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 541307595 UVA COMMUNITY HEALTH FOUNDATION PWHF 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 DR FELICIA BLOW 8700 SUDLEY ROAD MANASSAS VA 20110 625271 0 X HTTPS://GIVING.UVAHEALTH.COM/UVACOMMUNITYHEALTH X 1984 VA SEE SCHEDULE O 10 6 0 70 0 0 424170 246673 0 0 87675 366148 6900 12450 518745 625271 64981 214886 0 0 0 0 0 0 0 27172 1585 92153 216471 426592 408800 7301704 7715208 4748 9452 7296956 7705756 X SEE SCHEDULE O 0 0 216471 214886 0 UVA COMMUNITY HEALTH FOUNDATION 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.THE MISSION OF UVACHF IS TO RAISE COMMUNITY SUPPORT AND FUNDING THROUGH CHARITABLE GIVING FOR MUCH NEEDED PROGRAMS, IMPROVED FACILITIES, AND STATE OF THE ART TECHNOLOGY FOR UVA COMMUNITY HEALTH, AN INTEGRAL PART OF UVA HEALTH. 216471 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 1 0 0 1 1 1 0 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 1 1 0 0 0 0 0 0 X 10 6 1 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 ERIK SHANNON TRUSTEE/CEO (UVACH SYSTEM) 0.20 50.00 X 0 715381 336325 DOUGLAS MARKERT MD TRUSTEE/VP, CHIEF CLIN OFF 0.20 50.00 X 0 469137 39834 DONNA STATON TRUSTEE/SYSTEM COO (UVACH SYSTEM) 0.20 50.00 X 0 380332 58574 MICHAEL PYBUS CHAIR (THRU 12/2023) 0.20 0.00 X X 0 0 0 GARY JONES TREASURER/CHAIR (AS OF 01/2024) 0.20 0.00 X X 0 0 0 STEVE DANZIGER TRUSTEE 0.20 1.00 X 0 0 0 AMY KARR TRUSTEE 0.20 0.00 X 0 0 0 KATIE MIN TRUSTEE (AS OF 04/2024) 0.20 0.00 X 0 0 0 ROBERT SWEENEY TRUSTEE (AS OF 04/2024) 0.20 0.00 X 0 0 0 ELIZABETH WARD TRUSTEE 0.20 0.00 X 0 0 0 STEPHEN WARD TRUSTEE 0.20 0.00 X 0 0 0 CHARLES CODER CFO (UVACH SYSTEM) 0.20 50.00 X 0 491371 52293 CAROLYN HAYS EXECUTIVE DIRECTOR (THRU 10/2023) 45.00 0.00 X 52069 0 0 FELICIA BLOW EXECUTIVE DIRECTOR (AS OF 03/2024) 45.00 0.00 X 0 0 0 52069 2056221 487026 0 0 1 1 0 37450 209223 246673 366148 366148 12450 37450 0 12450 12450 625271 0 0 378598 178819 178819 36067 36067 1493 1493 92 92 216471 216471 0 0 548946 577331 6752758 7097877 40000 79847 79847 0 0 7301704 7715208 4704 4748 4748 4748 9452 X 0 0 0 0 7296956 7705756 7296956 7705756 7301704 7715208 408800 0 X 0 1 X 0 0 X 185090 28088 9706 353302 177636 753822 185090 28088 9706 353302 177636 753822 118867 634955 47422 13808 0 87675 366148 515053 58617 12450 71067 1339942 0.47390 0.62380 X SCHEDULE A, PART II, LINE 1, UNUSUAL GRANTS: THE ORGANIZATION RECEIVED ONE GRANT OVER MULTIPLE YEARS WHICH MEETS THE QUALIFICATIONS OF AN 'UNUSUAL GRANT' AS DEFINED BY THE INSTRUCTIONS. THE AMOUNT OF THIS 'UNUSUAL GRANT' IS: 2022 AMOUNT: $69,037 2023 AMOUNT: $70,868 SCHEDULE A, PART II, LINE 10, EXPLANATION FOR OTHER INCOME: CONTRACT REVENUE 2021 AMOUNT: $58,617 FUNDRAISING EVENTS 2023 AMOUNT: $12,450 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 76232 76232 0 3615 3615 0 0 DUE TO AFFILIATES 4748 4748 FOF GOLF 49900 37450 12450 49900 37450 12450 12450 1 UVA CULPEPER MEDICAL CENTER 501 SUNSET LN CULPEPER VA 22701 540622371 501(C)(3) 88500 1327 COST MEDICAL DEVICES SUPPORT FOR UVA CULPEPER MEDICAL CENTER UVA PRINCE WILLIAM MEDICAL CENTER 8700 SUDLEY ROAD MANASSAS VA 20110 540696355 501(C)(3) 63704 15327 COST BOOKS, MEDICAL DEVICES SUPPORT FOR UVA PRINCE WILLIAM MEDICAL CENTER UVA PRINCE WILLIAM HEALTH SYSTEM (CANCER CENTER) 8700 SUDLEY ROAD MANASSAS VA 20110 541278944 501(C)(3) 5460 0 SUPPORT FOR UVA PRINCE WILLIAM HEALTH SYSTEM (CANCER CENTER) 3 MAMMOGRAMS 538 36067 PART I, LINE 2: PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS THE FOUNDATION IS AN INTEGRAL PART OF UVA COMMUNITY HEALTH ("UVA COMMUNITY HEALTH"), A NOT-FOR-PROFIT INTEGRATED SYSTEM OF HOSPITALS, PHYSICIAN CLINICS, OUTPATIENT CENTERS AND OTHER HEALTHCARE SERVICE PROVIDERS. UVA COMMUNITY HEALTH'S BYLAWS AUTHORIZE IT TO ESTABLISH CERTAIN POLICIES FOR ALL OF ITS SUBSIDIARIES WITHIN THE SYSTEM. UVA COMMUNITY HEALTH HAS ESTABLISHED A SYSTEM-WIDE CORPORATE POLICY WITH STANDARDIZED GUIDELINES THAT ARE TO BE USED IN REVIEWING THE ELIGIBILITY AND SELECTION OF GRANTEES RECEIVING CERTAIN EXEMPT PURPOSE FUNDS. THE FILING ORGANIZATION MAINTAINS DOCUMENTATION OF THE ELIGIBILITY AND SELECTION CRITERIA AND RECORDS OF THE AMOUNTS ARE MAINTAINED VIA THE GENERAL LEDGER. FUNDS ARE GENERALLY NOT TRACKED AFTER BEING GRANTED, AS THE ORIGINAL ELIGIBILITY AND SELECTION CRITERIA HAVE ALREADY BEEN MET. THE ORGANIZATION IS PART OF AN INTEGRATED HEALTHCARE DELIVERY MODEL, AND THE FOUNDATION SUPPORTS THE ACTIVITIES OF ITS RELATED ENTITIES IN DELIVERING HEALTHCARE TO THE COMMUNITY. GRANTS MADE TO RELATED HEALTHCARE ENTITIES ARE USED FOR THE PURPOSES FOR WHICH THEY WERE AWARDED. 0 1 0 0 0 0 0 0 0 ERIK SHANNON TRUSTEE/CEO (UVACH SYSTEM) 0 712593 0 0 0 2788 0 298688 0 37637 0 1051706 0 0 CHARLES CODER CFO (UVACH SYSTEM) 0 371199 0 78116 0 42056 0 15797 0 36496 0 543664 0 0 DOUGLAS MARKERT MD TRUSTEE/VP, CHIEF CLIN OFF 0 395599 0 72000 0 1538 0 15185 0 24649 0 508971 0 0 DONNA STATON TRUSTEE/SYSTEM COO (UVACH SYSTEM) 0 313697 0 65385 0 1250 0 19500 0 39074 0 438906 0 0 CAROLYN HAYS EXECUTIVE DIRECTOR (THRU 10/2023) 52069 0 0 0 0 0 0 0 0 0 52069 0 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 COMMUNITY HEALTH FOUNDATION, 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. PART II: INDIVIDUAL COMPENSATED BY UNRELATED ORGANIZATION: THE UVA HEALTH FOUNDATION, AN INDEPENDENT AND UNRELATED ENTITY, PROVIDES COMPENSATION TO EXECUTIVE DIRECTOR, CAROLYN HAYS, FOR THE SERVICES PROVIDED TO UVA COMMUNITY HEALTH FOUNDATION. - CAROLYN HAYS: $52,069 FORM 990, PART I, L1: ORGANIZATION'S MISSION OR MOST SIGNIFICANT ACTIVITIES UVA COMMUNITY HEALTH FOUNDATION 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. THE MISSION OF UVACHF IS TO RAISE COMMUNITY SUPPORT AND FUNDING THROUGH CHARITABLE GIVING FOR MUCH NEEDED PROGRAMS, IMPROVED FACILITIES, AND STATE OF THE ART TECHNOLOGY FOR UVA COMMUNITY HEALTH, AN INTEGRAL PART OF UVA HEALTH. THE FOUNDATION'S BOARD OF COMMUNITY LEADERS IN PRINCE WILLIAM AND CULPEPER PROVIDES STEWARDSHIP AND OVERSIGHT OF THE ORGANIZATION'S OPERATIONS AND ACTIVITIES. COMMUNITY OUTREACH FUNDRAISING FROM INDIVIDUALS AND COMMUNITY PARTNERS HELP ENSURE THAT OUR PATIENTS CAN ACCESS WORLD-CLASS CLINICIANS, CARE AND TECHNOLOGY. EVENTS SUCH AS THE FRIENDS OF THE FOUNDATION GOLF TOURNAMENT AND PAMPER ME PINK RAISE FUNDS SPECIFICALLY FOR ENHANCED CANCER PATIENT CARE AND MENTAL HEALTH SUPPORT IN OUR COMMUNITIES. IN FISCAL YEAR 2024, FOUNDATION FUNDS PROVIDED FREE MAMMOGRAM SERVICES, PATIENT TRANSPORTATION, DURABLE MEDICAL EQUIPMENT, AND PROFESSIONAL EDUCATION SUPPORT FOR HEALTHCARE PROVIDERS. LEARN MORE ABOUT HOW GIFTS THROUGH UVA COMMUNITY HEALTH FOUNDATION SAVE AND IMPROVE THE LIVES OF THOSE IN THE COMMUNITIES WE SERVE, VISIT HTTPS://GIVING.UVAHEALTH.COM/ORGANIZATION/UVA-COMMUNITY-HEALTH FORM 990, PART III, LINE 1: MISSION, VISION AND VALUES 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 WAYAND 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 VI, SECTION A, LINE 2 FAMILY OR BUSINESS RELATIONSHIPS ELIZABETH WARD AND STEPHEN WARD - FAMILY RELATIONSHIP GARY JONES, II AND ROBERT SWEENEY - BUSINESS RELATIONSHIP 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 ELECTION OF MEMBERS AND THEIR RIGHTS AS THE SOLE MEMBER OF THE ORGANIZATION, UVA PRINCE WILLIAM HEALTH SYSTEM HAS THE POWER TO APPOINT ALL MEMBERS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7B DECISIONS SUBJECT TO APPROVAL OF MEMBERS 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. UVA CULPEPER MEDICAL CENTER 501 SUNSET LANE CULPEPER VA 22701 540622371 HEALTHCARE VA 501(C)(3) LINE 3 UVA COMMUNITY HEALTH INC 0 UVA CATON MERCHANT HOUSE ASSISTED LIVING 8700 SUDLEY RD MANASSAS VA 20110 541291284 HEALTHCARE VA 501(C)(3) LINE 10 UVA PRINCE WILLIAM HEALTH SYSTEM 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 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 1 1 0 0 0 0 0 0 0 0 1 1 1 0 1 1 0 0