Totals
- Total revenue
- $768,435
- Total expenses
- $8,076,620
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $335,347
- Investment income
- $418,401
- Other revenue
- $14,687
- Total assets, end of year
- $12,237,872
- Total liabilities, end of year
- $236,248
- Net assets or fund balances, end of year
- $12,001,624
- Program services expenses (Part IX)
- $7,729,329
- Management and general expenses
- $347,291
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $7,729,329
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.
-
2a · Program service revenue: Patient service revenu
total $209,913 · related or exempt $209,913
-
2b · Program service revenue: Related rental revenue
total $125,434 · related or exempt $125,434
-
3 · Investment income
total $418,401 · unrelated business $346,084 · excluded $72,317
-
11a · Other revenue: Gain from disc ops
total $14,687 · excluded $14,687
-
11e · Other revenue, total
$14,687
Functional expenses
Part IX, the statement of functional expenses.
-
11a · Fees: management
total $191,841 · management and general $191,841
-
11b · Fees: legal
total $7,027 · management and general $7,027
-
11g · Fees: other
total $34,074 · program services $30,936 · management and general $3,138
-
13 · Office expenses
total $48,594 · program services $47,434 · management and general $1,160
-
14 · Information technology
total $42,769 · program services $1,052 · management and general $41,717
-
16 · Occupancy
total $200,254 · program services $98,346 · management and general $101,908
-
17 · Travel
total $106 · program services $106
-
20 · Interest
total $2 · program services $2
-
22 · Depreciation, depletion and amortization
total $7,102,922 · program services $7,102,922
-
23 · Insurance
total $43,707 · program services $43,207 · management and general $500
-
24a · Other expenses: UBI taxes
total $386,077 · program services $386,077
-
24b · Other expenses: Disc ops inventory adj
total $638 · program services $638
-
24e · All other expenses
total $18,609 · program services $18,609
Balance sheet
Part X, book values.
-
2 · Savings and temporary cash investments
beginning of year $1,509,434 · end of year $148,868
-
4 · Accounts receivable
beginning of year $6,962 · end of year $0
-
10a · Land, buildings and equipment: cost or other basis
$11,767,148
-
10b · Land, buildings and equipment: accumulated depreciation
$9,612,061
-
10c · Land, buildings and equipment, net
beginning of year $9,254,694 · end of year $2,155,087
-
15 · Other assets
beginning of year $8,671,905 · end of year $9,933,917
-
17 · Accounts payable and accrued expenses
beginning of year $20,491 · end of year $0
-
25 · Other liabilities
beginning of year $145,765 · end of year $236,248
-
27 · Net assets without donor restrictions
beginning of year $16,626,081 · end of year $9,218,410
-
28 · Net assets with donor restrictions
beginning of year $2,650,658 · end of year $2,783,214
Mission and programs · 2024
Mission
Living God's love by inspiring health, wholeness and hope.
-
See Schedule O
Expenses $7,729,329 · Revenue $335,347
As filed on the 2024 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
- $4,032,170
- From this org
- $0
- From related orgs
- $3,974,195
- Other
- $57,975
- Hours/week
- 0 + 50 related
Schedule J breakdown matched by us
- Base
- $0 + $2,342,000 related
- Bonus
- $0 + $1,586,113 related
- Other
- $0 + $46,082 related
- Deferred
- $0 + $13,296 related
- Nontaxable benefits
- $0 + $44,679 related
- Filer's total
- $0 + $4,032,170 related
-
Hofheins Todd - DirVice
Chair/COO/Pres, AHFR as of 03/24
- Total calculated
- $2,473,667
- From this org
- $0
- From related orgs
- $2,407,675
- Other
- $65,992
- Hours/week
- 0 + 50.5 related
Schedule J breakdown matched by us
- Base
- $0 + $1,474,000 related
- Bonus
- $0 + $888,115 related
- Other
- $0 + $45,560 related
- Deferred
- $0 + $13,296 related
- Nontaxable benefits
- $0 + $52,696 related
- Filer's total
- $0 + $2,473,667 related
-
Freedman John
Director
- Total calculated
- $27,203
- From this org
- $0
- From related orgs
- $27,203
- Other
- $0
- Hours/week
- 0 + 4 related
-
Newton Bradford
Director
- Total calculated
- $26,939
- From this org
- $0
- From related orgs
- $26,939
- 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
-
Reiner Richard
Director
- Total calculated
- $26,611
- From this org
- $0
- From related orgs
- $26,611
- Other
- $0
- Hours/week
- 0 + 4 related
-
Wagner Jack
Director
- Total calculated
- $21,611
- From this org
- $0
- From related orgs
- $21,611
- 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
-
Salazar Velino
Director thru 09/24
- Total calculated
- $21,181
- From this org
- $0
- From related orgs
- $21,181
- Other
- $0
- Hours/week
- 0 + 4 related
-
Fehr Joy
Director
- Total calculated
- $18,680
- From this org
- $0
- From related orgs
- $18,680
- Other
- $0
- Hours/week
- 0 + 4 related
-
Beckett Ann
Director as of 01/24
- Total calculated
- $17,930
- From this org
- $0
- From related orgs
- $17,930
- Other
- $0
- Hours/week
- 0 + 4 related
-
Daggett Jonathan
Director as of 01/24
- Total calculated
- $16,180
- From this org
- $0
- From related orgs
- $16,180
- Other
- $0
- Hours/week
- 0 + 4 related
-
Jutzy Kenneth
Director as of 01/24
- Total calculated
- $16,180
- From this org
- $0
- From related orgs
- $16,180
- Other
- $0
- Hours/week
- 0 + 4 related
-
Cress John
Director as of 10/24
- Total calculated
- $430
- From this org
- $0
- From related orgs
- $430
- Other
- $0
- Hours/week
- 0 + 4 related
-
Beaman John
CFO/Assistant Secretary
- Total calculated
- $2,060,669
- From this org
- $0
- From related orgs
- $1,980,861
- Other
- $79,808
- Hours/week
- 0 + 50.5 related
Schedule J breakdown matched by us
- Base
- $0 + $1,261,000 related
- Bonus
- $0 + $698,818 related
- Other
- $0 + $21,043 related
- Deferred
- $0 + $13,296 related
- Nontaxable benefits
- $0 + $66,512 related
- Filer's total
- $0 + $2,060,669 related
-
Jobe Meredith
Secretary/Treasurer
- Total calculated
- $1,279,079
- From this org
- $0
- From related orgs
- $1,221,104
- Other
- $57,975
- Hours/week
- 0 + 50.5 related
Schedule J breakdown matched by us
- Base
- $0 + $796,100 related
- Bonus
- $0 + $281,132 related
- Other
- $0 + $143,872 related
- Deferred
- $0 + $13,296 related
- Nontaxable benefits
- $0 + $44,679 related
- Filer's total
- $0 + $1,279,079 related
-
Jahn Andrew
President, AHFR thru 03/24
- Total calculated
- $752,628
- From this org
- $0
- From related orgs
- $693,217
- Other
- $59,411
- Hours/week
- 0 + 50 related
Schedule J breakdown matched by us
- Base
- $0 + $281,190 related
- Bonus
- $0 + $407,001 related
- Other
- $0 + $5,026 related
- Deferred
- $0 + $55,610 related
- Nontaxable benefits
- $0 + $3,801 related
- Filer's total
- $0 + $752,628 related
-
Stevens Eric - President
N Coast Service Area as of 07/24
- Total calculated
- $1,944,121
- From this org
- $0
- From related orgs
- $1,886,146
- Other
- $57,975
- Hours/week
- 5 + 45.5 related
Schedule J breakdown matched by us
- Base
- $0 + $1,196,000 related
- Bonus
- $0 + $495,682 related
- Other
- $0 + $194,464 related
- Deferred
- $0 + $13,296 related
- Nontaxable benefits
- $0 + $44,679 related
- Filer's total
- $0 + $1,944,121 related
-
Thordarson Heidar
Finance Officer
- Total calculated
- $608,815
- From this org
- $0
- From related orgs
- $550,840
- Other
- $57,975
- Hours/week
- 0 + 48 related
Schedule J breakdown matched by us
- Base
- $0 + $425,591 related
- Bonus
- $0 + $77,747 related
- Other
- $0 + $47,502 related
- Deferred
- $0 + $13,296 related
- Nontaxable benefits
- $0 + $44,679 related
- Filer's total
- $0 + $608,815 related
-
Ashlock Ryan
Former Treasurer thru 04/19
- Total calculated
- $1,166,966
- From this org
- $0
- From related orgs
- $1,092,176
- Other
- $74,790
- Hours/week
- 0 + 50 related
Schedule J breakdown matched by us
- Base
- $0 + $634,923 related
- Bonus
- $0 + $129,977 related
- Other
- $0 + $327,276 related
- Deferred
- $0 + $13,296 related
- Nontaxable benefits
- $0 + $61,494 related
- Filer's total
- $0 + $1,166,966 related
-
Wing Bill - Former Dir
Asst Secr/Vice Chair thru 01/22
- Total calculated
- $273,263
- From this org
- $0
- From related orgs
- $273,263
- Other
- $0
- Hours/week
- 0
Schedule J breakdown matched by us
- Base
- $0
- Bonus
- $0
- Other
- $0 + $273,263 related
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $0 + $273,263 related
-
Nahapetian Arby - Former Care
Division Medical Officer thru 02/22
- Total calculated
- $1,839,066
- From this org
- $0
- From related orgs
- $1,759,258
- Other
- $79,808
- Hours/week
- 0 + 50 related
Schedule J breakdown matched by us
- Base
- $0 + $1,111,000 related
- Bonus
- $0 + $458,435 related
- Other
- $0 + $189,823 related
- Deferred
- $0 + $13,296 related
- Nontaxable benefits
- $0 + $66,512 related
- Filer's total
- $0 + $1,839,066 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. Jahn, Andrew - severance payment - $15,065 Wing, Bill - severance payment - $271,535 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, Andrew Jahn, Jack Wagner, 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 amount equivalent to 41 percent of their base compensation, less the value of their corporate provided benefits. The balance is set aside for nonvested deferred compensation that is subject to substantial risk of forfeiture and is at risk to the creditors of Adventist Health. Payouts occur according to the participants' payment elections after all substantial risks of forfeiture have lapsed. The plan was frozen for new non-vested contributions in 2016. Jahn, Andrew - participant, no activity in 2024
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.
-
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
-
501(c)(3) · Charitable foundation · 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
-
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
-
501(c)(3) · Hospital · OR
Directly controlled by Stone Point Health
-
Mid-Columbia Health Foundation
501(c)(3) · Charitable foundation · OR
Directly controlled by Mid-Columbia Medical Center
-
Northwest Medical Foundation of Tillamook
501(c)(3) · Hospital · OR
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) · 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
-
501(c)(3) · Hospital · CA
Directly controlled by Adventist Health SystemWest
-
Simi Valley Hospital and 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
-
Twin Cities Community Hospital Inc
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) · Skilled nursing/assisted living/home health · CA
Directly controlled by Stone Point Health
-
501(c)(3) · Home care · CA
Directly controlled by Adventist Health SystemWest
-
501(c)(3) · Hospital · CA
Directly controlled by Adventist Health SystemWest
-
501(c)(3) · Hospital · CA
Directly controlled by Adventist Health SystemWest
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.
Related partnerships
Part III: related organizations taxable as a partnership, with the filer's share.
-
Real property rental · FL
-
Education · MN
-
PAR LLC DBA CherryWood Village
Senior housing · OR
-
Senior housing · OR
-
PVHR2 LLC DBA Parkview Memory Care at Paradise Village
Senior housing · OR
-
WWGHR LLC DBA Wheatland Village
Senior housing · OR
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
AdHealth Limited
C · Pure captive insurance · BD
-
C · Health insurance · CA
-
C · Wind down after sale of hospital · CA
-
C · Production company · MN
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 25 October 2025
- IRS schema version
- 2024v5.2
- Source object
- 202513109349301946
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