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Nonprofiteer
← ADVENTIST HEALTH PHYSICANS NETWORK

Form 990 for tax year 2023

Filed by ADVENTIST HEALTH PHYSICANS NETWORK.

Totals

Total revenue
$277,105,407
Total expenses
$274,369,423
Contributions and grants received
$2,747,471
Grants paid
$0
Program service revenue
$273,708,471
Investment income
$649,465
Other revenue
$0
Total assets, end of year
$42,412,322
Total liabilities, end of year
$25,738,495
Net assets or fund balances, end of year
$16,673,827
Program services expenses (Part IX)
$262,528,228
Management and general expenses
$11,841,195
Fundraising expenses
$0
Program service expenses (Part III)
$262,528,228

Program services were 95.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1d · Related organizations

    $79,560

  • 1e · Government grants (contributions)

    $587,472

  • 1f · All other contributions, gifts and grants

    $2,080,439

  • 2a · Program service revenue: Patient service revenue

    total $150,029,479 · related or exempt $150,029,479

  • 2b · Program service revenue: Affiliated org subsidies

    total $105,694,158 · related or exempt $105,694,158

  • 2c · Program service revenue: Premium revenue

    total $7,937,795 · related or exempt $7,937,795

  • 2d · Program service revenue: Incentive & quality revenue

    total $7,489,382 · related or exempt $7,489,382

  • 2f · All other program service revenue

    total $2,557,657 · related or exempt $2,557,657

  • 3 · Investment income

    total $651,195 · excluded $651,195

  • 7b · Less cost or other basis and sales expenses

    other assets $1,730

  • 7c · Gain or loss

    other assets -$1,730

  • 7d · Net gain or loss

    total -$1,730 · excluded -$1,730

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $59,746,320 · program services $59,704,577 · management and general $41,743

  • 8 · Pension plan contributions

    total $1,800,920 · program services $1,800,920

  • 9 · Other employee benefits

    total $11,831,036 · program services $11,816,398 · management and general $14,638

  • 10 · Payroll taxes

    total $4,260,509 · program services $4,260,509

  • 11a · Fees: management

    total $10,486,923 · management and general $10,486,923

  • 11b · Fees: legal

    total $1,267,444 · management and general $1,267,444

  • 11g · Fees: other

    total $140,637,690 · program services $140,637,295 · management and general $395

  • 12 · Advertising and promotion

    total $10,768 · management and general $10,768

  • 13 · Office expenses

    total $2,349,186 · program services $2,330,299 · management and general $18,887

  • 14 · Information technology

    total $3,590,210 · program services $3,590,210

  • 16 · Occupancy

    total $12,933,376 · program services $12,933,376

  • 17 · Travel

    total $163,226 · program services $163,226

  • 19 · Conferences, conventions and meetings

    total $17,684 · program services $17,684

  • 20 · Interest

    total $590,151 · program services $590,151

  • 23 · Insurance

    total $381,562 · program services $381,562

  • 24a · Other expenses: Patient care supplies

    total $18,893,260 · program services $18,892,863 · management and general $397

  • 24b · Other expenses: Rental/lease cost equip

    total $4,817,255 · program services $4,817,255

  • 24e · All other expenses

    total $591,903 · program services $591,903

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $18,621,907 · end of year $7,534,076

  • 4 · Accounts receivable

    beginning of year $11,720,297 · end of year $14,553,381

  • 9 · Prepaid expenses and deferred charges

    beginning of year $17,976 · end of year $1,943,851

  • 15 · Other assets

    beginning of year $8,510,736 · end of year $18,381,014

  • 17 · Accounts payable and accrued expenses

    beginning of year $4,256,013 · end of year $10,741,418

  • 19 · Deferred revenue

    beginning of year $687,766 · end of year $450,147

  • 25 · Other liabilities

    beginning of year $19,989,294 · end of year $14,546,930

  • 27 · Net assets without donor restrictions

    beginning of year $13,937,843 · end of year $16,673,827

Mission and programs · 2023

Mission

Living God's love by inspiring health, wholeness and hope.

  • See Schedule O

    Expenses $262,528,228 · Revenue $273,708,471

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

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/Treasurer/Asst 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

  • Nahapetian Arby

    President

    Total calculated
    $1,551,907
    From this org
    $0
    From related orgs
    $1,482,294
    Other
    $69,613
    Hours/week
    20 + 30 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

    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

  • Rippey Wesley

    Former Director thru 05/18

    Total calculated
    $828,856
    From this org
    $0
    From related orgs
    $755,844
    Other
    $73,012
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $539,595 related
    Bonus
    $0 + $105,940 related
    Other
    $0 + $110,309 related
    Deferred
    $0 + $13,296 related
    Nontaxable benefits
    $0 + $59,716 related
    Filer's total
    $0 + $828,856 related

  • Serna Adrian

    Sr Finance Officer

    Total calculated
    $703,398
    From this org
    $0
    From related orgs
    $630,265
    Other
    $73,133
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $448,759 related
    Bonus
    $0 + $118,066 related
    Other
    $0 + $63,440 related
    Deferred
    $0 + $13,296 related
    Nontaxable benefits
    $0 + $59,837 related
    Filer's total
    $0 + $703,398 related

  • Hutcheson Walter

    Finance Officer

    Total calculated
    $365,921
    From this org
    $0
    From related orgs
    $318,312
    Other
    $47,609
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $254,547 related
    Bonus
    $0 + $47,330 related
    Other
    $0 + $16,435 related
    Deferred
    $0 + $13,296 related
    Nontaxable benefits
    $0 + $34,313 related
    Filer's total
    $0 + $365,921 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

  • Newton Bradford

    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

  • 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. 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, Jack Wagner, and Bill Wing.

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

No itemized grants to organizations 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.

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.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

Provenance

Return type
form_990
Tax year
2023
Filed
5 November 2024
IRS schema version
2023v5.1
Source object
202413109349301346

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