2023-11-03T04:44:13-05:00 2022-12-31 990 2022-01-01 540648699 HALIFAX REGIONAL HOSPITAL INC HALI 4345173183 1300 SENTARA PARK VIRGINIA BEACH VA 23464 ROBERT A BROERMANN TREASURER 4345173183 2023-11-02 ROBERT BROERMANN XXX-XX-XXXX 0 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X BRIAN K ZWOYER 2204 WILBORN AVE SOUTH BOSTON VA 24592 103748448 0 X WWW.SENTARA.COM X 1948 VA AS PART OF SENTARA HEALTH'S INTEGRATED HEALTH CARE SYSTEM, WE IMPROVE HEALTH EVERY DAY. 14 8 542 50 0 0 4883231 82471 98552451 103552270 55144 21621 30700 9729 103521526 103666091 425481 776985 0 0 43297777 45865268 0 0 0 65372884 75720874 109096142 122363127 -5574616 -18697036 53542456 55731524 20307598 20020778 33234858 35710746 X SEE SCHEDULE O 0 0 96695148 776985 103552270 SEE SCHEDULE O. 96695148 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 1 1 1 0 1 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 1 1 0 1 X 51 0 1 542 1 0 0 0 0 0 0 0 0 0 0 0 0 X 14 8 1 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 1 1 VA X CORPORATE OFFICERS 7574557020 1300 SENTARA PARK VIRGINIA BEACH VA 23464 MEGAN R PERRY DIRECTOR/TREAS (EFF 5/22) 1.00 40.40 X X 0 1438011 -357900 HABIB BASSIL MD DIRECTOR/SECRETARY 1.00 0.00 X X 61250 0 0 TERRANCE J TRUITT MD DIRECTOR 1.00 0.00 X 19485 0 0 WILLIAM E COLEMAN DIRECTOR 1.00 0.00 X 0 0 0 DABNEY TP GILLIAM JR DIRECTOR 1.00 0.00 X 0 0 0 VALDIVIA T MARSHALL DIRECTOR 1.00 0.00 X 0 0 0 SAID B ISKANDAR MD DIRECTOR (VOTING EX-OFFICIO) 1.00 0.00 X 0 0 0 J KENNETH MORGAN DIRECTOR 1.00 0.00 X 0 0 0 KATHRYN F ROBERTS DIRECTOR 1.00 0.00 X 0 0 0 DAVID H WHITE JR DIRECTOR 1.00 0.00 X 0 0 0 CAROL C THOMAS DIRECTOR/CHAIR 1.60 4.20 X X 0 40000 0 PAUL A GADEN DIRECTOR/VICE CHAIRMAN 1.00 45.40 X X 0 985869 123015 JOANNE M INMAN DIRECTOR 1.00 41.00 X 0 542412 -105319 JEREMY SATTERFIELD DIRECTOR (EFF 5/22) 1.00 0.00 X 0 0 0 BRIAN K ZWOYER PRESIDENT 40.00 4.00 X 429339 0 65946 SHERRI F BEE KE (DIR CARDIAC SVCS) 40.00 0.00 X 172597 0 -51859 NICOLE L DOCKERY KE (DIR PATIENT CARE SVCS) 40.00 0.00 X 190365 0 -6657 JONI O ABBOTT PHYSICIAN 40.00 0.00 X 471310 0 50238 PABLO SOUZA MD PHYSICIAN 40.00 0.00 X 337128 0 -391 KWADWO BARYEH PHYSICIAN 40.00 0.00 X 325816 0 34451 DEVMITH C GAJADEERA PHYSICIAN 40.00 0.00 X 300505 0 25490 VICTOR MIHAL PHYSICIAN 40.00 0.00 X 297789 0 29882 MICHAEL V GENTRY FORMER OFFICER 0.00 50.00 X 0 3479384 -40215 JONI WOLTZ FORMER KE 40.00 0.00 X 171366 0 -30743 2776950 6485676 -264062 76 1 1 0 PREMIER ANESTHESIA OF VA 2655 NORTHWINDS PARKWAY ALPHARETTA GA 30009 HEALTHCARE STAFFING SOLUTIONS 2338692 AMN HEALTHCARE INC 12400 HIGH BLUFF DRIVE SAN DIEGO CA 92130 HEALTHCARE STAFFING SOLUTIONS 2087817 MEDICAL SOLUTIONS LLC PO BOX 850737 MINNEAPOLIS MN 55485 HEALTHCARE STAFFING SOLUTIONS 1892434 PULMONARY ASSOCIATES OF SOUTHSIDE VA 2210 WILBORN AVENUE SOUTH BOSTON VA 24592 MEDICAL PROFESSIONAL SERVICES 1752500 MEP HEALTH LLC 4535 DRESSLER ROAD NW CANTON OH 44718 HEALTHCARE SERVICES 1423900 21 82471 82471 NET PATIENT SERVICE REVENUE 541900 103023248 103023248 OTHER PROGRAM SERVICE REVENUE 990009 369571 369571 PREMIUM & CAPITATION REVENUE 621300 159451 159451 103552270 23474 23474 42064 43917 -1853 -1853 -1853 44789 38440 6349 6349 CAFE/VENDING 721000 3168 3168 MISCELLANEOUS 900099 212 212 3380 103666091 103552270 0 31350 X 776985 776985 880466 734837 145629 34649391 28918382 5731009 3130837 2612997 517840 4681247 3906969 774278 2523327 2105969 417358 868705 725021 143684 4602 3841 761 19961444 19961444 5769 4815 954 3690868 3080398 610470 80156 66898 13258 3104911 2591359 513552 175171 146197 28974 7136 5956 1180 4388152 3662352 725800 710971 593376 117595 UBIT -9820 -9820 MEDICAL SUPPLIES 18396644 18396644 SENTARA SERVICE EXPENSE 15360257 15360257 TAXES & LICENSES 5585712 5581070 4642 3390196 2829458 560738 122363127 96695148 25667979 0 217529 93557 12748729 15032776 137584 55422 2430157 3045118 111676 713112 72435563 38333665 34134027 34101898 3738917 2429911 23837 259730 53542456 55731524 3596430 7585059 0 41227 16711168 12394492 20307598 20020778 X 32016611 34445552 1218247 1265194 33234858 35710746 53542456 55731524 X -18697036 4337486 16835438 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1218247 50000 3052 1265195 520986 715000 17739 1218247 148110 438540 65664 520986 103110 45100 100 148110 54994 70065 16976 4973 103110 1.00000 0 0 2576000 2576000 30234213 13788416 16445797 51444 13318 38126 32302959 22515059 9787900 7270947 2016872 5254075 34101898 DUE TO THIRD-PARTY PROGRAMS 991453 OTHER LIABILITIES 2357628 DUE TO AFFILIATES 6098490 GENERAL RESERVE 458233 ROU LIABILITIES 2488688 12394492 PART V, LINE 4: THE CLARK MEMORIAL FUNDS HELP TO DEFRAY THE COST OF MEDICAL CARE FOR RESIDENTS OF HALIFAX COUNTY WHO QUALIFY FOR THE PATIENT FINANCIAL ASSISTANCE (PFA) PROGRAM OFFERED BY THE HOSPITAL. THE FUNDS ARE USED TO ASSIST IN PAYING MAJOR MEDICAL EXPENSES THAT PERSIST AFTER THE PFA ADJUSTMENT HAS DECREASED THE INITIAL EXPENSE. SURGERIES AND OTHER MAJOR HOSPITALIZATIONS CAN LEAVE INDIVIDUALS WITH THOUSANDS OF DOLLARS IN UNEXPECTED DEBT, AND SOMETIMES WITH DIMINISHED CAPACITY TO EARN MONEY TO PAY THE INCURRED EXPENSES. WHILE THOSE WHO ARE COMPLETELY WITHOUT RESOURCES WILL RECEIVE A 100% DISCOUNT FROM THE HOSPITAL, THOSE WHO HAVE SOME, BUT INSUFFICIENT, RESOURCES WILL GET A LESSER DISCOUNT AND MAY SPEND YEARS TRYING TO CLEAR THE DEBT. THE CLARK FUNDS WILL BE USED TO ASSIST THOSE VERY-LOW-INCOME INDIVIDUALS. 1 1 1 X 300.000000000000 1 X 1 1 0 1 1 1572440 1572440 0.01290 27506886 24123633 3383253 0.02760 29079326 24123633 4955693 0.04050 478769 478769 0.00390 3631540 1245822 2385718 0.01950 132288 132288 0.00110 4242597 1245822 2996775 0.02450 33321923 25369455 7952468 0.06500 28046 28046 0.00020 2588 2588 0.00000 18447 18447 0.00020 2074 2074 0.00000 3248 3248 0.00000 248 248 0.00000 61606 61606 0.00050 88391 88391 0.00070 114086 114086 0.00090 318734 318734 0.00250 1 2162424 23662266 28308580 -4646314 X 1 1 1 HALIFAX PHO INC MANAGED CARE 0.50000 0.50000 1 1 HALIFAX REGIONAL HOSPITAL INC 2204 WILBORN AVENUE SOUTH BOSTON VA 24592 WWW.SENTARA.COM H1853 X X X HOME HEALTH HOSPICE HALIFAX REGIONAL HOSPITAL INC 1 0 0 1 X X X X X X X X X 21 1 0 0 1 X SEE SECTION C BELOW. X X 1 21 0 1 0 1 X 300.000000000000 400.000000000000 X X X X 1 1 X X X 1 X WWW.SENTARA.COM/BILLING/FINANCIAL-ASSISTANCE X WWW.SENTARA.COM/BILLING/FINANCIAL-ASSISTANCE X WWW.SENTARA.COM/BILLING/FINANCIAL-ASSISTANCE X X X X X X 1 X 0 X X X X X 1 X 0 0 HALIFAX REGIONAL HOSPITAL, INC. PART V, SECTION B, LINE 5: IN CONDUCTING THE COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA), SENTARA HALIFAX REGIONAL HOSPITAL (SHRH) TOOK INTO ACCOUNT INPUT FROM PERSONS WHO REPRESENT THE BROAD INTERESTS OF THE COMMUNITY SERVED BY THE HOSPITAL FACILITY, INCLUDING REPRESENTATIVES OF THE LOCAL PUBLIC HEALTH DEPARTMENTS AND ORGANIZATIONS SERVING THE MEDICALLY UNDERSERVED, LOW-INCOME, AND MINORITY POPULATIONS THROUGH: 1) SURVEYING KEY COMMUNITY STAKEHOLDERS BY USE OF AN ONLINE SURVEY TO IDENTIFY SIGNIFICANT HEALTH PROBLEMS AND SERVICE GAPS; 2) REVIEW OF ASSESSMENTS AND OTHER PLANNING DOCUMENTS PREPARED BY COMMUNITY ORGANIZATIONS SUCH AS THE LOCAL HEALTH DEPARTMENT; AND 3) DIRECT COMMUNICATION WITH COMMUNITY STAKEHOLDERS THROUGH INTERVIEWS AND A FOCUS GROUP.1) SHRH IDENTIFIED ITS SENIOR LEADERSHIP TEAM TO SERVE AS THE CHNA STEERING COMMITTEE RESPONSIBLE FOR OVERSEEING THE ASSESSMENT, INCLUDING THE SURVEY. THE SURVEY DISTRIBUTION LIST WAS REVIEWED TO ENSURE BROAD REPRESENTATION, INCLUDING REPRESENTATIVES OF THE LOCAL HEALTH DEPARTMENTS, COMMUNITY SERVICES BOARDS (MENTAL HEALTH AND SUBSTANCE ABUSE), SOCIAL SERVICES DEPARTMENTS, EDUCATIONAL INSTITUTIONS, PROVIDERS (MEDICAL, DENTAL, ETC.), BUSINESSES, VOLUNTARY HEALTH AGENCIES, AREA AGENCIES ON AGING, CIVIC LEAGUES, THE FAITH COMMUNITY AND OTHER HEALTH AND HUMAN SERVICES ORGANIZATIONS AND GROUPS. DURING THE SURVEY PROCESS, THE RESPONSE RATE WAS MONITORED AND FOLLOW UP WAS MADE TO ENSURE GOOD AND BROADLY REPRESENTATIVE PARTICIPATION.2) HEALTH-RELATED ASSESSMENTS AND PLANS DEVELOPED BY OTHER ORGANIZATIONS WERE IDENTIFIED AND REVIEWED. THESE FINDINGS WERE TAKEN INTO ACCOUNT IN THE IDENTIFICATION OF SIGNIFICANT HEALTH ISSUES AND IN THE DEVELOPMENT OF THE HOSPITAL'S IMPLEMENTATION STRATEGIES.3) DIRECT COMMUNICATION WITH COMMUNITY STAKEHOLDERS WAS ALSO AN IMPORTANT PART OF THE PROCESS. MEMBERS OF THE STEERING COMMITTEE PROVIDED INPUT BASED UPON THEIR INVOLVEMENT IN COMMUNITY COALITIONS AND COMMUNITY HEALTH INITIATIVES AND THEIR COMMUNICATIONS WITH INDIVIDUALS IN THE COMMUNITY. IN ADDITION, HOSPITAL STAFF CONDUCTED KEY INFORMANT INTERVIEWS AND A FOCUS GROUP TO RECEIVE BROADER INPUT. HALIFAX REGIONAL HOSPITAL, INC. PART V, SECTION B, LINE 7D: COPIES OF THE ASSESSMENT HAVE BEEN MADE AVAILABLE TO COMMUNITY ORGANIZATIONS.A LINK TO THE HOSPITAL FACILITY'S COMMUNITY HEALTH NEEDS ASSESSMENT IS ALSO ON THE SENTARA HEALTH WEBSITE:HTTPS://WWW.SENTARA.COM/ABOUTUS/COMMUNITY-OUTREACH/COMMUNITY-HEALTH-NEEDS-ASSESSMENTS HALIFAX REGIONAL HOSPITAL, INC. PART V, SECTION B, LINE 11: THE SHRH COMMUNITY HEALTH NEEDS ASSESSMENT IDENTIFIED NUMEROUS HEALTH ISSUES. DURING THE CHNA PROCESS, THE HOSPITAL UNDERWENT A PRIORITIZATION PROCESS TO IDENTIFY THE SIGNIFICANT HEALTH NEEDS FOR WHICH IMPLEMENTATION STRATEGIES SHOULD BE DEVELOPED. THE PROCESS CONSIDERED FACTORS SUCH AS SIZE AND SCOPE OF THE HEALTH PROBLEM, THE INTENSITY AND SEVERITY OF THE ISSUE, THE POTENTIAL TO EFFECTIVELY ADDRESS THE PROBLEM AND THE AVAILABILITY OF COMMUNITY RESOURCES, IMPACT ON HEALTH DISPARITIES, THE IMPORTANCE TO THE COMMUNITY, AND SENTARA'S MISSION "TO IMPROVE HEALTH EVERYDAY". FOR THE SIGNIFICANT HEALTH NEEDS, IN ADDITION TO EXECUTION OF THE IMPLEMENTATION STRATEGIES, THE HOSPITAL IS PARTICIPATING IN A VARIETY OF LOCAL INITIATIVES. SOME OF THE AREA NEEDS WHICH ARE NOT SPECIFICALLY ADDRESSED IN THE IMPLEMENTATION STRATEGY WERE IDENTIFIED AS LOWER PRIORITY BECAUSE THEY DID NOT RANK HIGH WITH THE PRIORITIZATION FACTORS. HALIFAX REGIONAL HOSPITAL, INC. PART V, SECTION B, LINE 20E: THE HOSPITAL USES OUTSIDE VENDORS THAT SCREEN ALL PATIENTS WITHOUT INSURANCE FOR ELIGIBILITY FOR GOVERNMENT PROGRAMS, AND FINANCIAL COUNSELORS WHO SCREEN THOSE THAT ARE NOT ELIGIBLE FOR GOVERNMENT PROGRAMS TO DETERMINE WHETHER THEY MEET CRITERIA FOR FINANCIAL ASSISTANCE. IN ADDITION, THE PRESUMPTIVE ELIGIBILITY PROCESS ELIMINATES FROM COLLECTION EFFORTS THOSE PATIENTS WHO ARE UNLIKELY TO HAVE THE RESOURCES TO PAY THEIR ACCOUNT BALANCES, HALIFAX REGIONAL HOSPITAL: PART V, SECTION B, LINE 3E: THE SIGNIFICANT HEALTH NEEDS PRESENTED IN THE CHNA ARE A PRIORITIZED DESCRIPTION OF THE SIGNIFICANT HEALTH NEEDS OF THE COMMUNITY IDENTIFIED BY COMMUNITY MEMBERS VIA MULTIPLE METHODS. IN ADDITION TO A KEY STAKEHOLDER SURVEY CONDUCTED ONLINE, FOCUS GROUPS ARE CONDUCTED, WITH ADDITIONAL INTERVIEWS WITH POLICY MAKERS AND REPRESENTATIVES OF INDEPENDENT COMMUNITY ORGANIZATIONS. SENTARA ENSURES THAT RESPONDENTS TO REQUESTS FOR INPUT REPRESENT MANY TYPES OF COMMUNITY ACTORS: POLICY MAKERS, SERVICE PROVIDERS, REPRESENTATIVES OF PUBLIC HEALTH ORGANIZATIONS, REPRESENTATIVES OF UNDERSERVED POPULATIONS, SOCIAL SERVICE PROVIDERS AND GOVERNMENT FUNCTIONS SUCH AS SCHOOLS, AND THE BUSINESS AND LARGER COMMUNITIES. 8 1 - SENTARA HALIFAX FAMILY MEDICINE 101 AUBREYS LOOP SOUTH BOSTON VA 24592 OTHER OUTPATIENT SITE 2 - SENTARA CLARKSVILLE FAMILY MEDICINE 115 COLLEGE STREET CLARKSVILLE VA 23927 OTHER OUTPATIENT SITE 3 - CENTER FOR BEHAVIORAL HEALTH 504 WILBORN AVENUE SOUTH BOSTON VA 24592 REHABILITATION CENTER 4 - SENTARA CHASE CITY FAMILY MEDICINE 946 NORTH MAIN STREET CHASE CITY VA 23924 OTHER OUTPATIENT SITE 5 - SENTARA HALIFAX PEDIATRICS 2100 WILBORN AVENUE SOUTH BOSTON VA 24592 OTHER OUTPATIENT SITE 6 - SENTARA OBGYN-SOUTH BOSTON 2206 WILBORN AVENUE SOUTH BOSTON VA 24592 OTHER OUTPATIENT SITE 7 - SENTARA VOLENS FAMILY MEDICINE 15210 L P BAILEY MEMORIAL HIGHWAY NATHALIE VA 24577 OTHER OUTPATIENT SITE 8 - SENTARA SOUTHSIDE HEMATOLOGY & ONC 2232 WILBORN AVENUE STE D SOUTH BOSTON VA 24592 OTHER OUTPATIENT SITE PART I, LINE 3C: IN ADDITION TO FPG, THE ORGANIZATION ALSO USED INSURANCE STATUS AND AN ASSET TEST AS FACTORS IN DETERMINING ELIGIBILITY FOR FREE OR DISCOUNTED CARE:-UNINSURED PATIENTS WITH A HOUSEHOLD INCOME AT OR BELOW 300% OF FPG AND WITH LESS THAN $50,000 IN AVAILABLE ASSETS WERE ELIGIBLE FOR FREE CARE.-INSURED PATIENTS WITH A HOUSEHOLD INCOME AT OR BELOW 200% OF FPG AND WITH LESS THAN $50,000 IN AVAILABLE ASSETS WERE ELIGIBLE FOR FREE CARE.-UNINSURED PATIENTS WITH A HOUSEHOLD INCOME ABOVE 300%, BUT AT OR BELOW 400%, OF THE FPG AND WITH LESS THAN $50,000 IN AVAILABLE ASSETS WERE ELIGIBLE FOR DISCOUNTED CARE AT 75% OFF OF GROSS CHARGES."AVAILABLE ASSETS" INCLUDE THE PATIENT HOUSEHOLD'S TOTAL AMOUNT OF ASSETS AVAILABLE, INCLUDING ANY LIQUID AND/OR FIXED ASSETS, FOR USE IN PAYING FOR MEDICAL CARE INCLUDING, BUT NOT LIMITED TO: CASH AND CASH EQUIVALENTS, BANK ACCOUNTS, CERTIFICATES OF DEPOSIT, INVESTMENTS, TRUST ACCOUNTS, AUTOMOBILES, RECREATIONAL VEHICLES AND OTHER FORMS OF LEISURE TRANSPORT, AND REAL ESTATE EQUITY IN REAL PROPERTY OTHER THAN THE PRINCIPAL PLACE OF RESIDENCE. SPECIFICALLY EXCLUDED FROM AVAILABLE ASSETS IS THE EQUITY IN AN APPLICANT'S PRINCIPAL PLACE OF RESIDENCE, PRIMARY SOURCE OF TRANSPORTATION, IRS RECOGNIZED RETIREMENT SAVINGS ACCOUNTS, BUSINESS ASSETS, AND 3.99 ACRES OF LAND. PART I, LINE 6A: THE ORGANIZATION'S COMMUNITY BENEFIT REPORT WAS CONTAINED IN A SYSTEM-WIDE REPORT PREPARED BY SENTARA HEALTH, EIN 52-1271901, THE 501(C)(3) PARENT ORGANIZATION OF THE SENTARA HEALTH SYSTEM. PART I, LINE 7: EXCEPT FOR SUBSIDIZED HEALTH SERVICES, THE ORGANIZATION USED A COST-TO-CHARGES RATIO FROM WORKSHEET 2 TO DETERMINE THE AMOUNTS REPORTED IN PART I, LINE 7. COST METHOD WAS USED FOR SUBSIDIZED HEALTH SERVICES (7G). PART I, LINE 7G: $121,384 OF THE AMOUNT REPORTED IN COLUMN (E) WAS ATTRIBUTABLE TO PHYSICIAN CLINICS. PART II, COMMUNITY BUILDING ACTIVITIES: THE ORGANIZATION IS PART OF THE SENTARA HEALTH SYSTEM AND FUNDS THE SYSTEM'S COMMUNITY ENGAGEMENT DEPARTMENT AND ITS PROGRAM, SENTARA CARES. SENTARA CARES GOES ABOVE AND BEYOND THE DELIVERY OF MEDICAL CARE AND COMPREHENSIVE HEALTH SERVICES TO ADDRESS THE SOCIAL DETERMINANTS OF HEALTH--THE CONDITIONS IN WHICH PEOPLE LIVE, WORK, AND LEARN--WHICH ARE PROVEN TO HAVE A SIGNIFICANT AND LASTING IMPACT ON HEALTH OUTCOMES. THROUGH THE PROGRAM, SENTARA COLLABORATES WITH COMMUNITY ORGANIZATIONS TO ELIMINATE HEALTH DISPARITIES AND PROMOTE EQUITABLE ACCESS TO NUTRITIOUS FOOD, EDUCATION, SAFE AND AFFORDABLE HOUSING, AND STABLE, REWARDING JOB OPPORTUNITIES. DURING THE CURRENT YEAR, THE PROGRAM INCLUDED PARTNERSHIPS WITH LOCAL YMCAS, SCHOOLS, FOOD BANKS, AND HOMELESS SHELTERS; HABITAT FOR HUMANITY; AND VETERAN AND SENIOR SERVICES ORGANIZATIONS. THE ORGANIZATION ALSO PARTICIPATES IN THE FOLLOWING COMMUNITY BUILDING ACTIVITIES: OTHER - THE ORGANIZATION'S EMPLOYEES DONATE HUNDREDS OF HOURS AND SHARE THEIR TALENTS AND EXPERTISE AS MEMBERS OF VARIOUS CIVIC AND RELIGIOUS ORGANIZATIONS IN THEIR COMMUNITIES, AS WELL AS SERVING ON RESCUE SQUADS AND FIRE DEPARTMENTS. THE HOSPITAL ALLOWS AND ENCOURAGES EMPLOYEES TO PROVIDE SERVICE TO THE COMMUNITY DURING WORKING HOURS ALSO. EMPLOYEES SERVE IN VARIOUS CAPACITIES INCLUDING ON BOARDS AND ADVISORY COMMITTEES OF A NUMBER OF COMMUNITY GROUPS AND STATE ORGANIZATIONS ADVANCING COMMUNITY HEALTH AND WELLNESS AND WORKFORCE DEVELOPMENT INCLUDING THE FOLLOWING: HALIFAX COUNTY CHAMBER OF COMMERCE; CHASE CITY CHAMBER OF COMMERCE; CLARKSVILLE CHAMBER OF COMMERCE; MECKLENBURG COUNTY BUSINESS EDUCATION PARTNERSHIP; HALIFAX ADVOCATES FOR SUBSTANCE ABUSE PREVENTION; SOUTHSIDE HEALTH COALITION, HEALTHY HARVEST COMMUNITY GARDEN, HALIFAX VOCATIONAL EDUCATION FOUNDATION; SOUTHSIDE VIRGINIA COMMUNITY COLLEGE SCHOOL OF NURSING ADVISORY COUNCIL; COMMITTEE FOR THE CENTER FOR NURSING EXCELLENCE; SOUTHERN VIRGINIA HIGHER EDUCATION CENTER; VIRGINIA COMMUNITY COLLEGE SYSTEM; HALIFAX COUNTY PUBLIC SCHOOLS EDUCATION FOUNDATION; VIRGINIA ADVANCED STUDY ON STRATEGIES BOARD; WORKFORCE INVESTMENT BOARD; TRI-COUNTY COMMUNITY ACTION AGENCY BOARD; HEALTHY FAMILIES TRI-COUNTY ADVISORY COUNCIL; DIXIE YOUTH SOFTBALL BOARD; MENTOR ROLE MODEL PROGRAM AND THE HALIFAX AND MECKLENBURG COUNTY YMCAS. THE ORGANIZATION CONTINUES TO PARTICIPATE IN REGIONAL AND LOCAL EXERCISES TO TEST THE EMERGENCY OPERATIONS PLAN AND TO CONDUCT INTERNAL EXERCISES. THESE INITIATIVES HELP THE ORGANIZATION PREPARE FOR AND COORDINATE CRISIS RESPONSE AND RECOVERY OPERATIONS WITH STATE, LOCAL AND FEDERAL AGENCIES IN THE EVENT OF A BIOTERRORIST EVENT/DISASTER. OUTSIDE THE REALM OF THE GRANT FUNDING, THE ORGANIZATION SUPPLIED THE EMPLOYEE TIME INVOLVED IN TRAINING FOR COMMUNITY EMERGENCY PREPAREDNESS AS WELL AS FOR COMMUNITY DISASTER TRAINING DRILLS. OUR FOCUS CONTINUES TO BE ON PREPARING THE HOSPITAL STAFF AND THE COMMUNITY FOR "ALL HAZARDS." PART III, LINE 2: FOR SCHEDULE H PART III LINE 2 PURPOSES, THE ORGANIZATION REPORTS WHAT WOULD'VE BEEN CONSIDERED BAD DEBT EXPENSE PRIOR TO ITS 2018 ADOPTION OF ASC TOPIC 606. ASC TOPIC 606 NOW CLASSIFIES THIS COMPONENT OF UNCOMPENSATED CARE AS IMPLICIT PRICE CONCESSIONS, WHICH ARE A REDUCTION TO NET OPERATING REVENUE.IMPLICIT PRICE CONCESSIONS REPRESENT THE DIFFERENCE BETWEEN AMOUNTS BILLED TO PATIENTS AND THE AMOUNTS THE ORGANIZATION EXPECTS TO COLLECT BASED ON ITS COLLECTIONS HISTORY WITH THOSE PATIENTS AND CURRENT MARKET CONDITIONS. IT UTILIZES A PORTFOLIO APPROACH AS A PRACTICAL EXPEDIENT TO ACCOUNT FOR PATIENT CONTRACTS WITH SIMILAR CHARACTERISTICS AS A COLLECTIVE GROUP RATHER THAN INDIVIDUALLY.SEE FOOTNOTE 4 ON PAGES 17-21 OF THE ATTACHED FINANCIAL STATEMENTS FOR ADDITIONAL INFORMATION. PART III, LINE 4: SEE FOOTNOTE 4 ON PAGES 17-21 OF THE ATTACHED FINANCIAL STATEMENTS FOR THE FOOTNOTE WHICH DISCUSSES IMPLICIT PRICE CONCESSIONS (FORMERLY BAD DEBT.) PART III, LINE 8: WORKSHEET A IN THE INSTRUCTIONS WAS USED TO COMPUTE THE AMOUNT REPORTED ON LINE 6. PART III, LINE 9B: UNDER THE ORGANIZATION'S WRITTEN DEBT COLLECTION POLICY, A HOSPITAL FACILITY MUST TAKE REASONABLE EFFORTS TO DETERMINE A PATIENT'S ELIGIBILITY FOR FINANCIAL ASSISTANCE PRIOR TO ENGAGING IN COLLECTION EFFORTS AGAINST A PATIENT. SUCH EFFORTS INCLUDE NOTIFYING PATIENTS OF THE FINANCIAL ASSISTANCE POLICY UPON ADMISSION AND PRIOR TO DISCHARGE; PROVIDING ASSISTANCE IN THE APPLICATION PROCESS; ADVERTISING THE AVAILABILITY OF FINANCIAL ASSISTANCE ON PATIENT STATEMENTS AND IN THE SENTARA BILL PAY (SBP) ONLINE PORTAL ACCESSED BY PATIENTS THROUGH THE SENTARA WEBSITE, SENTARA MYCHART, OR THE SENTARA APP; FOLLOWING UP WITH PATIENTS WHO HAVE SUBMITTED INCOMPLETE APPLICATIONS TO TRY AND OBTAIN THE MISSING INFORMATION; AND INFORMING APPLICANTS REGARDING THEIR ELIGIBILITY DETERMINATION. IF THE PATIENT QUALIFIES FOR DISCOUNTED CARE THE APPROPRIATE DISCOUNT AMOUNT IS APPLIED TO THE PATIENT'S HOSPITAL ACCOUNTS AND THEY ARE ADVISED OF THE DISCOUNT. PRIOR TO TURNING THE ACCOUNTS OF UNRESPONSIVE PATIENTS OVER TO COLLECTIONS, THE HOSPITAL FACILITY ALSO ATTEMPTS TO QUALIFY AND WRITE OFF BALANCES UNDER THE FINANCIAL ASSISTANCE POLICY BASED ON CREDIT REPORTING DATA THAT ASSISTS IN DETERMINING INCOME AND CREDIT WORTHINESS. WHEN THE CREDIT DATA SUGGESTS THAT AN INSURED PATIENT'S INCOME IS AT OR BELOW THE 200% FEDERAL POVERTY GUIDELINES, OR AN UNINSURED PATIENT'S INCOME IS AT OR BELOW 300% FEDERAL POVERTY GUIDELINES, THE ACCOUNT BALANCE IS WRITTEN-OFF TO PRESUMPTIVE CHARITY; AND ALL COLLECTIONS EFFORTS CEASE. IF THE CREDIT REPORTING DATA IS UNCLEAR ON AN UNRESPONSIVE PATIENT'S ELIGIBILITY FOR FINANCIAL ASSISTANCE, THE PATIENT'S ACCOUNT MAY BE MOVED TO BAD DEBT AND FURTHER COLLECTIONS ACTIONS TAKEN. IF AT ANY TIME DURING THE BAD DEBT COLLECTIONS PROCESS THE HOSPITAL FACILITY RECEIVES INFORMATION THAT THE PATIENT IS ELIGIBLE UNDER THE FINANCIAL ASSISTANCE POLICY, THE COLLECTION EFFORTS CEASE; AND THE ACCOUNT IS DEEMED UNCOLLECTIBLE IN THE HOSPITAL'S COLLECTION SYSTEM AND ALL ATTEMPTS TO COLLECT ON THAT BALANCE STOP. PART VI, LINE 2: THE ORGANIZATION ASSESSES THE HEALTH CARE NEEDS OF ITS COMMUNITIES THROUGH THESE MEANS:-ANALYSIS OF AREA SOCIODEMOGRAPHIC, HEALTH STATUS, AND OTHER DATA: THE ANALYSIS FOCUSES ON IDENTIFICATION OF HEALTH CARE NEEDS FOR PLANNING AND DEVELOPMENT OF HEALTH SERVICES AND PROGRAMS. THIS ANALYSIS IS UTILIZED IN THE DEVELOPMENT OF ORGANIZATIONAL PLANS.-OBTAINING INPUT FROM KEY STAKEHOLDERS AND THE PUBLIC HEALTH COMMUNITY: IN ADDITION TO THE ANALYSIS OF SOCIODEMOGRAPHIC, HEALTH STATUS, AND OTHER DATA, ADDITIONAL INFORMATION IS OBTAINED AND ANALYZED. THIS INCLUDES INPUT FROM KEY STAKEHOLDERS INCLUDING THE LOCAL PUBLIC HEALTH COMMUNITY.-REVIEW OF HEALTH CARE NEEDS ASSESSMENTS AND DATA DEVELOPED BY COMMUNITY PARTNERS (SUCH AS STATE HEALTH DEPARTMENTS AND LOCAL HEALTH DISTRICTS), REGIONAL AGENCIES (SUCH AS THE PLANNING COUNCIL OR PLANNING DISTRICT COMMISSION), NATIONAL ORGANIZATIONS WHICH REPORT ON A LOCAL BASIS (SUCH AS COUNTY HEALTH RANKINGS), AND INFORMATION REPORTED IN LOCAL MEDIA: THIS INFORMATION IS STUDIED, INCORPORATED INTO THE ORGANIZATION'S PLANS, AND SHARED WITH ORGANIZATIONAL DECISION MAKERS.-PARTICIPATION IN COLLABORATIVE HEALTH PLANNING AND NEEDS ASSESSMENT ACTIVITIES SUCH AS THOSE SPONSORED BY THE LOCAL HEALTH DISTRICTS AND OTHER ORGANIZATIONS. INFORMATION GATHERED THROUGH THESE ACTIVITIES IS INCORPORATED INTO THE ORGANIZATION'S PLANNING.-INFORMATION AND INPUT FROM PATIENTS AND CARE PROVIDERS: PATIENT CHARACTERISTICS AND TRENDS ARE REVIEWED TO ASSIST IN IDENTIFYING NEW COMMUNITY NEEDS. INPUT FROM PATIENTS AND CARE PROVIDERS IS SOUGHT AND CYCLED INTO THE ASSESSMENT PHASE OF PROJECTS. PART VI, LINE 3: FINANCIAL ASSISTANCE BROCHURES AND OTHER INFORMATION ARE POSTED AT EACH POINT OF SERVICE. A TOLL-FREE AND LOCAL PHONE NUMBER IS GIVEN TO PATIENTS TO REACH CUSTOMER SERVICE REPRESENTATIVES DURING THE BUSINESS DAY FOR QUESTIONS OR CONCERNS. FINANCIAL ASSISTANCE PROGRAMS ARE ALSO PUBLISHED ON THE ORGANIZATION'S WEBSITE AND INCLUDED ON STATEMENTS AND OTHER NOTICES PROVIDED TO PATIENTS. THE ORGANIZATION EMPLOYS FINANCIAL COUNSELORS WHO ARE AVAILABLE TO HELP PATIENTS COMPLETE APPLICATIONS FOR MEDICAID OR OTHER GOVERNMENT PAYMENT ASSISTANCE PROGRAMS, OR APPLY FOR CARE UNDER THE ORGANIZATION'S FINANCIAL ASSISTANCE POLICY, IF APPLICABLE. THE ORGANIZATION ALSO CONTRACTS WITH EXTERNAL MEDICAID ELIGIBILITY VENDORS (MEV'S) TO ASSIST IN THE ELIGIBILITY PROCESS AT NO COST TO PATIENTS. PART VI, LINE 4: THE HOSPITAL ORGANIZATION SERVES RESIDENTS OF HALIFAX, MECKLENBURG, AND CHARLOTTE COUNTIES. THE 2022 POPULATION OF THE SERVICE AREA IS 75,434 AND IS EXPECTED TO DECLINE OVER THE NEXT TEN YEARS, DECREASING BY 9.7% WHILE THE OVERALL US POPULATION IS EXPECTED TO GROW BY 5.7%. THE AGE DISTRIBUTION OF THE POPULATION IS COMPARABLE TO THE OVERALL US DISTRIBUTION, WITH A HIGHER PERCENT OF THE POPULATION 65+ (25.4% VS. 16.8%) AND A LOWER PERCENT OF THE POPULATION YOUNGER THAN 19 YEARS (19.8% VS. 22.2%). A LOWER NUMBER OF RESIDENTS OF THE SERVICE AREA HAVE COMPLETED AT LEAST A HIGH SCHOOL DIPLOMA, 83.6% VS. 88.9% FOR THE US OVERALL, AND ONLY 18.6% HAVE ACHIEVED AT LEAST A BACHELOR'S DEGREE, VS. 33.7% FOR THE US AS A WHOLE. THE MEDIAN INCOME OF THE RESIDENTS OF THE SERVICE AREA IS $44,954 VS. $69,021 FOR THE US, AND A HIGHER PERCENT OF HOUSEHOLDS, 16.7% VS. 11.6%, LIVE IN POVERTY. RACIALLY, THE SERVICE AREA IS HOME TO 63.1% WHITES (VS. 75.8% FOR THE US), 33.3% BLACK/AFRICAN AMERICANS (VS. 13.6% US), 0.8% ASIANS (VS. 6.1% US), WITH 1.8% REPORTING TWO OR MORE RACES VS. 2.9% NATIONALLY. ETHNICALLY, THE SERVICE AREA IS HOME TO 2.5% HISPANICS VS. 18.9% NATIONALLY, AND 97.5% NON-HISPANICS, VS. 59.3% NATIONALLY. PART VI, LINE 5: THE ORGANIZATION'S GOVERNING BODY IS A COMMUNITY-BASED BOARD COMPRISED OF A MAJORITY OF MEMBERS WHO ARE NEITHER EMPLOYEES NOR CONTRACTORS OF THE ORGANIZATION OR ITS AFFILIATES, NOR FAMILY MEMBERS THEREOF. GENERALLY, MEDICAL STAFF MEMBERSHIP IS OPEN TO ALL CARE PROVIDERS WHO MEET CREDENTIALING REQUIREMENTS. THE ORGANIZATION'S SURPLUS FUNDS ARE USED FOR IMPROVEMENTS IN PATIENT CARE, PROVISION OF SERVICES TO THE UNINSURED AND UNDERINSURED, MEDICAL EDUCATION, AND COMMUNITY PROGRAMS. PART VI, LINE 6: THE ORGANIZATION IS AFFILIATED WITH THE SENTARA HEALTH SYSTEM ("SENTARA.") RECOGNIZED BY FORBES IN 2022 AS A "BEST EMPLOYER FOR NEW GRADS", "VETERANS, AND "AMERICA'S BEST EMPLOYER," SENTARA IS AN INTEGRATED, NOT-FOR-PROFIT SYSTEM OF 12 HOSPITALS IN VIRGINIA AND NORTHEASTERN NORTH CAROLINA, INCLUDING A LEVEL I TRAUMA CENTER, THE SENTARA HEART HOSPITAL, THE SENTARA HEALTH RESEARCH CENTER, THE SENTARA BROCK CANCER CENTER AND THE ACCREDITED SENTARA CANCER NETWORK, TWO ORTHOPEDIC HOSPITALS, AND THE SENTARA NEUROSCIENCES INSTITUTE. THE SENTARA FAMILY ALSO INCLUDES FOUR MEDICAL GROUPS, NIGHTINGALE REGIONAL AIR AMBULANCE, HOME CARE AND HOSPICE, AMBULATORY OUTPATIENT CAMPUSES, ADVANCED IMAGING AND DIAGNOSTIC CENTERS, A CLINICALLY INTEGRATED NETWORK, THE SENTARA COLLEGE OF HEALTH SCIENCES, AND THE SENTARA HEALTH PLANS DIVISION SERVING OVER 1,000,000 MEMBERS IN VIRGINIA, NORTH CAROLINA AND FLORIDA. SENTARA IS RECOGNIZED NATIONALLY FOR CLINICAL QUALITY AND SAFETY AND IS STRATEGICALLY FOCUSED ON INNOVATION AND CREATING AN EXTRAORDINARY HEALTH CARE EXPERIENCE FOR ITS PATIENTS AND MEMBERS. 1 SENTARA HEALTH 6015 POPLAR HALL DRIVE NORFOLK VA 23502 521271901 501(C)(3) 744860 0 CORPORATE ALLOCATION TO PARENT 1 0 PART I, LINE 2: AS PART OF THE SENTARA HEALTH SYSTEM ("THE SYSTEM"), THE ORGANIZATION DONATES FUNDS TO ITS 501(C)(3) PARENT ORGANIZATION, SENTARA HEALTH, IN FURTHERANCE OF THE SYSTEM'S MISSION TO IMPROVE HEALTH EVERYDAY THROUGH THE PROVISION OF HEALTH SERVICES, AND THE PROMOTION OF HEALTH, MEDICAL EDUCATION, AND THE SOCIAL, CULTURAL, EDUCATIONAL, AND ECONOMIC DEVELOPMENT OF THE COMMUNITY. EXPENDITURE OF SUCH FUNDS IS OVERSEEN BY AN INDEPENDENT COMMUNITY BOARD WHICH MANAGES THE BUSINESS AND AFFAIRS OF THE SYSTEM. X 1 1 0 1 0 0 0 0 0 1 0 MICHAEL V GENTRY FORMER OFFICER 0 1135214 0 943662 0 1400508 0 -71826 0 31611 0 3439169 0 904144 PAUL A GADEN DIRECTOR/VICE CHAIRMAN 0 573520 0 362393 0 49956 0 89920 0 33095 0 1108884 0 0 MEGAN R PERRY DIRECTOR/TREAS (EFF 5/22) 0 687067 0 542372 0 208572 0 -388488 0 30588 0 1080111 0 0 JONI O ABBOTT PHYSICIAN 421980 0 23304 0 26026 0 18300 0 31938 0 521548 0 0 0 BRIAN K ZWOYER PRESIDENT 229791 0 84767 0 114781 0 29415 0 36531 0 495285 0 0 0 JOANNE M INMAN DIRECTOR 0 347445 0 132344 0 62623 0 -143711 0 38392 0 437093 0 17000 KWADWO BARYEH PHYSICIAN 297679 0 20000 0 8137 0 15734 0 18717 0 360267 0 0 0 PABLO SOUZA MD PHYSICIAN 331186 0 0 0 5942 0 -34391 0 34000 0 336737 0 0 0 VICTOR MIHAL PHYSICIAN 251889 0 3382 0 42518 0 17882 0 12000 0 327671 0 0 0 DEVMITH C GAJADEERA PHYSICIAN 255518 0 13222 0 31765 0 -5120 0 30610 0 325995 0 0 0 NICOLE L DOCKERY KE (DIR PATIENT CARE SVCS) 163882 0 22431 0 4052 0 -21258 0 14601 0 183708 0 0 0 JONI WOLTZ FORMER KE 149401 0 21464 0 501 0 -50096 0 19353 0 140623 0 0 0 SHERRI F BEE KE (DIR CARDIAC SVCS) 147576 0 23416 0 1605 0 -65440 0 13581 0 120738 0 0 0 PART I, LINE 1A THE ORGANIZATION PAID FOR TAXABLE RELOCATION EXPENSES OF BOTH AN EXECUTIVE AND A PHYSICIAN RECRUIT AND THE ADDITIONAL TAXES ASSOCIATED WITH SUCH BENEFITS, ALL OF WHICH WERE TREATED AS ADDITIONAL COMPENSATION AND REPORTED ON FORM W-2 AS TAXABLE WAGES. PART I, LINE 3 SENTARA HEALTH, THE 501(C)(3) TAX EXEMPT PARENT OF THE SENTARA HEALTH SYSTEM, ESTABLISHED THE COMPENSATION OF THE ORGANIZATION'S TOP MANAGEMENT OFFICIAL THROUGH THE USE OF AN INDEPENDENT COMPENSATION CONSULTANT AND A COMPENSATION STUDY. SENTARA HEALTH RECOGNIZES THAT PROVIDING THE BEST POSSIBLE CARE REQUIRES US TO ATTRACT AND RETAIN THE VERY BEST EMPLOYEES. OUR ORGANIZATION IS COMMITTED TO INVESTING IN OUR PEOPLE BY OFFERING COMPETITIVE COMPENSATION OPPORTUNITIES AND A STRONG WORKPLACE ENVIRONMENT. PART I, LINE 4B MICHAEL GENTRY, MEGAN PERRY, JOANNE INMAN, PAUL GADEN, AND BRIAN ZWOYER PARTICIPATED IN THE SENTARA CAPITAL ACCUMULATION ACCOUNT PLAN. THE CAPITAL ACCUMULATION PLAN IS A NONQUALIFIED DEFERRED COMPENSATION PROGRAM. SUCH PLANS ARE COMMONLY OFFERED TO NOT-FOR-PROFIT HEALTH CARE EXECUTIVES TO PROVIDE ADDITIONAL RETIREMENT BENEFITS TO SUPPLEMENT LIMITATIONS IN QUALIFIED PLANS. PARTICIPATION IS LIMITED TO A SELECT GROUP OF CORPORATE EXECUTIVES AS APPROVED BY SENTARA HEALTH'S BOARD OF DIRECTOR'S COMPENSATION COMMITTEE. TERMS OF THE PLAN CHANGED EFFECTIVE JANUARY 1, 2009, WHEREBY VESTING OF CONTRIBUTIONS MADE ON OR AFTER THAT DATE NOW OCCURS ON THE EARLIER OF FIVE YEARS FOR EACH YEARS' CONTRIBUTIONS OR AGE 55 WITH 10 YEARS OF SERVICE. UNDER THE OLD TERMS, VESTING OF CONTRIBUTIONS MADE PRIOR TO JANUARY 1, 2009 OCCURS ON THE EARLIEST OF ASSIGNED DISTRIBUTION DATE, DEATH, INVOLUNTARY TERMINATION WITHOUT CAUSE OR COMPLETION OF TWO-YEAR NON-COMPETE AFTER VOLUNTARY TERMINATION (REGARDLESS OF ORIGINAL ASSIGNED DISTRIBUTION DATE). DURING 2022, THE FOLLOWING CORPORATE EXECUTIVES RECEIVED VESTED DISTRIBUTIONS UNDER THE PLAN: MICHAEL GENTRY ($172,528); MEGAN PERRY ($127,468); AND JOANNE INMAN ($30,312). THESE AMOUNTS HAVE BEEN REPORTED IN COLUMN (B)(III) OF SCHEDULE J, PART II. PART I, LINE 7 DURING THE CURRENT TAX YEAR, THE ORGANIZATION MADE NON-FIXED PAYMENTS OF COMPENSATION UNDER THE FOLLOWING INCENTIVE PROGRAMS: ANNUAL INCENTIVE PROGRAM - EXECUTIVES AND SENIOR LEADERS ARE ELIGIBLE FOR ANNUAL AWARDS BASED ON SYSTEM AND INDIVIDUAL PERFORMANCE. BOTH SYSTEM AND INDIVIDUAL SCORES ARE DETERMINED AFTER YEAR-END, AT WHICH POINT AWARDS MAY BE PAID AND REPORTED AS COMPENSATION. TARGET AND MAXIMUM OPPORTUNITIES VARY BY LEVEL. KEY CONTRIBUTOR AWARDS - REWARDS EXCEPTIONAL INDIVIDUALS OR TEAMS FOR SIGNIFICANT CONTRIBUTION AND RESULTS AS RECOGNIZED BY BUSINESS UNITS. MANAGER INCENTIVE PLAN - MANAGEMENT EMPLOYEES NOT COVERED UNDER ANOTHER INCENTIVE PLAN ARE ELIGIBLE FOR THE MANAGEMENT INCENTIVE PLAN. AWARDS ARE BASED ON SYSTEM YEAR-END RESULTS AS DETERMINED BY THE BOARD; BUSINESS UNIT RESULTS FOR FINANCIAL, SAFETY, QUALITY AND CUSTOMER SERVICE; AND THE MANAGER'S INDIVIDUAL PERFORMANCE SCORE. SYSTEM, BUSINESS UNIT, AND INDIVIDUAL RESULTS ARE DETERMINED AFTER YEAR-END, AT WHICH POINT AWARDS MAY BE PAID AND REPORTED AS COMPENSATION. HALIFAX HEART CENTER SEE BELOW 1609000 SEE BELOW 0 PULMONARY ASSOCIATES SEE BELOW 1660000 SEE BELOW 0 TAMARA SPENCE FAMILY MEMBER OF NICOLE DOCKERY 62763 EMPLOYMENT 0 SCH L, PART IV A) NAME OF PERSON: HALIFAX HEART CENTERB) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: 35%-CONTROLLED ENTITY OF BOARD MEMBERS HABIB BASSIL, MD AND SAID ISKANDAR, MDD) DESCRIPTION OF TRANSACTION: PROFESSIONAL FEES/SUBSIDIESA) NAME OF PERSON: PULMONARY ASSOCIATESB) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: 35%-CONTROLLED ENTITY OF BOARD MEMBER TERRANCE J. TRUITT, MDD) DESCRIPTION OF TRANSACTION: PROFESSIONAL FEES/SUBSIDIES FORM 990, PART III, LINE 1, ORGANIZATION'S MISSION AS PART OF SENTARA HEALTH'S INTEGRATED HEALTH CARE SYSTEM, WE IMPROVE HEALTH EVERY DAY THROUGH BUILDING, ESTABLISHING, MAINTAINING AND OPERATING HOSPITALS AND OTHER HEALTH CARE FACILITIES AND CLINICS; PROVIDING ANCILLARY AND RELATED MEDICAL AND OTHER HEALTHCARE SERVICES; PROVIDING MANAGEMENT, ADVISORY, SERVICE ASSISTANCE AND OTHER SUPPORT TO HEALTH CARE ORGANIZATIONS HAVING THE SAME PURPOSES AS OUR OWN; ENGAGING IN OTHER RELATED, EXCLUSIVELY CHARITABLE, SCIENTIFIC, EDUCATIONAL AND MEDICAL RESEARCH ACTIVITIES AS MAY BE AUTHORIZED FROM TIME TO TIME BY THE ORGANIZATION'S GOVERNING BODY; AND FOR SUCH PURPOSES, SOLICITING AND RECEIVING FUNDS AND OTHER PROPERTY BY GIFT, TRANSFER, DEVISE, OR BEQUEST, AND INVESTING, REINVESTING, HOLDING, MANAGING, ADMINISTERING, EXPENDING, AND APPLYING SUCH FUNDS AND PROPERTY SUBJECT TO APPLICABLE CONDITIONS AND LIMITATIONS. ALL SUCH ACTIVITIES SUPPORT THE ORGANIZATION'S MISSION TO PROVIDE THE HIGHEST QUALITY CARE BASED ON THE HEALTHCARE NEEDS OF THE PEOPLE SERVED. FORM 990, PART III, LINE 4A HALIFAX REGIONAL HOSPITAL, INC. IS ORGANIZED TO BUILD, ESTABLISH, MAINTAIN AND OPERATE HOSPITALS AND OTHER HEALTH CARE FACILITIES AND CLINICS; PROVIDE ANCILLARY AND RELATED MEDICAL AND OTHER HEALTHCARE SERVICES; PROVIDE MANAGEMENT, ADVISORY, SERVICE ASSISTANCE AND OTHER SUPPORT TO HEALTH CARE ORGANIZATIONS HAVING THE SAME PURPOSES AS ITS OWN; ENGAGE IN OTHER RELATED, EXCLUSIVELY CHARITABLE, SCIENTIFIC, EDUCATIONAL AND MEDICAL RESEARCH ACTIVITIES AS MAY BE AUTHORIZED FROM TIME TO TIME BY ITS GOVERNING BODY; AND FOR SUCH PURPOSES, SOLICIT AND RECEIVE FUNDS AND OTHER PROPERTY BY GIFT, TRANSFER, DEVISE, OR BEQUEST, AND INVEST, REINVEST, HOLD, MANAGE, ADMINISTER, EXPEND, AND APPLY SUCH FUNDS AND PROPERTY SUBJECT TO APPLICABLE CONDITIONS AND LIMITATIONS. ALL SUCH ACTIVITIES SUPPORT ITS MISSION TO PROVIDE THE HIGHEST QUALITY CARE BASED ON THE HEALTHCARE NEEDS OF THE PEOPLE SERVED. FORM 990, PART III, LINE 4A, PROGRAM SERVICE ACCOMPLISHMENTS SENTARA HEALTH I. SENTARA HEALTH YOUR NOT-FOR-PROFIT HEALTHCARE PARTNER SENTARA HEALTH CELEBRATES 134 YEARS IN PURSUIT OF ITS MISSION "WE IMPROVE HEALTH EVERY DAY." SENTARA IS AN INTEGRATED, NOT-FOR-PROFIT HEALTH CARE DELIVERY SYSTEM WITH MORE THAN 29,000 EMPLOYEES (INCLUDING 1,375 PHYSICIANS AND ADVANCED PRACTICE PROVIDERS), 12 HOSPITALS IN VIRGINIA AND NORTHEASTERN NORTH CAROLINA AND THE SENTARA HEALTH PLANS DIVISION, WHICH SERVES OVER 1,000,000 MEMBERS IN VIRGINIA, NORTH CAROLINA, AND FLORIDA. SENTARA IS RECOGNIZED NATIONALLY FOR CLINICAL QUALITY AND SAFETY AND IS STRATEGICALLY FOCUSED ON INNOVATION AND CREATING AN EXTRAORDINARY HEALTH CARE EXPERIENCE FOR OUR PATIENTS AND MEMBERS. SENTARA WAS RECOGNIZED AS A "BEST EMPLOYER FOR NEW GRADS", "VETERANS AND "AMERICA'S BEST EMPLOYER" BY FORBES IN 2022. SENTARA HAS A LEVEL I TRAUMA CENTER, THE SENTARA HEART HOSPITAL, THE SENTARA HEALTH RESEARCH CENTER, THE SENTARA BROCK CANCER CENTER, AND THE ACCREDITED SENTARA CANCER NETWORK, TWO ORTHOPEDIC HOSPITALS, AND THE SENTARA NEUROSCIENCES INSTITUTE. SENTARA ALSO INCLUDES A MEDICAL GROUP, NIGHTINGALE REGIONAL AIR AMBULANCE (MADE 863 LIFE-SAVING TRIPS IN 2022 ALONE), HOME CARE, AMBULATORY OUTPATIENT CAMPUSES, ADVANCED IMAGING AND DIAGNOSTIC CENTERS, A CLINICALLY INTEGRATED NETWORK, AND THE SENTARA COLLEGE OF HEALTH SCIENCES. EFFORTS ARE CENTERED ON PROVIDING THE RIGHT CARE IN THE RIGHT SETTING AT THE RIGHT TIME AND ADDING VALUE TO THE COMMUNITIES WE SERVE. WE STRIVE TO SERVE ALL OUR COMMUNITIES THROUGH HEALTH OUTREACH PROGRAMS, EDUCATION, AND FINANCIAL SUPPORT FOR OTHER NOT FOR PROFIT ORGANIZATIONS WITH SIMILAR HEALTH MISSIONS. AS AN INTEGRATED DELIVERY NETWORK (IDN), SENTARA PROVIDES BOTH HEALTH CARE SERVICES (HOSPITALS, CLINICS, PROVIDERS) AND HEALTH INSURANCE PLANS, WHICH ENABLES SENTARA TO FULLY UNDERSTAND AND DELIVER ON THE NEEDS OF OUR CONSUMERS IN A UNIQUE AND INSIGHTFUL WAY. ADDITIONALLY, SERVING AS AN IDN PROVIDES US WITH THE OPPORTUNITY TO IMPACT AND LIFT OUR COMMUNITIES GIVEN THE COMPREHENSIVE NATURE OF OUR ABILITY TO DELIVER CARE AND RESOURCES WITHIN THE WALLS OF OUR CARE SITES AS WELL AS DEEP WITHIN THE COMMUNITY. II. COMMITMENT TO THE COMMUNITY SENTARA HAS PROVIDED MUCH IN THE WAY OF COMMUNITY BENEFIT AND CHARITY CARE ON AN ANNUAL BASIS. THE 2022 VALUE OF COMMUNITY BENEFIT TOTALED $260.2 MILLION. SENTARA PROVIDED $157 MILLION IN NET UNCOMPENSATED PATIENT CARE COSTS; $48.5 MILLION IN TEACHING & TRAINING OF HEALTHCARE PROFESSIONALS; $48 MILLION IN COMMUNITY GIVING; AND $6.7 MILLION IN HEALTH & PREVENTION PROGRAMS. SENTARA EMPLOYEES CONTRIBUTED $1.9 MILLION THROUGH DIRECT CONTRIBUTION AND EMPLOYEE MATCHING TO UNITED WAYS IN VIRGINIA AND NORTH CAROLINA. A. SENTARA CONTINUES ITS EFFORTS THROUGH THE COMMUNITY ENGAGEMENT AND IMPACT (CEI) PROGRAM, SENTARA CARES, TO INSPIRE, EMPOWER AND SUPPORT THE COMMUNITIES WE SERVE IN THE MOST IMPACTFUL WAY. SENTARA AWARDED 86 GRANTS TOTALING $8,609,557 FOR OUR COMMUNITIES AS WELL AS $1,069,683 IN MICROGRANTS REACHING THE DEEPEST LEVELS IN OUR COMMUNITIES. SENTARA INVESTED $3,850,300 FOR SENTARA SCHOLARS AND SENTARA CHOICE, WHICH ARE PROGRAMS TO SUPPORT STUDENTS WITH A VISION AND PATHWAY FOR SUCCESS THAT INCLUDES SUPPORT AND REMOVES BARRIERS TO HIGHER PAYING, MEANINGFUL HEALTHCARE CAREERS. SENTARA DONATED NEARLY $3.5 MILLION IN MEDICAL SUPPLIES TO SUPPORT CHARITIES ADDRESSING HUMANITARIAN CRISES IN UKRAINE, POLAND, HAITI, AND THE PHILIPPINES. THE CEI PROGRAM DELIVERS ECONOMIC, SOCIAL, AND ENVIROMENTAL BENEFITS FOR STAKEHOLDERS ACROSS ALL SENTARA MARKETS AND INCREASES OUR COMMUNITY CONNECTION. IT BUILDS ON SENTARA RECOGNIZED LEADERSHIP AND COMMITMENT TO THE COMMUNITIES WE SERVE. B. IN 2022, SENTARA LAUNCHED SENTARA COMMUNITY CARE, A NEW MODEL OF CARE WHICH INCLUDES SENTARA COMMUNITY CARE CENTERS AND SENTARA MOBILE CARE. SENTARA OPENED THE FIRST SENTARA COMMUNITY CARE CENTER AT UNION MISSION (HOMELESS SHELTER) IN NORFOLK, VIRGINIA FOLLOWED BY A CENTER IN THE BERKLEY NEIGHBORHOOD OF NORFOLK. ADDITIONALLY, SENTARA MOBILE CARE LAUNCHED, DELIVERING CARE IN A NUMBER OF COMMUNITIES WHO ARE UNDERSERVED AND LACKING ACCESS TO HEALTHCARE. C. SENTARA CONTINUED THE FOCUS ON THE IMPORTANT WORK OF DIVERSITY IN OUR WORKFORCE, TO DEEPEN OUR UNDERSTANDING OF CARING FOR OUR DIVERSE PATIENT POPULATION AND TO DEVELOP STRONG RELATIONSHIPS WITH DIVERSE COMMUNITY POPULATIONS. WE FORMED SEVERAL PARTNERSHIPS WITH KEY DIVERSITY-FOCUSED ORGANIZATIONS. WE CONTINUE THE WORK OF THE DIVERSITY AND INCLUSION COUNCILS AT ALL 12 HOSPITALS. AND WE CONTINUE TO DEVELOP NEW DIVERSITY AND INCLUSION COMPONENTS AND EDUCATION FOR ALL TEAM MEMBERS. ADDITIONALLY, SENTARA CONTINUED THE EXCELLENT WORK IN IDENTIFYING AND REDUCING BARRIERS SO PEOPLE CAN RECEIVE THE CARE THEY NEED. THE TEAM IDENTIFIES HEALTH DISPARITIES AND RESEARCH POSSIBLE CAUSES. THIS INCLUDES CHRONIC HEALTH ISSUES SUCH AS HYPERTENSION, DIABETES, AND THE HIGH RATES OF CANCER DEATHS IN MINORITY COMMUNITIES. ADDITIONALLY, WE HAVE POLICIES AND GUIDELINES TO ENSURE PROTECTION OF LGBTQ PATIENTS' RIGHTS AND IN 2022, IMPLEMENTED SOGI (SEXUAL ORIENTATION, GENDER IDENTITY) QUESTIONS INTO OUR EPIC EMR (ELECTRONIC MEDICAL RCORD) TO FURTHER OUR ABILITY TO CARE FOR PATIENTS AND CREATE TRUSTING RELATIONSHIPS WITH THEM. SENTARA ALSO PARTNERED WITH NUMEROUS COMMUNITY AND FAITH-BASED GROUPS TO PROVIDE EDUCATION AND EARLY DETECTION FOR COLORECTAL AND BREAST CANCERS. ELEVEN SENTARA HOSPITALS WERE NAMED A "TOP PERFORMER" IN THE 2022 LGBTQ HEALTHCARE EQUALITY INDEX (HEI), WHICH IS AWARDED TO THOSE SURVEYED ORGANIZATIONS THAT EARN HIGH SCORES BETWEEN 80 AND 95 IN THE 2022 HEI SURVEY. D. SENTARA IS PROUD OF THE MISSION-DRIVEN WORK OF THE THREE SENTARA FOUNDATIONS. THESE FOUNDATIONS RAISED $11,458,852 MILLION TO SUPPORT THE CLINICAL NEEDS OF THE SYSTEM AND PROVIDED FUNDING THROUGH GRANTS AND DIRECT CONTRIBUTIONS TO COMMUNITY ORGANIZATIONS THAT HAVE SIMILAR INTERESTS IN SUPPORTING COMMUNITY HEALTH NEEDS. E. SEVERAL YEARS AGO, SENTARA ESTABLISHED THE HOPE (HELPING OVERCOME PERSONAL EMERGENCY) FUND, WHICH IS AN EMERGENCY FINANCIAL RESOURCE FOR SENTARA EMPLOYEES THAT ARE EXPERIENCING CATASTROPHIC HARDSHIP OR LOSS THROUGH NO FAULT OF THEIR OWN. SENTARA EMPLOYEES WHO RECEIVE AID FROM THE HOPE FUND HAVE FACED DEVASTATING CRISES SUCH AS FIRE, DEATH, NATURAL DISASTERS, OR SERIOUS PERSONAL OR FAMILY ILLNESS. IN 2022, EMPLOYEES DONATED $274,078 TO THE HOPE FUND AND WE AWARDED $820,353 TO SENTARA EMPLOYEES IN CRISES ACROSS THE COMPANY. F. IN SUPPORT OF IMPROVING THE PUBLIC HEALTH OF OUR COMMUNITIES, SENTARA CONTRIBUTED SIGNIFICANTLY TOWARD THE FUTURE OLD DOMINION UNIVERSITY AND EASTERN VIRGINIA MEDICAL SCHOOL (EVMS) INTEGRATION. AND SEPARATELY, SENTARA DONATED TO OLD DOMINION UNIVERSITY, NORFOLK STATE UNIVERSITY AND EASTERN VIRGINIA MEDICAL SCHOOL IN SUPPORT OF ADDRESSING HEALTHCARE DISPARITIES IN UNDERSERVED COMMUNITIES. G. SENTARA IS DEEPLY COMMITTED TO DEEPENING THE ALIGNMENT BETWEEN OUR HEALTHCARE SERVICES AND OUR HEALTH PLANS. WE UNDERSTAND THAT IMPROVING OVERALL COMMUNITY HEALTH AT ALL LEVELS IS CRITICAL TO OUR EFFORTS FOR IMPROVING HEALTH ESPECIALLY FOR UNDERSERVED COMMUNITY MEMBERS. THROUGH OUR TRUSTED PARTNERSHIPS WITH ORGANIZATIONS, WE WORKED TO ENSURE GREATER ACCESS TO BEHAVIORAL HEALTH, SECURE, CONSISTENT, AND EQUITABLE ACCESS TO NUTRITIOUS FOOD, SUPPORT TARGETED TRAINING FOR SKILLED CAREERS IN HIGH-DEMAND FIELDS, DEVELOP EMERGENCY AND DIVERSE HOUSING SOLUTIONS AND ELIMINATE BARRIERS TO CARE AND STRENGTHEN THE CULTURAL FABRIC OF OUR COMMUNITIES. H. TO SUPPORT REDUCING HEALTH DISPARITIES WE HAVE ONGOING PARTNERSHIPS WITH THE UNIVERSITIES IN HAMPTON ROADS WHICH ARE OPERATIONALIZING A $3M COMMITMENT MADE IN 2021 TO LEVERAGE OUR INITIAL INVESTMENT TO BUILD COMMUNITY ENGAGEMENT AROUND CRITICAL ISSUES IDENTIFIED IN OUR COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) SUCH AS MATERNAL HEALTH AND SUBSTANCE USE DISORDER, CHILDREN'S BEHAVIORAL HEALTH, AND WORKING WITH MINORITY COMMUNITIES TO LEARN HOW TO ACCESS CRUCIAL SOCIAL SERVICES AND RESOURCES. I. SENTARA CONTRIBUTED $500,000 TO THE VIRGINIA FEDERATION OF FOOD BANKS TO BREAK DOWN BARRIERS WITH A 3-YEAR PLAN THAT AIMS TO DEEPEN FOOD BANK AND HEALTHCARE PARTNERSHIPS. THIS EFFORT WAS A HEALTH-FOCUSED, NEIGHBOR-CENTERED TRANSFORMATION OF VIRGINIA'S PANTRY NETWORK THAT IS A MOVEMENT GUIDING ALL INTERESTED PANTRIES TO IMPLEMENT MORE HEALTH-FOCUSED AND NEIGHBOR CENTERED PRACTICES. THIS COMMITMENT TO FOOD SECURITY EXTENDS DEEPER INTO OUR COMMUNITIES AS WE PARTNER WITH LOCAL FOOD PANTRIES AND OTHER COMMUNITY-BASED ORGANIZATIONS THAT SERVE MARGINALIZED POPULATIONS THAT WAS SHARED WITH OVER 30 ORGANIZATIONS. FORM 990, PART III, LINE 4A J. SENTARA CONTINUES TO RECOGNIZE THE NEED FOR HOUSING ALONG THE CONTINUUM TO INCLUDE SUPPORTING EMERGENCY, AFFORDABLE AND SUPPORTIVE HOUSING SERVICES IN CONNECTION WITH CITIES, COMMUNITY SERVICE BOARDS AND MENTAL HEALTH PROVIDERS ACROSS VIRGINIA. SENTARA ANNOUNCED AN $11M INVESTMENT IN THE MARSHALL-RIDLEY CHOICE NEIGHBORHOOD REVITALIZATION INITIATIVE IN NEWPORT NEWS, VIRGINIA. THIS PROJECT IS PART OF THE CHOICE NEIGHBORHOOD INITIATIVE, WHICH LEVERAGES PUBLIC AND PRIVATE INVESTMENTS TO REPLACE DISTRESSED PUBLIC HOUSING AND TRANSFORM NEIGHBORHOODS OF CONCENTRATED POVERTY INTO NEIGHBORHOODS OF OPPORTUNITY. IN 2022, SENTARA FUNDED A CAPITAL GRANT TO JUDEO CHRISTIAN OUTREACH CENTER (JCOC) IN SUPPORT OF AN AMBITIOUS CAMPUS REBUILD PROJECT THAT WILL DRAMATICALLY INCREASE OUR ABILITY TO LEAD PEOPLE OUT OF HUNGER AND HOMELESSNESS. THE NEW 20,644 SQ FT. FACILITY IN VIRGINIA BEACH WILL CREATE 38 SINGLE ROOM OCCUPANCY (SRO) AFFORDABLE-HOUSING UNITS. ALL RESIDENTS WILL HAVE ACCESS TO THE SUPPORT SERVICES PROVIDED BY JCOC AND OUR CONTINUUM OF CARE PARTNERS. THE COMPLEX WILL HOUSE OUR COMMUNITY DINNER, FOOD PANTRY AND FAMILY FOOD BOX PROGRAMS, WHICH SERVE MORE THAN 110,000 FREE MEALS WORTH OF FOOD A YEAR INCLUDING THE DISTRIBUTION OF MEAT AND NONPERISHABLES TO APPROXIMATELY 4,000 INDIVIDUALS ANNUALLY. SENTARA FUNDED 32 ORGANIZATIONS ACROSS VIRGINIA RANGING FROM $10,000-$500,000 THAT SUPPORT PROGRAMS AND PROJECTS WHO WORK IN THE AREA OF DISTRESSED PUBLIC HOUSING, TRANSFORMING NEIGHBORHOODS OF CONCENTRATED POVERTY INTO NEIGHBORHOODS OF OPPORTUNITY. K. COMMUNITY HEALTH INITIATIVES SENTARA AND SENTARA HEALTH PLANS, FORMERLY KNOWN AS OPTIMA HEALTH AND VIRGINIA PREMIER, HAVE LONG BEEN COMMITTED TO PROVIDING HEALTH AND PREVENTION SERVICES TO THE COMMUNITIES WE SERVE THROUGH MANY CHANNELS INCLUDING THE SENTARA HEALTH COMMUNITY HEALTH AND PREVENTION ORGANIZATION WITHIN SENTARA. BELOW ARE SOME KEY HIGHLIGHTS OF THE EFFORTS IN OUR COMMUNITIES IN 2022: SENTARA CONTINUED TO OFFER PROGRAMS SUCH AS EATING FOR LIFE, WALKABOUT WITH HEALTHY EDGE, HEALTH HABITS, HEALTHY YOU, MEDITATION, TAI CHI AND YOGA. SENTARA HOSTS SEVERAL COMMUNITY EVENTS RAISING AWARENESS AROUND KEY HEALTH AWARENESS MONTHS. ONE GOOD EXAMPLE IS THROUGH THE PROMOTION OF "28 DAYS OF HEART" IN FEBRUARY 2022 IN SUPPORT OF HEART HEALTH AWARENESS. ONLINE PROMOTIONS, RADIO ADS, VIDEOS, SCREENINGS, AND MORE WERE CONDUCTED TO RAISE AWARENESS OF HEART DISEASE THROUGHOUT THE COMMUNITIES WE SERVE IN VIRGINIA AND NORTH CAROLINA. ADDITIONALLY, SENTARA NORFOLK GENERAL HOSPITAL CONTINUED TO UTILIZE GRANT FUNDING THAT SUPPORTS COMMUNITY HEALTH WORKERS TO PROVIDE CASE MANAGEMENT SERVICES FOR SURVIVORS OF GUN VIOLENCE, ASSAULTS AND STABBINGS ADMITTED TO THE TRAUMA SERVICE OR DISCHARGED FROM THE EMERGENCY DEPARTMENT. THE PURPOSE OF THE PROGRAM IS TO ASSIST SURVIVORS OF VIOLENCE, ASSESS THEIR SOCIAL DETERMINANTS OF HEALTH AND, BASED ON THE RESULTS, DEVELOP AN INTERVENTION. III. COMMITMENT TO OUR TEAM MEMBERS A. SENTARA INVESTING IN OUR PEOPLE IS ALWAYS A TOP PRIORITY AND IN LINE WITH OUR MISSION TO IMPROVE HEALTH EVERY DAY. IN 2022 ALONE, SENTARA INVESTED MORE THAN $125M IN PAY INCREASES AND ENHANCED BENEFITS FOR OUR COLLEAGUES. THE PAY INCREASES TOTALED $110M AND $15M CONSTITUTED ENHANCED OR NEW BENEFITS INCLUDING - REIMBURSEMENT PROGRAMS TO ASSIST WITH ADOPTION EXPENSES; INFERTILITY CARE EXPENSES AND SURROGACY AND GESTATIONAL CARRIER EXPENSES; SHORT TERM DISABILITY ELIGIBILITY AT 7 DAYS; INCREASED PAID TIME OFF; PAID PARENTAL LEAVE; ENHANCED SICK TIME ELIGIBILITY; ADDITIONAL SUPPORT FOR FAMILY CAREGIVER; AND INCREASED EDUCATIONAL ASSISTANCE TO SUPPORT CAREER ADVANCEMENT. B. WORKPLACE SAFETY FOR OUR SENTARA COLLEAGUES IS PARAMOUNT. WE MUST KEEP OUR COLLEAGUES SAFE FOR THEM TO BE ABLE TO CARE FOR OUR MEMBERS, PATIENTS, AND THE COMMUNITIES WE SERVE. IN THE INTEREST OF EMPLOYEE, PATIENT AND VISITOR SAFETY, SENTARA IMPLEMENTED A VISITOR BADGING SYSTEM AT OUR HOSPITALS. ADDITIONALLY, PERSONAL SAFETY DEVICES WERE DISTRIBUTED TO THE HOME VISITING STAFF WHO WORK IN THE AREAS OF HOME HEALTH, INFUSION SERVICES, AND SENTARA PACE. THESE DEVICES ATTACH TO A SMART PHONE AND SUMMON HELP FOR A SAFETY RESPONSE TEAM AT A TOUCH OF A BUTTON. ALSO, SENTARA IMPLEMENTED A "BE KIND" MARKETING CAMPAIGN TO EMPHASIZE THE IMPORTANCE OF COMPASSION AND RESPECT, ESPECIALLY TOWARD HEALTH CARE EMPLOYEES. IV. GROWTH IN SENTARA HEALTH OUR GROWTH IN 2022 INCLUDED THE FOLLOWING: A. SENTARA BROKE GROUND ON ITS NEW SENTARA ALBEMARLE MEDICAL CENTER, A STATE-OF-THE-ART 88 BED HOSPITAL TO REPLACE THE CURRENT 60-YEAR-OLD FACILITY ALSO LOCATED IN ELIZABETH CITY, NC. THE NEW HOSPITAL WILL ADJOIN A 60,000 SQUARE FOOT MEDICAL OFFICE BUILDING THAT IS SLATED TO OPEN IN SPRING 2023. THIS CAMPUS REFLECTS THE MOST SIGNIFICANT INVESTMENT IN HEALTH CARE IN NORTHEAST NORTH CAROLINA SINCE THE CURRENT SENTARA ALBEMARLE MEDICAL CENTER WAS OPENED MORE THAN 60 YEARS AGO. B. SENTARA HEALTH PLANS, FORMERLY KNOWN AS OPTIMA HEALTH AND VIRGINIA PREMIER, CONTINUED TO COLLECTIVELY SERVE OVER 737,000 ELIGIBLE VIRGINIANS WHO QUALIFIED FOR MEDICAID. C. SENTARA ACQUIRED AVMED, INC., A NOT-FOR-PROFIT HEALTH PLAN IN FLORIDA. AVMED PROVIDES COMMERCIAL GROUP, INDIVIDUAL, AND MEDICARE ADVANTAGE COVERAGE TO ABOUT 200,000 MEMBERS. D. THE SENTARA BROCK CANCER CENTER IN NORFOLK, VIRGINIA, BEGAN ITS THIRD YEAR SERVING AS A PATIENT-CENTERED FACILITY THAT IS TRANSFORMING CANCER CARE IN SOUTHEAST VIRGINIA/NORTHEAST NORTH CAROLINA. THE SENTARA BROCK CANCER CENTER SERVES 700-1,000 PATIENTS PER DAY. ADDITIONALLY, SENTARA FORMED THE LUKE HILLIER CANCER RESEARCH ALLIANCE, AND DEDICATED THE LOBBY OF THE SENTARA BROCK CANCER CENTER IN HONOR OF KAY MORGAN STOCKWELL. ALSO, WITHIN THE CANCER CENTER, SENTARA OPENED THE CARILLO KERN CENTER FOR INTEGRATIVE THERAPIES. E. IN HAMPTON ROADS, SENTARA OPENED A NEW PLASTIC SURGERY PRACTICE; A NEW GASTROENTEROLOGY PRACTICE; A NEW WEIGHT LOSS PRACTICE AND OPENED A NEW COMPREHENSIVE CARE PRACTICE. ADDITIONALLY, SENTARA WILLIAMSBURG REGIONAL MEDICAL CENTER WAS AWARDED THE HIGHEST RATING FROM THE AMERICAN COLLEGE OF EMERGENCY PHYSICIANS FOR SENIOR EMERGENCY CARE. F. IN THE BLUE RIDGE REGION (HARRISONBURG AND CHARLOTTESVILLE), SENTARA LAUNCHED A NEW PRIMARY CARE AND THERAPY CENTER IN STAUNTON AND OPENED A NEW OUTPATIENT CARE CENTER IN CHARLOTTESVILLE. G. IN THE HALIFAX REGION, SENTARA HALIFAX REGIONAL HOSPITAL INTRODUCED A DIALECTICAL BEHAVIOR THERAPY PROGRAM, WHICH IS COGNITIVE BEHAVIORAL THERAPY DESIGNED TO TREAT BORDERLINE PERSONALITY DISORDER AND FOR TREATMENT OF OTHER MENTAL HEALTH ISSUES. H. IN NORTHERN VIRGINIA, SENTARA OPENED A NEW FAMILY AND INTERNAL MEDICINE PRACTICE. I. THE VB STRONG CENTER, A PARTNERSHIP BETWEEN SENTARA AND THE CITY OF VIRGINIA BEACH, HAS RECEIVED FUNDING TO EXTEND ITS SERVICE TO THE COMMUNITY. THE CENTER IS COMMITTED TO EMPOWERING AND UPLIFTING THOSE AFFECTED BY THE VIRGINIA BEACH MUNICIPAL CENTER SHOOTING ON MAY 31, 2019. V. DIGITAL INITIATIVES AND INNOVATION SUCCESS A. SENTARA IMPLEMENTED KEY INFRASTRUCTURE TECHNOLOGIES TO IMPROVE ORGANIZATIONAL PERFORMANCE TO INCLUDE WORKDAY (FINANCE AND HR PLATFORM) AND STRATA (PRODUCTIVITY PERFORMANCE PLATFORM). B. SENTARA CONTINUED ITS FOCUS ON ENHANCING THE CONSUMER DIGITAL EXPERIENCE AND PROVIDING IMPROVED EFFICIENCIES BY CONVERTING FROM THE SENTARA APP TO THE SENTARA BRANDED EPIC MYCHART APP. C. THE VOICE OF THE CUSTOMER MODEL WAS HEAVILY UTILIZED TO UNDERSTAND MORE FROM OUR CONSUMERS. THE MODEL ENABLES SENTARA TO INTEGRATE THE VOICE OF THE CUSTOMER INTO ALL FACETS OF BUSINESS DECISION-MAKING AND PRODUCT DEVELOPMENT BOTH IN THE BRICK-AND-MORTAR WORLD AND IN THE WORLD OF VIRTUAL CARE. D. SENTARA HEALTH PLANS MIGRATED TO A NEW PHARMACY BENEFIT PLATFORM TO BETTER MANAGE PHARMACY SPEND AND OFFER COMPETITIVE PRICING AND ENHANCED SERVICES TO OUR CURRENT AND FUTURE CONSUMERS. E. SENTARA CREATED AN ENVIRONMENTAL STEWARDSHIP COUNCIL TO BETTER ALIGN THE COMPANY WITH COMMON ENVIRONMENTAL, SOCIAL AND GOVERNANCE (ESG) STANDARDS. THE COUNCIL SHARES BEST PRACTICES AND POLICIES WITHIN THE COMPANY AS WELL AS REVIEWS THE ACCOMPLISHMENTS FROM OTHER HEALTH SYSTEMS AND COMMUNITIES TO INTEGRATE INTO SUCCESSES FOR SENTARA. FORM 990, PART III, LINE 4A VI. BY THE NUMBERS: A. 786,063 EMERGENCY ROOM VISITS; 16,036 BABIES DELIVERED, 14 HEART TRANSPLANTS, 66 KIDNEY TRANSPLANTS, 2 PANCREAS TRANSPLANTS, 130 COVID-19 VACCINE CLINICS, 261,000 SENTARA LAB COVID-19 TESTS, 25,000 COVID-19 BOOSTERS AND FLU VACCINES BY SENTARA EMPLOYEE HEALTH, 863 LIFE-SAVING TRIPS FROM THE NIGHTINGALE AIR AMBULANCE, AND 157,967 MEDICAL, BEHAVIORAL AND PREGNANCY CASES MANAGED THROUGH OUR HEALTH PLANS. VII. EXPANDING EDUCATIONAL AND RESEARCH OPPORTUNITIES A. EDUCATION: SENTARA IS COMMITTED TO ALWAYS IMPROVING - INCLUDING ENCOURAGING REGISTERED NURSES (RNS) TO CONTINUE PURSUING EDUCATIONAL OPPORTUNITIES. CONTINUOUS LEARNING WILL ADVANCE THE CARE SENTARA NURSES DELIVER TO OUR PATIENTS AND ALLOW THEM TO ADVANCE IN THEIR CAREERS. IN 2022, SENTARA REACHED 78.1% OF SENTARA NURSES HAVING EARNED OR ARE UNDER CONTRACT TO EARN A BSN. SENTARA HAD 71.6% OF ITS NURSING WORKFORCE HOLDING A BSN OR HIGHER DEGREE WITH 6.5% OF LICENSED RNS WITH A CONTRACT TO COMPLETE THEIR BSN. B. RESEARCH: RESEARCH IS ANOTHER WAY SENTARA IS ALWAYS IMPROVING. IN 2022, SENTARA EXPERIENCED A 16.5% INCREASE IN CLINICAL TRIALS AND 31.5% INCREASE IN PRINCIPAL INVESTIGATORS COMPARED TO 2021. THE SENTARA HEALTH RESEARCH CENTER PROVIDES SCIENTIFIC, ADMINISTRATIVE, AND REGULATORY SUPPORT FOR RESEARCH CONDUCTED ACROSS SENTARA HEALTH AND IN OUR COMMUNITIES. THE SENTARA HEALTH RESEARCH CENTER STRIVES TO IMPROVE TREATMENT OPTIONS, MEDICAL TECHNOLOGY, AND HEALTH EQUITIES WITH OUR DEDICATED TEAM OF EXPERTS AND STATE-OF-THE-ART TECHNOLOGY. OUR RESEARCH TAKES PLACE INSIDE AND OUTSIDE OF THE HOSPITAL. WE ALSO CONDUCT RESEARCH IN OUR COMMUNITY AND PARTNER WITH MANY COMMUNITY PRACTICES. OUR RESEARCH HELPS TO ADVANCE SCIENTIFIC UNDERSTANDING OF DISEASES AND ADVANCE KNOWLEDGE THAT LEADS TO BETTER AND MORE EFFECTIVE TREATMENTS THAT IMPROVE THE HEALTH IN OUR COMMUNITIES. OUR AREAS OF RESEARCH INCLUDE: CANCER CARDIOVASCULAR HEALTHCARE DELIVERY AND HEALTH EQUITY INTERNAL MEDICINE NEUROSCIENCES ORTHOPEDICS PULMONARY CRITICAL CARE WITH HEALTH CARE FACILITIES THROUGHOUT VIRGINIA AND NORTH CAROLINA, SENTARA TREATS A DIVERSE POPULATION OF PATIENTS. BECAUSE OF OUR WEALTH OF EXPERTISE, CUTTING-EDGE TECHNOLOGY AND CENTRALIZED AND COHESIVE RESEARCH DEPARTMENT, SENTARA CONTINUES TO BE A PREMIER HEALTH RESEARCH PARTNER. VIII. QUALITY, PATIENT SAFETY, AND COMMUNITY DISTINCTIONS AND AWARDS A. AWARD-WINNING CARE - AS ALWAYS, SENTARA IS PROUD AND HUMBLED BY THE VARIOUS AWARDS AND RECOGNITIONS THE COMPANY RECEIVED OVER THE COURSE OF THE YEAR. OUR MISSION IS "WE IMPROVE HEALTH EVERY DAY". TO RECEIVE AN AWARD IS SIMPLY AN ADDED ACKNOWLEDGEMENT OF OUR MISSION DRIVEN WORK. HERE ARE A FEW OF THE 2022 AWARDS AND RECOGNITIONS: I. SENTARA HEALTH WAS NAMED BEST EMPLOYER - NEW GRADS, BEST EMPLOYER - VETERANS, AND AMERICA'S BEST EMPLOYER - ALL BY FORBES. II. ELEVEN SENTARA HOSPITALS EARNED A "TOP PERFORMER IN LGBTQ HEALTHCARE EQUALITY" IN THE 2022 TIMEFRAME FOR THE HEALTHCARE EQUALITY INDEX (HEI), A NATIONAL LGBTQ BENCHMARKING TOOL FROM THE HUMAN RIGHTS CAMPAIGN. III. SENTARA WAS ACKNOWLEDGED AS A LEADING COMPANY IN THE "GENEROUS VIRGINIANS" REPORT PUBLISHED IN VIRGINIA BUSINESS IN MAY 2022. SENTARA PROVIDED $18 MILLION TO EASTERN VIRGINIA MEDICAL SCHOOL (EVMS) AND $2 MILLION TO THE EASTERN VIRGINIA MEDICAL SCHOOL'S SCHOOL OF PUBLIC HEALTH IN 2021. AND, IN THE CATEGORY OF TOTAL CORPORATE DONATIONS TO VIRGINIA NONPROFITS IN 2021, SENTARA WAS TOP OF THE LIST WITH DONATIONS TOTALING $35 MILLION. IV. SENTARA WAS NAMED DIGITAL HEALTH MOST WIRED HEALTH SYSTEM BY THE COLLEGE OF HEALTHCARE INFORMATION MANAGEMENT EXECUTIVES (CHIME). THE DIGITAL HEALTH MOST WIRED PROGRAM CONDUCTS AN ANNUAL SURVEY TO ASSESS HOW EFFECTIVELY HEALTHCARE ORGANIZATIONS APPLY CORE AND ADVANCED TECHNOLOGIES INTO THEIR CLINICAL AND BUSINESS PROGRAMS TO IMPROVE HEALTH AND CARE IN THEIR COMMUNITIES. V. SENTARA WAS AWARDED THE REGIONAL CORPORATION OF THE YEAR - CAROLINAS - VIRGINIA MINORITY SUPPLIERS DEVELOPMENT COUNCIL. THE AWARD RECOGNIZES A MEMBER COMPANY WHO HAS EVIDENCED THE MOST COMMITMENT TO MINORITY BUSINESS DEVELOPMENT DURING THE PREVIOUS YEAR. VI. SENTARA COLLEGE OF HEALTH SCIENCES WAS AWARDED THE BEST OF COASTAL VIRGINIA - PRIVATE COLLEGE/UNIVERSITY; BEST OF COASTAL VIRGINIA - SPECIALTY SCHOOL; BEST OF COASTAL VIRGINIA - TECHNICAL SCHOOL. IX. HEALTH PLANS A. GROWTH SENTARA HEALTH PLANS, FORMERLY KNOWN AS OPTIMA HEALTH AND VIRGINIA PREMIER, CONTINUES TO SEE GROWTH AND ALONG WITH AVMED, SERVES OVER ONE MILLION MEMBERS IN VIRGINIA, NORTH CAROLINA, AND FLORIDA. OPTIMA HEALTH MEDICARE STAR RATING INCREASED TO 4.0 FROM 3.5 AND SENTARA HEALTH PLANS CONTINUES TO PRESS FORWARD ON ITS QUALITY, AFFORDABILITY, ACCESSIBILITY, HEALTH AND WELLNESS, VIRTUAL CARE, AND CUSTOMER EXPERIENCE. X. COVID-19 A. THE THIRD YEAR OF THE PANDEMIC PRESENTED MANY CHALLENGES, YET MUCH HOPE GIVEN THE DISTRIBUTION OF THE COVID-19 VACCINES AND BOOSTERS. SENTARA LEADERS AND TEAM MEMBERS CONTINUED TO RISE TO NEW HEIGHTS WITH THEIR HARD WORK AND PERSEVERANCE IN TAKING CARE OF EACH OTHER AS WELL AS OUR MEMBERS AND PATIENTS. HERE ARE A FEW HIGHLIGHTS: I. SAFETY FOR OUR PATIENTS AND VISITORS: SENTARA CONTINUED ITS DILIGENCE FOR CLEANING/SANITIZING PATIENT CARE AREAS, MANDATORY MASKING, AND SOCIAL DISTANCING. II. VACCINE EDUCATION: SENTARA IMPLEMENTED SEVERAL MARKETING CAMPAIGNS TO EDUCATE ALL IN THE COMMUNITY THE NEED TO GET VACCINATED AND BOOSTED. III. PROTECTING OUR TEAM MEMBERS: SENTARA CONTINUED ITS RIGOROUS SCREENING PROCEDURES AT ALL OUR FACILITIES AND WORK LOCATIONS. IV. SUPPORTING OUR TEAM MEMBERS: SENTARA CONTINUED WITH THE PROGRAM, "YOU MATTER" TO HELP TEAM MEMBERS WITH THEIR SOCIAL, EMOTIONAL, AND BEHAVIORAL HEALTH NEEDS DURING THIS DIFFICULT PANDEMIC PERIOD. "YOU MATTER" HAS AN ABUNDANCE OF RESOURCES FOR STRESS MANAGEMENT, MINDFULNESS, RESILIENCE, MENTAL WELLNESS, AND CARE GIVER STRESS. SENTARA STRESSED THE NEED FOR TEAM MEMBERS TO TAKE CARE OF THEMSELVES AND EACH OTHER. SENTARA COVID-19 STEERING COMMITTEE: SENTARA CONTINUED TO DILIGENTLY MONITOR THE PANDEMIC CRISIS WITH THE ONGOING WORK OF THE COVID-19 STEERING COMMITTEE. LEADERS MET FREQUENTLY AND THIS ALLOWED SENTARA TO SUCCESSFULLY RESPOND, PIVOT, PLAN, AND COORDINATE ACTIONS IN RESPONSE TO THE UNPRECEDENTED PANDEMIC. SENTARA LEADERS FREQUENTLY WERE IN COMMUNICATION WITH FEDERAL, STATE, REGIONAL AND LOCAL ELECTED OFFICIALS, AND OTHER KEY STAKEHOLDERS TO COLLECTIVELY LEARN AND ADVISE OTHERS OF NEEDS AND ISSUES. CONCLUSION: SENTARA HEALTH IS COMMITTED TO OUR MISSION - WE IMPROVE HEALTH EVERY DAY. WE PROVIDE QUALITY CARE THROUGH EXPERT PROVIDERS, USING CUTTING-EDGE TECHNOLOGY, DEPLOYING MEDICAL BREAKTHROUGHS, AND PROVIDING EXCELLENT CUSTOMER SERVICE - ALL WITH A CONSTANT FOCUS ON INNOVATION. AND WE ARE COMMITTED TO SUPPORTING THE COMMUNITIES WE SERVE THROUGH OUR COMMUNITY ENGAGEMENT AND IMPACT PROGRAM, SERVING DIVERSITY AND EXPLORING HEALTH EQUITIES, VOLUNTEERISM, GRANTS, SPONSORSHIPS, AND SUPPORTING INITIATIVES THAT LIFT OUR COMMUNITIES. WE LOOK FORWARD TO ANOTHER YEAR OF COMMUNITY SUCCESS, GROWTH, AND INNOVATION IN 2023. FORM 990, PART V, LINE 1A, NUMBER REPORTED IN BOX 3 OF FORM 1096: SENTARA HEALTH, A VIRGINIA NONSTOCK CORPORATION AND THE 501(C)(3) TAX EXEMPT PARENT OF THE SENTARA HEALTH SYSTEM, MAINTAINS AN AGENCY RELATIONSHIP WITH THE ORGANIZATION AND ISSUES ALL 1099S ON ITS BEHALF. THE NUMBER REPORTED IS A BEST ESTIMATE OF THE 1099S ATTRIBUTABLE TO THE ORGANIZATION. THE EXACT NUMBER CANNOT BE DETERMINED; AS SOME OF THE 1099S ISSUED BY THE AGENT ARE ATTRIBUTABLE TO MORE THAN ONE ENTITY, AND THERE IS NO REPORTING MECHANISM TO DETERMINE 1099'S ATTRIBUTABLE SOLELY TO THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 2 DRS. HABIB BASSIL AND SAID B. ISKANDAR HAVE A BUSINESS RELATIONSHIP. THE ORGANIZATION'S OFFICERS AND DIRECTORS SERVED TOGETHER ON THE BOARDS OF OTHER ORGANIZATIONS WITHIN THE SENTARA HEALTH SYSTEM ("THE SYSTEM"), AS WELL AS JOINT VENTURES IN WHICH THE SYSTEM HAD AN OWNERSHIP INTEREST. SEE SCHEDULE R FOR A LISTING OF SUCH ENTITIES. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION'S SOLE MEMBER WAS SENTARA HEALTH, A VIRGINIA NONSTOCK CORPORATION AND 501(C)(3) TAX EXEMPT ENTITY. FORM 990, PART VI, SECTION A, LINE 7A A BOARD OF DIRECTORS, WHICH SERVED AS THE ORGANIZATION'S GOVERNING BODY, WAS COMPOSED OF TWO CLASSES OF DIRECTORS, A CLASS OF DIRECTORS APPOINTED BY THE ORGANIZATION'S SOLE MEMBER, SENTARA HEALTH, A VIRGINIA NONSTOCK CORPORATION AND THE 501(C)(3) TAX EXEMPT PARENT OF THE SENTARA HEALTH SYSTEM, AND A CLASS OF DIRECTORS NOMINATED BY HALIFAX REGIONAL HOSPITAL, INC.'S NOMINATING COMMITTEE, AND RATIFIED BY THE BOARD OF DIRECTORS OF SENTARA HEALTH. FORM 990, PART VI, SECTION A, LINE 7B THE ORGANIZATION MAY NOT TAKE OR ALLOW ANY OF THE FOLLOWING GOVERNANCE ACTIONS WITHOUT THE CONSENT OF ITS SOLE MEMBER, SENTARA HEALTH, A VIRGINIA NONSTOCK CORPORATION AND THE 501(C)(3) TAX EXEMPT PARENT OF THE SENTARA HEATLH SYSTEM: APPROVAL OR ADOPTION OF ANY PLAN OF MERGER OR CONSOLIDATION, ANY SALE, LEASE, EXCHANGE, MORTGAGE, PLEDGE OR OTHER DISPOSITION OF ALL, OR SUBSTANTIALLY ALL, THE PROPERTY AND ASSETS OF THE ORGANIZATION, THE VOLUNTARY DISSOLUTION OR LIQUIDATION OF THE ORGANIZATION, REVOCATION OF ANY SUCH VOLUNTARY DISSOLUTION PROCEEDINGS, OR ANY DECISION TO FILE A PETITON REQUESTING OR CONSENTING TO AN ORDER FOR RELIEF UNDER THE FEDERAL BANKRUPTCY LAWS OR SIMILAR STATE LAWS FOR THE ORGANIZATION; ELECTION OF NEW BOARD MEMBERS; ANY ALTERATION, AMENDMENT, RESTATEMENT OR REPEAL OF ANY GOVERNING DOCUMENTS; THE ADOPTION OF ANY NEW GOVERNING DOCUMENTS; OR ANY ACTION TO BE TAKEN AS THE MEMBER UNDER THE GOVERNING DOCUMENTS. THE APPROVAL OF THE SOLE MEMBER IS ALSO REQUIRED FOR CERTAIN OPERATIONAL ACTIONS, AS OUTLINED IN THE ORGANIZATION'S BYLAWS. SUCH ACTIONS INCLUDE, BUT ARE NOT LIMITED TO, APPROVAL OF STRATEGIC OR LONG-RANGE BUSINESS PLANS AND ANNUAL OPERATING AND CAPITAL BUDGETS; CREATION OR ACQUISITION OF SUBSIDIARIES OR INTERESTS IN WHICH THE ORGANIZATION WILL BE A MEMBER; ENTRANCE INTO JOINT VENTURE OR OTHER SIMILAR ARRANGEMENTS; EMPLOYMENT MATTERS CONCERNING THE ORGANIZATION'S PRESIDENT, CHIEF OPERATING OFFICER OR CHIEF FINANCIAL OFFICER; TRANSACTIONS WITH INTERESTED PARTIES; INDEBTEDNESS NOT INCLUDED IN AN OPERATING OR CAPITAL BUDGET APPROVED BY THE MEMBER; THE COMMENCEMENT OR SETTLEMENT OF CERTAIN LITIGATION; AND ENTERING INTO, TERMINATING OR CHANGING ANY THIRD-PARTY PAYOR CONTRACT. SENTARA HEALTH, AS SOLE MEMBER, HAS EXCLUSIVE AUTHORITY TO DIRECT AND MANAGE THE OPERATIONS AND AFFAIRS OF THE ORGANIZATION, AND TO MAKE ALL DECISIONS REGARDING THE BUSINESS OF THE ORGANIZATION, SUBJECT TO BOARD OVERSIGHT TO THE EXTENT AND IN THE MANNER SET FORTH IN THE ORGANIZATION'S BYLAWS. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION WAS PART OF THE SENTARA HEALTH SYSTEM ("THE SYSTEM"), AND AS SUCH, USED THE SYSTEM'S IN-HOUSE TAX DEPARTMENT, HEADED BY A LICENSED CERTIFIED PUBLIC ACCOUNTANT, TO BOTH PREPARE AND REVIEW ITS FORM 990. DURING THE PREPARATION AND REVIEW PROCESS, THE TAX DEPARTMENT WORKED CLOSELY WITH OTHER SYSTEM DEPARTMENTS, SUCH AS LEGAL, COMPENSATION AND BENEFITS, COMPLIANCE, FINANCE, AND MARKETING, TO ENSURE THAT A COMPLETE AND ACCURATE RETURN WAS FILED. THE PARENT OF THE SYSTEM IS SENTARA HEALTH, A VIRGINIA NONSTOCK CORPORATION AND 501(C)(3) TAX EXEMPT ENTITY. FORM 990, PART VI, SECTION B, LINE 12C DIRECTORS, BOARD-NOMINATED OFFICERS, AND KEY EMPLOYEES ARE REQUESTED TO SUBMIT AN ANNUAL CONFLICT OF INTEREST QUESTIONNAIRE AND CERTIFY TO THE COMPLETION AND ACCURACY OF THE INFORMATION DISCLOSED. ADDITIONALLY, EACH ORGANIZATION'S GOVERNING BOARD OR APPROPRIATE BODY MONITORS TRANSACTIONS INVOLVING DISCLOSED POTENTIAL CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 AS PART OF THE SENTARA HEALTH SYSTEM ("THE SYSTEM"), THE ORGANIZATION FOLLOWED PROCESSES AND PROCEDURES SET FORTH IN ITS GOVERNING DOCUMENTS TO ENSURE COMPLIANCE WITH ITS OBLIGATIONS AS A 501(C)(3) HEALTHCARE ORGANIZATION TO PAY DISQUALIFIED PERSONS REASONABLE COMPENSATION. SUCH PROCESSES AND PROCEDURES ARE INTENDED TO ESTABLISH THE REBUTTABLE PRESUMPTION OF REASONABLENESS UNDER THE INTERNAL REVENUE CODE SECTION 4958 REGULATIONS. THE COMPENSATION PHILOSOPHY OF THE ORGANIZATION IS TO BASE OVERALL COMPENSATION AND BENEFITS FOR EXECUTIVES ON NOT-FOR-PROFIT MARKET COMPARABLES, TAKING INTO CONSIDERATION THE INDIVIDUAL SKILLS, EXPERIENCE, TENURE AND PERFORMANCE OF THE EXECUTIVE BEING COMPENSATED AND OVERALL PERFORMANCE OF THE ORGANIZATION. IN LINE WITH THIS PHILOSOPHY, THE ORGANIZATION PERFORMED SUBSTANTIAL DUE DILIGENCE AS TO MARKET COMPARABLES. THE COMPENSATION COMMITTEE, WHICH CONSISTS OF INDEPENDENT BOARD MEMBERS WITHOUT CONFLICTS OF INTEREST, ENGAGED AN OUTSIDE CONSULTANT, WHO REPORTS TO THE COMPENSATION COMMITTEE, TO CONDUCT A STUDY ASSESSING THE COMPETITIVENESS OF TOTAL COMPENSATION (INCLUDING CASH COMPENSATION, BENEFITS AND PERQUISITES) OF ITS SENIOR EXECUTIVES PRIOR TO MAKING DECISIONS REGARDING ANNUAL BASE SALARY ADJUSTMENTS, APPROVING INCENTIVE AWARDS, OR CONSIDERING PROGRAMMATIC CHANGES. THE STUDY COMPARED THE COMPENSATION OF THE ORGANIZATION'S SENIOR EXECUTIVES TO COMPENSATION DATA FROM PUBLISHED SURVEY SOURCES BASED ON EACH SENIOR EXECUTIVE'S FUNCTIONAL RESPONSIBILITY. IN CONDUCTING THE STUDY, THE CONSULTANT TARGETED OTHER NOT-FOR-PROFIT HEALTH SYSTEMS OF SIMILAR SIZE BASED ON NET REVENUE AND COMPLEXITY. FOR HEALTH PLAN POSITIONS, HEALTH PLANS WITH SIMILAR PREMIUMS, OR MEMBERS, WERE TARGETED. THE CONSULTANT ALSO CONDUCTS A REVIEW OF THE ORGANIZATION'S PERFORMANCE EVERY YEAR. THE MOST RECENT STUDY COMPARED SENTARA'S PERFORMANCE TO 28 NOT-FOR-PROFIT HEALTHCARE SYSTEMS, AND 36 INDEPENDENT AND INTEGRATED DELIVERY SYSTEM-OWNED HEALTH PLANS BASED ON NET REVENUE GROWTH, OPERATING MARGIN, VARIOUS CLINICAL QUALITY METRICS AND PATIENT SATISFACTION. OVERALL, THE CONSULTANT DETERMINED THAT SENTARA'S PAY WAS ALIGNED WITH ITS RELATIVE PERFORMANCE. THE COMPENSATION STUDY WAS PRESENTED TO THE ORGANIZATION'S COMPENSATION COMMITTEE, WHICH MADE ITS COMPENSATION DECISIONS BASED ON A) ITS REVIEW AND ANALYSIS OF THE PERFORMANCE OF BOTH THE ORGANIZATION AND ITS SENIOR EXECUTIVES AND, B) A REASONABLENESS OF COMPENSATION ANALYSIS AND OPINION FROM AN EXTERNAL EXPERT IN THE COMPENSATION OF EXECUTIVES IN THE TAX-EXEMPT HEALTH CARE FIELD. THE COMMITTEE'S BASES FOR ITS DECISIONS WERE DOCUMENTED IN COMMITTEE MINUTES TAKEN DURING THE MEETINGS AND THEN CIRCULATED FOR REVIEW AND APPROVAL. ALL DECISIONS REGARDING COMPENSATION WERE MADE BY THE COMMITTEE, WHICH CONSISTS OF INDEPENDENT BOARD MEMBERS WITHOUT CONFLICT OF INTERESTS. THIS PROCESS WAS USED TO ESTABLISH COMPENSATION FOR THE ORGANIZATION'S TREASURER AND VICE CHAIRMAN, WHO ALSO SERVED AS SENIOR VICE PRESIDENT AND CORPORATE VICE PRESIDENT OF THE SYSTEM, RESPECTIVELY. THE OUTSIDE MARKET STUDY DESCRIBED ABOVE WAS USED TO ESTABLISH COMPENSATION FOR THE ORGANIZATION'S PRESIDENT, WHO IS CONSIDERED THE TOP MANAGEMENT OFFICIAL OF THE ORGANIZATION. RESULTS WERE PRESENTED TO THE PRESIDENT AND CEO OF THE SYSTEM FOR REVIEW AND APPROVAL RATHER THAN THE SYSTEM'S COMPENSATION COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 THE CONSOLIDATED FINANCIAL STATEMENTS FOR SENTARA HEALTH AND SUBSIDIARIES WERE MADE PUBLICLY AVAILABLE THROUGH THE USE OF DAC BOND (DISCLOSURE DISSEMINATION AGENT) AND CAN BE FOUND ON THE INTERNET AT WWW.DACBOND.COM. THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICTS OF INTEREST POLICY ARE GENERALLY NOT MADE AVAILABLE TO THE PUBLIC. FORM 990, PART VI, LINE 1B, BOARD MEMBER INDEPENDENCE: SENTARA HEALTH, A VIRGINIA NONSTOCK CORPORATION AND THE 501(C)(3) TAX EXEMPT PARENT OF THE SENTARA HEALTH SYSTEM, APPOINTS THE ORGANIZATION'S DIRECTORS AS DESCRIBED IN CORE PART VI LINE 7. THE GOVERNING BOARD OF SENTARA HEALTH IS A COMMUNITY-BASED BOARD COMPRISED OF 16 VOTING MEMBERS, 15 OF WHICH ARE CONSIDERED INDEPENDENT, AS DEFINED IN THE FORM 990 INSTRUCTIONS. FORM 990, PART IX, LINE 11G NON-EMPLOYEE HEALTHCARE PROFESSIONALS: PROGRAM SERVICE EXPENSES 19,961,444. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 19,961,444. FORM 990, PART XI, LINE 9: BOOK RECLASS OF INTERCOMPANY ACCOUNT BALANCES TO EQUITY 16,835,438. 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