Totals
- Total revenue
- $92,378,345
- Total expenses
- $89,578,902
- Contributions and grants received
- $918,685
- Grants paid
- $97,433
- Program services expenses (Part IX)
- $72,226,856
- Management and general expenses
- $17,352,046
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $72,226,856
Program services were 80.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
Wing Bill
Dir/Asst Secr/Vice Chair thru 01/22
- Total calculated
- $2,567,666
- From this org
- $0
- From related orgs
- $2,511,347
- Other
- $56,319
- Hours/week
- 0 + 50 related
Schedule J breakdown matched by us
- Base
- $0 + $263,334 related
- Bonus
- $0 + $662,638 related
- Other
- $0 + $1,585,375 related
- Deferred
- $0 + $12,220 related
- Nontaxable benefits
- $0 + $44,099 related
- Filer's total
- $0 + $2,567,666 related
-
Heinrich Kerry
Dir/Chair/CEO as of 01/22
- Total calculated
- $2,206,508
- From this org
- $0
- From related orgs
- $2,131,443
- Other
- $75,065
- Hours/week
- 0 + 50 related
Schedule J breakdown matched by us
- Base
- $0 + $1,817,710 related
- Bonus
- $0 + $76 related
- Other
- $0 + $313,657 related
- Deferred
- $0 + $12,220 related
- Nontaxable benefits
- $0 + $62,845 related
- Filer's total
- $0 + $2,206,508 related
-
Hofheins Todd
Dir/Vice Chair/COO as of 01/22
- Total calculated
- $2,043,931
- From this org
- $0
- From related orgs
- $1,971,652
- Other
- $72,279
- Hours/week
- 0 + 50 related
Schedule J breakdown matched by us
- Base
- $0 + $1,358,421 related
- Bonus
- $0 + $376,216 related
- Other
- $0 + $237,015 related
- Deferred
- $0 + $12,220 related
- Nontaxable benefits
- $0 + $60,059 related
- Filer's total
- $0 + $2,043,931 related
-
Jahn Andrew
Care Division President thru 02/22
- Total calculated
- $1,483,639
- From this org
- $0
- From related orgs
- $1,409,539
- Other
- $74,100
- Hours/week
- 0 + 50 related
Schedule J breakdown matched by us
- Base
- $0 + $1,047,840 related
- Bonus
- $0 + $349,414 related
- Other
- $0 + $12,285 related
- Deferred
- $0 + $12,220 related
- Nontaxable benefits
- $0 + $61,880 related
- Filer's total
- $0 + $1,483,639 related
-
Beaman John
CFO/Asst Secretary as of 01/22
- Total calculated
- $1,419,572
- From this org
- $0
- From related orgs
- $1,361,096
- Other
- $58,476
- Hours/week
- 0 + 50 related
Schedule J breakdown matched by us
- Base
- $0 + $1,047,636 related
- Bonus
- $0 + $298,600 related
- Other
- $0 + $14,860 related
- Deferred
- $0 + $12,220 related
- Nontaxable benefits
- $0 + $46,256 related
- Filer's total
- $0 + $1,419,572 related
-
Nahapetian Arby - Care
Division Medical Officer thru 02/22
- Total calculated
- $1,402,648
- From this org
- $0
- From related orgs
- $1,334,111
- Other
- $68,537
- Hours/week
- 0 + 50 related
Schedule J breakdown matched by us
- Base
- $0 + $927,049 related
- Bonus
- $0 + $234,212 related
- Other
- $0 + $172,850 related
- Deferred
- $0 + $12,220 related
- Nontaxable benefits
- $0 + $56,317 related
- Filer's total
- $0 + $1,402,648 related
-
Stevens Eric - President
Northern CA/HI State Network
- Total calculated
- $1,378,159
- From this org
- $0
- From related orgs
- $1,315,314
- Other
- $62,845
- Hours/week
- 5 + 45 related
Schedule J breakdown matched by us
- Base
- $0 + $896,507 related
- Bonus
- $0 + $250,602 related
- Other
- $0 + $168,205 related
- Deferred
- $0 + $12,220 related
- Nontaxable benefits
- $0 + $50,625 related
- Filer's total
- $0 + $1,378,159 related
-
Spenst Brett - Care Division
Finance Officer thru 02/22
- Total calculated
- $1,358,925
- From this org
- $0
- From related orgs
- $1,322,824
- Other
- $36,101
- Hours/week
- 0 + 50 related
Schedule J breakdown matched by us
- Base
- $0 + $817,612 related
- Bonus
- $0 + $416,845 related
- Other
- $0 + $88,367 related
- Deferred
- $0 + $12,220 related
- Nontaxable benefits
- $0 + $23,881 related
- Filer's total
- $0 + $1,358,925 related
-
Charpentier Paul
Physician
- Total calculated
- $1,338,295
- From this org
- $1,287,311
- From related orgs
- $0
- Other
- $50,984
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $1,272,311
- Bonus
- $15,000
- Other
- $0
- Deferred
- $12,220
- Nontaxable benefits
- $38,764
- Filer's total
- $1,338,295
-
Reiner Scott
Former Dir/Chair/CEO thru 12/21
- Total calculated
- $1,258,725
- From this org
- $0
- From related orgs
- $1,222,073
- Other
- $36,652
- Hours/week
- 0
Schedule J breakdown matched by us
- Base
- $0 + $348,458 related
- Bonus
- $0 + $870,709 related
- Other
- $0 + $2,906 related
- Deferred
- $0 + $12,220 related
- Nontaxable benefits
- $0 + $24,432 related
- Filer's total
- $0 + $1,258,725 related
-
Wells Jason
Former President thru 12/20
- Total calculated
- $1,201,048
- From this org
- $0
- From related orgs
- $1,134,428
- Other
- $66,620
- Hours/week
- 0 + 50 related
Schedule J breakdown matched by us
- Base
- $0 + $790,274 related
- Bonus
- $0 + $219,016 related
- Other
- $0 + $125,138 related
- Deferred
- $0 + $12,220 related
- Nontaxable benefits
- $0 + $54,400 related
- Filer's total
- $0 + $1,201,048 related
-
Jobe Meredith
Secretary
- Total calculated
- $969,220
- From this org
- $0
- From related orgs
- $930,036
- Other
- $39,184
- Hours/week
- 0 + 50 related
Schedule J breakdown matched by us
- Base
- $0 + $639,741 related
- Bonus
- $0 + $154,687 related
- Other
- $0 + $135,608 related
- Deferred
- $0 + $12,220 related
- Nontaxable benefits
- $0 + $26,964 related
- Filer's total
- $0 + $969,220 related
-
Byrnes John - Former
Medical Officer, NCR thru 02/20
- Total calculated
- $907,068
- From this org
- $0
- From related orgs
- $841,204
- Other
- $65,864
- Hours/week
- 0 + 50 related
Schedule J breakdown matched by us
- Base
- $0 + $154,814 related
- Bonus
- $0 + $187,322 related
- Other
- $0 + $499,068 related
- Deferred
- $0 + $12,220 related
- Nontaxable benefits
- $0 + $53,644 related
- Filer's total
- $0 + $907,068 related
-
Howe Judson - President
AHHM/President, North Coast Network
- Total calculated
- $836,449
- From this org
- $0
- From related orgs
- $782,335
- Other
- $54,114
- Hours/week
- 8.3 + 41.7 related
Schedule J breakdown matched by us
- Base
- $0 + $523,665 related
- Bonus
- $0 + $152,359 related
- Other
- $0 + $106,311 related
- Deferred
- $0 + $12,220 related
- Nontaxable benefits
- $0 + $41,894 related
- Filer's total
- $0 + $836,449 related
-
Parker Bessant
Area Medical Officer thru 03/22
- Total calculated
- $648,691
- From this org
- $0
- From related orgs
- $577,188
- Other
- $71,503
- Hours/week
- 15 + 35 related
Schedule J breakdown matched by us
- Base
- $0 + $131,533 related
- Bonus
- $0 + $112,256 related
- Other
- $0 + $333,399 related
- Deferred
- $0 + $12,220 related
- Nontaxable benefits
- $0 + $59,283 related
- Filer's total
- $0 + $648,691 related
-
Tetz Warren
Treasurer/Asst Secr thru 12/22
- Total calculated
- $603,235
- From this org
- $0
- From related orgs
- $565,355
- Other
- $37,880
- Hours/week
- 12.5 + 37.5 related
Schedule J breakdown matched by us
- Base
- $0 + $435,029 related
- Bonus
- $0 + $63,870 related
- Other
- $0 + $66,456 related
- Deferred
- $0 + $12,220 related
- Nontaxable benefits
- $0 + $25,660 related
- Filer's total
- $0 + $603,235 related
-
Givens Linda
Patient Care Executive/Administrator
- Total calculated
- $468,570
- From this org
- $0
- From related orgs
- $412,758
- Other
- $55,812
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $0 + $301,372 related
- Bonus
- $0 + $78,175 related
- Other
- $0 + $33,211 related
- Deferred
- $0 + $12,220 related
- Nontaxable benefits
- $0 + $43,592 related
- Filer's total
- $0 + $468,570 related
-
Eller Jeff
Former President, NCR thru 07/21
- Total calculated
- $405,370
- From this org
- $0
- From related orgs
- $352,684
- Other
- $52,686
- Hours/week
- 0 + 9 related
Schedule J breakdown matched by us
- Base
- $0
- Bonus
- $0 + $177,886 related
- Other
- $0 + $174,798 related
- Deferred
- $0 + $5,337 related
- Nontaxable benefits
- $0 + $47,349 related
- Filer's total
- $0 + $405,370 related
-
Lonto Robert
Former Reg HP Dir, NCR thru 02/20
- Total calculated
- $352,569
- From this org
- $0
- From related orgs
- $270,421
- Other
- $82,148
- Hours/week
- 0 + 50 related
Schedule J breakdown matched by us
- Base
- $0 + $175,680 related
- Bonus
- $0 + $73,176 related
- Other
- $0 + $21,565 related
- Deferred
- $0 + $8,113 related
- Nontaxable benefits
- $0 + $74,035 related
- Filer's total
- $0 + $352,569 related
-
Kohler Amy
RN, House Supervisor
- Total calculated
- $322,618
- From this org
- $279,872
- From related orgs
- $0
- Other
- $42,746
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $279,522
- Bonus
- $350
- Other
- $0
- Deferred
- $8,396
- Nontaxable benefits
- $34,350
- Filer's total
- $322,618
-
Hanzlik Colin
RN
- Total calculated
- $308,494
- From this org
- $255,290
- From related orgs
- $0
- Other
- $53,204
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $255,065
- Bonus
- $225
- Other
- $0
- Deferred
- $7,659
- Nontaxable benefits
- $45,545
- Filer's total
- $308,494
-
Niderost Gregory
Certified RN Anesthetist
- Total calculated
- $307,016
- From this org
- $247,798
- From related orgs
- $0
- Other
- $59,218
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $247,579
- Bonus
- $219
- Other
- $0
- Deferred
- $7,434
- Nontaxable benefits
- $51,784
- Filer's total
- $307,016
-
Radell Raymond
Certified RN Anesthetist
- Total calculated
- $293,505
- From this org
- $261,472
- From related orgs
- $0
- Other
- $32,033
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $261,247
- Bonus
- $225
- Other
- $0
- Deferred
- $7,844
- Nontaxable benefits
- $24,189
- Filer's total
- $293,505
-
Freedman John
Director
- Total calculated
- $26,858
- From this org
- $0
- From related orgs
- $26,858
- Other
- $0
- Hours/week
- 0 + 4 related
-
Woodson Marc
Director
- Total calculated
- $26,728
- From this org
- $0
- From related orgs
- $26,728
- Other
- $0
- Hours/week
- 0 + 4 related
-
Banks David
Director
- Total calculated
- $26,478
- From this org
- $0
- From related orgs
- $26,478
- Other
- $0
- Hours/week
- 0 + 4 related
-
Cherry Robert
Director
- Total calculated
- $26,478
- From this org
- $0
- From related orgs
- $26,478
- Other
- $0
- Hours/week
- 0 + 4 related
-
Davis Andrew
Director
- Total calculated
- $26,478
- From this org
- $0
- From related orgs
- $26,478
- Other
- $0
- Hours/week
- 0 + 4 related
-
Innocent Larry
Director
- Total calculated
- $26,478
- From this org
- $0
- From related orgs
- $26,478
- Other
- $0
- Hours/week
- 0 + 4 related
-
Reiner Richard
Director
- Total calculated
- $26,478
- From this org
- $0
- From related orgs
- $26,478
- Other
- $0
- Hours/week
- 0 + 4 related
-
Newton Bradford
Director
- Total calculated
- $25,180
- From this org
- $0
- From related orgs
- $25,180
- Other
- $0
- Hours/week
- 0 + 4 related
-
Salazar Velino
Director
- Total calculated
- $21,478
- From this org
- $0
- From related orgs
- $21,478
- 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
- Total calculated
- $430
- From this org
- $0
- From related orgs
- $430
- Other
- $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 — 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 - $465,750 Parker, Bessant - severance payment - $326,923 Wing, Bill - severance payment - $1,584,880 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, Jeff Eller, Kerry Heinrich, Todd Hofheins, Andrew Jahn, Scott Reiner, Brett Spenst, 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 of their corporate provided benefits. The balance is set aside for forfeiture and is at risk to the creditors of Adventist Health. Payouts substantial risks of forfeiture have lapsed. The plan was frozen for new amount equivalent to 41 percent of their base compensation, less the value nonvested deferred compensation that is subject to substantial risk of occur according to the participants' payment elections after all non-vested contributions in 2016. Jahn, Andrew - participant, no activity in 2022 Part II: Eller, Jeff, Former President, NCR was paid through an unrelated organization, Jeffrey D. Eller dba Mountaingate Coaching that was reported on Form 1099 and included in Schedule J, Part II.
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
-
Board & care for safe discharge of patient
-
General support - Meals on Wheels
-
General support - Package "A" Sponsorship
-
General Support
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
-
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
-
501(c)(3) · Hospital · CA
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
-
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 & 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
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 6 November 2023
- IRS schema version
- 2022v5.0
- Source object
- 202333109349302568
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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