Form 990 for tax year 2023
Filed by PORTERCARE ADVENTIST HEALTH SYSTEM.
Totals
- Total revenue
- $731,175,522
- Total expenses
- $824,419,557
- Contributions and grants received
- $0
- Grants paid
- $1,097,553
- Program service revenue
- $723,753,234
- Investment income
- $4,386,068
- Other revenue
- $3,036,220
- Total assets, end of year
- $1,847,895,763
- Total liabilities, end of year
- $526,009,951
- Net assets or fund balances, end of year
- $1,321,885,812
- Program services expenses (Part IX)
- $744,471,649
- Management and general expenses
- $79,947,908
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $744,471,649
Program services were 90.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
2a · Program service revenue: Net Patient Revenue
total $717,621,044 · related or exempt $717,621,044
-
2b · Program service revenue: Cafeteria Revenue
total $1,927,224 · related or exempt $1,927,224
-
2c · Program service revenue: Pharmacy Revenue
total $1,798,430 · related or exempt $81,218 · unrelated business $1,717,212
-
2d · Program service revenue: Medical Office Building Rentals
total $1,619,630 · related or exempt $1,485,186 · unrelated business $134,444
-
2e · Program service revenue: Gift Shop Revenue
total $129,048 · related or exempt $129,048
-
2f · All other program service revenue
total $657,858 · related or exempt $657,858
-
3 · Investment income
total $7,218,113 · excluded $7,218,113
-
6a · Gross rents
real property $54,576
-
6b · Less rental expenses
real property $1,600
-
6c · Rental income or loss
real property $52,976
-
6d · Net rental income or loss
total $52,976 · related or exempt $52,976
-
7a · Gross sales of assets other than inventory
other assets $543,497
-
7b · Less cost or other basis and sales expenses
securities $3,375,542 · other assets $0
-
7c · Gain or loss
securities -$3,375,542 · other assets $543,497
-
7d · Net gain or loss
total -$2,832,045 · excluded -$2,832,045
-
11a · Other revenue: Equity Earnings Subsidiaries
total $2,983,244 · related or exempt $2,983,244
-
11e · Other revenue, total
$2,983,244
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $553,111 · program services $553,111
-
3 · Grants to foreign organizations and individuals
total $544,442 · program services $544,442
-
5 · Compensation of officers, directors and key employees
total $4,580,643 · management and general $4,580,643
-
7 · Other salaries and wages
total $242,298,217 · program services $242,298,217
-
8 · Pension plan contributions
total $10,381,707 · program services $10,249,226 · management and general $132,481
-
9 · Other employee benefits
total $54,149,748 · program services $53,217,631 · management and general $932,117
-
10 · Payroll taxes
total $16,406,973 · program services $16,197,604 · management and general $209,369
-
11b · Fees: legal
total $60,935 · management and general $60,935
-
11c · Fees: accounting
total $199,139 · management and general $199,139
-
11f · Fees: investment management
total $1,176,610 · management and general $1,176,610
-
11g · Fees: other
total $184,055,675 · program services $142,374,549 · management and general $41,681,126
-
12 · Advertising and promotion
total $8,653,998 · management and general $8,653,998
-
13 · Office expenses
total $19,261,084 · program services $17,122,250 · management and general $2,138,834
-
14 · Information technology
total $1,180,581 · program services $1,113,105 · management and general $67,476
-
16 · Occupancy
total $18,920,264 · program services $18,920,264
-
17 · Travel
total $424,540 · program services $9,880 · management and general $414,660
-
19 · Conferences, conventions and meetings
total $488,791 · management and general $488,791
-
20 · Interest
total $4,499,906 · program services $4,499,906
-
22 · Depreciation, depletion and amortization
total $41,950,229 · program services $41,950,229
-
23 · Insurance
total $3,834,923 · program services $3,714,166 · management and general $120,757
-
24a · Other expenses: Medical Supplies
total $135,721,257 · program services $133,693,552 · management and general $2,027,705
-
24b · Other expenses: State Assessment
total $43,909,214 · program services $43,909,214
-
24c · Other expenses: Impairment Loss
total $14,811,026 · management and general $14,811,026
-
24d · Other expenses: Repairs and Maintenance
total $14,028,240 · program services $14,028,240
-
24e · All other expenses
total $2,328,304 · program services $76,063 · management and general $2,252,241
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $1,003,815 · end of year $23,743
-
2 · Savings and temporary cash investments
beginning of year $124,258,532 · end of year $614,315,338
-
4 · Accounts receivable
beginning of year $239,805,770 · end of year $218,899,281
-
7 · Other notes and loans receivable
beginning of year $3,766,019 · end of year $2,559,574
-
8 · Inventories for sale or use
beginning of year $38,911,389 · end of year $35,182,586
-
9 · Prepaid expenses and deferred charges
beginning of year $17,645,096 · end of year $12,183,911
-
10a · Land, buildings and equipment: cost or other basis
$1,770,493,121
-
10b · Land, buildings and equipment: accumulated depreciation
$1,015,064,869
-
10c · Land, buildings and equipment, net
beginning of year $705,693,683 · end of year $755,428,252
-
12 · Investments: other securities
beginning of year $448,880,136 · end of year $68,550,956
-
14 · Intangible assets
beginning of year $58,030,231 · end of year $52,844,662
-
15 · Other assets
beginning of year $354,864,660 · end of year $87,907,460
-
17 · Accounts payable and accrued expenses
beginning of year $101,057,961 · end of year $112,190,803
-
19 · Deferred revenue
beginning of year $916,807
-
25 · Other liabilities
beginning of year $397,747,963 · end of year $413,819,148
-
27 · Net assets without donor restrictions
beginning of year $1,493,032,744 · end of year $1,320,528,654
-
28 · Net assets with donor restrictions
beginning of year $103,856 · end of year $1,357,158
Mission and programs · 2023
Mission
Adventist Health System Sunbelt Healthcare Corporation and all its subsidiary organizations were established by the Seventh-Day Adventist Church to bring a ministry of healing and health to the communities served. Our mission is to extend the healing ministry of Christ.The hospital and healthcare system whose parent is Adventist Health System Sunbelt Healthcare Corporation is known as AdventHealth. AdventHealth seeks to be widely respected as a consumer-focused organization that engages individuals in their health by delivering wholistic, best practice care across a connected, comprehensive continuum of services. With Christ as our example, AdventHealth cares for and nurtures people: our employees, our communities, our healthcare professionals, and those who trust us for care and healing.
Activities or mission (Part I)
The provision of medical care to the community through the operation of five hospitals totaling 979 beds.
-
Operation of 5 acute care hospitals with 17,434 patient admissions, 71,489 patient days and 684,498 outpatient visits in the current year. In addition to hospital operations, the corporation provides medical care through a number of other activities such as urgent care centers, physician clinics, home health services, hospice services, sleep centers, wound centers, therapy and rehab.
Expenses $744,471,649 · Grants $1,097,553 · Revenue $724,937,798
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Bacon Kenneth
Dir/Chairman Multi State CEO (end 11/23)
- Total calculated
- $2,044,666
- From this org
- $0
- From related orgs
- $1,770,929
- Other
- $273,737
- Hours/week
- 5 + 45 related
Schedule J breakdown matched by us
- Base
- $0 + $1,284,422 related
- Bonus
- $0 + $424,601 related
- Other
- $0 + $61,906 related
- Deferred
- $0 + $244,496 related
- Nontaxable benefits
- $0 + $29,241 related
- Filer's total
- $0 + $2,044,666 related
-
Banks David
Director/Chairman (beg 11/23)
- Total calculated
- $2,385,812
- From this org
- $0
- From related orgs
- $2,205,351
- Other
- $180,461
- Hours/week
- 5 + 45 related
Schedule J breakdown matched by us
- Base
- $0 + $1,427,724 related
- Bonus
- $0 + $443,692 related
- Other
- $0 + $333,935 related
- Deferred
- $0 + $150,677 related
- Nontaxable benefits
- $0 + $29,784 related
- Filer's total
- $0 + $2,385,812 related
-
Houmann Lars
Director
- Total calculated
- $24,761
- From this org
- $0
- From related orgs
- $24,761
- Other
- $0
- Hours/week
- 1 + 3 related
-
Ordelheide Kris
Director (beg 8/23)
- Total calculated
- $1,102,746
- From this org
- $0
- From related orgs
- $1,008,974
- Other
- $93,772
- Hours/week
- 1 + 50 related
Schedule J breakdown matched by us
- Base
- $0 + $433,043 related
- Bonus
- $0 + $481,317 related
- Other
- $0 + $94,614 related
- Deferred
- $0 + $87,780 related
- Nontaxable benefits
- $0 + $5,992 related
- Filer's total
- $0 + $1,102,746 related
-
Randolph Karsten
Director/Multi State CFO (beg 8/23)
- Total calculated
- $2,368,832
- From this org
- $0
- From related orgs
- $2,198,983
- Other
- $169,849
- Hours/week
- 5 + 45 related
Schedule J breakdown matched by us
- Base
- $0 + $731,672 related
- Bonus
- $0 + $168,601 related
- Other
- $0 + $1,298,710 related
- Deferred
- $0 + $137,475 related
- Nontaxable benefits
- $0 + $32,374 related
- Filer's total
- $0 + $2,368,832 related
-
Rathbun Paul
Director (end 8/23)
- Total calculated
- $3,159,893
- From this org
- $0
- From related orgs
- $2,655,900
- Other
- $503,993
- Hours/week
- 1 + 50 related
Schedule J breakdown matched by us
- Base
- $0 + $1,347,228 related
- Bonus
- $0 + $441,722 related
- Other
- $0 + $866,950 related
- Deferred
- $0 + $473,177 related
- Nontaxable benefits
- $0 + $30,816 related
- Filer's total
- $0 + $3,159,893 related
-
Spenst Brett
Director/CEO (beg 8/23)
- Total calculated
- $992,607
- From this org
- $0
- From related orgs
- $956,760
- Other
- $35,847
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $0 + $583,228 related
- Bonus
- $0
- Other
- $0 + $373,532 related
- Deferred
- $0 + $11,127 related
- Nontaxable benefits
- $0 + $24,720 related
- Filer's total
- $0 + $992,607 related
-
Thurber Gary
Director
- Total calculated
- $6,503
- From this org
- $0
- From related orgs
- $6,503
- Other
- $0
- Hours/week
- 1 + 3 related
-
Thurber John Mic
Director
- Total calculated
- $5,706
- From this org
- $0
- From related orgs
- $5,706
- Other
- $0
- Hours/week
- 1 + 3 related
-
Enderson Dan
Sec/Group President/CFO (beg 8/23)
- Total calculated
- $3,327,242
- From this org
- $0
- From related orgs
- $3,016,062
- Other
- $311,180
- Hours/week
- 45 + 5 related
Schedule J breakdown matched by us
- Base
- $0 + $833,256 related
- Bonus
- $0 + $861,315 related
- Other
- $0 + $1,321,491 related
- Deferred
- $0 + $280,930 related
- Nontaxable benefits
- $0 + $30,250 related
- Filer's total
- $0 + $3,327,242 related
-
Gaasch Andrew
Treasurer/CFO (end 8/23)
- Total calculated
- $3,361,500
- From this org
- $0
- From related orgs
- $3,099,191
- Other
- $262,309
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $0 + $1,128,052 related
- Bonus
- $0 + $1,135,433 related
- Other
- $0 + $835,706 related
- Deferred
- $0 + $228,657 related
- Nontaxable benefits
- $0 + $33,652 related
- Filer's total
- $0 + $3,361,500 related
-
Dodds Rick
CEO Littleton Adventist Hospital
- Total calculated
- $1,040,356
- From this org
- $0
- From related orgs
- $910,939
- Other
- $129,417
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $0 + $443,673 related
- Bonus
- $0 + $340,399 related
- Other
- $0 + $126,867 related
- Deferred
- $0 + $95,296 related
- Nontaxable benefits
- $0 + $34,121 related
- Filer's total
- $0 + $1,040,356 related
-
Erickson Jonathan
CFO Avista Adventist Hospital (beg 9/23)
- Total calculated
- $437,955
- From this org
- $0
- From related orgs
- $400,025
- Other
- $37,930
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $0 + $241,741 related
- Bonus
- $0 + $29,018 related
- Other
- $0 + $129,266 related
- Deferred
- $0 + $9,844 related
- Nontaxable benefits
- $0 + $28,086 related
- Filer's total
- $0 + $437,955 related
-
Folkenberg Todd
CEO Porter Adventist Hospital
- Total calculated
- $1,426,522
- From this org
- $0
- From related orgs
- $1,270,050
- Other
- $156,472
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $0 + $452,825 related
- Bonus
- $0 + $305,921 related
- Other
- $0 + $511,304 related
- Deferred
- $0 + $113,126 related
- Nontaxable benefits
- $0 + $43,346 related
- Filer's total
- $0 + $1,426,522 related
-
Gal Matt
CFO Castle Rock Adventist Hospital
- Total calculated
- $298,891
- From this org
- $0
- From related orgs
- $284,361
- Other
- $14,530
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $0 + $218,935 related
- Bonus
- $0 + $64,709 related
- Other
- $0 + $717 related
- Deferred
- $0 + $6,929 related
- Nontaxable benefits
- $0 + $7,601 related
- Filer's total
- $0 + $298,891 related
-
Goebel Michael
CEO Parker Adventist Hospital
- Total calculated
- $1,124,229
- From this org
- $0
- From related orgs
- $1,001,751
- Other
- $122,478
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $0 + $461,855 related
- Bonus
- $0 + $419,197 related
- Other
- $0 + $120,699 related
- Deferred
- $0 + $89,280 related
- Nontaxable benefits
- $0 + $33,198 related
- Filer's total
- $0 + $1,124,229 related
-
Pittman Jeremy
CEO Castle Rock Adventist Hospital
- Total calculated
- $810,006
- From this org
- $0
- From related orgs
- $681,679
- Other
- $128,327
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $0 + $349,374 related
- Bonus
- $0 + $212,442 related
- Other
- $0 + $119,863 related
- Deferred
- $0 + $86,888 related
- Nontaxable benefits
- $0 + $41,439 related
- Filer's total
- $0 + $810,006 related
-
Still Danae
CFO Littleton Adventist Hospital
- Total calculated
- $572,027
- From this org
- $0
- From related orgs
- $520,487
- Other
- $51,540
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $0 + $258,726 related
- Bonus
- $0 + $72,385 related
- Other
- $0 + $189,376 related
- Deferred
- $0 + $8,942 related
- Nontaxable benefits
- $0 + $42,598 related
- Filer's total
- $0 + $572,027 related
-
Travis Carol
CFO Avista Adventist Hospital
- Total calculated
- $440,745
- From this org
- $0
- From related orgs
- $375,424
- Other
- $65,321
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $0 + $289,011 related
- Bonus
- $0 + $84,400 related
- Other
- $0 + $2,013 related
- Deferred
- $0 + $26,287 related
- Nontaxable benefits
- $0 + $39,034 related
- Filer's total
- $0 + $440,745 related
-
Ward Erin
CFO Parker Adventist Hospital
- Total calculated
- $365,743
- From this org
- $0
- From related orgs
- $359,020
- Other
- $6,723
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $0 + $279,856 related
- Bonus
- $0 + $78,194 related
- Other
- $0 + $970 related
- Deferred
- $0 + $6,594 related
- Nontaxable benefits
- $0 + $129 related
- Filer's total
- $0 + $365,743 related
-
Whitlock Andrew
CFO Porter Adventist Hospital
- Total calculated
- $330,599
- From this org
- $0
- From related orgs
- $296,582
- Other
- $34,017
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $0 + $242,754 related
- Bonus
- $0 + $52,640 related
- Other
- $0 + $1,188 related
- Deferred
- $0 + $6,820 related
- Nontaxable benefits
- $0 + $27,197 related
- Filer's total
- $0 + $330,599 related
-
Finch Kenneth
CEO Avista Adventist Hospital
- Total calculated
- $306,000
- From this org
- $0
- From related orgs
- $306,000
- Other
- $0
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $0
- Bonus
- $0
- Other
- $0 + $306,000 related
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $0 + $306,000 related
-
Ewell MD Nelson
Surgeon-Neuro
- Total calculated
- $1,108,846
- From this org
- $1,055,986
- From related orgs
- $0
- Other
- $52,860
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $1,006,659
- Bonus
- $44,984
- Other
- $4,343
- Deferred
- $19,800
- Nontaxable benefits
- $33,060
- Filer's total
- $1,108,846
-
Jennings MD Jason
Surgeon-Orthopedic
- Total calculated
- $1,215,781
- From this org
- $1,163,346
- From related orgs
- $0
- Other
- $52,435
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $1,096,075
- Bonus
- $63,429
- Other
- $3,842
- Deferred
- $19,800
- Nontaxable benefits
- $32,635
- Filer's total
- $1,215,781
-
Miner MD Todd
Surgeon-Orthopedic
- Total calculated
- $1,164,229
- From this org
- $1,109,169
- From related orgs
- $0
- Other
- $55,060
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $1,049,690
- Bonus
- $52,906
- Other
- $6,573
- Deferred
- $26,049
- Nontaxable benefits
- $29,011
- Filer's total
- $1,164,229
-
RajpalMD Sharad
Surgeon-Neuro
- Total calculated
- $1,722,350
- From this org
- $1,672,543
- From related orgs
- $0
- Other
- $49,807
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $1,668,892
- Bonus
- $0
- Other
- $3,651
- Deferred
- $14,665
- Nontaxable benefits
- $35,142
- Filer's total
- $1,722,350
-
Yang MD Charlie
Surgeon-Orthopedic
- Total calculated
- $1,207,282
- From this org
- $1,158,921
- From related orgs
- $0
- Other
- $48,361
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $997,820
- Bonus
- $157,535
- Other
- $3,566
- Deferred
- $16,125
- Nontaxable benefits
- $32,236
- Filer's total
- $1,207,282
-
Banko Peter
Former Officer
- Total calculated
- $8,978,109
- From this org
- $0
- From related orgs
- $8,101,604
- Other
- $876,505
- Hours/week
- 5 + 45 related
Schedule J breakdown matched by us
- Base
- $0 + $1,914,510 related
- Bonus
- $0 + $2,583,661 related
- Other
- $0 + $3,603,433 related
- Deferred
- $0 + $847,002 related
- Nontaxable benefits
- $0 + $29,503 related
- Filer's total
- $0 + $8,978,109 related
-
Fisher Jonathan
Former Key Employee
- Total calculated
- $682,062
- From this org
- $0
- From related orgs
- $584,185
- Other
- $97,877
- Hours/week
- 0 + 50 related
Schedule J breakdown matched by us
- Base
- $0 + $321,125 related
- Bonus
- $0 + $45,997 related
- Other
- $0 + $217,063 related
- Deferred
- $0 + $67,527 related
- Nontaxable benefits
- $0 + $30,350 related
- Filer's total
- $0 + $682,062 related
-
McKinney Jillyan
Former Key Employee
- Total calculated
- $769,420
- From this org
- $0
- From related orgs
- $647,906
- Other
- $121,514
- Hours/week
- 0 + 50 related
Schedule J breakdown matched by us
- Base
- $0 + $512,879 related
- Bonus
- $0 + $107,509 related
- Other
- $0 + $27,518 related
- Deferred
- $0 + $89,062 related
- Nontaxable benefits
- $0 + $32,452 related
- Filer's total
- $0 + $769,420 related
-
Sendros Isaac
Former Key Employee
- Total calculated
- $1,048,957
- From this org
- $0
- From related orgs
- $930,653
- Other
- $118,304
- Hours/week
- 0 + 50 related
Schedule J breakdown matched by us
- Base
- $0 + $404,558 related
- Bonus
- $0 + $156,655 related
- Other
- $0 + $369,440 related
- Deferred
- $0 + $87,437 related
- Nontaxable benefits
- $0 + $30,867 related
- Filer's total
- $0 + $1,048,957 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, and on a Form 990-PF Part VIII's — 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 · Housing allowance or residence for personal use
- 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
- Prior to August 1, 2023, members of the filing organization's top management officials were compensated by Centura Health Corporation (CHC). CHC was a joint operating management company who managed the daily activities of Portercare Adventist Health System under a joint operating agreement dated December 8, 1995 between Adventist Health System Sunbelt Healthcare Corporation (ASHHSC) and Common Spirit Health (CSH). As such, the officers and key employees salaries were paid to them by CHC, a related organization, for services rendered in their capacity as key employees or officers of PAHS. However, effective August 1, 2023, AHSSHC and CSH disaffiliated, and management of the filing organization was transferred back to its sole member, AHSSHC. After disaffiliation, members of the filing organization's executive management team that hold the position of Vice-President or above were 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. For this short year tax return, both parties (CHC and AHSSHC) compensated officer and key employees of the filing organization. All of their reportable compensation is disclosed on Form 990, Schedule J, Part II, row (ii) and Form 990, Part VII, column (e) as compensation from related organizations. 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 50 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 (15 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 45-55 individual executives). The filing organization's CEO, the Multi-State CEO and the Multi-State CFO for AdventHealth are members of the Board of Directors of the filing organization. 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. 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: 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: Prior to the AHSSHC and CSH disaffiliation effective Aug 1, 2023, CHC provided a cash discretionary spending account was provided to eligible executives in the form of a car allowance of $750 per month to help offset business travel expense. After the disaffiliation, only occasional discretionary spending amounts were 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. Housing allowance or residence for personal use: AHSSHC has a Corporate Executive Policy that addresses assistance to executives who have been relocated by the company during the year. Relocation assistance provided to executives may include relocation allowances to assist with duplicate housing expenses. Relocation assistance is administered per AHSSHC policy by an external relocation company. All taxable reimbursements made to executives in connection with relocation assistance are treated as wages to the executive and are subject to all payroll withholding and reporting requirements.
- Part I, Line 3
- As discussed in Part VI, Section B, Line 15, and in Line 1 above, the organization's top management officials' compensation was paid by Centura Health Corporation (CHC) prior to the disaffiliation on Aug 1, 2023 and after disaffiliation was paid by Adventist Health System Sunbelt Healthcare Corporation (ASHHSC). All of their reportable compensation is disclosed on Form 990, Schedule J, Part II, row (ii) and Form 990, Part VII, column (e) as compensation from related organizations. The individual serving as the CEO of the filing organization was appointed effective Aug. 1, 2023 and is compensated by Adventist Health System Sunbelt Healthcare Corporation (AHSSHC) (please see our response to Part I, Line 1a above regarding the disaffiliation). 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
- Line 4b: As discussed in Line 1 above, the organization's top management officials' compensation was paid by Centura Health Corporation (CHC) prior to the disaffiliation on Aug 1, 2023 and after disaffiliation was paid by Adventist Health System Sunbelt Healthcare Corporation (ASHHSC). All officers and key employees' salaries and all associated benefits were paid for services rendered in their capacity as key employees or officers of the filing organization. All of their reportable compensation is disclosed on Form 990, Schedule J, Part II, row (ii) and Form 990, Part VII, column (e) as compensation from related organizations. CHC Benefit plans (prior to Aug 1, 2023): Senior executives on the filing organization's management team that hold the position of Senior Vice-President or Hospital CEO are eligible to participate in the CHC EXECU-FLEX Benefit Plan (the Plan). In recognition of the contribution that each executive makes to the success of CHC, CHC provides for participation in the Plan to the eligible executives. The purpose of the Plan is to offer an opportunity to elect from among a variety of supplemental benefits to individually tailor a benefits program appropriate to each executive's needs. The executive is provided with a Flex allowance equivalent to 10% of base salary to purchase selected benefits and to contribute into a deferred non-qualified supplemental executive retirement plan. The Plan provides for a five-year cliff-vesting schedule with respect to amounts accumulated in the executive's deferred compensation account. CHC contributes into these deferred compensation accounts semi-annually and amounts are subject to a substantial risk of forfeiture with active participation required at time of vesting. In addition, CHC provides a Pension Restoration Benefit (PRB) to restore qualified plan contributions lost on income in excess of the current federal maximum allowable compensation to a qualified plan. The PRB provides contributions by restoring the amount that would have been contributed to the executive's retirement savings plan for compensation in excess of the legislative limits. Benefit amounts are added to the participant's flex allowance each year based on their total compensation from the prior year. The following received contributions to a non-qualified plan for the calendar year 2023: CY Employer CY Employer CY SERP CY PRB SERP Contr. PRB Contr. Distrib. Distrib. Peter Banko 441,351 395,151 1,482,363 1,304,913 Andrew Gaasch 126,891 93,891 427,812 254,242 Daniel Enderson 123,625 90,625 587,997 438,305 Todd Folkenberg 54,183 21,183 278,355 138,265 Michael Goebel 55,365 22,365 0 0 Kris Ordelheide 53,891 23,389 0 0 Isaac Sendros 18,078 0 154,563 37,206 Rick Dodds 45,743 12,743 70,841 7,515 Jeremy Pittman 44,158 11,158 74,364 18,555 Jillyan McKinney 0 0 144,130 50,660
- Schedule J, Line 4b:
- AHSSHC benefit plans (effective Aug 1, 2023) 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 2023. 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 $330,000 in 2023 (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, Line 4b: continuation
- Flex Plan Flex Plan SERP II SERP III SERP III Contr. Distr.* Contr./Distr. Contr. Distr.* -------------------------------------------------------------- Dan Enderson $ 0 $ 0 $ 0 $ 56,180 $ 0 Paul Rathbun $155,450 $132,564 $ 632,721 $ 0 $ 0 David Banks $155,450 $152,379 $ 90,424 $ 0 $ 0 Karsten Randolph $119,748 $ 74,817 $1,188,200 $ 0 $ 0 Kenneth Bacon $ 0 $ 0 $ 0 $237,896 $ 0 Todd Folkenberg $ 0 $ 0 $ 0 $ 27,260 $ 0 Michael Goebel $ 0 $ 0 $ 0 $ 26,792 $ 26,792 Isaac Sendros $ 0 $ 0 $ 0 $ 49,615 $ 0 Rick Dodds $ 0 $ 0 $ 0 $ 25,260 $ 0 Brett Spenst $ 0 $ 0 $ 0 $105,231 $105,231 Jeremy Pittman $ 0 $ 0 $ 0 $ 20,322 $ 0 Jillyan McKinney $ 0 $ 0 $ 0 $ 77,935 $ 0 Jonathan Fisher $ 0 $ 0 $ 0 $ 49,800 $ 0 Carol Travis $ 0 $ 0 $ 0 $ 17,135 $ 0 * 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
-
General Support
-
General Support
-
$55,000
General Support
-
General Support
-
$20,000
General Support
-
The Arapahoe County School District No 6
$17,171
General Support
-
$17,000
General Support
-
$13,000
General Support
-
$10,510
General Support
-
General Support
The 10 largest by cash amount. The API serves every itemized grant.
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.
-
501(c)(3) · Future Operation of Hospital & Related Services · NC · controlled entity
Directly controlled by Adventist Hlth System Sunbelt Hlthcare Corp
-
AdventHealth Family Medicine Rural Health Clinics Inc
501(c)(3) · Operation of Rural Health Clinics & Medical Services · FL · controlled entity
Directly controlled by Metroplex Adventist Hospital Inc
-
501(c)(3) · Fund-Raising for Affiliated Tax-Exempt Hospitals · FL · controlled entity
Directly controlled by Adventist Hlth System Sunbelt Hlthcare Corp
-
AdventHealth Home Care East Florida LLC
501(c)(3) · Inactive · FL · controlled entity
Directly controlled by Memorial Hlth Systems Inc
-
AdventHealth Hospice Care East Florida Inc
501(c)(3) · Inactive · FL · controlled entity
Directly controlled by Memorial Hlth Systems Inc
-
AdventHealth Kansas City Foundation
501(c)(3) · Fund-raising for Tax-exempt hospitals · KS · controlled entity
Directly controlled by Shawnee Mission Medical Center Inc
-
AdventHealth Palm Coast Parkway Inc
501(c)(3) · Operation of Hospital & Related Services · FL · controlled entity
Directly controlled by Adventist Hlth System Sunbelt Hlthcare Corp
-
501(c)(3) · Operation of Hospital & Related Services · FL · controlled entity
Directly controlled by Adventist Hlth System Sunbelt Hlthcare Corp
-
501(c)(3) · Operation of Hospital & Related Services · FL · controlled entity
Directly controlled by Adventist Hlth System Sunbelt Hlthcare Corp
-
AdventHealth Primary Care Network Inc (630-123123)
501(c)(3) · Future Operation of Physician Practices & Medical Services · FL · controlled entity
Directly controlled by Adventist Hlth System Sunbelt Hlthcare Corp
-
AdventHealth Ransom Memorial Inc
501(c)(3) · Operation of Hospital & Related Services · KS · controlled entity
Directly controlled by Adventist Hlth Mid-America Inc
-
501(c)(3) · Future Operation of Hospital & Related Services · FL · controlled entity
Directly controlled by Adventist Hlth System Sunbelt Hlthcare Corp
-
501(c)(3) · Operation of Physician Practices & Medical Services · FL · controlled entity
Directly controlled by Adventist Hlth System Sunbelt Hlthcare Corp
-
AdventHealth South Overland Park Inc
501(c)(3) · Operation of Hospital & Related Services · KS · controlled entity
Directly controlled by Adventist Hlth Mid-America Inc
-
501(c)(3) · Education/Operation of School · FL · controlled entity
Directly controlled by Adventist Hlth SystemSunbelt Inc
-
AdventHealth West Florida Ambulatory Services Inc
501(c)(3) · Support of Imaging Center & Home Health Subsidiaries · FL · controlled entity
Directly controlled by Adventist Hlth System Sunbelt Hlthcare Corp
-
AdventHealth West Florida Imaging Inc
501(c)(3) · Imaging & Testing · FL · controlled entity
Directly controlled by AdventHealth West Florida Ambulatory Services Inc
-
Adventist Care Centers - Courtland Inc
501(c)(3) · Operation of Home for the Aged/Hlthcare Delivery · FL · controlled entity
Directly controlled by Sunbelt Hlth Care Centers Inc
-
Adventist Health Mid-America Inc
501(c)(3) · Support of Affiliated Hospital · KS · controlled entity
Directly controlled by Adventist Hlth SystemSunbelt Inc
-
Adventist Health System Georgia Inc
501(c)(3) · Operation of Hospital & Related Services · GA · controlled entity
Directly controlled by Adventist Hlth System Sunbelt Hlthcare Corp
-
Adventist Hlth System Sunbelt Hlthcare Corp
501(c)(3) · Management Services · FL
-
Adventist Hlth SystemSunbelt Inc
501(c)(3) · Operation of Hospitals & Related Services · FL · controlled entity
Directly controlled by Adventist Hlth System Sunbelt Hlthcare Corp
-
Adventist Hlth SystemTexas Inc
501(c)(3) · Employee Leasing of Personnel to Affiliated Hospitals · TX · controlled entity
Directly controlled by Adventist Hlth System Sunbelt Hlthcare Corp
-
501(c)(3) · Employee Leasing of Personnel to Supported Hospitals · IL · controlled entity
Directly controlled by Adventist Hlth System Sunbelt Hlthcare Corp
-
Apopka Health Care Properties Inc
501(c)(3) · Lease to Related Organization · GA · controlled entity
Directly controlled by Sunbelt Hlth Care Centers Inc
-
Bert Fish Medical Center Auxiliary Inc
501(c)(3) · Volunteer support services · FL
Directly controlled by Southeast Volusia Healthcare Corp
-
Burleson Nursing & Rehab Center Inc
501(c)(3) · Operation of Home for the Aged/Hlthcare Delivery · TX · controlled entity
Directly controlled by Sunbelt Hlth Care Centers Inc
-
Centura Health Corporation (71-73123)
501(c)(3) · Joint Operating Company · CO
-
Chickasaw Health Care Properties Inc
501(c)(3) · Lease to Related Organization · GA · controlled entity
Directly controlled by Sunbelt Hlth Care Centers Inc
-
Chippewa Valley Hospital & Oakview Care Center Inc
501(c)(3) · Operation of Hospital & Related Services · WI · controlled entity
Directly controlled by Adventist Hlth SystemSunbelt Inc
-
Coalition For Physician Well-Being Inc
501(c)(3) · Provide support for Physician well-being · FL · controlled entity
Directly controlled by Adventist Hlth System Sunbelt Hlthcare Corp
-
Courtland Health Care Properties Inc
501(c)(3) · Lease to Related Organization · GA · controlled entity
Directly controlled by Sunbelt Hlth Care Centers Inc
-
Dairy Road Health Care Properties Inc
501(c)(3) · Lease to Related Organization · GA · controlled entity
Directly controlled by Sunbelt Hlth Care Centers Inc
-
East Orlando Health & Rehab Center Inc
501(c)(3) · Operation of Home for the Aged/Hlthcare Delivery · FL · controlled entity
Directly controlled by Sunbelt Hlth Care Centers Inc
-
501(c)(3) · Operation of Hospital & Related Services · NC · controlled entity
Directly controlled by Adventist Hlth System Sunbelt Hlthcare Corp
-
501(c)(3) · Operation of Home for the Aged/Hlthcare Delivery · FL · controlled entity
Directly controlled by Sunbelt Hlth Care Centers Inc
-
Florida Hospital Dade City Inc
501(c)(3) · Operation of Hospital & Related Services · FL · controlled entity
Directly controlled by Adventist Hlth System Sunbelt Hlthcare Corp
-
Florida Hospital Healthcare Partners Inc
501(c)(3) · Operation of Physician Practices & Medical Services · FL · controlled entity
Directly controlled by Adventist Hlth SystemSunbelt Inc
-
Florida Hospital Medical Group Inc
501(c)(3) · Operation of Physician Practices & Medical Services · FL · controlled entity
Directly controlled by Adventist Hlth SystemSunbelt Inc
-
501(c)(3) · Operation of Hospital & Related Services · FL · controlled entity
Directly controlled by Adventist Hlth System Sunbelt Hlthcare Corp
-
Florida Hospital Physician Group Inc
501(c)(3) · Operation of Physician Practices & Medical Services · FL · controlled entity
Directly controlled by Adventist Hlth System Sunbelt Hlthcare Corp
-
501(c)(3) · Operation of Hospital & Related Services · FL · controlled entity
Directly controlled by Adventist Hlth System Sunbelt Hlthcare Corp
-
Florida Hospital Zephyrhills Inc
501(c)(3) · Operation of Hospital & Related Services · FL · controlled entity
Directly controlled by Adventist Hlth SystemSunbelt Inc
-
Florida Radiology Imaging at Lake Mary LLC
501(c)(3) · Imaging & Testing · FL · controlled entity
Directly controlled by Florida Hospital Medical Group Inc
-
Fountain Inn Nursing & Rehab Center Inc
501(c)(3) · Operation of Home for the Aged/Hlthcare Delivery · FL · controlled entity
Directly controlled by Sunbelt Hlth Care Centers Inc
-
Helen Ellis Memorial Hospital Auxiliary Inc
501(c)(3) · Fund-raising for Tax-exempt hospital/foundation · FL
-
Helen Ellis Memorial Hospital Foundation Inc
501(c)(3) · Fund-raising for Tax-exempt hospital · FL
-
501(c)(3) · Operation of Hospice · FL · controlled entity
Directly controlled by The Comforter Health Care Group Inc
-
Lake County Health Care Properties Inc
501(c)(3) · Lease to Related Organization · GA · controlled entity
Directly controlled by Sunbelt Hlth Care Centers Inc
-
Memorial Health Systems Foundation Inc
501(c)(3) · Fund-raising for Tax-exempt hospital · FL
-
501(c)(3) · Operation of Hospital & Related Services · FL · controlled entity
Directly controlled by Adventist Hlth SystemSunbelt Inc
-
Memorial Hospital - West Volusia Inc
501(c)(3) · Operation of Hospital & Related Services · FL · controlled entity
Directly controlled by Memorial Hlth Systems Inc
-
501(c)(3) · Operation of Hospital & Related Services · FL · controlled entity
Directly controlled by Memorial Hlth Systems Inc
-
501(c)(3) · Operation of Hospital & Related Services · KY · controlled entity
Directly controlled by Adventist Hlth System Sunbelt Hlthcare Corp
-
Metroplex Adventist Hospital Inc
501(c)(3) · Operation of Hospital & Related Services · TX · controlled entity
Directly controlled by Adventist Hlth System Sunbelt Hlthcare Corp
-
Metroplex Clinic Physicians Inc
501(c)(3) · Physician Healthcare services to the community · TX · controlled entity
Directly controlled by Metroplex Adventist Hospital Inc
-
Mission Strategies of Georgia Inc
501(c)(3) · Provision of support to the nursing home division · GA · controlled entity
Directly controlled by Sunbelt Hlth Care Centers Inc
-
Osceola Health Care Properties Inc
501(c)(3) · Lease to Related Organization · GA · controlled entity
Directly controlled by Sunbelt Hlth Care Centers Inc
-
Overland Park Nursing & Rehab Center Inc
501(c)(3) · Operation of Home for the Aged/Hlthcare Delivery · KS · controlled entity
Directly controlled by Sunbelt Hlth Care Centers Inc
-
PAHS Service Corporation (49 - 123123)
501(c)(3) · Employee Leasing of Personnel to Related Hospitals · CO · controlled entity
Directly controlled by Portercare Adventist Health System
-
Pasco-Pinellas Hillsborough Community Hlth System Inc
501(c)(3) · Operation of Hospital & Related Services · FL · controlled entity
Directly controlled by Adventist Hlth System Sunbelt Hlthcare Corp
-
Portercare Adventist Health System
501(c)(3) · Operation of Hospitals & Related Services · CO · controlled entity
Directly controlled by Adventist Hlth System Sunbelt Hlthcare Corp
-
Princeton Homecare Services LLC
501(c)(3) · Home Health Care Services · FL · controlled entity
Directly controlled by Princeton Prof Services Inc
-
Princeton Professional Services Inc
501(c)(3) · Provision of Healthcare Services · FL · controlled entity
Directly controlled by Adventist Hlth System Sunbelt Hlthcare Corp
-
Quality Circle for Healthcare Inc
501(c)(3) · Healthcare Quality Services · FL · controlled entity
Directly controlled by Adventist Hlth System Sunbelt Hlthcare Corp
-
501(c)(3) · Operation of Hospital & Related Services · GA · controlled entity
Directly controlled by Adventist Hlth System Sunbelt Hlthcare Corp
-
501(c)(3) · Provide administrative support to tax exempt nursing homes · FL · controlled entity
Directly controlled by Sunbelt Hlth Care Centers Inc
-
Rocky Mountain Adventist Hlthcare Foundation
501(c)(3) · Fund-raising for Tax-exempt hospital · CO
Directly controlled by Portercare Adventist Health System
-
Rollins Brook Community Care Corp
501(c)(3) · Support Operation of Hospital · TX · controlled entity
Directly controlled by Adventist Hlth SystemSunbelt Inc
-
San Marcos Nursing & Rehab Center Inc
501(c)(3) · Inactive - In wind down · TX · controlled entity
Directly controlled by Sunbelt Hlth Care Centers Inc
-
Shawnee Mission Hlth Care Properties Inc
501(c)(3) · Inactive - In wind down · GA · controlled entity
Directly controlled by Sunbelt Hlth Care Centers Inc
-
Shawnee Mission Health Care Inc
501(c)(3) · Lease to Related Organization · KS · controlled entity
Directly controlled by Sunbelt Hlth Care Centers Inc
-
Shawnee Mission Medical Center Inc
501(c)(3) · Operation of Hospital & Related Services · KS · controlled entity
Directly controlled by Adventist Hlth Mid-America Inc
-
South Pasco Health Care Properties Inc
501(c)(3) · Lease to Related Organization · GA · controlled entity
Directly controlled by Sunbelt Hlth Care Centers Inc
-
Southeast Volusia Healthcare Corp
501(c)(3) · Operation of Hospital & Related Services · FL · controlled entity
Directly controlled by Adventist Hlth System Sunbelt Hlthcare Corp
-
Southwest Volusia Health Services Inc
501(c)(3) · Medical Office Building for Hospital · FL · controlled entity
Directly controlled by Southwest Volusia Hlthcare Corp
-
Southwest Volusia Healthcare Corp
501(c)(3) · Operation of Hospital & Related Services · FL · controlled entity
Directly controlled by Adventist Hlth SystemSunbelt Inc
-
Sunbelt Health & Rehab Center - Apopka Inc
501(c)(3) · Operation of Home for the Aged/Hlthcare Delivery · FL · controlled entity
Directly controlled by Sunbelt Hlth Care Centers Inc
-
Sunbelt Health Care Centers Inc
501(c)(3) · Management Services · TN · controlled entity
Directly controlled by Adventist Hlth System Sunbelt Hlthcare Corp
-
Tarpon Springs Hospital Foundation Inc
501(c)(3) · Operation of Hospital & Related Services · FL · controlled entity
Directly controlled by University Community Hospital Inc
-
Tarrant County Health Care Properties Inc
501(c)(3) · Lease to Related Organization · GA · controlled entity
Directly controlled by Sunbelt Hlth Care Centers Inc
-
The Comforter Health Care Group Inc
501(c)(3) · Support Services to Related Hospice · FL · controlled entity
Directly controlled by Adventist Hlth System Sunbelt Hlthcare Corp
-
Tri-County Nursing and Rehab Center Inc
501(c)(3) · Operation of Home for the Aged/Hlthcare Delivery · FL · controlled entity
Directly controlled by Sunbelt Hlth Care Centers Inc
-
University Community Hospital Foundation Inc
501(c)(3) · Fund-raising for Tax-exempt hospital · FL
-
University Community Hospital Inc
501(c)(3) · Operation of Hospitals & Related Services · FL · controlled entity
Directly controlled by Adventist Hlth System Sunbelt Hlthcare Corp
-
West Florida Health Home Care Inc
501(c)(3) · Home Health Services · GA · controlled entity
Directly controlled by AdventHealth West Florida Ambulatory Services Inc
-
Zephyr Haven Health & Rehab Center Inc
501(c)(3) · Operation of Home for the Aged/Hlthcare Delivery · FL · controlled entity
Directly controlled by Sunbelt Hlth Care Centers Inc
-
Zephyrhills Health & Rehab Center Inc
501(c)(3) · Operation of Home for the Aged/Hlthcare Delivery · FL · controlled entity
Directly controlled by Sunbelt Hlth Care Centers Inc
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Disregarded entities
Part I: entities that legally are the filer and file no return of their own.
-
HealthFit Family Medicine LLC
Medical Services - family practice (inactive) · CO · income $0 · assets $0
Directly controlled by Portercare Adventist Health System
-
HealthFit Medical Professionals LLC
Medical Services - family practice (inactive) · CO · income $0 · assets $0
Directly controlled by Portercare Adventist Health System
-
HealthFit Wellness Professionals LLC
Fitness Center (inactive) · CO · income $0 · assets $0
Directly controlled by Portercare Adventist Health System
Related partnerships
Part III: related organizations taxable as a partnership, with the filer's share.
-
AdventHealth Surgery Center Daytona Beach LLC
Surgery Center · FL
-
AdventHealth Surgery Center Innovation Tower LLC
Surgery Center · FL
-
Fletcher Hospital Surgical Ventures LLC
Indirect Interest in Surgery Center · NC
-
Florida Hospital DMERT LLC
Medical Equipment · FL · general or managing partner
-
Florida Hospital Home Infusion LLP
Home Infusion Services · FL · general or managing partner
-
Functional Neurosurgical Ambulatory Surgery Ctr LLC
Related · Surgery Center · CO · 51% owned
Directly controlled by Portercare Adventist Health System
-
M&O Orlando MOB I LLC
Operation of Medical Office Building · DE
-
OnPoint OBGYN LLC
Related · Healthcare Services · CO · 51% owned · share of income $100,189 · share of assets $694,223
Directly controlled by Portercare Adventist Health System
-
Orange City Surgical LLC
Surgery Center · FL
-
PAHS OnPoint Imaging LLC
Related · Imaging Center · CO · 51% owned · share of income $400,908 · share of assets $57,771
Directly controlled by Portercare Adventist Health System
-
PAHS OnPoint Urgent Care LLC
Related · Urgent Care Center · CO · 54% owned · share of income -$1,100,998 · share of assets $6,151,002
Directly controlled by Portercare Adventist Health System
-
Surgery Center of Rome LP
Surgery Center · GA
-
SCA - Alliance LLC
Indirect Interest in Surgery Center · DE
-
SCA-Central Florida LLC
Indirect Interest in Surgery Center · DE
-
The Bariatric Center of Kansas City LLC
Surgery Center · KS
-
Urgent Care Centers of Brevard County LLC
Urgent Care Centers · FL · general or managing partner
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
AdventHealth at Overland Park-College MOB Condominium Assoc
C · Condo Association · KS · controlled entity
-
AdventHealth City Center North Owners' Assoc Inc (65-123123)
C · Maintenance Association · KS · controlled entity
-
AdventHealth Primary Care Inc fka AH North Polk Inc
C · Inactive · FL · controlled entity
-
AdventHealth Value Based Bundle Management LLC
C · Medical Contracting and Billing · FL · controlled entity
-
Altamonte Medical Plaza Condominium Association Inc
C · Condo Association · FL · controlled entity
-
Apopka Medical Plaza Condominium Assoc Inc (11-123123)
C · Condo Association · FL · controlled entity
-
Battle Creek Adventist Hospital
C · Inactive · MI · controlled entity
-
Florida Hospital Flagler Medical Offices Association Inc
C · Condo Association · FL · controlled entity
-
Florida Hosp Hlth Village Property Owner's Assoc Inc
C · Condo Association · FL · controlled entity
-
Florida Hospital Healthcare System Inc
C · PHSO / CIN · FL · controlled entity
-
Florida Medical Plaza Condominium Association Inc
C · Condo Association · FL · controlled entity
-
Kissimmee Multispecialty Clinic Condominium Association Inc
C · Condo Association · FL · controlled entity
-
Midwest Management Services Inc
C · Inactive · KS · controlled entity
-
North American Health Services Inc & Sub
C · Holding Co. · TN · controlled entity
-
Ormond Prof Associates Condo Assoc Inc (430 year end)
C · Condo Association · FL · controlled entity
-
Park Ridge Property Owner's Association Inc
C · Condo Association · NC · controlled entity
-
Park Ridge Condominium #1 Unit Owners Association Inc
C · Condo Association · NC · controlled entity
-
Redmond Park Health Services Inc
C · Holding Company · GA · controlled entity
-
Surgicare of Rome Inc
C · Holding Company · GA · controlled entity
-
The Garden Retirement Community Inc
C · Real Estate Rental · FL · controlled entity
-
Winter Park Medical Office Building I Condo Assoc Inc
C · Condo Association · FL · controlled entity
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 15 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202433209349315278
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