VALLEY WELLNESS CENTER INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- VALLEY WELLNESS CENTER INC (EIN 52-1309257)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-14
- IRS object ID
- 201213199349305246
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-14T16:15:02-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521309257 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VALLEY WELLNESS CENTER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | VALL | NameControl |
| Phone | 5404346224 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 STONE SPRING ROAD | AddressLine1 |
| City | HARRISONBURG | City |
| State | VA | State |
| ZIP Code | 228011087 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | J MICHAEL BURRIS | Name |
| Title | CFO | Title |
| Phone | 5404346224 | Phone |
| Date Signed | 2012-11-14 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
Doing Business As DoingBusinessAs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RMH WELLNESS CENTER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | J MICHAEL BURRIS | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2010 HEALTH CAMPUS DR | AddressLine1 |
| City | HARRISONBURG | City |
| State | VA | State |
| ZIP Code | 22801 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 3033631 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | N/A | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1990 | YearFormation |
| State Legal Domicile | VA | StateLegalDomicile |
| Activity Or Mission Description | TO PROVIDE PREVENTIVE HEALTH CARE AND REHABILITATION SERVICES. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 11 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 6 | NbrIndependentVotingMembers |
| Total Nbr Employees | 168 | TotalNbrEmployees |
| Total Nbr Volunteers | 1 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 2705727 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 2878589 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -29095 | InvestmentIncomePriorYear |
| Investment Income Current Year | 0 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 170504 | OtherRevenuePriorYear |
| Other Revenue Current Year | 155042 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 2847136 | TotalRevenuePriorYear |
| Total Revenue Current Year | 3033631 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 1445157 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1526531 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 903113 | OtherExpensePriorYear |
| Other Expenses Current Year | 705190 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 2348270 | TotalExpensesPriorYear |
| Total Expenses Current Year | 2231721 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 498866 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 801910 | RevenuesLessExpensesCY |
| Total Assets BOY | 8266517 | TotalAssetsBOY |
| Total Assets EOY | 8529154 | TotalAssetsEOY |
| Total Liabilities BOY | 103303 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 92260 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 8163214 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 8436894 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | NONE | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 2116223 | Expense |
| Revenue | 3025895 | Revenue |
| Description | HEALTH AND WELLNESS FACILITY PROVIDING A MEDICAL BASED APPROACH TO PHYSICAL FITNESS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 10364 | Expense |
| Description | FAMILY SWIM - AS PART OF RMHWC MEMBERSHIP BENEFITS, WELLNESS CENTER MEMBERS MAY BRING UP TO TWO GUESTS PER ACCOUNT TO THE CENTER'S AQUATICS AREA FROM NOON-3 P.M. ON SATURDAYS AND 1-4 P.M. ON SUNDAYS. FAMILY SWIM CONTINUES TO REPRESENT THE SINGLE LARGEST SOURCE OF COMMUNITY OUTREACH IN TERMS OF STAFF TIME AND EQUIVALENT FINANCIAL VALUE. THE PROGRAM ACCOMMODATES THE NEEDS AND INTERESTS OF BOTH YOUTH AND ADULTS AND IS HEAVILY SUBSCRIBED. 872 SERVED IN 2011. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 4276 | Expense |
| Description | DONATED INCENTIVES - PERIODICALLY RMHWC INCENTIVES WILL BE DONATED TO SUPPORT VARIOUS PHILANTHROPIC CAUSES WHOSE MISSION IS RELATED TO HEALTH IMPROVEMENT AND EDUCATION. | Description |
Activity Other ActivityOther (4 entries)
| ExpenseExpense | DescriptionDescription |
|---|---|
| 2483 | TOURS - ELEMENTARY AND COLLEGE AGES 5-22 ARE HOSTED BY RMHWC STAFF AS PART OF FIELD TRIPS FOR VARIOUS SCHOOLS AND COMMUNITY YOUTH GROUPS. THE TOURS INCLUDE 15-20 MINUTE NUTRITION EDUCATION LECTURE, 20 MINUTE EXERCISE SESSION, TOUR OF AQUATICS AND WATER SAFETY INFORMATION AND TOUR OF CENTER. 313 PARTICIPATED IN 2011. |
| 1351 | HEALTH FAIRS AND SCREENINGS - RMHWC DISSEMINATES RELEVANT HEALTH AND WELLNESS INFORMATION AT VARIOUS OFFSITE EVENTS/LOCATIONS. ALSO INCLUDED ARE BLOOD PRESSURE, BODY COMPOSITION AND CARDIAC RISK SCREENINGS. |
| 497 | SEMINARS AND CLASSES - WELLNESS CENTER STAFF ARE OFTEN REQUESTED TO GIVE TALKS, SEMINARS, AND EXERCISE CLASSES ON VARIOUS HEALTH-RELATED TOPICS TO A VARIETY OF COMMUNITY GROUPS. |
| 357 | STRIDE INSIDE - RMHWC PROVIDES CONFERENCE ROOM SPACE, REFRESHMENTS, AND ACCESS TO THE TRACK FOR SAFE INDOOR WALKING ONE DAY PER MONTH FOR THE SENIOR ADVANTAGE STRIDE INSIDE PROGRAM. RMHWC ALSO PROVIDES SOME PROGRAMS SUCH AS EXERCISE SESSIONS AND HEALTH LECTURES SOME MONTHS. 51 SERVED IN 2011. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 4688 | TotalOfOtherProgramServiceExp |
| Total Program Service Expense | 2135551 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Info In Schedule O Part V | X | InfoInScheduleOPartV |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 168 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 11 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 6 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 1 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VALLEY WELLNESS CENTER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 5404346224 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 STONE SPRING ROAD | AddressLine1 |
| City | HARRISONBURG | City |
| State | VA | State |
| ZIP Code | 228011087 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (22 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| W CARLTON BANKS | ||||||
| VICE CHAIR (THRU 4/2011)/DIRECTOR | 0.20 | X | X | 0 | 0 | 0 |
| A JERRY BENSON | ||||||
| DIRECTOR (THRU 4/2011) | 0.20 | X | 0 | 0 | 0 | |
| DAVID L BERND | ||||||
| DIRECTOR (AS OF 5/2011) | 0.20 | X | 0 | 3838264 | 743146 | |
| LAWRENCE D BOWERS JR | ||||||
| DIRECTOR (THRU 4/2011) | 0.20 | X | 0 | 0 | 0 | |
| MENSEL D DEAN JR | ||||||
| CHAIRMAN (THRU 4/2011)/DIRECTOR | 0.20 | X | X | 0 | 0 | 0 |
| DOUGLAS G DRIVER | ||||||
| DIRECTOR (THRU 4/2011) | 0.20 | X | 0 | 0 | 0 | |
| JOSEPH K FUNKHOUSER II | ||||||
| DIRECTOR | 0.20 | X | 0 | 0 | 0 | |
| C WAYNE GATES MD | ||||||
| DIRECTOR (THRU 4/2011) | 0.20 | X | 0 | 0 | 0 | |
| ANN E C HOMAN | ||||||
| CHAIRMAN (AS OF 5/12011)/DIRECTOR | 0.20 | X | X | 0 | 0 | 0 |
| ALDEN L HOSTETTER MD | ||||||
| DIRECTOR | 0.20 | X | 0 | 0 | 0 | |
| ELMER E KENNEL MD | ||||||
| DIRECTOR | 0.20 | X | 0 | 0 | 0 | |
| HOWARD P KERN | ||||||
| VICE CHAIR/DIRECTOR (AS OF 5/2011) | 0.20 | X | X | 0 | 1612156 | 910858 |
| KENNETH M KRAKAUR | ||||||
| DIRECTOR (AS OF 5/2011) | 0.20 | X | 0 | 1003009 | 184819 | |
| ALLON H LEFEVER | ||||||
| DIRECTOR | 0.20 | X | 0 | 0 | 0 | |
| W NEAL MENEFEE | ||||||
| DIRECTOR (THRU 4/2011) | 0.20 | X | 0 | 0 | 0 | |
| JAMES R MESSNER | ||||||
| SECRETARY/DIRECTOR | 0.20 | X | X | 0 | 0 | 0 |
| GEORGE W PACE | ||||||
| DIRECTOR (THRU 4/2011) | 0.20 | X | 0 | 0 | 0 | |
| STEWART G POLLOCK MD | ||||||
| DIRECTOR (THRU 4/2011) | 0.20 | X | 0 | 0 | 0 | |
| BARBARA B STOLTZFUS | ||||||
| DIRECTOR (THRU 4/2011) | 0.20 | X | 0 | 0 | 0 | |
| MICHAEL R KING | ||||||
| TREASURER | 0.20 | X | 0 | 336324 | 80969 | |
| JAMES D KRAUSS | ||||||
| PRESIDENT/ASST TREAS(THRU 4/2011) | 0.20 | X | 0 | 633239 | 121323 | |
| P RICHARD PIERCE | ||||||
| VICE PRESIDENT (THRU 4/2011) | 0.20 | X | 0 | 248120 | 178018 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 7671112 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 2219133 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| MEMBERSHIP FEES | 713940 | 2311319 | 2311319 |
| PROGRAM FEES | 713940 | 441742 | 441742 |
| EXTERNAL MANAGEMENT SE | 713940 | 97890 | 97890 |
| OTHER FEES | 713940 | 27638 | 27638 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 2878589 | TotalProgramServiceRevenue |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 150953 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 150953 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 150953 | TotalRevenueColumn |
| Related Or Exempt Function Income | 147306 | RelatedOrExemptFunctionIncome |
| Exclusion | $3,647 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS OTHER RE | Description |
| Business Code | 713940 | BusinessCode |
| Total Revenue Column | 4089 | TotalRevenueColumn |
| Exclusion | $4,089 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 4089 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3033631 | TotalRevenueColumn |
| Related Or Exempt Function Income | 3025895 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $7,736 | ExclusionAmount |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1302316 | Total |
| Program Services | 1302316 | ProgramServices |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15649 | Total |
| Program Services | 15649 | ProgramServices |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 108659 | Total |
| Program Services | 108659 | ProgramServices |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 99907 | Total |
| Program Services | 99907 | ProgramServices |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3390 | Total |
| Management And General | 3390 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32973 | Total |
| Program Services | 32952 | ProgramServices |
| Management And General | 21 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 107511 | Total |
| Program Services | 83789 | ProgramServices |
| Management And General | 23722 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 238916 | Total |
| Program Services | 238916 | ProgramServices |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3073 | Total |
| Program Services | 3073 | ProgramServices |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1779 | Total |
| Program Services | 50 | ProgramServices |
| Management And General | 1729 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 147277 | Total |
| Program Services | 147277 | ProgramServices |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| PURCHASED SERVICES | 67278 | 61536 | 5742 |
| TAXES & LICENSES | 50096 | 50096 | |
| BAD DEBTS | 20376 | 20376 | |
| MEDICAL SUPPLIES | 20118 | 20118 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12403 | Total |
| Program Services | 933 | ProgramServices |
| Management And General | 11470 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2231721 | Total |
| Program Services | 2135551 | ProgramServices |
| Management And General | 96170 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 56368 | BOY |
| EOY | 96121 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 49295 | BOY |
| EOY | 60147 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4054 | BOY |
| EOY | 4922 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1575 | BOY |
| EOY | 10766 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 3923281 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 61658 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4750018 | BOY |
| EOY | 3861623 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3405207 | BOY |
| EOY | 4495575 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8266517 | BOY |
| EOY | 8529154 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26784 | BOY |
| EOY | 28684 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 76519 | BOY |
| EOY | 63576 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 103303 | BOY |
| EOY | 92260 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8163214 | BOY |
| EOY | 8436894 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8163214 | BOY |
| EOY | 8436894 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8266517 | BOY |
| EOY | 8529154 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 801910 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -528230 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2557768 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2663215 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2627892 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2689828 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2882678 | CurrentTaxYear |
| Total | 13421381 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2557768 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2663215 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2627892 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2689828 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2882678 | CurrentTaxYear |
| Total | 13421381 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 13421381 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 178869 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 190809 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 148330 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 152609 | CurrentTaxYearMinus1Year |
| Current Tax Year | 150953 | CurrentTaxYear |
| Total | 821570 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 178869 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 190809 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 148330 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 152609 | CurrentTaxYearMinus1Year |
| Current Tax Year | 150953 | CurrentTaxYear |
| Total | 821570 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 15343 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 16052 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 15996 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 17896 | CurrentTaxYearMinus1Year |
| Total | 65287 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2751980 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2870076 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2792218 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2860333 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3033631 | CurrentTaxYear |
| Total | 14308238 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.93800 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.93230 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.05740 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.06180 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule D IRS990ScheduleD
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2510122 | OtherCostOrOtherBasis |
| Book Value | 2510122 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1064996 | OtherCostOrOtherBasis |
| Depreciation | 21515 | Depreciation |
| Book Value | 1043481 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 335743 | OtherCostOrOtherBasis |
| Depreciation | 38763 | Depreciation |
| Book Value | 296980 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 12420 | OtherCostOrOtherBasis |
| Depreciation | 1380 | Depreciation |
| Book Value | 11040 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 3861623 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DUE FROM ROCKINGHAM MEMORIAL HOSPITAL | Description |
| Book Value | 4495575 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 4495575 | TotalBookValueOtherAssets |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 1 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (6 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DAVID L BERND | |||||||||||||
| 0 | 1060556 | 0 | 1541673 | 0 | 1236035 | 0 | 718589 | 0 | 24557 | 0 | 4581410 | 0 | 0 |
| HOWARD P KERN | |||||||||||||
| 0 | 726289 | 0 | 868885 | 0 | 16982 | 0 | 888823 | 0 | 22035 | 0 | 2523014 | 0 | 0 |
| KENNETH M KRAKAUR | |||||||||||||
| 0 | 453890 | 0 | 457834 | 0 | 91285 | 0 | 159233 | 0 | 25586 | 0 | 1187828 | 0 | 7755 |
| MICHAEL R KING | |||||||||||||
| 0 | 252679 | 0 | 29700 | 0 | 53945 | 0 | 54859 | 0 | 26110 | 0 | 417293 | 0 | 0 |
| JAMES D KRAUSS | |||||||||||||
| 0 | 480386 | 0 | 41400 | 0 | 111453 | 0 | 94814 | 0 | 26509 | 0 | 754562 | 0 | 0 |
| P RICHARD PIERCE | |||||||||||||
| 0 | 71427 | 0 | 30764 | 0 | 145929 | 0 | 170141 | 0 | 7877 | 0 | 426138 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| PART I, LINE 3 | ROCKINGHAM MEMORIAL HOSPITAL, THE 501(C)(3) SOLE MEMBER OF THE ORGANIZATION EFFECTIVE MAY 1, 2011, ESTABLISHED THE COMPENSATION OF THE ORGANIZATION'S TOP MANAGEMENT OFFICIAL THROUGH THE USE OF A COMPENSATION COMMITTEE, AN INDEPENDENT COMPENSATION CONSULTANT, FORM 990 OF OTHER ORGANIZATIONS, A WRITTEN EMPLOYMENT CONTRACT, A COMPENSATION STUDY, AND APPROVAL BY ITS BOARD OF DIRECTORS. |
| PART I, LINES 4A-B | RECEIVED SEVERANCE PAYMENT AND/OR SUPPLEMENTAL NQ RETIREMENT P. RICHARD PIERCE, VICE PRESIDENT THROUGH 4/2011, RECEIVED $128,436 IN COMPENSATION RELATED TO HIS SEPARATION FROM SERVICE. THIS AMOUNT HAS BEEN INCLUDED IN COLUMN (B)(III) OF SCHEDULE J, PART II. HOWARD KERN PARTICIPATES IN THE SENTARA SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN. PARTICIPATION IN THE PLAN IS LIMITED TO SELECT INDIVIDUALS AS APPROVED BY SENTARA HEALTHCARE'S BOARD OF DIRECTOR'S COMPENSATION COMMITTEE. THE PLAN IS CURRENTLY CLOSED TO ADDITIONAL MEMBERS. VESTING OCCURS UPON THE COMPLETION OF A TWO YEAR NON-COMPETE PERIOD FOLLOWING TERMINATION AFTER EARLY RETIREMENT DATE OR UPON DEATH. EARLY RETIREMENT DATE IS WHEN THE EXECUTIVE OBTAINS AT LEAST AGE 55 AND HAS 10 YEARS OF SERVICE AND BENEFITS ARE FORFEITED IF PARTICIPANT LEAVES PRIOR TO AGE 55 WITH 10 YEARS OF SERVICE. DAVID BERND PARTICIPATES IN AN INDIVIDUAL SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN. VESTING OCCURS EACH DECEMBER 31 AND THE PRESENT VALUE OF THE ADDITIONAL ACCRUAL IS DISTRIBUTED IN A TAXABLE LUMP SUM. FOR 2011, MR. BERND RECEIVED A TOTAL LUMP SUM DISTRIBUTION OF $1,192,399. THIS AMOUNT HAS BEEN REPORTED IN COLUMN(B)(III) OF SCHEDULE J, PART II. DAVID BERND AND HOWARD KERN PARTICIPATE IN THE SENTARA OPTION PLAN FOR EXECUTIVES. THIS PLAN IS UNRELATED TO "EQUITY" OF THE EMPLOYER. PARTICIPATION IS LIMITED TO SELECT INDIVIDUALS AS APPROVED BY SENTARA HEALTHCARE'S BOARD OF DIRECTOR'S COMPENSATION COMMITTEE. VESTING IS DETERMINED BY THE GOVERNING BOARD OF SENTARA HEALTHCARE AND IS SEPARATELY STATED IN EACH PARTICIPANT'S OPTION AGREEMENT. THERE WERE NO OPTIONS GRANTED AFTER 2002. DAVID BERND, HOWARD KERN, AND KENNETH KRAKAUR PARTICIPATE IN THE SENTARA CAPITAL ACCUMULATION ACCOUNT PLAN. PARTICIPATION IS LIMITED TO A SELECT GROUP OF CORPORATE EXECUTIVES AS APPROVED BY SENTARA HEALTHCARE'S BOARD OF DIRECTOR'S COMPENSATION COMMITTEE. TERMS OF THE PLAN CHANGED EFFECTIVE JANUARY 1, 2009, WHEREBY VESTING OF CONTRIBUTIONS MADE ON OR AFTER THAT DATE NOW OCCURS ON THE EARLIER OF FIVE YEARS FOR EACH YEARS' CONTRIBUTIONS OR AGE 55 WITH 10 YEARS OF SERVICE. UNDER THE OLD TERMS, VESTING OF CONTRIBUTIONS MADE PRIOR TO JANUARY 1, 2009 OCCURS ON THE EARLIEST OF ASSIGNED DISTRIBUTION DATE, DEATH, INVOLUNTARY TERMINATION WITHOUT CAUSE OR COMPLETION OF TWO-YEAR NON-COMPETE AFTER VOLUNTARY TERMINATION (REGARDLESS OF ORIGINAL ASSIGNED DISTRIBUTION DATE). DURING 2011, KENNETH KRAKAUR RECEIVED $71,345 IN VESTED DISTRIBUTIONS UNDER THE PLAN. THIS AMOUNT HAS BEEN REPORTED IN COLUMN(B)(III) OF SCHEDULE J, PART II. SENTARA HEALTHCARE OWNED A SPOUSAL SURVIVOR SPLIT-DOLLAR LIFE INSURANCE POLICY FOR KENNETH KRAKAUR. THE SPLIT DOLLAR PLAN PROVIDES FOR TRANSFER OF THE POLICY TO THE PARTICIPANT UPON CERTAIN EVENTS. AT TRANSFER (OR THE PARTICIPANT'S DEATH), THE ORGANIZATION RECOVERS THE PREMIUMS THAT IT HAS PAID. DURING 2011, THE SPOUSAL SURVIVOR SPLIT-DOLLAR LIFE INSURANCE POLICY FOR KENNETH KRAKAUR WAS SURRENDERED. THE POLICY VALUE REMAINING AFTER REDUCTION FOR CORPORATE RECOVERY OF PREMIUMS AND AFTER TAX ART AMOUNTS WAS $10,147. THIS AMOUNT WAS TREATED AS ADDITIONAL TAXABLE COMPENSATION AND HAS BEEN REPORTED IN COLUMN(B)(III) OF SCHEDULE J PART II. JAMES KRAUSS AND MIKE KING PARTICIPATE IN ROCKINGHAM MEMORIAL HOSPITAL'S SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN. PARTICIPATION IS LIMITED TO THE HOSPITAL'S CEO, CMO, COO, AND CFO POSITIONS. THE PLAN IS A DEFINED CONTRIBUTION PLAN WITH ANNUAL CONTRIBUTIONS EQUAL TO A FIXED PERCENT OF TOTAL COMPENSATION. THE FIXED PERCENT IS SET AT PLAN ENTRY AND NEVER ADJUSTED REGARDLESS OF WHETHER OR NOT ASSUMPTIONS ARE REALIZED. CONTRIBUTIONS ARE MADE AT THE END OF THE PLAN YEAR TO ACTIVE EXECUTIVES (NOT PAID IF SEPARATION OF SERVICE DURING YEAR.) DURING 2011, DISTRIBUTIONS UNDER THE PLAN WERE AS FOLLOWS: JAMES KRAUSS ($95,266); MIKE KING ($44,633). THESE AMOUNTS HAVE BEEN REPORTED IN COLUMN(B)(III) OF SCHEDULE J, PART II. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (15 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART V, LINE 1A: FORM 1096 | THE 501(C)(3) SOLE MEMBER OF THE ORGANIZATION, ROCKINGHAM MEMORIAL HOSPITAL, MAINTAINS AN AGENCY RELATIONSHIP WITH THE ORGANIZATION AND ISSUES ALL 1099S ON ITS BEHALF. THE NUMBER OF THE 1099S ATTRIBUTABLE TO THE ORGANIZATION CANNOT BE DETERMINED; AS SOME OF THE 1099S ISSUED BY THE AGENT ARE ATTRIBUTABLE TO MORE THAN ONE ENTITY, AND THERE IS NO REPORTING MECHANISM TO DETERMINE 1099'S ATTRIBUTABLE SOLELY TO THE ORGANIZATION. | |
| FORM 990, PART I LINE 5 AND PART V LINE 2A | THE 501(C)(3) SOLE MEMBER OF THE ORGANIZATION, ROCKINGHAM MEMORIAL HOSPITAL, ACTS AS COMMON PAY AGENT FOR THE ORGANIZATION AND ISSUES ALL FORM W-2S ON ITS BEHALF. SINCE THE AGENT HAS NO REPORTING MECHANISM TO DETERMINE W-2S ATTRIBUTABLE SOLELY TO THE ORGANIZATION, THE NUMBER REPORTED APPROXIMATES THE NUMBER OF W-2S ISSUED BY THE AGENT ON BEHALF OF THE ORGANIZATION. | |
| FORM 990, PART VI, SECTION A, LINE 2 | BUSINESS OR FAMILY RELATIONSHIP OF OFFICERS, DIRECTORS, ETC. DAVID BERND AND HOWARD KERN HAVE A BUSINESS RELATIONSHIP THROUGH COMMON OWNERSHIP OF AN ENTITY UNRELATED TO THE ORGANIZATION. THE ORGANIZATION'S OFFICERS AND DIRECTORS SERVED TOGETHER ON THE BOARDS OF OTHER TAXABLE ORGANIZATIONS WITHIN THE SENTARA HEALTHCARE SYSTEM ("THE SYSTEM"), AS WELL AS JOINT VENTURES IN WHICH THE SYSTEM HAD AN OWNERSHIP INTEREST. SEE SCHEDULE R FOR A LISTING OF SUCH ENTITIES. | |
| FORM 990, PART VI, SECTION A, LINE 4 | SIGNIFICANT CHANGES MADE TO GOVERNING DOCUMENTS ON DECEMBER 6, 2010, ROCKINGHAM MEMORIAL HOSPITAL ("RMH"), A 501(C)(3) AFFILIATE, REPLACED ROCKINGHAM HEALTH CARE, INC. ("RHC") AS SOLE MEMBER OF THE ORGANIZATION. THE MEMBER CHANGE OCCURRED IN ACCORDANCE WITH AN AFFILIATION AGREEMENT AMONG RHC, RMH, AND SENTARA HEALTHCARE, A 501(C)(3) ORGANIZATION ("SENTARA"), WHEREBY SENTARA REPLACED RHC AS THE SOLE MEMBER OF RMH. AS A RESULT OF THE AFFILIATION, THE ORGANIZING AND GOVERNING DOCUMENTS OF THE ORGANIZATION WERE CHANGED IN THE FOLLOWING MANNER: ---RHC REPLACED RMH AS SOLE MEMBER OF THE ORGANIZATION. ---UPON ANY LIQUIDATION OR DISSOLUTION OF THE ORGANIZATION, ITS REMAINING ASSETS SHALL BE DISTRIBUTED TO RMH. | |
| FORM 990, PART VI, SECTION A, LINE 6 | EXPLANATION OF CLASSES OF MEMBERS OR SHAREHOLDERS THE ORGANIZATION HAD ONE CLASS OF MEMBER. EFFECTIVE MAY 1, 2011, THE SOLE MEMBER WAS ROCKINGHAM MEMORIAL HOSPITAL, A VIRGINIA NONSTOCK CORPORATION DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION'S SOLE MEMBER PRIOR TO MAY 1, 2011, WAS ROCKINGHAM HEALTH CARE, INC., A VIRGINIA NONSTOCK CORPORATION DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. | |
| FORM 990, PART VI, SECTION A, LINE 7A | HOW MEMBERS OR SHAREHOLDERS ELECT GOVERNING BODY PRIOR TO MAY 1, 2011, THE DATE OF AFFILIATION WITH THE SENTARA HEALTHCARE SYSTEM, MEMBERS OF THE GOVERNING BODY WERE ELECTED BY THE ORGANIZATION'S FORMER SOLE MEMBER, ROCKINGHAM HEALTH CARE, INC. EFFECTIVE MAY 1, 2011, ROCKINGHAM MEMORIAL HOSPITAL REPLACED ROCKINGHAM HEALTH CARE, INC. AS SOLE MEMBER OF THE ORGANIZATION AND APPOINTED MEMBERS OF THE GOVERNING BODY IN ACCORDANCE WITH THE AFFILIATION AGREEMENT. | |
| FORM 990, PART VI, SECTION A, LINE 7B | DECISIONS OF GOVERNING BODY APPROVAL BY MEMBERS OR SHAREHOLDERS THE ORGANIZATION MAY NOT TAKE OR ALLOW ANY OF THE FOLLOWING GOVERNANCE ACTIONS WITHOUT THE CONSENT OF SENTARA HEALTHCARE, THE 501(C)(3) SOLE MEMBER OF ROCKINGHAM MEMORIAL HOSPITAL: APPROVAL OR ADOPTION OF ANY PLAN OF MERGER OR CONSOLIDATION, ANY SALE, LEASE, EXCHANGE, MORTGAGE, PLEDGE OR OTHER DISPOSITION OF ALL, OR SUBSTANTIALLY ALL, THE PROPERTY AND ASSETS OF THE ORGANIZATION, THE VOLUNTARY DISSOLUTION OR LIQUIDATION OF THE ORGANIZATION, REVOCATION OF AN SUCH VOLUNTARY DISSOLUTION PROCEEDINGS, OR ANY DECISION TO FILE A PETITION REQUESTING OR CONSENTING TO AN ORDER FOR RELIEF UNDER THE FEDERAL BANKRUPTCY LAWS OR SIMILAR STATE LAWS FOR THE ORGANIZATION; ELECTION OF NEW BOARD MEMBERS; OR AMENDMENT, RESTATEMENT OR REPEAL OF ANY ORGANIZING OR ENABLING DOCUMENTS OR BYLAWS. THE APPROVAL OF THE SOLE MEMBER IS ALSO REQUIRED FOR CERTAIN OPERATIONAL ACTIONS, AS OUTLINED IN THE ORGANIZATION'S BYLAWS. SUCH ACTIONS INCLUDE, BUT ARE NOT LIMITED TO, APPROVAL OF STRATEGIC PLANS AND ANNUAL OPERATING AND CAPITAL BUDGETS; TRANSACTIONS WITH INTERESTED PERSONS; CREATION OR ACQUISITION OF SUBSIDIARIES OR INTERESTS IN WHICH THE ORGANIZATION WILL BE A MEMBER; ENTRANCE INTO JOINT VENTURE OR OTHER SIMILAR ARRANGEMENTS; EMPLOYMENT MATTERS CONCERNING THE ORGANIZATION'S PRESIDENT; UNBUDGETED CAPITAL EXPENDITURES OR INDEBTEDNESS OVER SPECIFIED DOLLAR AMOUNTS; AND THE COMMENCEMENT OR SETTLEMENT OF LITIGATION. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE ORGANIZATION WAS PART OF THE SENTARA HEALTHCARE SYSTEM ("THE SYSTEM"), AND AS SUCH, USED THE SYSTEM'S IN-HOUSE TAX DEPARTMENT, HEADED BY A LICENSED CERTIFIED PUBLIC ACCOUNTANT, TO BOTH PREPARE AND REVIEW ITS FORM 990. DURING THE PREPARATION AND REVIEW PROCESS, THE TAX DEPARTMENT WORKED CLOSELY WITH THE ORGANIZATION AND OTHER SYSTEM DEPARTMENTS, SUCH AS LEGAL, COMPENSATION AND BENEFITS, COMPLIANCE, FINANCE, AND MARKETING, TO ENSURE THAT A COMPLETE AND ACCURATE RETURN WAS FILED. | |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL MEMBERS WITH ANY CONFLICT OF INTEREST ARE MADE AWARE OF THE NEED TO EXCUSE THEMSELVES FROM PARTICIPATING IN ANY DISCUSSION OR VOTING ON ANY ISSUES WHERE THERE MAY BE A CONFLICT. OFFICERS OF THE ORGANIZATION ARE AWARE OF THEIR DUTIES AND RESPONSIBILITIES IN REGARDS TO THIS ISSUE. | |
| FORM 990, PART VI, SECTION B, LINE 15 | PRESIDENT/CEO: AN INDEPENDENT COMPENSATION CONSULTING FIRM WAS RETAINED BY ROCKINGHAM MEMORIAL HOSPITAL'S BOARD OF DIRECTORS (BOD) TO COMPLETE MARKET ANALYSIS AND RECOMMEND PRESIDENT/CEO COMPENSATION CHANGES. THE BOD APPROVES ALL COMPENSATION CHANGES FOR THE PRESIDENT/CEO. OFFICERS: AN INDEPENDENT COMPENSATION CONSULTING FIRM WAS RETAINED BY ROCKINGHAM MEMORIAL HOSPITAL'S BOARD OF DIRECTORS (BOD) TO COMPLETE MARKET ANALYSIS AND RECOMMEND OFFICER AND KEY EMPLOYEE COMPENSATION CHANGES. THE BOD APPROVES ALL COMPENSATION CHANGES FOR THE OFFICERS AND KEY EMPLOYEES. VICE CHAIRMAN: THE VICE CHAIRMAN ALSO SERVES AS THE COO/PRESIDENT OF THE SENTARA HEALTHCARE SYSTEM ("SENTARA"), WHICH AFFILIATED WITH THE ORGANIZATION EFFECTIVE MAY 1, 2011. SENTARA FOLLOWED PROCESSES AND PROCEDURES SET FORTH IN ITS GOVERNING DOCUMENTS TO ENSURE COMPLIANCE WITH ITS OBLIGATIONS AS A 501(C)(3) HEALTHCARE ORGANIZATION TO PAY DISQUALIFIED PERSONS REASONABLE COMPENSATION. SUCH PROCESSES AND PROCEDURES ARE INTENDED TO ESTABLISH THE REBUTTABLE PRESUMPTION OF REASONABLENESS UNDER THE INTERNAL REVENUE CODE SECTION 4958 REGULATIONS. THE COMPENSATION PHILOSOPHY OF SENTARA IS TO BASE OVERALL COMPENSATION AND BENEFITS FOR EXECUTIVES ON MARKET COMPARABLES, ADJUSTED AS APPLIED TO EACH EXECUTIVE, TAKING INTO CONSIDERATION THE INDIVIDUAL SKILLS, EXPERIENCE, TENURE AND PERFORMANCE OF THE EXECUTIVE BEING COMPENSATED AND OVERALL PERFORMANCE OF THE ORGANIZATION. IN LINE WITH THIS PHILOSOPHY, SENTARA PERFORMED SUBSTANTIAL DUE DILIGENCE AS TO MARKET COMPARABLES. SENTARA'S COMPENSATION COMMITTEE, WHICH CONSISTS OF BOARD MEMBERS WITHOUT CONFLICTS OF INTERESTS, ENGAGED AN OUTSIDE CONSULTANT, WHO REPORTS TO THE COMPENSATION COMMITTEE, TO CONDUCT A STUDY ASSESSING THE COMPETITIVENESS OF TOTAL COMPENSATION (INCLUDING CASH COMPENSATION, BENEFITS AND PERQUISITES) OF ITS SENIOR EXECUTIVES PRIOR TO MAKING DECISIONS REGARDING ANNUAL BASE SALARY ADJUSTMENTS, APPROVING INCENTIVE AWARDS, OR CONSIDERING PROGRAMMATIC CHANGES. THE STUDY COMPARED THE COMPENSATION OF THE SENTARA'S SENIOR EXECUTIVES TO COMPENSATION DATA FROM MULTIPLE PUBLISHED SURVEY SOURCES BASED ON THE SENIOR EXECUTIVE'S FUNCTIONAL RESPONSIBILITY. IN CONDUCTING THE STUDY, THE CONSULTANT TARGETED OTHER HEALTH SYSTEMS OF SIMILAR SIZE BASED ON NET REVENUE AND COMPLEXITY. FOR HEALTH PLAN POSITIONS, HEALTH PLANS WITH SIMILAR PREMIUMS, OR MEMBERS, WERE TARGETED. THE CONSULTANT ALSO CONDUCTS A REVIEW OF SENTARA'S PERFORMANCE RELATIVE TO A GROUP OF NOT-FOR-PROFIT HEALTH SYSTEMS OF COMPARABLE SIZE AND SCOPE OF OPERATIONS EVERY TWO TO THREE YEARS. THE MOST RECENT STUDY COMPARED SENTARA'S PERFORMANCE TO 19 HEALTHCARE SYSTEMS BASED ON NET REVENUE GROWTH, OPERATING MARGIN, BOND RATING, AND QUALITATIVE PERFORMANCE MEASURES BASED ON RANKINGS FROM SDI'S NATIONAL TOP INTEGRATED HEALTH NETWORKS. OVERALL, THE CONSULTANT DETERMINED THAT SENTARA'S PAY WAS ALIGNED WITH ITS RELATIVE PERFORMANCE. THE COMPENSATION STUDY WAS PRESENTED TO SENTARA'S COMPENSATION COMMITTEE, WHICH MADE ITS COMPENSATION DECISIONS BASED ON A)ITS REVIEW AND ANALYSIS OF THE PERFORMANCE OF BOTH THE ORGANIZATION AND ITS SENIOR EXECUTIVES AND, B) A REASONABLENESS OF COMPENSATION ANALYSIS AND OPINION FROM AN EXTERNAL EXPERT IN THE COMPENSATION OF EXECUTIVES IN THE TAX-EXEMPT HEALTH CARE FIELD. THE COMMITTEE'S BASES FOR ITS DECISIONS WERE DOCUMENTED IN COMMITTEE MINUTES TAKEN DURING THE MEETING AND THEN CIRCULATED FOR REVIEW AND APPROVAL. ALL DECISIONS REGARDING COMPENSATION WERE MADE BY THE COMMITTEE, WHICH CONSISTS OF BOARD MEMBERS WITHOUT CONFLICT OF INTERESTS. | |
| FORM 990, PART VI, SECTION C, LINE 19 | UPON REQUEST | |
| FORM 990, PART VII | COMPENSATION OF OFFICERS, DIRECTORS, TRUSTEES, KEY EMPLOYEES, HIGHEST COMPENSATED EMPLOYEES, AND INDEPENDENT CONTRACTORS. HOURS DEVOTED TO RELATED ORGANIZATIONS W. CARLTON BANKS DEVOTED AN AVERAGE OF 2 HOURS PER WEEK TO RELATED ORGANIZATIONS. A. JERRY BENSON DEVOTED AN AVERAGE OF 2 HOURS PER WEEK TO RELATED ORGANIZATIONS. DAVID BERND DEVOTED AN AVERAGE OF 51 HOURS PER WEEK TO RELATED ORGANIZATIONS. LAWRENCE D. BOWERS, JR. DEVOTED AN AVERAGE OF 2 HOURS PER WEEK TO RELATED ORGANIZATIONS. MENSEL D. DEAN, JR. DEVOTED AN AVERAGE OF 2 HOURS PER WEEK TO RELATED ORGANIZATIONS. DOUGLAS G. DRIVER DEVOTED AN AVERAGE OF 2 HOURS PER WEEK TO RELATED ORGANIZATIONS. JOSEPH K. FUNKHOUSER, II DEVOTED AN AVERAGE OF 2 HOURS PER WEEK TO RELATED ORGANIZATIONS. C. WAYNE GATES, M.D. DEVOTED AN AVERAGE OF 2 HOURS PER WEEK TO RELATED ORGANIZATIONS. ANN E. C. HOMAN DEVOTED AN AVERAGE OF 5 HOURS PER WEEK TO RELATED ORGANIZATIONS. ALDEN L. HOSTETTER, M.D. DEVOTED AN AVERAGE OF 2 HOURS PER WEEK TO RELATED ORGANIZATIONS. ELMER E. KENNEL, M.D. DEVOTED AN AVERAGE OF 2 HOURS PER WEEK TO RELATED ORGANIZATIONS. HOWARD P. KERN DEVOTED AN AVERAGE OF 52 HOURS PER WEEK TO RELATED ORGANIZATIONS. KENNETH M. KRAKAUR DEVOTED AN AVERAGE OF 50 HOURS PER WEEK TO RELATED ORGANIZATIONS. ALLON H. LEFEVER DEVOTED AN AVERAGE OF 2 HOURS PER WEEK TO RELATED ORGANIZATIONS. W. NEAL MENEFEE DEVOTED AN AVERAGE OF 2 HOURS PER WEEK TO RELATED ORGANIZATIONS. JAMES R. MESSNER DEVOTED AN AVERAGE OF 2 HOURS PER WEEK TO RELATED ORGANIZATIONS. GEORGE W. PACE DEVOTED AN AVERAGE OF 2 HOURS PER WEEK TO RELATED ORGANIZATIONS. STEWART G. POLLOCK, M.D. DEVOTED AN AVERAGE OF 2 HOURS PER WEEK TO RELATED ORGANIZATIONS. BARBARA STOLTZFUS DEVOTED AN AVERAGE OF 3 HOURS PER WEEK TO RELATED ORGANIZATIONS. MICHAEL R. KING DEVOTED AN AVERAGE OF 40 HOUR PER WEEK TO RELATED ORGANIZATIONS. JAMES D. KRAUSS DEVOTED AN AVERAGE OF 40 HOUR PER WEEK TO RELATED ORGANIZATIONS. P. RICHARD PIERCE DEVOTED AN AVERAGE OF 40 HOURS PER WEEK TO RELATED ORGANIZATIONS. | |
| FORM 990, PART XI, LINE 5: | ASU 2010-07 FAIR MARKET VALUE ADJUSTMENTS -528,230. TOTAL TO FORM 990, PART XI, LINE 5: -528,230. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XII, LINE 2C: | DURING THE YEAR, THE ORGANIZATION AFFILIATED WITH THE SENTARA HEALTHCARE SYSTEM, WHO ASSUMED RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS AND SELECTED THE INDEPENDENT ACCOUNTANT. | CHANGES IN AUDITED FINANCIAL STATEMENT OVERSIGHT PROCESS |
| THE TAXPAYER IS A MEMBER OF THE SENTARA HEALTHCARE ("SHC") CONTROLLED GROUP. SHC, EIN 52-1271901, OWNS BAY PRIMEX INSURANCE COMPANY, LTD., A CONTROLLED FOREIGN CORPORATION. SHC FURNISHES ALL INFORMATION REQUIRED OF THE TAXPAYER BY IRC SECTION 6038 AND THE REGULATIONS THEREUNDER WITH RESPECT TO BAY PRIMEX INSURANCE COMPANY, LTD. THEREFORE, PURSUANT TO TREASURY REGULATION SEC. 1.6038-2(J)(2), THE TAXPAYER IS EXCEPTED FROM PROVIDING SUCH INFORMATION. THE REQUIRED INFORMATION IS E-FILED WITH SHC'S FORM 990 RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX. IN ADDITION, TWO OTHER MEMBERS OF THE SHC CONTROLLED GROUP OWN NON-CONTROLLING INTERESTS IN VIRGINIA SOLUTIONS SPC, LTD., A CONTROLLED FOREIGN CORPORATION. ALL INFORMATION REQUIRED OF THE TAXPAYER BY IRC SECTION 6038 AND THE REGULATIONS THEREUNDER WITH RESPECT TO VIRGINIA SOLUTIONS SPC, LTD. IS FURNISHED BY MARTHA JEFFERSON HOSPITAL, EIN 54-0261840, AND ROCKINGHAM MEMORIAL HOSPITAL, EIN 54-0506331. THEREFORE, PURSUANT TO TREASURY REGULATION SEC. 1.6038-2(J)(2), THE TAXPAYER IS EXCEPTED FROM PROVIDING SUCH INFORMATION. THE REQUIRED INFORMATION IS E-FILED WITH THE ORGANIZATIONS' FORM 990 RETURNS OF ORGANIZATION EXEMPT FROM INCOME TAX. | STATEMENT FILED PURSUANT TO TREASURY REGULATION SEC. 1.6038-2(J)(3): |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (14 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SENTARA HEALTHCARE | |||||||||||
| 6015 POPLAR HALL DRIVE | NORFOLK | VA | 23502 | 521271901 | HEALTH CARE | VA | 501(C)(3) | LN7_NORMALGOVTSUPPOR | N/A | 0 | |
| SENTARA PRINCESS ANNE HOSPITAL | |||||||||||
| 6015 POPLAR HALL DRIVE | NORFOLK | VA | 23502 | 521277419 | HEALTH CARE | VA | 501(C)(3) | LN3_HOSPITALCOOPINSE | 1 | SENTARA HOSPITALS | |
| SENTARA HOSPITALS | |||||||||||
| 6015 POPLAR HALL DRIVE | NORFOLK | VA | 23502 | 541547408 | HEALTH CARE | VA | 501(C)(3) | LN3_HOSPITALCOOPINSE | 1 | SENTARA HEALTHCARE | |
| SENTARA MEDICAL GROUP | |||||||||||
| 6015 POPLAR HALL DRIVE | NORFOLK | VA | 23502 | 541217184 | HEALTH CARE | VA | 501(C)(3) | LN9_MORETHAN30PCTCON | 1 | SENTARA HEALTHCARE | |
| SENTARA ENTERPRISES | |||||||||||
| 6015 POPLAR HALL DRIVE | NORFOLK | VA | 23502 | 541917649 | HEALTH CARE | VA | 501(C)(3) | LN9_MORETHAN30PCTCON | 1 | SENTARA HEALTHCARE | |
| SENTARA LIFE CARE CORP | |||||||||||
| 6015 POPLAR HALL DRIVE | NORFOLK | VA | 23502 | 541217183 | HEALTH CARE | VA | 501(C)(3) | LN9_MORETHAN30PCTCON | 1 | SENTARA HEALTHCARE | |
| MPB INC | |||||||||||
| 6015 POPLAR HALL DRIVE | NORFOLK | VA | 23502 | 541346393 | TITLE HOLDING COMPANY | VA | 501(C)(2) | 1 | SENTARA ENTERPRISES | ||
| OPTIMA HEALTH PLAN | |||||||||||
| 6015 POPLAR HALL DRIVE | NORFOLK | VA | 23502 | 541283337 | HMO | VA | 501(C)(3) | 11A - I | 1 | SENTARA HEALTHCARE | |
| POTOMAC HOSPITAL CORP OF PRINCE WILLIAM | |||||||||||
| 6015 POPLAR HALL DRIVE | NORFOLK | VA | 23502 | 540853898 | HEALTH CARE | VA | 501(C)(3) | LN3_HOSPITALCOOPINSE | 1 | SENTARA HEALTHCARE | |
| ROCKINGHAM MEMORIAL HOSPITAL | |||||||||||
| 2010 HEALTH CAMPUS DRIVE | HARRISONBURG | VA | 22801 | 540506331 | HEALTH CARE | VA | 501(C)(3) | LN3_HOSPITALCOOPINSE | 0 | SENTARA HEALTHCARE | |
| MJH FOUNDATION | |||||||||||
| 500 MARTHA JEFFERSON DRIVE | CHARLOTTESVILLE | VA | 22911 | 541401357 | INVEST/MGT SVCS FOR MARTHA JEFFERSON HOSPITAL | VA | 501(C)(3) | 11A - I | 1 | MARTHA JEFFERSON HOSPITAL | |
| MARTHA JEFFERSON HOSPITAL FOUNDATION | |||||||||||
| 500 MARTHA JEFFERSON DRIVE | CHARLOTTESVILLE | VA | 22911 | 300041113 | FUNDRAISING | VA | 501(C)(3) | 11A - I | 1 | MARTHA JEFFERSON HOSPITAL | |
| MARTHA JEFFERSON HOSPITAL | |||||||||||
| 500 MARTHA JEFFERSON DRIVE | CHARLOTTESVILLE | VA | 22911 | 540261840 | HEALTH CARE | VA | 501(C)(3) | LN3_HOSPITALCOOPINSE | 1 | SENTARA HEALTHCARE | |
| ROCKINGHAM HEALTH CARE INC | |||||||||||
| 2010 HEALTH CAMPUS DRIVE | HARRISONBURG | VA | 22801 | 521309259 | SUPPORT OF HEALTHCARE ORGS | VA | 501(C)(3) | 11B - II | N/A | 0 | |
Form990 Schedule R Part III Form990ScheduleRPartIII (20 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Direct Controlling Entity NADirectControllingEntityNA |
|---|---|---|---|---|---|---|---|
| MANAGEMENT SERVICES LLC | |||||||
| 814 GREENBRIER CIRCLE | CHESAPEAKE | VA | 23320 | 541365012 | HLTH MGT SV | VA | N/A |
| OBICI REAL ESTATE HOLDINGS LLC | |||||||
| 6015 POPLAR HALL DRIVE | NORFOLK | VA | 23502 | 261749881 | RE RENTAL | VA | N/A |
| PRINCESS ANNE AMB SURG MGT LLC | |||||||
| 1975 GLENN MITCHELL SUITE 300 | VA BEACH | VA | 23456 | 204920880 | HEALTH CARE | VA | N/A |
| VA BEACH AMBULATORY SURGERY CENTER | |||||||
| 1700 WILL O WISP DRIVE | VA BEACH | VA | 23454 | 541448218 | HEALTH CARE | VA | N/A |
| AMER HEALTH EVAL CTR-WMSBG LLC | |||||||
| 739 THIMBLE SHOALS STE 105 | NEWPORT NEWS | VA | 23606 | 263761741 | HEALTH CARE | VA | N/A |
| CANCER CENTERS OF VA LLC | |||||||
| 5900 LAKE WRIGHT DRIVE | NORFOLK | VA | 23502 | 201338518 | HEALTH CARE | VA | N/A |
| HAMPTON ROADS LITHOTRIPSY LLC | |||||||
| 225 CLEARFIELD AVE | VIRGINIA BEACH | VA | 23502 | 200942600 | HEALTH CARE | VA | N/A |
| HEALTHCARE PERFORMANCE IMPROVEMENT LLC | |||||||
| 5041 CORPORATE WOODS DR STE 180 | VIRGINIA BEACH | VA | 23462 | 204024074 | CONSULTING | VA | N/A |
| RADIOLOGY SERVICES OF HAMPTON ROADS LC | |||||||
| 814 GREENBRIER CIRCLE STE L | CHESAPEAKE | VA | 23320 | 541774472 | HEALTH CARE | VA | N/A |
| SENTARA OBICI AMBULATORY SURGERY LLC | |||||||
| 2750 GODWIN BLVD | SUFFOLK | VA | 23434 | 260144898 | HEALTH CARE | VA | N/A |
| ST LUKES PROPERTIES LLC | |||||||
| 6015 POPLAR HALL DRIVE | NORFOLK | VA | 23502 | 272774684 | MOB RENTAL | VA | N/A |
| POTOMAC INOVA HEALTHCARE ALLIANCE LLC | |||||||
| 8110 GATEHOUSE RD SUITE 400W | FALLS CHURCH | VA | 22042 | 541802733 | HEALTHCARE | VA | N/A |
| CAREPLEX WEST LLC | |||||||
| 18000 W SARAH LANE SUITE 250 | BROOKFIELD | WI | 53045 | 202738977 | RENTAL RE | WI | N/A |
| PORT WARWICK II LLC | |||||||
| 18000 WEST SARAH LANE SUITE 250 | BROOKFIELD | WI | 53045 | 202739075 | RENTAL RE | WI | N/A |
| ORTHOPAEDIC HOSPITAL MANAGEMENT LLC | |||||||
| 3000 COLISEUM DRIVE | HAMPTON | VA | 23666 | 274185117 | MGT SVCS | VA | N/A |
| CAREPLEX ORTHOPAEDIC ASC LLC | |||||||
| 3000 COLISEUM DRIVE | HAMPTON | VA | 23666 | 271867311 | HEALTH CARE | VA | N/A |
| PORT WARWICK III LLC | |||||||
| 18000 WEST SARAH LANE SUITE 250 | BROOKFIELD | WI | 53045 | 611499371 | RENTAL RE | WI | N/A |
| MARTHA JEFFERSON OSC LLC | |||||||
| 595 MARTHA JEFFERSON DR | CHARLOTTESVILLE | VA | 22911 | 113656095 | HEALTH CARE | VA | N/A |
| VALIANCE HEALTH LLC | |||||||
| 3190 PEOPLES DRIVE | HARRISONBURG | VA | 22801 | 541866081 | HEALTH CARE | VA | N/A |
| PHYSICAL THERAPY ACACLLC | |||||||
| 501 ALBEMARLE SQUARE | CHARLOTTESVILLE | VA | 22901 | 260080717 | HEALTH CARE | VA | N/A |
Form990 Schedule R Part IV Form990ScheduleRPartIV (12 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Direct Controlling Entity NADirectControllingEntityNA | Type Of EntityTypeOfEntity |
|---|---|---|---|---|---|---|---|---|
| SENTARA HOLDINGS INC | ||||||||
| 6015 POPLAR HALL DRIVE | NORFOLK | VA | 23502 | 541555638 | HOLDING COMPANY | VA | N/A | C |
| SENTARA HEALTH PLANS INC | ||||||||
| 6015 POPLAR HALL DRIVE | NORFOLK | VA | 23502 | 522368125 | TPA | VA | N/A | C |
| OPTIMA HEALTH GROUP | ||||||||
| 6015 POPLAR HALL DRIVE | NORFOLK | VA | 23502 | 541473382 | HMO | VA | N/A | C |
| OPTIMA HEALTH INSURANCE COMPANY | ||||||||
| 6015 POPLAR HALL DRIVE | NORFOLK | VA | 23502 | 541642752 | HEALTH INSURANCE | VA | N/A | C |
| OPTIMA BEHAVIORAL HEALTH SERVICES | ||||||||
| 6015 POPLAR HALL DRIVE | NORFOLK | VA | 23502 | 621382666 | MENTAL HEALTH SVCS | VA | N/A | C |
| SENTARA VENTURES INC | ||||||||
| 6015 POPLAR HALL DRIVE | NORFOLK | VA | 23502 | 541688615 | HOLDING COMPANY | VA | N/A | C |
| SMG INNOVATIONS INC | ||||||||
| 6015 POPLAR HALL DRIVE | NORFOLK | VA | 23502 | 203730331 | HEALTH CARE | VA | N/A | C |
| SENTARA OBICI PROFESSIONAL CENTER | ||||||||
| 6015 POPLAR HALL DRIVE | NORFOLK | VA | 23502 | 541445865 | RE RENTAL | VA | N/A | C |
| SENTARA OBICI MED MGT SERVICES | ||||||||
| 6015 POPLAR HALL DRIVE | NORFOLK | VA | 23502 | 541020941 | HEALTH CARE | VA | N/A | C |
| POTOMAC VENTURES CORP | ||||||||
| 6015 POPLAR HALL DRIVE | NORFOLK | VA | 23502 | 541441420 | PHARMACY | VA | N/A | C |
| ROCKINGHAM HEALTH SERVICES INC | ||||||||
| 2010 HEALTH CAMPUS DRIVE | HARRISONBURG | VA | 22801 | 541721387 | CONTRACTING SVCS | VA | N/A | C |
| MARTHA JEFFERSON MEDICAL ENTERPRISES INC | ||||||||
| 630 PETER JEFFERSON PARKWAY | CHARLOTTESVILLE | VA | 22911 | 541841528 | MEDICAL BILLING SVCS | VA | N/A | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 1 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 1 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| ROCKINGHAM MEMORIAL HOSPITAL | ||
| A | 147306 | CORP BOOKS/REC |
| ROCKINGHAM MEMORIAL HOSPITAL | ||
| Q | 1090368 | CORP BOOKS/REC |