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Nonprofiteer
← UNIVERSITY COMMUNITY HOSPITAL INC

Form 990 for tax year 2024

Filed by UNIVERSITY COMMUNITY HOSPITAL INC.

Totals

Total revenue
$1,372,221,067
Total expenses
$1,236,787,064
Contributions and grants received
$9,572,246
Grants paid
$1,854,462
Program services expenses (Part IX)
$1,095,960,823
Management and general expenses
$140,826,241
Fundraising expenses
$0
Program service expenses (Part III)
$1,095,960,823

Program services were 88.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Ottati David

    Dir/Pres/Vice Chair

    Total calculated
    $3,002,459
    From this org
    $0
    From related orgs
    $2,778,371
    Other
    $224,088
    Hours/week
    17.4 + 32.6 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,067,695 related
    Bonus
    $0 + $1,185,417 related
    Other
    $0 + $525,259 related
    Deferred
    $0 + $179,406 related
    Nontaxable benefits
    $0 + $44,682 related
    Filer's total
    $0 + $3,002,459 related

  • Adams Brian

    Former Officer

    Total calculated
    $2,125,679
    From this org
    $0
    From related orgs
    $1,878,402
    Other
    $247,277
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,115,786 related
    Bonus
    $0 + $570,958 related
    Other
    $0 + $191,658 related
    Deferred
    $0 + $214,016 related
    Nontaxable benefits
    $0 + $33,261 related
    Filer's total
    $0 + $2,125,679 related

  • Bergherm Bruce

    Director/CEO (End 12/24)

    Total calculated
    $1,801,258
    From this org
    $0
    From related orgs
    $1,761,749
    Other
    $39,509
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $710,394 related
    Bonus
    $0 + $518,285 related
    Other
    $0 + $533,070 related
    Deferred
    $0 + $18,516 related
    Nontaxable benefits
    $0 + $20,993 related
    Filer's total
    $0 + $1,801,258 related

  • Didenko Vadym

    Former Officer

    Total calculated
    $1,356,217
    From this org
    $0
    From related orgs
    $1,197,089
    Other
    $159,128
    Hours/week
    17.4 + 32.6 related

    Schedule J breakdown matched by us

    Base
    $0 + $600,577 related
    Bonus
    $0 + $441,797 related
    Other
    $0 + $154,715 related
    Deferred
    $0 + $124,373 related
    Nontaxable benefits
    $0 + $34,755 related
    Filer's total
    $0 + $1,356,217 related

  • Skula Erika

    Former Officer

    Total calculated
    $1,287,325
    From this org
    $0
    From related orgs
    $1,163,880
    Other
    $123,445
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $470,411 related
    Bonus
    $0 + $244,740 related
    Other
    $0 + $448,729 related
    Deferred
    $0 + $102,583 related
    Nontaxable benefits
    $0 + $20,862 related
    Filer's total
    $0 + $1,287,325 related

  • Bales-Chubb Denyse

    Former Officer

    Total calculated
    $1,204,452
    From this org
    $0
    From related orgs
    $1,066,602
    Other
    $137,850
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $540,242 related
    Bonus
    $0 + $301,080 related
    Other
    $0 + $225,280 related
    Deferred
    $0 + $114,851 related
    Nontaxable benefits
    $0 + $22,999 related
    Filer's total
    $0 + $1,204,452 related

  • Wangsness Erik

    CEO-Tampa (Beg 12/24)

    Total calculated
    $1,001,395
    From this org
    $0
    From related orgs
    $873,374
    Other
    $128,021
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $459,255 related
    Bonus
    $0 + $267,920 related
    Other
    $0 + $146,199 related
    Deferred
    $0 + $90,054 related
    Nontaxable benefits
    $0 + $37,967 related
    Filer's total
    $0 + $1,001,395 related

  • Johnson Joel

    CEO-Carrollwood

    Total calculated
    $981,657
    From this org
    $0
    From related orgs
    $887,449
    Other
    $94,208
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $467,903 related
    Bonus
    $0 + $257,632 related
    Other
    $0 + $161,914 related
    Deferred
    $0 + $73,193 related
    Nontaxable benefits
    $0 + $21,015 related
    Filer's total
    $0 + $981,657 related

  • McGuinness Robin

    Former Key Employee

    Total calculated
    $924,516
    From this org
    $0
    From related orgs
    $821,684
    Other
    $102,832
    Hours/week
    17.4 + 32.6 related

    Schedule J breakdown matched by us

    Base
    $0 + $410,486 related
    Bonus
    $0 + $297,589 related
    Other
    $0 + $113,609 related
    Deferred
    $0 + $81,828 related
    Nontaxable benefits
    $0 + $21,004 related
    Filer's total
    $0 + $924,516 related

  • Heinrich William

    Former Officer

    Total calculated
    $836,665
    From this org
    $0
    From related orgs
    $738,861
    Other
    $97,804
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $442,677 related
    Bonus
    $0 + $193,514 related
    Other
    $0 + $102,670 related
    Deferred
    $0 + $65,832 related
    Nontaxable benefits
    $0 + $31,972 related
    Filer's total
    $0 + $836,665 related

  • Ross MD Douglas

    CMO-Tampa/Connerton

    Total calculated
    $819,404
    From this org
    $0
    From related orgs
    $727,374
    Other
    $92,030
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $465,301 related
    Bonus
    $0 + $117,838 related
    Other
    $0 + $144,235 related
    Deferred
    $0 + $66,633 related
    Nontaxable benefits
    $0 + $25,397 related
    Filer's total
    $0 + $819,404 related

  • Pittman Michael

    Former Key Employee

    Total calculated
    $630,201
    From this org
    $0
    From related orgs
    $609,431
    Other
    $20,770
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $23,667 related
    Bonus
    $0 + $77,782 related
    Other
    $0 + $507,982 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $20,770 related
    Filer's total
    $0 + $630,201 related

  • Davis Tyson

    CFO-Tampa/Connerton

    Total calculated
    $621,028
    From this org
    $0
    From related orgs
    $527,677
    Other
    $93,351
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $359,415 related
    Bonus
    $0 + $93,527 related
    Other
    $0 + $74,735 related
    Deferred
    $0 + $54,979 related
    Nontaxable benefits
    $0 + $38,372 related
    Filer's total
    $0 + $621,028 related

  • Colburn Douglas

    COO-Tampa

    Total calculated
    $613,822
    From this org
    $0
    From related orgs
    $498,516
    Other
    $115,306
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $361,329 related
    Bonus
    $0 + $96,621 related
    Other
    $0 + $40,566 related
    Deferred
    $0 + $78,370 related
    Nontaxable benefits
    $0 + $36,936 related
    Filer's total
    $0 + $613,822 related

  • Dalsania MD Amar

    Exec Dir/Phys Advisor

    Total calculated
    $598,685
    From this org
    $549,837
    From related orgs
    $0
    Other
    $48,848
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $438,198
    Bonus
    $107,267
    Other
    $4,372
    Deferred
    $17,727
    Nontaxable benefits
    $31,121
    Filer's total
    $598,685

  • Kotak MD Rajesh

    CMO-Carrollwood

    Total calculated
    $575,885
    From this org
    $0
    From related orgs
    $470,049
    Other
    $105,836
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $345,099 related
    Bonus
    $0 + $86,953 related
    Other
    $0 + $37,997 related
    Deferred
    $0 + $74,593 related
    Nontaxable benefits
    $0 + $31,243 related
    Filer's total
    $0 + $575,885 related

  • Lambert MD Charles

    Physician/Medical Director

    Total calculated
    $473,141
    From this org
    $434,879
    From related orgs
    $0
    Other
    $38,262
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $410,865
    Bonus
    $0
    Other
    $24,014
    Deferred
    $17,727
    Nontaxable benefits
    $20,535
    Filer's total
    $473,141

  • Lorenz MD Miguel

    Med Dir / Phys Advisor

    Total calculated
    $454,298
    From this org
    $401,644
    From related orgs
    $0
    Other
    $52,654
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $344,240
    Bonus
    $54,858
    Other
    $2,546
    Deferred
    $17,727
    Nontaxable benefits
    $34,927
    Filer's total
    $454,298

  • Sauder Christopher

    CFO-Carrollwood

    Total calculated
    $437,997
    From this org
    $0
    From related orgs
    $388,819
    Other
    $49,178
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $289,245 related
    Bonus
    $0 + $65,731 related
    Other
    $0 + $33,843 related
    Deferred
    $0 + $18,516 related
    Nontaxable benefits
    $0 + $30,662 related
    Filer's total
    $0 + $437,997 related

  • Yarlagadda MD Roopa

    Med Dir / Phys Advisor

    Total calculated
    $437,918
    From this org
    $396,364
    From related orgs
    $0
    Other
    $41,554
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $332,529
    Bonus
    $61,289
    Other
    $2,546
    Deferred
    $11,127
    Nontaxable benefits
    $30,427
    Filer's total
    $437,918

  • Kumar MD Ajoy

    Med Dir / Phys Advisor

    Total calculated
    $434,750
    From this org
    $411,132
    From related orgs
    $0
    Other
    $23,618
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $343,509
    Bonus
    $62,196
    Other
    $5,427
    Deferred
    $17,727
    Nontaxable benefits
    $5,891
    Filer's total
    $434,750

  • Carlisle Charity

    CNO-Tampa

    Total calculated
    $383,222
    From this org
    $0
    From related orgs
    $334,362
    Other
    $48,860
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $238,865 related
    Bonus
    $0 + $54,968 related
    Other
    $0 + $40,529 related
    Deferred
    $0 + $17,794 related
    Nontaxable benefits
    $0 + $31,066 related
    Filer's total
    $0 + $383,222 related

  • Coe Jason

    Former Key Employee

    Total calculated
    $313,506
    From this org
    $0
    From related orgs
    $280,567
    Other
    $32,939
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $232,773 related
    Bonus
    $0
    Other
    $0 + $47,794 related
    Deferred
    $0 + $12,529 related
    Nontaxable benefits
    $0 + $20,410 related
    Filer's total
    $0 + $313,506 related

  • Bjornstad MD Brad

    Former Key Employee

    Total calculated
    $275,429
    From this org
    $0
    From related orgs
    $275,429
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0 + $94,302 related
    Other
    $0 + $181,127 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $275,429 related

  • Mendez Jill

    CNO-Carrollwood

    Total calculated
    $253,858
    From this org
    $161,124
    From related orgs
    $48,646
    Other
    $44,088
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $127,147 + $28,055 related
    Bonus
    $30,836
    Other
    $3,141 + $20,591 related
    Deferred
    $7,744 + $2,337 related
    Nontaxable benefits
    $26,146 + $7,861 related
    Filer's total
    $195,014 + $58,844 related

  • Patel MD Sharad

    Director

    Total calculated
    $25,399
    From this org
    $25,399
    From related orgs
    $0
    Other
    $0
    Hours/week
    3.1

  • Cannella MD Xavier

    Director

    Total calculated
    $1,000
    From this org
    $1,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    0.4

  • Conley MD Amy

    Director

    Total calculated
    $1,000
    From this org
    $1,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    0.4

  • Joyner Arthenia

    Director

    Total calculated
    $1,000
    From this org
    $1,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    0.4

  • Meyer Fred

    Chairman/Director

    Total calculated
    $1,000
    From this org
    $1,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    0.4

  • Muniz Tony

    Director

    Total calculated
    $1,000
    From this org
    $1,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    0.4

  • Newman Eric

    Director

    Total calculated
    $1,000
    From this org
    $1,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    0.4

  • O'Malley MD Brendan

    Director

    Total calculated
    $1,000
    From this org
    $1,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    0.4

  • Robbins Charlie

    Director

    Total calculated
    $1,000
    From this org
    $1,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    0.4

  • Stonesifer MD Kurt

    Director

    Total calculated
    $1,000
    From this org
    $1,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    0.4 + 0.2 related

  • Taneja Supriya

    Director

    Total calculated
    $1,000
    From this org
    $1,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    0.4

  • Vivero Jose

    Director

    Total calculated
    $1,000
    From this org
    $1,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    0.4

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 · First-class or charter travel
  • 1a · Travel for companions
  • 1a · Tax indemnification and gross-up payments
  • 1a · Discretionary spending account
  • 1a · Health or social club dues or initiation fees
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 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, Line 1a
The filing organization is a part of the system of healthcare organizations known as AdventHealth. Members of the filing organization's executive management team that hold the position of Vice-President or above are compensated by and on the payroll of Adventist Health System Sunbelt Healthcare Corporation (AHSSHC), the parent organization of the healthcare system known as AdventHealth. AHSSHC is exempt from federal income tax under IRC Section 501(c)(3). The filing organization reimburses AHSSHC for the salary and benefit cost of those executives listed in Part VII that are on the payroll of AHSSHC. At the direction of AHSSHC, and in accordance with the reserved powers in the filing organization's governing documents, the executive team listed on Part VII provides services to the filing organization. First-class or charter travel: Pursuant to the AdventHealth system-wide general policy regarding business travel, no reimbursement will be provided for any additional cost incurred with respect to first-class or charter air travel beyond the cost of a regular coach airfare. As a means of providing additional business travel reimbursement for those members of the AHSSHC senior executive management team that travel frequently on behalf of AdventHealth, a special annual travel allowance is provided for those executives. As AdventHealth operates 51 hospitals in 9 states, the senior leadership of AHSSHC travel extensively and often visit multiple hospital locations in different states as a part of a single business trip. The special travel allowance can provide reimbursements to the executive for such items as the purchase of air travel upgrade coupons or to cover the cost differential between coach and first-class travel. The special travel allowance benefit was originally authorized by and codified into a policy by the AHSSHC Board Compensation Committee (the Committee), an independent body of the AHSSHC Board of Directors, who also approves the annual cap on the amount of the allowance. The special travel allowance has an annual cap of $33,500 for Senior and System Executive Vice Presidents (generally 18 AdventHealth Executive Vice Presidents) and the Multi-State CFO, $20,000 for System Senior Vice Presidents, Regional CEO's and Division Chief Officers (generally 50-60 individual executives) and $7,500 for other executives whose role requires extensive travel (currently 4), as approved by the AdventHealth CEO. The AdventHealth System CEO does not have an annual cap. The Divisional CFO, Vadym Didenko, and Divisional CNO, Robin Mcguinness, the West Florida Division CEO, David Ottati and Region and Tampa CEO, Bruce Bergherm for AdventHealth are listed on Part VII for the filing organization. All of these positions are considered common law employees of and are on the payroll of AHSSHC. While the special travel allowance benefit is an AHSSHC compensation policy and practice, the cost of providing this benefit is allocated to and either wholly or partially reimbursed by the filing organization. Accordingly, the filing organization has checked the box in Schedule J, Part I, line 1a for first-class or charter travel since it has wholly or partially paid for the cost of providing this benefit. Those executives who receive the special travel allowance are responsible for tracking the expenses reimbursable under the special travel allowance and must submit such expenses on their accountable plan expense report. Any taxable reimbursements made to executives under the special travel allowance arrangement are treated as taxable compensation to the executive. Travel for companions: AHSSHC has a Corporate Executive Policy that provides a benefit to allow for a traveling AHSSHC executive to have his or her spouse accompany the executive on certain business trips each year. Typically, reimbursement is only provided to certain executive leaders and is usually limited to one business trip per year beyond the annual AdventHealth President's Council business meeting and other meetings where the spouse is specifically invited. The AHSSHC Corporate Executive Spousal Travel Policy was originally approved and reviewed by the AHSSHC Board Compensation Committee, an independent body of the AHSSHC Board of Directors. All spousal travel costs reimbursed to the executive are considered taxable compensation to the executive. Tax Indemnification and gross-up payments: AdventHealth has a system-wide general policy addressing gross-up payments provided in connection with employer-provided benefits (other than relocation assistance provided to executives). Under the policy, certain taxable business-related reimbursements that are provided to any employee may be grossed up at a 25% rate upon approval by the filing organization's CEO and CFO. Additionally, employees at the Director level and above are eligible for gross-up payments on gifts received for board of director services. Discretionary spending account: Occasional discretionary spending amounts are periodically provided to eligible executives who attend annual business meetings such as the AdventHealth President's Council, CFO Conference or the CMO/CNO business meeting. Payments provided to each executive are considered taxable compensation to the executive. Health or social club dues or initiation fees: AHSSHC has a Corporate Executive Policy that addresses business development expenditures. Under this policy, to encourage executives to establish and cultivate strong working relationships with the medical community and other leaders in the community and industry, certain AdventHealth executives may be reimbursed for member dues and usage charges for a country club or other social club upon authorization. Club memberships must be approved by the AdventHealth President/CEO on an annual basis. Each AdventHealth executive who is approved for a club membership must submit an annual report describing how they used the membership to benefit their organization during the preceding year so that the AdventHealth President/CEO can determine if continuance of the club membership furthers the business interests of AdventHealth. In the current year, for this filing organization, two executives listed in Part VII received reimbursement for club fees. While the club dues membership is an AHSSHC compensation policy and practice, the cost of providing this benefit is allocated to and reimbursed in whole or in part by the filing organization. Accordingly, the filing organization has checked the box in Schedule J, Part I, line 1a for health or social club dues since it has wholly or partially paid for the cost of providing this benefit.
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). 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, Lines 4a-b
During the year ending December 31, 2024, Michael Pittman received severance payments in the amount of $299,444. Pursuant to the AHSSHC Corporate Executive Policy governing executive severance, severance agreements for executives operating at the Vice President level and above are entered into upon eligibility to facilitate the transition to subsequent employment following an involuntary separation from employment with AdventHealth. As discussed in Line 1a above, executives on the filing organization's management team that hold the position of Vice-President or above are compensated by and on the payroll of Adventist Health System Sunbelt Healthcare Corporation (AHSSHC), the parent organization of the healthcare system known as AdventHealth. In recognition of the contribution that each executive makes to the success of AdventHealth, AdventHealth provides supplemental executive retirement benefit plans to eligible executives. As the supplemental executive retirement benefit plans were updated in 2020 and certain individuals still participate as grand-fathered participants in certain plans, the narrative below discusses all plans in which there were any participants in 2024. The SERP III plan effectively replaces the prior SERP II plan, the Executive Flex Benefit Program Plan, and the Senior Executive Death Benefit Plan for qualified executives except for certain grandfathered executive employees. 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 II SERP III SERP III Contr. Distr.* Distr.* Contr. Distr.* Ottati,David $ 160,890 $ 159,135 $ 284,107 $ 0 $ 0 Adams,Brian $ 160,890 $ 116,908 $ 0 $ 57,610 $ 0 Bergherm,Bruce $ 138,882 $ 115,882 $ 268,344 $ 0 $ 0 Didenko,Vadym $ 105,857 $ 82,133 $ 0 $ 0 $ 0 Skula,Erika $ 84,067 $ 58,931 $ 262,199 $ 0 $ 0 Bales-Chubb,Denyse $ 96,335 $ 101,767 $ 0 $ 8,102 $ 47,052 Wangsness,Erik $ 71,538 $ 49,616 $ 0 $ 0 $ 0 FLEX Plan FLEX Plan SERP II SERP III SERP III Contr. Distr.* Distr.* Contr. Distr.* Johnson,Joel $ 77,677 $ 46,382 $ 0 $ 0 $ 0 McGuinness,Robin $ 63,312 $ 38,574 $ 0 $ 3,971 $ 3,971 Heinrich,William $ 58,239 $ 36,249 $ 0 $ 12,077 $ 0 Ross,MD,Douglas $ 71,117 $ 61,559 $ 0 $ 3,082 $ 3,082 Pittman,Michael $ 0 $ 0 $ 0 $ 0 $185,248 Davis,Tyson $ 40,090 $ 13,437 $ 0 $ 19,373 $ 0 Colburn,Douglas $ 0 $ 0 $ 0 $ 59,854 $ 0 Kotak,MD,Rajesh $ 0 $ 0 $ 0 $ 56,077 $ 0 457b Distr.* Bjornstad,MD,Brad $ 181,127 * Including Investment Earnings

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Provenance

Return type
form_990
Tax year
2024
Filed
5 November 2025
IRS schema version
2024v5.2
Source object
202523219349320672

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