Form990
Click to see attachment
Department of the TreasuryInternal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private
foundations)
MediumBullet Do not enter social security numbers on this form as it may be made public.
MediumBullet Information about Form 990 and its instructions is at www.IRS.gov/form990.
OMB No. 1545-0047
2015
Open to Public Inspection
A For the 2015 calendar year, or tax year beginning 01-01-2015 , and ending 12-31-2015
BCheck if applicable:
CName of organization
INOVA HEALTH CARE SERVICES
 
 
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
8110 GATEHOUSE ROAD SUITE 400W
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
FALLS CHURCH, VA22042
D Employer identification number

54-0620889
E Telephone number

G Gross receipts $ 2,427,037,628
F Name and address of principal officer:
J Knox Singleton
8110 GATEHOUSE ROAD SUITE 400W
FALLS CHURCH,VA22042
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
INOVA.ORG
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:  
L Year of formation: 1956
M State of legal domicile: VA
Part I
Summary
Activities  & Governance 1 Briefly describe the organization’s mission or most significant activities: Inova Health Care Services (IHCS)mission is to maintain and operate hospitals and perform other activities dedicated to providing quality care and improving the health of the diverse communities it serves. To achieve this goal, Inova works in partnership with other organizations, spearheading numerous community health improvement projects.
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 2015 (Part V, line 2a) ...... 5 15,313
6 Total number of volunteers (estimate if necessary) ............. 6 2,595
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 1,728,054
b Net unrelated business taxable income from Form 990-T, line 34 ......... 7b 0
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 17,906,198 18,024,509
9 Program service revenue (Part VIII, line 2g) ......... 2,153,984,216 2,318,735,608
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... -11,256,062 -7,361,700
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 83,567,150 75,694,095
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 2,244,201,502 2,405,092,512
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 0 0
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) 1,000,484,267 1,124,455,739
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet0    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 1,068,543,847 1,109,154,209
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 2,069,028,114 2,233,609,948
19 Revenue less expenses. Subtract line 18 from line 12....... 175,173,388 171,482,564
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 4,121,899,625 4,395,162,498
21 Total liabilities (Part X, line 26)............. 2,099,090,130 2,178,566,764
22 Net assets or fund balances. Subtract line 21 from line 20..... 2,022,809,495 2,216,595,734
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
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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 MediumBullet
Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ..........
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y Form 990 (2015)
Form 990 (2015)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III ..............
1
Briefly describe the organization’s mission: IHCS was specifically chartered for the purpose of serving the health care needs of the community by establishing, maintaining, and operating hospital facilities, programs, and other shared service arrangements; carrying on health-related education activities; promoting and carrying on health-related scientific research; and engaging in activities designed and carried on to promote the general health of the community. IHCS includes a centralized System Office and the various unincorporated and incorporated subsidiaries which are described below.The unincorporated subsidiaries of IHCS include: Inova Fairfax Hospital, Inova Mount Vernon Hospital, Inova Fair Oaks Hospital, Inova Alexandria Hospital, ACCESS of Reston, ACCESS of Fairfax, Inova Research Center, Assisted Living Facilities, Inova Physical Rehabilitation Services, Inova Urgent Care Centers, Inova Employee Assistance, and Behavioral Health and Addiction Treatment.
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 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 $ 1,863,752,360 including grants of $   ) (Revenue $ 2,387,223,372 )
Inova Health Care Services (IHCS) is part of the Inova Health System whose mission is to serve the needs of the community by establishing, maintaining, and operating hospital facilities, programs, and other shared service arrangements; carrying on health-related education activities; promoting and carrying on health-related scientific research; and engaging in activities designed and carried on to promote the general health of the community. IHCS includes a centralized System Office and the various unincorporated and incorporated subsidiaries which are described below.The unincorporated subsidiaries of IHCS include: Inova Fairfax Hospital, Inova Mount Vernon Hospital, Inova Fair Oaks Hospital, Inova Alexandria Hospital, ACCESS of Reston, ACCESS of Fairfax, Inova Research Center, Assisted Living Facilities, Inova Physical Rehabilitation Services, Inova Urgent Care Centers, Inova Employee Assistance, and Behavioral Health and Addiction Treatment.PROGRAM SERVICESAcute care services are provided on three campuses in Fairfax County and one campus in the City of Alexandria in Virginia. Services provided include emergency and trauma facilities, inpatient and outpatient services, and a variety of ancillary and specialized services. During 2015 IHCS admissions and observations cases totaled 111,714, outpatient visits totaled 325,056, emergency visits totaled 317,400 (33,863 of the total ER visits were at the Healthplex) and deliveries totaled 16,065. The acute care program services provided by these hospitals are described more fully below. Inova Fairfax Hospital (IFH) campus includes the Inova Heart and Vascular Institute, Inova Women's Hospital, and Inova Fairfax Hospital for Children. The hospital, located in Central Fairfax County is an 833-licensed bed tertiary care hospital providing comprehensive medical and surgical services which include emergency/trauma, cardiac, transplant, cancer, obstetric, pediatric, neonatal, stroke and extensive outpatient services. Inova Fairfax Hospital is the home of northern Virginia's only level one emergency and trauma center and the state-of-the-art Women's and Children's Center. In addition, Inova Fairfax Hospital is a teaching hospital providing clinical training through its medical residency, nursing, and paramedical education programs.Inova Mount Vernon Hospital (IMVH) is a 237-licensed bed acute-care hospital serving southeastern Fairfax County. Inova Mount Vernon provides a full-service, 24-hour emergency department; broad range of diagnostic, medical and surgical services; inpatient psychiatric services; the Dorothea R. Fischer Wound Healing Center and a specialized hyperbaric oxygen therapy program used to treat conditions requiring increased oxygen flow to body tissues (such as grafts and certain types of burns). The hospital operates the Inova Center for Rehabilitation, a nationally-known accredited program providing inpatient and outpatient rehabilitative services.Inova Fair Oaks Hospital (IFOH) is a 182-licensed bed general acute care hospital, which opened in 1987 to serve the growing communities in western Fairfax County, Virginia. Inova Fair Oaks provides a full-service 24-hour emergency department; a spectrum of diagnostic services and treatment including full-body CT scanning, open MRI and radiation cancer services; inpatient medical and surgical services; obstetrics and pediatric services; and comprehensive outpatient services including outpatient surgery, physical medicine, wound care and rehabilitation. Inova Fair Oaks Hospital is home to a designated Bariatric Surgery Center of Excellence. Inova Alexandria Hospital (IAH) is a 318-licensed bed general acute care hospital, which opened on January 23, 1873. IAH provides a spectrum of diagnostic services, including full-body CT scanning, MRI, and a cardiac catheterization laboratory; a variety of inpatient medical, surgical, and orthopedic services; comprehensive outpatient services, including outpatient surgery, physical medicine, and rehabilitation; and a 24-hour emergency department as well as the Springfield Healthplex, a free standing emergency facility. In addition, specialized obstetric and pediatric services are provided by the hospital's Maternal and Infant Health Center and a children's unit. Specific acute care programs include:Cardiovascular Care: The Inova Heart and Vascular Institute at IFH is the region's first dedicated heart hospital. It houses 156 inpatient beds, six cardiovascular operating rooms, an 11-room cardiac catheterization and electrophysiology suite, chest pain unit, 64-slice CT scanner and other diagnostic testing, outpatient clinics, cardiac rehabilitation and educational facilities. Specialty programs include pediatric cardiac surgery, arterial fibrillation, valve disease and heart failure. The Inova Heart and Vascular Institute at IAH houses ten inpatient beds, two cardiovascular operating rooms, one cardiac catheterization lab, one electrophysiology lab, three interventional radiology labs, one minor procedure room, outpatient clinics, cardiac rehabilitation and educational facilities. Women's Health: The Inova Women's Health program is the largest such program in the Mid-Atlantic region, providing services for over 16,000 births each year. Obstetric services provided include delivery services, high risk prenatal services, inpatient and outpatient obstetrics/gynecologic surgery, and regular and specialty nursery care. IFH provides obstetric services to low-income patients through the InovaCares Clinic for Women with 34,917 visits in 2015. In addition, IAH works with the Casey Clinic, a State health clinic jointly funded by the State of Virginia, City of Alexandria and the Alexandria Health Department, providing obstetric services to low-income patients.Pediatrics: The Inova Fairfax Hospital for Children (IFHC) is Northern Virginia's regional pediatric referral center with 112 licensed acute care beds and more than 25 sub-specialties including pediatric emergency and trauma care, critical care, infectious disease, pulmonary disease, cardiac surgery, hematology and oncology, neonatology, physical medicine & rehabilitation and speech & hearing therapy. The Fairfax facility includes Northern Virginia's only Level III (highest level) newborn intensive care unit, which is staffed around the clock by neonatology physicians and nurses specially trained in caring for premature and other newborns with medical complications. As of December 31, 2015, total NICU bassinets numbered 85. Inova Fairfax Hospital operates the only pediatric intensive care unit in northern Virginia, providing 24-hour coverage for children with life-threatening illnesses or injuries. Inova Fairfax Hospital also has 20 dedicated pediatric emergency room treatment bays, a dedicated hematology/oncology unit and two dedicated operating rooms for pediatric heart surgeries. Inova Fairfax Hospital for Children (IFHC) provides a primary care medical home for children of low income families that are uninsured or on Medicaid through the InovaCares Clinic for Children which in 2015 provided 23,766 visits at an unreimbursed cost of just under $800,000.Cancer Care: Inova Cancer Services ("ICS") operates full-service cancer centers at Fairfax Hospital, Alexandria Hospital, and Fair Oaks Hospital. Fairfax Hospital is designated by the American College of Surgeons Commission on Cancer as a Teaching Hospital Cancer Program, and Alexandria Hospital has a Community Hospital Comprehensive Cancer Program designation. Other System Hospitals meet the American College of Surgeons Community Hospital Cancer Program standards. The System maintains several programs dedicated to different types of cancer, cancer care and cancer risk assessment, including the Inova Breast Care Institute, the Cancer Genetic Counseling Program (hereditary conditions), the Center for Advanced Endoscopy (digestive tract), the Center for Interventional Oncology (liver, bile duct and pancreas), the Transplant Center's stem cell and bone marrow transplantation services (lymphoma, leukemia or multiple myeloma), the Thoracic Oncology Program (lung and esophageal cancer), and Life with Cancer (support and education to cancer patients). The Inova Breast Care Institute at Inova Fairfax Hospital and Inova Fair Oaks Hospital is the first in the DC region to earn a three-year accreditation in breast care from the National Accreditation Program for Breast Centers (NAPBC), part of the American College of Surgeons.
4b (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
Research and Education ServicesThe Inova Research Center (IRC), including research and academic activities, is centered on the Inova Fairfax Hospital campus. In 2015, the Inova campus of the Virginia Commonwealth University School of Medicine had a total of 28 third year and 24 fourth year medical students who spent their clerkship years at Inova Fairfax Hospital. In addition, 500 students came to Inova Fairfax Hospital for a four week rotation in 2015. Also located on the Inova campus is the VCU School of Pharmacy which partners with clinicians and practitioners across Inova and Northern Virginia to help educate and train an increasing number of pharmacy students each year. In 2015, nearly 100 third and fourth year pharmacy students completed didactic and experiential learning experiences across Northern Virginia with the Inova Health System. Pharmacy practitioners precepted nearly 150 Introductory Pharmacy Practice Experiences (IPPEs) and Advanced Pharmacy Practice Experiences (APPEs), with the majority of students from VCU and a smaller contingent from Shenandoah, Butler and the Massachusetts College of Pharmacy.In addition, there are pharmacy post-graduate training opportunities offered at both Inova Fairfax Hospital and Inova Alexandria Hospital. Inova Fairfax Hospital offers 4 PGY-1 Pharmacy Practice Residency positons, as well as a PGY-2 Emergency Medicine Pharmacy Residency position. Inova Alexandria offers 2 PGY-1 Pharmacy Practice Residency positions.The Claude Moore Health Education Center on the campus of Inova Fairfax Hospital features 11,000 square feet of space dedicated to the educational needs of medical and nursing students as well as residents and fellows. This state-of-the-art center includes both medical and surgical simulation centers, enabling students to learn through hands-on experience. The Center also features a dedicated research floor to support the extensive activities of the Inova Research Center, where there are numerous active clinical trials, ongoing translational research and outcomes projects, many in partnership with universities and other research entities. The unreimbursed cost of these programs in 2015 was $9.3 million. Inova Translational Medicine InstituteIn 2010, the Inova Translational Medicine Institute (ITMI), a not-for-profit research institute was created for research activities related to the innovative field of personalized medicine. Personalized medicine is a medical model that emphasizes the customization of healthcare to individual patients. It involves the use of genetic information about an individual patient. In 2011, ITMI collaborated with physicians from Fairfax Neonatal Associates to investigate the genetic causes of pre-term delivery. Findings were used to build a reference database of genomic and clinical information which will empower clinical genomic discovery. In 2015, approximately $32.4 million was provided in operational support for ITMI. Inova Fairfax Hospital's medical education programs offer a variety of clinical training objectives for medical residents and students, nursing and pharmacy. Inova Fairfax Hospital's residency program has approximately 705 Residents/Fellows trained throughout the year, and 552 Medical Students. Residents and students are primarily from Inova Fairfax Hospital, Georgetown and George Washington Universities. As a teaching facility, Inova Fairfax Hospital incurs typical, additional expenses associated with teaching facilities including physician teaching costs and resident salaries, the cost of maintaining higher levels of technology required to support a teaching program and charges resulting from extra tests ordered for instructional purposes. The unreimbursed cost of these programs in 2015 was $13.6 million.
4c (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
(Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
Each year, IHCS designates funds for the development and continuation of identified, accessible direct care programs and services benefiting those most in need in the community. Many of these programs and services are not billed to the patient or are provided at a fee structure below the actual cost of the service. In addition to providing the direct care subsidized service, Inova also provides disease-prevention programs, health and exercise classes, health education and health screenings and other programs within the community in support of the IHCS mission. In 2015, Inova provided over 204,000 people with health education, prevention and wellness programs, health fairs and screenings, and clinically related services resulting in over 182,000, visits for direct health care services at an unreimbursed cost of approximately $17.3 million. These services and programs are described below.InovaCares Clinic for Women and ChildrenThe InovaCares Clinic for Women was created in 1960 to serve the uninsured women of Fairfax County, offering a wide range of OB/GYN services for those in need. InovaCares Clinic for Women is a service offered to the community in collaboration with the Fairfax County Health Department, serving uninsured and low-income patients up to 300% of the Federal Poverty Level (FPL). The Clinic for Women provides comprehensive outpatient obstetrical services, gynecological care, diabetes management, case management, non-stress testing, LEEP and colonoscopy procedures, cryosurgery, and nutritional counseling - all at little to no cost to the patient. In addition, the Clinic for Women runs a high risk obstetrics clinic and a gynecology clinic. In 2015, the InovaCares Clinic for Women had 34,917 visits.The InovaCares Clinic for Children was created in 1993 as a response to the inability of uninsured or Medicaid mothers to secure an affordable medical home for their children. The mission of the Clinic for Children is to provide a full service medical home for pediatric patients between zero and 21 years of age. The Clinic for Children provides comprehensive pediatric services that includes well-child care, immunizations, episodic care (sick visit), and school/sports physicals, immunizations, and nutritional counseling. In 2015, the InovaCares Clinics for Children provided 23,766 visits and is a recognized NCQA level 3 Patient-Centered Medical Home.Inova Alexandria Hospital OB ClinicIAH donates space on the campus to the Casey Clinic, a community health center funded by the State of Virginia, Alexandria Health Department and the City Of Alexandria to provide primary healthcare services to low-income and uninsured children and adults that are residents of the City of Alexandria. IAH funds the clinic physicians who provide OB patient prenatal examinations and delivery at Inova Alexandria Hospital. Inova Juniper Program, HIV Clinical and Education ServicesInova Juniper Program (IJP) provides outpatient primary medical care, mental health therapy, substance abuse treatment, pharmaceutical assistance, nutritional counseling and medical case management services to 1,638 persons living with HIV disease in the suburban Virginia region. To maximize accessibility for clients, services are provided at the main location in Fairfax, as well as six satellite clinics (Dumfries, Manassas, Mt. Vernon, Arlington/Falls Church, Leesburg, and Herndon), hospitals, homes and other community locations throughout the region. The Inova Juniper Program Arlington clinic relocated to Falls Church in 2015. This relocation brought the clinic closer to a metro stop, making it much more convenient for clients to access. All services offered at the Arlington clinic continue to be offered in Falls Church.Major accomplishments of IJP for 2015 include:Served 1,638 patients, providing 39,167 services.Continues to maintain a 0% HIV transmission rate from pregnant mothers to their newborn babies.Conducted 123 educational programs reaching 1,620 participants, and provided 158 clinical consultations.Successfully implemented seven Virginia Department of Health prevention contracts to develop, implement, and evaluate programs to support, motivate, and educate the public and people living with HIV. Programs are targeted to incarcerated men and women, MSM, youth, and the general population. HIV testing, support groups, and patient navigation services are also provided through the prevention programs.Life with Cancer The mission of Life with Cancer (LWC) is to enhance the quality of life of those individuals in the community affected by cancer. The program addresses the specific needs by providing individual and family counseling, support groups, educational seminars, workshops on cancer diagnosis and treatment, and a full array of complimentary therapies. Life with Cancer is generously supported by our community; therefore all services are available at no charge to residents of the Washington Metropolitan area. In 2015, Life with Cancer offered: 2,075 educational classes, groups, and wellness programs, with 11,685 visits. In addition, 11,531 counseling or consultation sessions were provided by oncology nurse navigators and oncology therapists serving 12,513 people. Programs targeting youth served 3,813 children, teens and parents at 3,480 support & education group sessions, counseling sessions and the Conference for the Pediatric, Adolescent and Young Adult (AYA) Cancer.A total of 714 participated in Hispanic programs which included the 6th Annual Hispanic Survivorship Conference -Spanish language cancer support groups, educational sessions (Tomando Control De Su Salud & Luzca Bien Sientase Major), weekly Zumba classes The Hispanic program coordinators navigated and / or counseled 835 clients during 578 sessions. LWC participated in various other Community Outreach activities reaching almost 2,500 people. A total of 34,628 service hours for 30,970 people in the Northern Virginia area were provided. Lions Eye ClinicAdministered by Inova Health System, the Ophthalmology Clinic provides ophthalmic specialty services to the indigent including treatment of glaucoma, retina, and cataracts. IHS provides a part-time ophthalmologist, an ophthalmic technician, and a receptionist for the clinic. The remaining physicians volunteer their services. In 2015, the clinic had 4,185 visits.Elderlink A cooperative program sponsored with the Fairfax County Area Agency on the Aging and the Alzheimer's Association of Northern Virginia. It provides care management for older adults and their families through assessment and counseling, care planning, and coordination of care giving services. Elderlink had 216 case management cases and a total of 1,758 home visits for all programs during 2015.Inova Center for Wellness and Metabolic HealthThe Inova Center for Wellness and Metabolic Health provides endocrinology medical visits, diabetes education and medical nutrition therapy. Endocrinology visits are provided by a Board Certified Endocrinologist and an experienced Nurse Practitioner. The providers see patients for many endocrine issues and are not limited to diabetes.The Center is recognized by the American Diabetes Association for diabetes education which is provided by Registered Nurses and Registered Dieticians. Staff members are either Certified Diabetes Educators or are in the process of achieving this designation. During 2015 the Centers were able to standardize offerings at all of the sites. It was felt that this would be more convenient for participants and that services would be more accessible for those in need. Center locations include: Fairfax, Fair Oaks, and Leesburg. In 2015, the Inova Centers for Wellness and Metabolic Health provided 5,721 participant visits in Fairfax Centers and another 1,399 at the Loudoun site.IHCS and its subsidiaries provide many other non-billed and below margin patient services. Case management services are provided to the indigent and assistance is provided with financial paperwork. Inova Mount Vernon participates in the Health Information and Claims Assistance Program by providing assistance with health insurance paperwork problems. In addition, home IV therapy services are provided for the indigent. Transportation is provided for some indigent patients to and from IHCS facilities and programs. Inova Fairfax Hospital provides forensic and medical care to abused adults and children as well as blood alcohol testing for area police departments while coordinating the disposition of deaths with various community organizations. Other services include pastoral care, free living accommodations for out-of-town Inova Fairfax Hospital heart and lung transplant patients and their families, and emergency assistance to patients and their families needing medication or transportation.
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet1,863,752,360
Form 990 (2015)
Form 990 (2015)
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 (see instructions)? 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, or have a section 501(h) election in effect during the tax year? 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 for escrow or custodial account liability; 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
 
No
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, line 10?
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 VIIClick to see attachment.......
11b
 
No
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 VIIIClick 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 IXClick 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 XClick 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 XClick to see attachment
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year?
If "Yes," complete Schedule D, Parts XI and XII 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 and XII 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, Parts I and IV.........
14b
 
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV.....
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...
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 I (see instructions) ....
17
 
No
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............
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...................
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....Click to see attachment
20a
Yes
 
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return? Click to see attachment
20b
Yes
 
Form 990 (2015)
Form 990 (2015)
Page 4
Part IV
Checklist of Required Schedules (continued)
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.....
21
 
No
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........
22
 
No
23
Did the organization answer "Yes" to Part VII, Section A, line 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 lines 24b through 24d and complete Schedule K. If “No,” go to line 25a...............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), 501(c)(4), and 501(c)(29) 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
Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons? 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
Yes
 
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 direct or indirect owner? If "Yes," complete Schedule L, Part IV... Click to see attachment
28c
 
No
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
Yes
 
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part 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
 
No
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 ...
35b
 
 
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
 
No
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 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2015)
Form 990 (2015)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V...........
Yes
No
1a
Enter the number reported in Box 3 of Form 1096 Enter -0- if not applicable ..
1a
1,891
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
15,313
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” to line 3b, 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, securities account, or other financial account)? ..
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
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 as charitable contributions? ...
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
 
 
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
 
 
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
 
 
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ..
7f
 
 
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.
Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? .........................
8
 
 
9a
Did the sponsoring organization make any taxable distributions under section 4966?...
9a
 
 
b
Did the sponsoring 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.
See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the 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 amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
Form 990 (2015)
Form 990 (2015)
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 or note to any line 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
1a
20
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
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
 
No
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 this 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
Yes
 
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
Yes
 
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, address, and telephone number of the person who possesses the organization's books and records:
MediumBulletInova Health Care Services8110 Gatehouse Road Suite 400W   Falls Church,VA22042 (703) 289-2433
Form 990 (2015)
Form 990 (2015)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line 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. 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 organization compensated any current officer, director, or trustee.
(A)
Name and Title
(B)
Average hours per week (list any hours for related organizations below dotted line)
(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; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) JKNOX SINGLETON......................................................................
PRESIDENT
35.00
.................
15.00
X   X       0 3,180,656 558,953
(2) CHARLES SMITH......................................................................
CHAIRMAN
3.00
.................
4.00
X   X       0 0 0
(3) JACK EBELER......................................................................
VICE CHAIRMAN
2.00
.................
3.00
X   X       0 0 0
(4) CHARLES BEARD......................................................................
SECRETARY
2.00
.................
 
X   X       0 0 0
(5) PRADEEP NAYAK MD......................................................................
TRUSTEE
2.00
.................
 
X           0 0 0
(6) STEPHEN KELLER MD......................................................................
TRUSTEE
2.00
.................
 
X           0 0 0
(7) HUGO DAVALOS MD......................................................................
TRUSTEE
2.00
.................
 
X           0 0 0
(8) PATRICK RHODES......................................................................
TRUSTEE
2.00
.................
4.00
X           0 0 0
(9) MARK STAVISH......................................................................
TRUSTEE
2.00
.................
4.00
X           0 0 0
(10) ARSHED CHOUDHRY MD......................................................................
TRUSTEE
3.00
.................
2.00
X           0 0 0
(11) ROBERT LAFSKY MD......................................................................
TRUSTEE
2.00
.................
3.00
X           0 0 0
(12) MICHAEL FREY......................................................................
TRUSTEE
2.00
.................
 
X           0 0 0
(13) HOOKS JOHNSTON......................................................................
TRUSTEE
2.00
.................
 
X           0 0 0
(14) GERALD HYLAND......................................................................
TRUSTEE
2.00
.................
 
X           0 0 0
(15) DEAN MOREHOUSE......................................................................
TRUSTEE
2.00
.................
 
X           0 0 0
(16) V BALA SUBRAMANIAN MD......................................................................
TRUSTEE
2.00
.................
 
X           0 0 0
(17) PHIL NOLAN......................................................................
TRUSTEE
2.00
.................
 
X           0 0 0
Form 990 (2015)
Form 990 (2015)
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 (list any hours for related organizations below dotted line)
(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; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) MARK MOORE........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(19) PJ MADDOX PHD........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(20) ROBERT TSIEN........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(21) RICHARD MAGENHEIMER........................................................................
TREASURER
35.00
.......................15.00
    X       0 1,886,593 495,017
(22) JOHN GAUL........................................................................
ASST SECRETARY
35.00
.......................15.00
    X       601,162 0 121,869
(23) MARK STAUDER........................................................................
PRESIDENT, COO
38.00
.......................12.00
    X       0 2,723,958 821,565
(24) PATRICK CHRISTIANSEN........................................................................
EVP CEO IFMC
48.00
.......................2.00
    X       0 931,698 160,822
(25) JOHN NIEDERHUBER........................................................................
CEO ITMI & EVP IHS
40.00
.......................10.00
    X       0 1,829,600 46,515
(26) MARSHALL RUFFIN........................................................................
EVP CTO
40.00
.......................10.00
    X       0 927,815 163,954
(27) LORING FLINT........................................................................
EVP CHIEF MEDICAL OFFICER
40.00
.......................10.00
    X       0 941,132 171,016
(28) SALLY PAULL........................................................................
EVP CHIEF HR OFFICER
40.00
.......................10.00
    X       0 489,114 78,544
(29) SUSAN CARROLL........................................................................
CEO IAH
40.00
.......................  
      X     610,087 0 117,853
(30) JOHN FITZGERALD........................................................................
CEO IFOH
40.00
.......................  
      X     567,507 0 112,304
(31) JOHN HAMILTON........................................................................
PHYSICIAN
40.00
.......................  
        X   1,222,849 0 73,037
(32) JEFF SCHULMAN........................................................................
PHYSICIAN
40.00
.......................  
        X   900,810 0 70,499
(33) CARY SCHWARTZBACH........................................................................
PHYSICIAN
40.00
.......................  
        X   904,212 0 22,145
(34) JAMES ECKLUND........................................................................
PHYSICIAN
40.00
.......................  
        X   1,213,696 0 77,980
(35) ROBERT HYMES........................................................................
PHYSICIAN
40.00
.......................  
        X   897,878 0 71,750
(36) HPATRICK WALTERS........................................................................
FORMER SVP STRATEGIC PLANN
5.00
.......................45.00
          X 0 686,022 68,669
(37) MARK RUNYON........................................................................
FORMER SVP FINANCE
40.00
.......................  
          X 189,670 0 21,159
(38) MAUREEN SWICK........................................................................
FORMER SVP COO IFH AND CNE IHS
40.00
.......................  
          X 458,600 0 126,886
(39) JAMES SANTRY........................................................................
FORMER SVP BUS DEV & MANAGED CARE
45.00
.......................5.00
          X 0 643,227 84,294
(40) CHRISTINE CANDIO........................................................................
FORMER CEO IAH
35.00
.......................5.00
          X 212,570 0 13,480
(41) JOSEPH ROCHE........................................................................
FORMER EXEC DIR EAP
40.00
.......................  
          X 182,690 0 53,600
(42) TODD LOCKCUFF........................................................................
FORMER AVP ASSOC ADMIN CFO
40.00
.......................  
          X 276,691 0 39,551
(43) HUGO AGUAS........................................................................
FORMER AVP HR ASSOC ADMIN
40.00
.......................  
          X 247,807 0 53,556
(44) MARY DIXON........................................................................
FORMER AVP CNO
40.00
.......................  
          X 253,036 0 30,609
(45) PAMELA MCVEY........................................................................
FORMER DIR NURSING RESOURC
40.00
.......................  
          X 138,365 0 6,103
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)...........MediumBullet 8,877,630 14,239,815 3,661,730
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization MediumBullet1,492
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
CARDIAC VASCULAR & THORACIC

2921 TELESTAR CT
FALLS CHURCH,VA22042
MEDICAL 14,746,991
FAIRFAX RADIOLOGICAL CONSULTANTS

2722 MERRILEE DRIVE SUITE 230
FAIRFAX,VA22031
RADIOLOGY 7,335,989
THE CARDIOVACSULAR GROUP

130 PARK STREET SE SUITE 100
VIENNA,VA22180
MEDICAL 5,055,576
VOICE MEDIA LLC

108 B WEST JEFFERSON ST
FALLS CHURCH,VA22046
MEDIA CONSULTING/ADVERTISING 4,671,900
GEORGE WASHINGTON UNIVERSITY

2300 I ST NW ROSS 707
WASHINGTON,DC22037
RESIDENCY PROGRAM 3,418,800
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet344
Form 990 (2015)
Form 990 (2015)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII .............
(A)
Total revenue
(B)
Related or
exempt
function
revenue
(C)
Unrelated
business
revenue
(D)
Revenue
excluded from
tax under sections
512-514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c  
d Related organizations1d 7,350,876
e Government grants (contributions)1e 10,673,633
f All other contributions, gifts, grants, and similar amounts not included above1f  
g Noncash contributions included in lines 1a-1f:$  
h Total.Add lines 1a-1f.......MediumBullet 18,024,509
 Program Service RevenueAmt Business Code
2a Net Patient Service Revenue 900099 2,303,068,855 2,303,068,855    
b Inova Reston MRI LLC 621400 6,692,616 6,692,616    
c Northern Virginia Surgery Center 621400 3,636,472 3,636,472    
d Technical Dynamic, LLC 811000 3,461,237 3,461,237    
e Franconia-Springfield Surgery Cen 621400 2,715,769 2,715,769    
f All other program service revenue. -839,341 403,491 -1,242,832  
g Total.Add lines 2a–2f.....MediumBullet 2,318,735,608
 OtherAmt RevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ..........MediumBullet 406,581     406,581
4 Income from investment of tax-exempt bond proceedsMediumBullet 490,093     490,093
5 Royalties...........MediumBullet        
(ii) Personal (i) Real
6a Gross rents   10,906,645
b Less: rental expenses   13,686,742
c Rental income or (loss)   -2,780,097
d Net rental income or (loss)......MediumBullet -2,780,097     -2,780,097
(ii) Other (i) Securities
7a Gross amount from sales of assets other than inventory    
b Less: cost or other basis and sales expenses   8,258,374
c Gain or (loss)   -8,258,374
d Net gain or (loss).....MediumBullet -8,258,374 -8,258,374    
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        
Business Code Miscellaneous Revenue
11a OTHER OPERATING REVENUE 900099 71,882,842 69,122,686 2,760,156  
b COMMUNITY BLOOD SERVICES 900099 6,380,620 6,380,620    
c LAUNDRY SERVICES 812300 210,730   210,730  
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet 78,474,192
12 Total revenue. See Instructions......MediumBullet 2,405,092,512 2,387,223,372 1,728,054 -1,883,423
Form 990 (2015)
Form 990 (2015)
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).Check if Schedule O contains a response or note to any line 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 domestic organizations and domestic governments. See Part IV, line 21    
2 Grants and other assistance to individuals in the United States. See Part IV, line 22    
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 .... 1,778,757 1,778,757    
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ....        
7 Other salaries and wages 927,997,868 777,813,799 150,184,069  
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 49,129,095 38,985,379 10,143,716  
9 Other employee benefits ....... 84,443,442 67,284,168 17,159,274  
10 Payroll taxes ........... 61,106,577 51,046,268 10,060,309  
11 Fees for services (non-employees):        
a Management ......        
b Legal ......... 4,348,936 2,109,952 2,238,984  
c Accounting ........... 2,913,814 69,374 2,844,440  
d Lobbying ........... 249,843 249,843    
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ......        
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 146,364,847 93,124,038 53,240,809  
12 Advertising and promotion .... 13,295,808 3,720,703 9,575,105  
13 Office expenses ....... 3,352,445 1,398,799 1,953,646  
14 Information technology ...... 27,178,823 9,245,816 17,933,007  
15 Royalties ..        
16 Occupancy ........... 38,069,496 31,984,472 6,085,024  
17 Travel ............ 3,350,058 2,181,103 1,168,955  
18 Payments of travel or entertainment expenses for any federal, state, or local public officials .        
19 Conferences, conventions, and meetings .... 3,861,656 2,239,023 1,622,633  
20 Interest ........... 22,337,312 4,137,034 18,200,278  
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization .. 146,094,768 101,363,598 44,731,170  
23 Insurance ... 11,522,824 11,069,277 453,547  
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a SUPPLIES 358,711,056 357,663,659 1,047,397  
b OTHER PURCHASED SERVICE 148,828,061 147,943,763 884,298  
c BAD DEBT EXPENSE 72,884,125 72,876,045 8,080  
d PHYSICIAN FEES 65,500,527 65,208,051 292,476  
e All other expenses 40,289,810 20,259,439 20,030,371  
25 Total functional expenses. Add lines 1 through 24e 2,233,609,948 1,863,752,360 369,857,588 0
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 (2015)
Form 990 (2015)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX ..............
(A)
Beginning of year
(B)
End of year
Assets 1 Cash–non-interest-bearing ........   1  
2 Savings and temporary cash investments ......... 233,129,597 2 196,855,753
3 Pledges and grants receivable, net ......   3  
4 Accounts receivable, net ............. 202,049,291 4 229,975,018
5 Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of Schedule L
  5  
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L
  6  
7 Notes and loans receivable, net .... 20,374,425 7 14,079,958
8 Inventories for sale or use ........ 18,976,793 8 21,785,071
9 Prepaid expenses and deferred charges ...... 49,416,166 9 50,968,516
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 3,062,025,694
b Less: accumulated depreciation 10b 1,833,290,568 1,048,751,535 10c 1,228,735,126
11 Investments—publicly traded securities . 342,652,288 11 183,729,207
12 Investments—other securities. See Part IV, line 11 .....   12  
13 Investments—program-related. See Part IV, line 11 ..   13  
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ........... 2,206,549,530 15 2,469,033,849
16 Total assets. Add lines 1 through 15 (must equal line 34)... 4,121,899,625 16 4,395,162,498
Liabilities 17 Accounts payable and accrued expenses ..... 264,778,245 17 262,591,064
18 Grants payable ...   18  
19 Deferred revenue .........   19  
20 Tax-exempt bond liabilities ......... 1,546,428,086 20 1,507,788,070
21 Escrow or custodial account liability. Complete Part IV of Schedule D   21  
22 Loans and other 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 287,883,799 25 408,187,630
26 Total liabilities. Add lines 17 through 25.. 2,099,090,130 26 2,178,566,764
Net Assets or Fund Balance Organizations that follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets 2,022,787,771 27 2,216,574,010
28 Temporarily restricted net assets ........... 21,724 28 21,724
29 Permanently restricted net assets   29  
Organizations that do not follow SFAS 117 (ASC 958), 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 ........... 2,022,809,495 33 2,216,595,734
34 Total liabilities and net assets/fund balances ........ 4,121,899,625 34 4,395,162,498
Form 990 (2015)
Form 990 (2015)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI ..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
2,405,092,512
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
2,233,609,948
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
171,482,564
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
2,022,809,495
5
Net unrealized gains (losses) on investments ...............
5
2,743,014
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
19,560,661
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
2,216,595,734
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line 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
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 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?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
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 (2015)
Form 990 (2015)
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 Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
Open to Public
Inspection
Name of the organization
INOVA HEALTH CARE SERVICES
 
Employer identification number

54-0620889
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
6
7
8
9
10
11
a
b
c
d
e
f
Enter the number of supported organizations ..............  

g
Provide the following information about the supported organization(s).
(i)Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 9 above (see instructions)) (iv) Is the organization listed in your governing document? (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions)
Yes No
Total      

For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2015

Schedule A (Form 990 or 990-EZ) 2015
Page 2
Part II
Support Schedule for Organizations Described in Sections 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) right arrow (a) 2011 (b) 2012 (c) 2013 (d) 2014 (e) 2015 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any unusual grants.) ....            
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            
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)..  
6 Public support. Subtract line 5 from line 4.  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2011 (b) 2012 (c) 2013 (d) 2014 (e) 2015 (f) Total
7 Amounts from line 4..            
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...            
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..            
11 Total support. Add lines 7 through 10.  
12
12
 
13
First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here........................................right arrow
Section C. Computation of Public Support Percentage
14
14
 
15
15
 
16a
b
17a
b
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990 or 990-EZ) 2015

Schedule A (Form 990 or 990-EZ) 2015
Page 3
Part III
Support Schedule for Organizations Described in Section 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) right arrow (a) 2011 (b) 2012 (c) 2013 (d) 2014 (e) 2015 (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) right arrow (a) 2011 (b) 2012 (c) 2013 (d) 2014 (e) 2015 (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 VI.) ..            
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) 2015

Schedule A (Form 990 or 990-EZ) 2015
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 11 of Part I. If you checked 11a of Part I, complete Sections A and B. If you checked 11b of Part I, complete Sections A and C. If you checked 11c of Part I, complete Sections A, D, and E. If you checked 11d of Part I, complete Sections A and D, and complete Part V.)
Section A. All Supporting Organizations
Yes
No
1
Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.
1
 
 
2
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).
2
 
 
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer (b) and (c) below.
3a
 
 
b
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.
3b
 
 
c
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.
3c
 
 
4a
Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked 11a or 11b in Part I, answer (b) and (c) below.
4a
 
 
b
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.
4b
 
 
c
Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.
4c
 
 
5a
Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer (b) and (c) below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).
5a
 
 
b
Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.
6
 
 
7
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ) .
7
 
 
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ).
8
 
 
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.
9a
 
 
b
Did one or more disqualified persons (as defined in line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.
9b
 
 
c
Did a disqualified person (as defined in line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.
9c
 
 
10a
Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.
10a
 
 
b
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).
10b
 
 
Schedule A (Form 990 or 990-EZ) 2015

Schedule A (Form 990 or 990-EZ) 2015
Page 5
Part IV
Supporting Organizations (continued)
Yes
No
11
Has the organization accepted a gift or contribution from any of the following persons?
a
A person who directly or indirectly controls, either alone or together with persons described in (b) and (c) below, the governing body of a supported organization?
11a
 
 
b
A family member of a person described in (a) above?
11b
 
 
c
A 35% controlled entity of a person described in (a) or (b) above? If “Yes” to a, b, or c, provide detail in Part VI.
11c
 
 
Section B. Type I Supporting Organizations
Yes
No
1
Did the directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
1
 
 
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.
2
 
 
Section C. Type II Supporting Organizations
Yes
No
1
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
 
 
Section D. All Type III Supporting Organizations
Yes
No
1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?
1
 
 
2
Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).
2
 
 
3
By reason of the relationship described in (2), did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.
3
 
 
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer (a) and (b) below.
Yes
No
a
Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.
2a
 
 
b
Did the activities described in (a) constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.
2b
 
 
3
Parent of Supported Organizations. Answer (a) and (b) below.
a
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations? Provide details in Part VI.
3a
 
 
b
Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.
3b
 
 
Schedule A (Form 990 or 990-EZ) 2015

Schedule A (Form 990 or 990-EZ) 2015
Page 6
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
Section A - Adjusted Net Income (A) Prior Year (B) Current Year
(optional)
1 Net short-term capital gain 1    
2 Recoveries of prior-year distributions 2    
3 Other gross income (see instructions) 3    
4 Add lines 1 through 3 4    
5 Depreciation and depletion 5    
6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) 6    
7 Other expenses (see instructions) 7    
8 Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) 8    

Section B - Minimum Asset Amount (A) Prior Year (B) Current Year
(optional)
1 Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): 1
a Average monthly value of securities 1a    
b Average monthly cash balances 1b    
c Fair market value of other non-exempt-use assets 1c    
d Total (add lines 1a, 1b, and 1c) 1d    
e Discount claimed for blockage or other factors
(explain in detail in Part VI):  
2 Acquisition indebtedness applicable to non-exempt use assets 2    
3 Subtract line 2 from line 1d 3    
4 Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). 4    
5 Net value of non-exempt-use assets (subtract line 4 from line 3) 5    
6 Multiply line 5 by .035 6    
7 Recoveries of prior-year distributions 7    
8 Minimum Asset Amount (add line 7 to line 6) 8    

Section C - Distributable Amount Current Year
1 Adjusted net income for prior year (from Section A, line 8, Column A) 1  
2 Enter 85% of line 1 2  
3 Minimum asset amount for prior year (from Section B, line 8, Column A) 3  
4 Enter greater of line 2 or line 3 4  
5 Income tax imposed in prior year 5  
6 Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) 6  
7
Schedule A (Form 990 or 990-EZ) 2015

Schedule A (Form 990 or 990-EZ) 2015
Page 7
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations (continued)
Section D - Distributions Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes  
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in
excess of income from activity
 
3 Administrative expenses paid to accomplish exempt purposes of supported organizations  
4 Amounts paid to acquire exempt-use assets  
5 Qualified set-aside amounts (prior IRS approval required)  
6 Other distributions (describe in Part VI). See instructions  
7Total annual distributions. Add lines 1 through 6.  
8 Distributions to attentive supported organizations to which the organization is responsive (provide
details in Part VI). See instructions
 
9 Distributable amount for 2015 from Section C, line 6  
10 Line 8 amount divided by Line 9 amount  

Section E - Distribution Allocations (see instructions) (i)
Excess Distributions
(ii)
Underdistributions
Pre-2015
(iii)
Distributable
Amount for 2015
1 Distributable amount for 2015 from Section C, line
6
 
2 Underdistributions, if any, for years prior to 2015
(reasonable cause required--see instructions)
 
3 Excess distributions carryover, if any, to 2015:
a
b
c
d From 2013.......  
e From 2014.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2015 distributable amount  
i Carryover from 2010 not applied (see
instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from 3f.  
4Distributions for 2015 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2015 distributable amount  
c Remainder. Subtract lines 4a and 4b from 4.  
5 Remaining underdistributions for years prior to
2015, if any. Subtract lines 3g and 4a from line 2
(if amount greater than zero, see instructions)
 
6 Remaining underdistributions for 2015. Subtract
lines 3h and 4b from line 1 (if amount greater than
zero, see instructions)
 
7 Excess distributions carryover to 2016. Add lines
3j and 4c.
 
8 Breakdown of line 7:
a
b
c Excess from 2013.......  
d From 2014.......  
e From 2015.......  
Schedule A (Form 990 or 990-EZ) (2015)

Schedule A (Form 990 or 990-EZ) 2015
Page 8
Part VI
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Return Reference Explanation
Schedule A (Form 990 or 990-EZ) 2015


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.
Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
Name of the organization
INOVA HEALTH CARE SERVICES
 
Employer identification number

54-0620889
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 its Form 990PF, Part I, line 2, 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) (2015)
Schedule B (Form 990, 990-EZ, or 990-PF) (2015) Page 2
Name of organization
INOVA HEALTH CARE SERVICES
 
Employer identification number
54-0620889
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


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

   
 
 

$  


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

   
 
 

$  


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

   
 
 

$  


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

   
 
 

$  


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

   
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
Page 3
Name of organization
INOVA HEALTH CARE SERVICES
 
Employer identification number

54-0620889
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) (2015)
Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
Page 4
Name of organization
INOVA HEALTH CARE SERVICES
 
Employer identification number

54-0620889
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. 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) (2015)

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 BulletInformation about Schedule C (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
Open to Public
Inspection
If the organization answered "Yes" on 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" on 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" on Form 990, Part IV, Line 5 (Proxy Tax) (see separate instructions) or Form 990-EZ, Part V, line 35c (Proxy Tax) (see separate instructions), then
Round Bullet Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of the organization
INOVA HEALTH CARE SERVICES
 
Employer identification number

54-0620889
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-.
1
2
3
4
5
6
For Paperwork Reduction Act Notice, see the instructions for Form 990 or 990-EZ.
Cat. No. 50084S
Schedule C (Form 990 or 990-EZ) 2015

Schedule C (Form 990 or 990-EZ) 2015
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 SchCMd Bulletexpenses, and share of excess lobbying expenditures).
B Check SchCMd Bullet
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) ........................................... 249,843  
c Total lobbying expenditures (add lines 1a and 1b) ....................................................................... 249,843  
d Other exempt purpose expenditures ......................................................................................... 1,863,502,517  
e Total exempt purpose expenditures (add lines 1c and 1d) .................................................................... 1,863,752,360  
f Lobbying nontaxable amount. Enter the amount from the following table in both
columns.
1,000,000  
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) .......................................................................... 250,000  
h Subtract line 1g from line 1a. If zero or less, enter -0-. .......................................................................... 0  
i Subtract line 1f from line 1c. If zero or less, enter -0-. ........................................................................... 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 separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
Calendar year (or fiscal year
beginning in)
(a) 2012 (b) 2013 (c) 2014 (d) 2015 (e) Total
2a Lobbying nontaxable amount 1,000,000 1,000,000 1,000,000 1,000,000 4,000,000
b Lobbying ceiling amount
(150% of line 2a, column(e))
6,000,000
c Total lobbying expenditures 253,864 229,898 256,133 249,843 989,738
d Grassroots nontaxable amount 250,000 250,000 250,000 250,000 1,000,000
e Grassroots ceiling amount
(150% of line 2d, column (e))
1,500,000
f Grassroots lobbying expenditures          
Schedule C (Form 990 or 990-EZ) 2015


Schedule C (Form 990 or 990-EZ) 2015
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 on lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.
(a)
No
Yes
(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? ...........................................................................................................
 
 
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ........
 
 
c
Media advertisements? ...................................................................................................
 
 
 
d
Mailings to members, legislators, or the public? .............................................................................
 
 
 
e
Publications, or published or broadcast statements? ...........................................................
 
 
 
f
Grants to other organizations for lobbying purposes? ..........................................................
 
 
 
g
Direct contact with legislators, their staffs, government officials, or a legislative body? .......................
 
 
 
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ..................
 
 
 
i
Other activities? ...................................................................................................................
 
 
 
j
Total. Add lines 1c through 1i ....................................................................................................
 
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
 
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
Provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part II-A (affiliated group list); Part II-A, lines 1 and 2 (see instructions), and Part ll-B, line 1. Also, complete this part for any additional information.
Return Reference Explanation
Schedule C (Form 990 or 990EZ) 2015


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," on 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.
Information about Schedule D (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
Open to Public Inspection
Name of the organization
INOVA HEALTH CARE SERVICES
 
Employer identification number

54-0620889
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year ....    
2 Aggregate value of contributions to (during year)    
3 Aggregate value of 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" on 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, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, 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 section 170(h)(4)(B)(ii)? .............................
9
In Part XIII, 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" on 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 XIII, 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)
Revenue included on 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
Revenue included on Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2015

Schedule D (Form 990) 2015
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, 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 XIII.
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" on 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 XIII 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, for escrow or custodial account liability?
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ........
Part V
Endowment Funds. Complete if the organization answered "Yes" on 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 ....          
b Contributions ...          
c Net investment earnings, gains, and losses          
d Grants or scholarships ...          
e Other expenditures for facilities
and programs ...
         
f Administrative expenses ....          
g End of year balance ......          
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet  
b
Permanent endowment SchDMd Bullet  
c
Temporarily restricted endowment SchDMd Bullet  
The percentages on 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)
 
 
(ii) related organizations .................
3a(ii)
 
 
b
If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11a. 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 ...   113,780,687 113,780,687
b Buildings   976,207,020 480,666,677 495,540,343
c Leasehold improvements   528,616,650 366,228,003 162,388,647
d Equipment ...   1,286,187,358 852,391,135 433,796,223
e Other ...   157,233,979 134,004,753 23,229,226
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..SchDMdBullet 1,228,735,126
Schedule D (Form 990) 2015

Schedule D (Form 990) 2015
Page 3
Part VII
Investments—Other Securities. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11b. 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)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet  
Part VIII
Investments—Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1) UNAMORTIZED BOND COSTS 445,155
(2) OTHER ASSETS 20,566,129
(3) DUE FROM SUBSIDIARIES AND AFFILIATES 1,877,879,696
(4) PENSION ASSET 52,939,354
(5) CONSTRUCTION IN PROGRESS 512,638,620
(6) INTANGIBLES 4,564,895
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet 2,469,033,849
Part X
Other Liabilities. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
(1) Federal income taxes  
THIRD PARTY SETTLEMENTS 39,609,208
NOTES PAYABLE AND OTHER 113,863,428
SELF INSURED LIABILITY 28,590,356
DEFERRED COSTS 210,816,300
POST RETIREMENT/EMPLOYMENT BENEFITS 8,523,983
INTEREST RATE SWAP LIABILITY 22,767,232
INVESTMENT IN SUBSIDIARIES AND JOINT VENTURES -38,679,034
INTEREST PAYABLE 7,584,162
WORKERS COMPENSATION PAYABLE 15,111,995
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 408,187,630
2. Liability for uncertain tax positions. In Part XIII, 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 (ASC 740). Check here if the text of the footnote has been provided in Part XIII
Schedule D (Form 990) 2015

Schedule D (Form 990) 2015
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
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 (losses) on investments .... 2a  
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 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 XIII.) ........... 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 XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
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 XIII.) ............ 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 XIII.) ............ 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 XIII
Supplemental Information
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, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
Part X, Line 2: From Inova Health System consolidated financial statements including Inova Health Care Services: The Foundation, IHCS, LHC, and INTotal Health are not-for-profit corporations and have been determined to be exempt from Federal income tax under the provisions of section 501(c)(3) of the Internal Revenue Code. IHI and its subsidiaries are taxable organizations. Deferred income taxes are provided for all significant timing differences between revenues and expenses reported for financial statement and for tax purposes. Management annually reviews its tax positions and has determined that there are no material uncertain tax positions that require recognition in the consolidated financial statements
Schedule D (Form 990) 2015


Additional Data


Software ID:  
Software Version:  




SCHEDULE H
(Form 990)
Department of the Treasury
Internal Revenue Service
Hospitals
MediumBullet Complete if the organization answered "Yes" on Form 990, Part IV, question 20.
MediumBullet Attach to Form 990.
MediumBullet Information about Schedule H (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
Open to Public Inspection
Name of the organization
INOVA HEALTH CARE SERVICES
 
Employer identification number

54-0620889
Part I
Financial Assistance and Certain Other Community Benefits at Cost
Yes
No
1a
Did the organization have a financial assistance policy during the tax year? If "No," skip to question 6a . . . .
1a
Yes
 
b
If "Yes," was it a written policy? ......................
1b
Yes
 
2
If the organization had multiple hospital facilities, indicate which of the following best describes application of the financial assistance policy to its various hospital facilities during the tax year.
3
Answer the following based on the financial assistance eligibility criteria that applied to the largest number of the organization's patients during the tax year.
a
Did the organization use Federal Poverty Guidelines (FPG) as a factor in determining eligibility for providing free care?
If "Yes," indicate which of the following was the FPG family income limit for eligibility for free care:
3a
Yes
 
b
Did the organization use FPG as a factor in determining eligibility for providing discounted care? If "Yes," indicate
which of the following was the family income limit for eligibility for discounted care: . . . . . . . .
3b
Yes
 
%
c
If the organization used factors other than FPG in determining eligibility, describe in Part VI the criteria used for determining eligibility for free or discounted care. Include in the description whether the organization used an asset test or other threshold, regardless of income, as a factor in determining eligibility for free or discounted care.
4
Did the organization's financial assistance policy that applied to the largest number of its patients during the tax year provide for free or discounted care to the "medically indigent"? . . . . . . . . . . . . .

4

Yes

 
5a
Did the organization budget amounts for free or discounted care provided under its financial assistance policy during
the tax year? . . . . . . . . . . . . . . . . . . . . . . .

5a

Yes

 
b
If "Yes," did the organization's financial assistance expenses exceed the budgeted amount? . . . . . .
5b
Yes
 
c
If "Yes" to line 5b, as a result of budget considerations, was the organization unable to provide free or discountedcare to a patient who was eligibile for free or discounted care? . . . . . . . . . . . . .
5c
 
No
6a
Did the organization prepare a community benefit report during the tax year? . . . . . . . . .
6a
Yes
 
b
If "Yes," did the organization make it available to the public? . . . . . . . . . . . . .
6b
Yes
 
Complete the following table using the worksheets provided in the Schedule H instructions. Do not submit these worksheets with the Schedule H.
7
Financial Assistance and Certain Other Community Benefits at Cost
Financial Assistance and
Means-Tested
Government Programs
(a) Number of activities or programs (optional) (b) Persons served (optional) (c) Total community benefit expense (d) Direct offsetting revenue (e) Net community benefit expense (f) Percent of total expense
a Financial Assistance at cost
(from Worksheet 1) . . .
    109,070,517   109,070,517 5.050 %
b Medicaid (from Worksheet 3, column a) . . . . .     178,192,620 115,063,474 63,129,146 2.920 %
c Costs of other means-tested government programs (from Worksheet 3, column b) . .            
d Total Financial Assistance and Means-Tested Government Programs . . . . .     287,263,137 115,063,474 172,199,663 7.970 %
Other Benefits
e Community health improvement services and community benefit operations (from Worksheet 4).     7,777,558 187,000 7,590,558 0.350 %
f Health professions education (from Worksheet 5) . . .     14,269,948 656,911 13,613,037 0.630 %
g Subsidized health services (from Worksheet 6) . . . .     11,544,521 3,538,763 8,005,758 0.370 %
h Research (from Worksheet 7) .     14,631,029 5,320,088 9,310,941 0.430 %
i Cash and in-kind contributions for community benefit (from Worksheet 8) . . . .     1,732,572   1,732,572 0.080 %
j Total. Other Benefits . .     49,955,628 9,702,762 40,252,866 1.860 %
k Total. Add lines 7d and 7j .     337,218,765 124,766,236 212,452,529 9.830 %
For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 50192T Schedule H (Form 990) 2015
Schedule H (Form 990) 2015
Page
Part II
Community Building Activities Complete this table if the organization conducted any community building activities during the tax year, and describe in Part VI how its community building activities promoted the health of the communities it serves.
(a) Number of activities or programs (optional) (b) Persons served (optional) (c) Total community building expense (d) Direct offsetting
revenue
(e) Net community building expense (f) Percent of total expense
1 Physical improvements and housing            
2 Economic development            
3 Community support            
4 Environmental improvements            
5 Leadership development and
training for community members
           
6 Coalition building            
7 Community health improvement advocacy            
8 Workforce development            
9 Other            
10 Total            
Part III
Bad Debt, Medicare, & Collection Practices
Section A. Bad Debt Expense
Yes
No
1
Did the organization report bad debt expense in accordance with Heathcare Financial Management Association Statement No. 15? ..........................
1
Yes
 
2
Enter the amount of the organization's bad debt expense. Explain in Part VI the methodology used by the organization to estimate this amount. ......
2
32,724,972
3
Enter the estimated amount of the organization's bad debt expense attributable to patients eligible under the organization's financial assistance policy. Explain in Part VI the methodology used by the organization to estimate this amount and the rationale, if any, for including this portion of bad debt as community benefit. ......
3
0
4
Provide in Part VI the text of the footnote to the organization’s financial statements that describes bad debt expense or the page number on which this footnote is contained in the attached financial statements.
Section B. Medicare
5
Enter total revenue received from Medicare (including DSH and IME).....
5
388,585,071
6
Enter Medicare allowable costs of care relating to payments on line 5.....
6
486,867,270
7
Subtract line 6 from line 5. This is the surplus (or shortfall)........
7
-98,282,199
8
Describe in Part VI the extent to which any shortfall reported in line 7 should be treated as community benefit.Also describe in Part VI the costing methodology or source used to determine the amount reported on line 6.Check the box that describes the method used:
Section C. Collection Practices
9a
Did the organization have a written debt collection policy during the tax year? ..........
9a
Yes
 
b
If "Yes," did the organization’s collection policy that applied to the largest number of its patients during the tax year
contain provisions on the collection practices to be followed for patients who are known to qualify for financial assistance? Describe in Part VI .........................

9b

Yes

 
Part IV
Management Companies and Joint Ventures(owned 10% or more by officers, directors, trustees, key employees, and physicians—see instructions)
(a) Name of entity (b) Description of primary
activity of entity
(c) Organization's
profit % or stock
ownership %
(d) Officers, directors,
trustees, or key
employees' profit %
or stock ownership %
(e) Physicians'
profit % or stock
ownership %
11 Franconia-Springfield Surgery Center LLC
 
Surgical Services 60.000 %   40.000 %
22 Northern Virginia Surgery Center LLC
 
Surgical Services 60.910 %   39.090 %
33 Inova Ambulatory Surgery Center at Lorton LLC
 
Surgical Services 65.860 %   34.140 %
4
5
6
7
8
9
10
11
12
13
Schedule H (Form 990) 2015
Schedule H (Form 990) 2015
Page
Part VFacility Information
Section A. Hospital Facilities
(list in order of size from largest to smallest—see instructions)
How many hospital facilities did the organization operate during the tax year?4
Name, address, primary website address, and state license number (and if a group return, the name and EIN of the subordinate hospital organization that operates the hospital facility)
Licensed Hospital General-Medical-Surgical Children's Hospital Teaching Hospital Critical Hospital ResearchGrp Facility ER-24Hours ER-Other Other (Describe) Facility reporting group
1 INOVA FAIRFAX HOSPITAL
3300 GALLOWS ROAD
FALLS CHURCH,VA22046
INOVA.ORG
VA H1921
X X X X   X X     A
2 INOVA ALEXANDRIA HOSPITAL
4320 SEMINARY ROAD
ALEXANDRIA,VA22304
INOVA.ORG
VA H1859
X X         X     A
3 INOVA FAIR OAKS HOSPITAL
3600 JOSPEH SIEWICK DRIVE
FAIRFAX,VA22033
INOVA.ORG
VA H1922
X X         X     A
4 INOVA MOUNT VERNON HOSPITAL
2501 PARKER LANE
ALEXANDRIA,VA22306
INOVA.ORG
VA H1923
X X         X     A
Schedule H (Form 990) 2015
Schedule H (Form 990) 2015
Page 4
Part VFacility Information (continued)

Section B. Facility Policies and Practices

(Complete a separate Section B for each of the hospital facilities or facility reporting groups listed in Part V, Section A)
Facility Reporting Group - A
Name of hospital facility or letter of facility reporting group  
Line number of hospital facility, or line numbers of hospital facilities in a facility
reporting group (from Part V, Section A):
 
Yes No
Community Health Needs Assessment
1 Was the hospital facility first licensed, registered, or similarly recognized by a state as a hospital facility in the current tax year or the immediately preceding tax year?........................ 1   No
2 Was the hospital facility acquired or placed into service as a tax-exempt hospital in the current tax year or the immediately preceding tax year? If “Yes,” provide details of the acquisition in Section C............... 2   No
3 During the tax year or either of the two immediately preceding tax years, did the hospital facility conduct a community health needs assessment (CHNA)? If "No," skip to line 12...................... 3 Yes  
If "Yes," indicate what the CHNA report describes (check all that apply):
a
b
c
d
e
f
g
h
i
j
4 Indicate the tax year the hospital facility last conducted a CHNA: 20 13
5 In conducting its most recent CHNA, did the hospital facility take into account input from persons who represent the broad interests of the community served by the hospital facility, including those with special knowledge of or expertise in public health? If "Yes," describe in Section C how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted ................. 5 Yes  
6 a Was the hospital facility’s CHNA conducted with one or more other hospital facilities? If "Yes," list the other hospital facilities in Section C.................................. 6a Yes  
b Was the hospital facility’s CHNA conducted with one or more organizations other than hospital facilities?” If “Yes,” list the other organizations in Section C. ............................ 6b   No
7 Did the hospital facility make its CHNA report widely available to the public?.............. 7 Yes  
If "Yes," indicate how the CHNA report was made widely available (check all that apply):
a
b
c
d
8 Did the hospital facility adopt an implementation strategy to meet the significant community health needs
identified through its most recently conducted CHNA? If "No," skip to line 11. ..............
8 Yes  
9 Indicate the tax year the hospital facility last adopted an implementation strategy: 20 13
10 Is the hospital facility's most recently adopted implementation strategy posted on a website?......... 10 Yes  
a If "Yes" (list url): www.inova.org/inova-in-the-community/index.jsp
b If "No," is the hospital facility’s most recently adopted implementation strategy attached to this return? ...... 10b   No
11 Describe in Section C how the hospital facility is addressing the significant needs identified in its most recently conducted CHNA and any such needs that are not being addressed together with the reasons why such needs are not being addressed.
12a Did the organization incur an excise tax under section 4959 for the hospital facility's failure to conduct a CHNA as required by section 501(r)(3)?............................... 12a   No
b If "Yes" on line 12a, did the organization file Form 4720 to report the section 4959 excise tax?........ 12b    
c If "Yes" on line 12b, what is the total amount of section 4959 excise tax the organization reported on Form 4720 for all of its hospital facilities? $  

Schedule H (Form 990) 2015
Schedule H (Form 990) 2015
Page 5
Part VFacility Information (continued)

Financial Assistance Policy (FAP)
Facility Reporting Group - A
Name of hospital facility or letter of facility reporting group  
Yes No
Did the hospital facility have in place during the tax year a written financial assistance policy that:
13 Explained eligibility criteria for financial assistance, and whether such assistance included free or discounted care? 13 Yes  
If “Yes,” indicate the eligibility criteria explained in the FAP:
a
b
c
d
e
f
g
h
14 Explained the basis for calculating amounts charged to patients?................. 14 Yes  
15 Explained the method for applying for financial assistance?................... 15 Yes  
If “Yes,” indicate how the hospital facility’s FAP or FAP application form (including accompanying instructions) explained the method for applying for financial assistance (check all that apply):
a
b
c
d
e
16 Included measures to publicize the policy within the community served by the hospital facility?........ 16 Yes  
If "Yes," indicate how the hospital facility publicized the policy (check all that apply):
a
www.Inova.org
b
www.Inova.org
c
d
e
f
g
h
i
Billing and Collections
17 Did the hospital facility have in place during the tax year a separate billing and collections policy, or a written financial assistance policy (FAP) that explained all of the actions the hospital facility or other authorized party may take upon non-payment?.................................. 17 Yes  
18 Check all of the following actions against an individual that were permitted under the hospital facility's policies during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP:
a
b
c
d
e
Schedule H (Form 990) 2015
Schedule H (Form 990) 2015
Page 6
Part VFacility Information (continued)

Facility Reporting Group - A
Name of hospital facility or letter of facility reporting group  
Yes No
19 Did the hospital facility or other authorized party perform any of the following actions during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP?............ 19   No
If "Yes," check all actions in which the hospital facility or a third party engaged:
a
b
c
d
20 Indicate which efforts the hospital facility or other authorized party made before initiating any of the actions listed (whether or not checked) in line 19. (check all that apply):
a
b
c
d
e
f
Policy Relating to Emergency Medical Care
21 Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that required the hospital facility to provide, without discrimination, care for emergency medical conditions to individuals regardless of their eligibility under the hospital facility’s financial assistance policy?.................. 21 Yes  
If "No," indicate why:
a
b
c
d
Charges to Individuals Eligible for Assistance Under the FAP (FAP-Eligible Individuals)
22 Indicate how the hospital facility determined, during the tax year, the maximum amounts that can be charged to FAP-eligible individuals for emergency or other medically necessary care.
a
b
c
d
23 During the tax year, did the hospital facility charge any FAP-eligible individual to whom the hospital facility provided emergency or other medically necessary services more than the amounts generally billed to individuals who had insurance covering such care? ............................... 23   No
If "Yes," explain in Section C.
24 During the tax year, did the hospital facility charge any FAP-eligible individual an amount equal to the gross charge for any service provided to that individual? ........................... 24   No
If "Yes," explain in Section C.
Schedule H (Form 990) 2015
Schedule H (Form 990) 2015
Page 7
Part V
Facility Information (continued)
Section C. Supplemental Information for Part V, Section B. Provide descriptions required for Part V, Section B, lines 2, 3j, 5, 6a, 6b, 7d, 11, 13b, 13h, 15e, 16i, 18d, 19d, 20e, 21c, 21d, 22d, 23, and 24. If applicable, provide separate descriptions for each hospital facility in a facility reporting group, designated by facility reporting group letter and hospital facility line number from Part V, Section A (“A, 1,” “A, 4,” “B, 2,” “B, 3,” etc.) and name of hospital facility.
Form and Line Reference Explanation
Part V, Section B Facility Reporting Group A
Facility Reporting Group A consists of: - Facility 1: INOVA FAIRFAX HOSPITAL, - Facility 2: INOVA ALEXANDRIA HOSPITAL, - Facility 3: INOVA FAIR OAKS HOSPITAL, - Facility 4: INOVA MOUNT VERNON HOSPITAL
Group A-Facility 1 -- INOVA FAIRFAX HOSPITAL Part V, Section B, line 5: For IFH:The hospital interviewed 45 key informants, including external stakeholders (those who represented the broad interests in the community) and internal Inova staff. The interviews were guided by a structured interview guide, and interviewees were encouraged to identify and discuss a wide range of current and emerging issues affecting community health. The hospital also sought input from the public regarding the health of the community through an online survey publicized through mailers and flyers. A detailed listing of the community stakeholders who provided community input are included in the Appendix of the CHNA.
Group A-Facility 1 -- INOVA FAIRFAX HOSPITAL Part V, Section B, line 6a: Inova Fairfax HospitalInova Mt. Vernon HospitalInova Loudoun HospitalInova Alexandria Hospital
Group A-Facility 1 -- INOVA FAIRFAX HOSPITAL Part V, Section B, line 11: In the CHNA report conducted in 2013, Inova Fairfax Hospital identified the following significant community health needs: access to health and human services, chronic disease, dental health, health behaviors, maternal and child health, morbidity, the physical environment and social and economic factors.As described in the Implementation Strategy adopted by the Board, Inova Fairfax Hospital indicated that it would address many but not all of the identified needs. The hospital indicated it would not address certain elements that are beyond the scope of the medical campus or are outside of the hospital's expertise including lack of transportation, poor air quality, community safety, basic needs insecurity or poor educational achievement. The hospital also indicated that it would not address other elements that are also important but are being addressed by others, including disparities in chronic liver disease, unsafe sex, high rates of communicable diseases and high rates of Lyme disease. Since the 2013 CHNA was conducted, Inova Fairfax Hospital has addressed all of the significant needs as described in this Implementation Strategy. These needs were addressed by initiatives including the following: providing in-kind and financial support for community organizations seeking to improve community health and meet social services needs, participating actively in community coalitions and on boards, operating the Inova Transitional Care Management Program and Discharge clinics for low-income patients without a medical home, operating InovaCares clinics for Medicaid and uninsured patients, the Inova PACE program, increasing visits for uninsured patients to Inova-affiliated specialists, expanding health promotion and education programs particularly to reduce the prevalence of diet and exercise-related health problems, increasing investment in Inova's SNAP Double Dollars Program which enhances access to healthy food, and increasing services provided by the Inova Juniper Program which is Northern Virginia's largest provider of services for HIV/AIDS patients.Some of the new initiatives in 2015 included a program to help children and their families learn about the importance of healthy eating and physical activity. The program was piloted with families at the Inova Cares Clinic for Children, where family income cannot exceed 300% of the federal poverty guidelines and many of the children receive SNAP benefits (food stamps). Additionally, the FACT Department finalized MOAs with the Fairfax Department of Family Services/Child Protective Services to provide emergency removal examinations for foster care placement, and the Loudoun Adult Detention Center and Loudoun Juvenile Detention Center to work on prison rape elimination.While not identified for expansion of services in the 2013 CHNA, Inova continues to serve the community through many ongoing programs, including the provision of culturally competent and linguistically appropriate services; prevention, education and support through the Inova Fairfax Cancer Center; alcohol and substance abuse treatment at the Inova Comprehensive Addiction treatment Services; Medicaid managed care plans through INTotal Health; and comprehensive mental health services for children and young adults at the Inova Kellar Center.
Group A-Facility 1 -- INOVA FAIRFAX HOSPITAL Part V, Section B, line 13h: CALCULATE FAMILY SIZE
Group A-Facility 1 -- INOVA FAIRFAX HOSPITAL Part V, Section B, line 15e: Financial Aid Brochures explaining the charity policy are available through out the Hospitals. ER Rooms and waiting rooms have charity notifications posted in their areas and on Inova's website.
Group A-Facility 1 -- INOVA FAIRFAX HOSPITAL Part V, Section B, line 16i: Financial Aid Brochures explaining the charity policy are available through out the Hospitals. ER Rooms and waiting rooms have charity notifications posted in their areas and on Inova's website.
Group A-Facility 2 -- INOVA ALEXANDRIA HOSPITAL Part V, Section B, line 5: For IAH:The hospital interviewed 25 key informants, including external stakeholders (those who represented the broad interests in the community) and internal Inova staff. The interviews were guided by a structured interview guide, and interviewees were encouraged to identify and discuss a wide range of current and emerging issues affecting community health. The hospital also sought input from the public regarding the health of the community through an online survey publicized through mailers and flyers. A detailed listing of the community stakeholders who provided community input are included in the Appendix of the CHNA.
Group A-Facility 2 -- INOVA ALEXANDRIA HOSPITAL Part V, Section B, line 6a: Inova Fairfax HospitalInova Loudoun HospitalInova Fair Oaks HospitalInova Alexandria Hospital
Group A-Facility 2 -- INOVA ALEXANDRIA HOSPITAL Part V, Section B, line 11: In the CHNA report conducted in 2013, Inova Alexandria Hospital identified the following significant community health needs: access to health and human services, chronic disease, dental health, health behaviors, maternal and child health, morbidity, the physical environment and social and economic factors.As described in the Implementation Strategy adopted by the Board, Inova Alexandria Hospital indicated that it would address many but not all of the identified needs. The hospital indicated it would not address certain elements that are beyond the scope of the medical campus or are outside of the hospital's expertise including disparities in infant health outcomes, poor air quality, and basic needs insecurity. The hospital also indicated that it would not address other elements that are also important but are being addressed by others, including disparities in chronic liver disease, unsafe sex and teen pregnancy and high rates of communicable diseases. Since the 2013 CHNA was conducted, Inova Alexandria Hospital has addressed all of the significant needs as described in this Implementation Strategy. These needs were addressed by initiatives including the following: providing in-kind and financial support for community organizations seeking to improve community health and meet social services needs, participating actively in community coalitions and on boards, operating the Inova Transitional Care Management Program and Discharge clinics for low-income patients without a medical home, operating InovaCares clinics for Medicaid and uninsured patients, the Inova PACE program, increasing visits for uninsured patients to Inova-affiliated specialists, expanding health promotion and education programs particularly to reduce the prevalence of diet and exercise-related health problems, increasing investment in Inova's SNAP Double Dollars Program which enhances access to healthy food, and increasing services provided by the Inova Juniper Program which is Northern Virginia's largest provider of services for HIV/AIDS patients.Some of the new initiatives in 2015 included a program to help children and their families learn about the importance of healthy eating and physical activity. The program was piloted with families at the Inova Cares Clinic for Children, where family income cannot exceed 300% of the federal poverty guidelines and many of the children receive SNAP benefits (food stamps). Additionally, the FACT Department finalized MOAs with the Fairfax Department of Family Services/Child Protective Services to provide emergency removal examinations for foster care placement, and the Loudoun Adult Detention Center and Loudoun Juvenile Detention Center to work on prison rape elimination.While not identified for expansion of services in the 2013 CHNA, Inova continues to serve the community through many ongoing programs, including the provision of culturally competent and linguistically appropriate services; prevention, education and support through the Inova Alexandria Cancer Center; alcohol and substance abuse treatment at the Inova Comprehensive Addiction treatment Services; Medicaid managed care plans through INTotal Health; and comprehensive mental health services for children and young adults at the Inova Kellar Center.
Group A-Facility 2 -- INOVA ALEXANDRIA HOSPITAL Part V, Section B, line 13h: CALCULATE FAMILY SIZE
Group A-Facility 2 -- INOVA ALEXANDRIA HOSPITAL Part V, Section B, line 15e: Financial Aid Brochures explaining the charity policy are available through out the Hospitals. ER Rooms and waiting rooms have charity notifications posted in their areas and on Inova's website.
Group A-Facility 2 -- INOVA ALEXANDRIA HOSPITAL Part V, Section B, line 16i: Financial Aid Brochures explaining the charity policy are available through out the Hospitals. ER Rooms and waiting rooms have charity notifications posted in their areas and on Inova's website.
Group A-Facility 3 -- INOVA FAIR OAKS HOSPITAL Part V, Section B, line 5: For IFOH:The hospital interviewed 41 key informants, including external stakeholders (those who represented the broad interests in the community) and internal Inova staff. The interviews were guided by a structured interview guide, and interviewees were encouraged to identify and discuss a wide range of current and emerging issues affecting community health. The hospital also sought input from the public regarding the health of the community through an online survey publicized through mailers and flyers. A detailed listing of the community stakeholders who provided community input is included in the Appendix of the CHNA.
Group A-Facility 3 -- INOVA FAIR OAKS HOSPITAL Part V, Section B, line 6a: Inova Fairfax HospitalInova Mt. Vernon HospitalInova Fair Oaks HospitalInova Loudoun Hospital
Group A-Facility 3 -- INOVA FAIR OAKS HOSPITAL Part V, Section B, line 11: In the CHNA report conducted in 2013, Inova Fair Oaks Hospital identified the following significant community health needs: access to health and human services, chronic disease, dental health, health behaviors, maternal and child health, mental health, morbidity, the physical environment and social and economic factors.As described in the Implementation Strategy adopted by the Board, Inova Fair Oaks Hospital indicated that it would address many but not all of the identified needs. The hospital indicated it would not address certain elements that are beyond the scope of the medical campus or are outside of the hospital's expertise including poor air quality, community safety, basic needs insecurity or poor educational achievement. The hospital also indicated that it would not address other elements that are also important but are being addressed by others, including disparities in chronic liver disease, unsafe sex, high rates of Tuberculosis and high rates of Lyme disease. Since the 2013 CHNA was conducted, Inova Fair Oaks Hospital has addressed all of the significant needs as described in this Implementation Strategy. These needs were addressed by initiatives including the following: providing in-kind and financial support for community organizations seeking to improve community health and meet social services needs, participating actively in community coalitions and on boards, operating the Inova Transitional Care Management Program and Discharge clinics for low-income patients without a medical home, operating InovaCares clinics for Medicaid and uninsured patients, the Inova PACE program, increasing visits for uninsured patients to Inova-affiliated specialists, expanding health promotion and education programs particularly to reduce the prevalence of diet and exercise-related health problems, increasing investment in Inova's SNAP Double Dollars Program which enhances access to healthy food, and increasing services provided by the Inova Juniper Program which is Northern Virginia's largest provider of services for HIV/AIDS patients.Some of the new initiatives in 2015 included a program to help children and their families learn about the importance of healthy eating and physical activity. The program was piloted with families at the Inova Cares Clinic for Children, where family income cannot exceed 300% of the federal poverty guidelines and many of the children receive SNAP benefits (food stamps). Additionally, the FACT Department finalized MOAs with the Fairfax Department of Family Services/Child Protective Services to provide emergency removal examinations for foster care placement, and the Loudoun Adult Detention Center and Loudoun Juvenile Detention Center to work on prison rape elimination.While not identified for expansion of services in the 2013 CHNA, Inova continues to serve the community through many ongoing programs, including the provision of culturally competent and linguistically appropriate services; prevention, education and support through the Inova Fair Oaks Cancer Center; alcohol and substance abuse treatment at the Inova Comprehensive Addiction treatment Services; Medicaid managed care plans through INTotal Health; and comprehensive mental health services for children and young adults at the Inova Kellar Center.
Group A-Facility 3 -- INOVA FAIR OAKS HOSPITAL Part V, Section B, line 13h: CALCULATE FAMILY SIZE
Group A-Facility 3 -- INOVA FAIR OAKS HOSPITAL Part V, Section B, line 15e: Financial Aid Brochures explaining the charity policy are available through out the Hospitals. ER Rooms and waiting rooms have charity notifications posted in their areas and on Inova's website.
Group A-Facility 3 -- INOVA FAIR OAKS HOSPITAL Part V, Section B, line 16i: Financial Aid Brochures explaining the charity policy are available through out the Hospitals. ER Rooms and waiting rooms have charity notification posted in their areas and on Inova's website.
Group A-Facility 4 -- INOVA MOUNT VERNON HOSPITAL Part V, Section B, line 5: For IMVH:The hospital interviewed 33 key informants, including external stakeholders (those who represented the broad interests in the community) and internal Inova staff. The interviews were guided by a structured interview guide, and interviewees were encouraged to identify and discuss a wide range of current and emerging issues affecting community health. The hospital also sought input from the public regarding the health of the community through an online survey publicized through mailers and flyers. A detailed listing of the community stakeholders who provided community input is included in the Appendix of the CHNA.
Group A-Facility 4 -- INOVA MOUNT VERNON HOSPITAL Part V, Section B, line 6a: Inova Loudoun HospitalInova Mt. Vernon HospitalInova Fair Oaks HospitalInova Alexandria Hospital
Group A-Facility 4 -- INOVA MOUNT VERNON HOSPITAL Part V, Section B, line 11: In the CHNA report conducted in 2013, Inova Mount Vernon Hospital identified the following significant community health needs: access to health and human services, chronic disease, dental health, health behaviors, maternal and child health, mental health, morbidity, the physical environment and social and economic factors.As described in the Implementation Strategy adopted by the Board, Inova Mount Vernon Hospital indicated that it would address many but not all of the identified needs. The hospital indicated it would not address certain elements that are beyond the scope of the medical campus or are outside of the hospital's expertise including disparities in mortality, poor air quality, or basic needs insecurity. The hospital also indicated that it would not address other elements that are also important but are being addressed by others, including high rates of cancer incidence and disparities in cancer mortality, insufficient case/care management for seniors, disparities in chronic liver disease, unsafe sex and teen pregnancy and high rates of communicable diseases. Since the 2013 CHNA was conducted, Inova Mount Vernon Hospital has addressed all of the significant needs as described in this Implementation Strategy. These needs were addressed by initiatives including the following: providing in-kind and financial support for community organizations seeking to improve community health and meet social services needs, participating actively in community coalitions and on boards, operating the Inova Transitional Care Management Program and Discharge clinics for low-income patients without a medical home, operating InovaCares clinics for Medicaid and uninsured patients, the Inova PACE program, increasing visits for uninsured patients to Inova-affiliated specialists, expanding health promotion and education programs particularly to reduce the prevalence of diet and exercise-related health problems, increasing investment in Inova's SNAP Double Dollars Program which enhances access to healthy food, and increasing services provided by the Inova Juniper Program which is Northern Virginia's largest provider of services for HIV/AIDS patients.Some of the new initiatives in 2015 included a program to help children and their families learn about the importance of healthy eating and physical activity. The program was piloted with families at the Inova Cares Clinic for Children, where family income cannot exceed 300% of the federal poverty guidelines and many of the children receive SNAP benefits (food stamps). Additionally, the FACT Department finalized MOAs with the Fairfax Department of Family Services/Child Protective Services to provide emergency removal examinations for foster care placement, and the Loudoun Adult Detention Center and Loudoun Juvenile Detention Center to work on prison rape elimination.While not identified for expansion of services in the 2013 CHNA, Inova continues to serve the community through many ongoing programs, including the provision of culturally competent and linguistically appropriate services; prevention, education and support through the Inova Mount Vernon Cancer Center; alcohol and substance abuse treatment at the Inova Comprehensive Addiction treatment Services; Medicaid managed care plans through INTotal Health; and comprehensive mental health services for children and young adults at the Inova Kellar Center.
Group A-Facility 4 -- INOVA MOUNT VERNON HOSPITAL Part V, Section B, line 13h: CALCULATE FAMILY SIZE
Group A-Facility 4 -- INOVA MOUNT VERNON HOSPITAL Part V, Section B, line 15e: Financial Aid Brochures explaining the charity policy are available through out the Hospitals. ER Rooms and waiting rooms have charity notifications posted in their areas and on Inova's website.
Group A-Facility 4 -- INOVA MOUNT VERNON HOSPITAL Part V, Section B, line 16i: Financial Aid Brochures explaining the charity policy are available through out the Hospitals. ER Rooms and waiting rooms have charity notification posted in their areas and on Inova's website.
   
Schedule H (Form 990) 2015
Schedule H (Form 990) 2015
Page 8
Part VFacility Information (continued)

Section D. Other Health Care Facilities That Are Not Licensed, Registered, or Similarly Recognized as a Hospital Facility
(list in order of size, from largest to smallest)
How many non-hospital health care facilities did the organization operate during the tax year?30
Name and address Type of Facility (describe)
1 1 - EMERGENCY CARE CENTER OF FAIRFAX
4315 CHAIN BRIDGE ROAD
FAIRFAX,VA22030
EMERGENCY ROOM
2 2 - NORTHERN VIRGINIA SURGERY CENTER LLC
3620 JOSEPH SIEWICK DRIVE
FAIRFAX,VA22033
OUTPATIENT SURGERY
3 3 - FRANCONIA SPRINGFIELD SURGERY CENTER LLC
6355 WALKER LANE SUITE 200
ALEXANDRIA,VA22310
OUTPATIENT SURGERY
4 4 - INOVA RESTON MRI CENTER LLC
2722 MERRILLE DRIVE SUITE 230
FAIRFAX,VA22031
MRI CENTER
5 5 - ASSISTED LIVING AT FAIR OAKS
3750 JOSEPH SIEWICK DRIVE
FAIRFAX,VA22033
ASSISTED LIVING
6 6 - EMERGENCY CARE CENTER OF RESTON
11901 BARON CAMERON AVENUE
RESTON,VA20190
EMERGENCY ROOM
7 7 - ASSISTED LIVING AT MCLEAN
8315 TURNING LEAF
MCLEAN,VA22102
ASSISTED LIVING
8 8 - ASSISTED LIVING AT RESTON TOWN CENTER
1778 FOUNTAIN DRIVE
RESTON,VA20190
ASSISTED LIVING
9 9 - ASSISTED LIVING AT MT VERNON
8033 HOLLAND ROAD
ALEXANDRIA,VA22306
ASSISTED LIVING
10 10 - KELLAR
11204 WAPLES MILL ROAD
FAIRFAX,VA22030
BEHAVIORAL SERVICES
11 11 - INSTITUTE OF RESEARCH AND EDUCATION
3300 GALLOWS ROAD
FALLS CHURCH,VA22042
RESEARCH FACILITY
12 12 - INOVA AMBULATORY SURGERY CENTER AT LORTO
9321 SANGER STREET
LORTON,VA22079
OUTPATIENT SURGERY
13 13 - ASSISTED LIVING AT GEORGE MASON
4300 CHAIN BRIDGE ROAD
FAIRFAX,VA22030
ASSISTED LIVING
14 14 - INOVA URGENT CARE CENTER - BALLSTON
1005 NORTH GLEBE ROAD SUITE 160
ARLINGTON,VA22201
URGENT CARE
15 15 - POTOMAC RADIATION ONCOLOGY
2296 OPITZ BLVD
WOODBRIDGE,VA22191
RADIATION ONCOLOGY
16 16 - INOVA URGENT CARE CENTER - VIENNA
100 MAPLE AVENUE EAST
VIENNA,VA22180
URGENT CARE
17 17 - INOVA URGENT CARE CENTER - DULLES SOUTH
24801 PINEBROOK ROAD SUITE 110
CHANTILLY,VA20152
URGENT CARE
18 18 - INOVA URGENT CARE CENTER - CENTREVILLE
6201 CENTREVILLE ROAD SUITE 200
CENTREVILLE,VA20121
URGENT CARE
19 19 - INOVA PHYSICAL THERAPY CENTER - CENTREVI
6201 CENTREVILLE ROAD SUITE 500
CENTREVILLE,VA20121
REHABILITATION
20 20 - INOVA PHYSICAL THERAPY CENTER-WOODBRIDGE
14605 POTOMAC BRANCH DRIVE SUITE
210
WOODBRIDGE,VA22191
REHABILITATION
21 21 - INOVA PHYSICAL THERAPY CENTER - VIENNA
8320 OLD COURTHOUSE ROAD SUITE 410
VIENNA,VA22182
REHABILITATION
22 22 - INOVA PHYSICAL THERAPY CTR - SPRINGFIELD
8348 TRAFORD LANE SUITE 100
SPRINGFIELD,VA22152
REHABILITATION
23 23 - INOVA URGENT CARE CENTER - PURCELLVILLE
205 HIRST ROAD SUITE 101
PURCELLVILLE,VA20132
URGENT CARE
24 24 - INOVA PHYSICAL THERAPY CENTER - FAIROAKS
3620 JOSEPH SIEWICK DRIVE SUITE 101
FAIRFAX,VA22033
REHABILITATION
25 25 - INOVA PHYSICAL THERAPY CENTER - ASHBURN
20905 PROFESSIONAL PLAZA SUITE 110
ASHBURN,VA20147
REHABILITATION
26 26 - INOVA PHYSICAL THERAPY CENTER- MT VERNON
8101 HINSON FARM ROAD SUITE 401
ALEXANDRIA,VA22306
REHABILITATION
27 27 - INOVA PHYSICAL THERAPY CENTER - DULLES
24801 PINEBROOK ROAD SUITE 200
CHANTILLY,VA20152
REHABILITATION
28 28 - INOVA PHYSICAL THERAPY CENTER - BALLSTON
1005 NORTH GLEBE ROAD SUITE 400
ARLINGTON,VA22201
REHABILITATION
29 29 - CATS
3300 GALLOWS ROAD
FALLS CHURCH,VA22042
BEHAVIORAL SERVICES
30 30 - WOODBURN SURGERY CENTER
3289 WOODBURN ROAD
FALLS CHURCH,VA22003
OUTPATIENT SURGERY
Schedule H (Form 990) 2015
Schedule H (Form 990) 2015
Page 9
Part VI
Supplemental Information
Provide the following information.
1 Required descriptions. Provide the descriptions required for Part I, lines 3c, 6a, and 7; Part II and Part III, lines 2, 3, 4, 8 and 9b.
2 Needs assessment. Describe how the organization assesses the health care needs of the communities it serves, in addition to any CHNAs reported in Part V, Section B.
3 Patient education of eligibility for assistance. Describe how the organization informs and educates patients and persons who may be billed for patient care about their eligibility for assistance under federal, state, or local government programs or under the organization’s financial assistance policy.
4 Community information. Describe the community the organization serves, taking into account the geographic area and demographic constituents it serves.
5 Promotion of community health. Provide any other information important to describing how the organization’s hospital facilities or other health care facilities further its exempt purpose by promoting the health of the community (e.g., open medical staff, community board, use of surplus funds, etc.).
6 Affiliated health care system. If the organization is part of an affiliated health care system, describe the respective roles of the organization and its affiliates in promoting the health of the communities served.
7 State filing of community benefit report. If applicable, identify all states with which the organization, or a related organization, files a community benefit report.
Form and Line Reference Explanation
Part I, Line 6a: THE COMMUNITY BENEFIT REPORT IS INCLUDED IN THE CONSOLIDATED INOVA HEALTH SYSTEM REPORT TO THE COMMUNITY ON INOVA.ORG WEBSITE.
Part I, Line 7: Cost to charge ratio method is used based on table 2 in the instructions. Total operating expense is divided by Total Gross Revenue to arrive at the cost to charge ratio.
Part I, Line 7g: Cost of Physician Clinic is $5,136,888.
Part I, Line 7, Column (f): The Bad Debt expense included on Form 990, Part IX, Line 25, Column (A), but subtracted for purposes of calculating the percentage in this column is $ 72,884,124.
Part II, Community Building Activities: Inova's Office of Sustainability provided community building support focused on environmental improvements. Environmental Mission Statement:Inova Health System is committed to establishing an environmental program that is safer and healthier for our patients, employees, and the community.Community Building Environmental Improvements Waste ManagementInova has been focused on waste reduction strategies including recycling and segregation since 2008. Throughout the hospitals there is a single stream recycling process and there are focused efforts on reducing regulated medical waste. In 2015, Inova was able to provide over 1,300 lbs. of material for medical donation. During this same period Inova recycled over 3 million pounds of materials.Specialized areas recycling (ORs, kitchens): Inova has implemented specialized recycling programs to capture specific materials in areas such as operating rooms and construction sites.EnergyDuring 2015 Inova was very focused on energy reduction by implementing the baseline phases for the strategic energy Management Plan. All 5 hospitals went through a process of sub-metering through a dashboard that allows for real-time energy monitoring of all hospitals. This was started as a pilot project which was rolled out across the entire system in 2015. Work was done to retro-commission Inova's Building Management Systems (BMS). A fine-tuned BMS will allow staff to better regulate energy use. All of these efforts to increase efficiency and resilience reduce Inova's greenhouse gases, carbon footprint and impact on community health.WaterIncorporated native plants and low-impact irrigation systems for landscapingBuildingsContinued LEED construction on Inova Women and Children's Building (IFMC)TransportationPartnered with Fairfax County Department of Transportation to promote alternative commute options for Inova employees; programs such as Employee Commuter Shuttle, reserved parking for carpools/vanpools/hybrids, bike racks, and a pre-tax commuter benefits program help Inova reduce air pollution and traffic congestion in local communitiesFoodExpanded Community Supported Agriculture (CSA) program from Inova Fairfax Hospital to include 11 additional locations, providing direct support to local farmers and bringing fresh, healthy, seasonal foods to our employees. This provided over $27,000 of impact to the local community and over 18,000 pounds of local food to Inova employees.Promoted Sustainable Foods, Healthy Lives Cookbook and free Local Ingredients Guide to educate community around issues of health, wellness, and food; all proceeds from the cookbook go directly to Inova's Double Dollars SNAP Enhancement Program, which matches the first $10 of SNAP benefits spent at select local farmers' marketsSponsor of the Northern Virginia Chapter of Buy Fresh, Buy Local, a nationally recognized program that is dedicated to reintroducing Americans to their food - the seeds it grows from, the farmers who produce it, and the routes that carry it from the fields to their tables. CommunityDistributed over 500 native tree seedlings to be planted within the local community in 2015 in support of Earth DayMentored peer organizations locally and nationally on sustainability efforts, helping them create safer environments for their own patients, employees, and communities
Part III, Line 4: BAD DEBT FOOTNOTE FROM INOVA HEALTH SYSTEM CONSOLIDATED FINANCIAL STATEMENTSPatient accounts receivable include charges for amounts due from all patients less allowances for the excess of established charges over the payments to be received on behalf of patients covered by Medicare, Medicaid and other insurers. The provision for bad debts is recognized when providing an allowance for uncollectible accounts.All operating entities of IHS treat emergency patients regardless of their ability to pay. A patient is classified as a charity patient based upon established IHS policies that consider patient income levels. Since IHS does not pursue collection of amounts that qualify as charity care, they are deducted from gross revenueCosting MethodologyActual bad debt expense is multiplied by the cost to charge ratio used in computing charity care expense in Part I.The are no estimated amounts for bad debt expense attributable to patients under the organization's charity care policy.
Part III, Line 8: The organization does not treat any Medicare shortfall as community benefit. The amounts are taken directly from the Medicare Cost Reports as filed using a cost to charge ratio method.
Part III, Line 9b: Patients who have not applied for Financial Assistance under this policy will be treated as self-pay and subject to Inova's normal billing and collections processes.All patient responsibility portions of Inova's accounts will process through Inova's billing and collection systems for effective in-house collections and within federal guidelines for transitioning to external collection agencies after in-house efforts have been exhausted. Patient responsibility portions will be processed through pre-billing, statement, and follow-up in automated and systematic steps. All collections actions will be in compliance with the Fair Debt Collection Practices Act and ACA International's Code of Ethics and Professional Responsibility.Patients will receive statements for 120 days. After 120 days, with no contact from the patient and without the establishment of acceptable payment terms, accounts will be transferred to a professional collection agency. If continued non-payment occurs beyond a reasonable period of time, legal actions may be undertaken to collect payment.If a patient wishes to make payment arrangements and does not have resources to pay the account in full, payment plans will be offered.No Inova entity or third-party collections agent will impose extraordinary collections actions such as legal actions or adverse credit reporting against any patient, without first making reasonable efforts to determine whether that patient is eligible for Financial Assistance under this policy. These reasonable efforts include:Assuring that no extraordinary collections actions are imposed for at least 120 days from the date of the first billing statement, andProviding a 30-day written notice that includes information about Inova's Financial Assistance Policy and about any intended extraordinary collections actions to be imposed in the event of nonpayment.If a patient is determined to be eligible for Financial Assistance after payment is received or after an extraordinary collections action has been imposed, the account will be adjusted and the collections action will be reversed.
Part VI, Line 2: Inova Health System (IHS) completed a Community Health Needs Assessment (CHNA) in 2013 to identify priority health status and access issues for particular geographic areas and populations by focusing on the following questions: Who in the community is most vulnerable in terms of health status or access to care?What are the unique health status and/or access needs for these populations?Where do these people live in the community? Why are these problems present?Inova's CHNA considers multiple data sources, including secondary data (regarding demographics, health status indicators, and measures of health care access), assessments prepared by other organizations in recent years, and primary data derived from a community survey and from interviews with persons who represent the broad interests of the community, including those with expertise in public health.The following topics and data are assessed in Inova's CHNA report:Demographics, e.g., numbers and locations of vulnerable people;Economic issues, e.g., poverty and unemployment rates, and impacts of state or local budget changes;Community issues, e.g., homelessness, housing, environmental concerns, crime, and availability of social services;Health status indicators, e.g. morbidity rates for various diseases and conditions, and mortality rates for leading causes of death;Health access indicators, e.g., uninsurance rates, discharges for ambulatory care sensitive conditions (ACSC), and use of emergency departments for non-emergent care;Health disparities indicators; andAvailability of healthcare facilities and resources. The assessment identifies a prioritized list of community health needs.As a result of this work and previous work, Inova's programs expanded to address the identified Community Health Priorities. These goals were re-evaluated and updated to align with the Healthy People 2020 goals and outcomes. Inova has moved forward with developing coordinated efforts within the health system to carry out the designed implementation plans of the Community Health Needs Assessment. The Program Outreach Administrator is coordinating plans with hospital leaders to assure effective plan implementation in each of the respective communities. The Program Outreach Administrator is centralized to the system under the Assistant Vice President of Population Health and thereby assures system coordinated efforts are centralized and reflective of Inova Health System's work across Northern Virginia.Community health needs assessments are currently in progress across Northern Virginia sponsored by the various Health Departments using the framework of the Mobilizing for Action through Planning and Partnerships (MAPP) process. Inova Health System is a participating member of each MAPP process team in each jurisdiction across Northern Virginia. Inova served on the MAPP team's year-long task force for Arlington County, for which the final report was completed in 2008. In 2008, Inova also participated in the first of four assessments being conducted by Fairfax County, having lnova leaders in pivotal leadership roles in this process. This is an ongoing community-driven planning process that is designed to provide information for improving the community's delivery of the 10 essential public health services. Fairfax County has three other assessments to complete the MAPP process. This process brings together a diverse group of key community stakeholders including local government, human service organizations, schools and universities, healthcare consumers, advocacy groups, hospitals, faith institutions, youth development organizations, economic and philanthropic groups, etc. to identify strengths and weaknesses in the ten essential areas to provide a foundation for community health planning. Inova is participating in the continuing local public health needs assessment in the City of Alexandria as well. The information from all the MAPP health needs assessments from all jurisdictions served by Inova Health System will provide the new baseline for the ongoing three-year community needs assessments and were incorporated into the community needs assessment implementation plans that were finalized in 2013. In addition to participating in the MAPP process and the CHNA, Inova is continually garnering feedback on existing programs from program participants through monthly and quarterly satisfaction surveys and focus groups, participating in regional and local health related groups such as the Northern Virginia Access to Health Care Consortium, meeting with various cultural and ethnic groups in the community and using internal utilization and outcomes data, review of best practices and regional and national benchmark data and other external sources such as the Metropolitan Washington Council of Governments (COG) demographic data to develop strategic goals for health improvement activities. Collectively, all this information is utilized in assessing community health needs to guide strategic planning efforts.
Part VI, Line 3: Inova Health System utilizes a multifaceted approach to educate and inform patients and the public about Inova's charity care policy. Upon admission to any Inova hospital or any visit to outpatient facilities or clinics including emergency departments, Inova has information posted regarding patient rights and responsibilities. In addition, Inova provides information about the charity care program and referrals to meet with Inova financial counselors who assist patients in completing Inova's charity care application. This financial information is reviewed by the Inova Patient Accounts Department with the patient contacted if additional information is required in order to make a determination. The patient is subsequently provided a letter notifying them as to the level of charity care for which they are qualified (whether it be 100% coverage or a sliding scale payment based upon their income level between 200-300% of the Federal Poverty Level). Inova also has Medicaid eligibility workers on-site in all hospitals, in the InovaCares Clinic for Women and Children (clinic for low income families) and in the community as part of the Partnership for Healthier Kids Access to Care program. Inova partners with schools across the jurisdiction to provide information about state funded health programs for children and contact information to meet with an eligibility worker responsible for enrolling families in state Medicaid programs. These eligibility workers also go out into the community attending community events such as health fairs, faith-based community activities and other family centered community events to proactively meet with families to encourage enrollment in programs for which they are eligible. Inova has a section of the public website dedicated to information about billing and financial coordinators and financial assistance resources. On the site, a brochure called "Financial Help for Healthcare Services" can be downloaded and is available in 6 languages to address the needs of the culturally diverse community Inova serves.
Part VI, Line 4: Inova Health Care Services (IHCS) is a not-for-profit corporation and a subsidiary of the parent organization, Inova Health System Foundation (Inova). Inova provides healthcare and related services throughout Northern Virginia and the greater metropolitan Washington, D.C. area, including certain contiguous counties of Virginia and Maryland. Northern Virginia is one of the fastest growing urban communities in the United States. With approximately 1,314 square miles, the region is the most densely populated in the Commonwealth of Virginia. Northern Virginia is comprised of several distinct communities, including the cities of Alexandria, Fairfax, Falls Church, Manassas and Manassas Park, and the counties of Arlington, Fairfax, Loudoun, and Prince William. The eastern sections are urbanized with attendant health problems of overcrowding and increasing demand for health services and public programs. Inova Health Care Services' service area is primarily the cities of Alexandria, Fairfax and Falls Church and Fairfax County.The region's population served by IHCS is forecasted to grow 14% over the next decade adding an estimated average of 36,000 persons a year. Population will be spurred by the long-term strength of the region's economy, high rates of in-migration and international immigration. The region's population that is 65 years of age and older is expected to grow 65% over the next 10 years, while the number of children will increase by about 7% during the same time period.Northern Virginia's racial and ethnic diversity is more pronounced than in the rest of the state. With increasing diversity, economically disadvantaged populations and multiple languages, the need for access to culturally appropriate, flexible health care continues to grow. The Northern Virginia geographic region in 2014 was 47% minority, up from 28% in 1990, while the nation as a whole reflects a 38% minority population (U.S. Census Bureau). Fairfax County, with more than one million residents, is the largest jurisdiction in Northern Virginia and also has the largest minority population. In Fairfax County in 2014 Asians, Hispanics, and African Americans represented 19.2%, 16.4%, and 10.0% of the county's population, respectively. More than one-quarter of the state's Hispanic population resides in Fairfax County (U.S. Census Bureau).According to the US Census Bureau Small Area Health Insurance Estimates (SAHIE) in 2013 approximately 12.3% of the total population under the age of 65 (about 122,000 people) in Fairfax County lacked healthcare insurance. Of the people living in Fairfax County whose family incomes are at or below 200% of the federal poverty level, SAHIE estimates that 37.7% (about 57,000 people) were uninsured in 2013.Area residents most likely to be uninsured are those whose family incomes are at or below 200% of the poverty level, young adults (age 18-44), people of racial backgrounds other than White, unemployed individuals, part-time workers, and people who work at companies with fewer than 50 employees. Serving this population poses significant cultural and linguistic challenges, and these uninsured citizens are widely distributed in terms of age, geographic region, and health status.
Part VI, Line 5: evident given through the numerous targeted community programs. These programs provideing access to care for low income, uninsured, underinsured and vulnerable populations; promoting promote health & wellness; and increaseing health literacy; provideing the support and infrastructure for disaster preparedness; and providing provide programs to support development of our future healthcare workforce to meet the healthcare needs of the communities served. All Inova healthcare facilities have open medical staffs to provide the maximum access to qualified physicians. A Community Board of Trustees provides fiscal and quality oversight for Inova Health Care Services' facilities to ensure the vision and mission of the organization is achieved.Access to Care ProgramsInova's Population Health Division is organized to address the a wide-spectrum of community healthcare needs of the community. In addition to the programs already described in the core form program, accomplishments activities that provide infrastructure support and services focused on vulnerable populations to increase access to healthcare services for the communities served by Inova Health System include the following programs: which provide infrastructure support and services focused on vulnerable populations:The Streamlined Eligibility program (SES), launched by the successful implementation of the federally-funded 2001 CAP and 2004 HCAP grants, continues to be funded by Inova. SES provides local safety-net health care providers access to coordinated health care networks to serve the uninsured and underinsured residents of Northern Virginia. A shared database is used to determine a patient's eligibility for services which provides one central intake thereby streamlining and expediting the process. Inova supports the infrastructure and expansion of the program which currently consists of 12 public/private partners serving Fairfax County, City of Alexandria, Loudoun County, Arlington County, and Prince William County. The system currently houses over 300,000 eligibility records of uninsured and Medicaid patients.Inova's Partnership for Healthier Kids (PHK) Access to Care program provides families with comprehensive application and enrollment assistance to connect them with an appropriate and affordable source of health care services. In 2015, PHK assisted over 4,195 children with access to a source of comprehensive health care services such as Medicaid, FAMIS or local safety net providers.Care Connection for Children (CCC) is funded by the Virginia Department of Health. The goal of CCC is to help families coordinate community and educational resources with medical expertise to ensure that children with special healthcare needs can reach their maximum potential. CCC partners with families of children who have chronic healthcare needs to help open doors to needed resources and coordinate quality family-centered care. CCC is committed to helping children maximize their potential in a caring, innovative and culturally sensitive manner. In 2015, CCC served 669 families.Transitional Care Management Inova Transitional Care Management Program (TCM), implemented July 2011, focuses on unmanaged Medicare/ Medicaid, Innovation Health, Aetna Medicare Advantage and uninsured patients diagnosed with heart failure (CHF), Chronic Obstructive Pulmonary Disease (COPD), pneumonia and Acute Myocardial Infarction (AMI). These diseases account for a high proportion of potentially preventable readmissions. For 30 days after discharge from the hospital or emergency room, TCM case managers monitor patients primarily by telephone. They educate patients about their illnesses, ensure they have a follow-up appointment with their primary care physician (PCP), and confirm they have filled any prescriptions and are taking the correct medications and provide intensive care coordination. For those patients that do not have a PCP or cannot be seen by their PCP within an appropriate time frame post hospital discharge, Inova has developed the Inova Transitional Services Discharge Clinics in three locations in which patients are provided a follow-up appointment with a nurse practitioner or physician who will follow the patient until the patient is ready to transition to a permanent Medical Home. Inova Home Health Services also partners with TCM in providing home visits to patients identified by the case managers as needing a home visit. In 2015, there were 4,549 enrollments to the TCM program with almost 4,000 patients being served. In 2015, the Discharge Clinic served 2,994 patients with over 9,000 visit encounters. Inova Kellar CenterInova Kellar Center is a community based behavioral health center and special education school founded by Inova in 1991 with a gift from Fairfax County residents, Art and Betty Kellar, to address a gap in mental health and substance abuse services for children and adolescents. Currently IKC offers a full continuum of mental health services from outpatient therapies and medication management to after school Intensive Outpatient Programs and a full day Partial Hospitalization Program. The Kellar School, a private special education day school for students with emotional, social and behavioral needs provides academic instruction within a therapeutic environment. The Center provided 75,999 hours of programming, treatment and education to children, adolescents, and families in 2015. Health Promotion and Preventative Care ProgramsNorthern Virginia Healthy Kids' Coalition: Tipping the Scales for Better Health. Inova Health System in partnership with Northern Virginia schools, health departments, and government entities have joined together in a multi-year effort to address the childhood obesity epidemic by working to reverse this trend. Inova Health System sponsors this community-based coalition. To prevent and reduce the incidence of nutrition-related diseases, Inova focused on several initiatives to reduce food insecurity and increase food literacy among community members. Specifically, Inova continued to match the purchases made by SNAP customers (formerly food stamps) at farmers markets, allowing low-income individuals to purchase more fresh produce. In 2015 Inova began supporting two new farmers markets and provided nearly $9,000 in grants. Inova also launched a nutrition education and physical activity program at the Inova Cares Clinic for Children, where family income levels are at 400% or below of the federal poverty level. Families learn cooking skills and ways to eat healthier and get more exercise within budget and time constraints. Inova and Wesley Theological Seminary are working on a 3 year partnership to strengthen the faith/health connection in the Mt. Vernon community. Through the creation of health ministries in congregations throughout Mt. Vernon, the partnership supports congregations working to improve health outcomes and reduce hospital readmission rates by providing resources and education. Inova provides Health Ministry and Faith Community Nurse certificate scholarships to those interested in building a health ministry within their congregation.Health Literacy and Health Equity ProgramsThe Office of Health Equity (OHE) identifies and addresses health disparities in northern Virginia through internal and community initiatives. The department is dedicated to the elimination of disparities in the community through community partnership, diversity and cultural competence education, and provision of language services. In support of patient safety and satisfaction, language interpretation and translation services are provided at every Inova facility, to facilitate communication with the 14 percent of Inova's patient population who are limited English proficient (LEP). Medical Interpretation in over 200 languages is provided by on-site medical interpreters and telephonic interpreters. In 2015, Inova delivered 59,048 hours of interpreter services and 13,715 hours of Sign Language interpretation across Inova facilities. Over 572 vital documents were translated into Inova's top languages.
Part VI, Line 6: Organization is part of Inova Health System included in description under Line 5.
Schedule H (Form 990) 2015
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" on Form 990, Part IV, line 23.
SchJMediumBullet Attach to Form 990.
SchJMediumBullet Information about Schedule J (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
Open to Public Inspection
Name of the organization
INOVA HEALTH CARE SERVICES
 
Employer identification number

54-0620889
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 on 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 of the expenses described above? If "No," complete Part III to explain .........
1b
 
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked in line 1a? ..
2
 
 
3
Indicate which, if any, of the following the filing organization used 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 on 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), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on 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," on line 5a or 5b, describe in Part III.
6
For persons listed on 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," on line 6a or 6b, describe in Part III.
7
For persons listed on 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
 
No
8
Were any amounts reported on 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" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2015

Schedule J (Form 990) 2015
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 on 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 (E) amounts for that individual.
(A) Name and Title (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 in column(B) reported as deferred on prior Form 990
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
1JKNOX SINGLETONPRESIDENT (i)

(ii)
0
-------------
1,239,735
0
-------------
917,834
0
-------------
1,023,087
0
-------------
553,000
0
-------------
5,953
0
-------------
3,739,609
0
-------------
687,500
2RICHARD MAGENHEIMERTREASURER (i)

(ii)
0
-------------
686,647
0
-------------
455,969
0
-------------
743,977
0
-------------
478,579
0
-------------
16,438
0
-------------
2,381,610
0
-------------
603,000
3JOHN GAULASST SECRETARY (i)

(ii)
446,197
-------------
0
133,255
-------------
0
21,710
-------------
0
100,783
-------------
0
21,086
-------------
0
723,031
-------------
0
0
-------------
0
4MARK STAUDERPRESIDENT, COO (i)

(ii)
0
-------------
991,051
0
-------------
588,826
0
-------------
1,144,081
0
-------------
801,492
0
-------------
20,073
0
-------------
3,545,523
0
-------------
778,291
5PATRICK CHRISTIANSENEVP CEO IFMC (i)

(ii)
0
-------------
628,958
0
-------------
265,216
0
-------------
37,524
0
-------------
145,096
0
-------------
15,726
0
-------------
1,092,520
0
-------------
0
6JOHN NIEDERHUBERCEO ITMI & EVP IHS (i)

(ii)
0
-------------
985,933
0
-------------
802,543
0
-------------
41,124
0
-------------
37,250
0
-------------
9,265
0
-------------
1,876,115
0
-------------
0
7MARSHALL RUFFINEVP CTO (i)

(ii)
0
-------------
616,222
0
-------------
272,281
0
-------------
39,312
0
-------------
149,236
0
-------------
14,718
0
-------------
1,091,769
0
-------------
0
8LORING FLINTEVP CHIEF MEDICAL OFFICER (i)

(ii)
0
-------------
607,509
0
-------------
296,099
0
-------------
37,524
0
-------------
151,048
0
-------------
19,968
0
-------------
1,112,148
0
-------------
0
9SALLY PAULLEVP CHIEF HR OFFICER (i)

(ii)
0
-------------
400,492
0
-------------
56,000
0
-------------
32,622
0
-------------
58,193
0
-------------
20,351
0
-------------
567,658
0
-------------
0
10SUSAN CARROLLCEO IAH (i)

(ii)
372,218
-------------
0
91,757
-------------
0
146,112
-------------
0
95,373
-------------
0
22,480
-------------
0
727,940
-------------
0
59,276
-------------
0
11JOHN FITZGERALDCEO IFOH (i)

(ii)
394,469
-------------
0
133,894
-------------
0
39,144
-------------
0
94,865
-------------
0
17,439
-------------
0
679,811
-------------
0
0
-------------
0
12JOHN HAMILTONPHYSICIAN (i)

(ii)
1,221,607
-------------
0
0
-------------
0
1,242
-------------
0
53,247
-------------
0
19,790
-------------
0
1,295,886
-------------
0
0
-------------
0
13JEFF SCHULMANPHYSICIAN (i)

(ii)
900,271
-------------
0
0
-------------
0
539
-------------
0
49,250
-------------
0
21,249
-------------
0
971,309
-------------
0
0
-------------
0
14CARY SCHWARTZBACHPHYSICIAN (i)

(ii)
901,895
-------------
0
0
-------------
0
2,317
-------------
0
0
-------------
0
22,145
-------------
0
926,357
-------------
0
0
-------------
0
15JAMES ECKLUNDPHYSICIAN (i)

(ii)
991,204
-------------
0
221,250
-------------
0
1,242
-------------
0
55,250
-------------
0
22,730
-------------
0
1,291,676
-------------
0
0
-------------
0
16ROBERT HYMESPHYSICIAN (i)

(ii)
897,070
-------------
0
0
-------------
0
808
-------------
0
49,250
-------------
0
22,500
-------------
0
969,628
-------------
0
0
-------------
0
17HPATRICK WALTERSFORMER SVP STRATEGIC PLANN (i)

(ii)
0
-------------
418,356
0
-------------
165,533
0
-------------
102,133
0
-------------
54,178
0
-------------
14,491
0
-------------
754,691
0
-------------
0
18MARK RUNYONFORMER SVP FINANCE (i)

(ii)
40,937
-------------
0
146,224
-------------
0
2,509
-------------
0
5,277
-------------
0
15,882
-------------
0
210,829
-------------
0
0
-------------
0
19MAUREEN SWICKFORMER SVP COO IFH AND CNE IHS (i)

(ii)
335,333
-------------
0
98,365
-------------
0
24,902
-------------
0
107,588
-------------
0
19,298
-------------
0
585,486
-------------
0
0
-------------
0
20JAMES SANTRYFORMER SVP BUS DEV & MANAGED CARE (i)

(ii)
0
-------------
412,241
0
-------------
145,248
0
-------------
85,738
0
-------------
60,259
0
-------------
24,035
0
-------------
727,521
0
-------------
29,205
21CHRISTINE CANDIOFORMER CEO IAH (i)

(ii)
0
-------------
0
1,237
-------------
0
211,333
-------------
0
0
-------------
0
13,480
-------------
0
226,050
-------------
0
0
-------------
0
22JOSEPH ROCHEFORMER EXEC DIR EAP (i)

(ii)
154,769
-------------
0
27,034
-------------
0
887
-------------
0
32,056
-------------
0
21,544
-------------
0
236,290
-------------
0
0
-------------
0
23TODD LOCKCUFFFORMER AVP ASSOC ADMIN CFO (i)

(ii)
209,646
-------------
0
56,757
-------------
0
10,288
-------------
0
37,056
-------------
0
2,495
-------------
0
316,242
-------------
0
0
-------------
0
24HUGO AGUASFORMER AVP HR ASSOC ADMIN (i)

(ii)
190,744
-------------
0
29,291
-------------
0
27,772
-------------
0
42,419
-------------
0
11,137
-------------
0
301,363
-------------
0
11,806
-------------
0
25MARY DIXONFORMER AVP CNO (i)

(ii)
143,498
-------------
0
34,055
-------------
0
75,483
-------------
0
29,556
-------------
0
1,053
-------------
0
283,645
-------------
0
0
-------------
0
26PAMELA MCVEYFORMER DIR NURSING RESOURC (i)

(ii)
121,756
-------------
0
14,543
-------------
0
2,066
-------------
0
0
-------------
0
6,103
-------------
0
144,468
-------------
0
0
-------------
0
Schedule J (Form 990) 2015

Schedule J (Form 990) 2015
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.
Return Reference Explanation
Part I, Lines 4a-b Severance Payments Christine Candio $211,333 Mary Dixon $40,520 SERP Plan Payments Hugo Aguas $14,102 Susan Carroll $115,344 Richard Magenheimer $101,665 James Santry $51,990 Knox Singleton $243,660 Patrick Walters $62,821 Mark Stauder $246,020 The Supplemental Executive Retirement plan (SERP Plan) is a nonqualified retirement plan. Employees eligible to participate are Executive Directors, Assistant Vice Presidents, Vice Presidents, Senior Vice Presidents, Executive Vice Presidents, CFO, COO, and CEO. Each year, a certain percentage of each participant's base salary is contributed to the SERP Plan. This amount ranges from 5% to 20%, depending on position. After three years of continuous participation, participants vest in 50% of their balance at that time and are paid out the vested balance as a taxable event. After a total of six years participation and after attaining age 45, participants are 100% vested and are paid out their remaining balance as a taxable event. Vesting then reverts to a 3 year rolling schedule until year 12. Thereafter, the annual contribution is paid out to the participant each year as a taxable event.
Schedule J (Form 990) 2015
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.

SchKMediumBulletInformation about Schedule K (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
Open to Public
Inspection
Name of the organization
INOVA HEALTH CARE SERVICES
 
Employer identification number
54-0620889
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 Industrial Development Authority of Fairfax County Virginia
 
91-1920228 303823FM5 05-12-2005 124,000,000 See Part VI   X   X   X
B Industrial Development Authority of Fairfax County Virginia
 
91-1920228 303823FR4 05-12-2005 99,400,000 See Part VI   X   X   X
C Industrial Development Authority of Fairfax County Virginia
 
91-1920228 303823GL6 04-16-2009 350,414,313 See Part VI   X   X   X
D Industrial Development Authority of Fairfax County Virginia
 
91-1920228 303823JH2 12-15-2009 73,433,655 See Part VI   X   X   X
Industrial Development Authority of Fairfax County Virginia
 
91-1920228 303823JJ8 03-08-2010 190,000,000 See Part VI   X   X   X
Industrial Development Authority of Fairfax County Virginia
 
91-1920228   07-29-2011 54,490,000 See Part VI   X   X   X
Industrial Development Authority of Fairfax County Virginia
 
91-1920228 303823KE7 08-23-2012 382,960,937 See Part VI   X   X   X
Industrial Development Authority of Fairfax County Virginia
 
91-1920228 303823KN7 08-23-2012 145,000,000 See Part VI   X   X   X
Industrial Development Authority of Fairfax County Virginia
 
91-1920228 303823KS6 12-20-2012 80,991,559 See Part VI   X   X   X
Industrial Development Authority of Fairfax County Virginia
 
91-1920228   12-04-2013 79,530,000 See Part VI   X   X   X
Industrial Development Authority of Fairfax County Virginia
 
91-1920228 303823KX5 12-17-2014 209,030,800 See Part VI   X   X   X
Part II
Proceeds
A B C D
1 Amount of bonds retired .................. 14,270,000 80,790,000 98,290,000 20,290,000
2 Amount of bonds legally defeased ..............        
3 Total proceeds of issue .................. 130,441,544 99,400,000 350,414,313 73,433,655
4 Gross proceeds in reserve funds .............        
5 Capitalized interest from proceeds ............. 3,604,217 107,241    
6 Proceeds in refunding escrows ...............        
7 Issuance costs from proceeds ............... 367,125 294,292 4,384,313 660,539
8 Credit enhancement from proceeds .............        
9 Working capital expenditures from proceeds .............        
10 Capital expenditures from proceeds ............. 126,470,203   385,117,977 50,184,794
11 Other spent proceeds ............. 190,000,000 98,998,467 346,030,000 72,773,116
12 Other unspent proceeds .............     78,597,369  
13 Year of substantial completion ............. 2007
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 Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2015

Schedule K (Form 990) 2015
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          
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   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 0.860 % 0.860 % 0.650 % 0.650 %
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 0.700 %   0.700 % 0.700 %
6 Total of lines 4 and 5 ............. 0.860 % 0.860 % 1.350 % 1.350 %
7 Does the bond issue meet the private security or payment test? ...   X   X   X   X
8a Has there been a sale or disposition of any of the bond-financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?.............   X   X   X   X
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of. ..        
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? .............                
9 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 the issuer filed Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate? ...   X   X   X   X
2 If "No" to line 1, did the following apply? ....
a Rebate not due yet? .......   X   X   X   X
b Exception to rebate? ........   X   X   X X  
c No rebate due? ......... X   X   X     X
If "Yes" to line 2c, provide in Part VI the date the rebate
computation was performed ......
3 Is the bond issue a variable rate issue? ..... X   X     X   X
4a 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 .......... Morgan Stanley
Capital Services
 
 
 
 
 
 
c Term of hedge ......... 3000.0000000000 %      
d Was the hedge superintegrated? ......   X            
e Was the hedge terminated? ........ X              
Schedule K (Form 990) 2015

Schedule K (Form 990) 2015
Page 3
Part IV
Arbitrage (Continued)
A B C D
Yes No Yes No Yes No Yes No
5a Were gross proceeds invested in a guaranteed investment contract (GIC)?   X   X   X   X
b Name of provider ..........  
 
 
 
 
 
 
 
c Term of GIC .........        
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? ........                
6 Were any gross proceeds invested beyond an available temporary period?   X   X   X   X
7 Has the organization established written procedures to monitor the requirements of section 148? ... X   X   X   X  
Part V
Procedures To Undertake Corrective Action
A B C D
Yes No Yes No Yes No Yes No
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? X   X   X   X  
Part VI
Supplemental Information. Provide additional information for responses to questions on Schedule K (see instructions).
Return Reference Explanation
PART I, COLUMN E, ISSUE PRICE Part I, column E, 2005A bonds 2005A, B, D, E bond issue price per form 8038 476,700,000 2005B, D, E bonds refinanced by subsequent issues (352,700,000) Remaining 2005A issue price 124,000,000 Part I, column E, 2009A bonds 2009AB bond issue price per form 8038 540,414,313 2009B bonds refinanced by subsequent issues (190,000,000) Remaining 2009A issue price 350,414,313
PART I, COLUMN F, DESCRIPTION OF PURPOSE Bond A 1) Renovate and expand certain portions of Inova Alexandria Hospital (IAH), Inova Fairfax Hospital (IFH), Inova Fair Oaks Hospital (IFOH); 2) Acquire certain capital equipment for use in or in connection with IAH, IFH, IFOH, and Inova Mount Vernon Hospital (IMVH) and renovate any space necessary or incidental to the installation of such equipment; 3) Pay issuance costs for Series 2005 A and B; 4) Refund prior bonds issued by the Industrial Development Authority of Loudoun County, Virginia Hospital Revenue Bonds, Series 1995 issued 10/26/1995 and 2002A issued 6/27/2002, and pay issuance costs of Series 2005D; 5) Refund prior bonds Series 2001A, B, C, and D issued 12/11/2001 Bond B 1) Refund prior bonds -1996A issued 4/18/1996; 2) Pay issuance costs of series 2005C bonds Bond C 1) Refund prior bonds - 2008ABC issued 4/17/08; 2) Pay issuance costs of series 2009A and B bonds; 3) Finance the costs of acquisition, construction, renovation, installation and equipping of the 2009 Projects Bond D 1) Refund prior bonds - 1998A issued 3/10/98; 2) Pay issuance costs of series 2009C bonds Bond E 1) Refund prior bonds - 2009B issued 4/16/2009; 2) Pay issuance costs of series 2010A bonds Bond F 1) Refund prior bonds - 1988A-D issued 8/4/1988; 2000 issued 3/23/2000; 2005A & 2005C issued 5/12/2005 Bond G 1) Construct, renovate and expand certain portions of IFH, IMVH and IFOH Bond H 1) Construct, renovate and expand certain portions of IFH, IMVH and IFOH ; 2) refund a portion of 2010A bonds issued 3/8/10 Bond I 1) Advance refund a portion of 2009A bonds issued 4/16/2009 Bond J 1) Refund prior bonds - 1988A-D issued 8/4/1988; 2000 issued 3/23/2000; 2005A and 2005C issued 5/12/2005 Bond K 1) Construct, renovate and expand certain portions of IFH, IMVH and IFOH
PART II, LINE 3, PROCEEDS Part II, line 3. 2005A bonds Issue price 124,000,000 Earnings 6,441,544 Total proceeds 130,441,544 Part II, line 3. 2010A bonds Issue price 190,000,000 Earnings 1,511,888 Transferred proceeds 164,510,779 Total proceeds 356,022,667 Part II, line 3. 2012AB bonds Issue price 382,960,937 Earnings 2,157,040 Total proceeds 385,117,977 Part II, line 3. 2012C bonds Issue price 145,000,000 Earnings 184,794 Total proceeds 145,184,794 Part II, line 3. 2014A bonds Issue price 209,030,800 Earnings 450,852 Total proceeds 208,481,652
PART IV, LINE 2C, DATE OF REBATE COMPUTATION Part 4, line 2C. 2005A 5/12/2010 Part 4, line 2C. 2005C 8/15/2006 Part 4, line 2C. 2009A 4/16/2014
Schedule K (Form 990) 2015

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.

SchKMediumBulletInformation about Schedule K (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
Open to Public
Inspection
Name of the organization
INOVA HEALTH CARE SERVICES
 
Employer identification number
54-0620889
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 Industrial Development Authority of Fairfax County Virginia
 
91-1920228 303823FM5 05-12-2005 124,000,000 See Part VI   X   X   X
B Industrial Development Authority of Fairfax County Virginia
 
91-1920228 303823FR4 05-12-2005 99,400,000 See Part VI   X   X   X
C Industrial Development Authority of Fairfax County Virginia
 
91-1920228 303823GL6 04-16-2009 350,414,313 See Part VI   X   X   X
D Industrial Development Authority of Fairfax County Virginia
 
91-1920228 303823JH2 12-15-2009 73,433,655 See Part VI   X   X   X
Industrial Development Authority of Fairfax County Virginia
 
91-1920228 303823JJ8 03-08-2010 190,000,000 See Part VI   X   X   X
Industrial Development Authority of Fairfax County Virginia
 
91-1920228   07-29-2011 54,490,000 See Part VI   X   X   X
Industrial Development Authority of Fairfax County Virginia
 
91-1920228 303823KE7 08-23-2012 382,960,937 See Part VI   X   X   X
Industrial Development Authority of Fairfax County Virginia
 
91-1920228 303823KN7 08-23-2012 145,000,000 See Part VI   X   X   X
Industrial Development Authority of Fairfax County Virginia
 
91-1920228 303823KS6 12-20-2012 80,991,559 See Part VI   X   X   X
Industrial Development Authority of Fairfax County Virginia
 
91-1920228   12-04-2013 79,530,000 See Part VI   X   X   X
Industrial Development Authority of Fairfax County Virginia
 
91-1920228 303823KX5 12-17-2014 209,030,800 See Part VI   X   X   X
Part II
Proceeds
A B C D
1 Amount of bonds retired .................. 14,270,000 80,790,000 98,290,000 20,290,000
2 Amount of bonds legally defeased ..............        
3 Total proceeds of issue .................. 130,441,544 99,400,000 350,414,313 73,433,655
4 Gross proceeds in reserve funds .............        
5 Capitalized interest from proceeds ............. 3,604,217 107,241    
6 Proceeds in refunding escrows ...............        
7 Issuance costs from proceeds ............... 367,125 294,292 4,384,313 660,539
8 Credit enhancement from proceeds .............        
9 Working capital expenditures from proceeds .............        
10 Capital expenditures from proceeds ............. 126,470,203   385,117,977 50,184,794
11 Other spent proceeds ............. 190,000,000 98,998,467 346,030,000 72,773,116
12 Other unspent proceeds .............     78,597,369  
13 Year of substantial completion ............. 2007
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 Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2015

Schedule K (Form 990) 2015
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          
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   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 0.860 % 0.860 % 0.650 % 0.650 %
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 0.700 %   0.700 % 0.700 %
6 Total of lines 4 and 5 ............. 0.860 % 0.860 % 1.350 % 1.350 %
7 Does the bond issue meet the private security or payment test? ...   X   X   X   X
8a Has there been a sale or disposition of any of the bond-financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?.............   X   X   X   X
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of. ..        
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? .............                
9 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 the issuer filed Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate? ...   X   X   X   X
2 If "No" to line 1, did the following apply? ....
a Rebate not due yet? .......   X   X   X   X
b Exception to rebate? ........   X   X   X X  
c No rebate due? ......... X   X   X     X
If "Yes" to line 2c, provide in Part VI the date the rebate
computation was performed ......
3 Is the bond issue a variable rate issue? ..... X   X     X   X
4a 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 .......... Morgan Stanley
Capital Services
 
 
 
 
 
 
c Term of hedge ......... 3000.0000000000 %      
d Was the hedge superintegrated? ......   X            
e Was the hedge terminated? ........ X              
Schedule K (Form 990) 2015

Schedule K (Form 990) 2015
Page 3
Part IV
Arbitrage (Continued)
A B C D
Yes No Yes No Yes No Yes No
5a Were gross proceeds invested in a guaranteed investment contract (GIC)?   X   X   X   X
b Name of provider ..........  
 
 
 
 
 
 
 
c Term of GIC .........        
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? ........                
6 Were any gross proceeds invested beyond an available temporary period?   X   X   X   X
7 Has the organization established written procedures to monitor the requirements of section 148? ... X   X   X   X  
Part V
Procedures To Undertake Corrective Action
A B C D
Yes No Yes No Yes No Yes No
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? X   X   X   X  
Part VI
Supplemental Information. Provide additional information for responses to questions on Schedule K (see instructions).
Return Reference Explanation
PART I, COLUMN E, ISSUE PRICE Part I, column E, 2005A bonds 2005A, B, D, E bond issue price per form 8038 476,700,000 2005B, D, E bonds refinanced by subsequent issues (352,700,000) Remaining 2005A issue price 124,000,000 Part I, column E, 2009A bonds 2009AB bond issue price per form 8038 540,414,313 2009B bonds refinanced by subsequent issues (190,000,000) Remaining 2009A issue price 350,414,313
PART I, COLUMN F, DESCRIPTION OF PURPOSE Bond A 1) Renovate and expand certain portions of Inova Alexandria Hospital (IAH), Inova Fairfax Hospital (IFH), Inova Fair Oaks Hospital (IFOH); 2) Acquire certain capital equipment for use in or in connection with IAH, IFH, IFOH, and Inova Mount Vernon Hospital (IMVH) and renovate any space necessary or incidental to the installation of such equipment; 3) Pay issuance costs for Series 2005 A and B; 4) Refund prior bonds issued by the Industrial Development Authority of Loudoun County, Virginia Hospital Revenue Bonds, Series 1995 issued 10/26/1995 and 2002A issued 6/27/2002, and pay issuance costs of Series 2005D; 5) Refund prior bonds Series 2001A, B, C, and D issued 12/11/2001 Bond B 1) Refund prior bonds -1996A issued 4/18/1996; 2) Pay issuance costs of series 2005C bonds Bond C 1) Refund prior bonds - 2008ABC issued 4/17/08; 2) Pay issuance costs of series 2009A and B bonds; 3) Finance the costs of acquisition, construction, renovation, installation and equipping of the 2009 Projects Bond D 1) Refund prior bonds - 1998A issued 3/10/98; 2) Pay issuance costs of series 2009C bonds Bond E 1) Refund prior bonds - 2009B issued 4/16/2009; 2) Pay issuance costs of series 2010A bonds Bond F 1) Refund prior bonds - 1988A-D issued 8/4/1988; 2000 issued 3/23/2000; 2005A & 2005C issued 5/12/2005 Bond G 1) Construct, renovate and expand certain portions of IFH, IMVH and IFOH Bond H 1) Construct, renovate and expand certain portions of IFH, IMVH and IFOH ; 2) refund a portion of 2010A bonds issued 3/8/10 Bond I 1) Advance refund a portion of 2009A bonds issued 4/16/2009 Bond J 1) Refund prior bonds - 1988A-D issued 8/4/1988; 2000 issued 3/23/2000; 2005A and 2005C issued 5/12/2005 Bond K 1) Construct, renovate and expand certain portions of IFH, IMVH and IFOH
PART II, LINE 3, PROCEEDS Part II, line 3. 2005A bonds Issue price 124,000,000 Earnings 6,441,544 Total proceeds 130,441,544 Part II, line 3. 2010A bonds Issue price 190,000,000 Earnings 1,511,888 Transferred proceeds 164,510,779 Total proceeds 356,022,667 Part II, line 3. 2012AB bonds Issue price 382,960,937 Earnings 2,157,040 Total proceeds 385,117,977 Part II, line 3. 2012C bonds Issue price 145,000,000 Earnings 184,794 Total proceeds 145,184,794 Part II, line 3. 2014A bonds Issue price 209,030,800 Earnings 450,852 Total proceeds 208,481,652
PART IV, LINE 2C, DATE OF REBATE COMPUTATION Part 4, line 2C. 2005A 5/12/2010 Part 4, line 2C. 2005C 8/15/2006 Part 4, line 2C. 2009A 4/16/2014
Schedule K (Form 990) 2015

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.

SchKMediumBulletInformation about Schedule K (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
Open to Public
Inspection
Name of the organization
INOVA HEALTH CARE SERVICES
 
Employer identification number
54-0620889
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 Industrial Development Authority of Fairfax County Virginia
 
91-1920228 303823FM5 05-12-2005 124,000,000 See Part VI   X   X   X
B Industrial Development Authority of Fairfax County Virginia
 
91-1920228 303823FR4 05-12-2005 99,400,000 See Part VI   X   X   X
C Industrial Development Authority of Fairfax County Virginia
 
91-1920228 303823GL6 04-16-2009 350,414,313 See Part VI   X   X   X
D Industrial Development Authority of Fairfax County Virginia
 
91-1920228 303823JH2 12-15-2009 73,433,655 See Part VI   X   X   X
Industrial Development Authority of Fairfax County Virginia
 
91-1920228 303823JJ8 03-08-2010 190,000,000 See Part VI   X   X   X
Industrial Development Authority of Fairfax County Virginia
 
91-1920228   07-29-2011 54,490,000 See Part VI   X   X   X
Industrial Development Authority of Fairfax County Virginia
 
91-1920228 303823KE7 08-23-2012 382,960,937 See Part VI   X   X   X
Industrial Development Authority of Fairfax County Virginia
 
91-1920228 303823KN7 08-23-2012 145,000,000 See Part VI   X   X   X
Industrial Development Authority of Fairfax County Virginia
 
91-1920228 303823KS6 12-20-2012 80,991,559 See Part VI   X   X   X
Industrial Development Authority of Fairfax County Virginia
 
91-1920228   12-04-2013 79,530,000 See Part VI   X   X   X
Industrial Development Authority of Fairfax County Virginia
 
91-1920228 303823KX5 12-17-2014 209,030,800 See Part VI   X   X   X
Part II
Proceeds
A B C D
1 Amount of bonds retired .................. 14,270,000 80,790,000 98,290,000 20,290,000
2 Amount of bonds legally defeased ..............        
3 Total proceeds of issue .................. 130,441,544 99,400,000 350,414,313 73,433,655
4 Gross proceeds in reserve funds .............        
5 Capitalized interest from proceeds ............. 3,604,217 107,241    
6 Proceeds in refunding escrows ...............        
7 Issuance costs from proceeds ............... 367,125 294,292 4,384,313 660,539
8 Credit enhancement from proceeds .............        
9 Working capital expenditures from proceeds .............        
10 Capital expenditures from proceeds ............. 126,470,203   385,117,977 50,184,794
11 Other spent proceeds ............. 190,000,000 98,998,467 346,030,000 72,773,116
12 Other unspent proceeds .............     78,597,369  
13 Year of substantial completion ............. 2007
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 Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2015

Schedule K (Form 990) 2015
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          
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   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 0.860 % 0.860 % 0.650 % 0.650 %
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 0.700 %   0.700 % 0.700 %
6 Total of lines 4 and 5 ............. 0.860 % 0.860 % 1.350 % 1.350 %
7 Does the bond issue meet the private security or payment test? ...   X   X   X   X
8a Has there been a sale or disposition of any of the bond-financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?.............   X   X   X   X
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of. ..        
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? .............                
9 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 the issuer filed Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate? ...   X   X   X   X
2 If "No" to line 1, did the following apply? ....
a Rebate not due yet? .......   X   X   X   X
b Exception to rebate? ........   X   X   X X  
c No rebate due? ......... X   X   X     X
If "Yes" to line 2c, provide in Part VI the date the rebate
computation was performed ......
3 Is the bond issue a variable rate issue? ..... X   X     X   X
4a 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 .......... Morgan Stanley
Capital Services
 
 
 
 
 
 
c Term of hedge ......... 3000.0000000000 %      
d Was the hedge superintegrated? ......   X            
e Was the hedge terminated? ........ X              
Schedule K (Form 990) 2015

Schedule K (Form 990) 2015
Page 3
Part IV
Arbitrage (Continued)
A B C D
Yes No Yes No Yes No Yes No
5a Were gross proceeds invested in a guaranteed investment contract (GIC)?   X   X   X   X
b Name of provider ..........  
 
 
 
 
 
 
 
c Term of GIC .........        
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? ........                
6 Were any gross proceeds invested beyond an available temporary period?   X   X   X   X
7 Has the organization established written procedures to monitor the requirements of section 148? ... X   X   X   X  
Part V
Procedures To Undertake Corrective Action
A B C D
Yes No Yes No Yes No Yes No
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? X   X   X   X  
Part VI
Supplemental Information. Provide additional information for responses to questions on Schedule K (see instructions).
Return Reference Explanation
PART I, COLUMN E, ISSUE PRICE Part I, column E, 2005A bonds 2005A, B, D, E bond issue price per form 8038 476,700,000 2005B, D, E bonds refinanced by subsequent issues (352,700,000) Remaining 2005A issue price 124,000,000 Part I, column E, 2009A bonds 2009AB bond issue price per form 8038 540,414,313 2009B bonds refinanced by subsequent issues (190,000,000) Remaining 2009A issue price 350,414,313
PART I, COLUMN F, DESCRIPTION OF PURPOSE Bond A 1) Renovate and expand certain portions of Inova Alexandria Hospital (IAH), Inova Fairfax Hospital (IFH), Inova Fair Oaks Hospital (IFOH); 2) Acquire certain capital equipment for use in or in connection with IAH, IFH, IFOH, and Inova Mount Vernon Hospital (IMVH) and renovate any space necessary or incidental to the installation of such equipment; 3) Pay issuance costs for Series 2005 A and B; 4) Refund prior bonds issued by the Industrial Development Authority of Loudoun County, Virginia Hospital Revenue Bonds, Series 1995 issued 10/26/1995 and 2002A issued 6/27/2002, and pay issuance costs of Series 2005D; 5) Refund prior bonds Series 2001A, B, C, and D issued 12/11/2001 Bond B 1) Refund prior bonds -1996A issued 4/18/1996; 2) Pay issuance costs of series 2005C bonds Bond C 1) Refund prior bonds - 2008ABC issued 4/17/08; 2) Pay issuance costs of series 2009A and B bonds; 3) Finance the costs of acquisition, construction, renovation, installation and equipping of the 2009 Projects Bond D 1) Refund prior bonds - 1998A issued 3/10/98; 2) Pay issuance costs of series 2009C bonds Bond E 1) Refund prior bonds - 2009B issued 4/16/2009; 2) Pay issuance costs of series 2010A bonds Bond F 1) Refund prior bonds - 1988A-D issued 8/4/1988; 2000 issued 3/23/2000; 2005A & 2005C issued 5/12/2005 Bond G 1) Construct, renovate and expand certain portions of IFH, IMVH and IFOH Bond H 1) Construct, renovate and expand certain portions of IFH, IMVH and IFOH ; 2) refund a portion of 2010A bonds issued 3/8/10 Bond I 1) Advance refund a portion of 2009A bonds issued 4/16/2009 Bond J 1) Refund prior bonds - 1988A-D issued 8/4/1988; 2000 issued 3/23/2000; 2005A and 2005C issued 5/12/2005 Bond K 1) Construct, renovate and expand certain portions of IFH, IMVH and IFOH
PART II, LINE 3, PROCEEDS Part II, line 3. 2005A bonds Issue price 124,000,000 Earnings 6,441,544 Total proceeds 130,441,544 Part II, line 3. 2010A bonds Issue price 190,000,000 Earnings 1,511,888 Transferred proceeds 164,510,779 Total proceeds 356,022,667 Part II, line 3. 2012AB bonds Issue price 382,960,937 Earnings 2,157,040 Total proceeds 385,117,977 Part II, line 3. 2012C bonds Issue price 145,000,000 Earnings 184,794 Total proceeds 145,184,794 Part II, line 3. 2014A bonds Issue price 209,030,800 Earnings 450,852 Total proceeds 208,481,652
PART IV, LINE 2C, DATE OF REBATE COMPUTATION Part 4, line 2C. 2005A 5/12/2010 Part 4, line 2C. 2005C 8/15/2006 Part 4, line 2C. 2009A 4/16/2014
Schedule K (Form 990) 2015

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, line 38a or 40b.
MediumBullet Attach to Form 990 or Form 990-EZ.
MediumBulletInformation about Schedule L (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
Open to Public Inspection
Name of the organization
INOVA HEALTH CARE SERVICES
 
Employer identification number

54-0620889
Part I
Excess Benefit Transactions (section 501(c)(3), section 501(c)(4), and 501(c)(29) 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) Relationship between disqualified person and organization (c) Description of transaction (d) Corrected?
Yes No
2
Enter the amount of tax incurred by 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-EZ, Part V, line 38a, or Form 990, Part IV, line 26; or if the organization reported an amount on Form 990, Part X, line 5, 6, or 22
(a) Name of interested person (b) Relationship with organization (c) Purpose of loan (d) Loan to or from the organization? (e)Original principal amount (f)Balance due (g) In default? (h) Approved by board or committee? (i)Written agreement?
To From Yes No Yes No Yes No
Total ...............Small Bullet $  
Part III
Grants or Assistance Benefiting 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 assistance (d) Type of assistance (e) Purpose of assistance
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990 or 990-EZ) 2015
Schedule L (Form 990 or 990-EZ) 2015
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) Hugo Davalos MD Trustee 38,966 Family member employed as physical therapist at Inova Alexandria Hospital. Services provided at arm's length and customary rates.   No
(2)  
 
        No
(3) Knox Singleton Officer 13,690 Family member employed as a receptionist at Inova Informatics. Services provided at arm's length and customary rates.   No
Part V
Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).
Return Reference Explanation
Schedule L (Form 990 or 990-EZ) 2015


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 990-EZ or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Information about Schedule O (Form 990 or 990-EZ) and its instructions is at
www.irs.gov/form990.
OMB No. 1545-0047
2015
Open to Public
Inspection
Name of the organization
INOVA HEALTH CARE SERVICES
 
Employer identification number

54-0620889
Return Reference Explanation
PART III, LINE 4A The Emergency and Trauma Center at Inova Fairfax Hospital, Northern Virginia's only Level I trauma center, is a state-of-the-art facility. Emergency medical specialists with expertise in trauma care treat every type of illness, injury, or life-threatening trauma. The Inova Center for Rehabilitation, located on the Inova Mount Vernon campus is accredited by the Commission on Accreditation and Rehabilitation Facilities (CARF) and provides comprehensive inpatient and outpatient medical rehabilitation services to patients with severe head injuries, spinal cord injuries, strokes, multiple sclerosis, and other orthopedic and neurological disabilities. These services are staffed by an interdisciplinary team representing psychiatry, psychology, vocational counseling, physical therapy, occupational therapy, and nursing with treatment tailored to meet the specific needs of each patient. ACCESS of Fairfax, and ACCESS of Reston are 24-hour, free standing emergency centers located in Fairfax City, and Reston, Virginia, respectively. During 2015, ACCESS of Fairfax provided 15,281 emergency room visits and ACCESS of Reston reported 9,386 emergency room visits. Long Term Care Services Assisted Living Facilities IHCS's assisted living facilities provide care and services for adults who need assistance with activities of daily living and 24 hour oversight. They provide accommodations with 402 units. Each community has specialized memory care units and programs. A nursing staff is on-site 24 hours a day. IHCS maintains four assisted living facilities in Fairfax, Reston, Fair Oaks, and Mt. Vernon, Virginia. In addition, IHCS owns a 60% interest in an assisted living joint venture in McLean, Virginia. IHCS operates five assisted living facilities across Fairfax County with total assisted living days in 2015 of 163,156. InovaCares for Seniors (PACE) InovaCares for Seniors , a Program of All-inclusive Care for the Elderly (PACE) is the first program of its kind in Northern Virginia. PACE is an evidenced-based model of care that delivers high quality, cost effective care that includes medical, dental, vision and social activities. The program is built on the foundation that seniors with complex health care needs should be able to live in the comfort of their home environment for as long as possible. In 2015, PACE had an enrollment of 119 participants and had $1.3 million in unreimbursed expenses. Physical Therapy Services Inova Physical Therapy Centers IHCS promotes and conducts specific research and educational activities related to the care of the sick and injured. In 2015, outpatient visits totaled 104,183 with services offered at eleven outpatient centers located throughout Northern Virginia. Areas of specialty include: Physical Therapy (PT), Occupational Therapy (OT), and Speech Language Therapy (SLT). Urgent Care Centers Inova Urgent Care Centers The IHCS mission includes serving the community as a not-for-profit organization through the provision of urgent medical care. In 2015, outpatient visits totaled 124,507 with services being provided seven days a week with no appointment necessary at nine locations. The centers provide services for medical conditions that require prompt attention but do not pose an immediate or serious threat to life. Treatment is provided for such ailments as sore throats, ear infections or minor cuts and bruises. Services offered also include treatment for work-related injuries and worker's compensation cases, physical exams including camp, sport, school, pre-employment, immigration medical examinations and travel medicine. Laboratory tests, X-rays, audiometry & vision screening, alcohol & drug testing and flu shots are provided on-site. The centers are staffed by board-certified/board-eligible physicians licensed in Virginia. A physician, nurse, and radiology technologist are on duty at each center during hours of operation. Employee Assistance Programs Inova Employee Assistance (EAP) is part of IHCS providing counseling, work life services and resources to help improve the overall health and well being of the employees of Inova Health System and the employer communities served by Inova and its affiliates. EAP was organized to promote health through referral to a wide range of behavioral health, financial, legal and other supportive services. In 2015 EAP supported 15,076 Inova employees and approximately 184,799 total employees/household members with the following services: Confidential Counseling: Short-term counseling services can help find solutions to problems ranging from family or workplace frustrations to alcohol or drug abuse. Financial & Legal Services: Employees and their household members can speak with a financial & legal professional at no charge regarding such issues as retirement planning, debt consolidation, funding a child's college education, mortgage loan options and a variety of other financial concerns. Work Life Referral Services: Work Life consultants help assess needs, pinpoint appropriate resources, and suggest guidelines for evaluating those resources. Consultants can locate resources in a variety of areas, including childcare, adoption, eldercare and convenience services. Behavioral Services IHCS's Behavioral Services are committed to providing intensive, personalized care to help people cope with, and overcome, addictions and emotional problems that prevent them from fully functioning in the community. Inova CATS Program (Comprehensive Addiction Treatment Services) is a leader in providing the highest quality addiction treatment services in Northern Virginia and surrounding areas. A series of structured programs offers effective, compassionate treatment for individuals dealing with all forms of substance abuse disorders, including addiction to alcohol, prescription drugs, heroin, cocaine and other drugs. Services are available to adults ages 18 and older. The range of services includes: Inpatient Medical Detoxification, Partial Hospitalization Program, Intensive Outpatient Program, Outpatient Groups, Medication Assisted Therapy and Substance Use Assessments. In 2015, the CATS Inpatient and Partial Hospitalization Program served 7,309 clients and provided 10,867 Intensive Outpatient Services (7,660 at IFH, 1,858 at ILH and 1,349 at IMG). The Kellar Center is a comprehensive, behavioral health treatment center and special education school for children, adolescents and their families. The Kellar Center provides a full continuum of outpatient services for psychiatric disorders, substance use disorders, and behavioral and emotional issues. Services include assessment, psychological testing, educational testing, psychiatric evaluation, medication management, individual, family and group therapy and Intensive In-Home services. For adolescents who require intense mental health interventions, the Center provides an afterschool Intensive Outpatient Program for mental health and co-occurring disorders and a full day Partial Hospitalization Program for adolescents who are in crisis and unable to attend school. The treatment services and programs are provided to children and families regardless of ability to pay. The Kellar School of Inova Kellar Center provides special education services to children and adolescents who have not been successful in the public school setting and may be at risk for being removed from the community and placed in more restrictive settings. During 2015, the Kellar Center provided 75,999 hours of programming, treatment and education to children, adolescents and families in the community. The total unreimbursed cost for 2015 was approximately $1.4 million dollars. Charity Care All Inova facilities, including the IHCS facilities with the exception of the assisted living facilities, provide charity care in accordance with Inova policies which ensures access to medically necessary care for all individuals. Charity care is defined as free or discounted healthcare services provided to persons who cannot afford to pay. These policies include the following key provisions: 1. Emergency care shall be provided to all persons regardless of their ability to pay. 2. Non-emergency medically necessary care, except for certain specialty or referral programs, shall be provided by all hospitals and access facilities to medically indigent patients. "Medically necessary care" refers to inpatient and outpatient services defined as medically necessary by the federal Medicare program. "Medically indigent" is defined as those patients whose income falls at or below 300% of the Federal Poverty Level (FPL). In general, free medically necessary care is provided for patients with incomes falling at or below 200% of the FPL; and discounted care is provided for services rendered to patients with incomes falling between 200% and 300% of the FPL.
PART III, LINE 4A Inova Health System utilizes a multifaceted approach to educate and inform patients and the public about Inova's charity care policy. Upon admission to any Inova hospital or any visit to outpatient facilities or clinics including emergency departments, Inova has information posted regarding patient rights and responsibilities. In addition, Inova provides information about the charity care program and referrals to meet with Inova financial counselors who assist patients in completing Inova's charity care application. This financial information is reviewed by the Inova Patient Accounts Department with the patient contacted if additional information is required in order to make a determination. The patient is subsequently provided a letter, notifying them as to the level of charity care for which they are qualified (whether it be 100% coverage or a sliding scale payment based upon their income level between 200-300% of the Federal Poverty Level). In 2015 IHCS's unreimbursed cost of charity care, including free and discounted services, was $109.1 million. Medicaid Established under Title XIX of the Social Security Act, this program provides assistance for the medically indigent, including those who cannot pay for care despite being able to afford other living expenses. Also included under this program are the blind, disabled, pregnant women, very low income parents, children and the elderly. The reimbursement that IHCS facilities receive from the Medicaid program routinely falls below the actual cost of services provided. During 2015, IHCS provided care to Medicaid patients at an unreimbursed cost of $63.1 million. Participation in Governmental Programs for Those Without the Ability to Pay Various government programs provide for the indigent, including Medicaid recipients. These programs provide a percentage of reimbursement for qualifying patients; however, payment is typically below the cost of those services. In addition to federal and state programs, the Inova subsidiaries, including IHCS, work with various County governments and agencies in providing certain free services to those residents the County identifies as most in need.
PART III, LINE 4D Community Health Education and Promotion As part of Inova's overall health promotion effort, IHCS and its subsidiaries are actively involved in sponsoring programs, activities, and services designed to improve community health and prevent the onset of disease. WellAware Plus Inova has provided an employee wellness program for several years. In 2015, Inova provided an expanded version of the 'Know Your Numbers' campaign which consists of blood work, biometric screenings, in-person and telephonic wellness coaching, fitness classes and wellness events in Inova's operating units. It is the goal of the wellness coaches to work with employees to establish realistic wellness goals and to support employees while they work towards optimal health. HealthSource HealthSource serves the community as the premier provider of health education and wellness services. Knowing that each individual requires different kinds of support and services to meet their personal wellness needs, HealthSource offers a variety of wellness programming. Our wellness services include, but are not limited to, personal health coaching and prenatal support, childbirth education, life support recertification and first aid, health fair screenings, seminars, health challenges, fitness classes and immunizations. In order to reach people where they are most comfortable, Healthsource holds programs in community settings, at employer worksites, and other easily accessible locations throughout the Northern Virginia and the Greater Metropolitan Washington Area. During 2015, HealthSource served 204,075 participants. Program highlights include: Influenza Vaccination The Inova HealthSource Immunization Program provided 39,595 flu shots at 805 immunization events. Inova HealthSource provides immunizations for Inova employees and physicians, community members and workplaces throughout the metropolitan area. HealthSource administered over 10,678 flu shots to Fairfax County Public School employees at 199 clinics and 3,272 shots at 18 clinics for Loudoun County Public Schools employees. The Workplace and Community Programs The Workplace and Community Program provided over 350 health events that included biometric screenings, seminars, interactive education stations and respiratory fit testing. Clients were located throughout the DC Beltway area and far west into VA. The Care Management Programs continued to provide personalized support and health coaching to encourage health behaviors related to weight management, tobacco cessation, back pain management, pregnancy and breastfeeding. HealthSource coaching supported both Inova employees, their spouses, and community members. HealthSource provides the Program Manager for The Prince William County Wellness Program. This program delivers a full range of wellness services and programs for county employees. Programs include health and wellness seminars and screenings, weekly meditation, a walking challenge, and a video tutorial around healthy supermarket strategies. In 2015, the HealthSource Program Manager touched over 1,500 employee lives at Prince William County. Inova employees are encouraged to participate in the Inova WellAware campaign as a way to foster health behaviors. HealthSource played a significant role in the 2015 WellAware campaign by establishing monthly walk breaks for employees around the system, hosting webinars, and offering unique programs like Not So Fat Tuesday and Sun Safety Dermaview skin screenings. HealthSource also partnered with the Inova Central Lab to conduct employee wellness screenings for over 5,175 Inova employees and spouses. The Health Education Program HealthSource provided life support classes for 9,628 students at worksites and in the community. This program maintains an incredible 92% participant satisfaction score. Over 40,638 community members were served through Childbirth Education classes and maternity tours. Classes include education around breastfeeding, baby care, childbirth preparation and new mom support groups. In 2015, HealthSource supported over 1,200 pregnant and/or breastfeeding Inova employees or spouses through the BabyNET email and telephonic support program. An impressive 97% of respondents to a BabyNET satisfaction survey said they would recommend the program to a co-worker or friend. Community members enjoyed about 512 fitness classes at locations throughout the community. Most of the classes were multi-session, usually 8-10 weeks. Over 16,000 participants took part in fitness classes during 2015.
PART V, LINE 2A, NUMBER OF EMPLOYEES The organization falls under a master pay agent and does not file any payroll returns under its own EIN, however all required returns have been filed on time.
Form 990, Part VI, Section A, line 6 The organization has a single member. The sole member is Inova Health System Foundation, a charitable 501(c)(3) tax-exempt organization which serves as the parent company of the integrated health care delivery system. The sole member elects the trustees of the organization and has certain other reserved powers.
Form 990, Part VI, Section A, line 7a The sole member of the organization, Inova Health System Foundation, is a charitable 501(c)(3) tax-exempt organization. The sole member elects the members of the governing body of the organization periodically as terms expire. The sole member has the right to remove trustees and fill any vacancies on the board.
Form 990, Part VI, Section A, line 7b The sole member of the organization, Inova Health System Foundation, is a charitable 501(c)(3) tax-exempt organization. The sole member holds reserved powers with respect to certain actions, including approval of borrowings, amendments of Articles of Incorporation and Bylaws. Approval by the Board of Trustees is required for such actions. In addition to the reserved powers, under the laws of the Commonwealth of Virginia certain extraordinary actions require member approval, such as mergers, consolidations, liquidations and the sale of substantially all of the assets of the organization.
Form 990, Part VI, Section B, line 11 The Form 990 is prepared and provided to the Chief Accounting Officer and external tax consultants for initial review. After the review it is given to the CFO of Inova Health System for his review and comment. The Form 990 is presented to the Executive Committee of the Board of Trustees for their review. Upon completion of the Executive Committee review, it is provided to the full Board of Trustees. In this process, the Form 990 has been provided to the Governing Board approximately two weeks prior to the filing of the return.
Form 990, Part VI, Section B, line 12c Yes, annually the organization distributes the conflict of interest policy to all directors, officers, trustees, and key employees. The organization requires that each director, officer, trustee, and key employee acknowledge that they have read, understood, and will abide by the policy. Each director, officer, trustee, and key employee is required to complete and submit an annual conflict of interest disclosure. These disclosures are broad and require that the individual list any business relationships or personal relationships with other directors, officers, trustees, and key employees, as well as any relationships with competitors, or current or potential vendors or contractors. Disclosure statements are reviewed by senior management and any potential conflicts are discussed with governing body chairman to ensure that any member who may have a conflict discloses their potential conflict, and is dismissed from related discussions and recused from participation in applicable decisions.
Form 990, Part VI, Section B, line 15 The compensation of all senior management positions is evaluated annually in light of each manager's job content, scope and complexity. Compensation levels for Vice Presidents and above are reviewed by an independent external consultant to ensure that remuneration is consistent with the organization's compensation philosophy and objectives and competitive with other large complex health systems. The independent compensation consultant maintains national benchmark compensation databases and surveys and also reviews Forms 990 of comparable healthcare systems to determine market levels of compensation. In addition, the Inova Health System's CEO's compensation is reviewed and approved annually by an independent governing Board. The job requirements and complexity of all other management positions are evaluated annually using nationally recognized third party salary surveys to assure that the compensation for such positions is consistent with external market compensation comparisons. Salary ranges are developed for each management position classification to ensure that the compensation levels for these positions are consistent with the organization's compensation philosophy and objectives and with competitive market comparisons. Compensation for employed physicians is reviewed and approved by the IMG Executive Committee. The committee is comprised of executive management of the Inova Medical Group. The Fair Market Value (FMV) compensation is based on four nationally recognized industry physician compensation benchmark surveys (MGMA, AMGA, Sullivan & Cotter, Korn Ferry Hay Group). The committee also utilizes independent consultants to provide FMV opinions for positions that are not readily available in the four published benchmark surveys. The consultants' opinions and compensation survey data are presented to the Physician Compensation Committee for review and approval.
Form 990, Part VI, Section C, line 18 The Form 1023, 990T and Form 990 are available at the address listed on page 1 of the Form 990 upon request during regular business hours.
Form 990, Part VI, Section C, line 19 Inova Health System makes certain information publicly available. Inova's consolidated financial statements are posted on the Electronic Municipal Market Access's (EMMA) website on a quarterly basis. Inova's Form 990s are disclosed on the Guidestar website. Inova's governing documents are not currently publicly available. While the conflict of interest policy is not specifically publicly disclosed, Inova's Code of Conduct is on the public website. Section III of the Code of Conduct describes what can constitute a conflict and requires that potential conflicts be reported to management or the Chief Compliance Officer. The Code also refers to the conflict of interest policy which is available to staff and physicians on Inova's intranet website.
Form 990, Part XI, line 9: PARTNERSHIP INCOME -15,666,753. CHANGE IN INVESTMENTS BALANCE -9,016,700. EQUITY IN SUBS 13,936,682. DONATED FUNDS 34,950. CAPITAL REIMBURSEMENT 762,212. PENSION GAIN 29,510,270.
PART XII, LINE 2B AND 2C, AUDITED FINANCIAL STATMENTS The company is part of the Inova Health System, a not-for-profit integrated health care delivery system serving Northern Virginia and surrounding areas. The company's financial statements are consolidated in the Inova Health System consolidated financial statements. Inova Health System is audited on an annual basis by a large "Big Four" independent public accounting firm. In addition, they are responsible for the issuance of a management letter encompassing each member of the consolidated group. The Finance and Audit Committee of the Board of Trustees of Inova Health System is responsible for the oversight of the audit, including the hiring of the audit firm, review and approval of audited financial statements and communication with the external auditors at least twice a year without the presence of internal management.
PART XII, LINE 3A, A-133 AUDITT The company is a subsidiary of the Inova Health System (IHS), a not-for-profit integrated health care delivery system serving Northern Virginia and surrounding areas. IHS receives various federal grants. These grants and awards are audited as part of the consolidated Inova Health System A-133 compliance audit. The Inova Health System's federal grants are audited on an annual basis by a large "Big Four" independent public accounting firm and a "Report on Compliance with Requirements Applicable to Each Major Program and on Internal Controls over Compliance in Accordance with OMB Circular A-133" is issued on a consolidated basis. The Finance and Audit Committee of the Board of Trustees of Inova Health System is responsible for the oversight of the A-133 audit, including the hiring of the audit firm, review and approval of audited financial statements and communications with the external auditors at least twice a year without the presence of internal management.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2015


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" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBulletAttach to Form 990.
MediumBullet
Information about Schedule R (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047
2015
Open to Public Inspection
Name of the organization
INOVA HEALTH CARE SERVICES
 
Employer identification number

54-0620889
Part I
Identification of Disregarded Entities Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) 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

(1) INOVA CAP LLC
8110 GATEHOUSE ROAD
FALLS CHURCH,VA22042
27-0927074
INSURANCE CAPTIVE VA 21,958,381 101,370,924 INOVA HEALTH CARE SERVICES
 
(2) SPRINGFIELD HEALTHPLEX CONDOMINIUM DEVELOPMENT LLC
8110 GATEHOUSE ROAD
FALLS CHURCH,VA22042
27-4533736
REAL ESTATE VA 2,539,396 11,031,463 INOVA HEALTH CARE SERVICES
 
(3) FC GATEWAY ASSOCIATES LLC
8110 GATEHOUSE ROAD
FALLS CHURCH,VA22042
46-1280044
REAL ESTATE VA 820,886 282,378 INOVA HEALTH CARE SERVICES
 






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 entity?
Yes No
(1)INOVA HEALTH SYSTEM FOUNDATION
8110 GATEHOUSE ROAD SUITE 400W

FALLS CHURCH,VA22042
54-1071867
FUNDRAISING VA 501(C)(3) 11,III N/A
 
No
(2)INOVA VNA HOME CARE
8110 GATEHOUSE ROAD SUITE 400W

FALLS CHURCH,VA22042
54-1277164
HOME CARE SERVICES VA 501(C)(3) 9 N/A
 
No
(3)PEDIATRIC SPECIALISTS OF VIRGINIA LLC
3023 HAMAKER COURT

FAIRFAX,VA22031
46-1851763
MEDICAL SERVICES FOR CHILDREN VA 501(C)(3) 9 N/A
 
No
(4)IMANCO INC
8110 GATEHOUSE ROAD SUITE 400W

FALLS CHURCH,VA22042
54-1340725
PAYROLL CORPORATION VA 501(C)(3) 11, I N/A
 
No
(5)INTOTAL HEALTH LLC
8110 GATEHOUSE ROAD SUITE 400W

FALLS CHURCH,VA22042
20-1581237
HMO VA 501(C)(3) 9 N/A
 
No
(6)ALEXANDRIA HOSPITAL FOUNDATION
8110 GATEHOUSE ROAD SUITE 400W

FALLS CHURCH,VA22042
51-0241913
FUNDRAISING VA 501(C)(3) 11, I N/A
 
No
(7)LOUDOUN HOSPITAL CENTER
8110 GATEHOUSE ROAD SUITE 400W

FALLS CHURCH,VA22042
54-0525802
HOSPITAL VA 501(C)(3) 3 N/A
 
No
(8)LOUDOUN NURSING AND REHABILITATION CENTER
8110 GATEHOUSE ROAD SUITE 400W

FALLS CHURCH,VA22042
54-1361310
REHABILITATION SERVICES VA 501(C)(3) 9 N/A
 
No
(9)LOUDOUN HEALTH SERVICES
8110 GATEHOUSE ROAD SUITE 400W

FALLS CHURCH,VA22042
54-1555489
SURGERY CENTER VA 501(C)(3) 9 N/A
 
No
(10)LOUDOUN HEALTHCARE FOUNDATION
8110 GATEHOUSE ROAD SUITE 400W

FALLS CHURCH,VA22042
54-2011240
FUNDRAISING VA 501(C)(3) 11, I N/A
 
No
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2015
Schedule R (Form 990) 2015
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) TECHNICAL DYNAMICS LLC

8110 GATEHOUSE ROAD SUITE 400W
FALLS CHURCH,VA22042
43-2041666
EQUIPMENT REPAIRS VA N/A
RELATED 3,461,237 29,978   No   Yes   86.360 %
(2) INOVA AMBULATORY SURGERY CENTER AT LORTON LLC

8110 GATEHOUSE ROAD SUITE 400W
FALLS CHURCH,VA22042
46-1955980
SURGERY CENTER VA N/A
RELATED -1,114,377 1,612,941   No   Yes   65.470 %
(3) NORTHERN VIRGINIA SURGERY CENTER

8110 GATEHOUSE ROAD SUITE 400W
FALLS CHURCH,VA22042
20-3502477
SURGERY CENTER VA N/A
RELATED 3,636,472 3,017,422   No   Yes   60.110 %
(4) FRANCONIA-SPRINGFIELD SURGERY CENTER LLC

8110 GATEHOUSE ROAD SUITE 400W
FALLS CHURCH,VA22042
54-2018390
SURGERY CENTER VA N/A
RELATED 2,715,769 1,270,469   No   Yes   60.400 %
(5) POTOMAC INOVA HEALTHCARE ALLIANCE LLC

8110 GATEHOUSE ROAD SUITE 400W
FALLS CHURCH,VA22042
54-1802733
RADIATION ONCOLOGY VA N/A
RELATED 119,759 1,652,608   No   Yes   50.000 %
(6) INOVA RESTON MRI CENTER LLC

2722 MERRILEE DRIVE SUITE 230
FAIRFAX,VA22031
26-4587374
MRI SERVICES VA N/A
RELATED 6,692,616 4,672,832   No   Yes   65.000 %
(7) SUNRISE INOVA MCLEAN ASSISTED LIVING LLC

8110 GATEHOUSE ROAD SUITE 400W
FALLS CHURCH,VA22042
54-2022822
ASSISTED LIVING VA N/A
RELATED 1,403,432 7,631,692   No   Yes   60.000 %
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
(i)
Section 512(b)(13) controlled entity?
Yes No












Schedule R (Form 990) 2015
Schedule R (Form 990) 2015
Page 3
Part V
Transactions With Related Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
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, or (iv) rent from a controlled entity .....................
1a
 
No
b Gift, grant, or capital contribution to related organization(s) ............................
1b
 
No
c Gift, grant, or capital contribution from related organization(s) ............................
1c
Yes
 
d Loans or loan guarantees to or for related organization(s) ............................
1d
 
No
e Loans or loan guarantees by related organization(s) ............................
1e
 
No
f Dividends from related organization(s) ............................
1f
 
No
g Sale of assets to related organization(s) ............................
1g
 
No
h Purchase of assets from related organization(s) ............................
1h
 
No
i Exchange of assets with related organization(s) ............................
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) .......................
1j
 
No
k Lease of facilities, equipment, or other assets from related organization(s) ......................
1k
 
No
l Performance of services or membership or fundraising solicitations for related organization(s) .....................
1l
 
No
m Performance of services or membership or fundraising solicitations by related organization(s) .................
1m
Yes
 
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................
1n
 
No
o Sharing of paid employees with related organization(s) ............................
1o
 
No
p Reimbursement paid to related organization(s) for expenses ............................
1p
 
No
q Reimbursement paid by related organization(s) for expenses ............................
1q
 
No
r Other transfer of cash or property to related organization(s) ............................
1r
Yes
 
s Other transfer of cash or property from related organization(s) ............................
1s
 
No
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 related organization
(b)
Transaction
type (a-s)
(c)
Amount involved
(d)
Method of determining amount involved
(1) INOVA HEALTH SYSTEM FOUNDATION

C 7,350,876 GENERAL LEDGER
(2) INOVA HEALTH SYSTEM FOUNDATION - CASH SWEEP ACCOUNT

R 185,329,617 INTERCOMPANY BALANCE
(3) INOVA HEALTH SYSTEM FOUNDATION

M 8,939,372 GENERAL LEDGER



Schedule R (Form 990) 2015
Schedule R (Form 990) 2015
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) 2015
Schedule R (Form 990) 2015
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R (see instructions).
Return Reference Explanation
Schedule R (Form 990) 2015

Additional Data


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