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Nonprofiteer
← HALIFAX REGIONAL HOSPITAL INC

Form 990 for tax year 2024

Filed by HALIFAX REGIONAL HOSPITAL INC.

Totals

Total revenue
$98,174,906
Total expenses
$124,199,272
Contributions and grants received
$78,561
Grants paid
$1,609,020
Program services expenses (Part IX)
$93,088,342
Management and general expenses
$31,110,930
Fundraising expenses
$0
Program service expenses (Part III)
$93,088,342

Program services were 75.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • MEGAN R PERRY

    DIRECTOR/TREASURER

    Total calculated
    $1,951,097
    From this org
    $0
    From related orgs
    $1,901,177
    Other
    $49,920
    Hours/week
    1 + 42.4 related

    Schedule J breakdown matched by us

    Base
    $0 + $868,905 related
    Bonus
    $0 + $810,992 related
    Other
    $0 + $221,280 related
    Deferred
    $0 + $17,050 related
    Nontaxable benefits
    $0 + $32,870 related
    Filer's total
    $0 + $1,951,097 related

  • PAUL A GADEN

    DIRECTOR/VICE CHAIR

    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

  • JOANNE M INMAN

    DIRECTOR

    Total calculated
    $726,215
    From this org
    $0
    From related orgs
    $664,914
    Other
    $61,301
    Hours/week
    1 + 41 related

    Schedule J breakdown matched by us

    Base
    $0 + $379,698 related
    Bonus
    $0 + $220,451 related
    Other
    $0 + $64,765 related
    Deferred
    $0 + $20,030 related
    Nontaxable benefits
    $0 + $41,271 related
    Filer's total
    $0 + $726,215 related

  • HABIB BASSIL MD

    DIRECTOR/SECRETARY

    Total calculated
    $68,375
    From this org
    $68,375
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • CAROL C THOMAS

    DIRECTOR/CHAIR

    Total calculated
    $40,000
    From this org
    $0
    From related orgs
    $40,000
    Other
    $0
    Hours/week
    1.6 + 2.3 related

  • TERRANCE J TRUITT MD

    DIRECTOR

    Total calculated
    $19,138
    From this org
    $19,138
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • DABNEY TP GILLIAM JR

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DAVID H WHITE JR

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • J KENNETH MORGAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JEREMY SATTERFIELD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • KATHRYN F ROBERTS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • SAID B ISKANDAR MD

    DIRECTOR (VOTING EX-OFFICIO)

    Total calculated
    $0
    Hours/week
    1

  • VALDIVIA T MARSHALL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • BRIAN K ZWOYER

    PRESIDENT

    Total calculated
    $411,664
    From this org
    $336,387
    From related orgs
    $0
    Other
    $75,277
    Hours/week
    40 + 4 related

    Schedule J breakdown matched by us

    Base
    $251,970
    Bonus
    $80,810
    Other
    $3,607
    Deferred
    $36,211
    Nontaxable benefits
    $39,066
    Filer's total
    $411,664

  • NICOLE L DOCKERY

    KE (VP, CNO)

    Total calculated
    $250,739
    From this org
    $230,625
    From related orgs
    $0
    Other
    $20,114
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $176,048
    Bonus
    $54,025
    Other
    $552
    Deferred
    $6,010
    Nontaxable benefits
    $14,104
    Filer's total
    $250,739

  • SHERRI F BEE

    KE (DIR CARDIAC SVCS)

    Total calculated
    $203,520
    From this org
    $184,016
    From related orgs
    $0
    Other
    $19,504
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $159,913
    Bonus
    $22,343
    Other
    $1,760
    Deferred
    $6,187
    Nontaxable benefits
    $13,317
    Filer's total
    $203,520

  • VICTOR MIHAL

    PHYSICIAN

    Total calculated
    $407,427
    From this org
    $383,598
    From related orgs
    $0
    Other
    $23,829
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $289,805
    Bonus
    $30,720
    Other
    $63,073
    Deferred
    $10,350
    Nontaxable benefits
    $13,479
    Filer's total
    $407,427

  • PABLO SOUZA MD

    PHYSICIAN

    Total calculated
    $428,579
    From this org
    $379,510
    From related orgs
    $0
    Other
    $49,069
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $352,381
    Bonus
    $0
    Other
    $27,129
    Deferred
    $13,195
    Nontaxable benefits
    $35,874
    Filer's total
    $428,579

  • SOWMYA SRIMANTHULA MD

    PHYSICIAN

    Total calculated
    $383,584
    From this org
    $341,508
    From related orgs
    $0
    Other
    $42,076
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $288,812
    Bonus
    $20,000
    Other
    $32,696
    Deferred
    $10,350
    Nontaxable benefits
    $31,726
    Filer's total
    $383,584

  • JONI O ABBOTT

    PHYSICIAN

    Total calculated
    $339,857
    From this org
    $293,671
    From related orgs
    $0
    Other
    $46,186
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $263,849
    Bonus
    $15,385
    Other
    $14,437
    Deferred
    $9,165
    Nontaxable benefits
    $37,021
    Filer's total
    $339,857

  • CANDACE CLOCKER

    PHYSICIAN

    Total calculated
    $296,388
    From this org
    $281,652
    From related orgs
    $0
    Other
    $14,736
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $252,538
    Bonus
    $12,000
    Other
    $17,114
    Deferred
    $2,326
    Nontaxable benefits
    $12,410
    Filer's total
    $296,388

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

  • 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 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
MEGAN PERRY, JOANNE INMAN, PAUL GADEN, AND BRIAN ZWOYER 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: MEGAN PERRY ($129,496); JOANNE INMAN ($30,748); 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 MAY BE PAID AND REPORTED AS COMPENSATION. TARGET AND MAXIMUM OPPORTUNITIES VARY BY LEVEL. 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

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
2024
Filed
7 November 2025
IRS schema version
2024v5.2
Source object
202513119349304331

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

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