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Nonprofiteer
← ADVENTIST HEALTH SYSTEM SUNBELT INC

Form 990 for tax year 2024

Filed by ADVENTIST HEALTH SYSTEM SUNBELT INC.

Totals

Total revenue
$8,312,865,593
Total expenses
$6,857,775,203
Contributions and grants received
$71,266,542
Grants paid
$44,843,477
Program services expenses (Part IX)
$6,022,057,577
Management and general expenses
$835,717,626
Fundraising expenses
$0
Program service expenses (Part III)
$6,022,057,577

Program services were 87.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Allen Kimberly

    Director

    Total calculated
    $31,417
    From this org
    $0
    From related orgs
    $31,417
    Other
    $0
    Hours/week
    0.3 + 1.4 related

  • Bigalke John T

    Director

    Total calculated
    $40,314
    From this org
    $0
    From related orgs
    $40,314
    Other
    $0
    Hours/week
    0.4 + 1.7 related

  • Brooks Stephen

    Director (Beg 9/24)

    Total calculated
    $5,682
    From this org
    $0
    From related orgs
    $5,682
    Other
    $0
    Hours/week
    0.5 + 2 related

  • Carlson Ronald

    Director

    Total calculated
    $6,402
    From this org
    $0
    From related orgs
    $6,402
    Other
    $0
    Hours/week
    0.3 + 4.1 related

  • Cherry MD Robert A

    Director

    Total calculated
    $30,868
    From this org
    $0
    From related orgs
    $30,868
    Other
    $0
    Hours/week
    0.4 + 1.5 related

  • Craig Carlos J

    Dir./Vice Chair/Secretary

    Total calculated
    $6,062
    From this org
    $0
    From related orgs
    $6,062
    Other
    $0
    Hours/week
    0.8 + 3.2 related

  • Davidson James R

    Director (End 9/24)

    Total calculated
    $6,287
    From this org
    $0
    From related orgs
    $6,287
    Other
    $0
    Hours/week
    0.5 + 2 related

  • DeMoraes DMin Elton

    Director (Beg 9/24)

    Total calculated
    $5,682
    From this org
    $0
    From related orgs
    $5,682
    Other
    $0
    Hours/week
    0.3 + 1.1 related

  • Denslow Kenneth

    Dir./Vice Chair

    Total calculated
    $6,890
    From this org
    $0
    From related orgs
    $6,890
    Other
    $0
    Hours/week
    0.8 + 3.3 related

  • Devore Susan D

    Director

    Total calculated
    $34,982
    From this org
    $0
    From related orgs
    $34,982
    Other
    $0
    Hours/week
    0.3 + 1.4 related

  • Freedman David

    Director (Beg 9/24)

    Total calculated
    $6,287
    From this org
    $0
    From related orgs
    $6,287
    Other
    $0
    Hours/week
    0.6 + 2.5 related

  • Freese Decker Christina

    Director

    Total calculated
    $29,482
    From this org
    $0
    From related orgs
    $29,482
    Other
    $0
    Hours/week
    0.3 + 1.4 related

  • Gabriel Garth

    Director

    Total calculated
    $5,682
    From this org
    $0
    From related orgs
    $5,682
    Other
    $0
    Hours/week
    0.3 + 1.1 related

  • Grys DMin John

    Director (End 9/24)

    Total calculated
    $5,682
    From this org
    $0
    From related orgs
    $5,682
    Other
    $0
    Hours/week
    0.3 + 1.1 related

  • Hatton Melinda

    Director (Beg 7/24)

    Total calculated
    $19,982
    From this org
    $0
    From related orgs
    $19,982
    Other
    $0
    Hours/week
    0.3 + 1.1 related

  • Morel Jr D Min Hubert J

    Director (Beg 9/24)

    Total calculated
    $5,682
    From this org
    $0
    From related orgs
    $5,682
    Other
    $0
    Hours/week
    0.5 + 2 related

  • Morgan William H

    Director (End 10/24)

    Total calculated
    $0
    Hours/week
    0.3 + 1.4 related

  • Page John M

    Director (End 9/24)

    Total calculated
    $5,682
    From this org
    $0
    From related orgs
    $5,682
    Other
    $0
    Hours/week
    0.6 + 3.5 related

  • Patterson Ana

    Director

    Total calculated
    $5,682
    From this org
    $0
    From related orgs
    $5,682
    Other
    $0
    Hours/week
    0.5 + 2 related

  • Ramirez Elden

    Director (End 9/24)

    Total calculated
    $5,682
    From this org
    $0
    From related orgs
    $5,682
    Other
    $0
    Hours/week
    0.5 + 2 related

  • Rustad Gary

    Director

    Total calculated
    $7,132
    From this org
    $0
    From related orgs
    $7,132
    Other
    $0
    Hours/week
    0.3 + 1.6 related

  • Sauder PhD Vinita

    Director (End 5/24)

    Total calculated
    $6,682
    From this org
    $0
    From related orgs
    $6,682
    Other
    $0
    Hours/week
    0.3 + 1.1 related

  • Scott Glynn CW

    Director (Beg 9/24)

    Total calculated
    $5,682
    From this org
    $0
    From related orgs
    $5,682
    Other
    $0
    Hours/week
    0.5 + 2 related

  • Shaw Terry D

    Dir/President/AdventHealth CEO

    Total calculated
    $9,855,391
    From this org
    $0
    From related orgs
    $8,529,704
    Other
    $1,325,687
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $2,502,579 related
    Bonus
    $0 + $4,564,973 related
    Other
    $0 + $1,462,152 related
    Deferred
    $0 + $1,304,406 related
    Nontaxable benefits
    $0 + $21,281 related
    Filer's total
    $0 + $9,855,391 related

  • Smith DMin PhD Ron C

    Director/Chairperson

    Total calculated
    $9,667
    From this org
    $0
    From related orgs
    $9,667
    Other
    $0
    Hours/week
    0.8 + 3.5 related

  • Thurber Gary F

    Director/Vice Chair

    Total calculated
    $13,387
    From this org
    $0
    From related orgs
    $13,387
    Other
    $0
    Hours/week
    0.8 + 4.3 related

  • Tikker Blair

    Director

    Total calculated
    $38,982
    From this org
    $0
    From related orgs
    $38,982
    Other
    $0
    Hours/week
    0.3 + 1.4 related

  • VandeVere David

    Director (End 9/24)

    Total calculated
    $7,195
    From this org
    $0
    From related orgs
    $7,195
    Other
    $0
    Hours/week
    0.6 + 4.5 related

  • Werner Thomas L

    Director

    Total calculated
    $7,662
    From this org
    $0
    From related orgs
    $7,662
    Other
    $0
    Hours/week
    0.3 + 1.3 related

  • Haffner PhD Randall

    Group CEO FL & Clinical

    Total calculated
    $4,345,131
    From this org
    $0
    From related orgs
    $4,129,971
    Other
    $215,160
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,741,198 related
    Bonus
    $0 + $2,099,022 related
    Other
    $0 + $289,751 related
    Deferred
    $0 + $179,406 related
    Nontaxable benefits
    $0 + $35,754 related
    Filer's total
    $0 + $4,345,131 related

  • Rathbun Paul C

    AdventHealth CFO

    Total calculated
    $4,723,624
    From this org
    $0
    From related orgs
    $4,373,413
    Other
    $350,211
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,417,895 related
    Bonus
    $0 + $1,707,770 related
    Other
    $0 + $1,247,748 related
    Deferred
    $0 + $318,516 related
    Nontaxable benefits
    $0 + $31,695 related
    Filer's total
    $0 + $4,723,624 related

  • Adams Brian

    CEO Central FL Division

    Total calculated
    $2,125,679
    From this org
    $0
    From related orgs
    $1,878,402
    Other
    $247,277
    Hours/week
    50 + 1 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,115,786 related
    Bonus
    $0 + $570,958 related
    Other
    $0 + $191,658 related
    Deferred
    $0 + $214,016 related
    Nontaxable benefits
    $0 + $33,261 related
    Filer's total
    $0 + $2,125,679 related

  • Deininger Robert

    CEO AH Central FL Market

    Total calculated
    $1,281,513
    From this org
    $0
    From related orgs
    $1,127,788
    Other
    $153,725
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $676,238 related
    Bonus
    $0 + $316,510 related
    Other
    $0 + $135,040 related
    Deferred
    $0 + $119,120 related
    Nontaxable benefits
    $0 + $34,605 related
    Filer's total
    $0 + $1,281,513 related

  • Edris Tricia

    Chief Innovation & Partnership Officer

    Total calculated
    $1,135,263
    From this org
    $0
    From related orgs
    $1,028,261
    Other
    $107,002
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $525,660 related
    Bonus
    $0 + $362,812 related
    Other
    $0 + $139,789 related
    Deferred
    $0 + $77,335 related
    Nontaxable benefits
    $0 + $29,667 related
    Filer's total
    $0 + $1,135,263 related

  • Goodman Todd

    Group CFO FL & Clinical

    Total calculated
    $2,147,156
    From this org
    $0
    From related orgs
    $1,954,121
    Other
    $193,035
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $947,775 related
    Bonus
    $0 + $619,903 related
    Other
    $0 + $386,443 related
    Deferred
    $0 + $156,406 related
    Nontaxable benefits
    $0 + $36,629 related
    Filer's total
    $0 + $2,147,156 related

  • Harcombe Douglas

    CEO AH South FL Market

    Total calculated
    $2,384,901
    From this org
    $0
    From related orgs
    $2,241,652
    Other
    $143,249
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $582,984 related
    Bonus
    $0 + $285,858 related
    Other
    $0 + $1,372,810 related
    Deferred
    $0 + $112,086 related
    Nontaxable benefits
    $0 + $31,163 related
    Filer's total
    $0 + $2,384,901 related

  • Herrera MD Victor

    Chief Clinical Off. AH Central FL Div.

    Total calculated
    $973,158
    From this org
    $0
    From related orgs
    $807,114
    Other
    $166,044
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $573,183 related
    Bonus
    $0 + $163,462 related
    Other
    $0 + $70,469 related
    Deferred
    $0 + $131,960 related
    Nontaxable benefits
    $0 + $34,084 related
    Filer's total
    $0 + $973,158 related

  • Hilliard Douglas

    CFO AH Central FL Division

    Total calculated
    $1,281,492
    From this org
    $0
    From related orgs
    $1,139,592
    Other
    $141,900
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $634,662 related
    Bonus
    $0 + $294,789 related
    Other
    $0 + $210,141 related
    Deferred
    $0 + $106,079 related
    Nontaxable benefits
    $0 + $35,821 related
    Filer's total
    $0 + $1,281,492 related

  • Jimenez Kristin

    Chief Strategy Off. AH Central FL

    Total calculated
    $851,873
    From this org
    $0
    From related orgs
    $741,180
    Other
    $110,693
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $498,864 related
    Bonus
    $0 + $148,046 related
    Other
    $0 + $94,270 related
    Deferred
    $0 + $75,478 related
    Nontaxable benefits
    $0 + $35,215 related
    Filer's total
    $0 + $851,873 related

  • Johnson Linnette

    Chief Clinical Operations Off. AH Central

    Total calculated
    $773,986
    From this org
    $0
    From related orgs
    $651,993
    Other
    $121,993
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $426,359 related
    Bonus
    $0 + $129,039 related
    Other
    $0 + $96,595 related
    Deferred
    $0 + $85,927 related
    Nontaxable benefits
    $0 + $36,066 related
    Filer's total
    $0 + $773,986 related

  • Mckinney Jillyan

    CEO, AHMG & Ambulatory Serv. Central

    Total calculated
    $843,581
    From this org
    $0
    From related orgs
    $707,555
    Other
    $136,026
    Hours/week
    15 + 35 related

    Schedule J breakdown matched by us

    Base
    $0 + $514,216 related
    Bonus
    $0 + $155,638 related
    Other
    $0 + $37,701 related
    Deferred
    $0 + $98,868 related
    Nontaxable benefits
    $0 + $37,158 related
    Filer's total
    $0 + $843,581 related

  • Santorelli Amy

    Chief People Off. AH Central FL Division

    Total calculated
    $577,502
    From this org
    $0
    From related orgs
    $465,513
    Other
    $111,989
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $368,568 related
    Bonus
    $0 + $40,943 related
    Other
    $0 + $56,002 related
    Deferred
    $0 + $78,657 related
    Nontaxable benefits
    $0 + $33,332 related
    Filer's total
    $0 + $577,502 related

  • Stankiewicz Catherine

    CNO AH Central FL Division

    Total calculated
    $725,279
    From this org
    $0
    From related orgs
    $628,531
    Other
    $96,748
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $403,767 related
    Bonus
    $0 + $118,451 related
    Other
    $0 + $106,313 related
    Deferred
    $0 + $63,125 related
    Nontaxable benefits
    $0 + $33,623 related
    Filer's total
    $0 + $725,279 related

  • Vargas Karilynn

    CEO AH NW Market Central FL

    Total calculated
    $947,058
    From this org
    $0
    From related orgs
    $847,467
    Other
    $99,591
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $505,718 related
    Bonus
    $0 + $244,450 related
    Other
    $0 + $97,299 related
    Deferred
    $0 + $77,281 related
    Nontaxable benefits
    $0 + $22,310 related
    Filer's total
    $0 + $947,058 related

  • Angelis MD Michael

    Physician - Kidney Transplant

    Total calculated
    $1,653,453
    From this org
    $1,606,053
    From related orgs
    $0
    Other
    $47,400
    Hours/week
    80

    Schedule J breakdown matched by us

    Base
    $512,315
    Bonus
    $1,049,780
    Other
    $43,958
    Deferred
    $17,727
    Nontaxable benefits
    $29,673
    Filer's total
    $1,653,453

  • Bogar MD Linda

    Physician - Heart Transplant

    Total calculated
    $1,818,298
    From this org
    $1,798,089
    From related orgs
    $0
    Other
    $20,209
    Hours/week
    75

    Schedule J breakdown matched by us

    Base
    $1,348,429
    Bonus
    $425,688
    Other
    $23,972
    Deferred
    $17,727
    Nontaxable benefits
    $2,482
    Filer's total
    $1,818,298

  • Chin MD L Thomas

    Physician - Liver Transplant

    Total calculated
    $1,652,083
    From this org
    $1,603,201
    From related orgs
    $0
    Other
    $48,882
    Hours/week
    75

    Schedule J breakdown matched by us

    Base
    $495,045
    Bonus
    $1,049,780
    Other
    $58,376
    Deferred
    $17,727
    Nontaxable benefits
    $31,155
    Filer's total
    $1,652,083

  • Davis Jr Robert Duane

    Physician/Medical Director

    Total calculated
    $1,713,326
    From this org
    $1,682,217
    From related orgs
    $0
    Other
    $31,109
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $1,294,791
    Bonus
    $376,000
    Other
    $11,426
    Deferred
    $17,727
    Nontaxable benefits
    $13,382
    Filer's total
    $1,713,326

  • Zeeshan MD Ahmad

    Physician - Heart Transplant

    Total calculated
    $1,678,900
    From this org
    $1,639,909
    From related orgs
    $0
    Other
    $38,991
    Hours/week
    85

    Schedule J breakdown matched by us

    Base
    $1,163,683
    Bonus
    $467,105
    Other
    $9,121
    Deferred
    $17,727
    Nontaxable benefits
    $21,264
    Filer's total
    $1,678,900

  • Cook Timothy

    Former Key Employee

    Total calculated
    $1,223,088
    From this org
    $0
    From related orgs
    $1,093,602
    Other
    $129,486
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $487,536 related
    Bonus
    $0 + $263,070 related
    Other
    $0 + $342,996 related
    Deferred
    $0 + $96,737 related
    Nontaxable benefits
    $0 + $32,749 related
    Filer's total
    $0 + $1,223,088 related

  • Finkler MD Neil

    Former Key Employee

    Total calculated
    $364,530
    From this org
    $0
    From related orgs
    $348,964
    Other
    $15,566
    Hours/week
    0 + 16 related

    Schedule J breakdown matched by us

    Base
    $0 + $158,189 related
    Bonus
    $0 + $172,741 related
    Other
    $0 + $18,034 related
    Deferred
    $0 + $5,374 related
    Nontaxable benefits
    $0 + $10,192 related
    Filer's total
    $0 + $364,530 related

  • Moorhead Sheryl

    Former Key Employee

    Total calculated
    $524,238
    From this org
    $0
    From related orgs
    $524,226
    Other
    $12
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $165,743 related
    Bonus
    $0 + $349,299 related
    Other
    $0 + $9,184 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $12 related
    Filer's total
    $0 + $524,238 related

  • Spenst Brett

    Former Key Employee

    Total calculated
    $1,456,581
    From this org
    $0
    From related orgs
    $1,421,675
    Other
    $34,906
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $916,594 related
    Bonus
    $0 + $166,182 related
    Other
    $0 + $338,899 related
    Deferred
    $0 + $11,616 related
    Nontaxable benefits
    $0 + $23,290 related
    Filer's total
    $0 + $1,456,581 related

  • Thompson Michael

    Former Key Employee

    Total calculated
    $1,851,004
    From this org
    $0
    From related orgs
    $1,692,559
    Other
    $158,445
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $685,196 related
    Bonus
    $0 + $509,358 related
    Other
    $0 + $498,005 related
    Deferred
    $0 + $119,531 related
    Nontaxable benefits
    $0 + $38,914 related
    Filer's total
    $0 + $1,851,004 related

  • Villanueva Jeffrey

    Former Key Employee

    Total calculated
    $1,113,262
    From this org
    $0
    From related orgs
    $989,304
    Other
    $123,958
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $448,830 related
    Bonus
    $0 + $245,853 related
    Other
    $0 + $294,621 related
    Deferred
    $0 + $79,843 related
    Nontaxable benefits
    $0 + $44,115 related
    Filer's total
    $0 + $1,113,262 related

  • Wandersleben Jennifer

    Former Key Employee

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

  • Zbaraschuk Amy

    Former Key Employee

    Total calculated
    $909,130
    From this org
    $0
    From related orgs
    $788,847
    Other
    $120,283
    Hours/week
    40 + 10 related

    Schedule J breakdown matched by us

    Base
    $0 + $451,557 related
    Bonus
    $0 + $225,673 related
    Other
    $0 + $111,617 related
    Deferred
    $0 + $79,012 related
    Nontaxable benefits
    $0 + $41,271 related
    Filer's total
    $0 + $909,130 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

  • 1a · First-class or charter travel
  • 1a · Travel for companions
  • 1a · Tax indemnification and gross-up payments
  • 1a · Discretionary spending account
  • 1a · Health or social club dues or initiation fees
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 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 1a
The filing organization is a part of the system of healthcare organizations known as AdventHealth. Members of the filing organization's executive 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. AHSSHC is exempt from federal income tax under IRC Section 501(c)(3). The filing organization reimburses AHSSHC for the salary and benefit cost of those executives listed in Part VII that are on the payroll of AHSSHC. At the direction of AHSSHC, and in accordance with the reserved powers in the filing organization's governing documents, the executive team listed on Part VII provides services to the filing organization. First-class or charter travel: Pursuant to the AdventHealth system-wide general policy regarding business travel, no reimbursement will be provided for any additional cost incurred with respect to first-class or charter air travel beyond the cost of a regular coach airfare. As a means of providing additional business travel reimbursement for those members of the AHSSHC senior executive management team that travel frequently on behalf of AdventHealth, a special annual travel allowance is provided for those executives. As AdventHealth operates 51 hospitals in 9 states, the senior leadership of AHSSHC travel extensively and often visit multiple hospital locations in different states as a part of a single business trip. The special travel allowance can provide reimbursements to the executive for such items as the purchase of air travel upgrade coupons or to cover the cost differential between coach and first-class travel. The special travel allowance benefit was originally authorized by and codified into a policy by the AHSSHC Board Compensation Committee (the Committee), an independent body of the AHSSHC Board of Directors, who also approves the annual cap on the amount of the allowance. The special travel allowance has an annual cap of $33,500 for Senior and System Executive Vice Presidents (generally 18 AdventHealth Executive Vice Presidents) and the Multi-State CFO, $20,000 for System Senior Vice Presidents, Regional CEO's and Division Chief Officers (generally 50-60 individual executives) and $7,500 for other executives whose role requires extensive travel (currently 4), as approved by the AdventHealth CEO. The AdventHealth System CEO does not have an annual cap. The Group CEO & CFO for FL & Clinical, the CEO in AH Central FL Market, AH NW Market Central FL, and AH South FL Market, the AH Central FL Division's CEO, CFO, Chief Innovation & Partnership Officer, Chief Clinical Officer, Chief Strategy Officer, Chief Clinical Operations Officer, Chief Nursing Officer (CNO), and the Chief People Officer are officers or key employees. These individuals are considered common law employees of and are on the payroll of AHSSHC. While the special travel allowance benefit is an AHSSHC compensation policy and practice, the cost of providing this benefit is allocated to and either wholly or partially reimbursed by the filing organization. Accordingly, the filing organization has checked the box in Schedule J, Part I, line 1a for first-class or charter travel since it has wholly or partially paid for the cost of providing this benefit. Those executives who receive the special travel allowance are responsible for tracking the expenses reimbursable under the special travel allowance and must submit such expenses on their accountable plan expense report. Any taxable reimbursements made to executives under the special travel allowance arrangement are treated as taxable compensation to the executive. Travel for companions: AHSSHC has a Corporate Executive Policy that provides a benefit to allow for a traveling AHSSHC executive to have his or her spouse accompany the executive on certain business trips each year. Typically, reimbursement is only provided to certain executive leaders and is usually limited to one business trip per year beyond the annual AdventHealth President's Council business meeting and other meetings where the spouse is specifically invited. The AHSSHC Corporate Executive Spousal Travel Policy was originally approved and reviewed by the AHSSHC Board Compensation Committee, an independent body of the AHSSHC Board of Directors. All spousal travel costs reimbursed to the executive are considered taxable compensation to the executive. Tax Indemnification and gross-up payments: AdventHealth has a system-wide general policy addressing gross-up payments provided in connection with employer-provided benefits (other than relocation assistance provided to executives). Under the policy, certain taxable business-related reimbursements that are provided to any employee may be grossed up at a 25% rate upon approval by the filing organization's CEO and CFO. Additionally, employees at the Director level and above are eligible for gross-up payments on gifts received for board of director services. Discretionary spending account: Occasional discretionary spending amounts are periodically provided to eligible executives who attend annual business meetings such as the AdventHealth President's Council, CFO Conference or the CMO/CNO business meeting. Payments provided to each executive are considered taxable compensation to the executive. Health or social club dues or initiation fees: AHSSHC has a Corporate Executive Policy that addresses business development expenditures. Under this policy, to encourage executives to establish and cultivate strong working relationships with the medical community and other leaders in the community and industry, certain AdventHealth executives may be reimbursed for member dues and usage charges for a country club or other social club upon authorization. Club memberships must be approved by the AdventHealth President/CEO on an annual basis. Each AdventHealth executive who is approved for a club membership must submit an annual report describing how they used the membership to benefit their organization during the preceding year so that the AdventHealth President/CEO can determine if continuance of the club membership furthers the business interests of AdventHealth. In the current year, for this filing organization, four (4) executives listed in Part VII received reimbursement for club fees. While the club dues membership is an AHSSHC compensation policy and practice, the cost of providing this benefit is allocated to and reimbursed in whole or in part by the filing organization. Accordingly, the filing organization has checked the box in Schedule J, Part I, line 1a for health or social club dues since it has wholly or partially paid for the cost of providing this benefit.
Part I, Line 3
The individual who serves as the CEO of the filing organization is appointed and compensated by Adventist Health System Sunbelt Healthcare Corporation (AHSSHC). 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, Line 4b
As discussed in Line 1a above, 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.
Schedule J, Part I, Line 4b continued:
FLEX PLAN FLEX PLAN SERP II SERP III CONTR. DISTR.* CONTR./DISTR. CONTR. Shaw, Terry D. $ 160,890 $ 137,319 $1,082,884 $ 0 Rathbun, Paul C. $ 160,890 $ 496,780 $ 538,998 $ 0 Haffner, Randall $ 160,890 $ 137,319 $ 1,972 $ 0 Harcombe, Douglas $ 93,570 $ 68,944 $1,231,667 $ 0 Goodman, Todd $ 160,890 $ 137,319 $ 150,594 $ 0 Adams, Brian $ 160,890 $ 116,908 $ 0 $ 57,610 Thompson, Michael $ 124,015 $ 84,881 $ 314,383 $ 0 Wandersleben, Jennifer $ 128,737 $ 93,539 $ 0 $ 5,986 Spenst, Brett $ 0 $ 0 $ 0 $ 175,933 Deininger, Robert $ 113,099 $ 61,584 $ 0 $ 10,504 Hilliard, Douglas $ 110,563 $ 78,402 $ 47,906 $ 0 Cook, Timothy $ 78,221 $ 64,936 $ 90,322 $ 0 Edris, Tricia $ 81,819 $ 59,419 $ 0 $ 0 FLEX PLAN FLEX PLAN SERP II SERP III CONTR. DISTR.* CONTR./DISTR. CONTR. Villanueva, Jeffery $ 61,327 $ 59,641 $ 178,443 $ 0 Herrera, Victor $ 0 $ 0 $ 0 $ 113,444 Vargas, Karilynn $ 81,765 $ 30,502 $ 0 $ 0 Zbaraschuk, Amy $ 60,496 $ 63,141 $ 0 $ 0 Jimenez, Kristin $ 74,368 $ 23,732 $ 0 $ 5,593 Mckinney, Jillyan $ 0 $ 0 $ 0 $ 81,399 Johnson, Linnette $ 53,381 $ 48,794 $ 0 $ 14,030 Stankiewicz, Catherine $ 53,712 $ 20,141 $ 0 $ 13,897 Stantorelli, Amy $ 0 $ 0 $ 0 $ 60,141 SERP III Distr.* Spenst, Brett $ 175,933 * 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

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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
17 November 2025
IRS schema version
2024v5.2
Source object
202523219349323827

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