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Nonprofiteer
← SENTARA ENTERPRISES

Form 990 for tax year 2024

Filed by SENTARA ENTERPRISES.

Totals

Total revenue
$121,556,173
Total expenses
$145,381,976
Contributions and grants received
$53,336
Grants paid
$1,660,433
Program service revenue
$121,581,715
Investment income
$45,763
Other revenue
-$124,641
Total assets, end of year
$44,628,192
Total liabilities, end of year
$16,223,135
Net assets or fund balances, end of year
$28,405,057
Program services expenses (Part IX)
$115,879,840
Management and general expenses
$29,502,136
Fundraising expenses
$0
Program service expenses (Part III)
$115,879,840

Program services were 79.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • DENNIS A MATHEIS

    DIRECTOR

    Total calculated
    $6,375,042
    From this org
    $0
    From related orgs
    $6,056,025
    Other
    $319,017
    Hours/week
    1 + 46 related

    Schedule J breakdown matched by us

    Base
    $0 + $2,384,378 related
    Bonus
    $0 + $3,159,735 related
    Other
    $0 + $511,912 related
    Deferred
    $0 + $285,659 related
    Nontaxable benefits
    $0 + $33,358 related
    Filer's total
    $0 + $6,375,042 related

  • ROBERT A BROERMANN

    DIRECTOR/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

  • MELINDA S HANCOCK

    DIRECTOR (EFFECTIVE 12/24)

    Total calculated
    $2,005,794
    From this org
    $0
    From related orgs
    $1,838,351
    Other
    $167,443
    Hours/week
    1 + 41 related

    Schedule J breakdown matched by us

    Base
    $0 + $877,864 related
    Bonus
    $0 + $923,895 related
    Other
    $0 + $36,592 related
    Deferred
    $0 + $140,642 related
    Nontaxable benefits
    $0 + $26,801 related
    Filer's total
    $0 + $2,005,794 related

  • TERRIE L EDWARDS

    DIRECTOR/CHAIR (BOTH THROUGH 8/24)

    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

  • ERIC CONLEY

    DIRECTOR/CHAIR (BOTH EFFECTIVE 8/24)

    Total calculated
    $1,554,199
    From this org
    $0
    From related orgs
    $1,142,423
    Other
    $411,776
    Hours/week
    1 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $818,982 related
    Bonus
    $0 + $154,204 related
    Other
    $0 + $169,237 related
    Deferred
    $0 + $396,184 related
    Nontaxable benefits
    $0 + $15,592 related
    Filer's total
    $0 + $1,554,199 related

  • PAUL A GADEN

    DIRECTOR (THROUGH 12/24) /PRESIDENT

    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

  • KATRINA MELTON

    DIRECTOR (EFFECTIVE 12/24)

    Total calculated
    $364,533
    From this org
    $359,661
    From related orgs
    $0
    Other
    $4,872
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $112,524
    Bonus
    $30,960
    Other
    $216,177
    Deferred
    $0
    Nontaxable benefits
    $4,872
    Filer's total
    $364,533

  • 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

  • KIM S BRADLEY

    KE (VP CHIEF NURSE OFFICER)

    Total calculated
    $311,476
    From this org
    $230,800
    From related orgs
    $0
    Other
    $80,676
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $131,919
    Bonus
    $62,959
    Other
    $35,922
    Deferred
    $48,581
    Nontaxable benefits
    $32,095
    Filer's total
    $311,476

  • JAMES R SCHWAMBURGER

    DIRECTOR, PHARMACY-HOME CARE/PROPRIUM

    Total calculated
    $347,755
    From this org
    $148,991
    From related orgs
    $123,888
    Other
    $74,876
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    $98,557 + $108,044 related
    Bonus
    $38,751
    Other
    $11,683 + $15,844 related
    Deferred
    $30,053 + $15,455 related
    Nontaxable benefits
    $14,684 + $14,684 related
    Filer's total
    $193,728 + $154,027 related

  • NEIL ADDESSO

    TC, PHARMACY

    Total calculated
    $222,105
    From this org
    $201,164
    From related orgs
    $0
    Other
    $20,941
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $174,440
    Bonus
    $14,106
    Other
    $12,618
    Deferred
    $4,530
    Nontaxable benefits
    $16,411
    Filer's total
    $222,105

  • WESLEY HRIC

    TC, PHARMACY

    Total calculated
    $242,384
    From this org
    $199,790
    From related orgs
    $0
    Other
    $42,594
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $180,371
    Bonus
    $17,718
    Other
    $1,701
    Deferred
    $6,321
    Nontaxable benefits
    $36,273
    Filer's total
    $242,384

  • BRIAN HUMPF

    ADMINISTRATOR-HH/HOSPICE

    Total calculated
    $238,939
    From this org
    $196,649
    From related orgs
    $0
    Other
    $42,290
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $194,560
    Bonus
    $750
    Other
    $1,339
    Deferred
    $4,976
    Nontaxable benefits
    $37,314
    Filer's total
    $238,939

  • AMANDA LANG

    MANAGER, PHARMACY

    Total calculated
    $480,719
    From this org
    $205,494
    From related orgs
    $205,494
    Other
    $69,731
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    $186,062 + $186,062 related
    Bonus
    $18,717 + $18,717 related
    Other
    $715 + $715 related
    Deferred
    $6,410 + $6,409 related
    Nontaxable benefits
    $28,456 + $28,456 related
    Filer's total
    $240,360 + $240,359 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, and on a Form 990-PF Part VIII's — 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
  • 1a · Housing allowance or residence for personal use
  • 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 PROVIDED A HOUSING ALLOWANCE TO A SENIOR EXECUTIVE RELATED TO RELOCATION, INCLUDING THE ADDITIONAL TAXES ASSOCIATED WITH SUCH BENEFIT, 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 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, LINE 4B
ROBERT BROERMANN, TERRIE EDWARDS, DENNIS MATHEIS, PAUL GADEN, MELINDA HANCOCK, EARL BARNES, II, AND ERIC CONLEY 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); PAUL GADEN ($9,878); AND DENNIS MATHEIS ($468,400.) THESE AMOUNTS HAVE BEEN REPORTED IN COLUMN (B)(III) OF SCHEDULE J, PART II. DURING THE CURRENT TAX YEAR, JAMES R SCHWAMBURGER 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: 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. 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. 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.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • MEDICAL TRANSPORT LLC

    MEDICAL TRANSPORT · VA · income -$41 · assets $631

    Directly controlled by SENTARA ENTERPRISES

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

Provenance

Return type
form_990
Tax year
2024
Filed
6 November 2025
IRS schema version
2024v5.2
Source object
202543109349303229

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