Schedule J
(Form 990)
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
2022
Open to Public Inspection
Name of the organization
SENTARA MEDICAL GROUP
 
Employer identification number

54-1217184
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
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
Yes
 
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ....................
5a
 
No
b
Any related organization? .......................
5b
 
No
If "Yes," on line 5a or 5b, describe in Part III.
6
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ..................
6a
 
No
b
Any related organization? ......................
6b
 
No
If "Yes," on line 6a or 6b, describe in Part III.
7
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
Yes
 
8
Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................
8
 
No
9
If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2022
Page 2

Schedule J (Form 990) 2022
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
1HOWARD P KERN
DIRECTOR (THROUGH 9/22)
(i)

(ii)
0
-------------
2,184,653
0
-------------
2,627,694
0
-------------
5,356,446
0
-------------
-331,126
0
-------------
20,268
0
-------------
9,857,935
0
-------------
2,438,903
2MICHAEL V GENTRY
DIRECTOR
(i)

(ii)
0
-------------
1,135,214
0
-------------
943,662
0
-------------
1,400,508
0
-------------
-71,826
0
-------------
31,611
0
-------------
3,439,169
0
-------------
904,144
3DENNIS A MATHEIS
DIRECTOR
(i)

(ii)
0
-------------
1,334,820
0
-------------
926,618
0
-------------
73,487
0
-------------
242,038
0
-------------
27,825
0
-------------
2,604,788
0
-------------
29,375
4ROBERT A BROERMANN
FORMER OFFICER
(i)

(ii)
0
-------------
1,136,501
0
-------------
969,392
0
-------------
295,536
0
-------------
-115,045
0
-------------
28,777
0
-------------
2,315,161
0
-------------
0
5JORDAN R ASHER MD
DIRECTOR, EX-OFFICIO WITH VOTE
(i)

(ii)
0
-------------
928,949
0
-------------
804,371
0
-------------
34,092
0
-------------
129,739
0
-------------
41,385
0
-------------
1,938,536
0
-------------
0
6WILSON P DAUGHERTY MD
PHYSICIAN
(i)

(ii)
1,332,921
-------------
0
86,010
-------------
0
22,846
-------------
0
-35,468
-------------
0
34,613
-------------
0
1,440,922
-------------
0
0
-------------
0
7WYLIE H ZHU MD
DIRECTOR
(i)

(ii)
1,249,406
-------------
0
124,220
-------------
0
25,492
-------------
0
-31,587
-------------
0
32,672
-------------
0
1,400,203
-------------
0
0
-------------
0
8DANA E ADKINS MD
PHYSICIAN
(i)

(ii)
1,269,570
-------------
0
86,078
-------------
0
22,210
-------------
0
-51,360
-------------
0
37,414
-------------
0
1,363,912
-------------
0
0
-------------
0
9HARRY MOLLIGAN
PHYSICIAN
(i)

(ii)
813,513
-------------
337,117
62,350
-------------
24,476
55,526
-------------
1,768
-13,806
-------------
9,150
31,807
-------------
25,022
949,390
-------------
397,533
0
-------------
0
10SHANNON CLARK
PHYSICIAN
(i)

(ii)
1,213,423
-------------
0
95,788
-------------
0
918
-------------
0
-25,634
-------------
0
31,249
-------------
0
1,315,744
-------------
0
0
-------------
0
11ARTHUR D JAMES
DIRECTOR/PRESIDENT
(i)

(ii)
714,069
-------------
0
437,582
-------------
0
20,354
-------------
0
111,898
-------------
0
31,440
-------------
0
1,315,343
-------------
0
0
-------------
0
12RONALD STINE MD
PHYSICIAN
(i)

(ii)
907,442
-------------
0
89,061
-------------
0
5,456
-------------
0
9,150
-------------
0
26,646
-------------
0
1,037,755
-------------
0
0
-------------
0
13COLIN DROZDOWSKI EFF 922
DIRECTOR
(i)

(ii)
0
-------------
660,557
0
-------------
219,004
0
-------------
19,396
0
-------------
105,663
0
-------------
32,862
0
-------------
1,037,482
0
-------------
0
14DEEPAK TALREJA MD
DIRECTOR
(i)

(ii)
829,570
-------------
0
97,549
-------------
0
22,738
-------------
0
18,300
-------------
0
36,418
-------------
0
1,004,575
-------------
0
0
-------------
0
15ROBERT LANCEY MD
DIRECTOR
(i)

(ii)
0
-------------
759,659
0
-------------
7,280
0
-------------
32,311
0
-------------
18,300
0
-------------
38,048
0
-------------
855,598
0
-------------
0
16SCOTT ROBERTSON MD
DIRECTOR/VICE CHAIR
(i)

(ii)
693,133
-------------
0
106,362
-------------
0
24,205
-------------
0
-54,474
-------------
0
39,455
-------------
0
808,681
-------------
0
0
-------------
0
17FOUZIA SIDDIQUI MD
DIRECTOR
(i)

(ii)
0
-------------
714,928
0
-------------
61,501
0
-------------
1,789
0
-------------
-62,560
0
-------------
24,421
0
-------------
740,079
0
-------------
0
18STEPHANIE K SCHNITTGER
ASSISTANT TREASURER
(i)

(ii)
0
-------------
424,735
0
-------------
189,247
0
-------------
1,024
0
-------------
2,254
0
-------------
31,509
0
-------------
648,769
0
-------------
0
19SAMUEL STEERMAN MD
DIRECTOR
(i)

(ii)
545,667
-------------
0
47,904
-------------
0
21,540
-------------
0
-63,267
-------------
0
37,338
-------------
0
589,182
-------------
0
0
-------------
0
20DAN DICKINSON MD
KE (VP)
(i)

(ii)
405,042
-------------
0
145,592
-------------
0
2,878
-------------
0
-15,770
-------------
0
39,156
-------------
0
576,898
-------------
0
0
-------------
0
21EARL J BARNES II
SECRETARY (EFF 6/22)
(i)

(ii)
0
-------------
339,835
0
-------------
116,099
0
-------------
46,603
0
-------------
62,617
0
-------------
11,257
0
-------------
576,411
0
-------------
0
22JOHN HALL MD
DIRECTOR
(i)

(ii)
0
-------------
522,919
0
-------------
0
0
-------------
23,085
0
-------------
-36,523
0
-------------
32,510
0
-------------
541,991
0
-------------
0
23STEVEN D PEARMAN MD
KE (VP MEDICAL OPERATIONS)
(i)

(ii)
413,945
-------------
0
155,933
-------------
0
31,579
-------------
0
-95,714
-------------
0
32,802
-------------
0
538,545
-------------
0
0
-------------
0
24FLETCHER PIERCE MD
KE (VP MEDICAL OPERATIONS)
(i)

(ii)
448,818
-------------
0
157,568
-------------
0
14,622
-------------
0
-123,458
-------------
0
33,144
-------------
0
530,694
-------------
0
0
-------------
0
25TARKTEN PHARR MD
DIRECTOR
(i)

(ii)
0
-------------
449,376
0
-------------
43,500
0
-------------
22,992
0
-------------
-42,458
0
-------------
38,852
0
-------------
512,262
0
-------------
0
26MARY BAKER MD
DIRECTOR (THROUGH 3/22)
(i)

(ii)
415,150
-------------
0
41,951
-------------
0
21,640
-------------
0
-45,996
-------------
0
27,993
-------------
0
460,738
-------------
0
0
-------------
0
27RASESH M SHAH
DIRECTOR
(i)

(ii)
410,103
-------------
0
56,517
-------------
0
23,656
-------------
0
-70,968
-------------
0
34,152
-------------
0
453,460
-------------
0
0
-------------
0
28DANIEL COHEN MD
DIRECTOR/CHAIR
(i)

(ii)
432,186
-------------
0
38,324
-------------
0
985
-------------
0
-76,918
-------------
0
33,608
-------------
0
428,185
-------------
0
0
-------------
0
29KEVIN MCCONNELL MD
DIRECTOR
(i)

(ii)
0
-------------
317,771
0
-------------
55,278
0
-------------
23,593
0
-------------
1,213
0
-------------
24,133
0
-------------
421,988
0
-------------
0
30STEVEN A FUHRMAN
DIRECTOR
(i)

(ii)
383,235
-------------
0
17,000
-------------
0
25,870
-------------
0
-84,398
-------------
0
27,383
-------------
0
369,090
-------------
0
0
-------------
0
31BOGDAN L NEUGHEBAUER MD
FORMER OFFICER
(i)

(ii)
0
-------------
355,344
0
-------------
116,222
0
-------------
1,548
0
-------------
-139,071
0
-------------
32,282
0
-------------
366,325
0
-------------
0
32STEPHEN CRAIG
VP, BUSINESS OPERATIONS
(i)

(ii)
233,372
-------------
0
82,970
-------------
0
30,882
-------------
0
-37,400
-------------
0
23,049
-------------
0
332,873
-------------
0
0
-------------
0
33KURT T HOFELICH
DIRECTOR/COO
(i)

(ii)
422,863
-------------
0
146,579
-------------
0
17,872
-------------
0
-295,107
-------------
0
33,763
-------------
0
325,970
-------------
0
0
-------------
0
34TONY MANIGLIA MD
DIRECTOR
(i)

(ii)
256,995
-------------
0
10,175
-------------
0
2,694
-------------
0
24,580
-------------
0
24,690
-------------
0
319,134
-------------
0
0
-------------
0
35JOHN PALTING MD
DIRECTOR
(i)

(ii)
234,783
-------------
0
23,397
-------------
0
13,454
-------------
0
8,353
-------------
0
29,320
-------------
0
309,307
-------------
0
0
-------------
0
36VIKKI CHARLES
TREASURER
(i)

(ii)
0
-------------
349,481
0
-------------
129,847
0
-------------
40,600
0
-------------
-231,687
0
-------------
13,561
0
-------------
301,802
0
-------------
0
37GWENDOLYN WILLIAMS MD
DIRECTOR
(i)

(ii)
299,038
-------------
0
11,088
-------------
0
686
-------------
0
-50,698
-------------
0
29,977
-------------
0
290,091
-------------
0
0
-------------
0
38COLIN F FINDLAY MD
FORMER KE
(i)

(ii)
312,798
-------------
0
35,000
-------------
0
518
-------------
0
-140,175
-------------
0
33,539
-------------
0
241,680
-------------
0
0
-------------
0
39DONNA E FORREST NP
DIRECTOR
(i)

(ii)
0
-------------
174,346
0
-------------
31,331
0
-------------
14,488
0
-------------
-24,591
0
-------------
13,634
0
-------------
209,208
0
-------------
0
40SAMUEL J HAWLEY
SECRETARY (THROUGH 6/22)
(i)

(ii)
0
-------------
100,573
0
-------------
37,816
0
-------------
90,719
0
-------------
-51,443
0
-------------
9,973
0
-------------
187,638
0
-------------
50,475
Schedule J (Form 990) 2022
Page 3

Schedule J (Form 990) 2022
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 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 A COMPENSATION COMMITTEE, AN INDEPENDENT COMPENSATION CONSULTANT, A COMPENSATION STUDY, AND APPROVAL BY SENTARA HEALTH'S COMPENSATION COMMITTEE. 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. THE SENTARA HEALTH BOARD HAS DIRECTED A COMMITTEE OF INDEPENDENT, CONFLICT-FREE BOARD MEMBERS TO DEVOTE THEIR TIME AND ATTENTION TO THE OVERSIGHT OF SENTARA HEALTH'S EXECUTIVE COMPENSATION AND BENEFITS PROGRAMS. THE COMPENSATION COMMITTEE CONSISTS OF PROFESSIONAL, EXPERIENCED, AND DEDICATED BOARD MEMBERS WHO TAKE THIS RESPONSIBILITY VERY SERIOUSLY. THE COMPENSATION COMMITTEE FOLLOWS GOVERNANCE BEST PRACTICES IN THE REVIEW AND APPROVAL OF EXECUTIVE COMPENSATION. THE COMPENSATION COMMITTEE IS ASSISTED BY OUTSIDE ADVISORS WHO ARE ENGAGED BY THE COMMITTEE.
PART I, LINE 4B HOWARD KERN PARTICIPATED IN THE SENTARA SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN AND HAS ATTAINED NORMAL RETIREMENT AGE UNDER THE PLAN. PARTICIPATION IN THE PLAN IS LIMITED TO SELECT INDIVIDUALS AS APPROVED BY SENTARA HEALTH'S BOARD OF DIRECTOR'S COMPENSATION COMMITTEE. THE PLAN IS CURRENTLY CLOSED TO ADDITIONAL MEMBERS. THE PLAN IS A DEFINED BENEFIT ARRANGEMENT UNDER WHICH MEMBERS ACCRUE AN ANNUAL FORMULA-BASED BENEFIT DURING EACH YEAR OF COVERED EMPLOYMENT, WHICH IS SUBJECT TO A SUBSTANTIAL RISK OF FORFEITURE FOR FEDERAL INCOME TAX PURPOSES UNTIL THE COMPLETION OF A TWO YEAR NON-COMPETE PERIOD FOLLOWING TERMINATION OR UPON DEATH. FICA AND FUTA TAXATION OF PORTIONS OF THE ACCRUED BENEFIT MAY OCCUR EARLIER THAN FEDERAL INCOME TAXATION IN ACCORDANCE WITH APPLICABLE LAW. DISTRIBUTION OF PLAN BENEFITS MAY OCCUR AT THE DATE OF APPLICABLE TAXATION (TO THE EXTENT REQUIRED TO COVER APPLICABLE TAXES) AND IN ACCORDANCE WITH THE PARTICIPANT'S ELECTED INSTALLMENT DISTRIBUTION SCHEDULE FOLLOWING TERMINATION OF EMPLOYMENT, SUBJECT TO ADHERENCE WITH THE NON-COMPETE RESTRICTIONS. IN THE CURRENT YEAR, MR. KERN WAS EMPLOYED AND ACTIVELY ACCRUING PLAN BENEFITS IN ACCORDANCE WITH THE PLAN'S TERMS. MR. KERN WAS SUBJECT TO FICA AND FUTA TAXATION ON HIS ACCRUED PLAN BENEFITS IN 2022 AND RECEIVED TAXABLE PLAN DISTRIBUTIONS OF $181,970 TO COVER APPLICABLE TAXES FOR 2022. HOWARD KERN, ROBERT BROERMANN, MICHAEL GENTRY, DENNIS MATHEIS, JORDAN ASHER, COLIN DROZDOWSKI, EARL BARNES AND ARTHUR DAVID JAMES, 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: ROBERT BROERMANN ($202,592); MICHAEL GENTRY ($172,528); DENNIS MATHEIS ($32,207) AND HOWARD KERN ($812,849). THESE AMOUNTS HAVE BEEN REPORTED IN COLUMN (B)(III) OF SCHEDULE J, PART II. DURING THE CURRENT TAX YEAR DENNIS MATHEIS AND TARKTEN PHARR PARTICIPATED IN THE SENTARA NON-QUALIFIED DEFERRED COMPENSATION PLAN. A NEW PLAN YEAR BEGINS EACH JANUARY 1ST. ELIGIBILITY REQUIRES THAT AN EMPLOYEE MUST BE IN THE TOP 5% BY SALARY AND HAVE COMPENSATION GREATER THAN OR EQUAL TO THE HIGHLY COMPENSATED AMOUNT SET BY THE PLAN IN ORDER TO PARTICIPATE. PARTICIPANTS MUST MAKE THEIR ELECTIONS IN THE YEAR PRECEDING THE DEFFERAL YEAR AND SLECT A DISTRIBUTION DATE. NEW ELECTIONS MUST BE MADE EACH YEAR. ALL PARTICIPANTS ARE 100% VESTED IN THEIR ACCOUNT BALANCES AND LUMP SUM IS THE FORM OF PAYMENT AT THE DISTRIBUTION DATE UNLESS A 5 OR 10 YEAR INSTALLMENT PAYMENT WAS SELECTED.
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. 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. PHYSICIAN PERFORMANCE INCENTIVE AN INCENTIVE DESIGNED TO ENCOURAGE AND RECOGNIZE THE CONTRIBUTIONS AND STEWARDSHIP OF PHYSICIANS IN SENTARA'S INTEGRATED DELIVERY SYSTEM. AWARDS ARE BASED ON THE ACHIEVEMENT OF CLINICAL QUALITY, PATIENT SATISFACTION, FISCAL RESPONSIBILITY AND SYSTEM ALIGNMENT GOALS.
Schedule J (Form 990) 2022

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