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← ADVENTHEALTH WEST FLORIDA AMBULATORY SERVICES INC

Form 990 for tax year 2024

Filed by ADVENTHEALTH WEST FLORIDA AMBULATORY SERVICES INC.

Totals

Total revenue
$7,530,292
Total expenses
$15,219,081
Contributions and grants received
$9,800
Grants paid
$375
Program services expenses (Part IX)
$12,447,882
Management and general expenses
$2,771,199
Fundraising expenses
$0
Program service expenses (Part III)
$12,447,882

Program services were 81.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • OttatiDavid

    Director/Pres/Chairman

    Total calculated
    $3,002,459
    From this org
    $0
    From related orgs
    $2,778,371
    Other
    $224,088
    Hours/week
    0.1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,067,695 related
    Bonus
    $0 + $1,185,417 related
    Other
    $0 + $525,259 related
    Deferred
    $0 + $179,406 related
    Nontaxable benefits
    $0 + $44,682 related
    Filer's total
    $0 + $3,002,459 related

  • Bergherm Bruce

    Secretary/Director (End 12/24)

    Total calculated
    $1,801,258
    From this org
    $0
    From related orgs
    $1,761,749
    Other
    $39,509
    Hours/week
    0.1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $710,394 related
    Bonus
    $0 + $518,285 related
    Other
    $0 + $533,070 related
    Deferred
    $0 + $18,516 related
    Nontaxable benefits
    $0 + $20,993 related
    Filer's total
    $0 + $1,801,258 related

  • Wandersleben Jennifer

    Director

    Total calculated
    $1,562,103
    From this org
    $0
    From related orgs
    $1,395,935
    Other
    $166,168
    Hours/week
    0.1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $713,959 related
    Bonus
    $0 + $516,034 related
    Other
    $0 + $165,942 related
    Deferred
    $0 + $130,239 related
    Nontaxable benefits
    $0 + $35,929 related
    Filer's total
    $0 + $1,562,103 related

  • DidenkoVadym

    Treasurer/Director

    Total calculated
    $1,356,217
    From this org
    $0
    From related orgs
    $1,197,089
    Other
    $159,128
    Hours/week
    0.1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $600,577 related
    Bonus
    $0 + $441,797 related
    Other
    $0 + $154,715 related
    Deferred
    $0 + $124,373 related
    Nontaxable benefits
    $0 + $34,755 related
    Filer's total
    $0 + $1,356,217 related

  • McGuinness Robin

    Director

    Total calculated
    $924,516
    From this org
    $0
    From related orgs
    $821,684
    Other
    $102,832
    Hours/week
    0.1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $410,486 related
    Bonus
    $0 + $297,589 related
    Other
    $0 + $113,609 related
    Deferred
    $0 + $81,828 related
    Nontaxable benefits
    $0 + $21,004 related
    Filer's total
    $0 + $924,516 related

  • Snider Jennifer

    Director (Beg 03/24)

    Total calculated
    $638,630
    From this org
    $0
    From related orgs
    $544,207
    Other
    $94,423
    Hours/week
    5 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $388,053 related
    Bonus
    $0 + $122,494 related
    Other
    $0 + $33,660 related
    Deferred
    $0 + $80,824 related
    Nontaxable benefits
    $0 + $13,599 related
    Filer's total
    $0 + $638,630 related

  • Newmyer Jason

    Director (End 03/24)

    Total calculated
    $605,906
    From this org
    $0
    From related orgs
    $497,401
    Other
    $108,505
    Hours/week
    0.1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $311,724 related
    Bonus
    $0 + $144,981 related
    Other
    $0 + $40,696 related
    Deferred
    $0 + $68,708 related
    Nontaxable benefits
    $0 + $39,797 related
    Filer's total
    $0 + $605,906 related

  • Presswood Clay

    Director

    Total calculated
    $545,086
    From this org
    $0
    From related orgs
    $445,559
    Other
    $99,527
    Hours/week
    5 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $293,050 related
    Bonus
    $0 + $91,894 related
    Other
    $0 + $60,615 related
    Deferred
    $0 + $65,815 related
    Nontaxable benefits
    $0 + $33,712 related
    Filer's total
    $0 + $545,086 related

  • LevineJonah

    AVP Ambulatory Services

    Total calculated
    $241,289
    From this org
    $205,537
    From related orgs
    $0
    Other
    $35,752
    Hours/week
    10 + 30 related

    Schedule J breakdown matched by us

    Base
    $178,012
    Bonus
    $26,842
    Other
    $683
    Deferred
    $5,152
    Nontaxable benefits
    $30,600
    Filer's total
    $241,289

  • QuinlanKirsten

    AVP Physician Recruiting

    Total calculated
    $236,436
    From this org
    $217,441
    From related orgs
    $0
    Other
    $18,995
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $189,566
    Bonus
    $25,830
    Other
    $2,045
    Deferred
    $9,038
    Nontaxable benefits
    $9,957
    Filer's total
    $236,436

  • BoydElin

    AVP Project Manaqement

    Total calculated
    $230,586
    From this org
    $202,384
    From related orgs
    $0
    Other
    $28,202
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $175,799
    Bonus
    $24,619
    Other
    $1,966
    Deferred
    $8,866
    Nontaxable benefits
    $19,336
    Filer's total
    $230,586

  • TennantArdith

    Dir W Mkt Care Pav&Anesth

    Total calculated
    $203,420
    From this org
    $187,338
    From related orgs
    $0
    Other
    $16,082
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    $162,726
    Bonus
    $23,408
    Other
    $1,204
    Deferred
    $7,183
    Nontaxable benefits
    $8,899
    Filer's total
    $203,420

  • GilbertJonathan

    Director of Finance

    Total calculated
    $193,125
    From this org
    $167,588
    From related orgs
    $0
    Other
    $25,537
    Hours/week
    10 + 30 related

    Schedule J breakdown matched by us

    Base
    $143,850
    Bonus
    $22,000
    Other
    $1,738
    Deferred
    $6,874
    Nontaxable benefits
    $18,663
    Filer's total
    $193,125

  • JohannessenJohn

    Former Officer

    Total calculated
    $782,147
    From this org
    $0
    From related orgs
    $770,795
    Other
    $11,352
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0 + $132,611 related
    Other
    $0 + $638,184 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $11,352 related
    Filer's total
    $0 + $782,147 related

  • SchultzMichael

    Former Officer

    Total calculated
    $570,004
    From this org
    $0
    From related orgs
    $570,004
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0 + $310,069 related
    Other
    $0 + $259,935 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $570,004 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Part I, Line 3
The individual who serves as the President/Board Member of the filing organization is appointed and compensated by Adventist Health System Sunbelt Healthcare Corporation (AHSSHC) for serving as the CEO of the West Florida Division of AdventHealth. AHSSHC is the 501(c)(3) parent organization of the healthcare system known as AdventHealth. Compensation and benefits provided to this individual are determined pursuant to policies, procedures, and processes of AHSSHC that are designed to ensure compliance with the intermediate sanctions laws as set forth in IRC Section 4958. AHSSHC has taken steps to ensure that processes are in place to satisfy the rebuttable presumption of reasonableness standard as set forth in Treasury Regulation Section 53.4958-6 with respect to its active executive-level positions. The AHSSHC Board Compensation Committee (the Committee) serves as the governing body for all executive compensation matters. The Committee is composed of certain members of the Board of Directors (the Board) of AHSSHC. Voting members of the Committee include only individuals who serve on the Board as independent representatives, who hold no employment positions with AHSSHC and who do not have relationships with any of the individuals whose compensation is under their review that impacts their best independent judgment as fiduciaries of AHSSHC. The Committee's role is to review and approve all components of the executive compensation plan of AHSSHC. As an independent governing body with respect to executive compensation, it should be noted that the Committee will often confer in executive sessions on matters of compensation policy and policy changes. In such executive sessions, no members of management of AHSSHC are present, other than the Chief People Officer, who remains at the request of the Chairman/committee to provide assistance/information as needed. The Committee is advised by an independent third-party compensation advisor. This advisor prepares all the benchmark studies for the Committee. Compensation levels are benchmarked with a national peer group of other not-for-profit healthcare systems and hospitals of similar size and complexity to AdventHealth and each of its affiliated entities. The following principles guide the establishment of individual executive compensation: - The salary of the President/CEO of AdventHealth will not exceed the 50th percentile of comparable salaries paid by similarly situated organizations; and - Other executive salaries shall be established using market medians. The compensation philosophy, policies, and practices of AHSSHC are consistent with the organization's faith-based mission and conform to applicable laws, regulations, and business practices. As a faith-based organization sponsored by the Seventh-day Adventist Church (the Church), AHSSHC's philosophy and principles with respect to its executive compensation practices reflect the conservative approach of the Church's mission of service and were developed in counsel with the Church's leadership.
Part I, Lines 4a-b
During the year ending December 31, 2024, John Johannessen received severance payments in the amount of $502,045. Pursuant to the AHSSHC Corporate Executive Policy governing executive severance, severance agreements for executives operating at the Vice President level and above are entered into upon eligibility to facilitate the transition to subsequent employment following an involuntary separation from employment with AdventHealth. Executives on the filing organization's management team that hold the position of Vice-President or above are compensated by and on the payroll of Adventist Health System Sunbelt Healthcare Corporation (AHSSHC), the parent organization of the healthcare system known as AdventHealth. In recognition of the contribution that each executive makes to the success of AdventHealth, AdventHealth provides supplemental executive retirement benefit plans to eligible executives. As the supplemental executive retirement benefit plans were updated in 2020 and certain individuals still participate as grand-fathered participants in certain plans, the narrative below discusses all plans in which there were any participants in 2024. The SERP III plan effectively replaces the prior SERP II plan, the Executive Flex Benefit Program Plan, and the Senior Executive Death Benefit Plan for qualified executives except for certain grandfathered executive employees. SERP III Plan: The SERP III plan provides eligible executives a percentage of their base pay, which is credited to a deferred compensation account. The plan also provides for compensation deferral and selection of life insurance coverage and long-term care insurance. To be eligible to participate in the SERP III plan, executives must be on the AHSSHC corporate payroll and be either a CEO of an AdventHealth entity, an AHSSHC Vice President (VP) or VP of an AdventHealth entity with a base salary of at least $345,000 in 2024 (adjusted annually by the same percentage as IRC Section 401(a)(17) limit increases), or other leader specifically approved by the AdventHealth President. Eligible executives do not include grandfathered executives, meaning those executives who would satisfy all the eligibility requirements of the SERP II plan prior to Dec 31, 2027, had the plan not been amended and restated as of Jan. 1, 2020. Contribution credits will be established and maintained by class year accounts for each participant using tiered contribution credit percentages of annual base compensation. Contribution credit percentages range between 15% and 19% of base compensation. Contribution credits will be made each quarter in 25% increments with reductions in contributions if the executive is also a grandfathered FLEX participant (see below). SERP III provides for a class year vesting and payment schedule (7 years for each class year) with respect to amounts accumulated in the executive's deferred compensation account. Upon attainment of a normal retirement age (age 62), or upon certain other circumstances as defined in the SERP III plan document, all deferred amounts are paid immediately to the participant. For any executives working beyond the normal retirement age, future employer contributions will be made quarterly from SERP III directly to the participant as a taxable cash bonus. SERP II Plan: The SERP II plan is a defined benefit, non-tax-qualified deferred compensation plan for certain executives who have provided lengthy service to AdventHealth and/or to other Seventh-day Adventist Church hospitals or health care institutions. Under the provisions of the SERP II plan, benefits are provided to qualifying executive participants on a pro-rata schedule beginning with 20 years of service as an employee of AdventHealth and/or another hospital or health care institution controlled by the Seventh-day Adventist Church and who satisfy certain other qualifying criteria. Eligible employees are restricted to those executives who, as of January 1, 2020, satisfied, or if employment continues, will satisfy the eligibility requirements of SERP II prior to December 31, 2027. This supplemental executive retirement plan (SERP II) was designed to provide eligible executives with the economic equivalent of an annual income beginning at normal retirement age equal to 60% of the average of the participant's three, five or seven highest years of base salary from AdventHealth active employment inclusive of income from all other Seventh-day Adventist Church healthcare employer-financed retirement income sources and investment income earned on those contributions through social security normal retirement age as defined in the plan. The number of years included in highest average compensation is determined by the individual's year of entry to SERP II and by the individual's year of entry to the AdventHealth Executive FLEX Benefit Program. FLEX Plan: The Flex Plan was originally designed to provide eligible executives an opportunity to select from among a variety of supplemental benefits, including a split dollar life insurance policy and long-term care insurance, to individually tailor a benefits program appropriate to each executive's needs. In 2020, the Flex Plan was amended to exclude employed executives who are hired or promoted after a certain date from being eligible to participate in the Flex Plan except for certain insurance coverage features of the plan. The Flex Plan provides eligible participants a pre-determined benefits allowance credit that is equal to a percentage of the executive's base pay from which the cost of mandatory and elective employee benefits is deducted. The benefits allowance credit percentage for any plan year shall not be greater than the maximum dollar amount or the percentage of compensation as determined by the AdventHealth Benefits Administration Committee. For grandfathered eligible employees, the annual pre-determined Flex allowance is contributed and any funds that remain after the cost of mandatory and elective benefits are subtracted are, at the employee's option, contributed to either an IRC 457(f) deferred compensation account or to an IRC 457(b) eligible deferred compensation plan. Upon attainment of age 65, all previous 457(f) deferred amounts are paid immediately to the participant and any future employer contributions are made quarterly from the Plan directly to the participant. The Plan provides for a class year vesting schedule (2 years for each class year) with respect to amounts accumulated in the executive's 457(f) deferred compensation account. Distributions could also be made from the executive's 457(f) deferred compensation account upon attainment of age 65 or upon an involuntary separation. The account will be forfeited by the executive upon a voluntary separation. With respect to grandfathered participants, the Flex Plan documents define eligible employees to include the Chief Executive Officers of AdventHealth entities and Vice Presidents of all AdventHealth entities whose base salary was at least equal to the Internal Revenue Code Section 401(a)(17) compensation limit each year. FLEX Plan FLEX Plan SERP II SERP III SERP III Contr. Distr.* Contr./Distr. Contr. Distr. Ottati,David $160,890 $159,135 $284,107 $ 0 $ 0 Bergherm,Bruce $138,882 $115,882 $268,344 $ 0 $ 0 Wandersleben,Jennifer $128,737 $ 93,539 $ 0 $ 5,986 $ 0 Didenko,Vadym $105,857 $ 82,133 $ 0 $ 0 $ 0 McGuinness,Robin $ 63,312 $ 38,574 $ 0 $ 3,971 $ 3,971 Presswood,Clay $ 19,750 $ 20,767 $ 0 $27,549 $ 0 Snider,Jennifer $ 0 $ 0 $ 0 $62,308 $ 0 Newmyer,Jason $ 0 $ 0 $ 0 $50,192 $ 0 AHS 457b Distr.* Schultz,Michael $251,712 Johannessen,John $119,580 * Including Investment Earnings

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2024
Filed
15 October 2025
IRS schema version
2024v5.2
Source object
202513219349318361

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