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Nonprofiteer
← SOUTHWEST VOLUSIA HEALTHCARE CORPORATION

Form 990 for tax year 2024

Filed by SOUTHWEST VOLUSIA HEALTHCARE CORPORATION.

Totals

Total revenue
$331,688,269
Total expenses
$270,042,834
Contributions and grants received
$4,731,930
Grants paid
$234,187
Program services expenses (Part IX)
$251,166,467
Management and general expenses
$18,876,367
Fundraising expenses
$0
Program service expenses (Part III)
$251,166,467

Program services were 93.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • OTTATI DAVID

    FORMER OFFICER

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

    Schedule J breakdown matched by us

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

  • GREGORY PHD AUDREY

    DIR/CHAIR/CEO CFN REGION

    Total calculated
    $1,955,595
    From this org
    $0
    From related orgs
    $1,701,959
    Other
    $253,636
    Hours/week
    5.5 + 44.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $953,677 related
    Bonus
    $0 + $630,015 related
    Other
    $0 + $118,267 related
    Deferred
    $0 + $215,714 related
    Nontaxable benefits
    $0 + $37,922 related
    Filer's total
    $0 + $1,955,595 related

  • CELANO PATRICIA

    FORMER KEY EMPLOYEE

    Total calculated
    $1,917,020
    From this org
    $0
    From related orgs
    $1,760,793
    Other
    $156,227
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $659,665 related
    Bonus
    $0 + $657,381 related
    Other
    $0 + $443,747 related
    Deferred
    $0 + $153,777 related
    Nontaxable benefits
    $0 + $2,450 related
    Filer's total
    $0 + $1,917,020 related

  • DEININGER ROBERT

    FORMER OFFICER

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

    Schedule J breakdown matched by us

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

  • BROWN LORENZO

    DIRECTOR/CEO-HOSPITAL/W.VOLUSIA MKT

    Total calculated
    $915,743
    From this org
    $0
    From related orgs
    $824,372
    Other
    $91,371
    Hours/week
    37.5 + 12.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $444,112 related
    Bonus
    $0 + $241,900 related
    Other
    $0 + $138,360 related
    Deferred
    $0 + $55,750 related
    Nontaxable benefits
    $0 + $35,621 related
    Filer's total
    $0 + $915,743 related

  • GLASS KYLE

    CFO-HOSP/W.VOLUSIA MKT (END 01/2024)

    Total calculated
    $872,261
    From this org
    $0
    From related orgs
    $740,695
    Other
    $131,566
    Hours/week
    37.5 + 12.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $456,699 related
    Bonus
    $0 + $84,897 related
    Other
    $0 + $199,099 related
    Deferred
    $0 + $91,936 related
    Nontaxable benefits
    $0 + $39,630 related
    Filer's total
    $0 + $872,261 related

  • KNYCH MD STEPHEN

    CMO - REG & HOSPITAL FACIL

    Total calculated
    $727,566
    From this org
    $0
    From related orgs
    $643,856
    Other
    $83,710
    Hours/week
    40 + 10 related

    Schedule J breakdown matched by us

    Base
    $0 + $411,587 related
    Bonus
    $0 + $108,215 related
    Other
    $0 + $124,054 related
    Deferred
    $0 + $59,177 related
    Nontaxable benefits
    $0 + $24,533 related
    Filer's total
    $0 + $727,566 related

  • LUNDE ERIC

    DIRECTOR

    Total calculated
    $666,333
    From this org
    $0
    From related orgs
    $550,333
    Other
    $116,000
    Hours/week
    0.3 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $359,642 related
    Bonus
    $0 + $136,187 related
    Other
    $0 + $54,504 related
    Deferred
    $0 + $79,221 related
    Nontaxable benefits
    $0 + $36,779 related
    Filer's total
    $0 + $666,333 related

  • BAKER CRAIG

    DIRECTOR

    Total calculated
    $602,132
    From this org
    $0
    From related orgs
    $499,213
    Other
    $102,919
    Hours/week
    0.3 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $356,140 related
    Bonus
    $0 + $115,761 related
    Other
    $0 + $27,312 related
    Deferred
    $0 + $71,075 related
    Nontaxable benefits
    $0 + $31,844 related
    Filer's total
    $0 + $602,132 related

  • CALLA MD SHRISH

    DIRECTOR

    Total calculated
    $581,772
    From this org
    $0
    From related orgs
    $527,507
    Other
    $54,265
    Hours/week
    0.3 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $300,846 related
    Bonus
    $0 + $210,679 related
    Other
    $0 + $15,982 related
    Deferred
    $0 + $17,727 related
    Nontaxable benefits
    $0 + $36,538 related
    Filer's total
    $0 + $581,772 related

  • CHILSON APRIL

    COO - HOSPITAL FACILITY

    Total calculated
    $407,646
    From this org
    $0
    From related orgs
    $359,133
    Other
    $48,513
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $266,522 related
    Bonus
    $0 + $67,375 related
    Other
    $0 + $25,236 related
    Deferred
    $0 + $17,431 related
    Nontaxable benefits
    $0 + $31,082 related
    Filer's total
    $0 + $407,646 related

  • AMBS JENNIFER

    CFO-HOSP/W.VOLUSIA MKT (BEG 02/2024)

    Total calculated
    $406,920
    From this org
    $0
    From related orgs
    $361,632
    Other
    $45,288
    Hours/week
    37.5 + 12.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $299,227 related
    Bonus
    $0 + $49,539 related
    Other
    $0 + $12,866 related
    Deferred
    $0 + $18,516 related
    Nontaxable benefits
    $0 + $26,772 related
    Filer's total
    $0 + $406,920 related

  • JOHNSON MICHELE

    CNO - HOSPITAL FACILITY

    Total calculated
    $360,657
    From this org
    $0
    From related orgs
    $312,020
    Other
    $48,637
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $225,770 related
    Bonus
    $0 + $59,039 related
    Other
    $0 + $27,211 related
    Deferred
    $0 + $16,538 related
    Nontaxable benefits
    $0 + $32,099 related
    Filer's total
    $0 + $360,657 related

  • PHO QUAN

    PHARMACY DIRECTOR

    Total calculated
    $250,940
    From this org
    $223,427
    From related orgs
    $0
    Other
    $27,513
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $206,424
    Bonus
    $12,615
    Other
    $4,388
    Deferred
    $5,803
    Nontaxable benefits
    $21,710
    Filer's total
    $250,940

  • TAYLOR HEATHER

    ASSISTANT NURSE MGR

    Total calculated
    $220,808
    From this org
    $187,222
    From related orgs
    $0
    Other
    $33,586
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $160,936
    Bonus
    $2,923
    Other
    $23,363
    Deferred
    $8,944
    Nontaxable benefits
    $24,642
    Filer's total
    $220,808

  • FOGG MICHAEL

    EXEC. DIRECTOR - OPERATIONS

    Total calculated
    $211,400
    From this org
    $180,840
    From related orgs
    $0
    Other
    $30,560
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $161,197
    Bonus
    $8,642
    Other
    $11,001
    Deferred
    $9,162
    Nontaxable benefits
    $21,398
    Filer's total
    $211,400

  • CIFELLI MARK

    PHARMACIST

    Total calculated
    $206,110
    From this org
    $189,397
    From related orgs
    $0
    Other
    $16,713
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $188,476
    Bonus
    $830
    Other
    $91
    Deferred
    $7,778
    Nontaxable benefits
    $8,935
    Filer's total
    $206,110

  • SUH BARBARA

    PHARMACIST

    Total calculated
    $201,167
    From this org
    $182,467
    From related orgs
    $0
    Other
    $18,700
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $178,032
    Bonus
    $1,824
    Other
    $2,611
    Deferred
    $6,798
    Nontaxable benefits
    $11,902
    Filer's total
    $201,167

  • GUPTA MD VISHAL

    DIRECTOR (END 12/2024)

    Total calculated
    $2,285
    From this org
    $2,285
    From related orgs
    $0
    Other
    $0
    Hours/week
    0.4 + 0.3 related

  • BOWMAN MD KURT

    DIRECTOR

    Total calculated
    $1,610
    From this org
    $1,610
    From related orgs
    $0
    Other
    $0
    Hours/week
    0.3 + 0.3 related

  • BAHL MD RAJIV

    DIRECTOR

    Total calculated
    $310
    From this org
    $310
    From related orgs
    $0
    Other
    $0
    Hours/week
    0.3 + 0.3 related

  • DEL CARMEN RODRIGUEZ MARIA

    DIRECTOR (BEG 02/2024)

    Total calculated
    $310
    From this org
    $310
    From related orgs
    $0
    Other
    $0
    Hours/week
    0.3 + 0.3 related

  • LONG DALE

    DIRECTOR

    Total calculated
    $310
    From this org
    $310
    From related orgs
    $0
    Other
    $0
    Hours/week
    0.3 + 0.3 related

  • NORTHEY PATRICIA

    DIRECTOR

    Total calculated
    $310
    From this org
    $310
    From related orgs
    $0
    Other
    $0
    Hours/week
    0.3 + 0.3 related

  • PATTERSON PAT

    DIRECTOR

    Total calculated
    $310
    From this org
    $310
    From related orgs
    $0
    Other
    $0
    Hours/week
    0.3 + 0.3 related

  • RITCHEY JEFF

    DIRECTOR

    Total calculated
    $310
    From this org
    $310
    From related orgs
    $0
    Other
    $0
    Hours/week
    0.3 + 0.3 related

  • VARGAS YOALY

    DIRECTOR

    Total calculated
    $310
    From this org
    $310
    From related orgs
    $0
    Other
    $0
    Hours/week
    0.3 + 0.3 related

  • WANAMAKER JOHN

    DIRECTOR

    Total calculated
    $310
    From this org
    $310
    From related orgs
    $0
    Other
    $0
    Hours/week
    0.3 + 0.3 related

  • FOLEY DOUG

    DIRECTOR (END 02/2024)

    Total calculated
    $0
    Hours/week
    0.3 + 0.3 related

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

Schedule J

Answered yes

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

Answered no

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

The filer's explanations (Part III)

PART I, LINE 1A
THE FILING ORGANIZATION IS A PART OF THE SYSTEM OF HEALTHCARE ORGANIZATIONS KNOWN AS ADVENTHEALTH. MEMBERS OF THE FILING ORGANIZATION'S EXECUTIVE MANAGEMENT TEAM THAT HOLD THE POSITION OF VICE-PRESIDENT OR ABOVE ARE COMPENSATED BY AND ON THE PAYROLL OF ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORPORATION (AHSSHC), THE PARENT ORGANIZATION OF THE HEALTHCARE SYSTEM KNOWN AS ADVENTHEALTH. AHSSHC IS EXEMPT FROM FEDERAL INCOME TAX UNDER IRC SECTION 501(C)(3). THE FILING ORGANIZATION REIMBURSES AHSSHC FOR THE SALARY AND BENEFIT COST OF THOSE EXECUTIVES LISTED IN PART VII THAT ARE ON THE PAYROLL OF AHSSHC. AT THE DIRECTION OF AHSSHC, AND IN ACCORDANCE WITH THE RESERVED POWERS IN THE FILING ORGANIZATION'S GOVERNING DOCUMENTS, THE EXECUTIVE TEAM LISTED ON PART VII PROVIDES SERVICES TO THE FILING ORGANIZATION. FIRST-CLASS OR CHARTER TRAVEL: PURSUANT TO THE ADVENTHEALTH SYSTEM-WIDE GENERAL POLICY REGARDING BUSINESS TRAVEL, NO REIMBURSEMENT WILL BE PROVIDED FOR ANY ADDITIONAL COST INCURRED WITH RESPECT TO FIRST-CLASS OR CHARTER AIR TRAVEL BEYOND THE COST OF A REGULAR COACH AIRFARE. AS A MEANS OF PROVIDING ADDITIONAL BUSINESS TRAVEL REIMBURSEMENT FOR THOSE MEMBERS OF THE AHSSHC SENIOR EXECUTIVE MANAGEMENT TEAM THAT TRAVEL FREQUENTLY ON BEHALF OF ADVENTHEALTH, A SPECIAL ANNUAL TRAVEL ALLOWANCE IS PROVIDED FOR THOSE EXECUTIVES. AS ADVENTHEALTH OPERATES 51 HOSPITALS IN 9 STATES, THE SENIOR LEADERSHIP OF AHSSHC TRAVEL EXTENSIVELY AND OFTEN VISIT MULTIPLE HOSPITAL LOCATIONS IN DIFFERENT STATES AS A PART OF A SINGLE BUSINESS TRIP. THE SPECIAL TRAVEL ALLOWANCE CAN PROVIDE REIMBURSEMENTS TO THE EXECUTIVE FOR SUCH ITEMS AS THE PURCHASE OF AIR TRAVEL UPGRADE COUPONS OR TO COVER THE COST DIFFERENTIAL BETWEEN COACH AND FIRST-CLASS TRAVEL. THE SPECIAL TRAVEL ALLOWANCE BENEFIT WAS ORIGINALLY AUTHORIZED BY AND CODIFIED INTO A POLICY BY THE AHSSHC BOARD COMPENSATION COMMITTEE (THE COMMITTEE), AN INDEPENDENT BODY OF THE AHSSHC BOARD OF DIRECTORS, WHO ALSO APPROVES THE ANNUAL CAP ON THE AMOUNT OF THE ALLOWANCE. THE SPECIAL TRAVEL ALLOWANCE HAS AN ANNUAL CAP OF $33,500 FOR SENIOR AND SYSTEM EXECUTIVE VICE PRESIDENTS (GENERALLY 18 ADVENTHEALTH EXECUTIVE VICE PRESIDENTS) AND THE MULTI-STATE CFO, $20,000 FOR SYSTEM SENIOR VICE PRESIDENTS, REGIONAL CEO'S AND DIVISION CHIEF OFFICERS (GENERALLY 50-60 INDIVIDUAL EXECUTIVES) AND $7,500 FOR OTHER EXECUTIVES WHOSE ROLE REQUIRES EXTENSIVE TRAVEL (CURRENTLY 4), AS APPROVED BY THE ADVENTHEALTH CEO. THE ADVENTHEALTH SYSTEM CEO DOES NOT HAVE AN ANNUAL CAP. 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. 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. HEALTH OR SOCIAL CLUB DUES OR INITIATION FEES: AHSSHC HAS A CORPORATE EXECUTIVE POLICY THAT ADDRESSES BUSINESS DEVELOPMENT EXPENDITURES. UNDER THIS POLICY, TO ENCOURAGE EXECUTIVES TO ESTABLISH AND CULTIVATE STRONG WORKING RELATIONSHIPS WITH THE MEDICAL COMMUNITY AND OTHER LEADERS IN THE COMMUNITY AND INDUSTRY, CERTAIN ADVENTHEALTH EXECUTIVES MAY BE REIMBURSED FOR MEMBER DUES AND USAGE CHARGES FOR A COUNTRY CLUB OR OTHER SOCIAL CLUB UPON AUTHORIZATION. CLUB MEMBERSHIPS MUST BE APPROVED BY THE ADVENTHEALTH PRESIDENT/CEO INITIALLY AS WELL AS ON AN ANNUAL BASIS. EACH ADVENTHEALTH EXECUTIVE WHO IS APPROVED FOR A CLUB MEMBERSHIP MUST SUBMIT AN ANNUAL REPORT DESCRIBING HOW THEY USED THE MEMBERSHIP TO BENEFIT THEIR ORGANIZATION DURING THE PRECEDING YEAR SO THAT THE ADVENTHEALTH PRESIDENT/CEO CAN DETERMINE IF CONTINUANCE OF THE CLUB MEMBERSHIP FURTHERS THE BUSINESS INTERESTS OF ADVENTHEALTH. IN THE CURRENT YEAR, FOR THIS FILING ORGANIZATION, ONE EXECUTIVE LISTED IN PART VII RECEIVED REIMBURSEMENT FOR CLUB FEES. WHILE THE CLUB DUES MEMBERSHIP IS AN AHSSHC COMPENSATION POLICY AND PRACTICE, THE COST OF PROVIDING THIS BENEFIT IS ALLOCATED TO AND REIMBURSED IN WHOLE OR IN PART BY THE FILING ORGANIZATION. ACCORDINGLY, THE FILING ORGANIZATION HAS CHECKED THE BOX IN SCHEDULE J, PART I, LINE 1A FOR HEALTH OR SOCIAL CLUB DUES SINCE IT HAS WHOLLY OR PARTIALLY PAID FOR THE COST OF PROVIDING THIS BENEFIT.
PART I, LINE 3
THE INDIVIDUAL WHO SERVES AS THE CEO OF THE FILING ORGANIZATION IS APPOINTED AND COMPENSATED BY ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORPORATION (AHSSHC). COMPENSATION AND BENEFITS PROVIDED TO THIS INDIVIDUAL ARE DETERMINED PURSUANT TO POLICIES, PROCEDURES, AND PROCESSES OF AHSSHC THAT ARE DESIGNED TO ENSURE COMPLIANCE WITH THE INTERMEDIATE SANCTIONS LAWS AS SET FORTH IN IRC SECTION 4958. AHSSHC HAS TAKEN STEPS TO ENSURE THAT PROCESSES ARE IN PLACE TO SATISFY THE REBUTTABLE PRESUMPTION OF REASONABLENESS STANDARD AS SET FORTH IN TREASURY REGULATION SECTION 53.4958-6 WITH RESPECT TO ITS ACTIVE EXECUTIVE-LEVEL POSITIONS. THE AHSSHC BOARD COMPENSATION COMMITTEE (THE COMMITTEE) SERVES AS THE GOVERNING BODY FOR ALL EXECUTIVE COMPENSATION MATTERS. THE COMMITTEE IS COMPOSED OF CERTAIN MEMBERS OF THE BOARD OF DIRECTORS (THE BOARD) OF AHSSHC. VOTING MEMBERS OF THE COMMITTEE INCLUDE ONLY INDIVIDUALS WHO SERVE ON THE BOARD AS INDEPENDENT REPRESENTATIVES, WHO HOLD NO EMPLOYMENT POSITIONS WITH AHSSHC AND WHO DO NOT HAVE RELATIONSHIPS WITH ANY OF THE INDIVIDUALS WHOSE COMPENSATION IS UNDER THEIR REVIEW THAT IMPACTS THEIR BEST INDEPENDENT JUDGMENT AS FIDUCIARIES OF AHSSHC. THE COMMITTEE'S ROLE IS TO REVIEW AND APPROVE ALL COMPONENTS OF THE EXECUTIVE COMPENSATION PLAN OF AHSSHC. AS AN INDEPENDENT GOVERNING BODY WITH RESPECT TO EXECUTIVE COMPENSATION, IT SHOULD BE NOTED THAT THE COMMITTEE WILL OFTEN CONFER IN EXECUTIVE SESSIONS ON MATTERS OF COMPENSATION POLICY AND POLICY CHANGES. IN SUCH EXECUTIVE SESSIONS, NO MEMBERS OF MANAGEMENT OF AHSSHC ARE PRESENT, OTHER THAN THE CHIEF PEOPLE OFFICER, WHO REMAINS AT THE REQUEST OF THE CHAIRMAN/COMMITTEE TO PROVIDE ASSISTANCE/INFORMATION AS NEEDED. THE COMMITTEE IS ADVISED BY AN INDEPENDENT THIRD-PARTY COMPENSATION ADVISOR. THIS ADVISOR PREPARES ALL THE BENCHMARK STUDIES FOR THE COMMITTEE. COMPENSATION LEVELS ARE BENCHMARKED WITH A NATIONAL PEER GROUP OF OTHER NOT-FOR-PROFIT HEALTHCARE SYSTEMS AND HOSPITALS OF SIMILAR SIZE AND COMPLEXITY TO ADVENTHEALTH AND EACH OF ITS AFFILIATED ENTITIES. THE FOLLOWING PRINCIPLES GUIDE THE ESTABLISHMENT OF INDIVIDUAL EXECUTIVE COMPENSATION: - THE SALARY OF THE PRESIDENT/CEO OF ADVENTHEALTH WILL NOT EXCEED THE 50TH PERCENTILE OF COMPARABLE SALARIES PAID BY SIMILARLY SITUATED ORGANIZATIONS; AND - OTHER EXECUTIVE SALARIES SHALL BE ESTABLISHED USING MARKET MEDIANS. THE COMPENSATION PHILOSOPHY, POLICIES, AND PRACTICES OF AHSSHC ARE CONSISTENT WITH THE ORGANIZATION'S FAITH-BASED MISSION AND CONFORM TO APPLICABLE LAWS, REGULATIONS, AND BUSINESS PRACTICES. AS A FAITH-BASED ORGANIZATION SPONSORED BY THE SEVENTH-DAY ADVENTIST CHURCH (THE CHURCH), AHSSHC'S PHILOSOPHY AND PRINCIPLES WITH RESPECT TO ITS EXECUTIVE COMPENSATION PRACTICES REFLECT THE CONSERVATIVE APPROACH OF THE CHURCH'S MISSION OF SERVICE AND WERE DEVELOPED IN COUNSEL WITH THE CHURCH'S LEADERSHIP.
PART I, LINE 4B
AS DISCUSSED IN LINE 1A ABOVE, EXECUTIVES ON THE FILING ORGANIZATION'S MANAGEMENT TEAM THAT HOLD THE POSITION OF VICE-PRESIDENT OR ABOVE ARE COMPENSATED BY AND ON THE PAYROLL OF ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORPORATION (AHSSHC), THE PARENT ORGANIZATION OF THE HEALTHCARE SYSTEM KNOWN AS ADVENTHEALTH. IN RECOGNITION OF THE CONTRIBUTION THAT EACH EXECUTIVE MAKES TO THE SUCCESS OF ADVENTHEALTH, ADVENTHEALTH PROVIDES SUPPLEMENTAL EXECUTIVE RETIREMENT BENEFIT PLANS TO ELIGIBLE EXECUTIVES. AS THE SUPPLEMENTAL EXECUTIVE RETIREMENT BENEFIT PLANS WERE UPDATED IN 2020 AND CERTAIN INDIVIDUALS STILL PARTICIPATE AS GRAND-FATHERED PARTICIPANTS IN CERTAIN PLANS, THE NARRATIVE BELOW DISCUSSES ALL PLANS IN WHICH THERE WERE ANY PARTICIPANTS IN 2024. THE SERP III PLAN EFFECTIVELY REPLACES THE PRIOR SERP II PLAN, THE EXECUTIVE FLEX BENEFIT PROGRAM PLAN, AND THE SENIOR EXECUTIVE DEATH BENEFIT PLAN FOR QUALIFIED EXECUTIVES EXCEPT FOR CERTAIN GRANDFATHERED EXECUTIVE EMPLOYEES. SERP III PLAN: THE SERP III PLAN PROVIDES ELIGIBLE EXECUTIVES A PERCENTAGE OF THEIR BASE PAY, WHICH IS CREDITED TO A DEFERRED COMPENSATION ACCOUNT. THE PLAN ALSO PROVIDES FOR COMPENSATION DEFERRAL AND SELECTION OF LIFE INSURANCE COVERAGE AND LONG-TERM CARE INSURANCE. TO BE ELIGIBLE TO PARTICIPATE IN THE SERP III PLAN, EXECUTIVES MUST BE ON THE AHSSHC CORPORATE PAYROLL AND BE EITHER A CEO OF AN ADVENTHEALTH ENTITY, AN AHSSHC VICE PRESIDENT (VP) OR VP OF AN ADVENTHEALTH ENTITY WITH A BASE SALARY OF AT LEAST $345,000 IN 2024 (ADJUSTED ANNUALLY BY THE SAME PERCENTAGE AS IRC SECTION 401(A)(17) LIMIT INCREASES), OR OTHER LEADER SPECIFICALLY APPROVED BY THE ADVENTHEALTH PRESIDENT. ELIGIBLE EXECUTIVES DO NOT INCLUDE GRANDFATHERED EXECUTIVES, MEANING THOSE EXECUTIVES WHO WOULD SATISFY ALL THE ELIGIBILITY REQUIREMENTS OF THE SERP II PLAN PRIOR TO DEC 31, 2027, HAD THE PLAN NOT BEEN AMENDED AND RESTATED AS OF JAN. 1, 2020. CONTRIBUTION CREDITS WILL BE ESTABLISHED AND MAINTAINED BY CLASS YEAR ACCOUNTS FOR EACH PARTICIPANT USING TIERED CONTRIBUTION CREDIT PERCENTAGES OF ANNUAL BASE COMPENSATION. CONTRIBUTION CREDIT PERCENTAGES RANGE BETWEEN 15% AND 19% OF BASE COMPENSATION. CONTRIBUTION CREDITS WILL BE MADE EACH QUARTER IN 25% INCREMENTS WITH REDUCTIONS IN CONTRIBUTIONS IF THE EXECUTIVE IS ALSO A GRANDFATHERED FLEX PARTICIPANT (SEE BELOW). SERP III PROVIDES FOR A CLASS YEAR VESTING AND PAYMENT SCHEDULE (7 YEARS FOR EACH CLASS YEAR) WITH RESPECT TO AMOUNTS ACCUMULATED IN THE EXECUTIVE'S DEFERRED COMPENSATION ACCOUNT. UPON ATTAINMENT OF A NORMAL RETIREMENT AGE (AGE 62), OR UPON CERTAIN OTHER CIRCUMSTANCES AS DEFINED IN THE SERP III PLAN DOCUMENT, ALL DEFERRED AMOUNTS ARE PAID IMMEDIATELY TO THE PARTICIPANT. FOR ANY EXECUTIVES WORKING BEYOND THE NORMAL RETIREMENT AGE, FUTURE EMPLOYER CONTRIBUTIONS WILL BE MADE QUARTERLY FROM SERP III DIRECTLY TO THE PARTICIPANT AS A TAXABLE CASH BONUS. SERP II PLAN: THE SERP II PLAN IS A DEFINED BENEFIT, NON-TAX-QUALIFIED DEFERRED COMPENSATION PLAN FOR CERTAIN EXECUTIVES WHO HAVE PROVIDED LENGTHY SERVICE TO ADVENTHEALTH AND/OR TO OTHER SEVENTH-DAY ADVENTIST CHURCH HOSPITALS OR HEALTH CARE INSTITUTIONS. UNDER THE PROVISIONS OF THE SERP II PLAN, BENEFITS ARE PROVIDED TO QUALIFYING EXECUTIVE PARTICIPANTS ON A PRO-RATA SCHEDULE BEGINNING WITH 20 YEARS OF SERVICE AS AN EMPLOYEE OF ADVENTHEALTH AND/OR ANOTHER HOSPITAL OR HEALTH CARE INSTITUTION CONTROLLED BY THE SEVENTH-DAY ADVENTIST CHURCH AND WHO SATISFY CERTAIN OTHER QUALIFYING CRITERIA. ELIGIBLE EMPLOYEES ARE RESTRICTED TO THOSE EXECUTIVES WHO, AS OF JANUARY 1, 2020, SATISFIED, OR IF EMPLOYMENT CONTINUES, WILL SATISFY THE ELIGIBILITY REQUIREMENTS OF SERP II PRIOR TO DECEMBER 31, 2027. THIS SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP II) WAS DESIGNED TO PROVIDE ELIGIBLE EXECUTIVES WITH THE ECONOMIC EQUIVALENT OF AN ANNUAL INCOME BEGINNING AT NORMAL RETIREMENT AGE EQUAL TO 60% OF THE AVERAGE OF THE PARTICIPANT'S THREE, FIVE OR SEVEN HIGHEST YEARS OF BASE SALARY FROM ADVENTHEALTH ACTIVE EMPLOYMENT INCLUSIVE OF INCOME FROM ALL OTHER SEVENTH-DAY ADVENTIST CHURCH HEALTHCARE EMPLOYER-FINANCED RETIREMENT INCOME SOURCES AND INVESTMENT INCOME EARNED ON THOSE CONTRIBUTIONS THROUGH SOCIAL SECURITY NORMAL RETIREMENT AGE AS DEFINED IN THE PLAN. THE NUMBER OF YEARS INCLUDED IN HIGHEST AVERAGE COMPENSATION IS DETERMINED BY THE INDIVIDUAL'S YEAR OF ENTRY TO SERP II AND BY THE INDIVIDUAL'S YEAR OF ENTRY TO THE ADVENTHEALTH EXECUTIVE FLEX BENEFIT PROGRAM. FLEX PLAN: THE FLEX PLAN WAS ORIGINALLY DESIGNED TO PROVIDE ELIGIBLE EXECUTIVES AN OPPORTUNITY TO SELECT FROM AMONG A VARIETY OF SUPPLEMENTAL BENEFITS, INCLUDING A SPLIT DOLLAR LIFE INSURANCE POLICY AND LONG-TERM CARE INSURANCE, TO INDIVIDUALLY TAILOR A BENEFITS PROGRAM APPROPRIATE TO EACH EXECUTIVE'S NEEDS. IN 2020, THE FLEX PLAN WAS AMENDED TO EXCLUDE EMPLOYED EXECUTIVES WHO ARE HIRED OR PROMOTED AFTER A CERTAIN DATE FROM BEING ELIGIBLE TO PARTICIPATE IN THE FLEX PLAN EXCEPT FOR CERTAIN INSURANCE COVERAGE FEATURES OF THE PLAN. THE FLEX PLAN PROVIDES ELIGIBLE PARTICIPANTS A PRE-DETERMINED BENEFITS ALLOWANCE CREDIT THAT IS EQUAL TO A PERCENTAGE OF THE EXECUTIVE'S BASE PAY FROM WHICH THE COST OF MANDATORY AND ELECTIVE EMPLOYEE BENEFITS IS DEDUCTED. THE BENEFITS ALLOWANCE CREDIT PERCENTAGE FOR ANY PLAN YEAR SHALL NOT BE GREATER THAN THE MAXIMUM DOLLAR AMOUNT OR THE PERCENTAGE OF COMPENSATION AS DETERMINED BY THE ADVENTHEALTH BENEFITS ADMINISTRATION COMMITTEE. FOR GRANDFATHERED ELIGIBLE EMPLOYEES, THE ANNUAL PRE-DETERMINED FLEX ALLOWANCE IS CONTRIBUTED AND ANY FUNDS THAT REMAIN AFTER THE COST OF MANDATORY AND ELECTIVE BENEFITS ARE SUBTRACTED ARE, AT THE EMPLOYEE'S OPTION, CONTRIBUTED TO EITHER AN IRC 457(F) DEFERRED COMPENSATION ACCOUNT OR TO AN IRC 457(B) ELIGIBLE DEFERRED COMPENSATION PLAN. UPON ATTAINMENT OF AGE 65, ALL PREVIOUS 457(F) DEFERRED AMOUNTS ARE PAID IMMEDIATELY TO THE PARTICIPANT AND ANY FUTURE EMPLOYER CONTRIBUTIONS ARE MADE QUARTERLY FROM THE PLAN DIRECTLY TO THE PARTICIPANT. THE PLAN PROVIDES FOR A CLASS YEAR VESTING SCHEDULE (2 YEARS FOR EACH CLASS YEAR) WITH RESPECT TO AMOUNTS ACCUMULATED IN THE EXECUTIVE'S 457(F) DEFERRED COMPENSATION ACCOUNT. DISTRIBUTIONS COULD ALSO BE MADE FROM THE EXECUTIVE'S 457(F) DEFERRED COMPENSATION ACCOUNT UPON ATTAINMENT OF AGE 65 OR UPON AN INVOLUNTARY SEPARATION. THE ACCOUNT WILL BE FORFEITED BY THE EXECUTIVE UPON A VOLUNTARY SEPARATION. WITH RESPECT TO GRANDFATHERED PARTICIPANTS, THE FLEX PLAN DOCUMENTS DEFINE ELIGIBLE EMPLOYEES TO INCLUDE THE CHIEF EXECUTIVE OFFICERS OF ADVENTHEALTH ENTITIES AND VICE PRESIDENTS OF ALL ADVENTHEALTH ENTITIES WHOSE BASE SALARY WAS AT LEAST EQUAL TO THE INTERNAL REVENUE CODE SECTION 401(A)(17) COMPENSATION LIMIT EACH YEAR. FLEX PLAN FLEX PLAN SERP II SERP III CONTR. DISTR.* CONTR./DISTR. CONTR. OTTATI,DAVID $ 160,890 $ 159,135 $ 284,107 $ 0 GREGORY,AUDREY $ 0 $ 0 $ 0 $ 197,198 CELANO,PATRICIA $ 135,261 $ 98,573 $ 264,822 $ 0 DEININGER,ROBERT $ 113,099 $ 61,584 $ 0 $ 10,504 BROWN,LORENZO $ 60,234 $ 53,935 $ 0 $ 0 GLASS,KYLE $ 0 $ 0 $ 0 $ 73,420 KNYCH,STEPHEN $ 63,661 $ 40,977 $ 0 $ 0 LUNDE,ERIC $ 0 $ 0 $ 0 $ 60,705 BAKER,CRAIG $ 0 $ 0 $ 0 $ 53,943 * 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

Related organizations on this return

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

Provenance

Return type
form_990
Tax year
2024
Filed
6 November 2025
IRS schema version
2024v5.2
Source object
202523179349311932

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