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Nonprofiteer
← ADVENTIST HEALTH DELANO

Form 990 for tax year 2022

Filed by ADVENTIST HEALTH DELANO.

Totals

Total revenue
$91,665,731
Total expenses
$115,806,559
Contributions and grants received
$499,353
Grants paid
$450,779
Program service revenue
$83,985,930
Investment income
$7,180,448
Other revenue
$0
Total assets, end of year
$163,236,471
Total liabilities, end of year
$34,202,798
Net assets or fund balances, end of year
$129,033,673
Program services expenses (Part IX)
$95,802,642
Management and general expenses
$19,973,581
Fundraising expenses
$30,336
Program service expenses (Part III)
$95,802,642

Program services were 82.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Wing Bill

    Dir/Asst Secr/Vice Chair thru 01/22

    Total calculated
    $2,567,666
    From this org
    $0
    From related orgs
    $2,511,347
    Other
    $56,319
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $263,334 related
    Bonus
    $0 + $662,638 related
    Other
    $0 + $1,585,375 related
    Deferred
    $0 + $12,220 related
    Nontaxable benefits
    $0 + $44,099 related
    Filer's total
    $0 + $2,567,666 related

  • Heinrich Kerry

    Dir/Chair/CEO as of 01/22

    Total calculated
    $2,206,508
    From this org
    $0
    From related orgs
    $2,131,443
    Other
    $75,065
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,817,710 related
    Bonus
    $0 + $76 related
    Other
    $0 + $313,657 related
    Deferred
    $0 + $12,220 related
    Nontaxable benefits
    $0 + $62,845 related
    Filer's total
    $0 + $2,206,508 related

  • Hofheins Todd

    Dir/Vice Chair/COO as of 01/22

    Total calculated
    $2,043,931
    From this org
    $0
    From related orgs
    $1,971,652
    Other
    $72,279
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,358,421 related
    Bonus
    $0 + $376,216 related
    Other
    $0 + $237,015 related
    Deferred
    $0 + $12,220 related
    Nontaxable benefits
    $0 + $60,059 related
    Filer's total
    $0 + $2,043,931 related

  • Jahn Andrew

    Care Division President thru 02/22

    Total calculated
    $1,483,639
    From this org
    $0
    From related orgs
    $1,409,539
    Other
    $74,100
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,047,840 related
    Bonus
    $0 + $349,414 related
    Other
    $0 + $12,285 related
    Deferred
    $0 + $12,220 related
    Nontaxable benefits
    $0 + $61,880 related
    Filer's total
    $0 + $1,483,639 related

  • Beaman John

    CFO/Asst Secretary as of 01/22

    Total calculated
    $1,419,572
    From this org
    $0
    From related orgs
    $1,361,096
    Other
    $58,476
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,047,636 related
    Bonus
    $0 + $298,600 related
    Other
    $0 + $14,860 related
    Deferred
    $0 + $12,220 related
    Nontaxable benefits
    $0 + $46,256 related
    Filer's total
    $0 + $1,419,572 related

  • Nahapetian Arby - Care

    Division Medical Officer thru 02/22

    Total calculated
    $1,402,648
    From this org
    $0
    From related orgs
    $1,334,111
    Other
    $68,537
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $927,049 related
    Bonus
    $0 + $234,212 related
    Other
    $0 + $172,850 related
    Deferred
    $0 + $12,220 related
    Nontaxable benefits
    $0 + $56,317 related
    Filer's total
    $0 + $1,402,648 related

  • Stevens Eric - Care Division

    Operations Executive thru 02/22

    Total calculated
    $1,378,159
    From this org
    $0
    From related orgs
    $1,315,314
    Other
    $62,845
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $896,507 related
    Bonus
    $0 + $250,602 related
    Other
    $0 + $168,205 related
    Deferred
    $0 + $12,220 related
    Nontaxable benefits
    $0 + $50,625 related
    Filer's total
    $0 + $1,378,159 related

  • Spenst Brett - Care Division

    Finance Officer thru 02/22

    Total calculated
    $1,358,925
    From this org
    $0
    From related orgs
    $1,322,824
    Other
    $36,101
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $817,612 related
    Bonus
    $0 + $416,845 related
    Other
    $0 + $88,367 related
    Deferred
    $0 + $12,220 related
    Nontaxable benefits
    $0 + $23,881 related
    Filer's total
    $0 + $1,358,925 related

  • Reiner Scott

    Former Dir/Chair/CEO thru 12/21

    Total calculated
    $1,258,725
    From this org
    $0
    From related orgs
    $1,222,073
    Other
    $36,652
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $348,458 related
    Bonus
    $0 + $870,709 related
    Other
    $0 + $2,906 related
    Deferred
    $0 + $12,220 related
    Nontaxable benefits
    $0 + $24,432 related
    Filer's total
    $0 + $1,258,725 related

  • Wolcott Daniel - Pres AHDL

    as of 06/22/President, Kern County

    Total calculated
    $1,071,573
    From this org
    $0
    From related orgs
    $1,012,234
    Other
    $59,339
    Hours/week
    16.7 + 33.3 related

    Schedule J breakdown matched by us

    Base
    $0 + $710,493 related
    Bonus
    $0 + $185,232 related
    Other
    $0 + $116,509 related
    Deferred
    $0 + $12,220 related
    Nontaxable benefits
    $0 + $47,119 related
    Filer's total
    $0 + $1,071,573 related

  • Jobe Meredith

    Secretary

    Total calculated
    $969,220
    From this org
    $0
    From related orgs
    $930,036
    Other
    $39,184
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $639,741 related
    Bonus
    $0 + $154,687 related
    Other
    $0 + $135,608 related
    Deferred
    $0 + $12,220 related
    Nontaxable benefits
    $0 + $26,964 related
    Filer's total
    $0 + $969,220 related

  • Butler David

    President thru 05/22

    Total calculated
    $734,045
    From this org
    $0
    From related orgs
    $663,483
    Other
    $70,562
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $222,193 related
    Bonus
    $0 + $102,825 related
    Other
    $0 + $338,465 related
    Deferred
    $0 + $12,220 related
    Nontaxable benefits
    $0 + $58,342 related
    Filer's total
    $0 + $734,045 related

  • Cox Shane

    Finance Officer

    Total calculated
    $665,183
    From this org
    $0
    From related orgs
    $603,950
    Other
    $61,233
    Hours/week
    12.5 + 37.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $453,330 related
    Bonus
    $0 + $84,316 related
    Other
    $0 + $66,304 related
    Deferred
    $0 + $12,220 related
    Nontaxable benefits
    $0 + $49,013 related
    Filer's total
    $0 + $665,183 related

  • Longo James

    Compliance Officer/IS Director

    Total calculated
    $573,653
    From this org
    $0
    From related orgs
    $484,543
    Other
    $89,110
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $349,712 related
    Bonus
    $0 + $85,526 related
    Other
    $0 + $49,305 related
    Deferred
    $0 + $12,220 related
    Nontaxable benefits
    $0 + $76,890 related
    Filer's total
    $0 + $573,653 related

  • Cantrell Misty - Former

    Chief Nursing Officer thru 05/21

    Total calculated
    $572,104
    From this org
    $0
    From related orgs
    $507,425
    Other
    $64,679
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $270,061 related
    Bonus
    $0 + $61,401 related
    Other
    $0 + $175,963 related
    Deferred
    $0 + $12,220 related
    Nontaxable benefits
    $0 + $52,459 related
    Filer's total
    $0 + $572,104 related

  • Van Housen Heather

    Patient Care Executive

    Total calculated
    $513,940
    From this org
    $0
    From related orgs
    $449,472
    Other
    $64,468
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $335,014 related
    Bonus
    $0 + $71,572 related
    Other
    $0 + $42,886 related
    Deferred
    $0 + $12,220 related
    Nontaxable benefits
    $0 + $52,248 related
    Filer's total
    $0 + $513,940 related

  • Ghaffari Bahram

    President thru 12/19

    Total calculated
    $482,546
    From this org
    $0
    From related orgs
    $429,184
    Other
    $53,362
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $429,184 related
    Deferred
    $0 + $12,220 related
    Nontaxable benefits
    $0 + $41,142 related
    Filer's total
    $0 + $482,546 related

  • Hutcheson Walter - Former Treas

    /Asst Secr/Fin Officer thru 10/21

    Total calculated
    $410,011
    From this org
    $0
    From related orgs
    $319,723
    Other
    $90,288
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $247,790 related
    Bonus
    $0 + $45,095 related
    Other
    $0 + $26,838 related
    Deferred
    $0 + $9,592 related
    Nontaxable benefits
    $0 + $80,696 related
    Filer's total
    $0 + $410,011 related

  • Eller Jeff

    Former Vice Chair thru 07/21

    Total calculated
    $405,370
    From this org
    $0
    From related orgs
    $352,684
    Other
    $52,686
    Hours/week
    1 + 8 related

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0 + $177,886 related
    Other
    $0 + $174,798 related
    Deferred
    $0 + $5,337 related
    Nontaxable benefits
    $0 + $47,349 related
    Filer's total
    $0 + $405,370 related

  • Tuhin Emmalyn

    RN Supervisor

    Total calculated
    $322,030
    From this org
    $249,261
    From related orgs
    $0
    Other
    $72,769
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $224,061
    Bonus
    $25,200
    Other
    $0
    Deferred
    $7,478
    Nontaxable benefits
    $65,291
    Filer's total
    $322,030

  • Agbayani Noha

    RN, House Supervisor

    Total calculated
    $310,992
    From this org
    $254,852
    From related orgs
    $0
    Other
    $56,140
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $228,093
    Bonus
    $26,400
    Other
    $359
    Deferred
    $7,646
    Nontaxable benefits
    $48,494
    Filer's total
    $310,992

  • Vicente Nora

    RN

    Total calculated
    $302,740
    From this org
    $238,507
    From related orgs
    $0
    Other
    $64,233
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $224,107
    Bonus
    $14,400
    Other
    $0
    Deferred
    $7,155
    Nontaxable benefits
    $57,078
    Filer's total
    $302,740

  • Advincula Linda

    RN II

    Total calculated
    $297,689
    From this org
    $250,067
    From related orgs
    $0
    Other
    $47,622
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $233,387
    Bonus
    $16,680
    Other
    $0
    Deferred
    $7,502
    Nontaxable benefits
    $40,120
    Filer's total
    $297,689

  • Monrian Terrence

    Pharmacy Director

    Total calculated
    $279,313
    From this org
    $269,201
    From related orgs
    $0
    Other
    $10,112
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $249,866
    Bonus
    $17,811
    Other
    $1,524
    Deferred
    $8,076
    Nontaxable benefits
    $2,036
    Filer's total
    $279,313

  • Freedman John

    Director

    Total calculated
    $26,858
    From this org
    $0
    From related orgs
    $26,858
    Other
    $0
    Hours/week
    0 + 4 related

  • Woodson Marc

    Director

    Total calculated
    $26,728
    From this org
    $0
    From related orgs
    $26,728
    Other
    $0
    Hours/week
    0 + 4 related

  • Banks David

    Director

    Total calculated
    $26,478
    From this org
    $0
    From related orgs
    $26,478
    Other
    $0
    Hours/week
    0 + 4 related

  • Cherry Robert

    Director

    Total calculated
    $26,478
    From this org
    $0
    From related orgs
    $26,478
    Other
    $0
    Hours/week
    0 + 4 related

  • Davis Andrew

    Director

    Total calculated
    $26,478
    From this org
    $0
    From related orgs
    $26,478
    Other
    $0
    Hours/week
    0 + 4 related

  • Innocent Larry

    Director

    Total calculated
    $26,478
    From this org
    $0
    From related orgs
    $26,478
    Other
    $0
    Hours/week
    0 + 4 related

  • Reiner Richard

    Director

    Total calculated
    $26,478
    From this org
    $0
    From related orgs
    $26,478
    Other
    $0
    Hours/week
    0 + 4 related

  • Newton Bradford

    Director

    Total calculated
    $25,180
    From this org
    $0
    From related orgs
    $25,180
    Other
    $0
    Hours/week
    0 + 4 related

  • Salazar Velino

    Director

    Total calculated
    $21,478
    From this org
    $0
    From related orgs
    $21,478
    Other
    $0
    Hours/week
    0 + 4 related

  • Fehr Joy

    Director

    Total calculated
    $430
    From this org
    $0
    From related orgs
    $430
    Other
    $0
    Hours/week
    0 + 4 related

  • Ocampo Lucy

    Director

    Total calculated
    $430
    From this org
    $0
    From related orgs
    $430
    Other
    $0
    Hours/week
    0 + 4 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. Butler, David - severance payment - $255,471 Cantrell, Misty - severance payment - $155,700 Ghaffari, Bahram - severance payment - $429,168 Wing, Bill - severance payment - $1,584,880 The Supplemental Executive Retirement Plan (SERP) is a defined contribution plan designed to encourage the participants continued employment with Adventist Health and is subject to the participants satisfying specified substantial risks of forfeiture. The SERP benefit distribution occurs when the executive achieves 30 years of Adventist health care service, 20 of which are to be as an executive and at least 10 are to be with Adventist Health System/West, and reaches age 60. Until that time, the SERP benefit is at risk to the creditors of Adventist Health. The SERP benefit is designed to help the executive receive employer-provided retirement benefit income equal to 60% of pre-retirement income. The SERP plan was frozen for new participants in 2016. Longo, James - participant, no activity in 2022 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 participants are John Beaman, Jeff Eller, Kerry Heinrich, Todd Hofheins, Andrew Jahn, Scott Reiner, Brett Spenst, 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 of their corporate provided benefits. The balance is set aside for forfeiture and is at risk to the creditors of Adventist Health. Payouts substantial risks of forfeiture have lapsed. The plan was frozen for new amount equivalent to 41 percent of their base compensation, less the value nonvested deferred compensation that is subject to substantial risk of occur according to the participants' payment elections after all non-vested contributions in 2016. Jahn, Andrew - participant, no activity in 2022 Part II: Eller, Jeff, Former Vice Chair, was paid through an unrelated organization, Jeffrey D. Eller dba Mountaingate Coaching that was reported on Form 1099 and included in Schedule J, Part II.

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.

Related corporations and trusts

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

Provenance

Return type
form_990
Tax year
2022
Filed
26 October 2023
IRS schema version
2022v5.0
Source object
202323059349302202

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