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INOVA HEALTH CARE SERVICES: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
INOVA HEALTH CARE SERVICES (EIN 54-0620889)
Tax period
2011-01-01 to 2011-12-31
Filed
2012-11-12
IRS object ID
201203179349301485
Schema version
2011v1.2
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2012-11-12T10:10:58-06:00Timestamp
Tax Period End Date2011-12-31TaxPeriodEndDate
Return Type990ReturnType
Tax Period Begin Date2011-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN540620889EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1INOVA HEALTH CARE SERVICESBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlINOVNameControl
Phone7032892433Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line18110 GATEHOUSE ROAD SUITE 400WAddressLine1
CityFALLS CHURCHCity
StateVAState
ZIP Code22042ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameRICHARD MAGENHEIMERName
TitleCFOTitle
Phone7032892433Phone
Date Signed2012-11-12DateSigned
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonJ Knox SingletonNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line18110 GATEHOUSE ROAD SUITE 400WAddressLine1
CityFALLS CHURCHCity
StateVAState
ZIP Code22042ZIPCode
FieldValueIRS element (for citing)
Gross Receipts1664499167GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteINOVA.ORGWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1956YearFormation
State Legal DomicileVAStateLegalDomicile
Activity Or Mission DescriptionInova Health Care Services (IHCS)mission is to maintain and operate hospitals and perform other activities dedicated to providing quality care and improving the health of the diverse communities it serves. To achieve this goal, Inova works in partnership with other organizations, spearheading numerous community health improvement projects.ActivityOrMissionDescription
Nbr Voting Members Governing Body29NbrVotingMembersGoverningBody
Nbr Independent Voting Members21NbrIndependentVotingMembers
Total Nbr Employees12703TotalNbrEmployees
Total Nbr Volunteers2130TotalNbrVolunteers
Total Gross UBI7831796TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year12713325ContributionsGrantsPriorYear
Contributions Grants Current Year12131593ContributionsGrantsCurrentYear
Program Service Revenue Prior Year1567871629ProgramServiceRevenuePriorYear
Program Service Revenue CY1585686271ProgramServiceRevenueCY
Investment Income Prior Year-10518052InvestmentIncomePriorYear
Investment Income Current Year-23254457InvestmentIncomeCurrentYear
Other Revenue Prior Year46234214OtherRevenuePriorYear
Other Revenue Current Year53552119OtherRevenueCurrentYear
Total Revenue Prior Year1616301116TotalRevenuePriorYear
Total Revenue Current Year1628115526TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year0GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY0GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year798033934SalariesEtcPriorYear
Salaries Etc Current Year802565026SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year681198101OtherExpensePriorYear
Other Expenses Current Year689963008OtherExpensesCurrentYear
Total Expenses Prior Year1479232035TotalExpensesPriorYear
Total Expenses Current Year1492528034TotalExpensesCurrentYear
Revenues Less Expenses Prior Year137069081RevenuesLessExpensesPriorYear
Revenues Less Expenses CY135587492RevenuesLessExpensesCY
Total Assets BOY2583973333TotalAssetsBOY
Total Assets EOY2718727479TotalAssetsEOY
Total Liabilities BOY1456032393TotalLiabilitiesBOY
Total Liabilities EOY1483056443TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY1127940940NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY1235671036NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIIXInfoInScheduleOPartIII
Mission DescriptionIHCS was specifically chartered for the purpose of serving the health care needs of the community by establishing, maintaining, and operating hospital facilities, programs and other shared service arrangements, carrying on health-related education activities, promoting and carrying on health-related scientific research; and engaging in activities designed and carried on to promote the general health of the diverse community served. IHCS includes a centralized system office and various unincorporated and incorporated subsidiaries. The unincorporated subsidiaries of IHCS include Fairfax Hospital, Mount Vernon Hospital, Fair Oaks Hospital, Emergency Care Center of Reston, Emergency Care Center of Fairfax, and Springfield Healthplex. The Institute of Research and Education is operated as a program of IHCS.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense1224461638Expense
Grants8362166Grants
Revenue1623706637Revenue
DescriptionInova Health Care Services (IHCS) is part of the Inova Health System whose mission is to serve the needs of the community by establishing, maintaining, and operating hospital facilities, programs, and other shared service arrangements; carrying on health-related education activities; promoting and carrying on health-related scientific research; and engaging in activities designed and carried on to promote the general health of the community. IHCS includes a centralized System Office and the various unincorporated and incorporated subsidiaries which are described below.The unincorporated subsidiaries of IHCS include: Inova Fairfax Hospital, Inova Mount Vernon Hospital, Inova Fair Oaks Hospital, ACCESS of Reston, ACCESS of Fairfax, and the Inova Research Center. PROGRAM SERVICESAcute care services are provided on three campuses in Fairfax County, Virginia. Services provided include emergency and trauma facilities, inpatient and outpatient services, and a variety of ancillary and specialized services. During 2011 IHCS admissions and observations cases totaled 85,161, outpatient visits totaled 342,126, emergency visits totaled 251,393 and deliveries totaled 13,501 the acute care program services provided by these hospitals are described more fully below.Inova Fairfax Hospital (IFH) campus includes the Inova Heart and Vascular Institute, Inova Women's Hospital, and Inova Fairfax Hospital for Children. The hospital, located in Central Fairfax County is an 833-licensed bed tertiary care hospital providing comprehensive medical and surgical services which include emergency/trauma, cardiac, transplant, cancer, obstetric, pediatric, neonatal, stroke and extensive outpatient services. Inova Fairfax Hospital is the home of northern Virginia's only level one emergency and trauma center and the state-of-the-art Women's and Children's Center. In addition, Inova Fairfax Hospital is a teaching hospital providing clinical training through its medical residency, nursing, and paramedical education programs.Inova Mount Vernon Hospital (IMVH) is a 237-licensed bed acute-care hospital serving southeastern Fairfax County. Inova Mount Vernon provides a full-service, 24-hour emergency department; broad range of diagnostic, medical and surgical services; inpatient psychiatric services; the Dorothea R. Fischer Wound Healing Center and a specialized hyperbaric oxygen therapy program used to treat conditions requiring increased oxygen flow to body tissues (such as grafts and certain types of burns). The hospital operates the Inova Center for Rehabilitation, a nationally-known accredited program providing inpatient and outpatient rehabilitative services.Inova Fair Oaks Hospital (IFOH) is a 182-licensed bed general acute care hospital, which opened in 1987 to serve the growing communities in western Fairfax County, Virginia. Inova Fair Oaks provides a full-service 24-hour emergency department; a spectrum of diagnostic services and treatment including full-body CT scanning, open MRI and radiation cancer services; inpatient medical and surgical services; obstetrics and pediatric services; and comprehensive outpatient services including outpatient surgery, physical medicine, wound care and rehabilitation. Inova Fair Oaks Hospital is home to a designated Bariatric Surgery Center of Excellence. Specific acute care programs include:Cardiovascular Care: The Inova Heart and Vascular Institute is the region's first dedicated heart hospital. It houses 156 inpatient beds, six cardiovascular operating rooms, an 11-room cardiac catheterization and electrophysiology suite, chest pain unit, 64-slice CT scanner and other diagnostic testing, outpatient clinics, cardiac rehabilitation and educational facilities. Specialty programs include pediatric cardiac surgery, arterial fibrillation, valve disease and heart failure. In 2011, a total of 19,126 patients were served by the IHCS cardiovascular program. Women's Health: The Inova Women's Health program is the largest such program in the Mid-Atlantic region, providing services for over 13,500 births each year. Obstetric services provided include delivery services, high risk prenatal services, inpatient and outpatient obstetrics/gynecologic surgery, and regular and specialty nursery care. In addition, Fairfax provides obstetric services to low-income patients through the InovaCares Clinic for Women with 35,343 visits in 2011.Breast Care Institute: The Inova Breast Care Institute at Inova Fairfax Hospital and Inova Fair Oaks Hospital is the first in the DC region to earn a three-year accreditation in breast care from the National Accreditation Program for Breast Centers (NAPBC), part of the American College of Surgeons. In 2011, 1,440 patients were served by the Breast Care Institute.Pediatrics: The Inova Fairfax Hospital for Children (IFHC) is Northern Virginia's regional pediatric referral center with 112 licensed acute care beds and more than 25 sub-specialties including pediatric emergency and trauma care, critical care, infectious disease, pulmonary disease, cardiac surgery, hematology and oncology, neonatology, physical medicine & rehabilitation and speech & hearing therapy. The Fairfax facility includes Northern Virginia's only Level III (highest level) newborn intensive care unit, which is staffed around the clock by neonatology physicians and nurses specially trained in caring for premature and other newborns with medical complications. As of December 31, 2011, total NICU bassinets numbered 75. Inova Fairfax Hospital operates the only pediatric intensive care unit in northern Virginia, providing 24-hour coverage for children with life-threatening illnesses or injuries. Inova Fairfax also has 20 dedicated pediatric emergency room treatment bays, a dedicated hematology/oncology unit and two dedicated operating rooms for pediatric heart surgeries. Inova Fairfax Hospital for Children (IFHC) provides a primary care medical home for children of low income families that are uninsured or on Medicaid through the InovaCares Clinic for Children. The Emergency and Trauma Center at Inova Fairfax Hospital, Northern Virginia's only Level I trauma center, is a state-of-the-art facility. Emergency medical specialists with expertise in trauma care treat every type of illness, injury, or life-threatening trauma. The Inova Center for Rehabilitation, located on the Inova Mount Vernon campus is accredited by the Commission on Accreditation and Rehabilitation Facilities (CARF) and provides comprehensive inpatient and outpatient medical rehabilitation services to patients with severe head injuries, spinal cord injuries, strokes, multiple sclerosis, and other orthopedic and neurological disabilities. These services are staffed by an interdisciplinary team representing psychiatry, psychology, vocational counseling, physical therapy, occupational therapy, and nursing with treatment tailored to meet the specific needs of each patient. ACCESS of Fairfax, and ACCESS of Reston are 24-hour, free standing emergency centers located in Fairfax City, and Reston, Virginia, respectively. During 2011, ACCESS of Fairfax provided 16,856 emergency room visits and ACCESS of Reston reported 14,350 emergency room visits. IHCS has recently invested significant capital in all three hospital facilities. IHCS has an $875 million facility development program at the Inova Fairfax Hospital campus which was initiated in 2010 and will continue over the next three years. This program will expand existing services, renovate the existing patient tower and provide for a new and separate women's hospital facility. The Inova Mount Vernon Hospital will be investing in a $46 million expansion to create private rooms and upgrade facilities. Charity Care All Inova facilities, including the IHCS facilities provide charity 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. These policies include the following key provisions:1. Emergency care shall be provided to all persons regardless of their ability to pay.2. Non-emergency medically necessary care, except for certain specialty or referral programs, shall be provided by all hospitals and access facilities to medically indigent patients. "Medically necessary care" refers to inpatient and outpatient services defined as medically necessary by the federal Medicare program. "Medically indigent" is defined as those patients whose income falls at or below 200% of the Federal Poverty Guideline (FPG). In general, free medically necessary care is provided for patients with incomes falling below 200% of the FPG; and discounted care is provided for services rendered to patients with incomes falling between 200% and 300% of the FPG.Description

Activity2 Activity2

FieldValueIRS element (for citing)
DescriptionThe Inova Research Center (IRC), including research and academic activities, is centered on the Inova Fairfax Hospital campus. In 2005, the Inova campus of the Virginia Commonwealth University School of Medicine opened and a total of 48 third and fourth year medical students now spend their clerkship years at Inova Fairfax Hospital. Also located on the Inova campus is the VCU School of Pharmacy, helping 40 students to complete their education and clinical training in Northern Virginia. In 2008, the Claude Moore Health Education Center opened on the campus of Inova Fairfax Hospital. The building features 11,000 square feet of modern space dedicated to the educational needs of medical and nursing students as well as residents and fellows. This state-of-the-art center includes both medical and surgical simulation centers, enabling students to learn through hands-on experience. In 2008, a dedicated research floor opened to support the extensive activities of the Inova Research Center, where there are numerous active clinical trials, ongoing translational research and outcomes projects, many in partnership with universities and other research entities. Inova Translational Medicine InstituteIn 2010, the Inova Translational Medicine Institute (ITMI), a not-for-profit research institute was created for research activities related to the innovative field of personalized medicine. Personalized medicine is a medical model that emphasizes the customization of healthcare to individual patients. It involves the use of genetic information about an individual patient. In 2011, ITMI collaborated with physicians from Fairfax Neonatal Associates to investigate the genetic causes of pre-term delivery. Findings were used to build a reference database of genomic and clinical information which will empower clinical genomic discovery. In 2011, $8,423,540 was provided in operational and capital support for ITMI. Fairfax's medical education programs offer a variety of clinical training objectives for medical residents and students, nursing and pharmacy. Inova Fairfax's residency program has approximately 733 Residents/Fellows trained throughout the year, and 482 Medical Students. Residents and students are primarily from Inova Fairfax Hospital, Georgetown and George Washington Universities. As a teaching facility, Inova Fairfax Hospital incurs typical, additional expenses associated with teaching facilities including physician teaching costs and resident salaries, the cost of maintaining higher levels of technology required to support a teaching program and charges resulting from extra tests ordered for instructional purposes. The unreimbursed cost of these programs in 2011 was $19 million.Description

Activity Other ActivityOther

FieldValueIRS element (for citing)
DescriptionEach year, IHCS designates funds for the development and continuation of identified, accessible direct care programs and services benefiting those most in need in the community. Many of these programs and services are not billed to the patient or are provided at a fee structure below the actual cost of the service. In addition to providing the direct care subsidized service, Inova also provides disease-prevention programs, health and exercise classes, health education and health screenings and other programs within the community in support of the IHCS mission. In 2011, Inova provided nearly 200,000 people with health education, prevention and wellness programs, health fairs and screenings, and clinically related services resulting in over 466,000, visits for direct health care services at an unreimbursed cost of approximately $22 million. These services and programs are described below.InovaCares Clinic for Women and ChildrenThe InovaCares Clinic for Women was created in 1960 to serve the uninsured women of Fairfax County, offering a wide range of OB/GYN services for those in need. InovaCares Clinic for Women is a service offered to the community in collaboration with the Fairfax County Health Department, serving uninsured and low-income patients up to 300% of the Federal Poverty Guidelines (FPL). The Clinic for Women provides comprehensive outpatient obstetrical services, gynecological care, diabetes management, case management, non-stress testing, LEEP and colonoscopy procedures, cryosurgery, and nutritional counseling - all at little to no cost to the patient. In addition, the Clinic for Women runs a high risk obstetrics clinic and a gynecology clinic. In 2011, the InovaCares Clinic for women had 35,343 visits.The Clinic for Children was created in 1993 as a response to the inability of new uninsured or Medicaid mothers to secure an affordable medical home for their children. The mission of the Clinic for Children is to provide a full service medical home for pediatric patients between zero and 21 years of age. The Clinic for Children provides comprehensive pediatric services that includes well-child care, immunizations, episodic care (sick visit), and school/sports physicals, immunizations, and nutritional counseling. In 2011, the InovaCares Clinics for Children provided 28,559 visits.Inova Juniper Program, HIV Clinical and Education ServicesInova Juniper Program (IJP) provides outpatient primary medical care, mental health therapy, substance abuse treatment, pharmaceutical assistance, nutritional counseling and medical case management services to more than 1,400 persons living with HIV disease in the suburban Virginia region. To maximize accessibility for clients, services are provided at the main location in Springfield, as well as five satellite offices (Dumfries, Manassas, Mt. Vernon, Arlington, and Reston), hospitals, homes and other community locations throughout the region. Major accomplishments of IJP for 2011 include:Almost doubled its census in the past year and now serves over 1,400 patients providing 26,933 visitsMaintaining a 0% HIV transmission rate from pregnant mothers to their newborn babies.Conducted 126 education programs reaching 1,658 participants, and provided 103 clinical consultations.Life with CancerThe mission of Life with Cancer (LWC) is to enhance the quality of life of those individuals in our community affected by cancer. The program addresses the specific needs of those affected by cancer by providing individual and family counseling, support groups, educational seminars, workshops on cancer diagnosis and treatment, and a full array of complimentary therapies. Life with Cancer is generously supported by our community; therefore all services are available at no charge to residents of the Washington Metropolitan area.Adult Patient and Family Support Programs, Counseling and Wellness EducationIn 2011, our Nurse Educators facilitated one-on-one educational consultations for over 1,100 patients and family members. Our nurses also co-facilitated support groups with our oncology counselors, and taught numerous cancer education classes. Programs for Children and TeensLife with Cancer's programs for children and teens has services to over 1,000 children, teens and parents. The program for children and teens has 4 staff that provide services at 2 pediatric oncology clinics, on the pediatric floor of Inova Fairfax Hospital for Children and Inova Loudoun Hospital and at the Life with Cancer Family Center. Art therapy is provided to pediatric patients and their families in the outpatient oncology clinic as well as inpatient, and one on one at the family center and has provided 1,886 art therapy sessions. The counseling staff has provided 2,216 counseling sessions. This year, we have had 15 good grief dinners for teens that have had a cancer related loss. We provided 46 various support and education groups to children who have cancer, have a family member with cancer or have experienced a cancer related death helping them to learn they are not alone and safe ways to express their feelings. There were 9 monthly Parenting Alone Group supports for parents who have lost a spouse or partner to cancer and 9 monthly Parent Bereavement groups for parents who have lost a young child to cancer, both unique groups where parents meet others and get support and guidance from each other. We added several new programs supporting families who have lost a child to cancer in the form of a daylong family workshop and several day programs called "Siblings Share". Lions Eye ClinicAdministered by Inova Fairfax Hospital, the Ophthalmology Clinic provides optometry specialty services to the indigent including treatment of glaucoma, retina, and cataracts as well as children's specialty services. The physicians volunteer their services or are paid nominal fees by the State of Virginia or sponsoring community organization. In 2011, the clinic had 2,789 visits.The Center for Facial RehabilitationLocated at Inova Fairfax Hospital, the program is a multi-disciplinary team of plastic and oral surgeons, speech pathologists, and other physicians who treat children and adults with cleft lip and palate or other craniofacial anomalies. Most of the professionals volunteer their time and Inova Fairfax Hospital incurs unreimbursed costs for use of its facilities, parent information and support group which it sponsors. Inova Diabetes CenterThe Inova Diabetes Center provides outpatient diabetes self-management education to over 5,609 adults and children with diabetes each year in the Northern Virginia area. The Inova Diabetes Center has five locations in the Northern Virginia area including Inova Fairfax Hospital, Inova Mount Vernon Hospital and Inova Fair Oaks Hospital and is the recipient of the American Diabetes Association's Recognition for Diabetes Education Programs. In 2011, the Inova Diabetes Centers at Inova Fairfax, Inova Mount Vernon Hospital and Inova Fair Oaks Hospitals, provided a total of 4,347 patient visits.IHCS and its subsidiaries provide many other non-billed and below margin patient services. Case management services are provided to the indigent and assistance is provided with financial paperwork. Inova Mount Vernon participates in the Health Information and Claims Assistance Program by providing assistance with health insurance paperwork problems. In addition, home IV therapy services are provided for the indigent. Transportation is provided for indigent patients to and from IHCS facilities and programs. Inova Fairfax provides forensic and medical care to abused adults and children as well as blood alcohol testing for area police departments while coordinating the disposition of deaths with various community organizations. Other services include pastoral care, free living accommodations for out-of-town Inova Fairfax heart and lung transplant patients and their families, and emergency assistance to patients and their families needing medication or transportation. Community Health Education and Promotion As part of Inova's overall health promotion effort, IHCS and its subsidiaries are actively involved in sponsoring programs, activities, and services designed to improve community health and prevent the onset of disease.Description
FieldValueIRS element (for citing)
Total Program Service Expense1224461638TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required1ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities1LobbyingActivities
Subject To Proxy Tax0SubjectToProxyTax
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments0TermOrPermanentEndowments
Report Land Bldg Equip1ReportLandBldgEquip
Report Invest Oth Securities0ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets1ReportOtherAssets
Report Other Liabilities1ReportOtherLiabilities
Report Fin48 Footnote1ReportFin48Footnote
Independent Audit Financial Stmt0IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt1ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities0FundraisingActivities
Gaming0Gaming
Hospital1Hospital
Financial Stmt Attached1FinancialStmtAttached
Grants To Organizations0GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required1ScheduleJRequired
Tax Exempt Bonds1TaxExemptBonds
Invest Tax Exempt Bonds0InvestTaxExemptBonds
Escrow Account0EscrowAccount
On Behalf Of Issuer0OnBehalfOfIssuer
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization1BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member1BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp1OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions0DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity1RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Transaction Related Entity0TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With10961737NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup Witholding1ComplianceWithBackupWitholding
Number Of Employees12703NumberOfEmployees
Employment Tax Returns Filed1EmploymentTaxReturnsFiled
Unrelated Business Income1UnrelatedBusinessIncome
Form990-T Filed1Form990-TFiled
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members29NbrVotingGoverningBodyMembers
Number Independent Voting Members21NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders0MembersOrStockholders
Election Of Board Members0ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO1CompensationProcessCEO
Compensation Process Other1CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1Inova Health Care ServicesBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number7032892433TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line18110 Gatehouse Road Suite 400WAddressLine1
CityFalls ChurchCity
StateVAState
ZIP Code22042ZIPCode
FieldValueIRS element (for citing)
Info In Schedule O Part VIIXInfoInScheduleOPartVII

Form990 Part VII Section A Form990PartVIISectionA (58 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationKey EmployeeKeyEmployeeHighest Compensated EmployeeHighestCompensatedEmployeeFormerFormer
CHARLES H SMITH
CHAIRMAN3.00XX000
LORI MORRIS
VICE CHAIRMAN2.00XX000
CHARLES MANN
SECRETARY2.00XX000
MARY AGEE
TRUSTEE2.00X000
ROBERT AHMED MD
TRUSTEE2.00X000
MARTHA CALIHAN MD
TRUSTEE2.00X000
CHRISTOPHER CHIANTELLA MD
TRUSTEE2.00X000
MARGARET COLON
TRUSTEE2.00X000
PAULA DARLING
TRUSTEE2.00X000
MICHAEL FREY
TRUSTEE2.00X000
CHARLES BEARD
TRUSTEE2.00X000
JACK EBLER
TRUSTEE2.00X000
MARIA V HOPPER
TRUSTEE2.00X000
BETTY HUDSON
TRUSTEE2.00X000
GERALD HYLAND
TRUSTEE2.00X000
HOOKS JOHNSTON
TRUSTEE2.00X000
AL KHOURY MD
TRUSTEE2.00X000
JAMES MCNEIL
TRUSTEE2.00X000
DEAN MOREHOUSE
TRUSTEE2.00X000
CAROLYN MOSS
TRUSTEE2.00X000
PHIL NOLAN
TRUSTEE2.00X000
MARY SCHMIDT
TRUSTEE2.00X000
JON PETERSON
TRUSTEE2.00X000
ERIC REINES MD
TRUSTEE2.00X000
ARNOLD ROSENBLATT MD
TRUSTEE2.00X000
JILL STELFOX
TRUSTEE2.00X000
SHIRLEY TRAVIS PHD
TRUSTEE2.00X000
ROBERT TSIEN
TRUSTEE2.00X000
JKNOX SINGLETON
PRESIDENT20.00X021169941315479
RICHARD MAGENHEIMER
TREASURER24.00X0913538132921
JOHN GAUL
ASST SECRETARY24.00X5038530106101
GREGORY SHIELDS
ASST SECRETARY20.00X77076013899
MARK STAUDER
PRESIDENT, COO38.00X01300807314161
LEWIS PASTERNAK
CEO IFH40.00X0910105109306
JOHN NIEDERHUBER
CEO IITRPM & EVP IHS40.00X0117313452918
KYLANNE SILVERSTONE
EVP CEO INOVA MDG CARE SVCS40.00X0589641134455
WAYNE DIEWALD
EVP AMBULATORY SVCS & GROW40.00X051336348185
MARSHALL RUFFIN
EVP CTO40.00X051698670398
LORING FLINT
EVP CHIEF MEDICAL OFFICER40.00X065965286247
JOHN FITZGERALD
CEO IFOH40.005233370103619X
GEOFFREY BROWN
SVP CIO40.00575600048513X
PATRICK CHRISTIANSEN
SVP COO IFH40.004400450110794X
MARK RUNYON
SVP FINANCE40.00682685053626X
BARBARA DOYLE
CEO IMVH40.004656810114536X
MAUREEN SWICK
SVP CHIEF NURSING EXEC40.00380414086505X
ANGELA MANNINO
SVP HUMAN RESOURCES40.004391210109278X
JAMES ECKLUND
PHYSICIAN40.001117085070997X
JOSEPH WATSON
PHYSICIAN40.00687650053086X
ROBERT HYMES
PHYSICIAN40.00570964068980X
CARY SCHWARTZBACH
PHYSICIAN40.00570766029432X
ALIREZA MALEKZADEH
PHYSICIAN40.00567181056282X
JAMES KIM
FORMER AVP DEPUTY GENERAL COUNSEL40.00245276058608X
PAT WALTERS
FORMER SVP STRATEGIC PLANNING40.000100098968335X
RONALD EWALD
FORMER VP IHS AA FINANCE40.00384487067202X
PATRICIA BYRNES SCHMEHL
FORMER VP IFH WOMENS CENTER40.00252160084485X
JAMES PIPER
FORMER PHYSICIAN40.00372527072757X
JOHN HAMILTON
FORMER PHYSICIAN40.00478243067328X
JOHANN JONSSON
FORMER PHYSICIAN40.00488868049101X
FieldValueIRS element (for citing)
Total Reportable Comp From Org9823019TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs9695209TotalReportableCompFrmRltdOrgs
Total Other Compensation3757534TotalOtherCompensation
Number Individuals GT100 K1007NumberIndividualsGT100K
Formers Listed1FormersListed
Total Comp GT150 K1TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources

Contractor Compensation ContractorCompensation (5 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1CityAddressOfContractor/AddressUS/CityStateAddressOfContractor/AddressUS/StateZIP CodeAddressOfContractor/AddressUS/ZIPCodeDescription Of ServicesDescriptionOfServicesCompensationCompensation
CARDIAC VASCULAR & THORACIC
2921 TELESTAR CT SUITE 140FALLS CHURCHVA22042MEDICAL SERVICES5602695
GEORGE WASHINGTON UNIVERSITY
2121 I STREET NWWASHINGTONDC20052RESIDENCY PROGRAM5313434
FAIRFAX RADIOLOGICAL CONSULTANTS
2722 MERRILEE DRIVE SUITE 230FAIRFAXVA22031RADIOLOGY5309078
FAIRFAX ANETHESIOLOGY ASSOC
3100 SPRING FOREST ROAD 130RALEIGHNC27616MEDICAL SERVICES3013427
DELOITTE CONSULTING LLP
4022 SELLS DRIVEHERMITAGETN37076CONSULTING2913893
FieldValueIRS element (for citing)
Number Of Contractors GT100 K204NumberOfContractorsGT100K
Related Organizations3769427RelatedOrganizations
Government Grants8362166GovernmentGrants
Total Contributions12131593TotalContributions

Program Service Revenue ProgramServiceRevenue (5 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
Net Patient Service Re90009915748485251574848525
Inova Reston MRI LLC62140040861424086142
Franconia-Springfield62140022925662292566
Northern Virginia Surg62140018589201858920
Technical Dynamic, LLC81100016312251631225

Total Oth Program Service Revenue TotalOthProgramServiceRevenue

FieldValueIRS element (for citing)
Total Revenue Column968893TotalRevenueColumn
Related Or Exempt Function Income968893RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Program Service Revenue1585686271TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column2604261TotalRevenueColumn
Exclusion$2,604,261ExclusionAmount

Income From Invest Bond Proceeds IncomeFromInvestBondProceeds

FieldValueIRS element (for citing)
Total Revenue Column689257TotalRevenueColumn
Exclusion$689,257ExclusionAmount

Gross Rents GrossRents

FieldValueIRS element (for citing)
Real17535623Real

Less Rental Expenses LessRentalExpenses

FieldValueIRS element (for citing)
Real9835666Real

Rental Income Or Loss RentalIncomeOrLoss

FieldValueIRS element (for citing)
Real7699957Real

Net Rental Income Or Loss NetRentalIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column7699957TotalRevenueColumn
Exclusion$7,699,957ExclusionAmount

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities29816Securities
Other26518159Other

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities-29816Securities
Other-26518159Other

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column-26547975TotalRevenueColumn
Exclusion-$26,547,975ExclusionAmount

Other Revenue Misc OtherRevenueMisc (3 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncomeUnrelated Business RevenueUnrelatedBusinessRevenue
COMMUNITY BLOOD SERVIC90009993159879315987
FOOD SERVICES90009956731995673199
LAUNDRY SERVICES81230051618845161884

Miscellaneous Revenue MiscellaneousRevenue

FieldValueIRS element (for citing)
Total Revenue Column25701092TotalRevenueColumn
Related Or Exempt Function Income23031180RelatedOrExemptFunctionIncome
Unrelated Business Revenue2669912UnrelatedBusinessRevenue
FieldValueIRS element (for citing)
Total Other Revenue45852162TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column1628115526TotalRevenueColumn
Related Or Exempt Function Income1623706637RelatedOrExemptFunctionIncome
Unrelated Business Revenue7831796UnrelatedBusinessRevenue
Exclusion-$15,554,500ExclusionAmount

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total9823019Total
Program Services9823019ProgramServices

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total649944802Total
Program Services544935310ProgramServices
Management And General105009492ManagementAndGeneral

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total38749900Total
Program Services32663617ProgramServices
Management And General6086283ManagementAndGeneral

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total57990254Total
Program Services49575391ProgramServices
Management And General8414863ManagementAndGeneral

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total46057051Total
Program Services39299597ProgramServices
Management And General6757454ManagementAndGeneral

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total2778251Total
Program Services1042803ProgramServices
Management And General1735448ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total1312712Total
Program Services141352ProgramServices
Management And General1171360ManagementAndGeneral

Fees For Services Lobbying FeesForServicesLobbying

FieldValueIRS element (for citing)
Total240480Total
Program Services240480ProgramServices

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total37634999Total
Program Services16317553ProgramServices
Management And General21317446ManagementAndGeneral

Advertising Advertising

FieldValueIRS element (for citing)
Total2405468Total
Program Services1434819ProgramServices
Management And General970649ManagementAndGeneral

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total7396789Total
Program Services4740728ProgramServices
Management And General2656061ManagementAndGeneral

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total29036188Total
Program Services1871861ProgramServices
Management And General27164327ManagementAndGeneral

Occupancy Occupancy

FieldValueIRS element (for citing)
Total21836012Total
Program Services13224177ProgramServices
Management And General8611835ManagementAndGeneral

Travel Travel

FieldValueIRS element (for citing)
Total2171351Total
Program Services1022111ProgramServices
Management And General1149240ManagementAndGeneral

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total1666522Total
Program Services800098ProgramServices
Management And General866424ManagementAndGeneral

Interest Interest

FieldValueIRS element (for citing)
Total23415436Total
Program Services14607969ProgramServices
Management And General8807467ManagementAndGeneral

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total94060292Total
Program Services64359390ProgramServices
Management And General29700902ManagementAndGeneral

Insurance Insurance

FieldValueIRS element (for citing)
Total12385317Total
Program Services12005168ProgramServices
Management And General380149ManagementAndGeneral

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneral
SUPPLIES2745937492701999664393783
OTHER PURCHASED SERVICE630628293770406625358763
BAD DEBT EXPENSE5775239857752398
PHYSICIAN FEES3269332132002097691224

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total25520894Total
Program Services18697668ProgramServices
Management And General6823226ManagementAndGeneral

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total1492528034Total
Program Services1224461638ProgramServices
Management And General268066396ManagementAndGeneral
Fundraising0Fundraising

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY225557904BOY
EOY229341276EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY177311252BOY
EOY191243560EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

FieldValueIRS element (for citing)
BOY8036661BOY
EOY11233523EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

FieldValueIRS element (for citing)
BOY14071409BOY
EOY13716615EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY39014942BOY
EOY41607620EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis1852714420LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec1057809765LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY731920137BOY
EOY794904655EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY211358783BOY
EOY162149926EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY1176702245BOY
EOY1274530304EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY2583973333BOY
EOY2718727479EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY199429493BOY
EOY218489932EOY

Tax Exempt Bond Liabilities TaxExemptBondLiabilities

FieldValueIRS element (for citing)
BOY1002093647BOY
EOY979528270EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY254509253BOY
EOY285038241EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY1456032393BOY
EOY1483056443EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY1127919216BOY
EOY1235649312EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY21724BOY
EOY21724EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY1127940940BOY
EOY1235671036EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY2583973333BOY
EOY2718727479EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses135587492ReconcilationRevenueExpenses
Reconcilation Other Changes-27857396ReconcilationOtherChanges
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited
Audit Committee1AuditCommittee
Financial Statement ConsolidatedXFinancialStatementConsolidated
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Hospital170b1 AiiiXHospital170b1Aiii

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule C IRS990ScheduleC

Total Direct Lobbying TotalDirectLobbying

FieldValueIRS element (for citing)
Filing Organizations Totals240480FilingOrganizationsTotals

Total Lobbying Expenditures TotalLobbyingExpenditures

FieldValueIRS element (for citing)
Filing Organizations Totals240480FilingOrganizationsTotals

Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures

FieldValueIRS element (for citing)
Filing Organizations Totals1166709240FilingOrganizationsTotals

Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures

FieldValueIRS element (for citing)
Filing Organizations Totals1166949720FilingOrganizationsTotals

Lobbying Nontaxable LobbyingNontaxableAmount

FieldValueIRS element (for citing)
Filing Organizations Totals1000000FilingOrganizationsTotals

Grassroots Nontaxable GrassrootsNontaxableAmount

FieldValueIRS element (for citing)
Filing Organizations Totals250000FilingOrganizationsTotals

Tot Lobbying Grassroot Minus Non Tx TotLobbyingGrassrootMinusNonTx

FieldValueIRS element (for citing)
Filing Organizations Totals0FilingOrganizationsTotals

Tot Lobby Expend Mns Lobbying Nontx TotLobbyExpendMnsLobbyingNontx

FieldValueIRS element (for citing)
Filing Organizations Totals0FilingOrganizationsTotals

Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2

FieldValueIRS element (for citing)
Current Year Minus31000000CurrentYearMinus3
Current Year Minus21000000CurrentYearMinus2
Current Year Minus11000000CurrentYearMinus1
Current Year1000000CurrentYear
Total4000000Total
FieldValueIRS element (for citing)
Lobbying Ceiling$6,000,000LobbyingCeilingAmount

Total Lobbying Expenditures2 TotalLobbyingExpenditures2

FieldValueIRS element (for citing)
Current Year Minus330933CurrentYearMinus3
Current Year Minus2152775CurrentYearMinus2
Current Year Minus1399550CurrentYearMinus1
Current Year240480CurrentYear
Total823738Total

Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2

FieldValueIRS element (for citing)
Current Year Minus3250000CurrentYearMinus3
Current Year Minus2250000CurrentYearMinus2
Current Year Minus1250000CurrentYearMinus1
Current Year250000CurrentYear
Total1000000Total
FieldValueIRS element (for citing)
Grassroots Ceiling$1,500,000GrassrootsCeilingAmount

Schedule D IRS990ScheduleD

Land Land

FieldValueIRS element (for citing)
Other Cost Or Other Basis60241952OtherCostOrOtherBasis
Book Value60241952BookValue

Buildings Buildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis573276502OtherCostOrOtherBasis
Depreciation256628150Depreciation
Book Value316648352BookValue

Leasehold Improvements LeaseholdImprovements

FieldValueIRS element (for citing)
Other Cost Or Other Basis343053700OtherCostOrOtherBasis
Depreciation224048367Depreciation
Book Value119005333BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis768693628OtherCostOrOtherBasis
Depreciation577133248Depreciation
Book Value191560380BookValue

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis107448638OtherCostOrOtherBasis
Book Value107448638BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings794904655TotalOfBookValueLandBuildings

Other Assets OtherAssets (4 entries)

DescriptionDescriptionBook ValueBookValue
UNAMORTIZED BOND COSTS5466110
OTHER ASSETS181862
DUE FROM SUBSIDIARIES AND AFFILIATES1256530674
INVESTMENT IN SUBSIDIARIES AND JOINT VENTURES12351658
FieldValueIRS element (for citing)
Total Book Value Other Assets1274530304TotalBookValueOtherAssets

Other Liabilities OtherLiabilities (6 entries)

DescriptionDescriptionAmountAmount
THIRD PARTY SETTLEMENTS$44,995,577
NOTES PAYABLE AND OTHER$102,739,519
SELF INSURED LIABILITY$36,409,621
DEFERRED COSTS$16,496,112
POST RETIREMENT/EMPLOYMENT BENEFITS$11,094,413
INTEREST RATE SWAP LIABILITY$73,302,999
FieldValueIRS element (for citing)
Total Of Amounts285038241TotalOfAmounts

Form990 Schedule D Part XIV Form990ScheduleDPartXIV

FieldValueIRS element (for citing)
IdentifierDescription of Uncertain Tax Positions Under FIN 48:Identifier
Return ReferencePart X:ReturnReference
ExplanationFrom Inova Health System consolidated financial statements including Inova Health Care Services: The Foundation, IHCS, AHSC, LHI and IHSS, 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.Explanation

Schedule H IRS990ScheduleH

FieldValueIRS element (for citing)
Charity Care Policy1CharityCarePolicy
Written Policy1WrittenPolicy
Policy Applied To All HospitalsXPolicyAppliedToAllHospitals
FPG Reference Free Care1FPGReferenceFreeCare
Pcent200XPcent200
FPG Reference Discounted Care1FPGReferenceDiscountedCare
Pcent300XPcent300
Free Disc Care Medically Indigent1FreeDiscCareMedicallyIndigent
Amounts Budgeted For Charity Care1AmountsBudgetedForCharityCare
Expenses Exceeded Budget0ExpensesExceededBudget
Annual Community Benefit Report1AnnualCommunityBenefitReport
Report Publically Available1ReportPublicallyAvailable

Charity Care At Cost CharityCareAtCost

FieldValueIRS element (for citing)
Total Community Benefit Expense72969958TotalCommunityBenefitExpense
Net Community Benefit Expense72969958NetCommunityBenefitExpense
Percent Of Total Expense0.05090PercentOfTotalExpense

Unreimbursed Medicaid UnreimbursedMedicaid

FieldValueIRS element (for citing)
Total Community Benefit Expense52265671TotalCommunityBenefitExpense
Net Community Benefit Expense52265671NetCommunityBenefitExpense
Percent Of Total Expense0.03640PercentOfTotalExpense

Total Charity Care TotalCharityCare

FieldValueIRS element (for citing)
Total Community Benefit Expense125235629TotalCommunityBenefitExpense
Net Community Benefit Expense125235629NetCommunityBenefitExpense
Percent Of Total Expense0.08730PercentOfTotalExpense

Community Health Services CommunityHealthServices

FieldValueIRS element (for citing)
Total Community Benefit Expense10743708TotalCommunityBenefitExpense
Net Community Benefit Expense10743708NetCommunityBenefitExpense
Percent Of Total Expense0.00750PercentOfTotalExpense

Health Professions Education HealthProfessionsEducation

FieldValueIRS element (for citing)
Total Community Benefit Expense14065921TotalCommunityBenefitExpense
Net Community Benefit Expense14065921NetCommunityBenefitExpense
Percent Of Total Expense0.00980PercentOfTotalExpense

Subsidized Health Services SubsidizedHealthServices

FieldValueIRS element (for citing)
Total Community Benefit Expense10696078TotalCommunityBenefitExpense
Net Community Benefit Expense10696078NetCommunityBenefitExpense
Percent Of Total Expense0.00750PercentOfTotalExpense

Research Research

FieldValueIRS element (for citing)
Total Community Benefit Expense4733480TotalCommunityBenefitExpense
Net Community Benefit Expense4733480NetCommunityBenefitExpense
Percent Of Total Expense0.00330PercentOfTotalExpense

Cash And In Kind Contributions CashAndInKindContributions

FieldValueIRS element (for citing)
Total Community Benefit Expense99300TotalCommunityBenefitExpense
Net Community Benefit Expense99300NetCommunityBenefitExpense
Percent Of Total Expense0.00010PercentOfTotalExpense

Total Other Benefits TotalOtherBenefits

FieldValueIRS element (for citing)
Total Community Benefit Expense40338487TotalCommunityBenefitExpense
Net Community Benefit Expense40338487NetCommunityBenefitExpense
Percent Of Total Expense0.02820PercentOfTotalExpense

Total Community Benefits TotalCommunityBenefits

FieldValueIRS element (for citing)
Total Community Benefit Expense165574116TotalCommunityBenefitExpense
Net Community Benefit Expense165574116NetCommunityBenefitExpense
Percent Of Total Expense0.11550PercentOfTotalExpense
FieldValueIRS element (for citing)
Bad Debt Expense Reported0BadDebtExpenseReported
Bad Debt Expense$27,285,427BadDebtExpenseAmount
Amount Reimbursed By Medicare231719258AmountReimbursedByMedicare
Cost Of Care Reimbursed By Medicare259440436CostOfCareReimbursedByMedicare
Medicare Surplus Or Shortfall-27721178MedicareSurplusOrShortfall

Costing Methodology Used CostingMethodologyUsed

FieldValueIRS element (for citing)
Cost To Charge RatioXCostToChargeRatio
FieldValueIRS element (for citing)
Written Debt Collection Policy1WrittenDebtCollectionPolicy
Provision For Charity Care1ProvisionForCharityCare

Form990 Schedule H Part IV Form990ScheduleHPartIV (3 entries)

Description Ent Primary ActivityDescriptionEntPrimaryActivityOrganization Profit Or OwnershipOrganizationProfitOrOwnershipPhysicans Profit Or OwnershipPhysicansProfitOrOwnership
1 Franconia-Springfield Surgery Center LLC
Surgical Services0.604000.39600
2 Northern Virginia Surgery Center LLC
Surgical Services0.600000.40000
3 Inova Woodburn Surgery Center LLC
Surgical Services0.754000.24600
FieldValueIRS element (for citing)
Number Of Hospital Facilities3NumberOfHospitalFacilities

Form990 Schedule H Part V Section A Form990ScheduleHPartVSectionA (3 entries)

Facility NumberFacilityNumberAddress Line1Address/AddressLine1CityAddress/CityStateAddress/StateZIP CodeAddress/ZIPCodeLicensed HospitalLicensedHospitalGeneral Medical And SurgicalGeneralMedicalAndSurgicalChildrens HospitalChildrensHospitalTeaching HospitalTeachingHospitalResearch FacilityResearchFacilityEr24 HoursEr24Hours
INOVA FAIRFAX HOSPITAL
13300 GALLOWS ROADFALLS CHURCHVA22046XXXXXX
INOVA FAIR OAKS HOSPITAL
23600 JOSEPH SIEWICK DRIVEFAIRFAXVA22033XXX
INOVA MOUNT VERNON HOSPITAL
32501 PARKER LANEALEXANDRIAVA22306XXX

Form990 Schedule H Part V Section B Form990ScheduleHPartVSectionB (3 entries)

Hospital Facility NumberHospitalFacilityNumberEligibility Criteria ExplainedEligibilityCriteriaExplainedUses FPG FreeUsesFPGFreeFPG Free PercentFPGFreePercentUses FPG DiscountedUsesFPGDiscountedFPG Discount PercentFPGDiscountPercentExplains BasisExplainsBasisIncome LevelIncomeLevelAsset LevelAssetLevelMedical IndigencyMedicalIndigencyInsurance StatusInsuranceStatusUninsured DiscountUninsuredDiscountMedicaid MedicareMedicaidMedicareState RegulationStateRegulationOther FactorsOtherFactorsExplains Application MethodExplainsApplicationMethodIncludes Publicity MeasuresIncludesPublicityMeasuresPosted On WebsitePostedOnWebsiteAvailable On RequestAvailableOnRequestOther PublicityOtherPublicityActions On NonpaymentActionsOnNonpaymentCollection ActivitiesCollectionActivitiesLawsuitLawsuitOther ActionsOtherActionsNotify Upon AdmissionNotifyUponAdmissionNotify Before DischargeNotifyBeforeDischargeNotified All PatientsNotifiedAllPatientsDocumented DeterminationDocumentedDeterminationNondiscrim Emergency Care PolicyNondiscrimEmergencyCarePolicyLowest Negotiated RatesLowestNegotiatedRatesUsed Other MethodUsedOtherMethodAmounts Generally BilledAmountsGenerallyBilledGross ChargesGrossCharges
INOVA FAIRFAX HOSPITAL
111200.0000000000001300.0000000000001XXXXXXXX11XXX11XXXXXX1XX00
INOVA FAIROAKS HOSPTIAL
211200.0000000000001300.0000000000001XXXXXXXX1011XXXXXX1XX00
INOVA MOUNT VERNON HOSPITAL
311200.0000000000001300.0000000000001XXXXXXXX1011XXXXXX1XX00

Form990 Schedule H Part V Section C Form990ScheduleHPartVSectionC

FieldValueIRS element (for citing)
Number Of Other Facilities11NumberOfOtherFacilities

Other Facilities OtherFacilities (11 entries)

Address Line1Address/AddressLine1CityAddress/CityStateAddress/StateZIP CodeAddress/ZIPCodeFacility TypeFacilityType
FRANCONIA SPRINGFIELD EMERGENCY CARE
6355 WALKER LANEALEXANDRIAVA22310EMERGENCY ROOM
TECHNICAL DYNAMICS LLC
4231 MARKHAM STREET SUITE 230ANNANDALEVA22003EQUIPMENT REPAIRS
EMERGENCY CARE CENTER OF FAIRFAX
4315 CHAIN BRIDGE ROADFAIRFAXVA22030EMERGENCY ROOM
INOVA VNA HOME CARE
8003 FORBES PLACESPRINGFIELDVA22206HOME CARE NURSING
EMERGENCY CARE CENTER OF RESTON
11901 BARON CAMERON AVENUERESTONVA20190EMERGENCY ROOM
FRANCONIA SPRINGFIELD SURGERY CENTER LLC
6355 WALKER LANE SUITE 200ALEXANDRIAVA22310OUTPATIENT SURGERY
NORTHERN VIRGINIA SURGERY CENTER LLC
3620 JOSEPH SIEWICK DRIVEFAIRFAXVA22033OUTPATIENT SURGERY
POTOMAC RADIATION ONCOLOGY
4001 PRINCE WILLIAM PARKWAYWOODBRIDGEVA22191RADIATION ONCOLOGY
INOVA WOODBURN SURGERY CENTER LLC
3289 WOODBURN ROAD SUITE 100ANNANDALEVA22003OUTPATIENT SURGERY
INOVA REHABILITATION WOODBRIDGE
2280 OPITZ BLVD SUITE 120WOODBRIDGEVA22191REHABILITATION
INSTITUTE OF RESEARCH AND EDUCATION
8110 GATEHOUSE ROADFALLS CHURCHVA22042RESEARCH FACILITY

Form990 Schedule H Part VI Form990ScheduleHPartVI (26 entries)

ExplanationExplanationIdentifierIdentifierReturn ReferenceReturnReference
Part I, Line 3c: THE COMMUNITY BENEFIT REPORT IS INCLUDED IN THE CONSOLIDATED INOVA HEALTH SYSTEM REPORT TO THE COMMUNITY ON INOVA.ORG WEBSITE.
Part I, Line 7: Cost to charge ratio method is used based on table 2 in the instructions. Total operating expense is divided by Total Gross Revenue to arrive at the cost to charge ratio.
Part I, Line 7g: Cost of Physician Clinic is $6,650,025.
Part I, Line 7, Column (f): The Bad Debt expense included on Form 990, Part IX, Line 25, Column (A), but subtracted for purposes of calculating the percentage in this column is $ 57752398.
Part III, Line 4: Bad Debt FootnotePatient accounts receivable include charges for amounts due from all patients less allowances for the excess of established charges over the payments to be received on behalf of patients covered by Medicare, Medicaid and other insurers. Bad debt expense is recognized when providing an allowance for uncollectible accounts. Inova has a self-insured discount program whereby uninsured patients receive a 35% discount for services rendered. Discounts to uninsured patients are classified as a deduction from revenue as opposed to bad debt.All operating entities of IHS treat emergency patients regardless of their ability to pay. Non-emergency medically necessary care is provided virtually without restriction at all IHS tax-exempt operating entities. A patient is classified as a charity patient based upon established IHS policies that consider patient income levels and available assets. Since IHS does not pursue collection of amounts that qualify as charity care, they are deducted from gross revenue. Unpaid accounts of patients who fail to provide required income and asset documentation to IHS are classified as bad debt expense. Guidelines used by IHS in determining charity care may differ from guidelines used by certain state or federal agencies.
Part III, Line 8: The organization does not treat any Medicare shortfall as community benefit. The amounts are taken directly from the Medicare Cost Reports as filed using a cost to charge ratio method.
Part III, Line 9b: Inova Health System strives to comply with the guidelines established by the American Hospital Association (AHA) and the International Code of Ethics and Professional Responsibility (ACA) which require members to engage in honorable, ethical and professional conduct of character not likely to deceive, defraud or harm the public.The policy of Inova Health System is to take legal action, only if there is evidence that the patient or responsible party has income and/or assets in excess of the levels suggested in the financial assistance policy; the patient has failed to provide the information needed to determine eligibility for financial assistance; or the patient is no longer meeting his obligations under an agreed-upon payment plan and has not informed the collections office of a change in financial condition.Staffs who work closely with patients, including those involved in billing and collection, are educated about hospital billing, financial assistance and collection policies and practices.Agencies acting on behalf of Inova Health System may not garnish wages or freeze bank accounts as a means of collecting unpaid hospital bills. Agencies may file liens only against estates. The foreclosure or forced sale of a patient's primary residence to pay an outstanding hospital bill is prohibited. It is not the policy of Inova Health System to file liens related to Medicare, Medicaid, MediCredit FFA or charity accounts.
Inova Health System does not follow HFMA Statement 15 with respect to bad debts. The disclosure method followed does not result in materially different results.
Part V, Section B, Line 11h: Family SizeINOVA FAIRFAX HOSPITAL
Part V, Section B, Line 11h: Family size.INOVA FAIROAKS HOSPTIAL
Part V, Section B, Line 11h: Family size.INOVA MOUNT VERNON HOSPITAL
Part V, Section B, Line 13g: Financial Aid Brochures explaining the charity policy are available through out the Hospitals. ER Rooms and waiting rooms have charity notification notices posted intheir areas.INOVA FAIRFAX HOSPITAL
Part V, Section B, Line 13g: Financial Aid Brochures explaining the charity policy are available through out the Hospitals. ER Rooms and waiting rooms have charity notification notices posted in their areas.INOVA FAIROAKS HOSPTIAL
Part V, Section B, Line 13g: Financial Aid Brochures explaining the charity policy are available through out the Hospitals. ER Rooms and waiting rooms have charity notification notices posted intheir areas.INOVA MOUNT VERNON HOSPITAL
Part V, Section B, Line 16e: Judgements are obtained.INOVA FAIRFAX HOSPITAL
Part V, Section B, Line 16e: Judgements are obtained.INOVA FAIROAKS HOSPTIAL
Part V, Section B, Line 16e: Judgements are obtained.INOVA MOUNT VERNON HOSPITAL
Part V, Section B, Line 19d: All self pay patients receive a 35% self pay discount.INOVA FAIRFAX HOSPITAL
Part V, Section B, Line 19d: All self pay patients receive a 35% self pay discount.INOVA FAIROAKS HOSPTIAL
Part V, Section B, Line 19d: All self pay patients receive a 35% self pay discount.INOVA MOUNT VERNON HOSPITAL
Part VI, Line 2: In prior years, Inova Health System (IHS) has used the following methods to determine the healthcare needs of the community:An assessment of community health status based on available morbidity and mortality data from secondary data sources such as Commonwealth of Virginia vital statistics, cancer registries and hospital discharge abstracts;Focus groups and surveys to determine community concerns and expectations related to health issues; Conferences to elicit broad community input and reach consensus on critical health care needs.Periodically updated the community needs assessment with a comprehensive analysis of community health status to determine how community health needs have changed since the prior assessments were completed. This assessment relied on secondary data sources including VDH statistics on births, deaths and diseases; information on hospital finances and utilization from Virginia Health Information Inc; and internal information on hospital utilization and charges from Inova Health System.Study of community Health Impact on Hospital services using population based hospital discharge dataEngaged community leaders from the Alexandria Health Department, Fairfax County School District and a private non-profit. Northern Virginia Family Services provided expert consultation and guidance for the task force on the importance and challenges of establishing partnerships.As a result of this work Inova's programs expanded to address the identified Community Health Priorities. These goals were re-evaluated and updated to align with the Healthy People 200 goals and outcomes. Community health needs assessments are now in progress across Northern Virginia sponsored by the various Health Departments using the framework of the Mobilizing for Action through Planning and Partnerships (MAPP) process. Inova Health System is a participating member of each MAPP process team in each jurisdiction across Northern Virginia. Inova served on the MAPP team's year-long task force for Arlington County, for which the final report was completed in 2008. In 2008 Inova also participated in the first of four assessments being conducted by Fairfax County. This is an ongoing community-driven planning process that is designed to provide information for improving the community's delivery of the 10 essential public health services. Fairfax County has three other assessments to complete the MAPP process. This process brings together a diverse group of key community stakeholders including local government, human service organizations, schools and universities, healthcare consumers, advocacy groups, hospitals, faith institutions, youth development organizations, economic and philanthropic groups, etc. to identify strengths and weaknesses in the ten essential areas to provide a foundation for community health planning. Inova is participating in the continuing local public health needs assessment in the City of Alexandria as well. The information from all the MAPP health needs assessments from all jurisdictions served by Inova Health System will provide the new baseline for the ongoing three-year community needs assessments and will be incorporated into the community needs assessment Inova initiated in 2011 with completion of the assessment as well as implementation plans scheduled for 2013. In addition to participating in the MAPP process, Inova is continually garnering feedback on their existing programs from program participants through monthly and quarterly satisfaction surveys and focus groups, participating in regional and local health related groups such as the Northern Virginia Access to Health Care Consortium, meeting with various cultural and ethnic groups in the community and using internal utilization and outcomes data, review of best practices and regional and national benchmark data and other external sources such as the Metropolitan Washington Council of Governments (COG) demographic data to develop strategic goals for health improvement activities. Collectively, all this information is utilized in assessing community health needs to guide strategic planning efforts.
Part VI, Line 3: Inova Health System incorporates a multifaceted approach to educate and inform patients and potential patients about the Inova charity care policy. Upon admission to any Inova hospital or nursing home or any visit to outpatient facilities or clinics including our emergency departments, Inova has information posted regarding patient rights and responsibilities. Patients are provided information about our charity care program and referrals to an Inova financial counselor who assists the patients in completing our charity care application. This financial information is reviewed by our patient accounts department and the patient is contacted if any additional information is needed to make a determination. The patient is sent a letter in which they are given the level of charity care for which they are qualified whether it be 100% coverage or a sliding scale payment based upon their income level between 200-300% of the Federal Poverty Guideline. Inova also has Medicaid eligibility workers on-site in all hospitals, in our InovaCares Clinic for Women and Children (clinic for low income families) and in the community as part of our Partnership for Healthier Kids Access to Care program. We partner with schools across our jurisdiction to provide information about state funded health programs for children and contact information to meet with an eligibility worker responsible for enrolling families in state Medicaid programs. These eligibility workers also go out into the community attending community events such as health fairs, faith-based community activities and other family centered community events to proactively meet with families to encourage enrollment in programs for which they are eligible. Inova has a section of our public website dedicated to information about billing and financial coordinators and financial assistance resources. On the site a brochure called "Financial Help for Healthcare Services" can be downloaded and is available in 6 languages to address the needs of our culturally diverse community.
Part VI, Line 4: Inova Health Care Services (IHCS) is a not-for-profit corporation and a subsidiary of the parent organization, Inova Health System Foundation (Inova). 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. Northern Virginia is one of the fastest growing urban communities in the United States. With approximately 1,314 square miles, the region is the most densely populated in the Commonwealth of Virginia. Northern Virginia is comprised of several distinct communities, including the cities of Alexandria, Fairfax, Falls Church, Manassas and Manassas Park, and the counties of Arlington, Fairfax, Loudoun, and Prince William. The eastern sections are urbanized with attendant health problems of overcrowding and increasing demand for health services and public programs. Inova Health Cares Services' service area is primarily Fairfax County.The region's population served by IHCS is forecasted to grow 13% over the next decade adding an estimated average of 29,000 persons a year. Population will be spurred by the long-term strength of the region's economy, high rates of in-migration and international immigration. The region's population that is 65 years of age and older is expected to increase by over 50% by 2030, while the number of children will increase by about 24% during the period.Northern Virginia's racial and ethnic diversity is more pronounced than in the rest of the state. With increasing diversity, economically disadvantaged populations and multiple languages, the need for access to culturally appropriate, flexible health care continues to grow. The Northern Virginia geographic region is 45% minority, up from 23.2% in 1990, while the nation as a whole reflects a 36% minority population (U.S. Census Bureau, 2010). Fairfax County, with more than one million residents, is the largest jurisdiction in Northern Virginia and also has the largest minority population. According to the 2010 US Census, Asians, Hispanics, and African Americans represent 17.5 percent, 15.6 percent, and 9.2 percent of Fairfax County's population, respectively. More than one-quarter of the state's Hispanic population reside in Fairfax County.According to the 2007 Virginia Health Care Foundation Health Access Survey, approximately 14.8 percent of the overall Northern Virginia population currently lacks healthcare insurance. Compared to 2.5 percent of Whites in the region who lack health insurance, 39.6 percent of Hispanics, 6.8 percent of Asians, and 6.5 percent of Blacks in Northern Virginia are uninsured. Area residents most likely to be uninsured are those whose family incomes are at or below 200 percent of the poverty level, young adults (age 18-44), people of racial backgrounds other than White, unemployed individuals, part-time workers, and people who work at companies with fewer than 50 employees. Serving this population poses significant cultural and linguistic challenges, and these uninsured citizens are widely distributed in terms of age, geographic region, and health status.
Part VI, Line 5: Inova Health System's investment in the communities across Northern Virginia is evident given the programs providing access to care for low income, uninsured, underinsured and vulnerable populations; promoting health & wellness and increasing health literacy; providing the support and infrastructure for disaster preparedness; and providing programs to support development of our future healthcare workforce to meet the healthcare needs of the communities served. All Inova healthcare facilities have open medical staffs to provide the maximum access to qualified physicians. A Community Board of Trustees provides fiscal and quality oversight for Inova Health Care Services facilities to ensure the vision and mission of the organization is achieved.Access to Care ProgramsInova's commitment to supporting access to healthcare services is evident in the infrastructure created to support the many programs provided for the low income and uninsured population. Inova's Community Safety Net and Community Health Division is organized to address the healthcare needs of the community. In addition to the programs already described in the core form program, accomplishments that increase access to healthcare services for the communities served by Inova Health System include the following programs which provide infrastructure support and services focused on vulnerable populations:The Streamlined Eligibility program (SES), launched by the successful implementation of the federally-funded 2001 CAP and 2004 HCAP grants, continues to be funded by Inova. SES provides local safety-net health care providers access to coordinated health care networks to serve the uninsured and underinsured residents of Northern Virginia. A shared database is used to determine a patient's eligibility for services which provides one central intake thereby streamlining and expediting the process. Inova supports the infrastructure and expansion of the program which currently consists of 12 public/private partners serving Fairfax County, City of Alexandria, Loudoun County, Arlington County, and Prince William County. The system currently houses over 285,000 eligibility records of uninsured and Medicaid patients. Inova's Partnership for Healthier Kids (PHK) Access to Care program provides families with comprehensive application and enrollment assistance to connect them with an appropriate and affordable source of health care services. In 2011, PHK assisted over 3,700 children with access to a source of comprehensive health care services such as Medicaid, FAMIS or local safety net providers. Through the provision of two programs, Inova Partnership for Healthier Kids works with schools, community organizations, corporations and local governments to keep kids in our community healthy and ready to learn. The Access to Care program provides families with comprehensive application and enrollment assistance to connect them to an appropriate and affordable source of health care services. The Prevention program provides students and families nutrition and physical activity education to increase knowledge and improve skills to make healthy lifestyle choices.Inova Kellar Center provides mental health, substance abuse treatment and special education services to children, adolescents and their families in our community regardless of their ability to pay. The program meets the needs of the children and families of Fairfax County by providing a full continuum of mental health services from outpatient therapy and medication management to Intensive Outpatient After School Programs and full day Partial Hospitalization Programs. During 2011 the Center provided 78,392 clinical and educational sessions to children and families. Inova Kellar Center has been involved in the development of a system of care model for the provision of mental health services within the region. Keeping with the goal of having children remain in the community, the Center continues to build capacity to meet the needs of the increasingly challenged population. The $300,000 grant from a private foundation to support the expansion of Kellar Center's system of care services for children has enabled the Center to expand Outpatient Family Services including psychological services and home based services by underwriting the initial investment and "start up" costs associated with expansions. The Center has doubled its' ability to provided ADLD assessments and psychological testing. The recruitment process for 2 additional Child and Adolescent Psychiatrist's has begun. These positions will provide services to over 500 additional patients by 2012.Health Promotion and Preventative Care ProgramsNorthern Virginia Healthy Kids' Coalition: Tipping the Scales for Better Health. Obesity has become an urgent public health problem in Northern Virginia, with over 100,000 children aged 2 to 18 years of age being either overweight or at-risk of becoming overweight. Inova Health System in partnership with Northern Virginia schools, health departments, and government entities have joined together in a multi-year effort to address the childhood obesity epidemic by working to reverse this trend. The Inova Health System sponsors this community-based coalition. Inova Partnering Actively Towards Health (iPATH). The iPATH mission is to provide opportunities for students to engage in health oriented activities within our community, strengthen healthy living amongst adolescents, and expose students to exciting medical careers. The PATHway to Improved Health program is a ten-week program designed to engage selected student leaders that will champion health awareness activities in their schools and communities, empower students to partner with health professionals to assist Inova and their school in developing a new health initiative, and serve as a health ambassador to their families to help achieve the goal of improving the health of the community one family at a time. Congregational Health Partnership (CHP) has resourced and facilitated wellness of spirit, mind, and body through multi-faith communities:Provided more than 102 health education and wellness promotion activitiesDistributed over 12,654 pieces of health education materialsConducted over 3,371 consultations and networking conversationsIncreased the number of new faith communities partnered with CHP with 20 new Faith Congregations contacted this year.InovaCares for Seniors (PACE)InovaCares for Seniors is the submitted trade name for Inova Health System's first Program of All-Inclusive Care for the Elderly (PACE). PACE is an evidenced-based model of care that delivers high quality, cost effective care and is built on the foundation that seniors with complex health care needs should be able to live in the least restrictive environment for as long as possible.Inova's formal application was submitted and accepted under review by CMS on September 7th, 2011 initiating the approval process as a provider of clinical and social services to dual eligible (Medicare/Medicaid) members of our community. Upon approval of the application followed by a formal site review in mid December, InovaCares for Seniors is planning for enrollment of area seniors in the first quarter of 2012. The physical site planned for our first PACE clinic is located at Braddock Glen adult day health center on Olley Lane in Fairfax County, and renovations are nearly complete for the expansion of the clinic and rehab service areas. Health Literacy and Health Equity ProgramsThe goal of the Office of Health Equity (OHE) is to identify and address documented health disparities in Northern Virginia through internal and community initiatives under the Quality, Service and Community Pillars. Guided by an Executive Advisory Committee, the OHE partners with community groups, conducts education and research, and provides services that will contribute to the elimination of disparities in our community. The following are the OHE's activities in the areas of staff training/education, services for the Deaf and Hard of Hearing, and Language Services.
Part VI, Line 6: Organization is part of Inova Health System included in description under Line 5.
Language Services In support of patient safety and satisfaction, interpretation and translation services are provided at every Inova facility, to facilitate communication with the 8-10 percent of Inova's patient population who are limited English proficient (LEP). Medical Interpretation is provided by on site medical interpreters and telephonically via the language line. Through December 2011 the OHE delivered 120,374 interpreter encounters (108,000 hours of interpreter service) across Inova facilities.Services for the Deaf and Hard of Hearing have undergone several changes in 2010, including creation of a Scheduler position, and deployment of NexTalk (video remote interpreting) in all Inova Emergency Departments, to improve our ability to communicate with deaf patients and their families on short notice. Through December 2011 3,823 interpreted sessions (10,000 hours) have been delivered. Education and TrainingThe OHE facilitates the development of a culturally competent workforce with the implementation of staff education and training programs such as:The 21st Century Leadership Development Program is a nine month program designed to identify and grow future Inova leaders. The program launched in September with 22 participants. Cultural Competence and Diversity Education programs are conducted regularly. Through December 2011, the OHE delivered 56 educational sessions and in-service trainings, reaching a total of 1,600 Inova employees. Content included but was not limited to: providing culturally competent patient care, cross-cultural communication, cultural awareness and sensitivity, cross-cultural conflict resolution, and cross-cultural issues in the childcare setting.OHE is currently working with members of the Alexandria Homeless Services Coordinating Committee (AHSCC) and key staff at Inova Alexandria Hospital (IAH) to ensure consistent IAH representation on the Committee and to present an in-service for a range of IAH staff, including case managers, social workers, PCD's and additional ED personnel. The goals of this initiative are (1) to reduce readmissions to IAH from the homeless population and (2) to improve IAH's profile in the community.Disaster PreparednessRegional Hospital Coordinating Center - As part of a regional alliance of all hospitals across Northern Virginia to provide a coordinated response in the event of a disaster, Inova Health System has taken a leadership role. Inova funds and provides the site for the Regional Hospital Coordinating Center (RHCC), providing 24/7 coverage for Incident Command and Operations Chief. Inova operates an E-ICU which, during a disaster, facilitates access to and management of all critical care beds within Inova Health System.PART VI, LINE 5

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Housing Allowance Or ResidenceXHousingAllowanceOrResidence
Written Policy Re T And E Expenses1WrittenPolicyReTAndEExpenses
Substantiation Required1SubstantiationRequired
Compensation CommitteeXCompensationCommittee
Independent ConsultantXIndependentConsultant
Form990 Of Other OrganizationsXForm990OfOtherOrganizations
Written Employment ContractXWrittenEmploymentContract
Compensation SurveyXCompensationSurvey
Board Or Committee ApprovalXBoardOrCommitteeApproval
Severance Payment1SeverancePayment
Supplemental Nonqual Retire Plan1SupplementalNonqualRetirePlan
Equity Based Comp Arrangement0EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org0CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs0CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org0CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs0CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments0AnyNonFixedPayments
Initial Contract Exception0InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (29 entries)

Base Compensation Filing OrgBaseCompensationFilingOrgComp Based On Related OrgsCompBasedOnRelatedOrgsBonus Filing OrgBonusFilingOrgBonus Related OrgsBonusRelatedOrgsOther Compensation Filing OrgOtherCompensationFilingOrgOther Compensation Related OrgsOtherCompensationRelatedOrgsDeferred Comp Filing OrgDeferredCompFilingOrgDeferred Comp Related OrgsDeferredCompRelatedOrgsNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgNontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgsTotal Compensation Filing OrgTotalCompensationFilingOrgTotal Compensation Related OrgsTotalCompensationRelatedOrgsComp Report Prior990 Filing OrgCompReportPrior990FilingOrgComp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
JKNOX SINGLETON
0113807306724550306466012919500235290343247300
RICHARD MAGENHEIMER
05822320206056012525001104660224550104645900
JOHN GAUL
3839630986200212700851330209680609954000
MARK STAUDER
0893927036000004688002934050207560161496800
LEWIS PASTERNAK
05992400156724015414108443202487401019411064499
JOHN NIEDERHUBER
094201001900000411240367000162180122605200
KYLANNE SILVERSTONE
042823501238820375240119560014895072409600
WAYNE DIEWALD
0384871095813032679030336017849056154800
MARSHALL RUFFIN
03922530100000024733053200017198058738400
LORING FLINT
0545952025000088700060100026147074589900
JOHN FITZGERALD
37090901147740376540869460166730626956000
GEOFFREY BROWN
2919500759240207726031443017070062411301117670
PATRICK CHRISTIANSEN
3668430383000349020951210156730550839000
MARK RUNYON
3522330941580236294032322021304073631102006370
BARBARA DOYLE
328926010192903482601043860101500580217000
MAUREEN SWICK
2929240566990307910638630226420466919000
ANGELA MANNINO
3250600639550501060837820254960548399000
JAMES ECKLUND
88208002337630124205320001779701188082000
JOSEPH WATSON
59579909104108100312000218860740736000
ROBERT HYMES
417362015315204500477000212800639944000
CARY SCHWARTZBACH
416579015315201035073500220820600198000
ALIREZA MALEKZADEH
413579015315204500312000250820623463000
JAMES KIM
1996790353210102760382930203150303884000
PAT WALTERS
0369704011185505194300532000151350106932400
RONALD EWALD
232341045678010646805308601411604516890444470
PATRICIA BYRNES SCHMEHL
1965960325710229930568760276090336645000
JAMES PIPER
34523302646608280532000195570445284000
JOHN HAMILTON
4776130006300477000196280545571000
JOHANN JONSSON
3663350120985015480295440195570537969000

Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)

Return ReferenceReturnReferenceExplanationExplanation
Part I, Line 1aEmployee Loring Flint received a temporary housing benefit which was included on the W-2.
Part I, Lines 4a-bSeverence Pat Walters $422,094 SERP Plan Payments J. Knox Singleton $229,900 Richard Magenheimer $88,500 Lewis Pasternak $114,769 Mark Runyon $213,672 Geoffrey Brown $183,387 Patrick Walters $63,314 Ronald Ewald $80,137 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 50, participants are 100% vested and are paid out their remaining balance as a taxable event. Vesting then reverts to a 3 year rolling schedule until year 12. Thereafter, the annual contribution is paid out to the participant each year as a taxable event.

Schedule K IRS990ScheduleK

Form990 Schedule K Part I Form990ScheduleKPartI (4 entries)

Issuer EINIssuerEINCUSIP NumberCUSIPNumberDate IssuedDateIssuedIssue PriceIssuePriceDescription Of PurposeDescriptionOfPurposeDefeasedDefeasedOn Behalf Of IssuerOnBehalfOfIssuerPool FinancingPoolFinancing
Industrial Development Authority of Fairfax County Virginia
541470567303823FM52005-05-12119090000See Part VI000
Industrial Development Authority of Fairfax County Virginia
541470567303823FR42005-05-1271520000See Part VI000
Industrial Development Authority of Fairfax County Virginia
541470567303823GL62009-04-16350414313See Part VI000
Industrial Development Authority of Fairfax County Virginia
541470567303823JH22009-12-1573433655See Part VI000

Form990 Schedule K Part II Form990ScheduleKPartII (4 entries)

Amount RetiredAmountRetiredTotal ProceedsTotalProceedsCapitalized InterestCapitalizedInterestIssuance Costs From ProceedsIssuanceCostsFromProceedsCapital ExpendituresCapitalExpendituresYear Of Subst CompletionYearOfSubstCompletionCurrent RefundingCurrentRefundingAdvance RefundingAdvanceRefundingFinal Allocation MadeFinalAllocationMadeAdequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind
12580000125531544360421736712512647020320070011
47850000715200001072412942920111
1970850003504143134384313690558681011
6410000734336556605391011

Form990 Schedule K Part III Form990ScheduleKPartIII (4 entries)

Owning Bond Financed PropertyOwningBondFinancedPropertyAny Lease ArrangementsAnyLeaseArrangementsMngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprtyEngage Bond Counsel ContractsEngageBondCounselContractsAny Research AgreementsAnyResearchAgreementsEngage Bond Counsel ResearchEngageBondCounselResearchPrcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthersPercentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBITotal Private Business UseTotalPrivateBusinessUsePost Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs
0111110.011000.000000.011001
00000
000110.007000.006000.013001
00000

Form990 Schedule K Part IV Form990ScheduleKPartIV (4 entries)

Form8038 T FiledForm8038TFiledVariable Rate IssueVariableRateIssueHedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecdsBusiness Name Line2NameOfHedgeProvider/BusinessNameLine2Term Of HedgeTermOfHedgeSuperintegrated HedgeSuperintegratedHedgeHedge TerminatedHedgeTerminatedGross Proceeds Invested In GICGrossProceedsInvestedInGICGross Proceeds InvestedGrossProceedsInvestedException To RebateExceptionToRebate
Morgan Stanley
011Capital Services30.00000000000000000
(no name)
010000
(no name)
000000
(no name)
000000
FieldValueIRS element (for citing)
Fed Tax Requirements ComplianceXFedTaxRequirementsCompliance

Form990 Schedule K Part VI Form990ScheduleKPartVI (4 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
Part I, Column EIssue PriceIssue price per Form 8038 for 2005A 124,000,000 Refunded bonds- 2005A to 2011 (4,910,000) Part 1, row A, column E 119,090,000 Issue price per Form 8038 for 2005C 99,400,000 Refunded bonds- 2005C to 2011 (27,880,000) Part 1, row B, column E 71,520,000
Part I, Column FDecription of PurposeBond A 1) Renovate and expand certain portions of Inova Alexandria Hospital (IAH), Inova Fairfax Hospital (IFH), Inova Fair Oaks Hospital (IFOH); 2) Acquire certain capital equipment for use in or in connection with IAH, IFH, IFOH, and Inova Mount Vernon Hospital and renovate any space necessary or incidental to the installation of such equipment; 3) Pay issuance costs for Series 2005 A and B; 4) Refund prior bonds issued by the Industrial Development Authority of Loudoun County, Virginia Hospital Revenue Bonds, Series 1995 issued 10/26/1995 and 2002A issued 6/27/2002, and pay issuance costs of Series 2005D; 5) Refund prior bonds Series 2001A, B, C, and D issued 12/11/2001 Bond B 1) Refund prior bonds -1996A issued 4/18/1996; 2) Pay issuance costs of series 2005C bonds Bond C 1) Refund prior bonds - 2008ABC issued 4/17/08; 2) Pay issuance costs of series 2009A and B bonds; 3) Finance the costs of acquisition, construction, renovation, installation and equipping of the 2009 Projects Bond D 1) Refund prior bonds - 1998A issued 3/10/98; 2) Pay issuance costs of series 2009C bonds Bond E 1) Refund prior bonds - 2009B issued 4/16/2009; 2) Pay issuance costs of series 2010A bonds Bond F 1) Refund prior bonds - 1988A-D issued 8/4/1988; 2000 issued 3/23/2000; 2005A & 2005C issued 5/12/2005
Part 2, Line 3ProceedsPart 2, line 3. 2005A bonds total proceeds 124,000,000 interest income & other deposit 6,441,544 Refunded bonds- 2005A to 2011 (4,910,000) Total 125,531,544 Part 2, line 3. 2010A bonds total proceeds 190,000,000 interest income 1,800,547 Total 191,800,547
Part 2, Line 17The 2010A bond proceeds have not been fully allocated because the money has not been fully spent. Inova does maintain adequate books and records to be able to support the final allocation of proceeds once the money is fully spent.

Schedule K IRS990ScheduleK

Form990 Schedule K Part I Form990ScheduleKPartI (2 entries)

Issuer EINIssuerEINCUSIP NumberCUSIPNumberDate IssuedDateIssuedIssue PriceIssuePriceDescription Of PurposeDescriptionOfPurposeDefeasedDefeasedOn Behalf Of IssuerOnBehalfOfIssuerPool FinancingPoolFinancing
Industrial Development Authority of Fairfax County Virginia
541470567303823JJ82010-03-08190000000See Part VI000
Industrial Development Authority of Fairfax County Virginia
5414705672011-07-2954490000See Part VI000

Form990 Schedule K Part II Form990ScheduleKPartII (2 entries)

Total ProceedsTotalProceedsCapital ExpendituresCapitalExpendituresAmount UnspentAmountUnspentCurrent RefundingCurrentRefundingAdvance RefundingAdvanceRefundingFinal Allocation MadeFinalAllocationMadeAdequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaindAmount RetiredAmountRetired
191800547103521718874759501001
5449000010113027222

Form990 Schedule K Part III Form990ScheduleKPartIII (2 entries)

Owning Bond Financed PropertyOwningBondFinancedPropertyAny Lease ArrangementsAnyLeaseArrangementsMngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprtyAny Research AgreementsAnyResearchAgreementsEngage Bond Counsel ResearchEngageBondCounselResearchPrcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthersPercentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBITotal Private Business UseTotalPrivateBusinessUsePost Issuance Compliance ProcdrsPostIssuanceComplianceProcdrsEngage Bond Counsel ContractsEngageBondCounselContracts
000110.007000.006000.013001
011110.011000.000000.0110011

Form990 Schedule K Part IV Form990ScheduleKPartIV (2 entries)

Form8038 T FiledForm8038TFiledVariable Rate IssueVariableRateIssueHedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecdsGross Proceeds Invested In GICGrossProceedsInvestedInGICGross Proceeds InvestedGrossProceedsInvestedException To RebateExceptionToRebate
010000
000000

Schedule L IRS990ScheduleL

Form990 Schedule L Part IV Form990ScheduleLPartIV (11 entries)

RelationshipRelationshipAmount Of TransactionAmountOfTransactionDescription Of TransactionDescriptionOfTransactionSharing Of RevenuesSharingOfRevenues
Arnold Rosenblatt MD
Trustee102000Contract fees paid to Dr. Rosenblatt to serve as the Inova Mount Vernon Hospital Medical Staff President. The Medical Staff pays $29,500 of this annual amount. Services provided at arm's length and customary rates.0
Arnold Rosenblatt MD
Trustee28698Fees paid to Dr. Rosenblatt for interpretation of EKGs, and treadmills tests. Services provided at arm's length and customary rates.0
Eric Reines MD
Trustee139992Dr. Eric Reines, Trustee, is a partner in Alexandria Infectious Disease. Contract fees paid to the practice for Dr. Reines to serve as the Inova Alexandria Hospital Medical Staff President. The Hospital pays $70,000 of this annual amount and the Medical Staff pays the balance. Services provided at arm's length and customary rates.0
Eric Reines MD
Trustee44014Dr. Eric Reines, Trustee, is a partner in Alexandria Infectious Disease. Fees paid to the practice under the emergency services charity care program. Services provided at arm's length and customary rates.0
(no name)
0
Robert Ahmed MD
Trustee115000Fees paid to Dr. Ahmed to serve as the Inova Fair Oaks Hospital Medical Staff President. Half of this annual amount is paid by the Medical Staff. Services provided at arm's length and customary rates.0
Robert Ahmed MD
Trustee47861Fees paid to Dr. Ahmed for trauma call pay and for participation in the CPOE implementation committee. Services provided at arm's length and customary rates.0
Mary Schmidt
Trustee129167Mary Schmidt, Trustee, fees paid to serve as the Inova Fairfax Hospital / IFH for Children Medical Staff President. The entire amount is paid by the Hospital. Services provided at arm's length and customary rates.0
Mary Schmidt
Trustee319114Mary Schmidt, Trustee, fees Paid to Infectious Disease Physicians. Services provided at arm's length and customary rates.0
Martha Calihan MD
Trustee901773Martha Calihan, MD, Trustee, is a partner in Loudoun Medical Group which leases medical office space from Inova Health System in several locations. Space is leased at commercial terms and at fair market value. Services provided at arm's length and customary rates.0
Lewis Pasternak
Officer52023Nancy Pasternak is wife of key employee Reuven Pasternak. Nancy Pasternak is a contractor providing services to Inova Health System.Services provided at arm's length and customary.0

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (12 entries)

Return ReferenceReturnReferenceExplanationExplanationIdentifierIdentifier
Form 990, Part VI, Section B, line 11The 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 12cYes, 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 15The 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. Compensation for employed physicians is reviewed and approved by the Inova Health System Physician Compensation Committee. The committee is comprised of executive management of the Inova Health System. The Fair Market Value (FMV) compensation is based on four nationally recognized industry physician compensation benchmark surveys (MGMA, AMGA, Sullivan & Cotter, Hay Group). The committee also utilizes independent consultants to provide FMV opinions for positions that are not readily available in the four published benchmark surveys. The consultants' opinions and compensation survey data are presented to the Physician Compensation Committee for review and approval.
Form 990, Part VI, Section C, line 18The Form 1023, 990T and Form 990 is 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 19Inova Health System makes certain information publicly available. Inova's consolidated annual audited financial statements are posted on the Electronic Municipal Market Access's (EMMA) website. In addition, the quarterly financial statements of the Inova entities that are obligated to service the Inova bonds, called the Inova Health System Obligated Group (which represents the vast majority of Inova's financial results), are posted on the EMMA website within 60 days of each quarter-end, except the 4th quarter which is posted within 150 days after year-end along with Inova's fully consolidated annual audited financial statements (mentioned above). 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 VII, COLUMN BTHE FOLLOWING INDIVIDUALS HAVE HOURS PER WEEK WORKED ON RELATED ORGANIZATIONS: J. KNOX SINGLETON, 30 HOURS JOHN GAUL, 26 HOURS RICHARD MAGENHEIMER, 26 HOURS LORING FLINT, 10 HOURS MARK STAUDER, 12 HOURS MARSHALL RUFFIN, 10 HOURS WAYNE DIEWALD, 10 HOURS LEWIS PASTERNAK, 10 HOURS KYLANNE SILVERSTONE, 10 HOURS JOHN NIEDERHUBER, 10 HOURS GREG SHIELDS, 20 HOURS JAMES KIM, 26 HOURS PATRICK WALTERS, 40 HOURS CHRISTOPHER CHIANTELLA, 3 HOURS MARTHA CALIHAN, 4 HOURS AL KHOURY, 3 HOURS CHARLES SMITH, 4 HOURS JACK EBLER, 3 HOURS MARGARET COLON, 3 HOURSHOURS WORKED
Form 990, Part XI, line 5:PARTNERSHIP INCOME -10,837,746. UNREALIZED GAIN ON INTEREST SWAP -11,600,820. CAPITAL RIEMBURSEMENT 1,639,083. EQUITY IN SUBS 8,356,261. DONATED FUNDS 222,789. UNREALIZED GAIN 697,198. PENSION LOSS -14,369,514. OTHER -1,964,647. Total to Form 990, Part XI, Line 5: -27,857,396.Changes in Net Assets or Fund Balances:
PART III, LINE 4aInova Health System utilizes a multifaceted approach to educate and inform patients and the public about Inova's charity care policy. Upon admission to any Inova hospital, nursing home or any visit to outpatient facilities or clinics including emergency departments, Inova has information posted regarding patient rights and responsibilities. In addition, Inova provides information about our charity care program and referrals to Inova financial counselors who assist patients in completing Inova's charity care application. This financial information is reviewed by the Inova Patient Accounts Department with the patient contacted if additional information is required in order to make a determination. The patient is subsequently provided a letter, notifying them as to the level of charity care for which they are qualified (whether it be 100% coverage or a sliding scale payment based upon their income level between 200-300% of the Federal Poverty Guideline). In 2011 IHCS's unreimbursed cost of charity care, including free and discounted services, was $73 million. Medicaid Established under Title XIX of the Social Security Act, this program provides assistance for the medically indigent, including those who cannot pay for care despite being able to afford other living expenses. Also included under this program are the blind, the disabled, and crippled children. The reimbursement that IHCS facilities receive from the Medicaid program routinely falls below the actual cost of services provided. During 2011, IHCS provided care to Medicaid patients at an unreimbursed cost of $52 million. Participation in Governmental Programs for Those Without the Ability to Pay Various government programs provide for the indigent, including Medicaid recipients. These programs provide a percentage of reimbursement for qualifying patients; however, payment is typically below the cost of those services. In addition to federal and state programs, the Inova subsidiaries, including IHCS, work with various County governments and agencies and in providing certain free services to those residents the County identifies as most in need.PROGRAM SERVICE ACCOMPLISHMENTS
PART III, LINE 4DHealthSource HealthSource serves the community as the premier provider of health education and prevention services. Our participants engage in prevention activities, receive quality health education, participate in wellness programs and benefit from care management. As a part of our vision, Healthsource targets the community we serve by holding programs throughout the region in environments that are familiar to and convenient for our clients. Seminars, classes, health fairs and screenings are offered at Inova Health System hospitals, community locations and worksites throughout Northern Virginia and the Greater Metropolitan Washington Area. During 2011, HealthSource served 246,618 participants at 4,200 events. Program highlights include: Influenza Vaccination The Inova HealthSource Fight the Flu Program has provided 35,000 flu shots at 740 immunization clinics so far this year for Inova Health System employees and physicians, employers and the community. The Fight the Flu Program provided over 9,000 flu shots for Fairfax County Public Schools at 184 clinics and 2,500 shots at 15 clinics for Fairfax County Government employees. Additional clinics were held at 386 worksites vaccinating 22,384 employees. With Inova foundation funds, free flu shots were provided for 94 children and teachers at Higher Horizons Head Start Program. The Workplace and Community Programs The Workplace and Community Program served 13,682 participants at 455 events and added 22 new clients. The Care Management Programs provided health coaching in weight management, tobacco cessation, back pain management, fitness, pregnancy and breastfeeding at worksites. Team Up - In January, Inova HealthSource initiated a healthy, fun, team-oriented challenge program for employers. Team Up programs are multi-week competitions that focus on either weigh loss or activity, with over 2,000 participants completing the program. The City of Alexandria Wellness Programprovides development, implementation and evaluation for all City employees. During 2011 provided 84 programs for 4,552 participants. Programs include Know Your Numbers, Choose Your Physician, Team Up to Move, Flu Vaccination, Health Fairs and monthly health/prevention awareness campaigns. The Health Education Program: supporting community wellness through health education HealthSource provided 684 life support classes for 5,810 students at worksites and in the community. Over 400 parents of infants in the NICU received free CPR training Over 2,000 students received advanced life support trainingPROGRAM SERVICE ACCOMPLISHMENTS
PART V, LINE 2Ahe 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.NUMBER OF EMPLOYEES
PART XII, LINE 2B AND 2CThe 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.AUDITED FINANCIAL STATEMENTS
PART XII, LINE 3AThe company is a subsidiary of the Inova Health System, a not-for-profit integrated health care delivery system serving Northern Virginia and surrounding areas. The company 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.A-133 AUDIT

Schedule R IRS990ScheduleR

Form990 Schedule R Part I Form990ScheduleRPartI (2 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesLegal Domicile StateLegalDomicileStateTotal IncomeTotalIncomeEOY AssetsEOYAssetsDirect Controlling Entity NADirectControllingEntityNA
INOVA CAP LLC
8110 GATEHOUSE ROADFALLS CHURCHVA22042270927074INSURANCE CAPTIVEVA284756671062498N/A
SPRINGFIELD HEALTHPLEX CONDOMINIUM DEVELOPMENT LLC
8110 GATEHOUSE ROADFALLS CHURCHVA22042274533736REAL ESTATEVA57980686047702

Form990 Schedule R Part II Form990ScheduleRPartII (18 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesLegal Domicile StateLegalDomicileStateExempt Code SectionExemptCodeSectionPublic Charity StatusPublicCharityStatusDirect Controlling Entity NADirectControllingEntityNAControlled OrgControlledOrg
INOVA HEALTH SYSTEM FOUNDATION
8110 GATEHOUSE ROAD SUITE 400WFALLS CHURCHVA22042541071867FUNDRAISINGVA501(C)(3)11,IIIN/A0
INOVA VNA HOME CARE
8110 GATEHOUSE ROAD SUITE 400WFALLS CHURCHVA22042541277164HOME CARE SERVICESVA501(C)(3)9N/A0
INOVA HEALTH SYSTEM SERVICES
8110 GATEHOUSE ROAD SUITE 400WFALLS CHURCHVA22042541434144NURSING HOMESVA501(C)(3)9N/A0
IMANCO INC
8110 GATEHOUSE ROAD SUITE 400WFALLS CHURCHVA22042541340725PAYROLL CORPORATIONVA501(C)(3)11, IN/A0
INOVA ALEXANDRIA HEALTH SERVICES CORPORATION
8110 GATEHOUSE ROAD SUITE 400WFALLS CHURCHVA22042521356573INACTIVE CORPORATIONVA501(C)(3)11,IN/A0
INOVA PHYSICAL REHABILITATION SERVICES
8110 GATEHOUSE ROAD SUITE 400WFALLS CHURCHVA22042541692089REHABILITATION SERVICESVA501(C)(3)9N/A0
INOVA ALEXANDRIA HOSPITAL
8110 GATEHOUSE ROAD SUITE 400WFALLS CHURCHVA22042540505861HOSPITALVA501(C)(3)3N/A0
INOVA MEDICAL FOUNDATION
8110 GATEHOUSE ROAD SUITE 400WFALLS CHURCHVA22042541716343MANAGED CARE INACTIVEVA501(C)(3)11, IN/A0
UMC HOLDINGS INC
8110 GATEHOUSE ROAD SUITE 400WFALLS CHURCHVA22042541390795URGENT CARE SERVICESVA501(C)(3)9N/A0
INOVA EMPLOYEE ASSISTANACE
8110 GATEHOUSE ROAD SUITE 400WFALLS CHURCHVA22042541916699EMPLOYEE SERVICESVA501(C)(3)11, IN/A0
ALEXANDRIA COMMUNITY HEALTHCARE GROUP
8110 GATEHOUSE ROAD SUITE 400WFALLS CHURCHVA22042541444341INACTIVE CORPORATIONVA501(C)(3)11, IN/A0
ALEXANDRIA HOSPITAL FOUNDATION
8110 GATEHOUSE ROAD SUITE 400WFALLS CHURCHVA22042510241913FUNDRAISINGVA501(C)(3)11, IN/A0
LOUDOUN HOSPITAL CENTER
8110 GATEHOUSE ROAD SUITE 400WFALLS CHURCHVA22042540525802HOSPITALVA501(C)(3)3N/A0
LOUDOUN NURSING AND REHABILITATION CENTER
8110 GATEHOUSE ROAD SUITE 400WFALLS CHURCHVA22042541361310REHABILITATION SERVICESVA501(C)(3)9N/A0
LOUDOUN HEALTH SERVICES
8110 GATEHOUSE ROAD SUITE 400WFALLS CHURCHVA22042541555489SURGERY CENTERVA501(C)(3)9N/A0
LOUDOUN HEALTHCARE FOUNDATION
8110 GATEHOUSE ROAD SUITE 400WFALLS CHURCHVA22042542011240FUNDRAISINGVA501(C)(3)11, IN/A0
LOUDOUN HEALTHCARE INC
8110 GATEHOUSE ROAD SUITE 400WFALLS CHURCHVA22042541361309INACTIVE CORPORATIONVA501(C)(3)11, IN/A0
LHI PROPERTIES INC
8110 GATEHOUSE ROAD SUITE 400WFALLS CHURCHVA22042541651315INACTIVE CORPORATIONVA501(C)(3)11, IN/A0

Form990 Schedule R Part III Form990ScheduleRPartIII (6 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivityPrimaryActivityLegal Domicile StateLegalDomicileStateDirect Controlling Entity NADirectControllingEntityNAPredominant Income TypePredominantIncomeTypeShare Of Total IncomeShareOfTotalIncomeShare Of EOY AssetsShareOfEOYAssetsDisproportionate AllocationsDisproportionateAllocationsGeneral Or Managing PartnerGeneralOrManagingPartnerPercentage OwnershipPercentageOwnership
TECHNICAL DYNAMICS LLC
8110 GATEHOUSE ROAD SUITE 400WFALLS CHURCHVA22042432041666EQUIPMENT REPAIRSVAN/ARELATED16312259902010.67220
INOVA WOODBURN SURGERY CENTER LLC
8110 GATEHOUSE ROAD SUITE 400WFALLS CHURCHVA22042262295023SURGERY CENTERVAN/ARELATED850642114713010.75400
NORTHERN VIRGINIA SURGERY CENTER
8110 GATEHOUSE ROAD SUITE 400WFALLS CHURCHVA22042203502477SURGERY CENTERVAN/ARELATED18589203391252010.60000
FRANCONIA-SPRINGFIELD SURGERY CENTER LLC
8110 GATEHOUSE ROAD SUITE 400WFALLS CHURCHVA22042542018390SURGERY CENTERVAN/ARELATED22925661410746010.60400
POTOMAC INOVA HEALTHCARE ALLIANCE LLC
8110 GATEHOUSE ROAD SUITE 400WFALLS CHURCHVA22042541802733RADIATION ONCOLOGYVAN/ARELATED8164972691601010.50000
INOVA RESTON MRI CENTER LLC
2722 MERRILEE DRIVE SUITE 230FAIRFAXVA22031264587374MRI SERVICESVAN/ARELATED40861422544699010.65000
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents Royalties0ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org0GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org1GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org0LoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other Org0SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org0PurchaseOfAssetsFromOtherOrg
Exchange Of Assets0ExchangeOfAssets
Rental Of Facilities To Other Orgs0RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs0RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs0PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs1PerformOfServicesByOtherOrgs
Sharing Of Facilities0SharingOfFacilities
Sharing Of Paid Employees0SharingOfPaidEmployees
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrg
Other Transfer To Other Org1OtherTransferToOtherOrg
Other Transfer From Other Org0OtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable (3 entries)

Transaction TypeTransactionTypeAmount InvolvedAmountInvolvedMethod Of Amt DeterminationMethodOfAmtDetermination
INOVA HEALTH SYSTEM FOUNDATION
C3769427GENERAL LEDGER
INOVA HEALTH SYSTEM FOUNDATION - CASH SWEEP ACCOUNT
Q91826350INTERCOMPANY BALANCE
INOVA HEALTH SYSTEM FOUNDATION
L4861462GENERAL LEDGER