455,272 | $0 | $503,157 | $0 | $38,844 | $0 | $29,580 | $0 | $1,731,537 | $0 | $394,250 |
| DEBORAH ADDO | ||||||||||||||
| PRESDIDENT ILH ENDING 7/9/21 | $0 | $271,010 | $0 | $249,785 | $0 | $5,774 | $0 | $52,335 | $0 | $3,386 | $0 | $582,290 | $0 | $0 |
| MILONY CHING | ||||||||||||||
| REGISTERED NURSE | $159,464 | $0 | $0 | $0 | $3,271 | $0 | $31,027 | $0 | $6,617 | $0 | $200,379 | $0 | $0 | $0 |
| REGINA SAMOY | ||||||||||||||
| REGISTERED NURSE | $136,598 | $0 | $0 | $0 | $4,498 | $0 | $21,412 | $0 | $25,920 | $0 | $188,428 | $0 | $0 | $0 |
| PAMELA JANNEY | ||||||||||||||
| FORMER SR DIR SKILLED REHAB AND LTC | $108,266 | $0 | $22,484 | $0 | $2,680 | $0 | $13,203 | $0 | $20,733 | $0 | $167,366 | $0 | $0 | $0 |
| RHONDA BETTIES | ||||||||||||||
| UNIT SUPV ILNRC | $135,256 | $0 | $0 | $0 | $3,546 | $0 | $20,204 | $0 | $7,384 | $0 | $166,390 | $0 | $0 | $0 |
| TERRI STINE | ||||||||||||||
| MGR CLINICAL LTC | $115,989 | $0 | $16,893 | $0 | $2,198 | $0 | $15,348 | $0 | $11,134 | $0 | $161,562 | $0 | $0 | $0 |
| JILLIAN ADAMS | ||||||||||||||
| SUPV LTC | $115,205 | $0 | $17,867 | $0 | $4,409 | $0 | $12,028 | $0 | $9,382 | $0 | $158,891 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | GROSS-UP PAYMENT MADE TO THE FOLLOWING FOR MOVING REIMBURSMENT TAXABLE AS COMPENSATION: ALICE POPE |
| PART I, LINE 3 | THE FOLLOWING METHODS WERE USED BY INOVA HEALTH SYSTEM FOUNDATION, A RELATED ORGANIZATION, TO ESTABLISH THE COMPENSATION OF LNRC'S CEO FOR THE TAX YEAR: COMPENSATION COMMITTEE INDEPENDENT COMPENSATION CONSULTANT WRITTEN EMPLOYMENT CONTRACT COMPENSATION SURVEY OR STUDY FORM 990 OF OTHER ORGANIZATIONS APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE |
| PART I, LINE 4B | SERP PLAN PAYMENTS: J. STEPHEN JONES $1,089,749 JOHN GAUL $499,155 THE SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP PLAN) IS A NONQUALIFIED RETIREMENT PLAN. EMPLOYEES ELIGIBLE TO PARTICIPATE ARE AT LEVEL OF ASSISTANT VICE PRESIDENT AND ABOVE. EACH YEAR, A CERTAIN PERCENTAGE OF EACH PARTICIPANT'S BASE SALARY IS CONTRIBUTED TO THE SERP PLAN. THIS AMOUNT RANGES FROM 5% TO 20%, DEPENDING ON POSITION. PARTICIPANT ACCOUNTS VEST EVERY THREE YEARS FROM THE DATE OF ELIGIBILITY. AT AGE 62 AND LATER, PARTICIPANTS ARE 100% VESTED AT THE TIME OF EACH ANNUAL AWARD. ANY VESTED BALANCE IS PAID TO PARTICIPANTS AS A TAXABLE EVENT. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (12 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PAGE 1, BOX J | WWW.INOVA.ORG/LOCATIONS/INOVA-LOUDOUN-NURSING-AND-REHABILITATION-CENTER |
| PART V, LINE 1A AND 2A - NUMBER OF FORMS 1099 AND EMPLOYEES | THE ORGANIZATION FILES ITS FORMS 1099 UNDER THE PARENT ENTITY AND DOES NOT REPORT ANY AMOUNTS UNDER ITS OWN EIN. THE ORGANIZATION FALLS UNDER A MASTER PAY AGENT AND DOES NOT FILE ANY PAYROLL RETURNS UNDER ITS OWN EIN, HOWEVER ALL REQUIRED RETURNS HAVE BEEN FILED ON TIME. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE SOLE MEMBER IS INOVA HEALTH CARE SERVICES, A CHARITABLE 501(C)(3) TAX-EXEMPT ORGANIZATION WHICH IS PART OF THE INOVA HEALTH SYSTEM. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE SOLE MEMBER OF THE ORGANIZATION, INOVA HEALTH CARE SERVICES, IS A CHARITABLE 501(C)(3) TAX-EXEMPT ORGANIZATION. THE SOLE MEMBER OF INOVA HEALTH CARE SERVICES IS INOVA HEALTH SYSTEM FOUNDATION, A CHARITABLE 501(C)(3) TAX-EXEMPT ORGANIZATION WHICH SERVES AS THE PARENT COMPANY OF AN INTEGRATED HEALTH CARE DELIVERY SYSTEM. INOVA HEALTH SYSTEM FOUNDATION ELECTS THE MEMBERS OF THE GOVERNING BODY OF THE ORGANIZATION. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE SOLE MEMBER OF THE ORGANIZATION, INOVA HEALTH CARE SERVICES, IS A CHARITABLE 501(C)(3) TAX-EXEMPT ORGANIZATION. THE SOLE MEMBER OF INOVA HEALTH CARE SERVICES IS INOVA HEALTH SYSTEM FOUNDATION, A CHARITABLE 501(C)(3) TAX-EXEMPT ORGANIZATION WHICH SERVES AS THE PARENT COMPANY OF AN INTEGRATED HEALTH CARE DELIVERY SYSTEM. INOVA HEALTH SYSTEM FOUNDATION HOLDS RESERVED POWERS WITH RESPECT TO CERTAIN ACTIONS. IN ADDITION TO THE RESERVED POWERS, UNDER THE LAWS OF THE COMMONWEALTH OF VIRGINIA CERTAIN EXTRAORDINARY ACTIONS REQUIRE MEMBER APPROVAL, SUCH AS MERGERS, CONSOLIDATIONS, LIQUIDATIONS AND THE SALE OF SUBSTANTIALLY ALL OF THE ASSETS OF THE ORGANIZATION. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PREPARED AND PROVIDED TO THE CORPORATE CONTROLLER AND EXTERNAL TAX CONSULTANTS FOR INITIAL REVIEW. AFTER THE REVIEW IT IS GIVEN TO THE CFO OF INOVA HEALTH SYSTEM FOR REVIEW AND COMMENT. THE FORM 990 IS PRESENTED TO THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES FOR THEIR REVIEW. UPON COMPLETION OF THE EXECUTIVE COMMITTEE REVIEW, IT IS PROVIDED TO THE FULL BOARD OF TRUSTEES. |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUALLY THE ORGANIZATION DISTRIBUTES THE CONFLICT OF INTEREST POLICY TO ALL DIRECTORS, OFFICERS, TRUSTEES, AND KEY EMPLOYEES. THE ORGANIZATION REQUIRES THAT EACH DIRECTOR, OFFICER, TRUSTEE, AND KEY EMPLOYEE ACKNOWLEDGE THAT THEY HAVE READ, UNDERSTOOD, AND WILL ABIDE BY THE POLICY. EACH DIRECTOR, OFFICER, TRUSTEE, AND KEY EMPLOYEE IS REQUIRED TO COMPLETE AND SUBMIT AN ANNUAL CONFLICT OF INTEREST DISCLOSURE. THESE DISCLOSURES ARE BROAD AND REQUIRE THAT THE INDIVIDUAL LIST ANY BUSINESS RELATIONSHIPS OR PERSONAL RELATIONSHIPS WITH OTHER DIRECTORS, OFFICERS, TRUSTEES, AND KEY EMPLOYEES, AS WELL AS ANY RELATIONSHIPS WITH COMPETITORS, OR CURRENT OR POTENTIAL VENDORS OR CONTRACTORS. DISCLOSURE STATEMENTS ARE REVIEWED BY SENIOR MANAGEMENT AND ANY POTENTIAL CONFLICTS ARE DISCUSSED WITH GOVERNING BODY CHAIRMAN TO ENSURE THAT ANY MEMBER WHO MAY HAVE A CONFLICT DISCLOSES THEIR POTENTIAL CONFLICT, AND IS DISMISSED FROM RELATED DISCUSSIONS AND RECUSED FROM PARTICIPATION IN APPLICABLE DECISIONS. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPLETED BY RELATED ENTITY, INOVA HEALTH SYSTEM FOUNDATION: THE COMPENSATION OF ALL SENIOR MANAGEMENT POSITIONS IS EVALUATED ANNUALLY IN CONSIDERATION OF EACH MANAGER'S JOB CONTENT, SCOPE AND COMPLEXITY. COMPENSATION LEVELS FOR EXECUTIVES ARE REVIEWED BY AN INDEPENDENT EXTERNAL CONSULTANT TO ENSURE THAT REMUNERATION IS CONSISTENT WITH THE ORGANIZATION'S COMPENSATION PHILOSOPHY AND OBJECTIVES AND COMPETITIVE WITH OTHER LARGE COMPLEX HEALTH SYSTEMS. THE INDEPENDENT COMPENSATION CONSULTANT MAINTAINS NATIONAL BENCHMARK COMPENSATION DATABASES AND SURVEYS AND ALSO REVIEWS FORMS 990 OF COMPARABLE HEALTHCARE SYSTEMS TO DETERMINE MARKET LEVELS OF COMPENSATION. IN ADDITION, THE INOVA HEALTH SYSTEM'S CEO'S COMPENSATION IS REVIEWED ALONG WITH CERTAIN OTHER SENIOR EXECUTIVES AND APPROVED ANNUALLY BY AN INDEPENDENT GOVERNING BOARD. THE JOB REQUIREMENTS AND COMPLEXITY OF ALL OTHER MANAGEMENT POSITIONS ARE EVALUATED ANNUALLY USING NATIONALLY RECOGNIZED THIRD-PARTY SALARY SURVEYS TO ASSURE THAT THE COMPENSATION FOR SUCH POSITIONS IS CONSISTENT WITH EXTERNAL MARKET COMPENSATION COMPARISONS. SALARY RANGES ARE DEVELOPED FOR EACH MANAGEMENT POSITION CLASSIFICATION TO ENSURE THAT THE COMPENSATION LEVELS FOR THESE POSITIONS ARE CONSISTENT WITH THE ORGANIZATION'S COMPENSATION PHILOSOPHY AND WITH COMPETITIVE MARKET COMPARISONS. COMPENSATION FOR EMPLOYED PHYSICIANS IS REVIEWED AND APPROVED BY THE PROVIDER CONTRACTS COMMITTEE. THE COMMITTEE IS COMPRISED OF EXECUTIVE MANAGEMENT OF THE CLINICAL ENTERPRISE AND PHYSICIAN SERVICES GROUP. THE FAIR MARKET VALUE (FMV) COMPENSATION IS BASED ON FOUR NATIONALLY RECOGNIZED INDUSTRY PHYSICIAN COMPENSATION BENCHMARK SURVEYS (MGMA, AMGA, SULLIVAN & COTTER, GALLAGHER (FORMALLY INTEGRATED)). THE COMMITTEE ALSO UTILIZES INDEPENDENT CONSULTANTS TO PROVIDE FMV OPINIONS FOR POSITIONS THAT ARE NOT READILY AVAILABLE IN THE FOUR PUBLISHED BENCHMARK SURVEYS. THE CONSULTANTS' OPINIONS AND COMPENSATION SURVEY DATA ARE PRESENTED TO THE PROVIDER CONTRACTS COMMITTEE FOR REVIEW AND APPROVAL. |
| FORM 990, PART VI, SECTION C, LINE 19 | INOVA HEALTH SYSTEM MAKES CERTAIN INFORMATION PUBLICLY AVAILABLE. INOVA'S CONSOLIDATED FINANCIAL STATEMENTS ARE POSTED ON THE ELECTRONIC MUNICIPAL MARKET ACCESS'S (EMMA) WEBSITE ON A QUARTERLY BASIS. INOVA'S GOVERNING DOCUMENTS ARE NOT CURRENTLY PUBLICLY AVAILABLE. WHILE THE CONFLICT OF INTEREST POLICY IS NOT SPECIFICALLY PUBLICLY DISCLOSED, INOVA'S CODE OF CONDUCT IS ON THE PUBLIC WEBSITE. SECTION II OF THE CODE OF CONDUCT DESCRIBES WHAT CAN CONSTITUTE A CONFLICT AND REQUIRES THAT POTENTIAL CONFLICTS BE REPORTED TO MANAGEMENT OR THE CHIEF COMPLIANCE OFFICER AND/OR INOVA'S LEGAL DEPARTMENT. THE CODE OF CONDUCT CONTAINS THE CONFLICT OF INTEREST PRINCIPLES, IS PART OF INOVA'S ORIENTATION AND ANNUAL COMPLIANCE TRAINING, AND IS AVAILABLE TO TEAM MEMBERS AND PHYSICIANS ON INOVA'S INTRANET WEBSITE. |
| FORM 990, PART IX, LINE 11G | INTERNAL PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 2,886,878. MANAGEMENT AND GENERAL EXPENSES 469,957. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,356,835. PHYSICIAN FEES: PROGRAM SERVICE EXPENSES 93,919. MANAGEMENT AND GENERAL EXPENSES 15,289. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 109,208. OUTSOURCED SERVICES: PROGRAM SERVICE EXPENSES 500. MANAGEMENT AND GENERAL EXPENSES 81. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 581. |
| PART XII, LINE 2B AND 2C - AUDITED FINANCIAL STATEMENTS | THE COMPANY IS PART OF THE INOVA HEALTH SYSTEM, A NOT-FOR-PROFIT INTEGRATED HEALTH CARE DELIVERY SYSTEM SERVING NORTHERN VIRGINIA AND SURROUNDING AREAS. THE COMPANY'S FINANCIAL STATEMENTS ARE CONSOLIDATED IN THE INOVA HEALTH SYSTEM CONSOLIDATED FINANCIAL STATEMENTS. INOVA HEALTH SYSTEM IS AUDITED ON AN ANNUAL BASIS BY A "BIG FOUR" INDEPENDENT PUBLIC ACCOUNTING FIRM. IN ADDITION, THEY ARE RESPONSIBLE FOR THE ISSUANCE OF A MANAGEMENT LETTER ENCOMPASSING EACH MEMBER OF THE CONSOLIDATED GROUP. THE FINANCE AND AUDIT COMMITTEE OF THE BOARD OF TRUSTEES OF INOVA HEALTH SYSTEM IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT, INCLUDING THE HIRING OF THE AUDIT FIRM, REVIEW AND APPROVAL OF AUDITED FINANCIAL STATEMENTS AND COMMUNICATION WITH THE EXTERNAL AUDITORS AT LEAST TWICE A YEAR WITHOUT THE PRESENCE OF INTERNAL MANAGEMENT. |
| PART XII, LINE 3A - A-133 AUDIT | THE COMPANY IS A PART OF THE INOVA HEALTH SYSTEM (IHS), A NOT-FOR-PROFIT INTEGRATED HEALTH CARE DELIVERY SYSTEM SERVING NORTHERN VIRGINIA AND SURROUNDING AREAS. IHS RECEIVES VARIOUS FEDERAL GRANTS. THESE GRANTS AND AWARDS ARE AUDITED AS PART OF THE CONSOLIDATED INOVA HEALTH SYSTEM UNIFORM GUIDANCE COMPLIANCE AUDIT. THE INOVA HEALTH SYSTEM'S FEDERAL GRANTS ARE AUDITED ON AN ANNUAL BASIS BY A "BIG FOUR" INDEPENDENT PUBLIC ACCOUNTING FIRM AND A "REPORT OF INDEPENDENT AUDITORS ON COMPLIANCE FOR EACH MAJOR PROGRAM; REPORT ON INTERNAL CONTROL OVER COMPLIANCE AND REPORT ON SCHEDULE OF EXPENDITURES OF FEDERAL AWARDS REQUIRED BY THE UNIFORM GUIDANCE" IS ISSUED ON A CONSOLIDATED BASIS. THE FINANCE AND AUDIT COMMITTEE OF THE BOARD OF TRUSTEES OF INOVA HEALTH SYSTEM IS RESPONSIBLE FOR THE OVERSIGHT OF THE UNIFORM GUIDANCE AUDIT, INCLUDING THE HIRING OF THE AUDIT FIRM, REVIEW AND APPROVAL OF AUDITED FINANCIAL STATEMENTS AND COMMUNICATIONS WITH THE EXTERNAL AUDITORS DURING THE YEAR WITHOUT THE PRESENCE OF INTERNAL MANAGEMENT. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOUDOUN HEALTHCARE LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 44045 RIVERSIDE PARKWAY | AddressLine1Txt |
| City | LEESBURG | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 20176 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311632830 | EIN |
| Primary Activities | A/R FINANCING | PrimaryActivitiesTxt |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Total Income | $0 | TotalIncomeAmt |
| End Of Year Assets | $0 | EndOfYearAssetsAmt |
| Direct Controlling NA | N/A | DirectControllingNACd |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| INOVA HEALTH SYSTEM FOUNDATION | |||||||||||
| 8110 GATEHOUSE ROAD SUITE 400W | FALLS CHURCH | VA | 22042 | 541071867 | FUNDRAISING | VA | 501(C)(3) | 12,II | N/A | 0 | |
| INOVA HEALTH CARE SERVICES | |||||||||||
| 8110 GATEHOUSE ROAD SUITE 400W | FALLS CHURCH | VA | 22042 | 540620889 | HOSPITAL SYSTEM | VA | 501(C)(3) | 3 | 0 | INOVA HEALTH SYSTEM FOUNDATION | |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INOVA LOUDOUN ASC LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8110 GATEHOUSE ROAD SUITE 400W | AddressLine1Txt |
| City | FALLS CHURCH | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 203523190 | EIN |
| Primary Activities | SURGERY CENTER | PrimaryActivitiesTxt |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Predominant Income Type | RELATED | PredominantIncomeTypeTxt |
| Share Of Total Income | $7,683,013 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $12,002,048 | ShareOfEOYAssetsAmt |
| Disproportionate Allocations | 0 | DisproportionateAllocationsInd |
| General Or Managing Partner | Yes (1) | GeneralOrManagingPartnerInd |
| Ownership | 0.55350 | OwnershipPct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | 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 | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | 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 | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |