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Nonprofiteer
← ADVENTIST HEALTH FOUNDATION

Form 990 for tax year 2024

Filed by ADVENTIST HEALTH FOUNDATION.

Totals

Total revenue
$219,996
Total expenses
$126,532
Contributions and grants received
$73,535
Grants paid
$58,653
Program service revenue
$0
Investment income
$146,461
Other revenue
$0
Total assets, end of year
$4,531,009
Total liabilities, end of year
$203,552
Net assets or fund balances, end of year
$4,327,457
Program services expenses (Part IX)
$69,903
Management and general expenses
$39,276
Fundraising expenses
$17,353
Program service expenses (Part III)
$69,903

Program services were 55.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

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

    Dir/Vice Chair/COO/Pres as of 07/24

    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
  • Beaman John

    Director/CFO

    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
  • Bryan William - DirPres

    Chief Mission Officer thru 06/24

    Total calculated
    $535,847
    From this org
    $0
    From related orgs
    $503,345
    Other
    $32,502
    Hours/week
    12.5 + 37.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $300,230 related
    Bonus
    $0 + $193,557 related
    Other
    $0 + $9,558 related
    Deferred
    $0 + $6,648 related
    Nontaxable benefits
    $0 + $25,854 related
    Filer's total
    $0 + $535,847 related
  • Jobe Meredith

    Secretary

    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
  • Champlin Christopher

    Former President thru 03/22

    Total calculated
    $996,308
    From this org
    $0
    From related orgs
    $938,333
    Other
    $57,975
    Hours/week
    0 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $690,000 related
    Bonus
    $0 + $155,763 related
    Other
    $0 + $92,570 related
    Deferred
    $0 + $13,296 related
    Nontaxable benefits
    $0 + $44,679 related
    Filer's total
    $0 + $996,308 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

  • 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 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, Line 4b
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

  • Ria Collaboratives

    $29,250

    Community development and outreach

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.

Related corporations and trusts

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

Provenance

Return type
form_990
Tax year
2024
Filed
6 November 2025
IRS schema version
2024v5.2
Source object
202543109349304084

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