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Nonprofiteer
← SENTARA PRINCESS ANNE HOSPITAL

Form 990 for tax year 2022

Filed by SENTARA PRINCESS ANNE HOSPITAL.

Totals

Total revenue
$362,091,096
Total expenses
$323,959,944
Contributions and grants received
$14,102
Grants paid
$138,800
Program service revenue
$361,251,503
Investment income
$825,491
Other revenue
$0
Total assets, end of year
$365,517,651
Total liabilities, end of year
$211,740,392
Net assets or fund balances, end of year
$153,777,259
Program services expenses (Part IX)
$252,235,431
Management and general expenses
$71,724,513
Fundraising expenses
$0
Program service expenses (Part III)
$252,235,431

Program services were 77.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • MICHAEL V GENTRY

    DIRECTOR/PRESIDENT

    Total calculated
    $3,439,169
    From this org
    $0
    From related orgs
    $3,479,384
    Other
    -$40,215
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,135,214 related
    Bonus
    $0 + $943,662 related
    Other
    $0 + $1,400,508 related
    Deferred
    $0 + -$71,826 related
    Nontaxable benefits
    $0 + $31,611 related
    Filer's total
    $0 + $3,439,169 related

  • PAUL A GADEN

    DIRECTOR

    Total calculated
    $1,108,884
    From this org
    $0
    From related orgs
    $985,869
    Other
    $123,015
    Hours/week
    1 + 45.4 related

    Schedule J breakdown matched by us

    Base
    $0 + $573,520 related
    Bonus
    $0 + $362,393 related
    Other
    $0 + $49,956 related
    Deferred
    $0 + $89,920 related
    Nontaxable benefits
    $0 + $33,095 related
    Filer's total
    $0 + $1,108,884 related

  • TERESA L EDWARDS

    DIRECTOR

    Total calculated
    $1,157,651
    From this org
    $0
    From related orgs
    $1,203,228
    Other
    -$45,577
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $655,191 related
    Bonus
    $0 + $409,647 related
    Other
    $0 + $138,390 related
    Deferred
    $0 + -$71,903 related
    Nontaxable benefits
    $0 + $26,326 related
    Filer's total
    $0 + $1,157,651 related

  • ROBERT A BROERMANN

    TREASURER

    Total calculated
    $2,315,161
    From this org
    $0
    From related orgs
    $2,401,429
    Other
    -$86,268
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,136,501 related
    Bonus
    $0 + $969,392 related
    Other
    $0 + $295,536 related
    Deferred
    $0 + -$115,045 related
    Nontaxable benefits
    $0 + $28,777 related
    Filer's total
    $0 + $2,315,161 related

  • SAMUEL J HAWLEY

    ASSISTANT SECRETARY (THROUGH 6/22)

    Total calculated
    $187,638
    From this org
    $0
    From related orgs
    $229,108
    Other
    -$41,470
    Hours/week
    1 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $100,573 related
    Bonus
    $0 + $37,816 related
    Other
    $0 + $90,719 related
    Deferred
    $0 + -$51,443 related
    Nontaxable benefits
    $0 + $9,973 related
    Filer's total
    $0 + $187,638 related

  • EARL J BARNES II

    SECRETARY (EFF 6/22)

    Total calculated
    $576,411
    From this org
    $0
    From related orgs
    $502,537
    Other
    $73,874
    Hours/week
    1 + 46 related

    Schedule J breakdown matched by us

    Base
    $0 + $339,835 related
    Bonus
    $0 + $116,099 related
    Other
    $0 + $46,603 related
    Deferred
    $0 + $62,617 related
    Nontaxable benefits
    $0 + $11,257 related
    Filer's total
    $0 + $576,411 related

  • LEO J DELEON

    KE (VP, SPA FINANCE)

    Total calculated
    $208,632
    From this org
    $295,235
    From related orgs
    $0
    Other
    -$86,603
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $212,613
    Bonus
    $62,949
    Other
    $19,673
    Deferred
    -$118,557
    Nontaxable benefits
    $31,954
    Filer's total
    $208,632

  • SONIA B COOPER

    KE (VP, NURSE EXECUTIVE SPA)

    Total calculated
    $203,601
    From this org
    $283,303
    From related orgs
    $0
    Other
    -$79,702
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $206,833
    Bonus
    $71,347
    Other
    $5,123
    Deferred
    -$84,646
    Nontaxable benefits
    $4,944
    Filer's total
    $203,601

  • JACE P BRADY

    KE (VP, OPERATIONS)

    Total calculated
    $237,829
    From this org
    $185,126
    From related orgs
    $25,066
    Other
    $27,637
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $129,311 + $24,537 related
    Bonus
    $19,980
    Other
    $35,835 + $529 related
    Deferred
    -$6,287 + -$982 related
    Nontaxable benefits
    $24,357 + $10,549 related
    Filer's total
    $203,196 + $34,633 related

  • DANA W GRAVES

    KE (PRESIDENT, SPAH)

    Total calculated
    $492,024
    From this org
    $422,522
    From related orgs
    $0
    Other
    $69,502
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $309,525
    Bonus
    $112,298
    Other
    $699
    Deferred
    $40,760
    Nontaxable benefits
    $28,742
    Filer's total
    $492,024

  • AECATHERINA IGLESIA

    DIRECT CARE REGISTERED NURSE

    Total calculated
    $154,994
    From this org
    $222,114
    From related orgs
    $0
    Other
    -$67,120
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $211,726
    Bonus
    $750
    Other
    $9,638
    Deferred
    -$100,970
    Nontaxable benefits
    $33,850
    Filer's total
    $154,994

  • CAT BEVERIDGE

    DIRECTOR, SURGICAL SERVICES

    Total calculated
    $175,938
    From this org
    $216,224
    From related orgs
    $0
    Other
    -$40,286
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $177,910
    Bonus
    $25,334
    Other
    $12,980
    Deferred
    -$73,990
    Nontaxable benefits
    $33,704
    Filer's total
    $175,938

  • GLENDA AQUINO

    DIRECT CARE REGISTERED NURSE

    Total calculated
    $137,201
    From this org
    $215,416
    From related orgs
    $0
    Other
    -$78,215
    Hours/week
    40

  • THOMAS T NGUYEN

    MGR, PHARMACY

    Total calculated
    $158,405
    From this org
    $213,319
    From related orgs
    $0
    Other
    -$54,914
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $179,737
    Bonus
    $25,646
    Other
    $7,936
    Deferred
    -$69,069
    Nontaxable benefits
    $14,155
    Filer's total
    $158,405

  • RODOLFO GARCIA JR

    DIRECT CARE REGISTERED NURSE

    Total calculated
    $215,727
    From this org
    $205,706
    From related orgs
    $0
    Other
    $10,021
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $204,890
    Bonus
    $750
    Other
    $66
    Deferred
    -$5,674
    Nontaxable benefits
    $15,695
    Filer's total
    $215,727

  • LOUIS PATALANO IV

    FORMER OFFICER

    Total calculated
    $1,086,895
    From this org
    $0
    From related orgs
    $1,103,191
    Other
    -$16,296
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $1,103,191 related
    Deferred
    $0 + -$17,502 related
    Nontaxable benefits
    $0 + $1,206 related
    Filer's total
    $0 + $1,086,895 related

  • HOWARD P KERN

    FORMER OFFICER

    Total calculated
    $9,857,935
    From this org
    $0
    From related orgs
    $10,168,793
    Other
    -$310,858
    Hours/week
    0 + 47 related

    Schedule J breakdown matched by us

    Base
    $0 + $2,184,653 related
    Bonus
    $0 + $2,627,694 related
    Other
    $0 + $5,356,446 related
    Deferred
    $0 + -$331,126 related
    Nontaxable benefits
    $0 + $20,268 related
    Filer's total
    $0 + $9,857,935 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
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 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 PAID FOR TAXABLE RELOCATION EXPENSES OF AN EXECUTIVE RECRUIT AND THE ADDITIONAL TAXES ASSOCIATED WITH SUCH BENEFITS, 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 THROUGH THE USE OF A COMPENSATION COMMITTEE, AN INDEPENDENT COMPENSATION CONSULTANT, A COMPENSATION STUDY, AND APPROVAL BY SENTARA HEALTH'S COMPENSATION COMMITTEE. 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. THE SENTARA HEALTH BOARD HAS DIRECTED A COMMITTEE OF INDEPENDENT, CONFLICT-FREE BOARD MEMBERS TO DEVOTE THEIR TIME AND ATTENTION TO THE OVERSIGHT OF SENTARA HEALTH'S EXECUTIVE COMPENSATION AND BENEFITS PROGRAMS. THE COMPENSATION COMMITTEE CONSISTS OF PROFESSIONAL, EXPERIENCED, AND DEDICATED BOARD MEMBERS WHO TAKE THIS RESPONSIBILITY VERY SERIOUSLY. THE COMPENSATION COMMITTEE FOLLOWS GOVERNANCE BEST PRACTICES IN THE REVIEW AND APPROVAL OF EXECUTIVE COMPENSATION. THE COMPENSATION COMMITTEE IS ASSISTED BY OUTSIDE ADVISORS WHO ARE ENGAGED BY THE COMMITTEE.
PART I, LINES 4A-B
LOUIS PATALANO, IV RECEIVED $1,103,191 IN COMPENSATION RELATED TO HIS 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 SENTARA HEALTH'S 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 PARTICIPANT'S ELECTED INSTALLMENT DISTRIBUTION SCHEDULE FOLLOWING TERMINATION OF EMPLOYMENT, SUBJECT TO ADHERENCE WITH THE NON-COMPETE RESTRICTIONS. IN THE CURRENT YEAR, MR. KERN WAS EMPLOYED AND ACTIVELY ACCRUING PLAN BENEFITS IN ACCORDANCE WITH THE PLAN'S TERMS. MR. KERN WAS SUBJECT TO FICA AND FUTA TAXATION ON HIS ACCRUED PLAN BENEFITS IN 2022 AND RECEIVED TAXABLE PLAN DISTRIBUTIONS OF $181,970 TO COVER APPLICABLE TAXES FOR 2022. HOWARD KERN, ROBERT BROERMANN, MICHAEL GENTRY, TERESA EDWARDS, PAUL GADEN, DANA GRAVES, AND EARL BARNES 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. 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). DURING 2022, THE FOLLOWING CORPORATE EXECUTIVES RECEIVED VESTED DISTRIBUTIONS UNDER THE PLAN: ROBERT BROERMANN ($202,592); TERESA EDWARDS ($97,536); MICHAEL GENTRY ($172,528); AND HOWARD KERN ($812,849). 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 AS DETERMINED BY THE BOARD; BUSINESS UNIT RESULTS FOR FINANCIAL, SAFETY, QUALITY AND CUSTOMER SERVICE; 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'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.

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
2022
Filed
6 November 2023
IRS schema version
2022v5.0
Source object
202343109349301724

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