SENTARA HEALTH: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization: SENTARA HEALTH (EIN 52-1271901)
Tax period: 2020-01-01 to 2020-12-31
Filed: 2021-11-12
IRS object ID: 202123169349312327
Schema version: 2020v4.1
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 K
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2021-11-12T17:09:50-06:00	ReturnTs
Tax Period End	2020-12-31	TaxPeriodEndDt
Return Type	990	ReturnTypeCd
Tax Period Begin	2020-01-01	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	2021-11-12	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	2	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2020	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	HOWARD P KERN	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	$3,105,495,749	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	16	VotingMembersGoverningBodyCnt
Voting Members Independent	15	VotingMembersIndependentCnt
Total Employee	704	TotalEmployeeCnt
Total Volunteers	16	TotalVolunteersCnt
Total Gross UBI	$2,913,713	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$866,749	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$40,603,785	PYContributionsGrantsAmt
CY Contributions Grants	$25,378,922	CYContributionsGrantsAmt
PY Program Service Revenue	$142,798,210	PYProgramServiceRevenueAmt
CY Program Service Revenue	$154,934,583	CYProgramServiceRevenueAmt
PY Investment Income	$37,024,516	PYInvestmentIncomeAmt
CY Investment Income	$210,207,416	CYInvestmentIncomeAmt
PY Other Revenue	$23,792,775	PYOtherRevenueAmt
CY Other Revenue	$81,081,006	CYOtherRevenueAmt
PY Total Revenue	$244,219,286	PYTotalRevenueAmt
CY Total Revenue	$471,601,927	CYTotalRevenueAmt
PY Grants And Similar Paid	$3,271,704	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$9,699,348	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$98,942,246	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$114,875,801	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$580,300	CYTotalFundraisingExpenseAmt
PY Other Expenses	$67,940,627	PYOtherExpensesAmt
CY Other Expenses	$58,885,601	CYOtherExpensesAmt
PY Total Expenses	$170,154,577	PYTotalExpensesAmt
CY Total Expenses	$183,460,750	CYTotalExpensesAmt
PY Revenues Less Expenses	$74,064,709	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$288,141,177	CYRevenuesLessExpensesAmt
Total Assets BOY	$4,932,585,843	TotalAssetsBOYAmt
Total Assets EOY	$6,181,127,270	TotalAssetsEOYAmt
Total Liabilities BOY	$2,216,689,617	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$2,552,050,794	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$2,715,896,226	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$3,629,076,476	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	$156,279,673	ExpenseAmt
Grant	$9,699,348	GrantAmt
Revenue	$233,367,043	RevenueAmt
Desc	SEE SCHEDULE O.	Desc
Total Program Service Expenses	$156,279,673	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
Info In Schedule O Part V	Yes (X)	InfoInScheduleOPartVInd
IRP Document	250	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	704	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	0	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	0	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	16	GoverningBodyVotingMembersCnt
Independent Voting Member	15	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 (32 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	12.00	Yes (X)	Yes (X)	$4,236,626	$0	$7,161,298
J LES HALL
DIRECTOR	3.80	2.10	Yes (X)		$1,000	$0	$0
JOHN AGOLA
DIRECTOR	3.80	0.10	Yes (X)		$0	$0	$0
GILBERT BLAND
DIRECTOR	4.40	0.10	Yes (X)		$0	$0	$0
FREDERICK C COBLE
DIRECTOR THRU 11/2020	3.50	0.10	Yes (X)		$0	$0	$0
JOSEPH K FUNKHOUSER II
DIRECTOR	3.00	1.50	Yes (X)		$0	$0	$0
ANN E C HOMAN
DIRECTOR	3.00	1.70	Yes (X)		$0	$0	$0
L ALLAN PARROTT JR
DIRECTOR/VICE CHAIR	4.50	0.10	Yes (X)	Yes (X)	$0	$0	$0
JEFFERY O SMITH ED D
DIRECTOR	3.80	1.10	Yes (X)		$0	$0	$0
CAROL C THOMAS
DIRECTOR	3.80	2.10	Yes (X)		$0	$0	$0
MARION WALL
DIRECTOR	3.80	0.10	Yes (X)		$0	$0	$0
PETER BROOKS
DIRECTOR	3.60	0.80	Yes (X)		$0	$0	$0
EDWARD GEORGE MD
DIRECTOR	3.30	0.10	Yes (X)		$0	$0	$0
WHITNEY RG SAUNDERS
DIRECTOR	4.10	0.10	Yes (X)		$0	$0	$0
DIAN T CALDERONE
DIRECTOR/CHAIR	4.40	0.10	Yes (X)	Yes (X)	$0	$0	$0
HENRY U HARRIS III
DIRECTOR	3.20	0.10	Yes (X)		$0	$0	$0
E RAY MURPHY
DIRECTOR	3.80	1.10	Yes (X)		$0	$0	$0
MICHAEL V GENTRY
COO	40.00	12.00		Yes (X)	$1,771,839	$0	$417,079
ROBERT A BROERMANN
CFO	40.00	12.00		Yes (X)	$1,901,653	$0	$160,613
LOUIS PATALANO IV
SECRETARY (EFFEC 10/20)	40.00	8.00		Yes (X)	$820,481	$0	$99,287
JORDAN R ASHER
KE (SHC SVP & CHIEF PHYSICIAN EXEC)	40.00	2.00			$1,440,708	$0	$214,119	Yes (X)
BECKY C SAWYER
KE (SVP & CHRO)	40.00	0.00			$1,024,574	$0	$331,119	Yes (X)
PHYLLIS S ANDERSON
KE (SVP & CHIEF MARKETING OFFICER)	40.00	0.00			$748,446	$0	$99,615	Yes (X)
MEGAN R PERRY
CVP, MERGERS & ACQUISITION	40.00	2.40			$998,610	$0	$411,747		Yes (X)
DOUGLAS M THOMPSON
VP, DECISION SUPPORT	40.00	0.00			$1,037,929	$0	$21,588		Yes (X)
GRACE R HINES
CVP, SYSTEM INTERGRATION	40.00	0.00			$652,240	$0	$107,872		Yes (X)
EDWARD L TORCOM
VP MANAGED CARE CONTRACTING	40.00	0.00			$532,937	$0	$124,598		Yes (X)
STEPHANIE K SCHNITTGER
VP CORP FINANCE	40.00	1.00			$550,207	$0	$37,623		Yes (X)
SAMUEL J HAWLEY
FORMER OFFICER	40.00	8.00			$226,265	$0	$63,735			Yes (X)
JEFFREY P KING
FORMER OFFICER	0.00	0.00			$174,354	$0	$17,188			Yes (X)
VICKY G GRAY
FORMER KE	0.00	0.00			$287,006	$0	$0			Yes (X)
MICHAEL V TAYLOR
FORMER KE	16.00	0.00			$132,094	$0	$138,217			Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$16,536,969	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$9,405,698	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	213	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	$2,425,811
ERNST AND YOUNG LLP
5 TIMES SQUARE	NEW YORK	NY	100366530	PROFESSIONAL SERVICES	$2,147,852
HEALTH DIMENSIONS GROUP
12900 WHITEWATER DRIVE SUITE 201	MINNEAPOLIS	MN	55343	MANAGEMENT AND CONSULTING SERVICES	$1,945,194
KPMG LLC
PO BOX 71544	CHICAGO	IL	60694	PROFESSIONAL SERVICES	$1,707,134
HIGHLAND ASSOC INC
PO BOX 55469	BIRMINGHAM	AL	322555469	INVESTMENT MGMT FEES	$1,624,998

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	76	CntrctRcvdGreaterThan100KCnt
Related Organizations	$22,865,787	RelatedOrganizationsAmt
All Other Contributions	$2,513,135	AllOtherContributionsAmt
Total Contributions	$25,378,922	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt
SUPPORT SERVICES	900099	$149,983,119	$149,461,425	$521,694
SQCN	900099	$4,951,464	$3,496,152	$1,455,312

Field	Value	IRS element (for citing)
Total Program Service Revenue	$154,934,583	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$25,917,761	TotalRevenueColumnAmt
Exclusion	$25,917,761	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$2,818,183,477	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$2,633,893,822	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$184,289,655	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$184,289,655	TotalRevenueColumnAmt
Exclusion	$184,289,655	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EQUITY IN AFFILIATES	900099	$69,403,770	$69,403,770
INTERCO INTEREST CHARGES	900099	$6,858,014	$6,858,014
OTHER	900009	$2,469,576	$2,469,576

Miscellaneous Revenue MiscellaneousRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$2,349,646	TotalRevenueColumnAmt
Related Or Exempt Func Income	$1,678,106	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$936,707	UnrelatedBusinessRevenueAmt
Exclusion	-$265,167	ExclusionAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$81,081,006	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$471,601,927	TotalRevenueColumnAmt
Related Or Exempt Func Income	$233,367,043	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$2,913,713	UnrelatedBusinessRevenueAmt
Exclusion	$209,942,249	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$9,699,348	TotalAmt
Program Services	$9,699,348	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$20,428,457	TotalAmt
Program Services	$17,159,904	ProgramServicesAmt
Management And General	$3,268,553	ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$72,879,291	TotalAmt
Program Services	$61,066,614	ProgramServicesAmt
Management And General	$11,631,736	ManagementAndGeneralAmt
Fundraising	$180,941	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$9,449,339	TotalAmt
Program Services	$7,919,263	ProgramServicesAmt
Management And General	$1,508,431	ManagementAndGeneralAmt
Fundraising	$21,645	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$6,134,931	TotalAmt
Program Services	$5,141,538	ProgramServicesAmt
Management And General	$979,340	ManagementAndGeneralAmt
Fundraising	$14,053	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$5,983,783	TotalAmt
Program Services	$5,014,104	ProgramServicesAmt
Management And General	$955,067	ManagementAndGeneralAmt
Fundraising	$14,612	FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$5,540,101	TotalAmt
Program Services	$4,653,685	ProgramServicesAmt
Management And General	$886,416	ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$3,158,799	TotalAmt
Program Services	$2,653,391	ProgramServicesAmt
Management And General	$505,408	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$1,499,633	TotalAmt
Program Services	$1,259,692	ProgramServicesAmt
Management And General	$239,941	ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$94,463	TotalAmt
Program Services	$79,349	ProgramServicesAmt
Management And General	$15,114	ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$6,146,382	TotalAmt
Program Services	$5,162,961	ProgramServicesAmt
Management And General	$983,421	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$15,498,403	TotalAmt
Program Services	$13,503,786	ProgramServicesAmt
Management And General	$1,727,833	ManagementAndGeneralAmt
Fundraising	$266,784	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$9,898,448	TotalAmt
Program Services	$8,312,492	ProgramServicesAmt
Management And General	$1,583,332	ManagementAndGeneralAmt
Fundraising	$2,624	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	-$118,459	TotalAmt
Program Services	-$129,555	ProgramServicesAmt
Management And General	-$24,677	ManagementAndGeneralAmt
Fundraising	$35,773	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$10,345,402	TotalAmt
Program Services	$8,690,138	ProgramServicesAmt
Management And General	$1,655,264	ManagementAndGeneralAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$2,869,967	TotalAmt
Program Services	$2,410,772	ProgramServicesAmt
Management And General	$459,195	ManagementAndGeneralAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$931,359	TotalAmt
Program Services	$782,342	ProgramServicesAmt
Management And General	$149,017	ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$173,970	TotalAmt
Program Services	$146,135	ProgramServicesAmt
Management And General	$27,835	ManagementAndGeneralAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$5,835,424	TotalAmt
Program Services	$4,901,756	ProgramServicesAmt
Management And General	$933,668	ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$808,353	TotalAmt
Program Services	$679,017	ProgramServicesAmt
Management And General	$129,336	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$1,692,056	TotalAmt
Program Services	$1,421,327	ProgramServicesAmt
Management And General	$270,729	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
UNRELATED BUSINESS TAX	-$48,068	-$48,068
PURCHASED & CONTRACTED	$2,648,729	$2,191,051	$417,343	$40,335
MEDICAL SUPPLIES	$2,541,640	$2,541,640
TAXES & LICENSES	$1,659,088	$1,393,634	$265,454

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	-$12,290,089	TotalAmt
Program Services	-$10,326,643	ProgramServicesAmt
Management And General	-$1,966,979	ManagementAndGeneralAmt
Fundraising	$3,533	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$183,460,750	TotalAmt
Program Services	$156,279,673	ProgramServicesAmt
Management And General	$26,600,777	ManagementAndGeneralAmt
Fundraising	$580,300	FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$656,410,370	BOYAmt
EOY	$756,270,072	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$347,473	BOYAmt
EOY	$1,429,583	EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
BOY	$145,620,815	BOYAmt
EOY	$139,918,674	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$5,883,266	BOYAmt
EOY	$6,545,124	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$26,079,715	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$20,013,888	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$6,919,844	BOYAmt
EOY	$6,065,827	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$3,042,563,351	BOYAmt
EOY	$3,569,460,876	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$915,942,163	BOYAmt
EOY	$1,159,331,764	EOYAmt

Intangible Assets IntangibleAssetsGrp

Field	Value	IRS element (for citing)
BOY	$3,030,531	BOYAmt
EOY	$7,696,858	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$155,868,030	BOYAmt
EOY	$534,408,492	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$4,932,585,843	BOYAmt
EOY	$6,181,127,270	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$367,427,373	BOYAmt
EOY	$454,667,629	EOYAmt

Grants Payable GrantsPayableGrp

Field	Value	IRS element (for citing)
BOY	$9,903,449	BOYAmt
EOY	$10,737,271	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$1,333,152,312	BOYAmt
EOY	$1,297,189,855	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$506,206,483	BOYAmt
EOY	$789,456,039	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$2,216,689,617	BOYAmt
EOY	$2,552,050,794	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	$2,711,925,340	BOYAmt
EOY	$3,623,211,344	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$3,970,886	BOYAmt
EOY	$5,865,132	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$2,715,896,226	BOYAmt
EOY	$3,629,076,476	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$4,932,585,843	BOYAmt
EOY	$6,181,127,270	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$288,141,177	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$136,886,473	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$488,152,600	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	$29,480,354	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$39,207,864	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$37,655,127	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$40,603,785	CurrentTaxYearMinus1YearAmt
Current Tax Year	$25,378,922	CurrentTaxYearAmt
Total	$172,326,052	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$29,480,354	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$39,207,864	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$37,655,127	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$40,603,785	CurrentTaxYearMinus1YearAmt
Current Tax Year	$25,378,922	CurrentTaxYearAmt
Total	$172,326,052	TotalAmt

Field	Value	IRS element (for citing)
Public Support Total170	$172,326,052	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$17,870,375	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$24,230,861	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$23,296,836	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$42,595,198	CurrentTaxYearMinus1YearAmt
Current Tax Year	$26,396,667	CurrentTaxYearAmt
Total	$134,389,937	TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$346,544	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus2 Years	$810,061	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$1,587,279	CurrentTaxYearMinus1YearAmt
Current Tax Year	$684,732	CurrentTaxYearAmt
Total	$3,428,616	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$310,144,605	TotalSupportAmt
Gross Receipts Rltd Activities	$716,560,897	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.55560	PublicSupportCY170Pct
Public Support PY170	0.52830	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	$56,169	DirectContactLegislatorsAmt
Rallies Demonstrations	Yes (1)	RalliesDemonstrationsInd
Other Activities	Yes (1)	OtherActivitiesInd
Other Activities	$371,221	OtherActivitiesAmt
Total Lobbying Expenditures	$427,390	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	$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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

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

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$80,973,164	BeginningYearBalanceAmt
Contributions	$899,335	ContributionsAmt
Investment Earnings Or Losses	-$1,710,443	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$680,000	GrantsOrScholarshipsAmt
Other Expenditures	$526,182	OtherExpendituresAmt
End Year Balance	$78,955,874	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.94400	BoardDesignatedBalanceEOYPct
Term Endowment Balance EOY	0.05600	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	$4,263,422	DepreciationAmt
Book Value	$876,438	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	$17,559,438	OtherCostOrOtherBasisAmt
Depreciation	$15,154,152	DepreciationAmt
Book Value	$2,405,286	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$658,260	OtherCostOrOtherBasisAmt
Depreciation	$367,977	DepreciationAmt
Book Value	$290,283	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$6,065,827	TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (31 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
GRYPHON PARTNERS V-A, LP	$14,653,001	F
HEALTH ENTERPRISE PARTNERS III, LP	$2,410,644	F
HEALTH ENTERPRISES PARTNERS I, LP	$545,258	F
HEALTH ENTERPRISES PARTNERS II, LP	$2,411,762	F
HIGHLAND DIRECT HEDGED EQUITY	$187,792,280	F
HIGHLAND PUBLIC INFLATION HEDGE	$262,875,700	F
LEAVITT EQUITY PARTNERS II, LP	$4,050,760	F
OAKTREE PRINCIPAL OPPORTUNITIES FD IV, AIF	$73,794	F
OAKTREE PRINCIPAL OPPORTUNITIES FD IV, LP	$1,483	F
OAKTREE PRIVATE INVESTMENT FUND 2012	$18,155,759	F
OAKTREE REAL ESTATE OPPORTUNITIES FUND IV	$369,391	F
OAKTREE REAL ESTATE OPPORTUNITIES FUND V	$709,965	F
PELOTON EQUITY FUND I, LP	$4,544,690	F
PELOTON EQUITY II, LP	$3,796,904	F
PIMCO BRAVO II FUND	$5,640,416	F
PIMCO CORPORATE OPPORTUNITIES FUND II OFFSHORE FEEDER AIV I, LP	$2,399,012	F
PIMCO CORPORATE OPPORTUNITIES FUND ONSHORE FEEDER, LP	$12,246,470	F
PRIME STORAGE FUND II IDF, LP	$9,090,963	F
SANTE HEALTH VENTURES I, LP	$3,519,858	F
SANTE HEALTH VENTURES II, LP	$2,870,341	F
SANTE HEALTH VENTURES III, LP	$3,733,486	F
SOLUS SPC OFFSHORE FUND LTD	$13,700,920	F
TTCP FUND I, LP	$7,508,286	F
TTCP FUND II, LP	$4,845,332	F
UBS TRUMBULL PROPERTY FUND	$71,419,835	F
UBS TRUMBULL PROPERTY INCOME FUND	$199,705,528	F
VISTA EQUITY PARTNERS FUND VII-A	$12,515,199	F
EATON VANCE INSTITUTIONAL	$79,056,643	F
HA INTL EQUITY CEF FD CL-A	$149,418,435	F
PINEBRIDGE SENIOR SECURED LOAN UNIT	$78,565,728	F
OTHER	$703,921	F

Field	Value	IRS element (for citing)
Total Book Value Securities	$1,159,331,764	TotalBookValueSecuritiesAmt

Other Assets Org OtherAssetsOrgGrp (3 entries)

DescDesc	Book ValueBookValueAmt
OTHER ASSETS	$48,746,681
DUE FROM AFFILIATES	$161,135,160
INVESTMENT IN AFFILIATES	$324,526,651

Field	Value	IRS element (for citing)
Total Book Value Other Assets	$534,408,492	TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)

DescDesc	AmtAmt
DUE TO AFFILIATES	$40,834,739
OTHER LIABILITIES	$29,090,273
RETIREMENT OBLIGATIONS	$656,684,514
SELF-INSURANCE RESERVES	$55,007,254
ROU LIABILITY	$7,839,259

Field	Value	IRS element (for citing)
Total Liability	$789,456,039	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 (2 entries)

RegionRegionTxt	OfficesOfficesCnt	EmployeeEmployeeCnt	Type Of Activities ConductedTypeOfActivitiesConductedTxt	Region Total ExpendituresRegionTotalExpendituresAmt
CENTRAL AMERICA AND THE CARIBBEAN	0	0	UNRELATED TRADE OR BUSINESS
CENTRAL AMERICA AND THE CARIBBEAN	0	0	INVESTMENTS	$374,400,655

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	$374,400,655	SubtotalSpentAmt
Continuation Spent	$0	ContinuationSpentAmt
Total Spent	$374,400,655	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 (70 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Purpose Of GrantPurposeOfGrantTxt	Address Line2USAddress/AddressLine2Txt
ALBEMARLE AREA UNITED WAY
PO BOX 293	ELIZABETH CITY	NC	27907	237123601	501(C)(3)	$10,000	COMMUNITY CARE COLLABORATIVE
ALLIANCE FOR FREEDOM RESTORATION AND JUSTICE
1938 HARNEY STREET	LARAMIE	WY	82072	463460947	501(C)(3)	$15,000	END AND PREVENT HUMAN TRAFFICKING
AMERICAN CANCER SOCIETY
250 WILLIAMS STREET NW	ATLANTA	GA	30303	131788491	501(C)(3)	$7,500	CANCER RESEARCH AND PREVENTION
AMERICAN DIABETES ASSOCIATION
870 GREENBRIER CIRCLE STE 404	CHESAPEAKE	VA	23320	131623888	501(C)(3)	$85,000	PREVENT AND CURE DIABETES
AMERICAN HEART ASSOCIATION
7272 GREENVILLE AVE	DALLAS	TX	75231	135613797	501(C)(3)	$80,000	CARDIOVASCULAR RESEARCH AND EDUCATION
AMERICAN RED CROSS OF VIRGINIA
431 18TH STREET NW	WASHINGTON	DC	20006	530196605	501(C)(3)	$10,000	BLOOD DRIVE AND COVID-19 ANTIBODY TESTING
AN ACHIEVABLE DREAM INC
10858 WARWICK BOULEVARD	NEWPORT NEWS	VA	23601	541621932	501(C)(3)	$62,500	PROMOTE EQUITY IN EDUCATION
BEACH HEALTH CLINIC
3396 HOLLAND RD STE 102	VIRGINIA BEACH	VA	23452	541366960	501(C)(3)	$15,000	DIAGNOSTIC AND PHARMACY SERVICES FOR INDIGENT
BOYS & GIRLS CLUBS OF THE VIRGINIA PENINSULA
11825 ROCK LANDING DR CHESAPEAKE	NEWPORT NEWS	VA	23606	540538202	501(C)(3)	$15,000	INSPIRE AND ENABLE YOUNG PEOPLE	BLDG STE B
CATHOLIC CHARITIES OF EASTERN VA
5361A VIRGINIA BEACH BLVD	VIRGINIA BEACH	VA	23462	540505879	501(C)(3)	$27,000	MENTAL HEALTH SERVICES
YORK CLINICAL RESEARCHYORK CLINICAL RESEARCH
142 W YORK STREET SUITE 905	NORFOLK	VA	23510	463922701		$60,000	RESEARCH STUDY
CHARLOTTESVILLE REGIONAL CHAMBER OF COMMERCE
209 5TH STREET NE	CHARLOTTESVILLE	VA	22902	540166025	501(C)(3)	$7,000	SERVICES AND ADVOCACY FOR PEOPLE WITH DISABILITIES
CHESAPEAKE CARE INC
2145 S MILITARY HWY	CHESAPEAKE	VA	23320	541642754	501(C)(3)	$27,750	HEALTHCARE FOR UNINSURED
CHILD & FAMILY SERVICES OF EASTERN VA DBA THE UP CENTER
222 W 19TH ST	NORFOLK	VA	23517	540674774	501(C)(3)	$23,000	MENTORING PROGRAM FOR AT RISK YOUTH
CHILDREN'S HEALTH INVESTMENT PROGRAM
1302 JEFFERSON STREET	CHESAPEAKE	VA	23324	541893166	501(C)(3)	$90,000	SUPPRT FOR HEALTHY BIRTH OUTCOMES
CUMBERLAND CENTER INC
1900 BELMONT BOULEVARD	NASHVILLE	TN	37212	208691236	501(C)(3)	$15,000	PROMOTE HEALTH LITERACY
DR JAMES E NEWBY JR FOUNDATION
301 RIVERVIEW AVENUE SUITE 500	NORFOLK	VA	23510	264288692	501(C)(3)	$25,000	POPULATION DATABASE DEVELOPMENT PROJECT
ELIZABETH CITY-PASQUOTANK COUNTY SENIOR CENTER
109 TIDEWATER DRIVE	ELIZABETH CITY	NC	27909	566000226		$20,000	SERVICES FOR SENIOR CITIZENS
FEDERATION OF VIRGINIA FOOD BANKS
1415 RHOADMILLER STREET	RICHMOND	VA	23320	541388664	501(C)(3)	$500,000	'WE CARE' COVID-19 EMERGENCY FOOD SUPPORT
FOOD BANK OF THE ALBEMARLE
109 TIDEWATER DRIVE	ELIZABETH CITY	NC	27906	561341658	501(C)(3)	$40,000	FOOD PRESCRIPTION PROGRAM
FORKIDS INC
PO BOX 6044	NORFOLK	VA	23508	541477799	501(C)(3)	$60,000	OPERATING FUNDS FOR EMERGENCY SHELTER
FOUNDATION FOR REHABILITATION EQUIPMENT & ENDOWMENT
PO BOX 88730	ROANOKE	VA	24014	541934695	501(C)(3)	$7,500	PROVIDE REHABILITATION EQUIPMENT TO AT RISK SENIORS
GLOUCESTER MATHEWS CARE CLINIC
2276 GEORGE WASHINGTON MEMORIAL HWY	HAYES	VA	23072	541875619	501(C)(3)	$25,000	HEALTHCARE FOR INDIGENTS	HWY
GREATER RICHMOND FIT4KIDS
PO BOX 1092	RICHMOND	VA	23218	272817718	501(C)(3)	$10,000	NUTRITION EDUCATION IN AFTER SCHOOL PROGRAMS AND THE COMMUNITY
HAMPTON ROADS COMMUNITY ACTION PROGRAM INC
PO BOX 37	NEWPORT NEWS	VA	23607	237014485	501(C)(3)	$6,000	EARLY CHILDHOOD DEVELOPMENT FOR DISADVANTAGED CHILDREN
HAMPTON ROADS COMMUNITY HEALTH CENTER
664 LINCOLN ST	PORTSMOUTH	VA	23704	541626757	501(C)(3)	$22,500	PROVIDE TELEMEDICINE ACCESS TO LOW-INCOME/UNINSURED INDIVIDUALS
HAMPTON ROADS PRIDE
5200 HAMPTON BLVD	NORFOLK	VA	23508	541865280	501(C)(3)	$10,000	YEAR LONG PRIDE ACTIVITIES
HAMPTON UNIVERSITY
200 WILLIAM R HARVEY WAY	HAMPTON	VA	23668	540505990	501(C)(3)	$10,000	HAMPTON CARES STUDENT EMERGENCY FUND
HOSPICE HOUSE & SUPPORT CARE OF WILLIAMSBURG
4445 POWHATAN PKWY	WILLIAMSBURG	VA	23188	521289657	501(C)(3)	$8,000	SUPPORT FOR INVIDUALS IN THE LAST PHASES OF LIFE
LACKEY FREE CLINIC
1620 OLD WILLIAMSBURG RD	YORKTOWN	VA	23690	541850915	501(C)(3)	$25,000	HEALTHCARE FOR INDIGENTS
LIONS CHARITY FOUNDATION OF SOUTHEASTERN VIRGINIA
327 W 21ST ST STE 203	NORFOLK	VA	23517	541191781	501(C)(3)	$13,000	CHILDREN'S EYE SCREENING
LOCAL IINITIATIVES SUPPORT CORPORATION
28 LIBERTY ST FL 34	NEW YORK	NY	10005	133030229	501(C)(3)	$1,500,000	LISC-SENTARA PARTNERSHIP
MARCH OF DIMES
1550 CRYSTAL DRIVE SUITE 1300	ARLINGTON	VA	22202	131846366	501(C)(3)	$8,750	IMPROVE HEALTH OF MOTHERS AND BABIES
MAKE-A-WISH FOUNDATION OF GREATER VA
2810 N PARHAM RD STE 302	RICHMOND	VA	23294	541429614	501(C)(3)	$10,000	GRANTS WISHES FOR CHILDREN WITH CRITICAL ILLNESSES
NEPTUNE FESTIVAL
265 KINGS GRANT RD	VIRGINIA BEACH	VA	23452	521372330	501(C)(3)	$12,500	SPONSORSHIP
NEW HORIZONS EDUCATION FOUNDATION
520 BUTLER FARM RD	HAMPTON	VA	23666	541674644	501(C)(3)	$10,000	GOOD LIFE SOLUTION PROGRAM SIGNING DAY
NORFOLK FORUM INCORPORATED
PO BOX 1114	NORFOLK	VA	23517	546053037	501(C)(3)	$25,000	THE NORFOLK FORUM
NORFOLK SENIOR CENTER DBA PRIMEPLUS SENIOR CENTER
7300 NEWPORT AVE STE 100	NORFOLK	VA	23505	541118218	501(C)(3)	$7,000	PRIME RIDES FOR SENIORS
NORFOLK STATE UNIVERSITY
700 PARK AVENUE	NORFOLK	VA	23504	237235954	501(C)(3)	$2,000,000	SCHOOL OF PUBLIC HEALTH
NORTHEAST ACADEMY OF AEROSPACE AND ADVANCED TECHNOLOGIES
PO BOX 2889	ELIZABETH CITY	NC	27909	464978300	501(C)(3)	$25,000	STEM EDUCATION
OLD DOMINION UNIVERSITY
411 MONARCH WAY SUITE 204	NORFOLK	VA	23529	546068198	501(C)(3)	$2,000,000	SCHOOL OF PUBLIC HEALTH
OLDE TOWNE MEDICAL AND DENTAL CENTER
5249 OLDE TOWNE RD STE D	WILLIAMSBURG	VA	23188	541663905	501(C)(3)	$30,000	PEDIATRIC DENTAL SERVICES
PARK PLACE HEALTH AND DENTAL CLINIC
606 W 29TH ST	NORFOLK	VA	23508	453086608	501(C)(3)	$30,000	DENTAL HEALTH NEEDS OF LOW INCOME AND UNINSURED
PATRIOTIC FESTIVAL II INC
3212 STAPLEFORD CHASE	VIRGINIA BEACH	VA	23452	461601615	501(C)(3)	$10,000	SPONSORSHIP
PIN MINISTRY
557 S BIRDNECK RD STE 109	VIRGINIA BEACH	VA	23451	412126841	501(C)(3)	$20,000	RESOURCES FOR THE POOR
RX PARTNERSHIP (RXP)
2924 EMERYWOOD PKWY STE 300	RICHMOND	VA	23294	571186937	501(C)(3)	$33,000	MEDICATION ACCESS FOR THE UNINSURED
SAMARITAN HOUSE INC
2620 SOUTHERN BLVD	VIRGINIA BEACH	VA	23452	541291021	501(C)(3)	$25,000	SERVING THE HOMELESS
SENIOR SERVICES OF SOUTHEASTERN VIRGINIA
6350 CENTER DR BLDG NO 101	NORFOLK	VA	23502	546069786	501(C)(3)	$35,000	PROVIDE TRANSITION SERVICES TO SENIORS
SOUTHEASTERN VIRGINIA HEALTH SYSTEM
1033 28TH ST	NEWPORT NEWS	VA	23607	541083954	501(C)(3)	$45,000	LAB AND MEDICAL SERVICES FOR INDIGENTS
ST COLUMBA ECUMENICAL MINISTRIES
2414 LAFAYETTE BLVD	NORFOLK	VA	23509	541394797	501(C)(3)	$12,000	PRESCRIPTIONS
STRENGTH IN PEERS INC
PO BOX 892	NEW MARKET	VA	22844	811604006	501(C)(3)	$20,000	SAFE & SECURE HEALING PROGRAM
THE CENTER FOR SEXUAL ASSAULT SURVIVORS
718 J CLYDE MORRISS BLVD	NEWPORT NEWS	VA	23601	541934355	501(C)(3)	$14,000	CRISIS TREATMENT SPECIALIST
THE LEUKEMIA & LYMPHOMA SOCIETY
3 INTERNATIONAL DR	RYE BROOK	NY	10573	135644916	501(C)(3)	$10,000	LIGHT THE NIGHT
THE PLANNING COUNCIL
2551 ELTHAM AVENUE NO I	NORFOLK	VA	25313	540505998	501(C)(3)	$1,235,000	COVID-19 HOPE FUND SUPPORT
UNCF
1805 7TH STREE NW	WASHINGTON	DC	20001	131624241	501(C)(3)	$8,000	SUPPORT EDUCATIONAL OPPORTUNITIES FOR STUDENTS
UNION MISSION MINISTRIES
P O BOX 3203	NORFOLK	VA	23514	540506427	501(C)(3)	$51,000	HEALTHCARE FOR HOMELESS
VA BUSINESS HIGHER EDUCATION COUNCIL
1108 EAST MAIN STREET SUITE 1100	RICHMOND	VA	23219	541827038	501(C)(3)	$20,000	SUPPPORT VIRGINIA PUBLIC COLLEGES AND UNIVERISITES
VA CHAMBER FOUNDATION
919 E MAIN ST STE 900	RICHMOND	VA	23219	510193842	501(C)(3)	$50,000	STRENGHTEN VIRGINIA'S LONG-TERM COMPETITIVENESS
VA LEAGUE FOR PLANNED PARENTHOOD
201 N HAMILTON ST	RICHMOND	VA	23221	540505973	501(C)(3)	$10,000	SUPPORT FOR PRIMARY CARE PROGRAMS
VA MUSEUM OF CONTEMPORARY ART
2200 PARKS AVE	VIRGINIA BEACH	VA	23451	237112328	501(C)(3)	$30,000	SUPPORT FOR AN INCLUSIVE AND WELCOMING COMMUNITY.
VA WESLEYAN UNIVERSITY
5817 WESLEYAN DR	VIRGINIA BEACH	VA	23455	546039600	501(C)(3)	$50,000	WHIRLPOOLS FOR ATHLETIC PROGRAM
VIRGINIA ARTS FESTIVAL
400 BANK STREET	NORFOLK	VA	23510	541786140	501(C)(3)	$75,000	2021 VIRGINIA ARTS FESTIVAL: DIVERSITY, INCLUSION AND EQUITY THROUGH THE ARTS
VIRGINIA HEALTH CARE FOUNDATION
707 EAST MAIN STREET ROOM 1350	RICHMOND	VA	23219	541639924	501(C)(3)	$110,500	PROMOTE MEDICAID/FAMIS TO FAMILIES IN HALIFAX COUNTY
VIRGINIA READY INITIATIVE
107 S WEST STREET 135	ALEXANDRIA	VA	22314	851103573	501(C)(3)	$75,000	RETRAINING VIRGINIA'S UNEMPLOYED TO GET BACK TO WORK
VIRGINIA SUPPORTIVE HOUSING
PO BOX 8585	RICHMOND	VA	23226	541444564	501(C)(3)	$111,000	HOUSING FOR FREQUENT EMERGENCY DEPT USERS
WESTERN TIDEWATER FREE CLINIC
2019 MEADE PKWY	SUFFOLK	VA	23434	263302837	501(C)(3)	$30,000	PROVIDE DENTAL PROGRAM ACCESS
WILLIAMSBURG AREA FAITH IN ACTION
354 MCLAWS CIRCLE STE 2	WILLIAMSBURG	VA	23185	311812124	501(C)(3)	$15,000	MEDICAL TRANSPORTATION
YMCA OF SOUTH HAMPTON ROADS
920 CORPORATE LANE	CHESAPEAKE	VA	23320	540445205	501(C)(3)	$100,000	E-LEARNING ACADEMY
YOUTH FOR TOMORROW NEW LIFE CENTER INC
11835 HAZEL CIRCLE DRIVE	BRISTOW	VA	20136	521342268	501(C)(3)	$50,000	BEHAVIORAL HEALTH SERVICES
YWCA SOUTH HAMPTON ROADS
500 E PLUME ST STE 700	NORFOLK	VA	23510	540506491	501(C)(3)	$20,000	NORFOLK FAMILY JUSTICE CENTER SANE CLINIC

Field	Value	IRS element (for citing)
Total501c3 Org	68	Total501c3OrgCnt
Total Other Org	2	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 (16 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	$1,746,915	$0	$2,066,820	$0	$422,891	$0	$7,135,652	$0	$25,646	$0	$11,397,924	$0	$0	$0
MICHAEL V GENTRY
COO	$851,459	$0	$755,619	$0	$164,761	$0	$395,379	$0	$21,700	$0	$2,188,918	$0	$0	$0
ROBERT A BROERMANN
CFO	$889,946	$0	$795,582	$0	$216,125	$0	$139,891	$0	$20,722	$0	$2,062,266	$0	$0	$0
JORDAN R ASHER
KE (SHC SVP & CHIEF PHYSICIAN EXEC)	$749,193	$0	$658,548	$0	$32,967	$0	$179,562	$0	$34,557	$0	$1,654,827	$0	$0	$0
MEGAN R PERRY
CVP, MERGERS & ACQUISITION	$486,725	$0	$347,832	$0	$164,053	$0	$391,002	$0	$20,745	$0	$1,410,357	$0	$64,433	$0
BECKY C SAWYER
KE (SVP & CHRO)	$557,348	$0	$420,790	$0	$46,436	$0	$299,014	$0	$32,105	$0	$1,355,693	$0	$0	$0
DOUGLAS M THOMPSON
VP, DECISION SUPPORT	$211,934	$0	$196,624	$0	$629,371	$0	$8,550	$0	$13,038	$0	$1,059,517	$0	$0	$0
LOUIS PATALANO IV
SECRETARY (EFFEC 10/20)	$581,030	$0	$201,400	$0	$38,051	$0	$80,062	$0	$19,225	$0	$919,768	$0	$0	$0
PHYLLIS S ANDERSON
KE (SVP & CHIEF MARKETING OFFICER)	$574,900	$0	$121,800	$0	$51,746	$0	$82,500	$0	$17,115	$0	$848,061	$0	$0	$0
GRACE R HINES
CVP, SYSTEM INTERGRATION	$339,567	$0	$215,451	$0	$97,222	$0	$82,014	$0	$25,858	$0	$760,112	$0	$0	$0
EDWARD L TORCOM
VP MANAGED CARE CONTRACTING	$374,083	$0	$81,456	$0	$77,398	$0	$93,633	$0	$30,965	$0	$657,535	$0	$0	$0
STEPHANIE K SCHNITTGER
VP CORP FINANCE	$456,915	$0	$53,542	$0	$39,750	$0	$6,136	$0	$31,487	$0	$587,830	$0	$0	$0
SAMUEL J HAWLEY
FORMER OFFICER	$173,153	$0	$27,123	$0	$25,989	$0	$51,085	$0	$12,650	$0	$290,000	$0	$0	$0
VICKY G GRAY
FORMER KE	$0	$0	$171,055	$0	$115,951	$0	$0	$0	$0	$0	$287,006	$0	$2,590	$0
MICHAEL V TAYLOR
FORMER KE	$111,459	$0	$375	$0	$20,260	$0	$107,905	$0	$30,312	$0	$270,311	$0	$0	$0
JEFFREY P KING
FORMER OFFICER	$0	$0	$160,422	$0	$13,932	$0	$16,388	$0	$800	$0	$191,542	$0	$0	$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	JEFFREY P. KING RECEIVED $13,932 IN COMPENSATION RELATED TO HIS 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. 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. VESTING OCCURS UPON THE COMPLETION OF A TWO YEAR NON-COMPETE PERIOD FOLLOWING TERMINATION AFTER EARLY RETIREMENT DATE OR UPON DEATH. EARLY RETIREMENT DATE IS WHEN THE EXECUTIVE OBTAINS AT LEAST AGE 55 AND HAS 10 YEARS OF SERVICE AND BENEFITS ARE FORFEITED IF PARTICIPANT LEAVES PRIOR TO AGE 55 WITH 10 YEARS OF SERVICE. HOWARD KERN, ROBERT BROERMANN, MICHAEL GENTRY, VICKY GRAY, DOUGLAS THOMPSON, GRACE HINES, MEGAN PERRY, BECKY SAWYER, JORDAN ASHER, PHYLLIS ANDERSON AND LOUIS PATALANO 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 2020, THE FOLLOWING CORPORATE EXECUTIVES RECEIVED VESTED DISTRIBUTIONS UNDER THE PLAN: ROBERT BROERMANN ($173,276); MICHAEL GENTRY ($131,794); VICKY GRAY ($4,414); GRACE HINES ($54,822); HOWARD KERN ($369,666); MEGAN PERRY ($98,994); AND DOUGLAS THOMPSON ($84,657). 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. YEAR-END BONUS PAYMENTS EMPLOYEES WHO ARE NOT COVERED UNDER ANOTHER INCENTIVE PROGRAM ARE ELIGIBLE FOR YEAR-END BONUSES WHICH ARE CONDITIONED UPON SYSTEM YEAR-END RESULTS. 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 NORFOLK VA
A	521375010	NONEAVAIL	2003-07-16	$53,100,000	FINANCING FOR CAPITAL AND FIXED ASSETS	0	0	0
EDA THE CITY OF SUFFOLK VA
B	541131047	86481QAA7	2008-06-25	$156,615,000	REFUNDED BONDS ISSUED OCTOBER 2006	0	0	0
EDA THE CITY OF NORFOLK VA
C	521375010	65588NBB7	2012-05-16	$163,163,080	REF. POTOMAC 2003, MJH 2002, NEW PROJ.	0	0	0
EDA THE CITY OF NORFOLK VA
D	521375010	65588TAP4	2016-05-05	$197,670,000	REF. SERIES 2012A, 2010B, AND 2010C	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	$33,100,000	$53,100,000	$53,100,000	2003	0	0	Yes (1)	Yes (1)
B	$20,025,000	$156,615,000	$156,615,000	2008	Yes (1)	0	Yes (1)	Yes (1)
C	$20,905,000	$163,873,559	$88,288,148	2014	0	Yes (1)	Yes (1)	Yes (1)	$75,585,411
D	$16,850,000	$197,670,000	$197,670,000	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)	0	Yes (1)
D	Yes (1)	Yes (1)	Yes (1)	Yes (1)	Yes (1)	Yes (1)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCd	Rebate Not Due YetRebateNotDueYetInd	Exception To RebateExceptionToRebateInd	No Rebate DueNoRebateDueInd	Variable Rate IssueVariableRateIssueInd	Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd
A	0	Yes (1)	Yes (1)	Yes (1)	Yes (1)
B	0	Yes (1)	Yes (1)	0	Yes (1)
C	0	0	Yes (1)	0	Yes (1)
D	Yes (1)	Yes (1)	0	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
DATE REBATE COMPUTATION PERFORMED	ISSUER NAME: EDA THE CITY OF NORFOLK, VA DATE THE REBATE COMPUTATION WAS PERFORMED: 12/16/2007
SCHEDULE K, PART VI	ENTITY 1, ISSUE A: SERIES 2003 COMMERCIAL PAPER PROGRAM (SENTARA HEALTHCARE) PART II, 1 - SENTARA ISSUED TAXABLE COMMERCIAL PAPER NOTES IN 2012 TO PARTIALLY REFUND THIS 2003 COMMERCIAL PAPER PROGRAM. PART II, 3 - AMOUNT OF TOTAL PROCEEDS OF ISSUE INCLUDES ISSUE PRICE. NO INTEREST WAS EARNED, ALL PROCEEDS SPENT WITHIN 18 MONTHS OF RECEIPT OF PROCEEDS. PART II, 7 - THE COST OF ISSUANCE EXPENSES OF THE ISSUE WERE PAID WITH EQUITY FROM SENTARA AND NOT FROM BOND PROCEEDS. PART IV, 2C - SENTARA HAD ARBITRAGE COMPLIANCE REPORT COMPLETED FOR THIS ISSUE AS OF 12/16/2007, WHICH REFLECTED NO REBATE DUE TO THE IRS FOR THIS 2003 ISSUANCE. DEBT WAS ISSUED AS REIMBURSEMENT FOR PRIOR EXPENDITURES INCURRED. THEREFORE, THIS ISSUE QUALIFIED FOR THE SIX-MONTH SPENDING EXCEPTION. ENTITY 1, ISSUE B: 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). ENTITY 1, ISSUER C: 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, 7 - THE COST OF ISSUANCE EXPENSES OF THE ISSUE WERE PAID WITH EQUITY FROM SENTARA AND NOT FROM BOND PROCEEDS. PART II, 11 - OTHER SPENT PROCEEDS INCLUDES REFUNDING PROCEEDS AND INTEREST EARNINGS FROM REFUNDING ESCROW FUNDS. PART II, 12 - UNSPENT PROCEEDS CONSIST OF THE REMAINING PROJECT FUND PROCEEDS. 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 D: 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 IS EXPECTED TO BE DUE TO THE IRS FOR THIS ISSUE AS OF THE MAY 5, 2021 FIRST INSTALLMENT EVALUATION DATE.
SCHEDULE K, PART VI	ENTITY 2, ISSUER A: SERIES 2016C&D (SENTARA RMH MEDICAL CENTER) PART II, 3 - PART II, 3 - COMBINED ISSUE PRICE OF THE SERIES 2016C AND 2016D BONDS. THE SERIES 2016C&D 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 2016C&D 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 IS EXPECTED TO BE DUE TO THE IRS FOR THIS ISSUE AS OF THE AUGUST 15, 2021 FIRST INSTALLMENT EVALUATION DATE. ENTITY 2, ISSUER B: SERIES 2016E (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 2016E CURRENT REFUNDED THE SERIES 2011AB&C RMH 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 OCTOBER 4, 2021 FIRST INSTALLMENT EVALUATION DATE. ENTITY 2, ISSUER C: SERIES 2016F (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 2016F CURRENT REFUNDED THE SERIES 2010A, 2010B, AND 2010C RMH BONDS ON THE DATE OF CLOSING. SERIES 2010AB&C BONDS WERE MODIFIED/REISSUED ON 11/28/2011. 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 NOVEMBER 1, 2021 FIRST INSTALLMENT EVALUATION DATE. ENTITY 2, ISSUER D: 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.
SCHEDULE K, PART VI	ENTITY 3, ISSUER A: 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 3, ISSUER B: 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.

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 HARRISONBURG VA
A	542000436	NONEAVAIL	2016-08-15	$183,535,000	CURRENTLY REFUND SERIES 2006 RMH	0	0	0
EDA OF THE CITY OF HARRISONBURG VA
B	542000436	NONEAVAIL	2016-10-04	$27,600,000	CURRENTLY REFUND SERIES 2011ABC RMH	0	0	0
EDA OF THE CITY OF HARRISONBURG VA
C	542000436	NONEAVAIL	2016-11-01	$65,379,312	CURRENTLY REFUND SERIES 2010ABC RMH	0	0	0
EDA OF THE CITY OF NORFOLK
D	521375010	65588TAT6	2018-05-15	$150,000,788	CURRENT REFUND SERIES 2017 BONDS	0	0	0

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCd	RetiredRetiredAmt	Total ProceedsTotalProceedsAmt	Other Spent ProceedsOtherSpentProceedsAmt	Substantial CompletionSubstantialCompletionYr	Refunding Tax Exempt BondsRefundingTaxExemptBondsInd	Final Allocation MadeFinalAllocationMadeInd	Adequate Books And Rec MaintAdequateBooksAndRecMaintInd	Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt	Capital ExpendituresCapitalExpendituresAmt
A	$5,370,000	$183,535,000	$183,535,000	2016	Yes (1)	Yes (1)	Yes (1)
B	$4,800,000	$27,600,000	$27,600,000	2016	Yes (1)	Yes (1)	Yes (1)
C	$10,896,552	$65,379,312	$65,379,312	2016	Yes (1)	Yes (1)	Yes (1)
D		$169,318,695	$150,000,000	2018	Yes (1)	Yes (1)	Yes (1)	$788	$19,317,907

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)	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)	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 K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)

Bond ReferenceBondReferenceCd	Bond Issuer EINBondIssuerEIN	CUSIPCUSIPNum	Bond IssuedBondIssuedDt	Issue PriceIssuePriceAmt	PurposePurposeDesc	DefeasedDefeasedInd	On Behalf Of IssuerOnBehalfOfIssuerInd	Pool FinancingPoolFinancingInd
EDA OF ALBERMARLE COUNTY VA
A	521297503	012663AM2	2018-05-15	$154,550,000	CURRENTLY REFUND SERIES 2013AB BONDS	0	0	0
VA SMALL BUSINESS FINANCING AUTHORITY
B	521300845	928105BY0	2020-02-03	$211,671,094	CURRENTLY REFUND SERIES 2010 BONDS	0	0	0

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 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
A	$4,510,000	$154,550,000	$154,550,000	2018	Yes (1)	0	Yes (1)	Yes (1)
B	$9,100,000	$212,454,855	$212,454,855	2020	Yes (1)	0	Yes (1)	Yes (1)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)

Bond ReferenceBondReferenceCd	Owning Bond Financed PropertyOwningBondFinancedPropertyInd	Any Lease ArrangementsAnyLeaseArrangementsInd	Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd	Engage Bond Counsel ContractsEngageBondCounselContractsInd	Any Research AgreementsAnyResearchAgreementsInd	Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd	Change In Use Bond Financed PropChangeInUseBondFinancedPropInd	Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A	0	Yes (1)	Yes (1)	Yes (1)	0	0	0	Yes (1)
B	0	Yes (1)	Yes (1)	Yes (1)	0	0	0	Yes (1)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)

Bond ReferenceBondReferenceCd	Form8038 T FiledForm8038TFiledInd	Rebate Not Due YetRebateNotDueYetInd	Exception To RebateExceptionToRebateInd	No Rebate DueNoRebateDueInd	Variable Rate IssueVariableRateIssueInd	Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd	Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd	Gross Proceeds InvestedGrossProceedsInvestedInd	Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd
A	0	Yes (1)	Yes (1)	0	Yes (1)	0	0	0	Yes (1)
B	0	Yes (1)	Yes (1)	0	0	0	0	0	Yes (1)

Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)

Bond ReferenceBondReferenceCd	Procedures Corrective ActionProceduresCorrectiveActionInd
A	Yes (1)
B	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 132 YEARS IN PURSUIT OF ITS MISSION "WE IMPROVE HEALTH EVERY DAY." NAMED TO IBM WATSON HEALTH'S 2018 "TOP 15 HEALTH SYSTEMS," SENTARA IS AN INTEGRATED, NOT-FOR-PROFIT SYSTEM OF 12 HOSPITALS IN VIRGINIA AND NORTHEASTERN NORTH CAROLINA, INCLUDING A LEVEL I TRAUMA CENTER, THE SENTARA HEART HOSPITAL AND THE SENTARA HEALTHCARE CARDIOVASCULAR RESEARCH INSTITUTE, THE SENTARA BROCK CANCER CENTER AND THE ACCREDITED SENTARA CANCER NETWORK, TWO ORTHOPEDIC HOSPITALS, AND THE SENTARA NEUROSCIENCES INSTITUTE. THE SENTARA FAMILY ALSO INCLUDES FOUR MEDICAL GROUPS, NIGHTINGALE REGIONAL AIR AMBULANCE AND GROUND MEDICAL TRANSPORT, HOME CARE AND HOSPICE, AMBULATORY OUTPATIENT CAMPUSES, ADVANCED IMAGING AND DIAGNOSTIC CENTERS, A CLINICALLY INTEGRATED NETWORK, THE SENTARA COLLEGE OF HEALTH SCIENCES AND THE OPTIMA HEALTH PLAN AND VIRGINIA PREMIER HEALTH PLAN SERVING 858,000 MEMBERS IN VIRGINIA, NORTH CAROLINA AND OHIO. WITH MORE THAN 28,000 EMPLOYEES AND RANKED ONE OF FORBES "AMERICA'S BEST EMPLOYERS" IN 2018, SENTARA IS STRATEGICALLY FOCUSED ON CLINICAL QUALITY AND SAFETY, INNOVATION AND CREATING AN EXTRAORDINARY HEALTH CARE EXPERIENCE FOR OUR PATIENTS AND MEMBERS. 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. II. COMMITMENT TO THE COMMUNITY A. SENTARA HAS PROVIDED MUCH IN THE WAY OF COMMUNITY BENEFIT AND CHARITY CARE ON AN ANNUAL BASIS. THE 2020 VALUE OF COMMUNITY BENEFIT TOTALED $256,000,000. SENTARA PROVIDED $180,000,000 IN NET UNCOMPENSATED PATIENT CARE COSTS; $45,000,000 IN NET UNFUNDED COSTS OF TEACHING PROGRAMS; $20,000,000 IN INCURRED COSTS FOR COMMUNITY BENEFIT PROGRAMS; AND $11,000,000 IN PHILANTHROPY. B. SENTARA OFFICIALLY LAUNCHED ITS CORPORATE SOCIAL RESPONSIBILITY (CSR) PROGRAM, SENTARA CARES, TO SUPPORT THE NEEDS OF THE COMMUNITIES WE SERVE IN THE MOST IMPACTFUL WAY. THROUGH CSR WE EITHER GAVE OR PLEDGED NEARLY $6.5M TO THE COMMUNITIES WE SERVE THROUGH SPONSORSHIPS, GRANTS, AND PARTNERSHIPS. THE CSR PROGRAM WILL DELIVER ECONOMIC, SOCIAL, AND ENVIRONMENTAL BENEFITS FOR STAKEHOLDERS ACROSS ALL SENTARA MARKETS AND INCREASE OUR COMMUNITY CONNECTION. IT WILL BUILD ON SENTARA RECOGNIZED LEADERSHIP AND COMMITMENT TO THE COMMUNITIES WE SERVE. C. SENTARA HEALTHCARE AND OPTIMA HEALTH, IN PARTNERSHIP WITH THE LOCAL INITIATIVES SUPPORT CORPORATION (LISC), THE NATION'S LARGEST COMMUNITY DEVELOPMENT ORGANIZATION, CONTINUED ITS WORK TO INVEST $100 MILLION TO ADDRESS SOCIAL DETERMINANTS OF HEALTH IN UNDERSERVED COMMUNITIES ACROSS THE COMMONWEALTH OF VIRGINIA. THIS INVESTMENT, WHICH IS PART OF OUR CORPORATE SOCIAL RESPONSIBILITY PROGRAM, BUILDS UPON SENTARA'S COMMITMENT TO CREATE HEALTHIER COMMUNITIES AND IMPROVE THE QUALITY OF LIFE FOR VIRGINIANS MOST IN NEED. SENTARA WILL CONTRIBUTE $50M TO ADVANCE THESE GOALS IN PARTNERSHIP WITH LISC, WHO HAS COMMITTED TO ASSEMBLING AN ADDITIONAL $50M FROM PUBLIC AND PRIVATE SOURCES TO COMPLEMENT SENTARA'S INVESTMENT. FURTHER RESULTING FROM THE LISC PARTNERSHIP, $1.5M OF OUR PHILANTHROPY FUNDING WENT TOWARD THE DEVELOPMENT OF TWO FINANCIAL OPPORTUNITY CENTERS AND 2 HOUSING PROJECTS PLANNED IN 2021. D. THE SENTARA CHIEF DIVERSITY OFFICER 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 BEGAN ESTABLISHING DIVERSITY AND INCLUSION COUNCILS AT ALL 12 HOSPITALS. AND, WE DEVELOPED 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. TO THAT END, WE HOSTED SEVERAL "SAFE SPACES" SESSIONS WITH OUR TEAM MEMBERS FOR THEM TO SHARE, HEAR AND LEARN GIVEN OUR SOCIAL JUSTICE ENVIRONMENT. ADDITIONALLY, THE DIRECTOR OF HEALTH EQUITY CONTINUED THE EXCELLENT WORK IN IDENTIFYING AND REMOVING BARRIERS SO PEOPLE CAN RECEIVE THE CARE THEY NEED. THE TEAM IDENTIFIES HEALTH DISPARITIES AND RESEARCHES 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. A MAJOR FOCUS IN 2020 FOR THE HEALTH EQUITY DIVISION WAS TO ENABLE ACCESS FOR COVID TESTING IN UNDERSERVED COMMUNITIES AND ENABLE ACCESS TO THE COVID VACCINE FOR THOSE SAME COMMUNITIES. OUTREACH TO OUR FAITH-BASED ORGANIZATIONS AND COMMUNITY PARTNERS WAS UNPRECEDENTED AND STRONGLY POSITIONS OUR COMMUNITIES TO COLLABORATE DURING UNPRECEDENTED TIMES. E. IN RESPONSE TO THE TRAGEDY THAT TOOK PLACE AT THE VIRGINIA BEACH MUNICIPAL CENTER IN MAY 2019, SENTARA COLLABORATED WITH THE CITY OF VIRGINIA BEACH TO OPEN THE VB STRONG CENTER, WHICH CONTINUES TO PROVIDE RESOURCES AND DEDICATED STAFF TO ENSURE THOSE IN THE COMMUNITY WHO NEED OR WANT ASSISTANCE FOLLOWING THE TRAGEDY CAN RECEIVE PERSONALIZED CARE. SERVICES INCLUDE INDIVIDUAL COUNSELING, GROUP THERAPY, ART, YOGA, MEDITATION, MENTAL HEALTH COUNSELING, INTAKE AND CASE COORDINATION, AND OTHER SERVICES AS DIRECTED BY A LICENSED MENTAL HEALTH CLINICIAN. F. SENTARA IS PROUD OF THE MISSION-DRIVEN WORK OF THE THREE SENTARA FOUNDATIONS. THESE FOUNDATIONS RAISED MONEY TO SUPPORT THE CLINICAL
FORM 990, PART III, LINE 4A, PROGRAM SERVICE ACCOMPLISHMENTS	NEEDS OF THE SYSTEM AND PROVIDED FUNDING THROUGH GRANTS AND DIRECT CONTRIBUTIONS TO COMMUNITY ORGANIZATIONS THAT HAVE SIMILAR INTERESTS IN SUPPORTING COMMUNITY HEALTH NEEDS. G. 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 2020, THE HOPE FUND AWARDED $166,992 TO SENTARA EMPLOYEES IN CRISES ACROSS THE SYSTEM. ADDITIONALLY, SENTARA ESTABLISHED A SPECIAL COVID HOPE FUND TO HELP EMPLOYEES WHO EXPERIENCED EXTRAORDINARY HARDSHIP DURING THE COVID-19 PANDEMIC. THIS SENTARA COVID-19 HOPE FUND AWARDED $545,117 IN 2020. H. AS A RESULT OF COVID-19, FOOD INSECURITY REACHED NEW LEVELS OF UNPRECEDENTED NEED. IN PARTNERSHIP WITH TRUIST, THE COMMONWEALTH OF VIRGINIA, THE FEDERATION OF VIRGINIA FOOD BANKS AND MANY OTHER COMMUNITY-MINDED COMPANIES, SENTARA SPEARHEADED THE "WE CARE" COVID-19 VIRGINIA EMERGENCY FOOD SUPPORT PLAN. THIS INITIATIVE CENTERED ON PROVIDING FIVE-DAY, SHELF-STABLE FOOD SUPPLY BOXES CONTAINING 15 NUTRITIOUS MEALS THAT COULD BE MORE EASILY AND SAFELY ASSEMBLED AND DISTRIBUTED AT THE HEIGHT OF THE PANDEMIC. AS A RESULT, APPROXIMATELY 200,000 20-POUND, FIVE-DAY SUPPLY FOOD BOXES HAVE BEEN DISTRIBUTED THROUGH SENTARA'S "WE CARE" COVID -19 VIRGINIA EMERGENCY FOOD SUPPORT PLAN. SENTARA AND TRUIST EACH CONTRIBUTED $500,000. THE COMMONWEALTH OF VIRGINIA COMMITTED $1.4M FROM CARES ACT FUNDS PLUS OTHER FEDERAL FUNDING CAME THROUGH VIA THE COMMONWEALTH. ALONG WITH OTHER CORPORATE DONATIONS THE TOTAL AMOUNT RAISED FOR THIS EFFORT TOTALED OVER $6.4 MILLION. BECAUSE OF THE GROWING NUMBER OF INDIVIDUALS FACING HOMELESSNESS, SENTARA PARTNERED WITH MANY ORGANIZATIONS TO ADDRESS THIS CRITICAL NEED THAT HAS REACHED NEW HEIGHTS DUE TO THE COVID-19 PANDEMIC. HERE ARE A FEW EXAMPLES: I. HEALTHY HOTEL PROJECT: THANKS TO OUR PARTNERSHIP WITH THE NORFOLK COMMUNITY SERVICES BOARD (NCSB), SENTARA'S MEDICAL GROUP AND HOME CARE DIVISION 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. II. THE HELP CLINIC: THIS FREE CLINIC IN HAMPTON, VIRGINIA, OPENED A SINGLE SITE SHELTER FOR THE HOMELESS WITH COVID 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. III. 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 2020: HEALTH IMPROVEMENT EVENTS WERE OFFERED TO CHURCHES, EMPLOYER GROUPS, COMMUNITY HEALTH CENTERS AND OTHER COMMUNITY LOCATIONS. 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 SENTARA HEART, WE PROMOTED THE "28 DAYS OF HEART" IN FEBRUARY 2020 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, TWO SENTARA HOSPITALS, SENTARA NORFOLK GENERAL HOSPITAL (NORFOLK) AND SENTARA CAREPLEX HOSPITAL (HAMPTON) ACTIVATED THE VIOLENCE PREVENTION GRANTS THEY RECEIVED FROM THE VIRGINIA HOSPITALS AND HEALTHCARE ASSOCIATION ON JUNE 5, 2020 WEAR ORANGE DAY. THE GRANTS SUPPORT DEVELOPMENT OF COMMUNITY-BASED PROGRAMS TO PREVENT GUN AND INTIMATE PARTNER VIOLENCE BEFORE THEY RESULT IN MORE TRAUMATIC INJURIES. III. GROWTH IN SENTARA HEALTHCARE SENTARA HAS REACHED OUT TO OTHER INDUSTRY LEADERS AND JOINED FORCES TO EXTEND QUALITY HEALTHCARE AND SERVICES TO MORE PEOPLE. IN RECENT YEARS, WE HAVE GROWN IN VIRGINIA AND IN OTHER STATES - NORTH CAROLINA AND OHIO - BY SEEKING PARTNERSHIPS WITH SUCCESSFUL HOSPITALS AND HEALTH SYSTEMS THAT SHARE OUR DEDICATION TO EXCELLENCE, VALUE, QUALITY, AND CUSTOMER FOCUS. OUR GROWTH IN 2020 INCLUDED THE FOLLOWING: A. SENTARA PURCHASED 80% OF VIRGINIA PREMIER, AN INSURANCE COMPANY AFFILIATED WITH VCU HEALTH IN RICHMOND, VIRGINIA. THE TWO PLANS WILL SERVE MORE THAN 858,000 MEMBERS. B. OPTIMA HEALTH CONTINUED AS ONE OF 6 MANAGED CARE ORGANIZATIONS THAT COLLECTIVELY SERVED OVER 490,000 (BY END OF 2020) ELIGIBLE VIRGINIANS WHO QUALIFIED FOR MEDICAID EXPANSION. C. SENTARA OPENED THE NEW SENTARA BROCK CANCER CENTER IN NORFOLK, VIRGINIA, WHICH IS A PATIENT-CENTERED FACILITY THAT IS TRANSFORMING CANCER CARE IN SOUTHEAST VIRGINIA/NORTHEAST NORTH CAROLINA.
FORM 990, PART III, LINE 4A	IV. 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". SENTARA AND OPTIMA EXPERIENCED 118,963 NEW APP DOWNLOADS AND A COMBINED TOTAL OF 148,654 LOG-INS. 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. C. SENTARA WAS NAMED TO THE CIO 100 LIST OF THE WORLD'S LEADING INNOVATIVE ORGANIZATIONS FOR CLOUD-HOSTING APPLICATION DESIGN, SUPPORT, AND COST OPTIMIZATION. V. OFFERING NEW PROCEDURES AND TECHNOLOGIES A. CLINICAL BREAKTHROUGHS AND ADVANCEMENTS: SENTARA INTRODUCED MANY NEW CLINICAL BREAKTHROUGHS AND ADVANCEMENTS THAT BENEFITED THE PATIENT IN MANY AREAS OF CARE. ONE EXAMPLE IS THE FOLLOWING: I. SEPSIS SNIFFER: SENTARA HOSPITALS CREATED AND IMPLEMENTED THE SEPSIS SNIFFER, AN ARTIFICIAL INTELLIGENCE SYSTEM TO PREDICT WHICH PATIENTS ARE MOST AT RISK FOR SEPSIS. VI. EXPANDING EDUCATIONAL OPPORTUNITIES A. 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 2020, SENTARA REACHED 83.9% OF SENTARA NURSES HAVING EARNED OR ARE UNDER CONTRACT TO EARN A BSN. SENTARA HAD 68.7% OF ITS NURSING WORKFORCE HOLDING A BSN OR HIGHER DEGREE WITH 15.2% OF LICENSED RNS WITH A CONTRACT TO COMPLETE THEIR BSN. B. RESEARCH: RESEARCH IS ANOTHER WAY SENTARA IS ALWAYS IMPROVING. HERE ARE A FEW EXAMPLES OF OUR WORK WITHIN THE RESEARCH REALM: I. HEART AND VASCULAR: THE SENTARA CARDIOVASCULAR RESEARCH INSTITUTE WAS ESTABLISHED IN 2005 TO ADVANCE THE UNDERSTANDING AND TREATMENT OF CARDIOVASCULAR DISEASE, WHICH IS THE NATION'S NUMBER-ONE KILLER. UNIQUELY QUALIFIED REGISTERED NURSE RESEARCH COORDINATORS, CARDIOLOGISTS, HEART, AND VASCULAR SURGEONS COLLABORATE WITH LOCAL INSTITUTIONS, GOVERNMENT AGENCIES AND BIOMEDICAL COMPANIES TO PERFORM CLINICAL RESEARCH TRIALS. ULTIMATELY, THE WORK ENABLES CLINICIANS TO IMPROVE CLINICAL CARE DELIVERY, PATIENT OUTCOMES AND THE OVERALL HEALTH OF OUR COMMUNITY. OUR SERVICES COVER ALL TYPES OF CARDIOVASCULAR RESEARCH SUCH AS MEDICAL DEVICES, HEART FAILURE, ELECTROPHYSIOLOGY, CARDIAC SURGERY, VASCULAR SURGERY, CARDIAC INTERVENTIONAL PROCEDURES, AND MEDICAL MANAGEMENT OF CAD RISK FACTORS SUCH AS DIABETES AND LIPID MANAGEMENT, AMONG OTHERS. RESEARCH NURSES EDUCATE AND FOLLOW RESEARCH PARTICIPANTS THROUGH THE ENTIRE TRIAL PROCESS. THEY COORDINATE ALL ASPECTS OF THE PATIENT EXPERIENCE AND ADVOCATES FOR THEM, HELPING THEM FEEL CARED FOR WHILE AT THEIR MOST VULNERABLE. OUR PROGRAM CURRENTLY HAS RESEARCH NURSES WHO ARE HIGHLY AUTONOMOUS AND SELF-DIRECTED. COLLECTIVELY, THEY COORDINATE MORE THAN 80 CLINICAL TRIALS. MANY OF THE TRIALS WE PARTICIPATE IN ARE NATIONALLY AND INTERNATIONALLY RECOGNIZED. THEY HAVE BEEN DESIGNED TO IDENTIFY NEW, IMPROVED TREATMENT METHODS AND PROTOCOLS, WHILE AT THE SAME TIME ELIMINATE THERAPIES AND APPROACHES TO CLINICAL CARE THAT ARE NOT AS EFFECTIVE OR MAY HAVE BEEN SHOWN TO BE HARMFUL. II. CANCER: THE SENTARA CANCER NETWORK CONTINUES TO EXPAND ITS RESEARCH CAPABILITIES IN CONJUNCTION WITH VIRGINIA ONCOLOGY ASSOCIATES, EASTERN VIRGINIA MEDICAL SCHOOL, GEORGE MASON UNIVERSITY, AND OTHER NATIONAL AND LOCAL HEALTHCARE ORGANIZATIONS TO CHANGE THE FUTURE OF CANCER AND IMPROVE OUR PATIENTS' QUALITY OF LIFE. FOR TODAY'S PATIENTS, PHYSICIANS IN THE SENTARA NETWORK CAN PROVIDE ACCESS TO NUMEROUS CLINICAL TRIALS, BOTH LOCAL AND NATIONAL, THROUGHOUT THE SENTARA SYSTEM, WITH A FOCUS IN HAMPTON ROADS AND BLUE RIDGE REGIONS. PROMISING CLINICAL TRIALS ARE BEING CONDUCTED ALL OVER THE COUNTRY FOR PATIENTS WITH CANCER, AND SOME OF THESE ARE BEING CONDUCTED WITHIN THE SENTARA CANCER NETWORK. SOME PEOPLE THINK THAT CLINICAL RESEARCH IS INTENDED AS A LAST RESORT, BUT MANY OF THESE TRIALS ARE LOOKING AT PROMISING NEW FIRST-LINE TREATMENTS. MANY STUDIES ARE NOT FOCUSED ON INCREASED TREATMENTS, BUT ADJUSTMENTS IN TREATMENTS AND OPTIONS FOR LESS INVASIVE OPTIONS IN ADDITION TO CLINICAL TRIALS THAT ARE ADMINISTERED AS PART OF CANCER TREATMENT FOR PATIENTS NOW. THE SENTARA CANCER NETWORK PARTICIPATES IN RESEARCH THAT COULD LEAD TO MORE AND BETTER OPTIONS FOR PREVENTION, DIAGNOSIS, AND TREATMENT IN THE FUTURE. EXAMPLES OF OTHER RESEARCH INCLUDE FINDING WAYS TO IMPROVE THE QUALITY OF LIFE FOR OUR PATIENTS, COMPARING COMMON CHARACTERISTICS FOR A SPECIFIC TYPE OF CANCER, AND IMPROVING PROCESSES AND TECHNOLOGY. VII. BUILDING FOR TOMORROW AND STRENGTHENING OUR COMMUNITIES A. SENTARA OPENED AN ORTHOPEDIC MEDICAL OFFICE BUILDING IN NORFOLK, VIRGINIA THAT HOUSES A SURGERY CENTER, REHABILITATION, AND IMAGING SERVICES. ADDITIONALLY, SENTARA EXPANDED ITS EMERGENCY DEPARTMENTS AT SENTARA OBICI HOSPITAL AND SENTARA LEIGH HOSPITAL. B. IN THE BLUE RIDGE REGION (HARRISONBURG AND CHARLOTTESVILLE), SENTARA LAUNCHED NEW ANESTHESIA PROGRAMS; ADDED NEW CARDIOLOGISTS AT SENTARA RMH MEDICAL CENTER FOR THE STRUCTURAL HEART PROGRAM; ADDED A NEONATOLOGIST PROGRAM TO ENHANCE LEVEL II NURSERY CARE FOR THE SRMH COMMUNITY; ADDED TWO NEW PRIMARY LOCATIONS IN WAYNESBORO AND CHARLOTTESVILLE; AND EXPANDED THE GASTROINTESTINAL PROGRAM CAPACITY. C. IN THE HALIFAX REGION, SENTARA HALIFAX REGIONAL HOSPITAL AND ITS ASSOCIATED MEDICAL PRACTICES FULLY IMPLEMENTED EPIC, OUR ELECTRONIC MEDICAL RECORD SYSTEM.
FORM 990, PART III, LINE 4A, PROGRAM SERVICE ACCOMPLISHMENTS, CONT.	D. IN NORTHERN VIRGINIA, SENTARA OPENED A NEW NEUROLOGY PRACTICE AND A NEW PHYSICAL THERAPY CENTER. VIII. QUALITY, PATIENT SAFETY, AND COMMUNITY DISTINCTIONS AND AWARDS A. 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 2020 AWARDS AND RECOGNITIONS: I. SENTARA NORFOLK GENERAL HOSPITAL EARNED A TOP 50 NATIONAL RANKING FROM U.S. NEWS & WORLD REPORT: UROLOGY. THIS EXTRAORDINARY RANKING, 23RD 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. II. SENTARA WAS RANKED #1 IN THE 2020 GENEROUS VIRGINIANS REPORT BY VA BUSINESS IN SUPPORT OF NONPROFIT ORGANIZATIONS, A RANKING BASED OFF DOLLARS DONATED OR PLEDGED. III. SENTARA WAS NAMED ONE OF FORBES 2020 BEST EMPLOYERS FOR WOMEN. SENTARA WAS ONE OF ONLY 22 HEALTH SYSTEMS INCLUDED. IV. ALL 12 SENTARA HOSPITALS EARNED A "LEADER IN LGBTQ HEALTHCARE EQUALITY" IN THE 2020 HEALTHCARE EQUALITY INDEX (HEI), A NATIONAL LGBTQ BENCHMARKING TOOL FROM THE HUMAN RIGHTS CAMPAIGN. IX. OPTIMA HEALTH A. GROWTH OPTIMA HEALTH CONTINUES TO SEE GROWTH IN THE COMMERCIAL EMPLOYER MARKET. OPTIMA HEALTH ALONG WITH VIRGINIA PREMIER SERVES OVER 858,000 MEMBERS IN VIRGINIA, NORTH CAROLINA, AND OHIO. OPTIMA MEDICARE STAR RATING INCREASED TO 3.5 FROM 3.0 AND OPTIMA CONTINUES TO PRESS FORWARD ON ITS QUALITY, AFFORDABILITY, ACCESSIBILITY, HEALTH AND WELLNESS, VIRTUAL CARE, AND CUSTOMER EXPERIENCE. X. COVID-19 A. THE YEAR 2020 WAS ONE OF GREAT UNKNOWNS DUE TO THE COVID-19 PANDEMIC. SENTARA LEADERS AND TEAM MEMBERS ROSE 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: I. SAFETY FOR OUR PATIENTS AND VISITORS: SENTARA INCORPORATED NATIONAL GUIDELINES FOR CLEANING/SANITIZING PATIENT CARE AREAS, MANDATORY MASKING, AND SOCIAL DISTANCING. SENTARA LAUNCHED A CALL CENTER AND DEVELOPED A WEBSITE TO FACILITATE PATIENT COMMUNICATION AND QUESTIONS. II. PROTECTING OUR TEAM MEMBERS: SENTARA PARTNERED WITH SEVERAL LOCAL COMPANIES TO PROCURE OR CREATE PERSONAL PROTECTION EQUIPMENT (PPE) AND OTHER MATERIALS. WE DEVELOPED EXTENSIVE PROCEDURES TO PROCURE AND SAFELY REPROCESS PPE. SENTARA IMPLEMENTED RIGOROUS SCREENING PROCEDURES AT ALL OUR FACILITIES AND WORK LOCATIONS. III. SUPPORTING OUR TEAM MEMBERS: SENTARA LAUNCHED A 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. IV. COMMUNITY TESTING: SENTARA WAS THE FIRST IN VIRGINIA TO IMPLEMENT DRIVE-THROUGH TESTING SITES. WE TESTED 8,700+ COMMUNITY MEMBERS IN DRIVE-THRU LOCATIONS AND PROVIDED FREE COVID-19 TESTING TO OVER 14,000+ PEOPLE IN UNDERSERVED COMMUNITIES. V. VIRTUAL CARE: SENTARA ACCELERATED THE USE OF VIRTUAL VISITS. EARLY IN THE PANDEMIC SENTARA TRAINED MORE THAN 900 PROVIDERS TO DELIVER VIRTUAL CARE. VI. SENTARA INCIDENT COMMAND CENTER: AS WITH ALL MAJOR INCIDENTS IMPACTING OUR COMMUNITY, PATIENTS, MEMBERS, AND INDUSTRY, SENTARA CREATED THE COVID-19 STEERING COMMITTEE IN JANUARY 2020 TO MONITOR AND RESPOND TO THE PANDEMIC. A CENTRALIZED DAILY INCIDENT COMMAND CENTER WAS ESTABLISHED IN MARCH WITH LEADERS FROM ALL KEY AREAS OF THE COMPANY REPRESENTED. THIS COMMAND CENTER STRUCTURE ALLOWED SENTARA TO SUCCESSFULLY RESPOND, PIVOT, PLAN, AND COORDINATE ACTIONS IN RESPONSE TO THE UNPRECEDENTED PANDEMIC. ADDITIONALLY, 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 CORPORATE SOCIAL RESPONSIBILITY 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 2021.
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 28 NOT-FOR-PROFIT HEALTHCARE SYSTEMS BASED ON NET REVENUE GROWTH, OPERATING MARGIN, VARIOUS CLINICAL QUALITY METRICS AND PATIENT SATISFACTION. OVERALL, THE CONSULTANT DETERMINED THAT SENTARA'S PAY WAS ALIGNED WITH ITS RELATIVE PERFORMANCE. 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 XI, LINE 9:	PARTNERSHIP INCOME BOOK > TAX 27,348. BOOK RECLASS OF INTERCOMPANY ACCOUNT BALANCES TO EQUITY 709,114,184. SUBPART F INCOME NOT ON BOOKS -1,054,140. CAPITAL CONTRIBUTIONS TO SUBSIDIARIES -48,000,000. CHANGE IN PENSION PLAN SERVICE CREDIT 216,449. ACTUARIAL LOSS ON PENSION ASSETS -216,890,000. BARGAIN PURCHASE GAIN UNDER ASC 954-805 44,738,759. DISTRIBUTION FROM SUBSIDIARY 34,346,598. SECTION 351 TRANSFER TO SUBSIDIARY -34,346,598.

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	$4,951,464	$0	SENTARA HEALTHCARE
SENTARA ACCOUNTABLE CARE ORGANIZATION LLC
6016 POPLAR HALL DRIVE	NORFOLK	VA	23503	842210068	HEALTH CARE	VA	$0	$0	SENTARA HEALTHCARE

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (23 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)

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (21 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	$10,324	$346,660	0	0	0.40000
MANAGEMENT SERVICES LLC
814 GREENBRIER CIRCLE STE H	CHESAPEAKE	VA	23320	541365012	HLTH MGT SV	VA	SH	UNRELATED	$5,162	$173,335	0	0	0.20000
OBICI REAL ESTATE HOLDINGS LLC
6015 POPLAR HALL DRIVE	NORFOLK	VA	23502	261749881	RE RENTAL	VA	SH	RELATED	$63,471	$3,512,564	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	$2,122,647	$4,468,346	0	0	0.52590
VA BEACH AMBULATORY SURGERY CENTER
1700 WILL O WISP DRIVE	VA BEACH	VA	23454	541448218	HEALTH CARE	VA	SH	RELATED	$663,803	$3,381,782	0	0	0.50000
CANCER CENTERS OF VA LLC
5900 LAKE WRIGHT DRIVE	NORFOLK	VA	23502	201338518	HEALTH CARE	VA	SH	RELATED	$1,434,346	$9,853,057	0	0	0.50000
HAMPTON ROADS LITHOTRIPSY LLC
225 CLEARFIELD AVE	VIRGINIA BEACH	VA	23462	200942600	HEALTH CARE	VA	SVI	UNRELATED	$288,635	$123,536	0	0	0.33330
RADIOLOGY SERVICES OF HAMPTON ROADS LC
814 GREENBRIER CIRCLE STE H	CHESAPEAKE	VA	23320	541774472	HEALTH CARE	VA	SE	RELATED	$176,694	$1,146,071	0	0	0.25000
RADIOLOGY SERVICES OF HAMPTON ROADS LC
814 GREENBRIER CIRCLE STE H	CHESAPEAKE	VA	23320	541774472	HEALTH CARE	VA	SH	RELATED	$176,694	$1,146,071	0	0	0.25000
SENTARA OBICI AMBULATORY SURGERY LLC
2750 GODWIN BLVD	SUFFOLK	VA	23434	260144898	HEALTH CARE	VA	SH	RELATED	$650,393	$2,799,403	0	0	0.64860
ST LUKES PROPERTIES LLC
6015 POPLAR HALL DRIVE	NORFOLK	VA	23502	272774684	MOB RENTAL	VA	SE	RELATED	$9,934	$6,770,498	0	0	1.00000
POTOMAC INOVA HEALTHCARE ALLIANCE LLC
8110 GATEHOUSE RD STE 400W	FALLS CHURCH	VA	22042	541802733	HEALTH CARE	VA	PHC	RELATED	$192,986	$1,692,275	0	0	0.50000
CAREPLEX ORTHOPAEDIC ASC LLC
3000 COLISEUM DRIVE	HAMPTON	VA	23666	271867311	HEALTH CARE	VA	SH	RELATED	$2,958,577	$3,097,600	0	0	0.50000
PHYSICAL THERAPY ACACLLC
501 ALBEMARLE SQUARE	CHARLOTTESVILLE	VA	22901	260080717	HEALTH CARE	VA	MJME	UNRELATED	-$54,627	$593,044	0	0	0.50000
MNS SUPPLY CHAIN NETWORK LLC
11525 N COMMUNITY HOUSE RD STE 450	CHARLOTTE	NC	28277	454235238	GPO	DE	SHC	UNRELATED	-$13,884	$28,428	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	$61,409	$1,960,635	0	0	0.58820
HIGHLAND CORE FIXED INCOME FUND
C/O GTC 12 GILL ST SUITE 2600	WOBURN	MA	01801	474618533	POOLED INV FD	DE	SHC	EXCLUDED	$52,723,617	$904,810,311	Yes (1)	0	0.80150
HIGHLAND EQUITY FUND
C/O GTC 12 GILL ST SUITE 2600	WOBURN	MA	01801	474606269	POOLED INV FD	DE	SHC	EXCLUDED	$362,748,518	$1,493,856,004	Yes (1)	0	0.83270
HIGHLAND PUBLIC INFLATION HEDGES FD
C/O GTC 12 GILL ST SUITE 2600	WOBURN	MA	01801	474601867	POOLED INV FD	DE	SHC	EXCLUDED	-$3,858,440	$317,686,473	Yes (1)	0	0.80150
LEIGH ORTHOPEDIC SURGERY CENTER LLC
830 KEMPSVILLE ROAD	NORFOLK	VA	23502	832402528	HEALTH CARE	VA	SH	RELATED	-$360,079	$7,411,983	0	0	0.51000
SURGICAL SUITES OF COASTAL VIRGINIA LLC
400 SENTARA CIRCLE	WILLIAMSBURG	VA	23188	833205375	HEALTH CARE	VA	SH	RELATED	$1,273,298	$3,675,439	0	0	0.51000

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (22 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	$55,180	$4,520,797	1.00000	Yes (1)
SENTARA HEALTH PLANS INC
6015 POPLAR HALL DRIVE	NORFOLK	VA	23502	522368125	TPA	VA	SENTARA HOLDINGS INC	C	$49,857,828	$160,112,714	1.00000	Yes (1)
OPTIMA HEALTH GROUP
6015 POPLAR HALL DRIVE	NORFOLK	VA	23502	541473382	HMO	VA	SENTARA HEALTH PLANS INC	C	$14,348	$2,627,758	1.00000	Yes (1)
OPTIMA HEALTH INSURANCE COMPANY
6015 POPLAR HALL DRIVE	NORFOLK	VA	23502	541642752	HEALTH INSURANCE	VA	SENTARA HEALTH PLANS INC	C	$44,567,510	$32,084,876	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	$9,390,252	$3,536,667	1.00000	Yes (1)
SENTARA VENTURES INC
6015 POPLAR HALL DRIVE	NORFOLK	VA	23502	541688615	HOLDING COMPANY	VA	SENTARA HOLDINGS INC	C	$25,142,849	$92,407,947	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	$74,712	$2,680,521	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	$35,464,069	$5,969,373	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	$42,447	$2,204,661	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	$26,597,421	$14,572,929	1.00000	Yes (1)
SMG INNOVATIONS INC
6015 POPLAR HALL DRIVE	NORFOLK	VA	23502	203730331	HEALTH CARE	VA	SENTARA MEDICAL GROUP	C	$6,610,023	$2,110,080	1.00000	Yes (1)
POTOMAC VENTURES CORP
6015 POPLAR HALL DRIVE	NORFOLK	VA	23502	541441420	HOLDING COMPANY	VA	POTOMAC HOSPITAL CORP	C	$105,327	$3,490,200	1.00000	Yes (1)
ROCKINGHAM HEALTH SERVICES INC
6015 POPLAR HALL DRIVE	NORFOLK	VA	23502	541721387	CONTRACTING SVCS	VA	SENTARA RMH MEDICAL CENTER	C		$76	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		$4,006,557	1.00000	Yes (1)
BAY PRIMEX INSURANCE COMPANY LTD
				980704114	OTHER INSURANCE FUNDS		SENTARA HEALTHCARE	C	$15,586,570	$97,936,710	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	$10,305,375	$18,808,718	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	$293,719	$115,141	0.86100	Yes (1)
MEDSTREAMING EGYPT SOFTWARE
					CONSULTING		MEDSTREAMING INC	C	$1,550,520	$79,137	0.55470	Yes (1)	15 ANMAR IBN YASSER ST	CAIRO	EG		EG
HIGHLAND DIRECT HEDGED EQUITY FUND LTD
					INVESTMENT		SENTARA HEALTHCARE	C	$8,507,554	$195,824,273	0.73890	0	27 HOSPITAL ROAD	GEORGE TOWN	CJ	KY1-9008	CJ
MEDSTREAMING INC
9840 WILLOWS ROAD NE SUITE 200	REDMOND	WA	98052	451573625	SOFTWARE DEVELOPMENT	WA	SENTARA VENTURES INC	C	$12,622,796	$12,221,739	0.57190	Yes (1)
PINEBRIDGE SSL SUB-TRUST 2
				986079263	INVESTMENT		SENTARA HEALTHCARE	T	$11,598,184	$79,598,184	0.61940	0	190 ELGIN AVENUE	GEORGE TOWN	CJ	KY1-9005	CJ

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	0	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	Yes (1)	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 (52 entries)

Transaction TypeTransactionTypeTxt	InvolvedInvolvedAmt	Method Of Amount DeterminationMethodOfAmountDeterminationTxt
ALBEMARLE PHYSICIANS SERVICES-SENTARA INC
L	$283,798	CORP BOOKS/REC
ALBEMARLE PHYSICIANS SERVICES-SENTARA INC
C	$67,062	CORP BOOKS/REC
BAY PRIMEX INSURANCE COMPANY LTD
S	$10,505,427	CORP BOOKS/REC
CLARKSVILLE SENIOR CARE LLC
C	$9,883,443	CORP BOOKS/REC
CLARKSVILLE SENIOR CARE LLC
L	$298,390	CORP BOOKS/REC
DOMINION HEALTH MEDICAL ASSOCIATES LTD
L	$370,767	CORP BOOKS/REC
HALIFAX REGIONAL HOSPITAL INC
C	$19,967,403	CORP BOOKS/REC
HALIFAX REGIONAL HOSPITAL INC
L	$2,889,663	CORP BOOKS/REC
HALIFAX REGIONAL LONG TERM CARE INC
C	$12,532,562	CORP BOOKS/REC
HALIFAX REGIONAL LONG TERM CARE INC
L	$455,053	CORP BOOKS/REC
MARTHA JEFFERSON HOSPITAL
B	$261,183,598	CORP BOOKS/REC
MARTHA JEFFERSON HOSPITAL
C	$1,950,861	CORP BOOKS/REC
MARTHA JEFFERSON HOSPITAL
L	$11,324,042	CORP BOOKS/REC
MARTHA JEFFERSON MEDICAL ENTERPRISES
B	$119,149	CORP BOOKS/REC
MPB INC
B	$58,036,491	CORP BOOKS/REC
MPB INC
K	$1,762,204	CORP BOOKS/REC
MPB INC
L	$1,678,106	CORP BOOKS/REC
MPB INC
Q	$2,153,650	CORP BOOKS/REC
OBICI ASC
Q	$194,616	CORP BOOKS/REC
POTOMAC HOSPITAL CORPORATION OF PRINCE WILLIAM
C	$1,380,690	CORP BOOKS/REC
POTOMAC HOSPITAL CORPORATION OF PRINCE WILLIAM
B	$186,459,107	CORP BOOKS/REC
POTOMAC HOSPITAL CORPORATION OF PRINCE WILLIAM
L	$8,300,603	CORP BOOKS/REC
PRINCESS ANNE ASC
Q	$421,611	CORP BOOKS/REC
SENTARA ENTERPRISES
B	$12,193,201	CORP BOOKS/REC
SENTARA ENTERPRISES
C	$517,038	CORP BOOKS/REC
SENTARA ENTERPRISES
L	$3,263,302	CORP BOOKS/REC
SENTARA HALIFAX REGIONAL PROPERTIES INC
B	$196,763	CORP BOOKS/REC
SENTARA HEALTH PLANS INC
L	$4,288,736	CORP BOOKS/REC
SENTARA HEALTH PLANS INC
Q	$23,023,879	CORP BOOKS/REC
SENTARA HOLDINGS INC
B	$15,000,000	CORP BOOKS/REC
SENTARA HOLDINGS INC
B	$34,346,598	CORP BOOKS/REC
SENTARA HOSPITALS
C	$1,460,470,266	CORP BOOKS/REC
SENTARA HOSPITALS
L	$85,017,538	CORP BOOKS/REC
SENTARA HOSPITALS
F	$34,346,598	CORP BOOKS/REC
SENTARA LIFE CARE CORPORATION
C	$44,829,666	CORP BOOKS/REC
SENTARA LIFE CARE CORPORATION
L	$1,989,529	CORP BOOKS/REC
SENTARA MEDICAL GROUP
C	$44,081,366	CORP BOOKS/REC
SENTARA MEDICAL GROUP
K	$59,280	CORP BOOKS/REC
SENTARA MEDICAL GROUP
L	$7,358,960	CORP BOOKS/REC
SENTARA MEDICARE ADVANTAGE OF NC
B	$33,000,000	CORP BOOKS/REC
SENTARA PRINCESS ANNE HOSPITAL
A	$7,499,487	CORP BOOKS/REC
SENTARA PRINCESS ANNE HOSPITAL
D	$134,318,210	CORP BOOKS/REC
SENTARA PRINCESS ANNE HOSPITAL
L	$9,014,963	CORP BOOKS/REC
SENTARA PRINCESS ANNE HOSPITAL
Q	$177,548,790	CORP BOOKS/REC
SENTARA PRINCESS ANNE HOSPITAL
S	$11,964,002	CORP BOOKS/REC
SENTARA RMH MEDICAL CENTER
B	$345,545,573	CORP BOOKS/REC
SENTARA RMH MEDICAL CENTER
C	$2,756,069	CORP BOOKS/REC
SENTARA RMH MEDICAL CENTER
L	$15,018,290	CORP BOOKS/REC
SMG INNOVATIONS INC
Q	$127,477	CORP BOOKS/REC
VALLEY WELLNESS CENTER
B	$1,790,655	CORP BOOKS/REC
VALLEY WELLNESS CENTER
L	$73,412	CORP BOOKS/REC
VIRGINIA PREMIER HEALTH PLAN INC
Q	$1,957,952	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