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Nonprofiteer
← ADVENTIST HEALTH FOUNDATION

Form 990 for tax year 2022

Filed by ADVENTIST HEALTH FOUNDATION.

Totals

Total revenue
$181,560
Total expenses
$264,933
Contributions and grants received
$71,455
Grants paid
$84,208
Program service revenue
$0
Investment income
$110,105
Other revenue
$0
Total assets, end of year
$3,606,736
Total liabilities, end of year
$182,610
Net assets or fund balances, end of year
$3,424,126
Program services expenses (Part IX)
$84,208
Management and general expenses
$96,745
Fundraising expenses
$83,980
Program service expenses (Part III)
$84,208

Program services were 31.8% 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/President as of 03/22

    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 03/22

    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

  • Beaman John

    Dir/CFO as of 03/22

    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

  • Jobe Meredith

    Secretary as of 03/22

    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

  • Champlin Christopher

    President thru 03/22

    Total calculated
    $807,633
    From this org
    $0
    From related orgs
    $753,943
    Other
    $53,690
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $567,067 related
    Bonus
    $0 + $100,076 related
    Other
    $0 + $86,800 related
    Deferred
    $0 + $12,220 related
    Nontaxable benefits
    $0 + $41,470 related
    Filer's total
    $0 + $807,633 related

  • Gonzalez Eduardo

    Treasurer thru 06/22

    Total calculated
    $486,698
    From this org
    $0
    From related orgs
    $440,206
    Other
    $46,492
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $187,406 related
    Bonus
    $0 + $66,841 related
    Other
    $0 + $185,959 related
    Deferred
    $0 + $12,220 related
    Nontaxable benefits
    $0 + $34,272 related
    Filer's total
    $0 + $486,698 related

  • Jensen Mons

    Director thru 03/22

    Total calculated
    $191,027
    From this org
    $0
    From related orgs
    $149,982
    Other
    $41,045
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $149,913 related
    Bonus
    $0 + $69 related
    Other
    $0
    Deferred
    $0 + $4,499 related
    Nontaxable benefits
    $0 + $36,546 related
    Filer's total
    $0 + $191,027 related

  • Rough Chuck

    Chair thru 03/22

    Total calculated
    $0
    Hours/week
    0

  • Gibson Steve

    Vice Chair thru 03/22

    Total calculated
    $0
    Hours/week
    0

  • Trenner Lora

    Secretary thru 03/22

    Total calculated
    $0
    Hours/week
    0

  • Adams Tom

    Director thru 03/22

    Total calculated
    $0
    Hours/week
    0

  • Barnard Melissa

    Director thru 03/22

    Total calculated
    $0
    Hours/week
    0

  • Gamble Jim

    Director as of 03/22

    Total calculated
    $0
    Hours/week
    0

  • Haskett Cindy

    Director thru 03/22

    Total calculated
    $0
    Hours/week
    0

  • McKee Sharon

    Director thru 03/22

    Total calculated
    $0
    Hours/week
    0

  • Ramirez George

    Director as of 03/22

    Total calculated
    $0
    Hours/week
    0

  • Tayler Betsy

    Director as of 03/22

    Total calculated
    $0
    Hours/week
    0

  • Williams Tim

    Director thru 03/22

    Total calculated
    $0
    Hours/week
    0

  • Winters Scott

    Director thru 03/22

    Total calculated
    $0
    Hours/week
    0

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

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan

Answered no

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

The filer's explanations (Part III)

Part I, Line 3
The filing organization relied on an affiliated organization, Adventist Health System/West, to determine compensation for the top management official of the organization. The related organization used the following methods to determine compensation: compensation committee, independent compensation consultant, compensation survey or study, and approval by the board or compensation committee.
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. Gonzalez, Eduardo - severance payment - $162,089 Select executives agreed to participate in CAP-EX in place of a traditional 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, and Todd Hofheins.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

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

Provenance

Return type
form_990
Tax year
2022
Filed
26 October 2023
IRS schema version
2022v5.0
Source object
202333059349301973

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