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Nonprofiteer
← ADVENTIST REHABILITATION HOSPITAL OF MARYLAND INC

Form 990 for tax year 2022

Filed by ADVENTIST REHABILITATION HOSPITAL OF MARYLAND INC.

Totals

Total revenue
$60,996,586
Total expenses
$59,349,981
Contributions and grants received
$396,790
Grants paid
$3,102
Program service revenue
$60,711,020
Investment income
-$63,377
Other revenue
-$47,847
Total assets, end of year
$52,939,280
Total liabilities, end of year
$10,146,127
Net assets or fund balances, end of year
$42,793,153
Program services expenses (Part IX)
$47,969,049
Management and general expenses
$11,149,040
Fundraising expenses
$231,892
Program service expenses (Part III)
$47,969,049

Program services were 80.8% 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.

  • 1c · Fundraising events

    $32,654

  • 1e · Government grants (contributions)

    $187,226

  • 1f · All other contributions, gifts and grants

    $176,910

  • 2a · Program service revenue: OCCUPATIONAL/SPEECH/PT

    total $60,711,020 · related or exempt $60,711,020

  • 3 · Investment income

    total $200,661 · excluded $200,661

  • 7a · Gross sales of assets other than inventory

    securities $7,874,733

  • 7b · Less cost or other basis and sales expenses

    securities $8,138,771

  • 7c · Gain or loss

    securities -$264,038

  • 7d · Net gain or loss

    total -$264,038 · excluded -$264,038

  • 8a · Fundraising events: gross income

    $500

  • 8a · Fundraising events: contributions included on line 1c

    $32,654

  • 8b · Fundraising events: direct expenses

    $52,898

  • 8c · Net income from fundraising events

    total -$52,398 · excluded -$52,398

  • 11a · Other revenue: VENDING REVENUE

    total $4,551 · excluded $4,551

  • 11e · Other revenue, total

    $4,551

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $3,102 · program services $3,102

  • 7 · Other salaries and wages

    total $33,256,641 · program services $31,841,594 · management and general $1,238,067 · fundraising $176,980

  • 8 · Pension plan contributions

    total $640,476 · program services $589,065 · management and general $45,764 · fundraising $5,647

  • 9 · Other employee benefits

    total $2,719,115 · program services $2,565,579 · management and general $152,613 · fundraising $923

  • 10 · Payroll taxes

    total $2,569,987 · program services $2,371,742 · management and general $186,558 · fundraising $11,687

  • 11a · Fees: management

    total $15,243 · management and general $15,243

  • 11b · Fees: legal

    total $15,281 · management and general $15,281

  • 11f · Fees: investment management

    total $20,493 · management and general $20,493

  • 11g · Fees: other

    total $5,268,500 · program services $3,664,642 · management and general $1,589,793 · fundraising $14,065

  • 12 · Advertising and promotion

    total $113,878 · program services $19,361 · management and general $94,517

  • 13 · Office expenses

    total $276,296 · program services $237,925 · management and general $25,460 · fundraising $12,911

  • 14 · Information technology

    total $2,596,409 · program services $1,947,307 · management and general $649,102

  • 16 · Occupancy

    total $3,639,106 · program services $1,507,827 · management and general $2,131,279

  • 17 · Travel

    total $69,927 · program services $34,888 · management and general $28,387 · fundraising $6,652

  • 19 · Conferences, conventions and meetings

    total $46,605 · program services $43,021 · management and general $2,194 · fundraising $1,390

  • 22 · Depreciation, depletion and amortization

    total $2,569,180 · program services $1,741,238 · management and general $827,942

  • 23 · Insurance

    total $147,580 · management and general $147,580

  • 24a · Other expenses: MEDICAL SUPPLIES

    total $2,156,474 · program services $1,327,781 · management and general $827,056 · fundraising $1,637

  • 24b · Other expenses: SHARED SVCS ALLOCATION

    total $1,685,681 · management and general $1,685,681

  • 24c · Other expenses: COST ALLOC. FROM PARENT

    total $1,417,193 · management and general $1,417,193

  • 24d · Other expenses: COLLECTION FEES/LICENSE

    total $122,739 · program services $73,902 · management and general $48,837

  • 24e · All other expenses

    total $75 · program services $75

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $302,432 · end of year $327,094

  • 2 · Savings and temporary cash investments

    beginning of year $22,140,586 · end of year $21,065,936

  • 3 · Pledges and grants receivable

    beginning of year $119,057 · end of year $72,103

  • 4 · Accounts receivable

    beginning of year $7,554,669 · end of year $6,972,209

  • 7 · Other notes and loans receivable

    beginning of year $106,147 · end of year $340,993

  • 8 · Inventories for sale or use

    beginning of year $134,277 · end of year $120,956

  • 9 · Prepaid expenses and deferred charges

    beginning of year $179,328 · end of year $166,215

  • 10a · Land, buildings and equipment: cost or other basis

    $37,864,976

  • 10b · Land, buildings and equipment: accumulated depreciation

    $16,682,043

  • 10c · Land, buildings and equipment, net

    beginning of year $22,163,876 · end of year $21,182,933

  • 11 · Investments: publicly traded securities

    beginning of year $453,988 · end of year $710,006

  • 14 · Intangible assets

    beginning of year $716,658 · end of year $684,449

  • 15 · Other assets

    beginning of year $705,584 · end of year $1,296,386

  • 17 · Accounts payable and accrued expenses

    beginning of year $6,617,464 · end of year $4,816,395

  • 25 · Other liabilities

    beginning of year $6,338,280 · end of year $5,329,732

  • 27 · Net assets without donor restrictions

    beginning of year $41,150,699 · end of year $42,306,293

  • 28 · Net assets with donor restrictions

    beginning of year $470,159 · end of year $486,860

Mission and programs · 2022

Mission

WE EXTEND GOD'S CARE THROUGH THE MINISTRY OF PHYSICAL, MENTAL AND SPIRITUAL HEALING.

Activities or mission (Part I)

TO OPERATE A REHABILITATION HOSPITAL AND OUTPATIENT SERVICES TO SERVE THE COMMUNITY IN MARYLAND.

  • ADVENTIST HEALTHCARE REHABILITATION (AHC REHAB) IS THE FIRST AND ONLY ACUTE REHABILITATION HOSPITAL IN MONTGOMERY COUNTY, MARYLAND, THAT OFFERS COMPREHENSIVE PROGRAMS FOR BRAIN INJURIES, SPINAL CORD INJURIES, STROKES, AMPUTATION, ORTHOPEDIC INJURIES AND SURGERIES, SPORTS-RELATED INJURIES, WORK-RELATED INJURIES, AND NEUROLOGICAL DISORDERS.EXPERT CARE TEAMS WORK SIDE-BY-SIDE WITH PATIENTS, USING INNOVATIVE THERAPIES, STATE-OF-THE-ART EQUIPMENT, AND GROUND-BREAKING TECHNOLOGY TO OFFER NEW WAYS TO HEAL AND RETURN TO THE ACTIVITIES OF DAILY LIFE. EVERY DAY, WE CELEBRATE PATIENT ACCOMPLISHMENTS, BIG AND SMALL.CONTINUES ON SCHEDULE O.AHC REHAB OFFERS INPATIENT CARE IN MARYLAND IN TWO LOCATIONS, IN ROCKVILLE AND IN THE WHITE OAK AREA OF SILVER SPRING. OUTPATIENT SERVICES ARE AVAILABLE IN ROCKVILLE, GAITHERSBURG, SILVER SPRING AND FORT WASHINGTON.AHC REHAB CARES FOR PERSONS WITH FUNCTIONAL LIMITATIONS, AGE 18 AND OLDER, AND UNDER SPECIAL CIRCUMSTANCES, EMANCIPATED MINORS. SPECIALIZED PROGRAMS AND SERVICES INCLUDE:- ACUTE INPATIENT REHABILITATION- SPINAL CORD INJURY PROGRAM- AMPUTATION REHABILITATION AND SUPPORT- BRAIN INJURY RECOVERY- SPORTS THERAPY- CONCUSSION MANAGEMENT- STROKE AND NEUROLOGICAL REHABILITATION- JOINT REPLACEMENT REHABILITATION- PHYSICAL THERAPY - CARDIAC REHABILITATION- POST-COVID-19 REHABILITATION- DRIVER EVALUATION AND ASSESSMENT- OCCUPATIONAL THERAPY- LYMPHEDEMA THERAPY AND CANCER REHABILITATION- LEE SILVERMAN VOICE TREATMENT (LSVT) SPEECH LANGUAGE & SWALLOWING THERAPY- PELVIC HEALTH REHABILITATIONADVENTIST HEALTHCARE REHABILITATION HOLDS THE JOINT COMMISSION ACCREDITATION, RECOGNIZED NATIONALLY AS A SYMBOL OF HEALTHCARE QUALITY THAT REFLECTS AN ORGANIZATION'S COMMITMENT TO MEETING THE HIGHEST STANDARDS.ADVENTIST HEALTHCARE REHABILITATION'S PROGRAMS ALSO HOLD THE SEAL OF APPROVAL FROM THE COMMISSION ON ACCREDITATION OF REHABILITATION FACILITIES (CARF), AN INDEPENDENT, INTERNATIONAL EVALUATOR OF HEALTH AND HUMAN SERVICES ORGANIZATIONS. CARF ACCREDITATION RECOGNIZES AHC REHAB'S SKILLED WORKFORCE AND COMMITMENT TO PATIENT SAFETY. THE MOST RECENT CARF ACCREDITATION SURVEY TOOK PLACE IN FALL 2020.AHC REHAB, WHICH BEGAN SERVING THE COMMUNITY IN 2001, WAS THE FIRST HOSPITAL IN THE D.C. METROPOLITAN AREA TO EARN CARF'S SPECIALTY ACCREDITATION IN AMPUTEE REHABILITATION. CARF INTRODUCED ITS AMPUTEE SPECIALTY STANDARDS IN JULY 2007 WITH INPUT FROM THE AMPUTEE COALITION OF AMERICA, VETERANS HEALTH ADMINISTRATION, DEPARTMENT OF DEFENSE, AMERICAN ACADEMY OF ORTHOTISTS & PROSTHETISTS, AND PERSONS WITH LIMB LOSS. THE STANDARDS, WHICH BECAME EFFECTIVE IN JANUARY 2008, REQUIRE ACCREDITED AMPUTEE PROGRAMS TO PROVIDE A HOLISTIC, INTERDISCIPLINARY TEAM APPROACH TO CARE AND TO OFFER POST-CARE ASSISTANCE IN TRANSITIONING BACK TO THE COMMUNITY.THE ACUTE INPATIENT PROGRAM IS RUN BY A TEAM OF REHABILITATION EXPERTS WHO GUIDE PATIENTS THROUGH A PRACTICAL AND PERSONAL TREATMENT PROGRAM. THE FOCUS IS HELPING PATIENCE INCREASE THEIR SELF-RELIANCE AND GAIN INDEPENDENCE. IN 2022, A SURVEY BY NEWSWEEK AND STATISTA INC. NAMED AHC REHAB AMONG THE BEST INPATIENT REHABILITATION FACILITIES IN THE UNITED STATES AND FIRST IN ITS REGION. THE NEWSWEEK RANKINGS CONSIDERED REPUTATION, QUALITY OF CARE, SERVICE, AND POST HOSPITALIZATION FOLLOW-UP, AS WELL AS INPATIENT ACCOMMODATIONS AND AMENITIES.WITHIN THE AHC REHAB INPATIENT PROGRAM, A PHYSIATRIST, OR A MEDICAL DOCTOR WHO SPECIALIZES IN PHYSICAL REHABILITATION, LEADS THE TEAM. PATIENTS HAVE ACCESS TO SPECIALIZED REHABILITATION NURSING CARE 24 HOURS A DAY, SEVEN DAYS A WEEK. THERAPY SERVICES INCLUDE PHYSICAL THERAPY, OCCUPATIONAL THERAPY, SPEECH LANGUAGE PATHOLOGY AND RECREATIONAL THERAPY.AHC REHAB'S SPINAL CORD INJURY PROGRAM ADDRESSES BOTH TRAUMATIC SPINAL CORD INJURIES RESULTING FROM A FALL OR ACCIDENT, AND NON-TRAUMATIC SPINAL CORD INJURIES FROM A STROKE, TUMOR, OR INFECTION ON THE SPINAL CORD. AGAIN, A TEAM APPROACH AND AN INTERDISCIPLINARY PLAN OF CARE HELPS PATIENTS ON THEIR ROAD TO RECOVERY.AN AMPUTEE PROGRAM ALSO UTILIZES AN INTERDISCIPLINARY TEAM APPROACH TO HELP PATIENTS ADJUST PHYSICALLY AND PSYCHOLOGICALLY AFTER THE LOSS OF A LIMB SO THEY CAN RESUME ACTIVE AND PRODUCTIVE LIVES. INDIVIDUALS MAY BE TREATED AS INPATIENTS OR OUTPATIENTS, DEPENDING ON THEIR NEEDS. PATIENTS WORK TO IMPROVE STRENGTH, COORDINATION AND ENDURANCE, AND LEARN PROPER WOUND CARE. WHEN READY, PATIENTS ARE PRESCRIBED PROSTHETIC DEVICES THAT ARE BOTH FUNCTIONAL AND COMFORTABLE TO WEAR. ONCE FITTED WITH A NEW LIMB, PATIENT LEARN TO USE PROSTHESES WITH CONFIDENCE AND TO INCORPORATE IT INTO DAILY LIFE. THE PROGRAM BRINGS THE AMPUTEE COMMUNITY TOGETHER EACH YEAR FOR AN AMPUTEE 5K EVENT, TO HIGHLIGHT THE ACCOMPLISHMENTS OF PARTICIPANTS. THE EVENT CREATES CONNECTION AMONG PATIENTS WHO SHARE THE CHALLENGES OF LIMB LOSS AND CELEBRATES THEIR TRIUMPHS.A BRAIN INJURY PROGRAM ADDRESSES TRAUMATIC BRAIN INJURIES FROM AN EXTERNAL PHYSICAL FORCE, SUCH AS A CAR ACCIDENT, FALL, SPORTS OR WORKPLACE INJURIES, AS WELL AS ACQUIRED NON-TRAUMATIC BRAIN INJURIES CAUSED BY INTERNAL TRAUMA TO THE BRAIN, SUCH AS TUMORS, BLOOD CLOTS, SEIZURES, OR INFECTIONS. EACH OF THESE TYPES OF BRAIN INJURIES MAY RESULT IN IMPAIRMENT OF PHYSICAL, COGNITIVE, BEHAVIORAL AND/OR EMOTIONAL CAPABILITIES. REHABILITATION FOLLOWING A BRAIN INJURY IS VERY COMPLEX BECAUSE OF THE NEED TO ADDRESS MULTIPLE AREAS OF DEFICIT, INCLUDING PHYSICAL IMPAIRMENTS, FUNCTIONAL DEFICIENCIES (SUCH AS DIFFICULTY WALKING OR DRESSING), BEHAVIORAL DIFFICULTIES, EMOTIONAL CONSEQUENCES AND SOCIAL OR INTERPERSONAL LIMITATIONS. OFTEN, SIGNIFICANT COGNITIVE DEFICITS, SUCH AS LIMITED ATTENTION SPAN OR POOR MEMORY, UNDERLIE AND EXACERBATE THESE PROBLEMS. PATIENTS IN THE REHAB BRAIN INJURY PROGRAM RECEIVE INTENSIVE, INTEGRATED REHABILITATION FROM AN INTERDISCIPLINARY TEAM DESIGNED TO MAXIMIZE RECOVERY. TEAM MEMBERS, INCLUDING A NEUROPSYCHOLOGIST, MEET AT LEAST ONCE A WEEK TO DISCUSS PATIENT GOALS, PROGRESS, AND TREATMENT STRATEGIES.AHC REHAB PARTNERS WITH MONTGOMERY COUNTY PUBLIC SCHOOLS (MCPS) ON ITS ATHLETIC TRAINING PROGRAM FOR COUNTY HIGH SCHOOL ATHLETES. AHC REHAB ASSISTS THE COUNTY WITH BASELINE COGNITIVE TESTING FOR HIGH SCHOOL ATHLETES PRIOR TO THEIR RESPECTIVE SPORTS SEASONS.OTHER PROGRAMS INCLUDE A STROKE RECOVERY PROGRAM, IN WHICH PATIENTS RECEIVE AN INTENSIVE COURSE OF INTEGRATED THERAPIES AND MEDICAL MANAGEMENT. THE OBJECTIVE IS TO RESTORE MOVEMENT, IMPROVE SPEECH, TEACH SELF- AND HOME CARE SKILLS, AND IMPROVE COGNITIVE AND MEMORY FUNCTIONS. STROKE PATIENTS AND THEIR FAMILIES ARE GUIDED THROUGH A PATIENT-FOCUSED, COMPREHENSIVE, AND OUTCOME-ORIENTED PROGRAM BY A CARING, EXPERIENCED TEAM OF HEALTHCARE PROFESSIONALS.THE ORTHOPEDIC REHABILITATION PROGRAM IS DESIGNED FOR THOSE WHO HAVE UNDERGONE A TOTAL HIP OR KNEE REPLACEMENT OR HAVE SUSTAINED TRAUMA TO BONES OR JOINTS. THE PROGRAM FOCUSES ON HELPING PATIENTS REGAIN THEIR STRENGTH, MOBILITY, ENDURANCE, AND RANGE OF MOTION.IN OUR CARDIAC REHABILITATION PROGRAM, PATIENTS WITH HEART DISEASE OR THOSE RECOVERING FROM HEART SURGERY RECEIVE MEDICALLY MONITORED EXERCISE TO IMPROVE ENDURANCE AND REGAIN THE ABILITY TO COMPLETE ACTIVITIES OF DAILY LIVING.AHC REHAB'S DRIVER REHABILITATION PROGRAM DETERMINES WHETHER IT IS SAFE FOR AN INDIVIDUAL TO CONTINUE DRIVING FOLLOWING AN INJURY/ILLNESS OR AGE-RELATED CHANGES. A DRIVING PROGRAM MAY INCLUDE A CLINICAL EVALUATION WHICH INCLUDES AN ASSESSMENT OF VISION, VISUAL PERCEPTION, COGNITION, REACTION TIME AND MOTOR SKILLS RELATED TO DRIVING. IT MAY ALSO INCLUDE A BEHIND-THE-WHEEL EVALUATION, IN ADDITION TO TRAINING CONDUCTED BY AN OCCUPATIONAL THERAPIST WHO SPECIALIZES IN DRIVING REHABILITATION.OUR CERTIFIED LYMPHEDEMA THERAPISTS PROVIDE DECONGESTIVE TREATMENT FOR PEOPLE SUFFERING FROM A BUILDUP OF FLUID IN THE BODY, USUALLY IN THE ARMS AND LEGS. THE THERAPY IS OFTEN BENEFICIAL TO CANCER PATIENTS, WHO CAN EXPERIENCE LYMPHEDEMA FROM THEIR TREATMENT. THERAPY INVOLVES A SPECIALIZED MASSAGE TECHNIQUE CALLED MANUAL LYMPH DRAINAGE (MLD), SKIN AND NAIL CARE, COMPRESSION BANDAGING AND GARMENTS, REMEDIAL EXERCISE, AND SELF-CARE TRAINING. THE PROGRAM AIMS TO REDUCE SWELLING, RESTORE MOBILITY, IMPROVE ANY DISFIGUREMENT, PREVENT INFECTION, AND IMPROVE QUALITY OF LIFE.

    Expenses $47,969,049 · Grants $3,102 · Revenue $60,711,020

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • JOHN SACKETT

    CHAIR; EVP & COO, AHC

    Total calculated
    $1,104,589
    From this org
    $0
    From related orgs
    $1,034,422
    Other
    $70,167
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $596,569 related
    Bonus
    $0 + $170,553 related
    Other
    $0 + $267,300 related
    Deferred
    $0 + $27,000 related
    Nontaxable benefits
    $0 + $43,167 related
    Filer's total
    $0 + $1,104,589 related

  • DANIEL L COCHRAN

    PRESIDENT, SGMC

    Total calculated
    $969,477
    From this org
    $0
    From related orgs
    $785,143
    Other
    $184,334
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $453,362 related
    Bonus
    $0 + $110,730 related
    Other
    $0 + $221,051 related
    Deferred
    $0 + $167,162 related
    Nontaxable benefits
    $0 + $17,172 related
    Filer's total
    $0 + $969,477 related

  • ANTHONY STAHL

    PRESIDENT, WOMC

    Total calculated
    $861,660
    From this org
    $0
    From related orgs
    $691,035
    Other
    $170,625
    Hours/week
    4 + 46 related

    Schedule J breakdown matched by us

    Base
    $0 + $405,527 related
    Bonus
    $0 + $110,639 related
    Other
    $0 + $174,869 related
    Deferred
    $0 + $148,167 related
    Nontaxable benefits
    $0 + $22,458 related
    Filer's total
    $0 + $861,660 related

  • EUNMEE SHIM

    PRESIDENT, FWMC

    Total calculated
    $842,352
    From this org
    $0
    From related orgs
    $691,885
    Other
    $150,467
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $379,781 related
    Bonus
    $0 + $72,466 related
    Other
    $0 + $239,638 related
    Deferred
    $0 + $119,862 related
    Nontaxable benefits
    $0 + $30,605 related
    Filer's total
    $0 + $842,352 related

  • MARTA BRITO PEREZ

    SVP,POP. HEALTH/POST-ACUTE CARE SVCS

    Total calculated
    $812,312
    From this org
    $0
    From related orgs
    $769,858
    Other
    $42,454
    Hours/week
    3 + 47 related

    Schedule J breakdown matched by us

    Base
    $0 + $471,287 related
    Bonus
    $0 + $126,323 related
    Other
    $0 + $172,248 related
    Deferred
    $0 + $27,000 related
    Nontaxable benefits
    $0 + $15,454 related
    Filer's total
    $0 + $812,312 related

  • BRENT REITZ

    SECY; PRES, POST-ACUTE CARE SRV, AHC

    Total calculated
    $702,043
    From this org
    $0
    From related orgs
    $571,930
    Other
    $130,113
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    $0 + $308,905 related
    Bonus
    $0 + $102,576 related
    Other
    $0 + $160,449 related
    Deferred
    $0 + $107,736 related
    Nontaxable benefits
    $0 + $22,377 related
    Filer's total
    $0 + $702,043 related

  • BRENDAN JOHNSON

    SVP OF HUMAN RESOURCES, AHC

    Total calculated
    $701,105
    From this org
    $0
    From related orgs
    $567,919
    Other
    $133,186
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    $0 + $336,299 related
    Bonus
    $0 + $98,402 related
    Other
    $0 + $133,218 related
    Deferred
    $0 + $110,821 related
    Nontaxable benefits
    $0 + $22,365 related
    Filer's total
    $0 + $701,105 related

  • SUSAN L GLOVER

    SVP,Q&PS,END 4/2022;VP,CV,AHC

    Total calculated
    $612,894
    From this org
    $0
    From related orgs
    $561,897
    Other
    $50,997
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    $0 + $327,224 related
    Bonus
    $0 + $94,893 related
    Other
    $0 + $139,780 related
    Deferred
    $0 + $26,000 related
    Nontaxable benefits
    $0 + $24,997 related
    Filer's total
    $0 + $612,894 related

  • TERRENCE SHEEHAN MD

    CMO, PHYSICIAN INTEGRATION SVCS

    Total calculated
    $568,154
    From this org
    $0
    From related orgs
    $554,276
    Other
    $13,878
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    $0 + $319,967 related
    Bonus
    $0 + $232,867 related
    Other
    $0 + $1,442 related
    Deferred
    $0 + $13,500 related
    Nontaxable benefits
    $0 + $378 related
    Filer's total
    $0 + $568,154 related

  • JOHN J KENNEY PHD

    BOARD MEMBER, PARTIAL YEAR

    Total calculated
    $0
    Hours/week
    1

  • GEORGE R GRANGE

    VP, POST-ACUTE & ADMR, WOMC

    Total calculated
    $299,800
    From this org
    $230,000
    From related orgs
    $0
    Other
    $69,800
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $167,864
    Bonus
    $36,117
    Other
    $26,019
    Deferred
    $46,870
    Nontaxable benefits
    $22,930
    Filer's total
    $299,800

  • SUSAN SAVERY

    AVP FINANCE, POST-ACUTE CARE SVCS

    Total calculated
    $248,773
    From this org
    $223,489
    From related orgs
    $0
    Other
    $25,284
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $188,154
    Bonus
    $33,893
    Other
    $1,442
    Deferred
    $22,806
    Nontaxable benefits
    $2,478
    Filer's total
    $248,773

  • VICTORIA ESTRADA

    REGISTERED NURSE II

    Total calculated
    $214,793
    From this org
    $179,774
    From related orgs
    $0
    Other
    $35,019
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $161,689
    Bonus
    $3,450
    Other
    $14,635
    Deferred
    $13,000
    Nontaxable benefits
    $22,019
    Filer's total
    $214,793

  • ELAN BURMAN

    PROGRAM DIRECTOR, FOUNDATION

    Total calculated
    $198,499
    From this org
    $174,813
    From related orgs
    $0
    Other
    $23,686
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $150,831
    Bonus
    $23,138
    Other
    $844
    Deferred
    $20,500
    Nontaxable benefits
    $3,186
    Filer's total
    $198,499

  • IRENE MEKEDE

    REGISTERED NURSE II

    Total calculated
    $192,296
    From this org
    $182,488
    From related orgs
    $0
    Other
    $9,808
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $173,443
    Bonus
    $2,500
    Other
    $6,545
    Deferred
    $9,710
    Nontaxable benefits
    $98
    Filer's total
    $192,296

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 · 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 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 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, KEY EMPLOYEES, AND THE HIGHEST COMPENSATED EMPLOYEES IS ENTIRELY SET BY A COMMITTEE OF ADVENTIST HEALTHCARE BOARD OF TRUSTEES. IN SETTING COMPENSATION, THE GOVERNING BOARD 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 BALTIMORE-WASHINGTON 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 2020 WERE GENERALLY DISTRIBUTED ON JANUARY 1, 2022 AND CONTRIBUTIONS ACCUMULATED IN 2021 WILL GENERALLY BE DISTRIBUTED ON JANUARY 1, 2023. 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 THREE EXECUTIVES RECEIVED SUPPLEMENTAL RETIREMENT PAYMENTS UNDER THIS PLAN FEATURE: JOHN SACKETT: $156,680 RETIREMENT AGE PAYMENT; MARTA BRITO PEREZ: $129,542 RETIREMENT AGE PAYMENT; SUSAN GLOVER: $79,755 RETIREMENT AGE PAYMENT.
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. IN 2022, THERE WERE NO SERP PAYOUTS MADE. 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

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.

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.

Provenance

Return type
form_990
Tax year
2022
Filed
15 November 2023
IRS schema version
2022v5.0
Source object
202303199349319635

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