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Nonprofiteer
← HALIFAX REGIONAL HOSPITAL INC

Form 990 for tax year 2022

Filed by HALIFAX REGIONAL HOSPITAL INC.

Totals

Total revenue
$103,666,091
Total expenses
$122,363,127
Contributions and grants received
$82,471
Grants paid
$776,985
Program services expenses (Part IX)
$96,695,148
Management and general expenses
$25,667,979
Fundraising expenses
$0
Program service expenses (Part III)
$96,695,148

Program services were 79.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • MEGAN R PERRY

    DIRECTOR/TREAS (EFF 5/22)

    Total calculated
    $1,080,111
    From this org
    $0
    From related orgs
    $1,438,011
    Other
    -$357,900
    Hours/week
    1 + 40.4 related

    Schedule J breakdown matched by us

    Base
    $0 + $687,067 related
    Bonus
    $0 + $542,372 related
    Other
    $0 + $208,572 related
    Deferred
    $0 + -$388,488 related
    Nontaxable benefits
    $0 + $30,588 related
    Filer's total
    $0 + $1,080,111 related

  • HABIB BASSIL MD

    DIRECTOR/SECRETARY

    Total calculated
    $61,250
    From this org
    $61,250
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • TERRANCE J TRUITT MD

    DIRECTOR

    Total calculated
    $19,485
    From this org
    $19,485
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • WILLIAM E COLEMAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DABNEY TP GILLIAM JR

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • VALDIVIA T MARSHALL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • SAID B ISKANDAR MD

    DIRECTOR (VOTING EX-OFFICIO)

    Total calculated
    $0
    Hours/week
    1

  • J KENNETH MORGAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • KATHRYN F ROBERTS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DAVID H WHITE JR

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • CAROL C THOMAS

    DIRECTOR/CHAIR

    Total calculated
    $40,000
    From this org
    $0
    From related orgs
    $40,000
    Other
    $0
    Hours/week
    1.6 + 4.2 related

  • PAUL A GADEN

    DIRECTOR/VICE CHAIRMAN

    Total calculated
    $1,108,884
    From this org
    $0
    From related orgs
    $985,869
    Other
    $123,015
    Hours/week
    1 + 45.4 related

    Schedule J breakdown matched by us

    Base
    $0 + $573,520 related
    Bonus
    $0 + $362,393 related
    Other
    $0 + $49,956 related
    Deferred
    $0 + $89,920 related
    Nontaxable benefits
    $0 + $33,095 related
    Filer's total
    $0 + $1,108,884 related

  • JOANNE M INMAN

    DIRECTOR

    Total calculated
    $437,093
    From this org
    $0
    From related orgs
    $542,412
    Other
    -$105,319
    Hours/week
    1 + 41 related

    Schedule J breakdown matched by us

    Base
    $0 + $347,445 related
    Bonus
    $0 + $132,344 related
    Other
    $0 + $62,623 related
    Deferred
    $0 + -$143,711 related
    Nontaxable benefits
    $0 + $38,392 related
    Filer's total
    $0 + $437,093 related

  • JEREMY SATTERFIELD

    DIRECTOR (EFF 5/22)

    Total calculated
    $0
    Hours/week
    1

  • BRIAN K ZWOYER

    PRESIDENT

    Total calculated
    $495,285
    From this org
    $429,339
    From related orgs
    $0
    Other
    $65,946
    Hours/week
    40 + 4 related

    Schedule J breakdown matched by us

    Base
    $229,791
    Bonus
    $84,767
    Other
    $114,781
    Deferred
    $29,415
    Nontaxable benefits
    $36,531
    Filer's total
    $495,285

  • SHERRI F BEE

    KE (DIR CARDIAC SVCS)

    Total calculated
    $120,738
    From this org
    $172,597
    From related orgs
    $0
    Other
    -$51,859
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $147,576
    Bonus
    $23,416
    Other
    $1,605
    Deferred
    -$65,440
    Nontaxable benefits
    $13,581
    Filer's total
    $120,738

  • NICOLE L DOCKERY

    KE (DIR PATIENT CARE SVCS)

    Total calculated
    $183,708
    From this org
    $190,365
    From related orgs
    $0
    Other
    -$6,657
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $163,882
    Bonus
    $22,431
    Other
    $4,052
    Deferred
    -$21,258
    Nontaxable benefits
    $14,601
    Filer's total
    $183,708

  • JONI O ABBOTT

    PHYSICIAN

    Total calculated
    $521,548
    From this org
    $471,310
    From related orgs
    $0
    Other
    $50,238
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $421,980
    Bonus
    $23,304
    Other
    $26,026
    Deferred
    $18,300
    Nontaxable benefits
    $31,938
    Filer's total
    $521,548

  • PABLO SOUZA MD

    PHYSICIAN

    Total calculated
    $336,737
    From this org
    $337,128
    From related orgs
    $0
    Other
    -$391
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $331,186
    Bonus
    $0
    Other
    $5,942
    Deferred
    -$34,391
    Nontaxable benefits
    $34,000
    Filer's total
    $336,737

  • KWADWO BARYEH

    PHYSICIAN

    Total calculated
    $360,267
    From this org
    $325,816
    From related orgs
    $0
    Other
    $34,451
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $297,679
    Bonus
    $20,000
    Other
    $8,137
    Deferred
    $15,734
    Nontaxable benefits
    $18,717
    Filer's total
    $360,267

  • DEVMITH C GAJADEERA

    PHYSICIAN

    Total calculated
    $325,995
    From this org
    $300,505
    From related orgs
    $0
    Other
    $25,490
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $255,518
    Bonus
    $13,222
    Other
    $31,765
    Deferred
    -$5,120
    Nontaxable benefits
    $30,610
    Filer's total
    $325,995

  • VICTOR MIHAL

    PHYSICIAN

    Total calculated
    $327,671
    From this org
    $297,789
    From related orgs
    $0
    Other
    $29,882
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $251,889
    Bonus
    $3,382
    Other
    $42,518
    Deferred
    $17,882
    Nontaxable benefits
    $12,000
    Filer's total
    $327,671

  • MICHAEL V GENTRY

    FORMER OFFICER

    Total calculated
    $3,439,169
    From this org
    $0
    From related orgs
    $3,479,384
    Other
    -$40,215
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,135,214 related
    Bonus
    $0 + $943,662 related
    Other
    $0 + $1,400,508 related
    Deferred
    $0 + -$71,826 related
    Nontaxable benefits
    $0 + $31,611 related
    Filer's total
    $0 + $3,439,169 related

  • JONI WOLTZ

    FORMER KE

    Total calculated
    $140,623
    From this org
    $171,366
    From related orgs
    $0
    Other
    -$30,743
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $149,401
    Bonus
    $21,464
    Other
    $501
    Deferred
    -$50,096
    Nontaxable benefits
    $19,353
    Filer's total
    $140,623

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · Tax indemnification and gross-up payments
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 1A
THE ORGANIZATION PAID FOR TAXABLE RELOCATION EXPENSES OF BOTH AN EXECUTIVE AND A PHYSICIAN RECRUIT AND THE ADDITIONAL TAXES ASSOCIATED WITH SUCH BENEFITS, ALL OF WHICH WERE TREATED AS ADDITIONAL COMPENSATION AND REPORTED ON FORM W-2 AS TAXABLE WAGES.
PART I, LINE 3
SENTARA HEALTH, THE 501(C)(3) TAX EXEMPT PARENT OF THE SENTARA HEALTH SYSTEM, ESTABLISHED THE COMPENSATION OF THE ORGANIZATION'S TOP MANAGEMENT OFFICIAL THROUGH THE USE OF AN INDEPENDENT COMPENSATION CONSULTANT AND A COMPENSATION STUDY. SENTARA HEALTH RECOGNIZES THAT PROVIDING THE BEST POSSIBLE CARE REQUIRES US TO ATTRACT AND RETAIN THE VERY BEST EMPLOYEES. OUR ORGANIZATION IS COMMITTED TO INVESTING IN OUR PEOPLE BY OFFERING COMPETITIVE COMPENSATION OPPORTUNITIES AND A STRONG WORKPLACE ENVIRONMENT.
PART I, LINE 4B
MICHAEL GENTRY, MEGAN PERRY, JOANNE INMAN, PAUL GADEN, AND BRIAN ZWOYER PARTICIPATED IN THE SENTARA CAPITAL ACCUMULATION ACCOUNT PLAN. THE CAPITAL ACCUMULATION PLAN IS A NONQUALIFIED DEFERRED COMPENSATION PROGRAM. SUCH PLANS ARE COMMONLY OFFERED TO NOT-FOR-PROFIT HEALTH CARE EXECUTIVES TO PROVIDE ADDITIONAL RETIREMENT BENEFITS TO SUPPLEMENT LIMITATIONS IN QUALIFIED PLANS. PARTICIPATION IS LIMITED TO A SELECT GROUP OF CORPORATE EXECUTIVES AS APPROVED BY SENTARA HEALTH'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 2022, THE FOLLOWING CORPORATE EXECUTIVES RECEIVED VESTED DISTRIBUTIONS UNDER THE PLAN: MICHAEL GENTRY ($172,528); MEGAN PERRY ($127,468); AND JOANNE INMAN ($30,312). THESE AMOUNTS HAVE BEEN REPORTED IN COLUMN (B)(III) OF SCHEDULE J, PART II.
PART I, LINE 7
DURING THE CURRENT TAX YEAR, THE ORGANIZATION MADE NON-FIXED PAYMENTS OF COMPENSATION UNDER THE FOLLOWING INCENTIVE PROGRAMS: ANNUAL INCENTIVE PROGRAM - EXECUTIVES AND SENIOR LEADERS ARE ELIGIBLE FOR ANNUAL AWARDS BASED ON SYSTEM AND INDIVIDUAL PERFORMANCE. BOTH SYSTEM AND INDIVIDUAL SCORES ARE DETERMINED AFTER YEAR-END, AT WHICH POINT AWARDS MAY BE PAID AND REPORTED AS COMPENSATION. TARGET AND MAXIMUM OPPORTUNITIES VARY BY LEVEL. KEY CONTRIBUTOR AWARDS - REWARDS EXCEPTIONAL INDIVIDUALS OR TEAMS FOR SIGNIFICANT CONTRIBUTION AND RESULTS AS RECOGNIZED BY BUSINESS UNITS. MANAGER INCENTIVE PLAN - MANAGEMENT EMPLOYEES NOT COVERED UNDER ANOTHER INCENTIVE PLAN ARE ELIGIBLE FOR THE MANAGEMENT INCENTIVE PLAN. AWARDS ARE BASED ON SYSTEM YEAR-END RESULTS AS DETERMINED BY THE BOARD; BUSINESS UNIT RESULTS FOR FINANCIAL, SAFETY, QUALITY AND CUSTOMER SERVICE; AND THE MANAGER'S INDIVIDUAL PERFORMANCE SCORE. SYSTEM, BUSINESS UNIT, AND INDIVIDUAL RESULTS ARE DETERMINED AFTER YEAR-END, AT WHICH POINT AWARDS MAY BE PAID AND REPORTED AS COMPENSATION.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2022
Filed
2 November 2023
IRS schema version
2022v5.0
Source object
202333079349300903

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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