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Nonprofiteer
← SENTARA LIFE CARE CORPORATION

Form 990 for tax year 2022

Filed by SENTARA LIFE CARE CORPORATION.

Totals

Total revenue
$25,610,922
Total expenses
$23,710,196
Contributions and grants received
$0
Grants paid
$0
Program services expenses (Part IX)
$19,922,009
Management and general expenses
$3,788,187
Fundraising expenses
$0
Program service expenses (Part III)
$19,922,009

Program services were 84.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • HOWARD P KERN

    DIRECTOR/CHAIRMAN (THROUGH 9/22)

    Total calculated
    $9,857,935
    From this org
    $0
    From related orgs
    $10,168,793
    Other
    -$310,858
    Hours/week
    1 + 46 related

    Schedule J breakdown matched by us

    Base
    $0 + $2,184,653 related
    Bonus
    $0 + $2,627,694 related
    Other
    $0 + $5,356,446 related
    Deferred
    $0 + -$331,126 related
    Nontaxable benefits
    $0 + $20,268 related
    Filer's total
    $0 + $9,857,935 related

  • MICHAEL V GENTRY

    DIRECTOR

    Total calculated
    $3,439,169
    From this org
    $0
    From related orgs
    $3,479,384
    Other
    -$40,215
    Hours/week
    1 + 49 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

  • ROBERT A BROERMANN

    DIRECTOR/TREASURER

    Total calculated
    $2,315,161
    From this org
    $0
    From related orgs
    $2,401,429
    Other
    -$86,268
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,136,501 related
    Bonus
    $0 + $969,392 related
    Other
    $0 + $295,536 related
    Deferred
    $0 + -$115,045 related
    Nontaxable benefits
    $0 + $28,777 related
    Filer's total
    $0 + $2,315,161 related

  • DENNIS A MATHEIS

    DIRECTOR/CHAIRMAN (EFF 9/22)

    Total calculated
    $2,604,788
    From this org
    $0
    From related orgs
    $2,334,925
    Other
    $269,863
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,334,820 related
    Bonus
    $0 + $926,618 related
    Other
    $0 + $73,487 related
    Deferred
    $0 + $242,038 related
    Nontaxable benefits
    $0 + $27,825 related
    Filer's total
    $0 + $2,604,788 related

  • PAUL A GADEN

    PRESIDENT

    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

  • EARL J BARNES II

    SECRETARY (EFF 6/22)

    Total calculated
    $576,411
    From this org
    $0
    From related orgs
    $502,537
    Other
    $73,874
    Hours/week
    1 + 46 related

    Schedule J breakdown matched by us

    Base
    $0 + $339,835 related
    Bonus
    $0 + $116,099 related
    Other
    $0 + $46,603 related
    Deferred
    $0 + $62,617 related
    Nontaxable benefits
    $0 + $11,257 related
    Filer's total
    $0 + $576,411 related

  • MERINDA B FORD

    KE DIRECTOR PACE PROGRAM

    Total calculated
    $192,076
    From this org
    $157,289
    From related orgs
    $0
    Other
    $34,787
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $137,078
    Bonus
    $20,054
    Other
    $157
    Deferred
    $9,868
    Nontaxable benefits
    $24,919
    Filer's total
    $192,076

  • SHERON WEEKS WIGGINS

    DIR NURSING - PACE

    Total calculated
    $181,881
    From this org
    $143,870
    From related orgs
    $0
    Other
    $38,011
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $117,104
    Bonus
    $17,717
    Other
    $9,049
    Deferred
    $5,882
    Nontaxable benefits
    $32,129
    Filer's total
    $181,881

  • LISA TUZON

    TC, REHAB

    Total calculated
    $160,531
    From this org
    $130,092
    From related orgs
    $0
    Other
    $30,439
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $126,015
    Bonus
    $3,606
    Other
    $471
    Deferred
    $8,172
    Nontaxable benefits
    $22,267
    Filer's total
    $160,531

  • TRASHELLESABRINA BETHUNE

    SITE DIRECTOR, PACE

    Total calculated
    $155,160
    From this org
    $113,259
    From related orgs
    $0
    Other
    $41,901
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $96,979
    Bonus
    $15,220
    Other
    $1,060
    Deferred
    $4,176
    Nontaxable benefits
    $37,725
    Filer's total
    $155,160

  • SUSAN COURTNEY BROWN

    PHYSICAL THERAPIST

    Total calculated
    $127,417
    From this org
    $110,728
    From related orgs
    $0
    Other
    $16,689
    Hours/week
    40

  • CYNTHIA Y WHITE

    OCCUPATIONAL THERAPIST SLCC

    Total calculated
    $137,492
    From this org
    $109,453
    From related orgs
    $0
    Other
    $28,039
    Hours/week
    40

  • TERESA L EDWARDS

    FORMER OFFICER

    Total calculated
    $1,157,651
    From this org
    $0
    From related orgs
    $1,203,228
    Other
    -$45,577
    Hours/week
    0 + 41 related

    Schedule J breakdown matched by us

    Base
    $0 + $655,191 related
    Bonus
    $0 + $409,647 related
    Other
    $0 + $138,390 related
    Deferred
    $0 + -$71,903 related
    Nontaxable benefits
    $0 + $26,326 related
    Filer's total
    $0 + $1,157,651 related

  • SAMUEL J HAWLEY

    FORMER OFFICER

    Total calculated
    $187,638
    From this org
    $0
    From related orgs
    $229,108
    Other
    -$41,470
    Hours/week
    0 + 46 related

    Schedule J breakdown matched by us

    Base
    $0 + $100,573 related
    Bonus
    $0 + $37,816 related
    Other
    $0 + $90,719 related
    Deferred
    $0 + -$51,443 related
    Nontaxable benefits
    $0 + $9,973 related
    Filer's total
    $0 + $187,638 related

  • LOUIS PATALANO IV

    FORMER OFFICER

    Total calculated
    $1,086,895
    From this org
    $0
    From related orgs
    $1,103,191
    Other
    -$16,296
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $1,103,191 related
    Deferred
    $0 + -$17,502 related
    Nontaxable benefits
    $0 + $1,206 related
    Filer's total
    $0 + $1,086,895 related

  • MARY L BLUNT

    FORMER OFFICER

    Total calculated
    $422,722
    From this org
    $0
    From related orgs
    $422,722
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $422,722 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $422,722 related

  • ANNIE M ALEXANDER

    FORMER T5

    Total calculated
    $201,181
    From this org
    $0
    From related orgs
    $171,635
    Other
    $29,546
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $143,605 related
    Bonus
    $0 + $20,141 related
    Other
    $0 + $7,889 related
    Deferred
    $0 + -$562 related
    Nontaxable benefits
    $0 + $30,108 related
    Filer's total
    $0 + $201,181 related

  • RHONDA S ROUSE

    FORMER T5

    Total calculated
    $179,409
    From this org
    $0
    From related orgs
    $151,252
    Other
    $28,157
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $130,154 related
    Bonus
    $0 + $19,083 related
    Other
    $0 + $2,015 related
    Deferred
    $0 + $9,390 related
    Nontaxable benefits
    $0 + $18,767 related
    Filer's total
    $0 + $179,409 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 THROUGH THE USE OF A COMPENSATION COMMITTEE, AN INDEPENDENT COMPENSATION CONSULTANT, A COMPENSATION STUDY, AND APPROVAL BY SENTARA HEALTH'S COMPENSATION COMMITTEE. 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. THE SENTARA HEALTH BOARD HAS DIRECTED A COMMITTEE OF INDEPENDENT, CONFLICT-FREE BOARD MEMBERS TO DEVOTE THEIR TIME AND ATTENTION TO THE OVERSIGHT OF SENTARA HEALTH'S EXECUTIVE COMPENSATION AND BENEFITS PROGRAMS. THE COMPENSATION COMMITTEE CONSISTS OF PROFESSIONAL, EXPERIENCED, AND DEDICATED BOARD MEMBERS WHO TAKE THIS RESPONSIBILITY VERY SERIOUSLY. THE COMPENSATION COMMITTEE FOLLOWS GOVERNANCE BEST PRACTICES IN THE REVIEW AND APPROVAL OF EXECUTIVE COMPENSATION. THE COMPENSATION COMMITTEE IS ASSISTED BY OUTSIDE ADVISORS WHO ARE ENGAGED BY THE COMMITTEE.
PART I, LINES 4A-B
LOUIS PATALANO, IV RECEIVED $1,103,191 IN COMPENSATION RELATED TO HIS SEPARATION FROM SERVICE. THIS AMOUNT HAS BEEN INCLUDED IN COLUMN (B)(III) OF SCHEDULE J, PART II. HOWARD KERN PARTICIPATED IN THE SENTARA SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN AND HAS ATTAINED NORMAL RETIREMENT AGE UNDER THE PLAN. PARTICIPATION IN THE PLAN IS LIMITED TO SELECT INDIVIDUALS AS APPROVED BY SENTARA HEALTH'S BOARD OF DIRECTOR'S COMPENSATION COMMITTEE. THE PLAN IS CURRENTLY CLOSED TO ADDITIONAL MEMBERS. THE PLAN IS A DEFINED BENEFIT ARRANGEMENT UNDER WHICH MEMBERS ACCRUE AN ANNUAL FORMULA-BASED BENEFIT DURING EACH YEAR OF COVERED EMPLOYMENT, WHICH IS SUBJECT TO A SUBSTANTIAL RISK OF FORFEITURE FOR FEDERAL INCOME TAX PURPOSES UNTIL THE COMPLETION OF A TWO YEAR NON-COMPETE PERIOD FOLLOWING TERMINATION OR UPON DEATH. FICA AND FUTA TAXATION OF PORTIONS OF THE ACCRUED BENEFIT MAY OCCUR EARLIER THAN FEDERAL INCOME TAXATION IN ACCORDANCE WITH APPLICABLE LAW. DISTRIBUTION OF PLAN BENEFITS MAY OCCUR AT THE DATE OF APPLICABLE TAXATION (TO THE EXTENT REQUIRED TO COVER APPLICABLE TAXES) AND IN ACCORDANCE WITH THE PARTICIPANT'S ELECTED INSTALLMENT DISTRIBUTION SCHEDULE FOLLOWING TERMINATION OF EMPLOYMENT, SUBJECT TO ADHERENCE WITH THE NON-COMPETE RESTRICTIONS. IN THE CURRENT YEAR, MR. KERN WAS EMPLOYED AND ACTIVELY ACCRUING PLAN BENEFITS IN ACCORDANCE WITH THE PLAN'S TERMS. MR. KERN WAS SUBJECT TO FICA AND FUTA TAXATION ON HIS ACCRUED PLAN BENEFITS IN 2022 AND RECEIVED TAXABLE PLAN DISTRIBUTIONS OF $181,970 TO COVER APPLICABLE TAXES FOR 2022. HOWARD KERN, MARY BLUNT, ROBERT BROERMANN, MICHAEL GENTRY, TERESA EDWARDS, DENNIS MATHEIS, PAUL GADEN, AND EARL BARNES 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 THE ORGANIZATION'S [OR 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: ROBERT BROERMANN ($202,592); TERESA EDWARDS ($97,536); MICHAEL GENTRY ($172,528); HOWARD KERN ($812,849); AND DENNIS MATHEIS ($32,207). THESE AMOUNTS HAVE BEEN REPORTED IN COLUMN (B)(III) OF SCHEDULE J, PART II. DURING THE CURRENT TAX YEAR DENNIS MATHEID PARTICIPATED IN THE SENTARA NON-QUALIFIED DEFERRED COMPENSATION PLAN. A NEW PLAN YEAR BEGINS EACH JANUARY 1ST. ELIGIBILITY REQUIRES THAT AN EMPLOYEE MUST BE IN THE TOP 5% BY SALARY AND HAVE COMPENSATION GREATER THAN OR EQUAL TO THE HIGHLY COMPENSATED AMOUNT SET BY THE PLAN IN ORDER TO PARTICIPATE. PARTICIPANTS MUST MAKE THEIR ELECTIONS IN THE YEAR PRECEDING THE DEFERRAL YEAR AND SELECT A DISTRIBUTION DATE. NEW ELECTIONS MUST BE MADE EACH YEAR. ALL PARTICIPANTS ARE 100% VESTED IN THEIR ACCOUNT BALANCES AND LUMP SUM IS THE FORM OF PAYMENT AT THE DISTRIBUTION DATE UNLESS A 5 OR 10 YEAR INSTALLMENT PAYMENT WAS SELECTED.
PART I, LINE 7
DURING THE CURRENT TAX YEAR, THE ORGANIZATION MADE NON-FIXED PAYMENTS OF COMPENSATION UNDER THE FOLLOWING INCENTIVE PROGRAMS: 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. 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'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

No itemized grants to organizations 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
6 November 2023
IRS schema version
2022v5.0
Source object
202323109349300937

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