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← ADVENTIST HEALTH FOUNDATION

Form 990 for tax year 2023

Filed by ADVENTIST HEALTH FOUNDATION.

Totals

Total revenue
$712,624
Total expenses
$350,246
Contributions and grants received
$649,648
Grants paid
$42,300
Program service revenue
$0
Investment income
$62,976
Other revenue
$0
Total assets, end of year
$4,049,720
Total liabilities, end of year
$2,743
Net assets or fund balances, end of year
$4,046,977
Program services expenses (Part IX)
$288,161
Management and general expenses
$33,983
Fundraising expenses
$28,102
Program service expenses (Part III)
$288,161

Program services were 82.3% 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.

  • 1f · All other contributions, gifts and grants

    $649,648

  • 3 · Investment income

    total $62,976 · excluded $62,976

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $36,300 · program services $36,300

  • 2 · Grants to domestic individuals

    total $6,000 · program services $6,000

  • 7 · Other salaries and wages

    total $40,168 · management and general $20,084 · fundraising $20,084

  • 9 · Other employee benefits

    total $9,432 · management and general $4,716 · fundraising $4,716

  • 11g · Fees: other

    total $1,233 · management and general $733 · fundraising $500

  • 13 · Office expenses

    total $812 · fundraising $812

  • 24a · Other expenses: Grant funded projects

    total $132,111 · program services $132,111

  • 24b · Other expenses: MOW endowment spending

    total $113,750 · program services $113,750

  • 24e · All other expenses

    total $10,440 · management and general $8,450 · fundraising $1,990

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $1,129,717 · end of year $1,470,175

  • 3 · Pledges and grants receivable

    beginning of year $6,250 · end of year $48,064

  • 15 · Other assets

    beginning of year $2,470,769 · end of year $2,531,481

  • 19 · Deferred revenue

    beginning of year $182,610 · end of year $0

  • 25 · Other liabilities

    beginning of year $0 · end of year $2,743

  • 27 · Net assets without donor restrictions

    beginning of year $1,238,718 · end of year $1,412,336

  • 28 · Net assets with donor restrictions

    beginning of year $2,185,408 · end of year $2,634,641

Mission and programs · 2023

Mission

The Foundation's mission is to endeavor to support programs and projects that measurably improve the physical and emotional health and health, wholeness and hope is coupled with a vision to transform the well-being in Paradise, and the North state region.

Activities or mission (Part I)

To support, benefit and further the provision of health services of Adventist Health System/West and its affiliates through philanthropy; by engaging in the receipt, administration, and distribution of funds to further the mission of Adventist Health in Paradise, Butte and Tehama Counties, and across the Northeastern State of California.

  • Adventist Health's mission statement of living God's love by inspiring health, wholeness and hope is coupled with a vision to transform the health experience of our communities through collaborative programs, community investments and community outreach. We are inspired by the healing ministry, as represented by the life of Jesus Christ, and believe we are called to live out our mission intentionally in the communities we serve. Adventist Health Foundation was formed to support this mission for various programs and capital improvements intended to improve the quality of life and health in our community.

    Expenses $288,161 · Grants $42,300

As filed on the 2023 return.

Listed in Part VII

  • Heinrich Kerry

    Dir/Chair/CEO

    Total calculated
    $3,359,643
    From this org
    $0
    From related orgs
    $3,302,248
    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 + $76,368 related
    Deferred
    $0 + $13,296 related
    Nontaxable benefits
    $0 + $44,099 related
    Filer's total
    $0 + $3,359,643 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

  • Bryan William - DirPres

    as of 07/23/Chief Mission Officer

    Total calculated
    $647,650
    From this org
    $0
    From related orgs
    $588,242
    Other
    $59,408
    Hours/week
    12.5 + 37.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $409,192 related
    Bonus
    $0 + $138,263 related
    Other
    $0 + $40,787 related
    Deferred
    $0 + $13,296 related
    Nontaxable benefits
    $0 + $46,112 related
    Filer's total
    $0 + $647,650 related

  • Gamble Jim

    Director thru 07/23

    Total calculated
    $0
    Hours/week
    4

  • Ramirez George

    Director thru 07/23

    Total calculated
    $0
    Hours/week
    4

  • Taylor Betsy

    Director thru 01/23

    Total calculated
    $0
    Hours/week
    4

  • Beaman John

    Director/CFO

    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

  • 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

  • Champlin Christopher

    Former President thru 03/22

    Total calculated
    $907,220
    From this org
    $0
    From related orgs
    $854,712
    Other
    $52,508
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $594,895 related
    Bonus
    $0 + $170,695 related
    Other
    $0 + $89,122 related
    Deferred
    $0 + $13,296 related
    Nontaxable benefits
    $0 + $39,212 related
    Filer's total
    $0 + $907,220 related

  • Gonzalez Eduardo

    Former Treasurer thru 06/22

    Total calculated
    $371,620
    From this org
    $0
    From related orgs
    $333,115
    Other
    $38,505
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0 + $76 related
    Other
    $0 + $333,039 related
    Deferred
    $0 + $13,296 related
    Nontaxable benefits
    $0 + $25,209 related
    Filer's total
    $0 + $371,620 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

  • 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 - $337,144 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.

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.

  • Blue Legacy Ventures LLC

    Real property rental · FL

  • Blue Zones LLC

    Education · MN

  • PAR LLC DBA CherryWood Village

    Senior housing · OR

  • PVHR LLC DBA Paradise Village

    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

  • Adventist Health Plan Inc

    C · Health insurance · CA

  • South Coast Medical Center

    C · Wind down after sale of hospital · CA

  • Thrive Productions Inc

    C · Production company · MN

Provenance

Return type
form_990
Tax year
2023
Filed
1 November 2024
IRS schema version
2023v5.1
Source object
202403109349302710

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