SENTARA HEALTH: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- SENTARA HEALTH (EIN 52-1271901)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-10
- IRS object ID
- 201643159349300429
- Schema version
- 2015v2.1
- Note
- A later return for the same period supersedes this one.
- 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 L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-10T11:06:38-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | 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 | SR VP/CFO/TREASURER | PersonTitleTxt |
| Phone | 7574557020 | PhoneNum |
| Signature | 2016-11-10 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | 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 | $495,300,091 | 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 | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 621 | TotalEmployeeCnt |
| Total Volunteers | 28 | TotalVolunteersCnt |
| Total Gross UBI | $1,893,033 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $518,841 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $29,714,011 | PYContributionsGrantsAmt |
| CY Contributions Grants | $25,243,485 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $76,282,194 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $78,508,928 | CYProgramServiceRevenueAmt |
| PY Investment Income | $152,162,694 | PYInvestmentIncomeAmt |
| CY Investment Income | $118,065,181 | CYInvestmentIncomeAmt |
| PY Other Revenue | $22,303,584 | PYOtherRevenueAmt |
| CY Other Revenue | $10,148,428 | CYOtherRevenueAmt |
| PY Total Revenue | $280,462,483 | PYTotalRevenueAmt |
| CY Total Revenue | $231,966,022 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,073,939 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $22,249,350 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $73,808,562 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $81,962,896 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $45,962 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $14,865 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $573,137 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $49,902,651 | PYOtherExpensesAmt |
| CY Other Expenses | $52,518,721 | CYOtherExpensesAmt |
| PY Total Expenses | $125,831,114 | PYTotalExpensesAmt |
| CY Total Expenses | $156,745,832 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $154,631,369 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $75,220,190 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,234,702,724 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,314,890,142 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,837,521,879 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,945,116,675 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,397,180,845 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,369,773,467 | 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 | $128,654,417 | ExpenseAmt |
| Grant | $22,249,350 | GrantAmt |
| Revenue | $86,764,323 | RevenueAmt |
| Desc | SEE SCHEDULE O. | Desc |
| Total Program Service Expenses | $128,654,417 | 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 |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| 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 | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | 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 | 191 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 621 | 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 18 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | 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 | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | 0 | 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 (41 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 | ||||
| DAVID L BERND | ||||||||||
| CEO/DIRECTOR | 40.00 | 11.20 | Yes (X) | $3,297,673 | $0 | $78,898 | Yes (X) | |||
| JOAN P BROCK | ||||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DIAN T CALDERONE | ||||||||||
| DIRECTOR | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| FREDERICK C COBLE | ||||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| LAWRENCE G CUMMING | ||||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JACK L EZZELL JR | ||||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ROBERT C FORT | ||||||||||
| DIRECTOR/CHAIRMAN (THRU 10/15) | 2.00 | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| L ALVIN GARRISON JR | ||||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| J LES HALL | ||||||||||
| DIRECTOR (EFFEC 11/15) | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| RICHARD O HARRELL III | ||||||||||
| DIRECTOR (RESIGNED 1/29/15) | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| HENRY U HARRIS III | ||||||||||
| DIRECTOR/VICE CHAIRMAN/CHAIRMAN (EFFEC 11/15) | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| ANN E C HOMAN | ||||||||||
| DIRECTOR | 1.00 | 3.20 | Yes (X) | $0 | $0 | $0 | ||||
| CHARLES F LOVELL JR MD | ||||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $900 | $0 | ||||
| L ALLAN PARROTT JR | ||||||||||
| DIRECTOR (EFFEC 11/15) | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| PETER D PRUDEN III | ||||||||||
| DIRECTOR/VICE CHAIRMAN (EFFEC 11/15) | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| MARC B SHARP | ||||||||||
| DIRECTOR (THRU 11/15) | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| CAROL C THOMAS | ||||||||||
| DIRECTOR (EFFEC 5/15) | 1.00 | 6.00 | Yes (X) | $0 | $0 | $0 | ||||
| MARION WALL | ||||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| THOMAS L WOODWARD | ||||||||||
| DIRECTOR (THRU 11/15) | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ROBERT A BROERMANN | ||||||||||
| CFO | 40.00 | 11.00 | $2,302,226 | $0 | $30,888 | Yes (X) | ||||
| HOWARD P KERN | ||||||||||
| COO/PRESIDENT | 40.00 | 10.20 | $3,162,206 | $0 | $1,734,160 | Yes (X) | ||||
| JEFFREY P KING | ||||||||||
| SECRETARY | 40.00 | 7.00 | $644,028 | $0 | $86,140 | Yes (X) | ||||
| SAMUEL J HAWLEY | ||||||||||
| ASSIST. SECRETARY (EFFEC 11/15) | 40.00 | 2.00 | $146,046 | $0 | $20,892 | Yes (X) | ||||
| MICHAEL M DUDLEY | ||||||||||
| KE (SHC SVP & PRESIDENT, SHP) | 10.00 | 41.00 | $973,032 | $0 | $1,377,319 | Yes (X) | ||||
| VICKY G GRAY | ||||||||||
| KE (SVP, SYSTEM DEVELOPMENT) | 40.00 | 1.00 | $825,987 | $0 | $40,796 | Yes (X) | ||||
| TERRY M GILLILAND MD | ||||||||||
| KE (SVP & CMO) | 40.00 | 5.20 | $1,300,255 | $0 | $148,987 | Yes (X) | ||||
| KENNETH M KRAKAUR | ||||||||||
| KE (SVP & PRESIDENT PENINSULA REGION) | 40.00 | 1.00 | $538,319 | $0 | $49,075 | Yes (X) | ||||
| MICHAEL V TAYLOR | ||||||||||
| KE (SVP HUMAN RESOURCES) | 40.00 | 0.00 | $1,284,419 | $0 | $33,270 | Yes (X) | ||||
| LESTER R ELJAIEK | ||||||||||
| VP, HOSPITAL FINANCE | 40.00 | 0.00 | $466,600 | $0 | $51,833 | Yes (X) | ||||
| MEGAN R PERRY | ||||||||||
| CVP, MERGERS & ACQUISITIONS | 40.00 | 1.00 | $763,626 | $0 | $209,846 | Yes (X) | ||||
| DOUGLAS M THOMPSON | ||||||||||
| VP, DECISION SUPPORT | 40.00 | 0.00 | $600,866 | $0 | $40,171 | Yes (X) | ||||
| GRACE R HINES | ||||||||||
| CVP, SYSTEM INTERGRATION | 40.00 | 0.00 | $574,798 | $0 | $29,808 | Yes (X) | ||||
| GARY R YATES MD | ||||||||||
| PRESIDENT, SHC QUALITY CARE NETWORK | 40.00 | 0.00 | $530,804 | $0 | $64,016 | Yes (X) | ||||
| VIKKI CHARLES | ||||||||||
| VP, CORP FINANCE | 40.00 | 0.00 | $398,119 | $0 | $49,251 | Yes (X) | ||||
| MARY L BLUNT | ||||||||||
| FORMER OFFICER | 0.00 | 41.00 | $0 | $956,958 | $57,500 | Yes (X) | ||||
| MICHAEL V GENTRY | ||||||||||
| FORMER OFFICER | 0.00 | 47.00 | $0 | $916,949 | $108,495 | Yes (X) | ||||
| DAVID R MAIZEL MD | ||||||||||
| FORMER OFFICER | 0.00 | 0.00 | $454,414 | $0 | $61,540 | Yes (X) | ||||
| GENEMARIE W MCGEE | ||||||||||
| FORMER OFFICER | 0.00 | 40.00 | $0 | $374,903 | $55,803 | Yes (X) | ||||
| BERTRAM S REESE | ||||||||||
| FORMER OFFICER | 0.00 | 40.00 | $0 | $950,428 | -$12,956 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $18,263,418 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $3,200,138 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $4,315,732 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 133 | 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 | |||||
| P O BOX 824857 | PHILADELPHIA | PA | 19182 | COMMERCIAL INSURANCE UNDERWRITER | $2,946,872 |
| EPAM SYSTEMS INC | |||||
| P O BOX 822469 | PHILADELPHIA | PA | 19182 | SOFTWARE ENGINEERING | $1,752,566 |
| TRUVEN HEALTH ANALYTICS INC | |||||
| P O BOX 95334 | CHICAGO | IL | 60694 | HEALTHCARE CONSULTANTS | $1,632,836 |
| KPMG | |||||
| P O BOX 71544 | CHICAGO | IL | 60694 | PROFESSIONAL SERVICES | $1,527,711 |
| TOWERS WATSON INC | |||||
| P O BOX 277665 | ATLANTA | GA | 303847665 | PROFESSIONAL SERVICES | $999,989 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 59 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $23,955,232 | RelatedOrganizationsAmt |
| All Other Contributions | $1,288,253 | AllOtherContributionsAmt |
| Total Contributions | $25,243,485 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| SUPPORT SERVICES | 900099 | $78,285,418 | $77,041,698 | $1,243,720 |
| WORKING DESIGN | 900099 | $223,510 | $214,821 | $8,689 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $78,508,928 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $43,487,068 | TotalRevenueColumnAmt |
| Exclusion | $43,487,068 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $337,912,182 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $263,334,069 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $74,578,113 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $74,578,113 | TotalRevenueColumnAmt |
| Exclusion | $74,578,113 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| INTERCO INTEREST CHARGES | 900099 | $7,198,404 | $7,198,404 | |
| PROPERTY MANAGEMENT FEES | 900099 | $964,900 | $962,285 | $2,615 |
| EARNINGS FROM ALT. INV. | 524298 | $638,009 | $638,009 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,347,115 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,347,115 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $10,148,428 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $231,966,022 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $86,764,323 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $1,893,033 | UnrelatedBusinessRevenueAmt |
| Exclusion | $118,065,181 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,856,588 | TotalAmt |
| Program Services | $21,856,588 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $392,762 | TotalAmt |
| Program Services | $392,762 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,593,048 | TotalAmt |
| Program Services | $14,316,647 | ProgramServicesAmt |
| Management And General | $4,276,401 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $269,207 | TotalAmt |
| Program Services | $207,289 | ProgramServicesAmt |
| Management And General | $61,918 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,471,117 | TotalAmt |
| Program Services | $34,003,344 | ProgramServicesAmt |
| Management And General | $10,156,843 | ManagementAndGeneralAmt |
| Fundraising | $310,930 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,748,212 | TotalAmt |
| Program Services | $4,404,114 | ProgramServicesAmt |
| Management And General | $1,315,515 | ManagementAndGeneralAmt |
| Fundraising | $28,583 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,101,501 | TotalAmt |
| Program Services | $6,973,338 | ProgramServicesAmt |
| Management And General | $2,082,945 | ManagementAndGeneralAmt |
| Fundraising | $45,218 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,779,811 | TotalAmt |
| Program Services | $2,893,278 | ProgramServicesAmt |
| Management And General | $864,226 | ManagementAndGeneralAmt |
| Fundraising | $22,307 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,780,999 | TotalAmt |
| Program Services | $3,681,369 | ProgramServicesAmt |
| Management And General | $1,099,630 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $615,252 | TotalAmt |
| Program Services | $473,744 | ProgramServicesAmt |
| Management And General | $141,508 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,106,977 | TotalAmt |
| Program Services | $852,372 | ProgramServicesAmt |
| Management And General | $254,605 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,279 | TotalAmt |
| Program Services | $34,095 | ProgramServicesAmt |
| Management And General | $10,184 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,865 | TotalAmt |
| Fundraising | $14,865 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,535,406 | TotalAmt |
| Program Services | $7,342,263 | ProgramServicesAmt |
| Management And General | $2,193,143 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,147,282 | TotalAmt |
| Program Services | $6,118,407 | ProgramServicesAmt |
| Management And General | $1,020,875 | ManagementAndGeneralAmt |
| Fundraising | $8,000 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,973,843 | TotalAmt |
| Program Services | $4,589,809 | ProgramServicesAmt |
| Management And General | $1,370,982 | ManagementAndGeneralAmt |
| Fundraising | $13,052 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,382,200 | TotalAmt |
| Program Services | $2,569,429 | ProgramServicesAmt |
| Management And General | $767,492 | ManagementAndGeneralAmt |
| Fundraising | $45,279 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,806,416 | TotalAmt |
| Program Services | $2,160,940 | ProgramServicesAmt |
| Management And General | $645,476 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,272,113 | TotalAmt |
| Program Services | $979,527 | ProgramServicesAmt |
| Management And General | $292,586 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $559,372 | TotalAmt |
| Program Services | $430,716 | ProgramServicesAmt |
| Management And General | $128,656 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $145,918 | TotalAmt |
| Program Services | $112,357 | ProgramServicesAmt |
| Management And General | $33,561 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,707,654 | TotalAmt |
| Program Services | $10,704,609 | ProgramServicesAmt |
| Management And General | $3,045 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $486,157 | TotalAmt |
| Program Services | $374,341 | ProgramServicesAmt |
| Management And General | $111,816 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,896 | TotalAmt |
| Program Services | $30,720 | ProgramServicesAmt |
| Management And General | $9,176 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| UNRELATED BUSINESS TAX | $500,000 | $500,000 | ||
| PURCHASED & CONTRACTED | $1,969,141 | $1,456,422 | $435,035 | $77,684 |
| ORGANIZATIONAL DUES | $1,583,152 | $1,219,027 | $364,125 | |
| TAXES & LICENSES | $589,844 | $454,180 | $135,664 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$727,180 | TotalAmt |
| Program Services | -$477,270 | ProgramServicesAmt |
| Management And General | -$257,129 | ManagementAndGeneralAmt |
| Fundraising | $7,219 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $156,745,832 | TotalAmt |
| Program Services | $128,654,417 | ProgramServicesAmt |
| Management And General | $27,518,278 | ManagementAndGeneralAmt |
| Fundraising | $573,137 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $470,480,613 | BOYAmt |
| EOY | $507,278,591 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $678,294 | BOYAmt |
| EOY | $1,023,163 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $146,659,181 | BOYAmt |
| EOY | $142,078,291 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,208,298 | BOYAmt |
| EOY | $6,790,293 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $21,999,932 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $16,459,471 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,026,581 | BOYAmt |
| EOY | $5,540,461 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,015,116,613 | BOYAmt |
| EOY | $1,951,785,436 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $444,047,828 | BOYAmt |
| EOY | $625,588,824 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $148,485,316 | BOYAmt |
| EOY | $74,805,083 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,234,702,724 | BOYAmt |
| EOY | $3,314,890,142 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $147,954,335 | BOYAmt |
| EOY | $202,520,295 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $787,988 | BOYAmt |
| EOY | $31,586,130 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,375 | BOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,295,306,260 | BOYAmt |
| EOY | $1,272,889,487 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $393,450,921 | BOYAmt |
| EOY | $438,120,763 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,837,521,879 | BOYAmt |
| EOY | $1,945,116,675 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,394,370,485 | BOYAmt |
| EOY | $1,366,147,634 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,810,360 | BOYAmt |
| EOY | $3,625,833 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,397,180,845 | BOYAmt |
| EOY | $1,369,773,467 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,234,702,724 | BOYAmt |
| EOY | $3,314,890,142 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $75,220,190 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$150,381,164 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $47,753,596 | 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 | $66,189,186 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $21,133,614 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $29,774,513 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $29,714,011 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $25,243,485 | CurrentTaxYearAmt |
| Total | $172,054,809 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $66,189,186 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $21,133,614 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $29,774,513 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $29,714,011 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $25,243,485 | CurrentTaxYearAmt |
| Total | $172,054,809 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $172,054,809 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $40,093,753 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $42,959,801 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $40,863,885 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $57,200,957 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $43,487,068 | CurrentTaxYearAmt |
| Total | $224,605,464 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $866,623 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,182,283 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $619,603 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $697,409 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $342,235 | CurrentTaxYearAmt |
| Total | $3,708,153 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $400,368,426 | TotalSupportAmt |
| Public Support CY170 | 0.42970 | PublicSupportCY170Pct |
| Public Support PY170 | 0.42050 | 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 | $52,649 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | Yes (1) | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $234,616 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $287,265 | 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 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 | $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 |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $77,170,379 | BeginningYearBalanceAmt |
| Contributions | $1,048,397 | ContributionsAmt |
| Investment Earnings Or Losses | $2,784,835 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $450,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $84,084 | OtherExpendituresAmt |
| End Year Balance | $80,469,527 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $71,429,647 | BeginningYearBalanceAmt |
| Contributions | $783,033 | ContributionsAmt |
| Investment Earnings Or Losses | $5,356,116 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $190,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $208,417 | OtherExpendituresAmt |
| End Year Balance | $77,170,379 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $61,588,154 | BeginningYearBalanceAmt |
| Contributions | $612,380 | ContributionsAmt |
| Investment Earnings Or Losses | $9,724,182 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $210,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $285,069 | OtherExpendituresAmt |
| End Year Balance | $71,429,647 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $73,911,554 | BeginningYearBalanceAmt |
| Contributions | $492,273 | ContributionsAmt |
| Investment Earnings Or Losses | -$12,427,191 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $187,348 | GrantsOrScholarshipsAmt |
| Other Expenditures | $201,134 | OtherExpendituresAmt |
| End Year Balance | $61,588,154 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.95520 | BoardDesignatedBalanceEOYPct |
| Term Endowment Balance EOY | 0.04480 | 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 | $4,519,793 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,745,551 | DepreciationAmt |
| Book Value | $774,242 | 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 | $13,858,643 | OtherCostOrOtherBasisAmt |
| Depreciation | $12,086,177 | DepreciationAmt |
| Book Value | $1,772,466 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $899,339 | OtherCostOrOtherBasisAmt |
| Depreciation | $399,406 | DepreciationAmt |
| Book Value | $499,933 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $5,540,461 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (18 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| JPMORGAN MULTI STRATEGY FUND | $26,816,897 | F |
| OAKTREE MEZZANINE FUND II | $744,483 | F |
| UBS TRUMBULL PROPERTY INCOME FUND | $153,957,732 | F |
| UBS TRUMBULL PROPERTY FUND | $74,210,748 | F |
| OAKTREE REAL ESTATE OPPORTUNITIES FUND IV | $4,496,452 | F |
| OAKTREE REAL ESTATE OPPORTUNITIES FUND V | $7,291,607 | F |
| HEALTH ENTERPRISES PARTNERS I, LP | $1,351,455 | F |
| SANTE HEALTH VENTURES I, LP | $3,181,346 | F |
| SANTE HEALTH VENTURES II, LP | $2,580,448 | F |
| POINTER OFFSHORE LTD - HEDGE FUND | $27,254,093 | F |
| HEALTH ENTERPRISES PARTNERS II, LP | $1,581,161 | F |
| OAKTREE PRIVATE INVESTMENT FUND 2012 | $23,204,776 | F |
| PIMCO BRAVO II FUND | $17,854,028 | F |
| TTCP FUND I LP | $3,333,654 | F |
| PELOTON EQUITY FUND I LP | $1,829,710 | F |
| OAKTREE PRINCIPAL OPPORTUNITIES FD IV, L.P. | $3,602,750 | F |
| PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION FUND LLC | $121,270,648 | F |
| HIGHLAND PUBLIC INFLATION HEDGE | $151,026,836 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $625,588,824 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO AFFILIATES | $7,435,332 |
| OTHER LT LIABILITIES | $111,468,838 |
| OTHER CURRENT LIABILITIES | $31,703,407 |
| RETIREMENT OBLIGATIONS | $277,513,186 |
| SELF-INSURANCE RESERVE | $10,000,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $438,120,763 | 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 | $62,170,192 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $62,170,192 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $62,170,192 | 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 I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | CENTRAL AMERICA AND THE CARIBBEAN, UNRELATED TRADE OR BUSINESS: THE ORGANIZATION OWNS BAY PRIMEX INSURANCE COMPANY, LTD., A CAPTIVE INSURANCE COMPANY WHOSE PRINCIPAL ACTIVITY IS THE REINSURANCE, ON A FACULTATIVE BASIS, OF A MODIFIED CLAIMS-MADE RETROSPECTIVELY RATED PROFESSIONAL AND COMMERCIAL GENERAL LIABILITY INSURANCE POLICY ISSUED BY LEXINGTON INSURANCE COMPANY. COVERAGE INCLUDES THE EMPLOYEES OF THE ORGANIZATION, ITS CONTROLLED SUBSIDIARIES, ITS AFFILIATED JOINT VENTURES, CERTAIN PHYSICIANS ON THE MEDICAL STAFF OF ITS RELATED FACILITIES, AND SOME NON-EMPLOYED PHYSICIANS. PROVISION OF INSURANCE TO NON-EMPLOYED PHYSICIANS IS TREATED AS AN UNRELATED TRADE OR BUSINESS. TO THE EXTENT THERE IS SUBPART F INCOME, IT IS REPORTED AS SUCH ON FORM 990 PART VIII LINE 11. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (47 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ACCESS PARTNERSHIP | ||||||||
| P O BOX 41093 | NORFOLK | VA | 23541 | 201830252 | 501(C)(3) | $77,500 | HEALTHCARE ACCESS TO UNDERINSURED | |
| ALZHEIMERS ASSOCIATION | ||||||||
| 6350 CENTER DR | NORFOLK | VA | 23502 | 133039601 | 501(C)(3) | $10,000 | PROVIDE CARE AND SUPPORT FOR ALL AFFECTED BY ALZHEIMERS DISEASE | |
| AMERICAN CANCER SOCIETY | ||||||||
| 4416 EXPRESSWAY DR | VIRGINIA BEACH | VA | 23452 | 580659875 | 501(C)(3) | $10,000 | SUPPORTS RESEARCH, EDUCATION, ADVOCACY AND SERVICE FOR THOSE AFFECTED BY CANCER | |
| AMERICAN HEART ASSOCIATION | ||||||||
| 4669 SOUTH BLVD | VIRGINIA BEACH | VA | 23452 | 135613797 | 501(C)(3) | $30,000 | PROMOTE CARDIOVASCULAR HEALTH | |
| ANGELS OF MERCY INC | ||||||||
| 7151 RICHMOND ROAD SUITE 401 | WILLIAMSBURG | VA | 23188 | 541901759 | 501(C)(3) | $8,000 | 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) | $25,000 | DIAGNOSTIC AND PHARMACY SERVICES FOR INDIGENT | |
| BOYS AND GIRLS CLUBS | ||||||||
| 11825 ROCK LANDING DRIVE CHESAPEAKE | NEWPORT NEWS | VA | 23606 | 540538202 | 501(C)(3) | $15,000 | INSPIRE AND ENABLE YOUNG PEOPLE | BUILDING STE B |
| CATHOLIC CHARITIES OF EASTERN VA | ||||||||
| 5361 A VIRGINIA BEACH BLVD | VIRGINIA BEACH | VA | 23462 | 540505879 | 501(C)(3) | $15,000 | MENTAL HEALTH SERVICES | |
| CHESAPEAKE CARE INC | ||||||||
| 2145 S MILITARY HWY | CHESAPEAKE | VA | 23320 | 541642754 | 501(C)(3) | $25,000 | HEALTHCARE FOR UNINSURED | |
| CHILDREN'S HEALTH INVESTMENT PROGRAM | ||||||||
| 1302 JEFFERSON ST | CHESAPEAKE | VA | 23324 | 541893166 | 501(C)(3) | $12,000 | ORAL HEALTH PROGRAM FOR CHILDREN | |
| CIVIC LEADERSHIP INSTITUTE | ||||||||
| 4211 MONARCH WAY SUITE 116 | NORFOLK | VA | 23508 | 541725580 | 501(C)(3) | $7,500 | PROMOTE COMMUNITY LEADERSHIP | |
| COMMUNITY FREE CLINIC OF NEWPORT NEWS | ||||||||
| 727 25TH STREET | NEWPORT NEWS | VA | 23607 | 273510814 | 501(C)(3) | $25,000 | NEW CLINIC CONTRIBUTION | |
| EVMS | ||||||||
| 700 WEST OLNEY RD | NORFOLK | VA | 23507 | 546055378 | 501(C)(3) | $20,500,000 | MEDICAL EDUCATION AND HEALTH SERVICES | |
| FORKIDS INC | ||||||||
| P O BOX 6044 | NORFOLK | VA | 23508 | 541477799 | 501(C)(3) | $25,000 | HEALTHCARE FOR HOMELESS SHELTER | |
| GHENT AREA MINISTRY | ||||||||
| 1301 COLONIAL AVENUE STE 2 | NORFOLK | VA | 23517 | 260082182 | 501(C)(3) | $10,000 | RESOURCES AND FINANCIAL AID FOR THE POOR | |
| GLOUCESTER-MATHEWS FREE CLINIC | ||||||||
| 2276 GEORGE WASHINGTON MEM HWY | HAYES | VA | 23072 | 541875619 | 501(C)(3) | $25,000 | HEALTHCARE FOR INDIGENTS | |
| HAMPTON ECUMENICAL LODGINGS AND PROVISIONS INC | ||||||||
| P O BOX 190 | HAMPTON | VA | 23669 | 541209213 | 501(C)(3) | $15,000 | DENTAL CARE FOR INDIGENTS | |
| HAMPTON ROADS COMMUNITY HEALTH CENTER | ||||||||
| 664 LINCOLN STREET | PORTSMOUTH | VA | 23704 | 541626757 | 501(C)(3) | $68,000 | HEALTHCARE PROVIDER FOR LOW INCOME AND UNINSURED | |
| LACKEY FREE CLINIC | ||||||||
| 1620 OLD WILLIAMSBURG RD | YORKTOWN | VA | 23690 | 541850915 | 501(C)(3) | $25,000 | 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 | |
| MOTHER SETON HOUSE | ||||||||
| 3333 VIRGINIA BEACH BLVD STE 28 | VIRGINIA BEACH | VA | 23452 | 541250483 | 501(C)(3) | $20,000 | HIGH-RISK TEEN MENTAL HEALTHCARE | |
| NEPTUNE FESTIVAL | ||||||||
| 265 KINGS GRANT ROAD STE 102 | VIRGINIA BEACH | VA | 23452 | 521372330 | 501(C)(3) | $25,000 | COMMUNITY ENJOYMENT AND ENRICHMENT | |
| NORTHERN NECK FREE HEALTH CLINIC | ||||||||
| PO BOX 1694 | KIMARNOCK | VA | 22482 | 541679279 | 501(C)(3) | $20,000 | PROVIDES CLINICAL SERVICE TO LOW-INCOME, UNINUSRED RESIDENTS | |
| OLDE TOWN MEDICAL CTR | ||||||||
| 5249 OLDE TOWNE RD STE D | WILLIAMSBURG | VA | 23188 | 541663905 | 501(C)(3) | $25,000 | PEDIATRIC DENTAL SERVICES | |
| PARK PLACE HEALTH AND DENTAL CLINIC | ||||||||
| 606 W 29TH ST | NORFOLK | VA | 23508 | 453086608 | 501(C)(3) | $25,000 | DENTAL HEALTH NEEDS OF LOW INCOME AND UNINSURED | |
| PENINSULA AGENCY ON AGING | ||||||||
| 739 THIMBLE SHOALS BLVD SUITE 1006 | NEWPORT NEWS | VA | 23606 | 510151069 | 501(C)(3) | $5,500 | PROVIDE SERVICES TO ELDERLY, SUCH AS, DELIVERED MEAL, EDUCATION AND RECREATION | |
| PIN MINISTRY | ||||||||
| 557 S BIRDNECK ROAD SUITE 109 | VIRGINIA BEACH | VA | 23451 | 412126841 | 501(C)(3) | $13,000 | RESOURCES FOR THE POOR | |
| PRIMEPLUS NORFOLK SENIOR CENTER | ||||||||
| 7300 NEWPORT AVE SUITE 100 | NORFOLK | VA | 23505 | 541118218 | 501(C)(3) | $12,000 | SUPPORT THE NEEDS OF ADULTS AGE 50 AND OVER EVERY DAY | |
| PROJECT CARE OF THE GREATER VIRGINIA PENISULA | ||||||||
| 416 J CLYDE MORRIS BLVD | NEWPORT NEWS | VA | 23601 | 273518508 | 501(C)(3) | $10,000 | ASSISTS LOW-INCOME, UNINSURED RESIDENTS ACCESS MEDICAL CARE | |
| PIEDMONT HEALTHCARE FOUNDATION | ||||||||
| 2001 PEACHTREE RD NE | ATLANTA | GA | 30309 | 581272768 | 501(C)(3) | $10,000 | BUILD AND OFFER THE MOST EFFECTIVE HEALTHCARE LEADERSHIP PROGRAM | |
| 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 BUILDING 5 NO 101 | NORFOLK | VA | 23502 | 546069786 | 501(C)(3) | $10,000 | ASSISTS OLDER PERSONS LOCATE AND ACCESS NEEDED SERVICES | |
| SOUTHEASTERN VIRGINIA HEALTH SYSTEM | ||||||||
| 1033 28TH STREET | NEWPORT NEWS | VA | 23607 | 541083954 | 501(C)(3) | $25,000 | LAB AND MEDICAL SERVICES FOR INDIGENTS | |
| ST COLUMBA ECUMENICAL MINISTRIES | ||||||||
| 2414 LAFAYETTE BLVD | NORFOLK | VA | 23509 | 541394797 | 501(C)(3) | $12,000 | PRESCRIPTIONS | |
| THE VIRGINIA SYMPHONY | ||||||||
| 150 BOUSH STREET SUITE 201 | NORFOLK | VA | 23510 | 546000598 | 501(C)(3) | $10,000 | SUPPORT SYMPHONY IN PERFORMANCES TO BENEFIT THE PUBLIC | |
| UNION MISSION MINISTRIES | ||||||||
| P O BOX 3203 | NORFOLK | VA | 23514 | 540506427 | 501(C)(3) | $30,000 | HEALTHCARE FOR HOMELESS | |
| UNITED WAY GREATER WILLIAMSBURG | ||||||||
| 312 WALLER MILL ROAD SUITE 100 | WILLIAMSBURG | VA | 23185 | 540844073 | 501(C)(3) | $9,200 | SPONSORSHIP | |
| UNITED WAY OF SOUTH HAMPTON ROADS | ||||||||
| 2515 WALMER ROAD PO BOX 41069 | NORFOLK | VA | 23513 | 540506322 | 501(C)(3) | $15,800 | SPONSORSHIP | |
| UNITED WAY OF THE VA PENINSULA | ||||||||
| 739 THIMBLE SHOALS BLVD SUITE 400 | NEWPORT NEWS | VA | 23606 | 540535602 | 501(C)(3) | $10,000 | SPONSORSHIP | |
| UP CENTER | ||||||||
| 222 W 19TH ST | NORFOLK | VA | 23517 | 540674774 | 501(C)(3) | $12,000 | MENTORING PROGRAM FOR AT RISK YOUTH | |
| VA SUPPORTIVE HOUSING | ||||||||
| P O BOX 8585 | RICHMOND | VA | 23226 | 541444564 | 501(C)(3) | $25,000 | CASE MANAGEMENT FOR HOMELESS | |
| VIRGINIA FOUNDATION FOR COMMUNITY COLLEGE EDUCATION INC | ||||||||
| 101 N 14TH STREET 15TH FLOOR | RICHMOND | VA | 23219 | 237004354 | 501(C)(3) | $250,000 | SCHOLARSHIP FUNDING | |
| VIRGINIA LIVING MUSEUM | ||||||||
| 524 J CLYDE MORRIS BLVD | NEWPORT NEWS | VA | 23601 | 546055922 | 501(C)(3) | $50,000 | ENCOURAGE KNOWLEDGE, AWARENSS AND APPRECIATION FOR THE BIOLOGICAL AND PHYSICAL WORLD. | |
| WESTERN TIDEWATER FREE CLINIC | ||||||||
| 2019 MEADE PKWY | SUFFOLK | VA | 23434 | 263302837 | 501(C)(3) | $25,000 | PROVIDE DENTAL PROGRAM ACCESS | |
| WILLIAM AND MARY ATHLETIC EDUCATIONAL FOUNDATION | ||||||||
| P O BOX 399 | WILLIAMSBURG | VA | 23187 | 546056480 | 501(C)(3) | $43,000 | FUNDING FOR ATHLETIC SCHOLARSHIPS | |
| VIRGINIA BUSINESS HIGHER ED COUNCIL | ||||||||
| 1108 E MAIN STREET SUITE 1100 | RICHMOND | VA | 23219 | 541827038 | 501(C)(3) | $100,000 | ENHANCE AND PROVIDE FUNDING FOR VIRGINIA EDUCATIONAL INSTITUTIONS | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 47 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (8 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt |
|---|---|---|---|
| CLOTHING | 2 | $690 | |
| FOOD | 83 | $13,270 | |
| HOUSEHOLD ITEMS | 5 | $1,950 | |
| MORTGAGE | 15 | $16,786 | |
| RENT | 53 | $74,050 | |
| TEMPORARY LODGING | 2 | $200 | |
| UTILITIES | 60 | $35,816 | |
| SCHOLARSHIPS | 50 | $250,000 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | SCHEDULE I, PART I, LINE 2: PROCEDURES FOR MONITORING USE OF GRANTS FUNDS IN U.S. PROCEDURES FOR MONITORING USE OF GRANTS FUNDS IN U.S. THE SENTARA FOUNDATION - HAMPTON ROADS, A DIVISION OF THE ORGANIZATION, IS RESPONSIBLE FOR AWARDING AND MONITORING THE USE OF GRANT AND SPONSORSHIP FUNDS DONATED TO OTHER ORGANIZATIONS IN THE COMMUNITY WHO SHARE THE SAME MISSION AS THE ORGANIZATION: IMPROVING HEALTH EVERYDAY THROUGH THE PROVISION OF HEALTH SERVICES, AND THE PROMOTION OF HEALTH, MEDICAL EDUCATION, AND THE SOCIAL, CULTURAL, EDUCATIONAL, AND ECONOMIC DEVELOPMENT OF THE COMMUNITY. COMMUNITY RECOGNITION GRANTS ARE AWARDED ANNUALLY BY THE FOUNDATION'S GRANT COMMITTEE TO OTHER 501(C)(3) ORGANIZATIONS WITHIN THE COMMUNITY AFTER A RIGOROUS APPLICATION AND REVIEW PROCESS. ONCE AWARDED, THE GRANTS ARE DISTRIBUTED THE FOLLOWING YEAR IN TWO PAYMENTS - AT THE BEGINNING OF THE YEAR, THEN AFTER AN INTERIM REPORT HAS BEEN FILED WITH THE FOUNDATION. THE INTERIM REPORT MUST INCLUDE THE GRANT OBJECTIVES, ANY CHANGES IN STATUS OF THE ORGANIZATION'S 501(C)(3) STATUS, DETAILS OF THE GRANT OUTCOMES TO DATE AND COMPLIANCE WITH SUBMITTED FINANCIAL BUDGET. GRANTEES ARE REQUIRED TO SUBMIT WITH THE REPORT A DETAILED LISTING OF MEASUREMENTS INCLUDING THE NUMBER OF PEOPLE SERVED AND INCOME LEVELS. FURTHER, A PLAN OF PROGRAM SUSTAINABILITY MUST BE COMPLETED TO PROMOTE THE INITIATIVE'S GOALS FOR THE FUTURE. COMMUNITY BENEFIT SPONSORSHIPS ARE AWARDED QUARTERLY BASED ON THE RECOMMENDATION OF THE FOUNDATION'S SPONSORSHIP REVIEW COMMITTEE. APPLICANTS MUST SUBMIT A PROPOSAL IN WRITING DEMONSTRATING HOW FUNDS WILL BE USED TO IMPROVE THE HEALTH STATUS OF THE COMMUNITY. SPONSORSHIPS ARE GENERALLY AWARDED TO OTHER 501(C)(3) ORGANIZATIONS WITH ACTIVE COMMUNITY BOARDS WHO OVERSEE THE EXPENDITURE OF SUCH FUNDS. 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 2015, 95 INDIVIDUAL EMPLOYEES WERE ASSISTED BY THE HOPE FUND. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| 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 | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (21 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DAVID L BERND | ||||||||||||||
| CEO/DIRECTOR | $1,391,722 | $0 | $1,508,038 | $0 | $397,913 | $0 | $57,405 | $0 | $21,493 | $0 | $3,376,571 | $0 | $0 | $0 |
| ROBERT A BROERMANN | ||||||||||||||
| CFO | $738,225 | $0 | $556,761 | $0 | $1,007,240 | $0 | $12,518 | $0 | $18,370 | $0 | $2,333,114 | $0 | $563,900 | $0 |
| HOWARD P KERN | ||||||||||||||
| COO/PRESIDENT | $966,286 | $0 | $858,798 | $0 | $1,337,122 | $0 | $1,715,812 | $0 | $18,348 | $0 | $4,896,366 | $0 | $560,147 | $0 |
| JEFFREY P KING | ||||||||||||||
| SECRETARY | $434,964 | $0 | $144,257 | $0 | $64,807 | $0 | $61,948 | $0 | $24,192 | $0 | $730,168 | $0 | $25,115 | $0 |
| SAMUEL J HAWLEY | ||||||||||||||
| ASSIST. SECRETARY (EFFEC 11/15) | $127,086 | $0 | $18,866 | $0 | $94 | $0 | $8,531 | $0 | $12,361 | $0 | $166,938 | $0 | $0 | $0 |
| MICHAEL M DUDLEY | ||||||||||||||
| KE (SHC SVP & PRESIDENT, SHP) | $523,770 | $0 | $390,171 | $0 | $59,091 | $0 | $1,364,250 | $0 | $13,069 | $0 | $2,350,351 | $0 | $0 | $0 |
| VICKY G GRAY | ||||||||||||||
| KE (SVP, SYSTEM DEVELOPMENT) | $408,129 | $0 | $278,395 | $0 | $139,463 | $0 | $25,604 | $0 | $15,192 | $0 | $866,783 | $0 | $24,595 | $0 |
| TERRY M GILLILAND MD | ||||||||||||||
| KE (SVP & CMO) | $722,318 | $0 | $552,328 | $0 | $25,609 | $0 | $132,605 | $0 | $16,382 | $0 | $1,449,242 | $0 | $0 | $0 |
| KENNETH M KRAKAUR | ||||||||||||||
| KE (SVP & PRESIDENT PENINSULA REGION | $365,706 | $0 | $124,682 | $0 | $47,931 | $0 | $29,228 | $0 | $19,847 | $0 | $587,394 | $0 | $0 | $0 |
| MICHAEL V TAYLOR | ||||||||||||||
| KE (SVP HUMAN RESOURCES) | $465,559 | $0 | $338,631 | $0 | $480,229 | $0 | $15,764 | $0 | $17,506 | $0 | $1,317,689 | $0 | $348,467 | $0 |
| LESTER R ELJAIEK | ||||||||||||||
| VP, HOSPITAL FINANCE | $303,537 | $0 | $124,732 | $0 | $38,331 | $0 | $27,425 | $0 | $24,408 | $0 | $518,433 | $0 | $0 | $0 |
| MEGAN R PERRY | ||||||||||||||
| CVP, MERGERS & ACQUISITIONS | $458,308 | $0 | $253,222 | $0 | $52,096 | $0 | $195,123 | $0 | $14,723 | $0 | $973,472 | $0 | $27,641 | $0 |
| DOUGLAS M THOMPSON | ||||||||||||||
| VP, DECISION SUPPORT | $288,727 | $0 | $186,715 | $0 | $125,424 | $0 | $25,226 | $0 | $14,945 | $0 | $641,037 | $0 | $23,234 | $0 |
| GRACE R HINES | ||||||||||||||
| CVP, SYSTEM INTERGRATION | $301,770 | $0 | $182,294 | $0 | $90,734 | $0 | $7,950 | $0 | $21,858 | $0 | $604,606 | $0 | $0 | $0 |
| GARY R YATES MD | ||||||||||||||
| PRESIDENT, SHC QUALITY CARE NETWORK | $245,731 | $0 | $133,000 | $0 | $152,073 | $0 | $34,534 | $0 | $29,482 | $0 | $594,820 | $0 | $52,228 | $0 |
| VIKKI CHARLES | ||||||||||||||
| VP, CORP FINANCE | $277,567 | $0 | $95,311 | $0 | $25,241 | $0 | $30,414 | $0 | $18,837 | $0 | $447,370 | $0 | $0 | $0 |
| MARY L BLUNT | ||||||||||||||
| FORMER OFFICER | $0 | $520,587 | $0 | $313,992 | $0 | $122,379 | $0 | $42,097 | $0 | $15,403 | $0 | $1,014,458 | $0 | $0 |
| MICHAEL V GENTRY | ||||||||||||||
| FORMER OFFICER | $0 | $531,073 | $0 | $314,662 | $0 | $71,214 | $0 | $94,139 | $0 | $14,356 | $0 | $1,025,444 | $0 | $53,841 |
| DAVID R MAIZEL MD | ||||||||||||||
| FORMER OFFICER | $0 | $0 | $0 | $0 | $454,414 | $0 | $49,030 | $0 | $12,510 | $0 | $515,954 | $0 | $8,490 | $0 |
| GENEMARIE W MCGEE | ||||||||||||||
| FORMER OFFICER | $0 | $268,115 | $0 | $89,563 | $0 | $17,225 | $0 | $34,717 | $0 | $21,086 | $0 | $430,706 | $0 | $0 |
| BERTRAM S REESE | ||||||||||||||
| FORMER OFFICER | $0 | $470,917 | $0 | $329,384 | $0 | $150,127 | $0 | -$26,412 | $0 | $13,456 | $0 | $937,472 | $0 | $29,808 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | THE ORGANIZATION PROVIDED GROSS-UP PAYMENTS ON TAXABLE RETIREMENT GIFTS TO SENIOR EXECUTIVES, THE GROSS-UP PAYMENTS WERE TREATED AS ADDITIONAL TAXABLE COMPENSATION. |
| PART I, LINE 4B | HOWARD KERN AND MICHAEL DUDLEY 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. DAVID BERND PARTICIPATED IN THE SENTARA OPTION PLAN FOR EXECUTIVES. THIS PLAN IS UNRELATED TO "EQUITY" OF THE EMPLOYER. PARTICIPATION IS LIMITED TO SELECT INDIVIDUALS AS APPROVED BY THE ORGANIZATIONS' BOARD OF DIRECTOR'S COMPENSATION COMMITTEE. VESTING IS DETERMINED BY THE GOVERNING BOARD OF THE ORGANIZATION AND IS SEPARATELY STATED IN EACH PARTICIPANT'S OPTION AGREEMENT. THERE WERE NO OPTIONS GRANTED AFTER 2002. DAVID BERND, HOWARD KERN, MICHAEL DUDLEY, MARY BLUNT, ROBERT BROERMANN, MICHAEL GENTRY, VICKY GRAY, KENNETH KRAKAUR, BERTRAM REESE, MICHAEL TAYLOR, DOUGLAS THOMPSON, GARY YATES, M.D., GRACE HINES, DAVID MAIZEL, M.D., MEGAN PERRY, JEFFREY KING, TERRY GILLILAND, M.D., GENEMARIE MCGEE AND LESTER ELJAIEK PARTICIPATED IN THE SENTARA CAPITAL ACCUMULATION ACCOUNT PLAN. PARTICIPATION IS LIMITED TO A SELECT GROUP OF CORPORATE EXECUTIVES AS APPROVED BY THE ORGANIZATIONS' 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 2015, THE FOLLOWING CORPORATE EXECUTIVES RECEIVED VESTED DISTRIBUTIONS UNDER THE PLAN: DAVID BERND ($269,148 ) MARY BLUNT ($77,803); ROBERT BROERMANN ($948,055); MICHAEL DUDLEY ($24,134); MICHAEL GENTRY ($64,851); VICKY GRAY ($108,361); GRACE HINES ($46,385); HOWARD KERN ($355,085); KENNETH KRAKAUR ($25,956); DAVID MAIZEL, M.D. ($14,432); MEGAN PERRY ($31,754); GENEMARIE MCGEE ($16,074); BERTRAM REESE ($95,669); MICHAEL TAYLOR ($452,209); JEFFREY KING ($43,559); DOUGLAS THOMPSON ($80,554); AND GARY YATES, M.D. ($105,446). THESE AMOUNTS HAVE BEEN REPORTED IN COLUMN (B)(III) OF SCHEDULE J, PART II. |
| PART I, LINE 7 | NON-FIXED PAYMENTS NOT LISTED 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. KEY CONTRIBUTOR AWARDS - REWARDS EXCEPTIONAL INDIVIDUALS OR TEAMS FOR SIGNIFICANT CONTRIBUTION AND RESULTS AS RECOGNIZED BY BUSINESS UNITS. 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 | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd | CUSIPCUSIPNum |
|---|---|---|---|---|---|---|---|---|
| EDA OF ALBEMARLE COUNTY VA | ||||||||
| A | 521297503 | 2013-06-05 | $160,515,000 | CURRENT REFUND MARTHA JEFFERSON SERIES 2008A, 2008B, 2008C, AND 2008D | 0 | 0 | 0 | |
| IDA OF THE CITY OF HARRISONBURG VA | ||||||||
| B | 542000436 | 2006-12-28 | $196,167,653 | FUND CONSTRUCTION OF REPLACEMENT HOSPITAL | 0 | 0 | 0 | 415669BN9 |
| IDA OF THE CITY OF HARRISONBURG VA | ||||||||
| C | 542000436 | 2011-11-28 | $75,000,000 | MODIFICATION OF THE SERIES 2010 BONDS | 0 | 0 | 0 | |
| IDA OF THE CITY OF HARRISONBURG VA | ||||||||
| D | 542000436 | 2011-12-14 | $10,000,000 | PARTIAL REFUNDING OF SERIES 2009 | 0 | 0 | 0 | |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Capital ExpendituresCapitalExpendituresAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $3,290,000 | $160,515,000 | $160,515,000 | 2013 | Yes (1) | 0 | Yes (1) | Yes (1) | |||
| B | $5,315,000 | $216,009,050 | $15,226,499 | 2010 | 0 | 0 | Yes (1) | Yes (1) | $1,339,016 | $4,253,886 | $195,189,648 |
| C | $6,897,000 | $75,000,000 | $75,000,000 | 2011 | Yes (1) | 0 | Yes (1) | Yes (1) | |||
| D | $400,000 | $10,000,000 | $10,000,000 | 2007 | 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 | 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 | Regulatory Safe Harbor StsfdRegulatorySafeHarborStsfdInd | Term Of HedgeTermOfHedgePct | Superintegrated HedgeSuperintegratedHedgeInd | Hedge TerminatedHedgeTerminatedInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| (no name) | |||||||||||||
| A | 0 | Yes (1) | Yes (1) | 0 | Yes (1) | 0 | 0 | 0 | Yes (1) | ||||
| MORGAN STANLEY & CO | |||||||||||||
| B | Yes (1) | 0 | 0 | Yes (1) | Yes (1) | Yes (1) | Yes (1) | ||||||
| (no name) | |||||||||||||
| C | 0 | Yes (1) | Yes (1) | 0 | Yes (1) | 0 | 0 | 0 | Yes (1) | ||||
| SUNTRUST BANK | |||||||||||||
| D | 0 | Yes (1) | Yes (1) | 0 | Yes (1) | Yes (1) | 0 | 0 | Yes (1) | 5.100000000000 | 0 | 0 | |
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 (3 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, ISSUER A: SERIES 2013A & 2013B (MARTHA JEFFERSON HOSPITAL) HOSPITAL FACILITIES & DEBT NOW ACQUIRED AND OWNED BY SENTARA HEALTHCARE. PART II, 3 - AMOUNT OF TOTAL PROCEEDS OF ISSUE INCLUDES ISSUE PRICE. NO INTEREST WAS EARNED, ALL PROCEEDS SPENT ON OR AROUND DATE OF CLOSING FOR REFUNDING PURPOSES. PART II 7, - THE COST OF ISSUANCES EXPENSES OF THE ISSUE WERE PAID WITH EQUITY FROM SENTARA AND NOT FROM BOND PROCEEDS. PART II, 14 - ISSUE CURRENT REFUNDED THE MARTHA JEFFERSON HOSPITAL SERIES 2008A, SERIES 2008B, SERIES 2008C, AND SERIES 2008D. PART IV, 2B - ISSUE QUALIFIED FOR THE SIX-MONTH SPENDING EXCEPTION TO REBATE. ARBITRAGE COMPLIANCE CERTIFICATE PROVIDED TO SENTARA. FIRST INSTALLMENT WOULD BE NO LATER THAN 6/5/2018. ENTITY 1, ISSUER B: SERIES 2006 (ROCKINGHAM MEMORIAL HOSPITAL)HOSPITAL FACILITIES & DEBT NOW ACQUIRED AND OWNED BY SENTARA HEALTHCARE. PART II, 3 - AMOUNT OF TOTAL PROCEEDS OF ISSUE INCLUDES ISSUE PRICE PLUS INVESTMENT EARNINGS (MAINLY FROM THE CONSTRUCTION FUND AND DEBT SERVICE RESERVE FUND). PART II 4 - SUBSEQUENT TO ACQUISITION OF HOSPITAL BY SENTARA, DEBT SERVICE RESERVE FUND NO LONGER REQUIRED DUE TO HIGH CREDIT RATINGS HELD BY SENTARA. THE SERIES 2006 DEBT SERVICE RESERVE PROCEEDS WERE RELEASED TO SENTARA ON 1/10/2012. SENTARA DEPOSITED THESE MONIES INTO A SEPARATELY HELD ACCOUNT AND TRACKED. THESE MONIES WERE USED TO PAY DEBT SERVICE ON THE 2006 BONDS UNTIL MONIES WERE FULLY EXPENDED. ALL SERIES 2006 PROCEEDS WERE FULLY EXPENDED AS OF 2/15/2013. PART II, 11 - MAINLY INCLUDES DEBT SERVICE RESERVE FUND PROCEEDS USED FOR DEBT SERVICE PURPOSES AFTER THE 1/10/2012 RELEASE DATE. PART IV, 1 - SENTARA REBATED 100% OF ACCRUING ARBITRAGE LIABILITY OR $743K TO THE IRS WITHIN 60 DAYS OF THE FIRST INSTALLMENT EVALUATION DATE (12/28/2011 FIRST INSTALLMENT DATE). PART IV, 5A - INVESTMENT AGREEMENTS WERE ENTERED INTO FOR THE SERIES 2006 CONSTRUCTION FUND, WHICH MATURED ON 9/1/2009 AND THE DEBT SERVICE RESERVE FUND, WHICH WAS SCHEDULED TO MATURE ON 8/15/2015. HOWEVER, DUE TO THE RELEASE OF THE DEBT SERVICE RESERVE FUND PROCEEDS, THAT INVESTMENT AGREEMENT WAS TERMINATED EARLY IN JANUARY 2012. PART IV, 5 - TERM OF GIC WAS 2.4 AND 4.7. DUE TO SYSTEM LIMITATIONS, THIS INFORMATION COULD NOT BE ENTERED ON THE APPROPRIATE LINE. ENTITY 1, ISSUE C: SERIES 2011AB&C (ROCKINGHAM MEMORIAL HOSPITAL) HOSPITAL FACILITIES & DEBT NOW ACQUIRED AND OWNED BY SENTARA HEALTHCARE. PART II, 3 - AMOUNT OF TOTAL PROCEEDS OF ISSUE INCLUDES ISSUE PRICE. NO INTEREST WAS EARNED, ALL PROCEEDS SPENT ON OR AROUND DATE OF CLOSING FOR REFUNDING PURPOSES. PART II 7, - THE COST OF ISSUANCES EXPENSES OF THE ISSUE WERE PAID WITH EQUITY FROM SENTARA AND NOT FROM BOND PROCEEDS. PART II, 14 - ISSUE MODIFIED THE INTEREST RATES AND TERMS OF A PRIOR SERIES 2010AB&C. MODIFICATION WAS TREATED AS A CURRENT REFUNDING FOR FEDERAL TAX PURPOSES. PART IV, 2B - ISSUE QUALIFIED FOR THE SIX-MONTH SPENDING EXCEPTION TO REBATE. ARBITRAGE COMPLIANCE CERTIFICATE PROVIDED TO SENTARA. FIRST INSTALLMENT DATE WOULD BE NO LATER THAN 11/28/2016. ENTITY 1, ISSUE D: SERIES 2011A (ROCKINGHAM MEMORIAL HOSPITAL) HOSPITAL FACILITIES & DEBT NOW ACQUIRED AND OWNED BY SENTARA HEALTHCARE. PART II, 3 - AMOUNT OF TOTAL PROCEEDS OF ISSUE INCLUDES ISSUE PRICE. NO INTEREST WAS EARNED, ALL PROCEEDS SPENT ON OR AROUND DATE OF CLOSING FOR REFUNDING PURPOSES. PART II 7, - THE COST OF ISSUANCES EXPENSES OF THE ISSUE WERE PAID WITH EQUITY FROM SENTARA AND NOT FROM BOND PROCEEDS. PART II, 14 - ISSUE MODIFIED THE INTEREST RATES AND TERMS OF A PRIOR SERIES 2009 ISSUE. MODIFICATION WAS TREATED AS A CURRENT REFUNDING FOR FEDERAL TAX PURPOSES. PART IV, 2B - ISSUE QUALIFIED FOR THE SIX-MONTH SPENDING EXCEPTION TO REBATE. ARBITRAGE COMPLIANCE CERTIFICATE PROVIDED TO SENTARA. FIRST INSTALLMENT DATE WOULD BE NO LATER THAN 12/14/2016. ENTITY 2, ISSUE A: SERIES 2011B (ROCKINGHAM MEMORIAL HOSPITAL) HOSPITAL FACILITIES & DEBT NOW ACQUIRED AND OWNED BY SENTARA HEALTHCARE. PART II, 3 - AMOUNT OF TOTAL PROCEEDS OF ISSUE INCLUDES ISSUE PRICE. NO INTEREST WAS EARNED, ALL PROCEEDS SPENT ON OR AROUND DATE OF CLOSING FOR REFUNDING PURPOSES. PART II 7, - THE COST OF ISSUANCES EXPENSES OF THE ISSUE WERE PAID WITH EQUITY FROM SENTARA AND NOT FROM BOND PROCEEDS. PART II, 14 - ISSUE MODIFIED THE INTEREST RATES AND TERMS OF A PRIOR SERIES 2009 ISSUE. MODIFICATION WAS TREATED AS A CURRENT REFUNDING FOR FEDERAL TAX PURPOSES. PART IV, 2B - ISSUE QUALIFIED FOR THE SIX-MONTH SPENDING EXCEPTION TO REBATE. ARBITRAGE COMPLIANCE CERTIFICATE PROVIDED TO SENTARA. FIRST INSTALLMENT DATE WOULD BE NO LATER THAN 1/4/2017. ENTITY 2, ISSUE B: SERIES 2011C (ROCKINGHAM MEMORIAL HOSPITAL) HOSPITAL FACILITIES & DEBT NOW ACQUIRED AND OWNED BY SENTARA HEALTHCARE. PART II, 3 - AMOUNT OF TOTAL PROCEEDS OF ISSUE INCLUDES ISSUE PRICE. NO INTEREST WAS EARNED, ALL PROCEEDS SPENT ON OR AROUND DATE OF CLOSING FOR REFUNDING PURPOSES. PART II 7, - THE COST OF ISSUANCES EXPENSES OF THE ISSUE WERE PAID WITH EQUITY FROM SENTARA AND NOT FROM BOND PROCEEDS. PART II, 14 - ISSUE MODIFIED THE INTEREST RATES AND TERMS OF A PRIOR SERIES 2009 ISSUE. MODIFICATION WAS TREATED AS A CURRENT REFUNDING FOR FEDERAL TAX PURPOSES. PART IV, 2B - ISSUE QUALIFIED FOR THE SIX-MONTH SPENDING EXCEPTION TO REBATE. ARBITRAGE COMPLIANCE CERTIFICATE PROVIDED TO SENTARA. FIRST INSTALLMENT DATE WOULD BE NO LATER THAN 1/20/2017. ENTITY 2, ISSUE C: 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 2, ISSUE D: SERIES 2008 ( SENTARA HEALTHCARE SYSTEM) PART II, 3 - AMOUNT OF TOTAL PROCEEDS OF ISSUE INCLUDED ISSUE PRICE. NO INTEREST WAS EARNED, ALL PROCEEDS SPENT ON OR AROUND DATE OF CLOSING FOR REFUNDING PURPOSES. PART II, 7 - THE COST OF ISSUANCE EXPENSES OF THE ISSUE WERE PAID WITH EQUITY FROM SENTARA AND NOT FROM BOND PROCEEDS. PART II, 14 - ISSUE REFUNDED A PRIOR SERIES 2006 ISSUE. THE REFUNDING WAS TREATED AS A CURRENT REFUNDING FOR FEDERAL TAX PURPOSES. ALL PROCEEDS WERE SPENT ON THE DAY OF ISSUE. PART IV, 2B - ISSUE QUALIFIED FOR THE SIX-MONTH SPENDING EXCEPTION TO REBATE. SENTARA PROVIDED WITH ARBITRAGE COMPLIANCE CERTIFICATE IN SEPTEMBER OF 2008. FIRST INSTALLMENT EVALUATION DATE WOULD BE NO LATER THAN 6/25/2013. ON MAY 1, 2015, SENTARA HEALTHCARE MODIFIED AN EXISTING TOTAL RETURN SWAP ("TRS") FOR THE $156,615,000 SERIES 2008 REVENUE BONDS. THE TRS WAS NOT ORIGINALLY TREATED OR IDENTIFIED AS A QUALIFIED HEDGE FOR TAX PURPOSES AND THEREFORE ANY MODIFICATIONS SHOULD NOT HAVE RESULTED IN A REISSUANCE FOR FEDERAL TAX PURPOSES. HOWEVER, BOND COUNSEL AND THE SWAP PROVIDERS COUNSEL REVIEWED PRIVATE LETTER RULING PLR-147816-13, WHICH OUTLINED A VERY SIMILAR SITUATION. THE PLR CONCLUDED THAT AN AMENDMENT TO THE TRS WOULD NOT RESULT IN AN ABUSIVE ARBITRAGE DEVICE AS DEFINED WITHIN THE U.S. TREASURY REGULATIONS. THE PLR DID NOT CONCLUDE WHETHER OR NOT A REISSUANCE SHOULD APPLY IN SUCH A SITUATION. AS A CONSERVATIVE APPROACH, BOND COUNSEL AND THE SWAP PROVIDERS COUNSEL DECIDED TO FOLLOW THE DIRECTION TAKEN BY THE ISSUER IN THE PLR AND ALSO TREAT THE MODIFICATION OF THE TRS AS A REISSUANCE AND FILED A NEW FEDERAL FORM 8038 WITH THE INTERNAL REVENUE SERVICE, DATED MAY 1, 2015. AGAIN, THE TREATMENT OF THE TRS MODIFICATION AS A REISSUANCE WAS PURELY DONE AS A CONSERVATIVE APPROACH. AS STATED ABOVE, THE SERIES 2008 BONDS QUALIFIED FOR THE SIX-MONTH SPENDING EXCEPTION. THEREFORE, THIS ISSUE WAS EXEMPT FROM THE ARBITRAGE REBATE CALCULATION. UNDER THE REISSUANCE TREATMENT, NO REBATE AMOUNTS WOULD HAVE BEEN DUE TO THE IRS AS OF THE MAY 1, 2015 REISSUANCE DATE. FURTHERMORE, THE 2008 REISSUED BONDS WOULD ALSO QUALIFY FOR THE SIX-MONTH SPENDING EXCEPTION AND WOULD NOT OWE AN ARBITRAGE REBATE PAYMENT TO THE IRS AS OF MAY 1, 2020 (FIFTH ANNIVERSARY DATE OF THE REISSUANCE). |
| SCHEDULE K, PART VI | ENTITY 3, ISSUER A: SERIES 2010 (SENTARA HEALTHCARE SYSTEM - VSBFA) 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 3, ISSUER B: SERIES 2010B&C (SENTARA HEALTHCARE SYSTEM - EDA OF NORFOLK) PART II, 3 - AMOUNT OF TOTAL PROCEEDS OF ISSUE INCLUDES 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 2009B & 2009C ISSUE. THE REFUNDING WAS TREATED AS A CURRENT REFUNDING FOR FEDERAL TAX PURPOSES. ALL PROCEEDS WERE SPENT ON THE DATE OF ISSUE. PART IV, 2B - ISSUE QUALIFIED FOR THE SIX-MONTH SPENDING EXCEPTION TO REBATE. SENTARA WAS PROVIDED WITH ARBITRAGE COMPLIANCE CERTIFICATE IN MAY OF 2010. FIRST INSTALLMENT ENDED 3/3/2015. ENTITY 3, ISSUER C: SERIES 2012A (SENTARA HEALTHCARE SYSTEM - EDA OF NORFOLK) PART II, 3 - AMOUNT OF TOTAL PROCEEDS OF ISSUE INCLUDES 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 2009A ISSUE. THE REFUNDING WAS TREATED AS A CURRENT REFUNDING FOR FEDERAL TAX PURPOSES. ALL PROCEEDS WERE SPENT ON THE DATE OF ISSUE. PART IV, 2B - ISSUE QUALIFIED FOR THE SIX-MONTH SPENDING EXCEPTION TO REBATE. SENTARA WAS PROVIDED WITH ARBITRAGE COMPLIANCE CERTIFICATE IN MAY OF 2012. FIFTH YEAR WOULD BE 4/26/2017. ENTITY 3, 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. THE FIRST INSTALLMENT PERIOD WILL END NO LATER THAN 05/16/2017. ALL PROCEEDS OF THE SERIES 2012B BONDS WERE FULLY EXPENDED AS OF 3/19/2014. ARBITRAGE COMPLIANCE CERTIFICATE WAS PROVIDED FORECASTING RESULTS THROUGH THE 5/1/2017 FIFTH BOND YEAR, WHICH REFLECTED THAT NO ARBITRAGE REBATE LIABILITY WILL BE DUE TO THE IRS AS OF THE FIRST INSTALLMENT PERIOD. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd | CUSIPCUSIPNum |
|---|---|---|---|---|---|---|---|---|
| IDA OF THE CITY OF HARRISONBURG VA | ||||||||
| A | 542000436 | 2012-01-04 | $10,000,000 | PARTIAL REFUNDING OF SERIES 2009 | 0 | 0 | 0 | |
| IDA OF THE CITY OF HARRISONBURG VA | ||||||||
| B | 542000436 | 2012-01-20 | $10,000,000 | PARTIAL REFUNDING OF SERIES 2009 | 0 | 0 | 0 | |
| EDA THE CITY OF NORFOLK VA | ||||||||
| C | 237253445 | 2003-07-16 | $53,100,000 | FINANCING FOR CAPITAL AND FIXED ASSETS | 0 | 0 | 0 | |
| EDA THE CITY OF SUFFOLK VA | ||||||||
| D | 541131047 | 2008-06-25 | $156,615,000 | REFUNDED BONDS ISSUED OCTOBER 2006 | 0 | 0 | 0 | 86481QAA7 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|
| A | $400,000 | $10,000,000 | $10,000,000 | 2007 | Yes (1) | 0 | Yes (1) | Yes (1) |
| B | $400,000 | $10,000,000 | $10,000,000 | 2007 | Yes (1) | 0 | Yes (1) | Yes (1) |
| C | $12,300,000 | $53,100,000 | $53,100,000 | 2003 | 0 | 0 | Yes (1) | Yes (1) |
| D | $2,915,000 | $156,615,000 | $156,615,000 | 2008 | 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 | 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 | Term Of HedgeTermOfHedgePct | Superintegrated HedgeSuperintegratedHedgeInd | Hedge TerminatedHedgeTerminatedInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SUNTRUST BANK | ||||||||||||
| A | 0 | Yes (1) | Yes (1) | 0 | Yes (1) | Yes (1) | 5.100000000000 | 0 | 0 | 0 | 0 | Yes (1) |
| SUNTRUST BANK | ||||||||||||
| B | 0 | Yes (1) | Yes (1) | 0 | Yes (1) | Yes (1) | 5.100000000000 | 0 | 0 | 0 | 0 | Yes (1) |
| (no name) | ||||||||||||
| C | 0 | 0 | Yes (1) | Yes (1) | Yes (1) | 0 | 0 | 0 | Yes (1) | |||
| (no name) | ||||||||||||
| D | 0 | 0 | Yes (1) | 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) |
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 |
|---|---|---|---|---|---|---|---|---|
| VA SMALL BUSINESS FINANCING AUTHORITY | ||||||||
| A | 541300845 | 928105AV7 | 2010-01-28 | $296,243,684 | REFUND PRIOR BONDS AND FUND NEW PROJECT | 0 | 0 | 0 |
| EDA THE CITY OF NORFOLK VA | ||||||||
| B | 237253445 | 65588TAL3 | 2010-03-03 | $132,480,000 | REFUNDED SERIES 2009B&C | 0 | 0 | 0 |
| EDA THE CITY OF NORFOLK VA | ||||||||
| C | 237253445 | 65588TAN9 | 2012-04-26 | $68,890,000 | REFUNDED SERIES 2009A BONDS | 0 | 0 | 0 |
| EDA THE CITY OF NORFOLK VA | ||||||||
| D | 237253445 | 65588NBB7 | 2012-05-16 | $163,163,080 | REF. POTOMAC 2003 & MARTHA JEFFERSON 2002 AND FINANCE NEW PROJECTS | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|
| A | $52,870,000 | $296,443,256 | $2,715,612 | $230,220,167 | $63,507,476 | 2011 | Yes (1) | 0 | Yes (1) | Yes (1) |
| B | $2,445,000 | $132,480,000 | $132,480,000 | 2010 | Yes (1) | 0 | Yes (1) | Yes (1) | ||
| C | $1,255,000 | $68,890,000 | $68,890,000 | 2012 | Yes (1) | 0 | Yes (1) | Yes (1) | ||
| D | $8,535,000 | $163,873,559 | $75,585,411 | $88,288,148 | 2014 | 0 | Yes (1) | 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 | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd | Engage Bond Counsel ResearchEngageBondCounselResearchInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | Yes (1) | Yes (1) | Yes (1) | 0 | 0 | 0 | Yes (1) | |
| B | 0 | Yes (1) | Yes (1) | Yes (1) | Yes (1) | 0 | 0 | Yes (1) | Yes (1) |
| C | 0 | Yes (1) | Yes (1) | Yes (1) | Yes (1) | 0 | 0 | Yes (1) | 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 | 0 | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | Yes (1) | Yes (1) | 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) | 0 | 0 | 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) |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (3 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| ALLISON K GREENE | |||
| FAMILY MEMBER OF KEN KRAKAUR, KE | $106,828 | EMPLOYMENT | 0 |
| KELLY B LAMPING | |||
| FAMILY MEMBER OF DAVID BERND, DIRECTOR AND OFFICER | $97,049 | EMPLOYMENT | 0 |
| MARC A SHARP | |||
| FAMILY MEMBER OF MARC B. SHARP, DIRECTOR | $65,330 | EMPLOYMENT | 0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 10 | ContributionCnt |
| Noncash Contributions Rpt F990 | $46,433 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (13 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 4A | SENTARA HEALTHCARE I. SENTARA HEALTHCARE - YOUR NOT FOR PROFIT HEALTHCARE PARTNER SENTARA HEALTHCARE BASED IN NORFOLK, VA, CELEBRATES MORE THAN 127 YEARS IN RELENTLESS PURSUIT OF ITS MISSION TO IMPROVE HEALTH EVERY DAY THROUGH INNOVATION, COMPASSION AND COMMUNITY BENEFIT. SENTARA IS A FULLY-INTEGRATED NOT-FOR-PROFIT SYSTEM WITH NEARLY 300 SITES OF CARE OF WHICH THERE ARE 12 HOSPITALS IN VIRGINIA AND NORTH CAROLINA, INCLUDING A LEVEL I TRAUMA CENTER WITH NIGHTINGALE REGIONAL AIR AMBULANCE AND THE NATIONALLY-RANKED SENTARA HEART HOSPITAL. THE SENTARA FAMILY INCLUDES FOUR MEDICAL GROUPS, AMBULATORY CAMPUSES, POST-ACUTE CARE SERVICES, THE PHYSICIAN-LED SENTARA QUALITY CARE NETWORK, THE ACCREDITED SENTARA CANCER NETWORK, THE SENTARA COLLEGE OF HEALTH SCIENCES, OPTIMA HEALTH PLAN MEMBERS IN VIRGINIA, ALABAMA AND OHIO, AND A TEAM OF PROFESSIONALS NEARLY 30,000 STRONG. SENTARA PROUDLY INCLUDES ADVANCED IMAGING CENTERS, NURSING AND ASSISTED LIVING CENTERS, PHYSICAL THERAPY AND REHABILITATION SERVICES, HOME HEALTH AND HOSPICE, AND GROUND MEDICAL TRANSPORTATION. SENTARA IS STRATEGICALLY FOCUSED ON CONTINUOUS IMPROVEMENT IN QUALITY, SAFETY, CLINICAL OUTCOMES AND THE PATIENT EXPERIENCE AND PURSUES KEY CLINICAL GOALS THROUGH HIGH-PERFORMANCE TEAMS ACROSS THE ENTERPRISE. 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 IN THE COMMUNITIES WE SERVE 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. IN 2015, SENTARA COMMUNITY BENEFIT REACHED $335,510,000. SENTARA PROVIDED $276,309,000 IN UNCOMPENSATED PATIENT CARE; $19,687,000 IN MEDICAL EDUCATION; AND $39,514,000 IN COMMUNITY PROGRAMS. B. 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 COMMUNITY HEALTH NEEDS. SENTARA FOUNDATION-HAMPTON ROADS FUNDED 38 COMMUNITY GRANTS IN 2015 TOTALING $585,000; AND THE RMH FOUNDATION FUNDED SEVEN COMMUNITY HEALTH PROGRAMS WITH GRANTS TOTALING ALMOST $118,000. THE MARTHA JEFFERSON HOSPITAL FOUNDATION ESTABLISHED A NEW PALLIATIVE CARE OUTPATIENT CLINIC AND FUNDED TWO 3D MAMMOGRAPHY UNITS WITHIN THEIR COMMUNITY. ALL THREE FOUNDATIONS RALLIED AROUND SUPPORT FOR NURSING EXCELLENCE AND INNOVATION, FUNDING 235 SCHOLARSHIPS FOR REGISTERED NURSES WHO ARE PURSUING THEIR BACHELORS OF SCIENCE IN NURSING. SENTARA MADE A $100,000 CONTRIBUTION TO THE NORTHEAST ACADEMY OF AEROSPACE AND ADVANCED TECHNOLOGIES (NEAAT) IN ELIZABETH CITY, NORTH CAROLINA. THE MONEY IS THE FIRST GIFT TO THE NEW CHARTER SCHOOL AND WILL BE ALLOCATED OVER THREE YEARS. THE NORTH CAROLINA STATE BOARD OF EDUCATION APPROVED THE SCHOOL IN DECEMBER 2014, AND IT WAS SLATED TO OPEN IN AUGUST 2015 WITH A GOAL OF WORKFORCE DEVELOPMENT FOR NORTHEAST NORTH CAROLINA AND AN AID TO PHYSICIAN RECRUITMENT. 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 2015, THE HOPE FUND AWARDED $143,000 TO SENTARA EMPLOYEES IN CRISES ACROSS THE SYSTEM. MTI TRANSPORT, LLC, DONATED A RETIRED GROUND TRANSPORT AMBULANCE TO THE ONE ELEUTHERA FOUNDATION IN THE BAHAMAS TO RAISE AWARENESS OF BREAST CANCER IN A COUNTRY WITH A HIGH RATE OF BREAST CANCER. PAINTED PINK AND NAMED AFTER A SENTARA EMPLOYEE WITH BREAST CANCER, "MISS VICKI", THE AMBULANCE MADE HER WAY TO THE BAHAMAS IN 2015 TO SUPPORT THE NEEDS OF THIS COMMUNITY. C. 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 2015: - HEALTH IMPROVEMENT EVENTS WERE OFFERED TO CHURCHES, EMPLOYER GROUPS INCLUDING SENTARA HEALTHCARE AND HAMPTON ROADS SANITATION DISTRICT, COMMUNITY HEALTH CENTERS AND OTHER COMMUNITY LOCATIONS INCLUDING THE POCKET EKG PROGRAM AND THE SENTARA LIVING PROGRAM. - CONTINUED TO OFFER PROGRAMS SUCH AS EATING FOR LIFE, WALKABOUT WITH HEALTHY EDGE, HEALTH HABITS, HEALTHY YOU, MEDITATION, TAICHI AND YOGA. - THE FLU PATROL ADMINISTERED AT TOTAL OF 7,785 IMMUNIZATIONS. 7,010 WERE GIVEN TO OPTIMA HEALTH INSURED GROUPS THROUGHOUT VIRGINIA. THE REMAINDER WAS DELIVERED TO CHURCHES AND OTHER COMMUNITY GROUPS. - BIRTHDAY CARD REMINDERS FOR PREVENTIVE HEALTH SCREENINGS WERE DELIVERED TO ADULT MEMBERS OF OPTIMA HEALTH, OHIOHEALTH PLAN MEMBERS AND CHILDREN. - THE TOBACCO CESSATION PROGRAM DISTRIBUTED OVER 385 QUIT KITS TO PROMOTE THE GREAT AMERICAN SMOKEOUT. PATIENTS DISCHARGED FROM SENTARA VIRGINIA BEACH GENERAL HOSPITAL AND SENTARA HEART HOSPITAL WERE CONTACTED FOUR WEEKS AFTER THEIR HOSPITAL DISCHARGE FOR TOBACCO CESSATION FOLLOW-UP. - AS PART OF THE SENTARA BENEFIT ENROLLMENT PROCESS, 18,462 EMPLOYEES COMPLETED A HEALTH RISK ASSESSMENT IN CONJUNCTION WITH THE MISSION: HEALTH PROGRAM. - FINALLY, WEBMD BECAME THE NEW HEALTH COACHING AND HEALTH EDUCATION PORTAL PARTNER IN JANUARY 2015. 14,788 MEMBERS HAVE REGISTERED ON WEBMD'S PORTAL AND OF THOSE, 11,680 MEMBERS ARE ACTIVELY ENGAGED. SENTARA HOSTS A NUMBER OF COMMUNITY EVENTS RAISING AWARENESS AROUND KEY HEALTH AWARENESS MONTHS. ONE GOOD EXAMPLE IS THE FOCUS ON COLON CANCER: DON'T SIT ON COLON CANCER. THROUGH THE SENTARA CANCER NETWORK, WE HOSTED A 5K AT SENTARA PRINCESS ANNE HOSPITAL IN VIRGINIA BEACH. THROUGH SENTARA HEART , WE PROMOTED THE "28 DAYS OF HEART" IN FEBRUARY, 2015 IN SUPPORT OF HEART HEALTH AWARENESS. ONLINE PROMOTIONS, RADIO ADS, 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 SINCE THE BEGINNING, 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, ALABAMA 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 2015 INCLUDED THE FOLLOWING: A. SENTARA ADVANTEDGE: OPTIMA HEALTH, THE INSURANCE ARM OF SENTARA HEALTHCARE, FORMED SENTARA ADVANTEDGE, A PROGRAM THAT ESTABLISHES STRATEGIC HEALTH PLAN PARTNERSHIPS - ALABAMA AND OHIO BEING THE FIRST TWO STATES REPRESENTING GROWTH OUTSIDE OF VIRGINIA. B. SENTARA PRATT MEDICAL GROUP: SENTARA PARTNERED WITH PRATT MEDICAL CENTER TO FORM SENTARA PRATT MEDICAL GROUP. WITH 32 PROVIDERS AND 7 LOCATIONS IN THE AREAS OF FREDERICKSBURG, STAFFORD, KING GEORGE, AND DAHLGREN, SENTARA NOW HAS A PRESENCE IN THE GREATER FREDERICKSBURG MARKET. SENTARA PRATT ALSO BRINGS AN ADDITIONAL IMAGING CENTER INTO THE SENTARA HEALTHCARE NETWORK. C. SENTARA QUALITY CARE NETWORK (SQCN): THE SENTARA QUALITY CARE NETWORK EXPANDED ITS NETWORK TO COVER THE HARRISONBURG, VIRGINIA AREA IN 2015 WITH THE CREATION OF THE SHENANDOAH REGIONAL SERVICE ORGANIZATION. SQCN NOW INCLUDES 2,754 PROVIDERS AND 30,647 PATIENTS ACROSS VIRGINIA. IV. NEW INITIATIVES A. CLINICAL PERFORMANCE IMPROVEMENT: IN 2015, SENTARA DESIGNED AND IMPLEMENTED A CLINICAL PERFORMANCE IMPROVEMENT (CLINICAL PI) INITIATIVE TO EXECUTE ON THE "ALWAYS IMPROVING" INITIATIVE WITHIN SENTARA. THESE EFFORTS PROVIDED A STRUCTURE TO DRIVE CHANGE AND CREATED A PROCESS FOR RAPID CYCLE IMPLEMENTATION. THE SYSTEM-WIDE INITIATIVE PRODUCED SIGNIFICANT PROGRESS IN 5 AREAS OF CLINICAL FOCUS. B. ICD-10: SENTARA SUCCESSFULLY TRANSITIONED FROM THE ICD-9 CODING SYSTEM TO THE ICD-10 CODING SYSTEM ON OCTOBER 1, 2015. THIS WAS AN ADOPTION THAT TOOK PLACE THROUGHOUT THE U.S. HEALTHCARE INDUSTRY. SENTARA BEGAN ITS ICD-10 JOURNEY IN 2011 WITH SIGNIFICANT INVESTMENTS IN TECHNOLOGY, TOOLS AND TRAINING FOR STAFF AND PROVIDERS ACROSS THE COMPANY. V. OFFERING NEW PROCEDURES AND TECHNOLOGIES CLINICAL BREAKTHROUGHS: SENTARA INTRODUCED MANY NEW CLINICAL BREAKTHROUGHS THAT BENEFITED THE PATIENT IN MANY AREAS OF CARE, INCLUDING ORTHOPEDICS, NEUROSCIENCES AND CARDIAC. |
| FORM 990, PART III, LINE 4A | A. ORTHOPEDICS: SENTARA NORTHERN VIRGINIA MEDICAL CENTER WAS HOME TO THE FIRST STEMLESS TOTAL SHOULDER REPLACEMENT PROCEDURE IN THE DC/METRO AREA. ORTHOPAEDICS HOSPITAL AT SENTARA CAREPLEX WAS THE FIRST IN HAMPTON ROADS WHERE ORTHOPEDIC SURGEONS USE NAVIO - A ROBOTIC ASSISTED TECHNOLOGY FOR KNEE REPLACEMENTS NOT REQUIRING A CT SCAN. A NEUROSURGEON AT SENTARA PRINCESS ANNE HOSPITAL WAS THE FIRST IN SOUTHERN VIRGINIA BEACH TO USE THE MAZOR ROBOTICS RENAISSANCE GUIDANCE SYSTEM THAT ALLOWS FOR ROBOTIC ASSISTED SPINE SURGERY FOR SPINE FUSIONS AND REDUCES THE USE OF RADIATION BY REDUCING CONTINUOUS FLUOROSCOPY DURING SURGERY. B. NEUROSCIENCES: SENTARA CAREPLEX HOSPITAL AND SENTARA PRINCESS ANNE HOSPITAL OFFERED A NEW PROCEDURE IN HAMPTON ROADS USING SPENOCATH - A DEVICE USED IN AN INTERVENTIONAL RADIOLOGY PROCEDURE FOR MIGRAINE TREATMENT THROUGH THE NOSE. C. CARDIAC: SENTARA HEART HOSPITAL WAS THE FIRST IN HAMPTON ROADS TO OFFER A PROCEDURE USING THE WATCHMAN DEVICE-AN ALTERNATIVE TO LONG-TERM BLOOD THINNING MEDICATION THERAPY FOR STROKE RISK REDUCTION IN PATIENTS WITH NON-VALVULAR ATRIAL FIBRILLATIONS. VI. EXPANDING PARTNERSHIPS A. IN OCTOBER, 2015, SENTARA BECAME AN INVESTMENT PARTNER OF MEDSTREAMING, A COMPANY WHOSE DATA AGGREGATION TOOL HAS LONG BEEN USED IN SENTARA VASCULAR SERVICES. MEDSTREAMING'S TECHNOLOGY ENABLES PROVIDERS TO AGGREGATE DATA FROM MULTIPLE DATA SOURCES AND ASSIMILATE THAT DATA TO PROVIDE DIAGNOSIS AND TREATMENT RECOMMENDATIONS FASTER AND MORE ACCURATELY. B. IN 2015, SENTARA BEGAN WORKING WITH WELLPEPPER INC. WELLPEPPER IS DEVELOPING GROUNDBREAKING DIGITAL TOOLS, THROUGH THEIR PROPRIETARY INTELLECTUAL PROPERTY, SUCH AS A DIGITAL "APP" THAT CAN HELP MONITOR MIGRAINES. WELLPEPPER IS WORKING WITH SENTARA TO DEPLOY THE MIGRAINE APP, AND OTHER APPS FOR OTHER CONDITIONS ARE ON THE HORIZON. C. SENTARA CONTINUES ITS EFFORTS TO GROW AND INTEGRATE MDLIVE INTO THE COMMUNITIES WE SERVE; THROUGH OUR EMPLOYEES; AND THROUGH MEMBERS INSURED THROUGH OPTIMA. MDLIVE DELIVERS REAL-TIME MEDICAL CONSULTATIONS VIA TELEPHONE AND ONLINE VIDEO THROUGH AN ESTABLISHED NETWORK OF PHYSICIANS. PATIENTS USE THE MDLIVE VIRTUAL CONSULT PLATFORM TO CONSULT DIRECTLY WITH A LICENSED SENTARA PHYSICIAN OR PARTNER PHYSICIAN WHO CAN DIAGNOSE LOW-ACUITY ILLNESSES, PROVIDE CARE AND PRESCRIBE MEDICATIONS AS APPROPRIATE. VII. EXPANDING EDUCATIONAL OPPORTUNITIES 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 2015, SENTARA MARKED FURTHER PROGRESS TOWARD ACHIEVING OUR GOAL OF 80% OF SENTARA NURSES HAVING A BSN BY 2020. IN 2015 SENTARA HAS 54.2% OF ITS NURSING WORKFORCE HOLDING A BSN OR HIGHER DEGREE. SENTARA IS MOVING THE NEEDLE ON THIS MEASURE AND THE SENTARA FOUNDATIONS ARE AN ENORMOUS SUPPORT. ALL SENTARA FOUNDATIONS RALLIED AROUND ADVANCING NURSING EDUCATION BY FUNDING 235 SCHOLARSHIPS IN 2015 FOR RNS WHO ARE PURSUING THEIR BSN. VIII. RESEARCH: RESEARCH IS ANOTHER WAY SENTARA IS ALWAYS IMPROVING. HERE ARE A FEW EXAMPLES OF OUR WORK WITHIN THE RESEARCH REALM: A. SENTARA PARTNERED WITH CUPRON AND EOS SURFACES IN 2013 TO LAUNCH THE WORLD'S LARGEST CLINICAL TRIAL TO TEST THE EFFECTIVENESS OF COPPER-INFUSED HARD SURFACES AND LINENS IN PREVENTING HOSPITAL - ACQUIRED INFECTIONS. SENTARA EXPANDED THE USE OF THE COPPER-INFUSED LINENS AND SURFACES BEYOND SENTARA LEIGH HOSPITAL AND A SMALL AREA OF SENTARA NORFOLK GENERAL HOSPITAL. MATERIALS ARE NOW AT 5 SENTARA HOSPITAL LOCATIONS PLUS ONE SENTARA NURSING CENTER. THIS WILL ALLOW US TO EXPAND THE REACH OF THE CURRENT RESEARCH STUDY THAT IS TESTING THE EFFECTIVENESS OF THESE MATERIALS IN A CLINICAL SETTING. EARLY RESULTS OF THE RESEARCH ARE EXPECTED IN 2016, WHICH WILL ENABLE SENTARA TO CHART A COURSE FOR FURTHER USE THROUGHOUT SENTARA. B. CARDIAC: THROUGH THE SENTARA CARDIOVASCULAR RESEARCH INSTITUTE, CARDIOLOGISTS AND UNIQUELY TRAINED REGISTERED NURSE RESEARCH COORDINATORS MAKE SIGNIFICANT STRIDES IN ADVANCING THE UNDERSTANDING AND TREATMENT OF THE NO. 1 KILLER IN AMERICA: CARDIOVASCULAR DISEASE. AS THE PREEMINENT CARDIAC RESEARCH INSTITUTE IN THE MID-ATLANTIC REGION, SENTARA HEART WORKS COLLABORATIVELY WITH LOCAL INSTITUTIONS, GOVERNMENT AGENCIES AND BIOMEDICAL COMPANIES ON NATIONALLY AND INTERNATIONALLY RECOGNIZED CLINICAL RESEARCH TRIALS. WE FOCUS OUR EFFORTS ON DISCOVERING MORE EFFECTIVE CARDIOVASCULAR TREATMENTS AND PROTOCOLS WHILE ELIMINATING THOSE THAT ARE POTENTIALLY HARMFUL OR NOT AS BENEFICIAL. OUR ULTIMATE GOAL IS TO PROVIDE ENHANCED CLINICAL CARE THAT ADVANCES PATIENT OUTCOMES AND IMPROVES THE OVERALL HEALTH OF OUR COMMUNITY. OUR RESEARCH TOUCHES ON EVERY ASPECT OF HEART CARE, INCLUDING MEDICAL DEVICES, HEART FAILURE, ELECTROPHYSIOLOGY, CARDIAC SURGERY, CARDIAC INTERVENTIONAL PROCEDURES, STRUCTURAL HEART DISEASE, AND THE MEDICAL MANAGEMENT OF CORONARY ARTERY DISEASE RISK FACTORS SUCH AS DIABETES AND HIGH CHOLESTEROL. COLLECTIVELY, OUR RESEARCH NURSES COORDINATE MORE THAN 80 CLINICAL TRIALS AT ANY GIVEN TIME, SHEPHERDING PARTICIPANTS THROUGH THE ENTIRE TRIAL PROCESS, PROVIDING CARE DURING PERIODS OF NEED, AND TIRELESSLY ADVOCATING FOR THEIR PATIENTS' WELL-BEING. C. CANCER: WITHIN THE SENTARA CANCER NETWORK, CLINICIANS AND ACADEMIC RESEARCHERS WORK TOGETHER TO ELEVATE CARE FOR PATIENTS. THIS COLLABORATIVE PHILOSOPHY FOSTERS INNOVATION IN THE NETWORK AND DRIVES ACCESS TO CLINICAL TRIAL OPTIONS FOR OUR PATIENTS. MEDICAL ONCOLOGISTS IN THE SENTARA CANCER NETWORK COMMUNITIES ARE ESPECIALLY INSTRUMENTAL IN CONNECTING PATIENTS WITH CLINICAL TRIALS - HELPING TO ACHIEVE THE COMMISSION ON CANCER'S PRINCIPLE TO DELIVER QUALITY CARE CLOSE TO HOME. THERE ARE PROMISING CLINICAL TRIALS BEING CONDUCTED ALL OVER THE COUNTRY FOR PATIENTS WITH CANCER, AND MANY OF THESE ARE ACCESSIBLE TO PATIENTS IN THE SENTARA CANCER NETWORK. OPPORTUNITIES TO PARTICIPATE IN CLINICAL TRIALS HAVE OPENED UP PATIENT CARE OPTIONS, INCLUDING ACCESS TO CUTTING-EDGE MEDICINE. OUR PARTICIPATION IN CLINICAL TRIALS ALSO CONTRIBUTES TO CANCER LAB RESEARCH VIA TISSUE DONATION, RETROSPECTIVE CHART STUDIES ON CONTROL GROUPS AND PARTICIPATION. OUR CLINICAL TRIALS INCLUDE EFFICACY AND SAFETY TRIALS FOR INVESTIGATIONAL BIOLOGICS; COMBINATION TRIALS FOR ONCOLOGY DRUGS; SURGICAL AND RADIATION THERAPY RESEARCH TRIALS; ADJUVANT AND MAINTENANCE DRUG TRIALS, POSTOPERATIVE ONCOLOGY OPTIONS; AND RETROSPECTIVE CHART REVIEWS. IX. BUILDING FOR THE FUTURE: A. SENTARA NORTHERN VIRGINIA MEDICAL CENTER, LOCATED IN WOODBRIDGE, VIRGINIA, COMPLETED CONSTRUCTION ON ITS NEW SURGERY CENTER, TOOK POSSESSION IN DECEMBER 2015 AND BEGAN PERFORMING SURGERIES IN JANUARY 2016. SENTARA NORTHERN VIRGINIA MEDICAL CENTER ALSO LAUNCHED A CARDIAC ELECTROPHYSIOLOGY PROGRAM AND THE CONSTRUCTION OF A DEDICATED ELECTROPHYSIOLOGY LAB IS UNDERWAY WITH A JULY 2016 COMPLETION TARGET DATE. THE WEIGHT LOSS SURGERY SERVICE AT SENTARA NORTHERN VIRGINIA MEDICAL CENTER ACHIEVED THE DESIGNATION AS A BLUE DISTINCTION CENTER+ FOR BARIATRIC SURGERY BY ANTHEM, INC. THIS, ALONG WITH RECEIVING THE AETNA INSTITUTE OF QUALITY (IOQ) BARIATRIC PROGRAM AND CIGNA 3 STAR BARIATRIC CENTER, DEMONSTRATES A PROVEN TRACK RECORD FOR DELIVERING FEWER COMPLICATIONS AND READMISSIONS THAN FACILITIES WITHOUT THESE DESIGNATIONS. B. SENTARA RMH MEDICAL CENTER, LOCATED IN HARRISONBURG, VIRGINIA, BROKE GROUND ON THE NEW SENTARA TIMBER WAY HEALTH CENTER. THIS NEW CENTER WILL BE A COMBINATION OF THE CURRENT TIMBERVILLE HEALTH CARE LOCATION AND SPRINGBROOK FAMILY MEDICINE IN BROADWAY. THE CENTER WILL ALSO OFFER X-RAY, LABORATORY AND REHABILITATION SERVICES. THIS NEW, LARGER, MORE COMPREHENSIVE CENTER WILL TRULY MEET THE NEEDS OF THE COMMUNITY IN A SINGLE LOCATION. SENTARA RMH MEDICAL CENTER COMPLETED CONSTRUCTION OF THE SENTARA RMH ORTHOPEDIC CENTER AND OPENED TO PATIENTS. THE SENTARA RMH SCHOOL OF HISTOTECHNOLOGY HELD ITS FIRST GRADUATION CEREMONY ON JUNE 3, 2015. THE FIRST CLASS CONSISTED OF EIGHT STUDENTS, FOUR OF THEM GOING ON TO WORK AT SENTARA HOSPITALS. SENTARA RMH MEDICAL CENTER IS THE ONLY HOSPITAL IN THE SENTARA SYSTEM THAT HAS A SCHOOL OF HISTOTECHNOLOGY, AND THERE IS ONLY ONE OTHER HOSPITAL-BASED HTL SCHOOL IN THE UNITED STATES. SIX STUDENTS HAVE ENROLLED IN THE SECOND CLASS WITH GRADUATION SCHEDULED FOR JUNE, 2016. |
| FORM 990, PART III, LINE 4A | C. SENTARA MARTHA JEFFERSON HOSPITAL, LOCATED IN CHARLOTTESVILLE, VIRGINIA, PARTNERED WITH THE REGION 10 COMMUNITY SERVICES BOARD TO OPEN THE PETERSON HEALTH CENTER. REGION 10 COMMUNITY SERVICES BOARD IS PART OF A STATEWIDE NETWORK OF 40 COMMUNITY SERVICES BOARDS WORKING TO PROVIDE MENTAL HEALTH, INTELLECTUAL DISABILITY AND SUBSTANCE USE SERVICES IN CENTRAL VIRGINIA. THE PETERSON HEALTH CENTER OPENED IN DOWNTOWN CHARLOTTESVILLE TO PROVIDE PREVENTATIVE CARE, INCLUDING VACCINES AND PHYSICALS, TREATMENT OF ACUTE ILLNESSES, DIABETES AND HIGH BLOOD PRESSURE MANAGEMENT, WOMEN'S HEALTH SERVICES AND GERIATRIC MEDICINE. FIRST TO SENTARA, SENTARA MARTHA JEFFERSON HOSPITAL INTRODUCED A NEW ONLINE TOOL WHERE PATIENTS CAN "CHECK-IN" TO THE EMERGENCY ROOM BY "APPOINTMENT", THUS PROVIDING A FAR IMPROVED CUSTOMER EXPERIENCE. THIS NEW ONLINE TECHNOLOGY IS BEING USED FOR THE EMERGENCY ROOM AT THE SENTARA MARTHA JEFFERSON HOSPITAL AND AT THE EMERGENCY ROOM ON THE OUTPATIENT CAMPUS, SENTARA MARTHA JEFFERSON OUTPATIENT CARE CENTER. SENTARA MARTHA JEFFERSON HOSPITAL INTRODUCED 3D-MAMMOGRAPHY IN 2015, WHICH MAKES IT POSSIBLE FOR RADIOLOGISTS TO SEE INSIDE THE BREAST IN GREATER DETAIL AND DETECT CANCERS THAT MAY HAVE OTHERWISE BEEN OBSCURED. D. HAMPTON ROADS (SOUTHEASTERN VIRGINIA): I. SENTARA BROKE GROUND ON A MEDICAL OFFICE BUILDING LOCATED IN CHESAPEAKE, VIRGINIA, CALLED SENTARA EDINBURGH. SLATED TO OPEN IN LATE 2016, SERVICES INCLUDE URGENT CARE, PRIMARY CARE, IMAGING, PHYSICAL THERAPY AND A YMCA. II. SENTARA LEIGH HOSPITAL, LOCATED IN NORFOLK, VIRGINIA, OPENED ITS 5-STORY WEST TOWER IN 2015 AND BEGAN CONSTRUCTION ON THE FINAL PHASE OF ITS EIGHT YEAR ON-SITE RENOVATION, A TWO-STORY ATRIUM FEATURING PATIENT CHECK-IN AND MEETING SPACE. III. GROWING AS A MEDICAL DESTINATION CENTER, SENTARA NORFOLK GENERAL HOSPITAL, LOCATED IN NORFOLK, VIRGINIA, CONTINUED TO INTRODUCE AND/OR EXPAND ITS QUATERNARY SERVICES, TOTALING 17 PROGRAMS. IN 2015 ALONE, SENTARA NORFOLK GENERAL HOSPITAL CARED FOR 30 MORE OUT OF AREA PATIENTS THAN IN 2014 FROM AREAS OUTSIDE OF HAMPTON ROADS. SENTARA NORFOLK GENERAL HOSPITAL RECEIVED APPROVAL FROM SENTARA LEADERSHIP TO EMBARK ON A FIVE-YEAR, $199.4 MILLION EXPANSION AND MODERNIZATION PROJECT. THE PLAN WILL ADD FLOORS, WINGS, EXPAND AND MODERNIZE 23 OPERATING ROOMS, CONSOLIDATE ICU BEDS ON TWO NEW FLOORS, EXPAND THE EMERGENCY ROOM, CREATE A STATE-OF-THE-ART NEONATAL INTENSIVE CARE UNIT AND ADD A ROOFTOP HELIPAD FOR NIGHTINGALE, SENTARA'S AIR AMBULANCE, AND OTHER MEDICAL HELICOPTERS. ADDITIONALLY, SENTARA NORFOLK GENERAL CELEBRATED ITS 30TH ANNIVERSARY AS A LEVEL I TRAUMA CENTER. IV. SENTARA VIRGINIA BEACH GENERAL HOSPITAL, LOCATED IN VIRGINIA BEACH, VIRGINIA, LAUNCHED SENTARA TO HOME, A STOREFRONT AND PATIENT SERVICES ENABLING PATIENTS TO GO HOME WITH THEIR MEDICATIONS AND OTHER POST-DISCHARGE NEEDS FULFILLED PRIOR TO LEAVING THE HOSPITAL. A TRANSITION SPECIALIST ENSURES THAT EACH PATIENT HAS DISCHARGE FOLLOW UP NEEDS ADDRESSED. SENTARA VIRGINIA BEACH GENERAL LAUNCHED A BACK AND NECK PROGRAM FOR SPINE SURGERY CASES. THIS SPECIALIZED PROGRAM BRINGS TOGETHER A TEAM INCLUDING EXPERT SURGEONS WITH CARING AND SPECIALLY TRAINED NURSES, THERAPISTS AND OTHER HEALTH PROFESSIONALS. THE GOAL IS TO PROVIDE SEAMLESS, COORDINATED CARE THAT REDUCES PAIN AND GETS PATIENTS BACK TO THEIR ACTIVITIES AS SOON AS POSSIBLE. ADDITIONALLY, SENTARA VIRGINIA BEACH GENERAL HOSPITAL CELEBRATED ITS 50TH ANNIVERSARY OF PROVIDING QUALITY CARE TO THE COMMUNITY. V. SENTARA CAREPLEX HOSPITAL, LOCATED IN HAMPTON, VIRGINIA, FILED A CERTIFICATE OF PUBLIC NEED APPLICATION TO THE COMMONWEALTH OF VIRGINIA TO REESTABLISH OBSTETRIC SERVICES. VI. SENTARA OBICI HOSPITAL, LOCATED IN SUFFOLK, VIRGINIA, FILED A CERTIFICATE OF PUBLIC NEEDS APPLICATION FOR TEN ADDITIONAL INPATIENT PSYCHIATRIC BEDS AND RECEIVED APPROVAL IN FEBRUARY 2016. A REAL BREAKTHROUGH FOR IDENTIFYING AND VIEWING TUMORS NEAR MOVING ORGANS, A 4D CT IS NOW AVAILABLE AT SENTARA OBICI HOSPITAL. VII. SENTARA PRINCESS ANNE HOSPITAL, LOCATED IN VIRGINIA BEACH, VIRGINIA, DESIGNATED A PEDIATRIC TRACK IN THE EMERGENCY DEPARTMENT WITH A SEPARATE WAITING AREA, KID-FRIENDLY COLORS AND GRAPHICS IN PATIENT ROOMS, AND SPECIALLY-TRAINED STAFF. PROGRAM DEVELOPMENT WAS COMPLETED AND IMPLEMENTATION IS UNDERWAY FOR THE DEAN ORNISH INTENSIVE CARDIAC REHABILITATION PROGRAM AIMED AT REVERSING HEART DISEASE. VIII. SENTARA WILLIAMSBURG REGIONAL MEDICAL CENTER, LOCATED IN WILLIAMSBURG, VIRGINIA, OFFERS A NEW PEDIATRIC OBSERVATION UNIT IN THE EMERGENCY ROOM. ADDITIONALLY, THEY OPENED AN OUTPATIENT REHABILITATION SITE AT THE YMCA IN GLOUCESTER, VIRGINIA. IX. SENTARA KITTY HAWK, AN OUTPATIENT CAMPUS LOCATED IN KITTY HAWK, NORTH CAROLINA, OBTAINED A NEW LARGE-BORE MRI; INTRODUCED PRIMARY CARE IN EDENTON, NORTH CAROLINA; LAUNCHED A SINGLE/LOCAL PRIMARY CARE CALL CENTER TO THE REGION; AND PREPARED FOR THE OPENING OF A NEW SENTARA URGENT CARE THAT OFFICIALLY OPENED ON JANUARY 4, 2016. E. SOUTH BOSTON/HALIFAX: FEBRUARY 2, 2015 MARKED THE INTRODUCTION OF THE SENTARA BRAND INTO THE HALIFAX SERVICE AREA. SENTARA HALIFAX REGIONAL HOSPITAL, LOCATED IN SOUTH BOSTON, VIRGINIA, NEARED COMPLETION OF A MAJOR EXPANSION OF TWO NURSING CARE CENTERS, SENTARA MEADOWVIEW TERRACE AND SENTARA WOODVIEW, WITH OCCUPANCY TAKING PLACE IN MAY 2016. ADDITIONALLY, CAPITAL FUNDING WAS APPROVED TO INTRODUCE EPIC, THE ELECTRONIC MEDICAL RECORD USED THROUGHOUT SENTARA, PLANNED FOR 2017. PRIMARY CARE GROWTH AND SERVICE DELIVERY ENHANCEMENTS WERE A TOP PRIORITY FOR SENTARA'S MEDICAL GROUP IN THE HALIFAX SERVICE AREA. THE SENTARA CLARKSVILLE FAMILY MEDICINE CLINIC EXPANDED ITS PHYSICAL LOCATION AND OTHER PRIMARY CARE OFFICES BEGAN OFFERING EXPANDED OFFICE HOURS TO ALLOW FOR GREATER PATIENT ACCESS. SPECIALTY CARE SERVICES, INCLUDING CARDIAC AND GENERAL SURGERY SERVICES, WERE ADDED TO THE SENTARA PRIMARY CARE CLINICS; AS IT WAS RECOGNIZED THAT ALL PATIENTS CANNOT MAKE THEIR WAY TO SENTARA HALIFAX REGIONAL HOSPITAL OR SPECIALIST OFFICES IN SOUTH BOSTON FOR THESE SPECIALIZED SERVICES. F. SENTARA ENTERPRISES: SENTARA ENTERPRISES CONTINUES TO FOCUS ON IMPROVING QUALITY, AND THIS WAS DEMONSTRATED IN 2015 WITH SENTARA ENTERPRISES HAVING AN ACCREDITATION SURVEY WITH ZERO DEFICIENCIES. G. SENTARA LIFE CARE: SENTARA LIFE CARE IS COMPRISED OF ASSISTED LIVING CENTERS, NURSING HOMES, MOBILE MEALS AND THE PROGRAM FOR THE ALL-INCLUSIVE CARE FOR THE ELDERLY (PACE). IN 2015, SENTARA LIFE CARE ADOPTED THE USE OF COPPER INFUSED LINENS AT ONE OF THE NURSING CENTERS. JUST AS HAS BEEN IMPLEMENTED AT FIVE SENTARA HOSPITALS, THIS MATERIAL IMPLEMENTATION WILL ENABLE SENTARA TO MEASURE THE EFFECTIVENESS IN PREVENTING HOSPITAL-ACQUIRED INFECTIONS. OUR NURSING HOME IN BARCO, NORTH CAROLINA TRANSFORMED A RESIDENT WING TO SERVE AS A MORE DEFINED INPATIENT REHABILITATION UNIT WITH A LARGER, MORE MODERN GYMNASIUM. THE CONSOLIDATED UNIT WITH 23 BEDS WILL ENHANCE THE APPEAL OF SENTARA LIFE CARE - CURRITUCK FOR REHABILITATION TO RESIDENTS IN NORTHEASTERN NORTH CAROLINA. SENTARA LIFE CARE BROKE GROUND ON A NEW "HOUSEHOLD" MODEL OF CARE - SENTARA NURSING AND REHABILITATION CENTER- IN CHESAPEAKE, VIRGINIA. THIS NEW CENTER IS EXPECTED TO OPEN IN FALL 2016. THE DESIGN OF THE 120-BED CENTER CALLS FOR "HOUSEHOLDS" OF 20 RESIDENTS EACH, WITH A KITCHEN SERVING EACH ONE, AN OUTDOOR GARDEN SETTING AND COMMON AREAS FOR VISITING AND ACTIVITIES. THERE WILL ALSO BE A 40-BED SHORT STAY PAVILION FOR POST-ACUTE REHABILITATION PATIENTS FEATURING A BISTRO WHERE PATIENTS AND FAMILIES CAN SHARE MEALS. LASTLY, SENTARA LIFE CARE RELOCATED PACE (PROGRAM FOR THE ALL-INCLUSIVE CARE FOR THE ELDERLY) FROM VIRGINIA BEACH TO NORFOLK, ALLOWING US TO SERVE MORE PARTICIPANTS IN A SPACIOUS, MODERN CLINIC WITH GREATER PRIVACY AND ROOM TO GROW. PACE PROVIDES TRANSPORTATION, MEALS, MEDICAL CARE AND SOCIALIZATION FOR SENIORS LIVING WITH THEIR FAMILIES, WHO QUALIFY FOR NURSING FACILITY LEVEL OF CARE. PACE SITES IN NORFOLK AND PORTSMOUTH TRANSITIONED TO THE ELECTRONIC MEDICAL RECORD USED THROUGHOUT SENTARA, EPIC, CREATING A MORE SEAMLESS CONNECTION FOR MEDICAL SERVICES PARTICIPANTS MAY REQUIRE. H. SENTARA MEDICAL GROUP (900+ PROVIDERS IN VIRGINIA AND NORTHEASTERN NORTH CAROLINA) I. EASE OF PATIENT ACCESS AND GROWING OUR SERVICES ARE MAJOR AREAS OF FOCUS FOR SENTARA MEDICAL GROUP. ALL OF THE SENTARA URGENT CARE LOCATIONS OFFER AN ONLINE OPTION TO "RESERVE YOUR SPOT" WHEREBY CONSUMERS CAN GO ONLINE, IDENTIFY THE URGENT CARE MOST CONVENIENT TO THEM, RESERVE "THEIR SPOT AND SHOW UP AT THE APPOINTED TIME TO BE SEEN. THUS, CONSUMERS CAN AVOID THE WAIT AND IT SETS EXPECTATIONS OF WHEN THEY WILL BE SEEN. |
| FORM 990, PART III, LINE 4A | II. SENTARA PARTNERED WITH PRATT MEDICAL CENTER TO FORM SENTARA PRATT MEDICAL GROUP. WITH 32 PROVIDERS AND 7 LOCATIONS IN THE AREAS OF FREDERICKSBURG, STAFFORD, KING GEORGE AND DAHLGREN, SENTARA NOW HAS A PRESENCE IN THE GREATER FREDERICKSBURG, VIRGINIA MARKET. SENTARA PRATT MEDICAL CENTER ALSO BRINGS AN ADDITIONAL IMAGING CENTER INTO THE SENTARA HEALTHCARE NETWORK. III. SENTARA MEDICAL GROUP HAS A MAJOR FOCUS ON CUSTOMER SERVICE. IN 2015, SENTARA MEDICAL GROUP DEPLOYED A SHORTER, ONLINE AND AUTOMATED PHONE CALL SURVEY THAT PATIENTS WOULD RECEIVE ON THE HEELS OF THEIR VISIT TO A SENTARA MEDICAL GROUP PROVIDER. THE CHANGE MORE THAN TRIPLED THE AMOUNT OF SURVEY RESPONSES, AND THE DATA WAS MORE REAL-TIME FOR US TO TAKE ACTION AS NECESSARY. X. 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 2015 AWARDS AND RECOGNITIONS: I. FOR THE 15TH CONSECUTIVE YEAR, THE CARDIOLOGY AND HEART SURGERY PROGRAM AT SENTARA NORFOLK GENERAL HOSPITAL (SENTARA HEART HOSPITAL) WAS LISTED AMONG THE TOP 50 HEART PROGRAMS IN THE U.S. NEWS & WORLD REPORT 'BEST HOSPITALS' EDITION AND IMPROVED ITS RANKING FROM 41ST IN 2014 TO 31ST IN 2015. THE EAR, NOSE & THROAT PROGRAM AT SNGH ALSO MADE THE TOP 50 RANKING FOR THE SECOND CONSECUTIVE YEAR. II. SENTARA CANCER NETWORK, INCLUDING SEVEN SENTARA HOSPITALS IN THE SOUTHEASTERN VIRGINIA REGION, WAS ACCREDITED BY THE AMERICAN COLLEGE OF SURGEONS' COMMISSION OF CANCER. THE SENTARA CANCER NETWORK REMAINS THE ONLY NETWORK-ACCREDITED CANCER PROGRAM IN VIRGINIA. III. ALL SENTARA HOSPITALS IN HAMPTON ROADS (SENTARA WILLIAMSBURG REGIONAL MEDICAL CENTER, SENTARA CAREPLEX HOSPITAL, SENTARA NORFOLK GENERAL HOSPITAL, SENTARA LEIGH HOSPITAL, SENTARA OBICI HOSPITAL, SENTARA VIRGINIA BEACH GENERAL HOSPITAL, AND SENTARA PRINCESS ANNE HOSPITAL) AND SENTARA MARTHA JEFFERSON HOSPITAL AND SENTARA RMH MEDICAL CENTER RECEIVE LEAPFROG'S HIGHEST "A" RATING FOR DELIVERING SAFE PATIENT CARE FOR 2015. IV. SENTARA COMPLETED THE TRANSITION TO DNV HEALTHCARE FOR ACCREDITATION AT ALL SENTARA HOSPITALS WITH SUCCESSFUL SURVEYS AT SENTARA HALIFAX REGIONAL HOSPITAL AND SENTARA ALBEMARLE MEDICAL CENTER. V. SENTARA LEIGH HOSPITAL FAMILY MATERNITY CENTER RECEIVED THE ADVANCE FOR NURSES 2015 BEST NURSING TEAM RUNNER UP STATUS. THIS WAS ONE OF SIX TEAMS REPRESENTED ACROSS THE NATION. VI. SENTARA MARTHA JEFFERSON HOSPITAL MEDICAL GROUP PRACTICES RECEIVED THE NCQA CERTIFICATION TO BECOME PATIENT CENTERED MEDICAL HOMES. MEDICAL HOMES PROVIDE PATIENT-CENTERED CARE THAT EMPHASIZES CARE COORDINATION AND COMMUNICATION AND WORKS TO GIVE PATIENTS THE HEALTHCARE EXPERIENCE THEY EXPECT. MEDICAL HOMES CAN ALSO LEAD TO IMPROVED QUALITY AND DECREASED COSTS. VII. TEN SENTARA HOSPITALS WERE RECOGNIZED WITH THE PLATINUM AWARD BY THE AMERICAN COLLEGE OF CARDIOLOGY FOR CONSISTENT HIGH PERFORMANCE IN TREATING HEART ATTACK PATIENTS. VIII. THE INTENSIVE CARE UNIT AT SENTARA MARTHA JEFFERSON HOSPITAL RECEIVED THE SILVER BEACON AWARD FOR EXCELLENCE FROM THE AMERICAN ASSOCIATION OF CRITICAL CARE NURSES. B. SENTARA LEIGH HOSPITAL BECAME THE LATEST HOSPITAL WITHIN THE SENTARA FAMILY TO EARN THE NURSING MAGNET DESIGNATION FROM THE AMERICAN NURSES CREDENTIALING CENTER. MAGNET SPEAKS TO A SUPPORTIVE WORKING ENVIRONMENT FOR NURSES AND SUPERIOR CLINICAL CARE BASED ON STRICT CRITERIA THAT MAGNET HOSPITALS MUST MEET. C. SENTARA IMPROVED VITAL CLINICAL COMMUNICATION WITH ALL PATIENTS BY DEPLOYING THE LANGUAGE ACCESS NETWORK ACROSS THE ENTERPRISE TO ADDRESS COMMUNICATION NEEDS FOR PATIENTS WHO ARE DEAF OR HARD OF HEARING, BLIND OR VISION-IMPAIRED, WITH LIMITED ENGLISH PROFICIENCY OR WHO CANNOT READ. THIS NEW TECHNOLOGY IMPROVES THE PATIENT AND FAMILY EXPERIENCE WHILE ENSURING THAT ALL SENTARA SITES OF CARE REMAIN COMPLIANT WITH THE AMERICANS WITH DISABILITIES ACT AND OTHER FEDERAL CIVIL RIGHT REGULATIONS. XI. OPTIMA HEALTH A. GROWTH OPTIMA HEALTH ESTABLISHED SENTARA ADVANTEDGE, A PROGRAM THAT ESTABLISHED STRATEGIC HEALTH PLAN PARTNERSHIPS - ALABAMA AND OHIO BEING THE FIRST TWO STATES REPRESENTING OPTIMA GROWTH OUTSIDE OF VIRGINIA. AS OF JANUARY 1, 2015, SENTARA ADVANTEDGE BEGAN SERVICE AS THE THIRD PARTY ADMINISTRATOR (TPA) FOR ABOUT 30,500 OHIOHEALTH EMPLOYEES. IN ALABAMA, SENTARA ADVANTEDGE BEGAN CONTRACTING WITH PROVIDERS FOR THE FIRST REGIONAL CARE ORGANIZATION (RCO) IN ALABAMA, WITH INITIAL PLANS TO COVER MORE THAN 180,000 MEDICAID ENROLLEES ACROSS 23 COUNTIES IN 2016. IN ADDITION, OPTIMA DESIGNED A NEW PRODUCT CALLED, OPTIMA HEALTH SELECT, FOR INDIVIDUAL MEMBERS. OPTIMA HEALTH SELECT OFFERS AN EXCLUSIVELY SENTARA QUALITY CARE NETWORK (SQCN) NETWORK TO MEMBERS LIVING IN VIRGINIA BEACH, NORFOLK, PORTSMOUTH AND CHESAPEAKE AND LAUNCHED IN JANUARY 2016. B. POPULATION HEALTH ANALYTICS TO MEET THE NEEDS OF UNDERSTANDING THE POPULATIONS WE SERVE, OPTIMA HEALTH IMPLEMENTED ENHANCED POPULATION HEALTH ANALYTICS CAPABILITIES TO SUPPORT OPTIMA'S STRATEGIC PARTNERSHIPS AND VALUE BASED REIMBURSEMENT MODELS AND TO PROVIDE MEANINGFUL PROVIDER REPORTING. C. QUALITY THERE ARE MANY EXAMPLES OF HOW OPTIMA HEALTH IS FOCUSED ON ENHANCING THE QUALITY OF CARE IT PROVIDES FOR MEMBERS. ONE SHINING EXAMPLE IS THE PRODUCT CALLED LIVONGO TM. DIABETES PATIENTS WHO ARE OPTIMA HEALTH MEMBERS NOW HAVE A NEW HAND-HELD WIRELESS DEVICE THAT MONITORS THEIR BLOOD SUGAR AND OTHER VITALS. THIS DATA IS STORED SECURELY IN THE CLOUD AND CAN BE ACCESSED REAL TIME BY PROVIDERS AND CERTIFIED DIABETES EDUCATORS TO COACH AND GUIDE THE MEMBER AS NEEDED. ADDITIONALLY, OPTIMA HEALTH AIMS TO IMPROVE ITS COMMUNICATION AND CONNECTIVITY WITH MEMBERS TO ENHANCE THE QUALITY OF CARE WE PROVIDE AND TO PROVIDE BETTER CUSTOMER SERVICE. IN 2014 AND CARRIED ON IN 2015, OPTIMA FAMILY CARE (MEDICAID MANAGED CARE) PARTNERED WITH TRACFONE AND VOXIVA TO TAKE ADVANTAGE OF A FEDERAL PROGRAM TO PROVIDE MORE THAN 10,000 OPTIMA FAMILY CARE MEMBERS WITH CELL PHONES. THESE PHONES HELP MEMBERS STAY IN TOUCH WITH THEIR PROVIDERS AND RECEIVE TEXT REMINDERS FOR WELL-BABY EXAMS AND OTHER SERVICES. MEMBERS ARE LIMITED TO 250 MINUTES PER MONTH AND CALLS TO MEMBER SERVICES DO NOT COUNT AGAINST THEIR MINUTES. THIS HAS BEEN A CREATIVE WAY FOR OPTIMA HEALTH TO HELP ENSURE BETTER OUTCOMES FOR MEDICAID FAMILIES AND LOWER COSTS OF CARE. XII. CONCLUSION: SENTARA HEALTHCARE IS COMMITTED TO IMPROVING HEALTH EVERY DAY. WE DO SO BY PROVIDING QUALITY CARE THROUGH EXPERT PROVIDERS, USING CUTTING-EDGE TECHNOLOGY, DEPLOYING MEDICAL BREAKTHROUGHS, AND PROVIDING EXCELLENT CUSTOMER SERVICE - ALL WITH A CONSTANT FOCUS ON INNOVATION. WE LOOK FORWARD TO ANOTHER YEAR OF GROWTH AND INNOVATION IN 2016. |
| FORM 990, PART V, LINE 1A: FORM 1096 | THE ORGANIZATION IS THE 501(C)(3) SOLE MEMBER OR SHAREHOLDER OF SEVERAL OTHER ORGANIZATIONS FOR WHICH IT MAINTAINS AGENCY RELATIONSHIPS AND ISSUES 1099S. 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 1099S ATTRIBUTABLE SOLELY TO THE ORGANIZATION. |
| FORM 990, PART VI, SECTION A, LINE 2 | BUSINESS OR FAMILY RELATIONSHIP OF OFFICERS, DIRECTORS: DAVID BERND AND HOWARD KERN HAVE A BUSINESS RELATIONSHIP. 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 11 | 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 SUBMIT AN ANNUAL CONFLICT OF INTEREST QUESTIONNAIRE AND CERTIFY TO THE COMPLETION AND ACCURACY OF THE INFORMATION DISCLOSED. THE ORGANIZATION'S GOVERNING BOARD OR APPROPRIATE COMMITTEE MONITORS TRANSACTIONS INVOLVING DISCLOSED POTENTIAL CONFLICTS OF INTEREST, TO ENSURE THAT THEY ARE REASONABLE AND AT ARM'S LENGTH. |
| 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 31 HEALTHCARE SYSTEMS BASED ON NET REVENUE GROWTH, OPERATING MARGIN, BOND RATING, AND QUALITATIVE PERFORMANCE MEASURES BASED ON RANKINGS FROM SDI'S NATIONAL TOP INTEGRATED HEALTH NETWORKS. 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 CEO, PRESIDENT AND COO, SENIOR VICE PRESIDENT AND CFO, AND CERTAIN SENIOR VICE PRESIDENTS 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 VI, LINE 14 | DOCUMENT RETENTION POLICY: THE ORGANIZATION HAD A WRITTEN POLICY FOR DOCUMENT RETENTION AND DESTRUCTION WHICH WAS APPROVED BY SENIOR LEADERS OF THE SENTARA HEALTHCARE SYSTEM. |
| FORM 990, PART VI, LINE 16B | JOINT VENTURE POLICY: THE ORGANIZATION HAD A WRITTEN POLICY REQUIRING EVALUATION OF ITS PARTICIPATION IN JOINT VENTURE ARRANGEMENTS WITH COMMUNITY-BASED PHYSICIANS UNDER APPLICABLE FEDERAL TAX LAW. THIS POLICY WAS APPROVED BY MANAGEMENT. THE ORGANIZATION ALSO TOOK STEPS TO SAFEGUARD THE ORGANIZATION'S EXEMPT STATUS WITH RESPECT TO SUCH ARRANGEMENTS. |
| FORM 990, PART XI, LINE 9: | CAPITAL CONTRIBUTIONS TO SUBSIDIARIES -7,500,000. CHANGE IN FUNDED STATUS OF PENSION LIABILITY -72,788,345. PARTNERSHIP INCOME TAX > BOOK -638,009. BOOK RECLASS OF INTERCOMPOANY ACCTS TO EQUITY 128,679,950. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SENTARA QUALITY CARE NETWORK LLC | BusinessNameLine1Txt |
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) |
|---|---|---|
| EIN | 461265616 | EIN |
| Primary Activities | HEALTH CARE | PrimaryActivitiesTxt |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Total Income | $1,141,030 | TotalIncomeAmt |
| End Of Year Assets | $0 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SENTARA HEALTHCARE | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (18 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 | ||||||||||
| 2204 WILBORN AVENUE | SOUTH BOSTON | VA | 24592 | 541957066 | SENIOR CARE | VA | 501(C)(3) | 11A TYPE I | HALIFAX REGIONAL HOSPITAL | Yes (1) |
| HALIFAX REGIONAL DEV FOUNDATION INC | ||||||||||
| 2204 WILBORN AVENUE | SOUTH BOSTON | VA | 24592 | 541801459 | HLTH/WELFARE | VA | 501(C)(3) | 11A TYPE I | HALIFAX REGIONAL HOSPITAL | Yes (1) |
| HALIFAX REGIONAL HOSPITAL INCORPORATED | ||||||||||
| 2204 WILBORN AVENUE | SOUTH BOSTON | VA | 24592 | 540648699 | HEALTHCARE | VA | 501(C)(3) | LN3_HOSPITALCOOPINSE | SENTARA HEALTHCARE | Yes (1) |
| HALIFAX REGIONAL LONG TERM CARE INC | ||||||||||
| 103 ROSE HILL DRIVE | SOUTH BOSTON | VA | 24592 | 546074529 | SENIOR CARE | VA | 501(C)(3) | 11A TYPE I | HALIFAX REGIONAL HOSPITAL | Yes (1) |
| SENTARA HALIFAX REGIONAL PROPERTIES INC | ||||||||||
| 2204 WILBORN AVENUE | SOUTH BOSTON | VA | 24592 | 541801463 | HLTH/WELFARE | VA | 501(C)(3) | 11A TYPE I | HALIFAX REGIONAL HOSPITAL | Yes (1) |
| SENTARA PRINCESS ANNE HOSPITAL | ||||||||||
| 6015 POPLAR HALL DRIVE | NORFOLK | VA | 23502 | 273208969 | HEALTH CARE | VA | 501(C)(3) | LN3_HOSPITALCOOPINSE | SENTARA HOSPITALS | Yes (1) |
| SENTARA HOSPITALS | ||||||||||
| 6015 POPLAR HALL DRIVE | NORFOLK | VA | 23502 | 541547408 | HEALTH CARE | VA | 501(C)(3) | LN3_HOSPITALCOOPINSE | SENTARA HEALTHCARE | Yes (1) |
| SENTARA MEDICAL GROUP | ||||||||||
| 6015 POPLAR HALL DRIVE | NORFOLK | VA | 23502 | 541217184 | HEALTH CARE | VA | 501(C)(3) | LN9_MORETHAN30PCTCON | SENTARA HEALTHCARE | Yes (1) |
| SENTARA ENTERPRISES | ||||||||||
| 6015 POPLAR HALL DRIVE | NORFOLK | VA | 23502 | 541917649 | HEALTH CARE | VA | 501(C)(3) | LN9_MORETHAN30PCTCON | SENTARA HEALTHCARE | Yes (1) |
| SENTARA LIFE CARE CORP | ||||||||||
| 6015 POPLAR HALL DRIVE | NORFOLK | VA | 23502 | 541217183 | HEALTH CARE | VA | 501(C)(3) | LN9_MORETHAN30PCTCON | 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) | 11A - 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) | LN3_HOSPITALCOOPINSE | SENTARA HEALTHCARE | Yes (1) |
| SENTARA RMH MEDICAL CENTER | ||||||||||
| 2010 HEALTH CAMPUS DRIVE | HARRISONBURG | VA | 22801 | 540506331 | HEALTH CARE | VA | 501(C)(3) | LN3_HOSPITALCOOPINSE | SENTARA HEALTHCARE | Yes (1) |
| VALLEY WELLNESS CENTER | ||||||||||
| 501 STONE SPRING ROAD | HARRISONBURG | VA | 22801 | 521309257 | PREVENTATIVE HEALTH/REHAB | VA | 501(C)(3) | LN9_MORETHAN30PCTCON | SENTARA RMH MEDICAL CENTER | Yes (1) |
| MJH FOUNDATION | ||||||||||
| 500 MARTHA JEFFERSON DRIVE | CHARLOTTESVILLE | VA | 22911 | 541401357 | INVEST/MGT SVCS FOR MARTHA JEFFERSON HOSPITAL | VA | 501(C)(3) | 11A - I | MARTHA JEFFERSON HOSPITAL | Yes (1) |
| MARTHA JEFFERSON HOSPITAL FOUNDATION | ||||||||||
| 500 MARTHA JEFFERSON DRIVE | CHARLOTTESVILLE | VA | 22911 | 300041113 | FUNDRAISING | VA | 501(C)(3) | 11A - I | MARTHA JEFFERSON HOSPITAL | Yes (1) |
| MARTHA JEFFERSON HOSPITAL | ||||||||||
| 500 MARTHA JEFFERSON DRIVE | CHARLOTTESVILLE | VA | 22911 | 540261840 | HEALTH CARE | VA | 501(C)(3) | LN3_HOSPITALCOOPINSE | SENTARA HEALTHCARE | Yes (1) |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (21 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd | OwnershipOwnershipPct |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MANAGEMENT SERVICES LLC | |||||||||||||
| 814 GREENBRIER CIRCLE | CHESAPEAKE | VA | 23320 | 541365012 | HLTH MGT SV | VA | SVI | UNRELATED | $38,627 | $334,219 | 0 | 0 | 0.40000 |
| MANAGEMENT SERVICES LLC | |||||||||||||
| 814 GREENBRIER CIRCLE | CHESAPEAKE | VA | 23320 | 541365012 | HLTH MGT SV | VA | SH | UNRELATED | $19,313 | $167,114 | 0 | 0 | 0.20000 |
| OBICI REAL ESTATE HOLDINGS LLC | |||||||||||||
| 6015 POPLAR HALL DRIVE | NORFOLK | VA | 23502 | 261749881 | RE RENTAL | VA | SH | RELATED | $174,541 | $3,362,698 | 0 | 0 | 0.61540 |
| PRINCESS ANNE AMB SURG MGT LLC | |||||||||||||
| 1975 GLENN MITCHELL STE 300 | VA BEACH | VA | 23456 | 204920880 | HEALTH CARE | VA | SH | RELATED | $1,559,404 | $3,068,292 | 0 | 0 | 0.51520 |
| VA BEACH AMBULATORY SURGERY CENTER | |||||||||||||
| 1700 WILL O WISP DRIVE | VA BEACH | VA | 23454 | 541448218 | HEALTH CARE | VA | SH | RELATED | $783,837 | $3,135,696 | 0 | 0 | 0.50000 |
| CANCER CENTERS OF VA LLC | |||||||||||||
| 5900 LAKE WRIGHT DRIVE | NORFOLK | VA | 23502 | 201338518 | HEALTH CARE | VA | SH | RELATED | $458,100 | $6,781,923 | 0 | 0 | 0.50000 |
| HAMPTON ROADS LITHOTRIPSY LLC | |||||||||||||
| 225 CLEARFIELD AVE | VIRGINIA BEACH | VA | 23462 | 200942600 | HEALTH CARE | VA | SVI | UNRELATED | $493,780 | $166,141 | 0 | 0 | 0.33330 |
| HEALTHCARE PERFORMANCE IMPROVEMENT LLC | |||||||||||||
| 5041 CORPORATE WOODS DR STE 180 | VIRGINIA BEACH | VA | 23462 | 204024074 | CONSULTING | VA | SVI | UNRELATED | $496,801 | 0 | 0 | 0.36100 | |
| RADIOLOGY SERVICES OF HAMPTON ROADS LC | |||||||||||||
| 814 GREENBRIER CIRCLE STE L | CHESAPEAKE | VA | 23320 | 541774472 | HEALTH CARE | VA | SE | RELATED | $124,166 | $1,342,770 | 0 | 0 | 0.25000 |
| RADIOLOGY SERVICES OF HAMPTON ROADS LC | |||||||||||||
| 814 GREENBRIER CIRCLE STE L | CHESAPEAKE | VA | 23320 | 541774472 | HEALTH CARE | VA | SH | RELATED | $124,166 | $1,342,770 | 0 | 0 | 0.25000 |
| SENTARA OBICI AMBULATORY SURGERY LLC | |||||||||||||
| 2750 GODWIN BLVD | SUFFOLK | VA | 23434 | 260144898 | HEALTH CARE | VA | SH | RELATED | $997,905 | $1,717,337 | 0 | 0 | 0.53630 |
| ST LUKES PROPERTIES LLC | |||||||||||||
| 6015 POPLAR HALL DRIVE | NORFOLK | VA | 23502 | 272774684 | MOB RENTAL | VA | SE | RELATED | -$80,839 | $5,706,755 | 0 | 0 | 0.70000 |
| POTOMAC INOVA HEALTHCARE ALLIANCE LLC | |||||||||||||
| 8110 GATEHOUSE RD STE 400W | FALLS CHURCH | VA | 22042 | 541802733 | HEALTHCARE | VA | PHC | RELATED | $119,757 | $1,787,232 | 0 | 0 | 0.50000 |
| ORTHOPAEDIC HOSPITAL MANAGEMENT LLC | |||||||||||||
| 3000 COLISEUM DRIVE | HAMPTON | VA | 23666 | 274185117 | MGT SVCS | VA | SH | RELATED | $152,851 | $6,986 | 0 | 0 | 0.40000 |
| CAREPLEX ORTHOPAEDIC ASC LLC | |||||||||||||
| 3000 COLISEUM DRIVE | HAMPTON | VA | 23666 | 271867311 | HEALTH CARE | VA | SH | RELATED | $2,813,628 | $3,005,593 | 0 | 0 | 0.50000 |
| PHYSICAL THERAPY ACACLLC | |||||||||||||
| 501 ALBEMARLE SQUARE | CHARLOTTESVILLE | VA | 22901 | 260080717 | HEALTH CARE | VA | MJME | UNRELATED | $186,445 | $329,441 | 0 | 0 | 0.50000 |
| MNS SUPPLY CHAIN NETWORK LLC | |||||||||||||
| 11525 N COMMUNITY HOUSE RD STE 450 | CHARLOTTE | NC | 28277 | 454235238 | GPO | DE | SHC | UNRELATED | $24,444 | $24,289 | 0 | Yes (1) | 0.33330 |
| LAKE RIDGE AMBULATORY SURGERY CENTER LLC | |||||||||||||
| 12825 MINNIEVILLE RD STE 204 | WOODBRIDGE | VA | 22192 | 455347932 | HEALTH CARE | VA | PHC | RELATED | $444,877 | $1,778,061 | 0 | 0 | 0.43760 |
| ALETA HEALTH LLC | |||||||||||||
| 2300 OPITZ BLVD | WOODBRIDGE | VA | 22191 | 465661314 | MSO | DE | PVC | UNRELATED | $7,815 | $981,441 | 0 | 0 | 0.51000 |
| OPACC I LLC | |||||||||||||
| 18000 W SARAH LANE SUITE 250 | BROOKFIELD | WI | 53045 | 392021431 | RE RENTAL | WI | SVI | UNRELATED | $353,359 | $3,058,218 | Yes (1) | 0 | 1.00000 |
| PORT WARWICK II LLC | |||||||||||||
| 18000 W SARAH LANE SUITE 250 | BROOKFIELD | WI | 53045 | 202739075 | RE RENTAL | WI | SVI | UNRELATED | $169,572 | $3,833,643 | Yes (1) | 0 | 1.00000 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (19 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 EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd | Share Of Total IncomeShareOfTotalIncomeAmt | 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 | $4,910,259 | 1.00000 | 0 | ||||||
| SENTARA HEALTH PLANS INC | |||||||||||||||||
| 6015 POPLAR HALL DRIVE | NORFOLK | VA | 23502 | 522368125 | TPA | VA | SENTARA HOLDINGS INC | C | $49,639,766 | 1.00000 | 0 | $20,120,394 | |||||
| OPTIMA HEALTH GROUP | |||||||||||||||||
| 6015 POPLAR HALL DRIVE | NORFOLK | VA | 23502 | 541473382 | HMO | VA | SENTARA HEALTH PLANS INC | C | $2,536,328 | 1.00000 | 0 | $2,069 | |||||
| OPTIMA HEALTH INSURANCE COMPANY | |||||||||||||||||
| 6015 POPLAR HALL DRIVE | NORFOLK | VA | 23502 | 541642752 | HEALTH INSURANCE | VA | SENTARA HEALTH PLANS INC | C | $28,717,428 | 1.00000 | 0 | $71,310,408 | |||||
| OPTIMA BEHAVIORAL HEALTH SERVICES | |||||||||||||||||
| 6015 POPLAR HALL DRIVE | NORFOLK | VA | 23502 | 621382666 | MENTAL HEALTH SVCS | VA | SENTARA HEALTH PLANS INC | C | $919,358 | 1.00000 | 0 | $39,524,920 | |||||
| SENTARA VENTURES INC | |||||||||||||||||
| 6015 POPLAR HALL DRIVE | NORFOLK | VA | 23502 | 541688615 | HOLDING COMPANY | VA | SENTARA HOLDINGS INC | C | $19,627,498 | 1.00000 | 0 | $24,181,376 | |||||
| SENTARA OBICI PROFESSIONAL CENTER | |||||||||||||||||
| 6015 POPLAR HALL DRIVE | NORFOLK | VA | 23502 | 541445865 | RE RENTAL | VA | SENTARA HOLDINGS INC | C | $242,441 | 1.00000 | 0 | ||||||
| SENTARA STRATEGIC SOLUTIONS INC | |||||||||||||||||
| 6015 POPLAR HALL DRIVE | NORFOLK | VA | 23502 | 541020941 | HEALTH CARE | VA | SEN OBICI PROF CTR | C | $2,245 | 1.00000 | 0 | $779 | |||||
| SENTARA HEALTH PLANS OF OHIO INC | |||||||||||||||||
| 4417 CORPORATION LANE | VIRGINIA BEACH | VA | 23462 | 471509408 | TPA | OH | SENTARA HOLDINGS INC | C | $1,931,540 | 1.00000 | 0 | $5,497,791 | |||||
| SENTARA HEALTH INSURANCE CO OF NC | |||||||||||||||||
| 4417 CORPORATION LANE | VIRGINIA BEACH | VA | 23462 | 471888140 | HEALTH INSURANCE | NC | SENTARA HOLDINGS INC | C | $2,503,274 | 1.00000 | 0 | $3,216 | |||||
| SENTARA HEALTH PLANS OF NC INC | |||||||||||||||||
| 4417 CORPORATION LANE | VIRGINIA BEACH | VA | 23462 | 465510421 | TPA | NC | SENTARA HOLDINGS INC | C | $5,000 | 1.00000 | 0 | ||||||
| SENTARA SOUTHSIDE HEALTH SERVICES INC | |||||||||||||||||
| 2204 WILBORN AVENUE | SOUTH BOSTON | VA | 24592 | 541417772 | HEALTH SERVICES | VA | HALIFAX REGIONAL HOSPITAL INC | C | $518,332 | 1.00000 | 0 | $1,980,540 | |||||
| DOMINION HEALTH MEDICAL ASSOCIATES LTD | |||||||||||||||||
| 2204 WILBORN AVENUE | SOUTH BOSTON | VA | 24592 | 541060357 | PHYS PRACTICE | VA | HALIFAX REGIONAL PROFESSIONAL SERVICES LLC | C | $4,133,959 | 1.00000 | 0 | $35,755,480 | |||||
| SMG INNOVATIONS INC | |||||||||||||||||
| 6015 POPLAR HALL DRIVE | NORFOLK | VA | 23502 | 203730331 | HEALTH CARE | VA | SENTARA MEDICAL GROUP | C | $1,599,306 | 1.00000 | 0 | $5,729,839 | |||||
| POTOMAC VENTURES CORP | |||||||||||||||||
| 2300 OPITZ BLVD | WOODBRIDGE | VA | 22191 | 541441420 | PHARMACY | VA | POTOMAC HOSPITAL CORP | C | $2,264,171 | 1.00000 | 0 | $664,627 | |||||
| ROCKINGHAM HEALTH SERVICES INC | |||||||||||||||||
| 2010 HEALTH CAMPUS DRIVE | ROCKINGHAM | VA | 22801 | 541721387 | CONTRACTING SVCS | VA | SENTARA RMH MEDICAL CENTER | C | $40 | 1.00000 | 0 | ||||||
| MARTHA JEFFERSON MEDICAL ENTERPRISES INC | |||||||||||||||||
| 500 MARTHA JEFFERSON DRIVE | CHARLOTTESVILLE | VA | 22911 | 541841528 | MEDICAL BILLING SVCS | VA | MARTHA JEFFERSON HOSPITAL | C | $3,699,761 | 1.00000 | 0 | $3,548,068 | |||||
| BAY PRIMEX INSURANCE COMPANY LTD | |||||||||||||||||
| 980704114 | INSURANCE | SENTARA HEALTHCARE | C | $81,394,909 | 1.00000 | 0 | $11,695,691 | PO BOX 1051 | GRAND CAYMAN | CJ | KY1-1102 | CJ | |||||
| ALBEMARLE PHYSICIAN SERVICES-SENTARA INC | |||||||||||||||||
| 1144 NORTH ROAD STREET | ELIZABETH CITY | NC | 27909 | 264592192 | PHYS PRACTICE | NC | SENTARA ALBEMARLE REGIONAL MEDICAL CENTER LLC | C | $2,217,999 | 1.00000 | 0 | $11,732,190 | |||||
| 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 | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | 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 (57 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| SENTARA HOSPITALS | ||
| C | $17,411,523 | CORP BOOKS/REC |
| SENTARA HOSPITALS | ||
| L | $50,383,384 | CORP BOOKS/REC |
| SENTARA HOSPITALS | ||
| M | $219,331 | CORP BOOKS/REC |
| SENTARA HOSPITALS | ||
| N | $1,271,101 | CORP BOOKS/REC |
| SENTARA HOSPITALS | ||
| P | $170,199 | CORP BOOKS/REC |
| SENTARA HOSPITALS | ||
| Q | $83,960 | CORP BOOKS/REC |
| SENTARA HOSPITALS | ||
| C | $195,878,610 | CORP BOOKS/REC |
| POTOMAC HOSPITAL CORP OF PRINCE WILLIAM | ||
| C | $1,469,869 | CORP BOOKS/REC |
| POTOMAC HOSPITAL CORP OF PRINCE WILLIAM | ||
| L | $3,677,869 | CORP BOOKS/REC |
| POTOMAC HOSPITAL CORP OF PRINCE WILLIAM | ||
| O | $114,168 | CORP BOOKS/REC |
| POTOMAC HOSPITAL CORP OF PRINCE WILLIAM | ||
| S | $2,840,211 | CORP BOOKS/REC |
| SENTARA PRINCESS ANNE HOSPITAL | ||
| A | $7,198,404 | CORP BOOKS/REC |
| SENTARA PRINCESS ANNE HOSPITAL | ||
| D | $139,954,291 | CORP BOOKS/REC |
| SENTARA PRINCESS ANNE HOSPITAL | ||
| L | $5,159,183 | CORP BOOKS/REC |
| SENTARA PRINCESS ANNE HOSPITAL | ||
| Q | $140,174,665 | CORP BOOKS/REC |
| SENTARA PRINCESS ANNE HOSPITAL | ||
| S | $11,866,432 | CORP BOOKS/REC |
| SMG INNOVATIONS INC | ||
| Q | $177,031 | CORP BOOKS/REC |
| SENTARA MEDICAL GROUP | ||
| B | $78,624,227 | CORP BOOKS/REC |
| SENTARA MEDICAL GROUP | ||
| C | $916,119 | CORP BOOKS/REC |
| SENTARA MEDICAL GROUP | ||
| L | $2,405,498 | CORP BOOKS/REC |
| SENTARA MEDICAL GROUP | ||
| M | $105,146 | CORP BOOKS/REC |
| SENTARA MEDICAL GROUP | ||
| P | $426,423 | CORP BOOKS/REC |
| SENTARA ENTERPRISES | ||
| B | $3,079,983 | CORP BOOKS/REC |
| SENTARA ENTERPRISES | ||
| C | $2,254,302 | CORP BOOKS/REC |
| SENTARA ENTERPRISES | ||
| L | $3,682,054 | CORP BOOKS/REC |
| SENTARA ENTERPRISES | ||
| M | $75,759 | CORP BOOKS/REC |
| MPB INC | ||
| B | $22,715,300 | CORP BOOKS/REC |
| MPB INC | ||
| K | $175,253 | CORP BOOKS/REC |
| MPB INC | ||
| L | $705,750 | CORP BOOKS/REC |
| MPB INC | ||
| A | $384,624 | CORP BOOKS/REC |
| MPB INC | ||
| Q | $382,593 | CORP BOOKS/REC |
| SENTARA LIFE CARE CORP | ||
| C | $1,103,977 | CORP BOOKS/REC |
| SENTARA LIFE CARE CORP | ||
| L | $2,851,983 | CORP BOOKS/REC |
| SENTARA LIFE CARE CORP | ||
| B | $701,751 | CORP BOOKS/REC |
| SENTARA VENTURES INC | ||
| O | $179,992 | CORP BOOKS/REC |
| SENTARA HEALTH PLANS INC | ||
| L | $6,325,962 | CORP BOOKS/REC |
| SENTARA HEALTH PLANS INC | ||
| M | $7,562,978 | CORP BOOKS/REC |
| SENTARA HEALTH PLANS INC | ||
| Q | $15,251,918 | CORP BOOKS/REC |
| SENTARA HEALTH PLANS INC | ||
| S | $1,771,958 | CORP BOOKS/REC |
| SENTARA HOLDINGS INC | ||
| B | $7,500,000 | CORP BOOKS/REC |
| MARTHA JEFFERSON HOSPITAL | ||
| C | $519,342 | CORP BOOKS/REC |
| MARTHA JEFFERSON HOSPITAL | ||
| B | $6,287,590 | CORP BOOKS/REC |
| MARTHA JEFFERSON HOSPITAL | ||
| L | $1,299,468 | CORP BOOKS/REC |
| MARTHA JEFFERSON HOSPITAL | ||
| O | $114,168 | CORP BOOKS/REC |
| BAY PRIMEX INSURANCE COMPANY LTD | ||
| S | $8,287,479 | CORP BOOKS/REC |
| OBICI ASC | ||
| Q | $168,062 | CORP BOOKS/REC |
| PRINCESS ANNE ASC | ||
| L | $103,822 | CORP BOOKS/REC |
| PRINCESS ANNE ASC | ||
| Q | $198,605 | CORP BOOKS/REC |
| ST LUKES PROPERTIES LLC | ||
| Q | $425,249 | CORP BOOKS/REC |
| HALIFAX REGIONAL HOSPITAL | ||
| B | $21,108,914 | CORP BOOKS/REC |
| SENTARA RMH MEDICAL CENTER | ||
| C | $70,867,648 | CORP BOOKS/REC |
| SENTARA RMH MEDICAL CENTER | ||
| L | $2,613,064 | CORP BOOKS/REC |
| SENTARA RMH MEDICAL CENTER | ||
| O | $114,168 | CORP BOOKS/REC |
| MJH FOUNDATION | ||
| B | $380,504 | CORP BOOKS/REC |
| VALLEY WELLNESS CENTER | ||
| B | $2,291,750 | CORP BOOKS/REC |
| VALLEY WELLNESS CENTER | ||
| L | $71,181 | CORP BOOKS/REC |
| MJH FOUNDATION | ||
| S | $1,662,822 | 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 |