INOVA HEALTH SYSTEM FOUNDATION: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- INOVA HEALTH SYSTEM FOUNDATION (EIN 54-1071867)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-09
- IRS object ID
- 201543139349301579
- Schema version
- 2014v5.0
- 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 D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-09T13:32:01-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 221478099 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHNREZNICK LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7501 WISCONSIN AVE SUITE 400E | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20814 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 541071867 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INOVA HEALTH SYSTEM FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | INOV | BusinessNameControlTxt |
| Phone | 7032892433 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8110 GATEHOUSE ROAD SUITE 400W | AddressLine1Txt |
| City | FALLS CHURCH | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22042 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD MAGENHEIMER | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 7032892433 | PhoneNum |
| Signature | 2015-11-09 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | FRED HUTCHISON | PreparerPersonNm |
| PTIN | P00640420 | PTIN |
| Phone | 7037446700 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | J KNOX SINGLETON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8110 GATEHOUSE ROAD SUITE 400W | AddressLine1Txt |
| City | FALLS CHURCH | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $187,447,944 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | INOVA.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1977 | FormationYr |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Activity Or Mission | INOVA HEALTH SYSTEM FOUNDATION (FOUNDATION), A PARENT COMPANY WHICH ALSO SERVES AS A CHARITABLE FOUNDATION, RAISING FUNDS TO SUPPORT INOVA'S TAX-EXEMPT ENTITIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 19 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 50 | TotalEmployeeCnt |
| Total Volunteers | 400 | TotalVolunteersCnt |
| Total Gross UBI | $41,505 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $40,505 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $19,317,478 | PYContributionsGrantsAmt |
| CY Contributions Grants | $9,843,440 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $522,314,436 | PYInvestmentIncomeAmt |
| CY Investment Income | $140,110,727 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$2,839,789 | PYOtherRevenueAmt |
| CY Other Revenue | $3,990,560 | CYOtherRevenueAmt |
| PY Total Revenue | $538,792,125 | PYTotalRevenueAmt |
| CY Total Revenue | $153,944,727 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $6,129,607 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $12,010,314 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,861,331 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $5,508,612 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $92,220 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $147,250 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $6,371,685 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $15,551,307 | PYOtherExpensesAmt |
| CY Other Expenses | $18,721,028 | CYOtherExpensesAmt |
| PY Total Expenses | $25,634,465 | PYTotalExpensesAmt |
| CY Total Expenses | $36,387,204 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $513,157,660 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $117,557,523 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,529,402,780 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,896,907,487 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,801,132,135 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,042,521,088 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,728,270,645 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,854,386,399 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | INOVA HEALTH SYSTEM FOUNDATION, THE PARENT COMPANY OF INOVA HEALTH SYSTEM. INOVA HEALTH SYSTEM (INOVA) PROVIDES HEALTHCARE AND RELATED SERVICES THROUGHOUT NORTHERN VIRGINIA AND THE GREATER METROPOLITAN WASHINGTON, D.C. AREA, INCLUDING CERTAIN CONTIGUOUS COUNTIES OF VIRGINIA AND MARYLAND. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $15,477,315 | ExpenseAmt |
| Grant | $12,010,314 | GrantAmt |
| Desc | INOVA HEALTH SYSTEM FOUNDATION (IHSF), THE PARENT COMPANY OF INOVA HEALTH SYSTEM, IS A NON-STOCK, NOT-FOR-PROFIT CORPORATION EXEMPT FROM FEDERAL INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. INOVA HEALTH SYSTEM (INOVA) PROVIDES HEALTHCARE AND RELATED SERVICES THROUGHOUT NORTHERN VIRGINIA AND THE GREATER METROPOLITAN WASHINGTON, D.C. AREA, INCLUDING CERTAIN CONTIGUOUS COUNTIES OF VIRGINIA AND MARYLAND.SINCE ITS INITIATION BY CITIZEN-VOLUNTEERS IN 1956, INOVA AND ITS AFFILIATES HAVE GROWN TO MEET THE CHANGING NEEDS OF A DIVERSE AND GROWING POPULATION. AS A NOT-FOR-PROFIT ORGANIZATION, INOVA DOES NOT HAVE SHAREHOLDERS. IT IS GOVERNED BY THE PEOPLE IT SERVES: MEMBERS OF THE COMMUNITY. THIS MODEL OF GOVERNANCE HELPS TO ENSURE THAT INOVA MEETS THE DIVERSE HEALTHCARE NEEDS OF THE COMMUNITIES IT SERVES.IN KEEPING WITH INOVA'S COMMUNITY SERVICE MISSION, INOVA AND ITS AFFILIATES PROVIDE A WIDE RANGE OF PROGRAMS AND SERVICES WHICH DIRECTLY BENEFIT THE COMMUNITY THEY SERVE. THESE INCLUDE:PROVIDING THE HIGHEST QUALITY MEDICAL CARE TO ALL MEMBERS OF THE COMMUNITY, REGARDLESS OF THEIR FINANCIAL RESOURCES.PROVIDING FREE AND BELOW COST HEALTH SERVICES TO MEET THE IDENTIFIED NEEDS OF TARGETED COMMUNITY GROUPS, SUCH AS: THE INDIGENT AND ELDERLY; VICTIMS OF CANCER, HEART DISEASE, AND STROKE; PERSONS AFFECTED BY SUBSTANCE ABUSE; HIV-POSITIVE INDIVIDUALS; AND OTHERS. PROVIDING UNCOMPENSATED CARE IN ACCORDANCE WITH INOVA POLICIES WHICH ENSURE ACCESS TO MEDICALLY NECESSARY CARE FOR ALL INDIVIDUALS. CHARITY CARE IS DEFINED AS FREE OR DISCOUNTED HEALTHCARE SERVICES PROVIDED TO PERSONS WHO CANNOT AFFORD TO PAY. INOVA HEALTH SYSTEM IS ONE OF THE LARGEST PROVIDERS OF UNCOMPENSATED CARE IN VIRGINIA. PROVIDING HEALTH EDUCATION AND A VARIETY OF OTHER SERVICES TO THE COMMUNITY.TRAINING HEALTH PROFESSIONALS AND PARTICIPATING IN MEDICAL RESEARCH ACTIVITIES. IHSF IS COMPRISED OF: INOVA HEALTH SYSTEM FOUNDATION (FOUNDATION), A PARENT COMPANY, WHICH ALSO SERVES AS A CHARITABLE FOUNDATION, RAISING FUNDS TO SUPPORT INOVA'S TAX-EXEMPT ENTITIES. THE FOUNDATION OPERATES IN ACCORDANCE WITH INOVA'S ARTICLES OF INCORPORATION, WHICH PROVIDE THAT ALL FUNDS RAISED, EXCEPT FOR THOSE REQUIRED FOR THE OPERATIONS OF THE FOUNDATION, BE DISTRIBUTED OR HELD IN SUPPORT OF THE CHARITABLE OBJECTIVES AND MISSION OF INOVA AND ITS TAX-EXEMPT SUBSIDIARIES. FUNDS RAISED ARE CHANNELED TO THE COMMUNITY IN THE FORM OF EXPANDED MEDICAL AND OTHER COMMUNITY SERVICES. DURING 2014, FOUNDATION FUNDS WERE USED TO SUPPORT INOVA FAIRFAX HOSPITAL'S WOMEN'S AND CHILDREN'S SERVICES AND ITS NEONATOLOGY PROGRAM, THE LIFE WITH CANCER SUPPORT AND EDUCATIONAL PROGRAM, THE FORENSIC ASSESSMENT CONSULTATION TEAM (FACT) PROGRAM, AND MANY OTHER PROGRAMS AND SERVICES. IN ADDITION, DONATED FUNDS WERE USED IN 2014 TO SUPPORT MANY OTHER INOVA PROGRAMS INCLUDING INOVACARES CLINICS FOR WOMEN AND CHILDREN AND THE KELLAR CENTER'S BEHAVIORAL SERVICES PROGRAM.INOVA HEALTH CARE SERVICES (IHCS) IS A NOT-FOR-PROFIT CORPORATION THAT OPERATES HOSPITAL FACILITIES, PROGRAMS, AND OTHER SHARED SERVICE ARRANGEMENTS AND CARRIES ON EDUCATION AND RESEARCH ACTIVITIES. AS OF DECEMBER 31, 2014, IHCS OPERATED FOUR HOSPITALS, HAVING A TOTAL OF 1,570 LICENSED HOSPITAL BEDS IN FAIRFAX COUNTY, VIRGINIA - INOVA FAIRFAX HOSPITAL (FAIRFAX), INOVA MOUNT VERNON HOSPITAL (MOUNT VERNON), INOVA ALEXANDRIA HOSPITAL AND INOVA FAIR OAKS HOSPITAL (FAIR OAKS). EACH OF THESE HOSPITALS PROVIDES GENERAL ACUTE CARE SERVICES, INCLUDING EMERGENCY ROOM FACILITIES, INPATIENT AND OUTPATIENT SERVICES, AND A VARYING NUMBER OF ANCILLARY AND SPECIALIZED SERVICES BASED ON THE NEEDS OF THE COMMUNITY. IHCS AND ITS SUBSIDIARIES PROVIDE LONG-TERM CARE AND BEHAVIORAL HEALTH SERVICES. LONG TERM CARE IS PROVIDED THROUGH INOVA ASSISTED LIVING, A TRANSITIONAL LIVING FACILITIES PROVIDER AND THROUGH ELDERLINK, A COOPERATIVE PROGRAM PROVIDING CASE MANAGEMENT SERVICES TO OLDER ADULTS. IN ADDITION, COMPREHENSIVE ADDICTION TREATMENT SERVICES PROVIDES SERVICES TO ADULTS SUFFERING FROM ALCOHOL AND OTHER CHEMICAL DEPENDENCIES. THE KELLAR CENTER PROVIDES TREATMENT FOR CHILDREN AND ADOLESCENTS WITH SUBSTANCE ABUSE AND BEHAVIORAL AND EMOTIONAL PROBLEMS. IHCS IS ALSO THE PARENT COMPANY OF FOUR FREE-STANDING 24-HOUR EMERGENCY CENTERS, WHICH ARE AFFILIATED WITH ITS HOSPITALS, AND OPERATES THE INOVA RESEARCH CENTER, WHICH PROVIDES A QUALITY ARENA FOR PROFESSIONAL EDUCATION AND CLINICAL RESEARCH. IN ADDITION, IHCS OPERATES INOVA ALEXANDRIA FOUNDATION A CHARITABLE FOUNDATION.LOUDOUN HOSPITAL CENTER (LHC) IS A NOT-FOR-PROFIT CORPORATION ORGANIZED TO PROMOTE THE HEALTH AND WELL-BEING OF LOUDOUN COUNTY, VIRGINIA, AND SURROUNDING AREAS. LHC OPERATES LOUDOUN HOSPITAL CENTER (A 183-BED HOSPITAL), LOUDOUN NURSING AND REHABILITATION CENTER, LOUDOUN HEALTHCARE FOUNDATION AND OTHER HEALTHCARE RELATED FACILITIES. INOVA VNA HOME CARE (IVNA) IS A NOT-FOR-PROFIT CORPORATION THAT PROVIDES QUALITY HOME CARE DESIGNED TO IMPROVE THE HEALTH OF THE DIVERSE COMMUNITY IT SERVES.IMANCO, INC. IS A NOT-FOR-PROFIT MANAGEMENT SERVICES COMPANY THAT PROVIDES EXECUTIVE MANAGEMENT OVERSIGHT TO IHSF AND ITS PRINCIPAL AFFILIATES.INTOTAL HEALTH, LLC IS A MEDICAID MANAGED CARE HEALTH INSURANCE PLAN THAT IS LICENSED BY THE COMMONWEALTH OF VIRGINIA. THE PLAN SERVES APPROXIMATELY 58,000 TEMPORARY ASSISTANCE FOR NEEDY FAMILIES, CHILDREN'S HEALTH INSURANCE PROGRAM RECIPIENTS, AND SUPPLEMENTAL SECURITY INCOME/AGED, BLIND AND DISABLED MEMBERS THROUGH THE MEDALLION 3.0 AND FAMILY ACCESS TO MEDICAL INSURANCE SECURITY PROGRAMS. THE PLAN'S NETWORK INCLUDES PRIMARY CARE AND SPECIALIST PHYSICIANS, HOSPITALS, NURSING FACILITIES, HOME HEALTH CARE AGENCIES, AND OTHER MEDICAL PROVIDERS WHO PROVIDE MEDICAL CARE AS WELL AS ASSIST IN THE COORDINATION OF MEMBER CARE. THE PLAN PROVIDES CASE MANAGEMENT AND OUTREACH SERVICES TO ITS MEMBERS IN ORDER TO ASSESS THEIR NEEDS AND TO HELP COORDINATE THEIR CARE WITH THE HEALTHCARE SYSTEM AND COMMUNITY.INOVA HOLDINGS, INC. (IHI) IS THE PARENT HOLDING COMPANY FOR VARIOUS TAXABLE ENTITIES WITHIN INOVA INCLUDING TECHNICAL DYNAMICS INC., A BIOMEDICAL EQUIPMENT MAINTENANCE AND ENGINEERING COMPANY. IHI AND ITS SUBSIDIARIES OPERATE FACILITIES PROVIDING A VARIETY OF HEALTH CARE AND SUPPORT SERVICES TO PATIENTS AND TO AFFILIATED HEALTH CARE PROVIDERS.PROGRAM SERVICESPHILANTHROPY IS CRITICAL TO INOVA'S MISSION. THERE ARE 528 PHILANTHROPIC FUNDS IN INOVA'S FOUNDATION INCLUDING 369 FUNDS WITH THE INOVA HEALTH FOUNDATION, 89 FUNDS WITH THE INOVA ALEXANDRIA HOSPITAL FOUNDATION, AND 70 FUNDS WITH THE INOVA LOUDOUN HOSPITAL FOUNDATION. THIS BROAD RANGE OF PHILANTHROPY HELPS INOVA STAY ON THE FOREFRONT OF MEDICAL ADVANCES, DEVELOP NEW PROGRAMS TO MEET CHANGING NEEDS AND PROVIDE AFFORDABLE HEALTHCARE TO ALL WHO NEED IT. PROGRAMS SUPPORTED INCLUDE PARTNERSHIP FOR HEALTHIER KIDS (PHK), SERVING 4,034 CHILDREN IN 2014; THE INOVA JUNIPER PROGRAM SERVING MORE THAN 1,700 PERSONS LIVING WITH HIV; AND THE LIFE WITH CANCER PROGRAM WITH 32,268 SERVICE HOURS SPENT WITH PATIENTS.TOTAL SUPPORT PROVIDED IN 2014 TO THE COMMUNITY AND INOVA PROGRAMS WAS APPROXIMATELY $12 MILLION. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $12,097,071 | ExpenseAmt |
| Desc | INVESTMENT MANAGEMENT FEES OF $11 MILLION ARE RELATED TO INVESTMENTS THAT INOVA HEALTH SYSTEM FOUNDATION UTILIZES TO PROVIDE HEALTHCARE AND RELATED SERVICES THROUGHOUT NORTHERN VIRGINIA AND THE GREATER METROPOLITAN WASHINGTON, D.C. AREA. THE FEES ARE CALCULATED BASED ON THE MARKET VALUE OF THE INVESTMENTS TIMES BASIS POINTS ESTABLISHED IN EACH CONTRACT. THE RATES ON THESE CONTRACTS APPLY UNTIL A NEW RATE IS NEGOTIATED. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,725,743 | ExpenseAmt |
| Desc | THE FOUNDATION MAINTAINS AUXILIARY SERVICES AT THE HOSPITALS FOR THE PURPOSE OF OPERATING GIFT AND THRIFT SHOPS THAT PROVIDE SUPPORT TO THE HOSPITALS WITHIN THE SYSTEM. THE AUXILIARIES RECEIVE COMMISSIONS FROM VARIOUS FUNDRAISING ACTIVITIES. THE COST ASSOCIATED WITH THE AUXILIARIES WAS $2 MILLION IN 2014. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,725,743 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $29,300,129 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| 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 | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (1) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 50 | 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 | BR | ForeignCountryCd |
| Foreign Country | CA | ForeignCountryCd |
| Foreign Country | CI | ForeignCountryCd |
| Foreign Country | CO | ForeignCountryCd |
| Foreign Country | EZ | ForeignCountryCd |
| Foreign Country | DA | ForeignCountryCd |
| Foreign Country | CF | ForeignCountryCd |
| Foreign Country | HU | ForeignCountryCd |
| Foreign Country | EN | ForeignCountryCd |
| Foreign Country | GR | ForeignCountryCd |
| Foreign Country | IS | ForeignCountryCd |
| Foreign Country | JA | ForeignCountryCd |
| Foreign Country | MY | ForeignCountryCd |
| Foreign Country | NI | ForeignCountryCd |
| Foreign Country | PE | ForeignCountryCd |
| Foreign Country | PL | ForeignCountryCd |
| Foreign Country | KS | ForeignCountryCd |
| Foreign Country | TW | ForeignCountryCd |
| Foreign Country | TU | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| 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 | 19 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (1) | WrittenPolicyOrProcedureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INOVA HEALTH SYSTEM FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7032892433 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8110 GATEHOUSE ROAD SUITE 400W | AddressLine1Txt |
| City | FALLS CHURCH | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22042 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (32 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| J KNOX SINGLETON | ||||||||||
| CEO | 10.00 | 40.00 | Yes (X) | Yes (X) | $0 | $5,249,252 | $751,544 | |||
| STEPHEN M CUMBIE | ||||||||||
| PAST CHAIRMAN | 6.00 | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| MAURA SUGHRUE MD | ||||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||||
| NICHOLAS CAROSI | ||||||||||
| CHAIRMAN | 5.00 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| TONY NADER | ||||||||||
| SECRETARY | 1.00 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| PENNY GROSS | ||||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||||
| TODD STOTTLEMYER | ||||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||||
| CHARLES SMITH | ||||||||||
| TRUSTEE | 2.00 | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| ARSHED CHOUDHRY MD | ||||||||||
| TRUSTEE | 2.00 | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| SUDHAKAR KESAVAN | ||||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||||
| LYDIA THOMAS PHD | ||||||||||
| TREASURER | 4.00 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| JACK EBELER | ||||||||||
| TRUSTEE | 3.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| KATE HANLEY | ||||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||||
| PAUL HARBOLICK JR | ||||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||||
| WESLEY BUSH | ||||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||||
| JOE TRAVEZ | ||||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||||
| RICHARD MAGENHEIMER | ||||||||||
| ASST TREASURER/CFO | 5.00 | 45.00 | Yes (X) | $0 | $913,507 | $764,256 | ||||
| JOHN GAUL | ||||||||||
| ASST SECRETARY/SVP GENERAL | 5.00 | 45.00 | Yes (X) | $0 | $483,883 | $167,462 | ||||
| MARK STAUDER | ||||||||||
| PRESIDENT | 5.00 | 45.00 | Yes (X) | $0 | $1,670,589 | $726,275 | ||||
| MARSHALL RUFFIN | ||||||||||
| EVP CTO | 9.00 | 41.00 | Yes (X) | $0 | $848,542 | $123,391 | ||||
| SALLY PAULL | ||||||||||
| EVP CHIEF HR OFFICER | 5.00 | 45.00 | Yes (X) | $0 | $227,179 | $23,997 | ||||
| LORING FLINT | ||||||||||
| EVP CHIEF MEDICAL OFFICER | 3.00 | 47.00 | Yes (X) | $0 | $715,922 | $195,578 | ||||
| RUSSELL MOHAWK | ||||||||||
| SVO CFO HEALTH PLAN POP HEALTH | 10.00 | 30.00 | $0 | $457,846 | $79,382 | Yes (X) | ||||
| ANTHONY BURCHARD | ||||||||||
| PRESIDENT IHS FOUNDATION | 40.00 | 10.00 | $342,142 | $0 | $70,722 | Yes (X) | ||||
| LINDA ROBERTSON | ||||||||||
| SR DIRECTOR DEVELOPEMENT | 40.00 | $139,952 | $0 | $39,074 | Yes (X) | |||||
| LAURA MOSES | ||||||||||
| SR DIRECTOR DEVELOPEMENT | 40.00 | $132,584 | $0 | $26,747 | Yes (X) | |||||
| JULIA BILICKI | ||||||||||
| SR DIRECTOR DEVELOPEMENT | 40.00 | $162,215 | $0 | $36,771 | Yes (X) | |||||
| MARY MOONEY | ||||||||||
| EXEC DIRECTOR DEVELOPEMENT | 40.00 | $136,527 | $0 | $49,990 | Yes (X) | |||||
| ANNE RIEGER | ||||||||||
| AVP COMMUNITY SAFETY NET | 40.00 | $220,370 | $0 | $62,571 | Yes (X) | |||||
| PATRICK WALTERS | ||||||||||
| FORMER TRUSTEE | 1.00 | 49.00 | $0 | $531,326 | $71,288 | Yes (X) | ||||
| JAMES KIM | ||||||||||
| FORMER ASST SECRETARY | 5.00 | 45.00 | $0 | $277,217 | $61,067 | Yes (X) | ||||
| JOHN NIEDERHUBER | ||||||||||
| CEO ITMI & EVP IHS | 9.00 | 41.00 | $0 | $1,690,829 | $51,126 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,133,790 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $13,066,092 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $3,301,241 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 15 | 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/ForeignAddress/AddressLine1Txt | CityContractorAddress/ForeignAddress/CityNm | Province Or StateContractorAddress/ForeignAddress/ProvinceOrStateNm | CountryContractorAddress/ForeignAddress/CountryCd | ServicesServicesDesc | CompensationCompensationAmt | Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd |
|---|---|---|---|---|---|---|---|---|---|
| WALTER SCOTT & PARTNERS LIMITED | |||||||||
| ONE CHARLOTTE SQUARE | EDINBURGH | SCOTLAND | UK | INVESTMENT MANAGEMENT FEES | $1,253,670 | ||||
| WELLINGTON | |||||||||
| INVESTMENT MANAGEMENT FEES | $1,214,798 | 280 CONGRESS STREET | BOSTON | MA | 02210 | ||||
| UBS REALTY INVESTORS LLC | |||||||||
| INVESTMENT MANAGEMENT FEES | $1,198,135 | 10 STATE HOUSE SQUARE 15TH FLOOR | HARTFORD | CT | 06103 | ||||
| RREEF AMERICA LLC | |||||||||
| INVESTMENT MANAGEMENT FEES | $1,152,130 | 875 NORTH MICHIGAN AVE FLR 41 | CHICAGO | IL | 60611 | ||||
| HARDING LOEVNER LP | |||||||||
| INVESTMENT MANAGEMENT FEES | $1,091,720 | 400 CROSSING BLVD FOURTH FLOOR | BRIDGEWATER | NJ | 08807 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 21 | CntrctRcvdGreaterThan100KCnt |
| Info In Schedule O Part VIII | Yes (X) | InfoInScheduleOPartVIIIInd |
| Membership Dues | $18,162 | MembershipDuesAmt |
| Fundraising | $1,723,649 | FundraisingAmt |
| All Other Contributions | $8,101,629 | AllOtherContributionsAmt |
| Noncash Contributions | $1,060,249 | NoncashContributionsAmt |
| Total Contributions | $9,843,440 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $70,657,276 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $41,505 | UnrelatedBusinessRevenueAmt |
| Exclusion | $70,615,771 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $100,247,731 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $30,794,280 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $69,453,451 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $69,453,451 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $69,453,451 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $1,147,739 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $1,723,649 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $1,282,523 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$134,784 | TotalRevenueColumnAmt |
| Exclusion | -$134,784 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $5,899,763 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $1,426,414 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,473,349 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,473,349 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| INNOVATION HEALTH SEE SCHEDULE O | 524298 | -$31,617 | -$31,617 |
| INNOVATION HEALTH HOLDINGS LLC | 524298 | -$316,388 | -$316,388 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | -$348,005 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $153,944,727 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $73,578,795 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $41,505 | UnrelatedBusinessRevenueAmt |
| Exclusion | $70,480,987 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,010,314 | TotalAmt |
| Program Services | $12,010,314 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,133,790 | TotalAmt |
| Fundraising | $1,133,790 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,424,223 | TotalAmt |
| Program Services | $1,525,907 | ProgramServicesAmt |
| Management And General | $232,050 | ManagementAndGeneralAmt |
| Fundraising | $1,666,266 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $292,462 | TotalAmt |
| Program Services | $92,650 | ProgramServicesAmt |
| Management And General | $14,090 | ManagementAndGeneralAmt |
| Fundraising | $185,722 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $333,474 | TotalAmt |
| Program Services | $74,320 | ProgramServicesAmt |
| Management And General | $11,302 | ManagementAndGeneralAmt |
| Fundraising | $247,852 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $324,663 | TotalAmt |
| Program Services | $111,762 | ProgramServicesAmt |
| Management And General | $16,996 | ManagementAndGeneralAmt |
| Fundraising | $195,905 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $695,530 | TotalAmt |
| Program Services | $177,623 | ProgramServicesAmt |
| Management And General | $27,012 | ManagementAndGeneralAmt |
| Fundraising | $490,895 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $207,675 | TotalAmt |
| Program Services | $175,471 | ProgramServicesAmt |
| Management And General | $26,685 | ManagementAndGeneralAmt |
| Fundraising | $5,519 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $147,250 | TotalAmt |
| Fundraising | $147,250 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,097,117 | TotalAmt |
| Program Services | $12,097,071 | ProgramServicesAmt |
| Management And General | $46 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,940,336 | TotalAmt |
| Program Services | $715,207 | ProgramServicesAmt |
| Management And General | $33,975 | ManagementAndGeneralAmt |
| Fundraising | $1,191,154 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100,966 | TotalAmt |
| Program Services | $73,767 | ProgramServicesAmt |
| Management And General | $11,218 | ManagementAndGeneralAmt |
| Fundraising | $15,981 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,307 | TotalAmt |
| Program Services | $1,058 | ProgramServicesAmt |
| Management And General | $161 | ManagementAndGeneralAmt |
| Fundraising | $70,088 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,790 | TotalAmt |
| Program Services | $53,446 | ProgramServicesAmt |
| Management And General | $8,344 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $882,593 | TotalAmt |
| Program Services | $756,152 | ProgramServicesAmt |
| Management And General | $114,991 | ManagementAndGeneralAmt |
| Fundraising | $11,450 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $99,343 | TotalAmt |
| Program Services | $29,150 | ProgramServicesAmt |
| Management And General | $4,433 | ManagementAndGeneralAmt |
| Fundraising | $65,760 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,141 | TotalAmt |
| Program Services | $20,305 | ProgramServicesAmt |
| Management And General | $3,088 | ManagementAndGeneralAmt |
| Fundraising | $33,748 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,760 | TotalAmt |
| Program Services | $38,072 | ProgramServicesAmt |
| Management And General | $5,790 | ManagementAndGeneralAmt |
| Fundraising | $2,898 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,192 | TotalAmt |
| Program Services | $419 | ProgramServicesAmt |
| Management And General | $64 | ManagementAndGeneralAmt |
| Fundraising | $36,709 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PHYSICIAN FEES | $800,000 | $694,400 | $105,600 | |
| BAD DEBT | $526,219 | $405 | $62 | $525,752 |
| OTHER PURCHASED SERVICE | $372,222 | $320,134 | $48,684 | $3,404 |
| TAXES AND LICENSES | $287,786 | $209,532 | $31,864 | $46,390 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $437,051 | TotalAmt |
| Program Services | $122,964 | ProgramServicesAmt |
| Management And General | $18,935 | ManagementAndGeneralAmt |
| Fundraising | $295,152 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,387,204 | TotalAmt |
| Program Services | $29,300,129 | ProgramServicesAmt |
| Management And General | $715,390 | ManagementAndGeneralAmt |
| Fundraising | $6,371,685 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $355,025 | BOYAmt |
| EOY | $495,084 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,515,400 | BOYAmt |
| EOY | $14,989,650 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $778,467 | BOYAmt |
| EOY | $784,592 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $176,963 | BOYAmt |
| EOY | $147,997 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $166,359 | BOYAmt |
| EOY | $195,588 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,988,040 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $540,247 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,472,096 | BOYAmt |
| EOY | $2,447,793 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,165,380,224 | BOYAmt |
| EOY | $2,198,465,704 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,204,342,925 | BOYAmt |
| EOY | $1,531,219,824 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $140,215,321 | BOYAmt |
| EOY | $148,161,255 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,529,402,780 | BOYAmt |
| EOY | $3,896,907,487 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,994,747 | BOYAmt |
| EOY | $3,910,078 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,798,137,388 | BOYAmt |
| EOY | $2,038,611,010 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,801,132,135 | BOYAmt |
| EOY | $2,042,521,088 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,659,943,412 | BOYAmt |
| EOY | $1,788,130,793 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,852,850 | BOYAmt |
| EOY | $55,053,779 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,474,383 | BOYAmt |
| EOY | $11,201,827 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,728,270,645 | BOYAmt |
| EOY | $1,854,386,399 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,529,402,780 | BOYAmt |
| EOY | $3,896,907,487 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $117,557,523 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $12,988,750 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$4,430,519 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type3 Func Int | Yes (X) | SupportingOrgType3FuncIntInd |
| Supported Organizations | 2 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp (2 entries)
| EINEIN | Organization TypeOrganizationTypeDesc | Governing Document ListedGoverningDocumentListedInd | SupportSupportAmt | Other SupportOtherSupportAmt |
|---|---|---|---|---|
| INOVA HEALTH CARE SERVICES | ||||
| 540620889 | 3 | Yes (1) | $11,508,284 | $0 |
| INOVA VNA HOME CARE INC | ||||
| 541277164 | 9 | Yes (1) | $502,030 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 2 | SupportedOrganizationsTotalCnt |
| Support Sum | $12,010,314 | SupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (1) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | 0 | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | 0 | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | 0 | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | 0 | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
Form990 Sch A Type3 Sprt Org All Form990SchAType3SprtOrgAllGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timely Provided Documents | Yes (1) | TimelyProvidedDocumentsInd |
| Officers Close Relationship | Yes (1) | OfficersCloseRelationshipInd |
| Supported Org Voice Investment | 0 | SupportedOrgVoiceInvestmentInd |
Form990 Sch A Type3 Func Int Form990SchAType3FuncIntGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Parent Supported Org | Yes (X) | ParentSupportedOrgInd |
| Appoint Elect Majority Officer | 0 | AppointElectMajorityOfficerInd |
| Exercise Direction Policies | 0 | ExerciseDirectionPoliciesInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $19,748,938 | BeginningYearBalanceAmt |
| Contributions | $379,367 | ContributionsAmt |
| Investment Earnings Or Losses | $459,337 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $169,347 | GrantsOrScholarshipsAmt |
| Other Expenditures | $456,076 | OtherExpendituresAmt |
| Administrative Expenses | $40,507 | AdministrativeExpensesAmt |
| End Year Balance | $19,921,712 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $18,939,340 | BeginningYearBalanceAmt |
| Contributions | $304,314 | ContributionsAmt |
| Investment Earnings Or Losses | $1,273,703 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $16,680 | GrantsOrScholarshipsAmt |
| Other Expenditures | $710,651 | OtherExpendituresAmt |
| Administrative Expenses | $41,088 | AdministrativeExpensesAmt |
| End Year Balance | $19,748,938 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $18,037,004 | BeginningYearBalanceAmt |
| Contributions | $192,709 | ContributionsAmt |
| Investment Earnings Or Losses | $1,119,064 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $5,979 | GrantsOrScholarshipsAmt |
| Other Expenditures | $362,339 | OtherExpendituresAmt |
| Administrative Expenses | $41,119 | AdministrativeExpensesAmt |
| End Year Balance | $18,939,340 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $18,356,959 | BeginningYearBalanceAmt |
| Contributions | $385,654 | ContributionsAmt |
| Investment Earnings Or Losses | -$304,046 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $370,714 | OtherExpendituresAmt |
| Administrative Expenses | $27,849 | AdministrativeExpensesAmt |
| End Year Balance | $18,037,004 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $17,249,575 | BeginningYearBalanceAmt |
| Contributions | $618,086 | ContributionsAmt |
| Investment Earnings Or Losses | $952,760 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $16,298 | GrantsOrScholarshipsAmt |
| Other Expenditures | $421,081 | OtherExpendituresAmt |
| Administrative Expenses | $26,083 | AdministrativeExpensesAmt |
| End Year Balance | $18,356,959 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.26000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.74000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | 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 | $2,275,486 | OtherCostOrOtherBasisAmt |
| Book Value | $2,275,486 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $322,296 | OtherCostOrOtherBasisAmt |
| Depreciation | $216,622 | DepreciationAmt |
| Book Value | $105,674 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $358,008 | OtherCostOrOtherBasisAmt |
| Depreciation | $310,187 | DepreciationAmt |
| Book Value | $47,821 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $32,250 | OtherCostOrOtherBasisAmt |
| Depreciation | $13,438 | DepreciationAmt |
| Book Value | $18,812 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,447,793 | TotalBookValueLandBuildingsAmt |
Closely Held Equity Interests CloselyHeldEquityInterestsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $1,531,219,824 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $1,531,219,824 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO SUBSIDIARIES AND AFFILIATES | $2,038,592,283 |
| OTHER | $18,727 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,038,611,010 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | FROM INOVA HEALTH SYSTEM CONSOLIDATED FINANCIAL STATEMENTS THAT INCLUDE INOVA HEALTH SYSTEM FOUNDATION: THE FOUNDATION, IHCS, AND LHC, ARE NOT-FOR-PROFIT CORPORATIONS AND HAVE BEEN DETERMINED TO BE EXEMPT FROM FEDERAL INCOME TAX UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. IHI AND ITS SUBSIDIARIES ARE TAXABLE ORGANIZATIONS. DEFERRED INCOME TAXES ARE PROVIDED FOR ALL SIGNIFICANT TIMING DIFFERENCES BETWEEN REVENUES AND EXPENSES REPORTED FOR FINANCIAL STATEMENT AND FOR TAX PURPOSES. MANAGEMENT ANNUALLY REVIEWS ITS TAX POSITIONS AND HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION IN THE CONSOLIDATED FINANCIAL STATEMENTS. | ExplanationTxt |
Schedule 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 | INVESTMENT | $691,213,000 |
| EUROPE | 0 | 0 | INVESTMENT | $24,128,000 |
| 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 | $715,341,000 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $715,341,000 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | 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, COLUMN F | FormAndLineReferenceDesc |
| Explanation | ACCRUAL METHOD OF ACCOUNTING | ExplanationTxt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| EXPERT EVENTS LLC | ||||||||
| 123 SOUTH BROAD ST SUITE 2035 | PHILADELPHIA | PA | 19109 | SPECIAL EVENT | 0 | $1,018,669 | $63,750 | $954,919 |
| KATHY NEWMAN | ||||||||
| 6100 SADDLE HORN DRIVE | FAIRFAX | VA | 22030 | SPECIAL EVENT | 0 | $682,625 | $35,000 | $647,625 |
| ELISABETH HERZFELD | ||||||||
| 200 GARDEN VIEW WAY APT 303 | ROCKVILLE | MD | 20850 | SPECIAL EVENT | 0 | $672,475 | $8,000 | $664,475 |
| MLJ EVENT MANAGEMENT LLC | ||||||||
| 355 CRESENDO WAY | SILVER SPRING | MD | 20901 | SPECIAL EVENT | 0 | $267,208 | $20,500 | $246,708 |
| PATRICIA WATSON | ||||||||
| 19238 MILL SITE PLACE | MCLEAN | VA | 20901 | SPECIAL EVENT | 0 | $148,585 | $20,000 | $128,585 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $2,789,562 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $147,250 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $2,642,312 | TotalNetToOrganizationAmt |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | DC | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | 2014 GALA | Event1Nm |
| Gross Receipts Event1 | $1,018,669 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $743,478 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $275,191 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $90 | CashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $198,931 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $3,300 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $222,300 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $319,469 | OtherDirectExpensesEvent1Amt |
| Event2 | HISAOKA GALA | Event2Nm |
| Gross Receipts Event2 | $754,302 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $754,302 | GrossRevenueEvent2Amt |
| Other Events Total | 6 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $1,098,417 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $980,171 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $118,246 | GrossRevenueOtherEventsAmt |
| Cash Prizes Other Events | $3,721 | CashPrizesOtherEventsAmt |
| Non Cash Prizes Other Events | $163 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $185,639 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $136,687 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $33,100 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $179,123 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $2,871,388 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $1,723,649 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $1,147,739 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $3,811 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $163 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $384,570 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $139,987 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $255,400 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $498,592 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $1,282,523 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$134,784 | NetIncomeSummaryAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE G, PART I, LINE 2B | FormAndLineReferenceDesc |
| Explanation | EXPERT EVENTS, LLC 123 SOUTH BROAD ST. SUITE 2035 PHILADELPHIA, PA 19109 KATHY NEWMAN 66100 SADDLE HORN DRIVE FAIRFAX, VA 22030 ELISABETH HERZFELD 200 GARDEN VIEW WAY, APT 303 ROCKVILLE, MD 20850 MLJ EVENT MANAGEMENT, LLC 355 CRESENDO WAY SLIVER SPRING, MD 20901 PATRICIA WATSON 19238 MILL SITE PLACE LEESBURG, VA 20176 | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| INOVA HEALTH CARE SERVICES | |||||||
| 8110 GATEHOUSE ROAD SUITE 400W | FALLS CHURCH | VA | 22042 | 540620889 | 501(C)(3) | $11,508,284 | MULTIPLE GRANTS MADE TO FURTHER THE MISSION OF INOVA HEALTH CARE SERVICES OF PROVIDING QUALITY HEALTHCARE TO THE COMMUNITY. |
| INOVA VNA HOME CARE INC | |||||||
| 8110 GATEHOUSE ROAD SUITE 400W | FALLS CHURCH | VA | 22042 | 541277164 | 501(C)(3) | $502,030 | MULTIPLE GRANTS MADE TO FURTHER THE MISSION OF INOVA VNA HOME CARE OF PROVIDING QUALITY HEALTHCARE TO THE COMMUNITY. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, QUESTION 2 | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION DONATES FUNDS TO ITS 501(C )(3) PARENT ORGANIZATION, INOVA HEALTH SYSTEM, IN FURTHERANCE OF THE MISSION TO IMPROVE THE HEALTH OF THE DIVERSE COMMUNITY WE SERVE THROUGH EXCELLENCE IN PATIENT CARE, EDUCATION AND RESEARCH. EXPENDITURE OF SUCH FUNDS IS OVERSEEN BY THE FOUNDATION'S LEADERSHIP AND BOARD. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| 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 | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (17 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| J KNOX SINGLETON | ||||||||||||||
| CEO | $0 | $1,200,836 | $0 | $3,731,324 | $0 | $317,092 | $0 | $732,655 | $0 | $18,889 | $0 | $6,000,796 | $0 | $3,450,316 |
| RICHARD MAGENHEIMER | ||||||||||||||
| ASST TREASURER/CFO | $0 | $667,029 | $0 | $107,932 | $0 | $138,546 | $0 | $746,708 | $0 | $17,548 | $0 | $1,677,763 | $0 | $0 |
| JOHN GAUL | ||||||||||||||
| ASST SECRETARY/SVP GENERAL | $0 | $424,311 | $0 | $37,796 | $0 | $21,776 | $0 | $145,985 | $0 | $21,477 | $0 | $651,345 | $0 | $0 |
| MARK STAUDER | ||||||||||||||
| PRESIDENT | $0 | $962,861 | $0 | $658,127 | $0 | $49,601 | $0 | $704,925 | $0 | $21,350 | $0 | $2,396,864 | $0 | $0 |
| MARSHALL RUFFIN | ||||||||||||||
| EVP CTO | $0 | $600,883 | $0 | $73,280 | $0 | $174,379 | $0 | $106,845 | $0 | $16,546 | $0 | $971,933 | $0 | $88,408 |
| SALLY PAULL | ||||||||||||||
| EVP CHIEF HR OFFICER | $0 | $106,006 | $0 | $75,000 | $0 | $46,173 | $0 | $10,154 | $0 | $13,843 | $0 | $251,176 | $0 | $0 |
| LORING FLINT | ||||||||||||||
| EVP CHIEF MEDICAL OFFICER | $0 | $588,245 | $0 | $89,864 | $0 | $37,813 | $0 | $168,985 | $0 | $26,593 | $0 | $911,500 | $0 | $0 |
| RUSSELL MOHAWK | ||||||||||||||
| SVO CFO HEALTH PLAN POP HEALTH | $0 | $419,898 | $0 | $0 | $0 | $37,948 | $0 | $45,481 | $0 | $33,901 | $0 | $537,228 | $0 | $0 |
| ANTHONY BURCHARD | ||||||||||||||
| PRESIDENT IHS FOUNDATION | $259,279 | $0 | $27,194 | $0 | $55,669 | $0 | $46,950 | $0 | $23,772 | $0 | $412,864 | $0 | $20,349 | $0 |
| LINDA ROBERTSON | ||||||||||||||
| SR DIRECTOR DEVELOPEMENT | $132,653 | $0 | $6,626 | $0 | $673 | $0 | $29,476 | $0 | $9,598 | $0 | $179,026 | $0 | $0 | $0 |
| LAURA MOSES | ||||||||||||||
| SR DIRECTOR DEVELOPEMENT | $125,395 | $0 | $6,971 | $0 | $218 | $0 | $6,746 | $0 | $20,001 | $0 | $159,331 | $0 | $0 | $0 |
| JULIA BILICKI | ||||||||||||||
| SR DIRECTOR DEVELOPEMENT | $153,719 | $0 | $7,939 | $0 | $557 | $0 | $31,065 | $0 | $5,706 | $0 | $198,986 | $0 | $0 | $0 |
| MARY MOONEY | ||||||||||||||
| EXEC DIRECTOR DEVELOPEMENT | $125,438 | $0 | $6,112 | $0 | $4,977 | $0 | $30,726 | $0 | $19,264 | $0 | $186,517 | $0 | $0 | $0 |
| ANNE RIEGER | ||||||||||||||
| AVP COMMUNITY SAFETY NET | $175,070 | $0 | $14,484 | $0 | $30,816 | $0 | $51,484 | $0 | $11,087 | $0 | $282,941 | $0 | $9,995 | $0 |
| PATRICK WALTERS | ||||||||||||||
| FORMER TRUSTEE | $0 | $413,414 | $0 | $16,420 | $0 | $101,492 | $0 | $56,100 | $0 | $15,188 | $0 | $602,614 | $0 | $0 |
| JAMES KIM | ||||||||||||||
| FORMER ASST SECRETARY | $0 | $208,360 | $0 | $13,639 | $0 | $55,218 | $0 | $39,487 | $0 | $21,580 | $0 | $338,284 | $0 | $34,277 |
| JOHN NIEDERHUBER | ||||||||||||||
| CEO ITMI & EVP IHS | $0 | $983,374 | $0 | $665,903 | $0 | $41,552 | $0 | $38,600 | $0 | $12,526 | $0 | $1,741,955 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 4B | FormAndLineReferenceDesc |
| Explanation | SERP PLAN PAYMENTS: J. KNOX SINGLETON - $237,137 RICHARD MAGENHEIMER - $98,945 ANTHONY BURCHARD - $36,154 JAMES KIM - $45,021 PATRICK WALTERS - $61,891 ANNE RIEGER - $19,820 MARSHALL RUFFIN $136,566 THE SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP PLAN) IS A NONQUALIFIED RETIREMENT PLAN. EMPLOYEES ELIGIBLE TO PARTICIPATE ARE EXECUTIVE DIRECTORS, ASSISTANT VICE PRESIDENTS, VICE PRESIDENTS, SENIOR VICE PRESIDENTS, EXECUTIVE VICE PRESIDENTS, CFO, COO, AND CEO. EACH YEAR, A CERTAIN PERCENTAGE OF EACH PARTICIPANT'S BASE SALARY IS CONTRIBUTED TO THE SERP PLAN. THIS AMOUNT RANGES FROM 5% TO 20%, DEPENDING ON POSITION. AFTER THREE YEARS OF CONTINUOUS PARTICIPATION, PARTICIPANTS VEST IN 50% OF THEIR BALANCE AT THAT TIME AND ARE PAID OUT THE VESTED BALANCE AS A TAXABLE EVENT. AFTER A TOTAL OF SIX YEARS PARTICIPATION AND AFTER ATTAINING AGE 45, PARTICIPANTS ARE 100% VESTED AND ARE PAID OUT THEIR REMAINING BALANCE AS A TAXABLE EVENT. VESTING THEN REVERTS TO A THREE-YEAR ROLLING SCHEDULE UNTIL YEAR 12. THEREAFTER, THE ANNUAL CONTRIBUTION IS PAID OUT TO THE PARTICIPANT EACH YEAR AS A TAXABLE EVENT. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| COMPASS GROUP | |||
| MAJOR DONOR | $60,000 | PAYMENT FOR PROFESSIONAL SERVICES. SERVICES PROVIDED AT ARM'S LENGTH AND CUSTOMARY RATES. | 0 |
| EPIC | |||
| MAJOR DONOR | $21,455 | PAYMENT FOR PROFESSIONAL SERVICES. SERVICES PROVIDED AT ARM'S LENGTH AND CUSTOMARY RATES. | 0 |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $7,920 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | RESALE VALUE | MethodOfDeterminingRevenuesTxt |
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $147,538 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | RESALE VALUE | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 59 | ContributionCnt |
| Noncash Contributions Rpt F990 | $720,952 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MARKET QUOTE | MethodOfDeterminingRevenuesTxt |
Collectibles CollectiblesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 18 | ContributionCnt |
| Noncash Contributions Rpt F990 | $5,642 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 19 | ContributionCnt |
| Noncash Contributions Rpt F990 | $7,337 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | GIFT CERTIFICATES | 360 | $90,386 | MARKET VALUE |
| Yes (X) | VACATION PACKAGE | 47 | $46,419 | MARKET VALUE |
| Yes (X) | EVENT TICKETS | 28 | $33,055 | MARKET VALUE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, QUESTION 1A AND 2A - NUMBER OF 1099S AND EMPLOYEES | THE ORGANIZATION FILES ITS FORM 1099S UNDER THE PARENT ENTITY AND DOES NOT REPORT ANY AMOUNTS UNDER ITS OWN EIN. THE ORGANIZATION FALLS UNDER A MASTER PAY AGENT AND DOES NOT FILE ANY PAYROLL RETURNS UNDER ITS OWN EIN, HOWEVER ALL REQUIRED RETURNS HAVE BEEN FILED ON TIME. |
| FORM 990, PART VI, SECTION A, LINE 2 | NICK CAROSI, KNOX SINGLETON, MARK STAUDER, RICHARD MAGENHEIMER, PAT WALTERS AND STEPHEN CUMBIE - BUSINESS RELATIONSHIP |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS PREPARED AND PROVIDED TO THE CHIEF ACCOUNTING OFFICER AND EXTERNAL TAX CONSULTANTS FOR INITIAL REVIEW. AFTER THE REVIEW IT IS GIVEN TO THE CFO OF INOVA HEALTH SYSTEM FOR HIS REVIEW AND COMMENT. THE FORM 990 IS PRESENTED TO THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES FOR THEIR REVIEW. UPON COMPLETION OF THE EXECUTIVE COMMITTEE REVIEW, IT IS PROVIDED TO THE FULL BOARD OF TRUSTEES. IN THIS PROCESS, THE FORM 990 HAS BEEN PROVIDED TO THE GOVERNING BOARD APPROXIMATELY TWO WEEKS PRIOR TO THE FILING OF THE RETURN. |
| FORM 990, PART VI, SECTION B, LINE 12C | YES, ANNUALLY THE ORGANIZATION DISTRIBUTES THE CONFLICT OF INTEREST POLICY TO ALL DIRECTORS, OFFICERS, TRUSTEES, AND KEY EMPLOYEES. THE ORGANIZATION REQUIRES THAT EACH DIRECTOR, OFFICER, TRUSTEE, AND KEY EMPLOYEE ACKNOWLEDGE THAT THEY HAVE READ, UNDERSTOOD, AND WILL ABIDE BY THE POLICY. EACH DIRECTOR, OFFICER, TRUSTEE, AND KEY EMPLOYEE IS REQUIRED TO COMPLETE AND SUBMIT AN ANNUAL CONFLICT OF INTEREST DISCLOSURE. THESE DISCLOSURES ARE BROAD AND REQUIRE THAT THE INDIVIDUAL LIST ANY BUSINESS RELATIONSHIPS OR PERSONAL RELATIONSHIPS WITH OTHER DIRECTORS, OFFICERS, TRUSTEES, AND KEY EMPLOYEES, AS WELL AS ANY RELATIONSHIPS WITH COMPETITORS, OR CURRENT OR POTENTIAL VENDORS OR CONTRACTORS. DISCLOSURE STATEMENTS ARE REVIEWED BY SENIOR MANAGEMENT AND ANY POTENTIAL CONFLICTS ARE DISCUSSED WITH GOVERNING BODY CHAIRMAN TO ENSURE THAT ANY MEMBER WHO MAY HAVE A CONFLICT DISCLOSES THEIR POTENTIAL CONFLICT, AND IS DISMISSED FROM RELATED DISCUSSIONS AND RECUSED FROM PARTICIPATION IN APPLICABLE DECISIONS. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE COMPENSATION OF ALL SENIOR MANAGEMENT POSITIONS IS EVALUATED ANNUALLY IN LIGHT OF EACH MANAGER'S JOB CONTENT, SCOPE AND COMPLEXITY. COMPENSATION LEVELS FOR VICE PRESIDENTS AND ABOVE ARE REVIEWED BY AN INDEPENDENT EXTERNAL CONSULTANT TO ENSURE THAT REMUNERATION IS CONSISTENT WITH THE ORGANIZATION'S COMPENSATION PHILOSOPHY AND OBJECTIVES AND COMPETITIVE WITH OTHER LARGE COMPLEX HEALTH SYSTEMS. THE INDEPENDENT COMPENSATION CONSULTANT MAINTAINS NATIONAL BENCHMARK COMPENSATION DATABASES AND SURVEYS AND ALSO REVIEWS FORMS 990 OF COMPARABLE HEALTHCARE SYSTEMS TO DETERMINE MARKET LEVELS OF COMPENSATION. IN ADDITION, THE INOVA HEALTH SYSTEM'S CEO'S COMPENSATION IS REVIEWED AND APPROVED ANNUALLY BY AN INDEPENDENT GOVERNING BOARD. THE JOB REQUIREMENTS AND COMPLEXITY OF ALL OTHER MANAGEMENT POSITIONS ARE EVALUATED ANNUALLY USING NATIONALLY RECOGNIZED THIRD PARTY SALARY SURVEYS TO ASSURE THAT THE COMPENSATION FOR SUCH POSITIONS IS CONSISTENT WITH EXTERNAL MARKET COMPENSATION COMPARISONS. SALARY RANGES ARE DEVELOPED FOR EACH MANAGEMENT POSITION CLASSIFICATION TO ENSURE THAT THE COMPENSATION LEVELS FOR THESE POSITIONS ARE CONSISTENT WITH THE ORGANIZATION'S COMPENSATION PHILOSOPHY AND OBJECTIVES AND WITH COMPETITIVE MARKET COMPARISONS. |
| FORM 990, PART VI, SECTION C, LINE 18 | THE FORM 1023 AND FORM 990 ARE AVAILABLE AT THE ADDRESS LISTED ON PAGE 1 OF THE FORM 990 UPON REQUEST DURING REGULAR BUSINESS HOURS. |
| FORM 990, PART VI, SECTION C, LINE 19 | INOVA HEALTH SYSTEM MAKES CERTAIN INFORMATION PUBLICLY AVAILABLE. INOVA'S CONSOLIDATED FINANCIAL STATEMENTS ARE POSTED ON THE ELECTRONIC MUNICIPAL MARKET ACCESS'S (EMMA) WEBSITE ON A QUARTERLY BASIS. INOVA'S FORM 990S ARE DISCLOSED ON THE GUIDESTAR WEBSITE. INOVA'S GOVERNING DOCUMENTS ARE NOT CURRENTLY PUBLICLY AVAILABLE. WHILE THE CONFLICT OF INTEREST POLICY IS NOT SPECIFICALLY PUBLICLY DISCLOSED, INOVA'S CODE OF CONDUCT IS ON THE PUBLIC WEBSITE. SECTION III OF THE CODE OF CONDUCT DESCRIBES WHAT CAN CONSTITUTE A CONFLICT AND REQUIRES THAT POTENTIAL CONFLICTS BE REPORTED TO MANAGEMENT OR THE CHIEF COMPLIANCE OFFICER. THE CODE ALSO REFERS TO THE CONFLICT OF INTEREST POLICY WHICH IS AVAILABLE TO STAFF AND PHYSICIANS ON INOVA'S INTRANET WEBSITE. |
| PART VIII, LINE 11B | THE INNOVATION HEALTH HOLDINGS, LLC FORM K-1 DOES NOT INCLUDE THE EARNINGS FROM TWO 100% OWNED CORPORATE ENTITIES: INNOVATION HEALTH INSURANCE COMPANY INNOVATION HEALTH PLAN, INC. THE NET LOSS RELATED TO THESE TWO ENTITIES HAS BEEN RECORDED ON THIS LINE AND AS A FUND BALANCE ADJUSTMENT. |
| FORM 990, PART XI, LINE 9: | EQUITY EARNINGS IN SUBS -2,448,945. TRANSFERS -2,329,579. INNOVATION PARTNERSHIP NET LOSS 316,388. INNOVATION HEALTH NET LOSS 31,617. |
| PART XII, LINE 2B AND 2C - AUDITED FINANCIAL STATEMENTS | THE COMPANY IS PART OF THE INOVA HEALTH SYSTEM, A NOT-FOR-PROFIT INTEGRATED HEALTH CARE DELIVERY SYSTEM SERVING NORTHERN VIRGINIA AND SURROUNDING AREAS. THE COMPANY'S FINANCIAL STATEMENTS ARE CONSOLIDATED IN THE INOVA HEALTH SYSTEM CONSOLIDATED FINANCIAL STATEMENTS. INOVA HEALTH SYSTEM IS AUDITED ON AN ANNUAL BASIS BY A LARGE "BIG FOUR" INDEPENDENT PUBLIC ACCOUNTING FIRM. IN ADDITION, THEY ARE RESPONSIBLE FOR THE ISSUANCE OF A MANAGEMENT LETTER ENCOMPASSING EACH MEMBER OF THE CONSOLIDATED GROUP. THE FINANCE AND AUDIT COMMITTEE OF THE BOARD OF TRUSTEES OF INOVA HEALTH SYSTEM IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT, INCLUDING THE HIRING OF THE AUDIT FIRM, REVIEW AND APPROVAL OF AUDITED FINANCIAL STATEMENTS AND COMMUNICATION WITH THE EXTERNAL AUDITORS AT LEAST TWICE A YEAR WITHOUT THE PRESENCE OF INTERNAL MANAGEMENT. |
| PART XII, LINE 3A - A-133 AUDIT | THE COMPANY IS A SUBSIDIARY OF THE INOVA HEALTH SYSTEM (IHS), A NOT-FOR-PROFIT INTEGRATED HEALTH CARE DELIVERY SYSTEM SERVING NORTHERN VIRGINIA AND SURROUNDING AREAS. IHS RECEIVES VARIOUS FEDERAL GRANTS. THESE GRANTS AND AWARDS ARE AUDITED AS PART OF THE CONSOLIDATED INOVA HEALTH SYSTEM A-133 COMPLIANCE AUDIT. THE INOVA HEALTH SYSTEM'S FEDERAL GRANTS ARE AUDITED ON AN ANNUAL BASIS BY A LARGE "BIG FOUR" INDEPENDENT PUBLIC ACCOUNTING FIRM AND A "REPORT ON COMPLIANCE WITH REQUIREMENTS APPLICABLE TO EACH MAJOR PROGRAM AND ON INTERNAL CONTROLS OVER COMPLIANCE IN ACCORDANCE WITH OMB CIRCULAR A-133" IS ISSUED ON A CONSOLIDATED BASIS. THE FINANCE AND AUDIT COMMITTEE OF THE BOARD OF TRUSTEES OF INOVA HEALTH SYSTEM IS RESPONSIBLE FOR THE OVERSIGHT OF THE A-133 AUDIT, INCLUDING THE HIRING OF THE AUDIT FIRM, REVIEW AND APPROVAL OF AUDITED FINANCIAL STATEMENTS AND COMMUNICATIONS WITH THE EXTERNAL AUDITORS AT LEAST TWICE A YEAR WITHOUT THE PRESENCE OF INTERNAL MANAGEMENT. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SIGNATURE PARTNERS IN HEALTH LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8110 GATEHOUSE ROAD SUITE 400W | AddressLine1Txt |
| City | FALLS CHURCH | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 461392631 | EIN |
| Primary Activities | HEALTH INSURANCE | PrimaryActivitiesTxt |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Total Income | $1,718,461 | TotalIncomeAmt |
| End Of Year Assets | $16,922 | EndOfYearAssetsAmt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| INOVA VNA HOME CARE | ||||||||||
| 8110 GATEHOUSE ROAD SUITE 400W | FALLS CHURCH | VA | 22042 | 541277164 | HOME HEALTH CARE | VA | 501(C)(3) | 9 | N/A | 0 |
| INOVA HEALTH CARE SERVICES | ||||||||||
| 8110 GATEHOUSE ROAD SUITE 400W | FALLS CHURCH | VA | 22042 | 540620889 | HOSPTIAL SYSTEM | VA | 501(C)(3) | 3 | N/A | 0 |
| PEDIATRIC SPECIALISTS OF VIRGINIA LLC | ||||||||||
| 3023 HAMAKER COURT | FAIRFAX | VA | 22031 | 461851763 | MEDICAL SERVICES FOR CHILDREN | VA | 501(C)(3) | 9 | N/A | 0 |
| IMANCO INC | ||||||||||
| 8110 GATEHOUSE ROAD SUITE 400W | FALLS CHURCH | VA | 22042 | 541340725 | PAYROLL CORPORATION | VA | 501(C)(3) | 11, I | N/A | 0 |
| INTOTAL HEALTH LLC | ||||||||||
| 8110 GATEHOUSE ROAD SUITE 400W | FALLS CHURCH | VA | 22042 | 201581237 | HMO | VA | 501(C)(3) | 9 | N/A | 0 |
| ALEXANDRIA HOSPITAL FOUNDATION | ||||||||||
| 8110 GATEHOUSE ROAD SUITE 400W | FALLS CHURCH | VA | 22042 | 510241913 | FUNDRAISING | VA | 501(C)(3) | 11, I | N/A | 0 |
| LOUDOUN HOSPITAL CENTER | ||||||||||
| 8110 GATEHOUSE ROAD SUITE 400W | FALLS CHURCH | VA | 22042 | 540525802 | HOSPITAL | VA | 501(C)(3) | 3 | N/A | 0 |
| LOUDOUN NURSING AND REHABILITATION CENTER | ||||||||||
| 8110 GATEHOUSE ROAD SUITE 400W | FALLS CHURCH | VA | 22042 | 541361310 | REHABILITATION SERVICES | VA | 501(C)(3) | 9 | N/A | 0 |
| LOUDOUN HEALTH SERVICES | ||||||||||
| 8110 GATEHOUSE ROAD SUITE 400W | FALLS CHURCH | VA | 22042 | 541555489 | SURGERY CENTER | VA | 501(C)(3) | 9 | N/A | 0 |
| LOUDOUN HEALTH CARE FOUNDATION | ||||||||||
| 8110 GATEHOUSE ROAD SUITE 400W | FALLS CHURCH | VA | 22042 | 542011240 | FUNDRAISING | VA | 501(C)(3) | 11, I | N/A | 0 |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INNOVATION HEALTH HOLDINGS LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 151 FARMINGTON AVENUE RT21 | AddressLine1Txt |
| City | HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06156 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 455527797 | EIN |
| Primary Activities | HEALTH INSURANCE | PrimaryActivitiesTxt |
| Legal Domicile State | CT | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Predominant Income Type | RELATED | PredominantIncomeTypeTxt |
| Share Of Total Income | -$316,388 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $28,159,503 | ShareOfEOYAssetsAmt |
| Disproportionate Allocations | 0 | DisproportionateAllocationsInd |
| General Or Managing Partner | Yes (1) | GeneralOrManagingPartnerInd |
| Ownership | 0.50000 | OwnershipPct |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INOVA HOLDINGS INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8110 GATEHOUSE ROAD SUITE 400W | AddressLine1Txt |
| City | FALLS CHURCH | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 510332880 | EIN |
| Primary Activities | MEDICAL EQUIPMENT | PrimaryActivitiesTxt |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Entity Type | C | EntityTypeTxt |
| Share Of Total Income | $33,959,166 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $31,115,289 | ShareOfEOYAssetsAmt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (14 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| INOVA HEALTH CARE SERVICES | ||
| L | $11,508,284 | GENERAL LEDGER |
| INOVA VNA HOME CARE | ||
| L | $502,030 | GENERAL LEDGER |
| INOVA HEALTH CARE SERVICES | ||
| S | $20,199,504 | INTERCOMPANY BALANCE |
| ALEXANDRIA HOSPITAL FOUNDATION | ||
| R | $1,601,495 | INTERCOMPANY BALANCE |
| LOUDOUN HOSPITAL CENTER | ||
| S | $72,290,818 | INTERCOMPANY BALANCE |
| LOUDOUN NURSING AND REHABILITATION CENTER | ||
| S | $1,394,391 | INTERCOMPANY BALANCE |
| LOUDOUN HEALTH SERVICES | ||
| S | $268,120 | INTERCOMPANY BALANCE |
| LOUDOUN HOSPITAL FOUNDATION | ||
| R | $2,388,821 | INTERCOMPANY BALANCE |
| INTOTAL HEALTH LLC | ||
| S | $614,311 | INTERCOMPANY BALANCE |
| INOVA VNA HOME CARE | ||
| S | $895,477 | INTERCOMPANY BALANCE |
| IMANCO INC | ||
| S | $35,334 | INTERCOMPANY BALANCE |
| INOVA HEALTH CARE SERVICES | ||
| B | $7,483,298 | GENERAL LEDGER |
| INOVA VNA HOME CARE INC | ||
| B | $233,771 | GENERAL LEDGER |
| PEDIATRIC SPECIALISTS OF VIRGINIA LLC | ||
| R | $695 | INTERCOMPANY BALANCE |