Form 990 for tax year 2023
Filed by SIMI VALLEY HOSPITAL AND HEALTH CARE SERVICES.
Totals
- Total revenue
- $216,080,527
- Total expenses
- $231,102,943
- Contributions and grants received
- $4,947,167
- Grants paid
- $309,210
- Program services expenses (Part IX)
- $181,953,465
- Management and general expenses
- $48,629,288
- Fundraising expenses
- $520,190
- Program service expenses (Part III)
- $181,953,465
Program services were 78.7% 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
- $3,358,171
- From this org
- $0
- From related orgs
- $3,302,428
- Other
- $55,743
- Hours/week
- 0 + 50 related
Schedule J breakdown matched by us
- Base
- not reported + $2,017,000 related
- Bonus
- not reported + $1,208,880 related
- Other
- not reported + $76,548 related
- Deferred
- not reported + $11,644 related
- Nontaxable benefits
- not reported + $44,099 related
- Filer's total
- not reported + $3,358,171 related
-
Hofheins Todd
COO/Vice Chair
- Total calculated
- $2,347,081
- From this org
- $0
- From related orgs
- $2,272,592
- Other
- $74,489
- Hours/week
- 0 + 50 related
Schedule J breakdown matched by us
- Base
- not reported + $1,389,462 related
- Bonus
- not reported + $735,265 related
- Other
- not reported + $147,865 related
- Deferred
- not reported + $11,644 related
- Nontaxable benefits
- not reported + $62,845 related
- Filer's total
- not reported + $2,347,081 related
-
Beaman John
CFO/Asst Secty
- Total calculated
- $1,752,256
- From this org
- $0
- From related orgs
- $1,680,553
- Other
- $71,703
- Hours/week
- 0 + 50 related
Schedule J breakdown matched by us
- Base
- not reported + $1,091,769 related
- Bonus
- not reported + $569,149 related
- Other
- not reported + $19,635 related
- Deferred
- not reported + $11,644 related
- Nontaxable benefits
- not reported + $60,059 related
- Filer's total
- not reported + $1,752,256 related
-
StevensEric
Former Care Div Ops Exec thru 02/22
- Total calculated
- $1,584,193
- From this org
- $0
- From related orgs
- $1,526,293
- Other
- $57,900
- Hours/week
- 0 + 50 related
Schedule J breakdown matched by us
- Base
- not reported + $1,045,616 related
- Bonus
- not reported + $319,995 related
- Other
- not reported + $160,682 related
- Deferred
- not reported + $11,644 related
- Nontaxable benefits
- not reported + $46,256 related
- Filer's total
- not reported + $1,584,193 related
-
Nahapetian Arby
Former Care Div Med Off thru 02/22
- Total calculated
- $1,550,255
- From this org
- $0
- From related orgs
- $1,482,294
- Other
- $67,961
- Hours/week
- 2 + 48 related
Schedule J breakdown matched by us
- Base
- not reported + $967,385 related
- Bonus
- not reported + $329,621 related
- Other
- not reported + $185,288 related
- Deferred
- not reported + $11,644 related
- Nontaxable benefits
- not reported + $56,317 related
- Filer's total
- not reported + $1,550,255 related
-
JahnAndrew
President, Southern CA Network
- Total calculated
- $1,516,531
- From this org
- $0
- From related orgs
- $1,465,906
- Other
- $50,625
- Hours/week
- 12.5 + 37.5 related
Schedule J breakdown matched by us
- Base
- not reported + $1,044,420 related
- Bonus
- not reported + $406,990 related
- Other
- not reported + $14,496 related
- Deferred
- not reported
- Nontaxable benefits
- not reported + $50,625 related
- Filer's total
- not reported + $1,516,531 related
-
WingBilly
Former Dir/A Sec/V Chair thru 01/22
- Total calculated
- $1,465,237
- From this org
- $0
- From related orgs
- $1,438,460
- Other
- $26,777
- Hours/week
- 0 + 50 related
Schedule J breakdown matched by us
- Base
- not reported
- Bonus
- not reported
- Other
- not reported + $1,438,460 related
- Deferred
- not reported
- Nontaxable benefits
- not reported + $26,777 related
- Filer's total
- not reported + $1,465,237 related
-
Raffoul John
Former Finance Officer, SCR
- Total calculated
- $1,057,177
- From this org
- $0
- From related orgs
- $998,414
- Other
- $58,763
- Hours/week
- 0 + 50 related
Schedule J breakdown matched by us
- Base
- not reported + $673,546 related
- Bonus
- not reported + $178,639 related
- Other
- not reported + $146,229 related
- Deferred
- not reported + $11,644 related
- Nontaxable benefits
- not reported + $47,119 related
- Filer's total
- not reported + $1,057,177 related
-
Jobe Meredith
Secretary
- Total calculated
- $1,020,211
- From this org
- $0
- From related orgs
- $959,488
- Other
- $60,723
- Hours/week
- 0 + 50 related
Schedule J breakdown matched by us
- Base
- not reported + $660,525 related
- Bonus
- not reported + $168,715 related
- Other
- not reported + $130,248 related
- Deferred
- not reported + $14,609 related
- Nontaxable benefits
- not reported + $46,114 related
- Filer's total
- not reported + $1,020,211 related
-
Burke James
Medical Officer, SCR
- Total calculated
- $833,059
- From this org
- $0
- From related orgs
- $791,165
- Other
- $41,894
- Hours/week
- 12.5 + 37.5 related
Schedule J breakdown matched by us
- Base
- not reported + $625,000 related
- Bonus
- not reported + $134,319 related
- Other
- not reported + $31,846 related
- Deferred
- not reported
- Nontaxable benefits
- not reported + $41,894 related
- Filer's total
- not reported + $833,059 related
-
Swenson Jennifer
President, AHSV
- Total calculated
- $749,935
- From this org
- $0
- From related orgs
- $728,760
- Other
- $21,175
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- not reported + $517,093 related
- Bonus
- not reported + $113,990 related
- Other
- not reported + $97,677 related
- Deferred
- not reported
- Nontaxable benefits
- not reported + $21,175 related
- Filer's total
- not reported + $749,935 related
-
Milatovic Natasa
Reg HR Dir, SCR thru 4/23
- Total calculated
- $598,451
- From this org
- $0
- From related orgs
- $535,036
- Other
- $63,415
- Hours/week
- 10 + 40 related
Schedule J breakdown matched by us
- Base
- not reported + $115,231 related
- Bonus
- not reported + $96,102 related
- Other
- not reported + $323,703 related
- Deferred
- not reported + $11,644 related
- Nontaxable benefits
- not reported + $51,771 related
- Filer's total
- not reported + $598,451 related
-
Schneider Nicole
Medical Officer
- Total calculated
- $581,783
- From this org
- $0
- From related orgs
- $523,493
- Other
- $58,290
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- not reported + $459,865 related
- Bonus
- not reported + $6,291 related
- Other
- not reported + $57,337 related
- Deferred
- not reported + $12,193 related
- Nontaxable benefits
- not reported + $46,097 related
- Filer's total
- not reported + $581,783 related
-
Spenst Brett
Former Care Div Finance thru 02/22
- Total calculated
- $565,336
- From this org
- $0
- From related orgs
- $520,625
- Other
- $44,711
- Hours/week
- 0 + 50 related
Schedule J breakdown matched by us
- Base
- not reported + $259,692 related
- Bonus
- not reported + $250,809 related
- Other
- not reported + $10,124 related
- Deferred
- not reported + $12,160 related
- Nontaxable benefits
- not reported + $32,551 related
- Filer's total
- not reported + $565,336 related
-
Combis Theodore
Tres/Asst Secty
- Total calculated
- $425,931
- From this org
- $0
- From related orgs
- $328,581
- Other
- $97,350
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- not reported + $272,185 related
- Bonus
- not reported + $30,301 related
- Other
- not reported + $26,095 related
- Deferred
- not reported + $16,654 related
- Nontaxable benefits
- not reported + $80,696 related
- Filer's total
- not reported + $425,931 related
-
Ferrier Corbett
Bus Dev Exec
- Total calculated
- $421,160
- From this org
- $0
- From related orgs
- $358,454
- Other
- $62,706
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- not reported + $290,228 related
- Bonus
- not reported + $45,601 related
- Other
- not reported + $22,625 related
- Deferred
- not reported + $12,213 related
- Nontaxable benefits
- not reported + $50,493 related
- Filer's total
- not reported + $421,160 related
-
Stone Patricia
Interim Patient Care Exec
- Total calculated
- $330,985
- From this org
- $0
- From related orgs
- $273,013
- Other
- $57,972
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- not reported + $270,845 related
- Bonus
- not reported
- Other
- not reported + $2,168 related
- Deferred
- not reported + $9,478 related
- Nontaxable benefits
- not reported + $48,494 related
- Filer's total
- not reported + $330,985 related
-
Saad John
RN, Administrative
- Total calculated
- $329,181
- From this org
- $248,701
- From related orgs
- $0
- Other
- $80,480
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $235,491
- Bonus
- $9,255
- Other
- $3,955
- Deferred
- $8,120
- Nontaxable benefits
- $72,360
- Filer's total
- $329,181
-
Nguyen Truong
RN
- Total calculated
- $295,249
- From this org
- $257,869
- From related orgs
- $0
- Other
- $37,380
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $245,701
- Bonus
- $6,300
- Other
- $5,868
- Deferred
- $8,342
- Nontaxable benefits
- $29,038
- Filer's total
- $295,249
-
Mallari Christopher
RN Nurse Lead
- Total calculated
- $278,672
- From this org
- $252,439
- From related orgs
- $0
- Other
- $26,233
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $250,939
- Bonus
- $1,500
- Other
- not reported
- Deferred
- $11,268
- Nontaxable benefits
- $14,965
- Filer's total
- $278,672
-
Riddell Stella
Patient Care Exec thru 10/23
- Total calculated
- $266,969
- From this org
- $0
- From related orgs
- $265,127
- Other
- $1,842
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- not reported + $84,711 related
- Bonus
- not reported + $41,316 related
- Other
- not reported + $139,100 related
- Deferred
- not reported
- Nontaxable benefits
- not reported + $1,842 related
- Filer's total
- not reported + $266,969 related
-
PatelAmish
RN
- Total calculated
- $255,203
- From this org
- $226,489
- From related orgs
- $0
- Other
- $28,714
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $222,589
- Bonus
- $3,900
- Other
- not reported
- Deferred
- $6,897
- Nontaxable benefits
- $21,817
- Filer's total
- $255,203
-
Deamer Carol
Director, Pharmacy
- Total calculated
- $247,568
- From this org
- $221,833
- From related orgs
- $0
- Other
- $25,735
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $187,124
- Bonus
- $21,705
- Other
- $13,004
- Deferred
- not reported
- Nontaxable benefits
- $25,735
- Filer's total
- $247,568
-
Freedman John
Director
- Total calculated
- $26,770
- From this org
- $0
- From related orgs
- $26,770
- Other
- $0
- Hours/week
- 0 + 4 related
-
Cherry Robert
Director
- Total calculated
- $26,611
- From this org
- $0
- From related orgs
- $26,611
- Other
- $0
- Hours/week
- 0 + 4 related
-
Davis Andrew
Director
- Total calculated
- $26,611
- From this org
- $0
- From related orgs
- $26,611
- Other
- $0
- Hours/week
- 0 + 4 related
-
Innocent Larry
Director
- Total calculated
- $26,611
- From this org
- $0
- From related orgs
- $26,611
- Other
- $0
- Hours/week
- 0 + 4 related
-
Reiner Richard
Director
- Total calculated
- $26,611
- From this org
- $0
- From related orgs
- $26,611
- Other
- $0
- Hours/week
- 0 + 4 related
-
Salazar Velino
Director
- Total calculated
- $26,611
- From this org
- $0
- From related orgs
- $26,611
- Other
- $0
- Hours/week
- 0 + 4 related
-
Newton Bradford
Director
- Total calculated
- $26,611
- From this org
- $0
- From related orgs
- $26,611
- Other
- $0
- Hours/week
- 0 + 4 related
-
Banks David
Director
- Total calculated
- $26,181
- From this org
- $0
- From related orgs
- $26,181
- Other
- $0
- Hours/week
- 0 + 4 related
-
Woodson Marc
Director
- Total calculated
- $21,611
- From this org
- $0
- From related orgs
- $21,611
- Other
- $0
- Hours/week
- 0 + 4 related
-
Wagner Jack
Director
- Total calculated
- $16,180
- From this org
- $0
- From related orgs
- $16,180
- 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
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
- 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
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
-
$55,000
Nursing Scholarship
-
$30,000
Event Sponsorship
-
$25,000
General Support
-
$15,500
Event Sponsorship
-
$10,000
Enhancement Grant
-
$10,000
Sponsorship
-
$10,000
Sponsorship
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.
-
Adventist Health Clearlake Hospital Inc
501(c)(3) · Hospital · CA
Directly controlled by Adventist Health SystemWest
-
501(c)(3) · Hospital · CA
Directly controlled by Adventist Health SystemWest
-
501(c)(3) · Charitable Foundation · CA
Directly controlled by Adventist Health SystemWest
-
Adventist Health Med Ctr Tehachapi
501(c)(3) · Hospital · CA
Directly controlled by Adventist Health SystemWest
-
Adventist Health Mendocino Coast
501(c)(3) · Hospital · CA
Directly controlled by Stone Point Health
-
Adventist Health Physicians Network
501(c)(3) · Medical Foundation · CA
Directly controlled by Adventist Health SystemWest
-
501(c)(3) · Integrated health system · CA
Directly controlled by NA
-
501(c)(3) · Hospital · CA
Directly controlled by Adventist Health SystemWest
-
501(c)(3) · Hospital · HI
Directly controlled by Adventist Health SystemWest
-
501(c)(3) · Hospital · CA
Directly controlled by Adventist Health SystemWest
-
Glendale Adventist Medical Center
501(c)(3) · Hospital · CA
Directly controlled by Adventist Health SystemWest
-
501(c)(3) · Hospital · CA
Directly controlled by Adventist Health SystemWest
-
Lodi Memorial Hospital Association
501(c)(3) · Hospital · CA
Directly controlled by Adventist Health SystemWest
-
501(c)(3) · Hospital · OR
Directly controlled by Stone Point Health
-
Northwest Medical Fdtn of Tillamook
501(c)(3) · Hospital · OR
Directly controlled by Adventist Health SystemWest
-
501(c)(3) · Discontinued Operations · CA
Directly controlled by Adventist Health SystemWest
-
Portland Adventist Medical Center
501(c)(3) · Hospital · OR
Directly controlled by Adventist Health SystemWest
-
501(c)(3) · Hospital · CA
Directly controlled by Adventist Health SystemWest
-
501(c)(3) · Acute care hospital · CA
Directly controlled by Stone Point Health
-
501(c)(3) · Hospital · CA
Directly controlled by Adventist Health SystemWest
-
San Joaquin Community Hospital
501(c)(3) · Hospital · CA
Directly controlled by Adventist Health SystemWest
-
501(c)(3) · Hospital · CA
Directly controlled by Adventist Health SystemWest
-
501(c)(3) · Supporting Organization · CA
Directly controlled by Adventist Health SystemWest
-
501(c)(3) · Hospital · CA
Directly controlled by Adventist Health SystemWest
-
501(c)(3) · Skilled Nursing/Assisted Living/Hm Hlth · CA
Directly controlled by Stone Point Health
-
501(c)(3) · Hospital - closed July 2017 · WA
Directly controlled by Adventist Health SystemWest
-
501(c)(3) · Home Care · CA
Directly controlled by Adventist Health SystemWest
-
501(c)(3) · Hospital · CA
Directly controlled by Adventist Health SystemWest
-
501(c)(3) · Hospital · CA
Directly controlled by Adventist Health SystemWest
-
Simi Valley Hospital Foundation
501(c)(3) · Fundraising for Hospital · CA · controlled entity
Directly controlled by Adventist Health SystemWest
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 1 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202413069349302111
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