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Nonprofiteer
← ADVENTIST GLENOAKS HOSPITAL

Form 990 for tax year 2022

Filed by ADVENTIST GLENOAKS HOSPITAL.

This return was superseded by a later amendment. matched by us It is kept because history is preserved rather than replaced.

What the amendment changed

Compared with the latest return for 2022 , filed 15 May 2024. matched by us Only the Part I totals and the names listed in Part VII are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.

Total revenue
$115,059,128 changed to $65,430,317
Total expenses
$116,059,375 changed to $67,507,895
Contributions and grants received
$3,384,216 changed to $1,018,582
Grants paid
$165,081 changed to $38,903
Program services expenses
$106,553,082 changed to $64,574,927
Management and general expenses
$9,506,293 changed to $2,932,968
Program service expenses (Part III)
$106,553,082 changed to $64,574,927

Listed only on the earlier return

  • AGUILERA RONALD
  • ALBAUGH JOLENE
  • CALANZA FATIMA
  • CARROLL MD RICHARD
  • CHRISTIAN BRUCE
  • DE RAMOS DO DAVID
  • KNUTSON LISA
  • MAYOL LEIZL
  • PAWLIK RN COLLEEN
  • THORAKKAL SINOL

Listed only on the later return

  • GRYS DMIN JOHN
  • MILNER MD ROSS
  • PATARI MD SANJAY
  • VALAITIS MD SANDRA

Listed under a different title

  • BROWN JARED: SR. DIR. FINANCE-BOLING/GLENOAKS then CFO
  • DAVARAPALLI MD RAMADEVI: DIRECTOR (BEG 1/22) then DIRECTOR
  • DIXON SUSAN: DIRECTOR (BEG 1/22) then DIRECTOR
  • KOHLI MD MANINDER: DIRECTOR (BEG 1/22) then DIRECTOR
  • RADIVOJEVIC VLADIMIR: COO/CEO then CEO
  • RAMIREZ ELDEN: DIRECTOR (BEG 1/22) then DIRECTOR
  • THORDARSON THOR: DIR/PRESIDENT/SEC then DIR/PRES/SEC/EVP & COO

Totals

Total revenue
$115,059,128
Total expenses
$116,059,375
Contributions and grants received
$3,384,216
Grants paid
$165,081
Program services expenses (Part IX)
$106,553,082
Management and general expenses
$9,506,293
Fundraising expenses
$0
Program service expenses (Part III)
$106,553,082

Program services were 91.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • BACON KENNETH

    DIR/CHAIRMAN

    Total calculated
    $1,911,910
    From this org
    $0
    From related orgs
    $1,621,638
    Other
    $290,272
    Hours/week
    0.3 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,226,644 related
    Bonus
    $0 + $338,892 related
    Other
    $0 + $56,102 related
    Deferred
    $0 + $243,332 related
    Nontaxable benefits
    $0 + $46,940 related
    Filer's total
    $0 + $1,911,910 related

  • SNYDER BRENT

    DIRECTOR

    Total calculated
    $1,510,244
    From this org
    $0
    From related orgs
    $1,466,962
    Other
    $43,282
    Hours/week
    0.3 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $921,439 related
    Bonus
    $0 + $281,173 related
    Other
    $0 + $264,350 related
    Deferred
    $0 + $16,400 related
    Nontaxable benefits
    $0 + $26,882 related
    Filer's total
    $0 + $1,510,244 related

  • THORDARSON THOR

    DIR/PRESIDENT/SEC

    Total calculated
    $1,444,961
    From this org
    $0
    From related orgs
    $1,297,253
    Other
    $147,708
    Hours/week
    5.22 + 44.78 related

    Schedule J breakdown matched by us

    Base
    $0 + $744,389 related
    Bonus
    $0
    Other
    $0 + $552,864 related
    Deferred
    $0 + $118,312 related
    Nontaxable benefits
    $0 + $29,396 related
    Filer's total
    $0 + $1,444,961 related

  • BUCHANAN HERBERT

    DIRECTOR

    Total calculated
    $828,801
    From this org
    $7,259
    From related orgs
    $788,724
    Other
    $32,818
    Hours/week
    5.85 + 44.15 related

    Schedule J breakdown matched by us

    Base
    $6,049 + $470,117 related
    Bonus
    $0
    Other
    $1,210 + $318,607 related
    Deferred
    $122 + $17,133 related
    Nontaxable benefits
    $234 + $15,329 related
    Filer's total
    $7,615 + $821,186 related

  • ARQUILLA VENANZIO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.3 + 0.6 related

  • DENSLOW KENNETH

    DIRECTOR/VICE CHAIR

    Total calculated
    $5,692
    From this org
    $0
    From related orgs
    $5,692
    Other
    $0
    Hours/week
    0.3 + 3.7 related

  • SCOTT GLYNN

    DIRECTOR

    Total calculated
    $5,363
    From this org
    $0
    From related orgs
    $5,363
    Other
    $0
    Hours/week
    0.3 + 2.7 related

  • RAMIREZ ELDEN

    DIRECTOR (BEG 1/22)

    Total calculated
    $5,363
    From this org
    $0
    From related orgs
    $5,363
    Other
    $0
    Hours/week
    0.3 + 2.7 related

  • DE RAMOS DO DAVID

    DIRECTOR (END 12/22)

    Total calculated
    $270,574
    From this org
    $0
    From related orgs
    $232,083
    Other
    $38,491
    Hours/week
    0.3 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $198,493 related
    Bonus
    $0 + $33,590 related
    Other
    $0
    Deferred
    $0 + $20,687 related
    Nontaxable benefits
    $0 + $17,804 related
    Filer's total
    $0 + $270,574 related

  • AGUILERA RONALD

    DIRECTOR (END 3/22)

    Total calculated
    $6,088
    From this org
    $0
    From related orgs
    $6,088
    Other
    $0
    Hours/week
    0.3 + 3.7 related

  • MURREY MD SUSAN

    DIRECTOR

    Total calculated
    $49,200
    From this org
    $0
    From related orgs
    $49,200
    Other
    $0
    Hours/week
    0.3 + 7 related

  • EASTMAN LINDA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.3 + 0.6 related

  • GRAY JR MARSHALL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.3 + 0.6 related

  • HAWKINS RONNIE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.3 + 0.6 related

  • HOLDER BILL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.3 + 0.6 related

  • O'CONNOR PETER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.3 + 0.6 related

  • WRIGHT JONATHAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.3 + 0.6 related

  • DAVARAPALLI MD RAMADEVI

    DIRECTOR (BEG 1/22)

    Total calculated
    $489,860
    From this org
    $0
    From related orgs
    $432,824
    Other
    $57,036
    Hours/week
    0.3 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $349,891 related
    Bonus
    $0 + $82,933 related
    Other
    $0
    Deferred
    $0 + $30,904 related
    Nontaxable benefits
    $0 + $26,132 related
    Filer's total
    $0 + $489,860 related

  • DIXON SUSAN

    DIRECTOR (BEG 1/22)

    Total calculated
    $0
    Hours/week
    0.3 + 0.6 related

  • KOHLI MD MANINDER

    DIRECTOR (BEG 1/22)

    Total calculated
    $31,350
    From this org
    $0
    From related orgs
    $31,350
    Other
    $0
    Hours/week
    0.3 + 4.6 related

  • CHRISTIAN BRUCE

    PRES/CEO BOLINGBROOK/GLENOAKS (END 10/22)

    Total calculated
    $1,631,183
    From this org
    $0
    From related orgs
    $1,591,871
    Other
    $39,312
    Hours/week
    25 + 25 related

    Schedule J breakdown matched by us

    Base
    $0 + $352,000 related
    Bonus
    $0
    Other
    $0 + $1,239,871 related
    Deferred
    $0 + $16,000 related
    Nontaxable benefits
    $0 + $23,312 related
    Filer's total
    $0 + $1,631,183 related

  • RADIVOJEVIC VLADIMIR

    COO/CEO

    Total calculated
    $429,108
    From this org
    $0
    From related orgs
    $356,458
    Other
    $72,650
    Hours/week
    37.5 + 12.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $291,307 related
    Bonus
    $0
    Other
    $0 + $65,151 related
    Deferred
    $0 + $33,188 related
    Nontaxable benefits
    $0 + $39,462 related
    Filer's total
    $0 + $429,108 related

  • BROWN JARED

    SR. DIR. FINANCE-BOLING/GLENOAKS

    Total calculated
    $265,136
    From this org
    $0
    From related orgs
    $234,771
    Other
    $30,365
    Hours/week
    25 + 25 related

    Schedule J breakdown matched by us

    Base
    $0 + $207,451 related
    Bonus
    $0
    Other
    $0 + $27,320 related
    Deferred
    $0 + $8,412 related
    Nontaxable benefits
    $0 + $21,953 related
    Filer's total
    $0 + $265,136 related

  • CARROLL MD RICHARD

    VP/CMO BOLINGBROOK/GO (END 6/22)

    Total calculated
    $527,820
    From this org
    $0
    From related orgs
    $501,650
    Other
    $26,170
    Hours/week
    25 + 25 related

    Schedule J breakdown matched by us

    Base
    $0 + $255,140 related
    Bonus
    $0 + $1,273 related
    Other
    $0 + $245,237 related
    Deferred
    $0 + $2,900 related
    Nontaxable benefits
    $0 + $23,270 related
    Filer's total
    $0 + $527,820 related

  • PAWLIK RN COLLEEN

    INTERIM CNO BOLING/GLENOAKS

    Total calculated
    $344,481
    From this org
    $0
    From related orgs
    $301,083
    Other
    $43,398
    Hours/week
    25 + 25 related

    Schedule J breakdown matched by us

    Base
    $0 + $243,851 related
    Bonus
    $0
    Other
    $0 + $57,232 related
    Deferred
    $0 + $9,094 related
    Nontaxable benefits
    $0 + $34,304 related
    Filer's total
    $0 + $344,481 related

  • CALANZA FATIMA

    RN CHARGE

    Total calculated
    $219,424
    From this org
    $58,818
    From related orgs
    $130,940
    Other
    $29,666
    Hours/week
    58.7

    Schedule J breakdown matched by us

    Base
    $22,586 + $124,520 related
    Bonus
    $17,538 + $3,218 related
    Other
    $18,694 + $3,202 related
    Deferred
    $1,761 + $12,683 related
    Nontaxable benefits
    $3,278 + $11,944 related
    Filer's total
    $63,857 + $155,567 related

  • THORAKKAL SINOL

    RN CHARGE

    Total calculated
    $206,547
    From this org
    $42,931
    From related orgs
    $122,793
    Other
    $40,823
    Hours/week
    49.2

    Schedule J breakdown matched by us

    Base
    $22,421 + $116,888 related
    Bonus
    $8,189 + $2,805 related
    Other
    $12,321 + $3,100 related
    Deferred
    $1,341 + $13,527 related
    Nontaxable benefits
    $5,713 + $20,242 related
    Filer's total
    $49,985 + $156,562 related

  • ALBAUGH JOLENE

    RN DIR-SURGICAL SVCS

    Total calculated
    $188,176
    From this org
    $40,398
    From related orgs
    $125,102
    Other
    $22,676
    Hours/week
    30 + 10 related

    Schedule J breakdown matched by us

    Base
    $39,445 + $123,448 related
    Bonus
    $0
    Other
    $953 + $1,654 related
    Deferred
    $1,109 + $13,172 related
    Nontaxable benefits
    $2,253 + $6,142 related
    Filer's total
    $43,760 + $144,416 related

  • KNUTSON LISA

    RN DIR-NURSING

    Total calculated
    $196,337
    From this org
    $39,268
    From related orgs
    $125,537
    Other
    $31,532
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $38,938 + $123,077 related
    Bonus
    $0
    Other
    $330 + $2,460 related
    Deferred
    $1,223 + $11,005 related
    Nontaxable benefits
    $4,996 + $14,308 related
    Filer's total
    $45,487 + $150,850 related

  • MAYOL LEIZL

    RN SPV-HOUSE

    Total calculated
    $205,110
    From this org
    $39,704
    From related orgs
    $124,451
    Other
    $40,955
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $22,503 + $119,409 related
    Bonus
    $5,417 + $3,277 related
    Other
    $11,784 + $1,765 related
    Deferred
    $1,250 + $12,832 related
    Nontaxable benefits
    $5,922 + $20,951 related
    Filer's total
    $46,876 + $158,234 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
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 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 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 49 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, TO COVER THE COST DIFFERENTIAL BETWEEN COACH AND FIRST-CLASS TRAVEL, OR TO COVER THE COST OF A CHARTER FLIGHT. 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 $24,000 FOR MEMBERS OF THE LEADERSHIP EXECUTIVE TEAM (13 ADVENTHEALTH CABINET MEMBERS AND THE ADVENTHEALTH MULTI-STATE CFO) AND $15,000 FOR ADVENTHEALTH CORPORATE OFFICE SENIOR VICE PRESIDENTS, REGIONAL CEO'S, AND DIVISION CHIEF OFFICERS (GENERALLY 50 - 55 INDIVIDUAL EXECUTIVES). A REGIONAL CEO FOR ADVENTHEALTH IS A MEMBER OF THE BOARD OF DIRECTORS OF THE FILING ORGANIZATION. THE REGIONAL CEO IS CONSIDERED A COMMON LAW EMPLOYEE OF AND IS 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. A REPORT ON CHARTER TRAVEL IS PROVIDED TO THE AHSSHC BOARD COMPENSATION COMMITTEE AT EACH MEETING. 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 POLICY ADDRESSING GROSS-UP PAYMENTS PROVIDED IN CONNECTION WITH EMPLOYER-PROVIDED BENEFITS/OTHER TAXABLE ITEMS. UNDER THE POLICY, CERTAIN TAXABLE BUSINESS-RELATED REIMBURSEMENTS (I.E. TAXABLE BUSINESS-RELATED MOVING EXPENSES, TAXABLE ITEMS PROVIDED IN CONNECTION WITH EMPLOYMENT) 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.
PART I, LINE 3
THE FILING ORGANIZATION WAS A COVERED AFFILIATE OF THE JOINT OPERATING COMPANY, ALEXIAN BROTHERS-AHS MIDWEST REGION HEALTH CO. D/B/A AMITA HEALTH (AMITA OR JOC) FOR THE PERIOD FROM JANUARY 1 TO MARCH 31 OF 2022. AS A RESULT OF THE DISAFFILIATION AGREEMENT BETWEEN ALEXIAN BROTHERS HEALTH SYSTEM AND ADVENTIST MIDWEST HEALTH, THE FILING ORGANIZATION'S SOLE MEMBER, THE FILING ORGANIZATION CEASED TO BE A COVERED AFFILIATE OF THE JOC EFFECTIVE APRIL 1, 2022. PLEASE SEE OUR RESPONSE TO FORM 990, PART VI, SECTION A, LINE 4 FOR ADDITIONAL INFORMATION CONCERNING THE DISAFFILIATION AGREEMENT. THE 2022 COMPENSATION OF THE EXECUTIVES LISTED IN PART VII, INCLUDING THE CEO, WAS DETERMINED BY AMITA. UPON THE DISAFFILIATION ON APRIL 1, 2022, THE COMPENSATION OF THE EXECUTIVES LISTED IN PART VII WAS REVIEWED BY ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORPORATION, THE FILING ORGANIZATION'S TOP-TIER 501(C)(3) PARENT ORGANIZATION, FOR REASONABLENESS AND APPROPRIATENESS AND LEFT UNCHANGED FOR 2022. AMITA UTILIZED VARIOUS COMPARABILITY DATA IN ESTABLISHING THE 2022 COMPENSATION FOR THOSE EXECUTIVES LISTED IN PART VII THAT PERFORMED SERVICES FOR AMITA DURING THE FIRST QUARTER OF 2022 AND FOR THE FILING ORGANIZATION AND FOR ITS RELATED 501(C)(3) HOSPITAL AND PHYSICIAN PRACTICE ENTITIES FOR CALENDAR YEAR 2022. COMPARABILITY DATA UTILIZED BY AMITA INCLUDED COMPENSATION SURVEYS AND STUDIES AND THE FORMS 990 OF OTHER UNRELATED COMPARABLE ORGANIZATIONS. AMITA ALSO HAD A COMPENSATION COMMITTEE THAT APPROVED ALL RELEVANT EXECUTIVE COMPENSATION, INCLUDING THE COMPENSATION OF THE FILING ORGANIZATION'S CEO FOR 2022.
PART I, LINES 4A-B
LINE 4A: DURING THE YEAR ENDING DECEMBER 31, 2022, BRUCE CHRISTIAN, CEO AND RICHARD CARROLL, MD, CMO RECEIVED A SEVERANCE PAYMENT IN THE AMOUNT OF $78,225 AND $189,993 RESPECTIVELY. 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. OTHER SEVERANCE PAYMENTS MAY BE MADE TO NON-EXECUTIVE PERSONNEL IN CERTAIN CIRCUMSTANCES. LINE 4B: THOR THORDARSON, KENNETH BACON, RICHARD CARROLL, MD, BRUCE CHRISTIAN, BRENT SNYDER, HERBERT BUCHANAN, AND VLADIMIR RADIVOJEVIC RECEIVED COMPENSATION IN 2022 FROM ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORPORATION (AHSSHC), THE TOP-TIER PARENT OF THE FILING ORGANIZATION AND THE PARENT ORGANIZATION OF A HEALTHCARE SYSTEM KNOWN AS ADVENTHEALTH. IN RECOGNITION OF THE CONTRIBUTION THAT EACH EXECUTIVE MAKES TO THE SUCCESS OF ADVENTHEALTH, ADVENTHEALTH PROVIDES SUPPLEMENTAL EXECUTIVE BENEFIT PLANS TO ELIGIBLE EXECUTIVES. IN 2020, ADVENTHEALTH RESTRUCTURED ITS EXECUTIVE SUPPLEMENTAL RETIREMENT AND BENEFIT PLANS TO REDUCE COMPLEXITY, TO INCREASE PREDICTABILITY OF BENEFITS AND TO CONSOLIDATE MULTIPLE SUPPLEMENTAL EXECUTIVE BENEFIT PLANS INTO ONE PLAN. EFFECTIVE 1/1/2020, A NEW SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP III) WAS ADOPTED AND THE THREE EXISTING PLANS, DESCRIBED BELOW, WERE AMENDED AND RESTATED. THE NEWLY ADOPTED SERP III PLAN, AS WELL AS THE AMENDED AND RESTATED PLANS, WERE REVIEWED AND APPROVED BY THE AHSSHC BOARD COMPENSATION COMMITTEE, AN INDEPENDENT BODY OF THE AHSSHC BOARD OF DIRECTORS. 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 $305,000 IN 2022 (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 CONTR. DISTR.* CONTR./DISTR. CONTR. BACON, KENNETH $ 0 $ 0 $ 0 $ 226,932 CHRISTIAN, BRUCE $ 13,125 $ 0 $ 931,613 $ 0 SNYDER, BRENT $ 150,000 $ 129,500 $ 56,411 $ 0 THORDARSON, THOR $ 0 $ 0 $ 0 $ 98,072 BUCHANAN, HERBERT $ 0 $ 0 $ 0 $ 50,754 CARROLL, RICHARD $ 9,220 $ 9,220 $ 21,047 $ 0 RADIVOJEVIC, VLADIMIR $ 0 $ 0 $ 0 $ 19,327 SERP III DISTR.* BUCHANAN, HERBERT $ 50,754 * INCLUDING INVESTMENT EARNINGS HERBERT BUCHANAN WAS COMPENSATED BY ALEXIAN BROTHERS HEALTH SYSTEM IN JANUARY-MARCH OF 2022 FOR SERVICES PROVIDED TO THE FILING ORGANIZATION. ALEXIAN BROTHERS HEALTH SYSTEM WAS AFFILIATED WITH THE FILING ORGANIZATION FOR THE PERIOD FROM JANUARY 1, - MARCH 31, 2022. PLEASE SEE OUR RESPONSE TO FORM 990, PART VI, SECTION A, LINE 4 FOR A DISCUSSION CONCERNING THE FILING ORGANIZATION'S AFFILIATION WITH ALEXIAN BROTHERS HEALTH SYSTEM THROUGH THE JOINT OPERATING COMPANY KNOWN AS AMITA HEALTH FOR THE PERIOD FROM JANUARY 1, - MARCH 31, 2022. COMPENSATION FOR THIS INDIVIDUAL'S SERVICES PROVIDED TO THE FILING ORGANIZATION IS DISCLOSED IN PART VII, LINE 1A, AND SCHEDULE J, PART II.

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

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
2022
Filed
3 November 2023
IRS schema version
2022v5.0
Source object
202303199349320345

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