Totals
- Total revenue
- $575,171,713
- Total expenses
- $576,447,192
- Contributions and grants received
- $3,328,798
- Grants paid
- $7,640,567
- Program services expenses (Part IX)
- $436,228,038
- Management and general expenses
- $139,025,612
- Fundraising expenses
- $1,193,542
- Program service expenses (Part III)
- $436,228,038
Program services were 75.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
TERRIE L EDWARDS
DIRECTOR
- Total calculated
- $1,807,735
- From this org
- $0
- From related orgs
- $1,752,076
- Other
- $55,659
- Hours/week
- 1 + 44 related
Schedule J breakdown matched by us
- Base
- $0 + $771,474 related
- Bonus
- $0 + $808,264 related
- Other
- $0 + $172,338 related
- Deferred
- $0 + $26,802 related
- Nontaxable benefits
- $0 + $28,857 related
- Filer's total
- $0 + $1,807,735 related
-
PAUL A GADEN
DIRECTOR
- Total calculated
- $1,241,904
- From this org
- $0
- From related orgs
- $1,100,833
- Other
- $141,071
- Hours/week
- 1 + 46.4 related
Schedule J breakdown matched by us
- Base
- $0 + $602,947 related
- Bonus
- $0 + $416,380 related
- Other
- $0 + $81,506 related
- Deferred
- $0 + $105,592 related
- Nontaxable benefits
- $0 + $35,479 related
- Filer's total
- $0 + $1,241,904 related
-
RITA A BUNCH
DIRECTOR
- Total calculated
- $526,233
- From this org
- $0
- From related orgs
- $495,165
- Other
- $31,068
- Hours/week
- 1 + 41.4 related
Schedule J breakdown matched by us
- Base
- $0 + $283,098 related
- Bonus
- $0 + $170,917 related
- Other
- $0 + $41,150 related
- Deferred
- $0 + $21,102 related
- Nontaxable benefits
- $0 + $9,966 related
- Filer's total
- $0 + $526,233 related
-
MORRIS FENDLEY MD
DIRECTOR
- Total calculated
- $317,587
- From this org
- $324,664
- From related orgs
- $0
- Other
- -$7,077
- Hours/week
- 40 + 0.4 related
Schedule J breakdown matched by us
- Base
- $267,977
- Bonus
- $40,000
- Other
- $16,687
- Deferred
- -$9,954
- Nontaxable benefits
- $2,877
- Filer's total
- $317,587
-
JOSEPH K FUNKHOUSER II
DIRECTOR/CHAIR
- Total calculated
- $40,000
- From this org
- $0
- From related orgs
- $40,000
- Other
- $0
- Hours/week
- 1 + 3.5 related
-
A JERRY BENSON PHD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 0.4 related
-
ARTHUR DEAN II
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
C WAYNE GATES MD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 0.4 related
-
DEVON ANDERS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 0.4 related
-
ROBERT A BROERMANN
TREASURER
- Total calculated
- $3,456,699
- From this org
- $0
- From related orgs
- $3,111,555
- Other
- $345,144
- Hours/week
- 1 + 50 related
Schedule J breakdown matched by us
- Base
- $0 + $1,353,258 related
- Bonus
- $0 + $1,462,129 related
- Other
- $0 + $296,168 related
- Deferred
- $0 + $313,933 related
- Nontaxable benefits
- $0 + $31,211 related
- Filer's total
- $0 + $3,456,699 related
-
EARL J BARNES II
SECRETARY
- Total calculated
- $1,641,759
- From this org
- $0
- From related orgs
- $1,489,106
- Other
- $152,653
- Hours/week
- 1 + 51 related
Schedule J breakdown matched by us
- Base
- $0 + $735,550 related
- Bonus
- $0 + $624,708 related
- Other
- $0 + $128,848 related
- Deferred
- $0 + $120,410 related
- Nontaxable benefits
- $0 + $32,243 related
- Filer's total
- $0 + $1,641,759 related
-
DOUGLAS J MOYER
PRESIDENT
- Total calculated
- $869,731
- From this org
- $776,501
- From related orgs
- $0
- Other
- $93,230
- Hours/week
- 40 + 3 related
Schedule J breakdown matched by us
- Base
- $536,375
- Bonus
- $176,273
- Other
- $63,853
- Deferred
- $55,568
- Nontaxable benefits
- $37,662
- Filer's total
- $869,731
-
ROBERT GARWOOD
KE (VP/CMO)
- Total calculated
- $579,017
- From this org
- $520,304
- From related orgs
- $0
- Other
- $58,713
- Hours/week
- 40 + 1 related
Schedule J breakdown matched by us
- Base
- $373,013
- Bonus
- $144,749
- Other
- $2,542
- Deferred
- $25,342
- Nontaxable benefits
- $33,371
- Filer's total
- $579,017
-
GINA YOST
KE (VP/CNO)
- Total calculated
- $416,198
- From this org
- $300,453
- From related orgs
- $0
- Other
- $115,745
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $219,789
- Bonus
- $71,087
- Other
- $9,577
- Deferred
- $74,639
- Nontaxable benefits
- $41,106
- Filer's total
- $416,198
-
CATHERINE HUGHES
KE (VP OPERATIONS)
- Total calculated
- $318,076
- From this org
- $279,189
- From related orgs
- $0
- Other
- $38,887
- Hours/week
- 40 + 1 related
Schedule J breakdown matched by us
- Base
- $194,572
- Bonus
- $76,467
- Other
- $8,150
- Deferred
- $4,823
- Nontaxable benefits
- $34,064
- Filer's total
- $318,076
-
JAMIN C ENGEL
KE (REGIONAL DIRECTOR PHARMACY OPS)
- Total calculated
- $316,439
- From this org
- $279,010
- From related orgs
- $0
- Other
- $37,429
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $222,518
- Bonus
- $38,536
- Other
- $17,956
- Deferred
- $3,509
- Nontaxable benefits
- $33,920
- Filer's total
- $316,439
-
EDWARD A SANDY
KE (EXEC DIRECTOR MED GROUP)
- Total calculated
- $283,880
- From this org
- $270,394
- From related orgs
- $0
- Other
- $13,486
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $180,452
- Bonus
- $63,458
- Other
- $26,484
- Deferred
- $0
- Nontaxable benefits
- $13,486
- Filer's total
- $283,880
-
ERWIN SECRETOV
PHYSICIAN
- Total calculated
- $1,131,173
- From this org
- $1,082,429
- From related orgs
- $0
- Other
- $48,744
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $1,020,786
- Bonus
- $35,000
- Other
- $26,643
- Deferred
- $10,350
- Nontaxable benefits
- $38,394
- Filer's total
- $1,131,173
-
CHRISTOPHER J HESS MD
PHYSICIAN
- Total calculated
- $1,092,238
- From this org
- $1,056,122
- From related orgs
- $0
- Other
- $36,116
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $1,004,337
- Bonus
- $25,000
- Other
- $26,785
- Deferred
- $885
- Nontaxable benefits
- $35,231
- Filer's total
- $1,092,238
-
CLARK BAUMBUSCH
PHYSICIAN
- Total calculated
- $911,266
- From this org
- $320,417
- From related orgs
- $571,961
- Other
- $18,888
- Hours/week
- 20 + 20 related
Schedule J breakdown matched by us
- Base
- $320,417 + $519,976 related
- Bonus
- $0 + $49,694 related
- Other
- $0 + $2,291 related
- Deferred
- $5,335 + $10,590 related
- Nontaxable benefits
- $0 + $2,963 related
- Filer's total
- $325,752 + $585,514 related
-
ALAN JOHNSON MD
PHYSICIAN
- Total calculated
- $933,004
- From this org
- $882,324
- From related orgs
- $0
- Other
- $50,680
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $790,695
- Bonus
- $50,000
- Other
- $41,629
- Deferred
- $10,350
- Nontaxable benefits
- $40,330
- Filer's total
- $933,004
-
ROBERT LANCEY MD
PHYSICIAN
- Total calculated
- $933,004
- From this org
- $882,324
- From related orgs
- $0
- Other
- $50,680
- Hours/week
- 40 + 1 related
Schedule J breakdown matched by us
- Base
- $790,695
- Bonus
- $50,000
- Other
- $41,629
- Deferred
- $10,350
- Nontaxable benefits
- $40,330
- Filer's total
- $933,004
-
DONNA S HAHN
FORMER KE
- Total calculated
- $111,930
- From this org
- $0
- From related orgs
- $108,782
- Other
- $3,148
- Hours/week
- 0
Schedule J breakdown matched by us
- Base
- $0
- Bonus
- $0
- Other
- $0 + $108,782 related
- Deferred
- $0
- Nontaxable benefits
- $0 + $3,148 related
- Filer's total
- $0 + $111,930 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. THE MOST RECENT COMPENSATION ANALYSIS AND RECOMMENDATIONS WERE SUBMITTED TO THE COMPENSATION COMMITTEE IN 2024. 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
- DONNA HAHN RECEIVED $108,782 IN COMPENSATION RELATED TO HER SEPARATION FROM SERVICE. THIS AMOUNT HAS BEEN INCLUDED IN COLUMN (B)(III) OF SCHEDULE J, PART II. ROBERT BROERMANN, TERRIE EDWARDS, DOUGLAS MOYER, PAUL GADEN, EARL BARNES, II, AND RITA BUNCH 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 2024, THE FOLLOWING CORPORATE EXECUTIVES RECEIVED TAXABLE DISTRIBUTIONS UNDER THE PLAN: ROBERT BROERMANN ($245,580); TERRIE EDWARDS ($124,172); DOUGLAS MOYER ($39,182); AND PAUL GADEN ($9,878). 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 WILL BE PAID AND REPORTED AS COMPENSATION. TARGET AND MAXIMUM OPPORTUNITIES VARY BY LEVEL. TOP HAT- WITHIN THE ANNUAL INCENTIVE PROGRAM, EXECUTIVES AND SENIOR LEADERS MAY RECEIVE ADDITIONAL INCENTIVE PAY TO REWARD EXCEPTIONAL INDIVIDUAL PERFORMANCE. 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. PHYSICIAN PERFORMANCE INCENTIVE AN INCENTIVE DESIGNED TO ENCOURAGE AND RECOGNIZE THE CONTRIBUTIONS AND STEWARDSHIP OF PHYSICIANS IN SENTARA'S INTEGRATED DELIVERY SYSTEM. AWARDS ARE BASED ON THE ACHIEVEMENT OF CLINICAL QUALITY, PATIENT SATISFACTION, FISCAL RESPONSIBILITY AND SYSTEM ALIGNMENT GOALS.
- 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
-
$7,136,061
CORPORATE ALLOCATION TO PARENT
-
$97,110
SUITCASE CLINIC
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.
-
501(C)(3) · SENIOR CARE · VA · controlled entity
Directly controlled by HALIFAX REGIONAL HOSPITAL
-
HALIFAX REGIONAL DEVELOPMENT FOUNDATION INC
501(C)(3) · HLTH/WELFARE · VA · controlled entity
Directly controlled by HALIFAX REGIONAL HOSPITAL
-
501(C)(3) · HEALTHCARE · VA · controlled entity
Directly controlled by SENTARA HEALTH
-
HALIFAX REGIONAL LONG TERM CARE INC
501(C)(3) · SENIOR CARE · VA · controlled entity
Directly controlled by HALIFAX REGIONAL HOSPITAL
-
SENTARA HALIFAX REGIONAL PROPERTIES INC
501(C)(3) · HLTH/WELFARE · VA · controlled entity
Directly controlled by HALIFAX REGIONAL HOSPITAL
-
501(C)(3) · HEALTHCARE · VA
-
SENTARA PRINCESS ANNE HOSPITAL
501(C)(3) · HEALTHCARE · VA · controlled entity
Directly controlled by SENTARA HOSPITALS
-
501(C)(3) · HEALTHCARE · VA
Directly controlled by SENTARA HEALTH
-
501(C)(3) · HEALTHCARE · VA · controlled entity
Directly controlled by SENTARA HEALTH
-
501(C)(3) · HEALTHCARE · VA · controlled entity
Directly controlled by SENTARA HEALTH
-
501(C)(3) · HEALTHCARE · VA · controlled entity
Directly controlled by SENTARA HEALTH
-
501(C)(2) · TITLE HOLDING COMPANY · VA · controlled entity
Directly controlled by SENTARA ENTERPRISES
-
501(C)(3) · HMO · VA · controlled entity
Directly controlled by SENTARA HEALTH
-
POTOMAC HOSPITAL CORPORATION OF PRINCE WILLIAM
501(C)(3) · HEALTHCARE · VA · controlled entity
Directly controlled by SENTARA HEALTH
-
501(C)(3) · PREVENTATIVE HEALTH/REHAB · VA · controlled entity
Directly controlled by SENTARA RMH MEDICAL CENTER
-
501(C)(3) · INVEST/MGT SVCS FOR SUPPORTED ORG · VA · controlled entity
Directly controlled by MARTHA JEFFERSON HOSPITAL
-
MARTHA JEFFERSON HOSPITAL FOUNDATION
501(C)(3) · FUNDRAISING FOR SUPPORTED ORG · VA · controlled entity
Directly controlled by MARTHA JEFFERSON HOSPITAL
-
501(C)(3) · HEALTHCARE · VA · controlled entity
Directly controlled by SENTARA HOSPITALS
-
501(C)(2) · SUPPORT OF HEALTHCARE ORGS · VA
-
OPTIMA FAMILY CARE OF NORTH CAROLINA INC
501(C)(3) · MEDICAID HMO · NC · controlled entity
Directly controlled by OPTIMA HEALTH OF NORTH CAROLINA LLC
-
OPTIMA HEALTH OF NORTH CAROLINA LLC
501(C)(3) · SUPPORTS MCAID HMO · NC · controlled entity
Directly controlled by SENTARA HEALTH
-
SENTARA MEDICARE ADVANTAGE OF NORTH CAROLINA INC
501(C)(4) · MEDICARE HMO · NC · controlled entity
Directly controlled by SENTARA HEALTH
-
SENTARA COMMERCIAL HEALTH PLANS OF NORTH CAROLINA INC
501(C)(4) · SOCIAL WELFARE · NC · controlled entity
Directly controlled by SENTARA HEALTH
-
501(C)(4) · MEDICARE HMO · FL · controlled entity
Directly controlled by SENTARA HOLDINGS FLORIDA LLC
-
SENTARA HEALTH INSURANCE PLANS CORP
501(C)(3) · MEDICAID HMO · GA · controlled entity
Directly controlled by SENTARA HEALTH
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 5 November 2025
- IRS schema version
- 2024v5.2
- Source object
- 202503099349301445
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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