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Nonprofiteer
← SENTARA ENTERPRISES

Form 990 for tax year 2023

Filed by SENTARA ENTERPRISES.

Totals

Total revenue
$117,990,872
Total expenses
$142,442,633
Contributions and grants received
$13,315
Grants paid
$1,765,780
Program services expenses (Part IX)
$113,404,745
Management and general expenses
$29,037,888
Fundraising expenses
$0
Program service expenses (Part III)
$113,404,745

Program services were 79.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • MICHAEL V GENTRY

    DIRECTOR/CHAIR (THROUGH 5/23)

    Total calculated
    $2,220,921
    From this org
    $0
    From related orgs
    $2,142,866
    Other
    $78,055
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $676,459 related
    Bonus
    $0 + $1,177,775 related
    Other
    $0 + $288,632 related
    Deferred
    $0 + $60,636 related
    Nontaxable benefits
    $0 + $17,419 related
    Filer's total
    $0 + $2,220,921 related

  • PAUL A GADEN

    DIRECTOR/PRESIDENT

    Total calculated
    $1,212,995
    From this org
    $0
    From related orgs
    $1,057,862
    Other
    $155,133
    Hours/week
    1 + 46.4 related

    Schedule J breakdown matched by us

    Base
    $0 + $589,442 related
    Bonus
    $0 + $398,386 related
    Other
    $0 + $70,034 related
    Deferred
    $0 + $121,649 related
    Nontaxable benefits
    $0 + $33,484 related
    Filer's total
    $0 + $1,212,995 related

  • ROBERT A BROERMANN

    DIRECTOR/TREASURER

    Total calculated
    $2,809,597
    From this org
    $0
    From related orgs
    $2,673,690
    Other
    $135,907
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,250,127 related
    Bonus
    $0 + $1,116,632 related
    Other
    $0 + $306,931 related
    Deferred
    $0 + $106,554 related
    Nontaxable benefits
    $0 + $29,353 related
    Filer's total
    $0 + $2,809,597 related

  • TERRIE L EDWARDS

    DIRECTOR/CHAIR (EFF 5/23)

    Total calculated
    $1,786,649
    From this org
    $0
    From related orgs
    $1,370,901
    Other
    $415,748
    Hours/week
    1 + 44 related

    Schedule J breakdown matched by us

    Base
    $0 + $756,908 related
    Bonus
    $0 + $452,745 related
    Other
    $0 + $161,248 related
    Deferred
    $0 + $389,167 related
    Nontaxable benefits
    $0 + $26,581 related
    Filer's total
    $0 + $1,786,649 related

  • DENNIS A MATHEIS

    DIRECTOR

    Total calculated
    $5,808,561
    From this org
    $0
    From related orgs
    $5,723,707
    Other
    $84,854
    Hours/week
    1 + 46 related

    Schedule J breakdown matched by us

    Base
    $0 + $2,115,675 related
    Bonus
    $0 + $2,319,360 related
    Other
    $0 + $1,288,672 related
    Deferred
    $0 + $53,706 related
    Nontaxable benefits
    $0 + $31,148 related
    Filer's total
    $0 + $5,808,561 related

  • EARL J BARNES II

    SECRETARY

    Total calculated
    $1,238,374
    From this org
    $0
    From related orgs
    $1,094,606
    Other
    $143,768
    Hours/week
    1 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $739,648 related
    Bonus
    $0 + $225,826 related
    Other
    $0 + $129,132 related
    Deferred
    $0 + $113,312 related
    Nontaxable benefits
    $0 + $30,456 related
    Filer's total
    $0 + $1,238,374 related

  • KIM S BRADLEY

    KE (VP CHIEF NURSE EXECUTIVE - SE)

    Total calculated
    $374,644
    From this org
    $231,326
    From related orgs
    $0
    Other
    $143,318
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $145,770
    Bonus
    $53,429
    Other
    $32,127
    Deferred
    $116,431
    Nontaxable benefits
    $26,887
    Filer's total
    $374,644

  • MICHAEL W MOUNIE

    KE (VP, OPERATIONS & FINANCE - SE)

    Total calculated
    $273,452
    From this org
    $227,460
    From related orgs
    $0
    Other
    $45,992
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $117,910
    Bonus
    $73,182
    Other
    $36,368
    Deferred
    $42,446
    Nontaxable benefits
    $3,546
    Filer's total
    $273,452

  • JAMES R SCHWAMBURGER

    DIRECTOR, PHARMACY

    Total calculated
    $344,701
    From this org
    $259,052
    From related orgs
    $0
    Other
    $85,649
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $197,206
    Bonus
    $31,145
    Other
    $30,701
    Deferred
    $70,329
    Nontaxable benefits
    $15,320
    Filer's total
    $344,701

  • NICOLE HAYDEN

    ADMINISTRATOR-HH/HOSPICE

    Total calculated
    $208,857
    From this org
    $176,408
    From related orgs
    $0
    Other
    $32,449
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $156,706
    Bonus
    $19,590
    Other
    $112
    Deferred
    $30,599
    Nontaxable benefits
    $1,850
    Filer's total
    $208,857

  • BRIAN HUMPF

    ADMINISTRATOR-HH/HOSPICE

    Total calculated
    $227,848
    From this org
    $176,681
    From related orgs
    $0
    Other
    $51,167
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $172,414
    Bonus
    $3,250
    Other
    $1,017
    Deferred
    $16,365
    Nontaxable benefits
    $34,802
    Filer's total
    $227,848

  • RAMONA EPPARD

    ADMINISTRATOR-HH/HOSPICE

    Total calculated
    $233,979
    From this org
    $176,962
    From related orgs
    $0
    Other
    $57,017
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $150,993
    Bonus
    $17,259
    Other
    $8,710
    Deferred
    $29,141
    Nontaxable benefits
    $27,876
    Filer's total
    $233,979

  • WESLEY HRIC

    TC, PHARMACY

    Total calculated
    $217,335
    From this org
    $176,752
    From related orgs
    $0
    Other
    $40,583
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $170,886
    Bonus
    $4,246
    Other
    $1,620
    Deferred
    $11,152
    Nontaxable benefits
    $29,431
    Filer's total
    $217,335

  • LOUIS PATALANO IV

    FORMER OFFICER

    Total calculated
    $210,875
    From this org
    $0
    From related orgs
    $210,869
    Other
    $6
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $210,869 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $6 related
    Filer's total
    $0 + $210,875 related

  • HELENA T HUNT

    FORMER T5

    Total calculated
    $252,952
    From this org
    $0
    From related orgs
    $189,307
    Other
    $63,645
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $187,370 related
    Bonus
    $0 + $750 related
    Other
    $0 + $1,187 related
    Deferred
    $0 + $46,735 related
    Nontaxable benefits
    $0 + $16,910 related
    Filer's total
    $0 + $252,952 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

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

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 USING 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, LINES 4A-B
LOUIS PATALANO, IV RECEIVED $210,869 IN COMPENSATION RELATED TO HIS SEPARATION FROM SERVICE. THIS AMOUNT HAS BEEN INCLUDED IN COLUMN (B)(III) OF SCHEDULE J, PART II. ROBERT BROERMANN, MICHAEL GENTRY, PAUL GADEN, TERRIE EDWARDS, DENNIS MATHEIS AND EARL BARNES, II 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. EFFECTIVE JANUARY 1, 2023, VESTING OF CONTRIBUTIONS EXPANDED TO INCLUDE AGE 60 WITH 5 YEARS OF SERVICE FROM THE DATE OF HIRE, OR AGE 65 WITH 2 YEARS OF SERVICE FROM THE CAA PLAN ENTRY DATE. 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). FICA AND FUTA TAXATION OF PRE-2009 CONTRIBUTIONS MAY OCCUR EARLIER THAN FEDERAL INCOME TAXATION IN ACCORDANCE WITH APPLICABLE LAW. DURING 2023, THE FOLLOWING CORPORATE EXECUTIVES RECEIVED TAXABLE DISTRIBUTIONS UNDER THE PLAN: ROBERT BROERMANN ($222,448); MICHAEL GENTRY ($170,140); TERRIE EDWARDS ($100,460); AND DENNIS MATHEIS ($1,243,768.) 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 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. YEAR-END BONUS PAYMENTS - EMPLOYEES WHO ARE NOT COVERED UNDER ANOTHER INCENTIVE PROGRAM ARE ELIGIBLE FOR YEAR-END BONUSES WHICH ARE CONDITIONED UPON SYSTEM YEAR-END RESULTS.
PART I LINE 4
CERTAIN SENIOR EXECUTIVES OF THE SENTARA HEALTH SYSTEM ARE COVERED BY THE SENTARA HEALTH EXECUTIVE CHANGE IN CONTROL AND SEVERANCE BENEFIT PLAN. THE PLAN PROVIDES FOR SPECIFIED SEVERANCE PAY AND BENEFITS IN THE EVENT OF INVOLUNTARY TERMINATION OF EMPLOYMENT THAT OCCURS: (1) IN THE ORDINARY COURSE OF EMPLOYMENT OR (2) WITHIN TWO YEARS FOLLOWING A QUALIFYING CHANGE IN CONTROL TO ELIGIBLE INDIVIDUALS AS DEFINED IN THE PLAN. PLAN BENEFITS VARY BASED UPON AN ELIGIBLE INDIVIDUAL'S TIER LEVEL AND WHETHER THE TERMINATION IS OR IS NOT WITHIN TWO YEARS FOLLOWING A CHANGE IN CONTROL, BUT GENERALLY RANGE BETWEEN 12-18 MONTHS. THE PLAN IS UNFUNDED AND DESIGNED AS AN ERISA TOP HAT WELFARE BENEFIT PLAN. INDIVIDUALS THAT ARE NOT ELIGIBLE TO PARTICIPATE IN THE PLAN MAY BE COVERED UNDER INDIVIDUAL ARRANGEMENTS DEPENDING ON POSITION AND QUALIFYING CIRCUMSTANCES.

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
2023
Filed
8 November 2024
IRS schema version
2023v5.1
Source object
202413139349301636

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