TY 2023 Form 990

(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)	(E) Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)	(F) Estimated amount of other compensation from the organization and related organizations
(1) CAROL HURT...................................................................... DIRECTOR/CHAIR	1.00 ................. 0.00	X	X			0	0	0
(2) DOUGLAS J MOYER...................................................................... DIRECTOR	1.00 ................. 42.00	X				0	706,591	109,540
(3) E RAY MURPHY...................................................................... DIRECTOR	1.00 ................. 4.20	X				0	48,147	0
(4) JOSHUA J FISCHER MD...................................................................... DIRECTOR	1.00 ................. 0.00	X				0	0	0
(5) LAWRENCE MARTIN...................................................................... DIRECTOR	1.00 ................. 0.00	X				0	0	0
(6) LILLIAN R BEVIER...................................................................... DIRECTOR	1.00 ................. 0.00	X				0	0	0
(7) PAUL A GADEN...................................................................... DIRECTOR	1.00 ................. 46.40	X				0	1,057,862	155,133
(8) MICHAEL V GENTRY...................................................................... DIRECTOR (THROUGH 5/23)	1.00 ................. 49.00	X				0	2,142,866	78,055
(9) EARL J BARNES II...................................................................... SECRETARY	1.00 ................. 48.00		X			0	1,094,606	143,768
(10) RITA A BUNCH...................................................................... PRESIDENT	40.00 ................. 2.40		X			505,775	0	58,711
(11) ROBERT A BROERMANN...................................................................... TREASURER	1.00 ................. 50.00		X			0	2,673,690	135,907
(12) AMELIA S BLACK...................................................................... KE (VP, COO)	40.00 ................. 0.00			X		174,520	241,161	51,831
(13) BRUCE D CLEMONS...................................................................... KE (VP, MEDICAL GROUP)	40.00 ................. 0.00			X		478,171	0	88,149
(14) JOHNSA MORRIS...................................................................... KE (VP, CNE)	40.00 ................. 0.00			X		228,961	120,445	253,132
(15) MICHELE CARROLL...................................................................... KE (VP, OPERATIONS)	40.00 ................. 0.00			X		264,171	140,018	51,205
(16) CLARK BAUMBUSCH...................................................................... PHYSICIAN	20.00 ................. 20.00				X	478,001	404,657	36,106
(17) JOHN Z EDWARDS MD...................................................................... PHYSICIAN	40.00 ................. 0.00				X	910,778	0	78,620

(A) Name and business address	(B) Description of services	(C) Compensation
AMN HEALTHCARE INC 12400 HIGH BLUFF DRIVE SAN DIEGO,CA92130	HEALTHCARE STAFFING SOLUTIONS	5,107,034
TRIMEDX 5451 LAKEVIEW PARKWAY SOUTH DRIVE INDIANAPOLIS,IN46268	CLINICAL ASSET MANAGEMENT	4,972,404
BLUE RIDGE AREA INT NEURORAD 500 MARTHA JEFFERSON DR CHARLOTTESVILLE,VA22911	DIAGNOSTIC IMAGING	1,866,594
MORRISON HEALTHCARE PO BOX 160266 MOBILE,AL36625	FOOD AND FACILITIES MANAGEMENT	1,232,722
HANDCRAFT SERVICES 2810 COFER ROAD RICHMOND,VA23224	LINEN SERVICES	1,176,729
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 31

- TIN:

SCHEDULE A
(Form 990)

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

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2023

Open to Public
Inspection

Name of the organization

MARTHA JEFFERSON HOSPITAL

Employer identification number

54-0261840

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 12, check only one box.)

A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i).

A school described in section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990).)

A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).

A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state:

An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170(b)(1)(A)(iv). (Complete Part II.)

A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).

An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.)

A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)

An agricultural research organization described in 170(b)(1)(A)(ix) operated in conjunction with a land-grant college or university or a non-land grant college of agriculture. See instructions. Enter the name, city, and state of the college or university:

An organization that normally receives: (1) more than 33 1/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 33 1/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)

An organization organized and operated exclusively to test for public safety. See section 509(a)(4).

An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box on lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g.

Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B.

Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C.

Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E.

Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V.

Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization.

Enter the number of supported organizations ...............................

Provide the following information about the supported organization(s).

(i) Name of supported organization	(ii) EIN	(iv) Is the organization listed in your governing document?		(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)
(i) Name of supported organization	(ii) EIN	Yes	No	(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)


Total

For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.

Cat. No. 11285F

Schedule A (Form 990) 2023

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 failed to qualify under the tests listed below, please complete Part III.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2019	(b) 2020	(c) 2021	(d) 2022	(e) 2023	(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.

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2019	(b) 2020	(c) 2021	(d) 2022	(e) 2023	(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

Gross receipts from related activities, etc. (see instructions) ..................

First 5 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

Public support percentage for 2023 (line 6, column (f) divided by line 11, column (f)) .........

Public support percentage for 2022 Schedule A, Part II, line 14 ...............

16a

33 1/3% support test—2023. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization ....................... right arrow

33 1/3% support test—2022. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow

17a

10%-facts-and-circumstances test—2023. If the organization did not check a box on line 13, 16a, or 16b, and line 14 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow

10%-facts-and-circumstances test—2022. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow

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) 2023

Page 3

Part III

Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2019	(b) 2020	(c) 2021	(d) 2022	(e) 2023	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .
2	Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose
3	Gross receipts from activities that are not an unrelated trade or business under section 513 .....
4	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
5	The value of services or facilities furnished by a governmental unit to the organization without charge
6	Total. Add lines 1 through 5
7a	Amounts included on lines 1, 2, and 3 received from disqualified persons
b	Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.
c	Add lines 7a and 7b..
8	Public support. (Subtract line 7c from line 6.)

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2019	(b) 2020	(c) 2021	(d) 2022	(e) 2023	(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 on 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.)..

First 5 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

Public support percentage for 2023 (line 8, column (f) divided by line 13, column (f)) .........

Public support percentage from 2022 Schedule A, Part III, line 15 ...............

Section D. Computation of Investment Income Percentage

Investment income percentage for 2023 (line 10c, column (f) divided by line 13, column (f)) ......

Investment income percentage from 2022 Schedule A, Part III, line 17 .............

19a

33 1/3% support tests-2023. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow

33 1/3 % support tests—2022. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ..... right arrow

Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow

Schedule A (Form 990) 2023

Page 4

Part IV

Supporting Organizations

(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete Sections A and B. If you checked box 12b, of Part I, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you checked box12d, of Part I, complete Sections A and D, and complete Part V.)

Section A. All Supporting Organizations

Yes

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.

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).

Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer lines 3b and 3c below.

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.

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.

Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked box 12a or 12b in Part I, answer lines 4b and 4c below.

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.

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.

Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer lines 5b and 5c 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).

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?

Substitutions only. Was the substitution the result of an event beyond the organization's control?

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.

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) .

Did the organization make a loan to a disqualified person (as defined in section 4958) not described on line 7? If “Yes,” complete Part I of Schedule L (Form 990).

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.

Did one or more disqualified persons (as defined on line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.

Did a disqualified person (as defined on 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.

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

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) 2023

Page 5

Part IV

Supporting Organizations (continued)

Yes

Has the organization accepted a gift or contribution from any of the following persons?

A person who directly or indirectly controls, either alone or together with persons described on lines 11b and 11c below, the governing body of a supported organization?

11a

A family member of a person described on 11a above?

11b

A 35% controlled entity of a person described on line 11a or 11b above? If “Yes” to 11a, 11b, or 11c, provide detail in Part VI.

11c

Section B. Type I Supporting Organizations

Yes

Did the officers, 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.

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.

Section C. Type II Supporting Organizations

Yes

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).

Section D. All Type III Supporting Organizations

Yes

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?

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).

By reason of the relationship described in line 2 above, 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.

Section E. Type III Functionally-Integrated Supporting Organizations

Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):

The organization satisfied the Activities Test. Complete line 2 below.

The organization is the parent of each of its supported organizations. Complete line 3 below.

The organization supported a governmental entity. Describe in Part VI how you supported a government entity (see instructions)

Activities Test. Answer lines 2a and 2b below.

Yes

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.

Did the activities described on line 2a, above 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.

Parent of Supported Organizations. Answer lines 3a and 3b below.

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?If "Yes" or "No", provide details in Part VI.

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.

Schedule A (Form 990) 2023

Page 6

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations

Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970 (explain in Part VI). See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.

	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 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

Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)

Schedule A (Form 990) 2023

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	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 2023 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-2023	(iii) Distributable Amount for 2023
1 Distributable amount for 2023 from Section C, line 6
2 Underdistributions, if any, for years prior to 2023 (reasonable cause required-- explain in Part VI). See instructions.
3 Excess distributions carryover, if any, to 2023:
a From 2018.......
b From 2019.......
c From 2020.......
d From 2021.......
e From 2022.......
fTotal of lines 3a through e
g Applied to underdistributions of prior years
h Applied to 2023 distributable amount
i Carryover from 2018 not applied (see instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.
4Distributions for 2023 from Section D, line 7:
$
a Applied to underdistributions of prior years
b Applied to 2023 distributable amount
c Remainder. Subtract lines 4a and 4b from line 4.
5 Remaining underdistributions for years prior to 2023, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions.
6 Remaining underdistributions for 2023. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions.
7 Excess distributions carryover to 2024. Add lines 3j and 4c.
8 Breakdown of line 7:
a Excess from 2019.....
b Excess from 2020.....
c Excess from 2021.....
d Excess from 2022.....
e Excess from 2023.....

Schedule A (Form 990) (2023)

Schedule A (Form 990) 2023

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) 2023

Additional Data

Software ID:
Software Version:

- TIN:

Schedule B
(Form 990)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2023

Name of the organization

MARTHA JEFFERSON HOSPITAL

Employer identification number

54-0261840

Organization type (check one):

Filers of:

Section:

Form 990 or 990-EZ

501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation

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

For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.

Special Rules

For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33¹/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Arrow Bullet

Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't 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 doesn't 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) (2023)

Schedule B (Form 990) (2023) Page 2

Name of organization MARTHA JEFFERSON HOSPITAL

Part I Contributors	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	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)

Schedule B (Form 990) (2023)

Page 3

Name of organization MARTHA JEFFERSON HOSPITAL		Employer identification number 54-0261840

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) (2023)

Schedule B (Form 990) (2023)

Page 4


Name of organization MARTHA JEFFERSON HOSPITAL			Employer identification number 54-0261840
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.) $ Use duplicate copies of Part III if additional space is needed.

(a)
No. from Part I

(b) Purpose 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

(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

(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

(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) (2023)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

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.
right arrow

Attach to Form 990.
right arrow

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2022

Open to Public Inspection

Name of the organization

MARTHA JEFFERSON HOSPITAL

Employer identification number

54-0261840

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 ........

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? ............

Yes No

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? ...................................

Yes No

Part II

Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.

Purpose(s) of conservation easements held by the organization (check all that apply).

Preservation of land for public use (e.g., recreation or education) Preservation of an historically important land area

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

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.


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 July 25, 2006, and not on a historic structure listed in the National Register ...	2d

Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year right arrow

Number of states where property subject to conservation easement is located right arrow

Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............

Yes No

Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow

Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow

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)? .............................

Yes No

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.

If the organization elected, as permitted under FASB 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.

If the organization elected, as permitted under FASB 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 ......................... right arrow

(ii)

Assets included in Form 990, Part X ............................... right arrow

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 FASB ASC 958 relating to these items:

Revenue included on Form 990, Part VIII, line 1 .......................... right arrow

Assets included in Form 990, Part X ............................... right arrow

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 52283D

Schedule D (Form 990) 2022

Page 2

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)

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):

Public exhibition

Loan or exchange programs

Scholarly research

Other

Preservation for future generations

Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.

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?...

Yes No

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.

Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................

Yes No


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

Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...

Yes No

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 ....	21,721,450	29,107,197	25,898,609	24,909,335	22,443,334
b	Contributions ...
c	Net investment earnings, gains, and losses	5,458,247	-5,863,072	4,795,870	3,071,344	4,942,791
d	Grants or scholarships ...	2,218,642	1,894,871	1,587,282	2,082,070	2,476,790
e	Other expenditures for facilities and programs ...	15,406	-372,196
f	Administrative expenses ....
g	End of year balance ......	24,945,649	21,721,450	29,107,197	25,898,609	24,909,335

Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:

Board designated or quasi-endowment right arrow

Permanent endowment right arrow

Term endowment right arrow

100.000 %

The percentages on lines 2a, 2b, and 2c should equal 100%.

Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes

(i) Unrelated organizations .................

3a(i)

(ii) Related organizations .................

3a(ii)

Yes

If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........

Yes

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 .....	12,728,159	22,435,000		35,163,159
b	Buildings ....		129,919,707	34,410,580	95,509,127
c	Leasehold improvements		1,332,838	1,134,237	198,601
d	Equipment ....		111,667,792	87,697,091	23,970,701
e	Other .....		21,499,508	3,084,651	18,414,857
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..					173,256,445

Schedule D (Form 990) 2022

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.)

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.)

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)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........

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
GENERAL RESERVE	1,964,751
DUE TO 3RD PARTY PAYORS	2,018,761
OTHER LIABILITIES	5,580,382
ROU LIABILITIES	26,620,724





Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)	36,184,618
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) 2022

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 V, LINE 4:	ENDOWMENT FUNDS ARE USED TO SUPPORT THE HEALTH CARE NEEDS OF THE COMMUNITY.

Schedule D (Form 990) 2022

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE G (Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Information Regarding
Fundraising or Gaming Activities

Complete if the organization answered "Yes" on Form 990, Part IV, lines 17, 18, or 19, or if the organization entered more than $15,000 on Form 990-EZ, line 6a. right arrow

Attach to Form 990 or Form 990-EZ.
right arrow

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2023

Open to Public Inspection

Name of the organization
MARTHA JEFFERSON HOSPITAL

Employer identification number

54-0261840

Part I

Fundraising Activities.Complete if the organization answered "Yes" on Form 990, Part IV, line 17.

Form 990-EZ filers are not required to complete this part.

Indicate whether the organization raised funds through any of the following activities. Check all that apply.

a	Mail solicitations	e	Solicitation of non-government grants
b	Internet and email solicitations	f	Solicitation of government grants
c	Phone solicitations	g	Special fundraising events
d	In-person solicitations

Did the organization have a written or oral agreement with any individual (including officers, directors, trustees

or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services?

YesNo

If "Yes," list the 10 highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is
to be compensated at least $5,000 by the organization.

(i) Name and address of individual or entity (fundraiser)	(iii) Did fundraiser have custody or control of contributions?
	Yes	No










Total . . . . . . . . . . . . . . . . . . . .

List all states in which the organization is registered or licensed to solicit contributions or has been notified it is exempt from registration or licensing.

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 50083H

Schedule G (Form 990) 2023

Page 2

Part II

Fundraising Events. Complete if the organization answered "Yes" on Form 990, Part IV, line 18, or reported more than $15,000 of fundraising event contributions and gross income on Form 990-EZ, lines 1 and 6b. List events with gross receipts greater than $5,000.

		(a) Event #1 CHAMPION'S GOLF (event type)	(b) Event #2 MARTHA'S MARKET (event type)	(c) Other events 1 (total number)	(d) Total events (add col. (a) through col. (c))
1	Gross receipts . . . . .	75,724	121,391	89,041	286,156
2	Less: Contributions . . . .	6,724		39,463	46,187
3	Gross income (line 1 minus line 2) . . . . . .	69,000	121,391	49,578	239,969

4	Cash prizes . . . . .
5	Noncash prizes . . . .
6	Rent/facility costs . . . .
7	Food and beverages . . .
8	Entertainment . . . .
9	Other direct expenses . . .	25,016	17,379	1,436	43,831
10	Direct expense summary. Add lines 4 through 9 in column (d) . . . . . . . . . .				43,831
11	Net income summary. Subtract line 10 from line 3, column (d). . . . . . . . . .				196,138

Part III

Gaming. Complete if the organization answered "Yes" on Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a.

		(a) Bingo	(b) Pull tabs/Instant bingo/progressive bingo	(c) Other gaming	(d) Total gaming (add col.(a) through col.(c))
1	Gross revenue . . . . .

2	Cash prizes . . . . .
3	Noncash prizes . . . .
4	Rent/facility costs . . . .
5	Other direct expenses . . .

Volunteer labor . . . .

	Yes %
	No

	Yes %
	No

	Yes %
	No

Direct expense summary. Add lines 2 through 5 in column (d) . . . . . . . . . . right arrow

Net gaming income summary. Subtract line 7 from line 1, column (d). . . . . . . . . right arrow

Enter the state(s) in which the organization conducts gaming activities:

Is the organization licensed to conduct gaming activities in each of these states? . . . . . . . .

YesNo

If "No," explain:

10a

Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? . . .

YesNo

If "Yes," explain:

Schedule G (Form 990) 2023

Page 3

Does the organization conduct gaming activities with nonmembers? . . . . . . . . . . .

YesNo

Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity

formed to administer charitable gaming? . . . . . . . . . . . . . . . . .

YesNo

Indicate the percentage of gaming activity conducted in:

The organization's facility . . . . . . . . . . . . . . . . . .

13a

An outside facility . . . . . . . . . . . . . . . . . . . .

13b

Enter the name and address of the person who prepares the organization's gaming/special events books and records:

Name

Address

15a

Does the organization have a contract with a third party from whom the organization receives gaming

revenue? . . . . . . . . . . . . . . . . . . . . . . . .

YesNo

If "Yes," enter the amount of gaming revenue received by the organization right arrow

$ and the

amount of gaming revenue retained by the third party right arrow

$ .

If "Yes," enter name and address of the third party:

Name

Address

Gaming manager information:

Name

Gaming manager compensation right arrow

Description of services provided right arrow

Director/officer Employee Independent contractor

Mandatory distributions:

Is the organization required under state law to make charitable distributions from the gaming proceeds to

retain the state gaming license? . . . . . . . . . . . . . . . . . . .

YesNo

Enter the amount of distributions required under state law distributed to other exempt organizations or spent

in the organization's own exempt activities during the tax year right arrow

Part IV

Supplemental Information. Provide the explanations required by Part I, line 2b, columns (iii) and (v); and Part III, lines 9, 9b, 10b, 15b, 15c, 16, and 17b, as applicable. Also provide any additional information. See instructions.

Return Reference	Explanation

Schedule G (Form 990) 2023

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE H
(Form 990)

Department of the Treasury
Internal Revenue Service

Hospitals

Complete if the organization answered "Yes" on Form 990, Part IV, question 20a.
Medium right arrow

Attach to Form 990.
Medium right arrow

Go to www.irs.gov/Form990EZ for instructions and the latest information.

OMB No. 1545-0047

2023

Open to Public Inspection

Name of the organization

MARTHA JEFFERSON HOSPITAL

Employer identification number

54-0261840

Part I

Financial Assistance and Certain Other Community Benefits at Cost

Yes

Did the organization have a financial assistance policy during the tax year? If "No," skip to question 6a . . . .

Yes

If "Yes," was it a written policy? ......................

Yes

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.

Applied uniformly to all hospital facilities Applied uniformly to most hospital facilities Generally tailored to individual hospital facilities

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.

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:

Yes

100% 150% 200% Other 30000.0000000000 %

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: . . . . . . . .

Yes

200% 250% 300% 350% 400% Other %

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.

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"? . . . . . . . . . . . . .

Yes

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

Yes

If "Yes," did the organization's financial assistance expenses exceed the budgeted amount? . . . . . .

Yes

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? . . . . . . . . . . . . .

Did the organization prepare a community benefit report during the tax year? . . . . . . . . .

Yes

If "Yes," did the organization make it available to the public? . . . . . . . . . . . . .

Yes

Complete the following table using the worksheets provided in the Schedule H instructions. Do not submit these worksheets with the Schedule H.

Financial Assistance and Certain Other Community Benefits at Cost

Financial Assistance and Means-Tested Government Programs		(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) . . .	4,682,192		4,682,192	1.110 %
b	Medicaid (from Worksheet 3, column a) . . . . .	50,439,885	42,557,342	7,882,543	1.880 %
c	Costs of other means-tested government programs (from Worksheet 3, column b) . .
d	Total Financial Assistance and Means-Tested Government Programs . . . . .	55,122,077	42,557,342	12,564,735	2.990 %
Other Benefits
e	Community health improvement services and community benefit operations (from Worksheet 4).	2,298,187		2,298,187	0.550 %
f	Health professions education (from Worksheet 5) . . .	565,436	304,940	260,496	0.060 %
g	Subsidized health services (from Worksheet 6) . . . .	44,586,098	31,404,860	13,181,238	3.140 %
h	Research (from Worksheet 7) .
i	Cash and in-kind contributions for community benefit (from Worksheet 8) . . . .	1,863,089		1,863,089	0.440 %
j	Total. Other Benefits . .	49,312,810	31,709,800	17,603,010	4.190 %
k	Total. Add lines 7d and 7j .	104,434,887	74,267,142	30,167,745	7.180 %

For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 50192T Schedule H (Form 990) 2023

Schedule H (Form 990) 2023

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			13,923		13,923	0 %
2	Economic development			242,178		242,178	0.060 %
3	Community support			255,346		255,346	0.060 %
4	Environmental improvements			4,325		4,325	0 %
5	Leadership development and training for community members			2,283		2,283	0 %
6	Coalition building
7	Community health improvement advocacy			129,100		129,100	0.030 %
8	Workforce development			167,264		167,264	0.040 %
9	Other			112,068		112,068	0.030 %
10	Total			926,487		926,487	0.220 %

Part III

Bad Debt, Medicare, & Collection Practices

Section A. Bad Debt Expense

Yes

Did the organization report bad debt expense in accordance with Healthcare Financial Management Association Statement No. 15? ..........................

Yes

Enter the amount of the organization's bad debt expense. Explain in Part VI the methodology used by the organization to estimate this amount. ......

13,467,598

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. ......

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

Enter total revenue received from Medicare (including DSH and IME).....

83,123,513

Enter Medicare allowable costs of care relating to payments on line 5.....

101,599,047

Subtract line 6 from line 5. This is the surplus (or shortfall)........

-18,475,534

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:

Cost accounting system Cost to charge ratio Other

Section C. Collection Practices

Did the organization have a written debt collection policy during the tax year? ..........

Yes

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 .........................

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 %	(e) Physicians' profit % or stock ownership %
11 MARTHA JEFFERSON PHO	MANAGED CARE	50.000 %	50.000 %
2
3
4
5
6
7
8
9
10
11
12
13

Schedule H (Form 990) 2023

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?2Name, 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)					Other (describe)
1	MARTHA JEFFERSON HOSPITAL 500 MARTHA JEFFERSON DRIVE CHARLOTTESVILLE,VA22911 WWW.SENTARA.COM H-0001872	X	X	X
2	MARTHA JEFFERSON OUTPATIENT SURGERY CENTER 595 MARTHA JEFFERSON DRIVE CHARLOTTESVILLE,VA22911 WWW.SENTARA.COM OSH-0000662	X			OUTPATIENT SURGERY CENTER

Schedule H (Form 990) 2023

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)

	MARTHA JEFFERSON HOSPITAL
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

Community Health Needs Assessment

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?........................

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...............

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......................

Yes

If "Yes," indicate what the CHNA report describes (check all that apply):

A definition of the community served by the hospital facility

Demographics of the community

Existing health care facilities and resources within the community that are available to respond to the health needs of the community

How data was obtained

The significant health needs of the community

Primary and chronic disease needs and other health issues of uninsured persons, low-income persons, and minority groups

The process for identifying and prioritizing community health needs and services to meet the community health needs

The process for consulting with persons representing the community’s interests

The impact of any actions taken to address the significant health needs identified in the hospital facility's prior CHNA(s)

Other (describe in Section C)

Indicate the tax year the hospital facility last conducted a CHNA: 20 22

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 .................

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..................................

Yes

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. ............................

Yes

Did the hospital facility make its CHNA report widely available to the public?..............

Yes

If "Yes," indicate how the CHNA report was made widely available (check all that apply):

Hospital facility’s website (list url):

Other website (list url): SEE SECTION C BELOW

Made a paper copy available for public inspection without charge at the hospital facility

Other (describe in Section C)

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. ..............

Yes

Indicate the tax year the hospital facility last adopted an implementation strategy: 20 22

Is the hospital facility's most recently adopted implementation strategy posted on a website?.........

If "Yes" (list url):

If "No," is the hospital facility’s most recently adopted implementation strategy attached to this return? ......

10b

Yes

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

If "Yes" on line 12a, did the organization file Form 4720 to report the section 4959 excise tax?........

12b

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) 2023

Page 5

Part VFacility Information (continued)

Financial Assistance Policy (FAP)

	MARTHA JEFFERSON HOSPITAL
Name of hospital facility or letter of facility reporting group

Yes

Did the hospital facility have in place during the tax year a written financial assistance policy that:

Explained eligibility criteria for financial assistance, and whether such assistance included free or discounted care?

Yes

If “Yes,” indicate the eligibility criteria explained in the FAP:

Federal poverty guidelines (FPG), with FPG family income limit for eligibility for free care of 300.000000000000%
and FPG family income limit for eligibility for discounted care of 400.000000000000%

Income level other than FPG (describe in Section C)

Asset level

Medical indigency

Insurance status

Underinsurance discount

Residency

Other (describe in Section C)

Explained the basis for calculating amounts charged to patients?.................

Yes

Explained the method for applying for financial assistance?...................

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):

Described the information the hospital facility may require an individual to provide as part of his or her application

Described the supporting documentation the hospital facility may require an individual to submit as part of his or
her application

Provided the contact information of hospital facility staff who can provide an individual with information about the
FAP and FAP application process

Provided the contact information of nonprofit organizations or government agencies that may be sources of
assistance with FAP applications

Other (describe in Section C)

Was widely publicized within the community served by the hospital facility?........

Yes

If "Yes," indicate how the hospital facility publicized the policy (check all that apply):

The FAP was widely available on a website (list url):

WWW.SENTARA.COM/BILLING/FINANCIAL-ASSISTANCE

The FAP application form was widely available on a website (list url):

WWW.SENTARA.COM/BILLING/FINANCIAL-ASSISTANCE

A plain language summary of the FAP was widely available on a website (list url):
WWW.SENTARA.COM/BILLING/FINANCIAL-ASSISTANCE

The FAP was available upon request and without charge (in public locations in the hospital facility and by mail)

The FAP application form was available upon request and without charge (in public locations in the hospital facility
and by mail)

A plain language summary of the FAP was available upon request and without charge (in public locations in the
hospital facility and by mail)

Individuals were notified about the FAP by being offered a paper copy of the plain language summary of the FAP, by
receiving a conspicuous written notice about the FAP on their billing statements, and via conspicuous public displays or
other measures reasonably calculated to attract patients' attention

Notified members of the community who are most likely to require financial assistance about availability of the FAP

The FAP, FAP application form, and plain language summary of the FAP were translated into the primary language(s)
spoken by LEP populations

Other (describe in Section C)

Schedule H (Form 990) 2023

Page 6

Part VFacility Information (continued)

Billing and Collections

	MARTHA JEFFERSON HOSPITAL
Name of hospital facility or letter of facility reporting group

Yes

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 nonpayment?..................................

Yes

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:

Reporting to credit agency(ies)

Selling an individual’s debt to another party

Deferring, denying, or requiring a payment before providing medically necessary care due to nonpayment of a previous
bill for care covered under the hospital facility's FAP

Actions that require a legal or judicial process

Other similar actions (describe in Section C)

None of these actions or other similar actions were permitted

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?............

If "Yes," check all actions in which the hospital facility or a third party engaged:

Reporting to credit agency(ies)

Selling an individual’s debt to another party

Deferring , denying, or requiring a payment before providing medically necessary care due to nonpayment of a previous
bill for care covered under the hospital facility's FAP

Actions that require a legal or judicial process

Other similar actions (describe in Section C)

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):

Provided a written notice about upcoming ECAs (Extraordinary Collection Action) and a plain language summary of the
FAP at least 30 days before initiating those ECAs (if not, describe in Section C)

Made a reasonable effort to orally notify individuals about the FAP and FAP application process (if not, describe in
Section C)

Processed incomplete and complete FAP applications (if not, describe in Section C)

Made presumptive eligibility determinations (if not, describe in Section C)

Other (describe in Section C)

None of these efforts were made

Policy Relating to Emergency Medical Care

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?..................

Yes

If "No," indicate why:

The hospital facility did not provide care for any emergency medical conditions

The hospital facility’s policy was not in writing

The hospital facility limited who was eligible to receive care for emergency medical conditions (describe in Section C)

Other (describe in Section C)

Schedule H (Form 990) 2023

Page 7

Part VFacility Information (continued)

Charges to Individuals Eligible for Assistance Under the FAP (FAP-Eligible Individuals)

	MARTHA JEFFERSON HOSPITAL
Name of hospital facility or letter of facility reporting group

Yes

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.

The hospital facility used a look-back method based on claims allowed by Medicare fee-for-service during a prior 12-month period

The hospital facility used a look-back method based on claims allowed by Medicare fee-for-service and all private health insurers that pay claims to the hospital facility during a prior 12-month period

The hospital facility used a look-back method based on claims allowed by Medicaid, either alone or in combination with
Medicare fee-for-service and all private health insurers that pay claims to the hospital facility during a prior 12-month
period

The hospital facility used a prospective Medicare or Medicaid method

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? ...............................

If "Yes," explain in Section C.

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? ...........................

If "Yes," explain in Section C.

Schedule H (Form 990) 2023

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)

	MARTHA JEFFERSON OUTPATIENT SURGERY CENT
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

Community Health Needs Assessment

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?........................

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......................

Yes

If "Yes," indicate what the CHNA report describes (check all that apply):

A definition of the community served by the hospital facility

Demographics of the community

Existing health care facilities and resources within the community that are available to respond to the health needs of the community

How data was obtained

The significant health needs of the community

Primary and chronic disease needs and other health issues of uninsured persons, low-income persons, and minority groups

The process for identifying and prioritizing community health needs and services to meet the community health needs

The process for consulting with persons representing the community’s interests

The impact of any actions taken to address the significant health needs identified in the hospital facility's prior CHNA(s)

Other (describe in Section C)

Indicate the tax year the hospital facility last conducted a CHNA: 20 22

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..................................

Yes

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. ............................

Yes

Did the hospital facility make its CHNA report widely available to the public?..............

Yes

If "Yes," indicate how the CHNA report was made widely available (check all that apply):

Hospital facility’s website (list url):

Other website (list url): SEE SECTION C BELOW

Made a paper copy available for public inspection without charge at the hospital facility

Other (describe in Section C)

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. ..............

Yes

Indicate the tax year the hospital facility last adopted an implementation strategy: 20 22

Is the hospital facility's most recently adopted implementation strategy posted on a website?.........

If "Yes" (list url):

If "No," is the hospital facility’s most recently adopted implementation strategy attached to this return? ......

10b

Yes

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

If "Yes" on line 12a, did the organization file Form 4720 to report the section 4959 excise tax?........

12b

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) 2023

Page 5

Part VFacility Information (continued)

Financial Assistance Policy (FAP)

	MARTHA JEFFERSON OUTPATIENT SURGERY CENT
Name of hospital facility or letter of facility reporting group

Yes

Did the hospital facility have in place during the tax year a written financial assistance policy that:

Explained eligibility criteria for financial assistance, and whether such assistance included free or discounted care?

Yes

If “Yes,” indicate the eligibility criteria explained in the FAP:

Federal poverty guidelines (FPG), with FPG family income limit for eligibility for free care of 300.000000000000%
and FPG family income limit for eligibility for discounted care of 400.000000000000%

Income level other than FPG (describe in Section C)

Asset level

Medical indigency

Insurance status

Underinsurance discount

Residency

Other (describe in Section C)

Explained the basis for calculating amounts charged to patients?.................

Yes

Explained the method for applying for financial assistance?...................

Yes

Described the information the hospital facility may require an individual to provide as part of his or her application

Described the supporting documentation the hospital facility may require an individual to submit as part of his or
her application

Provided the contact information of hospital facility staff who can provide an individual with information about the
FAP and FAP application process

Provided the contact information of nonprofit organizations or government agencies that may be sources of
assistance with FAP applications

Other (describe in Section C)

Was widely publicized within the community served by the hospital facility?........

Yes

If "Yes," indicate how the hospital facility publicized the policy (check all that apply):

The FAP was widely available on a website (list url):

WWW.SENTARA.COM/BILLING/FINANCIAL-ASSISTANCE

The FAP application form was widely available on a website (list url):

WWW.SENTARA.COM/BILLING/FINANCIAL-ASSISTANCE

A plain language summary of the FAP was widely available on a website (list url):
WWW.SENTARA.COM/BILLING/FINANCIAL-ASSISTANCE

The FAP was available upon request and without charge (in public locations in the hospital facility and by mail)

The FAP application form was available upon request and without charge (in public locations in the hospital facility
and by mail)

A plain language summary of the FAP was available upon request and without charge (in public locations in the
hospital facility and by mail)

Notified members of the community who are most likely to require financial assistance about availability of the FAP

The FAP, FAP application form, and plain language summary of the FAP were translated into the primary language(s)
spoken by LEP populations

Other (describe in Section C)

Schedule H (Form 990) 2023

Page 6

Part VFacility Information (continued)

Billing and Collections

	MARTHA JEFFERSON OUTPATIENT SURGERY CENT
Name of hospital facility or letter of facility reporting group

Yes

Reporting to credit agency(ies)

Selling an individual’s debt to another party

Deferring, denying, or requiring a payment before providing medically necessary care due to nonpayment of a previous
bill for care covered under the hospital facility's FAP

Actions that require a legal or judicial process

Other similar actions (describe in Section C)

None of these actions or other similar actions were permitted

If "Yes," check all actions in which the hospital facility or a third party engaged:

Reporting to credit agency(ies)

Selling an individual’s debt to another party

Deferring , denying, or requiring a payment before providing medically necessary care due to nonpayment of a previous
bill for care covered under the hospital facility's FAP

Actions that require a legal or judicial process

Other similar actions (describe in Section C)

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):

Provided a written notice about upcoming ECAs (Extraordinary Collection Action) and a plain language summary of the
FAP at least 30 days before initiating those ECAs (if not, describe in Section C)

Made a reasonable effort to orally notify individuals about the FAP and FAP application process (if not, describe in
Section C)

Processed incomplete and complete FAP applications (if not, describe in Section C)

Made presumptive eligibility determinations (if not, describe in Section C)

Other (describe in Section C)

None of these efforts were made

Policy Relating to Emergency Medical Care

If "No," indicate why:

The hospital facility did not provide care for any emergency medical conditions

The hospital facility’s policy was not in writing

The hospital facility limited who was eligible to receive care for emergency medical conditions (describe in Section C)

Other (describe in Section C)

Schedule H (Form 990) 2023

Page 7

Part VFacility Information (continued)

Charges to Individuals Eligible for Assistance Under the FAP (FAP-Eligible Individuals)

	MARTHA JEFFERSON OUTPATIENT SURGERY CENT
Name of hospital facility or letter of facility reporting group

Yes

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.

The hospital facility used a look-back method based on claims allowed by Medicare fee-for-service during a prior 12-month period

The hospital facility used a prospective Medicare or Medicaid method

If "Yes," explain in Section C.

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? ...........................

If "Yes," explain in Section C.

Schedule H (Form 990) 2023

Page 8

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, 16j, 18e, 19e, 20a, 20b, 20c, 20d, 20e, 21c, 21d, 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
MARTHA JEFFERSON HOSPITAL	PART V, SECTION B, LINE 5: MARTHA JEFFERSON HOSPITAL (MJH) PARTICIPATED WITH THE BLUE RIDGE HEALTH DEPARTMENT IN A COLLABORATIVE EFFORT TO CONDUCT A COMMUNITY HEALTH NEEDS ASSESSMENT OF THE SIX LOCALITIES (CHARLOTTESVILLE/ALBEMARLE, FLUVANNA, GREENE, LOUISA, NELSON) IN THE HEALTH DISTRICT. THE COLLABORATIVE CONSISTED OF REPRESENTATIVES FROM SMJH, BLUE RIDGE HEALTH DISTRICT, AND UNIVERSITY OF VIRGINIA HEALTH. THESE LOCALITIES ARE CONSIDERED MJH'S SERVICE AREA, ACCOUNTING FOR APPROXIMATELY 83.5% OF MJH'S INPATIENTS. OTHER PARTICIPANTS IN THIS PROCESS INCLUDED THE UNIVERSITY OF VIRGINIA SCHOOL OF PUBLIC HEALTH, THE AREA AGENCY ON AGING, THE UNITED WAY, THE AREA FREE CLINIC, THE PLANNING DISTRICT COMMISSION, THE COOPERATIVE EXTENSION SERVICE, ETC. REGIONAL COUNTY INTERAGENCY COUNCILS WITH MJH REPRESENTATION WERE USED TO COLLECT EXISTING HEALTH DATA, COMMUNITY MEMBER SURVEYS, AND KEY STAKEHOLDER FOCUS GROUPS TO CREATE THE ASSESSMENT AND PLAN. IN ADDITION TO THE STAKEHOLDER INSIGHT, SMJH AND THE COLLABORATIVE CARRIED OUT A SERIES OF MORE IN-DEPTH COMMUNITY FOCUS GROUPS THROUGH PHOTOVOICE TO OBTAIN GREATER INSIGHT FROM DIVERSE COMMUNITY MEMBERS. INPUT WAS ALSO SOUGHT FROM OTHER POPULATIONS IN THE COMMUNITY, INCLUDING REPRESENTATIVES OF UNDERSERVED COMMUNITIES AND CONSUMERS OF SERVICES. THE PROCESS TOOK 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.
MARTHA JEFFERSON OUTPATIENT SURGERY CENTER	PART V, SECTION B, LINE 5: THE FACILITY RELIED ON THE ASSESSMENT CONDUCTED BY MARTHA JEFFERSON HOSPITAL (MJH) WHEN CONDUCTING ITS OWN ASSESSMENT. SEE THE RESPONSE UNDER MJH FOR ADDITIONAL INFORMATION.
MARTHA JEFFERSON HOSPITAL	PART V, SECTION B, LINE 6A: THE CHNA OF SENTARA MARTHA JEFFERSON HOSPITAL WAS CONDUCTED WITH SENTARA MARTHA JEFFERSON OSC. THE JOINT MAPP2HEALTH REPORT, TO BE USED AS THE CHNA FOR SENTARA MARTHA JEFFERSON HOSPITAL AND SENTARA MARTHA JEFFERSON OUTPATIENT SURGERY CENTER, WAS COMPLETED IN COLLABORATION WITH BLUE RIDGE HEALTH DISTRICT, UVA HEALTH, SENTARA MARTHA JEFFERSON HOSPITAL, AND SENTARA MARTHA JEFFERSON OUTPATIENT SURGERY CENTER, WHICH HAVE THE IDENTICAL SERVICE AREAS OF THE CITY OF CHARLOTTESVILLE AND ALBEMARLE, FLUVANNA, GREENE, LOUISA, AND NELSON COUNTIES.
MARTHA JEFFERSON OUTPATIENT SURGERY CENTER	PART V, SECTION B, LINE 6A: THE CHNA OF SENTARA MARTHA JEFFERSON OUTPATIENT SURGERY CENTER WAS CONDUCTED WITH SENTARA MARTHA JEFFERSON HOSPITAL. THE JOINT MAPP2HEALTH REPORT, TO BE USED AS THE CHNA FOR SENTARA MARTHA JEFFERSON HOSPITAL AND SENTARA MARTHA JEFFERSON OUTPATIENT SURGERY CENTER, WAS COMPLETED IN COLLABORATION WITH BLUE RIDGE HEALTH DISTRICT, UVA HEALTH, SENTARA MARTHA JEFFERSON HOSPITAL, AND SENTARA MARTHA JEFFERSON OUTPATIENT SURGERY CENTER, WHICH HAVE THE IDENTICAL SERVICE AREAS OF THE CITY OF CHARLOTTESVILLE AND ALBEMARLE, FLUVANNA, GREENE, LOUISA, AND NELSON COUNTIES.
MARTHA JEFFERSON HOSPITAL	PART V, SECTION B, LINE 6B: THE JOINT MAPP2HEALTH REPORT, TO BE USED AS THE CHNA FOR SENTARA MARTHA JEFFERSON HOSPITAL AND SENTARA MARTHA JEFFERSON OUTPATIENT SURGERY CENTER, WAS COMPLETED IN COLLABORATION WITH BLUE RIDGE HEALTH DISTRICT, UVA HEALTH, SENTARA MARTHA JEFFERSON HOSPITAL, AND SENTARA MARTHA JEFFERSON OUTPATIENT SURGERY CENTER.
MARTHA JEFFERSON OUTPATIENT SURGERY CENTER	PART V, SECTION B, LINE 6B: THE JOINT MAPP2HEALTH REPORT, TO BE USED AS THE CHNA FOR SENTARA MARTHA JEFFERSON HOSPITAL AND SENTARA MARTHA JEFFERSON OUTPATIENT SURGERY CENTER, WAS COMPLETED IN COLLABORATION WITH BLUE RIDGE HEALTH DISTRICT, UVA HEALTH, SENTARA MARTHA JEFFERSON HOSPITAL, AND SENTARA MARTHA JEFFERSON OUTPATIENT SURGERY CENTER.
MARTHA JEFFERSON HOSPITAL	PART V, SECTION B, LINE 7D: COPIES OF THE ASSESSMENT HAVE BEEN MADE AVAILABLE TO OTHER ORGANIZATIONS.THE DIRECT URL ADDRESS FOR THE COMMUNITY HEALTH NEEDS ASSESSMENT IS:HTTPS://WWW.SENTARA.COM/ABOUTUS/COMMUNITY-OUTREACH/COMMUNITY-HEALTH-NEEDS-ASSESSMENTS
MARTHA JEFFERSON OUTPATIENT SURGERY CENTER	PART V, SECTION B, LINE 7D: COPIES OF THE ASSESSMENT HAVE BEEN MADE AVAILABLE TO OTHER ORGANIZATIONS.THE DIRECT URL ADDRESSES FOR THE COMMUNITY HEALTH NEED ASSESSMENT IS:HTTPS://WWW.SENTARA.COM/ABOUTUS/COMMUNITY-OUTREACH/COMMUNITY-HEALTH-NEEDS-ASSESSMENTS
MARTHA JEFFERSON HOSPITAL	PART V, SECTION B, LINE 11: TO SELECT COMMUNITY HEALTH NEEDS ASSESSMENT PRIORITIES, THE HANLON MODEL WAS USED TO RATE THE MAGNITUDE AND SERIOUSNESS OF THE HEALTH ISSUES AND THE FEASIBILITY OF ADDRESSING THEM AT THE LOCAL LEVEL. HOSPITAL AND OTHER PARTICIPANTS RECOGNIZED THAT RESOURCES NEEDED TO BE DIRECTED TO THE HIGHEST PRIORITY HEALTH PROBLEMS. THE HOSPITAL WORKS ACTIVELY ON A COLLABORATIVE BASIS WITH OTHER COMMUNITY PARTNERS IN THE EXECUTION OF THE IMPLEMENTATION STRATEGIES.IMPROVING THE MENTAL AND EMOTIONAL WELL-BEING OF ALL LIVING IN THE SMJH AND SMJOSC SERVICE AREA BY INCREASING ACCESS TO BEHAVIORAL HEALTH SERVICES IS AN IMPORTANT PRIORITY. SENTARA CONTINUES TO IMPROVE ACCESS TO BEHAVIORAL HEALTH RESOURCES KNOWING THAT ONE IN FIVE ADULTS WILL HAVE A MENTAL ILLNESS SEVERE ENOUGH TO REQUIRE TREATMENT, AND MANY MORE WILL HAVE EMOTIONAL AND MENTAL HEALTH PROBLEMS THAT PREVENT THEM FROM FULLY ENJOYING THEIR LIVES. AT SENTARA, WE OFFER INPATIENT TREATMENT SERVICES THROUGH TELEPSYCHIATRY. OUR ADULT AND SENIOR BEHAVIORAL HEALTH INPATIENT PROGRAMS PROVIDE DIAGNOSTIC SERVICES AND TREATMENT FOR PEOPLE 18 AND OLDER WHO ARE IN CRISIS DUE TO MENTAL ILLNESS, EMOTIONAL DISTRESS, OR DESTRUCTIVE BEHAVIOR PATTERNS. BECAUSE OUR TREATMENT FACILITIES ARE LOCATED WITHIN SEVERAL OF OUR HOSPITALS, PATIENTS HAVE ACCESS TO THE FULL RANGE OF BOTH PSYCHIATRIC AND MEDICAL CARE. SENTARA WILL CONTINUE TO PARTNER WITH COMMUNITY MENTAL HEALTH PROGRAMS TO IDENTIFY ALTERNATE PLACEMENT OPTIONS FOR BEHAVIORAL HEALTH EMERGENCY DEPARTMENT PATIENTS.SMJH AND SMJOSC CONTINUE TO SUPPORT NATIONAL DRUG TAKE BACK EVENTS TO HELP TO KEEP UNUSED MEDICATION OUT OF LANDFILLS, WHERE THEY CAN POTENTIALLY BE RETRIEVED AND ABUSED, AND WATER SUPPLIES, WHICH CAN BE CONTAMINATED BY FLUSHING MEDICATIONS.TO MEET THE GROWING NEED FOR PEDIATRIC NEURODEVELOPMENTAL AND BEHAVIORAL HEALTH CARE IN CENTRAL VIRGINIA, UVA CHILDREN'S AND SENTARA MARTHA JEFFERSON HOSPITAL ARE PARTNERING TO CREATE A NEW OUTPATIENT CLINIC IN ALBEMARLE COUNTY. THE CLINIC WILL TRIPLE THE NUMBER OF PEDIATRIC MENTAL HEALTH PROVIDERS AT UVA FROM 6 TO 18, REDUCING WAIT TIMES AND EXPANDING ACCESS BY BRINGING TOGETHER DEVELOPMENTAL PEDIATRICIANS, PEDIATRIC PSYCHOLOGISTS, CHILD PSYCHIATRISTS AND INTEGRATIVE MEDICINE SPECIALISTS. "COMMUNITY MEMBERS HAVE SHARED WITH US THE NEED FOR EASIER ACCESS TO MENTAL AND NEURODEVELOPMENTAL HEALTH CARE, AND THIS CLINIC IS DESIGNED TO DO THAT IN A COMFORTING AND THERAPEUTIC SETTING," SAID WENDY HORTON, PHARMD, MBA, CHIEF EXECUTIVE OFFICER OF UVA MEDICAL CENTER. "OUR GOAL AT THE CLINIC WILL BE TO PROVIDE A COMPASSIONATE AND HOLISTIC APPROACH TO CHILD HEALTH AND WELLNESS, AND WE APPRECIATE SENTARA MARTHA JEFFERSON HOSPITAL JOINING US IN THIS PARTNERSHIP TO PROVIDE THIS VITAL CARE." "A TRUE TEAM APPROACH IS NEEDED TO ENHANCE BEHAVIORAL HEALTH CARE FOR CHILDREN ACROSS CENTRAL VIRGINIA," SAID RITA A. BUNCH, MPH, PRESIDENT OF SENTARA MARTHA JEFFERSON HOSPITAL. "WE ARE EXCITED TO PARTNER WITH UVA HEALTH AND UVA CHILDREN'S TO PROVIDE ALL CHILDREN AND FAMILIES IN OUR COMMUNITY WITH THE CARE AND SUPPORT THEY NEED."TO INCREASE COMMUNITY AWARENESS AND REDUCE STIGMA, SENTARA PARTNERED WITH VIRGINIA STAGE COMPANY TO SUPPORT AN INSPIRATIONAL PLAY ABOUT MENTAL HEALTH. "EVERY BRILLIANT THING" IS AN INTIMATE, INTERACTIVE PERFORMANCE WHICH CONTINUES TO BE BROUGHT TO COMMUNITIES THROUGHOUT VIRGINIA AND NORTH CAROLINA. SMJH AND SMJOSC ALSO PROMOTE COMMUNITY CONVERSATIONS WITH NBC29 NEWS, SHARING INFORMATION ABOUT ALL RESOURCES AVAILABLE TO THE COMMUNITY AT THE JEFFERSON SCHOOL. RESOURCES INCLUDED MENTAL HEALTH, HEALTH LITERACY, ECONOMIC BARRIERS SUPPORT, AND ORGANIZATIONS OPEN DOORS TO PUBLIC TO COME LEARN MORE.FOR INNOVATION, SMJH AND SMJOSC PROVIDE PET THERAPY WHICH IS OFFERED TO PATIENTS AND STAFF TO HELP REDUCE STRESS, LOWER BLOOD PRESSURE AND ENHANCE OVERALL WELL-BEING, ALL WHILE BRINGING SMILES AND BOOST MORALE. "I AM CONTINUALLY INSPIRED BY THE ENTHUSIASM AND PROFOUND IMPACT OUR 11 PET THERAPY VOLUNTEERS AND THEIR FURRY COMPANIONS BRING INSIDE OUR BUILDING," SAID RENEE DINWIDDIE, TEAM COORDINATOR FOR VOLUNTEER SERVICES AT SMJH. "THESE COMMITTED MEMBERS OF OUR COMMUNITY GENEROUSLY GIVE OF THEIR TIME, COMPASSION, AND THE SPECIAL HEALING ABILITY OF THEIR PETS, BRINGING HAPPINESS AND SOLACE TO EVERYONE INSIDE OUR HOSPITAL. THEY EXEMPLIFY THE GENUINE MEANING OF COMPASSION IN HEALTHCARE, BRINGING JOY AND OPTIMISM NOT JUST TO OUR PATIENTS BUT ALSO TO OUR DEDICATED STAFF."SMJH AND SMJOSC PROVIDE MULTI-CULTURAL HEALTHY COOKING CLASSES, PARTNERING WITH CULINARY CONCEPTS AB TO PROVIDE HEALTHY EDUCATION AROUND FRESH AND HEALTHY FOOD AND CULINARY SKILLS TO THE COMMUNITY. A FIVE-WEEK CHRONIC DISEASE CLASS IS OFFERED IN GREENE COUNTY TO PROVIDE DIABETES EDUCATION FOR INDIVIDUALS WITH CHRONIC DISEASE. PARTNERING WITH GREENE CARE CLINIC IN GREENE COUNTY, SMJH AND SMJOSC BRING EDUCATION AND SUPPORT AROUND CHRONIC DISEASES FOR INDIVIDUALS IN THE COMMUNITY. THE PROGRAM COVERS INFORMATION ON DIABETES, HEART DISEASE, STROKE, CANCER, AND MORE. THEY ALSO OFFER A FRESH FARMACY PROGRAM PROVIDING FRESH FRUITS AND VEGETABLES BY PARTNERING WITH THE LOCAL FOOD HUB AND FOUNTAIN FUND. SMJH AND SMJOSC ALSO PROVIDED A TWO-PART WEBINAR TO HELP PEOPLE UNDERSTAND DEMENTIA AND ALZHEIMER'S DISEASE. SMJH AND SMJOSC STATE THAT WHILE ALZHEIMER'S IS THE MOST COMMONLY DIAGNOSED FORM OF DEMENTIA, IT IS NOT THE ONLY FORM OF DEMENTIA, AND IT IS NOT JUST MEMORY LOSS ASSOCIATED WITH OLD AGE. ACCORDING TO A RELEASE, CORRECTLY DIAGNOSING DEMENTIA CAN HELP FIND THE BEST TREATMENTS AND SUPPORT. SPECIFICALLY, ALZHEIMER'S IS A PROGRESSIVE AND FATAL BRAIN DISEASE.SMJH AND SMJOSC PARTNERED WITH CHARLOTTESVILLE AND ALBEMARLE SCHOOL BOARD FOR BACK-TO-SCHOOL EVENTS TO PROVIDE SPORTS PHYSICALS. THEY ALSO CONTINUE THEIR PARTNERSHIP WITH HABITAT FOR HUMANITY IN BUILDING SAFE HOUSING IN SOUTHWOOD, VIRGINIA. SMJH AND SMJOSC PROVIDE COMMUNITY FITNESS CLASSES FOR LOW-INCOME POPULATIONS, AS WELL AS PROVIDING MONTHLY ACCESS TO HEALTHY DIET AND KNOWLEDGE OF HEALTHY DIET EDUCATION.TO BETTER UNDERSTAND THE NEEDS OF OUR COMMUNITIES, SMJH AND SMJOSC PROVIDED COMMUNITY HEALTH EQUITY LISTEN TOURS. SENTARA, SMJH, SMJOSC AND MARTHA JEFFERSON HOSPITAL FOUNDATION PARTNERED WITH ORGANIZATIONS TO UNDERSTAND NEEDS AND CONNECT RESOURCES, TO ASSIST WITH CREATING PROGRAMMING AROUND HEALTH NEEDS. SESSIONS TOOK PLACE IN THE CITY OF CHARLOTTESVILLE, AND LOUISA, ALBEMARLE, NELSON, AND GREENE COUNTIES. DISCUSSIONS WERE ON HOW TO TAKE HEALTHCARE TO THE COMMUNITIES IN A TRUE FORM OUTSIDE OF THE HEALTHCARE TRADITIONAL STRUCTURE.SMJH AND SMJOSC PROVIDE BREAST HEALTH SCREENING DAYS TO UNINSURED WOMEN. THEY ALSO PROVIDE TUESDAY EDUCATION SESSIONS ON HEALTHY GOAL SETTING AND PROVIDE CHRONIC DISEASE AND NUTRITION EDUCATION.EACH HOSPITAL HAS ALSO IMPLEMENTED THE USE OF UNITE US, A CROSS-SECTOR COLLABORATION SOFTWARE ESTABLISHING A NEW STANDARD OF CARE THAT IDENTIFIES SOCIAL NEEDS IN COMMUNITIES, MANAGES ENROLLMENT OF INDIVIDUALS IN SERVICES, AND LEVERAGES MEANINGFUL OUTCOMES DATA AND ANALYTICS TO FURTHER DRIVE COMMUNITY INVESTMENT. TO INCREASE ECONOMIC GROWTH, JOB SECURITY, AND EDUCATIONAL OPPORTUNITIES, SMJH AND SMJOSC CONTINUES TO COLLABORATE WITH MULTIPLE COLLEGES AND UNIVERSITIES TO PROVIDE FELLOWSHIPS, INTERNSHIPS AND PRECEPTORSHIPS FOR HEALTHCARE PROFESSIONALS AND STUDENTS.
MARTHA JEFFERSON OUTPATIENT SURGERY CENTER	PART V, SECTION B, LINE 11: THE FACILITY WORKED TOGETHER WITH MJH TO ADDRESS THE SIGNIFICANT NEEDS IDENTIFIED IN ITS CHNA AND WENT THROUGH THE SAME PRIORITIZATION PROCESS TO IDENTIFY THE SIGNIFICANT HEALTH NEEDS FOR WHICH IMPLEMENTATION STRATEGIES SHOULD BE DEVELOPED. SEE THE RESPONSE FOR MJH FOR FURTHER INFORMATION.
MARTHA JEFFERSON HOSPITAL	PART V, SECTION B, LINE 20E: THE HOSPITAL USES OUTSIDE VENDORS THAT SCREEN ALL PATIENTS WITHOUT INSURANCE FOR ELIGIBILITY FOR GOVERNMENT PROGRAMS, AND FINANCIAL COUNSELORS WHO SCREEN THOSE THAT ARE NOT ELIGIBLE FOR GOVERNMENT PROGRAMS TO DETERMINE WHETHER THEY MEET CRITERIA FOR FINANCIAL ASSISTANCE. IN ADDITION, THE PRESUMPTIVE ELIGIBILITY PROCESS ELIMINATES FROM COLLECTION EFFORTS THOSE PATIENTS WHO ARE UNLIKELY TO HAVE THE RESOURCES TO PAY THEIR ACCOUNT BALANCES.
MARTHA JEFFERSON OUTPATIENT SURGERY CENTER	PART V, SECTION B, LINE 20E: THE HOSPITAL USES OUTSIDE VENDORS THAT SCREEN ALL PATIENTS WITHOUT INSURANCE FOR ELIGIBILITY FOR GOVERNMENT PROGRAMS, AND FINANCIAL COUNSELORS WHO SCREEN THOSE THAT ARE NOT ELIGIBLE FOR GOVERNMENT PROGRAMS TO DETERMINE WHETHER THEY MEET CRITERIA FOR FINANCIAL ASSISTANCE. IN ADDITION, THE PRESUMPTIVE ELIGIBILITY PROCESS ELIMINATES FROM COLLECTION EFFORTS THOSE PATIENTS WHO ARE UNLIKELY TO HAVE THE RESOURCES TO PAY THEIR ACCOUNT BALANCES.
MARTHA JEFFERSON OUTPATIENT SURGERY CENTER	PART V, SECTION B, LINE 21D: THE FACILITY IS AN AMBULATORY SURGERY CENTER AND DOES NOT TREAT INDIVIDUALS REQUIRING EMERGENCY MEDICAL CARE. ONLY PRE-PLANNED PROCEDURES ARE PERFORMED AT THE FACILITY.
MARTHA JEFFERSON HOSPITAL:	PART V, SECTION B, LINE 3E: THE SIGNIFICANT HEALTH NEEDS PRESENTED IN THE CHNA ARE A PRIORITIZED DESCRIPTION OF THE SIGNIFICANT HEALTH NEEDS OF THE COMMUNITY IDENTIFIED BY COMMUNITY MEMBERS VIA MULTIPLE METHODS. IN ADDITION TO A KEY STAKEHOLDER SURVEY CONDUCTED ONLINE, FOCUS GROUPS ARE CONDUCTED, WITH ADDITIONAL INTERVIEWS WITH POLICY MAKERS AND REPRESENTATIVES OF INDEPENDENT COMMUNITY ORGANIZATIONS. SENTARA ENSURES THAT RESPONDENTS TO REQUESTS FOR INPUT REPRESENT MANY TYPES OF COMMUNITY ACTORS: POLICY MAKERS, SERVICE PROVIDERS, REPRESENTATIVES OF PUBLIC HEALTH ORGANIZATIONS, REPRESENTATIVES OF UNDERSERVED POPULATIONS, SOCIAL SERVICE PROVIDERS AND GOVERNMENT FUNCTIONS SUCH AS SCHOOLS, AND THE BUSINESS AND LARGER COMMUNITIES.
MARTHA JEFFERSON OUTPATIENT SURGERY CENTER:	PART V, SECTION B, LINE 3E: THE SIGNIFICANT HEALTH NEEDS PRESENTED IN THE CHNA ARE A PRIORITIZED DESCRIPTION OF THE SIGNIFICANT HEALTH NEEDS OF THE COMMUNITY IDENTIFIED BY COMMUNITY MEMBERS VIA MULTIPLE METHODS. IN ADDITION TO A KEY STAKEHOLDER SURVEY CONDUCTED ONLINE, FOCUS GROUPS ARE CONDUCTED, WITH ADDITIONAL INTERVIEWS WITH POLICY MAKERS AND REPRESENTATIVES OF INDEPENDENT COMMUNITY ORGANIZATIONS. SENTARA ENSURES THAT RESPONDENTS TO REQUESTS FOR INPUT REPRESENT MANY TYPES OF COMMUNITY ACTORS: POLICY MAKERS, SERVICE PROVIDERS, REPRESENTATIVES OF PUBLIC HEALTH ORGANIZATIONS, REPRESENTATIVES OF UNDERSERVED POPULATIONS, SOCIAL SERVICE PROVIDERS AND GOVERNMENT FUNCTIONS SUCH AS SCHOOLS, AND THE BUSINESS AND LARGER COMMUNITIES.

Schedule H (Form 990) 2023

Page 9

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?22
Name and address		Type of Facility (describe)
1	1 - SENTARA MJ ORTHOPEDICS 595 MARTHA JEFFERSON DRIVE SUITE 180 CHARLOTTESVILLE,VA229034896	PHYSICIAN CLINIC
2	2 - SENTARA MJ ORTHOPEDIC SERVICES-N 3263 PROFFIT ROAD SUITE 202 CHARLOTTESVILLE,VA22901	PHYSICIAN CLINIC
3	3 - SENTARA MJ WOUND CARE CENTER 595 MARTHA JEFFERSON DRIVE SUITE 140 CHARLOTTESVILLE,VA22911	WOUND CENTER
4	4 - SENTARA FOREST LAKES FAMILY MEDICINE 3263 PROFFIT ROAD SUITE 201 CHARLOTTESVILLE,VA22911	PHYSICIAN CLINIC
5	5 - SENTARA BLUE RIDGE INTERNAL MEDICINE 2250 IVY ROAD SUITE 200 CHARLOTTESVILLE,VA229034896	PHYSICIAN CLINIC
6	6 - SENTARA MJ SLEEP MEDICINE CENTER 1793 RICHMOND ROAD CHARLOTTESVILLE,VA22911	DIAGNOSTIC CENTER
7	7 - SENTARA GREENE FAMILY MEDICINE 140 STONERIDGE DRIVE S SUITE 100 RUCKERSVILLE,VA229683096	PHYSICIAN CLINIC
8	8 - SENTARA MJ INTERNAL MEDICINE 590 PETER JEFFERSON PKWY STE 100 CHARLOTTESVILLE,VA22911	PHYSICIAN CLINIC
9	9 - SENTARA MJ HEALTH SVCS SPRING CREEK 29 JEFFERSON COURT GORDONSVILLE,VA22942	PHYSICIAN CLINIC
10	10 - SENTARA MARTHA JEFFERSON FAM MEDICINE 920 EAST HIGH STREET STE 201 CHARLOTTESVILLE,VA22902	PHYSICIAN CLINIC
11	11 - SENTARA AFTON FAMILY MEDICINE 10950 ROCKFISH VALLEY HWY AFTON,VA229203203	PHYSICIAN CLINIC
12	12 - MARTHA JEFFERSON HEALTH & WELLNESS 590 PETER JEFFERSON PKWY 2ND FLOOR CHARLOTTESVILLE,VA22911	CARDIAC REHAB
13	13 - SENTARA FAMILY MED 5TH ST STATION 435 MERCHANT WALK SQ BLDG 900 400 CHARLOTTESVILLE,VA22902	PHYSICIAN CLINIC
14	14 - SENTARA MARTHA JEFFERSON VASC & VEIN 595 MARTHA JEFFERSON DRIVE SUITE 270 CHARLOTTESVILLE,VA22902	PHYSICIAN CLINIC
15	15 - SENTARA CENTER FOR PLASTIC SURGERY 595 MARTHA JEFFERSON DRIVE SUITE 280 CHARLOTTESVILLE,VA229118837	PHYSICIAN CLINIC
16	16 - SENTARA PALMYRA MEDICAL ASSOCIATES 33 REBECCA DRIVE PALMYRA,VA22963	PHYSICIAN CLINIC
17	17 - FAMILY MEDICINE AT BELVEDERE 540 BELVEDERE BLVD SUITE 100 CHARLOTTESVILLE,VA229013215	PHYSICIAN CLINIC
18	18 - SENTARA CROZET FAMILY MEDICINE 1646 PARK RIDGE DRIVE CROZET,VA229323155	PHYSICIAN CLINIC
19	19 - SENTARA WAYNESBORO INTERNAL MEDICINE 760 TOWN CENTER DRIVE STE 760A WAYNESBORO,VA22980	PHYSICIAN CLINIC
20	20 - SENTARA BREAST SURGERY SPECIALISTS 595 MARTHA JEFFERSON DRIVE SUITE 320 CHARLOTTESVILLE,VA22902	PHYSICIAN CLINIC
21	21 - SENTARA OB & GYN SPECIALISTS 595 MARTHA JEFFERSON DRIVE SUITE 320 CHARLOTTESVILLE,VA22911	PHYSICIAN CLINIC
22	22 - SENTARA STARR HILL HEALTH CENTER 233 FOURTH STREET NW CHARLOTTESVILLE,VA22911	PHYSICIAN CLINIC

Schedule H (Form 990) 2023

Page 10

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 3C:	IN ADDITION TO FPG, THE ORGANIZATION ALSO USED INSURANCE STATUS AND AN ASSET TEST AS FACTORS IN DETERMINING ELIGIBILITY FOR FREE OR DISCOUNTED CARE: - UNINSURED PATIENTS WITH A HOUSEHOLD INCOME AT OR BELOW 300% OF FPG AND WITH LESS THAN $50,000 IN AVAILABLE ASSETS WERE ELIGIBLE FOR FREE CARE.- INSURED PATIENTS WITH A HOUSEHOLD INCOME AT OR BELOW 200% OF FPG AND WITH LESS THAN $50,000 IN AVAILABLE ASSETS WERE ELIGIBLE FOR FREE CARE.- UNINSURED PATIENTS WITH A HOUSEHOLD INCOME ABOVE 300%, BUT AT OR BELOW 400%, OF THE FPG AND WITH LESS THAN $50,000 IN AVAILABLE ASSETS WERE ELIGIBLE FOR DISCOUNTED CARE AT 75% OFF OF GROSS CHARGES."AVAILABLE ASSETS" INCLUDE THE PATIENT HOUSEHOLD'S TOTAL AMOUNT OF ASSETS AVAILABLE, INCLUDING ANY LIQUID AND/OR FIXED ASSETS, FOR USE IN PAYING FOR MEDICAL CARE INCLUDING, BUT NOT LIMITED TO: CASH AND CASH EQUIVALENTS, BANK ACCOUNTS, CERTIFICATES OF DEPOSIT, INVESTMENTS, TRUST ACCOUNTS, AUTOMOBILES, RECREATIONAL VEHICLES AND OTHER FORMS OF LEISURE TRANSPORT, AND REAL ESTATE EQUITY IN REAL PROPERTY OTHER THAN THE PRINCIPAL PLACE OF RESIDENCE. SPECIFICALLY EXCLUDED FROM AVAILABLE ASSETS IS THE EQUITY IN AN APPLICANT'S PRINCIPAL PLACE OF RESIDENCE, PRIMARY SOURCE OF TRANSPORTATION, IRS RECOGNIZED RETIREMENT SAVINGS ACCOUNTS, BUSINESS ASSETS, AND 3.99 ACRES OF LAND.
PART I, LINE 6A:	THE ORGANIZATION'S COMMUNITY BENEFITS REPORT WAS CONTAINED IN A SYSTEM-WIDE REPORT PREPARED BY SENTARA HEALTH, EIN 52-1271901, THE 501(C)(3) TAX EXEMPT PARENT OF THE SENTARA HEALTH SYSTEM.
PART I, LINE 7:	EXCEPT FOR SUBSIDIZED HEALTH SERVICES, A COST-TO-CHARGE RATIO, CALCULATED USING WORKSHEET 2, WAS USED TO CALCULATE COSTS REPORTED IN THE TABLE. SUBSIDIZED HEALTH SERVICES WERE REPORTED USING A COST-TO-CHARGE RATIO SPECIFIC TO EACH COST CENTER PROVIDING SUCH SERVICES.
PART I, LINE 7G:	$10,873,119 OF THE AMOUNT REPORTED IN COLUMN (E) IS ATTRIBUTABLE TO PHYSICIAN CLINICS.
PART II, COMMUNITY BUILDING ACTIVITIES:	THE ORGANIZATION IS PART OF THE SENTARA HEALTH SYSTEM AND FUNDS THE SYSTEM'S COMMUNITY ENGAGEMENT DEPARTMENT AND ITS PROGRAM, SENTARA CARES. SENTARA CARES GOES ABOVE AND BEYOND THE DELIVERY OF MEDICAL CARE AND COMPREHENSIVE HEALTH SERVICES TO ADDRESS THE SOCIAL DETERMINANTS OF HEALTH-THE CONDITIONS IN WHICH PEOPLE LIVE, WORK, AND LEARN-WHICH ARE PROVEN TO HAVE A SIGNIFICANT AND LASTING IMPACT ON HEALTH OUTCOMES. THROUGH THE PROGRAM, SENTARA COLLABORATES WITH COMMUNITY ORGANIZATIONS TO ELIMINATE HEALTH DISPARITIES AND PROMOTE EQUITABLE ACCESS TO NUTRITIOUS FOOD, EDUCATION, SAFE AND AFFORDABLE HOUSING, AND STABLE, REWARDING JOB OPPORTUNITIES. DURING THE CURRENT YEAR, THE PROGRAM INCLUDED PARTNERSHIPS WITH LOCAL YMCAS, SCHOOLS, FOOD BANKS, AND HOMELESS SHELTERS; HABITAT FOR HUMANITY; AND VETERAN AND SENIOR SERVICES ORGANIZATIONS.THE HOSPITAL ALLOWS AND ENCOURAGES EMPLOYEES TO WORK WITH COMMUNITY PARTNERS GRANTED FUNDS THROUGH SENTARA CARES ON COMMUNITY BUILDING ACTIVITIES WHICH INCLUDE THE FOLLOWING PARTNERS FOR THE SMJH SERVICE AREA:-COMMUNITY HEALTH IMPROVEMENT SERVICES - THE HOSPITAL PARTNERED WITH ORGANIZATIONS TO IMPROVE COMMUNITY HEALTH INCLUDING LITERACY VOLUNTEERS OF CHARLOTTESVILLE/ALBEMARLE, HEART AND SOUL FITNESS WITH NICOLE, PRETTY PURPOSED, EDUCATION TRANSFORMATION CENTRE, WARTIME FITNESS WARRIORS, GIVING WORDS, INC., ALBEMARLE FOUNDATION FOR EDUCATION, LOAVES & FISHES FOOD PANTRY, RECLAIMED HOPE INITIATIVE, COMMON GROUND HEALING ARTS, NEW BEGINNINGS CHRISTIAN COMMUNITY, THE UHURU FOUNDATION, CHARLOTTESVILLE COMMUNITY BIKES, MEALS ON WHEELS OF CHARLOTTESVILLE/ALBEMARLE, MARKET CENTRAL, READYKIDS, ALL BLESSINGS FLOW INC., CHARLOTTESVILLE FREE CLINIC, BOYS & GIRLS CLUBS OF CENTRAL VIRGINIA, LOCAL FOOD HUB, PIEDMONT HOUSING ALLIANCE, AND RIVER STREET EDUCATION INC.-COMMUNITY HEALTH IMPROVEMENT ADVOCACY - THE ORGANIZATION PARTNERED WITH MULTIPLE COMMUNITY ORGANIZATIONS INCLUDING AFRICAN-AMERICAN PASTORS COUNCIL OF CHARLOTTESVILLE AND VICINITY, CULTIVATE CHARLOTTESVILLE, BETHEL YOUTH ALIVE AND MULTI-PURPOSE CENTER, CHILD HEALTH PARTNERSHIP, ORANGE COUNTY FREE CLINIC, GREATER RICHMOND FIT4KIDS, INC., AND JEFFERSON AREA BOARD FOR AGING, INC.-COMMUNITY SUPPORT - VIZION SPORTS ASSOCIATION INC., PIEDMONT FAMILY YMCA, CHARLOTTESVILLE BALLET, CHARLOTTESVILLE REDEVELOPMENT & HOUSING AUTHORITY, THE WOMEN'S INITIATIVE, THE HAVEN AT FIRST & MARKET, UNITED WAY OF GREATER CHARLOTTESVILLE, AND HABITAT FOR HUMANITY OF GREATER CHARLOTTESVILLE.-OTHER - THE ORGANIZATION'S EMPLOYEES DONATE HUNDREDS OF HOURS AND SHARE THEIR TALENTS AND EXPERTISE AS MEMBERS OF VARIOUS CIVIC AND RELIGIOUS ORGANIZATIONS IN THEIR COMMUNITIES, AS WELL AS SERVING ON RESCUE SQUADS AND FIRE DEPARTMENTS. THE HOSPITAL ALLOWS AND ENCOURAGES EMPLOYEES TO PROVIDE SERVICE TO THE COMMUNITY DURING WORKING HOURS ALSO. EMPLOYEES SERVE IN VARIOUS CAPACITIES INCLUDING ON BOARDS AND ADVISORY COMMITTEES OF A NUMBER OF COMMUNITY GROUPS AND STATE ORGANIZATIONS ADVANCING COMMUNITY HEALTH AND WELLNESS AND WORKFORCE DEVELOPMENT INCLUDING THE FOLLOWING: ALL BLESSINGS FLOW INC., BRAVE SOULS ON FIRE (VIRGINIA ORGANIZING), CENTRAL VIRGINIA LEGAL AID SOCIETY, CHARLOTTESVILLE FREE CLINIC, CHARLOTTESVILLE REDEVELOPMENT & HOUSING AUTHORITY, CITY OF PROMISE, COMMON GROUND HEALING ARTS, COMMUNITY CLIMATE COLLABORATIVE, COMMUNITY INVESTMENT COLLABORATIVE, COUNTY OF GREENE, GREENE CARE CLINIC, HABITAT FOR HUMANITY OF GREATER CHARLOTTESVILLE, LOCAL FOOD HUB, MEALS ON WHEELS OF CHARLOTTESVILLE/ALBEMARLE, ON OUR OWN CHARLOTTESVILLE, ORANGE COUNTY FREE CLINIC, PIEDMONT HOUSING ALLIANCE, PIEDMONT VIRGINIA COMMUNITY COLLEGE EDUCATIONAL FOUNDATION, READYKIDS, RESTORATION AND HOPE HOUSE, THE BRIGHT STARS PROGRAM, THE WOMEN'S INITIATIVE, THOMAS JEFFERSON EMS COUNCIL, TOUR OF FAITH MOBILE (VIRGINIA ORGANIZING), AND VIRGINIA INSTITUTE OF AUTISM. IN ADDITION TO THE SYSTEM-WIDE SENTARA CARES PROGRAM, THE ORGANIZATION'S OWN PROGRAMS ARE FOCUSED ON THE BLUE RIDGE HEALTH DISTRICT, INCLUDING THE CITY OF CHARLOTTESVILLE, AND THE SURROUNDING COUNTIES OF ALBEMARLE, FLUVANNA, GREENE, LOUISA AND NELSON. RECOGNIZING THAT HEALTH AND WELLNESS ARE ACHIEVED NOT SOLELY BY THE ABSENCE OF DISEASE OR INFIRMITY, THE ORGANIZATION ESTABLISHES ITS COMMUNITY HEALTH GOALS WITH CONSIDERATION TO ADDRESSING SOCIAL DETERMINANTS OF HEALTH TO HELP ITS COMMUNITY BETTER REALIZE A BALANCE OF PHYSICAL, MENTAL, AND SOCIAL WELL-BEING. PRIORITIES INCLUDE FOUR STRATEGIC AREAS INCLUDING HEALTHY EATING AND ACTIVE LIVING; MENTAL HEALTH INCLUDING SUBSTANCE USE CONCERNS; HEALTH EQUITY AND ACCESS TO CARE; AND HEALTHY AND CONNECTED COMMUNITIES FOR ALL AGES. THE ORGANIZATION WORKS COLLABORATIVELY WITH COMMUNITY HEALTH PARTNERS, INCLUDING THE BLUE RIDGE HEALTH DEPARTMENT AND UVA HEALTH, TO DEVELOP AND DELIVER PROGRAMS WITH A SPECIFIC FOCUS ON POPULATIONS MOST IMPACTED BY LACK OF ACCESS, INCLUDING PEOPLE OF COLOR, ELDERS, LOW-WEALTH INDIVIDUALS, AND CHILDREN. PROGRAMS INCLUDE A COLLABORATION WITH THE LOCAL FOOD HUB TO ADDRESS FOOD INSECURITY AND ENSURE THAT PEOPLE HAVE ACCESS TO HEALTHY FOODS; PROVIDING FREE COUNSELING OFFICE AND MEETING SPACE TO THE WOMEN'S INITIATIVE WHICH PROVIDES MENTAL HEALTH SERVICES TO WOMEN IN OUR COMMUNITY AT NO COST; FREE CHRONIC DISEASE MANAGEMENT CLASSES AND CLINIC VISITS AT THE SENTARA STARR HILL HEALTH CLINIC; AND PARTNERSHIPS WITH PIEDMONT VIRGINIA COMMUNITY COLLEGE AND REGIONAL PUBLIC SCHOOLS TO ADVANCE WORKFORCE DEVELOPMENT OPPORTUNITIES FOR YOUNG PEOPLE IN OUR COMMUNITY.
PART III, LINE 2:	FOR SCHEDULE H PART III LINE 2 PURPOSES, THE ORGANIZATION REPORTS WHAT WOULD'VE BEEN CONSIDERED BAD DEBT EXPENSE PRIOR TO ITS 2018 ADOPTION OF ASC TOPIC 606. ASC TOPIC 606 NOW CLASSIFIES THIS COMPONENT OF UNCOMPENSATED CARE AS IMPLICIT PRICE CONCESSIONS, WHICH ARE A REDUCTION TO NET OPERATING REVENUE.IMPLICIT PRICE CONCESSIONS REPRESENT THE DIFFERENCE BETWEEN AMOUNTS BILLED TO PATIENTS AND THE AMOUNTS THE ORGANIZATION EXPECTS TO COLLECT BASED ON ITS COLLECTIONS HISTORY WITH THOSE PATIENTS AND CURRENT MARKET CONDITIONS. IT UTILIZES A PORTFOLIO APPROACH AS A PRACTICAL EXPEDIENT TO ACCOUNT FOR PATIENT CONTRACTS WITH SIMILAR CHARACTERISTICS AS A COLLECTIVE GROUP RATHER THAN INDIVIDUALLY.SEE FOOTNOTE 4 ON PAGES 16-20 OF THE ATTACHED FINANCIAL STATEMENTS FOR ADDITIONAL INFORMATION.
PART III, LINE 4:	SEE FOOTNOTE 4 ON PAGES 16-20 OF THE ATTACHED FINANCIAL STATEMENTS FOR THE FOOTNOTE WHICH DISCUSSES IMPLICIT PRICE CONCESSIONS (FORMERLY BAD DEBT.)
PART III, LINE 8:	WORKSHEET A IN THE INSTRUCTIONS WAS USED TO COMPUTE THE AMOUNT REPORTED ON LINE 6.
PART III, LINE 9B:	UNDER THE ORGANIZATION'S WRITTEN DEBT COLLECTION POLICY, A HOSPITAL FACILITY MUST TAKE REASONABLE EFFORTS TO DETERMINE A PATIENT'S ELIGIBILITY FOR FINANCIAL ASSISTANCE PRIOR TO ENGAGING IN COLLECTION EFFORTS AGAINST A PATIENT. SUCH EFFORTS INCLUDE NOTIFYING PATIENTS OF THE FINANCIAL ASSISTANCE POLICY UPON ADMISSION AND PRIOR TO DISCHARGE; PROVIDING ASSISTANCE IN THE APPLICATION PROCESS; ADVERTISING THE AVAILABILITY OF FINANCIAL ASSISTANCE ON PATIENT STATEMENTS AND IN THE SENTARA BILL PAY (SBP) ONLINE PORTAL ACCESSED BY PATIENTS THROUGH THE SENTARA WEBSITE, SENTARA MYCHART, OR THE SENTARA APP; FOLLOWING UP WITH PATIENTS WHO HAVE SUBMITTED INCOMPLETE APPLICATIONS TO TRY AND OBTAIN THE MISSING INFORMATION; AND INFORMING APPLICANTS REGARDING THEIR ELIGIBILITY DETERMINATION. IF THE PATIENT QUALIFIES FOR DISCOUNTED CARE THE APPROPRIATE DISCOUNT AMOUNT IS APPLIED TO THE PATIENT'S HOSPITAL ACCOUNTS AND THEY ARE ADVISED OF THE DISCOUNT. PRIOR TO TURNING THE ACCOUNTS OF UNRESPONSIVE PATIENTS OVER TO COLLECTIONS, THE HOSPITAL FACILITY ALSO ATTEMPTS TO QUALIFY AND WRITE OFF BALANCES UNDER THE FINANCIAL ASSISTANCE POLICY BASED ON CREDIT REPORTING DATA THAT ASSISTS IN DETERMINING INCOME AND CREDIT WORTHINESS. WHEN THE CREDIT DATA SUGGESTS THAT AN INSURED PATIENT'S INCOME IS AT OR BELOW THE 200% FEDERAL POVERTY GUIDELINES, OR AN UNINSURED PATIENT'S INCOME IS AT OR BELOW 300% FEDERAL POVERTY GUIDELINES, THE ACCOUNT BALANCE IS WRITTEN-OFF TO PRESUMPTIVE CHARITY; AND ALL COLLECTIONS EFFORTS CEASE. IF THE CREDIT REPORTING DATA IS UNCLEAR ON AN UNRESPONSIVE PATIENT'S ELIGIBILITY FOR FINANCIAL ASSISTANCE, THE PATIENT'S ACCOUNT MAY BE MOVED TO BAD DEBT AND FURTHER COLLECTIONS ACTIONS TAKEN. IF AT ANY TIME DURING THE BAD DEBT COLLECTIONS PROCESS THE HOSPITAL FACILITY RECEIVES INFORMATION THAT THE PATIENT IS ELIGIBLE UNDER THE FINANCIAL ASSISTANCE POLICY, THE COLLECTION EFFORTS CEASE; AND THE ACCOUNT IS DEEMED UNCOLLECTIBLE IN THE HOSPITAL'S COLLECTION SYSTEM AND ALL ATTEMPTS TO COLLECT ON THAT BALANCE STOP.
PART VI, LINE 2:	THE ORGANIZATION ASSESSES THE HEALTH CARE NEEDS OF ITS COMMUNITIES THROUGH THESE MEANS:- ANALYSIS OF AREA SOCIODEMOGRAPHIC, HEALTH STATUS, AND OTHER DATA: THE ANALYSIS FOCUSES ON IDENTIFICATION OF HEALTH CARE NEEDS FOR PLANNING AND DEVELOPMENT OF HEALTH SERVICES AND PROGRAMS. THIS ANALYSIS IS UTILIZED IN THE DEVELOPMENT OF ORGANIZATIONAL PLANS.- OBTAINING INPUT FROM KEY STAKEHOLDERS AND THE PUBLIC HEALTH COMMUNITY: IN ADDITION TO THE ANALYSIS OF SOCIODEMOGRAPHIC, HEALTH STATUS, AND OTHER DATA, ADDITIONAL INFORMATION IS OBTAINED AND ANALYZED. THIS INCLUDES INPUT FROM KEY STAKEHOLDERS INCLUDING THE LOCAL PUBLIC HEALTH COMMUNITY.- REVIEW OF HEALTH CARE NEEDS ASSESSMENTS AND DATA DEVELOPED BY COMMUNITY PARTNERS (SUCH AS STATE HEALTH DEPARTMENTS AND LOCAL HEALTH DISTRICTS), REGIONAL AGENCIES (SUCH AS THE PLANNING COUNCIL OR PLANNING DISTRICT COMMISSION), NATIONAL ORGANIZATIONS WHICH REPORT ON A LOCAL BASIS (SUCH AS COUNTY HEALTH RANKINGS), AND INFORMATION REPORTED IN LOCAL MEDIA: THIS INFORMATION IS STUDIED, INCORPORATED INTO THE ORGANIZATION'S PLANS, AND SHARED WITH ORGANIZATIONAL DECISION MAKERS.- PARTICIPATION IN COLLABORATIVE HEALTH PLANNING AND NEEDS ASSESSMENT ACTIVITIES SUCH AS THOSE SPONSORED BY LOCAL HEALTH DISTRICTS (MAPP - MOBILIZING FOR ACTION THROUGH PLANNING AND PARTNERSHIPS) AND OTHER ORGANIZATIONS SUCH AS UNITED WAY. INFORMATION GATHERED THROUGH THESE ACTIVITIES IS INCORPORATED INTO THE ORGANIZATION'S PLANNING.- INFORMATION AND INPUT FROM PATIENTS AND CARE PROVIDERS: PATIENT CHARACTERISTICS AND TRENDS ARE REVIEWED TO ASSIST IN IDENTIFYING NEW COMMUNITY NEEDS. INPUT FROM PATIENTS AND CARE PROVIDERS IS SOUGHT AND CYCLED INTO THE ASSESSMENT PHASE OF PROJECTS.
PART VI, LINE 3:	FINANCIAL ASSISTANCE BROCHURES AND OTHER INFORMATION ARE POSTED AT EACH POINT OF SERVICE. A LOCAL PHONE NUMBER IS GIVEN TO PATIENTS TO REACH CUSTOMER SERVICE REPRESENTATIVES DURING THE BUSINESS DAY FOR QUESTIONS OR CONCERNS. FINANCIAL ASSISTANCE PROGRAMS ARE ALSO PUBLISHED ON THE ORGANIZATION'S WEBSITE AND INCLUDED ON STATEMENTS AND OTHER NOTICES PROVIDED TO PATIENTS. THE ORGANIZATION EMPLOYS FINANCIAL COUNSELORS WHO ARE AVAILABLE TO HELP PATIENTS COMPLETE APPLICATIONS FOR MEDICAID OR OTHER GOVERNMENT PAYMENT ASSISTANCE PROGRAMS, OR APPLY FOR CARE UNDER THE ORGANIZATION'S FINANCIAL ASSISTANCE POLICY, IF APPLICABLE. THE ORGANIZATION ALSO CONTRACTS WITH EXTERNAL MEDICAID ELIGIBILITY VENDORS (MEV'S) TO ASSIST IN THE ELIGIBILITY PROCESS AT NO COST TO PATIENTS.
PART VI, LINE 4:	SENTARA MARTHA JEFFERSON HOSPITAL SERVES RESIDENTS OF THE CITY OF CHARLOTTESVILLE, AND THE COUNTIES OF ALBEMARLE, FLUVANNA, GREENE, LOUISA, AND NELSON.BASED ON THE US CENSUS JULY 2022 POPULATION ESTIMATES, THE 2023 POPULATION OF THE SERVICE AREA IS 263,941 AND IS EXPECTED TO GROW OVER THE NEXT TEN YEARS, GROWING BY 8.6% WHILE THE OVERALL US POPULATION IS EXPECTED TO GROW BY 5.7%. THE AGE DISTRIBUTION OF THE POPULATION IS COMPARABLE TO THE OVERALL US DISTRIBUTION, WITH A HIGHER PERCENT OF THE POPULATION 65+ (19.9% VS. 17.3%) AND A LOWER PERCENT OF THE POPULATION YOUNGER THAN 19 YEARS (18.8 VS. 21.7%). A HIGHER NUMBER OF RESIDENTS OF THE SERVICE AREA HAVE COMPLETED AT LEAST A HIGH SCHOOL DIPLOMA, 91.9% VS. 89.1% FOR THE US OVERALL, WITH 47.9% HAVE ACHIEVED AT LEAST A BACHELOR'S DEGREE, VS. 34.3% FOR THE US AS A WHOLE. THE MEDIAN INCOME OF THE RESIDENTS OF THE SERVICE AREA IS $79,601 VS. $75,149 FOR THE US, WITH THE SAME PERCENTAGE OF HOUSEHOLDS, 11.5% VS. 11.5%, LIVING IN POVERTY. RACIALLY, THE SERVICE AREA IS HOME TO 79.5% WHITES (VS. 75.5% FOR THE US), 12.2% BLACK/AFRICAN AMERICANS (VS. 13.6% US), 6.0% ASIANS (VS. 6.3% US), WITH 5.6% REPORTING TWO OR MORE RACES VS. 3.0% NATIONALLY. ETHNICALLY, THE SERVICE AREA IS HOME TO 5.6% HISPANICS VS. 19.1% NATIONALLY, AND 75.1% NON-HISPANICS, VS. 58.9% NATIONALLY.
PART VI, LINE 5:	THE ORGANIZATION'S BOARD MEMBERSHIP IS DETERMINED ANNUALLY THROUGH APPOINTMENT OR RATIFICATION BY ITS SOLE MEMBER, SENTARA HOSPITALS, A 501(C)(3) SUBSIDIARY OF SENTARA HEALTH, A 501(C)(3) VIRGINIA NONSTOCK CORPORATION. SENTARA HEALTH'S COMMUNITY-BASED BOARD IS COMPRISED OF A MAJORITY OF MEMBERS WHO ARE NEITHER EMPLOYEES NOR CONTRACTORS OF SENTARA HEALTH, NOR FAMILY MEMBERS THEREOF.GENERALLY, MEDICAL STAFF MEMBERSHIP IS OPEN TO ALL CARE PROVIDERS WHO MAY QUALIFY. THE ORGANIZATION'S SURPLUS FUNDS ARE USED FOR IMPROVEMENTS IN PATIENT CARE, PROVISION OF SERVICES TO THE UNINSURED AND UNDERINSURED, MEDICAL EDUCATION, AND COMMUNITY PROGRAMS.
PART VI, LINE 6:	THE ORGANIZATION IS AFFILIATED WITH THE SENTARA HEALTH SYSTEM ("SENTARA.") SENTARA IS ONE OF THE LARGEST HEALTH SYSTEMS IN THE U.S. MID-ATLANTIC AND SOUTHEAST, AND AMONG THE TOP 20 LARGEST NOT-FOR-PROFIT INTEGRATED HEALTH SYSTEMS IN THE COUNTRY. SENTARA HAS MORE THAN 32,000 EMPLOYEES (INCLUDING 1,300 PHYSICIANS AND ADVANCED PRACTICE PROVIDERS), 12 HOSPITALS IN VIRGINIA AND NORTHEASTERN NORTH CAROLINA, AND THE SENTARA HEALTH PLANS DIVISION, WHICH SERVES 1.2M MEMBERS IN VIRGINIA AND FLORIDA. SENTARA IS RECOGNIZED NATIONALLY FOR CLINICAL QUALITY AND SAFETY AND IS STRATEGICALLY FOCUSED ON INNOVATION AND CREATING AN EXTRAORDINARY HEALTH CARE EXPERIENCE FOR OUR PATIENTS AND MEMBERS. SENTARA HAS A LEVEL I TRAUMA CENTER, TWO LEVEL III TRAUMA CENTERS, THE SENTARA HEART HOSPITAL, THE SENTARA HEALTH RESEARCH CENTER, THE SENTARA BROCK CANCER CENTER, THE ACCREDITED SENTARA CANCER NETWORK, THE SENTARA COLLEGE OF HEALTH SCIENCES, AND TWO ORTHOPEDIC HOSPITALS. SENTARA ALSO INCLUDES A MEDICAL GROUP, NIGHTINGALE REGIONAL AIR AMBULANCE, HOME CARE, AMBULATORY OUTPATIENT CAMPUSES, ADVANCED IMAGING AND DIAGNOSTIC CENTERS, AND A CLINICALLY INTEGRATED NETWORK.

Schedule H (Form 990) 2023

Additional Data

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Schedule I
(Form 990)

Department of the Treasury
Internal Revenue Service

Grants and Other Assistance to Organizations,
Governments and Individuals in the United States

Complete if the organization answered "Yes," on Form 990, Part IV, line 21 or 22.
lBullet

Attach to Form 990.
lBullet

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2023

Open to Public
Inspection

Name of the organization
MARTHA JEFFERSON HOSPITAL

Employer identification number
54-0261840

Part I

General Information on Grants and Assistance

Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................

Yes No

Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.

Part II

Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient

that received more than $5,000. Part II can be duplicated if additional space is needed.

(a) Name and address of organization or government	(b) EIN	(c) IRC section (if applicable)	(d) Amount of cash grant	(h) Purpose of grant or assistance
(1) SENTARA HEALTH 1300 SENTARA PARK VIRGINIA BEACH,VA23464	54-1547408	501(C)(3)	6,152,239	CORPORATE OVERHEAD ALLOCATIONS
(2) LOCAL FOOD HUB PO BOX 4647 CHARLOTTESVILLE,VA22903	26-4137130	501(C)(3)	16,274	COMMUNITY HEALTH
(3) ALBEMARLE COUNTY MEDICAL SOCIETY 3050 BERKMAR DRIVE A CHARLOTTESVILLE,VA22901	54-0895387	501(C)(6)	7,200	COMMUNITY HEALTH

Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image

Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50055P

Schedule I (Form 990) 2023

Page 2

Part III

Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.

(a) Type of grant or assistance	(b) Number of recipients	(c) Amount of cash grant	(d) Amount of noncash assistance	(e) Method of valuation (book, FMV, appraisal, other)	(f) Description of noncash assistance

(1)
(2)
(3)
(4)
(5)
(6)
(7)

Part IV

Supplemental Information. Provide the information required in Part I, line 2; Part III, column (b); and any other additional information.

Return Reference

Explanation

PART I, LINE 2:

AS PART OF THE SENTARA HEALTH SYSTEM ("THE SYSTEM"), THE ORGANIZATION DONATES FUNDS TO SENTARA HEALTH, THE SECTION 501(C)(3) PARENT ORGANIZATION OF THE SYSTEM, IN FURTHERANCE OF THE SYSTEM'S MISSION TO IMPROVE HEALTH EVERYDAY THROUGH THE PROVISION OF HEALTH SERVICES, AND THE PROMOTION OF HEALTH, MEDICAL EDUCATION, AND THE SOCIAL, CULTURAL, EDUCATIONAL, AND ECONOMIC DEVELOPMENT OF THE COMMUNITY. EXPENDITURE OF SUCH FUNDS IS OVERSEEN BY AN INDEPENDENT COMMUNITY BOARD WHICH MANAGES THE BUSINESS AND AFFAIRS OF THE SYSTEM. MARTHA JEFFERSON HOSPITAL ALSO DONATES FUNDS IN FURTHERANCE OF THE HOSPITAL'S MISSION TO IMPROVE THE HEALTH STATUS OF THE COMMUNITY BY MAINTAINING, ENHANCING AND RESTORING PERSONAL HEALTH AND WELL BEING. ASSISTANCE IS GIVEN BASED ON DIRECTION FROM THE BOARD OF DIRECTORS AND COMMUNITY NEED.

Schedule I (Form 990) 2023

Additional Data

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Schedule J
(Form 990)

Department of the Treasury
Internal Revenue Service

Compensation Information

For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
medium right arrow graphic

Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
medium right arrow graphic

Attach to Form 990.
medium right arrow graphic

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2023

Open to Public Inspection

Name of the organization

MARTHA JEFFERSON HOSPITAL

Employer identification number

54-0261840

Part I

Questions Regarding Compensation

Yes

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.

First-class or charter travel Housing allowance or residence for personal use

Travel for companions Payments for business use of personal residence

Tax idemnification and gross-up payments Health or social club dues or initiation fees

Discretionary spending account Personal services (e.g., maid, chauffeur, chef)

If any of the boxes on 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 .....

Yes

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 on Line 1a? ....

Yes

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.

Compensation committee Written employment contract

Independent compensation consultant Compensation survey or study

Form 990 of other organizations Approval by the board or compensation committee

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:

Receive a severance payment or change-of-control payment? .............

Yes

Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........

Yes

Participate in, or receive payment from, an equity-based compensation arrangement? .........

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.

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:

The organization? ....................

Any related organization? .......................

If "Yes," on line 5a or 5b, describe in Part III.

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:

The organization? ..................

Any related organization? ......................

If "Yes," on line 6a or 6b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............

Yes

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 ..........................

If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50053T

Schedule J (Form 990) 2023

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, 1099-MISC compensation, and/or 1099-NEC			(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
(A) Name and Title		(i) Base compensation	(ii) Bonus & incentive compensation	(iii) Other reportable compensation	(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)
1ROBERT A BROERMANN TREASURER	(i) (ii)	0 ------------- 1,250,127	0 ------------- 1,116,632	0 ------------- 306,931	0 ------------- 106,554	0 ------------- 29,353	0 ------------- 2,809,597	0 ------------- 0
2MICHAEL V GENTRY DIRECTOR (THROUGH 5/23)	(i) (ii)	0 ------------- 676,459	0 ------------- 1,177,775	0 ------------- 288,632	0 ------------- 60,636	0 ------------- 17,419	0 ------------- 2,220,921	0 ------------- 38,500
3EARL J BARNES II SECRETARY	(i) (ii)	0 ------------- 739,648	0 ------------- 225,826	0 ------------- 129,132	0 ------------- 113,312	0 ------------- 30,456	0 ------------- 1,238,374	0 ------------- 0
4PAUL A GADEN DIRECTOR	(i) (ii)	0 ------------- 589,442	0 ------------- 398,386	0 ------------- 70,034	0 ------------- 121,649	0 ------------- 33,484	0 ------------- 1,212,995	0 ------------- 0
5JACOB YOUNG PHYSICIAN	(i) (ii)	1,016,059 ------------- 0	47,018 ------------- 0	30,245 ------------- 0	61,806 ------------- 0	28,339 ------------- 0	1,183,467 ------------- 0	0 ------------- 0
6JOHN Z EDWARDS MD PHYSICIAN	(i) (ii)	769,495 ------------- 0	106,706 ------------- 0	34,577 ------------- 0	44,351 ------------- 0	34,269 ------------- 0	989,398 ------------- 0	0 ------------- 0
7STEPHEN A HOOVER PHYSICIAN	(i) (ii)	806,234 ------------- 0	76,546 ------------- 0	1,307 ------------- 0	40,521 ------------- 0	42,925 ------------- 0	967,533 ------------- 0	0 ------------- 0
8CLARK BAUMBUSCH PHYSICIAN	(i) (ii)	476,471 ------------- 404,657	0 ------------- 0	1,530 ------------- 0	17,496 ------------- 15,616	2,994 ------------- 0	498,491 ------------- 420,273	0 ------------- 0
9DAVID SLOTTJE PHYSICIAN	(i) (ii)	819,829 ------------- 0	0 ------------- 0	23,526 ------------- 0	21,482 ------------- 0	32,175 ------------- 0	897,012 ------------- 0	0 ------------- 0
10DOUGLAS J MOYER DIRECTOR	(i) (ii)	0 ------------- 509,666	0 ------------- 153,723	0 ------------- 43,202	0 ------------- 75,785	0 ------------- 33,755	0 ------------- 816,131	0 ------------- 27,271
11JOHNSA MORRIS KE (VP, CNE)	(i) (ii)	112,129 ------------- 0	73,723 ------------- 0	43,109 ------------- 120,445	234,559 ------------- 0	18,510 ------------- 63	482,030 ------------- 120,508	0 ------------- 0
12BRUCE D CLEMONS KE (VP, MEDICAL GROUP)	(i) (ii)	407,051 ------------- 0	54,966 ------------- 0	16,154 ------------- 0	47,559 ------------- 0	40,590 ------------- 0	566,320 ------------- 0	0 ------------- 0
13RITA A BUNCH PRESIDENT	(i) (ii)	365,749 ------------- 0	118,017 ------------- 0	22,009 ------------- 0	46,340 ------------- 0	12,371 ------------- 0	564,486 ------------- 0	0 ------------- 0
14AMELIA S BLACK KE (VP, COO)	(i) (ii)	38,943 ------------- 0	103,011 ------------- 0	32,566 ------------- 241,161	46,547 ------------- 0	5,184 ------------- 100	226,251 ------------- 241,261	0 ------------- 0
15MICHELE CARROLL KE (VP, OPERATIONS)	(i) (ii)	139,314 ------------- 74,066	21,459 ------------- 63,886	103,398 ------------- 2,066	17,602 ------------- 14,695	11,193 ------------- 7,715	292,966 ------------- 162,428	0 ------------- 0
16SUSAN M HUNT FORMER KE	(i) (ii)	142,026 ------------- 0	21,430 ------------- 0	8,350 ------------- 0	55,926 ------------- 0	31,448 ------------- 0	259,180 ------------- 0	0 ------------- 0
17ALLISON N CRAWFORD FORMER KE	(i) (ii)	145,829 ------------- 0	24,820 ------------- 0	17,403 ------------- 0	24,749 ------------- 0	15,916 ------------- 0	228,717 ------------- 0	0 ------------- 0
18LOUIS PATALANO IV FORMER OFFICER	(i) (ii)	0 ------------- 0	0 ------------- 0	0 ------------- 210,869	0 ------------- 0	0 ------------- 6	0 ------------- 210,875	0 ------------- 9,326
19JUDITH D TOBIN FORMER KE	(i) (ii)	88,543 ------------- 0	28,378 ------------- 0	22,074 ------------- 0	36,459 ------------- 0	7,611 ------------- 0	183,065 ------------- 0	0 ------------- 0

Schedule J (Form 990) 2023

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, LINE 1A	THE ORGANIZATION PAID FOR TAXABLE RELOCATION EXPENSES OF AN EXECUTIVE RECRUIT, INCLUDING THE ADDITIONAL TAXES ASSOCIATED WITH SUCH BENEFITS, ALL OF WHICH WERE TREATED AS ADDITIONAL COMPENSATION AND REPORTED ON FORM W-2 AS TAXABLE WAGES.
PART I, LINE 3	SENTARA HEALTH, THE 501(C)(3) TAX EXEMPT PARENT OF THE SENTARA HEALTH SYSTEM, ESTABLISHED THE COMPENSATION OF THE ORGANIZATION'S TOP MANAGEMENT OFFICIAL USING AN INDEPENDENT COMPENSATION CONSULTANT AND A COMPENSATION STUDY. SENTARA HEALTH RECOGNIZES THAT PROVIDING THE BEST POSSIBLE CARE REQUIRES US TO ATTRACT AND RETAIN THE VERY BEST EMPLOYEES. OUR ORGANIZATION IS COMMITTED TO INVESTING IN OUR PEOPLE BY OFFERING COMPETITIVE COMPENSATION OPPORTUNITIES AND A STRONG WORKPLACE ENVIRONMENT.
PART I, LINES 4A-B	LOUIS PATALANO, IV RECEIVED $210,869 IN COMPENSATION RELATED TO HIS SEPARATION FROM SERVICE. THIS AMOUNT HAS BEEN INCLUDED IN COLUMN (B)(III) OF SCHEDULE J, PART II. AMELIA S. BLACK RECEIVED $241,161 IN COMPENSATION RELATED TO HER SEPARATION FROM SERVICE. THIS AMOUNT HAS BEEN INCLUDED IN COLUMN (B)(III) OF SCHEDULE J, PART II. JOHNSA MORRIS RECEIVED $120,445 IN COMPENSATION RELATED TO HER SEPARATION FROM SERVICE. THIS AMOUNT HAS BEEN INCLUDED IN COLUMN (B)(III) OF SCHEDULE J, PART II. ROBERT BROERMANN, MICHAEL GENTRY, DOUGLAS MOYER, PAUL GADEN, EARL BARNES, II, AND RITA BUNCH PARTICIPATED IN THE SENTARA CAPITAL ACCUMULATION ACCOUNT PLAN. THE CAPITAL ACCUMULATION PLAN IS A NONQUALIFIED DEFERRED COMPENSATION PROGRAM. SUCH PLANS ARE COMMONLY OFFERED TO NOT-FOR-PROFIT HEALTH CARE EXECUTIVES TO PROVIDE ADDITIONAL RETIREMENT BENEFITS TO SUPPLEMENT LIMITATIONS IN QUALIFIED PLANS. PARTICIPATION IS LIMITED TO A SELECT GROUP OF CORPORATE EXECUTIVES AS APPROVED BY SENTARA HEALTH'S BOARD OF DIRECTOR'S COMPENSATION COMMITTEE. TERMS OF THE PLAN CHANGED EFFECTIVE JANUARY 1, 2009, WHEREBY VESTING OF CONTRIBUTIONS MADE ON OR AFTER THAT DATE NOW OCCURS ON THE EARLIER OF FIVE YEARS FOR EACH YEARS' CONTRIBUTIONS OR AGE 55 WITH 10 YEARS OF SERVICE. EFFECTIVE JANUARY 1, 2023, VESTING OF CONTRIBUTIONS EXPANDED TO INCLUDE AGE 60 WITH 5 YEARS OF SERVICE FROM THE DATE OF HIRE, OR AGE 65 WITH 2 YEARS OF SERVICE FROM THE CAA PLAN ENTRY DATE. UNDER THE OLD TERMS, VESTING OF CONTRIBUTIONS MADE PRIOR TO JANUARY 1, 2009 OCCURS ON THE EARLIEST OF ASSIGNED DISTRIBUTION DATE, DEATH, INVOLUNTARY TERMINATION WITHOUT CAUSE OR COMPLETION OF TWO-YEAR NON-COMPETE AFTER VOLUNTARY TERMINATION (REGARDLESS OF ORIGINAL ASSIGNED DISTRIBUTION DATE). FICA AND FUTA TAXATION OF PRE-2009 CONTRIBUTIONS MAY OCCUR EARLIER THAN FEDERAL INCOME TAXATION IN ACCORDANCE WITH APPLICABLE LAW. DURING 2023, THE FOLLOWING CORPORATE EXECUTIVES RECEIVED TAXABLE DISTRIBUTIONS UNDER THE PLAN: ROBERT BROERMANN ($222,448); MICHAEL GENTRY ($170,140); AND DOUGLAS MOYER ($38,321). THESE AMOUNTS HAVE BEEN REPORTED IN COLUMN (B)(III) OF SCHEDULE J, PART II.
PART I, LINE 7	DURING THE CURRENT TAX YEAR, THE ORGANIZATION MADE NON-FIXED PAYMENTS OF COMPENSATION UNDER THE FOLLOWING INCENTIVE PROGRAMS: ANNUAL INCENTIVE PROGRAM - EXECUTIVES AND SENIOR LEADERS ARE ELIGIBLE FOR ANNUAL AWARDS BASED ON SYSTEM AND INDIVIDUAL PERFORMANCE. BOTH SYSTEM AND INDIVIDUAL SCORES ARE DETERMINED AFTER YEAR-END, AT WHICH POINT AWARDS WILL BE PAID AND REPORTED AS COMPENSATION. TARGET AND MAXIMUM OPPORTUNITIES VARY BY LEVEL. MANAGER INCENTIVE PLAN - MANAGEMENT EMPLOYEES NOT COVERED UNDER ANOTHER INCENTIVE PLAN ARE ELIGIBLE FOR THE MANAGEMENT INCENTIVE PLAN. AWARDS ARE BASED ON SYSTEM YEAR-END RESULTS AND THE MANAGER'S INDIVIDUAL PERFORMANCE SCORE. SYSTEM, BUSINESS UNIT, AND INDIVIDUAL RESULTS ARE DETERMINED AFTER YEAR-END, AT WHICH POINT AWARDS MAY BE PAID AND REPORTED AS COMPENSATION. KEY CONTRIBUTOR AWARDS - REWARDS EXCEPTIONAL INDIVIDUALS OR TEAMS FOR SIGNIFICANT CONTRIBUTION AND RESULTS AS RECOGNIZED BY BUSINESS UNITS. PHYSICIAN PERFORMANCE INCENTIVE - AN INCENTIVE DESIGNED TO ENCOURAGE AND RECOGNIZE THE CONTRIBUTIONS AND STEWARDSHIP OF PHYSICIANS IN SENTARA'S INTEGRATED DELIVERY SYSTEM. AWARDS ARE BASED ON THE ACHIEVEMENT OF CLINICAL QUALITY, PATIENT SATISFACTION, FISCAL RESPONSIBILITY AND SYSTEM ALIGNMENT GOALS.
PART I LINE 4	CERTAIN SENIOR EXECUTIVES OF THE SENTARA HEALTH SYSTEM ARE COVERED BY THE SENTARA HEALTH EXECUTIVE CHANGE IN CONTROL AND SEVERANCE BENEFIT PLAN. THE PLAN PROVIDES FOR SPECIFIED SEVERANCE PAY AND BENEFITS IN THE EVENT OF INVOLUNTARY TERMINATION OF EMPLOYMENT THAT OCCURS: (1) IN THE ORDINARY COURSE OF EMPLOYMENT OR (2) WITHIN TWO YEARS FOLLOWING A QUALIFYING CHANGE IN CONTROL TO ELIGIBLE INDIVIDUALS AS DEFINED IN THE PLAN. PLAN BENEFITS VARY BASED UPON AN ELIGIBLE INDIVIDUAL'S TIER LEVEL AND WHETHER THE TERMINATION IS OR IS NOT WITHIN TWO YEARS FOLLOWING A CHANGE IN CONTROL, BUT GENERALLY RANGE BETWEEN 12-18 MONTHS. THE PLAN IS UNFUNDED AND DESIGNED AS AN ERISA TOP HAT WELFARE BENEFIT PLAN. INDIVIDUALS THAT ARE NOT ELIGIBLE TO PARTICIPATE IN THE PLAN MAY BE COVERED UNDER INDIVIDUAL ARRANGEMENTS DEPENDING ON POSITION AND QUALIFYING CIRCUMSTANCES.

Schedule J (Form 990) 2023

Additional Data

Software ID:
Software Version:

- TIN:

Schedule L
(Form 990)

Department of the Treasury
Internal Revenue Service

Transactions with Interested Persons

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.
Attach to Form 990 or Form 990-EZ.
Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2023

Open to Public Inspection

Name of the organization

MARTHA JEFFERSON HOSPITAL

Employer identification number

54-0261840

Part I

Excess Benefit Transactions (section 501(c)(3), section 501(c)(4), and section 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	(c) Description of transaction	(d) Corrected?
1(a) Name of disqualified person	(c) Description of transaction	Yes	No

Enter the amount of tax incurred by the organization managers or disqualified persons during the year under section 4958. ........................... $

Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ........ $

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?
(a) Name of interested person	(b) Relationship with organization	(c) Purpose of loan	To	From	(e) Original principal amount	(f) Balance due	Yes	No	Yes	No	Yes	No




Total ............... $

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) 2023

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?
(a) Name of interested person		(c) Amount of transaction	(d) Description of transaction	Yes	No
(1) DARYAN ABSHIRE	FAMILY MEMBER OF ALISON N. CRAWFORD, FORMER KEY EMPLOYEE	50,840	EMPLOYMENT		No
(2) MCKENZIE ABSHIRE	FAMILY MEMBER OF ALISON N. CRAWFORD, FORMER KEY EMPLOYEE	13,531	EMPLOYMENT		No
(3) AMY HUNT	FAMILY MEMBER OF SUSAN HUNT, FORMER KEY EMPLOYEE	110,013	EMPLOYMENT		No
(4) CARDIOVASCULAR ASSOCIATES OF CHARLO	PROFESSIONAL FEES	467,700	RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: 35%-CONTROLLED ENTITY OF DIRECTOR JOSHUA J. FISCHER		No
(5) SUBSTANTIAL CONTRIBUTOR	SUBSTANTIAL CONTRIBUTOR	584,153	EMPLOYMENT		No

Part V

Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).

Return Reference	Explanation

Schedule L (Form 990) 2023

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE M
(Form 990)

Department of the Treasury

Internal Revenue Service

Noncash Contributions

Complete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image

Attach to Form 990.
Right pointing arrow large image

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2023

Open to Public Inspection

Name of the organization

MARTHA JEFFERSON HOSPITAL

Employer identification number

54-0261840

Part I

Types of Property

	(a) Check if applicable	(b) Number of contributions or items contributed	(c) Noncash contribution amounts reported on Form 990, Part VIII, line 1g	(d) Method of determining noncash contribution amounts
1 Art—Works of art ....
2 Art—Historical treasures .
3 Art—Fractional interests ..
4 Books and publications ..
5 Clothing and household goods .......	X		3,234	FMV
6 Cars and other vehicles ..
7 Boats and planes ....
8 Intellectual property ...
9 Securities—Publicly traded .	X	4	73,015	COST OR SELLING PRICE
10 Securities—Closely held stock .
11 Securities—Partnership, LLC, or trust interests ....
12 Securities—Miscellaneous ..
13 Qualified conservation contribution—Historic structures .....
14 Qualified conservation contribution—Other ...
15 Real estate—Residential .
16 Real estate—Commercial ..
17 Real estate—Other ...
18 Collectibles .....
19 Food inventory ...
20 Drugs and medical supplies .	X	1,000	16,632	FMV
21 Taxidermy ......
22 Historical artifacts ....
23 Scientific specimens ..
24 Archeological artifacts ...
25 Other ( GIFT-IN-KIND )	X	32	800	FMV
26 Other ( )
27 Other ( )
28 Other ( )

Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement

Yes

30a

During the year, did the organization receive by contribution any property reported in Part I, lines 1 through 28, that it must hold for at least three years from the date of the initial contribution, and which isn't required to be used for exempt purposes for the entire holding period? ...................

30a

If "Yes," describe the arrangement in Part II.

Does the organization have a gift acceptance policy that requires the review of any nonstandard contributions?

Yes

32a

Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash

contributions? ..........................

32a

Yes

If "Yes," describe in Part II.

If the organization didn't report an amount in column (c) for a type of property for which column (a) is checked,

describe in Part II.

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 51227J

Schedule M (Form 990) (2023)

Page 2

Part IISupplemental Information. Provide the information required by Part I, lines 30b, 32b, and 33, and whether the organization is reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.

Return Reference	Explanation
PART I, COLUMN (B):	THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS.
PART I, LINE 32B:	MARTHA JEFFERSON HOSPITAL USES EXTERNAL PARTIES TO COORDINATE AN ARMS-LENGTH SALE OF NON-CASH CONTRIBUTIONS. FOR EXAMPLE, A LICENSED STOCK BROKER WAS USED THIS YEAR TO SELL GIFTS OF STOCK.

Schedule M (Form 990) (2023)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE O
(Form 990)

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.
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2023

Open to Public
Inspection

Name of the organization

MARTHA JEFFERSON HOSPITAL

Employer identification number

54-0261840

Return Reference	Explanation
FORM 990, PART III, LINE 4A, PROGRAM SERVICE ACCOMPLISHMENTS	SENTARA HEALTH I. SENTARA HEALTH YOUR NOT-FOR-PROFIT HEALTHCARE PARTNER SENTARA HEALTH CELEBRATES MORE THAN 135 YEARS IN PURSUIT OF ITS MISSION "WE IMPROVE HEALTH EVERY DAY." SENTARA IS ONE OF THE LARGEST HEALTH SYSTEMS IN THE U.S. MID-ATLANTIC AND SOUTHEAST, AND AMONG THE TOP 20 LARGEST NOT-FOR-PROFIT INTEGRATED HEALTH SYSTEMS IN THE COUNTRY. SENTARA HAS MORE THAN 32,000 EMPLOYEES (INCLUDING 1,300 PHYSICIANS AND ADVANCED PRACTICE PROVIDERS), 12 HOSPITALS IN VIRGINIA AND NORTHEASTERN NORTH CAROLINA, AND THE SENTARA HEALTH PLANS DIVISION, WHICH SERVES 1.2M MEMBERS IN VIRGINIA AND FLORIDA. SENTARA IS RECOGNIZED NATIONALLY FOR CLINICAL QUALITY AND SAFETY AND IS STRATEGICALLY FOCUSED ON INNOVATION AND CREATING AN EXTRAORDINARY HEALTH CARE EXPERIENCE FOR OUR PATIENTS AND MEMBERS. SENTARA HAS A LEVEL I TRAUMA CENTER, TWO LEVEL III TRAUMA CENTERS, THE SENTARA HEART HOSPITAL, THE SENTARA HEALTH RESEARCH CENTER, THE SENTARA BROCK CANCER CENTER, THE ACCREDITED SENTARA CANCER NETWORK, THE SENTARA COLLEGE OF HEALTH SCIENCES, AND TWO ORTHOPEDIC HOSPITALS. SENTARA ALSO INCLUDES A MEDICAL GROUP, NIGHTINGALE REGIONAL AIR AMBULANCE, HOME CARE, AMBULATORY OUTPATIENT CAMPUSES, ADVANCED IMAGING AND DIAGNOSTIC CENTERS, AND A CLINICALLY INTEGRATED NETWORK. IN 2023, SENTARA ANNOUNCED THE NEXT EVOLUTION OF THE BRAND, CHANGING FROM SENTARA HEALTHCARE TO SENTARA HEALTH. WE ALSO RETIRED THE OPTIMA HEALTH AND VIRGINIA PREMIER BRANDS, UNIFYING THE PLANS UNDER ONE BRAND SENTARA HEALTH PLANS. THE NEW NAME REFLECTS OUR ENHANCED FOCUS ON PROMOTING THE OVERALL HEALTH AND WELL-BEING OF OUR CONSUMERS, PATIENTS, MEMBERS, AND COMMUNITIES WHO ARE AT THE CENTER OF EVERYTHING WE DO. THIS CHANGE ALSO REPRESENTS THE DEEPENING ALIGNMENT BETWEEN OUR HEALTHCARE SERVICES AND HEALTH PLANS. EFFORTS ARE CENTERED ON MAKING THE CONSUMER EXPERIENCE SIMPLE, SEAMLESS, PERSONAL, AND MORE AFFORDABLE, AND ADDING VALUE TO THE COMMUNITIES WE SERVE. WE STRIVE TO SERVE ALL OUR COMMUNITIES THROUGH HEALTH OUTREACH PROGRAMS, EDUCATION, AND FINANCIAL SUPPORT FOR OTHER NOT-FOR-PROFIT ORGANIZATIONS WITH SIMILAR HEALTH MISSIONS. AS AN INTEGRATED DELIVERY NETWORK (IDN), SENTARA PROVIDES BOTH HEALTH CARE SERVICES (HOSPITALS, CLINICS, PROVIDERS) AND HEALTH INSURANCE PLANS, WHICH ENABLES SENTARA TO FULLY UNDERSTAND AND DELIVER ON THE NEEDS OF OUR CONSUMERS IN A UNIQUE AND INSIGHTFUL WAY. ADDITIONALLY, SERVING AS AN IDN PROVIDES US WITH THE OPPORTUNITY TO IMPACT AND LIFT OUR COMMUNITIES GIVEN THE COMPREHENSIVE NATURE OF OUR ABILITY TO DELIVER CARE AND RESOURCES WITHIN THE WALLS OF OUR CARE SITES AS WELL AS DEEP WITHIN THE COMMUNITY. II. COMMITMENT TO THE COMMUNITY SENTARA HAS PROVIDED MUCH IN THE WAY OF COMMUNITY BENEFIT AND CHARITY CARE ON AN ANNUAL BASIS. THE 2023 VALUE OF COMMUNITY BENEFIT TOTALED $294 MILLION. SENTARA PROVIDED $164 MILLION IN NET UNCOMPENSATED PATIENT CARE COSTS; $70 MILLION IN TEACHING & TRAINING OF HEALTHCARE PROFESSIONALS; $47.4 MILLION IN COMMUNITY GIVING; AND $12.7 MILLION IN HEALTH & PREVENTION PROGRAMS. SENTARA EMPLOYEES CONTRIBUTED NEARLY $2.3 MILLION THROUGH DIRECT CONTRIBUTION AND EMPLOYEE MATCHING TO UNITED WAY. A. SENTARA COMMUNITY CARE WAS CREATED TO TRANSFORM THE HEALTHCARE DELIVERY SYSTEM FOR OUR COMMUNITIES WITH THE GREATEST NEED FOR CARE. THIS INNOVATIVE MODEL OF CARE INTEGRATES PRIMARY CARE AND BEHAVIORAL HEALTH SERVICES AND FOCUSES ON ADDRESSING THE ROOT FACTORS THAT GREATLY INFLUENCE A PERSON'S HEALTH AND WELL-BEING BEYOND THE CARE THAT WE DELIVER INSIDE OF OUR MEDICAL FACILITIES. I. AS PART OF THE SENTARA COMMUNITY CARE PROGRAM, SENTARA PARTNERED WITH HARRISONBURG CITY PUBLIC SCHOOLS IN HARRISONBURG, VA TO PROVIDE PRIMARY CARE SERVICES, BEHAVIORAL HEALTH SERVICES, SCHOOL ENTRY PHYSICALS, AND VACCINATIONS TO UNINSURED AND MEDICAID STUDENTS. SENTARA ALSO IS PROVIDING ADDITIONAL HEALTH AND WELLNESS SERVICES IN HARRISONBURG AND SURROUNDING RURAL COUNTIES IN A MORE FLEXIBLE AND CONVENIENT FORMAT VIA A SENTARA MOBILE CARE VEHICLE. II. SENTARA CELEBRATED THE LAUNCH OF SENTARA MOBILE CARE, PART OF THE SENTARA COMMUNITY CARE PROGRAM, IN PETERSBURG, VA. SENTARA MOBILE CARE WILL PROVIDE DIRECT PRIMARY CARE, BEHAVIORAL HEALTH, AND SOCIAL SUPPORT SERVICES TO THE PETERSBURG COMMUNITY IN A MORE FLEXIBLE AND CONVENIENT FORMAT. B. SENTARA CONTINUES OUR EFFORTS THROUGH OUR COMMUNITY ENGAGEMENT AND IMPACT (CEI) PROGRAM, SENTARA CARES, TO INSPIRE, EMPOWER AND SUPPORT THE COMMUNITIES WE SERVE IN THE MOST IMPACTFUL WAY. SENTARA IS COMMITTED TO SUPPORTING COMMUNITY-BASED HEALTH OPPORTUNITY PROGRAMS THAT FOCUS ON IMPROVING PUBLIC HEALTH, TACKLING HEALTH INEQUITIES, AND PROMOTING EQUITABLE ACCESS TO CARE IN TRADITIONALLY UNDERSERVED COMMUNITIES. THROUGH OUR PARTNERSHIPS AND INVESTMENTS, WE COMMIT OUR TIME, TALENT AND TREASURE TO PARTNERS WHO HELP US DECREASE HEALTH DISPARITIES AND WHO FOCUS ON BEHAVIORAL HEALTH, WORKFORCE DEVELOPMENT, COMMUNITY DEVELOPMENT, HOUSING, AND NUTRITION SECURITY. I. SENTARA AWARDED 141 GRANTS TOTALING $9.5 MILLION FOR OUR COMMUNITIES, AS WELL AS 161 MICROGRANTS TOTALING $1.4 MILLION WHICH FUNDED PROGRAMS THAT REACHED THE DEEPEST LEVELS IN OUR COMMUNITIES. THE CEI PROGRAM DELIVERS ECONOMIC, SOCIAL, AND ENVIRONMENTAL BENEFITS FOR STAKEHOLDERS ACROSS ALL SENTARA MARKETS AND INCREASES COLLECTIVE IMPACT WHERE WE WORK CLOSELY WITH TRUSTED GRASSROOTS PARTNERS. II. SENTARA ESTABLISHED THE $2 MILLION "SENTARA INNOVATION FUND" TARGETING FEDERALLY QUALIFIED HEALTH CENTERS IN FLORIDA. THESE INVESTMENTS HELP TO EXPAND ACCESS TO DENTAL CARE, MATERNAL AND CHILD HEALTHCARE, AND ENHANCE ECONOMIC MOBILITY THROUGHOUT THE REGION IN SUPPORT OF THE LONG-TERM SUCCESS FOR FLORIDA INDIVIDUALS AND COMMUNITIES. III. SENTARA PARTNERED WITH THE NETWORK OF REGIONAL ADVOCACY (NORA), AN INITIATIVE CREATED TO SERVE AS A GRANT PROVIDER TO FAITH-BASED AND OTHER CHARITABLE NONPROFIT ORGANIZATIONS, TO ADDRESS SOCIAL DETERMINANTS OF HEALTH THAT AFFECT HISTORICALLY MARGINALIZED AND MINORITIZED COMMUNITIES IN SOUTH HAMPTON ROADS, VA. THE PARTNERSHIP BETWEEN SENTARA AND NORA PRIMARILY FOCUSES ON PROVIDING GRANT FUNDING TO ORGANIZATIONS WORKING ON ISSUES SUCH AS FOOD INSECURITY, HEALTHCARE ACCESSIBILITY, HOUSING INEQUITY, FINANCIAL LITERACY, WORKFORCE DEVELOPMENT, SMALL BUSINESS DEVELOPMENT, AND OTHER INEQUITIES FACED BY LOW-INCOME HOUSEHOLDS AND ASSET LIMITED, INCOME CONSTRAINED, EMPLOYED (ALICE) INDIVIDUALS. IV. SENTARA ESTABLISHED A $2 MILLION BEHAVIORAL HEALTH INNOVATION FUND AIMED AT IMPROVING ACCESS TO BEHAVIORAL HEALTH SERVICES THROUGHOUT THE COMMONWEALTH OF VIRGINIA. THIS FUND WILL FOCUS ON SEVERAL KEY AREAS, INCLUDING ENHANCING THE RESPONSE SYSTEM FOR BEHAVIORAL HEALTH NEEDS; IMPROVING ACCESS TO CARE; FOSTERING INNOVATION THAT CAN BE SCALABLE; AND STRENGTHENING PARTNERSHIPS WITH SAFETY NET PROVIDERS IN THIS SPACE. V. SENTARA FOUNDED THE HAMPTON ROADS LOCAL INITIATIVES SUPPORT CORPORATION (LISC) OFFICE IN 2019, WHICH IS A COMMUNITY DEVELOPMENT FINANCE INSTITUTION AND A NATIONALLY RECOGNIZED NONPROFIT THAT WORKS WITH LOCAL GOVERNMENT, COMMUNITY DEVELOPERS AND OTHER NONPROFITS TO REVITALIZE NEIGHBORHOODS AND CATALYZE OPPORTUNITIES IN UNDERSERVED COMMUNITIES. IN 2023, SENTARA MADE A $2 MILLION INSTALLMENT TO LISC TO CONTINUE A LONGSTANDING COMMITMENT TO IMPROVE THE SOCIAL DRIVERS OF HEALTH AT THE NEIGHBORHOOD LEVEL. VI. SENTARA CONTRIBUTED $600,000 TO THE VIRGINIA FEDERATION OF FOOD BANKS TO CONTINUE ANOTHER LONG-STANDING PARTNERSHIP THAT HAS CATALYZED THE STATEWIDE HEALTHY PANTRY INITIATIVE AND EXPANDED FOOD PHARMACY PROGRAMS TO REACH OVER 29,000 PATIENTS ANNUALLY. THIS COMMITMENT TO FOOD SECURITY EXTENDS DEEPER INTO OUR COMMUNITIES AS WE PARTNER WITH LOCAL FOOD PANTRIES AND OTHER COMMUNITY-BASED ORGANIZATIONS TO SUPPORT SNAP ENROLLMENT AND SOLIDIFY A WHOLISTIC APPROACH TO HEALTHIER AND MORE CULTURALLY RESPONSIVE FOOD. VII. SENTARA RECOGNIZES THE CRITICAL ROLE THAT PUBLIC, PRIVATE AND FAITH-BASED PARTNERSHIPS PLAY IN COMMUNITY HEALTH IMPROVEMENT. NOT ONLY DO FAITH LEADERS HAVE THE TRUST OF THEIR CONSTITUENTS BUT THEY CAN ALSO REACH NEIGHBORS IN MARGINALIZED AREAS THAT HAVE TRADITIONALLY LACKED TRUST IN SYSTEMS. IN 2023, ONE OF MANY EXAMPLES WHERE SENTARA INVESTED IN INNOVATIVE PARTNERSHIPS WAS DEMONSTRATED BY BUILDING A STRATEGIC PARTNERSHIP UPON AN INITIAL INVESTMENT OF $255,000 TO A CHURCH-BASED HEALTH MINISTRY THAT WOULD PROVIDE SCREENINGS AND HEALTH CARE OUTREACH SUCH AS DISEASE MANAGEMENT AND HEALTHY EATING EDUCATION TO LOCAL RESIDENTS AND SCHOOLS.
FORM 990, PART III, LINE 4A	C. IN SUPPORT OF IMPROVING THE PUBLIC HEALTH OF OUR COMMUNITIES, SENTARA BEGAN NEGOTIATING AN UPDATED AFFILIATION AGREEMENT TO REFLECT LONG-TERM SUPPORT OF THE FUTURE OLD DOMINION UNIVERSITY AND EASTERN VIRGINIA MEDICAL SCHOOL INTEGRATION. SENTARA ALSO CONTINUED ITS SUPPORT OF OLD DOMINION UNIVERSITY, NORFOLK STATE UNIVERSITY AND EASTERN VIRGINIA MEDICAL SCHOOL IN THEIR O.N.E. SCHOOL OF PUBLIC HEALTH INITIATIVE, WHICH WILL ESTABLISH A NEW JOINT SCHOOL OF PUBLIC HEALTH. D. A NEW PROGRAM, CALLED THE SENTARA OPIOID BRIDGE TO RECOVERY, PROVIDES A NEW PATHWAY FOR PATIENTS WITH OPIOID USE DISORDER TO CONNECT WITH OUTPATIENT TREATMENT PROGRAMS. EMERGENCY DEPARTMENT (ED) PHYSICIANS AND OTHER PROVIDERS LICENSED TO PRESCRIBE NARCOTICS ARE NOW ABLE TO PRESCRIBE BUPRENORPHINE, AND ED STAFF MAKE APPOINTMENTS WITH LOCAL THERAPY PROGRAMS AND COMMUNITY SERVICES BOARDS (CSBS) BEFORE PATIENTS LEAVE THE ED. FOR PATIENTS SEEN AFTER HOURS, LOCAL CSBS, BEHAVIORAL HEALTH NAVIGATORS WITH SENTARA HEALTH PLANS, AND OTHER PROVIDERS RECEIVE SECURE PATIENT INFORMATION ELECTRONICALLY AND FOLLOW UP THE NEXT BUSINESS DAY. E. SENTARA HAS LONG BEEN COMMITTED TO PROVIDING HEALTH AND PREVENTION SERVICES TO THE COMMUNITIES WE SERVE THROUGH MANY CHANNELS INCLUDING THE SENTARA HEALTH & PREVENTIVE SERVICES ORGANIZATION WITHIN SENTARA. SENTARA CONTINUED TO OFFER PROGRAMS SUCH AS EATING FOR LIFE, MOVEABOUT, HEALTH HABITS, HEALTHY YOU, MEDITATION, TAI CHI AND YOGA. ADDITIONALLY, MONTHLY WEBINARS ON HEALTH TOPICS AND BIOMETRIC SCREENING SERVICES WERE OFFERED IN VARIOUS REGIONS. F. SENTARA ORGANIZES AND HOSTS NUMEROUS COMMUNITY EVENTS AIMED AT RAISING AWARENESS ABOUT CRUCIAL HEALTH ISSUES ALIGNED WITH KEY AWARENESS MONTHS. THROUGHOUT THE YEAR, WE PRIORITIZE AT LEAST SIX ESSENTIAL AREAS OF AWARENESS ACROSS OUR COMMUNITIES, INCLUDING PROMOTING HEART AND VASCULAR HEALTH, ADVOCATING FOR COLON CANCER PREVENTION, RAISING AWARENESS ABOUT STROKE PREVENTION, AND FACILITATING SCREENINGS FOR THE EARLY DETECTION OF PROSTATE, BREAST, AND LUNG CANCER. G. THROUGH OUR FORESIGHT VIOLENCE INTERVENTION PROGRAM, SENTARA NORFOLK GENERAL HOSPITAL CONTINUED TO UTILIZE GRANT FUNDING THAT SUPPORTS COMMUNITY HEALTH WORKERS TO PROVIDE CASE MANAGEMENT SERVICES FOR SURVIVORS OF GUN VIOLENCE, ASSAULTS AND STABBINGS ADMITTED TO THE TRAUMA SERVICE OR DISCHARGED FROM THE EMERGENCY DEPARTMENT. THE PURPOSE OF THE PROGRAM IS TO ASSIST SURVIVORS OF VIOLENCE, ASSESS THEIR SOCIAL DETERMINANTS OF HEALTH AND BASED ON THE RESULTS, DEVELOP AN INTERVENTION PLAN. THE GOAL IS TO PROVIDE SKILLS AND KNOWLEDGE TO AID THE INDIVIDUAL AND FAMILY TO IMPROVE THE QUALITY OF THEIR LIVES. III. COMMITMENT TO OUR TEAM MEMBERS A. DIRECTLY INVESTING IN OUR COLLEAGUES REMAINS A TOP PRIORITY. I. NEARLY ALL OF OUR EMPLOYEES RECEIVED PAY INCREASES THROUGH A MERIT AND/OR MARKET ADJUSTMENT. II. WE CONTRIBUTED $80M IN RETIREMENT SAVINGS MATCHES AND WERE ABLE TO PROVIDE OUR TEAM MEMBERS WITH A YEAR-END BONUS TOTALING $17M. III. WE SPENT JUST OVER $40M ON SOME OF OUR NEW AND KEY BENEFITS, INCLUDING STUDENT DEBT REPAYMENT MATCHING, TUITION REIMBURSEMENT, FLOATING PAID ANNUAL LEAVE (PAL) DAY AND PARENTAL LEAVE. B. WE ADDED MORE THAN 8,500 NEW PEOPLE TO OUR TEAM, AND WE ARE SEEING GREAT IMPROVEMENTS IN OUR RETENTION EFFORTS. TOTAL TURNOVER IN 2023 WAS 14.6% COMPARED TO THE INDUSTRY AVERAGE OF 22.7%. NURSING TURNOVER EXPERIENCED A 1.3% REDUCTION FROM 2022 AND IS STILL FAR BELOW THE INDUSTRY AVERAGE OF 22.5%. C. SENTARA CONTINUED THE FOCUS ON THE IMPORTANT WORK OF DIVERSITY IN OUR WORKFORCE TO DEEPEN OUR UNDERSTANDING OF CARING FOR OUR DIVERSE PATIENT POPULATION AND TO DEVELOP STRONG RELATIONSHIPS WITH DIVERSE COMMUNITY POPULATIONS. WE CONTINUE THE WORK OF THE DIVERSITY AND INCLUSION COUNCILS AT ALL 12 HOSPITALS TO DEVELOP NEW DIVERSITY AND INCLUSION COMPONENTS AND EDUCATION FOR ALL TEAM MEMBERS. D. SENTARA ESTABLISHED OUR FIRST THREE EMPLOYEE RESOURCE GROUPS (ERGS): WOMEN IN THE WORKPLACE, GENERATIONS IN THE WORKPLACE, AND AFRICAN AMERICAN (BLACK) IN THE WORKPLACE. AN ERG IS AN EMPLOYEE-LED GROUP THAT FOSTERS BELONGING AND BUILDS COMMUNITY BY HELPING COLLEAGUES CONNECT WITH COLLEAGUES WHO SHARE THEIR INTERESTS. E. SENTARA IMPLEMENTED AND EXPANDED SEVERAL WORKPLACE VIOLENCE PREVENTION PROGRAMS, INCLUDING THE FOLLOWING: I. WE COMPLETED THE ROLLOUT OF A VISITOR CHECK-IN AND BADGING SYSTEM AT ALL TWELVE OF OUR HOSPITALS. STUDIES INDICATE VISITOR BADGING CREATES A MORE RESPECTFUL ATMOSPHERE AND REDUCES VERBAL ABUSE. II. WE BEGAN EXPANSION OF A TWO-YEAR PILOT WITH A CONCEALED WEAPON DETECTION SYSTEM IN OUR HOSPITALS. III. WE'VE STREAMLINED THE PROCESS FOR TEAM MEMBERS TO REPORT WORKPLACE VIOLENCE INCIDENTS, AND MOST OF OUR HOSPITALS ARE INSTALLING TELEMAGISTRATE SYSTEMS SO TEAM MEMBERS CAN TALK TO A MAGISTRATE AND FILE CHARGES FROM THEIR HOSPITAL. IV. SENTARA HOSPITALS SCREEN ALL INPATIENTS FOR AGGRESSION RISK USING THE DYNAMIC APPRAISAL FOR SITUATIONAL AGGRESSION (DASA) TOOL, WHICH IS ALREADY IN USE IN OUR BEHAVIORAL HEALTH UNITS. V. FOR DIETARY, ESD AND FACILITIES STAFF, A MAGNETIC TRIANGLE DOOR PLACARD, PLACED ON THE DOOR FRAMES OF AGGRESSIVE PATIENTS, WILL ALERT TEAM MEMBERS TO STOP, ASK A NURSE, AND RECRUIT A PARTNER BEFORE ENTERING THE ROOM. VI. TO ENCOURAGE SAFETY AWARENESS BY OUR TEAM, THERE IS A NEW EPIC EMR FLAG FOR PATIENTS WITH A HIGH RISK FOR VIOLENCE. F. SENTARA JOINED THE "ALL IN: CARING FOR VIRGINIA'S CAREGIVERS INITIATIVE" WITH OTHER VIRGINIA'S HOSPITALS AND HEALTH SYSTEMS, THE MEDICAL SOCIETY OF VIRGINIA, AND THE VIRGINIA NURSES ASSOCIATION IN A STATEWIDE INITIATIVE TO PROTECT MENTAL HEALTH AND EMOTIONAL WELLBEING OF HEALTHCARE PROFESSIONALS. G. SINCE 2003, SENTARA HAS ALLOCATED OVER $5.8M TO OUR EMPLOYEES THROUGH THE H.O.P.E. (HELPING OVERCOME PERSONAL EMERGENCY) FUND. SENTARA'S COMPASSION HAS PROVIDED FINANCIAL RESOURCES FOR FELLOW SENTARA EMPLOYEES THAT ARE EXPERIENCING CATASTROPHIC HARDSHIP OR LOSS THROUGH NO FAULT OF THEIR OWN. SENTARA EMPLOYEES WHO RECEIVE AID FROM THE H.O.P.E. FUND HAVE FACED DEVASTATING CRISES SUCH AS FIRE, DEATH, NATURAL DISASTERS, OR SERIOUS PERSONAL OR FAMILY ILLNESS. IN 2023, FUND DONATIONS RECEIVED WERE $333,883, AND $699,697 WENT TO SENTARA EMPLOYEES IN CRISIS ACROSS THE COMPANY. H. SENTARA ESTABLISHED THE HOWARD KERN LEGACY SCHOLARSHIP TO FOSTER THE NEXT GENERATION OF HEALTHCARE PROFESSIONALS. WITH AN ALLOCATION OF $1 MILLION TO THIS SCHOLARSHIP FUND, SENTARA AIMS TO SUPPORT THE EDUCATIONAL ASPIRATIONS OF THE CHILDREN AND GRANDCHILDREN OF SENTARA EMPLOYEES WHO ASPIRE TO PURSUE CAREERS IN HEALTHCARE AND RELATED FIELDS. THE INAUGURAL ROUND PROVIDED SCHOLARSHIPS TO NEARLY 170 STUDENTS. I. SENTARA IS COMMITTED TO ALWAYS IMPROVING - INCLUDING ENCOURAGING REGISTERED NURSES (RNS) TO CONTINUE PURSUING EDUCATIONAL OPPORTUNITIES. CONTINUOUS LEARNING WILL ADVANCE THE CARE SENTARA NURSES DELIVER TO OUR PATIENTS AND ALLOW THEM TO ADVANCE IN THEIR CAREERS. IN 2023, 73.7% OF SENTARA NURSES HAVE A BSN OR HIGHER DEGREE. IV. GROWTH IN SENTARA HEALTH A. SENTARA ESTABLISHED ITS FIRST ENTERPRISE TRANSFORMATION OFFICE AND HELD AN INAUGURAL BOTTOM-UP PLANNING (BUP) EVENT WHICH RESULTED IN NEARLY 840 INITIATIVES IN SUPPORT OF OUR STRATEGIC PLAN. B. SENTARA REMAINED IN THE TOP QUARTILE FOR FINANCIAL PERFORMANCE AGAINST OUR INTEGRATED DELIVERY NETWORK (IDN) PEERS. C. SENTARA DEVELOPED AND MOVED INTO OUR NEW CORPORATE CAMPUS, SENTARA PARK. D. SENTARA CONTINUED THE INTEGRATION OF AVMED INTO OUR SENTARA HEALTH PLANS OPERATIONS. E. SENTARA HEALTH PLANS CONTINUED TO SEE GROWTH, AND ALONG WITH AVMED SERVED 1.2M MEMBERS IN VIRGINIA AND FLORIDA. OF NOTE, WE HAVE SEEN SIGNIFICANT GROWTH IN THE VIRGINIA INDIVIDUAL EXCHANGE MARKET AND NOW SERVE OVER 70,000 MEMBERS. F. SENTARA BECAME THE SOLE OWNER OF VELOCITY URGENT CARE, LLC, WHICH HAS BEEN OPERATED AS A JOINT VENTURE BETWEEN SENTARA AND A THIRD PARTY SINCE 2017. VELOCITY IS COMPRISED OF 17 URGENT CARE LOCATIONS ACROSS VIRGINIA WITH NEARLY 200 EMPLOYEES AND PLANS TO OPEN ITS NEWEST LOCATION IN EARLY 2024 IN ELIZABETH CITY, NC. G. SENTARA OPENED THE NEW SENTARA ADVANCED IMAGING CENTER ON THE CAMPUS OF SENTARA NORTHERN VIRGINIA MEDICAL CENTER, IN WOODBRIDGE, VA. THE FACILITY OFFERS SOME OF THE NEWEST AND MOST INNOVATIVE IMAGING SERVICES AVAILABLE USING THE MOST ADVANCED TECHNOLOGY. H. SENTARA CAREPLEX HOSPITAL IN HAMPTON, VA AND SENTARA MEDICAL GROUP INTRODUCED A FULL-SCOPE MIDWIFERY PRACTICE TO THE HAMPTON ROADS, VA COMMUNITY. THE SENTARA MIDWIFERY SPECIALISTS IS THE FIRST MIDWIFERY PRACTICE FOR THE HEALTH SYSTEM, EXPANDING ACCESS FOR EXPECTING FAMILIES ACROSS HAMPTON ROADS.
FORM 990, PART III, LINE 4A	I. SENTARA DEDICATED A NEW MOTHER BABY UNIT AT SENTARA NORFOLK GENERAL HOSPITAL IN NORFOLK, VA. THE $6 MILLION MODERNIZATION PROJECT WILL INCREASE THE UNIT FROM 21 BEDS TO 34 BEDS. EACH PATIENT ROOM PROVIDES A PRIVATE BATHROOM WITH SHOWER AND MORE FLOOR SPACE FOR HOSPITAL BEDS AND BASSINETTES. THIS LATEST MOVE FOLLOWS A PREVIOUS EXPANSION AND MODERNIZATION OF THE NEO-NATAL INTENSIVE CARE UNIT. WHEN THE CURRENT CONSTRUCTION PROJECT IS COMPLETE, THE HOSPITAL WILL HAVE INVESTED MORE THAN $20 MILLION IMPROVING WOMEN'S SERVICES AND ALL ASPECTS OF WOMEN'S HEALTH WILL BE LOCATED ON THE SAME FLOOR. J. SENTARA EXPANDED CANCER SCREENINGS TO UNDERSERVED COMMUNITIES WITHIN A 2-HOUR DRIVING RADIUS OF NORFOLK, VA WITH A NEW 3D MAMMOGRAPHY VAN. THE 3D MAMMOGRAPHY VAN BRINGS THE SAME STATE OF THE ART TECHNOLOGY THAT A PATIENT WOULD RECEIVE IN A SENTARA FACILITY INTO OUR COMMUNITIES. THE SENTARA CANCER NETWORK WILL USE RESULTS FROM OUR ONGOING SENTARA COMMUNITY HEALTH NEEDS ASSESSMENTS TO DETERMINE WHERE THE 3D MAMMOGRAPHY VAN CAN PROVIDE THE MOST IMPACTFUL CARE. SENTARA WILL ALSO FOCUS ON PARTNERING WITH COMMUNITY ORGANIZATIONS AND LOCAL BUSINESSES TO PROVIDE CONVENIENT SCREENINGS FOR EMPLOYEES. K. SENTARA NORTHERN VIRGINIA MEDICAL CENTER IN WOODBRIDGE, VA ANNOUNCED THAT ITS 3D MAMMOGRAPHY VAN WILL BEGIN VISITING COMMUNITIES THROUGHOUT ITS SERVICE AREA. SENTARA NORTHERN VIRGINIA MEDICAL CENTER ALSO EXPANDED ITS MOBILE PET/CT PROGRAM, DOUBLING THE AVAILABILITY OF THE MOBILE PET/CT UNIT EACH MONTH. L. SENTARA INVESTED $6 MILLION TO EXPAND THE FAMILY MATERNITY CENTER AT SENTARA LEIGH HOSPITAL IN NORFOLK, VA. THE EXPANSION PROJECT ADDS 13 PRIVATE POSTPARTUM FAMILY ROOMS, GROWING THE FAMILY MATERNITY CENTER TO 41 TOTAL BEDS TO MEET THE NEEDS OF OUR PATIENTS AND COMMUNITY. SENTARA LEIGH HOSPITAL SAFELY DELIVERS ONE OF THE HIGHEST NUMBERS OF NEWBORNS THROUGHOUT ALL OF HAMPTON ROADS AND IS AMONG THE TOP 10 BUSIEST LABOR & DELIVERY UNITS IN VIRGINIA. M. SENTARA ANNOUNCED A $70 MILLION INVESTMENT TO CONSTRUCT A NEW ACUTE CARE HOSPITAL TO REPLACE THE CURRENT SENTARA HALIFAX REGIONAL HOSPITAL. THE NEW HOSPITAL, SCHEDULED FOR COMPLETION IN 2025-2026, WILL HAVE A HIGH-EFFICIENCY, PATIENT-CENTRIC LAYOUT REPRESENTING THE TREND TOWARD PREVENTIVE CARE, OUTPATIENT SERVICES AND SHORTER HOSPITAL STAYS. N. SENTARA CUT THE RIBBON ON AN 80,000-SQUARE-FOOT MEDICAL OFFICE BUILDING (MOB) ON THE 135-ACRE SENTARA ALBEMARLE REGIONAL HEALTH CAMPUS IN ELIZABETH CITY, NC. THE CAMPUS INCLUDES AN 80-BED HOSPITAL UNDER CONSTRUCTION AND THREE ACRES FOR THE PASQUOTANK/CAMDEN EMS PROGRAM TO BUILD A NEW STATION. THE $200 MILLION CAMPUS IS THE LARGEST CONSTRUCTION PROJECT IN THE REGION SINCE THE CURRENT HOSPITAL OPENED MORE THAN 60 YEARS AGO. I. THE MOB WILL CONSOLIDATE CANCER SERVICES UNDER THE NAME SENTARA CANCER CARE CENTER. THE CENTER WILL INCLUDE A STATE-OF-THE-ART LINEAR ACCELERATOR FOR RADIATION ONCOLOGY AND STEREOTACTIC RADIOSURGERY, PLUS CHEMOTHERAPY AND SUPPORTIVE PATIENT SERVICES. II. THE MOB WILL ALSO HOUSE A SENTARA FAMILY MEDICINE PRACTICE AND CARDIAC REHABILITATION PROGRAM. OTHER PRACTICES CONNECTED TO THE CURRENT HOSPITAL WILL MOVE INTO THE MOB WHEN THE NEW HOSPITAL OPENS IN 2025. PLANS CALL FOR A DIGITAL HUB CONNECTING PATIENTS VIRTUALLY WITH SENTARA MEDICAL SPECIALISTS IN THE HAMPTON ROADS, VIRGINIA AREA. O. SENTARA MEDICAL GROUP OPENED THE FOLLOWING NEW PRACTICES: I. SENTARA MIDWIFERY SPECIALISTS IN HAMPTON, VA II. SENTARA FAMILY MEDICINE PHYSICIANS IN CHESAPEAKE, VA III. SENTARA ENDOCRINOLOGY SPECIALISTS IN CHESAPEAKE, VA IV. SENTARA BREAST SURGERY SPECIALISTS IN CHARLOTTESVILLE, VA V. SENTARA UROLOGY SPECIALISTS IN CHARLOTTESVILLE, VA VI. SENTARA OBSTETRICS AND GYNECOLOGY SPECIALISTS IN CHARLOTTESVILLE, VA VII. SENTARA FAMILY MEDICINE PHYSICIANS IN LORTON, VA VIII. THE CENTER FOR PLASTIC SURGERY AT SENTARA FORT NORFOLK IN NORFOLK,VA P. SENTARA THERAPY SERVICES OPENED OR EXPANDED THE FOLLOWING PRACTICES: I. SENTARA PEDIATRIC THERAPY IN VIRGINIA BEACH, VA II. SENTARA THERAPY SPORTS & SPINE IN VIRGINIA BEACH, VA III. EXPANDED SENTARA THERAPY HEALTHY WAY IN VIRGINIA BEACH, VA IV. EXPANDED SENTARA THERAPY RED MILL IN VIRGINIA BEACH, VA Q. SENTARA EXPANDED THE SENTARA MEDICAL GROUP NURSE ADVICE LINE SERVICES TO SUPPORT PATIENTS 24/7. R. TO IMPROVE ACCESS TO CARE AND GET CONSUMERS TO THE RIGHT CARE AT THE RIGHT TIME, SENTARA LAUNCHED A CENTRALIZED "CLINICAL ACCESSCENTER", WHICH STREAMLINES CARE NAVIGATION AND THE APPOINTMENT SCHEDULING EXPERIENCE FOR PRIMARY AND SPECIALTY CARE, IMAGING, THERAPY, AND OUTPATIENT PROCEDURES. S. SENTARA DEPLOYED 108 REMOTE CAMERAS IN ALL 12 HOSPITALS TO PROVIDE 24-HOUR MONITORING OF AT-RISK PATIENTS. THE INVESTMENT FOLLOWED A PILOT AT TWO SENTARA HOSPITALS WHICH DEMONSTRATED THE TECHNOLOGY'S VALUE IN PREVENTING PATIENT HARM. V. BY THE NUMBERS: 1.5 MILLION PATIENTS; 1.2 MILLION HEALTH PLAN MEMBERS; 8,500 NEW COLLEAGUES; 129,000 ADULT HOSPITAL ADMISSIONS; 813,389 EMERGENCY DEPARTMENT VISITS; 16,036 BABIES DELIVERED; 820 LIFE-SAVING TRIPS FROM THE NIGHTINGALE REGIONAL AIR AMBULANCE; AND 145,816 MEDICAL, BEHAVIORAL AND PREGNANCY CASES MANAGED THROUGH OUR HEALTH PLANS. VI. DIGITAL INITIATIVES AND INVESTMENTS A. SENTARA FINALIZED THE SCOPE AND PLAN FOR A 3-YEAR (2023-2026) $400M INCREMENTAL IT INVESTMENT IN SUPPORT OF IT FOUNDATIONAL NEEDS AND 400 BUSINESS INITIATIVES REQUIRING IT ENABLEMENT. B. SENTARA LAUNCHED NEARLY 20 PLATFORMS AND SOLUTIONS THIS YEAR, INCLUDING TWO FOR OUR CONSUMER ASSISTANCE PROGRAM ON THE HEALTH PLAN SIDE, OUR ENTERPRISE RESOURCE PLANNING TOOL, WORKDAY, AND A MOBILE PLATFORM TO FACILITATE THE ABILITY FOR NURSES TO EASILY PICK UP AND TRADE WORK SHIFTS.
FORM 990, PART III, LINE 4A	VII. EXPANDING RESEARCH OPPORTUNITIES A. THE SENTARA HEALTH RESEARCH CENTER PROVIDES SCIENTIFIC, ADMINISTRATIVE, AND REGULATORY SUPPORT FOR RESEARCH CONDUCTED ACROSS SENTARA AND IN OUR COMMUNITIES. LOCATED IN ONE OF THE MOST CULTURALLY DIVERSE REGIONS OF THE UNITED STATES, SENTARA HEALTH RESEARCH CENTER SERVES AS A PREMIER RESEARCH PARTNER. SENTARA IS UTILIZING THE RESEARCH CAPABILITY AND SCOPE OF OUR HEALTHCARE SYSTEM TO ADVANCE HEALTH THROUGHOUT THE COMMUNITIES WE SERVE. B. IN 2023, THE SENTARA HEALTH RESEARCH CENTER DEVELOPED THE SENTARA OUTCOMES RESEARCH CENTER, FURTHER ENABLING ORIGINAL RESEARCH THAT ADDRESSES ISSUES IN THE COMMUNITIES THAT WE SERVE. THE SENTARA OUTCOMES RESEARCH CENTER IS COMMITTED TO IMPROVING QUALITY, ACCOUNTABILITY AND MOST IMPORTANTLY IMPROVING THE HEALTH OF OUR COMMUNITY. C. SENTARA, IN PARTNERSHIP WITH YALE, MASSACHUSETTS GENERAL HOSPITAL AND HOUSTON METHODIST, WAS AWARDED A $3.4 MILLION DOLLAR GRANT BY THE PATIENT CENTERED OUTCOMES RESEARCH CENTER (PCORI) TO STUDY HYPERTENSION IN OUR UNDERSERVED POPULATIONS. THE STUDY IS OVER 5 YEARS AND HAS ENORMOUS OPPORTUNITY TO BETTER UNDERSTAND OUR COMMUNITY RELATED TO HYPERTENSION AND HOW TO BETTER CARE FOR THOSE INDIVIDUALS. D. SENTARA BECAME A FOUNDING MEMBER OF THE VIRGINIA COORDINATED CLINICAL RESEARCH NETWORK (VCCRN), WHICH WAS ESTABLISHED WITH INITIAL SUPPORT FROM THE VIRGINIA GENERAL ASSEMBLY. VCCRN IS A COALITION OF HEALTH CARE SYSTEMS, INSTITUTIONS OF HIGHER EDUCATION, AND OTHER ORGANIZATIONS. ITS MISSION IS TO STRENGTHEN COLLABORATION AMONG CLINICAL, ACADEMIC, AND BIOTECHNOLOGY AND LIFE SCIENCES ORGANIZATIONS TO ACCELERATE CLINICAL RESEARCH AND TRIALS ACROSS THE COMMONWEALTH TO ADDRESS HEALTH DISPARITIES, IMPROVE OUTCOMES, AND SUPPORT ECONOMIC GROWTH. E. SENTARA CREATED A NEW DEDICATED CHIEF ACADEMIC OFFICER POSITION, WHICH HAS OVERSIGHT OVER SENTARA'S RESEARCH INITIATIVES, PARTICIPATION IN AND SUPPORT OF ACADEMIC TRAINING PROGRAMS, AND CONTINUING MEDICAL EDUCATION (CME) ACTIVITIES. VIII. QUALITY, PATIENT SAFETY, AND COMMUNITY DISTINCTIONS AND AWARDS AS ALWAYS, SENTARA IS PROUD AND HUMBLED BY THE VARIOUS AWARDS AND RECOGNITIONS THE COMPANY RECEIVED OVER THE COURSE OF THE YEAR. OUR MISSION IS "WE IMPROVE HEALTH EVERY DAY". TO RECEIVE AN AWARD IS SIMPLY AN ADDED ACKNOWLEDGEMENT OF OUR MISSION-DRIVEN WORK. HERE ARE A FEW OF THE 2023 AWARDS AND RECOGNITIONS: A. SENTARA REMAINED IN THE TOP QUARTILE FOR CLINICAL QUALITY AND SAFETY PERFORMANCE AGAINST OUR INTEGRATED DELIVERY NETWORK (IDN) PEERS. B. SENTARA IS IN THE TOP 10% OF IDNS/PEER ORGANIZATIONS WHEN IT COMES TO ED THROUGHPUT, STANDARDIZED INFECTION RATIO, MEDICARE SPEND PER BENEFICIARY (MSPB), INDIVIDUAL MEDICAL LOSS RATIO (MLR), AND COMMERCIAL NCQA CUSTOMER SATISFACTION. WE RANK TOP QUARTILE FOR COMPLICATIONS, MORTALITY, LARGE GROUP MLR, AND MEDICAID NCQA CUSTOMER SATISFACTION. C. SENTARA WAS NAMED AMONG "THE BEST EMPLOYERS FOR VETERANS" BY FORBES IN 2023. THIS IS THE SECOND YEAR IN A ROW SENTARA HAS RECEIVED THIS RECOGNITION. D. TWO SENTARA PROJECT TEAMS AND TWO SENTARA TEAM MEMBERS WERE HONORED WITH 2023 "HEALTH CARE HEROES" AWARDS BY INSIDE BUSINESS IN THE FOLLOWING CATEGORIES: I. COMMUNITY SERVICE II. CORPORATE ACHIEVEMENT IN HEALTH CARE III. HEALTH CARE SCIENTIST IV. NURSE: INNOVATOR E. SENTARA WAS ONCE AGAIN ACKNOWLEDGED AS THE LEADING COMPANY IN THE ANNUAL "GENEROUS VIRGINIANS" REPORT PUBLISHED BY VIRGINIA BUSINESS MAGAZINE FOR THE 4TH YEAR IN A ROW. F. SENTARA COLLEGE OF HEALTH SCIENCES WON THE "BEST OF COASTAL VIRGINIA" MAGAZINE'S READERS' POLL FOR THE SEVENTH CONSECUTIVE YEAR AND IN THREE CATEGORIES: BEST PRIVATE COLLEGE/UNIVERSITY, BEST TECHNICAL SCHOOL, AND BEST SPECIALTY SCHOOL. THE COLLEGE HAS BEEN SELECTED AS ONE OF THE "2023 GREAT COLLEGES TO WORK FOR" BY MODERNTHINK, WITH DESIGNATION AS AN "HONOR ROLL INSTITUTION" BY EXCELLING IN ALL 10 CATEGORIES MEASURED IN THE SURVEY. G. FOUR SENTARA HOSPITALS WERE RECOGNIZED BY U.S. NEWS & WORLD REPORT AS AMONG THE BEST HOSPITALS IN VIRGINIA FOR MATERNITY CARE: I. SENTARA LEIGH HOSPITAL - NORFOLK, VA II. SENTARA MARTHA JEFFERSON HOSPITAL - CHARLOTTESVILLE, VA III. SENTARA RMH MEDICAL CENTER - HARRISONBURG, VA IV. SENTARA WILLIAMSBURG REGIONAL MEDICAL CENTER - WILLIAMSBURG, VA H. SENTARA NORTHERN VIRGINIA MEDICAL CENTER IN WOODBRIDGE, VA RECEIVED THE "IBCLC CARE AWARD FOR EXCELLENCE" IN PROVIDING A LACTATION PROGRAM FOR BREASTFEEDING FAMILIES AND IN RECOGNITION OF ITS STAFFING PROFESSIONALS WHO HOLD THE PRESTIGIOUS INTERNATIONAL BOARD - CERTIFIED LACTATION CONSULTANT (IBCLC) CREDENTIAL. I. TWELVE SENTARA HOSPITALS RECEIVED AMERICAN HEART ASSOCIATION AND AMERICAN STROKE ASSOCIATION'S JOINT "GET WITH THE GUIDELINES" (GWTG) AWARDS FOR PROVIDING EXCELLENT STROKE CARE, ULTIMATELY LEADING TO MORE LIVES SAVED AND SHORTER RECOVERY TIMES. GWTG RECOGNIZES HOSPITALS COMMITTED TO DELIVERING THE MOST APPROPRIATE TREATMENT FOR STROKE PATIENTS AND MEET CERTAIN CRITERIA, INCLUDING THE TIME IT TAKES TO GIVE "CLOT BUSTER" MEDICATION TO ACHIEVE THE BEST OUTCOMES. J. ELEVEN SENTARA HOSPITALS RECEIVED THE AMERICAN COLLEGE OF CARDIOLOGY'S "NCDR CHEST PAIN - MI REGISTRY PERFORMANCE ACHIEVEMENT AWARD AND THE "GET WITH THE GUIDELINES (GWTG) MISSION LIFELINE AWARD" FOR 2023. BOTH AWARDS RECOGNIZE SENTARA'S COMMITMENT AND SUCCESS IN IMPLEMENTING A HIGHER STANDARD OF CARE FOR HEART ATTACK PATIENTS. EACH HOSPITAL REACHED AN AGGRESSIVE GOAL OF TREATING PATIENTS WITH A STANDARD LEVEL OF CARE OUTLINED BY THE AMERICAN COLLEGE OF CARDIOLOGY AND THE AMERICAN HEART ASSOCIATION. CONCLUSION: SENTARA HEALTH REMAINS COMMITTED TO OUR MISSION - WE IMPROVE HEALTH EVERY DAY. WE PROVIDE QUALITY CARE THROUGH EXPERT PROVIDERS USING CUTTING-EDGE TECHNOLOGY, DEPLOYING MEDICAL BREAKTHROUGHS, AND PROVIDING EXCELLENT CUSTOMER SERVICE ALL WITH A CONSTANT FOCUS ON INNOVATION. WE ARE COMMITTED TO SUPPORTING THE COMMUNITIES WE SERVE THROUGH OUR COMMUNITY ENGAGEMENT AND IMPACT PROGRAM, CREATING A VIBRANT PLACE OF EMPLOYMENT, AND PROVIDING SOLUTIONS TO HEALTH INEQUITIES THROUGH VOLUNTEERISM, GRANTS, SPONSORSHIPS, AND PARTNERSHIPS.
FORM 990, PART V, LINE 1A	SENTARA HEALTH, A VIRGINIA NONSTOCK CORPORATION AND THE 501(C)(3) TAX EXEMPT PARENT OF THE SENTARA HEALTH SYSTEM, MAINTAINS AN AGENCY RELATIONSHIP WITH THE ORGANIZATION AND ISSUES ALL 1099S ON ITS BEHALF. THE NUMBER REPORTED IS A BEST ESTIMATE OF THE 1099S ATTRIBUTABLE TO THE ORGANIZATION. THE EXACT NUMBER CANNOT BE DETERMINED; AS SOME OF THE 1099S ISSUED BY THE AGENT ARE ATTRIBUTABLE TO MORE THAN ONE ENTITY, AND THERE IS NO REPORTING MECHANISM TO DETERMINE 1099'S ATTRIBUTABLE SOLELY TO THE ORGANIZATION.
FORM 990, PART VI, SECTION A, LINE 2	THE ORGANIZATION'S OFFICERS AND DIRECTORS SERVE TOGETHER ON THE BOARDS OF OTHER ORGANIZATIONS IN WHICH SENTARA HEALTH OR ITS SUBSIDIARIES HAVE AN OWNERSHIP INTEREST. SEE SCHEDULE R FOR A LISTING OF SUCH ENTITIES.
FORM 990, PART VI, SECTION A, LINE 6	THE ORGANIZATION'S SOLE MEMBER WAS SENTARA HOSPITALS, A VIRGINIA NONSTOCK CORPORATION AND 501(C)(3) TAX EXEMPT ENTITY.
FORM 990, PART VI, SECTION A, LINE 7A	THE BOARD OF DIRECTORS, WHICH SERVED AS THE ORGANIZATION'S GOVERNING BODY, WAS COMPOSED OF TWO CLASSES OF DIRECTORS, A CLASS OF DIRECTORS APPOINTED BY THE ORGANIZATION'S SOLE MEMBER, SENTARA HOSPITALS, A VIRGINIA NONSTOCK CORPORATION, AND A CLASS OF DIRECTORS NOMINATED BY MARTHA JEFFERSON HEALTH SERVICES CORPORATION, A VIRGINIA NONSTOCK CORPORATION, AND RATIFIED BY SENTARA HOSPITALS.
FORM 990, PART VI, SECTION A, LINE 7B	AS SOLE MEMBER, SENTARA HOSPITALS HAS EXCLUSIVE AUTHORITY TO DIRECT AND MANAGE THE OPERATIONS AND AFFAIRS OF THE ORGANIZATION AND TO MAKE ALL DECISIONS REGARDING THE BUSINESS OF THE ORGANIZATION, SUBJECT TO THE OVERSIGHT OF THE ORGANIZATION'S BOARD OF DIRECTORS. SENTARA HOSPITALS HAS THE FOLLOWING RESERVED POWERS OVER CERTAIN GOVERNANCE DECISIONS OF THE ORGANIZATION AND ANY OF ITS CURRENT OR FUTURE CONTROLLED SUBSIDIARIES ("CONTROLLED AFFILIATE"): (I) SUBJECT TO THE RIGHTS SET FORTH IN THE AFFILIATION AGREEMENT, APPROVE OR ADOPT ANY PLAN OF MERGER OR CONSOLIDATION, ANY SALE, LEASE, EXCHANGE, MORTGAGE, PLEDGE OR OTHER DISPOSITION OF ALL, OR SUBSTANTIALLY ALL, THE PROPERTY AND ASSETS OF THE ORGANIZATION AND/OR A CONTROLLED AFFILIATE, THE VOLUNTARY DISSOLUTION OR LIQUIDATION OF THE ORGANIZATION AND/OR A CONTROLLED AFFILIATE, REVOCATION OF ANY SUCH VOLUNTARY DISSOLUTION PROCEEDINGS, OR ANY DECISION TO FILE A PETITION REQUESTING OR CONSENTING TO AN ORDER FOR RELIEF UNDER THE FEDERAL BANKRUPTCY LAWS OR SIMILAR STATE LAWS FOR THE ORGANIZATION AND/OR CONTROLLED AFFILIATE; (II) APPROVE THE STRATEGIC OR LONG-RANGE BUSINESS PLANS, ANNUAL OPERATING OR CAPITAL BUDGET, OTHER STRATEGIC OR OPERATIONAL PLANS OF THE ORGANIZATION, ANY MODIFICATION OR AMENDMENT THERETO, AND ANY ACTION TO BE TAKEN INCONSISTENT WITH SUCH PLAN; (III) CREATE OR ACQUIRE ANY DIRECT OR INDIRECT SUBSIDIARY, OR INTERESTS OF ANY KIND IN OR OF ANY OTHER CORPORATION OF WHICH IT IS TO BE A MEMBER, OR ENTER INTO ANY JOINT VENTURE, PARTNERSHIP OR SIMILAR ARRANGEMENT WITH ANY OTHER ENTITY OR PERSON, OR DISSOLVE, TERMINATE OR OTHERWISE CHANGE ANY SUCH ENTITY OR PERSON OR LEGAL RELATIONSHIP EXISTING AS OF THE AFFILIATION DATE; (IV) HIRE, TERMINATE, OR ENTER INTO, TERMINATE, RENEW OR CHANGE ANY AGREEMENT, COMMITMENT OR OBLIGATION (WHETHER WRITTEN OR NOT) RELATING TO THE EMPLOYMENT OF THE PRESIDENT OF THE ORGANIZATION, SET THE COMPENSATION OF THE CORPORATE EXECUTIVES OF THE ORGANIZATION, INCLUDING THE PRESIDENT OF THE ORGANIZATION; (V) CHANGE THE ORGANIZATION'S INDEPENDENT ACCOUNTANTS OR AUDITORS, TAX YEAR, ACCOUNTING METHODS OR PRACTICES, PROCEDURES OR POLICIES, EXCEPT TO THE EXTENT MANDATED BY A CHANGE IN GENERALLY ACCEPTED ACCOUNTING PRINCIPLES; (VI) ENTER INTO ANY TRANSACTION, AGREEMENT OR COMMITMENT, WHETHER WRITTEN OR NOT, WITH ANY OFFICER, MANAGER OR DIRECTOR OF THE ORGANIZATION OR A CONTROLLED AFFILIATE, ANY MEMBER OF THE MEDICAL STAFF OF THE ORGANIZATION, ANY FAMILY MEMBER OF ANY OF THE FOREGOING, OR ANY ENTITY OF WHICH ANY OF THE EQUITY, RIGHT TO RECEIVE PROFITS OR VOTING INTERESTS ARE OWNED BY ANY OF THE FOREGOING; (VII) APPROVE ANY UNBUDGETED CAPITAL EXPENDITURE(S) FOR THE ORGANIZATION THAT IN THE AGGREGATE ON A CONSOLIDATED BASIS FOR THE ORGANIZATION AND ITS FACILITIES EXCEEDS $500,000 DURING ANY FISCAL YEAR; (VIII) INCUR INDEBTEDNESS OR OTHER FINANCIAL OBLIGATIONS, OR GUARANTY THE INDEBTEDNESS OF ANY THIRD PARTY, WHETHER SECURED OR UNSECURED, NOT INCLUDED IN AN OPERATING OR CAPITAL BUDGET APPROVED BY THE MEMBER, AND INCLUDING, BUT NOT LIMITED TO, LEASES, WITH RESPECT TO THE ORGANIZATION OR ITS CONTROLLED AFFILIATES; (IX) COMMENCE OR SETTLE ANY LITIGATION OR ARBITRATION OR OTHER PROCEEDING, OR CONFESS A JUDGMENT AGAINST THE ORGANIZATION OR ITS CONTROLLED AFFILIATES; (X) COMMENCE OR SETTLE ANY LITIGATION OR ARBITRATION OR OTHER PROCEEDING RELATED TO THE ORGANIZATION WHILE THE ORGANIZATION IS INSURED THROUGH SENTARA'S CAPTIVE INSURANCE COMPANY; (XI) ENTER INTO, TERMINATE OR CHANGE ANY THIRD PARTY PAYOR CONTRACT; OR (XII) AGREE OR COMMIT TO DO OR ALLOW ANY OF THE FOREGOING. DURING THE COVENANT PERIOD, THE AFOREMENTIONED ACTIONS SHALL REQUIRE THE PRIOR APPROVAL OF A MAJORITY OF THE CLASS A DIRECTORS OF THE BOARD, VOTING AS A SEPARATE CLASS, AND THE MEMBER. UPON THE EXPIRATION OF THE COVENANT PERIOD, THE MEMBER SHALL HAVE THE AUTHORITY TO TAKE SUCH ACTIONS WITHOUT THE APPROVAL OF THE CLASS A DIRECTORS.
FORM 990, PART VI, SECTION B, LINE 11B	THE ORGANIZATION WAS PART OF THE SENTARA HEALTH SYSTEM ("THE SYSTEM"), AND AS SUCH, USED THE SYSTEM'S IN-HOUSE TAX DEPARTMENT, HEADED BY A LICENSED CERTIFIED PUBLIC ACCOUNTANT, TO BOTH PREPARE AND REVIEW ITS FORM 990. DURING THE PREPARATION AND REVIEW PROCESS, THE TAX DEPARTMENT WORKED CLOSELY WITH OTHER SYSTEM DEPARTMENTS, SUCH AS LEGAL, COMPENSATION AND BENEFITS, COMPLIANCE, FINANCE, AND MARKETING, TO ENSURE THAT A COMPLETE AND ACCURATE RETURN WAS FILED. THE PARENT OF THE SYSTEM IS SENTARA HEALTH, A VIRGINIA NONSTOCK CORPORATION AND 501(C)(3) TAX EXEMPT ENTITY.
FORM 990, PART VI, SECTION B, LINE 12C	DIRECTORS, BOARD-NOMINATED OFFICERS, AND KEY EMPLOYEES ARE REQUESTED TO SUBMIT AN ANNUAL CONFLICT OF INTEREST QUESTIONNAIRE AND CERTIFY THE COMPLETION AND ACCURACY OF THE INFORMATION DISCLOSED. ADDITIONALLY, EACH ORGANIZATION'S GOVERNING BOARD OR APPROPRIATE BODY MONITORS TRANSACTIONS INVOLVING DISCLOSED POTENTIAL CONFLICTS OF INTEREST.
FORM 990, PART VI, SECTION B, LINE 15	AS PART OF THE SENTARA HEALTH SYSTEM ("THE SYSTEM"), THE ORGANIZATION FOLLOWED PROCESSES AND PROCEDURES SET FORTH IN ITS GOVERNING DOCUMENTS TO ENSURE COMPLIANCE WITH ITS OBLIGATIONS AS A 501(C)(3) HEALTHCARE ORGANIZATION TO PAY DISQUALIFIED PERSONS REASONABLE COMPENSATION. SUCH PROCESSES AND PROCEDURES ARE INTENDED TO ESTABLISH THE REBUTTABLE PRESUMPTION OF REASONABLENESS UNDER THE INTERNAL REVENUE CODE SECTION 4958 REGULATIONS. THE COMPENSATION PHILOSOPHY OF THE ORGANIZATION IS TO BASE OVERALL COMPENSATION AND BENEFITS FOR EXECUTIVES ON NOT-FOR-PROFIT MARKET COMPARABLES, TAKING INTO CONSIDERATION THE INDIVIDUAL SKILLS, EXPERIENCE, TENURE AND PERFORMANCE OF THE EXECUTIVE BEING COMPENSATED AND OVERALL PERFORMANCE OF THE ORGANIZATION. IN LINE WITH THIS PHILOSOPHY, THE ORGANIZATION PERFORMED SUBSTANTIAL DUE DILIGENCE AS TO MARKET COMPARABLES. THE COMPENSATION COMMITTEE, WHICH CONSISTS OF INDEPENDENT BOARD MEMBERS WITHOUT CONFLICTS OF INTEREST, ENGAGED AN OUTSIDE CONSULTANT, WHO REPORTS TO THE COMPENSATION COMMITTEE, TO CONDUCT A STUDY ASSESSING THE COMPETITIVENESS OF TOTAL COMPENSATION (INCLUDING CASH COMPENSATION, BENEFITS AND PERQUISITES) OF ITS SENIOR EXECUTIVES PRIOR TO MAKING DECISIONS REGARDING ANNUAL BASE SALARY ADJUSTMENTS, APPROVING INCENTIVE AWARDS, OR CONSIDERING PROGRAMMATIC CHANGES. THE STUDY COMPARED THE COMPENSATION OF THE ORGANIZATION'S SENIOR EXECUTIVES TO COMPENSATION DATA FROM PUBLISHED SURVEY SOURCES BASED ON EACH SENIOR EXECUTIVE'S FUNCTIONAL RESPONSIBILITY. IN CONDUCTING THE STUDY, THE CONSULTANT TARGETED OTHER NOT-FOR-PROFIT HEALTH SYSTEMS OF SIMILAR SIZE BASED ON NET REVENUE AND COMPLEXITY. FOR HEALTH PLAN POSITIONS, HEALTH PLANS WITH SIMILAR PREMIUMS, OR MEMBERS, WERE TARGETED. THE CONSULTANT ALSO CONDUCTS A REVIEW OF THE ORGANIZATION'S PERFORMANCE EVERY YEAR. THE MOST RECENT STUDY COMPARED SENTARA'S PERFORMANCE TO 26 NOT-FOR-PROFIT HEALTHCARE SYSTEMS, AND 37 INDEPENDENT AND INTEGRATED DELIVERY SYSTEM-OWNED HEALTH PLANS BASED ON NET REVENUE GROWTH, OPERATING MARGIN, VARIOUS CLINICAL QUALITY METRICS AND PATIENT SATISFACTION. OVERALL, THE CONSULTANT DETERMINED THAT SENTARA'S PAY WAS ALIGNED WITH ITS RELATIVE PERFORMANCE. THE COMPENSATION STUDY WAS PRESENTED TO THE ORGANIZATION'S COMPENSATION COMMITTEE, WHICH MADE ITS COMPENSATION DECISIONS BASED ON A) ITS REVIEW AND ANALYSIS OF THE PERFORMANCE OF BOTH THE ORGANIZATION AND ITS SENIOR EXECUTIVES AND, B) A REASONABLENESS OF COMPENSATION ANALYSIS AND OPINION FROM AN EXTERNAL EXPERT IN THE COMPENSATION OF EXECUTIVES IN THE TAX-EXEMPT HEALTH CARE FIELD. THE COMMITTEE'S BASES FOR ITS DECISIONS WERE DOCUMENTED IN COMMITTEE MINUTES TAKEN DURING THE MEETINGS AND THEN CIRCULATED FOR REVIEW AND APPROVAL. ALL DECISIONS REGARDING COMPENSATION WERE MADE BY THE COMMITTEE, WHICH CONSISTS OF INDEPENDENT BOARD MEMBERS WITHOUT CONFLICT OF INTERESTS. THIS PROCESS WAS USED TO ESTABLISH COMPENSATION FOR THE ORGANIZATION'S TREASURER AND SECRETARY, WHO ALSO SERVED AS EXECUTIVE VICE PRESIDENT AND CFO, AND EXECUTIVE VICE PRESIDENT AND CLO OF THE SYSTEM, RESPECTIVELY. THE PROCESS WAS LAST UNDERTAKEN DURING THE CURRENT TAX YEAR FOR THE POSITIONS LISTED. THE OUTSIDE MARKET STUDY DESCRIBED ABOVE WAS ALSO USED TO ESTABLISH COMPENSATION FOR THE ORGANIZATION'S PRESIDENT, WHO IS CONSIDERED THE TOP MANAGEMENT OFFICIAL OF THE ORGANIZATION. RESULTS WERE PRESENTED TO THE PRESIDENT AND CEO OF THE SYSTEM FOR REVIEW AND APPROVAL RATHER THAN THE SYSTEM'S COMPENSATION COMMITTEE.
FORM 990, PART VI, SECTION C, LINE 19	THE CONSOLIDATED FINANCIAL STATEMENTS FOR SENTARA HEALTH AND SUBSIDIARIES WERE MADE PUBLICLY AVAILABLE THROUGH THE USE OF DAC BOND (DISCLOSURE DISSEMINATION AGENT) AND CAN BE FOUND ON THE INTERNET AT WWW.DACBOND.COM. THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICTS OF INTEREST POLICY ARE GENERALLY NOT MADE AVAILABLE TO THE PUBLIC.
FORM 990, PART VI, LINE 1B	THE BOARD OF DIRECTORS, WHICH SERVES AS THE ORGANIZATION'S GOVERNING BODY, IS COMPOSED OF TWO CLASSES OF DIRECTORS, A CLASS OF DIRECTORS APPOINTED BY THE MEMBER, SENTARA HOSPITALS, A VIRGINIA NONSTOCK CORPORATION, AND A CLASS OF DIRECTORS NOMINATED BY MARTHA JEFFERSON HEALTH SERVICES CORPORATION, A VIRGINIA NONSTOCK CORPORATION, AND APPROVED BY THE MEMBER. THE BOARD MEMBERS OF SENTARA HOSPITALS ARE ELECTED ANNUALLY BY ITS SOLE MEMBER, SENTARA HEALTH, A VIRGINIA NONSTOCK CORPORATION AND THE 501(C)(3) TAX EXEMPT PARENT OF THE SENTARA HEALTH SYSTEM. THE GOVERNING BOARD OF SENTARA HEALTH IS A COMMUNITY-BASED BOARD COMPRISED OF 16 VOTING MEMBERS, 15 OF WHICH ARE CONSIDERED INDEPENDENT, AS DEFINED IN THE FORM 990 INSTRUCTIONS.
FORM 990, PART XI, LINE 9:	BOOK RECLASS OF INTERCOMPANY ACCOUNT BALANCES TO EQUITY 9,007,290. CHANGE IN BENEFICIAL INTEREST 35,327.

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 51056K

Schedule O (Form 990) 2023

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service

Related Organizations and Unrelated Partnerships

Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
Attach to Form 990.
Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2023

Open to Public Inspection

Name of the organization

MARTHA JEFFERSON HOSPITAL

Employer identification number

54-0261840

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) MARTHA JEFFERSON MEDICAL GROUP LLC 1300 SENTARA PARK VIRGINIA BEACH,VA23464 26-1126956	PHYSICIAN PRACTICES	VA	56,033,129	20,822,608	MARTHA JEFFERSON HOSPITAL

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?
(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	Yes	No
(1)MJH FOUNDATION 1300 SENTARA PARK VIRGINIA BEACH,VA23464 54-1401357	INVEST/MGT SVC FOR SUPPORTED ORGANIZATION	VA	501(C)(3)	LINE 12A, I	MARTHA JEFFERSON HOSPITAL	Yes
(2)MARTHA JEFFERSON HOSPITAL FOUNDATION 1300 SENTARA PARK VIRGINIA BEACH,VA23464 30-0041113	FUNDRAISING FOR SUPPORTED ORGANIZATION	VA	501(C)(3)	LINE 12A, I	MARTHA JEFFERSON HOSPITAL	Yes
(3)CLARKSVILLE SENIOR CARE LLC 1300 SENTARA PARK VIRGINIA BEACH,VA23464 54-1957066	SENIOR CARE	VA	501(C)(3)	LINE 12A, I	HALIFAX REGIONAL HOSPITAL	Yes
(4)HALIFAX REGIONAL DEVELOPMENT FOUNDATION INC 1300 SENTARA PARK VIRGINIA BEACH,VA23464 54-1801459	HEALTH/WELFARE	VA	501(C)(3)	LINE 7	HALIFAX REGIONAL HOSPITAL	Yes
(5)HALIFAX REGIONAL HOSPITAL INCORPORATED 1300 SENTARA PARK VIRGINIA BEACH,VA23464 54-0648699	HEALTHCARE	VA	501(C)(3)	LINE 3	SENTARA HEALTH	Yes
(6)HALIFAX REGIONAL LONG TERM CARE INC 1300 SENTARA PARK VIRGINIA BEACH,VA23464 54-6074529	SENIOR CARE	VA	501(C)(3)	LINE 12A, I	HALIFAX REGIONAL HOSPITAL	Yes
(7)SENTARA HALIFAX REGIONAL PROPERTIES INC 1300 SENTARA PARK VIRGINIA BEACH,VA23464 54-1801463	HEALTH/WELFARE	VA	501(C)(3)	LINE 12A, I	HALIFAX REGIONAL HOSPITAL	Yes
(8)SENTARA HEALTH 1300 SENTARA PARK VIRGINIA BEACH,VA23464 52-1271901	HEALTHCARE	VA	501(C)(3)	LINE 7	N/A		No
(9)SENTARA PRINCESS ANNE HOSPITAL 1300 SENTARA PARK VIRGINIA BEACH,VA23464 27-3208969	HEALTHCARE	VA	501(C)(3)	LINE 3	SENTARA HOSPITALS	Yes
(10)SENTARA HOSPITALS 1300 SENTARA PARK VIRGINIA BEACH,VA23464 54-1547408	HEALTHCARE	VA	501(C)(3)	LINE 3	SENTARA HEALTH		No
(11)SENTARA MEDICAL GROUP 1300 SENTARA PARK VIRGINIA BEACH,VA23464 54-1217184	HEALTHCARE	VA	501(C)(3)	LINE 10	SENTARA HEALTH	Yes
(12)SENTARA LIFE CARE CORP 1300 SENTARA PARK VIRGINIA BEACH,VA23464 54-1217183	HEALTHCARE	VA	501(C)(3)	LINE 10	SENTARA HEALTH	Yes
(13)MPB INC 1300 SENTARA PARK VIRGINIA BEACH,VA23464 54-1346393	TITLE HOLDING COMPANY	VA	501(C)(2)		SENTARA ENTERPRISES	Yes
(14)SENTARA HEALTH PLANS 1300 SENTARA PARK VIRGINIA BEACH,VA23464 54-1283337	HMO	VA	501(C)(3)	LINE 12A, I	SENTARA HEALTH	Yes
(15)POTOMAC HOSPITAL CORPORATION OF PRINCE WILLIAM 1300 SENTARA PARK VIRGINIA BEACH,VA23464 54-0853898	HEALTHCARE	VA	501(C)(3)	LINE 3	SENTARA HEALTH	Yes
(16)SENTARA RMH MEDICAL CENTER 1300 SENTARA PARK VIRGINIA BEACH,VA23464 54-0506331	HEALTHCARE	VA	501(C)(3)	LINE 3	SENTARA HOSPITALS	Yes
(17)VALLEY WELLNESS CENTER 1300 SENTARA PARK VIRGINIA BEACH,VA23464 52-1309257	PREVENTATIVE HEALTH/REHAB	VA	501(C)(3)	LINE 10	SENTARA RMH MEDICAL CENTER	Yes
(18)SENTARA ENTERPRISES 1300 SENTARA PARK VIRGINIA BEACH,VA23464 54-1917649	HEALTHCARE	VA	501(C)(3)	LINE 10	SENTARA HEALTH	Yes
(19)MARTHA JEFFERSON HEALTH SERVICES CORPORATION 1300 SENTARA PARK VIRGINIA BEACH,VA23464 54-1401355	COMMUNITY HEALTHCARE	VA	501(C)(3)	LINE 12C, III-FI	N/A		No
(20)OPTIMA FAMILY CARE OF NORTH CAROLINA INC 1300 SENTARA PARK VIRGINIA BEACH,VA23464 82-3610648	MEDICAID HMO	NC	501(C)(3)	LINE 10	OPTIMA HEALTH OF NORTH CAROLINA LLC	Yes
(21)OPTIMA HEALTH OF NORTH CAROLINA LLC 1300 SENTARA PARK VIRGINIA BEACH,VA23464 82-3623430	SUPPORTS MCAID HMO	NC	501(C)(3)	LINE 12A, I	SENTARA HEALTH	Yes
(22)SENTARA MEDICARE ADVANTAGE OF NORTH CAROLINA INC 1300 SENTARA PARK VIRGINIA BEACH,VA23464 84-2066617	MEDICARE HMO	NC	501(C)(4)	LINE 12A, I	SENTARA HEALTH	Yes
(23)VIRGINIA PREMIER HEALTH PLAN INC 1300 SENTARA PARK VIRGINIA BEACH,VA23464 54-1760974	MEDICAID HMO	VA	501 (C)(3)	LINE 10	SENTARA HEALTH	Yes
(24)SENTARA COMMERCIAL HEALTH PLANS OF NORTH CAROLINA INC 1300 SENTARA PARK VIRGINIA BEACH,VA23464 85-1043564	SOCIAL WELFARE	NC	501(C)(4)		SENTARA HEALTH	Yes
(25)AVMED INC 1300 SENTARA PARK VIRGINIA BEACH,VA23464 59-2742907	MEDICARE HMO	FL	501(C)(4)		SENTARA HOLDINGS FLORIDA LLC	Yes
(26)SENTARA HEALTH INSURANCE PLANS CORP 1300 SENTARA PARK VIRGINIA BEACH,VA23464 93-4649120	MEDICAID HMO	GA	501(C)(3)	LINE 10	SENTARA HEALTH	Yes

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50135Y

Schedule R (Form 990) 2023

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
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity		(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No	(k) Percentage ownership
(1) MANAGEMENT SERVICES LLC 814 GREENBRIER CIRCLE STE H CHESAPEAKE,VA23320 54-1365012	HLTH MGT SV	VA	N/A					No			No
(2) OBICI REAL ESTATE HOLDINGS LLC 6015 POPLAR HALL DR STE 214 NORFOLK,VA23502 26-1749881	RE RENTAL	VA	N/A					No			No
(3) PRINCESS ANNE AMB SURG MGT LLC 1975 GLENN MITCHELL STE 300 VIRGINIA BEACH,VA23456 20-4920880	HEALTHCARE	VA	N/A					No			No
(4) VA BEACH AMBULATORY SURGERY CENTER 1700 WILL O WISP DRIVE VIRGINIA BEACH,VA23454 54-1448218	HEALTHCARE	VA	N/A					No			No
(5) CANCER CENTERS OF VA LLC 6350 CENTER DRIVE SUITE 200 NORFOLK,VA23502 20-1338518	HEALTHCARE	VA	N/A					No			No
(6) HAMPTON ROADS LITHOTRIPSY LLC 225 CLEARFIELD AVE VIRGINIA BEACH,VA23462 20-0942600	HEALTHCARE	VA	N/A					No			No
(7) RADIOLOGY SERVICES OF HAMPTON ROADS LC 814 GREENBRIER CIRCLE STE H CHESAPEAKE,VA23320 54-1774472	HEALTHCARE	VA	N/A					No			No
(8) SENTARA OBICI AMBULATORY SURGERY LLC 2750 GODWIN BLVD SUFFOLK,VA23434 26-0144898	HEALTHCARE	VA	N/A					No			No
(9) POTOMAC INOVA HEALTHCARE ALLIANCE LLC 8095 INNOVATION PARK DRIVE FAIRFAX,VA22031 54-1802733	HEALTHCARE	VA	N/A					No			No
(10) CAREPLEX ORTHOPAEDIC ASC LLC 3000 COLISEUM DRIVE HAMPTON,VA23666 27-1867311	HEALTHCARE	VA	N/A					No			No
(11) PHYSICAL THERAPY ACACLLC 501 ALBEMARLE SQUARE CHARLOTTESVILLE,VA22901 26-0080717	HEALTHCARE	VA	MJME	UNRELATED	-282,244	277,197		No			No	50.000 %
(12) MNS SUPPLY CHAIN NETWORK LLC 290 E JOHN CARPENTER FREEWAY IRVING,TX75062 45-4235238	GPO	DE	N/A					No			No
(13) LAKE RIDGE AMBULATORY SURGERY CENTER LLC 12825 MINNIEVILLE RD STE 204 WOODBRIDGE,VA22192 45-5347932	HEALTHCARE	VA	N/A					No			No
(14) CAHABA PARTNERS CORE FIXED INCOME FUND C/O GTC 12 GILL ST SUITE 2600 WOBURN,MA01801 47-4618533	POOLED INV FD	DE	N/A				Yes				No
(15) CAHABA PARTNERS PUBLIC INFLATION HEDGEDS FD C/O GTC 12 GILL ST SUITE 2600 WOBURN,MA01801 47-4601867	POOLED INV FD	DE	N/A				Yes				No
(16) LEIGH ORTHOPEDIC SURGERY CENTER LLC 6201 E VIRGINIA BEACH BLVD STE 200 NORFOLK,VA23502 83-2402528	HEALTHCARE	VA	N/A					No			No
(17) SURGICAL SUITES OF COASTAL VIRGINIA LLC 400 SENTARA CIRCLE WILLIAMSBURG,VA23188 83-3205375	HEALTHCARE	VA	N/A					No			No
(18) PORT WARWICK SURGERY CENTER LLC 1031 LOFTIS BOULEVARD NEWPORT NEWS,VA23606 83-2749039	HEALTHCARE	VA	N/A					No			No
(19) CAHABA PARTNERS EQUITY PLUS FUND C/O GTC 12 GILL ST SUITE 2600 WOBURN,MA01801 61-1865746	POOLED INV FD	DE	N/A				Yes				No
(20) CAHABA PARTNERS TACTICAL EQUITY FUND C/O GTC 12 GILL ST SUITE 2600 WOBURN,MA01801 37-1939267	POOLED INV FD	DE	N/A				Yes				No
(21) HA INTL EQUITY CEF FD CL-A C/O BNY MELLON TRUST 4005 KENNET PI GREENVILLE,DE19807 84-5176311	POOLED INV FD	DE	N/A				Yes				No

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?
(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	Yes	No
(1) SENTARA HOLDINGS INC 1300 SENTARA PARK VIRGINIA BEACH,VA23464 54-1555638	HOLDING COMPANY	VA	N/A	C				Yes
(2) SENTARA HEALTH ADMINISTRATION INC 1300 SENTARA PARK VIRGINIA BEACH,VA23464 52-2368125	TPA	VA	N/A	C				Yes
(3) OPTIMA HEALTH GROUP INC 1300 SENTARA PARK VIRGINIA BEACH,VA23464 54-1473382	HMO	VA	N/A	C				Yes
(4) SENTARA HEALTH INSURANCE COMPANY 1300 SENTARA PARK VIRGINIA BEACH,VA23464 54-1642752	HEALTH INSURANCE	VA	N/A	C				Yes
(5) SENTARA BEHAVIORAL HEALTH SERVICES 1300 SENTARA PARK VIRGINIA BEACH,VA23464 62-1382666	MENTAL HEALTH SVCS	VA	N/A	C				Yes
(6) SENTARA VENTURES INC 1300 SENTARA PARK VIRGINIA BEACH,VA23464 54-1688615	HOLDING COMPANY	VA	N/A	C				Yes
(7) SENTARA HEALTH INSURANCE CO OF NC 1300 SENTARA PARK VIRGINIA BEACH,VA23464 47-1888140	HEALTH INSURANCE	NC	N/A	C				Yes
(8) SENTARA HEALTH PLANS OF NC INC 1300 SENTARA PARK VIRGINIA BEACH,VA23464 46-5510421	TPA	NC	N/A	C				Yes
(9) MANAGED CARE SERVICES INC 1300 SENTARA PARK VIRGINIA BEACH,VA23464 81-5421060	ALT HEALTH DELIVERY	VA	N/A	C				Yes
(10) SENTARA SOUTHSIDE HEALTH SERVICES INC 1300 SENTARA PARK VIRGINIA BEACH,VA23464 54-1417772	HEALTH SERVICES	VA	N/A	C				Yes
(11) DOMINION HEALTH MEDICAL ASSOCIATES LTD 1300 SENTARA PARK VIRGINIA BEACH,VA23464 54-1060357	PHYS PRACTICE	VA	N/A	C				Yes
(12) SMG INNOVATIONS INC 1300 SENTARA PARK VIRGINIA BEACH,VA23464 20-3730331	HEALTHCARE	VA	N/A	C				Yes
(13) POTOMAC VENTURES CORP 1300 SENTARA PARK VIRGINIA BEACH,VA23464 54-1441420	HOLDING COMPANY	VA	N/A	C				Yes
(14) ROCKINGHAM HEALTH SERVICES INC 1300 SENTARA PARK VIRGINIA BEACH,VA23464 54-1721387	CONTRACTING SVCS	VA	N/A	C				Yes
(15) MARTHA JEFFERSON MEDICAL ENTERPRISES INC 1300 SENTARA PARK VIRGINIA BEACH,VA23464 54-1841528	MEDICAL BILLING SVCS	VA	MARTHA JEFFERSON HOSPITAL	C		3,985,161	100.000 %	Yes
(16) BAY PRIMEX INSURANCE COMPANY LTD PO BOX 1051 GRAND CAYMAN KY1-1102 CJ 98-0704114	OTHER INSURANCE FUNDS	CJ	N/A	C				Yes
(17) ALBEMARLE PHYSICIAN SERVICES-SENTARA INC 1300 SENTARA PARK VIRGINIA BEACH,VA23464 26-4592192	PHYS PRACTICE	NC	N/A	C				Yes
(18) THE PORT WARWICK MEDICAL ARTS BUILDING ASSOCIATION 1300 SENTARA PARK VIRGINIA BEACH,VA23464 56-2295574	BUILDING ASSOCIATION	VA	N/A	C				Yes
(19) MEDSTREAMING EGYPT SOFTWARE 5AELNASRROADDELTA BUILDING8TH FLO CAIRO EG	CONSULTING	EG	N/A	C				Yes
(20) CAHABA PARTNERS TOTAL RETURN FUND LTD 27 HOSPITAL ROAD GEORGE TOWN KY1-9008 CJ	POOLED INV FD	CJ	N/A	C					No
(21) FIVOS INC 8 COMMERCE AVE WEST LEBANON,NH03784 45-1573625	HEALTHCARE IT	DE	N/A	C				Yes
(22) MEDICAL METRX HOLDING INC 8 COMMERCE AVE WEST LEBANON,NH03784 20-4195631	HOLDING COMPANY	DE	N/A	C				Yes
(23) M2S INC 8 COMMERCE AVE WEST LEBANON,NH03784 13-3978513	DATA COLLECTION/AGGREGATION	DE	N/A	C				Yes
(24) AVMED ADMINISTRATORS INC 1300 SENTARA PARK VIRGINIA BEACH,VA23464 84-2931956	TPA SERVICES	FL	N/A	C				Yes

Schedule R (Form 990) 2023

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

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 .....................

Yes

b Gift, grant, or capital contribution to related organization(s) ............................

Yes

c Gift, grant, or capital contribution from related organization(s) ............................

Yes

d Loans or loan guarantees to or for related organization(s) ............................

e Loans or loan guarantees by related organization(s) ............................

f Dividends from related organization(s) ............................

g Sale of assets to related organization(s) ............................

h Purchase of assets from related organization(s) ............................

i Exchange of assets with related organization(s) ............................

j Lease of facilities, equipment, or other assets to related organization(s) .......................

k Lease of facilities, equipment, or other assets from related organization(s) ......................

Yes

l Performance of services or membership or fundraising solicitations for related organization(s) .....................

Yes

m Performance of services or membership or fundraising solicitations by related organization(s) .................

Yes

n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................

Yes

o Sharing of paid employees with related organization(s) ............................

p Reimbursement paid to related organization(s) for expenses ............................

q Reimbursement paid by related organization(s) for expenses ............................

r Other transfer of cash or property to related organization(s) ............................

s Other transfer of cash or property from related organization(s) ............................

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) HALIFAX REGIONAL HOSPITAL INC	C	113,846	CORP BOOK/REC
(2) MJH FOUNDATION	B	2,218,642	CORP BOOK/REC
(3) MJH FOUNDATION	C	520,529	CORP BOOK/REC
(4) MPB INC	A	4,957	CORP BOOK/REC
(5) MPB INC	B	643,609	CORP BOOK/REC
(6) MPB INC	K	4,302,436	CORP BOOK/REC
(7) SENTARA HEALTH ADMINISTRATION INC	L	6,811,459	CORP BOOK/REC
(8) SENTARA HEALTH INSURANCE COMPANY	L	43,932	CORP BOOK/REC
(9) SENTARA HEALTH PLANS	L	14,936,286	CORP BOOK/REC
(10) SENTARA MEDICAL GROUP	B	51,629,522	CORP BOOK/REC
(11) SENTARA MEDICAL GROUP	C	4,834,497	CORP BOOK/REC
(12) SENTARA MEDICAL GROUP	M	2,751,032	CORP BOOK/REC
(13) SENTARA RMH MEDICAL CENTER	B	293,358	CORP BOOK/REC
(14) SENTARA RMH MEDICAL CENTER	C	1,595,407	CORP BOOK/REC
(15) SENTARA RMH MEDICAL CENTER	M	1,586,909	CORP BOOK/REC
(16) VIRGINIA PREMIER HEALTH PLAN INC	L	2,363,835	CORP BOOK/REC

Schedule R (Form 990) 2023

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)	(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
(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	Yes	No	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No	(k) Percentage ownership

Schedule R (Form 990) 2023

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) 2023

Additional Data

Software ID:
Software Version:

1	Briefly describe the organization’s mission or most significant activities: AS PART OF SENTARA HEALTH'S INTEGRATED DELIVERY SYSTEM, WE IMPROVE HEALTH EVERY DAY.
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	7
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	4
5	Total number of individuals employed in calendar year 2023 (Part V, line 2a) ......	5	1,605
6	Total number of volunteers (estimate if necessary) .............	6	376
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	0
b	Net unrelated business taxable income from Form 990-T, Part I, line 11 .........	7b	0

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	3,560,834	3,976,662
9	Program service revenue (Part VIII, line 2g) .........	363,879,660	402,636,191
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	217,795	-388,775
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	405,986	368,559
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	368,064,275	406,592,637
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	6,203,816	6,178,213
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)	169,593,563	176,770,645
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....	0	0
b	Total fundraising expenses (Part IX, column (D), line 25) 0
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	213,974,955	237,023,088
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	389,772,334	419,971,946
19	Revenue less expenses. Subtract line 18 from line 12.......	-21,708,059	-13,379,309
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	259,249,736	257,122,440
21	Total liabilities (Part X, line 26).............	69,560,703	61,725,967
22	Net assets or fund balances. Subtract line 21 from line 20.....	189,689,033	195,396,473

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 320,143,091 including grants of $ 6,178,213 ) (Revenue $ 402,636,191 )
	THE HOSPITAL PROVIDES HIGH-QUALITY HEALTH CARE TO THE COMMUNITY BY OFFERING THE LATEST TECHNOLOGY AND THE BEST TECHNICAL EXPERTISE. THE HOSPITAL IS A 176-BED FACILITY FEATURING ALL PATIENT-FRIENDLY PRIVATE ROOMS AND PROVIDED 109,241 ADJUSTED PATIENT DAYS OF CARE DURING 2023. SENTARA MARTHA JEFFERSON HOSPITAL OFFERS MANY ADVANCED CLINICAL SERVICES. AMONG THE NUMEROUS SERVICES THE HOSPITAL OFFERS ARE CANCER CARE, CARDIAC CARE, EMERGENCY CARE MATERNITY, NEUROLOGY, ORTHOPEDICS AND SURGERY.SEE SCHEDULE O FOR A DESCRIPTION OF PROGRAMS AND ACCOMPLISHMENTS OF THE SENTARA HEALTH SYSTEM AS A WHOLE FOR 2023.

4b	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )












4c	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )












4d	Other program services (Describe in Schedule O.)
	(Expenses $ including grants of $ ) (Revenue $ )
4e	Total program service expenses320,143,091

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)			(D) Reportable compensation from the organization (W-2/1099-MISC/1099-NEC)	(E) Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)	(F) Estimated amount of other compensation from the organization and related organizations
(A) Name and title
(18) STEPHEN A HOOVER........................................................................ PHYSICIAN	40.00 .......................0.00	X		884,087	0	83,446
(19) DAVID SLOTTJE........................................................................ PHYSICIAN	40.00 .......................0.00	X		843,355	0	53,657
(20) JACOB YOUNG........................................................................ PHYSICIAN	40.00 .......................0.00	X		1,093,322	0	90,145
(21) LOUIS PATALANO IV........................................................................ FORMER OFFICER	0.00 .......................0.00		X	0	210,869	6
(22) ALLISON N CRAWFORD........................................................................ FORMER KE	40.00 .......................0.00		X	188,052	0	40,665
(23) SUSAN M HUNT........................................................................ FORMER KE	40.00 .......................0.00		X	171,806	0	87,374
(24) JUDITH D TOBIN........................................................................ FORMER KE	40.00 .......................0.00		X	138,995	0	44,070

1b	Sub-Total..............
c	Total from continuation sheets to Part VII, Section A..
d	Total (add lines 1b and 1c).........	6,359,994	8,840,912	1,639,520

1a	Federated campaigns..		1a
b	Membership dues..		1b
c	Fundraising events..		1c	46,187
d	Related organizations		1d	2,218,642
e	Government grants (contributions)		1e	192,433

f	All other contributions, gifts, grants, and similar amounts not included above		1f	1,519,400

g	Noncash contributions included in lines 1a - 1f:$		1g	93,681

h Total. Add lines 1a-1f.......		3,976,662

		Business Code
2a	PATIENT SERVICES	621500	398,738,220	398,738,220
b	OTHER PROGRAM SERVICE REVENUE	900099	3,790,124	3,790,124
c	PREMIUM CAPITATION	621500	107,847	107,847
d
e
f	All other program service revenue.
g	Total. Add lines 2a–2f .....		402,636,191

3 Investment income (including dividends, interest, and othersimilar amounts) ......			-351,206			-351,206
4 Income from investment of tax-exempt bond proceeds
5 Royalties...........
			(i) Real	(ii) Personal
6a	Gross rents	6a	118,985
b	Less: rental expenses	6b	0
c	Rental income or (loss)	6c	118,985
d	Net rental income or (loss).......			118,985			118,985
			(i) Securities	(ii) Other
7a	Gross amount from sales of assets other than inventory	7a
b	Less: cost or other basis and sales expenses	7b		37,569
c	Gain or (loss)	7c		-37,569
d	Net gain or (loss).........			-37,569			-37,569
8a	Gross income from fundraising events (not including $ 46,187of contributions reported on line 1c). See Part IV, line 18 ....
			8a	239,969
b	Less: direct expenses ...		8b	43,831
c	Net income or (loss) from fundraising events..			196,138			196,138
9a	Gross income from gaming activities. See Part IV, line 19 ...
			9a
b	Less: direct expenses ...		9b
c	Net income or (loss) from gaming activities..
10a	Gross sales of inventory, less returns and allowances ..
			10a
b	Less: cost of goods sold ..		10b
c	Net income or (loss) from sales of inventory..

Business Code
11a	CONVENIENCE STORE		445100	53,436			53,436
b
c
d	All other revenue ....
e	Total. Add lines 11a–11d ......			53,436
12	Total revenue. See instructions.....			406,592,637	402,636,191	0	-20,216

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....	6,178,213	6,178,213
2	Grants and other assistance to domestic individuals. See Part IV, line 22 ...........
3	Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............
4	Benefits paid to or for members .......
5	Compensation of current officers, directors, trustees, and key employees ...........	2,132,053	1,744,233	387,820
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........	141,267,338	115,570,809	25,696,529
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	8,657,717	7,082,878	1,574,839
9	Other employee benefits .......	15,223,076	12,453,998	2,769,078
10	Payroll taxes ...........	9,490,461	7,764,146	1,726,315
11	Fees for services (non-employees):
a	Management ......	80,706	66,026	14,680
b	Legal .........
c	Accounting ...........	915	749	166
d	Lobbying ...........
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)	15,488,175	15,488,175
12	Advertising and promotion ....	100,311	82,064	18,247
13	Office expenses .......	10,412,524	8,518,486	1,894,038
14	Information technology ......	402,532	329,311	73,221
15	Royalties ..
16	Occupancy ...........	10,558,195	8,637,659	1,920,536
17	Travel ............	387,294	316,845	70,449
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .
19	Conferences, conventions, and meetings ....	63,754	52,157	11,597
20	Interest ...........	3,193,882	2,612,915	580,967
21	Payments to affiliates .......
22	Depreciation, depletion, and amortization ..	9,740,510	7,968,711	1,771,799
23	Insurance ...	2,668,201	2,182,855	485,346
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	MEDICAL SUPPLIES	89,613,253	89,613,253
b	SENTARA SERVICE EXPENSE	57,987,658		57,987,658
c	TAXES & LICENSES	20,903,956	20,863,507	40,449
d	PURCHASED SERVICES	10,692,291	8,747,363	1,944,928
e	All other expenses	4,728,931	3,868,738	860,193
25	Total functional expenses. Add lines 1 through 24e	419,971,946	320,143,091	99,828,855	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 if following SOP 98-2 (ASC 958-720).

1	Cash–non-interest-bearing ........			2,047,026	1	2,103,946
2	Savings and temporary cash investments .........				2
3	Pledges and grants receivable, net ......			606,689	3	563,623
4	Accounts receivable, net .............			42,748,180	4	41,847,895
5	Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
					5
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
					6
7	Notes and loans receivable, net ...........				7
8	Inventories for sale or use ............			6,405,366	8	6,074,657
9	Prepaid expenses and deferred charges ......			3,084,446	9	2,953,536
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	299,583,004
b	Less: accumulated depreciation	10b	126,326,559	172,917,867	10c	173,256,445
11	Investments—publicly traded securities .				11
12	Investments—other securities. See Part IV, line 11 .....				12
13	Investments—program-related. See Part IV, line 11 ..				13
14	Intangible assets ...............			30,726,613	14	25,868,945
15	Other assets. See Part IV, line 11 ...........			713,549	15	4,453,393
16	Total assets. Add lines 1 through 15 (must equal line 33)...			259,249,736	16	257,122,440

17	Accounts payable and accrued expenses .....	26,788,522	17	25,522,670
18	Grants payable ...		18
19	Deferred revenue .........	5,927	19	18,679
20	Tax-exempt bond liabilities .........		20
21	Escrow or custodial account liability. Complete Part IV of Schedule D		21
22	Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
			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	42,766,254	25	36,184,618
26	Total liabilities. Add lines 17 through 25..	69,560,703	26	61,725,967

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........	172,158,714	27	178,736,380
28	Net assets with donor restrictions ...........	17,530,319	28	16,660,093
	Organizations that do not follow FASB ASC 958, check here and complete lines 29 through 33.
29	Capital stock or trust principal, or current funds .....		29
30	Paid-in or capital surplus, or land, building or equipment fund ...		30
31	Retained earnings, endowment, accumulated income, or other funds		31
32	Total net assets or fund balances ...........	189,689,033	32	195,396,473
33	Total liabilities and net assets/fund balances ........	259,249,736	33	257,122,440