Attach to Form 990 or Form 990-EZ.
Go to
www.irs.gov/Form990 for instructions and the latest information.
| (i) Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 10 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 |
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Calendar year (or fiscal year beginning in) ![]() |
(a) 2016 | (b) 2017 | (c) 2018 | (d) 2019 | (e) 2020 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. | ||||||
| 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. | ||||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2016 | (b) 2017 | (c) 2018 | (d) 2019 | (e) 2020 | (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 | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2016 | (b) 2017 | (c) 2018 | (d) 2019 | (e) 2020 | (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.) | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2016 | (b) 2017 | (c) 2018 | (d) 2019 | (e) 2020 | (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.).. | ||||||
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
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| 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) |
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| 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 0.015 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 0.035 | 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 | ||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | 1 | |
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
2 | |
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | 3 | |
| 4 Amounts paid to acquire exempt-use assets | 4 | |
| 5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI) | 5 | |
| 6 Other distributions (describe in Part VI). See instructions | 6 | |
| 7Total annual distributions. Add lines 1 through 6. | 7 | |
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
8 | |
| 9 Distributable amount for 2020 from Section C, line 6 | 9 | |
| 10 Line 8 amount divided by Line 9 amount | 10 | |
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2020 |
(iii) Distributable Amount for 2020 |
|
|---|---|---|---|---|
| 1 Distributable amount for 2020 from Section C, line 6 | ||||
|
2
Underdistributions, if any, for years prior to 2019 (reasonable cause required-- explain in Part VI). See instructions. |
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| 3 Excess distributions carryover, if any, to 2020: | ||||
| a From 2015....... | ||||
| b From 2016....... | ||||
| c From 2017....... | ||||
| d From 2018....... | ||||
| e From 2019....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2020 distributable amount | ||||
|
i
Carryover from 2015 not applied (see instructions) |
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| j Remainder. Subtract lines 3g, 3h, and 3i from line 3f. | ||||
| 4Distributions for 2020 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2020 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from line 4. | ||||
|
5
Remaining underdistributions for years prior to 2020, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
6
Remaining underdistributions for 2020. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
7 Excess distributions carryover to 2021. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a Excess from 2016..... | ||||
| b Excess from 2017..... | ||||
| c Excess from 2018..... | ||||
| d Excess from 2019..... | ||||
| e Excess from 2020..... | ||||
| Facts And Circumstances Test |
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| Return Reference | Explanation |
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| Software ID: | |
| Software Version: |
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.
| Return Reference | Explanation |
|---|---|
| Form 990 Part III, Line 3: | During 2020 the Rivermont School Program was sold in September of 2020. Form 990 Part III, Line 4a: Centra Health, Inc. ("Centra") is a leading healthcare provider in Central Virginia Headquartered in Lynchburg, VA * Provides care to over 500,000 people at over 50 locations throughout central and southern Virginia * 81.5% inpatient market share in PSA 1 * $1.1 billion in total unrestricted revenues and $700 million in unrestricted cash and investments * Over 27,000 medical/surgical discharges * Deeply rooted as the community healthcare provider dating back to 1912 * Four acute care hospitals with 634 licensed acute beds * Workforce of more than 7,600 individuals across the System * Over 450 employed physicians and advanced practice providers (Centra Medical Group) * Medical staff of approximately 1,000 * Owns Piedmont Community Health Plan, with total membership enrollment of approximately 20,600 * Operates Centra College of Nursing Centra has Created a Healthcare Delivery System That Provides a Wide Range of Leading Clinical Services to its Communities Across a Large Geographic Area. |
| 2020 AWARDS AND RECOGNITIONS | The System has recently received numerous national awards and accolades. Those awards and accolades recently earned include: * LGH and CSCH received a four-star rating from CMS in 2020. * LGH was ranked sixth in the Commonwealth of Virginia by US News and World Report in 2020, with high performing marks in two specialties and ten procedures. LGH first made the annual US News and World Report Best Regional Hospital list in 2013. * Centra Breast Imaging Center and LGH have received the American College of Radiology ("ARC") accreditation for their dedication to improving women's health. * The American Nurses Credentialing Center recently designated LGH and CSCH as Magnet facilities which recognize excellence in nursing in 2019. Centra was the first healthcare system in central Virginia to achieve Magnet status in 2005. * Centra was recognized by the American College of Surgeon's Commission on Cancer in 2009, 2012, 2015 and 2018 with three-year full accreditation with commendation as a comprehensive cancer program. Centra is one of a select group of US health care facilities with accredited cancer programs to receive this honor. * LGH, Southside and VBH are three of the Top 100 Most Wired hospitals in the country according to Hospitals & Health Networks magazine from 2011 to 2015. Centra has also received a national VIP award from McKesson Technology Solutions for its use of information technology to achieve outstanding results in health care delivery. * Centra received the National Outstanding Achievement Award American College of Surgeon's Commission on Cancer. Centra is one of a select group of only 79 US health care facilities with accredited cancer programs to receive this national honor from surveys performed in 2016. * LGH has been selected six times as a Thomson Reuters 50 Top Cardiovascular Hospital in America and is one of only three hospitals in Virginia to receive this national honor for outstanding cardiovascular performance. * Stroobants Heart Center was first awarded a three-star rating in 2012 by the Society of Thoracic Surgeon for quality in cardiac surgery, its highest rating. * LGH has twice earned The Joint Commission's national Certificate of Distinction for Primary Stroke Centers and was the first hospital in central, southside and western Virginia to earn this honor in 2010. * LGH has received the American Heart Association and American Stroke Association's Get with the Guidelines-Stroke Gold Plus Performance Achievement Award which recognizes the commitment and success in implementing excellent care by ensuring that stroke patients receive treatment according to nationally accepted standards and recommendations. * VBH has earned the Press Ganey Associates, Inc. prestigious Summit Award for attaining the highest patient satisfaction ranking for three consecutive years. * Lynchburg General Hospital (LGH) and Lynchburg Pulmonary Associates (LPA) sought and gained collaborative accreditation from the Pulmonary Hypertension Association (PHA) in 2019. This 2-year accreditation designation demonstrates the ability to deliver quality patient care to patients living with pulmonary hypertension, a complex, often misdiagnosed, life-threatening disease. * Centra Hematology & Oncology Clinic achieved QOPI Certification in 2019 for 3 years. This achievement demonstrates a commitment to excellence and ongoing quality improvement in the practice. * Alan B Pearson Regional Cancer Center received an Advanced Certification for Palliative Care from Joint Commission Advanced Certification for Palliative Care in 2019. Two-year accreditation is 5/19 - 5/21. |
| 2020 COMMUNITY BENEFIT HIGHLIGHTS | Due to COVID-19 - Many community events that happened in prior years WERE suspended for 2020. Total Expense for 2020 was $61,722 allocate per below. 1,385.36 Community Health Education-General 2,689.94 Community Health Education-Support Groups 1,418.38 Community-Based Clinical Services-Health Screening 11,025.60 Health Care Support Services - Family Support Services 45,202.66 Unassigned Section -Childbirth/Baby --------- 61,721.93 |
| FORM 990, PART VI, SECTION A, LINE 2: | Board Member Peter Carpise, MD, is a Board Member of the Surgery Center of Lynchburg, A 50% JOINT VENTURE OF CENTRA HEALTH, INC. FORM 990, PART VI, SECTION A, LINES 8 A & B: MINUTES ARE TAKEN AT EACH MEETING. FORM 990, PART VI, SECTION B, LINE 11B: CENTRA PROVIDED ALL VOTING MEMBERS OF THE BOARD OF DIRECTORS WITH A COPY OF THE FORM 990 PRIOR TO ITS FILING. ADDITIONALLY, CENTRA REVIEWED THE FORM 990 WITH THE AUDIT AND COMPLIANCE COMMITTEE AND THEN PRESENTED IT TO THE BOARD OF DIRECTORS FOR THEIR APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C: ALL CENTRA OFFICERS AND DIRECTORS MUST COMPLETE A POSSIBLE CONFLICT OF INTEREST QUESTIONNAIRE ON AN ANNUAL BASIS, CERTIFYING THAT NEITHER THEY NOR ANY OF THEIR IMMEDIATE FAMILY MEMBERS HAVE ENGAGED IN ANY ACTIVITIES THAT COULD LEAD TO A POTENTIAL CONFLICT OF INTEREST. ADDITIONALLY, ALL OFFICERS AND DIRECTORS MUST AGREE TO PROMPTLY REPORT ANY POTENTIAL CONFLICTS OF INTEREST THAT ARISE DURING THE YEAR TO THE PRESIDENT OR CHAIRMAN OF CENTRA'S BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINES 15A & 15B: CENTRA HAS ESTABLISHED A COMPENSATION COMMITTEE, WHICH CONSISTS OF THE CHAIRMAN OF CENTRA'S BOARD OF DIRECTORS PLUS FOUR ADDITIONAL MEMBERS OF CENTRA'S BOARD OF DIRECTORS. ALL FIVE MEMBERS MEET THE IRS FORM 990 INDEPENDENCE DEFINITION. MEMBERS OF THIS COMMITTEE REVIEW RELEVANT SALARY AND BENEFIT DATA FROM VARIOUS SOURCES AND MAKE RECOMMENDATIONS TO THE EXECUTIVE COMMITTEE OF CENTRA'S BOARD OF DIRECTORS WITH RESPECT TO THE SALARY RANGE AND BENEFITS FOR THE CEO. THE EXECUTIVE COMMITTEE REVIEWS AND HAS FINAL APPROVAL OF THE CEO'S COMPENSATION. THE COMPENSATION COMMITTEE IS ALSO RESPONSIBLE FOR THE REVIEW AND APPROVAL OF SALARY RANGES AND ADJUSTMENTS FOR OTHER OFFICERS AND KEY EMPLOYEES OF CENTRA, BASED ON THE RECOMMENDATIONS MADE BY THE CEO. METHODS USED TO DETERMINE SALARY RANGES AND ADJUSTMENTS INCLUDE, BUT ARE NOT LIMITED TO, INDEPENDENT COMPENSATION CONSULTANT(S) AS WELL AS THIRD PARTY COMPENSATION SURVEYS AND/OR STUDIES. FORM 990, PART VI, SECTION C, LINE 16B: JOINT VENTURE POLICY - CENTRA HEALTH, INC. ADOPTED A JOINT VENTURE POLICY, IN 2014, WHICH REQUIRES 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. |
| FORM 990, PART VI, SECTION C, LINE 18: | PHOTOCOPIES OF THE FORM 1023 AND RECENT FILINGS OF THE FORM 990 AND 990-T ARE AVAILABLE UPON REQUEST AT THE ADMINISTRATIVE OFFICE OF THE ORGANIZATION. ADDITIONALLY, FILINGS OF THE FORM 990 CAN ALSO BE FOUND ONLINE AT WWW.GUIDESTAR.ORG. |
| FORM 990, PART VI, SECTION C, LINE 19: | THE ORGANIZATION PROVIDES PHOTOCOPIES OF ITS GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, AND CONFLICT OF INTEREST POLICY AT ITS ADMINISTRATIVE OFFICE UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | CHANGE IN PENSION REPORTING 7,410,611 EQUITY CONTRIBUTIONS (22,433,914) NET PERIODIC PENSION COST (7,815,685) BOOK TAX/SWAP 156,643 ROUNDING (1) ------------ TOTAL TO FORM 990, PART XI, LINE 9 (22,682,346) |
| FORM 990 PART IX LINE 11G | DESCRIPTION:OTHER CHIC TOTAL FEES:3736783 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:OTHER CAP MED CLAIMS TOTAL FEES:5438379 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:OTHER CLEANING SERVICES TOTAL FEES:1837767 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:OTHER COMMUNITY AWARENESS TOTAL FEES:225789 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:OTHER CONTRACT LBR TOTAL FEES:16072513 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:OTHER MED PURCH SVC TOTAL FEES:69555360 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:OTHER PHYS REMUNERATION TOTAL FEES:55979236 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:OTHER PURCH SVCS TOTAL FEES:-36209951 |
| Software ID: | |
| Software Version: |