SENTARA HEALTH: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- SENTARA HEALTH (EIN 52-1271901)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-10-29
- IRS object ID
- 202013039349300626
- Schema version
- 2019v5.1
- 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 | 2020-10-29T10:53:52-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | 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 | 2020-10-29 | SignatureDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 163.230.200.172 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-10-29 | IPDt |
| IP Tm | 11:44:57 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | A10FC4E6EECC153797E345FA58E1474247E2C237 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | A10FC4E6EECC153797E345FA58E1474247E2C237 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | 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 | $456,321,646 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SENTARA.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1982 | FormationYr |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Activity Or Mission | AT SENTARA, WE IMPROVE HEALTH EVERY DAY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 720 | TotalEmployeeCnt |
| Total Volunteers | 21 | TotalVolunteersCnt |
| Total Gross UBI | $5,930,164 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $2,009,214 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $37,655,127 | PYContributionsGrantsAmt |
| CY Contributions Grants | $40,603,785 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $121,718,741 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $142,798,210 | CYProgramServiceRevenueAmt |
| PY Investment Income | $54,163,163 | PYInvestmentIncomeAmt |
| CY Investment Income | $37,024,516 | CYInvestmentIncomeAmt |
| PY Other Revenue | $15,373,517 | PYOtherRevenueAmt |
| CY Other Revenue | $23,792,775 | CYOtherRevenueAmt |
| PY Total Revenue | $228,910,548 | PYTotalRevenueAmt |
| CY Total Revenue | $244,219,286 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $12,102,764 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,271,704 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $90,655,011 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $98,942,246 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $15,000 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $808,729 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $64,405,349 | PYOtherExpensesAmt |
| CY Other Expenses | $67,940,627 | CYOtherExpensesAmt |
| PY Total Expenses | $167,178,124 | PYTotalExpensesAmt |
| CY Total Expenses | $170,154,577 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $61,732,424 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $74,064,709 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $4,108,352,962 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,932,585,843 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,039,803,863 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,216,689,617 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,068,549,099 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,715,896,226 | 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 | $143,697,995 | ExpenseAmt |
| Grant | $3,271,704 | GrantAmt |
| Revenue | $147,751,527 | RevenueAmt |
| Desc | SEE SCHEDULE O. | Desc |
| Total Program Service Expenses | $143,697,995 | 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 | 0 | 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 | Yes (1) | 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 | 210 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 720 | 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 | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (1) | WrittenPolicyOrProcedureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CORPORATE OFFICERS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7574557020 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6015 POPLAR HALL DR | AddressLine1Txt |
| City | NORFOLK | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23502 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (36 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 | 13.00 | Yes (X) | Yes (X) | $4,253,331 | $0 | $3,800,414 | |||
| ROBERT A BROERMANN | ||||||||||
| CFO | 40.00 | 11.00 | Yes (X) | $1,674,648 | $0 | $149,586 | ||||
| MICHAEL V GENTRY | ||||||||||
| COO | 40.00 | 11.00 | Yes (X) | $1,524,592 | $0 | $218,927 | ||||
| JORDAN R ASHER | ||||||||||
| KE (SHC SVP & CHIEF PHYSICIAN EXEC) | 40.00 | 1.00 | $1,403,090 | $0 | $136,650 | Yes (X) | ||||
| MEGAN R PERRY | ||||||||||
| CVP, MERGERS & ACQUISITION | 40.00 | 5.00 | $945,206 | $0 | $378,247 | Yes (X) | ||||
| DOUGLAS L CHAET | ||||||||||
| FORMER KE (VP) | 0.00 | 0.00 | $1,259,149 | $0 | $2,861 | Yes (X) | ||||
| BECKY C SAWYER | ||||||||||
| KE (SVP & CHRO) | 40.00 | 0.00 | $872,296 | $0 | $277,589 | Yes (X) | ||||
| JEFFREY P KING | ||||||||||
| SECRETARY (THRU 6/19) | 40.00 | 9.00 | Yes (X) | $970,273 | $0 | $106,745 | ||||
| VICKY G GRAY | ||||||||||
| KE (SVP, SYSTEM DEVELOPMENT) | 40.00 | 1.00 | $892,724 | $0 | $134,513 | Yes (X) | ||||
| DOUGLAS M THOMPSON | ||||||||||
| VP, DECISION SUPPORT | 40.00 | 0.00 | $616,132 | $0 | $132,965 | Yes (X) | ||||
| GRACE R HINES | ||||||||||
| CVP, SYSTEM INTERGRATION | 40.00 | 0.00 | $636,473 | $0 | $101,434 | Yes (X) | ||||
| VIKKI L CHARLES | ||||||||||
| VP CORPORATE FINANCE | 40.00 | 1.00 | $460,640 | $0 | $257,993 | Yes (X) | ||||
| LESTER R ELJAIEK | ||||||||||
| FORMER KE (VP,CORPORATE FINANCE) | 40.00 | 0.00 | $558,492 | $0 | $107,085 | Yes (X) | ||||
| RHONDA A MILLER | ||||||||||
| VP, REVENUE CYCLE | 40.00 | 0.00 | $519,957 | $0 | $15,943 | Yes (X) | ||||
| PHYLLIS S ANDERSON | ||||||||||
| KE (SVP & CHIEF MARKETING OFFICER) | 40.00 | 0.00 | $267,157 | $0 | $14,920 | Yes (X) | ||||
| MICHAEL V TAYLOR | ||||||||||
| FORMER KE | 16.00 | 0.00 | $132,972 | $0 | $131,991 | Yes (X) | ||||
| SAMUEL J HAWLEY | ||||||||||
| FORMER OFFICER | 40.00 | 9.00 | $197,855 | $0 | $46,598 | Yes (X) | ||||
| CHARLES F LOVELL JR MD | ||||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $1,213 | $0 | ||||
| WILLIAM L ACHENBACH | ||||||||||
| DIRECTOR | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| JOHN AGOLA | ||||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| GILBERT BLAND | ||||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| FREDERICK C COBLE | ||||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JOSEPH K FUNKHOUSER II | ||||||||||
| DIRECTOR | 1.00 | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| J LES HALL | ||||||||||
| DIRECTOR | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| ANN E C HOMAN | ||||||||||
| DIRECTOR | 1.00 | 4.00 | Yes (X) | $0 | $0 | $0 | ||||
| L ALLAN PARROTT JR | ||||||||||
| DIRECTOR/VICE CHAIRMAN | 2.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| JEFFERY O SMITH ED D | ||||||||||
| DIRECTOR | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| CAROL C THOMAS | ||||||||||
| DIRECTOR | 1.00 | 6.00 | Yes (X) | $0 | $0 | $0 | ||||
| MARION WALL | ||||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| PETER BROOKS | ||||||||||
| DIRECTOR | 1.00 | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| EDWARD GEORGE MD | ||||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| WHITNEY RG SAUNDERS | ||||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MICHAEL S SMITH | ||||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DIAN T CALDERONE | ||||||||||
| DIRECTOR/ CHAIR | 2.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| HENRY U HARRIS III | ||||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| E RAY MURPHY | ||||||||||
| DIRECTOR | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $17,184,987 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,213 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $6,014,461 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 203 | 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 | $2,614,754 |
| KORN FERRY | |||||
| PO BOX 1450 | MINNEAPOLIS | MN | 55485 | ORGANIZATIONAL CONSULTING | $2,018,156 |
| NRC HEALTH | |||||
| 1245 Q STREET | LINCOLN | NE | 68508 | MANAGEMENT CONSULTING | $1,941,170 |
| KPMG LLC | |||||
| PO BOX 71544 | CHICAGO | IL | 60694 | PROFESSIONAL SERVICES | $1,703,920 |
| HIGHLAND ASSOC INC | |||||
| PO BOX 55469 | BIRMINGHAM | AL | 322555469 | INVESTMENT MGMT FEES | $1,625,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 74 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $39,481,852 | RelatedOrganizationsAmt |
| All Other Contributions | $1,121,933 | AllOtherContributionsAmt |
| Noncash Contributions | $5,098 | NoncashContributionsAmt |
| Total Contributions | $40,603,785 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| SUPPORT SERVICES | 900099 | $139,620,732 | $137,062,354 | $2,558,378 |
| SQCN | 900099 | $3,177,478 | $2,032,928 | $1,144,550 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $142,798,210 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $29,685,904 | TotalRevenueColumnAmt |
| Exclusion | $29,685,904 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $219,440,972 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $212,102,360 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,338,612 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,338,612 | TotalRevenueColumnAmt |
| Exclusion | $7,338,612 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|---|---|
| SUBPART F INCOME | 523000 | $14,682,835 | $2,136,582 | $12,546,253 | |
| INTERCO INTEREST CHARGES | 900099 | $7,264,942 | $7,264,942 | ||
| MANAGEMENT FEES | 900099 | $1,882,381 | $2,752 | $1,879,629 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$37,383 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$488,326 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $87,902 | UnrelatedBusinessRevenueAmt |
| Exclusion | $363,041 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $23,792,775 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $244,219,286 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $147,751,527 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $5,930,164 | UnrelatedBusinessRevenueAmt |
| Exclusion | $49,933,810 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,119,960 | TotalAmt |
| Program Services | $3,119,960 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $151,744 | TotalAmt |
| Program Services | $151,744 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,697,455 | TotalAmt |
| Program Services | $13,858,888 | ProgramServicesAmt |
| Management And General | $2,838,567 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,581,253 | TotalAmt |
| Program Services | $54,955,780 | ProgramServicesAmt |
| Management And General | $11,256,003 | ManagementAndGeneralAmt |
| Fundraising | $369,470 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,122,111 | TotalAmt |
| Program Services | $5,873,958 | ProgramServicesAmt |
| Management And General | $1,203,100 | ManagementAndGeneralAmt |
| Fundraising | $45,053 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,830,803 | TotalAmt |
| Program Services | $3,159,453 | ProgramServicesAmt |
| Management And General | $647,117 | ManagementAndGeneralAmt |
| Fundraising | $24,233 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,710,624 | TotalAmt |
| Program Services | $3,889,235 | ProgramServicesAmt |
| Management And General | $796,590 | ManagementAndGeneralAmt |
| Fundraising | $24,799 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,078,259 | TotalAmt |
| Program Services | $5,874,955 | ProgramServicesAmt |
| Management And General | $1,203,304 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,415,475 | TotalAmt |
| Program Services | $1,173,188 | ProgramServicesAmt |
| Management And General | $240,292 | ManagementAndGeneralAmt |
| Fundraising | $1,995 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,755,348 | TotalAmt |
| Program Services | $1,456,939 | ProgramServicesAmt |
| Management And General | $298,409 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $87,497 | TotalAmt |
| Program Services | $72,623 | ProgramServicesAmt |
| Management And General | $14,874 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,129,592 | TotalAmt |
| Program Services | $4,257,561 | ProgramServicesAmt |
| Management And General | $872,031 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,469,208 | TotalAmt |
| Program Services | $9,802,831 | ProgramServicesAmt |
| Management And General | $1,457,873 | ManagementAndGeneralAmt |
| Fundraising | $208,504 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,011,138 | TotalAmt |
| Program Services | $8,308,887 | ProgramServicesAmt |
| Management And General | $1,701,820 | ManagementAndGeneralAmt |
| Fundraising | $431 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $577,195 | TotalAmt |
| Program Services | $433,234 | ProgramServicesAmt |
| Management And General | $88,735 | ManagementAndGeneralAmt |
| Fundraising | $55,226 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,871,640 | TotalAmt |
| Program Services | $8,193,461 | ProgramServicesAmt |
| Management And General | $1,678,179 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,151,673 | TotalAmt |
| Program Services | $1,785,889 | ProgramServicesAmt |
| Management And General | $365,784 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,058,669 | TotalAmt |
| Program Services | $878,695 | ProgramServicesAmt |
| Management And General | $179,974 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $360,136 | TotalAmt |
| Program Services | $298,913 | ProgramServicesAmt |
| Management And General | $61,223 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,723,805 | TotalAmt |
| Program Services | $9,706,022 | ProgramServicesAmt |
| Management And General | $17,783 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $741,690 | TotalAmt |
| Program Services | $615,603 | ProgramServicesAmt |
| Management And General | $126,087 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,112,360 | TotalAmt |
| Program Services | $923,259 | ProgramServicesAmt |
| Management And General | $189,101 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| UNRELATED BUSINESS TAX | $134,515 | $134,515 | ||
| PURCHASED & CONTRACTED | $3,001,832 | $2,436,038 | $498,947 | $66,847 |
| MEDICAL SUPPLIES | $2,515,715 | $2,515,715 | ||
| TAXES & LICENSES | $1,781,471 | $1,478,621 | $302,850 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$2,036,591 | TotalAmt |
| Program Services | -$1,657,972 | ProgramServicesAmt |
| Management And General | -$390,790 | ManagementAndGeneralAmt |
| Fundraising | $12,171 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $170,154,577 | TotalAmt |
| Program Services | $143,697,995 | ProgramServicesAmt |
| Management And General | $25,647,853 | ManagementAndGeneralAmt |
| Fundraising | $808,729 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $527,888,041 | BOYAmt |
| EOY | $656,410,370 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $729,503 | BOYAmt |
| EOY | $347,473 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $118,699 | BOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $157,020,114 | BOYAmt |
| EOY | $145,620,815 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,338,999 | BOYAmt |
| EOY | $5,883,266 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $26,116,934 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $19,197,090 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,307,201 | BOYAmt |
| EOY | $6,919,844 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,469,901,780 | BOYAmt |
| EOY | $3,042,563,351 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $836,050,459 | BOYAmt |
| EOY | $915,942,163 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $3,030,531 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $102,998,166 | BOYAmt |
| EOY | $155,868,030 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,108,352,962 | BOYAmt |
| EOY | $4,932,585,843 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $314,021,873 | BOYAmt |
| EOY | $367,427,373 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,866,720 | BOYAmt |
| EOY | $9,903,449 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,364,108,986 | BOYAmt |
| EOY | $1,333,152,312 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $352,806,284 | BOYAmt |
| EOY | $506,206,483 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,039,803,863 | BOYAmt |
| EOY | $2,216,689,617 | 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 | $2,064,689,455 | BOYAmt |
| EOY | $2,711,925,340 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,859,644 | BOYAmt |
| EOY | $3,970,886 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,068,549,099 | BOYAmt |
| EOY | $2,715,896,226 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,108,352,962 | BOYAmt |
| EOY | $4,932,585,843 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $74,064,709 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $488,966,620 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | -$12,904,361 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $97,220,159 | 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 | $25,243,485 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $29,480,354 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $39,207,864 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $37,655,127 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $40,603,785 | CurrentTaxYearAmt |
| Total | $172,190,615 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $25,243,485 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $29,480,354 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $39,207,864 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $37,655,127 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $40,603,785 | CurrentTaxYearAmt |
| Total | $172,190,615 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $172,190,615 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $43,487,068 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $17,870,375 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $24,230,861 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $23,296,836 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $42,595,198 | CurrentTaxYearAmt |
| Total | $151,480,338 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $88,078 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $346,544 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus1 Year | $571,276 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,240,684 | CurrentTaxYearAmt |
| Total | $2,246,582 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $325,917,535 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $569,958,177 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.52830 | PublicSupportCY170Pct |
| Public Support PY170 | 0.49050 | 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 | $38,710 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | Yes (1) | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $338,663 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $377,373 | 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 | $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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| 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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| 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 |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $80,469,527 | BeginningYearBalanceAmt |
| Contributions | $1,288,253 | ContributionsAmt |
| Investment Earnings Or Losses | -$224,709 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $165,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $394,907 | OtherExpendituresAmt |
| End Year Balance | $80,973,164 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.96100 | BoardDesignatedBalanceEOYPct |
| Term Endowment Balance EOY | 0.03900 | 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 | $5,009,924 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,154,111 | DepreciationAmt |
| Book Value | $855,813 | 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 | $17,241,932 | OtherCostOrOtherBasisAmt |
| Depreciation | $14,450,923 | DepreciationAmt |
| Book Value | $2,791,009 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,142,921 | OtherCostOrOtherBasisAmt |
| Depreciation | $363,719 | DepreciationAmt |
| Book Value | $779,202 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $6,919,844 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (27 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| OAKTREE MEZZANINE FUND II | $5,359 | F |
| UBS TRUMBULL PROPERTY INCOME FUND | $80,702,828 | F |
| UBS TRUMBULL PROPERTY FUND | $197,811,649 | F |
| OAKTREE REAL ESTATE OPPORTUNITIES FUND IV | $535,105 | F |
| OAKTREE REAL ESTATE OPPORTUNITIES FUND V | $864,116 | F |
| HEALTH ENTERPRISES PARTNERS I, LP | $800,179 | F |
| SANTE HEALTH VENTURES I, LP | $2,931,597 | F |
| SANTE HEALTH VENTURES II, LP | $2,657,217 | F |
| HEALTH ENTERPRISES PARTNERS II, LP | $2,211,225 | F |
| OAKTREE PRIVATE INVESTMENT FUND 2012 | $18,763,216 | F |
| PIMCO BRAVO II FUND | $9,154,088 | F |
| TTCP FUND I, LP | $8,329,792 | F |
| PELOTON EQUITY FUND I, LP | $5,675,937 | F |
| OAKTREE PRINCIPAL OPPORTUNITIES FD IV, AIF | $93,883 | F |
| HIGHLAND PUBLIC INFLATION HEDGE | $259,794,537 | F |
| HIGHLAND DIRECT HEDGED EQUITY | $252,882,233 | F |
| PIMCO CORPORATE OPPORTUNITIES FUND ONSHORE FEEDER, LP | $20,684,785 | F |
| PIMCO CORPORATE OPPORTUNITIES FUND II OFFSHORE FEEDER AIV I, LP | $2,544,925 | F |
| PRIME STORAGE FUND II IDF, LP | $8,489,483 | F |
| GRYPHON PARTNERS V-A, LP | $8,976,754 | F |
| HEALTH ENTERPRISE PARTNERS III, LP | $1,478,674 | F |
| LEAVITT EQUITY PARTNERS II, LP | $2,215,407 | F |
| PELOTON EQUITY II, LP | $3,618,813 | F |
| SANTE HEALTH VENTURES III, LP | $1,597,490 | F |
| TTCP FUND II, LP | $2,398,238 | F |
| SOLUS SPC OFFSHORE FUND LTD | $14,763,843 | F |
| VISTA EQUITY PARTNERS FUND VII-A | $5,960,790 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $915,942,163 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO AFFILIATES | $4,328,614 |
| OTHER LIABILITIES | $85,959,814 |
| RETIREMENT OBLIGATIONS | $405,918,055 |
| SELF-INSURANCE RESERVE | $10,000,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $506,206,483 | 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 | $276,686,895 |
| 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 | $276,686,895 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $276,686,895 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART III ACCOUNTING METHOD: | FormAndLineReferenceDesc |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (41 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 2019 COMMEMORATION INC | ||||||||
| PO BOX 1607 | WILLIAMSBURG | VA | 23187 | 810703911 | 501(C)(3) | $250,000 | SUPPLEMENT EVENTS AND PROGRAMS | |
| AMERICAN DIABETES ASSOCIATION | ||||||||
| 870 GREENBRIER CIRCLE SUITE 404 | CHESAPEAKE | VA | 23320 | 131623888 | 501(C)(3) | $7,500 | PREVENT AND CURE DIABETES | |
| ANGELS OF MERCY INC | ||||||||
| 7151 RICHMOND RD SUITE 401 | WILLIAMSBURG | VA | 23188 | 541901759 | 501(C)(3) | $15,000 | REDESIGN PRIMARY CARE TO MEET NEEDS OF UNINSURED AND UNDERINSURED | |
| BEACH HEALTH CLINIC | ||||||||
| 3396 HOLLAND RD STE 102 | VIRGINIA BEACH | VA | 23452 | 541366960 | 501(C)(3) | $30,000 | DIAGNOSTIC AND PHARMACY SERVICES FOR INDIGENT | |
| BOYS AND GIRLS CLUBS | ||||||||
| 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) | $29,000 | MENTAL HEALTH SERVICES | |
| CHESAPEAKE CARE INC | ||||||||
| 2145 S MILITARY HWY | CHESAPEAKE | VA | 23320 | 541642754 | 501(C)(3) | $30,000 | HEALTHCARE FOR UNINSURED | |
| CHIP OF SOUTH HAMPTON ROADS | ||||||||
| 1302 JEFFERSON ST | CHESAPEAKE | VA | 23324 | 541893166 | 501(C)(3) | $27,000 | SUPPRT FOR HEALTHY BIRTH OUTCOMES | |
| FORKIDS INC | ||||||||
| PO BOX 6044 | NORFOLK | VA | 23508 | 541477799 | 501(C)(3) | $10,000 | HEALTHCARE FOR HOMELESS SHELTER | |
| FOUNDATION FOR REHAB | ||||||||
| PO BOX 88730 | ROANOKE | VA | 24014 | 541934695 | 501(C)(3) | $8,000 | PROVIDE REHABILITATION EQUIPMENT TO AT RISK SENIORS | |
| GLOUCESTER-MATHEWS FREE CLINIC | ||||||||
| 2276 GEORGE WASHINGTON MEMORIAL HWY | HAYES | VA | 23072 | 541875619 | 501(C)(3) | $30,000 | HEALTHCARE FOR INDIGENTS | HWY |
| HAMPTON ROADS COMMUNITY ACTION PROGRAM INC | ||||||||
| PO BOX 37 | NEWPORT NEWS | VA | 23607 | 237014485 | 501(C)(3) | $12,000 | EARLY CHILDHOOD DEVELOPMENT FOR DISADVANTAGED CHILDREN | |
| HAMPTON ROADS COMMUNITY HEALTH CENTER | ||||||||
| 664 LINCOLN ST | PORTSMOUTH | VA | 23704 | 541626757 | 501(C)(3) | $50,000 | PROVIDE TELEMEDICINE ACCESS TO LOW-INCOME/UNINSURED INDIVIDUALS | |
| HELP INC | ||||||||
| PO BOX 190 | HAMPTON | VA | 23669 | 541209213 | 501(C)(3) | $6,000 | PROVIDE DENTAL CARE TO UNISURED, LOW INCOME ADULTS | |
| HOSPICE HOUSE & SUPPORT CARE OF WILLIAMSBURG | ||||||||
| 4445 POWHATAN PKWY | WILLIAMSBURG | VA | 23188 | 521289657 | 501(C)(3) | $10,000 | SUPPORT FOR INVIDUALS IN THE LAST PHASES OF LIFE | |
| LACKEY FREE CLINIC | ||||||||
| 1620 OLD WILLIAMSBURG RD | YORKTOWN | VA | 23690 | 541850915 | 501(C)(3) | $30,000 | HEALTHCARE FOR INDIGENTS | |
| LEES FRIENDS | ||||||||
| 7400 HAMPTON BLVD | NORFOLK | VA | 23505 | 541533488 | 501(C)(3) | $7,500 | HELP AND SUPPORT CANCER PATIENTS AND THEIR FAMILIES | |
| LOCAL IINITIATIVES SUPPORT CORPORATION | ||||||||
| 28 LIBERTY ST FL 34 | NEW YORK | NY | 10005 | 133030229 | 501(C)(3) | $1,000,000 | DEVELOP PROGRAMS TO ADDESS SOCIAL DETERMINANTS OF HEALTH | |
| NEPTUNE FESTIVAL | ||||||||
| 265 KINGS GRANT RD | VIRGINIA BEACH | VA | 23451 | 521372330 | 501(C)(3) | $25,000 | PROMOTE CIVIC PRIDE AND UNITY | |
| OLDE TOWN MEDICAL CENTER | ||||||||
| 5249 OLDE TOWNE RD STE D | WILLIAMSBURG | VA | 23188 | 541663905 | 501(C)(3) | $32,000 | 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 | ||||||||
| 3212 STAPLEFORD CHASE | VIRGINIA BEACH | VA | 23452 | 461601615 | 501(C)(3) | $10,000 | SUPPPORT FOR ACTIVE DUTY AND RETIRED MILITARY | |
| PIN MINISTRY | ||||||||
| 557 S BIRDNECK RD STE 109 | VIRGINIA BEACH | VA | 23451 | 412126841 | 501(C)(3) | $20,000 | RESOURCES FOR THE POOR | |
| RX PARTNERSHIP | ||||||||
| 2924 EMERYWOOD PKWY STE 300 | RICHMOND | VA | 23294 | 571186937 | 501(C)(3) | $13,000 | ACCESS TO FREE MEDICATION | |
| SAMARITAN HOUSE INC | ||||||||
| 2620 SOUTHERN BLVD | VIRGINIA BEACH | VA | 23452 | 541291021 | 501(C)(3) | $10,000 | SERVING THE HOMELESS | |
| SENIOR SERVICES OF SOUTHEASTERN VIRGINIA | ||||||||
| 6350 CENTER DR BLDG NO 101 | NORFOLK | VA | 23502 | 546069786 | 501(C)(3) | $25,500 | PROVIDE TRANSITION SERVICES TO SENIORS | |
| SOUTHEASTERN VIRGINIA HEALTH SYSTEM | ||||||||
| 1033 28TH ST | NEWPORT NEWS | VA | 23607 | 541083954 | 501(C)(3) | $50,000 | LAB AND MEDICAL SERVICES FOR INDIGENTS | |
| ST COLUMBA ECUMENICAL MINISTRIES | ||||||||
| 2414 LAFAYETTE BLVD | NORFOLK | VA | 23509 | 541394797 | 501(C)(3) | $18,000 | PRESCRIPTIONS | |
| THE CENTER FOR SEXUAL ASSAULT SURVIVORS | ||||||||
| 718 J CLYDE MORRIS BLVD | NEWPORT NEWS | VA | 23601 | 541934355 | 501(C)(3) | $6,500 | SUPPORT FOR CHILD TREATMENT SPECIALISTS | |
| UNION MISSION MINISTRIES | ||||||||
| P O BOX 3203 | NORFOLK | VA | 23514 | 540506427 | 501(C)(3) | $51,000 | HEALTHCARE FOR HOMELESS | |
| UNITED WAY OF SOUTH HAMPTON ROADS | ||||||||
| 2515 WALMER AVE | NORFOLK | VA | 23513 | 540506322 | 501(C)(3) | $365,000 | SPONSORSHIP / SUPPORT FOR VICTIMS OF VIGINIA BEACH TRAGEDY | |
| UNITED WAY OF THE VA PENINSULA | ||||||||
| 739 THIMBLE SHOALS BLVD SUITE 400 | NEWPORT NEWS | VA | 23606 | 540535602 | 501(C)(3) | $19,250 | SPONSORSHIP | |
| UP CENTER | ||||||||
| 222 W 19TH ST | NORFOLK | VA | 23517 | 540674774 | 501(C)(3) | $29,500 | MENTORING PROGRAM FOR AT RISK YOUTH | |
| VA CENTER FOR INCLUSIVE COMMUNITIES | ||||||||
| 5511 STAPLES MILL RD STE 202 | RICHMOND | VA | 23228 | 203188273 | 501(C)(3) | $7,000 | REDUCE PREJUDICE IN SCHOOLS, BUSINESSES AND COMMUNITIES | |
| VA LEAGUE FOR PLANNED PARENTHOOD | ||||||||
| 201 N HAMILTON ST | RICHMOND | VA | 23221 | 540505973 | 501(C)(3) | $10,000 | SUPPORT FOR PRIMARY CARE PROGRAMS | |
| VA SUPPORTIVE HOUSING | ||||||||
| P O BOX 8585 | RICHMOND | VA | 23226 | 541444564 | 501(C)(3) | $35,500 | CASE MANAGEMENT FOR HOMELESS | |
| VIRGINIA COMMUNITY COLLEGE FOUNDATION | ||||||||
| 300 ARBORETUM PLACE STE 200 | RICHMOND | VA | 23236 | 237004354 | 501(C)(3) | $300,000 | PROVIDE EDUCATION FOR ALL VIRGINIANS | |
| VIRGINIA HEALTH CARE FOUNDATION | ||||||||
| 707 E MAIN ST ROOM 1350 | RICHMOND | VA | 23219 | 541639924 | 501(C)(3) | $125,000 | SUPPORT FOR MEDICAID ENROLLMENT COUNSELORS | |
| VIRGINIA SYMPHONY | ||||||||
| 150 BOUSH ST NO 201 | NORFOLK | VA | 23510 | 546000598 | 501(C)(3) | $99,000 | MUSICAL PERFORMANCE AND EDUCATIONAL ACTIVITIES | |
| WESTERN TIDEWATER FREE CLINIC | ||||||||
| 2019 MEADE PKWY | SUFFOLK | VA | 23434 | 263302837 | 501(C)(3) | $30,000 | PROVIDE DENTAL PROGRAM ACCESS | |
| YMCA OF EASTERN SHORE | ||||||||
| 920 CORPORATION LANE | CHESAPEAKE | VA | 23320 | 540445205 | 501(C)(3) | $100,000 | BUILD HEALTHY, SPIRIT, MIND AND BODY | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 41 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (6 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| FOOD | 51 | $6,300 |
| HOME REPAIR/MAINTENANCE | 1 | $2,359 |
| HOUSEHOLD GOODS | 3 | $600 |
| MORTGAGE ASSISTANCE | 19 | $25,696 |
| RENTAL ASSISTANCE | 62 | $88,409 |
| UTILITY ASSISTANCE | 51 | $28,380 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | 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. THE SENTARA FOUNDATION - HAMPTON ROADS ALSO ADMINISTERS THE H.O.P.E. (HELPING OVERCOME PERSONAL EMERGENCY) FUND, A PROGRAM FOR EMPLOYEES OF THE SENTARA HEALTHCARE SYSTEM WHO ARE IN NEED OF EMERGENCY ASSISTANCE. THIS PROGRAM IS FUNDED BY DONATIONS FROM EMPLOYEES AND MANAGED BY THE PLANNING COUNCIL, A HUMAN SERVICES AGENCY USED TO PROCESS ALL H.O.P.E. FUND APPLICATIONS TO MAINTAIN CONFIDENTIALITY. EMPLOYEES WHO EXPERIENCE CATASTROPHIC EVENTS THROUGH NO FAULT OF THEIR OWN SUCH AS FIRE, DEATH IN THE FAMILY, FLOODING, HURRICANE, TORNADO, CURRENT PERSONAL ILLNESS OR SERIOUS PERSONAL FAMILY ILLNESS THAT RESULT IN HARDSHIP MAY APPLY FOR ASSISTANCE. APPLICANTS MUST COMPLETE A 3-PAGE APPLICATION FORM. APPLICANTS SUBMIT THESE FORMS ALONG WITH THEIR LATEST PAY STUBS, COPIES OF THE BILLS BEING SUBMITTED FOR PAYMENT, AND OFFICIAL DOCUMENTATION OF THE CATASTROPHIC EVENT. THE PLANNING COUNCIL THEN INTERVIEWS THE APPLICANT AND DETERMINES IF THE GUIDELINES ARE MET FOR ASSISTANCE. IN THE EVENT OF A NATURAL DISASTER, APPLICANTS MUST FIRST APPLY TO OTHER EMERGENCY ASSISTANCE PROGRAMS, SUCH AS THE AMERICAN RED CROSS, SALVATION ARMY, OR F.E.M.A., BEFORE BECOMING ELIGIBLE FOR ASSISTANCE FROM THE H.O.P.E. FUND. A REVIEW COMMITTEE EVALUATES EACH APPLICATION AND DETERMINES ASSISTANCE LEVELS BASED ON DOCUMENTED, APPROPRIATE NEED. FUNDS MAY ONLY BE USED TO PAY EXISTING BILLS OR EXTRAORDINARY EXPENSES RELATED TO A CATASTROPHIC EVENT. BILLS THAT ARE NOT NECESSARY FOR THE PRESERVATION OF DAILY LIVING, INCLUDING NON-ESSENTIAL UTILITIES (I.E., CABLE TV, ETC.), ARE NOT COVERED. PAYMENTS ARE MADE DIRECTLY TO SERVICE PROVIDERS RATHER THAN TO INDIVIDUAL RECIPIENTS. FUNDS ARE ONLY DISTRIBUTED PROVIDED ADEQUATE EMPLOYEE DONATIONS HAVE BEEN MADE BY EMPLOYEES FOR EMPLOYEES. ASSISTANCE IS PROVIDED AS THE AVAILABILITY OF FUNDS PERMIT; DECISIONS ARE MADE IN THE ORDER IN WHICH COMPLETED APPLICATIONS REQUESTS ARE RECEIVED. ASSISTANCE FOR AN INDIVIDUAL EMPLOYEE IS LIMITED TO ONCE PER 12-MONTH PERIOD AND TYPICALLY DOES NOT EXCEED $2,000. DURING 2019, 92 INDIVIDUAL EMPLOYEES WERE ASSISTED BY THE HOPE FUND. |
| SCHEDULE I, PART III | GRANT FUNDS ARE DISBURSED IN TWO INSTALLMENTS, ONE UPON SIGNING THE LETTER OF AGREEMENT AND THE FINAL PAYMENT UPON REVIEW OF THE FILED INTERIM REPORT. FURTHER, GRANTEES ARE REQUIRED TO FILE A FINAL REPORT EVALUATING RESULTS AGAINST THE ORIGINAL OBJECTIVES SET WITHIN THE LETTER OF AGREEMENT. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (17 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| HOWARD P KERN | ||||||||||||||
| PRES/CEO/EX-EFFICIO DIRECTOR | $1,721,005 | $0 | $1,718,080 | $0 | $814,246 | $0 | $3,776,265 | $0 | $24,149 | $0 | $8,053,745 | $0 | $81,692 | $0 |
| ROBERT A BROERMANN | ||||||||||||||
| CFO | $865,809 | $0 | $603,561 | $0 | $205,278 | $0 | $132,432 | $0 | $17,154 | $0 | $1,824,234 | $0 | $0 | $0 |
| MICHAEL V GENTRY | ||||||||||||||
| COO | $820,035 | $0 | $555,458 | $0 | $149,099 | $0 | $198,191 | $0 | $20,736 | $0 | $1,743,519 | $0 | $0 | $0 |
| JORDAN R ASHER | ||||||||||||||
| KE (SHC SVP & CHIEF PHYSICIAN EXEC) | $984,492 | $0 | $259,380 | $0 | $159,218 | $0 | $106,072 | $0 | $30,578 | $0 | $1,539,740 | $0 | $0 | $0 |
| MEGAN R PERRY | ||||||||||||||
| CVP, MERGERS & ACQUISITION | $496,378 | $0 | $313,527 | $0 | $135,301 | $0 | $358,252 | $0 | $19,995 | $0 | $1,323,453 | $0 | $62,861 | $0 |
| DOUGLAS L CHAET | ||||||||||||||
| FORMER KE (VP) | $9,000 | $0 | $0 | $0 | $1,250,149 | $0 | $285 | $0 | $2,576 | $0 | $1,262,010 | $0 | $0 | $0 |
| BECKY C SAWYER | ||||||||||||||
| KE (SVP & CHRO) | $484,386 | $0 | $332,640 | $0 | $55,270 | $0 | $246,407 | $0 | $31,182 | $0 | $1,149,885 | $0 | $0 | $0 |
| JEFFREY P KING | ||||||||||||||
| SECRETARY (THRU 6/19) | $274,339 | $0 | $156,153 | $0 | $539,781 | $0 | $82,095 | $0 | $24,650 | $0 | $1,077,018 | $0 | $165,897 | $0 |
| VICKY G GRAY | ||||||||||||||
| KE (SVP, SYSTEM DEVELOPMENT) | $255,478 | $0 | $353,146 | $0 | $284,100 | $0 | $128,674 | $0 | $5,839 | $0 | $1,027,237 | $0 | $48,093 | $0 |
| DOUGLAS M THOMPSON | ||||||||||||||
| VP, DECISION SUPPORT | $326,337 | $0 | $189,428 | $0 | $100,367 | $0 | $115,249 | $0 | $17,716 | $0 | $749,097 | $0 | $0 | $0 |
| GRACE R HINES | ||||||||||||||
| CVP, SYSTEM INTERGRATION | $345,414 | $0 | $205,583 | $0 | $85,476 | $0 | $78,331 | $0 | $23,103 | $0 | $737,907 | $0 | $0 | $0 |
| VIKKI L CHARLES | ||||||||||||||
| VP CORPORATE FINANCE | $318,356 | $0 | $109,807 | $0 | $32,477 | $0 | $234,148 | $0 | $23,845 | $0 | $718,633 | $0 | $0 | $0 |
| LESTER R ELJAIEK | ||||||||||||||
| FORMER KE (VP,CORPORATE FINANCE) | $103,368 | $0 | $115,752 | $0 | $339,372 | $0 | $77,885 | $0 | $29,200 | $0 | $665,577 | $0 | $0 | $0 |
| RHONDA A MILLER | ||||||||||||||
| VP, REVENUE CYCLE | $383,426 | $0 | $84,073 | $0 | $52,458 | $0 | $6,026 | $0 | $9,917 | $0 | $535,900 | $0 | $0 | $0 |
| PHYLLIS S ANDERSON | ||||||||||||||
| KE (SVP & CHIEF MARKETING OFFICER) | $87,259 | $0 | $50,000 | $0 | $129,898 | $0 | $13,750 | $0 | $1,170 | $0 | $282,077 | $0 | $0 | $0 |
| MICHAEL V TAYLOR | ||||||||||||||
| FORMER KE | $113,102 | $0 | $375 | $0 | $19,495 | $0 | $103,653 | $0 | $28,338 | $0 | $264,963 | $0 | $0 | $0 |
| SAMUEL J HAWLEY | ||||||||||||||
| FORMER OFFICER | $176,744 | $0 | $20,980 | $0 | $131 | $0 | $34,469 | $0 | $12,129 | $0 | $244,453 | $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. THE ORGANIZATION ALSO PAID THE TAXES ASSOCIATED WITH AN EXECUTIVE RECRUIT'S SIGN-ON BONUS. THE GROSS-UP PAYMENT WAS TREATED AS ADDITIONAL COMPENSATION AND REPORTED ON FORM W-2 AS TAXABLE WAGES. |
| PART I, LINES 4A-B | THE FOLLOWING LISTED PERSONS RECEIVED COMPENSATION RELATED TO THEIR SEPARATION FROM SERVICE. AMOUNTS HAVE BEEN INCLUDED IN COLUMN (B)(III) OF SCHEDULE J, PART II: DOUGLAS L. CHAET ($1,250,000); LESTER R. ELJAIEK ($287,472); AND JEFFREY P. KING ($218,939). 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, JEFFREY KING, LESTER ELJIAEK, BECKY SAWYER, JORDAN ASHER, AND PHYLLIS ANDERSON PARTICIPATED IN THE SENTARA CAPITAL ACCUMULATION ACCOUNT PLAN. PARTICIPATION IS LIMITED TO A SELECT GROUP OF CORPORATE EXECUTIVES AS APPROVED BY THE ORGANIZATION'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 2019, THE FOLLOWING CORPORATE EXECUTIVES RECEIVED VESTED DISTRIBUTIONS UNDER THE PLAN: ROBERT BROERMANN ($154,711); MICHAEL GENTRY ($116,632); VICKY GRAY ($168,445); GRACE HINES ($52,714); HOWARD KERN ($721,088); JEFFREY KING ($228,358); AND DOUGLAS THOMPSON ($48,948); 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. PERFORMANCE PLUS - ELIGIBLE FULL-TIME AND PART-TIME EMPLOYEES NOT COVERED UNDER ANOTHER INCENTIVE PLAN MAY EARN ADDITIONAL COMPENSATION IF THEIR BUSINESS UNIT MEETS FINANCIAL, SAFETY, QUALITY AND CUSTOMER SERVICE GOALS, AND THE SYSTEM NET OPERATING MARGIN GOAL HAS BEEN MET. INDIVIDUAL PAYOUT IS BASED ON JOB CLASSIFICATION, BUSINESS UNIT GOAL SUCCESS AND PERCENTAGE OF POOL AVAILABLE FOR DISTRIBUTION. GOALS AND THE PERCENTAGE OF POOL AVAILABLE FOR DISTRIBUTION ARE DETERMINED AFTER YEAR-END, AT WHICH POINT AWARDS MAY BE PAID AND REPORTED AS COMPENSATION. 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. |
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 |
| VA SMALL BUSINESS FINANCING AUTHORITY | ||||||||
| C | 541300845 | 928105AV7 | 2010-01-28 | $296,243,684 | REFUND PRIOR BONDS AND FUND NEW PROJECT | 0 | 0 | 0 |
| EDA THE CITY OF NORFOLK VA | ||||||||
| D | 521375010 | 65588NBB7 | 2012-05-16 | $163,163,080 | REF. POTOMAC 2003, MJH 2002, NEW PROJ. | 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 | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt |
|---|---|---|---|---|---|---|---|---|---|---|
| A | $28,800,000 | $53,100,000 | $53,100,000 | 2003 | 0 | 0 | Yes (1) | Yes (1) | ||
| B | $15,205,000 | $156,615,000 | $156,615,000 | 2008 | Yes (1) | 0 | Yes (1) | Yes (1) | ||
| C | $81,430,000 | $296,443,256 | $63,507,476 | 2011 | Yes (1) | 0 | Yes (1) | Yes (1) | $2,715,612 | $230,220,167 |
| D | $18,225,000 | $163,873,559 | $88,288,148 | 2014 | 0 | Yes (1) | Yes (1) | Yes (1) | $75,585,411 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 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) |
| C | 0 | Yes (1) | Yes (1) | Yes (1) | 0 | 0 | 0 | Yes (1) |
| D | 0 | Yes (1) | Yes (1) | Yes (1) | 0 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 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 | 0 | Yes (1) | Yes (1) | Yes (1) | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | Yes (1) | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) |
| C | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) |
| D | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 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) |
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 2010 (SENTARA HEALTHCARE SYSTEM - VSBFA) PART II, 2 - THE SERIES 2010 BONDS WERE REFUNDED ON 2/3/2020 BY A SERIES 2020 BOND ISSUE. THE OUTSTANDING SERIES 2010 BONDS WERE DEFEASED AND CALLED ON 5/1/2020. PART II, 3 - AMOUNT OF TOTAL PROCEEDS OF ISSUE INCLUDES ISSUE PRICE, PLUS INTEREST EARNINGS (MAINLY FROM PROJECT FUND AND ESCROW FUND). PART II, 11 - OTHER SPENT PROCEEDS INCLUDES REFUNDING PROCEEDS AND INTEREST EARNINGS FROM REFUNDING ESCROW FUND. PART II, 14 - ISSUE REFUNDED A PRIOR SERIES 1997A AND 1998 ISSUE. THE REFUNDINGS WERE TREATED AS CURRENT REFUNDINGS FOR FEDERAL TAX PURPOSES. REFUNDING PROCEEDS WERE DEPOSITED INTO AN ESCROW FUND AND INVESTED. THOSE AMOUNTS WERE FULLY EXPENDED ON OR AROUND 3/1/2010 TO REDEEM THE PRIOR BONDS. PART IV, 2B - FIRST INSTALLMENT PERIOD FOR THIS ISSUE ENDED ON1/28/2015. ARBITRAGE COMPLIANCE REPORT COMPLETED THROUGH DECEMBER 31, 2011, WHICH REFLECTED ALL PROCEEDS SPENT AND NO ACCRUING ARBITRAGE LIABILITY FOR SENTARA. ENTITY 1, ISSUER D: 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. |
| SCHEDULE K, PART VI | ENTITY 2, ISSUER A: 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. ENTITY 2, ISSUER B: 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 C: 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 D: 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. |
| SCHEDULE K, PART VI | ENTITY 3, ISSUER A: SERIES 2018A&B (SENTARA HEALTHCARE) PART II, 3 - COMBINED ISSUE PRICE OF THE SERIES 2018A AND 2018B BONDS. THE SERIES 2018A&B BONDS WERE TREATED AS A SINGLE ISSUE FOR FEDERAL TAX PURPOSES. THE TOTAL AMOUNT INCLUDED ON LINE 3 INCLUDES THE ISSUE PRICE OF THE SERIES 2018A&B BONDS, PLUS $19MM OF TRANSFERRED PROCEEDS, PLUS INTEREST EARNINGS RECEIVED FROM THE TRANSFERRED PROCEEDS (SERIES 2017 PROJECT FUND). PART II, 7 - ONLY A RESIDUAL AMOUNT OF BOND PROCEEDS WERE USED FOR COST OF ISSUANCE EXPENSES. A MAJORITY OF THESE COST OF ISSUANCE EXPENSES WERE PAID WITH EQUITY FROM SENTARA. PART II, 14 - SERIES 2018A&B CURRENT REFUNDED SERIES 2017 BONDS ON THE DATE OF CLOSING. THE SERIES 2018A&B BONDS RECEIVED TRANSFERRED PROCEEDS ON MAY 15, 2018 REDEMPTION DATE. PART IV, 2B&C - ISSUE QUALIFIED FOR THE SIX-MONTH SPENDING EXCEPTION TO REBATE. HOWEVER, THE SERIES 2018A&B RECEIVED TRANSFERRED PROCEEDS THAT WERE SUBJECT TO ARBITRAGE COMPLIANCE. SENTARA RECEIVED AN ARBITRAGE REBATE COMPLIANCE CERTIFICATE FROM ITS ARBITRAGE CONSULTANT FOR THIS ISSUE. ALL TRANSFERRED PROCEEDS WERE FULLY EXPENDED BY NOVEMBER 1, 2018. NO REBATE PAYMENT IS EXPECTED TO BE DUE TO THE IRS FOR THIS ISSUE AS OF THE MAY 15, 2023 FIRST INSTALLMENT EVALUATION DATE. ENTITY 3, ISSUER B: SERIES 2018A&B (SENTARA MARTHA JEFFERSON HOSPITAL) PART II, 3 - COMBINED ISSUE PRICE OF THE SERIES 2018A AND 2018B BONDS. THE SERIES 2018A&B BONDS WERE TREATED AS A SINGLE ISSUE FOR FEDERAL TAX PURPOSES. PART II, 7 - THE COST OF ISSUANCE EXPENSES OF THE ISSUE WERE PAID WITH EQUITY FROM SENTARA AND NOT FROM BOND PROCEEDS. PART II, 14 - SERIES 2018A&B CURRENT REFUNDED SERIES 2013A&B BONDS ON THE DATE OF CLOSING. PART IV, 2B&C - ISSUE QUALIFIED FOR THE SIX-MONTH SPENDING EXCEPTION TO REBATE. SENTARA RECEIVED AN ARBITRAGE REBATE COMPLIANCE CERTIFICATE FROM ITS ARBITRAGE CONSULTANT FOR THIS ISSUE. NO REBATE PAYMENT IS EXPECTED TO BE DUE TO THE IRS FOR THIS ISSUE AS OF THE DECEMBER 31, 2022 FIRST INSTALLMENT EVALUATION DATE. |
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 | 65588TAP4 | 2016-05-05 | $197,670,000 | REF. SERIES 2012A, 2010B, AND 2010C | 0 | 0 | 0 |
| EDA OF THE CITY OF HARRISONBURG VA | ||||||||
| B | 542000436 | NONEAVAIL | 2016-08-15 | $183,535,000 | CURRENTLY REFUND SERIES 2006 RMH | 0 | 0 | 0 |
| EDA OF THE CITY OF HARRISONBURG VA | ||||||||
| C | 542000436 | NONEAVAIL | 2016-10-04 | $27,600,000 | CURRENTLY REFUND SERIES 2011ABC RMH | 0 | 0 | 0 |
| EDA OF THE CITY OF HARRISONBURG VA | ||||||||
| D | 542000436 | NONEAVAIL | 2016-11-01 | $65,379,312 | CURRENTLY REFUND SERIES 2010ABC RMH | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|
| A | $11,250,000 | $197,670,000 | $197,670,000 | 2016 | Yes (1) | 0 | Yes (1) | Yes (1) |
| B | $3,940,000 | $183,535,000 | $183,535,000 | 2016 | Yes (1) | 0 | Yes (1) | Yes (1) |
| C | $3,600,000 | $27,600,000 | $27,600,000 | 2016 | Yes (1) | 0 | Yes (1) | Yes (1) |
| D | $8,172,414 | $65,379,312 | $65,379,312 | 2016 | Yes (1) | 0 | Yes (1) | Yes (1) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Engage Bond Counsel ResearchEngageBondCounselResearchInd | 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) | Yes (1) | Yes (1) | 0 | 0 | Yes (1) |
| B | 0 | Yes (1) | Yes (1) | Yes (1) | 0 | 0 | 0 | Yes (1) | |
| C | 0 | Yes (1) | Yes (1) | Yes (1) | 0 | 0 | 0 | Yes (1) | |
| D | 0 | Yes (1) | Yes (1) | Yes (1) | 0 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 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 | Yes (1) | 0 | 0 | 0 | Yes (1) |
| C | 0 | Yes (1) | Yes (1) | 0 | Yes (1) | 0 | 0 | 0 | Yes (1) |
| D | 0 | Yes (1) | Yes (1) | 0 | Yes (1) | 0 | 0 | 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 THE CITY OF NORFOLK | ||||||||
| A | 521375010 | 65588TAT6 | 2018-05-15 | $150,000,788 | CURRENT REFUND SERIES 2017 BONDS | 0 | 0 | 0 |
| EDA OF ALBERMARLE COUNTY VA | ||||||||
| B | 521297503 | 012663AM2 | 2018-05-15 | $154,550,000 | CURRENTLY REFUND SERIES 2013AB BONDS | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | RetiredRetiredAmt |
|---|---|---|---|---|---|---|---|---|---|---|
| A | $169,318,695 | $788 | $19,317,907 | $150,000,000 | 2018 | Yes (1) | 0 | Yes (1) | Yes (1) | |
| B | $154,550,000 | $154,550,000 | 2018 | Yes (1) | 0 | Yes (1) | Yes (1) | $2,940,000 |
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 | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | Yes (1) | Yes (1) | 0 | Yes (1) | 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 131 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 NATIONALLY RANKED SENTARA HEART HOSPITAL, TWO ORTHOPEDIC HOSPITALS, ACCREDITED SENTARA CANCER NETWORK AND THE SENTARA NEUROSCIENCES INSTITUTE. THE SENTARA FAMILY ALSO INCLUDES FOUR MEDICAL GROUPS, NIGHTINGALE REGIONAL AIR AMBULANCE AND GROUND MEDICAL TRANSPORT, SENIOR CARE, HOME CARE AND HOSPICE, NURSING REHABILITATION CENTERS, AMBULATORY OUTPATIENT CAMPUSES, ADVANCED IMAGING AND DIAGNOSTIC CENTERS, A CLINICALLY INTEGRATED NETWORK, THE SENTARA COLLEGE OF HEALTH SCIENCES AND THE OPTIMA HEALTH PLAN SERVING 450,000 MEMBERS IN VIRGINIA, NORTH CAROLINA AND OHIO. WITH NEARLY 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 HEALTHCARE 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 OF OUR COMMUNITIES THROUGH HEALTH OUTREACH PROGRAMS, EDUCATION, AND FINANCIAL SUPPORT OF 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 2019 VALUE OF COMMUNITY BENEFIT TOTALED $309.5M. SENTARA PROVIDED $239,251,000 IN NET UNCOMPENSATED PATIENT CARE COSTS; $45,011,000 IN NET UNFUNDED COSTS OF TEACHING PROGRAMS; AND $25,261,000 IN INCURRED COSTS FOR COMMUNITY BENEFIT PROGRAMS. IN 2019, AN AVERAGE OF 34 INDIVIDUALS SOUGHT CARE AT SENTARA HOSPITALS WHO HAVE NO ABILITY TO PAY FOR CARE. THESE SERVICES RANGE FROM EMERGENCY VISITS TO LIFE SAVING TRAUMA CARE. B. SENTARA DEVELOPED A CORPORATE SOCIAL RESPONSIBILITY (CSR) PROGRAM TO SUPPORT THE NEEDS OF THE COMMUNITIES WE SERVE IN THE MOST IMPACTFUL WAY. SENTARA COMMITTED $5M IN 2019. 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, ANNOUNCED A $100 MILLION INVESTMENT 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. D. SENTARA HIRED ITS FIRST CHIEF DIVERSITY OFFICER TO 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. ADDITIONALLY, WE HIRED OUR FIRST DIRECTOR OF HEALTH EQUITY. THE HEALTH EQUITY DIVISION WAS CREATED WITH THE GOAL TO IDENTIFY AND REMOVE 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. 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 THAT PROVIDES 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 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 2019, THE HOPE FUND AWARDED $151,124 TO SENTARA EMPLOYEES IN CRISES ACROSS THE SYSTEM. |
| FORM 990, PART III, LINE 4A, PROGRAM SERVICE ACCOMPLISHMENTS, CONT. | H. 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 2019: I. HEALTH IMPROVEMENT EVENTS WERE OFFERED TO CHURCHES, EMPLOYER GROUPS, COMMUNITY HEALTH CENTERS AND OTHER COMMUNITY LOCATIONS. II. 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 A NUMBER OF COMMUNITY EVENTS RAISING AWARENESS AROUND KEY HEALTH AWARENESS MONTHS. ONE GOOD EXAMPLE IS THE FOCUS ON COLON CANCER PREVENTION: DON'T SIT ON COLON CANCER. THROUGH THE SENTARA CANCER NETWORK, SENTARA HOSTED A 5K AT SENTARA PRINCESS ANNE HOSPITAL IN VIRGINIA BEACH. THROUGH SENTARA HEART, WE PROMOTED THE "28 (+1) DAYS OF HEART" IN FEBRUARY 2019 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. 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 2019 INCLUDED THE FOLLOWING: A. SENTARA ANNOUNCED THE INTENT TO PURCHASE 80% OF VIRGINIA PREMIER, AN INSURANCE COMPANY AFFILIATED WITH VCU HEALTH IN RICHMOND, VIRGINIA. OPTIMA HEALTH AND VIRGINIA PREMIER WILL CONTINUE AS TWO SEPARATE COMPANIES AND RETAIN THEIR RESPECTIVE NAMES AND BRANDS IN THE MARKETPLACE. THE TWO PLANS WILL SERVE MORE THAN 800,000 MEMBERS. B. OPTIMA HEALTH CONTINUED AS ONE OF 6 MANAGED CARE ORGANIZATIONS THAT COLLECTIVELY SERVED OVER 400,000 ELIGIBLE VIRGINIANS WHO QUALIFIED FOR MEDICAID EXPANSION. C. SENTARA DEVELOPED NEWLY DESIGNED RETAIL AND AMBULATORY SERVICES. SENTARA WAS PROUD TO INTRODUCE TWO SITES OF CARE WHERE PRIMARY CARE AND PHYSICAL THERAPY ARE CO-LOCATED WITH A SEAMLESS CUSTOMER EXPERIENCE. ADDITIONALLY, SENTARA INTRODUCED PHYSICAL THERAPY WITH VIRTUAL CARE AT ONE SITE IN NORTH CAROLINA. D. SENTARA EXPANDED ITS VELOCITY URGENT CARE CENTERS ACROSS VIRGINIA. ACROSS SITES, 193,372 PATIENT VISITS TOOK PLACE REPRESENTING A 22% GROWTH OVER 2018. IV. NEW INITIATIVES A. SENTARA LAUNCHED THE NEW SENTARA "APP" IN SEPTEMBER 2019 FOLLOWING THE INTRODUCTION OF THE NEW OPTIMA APP IN LATE 2018. BY END OF 2019, MORE THAN 47,000 CONSUMERS HAD ACTIVATED THEIR ACCOUNTS IN EITHER THE SENTARA OR OPTIMA APP. OUR AIM IS TO CONTINUOUSLY IMPROVE THE VIRTUAL EXPERIENCE, ENABLE VOICE OF THE CUSTOMER 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. A NUTRITION AS MEDICINE CONFERENCE WAS HELD IN NOVEMBER 2019. THIS DAY-LONG CONFERENCE FEATURED NATIONAL EXPERTS SPEAKING ON THE BENEFITS OF A PLANT-BASED LIFESTYLE AND HOW IT CAN BE USED TO TREAT, REVERSE, OR PREVENT WIDESPREAD CHRONIC DISEASE SUCH AS HEART DISEASE, DIABETES, AND OBESITY. D. A "BEYOND CANCER" CONFERENCE SURVIVORSHIP EVENT TOOK PLACE IN JUNE 2019. THE EVENT WAS SPONSORED BY THE SENTARA CANCER NETWORK AND OFFERED SUPPORT FOR THOSE AFFECTED BY CANCER FROM CURRENT CANCER PATIENTS TO CAREGIVERS, TO SURVIVORS IN REMISSION. 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, INCLUDING NEWBORN CARE, TRANSPLANT, AND CANCER CARE. I. NEWBORN METABOLIC SCREENING AUTOMATION - SENTARA NORFOLK GENERAL HOSPITAL IN NORFOLK, VIRGINIA WAS THE FIRST HOSPITAL IN VIRGINIA TO INTRODUCE THE PROCESS THAT IDENTIFIES APPARENTLY HEALTHY INFANTS WITH SERIOUS INHERITED DISORDERS, GENERALLY METABOLIC IN ORIGIN, THAT ARE USUALLY CORRECTABLE BY DIETARY OR DRUG INTERVENTIONS BEFORE THEY SUFFER SIGNIFICANT MORBIDITY OR MORTALITY. II. HEPATITIS C TRANSPLANT: SENTARA NORFOLK GENERAL HOSPITAL PERFORMED THE FIRST KIDNEY TRANSPLANT FROM A DONOR WITH HEPATITIS C IN THE SOUTHEAST VIRGINIA REGION. THIS CREATES ORGAN AVAILABILITY THAT IS MUCH NEEDED. III. LUTATHERA NEUROENDOCRINE RADIOISOTOPE TUMOR THERAPY: SENTARA NORFOLK GENERAL HOSPITAL WAS THE FIRST IN SOUTHEASTERN VIRGINIA TO INTRODUCE THIS THERAPY. IV. CAR-T CELL THERAPY: SENTARA NORFOLK GENERAL HOSPITAL WAS APPROVED TO PERFORM CAR-T CELL THERAPY, WHICH IS UNIQUE IN THAT IT IS THE FIRST NON-ACADEMIC SITE IN VIRGINIA TO PERFORM THIS THERAPY AND ONE OF A HANDFUL ACROSS THE COUNTRY DONE AT A NON-ACADEMIC CENTER. 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 2019, SENTARA REACHED 82% OF SENTARA NURSES HAVING EARNED OR ARE UNDER CONTRACT TO EARN A BSN BY 2020. IN 2019, SENTARA HAD 66.7% OF ITS NURSING WORKFORCE HOLDING A BSN OR HIGHER DEGREE WITH 15.3% OF LICENSED RNS WITH A CONTRACT TO COMPLETE THEIR BSN. |
| FORM 990, PART III, LINE 4A, PROGRAM SERVICE ACCOMPLISHMENTS, CONT. | B. RESEARCH: RESEARCH IS ANOTHER WAY SENTARA IS ALWAYS IMPROVING. HERE ARE A FEW EXAMPLES OF OUR WORK WITHIN THE RESEARCH REALM: I. HEART: 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 AND CARDIOLOGISTS COLLABORATE WITH LOCAL INSTITUTIONS, GOVERNMENT AGENCIES AND BIOMEDICAL COMPANIES TO PERFORM CLINICAL RESEARCH TRIALS. ULTIMATELY, THE WORK OF SCRI 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, 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'S EXPERIENCE AND ADVOCATE 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, AND OTHER NATIONAL AND LOCAL ORGANIZATIONS IN ORDER TO CHANGE THE FUTURE OF CANCER. FOR TODAY'S PATIENTS, PHYSICIANS IN THE SENTARA NETWORK CAN PROVIDE ACCESS TO NUMEROUS CLINICAL TRIALS, BOTH LOCAL AND NATIONAL. 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. IN ADDITION, 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 ALSO 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 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 HEALTHCARE COMMITTED TO INCREASING ITS MINIMUM WAGE FOR ALL SENTARA AND OPTIMA HEALTH EMPLOYEES WITH A PLAN TO REACH A $15 PER HOUR MINIMUM WAGE BY JANUARY 2022. THIS SIGNIFICANT INCREASE APPLIES TO ALL POSITIONS IN THE COMMUNITIES SENTARA SERVES ACROSS VIRGINIA AND NORTH CAROLINA AND IS MORE THAN DOUBLE THE FEDERALLY MANDATED MINIMUM WAGE OF $7.25 PER HOUR. B. SENTARA CAREPLEX HOSPITAL, HAMPTON, VIRGINIA, ADDED NEUROSURGERY SERVICES. WITH THE ADDITION OF THESE SERVICES, PATIENTS ON THE PENINSULA WILL BE ABLE TO RECEIVE SURGICAL TREATMENT FOR BRAIN AND SPINE DISORDERS, INCLUDING NEUROONCOLOGY AND NEUROTRAUMA. C. SENTARA MARTHA JEFFERSON HOSPITAL'S PHILIPS CANCER CENTER, CHARLOTTESVILLE, VIRGINIA, WAS GRANTED A THREE YEAR ACCREDITATION WITH COMMENDATION BY THE COMMISSION ON CANCER (COC), A QUALITY PROGRAM OF THE AMERICAN COLLEGE OF SURGEONS (ACS). ALSO, SENTARA MARTHA JEFFERSON HAS RECEIVED AN 'A' IN THE FALL 2019 LEAPFROG HOSPITAL SAFETY GRADE, A NATIONAL RECOGNITION FOR PATIENT SAFETY. D. THE SENTARA RMH HAHN CANCER CENTER, HARRISONBURG, VIRGINIA, INSTALLED A NEW, STATE-OF-THE-ART LINEAR ACCELERATOR, THE VARIAN TRUEBEAM RADIOTHERAPY SYSTEM, FOR TREATING CANCER PATIENTS. E. SENTARA HOSPICE HAS COORDINATED CAMP LIGHTHOUSE, WHICH IS A CAMP FOR BEREAVED FAMILIES, FOR 10 YEARS. THROUGHOUT THE CAMP, SPECIALLY TRAINED SENTARA EMPLOYEES VOLUNTEER ALONG WITH COMMUNITY MEMBERS. ABOUT 50 VOLUNTEERS MAKE THE CAMPS POSSIBLE AFTER MONTHS OF PLANNING. F. SENTARA NORTHERN VIRGINIA MEDICAL CENTER, WOODBRIDGE, VIRGINIA, INTRODUCED A SENTARA FOOT & ANKLE CENTER FEATURING HIGHLY SKILLED PHYSICIANS WITH STATE-OF-THE-ART PROCEDURES. THE CENTER PARTNERS WITH EXPERT PHYSICIANS ON ADVANCED PROCEDURES SO PATIENTS WILL HAVE A PATHWAY TO RECEIVE THE RIGHT CARE FOR THEIR FOOT AND ANKLE HEALTH CONCERNS, ALL WHILE STAYING CLOSE TO HOME FOR TREATMENT. G. THREE TIMES PER WEEK, SENTARA LIFE CARE RESIDENTS WITH DEMENTIA PUT THEIR HANDS ON A BUSY BOARD AND OPERATE THE LIGHT SWITCHES, DOOR AND WINDOW LATCHES AND WATER SPIGOTS TO STIMULATE MEMORIES OF DAY-TO-DAY ACTIVITIES. BUSY BOARD THERAPY IS ONE PART OF THE LIFE ENRICHMENT ACTIVITIES PROGRAM (LEAP) AT SENTARA LIFE CARE VIRGINIA BEACH. H. FIVE SENTARA HOSPITALS INCLUDING SENTARA CAREPLEX HOSPITAL, SENTARA LEIGH HOSPITAL, SENTARA OBICI HOSPITAL, SENTARA PRINCESS ANNE HOSPITAL AND SENTARA WILLIAMSBURG REGIONAL MEDICAL CENTER HAVE CONSISTENTLY EARNED AN 'A' GRADE IN HOSPITAL SAFETY SCORES FROM THE LEAPFROG GROUP SINCE THE ORGANIZATION BEGAN HANDING OUT THE LETTER GRADES IN 2012. I. MORE THAN 100 EMPLOYEES AT SENTARA LEIGH HOSPITAL, NORFOLK, VIRGINIA, SPENT THEIR TIME STUFFING BACKPACKS FULL OF BRAND NEW SCHOOL SUPPLIES FOR INGLESIDE ELEMENTARY. IN JUST THREE SHORT HOURS, 600 BACKPACKS WERE FILLED WITH CRAYONS, PENCILS, FOLDERS, NOTEBOOKS, A FIRST AID KIT AND MUCH MORE. THERE WERE ENOUGH STUFFED FOR EVERY STUDENT IN THE ENTIRE SCHOOL! HOSPITAL STAFF TEAMED UP WITH UNITED WAY OF SOUTH HAMPTON ROADS TO FULFILL THIS DONATION REQUEST. J. SENTARA ALBEMARLE MEDICAL CENTER, ELIZABETH CITY, NORTH CAROLINA, LAUNCHED A PILOT PROGRAM IN EARLY 2019 CALL FOOD RX. NOW, PATIENTS CAN RECEIVE PRESCRIPTIONS FOR MEDICINE TO HELP THEM ONCE THEY LEAVE THE HOSPITAL, AND A PRESCRIPTION TO EAT WELL, WITH THE HEALTHY FOOD TO DO SO. THEIR GOAL IS HELP 100 PATIENTS THIS YEAR. IN ADDITION TO OFFERING THE SPECIALLY STOCKED FOOD BOXES TO PATIENTS MONTHLY, SENTARA ALBEMARLE MEDICAL CENTER EDUCATORS MAKE REFERRALS TO HEALTHY COOKING AND BUDGETING CLASSES RUN THROUGH THE FOOD BANK AND PASQUOTANK CENTER OF NORTH CAROLINA COOPERATIVE EXTENSION. THEY ALSO ENCOURAGE VISITS TO THE LOCAL HEALTH DEPARTMENT, WHICH CAN OFFER EXTRA RESOURCES TO OVERCOME FOOD AND FINANCIAL CONCERNS. K. SENTARA BELLEHARBOUR, AN OUTPATIENT CAMPUS OF SENTARA OBICI HOSPITAL, SUFFOLK, VIRGINIA, CONTINUES TO GROW. A NEWLY OPENED SECOND MEDICAL OFFICE BUILDING OFFERS OUTPATIENT SURGERIES IN TWO OPERATING ROOMS, NEW OBSERVATION BEDS FOR OVERNIGHT RECOVERY AND EVALUATION, A LARGER 24-HOUR EMERGENCY DEPARTMENT WITH A 'VERTICAL' ELEMENT FOR IN-AND-OUT PATIENTS AND A NEW HELIPAD FOR THE NIGHTINGALE REGIONAL AIR AMBULANCE. |
| FORM 990, PART III, LINE 4A, PROGRAM SERVICE ACCOMPLISHMENTS, CONT. | L. SENTARA PRINCESS ANNE HOSPITAL AGAIN HOSTED THE "DON'T SIT ON COLON CANCER 5K" TO PROVIDE COLON CANCER AWARENESS AND EDUCATION. RUNNERS THROUGHOUT THE REGION COME OUT TO PARTICIPATE IN THIS RACE AND FOR THE EXCELLENT CAUSE. M. SENTARA HALIFAX REGIONAL HOSPITAL, SOUTH BOSTON, VIRGINIA, BEGAN OFFERING MEDICAL STABILIZATION SERVICES TO HELP PEOPLE OVERCOME WITHDRAWAL SYMPTOMS FROM DRUG AND ALCOHOL ADDICTIONS. ADULTS ARE MEDICALLY SUPERVISED FOR INPATIENT STABILIZATION THAT LASTS ABOUT THREE DAYS. UPON DISCHARGE, PATIENTS ARE REFERRED TO COMMUNITY BASED TREATMENT PROGRAMS TO CONTINUE WITH THEIR TREATMENT AND TO PREVENT RELAPSE. N. SENTARA WILLIAMSBURG REGIONAL MEDICAL CENTER, WILLIAMSBURG, VIRGINIA, PARTICIPATED IN THE HEARTSAFE ALLIANCE, WHICH IS A PUBLIC-PRIVATE PARTNERSHIP WORKING TO IMPROVE SUDDEN CARDIAC ARREST SURVIVAL IN THE GREATER WILLIAMSBURG COMMUNITY. THE LAUNCH OF THE PROGRAM INCLUDED FREE, COMMUNITY-WIDE CPR AND AED TRAINING. MOREOVER, LATER IN 2019, THE HEARTSAFE ALLIANCE OFFICIALLY LAUNCHED THE PULSEPOINT APP, WHICH IS AN APP DESIGNED TO REDUCE THE NUMBER OF DEATHS FROM SUDDEN CARDIAC ARREST BY IDENTIFYING AED LOCATIONS IN THE COMMUNITY FOR USE BY THE PUBLIC. VIII. QUALITY AND PATIENT SAFETY DISTINCTIONS 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 2019 AWARDS AND RECOGNITIONS: I. SENTARA NORFOLK GENERAL HOSPITAL EARNED A TOP 50 NATIONAL RANKING FROM U.S. NEWS & WORLD REPORT: EAR, NOSE & THROAT (ENT). THIS EXTRAORDINARY RANKING, 43RD IN THE NATION, IS DUE TO THE GREAT PARTNERSHIP AND COLLABORATION WITH EASTERN VIRGINIA MEDICAL SCHOOL (EVMS) AND THE SENTARA CANCER NETWORK. II. NURSING MAGNET STATUS: SENTARA VIRGINIA BEACH GENERAL HOSPITAL IS THE NINTH SENTARA HOSPITAL TO ACHIEVE MAGNET DESIGNATION. ONLY 8% OF U.S. HOSPITALS HAVE SUCH A DESIGNATION. IX. OPTIMA HEALTH A. GROWTH OPTIMA HEALTH CONTINUES TO SEE GROWTH IN THE COMMERCIAL EMPLOYER MARKET AND WITH OUR FRANCHISE PARTNERSHIP WITH OHIO HEALTHY. ADDITIONALLY, OPTIMA HEALTH CONTINUED DELIVERING AN EXCELLENT DIGITAL EXPERIENCE THROUGH UPGRADING ITS DIGITAL "APP AND ADDING FEATURES MAKING IT MORE CUSTOMER CENTRIC. OPTIMA CONTINUED ITS MEDICARE ADVANTAGE NETWORK EXPANSION BY ADDING NEW PROVIDERS AND FACILITIES. AND, OPTIMA HEALTH IS NOW AVAILABLE IN THE MARKETS OF NORTHERN VIRGINIA AND HALIFAX WITH BOTH MEDICARE ADVANTAGE AND MEDICAID PLANS. 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 2020. |
| 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 INTERESTS, 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 THE 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 29 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 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: | CHANGE IN FUNDED STATUS OF PENSION LIABILITY -165,254,973. PARTNERSHIP INCOME BOOK < TAX -87,902. RECLASS OF INTERCOMPANY ACCTS TO EQUITY 277,245,869. SUBPART F INCOME NOT ON BOOKS -14,682,835. |
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 | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|
| SENTARA QUALITY CARE NETWORK LLC | ||||||||
| 6015 POPLAR HALL DRIVE | NORFOLK | VA | 23502 | 461265616 | HEALTH CARE | VA | $3,177,478 | SENTARA HEALTHCARE |
| SENTARA ACCOUNTABLE CARE ORGANIZATION LLC | ||||||||
| 6016 POPLAR HALL DRIVE | NORFOLK | VA | 23503 | 842210068 | HEALTH CARE | VA | SENTARA HEALTHCARE | |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (21 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 | HEALTH CARE | VA | 501(C)(3) | LINE 3 | SENTARA HOSPITALS | Yes (1) |
| SENTARA HOSPITALS | ||||||||||
| 6015 POPLAR HALL DRIVE | NORFOLK | VA | 23502 | 541547408 | HEALTH CARE | VA | 501(C)(3) | LINE 3 | SENTARA HEALTHCARE | Yes (1) |
| SENTARA MEDICAL GROUP | ||||||||||
| 6015 POPLAR HALL DRIVE | NORFOLK | VA | 23502 | 541217184 | HEALTH CARE | VA | 501(C)(3) | LINE 10 | SENTARA HEALTHCARE | Yes (1) |
| SENTARA ENTERPRISES | ||||||||||
| 6015 POPLAR HALL DRIVE | NORFOLK | VA | 23502 | 541917649 | HEALTH CARE | VA | 501(C)(3) | LINE 10 | SENTARA HEALTHCARE | Yes (1) |
| SENTARA LIFE CARE CORP | ||||||||||
| 6015 POPLAR HALL DRIVE | NORFOLK | VA | 23502 | 541217183 | HEALTH CARE | 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 | HEALTH CARE | VA | 501(C)(3) | LINE 3 | SENTARA HEALTHCARE | Yes (1) |
| SENTARA RMH MEDICAL CENTER | ||||||||||
| 6015 POPLAR HALL DRIVE | NORFOLK | VA | 23502 | 540506331 | HEALTH CARE | 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 | HEALTH CARE | VA | 501(C)(3) | LINE 3 | SENTARA BLUE RIDGE LLC | Yes (1) |
| OPTIMA FAMILY CARE OF NC 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) |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (22 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 | UBI Code VUBICodeVAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MANAGEMENT SERVICES LLC | ||||||||||||||
| 814 GREENBRIER CIRCLE | CHESAPEAKE | VA | 23320 | 541365012 | HLTH MGT SV | VA | SVI | UNRELATED | $11,034 | $402,926 | 0 | 0 | 0.40000 | |
| MANAGEMENT SERVICES LLC | ||||||||||||||
| 814 GREENBRIER CIRCLE | CHESAPEAKE | VA | 23320 | 541365012 | HLTH MGT SV | VA | SH | UNRELATED | $5,517 | $151,468 | 0 | 0 | 0.20000 | |
| OBICI REAL ESTATE HOLDINGS LLC | ||||||||||||||
| 6015 POPLAR HALL DRIVE | NORFOLK | VA | 23502 | 261749881 | RE RENTAL | VA | SH | RELATED | $97,155 | $3,344,761 | 0 | 0 | 0.71790 | |
| PRINCESS ANNE AMB SURG MGT LLC | ||||||||||||||
| 1975 GLENN MITCHELL STE 300 | VA BEACH | VA | 23456 | 204920880 | HEALTH CARE | VA | SH | RELATED | $1,891,993 | $3,663,609 | 0 | 0 | 0.52590 | |
| VA BEACH AMBULATORY SURGERY CENTER | ||||||||||||||
| 1700 WILL O WISP DRIVE | VA BEACH | VA | 23454 | 541448218 | HEALTH CARE | VA | SH | RELATED | $621,968 | $3,406,964 | 0 | 0 | 0.50000 | |
| CANCER CENTERS OF VA LLC | ||||||||||||||
| 5900 LAKE WRIGHT DRIVE | NORFOLK | VA | 23502 | 201338518 | HEALTH CARE | VA | SH | RELATED | -$1,362,451 | $8,482,721 | 0 | 0 | 0.50000 | |
| HAMPTON ROADS LITHOTRIPSY LLC | ||||||||||||||
| 225 CLEARFIELD AVE | VIRGINIA BEACH | VA | 23462 | 200942600 | HEALTH CARE | VA | SVI | UNRELATED | $371,314 | $124,647 | 0 | 0 | 0.33330 | |
| RADIOLOGY SERVICES OF HAMPTON ROADS LC | ||||||||||||||
| 814 GREENBRIER CIRCLE STE L | CHESAPEAKE | VA | 23320 | 541774472 | HEALTH CARE | VA | SE | RELATED | -$80,340 | $1,078,088 | 0 | 0 | 0.25000 | |
| RADIOLOGY SERVICES OF HAMPTON ROADS LC | ||||||||||||||
| 814 GREENBRIER CIRCLE STE L | CHESAPEAKE | VA | 23320 | 541774472 | HEALTH CARE | VA | SH | RELATED | -$80,340 | $1,078,088 | 0 | 0 | 0.25000 | |
| SENTARA OBICI AMBULATORY SURGERY LLC | ||||||||||||||
| 2750 GODWIN BLVD | SUFFOLK | VA | 23434 | 260144898 | HEALTH CARE | VA | SH | RELATED | $476,578 | $1,974,315 | 0 | 0 | 0.61540 | |
| ST LUKES PROPERTIES LLC | ||||||||||||||
| 6015 POPLAR HALL DRIVE | NORFOLK | VA | 23502 | 272774684 | MOB RENTAL | VA | SE | RELATED | $121,712 | $4,093,489 | 0 | 0 | 0.70000 | |
| POTOMAC INOVA HEALTHCARE ALLIANCE LLC | ||||||||||||||
| 8110 GATEHOUSE RD STE 400W | FALLS CHURCH | VA | 22042 | 541802733 | HEALTH CARE | VA | PHC | RELATED | $347,177 | $1,623,560 | 0 | 0 | 0.50000 | |
| CAREPLEX ORTHOPAEDIC ASC LLC | ||||||||||||||
| 3000 COLISEUM DRIVE | HAMPTON | VA | 23666 | 271867311 | HEALTH CARE | VA | SH | RELATED | $2,742,135 | $2,693,761 | 0 | 0 | 0.50000 | |
| PHYSICAL THERAPY ACACLLC | ||||||||||||||
| 501 ALBEMARLE SQUARE | CHARLOTTESVILLE | VA | 22901 | 260080717 | HEALTH CARE | VA | MJME | UNRELATED | $182,582 | $761,926 | 0 | 0 | 0.50000 | |
| MNS SUPPLY CHAIN NETWORK LLC | ||||||||||||||
| 11525 N COMMUNITY HOUSE RD STE 450 | CHARLOTTE | NC | 28277 | 454235238 | GPO | DE | SHC | UNRELATED | -$14,874 | $42,312 | 0 | Yes (1) | 0.33330 | -$14,874 |
| LAKE RIDGE AMBULATORY SURGERY CENTER LLC | ||||||||||||||
| 12825 MINNIEVILLE RD STE 204 | WOODBRIDGE | VA | 22192 | 455347932 | HEALTH CARE | VA | PHC | RELATED | $245,865 | $1,608,837 | 0 | 0 | 0.58820 | |
| MEDSTREAMING LLC | ||||||||||||||
| 9840 WILLOWS ROAD NE SUITE 200 | REDMOND | WA | 98052 | 451573625 | SOFTWARE DEV | WA | SVI | UNRELATED | -$1,658,842 | 0 | 0 | 0.62400 | ||
| HIGHLAND CORE FIXED INCOME FUND | ||||||||||||||
| C/O GTC 12 GILL ST SUITE 2600 | WOBURN | MA | 01801 | 474618533 | POOLED INV FD | DE | SHC | EXCLUDED | $47,390,137 | $874,218,652 | Yes (1) | 0 | 0.86630 | |
| HIGHLAND EQUITY FUND | ||||||||||||||
| C/O GTC 12 GILL ST SUITE 2600 | WOBURN | MA | 01801 | 474606269 | POOLED INV FD | DE | SHC | EXCLUDED | $110,114,569 | $2,102,116,142 | Yes (1) | 0 | 0.90880 | |
| HIGHLAND PUBLIC INFLATION HEDGES FD | ||||||||||||||
| C/O GTC 12 GILL ST SUITE 2600 | WOBURN | MA | 01801 | 474601867 | POOLED INV FD | DE | SHC | EXCLUDED | $9,780,861 | $347,279,553 | Yes (1) | 0 | 0.85440 | |
| LEIGH ORTHOPEDIC SURGERY CENTER LLC | ||||||||||||||
| 830 KEMPSVILLE ROAD | NORFOLK | VA | 23502 | 832402528 | HEALTH CARE | VA | SH | RELATED | $38,651 | $3,051,400 | 0 | 0 | 0.51000 | |
| SURGICAL SUITES OF COASTAL VIRGINIA LLC | ||||||||||||||
| 400 SENTARA CIRCLE | WILLIAMSBURG | VA | 23188 | 833205375 | HEALTH CARE | VA | SH | RELATED | -$341,176 | $1,897,599 | 0 | 0 | 0.51000 | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (21 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 | $51,717 | $4,721,382 | 1.00000 | 0 | |||||
| SENTARA HEALTH PLANS INC | |||||||||||||||||
| 6015 POPLAR HALL DRIVE | NORFOLK | VA | 23502 | 522368125 | TPA | VA | SENTARA HOLDINGS INC | C | $43,279,886 | $83,303,209 | 1.00000 | 0 | |||||
| OPTIMA HEALTH GROUP | |||||||||||||||||
| 6015 POPLAR HALL DRIVE | NORFOLK | VA | 23502 | 541473382 | HMO | VA | SENTARA HEALTH PLANS INC | C | $46,221 | $2,621,722 | 1.00000 | 0 | |||||
| OPTIMA HEALTH INSURANCE COMPANY | |||||||||||||||||
| 6015 POPLAR HALL DRIVE | NORFOLK | VA | 23502 | 541642752 | HEALTH INSURANCE | VA | SENTARA HEALTH PLANS INC | C | $38,966,404 | $21,953,850 | 1.00000 | 0 | |||||
| OPTIMA BEHAVIORAL HEALTH SERVICES | |||||||||||||||||
| 6015 POPLAR HALL DRIVE | NORFOLK | VA | 23502 | 621382666 | MENTAL HEALTH SVCS | VA | SENTARA HEALTH PLANS INC | C | $6,781,183 | $536,653 | 1.00000 | 0 | |||||
| SENTARA VENTURES INC | |||||||||||||||||
| 6015 POPLAR HALL DRIVE | NORFOLK | VA | 23502 | 541688615 | HOLDING COMPANY | VA | SENTARA HOLDINGS INC | C | $23,607,321 | $24,606,618 | 1.00000 | 0 | |||||
| SENTARA HEALTH INSURANCE CO OF NC | |||||||||||||||||
| 6015 POPLAR HALL DRIVE | NORFOLK | VA | 23502 | 471888140 | HEALTH INSURANCE | NC | SENTARA HOLDINGS INC | C | $59,508 | $2,605,209 | 1.00000 | 0 | |||||
| SENTARA HEALTH PLANS OF NC INC | |||||||||||||||||
| 6015 POPLAR HALL DRIVE | NORFOLK | VA | 23502 | 465510421 | TPA | NC | SENTARA HOLDINGS INC | C | $5,000 | 1.00000 | 0 | ||||||
| MANAGED CARE SERVICES INC | |||||||||||||||||
| 6015 POPLAR HALL DRIVE | NORFOLK | VA | 23502 | 815421060 | ALT HEALTH DELIVERY | VA | SENTARA HEALTH PLANS INC | C | $34,009,513 | $4,502,516 | 1.00000 | 0 | |||||
| SENTARA SOUTHSIDE HEALTH SERVICES INC | |||||||||||||||||
| 6015 POPLAR HALL DRIVE | NORFOLK | VA | 24592 | 541417772 | HEALTH SERVICES | VA | HALIFAX REGIONAL HOSPITAL INC | C | $1,236,166 | $1,884,289 | 1.00000 | 0 | |||||
| DOMINION HEALTH MEDICAL ASSOCIATES LTD | |||||||||||||||||
| 6015 POPLAR HALL DRIVE | NORFOLK | VA | 24592 | 541060357 | PHYS PRACTICE | VA | HALIFAX REGIONAL PROFESSIONAL SERVICES LLC | C | $29,244,784 | $10,436,099 | 1.00000 | 0 | |||||
| SMG INNOVATIONS INC | |||||||||||||||||
| 6015 POPLAR HALL DRIVE | NORFOLK | VA | 23502 | 203730331 | HEALTH CARE | VA | SENTARA MEDICAL GROUP | C | $6,812,419 | $1,235,869 | 1.00000 | 0 | |||||
| POTOMAC VENTURES CORP | |||||||||||||||||
| 6015 POPLAR HALL DRIVE | NORFOLK | VA | 23502 | 541441420 | PHARMACY | VA | POTOMAC HOSPITAL CORP | C | $233,038 | $3,076,161 | 1.00000 | 0 | |||||
| ROCKINGHAM HEALTH SERVICES INC | |||||||||||||||||
| 6015 POPLAR HALL DRIVE | NORFOLK | VA | 23502 | 541721387 | CONTRACTING SVCS | VA | SENTARA RMH MEDICAL CENTER | C | 1.00000 | 0 | |||||||
| MARTHA JEFFERSON MEDICAL ENTERPRISES INC | |||||||||||||||||
| 6015 POPLAR HALL DRIVE | NORFOLK | VA | 23502 | 541841528 | MEDICAL BILLING SVCS | VA | MARTHA JEFFERSON HOSPITAL | C | $182,582 | $4,029,559 | 1.00000 | 0 | |||||
| BAY PRIMEX INSURANCE COMPANY LTD | |||||||||||||||||
| 980704114 | OTHER INSURANCE FUNDS | SENTARA HEALTHCARE | C | $21,105,764 | $93,895,378 | 1.00000 | 0 | 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 | $10,601,020 | $32,090,943 | 1.00000 | 0 | |||||
| THE PORT WARWICK MEDICAL ARTS BUILDING ASSOCIATION | |||||||||||||||||
| 6015 POPLAR HALL DRIVE | NORFOLK | VA | 23502 | 562295574 | BUILDING ASSOCIATION | VA | OPACC I LLC | C | $245,552 | $525,851 | 0.86100 | 0 | |||||
| MEDSTREAMING EGYPT SOFTWARE | |||||||||||||||||
| CONSULTING | MEDSTREAMING INC | C | $2,506,129 | $81,325 | 0.97000 | 0 | 15 ANMAR IBN YASSER ST | CAIRO | EG | EG | |||||||
| HIGHLAND DIRECT HEDGED EQUITY FUND LTD | |||||||||||||||||
| INVESTMENT | SENTARA HEALTHCARE | C | $26,697,249 | $405,803,838 | 0.70210 | 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 | $11,245,244 | $13,960,803 | 0.57190 | 0 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (1) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | 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 | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (49 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| BAY PRIMEX INSURANCE COMPANY LTD | ||
| S | $9,701,066 | CORP BOOKS/REC |
| CLARKSVILLE SENIOR CARE | ||
| B | $9,758,753 | CORP BOOKS/REC |
| CLARKSVILLE SENIOR CARE | ||
| L | $317,480 | CORP BOOKS/REC |
| DOMINION HEALTH MEDICAL ASSOCIATES | ||
| L | $482,163 | CORP BOOKS/REC |
| HALIFAX REGIONAL DEVELOPMENT FOUNDATION | ||
| B | $150,121 | CORP BOOKS/REC |
| HALIFAX REGIONAL HOSPITAL | ||
| C | $33,048,437 | CORP BOOKS/REC |
| HALIFAX REGIONAL HOSPITAL | ||
| L | $2,739,991 | CORP BOOKS/REC |
| HALIFAX REGIONAL LONG TERM CARE | ||
| B | $14,276,112 | CORP BOOKS/REC |
| HALIFAX REGIONAL LONG TERM CARE | ||
| L | $222,128 | CORP BOOKS/REC |
| HALIFAX REGIONAL PROPERTIES | ||
| B | $55,592 | CORP BOOKS/REC |
| MARTHA JEFFERSON HOSPITAL | ||
| B | $259,887,087 | CORP BOOKS/REC |
| MARTHA JEFFERSON HOSPITAL | ||
| C | $3,182,421 | CORP BOOKS/REC |
| MARTHA JEFFERSON HOSPITAL | ||
| L | $10,408,079 | CORP BOOKS/REC |
| MPB INC | ||
| B | $35,693,748 | CORP BOOKS/REC |
| MPB INC | ||
| K | $1,104,449 | CORP BOOKS/REC |
| MPB INC | ||
| L | $1,882,381 | CORP BOOKS/REC |
| MPB INC | ||
| Q | $1,081,305 | CORP BOOKS/REC |
| OBICI ASC | ||
| Q | $227,641 | CORP BOOKS/REC |
| POTOMAC HOSPITAL CORP OF PRINCE WILLIAM | ||
| C | $2,453,280 | CORP BOOKS/REC |
| POTOMAC HOSPITAL CORP OF PRINCE WILLIAM | ||
| B | $177,440,217 | CORP BOOKS/REC |
| POTOMAC HOSPITAL CORP OF PRINCE WILLIAM | ||
| L | $7,246,870 | CORP BOOKS/REC |
| PRINCESS ANNE ASC | ||
| Q | $468,874 | CORP BOOKS/REC |
| SENTARA ALBEMARLE PHYSICIANS SERVICES | ||
| L | $446,909 | CORP BOOKS/REC |
| SENTARA ENTERPRISES | ||
| B | $2,184,850 | CORP BOOKS/REC |
| SENTARA ENTERPRISES | ||
| C | $878,055 | CORP BOOKS/REC |
| SENTARA ENTERPRISES | ||
| L | $2,567,686 | CORP BOOKS/REC |
| SENTARA HEALTH PLANS INC | ||
| L | $13,961,956 | CORP BOOKS/REC |
| SENTARA HEALTH PLANS INC | ||
| Q | $37,508,255 | CORP BOOKS/REC |
| SENTARA HEALTH PLANS INC | ||
| S | $4,092,580 | CORP BOOKS/REC |
| SENTARA HOSPITALS | ||
| C | $1,087,837,294 | CORP BOOKS/REC |
| SENTARA HOSPITALS | ||
| L | $71,576,621 | CORP BOOKS/REC |
| SENTARA HOSPITALS | ||
| N | $1,380,794 | CORP BOOKS/REC |
| SENTARA LIFE CARE CORP | ||
| C | $16,914,359 | CORP BOOKS/REC |
| SENTARA LIFE CARE CORP | ||
| L | $1,520,282 | CORP BOOKS/REC |
| SENTARA MEDICAL GROUP | ||
| C | $32,448,541 | CORP BOOKS/REC |
| SENTARA MEDICAL GROUP | ||
| K | $67,348 | CORP BOOKS/REC |
| SENTARA MEDICAL GROUP | ||
| L | $5,801,898 | CORP BOOKS/REC |
| SENTARA PRINCESS ANNE HOSPITAL | ||
| A | $7,899,753 | CORP BOOKS/REC |
| SENTARA PRINCESS ANNE HOSPITAL | ||
| D | $139,424,197 | CORP BOOKS/REC |
| SENTARA PRINCESS ANNE HOSPITAL | ||
| L | $8,175,989 | CORP BOOKS/REC |
| SENTARA PRINCESS ANNE HOSPITAL | ||
| Q | $180,922,117 | CORP BOOKS/REC |
| SENTARA PRINCESS ANNE HOSPITAL | ||
| S | $11,866,433 | CORP BOOKS/REC |
| SENTARA RMH MEDICAL CENTER | ||
| B | $361,303,374 | CORP BOOKS/REC |
| SENTARA RMH MEDICAL CENTER | ||
| C | $4,465,228 | CORP BOOKS/REC |
| SENTARA RMH MEDICAL CENTER | ||
| L | $13,984,163 | CORP BOOKS/REC |
| SMG INNOVATIONS INC | ||
| Q | $111,415 | CORP BOOKS/REC |
| VALLEY WELLNESS CENTER | ||
| B | $2,248,783 | CORP BOOKS/REC |
| VALLEY WELLNESS CENTER | ||
| L | $89,757 | CORP BOOKS/REC |
| OPTIMA FAMILY CARE OF NC OF INC | ||
| B | $1,500,000 | CORP BOOKS/REC |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, SCHEDULE R | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION AND ITS SUBSIDIARIES PARTICIPATE IN CASH MANAGEMENT ARRANGEMENTS WHEREBY ALL CASH OPERATING ACCOUNTS ARE SWEPT INTO OR FUNDED BY A MASTER OVERNIGHT INVESTMENT ACCOUNT ON A DAILY BASIS, IN ORDER TO MAINTAIN A $0 BALANCE IN ALL OPERATING ACCOUNTS AND MAXIMIZE INVESTMENT EARNINGS. THE DAILY TRANSFERS OF CASH, WHICH RESULT FROM THIS CONSOLIDATED CASH ARRANGEMENT, HAVE NOT BEEN REPORTED ON SCHEDULE R PART V. | ExplanationTxt |