Form990


Department of the TreasuryInternal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
A For the 2024 calendar year, or tax year beginning 01-01-2024 , and ending 12-31-2024
BCheck if applicable:
CName of organization
SENTARA HEALTH
 
 
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
1300 SENTARA PARK
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
VIRGINIA BEACH, VA23464
D Employer identification number

52-1271901
E Telephone number

G Gross receipts $ 11,092,948,047
F Name and address of principal officer:
DENNIS A MATHEIS
1300 SENTARA PARK
VIRGINIA BEACH,VA23464
I
Tax-exempt status: (   ) (insert no.) or
J
Website:
WWW.SENTARA.COM
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. See instructions.
H(c)
Group exemption number  
K Form of organization:  
L Year of formation: 1982
M State of legal domicile: VA
Part I
Summary
Activities  & Governance 1 Briefly describe the organization’s mission or most significant activities: AT SENTARA, WE IMPROVE HEALTH EVERY DAY.
2 Check this box
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 15
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 14
5 Total number of individuals employed in calendar year 2024 (Part V, line 2a) ...... 5 1,090
6 Total number of volunteers (estimate if necessary) ............. 6 19
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a -6,098
b Net unrelated business taxable income from Form 990-T, Part I, line 11 ......... 7b 638,763
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 85,038,263 73,401,482
9 Program service revenue (Part VIII, line 2g) ......... 350,472,498 341,063,253
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 74,943,162 1,023,534,729
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) -25,354,768 -176,118,705
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 485,099,155 1,261,880,759
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 43,900,301 65,076,247
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) 170,239,565 204,504,336
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 194,080 192,583
b Total fundraising expenses (Part IX, column (D), line 25) 821,629    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 176,137,337 173,762,994
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 390,471,283 443,536,160
19 Revenue less expenses. Subtract line 18 from line 12....... 94,627,872 818,344,599
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 7,144,421,433 7,237,302,464
21 Total liabilities (Part X, line 26)............. 2,008,258,771 1,998,460,849
22 Net assets or fund balances. Subtract line 21 from line 20..... 5,136,162,662 5,238,841,615
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
Signature of officer Date
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name

Firm's EIN
Firm's address



Phone no.
May the IRS discuss this return with the preparer shown above? See Instructions. ..........
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y Form 990 (2024)
Form 990 (2024)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III..............
1
Briefly describe the organization’s mission: WE IMPROVE HEALTH EVERY DAY THROUGH COORDINATING, PROMOTING AND PLANNING FOR THE PROVISION OF HEALTH SERVICES AND THE PROMOTION OF HEALTH, MEDICAL EDUCATION, AND THE SOCIAL, CULTURAL, EDUCATIONAL, AND ECONOMIC DEVELOPMENT OF THE COMMUNITY.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? .....................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program
services? ...........................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 382,848,475 including grants of $ 65,076,247 ) (Revenue $ 163,146,098 )
SEE SCHEDULE O
4b (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4c (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expenses382,848,475
Form 990 (2024)
Form 990 (2024)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule AClick to see attachment
List of Attached Documents:
// Content
.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors? See instructions. Click to see attachment
List of Attached Documents:
// Content
...
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part IClick to see attachment
List of Attached Documents:
// Content
.............
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part IIClick to see attachment
List of Attached Documents:
// Content
.........
4
Yes
 
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Rev. Proc. 98-19? If "Yes," complete Schedule C, Part IIIClick to see attachment
List of Attached Documents:
// Content
..
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part IClick to see attachment
List of Attached Documents:
// Content
.........................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part IIClick to see attachment
List of Attached Documents:
// Content
....
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes,"
complete Schedule D,
Part IIIClick to see attachment
List of Attached Documents:
// Content
..............
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IVClick to see attachment
List of Attached Documents:
// Content
..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi endowments? If "Yes," complete Schedule D, Part V......
10
Yes
 
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X, as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10? If "Yes," complete
Schedule D,
Part VI. Click to see attachment
List of Attached Documents:
// Content
...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick to see attachment
List of Attached Documents:
// Content
.......
11b
Yes
 
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIIClick to see attachment
List of Attached Documents:
// Content
.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IXClick to see attachment
List of Attached Documents:
// Content
............
11d
Yes
 
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
List of Attached Documents:
// Content
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part XClick to see attachment
List of Attached Documents:
// Content
11f
 
No
12a
Did the organization obtain separate, independent audited financial statements for the tax year? If "Yes," complete
Schedule D, Parts XI and XII
Click to see attachment
List of Attached Documents:
// Content
......................
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
List of Attached Documents:
// Content
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States? .....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........Click to see attachment
List of Attached Documents:
// Content
14b
Yes
 
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV.....Click to see attachment
List of Attached Documents:
// Content
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...Click to see attachment
List of Attached Documents:
// Content
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I. See instructions. ....Click to see attachment
List of Attached Documents:
// Content
17
Yes
 
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............ Click to see attachment
List of Attached Documents:
// Content
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................Click to see attachment
List of Attached Documents:
// Content
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.....Click to see attachment
List of Attached Documents:
// Content
21
Yes
 
Form 990 (2024)
Form 990 (2024)
Page 4
Part IV
Checklist of Required Schedules (continued)
Yes
No
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........Click to see attachment
List of Attached Documents:
// Content
22
 
No
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5, about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment
List of Attached Documents:
// Content
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a...............Click to see list of attachments
List of Attached Documents:
// Content
24a
Yes
 
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
No
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds? ...............
24c
 
No
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
No
25a
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I ....
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I.......................
25b
 
No
26
Did the organization report any amount on Part X, line 5 or 22 for receivables from or 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? If "Yes," complete Schedule L, Part II...........
26
 
No
27
Did the organization provide a grant or other assistance to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or employee thereof, a grant selection committee member, or to a 35% controlled entity (including an employee thereof) or family member of any of these persons?
If "Yes," complete
Schedule L, Part III.........................
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see the Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, key employee, creator or founder, or substantial contributor? If "Yes," complete Schedule L, Part IV......................
28a
 
No
b
A family member of any individual described in line 28a? If "Yes," complete Schedule L, Part IV.....
28b
 
No
c
A 35% controlled entity of one or more individuals and/or organizations described in line 28a or 28b? If "Yes," complete Schedule L, Part IV.....................
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..
29
 
No
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M .................
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II........................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I............Click to see attachment
List of Attached Documents:
// Content
33
Yes
 
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1.........................Click to see attachment
List of Attached Documents:
// Content
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
Yes
 
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2 ...Click to see attachment
List of Attached Documents:
// Content
35b
Yes
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2............. Click to see attachment
List of Attached Documents:
// Content
36
Yes
 
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VIClick to see attachment
List of Attached Documents:
// Content
37
 
No
38
Did the organization complete Schedule O and provide explanations on Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V...........
Yes
No
1a
Enter the number reported in box 3 of Form 1096. Enter -0- if not applicable ..
1a
209
b
Enter the number of Forms W-2G included on line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
Form 990 (2024)
Form 990 (2024)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance (continued)
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
1,090
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
 
No
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
 
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? ..
4a
Yes
 
b
If "Yes," enter the name of the foreign country: CJ
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? ..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions? ...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? ......................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? ....................
7a
 
No
b
If "Yes," did the organization notify the donor of the value of the goods or services provided? .....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? .........................
7c
 
No
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? ......................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? ..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds. Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? ........
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the sponsoring organization make any taxable distributions under section 4966?........
9a
 
 
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources. (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state? .........
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
15
Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? ....................
If "Yes," see the instructions and file Form 4720, Schedule N.
15
 
No
16
Is the organization an educational institution subject to the section 4968 excise tax on net investment income? ..
If "Yes," complete Form 4720, Schedule O.
16
 
No
17
Section 501(c)(21) organizations. Did the trust, or any disqualified or other person engage in any activities that would result in the imposition of an excise tax under section 4951, 4952, or 4953? ..
If "Yes," complete Form 6069.
17
 
 
Form 990 (2024)
Form 990 (2024)
Page 6
Part VI
Governance, Management, and Disclosure. For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year
1a
15
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent
1b
14
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
Yes
 
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? .
4
Yes
 
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
 
No
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
 
No
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .......................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe on Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe on Schedule O how this was done...................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line 15a or 15b, describe the process on Schedule O. See instructions.
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
Yes
 
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
Yes
 
Section C. Disclosure
17
List the states with which a copy of this Form 990 is required to be filed
18
Section 6104 requires an organization to make its Form 1023 (1024 or 1024-A, if applicable), 990, and 990-T (section 501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, address, and telephone number of the person who possesses the organization's books and records:
CORPORATE OFFICERS1300 SENTARA PARK   VIRGINIA BEACH,VA23464 (757) 455-7020
Form 990 (2024)
Form 990 (2024)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See the instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (box 5 of Form W-2, box 6 of Form 1099-MISC, and/or box 1 of Form 1099-NEC) of more than $100,000 from the organization and any related organizations.

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

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

See the instructions for the order in which to list the persons above.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and title
(B)
Average hours per week (list any hours for related organizations below dotted line)
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D)
Reportable compensation from the organization (W-2/1099-MISC/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
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) DENNIS A MATHEIS......................................................................
PRESIDENT/CEO/EX-OFFICIO DIRECTOR
40.00
.................
7.00
X   X       6,056,025 0 319,017
(2) L ALLAN PARROTT JR......................................................................
DIRECTOR/CHAIR
5.00
.................
0.00
X   X       50,000 0 0
(3) DIAN T CALDERONE......................................................................
DIRECTOR
3.10
.................
0.00
X           45,000 0 0
(4) E RAY MURPHY......................................................................
DIRECTOR
3.90
.................
1.00
X           45,000 0 0
(5) GILBERT BLAND......................................................................
DIRECTOR
2.70
.................
0.00
X           45,000 0 0
(6) WHITNEY RG SAUNDERS......................................................................
DIRECTOR/VICE CHAIR
4.80
.................
0.00
X   X       45,000 0 0
(7) CAROL C THOMAS......................................................................
DIRECTOR
1.90
.................
2.00
X           40,000 0 0
(8) EDWARD GEORGE MD......................................................................
DIRECTOR
3.10
.................
0.00
X           40,000 0 0
(9) JEFFERY O SMITH ED D......................................................................
DIRECTOR
2.80
.................
2.00
X           40,000 0 0
(10) JOSEPH K FUNKHOUSER II......................................................................
DIRECTOR
3.10
.................
1.40
X           40,000 0 0
(11) LATISHA OWENS TARRANT......................................................................
DIRECTOR
2.70
.................
0.00
X           40,000 0 0
(12) LT GEN FRANCES C WILSON EDD......................................................................
DIRECTOR
3.00
.................
0.00
X           40,000 0 0
(13) PETER BROOKS......................................................................
DIRECTOR
3.30
.................
0.00
X           40,000 0 0
(14) SHALIMA PANNIKODE......................................................................
DIRECTOR (EFFECTIVE 9/24)
1.00
.................
0.00
X           10,000 0 0
(15) J LES HALL......................................................................
DIRECTOR (THROUGH 11/24)
2.20
.................
2.00
X           0 0 0
(16) JOHN AGOLA......................................................................
DIRECTOR (THROUGH 11/24)
2.70
.................
0.00
X           0 0 0
(17) WILLIAM R ERMATINGER......................................................................
DIRECTOR
3.30
.................
0.00
X           0 0 0
Form 990 (2024)
Form 990 (2024)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and title
(B)
Average hours per week (list any hours for related organizations below dotted line)
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D)
Reportable compensation from the organization (W-2/1099-MISC/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
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) ROBERT A BROERMANN........................................................................
CFO/EVP
40.00
.......................11.00
    X       3,111,555 0 345,144
(19) EARL J BARNES II........................................................................
SECRETARY
40.00
.......................12.00
    X       1,489,106 0 152,653
(20) JORDAN R ASHER MD........................................................................
KE (EVP & CCO)
40.00
.......................1.00
      X     3,266,902 0 66,314
(21) BECKY C SAWYER........................................................................
KE (EVP & CPO)
40.00
.......................0.00
      X     2,567,004 0 57,413
(22) AUBREY L LAYNE........................................................................
KE (EVP/CAO)
40.00
.......................1.00
      X     1,878,423 0 24,542
(23) MELINDA S HANCOCK........................................................................
KE (EVP & CTO)
40.00
.......................1.00
      X     1,838,351 0 167,443
(24) ERIC CONLEY........................................................................
KE(EVP& PRES ACUTE & POST ACUTE CARE)
40.00
.......................6.00
      X     1,142,423 0 411,776
(25) PRASANNA MOHANTY........................................................................
KE (EVP & PRES, AMBULATORY CARE)
40.00
.......................0.00
      X     753,375 0 87,204
(26) ADAM HOLYK........................................................................
KE (EVP/CCO)
40.00
.......................0.00
      X     476,996 0 82,168
(27) MEGAN R PERRY........................................................................
SVP & CHIEF STRATEGY OFFICER
40.00
.......................3.40
        X   1,901,177 0 49,920
(28) MICHAEL H HOOPER........................................................................
VP, CAO
40.00
.......................1.00
        X   755,176 0 27,183
(29) STEVE BARLEY........................................................................
SVP, HR BUSINESS PARTNERSHIPS
40.00
.......................0.00
        X   628,318 0 43,325
(30) JIM MORAN........................................................................
SVP, CHIEF COMP. AND AUDIT OFFICER
40.00
.......................0.00
        X   580,283 0 42,380
(31) BRYCE SNYDER........................................................................
VP, FINANCE, CARE DELIVERY
40.00
.......................0.00
        X   573,488 0 41,739
(32) HOWARD KERN........................................................................
FORMER OFFICER
0.00
.......................0.00
          X 3,382,628 0 692
(33) VICKY G GRAY........................................................................
FORMER KE
0.00
.......................0.00
          X 140,355 0 0
(34) GRACE R HINES........................................................................
FORMER TOP 5
0.00
.......................0.00
          X 862,507 0 10,078
1b Sub-Total..............
c Total from continuation sheets to Part VII, Section A..
d Total (add lines 1b and 1c)......... 31,924,092 0 1,928,991
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization 438
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
Yes
 
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such
individual
...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address
(B)
Description of services
(C)
Compensation
LEWIS MEDIA PARTNERS LLC

500 LIBBIE AVENUE SUITE 2-C
RICHMOND,VA23226
MEDIA AND MARKETING SERVICES 7,024,856
BDO USA LLP

PO BOX 642743
PITTSBURGH,PA15264
PROFESSIONAL SERVICES 6,487,768
PWC US CONSULTING LLP

PO BOX 200986
DALLAS,TX75320
CONSULTING SERVICES 6,164,203
PMA COMPANIES

PO BOX 824857
PHILADELPHIA,PA19182
COMMERCIAL INSURANCE UNDERWRITER 3,901,425
KORN FERRY

PO BOX 1450
MINNEAPOLIS,MN55485
RECRUITING SERVICES 3,569,246
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 107
Form 990 (2024)
Form 990 (2024)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue
(B)
Related or
exempt
function
revenue
(C)
Unrelated
business
revenue
(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, Grants, and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c  
d Related organizations1d 70,786,442
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and similar amounts not included above1f 2,615,040
g Noncash contributions included in lines 1a - 1f:$ 1g  
h Total. Add lines 1a-1f....... 73,401,482
 Program Service RevenueAmt Business Code
2a SUPPORT SERVICES 900099 312,217,265 312,037,562 179,703  
b MEDICARE SSP 900099 22,293,489 22,293,489    
c SQCN 900099 6,552,499 3,978,054 2,574,445  
d
e
f All other program service revenue.        
g Total. Add lines 2a–2f ..... 341,063,253
 OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ...... 114,001,664     114,001,664
4 Income from investment of tax-exempt bond proceeds        
5 Royalties...........        
(i) Real (ii) Personal
6a Gross rents 6a    
b Less: rental expenses 6b    
c Rental income or (loss) 6c    
d Net rental income or (loss).......        
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 7a 10,740,599,753 600
b Less: cost or other basis and sales expenses 7b 9,831,048,788 18,500
c Gain or (loss) 7c 909,550,965 -17,900
d Net gain or (loss)......... 909,533,065     909,533,065
8a Gross income from fundraising events (not including $   of contributions reported on line 1c). See Part IV, line 18 ....
8a  
b Less: direct expenses ... 8b  
c Net income or (loss) from fundraising events..      
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..        
 OtherRevenueMiscAmt
Business Code
11a OTHER 900099 8,218,842 8,218,842    
b SUBPART F INCOME 523000 2,514,441   709,893 1,804,548
c LOSS FROM PARTNERSHIPS 900009 -3,470,139   -3,470,139  
d All other revenue .... -183,381,849 -183,381,849    
e Total. Add lines 11a–11d ...... -176,118,705
12 Total revenue. See instructions..... 1,261,880,759 163,146,098 -6,098 1,025,339,277
Form 990 (2024)
Form 990 (2024)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX..............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII.
(A)
Total expenses
(B)
Program service expenses
(C)
Management and general expenses
(D)
Fundraising
expenses
1 Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 .... 65,076,247 65,076,247
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 ........... 24,813,834 20,458,451 4,355,383  
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........ 134,756,814 111,103,981 23,420,357 232,476
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 9,194,937 7,581,020 1,607,779 6,138
9 Other employee benefits ....... 26,123,428 21,538,182 4,560,315 24,931
10 Payroll taxes ........... 9,615,323 7,927,619 1,669,972 17,732
11 Fees for services (non-employees):        
a Management ...... 4,732,075 3,901,490 830,585  
b Legal ......... 11,766,499 9,701,215 2,065,284  
c Accounting ........... 4,896,409 4,036,980 859,429  
d Lobbying ........... 65,973 54,393 11,580  
e Professional fundraising services. See Part IV, line 17 192,583 192,583
f Investment management fees ...... 9,695,020 7,993,327 1,701,693  
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 83,937,724 74,866,456 9,071,268  
12 Advertising and promotion .... 13,881,427 11,444,926 2,387,319 49,182
13 Office expenses ....... 3,549,863 2,926,783 605,935 17,145
14 Information technology ...... 3,784,585 3,120,306 635,608 28,671
15 Royalties ..        
16 Occupancy ........... 7,056,736 5,818,121 1,238,615  
17 Travel ............ 981,913 809,565 162,840 9,508
18 Payments of travel or entertainment expenses for any federal, state, or local public officials .        
19 Conferences, conventions, and meetings .... 236,122 194,677 39,746 1,699
20 Interest ........... 11,844,780 9,765,756 2,079,024  
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization .. 738,822 609,142 129,680  
23 Insurance ... 4,128,441 3,403,807 724,634  
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 PURCHASED & CONTRACTED 7,980,493 6,579,738 1,167,657 233,098
b ORGANIZATIONAL DUES 3,514,582 2,897,694 610,804 6,084
c UNRELATED BUSINESS TAX 247,441 247,441    
d OTHER 5,344,630 4,406,528 935,720 2,382
e All other expenses -4,620,541 -3,615,370 -1,005,171  
25 Total functional expenses. Add lines 1 through 24e 443,536,160 382,848,475 59,866,056 821,629
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).        
Form 990 (2024)
Form 990 (2024)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX..............
(A)
Beginning of year
(B)
End of year
Assets 1 Cash–non-interest-bearing ........   1  
2 Savings and temporary cash investments ......... 810,955,913 2 370,537,965
3 Pledges and grants receivable, net ...... 3,857,600 3 3,192,749
4 Accounts receivable, net .............   4  
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 ........... 122,099,983 7 120,204,353
8 Inventories for sale or use ............   8  
9 Prepaid expenses and deferred charges ...... 13,884,802 9 16,653,321
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 39,566,313
b Less: accumulated depreciation 10b 22,928,147 9,278,359 10c 16,638,166
11 Investments—publicly traded securities . 978,559,093 11 4,884,669,238
12 Investments—other securities. See Part IV, line 11 ..... 4,788,554,836 12 1,090,034,756
13 Investments—program-related. See Part IV, line 11 ..   13  
14 Intangible assets ............... 4,764,728 14 32,096,184
15 Other assets. See Part IV, line 11 ........... 412,466,119 15 703,275,732
16 Total assets. Add lines 1 through 15 (must equal line 33)... 7,144,421,433 16 7,237,302,464
Liabilities 17 Accounts payable and accrued expenses ..... 167,104,611 17 133,038,775
18 Grants payable ... 9,239,926 18 15,771,796
19 Deferred revenue .........   19 60,130
20 Tax-exempt bond liabilities ......... 1,624,516,246 20 1,596,633,889
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 207,397,988 25 252,956,259
26 Total liabilities. Add lines 17 through 25.. 2,008,258,771 26 1,998,460,849
Net Assets or Fund Balance Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27 Net assets without donor restrictions .......... 5,117,924,432 27 5,221,224,647
28 Net assets with donor restrictions ........... 18,238,230 28 17,616,968
Organizations that do not follow FASB ASC 958, check here right arrow 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 ........... 5,136,162,662 32 5,238,841,615
33 Total liabilities and net assets/fund balances ........ 7,144,421,433 33 7,237,302,464
Form 990 (2024)
Form 990 (2024)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
1,261,880,759
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
443,536,160
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
818,344,599
4
Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..
4
5,136,162,662
5
Net unrealized gains (losses) on investments ...............
5
-413,817,883
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
-301,847,763
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))
10
5,238,841,615
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII.............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain on
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Uniform Guidance, 2 C.F.R. Part 200, Subpart F?
3a
 
No
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
 
 
Form 990 (2024)
Form 990 (2024)
Additional Data


Software ID:  
Software Version:  
Form 990, Special Condition Description:
Special Condition Description
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
2024
Open to Public
Inspection
Name of the organization
SENTARA HEALTH
 
Employer identification number

52-1271901
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.)
1
2
3
4
5
6
7
8
9
10
11
12
a
b
c
d
e
f
Enter the number of supported organizations ...............................  
g
Provide the following information about the supported organization(s).
(i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 10 above (see instructions)) (iv) Is the organization listed in your governing document? (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions)
Yes No
Total
 
   
For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.
Cat. No. 11285F
Schedule A (Form 990) 2024

Schedule A (Form 990) 2024
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) right arrow (a) 2020 (b) 2021 (c) 2022 (d) 2023 (e) 2024 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. 25,378,922 25,066,117 32,255,741 85,038,263 73,401,482 241,140,525
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 25,378,922 25,066,117 32,255,741 85,038,263 73,401,482 241,140,525
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. 241,140,525
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2020 (b) 2021 (c) 2022 (d) 2023 (e) 2024 (f) Total
7 Amounts from line 4.. 25,378,922 25,066,117 32,255,741 85,038,263 73,401,482 241,140,525
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... 26,396,667 36,437,466 48,943,111 62,875,147 115,806,212 290,458,603
9 Net income from unrelated business activities, whether or not the business is regularly carried on.. 684,732 386,268 179,226 471,572 504,623 2,226,421
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 10 533,825,549
12
12
1,298,892,860
13
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
14
14
45.170 %
15
15
48.580 %
16a
33 1/3% support test—2024. 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
b
33 1/3% support test—2023. 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—2024. 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
b
10%-facts-and-circumstances test—2023. 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
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990) 2024

Schedule A (Form 990) 2024
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) right arrow (a) 2020 (b) 2021 (c) 2022 (d) 2023 (e) 2024 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose            
3 Gross receipts from activities that are not an unrelated trade or business under section 513 .....            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge            
6 Total. Add lines 1 through 5            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public support. (Subtract line 7c from line 6.)  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2020 (b) 2021 (c) 2022 (d) 2023 (e) 2024 (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.)..            
14
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
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
33 1/3% support tests-2024. 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
b
33 1/3 % support tests—2023. 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
20
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) 2024

Schedule A (Form 990) 2024
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
No
1
Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.
1
 
 
2
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).
2
 
 
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer lines 3b and 3c below.
3a
 
 
b
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.
3b
 
 
c
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.
3c
 
 
4a
Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked box 12a or 12b in Part I, answer lines 4b and 4c below.
4a
 
 
b
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.
4b
 
 
c
Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.
4c
 
 
5a
Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer 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).
5a
 
 
b
Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.
6
 
 
7
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990) .
7
 
 
8
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).
8
 
 
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons, as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.
9a
 
 
b
Did one or more disqualified persons (as defined 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.
9b
 
 
c
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.
9c
 
 
10a
Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.
10a
 
 
b
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).
10b
 
 
Schedule A (Form 990) 2024

Schedule A (Form 990) 2024
Page 5
Part IV
Supporting Organizations (continued)
Yes
No
11
Has the organization accepted a gift or contribution from any of the following persons?
a
A person who directly or indirectly controls, either alone or together with persons described on lines 11b and 11c below, the governing body of a supported organization?
11a
 
 
b
A family member of a person described on 11a above?
11b
 
 
c
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
No
1
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.
1
 
 
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.
2
 
 
Section C. Type II Supporting Organizations
Yes
No
1
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
 
 
Section D. All Type III Supporting Organizations
Yes
No
1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?
1
 
 
2
Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).
2
 
 
3
By reason of the relationship described in 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.
3
 
 
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer lines 2a and 2b below.
Yes
No
a
Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.
2a
 
 
b
Did the activities described 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.
2b
 
 
3
Parent of Supported Organizations. Answer lines 3a and 3b below.
a
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations?If "Yes" or "No", provide details in Part VI.
3a
 
 
b
Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.
3b
 
 
Schedule A (Form 990) 2024

Schedule A (Form 990) 2024
Page 6
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
Section A - Adjusted Net Income (A) Prior Year (B) Current Year
(optional)
1 Net short-term capital gain 1    
2 Recoveries of prior-year distributions 2    
3 Other gross income (see instructions) 3    
4 Add lines 1 through 3 4    
5 Depreciation and depletion 5    
6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) 6    
7 Other expenses (see instructions) 7    
8 Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) 8    
Section B - Minimum Asset Amount (A) Prior Year (B) Current Year
(optional)
1 Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): 1
a Average monthly value of securities 1a    
b Average monthly cash balances 1b    
c Fair market value of other non-exempt-use assets 1c    
d Total (add lines 1a, 1b, and 1c) 1d    
e Discount claimed for blockage or other factors
(explain in detail in Part VI):  
2 Acquisition indebtedness applicable to non-exempt use assets 2    
3 Subtract line 2 from line 1d 3    
4 Cash deemed held for exempt use. Enter 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  
7
Schedule A (Form 990) 2024

Schedule A (Form 990) 2024
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 2024 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-2024
(iii)
Distributable
Amount for 2024
1 Distributable amount for 2024 from Section C, line 6  
2 Underdistributions, if any, for years prior to 2024 (reasonable cause required-- explain in Part VI).
See instructions.
 
3 Excess distributions carryover, if any, to 2024:
a From 2019.......  
b From 2020.......  
c From 2021.......  
d From 2022.......  
e From 2023.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2024 distributable amount  
i Carryover from 2019 not applied (see
instructions)
 
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.  
4Distributions for 2024 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2024 distributable amount  
c Remainder. Subtract lines 4a and 4b from line 4.  
5 Remaining underdistributions for years prior to
2024, 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 2024. 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 2025. Add lines
3j and 4c.
 
8 Breakdown of line 7:
a Excess from 2020.....  
b Excess from 2021.....  
c Excess from 2022.....  
d Excess from 2023.....  
e Excess from 2024.....  
Schedule A (Form 990) (2024)

Schedule A (Form 990) 2024
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) 2024


Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
SENTARA HEALTH
 
Employer identification number

52-1271901
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 ......... Right Arrow $  
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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
SENTARA HEALTH
 
Employer identification number
52-1271901
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
RESTRICTED
 
 
 
 
  ,    

$ RESTRICTED


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

$  


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

$  


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

$  


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

$  


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

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
SENTARA HEALTH
 
Employer identification number

52-1271901
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
SENTARA HEALTH
 
Employer identification number

52-1271901
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 (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  
SCHEDULE C
(Form 990)

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

For Organizations Exempt From Income Tax Under section 501(c) and section 527

right arrow Complete if the organization is described below. right arrow Attach to Form 990 or Form 990-EZ.
right arrowGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public
Inspection
If the organization answered "Yes" on Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet Section 527 organizations: Complete Part I-A only.
If the organization answered "Yes" on Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)): Complete Part II-A. Do not complete Part II-B.
Round Bullet Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered "Yes" on Form 990, Part IV, Line 5 (Proxy Tax) (see separate instructions) or Form 990-EZ, Part V, line 35c (Proxy Tax) (see separate instructions), then
Round Bullet Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of the organization
SENTARA HEALTH
 
Employer identification number

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

1
Provide a description of the organization’s direct and indirect political campaign activities in Part IV. See instructions for definition of “political campaign activities."

2
Political campaign activity expenditures. See instructions ....................................................................right arrow
$  
3
Volunteer hours for political campaign activities. See instructions ..................................................................
 

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

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

$  
4
Did the filing organization file Form 1120-POL for this year? ...................................................................
5
Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.
(a) Name (b) Address (c) EIN (d) Amount paid from filing organization's funds. If none, enter -0-. (e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.
1
2
3
4
5
6
For Paperwork Reduction Act Notice, see the instructions for Form 990.
Cat. No. 50084S
Schedule C (Form 990) 2024

Schedule C (Form 990) 2024
Page 2
Part II-A
Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).
A Check right arrowexpenses, and share of excess lobbying expenditures).
B Check right arrow
Limits on Lobbying Expenditures
(The term "expenditures" means amounts paid or incurred.)
(a) Filing
organization's
totals
(b) Affiliated group totals
1a Total lobbying expenditures to influence public opinion (grass roots lobbying) ......................    
b Total lobbying expenditures to influence a legislative body (direct lobbying) ........................    
c Total lobbying expenditures (add lines 1a and 1b) ............................................................    
d Other exempt purpose expenditures ...............................................................................    
e Total exempt purpose expenditures (add lines 1c and 1d) ..................................................    
f Lobbying nontaxable amount. Enter the amount from the following table in both
columns.
   
If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:
Not over $500,00020% of the amount on line 1e.
Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.
Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.
Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.
Over $17,000,000$1,000,000.
g Grassroots nontaxable amount (enter 25% of line 1f) .................................................    
h Subtract line 1g from line 1a. If zero or less, enter -0-. ................................................    
i Subtract line 1f from line 1c. If zero or less, enter -0-. ................................................    
j If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting
section 4911 tax for this year? ...................................................................................................................

4-Year Averaging Period Under Section 501(h)
(Some organizations that made a section 501(h) election do not have to complete all of the five
columns below. See the separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
Calendar year (or fiscal year
beginning in)
(a) 2021 (b) 2022 (c) 2023 (d) 2024 (e) Total
2a Lobbying nontaxable amount          
b Lobbying ceiling amount
(150% of line 2a, column(e))
 
c Total lobbying expenditures          
d Grassroots nontaxable amount          
e Grassroots ceiling amount
(150% of line 2d, column (e))
 
f Grassroots lobbying expenditures          
Schedule C (Form 990) 2024


Schedule C (Form 990) 2024
Page 3
Part II-B
Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).
For each "Yes" response on lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.
(a)
Yes
No
(b)
Amount
1
During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:
a
Volunteers? ...........................................................................................................
 
No
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ........
Yes
 
c
Media advertisements? ...................................................................................................
 
No
 
d
Mailings to members, legislators, or the public? .............................................................................
Yes
 
 
e
Publications, or published or broadcast statements? ...........................................................
 
No
 
f
Grants to other organizations for lobbying purposes? ..........................................................
 
No
 
g
Direct contact with legislators, their staffs, government officials, or a legislative body? .......................
Yes
 
125,454
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ..................
Yes
 
 
i
Other activities? ...................................................................................................................
Yes
 
419,100
j
Total. Add lines 1c through 1i ....................................................................................................
544,554
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
No
b
If "Yes," enter the amount of any tax incurred under section 4912 ...........................................
 
c
If "Yes," enter the amount of any tax incurred by organization managers under section 4912 ...................
 
d
If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? ........................
 
 
Part III-A
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).
Yes
No
1
Were substantially all (90% or more) dues received nondeductible by members? ...............................................
1
 
 
2
Did the organization make only in-house lobbying expenditures of $2,000 or less? ............................................
2
 
 
3
Did the organization agree to carry over lobbying and political expenditures from the prior year? .................................
3
 
 
Part III-B
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered "No" OR (b) Part III-A, line 3, is answered “Yes."
1
Dues, assessments and similar amounts from members ......................................................................
1
 
2
Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political expenses for which the section 527(f) tax was paid).
a
Current year .............................................................................................................................
2a
 
b
Carryover from last year ............................................................................................................
2b
 
c
Total ...........................................................................................................................................
2c
 
3
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .
3
 
4
If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ......................................................................................................................
4
 
5
Taxable amount of lobbying and political expenditures. See Instructions .........................................
5
 
Part IV
Supplemental Information
Provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part II-A (affiliated group list); Part II-A, lines 1 and 2 (see instructions), and Part ll-B, line 1. Also, complete this part for any additional information.
Return Reference Explanation
PART II-B, LINE 1: THE ORGANIZATION ENGAGED IN THE DISSEMINATION OF INFORMATION CONCERNING HEALTH CARE LEGISLATION TO EMPLOYEES VIA EMAIL. THE ORGANIZATION IS INVOLVED IN INDIRECT LOBBYING ACTIVITIES THROUGH PAYMENT OF MEMBERSHIP DUES TO VHHA AND AHA. FURTHERMORE, THE ORGANIZATION ENGAGED VECTRE CORPORATION TO MONITOR AND PROVIDE CONSULTATION ON FEDERAL, STATE, AND LOCAL HEALTH CARE LEGISLATION.
Schedule C (Form 990) 2024


Additional Data


Software ID:  
Software Version:  

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
right arrow 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
Open to Public Inspection
Name of the organization
SENTARA HEALTH
 
Employer identification number

52-1271901
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .........    
2 Aggregate value of contributions to (during year)    
3 Aggregate value of grants from (during year)    
4 Aggregate value at end of year ........    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ...................... 2a  
b Total acreage restricted by conservation easements .................... 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after July 25, 2006, and not on a historic structure listed in the National Register ... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year right arrow  
4
Number of states where property subject to conservation easement is located right arrow  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............
6
Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................
9
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under 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.
b
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 $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under FASB ASC 958 relating to these items:
a
Revenue included on Form 990, Part VIII, line 1 ..........................right arrow $  
b
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) (Rev. 1-2025)

Schedule D (Form 990) (Rev. 1-2025)
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b If "Yes," explain the arrangement in Part XIII and complete the following table: Amount
c Beginning balance ............................. 1c  
d Additions during the year ............................ 1d  
e Distributions during the year .......................... 1e  
f Ending balance ................................ 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....
Part V
Endowment Funds.
Complete if the organization answered "Yes" on Form 990, Part IV, line 10.
(a) Current year (b) Prior year (c) Two years back (d) Three years back (e) Four years back
1a Beginning of year balance .... 124,000,043 117,541,366 126,683,183 104,821,440 101,895,357
b Contributions ... 3,055,642 3,127,263 3,493,762 10,595,042 2,504,371
c Net investment earnings, gains, and losses 4,578,650 6,236,235 -10,751,682 12,076,782 1,372,060
d Grants or scholarships ... 29,811 51,724   199,150 304,500
e Other expenditures for facilities
and programs ...
         
f Administrative expenses .... 4,035,707 2,853,097 1,883,897 610,931 645,848
g End of year balance ...... 127,568,817 124,000,043 117,541,366 126,683,183 104,821,440
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment right arrow86.190 %
b
Permanent endowment right arrow0.710 %
c
Term endowment right arrow13.100 %
The percentages on lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) Unrelated organizations .................
3a(i)
 
No
(ii) Related organizations .................
3a(ii)
 
No
b
If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis
(investment)
(b) Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .....   2,493,820 2,493,820
b Buildings ....   5,495,157 4,689,090 806,067
c Leasehold improvements   299,079 228,337 70,742
d Equipment ....   18,823,976 17,147,185 1,676,791
e Other .....   12,454,281 863,535 11,590,746
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..right arrow 16,638,166
Schedule D (Form 990) (Rev. 1-2025)

Schedule D (Form 990) (Rev. 1-2025)
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) APAX X
26,919,505 F

(B) CAHABA PARTNERS TOTAL RETURN FUND LTD
200,718,449 F

(C) COLLABORATIVE HEALTH VENTURES V, L.P
2,660,296 F

(D) GRYPHON PARTNERS V-A, LP
16,229,069 F

(E) HEALTH ENTERPRISE IV HEALTH ENTERPRISE IV
2,945,234 F

(F) HEALTH ENTERPRISES PARTNERS II, LP
939,509 F

(G) HEALTH ENTERPRISE PARTNERS III, LP
3,571,898 F

(H) HEALTH ENTERPRISES PARTNERS I, LP
46,506 F

(I) LEAVITT EQUITY PARTNERS II, LP
10,785,120 F

(J) LEAVITT EQUITY PARTNERS III, L.P.
4,974,839 F

(K) OAKTREE PRIVATE INVESTMENT FUND 2012
14,244,483 F

(L) OAKTREE REAL ESTATE OPPORTUNITIES FUND V
11,037 F

(M) PARTNERS GROUP PRIVATE EQ II (TEI) - CLASS A, LLC
106,626,051 F

(N) PELOTON EQUITY FUND I, LP
3,666,056 F

(O) PELOTON EQUITY II, LP
4,402,267 F

(P) PERCHERON CAPITAL FUND II-A LP
1,882,452 F

(Q) PIMCO BRAVO II FUND
831,387 F

(R) PIMCO CORPORATE OPPORTUNITIES FUND ONSHORE FEEDER, LP
19,414,539 F

(S) RREEF CORE PLUS INDUSTRIAL FUND L.P
62,031,450 F

(T) SANTE HEALTH VENTURES III, LP
17,574,728 F

(U) SANTE HEALTH VENTURES IV, LP
8,382,802 F

(V) SANTE HEALTH VENTURES I, LP
1,538,868 F

(W) SANTE HEALTH VENTURES II, LP
1,063,008 F

(X) SOLUS SPC OFFSHORE FUND LTD
22,635,787 F

(Y) STEPSTONE VC GLOBAL PARTNERS XI (CAYMAN), LP
7,058,313 F

(Z) STEPSTONE VC OPP. VII (CAYMAN), LP
9,669,437 F

(AA) TIGER GLOBAL CROSSOVER (CAYMAN)
44,897,151 F

(AB) TTCP FUND I, LP
2,030,929 F

(AC) TTCP FUND II, LP
20,956,209 F

(AD) TTCP FUND III, L.P.
8,944,284 F

(AE) UBS TRUMBULL PROPERTY FUND
38,629,483 F

(AF) UBS TRUMBULL PROPERTY INCOME FUND
134,616,594 F

(AG) VISTA EQUITY PARTNERS FUND VII-A
26,365,809 F

(AH) FREEPORT FIRST LIEN LN FD VI
9,054,893 F

(AI) PENDING-TPG AG DLI EVERGREEN L.P
45,000,000 F

(AJ) BAIN CAPITAL GLOBAL DIRECT LENDING FUND
14,255,168 F

(AK) PERCHERON CAPITAL FUND II-A LP
1,882,452 F

(AL) A&M CAPITAL PARTNERS III LP
7,846,181 F

(AM) A1 HEALTH VENTURES I, LP
4,307,712 F

(AN) SANTE HEALTH VENTURES V LP
748,465 F

(AO) PENDING-IIF TAX EXEMPT HEDGED LP
125,000,000 F

(AP) PENDING-GCP STRAT PTR INTL FUND LP
50,000,000 F

(AQ) PE SOUTHFIELD CAP IV-B LP
4,676,336 F
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)right arrow 1,090,034,756
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.)right arrow  
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)OTHER ASSETS 328,946,162
(2)DUE FROM AFFILIATES 209,044,592
(3)INVESTMENT IN AFFILIATES 165,284,978
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........right arrow 703,275,732
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  
OTHER LIABILITIES 130,300,857
SELF-INSURANCE RESERVES 90,071,093
ROU LIABILITY 32,584,309






Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)right arrow 252,956,259
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) (Rev. 1-2025)

Schedule D (Form 990) (Rev. 1-2025)
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: INTENDED USES OF ENDOWMENT FUND THE BOARD DESIGNATED ENDOWMENT FUND IS SET ASIDE FOR THE SENTARA FOUNDATION'S USE. THE FOUNDATION ASSISTS THE COMMUNITY WITH FILLING THE HEALTH CARE GAPS, DEVELOPING NEW PROGRAMS, AND BUILDING CONSENSUS AROUND CURRENT HEALTH ISSUES. THE TEMPORARILY RESTRICTED ENDOWMENT FUNDS ARE USED PREDOMINANTLY FOR EDUCATION & RESEARCH, HOSPICE HOUSE, HEART FUNDS AND SENTARA'S HOPE FUND, WHICH IS AN EMERGENCY FINANCIAL RESOURCE FOR SENTARA EMPLOYEES THAT ARE EXPERIENCING CATASTROPHIC HARDSHIP OR LOSS THROUGH NO FAULT OF THEIR OWN.
Schedule D (Form 990) (Rev. 1-2025)


Additional Data


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SCHEDULE F(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Statement of Activities Outside the United States
Right arrow Complete if the organization answered "Yes" to Form 990, Part IV, line 14b, 15, or 16.Right arrow Attach to Form 990.Right arrow Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
Open to Public Inspection
Name of the organization
SENTARA HEALTH
 
Employer identification number

52-1271901
Part I
General Information on Activities Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 14b.
1
For grantmakers. Does the organization maintain records to substantiate the amount of its grants and
other assistance, the grantees’ eligibility for the grants or assistance, and the selection criteria used
to award the grants or assistance? . . . . . . . . . . . . . . . . . . . . . . . . .
2
For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other assistance outside the United States.
3
Activites per Region. (The following Part I, line 3 table can be duplicated if additional space is needed.)
(a) Region (b) Number of offices in the region (c) Number of employees, agents, and independent contractors in the region (d) Activities conducted in region (by type) (such as, fundraising, program services, investments, grants to recipients located in the region) (e) If activity listed in (d) is a program service, describe specific type of
service(s) in the region
(f) Total expenditures
for and investments
in the region
CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS & UNREALATED BUSINESS INCOME   541,440,428
EUROPE 0 0 INVESTMENTS   26,919,505
           
           
           
           
           
           
           
           
           
           
           
           
           
           
           
3a Sub-total .... 0 0 568,359,933
b Total from continuation sheets to Part I ... 0 0 0
c Totals (add lines 3a and 3b) 0 0 568,359,933
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) (Rev. 1-2025)
Schedule F (Form 990) (Rev. 1-2025)
Page 2
Part II
Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 15, for any recipient who received more than $5,000. Part II can be duplicated if additional space is needed.
1 (a) Name of organization (b) IRS code section
and EIN (if applicable)
(c) Region (d) Purpose of
grant
(e) Amount of
cash grant
(f) Manner of
cash
disbursement
(g) Amount
of noncash
assistance
(h) Description
of noncash
assistance
(i) Method of
valuation
(book, FMV,
appraisal, other)
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
2 Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter .......MediumBullet
 
3 Enter total number of other organizations or entities .......................MediumBullet
 
Schedule F (Form 990) (Rev. 1-2025)
Schedule F (Form 990) (Rev. 1-2025)Page 3
Part III
Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 16.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Region (c) Number of recipients (d) Amount of
cash grant
(e) Manner of cash
disbursement
(f) Amount of
noncash
assistance
(g) Description
of noncash
assistance
(h) Method of
valuation
(book, FMV,
appraisal, other)
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
Schedule F (Form 990) (Rev. 1-2025)
Schedule F (Form 990) (Rev. 1-2025)
Page 4
Part IV
Foreign Forms
1 Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 926, Return by a U.S. Transferor of Property to a Foreign Corporation (see Instructions for Form 926). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2 Did the organization have an interest in a foreign trust during the tax year? If "Yes," the organization may be required to separately file Form 3520, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner (see Instructions for Forms 3520 and 3520-A; don't file with Form 990). . . . . . . . . . . . . . . . . . . . . . . .
3 Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with Respect to Certain Foreign Corporations. (see Instructions for Form 5471). . . . . . . . . . . . . . . . . . . . . . . . . . . .
4 Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If “Yes,” the organization may be required to file Form 8621, Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see Instructions for Form 8621) .
5 Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with Respect to Certain Foreign Partnerships (see Instructions for Form 8865). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
6 Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to separately file Form 5713, International Boycott Report (see Instructions for Form 5713; don't file with Form 990).. . . . . . . . . . . . . . . . . . . . . . . . . . . .
Schedule F (Form 990) (Rev. 1-2025)
Schedule F (Form 990) (Rev. 1-2025)
Page 5
Part V
Supplemental Information
Provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information. See instructions.
ReturnReference Explanation
PART I, LINE 3 CENTRAL AMERICA AND THE CARIBBEAN, UNRELATED TRADE OR BUSINESS: THE ORGANIZATION OWNS BAY PRIMEX INSURANCE COMPANY, LTD., A CAPTIVE INSURANCE COMPANY WHOSE PRINCIPAL ACTIVITY IS THE REINSURANCE, ON A FACULTATIVE BASIS, OF A MODIFIED CLAIMS-MADE RETROSPECTIVELY RATED PROFESSIONAL AND COMMERCIAL GENERAL LIABILITY INSURANCE POLICY ISSUED BY LEXINGTON INSURANCE COMPANY. COVERAGE INCLUDES THE EMPLOYEES OF THE ORGANIZATION, ITS CONTROLLED SUBSIDIARIES, ITS AFFILIATED JOINT VENTURES, CERTAIN PHYSICIANS ON THE MEDICAL STAFF OF ITS RELATED FACILITIES, AND SOME NON-EMPLOYED PHYSICIANS. PROVISION OF INSURANCE TO NON-EMPLOYED PHYSICIANS IS TREATED AS AN UNRELATED TRADE OR BUSINESS. TO THE EXTENT THERE IS SUBPART F INCOME, IT IS REPORTED AS SUCH ON FORM 990 PART VIII LINE 11.
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule F (Form 990) (Rev. 1-2025)
Additional Data


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SCHEDULE G (Form 990)
(Rev. January 2025)
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 arrowAttach to Form 990 or Form 990-EZ.
right arrowGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
Open to Public Inspection
Name of the organization
SENTARA HEALTH
 
Employer identification number

52-1271901
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.
1
Indicate whether the organization raised funds through any of the following activities. Check all that apply.
a e
b f
c g
d
2a
Did the organization have a written or oral agreement with any individual (including officers, directors, trustees
or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services?
b
If "Yes," list the 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)
(ii) Activity (iii) Did fundraiser have custody or control of contributions? (iv) Gross receipts
from activity
(v) Amount paid to
(or retained by)
fundraiser listed in
col. (i)
(vi) Amount paid to
(or retained by)
organization
Yes No
 
VA FUNDRAISING CONSULTANTS
208 E PLUME ST STE 206
 
NORFOLK, VA23510
VARIOUS FUNDRAISING ACTIVITIES   No 1,585,480 192,583 1,392,897
             
             
             
             
             
             
             
             
             
Total . . . . . . . . . . . . . . . . . . . . right arrow 1,585,480 192,583 1,392,897
3
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.
VA, NC
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50083H
Schedule G (Form 990) (Rev. 1-2025)
Schedule G (Form 990) (Rev. 1-2025)
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.




VerticalRevenue
(a) Event #1

 
(event type)
(b) Event #2

 
(event type)
(c) Other events

 
(total number)
(d) Total events
(add col. (a) through col. (c))

1

Gross receipts . . . . .

 

 

 

 

2

Less: Contributions . . . .

 

 

 

 
3 Gross income (line 1 minus
line 2) . . . . . .

 

 

 

 



VerticalDirectExpenses
4 Cash prizes . . . . .        
5 Noncash prizes . . . .        
6 Rent/facility costs . . . .        
7 Food and beverages . . .        
8 Entertainment . . . .        
9 Other direct expenses . . .        
10 Direct expense summary. Add lines 4 through 9 in column (d) . . . . . . . . . . right arrow  
11 Net income summary. Subtract line 10 from line 3, column (d). . . . . . . . . . right arrow  
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.
VerticalRevenue
(a) Bingo (b) Pull tabs/Instant
bingo/progressive bingo
(c) Other gaming (d) Total gaming (add col.(a) through col.(c))

1

Gross revenue . . . . .

 

 

 

 
VerticalDirectExpenses

2

Cash prizes . . . . .

 

 

 

 

3

Noncash prizes . . . .

 

 

 

 

4

Rent/facility costs . . . .

 

 

 

 

5

Other direct expenses . . .

 

 

 

 


6


Volunteer labor . . . .
%
%
%


7

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

 

8

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

 

9
Enter the state(s) in which the organization conducts gaming activities:
a
Is the organization licensed to conduct gaming activities in each of these states? . . . . . . . .
YesNo
b
If "No," explain:
 
10a
Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? . . .
YesNo
b
If "Yes," explain:
 
Schedule G (Form 990) (Rev. 1-2025)
Schedule G (Form 990) (Rev. 1-2025)
Page 3
11
Does the organization conduct gaming activities with nonmembers? . . . . . . . . . . .
YesNo
12
Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity
formed to administer charitable gaming? . . . . . . . . . . . . . . . . .
YesNo
13
Indicate the percentage of gaming activity conducted in:
a
The organization's facility . . . . . . . . . . . . . . . . . .
13a
%
b
An outside facility . . . . . . . . . . . . . . . . . . . .
13b
%
14
Enter the name and address of the person who prepares the organization's gaming/special events books and records:
Name right arrow
Address right arrow
15a
Does the organization have a contract with a third party from whom the organization receives gaming
revenue? . . . . . . . . . . . . . . . . . . . . . . . .
b
If "Yes," enter the amount of gaming revenue received by the organization right arrow $   and the
amount of gaming revenue retained by the third party right arrow $   .
c
If "Yes," enter name and address of the third party:
Name right arrow
Address right arrow
16
Gaming manager information:
Name right arrow
Gaming manager compensation right arrow $  
Description of services provided right arrow
 
17
Mandatory distributions:
a
Is the organization required under state law to make charitable distributions from the gaming proceeds to
retain the state gaming license? . . . . . . . . . . . . . . . . . . .
b
Enter the amount of distributions required under state law distributed to other exempt organizations or spent
in the organization's own exempt activities during the tax year right arrow$  
Part IV
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) (Rev. 1-2025)
Additional Data


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Schedule I
(Form 990)
(Rev. January 2025)
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 instructions and the latest information.
OMB No. 1545-0047
Open to Public
Inspection
Name of the organization
SENTARA HEALTH
 
Employer identification number
52-1271901
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to 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 (e) Amount of non-cash
assistance
(f) Method of valuation
(book, FMV, appraisal,
other)
(g) Description of
noncash assistance
(h) Purpose of grant
or assistance
(1) 200 PLUS MEN FOUNDATION
PO BOX 99013
NORFOLK,VA23509
72-1582328 501(C)(3) 6,000 0     COMMUNITY ENGAGEMENT, EDUCATION, OTHER SOCIAL DETERMINANTS
(2) 3E RESTORATION INC
3248 OLDE TOWNE ROAD SUITE 3
WILLIAMSBURG,VA23188
46-4644669 501(C)(3) 85,000 0     EMPLOYEE SURVEY YEAR END GIFT
(3) ACCESS COLLEGE FOUNDATION
2555 ELLSMERE AVENUE SUITE 110
NORFOLK,VA23513
54-1440734 501(C)(3) 150,000 0     ACCESS 35TH ANNIVERSARY CELEBRATION
(4) ACTS - ACTION IN COMMUNITY THROUGH SERVICE
3900 ACTS LANE DUMFRIES
DUMFRIES,VA22026
54-0897679 501(C)(3) 148,007 0     FOOD SECURITY
(5) AFRICAN AMERICAN PASTORS COUNCIL
106 LANKFORD AVE
CHARLOTTESVILLE,VA22902
86-1586320 501(C)(3) 15,000 0     FOOD SECURITY
(6) ALBEMARLE AREA UNITED WAY
1413 PARKVIEW DR
ELIZABETH CITY,NC27909
23-7123601 501(C)(3) 33,500 0     COMMUNITY CARE COLLABORATIVE
(7) ALBEMARLE COMMISSION AREA AGENCY ON AGING
512 SOUTH CHURCH ST
HERTFORD,NC27944
56-0987088 501(C)(3) 50,000 0     FOOD SECURITY
(8) ALBEMARLE HOSPITAL FOUNDATION
918 GREENLEAF ST
ELIZABETH CITY,NC27909
43-2031990 501(C)(3) 148,362 0     ACCESS TO CARE
(9) ALBEMARLE HOUSING IMPROVEMENT PROGRAM INC
2127 BERKMAR DRIVE
CHARLOTTESVILLE,VA22901
54-1028220 501(C)(3) 50,000 0     HOUSING
(10) ALS ASSOCIATION
8100 THREE CHOPT RD
RICHMOND,VA23229
13-3271855 501(C)(3) 15,000 0     2023 WALK TO DEFEAT ALS TIDEWATER
(11) ALZHEIMERS ASSOC
PO BOX 9924
MCLEAN,VA22102
13-3039601 501(C)(3) 150,000 0     2023 ALZHEIMERS WALKS SPONSORSHIP
(12) AMERICAN CANCER SOCIETY INC
PO BOX 4110
GLEN ALLEN,VA23058
13-1788491 501(C)(3) 95,000 0     RELAY FOR LIFE, SPONSHORSHIP
(13) AMERICAN DIABETES ASSOCIATION
237 HANBURY RD EAST SUITE 17 108
CHESAPEAKE,VA23322
13-1623888 501(C)(3) 75,000 0     PROJECT POWER; AMERICAN DIABETES MONTH; WELLNESS BREAKFAST; TOUR DE CURE
(14) AMERICAN HEART ASSOCIATION INC
4217 PARK PLACE
GLEN ALLEN,VA23060
13-5613797 501(C)(3) 282,500 0     AMERICAN HEART ASSOC VA EVENTS
(15) AN ACHIEVABLE DREAM
10858 WARWICK BOULEVARD SUITE A
NEWPORT NEWS,VA23601
54-1621932 501(C)(3) 10,000 0     2023 FALL GRANT AWARD
(16) THE ARC OF GREATER PRINCE WILLIAMINSIGHT INC
13505 HILLENDALE DRIVE
WOODBRIDGE,VA22193
54-0743298 501(C)(3) 85,000 0     BEHAVIORAL HEALTH
(17) ARC OF THE PIEDMONT INC
1149 ROSE HILL DRIVE
CHARLOTTESVILLE,VA22903
54-0740243 501(C)(3) 7,500 0     COMMUNITY ENGAGEMENT, EDUCATION, OTHER SOCIAL DETERMINANTS
(18) ARMED SERVICES YMCA OF HAMPTON ROADS
1465 LAKESIDE RD
VIRGINIA BEACH,VA23455
54-0525308 501(C)(3) 25,000 0     ACTIVE-DUTY MILITARY FOOD INSECURITY
(19) ASSOCIATION FOR COMMUNITY AFFILIATED PLANS
1155 15TH STREET NW 600
WASHINGTON,DC20005
05-0509791 501(C)(6) 10,000 0     PROMOTING A FIGHTAGAINST OPIOID ABUSE,ADDRESSING CHILDHOOD OBESITY, ANDCARING FOR CHILDREN WITH SPECIAL HEALTH NEEDS
(20) B C UNITED OUTREACH
8692 MAIN ST UNIT 2312
GLOUCESTER,VA23061
87-1269117 501(C)(3) 10,000 0     HEALTH EQUITY
(21) BELOVED HAVEN INC
PO BOX 503
MOYOCK,NC27958
81-1952992 501(C)(3) 40,000 0     BEHAVIORAL HEALTH
(22) BIRTH IN COLOR RVA FOUNDATION
115 EAST BROAD STREET 1A
RICHMOND,VA23219
83-3221701 501(C)(3) 15,000 0     COMMUNITY ENGAGEMENT, EDUCATION, OTHER SOCIAL DETERMINANTS
(23) BLACK BRAND
520 EAST MAIN ST
NORFOLK,VA23510
81-3953180 501(C)(3) 30,000 0     BLACK DIAMOND WEEKEND
(24) BLACK NURSE COLLABORATIVE INC
16701 MELFORD BLVD SUITE 400
BOWIE,MD20715
92-0685149 501(C)(3) 15,000 0     SKILLED CAREERS
(25) BOTANICAL GARDEN OF THE PIEDMONT
PO BOX 6224
CHARLOTTESVILLE,VA22906
90-0395190 501(C)(3) 25,000 0     PROMOTING ENGAGEMENT AND EDUCATING ABOUT THE IMPORTANCE OF PLANTS AND ENVIRONMENTAL WELL-BEING
(26) BOYS & GIRLS CLUB OF THE ALBEMARLE
824 NORTH OAKUM ST
EDENTON,NC27932
61-1546080 501(C)(3) 20,000 0     YOUTH CONNECT
(27) BROWARD COMMUNITY & FAMILY HEALTH CENTERS
5010 HOLLYWOOD BLVD STE 200
HOLLYWOOD,FL33021
59-3489664 501(C)(3) 90,000 0     FOOD SECURITY
(28) THE BRIDGE MINISTRY INC
2740 SONATA DRIVE
COLUMBUS,OH43209
88-4155892 501(C)(3) 15,000 0     BEHAVIORAL HEALTH
(29) BRUNSWICK HEALTH AMBASSADORS
PO BOX 372
LAWRENCEVILLE,VA23868
81-3625964 501(C)(3) 15,000 0     HEALTH EQUITY
(30) CENTRAL VIRGINIA FARM WORKERS INITIATIVE
2754 LAUREL RD
SHIPMAN,VA22971
85-1931230 501(C)(3) 15,000 0     SEEKING TO PROVIDE MIGRANT FARMWORKERS WITH HEALTH AND EDUCATIONAL RESOURCES
(31) CARE FOR ME YOUTH INITIATIVES
1225 KEMPSVILLE RD SUITE 65514
VIRGINIA BEACH,VA23467
83-1917701 501(C)(3) 10,000 0     SOCIAL & EMOTIONAL WELLNESS INITIATIVES
(32) CARITAS
2220 STOCKTON ST
RICHMOND,VA23224
54-1441917 501(C)(3) 50,000 0     HOUSING
(33) CELEBRATE HEALTHCARE LLC
10 BUCKROE AVENUE
HAMPTON,VA23664
46-3389161   10,000 0     COMMUNITY ENGAGEMENT, EDUCATION, OTHER SOCIAL DETERMINANTS
(34) CENTER FOR CHILD & FAMILY SERVICES INC
739 THIMBLE SHOALS BLVD SUITE 400
NEWPORT NEWS,VA23606
54-0505893 501(C)(3) 40,000 0     TRAUMA SUPPORT AND INFORMATION PROGRAM
(35) CENTER FOR RURAL VA
600 EAST MAIN ST SUITE 300
RICHMOND,VA23219
05-0616386 501(C)(3) 7,500 0     THE GOVERNOR'S SUMMIT ON RURAL PROSPERITY SPONSORSHIP PAID FOR BY GOVERNMENT RELATIONS COST CENTER
(36) CENTRAL SHENANDOAH EMS COUNCIL INC
2312 WEST BEVERLEY STREET
STAUNTON,VA24401
54-1906904 501(C)(3) 62,274 0     HEALTH EQUITY
(37) CENTRAL VALLEY HABITAT FOR HUMANITY
PO BOX 245
BRIDGEWATER,VA22812
54-1441871 501(C)(3) 207,800 0     BEHAVIORAL HEALTH
(38) CENTRAL VIRGINIA COMMUNITY COLLEGE EDUCATIONAL FOUNDATION INC
3506 WARDS ROAD
LYNCHBURG,VA24502
54-1167908 501(C)(3) 11,000 0     COMMUNITY ENGAGEMENT, EDUCATION, OTHER SOCIAL DETERMINANTS
(39) THE CHRIS ATWOOD FOUNDATION INC
PO BOX 9282
RESTON,VA20195
46-2749211 501(C)(3) 50,000 0     HOUSING
(40) CENTURA COLLEGE
4455 SOUTH BOULEVARD
VIRGINIA BEACH,VA23452
54-1058176   70,000 0     SENTARA SCHOLARS PROGRAM GRANT
(41) CHARLOTTE LEARNING CENTER
395 THOMAS JEFFERSON HWY SUITE B
CHARLOTTE COURT HOUSE,VA23923
54-1512357 501(C)(3) 10,000 0     SKILLED CAREERS
(42) CHARLOTTESVILLE ALBEMARLE SPCA
610 BEECHWOOD DRIVE
CHARLOTTESVILLE,VA22901
54-0595009 501(C)(3) 15,000 0     HEALTH EQUITY
(43) CHARLOTTESVILLE COMMUNITY BIKES
917 D PRESTON AVENUE
CHARLOTTESVILLE,VA22903
84-5088273 501(C)(3) 10,000 0     HOUSING
(44) THE CHAS FOUNDATION
7400 HAMPTON BLVD
NORFOLK,VA23505
46-0761549 501(C)(3) 10,000 0     ADVOCATE FOR INDIVIDUALS WITH MENTAL ILLNESS
(45) CHESAPEAKE BAY ACADEMY
821 BAKER ROAD
VIRGINIA BEACH,VA23462
54-1522266 501(C)(3) 15,000 0     BEHAVIORAL HEALTH
(46) CHESTERFIELD COLONIAL HEIGHTS ALLIANCE FOR SOCIAL MINISTRY
4317 SCHOOL STREET
CHESTER,VA23831
54-1491582 501(C)(3) 15,000 0     FOOD SECURITY
(47) CHILD HEALTH PARTNERSHIP
1469 GREENBRIER PLACE
CHARLOTTESVILLE,VA22901
26-2499048 501(C)(3) 25,000 0     CHILD AND FAMILY HEALTH SUPPORTS
(48) CHILDREN'S HEALTH INVESTMENT PROGRAM INC
1302 JEFFERSON STREET
CHESAPEAKE,VA23324
54-1893166 501(C)(3) 15,000 0     FOOD SECURITY
(49) CHILDRENS MUSEUM OF RICHMOND
2626 W BROAD STREET
RICHMOND,VA23220
51-0220694 501(C)(3) 20,000 0     CORPORATE LEADERSHIP ALLIANCE MEMBERSHIP/SPONSORSHIP PAID FOR BY ELT COST CENTER
(50) NORTHERN VIRGINIA SCIENCE CENTER FOUNDATION DBA CHILDREN'S SCIENCE CENTER
3957 PENDER DRIVE SUITE 100
FAIRFAX,VA22030
90-0168625 501(C)(3) 25,000 0     SKILLED CAREERS
(51) CHILDSAVERS INC
14925 BRADWILL COURT
ROCKVILLE,MD20850
52-1485484 501(C)(3) 100,000 0     BEHAVIORAL HEALTH
(52) THE CHRYSLER MUSEUM INCORPORATED
ONE MEMORIAL PLACE
NORFOLK,VA23510
51-0243196 501(C)(3) 25,000 0     CORPORATE LEADERSHIP ALLIANCE MEMBERSHIP/SPONSORSHIP PAID FOR BY ELT COST CENTER
(53) CITY OF HARRISONBURG FIRE DEPARTMENT
101 N MAIN ST THIRD FLOOR
HARRISONBURG,VA22802
54-6001343 501(C)(1) 20,000 0     BEHAVIORAL HEALTH
(54) CITY OF PROMISE INC
PO BOX 5628
CHARLOTTESVILLE,VA22905
83-1439722 501(C)(3) 25,000 0     FOOD SECURITY
(55) CLUSTER SPRINGS VOLUNTEER FIRE DEPARTMENT
1009 BLACK WALNUT CHURCH RD
CLUSTER SPRINGS,VA24535
71-1010135 501(C)(3) 232,993 0     CLUSTER SPRINGS EMS TRAINING FAIR
(56) COALITION TO PROTECT AMERICAS HEALTH CARE
800 10TH ST NW TWO CITY CENTER 400
WASHINGTON,DC20001
52-2253225 501(C)(3) 125,000 0     STRENGTHEN AND PROTECT PATIENTS' 24/7 ACCESS TO HIGH-QUALITY HOSPITAL CARE
(57) COLLEGE OF THE ALBEMARLE
1208 NORTH ROAD STREET
ELIZABETH CITY,NC27909
58-1399254 501(C)(3) 70,000 0     SENTARA SCHOLARS PROGRAM GRANT
(58) WILLIAM & MARY
5300 DISCOVERY PARK BOULEVARD
WILLIAMSBURG,VA23188
54-6001718 501(C)(3) 28,750 0     BEHAVIORAL HEALTH
(59) COMMON GROUND HEALING ARTS
PO BOX 5403
CHARLOTTESVILLE,VA22905
27-2111863 501(C)(3) 15,000 0     COMMON GROUND COMMUNITY RESTORATION
(60) COMMUNITIES IN SCHOOLS OF CHESTERFIELD
1808 COYOTE DRIVE SUITE 100
CHESTER,VA23836
46-0651192 501(C)(3) 10,000 0     COMMUNITY ENGAGEMENT, EDUCATION, OTHER SOCIAL DETERMINANTS
(61) COMMUNITY INVESTMENT COLLABORATIVE
PO BOX 2976
CHARLOTTESVILLE,VA22902
45-4105820 501(C)(3) 15,000 0     SKILLED CAREERS
(62) COMMUNITY OF CHANGE
309 COUNTY ST SUITE 203
PORTSMOUTH,VA23704
81-2315327 501(C)(3) 10,000 0     PORTSMOUTH PRIDE FEST '23
(63) COMMUNITY OF FAITH MISSION INC
PO BOX 6357
WILLIAMSBURG,VA23188
90-0967936 501(C)(3) 50,000 0     COFM EMERGENCY SHELTER PROGRAM
(64) COMMUNITY TRANSFORMERS FOUNDATION
12750 JEFFERSON DAVIS HWY 145
CHESTER,VA23831
83-2275897 501(C)(3) 15,000 0     FOOD SECURITY
(65) COMPASSION HOUSE 2000
358 BRIGHTWOOD AVE
HAMPTON,VA23661
31-1686733 501(C)(3) 15,000 0     HOUSING
(66) CONNECT WITH A WISH
2492 NORTH LANDING RD SUITE 102
VIRGINIA BEACH,VA23456
46-5415099 501(C)(3) 45,000 0     CONNECT TO CAREERS
(67) COOK FOUNDATION
PO BOX 1383
GLOUCESTER,VA23061
54-1894579 501(C)(3) 10,000 0     GLOUCESTER ARTS FESTIVAL SCULPTURE EXPERIENCE SPONSORSHIP PAID FOR BY ELT COST CENTER
(68) COUNCIL ON DOMESTIC VIOLENCE FOR PAGE COUNTY INC
216 W MAIN ST
LURAY,VA22835
54-1388637 501(C)(3) 15,000 0     HOUSING
(69) CREATIVE WORKS FARM INC
PO BOX 446
CRIMORA,VA24431
90-0814949 501(C)(3) 20,000 0     BEHAVIORAL HEALTH
(70) CROSSING THE BRIDGE FOUNDATION
4143 THISTLE CIRCLE
VIRGINIA BEACH,VA23462
92-0580323 501(C)(3) 10,000 0     B.T.G. COMMUNITY FEST (BRIDGE THE GAP)
(71) CROSSROADS MEDICAL MISSION
PO BOX 16852
BRISTOL,VA24209
54-2038877 501(C)(3) 150,000 0     BEHAVIORAL HEALTH
(72) CULTIVATE CHARLOTTESVILLE
PO BOX 5282
CHARLOTTESVILLE,VA22905
27-5103914 501(C)(3) 10,000 0     FOOD SECURITY
(73) CHURCH WORLD SERVICE
250 EAST ELIZABETH STREET
HARRISONBURG,VA22802
13-4080201 501(C)(3) 183,459 0     SKILLED CAREERS
(74) DEEN BALL SPORTS INC
PO BOX 7647
HAMPTON,VA23666
42-1711468 501(C)(3) 11,000 0     HEALTH EQUITY
(75) THE DEGOOD FOUNDATION
11817 CANON BLVD STE 402
NEWPORT NEWS,VA23606
82-3264889 501(C)(3) 15,000 0     HEALTH EQUITY
(76) HOSPITAL HOSPITALITY HOUSE OF RICHMOND DBA THE DOORWAYS
612 E MARSHALL STREET
RICHMOND,VA23219
54-1240348 501(C)(3) 25,000 0     BEHAVIORAL HEALTH
(77) DOWNTOWN SOUTH BOSTON FARMERS MARKET
432 MAIN STREET
SOUTH BOSTON,VA24592
85-1553644 501(C)(3) 15,000 0     HEALTH EQUITY
(78) DREAM HUNT & FISHING PROGRAM
809 WESTWOOD DR
ELIZABETH CITY,NC27909
45-1157607 501(C)(3) 13,060 0     OUTDOOR ADVENTURE AND SURF, SOUND AND SAND; RIVER, SOUND, AND WOODLAND CAMPS
(79) EASTERSEALS UCP NORTH CAROLINA & VIRGINIA INC
5171 GLENWOOD AVENUE SUITE 400
RALEIGH,NC27612
56-0670676 501(C)(3) 35,000 0     BEHAVIORAL HEALTH
(80) EDUCATIONAL SERVICES OF HAMPTON ROADS INC
2433 LLOYD DR
CHESAPEAKE,VA23325
20-3264009 501(C)(3) 15,000 0     COMMUNITY HEALTH FAIR FOR MEN
(81) EDUSTAR PERFORMING ARTS SOCIETY INC
424 CATALPA AVE
HAMPTON,VA23661
03-0554350 501(C)(3) 10,000 0     GRANT FOR EDUSTAR CAMP
(82) EGGLESTON
5145 EAST VIRGINIA BEACH BLVD
NORFOLK,VA23502
54-0602238 501(C)(3) 10,000 0     COMMUNITY ENGAGEMENT, EDUCATION, OTHER SOCIAL DETERMINANTS
(83) ELIZABETH CITY DOWNTOWN INC A REVITALIZATION CORPORATION
201 E MAIN ST
ELIZABETH CITY,NC27909
56-1621231 501(C)(3) 15,000 0     2023 NORTH CAROLINA POTATO FESTIVAL
(84) ELIZABETH CITY HABITAT FOR HUMANITY
422 MCARTHUR DR
ELIZABETH CITY,NC27909
56-1723668 501(C)(3) 15,000 0     NEW HOME CONSTRUCTION
(85) ELIZABETH CITY-PASQUOTANK PUBLIC SCHOOL FOUNDATION INC
1200 HALSTEAD BLVD
ELIZABETH CITY,NC27909
56-1715284 501(C)(3) 40,000 0     COMMUNITY ENGAGEMENT, EDUCATION, OTHER SOCIAL DETERMINANTS
(86) ELIZABETH CITY STATE UNIVERSITY FOUNDATION
PO BOX 1467
ELIZABETH CITY,NC27906
23-7115345 501(C)(3) 100,000 0     SENTARA SCHOLARS PROGRAM GRANT
(87) ELKTON AREA UNITED SERVICES
15386 OLD SPOTSWOOD TRAIL
ELKTON,VA22827
54-1020432 501(C)(3) 10,000 0     ELKTON AREA UNITED SERVICES FOOD PANTRY MAKING A DIFFERENCE
(88) EMPOWERING TRANSGENDER SERVICES INC
446 EFFINGHAM ST 302
PORTSMOUTH,VA23704
84-3276856 501(C)(3) 19,400 0     LGBTQ+ HOUSING DISPARITIES BRIDGING THE GAP
(89) EMPOWERMENT CENTER FOR CHILDREN YOUTH AND FAMILIES
100 E OCEAN VIEW AVE APT 803
NORFOLK,VA23503
20-1448015 501(C)(3) 16,900 0     FOOD SECURITY
(90) ENVISION LEAD GROW
1215 N MILITARY HWY
NORFOLK,VA23502
81-4671522 501(C)(3) 15,000 0     COMMUNITY ENGAGEMENT, EDUCATION, OTHER SOCIAL DETERMINANTS
(91) EASTERN VIRGINIA MEDICAL SCHOOL
PO BOX 1980
NORFOLK,VA23501
54-6055378 501(C)(3) 45,450,000 0     TRANSITION, MISSION AND RELATIONAL SUPPORT; LEADERSHIP RECRUITMENT
(92) FAITH & VICTORY CHRISTIAN CHURCH
1046 1/2 HORSESHOE RD
ELIZABETH CITY,NC27909
56-1778021 501(C)(3) 13,000 0     HEALTHY LIVING
(93) FAITH RECOVERY
325 EWELL ROAD
WILLIAMSBURG,VA23188
54-1162684 501(C)(3) 40,000 0     BEHAVIORAL HEALTH
(94) FAMILY LIFELINE
2325 WEST BROAD STREET
RICHMOND,VA23220
54-0737133 501(C)(3) 75,000 0     BEHAVIORAL HEALTH
(95) FATHERHOOD FOUNDATION OF VA
2101 MAYWILL STREET
RICHMOND,VA23230
59-3766981 501(C)(3) 25,000 0     COMMUNITY ENGAGEMENT, EDUCATION, OTHER SOCIAL DETERMINANTS
(96) FLUVANNA MEALS ON WHEELS INC
105 CROFTON PLAZA SUITE 8
PALMYRA,VA22963
26-0185272 501(C)(3) 12,000 0     PANTRY FOOD BAG PROGRAM
(97) FOOD BANK OF THE ALBERMARLE
109 TIDEWATER WAY
ELIZABETH CITY,NC27909
56-1341658 501(C)(3) 67,661 0     FOOD SECURITY
(98) FOUNDATION FOR FAMILY AND COMMUNITY HEALING
4205 HILLCREST RD
RICHMOND,VA23225
83-2145410 501(C)(3) 10,000 0     BEHAVIORAL HEALTH
(99) FIRM FOUNDATION OF VIRGINIA
7 TIDAL COURT
PORTSMOUTH,VA23703
30-0799012 501(C)(3) 9,550 0     BEHAVIORAL HEALTH
(100) FREE FOUNDATION FOR REHABILITATION EQUIPMENT AND ENDOWMENT
PO BOX 8873
ROANOKE,VA24014
54-1934695 501(C)(3) 45,500 0     F.R.E.E. OF SOUTH HAMPTON ROADS AND F.R.E.E. OF WILLIAMSBURG
(101) FRIENDS OF DUNBAR
1095 WINNSVILLE RD
BREMO BLUFF,VA23022
92-3881127 501(C)(3) 15,000 0     HEALTH EQUITY
(102) FRIENDS OF NEWPORT NEWS FIRE DEPARTMENT INC
956 NICKLAUS DR
NEWPORT NEWS,VA23602
81-2608853 501(C)(3) 7,000 0     HEALTH EQUITY
(103) GATEWAY COMMUNITY HEALTH
PO BOX 25657
RICHMOND,VA23260
85-2326653 501(C)(3) 75,000 0     BEHAVIORAL HEALTH
(104) GEMEINSCHAFT HOME
PO BOX 288
HARRISONBURG,VA22803
54-1326987 501(C)(3) 15,000 0     HOUSING
(105) GEORGE MASON UNIVERSITY FOUNDATION INC
4400 UNIVERSITY DR
FAIRFAX,VA22030
54-1603842 501(C)(3) 100,000 0     HEALTHY MINDS, HEALTHY COMMUNITIES: SUPPORT AND SKILLS FOR EVERYONE
(106) GIRL SCOUTS OF VIRGINIA SKYLINE COUNCIL INC
5488 YELLOW MOUNTAIN RD
ROANOKE,VA24014
54-0737207 501(C)(3) 8,400 0     HEALTH EQUITY
(107) GIRLS ON THE RUN HAMPTON ROADS
5817 WESLEYAN DR
VIRGINIA BEACH,VA23455
38-3777474 501(C)(3) 7,800 0     PROGRAM EXPANSION IN PORTSMOUTH
(108) GLOUCESTER ARTS ON MAIN INC
6580 MAIN STREET
GLOUCESTER,VA23061
45-2946669 501(C)(3) 5,500 0     COMMUNITY ENGAGEMENT, EDUCATION, OTHER SOCIAL DETERMINANTS
(109) HABITAT FOR HUMANITY OF GREATER CHARLOTTESVILLE
967 2ND ST SE
CHARLOTTESVILLE,VA22902
54-1574925 501(C)(3) 100,000 0     THE SOUTHWOOD HEALTHY REHOUSING PROGRAM (SHRP)
(110) GREATER JOY CHURCH OF GOD IN CHRIST
72 WALNUT AVE
NEWPORT NEWS,VA23607
16-1644460 501(C)(3) 7,500 0     HEALTH EQUITY
(111) GREATER PENINSULA CARES FOUNDATION INC
5405 ROANOKE AVE
NEWPORT NEWS,VA23605
88-4417440 501(C)(3) 248,400 0     COMMUNITY CARING
(112) GREATER RICHMOND FIT4KIDS INC
2101 MAYWILL ST
RICHMOND,VA23230
27-2817718 501(C)(3) 20,000 0     RICHMOND FOOD JUSTICE ALLIANCE AND FIT4KIDS COMMUNITY ENGAGEMENT
(113) GREEN RUN COLLEGIATE FOUNDATION
1700 DAHLIA DRIVE 400
VIRGINIA BEACH,VA23452
45-5405287 501(C)(3) 20,000 0     COMMUNITY ENGAGEMENT, EDUCATION, OTHER SOCIAL DETERMINANTS
(114) HABITAT FOR HUMANITY OF SOUTH HAMPTON ROADS
900 TIDEWATER DRIVE
NORFOLK,VA23504
54-1476409 501(C)(3) 200,000 0     2023 SPRING GRANT
(115) HABITAT FOR HUMANITY PENINSULA & GREATER WILLIAMSBURG
11011 WARWICK BLVD
NEWPORT NEWS,VA23601
52-1431619 501(C)(3) 104,000 0     2024 HABITAT HOUSE PARTNERSHIP
(116) HALIFAX COUNTY CANCER ASSOCIATION
29 SOUTH MAIN STREET
HALIFAX,VA24558
54-0848343 501(C)(3) 10,000 0     COMMUNITY ENGAGEMENT, EDUCATION, OTHER SOCIAL DETERMINANTS
(117) HALIFAX COUNTY HIGH SCHOOL
1 HIGH SCHOOL CIRCLE PO BOX 310
SOUTH BOSTON,VA24592
54-6003709 501(C)(3) 12,000 0     COMMUNITY ENGAGEMENT, EDUCATION, OTHER SOCIAL DETERMINANTS
(118) HAMPTON ROADS ECUMENICAL LODGINGS & PROVISIONS INC
PO BOX 190
HAMPTON,VA23669
54-1209213 501(C)(3) 90,000 0     A NIGHT'S WELCOME WINTER SHELTER PROGRAM
(119) HAMPTON ROADS POLICE ATHLETIC LEAGUE
1 YMCA WAY
HAMPTON,VA23669
87-3990540 501(C)(3) 15,000 0     BEHAVIORAL HEALTH
(120) HAMPTON ROADS PRIDE
PO BOX 41082
NORFOLK,VA23541
54-1865280 501(C)(3) 50,000 0     HAMPTON ROADS PRIDE FESTIVAL
(121) HAMPTON ROADS URBAN AGRICULTURE
5222 FORESTDALE DR
PORTSMOUTH,VA23703
85-1277246 501(C)(3) 10,000 0     HRUA FOOD SECURITY PROJECT
(122) HAMPTON UNIVERSITY
100 EAST QUEEN ST
HAMPTON,VA23668
54-0505990 501(C)(3) 85,000 0     SENTARA PARTNERSHIP: INCREASING UNDERSERVED REPRESENTATION IN HEALTHCARE
(123) THE HEADSTRONG PROJECT INC
PO BOX 412572
BOSTON,MA02241
45-5261907 501(C)(3) 50,000 0     BEHAVIORAL HEALTH
(124) HEALING WHEELS
303 EAST BURWELL ST
SALEM,VA24153
93-2984256 501(C)(3) 9,600 0     HEALTH EQUITY
(125) HEALTH BRIGADE
1010 N THOMPSON STREET
RICHMOND,VA23230
54-0927792 501(C)(3) 15,000 0     BEHAVIORAL HEALTH
(126) HEALTHY HEARTS PLUS II
705 TWIN RIDGE LANE
NORTH CHESTERFIELD,VA23235
54-1958577 501(C)(3) 15,017 0     HEALTH EQUITY
(127) HEBRON VA INC
1679 BRANDON AVENUE
PETERSBURG,VA23805
47-5612073 501(C)(3) 10,000 0     ROCKS & RULERS SUMMER/FALL FUN PROGRAM
(128) HERE FOR THE GIRLS INC
1309 JAMESTOWN ROAD STE 204
WILLIAMSBURG,VA23185
26-0606190 501(C)(3) 6,000 0     THE H4TG AMBASSADOR PROGRAM
(129) HERO KIDS FOUNDATION
1474 COPELAND ROAD
SUFFOLK,VA23434
46-3993070 501(C)(3) 15,000 0     BEHAVIORAL HEALTH
(130) HITTING CANCER BELOW THE BELT INC
13801 TURTLE HILL ROAD
MIDLOTHIAN,VA23112
46-1581123 501(C)(3) 17,000 0     HOUSING
(131) HJ LANG FOUNDATION
209 STARLING CIRCLE
NEWPORT NEWS,VA23606
81-4703905 501(C)(3) 10,000 0     CHURCH STREET JAZZ SERIES
(132) HOLY NAME CHURCH OF JESUS INC
341 DENISON ST
BALTIMORE,MD21229
52-1657881 501(C)(3) 50,000 0     JESUS FOOD BANK GRANT PAID FOR BY SENTARA COMMUNITY CARE
(133) HORIZONS HAMPTON ROADS INC
7336 GRANBY ST
NORFOLK,VA23505
54-1946180 501(C)(3) 40,000 0     2023 SPRING GRANT AWARD FOCUS ON THE FUTURE: ADVANCING WORK READINESS & OVERALL WELL-BEING
(134) HOSPICE HOUSE OF WILLIAMSBURG
4445 POWHATAN PKWY
WILLIAMSBURG,VA23188
52-1289657 501(C)(3) 10,000 0     ELEGANT CULINARY AFFAIRE
(135) HOUSE OF HOPE
206 S RIDGE ST
DANVILLE,VA24541
26-3994804 501(C)(3) 32,000 0     HOUSE OF HOPE EMERGENCY SHELTER
(136) HOUSING FAMILIES FIRST
3900 NINE MILE ROAD
HENRICO,VA23223
54-1995917 501(C)(3) 25,000 0     HOUSING
(137) HOUSING PARTNERSHIPS INC
115 PALACE LANE
WILLIAMSBURG,VA23185
54-1352365 501(C)(3) 50,000 0     HOUSING
(138) IN THE GAP INC
2545 TIDEWATER DRIVE
NORFOLK,VA23504
88-2483918 501(C)(3) 15,000 0     FOOD SECURITY
(139) INTERFAITH COMMUNITY OUTREACH
PO BOX 1663
KILL DEVIL HILLS,NC27948
22-3902355 501(C)(3) 15,000 0     BEHAVIORAL HEALTH
(140) JEFFERSON AREA BOARD FOR AGING INC
674 HILLSDALE DR SUITE 9
CHARLOTTESVILLE,VA22901
54-0990078 501(C)(3) 25,000 0     JABA INSURANCE COUNSELING
(141) JACKSON HEALTH FOUNDATION
1500 NW 12TH AVE
MIAMI,FL33136
65-0077727 501(C)(3) 89,025 0     HOUSING
(142) JAMES MADISON UNIVERSITY
220 UNIVERSITY BOULEVARD MSC 9007
HARRISONBURG,VA22801
54-6001756 501(C)(3) 14,663 0     SKILLED CAREERS
(143) JUNIOR ACHIEVEMENT OF GREATER HAMPTON ROADS INC
4460 CORPORATION LANE STE 206
VIRGINIA BEACH,VA23462
54-0799839 501(C)(3) 10,000 0     HAMPTON ROADS BUSINESS HALL OF FAME SPONSORSHIP
(144) KENNEDYS ANGEL GOWNS
1113 LAWSON COVE CIRCLE
VIRGINIA BEACH,VA23455
81-3881923 501(C)(3) 45,000 0     2023 KENNEDY'S ANGEL GALA SPONSORSHIP
(145) KIDS FIRST INC
1825 W CITY DR SUITE A
ELIZABETH CITY,NC27909
58-1919028 501(C)(3) 70,000 0     COMPREHENSIVE EVIDENCE-BASED CHILD ABUSE TREATMENT SERVICES
(146) LA CASA DE LA SALUD
2201 BIRNAM WOODS CT
MIDLOTHIAN,VA23112
47-2220416 501(C)(3) 14,500 0     HEALTH EQUITY
(147) LATINOS IN VIRGINIA EMPOWERMENT CENTER
9513 HULL STREET ROAD SUITE B
NORTH CHESTERFIELD,VA23236
83-2446635 501(C)(3) 15,000 0     BEHAVIORAL HEALTH
(148) LATISHA'S HOUSE FOUNDATION
421 BULIFANTS BLVD APT 202
WILLIAMSBURG,VA23188
90-0949431 501(C)(3) 15,000 0     HOUSING
(149) LEAD VIRGINIA
6800 PARAGON PLACE SUITE 450
RICHMOND,VA23230
59-3806367 501(C)(3) 15,000 0     LEAD VIRGINIA 2023
(150) LEES FRIENDS
7400 HAMPTON BLVD
NORFOLK,VA23505
54-1533488 501(C)(3) 50,000 0     ACCESS TO CARE
(151) LENDING HELPING HANDS
4015 CLODFELTER DR
RICHMOND,VA23237
86-1272212 501(C)(3) 10,600 0     HOUSING
(152) LEUKEMIA & LYMPHOMA SOCIETY - TEAM WARRIORS FOR WELLNESS
344 MAPLE AVENUE 227
VIENNA,VA22180
13-5644916 501(C)(3) 50,000 0     LIGHT THE NIGHT SPONSORSHIP
(153) LGBT LIFE CENTER
5360 ROBIN HOOD ROAD SUITE 202
NORFOLK,VA23513
54-1545157 501(C)(3) 15,000 0     LIGHT THE NIGHT SPONSORSHIP
(154) LIFE ENRICHMENT CENTER OF NORFOLK
230 WEST BUTE STREET
NORFOLK,VA23510
04-3751345 501(C)(3) 25,000 0     20TH ANNIVERSARY LEC ANNUAL GALA
(155) LIFTPD
2252 HERMITAGE RD
RICHMOND,VA23220
87-1812327 501(C)(3) 7,500 0     LIFTPD LIFTOFF
(156) LISC
501 SEVENTH AVE 7TH FLOOR
NEW YORK,NY10018
13-3030229 501(C)(3) 1,000,000 0     LISC-SENTARA PARTNERSHIP
(157) LORTON COMMUNITY ACTION CENTER
PO BOX 154
LORTON,VA22199
51-0181451 501(C)(3) 60,000 0     ALL CAN BE HEALTHY INITIATIVE
(158) MAKE-A-WISH FOUNDATION OF GREATER VIRGINIA
2810 N PARHAM RD
RICHMOND,VA23294
54-1429614 501(C)(3) 10,000 0     GRANTING WISHES IN FY24
(159) THE MARINERS' MUSEUM AND PARK
100 MUSEUM DRIVE
NEWPORT NEWS,VA23606
54-0541801 501(C)(3) 15,000 0     HEALTH EQUITY
(160) MBL FOUNDATION INC
1717 E CARY STREET
RICHMOND,VA23234
77-0698911 501(C)(3) 20,000 0     COMMUNITY ENGAGEMENT, EDUCATION, OTHER SOCIAL DETERMINANTS
(161) MEDICAL CARE FOR CHILDREN PARTNERSHIP FOUNDATION
6699 SPRINGFIELD CENTER DRIVE SUITE
303
SPRINGFIELD,VA22150
26-1756738 501(C)(3) 75,000 0     ACCESS TO CARE
(162) MEDICAL COLLEGE OF VIRGINIA FOUNDATION
1021 EAST CARY STREET
RICHMOND,VA23219
54-6053660 501(C)(3) 10,000 0     VCU COLLEGE OF HEALTH PROFESSIONS DEPT. OF HEALTH ADMINISTRATION 75TH ANNIVERSARY CELEBRATION
(163) MEALS ON WHEELS OF CHARLOTTESVILLE- ALBEMARLE
704 ROSE HILL DRIVE
CHARLOTTESVILLE,VA22903
54-1061454 501(C)(3) 11,000 0     FOOD SECURITY
(164) MEDIATION CENTER OF CHARLOTTESVILLE
PO BOX 133
CHARLOTTESVILLE,VA22902
20-0199872 501(C)(3) 15,000 0     BEHAVIORAL HEALTH
(165) MEDICAL SOCIETY OF VIRGINIA FOUNDATION
2924 EMERYWOOD PARKWAY SUITE 300
RICHMOND,VA23294
52-1394768 501(C)(3) 20,000 0     2023 MEDICAL SOCIETY OF VIRGINIA FOUNDATION PHYSICIANS GALA TO BENEFIT MSVF PROGRAMS
(166) MENCHVILLE HOUSE MINISTRIES INC
PO BOX 22687
NEWPORT NEWS,VA23609
54-1912824 501(C)(3) 23,000 0     HOUSING
(167) MENTAL HEALTH AMERICA OF VIRGINIA
2008 BREMO ROAD SUITE 101
RICHMOND,VA23226
54-0534103 501(C)(3) 25,000 0     BEHAVIORAL HEALTH
(168) MERCY CHEFS
711 WASHINGTON ST
PORTSMOUTH,VA23704
20-5050449 501(C)(3) 100,000 0     FOOD SECURITY
(169) MISSION DENTAL VIRGINIA INC
15325 LEE HWY
BRISTOL,VA24202
83-3820038 501(C)(3) 90,000 0     SKILLED CAREERS
(170) MOUNT PLEASANT BAPTIST CHURCH
934 WEST LITTLE CREEK ROAD
NORFOLK,VA23505
54-1260921 501(C)(3) 15,000 0     FOOD SECURITY
(171) NASIA FOUNDATION
739 HIGH ST
PORTSMOUTH,VA23704
85-0831541 501(C)(3) 10,000 0     SPONSORSHIP
(172) NATIONAL MS SOCIETY VIRGINIA-WEST VIRGINIA CHAPTER
4200 INNSLAKE DR STE 301
GLEN ALLEN,VA23060
13-5661935 501(C)(3) 10,000 0     WALK MS VA BEACH & BIKE MS
(173) NEXT STEP TO SUCCESS
443 KEMPSVILLE RD
NORFOLK,VA23502
88-2408724 501(C)(3) 20,000 0     SKILLED CAREERS
(174) NETWORK OF REGIONAL ADVOCACY
501 INDEPENDENCE PARKWAY SUITE 350
CHESAPEAKE,VA23513
87-4727709 501(C)(3) 273,690 0     ACCESS TO CARE
(175) NORFOLK BOTANICAL GARDEN INC
6700 AZALEA GARDEN ROAD
NORFOLK,VA23518
54-0788933 501(C)(3) 500,000 0     NBGS BLOOM PROGRAM FOR A HEALTHY COMMUNITY: A GARDEN OF TOMORROW INITIATIVE
(176) NORFOLK FESTEVENTS LTD
120 W MAIN ST
NORFOLK,VA23510
54-1118356 501(C)(3) 20,000 0     SAIL250 VIRGINIA, JUNETEENTH FESTIVAL IN THE PARK, SPONSORSHIP
(177) NORFOLK FORUM
PO BOX 11114
NORFOLK,VA23517
54-6053037 501(C)(3) 25,000 0     SPONSORSHIP
(178) NORFOLK SPANISH SDA CHURCH
6901 NEWPORT AVE
NORFOLK,VA23608
37-1736020 501(C)(3) 15,000 0     COMMUNITY ENGAGEMENT, EDUCATION, OTHER SOCIAL DETERMINANTS
(179) NORFOLK STATE UNIVERSITY
700 PARK AVENUE
NORFOLK,VA23504
54-6002808 501(C)(3) 100,000 0     IMPROVING HISTORICALLY UNDERREPRESENTED MINORITY ACCESS TO HEALTHCARE CAREERS
(180) NORTHERN NECK HEALTH INC
376 MAIN ST STE 103
WARSAW,VA22572
82-2249307 501(C)(3) 14,916 0     BEHAVIORAL HEALTH
(181) NORTHERN VIRGINIA EMERGENCY MEDICAL SERVICES COUNCIL
7250 HERITAGE VILLAGE PLAZA
GAINESVILLE,VA20155
51-0252558 501(C)(3) 36,681 0     SPANISH STROKE SMART 30-MINUTE TRAIN THE TRAINER VIDEO
(182) NORTHERN VIRGINIA FOOD RESCUE
10535 BATTLEVIEW PKWY
MANASSAS,VA20109
85-3050369 501(C)(3) 65,000 0     NORTHERN VIRGINIA FOOD RESCUE
(183) NOVA SCRIPTSCENTRAL INC
6400 ARLINGTON BOULEVARD SUITE 120
FALLS CHURCH,VA22042
65-1275162 501(C)(3) 75,000 0     MEDICATION ACCESS
(184) OLD DOMINION EMERGENCY MEDICAL SERVICES
7818 E PARHAM ROAD 911
RICHMOND,VA23294
54-1459246 501(C)(3) 16,678 0     EMERGENCY MEDICAL SERVICES (EMS) MEDICATION KIT PROJECT
(185) OLD DOMINION UNIVERSITY RESEARCH FOUNDATION
4111 MONARCH WAY SUITE 204
NORFOLK,VA23529
54-6068198 501(C)(3) 15,000 0     SKILLED CAREERS
(186) OLDE TOWNE MEDICAL & DENTAL CENTER
5249 OLDE TOWNE RD
WILLIAMSBURG,VA23188
54-1663905 501(C)(3) 250,000 0     ACCESS TO CARE
(187) OLIVET MEDICAL MINISTRY INC DBA LACKEY CLINIC
1620 OLD WILLIAMSBURG RD
YORKTOWN,VA23690
54-1850915 501(C)(3) 100,000 0     COMPREHENSIVE, ADAPTIVE, COST-EFFECTIVE CARE
(188) ON OUR OWN CHARLOTTESVILLE
123 4TH STREET NW
CHARLOTTESVILLE,VA22903
54-1583431 501(C)(3) 20,000 0     BEHAVIORAL HEALTH
(189) OPEN DOORS
358 S MAIN ST
HARRISONBURG,VA22801
11-3835381 501(C)(3) 105,000 0     HOUSING
(190) ORANGE FREE CLINIC INC
101 C WOODMARK ST
ORANGE,VA22960
25-1922019 501(C)(3) 20,000 0     MENTAL HEALTH COUNSELING
(191) ORGANIZATION TO PROVIDE EQUAL ACCESS TO TECHNOLOGY INC
209 PLAINS DR
BURLINGTON,NC27217
20-1093477 501(C)(3) 25,000 0     SILVERTECH
(192) PAIDEIA GLOBAL VISION INC
1022 AIRPORT RD
BRIDGEWATER,VA22812
47-2482429 501(C)(3) 7,500 0     FOOD SECURITY
(193) PARK PLACE HEALTH AND DENTAL CLINIC
606 W 29TH ST
NORFOLK,VA23508
45-3086608 501(C)(3) 47,500 0     PARK PLACE DENTAL CLINIC
(194) PARTNERSHIP DEVELOPMENT FOUNDATION
719 HIGH ST
PORTSMOUTH,VA23704
75-3193664 501(C)(3) 25,000 0     SKILLED CAREERS
(195) PATCHWORK PANTRY
70 S HIGH ST
HARRISONBURG,VA22801
54-1618789 501(C)(3) 15,000 0     FOOD SECURITY
(196) PATH PARTNERSHIPS
321 WALKER DRIVE
WARRENTON,VA20186
85-1911943 501(C)(3) 10,000 0     COMMUNITY ENGAGEMENT, EDUCATION, OTHER SOCIAL DETERMINANTS
(197) PATHWAY HOMES INC
10201 FAIRFAX BOULEVARD SUITE 200
FAIRFAX,VA22030
54-1041459 501(C)(3) 50,000 0     PERMANENT SUPPORTIVE HOUSING
(198) PATRIOTIC FESTIVAL
3212 STAPLEFORD CHASE
VIRGINIA BEACH,VA23452
46-1601615 501(C)(3) 30,000 0     2023 PATRIOTIC FESTIVAL SPONSORSHIP
(199) PEAKE CHILDHOOD CENTER
1306 THOMAS STREET
HAMPTON,VA23669
54-0890222 501(C)(3) 130,000 0     FOOD SECURITY
(200) PENINSULA AGENCY ON AGING
4551 JOHN TYLER HWY
WILLIAMSBURG,VA23185
51-0151069 501(C)(3) 33,000 0     HOME DELIVERED MEALS
(201) PENINSULA EMERGENCY MEDICAL SERVICE COUNCIL INC
6898 MAIN ST
GLOUCESTER,VA23061
54-1064500 501(C)(3) 109,945 0     REGIONAL EMS SYSTEM COORDINATION
(202) PETERSBURG LIBRARY FOUNDATION INC
PO BOX 3435
PETERSBURG,VA23805
74-3090885 501(C)(3) 100,505 0     FOOD SECURITY
(203) PHILIPPINE NURSES ASSOCIATION OF VIRGINIA INC
1900 EDNA WAY
VIRGINIA BEACH,VA23464
54-1446388 501(C)(3) 10,500 0     COMMUNITY ENGAGEMENT, EDUCATION, OTHER SOCIAL DETERMINANTS
(204) PIEDMONT REGIONAL DENTAL CLINIC INC
13296 JAMES MADISON HIGHWAY
ORANGE,VA22960
27-0625764 501(C)(3) 15,000 0     HEALTH EQUITY
(205) PIEDMONT VIRGINIA COMMUNITY COLLEGE EDUCATIONAL FOUNDATION
501 COLLEGE DRIVE
CHARLOTTESVILLE,VA22902
52-1241773 501(C)(3) 250,000 0     SKILLED CAREERS
(206) PIN MINISTRY
1164 MILLERS LANE SUITE A
VIRGINIA BEACH,VA23451
41-2126841 501(C)(3) 97,000 0     EMPLOYEE SURVEY YEAR END GIFT
(207) PORTSMOUTH REDEVELOPMENT AND HOUSING AUTHORITY
3113 SOUTH ST
PORTSMOUTH,VA23707
54-6001516   50,000 0     A NEW DAY
(208) POSTPARTUM SUPPORT VIRGINIA
205 BARRIE PLACE
FREDERICSKBURG,VA22405
26-3029233 501(C)(3) 21,000 0     BEHAVIORAL HEALTH
(209) PRIMEPLUS SENIOR CENTERS
7300 NEWPORT AVENUE 100
NORFOLK,VA23505
54-1118218 501(C)(3) 50,000 0     BEHAVIORAL HEALTH
(210) PRINCE WILLIAM COUNTY COMMUNITY FOUNDATION INC
PO BOX 5148
WOODBRIDGE,VA22194
82-4105362 501(C)(3) 25,000 0     COMMUNITY ENGAGEMENT, EDUCATION, OTHER SOCIAL DETERMINANTS
(211) PRINCE WILLIAM COUNTY EDUCATION FOUNDATION
PO BOX 389
MANASSAS,VA20108
54-1498824 501(C)(3) 15,400 0     BEHAVIORAL HEALTH
(212) PROJECT CONNECTION FOUNDATION
128 CASTILIAN DRIVE
VIRGINIA BEACH,VA23462
82-2775573 501(C)(3) 13,500 0     HEALTH EQUITY
(213) PROJECT NANA INC
1215 MILITARY HIGHWAY
NORFOLK,VA23502
45-4498467 501(C)(3) 20,000 0     SEASONED WOMEN'S HEALTH SUMMIT
(214) QUALITY OF LIFE INC
5602 VIRGINIA BEACH BLVD SUITE 203
VIRGINIA BEACH,VA23462
81-3330208 501(C)(3) 16,000 0     BEHAVIORAL HEALTH
(215) RAEGAN SHARNAE WAY
208 CRESTON CT
CHESAPEAKE,VA23323
87-3139251 501(C)(3) 6,000 0     BEHAVIORAL HEALTH
(216) REACH INC (READING ENRICHES ALL CHILDREN)
5802 E VIRGINIA BEACH BLVD SUITE
158
NORFOLK,VA23502
54-1918686 501(C)(3) 12,500 0     THE BIG FREE BOOKSTORE
(217) READING AND MATH INC
1200 S WASHINGTON AVE 310
MINNEAPOLIS,MN55415
47-2306902 501(C)(3) 100,000 0     BEHAVIORAL HEALTH
(218) RECK LEAGUE
101 S FIR AVENUE
VIRGINIA BEACH,VA23452
82-0721403 501(C)(3) 15,000 0     JR NIGHTHAWK PROJECT
(219) RECOVERING HANDS
4067 BEULAH RD
NATHALIE,VA24577
47-3957386 501(C)(3) 30,000 0     BEHAVIORAL HEALTH
(220) RECOVERY FOR LIFE
228 N LYNNHAVEN RD 118
VIRGINIA BEACH,VA23452
54-2047084 501(C)(3) 25,000 0     BEHAVIORAL HEALTH
(221) REGENT UNIVERSITY
1000 REGENT UNIVERSITY DRIVE
VIRGINIA BEACH,VA23464
54-1061178 501(C)(3) 25,000 0     BEHAVIORAL HEALTH
(222) REMIND U WELLNESS AND OUTREACH
201 HAWSER BEND
NEWPORT NEWS,VA23606
88-3513555 501(C)(3) 7,500 0     THE EXHALE SUMMIT: REPLENISH YOU
(223) RIVER CITY COMMUNITY DEVELOPMENT CORPORATION
501 E MAIN ST
ELIZABETH CITY,NC27909
56-1709321 501(C)(3) 30,000 0     JUNETEENTH 2023 - LOOKING BACK ... HOW STORIES OF HOW FAR
(224) RIVER CITY DREAMS LLC
10974 LITTLE FIVE LOOP
GLEN ALLEN,VA23059
99-0947489 501(C)(3) 15,500 0     COMMUNITY ENGAGEMENT, EDUCATION, OTHER SOCIAL DETERMINANTS
(225) THE RIVER ELLIS FOUNDATION
508 N BIRDNECK RD SUITE L
VIRGINIA BEACH,VA23451
84-2501560 501(C)(3) 12,500 0     2023 SUNSET LUAU
(226) THE FOUNTAIN FUND
233 4TH ST NW
CHARLOTTESVILLE,VA22903
81-3741447 501(C)(3) 50,000 0     INCREASING ECONOMIC OPPORTUNITIES FOR FORMERLY INCARCERATED PEOPLE IN CENTRAL VIRGINIA
(227) ROC SOLID FOUNDATION INC
5164 W MILITARY HWY SUITE 100
CHESAPEAKE,VA23321
26-4082283 501(C)(3) 10,000 0     COMMUNITY ENGAGEMENT, EDUCATION, OTHER SOCIAL DETERMINANTS
(228) ROCKINGHAM COUNTY
20 E GAY ST
HARRISONBURG,VA22802
54-6001582   15,000 0     VEHICLE FOR CIT
(229) RUSH HOMES
PO BOX 3305
LYNCHBURG,VA24503
31-1519694 501(C)(3) 100,000 0     HOUSING
(230) RVA757 CONNECTS
2601 FLOYD AVENUE
RICHMOND,VA23220
84-4486132 501(C)(3) 20,000 0     CORPORATE PLEDGE
(231) RX PARTNERSHIP
1500 FOREST AVE SUITE 201
RICHMOND,VA23229
57-1186937 501(C)(3) 38,000 0     RXP: MEDICATION ACCESS FOR THE UNINSURED
(232) THE SALVATION ARMY- HAMPTON ROADS AREA COMMAND
5525 RABY ROAD
NORFOLK,VA23502
58-0660607 501(C)(3) 105,000 0     THE JOSHUA CHALLENGE
(233) SALVATION ARMY-CHARLOTTESVILLE
207 RIDGE STREET
CHARLOTTESVILLE,VA22903
58-0660607 501(C)(3) 100,000 0     THE JOSHUA CHALLENGE
(234) SCHOLARSHIP AMERICA INC
PO BOX 772514
DETROIT,MI48277
04-2296967 501(C)(3) 397,973 0     2023 SCHOLARSHIP AWARDS
(235) SERVICE DOGS OF VIRGINIA INC
PO BOX 408
CHARLOTTESVILLE,VA22902
54-1962908 501(C)(3) 15,000 0     HOUSING
(236) SHENANDOAH ALLIANCE FOR SHELTER
PO BOX 386
WOODSTOCK,VA22664
54-1520502 501(C)(3) 20,000 0     HOUSING
(237) SHENANDOAH LGBTQ CENTER
13 WEST BEVERLEY STREET
STAUNTON,VA24401
83-4120858 501(C)(3) 22,000 0     BEHAVIORAL HEALTH
(238) SHENANDOAH NATIONAL PARK TRUST
1750 ALLIED STREET SUITE C
CHARLOTTESVILLE,VA22903
20-8685310 501(C)(3) 17,780 0     BEHAVIORAL HEALTH
(239) SLOVER LIBRARY FOUNDATION
235 E PLUME STREET
NORFOLK,VA23510
26-3772819 501(C)(3) 10,000 0     LARRY SABATO SPONSORSHIP
(240) SOCIAL & ENVIRONMENTAL ENTREPRENEURS
23564 CALABASAS ROAD SUITE 201
CALABASAS,CA91302
95-4116679 501(C)(3) 14,000 0     FOOD SECURITY
(241) SOUTHEASTERN VIRGINIA HEALTH SYSTEM
1033 28TH ST 2ND FLOOR
NEWPORT NEWS,VA23607
54-1083954 501(C)(3) 10,000 0     FOLLOW UP PRIMARY CARE FOR HOSPITAL DISCHARGE PATIENTS
(242) SOUTHERN VIRGINIA HIGHER EDUCATION CENTER
820 BRUCE ST
SOUTH BOSTON,VA24592
14-1931584 501(C)(3) 100,000 0     CAREER & TECHNICAL EDUCATION SHOWCASE AND COMMUNITY CALL TO ACTION AND COMMUNITY CALL TO ACTION
(243) SPECIAL OLYMPICS VIRGINIA INC
3212 SKIPWITH ROAD SUITE 100
RICHMOND,VA23294
54-1013637 501(C)(3) 50,000 0     BEHAVIORAL HEALTH
(244) ST JOSEPH'S VILLA
8000 BROOK RD
RICHMOND,VA23227
54-0505950 501(C)(3) 40,000 0     ST. JOSEPH'S VILLA FLAGLER HOUSING SUCCESS FUND
(245) STARBASE VICTORY INC
PO BOX 906
PORTSMOUTH,VA23705
54-1945545 501(C)(3) 25,000 0     SKILLED CAREERS
(246) STRENGTH IN PEERS INC
PO BOX 892
NEW MARKET,VA22844
81-1604006 501(C)(3) 200,000 0     SAFE & SECURE HEALING PROGRAMSENTARA COMMUNITY CARE
(247) PAUL D CAMP COMMUNITY COLLEGE FOUNDATION
100 N COLLEGE DRIVE
FRANKLIN,VA23851
54-1150926 501(C)(3) 10,000 0     FOOD SECURITY
(248) SUFFOLK MEALS ON WHEELS INC
2800 GODWIN BLVD
SUFFOLK,VA23434
54-1409613 501(C)(3) 10,000 0     FOOD SECURITY
(249) SURVIVOR VENTURES
259 GRANBY ST SUITE SUITE 250
NORFOLK,VA23510
83-2401527 501(C)(3) 85,000 0     SURVIVORS TO ENTREPRENEURS (S2E)
(250) THE AUTISM PROGRAM OF VIRGINIA
4108 E PARHAM ROAD
RICHMOND,VA23228
54-1927904 501(C)(3) 25,000 0     COMMONWEALTH AUTISM'S CAREER READINESS & EMPLOYMENT PROGRAM
(251) THE CENTER AT BELVEDERE (THE CENTER)
540 BELVEDERE BOULEVARD
CHARLOTTESVILLE,VA22901
54-0735666 501(C)(3) 15,000 0     HEALTH EQUITY
(252) THE CHESAPEAKE PEARLS INC
PO BOX 2829
CHESAPEAKE,VA23327
32-0181030 501(C)(3) 25,000 0     COMMUNITY ENGAGEMENT, EDUCATION, OTHER SOCIAL DETERMINANTS
(253) THE HAVEN AT FIRST & MARKET
2715 STANHOPE AVENUE SUITE B
NORFOLK,VA23504
47-4643172 501(C)(3) 30,000 0     ST. HELENA ELEMENTARY SCHOOL COMMUNITY OUTREACH - MEAL PREPPING FOR BUSY PARENTS!
(254) THE HOUSE INC
14000 CROWN COURT SUITE 105
WOODBRIDGE,VA22193
20-2947568 501(C)(3) 65,000 0     THE HANGRY TRUCK: A MOBILE FOOD MARKET AND STREET KITCHEN
(255) THE METRO MINISTERS CONFERENCE OF VIRGINIA (MMCVA)
418 E BUTE STREET
NORFOLK,VA23510
45-0473358   15,000 0     HEALTH EQUITY
(256) PLANNING COUNCIL
2551 ELTHAM AVENUE SUITE I
NORFOLK,VA23513
54-0505998 501(C)(3) 1,614,478 0     SPONSORSHIP
(257) THE SALVATION ARMY
185 ASHBY AVENUE
HARRISONBURG,VA22802
58-0660607 501(C)(3) 15,000 0     THE JOSHUA CHALLENGE
(258) THE UHURU FOUNDATION
300 E MAIN ST SUITE 214
CHARLOTTESVILLE,VA22902
84-2733195 501(C)(3) 25,000 0     HEALTHY, WEALTHY AND WISE
(259) THE URBAN LEAGUE OF HAMPTON ROADS
7300 NEWPORT AVE SUITE 500
NORFOLK,VA23503
54-1083985 501(C)(3) 40,000 0     MULTIPLE EVENTS FOR A FULL YEAR
(260) THE WOMENS CENTER
133 PARK ST NE
VIENNA,VA22180
23-7423496 501(C)(3) 15,000 0     ENHANCED ACCESS TO MENTAL HEALTH PROGRAM
(261) THE THIELEN FOUNDATION INC
314 FIRST AVENUE N SUITE 200
MINNEAPOLIS,MN55401
82-5085997 501(C)(3) 20,000 0     RECEIVE TO ACHIEVE CAMPAIGN SPONOSSHIP
(262) THIRD BAPTIST CHURCH
1214 VICTORIA BLVD
HAMPTON,VA23661
54-0958950 501(C)(3) 15,000 0     FOOD SECURITY
(263) THOMAS JEFFERSON EMERGENCY MEDICAL SERVICES COUNCIL
400 MARTHA JEFFERSON DRIVE
CHARLOTTESVILLE,VA22911
54-1897455 501(C)(3) 184,152 0     BEHAVIORAL HEALTH
(264) THRIVE PENINSULA
13195 WARWICK BLVD UNIT 2C
NEWPORT NEWS,VA23602
54-1857664 501(C)(3) 75,000 0     THE FOOD SECURITY PROJECT
(265) TIDEWATER ARTS OUTREACH
809 BRANDON AVENUE SUITE 300
NORFOLK,VA23517
68-0583526 501(C)(3) 20,000 0     COMMUNITY ENGAGEMENT, EDUCATION, OTHER SOCIAL DETERMINANTS
(266) TIDEWATER EMERGENCY MEDICAL SERVICES COUNCIL INC
1104 MADISON PLAZA SUITE 101
CHESAPEAKE,VA23320
54-0977032 501(C)(3) 200,100 0     TEMS HEALTHCARE EDUCATION EXPO & WHOLE BLOOD INITIATIVE
(267) TOWN OF GORDONSVILLE
112 S MAIN STREET
GORDONSVILLE,VA22942
54-6001317   15,000 0     BEHAVIORAL HEALTH
(268) TRAILS OF PURPOSE
2400 CAROLINA ROAD
CHESAPEAKE,VA23322
83-3883024 501(C)(3) 50,000 0     BEHAVIORAL HEALTH
(269) TRAUMA AIN'T NORMAL INC
739 HIGH ST
PORTSMOUTH,VA23704
88-4292545 501(C)(3) 15,000 0     WHY MY MOM 3
(270) TRIANGLE VOLUNTEER FIRE DEPARTMENT
1051 MORTONS FERRY RD
NATHALIE,VA24577
31-1692945 501(C)(3) 75,000 0     FOOD SECURITY
(271) TRUCKERS FOR A CAUSE
11340 HALIFAX RD
JAVA,VA24565
92-2063845 501(C)(3) 15,000 0     TRUCKERS FOR A CAUSE
(272) TIDEWATER FRIENDS OF FOSTER CARE INCORPORATED
999 WATERSIDE DR SUITE 103
NORFOLK,VA23510
81-2887214 501(C)(3) 35,000 0     HEALTH EQUITY
(273) UNION MISSION
5100 E VIRGINIA BEACH BLVD
NORFOLK,VA23502
54-0506427 501(C)(3) 39,755 0     2023 SPRING GRANT
(274) UNITED NEGRO COLLEGE FUND (UNCF)
701 EAST FRANKLIN ST SUITE 503
RICHMOND,VA23219
13-1624241 501(C)(3) 12,500 0     2024 HAMPTON ROADS UNCF MAYORS MASKED BALL
(275) UNITED WAY GREATER RICHMOND & PETERSBURG
7814 CAROUSEL LANE SUITE 400
RICHMOND,VA23294
23-7375346 501(C)(3) 30,000 0     EMPLOYEE SURVEY GIFT
(276) UNITED WAY OF SOUTHWEST VA
1096 OLE BERRY DRIVE
ABINGDON,VA24212
54-0718860 501(C)(3) 100,000 0     HOUSING
(277) URBAN DISCOVERY MINISTRIES
121 E VIRGINIA BEACH BLVD
NORFOLK,VA23510
54-1556498 501(C)(3) 34,064 0     BEHAVIORAL HEALTH
(278) URBAN HOPE INC
PO BOX 23171
RICHMOND,VA23223
54-1997025 501(C)(3) 135,000 0     AFFORDABLE RENTAL HOUSING
(279) URBAN RENEWAL CENTER
820 COLONIAL AVE
NORFOLK,VA23507
82-2610132 501(C)(3) 15,000 0     EVENING OF HOPE
(280) BASE ELIZABETH CITY MWR (COAST GUARD MARATHON & COAST GUARD DAY)
1664 WEEKSVILLE RD
ELIZABETH CITY,NC27909
51-0548249 501(C)(3) 8,000 0     COMMUNITY ENGAGEMENT, EDUCATION, OTHER SOCIAL DETERMINANTS
(281) VIRGINIA COMMUNITY HEALTHCARE ASSOCIATION
3831 WESTERRE PKWY STE 2
HENRICO,VA23233
54-1230284 501(C)(3) 10,000 0     COMMUNITY ENGAGEMENT, EDUCATION, OTHER SOCIAL DETERMINANTS
(282) VA FOUNDATION FOR COMMUNITY COLLEGE EDUCATION
300 ARBORETUM PLACE SUITE 390
RICHMOND,VA23236
23-7004354 501(C)(3) 255,000 0     2022-2023 SCHOLARS PROGRAM AWARD
(283) VIRGINIA HEALTH CATALYST
4200 INNSLAKE DRIVE SUITE 202
GLEN ALLEN,VA23060
27-4082359 501(C)(3) 10,000 0     COMMUNITY ENGAGEMENT, EDUCATION, OTHER SOCIAL DETERMINANTS
(284) VIRGINIA HISPANIC CHAMBER OF COMMERCE
10700 MIDLOTHIAN TURNPIKE SUITE 200
RICHMOND,VA23235
54-1989885 501(C)(6) 12,000 0     COMMUNITY ENGAGEMENT, EDUCATION, OTHER SOCIAL DETERMINANTS
(285) VA LEAGUE FOR SAFER STREETS INC
2213 ALTHEA ST
RICHMOND,VA23222
83-0939940 501(C)(3) 15,000 0     BEHAVIORAL HEALTH
(286) VIRGINIA MUSEUM OF CONTEMPORARY ART
2200 PARKS AVENUE
VIRGINIA BEACH,VA23451
23-7112328 501(C)(3) 50,000 0     ADMISSION UNDERWRITING AT VIRGINIA MOCA IN 2023
(287) VALLEY ASSOCIATES FOR INDEPENDENT LIVING INC
3210 PEOPLES DRIVE 320
HARRISONBURG,VA22801
54-1512497 501(C)(3) 25,000 0     VAIL ADAPTIVE RECREATION PROGRAM
(288) VALLEY PROGRAM FOR AGING SERVICES
975 SOUTH HIGH ST
HARRISONBURG,VA22801
54-0958526 501(C)(3) 15,000 0     MEALS ON WHEELS (MOWS)
(289) VB HOME NOW INC
104 N WITCHDUCK ROAD
VIRGINIA BEACH,VA23462
81-1460498 501(C)(3) 30,000 0     HOUSING
(290) VIRGINIA COMMONWEALTH UNIVERSITY FOUNDATION
PO BOX 843075
RICHMOND,VA23284
54-0757884 501(C)(3) 10,000 0     A NATIONAL OVATION TO L. DOUGLAS WILDER
(291) VICTORY LIFE CHRISTIAN CENTER INC
778 TRINKALOE ROAD
ELIZABETH CITY,NC27909
56-1364276 501(C)(3) 7,500 0     HEALTH EQUITY
(292) VICTORY PRAISE & WORSHIP CENTER
718 GREENLEAF ST
ELIZABETH CITY,NC27909
56-1583531 501(C)(3) 15,000 0     FOOD SECURITY
(293) NEPTUNE FESTIVAL
265 KINGS GRANT RD SUITE 102
VIRGINIA BEACH,VA23452
52-1372330 501(C)(3) 45,000 0     VIRGINIA BEACH EVENTS UNLIMITED VIRGINIA BEACH NEPTUNE FESTIVAL
(294) THE VIRGINIA AIR & SPACE CENTER
600 SETTLERS LANDING ROAD
HAMPTON,VA23669
54-1447096 501(C)(3) 60,000 0     VASSC - MUSEUMS FOR ALL SPONSORSHIP
(295) VIRGINIA ALLIANCE OF YMCAS
201 W 7TH ST STE 110
RICHMOND,VA23224
83-1217089 501(C)(3) 375,000 0     ACCESS TO CARE
(296) VIRGINIA ARTS FESTIVAL INC
440 BANK ST
NORFOLK,VA23510
54-1786140 501(C)(3) 75,000 0     VIRGINIA ARTS FESTIVAL EDUCATION PROGRAMS & DIVERSE PROGRAMMING
(297) VIRGINIA BEACH RESCUE SQUAD FOUNDATION INC
PO BOX 9204
VIRGINIA BEACH,VA23450
51-0242962 501(C)(3) 50,000 0     VB RESCUE RECRUITMENT
(298) VIRGINIA CAREER WORKS PIEDMONT
943 GLENWOOD STATION LANE
CHARLOTTESVILLE,VA22901
88-2334366 501(C)(3) 15,000 0     FOOD SECURITY
(299) VIRGINIA CENTER FOR INCLUSIVE COMMUNITIES
5511 STAPLES MILL RD SUITE 202
RICHMOND,VA23228
20-3188273 501(C)(3) 25,000 0     2024 ANNUAL PARTNERSHIP WITH VIRGINIA CENTER FOR INCLUSIVE COMMUNITIES
(300) VIRGINIA COMMEMORATIONS INC
PO BOX 1607
WILLIAMSBURG,VA23187
81-0703911 501(C)(3) 250,000 0     VIRGINIA'S COMMEMORATION OF AMERICA'S 250TH ANNIVERSARY (1776-2026)
(301) VIRGINIA COMMONWEALTH UNIVERSITY
912 W FRANKLIN PO BOX 843035
RICHMOND,VA23284
54-0757884 501(C)(3) 100,000 0     TO SUPPORT THE EDUCATIONAL, SCIENTIFIC & CHARITABLE ACTIVITIES OF VCU.
(302) VIRGINIA HEALTH CARE FOUNDATION
707 E MAIN ST SUITE 1350
RICHMOND,VA23219
54-1639924 501(C)(3) 150,000 0     BRIGHTER DAYS AHEAD: ADDRESSING VIRGINIAS MENTAL HEALTH CRISIS
(303) VIRGINIA HOSPITAL RESEARCH AND EDUCATION FOUNDATION
4200 INNSLAKE DRIVE SUITE 203
GLEN ALLEN,VA23060
54-0801059 501(C)(3) 10,000 0     COMMUNITY ENGAGEMENT, EDUCATION, OTHER SOCIAL DETERMINANTS
(304) VIRGINIA OPERA ASSOCIATION INC
PO BOX 2580
NORFOLK,VA23510
54-0985006 501(C)(3) 6,000 0     VA OPERA IN NORFOLK
(305) VIRGINIA PENINSULA FOODBANK
2401 ALUMINUM AVENUE
HAMPTON,VA23661
54-1422298 501(C)(3) 177,000 0     FOOD SECURITY
(306) VIRGINIA STAGE COMPANY
555 E MAIN ST SUITE 1400
NORFOLK,VA23510
54-0839234 501(C)(3) 91,000 0     EVERY BRILLIANT THING"" TOUR SPONSORSHIP/ SC ANNUAL GALA SPONOSORSHIP
(307) VIRGINIA STATE UNIVERSITY FOUNDATION
1 HAYDEN DRIVE PO BOX 9027 VIRGINIA
STATE UNIVERSITY
PETERSBURG,VA23806
54-6074532 501(C)(3) 100,000 0     SENTARA SCHOLARS PROGRAM
(308) VIRGINIA SYMPHONY ORCHESTRA
150 BOUSH STREET SUITE 201
NORFOLK,VA23510
54-6000598 501(C)(3) 99,000 0     SPONSORSHIP AWARD VIRGINIA SYMPHONY ORCHESTRA 2023-2024 SEASON
(309) VIRGINIA UNION UNIVERSITY
1500 N LOMBARDY
RICHMOND,VA23220
54-0524516 501(C)(3) 95,000 0     SENTARA SCHOLARS PROGRAM
(310) VIRGINIA WESLEYAN UNIVERSITY
5817 WESLEYAN DRIVE
VIRGINIA BEACH,VA23455
54-6039600 501(C)(3) 85,000 0     SENTARA SCHOLARS PROGRAM
(311) VOLUNTEER HAMPTON ROADS
101 WEST MAIN ST SUITE 80
NORFOLK,VA23703
54-1072533 501(C)(3) 50,000 0     CORPORATE PARTNERHSIP & 47TH ANNUAL HAMPTON ROADS VOLUNTEER ACHIEVEMENT AWARDS
(312) VOLUNTEERS OF AMERICA CHESAPEAKE & CAROLINAS
4601 PRESIDENTS DR SUITE 300
LANHAM,MD20706
52-0610547 501(C)(3) 56,556 0     VOACC OPERATION BACKPACK
(313) WALK IN IT INC
108 NIBLICK CIRCLE
SUFFOLK,VA23434
20-5652131 501(C)(3) 30,000 0     BEHAVIORAL HEALTH
(314) WESTERN GOVERNORS UNVERSITY
4001 S 700 E
SALT LAKE CITY,UT84107
84-1383926 501(C)(3) 70,000 0     SENTARA SCHOLARS PROGRAM
(315) WESTERN TIDEWATER FREE CLINIC
2019 MEADE PARKWAY
SUFFOLK,VA23434
26-3302837 501(C)(3) 100,000 0     INCREASING ACCESS TO DENTAL CARE
(316) WILLIAMSBURG AREA FAITH IN ACTION INC
354 MCLAWS CIR STE 1
WILLIAMSBURG,VA23185
31-1812124 501(C)(3) 17,500 0     FOOD SECURITY
(317) WILLIAMSBURG AREA MEALS ON WHEELS
PO BOX 709
WILLIAMSBURG,VA23187
54-0952118 501(C)(3) 65,000 0     SAFETY NET PROGRAM TO PROVIDE SUFFICIENT NUTRITION AND NUTRITION EDUCATION TO LOW-INCOME RESIDENTS
(318) WOMENS EMPOWERMENT DEVELOPMENT INCORPORATED
625 IVY AVENUE
NEWPORT NEWS,VA23607
47-4010167 501(C)(3) 10,000 0     FIT-FAB FINANCE WELLNESS EXPO
(319) WOMENS INITIATIVE
1101 EAST HIGH ST
CHARLOTTESVILLE,VA22902
20-5913090 501(C)(3) 50,000 0     CHARLOTTESVILLE-ALBEMARLE MENTAL HEALTH CARE FOR MARGINALIZED WOMEN
(320) WORKHOUSE ARTS FOUNDATION
9518 WORKHOUSE WAY
LORTON,VA22079
75-3057770 501(C)(3) 35,500 0     BEHAVIORAL HEALTH
(321) YOUTH & FAMILY EMPOWERMENT SERVICES
2715 STANHOPE AVENUE SUITE B
NORFOLK,VA23504
47-4643172 501(C)(3) 15,000 0     ST. HELENA ELEMENTARY SCHOOL COMMUNITY OUTREACH - MEAL PREPPING FOR BUSY PARENTS!
(322) YOUTH DEVELOPMENT COUNCIL OF GREENE COUNTY
PO BOX 1162
STANARDSVILLE,VA22973
46-2873873 501(C)(3) 20,000 0     BEHAVIORAL HEALTH
(323) YOUTH FOR TOMORROW NEW LIFE CENTER INC
11835 HAZEL CIRCLE DR
BRISTOW,VA20136
52-1342268 501(C)(3) 150,000 0     PWC BEHAVIORAL HEALTH
(324) SENTARA ENTERPRISES
1300 SENTARA PARK
VIRGINIA BEACH,VA23464
54-1917649 501(C)(3) 19,196 0     SPONSORSHIP
(325) SENTARA HOSPITALS
1300 SENTARA PARK
VIRGINIA BEACH,VA23464
54-1547408 501(C)(3) 10,615 0     SPONSORSHIP
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
316
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
9
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) Rev. 1-2025

Schedule I (Form 990) Rev. 1-2025
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: SCHEDULE I, PART I, LINE 2: PROCEDURES FOR MONITORING USE OF GRANTS FUNDS IN U.S. SENTARA'S COMMUNITY ENGAGEMENT AND IMPACT DEPARTMENT IS RESPONSIBLE FOR AWARDING AND MONITORING THE USE OF GRANT AND SPONSORSHIP FUNDS DONATED TO OTHER ORGANIZATIONS IN THE COMMUNITY WHO SHARE THE SAME MISSION AS THE ORGANIZATION: IMPROVING HEALTH EVERYDAY THROUGH THE PROVISION OF HEALTH SERVICES, AND THE PROMOTION OF HEALTH, MEDICAL EDUCATION, AND THE SOCIAL, CULTURAL, EDUCATIONAL, AND ECONOMIC DEVELOPMENT OF THE COMMUNITY. COMMUNITY RECOGNITION GRANTS ARE AWARDED ANNUALLY BY THE DEPARTMENT'S GRANT COMMITTEE TO OTHER 501(C)(3) ORGANIZATIONS WITHIN THE COMMUNITY AFTER A RIGOROUS APPLICATION AND REVIEW PROCESS. ONCE AWARDED, THE GRANTS ARE DISTRIBUTED THE FOLLOWING YEAR IN TWO PAYMENTS - AT THE BEGINNING OF THE YEAR, THEN AFTER AN INTERIM REPORT HAS BEEN FILED WITH THE DEPARTMENT. THE INTERIM REPORT MUST INCLUDE THE GRANT OBJECTIVES, ANY CHANGES IN STATUS OF THE ORGANIZATION'S 501(C)(3) STATUS, DETAILS OF THE GRANT OUTCOMES TO DATE AND COMPLIANCE WITH SUBMITTED FINANCIAL BUDGET. GRANTEES ARE REQUIRED TO SUBMIT WITH THE REPORT A DETAILED LISTING OF MEASUREMENTS INCLUDING THE NUMBER OF PEOPLE SERVED AND INCOME LEVELS. FURTHER, A PLAN OF PROGRAM SUSTAINABILITY MUST BE COMPLETED TO PROMOTE THE INITIATIVE'S GOALS FOR THE FUTURE. COMMUNITY BENEFIT SPONSORSHIPS ARE AWARDED QUARTERLY BASED ON THE RECOMMENDATION OF THE DEPARTMENT'S SPONSORSHIP REVIEW COMMITTEE. APPLICANTS MUST SUBMIT A PROPOSAL IN WRITING DEMONSTRATING HOW FUNDS WILL BE USED TO IMPROVE THE HEALTH STATUS OF THE COMMUNITY. SPONSORSHIPS ARE GENERALLY AWARDED TO OTHER 501(C)(3) ORGANIZATIONS WITH ACTIVE COMMUNITY BOARDS WHO OVERSEE THE EXPENDITURE OF SUCH FUNDS. THE ORGANIZATION AWARDS SCHOLARSHIPS TO QUALIFIED APPLICANTS ACCORDING TO PRESCRIBED GUIDELINES. ALL SCHOLARSHIPS ARE AWARDED ON A NONDISCRIMINATORY BASIS, AND THEIR USE IS MONITORED BY ORGANIZATION PERSONNEL.
Schedule I (Form 990) Rev. 1-2025



Additional Data


Software ID:  
Software Version:  


Schedule J
(Form 990)
(Rev. January 2025)
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
Open to Public Inspection
Name of the organization
SENTARA HEALTH
 
Employer identification number

52-1271901
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes 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 .....
1b
Yes
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked on Line 1a? ....
2
Yes
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? .............
4a
Yes
 
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
Yes
 
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ....................
5a
 
No
b
Any related organization? .......................
5b
 
No
If "Yes," on line 5a or 5b, describe in Part III.
6
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ..................
6a
 
No
b
Any related organization? ......................
6b
 
No
If "Yes," on line 6a or 6b, describe in Part III.
7
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
Yes
 
8
Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................
8
 
No
9
If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) (Rev. 1-2025)

Schedule J (Form 990) (Rev. 1-2025)
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
(i) Base
compensation
(ii) Bonus & incentive
compensation
(iii) Other reportable compensation
1DENNIS A MATHEIS
PRESIDENT/CEO/EX-OFFICIO DIRECTOR
(i)

(ii)
2,384,378
-------------
0
3,159,735
-------------
0
511,912
-------------
0
285,659
-------------
0
33,358
-------------
0
6,375,042
-------------
0
0
-------------
0
2ROBERT A BROERMANN
CFO/EVP
(i)

(ii)
1,353,258
-------------
0
1,462,129
-------------
0
296,168
-------------
0
313,933
-------------
0
31,211
-------------
0
3,456,699
-------------
0
0
-------------
0
3HOWARD KERN
FORMER OFFICER
(i)

(ii)
19,615
-------------
0
0
-------------
0
3,363,013
-------------
0
692
-------------
0
0
-------------
0
3,383,320
-------------
0
2,814,813
-------------
0
4JORDAN R ASHER MD
KE (EVP & CCO)
(i)

(ii)
1,128,042
-------------
0
1,199,317
-------------
0
939,543
-------------
0
25,637
-------------
0
40,677
-------------
0
3,333,216
-------------
0
580,707
-------------
0
5BECKY C SAWYER
KE (EVP & CPO)
(i)

(ii)
908,785
-------------
0
978,703
-------------
0
679,516
-------------
0
20,440
-------------
0
36,973
-------------
0
2,624,417
-------------
0
430,157
-------------
0
6MELINDA S HANCOCK
KE (EVP & CTO)
(i)

(ii)
877,864
-------------
0
923,895
-------------
0
36,592
-------------
0
140,642
-------------
0
26,801
-------------
0
2,005,794
-------------
0
0
-------------
0
7MEGAN R PERRY
SVP & CHIEF STRATEGY OFFICER
(i)

(ii)
868,905
-------------
0
810,992
-------------
0
221,280
-------------
0
17,050
-------------
0
32,870
-------------
0
1,951,097
-------------
0
0
-------------
0
8AUBREY L LAYNE
KE (EVP/CAO)
(i)

(ii)
829,987
-------------
0
839,476
-------------
0
208,960
-------------
0
10,350
-------------
0
14,192
-------------
0
1,902,965
-------------
0
0
-------------
0
9EARL J BARNES II
SECRETARY
(i)

(ii)
735,550
-------------
0
624,708
-------------
0
128,848
-------------
0
120,410
-------------
0
32,243
-------------
0
1,641,759
-------------
0
0
-------------
0
10ERIC CONLEY
KE(EVP& PRES ACUTE & POST ACUTE CARE
(i)

(ii)
818,982
-------------
0
154,204
-------------
0
169,237
-------------
0
396,184
-------------
0
15,592
-------------
0
1,554,199
-------------
0
0
-------------
0
11GRACE R HINES
FORMER TOP 5
(i)

(ii)
0
-------------
0
0
-------------
0
862,507
-------------
0
0
-------------
0
10,078
-------------
0
872,585
-------------
0
0
-------------
0
12PRASANNA MOHANTY
KE (EVP & PRES, AMBULATORY CARE)
(i)

(ii)
563,185
-------------
0
154,799
-------------
0
35,391
-------------
0
80,350
-------------
0
6,854
-------------
0
840,579
-------------
0
0
-------------
0
13MICHAEL H HOOPER
VP, CAO
(i)

(ii)
527,147
-------------
0
227,370
-------------
0
659
-------------
0
7,882
-------------
0
19,301
-------------
0
782,359
-------------
0
0
-------------
0
14STEVE BARLEY
SVP, HR BUSINESS PARTNERSHIPS
(i)

(ii)
423,178
-------------
0
203,540
-------------
0
1,600
-------------
0
10,350
-------------
0
32,975
-------------
0
671,643
-------------
0
0
-------------
0
15JIM MORAN
SVP, CHIEF COMP. AND AUDIT OFFICER
(i)

(ii)
388,208
-------------
0
187,173
-------------
0
4,902
-------------
0
10,350
-------------
0
32,030
-------------
0
622,663
-------------
0
0
-------------
0
16BRYCE SNYDER
VP, FINANCE, CARE DELIVERY
(i)

(ii)
364,403
-------------
0
131,352
-------------
0
77,733
-------------
0
8,816
-------------
0
32,923
-------------
0
615,227
-------------
0
0
-------------
0
17ADAM HOLYK
KE (EVP/CCO)
(i)

(ii)
385,418
-------------
0
77,399
-------------
0
14,179
-------------
0
67,225
-------------
0
14,943
-------------
0
559,164
-------------
0
0
-------------
0
18VICKY G GRAY
FORMER KE
(i)

(ii)
0
-------------
0
0
-------------
0
140,355
-------------
0
0
-------------
0
0
-------------
0
140,355
-------------
0
41,700
-------------
0
Schedule J (Form 990) (Rev. 1-2025)

Schedule J (Form 990) (Rev. 1-2025)
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 TAXABLE RELOCATION EXPENSES AND HOUSING ALLOWANCES FOR EXECUTIVE RECRUITS AND PROVIDED A HOUSING ALLOWANCE TO A SENIOR EXECUTIVE RELATED TO RELOCATION. THE ORGANIZATION ALSO COVERED THE ASSOCIATED TAXES ON THESE BENEFITS, ALL OF WHICH WERE TREATED AS ADDITIONAL COMPENSATION AND REPORTED ON FORM W-2 AS TAXABLE WAGES. CHARTER TRAVEL WAS PROVIDED TO THE ORGANIZATION'S CEO AND ONE SENIOR EXECUTIVE FOR BUSINESS-RELATED PURPOSES. THE USE OF CHARTERED TRANSPORTATION WAS DEEMED NECESSARY TO ACCOMMODATE SCHEDULING AND TO SUPPORT THE TIMELY EXECUTION OF ORGANIZATIONAL RESPONSIBILITIES. ALL TRAVEL WAS DIRECTLY CONNECTED TO THE ORGANIZATION'S OPERATIONS AND MISSION-RELATED ACTIVITIES.
PART I, LINES 4A-B GRACE HINES RECEIVED $240,471 IN COMPENSATION RELATED TO HER SEPARATION FROM SERVICE. THIS AMOUNT HAS BEEN INCLUDED IN COLUMN (B)(III) OF SCHEDULE J, PART II. HOWARD KERN PARTICIPATED IN THE SENTARA SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN AND HAS ATTAINED NORMAL RETIREMENT AGE UNDER THE PLAN. PARTICIPATION IN THE PLAN IS LIMITED TO SELECT INDIVIDUALS AS APPROVED BY THE ORGANIZATIONS' BOARD OF DIRECTOR'S COMPENSATION COMMITTEE. THE PLAN IS CURRENTLY CLOSED TO ADDITIONAL MEMBERS. THE PLAN IS A DEFINED BENEFIT ARRANGEMENT UNDER WHICH MEMBERS ACCRUE AN ANNUAL FORMULA-BASED BENEFIT DURING EACH YEAR OF COVERED EMPLOYMENT, WHICH IS SUBJECT TO A SUBSTANTIAL RISK OF FORFEITURE FOR FEDERAL INCOME TAX PURPOSES UNTIL THE COMPLETION OF A TWO YEAR NON-COMPETE PERIOD FOLLOWING TERMINATION OR UPON DEATH. FICA AND FUTA TAXATION OF PORTIONS OF THE ACCRUED BENEFIT MAY OCCUR EARLIER THAN FEDERAL INCOME TAXATION IN ACCORDANCE WITH APPLICABLE LAW. DISTRIBUTION OF PLAN BENEFITS MAY OCCUR AT THE DATE OF APPLICABLE TAXATION (TO THE EXTENT REQUIRED TO COVER APPLICABLE TAXES) AND IN ACCORDANCE WITH THE PARTICIPANT'S ELECTED INSTALLMENT DISTRIBUTION SCHEDULE FOLLOWING TERMINATION OF EMPLOYMENT, SUBJECT TO ADHERENCE WITH THE NON-COMPETE RESTRICTIONS. IN THE CURRENT YEAR, MR. KERN RECEIVED A DISTRIBUTION OF $2,791,475. HOWARD KERN, ROBERT BROERMANN, MEGAN PERRY, DENNIS MATHEIS, BECKY SAWYER, JORDAN ASHER, AUBREY LAYNE, MELINDA HANCOCK, EARL BARNES, II, ERIC CONLEY, PRASANA MOHANTY, AND ADAM HOLYK 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 THE ORGANIZATION'S BOARD OF DIRECTOR'S COMPENSATION COMMITTEE. TERMS OF THE PLAN CHANGED EFFECTIVE JANUARY 1, 2009, WHEREBY VESTING OF CONTRIBUTIONS MADE ON OR AFTER THAT DATE NOW OCCURS ON THE EARLIER OF FIVE YEARS FOR EACH YEARS' CONTRIBUTIONS OR AGE 55 WITH 10 YEARS OF SERVICE. 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 2024, THE FOLLOWING CORPORATE EXECUTIVES RECEIVED TAXABLE DISTRIBUTIONS UNDER THE PLAN: ROBERT BROERMANN ($245,580); HOWARD KERN ($571,538); MEGAN PERRY ($129,496); BECKY SAWYER ($642,924); AUBREY LAYNE ($118,360); JORDAN ASHER ($877,309); AND DENNIS MATHEIS ($468,400). THESE AMOUNTS HAVE BEEN REPORTED IN COLUMN (B)(III) OF SCHEDULE J, PART II.
PART I, LINE 7 DURING THE CURRENT TAX YEAR, THE ORGANIZATION MADE NON-FIXED PAYMENTS OF COMPENSATION UNDER THE FOLLOWING INCENTIVE PROGRAMS: ANNUAL INCENTIVE PROGRAM - EXECUTIVES AND SENIOR LEADERS ARE ELIGIBLE FOR ANNUAL AWARDS BASED ON SYSTEM AND INDIVIDUAL PERFORMANCE. BOTH SYSTEM AND INDIVIDUAL SCORES ARE DETERMINED AFTER YEAR-END, AT WHICH POINT AWARDS MAY BE PAID AND REPORTED AS COMPENSATION. TARGET AND MAXIMUM OPPORTUNITIES VARY BY LEVEL. TOP HAT- WITHIN THE ANNUAL INCENTIVE PROGRAM, EXECUTIVES AND SENIOR LEADERS MAY RECEIVE ADDITIONAL INCENTIVE PAY TO REWARD EXCEPTIONAL INDIVIDUAL PERFORMANCE. LONG TERM INCENTIVE PROGRAM - EXECUTIVES LEADERS WHO ARE LARGELY RESPONSIBLE FOR OVERALL POLICY, DIRECTION, AND SUCCESSFUL PERFORMANCE OF THE SYSTEM AND PLAY CRITICAL ROLES IN STRATEGIC INITIATIVES MEASURED BY THE PLAN ARE ELIGIBLE FOR LONG-TERM INCENTIVE AWARDS BASED ON ACHIEVING LONG-TERM PERFORMANCE OBJECTIVES AND SPECIFIC AWARD OPPORTUNITIES (AS A PERCENTAGE OF BASE SALARY) SET BY THE SYSTEM'S COMPENSATION COMMITTEE. AWARDS ARE AT THE SOLE DISCRETION OF THE COMMITTEE, AND NO PARTICIPANT HAS ANY LEGALLY BINDING RIGHT TO AN AWARD UNTIL THE COMMITTEE HAS HAD AN OPPORTUNITY TO EXERCISE THAT DISCRETION. A NEW 3-YEAR CYCLE BEGINS EACH YEAR. KEY CONTRIBUTOR AWARDS - REWARDS EXCEPTIONAL INDIVIDUALS OR TEAMS FOR SIGNIFICANT CONTRIBUTION AND RESULTS AS RECOGNIZED BY BUSINESS UNITS. 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.
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) (Rev. 1-2025)

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Schedule K
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information on Tax-Exempt Bonds
Complete if the organization answered "Yes" to Form 990, Part , line 24a. Provide descriptions,
explanations, and any additional information in Part .
Attach to Form 990.

Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
Open to Public
Inspection
Name of the organization
SENTARA HEALTH
 
Employer identification number
52-1271901
Part
Bond Issues
(a) Issuer name (b) Issuer EIN (c) CUSIP # (d) Date issued (e) Issue price (f) Description of purpose (g) Defeased (h) On
behalf of
issuer
(i) Pool
financing
Yes No Yes No Yes No
A EDA THE CITY OF SUFFOLK VA
 
54-1131047 86481QAA7 06-25-2008 156,615,000 REFUNDED BONDS ISSUED OCTOBER 2006   X   X   X
B EDA THE CITY OF NORFOLK VA
 
52-1375010 65588NBB7 05-16-2012 163,163,080 REF. POTOMAC 2003, MJH 2002, NEW PROJ.   X   X   X
C EDA THE CITY OF NORFOLK VA
 
52-1375010 65588TAP4 05-05-2016 197,670,000 REF. SERIES 2012A, 2010B, AND 2010C   X   X   X
D EDA OF THE CITY OF NORFOLK
 
52-1375010 65588TAT6 05-15-2018 150,000,788 CURRENT REFUND SERIES 2017 BONDS   X   X   X
EDA OF ALBERMARLE COUNTY VA
 
52-1297503 012663AM2 05-15-2018 154,550,000 CURRENTLY REFUND SERIES 2013AB BONDS   X   X   X
VA SMALL BUSINESS FINANCING AUTHORITY
 
52-1300845 928105BY0 02-03-2020 211,671,094 CURRENTLY REFUND SERIES 2010 BONDS   X   X   X
EDA OF ROCKINGHAM COUNTY VA
 
54-1155987 77345QAC8 10-14-2021 153,790,516 CUR. REFUND SERIES 2016D 2016E 2016F   X   X   X
VA SMALL BUSINESS FINANCING AUTHORITY
 
52-1300845   11-01-2022 160,000,000 CURRENT REF. SERIES 2012B/NEW MONEY   X   X   X
EDA OF THE CITY OF HARRISONBURG VA
 
54-2000436 415668AA0 08-15-2023 91,990,000 CURRENTLY REFUND SERIES 2016C BONDS   X   X   X
Part
Proceeds
A B C D
1 Amount of bonds retired .................. 45,865,000 128,830,000 54,720,000 5,880,000
2 Amount of bonds legally defeased ..............        
3 Total proceeds of issue .................. 156,615,000 163,873,559 197,670,000 169,318,695
4 Gross proceeds in reserve funds .............        
5 Capitalized interest from proceeds .............        
6 Proceeds in refunding escrows ...............        
7 Issuance costs from proceeds ...............       788
8 Credit enhancement from proceeds .............        
9 Working capital expenditures from proceeds .............        
10 Capital expenditures from proceeds .............   75,585,411   19,317,907
11 Other spent proceeds ............. 156,615,000 88,288,148 197,670,000 150,000,000
12 Other unspent proceeds .............        
13 Year of substantial completion ............. 2008 2014 2016 2018
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue of tax-exempt
bonds (or, if issued prior to 2020, a current refunding issue)? ........
X     X X   X  
15 Were the bonds issued as part of an advance refunding issue of taxable
bonds (or, if issued prior to 2020, an advance refunding issue)? ........
  X X     X   X
16 Has the final allocation of proceeds been made? .......... X   X   X   X  
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? .................. X   X   X   X  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) (Rev. 1-2025)

Schedule K (Form 990) (Rev. 1-2025)
Page 2
Part
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? .............   X   X   X   X
2 Are there any lease arrangements that may result in private business use of bond-financed property? ............... X   X   X   X  
3a Are there any management or service contracts that may result in private business use of bond-financed property? ............. X   X   X   X  
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property? X   X   X   X  
c Are there any research agreements that may result in private business use of bond-financed property? .............   X   X X     X
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property?         X      
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government ....        
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government .........        
6 Total of lines 4 and 5 .............        
7 Does the bond issue meet the private security or payment test? ...   X   X   X   X
8a Has there been a sale or disposition of any of the bond-financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?.............   X   X   X   X
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of. ..        
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? .............                
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under
Regulations sections 1.141-12 and 1.145-2? ........
X   X   X   X  
Part
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has the issuer filed Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate? ...   X   X   X   X
2 If "No" to line 1, did the following apply? ....
a Rebate not due yet? .......   X   X   X X  
b Exception to rebate? ........ X     X X   X  
c No rebate due? ......... X   X   X     X
If "Yes" to line 2c, provide in Part the date the rebate
computation was performed ......
3 Is the bond issue a variable rate issue? .....   X   X X     X
Schedule K (Form 990) (Rev. 1-2025)

Schedule K (Form 990) (Rev. 1-2025)
Page 3
Part
Arbitrage (Continued)
A B C D
Yes No Yes No Yes No Yes No
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue?   X   X   X   X
b Name of provider ..........  
 
 
 
 
 
 
 
c Term of hedge .........        
d Was the hedge superintegrated? ......                
e Was the hedge terminated? ........                
5a Were gross proceeds invested in a guaranteed investment contract (GIC)?   X   X   X   X
b Name of provider ..........  
 
 
 
 
 
 
 
c Term of GIC .........        
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? ........                
6 Were any gross proceeds invested beyond an available temporary period?   X   X   X   X
7 Has the organization established written procedures to monitor the requirements of section 148? ... X   X   X   X  
Part
Procedures To Undertake Corrective Action
A B C D
Yes No Yes No Yes No Yes No
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations? X   X   X   X  
Part
Supplemental Information. Provide additional information for responses to questions on Schedule K. (See instructions).
Return Reference Explanation
SCHEDULE K, PART VI ENTITY 1, ISSUE A: SERIES 2008 ( SENTARA HEALTH SYSTEM) PART II, 3 - AMOUNT OF TOTAL PROCEEDS OF ISSUE INCLUDED ISSUE PRICE. NO INTEREST WAS EARNED, ALL PROCEEDS SPENT ON OR AROUND DATE OF CLOSING FOR REFUNDING PURPOSES. PART II, 7 - THE COST OF ISSUANCE EXPENSES OF THE ISSUE WERE PAID WITH EQUITY FROM SENTARA AND NOT FROM BOND PROCEEDS. PART II, 14 - ISSUE REFUNDED A PRIOR SERIES 2006 ISSUE. THE REFUNDING WAS TREATED AS A CURRENT REFUNDING FOR FEDERAL TAX PURPOSES. ALL PROCEEDS WERE SPENT ON THE DAY OF ISSUE. PART IV, 2B - ISSUE QUALIFIED FOR THE SIX-MONTH SPENDING EXCEPTION TO REBATE. SENTARA PROVIDED WITH ARBITRAGE COMPLIANCE CERTIFICATE IN SEPTEMBER OF 2008. FIRST INSTALLMENT EVALUATION DATE WOULD BE NO LATER THAN 6/25/2013. ON MAY 1, 2015, SENTARA HEALTH MODIFIED AN EXISTING TOTAL RETURN SWAP ("TRS") FOR THE $156,615,000 SERIES 2008 REVENUE BONDS. THE TRS WAS NOT ORIGINALLY TREATED OR IDENTIFIED AS A QUALIFIED HEDGE FOR TAX PURPOSES AND THEREFORE ANY MODIFICATIONS SHOULD NOT HAVE RESULTED IN A REISSUANCE FOR FEDERAL TAX PURPOSES. HOWEVER, BOND COUNSEL AND THE SWAP PROVIDERS COUNSEL REVIEWED PRIVATE LETTER RULING PLR-147816-13, WHICH OUTLINED A VERY SIMILAR SITUATION. THE PLR CONCLUDED THAT AN AMENDMENT TO THE TRS WOULD NOT RESULT IN AN ABUSIVE ARBITRAGE DEVICE AS DEFINED WITHIN THE U.S. TREASURY REGULATIONS. THE PLR DID NOT CONCLUDE WHETHER OR NOT A REISSUANCE SHOULD APPLY IN SUCH A SITUATION. AS A CONSERVATIVE APPROACH, BOND COUNSEL AND THE SWAP PROVIDERS COUNSEL DECIDED TO FOLLOW THE DIRECTION TAKEN BY THE ISSUER IN THE PLR AND ALSO TREAT THE MODIFICATION OF THE TRS AS A REISSUANCE AND FILED A NEW FEDERAL FORM 8038 WITH THE INTERNAL REVENUE SERVICE, DATED MAY 1, 2015. AGAIN, THE TREATMENT OF THE TRS MODIFICATION AS A REISSUANCE WAS PURELY DONE AS A CONSERVATIVE APPROACH. AS STATED ABOVE, THE SERIES 2008 BONDS QUALIFIED FOR THE SIX-MONTH SPENDING EXCEPTION. THEREFORE, THIS ISSUE WAS EXEMPT FROM THE ARBITRAGE REBATE CALCULATION. UNDER THE REISSUANCE TREATMENT, NO REBATE AMOUNTS WOULD HAVE BEEN DUE TO THE IRS AS OF THE MAY 1, 2015 REISSUANCE DATE. FURTHERMORE, THE 2008 REISSUED BONDS WOULD ALSO QUALIFY FOR THE SIX-MONTH SPENDING EXCEPTION AND WOULD NOT OWE AN ARBITRAGE REBATE PAYMENT TO THE IRS AS OF MAY 1, 2020 (FIFTH ANNIVERSARY DATE OF THE REISSUANCE). ENTITY 1, ISSUER B: SERIES 2012B (SENTARA HEALTH SYSTEM) PART II, 3 - TOTAL PROCEEDS OF THE ISSUE INCLUDES ISSUE PRICE, PLUS INTEREST EARNINGS ASSOCIATED WITH PROJECT FUND AND ESCROW FUNDS. PART II, 15 - SERIES 2012B ADVANCE REFUNDED THE MARTHA JEFFERSON SERIES 2002 BONDS MATURING 10/1/2012 - 10/1/2035 WITH A CALL FOR REDEMPTION DATE OF 10/1/2012. THE SERIES 2012B ALSO ADVANCE REFUNDED THE POTOMAC HOSPITAL SERIES 2003 BONDS MATURING 10/1/2012 - 10/1/2036 WITH A CALL FOR REDEMPTION DATE OF 10/1/2013. PART IV, 2A, SENTARA RECEIVES ANNUAL ARBITRAGE COMPLIANCE REPORTS COMPLETED FOR THIS ISSUE. ALL PROCEEDS OF THE SERIES 2012B BONDS WERE FULLY EXPENDED AS OF 3/19/2014. ARBITRAGE COMPLIANCE CERTIFICATE WAS PROVIDED THROUGH THE 5/1/2017 FIFTH BOND YEAR, WHICH REFLECTED THAT NO ARBITRAGE REBATE LIABILITY WAS DUE TO THE IRS. THE SECOND INSTALLMENT EVALUATION DATE WOULD HAVE BEEN 5/1/2022. NO ARBITRAGE REBATE PAYMENT WAS DUE TO THE IRS FOR THE SECOND INSTALLMENT COMPUTATION PERIOD. ON 11/1/2022, SENTARA ISSUED SERIES 2022A BONDS TO PARTIALLY CURRENT REFUND THE SERIES 2012B BONDS. IN ADDITION, SENTARA ENTERED INTO A PURCHASE CONTRACT AND TOTAL RETURN SWAP FOR THE PURPOSE OF PURCHASING A PORTION OF THE SERIES 2012B BONDS IN LIEU OF REDEMPTION. THE PURCHASE CONTRACT AND TOTAL RETURN SWAP WERE NOT TREATED AS A REISSUANCE OF THE SERIES 2012B BONDS FOR FEDERAL TAX PURPOSES. THE REDEMPTION DATE FOR THESE REFUNDED/PURCHASED BONDS WAS ALSO 11/1/2022. ENTITY 1, ISSUER C: SERIES 2016A&B (SENTARA HEALTH) PART II, 3 - COMBINED ISSUE PRICE OF THE SERIES 2016A AND 2016B BONDS. THE SERIES 2016A&B BONDS WERE TREATED AS A SINGLE ISSUE FOR FEDERAL TAX PURPOSES. PART II, 7 - THE COST OF ISSUANCE EXPENSES OF THE ISSUE WERE PAID WITH EQUITY FROM SENTARA AND NOT FROM BOND PROCEEDS. PART II, 14 - SERIES 2016A&B CURRENT REFUNDED THE SERIES 2012A, 2010B, AND 2010C ON THE DATE OF CLOSING. PART IV, 2B&C - ISSUE QUALIFIED FOR THE SIX-MONTH SPENDING EXCEPTION TO REBATE. SENTARA RECEIVED AN ARBITRAGE REBATE COMPLIANCE CERTIFICATE FROM ITS ARBITRAGE CONSULTANT FOR THIS ISSUE. NO REBATE PAYMENT WAS DUE TO THE IRS FOR THIS ISSUE AS OF THE MAY 5, 2021 FIRST INSTALLMENT EVALUATION DATE. ENTITY 1, ISSUER D: SERIES 2018A&B (SENTARA HEALTH) PART II, 3 - COMBINED ISSUE PRICE OF THE SERIES 2018A AND 2018B BONDS. THE SERIES 2018A&B BONDS WERE TREATED AS A SINGLE ISSUE FOR FEDERAL TAX PURPOSES. THE TOTAL AMOUNT INCLUDED ON LINE 3 INCLUDES THE ISSUE PRICE OF THE SERIES 2018A&B BONDS, PLUS $19MM OF TRANSFERRED PROCEEDS, PLUS INTEREST EARNINGS RECEIVED FROM THE TRANSFERRED PROCEEDS (SERIES 2017 PROJECT FUND). PART II, 7 - ONLY A RESIDUAL AMOUNT OF BOND PROCEEDS WERE USED FOR COST OF ISSUANCE EXPENSES. A MAJORITY OF THESE COST OF ISSUANCE EXPENSES WERE PAID WITH EQUITY FROM SENTARA. PART II, 14 - SERIES 2018A&B CURRENT REFUNDED SERIES 2017 BONDS ON THE DATE OF CLOSING. THE SERIES 2018A&B BONDS RECEIVED TRANSFERRED PROCEEDS ON MAY 15, 2018 REDEMPTION DATE. PART IV, 2B&C - ISSUE QUALIFIED FOR THE SIX-MONTH SPENDING EXCEPTION TO REBATE. HOWEVER, THE SERIES 2018A&B RECEIVED TRANSFERRED PROCEEDS THAT WERE SUBJECT TO ARBITRAGE COMPLIANCE. SENTARA RECEIVED AN ARBITRAGE REBATE COMPLIANCE CERTIFICATE FROM ITS ARBITRAGE CONSULTANT FOR THIS ISSUE. ALL TRANSFERRED PROCEEDS WERE FULLY EXPENDED BY NOVEMBER 1, 2018. NO REBATE PAYMENT WAS DUE TO THE IRS FOR THIS ISSUE AS OF THE MAY 15, 2023 FIRST INSTALLMENT EVALUATION DATE.
SCHEDULE K, PART VI ENTITY 2, ISSUER A: SERIES 2018A&B (SENTARA MARTHA JEFFERSON HOSPITAL) PART II, 3 - COMBINED ISSUE PRICE OF THE SERIES 2018A AND 2018B BONDS. THE SERIES 2018A&B BONDS WERE TREATED AS A SINGLE ISSUE FOR FEDERAL TAX PURPOSES. PART II, 7 - THE COST OF ISSUANCE EXPENSES OF THE ISSUE WERE PAID WITH EQUITY FROM SENTARA AND NOT FROM BOND PROCEEDS. PART II, 14 - SERIES 2018A&B CURRENT REFUNDED SERIES 2013A&B BONDS ON THE DATE OF CLOSING. PART IV, 2B&C - ISSUE QUALIFIED FOR THE SIX-MONTH SPENDING EXCEPTION TO REBATE. SENTARA RECEIVED AN ARBITRAGE REBATE COMPLIANCE CERTIFICATE FROM ITS ARBITRAGE CONSULTANT FOR THIS ISSUE. NO REBATE PAYMENT WAS DUE TO THE IRS FOR THIS ISSUE AS OF THE DECEMBER 31, 2022 FIRST INSTALLMENT EVALUATION DATE. ENTITY 2, ISSUER B: SERIES 2020 (SENTARA HEALTH SYSTEM - VSBFA) PART II, 3 - TOTAL PROCEEDS OF THE ISSUE INCLUDES ISSUE PRICE PLUS ORIGINAL ISSUE PREMIUM, PLUS INTEREST EARNINGS RECEIVED ON THE SERIES 2020 REFUNDING PROCEEDS WHILE OUTSTANDING. PART II, 7 - THE COST OF ISSUANCE EXPENSES OF THE ISSUE WERE PAID WITH EQUITY FROM SENTARA AND NOT FROM BOND PROCEEDS. PART II, 14 - SERIES 2020 CURRENT REFUNDED SERIES 2010 BONDS ON MAY 1, 2020. PART IV, 2B&C - ISSUE QUALIFIED FOR THE SIX-MONTH SPENDING EXCEPTION TO REBATE. SENTARA RECEIVED AN ARBITRAGE REBATE COMPLIANCE CERTIFICATE FROM ITS ARBITRAGE CONSULTANT FOR THIS ISSUE. NO REBATE PAYMENT IS EXPECTED TO BE DUE TO THE IRS FOR THIS ISSUE AS OF THE FEBRUARY 3, 2025 FIRST INSTALLMENT EVALUATION DATE. ENTITY 2, ISSUER C: SERIES 2021A (SENTARA RMH MEDICAL CENTER - VSBFA) PART II, 3 - TOTAL PROCEEDS OF THE ISSUE INCLUDES ISSUE PRICE LESS ORIGINAL ISSUE DISCOUNT. PART II, 7 - THE COST OF ISSUANCE EXPENSES OF THE ISSUE WERE PAID WITH EQUITY FROM SENTARA AND NOT FROM BOND PROCEEDS. PART II, 14 - SERIES 2021A CURRENT REFUNDED THE SERIES 2016D RMH BONDS, SERIES 2016E RMH BONDS AND SERIES 2016F RMH BONDS ON OCTOBER 14, 2021. PART IV, 2B&C - ISSUE QUALIFIED FOR THE SIX-MONTH SPENDING EXCEPTION TO REBATE. SENTARA RECEIVED AN ARBITRAGE REBATE COMPLIANCE CERTIFICATE FROM ITS ARBITRAGE CONSULTANT FOR THIS ISSUE. NO REBATE PAYMENT IS EXPECTED TO BE DUE TO THE IRS FOR THIS ISSUE AS OF THE OCTOBER 14, 2026 FIRST INSTALLMENT EVALUATION DATE. ENTITY 2, ISSUER D: SERIES 2022A (SENTARA HEALTH - VSBFA) PART II, 3 - AMOUNT OF TOTAL PROCEEDS OF ISSUE INCLUDES ISSUE PRICE PLUS PROJECT FUND INTEREST EARNINGS. PART II, 7 - THE COST OF ISSUANCE EXPENSES OF THE ISSUE WERE PAID WITH EQUITY FROM SENTARA AND NOT FROM BOND PROCEEDS. PART II, 10 - CAPITAL EXPENDITURES FROM PROCEEDS INCLUDE $140,615,000.00 EXPENSE FROM PROJECT FUND. PART II, 11 - OTHER SPENT PROCEEDS INCLUDES CURRENT REFUNDING PROCEEDS. PART II, 14 - SERIES 2022A PARTIALLY CURRENT REFUNDED THE SERIES 2012B EDA THE CITY OF NORFOLK, VA BONDS ON NOVEMBER 1, 2022. PART IV, 2B&C - REFUNDING PORTION OF ISSUE QUALIFIED FOR THE SIX-MONTH SPENDING EXCEPTION TO REBATE. NEW MONEY PORTION REQUIRED THE ARBITRAGE REBATE CALCULATION. ALL NEW MONEY PROCEEDS WERE FULLY EXPENDED BY AUGUST 20, 2024. THE SELECTED FIRST INSTALLMENT EVALUATION DATE WAS OCTOBER 1, 2024. AN ARBITRAGE REBATE PAYMENT OF $2,077,067.60 WAS PAID TO THE IRS ON 11/18/2024. THE ARBITRAGE REBATE PAYMENT WAS TREATED AS A REDUCTION OF INTEREST EARNINGS FOR THE SERIES 2022A BONDS. THE AMOUNT STATED ON PART II, 3 HAS BEEN ADJUSTED TO ACCOUNT FOR THE ARBITRAGE REBATE PAYMENT.
SCHEDULE K, PART VI ENTITY 1, ISSUE A: SERIES 2023 (SENTARA HEALTH) PART II, 7 - THE COST OF ISSUANCE EXPENSES OF THE ISSUE WERE PAID WITH EQUITY FROM SENTARA AND NOT FROM BOND PROCEEDS. PART II, 14 - SERIES 2023 CURRENT REFUNDED THE SERIES 2016C RMH BONDS ON THE DATE OF CLOSING. PART IV, 2B&C - ISSUE QUALIFIED FOR THE SIX-MONTH SPENDING EXCEPTION TO REBATE. SENTARA RECEIVED AN ARBITRAGE REBATE COMPLIANCE CERTIFICATE FROM ITS ARBITRAGE CONSULTANT FOR THIS ISSUE. NO REBATE PAYMENT WILL BE DUE TO THE IRS FOR THIS ISSUE AS OF THE AUGUST 15, 2028 FIRST INSTALLMENT EVALUATION DATE.
Schedule K (Form 990) (Rev. 1-2025)

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Schedule K
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information on Tax-Exempt Bonds
Complete if the organization answered "Yes" to Form 990, Part , line 24a. Provide descriptions,
explanations, and any additional information in Part .
Attach to Form 990.

Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
Open to Public
Inspection
Name of the organization
SENTARA HEALTH
 
Employer identification number
52-1271901
Part
Bond Issues
(a) Issuer name (b) Issuer EIN (c) CUSIP # (d) Date issued (e) Issue price (f) Description of purpose (g) Defeased (h) On
behalf of
issuer
(i) Pool
financing
Yes No Yes No Yes No
A EDA THE CITY OF SUFFOLK VA
 
54-1131047 86481QAA7 06-25-2008 156,615,000 REFUNDED BONDS ISSUED OCTOBER 2006   X   X   X
B EDA THE CITY OF NORFOLK VA
 
52-1375010 65588NBB7 05-16-2012 163,163,080 REF. POTOMAC 2003, MJH 2002, NEW PROJ.   X   X   X
C EDA THE CITY OF NORFOLK VA
 
52-1375010 65588TAP4 05-05-2016 197,670,000 REF. SERIES 2012A, 2010B, AND 2010C   X   X   X
D EDA OF THE CITY OF NORFOLK
 
52-1375010 65588TAT6 05-15-2018 150,000,788 CURRENT REFUND SERIES 2017 BONDS   X   X   X
EDA OF ALBERMARLE COUNTY VA
 
52-1297503 012663AM2 05-15-2018 154,550,000 CURRENTLY REFUND SERIES 2013AB BONDS   X   X   X
VA SMALL BUSINESS FINANCING AUTHORITY
 
52-1300845 928105BY0 02-03-2020 211,671,094 CURRENTLY REFUND SERIES 2010 BONDS   X   X   X
EDA OF ROCKINGHAM COUNTY VA
 
54-1155987 77345QAC8 10-14-2021 153,790,516 CUR. REFUND SERIES 2016D 2016E 2016F   X   X   X
VA SMALL BUSINESS FINANCING AUTHORITY
 
52-1300845   11-01-2022 160,000,000 CURRENT REF. SERIES 2012B/NEW MONEY   X   X   X
EDA OF THE CITY OF HARRISONBURG VA
 
54-2000436 415668AA0 08-15-2023 91,990,000 CURRENTLY REFUND SERIES 2016C BONDS   X   X   X
Part
Proceeds
A B C D
1 Amount of bonds retired .................. 45,865,000 128,830,000 54,720,000 5,880,000
2 Amount of bonds legally defeased ..............        
3 Total proceeds of issue .................. 156,615,000 163,873,559 197,670,000 169,318,695
4 Gross proceeds in reserve funds .............        
5 Capitalized interest from proceeds .............        
6 Proceeds in refunding escrows ...............        
7 Issuance costs from proceeds ...............       788
8 Credit enhancement from proceeds .............        
9 Working capital expenditures from proceeds .............        
10 Capital expenditures from proceeds .............   75,585,411   19,317,907
11 Other spent proceeds ............. 156,615,000 88,288,148 197,670,000 150,000,000
12 Other unspent proceeds .............        
13 Year of substantial completion ............. 2008 2014 2016 2018
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue of tax-exempt
bonds (or, if issued prior to 2020, a current refunding issue)? ........
X     X X   X  
15 Were the bonds issued as part of an advance refunding issue of taxable
bonds (or, if issued prior to 2020, an advance refunding issue)? ........
  X X     X   X
16 Has the final allocation of proceeds been made? .......... X   X   X   X  
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? .................. X   X   X   X  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) (Rev. 1-2025)

Schedule K (Form 990) (Rev. 1-2025)
Page 2
Part
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? .............   X   X   X   X
2 Are there any lease arrangements that may result in private business use of bond-financed property? ............... X   X   X   X  
3a Are there any management or service contracts that may result in private business use of bond-financed property? ............. X   X   X   X  
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property? X   X   X   X  
c Are there any research agreements that may result in private business use of bond-financed property? .............   X   X X     X
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property?         X      
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government ....        
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government .........        
6 Total of lines 4 and 5 .............        
7 Does the bond issue meet the private security or payment test? ...   X   X   X   X
8a Has there been a sale or disposition of any of the bond-financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?.............   X   X   X   X
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of. ..        
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? .............                
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under
Regulations sections 1.141-12 and 1.145-2? ........
X   X   X   X  
Part
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has the issuer filed Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate? ...   X   X   X   X
2 If "No" to line 1, did the following apply? ....
a Rebate not due yet? .......   X   X   X X  
b Exception to rebate? ........ X     X X   X  
c No rebate due? ......... X   X   X     X
If "Yes" to line 2c, provide in Part the date the rebate
computation was performed ......
3 Is the bond issue a variable rate issue? .....   X   X X     X
Schedule K (Form 990) (Rev. 1-2025)

Schedule K (Form 990) (Rev. 1-2025)
Page 3
Part
Arbitrage (Continued)
A B C D
Yes No Yes No Yes No Yes No
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue?   X   X   X   X
b Name of provider ..........  
 
 
 
 
 
 
 
c Term of hedge .........        
d Was the hedge superintegrated? ......                
e Was the hedge terminated? ........                
5a Were gross proceeds invested in a guaranteed investment contract (GIC)?   X   X   X   X
b Name of provider ..........  
 
 
 
 
 
 
 
c Term of GIC .........        
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? ........                
6 Were any gross proceeds invested beyond an available temporary period?   X   X   X   X
7 Has the organization established written procedures to monitor the requirements of section 148? ... X   X   X   X  
Part
Procedures To Undertake Corrective Action
A B C D
Yes No Yes No Yes No Yes No
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations? X   X   X   X  
Part
Supplemental Information. Provide additional information for responses to questions on Schedule K. (See instructions).
Return Reference Explanation
SCHEDULE K, PART VI ENTITY 1, ISSUE A: SERIES 2008 ( SENTARA HEALTH SYSTEM) PART II, 3 - AMOUNT OF TOTAL PROCEEDS OF ISSUE INCLUDED ISSUE PRICE. NO INTEREST WAS EARNED, ALL PROCEEDS SPENT ON OR AROUND DATE OF CLOSING FOR REFUNDING PURPOSES. PART II, 7 - THE COST OF ISSUANCE EXPENSES OF THE ISSUE WERE PAID WITH EQUITY FROM SENTARA AND NOT FROM BOND PROCEEDS. PART II, 14 - ISSUE REFUNDED A PRIOR SERIES 2006 ISSUE. THE REFUNDING WAS TREATED AS A CURRENT REFUNDING FOR FEDERAL TAX PURPOSES. ALL PROCEEDS WERE SPENT ON THE DAY OF ISSUE. PART IV, 2B - ISSUE QUALIFIED FOR THE SIX-MONTH SPENDING EXCEPTION TO REBATE. SENTARA PROVIDED WITH ARBITRAGE COMPLIANCE CERTIFICATE IN SEPTEMBER OF 2008. FIRST INSTALLMENT EVALUATION DATE WOULD BE NO LATER THAN 6/25/2013. ON MAY 1, 2015, SENTARA HEALTH MODIFIED AN EXISTING TOTAL RETURN SWAP ("TRS") FOR THE $156,615,000 SERIES 2008 REVENUE BONDS. THE TRS WAS NOT ORIGINALLY TREATED OR IDENTIFIED AS A QUALIFIED HEDGE FOR TAX PURPOSES AND THEREFORE ANY MODIFICATIONS SHOULD NOT HAVE RESULTED IN A REISSUANCE FOR FEDERAL TAX PURPOSES. HOWEVER, BOND COUNSEL AND THE SWAP PROVIDERS COUNSEL REVIEWED PRIVATE LETTER RULING PLR-147816-13, WHICH OUTLINED A VERY SIMILAR SITUATION. THE PLR CONCLUDED THAT AN AMENDMENT TO THE TRS WOULD NOT RESULT IN AN ABUSIVE ARBITRAGE DEVICE AS DEFINED WITHIN THE U.S. TREASURY REGULATIONS. THE PLR DID NOT CONCLUDE WHETHER OR NOT A REISSUANCE SHOULD APPLY IN SUCH A SITUATION. AS A CONSERVATIVE APPROACH, BOND COUNSEL AND THE SWAP PROVIDERS COUNSEL DECIDED TO FOLLOW THE DIRECTION TAKEN BY THE ISSUER IN THE PLR AND ALSO TREAT THE MODIFICATION OF THE TRS AS A REISSUANCE AND FILED A NEW FEDERAL FORM 8038 WITH THE INTERNAL REVENUE SERVICE, DATED MAY 1, 2015. AGAIN, THE TREATMENT OF THE TRS MODIFICATION AS A REISSUANCE WAS PURELY DONE AS A CONSERVATIVE APPROACH. AS STATED ABOVE, THE SERIES 2008 BONDS QUALIFIED FOR THE SIX-MONTH SPENDING EXCEPTION. THEREFORE, THIS ISSUE WAS EXEMPT FROM THE ARBITRAGE REBATE CALCULATION. UNDER THE REISSUANCE TREATMENT, NO REBATE AMOUNTS WOULD HAVE BEEN DUE TO THE IRS AS OF THE MAY 1, 2015 REISSUANCE DATE. FURTHERMORE, THE 2008 REISSUED BONDS WOULD ALSO QUALIFY FOR THE SIX-MONTH SPENDING EXCEPTION AND WOULD NOT OWE AN ARBITRAGE REBATE PAYMENT TO THE IRS AS OF MAY 1, 2020 (FIFTH ANNIVERSARY DATE OF THE REISSUANCE). ENTITY 1, ISSUER B: SERIES 2012B (SENTARA HEALTH SYSTEM) PART II, 3 - TOTAL PROCEEDS OF THE ISSUE INCLUDES ISSUE PRICE, PLUS INTEREST EARNINGS ASSOCIATED WITH PROJECT FUND AND ESCROW FUNDS. PART II, 15 - SERIES 2012B ADVANCE REFUNDED THE MARTHA JEFFERSON SERIES 2002 BONDS MATURING 10/1/2012 - 10/1/2035 WITH A CALL FOR REDEMPTION DATE OF 10/1/2012. THE SERIES 2012B ALSO ADVANCE REFUNDED THE POTOMAC HOSPITAL SERIES 2003 BONDS MATURING 10/1/2012 - 10/1/2036 WITH A CALL FOR REDEMPTION DATE OF 10/1/2013. PART IV, 2A, SENTARA RECEIVES ANNUAL ARBITRAGE COMPLIANCE REPORTS COMPLETED FOR THIS ISSUE. ALL PROCEEDS OF THE SERIES 2012B BONDS WERE FULLY EXPENDED AS OF 3/19/2014. ARBITRAGE COMPLIANCE CERTIFICATE WAS PROVIDED THROUGH THE 5/1/2017 FIFTH BOND YEAR, WHICH REFLECTED THAT NO ARBITRAGE REBATE LIABILITY WAS DUE TO THE IRS. THE SECOND INSTALLMENT EVALUATION DATE WOULD HAVE BEEN 5/1/2022. NO ARBITRAGE REBATE PAYMENT WAS DUE TO THE IRS FOR THE SECOND INSTALLMENT COMPUTATION PERIOD. ON 11/1/2022, SENTARA ISSUED SERIES 2022A BONDS TO PARTIALLY CURRENT REFUND THE SERIES 2012B BONDS. IN ADDITION, SENTARA ENTERED INTO A PURCHASE CONTRACT AND TOTAL RETURN SWAP FOR THE PURPOSE OF PURCHASING A PORTION OF THE SERIES 2012B BONDS IN LIEU OF REDEMPTION. THE PURCHASE CONTRACT AND TOTAL RETURN SWAP WERE NOT TREATED AS A REISSUANCE OF THE SERIES 2012B BONDS FOR FEDERAL TAX PURPOSES. THE REDEMPTION DATE FOR THESE REFUNDED/PURCHASED BONDS WAS ALSO 11/1/2022. ENTITY 1, ISSUER C: SERIES 2016A&B (SENTARA HEALTH) PART II, 3 - COMBINED ISSUE PRICE OF THE SERIES 2016A AND 2016B BONDS. THE SERIES 2016A&B BONDS WERE TREATED AS A SINGLE ISSUE FOR FEDERAL TAX PURPOSES. PART II, 7 - THE COST OF ISSUANCE EXPENSES OF THE ISSUE WERE PAID WITH EQUITY FROM SENTARA AND NOT FROM BOND PROCEEDS. PART II, 14 - SERIES 2016A&B CURRENT REFUNDED THE SERIES 2012A, 2010B, AND 2010C ON THE DATE OF CLOSING. PART IV, 2B&C - ISSUE QUALIFIED FOR THE SIX-MONTH SPENDING EXCEPTION TO REBATE. SENTARA RECEIVED AN ARBITRAGE REBATE COMPLIANCE CERTIFICATE FROM ITS ARBITRAGE CONSULTANT FOR THIS ISSUE. NO REBATE PAYMENT WAS DUE TO THE IRS FOR THIS ISSUE AS OF THE MAY 5, 2021 FIRST INSTALLMENT EVALUATION DATE. ENTITY 1, ISSUER D: SERIES 2018A&B (SENTARA HEALTH) PART II, 3 - COMBINED ISSUE PRICE OF THE SERIES 2018A AND 2018B BONDS. THE SERIES 2018A&B BONDS WERE TREATED AS A SINGLE ISSUE FOR FEDERAL TAX PURPOSES. THE TOTAL AMOUNT INCLUDED ON LINE 3 INCLUDES THE ISSUE PRICE OF THE SERIES 2018A&B BONDS, PLUS $19MM OF TRANSFERRED PROCEEDS, PLUS INTEREST EARNINGS RECEIVED FROM THE TRANSFERRED PROCEEDS (SERIES 2017 PROJECT FUND). PART II, 7 - ONLY A RESIDUAL AMOUNT OF BOND PROCEEDS WERE USED FOR COST OF ISSUANCE EXPENSES. A MAJORITY OF THESE COST OF ISSUANCE EXPENSES WERE PAID WITH EQUITY FROM SENTARA. PART II, 14 - SERIES 2018A&B CURRENT REFUNDED SERIES 2017 BONDS ON THE DATE OF CLOSING. THE SERIES 2018A&B BONDS RECEIVED TRANSFERRED PROCEEDS ON MAY 15, 2018 REDEMPTION DATE. PART IV, 2B&C - ISSUE QUALIFIED FOR THE SIX-MONTH SPENDING EXCEPTION TO REBATE. HOWEVER, THE SERIES 2018A&B RECEIVED TRANSFERRED PROCEEDS THAT WERE SUBJECT TO ARBITRAGE COMPLIANCE. SENTARA RECEIVED AN ARBITRAGE REBATE COMPLIANCE CERTIFICATE FROM ITS ARBITRAGE CONSULTANT FOR THIS ISSUE. ALL TRANSFERRED PROCEEDS WERE FULLY EXPENDED BY NOVEMBER 1, 2018. NO REBATE PAYMENT WAS DUE TO THE IRS FOR THIS ISSUE AS OF THE MAY 15, 2023 FIRST INSTALLMENT EVALUATION DATE.
SCHEDULE K, PART VI ENTITY 2, ISSUER A: SERIES 2018A&B (SENTARA MARTHA JEFFERSON HOSPITAL) PART II, 3 - COMBINED ISSUE PRICE OF THE SERIES 2018A AND 2018B BONDS. THE SERIES 2018A&B BONDS WERE TREATED AS A SINGLE ISSUE FOR FEDERAL TAX PURPOSES. PART II, 7 - THE COST OF ISSUANCE EXPENSES OF THE ISSUE WERE PAID WITH EQUITY FROM SENTARA AND NOT FROM BOND PROCEEDS. PART II, 14 - SERIES 2018A&B CURRENT REFUNDED SERIES 2013A&B BONDS ON THE DATE OF CLOSING. PART IV, 2B&C - ISSUE QUALIFIED FOR THE SIX-MONTH SPENDING EXCEPTION TO REBATE. SENTARA RECEIVED AN ARBITRAGE REBATE COMPLIANCE CERTIFICATE FROM ITS ARBITRAGE CONSULTANT FOR THIS ISSUE. NO REBATE PAYMENT WAS DUE TO THE IRS FOR THIS ISSUE AS OF THE DECEMBER 31, 2022 FIRST INSTALLMENT EVALUATION DATE. ENTITY 2, ISSUER B: SERIES 2020 (SENTARA HEALTH SYSTEM - VSBFA) PART II, 3 - TOTAL PROCEEDS OF THE ISSUE INCLUDES ISSUE PRICE PLUS ORIGINAL ISSUE PREMIUM, PLUS INTEREST EARNINGS RECEIVED ON THE SERIES 2020 REFUNDING PROCEEDS WHILE OUTSTANDING. PART II, 7 - THE COST OF ISSUANCE EXPENSES OF THE ISSUE WERE PAID WITH EQUITY FROM SENTARA AND NOT FROM BOND PROCEEDS. PART II, 14 - SERIES 2020 CURRENT REFUNDED SERIES 2010 BONDS ON MAY 1, 2020. PART IV, 2B&C - ISSUE QUALIFIED FOR THE SIX-MONTH SPENDING EXCEPTION TO REBATE. SENTARA RECEIVED AN ARBITRAGE REBATE COMPLIANCE CERTIFICATE FROM ITS ARBITRAGE CONSULTANT FOR THIS ISSUE. NO REBATE PAYMENT IS EXPECTED TO BE DUE TO THE IRS FOR THIS ISSUE AS OF THE FEBRUARY 3, 2025 FIRST INSTALLMENT EVALUATION DATE. ENTITY 2, ISSUER C: SERIES 2021A (SENTARA RMH MEDICAL CENTER - VSBFA) PART II, 3 - TOTAL PROCEEDS OF THE ISSUE INCLUDES ISSUE PRICE LESS ORIGINAL ISSUE DISCOUNT. PART II, 7 - THE COST OF ISSUANCE EXPENSES OF THE ISSUE WERE PAID WITH EQUITY FROM SENTARA AND NOT FROM BOND PROCEEDS. PART II, 14 - SERIES 2021A CURRENT REFUNDED THE SERIES 2016D RMH BONDS, SERIES 2016E RMH BONDS AND SERIES 2016F RMH BONDS ON OCTOBER 14, 2021. PART IV, 2B&C - ISSUE QUALIFIED FOR THE SIX-MONTH SPENDING EXCEPTION TO REBATE. SENTARA RECEIVED AN ARBITRAGE REBATE COMPLIANCE CERTIFICATE FROM ITS ARBITRAGE CONSULTANT FOR THIS ISSUE. NO REBATE PAYMENT IS EXPECTED TO BE DUE TO THE IRS FOR THIS ISSUE AS OF THE OCTOBER 14, 2026 FIRST INSTALLMENT EVALUATION DATE. ENTITY 2, ISSUER D: SERIES 2022A (SENTARA HEALTH - VSBFA) PART II, 3 - AMOUNT OF TOTAL PROCEEDS OF ISSUE INCLUDES ISSUE PRICE PLUS PROJECT FUND INTEREST EARNINGS. PART II, 7 - THE COST OF ISSUANCE EXPENSES OF THE ISSUE WERE PAID WITH EQUITY FROM SENTARA AND NOT FROM BOND PROCEEDS. PART II, 10 - CAPITAL EXPENDITURES FROM PROCEEDS INCLUDE $140,615,000.00 EXPENSE FROM PROJECT FUND. PART II, 11 - OTHER SPENT PROCEEDS INCLUDES CURRENT REFUNDING PROCEEDS. PART II, 14 - SERIES 2022A PARTIALLY CURRENT REFUNDED THE SERIES 2012B EDA THE CITY OF NORFOLK, VA BONDS ON NOVEMBER 1, 2022. PART IV, 2B&C - REFUNDING PORTION OF ISSUE QUALIFIED FOR THE SIX-MONTH SPENDING EXCEPTION TO REBATE. NEW MONEY PORTION REQUIRED THE ARBITRAGE REBATE CALCULATION. ALL NEW MONEY PROCEEDS WERE FULLY EXPENDED BY AUGUST 20, 2024. THE SELECTED FIRST INSTALLMENT EVALUATION DATE WAS OCTOBER 1, 2024. AN ARBITRAGE REBATE PAYMENT OF $2,077,067.60 WAS PAID TO THE IRS ON 11/18/2024. THE ARBITRAGE REBATE PAYMENT WAS TREATED AS A REDUCTION OF INTEREST EARNINGS FOR THE SERIES 2022A BONDS. THE AMOUNT STATED ON PART II, 3 HAS BEEN ADJUSTED TO ACCOUNT FOR THE ARBITRAGE REBATE PAYMENT.
SCHEDULE K, PART VI ENTITY 1, ISSUE A: SERIES 2023 (SENTARA HEALTH) PART II, 7 - THE COST OF ISSUANCE EXPENSES OF THE ISSUE WERE PAID WITH EQUITY FROM SENTARA AND NOT FROM BOND PROCEEDS. PART II, 14 - SERIES 2023 CURRENT REFUNDED THE SERIES 2016C RMH BONDS ON THE DATE OF CLOSING. PART IV, 2B&C - ISSUE QUALIFIED FOR THE SIX-MONTH SPENDING EXCEPTION TO REBATE. SENTARA RECEIVED AN ARBITRAGE REBATE COMPLIANCE CERTIFICATE FROM ITS ARBITRAGE CONSULTANT FOR THIS ISSUE. NO REBATE PAYMENT WILL BE DUE TO THE IRS FOR THIS ISSUE AS OF THE AUGUST 15, 2028 FIRST INSTALLMENT EVALUATION DATE.
Schedule K (Form 990) (Rev. 1-2025)

Additional Data


Software ID:  
Software Version:  


Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

Schedule K
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information on Tax-Exempt Bonds
Complete if the organization answered "Yes" to Form 990, Part , line 24a. Provide descriptions,
explanations, and any additional information in Part .
Attach to Form 990.

Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
Open to Public
Inspection
Name of the organization
SENTARA HEALTH
 
Employer identification number
52-1271901
Part
Bond Issues
(a) Issuer name (b) Issuer EIN (c) CUSIP # (d) Date issued (e) Issue price (f) Description of purpose (g) Defeased (h) On
behalf of
issuer
(i) Pool
financing
Yes No Yes No Yes No
A EDA THE CITY OF SUFFOLK VA
 
54-1131047 86481QAA7 06-25-2008 156,615,000 REFUNDED BONDS ISSUED OCTOBER 2006   X   X   X
B EDA THE CITY OF NORFOLK VA
 
52-1375010 65588NBB7 05-16-2012 163,163,080 REF. POTOMAC 2003, MJH 2002, NEW PROJ.   X   X   X
C EDA THE CITY OF NORFOLK VA
 
52-1375010 65588TAP4 05-05-2016 197,670,000 REF. SERIES 2012A, 2010B, AND 2010C   X   X   X
D EDA OF THE CITY OF NORFOLK
 
52-1375010 65588TAT6 05-15-2018 150,000,788 CURRENT REFUND SERIES 2017 BONDS   X   X   X
EDA OF ALBERMARLE COUNTY VA
 
52-1297503 012663AM2 05-15-2018 154,550,000 CURRENTLY REFUND SERIES 2013AB BONDS   X   X   X
VA SMALL BUSINESS FINANCING AUTHORITY
 
52-1300845 928105BY0 02-03-2020 211,671,094 CURRENTLY REFUND SERIES 2010 BONDS   X   X   X
EDA OF ROCKINGHAM COUNTY VA
 
54-1155987 77345QAC8 10-14-2021 153,790,516 CUR. REFUND SERIES 2016D 2016E 2016F   X   X   X
VA SMALL BUSINESS FINANCING AUTHORITY
 
52-1300845   11-01-2022 160,000,000 CURRENT REF. SERIES 2012B/NEW MONEY   X   X   X
EDA OF THE CITY OF HARRISONBURG VA
 
54-2000436 415668AA0 08-15-2023 91,990,000 CURRENTLY REFUND SERIES 2016C BONDS   X   X   X
Part
Proceeds
A B C D
1 Amount of bonds retired .................. 45,865,000 128,830,000 54,720,000 5,880,000
2 Amount of bonds legally defeased ..............        
3 Total proceeds of issue .................. 156,615,000 163,873,559 197,670,000 169,318,695
4 Gross proceeds in reserve funds .............        
5 Capitalized interest from proceeds .............        
6 Proceeds in refunding escrows ...............        
7 Issuance costs from proceeds ...............       788
8 Credit enhancement from proceeds .............        
9 Working capital expenditures from proceeds .............        
10 Capital expenditures from proceeds .............   75,585,411   19,317,907
11 Other spent proceeds ............. 156,615,000 88,288,148 197,670,000 150,000,000
12 Other unspent proceeds .............        
13 Year of substantial completion ............. 2008 2014 2016 2018
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue of tax-exempt
bonds (or, if issued prior to 2020, a current refunding issue)? ........
X     X X   X  
15 Were the bonds issued as part of an advance refunding issue of taxable
bonds (or, if issued prior to 2020, an advance refunding issue)? ........
  X X     X   X
16 Has the final allocation of proceeds been made? .......... X   X   X   X  
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? .................. X   X   X   X  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) (Rev. 1-2025)

Schedule K (Form 990) (Rev. 1-2025)
Page 2
Part
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? .............   X   X   X   X
2 Are there any lease arrangements that may result in private business use of bond-financed property? ............... X   X   X   X  
3a Are there any management or service contracts that may result in private business use of bond-financed property? ............. X   X   X   X  
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property? X   X   X   X  
c Are there any research agreements that may result in private business use of bond-financed property? .............   X   X X     X
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property?         X      
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government ....        
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government .........        
6 Total of lines 4 and 5 .............        
7 Does the bond issue meet the private security or payment test? ...   X   X   X   X
8a Has there been a sale or disposition of any of the bond-financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?.............   X   X   X   X
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of. ..        
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? .............                
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under
Regulations sections 1.141-12 and 1.145-2? ........
X   X   X   X  
Part
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has the issuer filed Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate? ...   X   X   X   X
2 If "No" to line 1, did the following apply? ....
a Rebate not due yet? .......   X   X   X X  
b Exception to rebate? ........ X     X X   X  
c No rebate due? ......... X   X   X     X
If "Yes" to line 2c, provide in Part the date the rebate
computation was performed ......
3 Is the bond issue a variable rate issue? .....   X   X X     X
Schedule K (Form 990) (Rev. 1-2025)

Schedule K (Form 990) (Rev. 1-2025)
Page 3
Part
Arbitrage (Continued)
A B C D
Yes No Yes No Yes No Yes No
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue?   X   X   X   X
b Name of provider ..........  
 
 
 
 
 
 
 
c Term of hedge .........        
d Was the hedge superintegrated? ......                
e Was the hedge terminated? ........                
5a Were gross proceeds invested in a guaranteed investment contract (GIC)?   X   X   X   X
b Name of provider ..........  
 
 
 
 
 
 
 
c Term of GIC .........        
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? ........                
6 Were any gross proceeds invested beyond an available temporary period?   X   X   X   X
7 Has the organization established written procedures to monitor the requirements of section 148? ... X   X   X   X  
Part
Procedures To Undertake Corrective Action
A B C D
Yes No Yes No Yes No Yes No
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations? X   X   X   X  
Part
Supplemental Information. Provide additional information for responses to questions on Schedule K. (See instructions).
Return Reference Explanation
SCHEDULE K, PART VI ENTITY 1, ISSUE A: SERIES 2008 ( SENTARA HEALTH SYSTEM) PART II, 3 - AMOUNT OF TOTAL PROCEEDS OF ISSUE INCLUDED ISSUE PRICE. NO INTEREST WAS EARNED, ALL PROCEEDS SPENT ON OR AROUND DATE OF CLOSING FOR REFUNDING PURPOSES. PART II, 7 - THE COST OF ISSUANCE EXPENSES OF THE ISSUE WERE PAID WITH EQUITY FROM SENTARA AND NOT FROM BOND PROCEEDS. PART II, 14 - ISSUE REFUNDED A PRIOR SERIES 2006 ISSUE. THE REFUNDING WAS TREATED AS A CURRENT REFUNDING FOR FEDERAL TAX PURPOSES. ALL PROCEEDS WERE SPENT ON THE DAY OF ISSUE. PART IV, 2B - ISSUE QUALIFIED FOR THE SIX-MONTH SPENDING EXCEPTION TO REBATE. SENTARA PROVIDED WITH ARBITRAGE COMPLIANCE CERTIFICATE IN SEPTEMBER OF 2008. FIRST INSTALLMENT EVALUATION DATE WOULD BE NO LATER THAN 6/25/2013. ON MAY 1, 2015, SENTARA HEALTH MODIFIED AN EXISTING TOTAL RETURN SWAP ("TRS") FOR THE $156,615,000 SERIES 2008 REVENUE BONDS. THE TRS WAS NOT ORIGINALLY TREATED OR IDENTIFIED AS A QUALIFIED HEDGE FOR TAX PURPOSES AND THEREFORE ANY MODIFICATIONS SHOULD NOT HAVE RESULTED IN A REISSUANCE FOR FEDERAL TAX PURPOSES. HOWEVER, BOND COUNSEL AND THE SWAP PROVIDERS COUNSEL REVIEWED PRIVATE LETTER RULING PLR-147816-13, WHICH OUTLINED A VERY SIMILAR SITUATION. THE PLR CONCLUDED THAT AN AMENDMENT TO THE TRS WOULD NOT RESULT IN AN ABUSIVE ARBITRAGE DEVICE AS DEFINED WITHIN THE U.S. TREASURY REGULATIONS. THE PLR DID NOT CONCLUDE WHETHER OR NOT A REISSUANCE SHOULD APPLY IN SUCH A SITUATION. AS A CONSERVATIVE APPROACH, BOND COUNSEL AND THE SWAP PROVIDERS COUNSEL DECIDED TO FOLLOW THE DIRECTION TAKEN BY THE ISSUER IN THE PLR AND ALSO TREAT THE MODIFICATION OF THE TRS AS A REISSUANCE AND FILED A NEW FEDERAL FORM 8038 WITH THE INTERNAL REVENUE SERVICE, DATED MAY 1, 2015. AGAIN, THE TREATMENT OF THE TRS MODIFICATION AS A REISSUANCE WAS PURELY DONE AS A CONSERVATIVE APPROACH. AS STATED ABOVE, THE SERIES 2008 BONDS QUALIFIED FOR THE SIX-MONTH SPENDING EXCEPTION. THEREFORE, THIS ISSUE WAS EXEMPT FROM THE ARBITRAGE REBATE CALCULATION. UNDER THE REISSUANCE TREATMENT, NO REBATE AMOUNTS WOULD HAVE BEEN DUE TO THE IRS AS OF THE MAY 1, 2015 REISSUANCE DATE. FURTHERMORE, THE 2008 REISSUED BONDS WOULD ALSO QUALIFY FOR THE SIX-MONTH SPENDING EXCEPTION AND WOULD NOT OWE AN ARBITRAGE REBATE PAYMENT TO THE IRS AS OF MAY 1, 2020 (FIFTH ANNIVERSARY DATE OF THE REISSUANCE). ENTITY 1, ISSUER B: SERIES 2012B (SENTARA HEALTH SYSTEM) PART II, 3 - TOTAL PROCEEDS OF THE ISSUE INCLUDES ISSUE PRICE, PLUS INTEREST EARNINGS ASSOCIATED WITH PROJECT FUND AND ESCROW FUNDS. PART II, 15 - SERIES 2012B ADVANCE REFUNDED THE MARTHA JEFFERSON SERIES 2002 BONDS MATURING 10/1/2012 - 10/1/2035 WITH A CALL FOR REDEMPTION DATE OF 10/1/2012. THE SERIES 2012B ALSO ADVANCE REFUNDED THE POTOMAC HOSPITAL SERIES 2003 BONDS MATURING 10/1/2012 - 10/1/2036 WITH A CALL FOR REDEMPTION DATE OF 10/1/2013. PART IV, 2A, SENTARA RECEIVES ANNUAL ARBITRAGE COMPLIANCE REPORTS COMPLETED FOR THIS ISSUE. ALL PROCEEDS OF THE SERIES 2012B BONDS WERE FULLY EXPENDED AS OF 3/19/2014. ARBITRAGE COMPLIANCE CERTIFICATE WAS PROVIDED THROUGH THE 5/1/2017 FIFTH BOND YEAR, WHICH REFLECTED THAT NO ARBITRAGE REBATE LIABILITY WAS DUE TO THE IRS. THE SECOND INSTALLMENT EVALUATION DATE WOULD HAVE BEEN 5/1/2022. NO ARBITRAGE REBATE PAYMENT WAS DUE TO THE IRS FOR THE SECOND INSTALLMENT COMPUTATION PERIOD. ON 11/1/2022, SENTARA ISSUED SERIES 2022A BONDS TO PARTIALLY CURRENT REFUND THE SERIES 2012B BONDS. IN ADDITION, SENTARA ENTERED INTO A PURCHASE CONTRACT AND TOTAL RETURN SWAP FOR THE PURPOSE OF PURCHASING A PORTION OF THE SERIES 2012B BONDS IN LIEU OF REDEMPTION. THE PURCHASE CONTRACT AND TOTAL RETURN SWAP WERE NOT TREATED AS A REISSUANCE OF THE SERIES 2012B BONDS FOR FEDERAL TAX PURPOSES. THE REDEMPTION DATE FOR THESE REFUNDED/PURCHASED BONDS WAS ALSO 11/1/2022. ENTITY 1, ISSUER C: SERIES 2016A&B (SENTARA HEALTH) PART II, 3 - COMBINED ISSUE PRICE OF THE SERIES 2016A AND 2016B BONDS. THE SERIES 2016A&B BONDS WERE TREATED AS A SINGLE ISSUE FOR FEDERAL TAX PURPOSES. PART II, 7 - THE COST OF ISSUANCE EXPENSES OF THE ISSUE WERE PAID WITH EQUITY FROM SENTARA AND NOT FROM BOND PROCEEDS. PART II, 14 - SERIES 2016A&B CURRENT REFUNDED THE SERIES 2012A, 2010B, AND 2010C ON THE DATE OF CLOSING. PART IV, 2B&C - ISSUE QUALIFIED FOR THE SIX-MONTH SPENDING EXCEPTION TO REBATE. SENTARA RECEIVED AN ARBITRAGE REBATE COMPLIANCE CERTIFICATE FROM ITS ARBITRAGE CONSULTANT FOR THIS ISSUE. NO REBATE PAYMENT WAS DUE TO THE IRS FOR THIS ISSUE AS OF THE MAY 5, 2021 FIRST INSTALLMENT EVALUATION DATE. ENTITY 1, ISSUER D: SERIES 2018A&B (SENTARA HEALTH) PART II, 3 - COMBINED ISSUE PRICE OF THE SERIES 2018A AND 2018B BONDS. THE SERIES 2018A&B BONDS WERE TREATED AS A SINGLE ISSUE FOR FEDERAL TAX PURPOSES. THE TOTAL AMOUNT INCLUDED ON LINE 3 INCLUDES THE ISSUE PRICE OF THE SERIES 2018A&B BONDS, PLUS $19MM OF TRANSFERRED PROCEEDS, PLUS INTEREST EARNINGS RECEIVED FROM THE TRANSFERRED PROCEEDS (SERIES 2017 PROJECT FUND). PART II, 7 - ONLY A RESIDUAL AMOUNT OF BOND PROCEEDS WERE USED FOR COST OF ISSUANCE EXPENSES. A MAJORITY OF THESE COST OF ISSUANCE EXPENSES WERE PAID WITH EQUITY FROM SENTARA. PART II, 14 - SERIES 2018A&B CURRENT REFUNDED SERIES 2017 BONDS ON THE DATE OF CLOSING. THE SERIES 2018A&B BONDS RECEIVED TRANSFERRED PROCEEDS ON MAY 15, 2018 REDEMPTION DATE. PART IV, 2B&C - ISSUE QUALIFIED FOR THE SIX-MONTH SPENDING EXCEPTION TO REBATE. HOWEVER, THE SERIES 2018A&B RECEIVED TRANSFERRED PROCEEDS THAT WERE SUBJECT TO ARBITRAGE COMPLIANCE. SENTARA RECEIVED AN ARBITRAGE REBATE COMPLIANCE CERTIFICATE FROM ITS ARBITRAGE CONSULTANT FOR THIS ISSUE. ALL TRANSFERRED PROCEEDS WERE FULLY EXPENDED BY NOVEMBER 1, 2018. NO REBATE PAYMENT WAS DUE TO THE IRS FOR THIS ISSUE AS OF THE MAY 15, 2023 FIRST INSTALLMENT EVALUATION DATE.
SCHEDULE K, PART VI ENTITY 2, ISSUER A: SERIES 2018A&B (SENTARA MARTHA JEFFERSON HOSPITAL) PART II, 3 - COMBINED ISSUE PRICE OF THE SERIES 2018A AND 2018B BONDS. THE SERIES 2018A&B BONDS WERE TREATED AS A SINGLE ISSUE FOR FEDERAL TAX PURPOSES. PART II, 7 - THE COST OF ISSUANCE EXPENSES OF THE ISSUE WERE PAID WITH EQUITY FROM SENTARA AND NOT FROM BOND PROCEEDS. PART II, 14 - SERIES 2018A&B CURRENT REFUNDED SERIES 2013A&B BONDS ON THE DATE OF CLOSING. PART IV, 2B&C - ISSUE QUALIFIED FOR THE SIX-MONTH SPENDING EXCEPTION TO REBATE. SENTARA RECEIVED AN ARBITRAGE REBATE COMPLIANCE CERTIFICATE FROM ITS ARBITRAGE CONSULTANT FOR THIS ISSUE. NO REBATE PAYMENT WAS DUE TO THE IRS FOR THIS ISSUE AS OF THE DECEMBER 31, 2022 FIRST INSTALLMENT EVALUATION DATE. ENTITY 2, ISSUER B: SERIES 2020 (SENTARA HEALTH SYSTEM - VSBFA) PART II, 3 - TOTAL PROCEEDS OF THE ISSUE INCLUDES ISSUE PRICE PLUS ORIGINAL ISSUE PREMIUM, PLUS INTEREST EARNINGS RECEIVED ON THE SERIES 2020 REFUNDING PROCEEDS WHILE OUTSTANDING. PART II, 7 - THE COST OF ISSUANCE EXPENSES OF THE ISSUE WERE PAID WITH EQUITY FROM SENTARA AND NOT FROM BOND PROCEEDS. PART II, 14 - SERIES 2020 CURRENT REFUNDED SERIES 2010 BONDS ON MAY 1, 2020. PART IV, 2B&C - ISSUE QUALIFIED FOR THE SIX-MONTH SPENDING EXCEPTION TO REBATE. SENTARA RECEIVED AN ARBITRAGE REBATE COMPLIANCE CERTIFICATE FROM ITS ARBITRAGE CONSULTANT FOR THIS ISSUE. NO REBATE PAYMENT IS EXPECTED TO BE DUE TO THE IRS FOR THIS ISSUE AS OF THE FEBRUARY 3, 2025 FIRST INSTALLMENT EVALUATION DATE. ENTITY 2, ISSUER C: SERIES 2021A (SENTARA RMH MEDICAL CENTER - VSBFA) PART II, 3 - TOTAL PROCEEDS OF THE ISSUE INCLUDES ISSUE PRICE LESS ORIGINAL ISSUE DISCOUNT. PART II, 7 - THE COST OF ISSUANCE EXPENSES OF THE ISSUE WERE PAID WITH EQUITY FROM SENTARA AND NOT FROM BOND PROCEEDS. PART II, 14 - SERIES 2021A CURRENT REFUNDED THE SERIES 2016D RMH BONDS, SERIES 2016E RMH BONDS AND SERIES 2016F RMH BONDS ON OCTOBER 14, 2021. PART IV, 2B&C - ISSUE QUALIFIED FOR THE SIX-MONTH SPENDING EXCEPTION TO REBATE. SENTARA RECEIVED AN ARBITRAGE REBATE COMPLIANCE CERTIFICATE FROM ITS ARBITRAGE CONSULTANT FOR THIS ISSUE. NO REBATE PAYMENT IS EXPECTED TO BE DUE TO THE IRS FOR THIS ISSUE AS OF THE OCTOBER 14, 2026 FIRST INSTALLMENT EVALUATION DATE. ENTITY 2, ISSUER D: SERIES 2022A (SENTARA HEALTH - VSBFA) PART II, 3 - AMOUNT OF TOTAL PROCEEDS OF ISSUE INCLUDES ISSUE PRICE PLUS PROJECT FUND INTEREST EARNINGS. PART II, 7 - THE COST OF ISSUANCE EXPENSES OF THE ISSUE WERE PAID WITH EQUITY FROM SENTARA AND NOT FROM BOND PROCEEDS. PART II, 10 - CAPITAL EXPENDITURES FROM PROCEEDS INCLUDE $140,615,000.00 EXPENSE FROM PROJECT FUND. PART II, 11 - OTHER SPENT PROCEEDS INCLUDES CURRENT REFUNDING PROCEEDS. PART II, 14 - SERIES 2022A PARTIALLY CURRENT REFUNDED THE SERIES 2012B EDA THE CITY OF NORFOLK, VA BONDS ON NOVEMBER 1, 2022. PART IV, 2B&C - REFUNDING PORTION OF ISSUE QUALIFIED FOR THE SIX-MONTH SPENDING EXCEPTION TO REBATE. NEW MONEY PORTION REQUIRED THE ARBITRAGE REBATE CALCULATION. ALL NEW MONEY PROCEEDS WERE FULLY EXPENDED BY AUGUST 20, 2024. THE SELECTED FIRST INSTALLMENT EVALUATION DATE WAS OCTOBER 1, 2024. AN ARBITRAGE REBATE PAYMENT OF $2,077,067.60 WAS PAID TO THE IRS ON 11/18/2024. THE ARBITRAGE REBATE PAYMENT WAS TREATED AS A REDUCTION OF INTEREST EARNINGS FOR THE SERIES 2022A BONDS. THE AMOUNT STATED ON PART II, 3 HAS BEEN ADJUSTED TO ACCOUNT FOR THE ARBITRAGE REBATE PAYMENT.
SCHEDULE K, PART VI ENTITY 1, ISSUE A: SERIES 2023 (SENTARA HEALTH) PART II, 7 - THE COST OF ISSUANCE EXPENSES OF THE ISSUE WERE PAID WITH EQUITY FROM SENTARA AND NOT FROM BOND PROCEEDS. PART II, 14 - SERIES 2023 CURRENT REFUNDED THE SERIES 2016C RMH BONDS ON THE DATE OF CLOSING. PART IV, 2B&C - ISSUE QUALIFIED FOR THE SIX-MONTH SPENDING EXCEPTION TO REBATE. SENTARA RECEIVED AN ARBITRAGE REBATE COMPLIANCE CERTIFICATE FROM ITS ARBITRAGE CONSULTANT FOR THIS ISSUE. NO REBATE PAYMENT WILL BE DUE TO THE IRS FOR THIS ISSUE AS OF THE AUGUST 15, 2028 FIRST INSTALLMENT EVALUATION DATE.
Schedule K (Form 990) (Rev. 1-2025)

Additional Data


Software ID:  
Software Version:  

SCHEDULE O
(Form 990)
(Rev. January 2025)
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 instructions and the latest information.
OMB No. 1545-0047
Open to Public
Inspection
Name of the organization
SENTARA HEALTH
 
Employer identification number

52-1271901
Return Reference Explanation
FORM 990, PART III, LINE 4A, PROGRAM SERVICE ACCOMPLISHMENTS SENTARA HEALTH I. SENTARA HEALTH--OVERVIEW SENTARA HEALTH CELEBRATES MORE THAN 136 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 34,000 EMPLOYEES (INCLUDING 1,600 PHYSICIANS AND ADVANCED PRACTICE PROVIDERS), 12 HOSPITALS IN VIRGINIA AND NORTHEASTERN NORTH CAROLINA, AND THE SENTARA HEALTH PLANS DIVISION, WHICH SERVES 1.1 MILLION MEMBERS IN VIRGINIA AND FLORIDA. SENTARA IS NATIONALLY RECOGNIZED 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. SENTARA ALSO PARTICIPATES IN AN ACCOUNTABLE CARE ORGANIZATION (ACO), WHICH SUPPORTS COORDINATED CARE EFFORTS AND VALUE-BASED INITIATIVES TO IMPROVE PATIENT OUTCOMES AND REDUCE HEALTHCARE COSTS. IN 2024, SENTARA CONTINUED THE BRAND EVOLUTION FROM SENTARA HEALTHCARE TO SENTARA HEALTH. THE NEW NAME REFLECTS OUR ENHANCED FOCUS ON PROMOTING THE OVERALL HEALTH AND WELL-BEING OF OUR CONSUMERS--OUR 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. SENTARA STRIVES 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 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 PROVIDES MUCH IN THE WAY OF COMMUNITY BENEFIT AND CHARITY CARE ON AN ANNUAL BASIS. THE VALUE OF COMMUNITY BENEFIT TOTALED $329 MILLION IN 2024. SENTARA PROVIDED $174 MILLION IN NET UNCOMPENSATED PATIENT CARE COSTS; $96 MILLION IN TEACHING & TRAINING OF HEALTHCARE PROFESSIONALS; $40 MILLION IN COMMUNITY GIVING; AND $19 MILLION IN HEALTH & PREVENTION PROGRAMS. SENTARA AND ITS TEAM MEMBERS CONTRIBUTED NEARLY $2.4 MILLION TO THE UNITED WAY THROUGH DIRECT EMPLOYEE CONTRIBUTIONS AND THE EMPLOYEE MATCHING PROGRAM. A. PREVIOUSLY LAUNCHED IN 2022, SENTARA COMMUNITY CARE (SCC) IS AN INNOVATIVE MODEL OF CARE THAT 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 SENTARA DELIVERS INSIDE OF OUR MEDICAL FACILITIES. IN 2024: I. SCC LAUNCHED AN INNOVATIVE SCHOOL-BASED TELEHEALTH PROGRAM IN PARTNERSHIP WITH HAMPTON AND HARRISONBURG, VIRGINIA SCHOOL SYSTEMS, DELIVERING ACUTE PRIMARY CARE SERVICES DIRECTLY TO STUDENTS AND FACULTY IN THEIR OWN SCHOOLS. SENTARA PLANS TO EXPAND TO MORE THAN 25 TITLE I SCHOOLS ACROSS THE COMMONWEALTH OF VIRGINIA. II. SCC OPENED A NEW COMMUNITY CARE CENTER IN HENRICO COUNTY, VIRGINIA. THE NEW CENTER OFFERS COMPREHENSIVE PRIMARY CARE, PEDIATRIC CARE, PRENATAL CARE, BEHAVIORAL HEALTH, ADDICTION MEDICINE, AND SOCIAL CARE SERVICES; A COMMUNITY FOOD PANTRY; AND GREATER ACCESS TO ESSENTIAL COMMUNITY RESOURCES--ALL IN ONE LOCATION. III. A SIXTH SCC "SENTARA MOBILE CARE" VEHICLE WAS INTRODUCED IN SOUTHERN VIRGINIA TO EXPAND ACCESS TO HIGH-QUALITY MEDICAL CARE AND SOCIAL CARE SERVICES ACROSS THE SENTARA NETWORK. IV. SCC PARTNERED WITH THE FOODBANK OF SOUTHEASTERN VIRGINIA AND THE EASTERN SHORE TO OPEN A NEW FOODBANK LOCATION NEXT DOOR TO OUR SCC CENTER IN NORFOLK, VIRGINIA. B. SENTARA CONTINUES OUR EFFORTS THROUGH OUR COMMUNITY ENGAGEMENT AND IMPACT (CEI) PROGRAM, SENTARA CARES, TO INSPIRE, EMPOWER AND SUPPORT THE COMMUNITIES SENTARA SERVES IN THE MOST IMPACTFUL WAY. SENTARA IS COMMITTED TO SUPPORTING COMMUNITY-BASED HEALTH OPPORTUNITY PROGRAMS THAT FOCUS ON IMPROVING PUBLIC HEALTH, TACKLING HEALTH INEQUITIES, ADDRESSING SOCIAL DRIVERS OF HEALTH, AND PROMOTING EQUITABLE ACCESS TO CARE IN TRADITIONALLY UNDERSERVED COMMUNITIES. I. SENTARA AWARDED APPROXIMATELY $10 MILLION IN SENTARA CARES GRANTS AND MICROGRANTS TO 219 COMMUNITY ORGANIZATIONS WORKING TO IMPROVE THE HEALTH AND WELL-BEING OF THE INDIVIDUALS LIVING IN THE COMMUNITIES WE SERVE. II. SENTARA INVESTED $3 MILLION IN A BEHAVIORAL HEALTH INNOVATION FUND AIMED AT IMPROVING ACCESS TO BEHAVIORAL HEALTH SERVICES THROUGHOUT THE COMMONWEALTH OF VIRGINIA. THIS FUND FOCUSES ON 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. A. SENTARA PARTNERED WITH THE VIRGINIA STAGE COMPANY (VSC) TO BRING "EVERY BRILLIANT THING," AN INSPIRATIONAL PLAY ABOUT MENTAL HEALTH TO COMMUNITIES. IN 2024, VSC PRESENTED 42 PERFORMANCES OF "EVERY BRILLIANT THING" AT OVER 30 VENUES, REACHING 5,535 ATTENDEES. III. 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. AS PART OF THE PARTNERSHIP WITH LISC, SENTARA SUPPORTED THE PREDEVELOPMENT OF AN UPCOMING 50-UNIT MULTI-FAMILY RENTAL FACILITY CALLED NEWPORT GARDENS; CONSTRUCTION OF 40 ADDITIONAL STUDIO APARTMENTS; AND AWARDING FORKIDS A GRANT TO PROVIDE EMERGENCY SHELTER FOR FAMILIES AND CHILDREN. IV. IN RESPONSE TO MEDICAL STAFF SHORTAGES PLAGUING OUR U.S. HEALTHCARE SYSTEM, SENTARA CONTINUED SENTARA SCHOLARS, ITS PIPELINE DEVELOPMENT PROGRAM TO PROVIDE FINANCIAL SUPPORT TO STUDENTS PURSUING HEALTHCARE CAREERS. IN 2024, SENTARA SCHOLARS PROVIDED $1.18 MILLION IN FINANCIAL SUPPORT TO STUDENTS ACROSS 13 UNIVERSITIES AND EDUCATIONAL INSTITUTIONS. V. SENTARA PARTNERED WITH THE FIVE CITIES OF SOUTH HAMPTON ROADS TO SECURE A $833,800 GRANT FROM THE VIRGINIA OPIOID ABATEMENT AUTHORITY TO PROVIDE A MOBILE CARE VEHICLE DEDICATED TO TREATMENT AND SERVICES FOR INDIVIDUALS WITH OPIOID USE DISORDER IN THE CITIES OF CHESAPEAKE, NORFOLK, PORTSMOUTH, SUFFOLK, AND VIRGINIA BEACH. THE VEHICLE IS PLANNED TO LAUNCH IN 2025. C. SENTARA COMMITTED $350 MILLION OVER 10 YEARS IN SUPPORT OF THE MERGER OF EASTERN VIRGINIA MEDICAL SCHOOL (EVMS) AND OLD DOMINION UNIVERSITY (ODU) TO FORM THE LARGEST ACADEMIC HEALTH SCIENCE CENTER IN VIRGINIA. THE MERGED UNIVERSITY--MACON & JOAN BROCK VIRGINIA HEALTH SCIENCES AT OLD DOMINION UNIVERSITY--IS THE LARGEST HEALTH SCIENCES CENTER IN VIRGINIA WITH MORE THAN 50 DEGREES OFFERED, SEVERAL OF WHICH ARE NOT AVAILABLE ANYWHERE ELSE IN THE COMMONWEALTH. D. SENTARA HAS LONG BEEN COMMITTED TO SUPPORTING THE HEALTH AND WELL-BEING OF THE COMMUNITIES WE SERVE THROUGH A VARIETY OF PREVENTION AND WELLNESS PROGRAMS. THESE INCLUDE THE EATING FOR LIFE PROGRAM, WHICH PROMOTES BALANCED NUTRITION AND HEALTHY MEAL PLANNING, MOVEMENT RESOURCES THAT ENCOURAGE PHYSICAL ACTIVITY AND STRENGTH-BUILDING ROUTINES, AND YOGA AND MEDITATION TO SUPPORT MINDFULNESS AND STRESS MANAGEMENT. MONTHLY HEALTH AND WELLNESS WEBINARS ARE AVAILABLE ON TOPICS SUCH AS DIABETES MANAGEMENT, HEART HEALTH, NUTRITION, AND PREVENTIVE SCREENINGS. E. SENTARA ORGANIZES AND HOSTS NUMEROUS COMMUNITY EVENTS AIMED AT RAISING AWARENESS ABOUT CRUCIAL HEALTH ISSUES ALIGNED WITH KEY AWARENESS MONTHS. SENTARA CURRENTLY RECOGNIZES EIGHT KEY AREAS OF FOCUS: HEART AND VASCULAR HEALTH, STROKE AWARENESS, BEHAVIORAL HEALTH, COLON CANCER, PROSTATE CANCER, BREAST CANCER, LUNG CANCER, AND CANCER SURVIVORSHIP. THESE EFFORTS INCLUDE PROMOTING PREVENTIVE CARE AND EARLY DETECTION THROUGH HEALTH SCREENINGS, WEBINARS, AND WELLNESS RESOURCES.
FORM 990, PART III, LINE 4A F. 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 INDIVIDUAL SURVIVORS AND THEIR FAMILIES IN IMPROVING THE QUALITY OF THEIR LIVES AND TACKLING THE GUN VIOLENCE EPIDEMIC. G. SENTARA'S 3D MOBILE MAMMOGRAPHY VAN--ORIGINALLY UNVEILED IN 2023--IS BUILDING DOZENS OF PARTNERSHIPS TO INCREASE BREAST CANCER SCREENINGS IN UNDERSERVED COMMUNITIES. IN 2024, THE MOBILE VAN PARTICIPATED IN SEVERAL COMMUNITY EVENTS IN PORTSMOUTH, VA AS PART OF HEALTHY PORTSMOUTH'S "YEAR OF MAMMOGRAPHY PROJECT" TO COMBAT THE CITY'S HIGH RATE OF BREAST CANCER DEATHS. THE VAN CONTINUES TO INCREASE ITS OUTREACH, INCLUDING A NEW PARTNERSHIP WITH OLD DOMINION UNIVERSITY COMMUNITY CARE AND AN UPDATED AGREEMENT WITH VIRGINIA BEACH CITY PUBLIC SCHOOLS. H. SENTARA HIRED A DIRECTOR OF SUSTAINABILITY TO REDUCE ITS CARBON FOOTPRINT AND MAXIMIZE HEALTHY ENVIRONMENTS FOR PATIENTS AND EMPLOYEES. THE SYSTEM EFFORT BEGAN WITH EVALUATING THOUSANDS OF PRODUCTS PURCHASED THROUGH SENTARA SUPPLY CHAIN AND EXTENDS TO AIR CONDITIONING AND HEATING SCHEDULES, RECYCLING, COMPOSTING, GREEN SPACES, AND WATER AND ENERGY CONSUMPTION. I. PARTNERING TO IMPROVE HEALTH AND WELLNESS: I. SENTARA PARTNERED WITH THE U.S. DEPARTMENT OF HEALTH AND HUMAN SERVICES AND COMMUNITY ORGANIZATIONS TO HOST A REGIONAL MATERNAL HEALTH CONVENING, BRINGING TOGETHER HEALTHCARE PROFESSIONALS, ACADEMIC INSTITUTIONS, PROVIDERS, INSURERS, FAITH-BASED LEADERS, AND COMMUNITY LEADERS TO SHARE BEST PRACTICES AND RECOMMENDATIONS TO REDUCE DISPARITIES IN MATERNAL HEALTH. II. SENTARA IS PART OF A $2 MILLION REGIONAL PARTNERSHIP PROJECT AIMING TO REDUCE GUN VIOLENCE IN HAMPTON ROADS BY MERGING COMMUNITY-BASED PROGRAMS AND RESEARCH. UNDER THE INITIATIVE, GUN VIOLENCE VICTIMS AND AFFECTED PEOPLE WHO RECEIVE SUPPORT THROUGH HOSPITAL-BASED INTERVENTION PROGRAMS WILL BE CONNECTED WITH COMMUNITY PARTNERS AND SUPPORTED THROUGH THE SAFER TOGETHER PROGRAM. III. SENTARA PARTNERED WITH 10 BLACK CHURCHES IN HAMPTON ROADS TO STUDY THE BEST WAY TO CONTROL HIGH BLOOD PRESSURE, OR HYPERTENSION, WHICH DISPROPORTIONALLY IMPACTS BLACK COMMUNITIES. IV. AS PART OF NATIONAL MINORITY HEALTH MONTH, SENTARA PARTNERED WITH THE REGIONAL CANCER DISPARITIES COLLABORATIVE TO HOST THE THIRD ANNUAL HEALTH EQUITY PANEL: "LET'S GET TO THE BOTTOM OF CANCER." THE PURPOSE OF THE EVENT WAS TO EDUCATE COMMUNITY MEMBERS ABOUT COLORECTAL CANCER, ENCOURAGE SCREENINGS, AND PROVIDE RESOURCES TO THOSE IN NEED. V. SENTARA HOSTED A BLACK MEN IN WHITE COATS YOUTH SUMMIT, AN EVENT WHICH ENCOURAGES YOUNG PEOPLE OF COLOR, BOTH MALE AND FEMALE, TO PURSUE CAREERS IN THE MEDICAL FIELD. VI. SENTARA HEALTH PLANS AND VIRGINIA CHILDREN'S CARE NETWORK ANNOUNCED A NEW VALUE-BASED CARE PARTNERSHIP FOCUSING ON COMPREHENSIVE CARE COORDINATION FOR MEDICAID MEMBERS AND REDUCING AVOIDABLE HEALTHCARE EVENTS. THE PARTNERSHIP EXPECTS TO DRIVE BETTER CHILDHOOD HEALTH OUTCOMES, PARTICULARLY WITH CHILDHOOD IMMUNIZATIONS AND WELLNESS VISITS. VII. SENTARA HEALTH PLANS PARTNERED WITH HAMPTON ROADS PUBLIC SCHOOLS TO INTRODUCE A PIONEERING PROGRAM DESIGNED TO ADDRESS THE SOCIAL DRIVERS OF HEALTH AFFECTING STUDENTS, AND TO CONNECT THEM WITH VITAL COMMUNITY RESOURCES. THE PILOT PROGRAM ASSIGNS A DEDICATED LIAISON TO PUBLIC SCHOOLS IN THE VIRGINIA DEPARTMENT OF EDUCATION'S TIDEWATER REGION, WORKING CLOSELY WITH SCHOOL COUNSELORS, TEACHERS, AND ADMINISTRATORS TO CREATE A TAILORED APPROACH THAT MEETS THE UNIQUE NEEDS OF EACH SCHOOL AND REGION. 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. SENTARA CONTRIBUTED $75 MILLION IN RETIREMENT SAVINGS MATCHES AND WAS ABLE TO PROVIDE OUR TEAM MEMBERS WITH A YEAR-END BONUS TOTALING $17 MILLION. III. SENTARA CONTINUES TO INVEST IN EDUCATION AND LEARNING BENEFITS WITH $37.7 MILLION PAID TOWARDS EDUCATIONAL ASSISTANCE AND STUDENT LOAN REPAYMENTS. B. SENTARA ADDED MORE THAN 7,800 NEW PEOPLE TO OUR TEAM AND IS SEEING GREAT IMPROVEMENTS IN OUR RETENTION EFFORTS. TOTAL TURNOVER IN 2024 WAS 14.4% COMPARED TO THE INDUSTRY AVERAGE OF 20.7%. NURSING TURNOVER WAS 13.2%, VERSUS THE INDUSTRY AVERAGE OF 18.4%. C. SENTARA IMPLEMENTED AND EXPANDED SEVERAL WORKPLACE VIOLENCE PREVENTION PROGRAMS, INCLUDING THE FOLLOWING: I. IN 2024, SENTARA CONTINUED THE EXPANSION OF A TWO-YEAR PILOT WITH A CONCEALED WEAPON DETECTION SYSTEM IN OUR HOSPITALS. THE SYSTEM DETECTS FIREARMS, KNIVES, CHEMICAL MACE, AND OTHER WEAPONS AS VISITORS WALK THROUGH, SO ARMED SECURITY PERSONNEL CAN INTERCEPT. II. MORE THAN 100 SENTARA SECURITY OFFICERS HAVE UNDERGONE A VIRGINIA DEPARTMENT OF CRIMINAL JUSTICE SERVICES TRAINING PROGRAM, WHICH WILL PERMIT OFFICERS TO STAFF AND CARRY FIREARMS AT THE WEAPON DETECTION SYSTEMS. OFFICERS ARE ALSO TRAINED ON 'STOP THE BLEED' PROTOCOLS. III. SENTARA EXPANDED COMPUTER-BASED DE-ESCALATION TRAINING TO ALL COLLEAGUES, BEYOND THE REQUIRED TRAINING FOR WORKERS IN EDS, ICUS, AND FAMILY MATERNITY UNITS. IV. SENTARA STREAMLINED THE PROCESS FOR TEAM MEMBERS TO REPORT WORKPLACE VIOLENCE INCIDENTS. MOST HOSPITALS ARE INSTALLING TELEMAGISTRATE SYSTEMS THAT ENABLE TEAM MEMBERS TO TALK TO A MAGISTRATE AND FILE CHARGES FROM THE HOSPITAL, MAKING IT EASIER TO REQUEST A WARRANT AT ALL HOURS. V. OVERHEAD SECURITY ALERTS ARE NOW ANNOUNCED THROUGH A TIERED PROCESS OF THREE CATEGORIES TO ENSURE APPROPRIATE LEVELS OF RESPONSE BY SECURITY OFFICERS. D. SINCE 2003, SENTARA HAS ALLOCATED OVER $6.65 MILLION 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 2024, MORE THAN $865,000 WENT TO APPROXIMATELY 500 EMPLOYEES IN CRISIS. E. SENTARA OBICI HOSPITAL IS THE FIRST HOSPITAL IN VIRGINIA AND NORTH CAROLINA--AND ONE OF ONLY 101 IN THE COUNTRY--TO PARTICIPATE IN THE FEDERALLY FUNDED COMMUNITIES AND HOSPITALS ADVANCING MATERNITY PRACTICES OR CHAMPS. THE PROGRAM OFFERS TRAINING FOR STAFF ON BEST PRACTICES TO IMPROVE MATERNAL AND CHILD HEALTH OUTCOMES THROUGH BREASTFEEDING SUPPORT. F. TO ADDRESS THE NATIONWIDE SHORTAGE OF RESPIRATORY THERAPISTS, SENTARA AND TIDEWATER COMMUNITY COLLEGE (TCC) ESTABLISHED THE RESPIRATORY THERAPY APPRENTICESHIP PROGRAM, WHICH ALLOWS STUDENTS ENROLLED IN THE TWO-YEAR PROGRAM AT TCC TO BECOME FULL-TIME EMPLOYEES OF SENTARA, AND COVERS NEARLY $18,000 WORTH OF TUITION, BOOKS, SCRUBS, AND CERTIFICATION. G. SENTARA LAUNCHED A TRANSITION TO PRACTICE PROGRAM, WHICH AIMS TO SUPPORT 750 NEW NURSES A YEAR, PROVIDING SPECIALIZED SKILL TRAINING, MENTORING FROM VETERAN NURSES, AND CONFIDENCE-BUILDING EXERCISES. THE GOAL IS TO HELP NEW NURSES TRANSITION SEAMLESSLY INTO A RANGE OF POSITIONS ACROSS SENTARA'S ACUTE, POST-ACUTE AND AMBULATORY SYSTEM. IV. GROWTH IN SENTARA HEALTH A. OUR TRANSFORMATION OFFICE MANAGED 1,199 INITIATIVES LED BY 850 INITIATIVE OWNERS IN SUPPORT OF OUR STRATEGIC PLAN. B. SENTARA CONTINUED THE INTEGRATION OF FLORIDA-BASED AVMED INTO OUR SENTARA HEALTH PLANS OPERATIONS. C. SENTARA ANNOUNCED A $37 MILLION INCREASE ON ITS ORIGINAL INVESTMENT TO CONSTRUCT A NEW ACUTE CARE REPLACEMENT HOSPITAL FOR THE CURRENT SENTARA HALIFAX REGIONAL HOSPITAL, FROM $70 MILLION TO $107 MILLION. 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. D. SENTARA MEDICAL GROUP OPENED OR EXPANDED THE FOLLOWING NEW PRACTICES: I. SENTARA FAMILY MEDICINE PHYSICIANS (CENTERVILLE) IN VIRGINIA BEACH, VIRGINIA II. SENTARA FAMILY MEDICINE & PEDIATRICS IN HAMPTON, VIRGINIA III. SENTARA BEHAVIORAL HEALTH SPECIALISTS IN HAMPTON, VIRGINIA IV. SENTARA OBSTETRICS, GYNECOLOGY & MIDWIFERY SPECIALISTS IN HARRISONBURG, VIRGINIA (ACQUISITION) V. VELOCITY URGENT CARE (CENTERVILLE) IN VIRGINIA BEACH, VIRGINIA VI. SENTARA OBSTETRICS, GYNECOLOGY & MIDWIFERY SPECIALISTS IN ELIZABETH CITY, NORTH CAROLINA (ADDED MIDWIFERY) VII. THE CENTER FOR PLASTIC SURGERY AT SENTARA PRINCESS ANNE IN VIRGINIA BEACH, VIRGINIA (ADDED PROCEDURAL SUITE)
FORM 990, PART III, LINE 4A E. SENTARA THERAPY SERVICES OPENED OR EXPANDED THE FOLLOWING PRACTICES: I. SENTARA THERAPY CENTER (CENTERVILLE) IN VIRGINIA BEACH, VIRGINIA II. SENTARA THERAPY CENTER (TANGLEWOOD PEDIATRICS) IN ELIZABETH CITY, NORTH CAROLINA (RELOCATION) F. SENTARA NORFOLK GENERAL HOSPITAL UNVEILED A NEWLY RENOVATED ANTEPARTUM UNIT FOR HIGH-RISK PREGNANT WOMEN, EXPANDING FROM 15 TO 21 BEDS TO INCREASE ACCESS TO CARE FOR WOMEN ACROSS HAMPTON ROADS. G. SENTARA OBSTETRICS, GYNECOLOGY, AND MIDWIFERY SPECIALISTS PARTNERED WITH HARRISONBURG OBGYN TO EXPAND AND ENHANCE WOMEN'S HEALTH SERVICES IN HARRISONBURG, VIRGINIA. H. SENTARA NORTHERN VIRGINIA MEDICAL CENTER IN WOODBRIDGE, VIRGINIA, INVESTED $1 MILLION IN IMPROVEMENTS TO ITS EMERGENCY DEPARTMENT TO INCREASE FUNCTIONALITY, ENHANCE THE PATIENT EXPERIENCE, AND STRENGTHEN SECURITY MEASURES FOR VISITORS AND STAFF. I. SENTARA ANNOUNCED PLANS TO ROUGHLY DOUBLE RESIDENCY POSITIONS IN THE NEXT SIX YEARS, SIGNIFICANTLY INCREASING THE PIPELINE OF FUTURE PHYSICIANS. SENTARA WILL ADD RESIDENCIES AND FELLOWSHIPS AT SENTARA NORFOLK GENERAL HOSPITAL IN NORFOLK, VIRGINIA, AND ESTABLISH NEW RESIDENCY PROGRAMS IN NORTHERN VIRGINIA, THE VIRGINIA PENINSULA, AND NORTHEASTERN NORTH CAROLINA. I. SENTARA ALSO IS PARTNERING WITH THE NEWLY FORMED MACON & JOAN BROCK VIRGINIA HEALTH SCIENCES AT OLD DOMINION UNIVERSITY TO BOOST TRAINING OPPORTUNITIES AND GROW THE HEALTHCARE WORKFORCE IN HAMPTON ROADS. J. ALL 12 SENTARA HOSPITALS IN VIRGINIA AND NORTH CAROLINA ARE ADDING THE PRITIKIN INTENSIVE CARDIAC REHAB PROGRAM TO HELP ENSURE THAT PATIENTS MAKE FULL AND LASTING RECOVERIES FROM CARDIAC EVENTS. THE PRITIKIN PROGRAM EMBRACES THREE PILLARS: EXERCISE, NUTRITION, AND A HEALTHY MINDSET TO EMPOWER PATIENTS TO MAKE GOOD, HEALTHY CHOICES. K. SENTARA HEALTH AND MACON & JOAN BROCK VIRGINIA HEALTH SCIENCES AT OLD DOMINION UNIVERSITY JOINED FORCES TO LAUNCH THE SENTARA-EVMS COMPREHENSIVE SICKLE CELL PROGRAM, THE FIRST ADULT SICKLE CELL CLINIC IN HAMPTON ROADS. L. SENTARA NORFOLK GENERAL HOSPITAL BEGAN OFFERING HYPERTHERMIC INTRAPERITONEAL CHEMOTHERAPY (HIPEC) TO TREAT OVARIAN CANCER. M. SENTARA OPENED A NEW CLINIC FOR BEHAVIORAL HEALTH CARE IN HAMPTON, VIRGINIA. THE NEW OUTPATIENT CENTER IS SENTARA'S FIRST DEDICATED BEHAVIORAL HEALTHCARE CLINIC ON THE VIRGINIA PENINSULA, HELPING TO EXPAND ACCESS IN THE REGION. V. BY THE NUMBERS 1.1 MILLION PATIENTS AND 1.1 MILLION HEALTH PLAN MEMBERS SERVED; 7,800 NEW COLLEAGUES; 135,000 ADULT HOSPITAL ADMISSIONS; 859,206 EMERGENCY DEPARTMENT VISITS; 15,404 BABIES DELIVERED; 746 LIFE-SAVING TRIPS FROM THE NIGHTINGALE REGIONAL AIR AMBULANCE; AND 117,776 MEDICAL, BEHAVIORAL AND PREGNANCY CASES MANAGED THROUGH OUR HEALTH PLANS. VI. DIGITAL & TECHNOLOGY INITIATIVES AND INVESTMENTS A. SENTARA LAUNCHED A MULTI-YEAR IT INVESTMENT PLAN (2023-2026) IN SUPPORT OF IT FOUNDATIONAL NEEDS. I. SENTARA ESTABLISHED CORE IT FOUNDATIONAL AND INNOVATION INVESTMENTS AROUND CLINICAL ACCESS AND CARE IMPROVEMENTS, CONSUMER RELATIONSHIP MANAGEMENT, WORKFORCE EFFICIENCIES, AND GENAI. II. SENTARA ESTABLISHED THREE ADDITIONAL CENTERS OF EXCELLENCE: TESTING, AUTOMATION, AND AGILE TRANSFORMATION. III. AS PART OF ITS COMMITMENT TO EXPAND ACCESS TO CARE, SENTARA LAUNCHED VIRTUAL EXPRESS CARE, A NEW, ON-DEMAND SERVICE THAT OFFERS VIDEO VISITS TO ADDRESS SIMPLE CONCERNS BY A TEAM OF VIRTUAL CARE PROVIDERS. WITH LESS THAN A 30-MINUTE AVERAGE WAIT, PATIENTS HAVE ACCESS TO THIS PROGRAM FROM 7 A.M. TO 7 P.M., MONDAY THROUGH FRIDAY. IV. SENTARA CREATED AN AI OVERSIGHT PROGRAM STAFFED BY SENIOR LEADERS TO OVERSEE USE CASES AND DEVELOPMENT OF AI TOOLS ACROSS SENTARA. THE COMMITTEE DEVISED EIGHT AI PRINCIPLES TO ENSURE THAT SENTARA DEVELOPS AND USES AI SOLUTIONS SAFELY, RESPONSIBLY, AND IN A TRUSTWORTHY FRAMEWORK. V. SENTARA LAUNCHED A CLINICAL ACCESS CENTER THAT IS NOW SERVING 188 MEDICAL PRACTICES AND IMAGING/DIAGNOSTIC TESTING FOR 12 HOSPITALS. VI. SENTARA MEDICAL GROUP BEGAN USING AN ARTIFICIAL INTELLIGENCE TOOL CALLED DAX COPILOT TO AUTOMATE CLINICAL NOTES, PART OF AN INITIATIVE TO REDUCE PROVIDER WORKLOAD WHILE IMPROVING PATIENT CARE. VII. AS THE HEALTHCARE INDUSTRY FACES ONGOING WORKFORCE CHALLENGES, SENTARA IMPLEMENTED A VIRTUAL NURSING SYSTEM TO REDUCE ADMINISTRATIVE WORKLOAD AND ASSIST WITH TASKS SUCH AS PATIENT ADMISSIONS, DISCHARGES, AND PATIENT EDUCATION. NEW TECHNOLOGY IS DEPLOYING ACROSS ALL 12 SENTARA HOSPITALS TO IMPROVE NURSING RETENTION/RECRUITING AND PATIENT EXPERIENCE. B. SENTARA CARDIOLOGY SPECIALISTS ADOPTED A NEW TECHNOLOGY FOR CONTROLLING ATRIAL FIBRILLATION, OR IRREGULAR HEARTBEAT. THE FARAPULSE PULSED FIELD ABLATION SYSTEM USES ELECTRICAL PULSES, RATHER THAN HEAT OR COLD, TO ABLATE THE HEART TISSUES CAUSING IRREGULAR HEART RHYTHMS. C. THE SURGERY TEAM AT SENTARA ALBEMARLE MEDICAL CENTER WELCOMED A DA VINCI ROBOTIC SURGERY SYSTEM TO PERFORM GYNECOLOGICAL AND GENERAL SURGERY CASES. D. AFTER BECOMING THE SOLE OWNER OF VELOCITY URGENT CARE IN DECEMBER 2023, SENTARA MOVED ITS 17 VELOCITY URGENT CARE CENTERS ONTO ITS EPIC ELECTRONIC MEDICAL RECORD. E. SENTARA EQUIPPED CLINICIANS AT ALL 12 HOSPITALS WITH NEARLY 6,000 SPECIALIZED SMARTPHONES THAT STREAMLINE COMMUNICATION AND IMPROVE PATIENT CARE. SMARTPHONES ARE EXPECTED TO FACILITATE FASTER ADMISSIONS TO THE EMERGENCY DEPARTMENT, REDUCE HOSPITAL LENGTH OF STAY, AND ACCELERATE THE AVERAGE NURSE RESPONSE TIME. 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 SENTARA SERVES. B. SENTARA IS ONE OF THREE VIRGINIA HEALTH SYSTEMS THAT TOGETHER WILL SERVE AS ONE OF EIGHT GROUPS IN THE U.S. TO CONDUCT GROUNDBREAKING RESEARCH FOR THE CANCER SCREENING RESEARCH NETWORK (CSRN), LAUNCHED BY THE NATIONAL CANCER INSTITUTE, PART OF THE NATIONAL INSTITUTES OF HEALTH. THE NEW CLINICAL TRIALS NETWORK CREATES A NATIONAL INFRASTRUCTURE TO STUDY EMERGING CANCER SCREENING AND PREVENTION TECHNOLOGIES, WITH THE GOAL OF REDUCING CANCER-RELATED ILLNESSES AND DEATHS. THE CSRN WILL AMPLIFY EFFORTS TO EVALUATE THE BENEFITS AND HARMS OF PROMISING NEW TECHNOLOGIES FOR CANCER SCREENING AND TO IDENTIFY EFFECTIVE STRATEGIES TO INCORPORATE THESE TECHNOLOGIES INTO THE STANDARD OF CARE. C. A NEW STUDY BY SENTARA RESEARCHERS OFFERS AN IN-DEPTH ANALYSIS OF HIGH BLOOD PRESSURE TRENDS IN SENTARA'S PATIENT POPULATION, WHICH SPANS VIRGINIA AND NORTHEASTERN NORTH CAROLINA. THE RESEARCH, WHICH ANALYZES DATA FROM THE REGION, WILL HELP SENTARA CREATE TARGETED LOCAL HEALTHCARE INITIATIVES. VIII. QUALITY, PATIENT SAFETY, AND COMMUNITY DISTINCTIONS AND AWARDS A. 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 2024 ACCOMPLISHMENTS, AWARDS, AND RECOGNITIONS: I. APPROACHING TOP QUARTILE FOR PATIENT EXPERIENCE AND LENGTH OF STAY AGAINST PEER ORGANIZATIONS. II. APPROACHING TOP QUARTILE FOR SEPSIS SEP-1 BUNDLE COMPLIANCE AGAINST PEER ORGANIZATIONS. INCREASED COMPLIANCE BY 83% SINCE 2022. III. ACHIEVED 62% REDUCTION IN HOSPITAL ACQUIRED INFECTIONS SINCE 2016 (565 IN 2016 VERSUS 216 IN 2024). IV. APPROACHING TOP DECILE PERFORMANCE FOR RATE YOUR PROVIDER AMBULATORY CUSTOMER SATISFACTION SCORE. V. 13 OF 17 SENTARA EMERGENCY DEPARTMENTS (ED) ARE IN THE 61ST PERCENTILE OR ABOVE FOR ED TURNAROUND TIME, WITH THE MAJORITY BEING ABOVE THE 80TH PERCENTILE. VI. SENTARA WAS RECOGNIZED AS ONE OF "AMERICA'S BEST-IN-STATE EMPLOYERS" BY FORBES IN 2024. SENTARA RANKED 32 OUT OF 90 VIRGINIA EMPLOYERS ON THE LIST AND IS THE SECOND-RANKED HEALTHCARE EMPLOYER. VII. THREE SENTARA HOSPITALS EARNED RECOGNITION IN NEWSWEEK'S BEST-IN-STATE HOSPITALS 2024 RANKINGS, HIGHLIGHTING THE LEADING HOSPITALS IN EVERY STATE. THE RANKINGS ARE COMPILED USING PATIENT SAFETY AND QUALITY METRICS DATA FROM MORE THAN 700 OF THE NATION'S HOSPITALS, RESULTS FROM PATIENT EXPERIENCE SURVEYS, AND RESULTS FROM MEDICAL PROFESSIONAL SURVEYS. A. SENTARA MARTHA JEFFERSON HOSPITAL--CHARLOTTESVILLE, VIRGINIA B. SENTARA LEIGH HOSPITAL--NORFOLK, VIRGINIA C. SENTARA NORFOLK GENERAL HOSPITAL--NORFOLK, VIRGINIA
FORM 990, PART III, LINE 4A VIII. FOUR SENTARA HOSPITALS WERE RECOGNIZED BY U.S. NEWS & WORLD REPORT AS AMONG THE BEST HOSPITALS IN VIRGINIA FOR MATERNITY CARE: A. SENTARA LEIGH HOSPITAL--NORFOLK, VIRGINIA B. SENTARA MARTHA JEFFERSON HOSPITAL--CHARLOTTESVILLE, VIRGINIA C. SENTARA RMH MEDICAL CENTER--HARRISONBURG, VIRGINIA D. SENTARA WILLIAMSBURG REGIONAL MEDICAL CENTER--WILLIAMSBURG, VIRGINIA IX. TWO SENTARA PROGRAMS AND TWO SENTARA TEAM MEMBERS WERE HONORED WITH 2024 "HEALTH CARE HEROES" AWARDS BY INSIDE BUSINESS IN THE FOLLOWING CATEGORIES: COMMUNITY SERVICE, CORPORATE ACHIEVEMENT IN HEALTH CARE, PHYSICIAN, AND HEALTH CARE STAFF. X. SENTARA WAS ONCE AGAIN ACKNOWLEDGED AS THE LEADING COMPANY IN THE ANNUAL "GENEROUS VIRGINIANS" REPORT PUBLISHED BY VIRGINIA BUSINESS MAGAZINE FOR THE 5TH YEAR IN A ROW. XI. SENTARA COLLEGE OF HEALTH SCIENCES WON THE "BEST OF COASTAL VIRGINIA" MAGAZINE'S READERS' POLL FOR THE EIGHTH CONSECUTIVE YEAR, EARNING SOUTHSIDE GOLD FOR BEST TECHNICAL SCHOOL AND SOUTHSIDE SILVER FOR BEST PRIVATE COLLEGE/UNIVERSITY. XII. SENTARA'S CHIEF QUALITY & SAFETY OFFICER AND CHIEF NURSING OFFICER WERE JOINTLY AWARDED THE 2024 SENIOR LEADER QUALITY AND PATIENT SAFETY AWARD BY THE VIRGINIA HOSPITAL & HEALTHCARE ASSOCIATION (VHHA) TO RECOGNIZE THEIR POWERFUL PARTNERSHIP AND COMMITMENT TO PATIENT SAFETY. XIII. SENTARA WILLIAMSBURG REGIONAL MEDICAL CENTER BECAME THE FIRST MEDICAL FACILITY IN VIRGINIA TO BE CERTIFIED AS SENSORY INCLUSIVE. THE INITIATIVE HELPS THE HOSPITAL WELCOME AND CARE FOR THOSE WITH SENSORY NEEDS, A GROUP THAT INCLUDES PEOPLE WITH AUTISM, PTSD, EARLY ONSET DEMENTIA, ANXIETY, STROKE, AND MORE. XIV. TWO SENTARA LEADERS RECEIVED THE VIRGINIA CENTER FOR INCLUSIVE COMMUNITIES HUMANITARIAN AWARD. THE ANNUAL AWARD RECOGNIZES INDIVIDUALS WHO HAVE DEMONSTRATED A PERSONAL COMMITMENT TO THE PROMOTION OF RESPECT AND UNDERSTANDING AMONG PEOPLE OF DIVERSE RACIAL, ETHNIC, AND RELIGIOUS BACKGROUNDS. XV. ALL 12 SENTARA HOSPITALS HAVE EARNED THE HIGH PERFORMER DESIGNATION FOR 2024 FROM THE HUMAN RIGHTS CAMPAIGN, A NATIONWIDE ORGANIZATION WORKING TO ACHIEVE EQUALITY AND INCLUSION FOR LGBTQ+ PERSONS. XVI. THE SENTARA EPILEPSY CENTER AT SENTARA NORFOLK GENERAL HOSPITAL BECAME A LEVEL IV EPILEPSY CENTER, THE HIGHEST LEVEL POSSIBLE. THE ACCREDITATION RECOGNIZES THE ADVANCED CARE OFFERED TO EPILEPSY PATIENTS. AS PART OF THE THREE-YEAR PROCESS TO BECOME A LEVEL IV CENTER, THE SENTARA EPILEPSY CENTER DEMONSTRATED THE CAPACITY TO PROVIDE THE MOST COMPLEX FORMS OF MONITORING AND TREATMENT, INCLUDING A RANGE OF SURGICAL PROCEDURES. XVII. SENTARA NORTHERN VIRGINIA MEDICAL CENTER EARNED MAGNET WITH DISTINCTION RECOGNITION AS A REFLECTION OF ITS NURSING PROFESSIONALISM, TEAMWORK, AND SUPERIORITY IN PATIENT CARE. THE AMERICAN NURSES CREDENTIALING CENTER'S MAGNET RECOGNITION PROGRAM IS THE HIGHEST NATIONAL HONOR FOR NURSING EXCELLENCE AND IDENTIFIES SUPERIOR QUALITY IN NURSING CARE. XVIII. ELEVEN SENTARA HOSPITALS RECEIVED THE AMERICAN HEART ASSOCIATION AND AMERICAN STROKE ASSOCIATION'S JOINT 'GET WITH THE GUIDELINES' AWARDS FOR PROVIDING EXCELLENT STROKE CARE AND FOLLOWING GUIDELINES THAT LEAD TO MORE LIVES SAVED AND SHORTER RECOVERY TIMES. XIX. EIGHT SENTARA HOSPITALS WERE AWARDED AMERICAN COLLEGE OF CARDIOLOGY CHEST PAIN CENTER ACCREDITATION BASED ON RIGOROUS ONSITE EVALUATION OF THE STAFF'S ABILITY TO EVALUATE, DIAGNOSE, AND TREAT PATIENTS WHO MAY BE EXPERIENCING A HEART ATTACK. XX. SENTARA NORTHERN VIRGINIA MEDICAL CENTER ACHIEVED ACCREDITATION FROM SURGICAL REVIEW CORPORATION AS A CENTER OF EXCELLENCE IN MINIMALLY INVASIVE GYNECOLOGY AND ROBOTIC SURGERY. THIS ACCREDITATION RECOGNIZES THE HOSPITAL'S COMMITMENT AND HIGH STANDARD OF DELIVERY OF QUALITY PATIENT CARE AND SAFETY. CONCLUSION: SENTARA HEALTH REMAINS COMMITTED TO OUR MISSION--WE IMPROVE HEALTH EVERY DAY. SENTARA PROVIDES QUALITY CARE AND SERVICE USING DEDICATED CLINICIANS, CUTTING-EDGE TECHNOLOGY, AND EXCELLENT CUSTOMER SERVICE--ALL WITH A CONSTANT FOCUS ON INNOVATION. SENTARA IS COMMITTED TO SUPPORTING THE COMMUNITIES WE SERVE, CREATING A VIBRANT PLACE OF EMPLOYMENT, AND PROVIDING SOLUTIONS TO HEALTH INEQUITIES THROUGH VOLUNTEERISM, GRANTS, SPONSORSHIPS, AND PARTNERSHIPS.
FORM 990, PART V, LINE 1A: FORM 1096 AS THE 501(C)(3) TAX EXEMPT PARENT OF THE SENTARA HEALTH SYSTEM, THE ORGANIZATION MAINTAINS AGENCY RELATIONSHIPS AND ISSUES 1099S ON BEHALF OF OTHER ENTITIES IN THE SYSTEM. THE NUMBER REPORTED IS A BEST ESTIMATE OF THE 1099S ATTRIBUTABLE TO THE ORGANIZATION. THE EXACT NUMBER CANNOT BE DETERMINED; AS SOME OF THE 1099S ISSUED BY THE ORGANIZATION ARE ATTRIBUTABLE TO MORE THAN ONE ENTITY, AND THERE IS NO REPORTING MECHANISM TO DETERMINE 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 4 SENTARA HEALTH ADOPTED AMENDED AND RESTATED ARTICLES OF INCORPORATION AND BYLAWS IN JULY 2024. THE ARTICLES OF INCORPORATION WERE AMENDED TO ALLOW THE BOARD TO TAKE ACTION THROUGH WRITTEN CONSENT OF THE MAJORITY OF DIRECTORS INSTEAD OF ALL DIRECTORS, AS PERMITTED BY VIRGINIA LAW AND TO STATE THAT, IN THE EVENT OF DISSOLUTION, REMAINING ASSETS BE DISTRIBUTED TO A TAX-EXEMPT ORGANIZATION UNDERTAKING ACTIVITIES SUBSTANTIALLY SIMILAR TO SENTARA HEALTH. THE BYLAWS WERE AMENDED TO USE THE NEW NAME, SENTARA HEALTH, TO CLARIFY THAT THE MAJORITY OF DIRECTORS SHOULD BE "DISINTERESTED" AS DEFINED BY VIRGINIA LAW AND TO REQUIRE ANNUAL REPORTING ON COMMUNITY HEALTH NEEDS ASSESSMENTS.
FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION USED ITS OWN IN-HOUSE TAX DEPARTMENT, HEADED BY A LICENSED CERTIFIED PUBLIC ACCOUNTANT, TO BOTH PREPARE AND REVIEW ITS FORM 990. DURING THE PREPARATION AND REVIEW PROCESS, THE TAX DEPARTMENT WORKED CLOSELY WITH OTHER DEPARTMENTS, SUCH AS LEGAL, COMPENSATION AND BENEFITS, COMPLIANCE, FINANCE, AND MARKETING, TO ENSURE THAT A COMPLETE AND ACCURATE RETURN WAS FILED.
FORM 990, PART VI, SECTION B, LINE 12C DIRECTORS, BOARD OFFICERS, AND KEY EMPLOYEES ARE REQUESTED TO SUBMIT AN ANNUAL CONFLICT OF INTEREST QUESTIONNAIRE AND CERTIFY THE COMPLETION AND ACCURACY OF THE INFORMATION DISCLOSED. EACH ORGANIZATION'S GOVERNING BOARD OR APPROPRIATE BODY MONITORS TRANSACTIONS INVOLVING DISCLOSED POTENTIAL CONFLICTS OF INTEREST.
FORM 990, PART VI, SECTION B, LINE 15 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 29 NOT-FOR-PROFIT HEALTHCARE SYSTEMS, AND 38 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 PRESIDENT AND CEO, EXECUTIVE VICE PRESIDENT/CLO AND SECRETARY, EXECUTIVE VICE PRESIDENT AND COO, EXECUTIVE VICE PRESIDENT AND CFO, AND OTHER EXECUTIVE VICE PRESIDENTS. THE PROCESS WAS LAST UNDERTAKEN DURING THE CURRENT TAX YEAR.
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 IX, LINE 11G NON-EMPLOYEE HEALTHCARE PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 32,256,171. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 32,256,171. OTHER NON-MEDICAL PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 42,610,285. MANAGEMENT AND GENERAL EXPENSES 9,071,268. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 51,681,553.
FORM 990, PART XI, LINE 9: PARTNERSHIP INCOME BOOK > TAX 3,470,139. BOOK RECLASS OF INTERCOMPANY ACCOUNT BALANCES TO EQUITY 411,224,432. SUBPART F INCOME NOT ON BOOKS -2,514,441. CAPITAL INFUSION FROM SUBSIDIARIES -710,000,000. SECTION 351 TRANSFER TO SUBSIDIARY -4,027,893.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990) (Rev. 1-2025)


Additional Data


Software ID:  
Software Version:  
SCHEDULE R
(Form 990)

(Rev. January 2025)
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
Open to Public Inspection
Name of the organization
SENTARA HEALTH
 
Employer identification number

52-1271901
Part I
Identification of Disregarded Entities. Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (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) SENTARA QUALITY CARE NETWORK LLC
1300 SENTARA PARK
VIRGINIA BEACH,VA23464
46-1265616
HEALTHCARE VA 6,534,899 143,526 SENTARA HEALTH
 
(2) SENTARA ACCOUNTABLE CARE ORGANIZATION LLC
1300 SENTARA PARK
VIRGINIA BEACH,VA23464
84-2210068
HEALTHCARE VA 22,293,489 80,124 SENTARA HEALTH
 
(3) SENTARA HOLDINGS FLORIDA LLC
1300 SENTARA PARK
VIRGINIA BEACH,VA23464
92-2225535
HOLDING COMPANY FL 0 0 SENTARA HEALTH
 






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


(b)
Primary activity


(c)
Legal domicile (state
or foreign country)

(d)
Exempt Code section


(e)
Public charity status
(if section 501(c)(3))

(f)
Direct controlling
entity

(g)
Section 512(b)(13) controlled entity?
Yes No
(1)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
 
(2)HALIFAX REGIONAL DEVELOPMENT FOUNDATION INC
1300 SENTARA PARK

VIRGINIA BEACH,VA23464
54-1801459
HLTH/WELFARE VA 501(C)(3) LINE 7 HALIFAX REGIONAL HOSPITAL
 
Yes
 
(3)HALIFAX REGIONAL HOSPITAL INC
1300 SENTARA PARK

VIRGINIA BEACH,VA23464
54-0648699
HEALTHCARE VA 501(C)(3) LINE 3 SENTARA HEALTH
 
Yes
 
(4)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
 
(5)SENTARA HALIFAX REGIONAL PROPERTIES INC
1300 SENTARA PARK

VIRGINIA BEACH,VA23464
54-1801463
HLTH/WELFARE VA 501(C)(3) LINE 12A, I HALIFAX REGIONAL HOSPITAL
 
Yes
 
(6)SENTARA PRINCESS ANNE HOSPITAL
1300 SENTARA PARK

VIRGINIA BEACH,VA23464
27-3208969
HEALTHCARE VA 501(C)(3) LINE 3 SENTARA HOSPITALS
 
Yes
 
(7)SENTARA HOSPITALS
1300 SENTARA PARK

VIRGINIA BEACH,VA23464
54-1547408
HEALTHCARE VA 501(C)(3) LINE 3 SENTARA HEALTH
 
Yes
 
(8)SENTARA MEDICAL GROUP
1300 SENTARA PARK

VIRGINIA BEACH,VA23464
54-1217184
HEALTHCARE VA 501(C)(3) LINE 10 SENTARA HEALTH
 
Yes
 
(9)SENTARA ENTERPRISES
1300 SENTARA PARK

VIRGINIA BEACH,VA23464
54-1917649
HEALTHCARE VA 501(C)(3) LINE 10 SENTARA HEALTH
 
Yes
 
(10)SENTARA LIFE CARE CORPORATION
1300 SENTARA PARK

VIRGINIA BEACH,VA23464
54-1217183
HEALTHCARE VA 501(C)(3) LINE 10 SENTARA HEALTH
 
Yes
 
(11)MPB INC
1300 SENTARA PARK

VIRGINIA BEACH,VA23464
54-1346393
TITLE HOLDING COMPANY VA 501(C)(2)   SENTARA ENTERPRISES
 
Yes
 
(12)SENTARA HEALTH PLANS
1300 SENTARA PARK

VIRGINIA BEACH,VA23464
54-1283337
HMO VA 501(C)(3) LINE 12A, I SENTARA HEALTH
 
Yes
 
(13)POTOMAC HOSPITAL CORPORATION OF PRINCE WILLIAM
1300 SENTARA PARK

VIRGINIA BEACH,VA23464
54-0853898
HEALTHCARE VA 501(C)(3) LINE 3 SENTARA HEALTH
 
Yes
 
(14)SENTARA RMH MEDICAL CENTER
1300 SENTARA PARK

VIRGINIA BEACH,VA23464
54-0506331
HEALTHCARE VA 501(C)(3) LINE 3 SENTARA HOSPITALS
 
Yes
 
(15)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
 
(16)MJH FOUNDATION
1300 SENTARA PARK

VIRGINIA BEACH,VA23464
54-1401357
INVEST/MGT SVCS FOR SUPPORTED ORG VA 501(C)(3) LINE 12A, I MARTHA JEFFERSON HOSPITAL
 
Yes
 
(17)MARTHA JEFFERSON HOSPITAL FOUNDATION
1300 SENTARA PARK

VIRGINIA BEACH,VA23464
30-0041113
FUNDRAISING FOR SUPPORTED ORG VA 501(C)(3) LINE 12A, I MARTHA JEFFERSON HOSPITAL
 
Yes
 
(18)MARTHA JEFFERSON HOSPITAL
1300 SENTARA PARK

VIRGINIA BEACH,VA23464
54-0261840
HEALTHCARE VA 501(C)(3) LINE 3 SENTARA HOSPITALS
 
Yes
 
(19)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
 
(20)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
 
(21)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
 
(22)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
 
(23)AVMED INC
1300 SENTARA PARK

VIRGINIA BEACH,VA23464
59-2742907
MEDICARE HMO FL 501(C)(4)   SENTARA HOLDINGS FLORIDA LLC
 
Yes
 
(24)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) (Rev. 1-2025)
Schedule R (Form 990) (Rev. 1-2025)
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization



(b)
Primary activity




(c)
Legal
domicile
(state or foreign
country)


(d)
Direct controlling
entity



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

(f)
Share of total income




(g)
Share of end-of-year
assets



(h)
Disproprtionate allocations?




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



(k)
Percentage
ownership


Yes No Yes No
(1) MANAGEMENT SERVICES LLC

814 GREENBRIER CIRCLE STE H
CHESAPEAKE,VA23320
54-1365012
HLTH MGT SV VA SVI
 
UNRELATED -1,216 204,822   No     No 40.000 %
(2) MANAGEMENT SERVICES LLC

814 GREENBRIER CIRCLE STE H
CHESAPEAKE,VA23320
54-1365012
HLTH MGT SV VA SH
 
UNRELATED -607 102,418   No     No 20.000 %
(3) PRINCESS ANNE AMB SURG MGT LLC

1975 GLENN MITCHELL STE 300
VA BEACH,VA23456
20-4920880
HEALTHCARE VA SH
 
RELATED 2,587,244 4,545,805   No     No 52.600 %
(4) VA BEACH AMBULATORY SURGERY CENTER

1700 WILL O WISP DRIVE
VA BEACH,VA23454
54-1448218
HEALTHCARE VA SH
 
RELATED 580,276 3,994,471   No     No 50.000 %
(5) CANCER CENTERS OF VA LLC

6350 CENTER DRIVE SUITE 200
NORFOLK,VA23502
20-1338518
HEALTHCARE VA SH
 
RELATED -275,564 5,669,514   No     No 50.000 %
(6) HAMPTON ROADS LITHOTRIPSY LLC

225 CLEARFIELD AVE
VIRGINIA BEACH,VA23462
20-0942600
HEALTHCARE VA SVI
 
UNRELATED 104,395 64,889   No     No 33.330 %
(7) SENTARA OBICI AMBULATORY SURGERY LLC

2750 GODWIN BLVD
SUFFOLK,VA23434
26-0144898
HEALTHCARE VA SH
 
RELATED 1,740,760 7,856,774   No     No 64.860 %
(8) POTOMAC INOVA HEALTHCARE ALLIANCE LLC

8095 INNOVATION PARK DRIVE
FAIRFAX,VA22031
54-1802733
HEALTHCARE VA PHC
 
RELATED 635,209 3,362,783   No     No 50.000 %
(9) CAREPLEX ORTHOPAEDIC ASC LLC

3000 COLISEUM DRIVE
HAMPTON,VA23666
27-1867311
HEALTHCARE VA SH
 
RELATED 3,393,483 3,418,015   No   Yes   50.000 %
(10) PHYSICAL THERAPY ACACLLC

501 ALBEMARLE SQUARE
CHARLOTTESVILLE,VA22901
26-0080717
HEALTHCARE VA MJME
 
UNRELATED -241,355 135,183   No     No 50.000 %
(11) MNS SUPPLY CHAIN NETWORK LLC

290 E JOHN CARPENTER FREEWAY
IRVING,TX75062
45-4235238
GPO DE SHC
 
UNRELATED 4,204 24,870   No 4,220 Yes   33.330 %
(12) LAKE RIDGE AMBULATORY SURGERY CENTER LLC

12825 MINNIEVILLE RD STE 204
WOODBRIDGE,VA22192
45-5347932
HEALTHCARE VA PHC
 
RELATED 137,836 3,631,912   No     No 58.820 %
(13) CAHABA PARTNERS CORE FIXED INCOME FUND

C/O GTC 12 GILL ST SUITE 2600
WOBURN,MA01801
47-4618533
POOLED INV FD DE SHC
 
EXCLUDED -30,091,211 109,016 Yes       No 98.010 %
(14) CAHABA PARTNERS PUBLIC INFLATION HEDGES FD

C/O GTC 12 GILL ST SUITE 2600
WOBURN,MA01801
47-4601867
POOLED INV FD DE SHC
 
EXCLUDED -19,995,480   Yes       No 71.330 %
(15) LEIGH ORTHOPEDIC SURGERY CENTER LLC

6201 E VIRGINIA BEACH BLVD STE 200
NORFOLK,VA23502
83-2402528
HEALTHCARE VA SH
 
RELATED 5,869,910 10,282,453   No     No 51.000 %
(16) SURGICAL SUITES OF COASTAL VIRGINIA LLC

400 SENTARA CIRCLE
WILLIAMSBURG,VA23188
83-3205375
HEALTHCARE VA SH
 
RELATED 1,813,086 4,322,406   No     No 52.610 %
(17) PORT WARWICK SURGERY CENTER LLC

1031 LOFTIS BOULEVARD
NEWPORT NEWS,VA23606
83-2749039
HEALTHCARE VA SH
 
RELATED 1,761,895 3,831,128   No   Yes   52.310 %
(18) CAHABA PARTNERS EQUITY PLUS FUND

C/O GTC 12 GILL ST SUITE 2600
WOBURN,MA01801
61-1865746
POOLED INV FD DE SHC
 
EXCLUDED 189,551,039   Yes       No 60.780 %
(19) CAHABA PARTNERS TACTICAL EQUITY FUND

C/O GTC 12 GILL ST SUITE 2600
WOBURN,MA01801
37-1939267
POOLED INV FD DE SHC
 
EXCLUDED 62,037,299 288,525 Yes       No 59.490 %
(20) HA INTL EQUITY CEF FD CL-A

C/O BNY MELLON TRUST 4005 KENNET PI
GREENVILLE,DE19807
84-5176311
POOLED INV FD DE SHC
 
EXCLUDED 17,575,713   Yes       No 68.130 %
Part IV
Identification of Related Organizations Taxable as a Corporation or Trust. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
(b)
Primary activity
(c)
Legal
domicile
(state or foreign
country)
(d)
Direct controlling
entity
(e)
Type of entity
(C corp, S corp,
or trust)
(f)
Share of total income
(g)
Share of end-of-year
assets
(h)
Percentage
ownership
(i)
Section 512(b)(13) controlled entity?
Yes No
(1) SENTARA HOLDINGS INC

1300 SENTARA PARK
VIRGINIA BEACH,VA23464
54-1555638
HOLDING COMPANY VA SENTARA HEALTH
 
C   85,175,208 100.000 % Yes  
(2) SENTARA HEALTH ADMINISTRATION INC

1300 SENTARA PARK
VIRGINIA BEACH,VA23464
52-2368125
TPA VA SENTARA HOLDINGS INC
 
C 73,700,013 489,127,116 100.000 % Yes  
(3) OPTIMA HEALTH GROUP INC

1300 SENTARA PARK
VIRGINIA BEACH,VA23464
54-1473382
HMO VA SENTARA HEALTH ADMINISTRATION INC
 
C 3,760   100.000 % Yes  
(4) SENTARA HEALTH INSURANCE COMPANY

1300 SENTARA PARK
VIRGINIA BEACH,VA23464
54-1642752
HEALTH INSURANCE VA SENTARA HEALTH ADMINISTRATION INC
 
C 57,495,065 30,742,263 100.000 % Yes  
(5) SENTARA BEHAVIORAL HEALTH SERVICES

1300 SENTARA PARK
VIRGINIA BEACH,VA23464
62-1382666
MENTAL HEALTH SVCS VA SENTARA HEALTH ADMINISTRATION INC
 
C 5,670,585 3,982,313 100.000 % Yes  
(6) SENTARA VENTURES INC

1300 SENTARA PARK
VIRGINIA BEACH,VA23464
54-1688615
HOLDING COMPANY VA SENTARA HOLDINGS INC
 
C 48,251,873 169,113,660 100.000 % Yes  
(7) SENTARA HEALTH INSURANCE CO OF NC

1300 SENTARA PARK
VIRGINIA BEACH,VA23464
47-1888140
HEALTH INSURANCE NC SENTARA HOLDINGS INC
 
C 93,248   100.000 % Yes  
(8) SENTARA HEALTH PLANS OF NC INC

1300 SENTARA PARK
VIRGINIA BEACH,VA23464
46-5510421
TPA NC SENTARA HOLDINGS INC
 
C     100.000 % Yes  
(9) MANAGED CARE SERVICES INC

1300 SENTARA PARK
VIRGINIA BEACH,VA23464
81-5421060
ALT HEALTH DELIVERY VA SENTARA HEALTH ADMINISTRATION INC
 
C 2,816,674 28,608,163 100.000 % Yes  
(10) SENTARA SOUTHSIDE HEALTH SERVICES INC

1300 SENTARA PARK
VIRGINIA BEACH,VA23464
54-1417772
HEALTH SERVICES VA HALIFAX REGIONAL HOSPITAL INC
 
C 65,185 3,020,432 100.000 % Yes  
(11) DOMINION HEALTH MEDICAL ASSOCIATES LTD

1300 SENTARA PARK
VIRGINIA BEACH,VA23464
54-1060357
PHYS PRACTICE VA HALIFAX REGIONAL PROFESSIONAL SERVICES LLC
 
C 3,656,463 5,442,992 100.000 % Yes  
(12) SMG INNOVATIONS INC

1300 SENTARA PARK
VIRGINIA BEACH,VA23464
20-3730331
HEALTH CARE VA SENTARA MEDICAL GROUP
 
C 7,425,241 3,806,786 100.000 % Yes  
(13) POTOMAC VENTURES CORPORATION

1300 SENTARA PARK
VIRGINIA BEACH,VA23464
54-1441420
HOLDING COMPANY VA POTOMAC HOSPITAL CORP
 
C 188,797 2,796,402 100.000 % Yes  
(14) ROCKINGHAM HEALTH SERVICES INC

1300 SENTARA PARK
VIRGINIA BEACH,VA23464
54-1721387
CONTRACTING SVCS VA SENTARA RMH MEDICAL CENTER
 
C     100.000 % Yes  
(15) MARTHA JEFFERSON MEDICAL ENTERPRISES INC

1300 SENTARA PARK
VIRGINIA BEACH,VA23464
54-1841528
MEDICAL BILLING SVCS VA MARTHA JEFFERSON HOSPITAL
 
C   3,698,533 100.000 % Yes  
(16) BAY PRIMEX INSURANCE COMPANY LTD

PO BOX 1051
GRAND CAYMAN   KY1-1102
CJ
98-0704114
OTHER INSURANCE FUNDS CJ SENTARA HEALTH
 
C 41,412,904 122,964,296 100.000 % Yes  
(17) ALBEMARLE PHYSICIAN SERVICES-SENTARA INC

1300 SENTARA PARK
VIRGINIA BEACH,VA23464
26-4592192
PHYS PRACTICE NC SENTARA ALBEMARLE REGIONAL MEDICAL CENTER LLC
 
C 22,436,676 38,013,164 100.000 % Yes  
(18) THE PORT WARWICK MEDICAL ARTS BUILDING ASSOCIATION

1300 SENTARA PARK
VIRGINIA BEACH,VA23464
56-2295574
BUILDING ASSOCIATION VA MPB INC
 
C 349,144 520,877 100.000 % Yes  
(19) MEDSTREAMING EGYPT SOFTWARE

5A-ELNASRROADDELTA BUILDING8TH FL
CAIRO    
EG
CONSULTING EG FIVOS INC
 
C     53.870 % Yes  
(20) CAHABA PARTNERS TOTAL RETURN FUND LTD

27 HOSPITAL ROAD
GEORGE TOWN   KY1-9008
CJ
POOLED INV FD CJ SENTARA HEALTH
 
C 14,716,519 193,704,293 70.880 %   No
(21) FIVOS INC

8 COMMERCE AVE
WEST LEBANON,NH03784
45-1573625
HEALTHCARE IT DE SENTARA VENTURES INC
 
C 8,711,971 5,722,335 55.540 % Yes  
(22) MEDICAL METRX HOLDING INC

8 COMMERCE AVE
WEST LEBANON,NH03784
20-4195631
HOLDING COMPANY DE FIVOS INC
 
C     55.540 % Yes  
(23) M2S INC

8 COMMERCE AVE
WEST LEBANON,NH03784
13-3978513
DATA COLLECTION/AGGREGATION DE MEDICAL METRX HOLDING INC
 
C     55.540 % Yes  
(24) AVMED ADMINISTRATORS INC

1300 SENTARA PARK
VIRGINIA BEACH,VA23464
84-2931956
TPA SERVICES FL AVMED INC
 
C     100.000 % Yes  
(25) SOLUS SPC OFFSHORE FUND LTD

190 ELGIN AVENUE
GEORGE TOWN   KY1-9007
CJ
98-1554265
INVESTMENTS CJ SENTARA HEALTH
 
C     55.130 %   No
Schedule R (Form 990) (Rev. 1-2025)
Schedule R (Form 990) (Rev. 1-2025)
Page 3
Part V
Transactions With Related Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................
1a
Yes
 
b Gift, grant, or capital contribution to related organization(s) ............................
1b
Yes
 
c Gift, grant, or capital contribution from related organization(s) ............................
1c
Yes
 
d Loans or loan guarantees to or for related organization(s) ............................
1d
 
No
e Loans or loan guarantees by related organization(s) ............................
1e
 
No
f Dividends from related organization(s) ............................
1f
Yes
 
g Sale of assets to related organization(s) ............................
1g
Yes
 
h Purchase of assets from related organization(s) ............................
1h
 
No
i Exchange of assets with related organization(s) ............................
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) .......................
1j
 
No
k Lease of facilities, equipment, or other assets from related organization(s) ......................
1k
Yes
 
l Performance of services or membership or fundraising solicitations for related organization(s) .....................
1l
Yes
 
m Performance of services or membership or fundraising solicitations by related organization(s) .................
1m
Yes
 
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................
1n
Yes
 
o Sharing of paid employees with related organization(s) ............................
1o
 
No
p Reimbursement paid to related organization(s) for expenses ............................
1p
Yes
 
q Reimbursement paid by related organization(s) for expenses ............................
1q
Yes
 
r Other transfer of cash or property to related organization(s) ............................
1r
Yes
 
s Other transfer of cash or property from related organization(s) ............................
1s
Yes
 
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization
(b)
Transaction
type (a-s)
(c)
Amount involved
(d)
Method of determining amount involved
(1) ALBEMARLE PHYSICIAN SERVICES- SENTARA INC

L 1,732,761 CORP BOOK/REC
(2) ALBEMARLE PHYSICIAN SERVICES- SENTARA INC

Q 24,763,007 CORP BOOK/REC
(3) ALBEMARLE PHYSICIAN SERVICES- SENTARA INC

R 15,622,882 CORP BOOK/REC
(4) ALBEMARLE PHYSICIAN SERVICES- SENTARA INC

S 45,863 CORP BOOK/REC
(5) AVMED INC

B 65,000,000 CORP BOOK/REC
(6) AVMED INC

L 123,001 CORP BOOK/REC
(7) AVMED INC

Q 3,499,921 CORP BOOK/REC
(8) BAY PRIMEX INSURANCE COMPANY LTD

S 13,889,592 CORP BOOK/REC
(9) DOMINION HEALTH MEDICAL ASSOCIATES LTD

L 385,720 CORP BOOK/REC
(10) DOMINION HEALTH MEDICAL ASSOCIATES LTD

Q 5,166,502 CORP BOOK/REC
(11) DOMINION HEALTH MEDICAL ASSOCIATES LTD

R 4,266,893 CORP BOOK/REC
(12) HALIFAX REGIONAL HOSPITAL INC

B 98,047,829 CORP BOOK/REC
(13) HALIFAX REGIONAL HOSPITAL INC

C 6,114,848 CORP BOOK/REC
(14) HALIFAX REGIONAL HOSPITAL INC

L 6,618,154 CORP BOOK/REC
(15) MANAGED CARE SERVICES INC

Q 20,187,468 CORP BOOK/REC
(16) MANAGED CARE SERVICES INC

R 21,225,997 CORP BOOK/REC
(17) MARTHA JEFFERSON HOSPITAL

B 351,954,947 CORP BOOK/REC
(18) MARTHA JEFFERSON HOSPITAL

C 24,379,873 CORP BOOK/REC
(19) MARTHA JEFFERSON HOSPITAL

L 23,766,775 CORP BOOK/REC
(20) MARTHA JEFFERSON HOSPITAL

M 75,040 CORP BOOK/REC
(21) MJH FOUNDATION

B 10,480,991 CORP BOOK/REC
(22) MJH FOUNDATION

C 12,717,936 CORP BOOK/REC
(23) MPB INC

B 78,699,711 CORP BOOK/REC
(24) MPB INC

C 31,112,072 CORP BOOK/REC
(25) MPB INC

K 6,212,352 CORP BOOK/REC
(26) MPB INC

L 5,984,495 CORP BOOK/REC
(27) POTOMAC HOSPITAL CORPORATION OF PRINCE WILLIAM

B 262,749,418 CORP BOOK/REC
(28) POTOMAC HOSPITAL CORPORATION OF PRINCE WILLIAM

C 15,656,469 CORP BOOK/REC
(29) POTOMAC HOSPITAL CORPORATION OF PRINCE WILLIAM

L 16,802,985 CORP BOOK/REC
(30) POTOMAC HOSPITAL CORPORATION OF PRINCE WILLIAM

M 77,830 CORP BOOK/REC
(31) MARTHA JEFFERSON MEDICAL ENTERPRISES INC

R 100,000 CORP BOOK/REC
(32) PRINCESS ANNE AMBULATORY SURGERY MGT LLC

Q 524,492 CORP BOOK/REC
(33) ROCKINGHAM HEALTH SERVICES INC

Q 91,264 CORP BOOK/REC
(34) SENTARA ENTERPRISES

B 131,413,193 CORP BOOK/REC
(35) SENTARA ENTERPRISES

C 132,557,890 CORP BOOK/REC
(36) SENTARA ENTERPRISES

L 6,921,037 CORP BOOK/REC
(37) SENTARA ENTERPRISES

M 88,296 CORP BOOK/REC
(38) SENTARA ENTERPRISES

R 4,027,893 CORP BOOK/REC
(39) SENTARA HALIFAX REGIONAL PROPERTIES INC

B 2,126,792 CORP BOOK/REC
(40) SENTARA HALIFAX REGIONAL PROPERTIES INC

C 207,531 CORP BOOK/REC
(41) SENTARA HALIFAX REGIONAL PROPERTIES INC

L 275,884 CORP BOOK/REC
(42) SENTARA HEALTH ADMINISTRATION INC

L 9,845,718 CORP BOOK/REC
(43) SENTARA HEALTH ADMINISTRATION INC

M 10,216,850 CORP BOOK/REC
(44) SENTARA HEALTH ADMINISTRATION INC

P 10,845,606 CORP BOOK/REC
(45) SENTARA HEALTH ADMINISTRATION INC

Q 587,132,057 CORP BOOK/REC
(46) SENTARA HEALTH ADMINISTRATION INC

R 435,099,366 CORP BOOK/REC
(47) SENTARA HEALTH INSURANCE PLANS CORP

B 10,000,000 CORP BOOK/REC
(48) SENTARA HEALTH PLANS

B 700,000,000 CORP BOOK/REC
(49) SENTARA HEALTH PLANS

M 102,493 CORP BOOK/REC
(50) SENTARA HOLDINGS INC

Q 4,193,611 CORP BOOK/REC
(51) SENTARA HOSPITALS

B 4,042,521,352 CORP BOOK/REC
(52) SENTARA HOSPITALS

C 5,884,308,111 CORP BOOK/REC
(53) SENTARA HOSPITALS

F 4,027,893 CORP BOOK/REC
(54) SENTARA HOSPITALS

H 70,742 CORP BOOK/REC
(55) SENTARA HOSPITALS

K 268,119 CORP BOOK/REC
(56) SENTARA HOSPITALS

L 192,229,498 CORP BOOK/REC
(57) SENTARA HOSPITALS

M 20,702,171 CORP BOOK/REC
(58) SENTARA LIFE CARE CORPORATION

B 15,942,061 CORP BOOK/REC
(59) SENTARA LIFE CARE CORPORATION

C 10,262,171 CORP BOOK/REC
(60) SENTARA LIFE CARE CORPORATION

L 1,260,369 CORP BOOK/REC
(61) SENTARA LIFE CARE CORPORATION

M 1,615 CORP BOOK/REC
(62) SENTARA MEDICAL GROUP

B 605,997,013 CORP BOOK/REC
(63) SENTARA MEDICAL GROUP

C 618,465,899 CORP BOOK/REC
(64) SENTARA MEDICAL GROUP

L 28,969,330 CORP BOOK/REC
(65) SENTARA MEDICAL GROUP

M 857,383 CORP BOOK/REC
(66) SENTARA OBICI AMBULATORY SURGERY LLC

Q 203,103 CORP BOOK/REC
(67) SENTARA PRINCESS ANNE HOSPITAL

A 6,610,103 CORP BOOK/REC
(68) SENTARA PRINCESS ANNE HOSPITAL

G 400,168 CORP BOOK/REC
(69) SENTARA PRINCESS ANNE HOSPITAL

L 19,879,871 CORP BOOK/REC
(70) SENTARA PRINCESS ANNE HOSPITAL

M 128,786 CORP BOOK/REC
(71) SENTARA PRINCESS ANNE HOSPITAL

P 57,551 CORP BOOK/REC
(72) SENTARA PRINCESS ANNE HOSPITAL

Q 213,498,330 CORP BOOK/REC
(73) SENTARA PRINCESS ANNE HOSPITAL

R 102,525,822 CORP BOOK/REC
(74) SENTARA PRINCESS ANNE HOSPITAL

S 7,271,511 CORP BOOK/REC
(75) SENTARA RMH MEDICAL CENTER

B 462,388,034 CORP BOOK/REC
(76) SENTARA RMH MEDICAL CENTER

C 44,599,362 CORP BOOK/REC
(77) SENTARA RMH MEDICAL CENTER

L 29,993,325 CORP BOOK/REC
(78) SENTARA RMH MEDICAL CENTER

M 93,360 CORP BOOK/REC
(79) SENTARA SOUTHSIDE HEALTH SERVICES INC

Q 57,426 CORP BOOK/REC
(80) SENTARA SOUTHSIDE HEALTH SERVICES INC

R 53,930 CORP BOOK/REC
(81) SENTARA VENTURES INC

Q 415,085,371 CORP BOOK/REC
(82) SENTARA VENTURES INC

R 3,685,920 CORP BOOK/REC
(83) SMG INNOVATIONS INC

Q 122,575 CORP BOOK/REC
(84) VALLEY WELLNESS CENTER

B 2,562,909 CORP BOOK/REC
(85) VALLEY WELLNESS CENTER

C 156,820 CORP BOOK/REC
Schedule R (Form 990) (Rev. 1-2025)
Schedule R (Form 990) (Rev. 1-2025)
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity
(b)
Primary activity
(c)
Legal domicile
(state or foreign
country)
(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

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




(g)
Share of
end-of-year
assets
(h)
Disproprtionate allocations?
(i)
Code V-UBI
amount in box 20
of Schedule K-1
(Form 1065)
(j)
General or
managing
partner?
(k)
Percentage
ownership


Yes No Yes No Yes No






























Schedule R (Form 990) (Rev. 1-2025)
Schedule R (Form 990) (Rev. 1-2025)
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) (Rev. 1-2025)

Additional Data


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