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Nonprofiteer
← INOVA HEALTH SYSTEM FOUNDATION

Form 990 for tax year 2022

Filed by INOVA HEALTH SYSTEM FOUNDATION.

Totals

Total revenue
-$714,218,363
Total expenses
$62,680,221
Contributions and grants received
$31,251,049
Grants paid
$33,210,488
Program services expenses (Part IX)
$49,099,665
Management and general expenses
$1,075,278
Fundraising expenses
$12,505,278
Program service expenses (Part III)
$49,099,665

Program services were 78.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • ANTHONY NADER

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    3

  • PAUL SAVILLE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • SUDHAKAR KESAVAN

    TREASURER

    Total calculated
    $0
    Hours/week
    3

  • RENEE DESILVA

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • WILLIAM DUDLEY

    SECRETARY

    Total calculated
    $0
    Hours/week
    3

  • ALAN DABBIERE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • MARK STAVISH

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • DONNA MOREA

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • MARK MOORE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • NAZZIC KEENE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • CHARLES BEARD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • PENELOPE GROSS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • LESLEY KALAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • J STEPHEN JONES

    CEO, PRESIDENT

    Total calculated
    $5,370,547
    From this org
    $0
    From related orgs
    $5,303,697
    Other
    $66,850
    Hours/week
    13 + 37 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,993,274 related
    Bonus
    $0 + $2,893,336 related
    Other
    $0 + $417,087 related
    Deferred
    $0 + $35,750 related
    Nontaxable benefits
    $0 + $31,100 related
    Filer's total
    $0 + $5,370,547 related

  • MADELINE ERARIO MD

    TRUSTEE

    Total calculated
    $450,568
    From this org
    $0
    From related orgs
    $386,917
    Other
    $63,651
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $310,041 related
    Bonus
    $0 + $72,443 related
    Other
    $0 + $4,433 related
    Deferred
    $0 + $60,636 related
    Nontaxable benefits
    $0 + $3,015 related
    Filer's total
    $0 + $450,568 related

  • JILL DUNCAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • KATHRYN FALK

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • JOHN GAUL

    ASST SECRETARY/SVP GENERAL

    Total calculated
    $1,369,266
    From this org
    $0
    From related orgs
    $1,196,637
    Other
    $172,629
    Hours/week
    12 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $737,531 related
    Bonus
    $0 + $450,265 related
    Other
    $0 + $8,841 related
    Deferred
    $0 + $141,228 related
    Nontaxable benefits
    $0 + $31,401 related
    Filer's total
    $0 + $1,369,266 related

  • ALICE POPE

    ASST TREASURER/CFO

    Total calculated
    $1,965,012
    From this org
    $0
    From related orgs
    $1,885,873
    Other
    $79,139
    Hours/week
    13 + 37 related

    Schedule J breakdown matched by us

    Base
    $0 + $978,992 related
    Bonus
    $0 + $579,536 related
    Other
    $0 + $327,345 related
    Deferred
    $0 + $62,750 related
    Nontaxable benefits
    $0 + $16,389 related
    Filer's total
    $0 + $1,965,012 related

  • SAGE BOLTE

    PRESIDENT IHS FOUNDATION

    Total calculated
    $772,235
    From this org
    $704,284
    From related orgs
    $0
    Other
    $67,951
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $475,050
    Bonus
    $225,819
    Other
    $3,415
    Deferred
    $38,962
    Nontaxable benefits
    $28,989
    Filer's total
    $772,235

  • STEVEN NORRIS

    VP PHILANTRHOPY

    Total calculated
    $563,140
    From this org
    $476,970
    From related orgs
    $0
    Other
    $86,170
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $353,994
    Bonus
    $120,216
    Other
    $2,760
    Deferred
    $65,329
    Nontaxable benefits
    $20,841
    Filer's total
    $563,140

  • LAURA MOSES

    AVP FOUNDATION OPS AND FINANCE

    Total calculated
    $300,062
    From this org
    $235,577
    From related orgs
    $0
    Other
    $64,485
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $185,478
    Bonus
    $46,123
    Other
    $3,976
    Deferred
    $38,388
    Nontaxable benefits
    $26,097
    Filer's total
    $300,062

  • SUZANNE QUINN

    EXEC DIR PHILANTHROPY

    Total calculated
    $284,133
    From this org
    $249,150
    From related orgs
    $0
    Other
    $34,983
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $179,040
    Bonus
    $43,552
    Other
    $26,558
    Deferred
    $33,870
    Nontaxable benefits
    $1,113
    Filer's total
    $284,133

  • MELISSA MCCRACKEN

    AVP DONOR REL AND COMM

    Total calculated
    $333,947
    From this org
    $250,027
    From related orgs
    $0
    Other
    $83,920
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $179,565
    Bonus
    $45,988
    Other
    $24,474
    Deferred
    $56,586
    Nontaxable benefits
    $27,334
    Filer's total
    $333,947

  • AMY RICHARDS

    EXEC DIR PHILANTHROPY

    Total calculated
    $289,305
    From this org
    $243,486
    From related orgs
    $0
    Other
    $45,819
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $173,610
    Bonus
    $43,552
    Other
    $26,324
    Deferred
    $27,370
    Nontaxable benefits
    $18,449
    Filer's total
    $289,305

  • WILLIAM BANE

    FORMER VP FINANCE ILH

    Total calculated
    $435,300
    From this org
    $0
    From related orgs
    $415,651
    Other
    $19,649
    Hours/week
    10 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $31,459 related
    Bonus
    $0 + $79,953 related
    Other
    $0 + $304,239 related
    Deferred
    $0 + $15,362 related
    Nontaxable benefits
    $0 + $4,287 related
    Filer's total
    $0 + $435,300 related

  • CHRISTOPHER SMITH

    FORMER VP FINANCE IAH

    Total calculated
    $478,226
    From this org
    $0
    From related orgs
    $441,883
    Other
    $36,343
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $297,027 related
    Bonus
    $0 + $89,558 related
    Other
    $0 + $55,298 related
    Deferred
    $0 + $35,232 related
    Nontaxable benefits
    $0 + $1,111 related
    Filer's total
    $0 + $478,226 related

  • TERRI FEELY

    FORMER CHIEF PEOPLE OFFICER IHS

    Total calculated
    $1,399,419
    From this org
    $0
    From related orgs
    $1,197,411
    Other
    $202,008
    Hours/week
    10 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $733,201 related
    Bonus
    $0 + $450,264 related
    Other
    $0 + $13,946 related
    Deferred
    $0 + $161,788 related
    Nontaxable benefits
    $0 + $40,220 related
    Filer's total
    $0 + $1,399,419 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

  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Written employment contract
  • 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

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
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINES 4A-B
SEVERANCE PAYMENTS: WILLIAM BANE $276,510 SEVERANCE AMOUNTS WERE PAID WITHIN 24 MONTHS AFTER SEPARATION FROM SERVICE. SERP PLAN PAYMENTS: WILLIAM BANE - $26,904 J. STEPHEN JONES - $355,026 ALICE POPE - $313,312 CHRISTOPHER SMITH - $53,838 MELISSA MCCRACKEN - $21,784 AMY RICHARDS - $25,474 SUZANNE QUINN - $25,255 THE SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) IS A NONQUALIFIED RETIREMENT PLAN. EMPLOYEES ELIGIBLE TO PARTICIPATE ARE AT LEVEL OF ASSISTANT VICE PRESIDENT AND ABOVE. EACH YEAR, A CERTAIN PERCENTAGE OF EACH PARTICIPANT'S BASE SALARY IS CONTRIBUTED TO THE SERP RANGING FROM 10% TO 25%, DEPENDING ON THE POSITION. VESTING FOR EACH CONTRIBUTION WILL BE THREE YEARS FROM THE AWARD DATE, AND PARTICIPANTS ARE PAID OUT IMMEDIATELY UPON VESTING. AT AGE 62 AND LATER, PARTICIPANTS ARE 100% VESTED AT THE TIME OF EACH ANNUAL AWARD AND PAID OUT IMMEDIATELY UPON VESTING. ANY VESTED BALANCE IS PAID TO PARTICIPANTS AS A TAXABLE EVENT.

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

  • INOVA HEALTH CARE SERVICES

    $33,210,488

    MULTIPLE GRANTS MADE TO FURTHER THE MISSION OF INOVA HEALTH CARE SERVICES OF PROVIDING QUALITY HEALTHCARE TO THE COMMUNITY.

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
1 November 2023
IRS schema version
2022v5.0
Source object
202323059349300247

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

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