Totals
- Total revenue
- $3,461,394
- Total expenses
- $168,048,091
- Contributions and grants received
- $29,391
- Grants paid
- $166,281,000
- Program service revenue
- not reported
- Investment income
- not reported
- Other revenue
- not reported
- Total assets, end of year
- not reported
- Total liabilities, end of year
- not reported
- Net assets or fund balances, end of year
- not reported
- Program services expenses (Part IX)
- $167,857,160
- Management and general expenses
- $190,931
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $167,857,160
Program services were 99.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
Heinrich Kerry
Dir/Chair/CEO
- Total calculated
- $3,359,823
- From this org
- $0
- From related orgs
- $3,302,428
- Other
- $57,395
- Hours/week
- 0 + 50.5 related
Schedule J breakdown matched by us
- Base
- $0 + $2,017,000 related
- Bonus
- $0 + $1,208,880 related
- Other
- $0 + $76,548 related
- Deferred
- $0 + $13,296 related
- Nontaxable benefits
- $0 + $44,099 related
- Filer's total
- $0 + $3,359,823 related
-
Hofheins Todd
Dir/Vice Chair/COO
- Total calculated
- $2,348,733
- From this org
- $0
- From related orgs
- $2,272,592
- Other
- $76,141
- Hours/week
- 0 + 50.5 related
Schedule J breakdown matched by us
- Base
- $0 + $1,389,462 related
- Bonus
- $0 + $735,265 related
- Other
- $0 + $147,865 related
- Deferred
- $0 + $13,296 related
- Nontaxable benefits
- $0 + $62,845 related
- Filer's total
- $0 + $2,348,733 related
-
Beaman John
CFO/Assistant Secretary
- Total calculated
- $1,753,908
- From this org
- $0
- From related orgs
- $1,680,553
- Other
- $73,355
- Hours/week
- 0 + 50.5 related
Schedule J breakdown matched by us
- Base
- $0 + $1,091,769 related
- Bonus
- $0 + $569,149 related
- Other
- $0 + $19,635 related
- Deferred
- $0 + $13,296 related
- Nontaxable benefits
- $0 + $60,059 related
- Filer's total
- $0 + $1,753,908 related
-
Stevens Eric - President
Northern CA/HI State Network
- Total calculated
- $1,585,845
- From this org
- $0
- From related orgs
- $1,526,293
- Other
- $59,552
- Hours/week
- 5 + 45.5 related
Schedule J breakdown matched by us
- Base
- $0 + $1,045,616 related
- Bonus
- $0 + $319,995 related
- Other
- $0 + $160,682 related
- Deferred
- $0 + $13,296 related
- Nontaxable benefits
- $0 + $46,256 related
- Filer's total
- $0 + $1,585,845 related
-
Jahn Andrew - Pres AHFR
Former Care Division Pres thru 02/22
- Total calculated
- $1,569,691
- From this org
- $0
- From related orgs
- $1,465,906
- Other
- $103,785
- Hours/week
- 0 + 50 related
Schedule J breakdown matched by us
- Base
- $0 + $1,044,420 related
- Bonus
- $0 + $406,990 related
- Other
- $0 + $14,496 related
- Deferred
- $0 + $53,160 related
- Nontaxable benefits
- $0 + $50,625 related
- Filer's total
- $0 + $1,569,691 related
-
Nahapetian Arby - Former Care
Division Medical Officer thru 02/22
- Total calculated
- $1,551,907
- From this org
- $0
- From related orgs
- $1,482,294
- Other
- $69,613
- Hours/week
- 0 + 50 related
Schedule J breakdown matched by us
- Base
- $0 + $967,385 related
- Bonus
- $0 + $329,621 related
- Other
- $0 + $185,288 related
- Deferred
- $0 + $13,296 related
- Nontaxable benefits
- $0 + $56,317 related
- Filer's total
- $0 + $1,551,907 related
-
Wing Bill - Former
Dir/Asst Secr/Vice Chair thru 01/22
- Total calculated
- $1,478,533
- From this org
- $0
- From related orgs
- $1,438,460
- Other
- $40,073
- Hours/week
- 0
Schedule J breakdown matched by us
- Base
- $0
- Bonus
- $0
- Other
- $0 + $1,438,460 related
- Deferred
- $0 + $13,296 related
- Nontaxable benefits
- $0 + $26,777 related
- Filer's total
- $0 + $1,478,533 related
-
Jobe Meredith
Secretary/Treasurer
- Total calculated
- $1,018,898
- From this org
- $0
- From related orgs
- $959,488
- Other
- $59,410
- Hours/week
- 0 + 50.5 related
Schedule J breakdown matched by us
- Base
- $0 + $660,525 related
- Bonus
- $0 + $168,715 related
- Other
- $0 + $130,248 related
- Deferred
- $0 + $13,296 related
- Nontaxable benefits
- $0 + $46,114 related
- Filer's total
- $0 + $1,018,898 related
-
Ashlock Ryan
Former Treasurer thru 04/19
- Total calculated
- $682,620
- From this org
- $0
- From related orgs
- $616,479
- Other
- $66,141
- Hours/week
- 0 + 50 related
Schedule J breakdown matched by us
- Base
- $0 + $460,550 related
- Bonus
- $0 + $129,090 related
- Other
- $0 + $26,839 related
- Deferred
- $0 + $13,296 related
- Nontaxable benefits
- $0 + $52,845 related
- Filer's total
- $0 + $682,620 related
-
Spenst Brett - Former Care
Division Finance Officer thru 02/22
- Total calculated
- $566,472
- From this org
- $0
- From related orgs
- $520,625
- Other
- $45,847
- Hours/week
- 0 + 50 related
Schedule J breakdown matched by us
- Base
- $0 + $259,692 related
- Bonus
- $0 + $250,809 related
- Other
- $0 + $10,124 related
- Deferred
- $0 + $13,296 related
- Nontaxable benefits
- $0 + $32,551 related
- Filer's total
- $0 + $566,472 related
-
Thordarson Heidar
Finance Officer
- Total calculated
- $510,387
- From this org
- $0
- From related orgs
- $464,717
- Other
- $45,670
- Hours/week
- 2 + 50 related
Schedule J breakdown matched by us
- Base
- $0 + $394,981 related
- Bonus
- $0 + $52,217 related
- Other
- $0 + $17,519 related
- Deferred
- $0 + $13,296 related
- Nontaxable benefits
- $0 + $32,374 related
- Filer's total
- $0 + $510,387 related
-
Gonzalez Eduardo
Former Finance Officer thru 06/22
- Total calculated
- $371,620
- From this org
- $0
- From related orgs
- $333,115
- Other
- $38,505
- Hours/week
- 0
Schedule J breakdown matched by us
- Base
- $0
- Bonus
- $0 + $76 related
- Other
- $0 + $333,039 related
- Deferred
- $0 + $13,296 related
- Nontaxable benefits
- $0 + $25,209 related
- Filer's total
- $0 + $371,620 related
-
Byrnes John - Former
Medical Officer, NCR thru 02/20
- Total calculated
- $298,614
- From this org
- $0
- From related orgs
- $263,659
- Other
- $34,955
- Hours/week
- 0
Schedule J breakdown matched by us
- Base
- $0
- Bonus
- $0
- Other
- $0 + $263,659 related
- Deferred
- $0 + $13,183 related
- Nontaxable benefits
- $0 + $21,772 related
- Filer's total
- $0 + $298,614 related
-
Fullerton Jacqueline
Nurse Operating Director thru 01/19
- Total calculated
- $254,740
- From this org
- $0
- From related orgs
- $201,027
- Other
- $53,713
- Hours/week
- 0 + 50 related
Schedule J breakdown matched by us
- Base
- $0 + $195,165 related
- Bonus
- $0 + $450 related
- Other
- $0 + $5,412 related
- Deferred
- $0 + $5,914 related
- Nontaxable benefits
- $0 + $47,799 related
- Filer's total
- $0 + $254,740 related
-
Freedman John
Director
- Total calculated
- $26,770
- From this org
- $0
- From related orgs
- $26,770
- Other
- $0
- Hours/week
- 0 + 4 related
-
Cherry Robert
Director
- Total calculated
- $26,611
- From this org
- $0
- From related orgs
- $26,611
- Other
- $0
- Hours/week
- 0 + 4 related
-
Davis Andrew
Director
- Total calculated
- $26,611
- From this org
- $0
- From related orgs
- $26,611
- Other
- $0
- Hours/week
- 0 + 4 related
-
Innocent Larry
Director
- Total calculated
- $26,611
- From this org
- $0
- From related orgs
- $26,611
- Other
- $0
- Hours/week
- 0 + 4 related
-
Reiner Richard
Director
- Total calculated
- $26,611
- From this org
- $0
- From related orgs
- $26,611
- Other
- $0
- Hours/week
- 0 + 4 related
-
Salazar Velino
Director
- Total calculated
- $26,611
- From this org
- $0
- From related orgs
- $26,611
- Other
- $0
- Hours/week
- 0 + 4 related
-
Newton Bradford
Director
- Total calculated
- $26,611
- From this org
- $0
- From related orgs
- $26,611
- Other
- $0
- Hours/week
- 0 + 4 related
-
Banks David
Director
- Total calculated
- $26,181
- From this org
- $0
- From related orgs
- $26,181
- Other
- $0
- Hours/week
- 0 + 4 related
-
Woodson Marc
Director
- Total calculated
- $21,611
- From this org
- $0
- From related orgs
- $21,611
- Other
- $0
- Hours/week
- 0 + 4 related
-
Wagner Jack
Director
- Total calculated
- $16,180
- From this org
- $0
- From related orgs
- $16,180
- Other
- $0
- Hours/week
- 0 + 4 related
-
Fehr Joy
Director
- Total calculated
- $430
- From this org
- $0
- From related orgs
- $430
- Other
- $0
- Hours/week
- 0 + 4 related
-
Ocampo Lucy
Director thru 08/23
- Total calculated
- $0
- Hours/week
- 0 + 4 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
- 3 · Compensation committee
- 3 · Independent compensation consultant
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
- 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, Lines 4a-b
- Severance payments are made based upon agreements between certain qualifying employees and Adventist Health System/West. Details of the terms and conditions of the severance agreements are available to the IRS upon request. Byrnes, John - severance payment - $262,731 Gonzalez, Eduardo - severance payment - $337,144 Wing, Bill - severance payment - $1,440,800 Select executives agreed to participate in CAP-EX in place of a traditional insurance SERP. See Schedule L, Part V of Adventist Health System/West, for a broader description. Split-Dollar life insurance participants are John Beaman, Kerry Heinrich, Todd Hofheins, Andrew Jahn, Brett Spenst, Jack Wagner, and Bill Wing. A flexible benefits plan (CAA) is offered to groups of highly-compensated employees meeting certain criteria. The participants are provided with an amount equivalent to 41 percent of their base compensation, less the value of their corporate provided benefits. The balance is set aside for nonvested deferred compensation that is subject to substantial risk of forfeiture and is at risk to the creditors of Adventist Health. Payouts occur according to the participants' payment elections after all substantial risks of forfeiture have lapsed. The plan was frozen for new non-vested contributions in 2016. Jahn, Andrew - participant, no activity in 2023
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
-
$166,281,000
Transfer of net assets due to wind down
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.
-
Adventist Health Clearlake Hospital Inc
501(c)(3) · Hospital · CA
Directly controlled by Adventist Health SystemWest
-
501(c)(3) · Hospital · CA
Directly controlled by Adventist Health SystemWest
-
501(c)(3) · Charitable foundation · CA
Directly controlled by Adventist Health SystemWest
-
Adventist Health Medical Center Tehachapi
501(c)(3) · Hospital · CA
Directly controlled by Adventist Health SystemWest
-
Adventist Health Mendocino Coast
501(c)(3) · Hospital · CA
Directly controlled by Stone Point Health
-
Adventist Health Physicians Network
501(c)(3) · Medical foundation · CA
Directly controlled by Adventist Health SystemWest
-
501(c)(3) · Integrated health system · CA
-
501(c)(3) · Hospital · CA
Directly controlled by Adventist Health SystemWest
-
501(c)(3) · Hospital · HI
Directly controlled by Adventist Health SystemWest
-
Glendale Adventist Medical Center
501(c)(3) · Hospital · CA
Directly controlled by Adventist Health SystemWest
-
501(c)(3) · Hospital · CA
Directly controlled by Adventist Health SystemWest
-
Lodi Memorial Hospital Association Inc
501(c)(3) · Hospital · CA
Directly controlled by Adventist Health SystemWest
-
501(c)(3) · Hospital · OR
Directly controlled by Stone Point Health
-
Northwest Medical Foundation of Tillamook
501(c)(3) · Hospital · OR
Directly controlled by Adventist Health SystemWest
-
501(c)(3) · Discontinued Operations · CA
Directly controlled by Adventist Health SystemWest
-
Portland Adventist Medical Center
501(c)(3) · Hospital · OR
Directly controlled by Adventist Health SystemWest
-
501(c)(3) · Hospital · CA
Directly controlled by Adventist Health SystemWest
-
501(c)(3) · Acute care hospital · CA
Directly controlled by Stone Point Health
-
501(c)(3) · Hospital · CA
Directly controlled by Adventist Health SystemWest
-
San Joaquin Community Hospital
501(c)(3) · Hospital · CA
Directly controlled by Adventist Health SystemWest
-
Simi Valley Hospital and Health Care Services
501(c)(3) · Hospital · CA
Directly controlled by Adventist Health SystemWest
-
501(c)(3) · Hospital · CA
Directly controlled by Adventist Health SystemWest
-
501(c)(3) · Supporting organization · CA
Directly controlled by Adventist Health SystemWest
-
501(c)(3) · Hospital · CA
Directly controlled by Adventist Health SystemWest
-
501(c)(3) · Skilled nursing/assisted living/home health · CA
Directly controlled by Stone Point Health
-
501(c)(3) · Hospital - closed July 2017 · WA
Directly controlled by Adventist Health SystemWest
-
501(c)(3) · Home care · CA
Directly controlled by Adventist Health SystemWest
-
501(c)(3) · Hospital · CA
Directly controlled by Adventist Health SystemWest
-
501(c)(3) · Hospital · CA
Directly controlled by Adventist Health SystemWest
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.
Related partnerships
Part III: related organizations taxable as a partnership, with the filer's share.
-
Real property rental · FL
-
Education · MN
-
PAR LLC DBA CherryWood Village
Senior housing · OR
-
Senior housing · OR
-
PVHR2 LLC DBA Parkview Memory Care at Paradise Village
Senior housing · OR
-
WWGHR LLC DBA Wheatland Village
Senior housing · OR
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
AdHealth Limited
C · Pure captive insurance · BD
-
C · Health insurance · CA
-
C · Wind down after sale of hospital · CA
-
C · Production company · MN
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 1 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202423109349302707
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