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Nonprofiteer
← SENTARA HEALTH

Form 990 for tax year 2023

Filed by SENTARA HEALTH.

Totals

Total revenue
$485,099,155
Total expenses
$390,471,283
Contributions and grants received
$85,038,263
Grants paid
$43,900,301
Program services expenses (Part IX)
$331,623,973
Management and general expenses
$58,242,006
Fundraising expenses
$605,304
Program service expenses (Part III)
$331,623,973

Program services were 84.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • DENNIS A MATHEIS

    PRESIDENT/CEO/EX-OFFICIO DIRECTOR

    Total calculated
    $5,808,561
    From this org
    $5,723,707
    From related orgs
    $0
    Other
    $84,854
    Hours/week
    40 + 7 related

    Schedule J breakdown matched by us

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

  • DIAN T CALDERONE

    DIRECTOR

    Total calculated
    $45,000
    From this org
    $45,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    3.1

  • L ALLAN PARROTT JR

    DIRECTOR/CHAIR

    Total calculated
    $50,000
    From this org
    $50,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    3.9

  • WHITNEY RG SAUNDERS

    DIRECTOR/VICE CHAIR

    Total calculated
    $48,451
    From this org
    $48,451
    From related orgs
    $0
    Other
    $0
    Hours/week
    4.8

  • CAROL C THOMAS

    DIRECTOR

    Total calculated
    $40,000
    From this org
    $40,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    3.3 + 2 related

  • E RAY MURPHY

    DIRECTOR

    Total calculated
    $48,147
    From this org
    $48,147
    From related orgs
    $0
    Other
    $0
    Hours/week
    4.2 + 1 related

  • EDWARD GEORGE MD

    DIRECTOR

    Total calculated
    $42,807
    From this org
    $42,807
    From related orgs
    $0
    Other
    $0
    Hours/week
    3.1

  • GILBERT BLAND

    DIRECTOR

    Total calculated
    $45,000
    From this org
    $45,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    3.5

  • J LES HALL

    DIRECTOR

    Total calculated
    $2,077
    From this org
    $2,077
    From related orgs
    $0
    Other
    $0
    Hours/week
    2.2 + 2 related

  • JEFFERY O SMITH ED D

    DIRECTOR

    Total calculated
    $44,191
    From this org
    $44,191
    From related orgs
    $0
    Other
    $0
    Hours/week
    2.8 + 2 related

  • JOHN AGOLA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2.7

  • JOSEPH K FUNKHOUSER II

    DIRECTOR

    Total calculated
    $41,151
    From this org
    $41,151
    From related orgs
    $0
    Other
    $0
    Hours/week
    3.1 + 1.4 related

  • LATISHA OWENS TARRANT

    DIRECTOR

    Total calculated
    $3,384
    From this org
    $3,384
    From related orgs
    $0
    Other
    $0
    Hours/week
    2.7

  • LT GEN FRANCES C WILSON EDD

    DIRECTOR

    Total calculated
    $40,000
    From this org
    $40,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    3

  • PETER BROOKS

    DIRECTOR

    Total calculated
    $42,930
    From this org
    $42,930
    From related orgs
    $0
    Other
    $0
    Hours/week
    3.3

  • WILLIAM R ERMATINGER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3.3

  • AUBREY L LAYNE

    SECRETARY (THROUGH 12/23)

    Total calculated
    $1,858,759
    From this org
    $1,829,812
    From related orgs
    $0
    Other
    $28,947
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $781,392
    Bonus
    $714,180
    Other
    $334,240
    Deferred
    $18,325
    Nontaxable benefits
    $10,622
    Filer's total
    $1,858,759

  • MICHAEL V GENTRY

    COO/EVP (THROUGH 5/23)

    Total calculated
    $2,220,921
    From this org
    $2,142,866
    From related orgs
    $0
    Other
    $78,055
    Hours/week
    40 + 10 related

    Schedule J breakdown matched by us

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

  • ROBERT A BROERMANN

    CFO/EVP

    Total calculated
    $2,809,597
    From this org
    $2,673,690
    From related orgs
    $0
    Other
    $135,907
    Hours/week
    40 + 11 related

    Schedule J breakdown matched by us

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

  • EARL J BARNES II

    SECRETARY (EFFECTIVE 12/23)

    Total calculated
    $1,238,374
    From this org
    $1,094,606
    From related orgs
    $0
    Other
    $143,768
    Hours/week
    40 + 9 related

    Schedule J breakdown matched by us

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

  • BECKY C SAWYER

    KE (EVP & CPO)

    Total calculated
    $1,980,542
    From this org
    $1,728,775
    From related orgs
    $0
    Other
    $251,767
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $817,655
    Bonus
    $833,514
    Other
    $77,606
    Deferred
    $216,287
    Nontaxable benefits
    $35,480
    Filer's total
    $1,980,542

  • JORDAN R ASHER MD

    KE (EVP & CHIEF PHYSICIAN EXEC)

    Total calculated
    $2,294,149
    From this org
    $2,069,516
    From related orgs
    $0
    Other
    $224,633
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $1,002,513
    Bonus
    $974,481
    Other
    $92,522
    Deferred
    $179,537
    Nontaxable benefits
    $45,096
    Filer's total
    $2,294,149

  • MELINDA S HANCOCK

    KE (EVP & CAO)

    Total calculated
    $1,714,755
    From this org
    $1,548,492
    From related orgs
    $0
    Other
    $166,263
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $822,686
    Bonus
    $694,279
    Other
    $31,527
    Deferred
    $134,796
    Nontaxable benefits
    $31,467
    Filer's total
    $1,714,755

  • MEGAN R PERRY

    SVP & CHIEF STRATEGY OFFICER

    Total calculated
    $1,793,140
    From this org
    $1,606,990
    From related orgs
    $0
    Other
    $186,150
    Hours/week
    40 + 3.4 related

    Schedule J breakdown matched by us

    Base
    $808,033
    Bonus
    $599,986
    Other
    $198,971
    Deferred
    $155,231
    Nontaxable benefits
    $30,919
    Filer's total
    $1,793,140

  • STEPHANIE K SCHNITTGER

    SVP & CHIEF FINANCIAL OFFICER

    Total calculated
    $682,319
    From this org
    $615,346
    From related orgs
    $0
    Other
    $66,973
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $455,864
    Bonus
    $149,456
    Other
    $10,026
    Deferred
    $33,609
    Nontaxable benefits
    $33,364
    Filer's total
    $682,319

  • LANCE TORCOM

    SVP & CHIEF MANAGED CARE OFFICER

    Total calculated
    $670,982
    From this org
    $575,904
    From related orgs
    $0
    Other
    $95,078
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $426,157
    Bonus
    $144,593
    Other
    $5,154
    Deferred
    $61,277
    Nontaxable benefits
    $33,801
    Filer's total
    $670,982

  • HOWARD P KERN

    CEO EMERITUS

    Total calculated
    $5,747,995
    From this org
    $5,705,453
    From related orgs
    $0
    Other
    $42,542
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $623,835
    Bonus
    $3,015,385
    Other
    $2,066,233
    Deferred
    $9,900
    Nontaxable benefits
    $32,642
    Filer's total
    $5,747,995

  • JENNIFER BODNER

    SVP/CFO CARE DELIVERY

    Total calculated
    $729,507
    From this org
    $647,694
    From related orgs
    $0
    Other
    $81,813
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $442,939
    Bonus
    $187,249
    Other
    $17,506
    Deferred
    $45,179
    Nontaxable benefits
    $36,634
    Filer's total
    $729,507

  • LOUIS PATALANO IV

    FORMER OFFICER

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

    Schedule J breakdown matched by us

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

  • VICKY G GRAY

    FORMER KE

    Total calculated
    $122,129
    From this org
    $122,129
    From related orgs
    $0
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $122,129
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $122,129

  • GRACE R HINES

    FORMER T5

    Total calculated
    $772,464
    From this org
    $721,840
    From related orgs
    $0
    Other
    $50,624
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $15,360
    Bonus
    $248,009
    Other
    $458,471
    Deferred
    $49,456
    Nontaxable benefits
    $1,168
    Filer's total
    $772,464

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

  • 1a · First-class or charter travel
  • 1a · Travel for companions
  • 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
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 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
  • 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 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. THE ORGANIZATION HELD A BOARD RETREAT WHICH INCLUDED FIRST-CLASS TRAVEL FOR THE CEO, BOARD MEMBERS, AND THEIR COMPANIONS. EXECUTIVE LEADERS OF THE ORGANIZATION, ALONG WITH THEIR COMPANIONS, ALSO ATTENDED THE RETREAT. FIRST-CLASS TRAVEL ENABLED BOTH THE CEO AND BOARD MEMBERS TO CONDUCT BUSINESS WHILE IN FLIGHT. COMPANION TRAVEL WAS TREATED AS TAXABLE COMPENSATION AND PROPERLY REPORTED AS SUCH ON EITHER FORM 1099-NEC OR FORM W-2.
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. GRACE HINES RECEIVED $404,710 IN COMPENSATION RELATED TO HER 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 THE ORGANIZATIONS' 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 ARTICIPANT'S ELECTED INSTALLMENT DISTRIBUTION SCHEDULE FOLLOWING TERMINATION OF EMPLOYMENT, SUBJECT TO ADHERENCE WITH THE NON-COMPETE RESTRICTIONS. IN THE CURRENT YEAR, MR. KERN WAS NO LONGER ACTIVELY ACCRUING BENEFITS; AND HE DID NOT RECEIVE ANY DISTRIBUTIONS. HOWARD KERN, ROBERT BROERMANN, MICHAEL GENTRY, MEGAN PERRY, DENNIS MATHEIS, BECKY SAWYER, JORDAN ASHER, AUBREY LAYNE, EARL BARNES, II AND MELINDA HANCOCK 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 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); HOWARD KERN ($369,201); MEGAN PERRY ($104,772); BECKY SAWYER ($46,250); AUBREY LAYNE ($282,614); JORDAN ASHER ($55,146); AND DENNIS MATHEIS ($1,243,768). THESE AMOUNTS HAVE BEEN REPORTED IN COLUMN (B)(III) OF SCHEDULE J, PART II. MR. KERN WAS ALSO SUBJECT TO FICA AND FUTA TAXATION ON HIS PRE-2009 CONTRIBUTIONS DURING 2023.
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. LONG TERM INCENTIVE PROGRAM - EXECUTIVES LEADERS WHO ARE LARGELY RESPONSIBLE FOR OVERALL POLICY, DIRECTION, AND SUCCESSFUL PERFORMANCE OF THE SYSTEM AND PLAY CRITICAL ROLES IN STRATEGIC INITIATIVES MEASURED BY THE PLAN ARE ELIGIBLE FOR LONG-TERM INCENTIVE AWARDS BASED ON ACHIEVING LONG-TERM PERFORMANCE OBJECTIVES AND SPECIFIC AWARD OPPORTUNITIES (AS A PERCENTAGE OF BASE SALARY) SET BY THE SYSTEM'S COMPENSATION COMMITTEE. AWARDS ARE AT THE SOLE DISCRETION OF THE COMMITTEE, AND NO PARTICIPANT HAS ANY LEGALLY BINDING RIGHT TO AN AWARD UNTIL THE COMMITTEE HAS HAD AN OPPORTUNITY TO EXERCISE THAT DISCRETION. A NEW 3-YEAR CYCLE BEGINS EACH YEAR. 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

The 10 largest by cash amount. The API serves every itemized grant.

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
202413139349304901

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

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