Form990
Click to see attachment
Department of the Treasury
Internal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except black lung benefit trust or private foundation)

MediumBullet The organization may have to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0047
2011
Open to Public Inspection
A For the calendar year, or tax year beginning 01-01-2011 and ending 12-31-2011
BCheck if applicable:
CName of organization
SENTARA HEALTHCARE
 
Doing Business As
 
 
Number and street (or P.O. box if mail is not delivered to street address)
6015 POPLAR HALL DRIVE
 
Room/suite
City or town, state or country, and ZIP + 4
NORFOLK, VA23502
D Employer identification number

52-1271901
E Telephone number

G Gross receipts $ 520,337,711
F Name and address of principal officer:
DAVID L BERND
6015 POPLAR HALL DRIVE
NORFOLK,VA23502
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.SENTARA.COM
H(a)
Is this a group return for
affiliates?
H(b)
Are all affiliates included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:
 
L Year of formation: 1982
M State of legal domicile: VA
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: AT SENTARA, WE IMPROVE HEALTH EVERY DAY.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a)..... 3 20
4 Number of independent voting members of the governing body (Part VI, line 1b) .... 4 16
5 Total number of individuals employed in calendar year 2011 (Part V, line 2a) ... 5 542
6 Total number of volunteers (estimate if necessary) .... 6 56
7a Total unrelated business revenue from Part VIII, column (C), line 12 .. 7a 3,378,704
b Net unrelated business taxable income from Form 990-T, line 34 .. 7b 1,313,065
Revenues; Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 13,489,023 66,189,186
9 Program service revenue (Part VIII, line 2g) ......... 57,371,284 64,492,834
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 10,442,469 60,144,524
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 784,146 -1,743,504
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 82,086,922 189,083,040
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 1,181,501 19,603,445
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 53,138,165 60,057,370
16a Professional fundraising fees (Part IX, column (A), line 11e)..... 66,225 89,686
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet699,059    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24f).... 30,742,822 40,135,754
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 85,128,713 119,886,255
19 Revenue less expenses. Subtract line 18 from line 12....... -3,041,791 69,196,785
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 1,742,443,036 2,082,820,453
21 Total liabilities (Part X, line 26)............. 1,235,963,289 1,380,432,581
22 Net assets or fund balances. Subtract line 21 from line 20..... 506,479,747 702,387,872
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title.
Paid preparer use only
Print/type preparer's name
 
Preparer's signature
Date
PTIN
Firm's name Right pointing arrowhead image

Firm's EIN Right pointing arrowhead image
Firm's address Right pointing arrowhead image



Phone no.
May the IRS discuss this return with the preparer shown above? See instructions .........bullet
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y
Form 990 (2011)
Form 990 (2011)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response to any question in this Part III .........
1
Briefly describe the organization’s mission: WE IMPROVE HEALTH EVERY DAY THROUGH COORDINATING, PROMOTING AND PLANNING FOR THE PROVISION OF HEALTH SERVICES AND THE PROMOTION OF HEALTH, MEDICAL EDUCATION, AND THE SOCIAL, CULTURAL, EDUCATIONAL, AND ECONOMIC DEVELOPMENT OF THE COMMUNITY.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? ....................
If “Yes,” describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program services? ..........................
If “Yes,” describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations and section 4947(a)(1) trusts are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 98,975,263 including grants of $ 19,603,445 ) (Revenue $ 54,441,142 )
SEE SCHEDULE O.
4b (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4c (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet$ 98,975,263
Form 990 (2011)
Form 990 (2011)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If “Yes,” complete Schedule AClick to see attachment.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors? Click to see attachment........
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If “Yes,” complete Schedule C, Part IClick to see attachment..........
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities? If “Yes,” complete Schedule C,
Part IIClick to see attachment.........................
4
Yes
 
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If “Yes,” complete Schedule C, Part IIIClick to see attachment........................
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If “Yes,” complete Schedule D, Part IClick to see attachment....................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas or historic structures? If “Yes,” complete Schedule D, Part IIClick to see attachment...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If “Yes,” complete Schedule D, Part III Click to see attachment....................
8
 
No
9
Did the organization report an amount in Part X, line 21; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If “Yes,”
complete Schedule D, Part IVClick to see attachment...................
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? If “Yes,” complete Schedule D, Part VClick to see attachment
10
Yes
 
11
If the organization’s answer to any of the following questions is ‘Yes,’ then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable:
a
Did the organization report an amount for land, buildings, and equipment in Part X, line10? If “Yes,” complete Schedule D, Part VI.Click to see attachment
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VII.Click to see attachment
11b
Yes
 
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VIII.Click to see attachment
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part IX.Click to see attachment
11d
Yes
 
e
Did the organization report an amount for other liabilities in Part X, line 25? If “Yes,” complete Schedule D, Part X.Click to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If “Yes,” complete Schedule D, Part X.Click to see attachment
11f
 
No
12a
Did the organization obtain separate, independent audited financial statements for the tax year?
If “Yes,” complete Schedule D, Parts XI, XII, and XIII Click to see attachment
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If “Yes,” and if the organization answered ‘No’ to line 12a, then completing Schedule D, Parts XI, XII, and XIII is optional Click to see attachment
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If “Yes,” complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States?....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States or aggregate foreign investments valued at $100,000 or more? If “Yes,” complete Schedule F, Part I......... Click to see attachment
14b
Yes
 
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or assistance to any organization or entity located outside the U.S.? If “Yes,” complete Schedule F, Part II.. Click to see attachment
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or assistance to individuals located outside the U.S.? If “Yes,” complete Schedule F, Part III.. Click to see attachment
16
 
No
17
Did the organization report a total of more than $15,000, of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If “Yes,” complete Schedule G, Part IClick to see attachment
17
Yes
 
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If “Yes,” complete Schedule G, Part II.......... Click to see attachment
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If “Yes,” complete Schedule G, Part III................... Click to see attachment
19
 
No
20a
Did the organization operate one or more hospitals? If “Yes,” complete Schedule H.....
20a
 
No
b
If “Yes” to line 20a, did the organization attach a copy of its audited financial statement to this return? Note. All Form 990 filers that operated one or more hospitals must attach audited financial statements.
20b
 
 
Form 990 (2011)
Form 990 (2011)
Page 4
Part IV
Checklist of Required Schedules (continued)
21
Did the organization report more than $5,000 of grants and other assistance to any government or organization in the United States on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.. Click to see attachment
21
Yes
 
22
Did the organization report more than $5,000 of grants and other assistance to individuals in the United States on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III..... Click to see attachment
22
Yes
 
23
Did the organization answer “Yes” to Part VII, Section A, questions 3, 4, or 5, about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If “Yes,” complete Schedule J................ Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer questions 24b–24d and complete Schedule K. If “No,” go to line 25................ Click to see list of attachments
24a
Yes
 
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
No
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds?......................
24c
 
No
d
Did the organization act as an “on behalf of” issuer for bonds outstanding at any time during the year?...
24d
 
No
25a
Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If “Yes,” complete Schedule L, Part I...... Click to see attachment
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If “Yes,” complete Schedule L, Part I................ Click to see attachment
25b
 
No
26
Was a loan to or by a current or former officer, director, trustee, key employee, highly compensated employee, or disqualified person outstanding as of the end of the organization’s tax year? If “Yes,” complete Schedule L,
Part II......................... Click to see attachment
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If “Yes,” complete Schedule L, Part III......... Click to see attachment
27
 
No
28
Was the organization a party to a business transaction with one of the following parties? (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If “Yes,” complete Schedule L, Part IV ......................... Click to see attachment
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If “Yes,”
complete Schedule L, Part IV................... Click to see attachment
28b
Yes
 
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or owner? If “Yes,” complete Schedule L, Part IV.. Click to see attachment
28c
Yes
 
29
Did the organization receive more than $25,000 in non-cash contributions? If “Yes,” complete Schedule M
29
 
No
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If “Yes,” complete Schedule M............
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If “Yes,” complete Schedule N,
Part I...........................
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If “Yes,” complete Schedule N, Part II.......................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If “Yes,” complete Schedule R, Part I........ Click to see attachment
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If “Yes,” complete Schedule R, Parts II, III, IV, and V, line 1..................... Click to see attachment
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
Yes
 
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If “Yes,” complete Schedule R, Part V, line 2... Click to see attachment
35b
Yes
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If “Yes,” complete Schedule R, Part V, line 2........... Click to see attachment
36
Yes
 
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If “Yes,” complete Schedule R, Part VIClick to see attachment
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11 and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2011)
Form 990 (2011)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response to any question in this Part V .........
Yes
No
1a
Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable. .......
1a
161
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable.
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax Statements filed for the calendar year ending with or within the year covered by this return .....................
2a
542
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?

Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file. (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?.............................
3a
Yes
 
b
If “Yes,” has it filed a Form 990-T for this year? If “No,” provide an explanation in Schedule O.....
3b
Yes
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account or securities account)?.......................
4a
Yes
 
b
If "Yes," enter the name of the foreign country: MediumBulletCJ
See instructions for filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts.
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If “Yes” to line 5a or 5b, did the organization file Form 8886-T? ........
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible?..........
6a
 
No
b
If “Yes,” did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?........................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?....................
7a
 
No
b
If “Yes,” did the organization notify the donor of the value of the goods or services provided?.....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?...........................
7c
 
No
d
If “Yes,” indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?..........................
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?...................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?...............
7h
 
 
8
Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess business holdings at any time during the year?................
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the organization make any taxable distributions under section 4966?.........
9a
 
 
b
Did the organization make a distribution to a donor, donor advisor, or related person?......
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them) ........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If “Yes,” enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note. All 501(c)(29) organizations must list in Schedule O each state in which they are licensed to issue qualified health plans, the amount of reserves required by each state, and the amount of reserves the organization allocated to each state.
13a
 
 
b
Enter the aggregate amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans.
13b
 
c
Enter the aggregate amount of reserves on hand.
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
 
b
If "Yes," has it filed a Form 720 to report these payments? If “No,” provide an explanation in Schedule O..
14b
 
 
Form 990 (2011)
Form 990 (2011)
Page 6
Part VI
Governance, Management, and Disclosure For each “Yes” response to lines 2 through 7b below, and for a “No” response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response to any question in this Part VI .........
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year
If the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
1a
20
b
Enter the number of voting members included in line 1a, above, who are independent .................
1b
16
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
Yes
 
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed?
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
Yes
 
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? .................
7a
Yes
 
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ............
7b
Yes
 
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .........................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ..........
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If “Yes,” provide the names and addresses in Schedule O .....
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal
Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If “Yes,” did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes? ....
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form?
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review the Form 990. .....
12a
Did the organization have a written conflict of interest policy? If “No,” go to line 13.......
12a
Yes
 
b
Were officers, directors or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If “Yes,” describe in Schedule O how this was done ....................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
 
No
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes," to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
Yes
 
b
If “Yes,” did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
No
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how), the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, physical address, and telephone number of the person who possesses the books and records of the organization: MediumBullet
CORPORATE OFFICERS
6015 POPLAR HALL DR
NORFOLK,VA23502
(757) 455-7020
Form 990 (2011)
Form 990 (2011)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response to any question in this Part VII .........
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation, and current key employees. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organizations compensated any current or former officer, director, or trustee.
(A)
Name and Title 		(B)
Average hours per week (describe hours for related organizations in Schedule O) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;
(1) WILLIAM L ACHENBACH
DIRECTOR/TRUSTEE (AS OF 10/11)
 2.00 X           0 0 0
(2) DAVID L BERND
CEO/DIRECTOR/TRUSTEE
 40.00 X   X       3,838,264 0 743,146
(3) JERRY A BRIDGES
DIRECTOR/TRUSTEE
 2.00 X           0 0 0
(4) JOAN P BROCK
DIRECTOR/TRUSTEE
 2.00 X           0 0 0
(5) DONALD H CLARK
DIRECTOR (THRU 9/11)/TRUSTEE
 2.00 X           0 0 0
(6) FREDERICK C COBLE
DIRECTOR (AS OF 10/11)/TRUSTEE
 2.00 X           0 0 0
(7) LAWRENCE G CUMMING
DIRECTOR/TRUSTEE
 2.00 X           0 0 0
(8) W ANDREW DICKINSON MD
DIRECTOR/TRUSTEE
 2.00 X           0 0 0
(9) DEBORAH M DICROCE
DIRECTOR/TRUSTEE
 2.00 X           0 0 0
(10) ALLAN G DONN
DIRECTOR/TRUSTEE
 2.00 X           0 0 0
(11) JACK L EZZELL JR
DIRECTOR/TRUSTEE
 2.00 X           0 0 0
(12) ROBERT C FORT
DIRECTOR/TRUSTEE/VICE CHAIRMAN
 3.00 X   X       0 0 0
(13) L ALVIN GARRISON JR
DIRECTOR/TRUSTEE
 2.00 X           0 0 0
(14) HENRY U HARRIS III
DIRECTOR/TRUSTEE
 2.00 X           0 0 0
(15) ANN E C HOMAN
DIRECTOR/TRUSTEE
 2.00 X           0 0 0
(16) CHARLES F LOVELL JR MD
DIRECTOR/TRUSTEE
 2.00 X           0 76,400 0
(17) AUBREY E LOVING JR
DIRECTOR (THRU 9/11)/TRUSTEE
 2.00 X           0 0 0
Form 990 (2011)
Form 990 (2011)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title 		(B)
Average hours per week (describe hours for related organizations in Schedule O) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;
(18) JOHN F MALBON
DIRECTOR/TRUSTEE
 2.00 X           0 0 0
(19) PETER D PRUDEN III
DIRECTOR/TRUSTEE
 2.00 X           0 0 0
(20) MARC B SHARP
DIRECTOR/TRUSTEE/CHAIRMAN
 3.00 X   X       0 0 0
(21) MARION WALL
DIRECTOR/TRUSTEE
 2.00 X           0 0 0
(22) THOMAS L WOODWARD
DIRECTOR/TRUSTEE
 2.00 X           0 0 0
(23) NANCY A BAGRANOFF
TRUSTEE
 1.00 X           0 0 0
(24) WILLIAM K BARLOW
TRUSTEE
 1.00 X           0 0 0
(25) LILLIAN R BEVIER
TRUSTEE (AS OF 10/11)
 1.00 X           0 0 0
(26) CHARLES R BIRDSONG
TRUSTEE
 1.00 X           0 0 0
(27) WILLIAM K BUTLER II
TRUSTEE
 1.00 X           0 0 0
(28) DIAN T CALDERONE
TRUSTEE
 1.00 X           0 0 0
(29) RICHARD F CLARK MD
TRUSTEE
 1.00 X           0 0 0
(30) JAMES CROCKER
TRUSTEE
 1.00 X           0 0 0
(31) PAUL DRESSER
TRUSTEE
 1.00 X           0 0 0
(32) F DUDLEY FULTON
TRUSTEE
 1.00 X           0 0 0
(33) DENNIS F GARDNER
TRUSTEE
 1.00 X           0 0 0
(34) VERNON M GEDDY II
TRUSTEE
 1.00 X           0 0 0
(35) EDWARD L HAMM JR
TRUSTEE
 1.00 X           0 0 0
(36) NORMAN HOFFMAN
TRUSTEE
 1.00 X           0 0 0
(37) DONALD S HOWELL MD
TRUSTEE
 1.00 X           0 0 0
(38) MICHAEL S IVES
TRUSTEE
 1.00 X           0 0 0
(39) JAMES R JOSEPH
TRUSTEE
 1.00 X           0 0 0
(40) AUBREY L LAYNE JR
TRUSTEE
 1.00 X           0 0 0
(41) MICHAEL D LUBELEY
TRUSTEE
 1.00 X           0 0 0
(42) GARY T MCCOLLUM
TRUSTEE
 1.00 X           0 0 0
(43) JAMES R MESSNER
TRUSTEE
 1.00 X           0 0 0
(44) PAUL V MICHELS
TRUSTEE
 1.00 X           0 0 0
(45) ROBERT S MILLER III
TRUSTEE
 1.00 X           0 0 0
(46) R SCOTT MORGAN
TRUSTEE
 1.00 X           0 0 0
(47) E RAY MURPHY
TRUSTEE (AS OF 10/11)
 1.00 X           0 0 0
(48) VINCENT A NAPOLITANO
TRUSTEE
 1.00 X           0 0 0
(49) ROBIN D RAY
TRUSTEE
 1.00 X           0 0 0
(50) THOMAS L ROSS
TRUSTEE
 1.00 X           0 0 0
(51) C EDWARD RUSSELL JR
TRUSTEE
 1.00 X           0 0 0
(52) R MICHAEL SORENSON
TRUSTEE
 1.00 X           0 0 0
(53) JAMES A SQUIRES
TRUSTEE (THRU 9/11)
 1.00 X           0 0 0
(54) BARBARA B STOLTZFUS
TRUSTEE
 1.00 X           0 0 0
(55) RONY THOMAS
TRUSTEE
 1.00 X           0 0 0
(56) MARY L BLUNT
CORP VP
 5.00     X       0 743,707 238,081
(57) ROBERT A BROERMANN
CFO/TREASURER
 40.00     X       1,162,266 0 315,625
(58) MICHAEL M DUDLEY
SR VP
 10.00     X       850,351 0 728,392
(59) MICHAEL V GENTRY
CORP VP
 5.00     X       0 719,280 168,581
(60) ROBERT L GRAVES
CORP VP
 5.00     X       0 605,920 129,606
(61) VICKY G GRAY
SR VP
 40.00     X       717,370 0 166,384
(62) HOWARD P KERN
COO/PRESIDENT
 40.00     X       1,612,156 0 910,858
(63) JEFFREY P KING
VP/SECRETARY/GEN. COUNSEL
 40.00     X       647,981 0 111,067
(64) KENNETH M KRAKAUR
SR VP
 40.00     X       1,003,009 0 184,819
(65) DAVID R MAIZEL MD
CORP VP
 5.00     X       0 709,537 183,286
(66) GENEMARIE W MCGEE
SYS CHIEF NURSE EXECUTIVE
 5.00     X       0 272,592 151,899
(67) MEGAN R PERRY
CORP VP
 5.00     X       646,498 0 241,846
(68) BERTRAM S REESE
CIO/SR VP
 10.00     X       0 795,925 205,508
(69) MARK A SZALWINSKI
CORP VP
 5.00     X       0 729,367 141,597
(70) MICHAEL V TAYLOR
SR VP
 40.00     X       721,242 0 198,282
(71) DOUGLAS M THOMPSON
CORP VP
 40.00     X       552,928 0 126,703
(72) ASHLEY K WILLIAMS
ASSIST SECRETARY (AS OF 10/11)
 40.00     X       60,617 0 5,450
(73) GARY R YATES MD
SR VP/CMO
 40.00     X       1,600,029 0 281,627
(74) GRACE R HINES
DIV VP, STRAT SUPPORT/PROG DEV
 40.00         X   380,192 0 198,169
(75) VIKKI LORENZ
VP, CORP FINANCE
 40.00         X   375,561 0 120,851
(76) EDWARD L TORCOM
VP, MANAGED CARE CONTR
 40.00         X   306,786 0 62,556
(77) JAMES B REGAN MD
PHYSICIAN
 40.00         X   220,852 120,831 12,165
(78) BRUCE S ROBERTSON
PRESIDENT, SLCC
 5.00         X   296,028 0 160,969
(79) GAIL HEAGEN
FORMER OFFICER
 0.00           X 107,927 0 99,259
(80) DOUGLAS L JOHNSON MD
FORMER KEY EMPLOYEE
 0.00           X 500,000 0 55,972
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 15,600,057 4,773,559 5,942,698
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organizationMediumBullet95
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If “Yes,” complete Schedule J for such individual .............
3
Yes
 
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If “Yes,” complete Schedule J for such individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If “Yes,” complete Schedule J for such person .....
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
KPMG LLP
PO BOX 120001 DEPT 0566
DALLAS,TX75312 		PROFESSIONAL SVCS 1,725,135
VIRGINIAN PILOT
PO BOX 79917
BALTIMORE,MD212790917 		MEDIA ADVERTISING 1,067,973
MCMAHON CREATIVE INC
117 PINEWOOD RD
VIRGINIA BEACH,VA23451 		MEDIA ADVERTISING 842,341
USI INSURANCE SERVICES
PO BOX 3716
NORFOLK,VA23514 		INSURANCE SERVICES 832,672
IPROSPECTCOM INC
200 CLARENDON ST 23RD FLOOR
BOSTON,MA02116 		MARKETING SERVICES 741,516
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet46
Form 990 (2011)
Form 990 (2011)
Page 9
Part VIII
Statement of Revenue
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512, 513, or 514
Contributions, Gifts, Grants and Other Similar Amounts 1a Federated campaigns..1a  
b Membership dues....1b  
c Fundraising events....1c  
d Related organizations...1d 65,693,763
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and
similar amounts not included above1f 		495,423
g Noncash contributions included in lines 1a-1f:$  
h Total. Add lines 1a-1f.......MediumBullet 66,189,186
Program Service Revenue Business Code
2a SUPPORT SERVICES 900,099 64,492,834 62,574,091 1,918,743  
b
c
d
e
f All other program service revenue .        
g Total. Add lines 2a–2f........MediumBullet 64,492,834
Other Revenue 3 Investment income (including dividends, interest
and other similar amounts).....MediumBullet 37,328,821     37,328,821
4 Income from investment of tax-exempt bond proceeds..MediumBullet        
5 Royalties............MediumBullet        
(i) Real (ii) Personal
6a Gross rents    
b Less: rental expenses    
c Rental income or (loss)    
d Net rental income or (loss).......MediumBullet        
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 354,070,374  
b Less: cost or other basis and sales expenses 331,254,671  
c Gain or (loss) 22,815,703  
d Net gain or (loss)..........MediumBullet 22,815,703     22,815,703
8a Gross income from fundraising events (not including
$  
of contributions reported on line 1c). See Part IV, line 18 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from fundraising events..MediumBullet      
9a Gross income from gaming activities.
See Part IV, line 19 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from gaming activities...MediumBullet        
10a Gross sales of inventory, less
returns and allowances .
a  
b Less: cost of goods sold ..b  
c Net income or (loss) from sales of inventory..MediumBullet        
Miscellaneous Revenue Business Code
11a CFC RETURN OF CAPITAL 524,298 2,164,552     2,164,552
b SUBPART F INCOME 524,298 2,128,053   1,491,174 636,879
c DEEMED DISTR. FROM CFC 524,298 2,128,053     2,128,053
d All other revenue .... -8,164,162 -8,132,949 -31,213  
e Total. Add lines 11a–11d ......MediumBullet -1,743,504
12 Total revenue. See Instructions....MediumBullet 189,083,040 54,441,142 3,378,704 65,074,008
Form 990 (2011)
Form 990 (2011)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A) but are not required to complete columns (B), (C), and (D).
Check if Schedule O contains a response to any question in this Part IX. .........
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising expenses
1 Grants and other assistance to governments and organizations in the United States. See Part IV, line 21 19,428,392 19,428,392
2 Grants and other assistance to individuals in the United States. See Part IV, line 22 175,053 175,053
3 Grants and other assistance to governments, organizations, and individuals outside the United States. See Part IV, lines 15 and 16    
4 Benefits paid to or for members    
5 Compensation of current officers, directors, trustees, and key employees .... 17,426,910 13,767,259 3,659,651  
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .... 80,883 63,898 16,985  
7 Other salaries and wages 33,051,015 25,899,410 6,884,653 266,952
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 2,758,396 2,163,616 575,139 19,641
9 Other employee benefits ....... 4,037,579 3,172,461 843,313 21,805
10 Payroll taxes ........... 2,702,587 2,120,753 563,744 18,090
11 Fees for services (non-employees):        
a Management ...... 3,205,961 2,532,709 673,252  
b Legal ......... 1,942,069 1,534,235 407,834  
c Accounting ........... 678,469 535,991 142,478  
d Lobbying ........... 28,290 22,349 5,941  
e Professional fundraising. See Part IV, line 17.. 89,686 89,686
f Investment management fees ...... 3,531,810 2,790,130 741,680  
g Other .......... 5,931,522 5,253,311 622,500 55,711
12 Advertising and promotion .... 4,681,268 3,663,932 973,956 43,380
13 Office expenses ....... 3,100,585 2,378,916 632,370 89,299
14 Information technology ...... 713,320 563,523 149,797  
15 Royalties ..        
16 Occupancy ........... 973,053 768,712 204,341  
17 Travel ............ 408,221 322,495 85,726  
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ......        
19 Conferences, conventions, and meetings .... 158,874 125,510 33,364  
20 Interest ........... 6,889,134 5,442,416 1,446,718  
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization ..... 557,155 440,152 117,003  
23 Insurance .............. 1,137,678 898,766 238,912  
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24f. If line 24f amount exceeds 10% of line 25, column (A) amount, list line 24f expenses on Schedule O.)
a UNRELATED BUSINESS TAX 297,419 234,961 62,458  
b RECRUITING EXPENSES 2,409,552 1,903,546 506,006  
c PURCHASED & CONTRACTED 2,217,261 1,686,446 448,296 82,519
d ORGANIZATIONAL DUES 1,101,297 870,025 231,272  
e
f All other expenses 172,816 216,296 -55,456 11,976
25 Total functional expenses. Add lines 1 through 24f 119,886,255 98,975,263 20,211,933 699,059
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2011)
Form 990 (2011)
Page 11
Part X Balance Sheet
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash—non-interest-bearing ..........   1  
2 Savings and temporary cash investments ....... 476,687,965 2 522,842,888
3 Pledges and grants receivable, net ......... 924,298 3  
4 Accounts receivable, net ......... 0 4  
5 Receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L ..........   5  
6 Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B). Complete Part II of
Schedule L ..........   6  
7 Notes and loans receivable, net .............   7 159,232,795
8 Inventories for sale or use ..............   8  
9 Prepaid expenses and deferred charges ............ 4,951,743 9 5,186,587
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 19,261,120
b Less: accumulated depreciation. ..... 10b 14,503,740 5,890,039 10c 4,757,380
11 Investments—publicly traded securities .......... 1,068,063,283 11 1,046,702,125
12 Investments—other securities. See Part IV, line 11 ...... 116,837,387 12 169,081,674
13 Investments—program-related. See Part IV, line 11 ..   13  
14 Intangible assets .........   14  
15 Other assets. See Part IV, line 11 ........... 69,088,321 15 175,017,004
16 Total assets. Add lines 1 through 15 (must equal line 34)... 1,742,443,036 16 2,082,820,453
Liabilities 17 Accounts payable and accrued expenses . 120,111,785 17 150,451,641
18 Grants payable .......... 90,000 18 2,720,000
19 Deferred revenue ..........   19  
20 Tax-exempt bond liabilities .......... 769,214,033 20 844,055,175
21 Escrow or custodial account liability. Complete Part IV of Schedule D..   21  
22 Payables to current and former officers, directors, trustees, key
employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L..........   22  
23 Secured mortgages and notes payable to unrelated third parties ..   23  
24 Unsecured notes and loans payable to unrelated third parties ....   24  
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D..... 346,547,471 25 383,205,765
26 Total liabilities. Add lines 17 through 25..... 1,235,963,289 26 1,380,432,581
Net Assets or Fund Balance Organizations that follow SFAS 117, check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets ..... 505,103,016 27 700,814,777
28 Temporarily restricted net assets ..... 1,376,731 28 1,573,095
29 Permanently restricted net assets .....   29  
Organizations that do not follow SFAS 117, check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds .....   30  
31 Paid-in or capital surplus, or land, building or equipment fund .....   31  
32 Retained earnings, endowment, accumulated income, or other funds   32  
33 Total net assets or fund balances ..... 506,479,747 33 702,387,872
34 Total liabilities and net assets/fund balances ..... 1,742,443,036 34 2,082,820,453
Form 990 (2011)
Form 990 (2011)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response to any question in this Part XI .........
1
Total revenue (must equal Part VIII, column (A), line 12) ...
1
189,083,040
2
Total expenses (must equal Part IX, column (A), line 25) ....
2
119,886,255
3
Revenue less expenses. Subtract line 2 from line 1 ...
3
69,196,785
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
506,479,747
5
Other changes in net assets or fund balances (explain in Schedule O) ...
5
126,711,340
6
Net assets or fund balances at end of year. Combine lines 3, 4, and 5 (must equal Part X, line 33, column (B)) ....
6
702,387,872
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response to any question in this Part XII .........
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?....
2a
 
No
b
Were the organization’s financial statements audited by an independent accountant?........
2b
Yes
 
c
If “Yes,” to 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant? If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O. ...........................
2c
Yes
 
d
If “Yes” to line 2a or 2b, check a box below to indicate whether the financial statements for the year were issued on a separate basis, consolidated basis, or both:
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133? ................
3a
 
No
b
If “Yes,” did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits. ..
3b
 
 
Form 990 (2011)
Additional Data


Software ID:  
Software Version:  
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section
4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ. right arrow See separate instructions.
OMB No. 1545-0047
2011
Open to Public
Inspection
Name of the organization
SENTARA HEALTHCARE
 
Employer identification number

52-1271901
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
f
g
(i) a person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the the supported organization? ................
11g(i)
 
 
(ii) a family member of a person described in (i) above? ......................
11g(ii)
 
 
(iii) a 35% controlled entity of a person described in (i) or (ii) above? ................
11g(iii)
 
 
h
(i)
Name of supported organization 		(ii)
EIN 		(iii)
Type of organization (described on lines 1- 9 above or IRC section (see instructions)) 		(iv)
Is the organization in col. (i) listed in your governing document? 		(v)
Did you notify the organization in col. (i) of your support? 		(vi)
Is the organization in col. (i) organized in the U.S.? 		(vii)
Amount of support?
Yes No Yes No Yes No
Total                  

For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2011
Schedule A (Form 990 or 990-EZ) 2011
Page 2
Part II
Support Schedule for Organizations Described in IRC 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year(or fiscal year beginning in) (a) 2007 (b) 2008 (c) 2009 (d) 2010 (e) 2011 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .... 27,010,949 34,121,648 35,320,786 13,489,023 66,189,186 176,131,592
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3.. 27,010,949 34,121,648 35,320,786 13,489,023 66,189,186 176,131,592
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..           2,555,583
6 Public Support. Subtract line 5 from line 4.           173,576,009
Section B. Total Support
Calendar year(or fiscal year beginning in) (a) 2007 (b) 2008 (c) 2009 (d) 2010 (e) 2011 (f) Total
7 Amounts from line 4.. 27,010,949 34,121,648 35,320,786 13,489,023 66,189,186 176,131,592
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. 23,007,467 60,262,969 29,713,824 36,386,851 40,093,753 189,464,864
9 Net income from unrelated business activities, whether or not the business is regularly carried on.. 1,148,721 1,379,382 391,523 29,377 866,623 3,815,626
10 Other income. (Explain in Part IV.) Do not include gain or loss from the sale of capital assets..            
11 Total support (Add lines 7 through 10).           369,412,082
12
12
 
13
Section C. Computation of Public Support Percentage
14
14
46.990 %
15
15
33.510 %
16a
b
17a
b
18
Schedule A (Form 990 or 990-EZ) 2011
Schedule A (Form 990 or 990-EZ) 2011
Page 3
Part III
Support Schedule for Organizations Described in IRC 509(a)(2)
(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year(or fiscal year beginning in) (a) 2007 (b) 2008 (c) 2009 (d) 2010 (e) 2011 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......            
3 Gross receipts from activities that are not an unrelated trade or business under section 513..            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge..            
6 Total. Add lines 1 through 5.            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons...            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public Support (Subtract line 7c from line 6.)            
Section B. Total Support
Calendar year (or fiscal year beginning in) (a) 2007 (b) 2008 (c) 2009 (d) 2010 (e) 2011 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)            
13 Total support (Add lines 9, 10c, 11 and 12.).            
14
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2011
Schedule A (Form 990 or 990-EZ) 2011
Page 4
Part IV
Supplemental Information. Supplemental Information. Complete this part to provide the explanation required by Part II, line 10; Part II, line 17a or 17b; or Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Explanation
 
 
 
 
Schedule A (Form 990 or 990-EZ) 2011

Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors
Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
OMB No. 1545-0047
2011
Name of organization
SENTARA HEALTHCARE
 
Employer identification number

52-1271901
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ





Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......................... Arrow Bullet   $    
Caution. An Organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
Form 990-EZ or on Part I, line 2, of its Form 990-PF, to certify that it does not meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2011)

Page 2
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
Name of organization
SENTARA HEALTHCARE
  		Employer identification number

52-1271901
Part I
Contributors (see Instructions). Use duplicate copies of Part I if additional space is needed.
     
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
RESTRICTED
RESTRICTED
 

     
RESTRICTED
RESTRICTED  
RESTRICTED, RESTRICTED   RESTRICTED

$RESTRICTED




(Complete Part II if there is a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is a noncash contribution.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)

Page 3
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
Name of organization
SENTARA HEALTHCARE
  		Employer identification number

52-1271901
Part II
Noncash Property (see Instructions). Use duplicate copies of Part II if additional space is needed.
     
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions). 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions). 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions). 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions). 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions). 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions). 		(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)

Page 4
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
Name of organization
SENTARA HEALTHCARE
  		Employer identification number

52-1271901
Part III
Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
that total more than $1,000 for the year. Complete columns (a) through (e) and the following line entry.
For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet $  
Use duplicate copies of Part III if additional space is needed
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)

Additional Data


Software ID:  
Software Version:  
SCHEDULE C
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Political Campaign and Lobbying Activities

For Organizations Exempt From Income Tax Under section 501(c) and section 527
SchCMd Bullet Complete if the organization is described below.
SchCMd Bullet Attach to Form 990 or Form 990-EZ. SchCMd Bullet See separate instructions.
OMB No. 1545-0047
2011
Open to Public
Inspection
If the organization answered “Yes” to Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet Section 527 organizations: Complete Part I-A only.
If the organization answered “Yes” to Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)) Complete Part II-A. Do not complete Part II-B.
Round Bullet Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered “Yes” to Form 990, Part IV, Line 5 (Proxy Tax) or Form 990-EZ, line 35c (Proxy Tax), then
Round Bullet Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of the organization
SENTARA HEALTHCARE
 
Employer identification number

52-1271901
Part I-A
Complete if the organization is exempt under section 501(c) or is a section 527 organization.

1
Provide a description of the organization’s direct and indirect political campaign activities in Part IV.
2
Political expenditures ....................................SchCMd Bullet
$  
3
Volunteer hours ........................................
 

Part I-B
Complete if the organization is exempt under section 501(c)(3).
1
Enter the amount of any excise tax incurred by the organization under section 4955 .........SchCMd Bullet
$  
2
Enter the amount of any excise tax incurred by organization managers under section 4955 ......SchCMd Bullet
$  
3
If the organization incurred a section 4955 tax, did it file Form 4720 for this year? ..............
4a
Was a correction made? .........................................
b
If "Yes," describe in Part IV.
Part I-C
Complete if the organization is exempt under section 501(c) except section 501(c)(3).
1
Enter the amount directly expended by the filing organization for section 527 exempt function activities SchCMd Bullet
$  
2
Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ...................................SchCMd Bullet

$  
3
Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b..SchCMd Bullet

$  
4
Did the filing organization file Form 1120-POL for this year? ..........................
5
Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.
(a) Name (b) Address (c) EIN (d) Amount paid from filing organization's funds. If none, enter -0-. (e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.










For Privacy Act and Paperwork Reduction Act Notice, see the instructions for Form 990.
Cat. No. 50084S
Schedule C (Form 990 or 990-EZ) 2011

Schedule C (Form 990 or 990-EZ) 2011
Page 2
Part II-A
Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).
A Check expenses, and share of excess lobbying expenditures).
B Check
Limits on Lobbying Expenditures
(The term "expenditures" means amounts paid or incurred.) 		(a) Filing
organization's
totals 		(b) Affiliated group
totals
1a Total lobbying expenditures to influence public opinion (grass roots lobbying) ......    
b Total lobbying expenditures to influence a legislative body (direct lobbying) .......    
c Total lobbying expenditures (add lines 1a and 1b) ...................    
d Other exempt purpose expenditures ........................    
e Total exempt purpose expenditures (add lines 1c and 1d) ...............    
f Lobbying nontaxable amount. Enter the amount from the following table in both
columns.		    
  If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:    
  Not over $500,00020% of the amount on line 1e.    
  Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.    
  Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.    
  Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.    
  Over $17,000,000$1,000,000.    
       
g Grassroots nontaxable amount (enter 25% of line 1f) .................    
h Subtract line 1g from line 1a. If zero or less, enter -0-. ................    
i Subtract line 1f from line 1c. If zero or less, enter -0-. ................    
j If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting
section 4911 tax for this year? ......................................

4-Year Averaging Period Under Section 501(h)
(Some organizations that made a section 501(h) election do not have to complete all of the five
columns below. See the instructions for lines 2a through 2f on page 4.)
Lobbying Expenditures During 4-Year Averaging Period
  Calendar year (or fiscal year
beginning in) 		(a) 2008 (b) 2009 (c) 2010 (d) 2011 (e) Total
             
2a Lobbying non-taxable amount          
             
b Lobbying ceiling amount
(150% of line 2a, column(e)) 		         
             
c Total lobbying expenditures          
             
d Grassroots nontaxable amount          
             
e Grassroots ceiling amount
(150% of line 2d, column (e))		          
             
f Grassroots lobbying expenditures          
Schedule C (Form 990 or 990-EZ) 2011


Schedule C (Form 990 or 990-EZ) 2011
Page 3
Part II-B
Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).
For each “Yes” response to lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.
(a)
Yes
No
(b)
Amount
1
During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:
a
Volunteers? .........................................
 
No
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ....
Yes
 
c
Media advertisements? ....................................
 
No
 
d
Mailings to members, legislators, or the public? .........................
Yes
 
 
e
Publications, or published or broadcast statements? .......................
 
No
 
f
Grants to other organizations for lobbying purposes? .......................
 
No
 
g
Direct contact with legislators, their staffs, government officials, or a legislative body? ........
Yes
 
101,448
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ......
Yes
 
 
i
Other activities? ..........................
Yes
 
134,546
j
Total. Add lines 1c through 1i ...............................
235,994
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
No
b
If "Yes," enter the amount of any tax incurred under section 4912 .................
 
c
If "Yes," enter the amount of any tax incurred by organization managers under section 4912 .....
 
d
If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? .......
 
 
Part III-A
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).
Yes
No
1
Were substantially all (90% or more) dues received nondeductible by members? ................
1
 
 
2
Did the organization make only in-house lobbying expenditures of $2,000 or less? ................
2
 
 
3
Did the organization agree to carry over lobbying and political expenditures from the prior year? ..........
3
 
 
Part III-B
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2 are answered “No” OR (b) Part III-A, line 3 is answered “Yes”.
1
Dues, assessments and similar amounts from members .....................
1
 
2
Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political
expenses for which the section 527(f) tax was paid).
a
Current year .........................................
2a
 
b
Carryover from last year ....................................
2b
 
c
Total ...........................................
2c
 
3
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .
3
 
4
If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ................................
4
 
5
Taxable amount of lobbying and political expenditures (see instructions) ..............
5
 
Part IV
Supplemental Information
Complete this part to provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, Part II-A; line 5; and Part ll-B, line 1.
Also, complete this part for any additional information.
Identifier Return Reference Explanation
EXPLANATION OF OTHER LOBBYING ACTIVITIES: PART II-B, LINE 1I: THE ORGANIZATION ENGAGED IN THE DISSEMINATION OF INFORMATION CONCERNING HEALTH CARE LEGISLATION TO EMPLOYEES VIA EMAIL. THE ORGANIZATION IS INVOLVED IN INDIRECT LOBBYING ACTIVITIES THROUGH PAYMENT OF MEMBERSHIP DUES TO VHHA AND AHA. FURTHERMORE, THE ORGANIZATION ENGAGED VECTRE CORPORATION TO MONITOR AND PROVIDE CONSULTATION ON FEDERAL, STATE, AND LOCAL HEALTH CARE LEGISLATION.
Schedule C (Form 990 or 990EZ) 2011

Additional Data


Software ID:  
Software Version:  

SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," to Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b
SchDMd Bullet Attach to Form 990. SchDMd Bullet See separate instructions.
OMB No. 1545-0047
2011
Open to Public Inspection
Name of the organization
SENTARA HEALTHCARE
 
Employer identification number

52-1271901
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .......    
2 Aggregate contributions to (during year) ...    
3 Aggregate grants from (during year) ...    
4 Aggregate value at end of year .......    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ....................... 2a  
b Total acreage restricted by conservation easements .................. 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 8/17/06, and not on a historic structure listed in the National Register .................... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................
6
Staff and volunteer hours devoted to monitoring, inspecting and enforcing conservation easements during the year SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section
170(h)(4)(B)(i) and 170(h)(4)(B)(ii)? ....................................
9
In Part XIV, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" to Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of
art, historical treasures, or other similar assets held for public exhibition, education or research in furtherance of public service,
provide, in Part XIV, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art,
historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service,
provide the following amounts relating to these items:
(i)
Revenues included in Form 990, Part VIII, line 1 ........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ..............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 (ASC 958), relating to these items:
a
Revenues included in Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Privacy Act and Paperwork Reduction Act Notice, see the Intructions for Form 990
Cat. No. 52283D
Schedule D (Form 990) 2011

Schedule D (Form 990) 2011
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s accession and other records, check any of the following that are a significant use of its collection
items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIV.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?........
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990,
Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b
If "Yes," explain the arrangement in Part XIV and complete the following table:
Amount
c Beginning balance ................................. 1c  
d Additions during the year .............................. 1d  
e Distributions during the year ............................. 1e  
f Ending balance ................................... 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21? .....................
b
If “Yes,” explain the arrangement in Part XIV.
Part V
Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
(a)Current Year (b)Prior Year (c)Two Years Back (d)Three Years Back (e)Four Years Back
1a Beginning of year balance .... 73,911,554 77,901,428 70,232,826 70,961,613
b Contributions ........ 492,273 324,828 1,592,765 4,830,492
c Net investment earnings, gains, and losses ... -12,427,191 -3,720,513 6,496,683 -5,043,974
d Grants or scholarships ..... 187,348 157,906 202,741 200,000
e Other expenditures for facilities
and programs ........ 		201,134 436,283 218,105 315,305
f Administrative expenses ....        
g End of year balance ...... 61,588,154 73,911,554 77,901,428 70,232,826
2
Provide the estimated percentage of the year end balance (line 1g) held as:
a
Board designated or quasi-endowment SchDMd Bullet97.450 %
b
Permanent endowment SchDMd Bullet  
c
Temporarily restricted endowment SchDMd Bullet2.550 %
The percentages in lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations ........................
3a(i)
 
No
(ii) related organizations ........................
3a(ii)
 
No
b
If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIV the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis (investment) (b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .................   2,493,820 2,493,820
b Buildings ................   3,852,108 3,524,651 327,457
c Leasehold improvements ............   228,337 217,146 11,191
d Equipment ................   11,685,619 10,413,193 1,272,426
e Other .................   1,001,236 348,750 652,486
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......SchDMdBullet 4,757,380
Schedule D (Form 990) 2011

Schedule D (Form 990) 2011
Page 3
Part VII
Investments—Other Securities. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)		 (b)Book value (c) Method of valuation:
Cost or end-of-year market value
(1)Financial derivatives    
(2)Closely-held equity interests    
(3)Other
(A) OAKTREE PRINCIPAL OPPORT FD 		6,564,992 F

(B) CHASE MULTI STRATEGY 		21,697,399 F

(C) AUSTIN CAPITAL 		322,984 F

(D) OCM FUND II 		2,966,256 F

(E) GOLDMAN SACHS ALT. 		353,386 F

(F) UBS TRUMBULL 		38,857,376 F

(G) OACKTREE REAL ESTATE FD IV 		11,131,429 F

(H) OCM REAL ESTATE FD V 		8,978,161 F

(I) HEALTH ENTERPRISES 		922,538 F

(J) SANTE HEALTH VENTURES 		1,973,904 F

(K) SANTE HEALTH VENTURES II 		83,963 F

(L) POINTER OFFSHORE 		18,891,840 F

(M) CADOGAN 		769,544 F

(N) WELLINGTON DIVERSIFIED INV 		55,567,902 F
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet 169,081,674
Part VIII
Investments—Program Related. See Form 990, Part X, line 13.
(a) Description of investment type (b) Book value (c) Method of valuation:
Cost or end-of-year market value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1) BOND ISSUANCE COSTS, NET 4,096,559
(2) OTHER ASSETS 3,287,554
(3) INVESTMENTS IN AFFILIATES 75,000
(4) OTHER LONG TERM ASSETS 22,354,351
(5) DUE FROM AFFILIATES 145,203,540




Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet 175,017,004
Part X
Other Liabilities. See Form 990, Part X, line 25.
1.(a) Description of Liability (b) Book value
Federal Income Taxes 475,419
DUE TO AFFILIATES 13,310,035
OTHER LT LIABILITIES 334,055,449
OTHER CURRENT LIABILITIES 35,364,862






Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 383,205,765
2. Fin 48 (ASC 740) Footnote. In Part XIV, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC740).
Schedule D (Form 990) 2011

Schedule D (Form 990) 2011
Page 4
Part XI Reconciliation of Change in Net Assets from Form 990 to Financial Statements
1 Total revenue (Form 990, Part VIII, column (A), line 12) .................... 1  
2 Total expenses (Form 990, Part IX, column (A), line 25) ..................... 2  
3 Excess or (deficit) for the year. Subtract line 2 from line 1 ............. 3  
4 Net unrealized gains (losses) on investments .......................... 4  
5 Donated services and use of facilities ............................. 5  
6 Investment expenses ................................... 6  
7 Prior period adjustments .................................. 7  
8 Other (Describe in Part XIV.) ................................. 8  
9 Total adjustments (net). Add lines 4 through 8 ......................... 9  
10 Excess or (deficit) for the year per financial statements. Combine lines 3 and 9 ......... 10  
Part XII Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
1 Total revenue, gains, and other support per audited financial statements ....... 1  
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains on investments .......... 2a  
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIV.) ............ 2d  
e Add lines 2a through 2d ..................... 2e  
3 Subtract line 2e from line 1..................... 3  
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIV.) ........... 4b  
c Add lines 4a and 4b....................... 4c  
5 Total Revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5  
Part XIII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
1 Total expenses and losses per audited financial statements ............. 1  
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities .......... 2a  
b Prior year adjustments .............. 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIV.) ............ 2d  
e Add lines 2a through 2d...................... 2e  
3 Subtract line 2e from line 1..................... 3  
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIV.) ............ 4b  
c Add lines 4a and 4b....................... 4c  
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5  
Part XIV
Supplemental Information
Complete this part to provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X; Part XI, line 8; Part XII, lines 2d and 4b; and Part XIII, lines 2d and 4b. Also complete this part to provide any additional information.
Identifier Return Reference Explanation
DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: INTENDED USES OF ENDOWMENT FUND THE BOARD DESIGNATED ENDOWMENT FUND IS SET ASIDE FOR THE SENTARA FOUNDATION'S USE. THE FOUNDATION ASSISTS THE COMMUNITY WITH FILLING THE HEALTH CARE GAPS, DEVELOPING NEW PROGRAMS, AND BUILDING CONSENSUS AROUND CURRENT HEALTH ISSUES. IN 2011, THE FOUNDATION AWARDED $709,200 IN GRANTS TO 501(C)(3) ORGANIZATIONS WITHIN THE COMMUNITY. THE TEMPORARILY RESTRICTED ENDOWMENT FUNDS ARE USED PREDOMINANTLY FOR EDUCATION & RESEARCH, HEART FUNDS AND SENTARA'S HOPE FUND, WHICH IS AN EMERGENCY FINANCIAL RESOURCE FOR SENTARA EMPLOYEES THAT ARE EXPERIENCING CATASTROPHIC HARDSHIP OR LOSS THROUGH NO FAULT OF THEIR OWN.
Schedule D (Form 990) 2011

Additional Data


Software ID:  
Software Version:  




SCHEDULE F(Form 990)
Department of the Treasury
Internal Revenue Service
Statement of Activities Outside the United States
Right pointing arrow large image Complete if the organization answered "Yes" to Form 990,Part IV, line 14b, 15, or 16.Right pointing arrow large image Attach to Form 990. Right pointing arrow large image See separate instructions.
OMB No. 1545-0047
2011
Open to Public Inspection
Name of the organization
SENTARA HEALTHCARE
 
Employer identification number

52-1271901
Part I
General Information on Activities Outside the United States. Complete if the organization answered
“Yes” to Form 990, Part IV, line 14b.
1
For grantmakers. Does the organization maintain records to substantiate the amount of its grants
and other assistance, the grantees' eligibility for the grants or assistance, and the selection criteria used
to award the grants or assistance? ..............................
2
For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other
assistance outside the United States.
3
Activites per Region. (Use Part V if additional space is needed.)
(a) Region (b) Number of offices in the region (c) Number of employees or agents in region or independent contractors (d) Activities conducted in region (by type) (e.g., fundraising, program services, investments, grants to recipients located in the region) (e) If activity listed in (d) is a program service, describe specific type of
service(s) in region		 (f) Total
expenditures for region/investments
in region
CENTRAL AMERICA AND THE CARIBBEAN     UNRELATED TRADE OR BUSINESS    
CENTRAL AMERICA AND THE CARIBBEAN     INVESTMENTS   59,378,188
EUROPE     INVESTMENTS   353,386
           
           
           
           
           
           
           
           
           
           
           
           
           
           
3a Sub-total ..... 0 0 59,731,574
b Total from continuation sheets to Part I ... 0 0 0
c Totals (add lines 3a and 3b) 0 0 59,731,574
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2011
Schedule F (Form 990) 2011
Page 2
Part II
Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" to Form 990,
Part IV, line 15, for any recipient who received more than $5,000. Check this box if no one recipient received more than $5,000 ........ MediumBullet
Use Part V if additional space is needed.
1 (a) Name of organization (b) IRS code section
and EIN (if applicable)		 (c) Region (d) Purpose of
grant 		(e) Amount of
cash grant 		(f) Manner of
cash
disbursement 		(g) Amount of
of non-cash
assistance 		(h) Description
of non-cash
assistance 		(i) Method of
valuation
(book, FMV,
appraisal, other)
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
2
Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter .....MediumBullet
 
3
Enter total number of other organizations or entities ........................MediumBullet
 
Schedule F (Form 990) 2011
Schedule F (Form 990) 2011Page 3
Part III
Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 16.
Use Part V if additional space is needed.
(a) Type of grant or assistance (b) Region (c) Number of recipients (d) Amount of
cash grant 		(e) Manner of cash
disbursement 		(f) Amount of
non-cash
assistance 		(g) Description
of non-cash
assistance 		(h) Method of
valuation
(book, FMV,
appraisal, other)
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
Schedule F (Form 990) 2011
Schedule F (Form 990) 2011
Page 4
Part IV
Foreign Forms
1 Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 926 (see instructions for Form 926).................
2 Did the organization have an interest in a foreign trust during the tax year? If " Yes," the organization may be required to file Form 3520 and/or Form 3520-A. (see instructions for Forms 3520 and 3520-A)..........
3 Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with respect to Certain Foreign Corporations. (see instructions for Form 5471)..............................
4 Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If "Yes," the organization may be required to file Form 8621, Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see instructions for Form 8621)
5 Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with respect to Certain Foreign Partnerships. (see instructions for Form 8865)....................................
6 Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to file Form 5713, International Boycott Report (see instructions for Form 5713)................................................
Schedule F (Form 990) 2011
Schedule F (Form 990) 2011
Page 5
Part V
Supplemental Information
Complete this part to provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information (see instructions).
Identifier ReturnReference Explanation
CENTRAL AMERICA AND THE CARIBBEAN, UNRELATED TRADE OR BUSINESS PART I, LINE 3 THE ORGANIZATION OWNS BAY PRIMEX INSURANCE COMPANY, LTD., A CAPTIVE INSURANCE COMPANY WHOSE SOLE ACTIVITY IS THE REINSURANCE, ON A FACULTATIVE BASIS, OF THE CLAIMS-MADE PROFESSIONAL AND MANAGED CARE LIABILITY INSURANCE POLICIES, AND THE OCCURRENCE-BASED GENERAL LIABILITY POLICY ISSUED BY LEXINGTON INSURANCE COMPANY TO THE ORGANIZATION AND ITS RELATED ENTITIES. COVERAGE INCLUDES THE EMPLOYEES OF THE ORGANIZATION, ITS CONTROLLED SUBSIDIARIES, ITS AFFILIATED JOINT VENTURES, CERTAIN PHYSICIANS ON THE MEDICAL STAFF OF ITS RELATED FACILITIES, AND SOME NON-EMPLOYED PHYSICIANS. PROVISION OF INSURANCE TO NON-EMPLOYED PHYSICIANS IS CONSIDERED AN UNRELATED TRADE OR BUSINESS AND IS REPORTED AS SUCH ON FORM 990 PART VIII LINE 11.
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
Schedule F (Form 990) 2011
Additional Data


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SCHEDULE G (Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Supplemental Information Regarding
Fundraising or Gaming Activities
Complete if the organization answered "Yes" to Form 990, Part IV, lines 17, 18, or 19,or if the organization entered more than $15,000 on Form 990-EZ, line 6a.right arrowAttach to Form 990 or Form 990-EZ. right arrowSee separate instructions.
OMB No. 1545-0047
2011
Open to Public Inspection
Name of the organization
SENTARA HEALTHCARE
 
Employer identification number

52-1271901
Part I
Fundraising Activities. Complete if the organization answered "Yes" to Form 990, Part IV, line 17.
1
Indicate whether the organization raised funds through any of the following activities. Check all that apply.
a e
b f
c g
d
2a
Did the organization have a written or oral agreement with any individual (including officers, directors, trustees
or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services?
b
If “Yes,” list the ten highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is
to be compensated at least $5,000 by the organization. Form 990-EZ filers are not required to complete this table.
(i) Name and address of individual
or entity (fundraiser) 		(ii) Activity (iii) Did fundraiser have custody or control of contributions? (iv) Gross receipts
from activity 		(v) Amount paid to
(or retained by)
fundraiser listed in
col. (i) 		(vi) Amount paid to
(or retained by)
organization
Yes No
 
CORPORATE DEVELOPMINT
4000 FABER PLACE DR
 
CHARLESTON, SC294058585 		CONSULTING   No 1,490,413 89,686 1,400,727
Total .................right arrow 1,490,413 89,686 1,400,727
3
List all states in which the organization is registered or licensed to solicit funds or has been notified it is exempt from registration or licensing.
VA
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50083H
Schedule G (Form 990 or 990-EZ) 2011
Schedule G (Form 990 or 990-EZ) 2011
Page 2
Part II
Fundraising Events. Complete if the organization answered "Yes" to Form 990, Part IV, line 18, or reported more than $15,000 on Form 990-EZ, line 6a. List events with gross receipts greater than $5,000.
(a) Event #1

 
(event type) 		(b) Event #2

 
(event type) 		(c) Other Events

  
(total number) 		(d) Total Events
(Add col. (a) through col. (c))
VerticalRevenue 1 Gross receipts . . .        
2 Less: Charitable
contributions . . . 		       
3 Gross income (line 1
minus line 2) . . . 		       
VerticalDirectExpenses 4 Cash prizes . . .        
5 Non-cash prizes . .        
6 Rent/facility costs . .        
7 Food and beverages . .        
8 Entertainment . . .        
9 Other direct expenses .        
10 Direct expense summary. Add lines 4 through 9 in column (d) ........... right arrow  
11 Net income summary. Combine lines 3 and 10 in column (d)............ right arrow  
Part III
Gaming. Complete if the organization answered "Yes" to Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a.
VerticalRevenue (a) Bingo (b) Pull tabs/Instant
bingo/progressive bingo 		(c) Other gaming (d) Total gaming (Add col. (a) through col. (c))
1 Gross revenue . . . .        
VerticalDirectExpenses 2 Cash prizes . . . .        
3 Non-cash prizes . . .        
4 Rent/facility costs . . .        
5 Other direct expenses . .        
6 Volunteer labor . . .
 
 
 
7 Direct expense summary. Add lines 2 through 5 in column (d) ........... right arrow  
8 Net gaming income summary. Combine lines 1 and 7 in column (d) .......... right arrow  
9
Enter the state(s) in which the organization operates gaming activities:
a
Is the organization licensed to operate gaming activities in each of these states? ............
b
If "No," Explain:
 
10a
Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? .....
b
If "Yes," Explain:
 
11
Does the organization operate gaming activities with nonmembers? .................
12
Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity
formed to administer charitable gaming? ..........................
Schedule G (Form 990 or 990-EZ) 2011
Schedule G (Form 990 or 990-EZ) 2011
Page 3
13
Indicate the percentage of gaming activity operated in:
a
The organization's facility ......................
13a
 
b
An outside facility ........................
13b
 
14
Provide the name and address of the person who prepares the organization's gaming/special events books and records:
Name right arrow
Address right arrow
15a
Does the organization have a contract with a third party from whom the organization receives gaming
revenue? ......................................
b
If "Yes," enter the amount of gaming revenue received by the organization right arrow $   and the
amount of gaming revenue retained by the third party right arrow $   .
c
If "Yes," enter name and address:
Name right arrow
Address right arrow
 
 
16
Gaming manager information:
Name right arrow
Gaming manager compensation right arrow $  
Description of services provided right arrow
 
17
Mandatory distributions:
a
Is the organization required under state law to make charitable distributions from the gaming proceeds to
retain the state gaming license? ............................
b
Enter the amount of distributions required under state law distributed to other exempt organizations or spent
in the organization's own exempt activities during the tax year right arrow$  
Part IV
Complete this part to provide additional information for responses to quuestion on Schedule G (see instructions.)
Identifier ReturnReference Explanation
FUNDRAISING ADDITIONAL INFORMATION PART I, LINE 2B AS THE PARENT ORGANIZATION, SENTARA HEALTHCARE PERFORMS FUNDRAISING ACTIVITIES FOR ALL OF ITS 501(C)(3) SUBSIDIARIES. CONTRIBUTIONS RAISED ARE REPORTED ON THE APPLICABLE FORM 990, DEPENDING ON DONOR SPECIFICATIONS.
Schedule G (Form 990 or 990-EZ) 2011
Additional Data


Software ID:  
Software Version:  
Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," to Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990
OMB No. 1545-0047
2011
Open to Public
Inspection
Name of the organization
SENTARA HEALTHCARE
 
Employer identification number
52-1271901
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ....................................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Governments and Organizations in the United States. Complete if the organization answered "Yes" to
Form 990, Part IV, line 21 for any recipient that received more than $5,000. Check this box if no one recipient received more than $5,000. Use
Part IV and Schedule I-1 (Form 990) if additional space is needed ......................... lBullet
(a) Name and address of organization
or government		 (b) EIN (c) IRC Code section
if applicable		 (d) Amount of cash grant (e) Amount of non-cash
assistance		 (f) Method of valuation
(book, FMV, appraisal,
other)		 (g) Description of
non-cash assistance		 (h) Purpose of grant
or assistance
(1) ACCESS PARTNERSHIPP O BOX 41093
NORFOLK,VA23541 		20-1830252 501(C)(3) 25,000       HEALTHCARE ACCESS TO UNDERINSURED
(2) AMERICAN RED CROSS606 W 29TH ST
NORFOLK,VA23510 		54-0505864 501(C)(3) 20,000       DENTAL CARE
(3) PARK PLACE HEALTH AND DENTAL CLINIC606 W 29TH ST
NORFOLK,VA23503 		54-1626757 501(C)(3) 12,500       HEALTHCARE
(4) BEACH HEALTH CLINIC3396 HOLLAND RD STE 102
VIRGINIA BEACH,VA23452 		54-1366960 501(C)(3) 32,500       PHARMACY SERVICES FOR INDIGENT
(5) CATHOLIC CHARITIES OF EASTERN VA5361 A VIRGINIA BEACH BLVD
VIRGINIA BEACH,VA23462 		54-0505879 501(C)(3) 23,000       MENTAL HEALTH SERVICES
(6) CHESAPEAKE CARE INC2145 S MILITARY HWY
CHESAPEAKE,VA23320 		54-1642754 501(C)(3) 25,500       HEALTHCARE FOR UNINSURED
(7) CHESP HEALTH INVESTMENT PROGRAM1302 JEFFERSON ST
CHESAPEAKE,VA23324 		54-1893166 501(C)(3) 20,000       CASE MANAGEMENT TO PRENATAL HISPANICS
(8) COMMUNITY FREE CLINIC OF NEWPORT NEWS727 25TH STREET
NEWPORT NEWS,VA23607 		27-3510814 501(C)(3) 194,200       NEW CLINIC CONTRIBUTION
(9) FORKIDS INCP O BOX 6044
NORFOLK,VA23508 		54-1477799 501(C)(3) 12,500       HEALTHCARE FOR HOMELESS SHELTER
(10) FOUNDATION FOR REHABILITATION EQUIPMENT AND ENDOWMENTP O BOX 8873
ROANOKE,VA24014 		54-1934695 501(C)(3) 10,000       DME REHAB
(11) GLOUCESTER-MATHEWS FREE CLINIC2276 GEORGE WASHINGTON MEM HWY
HAYES,VA23072 		54-1875619 501(C)(3) 25,000       HEALTHCARE FOR INDIGENTS
(12) H E L P INCP O BOX 190
HAMPTON,VA23669 		54-1209213 501(C)(3) 20,000       DENTAL CARE FOR INDIGENTS
(13) LACKEY FREE CLINIC1620 OLD WILLIAMSBURG RD
YORKTOWN,VA23690 		54-1850915 501(C)(3) 32,500       HEALTHCARE FOR INDIGENTS
(14) SETON YOUTH SHELTERS3333 VIRGINIA BEACH BLVD STE 28
VIRGINIA BEACH,VA23452 		54-1250483 501(C)(3) 12,500       HIGH-RISK TEEN MENTAL HEALTHCARE
(15) OFFICE OF HUMAN AFFAIRS - CITY OF NEWPORT NEWS2410 WICKHAM AVENUE
NEWPORT NEWS,VA23607 		23-7014485 501(C)(3) 15,000       PREGNANCY OUTCOMES
(16) OLDE TOWN MEDICAL CTR5249 OLDE TOWNE RD STE D
WILLIAMSBURG,VA23188 		54-1663905 501(C)(3) 41,500       PEDIATRIC DENTAL SERVICES
(17) PENINSULA INST FR COMMUNITY HLTH4714 MARSHALL AVE
NEWPORT NEWS,VA23607 		54-1083954 501(C)(3) 43,000       PEDIATRIC HEALTHCARE FOR INDIGENTS
(18) PORTSMOUTH COMMUNITY HEALTH CENTER INC664 LINCOLN ST
PORTSMOUTH,VA23704 		54-1626757 501(C)(3) 60,000       HEALTHCARE ACCESS FOR INDIGENTS
(19) RX PARTNERSHIP2924 EMERYWOOD PKWY STE 300
RICHMOND,VA23294 		57-1186937 501(C)(3) 15,000       ACCESS TO FREE MEDICATION
(20) SICKLE CELL ASSOCIATIONP O BOX 12227
NORFOLK,VA23541 		54-0947046 501(C)(3) 15,025       SICKLE CELL EDUCATION
(21) SOUTHSIDE GEROPSYCHIATRIC SERVICES3160 MAGIC HOLLOW BLVD
VIRGINIA BEACH,VA23453 		54-0722061 501(C)(3) 6,475       ALZHEIMER'S EDUCATION
(22) ST COLUMBA ECUMENICAL MINISTRIES2414 LAFAYETTE BLVD
NORFOLK,VA23509 		54-1394797 501(C)(3) 15,000       PRESCRIPTIONS
(23) SUFFOLK SALVATION ARMYP O BOX 1000
SUFFOLK,VA23439 		58-0660607 501(C)(3) 10,000       TRANSPORTATION OF ELDERLY
(24) UNION MISSION MINISTRIESP O BOX 3203
NORFOLK,VA23514 		54-0506427 501(C)(3) 35,000       HEALTHCARE FOR HOMELESS
(25) UNITED WAY GREATER WILLIAMSBURG312 WALLER MILL ROAD SUITE 100
WILLIAMSBURG,VA23185 		54-0844073 501(C)(3) 7,750       SPONSORSHIP
(26) UNITED WAY OF SOUTH HAMPTON ROADS2515 WALMER ROAD PO BOX 41069
NORFOLK,VA23513 		54-0506322 501(C)(3) 17,250       SPONSORSHIP
(27) UNITED WAY OF THE VA PENINSULA739 THIMBLE SHOALS BLVD SUITE 400
NEWPORT NEWS,VA23606 		54-0535602 501(C)(3) 9,000       SPONSORSHIP
(28) UP CENTER222 W 19TH ST
NORFOLK,VA23517 		54-0674774 501(C)(3) 10,000       MENTORING PROGRAM FOR AT RISK YOUTH
(29) VA SUPPORTIVE HOUSINGP O BOX 8585
RICHMOND,VA23226 		54-1444564 501(C)(3) 10,000       CASE MANAGEMENT FOR HOMELESS
(30) WESTERN TIDEWATER FREE CLINIC2019 MEADE PKWY
SUFFOLK,VA23434 		26-3302837 501(C)(3) 37,500       PROVIDE DENTAL PROGRAM ACCESS
(31) WILLIAMSBURG AREA FAITH IN ACTION354 MCCLAWS CIRCLE SUITE 2
WILLIAMSBURG,VA23185 		31-1812124 501(C)(3) 13,000       TRANSPORTATION OF ELDERLY
(32) ACCESS COLLEGE FOUNDATION7300 NEWPORT AVE STE 500
NORFOLK,VA23505 		54-1440734 501(C)(3) 8,000       HEALTH CAREERS PROJECT
(33) ALZHEIMER'S ASSOCIATION6350 CENTER DR STE 102
NORFOLK,VA23502 		54-1204329 501(C)(3) 8,500       ALZHEIMER'S EDUCATION & HEALTHCARE
(34) AMERICAN CANCER SOCIETY4416 EXPRESSWAY DR
VIRGINIA BEACH,VA23452 		58-0659875 501(C)(3) 7,000       MEN'S HEALTH & RELAYS FOR LIFE
(35) MARCH OF DIMES860 GREENBRIER CIRCLE STE 502
CHEASPEAKE,VA23320 		13-1846366 501(C)(3) 20,000       MARCH FOR BABIES
(36) AN ACHIEVABLE DREAM10858 WARWICK BLVD STE A
NEWPORT NEWS,VA23601 		54-1621932 501(C)(3) 27,500       SPONSORSHIP
(37) FOODBANK OF THE VA PENINSULA2401 ALUMINUM AVE
HAMPTON,VA23661 		54-1422298 501(C)(3) 26,000       SPONSORSHIP
(38) EVMS FOUNDATIONP O BOX 5
NORFOLK,VA23501 		23-7053028 501(C)(3) 10,000,000       EDUCATION
(39) SLOVER LIBRARY FOUNDATION500 E MAIN STREET
NORFOLK,VA23510 		26-3772819 501(C)(3) 250,000       NEW LIBRARY CONTRIBUTION
(40) CIVIC LEADERSHIP INSTITUTE5200 HAMPTON BLVD
NORFOLK,VA23508 		54-1725580 501(C)(3) 11,500       SPONSORSHIP
(41) VA BEACH EVENTS UNLIMITED265 KINGS GRANT RD STE 102
VIRGINIA BEACH,VA23452 		52-1372330 501(C)(3) 26,750       NEPTUNE FESTIVAL
(42) VA BUSINESS HIGHER EDUCATION COUNCIL1108 E MAIN STREET STE 1100
RICHMOND,VA23219 		54-1827038 501(C)(3) 50,000       GROW BY DEGREES SPONSORSHIP
(43) VA HEALTH CARE FOUNDATION707 E MAIN ST STE 1350
RICHMOND,VA23219 		54-1639924 501(C)(3) 50,000       SPONSORSHIP
(44) OLD DOMINION RESEARCH FOUNDATION4111 MONARCH WAY NO 204
NORFOLK,VA23508 		54-6068198 501(C)(3) 2,000,000       SPONSORSHIP
(45) ROCKINGHAM MEMORIAL HOSPITAL2010 HEALTH CAMPUS DRIVE
HARRISONBURG,VA22801 		54-0506331 501(C)(3) 6,000,000       ENDOWMENT FUNDING
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
45
3
Enter total number of other organizations listed in the line 1 table ......................... . Bullet Image
0
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2011

Schedule I (Form 990) 2011
Page 2
Part III
Grants and Other Assistance to Individuals in the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 22.
Use Schedule I-1 (Form 990) if additional space is needed.
(a)Type of grant or assistance (b)Number of
recipients		 (c)Amount of
cash grant		 (d)Amount of
non-cash assistance		 (e)Method of valuation (book,
FMV, appraisal, other)		 (f)Description of non-cash assistance
(1) MORTGAGE PAYMENTS 18 16,262      
(2) RENT 125 105,536      
(3) UTILITIES 134 46,001      
(4) FOOD 30 3,900      
(5) HOUSEHOLD ITEMS 6 1,750      
(6) TEMPORARY LODGING 2 1,604      



Part IV
Supplemental Information. Complete this part to provide the information required in Part I, line 2, and any other additional information.
Identifier Return Reference Explanation
PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: PROCEDURES FOR MONITORING USE OF GRANTS FUNDS IN U.S. THE SENTARA HEALTH FOUNDATION, A DIVISION OF THE ORGANIZATION, IS RESPONSIBLE FOR AWARDING AND MONITORING THE USE OF GRANT AND SPONSORSHIP FUNDS DONATED TO OTHER ORGANIZATIONS IN THE COMMUNITY WHO SHARE THE SAME MISSION AS THE ORGANIZATION: IMPROVING HEALTH EVERYDAY THROUGH THE PROVISION OF HEALTH SERVICES, AND THE PROMOTION OF HEALTH, MEDICAL EDUCATION, AND THE SOCIAL, CULTURAL, EDUCATIONAL, AND ECONOMIC DEVELOPMENT OF THE COMMUNITY. COMMUNITY RECOGNITION GRANTS ARE AWARDED ANNUALLY BY THE FOUNDATION'S GRANT COMMITTEE TO OTHER 501(C)(3) ORGANIZATIONS WITHIN THE COMMUNITY AFTER A RIGOROUS APPLICATION AND REVIEW PROCESS. ONCE AWARDED, THE GRANTS ARE DISTRIBUTED THE FOLLOWING YEAR IN TWO PAYMENTS - AT THE BEGINNING OF THE YEAR, THEN AFTER AN INTERIM REPORT HAS BEEN FILED WITH THE FOUNDATION. THE INTERIM REPORT MUST INCLUDE THE GRANT OBJECTIVES, ANY CHANGES IN STATUS OF THE ORGANIZATION'S 501(C)(3) STATUS, DETAILS OF THE GRANT OUTCOMES TO DATE AND COMPLIANCE WITH SUBMITTED FINANCIAL BUDGET. GRANTEES ARE REQUIRED TO SUBMIT WITH THE REPORT A DETAILED LISTING OF MEASUREMENTS INCLUDING THE NUMBER OF PEOPLE SERVED, GENDERS, AGE RANGES, AND INCOME LEVELS. FURTHER, A PLAN OF PROGRAM SUSTAINABILITY MUST BE COMPLETED TO PROMOTE THE INITIATIVE'S GOALS FOR THE FUTURE. COMMUNITY BENEFIT SPONSORSHIPS ARE AWARDED QUARTERLY BASED ON THE RECOMMENDATION OF THE FOUNDATION'S SPONSORSHIP REVIEW COMMITTEE. APPLICANTS MUST SUBMIT A PROPOSAL IN WRITING DEMONSTRATING HOW FUNDS WILL BE USED TO IMPROVE THE HEALTH STATUS OF THE COMMUNITY. SPONSORSHIPS ARE GENERALLY AWARDED TO OTHER 501(C)(3) ORGANIZATIONS WITH ACTIVE COMMUNITY BOARDS WHO OVERSEE THE EXPENDITURE OF SUCH FUNDS. THE SENTARA HEALTH FOUNDATION ALSO ADMINISTERS THE H.O.P.E. (HELPING OVERCOME PERSONAL EMERGENCY) FUND, A PROGRAM FOR EMPLOYEES OF THE SENTARA HEALTHCARE SYSTEM WHO ARE IN NEED OF EMERGENCY ASSISTANCE. THIS PROGRAM IS FUNDED BY DONATIONS FROM EMPLOYEES AND MANAGED BY THE PLANNING COUNCIL, A HUMAN SERVICES AGENCY USED TO PROCESS ALL H.O.P.E. FUND APPLICATIONS TO MAINTAIN CONFIDENTIALITY. EMPLOYEES WHO EXPERIENCE CATASTROPHIC EVENTS THROUGH NO FAULT OF THEIR OWN SUCH AS FIRE, DEATH IN THE FAMILY, FLOODING, HURRICANE, TORNADO, CURRENT PERSONAL ILLNESS OR SERIOUS PERSONAL FAMILY ILLNESS THAT RESULT IN HARDSHIP MAY APPLY FOR ASSISTANCE. APPLICANTS MUST COMPLETE AN EMPLOYEE ASSISTANCE PROGRAM CONSENT FORM AND A 3-PAGE APPLICATION FORM. APPLICANTS SUBMIT THESE FORMS ALONG WITH THEIR LATEST PAY STUB, COPIES OF THE BILLS BEING SUBMITTED FOR PAYMENT, AND OFFICIAL DOCUMENTATION OF THE CATASTROPHIC EVENT. THE PLANNING COUNCIL THEN INTERVIEWS THE APPLICANT AND DETERMINES IF THE GUIDELINES ARE MET FOR ASSISTANCE. IN THE EVENT OF A NATURAL DISASTER, APPLICANTS MUST FIRST APPLY TO OTHER EMERGENCY ASSISTANCE PROGRAMS, SUCH AS THE AMERICAN RED CROSS, SALVATION ARMY, OR F.E.M.A., BEFORE BECOMING ELIGIBLE FOR ASSISTANCE FROM THE H.O.P.E. FUND. A REVIEW COMMITTEE EVALUATES EACH APPLICATION AND DETERMINES ASSISTANCE LEVELS BASED ON DOCUMENTED,APPROPRIATE NEED. FUNDS MAY ONLY BE USED TO PAY EXISTING BILLS OR ANTICIPATED EXTRAORDINARY EXPENSES RELATED TO A CATASTROPHIC EVENT. BILLS THAT ARE NOT NECESSARY FOR THE PRESERVATION OF DAILY LIVING, INCLUDING NON-ESSENTIAL UTILITIES (I.E., WIRELESS PHONES, CABLE TV, ETC.), ARE NOT COVERED. PAYMENTS ARE MADE DIRECTLY TO SERVICE PROVIDERS RATHER THAN TO INDIVIDUAL RECIPIENTS. FUNDS ARE ONLY DISTRIBUTED PROVIDED ADEQUATE EMPLOYEE DONATIONS HAVE BEEN MADE BY EMPLOYEES FOR EMPLOYEES. ASSISTANCE IS PROVIDED AS THE AVAILABILITY OF FUNDS PERMIT; DECISIONS ARE MADE IN THE ORDER IN WHICH COMPLETED APPLICATIONS REQUESTS ARE RECEIVED. ASSISTANCE FOR AN INDIVIDUAL EMPLOYEE IS LIMITED TO ONCE PER 12-MONTH PERIOD AND MAY NOT EXCEED $1,000. DURING 2011, 191 INDIVIDUAL EMPLOYEES WERE ASSISTED BY THE HOPE FUND.
Schedule I (Form 990) 2011


Additional Data


Software ID:  
Software Version:  


Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" to Form 990,
Part IV, question 23.
SchJMediumBullet Attach to Form 990. SchJMediumBullet See separate instructions.
OMB No. 1545-0047
2011
Open to Public Inspection
Name of the organization
SENTARA HEALTHCARE
 
Employer identification number

52-1271901
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed in Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all the expenses described above? If "No," complete Part III to explain....
1b
Yes
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
officers, directors, trustees, and the CEO/Executive Director, regarding the items checked in line 1a? ....
2
Yes
 
3
Indicate which, if any, of the following the organization uses to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed in Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? ...............
4a
Yes
 
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? ........
4b
Yes
 
c
Participate in, or receive payment from, an equity-based compensation arrangement? ........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3) and 501(c)(4) organizations only must complete lines 5-9.
5
For persons listed in form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ...........................
5a
 
No
b
Any related organization? .........................
5b
 
No
If "Yes," to line 5a or 5b, describe in Part III.
6
For persons listed in form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ...........................
6a
 
No
b
Any related organization? .........................
6b
 
No
If "Yes," to line 6a or 6b, describe in Part III.
7
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
Yes
 
8
Were any amounts reported in Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III .............................
8
 
No
9
If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Privacy Act and Paperwork Reduction Act Notice, see the Intructions for Form 990
Cat. No. 50053T
Schedule J (Form 990) 2011

Schedule J (Form 990) 2011
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.

Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and column (E) for that individual.
(A) Name (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits		 (E) Total of columns
(B)(i)-(D) 		(F) Compensation
reported as deferred
in prior Form 990
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
(1) DAVID L BERND (i)
(ii)		 1,060,556
0 		1,541,673
0 		1,236,035
0 		718,589
0 		24,557
0 		4,581,410
0 		0
0
(2) MARY L BLUNT (i)
(ii)		 0
370,092 		0
303,688 		0
69,927 		0
215,142 		0
22,939 		0
981,788 		0
7,014
(3) ROBERT A BROERMANN (i)
(ii)		 576,543
0 		577,997
0 		7,726
0 		289,150
0 		26,475
0 		1,477,891
0 		0
0
(4) MICHAEL M DUDLEY (i)
(ii)		 421,833
0 		392,073
0 		36,445
0 		706,325
0 		22,067
0 		1,578,743
0 		0
0
(5) MICHAEL V GENTRY (i)
(ii)		 0
388,241 		0
323,342 		0
7,697 		0
153,046 		0
15,535 		0
887,861 		0
0
(6) ROBERT L GRAVES (i)
(ii)		 0
311,915 		0
238,407 		0
55,598 		0
109,347 		0
20,259 		0
735,526 		0
0
(7) VICKY G GRAY (i)
(ii)		 332,409
0 		330,645
0 		54,316
0 		136,833
0 		29,551
0 		883,754
0 		0
0
(8) HOWARD P KERN (i)
(ii)		 726,289
0 		868,885
0 		16,982
0 		888,823
0 		22,035
0 		2,523,014
0 		0
0
(9) JEFFREY P KING (i)
(ii)		 368,985
0 		169,528
0 		109,468
0 		92,493
0 		18,574
0 		759,048
0 		0
0
(10) KENNETH M KRAKAUR (i)
(ii)		 453,890
0 		457,834
0 		91,285
0 		159,233
0 		25,586
0 		1,187,828
0 		7,755
0
(11) DAVID R MAIZEL MD (i)
(ii)		 0
382,973 		0
260,068 		0
66,496 		0
157,532 		0
25,754 		0
892,823 		0
0
(12) GENEMARIE W MCGEE (i)
(ii)		 0
184,781 		0
87,438 		0
373 		0
130,634 		0
21,265 		0
424,491 		0
0
(13) MEGAN R PERRY (i)
(ii)		 356,358
0 		213,035
0 		77,105
0 		217,434
0 		24,412
0 		888,344
0 		0
0
(14) BERTRAM S REESE (i)
(ii)		 0
370,572 		0
353,607 		0
71,746 		0
179,778 		0
25,730 		0
1,001,433 		0
0
(15) MARK A SZALWINSKI (i)
(ii)		 0
338,498 		0
233,037 		0
157,832 		0
112,893 		0
28,704 		0
870,964 		0
88,695
(16) MICHAEL V TAYLOR (i)
(ii)		 360,270
0 		356,267
0 		4,705
0 		174,667
0 		23,615
0 		919,524
0 		0
0
(17) DOUGLAS M THOMPSON (i)
(ii)		 242,304
0 		244,316
0 		66,308
0 		102,105
0 		24,598
0 		679,631
0 		7,312
0
(18) GARY R YATES MD (i)
(ii)		 578,815
0 		579,588
0 		441,626
0 		252,105
0 		29,522
0 		1,881,656
0 		240,187
0
(19) GRACE R HINES (i)
(ii)		 233,015
0 		122,400
0 		24,777
0 		181,497
0 		16,672
0 		578,361
0 		0
0
(20) VIKKI LORENZ (i)
(ii)		 242,686
0 		122,634
0 		10,241
0 		118,244
0 		2,607
0 		496,412
0 		0
0
(21) EDWARD L TORCOM (i)
(ii)		 209,715
0 		96,903
0 		168
0 		44,936
0 		17,620
0 		369,342
0 		0
0
(22) JAMES B REGAN MD (i)
(ii)		 0
120,214 		0
0 		220,852
617 		0
2,637 		0
9,528 		220,852
132,996 		0
0
(23) BRUCE S ROBERTSON (i)
(ii)		 202,293
0 		93,324
0 		411
0 		152,651
0 		8,318
0 		456,997
0 		0
0
(24) GAIL HEAGEN (i)
(ii)		 0
0 		0
0 		107,927
0 		99,259
0 		0
0 		207,186
0 		0
0
(25) DOUGLAS L JOHNSON MD (i)
(ii)		 0
0 		0
0 		500,000
0 		55,972
0 		0
0 		555,972
0 		99,984
0
Schedule J (Form 990) 2011

Schedule J (Form 990) 2011
Page 3
Part III
Supplemental Information
Complete this part to provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4c, 5a, 5b, 6a, 6b, 7, and 8. Also complete this part for any additional information.
Identifier Return Reference Explanation
  PART I, LINE 1A RELEVANT INFORMATION REGARDING COMPENSATION BENEFITS CHARTER TRAVEL WAS PROVIDED TO CERTAIN BOARD MEMBERS AND OFFICERS OF THE ORGANIZATION IN CONNECTION WITH BUSINESS PURPOSES ONLY AND WAS NOT INCLUDED IN TAXABLE INCOME. IN LIMITED CIRCUMSTANCES, HOUSING ALLOWANCES ARE PROVIDED FOR TEMPORARY HOUSING IN CONNECTION WITH RECRUITMENT OR RETENTION OF EXECUTIVES OR KEY EMPLOYEES AND ARE TREATED AS ADDITIONAL TAXABLE COMPENSATION AND REPORTED ON FORM W-2 AS TAXABLE WAGES. THE ORGANIZATION ALSO PROVIDES GROSS-UP PAYMENTS ON HOUSING ALLOWANCES (DESCRIBED ABOVE), THEREBY CREATING ADDITIONAL COMPENSATION WHICH IS REPORTED ON FORM W-2 AS TAXABLE WAGES.
  PART I, LINES 4A-B RECEIVED SEVERANCE, SUPPLEMENTAL NQ RETIREMENT, EQUITY GAIL HEAGEN, FORMER OFFICER, RECEIVED $107,927 IN COMPENSATION RELATED TO HER SEPARATION FROM SERVICE. THIS AMOUNT HAS BEEN INCLUDED IN COLUMN (B)(III) OF SCHEDULE J, PART II. JAMES B. REGAN, CURRENT HIGHEST COMPENSATED EMPLOYEE, RECEIVED $220,852 IN COMPENSATION RELATED TO HIS SEPARATION FROM SERVICE FROM SENTARA MEDICAL GROUP, A 501(C)(3) WHOLLY-OWNED SUBSIDIARY OF THE ORGANIZATION. THIS AMOUNT HAS BEEN INCLUDED IN COLUMN (B)(III) OF SCHEDULE J, PART II. HOWARD KERN AND MICHAEL DUDLEY PARTICIPATE IN THE SENTARA SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN. PARTICIPATION IN THE PLAN IS LIMITED TO SELECT INDIVIDUALS AS APPROVED BY SENTARA HEALTHCARE'S BOARD OF DIRECTOR'S COMPENSATION COMMITTEE. THE PLAN IS CURRENTLY CLOSED TO ADDITIONAL MEMBERS. VESTING OCCURS UPON THE COMPLETION OF A TWO YEAR NON-COMPETE PERIOD FOLLOWING TERMINATION AFTER EARLY RETIREMENT DATE OR UPON DEATH. EARLY RETIREMENT DATE IS WHEN THE EXECUTIVE OBTAINS AT LEAST AGE 55 AND HAS 10 YEARS OF SERVICE AND BENEFITS ARE FORFEITED IF PARTICIPANT LEAVES PRIOR TO AGE 55 WITH 10 YEARS OF SERVICE. DAVID BERND PARTICIPATES IN AN INDIVIDUAL SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN. VESTING OCCURS EACH DECEMBER 31 AND THE PRESENT VALUE OF THE ADDITIONAL ACCRUAL IS DISTRIBUTED IN A TAXABLE LUMP SUM. FOR 2011, MR. BERND RECEIVED A TOTAL LUMP SUM DISTRIBUTION OF $1,192,399. DAVID BERND, HOWARD KERN, MICHAEL DUDLEY, AND DOUGLAS JOHNSON PARTICIPATE IN THE SENTARA OPTION PLAN FOR EXECUTIVES. THIS PLAN IS UNRELATED TO "EQUITY" OF THE EMPLOYER. PARTICIPATION IS LIMITED TO SELECT INDIVIDUALS AS APPROVED BY THE ORGANIZATION'S BOARD OF DIRECTOR'S COMPENSATION COMMITTEE. VESTING IS DETERMINED BY THE GOVERNING BOARD OF THE ORGANIZATION AND IS SEPARATELY STATED IN EACH PARTICIPANT'S OPTION AGREEMENT. THERE WERE NO OPTIONS GRANTED AFTER 2002. DURING 2011, DOUGLAS JOHNSON RECEIVED $500,000 UPON EXERCISE OF OPTIONS GRANTED UNDER THE PLAN. THIS AMOUNT HAS BEEN REPORTED IN COLUMN(B)(III) OF SCHEDULE J, PART II. DAVID BERND, HOWARD KERN, MICHAEL DUDLEY, MARY BLUNT, ROBERT BROERMANN, MICHAEL GENTRY, ROBERT GRAVES, VICKY GRAY, KENNETH KRAKAUR, BERT REESE, MARK SZALWINSKI, MICHAEL TAYLOR, DOUGLAS THOMPSON, GARY YATES, M.D., GRACE HINES, DAVID MAIZEL, M.D., MEGAN PERRY, BRUCE ROBERTSON, AND JEFFREY KING PARTICIPATE IN THE SENTARA CAPITAL ACCUMULATION ACCOUNT PLAN. 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. 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 2011, THE FOLLOWING CORPORATE EXECUTIVES RECEIVED VESTED DISTRIBUTIONS UNDER THE PLAN: MARY BLUNT ($53,145); MICHAEL DUDLEY ($7,069); ROBERT GRAVES ($43,723); VICKY GRAY ($47,235); GRACE HINES ($14,160); KENNETH KRAKAUR ($71,345); DAVID MAIZEL, M.D. ($54,345); BERTRAM REESE ($52,620); DOUGLAS THOMPSON ($33,755); GARY YATES, M.D. ($407,910) AND MARK SZALWINSKI ($149,588). THESE AMOUNTS HAVE BEEN REPORTED IN COLUMN(B)(III) OF SCHEDULE J, PART II. THE ORGANIZATION OWNS A SUPPLEMENTAL SURVIVOR SPLIT-DOLLAR LIFE INSURANCE POLICY FOR DOUGLAS JOHNSON. THE ORGANIZATION ALSO OWNED SPOUSAL SURVIVOR SPLIT-DOLLAR LIFE INSURANCE POLICIES FOR MARY BLUNT, KENNETH KRAKAUR, AND DOUGLAS THOMPSON. THE SPLIT DOLLAR PLANS PROVIDE FOR TRANSFER OF THE POLICIES TO THE PARTICIPANT UPON CERTAIN EVENTS. AT TRANSFER (OR THE PARTICIPANT'S DEATH), THE ORGANIZATION RECOVERS THE PREMIUMS THAT IT HAS PAID. DURING 2011, THE SPOUSAL SURVIVOR SPLIT-DOLLAR LIFE INSURANCE POLICIES FOR MARY BLUNT, KENNETH KRAKAUR, AND DOUGLAS THOMPSON WERE SURRENDERED. THE POLICY VALUES REMAINING AFTER REDUCTION FOR CORPORATE RECOVERY OF PREMIUMS AND AFTER TAX ART AMOUNTS WERE $9,076, $10,147, AND $10,122, RESPECTIVELY. THESE AMOUNT WERE TREATED AS ADDITIONAL TAXABLE COMPENSATION AND HAVE BEEN REPORTED IN COLUMN(B)(III) OF SCHEDULE J PART II. DOUGLAS JOHNSON ALSO OWNS WHOLE LIFE AND SPLIT DOLLAR INSURANCE POLICIES WHICH ARE COLLATERALLY ASSIGNED TO THE ORGANIZATION AND ARE SUBJECT TO THE TERMS OF THE ORGANIZATION'S SUPPLEMENTAL SURVIVOR SPLIT-DOLLAR LIFE INSURANCE POLICIES.
  PART I, LINE 7 NON-FIXED PAYMENTS NOT LISTED DURING 2011, 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 AND SENIOR LEADERS ARE ELIGIBLE FOR LONG-TERM INCENTIVE AWARDS BASED ON ACHIEVING SYSTEM MISSION AND STRATEGIC IMPERATIVES AND VALUES IN THE AREAS OF FINANCIAL PERFORMANCE, PATIENT SAFETY, CLINICAL QUALITY, AND OTHER KEY METRICS OVER 3-YEAR PERIODS. AWARD OPPORTUNITIES VARY BY LEVEL. A NEW 3-YEAR CYCLE BEGINS EACH YEAR. FOR FORM 990 PURPOSES, ESTIMATED ANNUAL EARNINGS UNDER EACH ACTIVE CYCLE ARE REPORTED AS DEFERRED COMPENSATION IN THE YEAR EARNED; AND ACTUAL EARNINGS FOR EACH 3-YEAR CYCLE ARE REPORTED AS INCENTIVE COMPENSATION IN THE YEAR PAID. ECARE INCENTIVE - AN INCENTIVE TO THE SELECT INDIVIDUALS FOR THEIR ROLES IN THE SUCCESSFUL IMPLEMENTATION AND OPERATION OF SENTARA'S ELECTRONIC MEDICAL CARE SYSTEM. INDIVIDUAL INCENTIVE LEVELS VARY BY POSITION.
Schedule J (Form 990) 2011

Additional Data


Software ID:  
Software Version:  
Schedule K
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information on Tax Exempt Bonds
SchKMediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, line 24a. Provide descriptions,
explanations, and any additional information in Part VI.
SchKMediumBullet Attach to Form 990. SchKMediumBullet See separate instructions.
OMB No. 1545-0047
2011
Open to Public
Inspection
Name of the organization
SENTARA HEALTHCARE
 
Employer identification number
52-1271901
Part I
Bond Issues
(a) Issuer Name (b) Issuer EIN (c) CUSIP # (d) Date Issued (e) Issue Price (f) Description of Purpose (g) Defeased (h) On
Behalf of
Issuer 		(i) Pool
financing
Yes No Yes No Yes No
A EDA THE CITY OF SUFFOLK
  		54-1131047 86481QAA7 06-25-2008 156,615,000 REFUNDED BONDS ISSUED OCTOBER 2006   X   X   X
B EDA THE CITY OF NORFOLK
  		23-7253445 65588TAH2 03-18-2009 68,890,000 REFUNDED BONDS ISSUED MAY 2004   X   X   X
C EDA THE CITY OF NORFOLK
  		23-7253445 65588TAL3 03-03-2010 132,480,000 REFUNDED BONDS ISSUED MAY 2004   X   X   X
D EDA THE CITY OF NORFOLK
  		23-7253445   07-16-2003 53,100,000 FINANCING FOR CAPITAL AND FIXED ASSETS   X   X   X
VA SMALL BUSINESS FINANCING AUTHORITY
  		54-1300845 928105AV7 01-28-2010 296,243,684 FINANCING OF ACUTE CARE FACILITY; REFUNDING ISSUES PRIOR TO 2003   X   X   X
IDA OF THE CITY OF HARRISONBURG
  		54-2000436   11-28-2011 75,000,000 REFUNDED BANK QUALIFIED BONDS ORIGINALLY ISSUED IN 2010   X   X   X
IDA OF THE CITY OF HARRISONBURG
  		54-2000436   12-14-2011 10,000,000 REFUNDED PRIVATE BANK DEBT ORIGINALLY ISSUED IN 2009   X   X   X
Part II
Proceeds
A B C D
1 Amount of bonds retired . . . . . . . . . . . . . 18,390,000      
2 Amount of bonds legally defeased . . . . . . . . . .        
3 Total proceeds of issue . . . . . . . . . . . . . 156,615,000 68,890,000 132,480,000 53,100,000
4 Gross proceeds in reserve funds . . . . . . . .        
5 Capitalized interest from proceeds . . . . . . . . . .        
6 Proceeds in refunding escrows . . . . . . . . . . .        
7 Issuance costs from proceeds . . . . . . . . . . . 434,772 434,772    
8 Credit enhancement from proceeds . . . . . . . . . .        
9 Working capital expenditures from proceeds . . . . . . .        
10 Capital expenditures from proceeds . . . . . . . . . . 53,100,000     53,100,000
11 Other spent proceeds . . . . . . . . . . . 63,952,063      
12 Other unspent proceeds . . . . . . . . . . .        
13 Year of substantial completion . . . . . . . . . . . 2008 2009 2010 2003
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue? . . . . X   X   X     X
15 Were the bonds issued as part of an advance refunding issue? . . . .   X   X   X   X
16 Has the final allocation of proceeds been made? . . . . . . X   X   X   X  
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? . . . . . . . . . . . . . X   X   X   X  
Part III
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? . . . . . . .   X   X   X   X
2 Are there any lease arrangements that may result in private business use of bond-financed property? . . . . . . . . .   X   X   X   X
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2011
Schedule K (Form 990) 2011
Page 2
Part III
Private Business Use (Continued)
A B C D
Yes No Yes No Yes No Yes No
3a Are there any management or service contracts that may result in private business use of bond-financed property? . . . . . . . . . X   X   X   X  
b If ‘Yes’ to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property? . . . . . X   X   X   X  
c Are there any research agreements that may result in private business use of bond-financed property? . . . . . . .   X X   X     X
d If ‘Yes’ to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property? . X   X   X      
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government . . SchKMediumBullet 0.00000% 0.00000% 0.00000% 0.00000%
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government . . . . . . . SchKMediumBullet 0.00000% 0.00000% 0.00000% 0.00000%
6 Total of lines 4 and 5 . . .. . . . . . . . . 0.00000% 0.00000% 0.00000% 0.00000%
7 Does the bond issue meet the private security or payment test? . . . X   X   X   X  
8 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under
Regulations sections 1.141-12 and 1.145-2?
X   X   X   X  
Part IV
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has a Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate, been filed with respect to the bond issue? . . .   X   X   X X  
2 Is the bond issue a variable rate issue?   X X   X   X  
3a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue? X   X   X     X
b Name of provider . . . . . . . . CITIGROUP
  		WELLS FARGO
  		WELLS FARGOGOLDMAN
  		 
 
c Term of hedge . . . . . . . . 10.000000000000 29.800000000000 29.800000000000  
d Was the hedge superintegrated? . . . .   X X   X     X
e Was a hedge terminated? . . . . .   X   X   X   X
4a Were gross proceeds invested in a guaranteed investment contract (GIC)? . . . . . .   X   X   X   X
b Name of provider . . . . . . NA
  		NA
  		NA
  		NA
 
c Term of GIC . . . . . . .        
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? . . . . . .   X   X   X   X
5 Were any gross proceeds invested beyond an available temporary period? . . . . . .   X   X   X   X
6 Did the bond issue qualify for an exception to rebate? .   X   X   X   X
7 Has the organization established written procedures to monitor the requirements of section 148? . . .   X   X   X   X
Schedule K (Form 990) 2011

Schedule K (Form 990) 2011
Page 3
Part V
Procedures To Undertake Corrective Action
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations? . . . . . . . . . . . . . .
Part VI
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule K (see instructions).
Identifier Return Reference Explanation
SCHEDULE K ENTITY 1 THE ORIGINAL 2009 REFUNDING ISSUE CONSISTED OF THREE SERIES, A (CUSIP # 86481QAA7), B (CUSIP # 65588TAH2) AND C (CUSIP # 65588TAL3), FOR A TOTAL ISSUE PRICE OF $201,370,000. IN 2010 SERIES B AND C WERE REFUNDED LEAVING SERIES A WITH AN ISSUE PRICE OF $68,890,000. DUE TO THIS REFUNDING, THE 8038 FOR SERIES 2009A DOES NOT AGREE TO SCHEDULE K.
PART II, LINE 11 ENTITY 2 OTHER SPENT PROCEEDS INCLUDE $6.7M AND $57.3M FOR REFUNDING ISSUES DATED PRIOR TO 2003 AND $455K OF INCOME EARNED ON THE PROJECT FUND.
PART II, LINE 13 ENTITY 2 $230M IN PROJECT FUNDS WERE ISSUED TO COVER THREE SEPARATE PROJECTS; THE FINAL PROJECT WAS SUBSTANTIALLY COMPLETE JULY 2011.
Schedule K (Form 990) 2011

Additional Data


Software ID:  
Software Version:  

Schedule K
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information on Tax Exempt Bonds
SchKMediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, line 24a. Provide descriptions,
explanations, and any additional information in Part VI.
SchKMediumBullet Attach to Form 990. SchKMediumBullet See separate instructions.
OMB No. 1545-0047
2011
Open to Public
Inspection
Name of the organization
SENTARA HEALTHCARE
 
Employer identification number
52-1271901
Part I
Bond Issues
(a) Issuer Name (b) Issuer EIN (c) CUSIP # (d) Date Issued (e) Issue Price (f) Description of Purpose (g) Defeased (h) On
Behalf of
Issuer 		(i) Pool
financing
Yes No Yes No Yes No
A EDA THE CITY OF SUFFOLK
  		54-1131047 86481QAA7 06-25-2008 156,615,000 REFUNDED BONDS ISSUED OCTOBER 2006   X   X   X
B EDA THE CITY OF NORFOLK
  		23-7253445 65588TAH2 03-18-2009 68,890,000 REFUNDED BONDS ISSUED MAY 2004   X   X   X
C EDA THE CITY OF NORFOLK
  		23-7253445 65588TAL3 03-03-2010 132,480,000 REFUNDED BONDS ISSUED MAY 2004   X   X   X
D EDA THE CITY OF NORFOLK
  		23-7253445   07-16-2003 53,100,000 FINANCING FOR CAPITAL AND FIXED ASSETS   X   X   X
VA SMALL BUSINESS FINANCING AUTHORITY
  		54-1300845 928105AV7 01-28-2010 296,243,684 FINANCING OF ACUTE CARE FACILITY; REFUNDING ISSUES PRIOR TO 2003   X   X   X
IDA OF THE CITY OF HARRISONBURG
  		54-2000436   11-28-2011 75,000,000 REFUNDED BANK QUALIFIED BONDS ORIGINALLY ISSUED IN 2010   X   X   X
IDA OF THE CITY OF HARRISONBURG
  		54-2000436   12-14-2011 10,000,000 REFUNDED PRIVATE BANK DEBT ORIGINALLY ISSUED IN 2009   X   X   X
Part II
Proceeds
A B C D
1 Amount of bonds retired . . . . . . . . . . . . . 18,390,000      
2 Amount of bonds legally defeased . . . . . . . . . .        
3 Total proceeds of issue . . . . . . . . . . . . . 156,615,000 68,890,000 132,480,000 53,100,000
4 Gross proceeds in reserve funds . . . . . . . .        
5 Capitalized interest from proceeds . . . . . . . . . .        
6 Proceeds in refunding escrows . . . . . . . . . . .        
7 Issuance costs from proceeds . . . . . . . . . . . 434,772 434,772    
8 Credit enhancement from proceeds . . . . . . . . . .        
9 Working capital expenditures from proceeds . . . . . . .        
10 Capital expenditures from proceeds . . . . . . . . . . 53,100,000     53,100,000
11 Other spent proceeds . . . . . . . . . . . 63,952,063      
12 Other unspent proceeds . . . . . . . . . . .        
13 Year of substantial completion . . . . . . . . . . . 2008 2009 2010 2003
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue? . . . . X   X   X     X
15 Were the bonds issued as part of an advance refunding issue? . . . .   X   X   X   X
16 Has the final allocation of proceeds been made? . . . . . . X   X   X   X  
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? . . . . . . . . . . . . . X   X   X   X  
Part III
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? . . . . . . .   X   X   X   X
2 Are there any lease arrangements that may result in private business use of bond-financed property? . . . . . . . . .   X   X   X   X
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2011
Schedule K (Form 990) 2011
Page 2
Part III
Private Business Use (Continued)
A B C D
Yes No Yes No Yes No Yes No
3a Are there any management or service contracts that may result in private business use of bond-financed property? . . . . . . . . . X   X   X   X  
b If ‘Yes’ to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property? . . . . . X   X   X   X  
c Are there any research agreements that may result in private business use of bond-financed property? . . . . . . .   X X   X     X
d If ‘Yes’ to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property? . X   X   X      
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government . . SchKMediumBullet 0.00000% 0.00000% 0.00000% 0.00000%
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government . . . . . . . SchKMediumBullet 0.00000% 0.00000% 0.00000% 0.00000%
6 Total of lines 4 and 5 . . .. . . . . . . . . 0.00000% 0.00000% 0.00000% 0.00000%
7 Does the bond issue meet the private security or payment test? . . . X   X   X   X  
8 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under
Regulations sections 1.141-12 and 1.145-2?
X   X   X   X  
Part IV
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has a Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate, been filed with respect to the bond issue? . . .   X   X   X X  
2 Is the bond issue a variable rate issue?   X X   X   X  
3a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue? X   X   X     X
b Name of provider . . . . . . . . CITIGROUP
  		WELLS FARGO
  		WELLS FARGOGOLDMAN
  		 
 
c Term of hedge . . . . . . . . 10.000000000000 29.800000000000 29.800000000000  
d Was the hedge superintegrated? . . . .   X X   X     X
e Was a hedge terminated? . . . . .   X   X   X   X
4a Were gross proceeds invested in a guaranteed investment contract (GIC)? . . . . . .   X   X   X   X
b Name of provider . . . . . . NA
  		NA
  		NA
  		NA
 
c Term of GIC . . . . . . .        
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? . . . . . .   X   X   X   X
5 Were any gross proceeds invested beyond an available temporary period? . . . . . .   X   X   X   X
6 Did the bond issue qualify for an exception to rebate? .   X   X   X   X
7 Has the organization established written procedures to monitor the requirements of section 148? . . .   X   X   X   X
Schedule K (Form 990) 2011

Schedule K (Form 990) 2011
Page 3
Part V
Procedures To Undertake Corrective Action
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations? . . . . . . . . . . . . . .
Part VI
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule K (see instructions).
Identifier Return Reference Explanation
SCHEDULE K ENTITY 1 THE ORIGINAL 2009 REFUNDING ISSUE CONSISTED OF THREE SERIES, A (CUSIP # 86481QAA7), B (CUSIP # 65588TAH2) AND C (CUSIP # 65588TAL3), FOR A TOTAL ISSUE PRICE OF $201,370,000. IN 2010 SERIES B AND C WERE REFUNDED LEAVING SERIES A WITH AN ISSUE PRICE OF $68,890,000. DUE TO THIS REFUNDING, THE 8038 FOR SERIES 2009A DOES NOT AGREE TO SCHEDULE K.
PART II, LINE 11 ENTITY 2 OTHER SPENT PROCEEDS INCLUDE $6.7M AND $57.3M FOR REFUNDING ISSUES DATED PRIOR TO 2003 AND $455K OF INCOME EARNED ON THE PROJECT FUND.
PART II, LINE 13 ENTITY 2 $230M IN PROJECT FUNDS WERE ISSUED TO COVER THREE SEPARATE PROJECTS; THE FINAL PROJECT WAS SUBSTANTIALLY COMPLETE JULY 2011.
Schedule K (Form 990) 2011

Additional Data


Software ID:  
Software Version:  

Schedule L
(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Transactions with Interested Persons
MediumBullet Complete if the organization answered
"Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c,
or Form 990-EZ, Part V lines 38a or 40b.
MediumBullet Attach to Form 990 or Form 990-EZ. MediumBulletSee separate instructions.
OMB No. 1545-0047
2011
Open to Public Inspection
Name of the organization
SENTARA HEALTHCARE
 
Employer identification number

52-1271901
Part I
Excess Benefit Transactions (section 501(c)(3) and section 501 (c)(4) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.
1(a) Name of disqualified person (b) Description of transaction (c) Corrected?
Yes No





2
Enter the amount of tax imposed on the organization managers or disqualified persons during the year under section 4958. ......................... Bullet Image$
 
3
Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ....... Bullet Image$
 

Part II
Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 26, or Form 990-EZ, Part V, line 38a.
(a) Name of interested person and purpose (b) Loan to or from the organization? (c)Original principal amount (d)Balance due (e) In default? (f) Approved by board or committee? (g)Written agreement?
To From Yes No Yes No Yes No
Total ...............Small Bullet $  
Part III
Grants or Assistance Benefitting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.
(a) Name of interested person (b)Relationship between interested person and the organization (c)Amount of grant or type of assistance
For Privacy Act and Paperwork Reduction Act Notice, see the
Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990 or 990-EZ) 2011
Schedule L (Form 990 or 990-EZ) 2011
Page 2
Part IV
Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of transaction (d) Description of transaction (e) Sharing of organization's revenues?
Yes No
(1) ALLISON K KRAKAUR FAMILY MEMBER OF KEN KRAKAUR, SENIOR VICE PRESIDENT. 80,883 EMPLOYMENT   No
(2) DIANA ROSS FAMILY MEMBER OF THOMAS ROSS, TRUSTEE. 82,771 EMPLOYMENT   No
(3) COX COMMUNICATIONS
  		ENTITY OF WHICH TRUSTEE GARY MCCOLLUM IS SVP & GENERAL MANAGER. 161,926 COMMUNICATION SERVICES   No
(4) KAUFMAN AND CANOLES
  		ENTITY OF WHICH DIR/TRUST. L. CUMMING & TRUST. C. E. RUSSELL ARE PARTNERS. 314,112 LEGAL SERVICES   No
(5) USI INSURANCE SERVICES
  		ENTITY OF WHICH TRUSTEE F. DUDLEY FULTON IS OFFICER & KEY EMPLOYEE(RETIRED) 832,672 INSURANCE SERVICES   No
(6) WILLCOX & SAVAGE
  		ENTITY OF WHICH DIRECTOR AND TRUSTEE ALLAN G. DONN IS A > 5% MEMBER. 433,354 LEGAL SERVICES   No
(7) VHHA
  		ENTITY OF WHICH PRESIDENT/COO HOWARD KERN IS A BOARD MEMBER. 447,240 MEMBERSHIP DUES   No
(8) OPACC I LLC
  		SEE BELOW. 182,650 RENT EXPENSE   No
Part V
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule L (see instructions).
Identifier Return Reference Explanation
    OPACC I, LLC-CONTINUED(B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION:OFFICER KENNETH KRAKAUR IS A BOARD MEMBER OF OPACC I, LLC, A JOINT VENTURE OF SENTARA VENTURES, INC., A TAXABLE SUBSIDIARY OF SENTARA HOLDINGS, INC., WHICH IS A TAXABLE SUBSIDIARY OF THE ORGANIZATION.
    DIRECTORS/TRUSTEES/OFFICERS/KEY EMPLOYEES OF THE ORGANIZATION MAY ALSO SERVE AS DIRECTORS/TRUSTEES/OFFICERS OF RELATED TAXABLE ENTITIES WITHIN THE SENTARA HEALTHCARE SYSTEM. SEE SCHEDULE R FOR A LISTING OF TRANSACTIONS THE ORGANIZATION HAD WITH THESE RELATED TAXABLE ENTITIES.
    THE ORGANIZATION PAYS VARIOUS EXPENSES ON BEHALF OF AFFILIATED JOINT VENTURES, FOR WHICH IT IS LATER REIMBURSED. FOR SCHEDULE L PURPOSES, EXPENSE REIMBURSEMENTS WERE NOT CONSIDERED "BUSINESS TRANSACTIONS" AND ACCORDINGLY, HAVE NOT BEEN REPORTED.
Schedule L (Form 990 or 990-EZ) 2011

Additional Data


Software ID:  
Software Version:  




SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
OMB No. 1545-0047
2011
Open to Public
Inspection
Name of the organization
SENTARA HEALTHCARE
 
Employer identification number

52-1271901
Identifier Return Reference Explanation
    SENTARA HEALTHCARE I.YOUR NOT-FOR-PROFIT HEALTH PARTNER FOR MORE THAN 120 YEARS, SENTARA HEALTHCARE HAS BEEN COMMITTED TO HELPING PEOPLE WITH THEIR HEALTHCARE NEEDS, AND FOR THE SECOND YEAR IN A ROW, MODERN HEALTHCARE MAGAZINE HAS RECOGNIZED US AS THE NATION'S NUMBER-ONE MOST INTEGRATED HEALTHCARE SYSTEM. U.S. NEWS & WORLD REPORT NAMED US THE MOST RECOGNIZED PROVIDER IN HAMPTON ROADS, A COMMUNITY OF CITIES AND COUNTIES IN SOUTHEAST VIRGINIA. PROVIDERS INCLUDED ON THE LIST MAY BE CONSIDERED AMONG THE NATION'S BEST, OR THEY ARE HIGH PERFORMING IN THE REGION THEY SERVE. FOUNDED IN 1888 AS THE RETREAT FOR THE SICK IN NORFOLK, VIRGINIA, WE HAVE GROWN THROUGHOUT VIRGINIA AND NORTH CAROLINA AND NOW OPERATE MORE THAN 100 SITES OF CARE, INCLUDING 10 ACUTE CARE HOSPITALS, SEVEN IN HAMPTON ROADS, ONE IN NORTHERN VIRGINIA, AND TWO IN THE BLUE RIDGE REGION OF VIRGINIA. OUR NOT-FOR-PROFIT SYSTEM PROUDLY INCLUDES ADVANCED IMAGING CENTERS, NURSING AND ASSISTED-LIVING CENTERS, OUTPATIENT CAMPUSES, PHYSICAL THERAPY AND REHABILITATION SERVICES, A HOME HEALTH AND HOSPICE AGENCY, A 3,680-PROVIDER MEDICAL STAFF, AND THREE MEDICAL GROUPS WITH 618 PROVIDERS. IN ADDITION, WE PROVIDE MEDICAL TRANSPORT AMBULANCES AND THE NIGHTINGALE AIR AMBULANCE, AND EXTEND HEALTH INSURANCE TO MORE THAN 440,000 PEOPLE THROUGH OPTIMA HEALTH, OUR AWARD-WINNING HEALTH PLAN. AMONG OUR MANY STRENGTHS, WE ARE A NATIONAL LEADER IN HEART AND KIDNEY CARE, STROKE CARE, AND INFECTION PREVENTION, AND WE WERE THE FIRST IN THE NATION TO DEVELOP THE EICU, A REMOTE MONITORING SYSTEM FOR INTENSIVE CARE. OUR DEDICATION TO IMPROVING AND INCREASING MEDICAL OPTIONS FOR OUR NEIGHBORS IS REINFORCED BY OUR COMMUNITY OUTREACH PROGRAMS, OUR INTRODUCTION OF NEW MEDICAL PROCEDURES, AND OUR PARTICIPATION IN MEDICAL TRIALS. THROUGH ALL OF THIS WORK, WE ADVANCE OUR MISSION OF IMPROVING HEALTH EVERY DAY. II.GROWING THE SENTARA FAMILY SINCE THE BEGINNING, SENTARA HAS REACHED OUT TO NEARBY INDUSTRY LEADERS AND JOINED FORCES TO EXTEND HEALTHCARE TO MORE PEOPLE. IN RECENT YEARS, WE HAVE GROWN THROUGHOUT VIRGINIA BY SEEKING PARTNERSHIPS WITH LONG-ESTABLISHED AND SUCCESSFUL HOSPITALS AND HEALTHCARE SYSTEMS WHO SHARE OUR DEDICATION TO EXCELLENCE AND VALUE. OUR INTEGRATED HEALTHCARE SYSTEM NOW INCLUDES: A. MARTHA JEFFERSON HOSPITAL MARTHA JEFFERSON HOSPITAL (MJH), A 176-BED, NOT-FOR-PROFIT COMMUNITY HOSPITAL LOCATED IN CHARLOTTESVILLE, VIRGINIA, OFFICIALLY BECAME PART OF SENTARA HEALTHCARE IN JUNE 2011, MAKING IT OUR 10TH HOSPITAL. THE HOSPITAL ADMITS MORE THAN 11,000 INPATIENTS; TREATS MORE THAN 214,000 OUTPATIENTS; AND DELIVERS NEARLY 1,800 BABIES EACH YEAR. MJH PERFORMS MORE THAN 2,700 INPATIENT AND MORE THAN 3,600 OUTPATIENT SURGICAL PROCEDURES ANNUALLY, AND THE EMERGENCY DEPARTMENT TREATS MORE THAN 48,700 PATIENTS. MAJOR SERVICES INCLUDE A CANCER CARE CENTER, DIGESTIVE CARE CENTER, CARDIOLOGY CARE CENTER, ORTHOPEDICS, INCLUDING SPINE SURGERY AND JOINT REPLACEMENT SURGERY, WEIGHT LOSS SURGERY, STROKE CENTER SURGERY, THORACIC SURGERY, VASCULAR MEDICINE AND SURGERY, AND A WOMEN'S HEALTH CENTER. MJH EMPLOYS 1,600 STAFF MEMBERS, WITH 470 PHYSICIANS REPRESENTING MORE THAN 40 SPECIALTIES. B. RMH HEALTHCARE/ROCKINGHAM MEMORIAL HOSPITAL SENTARA HEALTHCARE FINALIZED ITS AFFILIATION WITH RMH HEALTHCARE (LEGALLY KNOWN AS ROCKINGHAM MEMORIAL HOSPITAL WITH A FICTITIOUS/PUBLIC NAME OF RMH HEALTHCARE) IN MAY 2011. RMH IS A 238-BED, NOT-FOR-PROFIT COMMUNITY HOSPITAL IN HARRISONBURG, VIRGINIA THAT FIRST OPENED ITS DOORS IN 1912. SERVING A POPULATION OF OVER 200,000, THE HOSPITAL ADMITS MORE THAN 15,500 INPATIENTS AND DELIVERS CLOSE TO 1,750 BABIES ANNUALLY. THE STAFF AVERAGES MORE THAN 18,000 SURGICAL PROCEDURES ANNUALLY. THE RMH HAHN CENTER PROVIDES MORE THAN 16,000 CANCER TREATMENTS, AND THE RMH EMERGENCY DEPARTMENT TREATS MORE THAN 70,000 PATIENTS. SIGNATURE SERVICES INCLUDE A COMPREHENSIVE HEART AND VASCULAR CENTER, A FAMILY BIRTHPLACE, A SLEEP MEDICINE CENTER, IMAGING SERVICES, BEHAVIORAL HEALTH SERVICES, A WOMEN'S CENTER, AND A WELLNESS CENTER. THE RMH MEDICAL STAFF HAS 289 PHYSICIANS IN 40 SPECIALTIES, AND THE RMH MEDICAL GROUP EMPLOYS 77 PHYSICIANS IN 13 SPECIALTIES. C. SENTARA POTOMAC HOSPITAL/SENTARA NORTHERN VIRGINIA MEDICAL CENTER IN DECEMBER 2009, SENTARA HEALTHCARE FINALIZED ITS AFFILIATION WITH POTOMAC HOSPITAL IN NORTHERN VIRGINIA. THE HOSPITAL FORMALLY ADOPTED THE SENTARA NAME IN 2011. SENTARA POTOMAC HOSPITAL (SPH) IS A 183-BED, NOT-FOR-PROFIT COMMUNITY HOSPITAL LOCATED IN WOODBRIDGE, VIRGINIA. ITS 1,000-PLUS EMPLOYEES INCLUDE MORE THAN 250 MEDICAL STAFF MEMBERS. THE HOSPITAL OFFERS A WIDE RANGE OF MEDICAL SPECIALTIES, A HIGHLY QUALIFIED MEDICAL AND CLINICAL STAFF, AND STATE-OF-THE-ART TECHNOLOGY TO UPHOLD ITS MISSION OF CARING FOR EVERYONE IN PRINCE WILLIAM COUNTY AND THE SURROUNDING COMMUNITIES. RESIDENTS IN NORTHERN VIRGINIA NOW HAVE THE OPTION OF RECEIVING CARDIOVASCULAR CARE CLOSE TO HOME, THANKS TO THE NEW SERVICES TO BE OFFERED IN THE SENTARA HEART AND VASCULAR CENTER AT POTOMAC HOSPITAL. THE 12,000 SQUARE FOOT CENTER WITHIN THE HOSPITAL INCLUDES INTERVENTIONAL CARDIAC CATHETERIZATION (PREVIOUSLY UNAVAILABLE IN THE COUNTY,) EMERGENT CARE OF STEMI PATIENTS AND OTHER PROCEDURES FOR CARDIAC DISEASE. RESIDENTS CAN ALSO BENEFIT FROM THE CONVENIENT, HIGH-QUALITY CARE OFFERED BY SENTARA MEDICAL GROUP, A PATIENT-FOCUSED PRACTICE WITH MULTI-SPECIALTY PHYSICIANS WITH OFFICES IN NORTHERN VIRGINIA. (THE HOSPITAL'S NAME WAS LATER CHANGED TO SENTARA NORTHERN VIRGINIA MEDICAL CENTER.) III.CONSTANTLY LOOKING AHEAD TO BEST SERVE OUR COMMUNITIES AND PROVIDE THE MOST PATIENT-FOCUSED, COST-EFFECTIVE HEALTHCARE POSSIBLE, WE SEEK TO EXPAND AND ENHANCE OUR SERVICES IN A VARIETY OF WAYS. WE STRIVE TO BE THE FIRST IN OUR COMMUNITIES TO OFFER NEW, YET PROVEN, MEDICAL PROCEDURES, AND WE REACH OUT TO NEW COMMUNITIES TO OFFER SERVICES WE HAVE PROUDLY AND SUCCESSFULLY OFFERED IN OTHER REGIONS. SOME OF THE WAYS WE HAVE DONE THIS RECENTLY INCLUDE: A.OFFERING AND STUDYING NEW PROCEDURES AND TECHNOLOGY IN 2011, SENTARA PHYSICIANS LED THE WAY IN HAMPTON ROADS BY OFFERING LIFE-SAVING PROCEDURES PREVIOUSLY NOT AVAILABLE IN THE REGION OR NOT READILY AVAILABLE. BY DOING SO, THEY GAVE RESIDENTS THE COMFORT AND COST-SAVINGS OF BEING CLOSE TO HOME WHILE IMPROVING THEIR HEALTH. IMPORTANT OPTIONS OUR PHYSICIANS INTRODUCED INCLUDED THE REGION'S FIRST AORTIC VALVE REPLACEMENT VIA CATHETER, THE FIRST O-ARM IMAGING SYSTEM TO ENHANCE SPINAL SURGERY, THE FIRST PAIRED KIDNEY EXCHANGE, AND A NEW ELECTROMAGNETIC NAVIGATIONAL BRONCHOSCOPY PROCEDURE. ALSO IN 2011, SENTARA WAS RECOGNIZED BY THE VIRGINIA HEART ATTACK COALITION FOR OUR EFFORTS IN WORKING WITH AREA EMS UNITS TO LAUNCH LIFENET, WHICH TRANSMITS VITAL, POTENTIALLY LIFESAVING PATIENT INFORMATION WHEN A HEART ATTACK IS SUSPECTED BY AN EMS TECHNICIAN. WE EXPLORED NEW TREATMENTS AS WELL IN NUMEROUS STUDIES. ONE OF THE MOST SIGNIFICANT RESEARCH PROJECTS WAS A STROKE STUDY OUR DOCTORS AND PATIENTS JOINED. THE STUDY RESULTS LED TO AN EARLY DECISION TO END ENROLLMENT, AFTER FINDING THAT PATIENTS AT HIGH RISK OF A SECOND STROKE WHO WERE TREATED WITH STENTS-THOUGHT TO BE MORE HELPFUL THAN AGGRESSIVE MEDICAL MANAGEMENT-WERE ACTUALLY FARING WORSE. THIS IS JUST ONE EXAMPLE OF OUR COMMITMENT TO EXPLORING NEW OPTIONS AND QUICKLY APPLYING ACQUIRED KNOWLEDGE TO BETTER SERVE OUR PATIENTS. GAINING SUCH KNOWLEDGE IN REGARDS TO THE BRAIN WAS PART OF OUR MOTIVATION LAST YEAR WHEN WE CREATED THE SENTARA NEUROSCIENCES INSTITUTE, A NETWORK OF NEUROSCIENCE EXPERTS DEDICATED TO EDUCATION, PREVENTION, RESEARCH AND THE TREATMENT OF NEUROLOGIC DISORDERS. SENTARA NEUROSCIENCES INSTITUTE PHYSICIANS ARE INVOLVED IN NATIONAL RESEARCH STUDIES OFFERING LOCAL PATIENTS NEW TREATMENT OPTIONS NOT OTHERWISE AVAILABLE IN THE AREA. NEARLY TWO DOZEN STUDIES ARE CURRENTLY UNDERWAY IN STROKE CARE, EPILEPSY, AND PARKINSON'S DISEASE WITH PATIENTS IN THE REGION. IN COLLABORATION WITH EASTERN VIRGINIA MEDICAL SCHOOL AND OTHER NEUROSCIENCE EXPERTS, THE SENTARA NEUROSCIENCES INSTITUTE OFFERS SOME OF THE MOST COMPREHENSIVE AND ADVANCED CARE TREATING DISEASES OF THE BRAIN, SPINAL CORD, NERVES AND MUSCLES IN VIRGINIA. THE INSTITUTE STRENGTHENS THE NEUROSCIENCE PROGRAM THAT HAS BEEN IN PLACE AT SENTARA FOR YEARS. B. EXPANDING SERVICE AREAS AND PARTNERSHIPS OPTIMA HEALTH, SENTARA HEALTHCARE'S AWARD-WINNING HEALTH PLAN, EXPANDED ITS POPULAR OFFERINGS TO SOUTHWEST VIRGINIA, ROANOKE, AND SURROUNDING COMMUNITIES IN 2011. WITH A STRONG NETWORK OF PHYSICIANS AND HOSPITALS IN THE AREA THANKS TO OUR RECENT EXPANSIONS, IT MADE SENSE TO START OFFERING OUR HEALTHCARE COVERAGE SO THAT WE CAN BETTER SERVE THE PEOPLE OF THESE REGIONS.
    WE HAVE TAKEN SIMILAR STEPS IN THE RECENT PAST: MEDICAL TRANSPORT, OUR PREMIER COMMERCIAL EMS AGENCY AND AMBULANCE TRANSPORT SERVICE IN SOUTHEASTERN VIRGINIA, WITH ITS HOME OFFICE IN VIRGINIA BEACH, EXPANDED TO CHARLOTTESVILLE AND PETERSBURG, VIRGINIA IN 2008, TO CHRISTIANBURG AND ROANOKE, VIRGINIA IN 2009 AND TO THE PRINCE WILLIAM AREA IN 2010. MEDICAL TRANSPORT IS DEDICATED TO SERVING ITS PATIENTS WITH OUTSTANDING CUSTOMER SERVICE WITH THE LARGEST FLEET OF AMBULANCES IN VIRGINIA. SENTARA HOME CARE ALSO EXPANDED IN A SIMILAR WAY TO SERVE MORE VIRGINIANS. WE HAVE BEEN BRINGING HIGH-QUALITY HEALTHCARE HOME TO OUR PATIENTS SINCE 1982. TODAY, SENTARA HOME CARE SERVES PATIENTS THROUGHOUT MOST OF VIRGINIA AND BEYOND, INCLUDING HAMPTON ROADS, RICHMOND, AND NORTHEASTERN NORTH CAROLINA. IN 2008, HOME CARE'S SERVICE AREA GREW TO CHARLOTTESVILLE AND COVINGTON, VIRGINIA, AND IN 2009, IT EXPANDED TO BATH COUNTY IN WESTERN VIRGINIA. IN ADDITION TO EXPANDING SERVICES, SENTARA FORMED PARTNERSHIPS IN 2011 TO STREAMLINE PROCEDURES AND REDUCE COSTS. WE JOINED FORCES WITH MEDSTAR HEALTH AND NOVANT HEALTH WITH THE INTENTION OF SIMPLIFYING THE PURCHASING OF SUPPLIES AND SECURING QUANTITY DISCOUNTS. WORKING TOGETHER TO PURCHASE SUPPLIES AS ONE ENTITY, WE WILL PRODUCE SAVINGS THAT CAN SUPPORT LOWER HEALTHCARE COSTS. C. EXPANDING EDUCATIONAL SERVICES SENTARA ANNOUNCED A SIGNIFICANT GIFT TO EASTERN VIRGINIA MEDICAL SCHOOL (EVMS) IN 2011, IN THE FORM OF TWO SEPARATE ENDOWMENTS OF $5 MILLION EACH. TOGETHER THESE GIFTS REPRESENT THE LARGEST DONATION IN THE MEDICAL SCHOOL'S HISTORY. THEY WILL PROVIDE ONGOING SUPPORT TO THE SENTARA SIMULATION CENTER FOR IMMERSIVE LEARNING AT EVMS AND THE GLENNAN CENTER FOR GERIATRICS AND GERONTOLOGY. SINCE 2006, SENTARA HAS COMMITTED TO PROVIDE EVMS WITH $52 MILLION IN PROGRAM DEVELOPMENT FUNDING. IN ADDITION TO SUPPORTING EVMS, SENTARA HAS ALSO EXPANDED ITS OWN EDUCATIONAL SERVICES. THE SENTARA SCHOOL OF HEALTH PROFESSIONALS CHANGED ITS NAME IN 2009 TO THE SENTARA COLLEGE OF HEALTH SCIENCES (SCHS) AFTER RECEIVING APPROVAL TO OFFER A BACCALAUREATE DEGREE IN NURSING. OUR NEW BACHELOR OF SCIENCE IN NURSING PROGRAM BEGAN AUGUST 2010 WITH FOUR WAYS TO RECEIVE A BACHELOR OF SCIENCE IN NURSING DEGREE: TRADITIONAL BSN, LPN TO BSN, RN TO BSN AND EARLY ADMISSION FOR HIGH SCHOOL SENIORS. OUR CARDIOVASCULAR PROGRAMS ADDED A NEW SPECIALTY IN 2011 -- CARDIAC ELECTROPHYSIOLOGY, AND ALL FOUR SPECIALTIES (INVASIVE CARDIOVASCULAR TECHNOLOGIST; NON-INVASIVE VASCULAR STUDY; ADULT ECHOCARDIOGRAPHY; AND SURGICAL TECHNOLOGY) BECAME ASSOCIATES OF OCCUPATIONAL SCIENCE DEGREES IN 2010. THE SURGICAL TECHNOLOGY PROGRAM WILL LAUNCH THE FIRST ASSOCIATE OF OCCUPATIONAL SCIENCE DEGREE WITH THE JAN. 2013 CLASS. IV. BUILDING FOR THE FUTURE ALONG WITH REACHING OUT TO NEW COMMUNITIES, SENTARA HEALTHCARE STRIVES TO BUILD ON OUR EXISTING SERVICES AND IN OUR ESTABLISHED AREAS SO THAT WE EXCEED OUR PATIENTS' EXPECTATIONS AND MEET GROWING HEALTHCARE DEMANDS. SOME OF THE CHANGES WE HAVE INVESTED IN IN OUR ESTABLISHED COMMUNITIES RECENTLY INCLUDE: A. SENTARA LAKE RIDGE CONSTRUCTION BEGAN IN 2011 ON SENTARA LAKE RIDGE, AN INNOVATIVE AND MODERN OUTPATIENT CAMPUS OFFERING CONVENIENT, HIGH-QUALITY MEDICAL SERVICES AND A PATIENT-FOCUSED EXPERIENCE. THE 43,500 SQUARE-FOOT FACILITY OPENED IN APRIL 2012 AS SENTARA'S FIRST OUTPATIENT FACILITY IN NORTHERN VIRGINIA TO PROVIDE 24-HOUR EMERGENCY CARE, ADVANCED IMAGING BY BOARD-CERTIFIED PHYSICIANS, AND LABORATORY SERVICES. B. SENTARA PRINCESS ANNE HOSPITAL THIS NEW, FIVE-STORY ACUTE CARE HOSPITAL OPENED IN AUGUST 2011 IN PARTNERSHIP WITH BON SECOURS VIRGINIA. THE 330,400-SQUARE-FOOT HOSPITAL COMPLEMENTS THE CONVENIENT OUTPATIENT SERVICES ALREADY PROVIDED AT SENTARA PRINCESS ANNE HEALTH CAMPUS AND OFFERS COMPREHENSIVE SURGICAL PROCEDURES, INTENSIVE CARE, ADVANCED CARDIAC CARE, AND A DEDICATED FAMILY MATERNITY CENTER FOR SOUTHERN VIRGINIA BEACH RESIDENTS. C. SENTARA LEIGH TOWER WORK BEGAN IN DECEMBER 2011 ON A MULTI-PHASE, THREE-YEAR PROJECT TO BUILD A NEW SENTARA LEIGH HOSPITAL ON THE SITE OF THE CURRENT ONE. TWO FIVE-STORY PATIENT TOWERS WILL EVENTUALLY REPLACE THREE 1970S-ERA WINGS AT THE NORFOLK, VIRGINIA HOSPITAL. THE NEW TOWERS WILL FEATURE STATE-OF-THE-ART PATIENT ROOMS WITH PRIVATE BATHROOMS, NO-STEP SHOWERS AND OVERNIGHT ACCOMMODATIONS FOR FAMILIES. THE PROJECT ALSO INCLUDES A 48-BED ORTHOPEDIC AND REHABILITATION CENTER ON THE FIRST FLOOR THAT WILL EMPLOY PART OF THE OUTSIDE GARDEN SPACE FOR WALKING EXERCISES ON DIFFERENT GRADES AND SURFACES, MAKING IT A TRUE HEALING GARDEN. THE PROJECT WILL CONTINUE AS OUR STAFF MAINTAINS EXCELLENT, UNINTERRUPTED PATIENT CARE DURING THE PHASED CONSTRUCTION. D. SENTARA SENIOR DAY SERVICES SENTARA LIFE CARE, THE SENIOR SERVICES DIVISION OF SENTARA HEALTHCARE, INTRODUCED SENIOR DAY SERVICES AT SENTARA VILLAGE IN CHESAPEAKE IN NOVEMBER 2011. A SIMILAR PROGRAM HAS BEEN IN OPERATION FOR 19 YEARS AT SENTARA VILLAGE IN VIRGINIA BEACH. IT OFFERS A CHOICE OF FULL- AND HALF-DAY PROGRAMS AND HOURLY RESPITE SERVICES FOR SENIORS WHO LIVE AT HOME WITH THEIR FAMILIES. THE PROGRAM INCLUDES MEALS, ACTIVITIES AND SOCIALIZATION IN A SAFE ENVIRONMENT MONDAY THROUGH SATURDAY. WHEELCHAIR-ACCESSIBLE VAN TRANSPORTATION TO THE PROGRAM AND BACK HOME IS AVAILABLE. THE PROGRAM IS DESIGNED TO MEET SENIORS' SOCIALIZATION NEEDS AND FEATURES CRAFTS, CLASSES AND OUTINGS AS PARTICIPANTS ARE ABLE AND INTERESTED. E.NEW NIGHTINGALE REGIONAL AIR AMBULANCE IN JUNE 2011, SENTARA HEALTH FOUNDATION HELPED COMPLETE THE PURCHASE OF A NEW HELICOPTER TO REPLACE OUR NIGHTINGALE REGIONAL AIR AMBULANCE HELICOPTER. THE TOTAL COST OF THE NEW STATE-OF-THE-ART EUROCOPTER EC-145 WAS $7.2 MILLION. NIGHTINGALE OPERATES AT A DEFICIT OF AS MUCH AS $650,000 PER YEAR BECAUSE SENTARA TAKES CARE OF EVERY NIGHTINGALE PATIENT, 24 HOURS PER DAY, REGARDLESS OF ABILITY TO PAY. EVERY YEAR, NIGHTINGALE TOUCHES THE LIVES OF ALMOST 700 CRITICALLY ILL AND INJURED PATIENTS. F. NEW PATIENT WING AT SENTARA OBICI THE ADDITION OF A NEW WING TO SENTARA OBICI HOSPITAL WAS COMPLETED IN JUNE 2010. THE NEW THREE-STORY, 63,480 SQUARE-FOOT WING OF THE SUFFOLK, VIRGINIA HOSPITAL INCLUDES ALL PRIVATE BEDS SERVING ORTHOPEDIC, MEDICAL, AND SURGICAL PATIENTS. IT INCREASED THE HOSPITAL'S BED CAPACITY TO 168 BEDS AND WILL HELP US MEET OUR GOAL OF IMPROVING CARE AND ACCESS FOR SENTARA OBICI HOSPITAL PATIENTS AND THE SURROUNDING WESTERN HAMPTON ROADS COMMUNITY, WHICH IS EXPECTED TO GROW 10 PERCENT BY 2014. G. ORTHOPEDIC HOSPITAL AT SENTARA CAREPLEX THE ORTHOPEDIC HOSPITAL AT SENTARA CAREPLEX IN HAMPTON, VIRGINIA OPENED IN JULY 2010 AS THE AREA'S FIRST DEDICATED ORTHOPEDIC HOSPITAL, TAKING SPECIALIZED ORTHOPEDIC CARE TO A NEW LEVEL. THE 55,000 SQUARE-FOOT, TWO-STORY FACILITY PROVIDES PATIENTS ACCESS TO THE FULL CONTINUUM OF ORTHOPEDIC SERVICES, FROM THE PRE-OPERATIVE PHASE AND SURGERY TO REHABILITATION AND HOME CARE SERVICES. H. SENTARA ST. LUKE'S THIS TWO-STORY, 52,000 SQUARE-FOOT MEDICAL OFFICE BUILDING OPENED IN ISLE OF WIGHT, VIRGINIA IN 2010. IT FEATURES AN URGENT CARE CENTER, AN ADVANCED IMAGING CENTER, LABORATORY SERVICES, AND PHYSICAL THERAPY SERVICES. IT ALSO HOUSES SEVERAL PRIMARY CARE AND SPECIALTY PHYSICIANS. I. SECOND PACE LOCATION A SECOND LOCATION FOR THE PACE PROGRAM OPERATED BY SENTARA LIFE CARE CORPORATION, SENTARA'S LONG-TERM CARE DIVISION, OPENED IN PORTSMOUTH, VIRGINIA IN MARCH 2010. PACE, OR PROGRAM OF ALL-INCLUSIVE CARE FOR THE ELDERLY, IS AN ADULT DAY CARE PROGRAM THAT IS A NURSING HOME ALTERNATIVE. THE FIRST OF ITS KIND IN VIRGINIA, THE PROGRAM IS A PREPAID HEALTH PLAN THAT PROVIDES TOTAL CARE FOR PARTICIPANTS, INCLUDING COMPREHENSIVE MEDICAL AND REHABILITATIVE SERVICES, IN-HOME SERVICES AND TRANSPORTATION. V. SENTARA QUALITY & PATIENT SAFETY DISTINCTIONS A. MEASURING QUALITY HEALTHCARE SINCE OUR HEALTH SYSTEM'S EARLIEST YEARS, WE HAVE BELIEVED THE COMMUNITY DESERVES HEALTHCARE THAT IS MEASURABLY BETTER. SENTARA'S GOAL IS TO BE ACCREDITED BY RESPECTED NATIONAL ORGANIZATIONS AND TO ACHIEVE TOP 10 PERCENT PERFORMANCE WHEREVER BENCHMARKS EXIST. WE ARE PROUD OF THE WORK WE HAVE DONE SO FAR TOWARD THIS GOAL, AS IT HAS BEEN RECOGNIZED IN MANY WAYS: 1. TOP 100 INTEGRATED HEALTHCARE NETWORK SENTARA HAS CONSISTENTLY RANKED AMONG THE NATION'S TOP INTEGRATED HEALTHCARE NETWORKS AS PUBLISHED IN MODERN HEALTHCARE'S FACT-BASED RANKING. THE ONLY HEALTHCARE SYSTEM IN THE COUNTRY TO BE AMONG THE NATION'S TOP 10 FOR ALL 15 YEARS OF THE SURVEY, SENTARA LANDED AT NUMBER ONE IN 2001, 2010 AND 2011. THE STUDY, PUBLISHED ANNUALLY, HIGHLIGHTS THE TOP 100 INTEGRATED HEALTH CARE NETWORKS ACROSS THE NATION AS SELECTED BY SDI, A HEALTH INFORMATION COMPANY.
    2. USING TECHNOLOGY TO IMPROVE CARE SENTARA NORFOLK GENERAL HOSPITAL WAS NAMED AS ONE OF THE NATION'S MOST WIRED HOSPITALS DURING 2010, ACCORDING TO THE RESULTS OF THE 2010 MOST WIRED SURVEY AND BENCHMARKING STUDY. THE "MOST WIRED" HOSPITALS USE COMPUTERS TO ENABLE PHYSICIANS TO CHECK OR ORDER PATIENT TESTS AND ENTER MEDICATION ORDERS ELECTRONICALLY, AND TO ENABLE PATIENTS TO PAY BILLS VIA COMPUTER. AMONG THE REASONS SENTARA NORFOLK GENERAL HOSPITAL WAS INCLUDED ON THE LIST WAS ITS INVESTMENT IN THE ELECTRONIC MEDICAL RECORD SYSTEM, SENTARA ECARE. IN 2010, SENTARA HEALTHCARE WAS ALSO HONORED AS A RECIPIENT OF THE 2010 HIMMS (HEALTHCARE INFORMATION AND MANAGEMENT SYSTEMS SOCIETY) DAVIES AWARD. HIMMS ANALYTICS, A COMPANY THAT COLLECTS AND ANALYZES HEALTHCARE DATA, RECOGNIZES HEALTHCARE ORGANIZATIONS FOR SUCCESSFUL IMPLEMENTATION OF HEALTH INFORMATION TECHNOLOGY SYSTEMS. SENTARA HEALTHCARE WAS HONORED WITH ITS STAGE 7 AWARD, A NATIONAL RECOGNITION WHICH REPRESENTS ATTAINMENT OF THE HIGHEST LEVEL OF ELECTRONIC MEDICAL RECORD ADOPTION MODEL-SM (EMRAM). WITH THIS AWARD, SENTARA JOINED A SELECT GROUP OF HEALTH SYSTEMS ACROSS THE COUNTRY TO HAVE ATTAINED THIS LEVEL OF ELECTRONIC MEDICAL RECORD IMPLEMENTATION. 3. AWARD-WINING CARDIAC AND UROLOGY CARE SENTARA HEART HOSPITAL/SENTARA NORFOLK GENERAL HOSPITAL IS A COMPREHENSIVE NETWORK OF PROVIDERS, FACILITIES AND SERVICES WORKING TOGETHER TO ENSURE THE HIGHEST LEVEL OF CARE. FOR THE 13TH YEAR, THE HOSPITAL RANKED AMONG THE NATION'S BEST HEART PROGRAMS IN U.S. NEWS & WORLD REPORT'S 2012-2013 BEST HOSPITALS ISSUE. LISTED 49TH IN THE HEART CARE RANKINGS, SENTARA POSTS A MORTALITY SCORE THAT IS BETTER THAN FIVE OF THE TOP 10 PROGRAMS ON THE LIST. SENTARA REMAINS THE ONLY HEART PROGRAM IN THE REGION AND ONLY ONE OF THREE HOSPITALS IN VIRGINIA TO BE RANKED BY U.S. NEWS & WORLD REPORT. OUR UROLOGY PROGRAM WAS ALSO RECOGNIZED IN THE 2012-2013 LISTINGS IN THE 47TH RANKING. 4. OUTSTANDING CANCER CARE THE SENTARA CANCER NETWORK WAS AWARDED AN OUTSTANDING ACHIEVEMENT AWARD AND ACCREDITATION FOR 2009 FROM THE AMERICAN COLLEGE OF SURGEONS COMMISSION ON CANCER. ONLY 18 PERCENT OF 432 PROGRAMS SURVEYED DURING THE YEAR RECEIVED OUTSTANDING ACHIEVEMENT AWARDS-BASED ON FACTORS SUCH AS LEADERSHIP, RESEARCH AND QUALITY IMPROVEMENT. THE ACCREDITED PORTION INCLUDED SENTARA NORFOLK GENERAL HOSPITAL, SENTARA VIRGINIA BEACH GENERAL HOSPITAL, SENTARA CAREPLEX HOSPITAL AND SENTARA WILLIAMSBURG REGIONAL MEDICAL CENTER. SENTARA LEIGH HOSPITAL WAS ADDED IN 2010. SENTARA POTOMAC HOSPITAL EARNED AN OUTSTANDING ACHIEVEMENT AWARD UNDER THE CATEGORY OF COMMUNITY HOSPITAL CANCER PROGRAMS. THE SENTARA CANCER NETWORK AND SENTARA POTOMAC HOSPITAL WERE THE ONLY CANCER PROGRAMS IN VIRGINIA TO EARN OUTSTANDING ACHIEVEMENT AWARDS FOR 2009. 5. COMPREHENSIVE BREAST HEALTH SERVICES SENTARA IS HOME TO SIX BREAST CENTERS ACCREDITED BY THE NATIONAL ACCREDITATION PROGRAM FOR BREAST CENTERS, FOLLOWING THE ACCREDITATION OF THREE IN 2011. TO GAIN ACCREDITATION, THE CENTERS MUST FOLLOW A MULTIDISCIPLINARY TEAM APPROACH, PROVIDE ACCESS TO CLINICAL TRIAL INFORMATION, AND OFFER NEW TREATMENT OPTIONS, ALONG WITH OTHER REQUIREMENTS. THE BREAST CENTERS ARE ALSO AMONG THE ELITE GROUP DESIGNATED AS AN AMERICAN COLLEGE OF RADIOLOGY BREAST IMAGING CENTER OF EXCELLENCE. AFTER RIGOROUS EVALUATION OF STAFF, EQUIPMENT, PHYSICIAN CREDENTIALS, TECHNIQUE AND IMAGE QUALITY, THE CENTERS ARE NOW FULLY ACCREDITED IN THE THREE MAJOR AREAS OF BREAST IMAGING AND CANCER DETECTION, MAMMOGRAPHY, STEREOTACTIC BREAST BIOPSY AND ULTRASOUND-GUIDED BIOPSY. 6. WEIGHT LOSS SURGERY EXCELLENCE AFTER A DETAILED REVIEW OF CLINICAL QUALITY AND SAFETY, SURGICAL OUTCOMES, AND OVERALL PERFORMANCE, WEIGHT LOSS SURGERY PROGRAMS AT SENTARA CAREPLEX HOSPITAL, SENTARA NORFOLK GENERAL HOSPITAL AND SENTARA POTOMAC HOSPITAL HAVE RECEIVED DESIGNATION AS A WEIGHT LOSS SURGERY CENTER OF EXCELLENCE BY THE AMERICAN SOCIETY OF METABOLIC AND BARIATRIC SURGERY. 7. CLINICAL EXCELLENCE SENTARA BAYSIDE HOSPITAL WAS AWARDED A VOLUNTARY HOSPITALS OF AMERICA 2009 LEADERSHIP AWARD FOR CLINICAL EXCELLENCE FOR ACHIEVING A HIGH LEVEL OF PERFORMANCE IN ACUTE MYOCARDIAL INFARCTION, HEART FAILURE, PNEUMONIA AND SURGICAL CARE IMPROVEMENT PROGRAM CLINICAL QUALITY INDICATORS AS MEASURED BY THE CENTERS FOR MEDICARE AND MEDICAID SERVICES AND THE JOINT COMMISSION. 8. GOLD SEALS OF APPROVAL AND DNVHC ACCREDITATION THE JOINT COMMISSION ON ACCREDITATION OF HEALTHCARE ORGANIZATIONS HAS GIVEN SEVERAL OF OUR HOSPITALS ITS GOLD SEAL OF APPROVAL AND DISEASE SPECIFIC CARE CERTIFICATION. SENTARA NORFOLK GENERAL HOSPITAL EARNED VASCULAR CERTIFICATION. SENTARA NORFOLK GENERAL HOSPITAL, SENTARA LEIGH HOSPITAL, SENTARA VIRGINIA BEACH GENERAL HOSPITAL, SENTARA CAREPLEX HOSPITAL, SENTARA OBICI HOSPITAL AND SENTARA PRINCESS ANNE HOSPITAL ALL EARNED PRIMARY STROKE CERTIFICATION. WILLIAMSBURG REGIONAL MEDICAL CENTER WAS ALSO ACCREDITED BY THE DNVHC (DET NORSKE VERITAS HEALTHCARE, INC.) IN 2011 AS A CERTIFIED PRIMARY STROKE CENTER BASED ON ITS CONTINUAL INTEGRATION OF QUALITY STANDARDS FOR MANAGEMENT OF STROKE PATIENTS. THE JOINT COMMISSION RECOGNIZED SENTARA VIRGINIA BEACH GENERAL HOSPITAL FOR HEART FAILURE AND ACUTE MYOCARDIAL INFARCTION CARE. IN 2011, THE HOSPITAL ALSO RECEIVED FULL ACCREDITATION FROM THE SOCIETY OF CHEST PAIN CENTERS AS AN ACCREDITED CHEST PAIN CENTER WITH PCI, (PERCUTANEOUS CORONARY INTERVENTION, ALSO KNOWN AS ANGIOPLASTY). 9. HMC TOP QUALITY AWARD THE HEALTHCARE MANAGEMENT COUNCIL (HMC) ISSUED ITS FIRST TOP QUALITY AWARDS AMONG ITS MEMBER HOSPITALS IN 2010. HMC CLIENT HOSPITALS WORK AGAINST A COMPLEX MATRIX OF PERFORMANCE BENCHMARKS TO IMPROVE CLINICAL OUTCOMES, SAFETY, QUALITY, AND FINANCIALS. ONLY SEVEN HOSPITALS RECEIVED PERFORMANCE AWARDS IN 2010. SENTARA LEIGH HOSPITAL WAS AMONG THE HONORABLE MENTIONS AND SENTARA WILLIAMSBURG REGIONAL MEDICAL CENTER WAS LISTED IN THE "MOST IMPROVED" CATEGORY. 10. QUALITY SENIOR CARE SENTARA LIFE CARE WAS AWARDED A BRONZE 2010 NATIONAL QUALITY AWARD FROM THE AMERICAN HEALTH CARE ASSOCIATION AND THE NATIONAL CENTER FOR ASSISTED LIVING. A BRONZE AWARD RECOGNIZES LONG TERM CARE PROGRAMS THAT HAVE MADE A SYSTEMATIC COMMITMENT TO QUALITY IMPROVEMENT AND DESIGNED WAYS TO MEASURE PROGRESS. 11. QUALITY ASSURANCE AWARD VIRGINIA BEACH FAMILY PRACTICE PREVIOUSLY EARNED RECOGNITION BY THE NATIONAL COMMITTEE ON QUALITY ASSURANCE (NCQA) AS A PATIENT-CENTERED MEDICAL HOME-LEVEL III, UNDER NCQA'S PHYSICIAN PRACTICE CONNECTIONS PROGRAM. A SECOND PRACTICE, SENTARA INTERNAL MEDICINE PHYSICIANS, EARNED THE ACCREDITATION AS WELL IN 2011. 12. HOME HEALTH QUALITY IMPROVEMENT/CENTERS FOR MEDICARE AND MEDICAID GOLD AWARD SENTARA HOME CARE WAS ONE OF THE FIRST PARTICIPANTS IN THE HOME HEALTH QUALITY IMPROVEMENT (HHQI) NATIONAL CAMPAIGN, CREATED BY THE CENTERS FOR MEDICARE AND MEDICAID (CMS) TO INSPIRE AND PROMOTE QUALITY OUTCOMES FOR HOME HEALTH PATIENTS. UTILIZING BEST PRACTICE PROTOCOLS IN REDUCING USE OF EMERGENCY ROOM CARE AND EARLY IDENTIFICATION AND INTERVENTION TO SUPPORT PATIENT AMBULATORY NEEDS HAS NOW GARNERED SENTARA HOME CARE SERVICES THE CMS TOP 10% RATING IN THIS NATIONAL CAMPAIGN AND RECEIPT OF THE GOLD AWARD DESIGNATION. 13. COMMUNITY HEALTH ACCREDITATION SENTARA HOME CARE RECEIVED NATIONAL ACCREDITATION THROUGH THE COMMUNITY HEALTH ACCREDITATION PROGRAM (CHAP) IN JULY 2011. CHAP IS AN INDEPENDENT ACCREDITING BODY DESIGNED TO INSPIRE COMMUNITY HEALTHCARE ORGANIZATIONS TO ACHIEVE ORGANIZATIONAL EXCELLENCE AND COMPLIANCE WITH STATE AND FEDERAL REGULATIONS. THE RIGOROUS PROCESS INCLUDED A WEEK-LONG SURVEY OF HOME HEALTH, HOSPICE, HOME INFUSION, HOME MEDICAL EQUIPMENT AND HOME RESPIRATORY CARE SERVICES IN ADDITION TO MEETING WITH PATIENTS AND STAFF TO ASSESS QUALITY OF CARE. 14. SLEEP CENTER ACCREDITATION THE SLEEP CENTER AT SENTARA BELLEHARBOUR GAINED NATIONAL ACCREDITATION THROUGH THE AMERICAN ACADEMY OF SLEEP MEDICINE (AASM) IN JUNE 2011. ONLY SLEEP CENTERS MEETING STRINGENT PERFORMANCE AND QUALITY STANDARDS ARE HONORED WITH ACCREDITATION. THE COMPREHENSIVE, YEAR-LONG REVIEW PROCESS INCLUDES EVALUATION OF CLINICAL QUALITY, PROCEDURE STANDARDS AND STAFFING REQUIREMENTS. THE ACCREDITATION PROCESS INCLUDES AN ON-SITE INSPECTION BY AN AASM REPRESENTATIVE AND EVALUATES ALL ASPECTS OF THE SLEEP DISORDER DIAGNOSIS AND TREATMENT, AND THE CENTER'S STAFF AND PHYSICIANS' QUALIFICATIONS. 15. DISABILITY EMPLOYMENT CHAMPION THE VIRGINIA DEPARTMENT OF REHABILITATIVE SERVICES AWARDED SENTARA CAREPLEX HOSPITAL WITH A 2010 "DISABILITY EMPLOYMENT CHAMPION" AWARD FOR OUR PARTICIPATION IN VIRGINIA'S FIRST "PROJECT SEARCH." THE PROGRAM PUTS RECENT HIGH SCHOOL GRADUATES WITH DISABILITIES INTO TRAINING AND MENTORING PROGRAMS THAT CAN LEAD TO FULL-TIME EMPLOYMENT.
    16. SUPPORTING CAREER AND TECHNICAL EDUCATION THE VIRGINIA DEPARTMENT OF EDUCATION CHOSE SENTARA OBICI HOSPITAL AS A REGIONAL WINNER OF ITS 2009 "CREATING EXCELLENCE" AWARD FOR OUR SUPPORT OF CAREER AND TECHNICAL EDUCATION. OBICI HAS WORKED WITH THE SUFFOLK SCHOOLS FOR FOUR YEARS, PROVIDING STUDENTS IN THE "INTRODUCTION TO HEALTH OCCUPATIONS" CURRICULUM WITH REAL-WORLD EXPOSURE TO HEALTH CAREERS, INCLUDING A MEDICAL CAMP FOR MORE THAN 100 STUDENTS. 17. AWARD FOR EMPLOYEE WELLNESS PROGRAM OPTIMA HEALTH AND SENTARA HEALTHCARE WON THE CASE IN POINT PLATINUM AWARD IN THE WELLNESS/PREVENTION CATEGORY IN 2011 FOR OUR PARTNERSHIP IN DEVELOPING SENTARA'S INCENTIVE-BASED EMPLOYEE WELLNESS PROGRAM, MISSION: HEALTH, WHICH THAT SAVED THE ORGANIZATION $3.4 MILLION DOLLARS IN ITS FIRST THREE YEARS. THE CASE IN POINT PLATINUM AWARDS RECOGNIZE THE MOST SUCCESSFUL AND INNOVATIVE CASE MANAGEMENT PROGRAMS WORKING TO IMPROVE HEALTHCARE. WINNERS WERE RECOGNIZED FOR THEIR INNOVATIVE WORK IN ENSURING THAT INDIVIDUALS RECEIVE SAFE, QUALITY, AND EFFECTIVE HEALTHCARE IN THE LEAST RESTRICTIVE SETTING AND IN A COST-EFFECTIVE MANNER. MISSION: HEALTH ALSO RECEIVED A 2011 C. EVERETT KOOP NATIONAL HEALTH AWARD HONORABLE MENTION. 18. CIO AWARD FOR EXCELLENCE IN IT SENTARA RECEIVED A PRESTIGIOUS CIO 100 AWARD IN 2009 FROM CIO MAGAZINE. THE ANNUAL AWARD PROGRAM RECOGNIZES ORGANIZATIONS AROUND THE WORLD THAT EXEMPLIFY THE HIGHEST LEVEL OF OPERATIONAL AND STRATEGIC EXCELLENCE IN INFORMATION TECHNOLOGY. SENTARA BEGAN ITS HOSPITAL IMPLEMENTATION OF SENTARA ECARE IN 2008. SENTARA POTOMAC HOSPITAL IMPLEMENTED ECARE IN THE FALL OF 2011. IN OUR HOSPITAL SETTINGS, WE ARE EXPERIENCING PHYSICIAN ORDER ENTRY RATES THAT EXCEED THE NATIONAL AVERAGE. ADDITIONALLY, THE LENGTH OF TIME FROM DRUGS BEING ORDERED BY A PHYSICIAN TO ADMINISTRATION TO THE PATIENT HAS BEEN REDUCED DRAMATICALLY. SENTARA ECARE IS ALSO THE REASON WE WERE RANKED 21ST ON THE 2009 INFORMATIONWEEK 500 BY INFORMATIONWEEK, A BUSINESS PUBLICATION THAT IDENTIFIES AND HONORS THE NATION'S MOST INNOVATIVE USERS OF INFORMATION TECHNOLOGY. 19. EXCELLENCE IN ACTION AWARDS MYINNERVIEW, A DIVISION OF NATIONAL RESEARCH CORPORATION, RECOGNIZED TWO SENTARA NURSING CENTERS WITH EXCELLENCE IN ACTION AWARDS FOR 2010-2011 FOR THEIR SUCCESS IN CUSTOMER AND WORKFORCE SATISFACTION. SENTARA WINDERMERE IN VIRGINIA BEACH RECEIVED ONE AWARD FOR CUSTOMER SATISFACTION. SENTARA NURSING CENTER PORTSMOUTH RECEIVED TWO AWARDS FOR CUSTOMER AND WORKFORCE SATISFACTION IN SURVEYS CONDUCTED DURING 2010. OF 5,500 QUALIFYING NURSING HOMES, 593 AROUND THE COUNTRY AND ONLY FIVE IN VIRGINIA RECEIVED EXCELLENCE IN ACTION AWARDS. B. PATIENT SAFETY OUR FOCUS GOES BEYOND THE BASICS OF MAKING HEALTHCARE SAFE FOR OUR PATIENTS. SENTARA HAS BUILT A STRONG "CULTURE OF SAFETY" TO REDUCE MEDICAL ERRORS BY MODELING SUCCESSFUL PROGRAMS FROM THE NUCLEAR POWER AND AVIATION INDUSTRIES. THIS CULTURE OF SAFETY PROMOTES BEHAVIORS THAT RESULT IN SAFE, RELIABLE AND EFFECTIVE CARE. THE FOUNDATION OF THIS CULTURE IS A STRONG ACCOUNTABILITY TO PERFORM REGIMENTED BEHAVIORS THAT REDUCE MEDICAL ERRORS. OUR STAFF USES GUIDELINES KNOWN AS "BEHAVIOR BASED EXPECTATIONS" OR BBE'S TO ENSURE THE HIGHEST STANDARD OF CARE. THE GOAL IS TO MAKE THESE TOOLS AND TECHNIQUES A HABIT. FOR OUR DEDICATION, WE HAVE RECEIVED NUMEROUS AWARDS FOR PATIENT SAFETY AND QUALITY OF CARE STANDARDS. 1. THE LEAPFROG HOSPITAL SURVEY THE LEAPFROG HOSPITAL RECOGNITION PROGRAM (LHRP) HONORS HOSPITALS THAT DEMONSTRATE EXCELLENCE OR IMPROVEMENT IN PATIENT SAFETY, QUALITY, AND RESOURCE UTILIZATION. THE LHRP RECOGNIZED SENTARA CAREPLEX HOSPITAL, SENTARA LEIGH HOSPITAL, SENTARA BAYSIDE HOSPITAL, AND SENTARA WILLIAMSBURG REGIONAL MEDICAL CENTER FOR TOP-LEVEL PERFORMANCE DURING 2010. 2. INFECTION PREVENTION PREVENTION OF HEALTH CARE-ASSOCIATED INFECTIONS IS A NATIONAL CONCERN, AND SENTARA CONTINUALLY STRIVES TO REDUCE THESE CASES. ALL OF OUR HOSPITALS HAVE BEEN WORKING DILIGENTLY TO REDUCE THE OCCURRENCE OF VENTILATOR-ASSOCIATED PNEUMONIA (VAP), WHICH CAN DEVELOP IN PATIENTS WHO HAVE BEEN ON MECHANICAL VENTILATION FOR 48 HOURS OR MORE. IN 2011, SENTARA WILLIAMSBURG REGIONAL MEDICAL CENTER MARKED SEVEN CONSECUTIVE YEARS WITH ZERO CASES OF VAP. VOLUNTARY HOSPITALS OF AMERICA (VHA), A VOLUNTARY NATIONAL ORGANIZATION FOCUSED ON HEALTH CARE FINANCIAL PERFORMANCE THROUGH CLINICAL EXCELLENCE AND SUPPLY CHAIN MANAGEMENT, "BLUEPRINTED" THE PRACTICES AT SENTARA WILLIAMSBURG REGIONAL MEDICAL CENTER AS A MODEL FOR HOSPITALS ACROSS THE COUNTRY. ADDITIONALLY, CENTRAL LINE BLOODSTREAM INFECTIONS HAVE BEEN SHARPLY REDUCED. SENTARA BAYSIDE HOSPITAL IS ONE OF ONLY FIVE HOSPITALS IN VIRGINIA AND MENTIONED IN CONSUMER REPORTS MAGAZINE FOR BEING AMONG THE BEST IN THE COUNTRY FOR PROTECTING PATIENTS IN THE INTENSIVE CARE UNIT AGAINST LIFE-THREATENING CENTRAL LINE BLOODSTREAM INFECTIONS 3. IMPROVING PATIENT SAFETY THROUGH TECHNOLOGY SENTARA HEALTHCARE PROVIDES THE SENTARA ECARE HEALTH NETWORK. THE CLINICAL SYSTEM USES INNOVATIVE TECHNOLOGY TO LINK PATIENT MEDICAL INFORMATION BETWEEN OUR HOSPITALS, PHYSICIAN PRACTICES AND OTHER HEALTH CARE SITES OVER A PROTECTED NETWORK, ENABLING THE SECURE SHARING OF PATIENT INFORMATION, INCREASING PATIENT SAFETY AND REDUCING PREVENTABLE MEDICAL ERRORS. MYCARE, THE COMPONENT OF ECARE THAT ALLOWS PATIENTS TO ACCESS PART OF THEIR MEDICAL RECORDS, WAS PROMOTED TO PATIENTS IN 2011. A PHONE APP WAS CREATED TO PROVIDE EASY ACCESS AS WELL. 2011 MARKED THE 11TH YEAR THAT WE EMPLOYED OUR EICU REMOTE MONITORING SYSTEM FOR OUR SICKEST HOSPITAL PATIENTS. SENTARA WAS THE FIRST HOSPITAL SYSTEM IN THE COUNTRY TO IMPLEMENT THE EICU SYSTEM, WHICH USES A NETWORK OF CAMERAS, MONITORS, ALERTS, AND TWO-WAY COMMUNICATION LINKS. DOCTORS AND CRITICAL CARE NURSES AT THE EICU COMMAND CENTER MAKE VIRTUAL ROUNDS ON ICU PATIENTS. THIS SENTARA-PIONEERED TECHNOLOGY IS NOW USED TO HELP CARE FOR PATIENTS IN NEARLY 5,000 ICU BEDS NATIONALLY. ANOTHER SAFETY INITIATIVE ADOPTED BY SENTARA IS BEDSIDE MEDICATION VERIFICATION, INCLUDING BAR-CODING TECHNOLOGY. NATIONAL STUDIES HAVE FOUND THAT BEDSIDE VERIFICATION CAN REDUCE HOSPITAL MEDICATION ERRORS BY NEARLY 70 PERCENT. ALSO IN 2011, SENTARA WAS RECOGNIZED BY THE VIRGINIA HEART ATTACK COALITION FOR OUR EFFORTS IN WORKING WITH AREA EMS UNITS TO LAUNCH LIFENET, WHICH TRANSMITS VITAL, POTENTIALLY LIFESAVING PATIENT INFORMATION WHEN A HEART ATTACK IS SUSPECTED BY AN EMS TECHNICIAN. VI. COMMITMENT TO THE COMMUNITY AS A NOT-FOR-PROFIT HEALTHCARE ORGANIZATION, WE CONTINUOUSLY REINVEST IN THE COMMUNITY-BY PURCHASING THE MOST MEDICALLY ADVANCED TECHNOLOGY; BUILDING NEW, STATE-OF-THE-ART HEALTHCARE FACILITIES; TRAINING MEDICAL PROFESSIONALS; AND PROVIDING THE HIGHEST QUALITY HEALTHCARE TO ALL PATIENTS, REGARDLESS OF THEIR ABILITY TO PAY. IT'S NOT JUST OUR MISSION, IT'S OUR COMMITMENT TO THE COMMUNITY. SENTARA OBICI HOSPITAL WAS AWARDED A NATIONAL JACKSON HEALTHCARE CHARITABLE SERVICE AWARD IN 2011 FOR ITS COMMUNITY OUTREACH PROGRAM THAT OFFERS CHRONIC DISEASE MANAGEMENT FOR PEOPLE LIVING AT 200 PERCENT OF THE POVERTY LEVEL WHO HAVE CONGESTIVE HEART FAILURE, DIABETES OR BOTH DISEASES. THE SENTARA OBICI HOSPITAL COMMUNITY HEALTH OUTREACH PROGRAM WAS ONE OF 10 HOSPITAL PROGRAMS THAT RECEIVED A $10,000 CHECK IN SUPPORT OF THE PROGRAM'S ONGOING SERVICE. HERE ARE SOME OF THE OTHER WAYS WE'VE INVESTED IN THE PEOPLE WE SERVE: A. THE SENTARA HEALTH FOUNDATION WE ESTABLISHED THE SENTARA HEALTH FOUNDATION IN 1998 TO IMPROVE HEALTH AND QUALITY OF LIFE THROUGHOUT SOUTHEASTERN VIRGINIA AND NORTH CAROLINA, AND TO DEMONSTRATE OUR NOT-FOR-PROFIT MISSION. THE FOUNDATION HAS TOUCHED THE LIVES OF MANY VIRGINIA RESIDENTS FROM THE EASTERN SHORE TO GREATER HAMPTON ROADS THROUGH GRANTS SUPPORTING COMMUNITY HEALTH PROGRAMS. SPECIFICALLY, IT HAS AWARDED NEARLY $9 MILLION IN GRANTS ($709,200 IN 2011). PROGRAMS INCLUDE MOBILE DENTAL CARE, PRENATAL SUPPORT, MEDICATION ASSISTANCE AND REDUCED-COST PRIMARY CARE. THE FOUNDATION ALSO SPONSORS COMMUNITY EVENTS, SUCH AS THE SUSAN G. KOMEN TIDEWATER RACE FOR THE CURE, THE AMERICAN HEART ASSOCIATION HEART GALA AND HEART WALK AND THE AMERICAN CANCER SOCIETY RELAY FOR LIFE. B. IN SUPPORT OF THE COMMUNITY LED BY A VOLUNTEER COMMUNITY BOARD OF DIRECTORS, SENTARA PROUDLY PROVIDES CARE TO ALL, AND REINVESTS IN THE COMMUNITY IN NUMEROUS WAYS: 1. CONTRIBUTIONS EACH YEAR, WE PROVIDE MILLIONS OF DOLLARS IN BENEFITS TO THE COMMUNITY. IN 2011, SENTARA REINVESTED $214,486,000 INTO COMMUNITIES, NOT INCLUDING COMMUNITY BENEFITS PROVIDED IN THE BLUE RIDGE REGION BY OUR HOSPITALS MARTHA JEFFERSON HOSPITAL AND RMH HEALTHCARE. THAT EQUALS MORE THAN $587,500 EACH DAY.
    SENTARA INVESTED $15,360,000 IN HEALTH CARE TEACHING PROGRAMS TO ENSURE A QUALIFIED POOL OF PHYSICIANS AND NURSES. WE ALSO SPENT $15,892,000 TO SUPPORT LOCAL COMMUNITY PROGRAMS THAT PROVIDED HEALTH EVENTS AND HEALTH SCREENINGS TO MORE THAN 39,000 INDIVIDUALS. IN ADDITION, SENTARA EMPLOYEES DONATED TO THE UNITED WAY TO THE TUNE OF OVER $1 MILLION IN 2011. NUMEROUS EMPLOYEES ALSO VOLUNTEER AT UNITED WAY AGENCIES FOR THE ANNUAL DAY OF CARING. OUR SENTARA POTOMAC HOSPITAL PROVIDED $22,502,000 IN COMMUNITY BENEFITS IN NORTHERN VIRGINIA IN 2011. OF THAT TOTAL, $22,444,000 COVERED UNCOMPENSATED PATIENT CARE COSTS. RMH HEALTHCARE INVESTED OVER $32 MILLION IN 2011, $30 MILLION OF WHICH COVERED UNCOMPENSATED CARE TO THOSE IN NEED. IN 2011, MARTHA JEFFERSON HOSPITAL PROVIDED COMMUNITY BENEFITS TOTALING OVER $13 MILLION, THE MAJORITY OF WHICH WAS IN THE FORM OF UNCOMPENSATED CARE TO THOSE IN NEED. 2. MEDICALLY UNDERSERVED SENTARA MEDICAL GROUP'S PHYSICIANS AND MEDICAL STAFF VOLUNTEER THOUSANDS OF HOURS TO EASTERN VIRGINIA MEDICAL SCHOOL (EVMS), FREE CLINICS, COMMUNITY EDUCATION AND CIVIC AND CHARITABLE PROGRAMS. WE SUPPORT AND OPERATE UNCOMPENSATED CARE CLINICS THROUGHOUT THE REGION, INCLUDING THE SENTARA AMBULATORY CARE CENTER (ACC). THE ACC IS A COLLABORATIVE EFFORT WITH EVMS AND IS LOCATED NEAR SENTARA NORFOLK GENERAL HOSPITAL. IT FEATURES AN APPOINTED SIDE, WHICH FUNCTIONS LIKE A DOCTOR'S OFFICE AND A SAME-DAY "WALK-IN" SERVICE SIDE FOR MORE PRESSING AND IMMEDIATE HEALTH CONCERNS. C. IN SUPPORT OF EDUCATION AS PART OF OUR COMMITMENT TO PROVIDE THE LATEST IN HEALTH INFORMATION, SENTARA PRODUCES EXPLOREHEALTH WITH SENTARA, AN EDUCATIONAL PROGRAM THAT PRESENTS MEDICAL BREAKTHROUGHS, INNOVATIVE TREATMENT OPTIONS, AND CONTEMPORARY HEALTH ISSUES. D. IN SUPPORT OF COMMUNITY HEALTH INITIATIVES 1. SENTARA COMMUNITY HEALTH AND PREVENTION AS PART OF SENTARA'S COMMITMENT TO PREVENTIVE HEALTH MEASURES, WE SPONSOR AND HOST SPECIAL COMMUNITY INITIATIVES THAT ARE DESIGNED TO EDUCATE THE COMMUNITY ABOUT HEALTH. OUR CAMPAIGNS INCLUDE: -NATIONAL DRUG TAKE BACK DAY -DRIVE-THRU FLU SHOTS -WOMEN'S DAY HEALTH FAIR -WEBINARS FOR WEIGHT LOSS SURGERY -PAINT FACEBOOK PINK TO RAISE AWARENESS FOR BREAST HEALTH -TEXT OUTREACH TO PREGNANT WOMEN -EATING FOR LIFE, AN AWARD-WINNING NUTRITION AND HEALTHY EATING PROGRAM -KNOW YOUR NUMBERS, A CARDIOVASCULAR RISK REDUCTION AND HEALTH IMPROVEMENT PROGRAM -WALK-ABOUT WITH HEALTHY EDGE, A WALKING PROGRAM THAT ENCOURAGES WALKING FOR CARDIOVASCULAR HEALTH -GET OFF YOUR BUTT: STAY SMOKELESS FOR LIFE, A SMOKING CESSATION PROGRAM -HEALTHY HEART PROGRAM, A CARDIOVASCULAR DISEASE REDUCTION PROGRAM -SENTARA LIVING, A COMPREHENSIVE WELLNESS PROGRAM FOR SENIORS -SENTARA'S MOBILE MAMMOGRAPHY UNIT VISITS NUMEROUS WORK SITES EVERY YEAR TO ENCOURAGE WELLNESS -CAMP LIGHTHOUSE, A GRIEF CAMP FOR KIDS AGES 5-16 WHO HAVE EXPERIENCED THE DEATH OF A LOVED ONE 2. TOBACCO-FREE ENVIRONMENTS HOSPITALS SEE THE EFFECTS OF TOBACCO EVERY DAY IN HEART DISEASE, RESPIRATORY AILMENTS AND CANCERS. IN RESPONSE, SENTARA HAS IMPLEMENTED OUR TOBACCO-FREE ENVIRONMENT (TFE) CAMPAIGN. NO ONE IS ALLOWED TO SMOKE, CHEW OR DIP ANYWHERE ON CAMPUS, NOT EVEN IN CARS. THE GOAL IS NOT JUST TO AVOID THE AESTHETIC AND HEALTH ISSUES OF SECOND-HAND SMOKE, BUT TO PUT SENTARA'S MISSION INTO PRACTICE BY HELPING STAFF, PATIENTS AND VISITORS QUIT THIS HABIT. AS OF 2011, ALL OF OUR FACILITIES HAVE ADOPTED THE TOBACCO FREE ENVIRONMENT INITIATIVES. WE HAVE EARNED THE AMERICAN CANCER SOCIETY "EXCELLENCE IN THE WORKPLACE TOBACCO CONTROL" AWARD FOR OUR EFFORTS. VII. OPTIMA HEALTH PLAN A. IMPROVING HEALTH OPERATING WITH THE SAME MISSION IN MIND -- TO IMPROVE HEALTH EVERY DAY --IS OUR HEALTH PLAN, OPTIMA HEALTH. WITH MORE THAN 25 YEARS OF HEALTH INSURANCE EXPERIENCE, OPTIMA HEALTH PROVIDES HEALTH PLAN COVERAGE TO MORE THAN 440,000 MEMBERS THROUGHOUT THE STATE, HAVING EXTENDED COVERAGE TO SOUTHWEST VIRGINIA IN 2011. OUR QUALITY PROVIDER NETWORK FEATURES MORE THAN 15,000 PROVIDERS INCLUDING SPECIALISTS, PRIMARY CARE PHYSICIANS AND HOSPITALS. B. SUPPORTING THE COMMUNITY OPTIMA HEALTH PROVIDES MORE THAN INSURANCE FOR OUR COMMUNITIES; WE REACH OUT THROUGH HEALTH SCREENINGS, EVENTS, EDUCATION MATERIALS AND IMMUNIZATIONS. OUR HIGHLIGHTS INCLUDED: -HEALTH IMPROVEMENT EVENTS TOTALED 1,866 EVENTS WITH 39,049 PARTICIPANTS IN 2011. THESE EVENTS WERE OFFERED TO CHURCHES, EMPLOYER GROUPS INCLUDING SENTARA HEALTHCARE EMPLOYEES, COMMUNITY HEALTH CENTERS AND OTHER COMMUNITY LOCATIONS. -POCKET EKG SCREENED 621 PARTICIPANTS IN 2011. 565 (90%) OF THOSE PARTICIPANTS WERE IDENTIFIED WITH CARDIOVASCULAR HEALTH RISKS. -EATING FOR LIFE, WALKABOUT WITH HEALTHY EDGE, HEALTHY HEART, GUIDED IMAGERY AND YOGA, OUR CARDIOVASCULAR DISEASE RISK REDUCTION PROGRAMS, INCREASED PARTICIPATION BY 12 PERCENT OVER 2010. -SELF CARE MANUALS WERE DISTRIBUTED TO HEALTH PLAN MEMBERS AND COMMUNITY ORGANIZATIONS. 14,399 WENT OUT IN 2011. -PREVENTIVE BIRTHDAY CARD REMINDERS FOR PREVENTIVE HEALTH SCREENINGS DELIVERED MESSAGES TO 267,692 ADULT HEALTH PLAN MEMBERS. PREVENTIVE BIRTHDAY CARD REMINDERS FOR CHILDREN DELIVERED ANNUAL PHYSICAL EXAM MESSAGES TO 141,017 HEALTH PLAN MEMBERS. -HEALTHY EDGE/MISSION: HEALTH. DURING THE MONTH OF NOVEMBER, 13,643 EMPLOYEES COMPLETED A HEALTH RISK ASSESSMENT IN CONJUNCTION WITH THE MISSION: HEALTH PROGRAM. OF THOSE, 8,795 EMPLOYEES ATTENDED 138 ON-SITE HEALTH SCREENINGS WITHIN SIX MONTHS. IN 2011, 4,879 EMPLOYEES WERE IDENTIFIED WITH TWO OR MORE HEALTH RISKS AND 4,313 AGREED TO ENGAGE WITH A HEALTH COACH. 2,199 EMPLOYEES AGREED TO CONTINUE ENGAGING WITH THEIR HEALTH COACH. 1,248 EMPLOYEES FROM 2011 WILL NO LONGER NEED TO ENGAGE WITH A HEALTH COACH. OUR EMPLOYEE MAMMOGRAPHY PROGRAM OFFERED ALL FEMALE SENTARA EMPLOYEES AGE 40 AND OVER THE OPPORTUNITY FOR A MAMMOGRAM SCREENING. 1,207 EMPLOYEES SUBMITTED MAMMOGRAPHY, COLORECTAL CANCER SCREENING AND/OR PROSTATE CANCER SCREENING PROGRAM COUPONS IN 2011. -OUR TOBACCO CESSATION PROGRAM HAD 11,103 INTERVENTIONS IN 2011. 21,856 CAMPUS-WIDE ELECTRONIC INTERVENTIONS WERE SENT OUT TO PROMOTE THE GREAT AMERICAN SMOKE OUT, AND 6,155 GREAT AMERICAN SMOKE OUT QUIT KITS WERE DISTRIBUTED. FOURTEEN NURSING STUDENTS FROM ITT RECEIVED ORIENTATION TO THE TOBACCO CESSATION COMMUNITY PROGRAM GOALS AND OBJECTIVES FROM OUR CERTIFIED TOBACCO TREATMENT SPECIALIST. THE SPECIALIST FACILITATED 22 TOBACCO CESSATION AWARENESS GROUP PROGRAMS FOR 132 PARTICIPANTS. OVER 300 INPATIENTS FROM SENTARA VIRGINIA BEACH GENERAL HOSPITAL WERE CONTACTED FOUR WEEKS AFTER THEIR HOSPITAL DISCHARGE FOR TOBACCO CESSATION FOLLOW-UP. -SENTARA LIVING HELD TWO MAJOR EVENTS FOR SENIORS. THE SENIOR HEALTH FAIR HAD 450 PARTICIPANTS. THERE WAS PARTICIPATION FROM 11 INTERNAL VENDORS AND 20 EXTERNAL VENDORS. MEMBERSHIP IN THIS COMMUNITY-BASED PROGRAM IS 22,017. 478 MEMBERS PARTICIPATED IN 10 HEALTH PRESENTATIONS; 395 MEMBERS ATTENDED 27 SENIOR SEMINARS; AND OVER 8,981 CAR AND HOME "FILE OF LIFE" PACKETS WERE DISTRIBUTED TO NEW MEMBERS. -FLU PATROL ADMINISTERED A TOTAL OF 8,348 IMMUNIZATIONS. -THE ENTIRE DEPARTMENT SUPPORTED COMMUNITY PARTNERS, INCLUDING VIRGINIA DEPARTMENT OF HEALTH, VIRGINIA DIABETES COUNCIL, PENINSULA AGENCY ON AGING, COMMUNITY HEALTH CENTERS, AND VARIOUS CHURCHES WITH RESOURCES FOR CARDIOVASCULAR HEALTH RISK REDUCTION, CANCER RISK REDUCTION PROGRAMS AND CLINICAL EXPERTISE FOR PROGRAM DEVELOPMENT. C. ACCREDITATION AND AWARDS THE NATIONAL COMMITTEE FOR QUALITY ASSURANCE (NCQA) HAS RECOGNIZED OUR QUEST FOR EXCELLENCE BY AWARDING OUR COMMERCIAL HMO AND MEDICAID HMO PRODUCTS WITH AN "EXCELLENT" ACCREDITATION STATUS. WE HAVE MAINTAINED THIS RATING SINCE 1998, A CLAIM NO OTHER HEALTH PLAN IN THE REGION CAN MAKE. OPTIMA HEALTH RECEIVED AN A+ RATING FROM THESTREET.COM (WEISS RATINGS, INC.) FOR FINANCIAL SOUNDNESS, RECOGNIZING OUR ABILITY TO WITHSTAND SEVERE ECONOMIC ADVERSITY AND SHOWING EXCEPTIONAL FINANCIAL STRENGTH. THESTREET.COM IS THE NATION'S LEADING INDEPENDENT PROVIDER OF RATINGS AND ANALYSES OF FINANCIAL SERVICE COMPANIES, MUTUAL FUNDS, AND STOCKS. THE RATING RECOGNIZES OPTIMA HEALTH AS AN OUTSTANDING INSURER OFFERING EXCELLENT FINANCIAL STABILITY FOR ITS CUSTOMERS. FEWER THAN FIVE PERCENT OF THE NATION'S HMO'S AND HEALTH INSURERS MEET THESTREET.COM RATING'S CRITERIA FOR EXCEPTIONAL FINANCIAL STRENGTH.
    VIII. CONCLUSION THROUGH ALL THAT WE DO AT SENTARA HEALTH, WE STRIVE TO IMPROVE HEALTH EVERY DAY, WHETHER IT IS BY USING THE MOST ADVANCED MEDICAL EQUIPMENT POSSIBLE, CARING FOR A NEW PATIENT WHO MIGHT NOT OTHERWISE BE HELPED, OR RESEARCHING NEW WAYS TO PREVENT OR CURE CHALLENGING HEALTH CONDITIONS. WHILE OUR OFFICIAL PATIENT COUNT COULD BE FIGURED HOSPITAL BY HOSPITAL AND PHYSICIAN'S OFFICE BY PHYSICIAN'S OFFICE, WE BELIEVE WE MAY HELP NEARLY THREE MILLION PEOPLE -- WHETHER ENROLLED "PATIENTS" OR COMMUNITY MEMBERS -- ACROSS VIRGINIA AND NORTH CAROLINA, THANKS TO ALL OF OUR VITAL HEALTH SERVICES AND PROGRAMS OFFERED EACH YEAR.
PROGRAM SERVICE ACCOMPLISHMENTS FORM 990, PART III, LINE 4A SENTARA HEALTHCARE IS THE PARENT CORPORATION OF AN INTEGRATED HEALTH CARE DELIVERY SYSTEM WHICH PROVIDES SERVICES TO NEARLY THREE MILLION PEOPLE -- WHETHER ENROLLED "PATIENTS" OR COMMUNITY MEMBERS -- ACROSS VIRGINIA AND NORTH CAROLINA. SENTARA'S MISSION IS TO PROVIDE PATIENTS WITH INNOVATIVE SERVICES TO TREAT ILLNESS AND DISEASE AND TO PROMOTE THE IMPROVEMENT OF THEIR PERSONAL HEALTH. "MODERN HEALTHCARE" MAGAZINE HAS CONSISTENTLY RANKED SENTARA HEALTHCARE AS ONE OF THE NATION'S TOP TEN INTEGRATED HEALTHCARE ORGANIZATIONS. THE FOLLOWING IS A DESCRIPTION OF PROGRAMS AND ACCOMPLISHMENTS OF THE SENTARA HEALTHCARE SYSTEM FOR 2011.
  FORM 990, PART V, LINE 1A: FORM 1096 THE ORGANIZATION IS THE 501(C)(3) SOLE MEMBER OR SHAREHOLDER OF SEVERAL OTHER ORGANIZATIONS FOR WHICH IT MAINTAINS AGENCY RELATIONSHIPS AND ISSUES 1099S. THE NUMBER REPORTED IS A BEST ESTIMATE OF THE 1099S ATTRIBUTABLE TO THE ORGANIZATION. THE EXACT NUMBER CANNOT BE DETERMINED; AS SOME OF THE 1099S ISSUED BY THE ORGANIZATION ARE ATTRIBUTABLE TO MORE THAN ONE ENTITY, AND THERE IS NO REPORTING MECHANISM TO DETERMINE 1099S ATTRIBUTABLE SOLELY TO THE ORGANIZATION.
  FORM 990, PART VI, SECTION A, LINE 2 BUSINESS OR FAMILY RELATIONSHIP OF OFFICERS, DIRECTORS DAVID BERND, HOWARD KERN, AND BERTRAM REESE HAVE A BUSINESS RELATIONSHIP THROUGH COMMON OWNERSHIP OF AN ENTITY UNRELATED TO THE ORGANIZATION. MICHAEL S. IVES AND F. DUDLEY FULTON HAVE A BUSINESS RELATIONSHIP THROUGH COMMON BOARD MEMBERSHIP OF AN ENTITY UNRELATED TO THE ORGANIZATION. C. EDWARD RUSSELL, JR. AND LAWRENCE CUMMING HAVE A BUSINESS RELATIONSHIP. BOTH ARE PARTNERS IN A LAW FIRM UNRELATED TO THE ORGANIZATION. R. SCOTT MORGAN, LAWRENCE A. CUMMING, AUBREY L. LAYNE JR., W. ANDREW DICKINSON, ROBERT S. MILLER AND JOHN F. MALBON HAVE A BUSINESS RELATIONSHIP THROUGH COMMON BOARD MEMBERSHIP OF AN ENTITY UNRELATED TO THE ORGANIZATION. HOWARD KERN AND GARY YATES HAVE A BUSINESS RELATIONSHIP THROUGH COMMON BOARD MEMBERSHIP OF AN ENTITY UNRELATED TO THE ORGANIZATION. HOWARD KERN AND DOUGLAS THOMPSON HAVE A BUSINESS RELATIONSHIP THROUGH COMMON BOARD MEMBERSHIP OF AN ENTITY UNRELATED TO THE ORGANIZATION. THE ORGANIZATION'S OFFICERS AND DIRECTORS SERVED TOGETHER ON THE BOARDS OF OTHER TAXABLE ORGANIZATIONS WITHIN THE SENTARA HEALTHCARE SYSTEM ("THE SYSTEM"), AS WELL AS JOINT VENTURES IN WHICH THE SYSTEM HAD AN OWNERSHIP INTEREST. SEE SCHEDULE R FOR A LISTING OF SUCH ENTITIES.
  FORM 990, PART VI, SECTION A, LINE 6 EXPLANATION OF CLASSES OF MEMBERS OR SHAREHOLDERS THE ORGANIZATION HAD MEMBERS WHO WERE INDIVIDUALS DESIGNATED INDIVIDUALLY AS TRUSTEES AND COLLECTIVELY AS THE BOARD OF TRUSTEES. THE BOARD OF TRUSTEES, EXCEPT EX-OFFICIO TRUSTEES, ARE DIVIDED INTO THREE (3) CLASSES OF APPROXIMATELY EQUAL NUMBER AND ARE ELECTED FOR TERMS OF THREE (3) YEARS. DIRECTORS OF THE ORGANIZATION SERVE AS EX OFFICIO TRUSTEES WITH THE SAME VOTE AS OTHER TRUSTEES.
  FORM 990, PART VI, SECTION A, LINE 7A HOW MEMBERS OR SHAREHOLDERS ELECT GOVERNING BODY THE BOARD OF TRUSTEES, INCLUDING EX OFFICIO TRUSTEES, ELECT/RATIFY THE BOARD OF DIRECTORS, WHICH SERVES AS THE ORGANIZATION'S GOVERNING BODY.
  FORM 990, PART VI, SECTION A, LINE 7B DECISIONS OF GOVERNING BODY APPROVAL BY MEMBERS OR SHAREHOLDERS THE GOVERNANCE AUTHORITY OF TRUSTEES IS LIMITED TO THE ANNUAL ELECTION/RATIFICATION OF THE ORGANIZATION'S TRUSTEES AND DIRECTORS; AND THE APPROVAL OF THE SALE OF ALL OR SUBSTANTIALLY ALL OF THE ORGANIZATION'S ASSETS. TRUSTEES HAVE NO OTHER VOTING OR ANY PROPERTY RIGHTS WITH RESPECT TO THE ORGANIZATION.
  FORM 990, PART VI, SECTION B, LINE 11 FORM 990 REVIEW PROCESS THE ORGANIZATION USED ITS OWN IN-HOUSE TAX DEPARTMENT, HEADED BY A LICENSED CERTIFIED PUBLIC ACCOUNTANT, TO BOTH PREPARE AND REVIEW ITS FORM 990. DURING THE PREPARATION AND REVIEW PROCESS, THE TAX DEPARTMENT WORKED CLOSELY WITH OTHER DEPARTMENTS, SUCH AS LEGAL, COMPENSATION AND BENEFITS, COMPLIANCE, FINANCE, AND MARKETING, TO ENSURE THAT A COMPLETE AND ACCURATE RETURN WAS FILED.
  FORM 990, PART VI, SECTION B, LINE 12C EXPLANATION OF MONITORING AND ENFORCEMENT OF CONFLICTS TRUSTEES, DIRECTORS, BOARD-NOMINATED OFFICERS, AND KEY EMPLOYEES SUBMIT AN ANNUAL CONFLICT OF INTEREST QUESTIONNAIRE AND CERTIFY TO THE COMPLETION AND ACCURACY OF THE INFORMATION DISCLOSED. THE ORGANIZATION'S LEGAL DEPARTMENT MONITORS TRANSACTIONS INVOLVING POTENTIAL CONFLICTS OF INTEREST, TO ENSURE THAT THEY ARE REASONABLE AND AT ARM'S LENGTH. REPORTS ON SUCH TRANSACTIONS ARE MADE TO THE AUDIT AND COMPLIANCE COMMITTEE OF THE BOARD AS NECESSARY.
  FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION REVIEW & APPROVAL PROCESS FOR OFFICERS & KEY EMPLOYEES THE ORGANIZATION FOLLOWED PROCESSES AND PROCEDURES SET FORTH IN ITS GOVERNING DOCUMENTS TO ENSURE COMPLIANCE WITH ITS OBLIGATIONS AS A 501(C)(3) HEALTHCARE ORGANIZATION TO PAY DISQUALIFIED PERSONS REASONABLE COMPENSATION. SUCH PROCESSES AND PROCEDURES ARE INTENDED TO ESTABLISH THE REBUTTABLE PRESUMPTION OF REASONABLENESS UNDER THE INTERNAL REVENUE CODE SECTION 4958 REGULATIONS. THE COMPENSATION PHILOSOPHY OF THE ORGANIZATION IS TO BASE OVERALL COMPENSATION AND BENEFITS FOR EXECUTIVES ON MARKET COMPARABLES, ADJUSTED AS APPLIED TO EACH EXECUTIVE, TAKING INTO CONSIDERATION THE INDIVIDUAL SKILLS, EXPERIENCE, TENURE AND PERFORMANCE OF THE EXECUTIVE BEING COMPENSATED AND OVERALL PERFORMANCE OF THE ORGANIZATION. IN LINE WITH THIS PHILOSOPHY, THE ORGANIZATION PERFORMED SUBSTANTIAL DUE DILIGENCE AS TO MARKET COMPARABLES. THE COMPENSATION COMMITTEE, WHICH CONSISTS OF BOARD MEMBERS WITHOUT CONFLICTS OF INTERESTS, ENGAGED AN OUTSIDE CONSULTANT, WHO REPORTS TO THE COMPENSATION COMMITTEE, TO CONDUCT A STUDY ASSESSING THE COMPETITIVENESS OF TOTAL COMPENSATION (INCLUDING CASH COMPENSATION, BENEFITS AND PERQUISITES) OF ITS SENIOR EXECUTIVES PRIOR TO MAKING DECISIONS REGARDING ANNUAL BASE SALARY ADJUSTMENTS, APPROVING INCENTIVE AWARDS, OR CONSIDERING PROGRAMMATIC CHANGES. THE STUDY COMPARED THE COMPENSATION OF THE ORGANIZATION'S SENIOR EXECUTIVES TO COMPENSATION DATA FROM MULTIPLE PUBLISHED SURVEY SOURCES BASED ON THE SENIOR EXECUTIVE'S FUNCTIONAL RESPONSIBILITY. IN CONDUCTING THE STUDY, THE CONSULTANT TARGETED OTHER HEALTH SYSTEMS OF SIMILAR SIZE BASED ON NET REVENUE AND COMPLEXITY. FOR HEALTH PLAN POSITIONS, HEALTH PLANS WITH SIMILAR PREMIUMS, OR MEMBERS, WERE TARGETED. THE CONSULTANT ALSO CONDUCTS A REVIEW OF THE ORGANIZATION'S PERFORMANCE RELATIVE TO A GROUP OF NOT-FOR-PROFIT HEALTH SYSTEMS OF COMPARABLE SIZE AND SCOPE OF OPERATIONS EVERY TWO TO THREE YEARS. THE MOST RECENT STUDY COMPARED SENTARA'S PERFORMANCE TO 19 HEALTHCARE SYSTEMS BASED ON NET REVENUE GROWTH, OPERATING MARGIN, BOND RATING, AND QUALITATIVE PERFORMANCE MEASURES BASED ON RANKINGS FROM SDI'S NATIONAL TOP INTEGRATED HEALTH NETWORKS. OVERALL, THE CONSULTANT DETERMINED THAT SENTARA'S PAY WAS ALIGNED WITH ITS RELATIVE PERFORMANCE. THE COMPENSATION STUDY WAS PRESENTED TO THE ORGANIZATION'S COMPENSATION COMMITTEE, WHICH MADE ITS COMPENSATION DECISIONS BASED ON A)ITS REVIEW AND ANALYSIS OF THE PERFORMANCE OF BOTH THE ORGANIZATION AND ITS SENIOR EXECUTIVES AND, B) A REASONABLENESS OF COMPENSATION ANALYSIS AND OPINION FROM AN EXTERNAL EXPERT IN THE COMPENSATION OF EXECUTIVES IN THE TAX-EXEMPT HEALTH CARE FIELD. THE COMMITTEE'S BASES FOR ITS DECISIONS WERE DOCUMENTED IN COMMITTEE MINUTES TAKEN DURING THE MEETING AND THEN CIRCULATED FOR REVIEW AND APPROVAL. ALL DECISIONS REGARDING COMPENSATION WERE MADE BY THE COMMITTEE, WHICH CONSISTS OF BOARD MEMBERS WITHOUT CONFLICT OF INTERESTS. THIS PROCESS WAS USED TO ESTABLISH COMPENSATION FOR THE ORGANIZATION'S CEO, COO/PRESIDENT, CFO/TREASURER, CIO, CMO AND SENIOR VICE PRESIDENTS. THE PROCESS WAS LAST UNDERTAKEN DURING 2011 FOR ALL POSITIONS LISTED.
  FORM 990, PART VI, SECTION C, LINE 19 PROVISION OF GOVERNING DOCS, COI POLICY AND FINANCIALS TO PUBLIC THE CONSOLIDATED FINANCIAL STATEMENTS FOR SENTARA HEALTHCARE AND SUBSIDIARIES WERE MADE PUBLICLY AVAILABLE THROUGH THE USE OF DAC BOND (DISCLOSURE DISSEMINATION AGENT) AND CAN BE FOUND ON THE INTERNET AT WWW.DACBOND.COM. THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICTS OF INTEREST POLICY ARE GENERALLY NOT MADE AVAILABLE TO THE PUBLIC.
VOTING MEMBERS OF THE GOVERNING BODY FORM 990, PT VI, LINES 1A AND B THE ORGANIZATION HAD INDIVIDUAL MEMBERS, KNOWN AS TRUSTEES, WHOSE GOVERNANCE AUTHORITY WAS LIMITED TO THE ANNUAL ELECTION/RATIFICATION OF THE ORGANIZATION'S TRUSTEES AND DIRECTORS; AND THE APPROVAL OF THE SALE OF ALL OR SUBSTANTIALLY ALL OF THE ORGANIZATION'S ASSETS. DUE TO THEIR LIMITED AUTHORITY, THE ORGANIZATION'S TRUSTEES HAVE NOT BEEN COUNTED AS VOTING MEMBERS OF THE GOVERNING BODY IN RESPONSE TO PART VI, LINES 1A AND 1B.
DOCUMENT RETENTION POLICY FORM 990, PART VI, LINE 14 THE ORGANIZATION HAD A WRITTEN POLICY FOR DOCUMENT RETENTION AND DESTRUCTION WHICH WAS APPROVED BY MANAGEMENT.
JOINT VENTURE POLICY FORM 990, PART VI, LINE 16B THE ORGANIZATION HAD A WRITTEN POLICY REQUIRING EVALUATION OF ITS PARTICIPATION IN JOINT VENTURE ARRANGEMENTS UNDER APPLICABLE FEDERAL TAX LAW. THIS POLICY WAS APPROVED BY MANAGEMENT. THE ORGANIZATION ALSO TOOK STEPS TO SAFEGUARD THE ORGANIZATION'S EXEMPT STATUS WITH RESPECT TO SUCH ARRANGEMENTS.
  FORM 990, PART VII COMPENSATION OF OFFICERS, DIRECTORS, TRUSTEES, KEY EMPLOYEES, HIGHEST COMPENSATED EMPLOYEES, AND INDEPENDENT CONTRACTORS HOURS DEVOTED TO RELATED ORGANIZATIONS WILLIAM L. ACHENBACH DEVOTED AN AVERAGE OF 3 HOURS PER WEEK TO RELATED ORGANIZATIONS. DAVID L. BERND DEVOTED AN AVERAGE OF 11 HOURS PER WEEK TO RELATED ORGANIZATIONS. LILIAN R. BEVIER DEVOTED AN AVERAGE OF 2 HOUR PER WEEK TO RELATED ORGANIZATIONS. MARY L. BLUNT DEVOTED AN AVERAGE OF 40 HOURS PER WEEK TO RELATED ORGANIZATIONS. JERRY A. BRIDGES DEVOTED AN AVERAGE OF 1 HOUR PER WEEK TO RELATED ORGANIZATIONS. JOAN P. BROCK DEVOTED AN AVERAGE OF 1 HOUR PER WEEK TO RELATED ORGANIZATIONS. ROBERT A. BROERMANN DEVOTED AN AVERAGE OF 10 HOURS PER WEEK TO RELATED ORGANIZATIONS. WILLIAM K. BUTLER, II DEVOTED AN AVERAGE OF 1 HOURS PER WEEK TO RELATED ORGANIZATIONS. DIAN T. CALDERONE DEVOTED AN AVERAGE OF 1 HOUR PER WEEK TO RELATED ORGANIZATIONS. DONALD H. CLARK DEVOTED AN AVERAGE OF 1 HOUR PER WEEK TO RELATED ORGANIZATIONS. FREDERICK C. COBLE DEVOTED AN AVERAGE OF 1 HOUR PER WEEK TO RELATED ORGANIZATIONS. LAWRENCE G. CUMMING DEVOTED AN AVERAGE OF 1 HOUR PER WEEK TO RELATED ORGANIZATIONS. W. ANDREW DICKINSON, M.D. DEVOTED AN AVERAGE OF 1 HOUR PER WEEK TO RELATED ORGANIZATIONS. DEBORAH M. DICROCE DEVOTED AN AVERAGE OF 1 HOUR PER WEEK TO RELATED ORGANIZATIONS. ALLAN G. DONN DEVOTED AN AVERAGE OF 1 HOUR PER WEEK TO RELATED ORGANIZATIONS. MICHAEL M. DUDLEY DEVOTED AN AVERAGE OF 40 HOURS PER WEEK TO RELATED ORGANIZATIONS. JACK L. EZZELL, JR. DEVOTED AN AVERAGE OF 1 HOUR PER WEEK TO RELATED ORGANIZATIONS. ROBERT C. FORT DEVOTED AN AVERAGE OF 1 HOUR PER WEEK TO RELATED ORGANIZATIONS. L. ALVIN GARRISON, JR. DEVOTED AN AVERAGE OF 1 HOUR PER WEEK TO RELATED ORGANIZATIONS. MICHAEL V. GENTRY DEVOTED AN AVERAGE OF 41 HOURS PER WEEK TO RELATED ORGANIZATIONS. ROBERT L. GRAVES DEVOTED AN AVERAGE OF 40 HOURS PER WEEK TO RELATED ORGANIZATIONS. VICKY G. GRAY DEVOTED AN AVERAGE OF 2 HOURS PER WEEK TO RELATED ORGANIZATIONS. HENRY U. HARRIS III DEVOTED AN AVERAGE OF 1 HOUR PER WEEK TO RELATED ORGANIZATIONS. GRACE R. HINES DEVOTED AN AVERAGE OF 9 HOURS PER WEEK TO RELATED ORGANIZATIONS. ANN E. C. HOMAN DEVOTED AN AVERAGE OF 3 HOURS PER WEEK TO RELATED ORGANIZATIONS. HOWARD P. KERN DEVOTED AN AVERAGE OF 12 HOURS PER WEEK TO RELATED ORGANIZATIONS. JEFFREY P. KING DEVOTED AN AVERAGE OF 5 HOURS PER WEEK TO RELATED ORGANIZATIONS. KENNETH M. KRAKAUR DEVOTED AN AVERAGE OF 10 HOURS PER WEEK TO RELATED ORGANIZATIONS. CHARLES F. LOVELL, JR., M.D. DEVOTED AN AVERAGE OF 2 HOURS PER WEEK TO RELATED ORGANIZATIONS. AUBREY E. LOVING, JR. DEVOTED AN AVERAGE OF 1 HOUR PER WEEK TO RELATED ORGANIZATIONS. DAVID R. MAIZEL, M.D. DEVOTED AN AVERAGE OF 40 HOURS PER WEEK TO RELATED ORGANIZATIONS. JOHN F. MALBON DEVOTED AN AVERAGE OF 1 HOUR PER WEEK TO RELATED ORGANIZATIONS. GENEMARIE W. MCGEE DEVOTED AN AVERAGE OF 40 HOURS PER WEEK TO RELATED ORGANIZATIONS. E. RAY MURPHY DEVOTED AN AVERAGE OF 2 HOUR PER WEEK TO RELATED ORGANIZATIONS. MEGAN R PERRY DEVOTED AN AVERAGE OF 40 HOURS PER WEEK TO RELATED ORGANIZATIONS. PETER D. PRUDEN III DEVOTED AN AVERAGE OF 1 HOUR PER WEEK TO RELATED ORGANIZATIONS. BERTRAM S. REESE DEVOTED AN AVERAGE OF 40 HOURS PER WEEK TO RELATED ORGANIZATIONS. BRUCE S. ROBERTSON DEVOTED AN AVERAGE OF 40 HOURS PER WEEK TO RELATED ORGANIZATIONS. MARC B. SHARP DEVOTED AN AVERAGE OF 1 HOUR PER WEEK TO RELATED ORGANIZATIONS. R. MICHAEL SORENSON DEVOTED AN AVERAGE OF 2 HOURS PER WEEK TO RELATED ORGANIZATIONS. BARBARA B. STOLTZFUS DEVOTED AN AVERAGE OF 2 HOURS PER WEEK TO RELATED ORGANIZATIONS. MARK A. SZALWINSKI DEVOTED AN AVERAGE OF 40 HOURS PER WEEK TO RELATED ORGANIZATIONS. DOUGLAS M. THOMPSON DEVOTED AN AVERAGE OF 1 HOUR PER WEEK TO RELATED ORGANIZATIONS. MARION WALL DEVOTED AN AVERAGE OF 1 HOUR PER WEEK TO RELATED ORGANIZATIONS. THOMAS L. WOODWARD JR DEVOTED AN AVERAGE OF 1 HOUR PER WEEK TO RELATED ORGANIZATIONS. GARY R. YATES, M.D. DEVOTED AN AVERAGE OF 10 HOURS PER WEEK TO RELATED ORGANIZATIONS.
CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: CAPITAL CONTRIBUTION TO SUBS -218,200,000. CAPITAL DISTRIBUTION FROM SUBS 76,655,794. DEEMED DISTRIBUTION FROM CFC NOT ON BOOKS -4,292,605. NET UNREALIZED GAINS OR LOSSES ON INVESTMENTS -76,159,334. PARTNERSHIP INCOME TAX < BOOK 31,213. RECLASS OF INTERCOMPANY BALANCES TO EQUITY 328,894,021. SUBPART F INCOME NOT ON BOOKS -2,128,053. UNFUNDED PENSION LIABILITY -172,633,902. EXCESS FAIR VALUE ON SUBSIDIARY ACQUISITIONS - ASC 958-805 202,200,000. NET SEC. 351 TRANSFER TO SUB -7,655,794. TOTAL TO FORM 990, PART XI, LINE 5: 126,711,340.
  SECTION 1.351-3(A) TRANSFEROR STATEMENT STATEMENT PURSUANT TO IRC REGULATION SECTION 1.351-3(A) BY SENTARA HEALTHCARE 52-1271901, A SIGNIFICANT TRANSFEROR. THE TRANSFER TOOK PLACE ON AUGUST 4, 2011. PROPERTY PROVIDED TO THE TRANSFEREE: TRANSFEREE NAME - SENTARA ENTERPRISES TRANSFEREE ID # - 54-1917649 DESCRIPTION OF PROPERTY - SENTARA INDEPENDENCE PROPERTY 800 INDEPENDENCE BLVD. VIRGINIA BEACH, VA 23455 COST OR ADJUSTED BASIS - $7,655,794 FAIR MARKET VALUE - $7,655,794
NUMBER OF EMPLOYEES REPORTED ON FORM W-3 FORM 990, PART I LINE 5 AND PART V LINE 2A THE ORGANIZATION IS THE 501(C)(3) SOLE MEMBER OR SHAREHOLDER OF SEVERAL OTHER ORGANIZATIONS FOR WHICH IT ACTS AS COMMON PAY AGENT AND ISSUES ALL FORM W-2S. SINCE THE ORGANIZATION HAS NO REPORTING MECHANISM TO DETERMINE W-2S ATTRIBUTABLE SOLELY TO THE ORGANIZATION, THE NUMBER REPORTED REPRESENTS THE AVERAGE NUMBER OF THE ORGANIZATION'S EMPLOYEES PAID DURING EACH PAYROLL CYCLE IN 2011; WHICH APPROXIMATES THE NUMBER OF W-2S ISSUED BY THE ORGANIZATION ON ITS OWN BEHALF.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2011

Additional Data


Software ID:  
Software Version:  
SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" to Form 990, Part IV, line 33, 34, 35, 36, or 37.
MediumBulletAttach to Form 990. MediumBullet See separate instructions.

OMB No. 1545-0047
2011
Open to Public Inspection
Name of the organization
SENTARA HEALTHCARE
 
Employer identification number

52-1271901
Part I
Identification of Disregarded Entities (Complete if the organization answered "Yes" on Form 990, Part IV, line 33.)
(a)
Name, address, and EIN of disregarded entity


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Total income
(e)
End-of-year assets


 		(f)
Direct controlling
entity

















Part II
Identification of Related Tax-Exempt Organizations (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.)
(a)
Name, address, and EIN of related organization


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Exempt Code section
(e)
Public charity status
(if section 501(c)(3))

 		(f)
Direct controlling
entity

 		(g)
Section 512(b)(13) controlled organization
Yes No
(1) SENTARA PRINCESS ANNE HOSPITAL

6015 POPLAR HALL DRIVE

NORFOLK,VA23502
52-1277419 		HEALTH CARE VA 501(C)(3) LN3_HOSPITALCOOPINSE SENTARA HOSPITALS
 
Yes
 
(2) SENTARA HOSPITALS

6015 POPLAR HALL DRIVE

NORFOLK,VA23502
54-1547408 		HEALTH CARE VA 501(C)(3) LN3_HOSPITALCOOPINSE SENTARA HEALTHCARE
 
Yes
 
(3) SENTARA MEDICAL GROUP

6015 POPLAR HALL DRIVE

NORFOLK,VA23502
54-1217184 		HEALTH CARE VA 501(C)(3) LN9_MORETHAN30PCTCON SENTARA HEALTHCARE
 
Yes
 
(4) SENTARA ENTERPRISES

6015 POPLAR HALL DRIVE

NORFOLK,VA23502
54-1917649 		HEALTH CARE VA 501(C)(3) LN9_MORETHAN30PCTCON SENTARA HEALTHCARE
 
Yes
 
(5) SENTARA LIFE CARE CORP

6015 POPLAR HALL DRIVE

NORFOLK,VA23502
54-1217183 		HEALTH CARE VA 501(C)(3) LN9_MORETHAN30PCTCON SENTARA HEALTHCARE
 
Yes
 
(6) MPB INC

6015 POPLAR HALL DRIVE

NORFOLK,VA23502
54-1346393 		TITLE HOLDING COMPANY VA 501(C)(2)   SENTARA ENTERPRISES
 
Yes
 
(7) OPTIMA HEALTH PLAN

6015 POPLAR HALL DRIVE

NORFOLK,VA23502
54-1283337 		HMO VA 501(C)(3) 11A - I SENTARA HEALTHCARE
 
Yes
 
(8) POTOMAC HOSPITAL CORP OF PRINCE WILLIAM

6015 POPLAR HALL DRIVE

NORFOLK,VA23502
54-0853898 		HEALTH CARE VA 501(C)(3) LN3_HOSPITALCOOPINSE SENTARA HEALTHCARE
 
Yes
 
(9) ROCKINGHAM MEMORIAL HOSPITAL

2010 HEALTH CAMPUS DRIVE

HARRISONBURG,VA22801
54-0506331 		HEALTH CARE VA 501(C)(3) LN3_HOSPITALCOOPINSE SENTARA HEALTHCARE
 
Yes
 
(10) VALLEY WELLNESS CENTER

501 STONE SPRING ROAD

HARRISONBURG,VA22801
52-1309257 		PREVENTATIVE HEALTH/REHAB VA 501(C)(3) LN9_MORETHAN30PCTCON ROCKINGHAM MEMORIAL HOSPITAL
 
Yes
 
(11) MJH FOUNDATION

500 MARTHA JEFFERSON DRIVE

CHARLOTTESVILLE,VA22911
54-1401357 		INVEST/MGT SVCS FOR MARTHA JEFFERSON HOSPITAL VA 501(C)(3) 11A - I MARTHA JEFFERSON HOSPITAL
 
Yes
 
(12) MARTHA JEFFERSON HOSPITAL FOUNDATION

500 MARTHA JEFFERSON DRIVE

CHARLOTTESVILLE,VA22911
30-0041113 		FUNDRAISING VA 501(C)(3) 11A - I MARTHA JEFFERSON HOSPITAL
 
Yes
 
(13) MARTHA JEFFERSON HOSPITAL

500 MARTHA JEFFERSON DRIVE

CHARLOTTESVILLE,VA22911
54-0261840 		HEALTH CARE VA 501(C)(3) LN3_HOSPITALCOOPINSE SENTARA HEALTHCARE
 
Yes
 
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2011
Schedule R (Form 990) 2011
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.)
(a)
Name, address, and EIN of
related organization



 		(b)
Primary activity




 		(c)
Legal
domicile
(state or foreign
country)


 		(d)
Direct controlling
entity



 		(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




 		(g)
Share of end-of-year
assets



 		(h)
Disproprtionate allocations?




 		(i)
Code V—UBI
amount in box 20 of
Schedule K-1
(Form 1065)
 		(j)
General or
managing
partner?



 		(k)
Percentage
ownership
Yes No Yes No
(1) MANAGEMENT SERVICES LLC

814 GREENBRIER CIRCLE
CHESAPEAKE,VA23320
54-1365012 		HLTH MGT SV VA SVI
  		EXCLUDED 7,879 237,107   No     No 40.000 %
(2) MANAGEMENT SERVICES LLC

814 GREENBRIER CIRCLE
CHESAPEAKE,VA23320
54-1365012 		HLTH MGT SV VA SH
  		EXCLUDED 3,940 118,557   No     No 20.000 %
(3) OBICI REAL ESTATE HOLDINGS LLC

6015 POPLAR HALL DRIVE
NORFOLK,VA23502
26-1749881 		RE RENTAL VA SH
  		RELATED 78,688 3,512,356   No     No 58.320 %
(4) PRINCESS ANNE AMB SURG MGT LLC

1975 GLENN MITCHELL STE 300
VA BEACH,VA23456
20-4920880 		HEALTH CARE VA SH
  		RELATED 950,234 2,477,698   No     No 53.320 %
(5) VA BEACH AMBULATORY SURGERY CENTER

1700 WILL O WISP DRIVE
VA BEACH,VA23454
54-1448218 		HEALTH CARE VA SH
  		RELATED 1,021,699 2,928,885   No     No 45.000 %
(6) VA BEACH AMBULATORY SERVICE CENTER

1700 WILL O WISP DRIVE
VA BEACH,VA23454
54-1448218 		HEALTH CARE VA CHS
  		RELATED 113,522 325,647   No     No 5.000 %
(7) AMER HEALTH EVAL CTR-WMSBG LLC

739 THIMBLE SHOALS STE 105
NEWPORT NEWS,VA23606
26-3761741 		HEALTH CARE VA SVI
  		UNRELATED -386,425 117,801   No     No 35.000 %
(8) CANCER CENTERS OF VA LLC

5900 LAKE WRIGHT DRIVE
NORFOLK,VA23502
20-1338518 		HEALTH CARE VA SH
  		RELATED -374,979 7,503,986   No     No 50.000 %
(9) HAMPTON ROADS LITHOTRIPSY LLC

225 CLEARFIELD AVE
VIRGINIA BEACH,VA23462
20-0942600 		HEALTH CARE VA SVI
  		UNRELATED 466,975 164,568   No     No 33.330 %
(10) HEALTHCARE PERFORMANCE IMPROVEMENT LLC

5041 CORPORATE WOODS DR STE 180
VIRGINIA BEACH,VA23462
20-4024074 		CONSULTING VA SVI
  		UNRELATED 373,059 822,176   No     No 39.600 %
(11) RADIOLOGY SERVICES OF HAMPTON ROADS LC

814 GREENBRIER CIRCLE STE L
CHESAPEAKE,VA23320
54-1774472 		HEALTH CARE VA SH
  		UNRELATED 414,405 1,296,384   No     No 25.000 %
(12) RADIOLOGY SERVICES OF HAMPTON ROADS LC

814 GREENBRIER CIRCLE STE L
CHESAPEAKE,VA23320
54-1774472 		HEALTH CARE VA SE
  		UNRELATED 414,405 1,296,384   No     No 25.000 %
(13) SENTARA OBICI AMBULATORY SURGERY LLC

2750 GODWIN BLVD
SUFFOLK,VA23434
26-0144898 		HEALTH CARE VA SH
  		RELATED 259,646 1,037,149   No     No 56.470 %
(14) ST LUKES PROPERTIES LLC

6015 POPLAR HALL DRIVE
NORFOLK,VA23502
27-2774684 		MOB RENTAL VA SE
  		RELATED -127,597 692,459   No     No 70.000 %
(15) POTOMAC INOVA HEALTHCARE ALLIANCE LLC

8110 GATEHOUSE RD STE 400W
FALLS CHURCH,VA22042
54-1802733 		HEALTHCARE VA PHC
  		RELATED 834,001 2,691,593   No     No 50.000 %
(16) CAREPLEX WEST LLC

18000 W SARAH LANE STE 250
BROOKFIELD,WI53045
20-2738977 		RENTAL RE WI SVI
  		UNRELATED -104,896 6,068,279 Yes       No 57.980 %
(17) PORT WARWICK II LLC

18000 WEST SARAH LANE STE 250
BROOKFIELD,WI53045
20-2739075 		RENTAL RE WI SVI
  		UNRELATED 66,276 4,975,000 Yes       No 100.000 %
(18) ORTHOPAEDIC HOSPITAL MANAGEMENT LLC

3000 COLISEUM DRIVE
HAMPTON,VA23666
27-4185117 		MGT SVCS VA SH
  		RELATED 103,247 47,562   No     No 40.000 %
(19) CAREPLEX ORTHOPAEDIC ASC LLC

3000 COLISEUM DRIVE
HAMPTON,VA23666
27-1867311 		HEALTH CARE VA SH
  		RELATED -345,479 2,251,281   No     No 50.000 %
(20) PORT WARWICK III LLC

18000 WEST SARAH LANE STE 250
BROOKFIELD,WI53045
61-1499371 		RENTAL RE WI SVI
  		UNRELATED 28,337 3,264,617 Yes       No 100.000 %
(21) MARTHA JEFFERSON OSC LLC

595 MARTHA JEFFERSON DR
CHARLOTTESVILLE,VA22911
11-3656095 		HEALTH CARE VA MJH
  		RELATED 992,153 1,511,085   No     No 51.840 %
(22) VALIANCE HEALTH LLC

3190 PEOPLES DRIVE
HARRISONBURG,VA22801
54-1866081 		HEALTH CARE VA RMH
  		RELATED 1,368,105 2,054,532   No     No 33.340 %
(23) PHYSICAL THERAPY ACACLLC

501 ALBEMARLE SQUARE
CHARLOTTESVILLE,VA22901
26-0080717 		HEALTH CARE VA MJME
  		UNRELATED 122,296 293,303   No     No 50.000 %
Part IV
Identification of Related Organizations Taxable as a Corporation or Trust (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.)
(a)
Name, address, and EIN of related organization



 		(b)
Primary activity



 		(c)
Legal domicile
(state or
foreign
country)
 		(d)
Direct controlling
entity


 		(e)
Type of entity
(C corp, S corp,
or trust)

 		(f)
Share of total income



 		(g)
Share of
end-of-year
assets

 		(h)
Percentage
ownership
(1) SENTARA HOLDINGS INC
6015 POPLAR HALL DRIVE
NORFOLK,VA23502
54-1555638 		HOLDING COMPANY VA SENTARA HEALTHCARE
  		C   4,440,710 100.000 %
(2) SENTARA HEALTH PLANS INC
6015 POPLAR HALL DRIVE
NORFOLK,VA23502
52-2368125 		TPA VA SENTARA HOLDINGS INC
  		C 7,332,758 64,863,428 100.000 %
(3) OPTIMA HEALTH GROUP
6015 POPLAR HALL DRIVE
NORFOLK,VA23502
54-1473382 		HMO VA SENTARA HEALTH PLANS INC
  		C -11,644 2,518,056 100.000 %
(4) OPTIMA HEALTH INSURANCE COMPANY
6015 POPLAR HALL DRIVE
NORFOLK,VA23502
54-1642752 		HEALTH INSURANCE VA SENTARA HEALTH PLANS INC
  		C 216,914,226 65,352,341 100.000 %
(5) OPTIMA BEHAVIORAL HEALTH SERVICES
6015 POPLAR HALL DRIVE
NORFOLK,VA23502
62-1382666 		MENTAL HEALTH SVCS VA SENTARA HEALTH PLANS INC
  		C 32,884,897 3,746,471 100.000 %
(6) SENTARA VENTURES INC
6015 POPLAR HALL DRIVE
NORFOLK,VA23502
54-1688615 		HOLDING COMPANY VA SENTARA HOLDINGS INC
  		C 13,036,472 19,378,557 100.000 %
(7) SMG INNOVATIONS INC
6015 POPLAR HALL DRIVE
NORFOLK,VA23502
20-3730331 		HEALTH CARE VA SENTARA MEDICAL GROUP
  		C 5,754,435 1,195,516 100.000 %
(8) SENTARA OBICI PROFESSIONAL CENTER
6015 POPLAR HALL DRIVE
NORFOLK,VA23502
54-1445865 		RE RENTAL VA SENTARA HOLDINGS INC
  		C   2,032,244 100.000 %
(9) SENTARA OBICI MED MGT SERVICES
6015 POPLAR HALL DRIVE
NORFOLK,VA23502
54-1020941 		HEALTH CARE VA SEN OBICI PROF CTR
  		C   48,825 100.000 %
(10) POTOMAC VENTURES CORP
6015 POPLAR HALL DRIVE
NORFOLK,VA23502
54-1441420 		PHARMACY VA POTOMAC HOSPITAL CORP
  		C 243,315 1,977,912 100.000 %
(11) ROCKINGHAM HEALTH SERVICES INC
2010 HEALTH CAMPUS DRIVE
HARRISONBURG,VA22801
54-1721387 		CONTRACTING SVCS VA ROCKINGHAM MEMORIAL HOSPITAL
  		C     100.000 %
(12) MARTHA JEFFERSON MEDICAL ENTERPRISES INC
630 PETER JEFFERSON PARKWAY
CHARLOTTESVILLE,VA22911
54-1841528 		MEDICAL BILLING SVCS VA MARTHA JEFFERSON HOSPITAL
  		C 903,729 391,694 100.000 %
Schedule R (Form 990) 2011
Schedule R (Form 990) 2011
Page 3
Part V
Transactions With Related Organizations (Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35, 35A, or 36.)
Note. Complete line 1 if any entity is listed in Parts II, III or IV.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest (ii) annuities (iii) royalties (iv) rent from a controlled entity . . . . . . . . . . . . . . . . . . . . . . .
1a
Yes
 
b Gift, grant, or capital contribution to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1b
Yes
 
c Gift, grant, or capital contribution from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1c
Yes
 
d Loans or loan guarantees to or for related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1d
Yes
 
e Loans or loan guarantees by related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1e
 
No
f Sale of assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1f
 
No
g Purchase of assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1g
 
No
h Exchange of assets with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1h
 
No
i Lease of facilities, equipment, or other assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1i
 
No
j Lease of facilities, equipment, or other assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . .
1j
Yes
 
k Performance of services or membership or fundraising solicitations for related organization(s) . . . . . . . . . . . . . . . . . . . .
1k
Yes
 
l Performance of services or membership or fundraising solicitations by related organization(s) . . . . . . . . . . . . . . . . . . . .
1l
Yes
 
m Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) . . . . . . . . . . . . . . . . . . . . .
1m
Yes
 
n Sharing of paid employees with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1n
Yes
 
o Reimbursement paid to related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1o
Yes
 
p Reimbursement paid by related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1p
Yes
 
q Other transfer of cash or property to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1q
Yes
 
r Other transfer of cash or property from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1r
Yes
 
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of other organization 		(b)
Transaction
type(a-r) 		(c)
Amount involved 		(d)
Method of determining amount involved
(1) PRINCESS ANNE ASC

 P 153,656 CORP BOOKS/REC
(2) OBICI ASC

 P 207,365 CORP BOOKS/REC
(3) ROCKINGHAM MEMORIAL HOSPITAL

 B 6,000,000 CORP BOOKS/REC
(4) ROCKINGHAM MEMORIAL HOSPITAL

 D 85,000,000 CORP BOOKS/REC
(5) ROCKINGHAM MEMORIAL HOSPITAL

 A 41,103 CORP BOOKS/REC
(6) MARTHA JEFFERSON HOSPITAL

 Q 16,100,000 CORP BOOKS/REC
(7) MJH FOUNDATION

 B 1,000,000 CORP BOOKS/REC
(8) SENTARA PRINCESS ANNE HOSPITAL

 A 3,492,213 CORP BOOKS/REC
(9) SENTARA PRINCESS ANNE HOSPITAL

 P 34,727,524 CORP BOOKS/REC
(10) SENTARA PRINCESS ANNE HOSPITAL

 D 159,232,795 CORP BOOKS/REC
(11) SENTARA PRINCESS ANNE HOSPITAL

 K 6,861,917 CORP BOOKS/REC
(12) SENTARA HOSPITALS

 C 449,078,390 CORP BOOKS/REC
(13) SENTARA HOSPITALS

 K 29,730,123 CORP BOOKS/REC
(14) SENTARA HOSPITALS

 L 1,212,206 CORP BOOKS/REC
(15) SENTARA HOSPITALS

 M 469,621 CORP BOOKS/REC
(16) SENTARA HOSPITALS

 O 202,805 CORP BOOKS/REC
(17) SENTARA HOSPITALS

 P 70,485 CORP BOOKS/REC
(18) SENTARA HEALTH PLANS INC

 Q 664,423 CORP BOOKS/REC
(19) SENTARA HOSPITALS

 R 1,640,137,847 CORP BOOKS/REC
(20) POTOMAC HOSPITAL CORP OF PRINCE WILLIAM

 K 188,621 CORP BOOKS/REC
(21) POTOMAC HOSPITAL CORP OF PRINCE WILLIAM

 N 654,847 CORP BOOKS/REC
(22) POTOMAC HOSPITAL CORP OF PRINCE WILLIAM

 P 267,956 CORP BOOKS/REC
(23) POTOMAC HOSPITAL CORP OF PRINCE WILLIAM

 Q 6,056,450 CORP BOOKS/REC
(24) POTOMAC HOSPITAL CORP OF PRINCE WILLIAM

 R 126,185,030 CORP BOOKS/REC
(25) SMG INNOVATIONS INC

 P 817,756 CORP BOOKS/REC
(26) SENTARA MEDICAL GROUP

 B 87,686,967 CORP BOOKS/REC
(27) SENTARA MEDICAL GROUP

 C 2,470,471 CORP BOOKS/REC
(28) SENTARA MEDICAL GROUP

 K 6,988,094 CORP BOOKS/REC
(29) SENTARA MEDICAL GROUP

 L 145,196 CORP BOOKS/REC
(30) SENTARA MEDICAL GROUP

 N 93,930 CORP BOOKS/REC
(31) SENTARA MEDICAL GROUP

 R 218,892,152 CORP BOOKS/REC
(32) SENTARA ENTERPRISES

 B 8,678,320 CORP BOOKS/REC
(33) SENTARA ENTERPRISES

 C 29,436,257 CORP BOOKS/REC
(34) SENTARA ENTERPRISES

 K 8,523,608 CORP BOOKS/REC
(35) SENTARA ENTERPRISES

 O 548,097 CORP BOOKS/REC
(36) SENTARA ENTERPRISES

 P 751,614 CORP BOOKS/REC
(37) SENTARA ENTERPRISES

 Q 7,719,908 CORP BOOKS/REC
(38) SENTARA ENTERPRISES

 R 104,477,610 CORP BOOKS/REC
(39) MPB INC

 B 7,912,432 CORP BOOKS/REC
(40) MPB INC

 J 94,148 CORP BOOKS/REC
(41) SENTARA LIFE CARE CORP

 C 17,928,256 CORP BOOKS/REC
(42) SENTARA LIFE CARE CORP

 K 4,796,806 CORP BOOKS/REC
(43) SENTARA LIFE CARE CORP

 R 78,201,045 CORP BOOKS/REC
(44) OPTIMA HEALTH PLAN

 R 69,000,000 CORP BOOKS/REC
(45) SENTARA HOLDINGS INC

 B 15,000,000 CORP BOOKS/REC
(46) SENTARA HEALTH PLANS INC

 K 13,056,753 CORP BOOKS/REC
(47) SENTARA HEALTH PLANS INC

 L 4,492,528 CORP BOOKS/REC
(48) SENTARA HEALTH PLANS INC

 M 110,341 CORP BOOKS/REC
(49) SENTARA HEALTH PLANS INC

 N 873,619 CORP BOOKS/REC
(50) SENTARA HEALTH PLANS INC

 O 67,707 CORP BOOKS/REC
(51) SENTARA HEALTH PLANS INC

 P 18,982,985 CORP BOOKS/REC
Schedule R (Form 990) 2011
Schedule R (Form 990) 2011
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership (Complete if the organization answered "Yes" on Form 990, Part IV, line 37.)
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity 		(b)
Primary activity 		(c)
Legal domicile
(state or foreign
country) 		(d)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(e)
Are all
partners
section
501(c)(3)
organizations? 		(f)
Share of total income




 		(g)
Share of
end-of-year
assets 		(h)
Disproprtionate allocations? 		(i)
Code V—UBI
amount in box
20 of Schedule K-1
(Form 1065) 		(j)
General or
managing
partner? 		(k)
Percentage
ownership
Yes No Yes No Yes No






























Schedule R (Form 990) 2011
Schedule R (Form 990) 2011
Page 5
Part VII
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule R (see instructions).
Identifier Return Reference Explanation
Additional Data


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