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
INOVA HEALTH CARE SERVICES
 
 
Doing business as
See Schedule O
 
Number and street (or P.O. box if mail is not delivered to street address)
8095 INNOVATION PARK DRIVE FINANCE
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
FAIRFAX, VA22031
D Employer identification number

54-0620889
E Telephone number

G Gross receipts $ 6,451,990,073
F Name and address of principal officer:
J Stephen Jones MD
8095 INNOVATION PARK DRIVE FINANCE
FAIRFAX,VA22031
I
Tax-exempt status: (   ) (insert no.) or
J
Website:
INOVA.ORG
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. See instructions.
H(c)
Group exemption number  
K Form of organization:  
L Year of formation: 1956
M State of legal domicile: VA
Part I
Summary
Activities  & Governance 1 Briefly describe the organization’s mission or most significant activities: IHCS's mission is to maintain and operate hospitals that provide quality care to the community.
2 Check this box
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 3
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 0
5 Total number of individuals employed in calendar year 2024 (Part V, line 2a) ...... 5 29,281
6 Total number of volunteers (estimate if necessary) ............. 6 1,429
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 10,331,798
b Net unrelated business taxable income from Form 990-T, Part I, line 11 ......... 7b 150,738
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 63,321,186 66,365,324
9 Program service revenue (Part VIII, line 2g) ......... 5,264,468,782 6,003,822,101
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 78,470,904 46,628,845
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 261,075,485 306,280,907
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 5,667,336,357 6,423,097,177
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 0 0
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 2,929,059,891 3,228,930,036
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) 0    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 2,477,888,066 2,784,940,094
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 5,406,947,957 6,013,870,130
19 Revenue less expenses. Subtract line 18 from line 12....... 260,388,400 409,227,047
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 7,346,820,217 8,082,113,289
21 Total liabilities (Part X, line 26)............. 3,113,147,055 3,445,701,440
22 Net assets or fund balances. Subtract line 21 from line 20..... 4,233,673,162 4,636,411,849
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: IHCS was specifically chartered for the purpose of serving the health care needs of the community by establishing, maintaining, and operating hospital facilities, programs, and other shared service arrangements; carrying on health-related education activities; promoting and carrying on health-related scientific research; and engaging in activities designed and carried on to promote the general health of the community. IHCS includes a centralized System Office and the various unincorporated and incorporated subsidiaries which are described below.The unincorporated divisions of IHCS include: Inova Fairfax Hospital, Inova Mount Vernon Hospital, Inova Fair Oaks Hospital, Inova Alexandria Hospital, ACCESS of Reston, ACCESS of Fairfax, Inova Research Center, Assisted Living Facilities, Inova Physical Rehabilitation Services, Inova Urgent Care Centers, Inova Employee Assistance, and Behavioral Health and Addiction Treatment.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? .....................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program
services? ...........................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 5,067,421,353 including grants of $   ) (Revenue $ 6,271,092,469 )
Inova Health Care Services (IHCS) is part of the Inova Health System whose mission is to serve the needs of the community by establishing, maintaining, and operating hospital facilities, programs, and other shared service arrangements; carrying on health-related education activities; promoting and conducting scientific research; and engaging in activities designed to promote the general health of the community. In 2024, three of Inova Health System's hospitals have been rated with 5 out of 5 stars in the Centers for Medicare & Medicaid Services (CMS) Five-Star Quality Rating System report. A CMS five-star quality rating is based on extensive data that measures patient experience, infection rates, readmissions and mortality.IHCS includes a centralized System Office and the various unincorporated and incorporated subsidiaries. The unincorporated subsidiaries of IHCS include: Inova Fairfax Hospital, Inova Mount Vernon Hospital, Inova Fair Oaks Hospital, Inova Alexandria Hospital, Inova Loudoun Hospital, ACCESS of Reston, ACCESS of Fairfax, Inova Research Center, Assisted Living Facilities, Inova Physical Rehabilitation Services, Inova Urgent Care Centers, Inova Employee Assistance, and Behavioral Health and Addiction Treatment.PROGRAM SERVICESAcute care services are provided on three campuses in Fairfax County, one campus in Loudoun County, and one campus in the City of Alexandria in Virginia. Services provided include emergency and trauma facilities, inpatient and outpatient services, and a variety of ancillary and specialized services. During 2024, IHCS admissions and observations cases totaled 91,584, outpatient visits totaled 769,615 , emergency visits totaled 376,569 (29,649 of the total ER visits were at the Springfield Healthplex, 23,064 at the Lorton Healthplex, and 16,858 at the Ashburn Healthplex) and deliveries totaled 16,301. The acute care program services provided by these hospitals are described more fully below. Inova Fairfax Hospital (IFH) includes the Inova Schar Heart and Vascular, Inova Women's Hospital, Inova Fairfax Hospital for Children, and the Inova Schar Cancer Institute. The hospital, located in Central Fairfax County is a 928-licensed bed tertiary care hospital providing comprehensive medical and surgical services which include emergency/trauma, cardiac, transplant, cancer, obstetric, pediatric, neonatal, stroke, and extensive outpatient services. Inova Fairfax Hospital is the home of Northern Virginia's only Level 1 emergency and trauma center and the state-of-the-art Women's and Children's Center. In addition, Inova Fairfax Hospital is a teaching hospital providing clinical training through medical residency, nursing, and paramedical education programs.Inova Mount Vernon Hospital (IMVH) is a 225 licensed bed acute-care hospital serving Southeastern Fairfax County. Inova Mount Vernon Hospital provides a full-service, 24-hour emergency department; broad range of diagnostic, medical, and surgical services; inpatient psychiatric services; the Dorothea R. Fischer Wound Healing Center, and a specialized hyperbaric oxygen therapy program used to treat conditions requiring increased oxygen flow to body tissues (such as grafts and certain types of burns). Inova Mount Vernon Hospital also operates the Lorton Healthplex, a 24-hour free standing emergency facility and the Inova Center for Rehabilitation, a nationally-known accredited program providing inpatient and outpatient rehabilitative services.Inova Fair Oaks Hospital (IFOH) is a top-ranked 174-bed acute care community hospital serving the rapidly growing suburbs of Northern Virginia. Signature service lines include spine, weight loss, joint replacement, and minimally invasive surgery. State-of-the-art cancer care and maternity services are also signature offerings. Inova Fair Oaks Hospital is a fully accredited Comprehensive Center for Bariatric Surgery. Inova Alexandria Hospital (IAH) is a 302-licensed bed general acute care hospital, which opened on January 23, 1873. Inova Alexandria Hospital provides a spectrum of diagnostic services, including full-body CT scanning, MRI, and a cardiac catheterization laboratory; a variety of inpatient medical, surgical, and orthopedic services; comprehensive outpatient services, including outpatient surgery, physical medicine, and rehabilitation; and a 24-hour emergency department as well as the Springfield Healthplex, a free standing emergency facility, and the Oakville Health Center, a fully equipped outpatient facility and emergency department. In addition, specialized obstetric and pediatric services are provided by the hospital's Maternal and Infant Health Center and a children's unit. Inova Loudoun Hospital (ILH) is a 211-licensed bed general acute care hospital, which first opened its doors in 1912. ILH is a Level 3 trauma center and provides a full-service 24-hour emergency department as well as two freestanding emergency rooms; 23 intensive care beds; a spectrum of diagnostic services, including full-body CT scanning, MRI, and a cardiac catheterization laboratory; a variety of inpatient medical, surgical, and orthopedic services, and comprehensive outpatient services including outpatient surgery, physical medicine and rehabilitation, wound services and radiation therapy. Obstetrical services are provided by ILH's Ladies' Board Birthing Inn. In addition, there is a pediatric emergency department and an inpatient pediatric unit. Specific acute care programs include:Cardiovascular Care: Inova Schar Heart and Vascular ("ISHV") offers a variety of services at all five Inova hospitals and over 50 outpatient locations throughout the Northern Virginia region. Inova Fairfax Hospital is home to ISHV's dedicated heart hospital, which serves as the hub of the system's cardiac, vascular, and pulmonary services. ISHV's clinical capabilities cover the full spectrum of complex cardiovascular and pulmonary care from medical evaluation and diagnostic testing through the most innovative minimally invasive surgical techniques and complex open surgeries, including heart and lung transplantation. ISHV's outstanding performance has been recognized by many measures, including U.S. News & World Report (2024-2025) rankings as "High Performing" in seven cardiac specialties: abdominal aortic aneurysm (AAA) repair, aortic valve surgery, heart attack, heart bypass surgery, heart failure and transcatheter aortic valve replacement (TAVR). ISHV has also achieved recognition from the American College of Cardiology as a "Proven Quality Program" for its participation and performance in the National Cardiovascular Data Registry (NCDR) database, 3-star ratings (the highest rating) from the Society of Thoracic Surgeons, and ratings from Healthgrades as one of "America's 100 Best Hospitals for Cardiac Care", "America's 50 Best Hospitals for Cardiac Surgery and "Pulmonary Care Excellence Award". The AHA recognized ISHV as a Mitral Valve Repair Reference Center Award and Extracorporeal Life Support Organization (ELSO) awarded ISHV as a Platinum Award of Excellence. ISHV is ranked among the nation's top performing hospitals for patient safety, patient satisfaction, and clinical outcomes.ISHV is also a leader in minimally invasive heart valve repair and surgery. Inova Schar Heart and Vascular operates one of the country's busiest structural heart programs in the country, performing minimally invasive transcatheter procedures to treat valvular heart disease and other heart defects. Additionally, ISHV is amongst the top programs in the nation for total number of Heart Transplants, with excellent outcomes, making Inova one of the top heart transplant programs in the country. The ISHV multidisciplinary cardiogenic shock team is a model of excellence having set a new standard for patient survival rates. The robust Cardiology and Advanced Lung Research Programs provide innovative research to keep ISHV on the leading edge of diagnosis and treatment options for the community. In 2024, ISHV partnered with the Inova Pride Clinic to open a dedicated cardiovascular clinic and provide on-site treatment for patients with cardiovascular disease.ISHV team members committed to community outreach and education participated in 30 events in 2024. They reached 791 participants through blood pressure screenings and education, conducted 758 Kardia EKG screenings, and screened 37 community members for peripheral artery disease. The Inova Heart & Vascular Institute had over 803,124 patient encounters in 2024 at its five hospitals, 50+ ambulatory offices, and 20 non-invasive cardiovascular imaging and diagnostic service locations.
4b (Code:   ) (Expenses $ 43,706,691 including grants of $   ) (Revenue $ 32,078,806 )
Inova Research Center - Medical Students The Inova Research Center (IRC), including research and academic activities, is centered at Inova Fairfax Hospital. In 2024, the Inova Campus of the University of Virginia had a total of 47 third year and 36 fourth year medical students who spent their clerkship and fourth year at Inova Fairfax Hospital. In addition, 273 students came to Inova Hospitals for a four-week rotation in 2024.Pharmacy Students and ResidentsAlso located on the Inova Campus is the VCU School of Pharmacy which partners with clinicians and practitioners across Inova and Northern Virginia to help educate and train numerous pharmacy students each year. During 2024, 20 P3 and 30 P4 students were assigned to VCU School of Pharmacy Inova Campus at Inova Fairfax Hospital. Inova pharmacy practitioners and school faculty precepted 19 Introductory Pharmacy Practice Experiences (IPPEs) and 98 Advanced Pharmacy Practice Experiences (APPEs) for VCU School of Pharmacy students and precepted 16 IPPE's and 55 APPE's for Shenandoah School of Pharmacy students. A total of 188 pharmacy rotations were precepted at Inova. Additionally, Inova has a total of 12 pharmacy post-graduate training opportunities offered across 4 locations.Inova Fairfax Hospital (IFH):4 PGY-1 Pharmacy Practice Residency1 PGY-2 Emergency Medicine Pharmacy Practice Residency0 PGY-2 Critical Care Pharmacy Practice Residency - pause in 2024Inova Alexandria Hospital (IAH):2 PGY-1 Pharmacy Practice ResidencyInova Mount Vernon Hospital (IMVH):2 PGY-1 Pharmacy Practice ResidencyInova Health System:1 PGY-2 Ambulatory Care Pharmacy Practice Residency2 PGY-1 Community Pharmacy Residency0 PGY-2 Medication-use Safety Residency - pause in 2024 The Claude Moore Health Education CenterThe Claude Moore Health Education Center on the campus of Inova Fairfax Hospital features 11,000 square feet of space dedicated to the educational needs of medical and nursing students as well as residents and fellows. This state-of-the-art Center includes both medical and surgical simulation centers, enabling students to learn through hands-on experience. The Center features two dedicated research floors to support the extensive activities of the Office of Research at Inova where numerous active clinical trials and ongoing outcomes and laboratory research projects are conducted. Many of these clinical and research opportunities are conducted in partnership with universities and other research entities. The unreimbursed cost of these programs in 2024 was $11.6 million. Residents/FellowsInova sponsors accredited residency training programs in: Family Medicine, Pediatrics, General Surgery, Internal Medicine, OB/GYN, Neurosurgery and Podiatry. In addition, Inova also sponsors accredited fellowships in Surgical Critical Care, Pediatric Emergency Medicine, Pediatric Hospitalist Medicine, Cardiology, Hematology/Oncology, Orthopedic Sports Medicine, Family Sports Medicine, Breast Surgery, Maternal Fetal Medicine and Bariatric surgery. Inova supports training programs from affiliates in Emergency Medicine, Psychiatry, Orthopedics, Ophthalmology, Family Practice, Critical Care, Anesthesia, PM&R and a number of other medical and surgical specialties. Inova also supports integrated fellowships with National Capital Consortium in Vascular Surgery, Female Pelvic Medicine and Reconstructive Surgery, and Gynecology/Oncology. In all, Inova trained 760 individual residents/fellows (284 FTEs) from 54 specialties in 2024. As a teaching facility, Inova Fairfax Hospital incurs typical, additional expenses associated with teaching facilities including physician teaching costs and resident salaries, the cost of maintaining higher levels of technology required to support a teaching program and charges resulting from extra tests ordered for instructional purposes. The direct cost of these programs in 2024 was approximately $19.7 million.
4c (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
(Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
Each year, IHCS designates funds for the development and continuation of identified, accessible direct care programs and services benefiting those most in need in the community. Many of these programs and services are not billed to the patient or are provided at a fee structure below the actual cost of the service. In addition to providing the direct care subsidized service, Inova also provides disease-prevention programs, health and exercise classes, health education and health screenings and other programs within the community in support of the IHCS mission. In 2024, Inova provided over 250,000 people with health education, prevention and wellness programs, health fairs and screenings, and clinically related services resulting in over 130,000 visits for direct health care services at an unreimbursed cost of approximately $49.7 million. These services and programs are described below. Inova Cares for Women and ChildrenThe Inova Cares for Women (ICW) was created in 1960. Inova serves the under and uninsured women in Northern Virginia, offering a wide range of OB/GYN services for those in need. This program is a service offered to the community in collaboration with the local Health Departments, serving uninsured and low-income patients up to 400% of the Federal Poverty Guidelines (FPG). The clinics work in partnership with the Alexandria City, Fairfax and Loudoun County Health Departments, IFH, IAH and ILH to promote early and continuous prenatal care for the culturally diverse population who are its patients. Inova Cares for Women provides comprehensive outpatient obstetrical services and gynecological care as well as non-stress testing, and LEEP and colposcopy procedures at no cost to the patient. The clinic provides specialty gynecological care service as well, including maternal fetal medicine, GYN/Onc and Uro/GYN. In addition to medical services, the clinic provides support services including radiology, laboratory, genetic testing, diabetes management, case management, behavioral health, family planning, and nutritional counseling. In 2024, ICW provided 39,543 patient encounters for 6,436 patients. Additionally, ICW supported over 2,094 deliveries at Inova medical campuses. The Inova Cares for Children (ICC) was created in 1993 as a response to the inability of parents or caregivers to secure an affordable medical home for their uninsured or Medicaid children. ICC is recognized as an accredited Patient Centered Medical Home by the National Committee for Quality Assurance and serves as a medical home for newborns up to 21 years of age. The Inova Cares for Children provides comprehensive pediatric services that includes well-childcare, immunizations, episodic care (sick visits), and school/sports physicals, immunizations, and nutritional counseling. They also provide behavioral health services and care coordination for children with complex or special needs. There are 7 locations, including a same day walk in sick clinic that is newly established. In 2024, the Inova Cares for Children provided 34,716 clinical services to over 11,772 patients.Inova Alexandria Hospital (IAH) OB ClinicIAH donates space on the campus to the Casey Clinic, a community health center currently run by Neighborhood Health, a Federally Qualified Health Center that is funded by the State of Virginia, Alexandria Health Department and the City Of Alexandria to provide primary healthcare services to low-income and uninsured children and adults that are residents of the City of Alexandria. IAH funds the clinic physicians who provide OB patient prenatal examinations and delivery at Inova Alexandria Hospital. Inova Juniper Program, HIV Clinical and Education ServicesInova Juniper Program (IJP) provides outpatient primary medical care, mental health therapy, substance abuse counseling, pharmaceutical assistance, and medical and social case management services to 1,827 Ryan White funded persons living with HIV disease in the suburban Virginia region. To maximize accessibility for clients, services are provided at the main location in Fairfax, as well as five satellite clinics (Dumfries, Manassas, newly expanded Mt. Vernon, Leesburg, and Herndon), hospitals, homes, and other community locations throughout the region. Major accomplishments of IJP for 2024 include:Served 1,827 patients living with HIV, providing 16,638 services.Provided 2,418 medical and social case management services to 1,000 Ryan White funded clients living with HIV. Provided 189 clients with mental health services and substance use outpatient care.Conducted 144 hours of education reaching 748 participants.Conducted 1,504 HIV tests, with known seroprevalence of 0.6% across Northern Virginia.Provided both in-person and virtual prevention and education programs to support, motivate and educate healthcare professionals, the public, and people living with HIV. Programs are geared to incarcerated men and women, men who have sex with men, youth, and the general population. HIV testing, outreach groups and patient navigation services are also provided.Inova Pride ClinicIn 2022, Inova Pride Clinic was founded as Northern Virginia's first primary care clinic specifically dedicated to the LGBTQ+ community. The clinic offers a wide range of services, including preventive care, healthcare screenings, chronic disease management, and behavioral health services. In 2024, the clinic served 1,246 unique patients, with a total of 5,076 encounters. Additionally, this year, the clinic partnered with Inova Schar Heart and Vascular to establish the first cardiovascular clinic specifically focused on the LGBTQ+ population to provide on-site care once a month. The clinic also onboarded an internist to provide high-quality primary care two days a week.Hospital-Based Violence Intervention Program (HVIP) HVIP brings together medical staff and community-based partners to provide safety planning, trauma-informed care, and essential services to victims of community violence. By engaging patients during their hospital stay, HVIP creates a crucial opportunity to improve lives, reduce retaliation, and prevent re-injury. As a new initiative at Inova, HVIP is currently available exclusively to patients at Fairfax Hospital who are treated for gunshot wounds, stabbings, and assaults. The program offers crisis intervention, connects patients to community-based services, and facilitates home visits as part of discharge planning. Additionally, HVIP provides personalized resources for patients and their families for up to twelve months, ensuring continued care and support throughout their recovery journey. In 2024, the department hired three individuals to support the program.Inova Cares for Behavioral Health Inova Cares for Behavioral Health offers mental health counseling services to individuals aged 14 years and older who have mild to moderate mental health needs. These services are available to uninsured patients eligible for Inova's Financial Assistance program or those covered by Virginia Medicaid. The program includes short-term, goal-oriented therapy consisting of up to 12 sessions delivered by credentialed mental health professionals, aiming to support individuals in reducing symptoms and improving overall well-being. In 2024, the Inova Cares for Behavioral Health program delivered services to over 192 unique patients, accounting for more than 861 visits.Peterson Life with Cancer Peterson Life with Cancer (PLWC), part of the of the Inova Dwight and Martha Schar Cancer Institute, has become Northern Virginia's premier cancer education, wellness, and psychosocial support organization. A variety of integrative therapies, wellness programs, groups and classes are offered to patients (adults and children), survivors, family members (adults and children), friends and staff as well as community organizations. Programs are evidence-based [supported by Society of Integrative Oncology (SIO), The American Society of Clinical Oncology (ASCO) and the National Comprehensive Cancer Network (NCCN)] and designed to help individuals and the community understand cancer, cancer treatments, survivorship, grief and bereavement and how to maintain physical and psychological health. Peterson Life with Cancer's facilities are strategically located throughout the Northern Virginia area with the centerpiece of outpatient care provided at the PLWC Family Center, adjacent to Inova Fairfax Hospital. At all Inova Schar Cancer (ISC) locations, PLWC clinical staff are fully integrated into the multidisciplinary care teams through a disease-based model that ensures the best patient experience possible.
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expenses5,111,128,044
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
 
No
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X, as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10? If "Yes," complete
Schedule D,
Part VI. Click to see attachment
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
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIIClick to see attachment
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
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year? If "Yes," complete
Schedule D, Parts XI and XII
Click to see attachment
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.........
14b
 
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV.....
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I. See instructions. ....
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....Click to see attachment
List of Attached Documents:
// Content
20a
Yes
 
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return? Click to see attachment
List of Attached Documents:
// Content
20b
Yes
 
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.....
21
 
No
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........
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 .... Click to see attachment
List of Attached Documents:
// Content
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I.......................Click to see attachment
List of Attached Documents:
// Content
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 IIClick to see attachment
List of Attached Documents:
// Content
...........
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 IIIClick to see attachment
List of Attached Documents:
// Content
.........................
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......................Click to see attachment
List of Attached Documents:
// Content
28a
 
No
b
A family member of any individual described in line 28a? If "Yes," complete Schedule L, Part IV.....Click to see attachment
List of Attached Documents:
// Content
28b
Yes
 
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
 
No
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2 ...
35b
 
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2............. Click to see attachment
List of Attached Documents:
// Content
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VIClick to see attachment
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
1,485
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
29,281
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
Yes
 
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
Yes
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? ..
4a
 
No
b
If "Yes," enter the name of the foreign country:
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
Yes
 
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
3
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
0
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
 
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? .
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
Yes
 
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
Yes
 
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
Yes
 
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .......................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe 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
 
No
b
Other officers or key employees of the organization ................
15b
 
No
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:
Inova Health Care Services8095 Innovation Park Drive Finance   Fairfax,VA22031 (571) 472-8123
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) J STEPHEN JONES MD......................................................................
PRESIDENT/CEO
35.00
.................
15.00
X   X       6,505,967 0 73,484
(2) JOHN GAUL......................................................................
SECRETARY
35.00
.................
15.00
X   X       1,679,637 0 108,811
(3) RICARDO TALENTO......................................................................
TREASURER-CFO, BEG 1/1/24
35.00
.................
15.00
X   X       702,376 0 174,348
(4) ALICE POPE......................................................................
TREASURER-CFO, ENDING 1/1/24
35.00
.................
15.00
    X       1,125,575 0 73,326
(5) JOHN MOYNIHAN......................................................................
PRESIDENT SURGICAL SERVICE
40.00
.................
0.00
      X     1,628,387 0 96,212
(6) ANUJ NARANG......................................................................
PRESIDENT IFMC & PEDS SERVICES
40.00
.................
0.00
      X     1,526,651 0 340,898
(7) NILESH VYAS......................................................................
DIVISION CHIEF
40.00
.................
0.00
      X     1,597,886 0 92,776
(8) HARVEY MCDUFFIE......................................................................
SVP PRESIDENT INOVA REALTY
40.00
.................
0.00
      X     1,189,664 0 81,617
(9) SUSAN CARROLL......................................................................
PRESIDENT ILH
40.00
.................
10.00
      X     1,210,044 0 150,923
(10) TERRI FEELY......................................................................
CHIEF PEOPLE OFFICER IHS
40.00
.................
10.00
      X     1,682,483 0 142,904
(11) MATTHEW KULL......................................................................
CHIEF INFORMATION DIGITAL STRATEGY
40.00
.................
0.00
      X     1,406,198 0 118,536
(12) TONI ARDABELL......................................................................
CHIEF CLINICAL ENTERPRISE
40.00
.................
0.00
      X     2,010,575 0 73,897
(13) JAMES ECKLUND......................................................................
PRESIDENT NEUROSCIENCES
40.00
.................
0.00
        X   2,346,748 0 100,971
(14) JOHN HAMILTON......................................................................
PHYSICIAN
40.00
.................
0.00
        X   2,203,314 0 103,111
(15) CHRISTOPHER O'CONNOR......................................................................
PRESIDENT IHVI
40.00
.................
0.00
        X   1,951,637 0 59,346
(16) JOHN PHIPPS......................................................................
CHIEF CARE TRANSFORMATION OFFICER
40.00
.................
0.00
        X   1,982,814 0 93,000
(17) NICHOLAS SZARY......................................................................
PHYSICIAN
40.00
.................
0.00
        X   1,964,658 0 48,151
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) STEPHEN MOTEW........................................................................
FORMER CHIEF CLINICAL ENTERPRISE
40.00
.......................0.00
          X 1,189,614 0 48,878
(19) ZOBAIR YOUNOSSI........................................................................
FORMER RESEARCH PHYSICIAN
40.00
.......................0.00
          X 1,404,890 0 5,592
(20) CHRISTOPHER CHIANTELLA........................................................................
FORMER CHIEF MEDICAL OFFICER
40.00
.......................0.00
          X 589,478 0 83,517




















1b Sub-Total..............
c Total from continuation sheets to Part VII, Section A..
d Total (add lines 1b and 1c)......... 35,898,596 0 2,070,298
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 7,767
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
DPR CONSTRUCTION

11109 SUNSET HILLS RD 200
RESTON,VA20190
CONSTRUCTION 77,059,697
NORTHSTAR ANESTHESIA OF VIRGINIA

6225 N STATE HWY 161 200
IRVING,TX75038
MEDICAL SERVICES 56,347,763
GILBANE BUILDING COMPANY

7 JACKSON WALKWAY
PROVIDENCE,RI02903
CONSTRUCTION 37,772,813
RANDSTAD HEALTHCARE

PO BOX 742689
ATLANTA,GA30374
STAFFING 35,091,851
HITT CONTRACTING INC

2900 FAIRVIEW PARK DRIVE
FALLS CHURCH,VA22042
CONSTRUCTION 34,622,645
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 679
Form 990 (2024)
Form 990 (2024)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue
(B)
Related or
exempt
function
revenue
(C)
Unrelated
business
revenue
(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, Grants, and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c  
d Related organizations1d 23,342,644
e Government grants (contributions)1e 43,022,680
f All other contributions, gifts, grants, and similar amounts not included above1f  
g Noncash contributions included in lines 1a - 1f:$ 1g  
h Total. Add lines 1a-1f....... 66,365,324
 Program Service RevenueAmt Business Code
2a Net Patient Service Revenue 622110 5,955,413,802 5,955,413,802    
b Inova Reston MRI Center LLC 621400 11,845,479 11,845,479    
c Inova Loudoun Ambulatory Surgery 621400 11,651,995 11,651,995    
d Northern Virginia Surgery Center 621400 6,777,326 6,777,326    
e FAIRFAX RADIOLOGY CENTERS LLC 621400 6,325,316 6,325,316    
f All other program service revenue. 11,808,183 11,808,183    
g Total. Add lines 2a–2f ..... 6,003,822,101
 OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ...... 18,275,522   39,219 18,236,303
4 Income from investment of tax-exempt bond proceeds 5,477,945     5,477,945
5 Royalties...........        
(i) Real (ii) Personal
6a Gross rents 6a 24,435,578 1,293,627
b Less: rental expenses 6b 27,796,424 1,096,472
c Rental income or (loss) 6c -3,360,846 197,155
d Net rental income or (loss)....... -3,163,691     -3,360,846
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 7a 22,875,378  
b Less: cost or other basis and sales expenses 7b 0  
c Gain or (loss) 7c 22,875,378  
d Net gain or (loss)......... 22,875,378     22,875,378
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 OPERATING REVENUE 900099 299,911,897 289,816,473 10,095,424  
b COMMUNITY BLOOD SERVICES 900099 9,532,701 9,532,701    
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... 309,444,598
12 Total revenue. See instructions..... 6,423,097,177 6,303,171,275 10,331,798 43,228,780
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 ....    
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 ........... 22,265,446 22,265,446    
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........ 2,652,448,377 2,232,086,530 420,361,847  
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 111,740,182 82,323,469 29,416,713  
9 Other employee benefits ....... 272,785,383 213,629,896 59,155,487  
10 Payroll taxes ........... 169,690,648 139,349,840 30,340,808  
11 Fees for services (non-employees):        
a Management ......        
b Legal ......... 7,380,853 2,747,557 4,633,296  
c Accounting ........... 1,927,416 88,226 1,839,190  
d Lobbying ........... 261,470 261,470    
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ......        
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 490,966,470 460,574,010 30,392,460  
12 Advertising and promotion .... 11,787,309 2,836,403 8,950,906  
13 Office expenses ....... 60,116,952 39,878,959 20,237,993  
14 Information technology ...... 115,264,048 14,744,168 100,519,880  
15 Royalties ..        
16 Occupancy ........... 91,993,798 87,274,953 4,718,845  
17 Travel ............ 14,631,431 11,032,410 3,599,021  
18 Payments of travel or entertainment expenses for any federal, state, or local public officials .        
19 Conferences, conventions, and meetings .... 2,999,898 1,816,744 1,183,154  
20 Interest ........... 69,448,985 518,556 68,930,429  
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization .. 350,014,603 283,618,892 66,395,711  
23 Insurance ... 27,818,340 18,785,160 9,033,180  
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a MEDICAL SUPPLIES 559,058,407 558,405,388 653,019  
b PHARMACEUTICALS 456,733,726 454,354,251 2,379,475  
c OTHER PURCHASED SERVICE 380,937,190 340,971,520 39,965,670  
d BAD DEBT 141,161,734 141,161,734    
e All other expenses 2,437,464 2,402,462 35,002  
25 Total functional expenses. Add lines 1 through 24e 6,013,870,130 5,111,128,044 902,742,086 0
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720).        
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 ......... 678,428,558 2 523,640,639
3 Pledges and grants receivable, net ......   3  
4 Accounts receivable, net ............. 504,806,455 4 588,806,847
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 ........... 124,709,670 7 94,889,622
8 Inventories for sale or use ............ 47,458,313 8 57,027,378
9 Prepaid expenses and deferred charges ...... 143,163,495 9 174,048,084
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 6,714,622,585
b Less: accumulated depreciation 10b 3,560,974,770 2,891,173,954 10c 3,153,647,815
11 Investments—publicly traded securities . 137,357,329 11 465,529,022
12 Investments—other securities. See Part IV, line 11 ..... 75,839,885 12 86,401,283
13 Investments—program-related. See Part IV, line 11 ..   13  
14 Intangible assets ............... 14,623,352 14 11,996,597
15 Other assets. See Part IV, line 11 ........... 2,729,259,206 15 2,926,126,002
16 Total assets. Add lines 1 through 15 (must equal line 33)... 7,346,820,217 16 8,082,113,289
Liabilities 17 Accounts payable and accrued expenses ..... 604,779,858 17 695,562,012
18 Grants payable ...   18  
19 Deferred revenue ......... 22,175,872 19 28,459,440
20 Tax-exempt bond liabilities ......... 2,134,520,670 20 2,333,342,558
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 .. 8,085,812 23 7,008,305
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 343,584,843 25 381,329,125
26 Total liabilities. Add lines 17 through 25.. 3,113,147,055 26 3,445,701,440
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 .......... 4,231,613,707 27 4,636,411,849
28 Net assets with donor restrictions ........... 2,059,455 28 0
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 ........... 4,233,673,162 32 4,636,411,849
33 Total liabilities and net assets/fund balances ........ 7,346,820,217 33 8,082,113,289
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
6,423,097,177
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
6,013,870,130
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
409,227,047
4
Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..
4
4,233,673,162
5
Net unrealized gains (losses) on investments ...............
5
-5,785,303
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
-703,057
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))
10
4,636,411,849
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
INOVA HEALTH CARE SERVICES
 
Employer identification number

54-0620889
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 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.") ..            
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf ....            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3            
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f) ..  
6 Public support. Subtract line 5 from line 4.  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2020 (b) 2021 (c) 2022 (d) 2023 (e) 2024 (f) Total
7 Amounts from line 4..            
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...            
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..            
11 Total support. Add lines 7 through 10  
12
12
 
13
First 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
 
15
15
 
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
INOVA HEALTH CARE SERVICES
 
Employer identification number

54-0620889
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
INOVA HEALTH CARE SERVICES
 
Employer identification number
54-0620889
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
RESTRICTED
 
 
 
 
  ,    

$ RESTRICTED


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

$  


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

$  


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

$  


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

$  


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

$  


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

54-0620889
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
INOVA HEALTH CARE SERVICES
 
Employer identification number

54-0620889
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
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
INOVA HEALTH CARE SERVICES
 
Employer identification number

54-0620889
Part I-A
Complete if the organization is exempt under section 501(c) or is a section 527 organization.

1
Provide a description of the organization’s direct and indirect political campaign activities in Part IV. 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) ........................ 261,470  
c Total lobbying expenditures (add lines 1a and 1b) ............................................................ 261,470  
d Other exempt purpose expenditures ............................................................................... 5,110,866,574  
e Total exempt purpose expenditures (add lines 1c and 1d) .................................................. 5,111,128,044  
f Lobbying nontaxable amount. Enter the amount from the following table in both
columns.
1,000,000  
If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:
Not over $500,00020% of the amount on line 1e.
Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.
Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.
Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.
Over $17,000,000$1,000,000.
g Grassroots nontaxable amount (enter 25% of line 1f) ................................................. 250,000  
h Subtract line 1g from line 1a. If zero or less, enter -0-. ................................................ 0  
i Subtract line 1f from line 1c. If zero or less, enter -0-. ................................................ 0  
j If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting
section 4911 tax for this year? ...................................................................................................................

4-Year Averaging Period Under Section 501(h)
(Some organizations that made a section 501(h) election do not have to complete all of the five
columns below. See the separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
Calendar year (or fiscal year
beginning in)
(a) 2021 (b) 2022 (c) 2023 (d) 2024 (e) Total
2a Lobbying nontaxable amount 1,000,000 1,000,000 1,000,000 1,000,000 4,000,000
b Lobbying ceiling amount
(150% of line 2a, column(e))
6,000,000
c Total lobbying expenditures 230,785 247,417 226,339 261,470 966,011
d Grassroots nontaxable amount 250,000 250,000 250,000 250,000 1,000,000
e Grassroots ceiling amount
(150% of line 2d, column (e))
1,500,000
f Grassroots lobbying expenditures          
Schedule C (Form 990) 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? ...........................................................................................................
 
 
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ........
 
 
c
Media advertisements? ...................................................................................................
 
 
 
d
Mailings to members, legislators, or the public? .............................................................................
 
 
 
e
Publications, or published or broadcast statements? ...........................................................
 
 
 
f
Grants to other organizations for lobbying purposes? ..........................................................
 
 
 
g
Direct contact with legislators, their staffs, government officials, or a legislative body? .......................
 
 
 
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ..................
 
 
 
i
Other activities? ...................................................................................................................
 
 
 
j
Total. Add lines 1c through 1i ....................................................................................................
 
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
 
b
If "Yes," enter the amount of any tax incurred under section 4912 ...........................................
 
c
If "Yes," enter the amount of any tax incurred by organization managers under section 4912 ...................
 
d
If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? ........................
 
 
Part III-A
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).
Yes
No
1
Were substantially all (90% or more) dues received nondeductible by members? ...............................................
1
 
 
2
Did the organization make only in-house lobbying expenditures of $2,000 or less? ............................................
2
 
 
3
Did the organization agree to carry over lobbying and political expenditures from the prior year? .................................
3
 
 
Part III-B
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered "No" OR (b) Part III-A, line 3, is answered “Yes."
1
Dues, assessments and similar amounts from members ......................................................................
1
 
2
Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political expenses for which the section 527(f) tax was paid).
a
Current year .............................................................................................................................
2a
 
b
Carryover from last year ............................................................................................................
2b
 
c
Total ...........................................................................................................................................
2c
 
3
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .
3
 
4
If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ......................................................................................................................
4
 
5
Taxable amount of lobbying and political expenditures. See Instructions .........................................
5
 
Part IV
Supplemental Information
Provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part II-A (affiliated group list); Part II-A, lines 1 and 2 (see instructions), and Part ll-B, line 1. Also, complete this part for any additional information.
Return Reference Explanation
Schedule C (Form 990) 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
INOVA HEALTH CARE SERVICES
 
Employer identification number

54-0620889
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .........    
2 Aggregate value of contributions to (during year)    
3 Aggregate value of grants from (during year)    
4 Aggregate value at end of year ........    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ...................... 2a  
b Total acreage restricted by conservation easements .................... 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 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 ....          
b Contributions ...          
c Net investment earnings, gains, and losses          
d Grants or scholarships ...          
e Other expenditures for facilities
and programs ...
         
f Administrative expenses ....          
g End of year balance ......          
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment right arrow  
b
Permanent endowment right arrow  
c
Term endowment right arrow  
The percentages on lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) Unrelated organizations .................
3a(i)
 
 
(ii) Related organizations .................
3a(ii)
 
 
b
If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis
(investment)
(b) Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .....   421,697,703 421,697,703
b Buildings ....   3,796,064,866 2,130,562,893 1,665,501,973
c Leasehold improvements        
d Equipment ....   2,011,663,825 1,430,411,877 581,251,948
e Other .....   485,196,191   485,196,191
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..right arrow 3,153,647,815
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)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)right arrow  
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)INTEREST RATE SWAP AND OTHER LONG TERM ASSETS 73,183,338
(2)DUE FROM SUBSIDIARIES AND AFFILIATES 2,522,909,181
(3)LONG TERM RIGHT OF USE 236,078,741
(4)EQUITY INVESTMENTS 93,954,742
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........right arrow 2,926,126,002
Part X
Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
(1) Federal income taxes  
THIRD PARTY SETTLEMENTS 73,316,738
SELF INSURED LIABILITY 47,016,129
INTEREST RATE SWAP LIABILITY 216,260
LEASE LIABILITY 260,779,998





Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)right arrow 381,329,125
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 X, Line 2: From Inova Health System Foundation consolidated financial statements including Inova Health Care Services: The Foundation and IHCS are not-for-profit corporations and have been determined to be exempt from federal income tax under the provisions of section 501(c)(3) of the Internal Revenue Code. Therefore, these entities will not incur any liability for federal income tax, except for possible unrelated business income. Inova Holdings, Inc. and its subsidiaries are taxable organizations. Deferred income taxes are provided for all significant timing differences between revenues and expenses reported for financial statement and for tax purposes. Accounting principles generally accepted in the United States require management to evaluate uncertain tax positions taken by Inova Health System. The financial statement effects of a tax position are recognized when the position is more likely than not, based on the technical merits, to be sustained upon examination by the Internal Revenue Service. Management reviews its tax position annually and has concluded that as of December 31, 2024 and 2023, there are no material uncertain positions taken or expected to be taken that require recognition in the consolidated financial statements. IHS has recognized no interest or penalties related to uncertain tax positions. IHS is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. Management believes that IHS is no longer subject to income tax examinations for years prior to 2020.
Schedule D (Form 990) (Rev. 1-2025)


Additional Data


Software ID:  
Software Version:  




SCHEDULE H
(Form 990)
Department of the Treasury
Internal Revenue Service
Hospitals
Medium right arrow Complete if the organization answered "Yes" on Form 990, Part IV, question 20a.
Medium right arrow Attach to Form 990.
Medium right arrow Go to www.irs.gov/Form990EZ for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
Name of the organization
INOVA HEALTH CARE SERVICES
 
Employer identification number

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

4

Yes

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

5a

Yes

 
b
If "Yes," did the organization's financial assistance expenses exceed the budgeted amount? . . . . . .
5b
Yes
 
c
If "Yes" to line 5b, as a result of budget considerations, was the organization unable to provide free or discountedcare to a patient who was eligibile for free or discounted care? . . . . . . . . . . . . .
5c
 
No
6a
Did the organization prepare a community benefit report during the tax year? . . . . . . . . .
6a
Yes
 
b
If "Yes," did the organization make it available to the public? . . . . . . . . . . . . .
6b
Yes
 
Complete the following table using the worksheets provided in the Schedule H instructions. Do not submit these worksheets with the Schedule H.
7
Financial Assistance and Certain Other Community Benefits at Cost
Financial Assistance and
Means-Tested
Government Programs
(a) Number of activities or programs (optional) (b) Persons served (optional) (c) Total community benefit expense (d) Direct offsetting revenue (e) Net community benefit expense (f) Percent of total expense
a Financial Assistance at cost
(from Worksheet 1) . . .
    150,932,822   150,932,822 2.570 %
b Medicaid (from Worksheet 3, column a) . . . . .     578,289,171 377,934,984 200,354,187 3.410 %
c Costs of other means-tested government programs (from Worksheet 3, column b) . .            
d Total Financial Assistance and Means-Tested Government Programs . . . . .     729,221,993 377,934,984 351,287,009 5.980 %
Other Benefits
e Community health improvement services and community benefit operations (from Worksheet 4).     17,789,947 267,135 17,522,812 0.300 %
f Health professions education (from Worksheet 5) . . .     21,524,712 1,840,950 19,683,762 0.340 %
g Subsidized health services (from Worksheet 6) . . . .     34,292,046 3,113,734 31,178,312 0.530 %
h Research (from Worksheet 7) .     43,706,691 32,078,789 11,627,902 0.200 %
i Cash and in-kind contributions for community benefit (from Worksheet 8) . . . .     2,988,703   2,988,703 0.050 %
j Total. Other Benefits . .     120,302,099 37,300,608 83,001,491 1.420 %
k Total. Add lines 7d and 7j .     849,524,092 415,235,592 434,288,500 7.400 %
For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 50192T Schedule H (Form 990) 2024
Schedule H (Form 990) 2024
Page
Part II
Community Building Activities Complete this table if the organization conducted any community building activities during the tax year, and describe in Part VI how its community building activities promoted the health of the communities it serves.
(a) Number of activities or programs (optional) (b) Persons served (optional) (c) Total community building expense (d) Direct offsetting
revenue
(e) Net community building expense (f) Percent of total expense
1 Physical improvements and housing            
2 Economic development            
3 Community support            
4 Environmental improvements            
5 Leadership development and
training for community members
           
6 Coalition building            
7 Community health improvement advocacy            
8 Workforce development            
9 Other            
10 Total            
Part III
Bad Debt, Medicare, & Collection Practices
Section A. Bad Debt Expense
Yes
No
1
Did the organization report bad debt expense in accordance with Healthcare Financial Management Association Statement No. 15? ..........................
1
Yes
 
2
Enter the amount of the organization's bad debt expense. Explain in Part VI the methodology used by the organization to estimate this amount. ......
2
51,382,871
3
Enter the estimated amount of the organization's bad debt expense attributable to patients eligible under the organization's financial assistance policy. Explain in Part VI the methodology used by the organization to estimate this amount and the rationale, if any, for including this portion of bad debt as community benefit. ......
3
0
4
Provide in Part VI the text of the footnote to the organization’s financial statements that describes bad debt expense or the page number on which this footnote is contained in the attached financial statements.
Section B. Medicare
5
Enter total revenue received from Medicare (including DSH and IME).....
5
710,943,430
6
Enter Medicare allowable costs of care relating to payments on line 5.....
6
922,348,353
7
Subtract line 6 from line 5. This is the surplus (or shortfall)........
7
-211,404,923
8
Describe in Part VI the extent to which any shortfall reported in line 7 should be treated as community benefit.Also describe in Part VI the costing methodology or source used to determine the amount reported on line 6.Check the box that describes the method used:
Section C. Collection Practices
9a
Did the organization have a written debt collection policy during the tax year? ..........
9a
Yes
 
b
If "Yes," did the organization’s collection policy that applied to the largest number of its patients during the tax year
contain provisions on the collection practices to be followed for patients who are known to qualify for financial assistance? Describe in Part VI .........................

9b

Yes

 
Part IV
Management Companies and Joint Ventures(owned 10% or more by officers, directors, trustees, key employees, and physicians—see instructions)
(a) Name of entity (b) Description of primary
activity of entity
(c) Organization's
profit % or stock
ownership %
(d) Officers, directors,
trustees, or key
employees' profit %
or stock ownership %
(e) Physicians'
profit % or stock
ownership %
11 Franconia-Springfield Surgery Center LLC
 
Surgical Services 65.160 %   34.840 %
22 Northern Virginia Surgery Center LLC
 
Surgical Services 64.110 %   35.890 %
33 Inova Ambulatory Surgery Center at Lorton LLC
 
Surgical Services 65.080 %   34.920 %
44 McLean Ambulatory Surgery LLC
 
Surgical Services 55.100 %   44.900 %
55 Inova Loudoun Ambulatory Surgery Center LLC
 
Surgical Services 61.720 %   38.280 %
6
7
8
9
10
11
12
13
Schedule H (Form 990) 2024
Schedule H (Form 990) 2024
Page
Part VFacility Information
Section A. Hospital Facilities
(list in order of size from largest to smallest—see instructions)How many hospital facilities did the organization operate during the tax year?10Name, address, primary website address, and state license number (and if a group return, the name and EIN of the subordinate hospital organization that operates the hospital facility)
Licensed Hospital General Medical and Surgical Children's Hospital Teaching Hospital Critical Access Hospital Research Facility ER-24Hours ER-Other Other (describe) Facility reporting group
1 INOVA FAIRFAX HOSPITAL
3300 GALLOWS ROAD
FALLS CHURCH,VA22042
INOVA.ORG
VA H1921
X X X X   X X     A
2 INOVA ALEXANDRIA HOSPITAL
4320 SEMINARY ROAD
ALEXANDRIA,VA22304
INOVA.ORG
VA H1859
X X         X     A
3 INOVA LOUDOUN HOSPITAL
44035 RIVERSIDE PARKWAY
LEESBURG,VA20176
INOVA.ORG
VA H1868
X X         X     A
4 INOVA FAIR OAKS HOSPITAL
3600 JOSEPH SIEWICK DRIVE
FAIRFAX,VA22033
INOVA.ORG
VA H1922
X X         X     A
5 INOVA MOUNT VERNON HOSPITAL
2501 PARKER LANE
ALEXANDRIA,VA22306
INOVA.ORG
VA H1923
X X         X     A
6 INOVA LOUDOUN AMBULATORY SURG CTR LLC
44035 RIVERSIDE PARKWAY 200
LEESBURG,VA20176
INOVA.ORG
OH728
X X               A
7 NORTHERN VIRGINIA SURGERY CENTER LLC
3620 JOSEPH SIEWICK DRIVE 202
FAIRFAX,VA22033
INOVA.ORG
OH716
X X               A
8 FRANCONIA-SPRINGFIELD SURGERY CTR LLC
6355 WALKER LANE 200
ALEXANDRIA,VA22310
INOVA.ORG
OH655
X X               A
9 MCLEAN AMBULATORY SURGERY CENTER LLC
7601 LEWINSVILLE ROAD 440
MCLEAN,VA22102
INOVA.ORG
OH728
X X               A
10 INOVA AMBULATORY SURGERY CTR LORTON LLC
9321 SANGER STREET 200
LORTON,VA22079
INOVA.ORG
OH725
X X               A
Schedule H (Form 990) 2024
Schedule H (Form 990) 2024
Page 4
Part VFacility Information (continued)

Section B. Facility Policies and Practices

(Complete a separate Section B for each of the hospital facilities or facility reporting groups listed in Part V, Section A)
Facility Reporting Group - A
Name of hospital facility or letter of facility reporting group  
Line number of hospital facility, or line numbers of hospital facilities in a facility
reporting group (from Part V, Section A):
 
Yes No
Community Health Needs Assessment
1 Was the hospital facility first licensed, registered, or similarly recognized by a state as a hospital facility in the current tax year or the immediately preceding tax year?........................ 1   No
2 Was the hospital facility acquired or placed into service as a tax-exempt hospital in the current tax year or the immediately preceding tax year? If “Yes,” provide details of the acquisition in Section C............... 2   No
3 During the tax year or either of the two immediately preceding tax years, did the hospital facility conduct a community health needs assessment (CHNA)? If "No," skip to line 12...................... 3 Yes  
If "Yes," indicate what the CHNA report describes (check all that apply):
a
b
c
d
e
f
g
h
i
j
4 Indicate the tax year the hospital facility last conducted a CHNA: 20 22
5 In conducting its most recent CHNA, did the hospital facility take into account input from persons who represent the broad interests of the community served by the hospital facility, including those with special knowledge of or expertise in public health? If "Yes," describe in Section C how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted ................. 5 Yes  
6 a Was the hospital facility’s CHNA conducted with one or more other hospital facilities? If "Yes," list the other hospital facilities in Section C.................................. 6a Yes  
b Was the hospital facility’s CHNA conducted with one or more organizations other than hospital facilities?” If “Yes,” list the other organizations in Section C. ............................ 6b   No
7 Did the hospital facility make its CHNA report widely available to the public?.............. 7 Yes  
If "Yes," indicate how the CHNA report was made widely available (check all that apply):
a
b
c
d
8 Did the hospital facility adopt an implementation strategy to meet the significant community health needs
identified through its most recently conducted CHNA? If "No," skip to line 11. ..............
8 Yes  
9 Indicate the tax year the hospital facility last adopted an implementation strategy: 20 22
10 Is the hospital facility's most recently adopted implementation strategy posted on a website?......... 10 Yes  
a If "Yes" (list url): See Part VI
b If "No," is the hospital facility’s most recently adopted implementation strategy attached to this return? ...... 10b    
11 Describe in Section C how the hospital facility is addressing the significant needs identified in its most recently conducted CHNA and any such needs that are not being addressed together with the reasons why such needs are not being addressed.
12a Did the organization incur an excise tax under section 4959 for the hospital facility's failure to conduct a CHNA as required by section 501(r)(3)?............................... 12a   No
b If "Yes" on line 12a, did the organization file Form 4720 to report the section 4959 excise tax?........ 12b    
c If "Yes" on line 12b, what is the total amount of section 4959 excise tax the organization reported on Form 4720 for all of its hospital facilities? $  

Schedule H (Form 990) 2024
Schedule H (Form 990) 2024
Page 5
Part VFacility Information (continued)

Financial Assistance Policy (FAP)
Facility Reporting Group - A
Name of hospital facility or letter of facility reporting group  
Yes No
Did the hospital facility have in place during the tax year a written financial assistance policy that:
13 Explained eligibility criteria for financial assistance, and whether such assistance included free or discounted care? 13 Yes  
If “Yes,” indicate the eligibility criteria explained in the FAP:
a Federal poverty guidelines (FPG), with FPG family income limit for eligibility for free care of 400.000000000000%
and FPG family income limit for eligibility for discounted care of 400.000000000000%
b
c
d
e
f
g
h
14 Explained the basis for calculating amounts charged to patients?................. 14 Yes  
15 Explained the method for applying for financial assistance?................... 15 Yes  
If “Yes,” indicate how the hospital facility’s FAP or FAP application form (including accompanying instructions) explained the method for applying for financial assistance (check all that apply):
a Described the information the hospital facility may require an individual to provide as part of his or her application
b Described the supporting documentation the hospital facility may require an individual to submit as part of his or
her application
c Provided the contact information of hospital facility staff who can provide an individual with information about the
FAP and FAP application process
d Provided the contact information of nonprofit organizations or government agencies that may be sources of
assistance with FAP applications
e Other (describe in Section C)
16 Was widely publicized within the community served by the hospital facility?........ 16 Yes  
If "Yes," indicate how the hospital facility publicized the policy (check all that apply):
a
https://www.inova.org/patient-and-visitor-information/financial-assistance
b
https://www.inova.org/patient-and-visitor-information/financial-assistance
c
d
e
f
g
h
i
j
Schedule H (Form 990) 2024
Schedule H (Form 990) 2024
Page 6
Part VFacility Information (continued)

Billing and Collections
Facility Reporting Group - A
Name of hospital facility or letter of facility reporting group  
Yes No
17 Did the hospital facility have in place during the tax year a separate billing and collections policy, or a written financial assistance policy (FAP) that explained all of the actions the hospital facility or other authorized party may take upon nonpayment?.................................. 17 Yes  
18 Check all of the following actions against an individual that were permitted under the hospital facility's policies during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP:
a
b
c
d
e
f
19 Did the hospital facility or other authorized party perform any of the following actions during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP?............ 19   No
If "Yes," check all actions in which the hospital facility or a third party engaged:
a
b
c
d
e
20 Indicate which efforts the hospital facility or other authorized party made before initiating any of the actions listed (whether or not checked) in line 19. (check all that apply):
a
b
c
d
e
f
Policy Relating to Emergency Medical Care
21 Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that required the hospital facility to provide, without discrimination, care for emergency medical conditions to individuals regardless of their eligibility under the hospital facility’s financial assistance policy?.................. 21 Yes  
If "No," indicate why:
a
b
c
d
Schedule H (Form 990) 2024
Schedule H (Form 990) 2024
Page 7
Part VFacility Information (continued)

Charges to Individuals Eligible for Assistance Under the FAP (FAP-Eligible Individuals)
Facility Reporting Group - A
Name of hospital facility or letter of facility reporting group  
Yes No
22 Indicate how the hospital facility determined, during the tax year, the maximum amounts that can be charged to FAP-eligible individuals for emergency or other medically necessary care.
a
b
c
d
23 During the tax year, did the hospital facility charge any FAP-eligible individual to whom the hospital facility provided emergency or other medically necessary services more than the amounts generally billed to individuals who had insurance covering such care? ............................... 23   No
If "Yes," explain in Section C.
24 During the tax year, did the hospital facility charge any FAP-eligible individual an amount equal to the gross charge for any service provided to that individual? ........................... 24   No
If "Yes," explain in Section C.
Schedule H (Form 990) 2024
Schedule H (Form 990) 2024
Page 8
Part V
Facility Information (continued)
Section C. Supplemental Information for Part V, Section B. Provide descriptions required for Part V, Section B, lines 2, 3j, 5, 6a, 6b, 7d, 11, 13b, 13h, 15e, 16j, 18e, 19e, 20a, 20b, 20c, 20d, 20e, 21c, 21d, 23, and 24. If applicable, provide separate descriptions for each hospital facility in a facility reporting group, designated by facility reporting group letter and hospital facility line number from Part V, Section A (“A, 1,” “A, 4,” “B, 2,” “B, 3,” etc.) and name of hospital facility.
Form and Line Reference Explanation
Part V, Section A: The surgery centers listed as hospital facilities 6-10 in Part V, Section A are part of the hospital facilities' CHNAs already conducted and have followed the hospital facilities' financial assistance policy. The surgery centers are reported specifically in the hospital facilities' CHNAs and are listed as hospital facilities in Part V, Section A.
Part V, Section B Facility Reporting Group A
Facility Reporting Group A consists of: - Facility 1: INOVA FAIRFAX HOSPITAL, - Facility 2: INOVA ALEXANDRIA HOSPITAL, - Facility 3: INOVA LOUDOUN HOSPITAL, - Facility 4: INOVA FAIR OAKS HOSPITAL, - Facility 5: INOVA MOUNT VERNON HOSPITAL, - Facility 6: INOVA LOUDOUN AMBULATORY SURG CTR LLC, - Facility 7: NORTHERN VIRGINIA SURGERY CENTER LLC, - Facility 8: FRANCONIA-SPRINGFIELD SURGERY CTR LLC, - Facility 9: MCLEAN AMBULATORY SURGERY CENTER LLC, - Facility 10: INOVA AMBULATORY SURGERY CTR LORTON LLC
Group A-Facility 1 -- INOVA FAIRFAX HOSPITAL & MCLEAN SURG CTR Part V, Section B, line 3j: Question 3eInova Fairfax Hospital (IFH) and Inova McLean Ambulatory Surgery Center (IMASC) completed a Community Health Needs Assessment (CHNA) in 2022 and found that numerous health status and access problems are present in the community. Five areas were identified as the most significant health needs for the IFH community: Chronic Conditions; Economic Stability; Healthcare Access; Mental Health; and Neighborhood, Community and Environment. Within these areas there was no prioritization or ranking.Based on the CHNA results, a three-year Implementation Strategy was developed to address the community benefit service area for calendar (tax) years 2022 through 2025. Priorities were based on community need as determined by quantitative data and community input, as well as on health system expertise, resources, strengths of existing programming and partnerships, and alignment with national, state, and local health goals. Based on the CHNA recommendations, IFH-IMASC has identified as its community benefit priorities Healthcare Access, Mental Health and Economic Stability. These three priorities were selected by all Inova facilities, as they appeared on the needs list of each region, align with state goals, and can be addressed not only in the individual locales, but also through a system approach across the entire Northern Virginia region. Using this methodology, approaches can be customized to meet the specific needs in each region. The 3-year Implementation Strategy was approved by the Inova Health Care Services Board.
Group A-Facility 1 -- INOVA FAIRFAX HOSPITAL & MCLEAN SURG CTR Part V, Section B, line 5: For Inova Fairfax Hospital :While a regional approach guided the CHNA, each jurisdiction used its own process for community outreach and engagement. As much as possible, the process centered on existing resources, partnerships, and local needs and values. This method ensures that any new initiatives accurately reflect community priorities. Inova and the Community Action Committee planned and produced the Fairfax assessment together. Each member of the team contributed to the assessment in different ways, utilizing individual strengths. As a part of the collaborative process leading this assessment, input was received from diverse sources including the local health department, hospital staff, representatives of key community groups and individual community members.This 2022 Community Health Needs Assessment (CHNA) process gathered community input through two of the three main assessments - Forces of Change discussions and the Community Themes and Strengths Assessment survey.Forces of Change discussions bring together individuals working in and with the community, who represent a broad diversity of stakeholders. Participants included individuals with special knowledge of or expertise in public health; local public health departments; agencies with current data or information about the health and social needs of the community; representatives of social service organizations; business leaders, and leaders, representatives, and members of medically underserved, low income, and minority populations. Inova representatives conducted Forces of Change sessions with the local Health Department, the local Federally Qualified Health Centers, elected officials, the County Health Care Advisory Board, the Partnership for Healthier Fairfax, Regional Faith Based Leaders and the local Action Committee.Inova and the Community Action Committee members promoted the community survey to partners and residents alike. The survey was available in print or online in nine languages (Amharic, Arabic, Chinese (Mandarin), English, Farsi, Korean, Spanish, Vietnamese and Urdu). Printed copies were provided to partners and local clinics and were distributed and collected by Community Health Workers.
Group A-Facility 1 -- INOVA FAIRFAX HOSPITAL & MCLEAN SURG CTR Part V, Section B, line 6a: Inova Fair Oaks Hospital (IFOH) and Inova Northern Virginia Surgery Center (INVSC) Inova Alexandria Hospital (IAH) and Inova Franconia-Springfield Surgery Center (IFFSC)Inova Fairfax Hospital (IFH) and Inova McLean Ambulatory Surgery Center (IMASC) Inova Mount Vernon Hospital (IMVH) and Inova Ambulatory Surgery Center at Lorton (IASCL) Inova Loudoun Hospital (ILH) and Inova Loudoun Ambulatory Surgery Center (ILASC)
Group A-Facility 1 -- INOVA FAIRFAX HOSPITAL & MCLEAN SURG CTR Part V, Section B, line 11: A Community Health Needs Assessment (CHNA) was conducted in 2022 to identify the significant health needs in the community and to inform development of an Implementation Strategy to address those priorities. This process also responds to regulatory requirements, which mandate that tax-exempt hospital facilities conduct a CHNA every three years and adopt an Implementation Strategy that addresses significant community health needs.One aim of the Implementation Strategy is to guide Inova's community benefit activities for the period of 2023-2025. Community benefits are programs or activities that provide treatment and/or promote health and healing as a response to identified community needs. The CHNA process encourages hospitals to focus on improving the health of the communities they serve, rather than select outreach efforts based solely on internal growth priorities. Implementation Strategies should be broad based and work with community partners to improve health outside the walls of the hospital, increase prevention efforts and improve public health.Based on the CHNA process, three priority areas were chosen for the 2023-2025 Implementation Strategy: healthcare access, economic stability and behavioral health.Update - Year TwoImplementation StructureMembers of the Community Health Division, Inova leadership, the Fairfax County Health Department, and community partners have been working diligently on the priority areas set forth in the 2022 CHNA Implementation Strategy.A structure was implemented in 2020 whereby a steering committee addresses system-wide approaches to improving CHNA-identified health needs and the local Fairfax Community Action Committee consisting of Inova team members and community partners identifies local needs and opportunities and develops partnerships to address them. The Steering Committee meets monthly to create and drive strategy for the system, and the local committees are responsible for bringing together representatives from multiple Inova departments, faith-based organizations, mental health stakeholders, community partners including but not limited to Neighborhood Health (Federally Qualified Health Center/FQHC), Capital City Nurses, Northern Virginia Family Services, ADAMS Center, Shepherd's Center, Adams Center, Fairfax County local government teams (Health Department, Neighborhood and Community Services, and Fairfax County Public Schools) and community members who reside in Fairfax neighborhoods.This year, Implementation Strategy projects that address the top three health issues included:Healthcare Access: Inova created the Fairfax Medical Home resource and has begun drafting a community facing version of the document for review by members of the Action Committee.Inova supported non-profit partners and the Fairfax County Health Department to join the Unite Us platform to enrich the referral network.Action Committee partners share resources and insights to facilitate joint marketing of health-related community activities and events. In 2024 these included important messaging around county malaria information, Community Health Assessment data walks, and the development of the Fairfax Community Health Improvement Plan.Inova continues to facilitate the monthly Northern Virginia Community Health Access Forum meetings during which community health workers and navigators learn about community resources and share opportunities.Economic Stability:Action Committee partners, including Inova, collaborate with the public schools on career exposure and development for students, and share opportunities in the meetings. Partners who host job training resources share those opportunities during meetings to enhance reach and recruitment. This includes the planning of a new Doula training program that will engage community members with lived experience to become certified.Mental Health:Action Committee members collaborate to enhance the marketing and reach of available mental health and substance use programing, including REVIVE! and Mental Health First Aid to individuals they serve. In order to address social isolation, Action Committee members engage with existing volunteer structures in the community. Conversations have begun with community partners and the schools to facilitate structured opportunities for students to engage with older adults. Inova in the CommunityLocal action committee conversations in Fairfax and across Northern Virginia brought to light the need for Inova to have an increased presence in and engagement with its local communities to continue to build trust. A tool was developed to collect information from Inova team members with interest in sharing their expertise at community events and activities. Rather than create events, Inova, guided by our Community Health Workers, works with local non-profit, faith, clinical, government, and neighborhood partners to collaboratively deliver resources at events and activities designed and attended by community members. Inova team members volunteer their time and expertise at a variety of events including health fairs, health education sessions, workforce development opportunities, and community celebrations. In Fairfax, this included participating in events with the public schools, houses of worship, partner organizations and local colleges. Inova team members provide education, navigation and screening opportunities in a variety of these settings, such as Lorton Community Action Center's March Into Better Health Event, Culmore Clinic's Community Day Fair, Crossroads Baptist Church's Health Fair and Vienna Seventh-Day Adventist Church's Health Fair.Community WorkforceInova's community-based workforce development initiative, Dream B!G, aims to ensure the healthcare workforce reflects and represents the communities Inova has the privilege to serve. The program was created in 2021 and gives under-invited youth an up-close look at a variety of healthcare careers and roles. Inova team members from many backgrounds and professions - known as the Dream Team - created short videos highlighting their career journeys. Team members visit Title 1 middle and high schools in Northern Virginia to show the videos, share their work-life experiences and invite students to visit the healthcare setting. The goal is to inspire young people to visualize their own healthcare career success stories.The Inova Community Health team and Inova Talent Acquisition partnered to develop resources for youth and adults who aspire to a healthcare career. Information includes outlines of positions that don't require post-secondary education, career ladder opportunities and tuition assistance options at Inova. These materials can help students determine next steps after high school, as well as offer adults opportunities to join the healthcare field. It's a win-win - providing the community with career opportunities and economic stability and providing Inova with a responsive and representative workforce. In 2024, over 400 Fairfax County Public School students and students from George Mason University's EIP Summer Program, grades 10-12, attended Dream B!G events at Inova Fairfax Hospital. They toured and visited with team members in the Advanced Surgical Technology and Education Center, experienced virtual-reality based training in the Inova Center for Advanced Medical Simulation, observed the respiratory system with pig lungs, engaged in neuroscience activities, and practiced physical exams with University of Virginia medical students. Their visits included small-group roundtable discussions with team members from across the hospital. In 2024, prior Dream B!G students were offered the opportunity to join a mentorship cohort focused on career pathways to becoming physicians, nurses, pharmacists and technicians. Students were grouped into pods based on their interests and met with Inova team members in those careers. In addition to two in-person events, Inova team members connected with the students via email, phone, and meetups throughout the year.In partnership with the Fairfax County Health Department's Public Health Youth Ambassador Program, Inova provided community-based training and experiential opportunities for Fairfax County Public High School students with low-income backgrounds. Community Health Workers (CHWs) from Inova Cares for Families provided training experiences for students to supplement computer-based learning modules.
Group A-Facility 1 -- INOVA FAIRFAX HOSPITAL & MCLEAN SURG CTR Part V, Section B, line 13h: Calculate family size
Group A-Facility 1 -- INOVA FAIRFAX HOSPITAL & MCLEAN SURG CTR Part V, Section B, line 16j: Financial Aid Brochures explaining the charity policy are available throughout the Hospital. ER Rooms and waiting rooms have charity notifications posted in their areas, and the brochures are also posted on Inova's website.
Group A-Facility 2 -- INOVA ALEXANDRIA HOSPITAL AND FRANCONIA Part V, Section B, line 3j: Question 3eInova Alexandria Hospital (IAH) and Inova Franconia-Springfield Surgery Center (IFSSC) completed a Community Health Needs Assessment (CHNA) in 2022 and found that numerous health status and access problems are present in the community. Four areas were identified as the most significant health needs for the IAH/IFSSC community: Economic Stability; Healthcare Access; Mental Health; and Neighborhood, Community and Environment. Within these areas there was no prioritization or ranking.Based on the CHNA results, a three-year Implementation Strategy was developed to address the community benefit service area for calendar (tax) years 2022 through 2025. Priorities were based on community need as determined by quantitative data and community input, as well as on health system expertise, resources, strengths of existing programming and partnerships, and alignment with national, state, and local health goals. Based on the CHNA recommendations, IAH-IFSSC has identified as its community benefit priorities Healthcare Access, Mental Health and Economic Stability. These three priorities were selected by all Inova facilities, as they appeared on the needs list of each region, align with state goals, and can be addressed not only in the individual locales, but also through a system approach across the entire Northern Virginia region. Using this methodology, approaches can be customized to meet the specific needs in each region. The 3-year Implementation Strategy was approved by the Inova Health Care Services Board.
Group A-Facility 2 -- INOVA ALEXANDRIA HOSPITAL AND FRANCONIA Part V, Section B, line 5: For IAH:While a regional approach guided the CHNA, each jurisdiction used its own process for community outreach and engagement. As much as possible, the process centered on existing resources, partnerships, and local needs and values. This method ensures that any new initiatives accurately reflect community priorities. Inova and the Community Action Committee planned and produced the Alexandria assessment together. Each member of the team contributed to the assessment in different ways, utilizing individual strengths. As a part of the collaborative process leading this assessment, input was received from diverse sources including the local health department, hospital staff, representatives of key community groups and individual community members.This 2022 Community Health Needs Assessment (CHNA) process gathered community input through two of the three main assessments - Forces of Change discussions and the Community Themes and Strengths Assessment survey.Forces of Change discussions bring together individuals working in and with the community, who represent a broad diversity of stakeholders. Participants included individuals with special knowledge of or expertise in public health; local public health departments; agencies with current data or information about the health and social needs of the community; representatives of social service organizations; business leaders, and leaders, representatives, and members of medically underserved, low income, and minority populations. Inova representatives conducted Forces of Change sessions with the local Health Department, the local Federally Qualified Health Centers, elected officials, the Partnership for Healthier Alexandria, Regional Faith Based Leaders and the local Action Committee.Inova and the Community Action Committee members promoted the community survey to partners and residents alike. The survey was available in print or online in nine languages (Amharic, Arabic, Chinese (Mandarin), English, Farsi, Korean, Spanish, Vietnamese and Urdu). Printed copies were provided to partners and local clinics and were distributed and collected by Community Health Workers.
Group A-Facility 2 -- INOVA ALEXANDRIA HOSPITAL AND FRANCONIA Part V, Section B, line 6a: Inova Fair Oaks Hospital (IFOH) and Inova Northern Virginia Surgery Center (INVSC) Inova Alexandria Hospital (IAH) and Inova Franconia-Springfield Surgery Center (IFFSC)Inova Mount Vernon Hospital (IMVH) and Inova Ambulatory Surgery Center at Lorton (IASCL) Inova Loudoun Hospital (ILH) and Inova Loudoun Ambulatory Surgery Center (ILASC)
Group A-Facility 2 -- INOVA ALEXANDRIA HOSPITAL AND FRANCONIA Part V, Section B, line 11: A Community Health Needs Assessment (CHNA) was conducted in 2022 to identify the significant health needs in the community and to inform development of an Implementation Strategy to address those priorities. This process also responds to regulatory requirements, which mandate that tax-exempt hospital facilities conduct a CHNA every three years and adopt an Implementation Strategy that addresses significant community health needs.One aim of the Implementation Strategy is to guide Inova's community benefit activities for the period of 2023-2025. Community benefits are programs or activities that provide treatment and/or promote health and healing as a response to identified community needs. The CHNA process encourages hospitals to focus on improving the health of the communities they serve, rather than select outreach efforts based solely on internal growth priorities. Implementation Strategies should be broad based and work with community partners to improve health outside the walls of the hospital, increase prevention efforts and improve public health.Based on the CHNA process, three priority areas were chosen for the 2023-2025 Implementation Strategy: healthcare access, economic stability and behavioral health.Update - Year TwoImplementation StructureMembers of the Community Health Division, Inova leadership, the Alexandria Health Department, and community partners have been working diligently on the priority areas set forth in the 2022 CHNA Implementation Strategy.A structure was implemented in 2020 whereby a steering committee addresses system-wide approaches to improving CHNA-identified health needs and the local Alexandria Community Action Committee consisting of Inova team members and community partners identifies local needs and opportunities and develops partnerships to address them. The Steering Committee meets monthly to create and drive strategy for the system, and the local committees are responsible for bringing together representatives from multiple Inova departments, faith based organizations, mental health stakeholders, community partners including but not limited to the Alexandria City local government teams (Health Department, Community and Human Services), True Ground Housing Partners, Capital City Nurses, the Child & Family Network Centers, MedStar Health, M&T Bank, Neighborhood Health of Northern Virginia (Federally Qualified Health Center/FQHC), Northern Virginia Families for Safe Streets, The Landing Alexandria, Smart Public Health Consulting, VCU Health, Concerned Citizen Network of Alexandria (CCNA), Four Mile Run, Capital Youth Empowerment Program, Housing Alexandria, Move2Learn, Animal Welfare League of Alexandria, the Partnership for a Healthier Alexandria, and community members that reside in Alexandria neighborhoods. In 2024, Implementation Strategy projects included supporting efforts to provide safe spaces for discussions around mental health, decreasing barriers for community members to access care and resources through partnerships and support new programs to increase community-based workforce development opportunities. Healthcare Access: Action Committee partners share resources and insights to facilitate joint marketing of health-related community activities and events.Inova made changes to its financial assistance program, removing the requirement for notarization on the application and extending the covered period to 12 months per application.Action Committee partners collaborated to establish a platform for navigators via the Community Health Worker Forum.Mental Health:Action Committee members hosted mental health forums, panels, open discussions, and community breakfasts where mental health stakeholders (i.e. the Sheriff, local churches and providers) could come together to align and discuss programs. This effort continues in 2025.Action Committee members worked to advance the Marcus Alert (dial 988) with geospatial capabilities and training of call centers for a larger awareness of available mental health services.Economic Stability:Action Committee partners, including Inova, collaborate with the public schools on career exposure and development for students, and share opportunities in the meetings.Action Committee members completed the first year of a guaranteed income program pilot within the City of Alexandria, where participants reported significantly more peaceful and stable home environments, were able to spend more time with their children and were less likely to be living off their savings.Inova in the CommunityLocal action committee conversations in Alexandria and across Northern Virginia brought to light the need for Inova to have an increased presence in and engagement with its local communities to continue to build trust. A tool was developed to collect information from Inova team members with interest in sharing their expertise at community events and activities. Rather than create events, Inova, guided by our Community Health Workers, works with local non-profit, faith, clinical, government, and neighborhood partners to collaboratively deliver resources at events and activities designed and attended by community members. Inova team members volunteer their time and expertise at a variety of events including health fairs, health education sessions, workforce development opportunities and community celebrations. In Alexandria, this included participating in events with the public schools, houses of worship, partner organizations and local colleges. Inova team members provide education, navigation and screening opportunities in a variety of these settings, such as Concerned Citizens Network of Alexandria's Men's Health Expo's, Housing Alexandria's Resource Fair, Senior Services of Alexandria's Senior Health Fair and Alexandria Soccer Association's Soccer and Health Fiesta. Community WorkforceInova's community-based workforce development initiative, Dream B!G, aims to ensure the healthcare workforce reflects and represents the communities Inova has the privilege to serve. The program was created in 2021 and gives under-invited youth an up-close look at a variety of healthcare careers and roles. Inova team members from many backgrounds and professions - known as the Dream Team - created short videos highlighting their career journeys. Team members visit Title 1 middle and high schools in Northern Virginia to show the videos, share their work-life experiences and invite students to visit the healthcare setting. The goal is to inspire young people to visualize their own healthcare career success stories.The Inova Community Health team and Inova Talent Acquisition partnered to develop resources for youth and adults who aspire to a healthcare career. Information includes outlines of positions that don't require post-secondary education, career ladder opportunities and tuition assistance options at Inova. These materials can help students determine next steps after high school, as well as offer adults opportunities to join the healthcare field. It's a win-win - providing the community with career opportunities and economic stability and providing Inova with a responsive and representative workforce. In April 2024, 40 students from Alexandria City Public Schools (ACPS), grades 10-12, attended a Dream B!G event at Inova Alexandria Hospital. They had the opportunity to tour the emergency department and engaged in hands-on activities with team members in the Cancer, Pharmacy, and Respiratory Departments. Their visit ended with small-group roundtable discussions with team members from across the hospital. Inova team members engaged with ACPS throughout 2024 by attending Alexandria's Essential Worker Day for middle school students and welcomed students at Inova Fairfax's ASTEC and Dome centers for field trips. In 2024, prior Dream B!G students were offered the opportunity to join a mentorship cohort focused on career pathways to becoming physicians, nurses, pharmacists and technicians. Students were grouped into pods based on their interests and met with Inova team members in those careers. In addition to two in-person events, Inova team members connected with the students via email, phone, and meetups throughout the year.
Group A-Facility 2 -- INOVA ALEXANDRIA HOSPITAL AND FRANCONIA Part V, Section B, line 13h: Calculate family size
Group A-Facility 2 -- INOVA ALEXANDRIA HOSPITAL AND FRANCONIA Part V, Section B, line 16j: Financial Aid Brochures explaining the charity policy are available throughout the Hospital. ER Rooms and waiting rooms have charity notifications posted in their areas, and the brochures are also posted on Inova's website.
Group A-Facility 3 -- INOVA LOUDOUN HOSPITAL & LOUDOUN SURG CT Part V, Section B, line 3j: Question 3eInova Loudoun Hospital (ILH) and Inova Loudoun Ambulatory Surgery Center (ILASC) completed a Community Health Needs Assessment (CHNA) in 2022 and found that numerous health status and access problems are present in the community. Four areas were identified as the most significant health needs for the ILH/ILASC community: Economic Stability, Healthcare Access, Mental Health, and Neighborhood, Community and Environment. Within these areas there was no prioritization or ranking.Based on the CHNA results, a three-year Implementation Strategy was developed to address the community benefit service area for calendar (tax) years 2022 through 2025. Priorities were based on community need as determined by quantitative data and community input, as well as on health system expertise, resources, strengths of existing programming and partnerships, and alignment with national, state, and local health goals. Based on the CHNA recommendations, ILH-ILASC has identified as its community benefit priorities Healthcare Access, Mental Health and Economic Stability. These three priorities were selected by all Inova facilities, as they appeared on the needs list of each region, align with state goals, and can be addressed not only in the individual locales, but also through a system approach across the entire Northern Virginia region. Using this methodology, approaches can be customized to meet the specific needs in each region. The 3-year Implementation Strategy was approved by the Inova Health Care Services Board.
Group A-Facility 3 -- INOVA LOUDOUN HOSPITAL & LOUDOUN SURG CT Part V, Section B, line 5: For ILH:While a regional approach guided the CHNA, each jurisdiction used its own process for community outreach and engagement. As much as possible, the process centered on existing resources, partnerships, and local needs and values. This method ensures that any new initiatives accurately reflect community priorities. Inova and the Community Action Committee planned and produced the Loudoun assessment together. Each member of the team contributed to the assessment in different ways, utilizing individual strengths. As a part of the collaborative process leading this assessment, input was received from diverse sources including the local health department, hospital staff, representatives of key community groups and individual community members.This 2022 Community Health Needs Assessment (CHNA) process gathered community input through two of the three main assessments - Forces of Change discussions and the Community Themes and Strengths Assessment survey.Forces of Change discussions bring together individuals working in and with the community, who represent a broad diversity of stakeholders. Participants included individuals with special knowledge of or expertise in public health; local public health departments; agencies with current data or information about the health and social needs of the community; representatives of social service organizations; business leaders, and leaders, representatives, and members of medically underserved, low income, and minority populations. Inova representatives conducted Forces of Change sessions with the local Health Department; the local Federally Qualified Health Centers; the Board of Supervisors; the Loudoun Human Services Network; Loudoun Mental Health, Substance Abuse, and Disability Services; Loudoun Pediatric Obesity Coalition; a Community Health Worker Collaborative; Regionwide Faith Based leaders and the local Action Committee.Inova and the Community Action Committee members promoted the community survey to partners and residents alike. The survey was available in print or online in nine languages (Amharic, Arabic, Chinese (Mandarin), English, Farsi, Korean, Spanish, Vietnamese and Urdu). Printed copies were provided to partners and local clinics and were distributed and collected by Community Health Workers.
Group A-Facility 3 -- INOVA LOUDOUN HOSPITAL & LOUDOUN SURG CT Part V, Section B, line 6a: Inova Fair Oaks Hospital (IFOH) and Inova Northern Virginia Surgery Center (INVSC) Inova Alexandria Hospital (IAH) and Inova Franconia-Springfield Surgery Center (IFFSC)Inova Fairfax Hospital (IFH) and Inova McLean Ambulatory Surgery Center (IMASC) Inova Mount Vernon Hospital (IMVH) and Inova Ambulatory Surgery Center at Lorton (IASCL)
Group A-Facility 3 -- INOVA LOUDOUN HOSPITAL & LOUDOUN SURG CT Part V, Section B, line 11: A Community Health Needs Assessment (CHNA) was conducted in 2022 to identify the significant health needs in the community and to inform development of an Implementation Strategy to address those priorities. This process also responds to regulatory requirements, which mandate that tax-exempt hospital facilities conduct a CHNA every three years and adopt an Implementation Strategy that addresses significant community health needs.One aim of the Implementation Strategy is to guide Inova's community benefit activities for the period of 2023-2025. Community benefits are programs or activities that provide treatment and/or promote health and healing as a response to identified community needs. The CHNA process encourages hospitals to focus on improving the health of the communities they serve, rather than select outreach efforts based solely on internal growth priorities. Implementation Strategies should be broad based and work with community partners to improve health outside the walls of the hospital, increase prevention efforts and improve public health.Based on the CHNA process, three priority areas were chosen for the 2023-2025 Implementation Strategy: healthcare access, economic stability and behavioral health.Update - Year TwoImplementation StructureMembers of the Community Health Division, Inova leadership, the Loudoun County Health Department, and community partners have been working diligently on the priority areas set forth in the 2022 CHNA Implementation Strategy.A structure was implemented in 2020 whereby a steering committee addresses system-wide approaches to improving CHNA-identified health needs and the local Loudoun Community Action Committee consisting of Inova team members and community partners identifies local needs and opportunities and develops partnerships to address them. The Steering Committee meets monthly to create and drive strategy for the system, and the local committees are responsible for bringing together representatives from multiple Inova departments, faith-based organizations, community partners including but not limited to Healthworks (Federally Qualified Health Center/FQHC), Loudoun Free Clinic, Loudoun Hunger Relief, Northern Virginia Family Services, Capital City Nurses, Insight Memory Care, National Alliance on Mental Illness, Ryan Bartel Foundation, Loudoun County local government teams (Health Department; Human Services; Mental Health, Substance Abuse and Developmental Services, Public Schools) and community members who reside in Loudoun neighborhoods.This year, Implementation Strategy projects that address the top three health issues included:Healthcare Access: Inova maintains and disseminates the Loudoun Medical Home resource and has begun drafting a community facing version of the document for review by members of the Action Committee.Inova partnered with philanthropic organizations to establish a cohort of non-profit partners in Loudoun to join the Unite Us referral platform and enhance the network. With this network expansion, Inova facilitated conversations with Loudoun County Public Schools to engage with the Unite Us referral platform for student and family navigationAction Committee partners share resources and insights to facilitate joint marketing of health-related community activities and events.Mental Health:Action Committee members collaborate to enhance the marketing and reach of available mental health and substance use programing, including REVIVE! and The Fort, to individuals they serve. In order to address social isolation among teens and older adults, Inova has engaged in discussions with the schools and community partners to facilitate connections via Capstone requirements. Economic Stability:Action Committee partners, including Inova, collaborate with the public schools on career exposure and development for students, and share opportunities in the meetings. Several new Job for a Day partners were recruited via the meetings.Partners who host job training resources share those opportunities during meetings to enhance reach and recruitment.Inova in the CommunityLocal action committee conversations in Loudoun and across Northern Virginia brought to light the need for Inova to have an increased presence in and engagement with its local communities to continue to build trust. A tool was developed to collect information from Inova team members with interest in sharing their expertise at community events and activities. Rather than create events, Inova, guided by our Community Health Workers, works with local non-profit, faith, clinical, government, and neighborhood partners to collaboratively deliver resources at events and activities designed and attended by community members. Inova team members volunteer their time and expertise at a variety of events including health fairs, health education sessions, workforce development opportunities, and community celebrations. In Loudoun, this included participating in events with the public schools, houses of worship, partner organizations and local colleges. Inova team members provide education, navigation and screening opportunities in a variety of these settings, such as at SterlingFest, the annual Latino Festival, Crossroads Health & Wellness Fair, Paint Loudoun Red for Heart Health Event and the Loudoun Pride Festival.To help address the health needs of unhoused individuals, Inova reached out to local shelter teams to identify health gaps and needs of their residents and visitors. Inova Loudoun Hospital's mobile health services, government relations and community health teams partnered with Shelter House to create nurse-led health screening events, providing shelter residents with blood pressure checks and active referrals to appropriate healthcare services. Clients with healthcare and financial needs are connected to accessible medical homes, Medicaid and financial assistance. Clients living outdoors are provided with tick bite care and Lyme disease prevention kits from the Loudoun County Health Department. Inova Juniper Program provides outreach and screening onsite including an average of 20 HIV tests per month.Community WorkforceInova's community-based workforce development initiative, Dream B!G, aims to ensure the healthcare workforce reflects and represents the communities Inova has the privilege to serve. The program was created in 2021 and gives under-invited youth an up-close look at a variety of healthcare careers and roles. Inova team members from many backgrounds and professions - known as the Dream Team - created short videos highlighting their career journeys. Team members visit Title 1 middle and high schools in Northern Virginia to show the videos, share their work-life experiences and invite students to visit the healthcare setting. The goal is to inspire young people to visualize their own healthcare career success stories.The Inova Community Health team and Inova Talent Acquisition partnered to develop resources for youth and adults who aspire to a healthcare career. Information includes outlines of positions that don't require post-secondary education, career ladder opportunities and tuition assistance options at Inova. These materials can help students determine next steps after high school, as well as offer adults opportunities to join the healthcare field. It's a win-win - providing the community with career opportunities and economic stability and providing Inova with a responsive and representative workforce. In October, 20 high school students attended a Dream B!G event at Inova Loudoun Hospital. They toured departments and visited with team members in the cardiac catheterization lab, physical therapy and "Stop the Bleed" program. Their visit wrapped up with small-group roundtable discussions with team members from across the hospital.In November, 200 students from six middle schools attended the third annual BLOOM! - Building Learning Opportunities and Options in Medical Sciences. The students heard from Inova healthcare professionals about their career journeys and rotated through several hands-on experiences. They explored the Inova Loudoun Hospital Mobile Health Bus, practiced CPR with the Loudoun Fire and Rescue Team, and participated in "Stop the Bleed" training.
Group A-Facility 3 -- INOVA LOUDOUN HOSPITAL & LOUDOUN SURG CT Part V, Section B, line 13h: Calculate family size
Group A-Facility 3 -- INOVA LOUDOUN HOSPITAL & LOUDOUN SURG CT Part V, Section B, line 16j: Financial Aid Brochures explaining the charity policy are available throughout the Hospital. ER Rooms and waiting rooms have charity notifications posted in their areas, and the brochures are also posted on Inova's website.
Group A-Facility 4 -- INOVA FAIR OAKS HOSPITAL & NO VA SURGERY Part V, Section B, line 3j: Question 3eInova Fair Oaks Hospital (IFOH) and Inova Northern Virginia Surgery Center (INVSC) completed a Community Health Needs Assessment (CHNA) in 2022 and found that numerous health status and access problems are present in the community. Six areas were identified as the most significant health needs for the IFOH/INVSC community: Chronic Conditions, Economic Stability, Healthcare Access, Tobacco and Substance Use, Mental Health, and Neighborhood, Community and Environment. Within these areas there was no prioritization or ranking.Based on the CHNA results, a three-year Implementation Strategy was developed to address the community benefit service area for calendar (tax) years 2022 through 2025. Priorities were based on community need as determined by quantitative data and community input, as well as on health system expertise, resources, strengths of existing programming and partnerships, and alignment with national, state, and local health goals. Based on the CHNA recommendations, IFOH-INVSC has identified as its community benefit priorities Healthcare Access, Mental Health and Economic Stability. These three priorities were selected by all Inova facilities, as they appeared on the needs list of each region, align with state goals, and can be addressed not only in the individual locales, but also through a system approach across the entire Northern Virginia region. Using this methodology, approaches can be customized to meet the specific needs in each region. The 3-year Implementation Strategy was approved by the Inova Health Care Services Board.
Group A-Facility 4 -- INOVA FAIR OAKS HOSPITAL & NO VA SURGERY Part V, Section B, line 5: For IFOH:While a regional approach guided the CHNA, each jurisdiction used its own process for community outreach and engagement. As much as possible, the process centered on existing resources, partnerships, and local needs and values. This method ensures that any new initiatives accurately reflect community priorities. Inova and the Community Action Committee planned and produced the Fair Oaks assessment together. Each member of the team contributed to the assessment in different ways, utilizing individual strengths. As a part of the collaborative process leading this assessment, input was received from diverse sources including the local health department, hospital staff, representatives of key community groups and individual community members.This 2022 Community Health Needs Assessment (CHNA) process gathered community input through two of the three main assessments - Forces of Change discussions and the Community Themes and Strengths Assessment survey.Forces of Change discussions bring together individuals working in and with the community, who represent a broad diversity of stakeholders. Participants included individuals with special knowledge of or expertise in public health; local public health departments; agencies with current data or information about the health and social needs of the community; representatives of social service organizations; business leaders, and leaders, representatives, and members of medically underserved, low income, and minority populations. Inova representatives conducted Forces of Change sessions with the local Health Department, the local Federally Qualified Health Centers, elected officials, the County Health Care Advisory Board, the Partnership for Healthier Fairfax, Regional Faith Based Leaders and the local Action Committee.Inova and the Community Action Committee members promoted the community survey to partners and residents alike. The survey was available in print or online in nine languages (Amharic, Arabic, Chinese (Mandarin), English, Farsi, Korean, Spanish, Vietnamese and Urdu). Printed copies were provided to partners and local clinics and were distributed and collected by Community Health Workers.
Group A-Facility 4 -- INOVA FAIR OAKS HOSPITAL & NO VA SURGERY Part V, Section B, line 6a: Inova Alexandria Hospital (IAH) and Inova Franconia-Springfield Surgery Center (IFFSC)Inova Fairfax Hospital (IFH) and Inova McLean Ambulatory Surgery Center (IMASC) Inova Mount Vernon Hospital (IMVH) and Inova Ambulatory Surgery Center at Lorton (IASCL) Inova Loudoun Hospital (ILH) and Inova Loudoun Ambulatory Surgery Center (ILASC)
Group A-Facility 4 -- INOVA FAIR OAKS HOSPITAL & NO VA SURGERY Part V, Section B, line 11: A Community Health Needs Assessment (CHNA) was conducted in 2022 to identify the significant health needs in the community and to inform development of an Implementation Strategy to address those priorities. This process also responds to regulatory requirements, which mandate that tax-exempt hospital facilities conduct a CHNA every three years and adopt an Implementation Strategy that addresses significant community health needs.One aim of the Implementation Strategy is to guide Inova's community benefit activities for the period of 2023-2025. Community benefits are programs or activities that provide treatment and/or promote health and healing as a response to identified community needs. The CHNA process encourages hospitals to focus on improving the health of the communities they serve, rather than select outreach efforts based solely on internal growth priorities. Implementation Strategies should be broad based and work with community partners to improve health outside the walls of the hospital, increase prevention efforts and improve public health.Based on the CHNA process, three priority areas were chosen for the 2023-2025 Implementation Strategy: healthcare access, economic stability and behavioral health.Update - Year TwoImplementation StructureMembers of the Community Health Division, Inova leadership, the Fairfax County Health Department, and community partners have been working diligently on the priority areas set forth in the 2022 CHNA Implementation Strategy.A structure was implemented in 2020 whereby a steering committee addresses system-wide approaches to improving CHNA-identified health needs and the local Fair Oaks Community Action Committee consisting of Inova team members and community partners identifies local needs and opportunities and develops partnerships to address them. The Steering Committee meets monthly to create and drive strategy for the system, and the local committees are responsible for bringing together representatives from multiple Inova departments, faith-based organizations, community partners including but not limited to Healthworks (Federally Qualified Health Center/FQHC), Northern Virginia Family Services, Cornerstones, Western Fairfax Christian Ministries, Capital City Nurses, Shepherd's Center, National Alliance on Mental Illness, Fairfax County local government teams (Health Department, Neighborhood and Community Services, Community Services Board, and Fairfax County Public Schools) and community members who reside in Fair Oaks neighborhoods.This year, Implementation Strategy projects that address the top three health issues included:Healthcare Access: Inova created the Fair Oaks Medical Home resource and has begun drafting a community facing version of the document for review by members of the Action Committee.Inova supported non-profit partners and the Fairfax County Health Department to join the Unite Us platform to enrich the referral network.Action Committee partners share resources and insights to facilitate joint marketing of health-related community activities and events.The Action Committee served as a focus group regarding a Cancer Screening outreach project, providing valuable input to the coordinators regarding community engagement.Economic Stability:Action Committee members have access to the health landscape dashboard which combines mapping of health outcomes and social drivers of health in local geographies.Action Committee partners, including Inova, collaborate with the public schools on career exposure and development for students, and share opportunities in the meetings. Partners who host job training resources share those opportunities during meetings to enhance reach and recruitment.Mental Health:Action Committee members collaborate to enhance the marketing and reach of available mental health and substance use programing, including REVIVE! and Mental Health First Aid to individuals they serve. In order to address social isolation, Action Committee members engage with existing volunteer structures in the community. Conversations have begun with community partners and the schools to facilitate structured opportunities for students to engage with older adults. Inova in the CommunityLocal action committee conversations in the Fair Oaks region and across Northern Virginia brought to light the need for Inova to have an increased presence in and engagement with its local communities to continue to build trust. A tool was developed to collect information from Inova team members with interest in sharing their expertise at community events and activities. Rather than create events, Inova, guided by our Community Health Workers, works with local non-profit, faith, clinical, government, and neighborhood partners to collaboratively deliver resources at events and activities designed and attended by community members. Inova team members volunteer their time and expertise at a variety of events including health fairs, health education sessions, workforce development opportunities, and community celebrations. In Fair Oaks, this included participating in events with the public schools, houses of worship, partner organizations and local colleges. Inova team members provide education, navigation and screening opportunities in a variety of these settings, such as Lorton Community Action Center's March Into Better Health Event, Mason District's Health Care Fair and Western Fairfax Christian Ministries' Client Resource Fair.Community WorkforceInova's community-based workforce development initiative, Dream B!G, aims to ensure the healthcare workforce reflects and represents the communities Inova has the privilege to serve. The program was created in 2021 and gives under-invited youth an up-close look at a variety of healthcare careers and roles. Inova team members from many backgrounds and professions - known as the Dream Team - created short videos highlighting their career journeys. Team members visit Title 1 middle and high schools in Northern Virginia to show the videos, share their work-life experiences and invite students to visit the healthcare setting. The goal is to inspire young people to visualize their own healthcare career success stories.The Inova Community Health team and Inova Talent Acquisition partnered to develop resources for youth and adults who aspire to a healthcare career. Information includes outlines of positions that don't require post-secondary education, career ladder opportunities and tuition assistance options at Inova. These materials can help students determine next steps after high school, as well as offer adults opportunities to join the healthcare field. It's a win-win - providing the community with career opportunities and economic stability and providing Inova with a responsive and representative workforce. In December 2024, 40 students from Herndon High School, grades 10-12, attended a Dream B!G event at Inova Fair Oaks Hospital. They had the opportunity to tour the operating rooms and engaged in hands-on activities with team members from the Emergency Department, Surgical Services, and Respiratory Department. Their visit ended with small-group roundtable discussions with team members from across the hospital. In 2024, prior Dream B!G students were offered the opportunity to join a mentorship cohort focused on career pathways to becoming physicians, nurses, pharmacists and technicians. Students were grouped into pods based on their interests and met with Inova team members in those careers. In addition to two in-person events, Inova team members connected with the students via email, phone, and meetups throughout the year.In partnership with the Fairfax County Health Department's Public Health Youth Ambassador Program, Inova provided community-based training and experiential opportunities for Fairfax County Public High School students with low-income backgrounds. Community Health Workers (CHWs) from Inova Cares for Families provided training experiences for students to supplement computer-based learning modules.
Group A-Facility 4 -- INOVA FAIR OAKS HOSPITAL & NO VA SURGERY Part V, Section B, line 13h: Calculate family size
Group A-Facility 4 -- INOVA FAIR OAKS HOSPITAL & NO VA SURGERY Part V, Section B, line 16j: Financial Aid Brochures explaining the charity policy are available throughout the Hospital. ER Rooms and waiting rooms have charity notifications posted in their areas, and the brochures are also posted on Inova's website.
Group A-Facility 5 -- INOVA MT VERNON HOSPITAL & LORTON SURG Part V, Section B, line 3j: Question 3eInova Mount Vernon Hospital (IMVH) and Inova Ambulatory Surgery Center (IASCL) at Lorton completed a Community Health Needs Assessment (CHNA) in 2022 and found that numerous health status and access problems are present in the community. Seven areas were identified as the most significant health needs for the IMVH/IASCL community: Chronic Conditions; Economic Stability; Healthcare Access; Health Literacy; Mental Health; Neighborhood, Community and Environment; and Tobacco and Substance Use. Within these areas there was no prioritization or ranking.Based on the CHNA results, a three-year Implementation Strategy was developed to address the community benefit service area for calendar (tax) years 2022 through 2025. Priorities were based on community need as determined by quantitative data and community input, as well as on health system expertise, resources, strengths of existing programming and partnerships, and alignment with national, state, and local health goals. Based on the CHNA recommendations, IMVH-IASCL has identified as its community benefit priorities Healthcare Access, Mental Health and Economic Stability. These three priorities were selected by all Inova facilities, as they appeared on the needs list of each region, align with state goals, and can be addressed not only in the individual locales, but also through a system approach across the entire Northern Virginia region. Using this methodology, approaches can be customized to meet the specific needs in each region. The 3-year Implementation Strategy was approved by the Inova Health Care Services Board.
Group A-Facility 5 -- INOVA MT VERNON HOSPITAL & LORTON SURG Part V, Section B, line 5: For IMVH:While a regional approach guided the CHNA, each jurisdiction used its own process for community outreach and engagement. As much as possible, the process centered on existing resources, partnerships, and local needs and values. This method ensures that any new initiatives accurately reflect community priorities. Inova and the Community Action Committee planned and produced the Mount Vernon assessment together. Each member of the team contributed to the assessment in different ways, utilizing individual strengths. As a part of the collaborative process leading this assessment, input was received from diverse sources including the local health department, hospital staff, representatives of key community groups and individual community members.This 2022 Community Health Needs Assessment (CHNA) process gathered community input through two of the three main assessments - Forces of Change discussions and the Community Themes and Strengths Assessment survey.Forces of Change discussions bring together individuals working in and with the community, who represent a broad diversity of stakeholders. Participants included individuals with special knowledge of or expertise in public health; local public health departments; agencies with current data or information about the health and social needs of the community; representatives of social service organizations; business leaders, and leaders, representatives, and members of medically underserved, low income, and minority populations. Inova representatives conducted Forces of Change sessions with the local Health Department, the local Federally Qualified Health Centers, elected officials, the County Health Care Advisory Board, the Partnership for Healthier Fairfax, Regional Faith Based Leaders and the local Action Committee.Inova and the Community Action Committee members promoted the community survey to partners and residents alike. The survey was available in print or online in nine languages (Amharic, Arabic, Chinese (Mandarin), English, Farsi, Korean, Spanish, Vietnamese and Urdu). Printed copies were provided to partners and local clinics and were distributed and collected by Community Health Workers.
Group A-Facility 5 -- INOVA MT VERNON HOSPITAL & LORTON SURG Part V, Section B, line 6a: Inova Fair Oaks Hospital (IFOH) and Inova Northern Virginia Surgery Center (INVSC) Inova Alexandria Hospital (IAH) and Inova Franconia-Springfield Surgery Center (IFFSC)Inova Fairfax Hospital (IFH) and Inova McLean Ambulatory Surgery Center (IMASC) Inova Loudoun Hospital (ILH) and Inova Loudoun Ambulatory Surgery Center (ILASC)
Group A-Facility 5 -- INOVA MT VERNON HOSPITAL & LORTON SURG Part V, Section B, line 11: A Community Health Needs Assessment (CHNA) was conducted in 2022 to identify the significant health needs in the community and to inform development of an Implementation Strategy to address those priorities. This process also responds to regulatory requirements, which mandate that tax-exempt hospital facilities conduct a CHNA every three years and adopt an Implementation Strategy that addresses significant community health needs.One aim of the Implementation Strategy is to guide Inova's community benefit activities for the period of 2023-2025. Community benefits are programs or activities that provide treatment and/or promote health and healing as a response to identified community needs. The CHNA process encourages hospitals to focus on improving the health of the communities they serve, rather than select outreach efforts based solely on internal growth priorities. Implementation Strategies should be broad based and work with community partners to improve health outside the walls of the hospital, increase prevention efforts and improve public health.Based on the CHNA process, three priority areas were chosen for the 2023-2025 Implementation Strategy: healthcare access, economic stability and behavioral health.Update - Year TwoImplementation StructureMembers of the Community Health Division, Inova leadership, the Fairfax County Health Department, and community partners have been working diligently on the priority areas set forth in the 2022 CHNA Implementation Strategy.A structure was implemented in 2020 whereby a steering committee addresses system-wide approaches to improving CHNA-identified health needs and the local Mount Vernon Community Action Committee consisting of Inova team members and community partners identifies local needs and opportunities and develops partnerships to address them. The Steering Committee meets monthly to create and drive strategy for the system, and the local committees are responsible for bringing together representatives from multiple Inova departments, faith-based organizations, primary and secondary education institutions, community businesses and organizations, mental health stakeholders, community partners including but not limited to:Capital City Nurses, Gang Response Intervention Team of Prince William County, Smart Public Health Consulting, VCU Health, Mt. Olive Baptist Church, Gum Springs Community Center, Hybla Valley Community Center, Lazera Ministries, United Community, Community+, Neighborhood Health (Federally Qualified Health Center/FQHC), Fairfax County local government teams (Neighborhood and Community Services, Public Schools, Health Department) and community members who reside in Mt. Vernon neighborhoods.In 2024, Implementation Strategy projects included collaborating and growing partnerships with smaller non-profits focused on mental health services to broaden outreach and service delivery, partnering with local workforce development centers to provide capacity building trainings and drafting a medical home resource list for the Mount Vernon area.Healthcare Access: Inova made changes to its financial assistance program, removing the requirement for notarization on the application and extending the covered period to 12 months per application.Action Committee partners collaborated to establish the Community Health Worker Forum across Northern Virginia.Action Committee partners share resources and insights to facilitate joint marketing of health-related community activities and events.Mental Health:Action Committee partners brought sound bath program into high schools as an introduction to the benefits of mindful stress reduction.Inova lowered the age requirement in the Inova Cares for Behavioral Health clinic to 14.Economic Stability:Inova worked with Action Committee members to host resume reviews and job pairing days in workforce development centers, connecting over 100 candidates across the region.Action Committee partners, including Inova, collaborate with the public schools on career exposure and development for students.Action Committee members partnered to find youth employment opportunities for at-risk teenagers.Inova in the CommunityLocal action committee conversations in Mt. Vernon and across Northern Virginia brought to light the need for Inova to have an increased presence in and engagement with its local communities to continue to build trust. A tool was developed to collect information from Inova team members with interest in sharing their expertise at community events and activities. Rather than create events, Inova, guided by our Community Health Workers, works with local non-profit, faith, clinical, government, and neighborhood partners to collaboratively deliver resources at events and activities designed and attended by community members. Inova team members volunteer their time and expertise at a variety of events including health fairs, health education sessions, workforce development opportunities, and community celebrations. In Mt. Vernon, this included participating in events with the public schools, houses of worship, partner organizations and local colleges. Inova team members provide education, navigation and screening opportunities in a variety of these settings, such as Lazera Ministries Black Women's Health Retreat, Del Ray and ALIVE!'s Community Health Fair, Bethlehem Baptist Church's Men's Health Clinic, Gum Springs' Community Health Fair, and United Community's Diabetes Resource Fair.Community WorkforceInova's community-based workforce development initiative, Dream B!G, aims to ensure the healthcare workforce reflects and represents the communities Inova has the privilege to serve. The program was created in 2021 and gives under-invited youth an up-close look at a variety of healthcare careers and roles. Inova team members from many backgrounds and professions - known as the Dream Team - created short videos highlighting their career journeys. Team members visit Title 1 middle and high schools in Northern Virginia to show the videos, share their work-life experiences and invite students to visit the healthcare setting. The goal is to inspire young people to visualize their own healthcare career success stories.The Inova Community Health team and Inova Talent Acquisition partnered to develop resources for youth and adults who aspire to a healthcare career. Information includes outlines of positions that don't require post-secondary education, career ladder opportunities and tuition assistance options at Inova. These materials can help students determine next steps after high school, as well as offer adults opportunities to join the healthcare field. It's a win-win - providing the community with career opportunities and economic stability and providing Inova with a responsive and representative workforce. In May 2024, 40 students from Mount Vernon high school, grades 10-12, attended a Dream B!G event at Inova Mount Vernon Hospital. They toured departments and engaged in hands-on activities with team members in the Surgical Services, Pharmacy, Respiratory, Neurosciences and Imagery Departments. Their visit ended with small-group roundtable discussions with team members from across the hospital. In addition, Inova's Neuroscience Department visited West Potomac Academy to conduct hands-on activities and highlight career opportunities.In 2024, prior Dream B!G students were offered the opportunity to join a mentorship cohort focused on career pathways to becoming physicians, nurses, pharmacists and technicians. Students were grouped into pods based on their interests and met with Inova team members in those careers. In addition to two in-person events, Inova team members connected with the students via email, phone, and meetups throughout the year.In partnership with the Fairfax County Health Department's Public Health Youth Ambassador Program, Inova provided community-based training and experiential opportunities for Fairfax County Public High School students with low-income backgrounds. Community Health Workers (CHWs) from Inova Cares for Families provided training experiences for students to supplement computer-based learning modules. Inova organized a series of job pairing events for community members eager to explore healthcare career opportunities. In collaboration with the WISH Center, Capital Youth Empowerment Group, Charles Houston Recreation Center and the City of Alexandria Workforce Development Center, Inova brought personalized career coaching and development directly to their facilities, providing invaluable support to job seekers. Through these efforts, they aimed to empower individuals with the tools and knowledge they need to successfully navigate the healthcare job market, fostering growth and opportunity for all participants.
Group A-Facility 5 -- INOVA MT VERNON HOSPITAL & LORTON SURG Part V, Section B, line 13h: Calculate family size
Group A-Facility 5 -- INOVA MT VERNON HOSPITAL & LORTON SURG Part V, Section B, line 16j: Financial Aid Brochures explaining the charity policy are available throughout the Hospital. ER Rooms and waiting rooms have charity notifications posted in their areas, and the brochures are also posted on Inova's website.
PART V, SECTION B, LINE 11 INOVA FAIRFAX HOSPITAL Inova organized a series of job pairing events for community members eager to explore healthcare career opportunities. In collaboration with Crossroads Jobs, the WISH Center, Bridges to Independence, and other community partners, Inova brought personalized career coaching and development directly to their facilities, providing invaluable support to job seekers. Through these efforts, they aimed to empower individuals with the tools and knowledge they need to successfully navigate the healthcare job market, fostering growth and opportunity for all participants.In October, Inova convened regional workforce partners to initiate and coordinate efforts to improve health and life sciences career awareness and education. Together, the Northern Virginia Healthcare Workforce Collaborative will facilitate and communicate pathways designed to build a workforce to meet the ongoing healthcare needs of Northern Virginia.Social Drivers of Health ScreeningIn 2021, Inova adopted SDOH screening tool made up of validated questions assessing need in a wide array of social drivers. The project brought together a team representing all aspects of the Inova workforce to determine how the tool and resulting "wheel" should be presented, who it should be available to, and what was necessary to begin socializing its use. In 2024, Inova continued to socialize the tool in all inpatient and outpatient settings and utilize tracking dashboards to help departments visualize their successes and opportunities in collecting this information. Information available on Inova's intranet helped teams develop approaches to data collection via a variety of mechanisms, including directly from patients and via Inova's online MyChart patient portal. Data collected during this process is now able to be overlayed on other health outcomes to assist in the development of interventions.In April 2023, Inova rolled out the Unite Us/Unite Virginia platform for active referrals to social services and non-profit partners. Over 7,000 team members across the Inova system now have the ability to make referrals from the electronic medical record, and several of Inova's community health clinics and programs are set up to accept referrals through the platform. Inova is working closely with community partners to assist in adoption of the platform throughout the non-profit landscape creating a robust referral network. This is a critical collaboration and will close the loop for those using the SDOH screening tool by providing easy access to refer patients to multiple community resources that address other components of the social drivers of health.Inova Grant OpportunitiesEvery year Inova provides grant and partner funding to non-profit organizations in Northern Virginia providing services aligned with the CHNA. In 2024, the overall award amount was approximately $1,000,000. Awardees in the Fairfax region included: Afghan-American Women's Association - $25,315: This funding will help (A-AWA) provide Afghan refugees with tools and resources to address their mental health needs and navigate the complexities of resettlement, while preserving their dignity and culture.Alexandria Seaport Foundation - $25,000: This fund will help Alexandria Seaport Foundation continue their program and serve young adult ages 18 to 23 who need a new start. This includes access to high quality mental and behavioral health services to help them build the capabilities needed to join the labor force or pursue education and become long-term connected citizens.True Ground Housing Partners - $25,000: This grant will support their Arts Therapy and Senior Prom programs. These programs encourage senior citizens to form strong bonds among each other, build social networks, and helps to prevent isolation in the senior community.Carpenter's Shelter - $25,000: Through this funding, Carpenter's Shelter will provide healthcare services, health screenings, mental health support, case management and housing location assistance for people with unstable housing.Girls on the Run of NOVA - $25,000: The funding will facilitate programs that provide mental health resources and outreach, and foster environments that reduce anxiety for elementary and middle school girls.Just Neighbors Ministry, Inc. - $25,000: Through this funding Just Neighbors Ministry will expand their Immigrant-Focused Medical Legal Partnership (IMLP) program which is aimed at helping uninsured immigrant families gain knowledge and legal representation that will give them greater access to an immigration benefit, including longer-term and comprehensive health care.Learn & Live Wholestic Health Services - $24,490: The funds will enable Learn & Live Holistic Health Services provide culturally sensitive mental health literacy services, improve mental health disorder screening, and increase healthcare access for uninsured immigrants.La Cocina VA DBA Kitchen of Purpose - $25,000: This funding will support their programs that address the need in low-income communities for jobs that pay family-sustaining wages.Lorton Community Action Center - $25,000: This grant will enable Lorton Community Action Center to provide weekly assistance to low-income families to increase their access to healthy food.Loudoun Hunger Relief - $35,000: This funding will help Loudoun Hunger Relief establish a pantry and Human Services Center, which will provide access to economically stabilizing services in a central location in Sterling.Medical Care for Children Partnership Foundation - $25,000: This funding will support Medical Care for Children Partnership Foundation's program that focuses on improving access to dental care for vulnerable populations. Thereby, contributing to the overarching goal of enhancing community health and well-being.Planning for Senior Life - $25,000: This grant will allow Planning for Senior Life to collaborate with healthcare facilities to collect durable medical equipment and provide mobility equipment to low-income, under- or uninsured older adults.Prevention of Blindness Society - $25,000: This funding will support their "See for Yourself" program. It will address the growing demand for glaucoma treatment by providing education, screening, and links to treatment in underserved communities. The program equips adults with the knowledge to remain vigilant over their eye health and to create a pathway for underserved people to engage with the health system. Centers for Opportunity - $25,000: This funding will allow Recovery Program Solutions of Virginia to identify individuals in need of employment support and provide skill development workshops, outreach and job placement services.Ryan Bartel Foundation - $25,000: This funding will help Ryan Bartel Foundation expand the community mental wellness program FORT, which provides a safe, healing community space for teens to de-stress and connect with peers, fostering belonging and acceptance.Shepherd's Center of Northern Virginia - $25,000: Funding will support Shepherd's Center of Northern Virginia in providing free transportation to older adults for their medical appointments and community destinations of choice. Additionally it will enable older adults to continue to live independently in their homes and to provide opportunities for them to lead healthier and more socially engaged lives.The Chris Atwood Foundation - $28,686: The funding will enable Chris Atwood Foundation to hire a Certified Peer Recovery Specialist to ensure residents with substance use disorder or co-occurring mental health issues receive recovery coaching, recovery plans, transportation assistance, employment assistance and resource navigation.The Fenwick Foundation - $35,000: This funding will allow The Fenwick Foundation to provide free dental care to under-resourced patients through mobile and portable dentistry.Wesley Housing - $25,000: This funding will support Wesley Housing's programs that promotes economic stability by prioritizing stable housing through eviction prevention and diversion services. Thus, ensuring households with low income have a stable and an affordable living situation, community members to obtain new job skills, and to have the opportunity to improve their health. Women Giving Back - $25,000: This grant will help Women Giving Back launch a "Nonprofit Hub" featuring partnerships that will significantly increase community access to local healthcare resources and support economic stability.
PART V, SECTION B, LINE 11 INOVA ALEXANDRIA HOSPITAL Inova organized a series of job pairing events for community members eager to explore healthcare career opportunities. In collaboration with the WISH Center, Bridges to Independence, Capital Youth Empowerment Group, Charles Houston Recreation Center and the City of Alexandria Workforce Development Center, Inova brought personalized career coaching and development directly to their facilities, providing invaluable support to job seekers. Through these efforts, they aimed to empower individuals with the tools and knowledge they need to successfully navigate the healthcare job market, fostering growth and opportunity for all participants.In October, Inova convened regional workforce partners to initiate and coordinate efforts to improve health and life sciences career awareness and education. Together, the Northern Virginia Healthcare Workforce Collaborative will facilitate and communicate pathways designed to build a workforce to meet the ongoing healthcare needs of Northern Virginia.Social Drivers of Health ScreeningIn 2021, Inova adopted SDOH screening tool made up of validated questions assessing need in a wide array of social drivers. The project brought together a team representing all aspects of the Inova workforce to determine how the tool and resulting "wheel" should be presented, who it should be available to, and what was necessary to begin socializing its use. In 2024, Inova continued to socialize the tool in all inpatient and outpatient settings and utilize tracking dashboards to help departments visualize their successes and opportunities in collecting this information. Information available on Inova's intranet helped teams develop approaches to data collection via a variety of mechanisms, including directly from patients and via Inova's online MyChart patient portal. Data collected during this process is now able to be overlayed on other health outcomes to assist in the development of interventions.In April 2023, Inova rolled out the Unite Us/Unite Virginia platform for active referrals to social services and non-profit partners. Over 7,000 team members across the Inova system now have the ability to make referrals from the electronic medical record, and several of Inova's community health clinics and programs are set up to accept referrals through the platform. Inova is working closely with community partners to assist in adoption of the platform throughout the non-profit landscape creating a robust referral network. This is a critical collaboration and will close the loop for those using the SDOH screening tool by providing easy access to refer patients to multiple community resources that address other components of the social drivers of health.Inova Grant OpportunitiesEvery year Inova provides grant and partner funding to non-profit organizations in Northern Virginia providing services aligned with the CHNA. In 2024, the overall award amount was approximately $1,000,000. Awardees in the Alexandria region included: Afghan-American Women's Association - $25,315: This funding will help (A-AWA) provide Afghan refugees with tools and resources to address their mental health needs and navigate the complexities of resettlement, while preserving their dignity and culture.Alexandria Seaport Foundation - $25,000: This fund will help Alexandria Seaport Foundation continue their program and serve young adult ages 18 to 23 who need a new start. This includes access to high quality mental and behavioral health services to help them build the capabilities needed to join the labor force or pursue education and become long-term connected citizens.Alexandria Soccer Association - $25,000: This grant will support Access4All program, which focuses on, informing families of health care opportunities, providing support and mental health access for students, and providing financial relief by providing snacks and meals for students.True Ground Housing Partners - $25,000: This grant will support their Arts Therapy and Senior Prom programs. These programs encourage senior citizens to form strong bonds among each other, build social networks, and helps to prevent isolation in the senior community.Carpenter's Shelter - $25,000: Through this funding, Carpenter's Shelter will provide healthcare services, health screenings, mental health support, case management and housing location assistance for people with unstable housing.Girls on the Run of NOVA - $25,000: The funding will facilitate programs that provide mental health resources and outreach, and foster environments that reduce anxiety for elementary and middle school girls.Just Neighbors Ministry, Inc. - $25,000: Through this funding Just Neighbors Ministry will expand their Immigrant-Focused Medical Legal Partnership (IMLP) program which is aimed at helping uninsured immigrant families gain knowledge and legal representation that will give them greater access to an immigration benefit, including longer-term and comprehensive health care.Learn & Live Wholestic Health Services - $24,490: The funds will enable Learn & Live Holistic Health Services provide culturally sensitive mental health literacy services, improve mental health disorder screening, and increase healthcare access for uninsured immigrants.La Cocina VA DBA Kitchen of Purpose - $25,000: This funding will support their programs that address the need in low-income communities for jobs that pay family-sustaining wages.Lorton Community Action Center - $25,000: This grant will enable Lorton Community Action Center to provide weekly assistance to low-income families to increase their access to healthy food.Medical Care for Children Partnership Foundation - $25,000: This funding will support Medical Care for Children Partnership Foundation's program that focuses on improving access to dental care for vulnerable populations. Thereby, contributing to the overarching goal of enhancing community health and well-being.Prevention of Blindness Society - $25,000: This funding will support their "See for Yourself" program. It will address the growing demand for glaucoma treatment by providing education, screening, and links to treatment in underserved communities. The program equips adults with the knowledge to remain vigilant over their eye health and to create a pathway for underserved people to engage with the health system. The Center for Alexandria's Children - $25,000: Funding will support the Center for Alexandria's Children's programs that provide children who have experienced trauma and abuse with streamlined access to mental health services and specialized assessment and treatment. The Fenwick Foundation - $35,000: This funding will allow The Fenwick Foundation to provide free dental care to under-resourced patients through mobile and portable dentistry.Wesley Housing - $25,000: This funding will support Wesley Housing's programs that promotes economic stability by prioritizing stable housing through eviction prevention and diversion services. Thus, ensuring households with low income have a stable and an affordable living situation, community members to obtain new job skills, and to have the opportunity to improve their health. Women Giving Back - $25,000: This grant will help Women Giving Back launch a "Nonprofit Hub" featuring partnerships that will significantly increase community access to local healthcare resources and support economic stability.Community Health WorkersInova is a member of the Virginia Hospital & Healthcare Association and participated in its HealthBegins cohort to use health disparity data to drive interventions. This partnership led to increased interest in the use of Community Health Workers (CHWs) to coordinate with individuals and communities to promote wellness, improve access and address social drivers of health. CHWs are embedded in all Inova Cares clinics, located in regions with high rates of health disparities. CHWs assist patients to stay connected to care and to address their social needs while also being present in communities to foster trust and collaboration with the healthcare system. The value of CHWs is increasingly appreciated across the healthcare system. Inova Fairfax's Hospital Violence Intervention Program is run by CHWs with lived experience relevant to their patients' care. Inova Schar Cancer Institute's Cancer Prevention Outreach Program is also staffed with CHWs who make connections with partners and communities they serve.
PART V, SECTION B, LINE 11 INOVA LOUDOUN HOSPITAL The Start on Success (SOS) program provides high school seniors with educational disabilities the skills and experiences to succeed in the workplace. In Loudoun County, the cohort of SOS students takes a career and technical education course in the first semester of the year to set them up for success. From January through May, students spend three hours each day participating in a paid internship onsite at Inova Loudoun Hospital. The students are mentored by Inova team members in areas such as supply management, supply chain and food services. The program launched its first cohort during the 2022 - 2023 school year, and its second worked in the hospital starting in January 2024 until their graduation.In 2024, prior Dream B!G students were offered the opportunity to join a mentorship cohort focused on career pathways to becoming physicians, nurses, pharmacists and technicians. Students were grouped into pods based on their interests and met with Inova team members in those careers. In addition to two in-person events, Inova team members connected with the students via email, phone, and meetups throughout the year.Inova is very active in Loudoun County Public Schools programming regarding career development. Team members participate on the Career and Technical Education Advisory Committee and the School/Business Partnerships Executive Council and have actively supported the development of curricula for the Health and Medical Sciences Academy and the Academies of Loudoun.Inova organized a series of job pairing events for community members eager to explore healthcare career opportunities. In collaboration with Crossroads Jobs and other local partners, Inova brought personalized career coaching and development directly to their facilities, providing invaluable support to job seekers. Through these efforts, they aimed to empower individuals with the tools and knowledge they need to successfully navigate the healthcare job market, fostering growth and opportunity for all participants.In October, Inova convened regional workforce partners to initiate and coordinate efforts to improve health and life sciences career awareness and education. Together, the Northern Virginia Healthcare Workforce Collaborative will facilitate and communicate pathways designed to build a workforce to meet the ongoing healthcare needs of Northern Virginia.Social Drivers of Health ScreeningIn 2021, Inova adopted SDOH screening tool made up of validated questions assessing need in a wide array of social drivers. The project brought together a team representing all aspects of the Inova workforce to determine how the tool and resulting "wheel" should be presented, who it should be available to, and what was necessary to begin socializing its use. In 2024, Inova continued to socialize the tool in all inpatient and outpatient settings and utilize tracking dashboards to help departments visualize their successes and opportunities in collecting this information. Information available on Inova's intranet helped teams develop approaches to data collection via a variety of mechanisms, including directly from patients and via Inova's online MyChart patient portal. Data collected during this process is now able to be overlayed on other health outcomes to assist in the development of interventions.In April 2023, Inova rolled out the Unite Us/Unite Virginia platform for active referrals to social services and non-profit partners. Over 7,000 team members across the Inova system now have the ability to make referrals from the electronic medical record, and several of Inova's community health clinics and programs are set up to accept referrals through the platform. Inova is working closely with community partners to assist in adoption of the platform throughout the non-profit landscape creating a robust referral network. This is a critical collaboration and will close the loop for those using the SDOH screening tool by providing easy access to refer patients to multiple community resources that address other components of the social drivers of health.In 2024, Inova partnered with local funders to support 13 Loudoun County nonprofits to join Unite Virginia, the region's coordinated care network powered by Unite Us. The program offered stipends to Loudoun's human services nonprofits to collaboratively learn to use the Unite Us platform to coordinate and streamline service referrals for Loudoun residents.Inova Grant OpportunitiesEvery year Inova provides grant and partner funding to non-profit organizations in Northern Virginia providing services aligned with the CHNA. In 2024, the overall award amount was approximately $1,000,000. Awardees in the Loudoun region included: Afghan-American Women's Association - $25,315: This funding will help (A-AWA) provide Afghan refugees with tools and resources to address their mental health needs and navigate the complexities of resettlement, while preserving their dignity and culture.True Ground Housing Partners - $25,000: This grant will support their Arts Therapy and Senior Prom programs. These programs encourage senior citizens to form strong bonds among each other, build social networks, and helps to prevent isolation in the senior community.Girls on the Run of NOVA - $25,000: The funding will facilitate programs that provide mental health resources and outreach, and foster environments that reduce anxiety for elementary and middle school girls.Just Neighbors Ministry, Inc. - $25,000: Through this funding Just Neighbors Ministry will expand their Immigrant-Focused Medical Legal Partnership (IMLP) program which is aimed at helping uninsured immigrant families gain knowledge and legal representation that will give them greater access to an immigration benefit, including longer-term and comprehensive health care.Learn & Live Wholestic Health Services - $24,490: The funds will enable Learn & Live Holistic Health Services provide culturally sensitive mental health literacy services, improve mental health disorder screening, and increase healthcare access for uninsured immigrants.Loudoun Hunger Relief - $35,000: This funding will help Loudoun Hunger Relief establish a pantry and Human Services Center, which will provide access to economically stabilizing services in a central location in Sterling.Planning for Senior Life - $25,000: This grant will allow Planning for Senior Life to collaborate with healthcare facilities to collect durable medical equipment and provide mobility equipment to low-income, under- or uninsured older adults.Ryan Bartel Foundation - $25,000: This funding will help Ryan Bartel Foundation expand the community mental wellness program FORT, which provides a safe, healing community space for teens to de-stress and connect with peers, fostering belonging and acceptance.Shepherd's Center of Northern Virginia - $25,000: Funding will support Shepherd's Center of Northern Virginia in providing free transportation to older adults for their medical appointments and community destinations of choice. Additionally it will enable older adults to continue to live independently in their homes and to provide opportunities for them to lead healthier and more socially engaged lives.The Chris Atwood Foundation - $28,686: The funding will enable Chris Atwood Foundation to hire a Certified Peer Recovery Specialist to ensure residents with substance use disorder or co-occurring mental health issues receive recovery coaching, recovery plans, transportation assistance, employment assistance and resource navigation.The Fenwick Foundation - $35,000: This funding will allow The Fenwick Foundation to provide free dental care to under-resourced patients through mobile and portable dentistry.The Links, Incorporated - $25,000: The funding will support The Links Inc facilitate programs that address issues related to heart health, economic stability, mental health and childhood obesity in the African American community.Women Giving Back - $25,000: This grant will help Women Giving Back launch a "Nonprofit Hub" featuring partnerships that will significantly increase community access to local healthcare resources and support economic stability.Community Health WorkersInova is a member of the Virginia Hospital & Healthcare Association and participated in its HealthBegins cohort to use health disparity data to drive interventions. This partnership led to increased interest in the use of Community Health Workers (CHWs) to coordinate with individuals and communities to promote wellness, improve access and address social drivers of health. CHWs are embedded in all Inova Cares clinics, located in regions with high rates of health disparities. CHWs assist patients to stay connected to care and to address their social needs while also being present in communities to foster trust and collaboration with the healthcare system.
PART V, SECTION B, LINE 11 INOVA FAIR OAKS HOSPITAL Inova organized a series of job pairing events for community members eager to explore healthcare career opportunities. In collaboration with Crossroads Jobs, the WISH Center, Bridges to Independence, and other community partners, Inova brought personalized career coaching and development directly to their facilities, providing invaluable support to job seekers. Through these efforts, they aimed to empower individuals with the tools and knowledge they need to successfully navigate the healthcare job market, fostering growth and opportunity for all participants.In October, Inova convened regional workforce partners to initiate and coordinate efforts to improve health and life sciences career awareness and education. Together, the Northern Virginia Healthcare Workforce Collaborative will facilitate and communicate pathways designed to build a workforce to meet the ongoing healthcare needs of Northern Virginia.Social Drivers of Health ScreeningIn 2021, Inova adopted SDOH screening tool made up of validated questions assessing need in a wide array of social drivers. The project brought together a team representing all aspects of the Inova workforce to determine how the tool and resulting "wheel" should be presented, who it should be available to, and what was necessary to begin socializing its use. In 2024, Inova continued to socialize the tool in all inpatient and outpatient settings and utilize tracking dashboards to help departments visualize their successes and opportunities in collecting this information. Information available on Inova's intranet helped teams develop approaches to data collection via a variety of mechanisms, including directly from patients and via Inova's online MyChart patient portal. Data collected during this process is now able to be overlayed on other health outcomes to assist in the development of interventions.In April 2023, Inova rolled out the Unite Us/Unite Virginia platform for active referrals to social services and non-profit partners. Over 7,000 team members across the Inova system now have the ability to make referrals from the electronic medical record, and several of Inova's community health clinics and programs are set up to accept referrals through the platform. Inova is working closely with community partners to assist in adoption of the platform throughout the non-profit landscape creating a robust referral network. This is a critical collaboration and will close the loop for those using the SDOH screening tool by providing easy access to refer patients to multiple community resources that address other components of the social drivers of health.Inova Grant OpportunitiesEvery year Inova provides grant and partner funding to non-profit organizations in Northern Virginia providing services aligned with the CHNA. In 2024, the overall award amount was approximately $1,000,000. Awardees in the Fair Oaks region included: Afghan-American Women's Association - $25,315: This funding will help (A-AWA) provide Afghan refugees with tools and resources to address their mental health needs and navigate the complexities of resettlement, while preserving their dignity and culture.Alexandria Seaport Foundation - $25,000: This fund will help Alexandria Seaport Foundation continue their program and serve young adult ages 18 to 23 who need a new start. This includes access to high quality mental and behavioral health services to help them build the capabilities needed to join the labor force or pursue education and become long-term connected citizens.True Ground Housing Partners - $25,000: This grant will support their Arts Therapy and Senior Prom programs. These programs encourage senior citizens to form strong bonds among each other, build social networks, and helps to prevent isolation in the senior community.Girls on the Run of NOVA - $25,000: The funding will facilitate programs that provide mental health resources and outreach, and foster environments that reduce anxiety for elementary and middle school girls.Just Neighbors Ministry, Inc. - $25,000: Through this funding Just Neighbors Ministry will expand their Immigrant-Focused Medical Legal Partnership (IMLP) program which is aimed at helping uninsured immigrant families gain knowledge and legal representation that will give them greater access to an immigration benefit, including longer-term and comprehensive health care.Learn & Live Wholestic Health Services - $24,490: The funds will enable Learn & Live Holistic Health Services provide culturally sensitive mental health literacy services, improve mental health disorder screening, and increase healthcare access for uninsured immigrants.La Cocina VA DBA Kitchen of Purpose - $25,000: This funding will support their programs that address the need in low-income communities for jobs that pay family-sustaining wages.Loudoun Hunger Relief - $35,000: This funding will help Loudoun Hunger Relief establish a pantry and Human Services Center, which will provide access to economically stabilizing services in a central location in Sterling.Medical Care for Children Partnership Foundation - $25,000: This funding will support Medical Care for Children Partnership Foundation's program that focuses on improving access to dental care for vulnerable populations. Thereby, contributing to the overarching goal of enhancing community health and well-being.Planning for Senior Life - $25,000: This grant will allow Planning for Senior Life to collaborate with healthcare facilities to collect durable medical equipment and provide mobility equipment to low-income, under- or uninsured older adults.Prevention of Blindness Society - $25,000: This funding will support their "See for Yourself" program. It will address the growing demand for glaucoma treatment by providing education, screening, and links to treatment in underserved communities. The program equips adults with the knowledge to remain vigilant over their eye health and to create a pathway for underserved people to engage with the health system. Centers for Opportunity $25,000: This funding will allow Recovery Program Solutions of Virginia to identify individuals in need of employment support and provide skill development workshops, outreach and job placement services.Ryan Bartel Foundation - $25,000: This funding will help Ryan Bartel Foundation expand the community mental wellness program FORT, which provides a safe, healing community space for teens to de-stress and connect with peers, fostering belonging and acceptance.Shepherd's Center of Northern Virginia - $25,000: Funding will support Shepherd's Center of Northern Virginia in providing free transportation to older adults for their medical appointments and community destinations of choice. Additionally it will enable older adults to continue to live independently in their homes and to provide opportunities for them to lead healthier and more socially engaged lives.The Chris Atwood Foundation - $28,686: The funding will enable Chris Atwood Foundation to hire a Certified Peer Recovery Specialist to ensure residents with substance use disorder or co-occurring mental health issues receive recovery coaching, recovery plans, transportation assistance, employment assistance and resource navigation.The Fenwick Foundation - $35,000: This funding will allow The Fenwick Foundation to provide free dental care to under-resourced patients through mobile and portable dentistry.Wesley Housing - $25,000: This funding will support Wesley Housing's programs that promotes economic stability by prioritizing stable housing through eviction prevention and diversion services. Thus, ensuring households with low income have a stable and an affordable living situation, community members to obtain new job skills, and to have the opportunity to improve their health. Women Giving Back - $25,000: This grant will help Women Giving Back launch a "Nonprofit Hub" featuring partnerships that will significantly increase community access to local healthcare resources and support economic stability.
PART V, SECTION B, LINE 11 INOVA MT. VERNON HOSPITAL In October, Inova convened regional workforce partners to initiate and coordinate efforts to improve health and life sciences career awareness and education. Together, the Northern Virginia Healthcare Workforce Collaborative will facilitate and communicate pathways designed to build a workforce to meet the ongoing healthcare needs of Northern Virginia.Social Drivers of Health ScreeningIn 2021, Inova adopted SDOH screening tool made up of validated questions assessing need in a wide array of social drivers. The project brought together a team representing all aspects of the Inova workforce to determine how the tool and resulting "wheel" should be presented, who it should be available to, and what was necessary to begin socializing its use. In 2024, Inova continued to socialize the tool in all inpatient and outpatient settings and utilize tracking dashboards to help departments visualize their successes and opportunities in collecting this information. Information available on Inova's intranet helped teams develop approaches to data collection via a variety of mechanisms, including directly from patients and via Inova's online MyChart patient portal. Data collected during this process is now able to be overlayed on other health outcomes to assist in the development of interventions.In April 2023, Inova rolled out the Unite Us/Unite Virginia platform for active referrals to social services and non-profit partners. Over 7,000 team members across the Inova system now have the ability to make referrals from the electronic medical record, and several of Inova's community health clinics and programs are set up to accept referrals through the platform. Inova is working closely with community partners to assist in adoption of the platform throughout the non-profit landscape creating a robust referral network. This is a critical collaboration and will close the loop for those using the SDOH screening tool by providing easy access to refer patients to multiple community resources that address other components of the social drivers of health.Inova Grant OpportunitiesEvery year Inova provides grant and partner funding to non-profit organizations in Northern Virginia providing services aligned with the CHNA. In 2024, the overall award amount was approximately $1,000,000. Awardees in the Mount Vernon region included: Afghan-American Women's Association - $25,315: This funding will help (A-AWA) provide Afghan refugees with tools and resources to address their mental health needs and navigate the complexities of resettlement, while preserving their dignity and culture.Alexandria Seaport Foundation - $25,000: This fund will help Alexandria Seaport Foundation continue their program and serve young adult ages 18 to 23 who need a new start. This includes access to high quality mental and behavioral health services to help them build the capabilities needed to join the labor force or pursue education and become long-term connected citizens.Alexandria Soccer Association - $25,000: This grant will support Access4All program, which focuses on, informing families of health care opportunities, providing support and mental health access for students, and providing financial relief by providing snacks and meals for students.True Ground Housing Partners - $25,000: This grant will support their Arts Therapy and Senior Prom programs. These programs encourage senior citizens to form strong bonds among each other, build social networks, and helps to prevent isolation in the senior community.Carpenter's Shelter - $25,000: Through this funding, Carpenter's Shelter will provide healthcare services, health screenings, mental health support, case management and housing location assistance for people with unstable housing.Girls on the Run of NOVA - $25,000: The funding will facilitate programs that provide mental health resources and outreach, and foster environments that reduce anxiety for elementary and middle school girls.Just Neighbors Ministry, Inc. - $25,000: Through this funding Just Neighbors Ministry will expand their Immigrant-Focused Medical Legal Partnership (IMLP) program which is aimed at helping uninsured immigrant families gain knowledge and legal representation that will give them greater access to an immigration benefit, including longer-term and comprehensive health care.Learn & Live Wholestic Health Services - $24,490: The funds will enable Learn & Live Holistic Health Services provide culturally sensitive mental health literacy services, improve mental health disorder screening, and increase healthcare access for uninsured immigrants.La Cocina VA DBA Kitchen of Purpose - $25,000: This funding will support their programs that address the need in low-income communities for jobs that pay family-sustaining wages.Lorton Community Action Center - $25,000: This grant will enable Lorton Community Action Center to provide weekly assistance to low-income families to increase their access to healthy food.Medical Care for Children Partnership Foundation - $25,000: This funding will support Medical Care for Children Partnership Foundation's program that focuses on improving access to dental care for vulnerable populations. Thereby, contributing to the overarching goal of enhancing community health and well-being.Planning for Senior Life - $25,000: This grant will allow Planning for Senior Life to collaborate with healthcare facilities to collect durable medical equipment and provide mobility equipment to low-income, under- or uninsured older adults.Prevention of Blindness Society - $25,000: This funding will support their "See for Yourself" program. It will address the growing demand for glaucoma treatment by providing education, screening, and links to treatment in underserved communities. The program equips adults with the knowledge to remain vigilant over their eye health and to create a pathway for underserved people to engage with the health system. Centers for Opportunity- $25,000: This funding will allow Recovery Program Solutions of Virginia to identify individuals in need of employment support and provide skill development workshops, outreach and job placement services.The Center for Alexandria's Children - $25,000: Funding will support the Center for Alexandria's Children's programs that provide children who have experienced trauma and abuse with streamlined access to mental health services and specialized assessment and treatment. The Chris Atwood Foundation - $28,686: The funding will enable Chris Atwood Foundation to hire a Certified Peer Recovery Specialist to ensure residents with substance use disorder or co-occurring mental health issues receive recovery coaching, recovery plans, transportation assistance, employment assistance and resource navigation.The Fenwick Foundation - $35,000: This funding will allow The Fenwick Foundation to provide free dental care to under-resourced patients through mobile and portable dentistry.Wesley Housing - $25,000: This funding will support Wesley Housing's programs that promotes economic stability by prioritizing stable housing through eviction prevention and diversion services. Thus, ensuring households with low income have a stable and an affordable living situation, community members to obtain new job skills, and to have the opportunity to improve their health. Women Giving Back - $25,000: This grant will help Women Giving Back launch a "Nonprofit Hub" featuring partnerships that will significantly increase community access to local healthcare resources and support economic stability.Community Health WorkersInova is a member of the Virginia Hospital & Healthcare Association and participated in its HealthBegins cohort to use health disparity data to drive interventions. This partnership led to increased interest in the use of Community Health Workers (CHWs) to coordinate with individuals and communities to promote wellness, improve access and address social drivers of health. CHWs are embedded in all Inova Cares clinics, located in regions with high rates of health disparities. CHWs assist patients to stay connected to care and to address their social needs while also being present in communities to foster trust and collaboration with the healthcare system. The value of CHWs is increasingly appreciated across the healthcare system. Inova Fairfax's Hospital Violence Intervention Program is run by CHWs with lived experience relevant to their patients' care. Inova Schar Cancer Institute's Cancer Prevention Outreach Program is also staffed with CHWs who make connections with partners and communities they serve.
PART V, SECTION B, LINE 11 INOVA FAIRFAX HOSPITAL Community Health WorkersInova is a member of the Virginia Hospital & Healthcare Association and participated in its HealthBegins cohort to use health disparity data to drive interventions. This partnership led to increased interest in the use of Community Health Workers (CHWs) to coordinate with individuals and communities to promote wellness, improve access and address social drivers of health. CHWs are embedded in all Inova Cares clinics, located in regions with high rates of health disparities. CHWs assist patients to stay connected to care and to address their social needs while also being present in communities to foster trust and collaboration with the healthcare system. The value of CHWs is increasingly appreciated across the healthcare system. Inova Fairfax's Hospital Violence Intervention Program is run by CHWs with lived experience relevant to their patients' care. Inova Schar Cancer Institute's Cancer Prevention Outreach Program is also staffed with CHWs who make connections with partners and communities they serve.Healthcare Disparities ConferenceIn October, Inova presented its sixth annual Healthcare Disparities Conference titled: "A Call for Commitment." This event reached more than 425 healthcare workers and community partners across Northern Virginia and throughout the United States with storytelling framed around identifying disparities and implementing strategies to address them and staying motivated to improve the healthcare experience for patients, families and healthcare teams. The partnership that coordinated this Continuing Medical Education (CME) accredited event includes Inova, George Mason University, Carilion Clinic and the Integrated Translational Health Research Institute of Virginia (iTHRIV CTSA).Expansion of Community Health Clinics and ProgramsInova continued to grow its community presence through the expansion of clinics and programs into specific neighborhoods which are open to individuals throughout Northern Virginia. Inova opened the first Inova Cares pediatric sick clinic in January, providing new levels of access to same-day care for children and families throughout Northern Virginia. Co-located with the Falls Church Inova Cares for Children, the clinic fast-tracks existing patients who have fevers, ear infections, sore throats or other common ailments to get the care they need to return to daycare or school as soon as possible. Parents and caregivers can bring children directly to the clinic without an appointment to receive immediate care, avoiding a trip to the emergency room.In addition, Inova Cares clinics have partnered with Inova Schar Heart and Vascular to embed cardiologists who can provide onsite screening and treatment with the goal of reducing the risk of high blood pressure, diabetes, heart disease and stroke.Health Needs the Hospital Will Not AddressNo hospital facility can address all health needs present in its community. Inova is committed to enhancing its clinical services and providing a range of community benefits to meet the evolving health needs of our community. The CHNA Implementation Strategy focuses on meeting the priority and specified community health needs described above. Inova acknowledges that some community challenges within the social drivers of health fall beyond the scope of the hospital and the hospital's ability to make a meaningful impact. Other topics, such as cultural competency, Lyme Disease, obesity and obesity-related concerns are not covered as priority target areas in this plan. Even so, there are many activities in these areas throughout the Inova system. Further, as outlined above, Inova has invested considerable time, effort and resources to strengthen its partnership with other community organizations to help address the diverse, interconnected needs of our shared patient population.
PART V, SECTION B, LINE 11 INOVA ALEXANDRIA HOSPITAL Healthcare Disparities ConferenceIn October, Inova presented its sixth annual Healthcare Disparities Conference titled: "A Call for Commitment." This event reached more than 425 healthcare workers and community partners across Northern Virginia and throughout the United States with storytelling framed around identifying disparities and implementing strategies to address them and staying motivated to improve the healthcare experience for patients, families and healthcare teams. The partnership that coordinated this Continuing Medical Education (CME) accredited event includes Inova, George Mason University, Carilion Clinic and the Integrated Translational Health Research Institute of Virginia (iTHRIV CTSA).Expansion of Community Health Clinics and ProgramsInova continued to grow its community presence through the expansion of clinics and programs into specific neighborhoods which are open to individuals throughout Northern Virginia. Inova opened the first Inova Cares pediatric sick clinic in January, providing new levels of access to same-day care for children and families throughout Northern Virginia. Co-located with the Falls Church Inova Cares for Children, the clinic fast-tracks existing patients who have fevers, ear infections, sore throats or other common ailments to get the care they need to return to daycare or school as soon as possible. Parents and caregivers can bring children directly to the clinic without an appointment to receive immediate care, avoiding a trip to the emergency room.In addition, Inova Cares clinics have partnered with Inova Schar Heart and Vascular to embed cardiologists who can provide onsite screening and treatment with the goal of reducing the risk of high blood pressure, diabetes, heart disease and stroke.Health Needs the Hospital Will Not AddressNo hospital facility can address all health needs present in its community. Inova is committed to enhancing its clinical services and providing a range of community benefits to meet the evolving health needs of our community. The CHNA Implementation Strategy focuses on meeting the priority and specified community health needs described above. Inova acknowledges that some community challenges within the social drivers of health fall beyond the scope of the hospital and the hospital's ability to make a meaningful impact. Other topics, such as cultural competency, Lyme Disease, obesity and obesity-related concerns are not covered as priority target areas in this plan. Even so, there are many activities in these areas throughout the Inova system. Further, as outlined above, Inova has invested considerable time, effort and resources to strengthen its partnership with other community organizations to help address the diverse, interconnected needs of our shared patient population.
PART V, SECTION B, LINE 11 INOVA LOUDOUN HOSPITAL The value of CHWs is increasingly appreciated across the healthcare system. Inova Fairfax's Hospital Violence Intervention Program is run by CHWs with lived experience relevant to their patients' care. Inova Schar Cancer Institute's Cancer Prevention Outreach Program is also staffed with CHWs who make connections with partners and communities they serve.Healthcare Disparities ConferenceIn October, Inova presented its sixth annual Healthcare Disparities Conference titled: "A Call for Commitment." This event reached more than 425 healthcare workers and community partners across Northern Virginia and throughout the United States with storytelling framed around identifying disparities and implementing strategies to address them and staying motivated to improve the healthcare experience for patients, families and healthcare teams. The partnership that coordinated this Continuing Medical Education (CME) accredited event includes Inova, George Mason University, Carilion Clinic and the Integrated Translational Health Research Institute of Virginia (iTHRIV CTSA).Expansion of Community Health Clinics and ProgramsInova continued to grow its community presence through the expansion of clinics and programs into specific neighborhoods which are open to individuals throughout Northern Virginia. Inova opened the first Inova Cares pediatric sick clinic in January, providing new levels of access to same-day care for children and families throughout Northern Virginia. Co-located with the Falls Church Inova Cares for Children, the clinic fast-tracks existing patients who have fevers, ear infections, sore throats or other common ailments to get the care they need to return to daycare or school as soon as possible. Parents and caregivers can bring children directly to the clinic without an appointment to receive immediate care, avoiding a trip to the emergency room.In addition, Inova Cares clinics have partnered with Inova Schar Heart and Vascular to embed cardiologists who can provide onsite screening and treatment with the goal of reducing the risk of high blood pressure, diabetes, heart disease and stroke.Health Needs the Hospital Will Not AddressNo hospital facility can address all health needs present in its community. Inova is committed to enhancing its clinical services and providing a range of community benefits to meet the evolving health needs of our community. The CHNA Implementation Strategy focuses on meeting the priority and specified community health needs described above. Inova acknowledges that some community challenges within the social drivers of health fall beyond the scope of the hospital and the hospital's ability to make a meaningful impact. Other topics, such as cultural competency, Lyme Disease, obesity and obesity-related concerns are not covered as priority target areas in this plan. Even so, there are many activities in these areas throughout the Inova system. Further, as outlined above, Inova has invested considerable time, effort and resources to strengthen its partnership with other community organizations to help address the diverse, interconnected needs of our shared patient population.
PART V, SECTION B, LINE 11 INOVA FAIR OAKS HOSPITAL Community Health WorkersInova is a member of the Virginia Hospital & Healthcare Association and participated in its HealthBegins cohort to use health disparity data to drive interventions. This partnership led to increased interest in the use of Community Health Workers (CHWs) to coordinate with individuals and communities to promote wellness, improve access and address social drivers of health. CHWs are embedded in all Inova Cares clinics, located in regions with high rates of health disparities. CHWs assist patients to stay connected to care and to address their social needs while also being present in communities to foster trust and collaboration with the healthcare system. The value of CHWs is increasingly appreciated across the healthcare system. Inova Fairfax's Hospital Violence Intervention Program is run by CHWs with lived experience relevant to their patients' care. Inova Schar Cancer Institute's Cancer Prevention Outreach Program is also staffed with CHWs who make connections with partners and communities they serve.Healthcare Disparities ConferenceIn October, Inova presented its sixth annual Healthcare Disparities Conference titled: "A Call for Commitment." This event reached more than 425 healthcare workers and community partners across Northern Virginia and throughout the United States with storytelling framed around identifying disparities and implementing strategies to address them and staying motivated to improve the healthcare experience for patients, families and healthcare teams. The partnership that coordinated this Continuing Medical Education (CME) accredited event includes Inova, George Mason University, Carilion Clinic and the Integrated Translational Health Research Institute of Virginia (iTHRIV CTSA).Expansion of Community Health Clinics and ProgramsInova continued to grow its community presence through the expansion of clinics and programs into specific neighborhoods which are open to individuals throughout Northern Virginia. Inova opened the first Inova Cares pediatric sick clinic in January, providing new levels of access to same-day care for children and families throughout Northern Virginia. Co-located with the Falls Church Inova Cares for Children, the clinic fast-tracks existing patients who have fevers, ear infections, sore throats or other common ailments to get the care they need to return to daycare or school as soon as possible. Parents and caregivers can bring children directly to the clinic without an appointment to receive immediate care, avoiding a trip to the emergency room.In addition, Inova Cares clinics have partnered with Inova Schar Heart and Vascular to embed cardiologists who can provide onsite screening and treatment with the goal of reducing the risk of high blood pressure, diabetes, heart disease and stroke.Health Needs the Hospital Will Not AddressNo hospital facility can address all health needs present in its community. Inova is committed to enhancing its clinical services and providing a range of community benefits to meet the evolving health needs of our community. The CHNA Implementation Strategy focuses on meeting the priority and specified community health needs described above. Inova acknowledges that some community challenges within the social drivers of health fall beyond the scope of the hospital and the hospital's ability to make a meaningful impact. Other topics, such as cultural competency, Lyme Disease, obesity and obesity-related concerns are not covered as priority target areas in this plan. Even so, there are many activities in these areas throughout the Inova system. Further, as outlined above, Inova has invested considerable time, effort and resources to strengthen its partnership with other community organizations to help address the diverse, interconnected needs of our shared patient population.
PART V, SECTION B, LINE 11 INOVA MT. VERNON HOSPITAL Healthcare Disparities ConferenceIn October, Inova presented its sixth annual Healthcare Disparities Conference titled: "A Call for Commitment." This event reached more than 425 healthcare workers and community partners across Northern Virginia and throughout the United States with storytelling framed around identifying disparities and implementing strategies to address them and staying motivated to improve the healthcare experience for patients, families and healthcare teams. The partnership that coordinated this Continuing Medical Education (CME) accredited event includes Inova, George Mason University, Carilion Clinic and the Integrated Translational Health Research Institute of Virginia (iTHRIV CTSA).Expansion of Community Health Clinics and ProgramsInova continued to grow its community presence through the expansion of clinics and programs into specific neighborhoods which are open to individuals throughout Northern Virginia. Inova opened the first Inova Cares pediatric sick clinic in January, providing new levels of access to same-day care for children and families throughout Northern Virginia. Co-located with the Falls Church Inova Cares for Children, the clinic fast-tracks existing patients who have fevers, ear infections, sore throats or other common ailments to get the care they need to return to daycare or school as soon as possible. Parents and caregivers can bring children directly to the clinic without an appointment to receive immediate care, avoiding a trip to the emergency room.In addition, Inova Cares clinics have partnered with Inova Schar Heart and Vascular to embed cardiologists who can provide onsite screening and treatment with the goal of reducing the risk of high blood pressure, diabetes, heart disease and stroke.Health Needs the Hospital Will Not AddressNo hospital facility can address all health needs present in its community. Inova is committed to enhancing its clinical services and providing a range of community benefits to meet the evolving health needs of our community. The CHNA Implementation Strategy focuses on meeting the priority and specified community health needs described above. Inova acknowledges that some community challenges within the social drivers of health fall beyond the scope of the hospital and the hospital's ability to make a meaningful impact. Other topics, such as cultural competency, Lyme Disease, obesity and obesity-related concerns are not covered as priority target areas in this plan. Even so, there are many activities in these areas throughout the Inova system. Further, as outlined above, Inova has invested considerable time, effort and resources to strengthen its partnership with other community organizations to help address the diverse, interconnected needs of our shared patient population.
Schedule H (Form 990) 2024
Schedule H (Form 990) 2024
Page 9
Part VFacility Information (continued)

Section D. Other Health Care Facilities That Are Not Licensed, Registered, or Similarly Recognized as a Hospital Facility
(list in order of size, from largest to smallest)
How many non-hospital health care facilities did the organization operate during the tax year?41
Name and address Type of Facility (describe)
1 1 - FAIRFAX RADIOLOGY CENTERS
2722 MERRILEE DRIVE SUITE 230
FAIRFAX,VA22031
IMAGING CENTER
2 2 - CORNWALL ER
224 CORNWALL STREET NW
LEESBURG,VA20176
EMERGENCY ROOM
3 3 - INOVA RESTON MRI CENTER LLC
2722 MERRILLE DRIVE SUITE 230
FAIRFAX,VA22031
MRI CENTER
4 4 - EMERGENCY CARE CENTER OF FAIRFAX
4315 CHAIN BRIDGE ROAD
FAIRFAX,VA22030
EMERGENCY ROOM
5 5 - EMERGENCY CARE CENTER OF RESTON
11901 BARON CAMERON AVENUE
RESTON,VA20190
EMERGENCY ROOM
6 6 - INSTITUTE OF RESEARCH AND EDUCATION
3300 GALLOWS ROAD
FALLS CHURCH,VA22042
RESEARCH FACILITY
7 7 - ASSISTED LIVING AT FAIR OAKS
3580 JOSEPH SIEWICK DRIVE 202
FAIRFAX,VA22033
ASSISTED LIVING
8 8 - ASSISTED LIVING AT MCLEAN
8315 TURNING LEAF
MCLEAN,VA22102
ASSISTED LIVING
9 9 - ASSISTED LIVING AT MT VERNON
8033 HOLLAND ROAD
ALEXANDRIA,VA22306
ASSISTED LIVING
10 10 - ASSISTED LIVING AT RESTON TOWN CENTER
1778 FOUNTAIN DRIVE
RESTON,VA20190
ASSISTED LIVING
11 11 - KELLAR CENTER
11204 WAPLES MILL ROAD
FAIRFAX,VA22030
BEHAVIORAL SERVICES
12 12 - POTOMAC RADIATION ONCOLOGY
2280 OPITZ BLVD 120
WOODBRIDGE,VA22191
RADIATION ONCOLOGY
13 13 - IAH OCCUPATIONAL HEALTH
4700 KING ST SUITE 201
ALEXANDRIA,VA22302
OCCUPATIONAL HEALTH
14 14 - ASHBURN OCCUPATIONAL HEALTH
21785 FILIGREE CT SUITE 103
ASHBURN,VA20147
OCCUPATIONAL HEALTH
15 15 - INOVA PHYSICAL THERAPY CTR - FAIROAKS
3580 JOSEPH SIEWICK DRIVE SUITE 202
FAIRFAX,VA22033
REHABILITATION
16 16 - INOVA PHYSICAL THERAPY CTR - FFX EAST
8100 INNOVATION PARK DRIVE
FAIRFAX,VA22031
REHABILITATION
17 17 - INOVA PHYSICAL THERAPY CTR - BALLSTON
1005 NORTH GLEBE ROAD SUITE 410
ARLINGTON,VA22201
REHABILITATION
18 18 - INOVA PHYSICAL THERAPY CTR - VIENNA
8320 OLD COURTHOUSE ROAD SUITE 410
VIENNA,VA22182
REHABILITATION
19 19 - INOVA PHYSICAL THERAPY - SPRINGFIELD
8348 TRAFORD LANE SUITE 100
SPRINGFIELD,VA22152
REHABILITATION
20 20 - INOVA PHYSICAL THERAPY - CENTREVILLE
6201 CENTREVILLE ROAD SUITE 500
CENTREVILLE,VA20121
REHABILITATION
21 21 - INOVA PHYSICAL THERAPY CTR - ASHBURN
22505 LANDMARK CT 215
ASHBURN,VA20148
REHABILITATION
22 22 - INOVA PHYSICAL THERAPY CTR-PROSPERITY
8501 ARLINGTON BLVD SUITE 200
FAIRFAX,VA22031
REHABILITATION
23 23 - PRINCE WILLIAM OCCUPATIONAL HEALTH
8480 KAO CIRCLE
MANASSAS,VA20110
OCCUPATIONAL HEALTH
24 24 - INOVA PHYSICAL THERAPY CTR- SPORTPLEX
6355 WALKER LANE SUITE 404
ALEXANDRIA,VA22310
REHABILITATION
25 25 - INOVA PHYSICAL THERAPY CTR - DULLES
24801 PINEBROOK ROAD SUITE 120
CHANTILLY,VA20152
REHABILITATION
26 26 - INOVA PHYSICAL THERAPY CTR - STERLING
46000 CENTER OAK PLAZA SUITE 250
STERLING,VA20166
REHABILITATION
27 27 - INOVA PHYSICAL THERAPY - WOODBRIDGE
14605 POTOMAC BRANCH DRIVE SUITE
200
WOODBRIDGE,VA22191
REHABILITATION
28 28 - INOVA PHYSICAL THERAPY CTR-ALEXANDRIA
4700 KING ST SUITE 200
ALEXANDRIA,VA22302
REHABILITATION
29 29 - INOVA PHYSICAL THERAPY CTR- MT VERNON
8101 HINSON FARM ROAD SUITE 401
ALEXANDRIA,VA22306
REHABILITATION
30 30 - INOVA PHYSICAL THERAPY - CHANTILLY
3914 CENTREVILLE RD SUITE 240
CHANTILLY,VA20151
REHABILITATION
31 31 - INOVA PHYSICAL THERAPY CTR - FAIRFAX
8100 BRADDOCK ROAD
ANNANDALE,VA22003
REHABILITATION
32 32 - CATS
3300 GALLOWS ROAD
FALLS CHURCH,VA22042
BEHAVIORAL SERVICES
33 33 - INOVA PHYSICAL THERAPY CTR - SPRINGHILL
1239 SPRING HILL ROAD
MCLEAN,VA22102
REHABILITATION
34 34 - INOVA URGENT CARE CTR - CENTREVILLE
6201 CENTREVILLE ROAD SUITE 200
CENTREVILLE,VA20121
URGENT CARE
35 35 - INOVA URGENT CARE CENTER - VIENNA
180 MAPLE AVENUE WEST
VIENNA,VA22180
URGENT CARE
36 36 - INOVA URGENT CARE CTR - N ARLINGTON
4600 LANGSTON BLVD
ARLINGTON,VA22207
URGENT CARE
37 37 - INOVA URGENT CARE CTR - DULLES SOUTH
24801 PINEBROOK ROAD SUITE 110
CHANTILLY,VA20152
URGENT CARE
38 38 - INOVA URGENT CARE CTR - S ARLINGTON
3263 COLUMBIA PIKE
ARLINGTON,VA22204
URGENT CARE
39 39 - INOVA PHYSICAL THERAPY - VA SQUARE
3833 NORTH FAIRFAX DRIVE SUITE 300
ARLINGTON,VA22203
REHABILITATION
40 40 - INOVA URGENT CARE CTR - DUNN LORING
2671 AVENIR PLACE SUITE A
VIENNA,VA22180
URGENT CARE
41 41 - INOVA URGENT CARE CTR - PURCELLVILLE
7601 LEWINSVILLE ROAD SUITE 440
PURCELLVILLE,VA20132
URGENT CARE
Schedule H (Form 990) 2024
Schedule H (Form 990) 2024
Page 10
Part VI
Supplemental Information
Provide the following information.
1 Required descriptions. Provide the descriptions required for Part I, lines 3c, 6a, and 7; Part II and Part III, lines 2, 3, 4, 8 and 9b.
2 Needs assessment. Describe how the organization assesses the health care needs of the communities it serves, in addition to any CHNAs reported in Part V, Section B.
3 Patient education of eligibility for assistance. Describe how the organization informs and educates patients and persons who may be billed for patient care about their eligibility for assistance under federal, state, or local government programs or under the organization’s financial assistance policy.
4 Community information. Describe the community the organization serves, taking into account the geographic area and demographic constituents it serves.
5 Promotion of community health. Provide any other information important to describing how the organization’s hospital facilities or other health care facilities further its exempt purpose by promoting the health of the community (e.g., open medical staff, community board, use of surplus funds, etc.).
6 Affiliated health care system. If the organization is part of an affiliated health care system, describe the respective roles of the organization and its affiliates in promoting the health of the communities served.
7 State filing of community benefit report. If applicable, identify all states with which the organization, or a related organization, files a community benefit report.
Form and Line Reference Explanation
Part I, Line 3c: Catastrophic financial assistance is available for patients with FAP-eligible Incomes over 400% of FPL (as defined in Appendix A), who, due to the nature and extent of services provided, have significant Inova care-related financial obligations with a remaining balance of more than 15% of their FAP-eligible Income after payment by all third parties or after the self-pay discount has been applied. In such circumstances, the patient responsibility will be limited to the lesser of the Amounts Generally Billed or 15% of FAP-eligible Income.
Part I, Line 6a: The Community Benefit Report is included in the consolidated Inova Health System report to the community on https://www.inova.org/about-inova/inova-your-community.
Part I, Line 7: Cost to charge ratio method is used based on table 2 in the instructions. Total operating expense is divided by Total Gross Revenue to arrive at the cost to charge ratio.
Part I, Line 7g: Cost of Physician Clinic is $8,607,566.
Part I, Line 7, Column (f): The Bad Debt expense included on Form 990, Part IX, Line 25, Column (A), but subtracted for purposes of calculating the percentage in this column is $ 141,161,734.
Part II, Community Building Activities: Inova's Office of Sustainability provides community building support focused on environmental improvements that in turn, benefit community health. Environmental Mission Statement:Inova Health System is committed to establishing an environmental program that is safer and healthier for patients, team members and the community.Community Building Environmental Improvements Waste ManagementInova has been focused on waste reduction strategies including recycling and waste segregation since 2008. Throughout the hospitals there is a single stream recycling process along with focused efforts on reducing regulated medical waste. In 2024, Inova recycled approximately 7.7 million pounds of material from local landfills and waste to energy facilities.Specialized areas recycling/reuse: Inova has implemented specialized recycling programs to capture specific materials throughout the hospitals such as electronics, batteries, reusable equipment and more. Inova launched a new system-wide food composting initiative in the fall of 2023 that includes the five hospitals as well as the Inova Center for Personalized Health. The program currently diverts approximately 30,000 pounds of food waste each month. EnergyDuring 2024, Inova continued to reduce its energy footprint through a variety of projects including lighting upgrades, steam trap repairs, commissioning of HVAC controls and chiller plan control upgrades. These efforts result in cost savings and improved resilience for the overall health of the community. Inova continues to participate in a renewable energy purchase with the utility that provides 100% renewable electricity for Inova Alexandria Hospital. WaterInova maintains native plantings and low-impact irrigation systems for landscaping as well as reducing water consumption in the hospitals through the routine replacement of less efficient plumbing fixtures. BuildingsGreen building efforts continued in 2024 with continued work in the eastern region including the opening of the Inova Health Center - Oakville. The building project is currently pursuing LEED Gold certification and would be Inova's first facility to achieve that level of recognition. All buildings currently under design will meet or exceed LEED Silver certification and will be built with flexibility so that Inova can adapt to future energy standards. The eastern region will set the standard for all building projects in the future, resulting in efficiency, long-term cost savings and improved outcomes. TransportationInova continues its collaboration with Fairfax County Department of Transportation to promote alternative commuting options for team members resulting in fewer single-occupancy vehicle trips. Inova administered a commuter survey at Mount Vernon hospital in 2024 in compliance with Fairfax County development proffers. The results from the survey showed that 15% of team members take some form of alternative transportation to get to work and we continue to share feedback with leadership regarding the program. Each of the five hospitals along with the Lorton and Springfield healthplexes and Inova Center for Personalized Health were all recognized as Best Workplaces for Commuters for their commuting benefits. The telehealth program also continued in 2024, with 250,000 patient home video visits and over 11,000 emergency consultations. This equates to a significant number of avoided daily patient trips across all Inova facilities. This benefits not only the environment but patients, team members, and the community by reducing the number of cars on the road. FoodInova continues to promote and serve local and sustainable foods throughout the hospitals with 13% of food spend categorized as sustainable and or local. Inova hospitals saw increases in sustainable food spend categories including eggs, poultry, seafood and more. These initiatives are important for the health of all patients, the community and supports the local farms. In 2024, Inova continued the Community Supported Agriculture Program to help team members access local and sustainable foods. Team members purchased more than 330 orders, totaling $22,283 in sustainable and healthy food, contributing to their personal health as well as the health of the planet.CommunityInova engages with peer organizations locally and nationally on sustainable practices through a combination of virtual speaking engagements, news article publications and informal discussion. Fairfax ReLeaf continued to provide saplings that were distributed to team members in the spring and fall. Inova team members also collaborated with Friends of Holmes Run to organize spring and fall stream clean-ups and tree rescue events, allowing team members to give back to the local community. A sustainability team member sits on the Greener Mason Advisory Council. The sustainability team organized a meet and greet between the CSA provider (4P Foods) and internal stakeholders interested in "Food is Medicine" opportunities for vulnerable patients.
Part III, Line 4: BAD DEBT FOOTNOTE FROM INOVA HEALTH SYSTEM CONSOLIDATED FINANCIAL STATEMENTSPatient accounts receivable include charges for amounts due from all patients less explicit price concessions relating to allowances for the excess of established charges over the payments expected to be received on behalf of patients covered by Medicare, Medicaid and other insurers. Implicit price concessions are estimated based upon management's assessment of historical and expected net collections considering historical business and economic conditions, trends in health care coverage, and other collection indicators. Periodically throughout the year, management assesses the adequacy of the price concessions based upon historical experience of self-pay accounts receivable, including those balances after insurance payments and not covered by insurance. The results of this review are then used to make any modifications to the estimated implicit price concessions. There have been no significant changes in the current year to the underlying assumptions used by IHS to estimate the amount expected to be received. Patient accounts receivable is written off after collection efforts have been followed in accordance with IHS policies.IHS provides medically necessary treatment to all patients regardless of their ability to pay. IHS offers financial assistance to all qualifying patients. A patient may qualify for financial assistance based on criteria defined in IHS' financial assistance policy such as patient income levels, credit histories, demographic information, and other factors. Since IHS does not pursue collection of amounts that qualify as financial assistance, these amounts are deducted from gross revenue and are not reported as net patient service revenue.
Part III, Line 8: The organization does not treat any Medicare shortfall as community benefit. The amounts are taken directly from the Medicare Cost Reports as filed using a cost to charge ratio method.
Part III, Line 9b: All Self-Pay (Patient Responsibility) portions of accounts for services provided by Covered Entities and Covered Providers will process through Inova's billing and collection systems for effective in-house collections and within federal guidelines for transitioning to external collection agencies after in-house efforts are exhausted.All billing statements for services provided by Covered Entities and Covered Providers will include a conspicuous written notice regarding financial assistance (including the phone number of the office that can provide information about Inova's Financial Assistance Policy). Billing statements also will include information about online payment options and finance plans available.If patient is being reviewed for potential Medicaid coverage, this will be noted in the patient's account, and it will be placed into the proper workflow for coverage/eligibility verification and billing review/follow up.Patients and responsible parties will receive billing statements over a 120-day Self-Pay billing cycle as follows:Once a final bill is available, all patients or responsible parties with a Self-Pay (Patient Responsibility) balance will receive their first billing statement (Statement-Level 1), indicating payment in full on balance due is expected within 30 days.Patients will receive a second statement (Statement-Level 2) 30 days after the first billing statement is generated. The second statement will indicate any amount that remains past due.Patients will receive a third statement (Statement-Level 3) 30 days after the second billing statement is generated. The third statement will indicate any amount that remains past due.Patients will receive a fourth and final statement (Statement-Level 4) 30 days after the third billing statement is generated. The fourth statement will indicate that it is a final notice for one or more accounts that are delinquent and will state that failure to pay the delinquent account(s) will result in the account being forwarded to a collection agency.All accounts with self-pay balances remaining thirty-one (31) days after the fourth and final statement will be transferred to an initial bad debt placement agency for a period of 547 days for continued collection efforts.After account has aged 547 days from date of placement with primary bad debt agency, account will be returned to Inova for proper disposition.Prohibited Collections ActionsInova prohibits the following Extraordinary Collections Actions:Garnishing wages or freezing bank accounts as a means of collecting unpaid bills.Foreclosure or forced sale of an individual's primary residence to pay an outstanding bill.Filing liens related to self-pay balances after insurance has determined patient responsibility regardless of payer, accounts on a finance plan, FAP-Eligible patients, or Financial Assistance accounts.Inova may take other Extraordinary Collections Actions only if:There is evidence that the individual (or his or her responsible party) has Family Income or assets that make them ineligible for Financial Assistance,After reasonable efforts by Inova, the patient has failed to apply or provide the information needed to determine eligibility for Financial Assistance, orThe individual no longer is meeting obligations under an agreed-upon payment plan and has not informed Inova of a change in financial condition.The patient has gone through all steps within the collection escalation process, and account remains unpaid.Reasonable Efforts Prior to Extraordinary Collections ActionsInova will not initiate any ECAs for at least 120 days from the date the first billing statement has been issued.After 120 days have passed, Inova only will initiate an ECA after undertaking the following efforts.Inova will offer Financial Assistance and will widely publicize the availability of such assistance as described in its Financial Assistance Policy.Inova will accept Applications for Financial Assistance for at least 240 days from the date of the first post-discharge billing statement (the Application Period).At least thirty (30) days prior to initiating any ECAs, Inova will contact the individual to provide oral notice about the Financial Assistance Policy and oral notice regarding any ECAs Inova or an authorized third party intends to initiate. Inova will also make this information available in writing and provide a written copy of the Plain Language Summary of the policy.Inova will notify individuals who submit an incomplete Application for Financial Assistance during the Application Period about how to complete the application (and provide contact information for assistance with the Application) and suspend any ECAs for these individuals until eligibility is determined.Inova will determine whether individuals are eligible for Financial Assistance if completed Applications are submitted during the 240-day Application Period.If a completed application is submitted during the 240-day application period, Inova will:Suspend any ECAs to obtain payment for the care.Process the application within 30 days from receiving necessary income verification and notify the individual in writing of eligibility determination (including the assistance for which the individual is eligible).Provide a billing statement indicating the amount owed and how it was determined, in the event the individual is not eligible for free care.Refund any amounts paid above the amount required by the FAP.Reverse any ECAs (e.g., removing adverse information from the credit report).Inova recognizes that not every patient, or patient's guarantor, is able to complete the financial assistance application or provide the required documentation. In such cases, Inova may deem patients presumptively eligible for Financial Assistance by utilizing a third-party to review a patient's, or the patient's Guarantor's, information to assess eligibility for financial assistance prior to placement to bad debt.The office responsible for determining that Covered Entities and/or Covered Providers have made reasonable efforts to determine whether an individual is FAP-eligible and therefore may engage in ECAs is: Patient Financial Services.In implementing this Policy, all Inova Covered Entities and Covered Providers shall comply with all other federal, state, and local laws, rules, binding agreements, and regulations that apply to activities conducted pursuant to this Policy.
PART III, Line 2 and 3: Actual bad debt expense is multiplied by the cost to charge ratio used in computing charity care expense in Part I. The provision for bad debts is recognized when providing an allowance for uncollectible accounts.There are no estimated amounts for bad debt expense attributable to patients under the organization's charity care policy.
PART v, SECTION B, LINES 7a AND 10a https://www.inova.org/about-inova/inova-your-community/community-health-needs-assessments
Part VI, Line 2: Inova Health System (IHS) completed a Community Health Needs Assessment (CHNA) in 2022 to identify priority health status and access issues for particular geographic areas and populations by focusing on the following questions: What are the biggest health challenges? Who is most affected? Where are the unmet needs for services? What are the health inequities?Inova's CHNAs consider multiple data sources, including secondary data (regarding demographics, health status indicators, and measures of health care access), assessments prepared by other organizations in recent years, and primary data derived from surveys, interviews, and focus groups of persons who represent the broad interests of the community, including those with expertise in public health.The following topics and data are assessed in Inova's CHNA report:Demographics, e.g., numbers and locations of people who are under-resourced or marginalized;Economic issues, e.g., poverty and unemployment rates, and impacts of state or local budget changes;Community issues, e.g., homelessness, housing, environmental concerns, crime, and availability of social services;Health status indicators, e.g. morbidity rates for various diseases and conditions, and mortality rates for leading causes of death;Health access indicators, e.g., uninsured rates, discharges for ambulatory care sensitive conditions (ACSC), and use of emergency departments for non-emergent care;Health disparities indicators; andAvailability of healthcare facilities and resources. The assessment identifies a list of significant community health needs.As a result of this work and previous work, three priority areas will be the focus for the next three years. While the approach to addressing these areas may differ from one community to another, the system-wide selection of priority areas will add value to efforts in each region. The two Directors of Community Health Programs are coordinating plans with Inova and community leaders to ensure plans are implemented effectively and in partnership with existing frameworks and resources in each of the respective communities. The two Directors of Community Health Programs are centralized to the system under the Chief of Community Health and thereby assure system coordinated efforts are centralized and reflective of Inova Health System's work across Northern Virginia.The local Public Health Departments also conduct community health assessments using the framework of the Mobilizing for Action through Planning and Partnerships (MAPP) process. Due to the timing of these processes, the jurisdictions did not conduct these assessments in 2022, but will be able to utilize the CHNA data in their upcoming processes.The MAPP process leads to an ongoing community-driven planning process that is designed to provide information for improving the community's delivery of the ten essential public health services. This process brings together a diverse group of key community stakeholders including local government, human service organizations, schools and universities, healthcare consumers, advocacy groups, hospitals, faith institutions, youth development organizations, economic and philanthropic groups, etc. to identify strengths and weaknesses in the ten essential areas to provide a foundation for community health planning. In addition to these activities, Inova is continually garnering feedback on existing safety net and community programs from participants through satisfaction surveys, focus groups, participating in regional and local health related groups such as the Northern Virginia Health Services Coalition, and meeting with various cultural and ethnic groups in the community. Internal utilization and outcomes data, review of best practices, regional and national benchmark data, and other external sources such as the Metropolitan Washington Council of Governments (COG) demographic data are used to develop strategic goals for health improvement activities. Collectively, all this information is utilized in assessing community health needs to guide strategic planning efforts. Due to significant changes to the social and health landscapes and to address Inova's Implementation Strategy, a structure was implemented in 2020 with a steering committee addressing system-wide approaches to improving CHNA-identified health needs and Regional Community Action Committees, consisting of Inova team members and community partners, identifying local needs and opportunities to develop partnerships to address them. The Steering Committee meets monthly to identify needs and opportunities throughout the system. The action committee also meets monthly and brings together representatives from multiple Inova departments, faith-based organizations and community partners.
Part VI, Line 3: Inova Health System utilizes a multifaceted approach to educate and inform patients and the public about Inova's Financial Assistance Policy (FAP) or sometimes referred to as the Charity Care Policy. Information regarding this policy is kept up to date and widely publicized on the Inova website and through signage. Upon admission to any Inova hospital or any visit to outpatient facilities or clinics including emergency departments, Inova has information posted regarding patient rights and responsibilities. In addition, Inova provides information about FAP and referrals to meet with Inova financial counselors who assist patients in completing Inova's financial assistance application. This financial information is reviewed by the Inova Patient Accounts Department with the patient contacted if additional information is required in order to make a determination. The patient is subsequently provided a letter, notifying them as to whether or not they qualify for financial assistance.Inova also has Medicaid eligibility workers on-site in all hospitals, in the Inova Cares Clinics (clinic for low income families) and in the community as part of the Partnership for Healthier Communities Access to Care program. Inova partners with schools across the jurisdiction to provide information about state funded health programs for children and contact information to meet with an eligibility worker responsible for enrolling families in state Medicaid programs. These eligibility workers also go out into the community attending community events such as health fairs, faith-based community activities and other family centered community events to proactively meet with families to encourage enrollment in programs for which they are eligible. Inova has a section of the public website dedicated to information about financial assistance resources.
Part VI, Line 4: Inova Health Care Services (IHCS) is a not-for-profit corporation and a subsidiary of the parent organization, Inova Health System Foundation (Inova). Inova provides healthcare and related services throughout Northern Virginia and the greater metropolitan Washington, D.C. area, including certain contiguous counties of Virginia and Maryland. Northern Virginia is one of the fastest growing urban communities in the United States. With approximately 1,304 square miles, the region is the most densely populated in the Commonwealth of Virginia. Northern Virginia is comprised of several distinct communities, including the cities of Alexandria, Fairfax, Falls Church, Manassas and Manassas Park, and the counties of Arlington, Fairfax, Loudoun, and Prince William. The eastern sections are urbanized with attendant health problems of overcrowding and increasing demand for health services and public programs. The western regions include rapidly growing communities and rural settings.The region's population served by IHCS is expected to grow steadily through 2035, adding approximately 24,000 people per year, according to the Metropolitan Washington Council of Governments ("MWCOG"). Population will be spurred by the long-term strength of the region's economy, high rates of in-migration and international immigration. The region's population that is 65 years of age and older is expected to grow 20% over the next 5 years, while the number of children will increase by about 4% during the same time period. (MWCOG and ESRI)Northern Virginia's racial and ethnic diversity is more pronounced than in the rest of the state. With increasing diversity, economically disadvantaged populations and multiple languages, the need for access to culturally appropriate, flexible health care continues to grow. The Northern Virginia geographic region in 2021 was 49% minority, while the nation reflects about 40% minority population in 2021 (American Community Survey (ACS) U.S. Census Bureau). Fairfax County, with more than one million residents, is the largest jurisdiction in Northern Virginia and has the largest minority population. In Fairfax County in 2021, Asians, Hispanics, and African Americans represented 47.4%, of the county's population, respectively (Fairfax County Economic, Demographic and Statistical Research, 2020 Decennial Census survey data). According to the US Census Bureau Small Area Health Insurance Estimates (SAHIE) in 2022 approximately 7.6% of the total population under the age of 65 (about 73,301 people) in Fairfax County lacked healthcare insurance. Of the people living in Fairfax County whose family incomes are at or below 200% of the federal poverty level, SAHIE estimates that 20.3% (about 26,459 people) were uninsured in 2022.Area residents most likely to be uninsured are those whose family incomes are at or below 200% of the poverty level, young adults (age 18-44), people of racial backgrounds other than White, unemployed individuals, part-time workers, and people who work at companies with fewer than 50 employees. Serving this population poses significant cultural and linguistic challenges, and these uninsured citizens are widely distributed in terms of age, geographic region, and health status.
Part VI, Line 5: Inova Health System's investment in the communities across Northern Virginia is evident through numerous focused community programs. These programs provide access to care for low income, uninsured, underinsured and vulnerable populations; promote health and wellness; increase health literacy; provide the support and infrastructure for disaster preparedness; and provide programs to support development of our future healthcare workforce to meet the healthcare needs of the communities served. All Inova healthcare facilities have open medical staffs to provide the maximum access to qualified physicians. A Community Board of Trustees provides fiscal and quality oversight for Inova Health Care Services' facilities to ensure the vision and mission of the organization is achieved.Access to Care ProgramsInova's Community Health Division is organized to address a wide-spectrum of community healthcare needs. In addition to the programs already described in the core form program, activities that provide infrastructure support and services focused on vulnerable populations to increase access to healthcare services for the communities served by Inova Health System include the following programs:Inova established a Safety Net Specialty Care Provider Network in partnership with Fairfax County. The physician leader engaged numerous community specialty care practices to accept referrals at Medicare rates from community primary care settings such as federally qualified health centers and free clinics. In order to ensure access to specialties not available at Inova, a specialty network including community providers was then established with the same referral arrangement. With funding support from the county, Inova facilitates payment to community specialists that are not part of Inova's charity care for patients otherwise unable to pay for those services. The program was designed utilizing an Inova coordinator who assists the referring clinic, the patient, and the specialty provider with scheduling and navigating the completion of required documentation. The specialties patients are able to access through this program include: Gastroenterology, Dermatology, Nephrology, Colorectal Surgery, Infectious Disease and Orthopedics. There were 847 patients who benefitted from the Safety Net Specialty Fund in 2024.Inova's Partnership for Healthier Communities (PHC) provides children and families with comprehensive application and enrollment assistance to connect them with an appropriate and affordable source of health care services. In 2024, the program assisted over 47,362 children and adults with access to a source of comprehensive health care services such as Medicaid, FAMIS or local safety net providers (4,863 in Medicaid/FAMIS). For continued care at the Inova Cares for Families (ICF), PHC has Team Members to assist patients in completing their applications for Inova Financial Assistance. In 2024, 4,704 ICF patients were approved for financial assistance with the help of PHC. PHC services include a drop-off location for all community patients, in order to assist them in submitting their financial assistance applications in-person. 12,440 patients were assisted at the community drop-off location in 2024. Care Connection for Children (CCC) is part of the Virginia Department of Health statewide network of excellence serving children and youth with special healthcare needs. The caring teams partner with families to coordinate care and connect to medical and community services that are specific to each child's unique needs. Services are always free and provided regardless of income or insurance. In 2025, CCC served 653 families.Inova Cares for Community BridgingInova Cares for Community Bridging (ICCB) was developed to bridge gaps in care that patients experience as they transfer across care delivery settings between illness and recovery. The service focuses on transitional medical care and community collaboration in order to improve health outcomes of patients at the highest risk who lack access to needed resources. ICCB has locations in Alexandria, Fairfax and Leesburg. The services offered support patients being discharged from an Inova hospital or Inova emergency room who either do not have a medical home or cannot get an appointment with their Primary Care Provider (PCP) within 72 hours following a hospital admission. Patients are typically followed by a hospitalist or nurse practitioner for one to three visits, while the patient and the care team work together to establish a permanent medical home in the community for the patient or transition the patient back to their PCP. Care includes medication reconciliation, medical management and anti-coagulation management if needed as well as referrals to assist with social drivers of health. ICCB seeks to provide services that will enhance the lives of patients so that they may better manage their healthcare and live longer, more productive lives. In 2024, ICCB served 4,645 patients with 6,765 visit encounters. Inova Kellar Center Inova Kellar Center (IKC) is a community based behavioral health program and special education school founded by Inova in 1991 with a gift from Fairfax County residents, Art and Betty Kellar, to address a gap in mental health and substance abuse services for children and adolescents. In addition to offering a full continuum of mental health, IKC provides a private special education day school for students with emotional, social, and behavioral needs at The Kellar School. Children and adolescents who have not been successful in the public-school settings and may be at-risk for being removed from the community due to an emotional disability, learning disability, autism or other health impairment, receive academic instruction within a therapeutic environment. For adolescents who require intense mental health interventions, the Center also provides an afterschool Intensive Outpatient Program for mental health and co-occurring disorders and a full day Partial Hospitalization Program for adolescents who are in crisis and unable to attend school. The treatment services and programs are provided to children and families regardless of ability to pay. The Center provided 22,386 hours of special education to children, adolescents, and families in 2024. Inova Ewing Forensic Assessment and Consultation Teams (FACT)The Inova Ewing FACT Department (FACT) is a comprehensive, outpatient forensic nursing program for children and adults. Established in the late 1990s, the Inova Ewing FACT Department has provided specialized care for victims of sexual abuse, domestic violence, human trafficking, and child abuse. FACT serves all of Northern Virginia including Fairfax, Arlington, Loudoun, and Prince William counties, the cities of Alexandria and Falls Church, parts of Fauquier and Stafford counties, military installations, universities and the FBI. The department also performs courtesy exams for outlying jurisdictions including the District of Columbia, Maryland, West Virginia and beyond. In 2024, the department had 955 patient encounters. The program has grown significantly over the years and now provides services in the areas of sexual assault, intimate partner/domestic violence, physical child abuse, strangulation, and human sex trafficking. The department has clinics available to patients in Falls Church, Leesburg, Vienna, and Alexandria. In 2024, the department hired three individuals to support the new Hospital-Based Violence Intervention Program (HVIP), a program for victims of community violence, exclusively to patients of Inova Fairfax Hospital. Health Promotion and Preventative Care ProgramsTo support patients experiencing food insecurity, Inova continued to run emergency food pantries in ten locations. The pantries serve patients experiencing food insecurity, and in 2024, Inova served more than 1,200 patients and more than 4,500 household members. Also in 2024, Inova opened its first inpatient food pantry for food insecure patients at Inova Alexandria Hospital. Inova also continued to grow the Inova Healthy Plate Club (IHPC), which helps children and their families increase vegetable consumption and learn about the importance of healthy eating. In 2024, IHPC reached nearly 2,200 students. Three hundred students participated in the virtual program and 66 classes were taught, for more than 1,000 interactions. For the in-person program, over 260 students participated and 120 classes were taught, for more than 1600 interactions. IHPC also taught nearly 1,500 PreK - 2nd grade students in their classrooms.During the holidays, Inova Team Members came together to donate over 3,000 pounds of food to patients in-need. The food went to patients at Inova Cares for Women & Children; Inova Cares for Families; Care Connection for Children; the Inova Fairfax Lung Transplant & Cystic Fibrosis Center; and more.
Part VI, Line 6: Organization is part of Inova Health System included in descriptions in narrative responses to Part VI, lines 4-5 and reporting of related organizations in Schedule R.
PART VI, Line 7: Organization has no state filings.
PART VI, LINE 5 Continued: Language and Disability ServicesThe Language and Disability Services Department is dedicated to ensuring equal access to Inova's services regardless of language preference or the need for special accommodations. In support of patient safety and satisfaction, language interpretation and document translations are provided at every Inova facility to facilitate communication with the 16.59% of Inova's patient population who are Limited English Proficient (LEP) and the 0.14% of clients who are Deaf or Hard of Hearing (D/HH). In 2024, staff and contracted medical interpreters delivered 302,155 hours of interpretation available in 380 languages, and 18,162 hours in American Sign Language. Additionally, all vital documents totaling 1,504,642 words were translated, not only into Inova's 9 top designated languages, but from a multitude of languages to English to facilitate safe and equal access to patient care. Inova's patients have access 24/7 to pre-scheduled in-person vendors (102+ languages, system-wide), trained bilingual staff and volunteers (446 participants representing 56 languages in 55 locations), telephonic interpreter services (450+ languages, system-wide) and video remote interpreting (92 languages in more than 357 locations throughout Inova's area of operations with more than 1,000 Inova owned deployed devices). Inova's approach to services by language volume closely parallels the published results of the Virginia Department of Health 2020 Language Needs Assessment Report. The 2020 census language analysis for the State of Virginia continues to validate Inova's approach to language services as one that assures meaningful access to the services.Cash and In-Kind Contributions to Community GroupsInova donates space, cash, and in-kind support such as utilities, landscaping/grounds keeping, housekeeping, and donated staff time to a number of community groups and services. Inova provides financial support to NOVA Scripts Central, the Center for Multicultural Human Services, Loudoun Cares, Loudoun Child Advocacy Center, Loudoun Free Clinic, Virginia Healthcare Foundation and other needed patient supports. In 2024, Inova donated over $2.9 million to these groups covering both cash and in-kind transactions.Additionally, as part of Inova's efforts to harness the collective power of community partners, agencies, and organizations to create positive social impact, as well as addressing social drivers of health, Inova provided over $1,000,000 in community opportunity support. Applicants were required to present programs, requests, or projects addressing the community health needs described in the Inova Community Health Needs Assessments. The following programs were funded in 2024.Afghan-American Women's Association - $25,315: Afghan-American Women's Association (A-AWA) aims to facilitate community services, integration support and cultural programs for Afghan women and displaced families. This funding will help (A-AWA) provide Afghan refugees with tools and resources to address their mental health needs and navigate the complexities of resettlement, while preserving their dignity and culture.Alexandria Seaport Foundation - $25,000: Alexandria Seaport Foundation provides a safe haven where youth can learn career and life skills through one-on-one mentoring, personalized instruction, and project-based learning by building skills, self-worth, and community for young adults, ages 18-23, who need direction and support. This fund will help Alexandria Seaport Foundation continue their program and serve young adult ages 18 to 23 who need a new start. This includes access to high quality mental and behavioral health services to help them build the capabilities needed to join the labor force or pursue education and become long-term connected citizens.Alexandria Soccer Association - $25,000: Alexandria Soccer Association (ASA) was established to offer soccer and futsal programs for participants of all abilities and ages. The mission of ASA is to connect and engage the community as a leader in high quality, accessible sports programs that positively impact Alexandria. This grant will support Access4All program, which focuses on informing families of health care opportunities, providing support and mental health access for students, and providing financial relief by providing snacks and meals for students.True Ground Housing Partners - $25,000: Arlington Partnership for Affordable Housing provides quality, affordable housing plus resident-centered programming to help the residents make the most of their home. This grant will support their Arts Therapy and Senior Prom programs. These programs encourage senior citizens to form strong bonds among each other, build social networks, and help to prevent isolation in the senior community.Carpenter's Shelter - $25,000: Carpenter's Shelter supports people experiencing homelessness, and those at-risk, to achieve sustainable independence through shelter and housing placement, guidance, education, and advocacy. Through this funding, Carpenter's Shelter will provide healthcare services, health screenings, mental health support, case management and housing location assistance for people with unstable housing.Girls on the Run of NOVA - $25,000: Girls on the Run of NOVA implements programs that address social and emotional health while building confidence of young girls. The funding will facilitate programs that provide mental health resources and outreach, and foster environments that reduce anxiety for elementary and middle school girls.Just Neighbors Ministry, Inc. - $25,000: Just Neighbors Ministry provides direct legal services to immigrants in support of their immigration status. These services empower immigrants to become self-sufficient, stable, and independent community members. Through this funding Just Neighbors Ministry will expand their Immigrant-Focused Medical Legal Partnership (IMLP) program which is aimed at helping uninsured immigrant families gain knowledge and legal representation that will give them greater access to an immigration benefit, including longer-term and comprehensive health care.Learn & Live Wholestic Health Services - $24,490: Learn & Live Holistic Health Services provides affordable healthcare services, including medical care, counseling, and mediation to uninsured immigrants. The funds will enable Learn & Live Holistic Health Services provide culturally sensitive mental health literacy services, improve mental health disorder screening, and increase healthcare access for uninsured immigrants.La Cocina VA DBA Kitchen of Purpose - $25,000: Kitchen of Purpose was established to empower Latino immigrant community with culinary job training to address the barriers often faced by new arrivals. This funding will support their programs that address the need in low-income communities for jobs that pay family-sustaining wages.Lorton Community Action Center - $25,000: Lorton Community Action Center was established to enhance the quality of life by providing food, basic needs, and self-sufficiency programs through the generous support of the community. This grant will enable Lorton Community Action Center to provide weekly assistance to low-income families to increase their access to healthy food.Loudoun Hunger Relief - $35,000: Loudoun Hunger Relief (LHR) is Loudoun County's primary emergency grocery resource. LHR assists families in need with nutritious food, education, and community partnerships. This funding will help Loudoun Hunger Relief establish a pantry and Human Services Center, which will provide access to economically stabilizing services in a central location in Sterling.Medical Care for Children Partnership Foundation - $25,000: Medical Care for Children Partnership Foundation provides access to quality, comprehensive medical and oral health care services for low-income, uninsured children aged 0-19. Particularly, those from working families who struggle to find a medical and dental home. This funding will support Medical Care for Children Partnership Foundation's program that focuses on improving access to dental care for vulnerable populations. Thereby, contributing to the overarching goal of enhancing community health and well-being.Planning for Senior Life - $25,000: Planning for Seniors Life focuses on enriching the lives of older adults, special needs clients, and their families. This is achieved by empowering them to age gracefully and independently in place with dignity and fulfillment. This grant will allow Planning for Senior Life to collaborate with healthcare facilities to collect durable medical equipment and provide mobility equipment to low-income, under- or uninsured older adults.
PART VI, LINE 5 Continued: Prevention of Blindness Society - $25,000: The Prevention of Blindness Society of Metropolitan Washington (POB) is a charitable eye health nonprofit dedicated to the improvement and preservation of sight and quality of life by providing services and education, and by championing healthy vision and innovation to everyone in DC, Northern Virginia, and Maryland's Prince George's and Montgomery Counties. This funding will support their "See for Yourself" program. It will address the growing demand for glaucoma treatment by providing education, screening, and links to treatment in underserved communities. The program equips adults with the knowledge to remain vigilant over their eye health and to create a pathway for underserved people to engage with the health system. Centers for Opportunity- $25,000: Recovery Program Solutions of Virginia (RPSV) was founded to address the gaps in services for adults in recovery from mental health, substance use, and homelessness wellness challenges in Northern Virginia. This funding will allow Recovery Program Solutions of Virginia to identify individuals in need of employment support and provide skill development workshops, outreach and job placement services.Ryan Bartel Foundation - $25,000: Ryan Bartel Foundation delivers upstream mental wellness programs that build confidence, well-being, and positive mental health in teens. This funding will help Ryan Bartel Foundation expand the community mental wellness program FORT, which provides a safe, healing community space for teens to de-stress and connect with peers, fostering belonging and acceptance.Shepherd's Center of Northern Virginia - $25,000: Shepherd's Center of Northern Virginia promotes and supports purposeful, independent living for adults age 50+ through free transportation assistance, minor home repairs, volunteer opportunities, lifelong learning, and cultural enrichment opportunities. Funding will support Shepherd's Center of Northern Virginia in providing free transportation to older adults for their medical appointments and community destinations of choice. Additionally, it will enable older adults to continue to live independently in their homes and to provide opportunities for them to lead healthier and more socially engaged lives.The Center for Alexandria's Children - $25,000: The Center for Alexandria's Children works towards minimizing the trauma children face after disclosing abuse. Funding will support the Center for Alexandria's Children's programs that provide children who have experienced trauma and abuse with streamlined access to mental health services and specialized assessment and treatment. The Chris Atwood Foundation - $28,686: The Chris Atwood Foundation (The CAF) was founded in in response to a tragic overdose death of a 21-year-old Northern Virginia resident. Its mission is to save lives from overdose and support recovery from substance use disorder (SUD) and co-occurring mental illness. The funding will enable Chris Atwood Foundation to hire a Certified Peer Recovery Specialist to ensure residents with substance use disorder or co-occurring mental health issues receive recovery coaching, recovery plans, transportation assistance, employment assistance and resource navigation.The Fenwick Foundation - $35,000: The Fenwick Foundation provides dental care and treatment, vision care, and a wide range of therapeutic recreational activities to low income population, older adults, immigrants, active military, veterans, caregivers, and individuals with disabilities. This funding will allow The Fenwick Foundation to provide free dental care to under-resourced patients through mobile and portable dentistry.The Links, Incorporated - $25,000: The Links, Incorporated is an international, not-for-profit corporation that promotes and engages in educational, civic and inter-cultural activities that enrich the lives of members of the Black community at large. The cornerstone of services are five programming facets - Services to Youth, The Arts, National Trends and Services, International Trends and Services, and Health and Human Services. The funding will support The Links Inc facilitate programs that address issues related to heart health, economic stability, mental health and childhood obesity in the African American community.Wesley Housing - $25,000: Wesley Housing was founded to build and to preserve permanent housing options for persons with low and to moderate incomes across the Washington, DC metro area. This funding will support Wesley Housing's programs that promotes economic stability by prioritizing stable housing through eviction prevention and diversion services. Thus, ensuring households with low income have a stable and an affordable living situation, community members to obtain new job skills, and to have the opportunity to improve their health. Women Giving Back - $25,000: Women Giving Back provides women and children in crisis with basic human needs (clothing, food, diapers, toiletries, school supplies) and supportive services in health care information and referrals, job/career skills, and financial literacy to aid their return to economic stability. This grant will help Women Giving Back launch a "Nonprofit Hub" featuring partnerships that will significantly increase community access to local healthcare resources and support economic stability.
Schedule H (Form 990) 2024
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
INOVA HEALTH CARE SERVICES
 
Employer identification number

54-0620889
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes 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
 
 
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
 
 
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
 
No
8
Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................
8
 
No
9
If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) (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
1J STEPHEN JONES MD
PRESIDENT/CEO
(i)

(ii)
2,203,308
-------------
0
3,718,894
-------------
0
583,765
-------------
0
40,250
-------------
0
33,234
-------------
0
6,579,451
-------------
0
0
-------------
0
2JAMES ECKLUND
PRESIDENT NEUROSCIENCES
(i)

(ii)
1,317,760
-------------
0
763,106
-------------
0
265,882
-------------
0
70,750
-------------
0
30,221
-------------
0
2,447,719
-------------
0
0
-------------
0
3JOHN HAMILTON
PHYSICIAN
(i)

(ii)
1,240,779
-------------
0
960,213
-------------
0
2,322
-------------
0
70,750
-------------
0
32,361
-------------
0
2,306,425
-------------
0
0
-------------
0
4TONI ARDABELL
CHIEF CLINICAL ENTERPRISE
(i)

(ii)
1,041,965
-------------
0
744,712
-------------
0
223,898
-------------
0
70,750
-------------
0
3,147
-------------
0
2,084,472
-------------
0
0
-------------
0
5JOHN PHIPPS
CHIEF CARE TRANSFORMATION OFFICER
(i)

(ii)
663,112
-------------
0
409,754
-------------
0
909,948
-------------
0
69,203
-------------
0
23,797
-------------
0
2,075,814
-------------
0
0
-------------
0
6NICHOLAS SZARY
PHYSICIAN
(i)

(ii)
554,800
-------------
0
1,408,616
-------------
0
1,242
-------------
0
47,750
-------------
0
401
-------------
0
2,012,809
-------------
0
0
-------------
0
7CHRISTOPHER O'CONNOR
PRESIDENT IHVI
(i)

(ii)
1,084,987
-------------
0
631,754
-------------
0
234,896
-------------
0
46,616
-------------
0
12,730
-------------
0
2,010,983
-------------
0
67,868
-------------
0
8ANUJ NARANG
PRESIDENT IFMC & PEDS SERVICES
(i)

(ii)
953,620
-------------
0
565,798
-------------
0
7,233
-------------
0
304,798
-------------
0
36,100
-------------
0
1,867,549
-------------
0
0
-------------
0
9TERRI FEELY
CHIEF PEOPLE OFFICER IHS
(i)

(ii)
786,782
-------------
0
578,739
-------------
0
316,962
-------------
0
102,276
-------------
0
40,628
-------------
0
1,825,387
-------------
0
278,574
-------------
0
10JOHN GAUL
SECRETARY
(i)

(ii)
802,093
-------------
0
578,739
-------------
0
298,805
-------------
0
71,187
-------------
0
37,624
-------------
0
1,788,448
-------------
0
275,872
-------------
0
11JOHN MOYNIHAN
PRESIDENT SURGICAL SERVICE
(i)

(ii)
959,924
-------------
0
473,210
-------------
0
195,253
-------------
0
70,750
-------------
0
25,462
-------------
0
1,724,599
-------------
0
0
-------------
0
12NILESH VYAS
DIVISION CHIEF
(i)

(ii)
1,236,994
-------------
0
360,082
-------------
0
810
-------------
0
58,019
-------------
0
34,757
-------------
0
1,690,662
-------------
0
0
-------------
0
13MATTHEW KULL
CHIEF INFORMATION DIGITAL STRATEGY
(i)

(ii)
785,571
-------------
0
578,916
-------------
0
41,711
-------------
0
92,759
-------------
0
25,777
-------------
0
1,524,734
-------------
0
0
-------------
0
14ZOBAIR YOUNOSSI
FORMER RESEARCH PHYSICIAN
(i)

(ii)
197,822
-------------
0
449,380
-------------
0
757,688
-------------
0
3,668
-------------
0
1,924
-------------
0
1,410,482
-------------
0
0
-------------
0
15SUSAN CARROLL
PRESIDENT ILH
(i)

(ii)
664,576
-------------
0
397,282
-------------
0
148,186
-------------
0
113,695
-------------
0
37,228
-------------
0
1,360,967
-------------
0
0
-------------
0
16HARVEY MCDUFFIE
SVP PRESIDENT INOVA REALTY
(i)

(ii)
653,109
-------------
0
388,418
-------------
0
148,137
-------------
0
47,750
-------------
0
33,867
-------------
0
1,271,281
-------------
0
0
-------------
0
17STEPHEN MOTEW
FORMER CHIEF CLINICAL ENTERPRISE
(i)

(ii)
313,651
-------------
0
871,919
-------------
0
4,044
-------------
0
41,117
-------------
0
7,761
-------------
0
1,238,492
-------------
0
0
-------------
0
18ALICE POPE
TREASURER-CFO, ENDING 1/1/24
(i)

(ii)
355,059
-------------
0
766,178
-------------
0
4,338
-------------
0
67,721
-------------
0
5,605
-------------
0
1,198,901
-------------
0
0
-------------
0
19RICARDO TALENTO
TREASURER-CFO, BEG 1/1/24
(i)

(ii)
513,514
-------------
0
182,773
-------------
0
6,089
-------------
0
139,121
-------------
0
35,227
-------------
0
876,724
-------------
0
0
-------------
0
20CHRISTOPHER CHIANTELLA
FORMER CHIEF MEDICAL OFFICER
(i)

(ii)
362,010
-------------
0
161,061
-------------
0
66,407
-------------
0
58,681
-------------
0
24,836
-------------
0
672,995
-------------
0
0
-------------
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 3 The following methods were used by Inova Health System Foundation, a related organization, to establish the compensation of IHCS's CEO for the tax year: Compensation committee Independent compensation consultant Written employment contract Compensation survey or study Form 990 of other organizations Approval by the board or compensation committee
Part I, Lines 4a-b Part I, Line 4a: Severance Payments: John Phipps $710,805 Zobair Younossi $756,838 Severance amounts were paid within 24 months after separation from service. Part I, Line 4b: SERP Plan Payments: Toni Ardabell $200,677 Susan Carroll $144,184 Christopher Chiantella $54,251 James Ecklund $254,347 Terri Feely $308,251 John Gaul $286,467 J. Stephen Jones $521,941 Harvey McDuffie $130,833 John Moynihan $159,394 Christopher O'Connor $212,798 John Phipps $188,276 The Supplemental Executive Retirement Plan (SERP) is a nonqualified retirement plan. Employees eligible to participate are at level of Assistant Vice President and above. Each year, a certain percentage of each participant's base salary is contributed to the SERP ranging from 10% to 25%, depending on the position. Vesting for each contribution will be three years from the award date, and participants are paid out immediately upon vesting. At age 62 and later, participants are 100% vested at the time of each annual award and paid out immediately upon vesting. Any vested balance is paid to participants as a taxable event.
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
INOVA HEALTH CARE SERVICES
 
Employer identification number
54-0620889
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 Industrial Development Authority of Fairfax County Virginia
 
91-1920228 303823KX5 12-17-2014 209,030,800 See Part VI   X   X   X
B Industrial Development Authority of Fairfax County Virginia
 
91-1920228 303823LM8 05-11-2016 178,341,611 See Part VI   X   X   X
C Industrial Development Authority of Fairfax County Virginia
 
91-1920228 303823LR7 05-11-2016 99,685,000 See Part VI   X   X   X
D industrial Development Authority of Fairfax County Virginia
 
91-1920228 303823MX3 07-31-2018 484,976,577 See Part VI   X   X   X
Industrial Development Authority of Fairfax County Virginia
 
91-1920228 30382VAU0 04-21-2022 399,894,696 see Part VI   X   X   X
Industrial Development Authority of Fairfax County Virginia
 
91-1920228 30382VAW6 05-15-2023 154,369,150 See Part VI   X   X   X
Industrial Development Authority of Fairfax County Virginia
 
91-1920228 30382VAZ9 08-08-2024 400,005,435 See Part VI   X   X   X
Part
Proceeds
A B C D
1 Amount of bonds retired .................. 20,000,000 28,915,000 3,360,000 119,030,000
2 Amount of bonds legally defeased ..............        
3 Total proceeds of issue .................. 209,717,891 181,714,070 99,685,000 488,409,106
4 Gross proceeds in reserve funds .............        
5 Capitalized interest from proceeds .............        
6 Proceeds in refunding escrows ...............        
7 Issuance costs from proceeds ...............        
8 Credit enhancement from proceeds .............        
9 Working capital expenditures from proceeds .............        
10 Capital expenditures from proceeds ............. 209,717,891 113,261,190 51,910,083 268,358,015
11 Other spent proceeds ............. 399,894,696 181,714,070 99,685,000 220,051,092
12 Other unspent proceeds .............   781 355,201,098  
13 Year of substantial completion ............. 2017 2023
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?                
c Are there any research agreements that may result in private business use of bond-financed property? ............. X   X   X   X  
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property? X   X   X   X  
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government .... 0.600 % 1.700 % 1.300 % 0.400 %
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 ......... 0 % 1.800 % 0.900 % 0.100 %
6 Total of lines 4 and 5 ............. 0.600 % 3.500 % 2.200 % 0.500 %
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
Date Rebate Computation Performed Issuer Name: Industrial Development Authority of Fairfax County, Virginia Date the Rebate Computation was Performed: 12/17/2024 Issuer Name: Industrial Development Authority of Fairfax County, Virginia Date the Rebate Computation was Performed: 05/11/2021 Issuer Name: industrial Development Authority of Fairfax County, Virginia Date the Rebate Computation was Performed: 05/15/2024
PART I, COLUMN F, DESCRIPTION OF PURPOSE Bond A 1) Construct, renovate and expand certain portions of IFH, IMVH and IFOH Bond B 1) Refund prior bonds - portion of 2009A issued 4/16/09 (advance) and portion of 2012C issued 8/23/12 (current) Bond C 1) Refund prior bonds - portion of 2012C issued 8/23/12 Bond D 1) Refund prior bonds-2000 issued 03/23/2000; 2005C issued 05/12/2005;2017 issued 12/27/2017 2)Expansion of Inova Loudoun Hospital and a variety of projects at IFMC Bond E 1) Refund prior bonds - 2012AB issued 8/23/2012; 2012D issued 12/20/2012; $20 million of 2014A issued 12/17/2014 Bond F 1) Refund prior bonds - 2005A-1 issued 5/12/2005; 2) a variety of capital projects at IFMC, IFOH and IMVH Bond G 1) A variety of capital projects at Inova Fairfax Medical Campus, Inova Fair Oaks Medical Campus, Inova Mount Vernon Hospital and Inova Franconia-Springfield Hospital
PART II, LINE 3, PROCEEDS Part II, line 3. 2014A bonds Issue price 209,030,800 Earnings 687,091 Total proceeds 209,717,891 Part II, line 3. 2016A bonds issue price 178,341,611 escrow earnings 3,372,459 total proceeds 181,714,070 Part II, line 3. 2018AB bonds issue price 484,976,577 escrow earnings 3,432,529 total proceeds 488,409,106 Part II, line 3. 2023 bonds issue price 154,369,150 escrow earnings 2,457,822 total proceeds 156,826,971 Part II, line 3. 2024 bonds issue price 400,005,435 escrow earnings 7,105,746 total proceeds 407,111,181
Schedule K (Form 990) (Rev. 1-2025)

Additional Data


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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
INOVA HEALTH CARE SERVICES
 
Employer identification number
54-0620889
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 Industrial Development Authority of Fairfax County Virginia
 
91-1920228 303823KX5 12-17-2014 209,030,800 See Part VI   X   X   X
B Industrial Development Authority of Fairfax County Virginia
 
91-1920228 303823LM8 05-11-2016 178,341,611 See Part VI   X   X   X
C Industrial Development Authority of Fairfax County Virginia
 
91-1920228 303823LR7 05-11-2016 99,685,000 See Part VI   X   X   X
D industrial Development Authority of Fairfax County Virginia
 
91-1920228 303823MX3 07-31-2018 484,976,577 See Part VI   X   X   X
Industrial Development Authority of Fairfax County Virginia
 
91-1920228 30382VAU0 04-21-2022 399,894,696 see Part VI   X   X   X
Industrial Development Authority of Fairfax County Virginia
 
91-1920228 30382VAW6 05-15-2023 154,369,150 See Part VI   X   X   X
Industrial Development Authority of Fairfax County Virginia
 
91-1920228 30382VAZ9 08-08-2024 400,005,435 See Part VI   X   X   X
Part
Proceeds
A B C D
1 Amount of bonds retired .................. 20,000,000 28,915,000 3,360,000 119,030,000
2 Amount of bonds legally defeased ..............        
3 Total proceeds of issue .................. 209,717,891 181,714,070 99,685,000 488,409,106
4 Gross proceeds in reserve funds .............        
5 Capitalized interest from proceeds .............        
6 Proceeds in refunding escrows ...............        
7 Issuance costs from proceeds ...............        
8 Credit enhancement from proceeds .............        
9 Working capital expenditures from proceeds .............        
10 Capital expenditures from proceeds ............. 209,717,891 113,261,190 51,910,083 268,358,015
11 Other spent proceeds ............. 399,894,696 181,714,070 99,685,000 220,051,092
12 Other unspent proceeds .............   781 355,201,098  
13 Year of substantial completion ............. 2017 2023
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?                
c Are there any research agreements that may result in private business use of bond-financed property? ............. X   X   X   X  
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property? X   X   X   X  
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government .... 0.600 % 1.700 % 1.300 % 0.400 %
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 ......... 0 % 1.800 % 0.900 % 0.100 %
6 Total of lines 4 and 5 ............. 0.600 % 3.500 % 2.200 % 0.500 %
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
Date Rebate Computation Performed Issuer Name: Industrial Development Authority of Fairfax County, Virginia Date the Rebate Computation was Performed: 12/17/2024 Issuer Name: Industrial Development Authority of Fairfax County, Virginia Date the Rebate Computation was Performed: 05/11/2021 Issuer Name: industrial Development Authority of Fairfax County, Virginia Date the Rebate Computation was Performed: 05/15/2024
PART I, COLUMN F, DESCRIPTION OF PURPOSE Bond A 1) Construct, renovate and expand certain portions of IFH, IMVH and IFOH Bond B 1) Refund prior bonds - portion of 2009A issued 4/16/09 (advance) and portion of 2012C issued 8/23/12 (current) Bond C 1) Refund prior bonds - portion of 2012C issued 8/23/12 Bond D 1) Refund prior bonds-2000 issued 03/23/2000; 2005C issued 05/12/2005;2017 issued 12/27/2017 2)Expansion of Inova Loudoun Hospital and a variety of projects at IFMC Bond E 1) Refund prior bonds - 2012AB issued 8/23/2012; 2012D issued 12/20/2012; $20 million of 2014A issued 12/17/2014 Bond F 1) Refund prior bonds - 2005A-1 issued 5/12/2005; 2) a variety of capital projects at IFMC, IFOH and IMVH Bond G 1) A variety of capital projects at Inova Fairfax Medical Campus, Inova Fair Oaks Medical Campus, Inova Mount Vernon Hospital and Inova Franconia-Springfield Hospital
PART II, LINE 3, PROCEEDS Part II, line 3. 2014A bonds Issue price 209,030,800 Earnings 687,091 Total proceeds 209,717,891 Part II, line 3. 2016A bonds issue price 178,341,611 escrow earnings 3,372,459 total proceeds 181,714,070 Part II, line 3. 2018AB bonds issue price 484,976,577 escrow earnings 3,432,529 total proceeds 488,409,106 Part II, line 3. 2023 bonds issue price 154,369,150 escrow earnings 2,457,822 total proceeds 156,826,971 Part II, line 3. 2024 bonds issue price 400,005,435 escrow earnings 7,105,746 total proceeds 407,111,181
Schedule K (Form 990) (Rev. 1-2025)

Additional Data


Software ID:  
Software Version:  

Schedule L
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Transactions with Interested Persons
Complete if the organization answered "Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c, or Form 990-EZ, Part V, line 38a or 40b.
Attach to Form 990 or Form 990-EZ.
Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
Open to Public Inspection
Name of the organization
INOVA HEALTH CARE SERVICES
 
Employer identification number

54-0620889
Part I
Excess Benefit Transactions (section 501(c)(3), section 501(c)(4), and section 501(c)(29) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.
1(a) Name of disqualified person (b) Relationship between disqualified person and organization (c) Description of transaction (d) Corrected?
Yes No
2
Enter the amount of tax incurred by the organization managers or disqualified persons during the year under section 4958. ........................... $
 
3
Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ........ $
 

Part II
Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990-EZ, Part V, line 38a, or Form 990, Part IV, line 26; or if the organization reported an amount on Form 990, Part X, line 5, 6, or 22
(a) Name of interested person (b) Relationship with organization (c) Purpose of loan (d) Loan to or from the organization? (e) Original principal amount (f) Balance due (g) In default? (h) Approved by board or committee? (i) Written agreement?
To From Yes No Yes No Yes No
Total ............... $  
Part III
Grants or Assistance Benefiting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of assistance (d) Type of assistance (e) Purpose of assistance
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990) (Rev. 1-2025)
Schedule L (Form 990) (Rev. 1-2025)
Page 2
Part IV
Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of transaction (d) Description of transaction (e) Sharing of organization's revenues?
Yes No
(1) Matthew Moynihan Relative of Key Employee 696,638 John Moynihan employed under Inova Health Care Services. Services provided at arm's length and customary rates.   No
(2) Stephen Ryeczek Relative of Key Employee 144,162 Toni Ardabell employed under Inova Health Care Services. Services provided at arm's length and customary rates.   No
(3)  
 
        No
Part V
Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).
Return Reference Explanation
Schedule L (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
INOVA HEALTH CARE SERVICES
 
Employer identification number

54-0620889
Return Reference Explanation
Box C, Doing Business As Inova Health Care Services (IHCS) Fictitious names: Access of Alexandria Access of Fairfax Access of Reston/Herndon American Medical Collection Bureau Fair Oaks Hospital Fairfax Hospital Inova Behavioral Health Services Inova Blood Donor Services Inova Breast Care Center-Alexandria Inova Breast Care Center-Woodbridge Inova Employee Assistance, Inc. Inova Fair Oaks Hospital Inova Fairfax Hospital Inova Fairfax Hospital Auxiliary Inova Health System Inova HealthPlex Inova HealthSource Inova Mount Vernon Hospital Inova Pathology Associates Inova Pathology Institute Inova Surgery Center Medibill Military to Medicine Mount Vernon Hospital Radiology Imaging Associates, LLC The Fairfax Hospital The Mount Vernon Hospital Treasure Trove Universal Financial Services Virginia Heart Hospital
PART III, LINE 4A Women's Health: Inova Women's Health Services is the largest program in the Mid-Atlantic region, providing services for 19,628 births in 2024. Obstetric services provided include: delivery, high risk prenatal care, inpatient and outpatient obstetrics/gynecologic surgery, and regular and specialty nursery care. Inova Fairfax Hospital is ranked among the best hospitals in the nation for obstetrics & gynecology by U.S. News & World Report for Gynecology. IFH, IFOH, IAH and ILH provide obstetric services to low-income patients through the Inova Cares for Women with 39,543 encounters in 2024. Inova Alexandria Hospital also works with the Casey Clinic, now run by a healthcare community partner Neighborhood Health, a Federally Qualified Health Center (FQHC) receiving funding from the State of Virginia, the City of Alexandria and the Alexandria Health Department, providing obstetric services to low-income patients. In addition, obstetrical and pediatric services are provided by ILH's hospital-based Natural Birth Center and nursery care. ILH also offers Level IIIA Neonatal ICU specialty services and access to Inova Children's Level IV NICU in Fairfax for higher-level care. Pediatrics: Inova L.J. Murphy Children's Hospital is Northern Virginia's only children's hospital, a regional tertiary and quaternary referral center with 226 licensed acute care beds, providing the highest level of care. Inova L.J. Murphy Children's Hospital is home to the only Pediatric Intensive Care Unit and Pediatric Trauma Center in the region, as well as the region's only Level IV Neonatal ICU (NICU). Inova L.J. Murphy Children's Hospital is consistently ranked among the best hospitals in the nation for neonatology care by U.S. News and World Report and the NICU is the first in the nation to receive The Joint Commission's Gold Seal of Approval for Prematurity. In 2024, Inova Children's Hospital treated nearly 62,000 visits to children in its Pediatric Emergency Department, more than 10,300 admissions in inpatient units, and performed more than 6,400 surgeries. Inova Loudon Hospital operates a dedicated pediatric emergency room that provided 19,648 visits in 2024. In addition, ILH operates a 14-bed pediatric unit that provides for inpatient hospitalizations. Inova Children's Hospital provides a complete range of expert, subspecialized children's services in more than 40 subspecialties, including pediatric cardiac surgery, pediatric cancer care, pediatric orthopedics and sports medicine, pediatric spine surgery, pediatric neurology and neurosurgery. As of December 31, 2024, there are 108 Level IV NICU bassinets. Inova provides a primary care medical home for children of low-income families that are uninsured or have Medicaid through the Inova Cares for Children and Inova Cares for Families. In 2024, the Inova Cares for Children provided 34,716 visits at an unreimbursed cost of $2.7 million. Cancer Care: Inova Schar Cancer Institute (Inova Schar) is a state-of-the-art cancer care destination, offering medical and surgical oncology, radiation therapy services and outpatient infusion clinics in the DC-Metropolitan area. The comprehensive program is designed to meet the needs evolving in the region. The Inova Schar team is comprised of 1,000+ doctors, researchers, nurses, cancer specialists and emotional support experts. The team delivers the nation's highest standard of compassionate, expert, multi-disciplinary and holistic cancer care customized to the needs of each patient. Inova Schar's coordinated model puts the patient at the center, allowing them to see their entire care team in one visit, at one location, improving communication and minimizing travel time. Nationally renowned specialists, surgeons, genetic counselors and leading researchers are backed by the latest in drug discovery, clinical trials, research and advanced treatments. Inova Schar Cancer Institute, a Department of Inova Fairfax Hospital, operates full-service, accredited cancer centers at four of the five Inova hospitals - Inova Fairfax Hospital, Inova Alexandria Hospital, Inova Fair Oaks Hospital and Inova Loudoun Hospital. Inova Health System is accredited by the American College of Surgeons Commission on Cancer as a Teaching Hospital Cancer Program and has an Integrated Network Cancer Program designation. All radiation oncology departments have also received ASTRO's APEx Accreditation, a designation of excellence in care quality and patient safety. In 2024, Inova Saville Cancer Center expanded community outreach efforts with new Community Health Workers to conduct prevention education and screening for underserved community members. The team launched partnerships with community organizations and conducted outreach to bring 83 screening mammograms, 178 colon cancer screening kits, 29 pap smears and 147 skin checks to community members. In 2024, Inova Schar Cancer Institute had 262,785 patient visits and provided over $34 Million in charity care to cancer patients within our community. The System maintains many programs dedicated to different types of cancer, cancer care and cancer risk assessment, including the Inova Breast Care Program (certified at all 5 hospitals), the Cancer Genetic Counseling Program (hereditary conditions), the Inova Melanoma and Skin Cancer Program, the Inova Head and Neck Cancer Program, the Inova Gastrointestinal Multidisciplinary Clinic, the Inova Genitourinary Cancer Program, the Inova Brain Tumor program, the Inova Thoracic Oncology program, the Inova Molecular Tumor Board, and Life with Cancer (support and education for cancer patients). Stroke Care: At Inova, all five hospitals have attained stroke center certification by The Joint Commission. Inova Loudoun Hospital has been certified by The Joint Commission since 2009 as a Primary Stroke Center. The Inova Emergency Room - Leesburg and Inova Emergency Room - Ashburn were certified as Acute Stroke Ready Hospitals (ASRH). Certification as an Advanced Primary Stroke Center and an Acute Stroke Ready Hospital is held by only a small percentage of hospitals nationwide. The Ashburn and Leesburg facilities are the 2nd and 3rd in the state of Virginia to achieve the ASRH designation. In 2024, Stroke Program Coordinators from all five of the hospitals and other support staff, actively engaged in the Northern Virginia community to increase stroke awareness and prevention. The stroke coordinator team participated in over 20 community health fairs and various senior centers, in which interactive stations were set up to educate community members about stroke signs and symptoms, possible interventions, while also offering blood pressure screening and education related to risk factors for stroke. Through this participation, the team was able to educate more than 5,000 community members. Their outreach extended into the local school systems where high school students were educated on stroke recognition as well as health care career opportunities to over 500 Fairfax & Loudoun County students. The Emergency and Trauma Center at Inova Fairfax Hospital, Northern Virginia's only Level I trauma center, is a state-of-the-art facility and comprehensive stroke center. Emergency medical specialists with specialized expertise in trauma care, pediatrics, neurologic disease, and acute cardiac care treat every type of illness, injury, or life-threatening condition. Inova Loudoun Hospital is Loudoun County's first and only designated trauma center. Inova Center for Rehabilitation, located on the Inova Mount Vernon Hospital campus, is certified by The Joint Commission for Stroke Rehabilitation, and provides comprehensive inpatient and outpatient medical rehabilitation services to patients with traumatic and acquired brain injuries, spinal cord injuries, strokes, multiple sclerosis, and other orthopedic and neurological disabilities. These services are staffed by an interdisciplinary team representing physiatry, neuropsychology, physical therapy, occupational therapy, rehabilitation nursing, therapeutic recreation and case management with treatment tailored to meet the specific needs of each patient. ACCESS of Fairfax, and ACCESS of Reston are 24-hour, free standing emergency centers located in Fairfax City, and Reston, Virginia, respectively.
PART III, LINE 4A Long Term Care Services Assisted Living Facilities IHCS's assisted living facilities provide care and services for adults who need assistance with activities of daily living and 24 hour oversight with 360 units for accommodation. Each community has specialized memory care units and programs. A nursing staff is on-site 24 hours a day. IHCS maintains three assisted living facilities in Reston, Fair Oaks, and Mt. Vernon, Virginia. In addition, IHCS owns a 60% interest in an assisted living joint venture in McLean, Virginia. IHCS owns and Sunrise operates all four assisted living facilities across Fairfax County with total assisted living days in 2024 of 111,835. Physical Therapy Services Inova Physical Therapy Centers IHCS promotes and conducts specific research and educational activities related to rehabilitative care. In 2024, outpatient visits totaled 248,357 with services offered in two locations that are co-located with safety net primary care clinics and at seventeen outpatient centers located throughout Northern Virginia. Areas of specialty include: Physical Therapy (PT) and Occupational Therapy (OT). Urgent Care Centers Inova-GoHealth Urgent Care Centers: IHCS's mission includes serving the community as a not-for-profit organization through the provision of urgent medical care. Inova's joint venture with GoHealth yields a new model of care that provides management services to the centers on a day-to-day basis and delivers expert medical care with Inova-employed providers. Inova-GoHealth's network continues to expand access to care and has rapidly grown from seven to 23 locations since launching in November 2022. In 2024, outpatient visits totaled 226,781 with services being provided seven days a week with no appointment necessary. The Centers provide services for medical conditions that require prompt attention but do not pose an immediate or serious threat to life. Treatment is provided for ailments such as sore throats, ear infections, or minor cuts and bruises. Services offered also include treatment for work-related injuries and worker's compensation cases. Laboratory tests, X-rays, and flu shots are provided on-site. The Centers are staffed by Inova board-certified/board-eligible physicians and nurse practitioners licensed in Virginia. A provider, medical assistant, and radiology technologist are on duty at the Centers during hours of operation. Employee Assistance Programs Inova Employee Assistance (EAP) is part of IHCS providing counseling, work life services and resources to help improve the overall health and wellbeing of employees of companies throughout Northern Virginia, including Inova Health System and its affiliates. EAP was organized to promote health through referral to a wide range of behavioral health, financial, legal and other supportive services. In 2024, EAP supported approximately 180,000 total covered employees around the region, including 25,500 Inova team members with the following services: Confidential Counseling: Short-term counseling services can help find solutions to problems ranging from family or workplace frustrations to alcohol and substance use. Financial & Legal Services: Employees and their household members can speak with a financial and legal professional at no charge regarding such issues as retirement planning, debt consolidation, funding a child's college education, mortgage loan options, and a variety of other financial concerns. Work Life Referral Services: Work Life consultants help assess needs, pinpoint appropriate resources, and suggest guidelines for evaluating those resources. Consultants can locate resources in a variety of areas, including childcare, adoption, eldercare, and convenience services. Behavioral Services IHCS's Behavioral Health (BH) Services are committed to providing intensive, personalized care to help people cope with and overcome, mental health, substance use and emotional problems that prevent them from fully functioning in the community and realizing their full potential. As the demand for Behavioral Health services continues to rise, Inova has worked to address the need by adding 20 new inpatient BH beds at IMVH, including 6 med psych beds and providing collaborative co-located BH care in Primary Care, Women's, Bariatrics, Neuro, and Transplant Surgery. A systemwide Depression Screening/Care Model was implemented with 349,273 patients being screened with PHQ2 and/or PHQ9 across Inova ambulatory specialty and primary care sites in 2024 with approximately 23,369 scoring 5 or more indicating risk for depression and 1% indicating SI. 473 patients received a warm handoff to a BH consultant for further support. A new model is evolving to deliver BH care across 12 Emergency Rooms using in-person and telehealth consultation by advanced practice providers (APP's) and BH liaisons, allowing medications to be started when indicated and ensuring individuals are expedited to the care needed. In 2024, Inova opened the region's first EmPATH (Emergency Psychiatric Assessment, Treatment, and Healing) unit at Inova Fairfax Hospital, The EmPATH unit offers a calming environment with robust clinical interventions and seamless connection to after-care, aiming to reduce hospitalization, minimize ER wait times, and enhance the overall quality and safety of mental health care. The new unit is a significant component of Inova Fairfax Hospital's expanded emergency room space. Inova Comprehensive Addiction Treatment Services (CATS) Program is a leader in providing the highest quality addiction treatment services in Northern Virginia and surrounding areas. A continuum of structured programs offers effective, compassionate treatment for individuals experiencing various forms of addictions including alcohol use, opioid use, and other substance use. Services are available to adults ages 18 and older. The range of services includes Medically Monitored Intensive Inpatient service; Partial Hospitalization, Intensive Outpatient, and Outpatient programs; Medication Assisted Therapy and Substance Use Assessments. In 2024, the CATS Partial Hospitalization/Intensive Outpatient Program provided 6,418 encounters. CATS hosted an annual Act-On- Addiction Summit to community members and facilitated a month-long anti-stigma campaign for individuals struggling with substance use disorders. Inova's Medication for Opiate Use Disorders and Alcohol Use Disorders (MOUD/MAUD) was expanded to outpatient programs. Further expansion occurred by placing Peer Recovery Specialists in the Emergency Departments to assist patients who may be presenting with substance use disorder, and or related co-occurring disorders. Inova Kellar Center is a comprehensive, behavioral health treatment center and special education school for children, adolescents, and their families. With locations in Fairfax and Loudoun counties, Inova Kellar Center provides a full continuum of outpatient services for psychiatric disorders, substance use disorders, and behavioral and emotional issues. Services include assessment, psychological testing, educational testing, psychiatric evaluation, medication management, individual, family and group therapy and intensive in-home services. The treatment services and programs are provided to children and families regardless of ability to pay. The Center provided 40,983 hours of in-person and tele-psych programming and treatment in 2024. The total unreimbursed cost for 2024 was $3.3 million. Charity Care All Inova facilities, including the IHCS facilities with the exception of the assisted living facilities, provide charity care in accordance with Inova policies which ensures access to medically necessary care for all individuals. Charity care is defined as free or discounted healthcare services provided to persons who cannot afford to pay. These policies include the following key provisions: 1. Emergency care shall be provided to all persons regardless of their ability to pay. 2. Non-emergency medically necessary care, except for certain specialty or referral programs, shall be provided by all hospitals and access facilities to medically indigent patients. "Medically necessary" refers to conditions which, if not promptly treated, would lead to an adverse change in the health status of a patient. Free care is provided to uninsured or underinsured individuals with family incomes at or below 400% of the current Federal Poverty Guidelines (FPG) and at least 30 days of residency in Virginia.
Form 990, Part III, Line 4a 3. In 2024, the Financial Assistance Policy (FAP) expanded coverage from 6 to 12 months. Inova Health System utilizes a multifaceted approach to educate and inform patients and the public about Inova's Financial Assistance Policy (FAP),sometimes referred to as the Charity Care Policy. Information regarding this policy is widely publicized and is kept up to date on the Inova website and through signage. Upon admission to any Inova hospital or any visit to outpatient facilities or clinics including emergency departments, Inova has information posted regarding patient rights and responsibilities. In addition, Inova provides information about the financial assistance program and referrals to financial counselors who assist patients in completing Inova's financial assistance application. This financial information is reviewed by Inova Patient Financial Services who will contact the patient if additional information is required to make a determination. The patient is subsequently provided a letter notifying them whether or not they qualify for financial assistance. In 2024, IHCS's unreimbursed cost of charity care, including free and discounted services, was $150.9 million. Medicaid Established under Title XIX of the Social Security Act, this program provides assistance for the medically indigent, including those who cannot pay for care despite being able to afford other living expenses. While Virginia Medicaid coverage was expanded in 2022 to increase the number of eligible individuals and include postpartum coverage, the reimbursement that IHCS facilities receive from the Medicaid program routinely falls below the actual cost of services provided. During 2024, IHCS provided care to Medicaid patients at an unreimbursed cost of $200.3 million. Participation in Governmental Programs for Those Without the Ability to Pay Various government programs provide for the indigent, including Medicaid recipients. These programs provide a percentage of reimbursement for qualifying patients; however, payment is typically below the cost of those services. In addition to federal and state programs, the Inova subsidiaries, including IHCS, work with various County governments and agencies in providing certain free services to those residents the County identifies as most in need.
PART III, LINE 4D Peterson Life with Cancer is primarily supported by generous donations from the community, and therefore, all services are available at no charge with minimal exceptions, no matter where the patient's cancer treatment is received. Those exceptions include psychiatry, which is billed to insurance, and oncology massage and acupuncture, for which patients may pay for additional sessions beyond what is offered for free. In 2024, philanthropic funds allowed PLWC to offer three free oncology massage sessions and six free acupuncture sessions to Inova cancer patients. By the close of 2024, PLWC had provided 41,553 clinical patient encounters, in-person and via telehealth, which included 2,334 educational classes, groups and wellness programs for adults, children and adolescents with 31,470 participants. Peterson Life with Cancer offered 1,259 exercise/activity programs and PLWC dietitians provided 5,748 nutrition counseling appointments to adults and children with cancer as well as caregivers. The Pediatric Program provided the highest quality pediatric care, education, and support for patients and families through 5,611 clinical encounters. The Peterson Life with Cancer psychiatrist, who provides whole-person, humanistic and patient-centered care conducted 1,173 patient consultations. Inova Cares Lions Eye Clinic Administered by Inova Health System (IHS), the Ophthalmology Clinic has provided ophthalmic specialty services to the indigent including treatment of glaucoma, retina and cataracts for 50 years in partnership with the Virginia Lions Eye Institute Foundation. Inova Cares Lions Eye Clinic provides a part-time ophthalmologist, an ophthalmic technician, and a receptionist for the clinic. The remaining physicians volunteer their services. In 2024, Inova Cares Lions Eye Clinic served 1,701 unique patients with 6,279 visits. Inova Medical House Calls Program The Medical House Calls program is specifically tailored to support elderly patients in their desire to age comfortably at home, aiming to provide primary care to those who have difficulty leaving their homes and promoting their overall health. This initiative is driven by an interdisciplinary team that delivers comprehensive primary care directly to patients in their homes or assisted living facilities. Typically serving patients aged 65 and above who face challenges in attending traditional medical appointments, the program primarily assists individuals managing multiple chronic conditions, coping with changes in functional ability, handling polypharmacy, and dealing with frailty or debility. The primary care services provided through this program involve intensive patient management and meticulous care coordination, with a particular focus on advance care planning. To ensure optimal patient outcomes, the program team establishes robust partnerships with various healthcare entities, including inpatient teams, hospice agencies, skilled nursing facilities, physical therapy, occupational therapy, mental health services, and county support services. In 2024, the program served 1,032 unique patients, with 252 new patients admitted. Additionally, the program completed 7,246 physician/advanced practice provider primary house calls in 48 zip codes across Northern Virginia. Approximately 19,027 nursing and social work case management encounters were provided to support the patient population. ElderLink ElderLink is a non-profit partnership between Inova and the Fairfax Area Agency on Aging. ElderLink provides case management, care coordination, health and wellness programming, and caregiver support to older adults and their caregivers. ElderLink provided service to 567 older adults and their caregivers in 2024. Inova Cares for Families Inova Cares for Families (ICF) provides comprehensive primary care services to patients who reflect the culturally diverse community we serve. The clinics serve as medical homes for patients of all ages who qualify for Medicaid, FAMIS, Inova's Financial Assistance Program and/or are uninsured. ICF provides services to members of the Alexandria, Annandale, Fairfax, Herndon, Manassas, Mount Vernon and Sterling communities. In 2024, ICF closed their Fairfax location and expanded the Annandale site into a new and larger suite. In 2024, Inova Cares for Families served 15,785 unique patients, a 15.69% percent increase over 2023, with 40,130 total visits, a 5.13% percent increase over 2023. During the summer, free school physicals were held to 250 uninsured children in the Herndon, Manassas and Fairfax locations in collaboration with local school systems and health departments. In partnership with The Campagna Center, ICF Mount Vernon provided 98 available appointment slots for free physicals and screened 20 patients. Loudoun Family and Patient Education Program Loudoun Family and Patient Education Program serves the community through health education, prevention, wellness programs, and care management. Loudoun Mobile Health Program Loudoun Mobile Health is staffed by nurses and other support staff who provide community health fairs and health screening services. In 2024, the Loudoun Mobile Health Unit was able to screen and educate 2,067 seniors at local community Senior Centers and 827 community members at local health fairs. Through participation in local races, 104 community members received first aid care by the staff. The Loudoun Mobile Health Unit participated in three local parades, where the combined total audience was 30,000 community members. Through a new partnership with Loudoun County Public Schools and the George Washington University School of Nursing, the Loudoun Mobile Health Unit screened 153 students through community clinics and school engagements. Additionally, the Unit reached 450 LCPS students with our different programs offered throughout the year: SOS, BLOOM, Job for a Day, Dream Big, Capstone, Job Fairs & Academy tours. Cash and In-Kind Contributions to Community Groups Inova donates space and provides cash and in-kind support to a number of community groups and services in Northern Virginia. This includes NOVA Scripts Central, the Center for Multicultural Human Services, Virginia Healthcare Foundation, Loudoun Cares and the Loudoun Child Advocacy Center. ILH donates space and financial support to the Loudoun Free Clinic which is an independent 501(c)(3) providing primary healthcare services for the uninsured and low-income residents of Loudoun County. Inova Well As a cornerstone of Inova's holistic health and wellness advocacy, Inova Well actively leads initiatives to enhance community health and prevent illnesses. Inova Well provides a diverse array of programming, including personalized health coaching, prenatal assistance, childbirth education, life support recertification, first aid, health fair screenings, well-being seminars, fitness classes, and immunizations. These programs are hosted across community settings, employer worksites, and other convenient locations throughout Northern Virginia and the Greater Metropolitan Washington Area. Inova Team Member Well-being: Inova Well is dedicated to supporting the health and wellness of Inova team members and their spouses through comprehensive programming, including wellness coaching and onsite wellness events. In 2024, Inova Well facilitated 15,874 meaningful engagements across the health system. Board-certified health and wellness coaches conducted 1,105 workshop sessions and 291 internal well-being events for Inova team members. 1,629 internal wellness coaching sessions were held. The Influenza and Covid Vaccination Program & Respirator Mask Testing: Under the Inova Well Immunization Program, 39,035 doses of vaccines were administered across 552 events to Inova employees, physicians, community members, and workplaces. COVID shots: 7,000 doses. Flu shots (Standard, Enhanced & Pediatric): 31,899 doses. Fairfax County Public Schools: 6,988 doses across 183 clinics. Loudoun County Public Schools: 1,590 doses across 15 clinics. TB screenings, Tdap, Hepatitis B vaccinations: 136 instances. The Respiratory Fit Testing program served 13,488 individuals from Inova and the wider community.
PART III, LINE 4D Corporate Wellness and Community Program: Corporate & Community Wellness Initiatives: Engaged in 278 health events, delivering biometric screenings, seminars, and interactive education stations to 8,419 participants. Internal Wellness Events: Conducted 203 wellness events, making 14,273 meaningful connections (including spring and fall wellness fairs). External Wellness Coaching and Nutrition Support: 1,001 external wellness coaching sessions. 350 external registered dietitian nutrition sessions. 1,351 total external HD/RD sessions. Prince William County Wellness Program: Reached 6,000 employees in 2024. Largest Government Client: The lead wellness coach and registered dietitian supported an employee base of 20,000+. The Health Education Program: Life Support Education: Provided crucial life-saving training to 15,772 participants, including 6,800 in-person attendees and 12,300 via RQI. Childbirth Education: Assisted 6,424 community and corporate members with prenatal education. Hosted 206 complimentary new mom and parent support groups, supporting 1,646 participants. Inova Well Baby Program: Offered personalized pregnancy and breastfeeding support to 250 Inova team members and their spouses/partners via email and telephonic outreach. The Fitness Program: Conducted 1,536 fitness classes in 2024 for Inova team members and community participants through in-person and virtual sessions. 8,237 individuals participated in multi-week courses and workshops. Class offerings include: Mind-body sessions: Yoga, tai chi. Cardio/strength classes: Body toning, Zumba. Specialized sessions: Bootcamp, prenatal yoga. Senior fitness: Strength training for seniors, Seniorcize. Massage Therapy: Provided 1,209 appointments featuring deep tissue, Swedish, Thai, prenatal, postpartum, sports, geriatric, and hot stone massages. Personal Training: 1,705 in-person and 160 virtual personal training sessions conducted in 2024. Membership increased from 512 members in January 2024 to 678 by January 2025, totaling 675 active members. Trauma Education Inova Injury Prevention Programs aim to foster both individual and community-based change. Inova offers free educational services, community tabling, and lifesaving devices to the catchment area, guided by trauma registry data, community requests, and the needs of underserved populations. Key Programs and Partnerships: 1 Safe Driving Education: Celebrating 25 years, this program uses hands-on simulations with a portable driving simulator and Fatal Vision Goggles to educate on the consequences of unsafe driving. Inova hosts the Parent-Teen in-hospital program five times annually, reaching over 200 families in 2024 and over 1,200 teens in drivers education classes. The program receives referrals from the Juvenile Court System, aiming to increase visibility and awareness through events like Reality Check. 2. Stop the Bleed Initiative: Collaborates with all Level 1 Trauma Centers in the DMV area to host quarterly meetings and support over 20 injury prevention events annually. 3. Falls Prevention: Inova initiated an internal falls prevention program, distributing educational packets to discharged patients. Offering free classes like SAIL and A Matter of Balance, with weekly sessions, to an average of 80 participants per week. 4. Bike/Pedestrian Safety: In partnership with Safe Routes to School, the program educates families through bike rodeos, distributing free helmets and reflective materials. Inova participates in events like International Walk to School Day and National Bike to Work Day, reaching over 1,000 riders and pedestrians annually. In 2024, Inova assisted with two Bike to Work Day events, reaching over 250 riders, and outfitted over 150 youth with bike helmets. 5. Child Passenger Safety: Collaborates with HeadStart, Arlington Thrive, and Northern VA Child Passenger Safety Network to provide education and inspections, distributing approximately 100 seats to families annually. 6. Pediatric Heatstroke Prevention: Hosts the Annual Popsicles for Prevention event, distributing 120 popsicles to raise awareness about pediatric heatstroke.
PART V, LINE 2A, NUMBER OF EMPLOYEES The organization falls under a master pay agent and does not file any payroll returns under its own EIN, however all required returns have been filed on time.
Form 990, Part VI, Section A, line 1a With the exception of the duties and responsibilities that are reserved to the Board of Trustees as required by law, the Executive Committee is appointed by the Board to support the Board of Trustees in the performance of its duties and responsibilities that are time-sensitive and must be addressed before the next regularly scheduled meeting of the full Board.
Form 990, Part VI, Section A, line 6 The organization has a single member. The sole member is Inova Health System Foundation, a charitable 501(c)(3) tax-exempt organization which serves as the parent company of the integrated health care delivery system.
Form 990, Part VI, Section A, line 7a The sole member of the organization, Inova Health System Foundation, is a charitable 501(c)(3) tax-exempt organization. The sole member elects the members of the governing body of the organization.
Form 990, Part VI, Section A, line 7b The sole member of the organization, Inova Health System Foundation, is a charitable 501(c)(3) tax-exempt organization. The sole member holds reserved powers with respect to certain actions, including approval of borrowings, amendments of Articles of Incorporation and Bylaws. In addition to the reserved powers, under the laws of the Commonwealth of Virginia certain extraordinary actions require member approval, such as mergers, consolidations, liquidations and the sale of substantially all of the assets of the organization.
Form 990, Part VI, Section B, line 11b The Form 990 is prepared and provided to the Senior Corporate Controller and external tax consultants for initial review. After the review it is given to the CFO of Inova Health System for review and comment. The Form 990 is presented to the Executive Committee of the Board of Trustees for their review. Upon completion of the Executive Committee review, it is provided to the full Board of Trustees.
Form 990, Part VI, Section B, line 12c Yes, annually the organization distributes the conflict of interest policy to all directors, officers, trustees, and key employees. The organization requires that each director, officer, trustee, and key employee acknowledge that they have read, understood, and will abide by the policy. Each director, officer, trustee, and key employee is required to complete and submit an annual conflict of interest disclosure. These disclosures are broad and require that the individual list any business relationships or personal relationships with other directors, officers, trustees, and key employees, as well as any relationships with competitors, or current or potential vendors or contractors. Disclosure statements are reviewed by senior management and any potential conflicts are discussed with governing body chairman to ensure that any member who may have a conflict discloses their potential conflict, and is dismissed from related discussions and recused from participation in applicable decisions.
Form 990, Part VI, Section B, line 15 Completed by related entity, Inova Health System Foundation: The compensation of all senior management positions is evaluated annually in consideration of each manager's job content, scope and complexity. Compensation levels for executives are reviewed by an independent external consultant to ensure that remuneration is consistent with the organization's compensation philosophy and objectives and competitive with other comparable health systems. The independent compensation consultant reviews national, industry and size specific compensation surveys for benchmarking. In addition, the Inova Health System's CEO's compensation is reviewed along with certain other senior executives and approved annually by an independent governing Board, the Executive Compensation & Talent Committee. General industry market data and IRS Forms 990 peer group data is also utilized for reference only. The job requirements and complexity of all other management positions are evaluated annually using nationally recognized third-party salary surveys to assure that the compensation for such positions is consistent with external market compensation comparisons. Salary ranges are developed for each management position classification to ensure that the compensation levels for these positions are consistent with the organization's compensation philosophy and with competitive market comparisons. Compensation for employed physicians is reviewed and approved by the Provider Contracts Committee. The committee is comprised of executive management of the Clinical Enterprise and Physician Services group. The Fair Market Value (FMV) compensation is based on four nationally recognized industry physician compensation benchmark surveys (MGMA, AMGA, Sullivan & Cotter, Gallagher (formally Integrated)). The committee also utilizes independent consultants to provide FMV opinions for positions that are not readily available in the four published benchmark surveys. The consultants' opinions and compensation survey data are presented to the Provider Contracts Committee for review and approval.
Form 990, Part VI, Section C, line 19 Inova Health System makes certain information publicly available. Inova's consolidated financial statements are posted on the Electronic Municipal Market Access's (EMMA) website on a quarterly basis. Inova's governing documents are not currently publicly available. While the conflict of interest policy is not specifically publicly disclosed, Inova's Code of Conduct is on the public website. Section II of the Code of Conduct describes what can constitute a conflict and requires that potential conflicts be reported to management or the Chief Compliance Officer and/or Inova's Legal Department. The Code of Conduct contains the conflict of interest principles, is part of Inova's orientation and annual compliance training, and is available to team members and physicians on Inova's intranet website.
Form 990, Part XI, line 9: PARTNERSHIP INCOME -48,408,299. EQUITY IN SUBS 36,975,562. INVESTMENT 1,700,000. OTHER 5,717,802. CHANGE IN RESTRICTED NET ASSETS 3,311,878.
PART XII, LINE 2B AND 2C, AUDITED FINANCIAL STATMENTS The company is part of the Inova Health System, a not-for-profit integrated health care delivery system serving Northern Virginia and surrounding areas. The company's financial statements are consolidated in the Inova Health System consolidated financial statements. Inova Health System is audited on an annual basis by a "Big Four" independent public accounting firm. In addition, they are responsible for the issuance of a management letter encompassing each member of the consolidated group. The Finance and Audit Committee of the Board of Trustees of Inova Health System is responsible for the oversight of the audit, including the hiring of the audit firm, review and approval of audited financial statements and communication with the external auditors at least twice a year without the presence of internal management.
PART XII, LINE 3A, A-133 AUDIT The company is part of the Inova Health System (IHS), a not-for-profit integrated health care delivery system serving Northern Virginia and surrounding areas. IHS receives various federal grants. These grants and awards are audited as part of the consolidated Inova Health System Uniform Guidance compliance audit. The Inova Health System's federal grants are audited on an annual basis by a "Big Four" independent public accounting firm. The Firm issues a "Report of Independent Auditors on Internal Control Over Financial Reporting and on Compliance and Other Matters Based on an Audit of Financial Statements Performed in Accordance with Government Auditing Standards". The Firm also issues a "Report of Independent Auditors on Internal Control Over Financial Reporting and on Compliance and Other Matters Based on an Audit of Financial Statements Performed in Accordance with Government Auditing Standards". The Finance and Audit Committee of the Board of Trustees of Inova Health System is responsible for the oversight of the Uniform Guidance audit, including the hiring of the audit firm, review and approval of audited financial statements and communications with the external auditors without the presence of internal management.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990) (Rev. 1-2025)


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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
INOVA HEALTH CARE SERVICES
 
Employer identification number

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


(b)
Primary activity


(c)
Legal domicile (state
or foreign country)

(d)
Total income


(e)
End-of-year assets


(f)
Direct controlling
entity

(1) INOVA CAP LLC
8095 INNOVATION PARK DRIVE
FAIRFAX,VA22031
27-0927074
INSURANCE CAPTIVE VA 4,799,944 81,044,107 INOVA HEALTH CARE SERVICES
 
(2) SPRINGFIELD HEALTHPLEX CONDOMINIUM DEVELOPMENT LLC
8095 INNOVATION PARK DRIVE
FAIRFAX,VA22031
27-4533736
REAL ESTATE VA 1,479,955 26,198,658 INOVA HEALTH CARE SERVICES
 
(3) FC GATEWAY ASSOCIATES LLC
8095 INNOVATION PARK DRIVE
FAIRFAX,VA22031
46-1280044
REAL ESTATE VA 387,457 2,489,423 INOVA HEALTH CARE SERVICES
 
(4) INOVA METRO CT LLC
8095 INNOVATION PARK DRIVE
FAIRFAX,VA22031
47-5049063
INFORMATION SYSTEMS VA 0 0 INOVA HEALTH CARE SERVICES
 
(5) CLEAN ADVANCED RENEWABLE ENERGY LLC
8095 INNOVATION PARK DRIVE
FAIRFAX,VA22031
81-2395604
ENERGY CONSULTING VA 0 0 INOVA HEALTH CARE SERVICES
 
(6) INOVA SHARED SERVICES LLC
8095 INNOVATION PARK DRIVE
FAIRFAX,VA22031
81-5346280
IT SERVICES VA 0 761,827 INOVA HEALTH CARE SERVICES
 
(7) INOVA PHYSICIAN PARTNERS LLC
8095 INNOVATION PARK DRIVE
FAIRFAX,VA22031
27-1219302
PHYSICIAN SERVICES VA 163,872,635 66,917,656 INOVA HEALTH CARE SERVICES
 
(8) INOVA PHARMACY PLUS - ISCI LLC
8095 INNOVATION PARK DRIVE
FAIRFAX,VA22031
83-3314437
PHARMACY SERVICES VA 26,057,251 36,482,222 INOVA HEALTH CARE SERVICES
 
(9) INOVA UCC LLC
8095 INNOVATION PARK DRIVE
FAIRFAX,VA22031
88-3046892
URGENT CARE VA 41,861,303 5,298,284 INOVA HEALTH CARE SERVICES
 
(10) INOVA OAKVILLE AMBULATORY SURGERY CENTER LLC
8095 INNOVATION PARK DRIVE
FAIRFAX,VA22031
93-4412762
SURGERY CENTER VA 0 607,312 INOVA HEALTH CARE SERVICES
 
Part II
Identification of Related Tax-Exempt Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.
(a)
Name, address, and EIN of related organization


(b)
Primary activity


(c)
Legal domicile (state
or foreign country)

(d)
Exempt Code section


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

(f)
Direct controlling
entity

(g)
Section 512(b)(13) controlled entity?
Yes No
(1)INOVA HEALTH SYSTEM FOUNDATION
8095 INNOVATION PARK DRIVE

FAIRFAX,VA22031
54-1071867
FUNDRAISING VA 501(C)(3) 12,II N/A
 
No
(2)LOUDOUN NURSING AND REHABILITATION CENTER
8095 INNOVATION PARK DRIVE

FAIRFAX,VA22031
54-1361310
REHABILITATION SERVICES VA 501(C)(3) 10 INOVA HEALTH SYSTEM FOUNDATION
 
 
No










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) TECHNICAL DYNAMICS LLC

8095 INNOVATION PARK DRIVE
FAIRFAX,VA22031
43-2041666
EQUIPMENT REPAIRS VA INOVA HEALTH CARE SERVICES
 
RELATED 3,749,429 11,078,464   No   Yes   99.950 %
(2) INOVA AMBULATORY SURGERY CTR AT LORTON LLC

8095 INNOVATION PARK DRIVE
FAIRFAX,VA22031
46-1955980
SURGERY CENTER VA INOVA HEALTH CARE SERVICES
 
RELATED -3,313,588 2,936,207   No   Yes   65.080 %
(3) NORTHERN VIRGINIA SURGERY CENTER

8095 INNOVATION PARK DRIVE
FAIRFAX,VA22031
20-3502477
SURGERY CENTER VA INOVA HEALTH CARE SERVICES
 
RELATED 6,777,326 10,164,972   No   Yes   64.110 %
(4) FRANCONIA-SPRINGFIELD SURGERY CENTER LLC

8095 INNOVATION PARK DRIVE
FAIRFAX,VA22031
54-2018390
SURGERY CENTER VA INOVA HEALTH CARE SERVICES
 
RELATED 5,653,830 12,987,420   No   Yes   65.160 %
(5) INOVA RESTON MRI CENTER LLC

8260 WILLOW OAKS CORPORATE DR 750
FAIRFAX,VA22031
26-4587374
MRI SERVICES VA INOVA HEALTH CARE SERVICES
 
RELATED 11,845,479 5,506,690   No   Yes   65.000 %
(6) SUNRISE INOVA MCLEAN ASSISTED LIVING LLC

4500 DORR STREET
TOLEDO,OH43615
54-2022822
ASSISTED LIVING VA INOVA HEALTH CARE SERVICES
 
RELATED 1,137,791 8,692,111   No     No 60.000 %
(7) MCLEAN AMBULATORY SURGERY CENTER LLC

8095 INNOVATION PARK DRIVE
FAIRFAX,VA22031
47-4966649
SURGERY CENTER VA INOVA HEALTH CARE SERVICES
 
RELATED 3,950,827 8,918,763   No   Yes   55.100 %
(8) ALTERNATE SOLUTIONS HOME HEALTH HOLDINGS LLC

1050 FORRER BLVD
KETTERING,OH45420
82-5217263
HOME CARE VA INOVA HEALTH CARE SERVICES
 
RELATED -173,725 2,484,229   No     No 51.000 %
(9) INOVA LOUDOUN AMBULATORY SURGERY CENTER LLC

8095 INNOVATION PARK DR
FAIRFAX,VA22031
20-3523190
SURGERY CENTER VA INOVA HEALTH CARE SERVICES
 
RELATED 11,651,995 11,748,043   No   Yes   61.720 %
(10) FAIRFAX RADIOLOGY CENTERS LLC

8260 WILLOW OAKS CORPORATE DR 750
FAIRFAX,VA22031
35-2672848
RADIOLOGY SERVICES VA INOVA HEALTH CARE SERVICES
 
RELATED 6,325,316 47,532,978   No   Yes   51.000 %
Part IV
Identification of Related Organizations Taxable as a Corporation or Trust. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
(b)
Primary activity
(c)
Legal
domicile
(state or foreign
country)
(d)
Direct controlling
entity
(e)
Type of entity
(C corp, S corp,
or trust)
(f)
Share of total income
(g)
Share of end-of-year
assets
(h)
Percentage
ownership
(i)
Section 512(b)(13) controlled entity?
Yes No












Schedule R (Form 990) (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
 
No
b Gift, grant, or capital contribution to related organization(s) ............................
1b
 
No
c Gift, grant, or capital contribution from related organization(s) ............................
1c
Yes
 
d Loans or loan guarantees to or for related organization(s) ............................
1d
 
No
e Loans or loan guarantees by related organization(s) ............................
1e
 
No
f Dividends from related organization(s) ............................
1f
 
No
g Sale of assets to related organization(s) ............................
1g
 
No
h Purchase of assets from related organization(s) ............................
1h
 
No
i Exchange of assets with related organization(s) ............................
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) .......................
1j
 
No
k Lease of facilities, equipment, or other assets from related organization(s) ......................
1k
 
No
l Performance of services or membership or fundraising solicitations for related organization(s) .....................
1l
 
No
m Performance of services or membership or fundraising solicitations by related organization(s) .................
1m
Yes
 
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................
1n
 
No
o Sharing of paid employees with related organization(s) ............................
1o
 
No
p Reimbursement paid to related organization(s) for expenses ............................
1p
 
No
q Reimbursement paid by related organization(s) for expenses ............................
1q
 
No
r Other transfer of cash or property to related organization(s) ............................
1r
 
No
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





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)

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