SENTARA HEALTH: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- SENTARA HEALTH (EIN 52-1271901)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-12
- IRS object ID
- 201533169349301238
- Schema version
- 2014v5.0
- 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 G
- Schedule I
- Schedule J
- Schedule K
- Schedule K
- Schedule K
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-12T09:45:47-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | 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 | 2015-11-12 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DAVID L BERND | 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 | $1,081,733,785 | 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 | 16 | VotingMembersIndependentCnt |
| Total Employee | 562 | TotalEmployeeCnt |
| Total Volunteers | 25 | TotalVolunteersCnt |
| Total Gross UBI | $3,023,763 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $1,056,172 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $29,774,513 | PYContributionsGrantsAmt |
| CY Contributions Grants | $29,714,011 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $69,060,766 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $76,282,194 | CYProgramServiceRevenueAmt |
| PY Investment Income | $123,499,503 | PYInvestmentIncomeAmt |
| CY Investment Income | $152,162,694 | CYInvestmentIncomeAmt |
| PY Other Revenue | $19,312,233 | PYOtherRevenueAmt |
| CY Other Revenue | $22,303,584 | CYOtherRevenueAmt |
| PY Total Revenue | $241,647,015 | PYTotalRevenueAmt |
| CY Total Revenue | $280,462,483 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,363,623 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,073,939 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $68,728,064 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $73,808,562 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $42,491 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $45,962 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $573,968 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $52,899,274 | PYOtherExpensesAmt |
| CY Other Expenses | $49,902,651 | CYOtherExpensesAmt |
| PY Total Expenses | $124,033,452 | PYTotalExpensesAmt |
| CY Total Expenses | $125,831,114 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $117,613,563 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $154,631,369 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,142,479,782 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,234,702,724 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,683,742,530 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,837,521,879 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,458,737,252 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,397,180,845 | 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 | $103,508,056 | ExpenseAmt |
| Grant | $2,073,939 | GrantAmt |
| Revenue | $84,613,430 | RevenueAmt |
| Desc | SEE SCHEDULE O. | Desc |
| Total Program Service Expenses | $103,508,056 | 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 | Yes (1) | 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 | Yes (1) | InvestTaxExemptBondsInd |
| Escrow Account | Yes (1) | 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 | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | Yes (1) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 187 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 562 | 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 | 16 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | 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 (37 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 | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| JOHN AGOLA | ||||||||||
| DIRECTOR (EFFECTIVE 9/2014) | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DAVID L BERND | ||||||||||
| CEO/DIRECTOR | 40.00 | 14.20 | Yes (X) | $4,230,690 | $0 | $87,267 | Yes (X) | |||
| JOAN P BROCK | ||||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DIAN T CALDERONE | ||||||||||
| DIRECTOR (EFFECTIVE 3/2014) | 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 | 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 | ||||
| RICHARD O HARRELL III | ||||||||||
| DIRECTOR | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| HENRY U HARRIS III | ||||||||||
| DIRECTOR/VICE CHAIRMAN | 2.00 | 1.00 | 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 | 2.00 | Yes (X) | $0 | $7,550 | $0 | ||||
| PETER D PRUDEN III | ||||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MARC B SHARP | ||||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MARION WALL | ||||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| THOMAS L WOODWARD | ||||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ROBERT A BROERMANN | ||||||||||
| SVP/CFO/TREASURER | 40.00 | 12.80 | $1,506,536 | $0 | $238,926 | Yes (X) | ||||
| HOWARD P KERN | ||||||||||
| COO/PRESIDENT | 40.00 | 12.20 | $1,973,999 | $0 | $3,195,033 | Yes (X) | ||||
| JEFFREY P KING | ||||||||||
| VP/SECRETARY/GEN. COUNSEL | 40.00 | 7.00 | $669,601 | $0 | $105,930 | Yes (X) | ||||
| MICHAEL M DUDLEY | ||||||||||
| KE (SHC SVP & PRESIDENT, SHP) | 10.00 | 41.00 | $940,174 | $0 | $786,430 | Yes (X) | ||||
| VICKY G GRAY | ||||||||||
| KE (SVP, SYSTEM DEVELOPMENT) | 40.00 | 1.00 | $772,636 | $0 | $114,901 | Yes (X) | ||||
| TERRY M GILLILAND MD | ||||||||||
| KE (SVP & CMO) | 40.00 | 6.20 | $1,117,730 | $0 | $144,274 | Yes (X) | ||||
| KENNETH M KRAKAUR | ||||||||||
| KE (SVP & PRESIDENT PENINSULA REGION) | 40.00 | 5.00 | $788,841 | $0 | $117,707 | Yes (X) | ||||
| MICHAEL V TAYLOR | ||||||||||
| KE (SVP HUMAN RESOURCES) | 40.00 | 0.00 | $914,408 | $0 | $159,090 | Yes (X) | ||||
| MEGAN R PERRY | ||||||||||
| CVP, MERGERS & ACQUISITIONS | 40.00 | 1.00 | $737,001 | $0 | $267,820 | Yes (X) | ||||
| GRACE R HINES | ||||||||||
| CVP, SYSTEM INTERGRATION | 40.00 | 0.00 | $566,306 | $0 | $170,903 | Yes (X) | ||||
| GARY R YATES MD | ||||||||||
| PRESIDENT, SHC QUALITY CARE NETWORK | 40.00 | 0.00 | $547,050 | $0 | $228,859 | Yes (X) | ||||
| DOUGLAS M THOMPSON | ||||||||||
| VP, DECISION SUPPORT | 40.00 | 0.00 | $540,586 | $0 | $111,540 | Yes (X) | ||||
| VIKKI CHARLES | ||||||||||
| VP, CORP FINANCE | 40.00 | 0.00 | $401,416 | $0 | $178,716 | Yes (X) | ||||
| MARY L BLUNT | ||||||||||
| FORMER OFFICER | 0.00 | 41.00 | $0 | $949,902 | $233,330 | Yes (X) | ||||
| MICHAEL V GENTRY | ||||||||||
| FORMER OFFICER | 0.00 | 43.80 | $0 | $945,093 | $137,601 | Yes (X) | ||||
| ROBERT L GRAVES | ||||||||||
| FORMER OFFICER | 0.00 | 40.00 | $0 | $254,667 | $31,550 | Yes (X) | ||||
| DAVID R MAIZEL MD | ||||||||||
| FORMER OFFICER | 0.00 | 0.00 | $766,773 | $0 | $15,701 | Yes (X) | ||||
| GENEMARIE W MCGEE | ||||||||||
| FORMER OFFICER | 0.00 | 40.00 | $0 | $390,679 | $216,102 | Yes (X) | ||||
| BERTRAM S REESE | ||||||||||
| FORMER OFFICER | 0.00 | 40.00 | $0 | $893,376 | $165,336 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $16,473,747 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $3,441,267 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $6,707,016 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 134 | 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 | $2,054,038 |
| KPMG LLP | |||||
| 999 WATERSIDE DRIVE | NORFOLK | VA | 23510 | PROFESSIONAL SERVICES | $1,786,815 |
| PRICEWATERHOUSE COOPERS LLP | |||||
| P O BOX 905695 | CHARLOTTE | NC | 28290 | PROFESSIONAL SERVICES | $1,044,266 |
| EPAM SYSTEMS INC | |||||
| P O BOX 822469 | PHILADELPHIA | PA | 19182 | SOFTWARE ENGINEERING | $791,451 |
| TOWERS WATSON INC | |||||
| P O BOX 277665 | ATLANTA | GA | 303847665 | PROFESSIONAL SERVICES | $710,225 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 59 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $28,665,614 | RelatedOrganizationsAmt |
| All Other Contributions | $1,048,397 | AllOtherContributionsAmt |
| Total Contributions | $29,714,011 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| SUPPORT SERVICES | 900099 | $76,066,227 | $74,252,089 | $1,814,138 |
| WORKING DESIGN | 900099 | $215,967 | $211,119 | $4,848 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $76,282,194 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $53,535,206 | TotalRevenueColumnAmt |
| Exclusion | $53,535,206 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $899,898,790 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $801,271,302 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $98,627,488 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $98,627,488 | TotalRevenueColumnAmt |
| Exclusion | $98,627,488 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|---|
| DEEMED DISTR. FROM CFC | 524298 | $9,560,881 | $9,560,881 | ||
| INTERCO INTEREST CHARGES | 900099 | $7,402,989 | $7,402,989 | ||
| SUBPART F INCOME | 524298 | $2,278,047 | $1,387,704 | $890,343 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,061,667 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,747,233 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $314,434 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $22,303,584 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $280,462,483 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $84,613,430 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $3,023,763 | UnrelatedBusinessRevenueAmt |
| Exclusion | $163,111,279 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,625,163 | TotalAmt |
| Program Services | $1,625,163 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $448,776 | TotalAmt |
| Program Services | $448,776 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,864,173 | TotalAmt |
| Program Services | $14,291,338 | ProgramServicesAmt |
| Management And General | $3,572,835 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $167,598 | TotalAmt |
| Program Services | $134,078 | ProgramServicesAmt |
| Management And General | $33,520 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,378,613 | TotalAmt |
| Program Services | $32,871,434 | ProgramServicesAmt |
| Management And General | $8,217,859 | ManagementAndGeneralAmt |
| Fundraising | $289,320 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,401,917 | TotalAmt |
| Program Services | $5,094,338 | ProgramServicesAmt |
| Management And General | $1,273,585 | ManagementAndGeneralAmt |
| Fundraising | $33,994 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,884,710 | TotalAmt |
| Program Services | $3,887,017 | ProgramServicesAmt |
| Management And General | $971,754 | ManagementAndGeneralAmt |
| Fundraising | $25,939 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,111,551 | TotalAmt |
| Program Services | $2,471,275 | ProgramServicesAmt |
| Management And General | $617,819 | ManagementAndGeneralAmt |
| Fundraising | $22,457 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,014,291 | TotalAmt |
| Program Services | $3,211,433 | ProgramServicesAmt |
| Management And General | $802,858 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,240,895 | TotalAmt |
| Program Services | $992,716 | ProgramServicesAmt |
| Management And General | $248,179 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $943,340 | TotalAmt |
| Program Services | $754,672 | ProgramServicesAmt |
| Management And General | $188,668 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,520 | TotalAmt |
| Program Services | $39,616 | ProgramServicesAmt |
| Management And General | $9,904 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,962 | TotalAmt |
| Fundraising | $45,962 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,266,193 | TotalAmt |
| Program Services | $7,412,954 | ProgramServicesAmt |
| Management And General | $1,853,239 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,383,437 | TotalAmt |
| Program Services | $6,462,330 | ProgramServicesAmt |
| Management And General | $906,682 | ManagementAndGeneralAmt |
| Fundraising | $14,425 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,366,735 | TotalAmt |
| Program Services | $5,086,264 | ProgramServicesAmt |
| Management And General | $1,271,566 | ManagementAndGeneralAmt |
| Fundraising | $8,905 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,317,685 | TotalAmt |
| Program Services | $1,013,166 | ProgramServicesAmt |
| Management And General | $253,291 | ManagementAndGeneralAmt |
| Fundraising | $51,228 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,313,714 | TotalAmt |
| Program Services | $1,850,971 | ProgramServicesAmt |
| Management And General | $462,743 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,152,977 | TotalAmt |
| Program Services | $922,382 | ProgramServicesAmt |
| Management And General | $230,595 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $724,825 | TotalAmt |
| Program Services | $579,860 | ProgramServicesAmt |
| Management And General | $144,965 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $140,936 | TotalAmt |
| Program Services | $112,749 | ProgramServicesAmt |
| Management And General | $28,187 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,009,940 | TotalAmt |
| Program Services | $11,005,996 | ProgramServicesAmt |
| Management And General | $3,944 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $507,848 | TotalAmt |
| Program Services | $406,278 | ProgramServicesAmt |
| Management And General | $101,570 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,434,111 | TotalAmt |
| Program Services | $1,947,289 | ProgramServicesAmt |
| Management And General | $486,822 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| UNRELATED BUSINESS TAX | $183,709 | $183,709 | ||
| PURCHASED & CONTRACTED | $2,923,813 | $2,276,654 | $569,163 | $77,996 |
| RECRUITING EXPENSES | $1,554,562 | $1,243,650 | $310,912 | |
| ORGANIZATIONAL DUES | $1,445,604 | $1,156,483 | $289,121 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$5,071,484 | TotalAmt |
| Program Services | -$3,974,535 | ProgramServicesAmt |
| Management And General | -$1,100,691 | ManagementAndGeneralAmt |
| Fundraising | $3,742 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $125,831,114 | TotalAmt |
| Program Services | $103,508,056 | ProgramServicesAmt |
| Management And General | $21,749,090 | ManagementAndGeneralAmt |
| Fundraising | $573,968 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $551,451,730 | BOYAmt |
| EOY | $470,480,613 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $678,294 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $151,039,357 | BOYAmt |
| EOY | $146,659,181 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,032,660 | BOYAmt |
| EOY | $4,208,298 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $21,087,855 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $16,061,274 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,795,708 | BOYAmt |
| EOY | $5,026,581 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,537,314,197 | BOYAmt |
| EOY | $2,015,116,613 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $304,083,251 | BOYAmt |
| EOY | $444,047,828 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $589,762,879 | BOYAmt |
| EOY | $148,485,316 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,142,479,782 | BOYAmt |
| EOY | $3,234,702,724 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $178,686,529 | BOYAmt |
| EOY | $147,954,335 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $288,500 | BOYAmt |
| EOY | $787,988 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $22,375 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,315,733,034 | BOYAmt |
| EOY | $1,295,306,260 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $189,034,467 | BOYAmt |
| EOY | $393,450,921 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,683,742,530 | BOYAmt |
| EOY | $1,837,521,879 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,456,511,939 | BOYAmt |
| EOY | $1,394,370,485 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,225,313 | BOYAmt |
| EOY | $2,810,360 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,458,737,252 | BOYAmt |
| EOY | $1,397,180,845 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,142,479,782 | BOYAmt |
| EOY | $3,234,702,724 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $154,631,369 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$73,340,725 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$142,847,051 | 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 | $13,489,023 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $66,189,186 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $21,133,614 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $29,774,513 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $29,714,011 | CurrentTaxYearAmt |
| Total | $160,300,347 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,489,023 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $66,189,186 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $21,133,614 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $29,774,513 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $29,714,011 | CurrentTaxYearAmt |
| Total | $160,300,347 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $160,300,347 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $36,386,851 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $40,093,753 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $42,959,801 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $40,863,885 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $57,200,957 | CurrentTaxYearAmt |
| Total | $217,505,247 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $29,377 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $866,623 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,182,283 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $619,603 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $697,409 | CurrentTaxYearAmt |
| Total | $3,395,295 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $381,200,889 | TotalSupportAmt |
| Public Support CY170 | 0.42050 | PublicSupportCY170Pct |
| Public Support PY170 | 0.46210 | 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 | $10,827 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | Yes (1) | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $239,796 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $250,623 | 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 | $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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| 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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| 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 |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $77,901,428 | BeginningYearBalanceAmt |
| Contributions | $324,828 | ContributionsAmt |
| Investment Earnings Or Losses | -$3,720,513 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $157,906 | GrantsOrScholarshipsAmt |
| Other Expenditures | $436,283 | OtherExpendituresAmt |
| End Year Balance | $73,911,554 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.96510 | BoardDesignatedBalanceEOYPct |
| Term Endowment Balance EOY | 0.03490 | 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 | $4,451,674 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,676,462 | DepreciationAmt |
| Book Value | $775,212 | 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 | $12,933,310 | OtherCostOrOtherBasisAmt |
| Depreciation | $11,768,431 | DepreciationAmt |
| Book Value | $1,164,879 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $980,714 | OtherCostOrOtherBasisAmt |
| Depreciation | $388,044 | DepreciationAmt |
| Book Value | $592,670 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $5,026,581 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (19 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| JPMORGAN MULTI STRATEGY FUND | $26,403,031 | F |
| OAKTREE MEZZANINE FUND II | $1,081,447 | F |
| UBS TRUMBULL PROPERTY INCOME FUND | $100,433,975 | F |
| UBS TRUMBULL PROPERTY FUND | $38,599,543 | F |
| OAKTREE REAL ESTATE OPPORTUNITIES FUND IV | $8,659,413 | F |
| OAKTREE REAL ESTATE OPPORTUNITIES FUND V | $7,077,409 | F |
| HEALTH ENTERPRISES PARTNERS I, LP | $1,458,151 | F |
| SANTE HEALTH VENTURES I, LP | $3,598,203 | F |
| SANTE HEALTH VENTURES II, LP | $1,116,905 | F |
| POINTER OFFSHORE LTD - HEDGE FUND | $25,396,462 | F |
| WELLINGTON DIVERSIFIED INFLATION HEDGES | $76,094,611 | F |
| HEALTH ENTERPRISES PARTNERS II, LP | $684,517 | F |
| OAKTREE PRIVATE INVESTMENT FUND 2012 | $19,426,365 | F |
| PIMCO BRAVO II FUND | $9,369,089 | F |
| TTCP FUND I LP | $1,771,505 | F |
| PELOTON EQUITY FUND I LP | $1,054,673 | F |
| OAKTREE PRINCIPAL OPPORTUNITIES FD IV, L.P. | $3,449,428 | F |
| PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION FUND LLC | $118,000,000 | F |
| OAKTREE PRINCIPAL OPPORTUNITIES V, L.P. | $373,101 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $444,047,828 | TotalBookValueSecuritiesAmt |
| Federal Income Tax Liability | $365,553 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO AFFILIATES | $7,691,116 |
| OTHER LT LIABILITIES | $351,361,087 |
| OTHER CURRENT LIABILITIES | $34,033,165 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $393,450,921 | 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 | $70,985,743 |
| 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 | $70,985,743 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $70,985,743 | 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 CONSIDERED AN UNRELATED TRADE OR BUSINESS AND IS REPORTED AS SUCH ON FORM 990 PART VIII LINE 11. | ExplanationTxt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CORPORATE DEVELOPMINT | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4000 FABER PLACE DR | AddressLine1Txt |
| City | CHARLESTON | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 294058585 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | CONSULTING | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $1,128,565 | GrossReceiptsAmt |
| Retained By Contractor | $45,962 | RetainedByContractorAmt |
| Net To Organization | $1,082,603 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $1,128,565 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $45,962 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $1,082,603 | TotalNetToOrganizationAmt |
| Licensed States | VA | LicensedStatesCd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2B | FormAndLineReferenceDesc |
| Explanation | AS THE PARENT ORGANIZATION, SENTARA HEALTHCARE PERFORMS FUNDRAISING ACTIVITIES FOR ALL OF ITS 501(C)(3) SUBSIDIARIES. CONTRIBUTIONS RAISED ARE REPORTED ON THE APPLICABLE FORM 990, DEPENDING ON DONOR SPECIFICATIONS. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (40 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) | $45,000 | HEALTHCARE ACCESS TO UNDERINSURED | |
| ACCESS COLLEGE FOUNDATION | ||||||||
| 7300 NEWPORT AVE STE 500 | NORFOLK | VA | 23505 | 541440734 | 501(C)(3) | $10,000 | SPONSORSHIP | |
| AMERICAN PARKINSON'S DISEASE ASSOCIATION OF HAMPTON ROADS | ||||||||
| 4560 PRINCESS ANNE ROAD | VIRGINIA BEACH | VA | 23456 | 131962771 | 501(C)(3) | $8,000 | SPONSORSHIP | |
| 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 BAY FOUNDATION INC | ||||||||
| 6 HERNDON AVENUE | ANNAPOLIS | MD | 21403 | 526065757 | 501(C)(3) | $100,000 | RESTORING CHESAPEAKE BAY TO PRESERVE DIVERSE WILDLIFE AND ENSURE CLEAN WATER | |
| 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 | |
| COALITION TO PROTECT AMERICA'S HEALTHCARE | ||||||||
| 800 10TH ST NW TWO CITYCENTER | WASHINGTON | DC | 20001 | 522253225 | 501(C)(4) | $100,000 | PROVIDE EDUCATION AND INFORMATION TO MEMBERS OF THE PUBLIC AND POLICY MAKERS ON HEALTHCARE ISSUES | |
| COMMUNITY FREE CLINIC OF NEWPORT NEWS | ||||||||
| 727 25TH STREET | NEWPORT NEWS | VA | 23607 | 273510814 | 501(C)(3) | $25,000 | NEW CLINIC CONTRIBUTION | |
| 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) | $9,800 | 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 ROADS COMMUNITY HEALTH CENTER | ||||||||
| 664 LINCOLN STREET | PORTSMOUTH | VA | 23704 | 541626757 | 501(C)(3) | $68,000 | HEALTHCARE PROVIDER FOR LOW INCOME AND UNINSURED | |
| HAMPTON ECUMENICAL LODGINGS AND PROVISIONS INC | ||||||||
| P O BOX 190 | HAMPTON | VA | 23669 | 541209213 | 501(C)(3) | $17,000 | DENTAL CARE FOR INDIGENTS | |
| LACKEY FREE CLINIC | ||||||||
| 1620 OLD WILLIAMSBURG RD | YORKTOWN | VA | 23690 | 541850915 | 501(C)(3) | $25,000 | HEALTHCARE FOR INDIGENTS | |
| NEPTUNE FESTIVAL | ||||||||
| 265 KINGS GRANT ROAD STE 102 | VIRGINIA BEACH | VA | 23452 | 521372330 | 501(C)(3) | $25,000 | COMMUNITY ENJOYMENT AND ENRICHMENT | |
| NORTHAMPTON COUNTY DEPARTMENT OF EMERGENCY SERVICES | ||||||||
| 13294 LANKFORD HWY | EASTVILLE | VA | 23347 | 546001468 | COUNTY GOVERNMENT | $8,500 | PROVIDE MEDICAL EQUIPMENT TO AMBULANCES | |
| 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 | |
| PIN MINISTRY | ||||||||
| 557 S BIRDNECK ROAD SUITE 109 | VIRGINIA BEACH | VA | 23451 | 412126841 | 501(C)(3) | $10,000 | RESOURCES FOR THE POOR | |
| RX PARTNERSHIP | ||||||||
| 2924 EMERYWOOD PKWY STE 300 | RICHMOND | VA | 23294 | 571186937 | 501(C)(3) | $15,150 | ACCESS TO FREE MEDICATION | |
| SAMARITAN HOUSE INC | ||||||||
| 2620 SOUTHERN BLVD | VIRGINIA BEACH | VA | 23452 | 541291021 | 501(C)(3) | $14,200 | SERVING THE HOMELESS | |
| SETON YOUTH SHELTERS | ||||||||
| 3333 VIRGINIA BEACH BLVD STE 28 | VIRGINIA BEACH | VA | 23452 | 541250483 | 501(C)(3) | $15,000 | HIGH-RISK TEEN MENTAL HEALTHCARE | |
| SOUTHEASTERN VIRGINIA HEALTH SYSTEM | ||||||||
| 1033 28TH STREET | NEWPORT NEWS | VA | 23607 | 541083954 | 501(C)(3) | $37,000 | LAB AND MEDICAL SERVICES FOR INDIGENTS | |
| ST COLUMBA ECUMENICAL MINISTRIES | ||||||||
| 2414 LAFAYETTE BLVD | NORFOLK | VA | 23509 | 541394797 | 501(C)(3) | $12,000 | PRESCRIPTIONS | |
| 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) | $9,300 | 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) | $8,000 | MENTORING PROGRAM FOR AT RISK YOUTH | |
| VA SUPPORTIVE HOUSING | ||||||||
| P O BOX 8585 | RICHMOND | VA | 23226 | 541444564 | 501(C)(3) | $22,000 | CASE MANAGEMENT FOR HOMELESS | |
| THE VIRGINIA SYMPHONY | ||||||||
| 150 BOUSH STREET SUITE 201 | NORFOLK | VA | 23510 | 546000598 | 501(C)(3) | $22,500 | SUPPORT SYMPHONY IN PERFORMANCES TO BENEFIT THE PUBLIC | |
| VIRGINIA GENTLEMAN FOUNDATION (JT'S CAMP GROM) | ||||||||
| 2420 ATLANTIC AVENUE SUITE 201 | VIRGINIA BEACH | VA | 23451 | 261698094 | 501(C)(3) | $400,000 | CAMP FOR ADULTS AND CHILDREN LIVING WITH DISABILITIES OR SPECIAL NEEDS | |
| VIRGINIA FOUNDATION FOR COMMUNITY COLLEGE EDUCATION INC | ||||||||
| 101 N 14TH STREET 15TH FLOOR | RICHMOND | VA | 23219 | 237004354 | 501(C)(3) | $50,000 | SCHOLARSHIP FUNDING | |
| WESTERN TIDEWATER FREE CLINIC | ||||||||
| 2019 MEADE PKWY | SUFFOLK | VA | 23434 | 263302837 | 501(C)(3) | $25,000 | PROVIDE DENTAL PROGRAM ACCESS | |
| WHRO | ||||||||
| 5200 HAMPTON BLVD | NORFOLK | VA | 23508 | 540843118 | 501(C)(3) | $80,000 | PUBLIC TELEVISION FUNDING | |
| WILLIAM AND MARY ATHLETIC EDUCATIONAL FOUNDATION | ||||||||
| P O BOX 399 | WILLIAMSBURG | VA | 23187 | 546056480 | 501(C)(3) | $13,000 | FUNDING FOR ATHLETIC SCHOLARSHIPS | |
| MARTHA JEFFERSON HOSPITAL | ||||||||
| 500 MARTHA JEFFERSON DRIVE | CHARLOTTESVILLE | VA | 22911 | 540261840 | 501(C)(3) | $100,000 | SUPPORT INSTITUTE OF NURSING | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 38 | Total501c3OrgCnt |
| Total Other Org | 2 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (8 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| MORTGAGE PAYMENTS | 14 | $18,250 |
| RENT | 95 | $105,548 |
| UTILITIES | 91 | $54,365 |
| FOOD | 84 | $13,700 |
| CLOTHING | 1 | $200 |
| HOUSEHOLD MAINT/REPAIR | 7 | $4,713 |
| HOUSEHOLD GOODS | 1 | $2,000 |
| SCHOLARSHIPS | 50 | $250,000 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | 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., WIRELESS PHONES, 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 2014, 151 INDIVIDUAL EMPLOYEES WERE ASSISTED BY THE HOPE FUND. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| 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 (20 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 | $1,419,131 | $0 | $1,431,286 | $0 | $1,380,273 | $0 | $65,011 | $0 | $22,256 | $0 | $4,317,957 | $0 | $777,268 | $0 |
| ROBERT A BROERMANN | ||||||||||||||
| SVP/CFO/TREASURER | $750,106 | $0 | $537,843 | $0 | $218,587 | $0 | $221,150 | $0 | $17,776 | $0 | $1,745,462 | $0 | $98,673 | $0 |
| HOWARD P KERN | ||||||||||||||
| COO/PRESIDENT | $990,520 | $0 | $814,072 | $0 | $169,407 | $0 | $3,178,069 | $0 | $16,964 | $0 | $5,169,032 | $0 | $0 | $0 |
| JEFFREY P KING | ||||||||||||||
| VP/SECRETARY/GEN. COUNSEL | $457,714 | $0 | $186,368 | $0 | $25,519 | $0 | $83,230 | $0 | $22,700 | $0 | $775,531 | $0 | $10,062 | $0 |
| MICHAEL M DUDLEY | ||||||||||||||
| KE (SHC SVP & PRESIDENT, SHP) | $545,369 | $0 | $356,450 | $0 | $38,355 | $0 | $773,795 | $0 | $12,635 | $0 | $1,726,604 | $0 | $0 | $0 |
| VICKY G GRAY | ||||||||||||||
| KE (SVP, SYSTEM DEVELOPMENT) | $428,688 | $0 | $276,721 | $0 | $67,227 | $0 | $100,141 | $0 | $14,760 | $0 | $887,537 | $0 | $0 | $0 |
| TERRY M GILLILAND MD | ||||||||||||||
| KE (SVP & CMO) | $716,219 | $0 | $387,919 | $0 | $13,592 | $0 | $129,664 | $0 | $14,610 | $0 | $1,262,004 | $0 | $0 | $0 |
| KENNETH M KRAKAUR | ||||||||||||||
| KE (SVP & PRESIDENT PENINSULA REGION | $376,518 | $0 | $369,195 | $0 | $43,128 | $0 | $98,920 | $0 | $18,787 | $0 | $906,548 | $0 | $0 | $0 |
| MICHAEL V TAYLOR | ||||||||||||||
| KE (SVP HUMAN RESOURCES) | $486,463 | $0 | $347,132 | $0 | $80,813 | $0 | $142,081 | $0 | $17,009 | $0 | $1,073,498 | $0 | $48,855 | $0 |
| MEGAN R PERRY | ||||||||||||||
| CVP, MERGERS & ACQUISITIONS | $462,786 | $0 | $232,336 | $0 | $41,879 | $0 | $253,584 | $0 | $14,236 | $0 | $1,004,821 | $0 | $32,630 | $0 |
| GRACE R HINES | ||||||||||||||
| CVP, SYSTEM INTERGRATION | $323,182 | $0 | $179,205 | $0 | $63,919 | $0 | $150,497 | $0 | $20,406 | $0 | $737,209 | $0 | $0 | $0 |
| GARY R YATES MD | ||||||||||||||
| PRESIDENT, SHC QUALITY CARE NETWORK | $398,532 | $0 | $127,870 | $0 | $20,648 | $0 | $193,009 | $0 | $35,850 | $0 | $775,909 | $0 | $0 | $0 |
| DOUGLAS M THOMPSON | ||||||||||||||
| VP, DECISION SUPPORT | $309,668 | $0 | $162,927 | $0 | $67,991 | $0 | $97,005 | $0 | $14,535 | $0 | $652,126 | $0 | $0 | $0 |
| VIKKI CHARLES | ||||||||||||||
| VP, CORP FINANCE | $298,927 | $0 | $90,350 | $0 | $12,139 | $0 | $163,172 | $0 | $15,544 | $0 | $580,132 | $0 | $0 | $0 |
| MARY L BLUNT | ||||||||||||||
| FORMER OFFICER | $0 | $541,806 | $0 | $311,468 | $0 | $96,628 | $0 | $218,429 | $0 | $14,901 | $0 | $1,183,232 | $0 | $0 |
| MICHAEL V GENTRY | ||||||||||||||
| FORMER OFFICER | $0 | $534,422 | $0 | $307,694 | $0 | $102,977 | $0 | $123,532 | $0 | $14,069 | $0 | $1,082,694 | $0 | $52,785 |
| ROBERT L GRAVES | ||||||||||||||
| FORMER OFFICER | $0 | $35,448 | $0 | $211,644 | $0 | $7,575 | $0 | $30,027 | $0 | $1,523 | $0 | $286,217 | $0 | $0 |
| DAVID R MAIZEL MD | ||||||||||||||
| FORMER OFFICER | $16,817 | $0 | $255,414 | $0 | $494,542 | $0 | $2,704 | $0 | $12,997 | $0 | $782,474 | $0 | $0 | $0 |
| GENEMARIE W MCGEE | ||||||||||||||
| FORMER OFFICER | $0 | $263,217 | $0 | $111,245 | $0 | $16,217 | $0 | $194,332 | $0 | $21,770 | $0 | $606,781 | $0 | $0 |
| BERTRAM S REESE | ||||||||||||||
| FORMER OFFICER | $0 | $491,873 | $0 | $314,870 | $0 | $86,633 | $0 | $151,353 | $0 | $13,983 | $0 | $1,058,712 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | RELEVANT INFORMATION REGARDING COMPENSATION BENEFITS CHARTER TRAVEL WAS PROVIDED TO CERTAIN BOARD MEMBERS AND OFFICERS OF THE ORGANIZATION IN CONNECTION WITH BUSINESS PURPOSES ONLY AND WAS NOT TREATED AS TAXABLE COMPENSATION. FIRST CLASS TRAVEL WAS ALSO PROVIDED TO THE CEO ON CERTAIN LONG-DISTANCE BUSINESS TRIPS DUE TO THE LENGTH OF THE FLIGHT, IN ORDER TO ACCOMMODATE HIS CONDUCTING OF BUSINESS WHILE IN-FLIGHT. |
| 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 ORGANIZATION'S 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 AND HOWARD KERN 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 ORGANIZATION'S 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, ROBERT GRAVES, 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., AND GENEMARIE MCGEE, PARTICIPATED IN THE SENTARA CAPITAL ACCUMULATION ACCOUNT PLAN. PARTICIPATION IS LIMITED TO A SELECT GROUP OF CORPORATE EXECUTIVES AS APPROVED BY THE ORGANIZATION'S BOARD OF DIRECTOR'S COMPENSATION COMMITTEE. TERMS OF THE PLAN CHANGED EFFECTIVE JANUARY 1, 2009, WHEREBY VESTING OF CONTRIBUTIONS MADE ON OR AFTER THAT DATE NOW OCCURS ON THE EARLIER OF FIVE YEARS FOR EACH YEARS' CONTRIBUTIONS OR AGE 55 WITH 10 YEARS OF SERVICE. UNDER THE OLD TERMS, VESTING OF CONTRIBUTIONS MADE PRIOR TO JANUARY 1, 2009 OCCURS ON THE EARLIEST OF ASSIGNED DISTRIBUTION DATE, DEATH, INVOLUNTARY TERMINATION WITHOUT CAUSE OR COMPLETION OF TWO-YEAR NON-COMPETE AFTER VOLUNTARY TERMINATION (REGARDLESS OF ORIGINAL ASSIGNED DISTRIBUTION DATE). DURING 2014, THE FOLLOWING CORPORATE EXECUTIVES RECEIVED VESTED DISTRIBUTIONS UNDER THE PLAN: DAVID BERND ($1,328,440 ) MARY BLUNT ($75,537); ROBERT BROERMANN ($210,317); MICHAEL DUDLEY ($21,873); MICHAEL GENTRY ($88,045); ROBERT GRAVES ($4,557); VICKY GRAY ($58,503); GRACE HINES ($45,254); HOWARD KERN ($146,902); KENNETH KRAKAUR ($25,200); DAVID MAIZEL, M.D. ($14,991); MEGAN PERRY ($38,153); GENEMARIE MCGEE ($15,308); BERTRAM REESE ($67,089); MICHAEL TAYLOR ($74,078); JEFFREY KING ($17,327); DOUGLAS THOMPSON ($42,429); AND GARY YATES, M.D. ($16,902). THESE AMOUNTS HAVE BEEN REPORTED IN COLUMN (B)(III) OF SCHEDULE J, PART II. |
| PART I, LINE 7 | NON-FIXED PAYMENTS NOT LISTED DURING 2014, 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. |
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 | $2,045,000 | $160,515,000 | $160,515,000 | 2013 | Yes (1) | 0 | Yes (1) | Yes (1) | |||
| B | $4,175,000 | $216,009,050 | $15,226,499 | 2010 | 0 | 0 | Yes (1) | Yes (1) | $1,339,016 | $4,253,886 | $195,189,648 |
| C | $5,172,000 | $75,000,000 | $75,000,000 | 2011 | Yes (1) | 0 | Yes (1) | Yes (1) | |||
| D | $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 (13 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| DATE REBATE COMPUTATION PERFORMED | ISSUER NAME: EDA THE CITY OF NORFOLK DATE THE REBATE COMPUTATION WAS PERFORMED: 12/16/2007 |
| 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 ISSUANCE 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, ISSUER 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 ISSUANCE 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, ISSUER 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 ISSUANCE 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, ISSUER 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 ISSUANCE 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, ISSUER 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 ISSUANCE 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, ISSUER 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, ISSUER 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. |
| 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 WILL END NO LATER THAN 1/28/2015. 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. FIFTH YEAR WOULD BE 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 | ||||||||
| C | 237253445 | 2003-07-16 | $53,100,000 | FINANCING FOR CAPITAL AND FIXED ASSETS | 0 | 0 | 0 | |
| EDA THE CITY OF SUFFOLK | ||||||||
| 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 | Total ProceedsTotalProceedsAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | RetiredRetiredAmt | Capital ExpendituresCapitalExpendituresAmt |
|---|---|---|---|---|---|---|---|---|---|
| A | $10,000,000 | $10,000,000 | 2007 | Yes (1) | 0 | Yes (1) | Yes (1) | ||
| B | $10,000,000 | $10,000,000 | 2007 | Yes (1) | 0 | Yes (1) | Yes (1) | ||
| C | $53,100,000 | 2003 | 0 | 0 | Yes (1) | Yes (1) | $8,300,000 | $53,100,000 | |
| D | $156,615,000 | $156,615,000 | 2008 | Yes (1) | 0 | Yes (1) | Yes (1) | $1,450,000 |
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 | ||||||||
| B | 237253445 | 65588TAL3 | 2010-03-03 | $132,480,000 | REFUNDED SERIES 2009B&C | 0 | 0 | 0 |
| EDA THE CITY OF NORFOLK | ||||||||
| C | 237253445 | 65588TAN9 | 2012-04-26 | $68,890,000 | REFUNDED SERIES 2009A BONDS | 0 | 0 | 0 |
| EDA THE CITY OF NORFOLK | ||||||||
| 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 | $44,320,000 | $296,443,256 | $2,715,612 | $230,220,167 | $63,507,476 | 2011 | Yes (1) | 0 | Yes (1) | Yes (1) |
| B | $1,795,000 | $132,480,000 | $132,480,000 | 2010 | Yes (1) | 0 | Yes (1) | Yes (1) | ||
| C | $915,000 | $68,890,000 | $68,890,000 | 2012 | Yes (1) | 0 | Yes (1) | Yes (1) | ||
| D | $6,270,000 | $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 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | Yes (1) | Yes (1) | 0 | Yes (1) | 0 | 0 | 0 | Yes (1) |
| C | 0 | Yes (1) | Yes (1) | 0 | Yes (1) | 0 | 0 | 0 | Yes (1) |
| D | 0 | Yes (1) | 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 | $132,284 | EMPLOYMENT | 0 |
| KELLY B LAMPING | |||
| FAMILY MEMBER OF DAVID BERND, DIRECTOR AND OFFICER | $91,047 | EMPLOYMENT | 0 |
| MARC A SHARP | |||
| FAMILY MEMBER OF MARC B. SHARP, DIRECTOR | $76,551 | EMPLOYMENT | 0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (16 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 4A | SENTARA HEALTHCARE I. YOUR NOT-FOR-PROFIT HEALTH PARTNER FOR MORE THAN 126 YEARS, SENTARA HAS BEEN COMMITTED TO HELPING PEOPLE WHO WANT THE MOST DEDICATED MEDICAL PROFESSIONALS HELPING THEM THROUGH EVERY STAGE OF LIFE. TO PROVIDE A RANGE OF QUALITY CARE, WE HAVE GROWN SLOWLY THROUGHOUT VIRGINIA AND NORTH CAROLINA. WE HAVE REACHED OUT TO INDUSTRY LEADERS AND JOINED FORCES, AND WE NOW OPERATE MORE THAN 100 SITES OF CARE, INCLUDING 12 ACUTE CARE HOSPITALS - SEVEN IN HAMPTON ROADS, ONE IN NORTHERN VIRGINIA, TWO IN THE BLUE RIDGE REGION OF VIRGINIA, ONE IN SOUTHERN VIRGINIA AND ONE IN NORTH CAROLINA. FOR MORE THAN A DECADE, MODERN HEALTHCARE MAGAZINE RANKED US AS ONE OF THE NATION'S TOP INTEGRATED HEALTHCARE SYSTEMS. OUR NOT-FOR-PROFIT SYSTEM PROUDLY INCLUDES ADVANCED IMAGING CENTERS, NURSING AND ASSISTED-LIVING CENTERS, OUTPATIENT CAMPUSES, PHYSICAL THERAPY AND REHABILITATION SERVICES, HOME HEALTH AND HOSPICE AGENCY, A 3,800-PROVIDER MEDICAL STAFF, AND FIVE MEDICAL GROUPS. IN ADDITION, WE PROVIDE MEDICAL TRANSPORT AMBULANCES AND THE NIGHTINGALE AIR AMBULANCE, AND EXTEND HEALTH INSURANCE TO 450,000 PEOPLE THROUGH OPTIMA HEALTH, OUR AWARD-WINNING HEALTH PLAN. AMONG OUR STRENGTHS, WE ARE A NATIONAL LEADER IN HEART AND KIDNEY CARE, STROKE CARE, AND INFECTION PREVENTION, AND WE WERE THE FIRST IN THE NATION TO PIONEER AND DEVELOP THE EICU, A REMOTE MONITORING SYSTEM FOR INTENSIVE CARE. OUR DEDICATION TO IMPROVING AND INCREASING MEDICAL OPTIONS FOR OUR PATIENTS IS REINFORCED BY OUR ONGOING PARTICIPATION IN NATIONAL AND INTERNATIONAL RESEARCH. THESE VITAL MEDICAL TRIALS HELP US ADVANCE TOWARD OUR MISSION TO IMPROVE HEALTH EVERY DAY. IN NOVEMBER 2014, WE PROUDLY CELEBRATED 126 YEARS OF DELIVERING COMPASSIONATE AND QUALITY CARE. WHEN WE BEGAN AS THE RETREAT FOR THE SICK IN 1888 IN NORFOLK, VIRGINIA, MEDICAL PROVIDERS DEDICATED THEMSELVES TO CARING FOR NORFOLK'S POOR, FOCUSED ON MEETING THEIR IMMEDIATE HEALTHCARE NEEDS. AS NOTED ABOVE AND DETAILED IN THIS REPORT, WE HAVE GROWN INTO A MULTI-STATE, INTEGRATED HEALTHCARE SYSTEM COMMITTED TO STILL DELIVERING THAT SAME COMPASSIONATE AND QUALITY CARE - AND REACHING FAR BEYOND THE PATIENTS WHO COME DIRECTLY TO US. WE STRIVE TO SERVE EVERYONE IN OUR COMMUNITIES THROUGH HEALTH OUTREACH PROGRAMS, EDUCATION AND FINANCIAL SUPPORT OF OTHER NOT-FOR-PROFIT HEALTH ORGANIZATIONS. II. GROWING THE SENTARA FAMILY SINCE THE BEGINNING, SENTARA HAS REACHED OUT TO NEARBY INDUSTRY LEADERS AND JOINED FORCES TO EXTEND HEALTHCARE TO MORE PEOPLE. IN RECENT YEARS, WE HAVE GROWN IN VIRGINIA AND NORTH CAROLINA BY SEEKING PARTNERSHIPS WITH LONG-ESTABLISHED AND SUCCESSFUL HOSPITALS AND HEALTHCARE SYSTEMS THAT SHARE OUR DEDICATION TO EXCELLENCE AND VALUE. SOME OF OUR MOST RECENT ADDITIONS INCLUDE: A. HALIFAX REGIONAL HEALTH SYSTEM IN THE FALL OF 2012, HALIFAX REGIONAL HEALTH SYSTEM SIGNED A LETTER OF INTENT TO MERGE WITH SENTARA HEALTHCARE. IT IS AN INTEGRATED SYSTEM INCLUDING A 192-BED HOSPITAL, THREE LONG-TERM CARE FACILITIES, A HOME CARE AND HOSPICE FACILITY, AND A BROAD RANGE OF SPECIALTIES AND OUTPATIENT SERVICES ACROSS THE SOUTH BOSTON REGION, ABOUT 165 MILES WEST OF NORFOLK. THE MERGER WAS COMPLETED JULY 1, 2013, WHICH ALSO MARKED HALIFAX'S 60TH ANNIVERSARY SERVING THE SOUTH BOSTON COMMUNITY. THE SYSTEM'S EXTENSIVE EXPERIENCE CARING FOR RURAL COMMUNITIES MAKES IT PARTICULARLY VALUABLE TO LOCALS AND COMPLEMENTS THE SENTARA COMMITMENT TO PERSONALIZED HEALTHCARE. IT IS NOW THE 11TH OF TWELVE HOSPITALS IN OUR NOT-FOR-PROFIT INTEGRATED HEALTH SYSTEM. IN FEBRUARY 2015, HALIFAX REGIONAL HOSPITAL AND SUBSIDIARIES ADOPTED THE SENTARA NAME. B. SENTARA ALBEMARLE MEDICAL CENTER, MEDICAL GROUP AND RELATED FACILITIES SENTARA HEALTHCARE AND ALBEMARLE HEALTH OF NORTHEASTERN NORTH CAROLINA BEGAN A PARTNERSHIP MARCH 1, 2014, AFTER APPROVAL BY THE PASQUOTANK COUNTY BOARD OF COMMISSIONERS AND THE ALBEMARLE HOSPITAL AUTHORITY BOARD OF COMMISSIONERS AND THEIR TWO-YEAR PROCESS OF EVALUATING POTENTIAL PARTNERS. ALL FOUR ENTITIES SHARE THE GOALS OF IMPROVING THE COMMUNITY'S ACCESS TO PRIMARY CARE, MANAGING CHRONIC DISEASE AND IMPROVING SERVICES AND PROGRAMS IN THE REGION. LOCATED IN ELIZABETH CITY, SENTARA ALBEMARLE MEDICAL CENTER IS A 182 LICENSED-BED, FULL-SERVICE FACILITY OFFERING A WIDE RANGE OF SERVICES, INCLUDING: INPATIENT AND CRITICAL CARE, A FULL ARRAY OF SURGICAL SERVICES, SOPHISTICATED DIAGNOSTIC IMAGING TECHNOLOGY, COMPREHENSIVE WOMEN'S CARE, CARDIOLOGY, CANCER TREATMENT, REHABILITATION SERVICES AND MORE. SENTARA ALBEMARLE MEDICAL CENTER HAS ASSEMBLED A MEDICAL STAFF OF MORE THAN 100 PHYSICIANS, REPRESENTING NEARLY 30 SPECIALTIES, AND A CARING STAFF OF ALMOST 1,000 EMPLOYEES. IT IS NUMBER TWELVE OF OUR 12 HOSPITALS. ALBEMARLE PHYSICIAN SERVICES - SENTARA BRINGS TOGETHER A DEDICATED TEAM OF PRIMARY CARE AND SPECIALTY PHYSICIANS TO CARE FOR PATIENTS ACROSS NORTHEASTERN NORTH CAROLINA. ALL OF THE FACILITIES ADOPTED THE SENTARA NAME IN MAY 2014. III. CONSTANTLY LOOKING AHEAD TO BEST SERVE OUR COMMUNITIES AND PROVIDE THE MOST PATIENT-FOCUSED, COST-EFFECTIVE HEALTHCARE POSSIBLE, WE SEEK TO EXPAND AND ENHANCE OUR SERVICES IN A VARIETY OF WAYS. WE STRIVE TO BE THE FIRST IN OUR COMMUNITIES TO OFFER NEW, YET PROVEN, MEDICAL PROCEDURES, AND WE REACH OUT TO NEW COMMUNITIES TO OFFER SERVICES WE HAVE PROUDLY AND SUCCESSFULLY OFFERED IN OTHER REGIONS. WE ALSO LEAD AND PARTICIPATE IN RESEARCH EFFORTS TO IDENTIFY AND TEST FUTURE TREATMENTS AND BEST PRACTICES. SOME OF THE WAYS WE HAVE DONE THIS RECENTLY INCLUDE: A. OFFERING NEW PROCEDURES AND TECHNOLOGY SENTARA PHYSICIANS LEAD THE WAY BY OFFERING LIFE-SAVING PROCEDURES PREVIOUSLY NOT AVAILABLE OR NOT READILY AVAILABLE. BY DOING SO, THEY GIVE RESIDENTS THE COMFORT AND COST-SAVINGS OF BEING CLOSE TO HOME WHILE IMPROVING THEIR HEALTH. IN 2014, MARTHA JEFFERSON HOSPITAL BECAME THE FIRST HOSPITAL IN VIRGINIA TO INSTALL THE VARIAN PERFECTPITCH SIX-DEGREES-OF-FREEDOM ROBOTIC COUCH ON ITS LINEAR ACCELERATORS IN RADIATION ONCOLOGY. THE TECHNOLOGY HELPS TO PROVIDE PINPOINT POSITIONING OF PATIENTS UNDERGOING RADIATION THERAPY. IN 2014, SENTARA RMH MEDICAL CENTER JOINED FOUR OTHER SENTARA-RELATED LOCATIONS IN TREATING ADVANCED PROSTATE CANCER USING XOFIGO (RADIUM-223 DICHLORIDE), WHICH RECEIVED FDA APPROVAL IN MAY 2013. IT IS USED IN MEN WITH PROSTATE CANCER METASTASIZED TO THE BONES. THE PROGRAM IS ALSO OFFERED AT SENTARA CAREPLEX, SENTARA NORFOLK GENERAL, MARTHA JEFFERSON HOSPITAL AND PARTNER VIRGINIA ONCOLOGY ASSOCIATES' LAKE WRIGHT LOCATION IN NORFOLK. ALSO IN 2014, THE SENTARA LAKE RIDGE ADVANCED IMAGING CENTER INSTALLED AN MRI MACHINE TO PROVIDE GREATER ACCESS TO DIAGNOSTIC TESTING FOR PATIENTS IN THE EVER-EXPANDING NORTHERN VIRGINIA COMMUNITY. THE NEW MRI OFFERS A LARGER AND SHORTER BORE THAN TRADITIONAL MRI MACHINES, INSTANTLY PUTTING PATIENTS AT GREATER EASE IN THE MORE SPACIOUS DEVICE. THE MRI ROOM FEATURES NATURAL LIGHT THROUGH FROSTED WINDOWS AND MRI GOGGLES FOR TV OR MOVIE VIEWING TO FURTHER FOSTER A RELAXING EXAMINATION ENVIRONMENT. ADDITIONALLY, SENTARA LAKE RIDGE HAS INTRODUCED SCREENING TOOLS FOR PATIENT SAFETY TO AIDE MRI TECHNOLOGISTS IN DETECTING METAL IN A PATIENT'S BODY PRIOR TO ENTERING THE MRI ROOM. 2014 MARKED THE OPENING OF THE SENTARA AUTONOMIC LAB AT SENTARA HEART HOSPITAL AS WELL. THERE ARE ONLY A HANDFUL OF AUTONOMIC LABS IN THE COUNTRY. AUTONOMIC TESTING DETERMINES HOW WELL YOUR BODY IS REGULATING BLOOD PRESSURE, HEART RATE AND OTHER FUNCTIONS RELATED TO THE AUTONOMIC NERVOUS SYSTEM. THE AUTONOMIC LAB, INCLUDING THERMOREGULATORY SWEAT TESTING, OFFERS FULL-SERVICE AUTONOMIC TESTING AND IS A POTENTIAL REFERRAL SITE FOR PATIENTS THROUGHOUT THE COUNTRY. THE SAME YEAR, SENTARA RMH MEDICAL CENTER STAFF PERFORMED THE HOSPITAL'S FIRST MRI SCAN ON A PATIENT FITTED WITH A PACEMAKER FDA-APPROVED FOR USE IN THE MRI ENVIRONMENT. BEFORE THIS TYPE OF DEVICE WAS INVENTED, PATIENTS WITH IMPLANTED PACEMAKERS WERE PROHIBITED FROM GETTING AN MRI SCAN OVER THE LIFETIME OF THEIR IMPLANTED DEVICE BECAUSE IT WAS UNSAFE. IN 2013, SENTARA ADDED 3D MAMMOGRAPHY, A BREAKTHROUGH TECHNOLOGY FOR DETECTING EARLY BREAST CANCER, AT EIGHT BREAST IMAGING LOCATIONS FROM WILLIAMSBURG TO VIRGINIA BEACH. THE ADVANCED TECHNOLOGY CREATES 3D BREAST RECONSTRUCTIONS SO RADIOLOGISTS CAN VIEW BREASTS IN THIN LAYERS AND SEE EARLY CANCERS THAT WOULD NOT BE VISIBLE USING OTHER MAMMOGRAPHY. IN 2012, SENTARA WILLIAMSBURG REGIONAL MEDICAL CENTER STARTED A NEW TREATMENT FOR SEVERE ASTHMA CALLED BRONCHIAL THERMOPLASTY. THE MINIMALLY INVASIVE OUTPATIENT PROCEDURE USES A BRONCHOSCOPE TO DELIVER THERMAL ENERGY TO THE LUNGS OF PATIENTS WITH ASTHMA TO DECREASE THE AMOUNT OF SMOOTH MUSCLE IN THE LUNGS - THE MUSCLES THAT CONSTRICT AND RESULT IN ASTHMA SYMPTOMS. |
| FORM 990, PART III, LINE 4A | ALSO IN 2012, THE SENTARA CANCER NETWORK'S MOBILE PET/CT BEGAN PERFORMING BODY SCANS TO DISCOVER AND STAGE CANCERS THAT MAY HAVE SPREAD TO THE BONES. THIS IS POSSIBLE DUE TO THE FDA'S APPROVAL OF THE USE OF 18F-SODIUM FLUORIDE AS AN INJECTION. AT SENTARA RMH MEDICAL CENTER IN 2012, PATIENTS WITH THE HEART CONDITION ATRIAL FIBRILLATION BENEFITTED FROM A PROCEDURE CALLED CARDIAC CRYOABLATION, APPROVED BY THE FDA IN LATE 2010. CRYOABLATION EMPLOYS A SPECIAL BALLOON THAT'S FILLED WITH A COOLANT TO REDUCE ITS TEMPERATURE TO MINUS 80 DEGREES CELSIUS. THE BALLOON IS APPLIED TO THE HEART TISSUES THAT CAUSE IRREGULAR HEARTBEATS, AND THE COLD TEMPERATURES DESTROY THE TISSUE AND CORRECT THE HEART'S PROBLEM. IT HAS PROVED SUCCESSFUL FOR PATIENTS WHO DID NOT RESPOND FULLY TO OTHER TREATMENTS. WITH A $725,000 GRANT FROM THE POTOMAC HEALTH FOUNDATION, SENTARA NORTHERN VIRGINIA MEDICAL CENTER PURCHASED A NEW DIGITAL MAMMOGRAPHY VAN. WITH THE VAN, THE CENTER REACHES WOMEN WITH LITTLE OR NO INSURANCE, IN HOPES OF DETECTING CANCER EARLIER IN WOMEN IN PRINCE WILLIAM COUNTY, WHERE THERE'S A HIGHER-THAN-AVERAGE DEATH RATE FROM BREAST CANCER. B. EXPANDING SERVICE AREAS AND PARTNERSHIPS IN JUNE 2014, SENTARA JOINED FORCES WITH FOUR OF THE NATION'S TOP HEART TREATMENT CENTERS AND A LEADING PATIENT ADVOCACY ORGANIZATION TO FORM THE NATIONAL ALLIANCE OF INTEGRATED AFIB CENTERS (NAIAC). THEY SEEK TO COMBAT THE GROWING AND LIFE-THREATENING CONDITION OF AFIB (ATRIAL FIBRILLATION). SENTARA AND THE FIVE OTHER MEMBERS - CEDARS-SINAI HEART INSTITUTE, ST. HELENA ARRHYTHMIA CENTER, ST. VINCENT'S MEDICAL CENTER, ORLANDO HEALTH HEART INSTITUTE AND STOPAFIB.ORG - WILL IMPROVE MEDICAL CARE AND ENHANCE AFIB PATIENTS' QUALITY OF LIFE. AS OF JULY 1, 2014, SENTARA NORTHERN VIRGINIA MEDICAL CENTER (SNVMC) INSTITUTED A PARTNERSHIP WITH CHILDREN'S NATIONAL HEALTH SYSTEM TO PROVIDE NEONATAL CARE SERVICES. CHILDREN'S NATIONAL HEALTH SYSTEM NEONATOLOGISTS PROVIDE LEVEL 1 (TERM NURSERY) AND LEVEL 2 (INTERMEDIATE NURSERY) COVERAGE WITHIN THE SNVMC NICU (NEONATAL INTENSIVE CARE UNIT). THEY WORK JOINTLY WITH HOSPITAL STAFF AND ON-STAFF OBSTETRICIANS TO DETERMINE THE FEASIBILITY OF PROVIDING CARE FOR 28/29-WEEK NEWBORNS, AS WELL AS MOTHER AND BABY TREATMENT PLANS CREATED IN COLLABORATION WITH THE MOTHER'S OBSTETRICIAN. THE PARTNERSHIP ALLOWS SNVMC TO REDUCE THE NUMBER OF NICU TRANSFERS TO OTHER FACILITIES, FOSTERING THE CARE OF THESE SPECIAL PATIENTS CLOSER TO HOME. IN AUGUST 2014, SENTARA INVESTED IN NUSCRIPTRX, A COMPANY THAT ENHANCES MEDICATION SAFETY IN LONG-TERM CARE FACILITIES WHILE REDUCING WASTE AND COST. NUSCRIPTRX HAS DEVELOPED A FULLY AUTOMATED ON-SITE EMEDSTAT MEDICATION DISPENSING SYSTEM AND A FULL SERVICE CENTRALIZED PHARMACY THAT OFFERS SEVEN-DAY MEDICATION REPLENISHMENT VERSUS THE INDUSTRY STANDARD OF 30 DAYS. THIS ENSURES A MORE TIMELY RESPONSE TO MEDICATION CHANGES AND UP TO A SIXTY PERCENT REDUCTION IN PRODUCT WASTES AND TEN TO FIFTEEN PERCENT COST SAVINGS. DAILY DOSAGE PACKAGING CAN REDUCE MEDICATION PASS TIMES FROM THIRTY-FIVE TO FIFTY PERCENT. THE NUSCRIPTRX SYSTEM ALSO HELPS IMPROVE MEDICATION SAFETY WITH ONLINE PATIENT RECORDS. IN AUGUST 2012, SENTARA AND MDLIVE ANNOUNCED AN EQUITY PARTNERSHIP TO DELIVER 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 OR PARTNER PHYSICIAN WHO CAN DIAGNOSE LOW-ACUITY ILLNESSES, PROVIDE CARE, AND PRESCRIBE MEDICATIONS. IN 2013, SENTARA EMPLOYEES WITH OPTIMA HEALTH AND CIGNA INSURANCE RECEIVED THE BENEFIT OF SENTARA MDLIVE APPOINTMENTS FOR A $15 CO-PAY. WE SAW OVER 2,000 SENTARA EMPLOYEES/DEPENDENTS COVERED UNDER OPTIMA INSURANCE REGISTER WITH MDLIVE. THAT SAME YEAR, 429 EMPLOYEES AND THEIR FAMILIES MADE AN APPOINTMENT WITH MDLIVE. SENTARA IS WORKING WITH MDLIVE TO PARTNER WITH OTHER HEALTH SYSTEMS TO OFFER THE BENEFITS TO THEIR EMPLOYEES AND IS WORKING TO LEVERAGE THE TECHNOLOGY TO PILOT NEW MODELS TO TRANSFORM CARE AND IMPROVE LIVES. C. EXPANDING EDUCATIONAL SERVICES CONTINUING TO GROW AND DEVELOP AS WE AIM TO MEET THE DEMAND FOR WELL-EDUCATED HEALTHCARE EXPERTS, THE SENTARA SCHOOL OF HEALTH PROFESSIONALS CHANGED ITS NAME IN 2009 TO THE SENTARA COLLEGE OF HEALTH SCIENCES (SCHS). AT THE SAME TIME, IT RECEIVED APPROVAL TO OFFER A BACCALAUREATE DEGREE IN NURSING, A REQUIREMENT MORE HOSPITALS ARE SETTING FOR ITS STAFF. OUR BACHELOR OF SCIENCE IN NURSING PROGRAM BEGAN IN AUGUST 2010 WITH FOUR WAYS TO RECEIVE A DEGREE: TRADITIONAL BSN, LPN TO BSN, RN TO BSN AND EARLY ADMISSION FOR HIGH SCHOOL SENIORS. THE COLLEGE IS PROVIDING A NEW POOL OF HIGHLY COMPETENT NURSES: THE FIRST RN TO BSN CLASS GRADUATED IN MAY 2012 WITH SEVEN GRADUATES. TWENTY-SIX STUDENTS ALSO GRADUATED IN THE NEW, TRADITIONAL BSN PROGRAM, AND ONE STUDENT GRADUATED IN THE NEW LPN TO BSN PROGRAM. ALL STUDENTS PRACTICE THEIR SKILLS IN THE SENTARA SIMULATION LAB A MINIMUM OF EIGHT TIMES, ENABLING THEM TO PERFECT THEIR CRITICAL-THINKING SKILLS IN A SAFE ENVIRONMENT. THE LAB, EQUIPPED WITH SIX HIGH-FIDELITY PROGRAMMABLE MANNEQUINS WHO CAN CRY, SWEAT, BREATHE RAPIDLY AND DEVELOP SYMPTOMS OF CARDIAC ARREST, IS LOCATED INSIDE SCHS -- A FEATURE NOT FOUND IN MANY NURSING PROGRAMS -- SO THAT IT IS EASILY ACCESSIBLE FOR BOTH STUDENTS AND PROFESSORS, AND CLASSROOM INSTRUCTION OR FEEDBACK CAN OCCUR IMMEDIATELY AFTERWARDS. WE FURTHERED OUR OFFERINGS WITH THE SURGICAL TECHNOLOGY PROGRAM AT THE COLLEGE LAUNCHING THE FIRST ASSOCIATE OF OCCUPATIONAL SCIENCE DEGREE WITH THE JANUARY 2013 CLASS. D. RESEARCHING FOR THE FUTURE IN A PATIENT STUDY CONDUCTED AT SENTARA LEIGH HOSPITAL IN 2012, NURSES WERE EMPOWERED TO GIVE IV FLUIDS AT THE EARLIEST SIGNS THAT A KNEE OR HIP JOINT REPLACEMENT PATIENT'S BLOOD PRESSURE WAS TRENDING DOWNWARD. BEFORE THE STUDY, A 10-STEP PROCESS INCLUDING A PHYSICIAN ORDER WAS REQUIRED. THE NEW PROTOCOL SPED CARE AND REDUCED THE NUMBER OF PATIENTS WHOSE CONDITIONS WORSENED DUE TO LOW BLOOD PRESSURE BY THIRTY PERCENT. STUDY FINDINGS WERE SHARED WITH ORTHOPAEDIC NURSES FROM AROUND THE UNITED STATES DURING THE 33RD ANNUAL NATIONAL ASSOCIATION OF ORTHOPAEDIC NURSES CONFERENCE IN SAN ANTONIO IN MAY 2013. IN APRIL 2012, SENTARA HEART HOSPITAL JOINED THE HEARTLIGHT TRIAL FOR THE TREATMENT OF SYMPTOMATIC ATRIAL FIBRILLATION. USING A FIBER OPTIC LIGHT, DOCTORS LOOK INSIDE THE BEATING HEART OF PATIENTS, TESTING A NEW DEVICE CALLED THE CARDIOFOCUS HEARTLIGHT ENDOSCOPIC ABLATION SYSTEM. THE SYSTEM INCLUDES A BALLOON, SMALL CAMERA AND LASER LIGHT TO PRECISELY DELIVER LIGHT ENERGY TO MISFIRING AREAS OF THE HEART AND TO HELP RESTORE REGULAR HEART RHYTHM. THE STUDY REACHED A MILESTONE IN FEBRUARY 2013 WHEN IT ENROLLED MORE THAN HALF OF THE TOTAL STUDY PARTICIPANTS. IN A 10-MONTH, 2012 STUDY, SENTARA PHYSICIANS WORKED WITH THE EASTERN VIRGINIA MEDICAL SCHOOL STRELITZ DIABETES CENTER TO DEVELOP ALERTS IN THE SENTARA ECARE HEALTH NETWORK, OUR ELECTRONIC MEDICAL RECORD SYSTEM, WHEN A CHANGE OCCURS IN A DIABETIC PATIENT'S CONDITION. THE ALERTS OFFER GUIDANCE ABOUT THE APPROPRIATE CARE FOR EACH SITUATION. DURING THE STUDY PERIOD, PATIENTS SHOWED SUBSTANTIAL IMPROVEMENT. NEARLY 900 PATIENTS MOVED FROM THE HIGHEST LEVEL OF RISK FOR COMPLICATIONS TO A HEALTHIER RANGE. THE RESULTS WERE PRESENTED MAY 2, 2013 IN PHOENIX AT THE 22ND ANNUAL SCIENTIFIC AND CLINICAL CONGRESS OF THE AMERICAN ASSOCIATION OF CLINICAL ENDOCRINOLOGIST (AACE). 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. THE STUDY LAUNCHED AT THE SENTARA NORFOLK GENERAL HOSPITAL ICU AND IN THE SENTARA LEIGH HOSPITAL EAST TOWER IN THE FIRST QUARTER OF 2014 WITH MORE THAN 15,000 HORIZONTAL SQUARE FEET OF PATENT-PENDING CUPRON-ENHANCED EOS SURFACES INSTALLED. ANTI-ODOR TEXTILES MANUFACTURED BY ENCOMPASS ARE USED FOR PATIENT BED LINENS, GOWNS AND OTHER TEXTILES. BEGINNING NOVEMBER 2, 2014, SENTARA CAREPLEX HOSPITAL BECAME THE THIRD FACILITY IN OUR HOSPITAL FAMILY TO ADOPT COPPER-INFUSED LINENS. IN FEBRUARY 2015, SENTARA NORFOLK NURSING FACILITY BECAME THE FOURTH CENTER TO IMPLEMENT THE LINENS. THE COMPREHENSIVE PROGRAM IS BELIEVED TO BE THE WORLD'S LARGEST HOSPITAL EVALUATION OF ANTIMICROBIAL -PROTECTED MATERIALS, WITH THE GOAL OF COMBATING THE SPREAD OF PATHOGENS KNOWN TO CONTRIBUTE TO HEALTHCARE INFECTIONS. APPROXIMATELY SEVEN MILLION PEOPLE WORLDWIDE SUFFER FROM HOSPITAL-ACQUIRED INFECTIONS EACH YEAR. |
| FORM 990, PART III, LINE 4A | IN FEBRUARY 2014, RESEARCHERS AT THE SENTARA CARDIOVASCULAR RESEARCH INSTITUTE WERE AMONG THE FIRST IN VIRGINIA TO ENROLL PATIENTS IN THE PARACHUTE IV TRIAL OF AN INVESTIGATIONAL DEVICE TO TREAT HEART FAILURE IN PEOPLE WHO HAVE SUFFERED A HEART ATTACK. THE PARACHUTE VENTRICULAR PARTITIONING DEVICE, IF PROVEN EFFECTIVE IN THE FIVE-YEAR, 20-SITE STUDY, WOULD OFFER A NEW, NON-SURGICAL, MINIMALLY INVASIVE MEANS OF HELPING A DAMAGED HEART RECOVER. IV. BUILDING FOR THE FUTURE ALONG WITH REACHING OUT TO NEW COMMUNITIES, SENTARA HEALTHCARE STRIVES TO BUILD ON OUR EXISTING SERVICES AND IN OUR ESTABLISHED AREAS SO THAT WE EXCEED OUR PATIENTS' EXPECTATIONS AND MEET GROWING HEALTHCARE DEMANDS. SOME OF THE CHANGES WE HAVE INVESTED IN IN OUR ESTABLISHED COMMUNITIES RECENTLY INCLUDE: A. SENTARA NORTHERN VIRGINIA MEDICAL CENTER COMPLETES OPERATING ROOM MODERNIZATION TOPPING OFF SENTARA NORTHERN VIRGINIA MEDICAL CENTER REACHED A MAJOR CONSTRUCTION MILESTONE IN LATE 2014, TOPPING OFF THE STEEL FRAME OF THE NEW SURGICAL CENTER. THE TOPPING OFF EVENT MARKS THE COMPLETION OF THE STEEL CONSTRUCTION PHASE OF THE PROJECT THAT WILL PROVIDE ENHANCED SURGICAL SERVICES TO THE COMMUNITY. THE NEW FACILITY WILL ADJOIN THE MAIN HOSPITAL AND INCLUDE GENERAL-PURPOSE OPERATING ROOMS OUTFITTED WITH STATE-OF-THE-ART EQUIPMENT. B. SENTARA LORTON STATION WOMEN'S IMAGING CENTER OPENS ON SEPTEMBER 2, 2014, SENTARA NORTHERN VIRGINIA MEDICAL CENTER ANNOUNCED THE GRAND OPENING OF THE SENTARA LORTON STATION WOMEN'S IMAGING CENTER. THE CENTER OFFERS SOPHISTICATED TECHNOLOGY BACKED BY A TEAM OF HIGHLY SKILLED TECHNOLOGISTS AND FELLOWSHIP-TRAINED RADIOLOGISTS DEDICATED TO WOMEN'S IMAGING. SERVICES PROVIDED AT THE CENTER INCLUDE GENERAL, OB, AND BREAST ULTRASOUND; 3D MAMMOGRAPHY; IMAGE-GUIDED BIOPSY; FINE-NEEDLE ASPIRATION; AND BONE DENSITY (DEXA) TESTING. C. SENTARA MEDICAL GROUP GROWS IN NORTHERN VIRGINIA SENTARA MEDICAL GROUP CONTINUES TO GROW IN NORTHERN VIRGINIA WITH THE ADDITION OF SENTARA HOSPITAL MEDICINE PHYSICIANS AT SENTARA NORTHERN VIRGINIA MEDICAL CENTER IN 2014. WITH EIGHT BOARD-CERTIFIED, HOSPITAL-BASED PHYSICIANS, THE NEW SENTARA HOSPITAL MEDICINE PHYSICIANS TEAM IN NORTHERN VIRGINIA IS DEDICATED TO PROVIDING QUALITY CARE. D. MARTHA JEFFERSON NOW OFFERING GASTRIC SLEEVE OPTION FOR BARIATRIC SURGERY MARTHA JEFFERSON HOSPITAL BEGAN OFFERING THE GASTRIC SLEEVE OPTION FOR BARIATRIC SURGERY IN 2014. THE GASTRIC SLEEVE PROCEDURE IS AN ALTERNATIVE TO THE GASTRIC BYPASS SURGERY AND THE ADJUSTABLE GASTRIC BAND. ALSO KNOWN AS A LAPAROSCOPIC SLEEVE GASTRECTOMY, IT IS A PREFERRED OPTION BY SOME PATIENTS BECAUSE IT DOES NOT REARRANGE THE BOWELS LIKE THE GASTRIC BYPASS SURGERY AND DOES NOT HAVE A PROSTHETIC INSERTED LIKE THE GASTRIC BAND. ADDITIONALLY, PATIENTS ARE AT LESS RISK FOR ULCERS, PROTEIN DEFICIENCIES, OR DUMPING SYNDROME. E. UNDER CONSTRUCTION: SENTARA RMH MEDICAL CENTER CAMPUS CONSTRUCTION IS UNDERWAY ON A NEW MEDICAL BUILDING ON THE SENTARA RMH MEDICAL CENTER CAMPUS, WHICH WILL HOUSE THE HOSPITAL'S ORTHOPAEDICS, SPINE, SPORTS MEDICINE, REHABILITATION AND OUTPATIENT ADVANCED IMAGING SERVICES. THE PROJECT IS EXPECTED TO BE COMPLETE IN THE WINTER OF 2015-16. F. MARTHA JEFFERSON AND SENTARA RMH CARDIAC GENETIC COUNSELING SERVICES MARTHA JEFFERSON HOSPITAL AND SENTARA RMH MEDICAL CENTER BEGAN OFFERING PATIENTS IN THE BLUE RIDGE REGION CARDIAC GENETIC COUNSELING AND GENETIC TESTING OPTIONS IN MAY 2014. WHILE HEART DISEASE IS OFTEN RELATED TO ENVIRONMENTAL FACTORS INCLUDING SMOKING, EATING AND EXERCISE HABITS, SOME TYPES OF HEART DISEASE CAN BE CAUSED BY GENETIC MUTATIONS. G. FOOT AND ANKLE PILOT ON THE PENINSULA A NEW SENTARA ORTHOPAEDICS PRODUCT, THE SENTARA FOOT & ANKLE CENTER, WAS PILOTED FOR THE SYSTEM IN JUNE 2014 AT SENTARA PORT WARWICK AND SENTARA WILLIAMSBURG REGIONAL MEDICAL CENTER. THE CENTER'S GOAL IS TO HELP PATIENTS TO CONNECT WITH THE FOOT AND ANKLE CARE THAT IS MOST APPROPRIATE FOR THEM, INCLUDING OFFICE VISITS, INPATIENT AND OUTPATIENT SURGICAL CARE AND THE SERVICES OF THE SENTARA WOUND HEALING CENTERS AT BOTH LOCATIONS. H. ORTHOJOINT CENTER OPENS AT SNVMC SENTARA NORTHERN VIRGINIA MEDICAL CENTER OPENED THE SENTARA ORTHOJOINT CENTER IN APRIL 2014 TO ENHANCE ORTHOPAEDIC PATIENT EXPERIENCES, INCLUDING A SEAMLESS, COORDINATED CARE APPROACH PROVIDED BY A TEAM OF EXPERIENCED SURGEONS, NURSES, THERAPISTS AND TECHNICIANS. THE CENTER OFFERS DEDICATED ORTHOPAEDIC SERVICES FOCUSED ON THE NEEDS OF PATIENTS REQUIRING HIP AND KNEE REPLACEMENTS. JOINT REPLACEMENT PATIENTS ARE ENCOURAGED TO INVOLVE THEIR FAMILIES AND MAKE CONNECTIONS WITH OTHERS UNDERGOING THE SAME PROCEDURE. I. SENTARA BACK & NECK CENTER AT OBICI A NEW ORTHOPAEDIC SERVICE, SENTARA BACK & NECK CENTER, OPENED AT SENTARA OBICI HOSPITAL IN SUFFOLK, VA, IN APRIL 2014. THE CENTER FOCUSES ON IMPLEMENTING PROVEN PROTOCOLS THAT PROVIDE STANDARDS OF CARE TO OPTIMIZE EACH PATIENT'S BACK OR NECK SURGICAL PROCEDURE. SIMILAR TO THE SENTARA ORTHOJOINT CENTERS, AN ORTHOPAEDIC/SPINE PATIENT NAVIGATOR IS ASSIGNED TO PATIENTS AND THEIR FAMILIES THROUGHOUT THE SURGICAL EVENT FOR PRE-SURGERY EDUCATION AND GUIDANCE, INPATIENT RECOVERY AND EVEN A REUNION LUNCHEON SEVERAL MONTHS DOWN THE ROAD TO CHECK ON THE PATIENT'S RECOVERY. J. LORTON OUTPATIENT FACILITIES NEW OUTPATIENT FACILITIES OPENED IN LORTON/FAIRFAX COUNTY IN JUNE 2013. THEY INCLUDE A 24-HOUR EMERGENCY DEPARTMENT AND AN ADVANCED IMAGING CENTER WITH A 64-SLICE CT AT LORTON MARKETPLACE AND ANOTHER IMAGING CENTER AT LORTON STATION, WHICH ADDED 3D MAMMOGRAPHY IN JULY 2013. THESE ARE CONVENIENT HEALTHCARE DESTINATIONS IN A FAST-GROWING MARKETPLACE WHERE THE MAJORITY OF POPULATION GROWTH WILL BE FROM PEOPLE OVER 65. K. BEHAVIORAL HEALTH UNIT A 24-BED INPATIENT BEHAVIORAL HEALTH UNIT OPENED AT SENTARA VIRGINIA BEACH GENERAL HOSPITAL IN JANUARY 2014. THE UNIT INCLUDES 16 BEDS DESIGNATED FOR GERIATRIC PATIENTS AND EIGHT GENERAL ADULT BEDS. THE NUMBER OF PATIENTS SEEKING PSYCHIATRIC SERVICES THROUGH THE EMERGENCY DEPARTMENT AT SENTARA VIRGINIA BEACH GENERAL HAS INCREASED ONE HUNDRED AND ELEVEN PERCENT SINCE 2006. IN THE PAST, SOME PATIENTS HAVE HAD TO WAIT FOR ADMISSION IN THE EMERGENCY DEPARTMENT, WHERE A STAFF PERSON HAD TO BE COMMITTED TO THE PATIENT FOR HIS OR HER SAFETY. THE NEW BEDS SPEED UP ADMISSION AND IMPROVE CARE. L. MARTHA JEFFERSON NEUROSCIENCE CENTER THE NEUROSCIENCE CENTER BEGAN SERVING PATIENTS IN JANUARY 2013. IT IS EQUIPPED WITH THE LATEST TECHNOLOGY, WITH ELECTROMYOGRAPHY (EMG) AND ELECTROENCEPHALOGRAPHY (EEG) DIAGNOSTIC EQUIPMENT, NEW VESTIBULAR BALANCE REHABILITATION EQUIPMENT, LOW-DOSE CT-IMAGING, AND COMPLETE COMPLEX BRAIN SURGERY SUCH AS STEREOTACTIC RADIOSURGERY (SRS). FOUR NEUROLOGISTS, TWO NEUROSURGEONS AND 13 REHAB THERAPISTS ARE UNDER ONE ROOF TO ENSURE PATIENTS RECEIVE CARE IN ONE LOCATION. THE CENTER HAS ROLLED-OUT MULTI-DISCIPLINARY SUBSPECIALTY CLINICS THAT DELIVER A COORDINATED, PATIENT-CENTERED APPROACH. THE CLINICS INCLUDE THE SEIZURE DISORDER AND EPILEPSY CLINIC, THE NEUROPATHY CLINIC, THE STROKE RECOVERY CLINIC, THE COGNITIVE REHABILITATION CLINIC AND THE VESTIBULAR BALANCE AND FALLS PREVENTION CLINIC. M. SENTARA EASTERN VIRGINIA MEDICAL SCHOOL (EVMS) COMPREHENSIVE PELVIC FLOOR CENTER SENTARA AND EVMS PARTNERED IN FEBRUARY 2013 TO CREATE THE CENTER AND COMBINE THE LATEST IN RESEARCH, STATE-OF-THE-ART TECHNOLOGY AND A MULTIDISCIPLINARY CARE TEAM. THE CENTER BRINGS TOGETHER SPECIALISTS IN UROGYNECOLOGY, GASTROENTEROLOGY, SPECIALIZED RADIOLOGY, UROLOGY, COLORECTAL MEDICINE AND SURGERY, PHYSICAL MEDICINE AND REHABILITATION, NUTRITION AND PHYSICAL THERAPY TO HELP PATIENTS WITH PROBLEMS RELATED TO THE LOWER URINARY TRACT AND THE PELVIC FLOOR. ALMOST HALF OF ALL WOMEN AND ONE IN FIVE MEN WILL EXPERIENCE URINARY INCONTINENCE, AND ROUGHLY TEN PERCENT OF WOMEN WILL UNDERGO SURGERY FOR PELVIC ORGAN PROLAPSE OR URINARY INCONTINENCE. N. SENTARA LEIGH TOWERS WORK BEGAN IN DECEMBER 2011 ON A MULTI-PHASE, THREE-YEAR PROJECT TO BUILD A NEW SENTARA LEIGH HOSPITAL ON THE SITE OF THE CURRENT ONE. SENTARA OPENED THE NEW EAST TOWER IN NOVEMBER 2013. ALONG WITH THE WEST TOWER, WHICH OPENED IN APRIL 2015, IT REPLACES THREE 1970S-ERA WINGS AT THE NORFOLK, VIRGINIA HOSPITAL. THE TOWERS FEATURE STATE-OF-THE-ART PATIENT ROOMS WITH PRIVATE BATHROOMS, NO-STEP SHOWERS AND OVERNIGHT ACCOMMODATIONS FOR FAMILIES. THE PROJECT ALSO INCLUDES A 48-BED ORTHOPAEDIC AND REHABILITATION CENTER ON THE FIRST FLOOR AND EMPLOYS PART OF THE OUTSIDE GARDEN SPACE FOR WALKING EXERCISES ON DIFFERENT GRADES AND SURFACES, MAKING IT A TRUE HEALING GARDEN. O. SENTARA HOSPICE HOUSE IN MARCH 2013, SENTARA OPENED SENTARA HOSPICE HOUSE, AN 8,311 SQUARE-FOOT FACILITY TO PROVIDE CARE FOR UP TO 12 PEOPLE AND THEIR FAMILIES. PREVIOUSLY, WITH ONLY FIVE LIVE-IN HOSPICES IN VIRGINIA AND NONE IN HAMPTON ROADS, PATIENTS WERE NOT OFTEN ABLE TO CHOOSE THIS CARE. NOW THEY CAN. |
| FORM 990, PART III, LINE 4A | P. SENTARA RMH MEDICAL CENTER WOMEN'S CENTER CONSTRUCTION BEGAN ON THE RMH FUNKHOUSER WOMEN'S CENTER IN JUNE 2012 AND WAS COMPLETED JUNE 2013. THE 15,000 SQUARE FOOT CENTER HOUSES WOMEN'S IMAGING, INCLUDING ADVANCED BREAST IMAGING/MAMMOGRAPHY AND BONE DENSITY SCREENING, RMH BREAST CARE, THE IMAGE RECOVERY CENTER AND RMH HEART CHECK FOR MEN AND WOMEN AND A SURGEON'S OFFICE. Q. SENTARA RMH MEDICAL CENTER OUTPATIENT ORTHOPAEDICS & ADVANCED IMAGING CENTER SENTARA RMH GAINED APPROVAL FOR THE NEW CENTER IN JULY 2012. THE NEW FACILITY WILL BE AN ORTHOPAEDIC AND SPORTS MEDICINE DESTINATION INCLUDING ADVANCED IMAGING, RMH ORTHOPAEDICS AND SPORTS MEDICINE, REHABILITATION THERAPY, A SPORTS PERFORMANCE ARENA AND AN INTERVENTIONAL SUITE FOR PAIN MANAGEMENT AND SPECIAL PROCEDURES. THE CENTER IS SCHEDULED TO BE COMPLETED IN LATE 2015. R. MARTHA JEFFERSON OUTPATIENT CARE CENTER A NEW OUTPATIENT CARE CENTER OPENED IN THE FALL OF 2012, WITH A FREE-STANDING 24-HOUR ED AND IMAGING, LABORATORY SERVICES AND A PRIMARY CARE PRACTICE. THE ED SHORTENS TRAVEL TIME FOR EMS PROVIDERS, AND THE FACILITY AS A WHOLE HELPS CUT TRAVEL TIME FOR PATIENTS IN THE NORTHERN COUNTIES OF VIRGINIA. V. SENTARA QUALITY & PATIENT SAFETY DISTINCTIONS A. MEASURING QUALITY HEALTHCARE SINCE OUR HEALTH SYSTEM'S EARLIEST YEARS, WE HAVE BELIEVED THE COMMUNITY DESERVES HEALTHCARE THAT IS MEASURABLY BETTER. SENTARA'S GOAL IS TO BE ACCREDITED BY RESPECTED NATIONAL ORGANIZATIONS AND TO ACHIEVE TOP TEN PERCENT PERFORMANCE WHEREVER BENCHMARKS EXIST. WE ARE PROUD OF THE WORK WE HAVE DONE SO FAR TOWARD THIS GOAL, AS IT HAS BEEN RECOGNIZED IN MANY WAYS: 1. TOP 100 INTEGRATED HEALTHCARE NETWORKS SENTARA HAS CONSISTENTLY RANKED AMONG THE NATION'S TOP INTEGRATED HEALTHCARE NETWORKS AS PUBLISHED IN MODERN HEALTHCARE'S FACT-BASED RANKING. THE ONLY HEALTHCARE SYSTEM IN THE COUNTRY TO BE AMONG THE NATION'S TOP 10 FOR ALL 15 YEARS OF THE SURVEY, SENTARA LANDED AT NUMBER ONE IN 2001, 2010 AND 2011. THE STUDY, PUBLISHED ANNUALLY, HIGHLIGHTS THE TOP 100 INTEGRATED HEALTH CARE NETWORKS ACROSS THE NATION AS SELECTED BY SDI, A HEALTH INFORMATION COMPANY. 2. USING TECHNOLOGY TO IMPROVE CARE ALL SENTARA HOSPITALS IN HAMPTON ROADS AS WELL AS SENTARA NORTHERN VIRGINIA MEDICAL CENTER AND MARTHA JEFFERSON HOSPITAL WERE RECENTLY RECOGNIZED FOR THEIR IT EFFORTS, RECEIVING THE 2014 "MOST WIRED" AWARD FROM HOSPITALS AND HEALTH NETWORKS. SENTARA ALBEMARLE MEDICAL CENTER WAS NAMED AS A "MOST IMPROVED" RECIPIENT. THE AWARDS LOOK AT HOW WELL HOSPITALS PERFORM IN THE AREAS OF INFRASTRUCTURE, BUSINESS AND ADMINISTRATIVE MANAGEMENT, CLINICAL QUALITY AND SAFETY, AND CLINICAL INTEGRATION. SENTARA HEALTHCARE RECEIVED THE SAME HONOR IN 2013 AND 2012. 3. AWARD-WINING CARDIAC AND NEPHROLOGY CARE SENTARA HEART HOSPITAL/SENTARA NORFOLK GENERAL HOSPITAL IS A COMPREHENSIVE NETWORK OF PROVIDERS, FACILITIES AND SERVICES WORKING TOGETHER TO ENSURE THE HIGHEST LEVEL OF CARE. SENTARA NORFOLK GENERAL HOSPITAL HAS BEEN RANKED THE NUMBER ONE HOSPITAL IN VIRGINIA AND HAMPTON ROADS BY U.S. NEWS & WORLD REPORT. IN THE 2014-15 U.S. NEWS BEST HOSPITALS RANKINGS, THE HOSPITAL WAS RECOGNIZED WITH TWO NATIONALLY RANKED TOP 50 PROGRAMS. CARDIOLOGY AND HEART SURGERY ARE RANKED 44TH, WHICH MARKS THE PROGRAM'S 14TH CONSECUTIVE YEAR AMONG THE NATION'S ELITE PROGRAMS IN THE U.S. NEWS NATIONAL SURVEY. FOR THE FIRST TIME, EAR, NOSE AND THROAT IS ALSO AMONG THE NATION'S TOP 50 PROGRAMS AT NUMBER 41. THIS NATIONAL RANKING IS DUE, IN PART, TO INNOVATIVE PROCEDURES USED BY SURGEONS AND RADIOLOGISTS WITH EASTERN VIRGINIA MEDICAL SCHOOL MEDICAL GROUP FOR PATIENTS WITH HEAD AND NECK CANCERS AND TRAUMATIC INJURIES. THE TWO SPECIALTIES ARE THE ONLY TOP-50 RANKED HEART AND ENT PROGRAMS IN VIRGINIA. IN ADDITION TO THE NATIONAL RANKINGS, U.S. NEWS INCLUDED RANKINGS FOR STATE AND METRO AREAS. SEVEN SENTARA HOSPITALS WERE FEATURED IN THE RANKINGS, WITH SENTARA NORFOLK GENERAL HOSPITAL LISTED AT NUMBER ONE IN THE REGION AND NUMBER ONE IN THE STATE. SENTARA VIRGINIA BEACH GENERAL HOSPITAL WAS 8TH IN THE STATE AND SECOND IN HAMPTON ROADS. MARTHA JEFFERSON HOSPITAL RANKED 11TH IN THE STATE. SENTARA RMH MEDICAL CENTER TIED WITH SENTARA PRINCESS ANNE HOSPITAL FOR 15TH IN THE STATE. SENTARA WILLIAMSBURG REGIONAL MEDICAL CENTER TIED WITH SENTARA LEIGH HOSPITAL FOR 20TH IN THE STATE. SENTARA WILLIAMSBURG REGIONAL MEDICAL CENTER TIED WITH SENTARA PRINCESS ANNE FOR THIRD IN HAMPTON ROADS AND SENTARA LEIGH HOSPITAL WAS RANKED SIXTH. 4. OUTSTANDING CANCER CARE AFTER A THREE-DAY SURVEY IN 2012, THE AMERICAN COLLEGE OF SURGEONS' COMMISSION ON CANCER RE-ACCREDITED THE SENTARA CANCER NETWORK FOR THREE YEARS WITH COMMENDATIONS. THE ACCREDITATION WAS AS AN "INTEGRATED NETWORK" -THE ONLY ONE IN VIRGINIA - WITH NO DEFICIENCIES. 5. SENTARA SYSTEM STROKE TEAM IN FEBRUARY 2013, THE VOLUNTARY HOSPITAL ASSOCIATION (VHA) SELECTED SENTARA'S STANDARDIZED STROKE PROGRAM AS A LEADING BEST PRACTICE. THE SYSTEM STROKE TEAM AT SENTARA DEVELOPED A STANDARDIZED PROGRAM AND IMPLEMENTED IT AT 10 SENTARA HOSPITALS. THE TEAM EVALUATED THE ENTIRE STROKE PROCESS FROM DIAGNOSIS IN THE FIELD AND TREATMENT IN THE EMERGENCY DEPARTMENT TO PATIENT DISCHARGE. THE RESULTS INCLUDED A REDUCTION IN SYSTEM-WIDE STROKE MORTALITY FROM ELEVEN PERCENT IN 2008 TO FIVE PERCENT IN 2012; A REDUCTION IN AVERAGE LENGTH OF STAY BY TWO DAYS WITH AN ASSOCIATED COST SAVINGS OF $1.1 MILLION; AND INCREASED STROKE CORE METRIC PERFORMANCE FROM 54.9 PERCENT OF GOAL MET IN 2009 TO 92.1 PERCENT OF GOAL MET IN 2012. 6. THE JOINT COMMISSION AND DET NORSKE VERITAS HEALTHCARE, INC. (DNVHC) ACCREDITATION PRIOR TO CONVERTING ALL HOSPITALS IN THE SENTARA SYSTEM TO DNV, THE JOINT COMMISSION ON ACCREDITATION OF HEALTHCARE ORGANIZATIONS HAS GIVEN SEVERAL OF OUR HOSPITALS ITS GOLD SEAL OF APPROVAL AND DISEASE-SPECIFIC CARE CERTIFICATION. AN INDEPENDENT, NOT-FOR-PROFIT ORGANIZATION, THE JOINT COMMISSION ACCREDITS AND CERTIFIES MORE THAN 20,500 HEALTH CARE ORGANIZATIONS AND PROGRAMS IN THE UNITED STATES. JOINT COMMISSION ACCREDITATION AND CERTIFICATION IS RECOGNIZED NATIONWIDE AS A SYMBOL OF QUALITY THAT REFLECTS AN ORGANIZATION'S COMMITMENT TO MEETING CERTAIN PERFORMANCE STANDARDS. THEIR MISSION IS TO CONTINUOUSLY IMPROVE HEALTH CARE FOR THE PUBLIC BY EVALUATING HEALTH CARE ORGANIZATIONS AND INSPIRING THEM TO EXCEL IN PROVIDING SAFE AND EFFECTIVE CARE OF THE HIGHEST QUALITY AND VALUE. SENTARA NORFOLK GENERAL HOSPITAL EARNED THE JOINT COMMISSION'S VASCULAR CERTIFICATION. SENTARA NORFOLK GENERAL HOSPITAL, SENTARA LEIGH HOSPITAL, SENTARA VIRGINIA BEACH GENERAL HOSPITAL, SENTARA CAREPLEX HOSPITAL, SENTARA OBICI HOSPITAL, AND SENTARA PRINCESS ANNE HOSPITAL ALL EARNED PRIMARY STROKE CERTIFICATION. VOLUNTARY HOSPITALS ASSOCIATION "BLUEPRINTED" THE SENTARA HAMPTON ROADS' HOSPITALS STROKE PROGRAMS AS A "LEADING PRACTICE IN STROKE CARE" WITH A WEBINAR ORIGINATING FROM SENTARA. THE JOINT COMMISSION CERTIFIED SENTARA RMH MEDICAL CENTER AS AN ADVANCED PRIMARY STROKE CENTER. THE SURVEYORS RECOGNIZED RMH'S PATIENT DISCHARGE PHONE CALL PROGRAM AND ITS COLLABORATION WITH LOCAL EMS PROVIDERS AS BEST PRACTICES IN STROKE CARE. IN 2013 - FOLLOWING THE LEAD OF SENTARA WILLIAMSBURG REGIONAL MEDICAL CENTER - ALL HOSPITALS IN THE SENTARA SYSTEM ACHIEVED DNVHC ACCREDITATION. ALL PREVIOUS STROKE CERTIFICATION ALSO FOLLOWED AND MARTHA JEFFERSON HOSPITAL WAS AWARDED A STROKE PROGRAM CERTIFICATION. DNVHC'S ACCREDITATION PROGRAM INVOLVES ANNUAL HOSPITAL SURVEYS AND ENCOURAGES HOSPITALS TO OPENLY SHARE INFORMATION ACROSS DEPARTMENTS AND TO DISCOVER IMPROVEMENTS IN CLINICAL WORKFLOWS AND SAFETY PROTOCOLS. DNVHC IS AN INTERNATIONAL COMPANY BASED OUTSIDE OF OSLO, NORWAY FOUNDED IN 1864. IN 2012, DNV MERGED WITH GERMAN-BASED GERMANISCHER LLOYD TO FORM THE DNV-GL GROUP. 7. AMERICAN ASSOCIATION OF BLOOD BANKS ACCREDITATION (AABB) AABB GRANTED ACCREDITATION TO SENTARA NORTHERN VIRGINIA MEDICAL CENTER IN 2014. THE ACCREDITATION PROGRAM STRIVES TO IMPROVE THE QUALITY AND THE SAFETY OF COLLECTING, PROCESSING, TESTING, DISTRIBUTING AND ADMINISTERING BLOOD AND BLOOD PRODUCTS AND REPRESENTS A STRONG COMMITMENT TO QUALITY OUTCOMES AND PATIENT SAFETY IN THE FIELDS OF TRANSFUSION MEDICINE AND CELLULAR THERAPIES. THE PROGRAM LEADERS ASSESS THE QUALITY AND OPERATIONAL SYSTEMS IN PLACE WITHIN EACH FACILITY THEY REVIEW. THE BASIS FOR ASSESSMENT INCLUDES COMPLIANCE WITH STANDARDS, CODE OF FEDERAL REGULATIONS AND FEDERAL GUIDANCE DOCUMENTS. THE AABB ASSESSMENT PROCESS IS RIGOROUS AND BASED ON A QUALITY AND OPERATION SYSTEMS ASSESSMENT DESIGNED TO ENCOURAGE INNOVATION AND ONGOING QUALITY IMPROVEMENT. |
| FORM 990, PART III, LINE 4A | 8. FIVE-STAR RANKINGS, SILVER ACHIEVEMENT, AND EXCELLENCE IN ACTION AWARDS FOR NURSING CENTERS IN 2014, FOUR SENTARA NURSING CENTERS IN VIRGINIA AND NORTH CAROLINA RECEIVED THE HIGHEST POSSIBLE OVERALL RATING OF FIVE STARS IN U.S. NEWS & WORLD REPORT'S SIXTH ANNUAL BEST NURSING HOMES: SENTARA NURSING CENTER-WINDERMERE (VIRGINIA BEACH, VA), SENTARA NURSING CENTER (BARCO, NC), SENTARA NURSING CENTER (PORTSMOUTH, VA) AND SENTARA NURSING CENTER (CHESAPEAKE, VA). U.S. NEWS & WORLD REPORT'S BEST NURSING HOMES RECOGNIZES TOP-RATED HOMES IN THE UNITED STATES. MORE THAN 15,500 HOMES WERE RATED AND FEWER THAN ONE IN EIGHT RECEIVED A FIVE-STAR RATING. IN 2011, 2012 AND 2013, SENTARA NURSING CENTER WINDMERE, VIRGINIA BEACH AND NURSING CENTER PORTSMOUTH ALSO RECEIVED FIVE-STAR RATINGS. SENTARA NURSING CENTER BARCO, NORTH CAROLINA RECEIVED FIVE STARS IN 2012 AND 2013 AS WELL. IN 2014, MEADOWVIEW TERRACE, HALIFAX REGIONAL HOSPITAL'S 150-BED LONG-TERM CARE FACILITY IN CLARKSVILLE, VA, RECEIVED A FIVE-STAR RATING IN THE NEW FIVE-STAR QUALITY RATING SYSTEM FOR NURSING HOMES CONDUCTED BY THE CENTERS FOR MEDICARE & MEDICAID SERVICES. THE OVERALL RATING IS BASED ON THE STAR RATINGS IN THREE SEPARATE CATEGORIES: HEALTH INSPECTIONS, QUALITY MEASURES AND STAFFING LEVELS. FORTY-TWO OF MEADOWVIEW TERRACE'S 150 BEDS ARE LOCATED IN THE FACILITY'S TWO SELF-CONTAINED HOUSEHOLDS FOR RESIDENTS WITH MEMORY-SUPPORT NEEDS, SUCH AS ALZHEIMER'S DISEASE AND OTHER RELATED DEMENTIAS. SENTARA NURSING CENTER-CURRITUCK RECEIVED A 2012 SILVER-ACHIEVEMENT IN QUALITY AWARD FROM THE AMERICAN HEALTHCARE ASSOCIATION AND NATIONAL CENTER FOR ASSISTED LIVING. THE COMPETITIVE AWARDS FOLLOW CRITERIA IN THE BALDRIGE PERFORMANCE EXCELLENCE PROGRAM AND MARK MEASURABLE PROGRESS IN QUALITY IMPROVEMENTS IN LONG TERM CARE. 9. MAGNET HOSPITAL CERTIFICATION IN 2014, THE AMERICAN NURSE CREDENTIALING CENTER (ANCC) RE-DESIGNATED SENTARA NORFOLK GENERAL HOSPITAL (SNGH) AS A MAGNET HOSPITAL. THIS IS THE HIGHEST QUALITY RECOGNITION A HOSPITAL OR HEALTH ORGANIZATION CAN RECEIVE FOR BEST PRACTICES IN NURSING THROUGHOUT THE WORLD. THE DESIGNATION LASTS FOR FOUR YEARS. THE SAME YEAR, SENTARA WILLIAMSBURG REGIONAL MEDICAL CENTER AND SENTARA RMH MEDICAL CENTER RECEIVED MAGNET CERTIFICATION FOR THE FIRST TIME. MARTHA JEFFERSON HOSPITAL ALSO HOLDS MAGNET CERTIFICATION. 10. AMERICAN ASSOCIATION OF CRITICAL-CARE NURSES (AACN) AWARD IN 2014, THE AACN CONFERRED A SILVER-LEVEL BEACON AWARD FOR EXCELLENCE ON THE ICU AT SENTARA PRINCESS ANNE HOSPITAL. THE AWARD RECOGNIZES CAREGIVERS IN UNITS WHOSE CONSISTENT AND SYSTEMATIC APPROACH TO EVIDENCE-BASED CARE OPTIMIZES PATIENT OUTCOMES. 11. BECKER'S HOSPITAL REVIEW "GREAT 100" ACCOLADE BECKER'S HOSPITAL REVIEW NAMED SENTARA NORFOLK GENERAL HOSPITAL AS ONE OF THE 100 GREAT HOSPITALS IN AMERICA IN 2014 BASED UPON ITS "RICH HISTORY, STRONG CREDENTIALS AND GROWING FOCUS ON HOW TO BEST CARE FOR PATIENTS IN AN ERA OF REFORM." 12. MARSHALL STEELE PROGRAM/DESTINATION JOINT CENTER THE MARTHA JEFFERSON JOINT REPLACEMENT CENTER HAS ACHIEVED ITS DESIGNATION AS A DESTINATION JOINT CENTER BY MARSHALL STEELE. BASED ON A NATIONAL BEST PRACTICE MODEL FOR HIP AND KNEE REPLACEMENTS, AND STRUCTURED AROUND THE FUNDAMENTAL PRINCIPLE OF WELLNESS, THE PROGRAM BY CONSULTANT MARSHALL STEELE HAS ALLOWED THE JOINT REPLACEMENT SERVICES AT MARTHA JEFFERSON TO IMPROVE AT EVERY LEVEL, FROM PRE-OPERATIVE CARE TO SURGICAL TIMES AND IN-PATIENT STAYS. HOSPITALS THAT HAVE IMPLEMENTED THE PROGRAM REPORT SUPERIOR OUTCOMES. 13. MISSION: HEALTH GAME CHANGER AWARD IN 2014, MISSION: HEALTH WAS THE RECIPIENT OF VIRGINIA'S FIRST ANNUAL GAME CHANGER AWARD. VIRGINIA HEALTH SECRETARY DR. WILLIAM HAZEL PRESENTED THE AWARD TO TERRINA THOMAS OF SENTARA HEALTH AND PREVENTATIVE SERVICES, ON BEHALF OF THE VIRGINIA HEALTH INNOVATION NETWORK, A PROJECT OF THE VIRGINIA CENTER FOR HEALTH INNOVATION. THE GAME CHANGER AWARD RECOGNIZES AN ORGANIZATION THAT HAS IMPLEMENTED AN OUTSTANDING EMPLOYEE HEALTH STRATEGY THAT ENGAGES EMPLOYEES IN HEALTH CARE DECISION-MAKING, IMPROVES EMPLOYEE HEALTH, AND IMPROVES THE VALUE OF THE ORGANIZATION'S INVESTMENT IN EMPLOYEE HEALTH. 14. SENTARA HOSPITALS RECOGNIZED FOR HEART ATTACK CARE FIVE SENTARA HOSPITALS WERE RECOGNIZED BY THE AMERICAN COLLEGE OF CARDIOLOGY AND THE AMERICAN HEART ASSOCIATION IN 2014 FOR IMPLEMENTING A HIGHER STANDARD OF CARE FOR HEART ATTACK PATIENTS IN TWO AREAS. ACTION PERFORMANCE RECOGNITION/MISSION LIFELINE PERFORMANCE RECOGNITION: - MARTHA JEFFERSON HOSPITAL - PLATINUM/BRONZE - SENTARA CAREPLEX HOSPITAL - PLATINUM/SILVER - SENTARA LEIGH HOSPITAL - SILVER/SILVER - SENTARA VIRGINIA BEACH GENERAL HOSPITAL - PLATINUM/BRONZE - SENTARA WILLIAMSBURG REGIONAL MEDICAL CENTER - PLATINUM/GOLD FOUR HOSPITALS WERE RECOGNIZED IN ACTION PERFORMANCE ONLY, ALL RECEIVED PLATINUM AWARDS: - SENTARA NORFOLK GENERAL HOSPITAL - SENTARA NORTHERN VIRGINIA MEDICAL CENTER - SENTARA PRINCESS ANNE HOSPITAL - SENTARA RMH MEDICAL CENTER 15. FIRST IN THE WORLD TO RECEIVE MIR CERTIFICATION FROM DNV MANAGING INFECTION RISK HAS BEEN PART OF THE SENTARA SAFETY JOURNEY FOR MANY YEARS. THAT'S WHY WE WERE EXCITED TO WORK WITH DET NORSKE VERITAS HEALTHCARE, INC. (DNV) AS THEY DEVELOPED AND INTRODUCED A NEW CERTIFICATION FOR MANAGING INFECTION RISK (MIR). BOTH SENTARA LEIGH AND SENTARA VIRGINIA BEACH GENERAL HOSPITALS RECEIVED THE CERTIFICATION IN OCTOBER 2014. THEY WERE THE FIRST IN THE WORLD TO ACHIEVE THE DESIGNATION, WHICH DEMONSTRATES THEIR EFFORTS TO EMBRACE IMPROVEMENT, REDUCE VARIATION, IMPROVE SAFETY AND ENGAGE EVERYONE FACILITY-WIDE IN THE PROCESS. B. PATIENT SAFETY OUR FOCUS GOES BEYOND THE BASICS OF MAKING HEALTHCARE SAFE FOR OUR PATIENTS. SENTARA HAS BUILT A STRONG "CULTURE OF SAFETY" TO REDUCE MEDICAL ERRORS BY MODELING SUCCESSFUL PROGRAMS FROM THE NUCLEAR POWER AND AVIATION INDUSTRIES. THIS CULTURE OF SAFETY PROMOTES BEHAVIORS THAT RESULT IN SAFE, RELIABLE AND EFFECTIVE CARE. THE FOUNDATION OF THIS CULTURE IS A STRONG ACCOUNTABILITY TO PERFORM REGIMENTED BEHAVIORS THAT REDUCE MEDICAL ERRORS. OUR STAFF USES GUIDELINES KNOWN AS "BEHAVIOR-BASED EXPECTATIONS" OR BBE'S TO ENSURE THE HIGHEST STANDARD OF CARE. THE GOAL IS TO MAKE THESE TOOLS AND TECHNIQUES A HABIT. FOR OUR DEDICATION, WE HAVE RECEIVED NUMEROUS AWARDS FOR PATIENT SAFETY AND QUALITY OF CARE STANDARDS. 1. THE LEAPFROG HOSPITAL SURVEY THE LEAPFROG HOSPITAL RECOGNITION PROGRAM (LHRP) HONORS HOSPITALS THAT DEMONSTRATE EXCELLENCE OR IMPROVEMENT IN PATIENT SAFETY, QUALITY, AND RESOURCE UTILIZATION. IN 2012, THE LEAPFROG GROUP DEVELOPED THE HOSPITAL SAFETY SCORE, GRADING MORE THAN 2,600 OF THE NATION'S HOSPITALS ON PATIENT SAFETY. IN VIRGINIA, 58 HOSPITALS WERE NAMED IN THE REPORT, AND SEVEN SENTARA HOSPITALS ACHIEVED THE HIGHEST GRADE OF A FOR DELIVERING SAFE CARE TO PATIENTS. IN 2013, LEAPFROG RECOGNIZED SENTARA NORFOLK GENERAL HOSPITAL WITH AN A RATING. 2. INFECTION PREVENTION PREVENTION OF HEALTH CARE-ASSOCIATED INFECTIONS IS A NATIONAL CONCERN, AND SENTARA CONTINUALLY STRIVES TO REDUCE THESE CASES. ALL OF OUR HOSPITALS HAVE BEEN WORKING DILIGENTLY TO REDUCE THE OCCURRENCE OF VENTILATOR-ASSOCIATED PNEUMONIA (VAP), WHICH CAN DEVELOP IN PATIENTS WHO HAVE BEEN ON MECHANICAL VENTILATION FOR 48 HOURS OR MORE. IN 2014, SENTARA WILLIAMSBURG REGIONAL MEDICAL CENTER MARKED 10 CONSECUTIVE YEARS WITH ZERO CASES OF VAP, WHICH NO OTHER HOSPITAL IN THE COUNTRY CAN CLAIM. THE DEPARTMENT OF HEALTH AND HUMAN SERVICES AND THE CRITICAL CARE SOCIETIES COLLABORATIVE HAVE RECOGNIZED WILLIAMSBURG FOR OUTSTANDING ACHIEVEMENT AND LEADERSHIP IN THE ELIMINATION OF VAP. VOLUNTARY HOSPITALS OF AMERICA (VHA), A VOLUNTARY NATIONAL ORGANIZATION FOCUSED ON HEALTH CARE FINANCIAL PERFORMANCE THROUGH CLINICAL EXCELLENCE AND SUPPLY CHAIN MANAGEMENT, "BLUEPRINTED" THE PRACTICES AT SENTARA WILLIAMSBURG REGIONAL MEDICAL CENTER AS A MODEL FOR HOSPITALS ACROSS THE COUNTRY. 3. IMPROVING PATIENT SAFETY THROUGH TECHNOLOGY SENTARA HEALTHCARE PROVIDES THE SENTARA ECARE HEALTH NETWORK. THE CLINICAL SYSTEM USES INNOVATIVE TECHNOLOGY TO LINK PATIENT MEDICAL INFORMATION BETWEEN OUR HOSPITALS, PHYSICIAN PRACTICES AND OTHER HEALTH CARE SITES OVER A PROTECTED NETWORK, ENABLING THE SECURE SHARING OF PATIENT INFORMATION, INCREASING PATIENT SAFETY AND REDUCING PREVENTABLE MEDICAL ERRORS. MYCHART, THE COMPONENT OF ECARE THAT ALLOWS PATIENTS TO ACCESS PART OF THEIR MEDICAL RECORDS, WAS PROMOTED TO PATIENTS IN 2011. A PHONE APP WAS CREATED TO PROVIDE EASY ACCESS AS WELL. |
| FORM 990, PART III, LINE 4A | IN 2014, MARTHA JEFFERSON HOSPITAL IN CHARLOTTESVILLE WENT LIVE WITH ITS PATIENT PORTAL, MY MARTHA JEFFERSON RECORD. MY MARTHA JEFFERSON RECORD IS SIMILAR TO MYCHART. THROUGH THE PORTAL, PATIENTS CAN MANAGE AND MONITOR THEIR HEALTH AND THEIR FAMILY'S HEALTH - EASILY, IMMEDIATELY, ACCURATELY AND SECURELY ONLINE. MY MARTHA JEFFERSON RECORD ALLOWS PATIENTS TO VIEW MEDICAL INFORMATION ONLINE, AT ANY TIME, AND FROM ANYWHERE FOR FREE. THAT SAME YEAR, MORE THAN 700 PATIENTS CONNECTED WITH SENTARA ALBEMARLE MEDICAL CENTER THROUGH THE MY ALBEMARLE MEDICAL RECORD PATIENT PORTAL. IN THE FIRST ITERATION OF THE PRODUCT, PATIENTS ARE ABLE TO LOOK AT REPORTS FROM MEDICAL TESTS, PRE-REGISTER FOR APPOINTMENTS, TRANSITION THEIR MEDICAL RECORD TO A COMMUNITY PROVIDER ELECTRONICALLY AND ESTABLISH MEDICAL PROXIES. ALSO IN 2014, OPTIMA HEALTH LAUNCHED A MOBILE APP FOR MEMBERS CALLED MYOPTIMA. IT PROVIDES A SECURE, CONVENIENT, AND EASY WAY TO ACCESS IMPORTANT HEALTH PLAN INFORMATION ON DEMAND. WITH THE APP, ANYONE CAN SHOP FOR HEALTH PLANS, LOCATE DOCTORS AND FIND URGENT CARE CENTERS. OPTIMA HEALTH MEMBERS CAN ALSO SECURELY VIEW BENEFIT INFORMATION, MEMBER ID CARDS, CLAIMS INFORMATION AND THEIR USER PROFILE. 2014 MARKED THE 14TH YEAR THAT WE EMPLOYED OUR EICU REMOTE MONITORING SYSTEM FOR OUR SICKEST HOSPITAL PATIENTS. SENTARA WAS THE FIRST HOSPITAL SYSTEM IN THE COUNTRY TO IMPLEMENT THE EICU SYSTEM, WHICH USES A NETWORK OF CAMERAS, MONITORS, ALERTS, AND TWO-WAY COMMUNICATION LINKS. DOCTORS AND CRITICAL CARE NURSES AT THE EICU COMMAND CENTER MAKE VIRTUAL ROUNDS ON ICU PATIENTS. THIS SENTARA-PIONEERED TECHNOLOGY IS NOW USED TO HELP CARE FOR PATIENTS IN NEARLY 5,000 ICU BEDS NATIONALLY. ANOTHER SAFETY INITIATIVE ADOPTED BY SENTARA IS BEDSIDE MEDICATION VERIFICATION, INCLUDING BAR-CODING TECHNOLOGY. NATIONAL STUDIES HAVE FOUND THAT BEDSIDE VERIFICATION CAN REDUCE HOSPITAL MEDICATION ERRORS BY NEARLY 70 PERCENT. VI. COMMITMENT TO THE COMMUNITY AS A NOT-FOR-PROFIT HEALTHCARE ORGANIZATION, WE CONTINUOUSLY REINVEST IN THE COMMUNITY-BY PURCHASING THE MOST MEDICALLY ADVANCED TECHNOLOGY; BUILDING NEW, STATE-OF-THE-ART HEALTHCARE FACILITIES; TRAINING MEDICAL PROFESSIONALS; AND PROVIDING THE HIGHEST QUALITY HEALTHCARE TO ALL PATIENTS, REGARDLESS OF THEIR ABILITY TO PAY. IT'S NOT JUST OUR MISSION; IT'S OUR COMMITMENT TO THE COMMUNITY. WE ARE HONORED TO BE RECOGNIZED FOR BENEFITS WE BRING TO OUR COMMUNITIES AND PROUD TO LEAD THE WAY IN CREATING NEW METHODS OF MEETING COMMUNITY NEEDS. SOME OF OUR RECENT HONORS AND EFFORTS INCLUDE: THE PRINCE WILLIAM CHAMBER OF COMMERCE HONORED SENTARA NORTHERN VIRGINIA MEDICAL CENTER IN 2014 WITH ITS BUSINESS OF THE YEAR AWARD. THE AWARD RECOGNIZES BUSINESSES FOR INNOVATIVE AND OUTSTANDING CONTRIBUTIONS TO THE LOCAL ECONOMY, QUALITY OF LIFE AND THE CHAMBER OF COMMERCE. SENTARA RMH MEDICAL CENTER RECEIVED THE CRYSTAL AWARD IN SUSTAINABILITY FOR HEALTHCARE AT THE SECOND ANNUAL ENERGY AND SUSTAINABILITY CONFERENCE IN RICHMOND, VA IN FEBRUARY 2014. THE CRYSTAL AWARDS IN SUSTAINABILITY RECOGNIZE VIRGINIA COMPANIES AND INSTITUTIONS FOR THEIR SUSTAINABILITY. MARTHA JEFFERSON HOSPITAL WAS HONORED BY THE CHARLOTTESVILLE REGIONAL CHAMBER OF COMMERCE WITH THE 2012 HOVEY S. DABNEY AWARD FOR CORPORATE CITIZENSHIP. ORGANIZATIONS RECEIVING THIS AWARD ARE KNOWN FOR ENGAGING IN SOUND, SUCCESSFUL BUSINESS PRACTICE AND BEING GOOD PARTNERS WITH OTHER BUSINESSES, INVESTING DIRECTLY IN THE ECONOMIC AND CULTURAL ADVANCEMENT OF THE COMMUNITY, PERSUING A POSITIVE WORK ENVIRONMENT, AND INSPIRING BY EXAMPLE. THE FEDERAL DEPARTMENT OF HEALTH AND HUMAN SERVICES AWARDED SENTARA RMH MEDICAL CENTER WITH A $3.1 MILLION, FIVE-YEAR GRANT IN NOVEMBER 2012 TO HELP FAMILIES AT RISK FROM SUBSTANCE ABUSE. AS A FISCAL AGENT, SENTARA RMH MEDICAL CENTER OVERSEES ADMINISTRATION OF THE GRANT, AND CENTRAL SHENANDOAH VALLEY FAMILY PARTNERSHIP HELPS FAMILIES WITH CHILDREN IN DANGER OF BEING REMOVED FROM THEIR HOMES BECAUSE OF SUBSTANCE ABUSE BY A CAREGIVER. HALIFAX REGIONAL DENTAL CLINIC CELEBRATED ITS ONE-YEAR ANNIVERSARY IN EARLY 2014 WITH MORE THAN 4,400 PEOPLE HAVING RECEIVED DENTAL CARE. OPERATING SUPPORT FOR THE TWO DENTISTS IS POSSIBLE BECAUSE OF A GRANT ADMINISTERED BY THE VIRGINIA HEALTH CARE FOUNDATION. A SIGNIFICANT PORTION OF THE GRANT WAS PROVIDED BY SENTARA TO SERVE HALIFAX COUNTY. HERE ARE SOME OF THE OTHER WAYS WE'VE INVESTED IN THE PEOPLE WE SERVE: A. THE SENTARA HEALTH FOUNDATION WE ESTABLISHED THE SENTARA HEALTH FOUNDATION IN 1998 TO IMPROVE HEALTH AND QUALITY OF LIFE THROUGHOUT SOUTHEASTERN VIRGINIA AND NORTH CAROLINA, AND TO DEMONSTRATE OUR NOT-FOR-PROFIT MISSION. THE FOUNDATION HAS TOUCHED THE LIVES OF MANY VIRGINIA RESIDENTS FROM THE EASTERN SHORE TO GREATER HAMPTON ROADS THROUGH GRANTS SUPPORTING COMMUNITY HEALTH PROGRAMS. SPECIFICALLY, IT HAS AWARDED OVER $10 MILLION IN GRANTS, INCLUDING $625,000 IN 2014. PROGRAMS INCLUDE DENTAL CARE, PRENATAL SUPPORT, MEDICATION ASSISTANCE, AND REDUCED-COST PRIMARY CARE. LOOKING AT THE GRANTS AWARDED BY CATEGORIES, 79 PERCENT WENT TO PRIMARY, SPECIALTY AND CHRONIC DISEASE SERVICES; NINE PERCENT TO MENTAL HEALTH SERVICES; SIX PERCENT TO PRESCRIPTION DRUG SERVICES; FOUR PERCENT TO ORAL HEALTH SERVICES; AND TWO PERCENT TO MATERNAL HEALTH SERVICES. B. IN SUPPORT OF THE COMMUNITY LED BY A VOLUNTEER COMMUNITY BOARD OF DIRECTORS, SENTARA PROUDLY PROVIDES CARE TO ALL, AND REINVESTS IN THE COMMUNITY IN NUMEROUS WAYS: 1. CONTRIBUTIONS EACH YEAR, WE PROVIDE MILLIONS OF DOLLARS IN BENEFITS TO THE COMMUNITY. IN 2014, SENTARA REINVESTED $307,232,000 INTO OUR COMMUNITIES. SENTARA EARMARKED $14,159,000 FOR HEALTH CARE TEACHING PROGRAMS TO ENSURE A QUALIFIED POOL OF PHYSICIANS AND NURSES. WE ALSO SPENT $7,539,000 TO SUPPORT LOCAL COMMUNITY PROGRAMS THAT PROVIDED HEALTH EVENTS AND HEALTH SCREENINGS TO INDIVIDUALS. WE FUNDED $285,534,000 IN UNCOMPENSATED PATIENT CARE FOR PEOPLE WHO WERE UNINSURED OR UNDERINSURED. 2. MEDICALLY UNDERSERVED SENTARA MEDICAL GROUP'S PHYSICIANS AND MEDICAL STAFF VOLUNTEER THOUSANDS OF HOURS TO EASTERN VIRGINIA MEDICAL SCHOOL (EVMS), FREE CLINICS, COMMUNITY EDUCATION, AND CIVIC AND CHARITABLE PROGRAMS. WE SUPPORT AND OPERATE UNCOMPENSATED CARE CLINICS THROUGHOUT THE REGION, INCLUDING THE SENTARA AMBULATORY CARE CENTER (ACC). THE ACC IS A COLLABORATIVE EFFORT WITH EVMS AND IS LOCATED NEAR SENTARA NORFOLK GENERAL HOSPITAL. IT FEATURES AN APPOINTMENT SIDE, WHICH FUNCTIONS LIKE A DOCTOR'S OFFICE, AND A SAME-DAY "WALK-IN" SERVICE SIDE FOR MORE PRESSING AND IMMEDIATE HEALTH CONCERNS. IN NOVEMBER 2012, SENTARA PARTNERED WITH THE FREE FOUNDATION TO OPEN A VIRGINIA BEACH FACILITY. THE NON-PROFIT COLLECTS, REFURBISHES, STERILIZES, AND DISTRIBUTES USED DURABLE MEDICAL EQUIPMENT TO THOSE WHO CANNOT AFFORD IT. THE SENTARA HEALTH FOUNDATION SUPPORTED THE FREE SET-UP AND DONATED SPACE. C. IN SUPPORT OF COMMUNITY HEALTH INITIATIVES 1. SENTARA COMMUNITY HEALTH AND PREVENTION AS PART OF SENTARA'S COMMITMENT TO PREVENTIVE HEALTH MEASURES, WE SPONSOR AND HOST SPECIAL COMMUNITY INITIATIVES THAT ARE DESIGNED TO EDUCATE THE COMMUNITY ABOUT HEALTH AND DEVELOP INDIVIDUALS. OUR CAMPAIGNS HAVE INCLUDED: - PARTNERING WITH MINOR LEAGUE BASEBALL TO PROMOTE STRIKE OUT STROKE - RECRUITING AND SUPERVISING DEVELOPMENTALLY CHALLENGED YOUNG ADULT INTERNS THROUGH PROJECT SEARCH - NATIONAL DRUG TAKE BACK DAY - DRIVE-THRU FLU SHOTS - WOMEN'S DAY HEALTH FAIR - WEBINARS FOR WEIGHT LOSS SURGERY - PAINT FACEBOOK PINK TO RAISE AWARENESS FOR BREAST HEALTH - TEXT OUTREACH TO PREGNANT WOMEN - EATING FOR LIFE, AN AWARD-WINNING NUTRITION AND HEALTHY EATING PROGRAM - KNOW YOUR NUMBERS, A CARDIOVASCULAR RISK REDUCTION AND HEALTH IMPROVEMENT PROGRAM - WALK-ABOUT WITH HEALTHY EDGE, A WALKING PROGRAM THAT ENCOURAGES WALKING FOR CARDIOVASCULAR HEALTH - GET OFF YOUR BUTT: STAY SMOKELESS FOR LIFE, A SMOKING CESSATION PROGRAM - HEALTHY HEART PROGRAM, A CARDIOVASCULAR DISEASE REDUCTION PROGRAM - SENTARA LIVING, A COMPREHENSIVE WELLNESS PROGRAM FOR SENIORS - SENTARA'S MOBILE MAMMOGRAPHY UNIT VISITS NUMEROUS WORK SITES EVERY YEAR TO ENCOURAGE WELLNESS. - CAMP LIGHTHOUSE, A GRIEF CAMP FOR KIDS AGES 5-16 WHO HAVE EXPERIENCED THE DEATH OF A LOVED ONE - DON'T SIT ON COLON CANCER HEALTHY EATING AND SCREENING CAMPAIGN AND 5K - PROSTATE CANCER EDUCATION AND FREE SCREENINGS - MOBILE ER TENTS AT VIRGINIA BEACH ROCK 'N' ROLL HALF MARATHON - A NEW BLOG FOR WOMEN OF CHILDBEARING AGE WITH INFORMATION AND SUPPORT FOR MOTHERS AND MOTHERS-TO-BE - COURAGE F.U.N, A PROJECT TO COMBAT CHILDHOOD OBESITY THROUGH SOCCER TRAINING AND WEIGHT MANAGEMENT EDUCATION - LUNG CANCER SCREENING EDUCATION FOR SMOKERS 55 AND OLDER WHO HAVE SMOKED A PACK A DAY FOR OVER 30 YEARS |
| FORM 990, PART III, LINE 4A | 2. TOBACCO-FREE ENVIRONMENTS HOSPITALS SEE THE EFFECTS OF TOBACCO EVERY DAY IN HEART DISEASE, RESPIRATORY AILMENTS, AND CANCERS. IN RESPONSE, SENTARA HAS IMPLEMENTED OUR TOBACCO-FREE ENVIRONMENT CAMPAIGN. NO ONE IS ALLOWED TO SMOKE, CHEW OR DIP ANYWHERE ON CAMPUS, NOT EVEN IN CARS. THE GOAL IS NOT JUST TO AVOID THE AESTHETIC AND HEALTH ISSUES OF SECOND-HAND SMOKE, BUT ALSO TO PUT SENTARA'S MISSION INTO PRACTICE BY HELPING STAFF, PATIENTS, AND VISITORS QUIT THIS HABIT. AS OF 2011, ALL OF OUR FACILITIES ADOPTED THE TOBACCO FREE ENVIRONMENT INITIATIVES. WE HAVE EARNED THE AMERICAN CANCER SOCIETY "EXCELLENCE IN THE WORKPLACE TOBACCO CONTROL" AWARD FOR OUR EFFORTS. VII. OPTIMA HEALTH PLAN A. IMPROVING HEALTH OPERATING WITH THE SAME MISSION IN MIND -- TO IMPROVE HEALTH EVERY DAY --IS OUR HEALTH PLAN, OPTIMA HEALTH. WITH MORE THAN 25 YEARS OF HEALTH INSURANCE EXPERIENCE, OPTIMA HEALTH PROVIDES HEALTH PLAN COVERAGE TO MORE THAN 450,000 MEMBERS THROUGHOUT THE STATE. OUR QUALITY PROVIDER NETWORK FEATURES MORE THAN 15,000 PROVIDERS INCLUDING SPECIALISTS, PRIMARY CARE PHYSICIANS, AND HOSPITALS. B. SUPPORTING THE COMMUNITY OPTIMA HEALTH PROVIDES MORE THAN INSURANCE FOR OUR COMMUNITIES; WE REACH OUT THROUGH HEALTH SCREENINGS, EVENTS, EDUCATION MATERIALS, AND IMMUNIZATIONS. OUR HIGHLIGHTS IN 2014 INCLUDED: - WE INTRODUCED A NEW TOOL TO HELP MEMBERS TAKE CONTROL OF HEALTHCARE EXPENSES. IT'S CALLED THE TREATMENT COST CALCULATOR. LINKED TO A MEMBER'S "MYOPTIMA" ACCOUNT, THE ONLINE TOOL LETS MEMBERS COMPARE PRICES BETWEEN PROVIDERS FOR MORE THAN 300 PROCEDURES AND SERVICES AND ESTIMATE OUT-OF-POCKET COSTS. - HEALTH IMPROVEMENT EVENT REQUESTS DECREASED BY ONE PERCENT AND THE NUMBER OF PARTICIPANTS INCREASED BY ELEVEN PERCENT. (IN 2013 THERE WERE 1,516 EVENTS WITH 43,351 PARTICIPANTS, COMPARED TO 1,505 EVENTS WITH 47,987 PARTICIPANTS IN 2014.) THESE EVENTS WERE OFFERED TO CHURCHES, EMPLOYER GROUPS INCLUDING SENTARA HEALTHCARE EMPLOYEES, COMMUNITY HEALTH CENTERS AND OTHER COMMUNITY LOCATIONS. - FLU PATROL ADMINISTERED A TOTAL OF 10,496 IMMUNIZATIONS. THEY GAVE 9,042 TO OPTIMA HEALTH INSURED GROUPS IN VIRGINIA. THE REMAINDER WAS DELIVERED TO CHURCHES AND OTHER COMMUNITY GROUPS. - PREVENTIVE BIRTHDAY CARD REMINDERS FOR PREVENTIVE HEALTH SCREENINGS DELIVERED MESSAGES TO 192,967 ADULT HEALTH PLAN MEMBERS. PREVENTIVE BIRTHDAY CARD REMINDERS FOR CHILDREN DELIVERED ANNUAL PHYSICAL EXAM MESSAGES TO 150,271 HEALTH PLAN MEMBERS. SELF-CARE MANUALS WERE DISTRIBUTED TO HEALTH PLAN MEMBERS AND COMMUNITY ORGANIZATIONS. WE SENT OUT 388 IN 2014. - THE TOBACCO CESSATION PROGRAM HAD OVER 12,000 INTERVENTIONS IN 2014. WE SENT OUT 46,261 CAMPUS-WIDE ELECTRONIC INTERVENTIONS TO PROMOTE THE GREAT AMERICAN SMOKEOUT (GASO) AND DISTRIBUTED 5,000 GASO QUIT KITS. OUR CERTIFIED TOBACCO TREATMENT SPECIALISTS FACILITATED 14 TOBACCO CESSATION AWARENESS GROUP PROGRAMS FOR 79 PARTICIPANTS AND PROVIDED 12 TOBACCO AWARENESS PRESENTATIONS FOR 60 COMMUNITY AND EMPLOYER GROUPS. OVER 400 INPATIENTS FROM SENTARA VIRGINIA BEACH GENERAL HOSPITAL AND SENTARA HEART HOSPITAL WERE CONTACTED FOUR WEEKS AFTER THEIR HOSPITAL DISCHARGE FOR TOBACCO CESSATION FOLLOW-UP. - HEALTHY EDGE/MISSION: HEALTH. DURING THE MONTH OF NOVEMBER, 17,817 EMPLOYEES COMPLETED A HEALTH RISK ASSESSMENT IN CONJUNCTION WITH THE MISSION: HEALTH PROGRAM. OF THOSE, 10,022 EMPLOYEES ATTENDED 130 ON-SITE HEALTH SCREENINGS WITHIN SIX MONTHS. IN 2014, 5,105 EMPLOYEES WERE IDENTIFIED WITH TWO OR MORE HEALTH RISKS. 2,338 EMPLOYEES AGREED TO ONLINE COACHING AND 2,767 EMPLOYEES AGREED TO TELEPHONIC COACHING. 2,998 EMPLOYEES AGREED TO CONTINUE ENGAGING WITH THEIR HEALTH COACH. 3,086 EMPLOYEES FROM 2014 WILL NO LONGER NEED TO ENGAGE WITH A HEALTH COACH. - WEBMD BECAME OUR NEW HEALTH COACHING AND HEALTH EDUCATION PORTAL PARTNER IN OCTOBER 2014. THIS IS A REPLACEMENT FOR HEALTHYROADS. - WELLNESSFORLIFE: 12,374 CITY OF VIRGINIA BEACH AND VIRGINIA BEACH PUBLIC SCHOOL EMPLOYEES COMPLETED REGISTRATION FOR ENROLLMENT INTO THE WELLNESS PROGRAM. OF THOSE, 6,470 EMPLOYEES ATTENDED 56 ON-SITE HEALTH SCREENINGS WITHIN NINE MONTHS. 3,486 EMPLOYEES WERE IDENTIFIED WITH TWO OR MORE HEALTH RISKS. OVERALL EIGHTY PERCENT OF ELIGIBLE EMPLOYEES PARTICIPATED. - HAMPTON ROADS SANITATION DISTRICT AWARDED A THREE-YEAR HEALTH IMPROVEMENT SERVICES CONTRACT TO OPTIMA HEALTH & PREVENTIVE SERVICES. THIS UNIQUE CONTRACT IS BETWEEN OPTIMA HEALTH AND A GROUP THAT IS INSURED WITH ANOTHER CARRIER FOR OUR OUTSTANDING WELLNESS SERVICES. PROGRAMMING POSITIVELY AFFECTED NINE HUNDRED AND THIRTY EMPLOYEES AND THEIR SPOUSES IN 2014. - POCKET EKG SCREENED 189 PARTICIPANTS IN 2014. ONE HUNDRED AND SEVENTY NINE (95 PERCENT) OF THOSE PARTICIPANTS WERE IDENTIFIED WITH CARDIOVASCULAR HEALTH RISKS. C. ACCREDITATION AND AWARDS THE NATIONAL COMMITTEE FOR QUALITY ASSURANCE (NCQA) HAS RECOGNIZED OUR QUEST FOR EXCELLENCE BY AWARDING OUR COMMERCIAL HMO AND MEDICAID HMO PRODUCTS WITH AN "EXCELLENT" ACCREDITATION STATUS. WE HAVE MAINTAINED THIS RATING SINCE 1998, A CLAIM NO OTHER HEALTH PLAN IN THE REGION CAN MAKE. OPTIMA HEALTH RECEIVED AN A+ RATING FROM THESTREET.COM (WEISS RATINGS, INC.) FOR FINANCIAL SOUNDNESS, RECOGNIZING OUR ABILITY TO WITHSTAND SEVERE ECONOMIC ADVERSITY AND SHOWING EXCEPTIONAL FINANCIAL STRENGTH. THESTREET.COM IS THE NATION'S LEADING INDEPENDENT PROVIDER OF RATINGS AND ANALYSES OF FINANCIAL SERVICE COMPANIES, MUTUAL FUNDS, AND STOCKS. THE RATING RECOGNIZES OPTIMA HEALTH AS AN OUTSTANDING INSURER OFFERING EXCELLENT FINANCIAL STABILITY FOR ITS CUSTOMERS. FEWER THAN FIVE PERCENT OF THE NATION'S HMOS AND HEALTH INSURERS MEET THESTREET.COM RATING'S CRITERIA FOR EXCEPTIONAL FINANCIAL STRENGTH. VIII. CONCLUSION THROUGH ALL THAT WE DO AT SENTARA HEALTHCARE AND OPTIMA HEALTH, WE STRIVE TO IMPROVE HEALTH EVERY DAY, WHETHER IT IS BY USING THE MOST ADVANCED MEDICAL EQUIPMENT POSSIBLE, CARING FOR A NEW PATIENT WHO MIGHT NOT OTHERWISE BE HELPED, OR RESEARCHING NEW WAYS TO PREVENT OR CURE CHALLENGING HEALTH CONDITIONS. WHILE OUR OFFICIAL PATIENT COUNT COULD BE FIGURED HOSPITAL BY HOSPITAL AND PHYSICIAN'S OFFICE BY PHYSICIAN'S OFFICE, WE BELIEVE WE MAY HELP OVER THREE MILLION PEOPLE - WHETHER ENROLLED PATIENTS OR COMMUNITY MEMBERS -- ACROSS VIRGINIA AND NORTH CAROLINA, THANKS TO ALL OF OUR VITAL HEALTH SERVICES AND PROGRAMS OFFERED EACH YEAR. |
| 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 30 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, SENIOR VICE PRESIDENTS AND CORPORATE VICE PRESIDENTS. THE PROCESS WAS LAST UNDERTAKEN DURING 2014 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 MANAGEMENT. |
| FORM 990, PART VI, LINE 16B | JOINT VENTURE POLICY: THE ORGANIZATION HAD A WRITTEN POLICY REQUIRING EVALUATION OF ITS PARTICIPATION IN JOINT VENTURE ARRANGEMENTS 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 CONTRIBUTION TO SUBSIDIARY -12,000,000. CAPITAL DISTRIBUTION FROM SUBSIDIARY 48,000,000. DEEMED DISTRIBUTION FROM CFC NOT ON BOOKS -9,560,881. CHANGE IN FUNDED STATUS OF PENSION LIABILITY -209,854,135. PARTNERSHIP INCOME TAX > BOOK -312,182. BOOK RECLASS OF INTERCOMPANY ACCTS TO EQUITY 177,785,379. SUBPART F INCOME NOT ON BOOKS -2,278,047. NET ASSET TRANSFERS FROM SUBSIDIARIES -134,627,185. |
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 | $1,182,327 | 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) |
| TIDEWATER HEALTH CARE INC | ||||||||||
| 6015 POPLAR HALL DRIVE | NORFOLK | VA | 23502 | 521277419 | 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 (20 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 | $28,157 | $291,806 | 0 | 0 | 0.40000 |
| MANAGEMENT SERVICES LLC | |||||||||||||
| 814 GREENBRIER CIRCLE | CHESAPEAKE | VA | 23320 | 541365012 | HLTH MGT SV | VA | SH | UNRELATED | $14,078 | $145,908 | 0 | 0 | 0.20000 |
| OBICI REAL ESTATE HOLDINGS LLC | |||||||||||||
| 6015 POPLAR HALL DRIVE | NORFOLK | VA | 23502 | 261749881 | RE RENTAL | VA | SH | RELATED | $143,668 | $3,433,113 | 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 | $1,633,757 | $2,701,697 | 0 | 0 | 0.51560 |
| VA BEACH AMBULATORY SURGERY CENTER | |||||||||||||
| 1700 WILL O WISP DRIVE | VA BEACH | VA | 23454 | 541448218 | HEALTH CARE | VA | SH | RELATED | $840,546 | $3,359,784 | 0 | 0 | 0.50000 |
| AMER HEALTH EVAL CTR-WMSBG LLC | |||||||||||||
| 739 THIMBLE SHOALS STE 105 | NEWPORT NEWS | VA | 23606 | 263761741 | HEALTH CARE | VA | SVI | UNRELATED | -$232,199 | 0 | 0 | 0.35000 | |
| CANCER CENTERS OF VA LLC | |||||||||||||
| 5900 LAKE WRIGHT DRIVE | NORFOLK | VA | 23502 | 201338518 | HEALTH CARE | VA | SH | RELATED | $688,295 | $5,906,064 | 0 | 0 | 0.50000 |
| HAMPTON ROADS LITHOTRIPSY LLC | |||||||||||||
| 225 CLEARFIELD AVE | VIRGINIA BEACH | VA | 23462 | 200942600 | HEALTH CARE | VA | SVI | UNRELATED | $539,350 | $62,876 | 0 | 0 | 0.33330 |
| HEALTHCARE PERFORMANCE IMPROVEMENT LLC | |||||||||||||
| 5041 CORPORATE WOODS DR STE 180 | VIRGINIA BEACH | VA | 23462 | 204024074 | CONSULTING | VA | SVI | UNRELATED | $801,959 | $1,531,864 | 0 | 0 | 0.39350 |
| RADIOLOGY SERVICES OF HAMPTON ROADS LC | |||||||||||||
| 814 GREENBRIER CIRCLE STE L | CHESAPEAKE | VA | 23320 | 541774472 | HEALTH CARE | VA | SE | RELATED | $155,077 | $1,177,986 | 0 | 0 | 0.25000 |
| RADIOLOGY SERVICES OF HAMPTON ROADS LC | |||||||||||||
| 814 GREENBRIER CIRCLE STE L | CHESAPEAKE | VA | 23320 | 541774472 | HEALTH CARE | VA | SH | RELATED | $155,077 | $1,177,986 | 0 | 0 | 0.25000 |
| SENTARA OBICI AMBULATORY SURGERY LLC | |||||||||||||
| 2750 GODWIN BLVD | SUFFOLK | VA | 23434 | 260144898 | HEALTH CARE | VA | SH | RELATED | $808,917 | $1,589,100 | 0 | 0 | 0.53040 |
| ST LUKES PROPERTIES LLC | |||||||||||||
| 6015 POPLAR HALL DRIVE | NORFOLK | VA | 23502 | 272774684 | MOB RENTAL | VA | SE | RELATED | -$64,427 | $4,244,958 | 0 | 0 | 0.70000 |
| POTOMAC INOVA HEALTHCARE ALLIANCE LLC | |||||||||||||
| 8110 GATEHOUSE RD STE 400W | FALLS CHURCH | VA | 22042 | 541802733 | HEALTHCARE | VA | PHC | RELATED | -$65,778 | $2,059,805 | 0 | 0 | 0.50000 |
| ORTHOPAEDIC HOSPITAL MANAGEMENT LLC | |||||||||||||
| 3000 COLISEUM DRIVE | HAMPTON | VA | 23666 | 274185117 | MGT SVCS | VA | SH | RELATED | $135,793 | $15,671 | 0 | 0 | 0.40000 |
| CAREPLEX ORTHOPAEDIC ASC LLC | |||||||||||||
| 3000 COLISEUM DRIVE | HAMPTON | VA | 23666 | 271867311 | HEALTH CARE | VA | SH | RELATED | $2,077,872 | $2,954,002 | 0 | 0 | 0.50000 |
| PHYSICAL THERAPY ACACLLC | |||||||||||||
| 501 ALBEMARLE SQUARE | CHARLOTTESVILLE | VA | 22901 | 260080717 | HEALTH CARE | VA | MJME | UNRELATED | $159,821 | $174,070 | 0 | 0 | 0.50000 |
| MNS SUPPLY CHAIN NETWORK LLC | |||||||||||||
| 2085 FRONTIS PLAZA BLVD | WINSTON SALEM | NC | 27103 | 454235238 | GPO | DE | SHC | UNRELATED | $104,471 | $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 | $607,153 | $1,752,921 | 0 | 0 | 0.42000 |
| ALETA HEALTH LLC | |||||||||||||
| 2300 OPITZ BLVD | WOODBRIDGE | VA | 22191 | 465661314 | MSO | DE | PVC | UNRELATED | -$45,628 | $973,629 | 0 | 0 | 0.51000 |
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 Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SENTARA SOUTHSIDE HEALTH SERVICES INC | |||||||||||||||||
| 2204 WILBORN AVENUE | SOUTH BOSTON | VA | 24592 | 541417772 | HEALTH SERVICES | VA | HALIFAX REGIONAL HOSPITAL INC | C | $1,651,742 | $346,514 | 1.00000 | Yes (1) | |||||
| DOMINION HEALTH MEDICAL ASSOCIATES LTD | |||||||||||||||||
| 2204 WILBORN AVENUE | SOUTH BOSTON | VA | 24592 | 541060357 | PHYS PRACTICE | VA | HALIFAX REGIONAL PROFESSIONAL SERVICES LLC | C | $29,849,286 | $4,605,715 | 1.00000 | Yes (1) | |||||
| SENTARA HOLDINGS INC | |||||||||||||||||
| 6015 POPLAR HALL DRIVE | NORFOLK | VA | 23502 | 541555638 | HOLDING COMPANY | VA | SENTARA HEALTHCARE | C | $3,259,903 | 1.00000 | Yes (1) | ||||||
| SENTARA HEALTH PLANS INC | |||||||||||||||||
| 6015 POPLAR HALL DRIVE | NORFOLK | VA | 23502 | 522368125 | TPA | VA | SENTARA HOLDINGS INC | C | $1,626,149 | $41,983,673 | 1.00000 | Yes (1) | |||||
| OPTIMA HEALTH GROUP | |||||||||||||||||
| 6015 POPLAR HALL DRIVE | NORFOLK | VA | 23502 | 541473382 | HMO | VA | SENTARA HEALTH PLANS INC | C | $8,281 | $2,535,177 | 1.00000 | Yes (1) | |||||
| OPTIMA HEALTH INSURANCE COMPANY | |||||||||||||||||
| 6015 POPLAR HALL DRIVE | NORFOLK | VA | 23502 | 541642752 | HEALTH INSURANCE | VA | SENTARA HEALTH PLANS INC | C | $111,114,864 | $31,436,173 | 1.00000 | Yes (1) | |||||
| OPTIMA BEHAVIORAL HEALTH SERVICES | |||||||||||||||||
| 6015 POPLAR HALL DRIVE | NORFOLK | VA | 23502 | 621382666 | MENTAL HEALTH SVCS | VA | SENTARA HEALTH PLANS INC | C | $38,089,894 | $2,386,104 | 1.00000 | Yes (1) | |||||
| SENTARA VENTURES INC | |||||||||||||||||
| 6015 POPLAR HALL DRIVE | NORFOLK | VA | 23502 | 541688615 | HOLDING COMPANY | VA | SENTARA HOLDINGS INC | C | $19,569,924 | $13,853,567 | 1.00000 | Yes (1) | |||||
| SMG INNOVATIONS INC | |||||||||||||||||
| 6015 POPLAR HALL DRIVE | NORFOLK | VA | 23502 | 203730331 | HEALTH CARE | VA | SENTARA MEDICAL GROUP | C | $5,646,330 | $1,503,383 | 1.00000 | Yes (1) | |||||
| SENTARA OBICI PROFESSIONAL CENTER | |||||||||||||||||
| 6015 POPLAR HALL DRIVE | NORFOLK | VA | 23502 | 541445865 | RE RENTAL | VA | SENTARA HOLDINGS INC | C | $2,037,773 | 1.00000 | Yes (1) | ||||||
| SENTARA STRATEGIC SOLUTIONS INC | |||||||||||||||||
| 6015 POPLAR HALL DRIVE | NORFOLK | VA | 23502 | 541020941 | HEALTH CARE | VA | SEN OBICI PROF CTR | C | $2,245 | 1.00000 | Yes (1) | ||||||
| POTOMAC VENTURES CORP | |||||||||||||||||
| 2300 OPITZ BLVD | WOODBRIDGE | VA | 22191 | 541441420 | PHARMACY | VA | POTOMAC HOSPITAL CORP | C | $506,435 | $3,644,761 | 1.00000 | Yes (1) | |||||
| ROCKINGHAM HEALTH SERVICES INC | |||||||||||||||||
| 2010 HEALTH CAMPUS DRIVE | HARRISONBURG | VA | 22801 | 541721387 | CONTRACTING SVCS | VA | SENTARA RMH MEDICAL CENTER | C | 1.00000 | Yes (1) | |||||||
| MARTHA JEFFERSON MEDICAL ENTERPRISES INC | |||||||||||||||||
| 500 MARTHA JEFFERSON DRIVE | CHARLOTTESVILLE | VA | 22911 | 541841528 | MEDICAL BILLING SVCS | VA | MARTHA JEFFERSON HOSPITAL | C | $3,083,137 | $429,499 | 1.00000 | Yes (1) | |||||
| BAY PRIMEX INSURANCE COMPANY LTD | |||||||||||||||||
| 980704114 | INSURANCE | SENTARA HEALTHCARE | C | $14,764,880 | $80,835,279 | 1.00000 | Yes (1) | 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 | $1,958,683 | $1,638,277 | 1.00000 | Yes (1) | |||||
| SENTARA HEALTH PLANS OF OHIO INC | |||||||||||||||||
| 4417 CORPORATION LANE | VIRGINIA BEACH | VA | 23462 | 471509408 | TPA | OH | SENTARA HOLDINGS INC | C | $750 | 1.00000 | Yes (1) | ||||||
| SENTARA HEALTH INSURANCE CO OF NC | |||||||||||||||||
| 4417 CORPORATION LANE | VIRGINIA BEACH | VA | 23462 | 471888140 | HEALTH INSURANCE | NC | SENTARA HOLDINGS INC | C | $2,500,000 | 1.00000 | Yes (1) | ||||||
| SENTARA HEALTH PLANS OF NC INC | |||||||||||||||||
| 4417 CORPORATION LANE | VIRGINIA BEACH | VA | 23462 | 465510421 | TPA | NC | SENTARA HOLDINGS INC | C | $5,000 | 1.00000 | Yes (1) | ||||||
| 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 (49 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| SENTARA HOSPITALS | ||
| C | $23,480,450 | CORP BOOKS/REC |
| SENTARA HOSPITALS | ||
| L | $53,441,769 | CORP BOOKS/REC |
| SENTARA HOSPITALS | ||
| M | $362,016 | CORP BOOKS/REC |
| SENTARA HOSPITALS | ||
| N | $594,477 | CORP BOOKS/REC |
| SENTARA HOSPITALS | ||
| Q | $211,102 | CORP BOOKS/REC |
| SENTARA HOSPITALS | ||
| S | $232,791,620 | CORP BOOKS/REC |
| POTOMAC HOSPITAL CORP OF PRINCE WILLIAM | ||
| C | $872,797 | CORP BOOKS/REC |
| POTOMAC HOSPITAL CORP OF PRINCE WILLIAM | ||
| L | $2,006,140 | CORP BOOKS/REC |
| POTOMAC HOSPITAL CORP OF PRINCE WILLIAM | ||
| O | $93,108 | CORP BOOKS/REC |
| POTOMAC HOSPITAL CORP OF PRINCE WILLIAM | ||
| S | $6,335,490 | CORP BOOKS/REC |
| TIDEWATER HEALTH CARE INC | ||
| A | $7,402,988 | CORP BOOKS/REC |
| TIDEWATER HEALTH CARE INC | ||
| D | $146,659,181 | CORP BOOKS/REC |
| TIDEWATER HEALTH CARE INC | ||
| L | $6,262,457 | CORP BOOKS/REC |
| TIDEWATER HEALTH CARE INC | ||
| Q | $118,322,355 | CORP BOOKS/REC |
| TIDEWATER HEALTH CARE INC | ||
| S | $11,866,433 | CORP BOOKS/REC |
| SMG INNOVATIONS INC | ||
| Q | $149,718 | CORP BOOKS/REC |
| SENTARA MEDICAL GROUP | ||
| B | $37,650,500 | CORP BOOKS/REC |
| SENTARA MEDICAL GROUP | ||
| C | $1,086,522 | CORP BOOKS/REC |
| SENTARA MEDICAL GROUP | ||
| L | $2,628,548 | CORP BOOKS/REC |
| SENTARA MEDICAL GROUP | ||
| Q | $167,185 | CORP BOOKS/REC |
| SENTARA ENTERPRISES | ||
| B | $2,517,498 | CORP BOOKS/REC |
| SENTARA ENTERPRISES | ||
| C | $1,916,781 | CORP BOOKS/REC |
| SENTARA ENTERPRISES | ||
| L | $4,354,524 | CORP BOOKS/REC |
| MPB INC | ||
| B | $23,965,017 | CORP BOOKS/REC |
| MPB INC | ||
| K | $168,284 | CORP BOOKS/REC |
| MPB INC | ||
| L | $1,858,276 | CORP BOOKS/REC |
| SENTARA LIFE CARE CORP | ||
| C | $1,309,063 | CORP BOOKS/REC |
| SENTARA LIFE CARE CORP | ||
| L | $2,968,194 | CORP BOOKS/REC |
| SENTARA LIFE CARE CORP | ||
| S | $6,112,066 | CORP BOOKS/REC |
| SENTARA VENTURES INC | ||
| O | $244,251 | CORP BOOKS/REC |
| SENTARA HEALTH PLANS INC | ||
| L | $7,370,673 | CORP BOOKS/REC |
| SENTARA HEALTH PLANS INC | ||
| M | $6,643,405 | CORP BOOKS/REC |
| SENTARA HEALTH PLANS INC | ||
| O | $932,036 | CORP BOOKS/REC |
| SENTARA HEALTH PLANS INC | ||
| Q | $11,863,579 | CORP BOOKS/REC |
| SENTARA HEALTH PLANS INC | ||
| S | $1,224,720 | CORP BOOKS/REC |
| OPTIMA HEALTH PLAN | ||
| S | $48,000,000 | CORP BOOKS/REC |
| SENTARA HEALTH PLANS INC | ||
| B | $12,000,000 | CORP BOOKS/REC |
| MARTHA JEFFERSON HOSPITAL | ||
| B | $73,059,477 | CORP BOOKS/REC |
| MARTHA JEFFERSON HOSPITAL | ||
| S | $167,029,178 | CORP BOOKS/REC |
| MARTHA JEFFERSON HOSPITAL | ||
| O | $112,140 | CORP BOOKS/REC |
| BAY PRIMEX INSURANCE COMPANY LTD | ||
| S | $9,560,881 | CORP BOOKS/REC |
| OBICI ASC | ||
| Q | $175,778 | CORP BOOKS/REC |
| PRINCESS ANNE ASC | ||
| L | $113,289 | CORP BOOKS/REC |
| PRINCESS ANNE ASC | ||
| Q | $252,337 | CORP BOOKS/REC |
| ST LUKES PROPERTIES LLC | ||
| Q | $475,288 | CORP BOOKS/REC |
| HALIFAX REGIONAL HOSPITAL | ||
| B | $1,890,705 | CORP BOOKS/REC |
| SENTARA RMH MEDICAL CENTER | ||
| B | $63,867,706 | CORP BOOKS/REC |
| SENTARA RMH MEDICAL CENTER | ||
| S | $243,979,585 | CORP BOOKS/REC |
| SENTARA RMH MEDICAL CENTER | ||
| O | $112,140 | 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 |