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Nonprofiteer
← ADVENTIST HEALTHCARE INC

Form 990 for tax year 2023

Filed by ADVENTIST HEALTHCARE INC.

Totals

Total revenue
$910,176,370
Total expenses
$867,358,233
Contributions and grants received
$12,145,270
Grants paid
$1,191,952
Program services expenses (Part IX)
$721,143,530
Management and general expenses
$144,392,004
Fundraising expenses
$1,822,699
Program service expenses (Part III)
$721,143,530

Program services were 83.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • TERRY FORDE

    PRESIDENT & CEO, AHC

    Total calculated
    $1,517,810
    From this org
    $1,448,232
    From related orgs
    $0
    Other
    $69,578
    Hours/week
    45 + 5 related

    Schedule J breakdown matched by us

    Base
    $1,009,512
    Bonus
    $226,933
    Other
    $211,787
    Deferred
    $30,000
    Nontaxable benefits
    $39,578
    Filer's total
    $1,517,810

  • MARISSA LESLIE MD

    BOARD(END 4/2023); SYS MED DIR,PSYCH

    Total calculated
    $328,635
    From this org
    $0
    From related orgs
    $304,123
    Other
    $24,512
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $273,118 related
    Bonus
    $0 + $29,692 related
    Other
    $0 + $1,313 related
    Deferred
    $0 + $15,284 related
    Nontaxable benefits
    $0 + $9,228 related
    Filer's total
    $0 + $328,635 related

  • LAURA KHANDAGLE MD

    BOARD MEMBER

    Total calculated
    $60,000
    From this org
    $60,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • BRETT GAMMA MD

    BOARD MEMBER

    Total calculated
    $40,000
    From this org
    $40,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • SAFY JOHN MD

    BOARD MEMBER

    Total calculated
    $28,000
    From this org
    $28,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • CYNTHIA PLATE MD

    BOARD MEMBER

    Total calculated
    $25,512
    From this org
    $25,512
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • EMMANUEL ASIEDU

    BOARD TREASURER

    Total calculated
    $12,000
    From this org
    $12,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • DAVID E WEIGLEY

    BOARD CHAIR

    Total calculated
    $11,683
    From this org
    $11,683
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • CELESTE RYAN BLYDEN

    BOARD SECRETARY

    Total calculated
    $6,236
    From this org
    $6,236
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • PAUL ALPUCHE ESQ

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JAMES BOYLE

    BOARD TERM END 4/2023

    Total calculated
    $0
    Hours/week
    1

  • ROBERT CLARKE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • FRANKLIN DAVID

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JANET DEVINNEY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • CHERYL KISUNZU

    BOARD TERM END 4/2023

    Total calculated
    $0
    Hours/week
    1

  • CHARLES TAPP

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • HENRY MOSLEY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JOHN SACKETT

    EVP & COO, AHC

    Total calculated
    $1,085,605
    From this org
    $1,014,008
    From related orgs
    $0
    Other
    $71,597
    Hours/week
    40 + 10 related

    Schedule J breakdown matched by us

    Base
    $593,349
    Bonus
    $127,698
    Other
    $292,961
    Deferred
    $30,000
    Nontaxable benefits
    $41,597
    Filer's total
    $1,085,605

  • KRISTEN PULIO

    SVP & CFO, AHC

    Total calculated
    $942,110
    From this org
    $764,576
    From related orgs
    $0
    Other
    $177,534
    Hours/week
    44 + 6 related

    Schedule J breakdown matched by us

    Base
    $508,210
    Bonus
    $103,619
    Other
    $152,747
    Deferred
    $169,280
    Nontaxable benefits
    $8,254
    Filer's total
    $942,110

  • ANITA JENKINS

    PRESIDENT,HOWARD UNIVERSITY HOSPITAL

    Total calculated
    $1,369,416
    From this org
    $1,321,616
    From related orgs
    $0
    Other
    $47,800
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $513,870
    Bonus
    $96,493
    Other
    $711,253
    Deferred
    $30,000
    Nontaxable benefits
    $17,800
    Filer's total
    $1,369,416

  • ANTHONY STAHL

    PRESIDENT, WOMC

    Total calculated
    $934,650
    From this org
    $750,174
    From related orgs
    $0
    Other
    $184,476
    Hours/week
    42 + 8 related

    Schedule J breakdown matched by us

    Base
    $465,960
    Bonus
    $121,581
    Other
    $162,633
    Deferred
    $159,581
    Nontaxable benefits
    $24,895
    Filer's total
    $934,650

  • DANIEL L COCHRAN

    PRESIDENT, SGMC

    Total calculated
    $930,121
    From this org
    $742,089
    From related orgs
    $0
    Other
    $188,032
    Hours/week
    44 + 6 related

    Schedule J breakdown matched by us

    Base
    $456,048
    Bonus
    $76,244
    Other
    $209,797
    Deferred
    $170,607
    Nontaxable benefits
    $17,425
    Filer's total
    $930,121

  • PATSY MCNEIL

    SVP, SYSTEM CHIEF MEDICAL OFFICER

    Total calculated
    $877,307
    From this org
    $719,578
    From related orgs
    $0
    Other
    $157,729
    Hours/week
    44 + 6 related

    Schedule J breakdown matched by us

    Base
    $478,423
    Bonus
    $78,794
    Other
    $162,361
    Deferred
    $146,659
    Nontaxable benefits
    $11,070
    Filer's total
    $877,307

  • BRENT REITZ

    PRESIDENT, POST-ACUTE CARE SRV, AHC

    Total calculated
    $801,354
    From this org
    $660,540
    From related orgs
    $0
    Other
    $140,814
    Hours/week
    5 + 45 related

    Schedule J breakdown matched by us

    Base
    $427,586
    Bonus
    $78,905
    Other
    $154,049
    Deferred
    $116,000
    Nontaxable benefits
    $24,814
    Filer's total
    $801,354

  • PAUL MASSIMIANO MD

    PHYSICIAN

    Total calculated
    $1,203,585
    From this org
    $1,147,767
    From related orgs
    $0
    Other
    $55,818
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $1,142,666
    Bonus
    $0
    Other
    $5,101
    Deferred
    $30,000
    Nontaxable benefits
    $25,818
    Filer's total
    $1,203,585

  • SHERIF SELIM MD

    PHYSICIAN

    Total calculated
    $1,203,255
    From this org
    $1,158,485
    From related orgs
    $0
    Other
    $44,770
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $688,377
    Bonus
    $468,366
    Other
    $1,742
    Deferred
    $21,053
    Nontaxable benefits
    $23,717
    Filer's total
    $1,203,255

  • JONATHAN RHEE MD

    PHYSICIAN

    Total calculated
    $1,130,191
    From this org
    $1,081,920
    From related orgs
    $0
    Other
    $48,271
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $658,696
    Bonus
    $420,920
    Other
    $2,304
    Deferred
    $20,500
    Nontaxable benefits
    $27,771
    Filer's total
    $1,130,191

  • STEVEN BOYCE MD

    PHYSICIAN

    Total calculated
    $851,553
    From this org
    $847,454
    From related orgs
    $0
    Other
    $4,099
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $159,206
    Bonus
    $0
    Other
    $688,248
    Deferred
    $173
    Nontaxable benefits
    $3,926
    Filer's total
    $851,553

  • DENNIS FRIEDMAN MD

    PHYSICIAN

    Total calculated
    $836,237
    From this org
    $796,815
    From related orgs
    $0
    Other
    $39,422
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $675,120
    Bonus
    $98,169
    Other
    $23,526
    Deferred
    $26,988
    Nontaxable benefits
    $12,434
    Filer's total
    $836,237

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

  • 1a · Housing allowance or residence for personal use
  • 1a · Health or social club dues or initiation fees
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 1A
HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE: AS PART OF A RELOCATION PLAN TO THE WASHINGTON, DC AREA, ADVENTIST HEALTHCARE, INC. AND ANITA JENKINS, THE PRESIDENT OF HOWARD UNIVERSITY HOSPITAL, ENTERED INTO A JOINT OWNERSHIP ARRANGEMENT OF A RESIDENTIAL PROPERTY IN THE DISTRICT OF COLUMBIA TO BE USED AS MS. JENKINS' RESIDENCE. THIS ARRANGEMENT WAS ENTERED ON JUNE 1, 2020. ADVENTIST HEALTHCARE CONTRIBUTED HALF THE PROPERTY'S PURCHASE PRICE THROUGH A SINGLE MEMBER LIMITED LIABILITY COMPANY, AND MS. JENKINS PURCHASED THE OTHER HALF PERSONALLY. FOR THE DURATION OF OCCUPANCY, ADVENTIST HEALTHCARE INCLUDES ON MS. JENKINS' FORM W2, AS IMPUTED INCOME, THE FAIR MARKET RENTAL VALUE OF THE PROPERTY ATTRIBUTABLE TO ADVENTIST HEALTHCARE'S OWNERSHIP. HEALTH OR SOCIAL CLUB DUES OR INITIATION FEES: ADVENTIST HEALTHCARE OWNS A CORPORATE MEMBERSHIP AT A LOCAL GOLF CLUB. THROUGH THE CORPORATE LEVEL MEMBERSHIP, FOUR ADVENTIST HEALTHCARE EXECUTIVES ARE DESIGNATED TO USE THE MEMBERSHIP IN ORDER TO ADVANCE VARIOUS ADVENTIST HEALTHCARE BUSINESS INTERESTS (RECRUITING, NETWORKING, ETC.). ADVENTIST HEALTHCARE PAYS THE EXECUTIVES A MONTHLY ALLOWANCE AS ADDITIONAL COMPENSATION TO COVER THE MONTHLY MEMBERSHIP DUES, WHICH THE EXECUTIVE PAYS THEMSELVES. THE MONTHLY ALLOWANCES ARE REPORTED AS TAXABLE COMPENSATION.
PART I, LINE 3
PAY PRACTICE: ADVENTIST HEALTHCARE UTILIZES A SINGLE EMPLOYER ID FOR ALL ITS AFFILIATED ENTITIES FOR EMPLOYMENT PURPOSES. AS SUCH, ACTUAL COMPENSATION AND BENEFITS ARE CHARGED TO THE RESPECTIVE ENTITIES AND THE RESULTING COMPENSATION AND BENEFITS ARE REPORTED ON EACH AFFILIATE'S IRS FORM 990 AS IF PAID DIRECTLY BY SUCH AFFILIATE. AS APPLICABLE, THE SAME AND NON-ADDITIVE COMPENSATION AND EMPLOYMENT BENEFIT PLAN CONTRIBUTION AMOUNTS WERE ALSO DISCLOSED IN THE ADVENTIST HEALTHCARE INC. RELATED ENTITIES' RETURNS. INDEPENDENT GUIDELINES: WHEN SETTING COMPENSATION FOR THE OFFICERS, DIRECTORS, TRUSTEES, KEY EMPLOYEES, AND THE HIGHEST COMPENSATED EMPLOYEES, ADVENTIST HEALTHCARE FULLY COMPLIES WITH THE PROCEDURAL SAFEGUARDS EMBODIED IN IRS REGULATIONS. COMPENSATION FOR ADVENTIST HEALTHCARE OFFICERS, DIRECTORS, TRUSTEES, AND SENIOR EXECUTIVES IS ENTIRELY SET BY A COMMITTEE OF ADVENTIST HEALTHCARE BOARD OF TRUSTEES. IN SETTING COMPENSATION, THIS COMMITTEE RELIES UPON MARKET COMPARABILITY DATA PROVIDED BY AN INDEPENDENT OUTSIDE COMPENSATION CONSULTANT WHO PROVIDES A SUMMARY OF HEALTH CARE SALARIES AND BENEFITS FOR COMPARABLE SIZED ORGANIZATIONS BOTH NATIONALLY AND IN THE ADVENTIST HEALTHCARE REGION. TO FURTHER ENSURE REASONABLENESS, BOTH COMPENSATION AND BENEFITS ARE TARGETED AT THE 50TH PERCENTILE (OR MEDIAN) OF THE MARKET.
PART I, LINE 4B
CERTAIN EMPLOYEES RECEIVED COMPENSATION FROM A DISTRIBUTION UNDER AN EXECUTIVE RETENTION 457F PLAN, WHICH BECAME EFFECTIVE ON JANUARY 1, 2015. PRE-TAX CONTRIBUTIONS ARE ACCUMULATED ANNUALLY AND ARE DISTRIBUTED ON JANUARY 1ST OF THE 2ND YEAR, IF STILL EMPLOYED, OR SOONER BASED ON CERTAIN EXCEPTIONS. THERE IS TYPICALLY A 2-YEAR DEFERRAL PERIOD BEFORE PAYMENTS ARE RELEASED. CONTRIBUTIONS ACCUMULATED IN 2021 WERE GENERALLY DISTRIBUTED ON JANUARY 1, 2023 IF THE EXECUTIVE IS THEN EMPLOYED AND CONTRIBUTIONS ACCUMULATED IN 2022 WILL GENERALLY BE DISTRIBUTED ON JANUARY 1, 2024 IF THE EXECUTIVE IS THEN EMPLOYED. AMOUNTS LISTED UNDER PART II, COLUMN F INCLUDE PAYOUT AMOUNTS WHICH WERE CONSIDERED DEFERRED COMPENSATION FROM THE 457F PLAN IN OUR PRIOR YEAR RETURNS AND THESE AMOUNTS ARE NOW BEING SHOWN UNDER THE OTHER REPORTABLE INCOME, COLUMN B (III). THE ADVENTIST HEALTHCARE EXECUTIVE RETENTION PLAN PAYS CERTAIN PARTICIPANTS THEIR RETIREMENT PAYMENTS IN DIRECT CASH, RATHER THAN RETENTION BENEFITS OF DEFERRED CASH, AFTER ATTAINING THE PLAN'S RETIREMENT AGE. THE FOLLOWING EXECUTIVES RECEIVED SUPPLEMENTAL RETIREMENT PAYMENTS UNDER THIS PLAN FEATURE: JOHN SACKETT: $168,637 RETIREMENT AGE PAYMENT; ANITA JENKINS: $121,727 RETIREMENT AGE PAYMENT. THE FOLLOWING EMPLOYEE RECEIVED A PAYOUT OF THEIR ENTIRE ACCRUED BENEFIT UNDER THE SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP), DUE TO HAVING COMPLETED THE NECESSARY YEARS OF SERVICE AND ATTAINING THE NECESSARY AGE FOR VESTING AND PAYMENT. ANITA JENKINS: $518,000.
PART I, LINE 7
THE ANNUAL INCENTIVE COMPENSATION INCLUDES PAYMENTS BASED ON SATISFACTION OF PRE-DETERMINED PERFORMANCE TARGETS SUCH AS QUALITY/PATIENT SAFETY GOALS, EMPLOYEE AND PATIENT ENGAGEMENT GOALS, ORGANIZATIONAL GROWTH, AND FINANCIAL PERFORMANCE, AMONG OTHER THINGS. THE ANNUAL INCENTIVE COMPENSATION APPLIES TO DIRECTORS AND ABOVE.
SUPPLEMENTAL INFORMATION:
OTHER REPORTABLE COMPENSATION INCLUDES RETENTION PAYMENTS AND LUMP-SUM ADJUSTMENTS IN LIEU OF THE ACROSS-THE-BOARD INCREASE (FOR EMPLOYEES WHO ARE AT OR REACH THE RANGE MAXIMUM FOR THEIR POSITION). OTHER REPORTABLE COMPENSATION ALSO INCLUDES LONG-TERM DISABILITY COVERAGE, CELL PHONE ALLOWANCES, CASH-OUT OF UNUSED PAID TIME OFF (PTO) HOURS, IMPUTED VALUE OF LIFE INSURANCE COVERAGE, AND SEVERANCE, AS APPLICABLE. CERTAIN EXECUTIVES CAN ALSO RECEIVE REPORTABLE COMPENSATION THROUGH A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) ONCE THEY HAVE VESTED IN THE PLAN. NON-TAXABLE BENEFITS INCLUDES PRE-TAX PAYROLL DEDUCTIONS (SUCH AS FLEXIBLE MEDICAL SPENDING, DEPENDENT CARE, AND EMPLOYEE HEALTH BENEFIT PREMIUMS), AND THE EMPLOYER PORTION OF CERTAIN EMPLOYEE BENEFITS SUCH AS HEALTH INSURANCE, DENTAL INSURANCE, VISION INSURANCE, AND LIFE INSURANCE, ETC.

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

  • COLUMBIA UNION CONFERENCE

    $225,000

    CONTRIBUTION TOWARDS PURPOSE OF MISSION WORK, YOUTH MINISTRY AND HEALTH AND WELLNESS OUTREACH.

  • U S DREAM ACADEMY INC

    $132,457

    PROJECT TO SUPPORT DREAM KIDS IN A VIRTUAL MENTORING ENVIRONMENT TO BE SUCCESSFUL IN SCHOOL WITH A COLLEGE AND CAREER READINESS FOCUS. DONATION TO THE DREAM ACADEMY TO HELP OUR NATION'S CHILDREN REACH FOR THEIR DREAMS. THROUGH ACADEMIC, SOCIAL, AND VALUES ENRICHMENT, THE DREAM ACADEMY EMPOWERS THOSE CHILDREN MOST AT RISK OF INCARCERATION TO BELIEVE IN THEMSELVES AND TO SUCCEED.

  • DANA-FARBER CANCER INSTITUTE INC

    $92,809

    TO PROVIDE ADULTS AND CHILDREN WITH CANCER WITH THE BEST TREATMENT AVAILABLE TODAY WHILE DEVELOPING TOMORROW'S CURES THROUGH CUTTING-EDGE RESEARCH.

  • UNITY HEALTH CARE INC

    $50,000

    TO PROVIDE COMPASSIONATE, COMPREHENSIVE, HIGH-QUALITY HEALTH CARE THAT IS ACCESSIBLE TO ALL AND ADVANCES HEALTH EQUITY IN WASHINGTON, D.C.

  • TAKOMA ACADEMY

    $40,000

    TO HELP ENHANCE THE STEM PROGRAM AT TAKOMA ACADEMY.

  • IDENTITY

    $25,000

    TO SUPPORT THE COMMUNITY MENTAL HEALTH PROGRAM, WHICH HELPS YOUNG PEOPLE AND FAMILIES MANAGE THE TREMENDOUS MENTAL HEALTH IMPACTS OF TRAUMA (INCLUDING COVID-19 TRAUMAS AND THOSE SPECIFIC TO IMMIGRATION AND SEPARATION/REUNIFICATION).

  • CARE FOR YOUR HEALTH INC

    $25,000

    WITH THIS FUNDING WE EXPECT TO SERVE ADULTS IN PRINCE GEORGE'S COUNTY THAT HAVE NO MEANS TO PAY FOR THEIR MEDICAL CARE.

  • BIOHEALTH INNOVATION INC

    $25,000

    TO PROVIDE CONTRIBUTION TOWARDS RESEARCH.

  • WASHINGTON ADVENTIST UNIVERSITY

    $25,000

    WAU MUSIC DEPARTMENT, PARTICIPATION IN 2023 AHC MIM CONFERENCE & WAU ANNUAL VISIONARY GALA WHICH SUPPORTS SCHOLARSHIPS FOR THEIR NURSING PROGRAM

  • MONTGOMERY COUNTY GOVERNMENT

    $22,625

    TO SUPPORT THE HEALTHY MONTGOMERY COMMUNITY HEALTH IMPROVEMENT PROCESS, WHICH IS A COMMUNITY-BASED EFFORT TO IMPROVE THE HEALTH AND WELL-BEING OF MONTGOMERY COUNTY RESIDENTS THAT IS SUPPORTED BY THE HEALTHY MONTGOMERY WEBSITE.

The 10 largest by cash amount. The API serves every itemized grant.

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.

Provenance

Return type
form_990
Tax year
2023
Filed
14 November 2024
IRS schema version
2023v5.1
Source object
202403199349316105

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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