Totals
- Total revenue
- $175,030,435
- Total expenses
- $186,594,194
- Contributions and grants received
- $0
- Grants paid
- $0
- Program services expenses (Part IX)
- $181,858,016
- Management and general expenses
- $4,736,178
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $181,858,016
Program services were 97.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
Maycock Adam
Director (End 12/24)
- Total calculated
- $829,764
- From this org
- $0
- From related orgs
- $723,502
- Other
- $106,262
- Hours/week
- 0.1 + 50 related
Schedule J breakdown matched by us
- Base
- $0 + $473,031 related
- Bonus
- $0 + $165,486 related
- Other
- $0 + $84,985 related
- Deferred
- $0 + $68,058 related
- Nontaxable benefits
- $0 + $38,204 related
- Filer's total
- $0 + $829,764 related
-
Lewis MD Greg
Director
- Total calculated
- $640,374
- From this org
- $616,589
- From related orgs
- $0
- Other
- $23,785
- Hours/week
- 50 + 0.1 related
Schedule J breakdown matched by us
- Base
- $451,348
- Bonus
- $155,833
- Other
- $9,408
- Deferred
- $19,800
- Nontaxable benefits
- $3,985
- Filer's total
- $640,374
-
MacCarroll-Wright Elise
Director (Beg 1/25)
- Total calculated
- $0
- Hours/week
- 0.1 + 50 related
-
Radivojevic Vladimir
Director (End 1/25)
- Total calculated
- $559,480
- From this org
- $0
- From related orgs
- $452,360
- Other
- $107,120
- Hours/week
- 0.1 + 50 related
Schedule J breakdown matched by us
- Base
- $0 + $316,504 related
- Bonus
- $0 + $81,954 related
- Other
- $0 + $53,902 related
- Deferred
- $0 + $71,715 related
- Nontaxable benefits
- $0 + $35,405 related
- Filer's total
- $0 + $559,480 related
-
Liu MD John
Director
- Total calculated
- $523,541
- From this org
- $491,959
- From related orgs
- $0
- Other
- $31,582
- Hours/week
- 50 + 0.1 related
Schedule J breakdown matched by us
- Base
- $363,446
- Bonus
- $90,564
- Other
- $37,949
- Deferred
- $21,450
- Nontaxable benefits
- $10,132
- Filer's total
- $523,541
-
Kuhlman MD Geoffrey
Director
- Total calculated
- $504,503
- From this org
- $463,611
- From related orgs
- $0
- Other
- $40,892
- Hours/week
- 50 + 0.1 related
Schedule J breakdown matched by us
- Base
- $376,919
- Bonus
- $74,124
- Other
- $12,568
- Deferred
- $21,450
- Nontaxable benefits
- $19,442
- Filer's total
- $504,503
-
Nelson MD Kenneth
Director/Chairperson
- Total calculated
- $487,155
- From this org
- $448,370
- From related orgs
- $0
- Other
- $38,785
- Hours/week
- 50 + 0.1 related
Schedule J breakdown matched by us
- Base
- $366,435
- Bonus
- $45,447
- Other
- $36,488
- Deferred
- $18,150
- Nontaxable benefits
- $20,635
- Filer's total
- $487,155
-
Tkachuck Dave
Director (Beg 1/25)
- Total calculated
- $0
- Hours/week
- 0.1 + 50 related
-
Ragusa Kathleen
Director/President
- Total calculated
- $371,616
- From this org
- $0
- From related orgs
- $343,391
- Other
- $28,225
- Hours/week
- 50 + 0.1 related
Schedule J breakdown matched by us
- Base
- $0 + $259,332 related
- Bonus
- $0 + $47,158 related
- Other
- $0 + $36,901 related
- Deferred
- $0 + $18,225 related
- Nontaxable benefits
- $0 + $10,000 related
- Filer's total
- $0 + $371,616 related
-
Choudhury Seleem
Director (Beg 6/25)
- Total calculated
- $0
- Hours/week
- 0.1 + 50 related
-
Valaitis MD Sandra
Director
- Total calculated
- $0
- Hours/week
- 0.1 + 1.1 related
-
Amin MD Beejal
Physician
- Total calculated
- $1,248,705
- From this org
- $1,216,840
- From related orgs
- $0
- Other
- $31,865
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $1,208,006
- Bonus
- $0
- Other
- $8,834
- Deferred
- $0
- Nontaxable benefits
- $31,865
- Filer's total
- $1,248,705
-
Barkatullah MD Sameer
Physician
- Total calculated
- $1,038,459
- From this org
- $981,515
- From related orgs
- $0
- Other
- $56,944
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $962,306
- Bonus
- $12,257
- Other
- $6,952
- Deferred
- $19,800
- Nontaxable benefits
- $37,144
- Filer's total
- $1,038,459
-
Lertsburapa MD Keith
Physician
- Total calculated
- $1,004,112
- From this org
- $968,836
- From related orgs
- $0
- Other
- $35,276
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $374,294
- Bonus
- $590,000
- Other
- $4,542
- Deferred
- $19,800
- Nontaxable benefits
- $15,476
- Filer's total
- $1,004,112
-
Dalal MD Jay
Physician
- Total calculated
- $904,878
- From this org
- $857,801
- From related orgs
- $0
- Other
- $47,077
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $843,098
- Bonus
- $2,583
- Other
- $12,120
- Deferred
- $18,150
- Nontaxable benefits
- $28,927
- Filer's total
- $904,878
-
Spratford MD Eric
Physician
- Total calculated
- $890,321
- From this org
- $840,827
- From related orgs
- $0
- Other
- $49,494
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $751,691
- Bonus
- $82,124
- Other
- $7,012
- Deferred
- $18,150
- Nontaxable benefits
- $31,344
- Filer's total
- $890,321
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
- 4b · Supplemental nonqualified retirement plan
Answered no
- 4a · Severance or change-of-control payment
- 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 CEO of the filing organization is appointed and compensated by Adventist Health System Sunbelt Healthcare Corporation (AHSSHC). The CEO is provided to the filing organization pursuant to the Master Management Agreement between AHSSHC and UCMC. Compensation and benefits provided to this individual are determined pursuant to policies, procedures, and processes of AHSSHC that are designed to ensure compliance with the intermediate sanctions laws as set forth in IRC Section 4958. AHSSHC has taken steps to ensure that processes are in place to satisfy the rebuttable presumption of reasonableness standard as set forth in Treasury Regulation Section 53.4958-6 with respect to its active executive-level positions. The AHSSHC Board Compensation Committee (the Committee) serves as the governing body for all executive compensation matters. The Committee is composed of certain members of the Board of Directors (the Board) of AHSSHC. Voting members of the Committee include only individuals who serve on the Board as independent representatives, who hold no employment positions with AHSSHC and who do not have relationships with any of the individuals whose compensation is under their review that impacts their best independent judgment as fiduciaries of AHSSHC. The Committee's role is to review and approve all components of the executive compensation plan of AHSSHC. As an independent governing body with respect to executive compensation, it should be noted that the Committee will often confer in executive sessions on matters of compensation policy and policy changes. In such executive sessions, no members of management of AHSSHC are present, other than the Chief People Officer, who remains at the request of the Chairman/committee to provide assistance/information as needed. The Committee is advised by an independent third-party compensation advisor. This advisor prepares all the benchmark studies for the Committee. Compensation levels are benchmarked with a national peer group of other not-for-profit healthcare systems and hospitals of similar size and complexity to AdventHealth and each of its affiliated entities. The following principles guide the establishment of individual executive compensation: - The salary of the President/CEO of AdventHealth will not exceed the 50th percentile of comparable salaries paid by similarly situated organizations; and - Other executive salaries shall be established using market medians. The compensation philosophy, policies, and practices of AHSSHC are consistent with the organization's faith-based mission and conform to applicable laws, regulations, and business practices. As a faith-based organization sponsored by the Seventh-day Adventist Church (the Church), AHSSHC's philosophy and principles with respect to its executive compensation practices reflect the conservative approach of the Church's mission of service and were developed in counsel with the Church's leadership.
- Part I, Line 4b
- Pursuant to the Affiliation Agreement between AHSSHC and UCMC, the individuals listed in Part VII include individuals who are compensated by AHSSHC as Manager. Accordingly, the supplemental non-qualified retirement plans sponsored by AHSSHC are discussed below. This is the section for the plans of AHSSHC: The officers and key employees listed in Part VII are provided to the filing organization by Adventist Health System Sunbelt Healthcare Corporation (AHSSHC) pursuant to the Master Management Agreement. The executive management team provided to the filing organization participates in the supplemental executive retirement plans sponsored by AHSSHC. The supplemental executive retirement plans are described below and includes all plans in which there were any participants in 2024. 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. Contribution credits will be made each quarter in 25% increments with reductions in contributions if the executive is also a grandfathered FLEX participant (see below). 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 II Plan: The SERP II plan is a defined benefit, non-tax-qualified deferred compensation plan for certain executives who have provided lengthy service to AdventHealth and/or to other Seventh-day Adventist Church hospitals or health care institutions. Under the provisions of the SERP II plan, benefits are provided to qualifying executive participants on a pro-rata schedule beginning with 20 years of service as an employee of AdventHealth and/or another hospital or health care institution controlled by the Seventh-day Adventist Church and who satisfy certain other qualifying criteria. Eligible employees are restricted to those executives who, as of January 1, 2020, satisfied, or if employment continues, will satisfy the eligibility requirements of SERP II prior to December 31, 2027. This supplemental executive retirement plan (SERP II) was designed to provide eligible executives with the economic equivalent of an annual income beginning at normal retirement age equal to 60% of the average of the participant's three, five or seven highest years of base salary from AdventHealth active employment inclusive of income from all other Seventh-day Adventist Church healthcare employer-financed retirement income sources and investment income earned on those contributions through social security normal retirement age as defined in the plan. The number of years included in highest average compensation is determined by the individual's year of entry to SERP II and by the individual's year of entry to the AdventHealth Executive FLEX Benefit Program. FLEX Plan: The Flex Plan was originally designed to provide eligible executives an opportunity to select from among a variety of supplemental benefits, including a split dollar life insurance policy and long-term care insurance, to individually tailor a benefits program appropriate to each executive's needs. In 2020, the Flex Plan was amended to exclude employed executives who are hired or promoted after a certain date from being eligible to participate in the Flex Plan except for certain insurance coverage features of the plan. The Flex Plan provides eligible participants a pre-determined benefits allowance credit that is equal to a percentage of the executive's base pay from which the cost of mandatory and elective employee benefits is deducted. The benefits allowance credit percentage for any plan year shall not be greater than the maximum dollar amount or the percentage of compensation as determined by the AdventHealth Benefits Administration Committee. For grandfathered eligible employees, the annual pre-determined Flex allowance is contributed and any funds that remain after the cost of mandatory and elective benefits are subtracted are, at the employee's option, contributed to either an IRC 457(f) deferred compensation account or to an IRC 457(b) eligible deferred compensation plan. Upon attainment of age 65, all previous 457(f) deferred amounts are paid immediately to the participant and any future employer contributions are made quarterly from the Plan directly to the participant. The Plan provides for a class year vesting schedule (2 years for each class year) with respect to amounts accumulated in the executive's 457(f) deferred compensation account. Distributions could also be made from the executive's 457(f) deferred compensation account upon attainment of age 65 or upon an involuntary separation. The account will be forfeited by the executive upon a voluntary separation. With respect to grandfathered participants, the Flex Plan documents define eligible employees to include the Chief Executive Officers of AdventHealth entities and Vice Presidents of all AdventHealth entities whose base salary was at least equal to the Internal Revenue Code Section 401(a)(17) compensation limit each year. FLEX Plan FLEX Plan SERP III SERP III Contr. Distr.* Contr. Distr Maycock,Adam $ 0 $ 0 $79,549 $18,391 Radivojevic,Vladimir $ 0 $ 0 $53,199 $ 0 * 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
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 BOLINGBROOK HOSPITAL
501(c)(3) Public Cha · HOSPITAL · IL · controlled entity
Directly controlled by ADVENTIST MIDWEST HEALTH
-
501(c)(3) Public Cha · HOSPITAL · IL · controlled entity
Directly controlled by ADVENTIST MIDWEST HEALTH
-
501(c)(3) Public Cha · PHYSICIAN PRACTICES · IL · controlled entity
Directly controlled by ADVENTIST MIDWEST HEALTH
-
501(c)(3) Public Cha · 2 HOSPITALS · IL
-
501(c)(3) Public Cha · PHYSICIAN PRACTICES · IL · controlled entity
Directly controlled by ADVENTIST MIDWEST HEALTH
-
501(c)(3) Public Cha · EMPLOYEE LEASING · IL
-
501(c)(3) Public Cha · FUND-RAISING FOR TAX-EXEMPT HOSPITAL · IL
Directly controlled by MIDWEST HEALTH FOUNDATION
-
501(c)(3) Public Cha · FUND-RAISING FOR TAX-EXEMPT HOSPITAL · IL
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 22 May 2026
- IRS schema version
- 2024v5.5
- Source object
- 202631429349300423
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