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Nonprofiteer
← INOVA HEALTH SYSTEM FOUNDATION

Form 990 for tax year 2023

Filed by INOVA HEALTH SYSTEM FOUNDATION.

Totals

Total revenue
$903,496,197
Total expenses
$62,751,510
Contributions and grants received
$112,114,802
Grants paid
$34,238,104
Program services expenses (Part IX)
$49,266,865
Management and general expenses
$1,248,038
Fundraising expenses
$12,236,607
Program service expenses (Part III)
$49,266,865

Program services were 78.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • ANTHONY NADER

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    3

  • JEAN STACK

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • PAUL SAVILLE

    TREASURER

    Total calculated
    $0
    Hours/week
    3

  • RENEE DESILVA

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • WILLIAM DUDLEY

    SECRETARY

    Total calculated
    $0
    Hours/week
    3

  • ALAN DABBIERE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • MARK STAVISH

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • DONNA MOREA

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • MARK MOORE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • NAZZIC KEENE

    VICE CHAIRMAN

    Total calculated
    $0
    Hours/week
    3

  • CHARLES BEARD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • PENELOPE GROSS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • LESLEY KALAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • J STEPHEN JONES

    CEO, PRESIDENT

    Total calculated
    $5,550,891
    From this org
    $0
    From related orgs
    $5,480,396
    Other
    $70,495
    Hours/week
    13 + 37 related

    Schedule J breakdown matched by us

    Base
    $0 + $2,061,564 related
    Bonus
    $0 + $2,850,712 related
    Other
    $0 + $568,120 related
    Deferred
    $0 + $39,000 related
    Nontaxable benefits
    $0 + $31,495 related
    Filer's total
    $0 + $5,550,891 related

  • MADELINE ERARIO MD

    TRUSTEE

    Total calculated
    $526,404
    From this org
    $0
    From related orgs
    $433,739
    Other
    $92,665
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $317,220 related
    Bonus
    $0 + $109,376 related
    Other
    $0 + $7,143 related
    Deferred
    $0 + $89,446 related
    Nontaxable benefits
    $0 + $3,219 related
    Filer's total
    $0 + $526,404 related

  • JILL DUNCAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • KATHRYN FALK

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • JOHN GAUL

    ASST SEC/CHIEF LEGAL OFFICER

    Total calculated
    $1,473,581
    From this org
    $0
    From related orgs
    $1,217,563
    Other
    $256,018
    Hours/week
    12 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $761,611 related
    Bonus
    $0 + $443,631 related
    Other
    $0 + $12,321 related
    Deferred
    $0 + $221,053 related
    Nontaxable benefits
    $0 + $34,965 related
    Filer's total
    $0 + $1,473,581 related

  • ALICE POPE

    ASST TREASURER/CFO

    Total calculated
    $1,921,867
    From this org
    $0
    From related orgs
    $1,619,969
    Other
    $301,898
    Hours/week
    13 + 37 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,018,623 related
    Bonus
    $0 + $587,313 related
    Other
    $0 + $14,033 related
    Deferred
    $0 + $286,609 related
    Nontaxable benefits
    $0 + $15,289 related
    Filer's total
    $0 + $1,921,867 related

  • SAGE BOLTE

    PRESIDENT IHS FOUNDATION

    Total calculated
    $1,070,547
    From this org
    $1,035,569
    From related orgs
    $0
    Other
    $34,978
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $495,495
    Bonus
    $230,968
    Other
    $309,106
    Deferred
    $4,737
    Nontaxable benefits
    $30,241
    Filer's total
    $1,070,547

  • STEVEN NORRIS

    VP PHILANTRHOPY

    Total calculated
    $619,785
    From this org
    $496,627
    From related orgs
    $0
    Other
    $123,158
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $366,401
    Bonus
    $127,367
    Other
    $2,859
    Deferred
    $102,975
    Nontaxable benefits
    $20,183
    Filer's total
    $619,785

  • LAURA MOSES

    AVP FOUNDATION OPS AND FINANCE

    Total calculated
    $388,216
    From this org
    $325,334
    From related orgs
    $0
    Other
    $62,882
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $209,713
    Bonus
    $49,274
    Other
    $66,347
    Deferred
    $40,794
    Nontaxable benefits
    $22,088
    Filer's total
    $388,216

  • SUZANNE QUINN

    AVP PHILANTHROPY PROGRAM LEADER

    Total calculated
    $305,255
    From this org
    $247,120
    From related orgs
    $0
    Other
    $58,135
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $203,470
    Bonus
    $42,297
    Other
    $1,353
    Deferred
    $57,691
    Nontaxable benefits
    $444
    Filer's total
    $305,255

  • MELISSA MCCRACKEN

    AVP DONOR ENGAGEMENT

    Total calculated
    $352,253
    From this org
    $255,142
    From related orgs
    $0
    Other
    $97,111
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $162,785
    Bonus
    $44,664
    Other
    $47,693
    Deferred
    $78,597
    Nontaxable benefits
    $18,514
    Filer's total
    $352,253

  • SHANNAN HISKEY

    EXEC DIR PHILANTHROPY

    Total calculated
    $295,287
    From this org
    $257,433
    From related orgs
    $0
    Other
    $37,854
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $178,293
    Bonus
    $42,100
    Other
    $37,040
    Deferred
    $18,375
    Nontaxable benefits
    $19,479
    Filer's total
    $295,287

  • CHRISTOPHER SMITH

    FORMER VP FINANCE IAH

    Total calculated
    $504,632
    From this org
    $0
    From related orgs
    $416,662
    Other
    $87,970
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $308,341 related
    Bonus
    $0 + $105,967 related
    Other
    $0 + $2,354 related
    Deferred
    $0 + $86,824 related
    Nontaxable benefits
    $0 + $1,146 related
    Filer's total
    $0 + $504,632 related

  • TERRI FEELY

    FORMER CHIEF PEOPLE OFFICER IHS

    Total calculated
    $1,502,689
    From this org
    $0
    From related orgs
    $1,215,528
    Other
    $287,161
    Hours/week
    10 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $758,631 related
    Bonus
    $0 + $443,631 related
    Other
    $0 + $13,266 related
    Deferred
    $0 + $248,536 related
    Nontaxable benefits
    $0 + $38,625 related
    Filer's total
    $0 + $1,502,689 related

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

  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 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
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINES 4A-B
SEVERANCE PAYMENTS: MELISSA MCCRACKEN $45,423 SEVERANCE AMOUNTS WERE PAID WITHIN 24 MONTHS AFTER SEPARATION FROM SERVICE. SERP PLAN PAYMENTS: MADELINE ERARIO - $27,744 TERRI FEELY - $179,536 JOHN GAUL - $175,787 ALICE POPE - $218,574 CHRISTOPHER SMITH - $49,939 MELISSA MCCRACKEN - $20,778 STEVE NORRIS - 67,868 SUZANNE QUINN - $19,933 THE SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) IS A NONQUALIFIED RETIREMENT PLAN. EMPLOYEES ELIGIBLE TO PARTICIPATE ARE AT LEVEL OF ASSISTANT VICE PRESIDENT AND ABOVE. EACH YEAR, A CERTAIN PERCENTAGE OF EACH PARTICIPANT'S BASE SALARY IS CONTRIBUTED TO THE SERP RANGING FROM 10% TO 25%, DEPENDING ON THE POSITION. VESTING FOR EACH CONTRIBUTION WILL BE THREE YEARS FROM THE AWARD DATE, AND PARTICIPANTS ARE PAID OUT IMMEDIATELY UPON VESTING. AT AGE 62 AND LATER, PARTICIPANTS ARE 100% VESTED AT THE TIME OF EACH ANNUAL AWARD AND PAID OUT IMMEDIATELY UPON VESTING. ANY VESTED BALANCE IS PAID TO PARTICIPANTS AS A TAXABLE EVENT.

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

  • INOVA HEALTH CARE SERVICES

    $34,238,104

    MULTIPLE GRANTS MADE TO FURTHER THE MISSION OF INOVA HEALTH CARE SERVICES OF PROVIDING QUALITY HEALTHCARE TO THE COMMUNITY.

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
2023
Filed
7 November 2024
IRS schema version
2023v5.1
Source object
202403139349301460

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

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