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Nonprofiteer
← ADVENTIST HEALTH SYSTEM-WEST

Form 990 for tax year 2023

Filed by ADVENTIST HEALTH SYSTEM-WEST.

Totals

Total revenue
$924,528,289
Total expenses
$936,317,680
Contributions and grants received
$170,500,603
Grants paid
$1,989,125
Program services expenses (Part IX)
$304,065,202
Management and general expenses
$630,893,253
Fundraising expenses
$1,359,225
Program service expenses (Part III)
$304,065,202

Program services were 32.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Heinrich Kerry

    Director/CEO

    Total calculated
    $3,359,823
    From this org
    $3,302,428
    From related orgs
    $0
    Other
    $57,395
    Hours/week
    50 + 0.5 related

    Schedule J breakdown matched by us

    Base
    $2,017,000
    Bonus
    $1,208,880
    Other
    $76,548
    Deferred
    $13,296
    Nontaxable benefits
    $44,099
    Filer's total
    $3,359,823

  • Hofheins Todd

    COO/Assistant Secretary

    Total calculated
    $2,348,733
    From this org
    $2,272,592
    From related orgs
    $0
    Other
    $76,141
    Hours/week
    50 + 0.5 related

    Schedule J breakdown matched by us

    Base
    $1,389,462
    Bonus
    $735,265
    Other
    $147,865
    Deferred
    $13,296
    Nontaxable benefits
    $62,845
    Filer's total
    $2,348,733

  • Beaman John

    Chief Financial Officer

    Total calculated
    $1,753,908
    From this org
    $1,680,553
    From related orgs
    $0
    Other
    $73,355
    Hours/week
    50 + 0.5 related

    Schedule J breakdown matched by us

    Base
    $1,091,769
    Bonus
    $569,149
    Other
    $19,635
    Deferred
    $13,296
    Nontaxable benefits
    $60,059
    Filer's total
    $1,753,908

  • Stevens Eric - President

    Northern CA/HI State Network

    Total calculated
    $1,585,845
    From this org
    $1,526,293
    From related orgs
    $0
    Other
    $59,552
    Hours/week
    0 + 50.5 related

    Schedule J breakdown matched by us

    Base
    $1,045,616
    Bonus
    $319,995
    Other
    $160,682
    Deferred
    $13,296
    Nontaxable benefits
    $46,256
    Filer's total
    $1,585,845

  • Jahn Andrew

    President, Southern CA Network

    Total calculated
    $1,569,691
    From this org
    $1,465,906
    From related orgs
    $0
    Other
    $103,785
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $1,044,420
    Bonus
    $406,990
    Other
    $14,496
    Deferred
    $53,160
    Nontaxable benefits
    $50,625
    Filer's total
    $1,569,691

  • Nahapetian Arby

    Chief Clinical Officer

    Total calculated
    $1,551,907
    From this org
    $1,482,294
    From related orgs
    $0
    Other
    $69,613
    Hours/week
    30 + 20 related

    Schedule J breakdown matched by us

    Base
    $967,385
    Bonus
    $329,621
    Other
    $185,288
    Deferred
    $13,296
    Nontaxable benefits
    $56,317
    Filer's total
    $1,551,907

  • Wells Jason - Chief Strat Off

    thru 05/23/Pres Central CA Network

    Total calculated
    $1,507,759
    From this org
    $1,470,582
    From related orgs
    $0
    Other
    $37,177
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $892,808
    Bonus
    $337,640
    Other
    $240,134
    Deferred
    $13,296
    Nontaxable benefits
    $23,881
    Filer's total
    $1,507,759

  • Wing Bill - Former

    Dir/Vice Chair/Asst Secr thru 01/22

    Total calculated
    $1,478,533
    From this org
    $1,438,460
    From related orgs
    $0
    Other
    $40,073
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $1,438,460
    Deferred
    $13,296
    Nontaxable benefits
    $26,777
    Filer's total
    $1,478,533

  • Day Teresa

    Corporate Administration

    Total calculated
    $1,282,531
    From this org
    $1,212,715
    From related orgs
    $0
    Other
    $69,816
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $1,200,000
    Bonus
    $0
    Other
    $12,715
    Deferred
    $13,296
    Nontaxable benefits
    $56,520
    Filer's total
    $1,282,531

  • Kofl Andrea - President

    Central Valley Network thru 12/23

    Total calculated
    $1,244,416
    From this org
    $1,173,342
    From related orgs
    $0
    Other
    $71,074
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $746,000
    Bonus
    $254,602
    Other
    $172,740
    Deferred
    $13,296
    Nontaxable benefits
    $57,778
    Filer's total
    $1,244,416

  • Newmyer Joyce - Chief People

    Officer/Pres, OR State Network

    Total calculated
    $1,169,836
    From this org
    $1,107,614
    From related orgs
    $0
    Other
    $62,222
    Hours/week
    20 + 30 related

    Schedule J breakdown matched by us

    Base
    $786,000
    Bonus
    $299,814
    Other
    $21,800
    Deferred
    $15,831
    Nontaxable benefits
    $46,391
    Filer's total
    $1,169,836

  • Seibold Brandon - Finance

    Strategy Growth and Dev Executive

    Total calculated
    $1,135,383
    From this org
    $1,074,968
    From related orgs
    $0
    Other
    $60,415
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $658,616
    Bonus
    $314,838
    Other
    $101,514
    Deferred
    $13,296
    Nontaxable benefits
    $47,119
    Filer's total
    $1,135,383

  • Raffoul John

    President, AHWM

    Total calculated
    $1,056,829
    From this org
    $996,414
    From related orgs
    $0
    Other
    $60,415
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $671,546
    Bonus
    $178,639
    Other
    $146,229
    Deferred
    $13,296
    Nontaxable benefits
    $47,119
    Filer's total
    $1,056,829

  • Jobe Meredith

    Secretary

    Total calculated
    $1,018,898
    From this org
    $959,488
    From related orgs
    $0
    Other
    $59,410
    Hours/week
    50 + 0.5 related

    Schedule J breakdown matched by us

    Base
    $660,525
    Bonus
    $168,715
    Other
    $130,248
    Deferred
    $13,296
    Nontaxable benefits
    $46,114
    Filer's total
    $1,018,898

  • Wolcott Daniel - Pres Kern

    County Network/Pres, AHBD thru 01/23

    Total calculated
    $1,018,442
    From this org
    $952,733
    From related orgs
    $0
    Other
    $65,709
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $190,804
    Bonus
    $217,108
    Other
    $544,821
    Deferred
    $13,296
    Nontaxable benefits
    $52,413
    Filer's total
    $1,018,442

  • Whetstine Tyler - Former

    Chief Information Officer thru 08/22

    Total calculated
    $985,711
    From this org
    $945,451
    From related orgs
    $0
    Other
    $40,260
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $349,646
    Other
    $595,805
    Deferred
    $13,296
    Nontaxable benefits
    $26,964
    Filer's total
    $985,711

  • Issai Alice

    President, AHGL

    Total calculated
    $985,468
    From this org
    $952,237
    From related orgs
    $0
    Other
    $33,231
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $688,388
    Bonus
    $130,497
    Other
    $133,352
    Deferred
    $13,296
    Nontaxable benefits
    $19,935
    Filer's total
    $985,468

  • Liebowitz Jacalyn

    System Chief Nursing Officer

    Total calculated
    $924,124
    From this org
    $847,685
    From related orgs
    $0
    Other
    $76,439
    Hours/week
    50 + 0.5 related

    Schedule J breakdown matched by us

    Base
    $581,346
    Bonus
    $194,915
    Other
    $71,424
    Deferred
    $13,296
    Nontaxable benefits
    $63,143
    Filer's total
    $924,124

  • Champlin Christopher

    President, AHRO

    Total calculated
    $907,220
    From this org
    $854,712
    From related orgs
    $0
    Other
    $52,508
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $594,895
    Bonus
    $170,695
    Other
    $89,122
    Deferred
    $13,296
    Nontaxable benefits
    $39,212
    Filer's total
    $907,220

  • Stemmler Jennifer

    Chief Information Officer

    Total calculated
    $900,388
    From this org
    $853,646
    From related orgs
    $0
    Other
    $46,742
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $655,921
    Bonus
    $119,463
    Other
    $78,262
    Deferred
    $13,296
    Nontaxable benefits
    $33,446
    Filer's total
    $900,388

  • Larsen David

    Senior Finance Officer thru 04/23

    Total calculated
    $863,686
    From this org
    $805,493
    From related orgs
    $0
    Other
    $58,193
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $174,498
    Bonus
    $152,018
    Other
    $478,977
    Deferred
    $13,296
    Nontaxable benefits
    $44,897
    Filer's total
    $863,686

  • Takahashi Patrick

    System Chief Medical Officer, AHWM

    Total calculated
    $859,338
    From this org
    $823,232
    From related orgs
    $0
    Other
    $36,106
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $625,000
    Bonus
    $136,982
    Other
    $61,250
    Deferred
    $13,296
    Nontaxable benefits
    $22,810
    Filer's total
    $859,338

  • Burke James

    System Chief Medical Officer, PNMG

    Total calculated
    $846,355
    From this org
    $791,165
    From related orgs
    $0
    Other
    $55,190
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $625,000
    Bonus
    $134,319
    Other
    $31,846
    Deferred
    $13,296
    Nontaxable benefits
    $41,894
    Filer's total
    $846,355

  • Howe Judson - President

    North Coast Network thru 03/23

    Total calculated
    $837,892
    From this org
    $808,895
    From related orgs
    $0
    Other
    $28,997
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $538,154
    Bonus
    $186,337
    Other
    $84,404
    Deferred
    $13,296
    Nontaxable benefits
    $15,701
    Filer's total
    $837,892

  • Rippey Wesley

    Area Medical Officer, AHPL

    Total calculated
    $828,856
    From this org
    $755,844
    From related orgs
    $0
    Other
    $73,012
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $539,595
    Bonus
    $105,940
    Other
    $110,309
    Deferred
    $13,296
    Nontaxable benefits
    $59,716
    Filer's total
    $828,856

  • Welch Donald

    Corporate Finance Officer

    Total calculated
    $814,762
    From this org
    $773,750
    From related orgs
    $0
    Other
    $41,012
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $455,949
    Bonus
    $115,770
    Other
    $202,031
    Deferred
    $13,296
    Nontaxable benefits
    $27,716
    Filer's total
    $814,762

  • Herber Steven

    President, AHSH

    Total calculated
    $792,362
    From this org
    $737,596
    From related orgs
    $0
    Other
    $54,766
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $524,908
    Bonus
    $111,643
    Other
    $101,045
    Deferred
    $13,296
    Nontaxable benefits
    $41,470
    Filer's total
    $792,362

  • Kaur Gurvinder - Chief

    Medical Officer, Central CA Network

    Total calculated
    $785,814
    From this org
    $715,637
    From related orgs
    $0
    Other
    $70,177
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $536,229
    Bonus
    $130,845
    Other
    $48,563
    Deferred
    $13,296
    Nontaxable benefits
    $56,881
    Filer's total
    $785,814

  • Fuentes Michelle

    President, AHSR

    Total calculated
    $785,721
    From this org
    $725,699
    From related orgs
    $0
    Other
    $60,022
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $555,270
    Bonus
    $87,515
    Other
    $82,914
    Deferred
    $13,296
    Nontaxable benefits
    $46,726
    Filer's total
    $785,721

  • Jamaleddine Ghassan

    Medical Officer, AHBD

    Total calculated
    $783,225
    From this org
    $713,217
    From related orgs
    $0
    Other
    $70,008
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $550,638
    Bonus
    $109,444
    Other
    $53,135
    Deferred
    $13,296
    Nontaxable benefits
    $56,712
    Filer's total
    $783,225

  • Swenson Jennifer

    President, AHSV

    Total calculated
    $763,231
    From this org
    $728,760
    From related orgs
    $0
    Other
    $34,471
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $517,093
    Bonus
    $113,990
    Other
    $97,677
    Deferred
    $13,296
    Nontaxable benefits
    $21,175
    Filer's total
    $763,231

  • Hilmes George - Former Exec

    Special Projects thru 09/22

    Total calculated
    $713,787
    From this org
    $668,063
    From related orgs
    $0
    Other
    $45,724
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $158,770
    Other
    $509,293
    Deferred
    $13,296
    Nontaxable benefits
    $32,428
    Filer's total
    $713,787

  • Beehler Robert - Former

    Mkt Dev, M&A Exec thru 12/21

    Total calculated
    $535,024
    From this org
    $452,079
    From related orgs
    $0
    Other
    $82,945
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $452,079
    Deferred
    $13,296
    Nontaxable benefits
    $69,649
    Filer's total
    $535,024

  • Byrnes John - Former Health

    Div Chief Medical Off thru 03/22

    Total calculated
    $298,614
    From this org
    $263,659
    From related orgs
    $0
    Other
    $34,955
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $263,659
    Deferred
    $13,183
    Nontaxable benefits
    $21,772
    Filer's total
    $298,614

  • Bancarz Gloria - Former

    System Chief Quality Off thru 06/21

    Total calculated
    $146,676
    From this org
    $138,192
    From related orgs
    $0
    Other
    $8,484
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $138,192
    Deferred
    $6,910
    Nontaxable benefits
    $1,574
    Filer's total
    $146,676

  • Freedman John

    Dir/Chair

    Total calculated
    $26,770
    From this org
    $26,770
    From related orgs
    $0
    Other
    $0
    Hours/week
    4

  • Cherry Robert

    Director

    Total calculated
    $26,611
    From this org
    $26,611
    From related orgs
    $0
    Other
    $0
    Hours/week
    4

  • Davis Andrew

    Director

    Total calculated
    $26,611
    From this org
    $26,611
    From related orgs
    $0
    Other
    $0
    Hours/week
    4

  • Innocent Larry

    Director

    Total calculated
    $26,611
    From this org
    $26,611
    From related orgs
    $0
    Other
    $0
    Hours/week
    4

  • Newton Bradford

    Dir/Vice Chair

    Total calculated
    $26,611
    From this org
    $26,611
    From related orgs
    $0
    Other
    $0
    Hours/week
    4

  • Reiner Richard

    Director

    Total calculated
    $26,611
    From this org
    $26,611
    From related orgs
    $0
    Other
    $0
    Hours/week
    4

  • Salazar Velino

    Director

    Total calculated
    $26,611
    From this org
    $26,611
    From related orgs
    $0
    Other
    $0
    Hours/week
    4

  • Banks David

    Director

    Total calculated
    $26,181
    From this org
    $26,181
    From related orgs
    $0
    Other
    $0
    Hours/week
    4

  • Woodson Marc

    Director

    Total calculated
    $21,611
    From this org
    $21,611
    From related orgs
    $0
    Other
    $0
    Hours/week
    4

  • Wagner Jack

    Director

    Total calculated
    $16,180
    From this org
    $16,180
    From related orgs
    $0
    Other
    $0
    Hours/week
    4

  • Fehr Joy

    Director

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

  • Ocampo Lucy

    Director thru 08/23

    Total calculated
    $0
    Hours/week
    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 · Tax indemnification and gross-up payments
  • 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 · 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, Line 1a
Tax indemnification and gross-up payments are paid to 12 board of directors. These were included in taxable income. Social club dues were paid for two officers. This was not included in taxable compensation.
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. Bancarz, Gloria - severance payment - $137,752 Beehler, Robert - severance payment - $452,005 Byrnes, John - severance payment - $262,731 Hilmes, George - severance payment - $511,539 Larsen, David - severance payment - $392,620 Whetstine, Tyler - severance payment - $600,000 Wing, Bill - severance payment - $1,440,800 Wolcott, Daniel - severance payment - $517,896 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. Larsen, David - participant, no activity in 2023 Raffoul, John - participant, no activity in 2023 Select executives agreed to participate in CAP-EX in place of a traditional SERP. See Schedule L, Part V, for a broader description. Split-Dollar life insurance participants are John Beaman, Kerry Heinrich, Todd Hofheins, Andrew Jahn, Joyce Newmyer, Jack Wagner, 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 amount equivalent to 41 percent of their base compensation, less the value of their corporate provided benefits. The balance is set aside for nonvested deferred compensation that is subject to substantial risk of forfeiture and is at risk to the creditors of Adventist Health. Payouts occur according to the participants' payment elections after all substantial risks of forfeiture have lapsed. The plan was frozen for new non-vested contributions in 2016. Jahn, Andrew - participant, no activity in 2023 Newmyer, Joyce - participant, no activity in 2023

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.

Provenance

Return type
form_990
Tax year
2023
Filed
1 November 2024
IRS schema version
2023v5.1
Source object
202423109349303422

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