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Nonprofiteer
← ROCKY MOUNTAIN ADVENTIST HEALTHCARE FOUNDATION

Form 990 for tax year 2024

Filed by ROCKY MOUNTAIN ADVENTIST HEALTHCARE FOUNDATION.

Totals

Total revenue
$7,171,994
Total expenses
$5,708,659
Contributions and grants received
$893,182
Grants paid
$5,153,947
Program services expenses (Part IX)
$5,153,947
Management and general expenses
$249,276
Fundraising expenses
$305,436
Program service expenses (Part III)
$5,153,947

Program services were 90.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Dodds Rick

    Trustee

    Total calculated
    $796,809
    From this org
    $0
    From related orgs
    $667,764
    Other
    $129,045
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $470,789 related
    Bonus
    $0 + $68,227 related
    Other
    $0 + $128,748 related
    Deferred
    $0 + $93,874 related
    Nontaxable benefits
    $0 + $35,171 related
    Filer's total
    $0 + $796,809 related

  • Enderson Dan

    Trustee (end 03/24)

    Total calculated
    $1,200,559
    From this org
    $0
    From related orgs
    $1,122,402
    Other
    $78,157
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $466,053 related
    Bonus
    $0 + $107,348 related
    Other
    $0 + $549,001 related
    Deferred
    $0 + $47,966 related
    Nontaxable benefits
    $0 + $30,191 related
    Filer's total
    $0 + $1,200,559 related

  • Folkenberg Todd

    Trustee

    Total calculated
    $750,855
    From this org
    $0
    From related orgs
    $616,133
    Other
    $134,722
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $507,034 related
    Bonus
    $0 + $75,006 related
    Other
    $0 + $34,093 related
    Deferred
    $0 + $99,538 related
    Nontaxable benefits
    $0 + $35,184 related
    Filer's total
    $0 + $750,855 related

  • Fuentes Michelle

    Trustee (beg. 05/24)

    Total calculated
    $618,120
    From this org
    $0
    From related orgs
    $546,791
    Other
    $71,329
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $275,820 related
    Bonus
    $0
    Other
    $0 + $270,971 related
    Deferred
    $0 + $48,580 related
    Nontaxable benefits
    $0 + $22,749 related
    Filer's total
    $0 + $618,120 related

  • Goebel Michael

    Trustee

    Total calculated
    $759,321
    From this org
    $0
    From related orgs
    $716,972
    Other
    $42,349
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $467,970 related
    Bonus
    $0 + $72,366 related
    Other
    $0 + $176,636 related
    Deferred
    $0 + $18,516 related
    Nontaxable benefits
    $0 + $23,833 related
    Filer's total
    $0 + $759,321 related

  • Pittman Jeremy

    Trustee/Vice Chair/Treasurer

    Total calculated
    $685,924
    From this org
    $0
    From related orgs
    $555,697
    Other
    $130,227
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $419,581 related
    Bonus
    $0 + $55,838 related
    Other
    $0 + $80,278 related
    Deferred
    $0 + $90,460 related
    Nontaxable benefits
    $0 + $39,767 related
    Filer's total
    $0 + $685,924 related

  • Shadle Eric

    Trustee (end 10/24)

    Total calculated
    $382,270
    From this org
    $0
    From related orgs
    $344,942
    Other
    $37,328
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $271,991 related
    Bonus
    $0 + $23,274 related
    Other
    $0 + $49,677 related
    Deferred
    $0 + $16,721 related
    Nontaxable benefits
    $0 + $20,607 related
    Filer's total
    $0 + $382,270 related

  • Smith Mark

    Trustee (beg. 05/24)

    Total calculated
    $699,228
    From this org
    $0
    From related orgs
    $610,174
    Other
    $89,054
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $303,197 related
    Bonus
    $0
    Other
    $0 + $306,977 related
    Deferred
    $0 + $61,728 related
    Nontaxable benefits
    $0 + $27,326 related
    Filer's total
    $0 + $699,228 related

  • Spenst Brett

    Trustee/Regional Pres-CEO

    Total calculated
    $1,456,581
    From this org
    $0
    From related orgs
    $1,421,675
    Other
    $34,906
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $916,594 related
    Bonus
    $0 + $166,182 related
    Other
    $0 + $338,899 related
    Deferred
    $0 + $11,616 related
    Nontaxable benefits
    $0 + $23,290 related
    Filer's total
    $0 + $1,456,581 related

  • Hernandez Dany

    Trustee (beg. 11/24)

    Total calculated
    $168,864
    From this org
    $0
    From related orgs
    $135,845
    Other
    $33,019
    Hours/week
    0.2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $108,293 related
    Bonus
    $0 + $5,662 related
    Other
    $0 + $21,890 related
    Deferred
    $0 + $2,151 related
    Nontaxable benefits
    $0 + $30,868 related
    Filer's total
    $0 + $168,864 related

  • Pottle Deanna Gayle

    President/Foundation Director

    Total calculated
    $199,051
    From this org
    $0
    From related orgs
    $177,484
    Other
    $21,567
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $151,876 related
    Bonus
    $0 + $15,000 related
    Other
    $0 + $10,608 related
    Deferred
    $0 + $3,487 related
    Nontaxable benefits
    $0 + $18,080 related
    Filer's total
    $0 + $199,051 related

  • Bashaw Bill

    Trustee (end 05/24)

    Total calculated
    $0
    Hours/week
    1

  • Blair Marcy

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Brokaw Michelle

    Chairman

    Total calculated
    $0
    Hours/week
    3

  • Ellis Rick

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Harris Chad

    Trustee (beg. 06/24)

    Total calculated
    $0
    Hours/week
    1

  • Littler Mary Ann

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • McQuinn Brady

    Trustee (beg. 07/24)

    Total calculated
    $0
    Hours/week
    1

  • Sendros Isaac

    Former Officer

    Total calculated
    $697,840
    From this org
    $0
    From related orgs
    $577,661
    Other
    $120,179
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $430,608 related
    Bonus
    $0 + $121,558 related
    Other
    $0 + $25,495 related
    Deferred
    $0 + $86,985 related
    Nontaxable benefits
    $0 + $33,194 related
    Filer's total
    $0 + $697,840 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

  • 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 individual who serves as the President of the filing organization is compensated by a subsidiary of Adventist Health System Sunbelt Healthcare Corporation (AHSSHC), the top-tier parent of the filing organization. Compensation and benefits provided to this individual are determined by AHSSHC based on external compensation surveys and local comparable compensation data.
Part I, Lines 4a-b
Part I, Line 4a: During the year ending December 31, 2024, Dan Enderson and Eric Shadle received severance payments in the amounts of $412,063 and $33,296 respectively. Pursuant to the AHSSHC Corporate Executive Policy governing executive severance, severance agreements for executives operating at the Vice President level and above are entered into upon eligibility to facilitate the transition to subsequent employment following an involuntary separation from employment with AdventHealth. Part I, Line 4b: Executives serving on the filing organization's Board of Trustees are compensated by and on the payroll of Adventist Health System Sunbelt Healthcare Corporation, the parent organization of a healthcare system known as AdventHealth and the top-tier sole member of the filing organization. AdventHealth is exempt from federal income tax under Section 501(c)(3) of the Internal Revenue Code. 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. 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 III SERP III Contr. Distr.* Rick Dodds $ 75,358 $ 0 Dan Enderson $ 53,223 $114,667 Todd Folkenberg $ 81,022 $ 0 Michelle Fuentes $ 39,532 $ 0 Michael Goebel $ 79,856 $ 79,856 Jeremy Pittman $ 71,944 $ 0 Isaac Sendros $ 68,469 $ 0 Mark Smith $ 45,415 $ 0 Brett Spenst $175,933 $175,933 * 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
10 November 2025
IRS schema version
2024v5.2
Source object
202503219349307610

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