2025-05-15T13:29:49-05:00 2024-06-30 991856619 GRANT THORNTON ADVISORS LLC 1000 WILSON BOULEVARD SUITE 1500 ARLINGTON VA 22209 990 2023-07-01 541291284 UVA CATON MERCHANT HOUSE ASSISTED LIVING UVAC 5712841163 8700 SUDLEY ROAD MANASSAS VA 20110 CHARLES CODER CFO 5712841163 2025-05-15 1 1 MARY TORRETTA P00847851 7038477500 2023 2025-03-06 01:10:19Z UVA HEALTH CATON MERCHANT HOUSE L ERIK SHANNON 8700 SUDLEY ROAD MANASSAS VA 20110 3076604 0 X N/A X 1984 VA SEE SCHEDULE O X 12 9 40 9 0 0 0 0 3059857 571327 5795 -363336 0 0 3065652 207991 0 0 0 0 2266366 519794 0 0 0 1880631 414006 4146997 933800 -1081345 -725809 2971994 1492785 3031583 0 -59589 1492785 X SEE SCHEDULE O 0 1 778453 571327 PRIOR TO SEPTEMBER 2023, CATON OPERATED AS A LICENSED ASSISTED LIVING CENTER IN MANASSAS, VA. CATON HAD 125 LICENSED BEDS, 78 APARTMENTS, AND 3,242 RESIDENT DAYS DURING THIS TIME.IN SEPTEMBER 2023, THE ASSETS WERE SOLD TO AN AFFILIATE OF COMMONWEALTH SENIOR LIVING, WHO SUBSEQUENTLY TOOK OWNERSHIP AND ASSUMED OPERATIONS. 778453 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 1 0 0 40 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 9 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 X CHARLES CODER 5712841163 8700 SUDLEY ROAD MANASSAS VA 20110 KIRSTEN GREEN MD TRUSTEE 0.20 45.00 X 0 980161 59299 MARY FRANCES SOUTHERLAND INTERIM SECRETARY/TRUSTEE 0.20 50.20 X X 0 480964 41702 CHRIS HEATON MD TRUSTEE - UCB/TRUSTEE INC 0.20 45.20 X 0 445044 57766 STEVE DANZIGER CHAIR 0.20 1.00 X X 0 0 0 CHARLES BARRELL VICE CHAIR (THRU 11/2023) 0.20 0.60 X X 0 0 0 RICHARD HARRINGTON SECRETARY/VICE CHAIR (AS OF 02/2024) 0.20 0.60 X X 0 0 0 STEPHEN NELSON TREASURER 0.20 0.60 X X 0 0 0 LISA ANN PEACOCK TRUSTEE 0.20 0.60 X 0 0 0 MATTHEW GUILFOYLE TRUSTEE 0.20 0.60 X 0 0 0 PAM KINCHELOE RN JD TRUSTEE 0.20 0.60 X 0 0 0 JACQUELINE KRICK TRUSTEE 0.20 0.40 X 0 0 0 MICHELLE METZGAR TRUSTEE 0.20 0.60 X 0 0 0 VIPUL PARIKH MD TRUSTEE 0.20 0.60 X 0 0 0 ERIK SHANNON CEO (UVACH SYSTEM) 0.20 50.00 X 0 715381 336325 AMANDA DICKINSON CATON ADMIN./EXEC DIR. (THRU 09/23) 45.00 0.00 X 118240 67744 11896 CHARLES CODER CFO (UVACH SYSTEM) 0.20 50.00 X 0 491371 52293 118240 3180665 559281 1 0 1 0 0 NET PATIENT REVENUE 623110 569166 569166 RESIDENT SERVICES 900099 2161 2161 571327 5277 5277 2500000 2868613 -368613 -368613 -368613 207991 571327 0 -363336 X 118240 118240 301861 301861 51791 44540 7251 47902 41196 6706 263891 245419 18472 13036 12123 913 505 505 53781 50016 3765 BAD DEBT 74803 74803 MEDICAL SUPPLIES 7765 7765 REPAIRS AND MAINTENANCE 225 225 933800 778453 155347 0 151236 0 1314007 0 100148 0 0 1406603 0 1492785 2971994 1492785 357062 2674521 0 3031583 0 X 0 0 0 0 -59589 1492785 -59589 1492785 2971994 1492785 X -725809 2278184 X 0 1 X 0 0 X 2185 0 0 0 0 2185 3492995 3104925 1583473 3059857 571327 11812577 3495180 3104925 1583473 3059857 571327 11814762 0 747713 669705 342924 666089 123531 2549962 747713 669705 342924 666089 123531 2549962 9264800 5795 5277 11072 5795 5277 11072 3495180 3104925 1583473 3065652 576604 11825834 0.78340 0.78630 0.00090 0.00040 X 0 DUE FROM RELATED ORGANIZATIONS 1492785 1492785 0 1 0 0 0 0 0 1 0 ERIK SHANNON CEO (UVACH SYSTEM) 0 712593 0 0 0 2788 0 298688 0 37637 0 1051706 0 0 KIRSTEN GREEN MD TRUSTEE 0 763203 0 154280 0 62678 0 27180 0 32119 0 1039460 0 0 CHARLES CODER CFO (UVACH SYSTEM) 0 371199 0 78116 0 42056 0 15797 0 36496 0 543664 0 0 MARY FRANCES SOUTHERLAND INTERIM SECRETARY/TRUSTEE 0 400540 0 80000 0 424 0 22730 0 18972 0 522666 0 0 CHRIS HEATON MD TRUSTEE - UCB/TRUSTEE INC 0 327454 0 12115 0 105475 0 18985 0 38781 0 502810 0 0 AMANDA DICKINSON CATON ADMIN./EXEC DIR. (THRU 09/23) 118240 45685 0 22059 0 0 7086 2741 1481 588 126807 71073 0 0 PART I, LINE 3 UVA COMMUNITY HEALTH, INC. IS THE PARENT ENTITY OF A NOT-FOR-PROFIT INTEGRATED SYSTEM OF COMMUNITY HOSPITALS, PHYSICIAN CLINICS, OUTPATIENT CENTERS, AND OTHER HEALTHCARE SERVICES PROVIDERS (COLLECTIVELY KNOWN AS "UVA COMMUNITY HEALTH OR "UVACH"). UVACH, IN COMBINATION WITH ITS SOLE MEMBER, THE UNIVERSITY OF VIRGINIA MEDICAL CENTER ("THE MEDICAL CENTER"), THE UVA SCHOOL OF MEDICINE, UVA SCHOOL OF NURSING, UVA PHYSICIANS GROUP, AND THE CLAUDE MOORE HEALTH SCIENCES LIBRARY, COMPRISE UVA HEALTH. THE FILING ORGANIZATION, UVA CATON MERCHANT HOUSE ASSISTED LIVING, IS AN INTEGRAL PART OF UVA COMMUNITY HEALTH AND UVA HEALTH. THE COMPENSATION OF THE UVA COMMUNITY HEALTH CEO IS ESTABLISHED USING A HOLISTIC SET OF COMPENSABLE FACTORS AND VARIABLE PAY OPTIONS INTENDED TO ASSIST WITH THE RECRUITMENT AND RETENTION OF EXCEPTIONAL OR MISSION-CRITICAL EMPLOYEES AND APPROVED BY THE CHIEF EXECUTIVE OFFICER OF UVA HEALTH ON BEHALF OF THE MEDICAL CENTER AND THE RECTOR AND VISITORS OF THE UNIVERSITY OF VIRGINIA. PART I, LINE 4B SUPPLEMENTAL NONQUALIFIED RETIREMENT PLANS: THE UVA COMMUNITY HEALTH 457F PLAN, IMPLEMENTED AND APPROVED BY THE CHIEF EXECUTIVE OFFICER OF UVA HEALTH ON BEHALF OF THE MEDICAL CENTER AND THE RECTOR AND VISITORS OF THE UNIVERSITY OF VIRGINIA, IS INTENDED TO SUPPORT RETENTION OF THE CEO AND TO OFFER COMPETITIVE TOTAL COMPENSATION. ANNUAL CONTRIBUTIONS/DEFERRALS TO THE PLAN ARE BASED ON A PERCENTAGE OF THE PARTICIPANT'S BASE SALARY AS OF JANUARY 1ST AND ARE REPORTED IN COLUMN (C) OF SCHEDULE J ANNUALLY. AMOUNTS VEST AFTER 3 YEARS ON DECEMBER 31ST. - L. ERIK SHANNON: $296,888 PART I, LINE 7 NONFIXED PAYMENTS (BONUSES): DEPENDING ON INDIVIDUAL PERFORMANCE, SOME EMPLOYEES MAY BE ELIGIBLE FOR PERFORMANCE BONUSES IN ADDITION TO THEIR REGULAR COMPENSATION. THE AWARDING OF ANY COMPENSATION BONUS CONSIDERS THE INDIVIDUAL'S GOALS AND THE GOALS OF THE ORGANIZATION AS A WHOLE. ANY POTENTIAL BONUS IS CONSIDERED WHEN EVALUATING AN EMPLOYEE'S TOTAL COMPENSATION FOR REASONABLENESS. BUILDING 2023-09-26 2275000 APPRAISAL 931373302 MCAP MANASSAS LLC 534 EAST MAIN ST STE B CHARLOTTESVILLE VA 22902 LLC MOVABLE EQUIPMENT 2023-09-26 200000 APPRAISAL 931373302 MCAP MANASSAS LLC 534 EAST MAIN ST STE B CHARLOTTESVILLE VA 22902 LLC VEHICLES 2023-09-26 25000 APPRAISAL 931373302 MCAP MANASSAS LLC 534 EAST MAIN ST STE B CHARLOTTESVILLE VA 22902 LLC 0 0 0 0 FORM 990, PART I, LINE 1 UVA CATON MERCHANT HOUSE ASSISTED LIVING IS PART OF THE UVA COMMUNITY HEALTH ENTERPRISE, AN INTEGRATED NETWORK OF NOT-FOR-PROFIT, TAX-EXEMPT ENTITIES THAT INCLUDES PHYSICIAN OFFICES, OUTPATIENT FACILITIES AND COMMUNITY MEDICAL CENTERS. UVA COMMUNITY HEALTH AND ITS COMPONENT ENTITIES, ALONG WITH THE UNIVERSITY OF VIRGINIA MEDICAL CENTER, THE UVA SCHOOL OF MEDICINE, UVA SCHOOL OF NURSING, UVA PHYSICIANS GROUP, AND THE CLAUDE MOORE HEALTH SCIENCES LIBRARY, COMPRISE UVA HEALTH. PRIOR TO SEPTEMBER 2023, CATON OPERATED AS A LICENSED ASSISTED LIVING CENTER IN MANASSAS, VA. IN SEPTEMBER 2023, THE ASSETS WERE SOLD TO AN AFFILIATE OF COMMONWEALTH SENIOR LIVING, WHO SUBSEQUENTLY TOOK OWNERSHIP AND ASSUMED OPERATIONS. THE LEGAL ENTITY, UVA CATON MERCHANT HOUSE ASSISTED LIVING, WILL CONTINUE UNTIL ALL FINANCIAL OBLIGATIONS AND OUTSTANDING ISSUES ARE SETTLED. FORM 990, PART III, LINE 1 OUR MISSION TRANSFORMING HEALTH AND INSPIRING HOPE FOR ALL VIRGINIANS AND BEYOND. OUR VISION TO BE THE NATION'S LEADING PUBLIC ACADEMIC HEALTH SYSTEM AND A BEST PLACE TO WORK - WHILE TRANSFORMING PATIENT CARE, RESEARCH, EDUCATION, AND ENGAGEMENT WITH THE DIVERSE COMMUNITIES WE SERVE. OUR VALUES: - ASPIRE: AT UVA HEALTH, WE PUT THE PATIENT AT THE CENTER OF EVERYTHING WE DO. WE ASPIRE TO CREATE A CULTURE OF EXCELLENCE, ENGAGEMENT, AND TRUST THROUGH OUR VALUES. - ACCOUNTABILITY: ACKNOWLEDGING AND ASSUMING RESPONSIBILITY FOR WHERE WE HAVE SUCCEEDED AND FAILED IN TERMS OF OUR ACTIONS, DECISIONS, POLICIES, AND RESULTS. - STEWARDSHIP: RESPONSIBILITY AND CAREFULLY MANAGING OUR RESOURCES AND COMMITMENT TO CONTINUAL IMPROVEMENT AND LEARNING WHILE ACKNOWLEDGING SHORTCOMINGS OR PROBLEMS IN OUR QUEST. - PROFESSIONALISM: APPROACHING ALL THAT WE DO IN A COLLABORATIVE WAY AND DELIVERING EXCELLENT CARE THROUGH THE LENS OF HELPFULNESS, POSITIVITY, KINDNESS, AND COMPETENCY. - INTEGRITY: BEING HONEST, OPEN, AND FAIR THROUGH OUR BEHAVIORS, ATTITUDE, AND TREATMENT OF OTHERS. - RESPECT: VALUING EVERYONE THROUGH OUR COMPASSIONATE AND CARING WAYS. - EQUITY: FOSTERING AN ENVIRONMENT OF BELONGING THAT PROMOTES JUSTICE, EQUITY, DIVERSITY, INCLUSION, AND UNITY THROUGHOUT THE ORGANIZATION AND WITHIN THE COMMUNITIES WE SERVE. FORM 990, PART III, LINE 3 IN SEPTEMBER 2023, THE ASSETS OF UVA CATON MERCHANT HOUSE ASSISTED LIVING WERE SOLD TO AN AFFILIATE OF COMMONWEALTH SENIOR LIVING, WHO SUBSEQUENTLY TOOK OWNERSHIP AND ASSUMED OPERATIONS. FORM 990, PART VI, SECTION A, LINE 6 CLASSES OF MEMBERS OR STOCKHOLDERS THE SOLE MEMBER, UVA PRINCE WILLIAM HEALTH SYSTEM HAS CERTAIN RIGHTS AND POWERS WITH REGARD TO THE CORPORATION. FORM 990, PART VI, SECTION A, LINE 7A CLASSES OF MEMBERS OR STOCKHOLDERS THE SOLE MEMBER, UVA PRINCE WILLIAM HEALTH SYSTEM HAS CERTAIN RIGHTS AND POWERS WITH REGARD TO THE CORPORATION. FORM 990, PART VI, SECTION A, LINE 7B AS THE SOLE MEMBER, UVA PRINCE WILLIAM HEALTH SYSTEM HAS THE POWER TO APPROVE CERTAIN TRANSACTIONS, ACTIONS AND CHANGES TO THE ORGANIZATION'S ARTICLES OF INCORPORATION AND BYLAWS. FORM 990, PART VI, SECTION B, LINE 11B ORGANIZATION'S PROCESS TO REVIEW FORM 990 THE REVIEW OF THE 990 IS PERFORMED BY THE CHIEF FINANCIAL OFFICER OF UVA COMMUNITY HEALTH, INC. ALL BOARD MEMBERS HAVE RECEIVED A COPY OF THE FORM 990 BEFORE IT IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C MONITORING AND ENFORCEMENT OF COI THE ORGANIZATION'S TRUSTEE CONFLICT OF INTEREST POLICY APPLIES TO ALL TRUSTEES, PRINCIPAL OFFICERS OR MEMBERS OF A COMMITTEE WITH BOARD DELEGATED POWERS. ANNUALLY, ALL TRUSTEES ARE SENT A COPY OF THE CONFLICT OF INTEREST POLICY AND RECEIVE INSTRUCTION ON HOW TO DISCLOSE A CONFLICT OF INTEREST. AT THAT TIME, THEY MUST COMPLETE AN ATTESTATION STATEMENT AFFIRMING THEIR ADHERANCE TO THE POLICY. A SUPPLEMENTAL QUESTIONNAIRE IS SENT OUT ANNUALLY THAT INFORMS CERTAIN OF THE FORM 990 DISCLOSURES. IF THE TRUSTEE DISCLOSES A CONFLICT OF INTEREST, THEY MUST RECUSE THEMSELVES FROM DISCUSSIONS AND DELIBERATIONS RELATED TO THE CONFLICTED TRANSACTION. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS DISCLOSURE THE AUDITED CONSOLIDATED FINANCIAL STATEMENTS CONTAINING ALL ORGANIZATIONS IN THE UVA COMMUNITY HEALTH SYSTEM, INCLUDING THE FILING ORGANIZATION, ARE AVAILABLE UPON REQUEST. THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE TO THE EXTENT REQUIRED BY LAW. FORM 990, PART IX, LINE 11G CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 245,419. MANAGEMENT AND GENERAL EXPENSES 18,472. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 263,891. FORM 990, PART XI, LINE 9: MEMBER DISTRIBUTION/INTERCOMPANY TRANSFER 2,278,184. UVA CULPEPER MEDICAL CENTER 501 SUNSET LANE CULPEPER VA 22701 540622371 HEALTHCARE VA 501(C)(3) LINE 3 UVA COMMUNITY HEALTH INC 0 UVA PRINCE WILLIAM HEALTH SYSTEM 8700 SUDLEY RD MANASSAS VA 20110 541278944 HEALTHCARE VA 501(C)(3) LINE 12C, III-FI UVA COMMUNITY HEALTH INC 0 UVA COMMUNITY HEALTH INC 8700 SUDLEY RD MANASSAS VA 20110 810868533 HEALTHCARE VA 501(C)(3) LINE 12A, I UVA MEDICAL CENTER 0 UVA COMMUNITY HEALTH FOUNDATION 8700 SUDLEY RD MANASSAS VA 20110 541307595 HEALTHCARE VA 501(C)(3) LINE 7 UVA PRINCE WILLIAM HEALTH SYSTEM 0 UNIVERSITY OF VIRGINIA MEDICAL CENTER 1201 LEE STREET CHARLOTTESVILLE VA 22902 546001796 HEALTHCARE/HIGHER ED VA 501(C)(3) LINE 6 N/A 0 UVA PRINCE WILLIAM MEDICAL CENTER 8700 SUDLEY RD MANASSAS VA 20110 540696355 HEALTHCARE VA 501(C)(3) LINE 3 UVA PRINCE WILLIAM HEALTH SYSTEM 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0